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Ishares 7-10 Year Treasury B (IEF)

CUSIP: 464287440 | NYSE | 2924 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Blue Trust, Inc.7,771,223
7.3% of portfolio›$694.0M
Bank Julius Baer & Co. Ltd, Zurich3,399,251
0.8% of portfolio›$304.0M
AIA Group Ltd2,842,849
3.1% of portfolio›$253.9M
Keystone Global Partners, LLC2,752,000
0.1% of portfolio›$245.8K
Truist Financial Corp1,700,161
0.2% of portfolio›$151.8M
Wealthcare Capital Management LLC1,514,636
14.9% of portfolio›$135.3M
Eastern Bank1,346,447
1.8% of portfolio›$120.3M
Wealth Enhancement Advisory Services, LLC1,242,810
0.2% of portfolio›$111.2M
Greenleaf Trust1,140,073
1.0% of portfolio›$101.8M
Cambridge Investment Research Advisors, Inc.1,122,696
0.0% of portfolio›$100.3K
Avalon Advisory Group977,998
32.9% of portfolio›$87.3M
WestEnd Advisors, LLC882,562
1.7% of portfolio›$78.8M
Wealthcare Advisory Partners LLC865,479
1.3% of portfolio›$77.3M
3Edge Asset Management, LP860,492
3.3% of portfolio›$76.9M
Matauro, LLC824,989
9.0% of portfolio›$73.7M
Greenwood Gearhart LLC775,961
3.1% of portfolio›$69.3M
CenturyLink Investment Management Co746,500
53.0% of portfolio›$66.7M
Evergreen Capital Management LLC726,955
1.1% of portfolio›$64.9M
Raub Brock Capital Management LP707,559
19.4% of portfolio›$63.2M
Assetmark, Inc699,053
0.1% of portfolio›$62.4M
Armstrong Advisory Group, Inc623,109
3.4% of portfolio›$55.6M
Mirae Asset Global Investments Co., Ltd.605,658
0.1% of portfolio›$54.1M
Twele Capital Management, Inc.562,022
8.3% of portfolio›$50.2M
LifeGuide Financial Advisors, LLC541,405
13.6% of portfolio›$48.4M
GenWealth Group, Inc.531,925
7.4% of portfolio›$47.5M
Patton Fund Management, Inc.527,427
12.1% of portfolio›$47.1M
Ironwood Wealth Management, Llc.507,918
9.8% of portfolio›$45.4M
Focus Financial Network, Inc.443,067
1.2% of portfolio›$39.6M
IFP Advisors, Inc436,490
0.7% of portfolio›$39.0M
Beacon Wealthcare LLC430,508
12.2% of portfolio›$38.4M
Summit Global Investments430,034
0.0% of portfolio›$38.4K
Kestra Advisory Services, LLC423,017
0.1% of portfolio›$37.8M
Principle Wealth Partners LLC419,986
1.8% of portfolio›$37.5M
Barings LLC412,045
0.6% of portfolio›$36.8M
First Financial Bank - Trust Division396,411
2.6% of portfolio›$35.4M
Commonwealth Equity Services, LLC360,985
0.0% of portfolio›$32.2M
Ashton Thomas Private Wealth, LLC327,744
0.6% of portfolio›$29.3M
Citigroup Inc320,010
0.0% of portfolio›$28.6M
Sachem Hill LLC318,482
5.0% of portfolio›$28.4M
First Citizens Bank & Trust Co302,927
0.4% of portfolio›$27.1M
Community Financial Services Group, LLC300,213
4.1% of portfolio›$26.8M
Summit Financial Consulting LLC295,650
19.4% of portfolio›$26.4M
Invariant Investment Management295,577
15.2% of portfolio›$26.3M
United Capital Management of KS, Inc.284,191
3.3% of portfolio›$25.4M
Wealth Management Resources, Inc.269,444
7.4% of portfolio›$24.1M
RED Cedar Investment Management, LLC268,484
2.3% of portfolio›$24.0M
Mather Group, Llc.252,867
0.2% of portfolio›$22.6M
Willis Johnson Wealth, Inc.249,334
1.2% of portfolio›$22.3M
SkyOak Wealth, LLC246,585
3.6% of portfolio›$22.0M
SimpliFi, Inc.234,107
8.5% of portfolio›$20.9M
Form Wealth Advisors, LLC232,570
2.3% of portfolio›$20.8M
Aafmaa Wealth Management & Trust LLC225,285
6.9% of portfolio›$20.1M
Creative Planning219,221
0.0% of portfolio›$19.6M
Bailard, Inc.211,247
0.4% of portfolio›$18.9M
Trilogy Capital Inc.205,284
0.7% of portfolio›$18.3M
Arvest Investments, Inc.195,703
2.1% of portfolio›$17.5M
Crescent Grove Advisors, LLC194,538
1.5% of portfolio›$17.4M
Titleist Asset Management, LLC189,320
1.1% of portfolio›$16.9M
Atlas Private Wealth Advisors187,837
3.6% of portfolio›$16.8M
Syntax Research, Inc.187,323
12.1% of portfolio›$16.7M
Global Trust Asset Management, LLC185,658
5.2% of portfolio›$16.6M
Exchange Traded Concepts, LLC184,441
0.1% of portfolio›$16.5M
Silverleafe Capital Partners, LLC177,759
4.5% of portfolio›$15.9M
Virtue Capital Management, LLC167,801
2.0% of portfolio›$15.0M
Prospera Financial Services Inc166,508
0.2% of portfolio›$15.3M
Columbia Bank166,059
3.2% of portfolio›$14.8M
Atria Investments, Inc161,233
0.1% of portfolio›$14.4M
SeaBridge Investment Advisors LLC158,569
1.9% of portfolio›$14.2M
Strategic Point Investment Advisors, LLC155,293
1.8% of portfolio›$13.9M
Courier Capital LLC153,951
0.7% of portfolio›$13.7M
One Day In July LLC153,706
0.9% of portfolio›$13.7M
TD Private Client Wealth LLC151,738
0.2% of portfolio›$13.6M
Systelligence, LLC148,160
0.9% of portfolio›$5.2M
Tennessee Valley Asset Management Partners146,320
1.4% of portfolio›$13.1M
Paragon Capital Management Inc142,254
9.6% of portfolio›$12.7M
Pinkerton Wealth, LLC142,003
2.0% of portfolio›$12.7M
True Freedom Investing, LLC138,557
1.9% of portfolio›$12.4M
Oppenheimer & Co Inc138,055
0.1% of portfolio›$12.3M
Lincoln Capital Corp137,459
4.0% of portfolio›$12.3M
Citizens Financial Group Inc135,184
0.1% of portfolio›$12.1M
Keybank National Association132,328
0.0% of portfolio›$11.8M
Quaker Wealth Management, LLC131,886
3.5% of portfolio›$11.8M
DSG Capital Advisors, LLC130,995
1.7% of portfolio›$11.7M
William Howard & Co Financial Advisors Inc127,982
9.2% of portfolio›$11.4M
Pinnacle Associates LTD127,817
0.1% of portfolio›$11.4M
Chicago Partners Investment Group LLC126,064
0.2% of portfolio›$11.5M
Sicart Associates LLC125,346
2.7% of portfolio›$11.3M
Transmarket Holdings LP123,985
6.2% of portfolio›$11.1M
Park Avenue Securities LLC120,801
0.0% of portfolio›$10.8K
Allspring Global Investments Holdings, LLC119,848
0.0% of portfolio›$10.7M
Elevation Point Wealth Partners, LLC112,232
0.2% of portfolio›$10.0M
Middleton & Co Inc110,634
1.0% of portfolio›$9.9M
Bond & Devick Financial Network, Inc.110,194
2.4% of portfolio›$9.8M
Lifestyle Asset Management, Inc.108,788
2.3% of portfolio›$9.7M
Prime Capital Investment Advisors, LLC107,439
0.1% of portfolio›$9.6M
Premier Path Wealth Partners, LLC107,428
1.1% of portfolio›$9.6M
USA Financial Formulas105,218
1.8% of portfolio›$9.4M
Modera Wealth Management, LLC105,021
0.1% of portfolio›$9.4M
Strategic Financial Group, LLC102,205
8.8% of portfolio›$9.1M
Pacific Wealth Management101,981
4.0% of portfolio›$9.1M
Concurrent Investment Advisors, LLC95,435
0.1% of portfolio›$8.5M
Cordoba Advisory Partners LLC95,170
1.0% of portfolio›$8.5M
High Note Wealth, LLC94,742
1.4% of portfolio›$8.5M
PFG Advisors93,923
0.4% of portfolio›$8.4M
Summit Asset Management, LLC92,849
1.1% of portfolio›$8.3M
Miller Financial Services LLC91,613
6.2% of portfolio›$8.2M
Imc-Chicago, LLC91,143
0.0% of portfolio›$8.1M
Pinnacle Wealth Management Advisory Group, LLC84,779
0.4% of portfolio›$7.6M
Laurel OAK Wealth Management, LLC84,768
1.1% of portfolio›$7.6M
White Pine Investment Co83,916
0.0% of portfolio›$7.5K
Leo Wealth, LLC78,488
1.5% of portfolio›$7.0M
Benchmark Financial, LLC78,463
5.4% of portfolio›$7.0M
Greenwood Capital Associates LLC76,529
0.7% of portfolio›$6.8M
Rezny Wealth Management, Inc.75,236
1.2% of portfolio›$6.7M
DDD Partners, LLC74,390
0.4% of portfolio›$6.6M
Leuthold Group, LLC74,033
0.6% of portfolio›$6.6M
Portside Wealth Group, LLC72,622
0.7% of portfolio›$6.5M
West Paces Advisors Inc.72,461
1.1% of portfolio›$6.5M
IPG Investment Advisors LLC71,994
0.9% of portfolio›$6.4M
Goodman Advisory Group, LLC71,764
1.5% of portfolio›$6.4M
Heck Capital Advisors, LLC69,735
0.3% of portfolio›$6.2M
AmeriServ Wealth Advisors67,308
4.8% of portfolio›$6.0M
Acropolis Investment Management, LLC67,080
0.2% of portfolio›$6.0M
Insight Wealth Partners, LLC66,811
0.8% of portfolio›$6.0M
Davenport & Co LLC65,747
0.0% of portfolio›$5.9M
Ballew Advisors, Inc65,561
2.9% of portfolio›$5.8M
Vise Technologies, Inc.64,754
0.0% of portfolio›$5.8M
TD Waterhouse Canada Inc.63,528
0.0% of portfolio›$5.7M
Values First Advisors, Inc.63,355
2.7% of portfolio›$5.7M
James Investment Research, Inc.62,790
0.6% of portfolio›$5.6M
Stablepoint Partners, LLC62,477
0.8% of portfolio›$5.6M
Wealth Enhancement Trust Services, Inc.62,363
0.6% of portfolio›$5.6M
First Interstate Bank62,092
0.3% of portfolio›$5.5M
Sagespring Wealth Partners, LLC58,690
0.1% of portfolio›$5.2M
Perigon Wealth Management, LLC57,274
0.1% of portfolio›$5.1M
Beacon Advisors Holdings, LLC55,900
2.4% of portfolio›$5.0M
Meridian Wealth Management, LLC54,671
0.1% of portfolio›$4.9M
Bison Wealth, LLC53,371
0.4% of portfolio›$4.8M
Whalen Wealth Management Inc.51,374
2.0% of portfolio›$4.6M
Sage Private Wealth Group, LLC50,206
1.5% of portfolio›$4.5M
Brookstone Capital Management49,946
0.0% of portfolio›$4.5M
Cliftonlarsonallen Wealth Advisors, LLC47,877
0.1% of portfolio›$4.3M
Simplicity Wealth,LLC46,909
0.1% of portfolio›$4.2M
Ferguson Shapiro LLC46,770
1.2% of portfolio›$4.2M
Farmers & Merchants Trust Co of Chambersburg PA46,667
0.0% of portfolio›$4.2K
Capital Advisors Wealth Management, LLC45,581
0.5% of portfolio›$4.1M
Focused Wealth Management, Inc45,314
0.3% of portfolio›$4.0M
Diversify Advisory Services, LLC44,582
0.1% of portfolio›$4.0M
Diversify Wealth Management, LLC44,582
0.1% of portfolio›$4.0M
Farther Finance Advisors, LLC43,430
0.0% of portfolio›$3.9M
GAM Holding AG43,000
0.3% of portfolio›$3.8M
Wealthcare Capital Partners, LLC42,489
1.5% of portfolio›$3.8M
1620 Investment Advisors, Inc.42,434
2.4% of portfolio›$3.8M
Integrated Advisors Network LLC41,423
0.2% of portfolio›$3.7M
Advisor OS, LLC41,243
0.2% of portfolio›$3.7M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors41,133
0.2% of portfolio›$3.7M
MFA Wealth Services40,343
2.1% of portfolio›$3.6M
Blue Capital, Inc.40,194
2.2% of portfolio›$3.6M
Dynamic Wealth Strategies, LLC40,170
1.9% of portfolio›$3.6M
Independent Financial Group, LLC39,861
0.1% of portfolio›$3.6M
J. Safra Sarasin Holding AG39,421
0.1% of portfolio›$3.7M
Kestra Private Wealth Services, LLC39,100
0.0% of portfolio›$3.5M
Apollon Wealth Management, LLC38,998
0.0% of portfolio›$3.5M
Beirne Wealth Consulting Services, LLC38,453
0.7% of portfolio›$3.4M
Cullen T Bankers, Inc.37,710
0.0% of portfolio›$3.4M
Christensen, King & Associates Investment Services, Inc.37,606
1.2% of portfolio›$3.4M
Burns Matteson Capital Management, LLC36,644
1.1% of portfolio›$3.3M
Strategic Blueprint, LLC36,460
0.2% of portfolio›$3.3M
Nemes Rush Group LLC36,163
0.3% of portfolio›$3.2M
Insight Wealth Strategies, LLC36,078
0.3% of portfolio›$3.2M
Columbus Macro, LLC35,946
0.3% of portfolio›$3.2M
Biltmore Wealth Management, LLC35,414
1.0% of portfolio›$3.2M
United Advisor Group, LLC35,335
0.3% of portfolio›$3.2M
WealthCare Asset Management, LLC34,764
2.7% of portfolio›$3.1M
Etesian Wealth Advisors, Inc.34,432
0.9% of portfolio›$3.1M
AlphaCore Capital LLC34,319
0.0% of portfolio›$3.1M
Forte Asset Management LLC34,247
1.2% of portfolio›$3.1M
Arrien Investments, Inc.33,979
1.6% of portfolio›$3.0M
Solstein Capital, LLC33,875
1.1% of portfolio›$3.0M
LWM Advisors Inc32,423
2.2% of portfolio›$2.9M
WBH Advisory Inc32,410
0.2% of portfolio›$2.9M
Evergreen Private Wealth LLC32,132
1.1% of portfolio›$2.9M
Boltwood Capital Management31,290
0.6% of portfolio›$2.8M
Able Financial Group, LLC31,176
0.4% of portfolio›$2.8M
Erickson Financial Group, LLC31,041
1.5% of portfolio›$2.8M
Spectrum Strategic Capital Management, LLC30,584
1.3% of portfolio›$2.7M
Certior Financial Group, LLC30,434
1.5% of portfolio›$2.7M
Alliance Wealth Advisors, LLC30,433
0.5% of portfolio›$2.7M
Semitam Bonam LLC30,233
1.9% of portfolio›$2.7M
Koshinski Asset Management, Inc.30,218
0.1% of portfolio›$2.7M
RFG Advisory, LLC29,041
0.0% of portfolio›$2.6M
Sovran Advisors, LLC28,564
0.2% of portfolio›$2.6M
Ehrlich Financial Group28,419
1.3% of portfolio›$2.5M
Stordahl Capital Management, Inc.28,413
0.5% of portfolio›$2.5M
T3 Companies, LLC28,400
2.5% of portfolio›$2.5M
Lido Advisors, LLC27,668
0.0% of portfolio›$2.5M
Regatta Capital Group, LLC27,650
0.3% of portfolio›$2.5M
Autumn Glory Partners, LLC27,227
0.7% of portfolio›$2.4M
HCR Wealth Advisors27,195
0.2% of portfolio›$2.4M
Cdkv Holdings LLC27,075
1.8% of portfolio›$2.4M
Sigma Planning Corp27,061
0.1% of portfolio›$2.4M
Sowell Financial Services LLC26,954
0.1% of portfolio›$2.4M
Purus Wealth Management, LLC26,911
0.7% of portfolio›$2.4M
Encompass More Asset Management26,398
0.3% of portfolio›$2.4M
Analyst IMS Investment Management Services Ltd.26,302
0.1% of portfolio›$2.3M
Triad Wealth Partners, LLC26,186
0.1% of portfolio›$2.3M
EverSource Wealth Advisors, LLC25,114
0.1% of portfolio›$2.2M
Q Fund Management (Hong Kong) Ltd25,000
2.1% of portfolio›$2.2M
Greatmark Investment Partners, Inc.24,946
0.2% of portfolio›$2.2M
Formidable Asset Management, LLC24,841
0.3% of portfolio›$2.3M
MFA Wealth Advisors, LLC24,821
0.4% of portfolio›$2.2M
Eagle Global Advisors LLC24,757
0.1% of portfolio›$2.2M
Innova Wealth Partners24,296
0.8% of portfolio›$2.2M
JB Capital LLC23,779
0.1% of portfolio›$2.1M
ETF Store, Inc.23,771
1.7% of portfolio›$2.1M
Cypress Capital, LLC23,709
0.6% of portfolio›$2.1M
First International Bank of Israel Ltd.23,087
0.8% of portfolio›$2.1M
ShoreHaven Wealth Partners, LLC22,250
0.6% of portfolio›$2.0M
M Holdings Securities, Inc.21,972
0.8% of portfolio›$2.0M
Midwest Professional Planners, Ltd.21,965
0.4% of portfolio›$2.0M
Prism Advisors, Inc.21,929
0.5% of portfolio›$2.0M
Central Pacific Bank - Trust Division21,815
0.2% of portfolio›$1.9M
Fortitude Advisory Group L.L.C.21,684
0.7% of portfolio›$1.9M
Midwest Trust Co21,033
0.0% of portfolio›$1.9M
Robinson Value Management, Ltd.20,950
1.0% of portfolio›$1.9M
Krilogy Financial LLC20,913
0.1% of portfolio›$1.9M
Atlas Brown,Inc.20,878
0.5% of portfolio›$1.9M
Israel Discount Bank of New York20,206
3.3% of portfolio›$1.8M
Canvas Wealth Advisors, LLC20,101
0.2% of portfolio›$1.8M
GC Wealth Management RIA, LLC19,933
0.1% of portfolio›$1.8M
United Asset Strategies, Inc.19,487
0.1% of portfolio›$1.7M
WealthTrust Asset Management, LLC18,982
0.9% of portfolio›$1.7M
Matrix Trust Co18,960
0.0% of portfolio›$1.7K
Fifth Third Securities, Inc.18,901
0.1% of portfolio›$1.7M
DMC Group, LLC18,757
1.2% of portfolio›$1.7M
Capstone Capital Management Ltd18,600
0.7% of portfolio›$1.7M
Lanark Financial, Inc.18,475
0.1% of portfolio›$1.6M
Choreo, LLC17,828
0.0% of portfolio›$1.6M
waypoint wealth counsel17,678
0.9% of portfolio›$1.6M
SevenBridge Financial Group, LLC17,577
0.2% of portfolio›$1.6M
Spire Wealth Management17,564
0.0% of portfolio›$1.6M
Center For Asset Management LLC17,384
0.7% of portfolio›$1.6M
Professional Financial Advisors, LLC17,293
0.3% of portfolio›$1.5M
Beam Wealth Advisors, Inc.17,200
0.3% of portfolio›$1.5M
Prairie Advisory, LLC17,160
0.2% of portfolio›$1.5M
CFS Investment Advisory Services, LLC16,827
0.1% of portfolio›$1.5M
Ascent Group, LLC16,392
0.0% of portfolio›$1.5M
TSA Wealth Managment LLC15,855
0.4% of portfolio›$1.4M
First Horizon Corp15,816
0.1% of portfolio›$1.4M
Wedbush Securities Inc15,633
0.0% of portfolio›$1.4K
Glaxis Capital Management, LLC15,500
3.3% of portfolio›$1.4M
Global View Capital Management LLC15,463
0.3% of portfolio›$1.4M
Dutch Asset Corp15,232
0.6% of portfolio›$1.4M
Blue Jean Financial LLC15,007
0.8% of portfolio›$1.3M
Marshall & Sterling Wealth Advisors Inc.14,998
0.8% of portfolio›$1.3M
Kornitzer Capital Management Inc14,473
0.0% of portfolio›$1.3M
Quadrant Private Wealth Management, LLC13,841
0.2% of portfolio›$1.2M
LexAurum Advisors, LLC13,578
0.1% of portfolio›$1.2M
Wlth Capital Management, LLC13,502
7.3% of portfolio›$1.2M
Harbor Capital Advisors, Inc.13,425
0.0% of portfolio›$1.2K
Flagstar Securities, Inc13,361
0.4% of portfolio›$1.2M
Two West Capital Advisors LLC13,281
0.6% of portfolio›$1.2M
Gilpin Wealth Management, LLC13,046
0.8% of portfolio›$1.2M
Private Trust Co NA13,037
0.1% of portfolio›$1.2M
Csenge Advisory Group13,031
0.0% of portfolio›$1.2M
Buck Wealth Strategies, LLC12,949
0.1% of portfolio›$1.2M
TriaGen Wealth Management LLC12,836
0.3% of portfolio›$1.1M
Capital Investment Advisory Services, LLC12,821
0.1% of portfolio›$1.1M
HUB Investment Partners, LLC12,748
0.0% of portfolio›$1.1M
BCM Advisors, LLC12,678
0.2% of portfolio›$1.2M
Summa Corp.12,555
0.2% of portfolio›$1.1M
International Assets Investment Management, LLC12,227
0.1% of portfolio›$1.1M
Gerber Kawasaki Wealth & Investment Management12,153
0.0% of portfolio›$1.1M
Meitav Investment House LTD12,111
0.0% of portfolio›$1.1M
Creative Financial Designs Inc12,077
0.0% of portfolio›$1.1M
Catalyst Private Wealth, LLC12,004
0.4% of portfolio›$1.1M
Cosner Financial Group, LLC11,986
0.6% of portfolio›$1.1M
Banque Pictet & CIE SA11,976
0.0% of portfolio›$1.1M
Integras Partners LLC11,963
0.6% of portfolio›$1.1M
SeaCrest Wealth Management, LLC11,665
0.1% of portfolio›$1.0M
Forza Wealth Management, LLC11,615
0.3% of portfolio›$1.0M
Moneywise, Inc.11,501
1.0% of portfolio›$1.0M
D.A. Davidson & Co.11,087
0.0% of portfolio›$990.2K
Mission Wealth Management, LP10,801
0.0% of portfolio›$964.7K
Financial Network Wealth Advisors LLC10,756
0.9% of portfolio›$960.6K
LightSquare Wealth Management, LLC10,756
0.6% of portfolio›$960.6K
Lifetime Wealth Management P.C.10,652
0.6% of portfolio›$951.3K
Veltria Advisors Corp.10,515
1.1% of portfolio›$939.1K
Union Bancaire Privee, UBP SA10,457
0.0% of portfolio›$935.4K
Evolution Wealth Advisors, LLC10,382
0.1% of portfolio›$927.2K
Horst & Graben Wealth Management LLC10,244
0.1% of portfolio›$914.9K
Paladin Partners, LLC10,226
0.6% of portfolio›$913.3K
Lewis Asset Management, LLC10,205
0.3% of portfolio›$911.4K
Facet Wealth, Inc.10,165
0.0% of portfolio›$907.8K
Mariner Investment Group LLC10,161
0.2% of portfolio›$907.5K
Cypress Financial Planning LLC10,068
0.2% of portfolio›$899.2K
Primoris Wealth Advisors, LLC10,033
0.4% of portfolio›$896.0K
Roman Butler Fullerton & Co9,990
0.2% of portfolio›$900.0K
Sage Advisory Services, Ltd.Co.9,973
0.5% of portfolio›$891.0K
Verus Capital Partners, LLC9,899
0.0% of portfolio›$884.1K
SteelPeak Wealth, LLC9,758
0.0% of portfolio›$871.5K
Benin Management Corp9,555
0.2% of portfolio›$853.4K
MGO One Seven LLC9,527
0.0% of portfolio›$850.9K
Retirement Financial Solutions, LLC9,501
0.2% of portfolio›$848.6K
B. Riley Wealth Advisors, Inc.9,304
0.0% of portfolio›$830.9K
Axxcess Wealth Management, LLC9,255
0.0% of portfolio›$826.6K
Addis & Hill, Inc9,078
0.5% of portfolio›$858.5K
Paragon Private Wealth Management, LLC8,950
0.2% of portfolio›$799.3K
Rockingstone Advisors LLC8,935
0.3% of portfolio›$798.0K
TCP Asset Management, LLC8,836
0.1% of portfolio›$786.8K
Gibbs Wealth Management8,830
0.1% of portfolio›$788.6K
Bayshore Capital Advisors, LLC8,685
0.4% of portfolio›$775.7K
SBI Securities Co., Ltd.8,669
0.0% of portfolio›$774.2K
XY Planning Network, Inc.8,601
0.1% of portfolio›$768.2K
Shepherd Financial Partners LLC8,569
0.1% of portfolio›$765.3K
Apella Capital, LLC8,554
0.0% of portfolio›$762.2K
Legacy Private Trust Co.8,493
0.0% of portfolio›$758.5K
Robertson Stephens Wealth Management, LLC8,429
0.0% of portfolio›$752.8K
MassMutual Private Wealth & Trust, FSB8,234
0.0% of portfolio›$735.4K
StoneX Group Inc.8,131
0.0% of portfolio›$733.3K
Fiduciary Alliance LLC8,097
0.1% of portfolio›$723.1K
CoreCap Advisors, LLC8,040
0.0% of portfolio›$718.1K
Ascentis Independent Advisors8,025
0.0% of portfolio›$717.2K
Texas Bank & Trust Co8,017
0.2% of portfolio›$716.0K
First Heartland Consultants, Inc.8,015
0.0% of portfolio›$715.8K
Core Wealth Partners LLC7,858
0.3% of portfolio›$701.8K
Elwood & Goetz Wealth Advisory Group, LLC7,641
0.1% of portfolio›$682.4K
Narus Financial Partners, LLC7,528
0.2% of portfolio›$672.3K
Dedeker Financial LLC7,374
0.4% of portfolio›$658.7K
Caliber Wealth Management, LLC / KS7,368
0.1% of portfolio›$658.0K
Provenance Wealth Advisors, LLC7,325
0.0% of portfolio›$654.2K
Beverly Hills Private Wealth, LLC7,265
0.1% of portfolio›$648.8K
Hamilton Capital, LLC7,223
0.0% of portfolio›$645.1K
Detalus Advisors, LLC7,181
0.1% of portfolio›$641.3K
Connecticut Wealth Management, LLC7,164
0.0% of portfolio›$639.8K
Obermeyer Wealth Partners7,145
0.0% of portfolio›$638.1K
Bedminster, LLC7,095
0.5% of portfolio›$633.7K
Andina Capital Management, LLC6,974
0.9% of portfolio›$622.8K
Surience Private Wealth LLC6,841
0.6% of portfolio›$611.0K
Woodward Diversified Capital, LLC6,841
0.2% of portfolio›$611.0K
Norden Group LLC6,813
0.0% of portfolio›$608.4K
Centerline Wealth Advisors, LLC6,801
0.2% of portfolio›$607.4K
Brickley Wealth Management6,698
0.1% of portfolio›$598.2K
Wolverine Asset Management LLC6,692
0.0% of portfolio›$597.7K
Quadcap Wealth Management, LLC6,620
0.1% of portfolio›$591.2K
Promethium Advisors,llc6,615
0.3% of portfolio›$590.8K
City Center Advisors, LLC6,595
0.5% of portfolio›$589.0K
Cambridge Advisors Inc.6,571
0.1% of portfolio›$586.9K
Independence Financial Advisors, LLC6,551
0.1% of portfolio›$585.1K
Patten & Patten Inc6,522
0.0% of portfolio›$582.5K
Bryn Mawr Trust Advisors, LLC6,514
0.0% of portfolio›$581.8K
Seelaus Asset Management LLC6,415
0.4% of portfolio›$572.9K
American Institute for Advanced Investment Management, LLP6,275
0.3% of portfolio›$560.4K
Archer Investment Corp6,274
0.1% of portfolio›$560.3K
WealthSpring Partners, LLC6,260
0.6% of portfolio›$559.0K
Goelzer Investment Management, Inc.6,140
0.0% of portfolio›$548.3K
Three Seasons Wealth, LLC6,139
0.0% of portfolio›$548.3K
Ballast Rock Private Wealth LLC6,095
0.3% of portfolio›$544.3K
Mccarter Private Wealth Services LLC6,033
0.2% of portfolio›$538.8K
Moulton Wealth Management, Inc5,987
0.4% of portfolio›$534.6K
Amarillo National Bank5,957
0.1% of portfolio›$532.0K
Arwa LLC5,843
0.2% of portfolio›$523.2K
Montecito Bank & Trust5,832
0.1% of portfolio›$520.9K
Claro Advisors Inc.5,825
0.1% of portfolio›$520.2K
Lockerman Financial Group, Inc.5,776
0.7% of portfolio›$515.9K
E&G Advisors, LLC5,762
0.1% of portfolio›$514.6K
Beacon Financial Group5,666
0.0% of portfolio›$506.0K
Signal Advisors Wealth, LLC5,578
0.0% of portfolio›$498.2K
Belvedere Trading LLC5,571
0.0% of portfolio›$497.5K
Realta Investment Advisors5,509
0.1% of portfolio›$492.0K
Sapient Capital LLC5,501
0.0% of portfolio›$491.3K
Endowment Wealth Management, Inc.5,274
0.2% of portfolio›$471.0K
Founders Financial Securities LLC5,189
0.0% of portfolio›$463.4K
Cresta Advisors, Ltd.5,140
0.2% of portfolio›$459.1K
Joel Adams & Associates, Inc.5,120
0.3% of portfolio›$457.3K
Retirement Planning Group, LLC5,090
0.0% of portfolio›$454.6K
Associated Banc-Corp5,055
0.0% of portfolio›$451.5K
Cyndeo Wealth Partners, LLC5,004
0.0% of portfolio›$446.9K
KG Capital Management4,996
0.3% of portfolio›$446.2K
Fulton Breakefield Broenniman LLC4,956
0.0% of portfolio›$442.6K
VestGen Advisors, LLC4,841
0.0% of portfolio›$432.4K
Trek Financial, LLC4,832
0.0% of portfolio›$431.5K
Narwhal Capital Management4,776
0.0% of portfolio›$426.5K
Cambiar Investors LLC4,740
0.0% of portfolio›$423.3K
DKM Wealth Management, Inc.4,702
0.3% of portfolio›$419.9K
Capital Investment Advisors, LLC4,684
0.0% of portfolio›$418.3K
Avidian Wealth Enterprises, LLC4,626
0.0% of portfolio›$413.2K
Maia Wealth LLC4,535
0.1% of portfolio›$405.0K
Jessup Wealth Management, Inc4,524
0.1% of portfolio›$404.1K
Prosperity Financial Group, Inc.4,446
0.1% of portfolio›$397.1K
BridgePort Financial Solutions, LLC4,445
0.1% of portfolio›$397.0K
Investment Planning Advisors, Inc.4,421
0.1% of portfolio›$394.8K
Legacy Wealth Partners, LLC4,405
0.1% of portfolio›$393.5K
Hudock, Inc.4,395
0.0% of portfolio›$392.5K
CWC Advisors, Llc.4,372
0.2% of portfolio›$390.5K
Net Worth Advisory Group4,308
0.1% of portfolio›$384.7K
Tran Capital Management, L.P.4,230
0.0% of portfolio›$377.8K
Financial Management Network Inc4,187
0.1% of portfolio›$372.8K
Indivisible Partners4,082
0.0% of portfolio›$364.6K
Stanley-Laman Group, Ltd.4,009
0.0% of portfolio›$358.1K
Regions Financial Corp3,968
0.0% of portfolio›$354.4K
KPP Advisory Services LLC3,968
0.1% of portfolio›$354.4K
McAdam, LLC3,936
0.0% of portfolio›$351.5K
Pacific Excel Wealth Advisors, Inc.3,924
0.4% of portfolio›$350.5K
IMG Wealth Management, Inc.3,915
0.2% of portfolio›$349.6K
Financial & Tax Architects, LLC3,911
0.1% of portfolio›$349.3K
OpenArc Corporate Advisory, LLC3,858
0.0% of portfolio›$344.6K
Centennial Advisors, LLC3,839
0.4% of portfolio›$342.9K
HB Wealth Management, LLC3,781
0.0% of portfolio›$337.7K
Silverlake Wealth Management LLC3,771
0.1% of portfolio›$336.8K
Verdence Capital Advisors LLC3,736
0.0% of portfolio›$333.7K
Nottingham Advisors, Inc.3,723
0.0% of portfolio›$332.5K
Lunt Capital Management, Inc.3,717
0.1% of portfolio›$332.0K
Brighton Jones LLC3,700
0.0% of portfolio›$330.4K
Stackstone Wealth, LLC3,695
0.0% of portfolio›$330.0K
Gaddis Premier Wealth Advisors LLC3,671
0.2% of portfolio›$327.9K
Kingswood Wealth Advisors, LLC3,644
0.0% of portfolio›$325.4K
Elevated Financial Group LLC3,634
0.1% of portfolio›$324.6K
NBT Bank, N.A.3,627
0.0% of portfolio›$323.9K
Acorn Wealth Advisors, LLC3,574
0.1% of portfolio›$319.2K
Parallel Advisors, LLC3,566
0.0% of portfolio›$318.5K
Avantra Family Wealth, Inc.3,544
0.2% of portfolio›$316.5K
Viewpoint Investment Partners Corp3,522
0.1% of portfolio›$314.6K
RDA Financial Network3,518
0.1% of portfolio›$314.2K
Ignite Planners, LLC3,488
0.0% of portfolio›$311.5K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management3,455
0.0% of portfolio›$308.6K
FC Advisory LLC3,406
0.1% of portfolio›$304.2K
Hohimer Wealth Management, LLC3,399
0.0% of portfolio›$303.6K
Hudson Capital Management LLC3,398
0.1% of portfolio›$303.5K
Yoder Wealth Management, Inc.3,394
0.1% of portfolio›$304.7K
Tactive Advisors, LLC3,386
0.1% of portfolio›$302.4K
Ridgecrest Wealth Partners, LLC3,350
0.1% of portfolio›$299.2K
Sound Income Strategies, LLC3,317
0.0% of portfolio›$296.7K
Oregon Pacific Wealth Management, LLC3,251
0.3% of portfolio›$290.3K
R. W. Roge & Company, Inc.3,217
0.8% of portfolio›$287.0K
Stirlingshire Investments, Inc.3,204
0.2% of portfolio›$286.2K
Town Capital LLC3,168
0.2% of portfolio›$282.9K
Spirit of America Management Corp3,152
0.1% of portfolio›$281.9K
Strategy Asset Managers LLC3,138
0.0% of portfolio›$280.3K
Founders Grove Wealth Partners, LLC3,083
0.1% of portfolio›$275.3K
Traphagen Investment Advisors LLC3,052
0.0% of portfolio›$272.6K
Keeler Thomas Management LLC3,043
0.1% of portfolio›$271.8K
Shayne & Jacobs, LLC3,040
0.1% of portfolio›$271.5K
Triumph Capital Management3,037
0.0% of portfolio›$271.2K
Accelerate Investment Advisors LLC3,004
0.2% of portfolio›$268.3K
Compass Ion Advisors, LLC2,948
0.0% of portfolio›$263.3K
Burke & Herbert Bank & Trust Co2,927
0.1% of portfolio›$261.4K
Nolet Wealth Management, LLC2,921
0.1% of portfolio›$260.9K
Tcfg Investment Advisors, LLC2,918
0.1% of portfolio›$260.6K
Northwest Financial Advisors2,900
0.0% of portfolio›$259.0K
Ridgewood Investments LLC2,862
0.1% of portfolio›$255.6K
Pinnacle Bancorp, Inc.2,778
0.1% of portfolio›$248.1K
Transce3nd, LLC2,773
0.2% of portfolio›$250.2K
M.E. Allison & Co., Inc.2,764
0.1% of portfolio›$246.9K
Rede Wealth, LLC2,759
0.1% of portfolio›$246.4K
Advisory Solutions Group, LLC2,743
0.1% of portfolio›$245.0K
Carrera Capital Advisors2,713
0.0% of portfolio›$242.3K
Aurora Private Wealth, Inc.2,680
0.0% of portfolio›$239
Patten Group, Inc.2,678
0.0% of portfolio›$239.2K
Glenview Trust Co2,665
0.0% of portfolio›$238.0K
Cypress Wealth Services, LLC2,662
0.0% of portfolio›$237.3K
Piscataqua Savings Bank2,656
0.2% of portfolio›$237.2K
Bluedoor Private Wealth, LLC2,642
0.1% of portfolio›$236.0K
Forbes J M & Co LLP2,637
0.0% of portfolio›$235.5K
Sun Group Wealth Partners2,618
0.1% of portfolio›$233.8K
Vicus Capital2,608
0.0% of portfolio›$232.9K
TopTier Wealth Management, LLC2,573
0.1% of portfolio›$229.8K
Essex Bank2,521
0.0% of portfolio›$225.1K
Sanchez Gaunt Capital Management, LLC2,513
0.1% of portfolio›$224.4K
KFA Private Wealth Group, LLC2,512
0.1% of portfolio›$224.4K
LFG Wealth Partners, LLC2,509
0.1% of portfolio›$224.1K
Breakwater Capital Group2,507
0.0% of portfolio›$223.9K
Capital Square, LLC2,507
0.1% of portfolio›$223.9K
SigFig Wealth Management, LLC2,502
0.0% of portfolio›$223.5K
Journey Beyond Wealth, LLC2,487
0.2% of portfolio›$222.1K
First National Trust Co2,464
0.0% of portfolio›$220.1K
Portfolio Resources Advisor Group, Inc.2,457
0.2% of portfolio›$219.4K
Hobart Private Capital, LLC2,426
0.0% of portfolio›$216.7K
Welch & Forbes LLC2,416
0.0% of portfolio›$215.8K
First Affirmative Financial Network2,408
0.0% of portfolio›$215.1K
Wetzel Investment Advisors, Inc.2,371
0.1% of portfolio›$211.8K
Intergy Private Wealth, LLC2,370
0.0% of portfolio›$211.7K
Asset One Wealth Management LLC2,355
0.0% of portfolio›$210.3K
Busey Bank2,322
0.0% of portfolio›$207.4K
Chapman Financial Group, LLC2,320
0.1% of portfolio›$207.2K
Bigelow Investment Advisors, LLC2,318
0.1% of portfolio›$207.0K
BankPlus Wealth Management LLC2,283
0.1% of portfolio›$203.9K
4J Wealth Management LLC2,274
0.1% of portfolio›$203.0K
XXI Wealth, LLC2,255
0.1% of portfolio›$201.4K
Palisade Asset Management, LLC2,250
0.0% of portfolio›$200.9K
Highline Wealth Partners LLC2,227
0.0% of portfolio›$198.9K
Ashton Thomas Securities, LLC2,149
0.0% of portfolio›$186.9K
Evolution Wealth Management Inc.1,946
0.1% of portfolio›$173.8K
J.Safra Asset Management Corp1,774
0.0% of portfolio›$158.4K
Westside Investment Management, Inc.1,630
0.0% of portfolio›$145.6K
Wilmington Savings Fund Society, FSB1,444
0.0% of portfolio›$129.0K
Duncker Streett & Co Inc1,437
0.0% of portfolio›$128.3K
Noble Wealth Management PBC1,427
0.1% of portfolio›$127.4K
Center for Financial Planning, Inc.1,390
0.0% of portfolio›$124.1K
Owl Creek Wealth Partners LLC1,374
0.0% of portfolio›$122.7K
Root Financial Partners, LLC1,367
0.0% of portfolio›$122.1K
Golden State Wealth Management, LLC1,354
0.0% of portfolio›$121.0K
Jcic Asset Management Inc.1,250
0.0% of portfolio›$111.6K
Mechanics Financial Corp1,220
0.0% of portfolio›$109.0K
Harbor Investment Advisory, LLC1,211
0.0% of portfolio›$108.2K
Cherry Tree Wealth Management, LLC1,196
0.0% of portfolio›$106.8K
Ascentis Wealth Management, LLC1,144
0.0% of portfolio›$102.2K
Finley Financial, LLC1,050
0.0% of portfolio›$93.8K
Kingdom Financial Group Llc.965
0.0% of portfolio›$86.2K
Signature Equity Partners, LLC964
0.0% of portfolio›$86.1K
Nvwm, LLC958
0.0% of portfolio›$85.6K
Bfsg, LLC925
0.0% of portfolio›$82.6K
Capital Investment Counsel, Inc895
0.0% of portfolio›$80.0K
Lloyd Advisory Services, Llc.859
0.0% of portfolio›$76.8K
Pinnacle Wealth Planning Services, Inc.827
0.0% of portfolio›$73.9K
Cordgrass Capital Advisors, LLC822
0.0% of portfolio›$73.4K
Pflug Koory, LLC761
0.0% of portfolio›$68.0K
BankChampaign, National Association758
0.1% of portfolio›$67.7K
Covestor Ltd593
0.0% of portfolio›$53
PFS Partners, LLC567
0.0% of portfolio›$50.6K
GK Wealth Management LLC546
0.0% of portfolio›$48.8K
Powell Investment Advisors, LLC524
0.0% of portfolio›$46.8K
Richards, Merrill & Peterson, Inc.499
0.0% of portfolio›$44.6K
CX Institutional469
0.0% of portfolio›$42
Barrett & Company, Inc.460
0.0% of portfolio›$41.1K
Tompkins Financial Corp458
0.0% of portfolio›$40.9K
Bokf, NA410
0.0% of portfolio›$36.6K
Fairscale Capital, LLC409
0.0% of portfolio›$37.5K
Y.D. More Investments Ltd400
0.0% of portfolio›$35.7K
Farmers & Merchants Investments Inc400
0.0% of portfolio›$35.7K
Compass Financial Management LLC367
0.0% of portfolio›$32.8K
West Branch Capital LLC343
0.0% of portfolio›$30.6K
Pension & Wealth Management Advisors, Inc.325
0.0% of portfolio›$29.0K
Pioneer Family Office, LLC321
0.0% of portfolio›$28.7K
Indiana Trust & Investment Management Co318
0.0% of portfolio›$28.4K
Asset Dedication, LLC297
0.0% of portfolio›$26.5K
Cape Investment Advisory, Inc.296
0.0% of portfolio›$26.4K
Coastline Trust Co265
0.0% of portfolio›$23.7K
Elevated Capital Advisors, LLC235
0.0% of portfolio›$21.0K
Mosley Wealth Management225
0.0% of portfolio›$20.3K
Versant Capital Management, Inc223
0.0% of portfolio›$19.9K
Strengthening Families & Communities, LLC218
0.0% of portfolio›$19.5K
Register Financial Advisors LLC197
0.0% of portfolio›$17.6K
Tsfg, LLC197
0.0% of portfolio›$18
Lodestone Wealth Management LLC186
0.0% of portfolio›$16.6K
Hurley Capital, LLC182
0.0% of portfolio›$16.3K
Princeton Global Asset Management LLC173
0.0% of portfolio›$15.4K
Bangor Savings Bank172
0.0% of portfolio›$15.4K
Murphy & Mullick Capital Management Corp169
0.0% of portfolio›$15.1K
Hickory Point Bank & Trust161
0.0% of portfolio›$14.4K
Birch Financial Group, LLC152
0.0% of portfolio›$13.6K
Glass Jacobson Investment Advisors llc134
0.0% of portfolio›$12.0K
Avion Wealth131
0.0% of portfolio›$11
SJS Investment Consulting Inc.128
0.0% of portfolio›$11.4K
Plante Moran Financial Advisors, LLC124
0.0% of portfolio›$11.1K
Richardson Capital Management LLC122
0.0% of portfolio›$10.9K
Gamma Investing LLC117
0.0% of portfolio›$10.4K
Physician Wealth Advisors, Inc.115
0.0% of portfolio›$10.3K
Signaturefd, LLC108
0.0% of portfolio›$9.6K
Silver Grove Financial Group, Inc.104
0.0% of portfolio›$9.3K
Pacifica Partners Inc.100
0.0% of portfolio›$8.9K
Townsend Asset Management Corp91
0.0% of portfolio›$8.1K
Richardson Financial Services Inc.89
0.0% of portfolio›$7.9K
Chilton Capital Management LLC86
0.0% of portfolio›$7.7K
EPG Wealth Management LLC85
0.0% of portfolio›$7.6K
Parkside Financial Bank & Trust79
0.0% of portfolio›$7.1K
Olistico Wealth, LLC77
0.0% of portfolio›$6.9K
Networth Advisors, LLC76
0.0% of portfolio›$6.8K
Costello Asset Management, Inc76
0.0% of portfolio›$6.8K
Brown, Lisle Ings, Inc.72
0.0% of portfolio›$6.4K
Trust Co71
0.0% of portfolio›$6.3K
Sima Wealth Partners, LLC66
0.0% of portfolio›$5.9K
Next Level Wealth Planning, LLC66
0.0% of portfolio›$5.9K
Balentine LLC65
0.0% of portfolio›$5.8K
Axiom Investment Management LLC65
0.0% of portfolio›$5.8K
DecisionPoint Financial, LLC63
0.0% of portfolio›$5.6K
Edgemoor Investment Advisors, Inc.61
0.0% of portfolio›$5.4K
First Bancorp, Inc61
0.0% of portfolio›$5.4K
Birchwood Financial Partners, Inc.57
0.0% of portfolio›$5.1K
Rosenberg Matthew Hamilton56
0.0% of portfolio›$5.0K
Hilton Head Capital Partners, LLC55
0.0% of portfolio›$4.9K
Reicon Wealth Advisors, LLC43
0.0% of portfolio›$3.8K
Godsey & Gibb, Inc42
0.0% of portfolio›$3.8K
Investors Research Corp41
0.0% of portfolio›$3.7K
Towne Trust Company, N.a41
0.0% of portfolio›$3.7K
JFS Wealth Advisors, LLC37
0.0% of portfolio›$3.3K
Cassaday & Co Wealth Management LLC21
0.0% of portfolio›$1.9K
Eukles Asset Management20
0.0% of portfolio›$1.8K
Team Financial Group, LLC16
0.0% of portfolio›$1.4K
Signature Resources Capital Management, LLC15
0.0% of portfolio›$1.3K
Latitude Advisors, LLC14
0.0% of portfolio›$1.2K
Rakuten Securities, Inc.13
0.0% of portfolio›$1.2K
Nvest Wealth Strategies, Inc.13
0.0% of portfolio›$1.2K
Nfsg Corp12
0.0% of portfolio›$1.1K
First Pacific Financial10
0.0% of portfolio›$921
Main Street Group, LTD6
0.0% of portfolio›$535
Birchbrook, Inc.5
0.0% of portfolio›$447
Quest 10 Wealth Builders, Inc.5
0.0% of portfolio›$463
Dhjj Financial Advisors, Ltd.3
0.0% of portfolio›$268
POM Investment Strategies, LLC2
0.0% of portfolio›$179
Horizon Financial Services, LLC0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Blue Trust, Inc.
7,771,223$694.0M7.3%ETFLowBrentwood, TN2026-10-15
Bank Julius Baer & Co. Ltd, Zurich
3,399,251$304.0M0.8%GrowthMediumZurich, Switzerland2026-10-29
AIA Group Ltd
2,842,849$253.9M3.1%GrowthMediumHong Kong, South Korea2026-10-30
Keystone Global Partners, LLC
2,752,000$245.8K0.1%ETFMediumDenver, CO2026-10-13
Truist Financial Corp
1,700,161$151.8M0.2%CoreLowCharlotte, NC2026-10-30
Wealthcare Capital Management LLC
1,514,636$135.3M14.9%ETFVery LowRichmond, VA2026-10-21
Eastern Bank
1,346,447$120.3M1.8%GrowthMediumBoston, MA2026-10-05
Wealth Enhancement Advisory Services, LLC
1,242,810$111.2M0.2%CoreLowPlymouth, MN2026-10-13
Greenleaf Trust
1,140,073$101.8M1.0%CoreLowKalamazoo, MI2026-10-29
Cambridge Investment Research Advisors, Inc.
1,122,696$100.3K0.0%ETFLowFairfield, IA2026-11-02
Avalon Advisory Group
977,998$87.3M32.9%ETFVery LowWexford, PA2026-10-20
WestEnd Advisors, LLC
882,562$78.8M1.7%ETFMediumCharlotte, NC2026-10-27
Wealthcare Advisory Partners LLC
865,479$77.3M1.3%ETFLowWest Chester, PA2026-10-21
3Edge Asset Management, LP
860,492$76.9M3.3%ETFMediumNaples, FL2026-10-30
Matauro, LLC
824,989$73.7M9.0%ETFLowNew York, NY2026-11-03
Greenwood Gearhart LLC
775,961$69.3M3.1%ETFLowFayetteville, AR2026-11-02
CenturyLink Investment Management Co
746,500$66.7M53.0%ETFN/ADenver, CO2026-10-16
Evergreen Capital Management LLC
726,955$64.9M1.1%GARPMediumBellevue, WA2026-10-23
Raub Brock Capital Management LP
707,559$63.2M19.4%GrowthMediumLarkspur, CA2026-10-21
Assetmark, Inc
699,053$62.4M0.1%ETFLowConcord, CA2026-10-21
Armstrong Advisory Group, Inc
623,109$55.6M3.4%ETFHighNeedham, MA2026-10-09
Mirae Asset Global Investments Co., Ltd.
605,658$54.1M0.1%GrowthLowSeoul, Malaysia2026-11-03
Twele Capital Management, Inc.
562,022$50.2M8.3%ETFVery LowMinnetonka, MN2026-10-13
LifeGuide Financial Advisors, LLC
541,405$48.4M13.6%ETFVery LowMechanicsburg, PA2026-10-20
GenWealth Group, Inc.
531,925$47.5M7.4%ETFMediumMaplewood, NJ2026-10-16
Patton Fund Management, Inc.
527,427$47.1M12.1%GARPHighNew York, NY2026-10-13
Ironwood Wealth Management, Llc.
507,918$45.4M9.8%ETFLowChandler, AZ2026-10-28
Focus Financial Network, Inc.
443,067$39.6M1.2%ETFLowMinneapolis, MN2026-10-14
IFP Advisors, Inc
436,490$39.0M0.7%GrowthLowTampa, FL2026-10-16
Beacon Wealthcare LLC
430,508$38.4M12.2%ETFVery LowRaleigh, NC2026-10-02
Summit Global Investments
430,034$38.4K0.0%CoreMediumBountiful, UT2026-10-28
Kestra Advisory Services, LLC
423,017$37.8M0.1%CoreLowAustin, TX2026-11-02
Principle Wealth Partners LLC
419,986$37.5M1.8%CoreVery LowMadison, CT2026-11-02
Barings LLC
412,045$36.8M0.6%ETFLowCharlotte, NC2026-10-22
First Financial Bank - Trust Division
396,411$35.4M2.6%CoreLowHamilton, OH2026-10-01
Commonwealth Equity Services, LLC
360,985$32.2M0.0%ETFLowWaltham, MA2026-11-02
Ashton Thomas Private Wealth, LLC
327,744$29.3M0.6%CoreMediumScottsdale, AZ2026-11-03
Citigroup Inc
320,010$28.6M0.0%CoreMediumNew York, NY2026-11-04
Sachem Hill LLC
318,482$28.4M5.0%ETFVery LowDenver, CO2026-10-14
First Citizens Bank & Trust Co
302,927$27.1M0.4%CoreMediumRaleigh, NC2026-10-14
Community Financial Services Group, LLC
300,213$26.8M4.1%GrowthLowNewport, VT2026-10-15
Summit Financial Consulting LLC
295,650$26.4M19.4%ETFHighSterling Heights, MI2026-10-15
Invariant Investment Management
295,577$26.3M15.2%ETFLowCamp Hill, PA2026-10-08
United Capital Management of KS, Inc.
284,191$25.4M3.3%GrowthMediumSalina, KS2026-11-04
Wealth Management Resources, Inc.
269,444$24.1M7.4%ETFVery LowSmithfield, RI2026-10-21
RED Cedar Investment Management, LLC
268,484$24.0M2.3%ETFLowGrand Rapids, MI2026-11-04
Mather Group, Llc.
252,867$22.6M0.2%ETFMediumChicago, IL2026-10-14
Willis Johnson Wealth, Inc.
249,334$22.3M1.2%ETFLowHouston, TX2026-11-03
SkyOak Wealth, LLC
246,585$22.0M3.6%ETFLowSouthfield, MI2026-10-28
SimpliFi, Inc.
234,107$20.9M8.5%ETFMediumSan Diego, CA2026-10-28
Form Wealth Advisors, LLC
232,570$20.8M2.3%ETFMediumLake Geneva, WI2026-10-13
Aafmaa Wealth Management & Trust LLC
225,285$20.1M6.9%ETFMediumFayetteville, NC2026-10-14
Creative Planning
219,221$19.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Bailard, Inc.
211,247$18.9M0.4%GrowthMediumFoster City, CA2026-10-13
Trilogy Capital Inc.
205,284$18.3M0.7%ETFMediumIrvine, CA2026-10-20
Arvest Investments, Inc.
195,703$17.5M2.1%ETFLowLowell, AR2026-10-21
Crescent Grove Advisors, LLC
194,538$17.4M1.5%ETFLowLake Forest, IL2026-10-21
Titleist Asset Management, LLC
189,320$16.9M1.1%ETFLowSan Antonio, TX2026-10-08
Atlas Private Wealth Advisors
187,837$16.8M3.6%ETFLowRed Bank, NJ2026-10-23
Syntax Research, Inc.
187,323$16.7M12.1%ETFMediumBoca Raton, FL2026-11-04
Global Trust Asset Management, LLC
185,658$16.6M5.2%GrowthMediumPalm Beach Gardens, FL2026-10-19
Exchange Traded Concepts, LLC
184,441$16.5M0.1%GrowthMediumOklahoma City, OK2026-10-28
Silverleafe Capital Partners, LLC
177,759$15.9M4.5%CoreMediumGermantown, TN2026-10-02
Virtue Capital Management, LLC
167,801$15.0M2.0%GrowthHighBrentwood, TN2026-10-29
Prospera Financial Services Inc
166,508$15.3M0.2%CoreMediumDallas, TX2026-11-04
Columbia Bank
166,059$14.8M3.2%GrowthLowLake Oswego, OR2026-10-29
Atria Investments, Inc
161,233$14.4M0.1%CoreMediumCharlotte, NC2026-10-15
SeaBridge Investment Advisors LLC
158,569$14.2M1.9%GrowthMediumSummit, NJ2026-11-02
Strategic Point Investment Advisors, LLC
155,293$13.9M1.8%ETFVery LowProvidence, RI2026-10-29
Courier Capital LLC
153,951$13.7M0.7%ETFLowBuffalo, NY2026-10-19
One Day In July LLC
153,706$13.7M0.9%ETFVery LowBurlington, VT2026-10-30
TD Private Client Wealth LLC
151,738$13.6M0.2%ETFLowNew York, NY2026-10-28
Systelligence, LLC
148,160$5.2M0.9%ETFHighBloomington, MN2026-11-05
Tennessee Valley Asset Management Partners
146,320$13.1M1.4%ETFLowKnoxville, TN2026-11-03
Paragon Capital Management Inc
142,254$12.7M9.6%CoreMediumProvo, UT2026-10-15
Pinkerton Wealth, LLC
142,003$12.7M2.0%CoreHighCoeur D Alene, ID2026-10-29
True Freedom Investing, LLC
138,557$12.4M1.9%CoreHighCoeur D'Alene, ID2026-10-29
Oppenheimer & Co Inc
138,055$12.3M0.1%CoreLowNew York, NY2026-10-26
Lincoln Capital Corp
137,459$12.3M4.0%ETFMediumEast Greenwich, RI2026-10-13
Citizens Financial Group Inc
135,184$12.1M0.1%GrowthLowProvidence, RI2026-10-23
Keybank National Association
132,328$11.8M0.0%CoreLowBrooklyn, OH2026-11-04
Quaker Wealth Management, LLC
131,886$11.8M3.5%ETFMediumMoorestown, NJ2026-10-22
DSG Capital Advisors, LLC
130,995$11.7M1.7%GrowthLowEdina, MN2026-11-05
William Howard & Co Financial Advisors Inc
127,982$11.4M9.2%ETFVery LowMemphis, TN2026-11-04
Pinnacle Associates LTD
127,817$11.4M0.1%CoreLowNew York, NY2026-10-20
Chicago Partners Investment Group LLC
126,064$11.5M0.2%GARPLowChicago, IL2026-10-27
Sicart Associates LLC
125,346$11.3M2.7%CoreLowNew York, NY2026-10-29
Transmarket Holdings LP
123,985$11.1M6.2%Deep ValueVery HighChicago, IL2026-10-27
Park Avenue Securities LLC
120,801$10.8K0.0%ETFMediumNew York, NY2026-10-26
Allspring Global Investments Holdings, LLC
119,848$10.7M0.0%CoreMediumCharlotte, NC2026-11-04
Elevation Point Wealth Partners, LLC
112,232$10.0M0.2%CoreHighDenver, CO2026-11-05
Middleton & Co Inc
110,634$9.9M1.0%GrowthLowBoston, MA2026-10-23
Bond & Devick Financial Network, Inc.
110,194$9.8M2.4%ETFVery LowSt. Louis Park, MN2026-10-23
Lifestyle Asset Management, Inc.
108,788$9.7M2.3%ETFHighFriendswood, TX2026-10-20
Prime Capital Investment Advisors, LLC
107,439$9.6M0.1%ETFLowOverland Park, KS2026-10-20
Premier Path Wealth Partners, LLC
107,428$9.6M1.1%GrowthMediumMadison, NJ2026-10-16
USA Financial Formulas
105,218$9.4M1.8%ETFVery HighAda, MI2026-10-16
Modera Wealth Management, LLC
105,021$9.4M0.1%ETFVery LowWestwood, NJ2026-10-28
Strategic Financial Group, LLC
102,205$9.1M8.8%ETFLowGrand Haven, MI2026-10-08
Pacific Wealth Management
101,981$9.1M4.0%ETFLowSan Diego, CA2026-10-05
Concurrent Investment Advisors, LLC
95,435$8.5M0.1%GrowthMediumTampa, FL2026-10-16
Cordoba Advisory Partners LLC
95,170$8.5M1.0%ETFMediumNew York, NY2026-10-19
High Note Wealth, LLC
94,742$8.5M1.4%ETFVery LowDeephaven, MN2026-10-27
PFG Advisors
93,923$8.4M0.4%ETFMediumPhoenix, AZ2026-10-16
Summit Asset Management, LLC
92,849$8.3M1.1%ETFLowMemphis, TN2026-11-05
Miller Financial Services LLC
91,613$8.2M6.2%CoreLowMarshall, MI2026-10-20
Imc-Chicago, LLC
91,143$8.1M0.0%GARPVery HighChicago, IL2026-11-05
Pinnacle Wealth Management Advisory Group, LLC
84,779$7.6M0.4%GrowthLowRed Bank, NJ2026-10-23
Laurel OAK Wealth Management, LLC
84,768$7.6M1.1%GrowthLowMarlton, NJ2026-10-19
White Pine Investment Co
83,916$7.5K0.0%ETFVery LowLivonia, MI2026-10-15
Leo Wealth, LLC
78,488$7.0M1.5%CoreLowHurst, TX2026-10-26
Benchmark Financial, LLC
78,463$7.0M5.4%ETFVery LowWilmington, DE2026-10-16
Greenwood Capital Associates LLC
76,529$6.8M0.7%CoreMediumGreenwood, SC2026-10-27
Rezny Wealth Management, Inc.
75,236$6.7M1.2%ETFLowFort Myers, FL2026-10-15
DDD Partners, LLC
74,390$6.6M0.4%CoreMediumBellevue, WA2026-11-02
Leuthold Group, LLC
74,033$6.6M0.6%ValueMediumMinneapolis, MN2026-11-04
Portside Wealth Group, LLC
72,622$6.5M0.7%CoreMediumProvo, UT2026-10-20
West Paces Advisors Inc.
72,461$6.5M1.1%ETFLowAtlanta, GA2026-10-13
IPG Investment Advisors LLC
71,994$6.4M0.9%CoreMediumSan Diego, CA2026-10-30
Goodman Advisory Group, LLC
71,764$6.4M1.5%GrowthHighNeedham, MA2026-11-02
Heck Capital Advisors, LLC
69,735$6.2M0.3%ETFMediumRhinelander, WI2026-10-14
AmeriServ Wealth Advisors
67,308$6.0M4.8%ETFVery LowJohnstown, PA2026-10-21
Acropolis Investment Management, LLC
67,080$6.0M0.2%ETFLowSt. Louis, MO2026-10-08
Insight Wealth Partners, LLC
66,811$6.0M0.8%ETFLowPlano, TX2026-10-26
Davenport & Co LLC
65,747$5.9M0.0%CoreMediumRichmond, VA2026-10-14
Ballew Advisors, Inc
65,561$5.8M2.9%ETFLowJackson, MS2026-10-05
Vise Technologies, Inc.
64,754$5.8M0.0%IndexLowNew York, NY2026-10-29
TD Waterhouse Canada Inc.
63,528$5.7M0.0%CoreLowToronto, Australia2026-10-16
Values First Advisors, Inc.
63,355$5.7M2.7%CoreMediumJohnson City, TN2026-10-23
James Investment Research, Inc.
62,790$5.6M0.6%CoreLowAlpha, OH2026-10-22
Stablepoint Partners, LLC
62,477$5.6M0.8%CoreLowBraintree, MA2026-11-03
Wealth Enhancement Trust Services, Inc.
62,363$5.6M0.6%GrowthMediumSioux Falls, SD2026-10-07
First Interstate Bank
62,092$5.5M0.3%ETFLowBillings, MT2026-10-23
Sagespring Wealth Partners, LLC
58,690$5.2M0.1%ETFLowFranklin, TN2026-10-22
Perigon Wealth Management, LLC
57,274$5.1M0.1%GrowthLowSan Francisco, CA2026-10-22
Beacon Advisors Holdings, LLC
55,900$5.0M2.4%ETFVery LowAustin, TX2026-10-27
Meridian Wealth Management, LLC
54,671$4.9M0.1%GrowthLowLexington, KY2026-11-05
Bison Wealth, LLC
53,371$4.8M0.4%GrowthMediumAtlanta, GA2026-10-13
Whalen Wealth Management Inc.
51,374$4.6M2.0%GrowthHighLas Vegas, NV2026-10-08
Sage Private Wealth Group, LLC
50,206$4.5M1.5%ETFLowOakbrook Terrace, IL2026-10-21
Brookstone Capital Management
49,946$4.5M0.0%ETFMediumWheaton, IL2026-10-22
Cliftonlarsonallen Wealth Advisors, LLC
47,877$4.3M0.1%ETFLowMinneapolis, MN2026-10-14
Simplicity Wealth,LLC
46,909$4.2M0.1%ETFLowSummit, NJ2026-10-23
Ferguson Shapiro LLC
46,770$4.2M1.2%ETFHighDecatur, GA2026-10-16
Farmers & Merchants Trust Co of Chambersburg PA
46,667$4.2K0.0%GARPLowChambersburg, PA2026-10-14
Capital Advisors Wealth Management, LLC
45,581$4.1M0.5%ETFLowYakima, WA2026-10-09
Focused Wealth Management, Inc
45,314$4.0M0.3%ETFLowNewburgh, NY2026-10-30
Diversify Advisory Services, LLC
44,582$4.0M0.1%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
44,582$4.0M0.1%GrowthMediumSandy, UT2026-10-20
Farther Finance Advisors, LLC
43,430$3.9M0.0%IndexLowSan Francisco, CA2026-10-08
GAM Holding AG
43,000$3.8M0.3%CoreMediumZurich, Switzerland2026-11-03
Wealthcare Capital Partners, LLC
42,489$3.8M1.5%ETFLowWest Chester, PA2026-10-21
1620 Investment Advisors, Inc.
42,434$3.8M2.4%ValueLowPlymouth, MA2026-11-04
Integrated Advisors Network LLC
41,423$3.7M0.2%GrowthMediumDallas, TX2026-10-20
Advisor OS, LLC
41,243$3.7M0.2%ETFMediumChicago, IL2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
41,133$3.7M0.2%ETFMediumWestlake, OH2026-10-14
MFA Wealth Services
40,343$3.6M2.1%ETFLowThousand Oaks, CA2026-10-14
Blue Capital, Inc.
40,194$3.6M2.2%CoreHighOmaha, NE2026-10-13
Dynamic Wealth Strategies, LLC
40,170$3.6M1.9%ETFLowGranite Bay, CA2026-10-16
Independent Financial Group, LLC
39,861$3.6M0.1%GrowthLowSan Diego, CA2026-10-13
J. Safra Sarasin Holding AG
39,421$3.7M0.1%CoreMediumBasel, Switzerland2026-10-26
Kestra Private Wealth Services, LLC
39,100$3.5M0.0%GrowthLowAustin, TX2026-10-30
Apollon Wealth Management, LLC
38,998$3.5M0.0%GrowthLowMount Pleasant, SC2026-10-23
Beirne Wealth Consulting Services, LLC
38,453$3.4M0.7%ETFLowShelton, CT2026-10-19
Cullen T Bankers, Inc.
37,710$3.4M0.0%GrowthLowSan Antonio, TX2026-10-28
Christensen, King & Associates Investment Services, Inc.
37,606$3.4M1.2%ETFVery LowRichland, WA2026-10-22
Burns Matteson Capital Management, LLC
36,644$3.3M1.1%CoreMediumCorning, NY2026-10-16
Strategic Blueprint, LLC
36,460$3.3M0.2%ETFLowAtlanta, GA2026-10-22
Nemes Rush Group LLC
36,163$3.2M0.3%CoreVery LowNovi, MI2026-11-04
Insight Wealth Strategies, LLC
36,078$3.2M0.3%ETFHighSan Ramon, CA2026-10-09
Columbus Macro, LLC
35,946$3.2M0.3%YieldMediumNew Castle, PA2026-10-14
Biltmore Wealth Management, LLC
35,414$3.2M1.0%ETFVery LowTempe, AZ2026-10-09
United Advisor Group, LLC
35,335$3.2M0.3%ETFLowCincinnati, OH2026-11-03
WealthCare Asset Management, LLC
34,764$3.1M2.7%CoreHighSpringfield, MO2026-10-26
Etesian Wealth Advisors, Inc.
34,432$3.1M0.9%ETFLowWest Linn, OR2026-10-27
AlphaCore Capital LLC
34,319$3.1M0.0%ETFLowLa Jolla, CA2026-11-04
Forte Asset Management LLC
34,247$3.1M1.2%ETFLowBedford, NY2026-10-13
Arrien Investments, Inc.
33,979$3.0M1.6%ETFLowBoise, ID2026-10-30
Solstein Capital, LLC
33,875$3.0M1.1%CoreLowMenlo Park, CA2026-11-02
LWM Advisors Inc
32,423$2.9M2.2%ETFLowEl Dorado Hills, CA2026-10-08
WBH Advisory Inc
32,410$2.9M0.2%ETFLowBaltimore, MD2026-11-05
Evergreen Private Wealth LLC
32,132$2.9M1.1%CoreLowGreenwood Village, CO2026-10-30
Boltwood Capital Management
31,290$2.8M0.6%ETFVery LowWalnut Creek, CA2026-10-02
Able Financial Group, LLC
31,176$2.8M0.4%ETFLowScottsdale, AZ2026-10-14
Erickson Financial Group, LLC
31,041$2.8M1.5%ETFVery LowAllentown, PA2026-11-05
Spectrum Strategic Capital Management, LLC
30,584$2.7M1.3%ETFMediumCorvallis, OR2026-10-22
Certior Financial Group, LLC
30,434$2.7M1.5%ETFMediumKing Of Prussia, PA2026-10-19
Alliance Wealth Advisors, LLC
30,433$2.7M0.5%ETFHighCenterville, UT2026-10-28
Semitam Bonam LLC
30,233$2.7M1.9%ETFVery LowGoshen, NY2026-10-27
Koshinski Asset Management, Inc.
30,218$2.7M0.1%ETFLowDecatur, IL2026-10-29
RFG Advisory, LLC
29,041$2.6M0.0%ETFMediumBirmingham, AL2026-11-03
Sovran Advisors, LLC
28,564$2.6M0.2%ETFMediumSan Diego, CA2026-11-02
Ehrlich Financial Group
28,419$2.5M1.3%ETFHighLaguna Niguel, CA2026-10-20
Stordahl Capital Management, Inc.
28,413$2.5M0.5%ETFVery LowGreenwood Village, CO2026-10-22
T3 Companies, LLC
28,400$2.5M2.5%CoreVery HighNew York, NY2026-10-22
Lido Advisors, LLC
27,668$2.5M0.0%GrowthLowLos Angeles, CA2026-11-04
Regatta Capital Group, LLC
27,650$2.5M0.3%ETFLowEl Segundo, CA2026-10-23
Autumn Glory Partners, LLC
27,227$2.4M0.7%CoreMediumDallas, TX2026-10-26
HCR Wealth Advisors
27,195$2.4M0.2%GrowthLowLos Angeles, CA2026-10-15
Cdkv Holdings LLC
27,075$2.4M1.8%ETFMediumDenver, CO2026-10-28
Sigma Planning Corp
27,061$2.4M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Sowell Financial Services LLC
26,954$2.4M0.1%CoreLowNorth Little Rock, AR2026-10-23
Purus Wealth Management, LLC
26,911$2.4M0.7%Agg GrowthVery LowNewport Beach, CA2026-10-15
Encompass More Asset Management
26,398$2.4M0.3%ETFHighDanville, CA2026-10-16
Analyst IMS Investment Management Services Ltd.
26,302$2.3M0.1%ETFLowTel-Aviv, Luxembourg2026-11-05
Triad Wealth Partners, LLC
26,186$2.3M0.1%ETFMediumLawrence, KS2026-10-26
EverSource Wealth Advisors, LLC
25,114$2.2M0.1%CoreMediumBirmingham, AL2026-11-04
Q Fund Management (Hong Kong) Ltd
25,000$2.2M2.1%Agg GrowthVery HighHong Kong, South Korea2026-10-14
Greatmark Investment Partners, Inc.
24,946$2.2M0.2%ValueVery LowColumbus, GA2026-10-28
Formidable Asset Management, LLC
24,841$2.3M0.3%CoreLowCincinnati, OH2026-11-03
MFA Wealth Advisors, LLC
24,821$2.2M0.4%ETFMediumPittsburgh, PA2026-10-07
Eagle Global Advisors LLC
24,757$2.2M0.1%CoreLowHouston, TX2026-11-02
Innova Wealth Partners
24,296$2.2M0.8%ETFHighNewtown, PA2026-10-21
JB Capital LLC
23,779$2.1M0.1%ETFMediumWethersfield, CT2026-10-19
ETF Store, Inc.
23,771$2.1M1.7%ETFVery LowOverland Park, KS2026-10-19
Cypress Capital, LLC
23,709$2.1M0.6%ETFMediumFranklin, TN2026-10-20
First International Bank of Israel Ltd.
23,087$2.1M0.8%ETFMediumTel Aviv, Luxembourg2026-11-04
ShoreHaven Wealth Partners, LLC
22,250$2.0M0.6%ETFMediumRed Bank, NJ2026-10-16
M Holdings Securities, Inc.
21,972$2.0M0.8%ETFHighPortland, OR2026-11-03
Midwest Professional Planners, Ltd.
21,965$2.0M0.4%GrowthMediumWausau, WI2026-10-29
Prism Advisors, Inc.
21,929$2.0M0.5%ETFMediumStudio City, CA2026-10-09
Central Pacific Bank - Trust Division
21,815$1.9M0.2%CoreMediumHonolulu, HI2026-10-06
Fortitude Advisory Group L.L.C.
21,684$1.9M0.7%GrowthMediumGig Harbor, WA2026-10-15
Midwest Trust Co
21,033$1.9M0.0%CoreLowOverland Park, KS2026-10-22
Robinson Value Management, Ltd.
20,950$1.9M1.0%YieldHighSan Antonio, TX2026-10-20
Krilogy Financial LLC
20,913$1.9M0.1%GrowthLowSt. Louis, MO2026-10-13
Atlas Brown,Inc.
20,878$1.9M0.5%GrowthLowLouisville, KY2026-10-09
Israel Discount Bank of New York
20,206$1.8M3.3%ETFMediumNew York, NY2026-10-14
Canvas Wealth Advisors, LLC
20,101$1.8M0.2%GrowthLowShawnee, KS2026-11-02
GC Wealth Management RIA, LLC
19,933$1.8M0.1%GrowthMediumCambridge, MA2026-11-02
United Asset Strategies, Inc.
19,487$1.7M0.1%GrowthLowGarden City, NY2026-10-28
WealthTrust Asset Management, LLC
18,982$1.7M0.9%GARPMediumDestin, FL2026-10-22
Matrix Trust Co
18,960$1.7K0.0%ETFLowDenver, CO2026-10-07
Fifth Third Securities, Inc.
18,901$1.7M0.1%ETFLowCincinnati, OH2026-10-21
DMC Group, LLC
18,757$1.7M1.2%CoreMediumBirmingham, AL2026-10-26
Capstone Capital Management Ltd
18,600$1.7M0.7%GrowthVery HighHong Kong, South Korea2026-10-21
Lanark Financial, Inc.
18,475$1.6M0.1%CoreMediumBirmingham, AL2026-10-26
Choreo, LLC
17,828$1.6M0.0%IndexLowRockford, IL2026-10-28
waypoint wealth counsel
17,678$1.6M0.9%CoreLowAtlanta, GA2026-10-22
SevenBridge Financial Group, LLC
17,577$1.6M0.2%CoreLowHarrisburg, PA2026-10-26
Spire Wealth Management
17,564$1.6M0.0%GrowthMediumMclean, VA2026-10-30
Center For Asset Management LLC
17,384$1.6M0.7%ETFMediumPalm Beach Gardens, FL2026-10-16
Professional Financial Advisors, LLC
17,293$1.5M0.3%ETFMediumNorth Platte, NE2026-10-13
Beam Wealth Advisors, Inc.
17,200$1.5M0.3%ETFMediumCovington, LA2026-11-03
Prairie Advisory, LLC
17,160$1.5M0.2%ETFN/ALeawood, KS2026-10-19
CFS Investment Advisory Services, LLC
16,827$1.5M0.1%ETFMediumTotowa, NJ2026-10-19
Ascent Group, LLC
16,392$1.5M0.0%CoreLowVirginia Beach, VA2026-10-30
TSA Wealth Managment LLC
15,855$1.4M0.4%ETFMediumHouston, TX2026-10-22
First Horizon Corp
15,816$1.4M0.1%CoreLowMemphis, TN2026-10-26
Wedbush Securities Inc
15,633$1.4K0.0%CoreLowPasadena, CA2026-10-22
Glaxis Capital Management, LLC
15,500$1.4M3.3%GARPVery HighSarasota, FL2026-11-02
Global View Capital Management LLC
15,463$1.4M0.3%ETFHighWaukesha, WI2026-10-28
Dutch Asset Corp
15,232$1.4M0.6%GrowthMediumSelkirk, NY2026-10-20
Blue Jean Financial LLC
15,007$1.3M0.8%GrowthVery HighAlbany, NY2026-10-20
Marshall & Sterling Wealth Advisors Inc.
14,998$1.3M0.8%ETFMediumPoughkeepsie, NY2026-10-28
Kornitzer Capital Management Inc
14,473$1.3M0.0%CoreLowShawnee Mission, KS2026-11-03
Quadrant Private Wealth Management, LLC
13,841$1.2M0.2%GrowthLowCenter Valley, PA2026-11-04
LexAurum Advisors, LLC
13,578$1.2M0.1%ETFLowOverland Park, KS2026-10-19
Wlth Capital Management, LLC
13,502$1.2M7.3%ETFN/AChandler, AZ2026-10-20
Harbor Capital Advisors, Inc.
13,425$1.2K0.0%ValueHighChicago, IL2026-10-22
Flagstar Securities, Inc
13,361$1.2M0.4%ETFVery LowNew York, NY2026-10-15
Two West Capital Advisors LLC
13,281$1.2M0.6%ETFLowOverland Park, KS2026-10-15
Gilpin Wealth Management, LLC
13,046$1.2M0.8%GrowthLowDenver, CO2026-10-09
Private Trust Co NA
13,037$1.2M0.1%CoreLowCleveland, OH2026-10-20
Csenge Advisory Group
13,031$1.2M0.0%ETFMediumClearwater, FL2026-11-04
Buck Wealth Strategies, LLC
12,949$1.2M0.1%ValueMediumDenver, CO2026-10-28
TriaGen Wealth Management LLC
12,836$1.1M0.3%CoreMediumCalabasas, CA2026-10-14
Capital Investment Advisory Services, LLC
12,821$1.1M0.1%CoreMediumRaleigh, NC2026-10-30
HUB Investment Partners, LLC
12,748$1.1M0.0%GrowthLowAustin, TX2026-11-03
BCM Advisors, LLC
12,678$1.2M0.2%ETFLowLafayette, LA2026-11-03
Summa Corp.
12,555$1.1M0.2%Agg GrowthLowThe Woodlands, TX2026-10-30
International Assets Investment Management, LLC
12,227$1.1M0.1%CoreVery HighOrlando, FL2026-11-02
Gerber Kawasaki Wealth & Investment Management
12,153$1.1M0.0%ETFLowSanta Monica, CA2026-10-29
Meitav Investment House LTD
12,111$1.1M0.0%ETFMediumBene-Beraq, Luxembourg2026-10-28
Creative Financial Designs Inc
12,077$1.1M0.0%ETFMediumKokomo, IN2026-11-04
Catalyst Private Wealth, LLC
12,004$1.1M0.4%ETFVery LowSan Mateo, CA2026-10-13
Cosner Financial Group, LLC
11,986$1.1M0.6%ETFLowWindsor, CO2026-11-03
Banque Pictet & CIE SA
11,976$1.1M0.0%CoreMediumGeneva 73, Switzerland2026-10-16
Integras Partners LLC
11,963$1.1M0.6%CoreLowAlpharetta, GA2026-10-30
SeaCrest Wealth Management, LLC
11,665$1.0M0.1%GrowthLowPurchase, NY2026-10-21
Forza Wealth Management, LLC
11,615$1.0M0.3%CoreVery LowSarasota, FL2026-10-20
Moneywise, Inc.
11,501$1.0M1.0%ETFMediumForest, VA2026-10-30
D.A. Davidson & Co.
11,087$990.2K0.0%CoreLowGreat Falls, MT2026-10-28
Mission Wealth Management, LP
10,801$964.7K0.0%ETFLowSanta Barbara, CA2026-10-15
Financial Network Wealth Advisors LLC
10,756$960.6K0.9%ETFLowMurray, UT2026-10-28
LightSquare Wealth Management, LLC
10,756$960.6K0.6%ETFN/ABingham Farms, MI2026-11-03
Lifetime Wealth Management P.C.
10,652$951.3K0.6%YieldLowRockwall, TX2026-10-29
Veltria Advisors Corp.
10,515$939.1K1.1%ETFMediumMiami, FL2026-11-05
Union Bancaire Privee, UBP SA
10,457$935.4K0.0%GrowthMediumGeneva 1, Switzerland2026-11-04
Evolution Wealth Advisors, LLC
10,382$927.2K0.1%ETFLowAventura, FL2026-11-03
Horst & Graben Wealth Management LLC
10,244$914.9K0.1%ETFMediumPortland, OR2026-11-02
Paladin Partners, LLC
10,226$913.3K0.6%ETFVery LowHartland, WI2026-10-06
Lewis Asset Management, LLC
10,205$911.4K0.3%GrowthLowLafayette, CA2026-10-14
Facet Wealth, Inc.
10,165$907.8K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Mariner Investment Group LLC
10,161$907.5K0.2%ETFHighNew York, NY2026-11-04
Cypress Financial Planning LLC
10,068$899.2K0.2%ETFLowHaddon Heights, NJ2026-10-09
Primoris Wealth Advisors, LLC
10,033$896.0K0.4%GrowthMediumNorth Palm Beach, FL2026-10-28
Roman Butler Fullerton & Co
9,990$900.0K0.2%GrowthMediumSt Louis, MO2026-10-27
Sage Advisory Services, Ltd.Co.
9,973$891.0K0.5%ETFMediumAustin, TX2026-10-29
Verus Capital Partners, LLC
9,899$884.1K0.0%GrowthLowScottsdale, AZ2026-11-03
SteelPeak Wealth, LLC
9,758$871.5K0.0%GrowthHighWoodland Hills, CA2026-10-16
Benin Management Corp
9,555$853.4K0.2%CoreVery LowRedding, CT2026-10-22
MGO One Seven LLC
9,527$850.9K0.0%GrowthLowBeachwood, OH2026-10-28
Retirement Financial Solutions, LLC
9,501$848.6K0.2%ETFMediumKnoxville, TN2026-10-20
B. Riley Wealth Advisors, Inc.
9,304$830.9K0.0%GrowthLowMemphis, TN2026-10-13
Axxcess Wealth Management, LLC
9,255$826.6K0.0%CoreLowCarlsbad, CA2026-10-21
Addis & Hill, Inc
9,078$858.5K0.5%ETFVery LowWayne, PA2026-10-19
Paragon Private Wealth Management, LLC
8,950$799.3K0.2%GrowthLowLexington, KY2026-10-20
Rockingstone Advisors LLC
8,935$798.0K0.3%GrowthLowGreat Barrington, MA2026-10-16
TCP Asset Management, LLC
8,836$786.8K0.1%ETFLowUpper Arlington, OH2026-10-14
Gibbs Wealth Management
8,830$788.6K0.1%CoreLowAlpharetta, GA2026-10-22
Bayshore Capital Advisors, LLC
8,685$775.7K0.4%YieldMediumTampa, FL2026-11-02
SBI Securities Co., Ltd.
8,669$774.2K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
XY Planning Network, Inc.
8,601$768.2K0.1%ETFLowBozeman, MT2026-10-14
Shepherd Financial Partners LLC
8,569$765.3K0.1%ETFLowWinchester, MA2026-11-03
Apella Capital, LLC
8,554$762.2K0.0%ETFVery LowWest Hartford, CT2026-10-08
Legacy Private Trust Co.
8,493$758.5K0.0%ETFLowNeenah, WI2026-10-06
Robertson Stephens Wealth Management, LLC
8,429$752.8K0.0%ETFMediumSan Francisco, CA2026-10-16
MassMutual Private Wealth & Trust, FSB
8,234$735.4K0.0%CoreLowSpringfield, MA2026-10-05
StoneX Group Inc.
8,131$733.3K0.0%ETFMediumNew York, NY2026-11-03
Fiduciary Alliance LLC
8,097$723.1K0.1%CoreMediumGreenville, SC2026-10-13
CoreCap Advisors, LLC
8,040$718.1K0.0%ETFMediumSouthfield, MI2026-10-08
Ascentis Independent Advisors
8,025$717.2K0.0%ETFLowDallas, TX2026-11-03
Texas Bank & Trust Co
8,017$716.0K0.2%CoreLowLongview, TX2026-11-04
First Heartland Consultants, Inc.
8,015$715.8K0.0%ETFMediumLake St. Louis, MO2026-10-08
Core Wealth Partners LLC
7,858$701.8K0.3%GrowthLowSanta Rosa, CA2026-11-02
Elwood & Goetz Wealth Advisory Group, LLC
7,641$682.4K0.1%ETFLowAthens, GA2026-10-28
Narus Financial Partners, LLC
7,528$672.3K0.2%ValueLowSalt Lake City, UT2026-10-19
Dedeker Financial LLC
7,374$658.7K0.4%MomentumMediumSt. Louis Park, MN2026-10-23
Caliber Wealth Management, LLC / KS
7,368$658.0K0.1%ETFLowOverland Park, KS2026-11-04
Provenance Wealth Advisors, LLC
7,325$654.2K0.0%ETFLowFort Lauderdale, FL2026-10-30
Beverly Hills Private Wealth, LLC
7,265$648.8K0.1%ValueMediumBeverly Hills, CA2026-11-04
Hamilton Capital, LLC
7,223$645.1K0.0%ETFVery LowColumbus, OH2026-10-08
Detalus Advisors, LLC
7,181$641.3K0.1%ETFLowSt. Louis, MO2026-10-15
Connecticut Wealth Management, LLC
7,164$639.8K0.0%ETFLowFarmington, CT2026-10-13
Obermeyer Wealth Partners
7,145$638.1K0.0%GrowthLowAspen, CO2026-10-21
Bedminster, LLC
7,095$633.7K0.5%ETFMediumBluffton, SC2026-11-04
Andina Capital Management, LLC
6,974$622.8K0.9%ETFMediumLogan, UT2026-10-21
Surience Private Wealth LLC
6,841$611.0K0.6%ETFVery HighYakima, WA2026-10-16
Woodward Diversified Capital, LLC
6,841$611.0K0.2%CoreLowBakersfield, CA2026-10-21
Norden Group LLC
6,813$608.4K0.0%GrowthMediumProvo, UT2026-10-20
Centerline Wealth Advisors, LLC
6,801$607.4K0.2%ETFHighLouisville, KY2026-10-15
Brickley Wealth Management
6,698$598.2K0.1%ETFVery LowSan Mateo, CA2026-11-04
Wolverine Asset Management LLC
6,692$597.7K0.0%Deep ValueVery HighChicago, IL2026-11-02
Quadcap Wealth Management, LLC
6,620$591.2K0.1%ETFLowFrisco, TX2026-11-02
Promethium Advisors,llc
6,615$590.8K0.3%CoreLowBethesda, MD2026-10-19
City Center Advisors, LLC
6,595$589.0K0.5%ETFMediumTroy, MI2026-10-08
Cambridge Advisors Inc.
6,571$586.9K0.1%ETFVery LowOmaha, NE2026-10-19
Independence Financial Advisors, LLC
6,551$585.1K0.1%ETFMediumFranklin, NH2026-10-08
Patten & Patten Inc
6,522$582.5K0.0%CoreLowChattanooga, TN2026-10-26
Bryn Mawr Trust Advisors, LLC
6,514$581.8K0.0%CoreLowPhiladelphia, PA2026-11-04
Seelaus Asset Management LLC
6,415$572.9K0.4%GrowthMediumChatham, NJ2026-10-14
American Institute for Advanced Investment Management, LLP
6,275$560.4K0.3%ETFLowScottsdale, AZ2026-11-03
Archer Investment Corp
6,274$560.3K0.1%CoreMediumCarmel, IN2026-11-05
WealthSpring Partners, LLC
6,260$559.0K0.6%ETFLowLong Beach, CA2026-10-14
Goelzer Investment Management, Inc.
6,140$548.3K0.0%GrowthLowCarmel, IN2026-10-16
Three Seasons Wealth, LLC
6,139$548.3K0.0%GrowthMediumSalt Lake City, UT2026-11-03
Ballast Rock Private Wealth LLC
6,095$544.3K0.3%ETFMediumCharleston, SC2026-10-26
Mccarter Private Wealth Services LLC
6,033$538.8K0.2%CoreLowBoston, MA2026-10-22
Moulton Wealth Management, Inc
5,987$534.6K0.4%ETFVery HighSpokane, WA2026-10-13
Amarillo National Bank
5,957$532.0K0.1%ETFVery LowAmarillo, TX2026-10-23
Arwa LLC
5,843$523.2K0.2%ETFMediumFort Worth, TX2026-10-21
Montecito Bank & Trust
5,832$520.9K0.1%GrowthVery LowSanta Barbara, CA2026-10-01
Claro Advisors Inc.
5,825$520.2K0.1%CoreLowBoston, MA2026-11-02
Lockerman Financial Group, Inc.
5,776$515.9K0.7%ETFMediumNewport Beach, CA2026-10-19
E&G Advisors, LLC
5,762$514.6K0.1%ETFVery LowHouston, TX2026-10-13
Beacon Financial Group
5,666$506.0K0.0%ETFMediumDallas, TX2026-10-19
Signal Advisors Wealth, LLC
5,578$498.2K0.0%ETFLowDetroit, MI2026-10-13
Belvedere Trading LLC
5,571$497.5K0.0%Agg GrowthVery HighChicago, IL2026-11-05
Realta Investment Advisors
5,509$492.0K0.1%GrowthMediumWilmington, DE2026-10-14
Sapient Capital LLC
5,501$491.3K0.0%GrowthMediumIndianapolis, IN2026-10-08
Endowment Wealth Management, Inc.
5,274$471.0K0.2%ETFMediumAppleton, WI2026-11-03
Founders Financial Securities LLC
5,189$463.4K0.0%ETFMediumTowson, MD2026-10-28
Cresta Advisors, Ltd.
5,140$459.1K0.2%ETFVery LowLaredo, TX2026-10-14
Joel Adams & Associates, Inc.
5,120$457.3K0.3%ETFLowAsheville, NC2026-11-02
Retirement Planning Group, LLC
5,090$454.6K0.0%ETFVery LowLeawood, KS2026-10-19
Associated Banc-Corp
5,055$451.5K0.0%CoreLowGreen Bay, WI2026-10-30
Cyndeo Wealth Partners, LLC
5,004$446.9K0.0%CoreMediumSt. Petersburg, FL2026-10-16
KG Capital Management
4,996$446.2K0.3%CoreLowSt. Francisville, LA2026-10-15
Fulton Breakefield Broenniman LLC
4,956$442.6K0.0%GrowthLowBethesda, MD2026-11-03
VestGen Advisors, LLC
4,841$432.4K0.0%GrowthMediumChicago, IL2026-10-27
Trek Financial, LLC
4,832$431.5K0.0%ETFHighScottsdale, AZ2026-10-29
Narwhal Capital Management
4,776$426.5K0.0%CoreLowMarietta, GA2026-11-04
Cambiar Investors LLC
4,740$423.3K0.0%ValueMediumDenver, CO2026-11-04
DKM Wealth Management, Inc.
4,702$419.9K0.3%YieldVery LowStockton, CA2026-10-09
Capital Investment Advisors, LLC
4,684$418.3K0.0%CoreLowAtlanta, GA2026-10-22
Avidian Wealth Enterprises, LLC
4,626$413.2K0.0%ETFLowHouston, TX2026-10-08
Maia Wealth LLC
4,535$405.0K0.1%ETFMediumDenver, CO2026-10-19
Jessup Wealth Management, Inc
4,524$404.1K0.1%GrowthMediumDayton, OH2026-10-20
Prosperity Financial Group, Inc.
4,446$397.1K0.1%GrowthMediumSan Ramon, CA2026-10-29
BridgePort Financial Solutions, LLC
4,445$397.0K0.1%ETFLowFairfield, IA2026-11-02
Investment Planning Advisors, Inc.
4,421$394.8K0.1%ETFMediumCumming, GA2026-10-14
Legacy Wealth Partners, LLC
4,405$393.5K0.1%ETFHighLakewood, CO2026-10-15
Hudock, Inc.
4,395$392.5K0.0%ETFLowWilliamsport, PA2026-10-14
CWC Advisors, Llc.
4,372$390.5K0.2%GARPLowLake Oswego, OR2026-10-15
Net Worth Advisory Group
4,308$384.7K0.1%GARPMediumSandy, UT2026-10-20
Tran Capital Management, L.P.
4,230$377.8K0.0%MomentumMediumSan Rafael, CA2026-10-19
Financial Management Network Inc
4,187$372.8K0.1%ETFLowMission Viejo, CA2026-10-09
Indivisible Partners
4,082$364.6K0.0%GrowthMediumClearwater, FL2026-10-26
Stanley-Laman Group, Ltd.
4,009$358.1K0.0%GrowthMediumBerwyn, PA2026-10-20
Regions Financial Corp
3,968$354.4K0.0%CoreLowBirmingham, AL2026-11-05
KPP Advisory Services LLC
3,968$354.4K0.1%GrowthMediumLouisville, KY2026-10-26
McAdam, LLC
3,936$351.5K0.0%ETFLowPhiladelphia, PA2026-10-21
Pacific Excel Wealth Advisors, Inc.
3,924$350.5K0.4%ETFHighWalnut Creek, CA2026-10-27
IMG Wealth Management, Inc.
3,915$349.6K0.2%ETFMediumJacksonville, FL2026-10-27
Financial & Tax Architects, LLC
3,911$349.3K0.1%CoreHighSt Louis, MO2026-10-15
OpenArc Corporate Advisory, LLC
3,858$344.6K0.0%GrowthLowAtlanta, GA2026-10-21
Centennial Advisors, LLC
3,839$342.9K0.4%ETFHighAustin, TX2026-10-21
HB Wealth Management, LLC
3,781$337.7K0.0%IndexVery LowAtlanta, GA2026-10-23
Silverlake Wealth Management LLC
3,771$336.8K0.1%ETFLowWilliston, VT2026-10-21
Verdence Capital Advisors LLC
3,736$333.7K0.0%CoreMediumHunt Valley, MD2026-10-26
Nottingham Advisors, Inc.
3,723$332.5K0.0%ETFLowAmherst, NY2026-10-29
Lunt Capital Management, Inc.
3,717$332.0K0.1%ETFLowHolladay, UT2026-10-30
Brighton Jones LLC
3,700$330.4K0.0%CoreVery LowSeattle, WA2026-11-03
Stackstone Wealth, LLC
3,695$330.0K0.0%CoreN/ADubuque, IA2026-10-19
Gaddis Premier Wealth Advisors LLC
3,671$327.9K0.2%ETFMediumDurant, OK2026-10-29
Kingswood Wealth Advisors, LLC
3,644$325.4K0.0%GrowthLowSan Diego, CA2026-10-23
Elevated Financial Group LLC
3,634$324.6K0.1%ETFMediumIndianapolis, IN2026-10-16
NBT Bank, N.A.
3,627$323.9K0.0%CoreLowNorwich, NY2026-10-21
Acorn Wealth Advisors, LLC
3,574$319.2K0.1%ETFLowGrand Blanc, MI2026-10-19
Parallel Advisors, LLC
3,566$318.5K0.0%IndexLowSan Francisco, CA2026-11-03
Avantra Family Wealth, Inc.
3,544$316.5K0.2%CoreMediumMechanicsburg, PA2026-10-20
Viewpoint Investment Partners Corp
3,522$314.6K0.1%ValueMediumCalgary, Abu Dhabi2026-10-26
RDA Financial Network
3,518$314.2K0.1%GrowthMediumAkron, IA2026-10-15
Ignite Planners, LLC
3,488$311.5K0.0%CoreLowSan Clemente, CA2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
3,455$308.6K0.0%GrowthVery LowSeattle, WA2026-10-27
FC Advisory LLC
3,406$304.2K0.1%ETFVery LowWest Chester, PA2026-10-05
Hohimer Wealth Management, LLC
3,399$303.6K0.0%CoreHighSeattle, WA2026-11-04
Hudson Capital Management LLC
3,398$303.5K0.1%ValueLowRamsey, NJ2026-10-20
Yoder Wealth Management, Inc.
3,394$304.7K0.1%ETFLowWalnut Creek, CA2026-10-13
Tactive Advisors, LLC
3,386$302.4K0.1%ETFHighJacksonville, FL2026-10-08
Ridgecrest Wealth Partners, LLC
3,350$299.2K0.1%GrowthLowMill Valley, CA2026-10-19
Sound Income Strategies, LLC
3,317$296.7K0.0%YieldMediumFt Lauderdale, FL2026-10-09
Oregon Pacific Wealth Management, LLC
3,251$290.3K0.3%ETFMediumMedford, OR2026-10-20
R. W. Roge & Company, Inc.
3,217$287.0K0.8%ETFVery LowBohemia, NY2026-11-04
Stirlingshire Investments, Inc.
3,204$286.2K0.2%ETFMediumNew York, NY2026-11-05
Town Capital LLC
3,168$282.9K0.2%ETFHighBel Air, MD2026-11-03
Spirit of America Management Corp
3,152$281.9K0.1%GARPLowSyosset, NY2026-10-14
Strategy Asset Managers LLC
3,138$280.3K0.0%CoreLowPasadena, CA2026-10-14
Founders Grove Wealth Partners, LLC
3,083$275.3K0.1%ETFLowRichmond, VA2026-10-16
Traphagen Investment Advisors LLC
3,052$272.6K0.0%ETFLowOradell, NJ2026-10-14
Keeler Thomas Management LLC
3,043$271.8K0.1%CoreHighOrem, UT2026-10-29
Shayne & Jacobs, LLC
3,040$271.5K0.1%ValueVery LowNashville, TN2026-10-21
Triumph Capital Management
3,037$271.2K0.0%ETFMediumDenver, CO2026-10-14
Accelerate Investment Advisors LLC
3,004$268.3K0.2%ETFLowAliso Viejo, CA2026-11-02
Compass Ion Advisors, LLC
2,948$263.3K0.0%ETFVery LowConshohocken, PA2026-10-23
Burke & Herbert Bank & Trust Co
2,927$261.4K0.1%CoreVery LowAlexandria, VA2026-11-02
Nolet Wealth Management, LLC
2,921$260.9K0.1%ETFMediumFort Worth, TX2026-10-15
Tcfg Investment Advisors, LLC
2,918$260.6K0.1%GrowthMediumLaguna Niguel, CA2026-10-20
Northwest Financial Advisors
2,900$259.0K0.0%ETFLowHerndon, VA2026-10-27
Ridgewood Investments LLC
2,862$255.6K0.1%ValueMediumSpringfield, NJ2026-10-05
Pinnacle Bancorp, Inc.
2,778$248.1K0.1%CoreVery LowBeatrice, NE2026-10-21
Transce3nd, LLC
2,773$250.2K0.2%GrowthLowBuda, TX2026-10-26
M.E. Allison & Co., Inc.
2,764$246.9K0.1%CoreLowSan Antonio, TX2026-10-09
Rede Wealth, LLC
2,759$246.4K0.1%ValueMediumCharlottesville, VA2026-10-22
Advisory Solutions Group, LLC
2,743$245.0K0.1%ETFN/APlymouth, MN2026-10-14
Carrera Capital Advisors
2,713$242.3K0.0%ETFMediumTroy, MI2026-11-03
Aurora Private Wealth, Inc.
2,680$2390.0%ETFLowRockaway, NJ2026-10-20
Patten Group, Inc.
2,678$239.2K0.0%CoreLowChattanooga, TN2026-10-26
Glenview Trust Co
2,665$238.0K0.0%GrowthVery LowLouisville, KY2026-10-28
Cypress Wealth Services, LLC
2,662$237.3K0.0%ETFLowPalm Desert, CA2026-10-21
Piscataqua Savings Bank
2,656$237.2K0.2%CoreVery LowPortsmouth, NH2026-10-21
Bluedoor Private Wealth, LLC
2,642$236.0K0.1%CoreLowBeverly, MA2026-11-05
Forbes J M & Co LLP
2,637$235.5K0.0%GrowthVery LowBoston, MA2026-10-16
Sun Group Wealth Partners
2,618$233.8K0.1%GrowthLowIrvine, CA2026-10-26
Vicus Capital
2,608$232.9K0.0%ETFMediumState College, PA2026-11-05
TopTier Wealth Management, LLC
2,573$229.8K0.1%ETFVery LowMuskego, WI2026-10-16
Essex Bank
2,521$225.1K0.0%CoreLowEssex, CT2026-10-16
Sanchez Gaunt Capital Management, LLC
2,513$224.4K0.1%ETFN/AReno, NV2026-11-03
KFA Private Wealth Group, LLC
2,512$224.4K0.1%ETFLowTysons, VA2026-10-07
LFG Wealth Partners, LLC
2,509$224.1K0.1%CoreMediumElizabethtown, KY2026-10-28
Breakwater Capital Group
2,507$223.9K0.0%ETFLowParamus, NJ2026-10-09
Capital Square, LLC
2,507$223.9K0.1%YieldMediumAthens, TN2026-10-19
SigFig Wealth Management, LLC
2,502$223.5K0.0%ETFLowSan Francisco, CA2026-10-07
Journey Beyond Wealth, LLC
2,487$222.1K0.2%ETFLowRoswell, GA2026-11-04
First National Trust Co
2,464$220.1K0.0%GrowthLowJohnstown, PA2026-10-28
Portfolio Resources Advisor Group, Inc.
2,457$219.4K0.2%ETFMediumCoral Gables, FL2026-10-20
Hobart Private Capital, LLC
2,426$216.7K0.0%ETFMediumCharlotte, NC2026-10-19
Welch & Forbes LLC
2,416$215.8K0.0%CoreVery LowBoston, MA2026-11-04
First Affirmative Financial Network
2,408$215.1K0.0%CoreN/AColorado Springs, CO2026-10-21
Wetzel Investment Advisors, Inc.
2,371$211.8K0.1%ETFLowIndianapolis, IN2026-10-13
Intergy Private Wealth, LLC
2,370$211.7K0.0%ETFVery LowColorado Springs, CO2026-10-16
Asset One Wealth Management LLC
2,355$210.3K0.0%GrowthLowBellevue, WA2026-11-02
Busey Bank
2,322$207.4K0.0%GrowthVery LowUrbana, IL2026-10-26
Chapman Financial Group, LLC
2,320$207.2K0.1%CoreVery LowHonolulu, HI2026-10-26
Bigelow Investment Advisors, LLC
2,318$207.0K0.1%ETFLowPortland, ME2026-10-13
BankPlus Wealth Management LLC
2,283$203.9K0.1%ETFLowJackson, MS2026-10-13
4J Wealth Management LLC
2,274$203.0K0.1%ETFMediumMclean, VA2026-11-02
XXI Wealth, LLC
2,255$201.4K0.1%GrowthLowChicago, IL2026-10-22
Palisade Asset Management, LLC
2,250$200.9K0.0%CoreVery LowMinneapolis, MN2026-11-03
Highline Wealth Partners LLC
2,227$198.9K0.0%ETFMediumSherman Oaks, CA2026-10-19
Ashton Thomas Securities, LLC
2,149$186.9K0.0%ETFMediumRochester, NY2026-10-26
Evolution Wealth Management Inc.
1,946$173.8K0.1%ETFMediumFort Myers, FL2026-10-28
J.Safra Asset Management Corp
1,774$158.4K0.0%ETFLowNew York, NY2026-11-03
Westside Investment Management, Inc.
1,630$145.6K0.0%GrowthLowSanta Monica, CA2026-11-02
Wilmington Savings Fund Society, FSB
1,444$129.0K0.0%CoreLowWilmington, DE2026-10-23
Duncker Streett & Co Inc
1,437$128.3K0.0%GrowthLowSt. Louis, MO2026-10-27
Noble Wealth Management PBC
1,427$127.4K0.1%YieldMediumGreenwood Village, CO2026-10-01
Center for Financial Planning, Inc.
1,390$124.1K0.0%ETFLowSouthfied, MI2026-10-26
Owl Creek Wealth Partners LLC
1,374$122.7K0.0%IndexLowGreenwood Village, CO2026-10-20
Root Financial Partners, LLC
1,367$122.1K0.0%ETFMediumEncinitas, CA2026-10-21
Golden State Wealth Management, LLC
1,354$121.0K0.0%ETFMediumSanta Ana, CA2026-11-02
Jcic Asset Management Inc.
1,250$111.6K0.0%GrowthMediumToronto, Australia2026-10-30
Mechanics Financial Corp
1,220$109.0K0.0%CoreVery LowMansfield, OH2026-11-05
Harbor Investment Advisory, LLC
1,211$108.2K0.0%GrowthLowLutherville, MD2026-10-13
Cherry Tree Wealth Management, LLC
1,196$106.8K0.0%ETFVery LowMinnetonka, MN2026-10-15
Ascentis Wealth Management, LLC
1,144$102.2K0.0%Agg GrowthLowDallas, TX2026-11-03
Finley Financial, LLC
1,050$93.8K0.0%ETFVery LowLas Vegas, NV2026-10-28
Kingdom Financial Group Llc.
965$86.2K0.0%ETFMediumPeoria, AZ2026-11-04
Signature Equity Partners, LLC
964$86.1K0.0%GrowthMediumColumbus, OH2026-10-29
Nvwm, LLC
958$85.6K0.0%GrowthMediumYardley, PA2026-10-14
Bfsg, LLC
925$82.6K0.0%CoreLowIrvine, CA2026-10-30
Capital Investment Counsel, Inc
895$80.0K0.0%GrowthVery LowRaleigh, NC2026-10-20
Lloyd Advisory Services, Llc.
859$76.8K0.0%ETFVery HighSuwanee, GA2026-11-02
Pinnacle Wealth Planning Services, Inc.
827$73.9K0.0%GARPLowMansfield, OH2026-10-27
Cordgrass Capital Advisors, LLC
822$73.4K0.0%CoreLowRaleigh, NC2026-10-30
Pflug Koory, LLC
761$68.0K0.0%CoreVery LowOmaha, NE2026-10-26
BankChampaign, National Association
758$67.7K0.1%GrowthMediumChampaign, IL2026-10-19
Covestor Ltd
593$530.0%ValueHighLondon, United Kingdom2026-10-30
PFS Partners, LLC
567$50.6K0.0%ETFVery LowMine Hill, NJ2026-10-21
GK Wealth Management LLC
546$48.8K0.0%GARPVery HighReno, NV2026-10-09
Powell Investment Advisors, LLC
524$46.8K0.0%ETFVery LowMiami, FL2026-10-22
Richards, Merrill & Peterson, Inc.
499$44.6K0.0%GrowthLowSpokane, WA2026-10-19
CX Institutional
469$420.0%CoreMediumAuburn, IN2026-10-02
Barrett & Company, Inc.
460$41.1K0.0%ETFLowProvidence, RI2026-10-22
Tompkins Financial Corp
458$40.9K0.0%CoreLowIthaca, NY2026-10-05
Bokf, NA
410$36.6K0.0%CoreLowTulsa, OK2026-10-27
Fairscale Capital, LLC
409$37.5K0.0%GrowthVery LowNashua, NH2026-11-04
Y.D. More Investments Ltd
400$35.7K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Farmers & Merchants Investments Inc
400$35.7K0.0%CoreVery LowLincoln, NE2026-10-22
Compass Financial Management LLC
367$32.8K0.0%CoreN/ATampa, FL2026-10-30
West Branch Capital LLC
343$30.6K0.0%GrowthVery LowAmherst, MA2026-10-20
Pension & Wealth Management Advisors, Inc.
325$29.0K0.0%ETFLowWaltham, MA2026-10-16
Pioneer Family Office, LLC
321$28.7K0.0%ETFMediumNorth Miami Beach, FL2026-10-30
Indiana Trust & Investment Management Co
318$28.4K0.0%GrowthLowMishawaka, IN2026-10-22
Asset Dedication, LLC
297$26.5K0.0%ETFLowSan Francisco, CA2026-11-03
Cape Investment Advisory, Inc.
296$26.4K0.0%ETFLowMcdonough, GA2026-10-13
Coastline Trust Co
265$23.7K0.0%GrowthVery LowProvidence, RI2026-10-01
Elevated Capital Advisors, LLC
235$21.0K0.0%ETFMediumSandy, UT2026-11-04
Mosley Wealth Management
225$20.3K0.0%ETFHighAnaheim, CA2026-10-16
Versant Capital Management, Inc
223$19.9K0.0%GARPLowPhoenix, AZ2026-10-02
Strengthening Families & Communities, LLC
218$19.5K0.0%CoreMediumBoston, MA2026-10-21
Register Financial Advisors LLC
197$17.6K0.0%GARPLowAtlanta, GA2026-10-23
Tsfg, LLC
197$180.0%ETFLowLake Forest, IL2026-10-23
Lodestone Wealth Management LLC
186$16.6K0.0%CoreLowSpokane, WA2026-10-14
Hurley Capital, LLC
182$16.3K0.0%GARPMediumNew York, NY2026-11-05
Princeton Global Asset Management LLC
173$15.4K0.0%GrowthLowPrinceton, NJ2026-10-21
Bangor Savings Bank
172$15.4K0.0%ETFLowBangor, ME2026-10-06
Murphy & Mullick Capital Management Corp
169$15.1K0.0%GrowthLowSmithtown, NY2026-11-02
Hickory Point Bank & Trust
161$14.4K0.0%CoreVery LowDecatur, IL2026-10-01
Birch Financial Group, LLC
152$13.6K0.0%CoreLowKeene, NH2026-10-27
Glass Jacobson Investment Advisors llc
134$12.0K0.0%ETFLowOwings Mills, MD2026-10-26
Avion Wealth
131$110.0%ETFLowThe Woodlands, TX2026-11-04
SJS Investment Consulting Inc.
128$11.4K0.0%ETFVery LowSylvania, OH2026-10-26
Plante Moran Financial Advisors, LLC
124$11.1K0.0%ETFVery LowSouthfield, MI2026-11-04
Richardson Capital Management LLC
122$10.9K0.0%ETFLowMenomonee Falls, WI2026-10-23
Gamma Investing LLC
117$10.4K0.0%IndexVery LowFoster City, CA2026-10-08
Physician Wealth Advisors, Inc.
115$10.3K0.0%ETFMediumMidvale, UT2026-10-20
Signaturefd, LLC
108$9.6K0.0%IndexLowAtlanta, GA2026-10-23
Silver Grove Financial Group, Inc.
104$9.3K0.0%CoreMediumOrchard Park, NY2026-11-05
Pacifica Partners Inc.
100$8.9K0.0%CoreLowSurrey, South Africa2026-10-09
Townsend Asset Management Corp
91$8.1K0.0%CoreLowRaleigh, NC2026-10-29
Richardson Financial Services Inc.
89$7.9K0.0%GrowthMediumMedway, MA2026-10-30
Chilton Capital Management LLC
86$7.7K0.0%GrowthMediumHouston, TX2026-10-28
EPG Wealth Management LLC
85$7.6K0.0%GrowthLowAtlanta, GA2026-11-03
Parkside Financial Bank & Trust
79$7.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Olistico Wealth, LLC
77$6.9K0.0%GrowthVery LowTulsa, OK2026-10-05
Networth Advisors, LLC
76$6.8K0.0%ETFMediumCanonsburg, PA2026-11-03
Costello Asset Management, Inc
76$6.8K0.0%CoreLowFeasterville, PA2026-10-30
Brown, Lisle Ings, Inc.
72$6.4K0.0%CoreVery LowProvidence, RI2026-10-16
Trust Co
71$6.3K0.0%ETFVery LowManhattan, KS2026-10-09
Sima Wealth Partners, LLC
66$5.9K0.0%ETFVery LowRichmond, VA2026-10-19
Next Level Wealth Planning, LLC
66$5.9K0.0%ETFVery LowMeridian, ID2026-10-29
Balentine LLC
65$5.8K0.0%ETFLowAtlanta, GA2026-11-03
Axiom Investment Management LLC
65$5.8K0.0%CoreN/ANew York, NY2026-11-03
DecisionPoint Financial, LLC
63$5.6K0.0%ETFVery LowMesa, AZ2026-10-27
Edgemoor Investment Advisors, Inc.
61$5.4K0.0%CoreVery LowBethesda, MD2026-11-03
First Bancorp, Inc
61$5.4K0.0%ValueVery LowDamariscotta, ME2026-10-26
Birchwood Financial Partners, Inc.
57$5.1K0.0%ETFVery LowBloomington, MN2026-11-02
Rosenberg Matthew Hamilton
56$5.0K0.0%ETFVery LowGrand Junction, CO2026-10-05
Hilton Head Capital Partners, LLC
55$4.9K0.0%CoreMediumHilton Head Island, SC2026-10-23
Reicon Wealth Advisors, LLC
43$3.8K0.0%ETFLowAtlanta, GA2026-11-04
Godsey & Gibb, Inc
42$3.8K0.0%CoreLowRichmond, VA2026-10-14
Investors Research Corp
41$3.7K0.0%ETFLowAtlanta, GA2026-10-07
Towne Trust Company, N.a
41$3.7K0.0%CoreLowNewport News, VA2026-10-28
JFS Wealth Advisors, LLC
37$3.3K0.0%ETFVery LowHermitage, PA2026-11-03
Cassaday & Co Wealth Management LLC
21$1.9K0.0%ETFVery LowMclean, VA2026-10-27
Eukles Asset Management
20$1.8K0.0%CoreLowCincinnati, OH2026-11-04
Team Financial Group, LLC
16$1.4K0.0%ETFLowTemecula, CA2026-10-30
Signature Resources Capital Management, LLC
15$1.3K0.0%ETFLowNewport Beach, CA2026-10-16
Latitude Advisors, LLC
14$1.2K0.0%ETFLowYorkville, IL2026-10-27
Rakuten Securities, Inc.
13$1.2K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Nvest Wealth Strategies, Inc.
13$1.2K0.0%ETFVery LowPowell, OH2026-10-14
Nfsg Corp
12$1.1K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
First Pacific Financial
10$9210.0%ETFLowVancouver, WA2026-10-14
Main Street Group, LTD
6$5350.0%ETFMediumGlen Allen, VA2026-10-28
Birchbrook, Inc.
5$4470.0%ETFLowBangor, ME2026-10-14
Quest 10 Wealth Builders, Inc.
5$4630.0%ETFLowFuquay-Varina, VA2026-11-02
Dhjj Financial Advisors, Ltd.
3$2680.0%ETFVery LowNaperville, IL2026-10-23
POM Investment Strategies, LLC
2$1790.0%ETFVery HighRaleigh, NC2026-10-20
Horizon Financial Services, LLC
0$00.0%ETFLowWinston Salem, NC2026-11-04