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Ishares 20+ Year Treasury BD (TLT)

CUSIP: 464287432 | NYSE | 3379 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABlackRock Portfolio Management LLC29,573,0855.0%Newly reportedSep 30, 2026No 13F filer matched
13G/ABlackRock Portfolio Management LLC29,573,085
5.0% of class · Sep 30, 2026Newly reported
No 13F filer matched

Institutional Holders — Q3 2026

Citigroup Inc12,506,386
0.3% of portfolio›$972.7M
Simplex Trading, LLC2,984,270
0.1% of portfolio›$232.1M
MacKenzie Financial Corp2,636,300
0.2% of portfolio›$205.1M
Truist Financial Corp2,278,304
0.2% of portfolio›$177.2M
Vantagepoint Investment Advisers LLC2,039,385
1.2% of portfolio›$158.6M
Mirae Asset Global Investments Co., Ltd.1,736,028
0.2% of portfolio›$135.0M
WestEnd Advisors, LLC1,649,613
2.8% of portfolio›$128.3M
Commonwealth Equity Services, LLC999,752
0.1% of portfolio›$77.8M
Imc-Chicago, LLC986,923
0.0% of portfolio›$76.8M
Cassaday & Co Wealth Management LLC944,743
1.3% of portfolio›$73.5M
TD Private Client Wealth LLC854,819
1.2% of portfolio›$66.5M
AIA Group Ltd830,458
0.8% of portfolio›$64.6M
First Citizens Bank & Trust Co675,558
0.8% of portfolio›$52.5M
Townsend & Associates, Inc550,320
3.7% of portfolio›$44.1M
Bell Investment Advisors, Inc500,221
5.7% of portfolio›$38.9M
FNY Investment Advisers, LLC469,728
0.0% of portfolio›$36.5K
Tectonic Advisors LLC384,917
1.4% of portfolio›$29.9M
Carrhae Capital LLP376,785
0.9% of portfolio›$29.3M
New Harbor Financial Group, LLC376,256
4.4% of portfolio›$29.3M
Cambridge Investment Research Advisors, Inc.364,820
0.0% of portfolio›$28.4K
Willis Johnson Wealth, Inc.359,180
1.5% of portfolio›$27.9M
Vision Financial Markets LLC346,900
20.6% of portfolio›$27.0M
Third View Private Wealth, LLC344,395
3.2% of portfolio›$26.8M
Trilogy Capital Inc.344,389
1.0% of portfolio›$26.8M
Principal Financial Group Inc335,730
0.0% of portfolio›$26.1M
Insight Wealth Strategies, LLC330,227
2.5% of portfolio›$25.7M
Strong Tower Advisory Services327,120
4.5% of portfolio›$25.4M
One Day In July LLC294,316
1.6% of portfolio›$22.9M
Simplicity Wealth,LLC292,598
0.7% of portfolio›$22.8M
Sanders Morris Harris LLC285,000
2.9% of portfolio›$22.2M
Fund Evaluation Group, LLC265,309
0.5% of portfolio›$20.6M
IFP Advisors, Inc261,478
0.3% of portfolio›$20.3M
Kestra Private Wealth Services, LLC257,492
0.2% of portfolio›$20.0M
SBI Securities Co., Ltd.251,761
0.4% of portfolio›$19.6M
Integrity Alliance, Llc.244,880
0.6% of portfolio›$19.0M
Form Wealth Advisors, LLC230,087
2.0% of portfolio›$17.9M
Procyon Advisors, LLC228,891
0.8% of portfolio›$17.8M
Elevation Point Wealth Partners, LLC221,470
0.3% of portfolio›$17.2M
Privium Fund Management (UK) Ltd217,300
8.5% of portfolio›$17.0M
Royal Fund Management, LLC215,893
1.3% of portfolio›$16.8M
WJ Interests, LLC214,163
6.0% of portfolio›$16.7M
Concurrent Investment Advisors, LLC210,444
0.1% of portfolio›$16.4M
Venture Visionary Partners LLC208,633
0.4% of portfolio›$16.2M
Wealth Enhancement Advisory Services, LLC206,833
0.0% of portfolio›$16.1M
Carrera Capital Advisors201,588
2.2% of portfolio›$15.7M
Greenup Street Wealth Management LLC197,515
1.9% of portfolio›$15.4M
BOS Asset Management, LLC197,502
3.6% of portfolio›$15.4M
Cultivar Capital, Inc.195,220
9.5% of portfolio›$15.2M
Farmers & Merchants Trust Co of Chambersburg PA193,588
0.0% of portfolio›$15.1K
Prospera Financial Services Inc189,507
0.2% of portfolio›$15.5M
Oppenheimer & Co Inc188,545
0.2% of portfolio›$14.7M
Wealth Alliance Advisory Group, LLC174,137
1.9% of portfolio›$13.5M
Financial Enhancement Group LLC170,442
1.5% of portfolio›$13.1M
New York Life Investment Management LLC166,722
0.1% of portfolio›$13.0M
Kestra Advisory Services, LLC163,109
0.0% of portfolio›$12.7M
Axiom Investment Management LLC160,181
10.3% of portfolio›$12.5M
Deane Retirement Strategies, Inc.159,113
5.1% of portfolio›$12.4M
TD Waterhouse Canada Inc.157,589
0.0% of portfolio›$12.2M
Farther Finance Advisors, LLC157,182
0.1% of portfolio›$12.2M
T3 Companies, LLC155,901
11.7% of portfolio›$12.1M
Benin Management Corp155,533
2.3% of portfolio›$12.1M
High Note Wealth, LLC154,675
2.0% of portfolio›$12.0M
Cordoba Advisory Partners LLC145,537
1.4% of portfolio›$11.3M
Quaker Wealth Management, LLC141,216
3.2% of portfolio›$11.0M
Brookstone Capital Management133,712
0.1% of portfolio›$10.4M
Ashton Thomas Private Wealth, LLC133,523
0.2% of portfolio›$10.4M
Assetmark, Inc129,269
0.0% of portfolio›$10.1M
Independent Financial Group, LLC124,599
0.2% of portfolio›$9.7M
Nationwide Fund Advisors119,258
0.4% of portfolio›$9.3M
Sicart Associates LLC118,762
2.3% of portfolio›$9.5M
Praxis Capital Management LLC118,200
15.6% of portfolio›$9.2M
Heartwood Wealth Advisors LLC117,855
0.7% of portfolio›$9.2M
Security Benefit Life Insurance Co110,000
10.4% of portfolio›$8.6M
Sovran Advisors, LLC108,693
0.6% of portfolio›$8.9M
IPG Investment Advisors LLC107,191
1.2% of portfolio›$8.3M
Ridgepath Capital Management LLC102,328
4.4% of portfolio›$8.0M
Walkner Condon Financial Advisors LLC102,057
0.9% of portfolio›$7.9M
Atria Investments, Inc102,051
0.1% of portfolio›$7.9M
Legacy Private Trust Co.99,639
0.4% of portfolio›$7.7M
Davenport & Co LLC95,593
0.0% of portfolio›$7.4M
Udine Wealth Management, Inc.93,023
2.9% of portfolio›$7.2M
Market Street Wealth Management Advisors LLC91,707
1.0% of portfolio›$7.1M
Birchbrook, Inc.90,527
3.4% of portfolio›$7.0M
Portman Square Capital LLP90,000
0.4% of portfolio›$7.0M
Park Avenue Securities LLC89,780
0.0% of portfolio›$7.0K
Triumph Capital Management88,846
1.2% of portfolio›$6.9M
Brown Wealth Management, LLC87,890
1.5% of portfolio›$6.8M
Fermata Advisors, LLC86,198
1.3% of portfolio›$6.7M
Arlington Capital Management Inc85,353
3.8% of portfolio›$6.6M
Smith & Howard Wealth Management, LLC85,000
1.3% of portfolio›$6.6M
Rezny Wealth Management, Inc.82,413
1.1% of portfolio›$6.4M
Csenge Advisory Group77,906
0.2% of portfolio›$6.1M
4Thought Financial Group Inc.75,433
2.7% of portfolio›$5.9M
Sharkey, Howes & Javer75,345
0.7% of portfolio›$5.9M
Vontobel Holding Ltd.74,761
0.0% of portfolio›$5.8M
Perigon Wealth Management, LLC74,073
0.1% of portfolio›$5.8M
First Horizon Corp72,081
0.2% of portfolio›$5.6M
LCW Services, LLC71,301
2.3% of portfolio›$5.5M
Boomfish Wealth Group, LLC71,130
2.4% of portfolio›$5.5M
Ballew Advisors, Inc70,820
2.7% of portfolio›$5.5M
Diversify Wealth Management, LLC70,281
0.1% of portfolio›$5.6M
Diversify Advisory Services, LLC70,281
0.1% of portfolio›$5.6M
Arnhold LLC70,000
0.4% of portfolio›$5.4M
Convergence Financial, LLC67,330
0.7% of portfolio›$5.2M
J. Safra Sarasin Holding AG66,355
0.1% of portfolio›$5.2M
Axxcess Wealth Management, LLC65,924
0.2% of portfolio›$5.1M
Canandaigua National Bank & Trust Co64,789
0.4% of portfolio›$5.0M
Miller Financial Services LLC64,667
3.8% of portfolio›$5.0M
Sowell Financial Services LLC63,214
0.2% of portfolio›$4.9M
Beacon Advisors Holdings, LLC62,018
2.3% of portfolio›$4.8M
Verus Capital Partners, LLC61,722
0.3% of portfolio›$4.8M
Horst & Graben Wealth Management LLC61,092
0.6% of portfolio›$4.8M
Aspect Partners, LLC61,058
1.8% of portfolio›$4.7M
D.A. Davidson & Co.60,818
0.0% of portfolio›$4.7M
Midwest Heritage Bank, FSB60,447
1.4% of portfolio›$4.7M
Lynx Capital Group LTD58,837
1.8% of portfolio›$4.6M
Wedbush Securities Inc57,770
0.0% of portfolio›$4.5K
CoreCap Advisors, LLC57,683
0.1% of portfolio›$4.5M
CWC Advisors, Llc.57,539
2.1% of portfolio›$4.5M
Tctc Holdings, LLC57,500
0.1% of portfolio›$4.5M
Krilogy Financial LLC57,066
0.1% of portfolio›$4.5M
Atlas Private Wealth Advisors55,532
0.9% of portfolio›$4.3M
Quadrant Private Wealth Management, LLC54,829
0.6% of portfolio›$4.3M
Intergy Private Wealth, LLC54,614
1.0% of portfolio›$4.2M
Sims Investment Management, LLC53,739
1.3% of portfolio›$4.2M
Tempus Wealth Planning, LLC53,727
0.8% of portfolio›$4.2M
Hixon Zuercher, LLC53,724
1.2% of portfolio›$4.2M
Nolet Wealth Management, LLC52,970
2.3% of portfolio›$4.1M
TCP Asset Management, LLC51,920
0.5% of portfolio›$4.0M
Globalt Investments LLC / GA51,730
0.1% of portfolio›$4.0M
Sagespring Wealth Partners, LLC50,735
0.1% of portfolio›$3.9M
Pilgrim Partners Asia Pte Ltd50,000
0.8% of portfolio›$3.9M
Milestones Private Investment Advisors LLC49,656
3.1% of portfolio›$3.9M
Upper Left Wealth Management, LLC49,301
2.0% of portfolio›$3.8M
DKM Wealth Management, Inc.48,509
2.4% of portfolio›$3.8M
Shelton Wealth Management, LLC47,827
1.5% of portfolio›$3.7M
Beirne Wealth Consulting Services, LLC46,240
0.7% of portfolio›$3.6M
Compass Financial Management LLC45,323
0.4% of portfolio›$3.5M
Encompass More Asset Management44,572
0.5% of portfolio›$3.5M
Trek Financial, LLC43,389
0.2% of portfolio›$3.4M
Latitude Advisors, LLC42,944
1.0% of portfolio›$3.3M
Foguth Wealth Management, Llc.42,614
0.3% of portfolio›$3.4M
Juno Financial Group LLC42,437
1.2% of portfolio›$3.3M
Braun-Bostich & Associates Inc.42,223
1.9% of portfolio›$3.3M
Creative Planning41,992
0.0% of portfolio›$3.3M
Cullen T Bankers, Inc.41,699
0.0% of portfolio›$3.2M
Spectrum Strategic Capital Management, LLC40,488
1.5% of portfolio›$3.1M
Wilmington Savings Fund Society, FSB40,140
0.1% of portfolio›$3.1M
Sigma Planning Corp39,791
0.1% of portfolio›$3.1M
Unique Wealth Strategies, LLC39,615
1.3% of portfolio›$3.4M
Fiduciary Financial Group, LLC38,635
0.4% of portfolio›$3.0M
WealthCare Asset Management, LLC37,802
2.5% of portfolio›$2.9M
Summit Financial Wealth Advisors, LLC37,642
0.4% of portfolio›$2.9M
GC Wealth Management RIA, LLC37,304
0.1% of portfolio›$2.9M
Meridian Wealth Management, LLC36,885
0.1% of portfolio›$2.9M
Heritage Wealth Management, Inc.36,519
1.0% of portfolio›$2.8M
Warberg Asset Management LLC36,000
0.4% of portfolio›$2.8M
Stonehaven Wealth & TAX Solutions, LLC35,530
2.6% of portfolio›$2.8M
Glaxis Capital Management, LLC35,000
6.5% of portfolio›$2.7M
Arvest Investments, Inc.33,978
0.3% of portfolio›$2.6M
Midwest Financial Group LLC32,633
0.9% of portfolio›$2.5M
OpenArc Corporate Advisory, LLC32,415
0.0% of portfolio›$2.5M
Blue Capital, Inc.32,230
1.6% of portfolio›$2.5M
Creative Financial Designs Inc31,411
0.1% of portfolio›$2.4M
Yoder Wealth Management, Inc.31,271
0.9% of portfolio›$2.4M
Primoris Wealth Advisors, LLC29,700
1.1% of portfolio›$2.3M
4Wealth Advisors, Inc.29,571
1.6% of portfolio›$2.3M
Plancorp, LLC29,434
0.1% of portfolio›$2.4M
Integrity Wealth Partners, LLC29,425
1.8% of portfolio›$2.3M
Genesee Capital Advisors, LLC29,423
0.7% of portfolio›$2.3M
LifeWealth Investments, LLC29,131
0.6% of portfolio›$2.3M
Erickson Financial Group, LLC28,783
1.2% of portfolio›$2.2M
BCM Advisors, LLC28,450
0.5% of portfolio›$2.3M
Clay Northam Wealth Management, LLC28,055
1.0% of portfolio›$2.2M
James Investment Research, Inc.26,128
0.2% of portfolio›$2.0M
ShoreHaven Wealth Partners, LLC25,781
0.6% of portfolio›$2.0M
Formidable Asset Management, LLC25,526
0.3% of portfolio›$2.2M
MBA Advisors LLC25,138
0.6% of portfolio›$2.0M
Roberts Financial Services LLC25,128
0.6% of portfolio›$2.0M
Signature Estate & Investment Advisors LLC25,121
0.0% of portfolio›$2.0M
Titleist Asset Management, LLC24,911
0.1% of portfolio›$1.9M
Flagstar Securities, Inc24,873
0.6% of portfolio›$1.9M
Argyle Capital Partners, LLC24,481
1.2% of portfolio›$1.9M
Cadinha & Co LLC23,883
0.3% of portfolio›$1.9M
Apeiron RIA LLC23,396
0.4% of portfolio›$1.8M
Investment House LLC23,124
0.1% of portfolio›$1.8M
RFG Advisory, LLC22,469
0.0% of portfolio›$1.7M
Virtue Capital Management, LLC22,201
0.2% of portfolio›$1.7M
Vise Technologies, Inc.21,905
0.0% of portfolio›$1.7M
Rakuten Securities, Inc.21,868
0.5% of portfolio›$1.7M
Hoxton Planning & Management, LLC21,744
0.4% of portfolio›$1.7M
Christensen, King & Associates Investment Services, Inc.21,417
0.6% of portfolio›$1.7M
Dynamic Wealth Strategies, LLC21,342
0.9% of portfolio›$1.7M
Vaquero Private Wealth, LTD21,270
0.3% of portfolio›$1.7M
Mariner Investment Group LLC21,074
0.3% of portfolio›$1.6M
Aurora Private Wealth, Inc.20,757
0.0% of portfolio›$1.6K
GAM Holding AG20,000
0.1% of portfolio›$1.6M
Harbor Capital Advisors, Inc.19,897
0.0% of portfolio›$1.5K
Cornerstone Wealth Management, LLC19,808
0.1% of portfolio›$1.5M
McAdam, LLC19,730
0.1% of portfolio›$1.5M
Catalyst Private Wealth, LLC19,371
0.6% of portfolio›$1.5M
Alterna Wealth Management, Inc19,253
0.8% of portfolio›$1.5M
Kornitzer Capital Management Inc19,241
0.0% of portfolio›$1.5M
MGO One Seven LLC18,946
0.0% of portfolio›$1.5M
Michael J. Porro & Co. Financial Advisors, Inc.18,270
0.9% of portfolio›$1.4M
Professional Financial Advisors, LLC18,173
0.2% of portfolio›$1.4M
Transmarket Holdings LP18,060
0.8% of portfolio›$1.4M
Capital Investment Counsel, Inc18,045
0.2% of portfolio›$1.4M
Boltwood Capital Management17,709
0.3% of portfolio›$1.4M
Rooted Wealth Advisors, Inc.17,617
0.4% of portfolio›$1.5M
Integrity Advisory Solutions, LLC17,481
0.1% of portfolio›$1.4M
Goelzer Investment Management, Inc.17,134
0.1% of portfolio›$1.3M
Affinity Capital Advisors, LLC17,125
0.2% of portfolio›$1.3M
Stronghold Wealth Management L.L.C.17,056
1.8% of portfolio›$1.3M
Mechanics Bank Trust Department16,904
0.2% of portfolio›$1.3M
Almanack Investment Partners, Llc.16,788
0.2% of portfolio›$1.3M
Western Financial Corp16,640
0.4% of portfolio›$1.3M
Patton Fund Management, Inc.16,288
0.3% of portfolio›$1.3M
Wolverine Asset Management LLC16,267
0.0% of portfolio›$1.3M
Narus Financial Partners, LLC16,005
0.3% of portfolio›$1.2M
Sjbenen Advisory, LLC16,000
0.7% of portfolio›$1.2M
CFS Investment Advisory Services, LLC15,720
0.1% of portfolio›$1.2M
Schear Investment Advisers, LLC15,480
0.1% of portfolio›$1.2M
Tempo Wealth, LLC15,480
0.1% of portfolio›$1.2M
Integrated Advisors Network LLC15,477
0.1% of portfolio›$1.2M
United Advisor Group, LLC15,411
0.1% of portfolio›$1.2M
Dynamic Advisor Solutions LLC15,133
0.0% of portfolio›$1.2M
Koshinski Asset Management, Inc.14,939
0.1% of portfolio›$1.2M
Westside Investment Management, Inc.14,657
0.1% of portfolio›$1.1M
Wealthcare Advisory Partners LLC14,595
0.0% of portfolio›$1.1M
Matrix Trust Co14,419
0.0% of portfolio›$1.1K
Apollon Wealth Management, LLC14,063
0.0% of portfolio›$1.1M
Crescent Grove Advisors, LLC14,023
0.1% of portfolio›$1.1M
E&G Advisors, LLC13,729
0.2% of portfolio›$1.1M
Independence Wealth Advisors, LLC13,578
0.5% of portfolio›$1.1M
Roman Butler Fullerton & Co13,535
0.2% of portfolio›$1.1M
VestGen Advisors, LLC13,525
0.0% of portfolio›$1.1M
Aurelius Family Office LLC13,437
0.4% of portfolio›$1.0M
Patton Albertson Miller Group, LLC13,343
0.1% of portfolio›$1.0M
Choreo, LLC13,088
0.0% of portfolio›$1.0M
Ashton Thomas Securities, LLC13,035
0.1% of portfolio›$994.8K
Keystone Global Partners, LLC13,000
0.0% of portfolio›$1.0K
Chesley Taft & Associates LLC12,996
0.0% of portfolio›$1.0M
Unique Wealth, LLC12,799
0.1% of portfolio›$995.5K
Accurate Wealth Management, LLC12,697
0.1% of portfolio›$995.1K
SeaCrest Wealth Management, LLC12,675
0.1% of portfolio›$985.9K
Lauer Wealth, LLC12,528
0.6% of portfolio›$975.6K
Hudock, Inc.12,319
0.1% of portfolio›$958.2K
Summit Financial Consulting LLC12,257
0.7% of portfolio›$953.4K
Paragon Capital Management Inc12,206
0.7% of portfolio›$949.4K
Etesian Wealth Advisors, Inc.12,053
0.3% of portfolio›$937.5K
OAK Family Advisors, LLC12,004
0.2% of portfolio›$933.6K
Cdkv Holdings LLC11,989
0.7% of portfolio›$932.5K
Lido Advisors, LLC11,945
0.0% of portfolio›$929.1K
One Way Holdings LLC11,750
0.0% of portfolio›$913.9K
One Plus One Wealth Management, LLC11,541
0.4% of portfolio›$897.7K
Realta Investment Advisors11,216
0.3% of portfolio›$872.4K
Security Financial Services, Inc.11,193
0.1% of portfolio›$870.6K
Juncture Wealth Strategies, LLC11,167
0.2% of portfolio›$868.6K
Helium Advisors LLC11,141
0.8% of portfolio›$866.5K
Keybank National Association11,115
0.0% of portfolio›$864.5K
Cooper Financial Group11,101
0.1% of portfolio›$863.4K
Values First Advisors, Inc.11,086
0.4% of portfolio›$862.3K
Burford Brothers, Inc.11,039
0.3% of portfolio›$858.6K
Joseph P. Lucia & Associates, LLC10,681
0.2% of portfolio›$830.8K
Avior Wealth Management, LLC10,529
0.0% of portfolio›$819.0K
United Asset Strategies, Inc.10,207
0.1% of portfolio›$793.9K
Gerber Kawasaki Wealth & Investment Management10,016
0.0% of portfolio›$779.1K
Golden State Wealth Management, LLC9,934
0.1% of portfolio›$772.7K
Ehrlich Financial Group9,814
0.4% of portfolio›$763.3K
Belvedere Trading LLC9,735
0.0% of portfolio›$757.2K
Daymark Wealth Partners, LLC9,457
0.0% of portfolio›$735.6K
Balance Wealth Partners LLC9,273
0.2% of portfolio›$721.2K
Midwest Trust Co9,185
0.0% of portfolio›$714.4K
Cyndeo Wealth Partners, LLC9,178
0.0% of portfolio›$713.8K
Fifth Third Securities, Inc.9,112
0.0% of portfolio›$708.8K
Spire Wealth Management9,080
0.0% of portfolio›$706.3K
EverSource Wealth Advisors, LLC9,035
0.0% of portfolio›$702.8K
Silverlake Wealth Management LLC8,998
0.1% of portfolio›$699.9K
J2 Capital Management Inc8,964
0.4% of portfolio›$697.2K
Strategic Blueprint, LLC8,940
0.0% of portfolio›$695.3K
AlphaCore Capital LLC8,901
0.0% of portfolio›$692.3K
Targeted Financial Services LLC8,889
0.5% of portfolio›$691.4K
Claro Advisors Inc.8,731
0.1% of portfolio›$679.1K
Ascentis Independent Advisors8,439
0.0% of portfolio›$656.4K
Great Hill Capital LLC8,400
0.0% of portfolio›$653.4K
Three Seasons Wealth, LLC8,396
0.1% of portfolio›$653.0K
Spectrum Asset Management, Inc. (NB )8,370
0.2% of portfolio›$651.0K
Omega Financial Group, LLC8,012
0.2% of portfolio›$623.2K
HB Wealth Management, LLC8,002
0.0% of portfolio›$622.4K
Gerald Baker Financial Group LLC7,998
0.2% of portfolio›$622.1K
Lewis Asset Management, LLC7,903
0.2% of portfolio›$614.7K
National Wealth Management Group, LLC7,899
0.2% of portfolio›$614.4K
Focus Financial Network, Inc.7,833
0.0% of portfolio›$609.2K
Avidian Wealth Enterprises, LLC7,654
0.0% of portfolio›$595.4K
Client 1ST Advisory Group, LLC7,645
0.2% of portfolio›$594.6K
Embree Financial Group7,503
0.1% of portfolio›$583.6K
Leo Wealth, LLC7,494
0.1% of portfolio›$582.9K
MH & Associates Securities Management Corp7,488
0.5% of portfolio›$582.4K
Global View Capital Management LLC7,377
0.1% of portfolio›$573.8K
Navigation Wealth Management, Inc.7,323
0.9% of portfolio›$571.6K
Old National Bancorp7,253
0.0% of portfolio›$564.1K
Lifetime Wealth Management P.C.7,218
0.3% of portfolio›$561.4K
Clear Harbor Asset Management, LLC7,097
0.0% of portfolio›$552.0K
PFG Advisors7,070
0.0% of portfolio›$549.9K
Leisure Capital Management6,935
0.2% of portfolio›$539.4K
Evanson Financial, LLC6,888
0.0% of portfolio›$535.7K
B. Riley Wealth Advisors, Inc.6,809
0.0% of portfolio›$529.6K
Biltmore Family Office, LLC6,653
0.1% of portfolio›$517.5K
MMA Asset Management LLC6,610
0.2% of portfolio›$514.1K
William John Sempolinski6,465
0.2% of portfolio›$502.8K
Valtinson Bruner Financial Planning LLC6,379
0.1% of portfolio›$496.2K
Bluedoor Private Wealth, LLC6,200
0.2% of portfolio›$482.2K
John W. Brooker & Co., CPAs6,185
0.5% of portfolio›$481.1K
Elevated Capital Advisors, LLC6,171
0.2% of portfolio›$480.0K
Prime Capital Investment Advisors, LLC6,133
0.0% of portfolio›$477.0K
Symmetry Partners, LLC6,069
0.0% of portfolio›$472.0K
North Forty Two & Co.6,017
0.4% of portfolio›$468.0K
Nkcfo LLC6,000
0.3% of portfolio›$467.0K
Archford Capital Strategies, LLC5,967
0.0% of portfolio›$464.1K
Regions Financial Corp5,929
0.0% of portfolio›$461.2K
Sage Advisory Services, Ltd.Co.5,882
0.2% of portfolio›$458.0K
LFG Wealth Partners, LLC5,760
0.2% of portfolio›$448.0K
Partners Wealth Management, LLC5,721
0.0% of portfolio›$445.0K
Portfolio Resources Advisor Group, Inc.5,586
0.4% of portfolio›$434.5K
Texas Bank & Trust Co5,554
0.1% of portfolio›$432.0K
Harbor Investment Advisory, LLC5,470
0.0% of portfolio›$425.5K
PVG Asset Management Corp5,412
0.3% of portfolio›$420.9K
Penbrook Management LLC5,385
0.2% of portfolio›$418.8K
Centerline Wealth Advisors, LLC5,258
0.1% of portfolio›$409.0K
M Holdings Securities, Inc.5,202
0.2% of portfolio›$407.0K
Clear Creek Financial Management, LLC5,168
0.0% of portfolio›$402.0K
Sloy Dahl & Holst, LLC5,035
0.1% of portfolio›$391.6K
Cypress Capital Group5,002
0.0% of portfolio›$389.1K
Fragasso Financial Advisors Inc4,983
0.0% of portfolio›$388.6K
SimpliFi, Inc.4,970
0.2% of portfolio›$386.6K
Signal Advisors Wealth, LLC4,917
0.0% of portfolio›$382.5K
Global Wealth Strategies & Associates4,870
0.1% of portfolio›$378.8K
First Interstate Bank4,827
0.0% of portfolio›$375.4K
Private Trust Co NA4,804
0.0% of portfolio›$373.7K
Heck Capital Advisors, LLC4,535
0.0% of portfolio›$352.7K
Visionary Wealth Advisors4,484
0.0% of portfolio›$348.7K
Tactive Advisors, LLC4,458
0.1% of portfolio›$346.7K
Wedgewood Investors Inc4,372
0.3% of portfolio›$340.1K
First National Trust Co4,305
0.0% of portfolio›$334.8K
StoneX Group Inc.4,270
0.0% of portfolio›$332.2K
Americana Partners, LLC4,227
0.0% of portfolio›$328.8K
Garner Asset Management Corp4,200
0.1% of portfolio›$343.1K
Core Wealth Partners LLC4,186
0.1% of portfolio›$325.6K
Focused Wealth Management, Inc4,160
0.0% of portfolio›$323.6K
Williams & Novak Wealth Management, LLC4,143
0.2% of portfolio›$322.2K
SteelPeak Wealth, LLC4,129
0.0% of portfolio›$321.2K
Novem Group4,080
0.0% of portfolio›$317.3K
Capital Investment Advisors, LLC4,052
0.0% of portfolio›$315.2K
Parallel Advisors, LLC4,023
0.0% of portfolio›$312.9K
Tucker Asset Management LLC4,015
0.1% of portfolio›$312.3K
Sapient Capital LLC4,008
0.0% of portfolio›$311.7K
Cresta Advisors, Ltd.4,000
0.1% of portfolio›$311.1K
Certuity, LLC3,903
0.0% of portfolio›$303.6K
Dutch Asset Corp3,809
0.1% of portfolio›$296.3K
Chicago Capital, LLC3,800
0.0% of portfolio›$295.6K
Cox Capital Mgt LLC3,786
0.2% of portfolio›$294.5K
SkyOak Wealth, LLC3,773
0.0% of portfolio›$293.5K
B.O.S.S. Retirement Advisors, LLC3,733
0.1% of portfolio›$290.4K
Balboa Wealth Partners3,708
0.0% of portfolio›$288.4K
Huntleigh Advisors, Inc.3,704
0.0% of portfolio›$288.1K
Town Capital LLC3,685
0.2% of portfolio›$286.6K
Fonville Wealth Management LLC3,663
0.0% of portfolio›$284.9K
Avid Wealth Partners LLC3,599
0.1% of portfolio›$279.9K
Mather Group, Llc.3,468
0.0% of portfolio›$269.7K
Portside Wealth Group, LLC3,458
0.0% of portfolio›$268.9K
Briaud Financial Planning Inc3,439
0.1% of portfolio›$269.1K
Commonwealth Financial Services, LLC3,436
0.0% of portfolio›$267.3K
Detalus Advisors, LLC3,430
0.1% of portfolio›$266.8K
Wormser Freres Gestion3,404
0.1% of portfolio›$264.8K
Main Street Group, LTD3,272
0.1% of portfolio›$254.5K
Innova Wealth Partners3,268
0.1% of portfolio›$254.2K
Forvis Mazars Wealth Advisors, LLC3,252
0.0% of portfolio›$252.9K
Victory Financial Group, LLC3,212
0.0% of portfolio›$249.8K
Johnson Financial Group, LLC3,132
0.0% of portfolio›$243.6K
Cane Capital Partners, LLC3,125
0.1% of portfolio›$243.1K
D.B. Root & Company, LLC3,067
0.1% of portfolio›$238.6K
Quest 10 Wealth Builders, Inc.3,060
0.2% of portfolio›$238.0K
Asset One Wealth Management LLC2,998
0.0% of portfolio›$233.2K
Citizens Financial Group Inc2,991
0.0% of portfolio›$232.6K
Sunpointe, LLC2,987
0.1% of portfolio›$232.3K
Compass Ion Advisors, LLC2,970
0.0% of portfolio›$231.0K
Bryn Mawr Trust Advisors, LLC2,951
0.0% of portfolio›$229.5K
Murphy & Mullick Capital Management Corp2,904
0.1% of portfolio›$225.8K
Refined Wealth Management2,902
0.1% of portfolio›$225.7K
Firethorn Wealth Partners, LLC2,890
0.1% of portfolio›$224.8K
Weaver Consulting Group2,884
0.0% of portfolio›$224.3K
Gilpin Wealth Management, LLC2,868
0.2% of portfolio›$223.1K
Busey Bank2,862
0.0% of portfolio›$222.6K
IMG Wealth Management, Inc.2,852
0.1% of portfolio›$221.8K
Facet Wealth, Inc.2,849
0.0% of portfolio›$221.6K
Cadent Capital Advisors, LLC2,810
0.0% of portfolio›$218.6K
Bedminster, LLC2,800
0.2% of portfolio›$217.8K
Simon Quick Advisors, LLC2,781
0.0% of portfolio›$216.3K
CRA Financial Services, LLC2,770
0.0% of portfolio›$215.5K
Morton Capital Management LLC2,770
0.0% of portfolio›$215.5K
Pinnacle Wealth Planning Services, Inc.2,711
0.0% of portfolio›$210.9K
Klaas Financial Asset Advisors, LLC2,654
0.0% of portfolio›$206.4K
Forum Financial Management, LP2,646
0.0% of portfolio›$205.8K
Inman Jager Wealth Management, LLC2,641
0.1% of portfolio›$205.4K
Ascent Group, LLC2,635
0.0% of portfolio›$205.0K
Altiora Financial Group, LLC2,631
0.0% of portfolio›$204.6K
Pinnacle Bancorp, Inc.2,624
0.1% of portfolio›$204.1K
Annex Advisory Services, LLC2,609
0.0% of portfolio›$202.9K
Canandaigua National Trust Co of Florida2,600
0.1% of portfolio›$202.2K
Guardian Partners Inc.2,575
0.0% of portfolio›$200.3K
iA Global Asset Management Inc.2,523
0.0% of portfolio›$196
Morling Financial Advisors, LLC2,201
0.0% of portfolio›$171.2K
Caldwell Trust Co2,197
0.0% of portfolio›$170.9K
Gen-Wealth Partners Inc2,187
0.0% of portfolio›$170.1K
Pflug Koory, LLC2,109
0.1% of portfolio›$164.0K
Kingdom Financial Group Llc.2,108
0.0% of portfolio›$164.0K
Union Bancaire Privee, UBP SA2,000
0.0% of portfolio›$130.5K
Maryland Capital Advisors Inc.1,772
0.0% of portfolio›$137.8K
Blue Trust, Inc.1,760
0.0% of portfolio›$136.9K
Lanark Financial, Inc.1,697
0.0% of portfolio›$132.0K
Lloyd Advisory Services, Llc.1,560
0.0% of portfolio›$121.3K
Nfsg Corp1,426
0.0% of portfolio›$110.9K
GK Wealth Management LLC1,392
0.1% of portfolio›$108.2K
Capital Investment Advisory Services, LLC1,274
0.0% of portfolio›$99.1K
Friedenthal Financial1,231
0.0% of portfolio›$95.7K
Fairscale Capital, LLC1,220
0.1% of portfolio›$99.8K
Kings Path Partners LLC1,195
0.0% of portfolio›$92.9K
Asset Dedication, LLC1,189
0.0% of portfolio›$92.5K
Networth Advisors, LLC1,147
0.1% of portfolio›$89.2K
St. Johns Investment Management Company, LLC1,103
0.0% of portfolio›$85.8K
Heritage Family Offices, LLP1,097
0.0% of portfolio›$85.3K
Financial Perspectives, Inc1,049
0.0% of portfolio›$81.6K
Finley Financial, LLC1,040
0.0% of portfolio›$80.8K
Buck Wealth Strategies, LLC1,026
0.0% of portfolio›$79.8K
Q Fund Management (Hong Kong) Ltd1,000
0.1% of portfolio›$77.8K
Chicago Partners Investment Group LLC998
0.0% of portfolio›$81.2K
Parkside Financial Bank & Trust993
0.0% of portfolio›$77.2K
Signature Equity Partners, LLC969
0.0% of portfolio›$75.4K
CX Institutional885
0.0% of portfolio›$69
Balentine LLC854
0.0% of portfolio›$66.4K
BankChampaign, National Association838
0.1% of portfolio›$65.2K
Equitec Proprietary Markets, LLC800
0.0% of portfolio›$62.2K
Glass Jacobson Investment Advisors llc784
0.0% of portfolio›$61.0K
Evolution Wealth Management Inc.755
0.0% of portfolio›$58.7K
Root Financial Partners, LLC728
0.0% of portfolio›$56.6K
Pioneer Family Office, LLC690
0.0% of portfolio›$53.7K
Nova Financial LLC584
0.0% of portfolio›$45.4K
Versant Capital Management, Inc564
0.0% of portfolio›$43.9K
Financial Consulate, Inc506
0.0% of portfolio›$39.4K
Viewpoint Capital Management LLC460
0.0% of portfolio›$35.8K
Concord Wealth Partners444
0.0% of portfolio›$34.5K
Clean Yield Group440
0.0% of portfolio›$34.2K
Eastern Bank420
0.0% of portfolio›$32.7K
Reicon Wealth Advisors, LLC344
0.0% of portfolio›$26.8K
MassMutual Private Wealth & Trust, FSB336
0.0% of portfolio›$26.1K
Tounjian Advisory Partners, LLC323
0.0% of portfolio›$25.1K
Key Capital Management, Inc322
0.0% of portfolio›$25.0K
Salomon & Ludwin, LLC314
0.0% of portfolio›$24.4K
Tsfg, LLC313
0.0% of portfolio›$24
Pacifica Partners Inc.307
0.0% of portfolio›$23.9K
Roxbury Financial LLC300
0.0% of portfolio›$23.3K
Ascentis Wealth Management, LLC295
0.0% of portfolio›$22.9K
Barrett & Company, Inc.286
0.0% of portfolio›$22.2K
Robinson Value Management, Ltd.283
0.0% of portfolio›$22.0K
Physician Wealth Advisors, Inc.273
0.0% of portfolio›$21.2K
Towne Trust Company, N.a269
0.0% of portfolio›$20.9K
Signaturefd, LLC264
0.0% of portfolio›$20.5K
Canton Hathaway, LLC258
0.0% of portfolio›$20.1K
Provident Wealth Management, LLC233
0.0% of portfolio›$18.1K
Southern Michigan Bank & Trust230
0.0% of portfolio›$17.9K
Mosley Wealth Management224
0.0% of portfolio›$17.9K
Investors Research Corp217
0.0% of portfolio›$16.9K
West Branch Capital LLC215
0.0% of portfolio›$16.7K
Coastline Trust Co207
0.0% of portfolio›$16.1K
RHL Group, LLC185
0.0% of portfolio›$14.4K
Foresight Capital Management Advisors, Inc.183
0.0% of portfolio›$14.2K
Armstrong Advisory Group, Inc177
0.0% of portfolio›$13.8K
Daytona Street Capital LLC175
0.0% of portfolio›$13.4K
Hurley Capital, LLC166
0.0% of portfolio›$12.9K
Park Edge Advisors, LLC165
0.0% of portfolio›$12.8K
Birch Financial Group, LLC142
0.0% of portfolio›$11.0K
Tradewinds Capital Management, LLC140
0.0% of portfolio›$10.9K
Cape Investment Advisory, Inc.136
0.0% of portfolio›$10.6K
EPG Wealth Management LLC134
0.0% of portfolio›$10.4K
Toth Financial Advisory Corp133
0.0% of portfolio›$10.3K
Woodard & Co Asset Management Group Inc132
0.0% of portfolio›$10.3K
CKW Financial Group116
0.0% of portfolio›$9
Markowski Investments104
0.0% of portfolio›$8.1K
Edgemoor Investment Advisors, Inc.104
0.0% of portfolio›$8.1K
Rosenberg Matthew Hamilton99
0.0% of portfolio›$7.7K
Cherry Tree Wealth Management, LLC98
0.0% of portfolio›$7.6K
JFS Wealth Advisors, LLC98
0.0% of portfolio›$7.6K
Tompkins Financial Corp85
0.0% of portfolio›$6.6K
Independence Bank of Kentucky83
0.0% of portfolio›$6.5K
Archer Investment Corp79
0.0% of portfolio›$6.1K
PayPay Securities Corp72
0.2% of portfolio›$5.6K
Paladin Partners, LLC70
0.0% of portfolio›$5.4K
Syntax Research, Inc.66
0.0% of portfolio›$5.1K
Private Wealth Management Group, LLC63
0.0% of portfolio›$4.9K
Richardson Financial Services Inc.59
0.0% of portfolio›$4.6K
Dhjj Financial Advisors, Ltd.55
0.0% of portfolio›$4.3K
First Bancorp, Inc55
0.0% of portfolio›$4.3K
Advanced Asset Management Advisors Inc50
0.0% of portfolio›$3.9K
RMG Wealth Management LLC50
0.0% of portfolio›$4.1K
Transce3nd, LLC45
0.0% of portfolio›$3.6K
Hilton Head Capital Partners, LLC37
0.0% of portfolio›$2.9K
GoalVest Advisory LLC32
0.0% of portfolio›$2.5K
Bfsg, LLC28
0.0% of portfolio›$2.2K
Nvest Wealth Strategies, Inc.27
0.0% of portfolio›$2.1K
American Capital Advisory, LLC24
0.0% of portfolio›$1.9K
High Point Wealth Management, LLC23
0.0% of portfolio›$1.8K
Cedar Mountain Advisors, LLC20
0.0% of portfolio›$1.6K
Fulcrum Equity Management17
0.0% of portfolio›$1.3K
West Paces Advisors Inc.17
0.0% of portfolio›$1.3K
Trust Co of Vermont16
0.0% of portfolio›$1.2K
Birchwood Financial Partners, Inc.12
0.0% of portfolio›$951
Catherine Avery Investment Management LLC12
0.0% of portfolio›$933
Silver Grove Financial Group, Inc.9
0.0% of portfolio›$700
Comprehensive Financial Planning, Inc.8
0.0% of portfolio›$622
Covestor Ltd8
0.0% of portfolio›$1
Signature Resources Capital Management, LLC6
0.0% of portfolio›$467
Retirement Wealth Solutions LLC3
0.0% of portfolio›$259
Indiana Trust & Investment Management Co2
0.0% of portfolio›$156
Prairie Wealth Advisors, Inc.0
0.1% of portfolio›$603.6K
Illumine Investment Management, LLC0
1.4% of portfolio›$2.0M
StyleTurnoverLocationFiled
Citigroup Inc
12,506,386$972.7M0.3%CoreMediumNew York, NY2026-11-04
Simplex Trading, LLC
2,984,270$232.1M0.1%CoreVery HighChicago, IL2026-11-04
MacKenzie Financial Corp
2,636,300$205.1M0.2%CoreMediumToronto Ontario, Australia2026-11-02
Truist Financial Corp
2,278,304$177.2M0.2%CoreLowCharlotte, NC2026-10-30
Vantagepoint Investment Advisers LLC
2,039,385$158.6M1.2%ETFVery LowWashington, DC2026-10-26
Mirae Asset Global Investments Co., Ltd.
1,736,028$135.0M0.2%GrowthLowSeoul, Malaysia2026-11-03
WestEnd Advisors, LLC
1,649,613$128.3M2.8%ETFMediumCharlotte, NC2026-10-27
Commonwealth Equity Services, LLC
999,752$77.8M0.1%ETFLowWaltham, MA2026-11-02
Imc-Chicago, LLC
986,923$76.8M0.0%GARPVery HighChicago, IL2026-11-05
Cassaday & Co Wealth Management LLC
944,743$73.5M1.3%ETFVery LowMclean, VA2026-10-27
TD Private Client Wealth LLC
854,819$66.5M1.2%ETFLowNew York, NY2026-10-28
AIA Group Ltd
830,458$64.6M0.8%GrowthMediumHong Kong, South Korea2026-10-30
First Citizens Bank & Trust Co
675,558$52.5M0.8%CoreMediumRaleigh, NC2026-10-14
Townsend & Associates, Inc
550,320$44.1M3.7%Deep ValueLowWestminster, CO2026-10-23
Bell Investment Advisors, Inc
500,221$38.9M5.7%ETFVery LowOrinda, CA2026-10-29
FNY Investment Advisers, LLC
469,728$36.5K0.0%GrowthVery HighNew York, NY2026-10-16
Tectonic Advisors LLC
384,917$29.9M1.4%YieldLowFrisco, TX2026-10-22
Carrhae Capital LLP
376,785$29.3M0.9%GARPVery HighLondon, United Kingdom2026-10-20
New Harbor Financial Group, LLC
376,256$29.3M4.4%ETFMediumWorcester, MA2026-10-22
Cambridge Investment Research Advisors, Inc.
364,820$28.4K0.0%ETFLowFairfield, IA2026-11-02
Willis Johnson Wealth, Inc.
359,180$27.9M1.5%ETFLowHouston, TX2026-11-03
Vision Financial Markets LLC
346,900$27.0M20.6%CoreLowStamford, CT2026-10-22
Third View Private Wealth, LLC
344,395$26.8M3.2%GrowthLowWestport, CT2026-10-30
Trilogy Capital Inc.
344,389$26.8M1.0%ETFMediumIrvine, CA2026-10-20
Principal Financial Group Inc
335,730$26.1M0.0%CoreLowDes Moines, IA2026-11-02
Insight Wealth Strategies, LLC
330,227$25.7M2.5%ETFHighSan Ramon, CA2026-10-09
Strong Tower Advisory Services
327,120$25.4M4.5%CoreMediumMinneapolis, MN2026-10-13
One Day In July LLC
294,316$22.9M1.6%ETFVery LowBurlington, VT2026-10-30
Simplicity Wealth,LLC
292,598$22.8M0.7%ETFLowSummit, NJ2026-10-23
Sanders Morris Harris LLC
285,000$22.2M2.9%GARPLowHouston, TX2026-10-14
Fund Evaluation Group, LLC
265,309$20.6M0.5%ETFLowCincinnati, OH2026-11-05
IFP Advisors, Inc
261,478$20.3M0.3%GrowthLowTampa, FL2026-10-16
Kestra Private Wealth Services, LLC
257,492$20.0M0.2%GrowthLowAustin, TX2026-10-30
SBI Securities Co., Ltd.
251,761$19.6M0.4%Agg GrowthLowTokyo, Mexico2026-10-22
Integrity Alliance, Llc.
244,880$19.0M0.6%ETFMediumUrbandale, IA2026-10-29
Form Wealth Advisors, LLC
230,087$17.9M2.0%ETFMediumLake Geneva, WI2026-10-13
Procyon Advisors, LLC
228,891$17.8M0.8%CoreVery LowShelton, CT2026-10-21
Elevation Point Wealth Partners, LLC
221,470$17.2M0.3%CoreHighDenver, CO2026-11-05
Privium Fund Management (UK) Ltd
217,300$17.0M8.5%ETFVery HighLondon, United Kingdom2026-10-30
Royal Fund Management, LLC
215,893$16.8M1.3%GrowthMediumLady Lake, FL2026-10-22
WJ Interests, LLC
214,163$16.7M6.0%ETFLowSugar Land, TX2026-10-14
Concurrent Investment Advisors, LLC
210,444$16.4M0.1%GrowthMediumTampa, FL2026-10-16
Venture Visionary Partners LLC
208,633$16.2M0.4%CoreLowSylvania, OH2026-10-07
Wealth Enhancement Advisory Services, LLC
206,833$16.1M0.0%CoreLowPlymouth, MN2026-10-13
Carrera Capital Advisors
201,588$15.7M2.2%ETFMediumTroy, MI2026-11-03
Greenup Street Wealth Management LLC
197,515$15.4M1.9%ETFMediumOverland Park, KS2026-10-28
BOS Asset Management, LLC
197,502$15.4M3.6%ETFLowSpringfield, IL2026-10-09
Cultivar Capital, Inc.
195,220$15.2M9.5%YieldLowDenton, TX2026-10-14
Farmers & Merchants Trust Co of Chambersburg PA
193,588$15.1K0.0%GARPLowChambersburg, PA2026-10-14
Prospera Financial Services Inc
189,507$15.5M0.2%CoreMediumDallas, TX2026-11-04
Oppenheimer & Co Inc
188,545$14.7M0.2%CoreLowNew York, NY2026-10-26
Wealth Alliance Advisory Group, LLC
174,137$13.5M1.9%CoreLowWichita, KS2026-10-14
Financial Enhancement Group LLC
170,442$13.1M1.5%ETFMediumAnderson, IN2026-10-08
New York Life Investment Management LLC
166,722$13.0M0.1%GrowthLowNew York, NY2026-11-04
Kestra Advisory Services, LLC
163,109$12.7M0.0%CoreLowAustin, TX2026-11-02
Axiom Investment Management LLC
160,181$12.5M10.3%CoreN/ANew York, NY2026-11-03
Deane Retirement Strategies, Inc.
159,113$12.4M5.1%CoreVery HighNew Orleans, LA2026-10-09
TD Waterhouse Canada Inc.
157,589$12.2M0.0%CoreLowToronto, Australia2026-10-16
Farther Finance Advisors, LLC
157,182$12.2M0.1%IndexLowSan Francisco, CA2026-10-08
T3 Companies, LLC
155,901$12.1M11.7%CoreVery HighNew York, NY2026-10-22
Benin Management Corp
155,533$12.1M2.3%CoreVery LowRedding, CT2026-10-22
High Note Wealth, LLC
154,675$12.0M2.0%ETFVery LowDeephaven, MN2026-10-27
Cordoba Advisory Partners LLC
145,537$11.3M1.4%ETFMediumNew York, NY2026-10-19
Quaker Wealth Management, LLC
141,216$11.0M3.2%ETFMediumMoorestown, NJ2026-10-22
Brookstone Capital Management
133,712$10.4M0.1%ETFMediumWheaton, IL2026-10-22
Ashton Thomas Private Wealth, LLC
133,523$10.4M0.2%CoreMediumScottsdale, AZ2026-11-03
Assetmark, Inc
129,269$10.1M0.0%ETFLowConcord, CA2026-10-21
Independent Financial Group, LLC
124,599$9.7M0.2%GrowthLowSan Diego, CA2026-10-13
Nationwide Fund Advisors
119,258$9.3M0.4%ETFVery LowColumbus, OH2026-10-28
Sicart Associates LLC
118,762$9.5M2.3%CoreLowNew York, NY2026-10-29
Praxis Capital Management LLC
118,200$9.2M15.6%ETFVery HighHinsdale, IL2026-10-16
Heartwood Wealth Advisors LLC
117,855$9.2M0.7%ETFLowRichmond, VA2026-10-05
Security Benefit Life Insurance Co
110,000$8.6M10.4%Agg GrowthMediumTopeka, KS2026-11-05
Sovran Advisors, LLC
108,693$8.9M0.6%ETFMediumSan Diego, CA2026-11-02
IPG Investment Advisors LLC
107,191$8.3M1.2%CoreMediumSan Diego, CA2026-10-30
Ridgepath Capital Management LLC
102,328$8.0M4.4%ETFHighKnoxville, TN2026-10-29
Walkner Condon Financial Advisors LLC
102,057$7.9M0.9%ETFLowVerona, WI2026-11-02
Atria Investments, Inc
102,051$7.9M0.1%CoreMediumCharlotte, NC2026-10-15
Legacy Private Trust Co.
99,639$7.7M0.4%ETFLowNeenah, WI2026-10-06
Davenport & Co LLC
95,593$7.4M0.0%CoreMediumRichmond, VA2026-10-14
Udine Wealth Management, Inc.
93,023$7.2M2.9%GrowthMediumBoca Raton, FL2026-10-23
Market Street Wealth Management Advisors LLC
91,707$7.1M1.0%ETFMediumIndianapolis, IN2026-10-09
Birchbrook, Inc.
90,527$7.0M3.4%ETFLowBangor, ME2026-10-14
Portman Square Capital LLP
90,000$7.0M0.4%GARPHighLondon, United Kingdom2026-10-15
Park Avenue Securities LLC
89,780$7.0K0.0%ETFMediumNew York, NY2026-10-26
Triumph Capital Management
88,846$6.9M1.2%ETFMediumDenver, CO2026-10-14
Brown Wealth Management, LLC
87,890$6.8M1.5%ETFMediumNaperville, IL2026-10-20
Fermata Advisors, LLC
86,198$6.7M1.3%ETFLowSonoma, CA2026-10-13
Arlington Capital Management Inc
85,353$6.6M3.8%GARPHighArlington Heights, IL2026-10-30
Smith & Howard Wealth Management, LLC
85,000$6.6M1.3%ETFLowAtlanta, GA2026-10-27
Rezny Wealth Management, Inc.
82,413$6.4M1.1%ETFLowFort Myers, FL2026-10-15
Csenge Advisory Group
77,906$6.1M0.2%ETFMediumClearwater, FL2026-11-04
4Thought Financial Group Inc.
75,433$5.9M2.7%ETFLowSyosset, NY2026-11-02
Sharkey, Howes & Javer
75,345$5.9M0.7%ETFMediumDenver, CO2026-10-22
Vontobel Holding Ltd.
74,761$5.8M0.0%CoreMediumZurich, Switzerland2026-10-16
Perigon Wealth Management, LLC
74,073$5.8M0.1%GrowthLowSan Francisco, CA2026-10-22
First Horizon Corp
72,081$5.6M0.2%CoreLowMemphis, TN2026-10-26
LCW Services, LLC
71,301$5.5M2.3%ETFLowVirginia Beach, VA2026-10-21
Boomfish Wealth Group, LLC
71,130$5.5M2.4%GrowthMediumAlpharetta, GA2026-10-22
Ballew Advisors, Inc
70,820$5.5M2.7%ETFLowJackson, MS2026-10-05
Diversify Wealth Management, LLC
70,281$5.6M0.1%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
70,281$5.6M0.1%GrowthLowSandy, UT2026-10-20
Arnhold LLC
70,000$5.4M0.4%GARPLowNew York, NY2026-10-26
Convergence Financial, LLC
67,330$5.2M0.7%ETFMediumColumbia, MO2026-10-27
J. Safra Sarasin Holding AG
66,355$5.2M0.1%CoreMediumBasel, Switzerland2026-10-26
Axxcess Wealth Management, LLC
65,924$5.1M0.2%CoreLowCarlsbad, CA2026-10-21
Canandaigua National Bank & Trust Co
64,789$5.0M0.4%CoreVery LowCanandaigua, NY2026-10-07
Miller Financial Services LLC
64,667$5.0M3.8%CoreLowMarshall, MI2026-10-20
Sowell Financial Services LLC
63,214$4.9M0.2%CoreLowNorth Little Rock, AR2026-10-23
Beacon Advisors Holdings, LLC
62,018$4.8M2.3%ETFVery LowAustin, TX2026-10-27
Verus Capital Partners, LLC
61,722$4.8M0.3%GrowthLowScottsdale, AZ2026-11-03
Horst & Graben Wealth Management LLC
61,092$4.8M0.6%ETFMediumPortland, OR2026-11-02
Aspect Partners, LLC
61,058$4.7M1.8%ETFMediumFairfax, VA2026-10-20
D.A. Davidson & Co.
60,818$4.7M0.0%CoreLowGreat Falls, MT2026-10-28
Midwest Heritage Bank, FSB
60,447$4.7M1.4%ETFVery LowWest Des Moines, IA2026-10-26
Lynx Capital Group LTD
58,837$4.6M1.8%ValueLowBeachwood, OH2026-11-04
Wedbush Securities Inc
57,770$4.5K0.0%CoreLowPasadena, CA2026-10-22
CoreCap Advisors, LLC
57,683$4.5M0.1%ETFMediumSouthfield, MI2026-10-08
CWC Advisors, Llc.
57,539$4.5M2.1%GARPLowLake Oswego, OR2026-10-15
Tctc Holdings, LLC
57,500$4.5M0.1%ValueVery LowDallas, TX2026-11-02
Krilogy Financial LLC
57,066$4.5M0.1%GrowthLowSt. Louis, MO2026-10-13
Atlas Private Wealth Advisors
55,532$4.3M0.9%ETFLowRed Bank, NJ2026-10-23
Quadrant Private Wealth Management, LLC
54,829$4.3M0.6%GrowthLowCenter Valley, PA2026-11-04
Intergy Private Wealth, LLC
54,614$4.2M1.0%ETFVery LowColorado Springs, CO2026-10-16
Sims Investment Management, LLC
53,739$4.2M1.3%ETFVery LowCincinnati, OH2026-10-13
Tempus Wealth Planning, LLC
53,727$4.2M0.8%ETFMediumIrvine, CA2026-10-14
Hixon Zuercher, LLC
53,724$4.2M1.2%CoreMediumFindlay, OH2026-10-13
Nolet Wealth Management, LLC
52,970$4.1M2.3%ETFMediumFort Worth, TX2026-10-15
TCP Asset Management, LLC
51,920$4.0M0.5%ETFLowUpper Arlington, OH2026-10-14
Globalt Investments LLC / GA
51,730$4.0M0.1%ETFLowAtlanta, GA2026-10-27
Sagespring Wealth Partners, LLC
50,735$3.9M0.1%ETFLowFranklin, TN2026-10-22
Pilgrim Partners Asia Pte Ltd
50,000$3.9M0.8%ETFMediumSingapore, Turkey2026-10-29
Milestones Private Investment Advisors LLC
49,656$3.9M3.1%ETFMediumFairport, NY2026-10-19
Upper Left Wealth Management, LLC
49,301$3.8M2.0%ETFMediumTampa, FL2026-10-14
DKM Wealth Management, Inc.
48,509$3.8M2.4%YieldVery LowStockton, CA2026-10-09
Shelton Wealth Management, LLC
47,827$3.7M1.5%GrowthMediumFort Worth, TX2026-10-16
Beirne Wealth Consulting Services, LLC
46,240$3.6M0.7%ETFLowShelton, CT2026-10-19
Compass Financial Management LLC
45,323$3.5M0.4%CoreN/ATampa, FL2026-10-30
Encompass More Asset Management
44,572$3.5M0.5%ETFHighDanville, CA2026-10-16
Trek Financial, LLC
43,389$3.4M0.2%ETFHighScottsdale, AZ2026-10-29
Latitude Advisors, LLC
42,944$3.3M1.0%ETFLowYorkville, IL2026-10-27
Foguth Wealth Management, Llc.
42,614$3.4M0.3%ETFHighBrighton, MI2026-10-19
Juno Financial Group LLC
42,437$3.3M1.2%ETFMediumRichmond, VA2026-10-27
Braun-Bostich & Associates Inc.
42,223$3.3M1.9%ETFMediumCanonsburg, PA2026-10-20
Creative Planning
41,992$3.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Cullen T Bankers, Inc.
41,699$3.2M0.0%GrowthLowSan Antonio, TX2026-10-28
Spectrum Strategic Capital Management, LLC
40,488$3.1M1.5%ETFMediumCorvallis, OR2026-10-22
Wilmington Savings Fund Society, FSB
40,140$3.1M0.1%CoreLowWilmington, DE2026-10-23
Sigma Planning Corp
39,791$3.1M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Unique Wealth Strategies, LLC
39,615$3.4M1.3%CoreMediumBurr Ridge, IL2026-10-13
Fiduciary Financial Group, LLC
38,635$3.0M0.4%ETFLowSan Rafael, CA2026-10-13
WealthCare Asset Management, LLC
37,802$2.9M2.5%CoreHighSpringfield, MO2026-10-26
Summit Financial Wealth Advisors, LLC
37,642$2.9M0.4%ETFLowLafayette, LA2026-10-15
GC Wealth Management RIA, LLC
37,304$2.9M0.1%GrowthMediumCambridge, MA2026-11-02
Meridian Wealth Management, LLC
36,885$2.9M0.1%GrowthLowLexington, KY2026-11-05
Heritage Wealth Management, Inc.
36,519$2.8M1.0%ETFLowSan Diego, CA2026-10-27
Warberg Asset Management LLC
36,000$2.8M0.4%YieldHighWinnetka, IL2026-11-02
Stonehaven Wealth & TAX Solutions, LLC
35,530$2.8M2.6%ETFLowAppleton, WI2026-10-22
Glaxis Capital Management, LLC
35,000$2.7M6.5%GARPVery HighSarasota, FL2026-11-02
Arvest Investments, Inc.
33,978$2.6M0.3%ETFLowLowell, AR2026-10-21
Midwest Financial Group LLC
32,633$2.5M0.9%ETFLowOverland Park, KS2026-10-15
OpenArc Corporate Advisory, LLC
32,415$2.5M0.0%GrowthLowAtlanta, GA2026-10-21
Blue Capital, Inc.
32,230$2.5M1.6%CoreHighOmaha, NE2026-10-13
Creative Financial Designs Inc
31,411$2.4M0.1%ETFMediumKokomo, IN2026-11-04
Yoder Wealth Management, Inc.
31,271$2.4M0.9%ETFLowWalnut Creek, CA2026-10-13
Primoris Wealth Advisors, LLC
29,700$2.3M1.1%GrowthMediumNorth Palm Beach, FL2026-10-28
4Wealth Advisors, Inc.
29,571$2.3M1.6%ETFMediumBurr Ridge, IL2026-10-13
Plancorp, LLC
29,434$2.4M0.1%ETFLowSaint Louis, MO2026-11-03
Integrity Wealth Partners, LLC
29,425$2.3M1.8%ETFN/AWalnut Creek, CA2026-10-14
Genesee Capital Advisors, LLC
29,423$2.3M0.7%ETFMediumAuburn, NY2026-10-20
LifeWealth Investments, LLC
29,131$2.3M0.6%ETFMediumWinter Garden, FL2026-10-21
Erickson Financial Group, LLC
28,783$2.2M1.2%ETFVery LowAllentown, PA2026-11-05
BCM Advisors, LLC
28,450$2.3M0.5%ETFLowLafayette, LA2026-11-03
Clay Northam Wealth Management, LLC
28,055$2.2M1.0%GrowthVery LowHuntington Beach, CA2026-10-13
James Investment Research, Inc.
26,128$2.0M0.2%CoreLowAlpha, OH2026-10-22
ShoreHaven Wealth Partners, LLC
25,781$2.0M0.6%ETFMediumRed Bank, NJ2026-10-16
Formidable Asset Management, LLC
25,526$2.2M0.3%CoreLowCincinnati, OH2026-11-03
MBA Advisors LLC
25,138$2.0M0.6%ETFLowHermitage, PA2026-10-29
Roberts Financial Services LLC
25,128$2.0M0.6%ETFLowMarquette, MI2026-10-23
Signature Estate & Investment Advisors LLC
25,121$2.0M0.0%ETFMediumLos Angeles, CA2026-10-13
Titleist Asset Management, LLC
24,911$1.9M0.1%ETFLowSan Antonio, TX2026-10-08
Flagstar Securities, Inc
24,873$1.9M0.6%ETFVery LowNew York, NY2026-10-15
Argyle Capital Partners, LLC
24,481$1.9M1.2%CoreLowLos Angeles, CA2026-10-23
Cadinha & Co LLC
23,883$1.9M0.3%GrowthLowHonolulu, HI2026-10-22
Apeiron RIA LLC
23,396$1.8M0.4%ETFMediumDallas, TX2026-10-08
Investment House LLC
23,124$1.8M0.1%CoreMediumRedondo Beach, CA2026-10-21
RFG Advisory, LLC
22,469$1.7M0.0%ETFMediumBirmingham, AL2026-11-03
Virtue Capital Management, LLC
22,201$1.7M0.2%GrowthHighBrentwood, TN2026-10-29
Vise Technologies, Inc.
21,905$1.7M0.0%IndexLowNew York, NY2026-10-29
Rakuten Securities, Inc.
21,868$1.7M0.5%Agg GrowthHighTokyo, Mexico2026-11-02
Hoxton Planning & Management, LLC
21,744$1.7M0.4%ETFLowShepherdstown, WV2026-10-15
Christensen, King & Associates Investment Services, Inc.
21,417$1.7M0.6%ETFVery LowRichland, WA2026-10-22
Dynamic Wealth Strategies, LLC
21,342$1.7M0.9%ETFLowGranite Bay, CA2026-10-16
Vaquero Private Wealth, LTD
21,270$1.7M0.3%ETFN/ADallas, TX2026-10-27
Mariner Investment Group LLC
21,074$1.6M0.3%ETFHighNew York, NY2026-11-04
Aurora Private Wealth, Inc.
20,757$1.6K0.0%ETFLowRockaway, NJ2026-10-20
GAM Holding AG
20,000$1.6M0.1%CoreMediumZurich, Switzerland2026-11-03
Harbor Capital Advisors, Inc.
19,897$1.5K0.0%ValueHighChicago, IL2026-10-22
Cornerstone Wealth Management, LLC
19,808$1.5M0.1%ETFVery LowSt. Peters, MO2026-11-04
McAdam, LLC
19,730$1.5M0.1%ETFLowPhiladelphia, PA2026-10-21
Catalyst Private Wealth, LLC
19,371$1.5M0.6%ETFVery LowSan Mateo, CA2026-10-13
Alterna Wealth Management, Inc
19,253$1.5M0.8%ETFMediumHouston, TX2026-10-27
Kornitzer Capital Management Inc
19,241$1.5M0.0%CoreLowShawnee Mission, KS2026-11-03
MGO One Seven LLC
18,946$1.5M0.0%GrowthLowBeachwood, OH2026-10-28
Michael J. Porro & Co. Financial Advisors, Inc.
18,270$1.4M0.9%GrowthLowOld Tappan, NJ2026-10-16
Professional Financial Advisors, LLC
18,173$1.4M0.2%ETFMediumNorth Platte, NE2026-10-13
Transmarket Holdings LP
18,060$1.4M0.8%Deep ValueVery HighChicago, IL2026-10-27
Capital Investment Counsel, Inc
18,045$1.4M0.2%GrowthVery LowRaleigh, NC2026-10-20
Boltwood Capital Management
17,709$1.4M0.3%ETFVery LowWalnut Creek, CA2026-10-02
Rooted Wealth Advisors, Inc.
17,617$1.5M0.4%ETFLowBourbonnais, IL2026-11-03
Integrity Advisory Solutions, LLC
17,481$1.4M0.1%ETFMediumDallas, TX2026-10-29
Goelzer Investment Management, Inc.
17,134$1.3M0.1%GrowthLowCarmel, IN2026-10-16
Affinity Capital Advisors, LLC
17,125$1.3M0.2%ETFLowBerkeley, CA2026-10-13
Stronghold Wealth Management L.L.C.
17,056$1.3M1.8%CoreLowTampa, FL2026-10-16
Mechanics Bank Trust Department
16,904$1.3M0.2%CoreLowWalnut Creek, CA2026-10-13
Almanack Investment Partners, Llc.
16,788$1.3M0.2%ETFMediumNewtown Square, PA2026-11-03
Western Financial Corp
16,640$1.3M0.4%MomentumHighSan Diego, CA2026-10-14
Patton Fund Management, Inc.
16,288$1.3M0.3%GARPHighNew York, NY2026-10-13
Wolverine Asset Management LLC
16,267$1.3M0.0%Deep ValueVery HighChicago, IL2026-11-02
Narus Financial Partners, LLC
16,005$1.2M0.3%ValueLowSalt Lake City, UT2026-10-19
Sjbenen Advisory, LLC
16,000$1.2M0.7%ETFLowChapel Hill, NC2026-10-19
CFS Investment Advisory Services, LLC
15,720$1.2M0.1%ETFMediumTotowa, NJ2026-10-19
Schear Investment Advisers, LLC
15,480$1.2M0.1%Agg GrowthMediumCincinnati, OH2026-10-14
Tempo Wealth, LLC
15,480$1.2M0.1%Agg GrowthLowIndependence, OH2026-10-14
Integrated Advisors Network LLC
15,477$1.2M0.1%GrowthMediumDallas, TX2026-10-20
United Advisor Group, LLC
15,411$1.2M0.1%ETFLowCincinnati, OH2026-11-03
Dynamic Advisor Solutions LLC
15,133$1.2M0.0%ETFLowPhoenix, AZ2026-10-13
Koshinski Asset Management, Inc.
14,939$1.2M0.1%ETFLowDecatur, IL2026-10-29
Westside Investment Management, Inc.
14,657$1.1M0.1%GrowthLowSanta Monica, CA2026-11-02
Wealthcare Advisory Partners LLC
14,595$1.1M0.0%ETFLowWest Chester, PA2026-10-21
Matrix Trust Co
14,419$1.1K0.0%ETFLowDenver, CO2026-10-07
Apollon Wealth Management, LLC
14,063$1.1M0.0%GrowthLowMount Pleasant, SC2026-10-23
Crescent Grove Advisors, LLC
14,023$1.1M0.1%ETFLowLake Forest, IL2026-10-21
E&G Advisors, LLC
13,729$1.1M0.2%ETFVery LowHouston, TX2026-10-13
Independence Wealth Advisors, LLC
13,578$1.1M0.5%ETFHighIndependence, OH2026-10-29
Roman Butler Fullerton & Co
13,535$1.1M0.2%GrowthMediumSt Louis, MO2026-10-27
VestGen Advisors, LLC
13,525$1.1M0.0%GrowthMediumChicago, IL2026-10-27
Aurelius Family Office LLC
13,437$1.0M0.4%ETFVery LowBedford, NH2026-10-23
Patton Albertson Miller Group, LLC
13,343$1.0M0.1%CoreLowChattanooga, TN2026-10-26
Choreo, LLC
13,088$1.0M0.0%IndexLowRockford, IL2026-10-28
Ashton Thomas Securities, LLC
13,035$994.8K0.1%ETFMediumRochester, NY2026-10-26
Keystone Global Partners, LLC
13,000$1.0K0.0%ETFMediumDenver, CO2026-10-13
Chesley Taft & Associates LLC
12,996$1.0M0.0%CoreLowChicago, IL2026-10-13
Unique Wealth, LLC
12,799$995.5K0.1%ETFMediumTampa, FL2026-10-16
Accurate Wealth Management, LLC
12,697$995.1K0.1%CoreMediumWesley Chapel, FL2026-10-20
SeaCrest Wealth Management, LLC
12,675$985.9K0.1%GrowthLowPurchase, NY2026-10-21
Lauer Wealth, LLC
12,528$975.6K0.6%ETFMediumValparaiso, IN2026-10-13
Hudock, Inc.
12,319$958.2K0.1%ETFLowWilliamsport, PA2026-10-14
Summit Financial Consulting LLC
12,257$953.4K0.7%ETFHighSterling Heights, MI2026-10-15
Paragon Capital Management Inc
12,206$949.4K0.7%CoreMediumProvo, UT2026-10-15
Etesian Wealth Advisors, Inc.
12,053$937.5K0.3%ETFLowWest Linn, OR2026-10-27
OAK Family Advisors, LLC
12,004$933.6K0.2%CoreMediumChicago, IL2026-10-19
Cdkv Holdings LLC
11,989$932.5K0.7%ETFMediumDenver, CO2026-10-28
Lido Advisors, LLC
11,945$929.1K0.0%GrowthLowLos Angeles, CA2026-11-04
One Way Holdings LLC
11,750$913.9K0.0%CoreMediumFlower Mound, TX2026-10-29
One Plus One Wealth Management, LLC
11,541$897.7K0.4%ETFMediumJupiter, FL2026-10-16
Realta Investment Advisors
11,216$872.4K0.3%GrowthMediumWilmington, DE2026-10-14
Security Financial Services, Inc.
11,193$870.6K0.1%ETFMediumFort Wayne, IN2026-10-29
Juncture Wealth Strategies, LLC
11,167$868.6K0.2%ETFLowScottsdale, AZ2026-10-06
Helium Advisors LLC
11,141$866.5K0.8%ETFLowVancouver, WA2026-10-23
Keybank National Association
11,115$864.5K0.0%CoreLowBrooklyn, OH2026-11-04
Cooper Financial Group
11,101$863.4K0.1%GrowthMediumIrvine, CA2026-10-07
Values First Advisors, Inc.
11,086$862.3K0.4%CoreMediumJohnson City, TN2026-10-23
Burford Brothers, Inc.
11,039$858.6K0.3%CoreLowDallas, TX2026-10-21
Joseph P. Lucia & Associates, LLC
10,681$830.8K0.2%ETFVery LowYorktown Heights, NY2026-10-30
Avior Wealth Management, LLC
10,529$819.0K0.0%ETFMediumOmaha, NE2026-10-13
United Asset Strategies, Inc.
10,207$793.9K0.1%GrowthLowGarden City, NY2026-10-28
Gerber Kawasaki Wealth & Investment Management
10,016$779.1K0.0%ETFLowSanta Monica, CA2026-10-29
Golden State Wealth Management, LLC
9,934$772.7K0.1%ETFMediumSanta Ana, CA2026-11-02
Ehrlich Financial Group
9,814$763.3K0.4%ETFHighLaguna Niguel, CA2026-10-20
Belvedere Trading LLC
9,735$757.2K0.0%Agg GrowthVery HighChicago, IL2026-11-05
Daymark Wealth Partners, LLC
9,457$735.6K0.0%CoreLowCincinnati, OH2026-11-04
Balance Wealth Partners LLC
9,273$721.2K0.2%ETFMediumWorthington, OH2026-10-27
Midwest Trust Co
9,185$714.4K0.0%CoreLowOverland Park, KS2026-10-22
Cyndeo Wealth Partners, LLC
9,178$713.8K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Fifth Third Securities, Inc.
9,112$708.8K0.0%ETFLowCincinnati, OH2026-10-21
Spire Wealth Management
9,080$706.3K0.0%GrowthMediumMclean, VA2026-10-30
EverSource Wealth Advisors, LLC
9,035$702.8K0.0%CoreMediumBirmingham, AL2026-11-04
Silverlake Wealth Management LLC
8,998$699.9K0.1%ETFLowWilliston, VT2026-10-21
J2 Capital Management Inc
8,964$697.2K0.4%ETFHighTroy, MI2026-10-19
Strategic Blueprint, LLC
8,940$695.3K0.0%ETFLowAtlanta, GA2026-10-22
AlphaCore Capital LLC
8,901$692.3K0.0%ETFLowLa Jolla, CA2026-11-04
Targeted Financial Services LLC
8,889$691.4K0.5%ETFLowSeminole, FL2026-10-19
Claro Advisors Inc.
8,731$679.1K0.1%CoreLowBoston, MA2026-11-02
Ascentis Independent Advisors
8,439$656.4K0.0%ETFLowDallas, TX2026-11-03
Great Hill Capital LLC
8,400$653.4K0.0%Deep ValueMediumNew York, NY2026-10-20
Three Seasons Wealth, LLC
8,396$653.0K0.1%GrowthMediumSalt Lake City, UT2026-11-03
Spectrum Asset Management, Inc. (NB )
8,370$651.0K0.2%CoreMediumNewport Beach, CA2026-10-19
Omega Financial Group, LLC
8,012$623.2K0.2%ETFVery LowSanta Barbara, CA2026-10-29
HB Wealth Management, LLC
8,002$622.4K0.0%IndexVery LowAtlanta, GA2026-10-23
Gerald Baker Financial Group LLC
7,998$622.1K0.2%GARPLowArlington, TX2026-10-09
Lewis Asset Management, LLC
7,903$614.7K0.2%GrowthLowLafayette, CA2026-10-14
National Wealth Management Group, LLC
7,899$614.4K0.2%ETFMediumCincinnati, OH2026-10-26
Focus Financial Network, Inc.
7,833$609.2K0.0%ETFLowMinneapolis, MN2026-10-14
Avidian Wealth Enterprises, LLC
7,654$595.4K0.0%ETFLowHouston, TX2026-10-08
Client 1ST Advisory Group, LLC
7,645$594.6K0.2%ETFVery LowDunedin, FL2026-10-19
Embree Financial Group
7,503$583.6K0.1%ETFLowChicago, IL2026-10-22
Leo Wealth, LLC
7,494$582.9K0.1%CoreLowHurst, TX2026-10-26
MH & Associates Securities Management Corp
7,488$582.4K0.5%YieldLowCarlsbad, CA2026-10-30
Global View Capital Management LLC
7,377$573.8K0.1%ETFHighWaukesha, WI2026-10-28
Navigation Wealth Management, Inc.
7,323$571.6K0.9%ETFLowFort Collins, CO2026-11-03
Old National Bancorp
7,253$564.1K0.0%CoreLowEvansville, IN2026-10-20
Lifetime Wealth Management P.C.
7,218$561.4K0.3%YieldLowRockwall, TX2026-10-29
Clear Harbor Asset Management, LLC
7,097$552.0K0.0%CoreLowStamford, CT2026-11-05
PFG Advisors
7,070$549.9K0.0%ETFMediumPhoenix, AZ2026-10-16
Leisure Capital Management
6,935$539.4K0.2%CoreLowCosta Mesa, CA2026-11-03
Evanson Financial, LLC
6,888$535.7K0.0%ETFN/AMclean, VA2026-10-23
B. Riley Wealth Advisors, Inc.
6,809$529.6K0.0%GrowthLowMemphis, TN2026-10-13
Biltmore Family Office, LLC
6,653$517.5K0.1%GrowthLowCharlotte, NC2026-11-03
MMA Asset Management LLC
6,610$514.1K0.2%ETFMediumNew York, NY2026-11-02
William John Sempolinski
6,465$502.8K0.2%MomentumLowEaston, MA2026-10-20
Valtinson Bruner Financial Planning LLC
6,379$496.2K0.1%ETFLowNew Brighton, MN2026-11-02
Bluedoor Private Wealth, LLC
6,200$482.2K0.2%CoreLowBeverly, MA2026-11-05
John W. Brooker & Co., CPAs
6,185$481.1K0.5%ETFMediumOakland, CA2026-10-21
Elevated Capital Advisors, LLC
6,171$480.0K0.2%ETFMediumSandy, UT2026-11-04
Prime Capital Investment Advisors, LLC
6,133$477.0K0.0%ETFLowOverland Park, KS2026-10-20
Symmetry Partners, LLC
6,069$472.0K0.0%ETFLowGlastonbury, CT2026-10-27
North Forty Two & Co.
6,017$468.0K0.4%ETFVery LowLake Oswego, OR2026-10-19
Nkcfo LLC
6,000$467.0K0.3%GARPHighGeneva, IL2026-11-04
Archford Capital Strategies, LLC
5,967$464.1K0.0%GrowthMediumSwansea, IL2026-10-19
Regions Financial Corp
5,929$461.2K0.0%CoreLowBirmingham, AL2026-11-05
Sage Advisory Services, Ltd.Co.
5,882$458.0K0.2%ETFMediumAustin, TX2026-10-29
LFG Wealth Partners, LLC
5,760$448.0K0.2%CoreMediumElizabethtown, KY2026-10-28
Partners Wealth Management, LLC
5,721$445.0K0.0%CoreLowCarmel By The Sea, CA2026-10-28
Portfolio Resources Advisor Group, Inc.
5,586$434.5K0.4%ETFMediumCoral Gables, FL2026-10-20
Texas Bank & Trust Co
5,554$432.0K0.1%CoreLowLongview, TX2026-11-04
Harbor Investment Advisory, LLC
5,470$425.5K0.0%GrowthLowLutherville, MD2026-10-13
PVG Asset Management Corp
5,412$420.9K0.3%GrowthMediumGolden, CO2026-10-19
Penbrook Management LLC
5,385$418.8K0.2%CoreLowNew York, NY2026-10-16
Centerline Wealth Advisors, LLC
5,258$409.0K0.1%ETFHighLouisville, KY2026-10-15
M Holdings Securities, Inc.
5,202$407.0K0.2%ETFHighPortland, OR2026-11-03
Clear Creek Financial Management, LLC
5,168$402.0K0.0%ETFMediumSilverdale, WA2026-10-28
Sloy Dahl & Holst, LLC
5,035$391.6K0.1%Agg GrowthVery LowVancouver, WA2026-10-14
Cypress Capital Group
5,002$389.1K0.0%CoreLowPalm Beach, FL2026-11-03
Fragasso Financial Advisors Inc
4,983$388.6K0.0%ETFLowSewickley, PA2026-10-13
SimpliFi, Inc.
4,970$386.6K0.2%ETFMediumSan Diego, CA2026-10-28
Signal Advisors Wealth, LLC
4,917$382.5K0.0%ETFLowDetroit, MI2026-10-13
Global Wealth Strategies & Associates
4,870$378.8K0.1%ETFLowDenver, CO2026-10-02
First Interstate Bank
4,827$375.4K0.0%ETFLowBillings, MT2026-10-23
Private Trust Co NA
4,804$373.7K0.0%CoreLowCleveland, OH2026-10-20
Heck Capital Advisors, LLC
4,535$352.7K0.0%ETFMediumRhinelander, WI2026-10-14
Visionary Wealth Advisors
4,484$348.7K0.0%ETFLowO'Fallon, IL2026-11-04
Tactive Advisors, LLC
4,458$346.7K0.1%ETFHighJacksonville, FL2026-10-08
Wedgewood Investors Inc
4,372$340.1K0.3%CoreLowErie, PA2026-10-28
First National Trust Co
4,305$334.8K0.0%GrowthLowJohnstown, PA2026-10-28
StoneX Group Inc.
4,270$332.2K0.0%ETFMediumNew York, NY2026-11-03
Americana Partners, LLC
4,227$328.8K0.0%CoreMediumHouston, TX2026-10-28
Garner Asset Management Corp
4,200$343.1K0.1%CoreLowPlano, TX2026-10-30
Core Wealth Partners LLC
4,186$325.6K0.1%GrowthLowSanta Rosa, CA2026-11-02
Focused Wealth Management, Inc
4,160$323.6K0.0%ETFLowNewburgh, NY2026-10-30
Williams & Novak Wealth Management, LLC
4,143$322.2K0.2%ETFMediumWestlake Village, CA2026-10-09
SteelPeak Wealth, LLC
4,129$321.2K0.0%GrowthHighWoodland Hills, CA2026-10-16
Novem Group
4,080$317.3K0.0%ETFMediumRochester, NY2026-10-19
Capital Investment Advisors, LLC
4,052$315.2K0.0%CoreLowAtlanta, GA2026-10-22
Parallel Advisors, LLC
4,023$312.9K0.0%IndexLowSan Francisco, CA2026-11-03
Tucker Asset Management LLC
4,015$312.3K0.1%ETFMediumLittleton, CO2026-10-29
Sapient Capital LLC
4,008$311.7K0.0%GrowthMediumIndianapolis, IN2026-10-08
Cresta Advisors, Ltd.
4,000$311.1K0.1%ETFVery LowLaredo, TX2026-10-14
Certuity, LLC
3,903$303.6K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Dutch Asset Corp
3,809$296.3K0.1%GrowthMediumSelkirk, NY2026-10-20
Chicago Capital, LLC
3,800$295.6K0.0%GrowthLowChicago, IL2026-10-13
Cox Capital Mgt LLC
3,786$294.5K0.2%GrowthMediumAndover, MA2026-10-07
SkyOak Wealth, LLC
3,773$293.5K0.0%ETFLowSouthfield, MI2026-10-28
B.O.S.S. Retirement Advisors, LLC
3,733$290.4K0.1%ETFMediumLehi, UT2026-10-26
Balboa Wealth Partners
3,708$288.4K0.0%Agg GrowthMediumScottsdale, AZ2026-10-20
Huntleigh Advisors, Inc.
3,704$288.1K0.0%GrowthMediumSt. Louis, MO2026-11-03
Town Capital LLC
3,685$286.6K0.2%ETFHighBel Air, MD2026-11-03
Fonville Wealth Management LLC
3,663$284.9K0.0%ETFVery LowRichmond, VA2026-10-28
Avid Wealth Partners LLC
3,599$279.9K0.1%ETFMediumSan Antonio, TX2026-11-03
Mather Group, Llc.
3,468$269.7K0.0%ETFMediumChicago, IL2026-10-14
Portside Wealth Group, LLC
3,458$268.9K0.0%CoreMediumProvo, UT2026-10-20
Briaud Financial Planning Inc
3,439$269.1K0.1%ETFLowCollege Station, TX2026-10-20
Commonwealth Financial Services, LLC
3,436$267.3K0.0%ETFMediumVienna, WV2026-10-20
Detalus Advisors, LLC
3,430$266.8K0.1%ETFLowSt. Louis, MO2026-10-15
Wormser Freres Gestion
3,404$264.8K0.1%GrowthMediumParis, India2026-10-21
Main Street Group, LTD
3,272$254.5K0.1%ETFMediumGlen Allen, VA2026-10-28
Innova Wealth Partners
3,268$254.2K0.1%ETFHighNewtown, PA2026-10-21
Forvis Mazars Wealth Advisors, LLC
3,252$252.9K0.0%ETFVery LowSpringfield, MO2026-10-13
Victory Financial Group, LLC
3,212$249.8K0.0%ETFLowAustin, TX2026-10-27
Johnson Financial Group, LLC
3,132$243.6K0.0%ETFLowDenver, CO2026-11-03
Cane Capital Partners, LLC
3,125$243.1K0.1%GrowthMediumSt Francisville, LA2026-10-23
D.B. Root & Company, LLC
3,067$238.6K0.1%ETFLowPittsburgh, PA2026-11-04
Quest 10 Wealth Builders, Inc.
3,060$238.0K0.2%ETFLowFuquay-Varina, VA2026-11-02
Asset One Wealth Management LLC
2,998$233.2K0.0%GrowthLowBellevue, WA2026-11-02
Citizens Financial Group Inc
2,991$232.6K0.0%GrowthLowProvidence, RI2026-10-23
Sunpointe, LLC
2,987$232.3K0.1%GrowthMediumSt. Louis, MO2026-10-22
Compass Ion Advisors, LLC
2,970$231.0K0.0%ETFVery LowConshohocken, PA2026-10-23
Bryn Mawr Trust Advisors, LLC
2,951$229.5K0.0%CoreLowPhiladelphia, PA2026-11-04
Murphy & Mullick Capital Management Corp
2,904$225.8K0.1%GrowthLowSmithtown, NY2026-11-02
Refined Wealth Management
2,902$225.7K0.1%ETFMediumSalt Lake City, UT2026-10-13
Firethorn Wealth Partners, LLC
2,890$224.8K0.1%ETFLowAugusta, GA2026-10-14
Weaver Consulting Group
2,884$224.3K0.0%ETFLowHuntington Beach, CA2026-10-07
Gilpin Wealth Management, LLC
2,868$223.1K0.2%GrowthLowDenver, CO2026-10-09
Busey Bank
2,862$222.6K0.0%GrowthVery LowUrbana, IL2026-10-26
IMG Wealth Management, Inc.
2,852$221.8K0.1%ETFMediumJacksonville, FL2026-10-27
Facet Wealth, Inc.
2,849$221.6K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Cadent Capital Advisors, LLC
2,810$218.6K0.0%ETFHighTulsa, OK2026-10-09
Bedminster, LLC
2,800$217.8K0.2%ETFMediumBluffton, SC2026-11-04
Simon Quick Advisors, LLC
2,781$216.3K0.0%ETFLowMorristown, NJ2026-10-26
CRA Financial Services, LLC
2,770$215.5K0.0%ETFVery LowNorthfield, NJ2026-10-16
Morton Capital Management LLC
2,770$215.5K0.0%ETFVery LowCalabasas, CA2026-10-23
Pinnacle Wealth Planning Services, Inc.
2,711$210.9K0.0%GARPLowMansfield, OH2026-10-27
Klaas Financial Asset Advisors, LLC
2,654$206.4K0.0%ETFVery LowLoves Park, IL2026-10-19
Forum Financial Management, LP
2,646$205.8K0.0%ETFLowLombard, IL2026-10-16
Inman Jager Wealth Management, LLC
2,641$205.4K0.1%ETFVery LowHattiesburg, MS2026-11-05
Ascent Group, LLC
2,635$205.0K0.0%CoreLowVirginia Beach, VA2026-10-30
Altiora Financial Group, LLC
2,631$204.6K0.0%ETFLowLebanon, OH2026-11-04
Pinnacle Bancorp, Inc.
2,624$204.1K0.1%CoreVery LowBeatrice, NE2026-10-21
Annex Advisory Services, LLC
2,609$202.9K0.0%GrowthHighBrookfield, WI2026-10-16
Canandaigua National Trust Co of Florida
2,600$202.2K0.1%CoreLowCanandaigua, NY2026-10-07
Guardian Partners Inc.
2,575$200.3K0.0%ValueMediumToronto, South Africa2026-10-21
iA Global Asset Management Inc.
2,523$1960.0%GrowthMediumQuebec, Austria2026-10-29
Morling Financial Advisors, LLC
2,201$171.2K0.0%ETFLowFremont, CA2026-10-28
Caldwell Trust Co
2,197$170.9K0.0%GrowthLowVenice, FL2026-10-30
Gen-Wealth Partners Inc
2,187$170.1K0.0%CoreLowZeeland, MI2026-11-04
Pflug Koory, LLC
2,109$164.0K0.1%CoreVery LowOmaha, NE2026-10-26
Kingdom Financial Group Llc.
2,108$164.0K0.0%ETFMediumPeoria, AZ2026-11-04
Union Bancaire Privee, UBP SA
2,000$130.5K0.0%GrowthMediumGeneva 1, Switzerland2026-11-04
Maryland Capital Advisors Inc.
1,772$137.8K0.0%ETFVery LowChester, MD2026-10-15
Blue Trust, Inc.
1,760$136.9K0.0%ETFLowBrentwood, TN2026-10-15
Lanark Financial, Inc.
1,697$132.0K0.0%CoreMediumBirmingham, AL2026-10-26
Lloyd Advisory Services, Llc.
1,560$121.3K0.0%ETFVery HighSuwanee, GA2026-11-02
Nfsg Corp
1,426$110.9K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
GK Wealth Management LLC
1,392$108.2K0.1%GARPVery HighReno, NV2026-10-09
Capital Investment Advisory Services, LLC
1,274$99.1K0.0%CoreMediumRaleigh, NC2026-10-30
Friedenthal Financial
1,231$95.7K0.0%ETFHighMarlton, NJ2026-10-27
Fairscale Capital, LLC
1,220$99.8K0.1%GrowthVery LowNashua, NH2026-11-04
Kings Path Partners LLC
1,195$92.9K0.0%ETFVery LowSugar Land, TX2026-10-21
Asset Dedication, LLC
1,189$92.5K0.0%ETFLowSan Francisco, CA2026-11-03
Networth Advisors, LLC
1,147$89.2K0.1%ETFMediumCanonsburg, PA2026-11-03
St. Johns Investment Management Company, LLC
1,103$85.8K0.0%CoreVery LowJacksonville, FL2026-10-30
Heritage Family Offices, LLP
1,097$85.3K0.0%GrowthHighScottsdale, AZ2026-11-02
Financial Perspectives, Inc
1,049$81.6K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Finley Financial, LLC
1,040$80.8K0.0%ETFVery LowLas Vegas, NV2026-10-28
Buck Wealth Strategies, LLC
1,026$79.8K0.0%ValueMediumDenver, CO2026-10-28
Q Fund Management (Hong Kong) Ltd
1,000$77.8K0.1%Agg GrowthVery HighHong Kong, South Korea2026-10-14
Chicago Partners Investment Group LLC
998$81.2K0.0%GARPLowChicago, IL2026-10-27
Parkside Financial Bank & Trust
993$77.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
Signature Equity Partners, LLC
969$75.4K0.0%GrowthMediumColumbus, OH2026-10-29
CX Institutional
885$690.0%CoreMediumAuburn, IN2026-10-02
Balentine LLC
854$66.4K0.0%ETFLowAtlanta, GA2026-11-03
BankChampaign, National Association
838$65.2K0.1%GrowthMediumChampaign, IL2026-10-19
Equitec Proprietary Markets, LLC
800$62.2K0.0%Agg GrowthVery HighChicago, IL2026-11-04
Glass Jacobson Investment Advisors llc
784$61.0K0.0%ETFLowOwings Mills, MD2026-10-26
Evolution Wealth Management Inc.
755$58.7K0.0%ETFMediumFort Myers, FL2026-10-28
Root Financial Partners, LLC
728$56.6K0.0%ETFMediumEncinitas, CA2026-10-21
Pioneer Family Office, LLC
690$53.7K0.0%ETFMediumNorth Miami Beach, FL2026-10-30
Nova Financial LLC
584$45.4K0.0%N/AN/ATucson, AZ2026-11-04
Versant Capital Management, Inc
564$43.9K0.0%GARPLowPhoenix, AZ2026-10-02
Financial Consulate, Inc
506$39.4K0.0%ETFLowHunt Valley, MD2026-10-23
Viewpoint Capital Management LLC
460$35.8K0.0%CoreVery LowSeattle, WA2026-10-27
Concord Wealth Partners
444$34.5K0.0%GrowthLowAbingdon, VA2026-11-02
Clean Yield Group
440$34.2K0.0%CoreLowNorwich, VT2026-10-28
Eastern Bank
420$32.7K0.0%GrowthMediumBoston, MA2026-10-05
Reicon Wealth Advisors, LLC
344$26.8K0.0%ETFLowAtlanta, GA2026-11-04
MassMutual Private Wealth & Trust, FSB
336$26.1K0.0%CoreLowSpringfield, MA2026-10-05
Tounjian Advisory Partners, LLC
323$25.1K0.0%GrowthHighFort Myers, FL2026-11-04
Key Capital Management, Inc
322$25.0K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Salomon & Ludwin, LLC
314$24.4K0.0%ETFVery LowRichmond, VA2026-10-29
Tsfg, LLC
313$240.0%ETFLowLake Forest, IL2026-10-23
Pacifica Partners Inc.
307$23.9K0.0%CoreLowSurrey, South Africa2026-10-09
Roxbury Financial LLC
300$23.3K0.0%CoreVery LowMount Arlington, NJ2026-10-01
Ascentis Wealth Management, LLC
295$22.9K0.0%Agg GrowthLowDallas, TX2026-11-03
Barrett & Company, Inc.
286$22.2K0.0%ETFLowProvidence, RI2026-10-22
Robinson Value Management, Ltd.
283$22.0K0.0%YieldHighSan Antonio, TX2026-10-20
Physician Wealth Advisors, Inc.
273$21.2K0.0%ETFMediumMidvale, UT2026-10-20
Towne Trust Company, N.a
269$20.9K0.0%CoreLowNewport News, VA2026-10-28
Signaturefd, LLC
264$20.5K0.0%IndexLowAtlanta, GA2026-10-23
Canton Hathaway, LLC
258$20.1K0.0%ValueLowProvidence, RI2026-10-23
Provident Wealth Management, LLC
233$18.1K0.0%ETFVery LowBrentwood, TN2026-10-20
Southern Michigan Bank & Trust
230$17.9K0.0%ETFLowColdwater, MI2026-10-19
Mosley Wealth Management
224$17.9K0.0%ETFHighAnaheim, CA2026-10-16
Investors Research Corp
217$16.9K0.0%ETFLowAtlanta, GA2026-10-07
West Branch Capital LLC
215$16.7K0.0%GrowthVery LowAmherst, MA2026-10-20
Coastline Trust Co
207$16.1K0.0%GrowthVery LowProvidence, RI2026-10-01
RHL Group, LLC
185$14.4K0.0%ETFVery HighHolly, MI2026-11-04
Foresight Capital Management Advisors, Inc.
183$14.2K0.0%CoreMediumSaline, MI2026-10-27
Armstrong Advisory Group, Inc
177$13.8K0.0%ETFHighNeedham, MA2026-10-09
Daytona Street Capital LLC
175$13.4K0.0%Deep ValueMediumSaint Louis, MO2026-10-15
Hurley Capital, LLC
166$12.9K0.0%GARPMediumNew York, NY2026-11-05
Park Edge Advisors, LLC
165$12.8K0.0%CoreMediumCleveland, OH2026-10-28
Birch Financial Group, LLC
142$11.0K0.0%CoreLowKeene, NH2026-10-27
Tradewinds Capital Management, LLC
140$10.9K0.0%ETFVery HighBellingham, WA2026-10-23
Cape Investment Advisory, Inc.
136$10.6K0.0%ETFLowMcdonough, GA2026-10-13
EPG Wealth Management LLC
134$10.4K0.0%GrowthLowAtlanta, GA2026-11-03
Toth Financial Advisory Corp
133$10.3K0.0%CoreLowLeesburg, VA2026-10-08
Woodard & Co Asset Management Group Inc
132$10.3K0.0%ETFMediumBermuda Run, NC2026-11-03
CKW Financial Group
116$90.0%ETFVery LowHonolulu, HI2026-10-29
Markowski Investments
104$8.1K0.0%ETFN/ATampa, FL2026-10-30
Edgemoor Investment Advisors, Inc.
104$8.1K0.0%CoreVery LowBethesda, MD2026-11-03
Rosenberg Matthew Hamilton
99$7.7K0.0%ETFVery LowGrand Junction, CO2026-10-05
Cherry Tree Wealth Management, LLC
98$7.6K0.0%ETFVery LowMinnetonka, MN2026-10-15
JFS Wealth Advisors, LLC
98$7.6K0.0%ETFVery LowHermitage, PA2026-11-03
Tompkins Financial Corp
85$6.6K0.0%CoreLowIthaca, NY2026-10-05
Independence Bank of Kentucky
83$6.5K0.0%GrowthLowOwensboro, KY2026-10-26
Archer Investment Corp
79$6.1K0.0%CoreMediumCarmel, IN2026-11-05
PayPay Securities Corp
72$5.6K0.2%CoreMediumTokyo, Mexico2026-10-27
Paladin Partners, LLC
70$5.4K0.0%ETFVery LowHartland, WI2026-10-06
Syntax Research, Inc.
66$5.1K0.0%ETFMediumBoca Raton, FL2026-11-04
Private Wealth Management Group, LLC
63$4.9K0.0%ETFLowPrinceton, NJ2026-10-19
Richardson Financial Services Inc.
59$4.6K0.0%GrowthMediumMedway, MA2026-10-30
Dhjj Financial Advisors, Ltd.
55$4.3K0.0%ETFVery LowNaperville, IL2026-10-23
First Bancorp, Inc
55$4.3K0.0%ValueVery LowDamariscotta, ME2026-10-26
Advanced Asset Management Advisors Inc
50$3.9K0.0%CoreVery LowDublin, OH2026-10-20
RMG Wealth Management LLC
50$4.1K0.0%ETFVery HighPlatteville, WI2026-10-26
Transce3nd, LLC
45$3.6K0.0%GrowthLowBuda, TX2026-10-26
Hilton Head Capital Partners, LLC
37$2.9K0.0%CoreMediumHilton Head Island, SC2026-10-23
GoalVest Advisory LLC
32$2.5K0.0%ETFMediumNew York, NY2026-10-02
Bfsg, LLC
28$2.2K0.0%CoreLowIrvine, CA2026-10-30
Nvest Wealth Strategies, Inc.
27$2.1K0.0%ETFVery LowPowell, OH2026-10-14
American Capital Advisory, LLC
24$1.9K0.0%ETFLowKetchum, ID2026-10-28
High Point Wealth Management, LLC
23$1.8K0.0%ETFLowChester, NJ2026-11-05
Cedar Mountain Advisors, LLC
20$1.6K0.0%ETFVery LowLake Oswego, OR2026-10-15
Fulcrum Equity Management
17$1.3K0.0%GrowthHighPlano, TX2026-10-21
West Paces Advisors Inc.
17$1.3K0.0%ETFLowAtlanta, GA2026-10-13
Trust Co of Vermont
16$1.2K0.0%CoreVery LowBrattleboro, VT2026-10-21
Birchwood Financial Partners, Inc.
12$9510.0%ETFVery LowBloomington, MN2026-11-02
Catherine Avery Investment Management LLC
12$9330.0%CoreMediumLongboat Key, FL2026-10-14
Silver Grove Financial Group, Inc.
9$7000.0%CoreMediumOrchard Park, NY2026-11-05
Comprehensive Financial Planning, Inc.
8$6220.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Covestor Ltd
8$10.0%ValueHighLondon, United Kingdom2026-10-30
Signature Resources Capital Management, LLC
6$4670.0%ETFLowNewport Beach, CA2026-10-16
Retirement Wealth Solutions LLC
3$2590.0%ETFLowMarshfield, WI2026-10-07
Indiana Trust & Investment Management Co
2$1560.0%GrowthLowMishawaka, IN2026-10-22
Prairie Wealth Advisors, Inc.
0$603.6K0.1%CoreVery LowOmaha, NE2026-10-29
Illumine Investment Management, LLC
0$2.0M1.4%Agg GrowthVery LowPoulsbo, WA2026-10-22