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Ishares 1-3 Year Treasury BO (SHY)

CUSIP: 464287457 | NYSE | 3145 institutional holders

Quarters

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

Bank of New York Mellon Corp5,567,427
0.1% of portfolio›$452.1M
Assetmark, Inc5,547,328
0.8% of portfolio›$450.4M
LPL Financial LLC5,213,158
0.1% of portfolio›$423.3M
Rpoa Advisors, Inc.3,717,842
9.0% of portfolio›$301.9M
PNC Financial Services Group, Inc.2,781,253
0.1% of portfolio›$225.8M
Truist Financial Corp2,699,340
0.3% of portfolio›$219.2M
AIA Group Ltd1,520,324
1.5% of portfolio›$123.5M
Edge Wealth Management LLC1,518,562
18.5% of portfolio›$123.3M
Citigroup Inc1,255,835
0.0% of portfolio›$102.0M
TFC Financial Management, Inc.1,152,563
10.5% of portfolio›$93.6M
Americana Partners, LLC1,048,179
1.8% of portfolio›$85.1M
Lido Advisors, LLC953,234
0.2% of portfolio›$77.4M
Wealth Enhancement Advisory Services, LLC935,238
0.1% of portfolio›$70.6M
CWA Asset Management Group, LLC891,943
2.1% of portfolio›$72.4M
TD Private Client Wealth LLC803,505
1.2% of portfolio›$65.2M
Beacon Investment Advisory Services, Inc.777,479
2.4% of portfolio›$63.1M
Atwood & Palmer Inc766,834
3.2% of portfolio›$62.3M
Fisher Asset Management, LLC723,453
0.0% of portfolio›$58.7M
Transmarket Holdings LP701,232
31.8% of portfolio›$56.9M
US Bancorp \de\686,599
0.1% of portfolio›$55.8M
GenTrust, LLC685,447
2.1% of portfolio›$55.7M
Evergreen Capital Management LLC661,538
1.0% of portfolio›$53.7M
New Harbor Financial Group, LLC575,960
7.0% of portfolio›$46.8M
Fifth Third Bancorp544,445
0.1% of portfolio›$44.2M
Farther Finance Advisors, LLC513,367
0.3% of portfolio›$41.7M
Keybank National Association477,559
0.1% of portfolio›$38.8M
Cambridge Investment Research Advisors, Inc.412,000
0.0% of portfolio›$33.5K
Anchor Capital Advisors LLC397,157
1.0% of portfolio›$32.2M
Ballast, Inc.381,412
5.8% of portfolio›$31.0M
Barclays PLC348,683
0.0% of portfolio›$28.3M
Mesirow Financial Investment Management, Inc.346,678
0.4% of portfolio›$28.1M
Sigma Planning Corp335,881
0.7% of portfolio›$27.3M
Financial Consulate, Inc333,525
3.0% of portfolio›$27.1M
Nixon Peabody Trust Co317,516
1.7% of portfolio›$25.8M
Kestra Advisory Services, LLC310,015
0.1% of portfolio›$25.2M
CVS Health Corp300,000
5.7% of portfolio›$24.4M
Barry Investment Advisors, LLC298,068
4.6% of portfolio›$24.2M
Dynamic Advisor Solutions LLC286,510
0.7% of portfolio›$23.3M
Global Trust Asset Management, LLC280,654
7.1% of portfolio›$22.8M
Amundi267,600
0.0% of portfolio›$21.7M
Ascent Group, LLC254,460
0.6% of portfolio›$20.7M
Aspect Partners, LLC245,690
7.5% of portfolio›$20.0M
Elevate Capital Advisors, LLC231,557
10.8% of portfolio›$18.8M
Procyon Advisors, LLC229,178
0.8% of portfolio›$18.6M
Ridgepath Capital Management LLC227,386
10.1% of portfolio›$18.5M
Creative Planning225,963
0.0% of portfolio›$18.3M
Portfolio Design Labs, LLC223,442
2.9% of portfolio›$18.1M
Commonwealth Equity Services, LLC221,353
0.0% of portfolio›$18.0M
DT Investment Partners, LLC221,323
1.3% of portfolio›$18.0M
Mader & Shannon Wealth Management, Inc.217,817
7.3% of portfolio›$17.7M
Vigilare Wealth Management214,563
5.3% of portfolio›$17.4M
Clear Wave Wealth Management LLC202,512
2.9% of portfolio›$16.4M
Montag A & Associates Inc200,950
0.7% of portfolio›$16.3M
Insight 2811, Inc.199,120
6.4% of portfolio›$16.2M
Camden National Bank197,289
2.1% of portfolio›$16.0M
Park Avenue Securities LLC189,271
0.0% of portfolio›$15.4K
IFP Advisors, Inc183,969
0.3% of portfolio›$14.9M
Salomon & Ludwin, LLC183,424
1.2% of portfolio›$14.9M
Allspring Global Investments Holdings, LLC182,474
0.0% of portfolio›$14.8M
Ifrah Financial Services, Inc.178,449
3.7% of portfolio›$14.5M
D.A. Davidson & Co.176,560
0.1% of portfolio›$14.3M
Innova Wealth Partners176,056
5.6% of portfolio›$14.3M
Ashton Thomas Private Wealth, LLC175,023
0.3% of portfolio›$14.2M
Syntax Research, Inc.167,869
9.8% of portfolio›$13.6M
AdvisorNet Financial, Inc160,942
0.6% of portfolio›$13.1M
Spectrum Strategic Capital Management, LLC157,146
6.3% of portfolio›$12.8M
Apella Capital, LLC152,694
0.2% of portfolio›$12.4M
McKinley Carter Wealth Services, Inc.150,751
0.6% of portfolio›$12.2M
MBA Advisors LLC148,878
4.0% of portfolio›$12.1M
Clearstead Advisors, LLC146,567
0.1% of portfolio›$11.9M
Premier Path Wealth Partners, LLC143,819
1.4% of portfolio›$11.7M
Roof Eidam Maycock Peralta, LLC143,242
2.2% of portfolio›$11.6M
Leuthold Group, LLC142,902
1.1% of portfolio›$11.6M
Brookstone Capital Management139,437
0.1% of portfolio›$11.3M
Shira Ridge Wealth Management138,690
3.9% of portfolio›$11.3M
Capital Investment Services of America, Inc.138,064
1.0% of portfolio›$11.2M
Alamar Capital Management, LLC137,920
5.7% of portfolio›$11.2M
First Citizens Bank & Trust Co130,993
0.2% of portfolio›$10.6M
Concurrent Investment Advisors, LLC128,138
0.1% of portfolio›$10.4M
Little House Capital LLC127,950
2.3% of portfolio›$10.4M
Parkway Wealth Management Group, LLC127,095
1.2% of portfolio›$10.3M
First Heartland Consultants, Inc.126,337
0.7% of portfolio›$10.3M
Symmetry Partners, LLC124,499
0.5% of portfolio›$10.1M
Spire Wealth Management122,692
0.3% of portfolio›$10.0M
Beacon Wealthcare LLC122,440
3.2% of portfolio›$9.9M
Lake Hills Wealth Management, LLC121,755
4.5% of portfolio›$9.9M
LWM Advisors Inc120,443
7.4% of portfolio›$9.8M
James Investment Research, Inc.119,274
1.0% of portfolio›$9.7M
Mirae Asset Global Investments Co., Ltd.118,435
0.0% of portfolio›$9.6M
Buttonwood Financial Advisors Inc.115,788
2.8% of portfolio›$9.4M
Brady Family Wealth, LLC114,119
2.7% of portfolio›$9.3M
Independent Wealth Advisors LLC110,063
7.4% of portfolio›$8.9M
Invariant Investment Management107,818
5.1% of portfolio›$8.7M
Midwest Heritage Bank, FSB106,386
2.5% of portfolio›$8.6M
Eley Financial Management, Inc105,131
2.8% of portfolio›$8.5M
JFS Wealth Advisors, LLC104,400
0.4% of portfolio›$8.5M
Integrated Advisors Network LLC102,382
0.4% of portfolio›$8.3M
Durante & Waters, LLC100,466
5.3% of portfolio›$8.2M
Cabot Wealth Management Inc99,708
0.8% of portfolio›$8.1M
Cerro Pacific Wealth Advisors LLC98,620
1.7% of portfolio›$8.0M
Alterna Wealth Management, Inc98,169
4.4% of portfolio›$8.0M
Patten & Patten Inc92,826
0.4% of portfolio›$7.5M
Angeles Wealth Management, LLC92,565
0.3% of portfolio›$7.5M
KFA Private Wealth Group, LLC91,782
1.8% of portfolio›$7.5M
Bison Wealth, LLC90,230
0.6% of portfolio›$7.3M
Well Done, LLC90,133
1.0% of portfolio›$7.3M
Boltwood Capital Management88,031
1.6% of portfolio›$7.1M
Westwood Wealth Management87,750
2.0% of portfolio›$7.1M
Independent Solutions Wealth Management, LLC87,434
0.9% of portfolio›$7.1M
Oppenheimer & Co Inc86,931
0.1% of portfolio›$7.1M
Kooman & Associates86,432
1.9% of portfolio›$7.0M
Money Concepts Capital Corp84,438
0.3% of portfolio›$6.9M
BayBridge Capital Group, LLC83,383
3.6% of portfolio›$6.8M
Convergence Financial, LLC82,841
0.9% of portfolio›$6.7M
Patriot Investment Management Group, Inc.82,666
0.4% of portfolio›$6.7M
Kestra Private Wealth Services, LLC82,126
0.1% of portfolio›$6.7M
NBT Bank, N.A.81,709
0.5% of portfolio›$6.6M
Layline Advisors, LLC81,238
6.0% of portfolio›$6.6M
JGP Wealth Management, LLC80,998
0.6% of portfolio›$6.6M
Great Lakes Retirement, Inc.79,300
0.6% of portfolio›$6.4M
Able Wealth Management LLC79,131
1.4% of portfolio›$6.4M
Fifth Third Securities, Inc.77,645
0.3% of portfolio›$6.3M
Perigon Wealth Management, LLC77,453
0.1% of portfolio›$6.3M
Strategic Blueprint, LLC76,893
0.3% of portfolio›$6.2M
Fidelity D & D Bancorp Inc76,506
2.1% of portfolio›$6.2M
Focus Financial Network, Inc.73,941
0.2% of portfolio›$6.0M
Semitam Bonam LLC72,854
4.1% of portfolio›$5.9M
Ameraudi Asset Management, Inc.72,778
2.7% of portfolio›$5.9M
Crescent Grove Advisors, LLC72,525
0.5% of portfolio›$5.9M
SevenBridge Financial Group, LLC71,424
0.9% of portfolio›$5.8M
Davenport & Co LLC71,238
0.0% of portfolio›$5.8M
Biltmore Family Office, LLC70,912
0.8% of portfolio›$5.8M
Koa Wealth Management, LLC69,769
3.7% of portfolio›$5.7M
Peoples Bank68,965
2.6% of portfolio›$5.6M
Aries Wealth Management68,299
1.1% of portfolio›$5.5M
ARS Wealth Advisors Group, LLC67,225
0.4% of portfolio›$5.5M
Guidance Capital, Inc66,854
1.2% of portfolio›$5.4M
AlphaCentric Advisors LLC66,011
4.8% of portfolio›$5.4M
Glenview Trust Co65,985
0.1% of portfolio›$5.4M
NorthCrest Asset Manangement, LLC65,719
0.1% of portfolio›$5.3M
Wealth Enhancement Trust Services, Inc.65,541
0.6% of portfolio›$5.3M
MinichMacGregor Wealth Management, LLC64,025
0.8% of portfolio›$5.2M
Citizens Financial Group Inc62,234
0.1% of portfolio›$5.1M
Connecticut Wealth Management, LLC62,171
0.2% of portfolio›$5.0M
Thayer Partners, LLC / MA61,926
2.1% of portfolio›$5.0M
Oppenheimer Asset Management Inc.61,779
0.1% of portfolio›$5.0M
Wealthcare Advisory Partners LLC60,663
0.1% of portfolio›$4.9M
Liberty Atlantic Advisors LLC60,619
3.1% of portfolio›$4.9M
Greenspring Advisors, LLC60,107
0.2% of portfolio›$4.9M
Parallel Advisors, LLC60,081
0.1% of portfolio›$4.9M
Atria Investments, Inc58,364
0.0% of portfolio›$4.7M
Globalt Investments LLC / GA58,125
0.2% of portfolio›$4.7M
UMB Bank, n.a.57,410
0.1% of portfolio›$4.7M
Petros Family Wealth, LLC56,168
2.7% of portfolio›$4.6M
MFA Wealth Services55,079
2.7% of portfolio›$4.5M
SigFig Wealth Management, LLC54,867
0.1% of portfolio›$4.5M
Blue Fin Capital, Inc.54,661
0.6% of portfolio›$4.4M
Eagle Global Advisors LLC53,789
0.1% of portfolio›$4.4M
Flagship Private Wealth, LLC53,649
1.5% of portfolio›$4.4M
Israel Discount Bank of New York53,155
7.8% of portfolio›$4.3M
Balefire, LLC52,893
0.7% of portfolio›$4.3M
Gemmer Asset Management LLC52,665
0.3% of portfolio›$4.3M
LightSquare Wealth Management, LLC52,521
2.9% of portfolio›$4.3M
Sugar Maple Asset Management, LLC51,168
2.4% of portfolio›$4.2M
Perennial Advisors, LLC50,376
0.6% of portfolio›$4.1M
Cambiar Investors LLC50,371
0.2% of portfolio›$4.1M
J.W. Cole Advisors, Inc.50,207
0.1% of portfolio›$4.1M
Private Advisory Group LLC50,178
0.2% of portfolio›$4.1M
Samalin Investment Counsel, LLC49,405
1.3% of portfolio›$4.0M
Hudock, Inc.49,261
0.5% of portfolio›$4.0M
PW Nova Financial Services LLC48,091
0.8% of portfolio›$3.9M
Corecam Pte. Ltd.46,269
1.6% of portfolio›$3.8M
Pinion Investment Advisors, LLC46,149
0.7% of portfolio›$3.7M
Martin Capital Partners, LLC45,903
1.3% of portfolio›$3.7M
Prospera Financial Services Inc45,879
0.0% of portfolio›$3.7M
Independent Financial Group, LLC44,695
0.1% of portfolio›$3.6M
AUA Capital Management, LLC44,222
1.7% of portfolio›$3.6M
Laurel Wealth Advisors LLC43,639
0.3% of portfolio›$3.5M
StrongBox Wealth, LLC43,630
0.9% of portfolio›$3.5M
Westside Investment Management, Inc.43,516
0.5% of portfolio›$3.5M
Bfsg, LLC43,032
0.3% of portfolio›$3.5M
Rooted Wealth Advisors, Inc.42,303
0.9% of portfolio›$3.5M
Carlton Hofferkamp & Jenks Wealth Management, LLC41,949
1.1% of portfolio›$3.4M
Winch Advisory Services, LLC41,886
0.7% of portfolio›$3.4M
Apollon Wealth Management, LLC41,819
0.0% of portfolio›$3.4M
Verdence Capital Advisors LLC41,221
0.1% of portfolio›$3.3M
Topel & Distasi Wealth Management, LLC40,586
1.6% of portfolio›$3.3M
Mascoma Wealth Management LLC40,186
0.6% of portfolio›$3.3M
Compass Wealth Management, LLC39,909
1.3% of portfolio›$3.2M
Discipline Wealth Solutions, LLC39,791
0.3% of portfolio›$3.2M
Aspiriant, LLC39,257
0.1% of portfolio›$3.2M
Compound Planning, Inc.38,937
0.1% of portfolio›$3.2M
AlphaCore Capital LLC38,906
0.1% of portfolio›$3.2M
Allworth Financial LP38,757
0.0% of portfolio›$3.2M
Wright Wealth LLC38,738
1.8% of portfolio›$3.1M
Stephen J. Garry & Associates, LLC38,600
2.5% of portfolio›$3.1M
HCR Wealth Advisors38,597
0.2% of portfolio›$3.1M
Tactive Advisors, LLC38,348
0.7% of portfolio›$3.1M
Financial Management Network Inc38,330
0.4% of portfolio›$3.1M
DSG Capital Advisors, LLC37,760
0.4% of portfolio›$3.1M
Plan Group Financial, LLC37,516
0.6% of portfolio›$3.1M
Arrow Investment Advisors, LLC37,297
2.6% of portfolio›$3.0M
Harbor Investment Advisory, LLC36,978
0.2% of portfolio›$3.0M
Traphagen Investment Advisors LLC36,819
0.2% of portfolio›$3.0M
Birch Financial Group, LLC36,557
1.4% of portfolio›$3.0M
Trilogy Capital Inc.36,331
0.1% of portfolio›$3.0M
RFG Advisory, LLC36,048
0.0% of portfolio›$2.9M
Community Bank, N.A.34,882
0.3% of portfolio›$2.8M
Investment House LLC34,114
0.1% of portfolio›$2.8M
W.G. Shaheen & Associates DBA Whitney & Co33,388
0.2% of portfolio›$2.7M
Beam Wealth Advisors, Inc.32,529
0.6% of portfolio›$2.6M
Charles Schwab Trust Co31,818
0.1% of portfolio›$2.6M
Single Point Partners, LLC31,526
0.5% of portfolio›$2.6M
Heritage Wealth Management, Inc.31,508
0.9% of portfolio›$2.6M
Axxcess Wealth Management, LLC31,338
0.1% of portfolio›$2.5M
Patten Group, Inc.31,296
0.4% of portfolio›$2.5M
Christensen, King & Associates Investment Services, Inc.30,574
0.9% of portfolio›$2.5M
SFG Wealth Management, Llc.30,432
0.9% of portfolio›$2.5M
Noble Family Wealth, LLC30,369
0.4% of portfolio›$2.5M
Wedbush Securities Inc29,775
0.0% of portfolio›$2.4K
Integras Partners LLC29,773
1.3% of portfolio›$2.4M
Private Management Group Inc29,736
0.1% of portfolio›$2.4M
Enclave Advisors LLC29,381
0.3% of portfolio›$2.4M
Ritholtz Wealth Management29,203
0.0% of portfolio›$2.4M
Chesley Taft & Associates LLC29,161
0.1% of portfolio›$2.4M
TFB Advisors LLC28,711
0.9% of portfolio›$2.3M
Welch Group, LLC28,686
0.1% of portfolio›$2.3M
SpringVest Wealth Management LLC28,061
1.4% of portfolio›$2.3M
Archford Capital Strategies, LLC28,028
0.2% of portfolio›$2.3M
RMR Wealth Builders27,944
0.1% of portfolio›$2.3M
Merit Financial Group, LLC27,868
0.0% of portfolio›$2.3M
EPG Wealth Management LLC27,862
0.5% of portfolio›$2.3M
Realta Investment Advisors27,473
0.7% of portfolio›$2.2M
VestGen Advisors, LLC27,453
0.1% of portfolio›$2.2M
StoneX Group Inc.27,260
0.1% of portfolio›$2.2M
United Community Bank27,230
0.7% of portfolio›$2.2M
Cullen T Bankers, Inc.27,166
0.0% of portfolio›$2.2M
Family Wealth Partners, LLC27,101
0.7% of portfolio›$2.2M
Wealthcare Capital Management LLC26,964
0.2% of portfolio›$2.2M
Choreo, LLC26,914
0.0% of portfolio›$2.2M
Howard Capital Management, LLC26,882
0.0% of portfolio›$2.2M
Cahaba Wealth Management, Inc.26,794
0.1% of portfolio›$2.2M
Laurel OAK Wealth Management, LLC26,578
0.3% of portfolio›$2.2M
Diversify Wealth Management, LLC26,571
0.0% of portfolio›$2.2M
Diversify Advisory Services, LLC26,571
0.0% of portfolio›$2.2M
Robertson Stephens Wealth Management, LLC26,556
0.1% of portfolio›$2.2M
Essential Planning, Llc.26,504
0.6% of portfolio›$2.2M
Midwest Trust Co26,388
0.0% of portfolio›$2.1M
Auxano Advisors, LLC26,122
0.4% of portfolio›$2.1M
Shrier Wealth Management, LLC26,096
0.7% of portfolio›$2.1M
Whitcomb & Hess, Inc.26,033
0.5% of portfolio›$2.1M
NTV Asset Management LLC25,967
0.2% of portfolio›$2.1M
United Asset Strategies, Inc.25,891
0.1% of portfolio›$2.1M
B. Riley Wealth Advisors, Inc.25,459
0.1% of portfolio›$2.1M
Bright Futures Wealth Management, Llc.25,227
1.4% of portfolio›$2.0M
J. Safra Sarasin Holding AG25,000
0.0% of portfolio›$2.0M
International Private Wealth Advisors LLC24,928
0.8% of portfolio›$2.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management24,604
0.0% of portfolio›$2.0M
Lodestar Private Asset Management LLC24,527
0.2% of portfolio›$2.0M
Cooper Financial Group24,439
0.2% of portfolio›$2.0M
Penobscot Investment Management Company, Inc.24,275
0.1% of portfolio›$2.0M
Midwest Professional Planners, Ltd.23,979
0.4% of portfolio›$1.9M
LFA - Lugano Financial Advisors SA23,727
1.1% of portfolio›$1.9M
Camelot Technology Advisors, Inc.23,555
1.3% of portfolio›$1.9M
Shepherd Financial Partners LLC23,496
0.2% of portfolio›$1.9M
Financial Harvest, LLC23,394
0.9% of portfolio›$1.9M
Norris Perne & French LLP23,378
0.1% of portfolio›$1.9M
West Paces Advisors Inc.23,363
0.3% of portfolio›$1.9M
TriaGen Wealth Management LLC23,041
0.5% of portfolio›$1.9M
Towercrest Capital Management22,937
0.3% of portfolio›$1.9M
Woodard & Co Asset Management Group Inc22,530
0.3% of portfolio›$1.8M
Councilor Wealth, LLC22,436
0.8% of portfolio›$1.8M
Founders Grove Wealth Partners, LLC22,096
0.4% of portfolio›$1.8M
Argyle Capital Partners, LLC22,067
1.1% of portfolio›$1.8M
Milestones Private Investment Advisors LLC22,062
1.5% of portfolio›$1.8M
First Horizon Corp21,863
0.1% of portfolio›$1.8M
MV Capital Management, Inc.21,582
0.2% of portfolio›$1.8M
Kelleher Financial Advisors21,561
0.5% of portfolio›$1.8M
Redhawk Wealth Advisors, Inc.21,545
0.2% of portfolio›$1.7M
Integrity Alliance, Llc.21,412
0.1% of portfolio›$1.7M
Tuttle Capital Management, LLC21,200
0.7% of portfolio›$1.7M
HB Wealth Management, LLC21,166
0.0% of portfolio›$1.7M
Avior Wealth Management, LLC21,165
0.0% of portfolio›$1.7M
Verus Capital Partners, LLC21,047
0.1% of portfolio›$1.7M
Titleist Asset Management, LLC21,017
0.1% of portfolio›$1.7M
Investment Research Partners LLC20,950
0.6% of portfolio›$1.7M
William Howard & Co Financial Advisors Inc20,562
1.3% of portfolio›$1.7M
Mcdonald Partners LLC20,467
0.4% of portfolio›$1.7M
Deutsche Bank Ag\20,450
0.0% of portfolio›$1.7M
TD Waterhouse Canada Inc.20,379
0.0% of portfolio›$1.7M
Ndwm LLC20,299
0.9% of portfolio›$1.6M
Bucket List Wealth Management, LLC20,228
0.8% of portfolio›$1.6M
Goelzer Investment Management, Inc.19,619
0.1% of portfolio›$1.6M
Pacific Park Financial, Inc.19,609
0.9% of portfolio›$1.6M
Stonebridge Financial Group, LLC19,571
0.1% of portfolio›$1.6M
Objective Capital Management, LLC19,494
1.4% of portfolio›$1.6M
Quadrant Capital Group LLC19,339
0.0% of portfolio›$1.6M
Allstreet Capital Advisors LLC19,226
1.0% of portfolio›$1.6M
Ted Buchan & Co19,179
0.5% of portfolio›$1.6M
Lanark Financial, Inc.19,108
0.1% of portfolio›$1.6M
Waystone Advisors LLC18,884
1.2% of portfolio›$1.6M
OpenArc Corporate Advisory, LLC18,873
0.0% of portfolio›$1.5M
Robinson Value Management, Ltd.18,860
0.8% of portfolio›$1.5M
Trek Financial, LLC18,770
0.1% of portfolio›$1.5M
Vise Technologies, Inc.18,599
0.0% of portfolio›$1.5M
Legacy Wealth Partners, LLC18,421
0.3% of portfolio›$1.5M
Formidable Asset Management, LLC18,276
0.2% of portfolio›$1.5M
Buska Wealth Management, LLC17,722
0.5% of portfolio›$1.4M
Freestate Advisors LLC17,592
1.1% of portfolio›$1.4M
Park Edge Advisors, LLC17,566
0.3% of portfolio›$1.4M
Chemistry Wealth Management LLC17,395
0.2% of portfolio›$1.4M
Prairie Advisory, LLC17,192
0.2% of portfolio›$1.4M
Vestor Capital, LLC16,869
0.6% of portfolio›$9.1K
Hutchens & Kramer Investment Management Group, LLC16,741
0.4% of portfolio›$1.4M
Wlth Capital Management, LLC16,705
8.3% of portfolio›$1.4M
Meridian Wealth Management, LLC16,684
0.0% of portfolio›$1.4M
Mullooly Asset Management, Inc.16,459
0.4% of portfolio›$1.3M
Asset One Wealth Management LLC16,246
0.1% of portfolio›$1.3M
Independent Wealth Network Inc.16,106
0.3% of portfolio›$1.3M
Nvwm, LLC15,968
0.2% of portfolio›$1.3M
TrustWell Financial Advisors, LLC15,852
1.1% of portfolio›$1.3M
Canandaigua National Trust Co of Florida15,806
0.7% of portfolio›$1.3M
Stronghold Wealth Management L.L.C.15,793
1.8% of portfolio›$1.3M
Strategy Asset Managers LLC15,669
0.2% of portfolio›$1.3M
True Private Wealth Advisors15,517
0.1% of portfolio›$1.3M
Rockland Trust Co15,459
0.0% of portfolio›$1.3M
Summa Corp.15,394
0.3% of portfolio›$1.2M
4J Wealth Management LLC15,377
0.6% of portfolio›$1.2M
King Luther Capital Management Corp14,935
0.0% of portfolio›$1.2M
Ascentis Independent Advisors14,791
0.1% of portfolio›$1.2M
Golden State Wealth Management, LLC14,774
0.1% of portfolio›$1.2M
Finer Wealth Management, Inc.14,712
0.5% of portfolio›$1.2M
Warner Financial, Inc14,475
0.3% of portfolio›$1.2M
WBH Advisory Inc14,364
0.1% of portfolio›$1.2M
Platform Technology Partners14,286
0.2% of portfolio›$1.2M
Zega Investments, LLC14,235
0.1% of portfolio›$1.2M
L.K. Benson & Company, P.C.14,164
0.3% of portfolio›$1.2M
Oliver Luxxe Assets LLC14,063
0.2% of portfolio›$1.1M
Chapin Davis, Inc.14,046
0.2% of portfolio›$1.1M
Financial Management Professionals, Inc.14,041
0.1% of portfolio›$1.1M
Aviance Capital Partners, LLC13,909
0.1% of portfolio›$1.1M
GFS Advisors, LLC13,786
0.1% of portfolio›$1.1M
Marshall & Sterling Wealth Advisors Inc.13,580
0.6% of portfolio›$1.1M
MassMutual Private Wealth & Trust, FSB13,551
0.0% of portfolio›$1.1M
Invested Advisors13,508
0.9% of portfolio›$1.1M
Carnegie Investment Counsel13,487
0.0% of portfolio›$1.1M
Evanson Financial, LLC13,462
0.1% of portfolio›$1.1M
Acorn Wealth Advisors, LLC13,385
0.3% of portfolio›$1.1M
Valpey Financial Services, LLC13,315
0.6% of portfolio›$1.1M
Foundry Financial Group, Inc.13,314
0.4% of portfolio›$1.1M
Cogent Private Wealth, Inc.13,246
0.6% of portfolio›$1.1M
Compass Ion Advisors, LLC13,140
0.1% of portfolio›$1.1M
Clear Retirement Advice LLC13,029
0.7% of portfolio›$1.1M
Cdkv Holdings LLC12,871
0.8% of portfolio›$1.0M
Advanced Asset Management Advisors Inc12,822
0.3% of portfolio›$1.0M
Bank Julius Baer & Co. Ltd, Zurich12,615
0.0% of portfolio›$1.0M
Savant Capital, LLC12,525
0.0% of portfolio›$1.0M
Parsons Capital Management Inc12,513
0.0% of portfolio›$1.0M
Elevation Point Wealth Partners, LLC12,320
0.0% of portfolio›$1.0M
Guardian Partners Inc.12,212
0.1% of portfolio›$991.6K
DMC Group, LLC12,208
0.7% of portfolio›$991.3K
MSH Capital Advisors LLC12,163
0.2% of portfolio›$987.6K
Mission Wealth Management, LP11,993
0.0% of portfolio›$973.8K
AMG National Trust Bank11,953
0.0% of portfolio›$970.6K
Calamos Wealth Management LLC11,768
0.0% of portfolio›$955.6K
Accurate Wealth Management, LLC11,733
0.1% of portfolio›$952.6K
Clientfirst Wealth Management, LLC11,689
0.7% of portfolio›$949.1K
Journey Advisory Group, LLC11,600
0.1% of portfolio›$941.9K
Capital Investment Advisors, LLC11,467
0.0% of portfolio›$931.1K
RDA Financial Network11,449
0.2% of portfolio›$929.6K
Mariner Investment Group LLC11,444
0.2% of portfolio›$929.3K
Simplicity Wealth,LLC11,415
0.0% of portfolio›$926.9K
Tillman Hartley LLC11,327
0.2% of portfolio›$919.8K
Signal Advisors Wealth, LLC11,273
0.0% of portfolio›$915.4K
Flagship Harbor Advisors, LLC11,179
0.0% of portfolio›$907.7K
San Luis Wealth Advisors LLC11,142
0.1% of portfolio›$904.7K
MBL Wealth, LLC11,018
0.1% of portfolio›$894.7K
Regions Financial Corp10,961
0.0% of portfolio›$890.0K
Graetz Wealth LLC10,948
0.7% of portfolio›$889.0K
Daymark Wealth Partners, LLC10,897
0.0% of portfolio›$884.8K
Blue Capital, Inc.10,762
0.5% of portfolio›$873.9K
Wealth Advisory Solutions, LLC10,746
0.2% of portfolio›$872.6K
Personal CFO Solutions, LLC10,742
0.1% of portfolio›$872.3K
Freedom Day Solutions, LLC10,722
0.2% of portfolio›$870.6K
Vicus Capital10,698
0.1% of portfolio›$868.7K
Alhambra Investment Management LLC10,660
0.4% of portfolio›$865.6K
Canvas Wealth Advisors, LLC10,600
0.1% of portfolio›$864.7K
Simon Quick Advisors, LLC10,545
0.0% of portfolio›$856.3K
Alliance Wealth Management Group10,393
0.2% of portfolio›$843.9K
Hunter Associates Investment Management LLC10,117
0.0% of portfolio›$822
Northcape Wealth Management, LLC10,089
0.2% of portfolio›$819.2K
XY Planning Network, Inc.10,040
0.1% of portfolio›$815.2K
Rossby Financial, LCC10,030
0.1% of portfolio›$814.4K
Maseco LLP9,977
0.0% of portfolio›$810.2K
SeaCrest Wealth Management, LLC9,877
0.1% of portfolio›$802.0K
Root Financial Partners, LLC9,761
0.0% of portfolio›$792.6K
Amarillo National Bank9,699
0.1% of portfolio›$787.6K
Lee Financial Co9,661
0.1% of portfolio›$784.5K
Walser Wealth Management Company, A Ltd Liability Co9,622
0.3% of portfolio›$781.3K
CX Institutional9,555
0.0% of portfolio›$776
Pinnacle Wealth Planning Services, Inc.9,436
0.1% of portfolio›$766.2K
Barrett & Company, Inc.9,349
0.2% of portfolio›$759.1K
Financial Perspectives, Inc9,329
0.2% of portfolio›$757.5K
Moneco Advisors, LLC9,284
0.0% of portfolio›$753.9K
Independence Financial Advisors, LLC9,256
0.2% of portfolio›$751.6K
Canopy Partners, LLC9,211
0.2% of portfolio›$748.0K
Traynor Capital Management, Inc.9,200
0.0% of portfolio›$747.0K
Bond & Devick Financial Network, Inc.9,162
0.2% of portfolio›$744.0K
New South Capital Management Inc9,125
0.0% of portfolio›$741.0K
Mezzasalma Advisors, LLC9,101
0.1% of portfolio›$739.0K
Krilogy Financial LLC9,052
0.0% of portfolio›$734.8K
Sowell Financial Services LLC9,030
0.0% of portfolio›$733.2K
Benedict Financial Advisors Inc8,989
0.1% of portfolio›$729.9K
Bright Financial Advisors, Inc.8,855
0.3% of portfolio›$719.0K
Fjell Capital, LLC8,694
0.4% of portfolio›$705.9K
Old National Bancorp8,687
0.0% of portfolio›$705.4K
Crestwood Advisors Group, LLC8,612
0.0% of portfolio›$699.3K
Bingham Private Wealth, LLC8,603
0.5% of portfolio›$698.6K
Clear Creek Financial Management, LLC8,567
0.1% of portfolio›$695.7K
Capital Investment Advisory Services, LLC8,539
0.0% of portfolio›$693.0K
North Capital, Inc.8,495
0.5% of portfolio›$689.7K
SkyOak Wealth, LLC8,386
0.1% of portfolio›$680.9K
Gouws Capital LLC8,300
0.3% of portfolio›$674.0K
Obermeyer Wealth Partners8,218
0.0% of portfolio›$667.3K
Pinnacle Associates LTD8,075
0.0% of portfolio›$655.7K
Factor Wealth Management LTD8,052
0.1% of portfolio›$653.8K
Level Four Advisory Services, LLC8,013
0.0% of portfolio›$650.7K
Csenge Advisory Group7,933
0.0% of portfolio›$644.2K
Peddock Capital Advisors, LLC7,929
0.1% of portfolio›$643.8K
Burke & Herbert Bank & Trust Co7,924
0.2% of portfolio›$643.4K
Beacon Financial Group7,874
0.1% of portfolio›$639.4K
Purus Wealth Management, LLC7,786
0.2% of portfolio›$632.2K
Element Pointe Advisors, LLC7,717
0.1% of portfolio›$626.6K
Modera Wealth Management, LLC7,695
0.0% of portfolio›$624.9K
Retirement Planning Group, LLC7,643
0.0% of portfolio›$620.6K
Seed Wealth Management, Inc.7,575
0.4% of portfolio›$615.1K
Live Oak Private Wealth LLC7,503
0.1% of portfolio›$609.2K
SBI Securities Co., Ltd.7,475
0.0% of portfolio›$607.0K
Avail Investment Partners, LLC7,442
0.4% of portfolio›$604.3K
Klingman & Associates, LLC7,438
0.0% of portfolio›$604.0K
A. D. Beadell Investment Counsel, Inc.7,430
0.0% of portfolio›$603
Mccarter Private Wealth Services LLC7,303
0.2% of portfolio›$593.0K
Pekin Hardy Strauss, Inc.7,280
0.1% of portfolio›$591.1K
Capital Asset Advisory Services LLC7,275
0.0% of portfolio›$593.1K
Diversified Management Inc7,228
0.1% of portfolio›$586.9K
Presilium Private Wealth, LLC7,199
0.1% of portfolio›$584.5K
SeaBridge Investment Advisors LLC7,191
0.1% of portfolio›$583.9K
180 Wealth Advisors, LLC7,107
0.1% of portfolio›$577.1K
Stordahl Capital Management, Inc.7,081
0.1% of portfolio›$575.0K
Avidian Wealth Enterprises, LLC7,005
0.0% of portfolio›$568.8K
Spectrum Asset Management, Inc. (NB )7,000
0.2% of portfolio›$568.4K
CoreCap Advisors, LLC6,992
0.0% of portfolio›$567.8K
Burford Brothers, Inc.6,709
0.2% of portfolio›$544.8K
Fort Washington Investment Advisors Inc6,639
0.0% of portfolio›$539.1K
Fiduciary Alliance LLC6,610
0.0% of portfolio›$536.7K
Acropolis Investment Management, LLC6,580
0.0% of portfolio›$534.3K
Buckhead Capital Management LLC6,572
0.2% of portfolio›$533.6K
Koshinski Asset Management, Inc.6,489
0.0% of portfolio›$526.9K
WJ Wealth Management, LLC6,365
0.2% of portfolio›$516.8K
Northwest Wealth Management, LLC6,286
0.1% of portfolio›$510.4K
Jeter Robert S II6,230
0.3% of portfolio›$505.8K
Quattro Financial Advisors LLC6,230
0.1% of portfolio›$505.9K
Montecito Bank & Trust6,223
0.1% of portfolio›$505.3K
Simplex Trading, LLC6,214
0.0% of portfolio›$504.6K
Portside Wealth Group, LLC6,196
0.1% of portfolio›$503.1K
Stephens Group Asset Management, LLC6,188
0.0% of portfolio›$502.5K
Woodward Diversified Capital, LLC6,151
0.2% of portfolio›$499.5K
Pinnacle Wealth Management Group, Inc.6,016
0.2% of portfolio›$488.5K
Brickley Wealth Management5,951
0.1% of portfolio›$483.2K
Woodmont Investment Counsel LLC5,945
0.0% of portfolio›$482.7K
Quadrant Private Wealth Management, LLC5,891
0.1% of portfolio›$478.3K
Trust Co5,856
0.0% of portfolio›$475.5K
Klaas Financial Asset Advisors, LLC5,837
0.1% of portfolio›$474.0K
Biltmore Wealth Management, LLC5,777
0.1% of portfolio›$469.1K
Barr E S & Co5,775
0.0% of portfolio›$468.9K
Alliance Wealth Advisors, LLC5,718
0.1% of portfolio›$464.3K
Bdfs Capital LLC5,671
0.2% of portfolio›$460.5K
HFG Wealth Management, LLC5,649
0.5% of portfolio›$463.8K
Fonville Wealth Management LLC5,598
0.1% of portfolio›$454.6K
Secure Asset Management, LLC5,560
0.1% of portfolio›$451.5K
Cherry Tree Wealth Management, LLC5,541
0.1% of portfolio›$449.9K
PFG Advisors5,516
0.0% of portfolio›$447.9K
GK Wealth Management LLC5,471
0.3% of portfolio›$444.3K
Inman Jager Wealth Management, LLC5,462
0.2% of portfolio›$443.5K
Weaver Consulting Group5,447
0.1% of portfolio›$442.3K
Larson Financial Group LLC5,382
0.0% of portfolio›$437.0K
Raab & Moskowitz Asset Management LLC5,356
0.1% of portfolio›$434.9K
Twele Capital Management, Inc.5,356
0.1% of portfolio›$434.9K
Certuity, LLC5,320
0.0% of portfolio›$432.0K
Bryn Mawr Trust Advisors, LLC5,284
0.0% of portfolio›$429.1K
Intrua Financial, LLC5,212
0.0% of portfolio›$423.2K
Analyst IMS Investment Management Services Ltd.5,198
0.0% of portfolio›$422.0K
Postrock Partners LLC5,192
0.2% of portfolio›$421.6K
Victory Financial Group, LLC5,131
0.0% of portfolio›$416.6K
Range Financial Group LLC5,097
0.1% of portfolio›$413.8K
North Star Investment Management Corp.5,072
0.0% of portfolio›$411.8K
Kelly Financial Group LLC5,065
0.1% of portfolio›$411.3K
Heck Capital Advisors, LLC5,036
0.0% of portfolio›$408.9K
First Affirmative Financial Network5,000
0.1% of portfolio›$406.0K
Boyd Watterson Asset Management LLC5,000
0.1% of portfolio›$406.0K
TCP Asset Management, LLC4,956
0.0% of portfolio›$401.7K
Epiq Partners, LLC4,926
0.2% of portfolio›$400.0K
Fiduciary Financial Group, LLC4,887
0.0% of portfolio›$396.8K
Lantern Wealth Advisors, LLC4,881
0.2% of portfolio›$396.3K
American Institute for Advanced Investment Management, LLP4,880
0.2% of portfolio›$396.3K
LEE Danner & Bass Inc4,865
0.0% of portfolio›$395.0K
Eagle Strategies LLC4,764
0.0% of portfolio›$386.9K
TrueWealth Advisors, LLC4,685
0.1% of portfolio›$380.4K
Stanley-Laman Group, Ltd.4,656
0.0% of portfolio›$378.1K
Resonant Capital Advisors, LLC4,635
0.0% of portfolio›$376.4K
Rational Advisors, Inc.4,620
0.0% of portfolio›$375.1K
Valen Private Capital, LLC4,617
0.1% of portfolio›$374.9K
Sagespring Wealth Partners, LLC4,582
0.0% of portfolio›$372.1K
Kesler, Norman & Wride, LLC4,578
0.1% of portfolio›$371.7K
M Holdings Securities, Inc.4,560
0.2% of portfolio›$371.0K
Private Trust Co NA4,536
0.0% of portfolio›$368.3K
Banque Pictet & CIE SA4,528
0.0% of portfolio›$367.7K
IFC & Insurance Marketing, Inc.4,510
0.3% of portfolio›$366.2K
Prime Capital Investment Advisors, LLC4,458
0.0% of portfolio›$362.0K
First Community Trust NA4,457
0.1% of portfolio›$361.9K
Pathway Financial Advisors LLC4,400
0.0% of portfolio›$357.3K
Whalen Wealth Management Inc.4,393
0.2% of portfolio›$356.7K
Juno Financial Group LLC4,380
0.1% of portfolio›$355.7K
Novem Group4,374
0.0% of portfolio›$355.2K
Flagstar Securities, Inc4,304
0.1% of portfolio›$349.5K
Columbia Bank4,237
0.1% of portfolio›$344.0K
Equity Wealth Partners, LLC4,223
0.1% of portfolio›$342.9K
Wernau Asset Management Inc.4,207
0.2% of portfolio›$341.6K
Merited Wealth, LLC4,197
0.2% of portfolio›$340.8K
Legacy Capital Wealth Partners, LLC4,195
0.1% of portfolio›$340.6K
Clearstead Trust, LLC4,193
0.0% of portfolio›$340.5K
Joseph P. Lucia & Associates, LLC4,156
0.1% of portfolio›$337.5K
Aerodigm Wealth, LLC4,146
0.1% of portfolio›$336.7K
Wealth Effects LLC4,139
0.1% of portfolio›$336.1K
Alternative Investment Advisors, Llc.4,113
0.1% of portfolio›$334.1K
Washington Trust Bank4,088
0.0% of portfolio›$331.9K
Patriot Financial Group Insurance Agency, LLC4,080
0.0% of portfolio›$331.3K
Lester Murray Antman dba SimplyRich4,060
0.1% of portfolio›$329.7K
Stapp Wealth Management, Pllc4,057
0.4% of portfolio›$329.4K
Howard Financial Services, Ltd.4,008
0.0% of portfolio›$325.5K
New Wave Wealth Advisors LLC3,970
0.1% of portfolio›$322.3K
Wingate Wealth Advisors, Inc.3,946
0.1% of portfolio›$320.4K
Harbour Capital Advisors, LLC3,940
0.1% of portfolio›$319.9K
Gerber Kawasaki Wealth & Investment Management3,823
0.0% of portfolio›$310.4K
Ascentis Wealth Management, LLC3,809
0.1% of portfolio›$309.3K
BAM Wealth Management, LLC3,808
0.2% of portfolio›$309.2K
DeDora Capital, Inc.3,779
0.1% of portfolio›$306.9K
Avaii Wealth Management, LLC3,756
0.1% of portfolio›$304.4K
Castleview Partners, LLC3,753
0.1% of portfolio›$304.8K
Tempus Wealth Planning, LLC3,742
0.1% of portfolio›$303.9K
Synergy Asset Management, LLC3,735
0.0% of portfolio›$303.3K
Frankly Finances, LLC3,720
0.2% of portfolio›$302.1K
Magnus Financial Group LLC3,712
0.0% of portfolio›$301.4K
LJI Wealth Management, LLC3,699
0.0% of portfolio›$300.4K
FCG Investment Co3,684
0.1% of portfolio›$299.2K
Chicago Partners Investment Group LLC3,677
0.0% of portfolio›$299.6K
Global View Capital Management LLC3,639
0.1% of portfolio›$295.5K
Advisor OS, LLC3,609
0.0% of portfolio›$293.1K
TPG Advisors LLC3,607
0.2% of portfolio›$292.9K
Net Worth Advisory Group3,588
0.1% of portfolio›$291.0K
Core Wealth Partners LLC3,577
0.1% of portfolio›$290.4K
Cadinha & Co LLC3,567
0.0% of portfolio›$289.6K
ETF Store, Inc.3,563
0.2% of portfolio›$289.3K
BridgePort Financial Solutions, LLC3,522
0.1% of portfolio›$286.0K
Values First Advisors, Inc.3,522
0.1% of portfolio›$286.0K
Claro Advisors Inc.3,497
0.0% of portfolio›$284.0K
Bluedoor Private Wealth, LLC3,488
0.1% of portfolio›$283.2K
Insight Advisors, LLC/ PA3,458
0.0% of portfolio›$280.8K
Elmwood Wealth Management, Inc.3,434
0.1% of portfolio›$278.8K
Independence Wealth Advisors, LLC3,411
0.1% of portfolio›$277.0K
Financial Solutions Advisory Group, Inc.3,400
0.0% of portfolio›$276.6K
Fortem Financial Group, LLC3,396
0.1% of portfolio›$275.8K
Arista Wealth Management, LLC3,381
0.0% of portfolio›$274.5K
BAR Harbor Wealth Management3,368
0.0% of portfolio›$273.5K
Occidental Asset Management, LLC3,340
0.0% of portfolio›$271.2K
Quartz Partners, LLC3,336
0.1% of portfolio›$270.9K
Joel Isaacson & Co., LLC3,296
0.0% of portfolio›$267.6K
Lyell Wealth Management, LP3,288
0.0% of portfolio›$267.0K
Smith Thornton Advisors LLC3,281
0.1% of portfolio›$266.4K
Pacific Excel Wealth Advisors, Inc.3,279
0.3% of portfolio›$266.3K
Veracity Capital LLC3,206
0.1% of portfolio›$260.4K
Noble Wealth Management PBC3,199
0.1% of portfolio›$259.8K
Arkfeld Wealth Strategies, L.L.C.3,148
0.1% of portfolio›$255.5K
Etesian Wealth Advisors, Inc.3,132
0.1% of portfolio›$254.3K
Cynosure Group, LLC3,066
0.0% of portfolio›$249.0K
Cypress Capital Group3,057
0.0% of portfolio›$248.2K
Thrivent Financial for Lutherans3,056
0.0% of portfolio›$248.0K
Acima Private Wealth, LLC3,049
0.1% of portfolio›$247.6K
Powerhouse Assets LLC3,048
0.2% of portfolio›$247.5K
Autumn Glory Partners, LLC3,042
0.1% of portfolio›$247.0K
Triad Wealth Partners, LLC3,024
0.0% of portfolio›$245.6K
Avalon Advisory Group3,023
0.1% of portfolio›$245.5K
Arkansas Financial Group, Inc.3,002
0.0% of portfolio›$243.8K
Darrow Company, Inc.2,995
0.1% of portfolio›$243.2K
Beacon Financial Advisory LLC2,982
0.0% of portfolio›$242.1K
International Assets Investment Management, LLC2,943
0.0% of portfolio›$238.7K
SWP Financial LLC2,936
0.1% of portfolio›$238.4K
Cornerstone Wealth Group, LLC2,924
0.0% of portfolio›$237.4K
Central Pacific Bank - Trust Division2,920
0.0% of portfolio›$237.1K
J2 Capital Management Inc2,919
0.2% of portfolio›$237.0K
MGO One Seven LLC2,905
0.0% of portfolio›$235.9K
Cassaday & Co Wealth Management LLC2,902
0.0% of portfolio›$235.6K
Dutch Asset Corp2,884
0.1% of portfolio›$234.3K
BIP Wealth, LLC2,878
0.0% of portfolio›$233.7K
Eastern Bank2,867
0.0% of portfolio›$232.8K
Market Street Wealth Management Advisors LLC2,849
0.0% of portfolio›$231.3K
Creative Financial Designs Inc2,825
0.0% of portfolio›$229.4K
Centurion Wealth Management LLC2,820
0.1% of portfolio›$229.0K
Trust Co of Vermont2,810
0.0% of portfolio›$228.2K
Pacific Center for Financial Services2,797
0.0% of portfolio›$227.1K
Riverbend Wealth Management, LLC2,778
0.1% of portfolio›$225.6K
Beverly Hills Private Wealth, LLC2,754
0.0% of portfolio›$223.6K
SYM Financial Corp2,750
0.0% of portfolio›$223.3K
SimpliFi, Inc.2,732
0.1% of portfolio›$221.8K
One Plus One Wealth Management, LLC2,703
0.1% of portfolio›$219.5K
R2 Capital Strategies, LLC2,702
0.1% of portfolio›$219.4K
Diversified Portfolios, Inc.2,700
0.0% of portfolio›$219.2K
Blueline Advisors LLC2,672
0.2% of portfolio›$217.0K
Ergawealth Advisors, Inc.2,671
0.1% of portfolio›$216.9K
Vista Investment Partners II, LLC2,627
0.1% of portfolio›$213.3K
KPP Advisory Services LLC2,618
0.0% of portfolio›$212.6K
GreatBanc Trust Co2,575
0.1% of portfolio›$209.1K
Quadcap Wealth Management, LLC2,566
0.0% of portfolio›$208.4K
Sanchez Gaunt Capital Management, LLC2,554
0.1% of portfolio›$207.4K
Hickory Point Bank & Trust2,521
0.1% of portfolio›$204.7K
Wesbanco Bank Inc2,517
0.0% of portfolio›$204.4K
Hummer Financial Advisory Services Inc2,500
0.1% of portfolio›$203.0K
High Net Worth Advisory Group LLC2,500
0.0% of portfolio›$203.0K
Mandatum Life Insurance Co Ltd2,470
0.0% of portfolio›$200.6K
Redwood Park Advisors LLC2,453
0.1% of portfolio›$199.2K
Covestor Ltd2,301
0.0% of portfolio›$187
NBH Bank2,169
0.1% of portfolio›$176.1K
Peck Wealth Management, LLC2,100
0.1% of portfolio›$170.5K
Richards, Merrill & Peterson, Inc.2,072
0.1% of portfolio›$168.2K
Triumph Capital Management2,054
0.0% of portfolio›$166.8K
Signaturefd, LLC2,051
0.0% of portfolio›$166.5K
Financial Network Wealth Advisors LLC2,023
0.2% of portfolio›$164.3K
GHP Investment Advisors, Inc.1,992
0.0% of portfolio›$161.8K
Elyxium Wealth, LLC1,730
0.0% of portfolio›$140.5K
Ameliora Wealth Management Ltd.1,730
0.0% of portfolio›$140.5K
Compass Financial Management LLC1,612
0.0% of portfolio›$130.9K
Provenance Wealth Advisors, LLC1,598
0.0% of portfolio›$129.8K
1620 Investment Advisors, Inc.1,539
0.1% of portfolio›$125.0K
Finley Financial, LLC1,535
0.1% of portfolio›$124.5K
Wilmington Savings Fund Society, FSB1,427
0.0% of portfolio›$115.9K
Rudd Co d/b/a Styre Wealth1,398
0.1% of portfolio›$113.7K
Essential Partners LLC1,387
0.1% of portfolio›$112.6K
Horizons Wealth Management1,323
0.1% of portfolio›$107.4K
Tower View Wealth Management LLC1,255
0.0% of portfolio›$101.9K
Parkside Financial Bank & Trust1,255
0.0% of portfolio›$101.9K
Caldwell Trust Co1,249
0.0% of portfolio›$101.4K
Silver Grove Financial Group, Inc.1,238
0.0% of portfolio›$100.5K
Sima Wealth Partners, LLC1,235
0.1% of portfolio›$100.3K
Gables Capital Management Inc.1,204
0.0% of portfolio›$97.8K
Grove Bank & Trust1,200
0.0% of portfolio›$97.4K
Centerpoint Advisors, LLC1,169
0.0% of portfolio›$95.0K
Tompkins Financial Corp1,100
0.0% of portfolio›$89.3K
Axiom Investment Management LLC1,001
0.1% of portfolio›$81.3K
Cape Investment Advisory, Inc.967
0.0% of portfolio›$78.5K
Flagship Wealth Advisors, LLC917
0.0% of portfolio›$74.5K
Holos Integrated Wealth LLC910
0.0% of portfolio›$74.0K
Phillips Financial Management, LLC897
0.0% of portfolio›$72.8K
Key Capital Management, Inc779
0.0% of portfolio›$63.3K
Highline Wealth Partners LLC717
0.0% of portfolio›$58.2K
Asset Dedication, LLC657
0.0% of portfolio›$53.3K
Buck Wealth Strategies, LLC648
0.0% of portfolio›$52.6K
Chilton Capital Management LLC640
0.0% of portfolio›$52.0K
Balentine LLC615
0.0% of portfolio›$49.9K
Latitude Advisors, LLC612
0.0% of portfolio›$49.7K
WestEnd Advisors, LLC600
0.0% of portfolio›$48.7K
IFS Advisors, LLC600
0.0% of portfolio›$48.7K
Breakwater Investment Management553
0.0% of portfolio›$44.9K
Union Savings Bank544
0.0% of portfolio›$44.2K
CFG Wealth Management Services, Inc.520
0.0% of portfolio›$42.2K
SRH Advisors, LLC500
0.0% of portfolio›$40.6K
Catherine Avery Investment Management LLC499
0.0% of portfolio›$40.5K
Nvest Wealth Strategies, Inc.486
0.0% of portfolio›$39.5K
Beacon Financial Strategies Corp460
0.0% of portfolio›$37.4K
Hughes Financial Services, LLC447
0.0% of portfolio›$36.5K
Bank of New Hampshire428
0.0% of portfolio›$34.8K
Roxbury Financial LLC422
0.0% of portfolio›$34.3K
Wealth Analytics Partners, LLC416
0.0% of portfolio›$33.8K
Weaver Capital Management LLC413
0.0% of portfolio›$33.5K
Valley National Advisers Inc400
0.0% of portfolio›$32.5K
Jnba Financial Advisors395
0.0% of portfolio›$32.1K
Bear Mountain Capital, Inc.379
0.0% of portfolio›$30.8K
Central Trust Co374
0.0% of portfolio›$30.4K
Fortis Group Advisors, LLC349
0.0% of portfolio›$28.3K
Mather Group, Llc.347
0.0% of portfolio›$28.2K
West Branch Capital LLC343
0.0% of portfolio›$27.8K
Pflug Koory, LLC342
0.0% of portfolio›$27.8K
Planning Strategies Inc.312
0.0% of portfolio›$25.3K
Lodestone Wealth Management LLC307
0.0% of portfolio›$25.0K
Cordgrass Capital Advisors, LLC304
0.0% of portfolio›$24.7K
Thurston, Springer, Miller, Herd & Titak, Inc.268
0.0% of portfolio›$21.8K
Armor Investment Advisors, LLC267
0.0% of portfolio›$21.7K
Physician Wealth Advisors, Inc.267
0.0% of portfolio›$21.7K
Concord Wealth Partners262
0.0% of portfolio›$21.3K
First Bancorp, Inc231
0.0% of portfolio›$18.8K
Hanson & Doremus Investment Management226
0.0% of portfolio›$18
Nfsg Corp200
0.0% of portfolio›$16.2K
Y.D. More Investments Ltd200
0.0% of portfolio›$16.2K
3 Factor Indexing, LLC172
0.0% of portfolio›$14.0K
Indiana Trust & Investment Management Co170
0.0% of portfolio›$13.8K
Blue Trust, Inc.167
0.0% of portfolio›$13.6K
Ashton Thomas Securities, LLC166
0.0% of portfolio›$13.5K
Trust Co of Toledo NA165
0.0% of portfolio›$13.4K
Wilkerson Advisory Group LLC161
0.0% of portfolio›$13.1K
Richardson Financial Services Inc.150
0.0% of portfolio›$12.2K
UMB Private Wealth Management, LLC149
0.0% of portfolio›$12.1K
Jacobi Capital Management LLC141
0.0% of portfolio›$11.5K
Avion Wealth135
0.0% of portfolio›$10
Mosley Wealth Management130
0.0% of portfolio›$10.6K
High Note Wealth, LLC123
0.0% of portfolio›$10.0K
Signature Equity Partners, LLC111
0.0% of portfolio›$9.0K
Arlington Trust Co LLC110
0.0% of portfolio›$8.9K
IMG Wealth Management, Inc.110
0.0% of portfolio›$9.0K
Murphy & Mullick Capital Management Corp105
0.0% of portfolio›$8.5K
Princeton Global Asset Management LLC95
0.0% of portfolio›$7.7K
Wolff Wiese Magana LLC92
0.0% of portfolio›$7.4K
Gamma Investing LLC90
0.0% of portfolio›$7.3K
Independence Bank of Kentucky86
0.0% of portfolio›$7.0K
Archer Investment Corp84
0.0% of portfolio›$6.8K
Elevate Wealth Advisory, Inc83
0.0% of portfolio›$6.7K
Pinnacle Bancorp, Inc.81
0.0% of portfolio›$6.6K
Fairway Wealth LLC80
0.0% of portfolio›$6.5K
Horizon Financial Services, LLC75
0.0% of portfolio›$6.1K
Hazlett, Burt & Watson, Inc.70
0.0% of portfolio›$6
Sawyer & Company, Inc65
0.0% of portfolio›$5.3K
Friedenthal Financial55
0.0% of portfolio›$4.5K
Reicon Wealth Advisors, LLC50
0.0% of portfolio›$4.1K
City State Bank42
0.0% of portfolio›$3.4K
Rosenberg Matthew Hamilton36
0.0% of portfolio›$2.9K
Beacon Capital Management, Inc.34
0.0% of portfolio›$2.8K
Reyes Financial Architecture, Inc.32
0.0% of portfolio›$2.6K
Nova Financial LLC27
0.0% of portfolio›$2.2K
First United Bank & Trust25
0.0% of portfolio›$2.0K
Rakuten Securities, Inc.15
0.0% of portfolio›$1.2K
Nemes Rush Group LLC15
0.0% of portfolio›$1.2K
Townsend Asset Management Corp11
0.0% of portfolio›$894
EverSource Wealth Advisors, LLC5
0.0% of portfolio›$406
MTM Investment Management, LLC3
0.0% of portfolio›$244
Quest 10 Wealth Builders, Inc.3
0.0% of portfolio›$244
American Capital Advisory, LLC1
0.0% of portfolio›$90
Toth Financial Advisory Corp1
0.0% of portfolio›$82
Moisand Fitzgerald Tamayo, LLC0
0.0% of portfolio›$1
StyleTurnoverLocationFiled
Bank of New York Mellon Corp
5,567,427$452.1M0.1%CoreLowNew York, NY2026-11-05
Assetmark, Inc
5,547,328$450.4M0.8%ETFLowConcord, CA2026-10-21
LPL Financial LLC
5,213,158$423.3M0.1%IndexVery LowFort Mill, SC2026-11-06
Rpoa Advisors, Inc.
3,717,842$301.9M9.0%ETFLowPlano, TX2026-10-19
PNC Financial Services Group, Inc.
2,781,253$225.8M0.1%GrowthVery LowPittsburgh, PA2026-11-06
Truist Financial Corp
2,699,340$219.2M0.3%CoreLowCharlotte, NC2026-10-30
AIA Group Ltd
1,520,324$123.5M1.5%GrowthMediumHong Kong, South Korea2026-10-30
Edge Wealth Management LLC
1,518,562$123.3M18.5%CoreLowNew York, NY2026-10-13
Citigroup Inc
1,255,835$102.0M0.0%CoreMediumNew York, NY2026-11-04
TFC Financial Management, Inc.
1,152,563$93.6M10.5%ETFVery LowBoston, MA2026-10-26
Americana Partners, LLC
1,048,179$85.1M1.8%CoreMediumHouston, TX2026-10-28
Lido Advisors, LLC
953,234$77.4M0.2%GrowthLowLos Angeles, CA2026-11-04
Wealth Enhancement Advisory Services, LLC
935,238$70.6M0.1%CoreLowPlymouth, MN2026-10-13
CWA Asset Management Group, LLC
891,943$72.4M2.1%CoreMediumNaples, FL2026-10-19
TD Private Client Wealth LLC
803,505$65.2M1.2%ETFLowNew York, NY2026-10-28
Beacon Investment Advisory Services, Inc.
777,479$63.1M2.4%GrowthLowMorristown, NJ2026-10-13
Atwood & Palmer Inc
766,834$62.3M3.2%CoreVery LowKansas City, MO2026-10-08
Fisher Asset Management, LLC
723,453$58.7M0.0%CoreLowPlano, TX2026-11-06
Transmarket Holdings LP
701,232$56.9M31.8%Deep ValueVery HighChicago, IL2026-10-27
US Bancorp \de\
686,599$55.8M0.1%IndexLowMinneapolis, MN2026-11-05
GenTrust, LLC
685,447$55.7M2.1%ETFLowMiami, FL2026-11-06
Evergreen Capital Management LLC
661,538$53.7M1.0%GARPMediumBellevue, WA2026-10-23
New Harbor Financial Group, LLC
575,960$46.8M7.0%ETFMediumWorcester, MA2026-10-22
Fifth Third Bancorp
544,445$44.2M0.1%IndexVery LowCincinnati, OH2026-11-05
Farther Finance Advisors, LLC
513,367$41.7M0.3%IndexLowSan Francisco, CA2026-10-08
Keybank National Association
477,559$38.8M0.1%CoreLowBrooklyn, OH2026-11-04
Cambridge Investment Research Advisors, Inc.
412,000$33.5K0.0%ETFLowFairfield, IA2026-11-02
Anchor Capital Advisors LLC
397,157$32.2M1.0%ValueMediumBoston, MA2026-11-05
Ballast, Inc.
381,412$31.0M5.8%ETFLowLexington, KY2026-10-20
Barclays PLC
348,683$28.3M0.0%CoreMediumLondon, United Kingdom2026-11-06
Mesirow Financial Investment Management, Inc.
346,678$28.1M0.4%CoreLowChicago, IL2026-11-05
Sigma Planning Corp
335,881$27.3M0.7%GrowthMediumAnn Arbor, MI2026-10-23
Financial Consulate, Inc
333,525$27.1M3.0%ETFLowHunt Valley, MD2026-10-23
Nixon Peabody Trust Co
317,516$25.8M1.7%GrowthLowBoston, MA2026-10-23
Kestra Advisory Services, LLC
310,015$25.2M0.1%CoreLowAustin, TX2026-11-02
CVS Health Corp
300,000$24.4M5.7%ETFMediumWoonsocket, RI2026-11-05
Barry Investment Advisors, LLC
298,068$24.2M4.6%ETFLowNew Bedford, MA2026-10-14
Dynamic Advisor Solutions LLC
286,510$23.3M0.7%ETFLowPhoenix, AZ2026-10-13
Global Trust Asset Management, LLC
280,654$22.8M7.1%GrowthMediumPalm Beach Gardens, FL2026-10-19
Amundi
267,600$21.7M0.0%CoreMediumParis, India2026-11-06
Ascent Group, LLC
254,460$20.7M0.6%CoreLowVirginia Beach, VA2026-10-30
Aspect Partners, LLC
245,690$20.0M7.5%ETFMediumFairfax, VA2026-10-20
Elevate Capital Advisors, LLC
231,557$18.8M10.8%ValueHighEagle, CO2026-11-02
Procyon Advisors, LLC
229,178$18.6M0.8%CoreVery LowShelton, CT2026-10-21
Ridgepath Capital Management LLC
227,386$18.5M10.1%ETFHighKnoxville, TN2026-10-29
Creative Planning
225,963$18.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Portfolio Design Labs, LLC
223,442$18.1M2.9%GrowthMediumEncino, CA2026-11-04
Commonwealth Equity Services, LLC
221,353$18.0M0.0%ETFLowWaltham, MA2026-11-02
DT Investment Partners, LLC
221,323$18.0M1.3%ETFVery LowChadds Ford, PA2026-10-27
Mader & Shannon Wealth Management, Inc.
217,817$17.7M7.3%ETFMediumKansas City, MO2026-11-02
Vigilare Wealth Management
214,563$17.4M5.3%ETFHighScottsdale, AZ2026-10-29
Clear Wave Wealth Management LLC
202,512$16.4M2.9%ETFN/ARed Bank, NJ2026-11-04
Montag A & Associates Inc
200,950$16.3M0.7%CoreLowAtlanta, GA2026-10-29
Insight 2811, Inc.
199,120$16.2M6.4%ETFVery LowChicago, IL2026-11-06
Camden National Bank
197,289$16.0M2.1%CoreVery LowCamden, ME2026-11-02
Park Avenue Securities LLC
189,271$15.4K0.0%ETFMediumNew York, NY2026-10-26
IFP Advisors, Inc
183,969$14.9M0.3%GrowthLowTampa, FL2026-10-16
Salomon & Ludwin, LLC
183,424$14.9M1.2%ETFVery LowRichmond, VA2026-10-29
Allspring Global Investments Holdings, LLC
182,474$14.8M0.0%CoreMediumCharlotte, NC2026-11-04
Ifrah Financial Services, Inc.
178,449$14.5M3.7%ETFLowLittle Rock, AR2026-10-13
D.A. Davidson & Co.
176,560$14.3M0.1%CoreLowGreat Falls, MT2026-10-28
Innova Wealth Partners
176,056$14.3M5.6%ETFHighNewtown, PA2026-10-21
Ashton Thomas Private Wealth, LLC
175,023$14.2M0.3%CoreMediumScottsdale, AZ2026-11-03
Syntax Research, Inc.
167,869$13.6M9.8%ETFMediumBoca Raton, FL2026-11-04
AdvisorNet Financial, Inc
160,942$13.1M0.6%ETFLowMinnetonka, MN2026-10-15
Spectrum Strategic Capital Management, LLC
157,146$12.8M6.3%ETFMediumCorvallis, OR2026-10-22
Apella Capital, LLC
152,694$12.4M0.2%ETFVery LowWest Hartford, CT2026-10-08
McKinley Carter Wealth Services, Inc.
150,751$12.2M0.6%ETFMediumWheeling, WV2026-10-16
MBA Advisors LLC
148,878$12.1M4.0%ETFLowHermitage, PA2026-10-29
Clearstead Advisors, LLC
146,567$11.9M0.1%ETFLowCleveland, OH2026-11-06
Premier Path Wealth Partners, LLC
143,819$11.7M1.4%GrowthMediumMadison, NJ2026-10-16
Roof Eidam Maycock Peralta, LLC
143,242$11.6M2.2%ETFVery LowSan Francisco, CA2026-10-15
Leuthold Group, LLC
142,902$11.6M1.1%ValueMediumMinneapolis, MN2026-11-04
Brookstone Capital Management
139,437$11.3M0.1%ETFMediumWheaton, IL2026-10-22
Shira Ridge Wealth Management
138,690$11.3M3.9%ETFLowLarkspur, CA2026-10-09
Capital Investment Services of America, Inc.
138,064$11.2M1.0%GrowthLowMilwaukee, WI2026-11-02
Alamar Capital Management, LLC
137,920$11.2M5.7%GrowthMediumSanta Barbara, CA2026-11-02
First Citizens Bank & Trust Co
130,993$10.6M0.2%CoreMediumRaleigh, NC2026-10-14
Concurrent Investment Advisors, LLC
128,138$10.4M0.1%GrowthMediumTampa, FL2026-10-16
Little House Capital LLC
127,950$10.4M2.3%CoreLowBraintree, MA2026-11-06
Parkway Wealth Management Group, LLC
127,095$10.3M1.2%ETFHighPlano, TX2026-10-20
First Heartland Consultants, Inc.
126,337$10.3M0.7%ETFMediumLake St. Louis, MO2026-10-08
Symmetry Partners, LLC
124,499$10.1M0.5%ETFLowGlastonbury, CT2026-10-27
Spire Wealth Management
122,692$10.0M0.3%GrowthMediumMclean, VA2026-10-30
Beacon Wealthcare LLC
122,440$9.9M3.2%ETFVery LowRaleigh, NC2026-10-02
Lake Hills Wealth Management, LLC
121,755$9.9M4.5%ETFVery HighAustin, TX2026-10-07
LWM Advisors Inc
120,443$9.8M7.4%ETFLowEl Dorado Hills, CA2026-10-08
James Investment Research, Inc.
119,274$9.7M1.0%CoreLowAlpha, OH2026-10-22
Mirae Asset Global Investments Co., Ltd.
118,435$9.6M0.0%GrowthLowSeoul, Malaysia2026-11-03
Buttonwood Financial Advisors Inc.
115,788$9.4M2.8%GARPLowBaltimore, MD2026-10-13
Brady Family Wealth, LLC
114,119$9.3M2.7%CoreVery LowSaint Louis, MO2026-11-02
Independent Wealth Advisors LLC
110,063$8.9M7.4%ETFLowCary, NC2026-10-27
Invariant Investment Management
107,818$8.7M5.1%ETFLowCamp Hill, PA2026-10-08
Midwest Heritage Bank, FSB
106,386$8.6M2.5%ETFVery LowWest Des Moines, IA2026-10-26
Eley Financial Management, Inc
105,131$8.5M2.8%ETFVery LowSouth Burlington, VT2026-11-03
JFS Wealth Advisors, LLC
104,400$8.5M0.4%ETFVery LowHermitage, PA2026-11-03
Integrated Advisors Network LLC
102,382$8.3M0.4%GrowthMediumDallas, TX2026-10-20
Durante & Waters, LLC
100,466$8.2M5.3%ETFVery LowBrewster, NY2026-10-28
Cabot Wealth Management Inc
99,708$8.1M0.8%CoreMediumBeverly, MA2026-11-05
Cerro Pacific Wealth Advisors LLC
98,620$8.0M1.7%GrowthLowSan Luis Obispo, CA2026-10-22
Alterna Wealth Management, Inc
98,169$8.0M4.4%ETFMediumHouston, TX2026-10-27
Patten & Patten Inc
92,826$7.5M0.4%CoreLowChattanooga, TN2026-10-26
Angeles Wealth Management, LLC
92,565$7.5M0.3%ETFLowSanta Monica, CA2026-10-26
KFA Private Wealth Group, LLC
91,782$7.5M1.8%ETFLowTysons, VA2026-10-07
Bison Wealth, LLC
90,230$7.3M0.6%GrowthMediumAtlanta, GA2026-10-13
Well Done, LLC
90,133$7.3M1.0%ETFLowHolland, MI2026-10-20
Boltwood Capital Management
88,031$7.1M1.6%ETFVery LowWalnut Creek, CA2026-10-02
Westwood Wealth Management
87,750$7.1M2.0%Agg GrowthHighLos Angeles, CA2026-10-29
Independent Solutions Wealth Management, LLC
87,434$7.1M0.9%GrowthLowWilliamsville, NY2026-10-28
Oppenheimer & Co Inc
86,931$7.1M0.1%CoreLowNew York, NY2026-10-26
Kooman & Associates
86,432$7.0M1.9%ETFLowAltoona, PA2026-10-21
Money Concepts Capital Corp
84,438$6.9M0.3%ETFMediumPalm Beach Gardens, FL2026-11-06
BayBridge Capital Group, LLC
83,383$6.8M3.6%GARPMediumLivermore, CA2026-10-13
Convergence Financial, LLC
82,841$6.7M0.9%ETFMediumColumbia, MO2026-10-27
Patriot Investment Management Group, Inc.
82,666$6.7M0.4%ETFVery LowKnoxville, TN2026-10-15
Kestra Private Wealth Services, LLC
82,126$6.7M0.1%GrowthLowAustin, TX2026-11-06
NBT Bank, N.A.
81,709$6.6M0.5%CoreLowNorwich, NY2026-10-21
Layline Advisors, LLC
81,238$6.6M6.0%ETFLowRochester, NY2026-11-02
JGP Wealth Management, LLC
80,998$6.6M0.6%CoreLowBend, OR2026-10-13
Great Lakes Retirement, Inc.
79,300$6.4M0.6%GrowthLowSandusky, OH2026-10-26
Able Wealth Management LLC
79,131$6.4M1.4%ETFMediumToms River, NJ2026-10-13
Fifth Third Securities, Inc.
77,645$6.3M0.3%ETFLowCincinnati, OH2026-10-21
Perigon Wealth Management, LLC
77,453$6.3M0.1%GrowthLowSan Francisco, CA2026-10-22
Strategic Blueprint, LLC
76,893$6.2M0.3%ETFLowAtlanta, GA2026-10-22
Fidelity D & D Bancorp Inc
76,506$6.2M2.1%ETFVery LowScranton, PA2026-11-05
Focus Financial Network, Inc.
73,941$6.0M0.2%ETFLowMinneapolis, MN2026-10-14
Semitam Bonam LLC
72,854$5.9M4.1%ETFVery LowGoshen, NY2026-10-27
Ameraudi Asset Management, Inc.
72,778$5.9M2.7%ETFMediumNew York, NY2026-11-05
Crescent Grove Advisors, LLC
72,525$5.9M0.5%ETFLowLake Forest, IL2026-10-21
SevenBridge Financial Group, LLC
71,424$5.8M0.9%CoreLowHarrisburg, PA2026-10-26
Davenport & Co LLC
71,238$5.8M0.0%CoreMediumRichmond, VA2026-10-14
Biltmore Family Office, LLC
70,912$5.8M0.8%GrowthLowCharlotte, NC2026-11-03
Koa Wealth Management, LLC
69,769$5.7M3.7%CoreLowEncinitas, CA2026-10-14
Peoples Bank
68,965$5.6M2.6%ETFLowMarietta, OH2026-10-26
Aries Wealth Management
68,299$5.5M1.1%CoreVery LowPortland, ME2026-10-23
ARS Wealth Advisors Group, LLC
67,225$5.5M0.4%CoreLowSt. Petersburg, FL2026-10-16
Guidance Capital, Inc
66,854$5.4M1.2%ETFMediumLousville, KY2026-11-03
AlphaCentric Advisors LLC
66,011$5.4M4.8%CoreHighSan Juan, PR2026-11-03
Glenview Trust Co
65,985$5.4M0.1%GrowthVery LowLouisville, KY2026-10-28
NorthCrest Asset Manangement, LLC
65,719$5.3M0.1%GrowthLowPlymouth, MN2026-10-13
Wealth Enhancement Trust Services, Inc.
65,541$5.3M0.6%GrowthMediumSioux Falls, SD2026-10-07
MinichMacGregor Wealth Management, LLC
64,025$5.2M0.8%ETFHighSaratoga Springs, NY2026-10-14
Citizens Financial Group Inc
62,234$5.1M0.1%GrowthLowProvidence, RI2026-10-23
Connecticut Wealth Management, LLC
62,171$5.0M0.2%ETFLowFarmington, CT2026-10-13
Thayer Partners, LLC / MA
61,926$5.0M2.1%ETFVery LowWyndmoor, PA2026-11-06
Oppenheimer Asset Management Inc.
61,779$5.0M0.1%CoreMediumNew York, NY2026-10-27
Wealthcare Advisory Partners LLC
60,663$4.9M0.1%ETFLowWest Chester, PA2026-10-21
Liberty Atlantic Advisors LLC
60,619$4.9M3.1%ETFLowOlympia, WA2026-10-14
Greenspring Advisors, LLC
60,107$4.9M0.2%ETFVery LowTowson, MD2026-11-05
Parallel Advisors, LLC
60,081$4.9M0.1%IndexLowSan Francisco, CA2026-11-03
Atria Investments, Inc
58,364$4.7M0.0%CoreMediumCharlotte, NC2026-10-15
Globalt Investments LLC / GA
58,125$4.7M0.2%ETFLowAtlanta, GA2026-10-27
UMB Bank, n.a.
57,410$4.7M0.1%CoreLowKansas City, MO2026-11-06
Petros Family Wealth, LLC
56,168$4.6M2.7%GrowthMediumBloomington, MN2026-10-28
MFA Wealth Services
55,079$4.5M2.7%ETFLowThousand Oaks, CA2026-10-14
SigFig Wealth Management, LLC
54,867$4.5M0.1%ETFLowSan Francisco, CA2026-10-07
Blue Fin Capital, Inc.
54,661$4.4M0.6%GrowthVery LowWarren, RI2026-10-28
Eagle Global Advisors LLC
53,789$4.4M0.1%CoreLowHouston, TX2026-11-02
Flagship Private Wealth, LLC
53,649$4.4M1.5%ETFLowWoburn, MA2026-11-05
Israel Discount Bank of New York
53,155$4.3M7.8%ETFMediumNew York, NY2026-10-14
Balefire, LLC
52,893$4.3M0.7%ETFMediumDallas, TX2026-10-09
Gemmer Asset Management LLC
52,665$4.3M0.3%ETFLowWalnut Creek, CA2026-10-16
LightSquare Wealth Management, LLC
52,521$4.3M2.9%ETFN/ABingham Farms, MI2026-11-03
Sugar Maple Asset Management, LLC
51,168$4.2M2.4%ETFMediumSister Bay, WI2026-10-13
Perennial Advisors, LLC
50,376$4.1M0.6%CoreLowNew York, NY2026-10-13
Cambiar Investors LLC
50,371$4.1M0.2%ValueMediumDenver, CO2026-11-04
J.W. Cole Advisors, Inc.
50,207$4.1M0.1%IndexLowTampa, FL2026-11-05
Private Advisory Group LLC
50,178$4.1M0.2%GrowthMediumRedmond, WA2026-11-06
Samalin Investment Counsel, LLC
49,405$4.0M1.3%YieldMediumChappaqua, NY2026-10-23
Hudock, Inc.
49,261$4.0M0.5%ETFLowWilliamsport, PA2026-10-14
PW Nova Financial Services LLC
48,091$3.9M0.8%ETFLowNewtown, PA2026-10-15
Corecam Pte. Ltd.
46,269$3.8M1.6%ETFMediumSingapore, Turkey2026-10-23
Pinion Investment Advisors, LLC
46,149$3.7M0.7%ETFLowWichita, KS2026-11-04
Martin Capital Partners, LLC
45,903$3.7M1.3%YieldLowEugene, OR2026-10-07
Prospera Financial Services Inc
45,879$3.7M0.0%CoreMediumDallas, TX2026-11-04
Independent Financial Group, LLC
44,695$3.6M0.1%GrowthLowSan Diego, CA2026-10-13
AUA Capital Management, LLC
44,222$3.6M1.7%ETFVery LowMechanicsburg, PA2026-10-15
Laurel Wealth Advisors LLC
43,639$3.5M0.3%CoreVery LowCharlotte, NC2026-10-27
StrongBox Wealth, LLC
43,630$3.5M0.9%GrowthLowLee'S Summit, MO2026-11-02
Westside Investment Management, Inc.
43,516$3.5M0.5%GrowthLowSanta Monica, CA2026-11-02
Bfsg, LLC
43,032$3.5M0.3%CoreLowIrvine, CA2026-10-30
Rooted Wealth Advisors, Inc.
42,303$3.5M0.9%ETFLowBourbonnais, IL2026-11-03
Carlton Hofferkamp & Jenks Wealth Management, LLC
41,949$3.4M1.1%ETFLowThe Woodlands, TX2026-10-21
Winch Advisory Services, LLC
41,886$3.4M0.7%GrowthVery LowAppleton, WI2026-11-06
Apollon Wealth Management, LLC
41,819$3.4M0.0%GrowthLowMount Pleasant, SC2026-10-23
Verdence Capital Advisors LLC
41,221$3.3M0.1%CoreMediumHunt Valley, MD2026-10-26
Topel & Distasi Wealth Management, LLC
40,586$3.3M1.6%ETFVery LowBerkeley, CA2026-11-05
Mascoma Wealth Management LLC
40,186$3.3M0.6%ETFVery LowHanover, NH2026-10-23
Compass Wealth Management, LLC
39,909$3.2M1.3%ETFMediumAtlanta, GA2026-10-30
Discipline Wealth Solutions, LLC
39,791$3.2M0.3%ETFLowGreenville, SC2026-10-14
Aspiriant, LLC
39,257$3.2M0.1%ETFVery LowLos Angeles, CA2026-10-16
Compound Planning, Inc.
38,937$3.2M0.1%CoreLowNew York, NY2026-11-05
AlphaCore Capital LLC
38,906$3.2M0.1%ETFLowLa Jolla, CA2026-11-04
Allworth Financial LP
38,757$3.2M0.0%IndexLowFolsom, CA2026-11-06
Wright Wealth LLC
38,738$3.1M1.8%ETFLowAtlanta, GA2026-10-29
Stephen J. Garry & Associates, LLC
38,600$3.1M2.5%ETFVery LowGarden City, NY2026-11-05
HCR Wealth Advisors
38,597$3.1M0.2%GrowthLowLos Angeles, CA2026-10-15
Tactive Advisors, LLC
38,348$3.1M0.7%ETFHighJacksonville, FL2026-10-08
Financial Management Network Inc
38,330$3.1M0.4%ETFLowMission Viejo, CA2026-10-09
DSG Capital Advisors, LLC
37,760$3.1M0.4%GrowthLowEdina, MN2026-11-05
Plan Group Financial, LLC
37,516$3.1M0.6%ETFMediumOklahoma City, OK2026-10-22
Arrow Investment Advisors, LLC
37,297$3.0M2.6%Agg GrowthMediumLaurel, MD2026-11-02
Harbor Investment Advisory, LLC
36,978$3.0M0.2%GrowthLowLutherville, MD2026-10-13
Traphagen Investment Advisors LLC
36,819$3.0M0.2%ETFLowOradell, NJ2026-10-14
Birch Financial Group, LLC
36,557$3.0M1.4%CoreLowKeene, NH2026-10-27
Trilogy Capital Inc.
36,331$3.0M0.1%ETFMediumIrvine, CA2026-10-20
RFG Advisory, LLC
36,048$2.9M0.0%ETFMediumBirmingham, AL2026-11-03
Community Bank, N.A.
34,882$2.8M0.3%CoreVery LowDewitt, NY2026-11-06
Investment House LLC
34,114$2.8M0.1%CoreMediumRedondo Beach, CA2026-10-21
W.G. Shaheen & Associates DBA Whitney & Co
33,388$2.7M0.2%CoreLowRochester, NY2026-11-03
Beam Wealth Advisors, Inc.
32,529$2.6M0.6%ETFMediumCovington, LA2026-11-03
Charles Schwab Trust Co
31,818$2.6M0.1%ETFLowHenderson, NV2026-10-15
Single Point Partners, LLC
31,526$2.6M0.5%ETFVery LowBoston, MA2026-10-19
Heritage Wealth Management, Inc.
31,508$2.6M0.9%ETFLowSan Diego, CA2026-10-27
Axxcess Wealth Management, LLC
31,338$2.5M0.1%CoreLowCarlsbad, CA2026-10-21
Patten Group, Inc.
31,296$2.5M0.4%CoreLowChattanooga, TN2026-10-26
Christensen, King & Associates Investment Services, Inc.
30,574$2.5M0.9%ETFVery LowRichland, WA2026-10-22
SFG Wealth Management, Llc.
30,432$2.5M0.9%ETFMediumTowson, MD2026-10-23
Noble Family Wealth, LLC
30,369$2.5M0.4%ETFVery LowClearwater, FL2026-10-26
Wedbush Securities Inc
29,775$2.4K0.0%CoreLowPasadena, CA2026-10-22
Integras Partners LLC
29,773$2.4M1.3%CoreLowAlpharetta, GA2026-10-30
Private Management Group Inc
29,736$2.4M0.1%YieldLowIrvine, CA2026-11-04
Enclave Advisors LLC
29,381$2.4M0.3%ETFMediumAustin, TX2026-10-14
Ritholtz Wealth Management
29,203$2.4M0.0%IndexLowNew York, NY2026-11-05
Chesley Taft & Associates LLC
29,161$2.4M0.1%CoreLowChicago, IL2026-10-13
TFB Advisors LLC
28,711$2.3M0.9%ETFLowOverland Park, KS2026-11-02
Welch Group, LLC
28,686$2.3M0.1%CoreVery LowBirmingham, AL2026-10-29
SpringVest Wealth Management LLC
28,061$2.3M1.4%ETFLowDallas, TX2026-10-27
Archford Capital Strategies, LLC
28,028$2.3M0.2%GrowthMediumSwansea, IL2026-10-19
RMR Wealth Builders
27,944$2.3M0.1%ETFLowMontclair, NJ2026-10-22
Merit Financial Group, LLC
27,868$2.3M0.0%ETFLowAlpharetta, GA2026-11-06
EPG Wealth Management LLC
27,862$2.3M0.5%GrowthLowAtlanta, GA2026-11-03
Realta Investment Advisors
27,473$2.2M0.7%GrowthMediumWilmington, DE2026-10-14
VestGen Advisors, LLC
27,453$2.2M0.1%GrowthMediumChicago, IL2026-10-27
StoneX Group Inc.
27,260$2.2M0.1%ETFMediumNew York, NY2026-11-03
United Community Bank
27,230$2.2M0.7%CoreLowGreenville, SC2026-10-28
Cullen T Bankers, Inc.
27,166$2.2M0.0%GrowthLowSan Antonio, TX2026-10-28
Family Wealth Partners, LLC
27,101$2.2M0.7%ETFLowMatthews, NC2026-10-20
Wealthcare Capital Management LLC
26,964$2.2M0.2%ETFVery LowRichmond, VA2026-10-21
Choreo, LLC
26,914$2.2M0.0%IndexLowRockford, IL2026-10-28
Howard Capital Management, LLC
26,882$2.2M0.0%ETFHighAlpharetta, GA2026-10-16
Cahaba Wealth Management, Inc.
26,794$2.2M0.1%ETFVery LowAtlanta, GA2026-10-26
Laurel OAK Wealth Management, LLC
26,578$2.2M0.3%GrowthLowMarlton, NJ2026-10-19
Diversify Wealth Management, LLC
26,571$2.2M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
26,571$2.2M0.0%GrowthLowSandy, UT2026-10-20
Robertson Stephens Wealth Management, LLC
26,556$2.2M0.1%ETFMediumSan Francisco, CA2026-10-16
Essential Planning, Llc.
26,504$2.2M0.6%ETFLowPortsmouth, NH2026-10-21
Midwest Trust Co
26,388$2.1M0.0%CoreLowOverland Park, KS2026-10-22
Auxano Advisors, LLC
26,122$2.1M0.4%GrowthLowBellevue, WA2026-11-06
Shrier Wealth Management, LLC
26,096$2.1M0.7%CoreVery LowLos Angeles, CA2026-10-20
Whitcomb & Hess, Inc.
26,033$2.1M0.5%ETFVery LowAshland, OH2026-10-07
NTV Asset Management LLC
25,967$2.1M0.2%GrowthLowCharleston, WV2026-10-23
United Asset Strategies, Inc.
25,891$2.1M0.1%GrowthLowGarden City, NY2026-10-28
B. Riley Wealth Advisors, Inc.
25,459$2.1M0.1%GrowthLowMemphis, TN2026-10-13
Bright Futures Wealth Management, Llc.
25,227$2.0M1.4%CoreHighWebster, Ny 14580, NY2026-10-23
J. Safra Sarasin Holding AG
25,000$2.0M0.0%CoreMediumBasel, Switzerland2026-10-26
International Private Wealth Advisors LLC
24,928$2.0M0.8%CoreMediumSan Diego, CA2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
24,604$2.0M0.0%GrowthVery LowSeattle, WA2026-10-27
Lodestar Private Asset Management LLC
24,527$2.0M0.2%ETFLowAlamo, CA2026-10-26
Cooper Financial Group
24,439$2.0M0.2%GrowthMediumIrvine, CA2026-10-07
Penobscot Investment Management Company, Inc.
24,275$2.0M0.1%GrowthLowBoston, MA2026-10-26
Midwest Professional Planners, Ltd.
23,979$1.9M0.4%GrowthMediumWausau, WI2026-10-29
LFA - Lugano Financial Advisors SA
23,727$1.9M1.1%ETFLowLugano, Switzerland2026-11-03
Camelot Technology Advisors, Inc.
23,555$1.9M1.3%ETFLowSan Francisco, CA2026-10-09
Shepherd Financial Partners LLC
23,496$1.9M0.2%ETFLowWinchester, MA2026-11-03
Financial Harvest, LLC
23,394$1.9M0.9%ETFVery LowWinter Park, FL2026-10-15
Norris Perne & French LLP
23,378$1.9M0.1%GrowthLowGrand Rapids, MI2026-10-23
West Paces Advisors Inc.
23,363$1.9M0.3%ETFLowAtlanta, GA2026-10-13
TriaGen Wealth Management LLC
23,041$1.9M0.5%CoreMediumCalabasas, CA2026-10-14
Towercrest Capital Management
22,937$1.9M0.3%ETFVery LowNewtown, PA2026-10-23
Woodard & Co Asset Management Group Inc
22,530$1.8M0.3%ETFMediumBermuda Run, NC2026-11-03
Councilor Wealth, LLC
22,436$1.8M0.8%ETFLowBethesda, MD2026-10-09
Founders Grove Wealth Partners, LLC
22,096$1.8M0.4%ETFLowRichmond, VA2026-10-16
Argyle Capital Partners, LLC
22,067$1.8M1.1%CoreLowLos Angeles, CA2026-10-23
Milestones Private Investment Advisors LLC
22,062$1.8M1.5%ETFMediumFairport, NY2026-10-19
First Horizon Corp
21,863$1.8M0.1%CoreLowMemphis, TN2026-10-26
MV Capital Management, Inc.
21,582$1.8M0.2%ETFLowBethesda, MD2026-10-29
Kelleher Financial Advisors
21,561$1.8M0.5%CoreMediumNew York, NY2026-10-30
Redhawk Wealth Advisors, Inc.
21,545$1.7M0.2%ETFHighMinneapolis, MN2026-10-14
Integrity Alliance, Llc.
21,412$1.7M0.1%ETFMediumUrbandale, IA2026-10-29
Tuttle Capital Management, LLC
21,200$1.7M0.7%GrowthHighRiverside, CT2026-10-21
HB Wealth Management, LLC
21,166$1.7M0.0%IndexVery LowAtlanta, GA2026-10-23
Avior Wealth Management, LLC
21,165$1.7M0.0%ETFMediumOmaha, NE2026-10-13
Verus Capital Partners, LLC
21,047$1.7M0.1%GrowthLowScottsdale, AZ2026-11-03
Titleist Asset Management, LLC
21,017$1.7M0.1%ETFLowSan Antonio, TX2026-10-08
Investment Research Partners LLC
20,950$1.7M0.6%CoreLowLemont, PA2026-10-19
William Howard & Co Financial Advisors Inc
20,562$1.7M1.3%ETFVery LowMemphis, TN2026-11-04
Mcdonald Partners LLC
20,467$1.7M0.4%CoreLowCleveland, OH2026-11-03
Deutsche Bank Ag\
20,450$1.7M0.0%CoreMediumFrankfurt Am Main, Hong Kong2026-11-06
TD Waterhouse Canada Inc.
20,379$1.7M0.0%CoreLowToronto, Australia2026-10-16
Ndwm LLC
20,299$1.6M0.9%ETFMediumLa Jolla, CA2026-11-05
Bucket List Wealth Management, LLC
20,228$1.6M0.8%ETFMediumThe Villages, FL2026-10-22
Goelzer Investment Management, Inc.
19,619$1.6M0.1%GrowthLowCarmel, IN2026-10-16
Pacific Park Financial, Inc.
19,609$1.6M0.9%ETFMediumLagina Hills, CA2026-10-13
Stonebridge Financial Group, LLC
19,571$1.6M0.1%ETFMediumWormleysburg, PA2026-10-01
Objective Capital Management, LLC
19,494$1.6M1.4%ETFLowFairlawn, OH2026-10-13
Quadrant Capital Group LLC
19,339$1.6M0.0%CoreLowCincinnati, OH2026-10-20
Allstreet Capital Advisors LLC
19,226$1.6M1.0%ETFVery LowLos Angeles, CA2026-11-04
Ted Buchan & Co
19,179$1.6M0.5%ETFLowSan Diego, CA2026-10-23
Lanark Financial, Inc.
19,108$1.6M0.1%CoreMediumBirmingham, AL2026-10-26
Waystone Advisors LLC
18,884$1.6M1.2%ETFLowRedmond, WA2026-10-16
OpenArc Corporate Advisory, LLC
18,873$1.5M0.0%GrowthLowAtlanta, GA2026-10-21
Robinson Value Management, Ltd.
18,860$1.5M0.8%YieldHighSan Antonio, TX2026-10-20
Trek Financial, LLC
18,770$1.5M0.1%ETFHighScottsdale, AZ2026-10-29
Vise Technologies, Inc.
18,599$1.5M0.0%IndexLowNew York, NY2026-10-29
Legacy Wealth Partners, LLC
18,421$1.5M0.3%ETFHighLakewood, CO2026-10-15
Formidable Asset Management, LLC
18,276$1.5M0.2%CoreLowCincinnati, OH2026-11-03
Buska Wealth Management, LLC
17,722$1.4M0.5%ETFMediumWausau, WI2026-10-08
Freestate Advisors LLC
17,592$1.4M1.1%ETFVery LowOverland Park, KS2026-10-09
Park Edge Advisors, LLC
17,566$1.4M0.3%CoreMediumCleveland, OH2026-10-28
Chemistry Wealth Management LLC
17,395$1.4M0.2%CoreLowNew York, NY2026-10-16
Prairie Advisory, LLC
17,192$1.4M0.2%ETFN/ALeawood, KS2026-10-19
Vestor Capital, LLC
16,869$9.1K0.6%ValueMediumChicago, IL2026-11-04
Hutchens & Kramer Investment Management Group, LLC
16,741$1.4M0.4%ETFLowIndianapolis, IN2026-10-16
Wlth Capital Management, LLC
16,705$1.4M8.3%ETFN/AChandler, AZ2026-10-20
Meridian Wealth Management, LLC
16,684$1.4M0.0%GrowthLowLexington, KY2026-11-05
Mullooly Asset Management, Inc.
16,459$1.3M0.4%ETFVery LowWall Township, NJ2026-10-30
Asset One Wealth Management LLC
16,246$1.3M0.1%GrowthLowBellevue, WA2026-11-02
Independent Wealth Network Inc.
16,106$1.3M0.3%ETFMediumUrbandale, IA2026-10-19
Nvwm, LLC
15,968$1.3M0.2%GrowthMediumYardley, PA2026-10-14
TrustWell Financial Advisors, LLC
15,852$1.3M1.1%ETFMediumJacksonville, FL2026-10-15
Canandaigua National Trust Co of Florida
15,806$1.3M0.7%CoreLowCanandaigua, NY2026-10-07
Stronghold Wealth Management L.L.C.
15,793$1.3M1.8%CoreLowTampa, FL2026-10-16
Strategy Asset Managers LLC
15,669$1.3M0.2%CoreLowPasadena, CA2026-10-14
True Private Wealth Advisors
15,517$1.3M0.1%ETFMediumSalem, OR2026-10-19
Rockland Trust Co
15,459$1.3M0.0%CoreLowHanover, MA2026-10-05
Summa Corp.
15,394$1.2M0.3%Agg GrowthLowThe Woodlands, TX2026-10-30
4J Wealth Management LLC
15,377$1.2M0.6%ETFMediumMclean, VA2026-11-02
King Luther Capital Management Corp
14,935$1.2M0.0%CoreLowFort Worth, TX2026-11-05
Ascentis Independent Advisors
14,791$1.2M0.1%ETFLowDallas, TX2026-11-03
Golden State Wealth Management, LLC
14,774$1.2M0.1%ETFMediumSanta Ana, CA2026-11-02
Finer Wealth Management, Inc.
14,712$1.2M0.5%GrowthLowSalem, MA2026-10-16
Warner Financial, Inc
14,475$1.2M0.3%ETFVery LowBethesda, MD2026-11-06
WBH Advisory Inc
14,364$1.2M0.1%ETFLowBaltimore, MD2026-11-05
Platform Technology Partners
14,286$1.2M0.2%CoreVery LowLocust Valley, NY2026-11-02
Zega Investments, LLC
14,235$1.2M0.1%GrowthMediumPalm Beach Gardens, FL2026-11-04
L.K. Benson & Company, P.C.
14,164$1.2M0.3%YieldVery LowTimonium, MD2026-10-23
Oliver Luxxe Assets LLC
14,063$1.1M0.2%ValueMediumGladstone, NJ2026-10-14
Chapin Davis, Inc.
14,046$1.1M0.2%GrowthHighBaltimore, MD2026-10-09
Financial Management Professionals, Inc.
14,041$1.1M0.1%ETFMediumAustin, TX2026-10-23
Aviance Capital Partners, LLC
13,909$1.1M0.1%CoreLowNaples, FL2026-10-29
GFS Advisors, LLC
13,786$1.1M0.1%CoreLowHouston, TX2026-11-03
Marshall & Sterling Wealth Advisors Inc.
13,580$1.1M0.6%ETFMediumPoughkeepsie, NY2026-10-28
MassMutual Private Wealth & Trust, FSB
13,551$1.1M0.0%CoreLowSpringfield, MA2026-10-05
Invested Advisors
13,508$1.1M0.9%CoreMediumState College, PA2026-10-23
Carnegie Investment Counsel
13,487$1.1M0.0%CoreLowPepper Pike, OH2026-10-20
Evanson Financial, LLC
13,462$1.1M0.1%ETFN/AMclean, VA2026-10-23
Acorn Wealth Advisors, LLC
13,385$1.1M0.3%ETFLowGrand Blanc, MI2026-10-19
Valpey Financial Services, LLC
13,315$1.1M0.6%ETFVery LowConcord, NH2026-10-30
Foundry Financial Group, Inc.
13,314$1.1M0.4%ETFLowLaconia, NH2026-10-28
Cogent Private Wealth, Inc.
13,246$1.1M0.6%ETFMediumOrlando, FL2026-11-06
Compass Ion Advisors, LLC
13,140$1.1M0.1%ETFVery LowConshohocken, PA2026-10-23
Clear Retirement Advice LLC
13,029$1.1M0.7%ETFVery LowSan Mateo, CA2026-10-22
Cdkv Holdings LLC
12,871$1.0M0.8%ETFMediumDenver, CO2026-10-28
Advanced Asset Management Advisors Inc
12,822$1.0M0.3%CoreVery LowDublin, OH2026-10-20
Bank Julius Baer & Co. Ltd, Zurich
12,615$1.0M0.0%GrowthMediumZurich, Switzerland2026-10-29
Savant Capital, LLC
12,525$1.0M0.0%IndexVery LowRockford, IL2026-11-06
Parsons Capital Management Inc
12,513$1.0M0.0%CoreLowProvidence, RI2026-10-28
Elevation Point Wealth Partners, LLC
12,320$1.0M0.0%CoreHighDenver, CO2026-11-05
Guardian Partners Inc.
12,212$991.6K0.1%ValueMediumToronto, South Africa2026-10-21
DMC Group, LLC
12,208$991.3K0.7%CoreMediumBirmingham, AL2026-10-26
MSH Capital Advisors LLC
12,163$987.6K0.2%CoreLowScottsdale, AZ2026-11-03
Mission Wealth Management, LP
11,993$973.8K0.0%ETFLowSanta Barbara, CA2026-10-15
AMG National Trust Bank
11,953$970.6K0.0%ETFLowGreenwood Village, CO2026-11-05
Calamos Wealth Management LLC
11,768$955.6K0.0%GrowthMediumNaperville, IL2026-11-02
Accurate Wealth Management, LLC
11,733$952.6K0.1%CoreMediumWesley Chapel, FL2026-10-20
Clientfirst Wealth Management, LLC
11,689$949.1K0.7%Deep ValueVery LowLittle Rock, AR2026-11-04
Journey Advisory Group, LLC
11,600$941.9K0.1%CoreMediumCovington, KY2026-11-04
Capital Investment Advisors, LLC
11,467$931.1K0.0%CoreLowAtlanta, GA2026-10-22
RDA Financial Network
11,449$929.6K0.2%GrowthMediumAkron, IA2026-10-15
Mariner Investment Group LLC
11,444$929.3K0.2%ETFHighNew York, NY2026-11-04
Simplicity Wealth,LLC
11,415$926.9K0.0%ETFLowSummit, NJ2026-10-23
Tillman Hartley LLC
11,327$919.8K0.2%ETFLowOrlando, FL2026-11-06
Signal Advisors Wealth, LLC
11,273$915.4K0.0%ETFLowDetroit, MI2026-10-13
Flagship Harbor Advisors, LLC
11,179$907.7K0.0%ETFMediumBoston, MA2026-10-26
San Luis Wealth Advisors LLC
11,142$904.7K0.1%CoreMediumSan Luis Obispo, CA2026-10-27
MBL Wealth, LLC
11,018$894.7K0.1%ETFLowCharlotte, NC2026-10-22
Regions Financial Corp
10,961$890.0K0.0%CoreLowBirmingham, AL2026-11-05
Graetz Wealth LLC
10,948$889.0K0.7%ETFMediumJenison, MI2026-10-27
Daymark Wealth Partners, LLC
10,897$884.8K0.0%CoreLowCincinnati, OH2026-11-04
Blue Capital, Inc.
10,762$873.9K0.5%CoreHighOmaha, NE2026-10-13
Wealth Advisory Solutions, LLC
10,746$872.6K0.2%ETFLowZionsville, IN2026-10-20
Personal CFO Solutions, LLC
10,742$872.3K0.1%CoreMediumChester, NJ2026-11-06
Freedom Day Solutions, LLC
10,722$870.6K0.2%CoreLowHouston, TX2026-10-20
Vicus Capital
10,698$868.7K0.1%ETFMediumState College, PA2026-11-05
Alhambra Investment Management LLC
10,660$865.6K0.4%CoreLowPalmetto Bay, FL2026-10-15
Canvas Wealth Advisors, LLC
10,600$864.7K0.1%GrowthLowShawnee, KS2026-11-02
Simon Quick Advisors, LLC
10,545$856.3K0.0%ETFLowMorristown, NJ2026-10-26
Alliance Wealth Management Group
10,393$843.9K0.2%ETFLowFlemington, NJ2026-10-29
Hunter Associates Investment Management LLC
10,117$8220.0%CoreLowPittsburgh, PA2026-10-26
Northcape Wealth Management, LLC
10,089$819.2K0.2%CoreLowWilliamsville, NY2026-11-04
XY Planning Network, Inc.
10,040$815.2K0.1%ETFLowBozeman, MT2026-10-14
Rossby Financial, LCC
10,030$814.4K0.1%ETFMediumMelbourne, FL2026-11-05
Maseco LLP
9,977$810.2K0.0%ETFVery LowLondon, United Kingdom2026-10-27
SeaCrest Wealth Management, LLC
9,877$802.0K0.1%GrowthLowPurchase, NY2026-10-21
Root Financial Partners, LLC
9,761$792.6K0.0%ETFMediumEncinitas, CA2026-10-21
Amarillo National Bank
9,699$787.6K0.1%ETFVery LowAmarillo, TX2026-10-23
Lee Financial Co
9,661$784.5K0.1%ETFVery LowDallas, TX2026-10-16
Walser Wealth Management Company, A Ltd Liability Co
9,622$781.3K0.3%GrowthHighTampa, FL2026-10-15
CX Institutional
9,555$7760.0%CoreMediumAuburn, IN2026-10-02
Pinnacle Wealth Planning Services, Inc.
9,436$766.2K0.1%GARPLowMansfield, OH2026-10-27
Barrett & Company, Inc.
9,349$759.1K0.2%ETFLowProvidence, RI2026-10-22
Financial Perspectives, Inc
9,329$757.5K0.2%GrowthVery LowMinneapolis, MN2026-11-03
Moneco Advisors, LLC
9,284$753.9K0.0%ETFLowFairfield, CT2026-11-05
Independence Financial Advisors, LLC
9,256$751.6K0.2%ETFMediumFranklin, NH2026-10-08
Canopy Partners, LLC
9,211$748.0K0.2%GrowthLowCincinnati, OH2026-10-28
Traynor Capital Management, Inc.
9,200$747.0K0.0%GrowthLowMalvern, PA2026-10-29
Bond & Devick Financial Network, Inc.
9,162$744.0K0.2%ETFVery LowSt. Louis Park, MN2026-10-23
New South Capital Management Inc
9,125$741.0K0.0%ValueLowMemphis, TN2026-11-05
Mezzasalma Advisors, LLC
9,101$739.0K0.1%GrowthLowTinton Falls, NJ2026-10-14
Krilogy Financial LLC
9,052$734.8K0.0%GrowthLowSt. Louis, MO2026-10-13
Sowell Financial Services LLC
9,030$733.2K0.0%CoreLowNorth Little Rock, AR2026-10-23
Benedict Financial Advisors Inc
8,989$729.9K0.1%CoreVery LowAtlanta, GA2026-10-07
Bright Financial Advisors, Inc.
8,855$719.0K0.3%ETFVery LowPortage, MI2026-10-23
Fjell Capital, LLC
8,694$705.9K0.4%GrowthLowFargo, ND2026-10-13
Old National Bancorp
8,687$705.4K0.0%CoreLowEvansville, IN2026-10-20
Crestwood Advisors Group, LLC
8,612$699.3K0.0%GrowthLowBoston, MA2026-10-27
Bingham Private Wealth, LLC
8,603$698.6K0.5%CoreMediumSan Francisco, CA2026-11-05
Clear Creek Financial Management, LLC
8,567$695.7K0.1%ETFMediumSilverdale, WA2026-10-28
Capital Investment Advisory Services, LLC
8,539$693.0K0.0%CoreMediumRaleigh, NC2026-10-30
North Capital, Inc.
8,495$689.7K0.5%ETFLowSalt Lake City, UT2026-10-16
SkyOak Wealth, LLC
8,386$680.9K0.1%ETFLowSouthfield, MI2026-10-28
Gouws Capital LLC
8,300$674.0K0.3%GrowthVery LowCharlotte, NC2026-10-09
Obermeyer Wealth Partners
8,218$667.3K0.0%GrowthLowAspen, CO2026-10-21
Pinnacle Associates LTD
8,075$655.7K0.0%CoreLowNew York, NY2026-10-20
Factor Wealth Management LTD
8,052$653.8K0.1%ETFLowChicago, IL2026-10-08
Level Four Advisory Services, LLC
8,013$650.7K0.0%CoreLowDallas, TX2026-11-06
Csenge Advisory Group
7,933$644.2K0.0%ETFMediumClearwater, FL2026-11-04
Peddock Capital Advisors, LLC
7,929$643.8K0.1%GrowthLowBraintree, MA2026-10-16
Burke & Herbert Bank & Trust Co
7,924$643.4K0.2%CoreVery LowAlexandria, VA2026-11-02
Beacon Financial Group
7,874$639.4K0.1%ETFMediumDallas, TX2026-10-19
Purus Wealth Management, LLC
7,786$632.2K0.2%Agg GrowthVery LowNewport Beach, CA2026-10-15
Element Pointe Advisors, LLC
7,717$626.6K0.1%ETFLowMiami, FL2026-10-21
Modera Wealth Management, LLC
7,695$624.9K0.0%ETFVery LowWestwood, NJ2026-10-28
Retirement Planning Group, LLC
7,643$620.6K0.0%ETFVery LowLeawood, KS2026-10-19
Seed Wealth Management, Inc.
7,575$615.1K0.4%ETFMediumEvanston, IL2026-10-20
Live Oak Private Wealth LLC
7,503$609.2K0.1%ValueLowWilmington, NC2026-11-02
SBI Securities Co., Ltd.
7,475$607.0K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Avail Investment Partners, LLC
7,442$604.3K0.4%CoreMediumLemont, PA2026-10-16
Klingman & Associates, LLC
7,438$604.0K0.0%ETFVery LowNew York, NY2026-10-20
A. D. Beadell Investment Counsel, Inc.
7,430$6030.0%ValueLowMequon, WI2026-10-14
Mccarter Private Wealth Services LLC
7,303$593.0K0.2%CoreLowBoston, MA2026-10-22
Pekin Hardy Strauss, Inc.
7,280$591.1K0.1%ValueMediumChicago, IL2026-11-02
Capital Asset Advisory Services LLC
7,275$593.1K0.0%ETFLowWilliamston, MI2026-10-30
Diversified Management Inc
7,228$586.9K0.1%CoreVery LowMilwaukee, WI2026-10-08
Presilium Private Wealth, LLC
7,199$584.5K0.1%ETFVery LowRadnor, PA2026-10-26
SeaBridge Investment Advisors LLC
7,191$583.9K0.1%GrowthMediumSummit, NJ2026-11-02
180 Wealth Advisors, LLC
7,107$577.1K0.1%CoreLowFederal Way, WA2026-11-03
Stordahl Capital Management, Inc.
7,081$575.0K0.1%ETFVery LowGreenwood Village, CO2026-10-22
Avidian Wealth Enterprises, LLC
7,005$568.8K0.0%ETFLowHouston, TX2026-10-08
Spectrum Asset Management, Inc. (NB )
7,000$568.4K0.2%CoreMediumNewport Beach, CA2026-10-19
CoreCap Advisors, LLC
6,992$567.8K0.0%ETFMediumSouthfield, MI2026-10-08
Burford Brothers, Inc.
6,709$544.8K0.2%CoreLowDallas, TX2026-10-21
Fort Washington Investment Advisors Inc
6,639$539.1K0.0%CoreLowCincinnati, OH2026-10-15
Fiduciary Alliance LLC
6,610$536.7K0.0%CoreMediumGreenville, SC2026-10-13
Acropolis Investment Management, LLC
6,580$534.3K0.0%ETFLowSt. Louis, MO2026-10-08
Buckhead Capital Management LLC
6,572$533.6K0.2%CoreLowAtlanta, GA2026-11-03
Koshinski Asset Management, Inc.
6,489$526.9K0.0%ETFLowDecatur, IL2026-10-29
WJ Wealth Management, LLC
6,365$516.8K0.2%ETFMediumGlendale, AZ2026-11-03
Northwest Wealth Management, LLC
6,286$510.4K0.1%ETFLowSpencer, IA2026-10-30
Jeter Robert S II
6,230$505.8K0.3%ETFVery LowBethany Beach, DE2026-10-16
Quattro Financial Advisors LLC
6,230$505.9K0.1%ETFMediumMontgomery, TX2026-10-15
Montecito Bank & Trust
6,223$505.3K0.1%GrowthVery LowSanta Barbara, CA2026-10-01
Simplex Trading, LLC
6,214$504.6K0.0%CoreVery HighChicago, IL2026-11-04
Portside Wealth Group, LLC
6,196$503.1K0.1%CoreMediumProvo, UT2026-10-20
Stephens Group Asset Management, LLC
6,188$502.5K0.0%ETFVery LowLittle Rock, AR2026-10-09
Woodward Diversified Capital, LLC
6,151$499.5K0.2%CoreLowBakersfield, CA2026-10-21
Pinnacle Wealth Management Group, Inc.
6,016$488.5K0.2%ETFMediumPlymouth, MI2026-10-15
Brickley Wealth Management
5,951$483.2K0.1%ETFVery LowSan Mateo, CA2026-11-04
Woodmont Investment Counsel LLC
5,945$482.7K0.0%GARPVery LowNashville, TN2026-10-29
Quadrant Private Wealth Management, LLC
5,891$478.3K0.1%GrowthLowCenter Valley, PA2026-11-04
Trust Co
5,856$475.5K0.0%ETFVery LowManhattan, KS2026-10-09
Klaas Financial Asset Advisors, LLC
5,837$474.0K0.1%ETFVery LowLoves Park, IL2026-10-19
Biltmore Wealth Management, LLC
5,777$469.1K0.1%ETFVery LowTempe, AZ2026-10-09
Barr E S & Co
5,775$468.9K0.0%ValueVery LowLexington, KY2026-11-06
Alliance Wealth Advisors, LLC
5,718$464.3K0.1%ETFHighCenterville, UT2026-10-28
Bdfs Capital LLC
5,671$460.5K0.2%ETFLowRehoboth Beach, DE2026-10-14
HFG Wealth Management, LLC
5,649$463.8K0.5%ETFLowThe Woodlands, TX2026-10-16
Fonville Wealth Management LLC
5,598$454.6K0.1%ETFVery LowRichmond, VA2026-10-28
Secure Asset Management, LLC
5,560$451.5K0.1%GrowthMediumTroy, MI2026-10-19
Cherry Tree Wealth Management, LLC
5,541$449.9K0.1%ETFVery LowMinnetonka, MN2026-10-15
PFG Advisors
5,516$447.9K0.0%ETFMediumPhoenix, AZ2026-10-16
GK Wealth Management LLC
5,471$444.3K0.3%GARPVery HighReno, NV2026-10-09
Inman Jager Wealth Management, LLC
5,462$443.5K0.2%ETFVery LowHattiesburg, MS2026-11-05
Weaver Consulting Group
5,447$442.3K0.1%ETFLowHuntington Beach, CA2026-10-07
Larson Financial Group LLC
5,382$437.0K0.0%GrowthLowSt Louis, MO2026-11-05
Raab & Moskowitz Asset Management LLC
5,356$434.9K0.1%CoreLowChatham, NJ2026-11-02
Twele Capital Management, Inc.
5,356$434.9K0.1%ETFVery LowMinnetonka, MN2026-10-13
Certuity, LLC
5,320$432.0K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Bryn Mawr Trust Advisors, LLC
5,284$429.1K0.0%CoreLowPhiladelphia, PA2026-11-04
Intrua Financial, LLC
5,212$423.2K0.0%ETFMediumHouston, TX2026-10-28
Analyst IMS Investment Management Services Ltd.
5,198$422.0K0.0%ETFLowTel-Aviv, Luxembourg2026-11-05
Postrock Partners LLC
5,192$421.6K0.2%CoreVery LowOverland Park, KS2026-11-02
Victory Financial Group, LLC
5,131$416.6K0.0%ETFLowAustin, TX2026-10-27
Range Financial Group LLC
5,097$413.8K0.1%GARPMediumTigard, OR2026-10-21
North Star Investment Management Corp.
5,072$411.8K0.0%CoreLowChicago, IL2026-10-27
Kelly Financial Group LLC
5,065$411.3K0.1%ETFLowWethersfield, CT2026-10-16
Heck Capital Advisors, LLC
5,036$408.9K0.0%ETFMediumRhinelander, WI2026-10-14
First Affirmative Financial Network
5,000$406.0K0.1%CoreN/AColorado Springs, CO2026-10-21
Boyd Watterson Asset Management LLC
5,000$406.0K0.1%CoreLowCleveland, OH2026-11-06
TCP Asset Management, LLC
4,956$401.7K0.0%ETFLowUpper Arlington, OH2026-10-14
Epiq Partners, LLC
4,926$400.0K0.2%YieldLowMinneapolis, MN2026-10-07
Fiduciary Financial Group, LLC
4,887$396.8K0.0%ETFLowSan Rafael, CA2026-10-13
Lantern Wealth Advisors, LLC
4,881$396.3K0.2%GrowthLowMelville, NY2026-10-22
American Institute for Advanced Investment Management, LLP
4,880$396.3K0.2%ETFLowScottsdale, AZ2026-11-03
LEE Danner & Bass Inc
4,865$395.0K0.0%ValueVery LowNashville, TN2026-10-27
Eagle Strategies LLC
4,764$386.9K0.0%ETFLowNew York, NY2026-10-16
TrueWealth Advisors, LLC
4,685$380.4K0.1%ETFMediumBirmingham, AL2026-10-09
Stanley-Laman Group, Ltd.
4,656$378.1K0.0%GrowthMediumBerwyn, PA2026-10-20
Resonant Capital Advisors, LLC
4,635$376.4K0.0%ETFLowMadison, WI2026-10-15
Rational Advisors, Inc.
4,620$375.1K0.0%ETFMediumSan Juan, PR2026-11-02
Valen Private Capital, LLC
4,617$374.9K0.1%ETFN/APaoli, PA2026-10-23
Sagespring Wealth Partners, LLC
4,582$372.1K0.0%ETFLowFranklin, TN2026-10-22
Kesler, Norman & Wride, LLC
4,578$371.7K0.1%CoreMediumOgden, UT2026-11-06
M Holdings Securities, Inc.
4,560$371.0K0.2%ETFHighPortland, OR2026-11-03
Private Trust Co NA
4,536$368.3K0.0%CoreLowCleveland, OH2026-10-20
Banque Pictet & CIE SA
4,528$367.7K0.0%CoreMediumGeneva 73, Switzerland2026-10-16
IFC & Insurance Marketing, Inc.
4,510$366.2K0.3%ETFHighAuburn, CA2026-10-16
Prime Capital Investment Advisors, LLC
4,458$362.0K0.0%ETFLowOverland Park, KS2026-10-20
First Community Trust NA
4,457$361.9K0.1%GrowthLowDubuque, IA2026-10-07
Pathway Financial Advisors LLC
4,400$357.3K0.0%ETFLowSouth Burlington, VT2026-10-07
Whalen Wealth Management Inc.
4,393$356.7K0.2%GrowthHighLas Vegas, NV2026-10-08
Juno Financial Group LLC
4,380$355.7K0.1%ETFMediumRichmond, VA2026-10-27
Novem Group
4,374$355.2K0.0%ETFMediumRochester, NY2026-10-19
Flagstar Securities, Inc
4,304$349.5K0.1%ETFVery LowNew York, NY2026-10-15
Columbia Bank
4,237$344.0K0.1%GrowthLowLake Oswego, OR2026-10-29
Equity Wealth Partners, LLC
4,223$342.9K0.1%ETFVery LowIndependence, MO2026-10-26
Wernau Asset Management Inc.
4,207$341.6K0.2%CoreVery LowGloucester, MA2026-10-19
Merited Wealth, LLC
4,197$340.8K0.2%ETFMediumNorth Bay Village, FL2026-10-13
Legacy Capital Wealth Partners, LLC
4,195$340.6K0.1%CoreMediumLittle Rock, AR2026-10-21
Clearstead Trust, LLC
4,193$340.5K0.0%GrowthLowPortland, ME2026-11-06
Joseph P. Lucia & Associates, LLC
4,156$337.5K0.1%ETFVery LowYorktown Heights, NY2026-10-30
Aerodigm Wealth, LLC
4,146$336.7K0.1%ETFLowLake Oswego, OR2026-10-16
Wealth Effects LLC
4,139$336.1K0.1%GrowthLowBoston, MA2026-10-23
Alternative Investment Advisors, Llc.
4,113$334.1K0.1%ETFMediumMaitland, FL2026-11-03
Washington Trust Bank
4,088$331.9K0.0%CoreLowSpokane, WA2026-11-03
Patriot Financial Group Insurance Agency, LLC
4,080$331.3K0.0%GrowthLowWalpole, MA2026-10-14
Lester Murray Antman dba SimplyRich
4,060$329.7K0.1%Deep ValueVery LowCarlsbad, CA2026-11-06
Stapp Wealth Management, Pllc
4,057$329.4K0.4%ETFMediumOlympia, WA2026-10-15
Howard Financial Services, Ltd.
4,008$325.5K0.0%ETFLowDallas, TX2026-10-15
New Wave Wealth Advisors LLC
3,970$322.3K0.1%CoreMediumSpringdale, AR2026-10-19
Wingate Wealth Advisors, Inc.
3,946$320.4K0.1%ETFVery LowLexington, MA2026-10-26
Harbour Capital Advisors, LLC
3,940$319.9K0.1%GrowthLowTysons Corner, VA2026-10-13
Gerber Kawasaki Wealth & Investment Management
3,823$310.4K0.0%ETFLowSanta Monica, CA2026-10-29
Ascentis Wealth Management, LLC
3,809$309.3K0.1%Agg GrowthLowDallas, TX2026-11-03
BAM Wealth Management, LLC
3,808$309.2K0.2%ETFHighLakewood, CO2026-10-15
DeDora Capital, Inc.
3,779$306.9K0.1%ETFVery LowNapa, CA2026-10-26
Avaii Wealth Management, LLC
3,756$304.4K0.1%ETFMediumAppleton, WI2026-10-09
Castleview Partners, LLC
3,753$304.8K0.1%CoreMediumDallas, TX2026-10-09
Tempus Wealth Planning, LLC
3,742$303.9K0.1%ETFMediumIrvine, CA2026-10-14
Synergy Asset Management, LLC
3,735$303.3K0.0%GrowthHighVancouver, WA2026-11-05
Frankly Finances, LLC
3,720$302.1K0.2%ETFVery LowWinter Park, FL2026-10-28
Magnus Financial Group LLC
3,712$301.4K0.0%ETFLowNew York, NY2026-10-21
LJI Wealth Management, LLC
3,699$300.4K0.0%ETFLowIndianapolis, IN2026-10-28
FCG Investment Co
3,684$299.2K0.1%GrowthHighGermantown, TN2026-10-13
Chicago Partners Investment Group LLC
3,677$299.6K0.0%GARPLowChicago, IL2026-10-27
Global View Capital Management LLC
3,639$295.5K0.1%ETFHighWaukesha, WI2026-10-28
Advisor OS, LLC
3,609$293.1K0.0%ETFMediumChicago, IL2026-11-03
TPG Advisors LLC
3,607$292.9K0.2%ETFVery LowNorthfield, IL2026-10-16
Net Worth Advisory Group
3,588$291.0K0.1%GARPMediumSandy, UT2026-10-20
Core Wealth Partners LLC
3,577$290.4K0.1%GrowthLowSanta Rosa, CA2026-11-02
Cadinha & Co LLC
3,567$289.6K0.0%GrowthLowHonolulu, HI2026-10-22
ETF Store, Inc.
3,563$289.3K0.2%ETFVery LowOverland Park, KS2026-10-19
BridgePort Financial Solutions, LLC
3,522$286.0K0.1%ETFLowFairfield, IA2026-11-02
Values First Advisors, Inc.
3,522$286.0K0.1%CoreMediumJohnson City, TN2026-10-23
Claro Advisors Inc.
3,497$284.0K0.0%CoreLowBoston, MA2026-11-02
Bluedoor Private Wealth, LLC
3,488$283.2K0.1%CoreLowBeverly, MA2026-11-05
Insight Advisors, LLC/ PA
3,458$280.8K0.0%ETFMediumNewtown, PA2026-10-22
Elmwood Wealth Management, Inc.
3,434$278.8K0.1%ETFLowBerkeley, CA2026-10-14
Independence Wealth Advisors, LLC
3,411$277.0K0.1%ETFHighIndependence, OH2026-10-29
Financial Solutions Advisory Group, Inc.
3,400$276.6K0.0%ETFMediumChicago, IL2026-10-28
Fortem Financial Group, LLC
3,396$275.8K0.1%GrowthLowPalm Desert, CA2026-10-20
Arista Wealth Management, LLC
3,381$274.5K0.0%ETFMediumLas Vegas, NV2026-10-29
BAR Harbor Wealth Management
3,368$273.5K0.0%CoreLowConcord, NH2026-10-21
Occidental Asset Management, LLC
3,340$271.2K0.0%GrowthLowBurlingame, CA2026-11-05
Quartz Partners, LLC
3,336$270.9K0.1%GARPMediumSaratoga Springs, NY2026-11-03
Joel Isaacson & Co., LLC
3,296$267.6K0.0%ETFVery LowNew York, NY2026-11-05
Lyell Wealth Management, LP
3,288$267.0K0.0%GrowthLowMenlo Park, CA2026-10-30
Smith Thornton Advisors LLC
3,281$266.4K0.1%ETFVery LowHuntsville, AL2026-10-16
Pacific Excel Wealth Advisors, Inc.
3,279$266.3K0.3%ETFHighWalnut Creek, CA2026-10-27
Veracity Capital LLC
3,206$260.4K0.1%GrowthLowAtlanta, GA2026-10-08
Noble Wealth Management PBC
3,199$259.8K0.1%YieldMediumGreenwood Village, CO2026-10-01
Arkfeld Wealth Strategies, L.L.C.
3,148$255.5K0.1%ValueLowOmaha, NE2026-10-19
Etesian Wealth Advisors, Inc.
3,132$254.3K0.1%ETFLowWest Linn, OR2026-10-27
Cynosure Group, LLC
3,066$249.0K0.0%ETFMediumSalt Lake City, UT2026-11-03
Cypress Capital Group
3,057$248.2K0.0%CoreLowPalm Beach, FL2026-11-03
Thrivent Financial for Lutherans
3,056$248.0K0.0%GARPMediumMinneapolis, MN2026-11-05
Acima Private Wealth, LLC
3,049$247.6K0.1%ETFVery LowRichmond, VA2026-10-05
Powerhouse Assets LLC
3,048$247.5K0.2%ETFVery LowLincoln, MA2026-10-19
Autumn Glory Partners, LLC
3,042$247.0K0.1%CoreMediumDallas, TX2026-10-26
Triad Wealth Partners, LLC
3,024$245.6K0.0%ETFMediumLawrence, KS2026-10-26
Avalon Advisory Group
3,023$245.5K0.1%ETFVery LowWexford, PA2026-10-20
Arkansas Financial Group, Inc.
3,002$243.8K0.0%ETFVery LowLittle Rock, AR2026-10-26
Darrow Company, Inc.
2,995$243.2K0.1%ETFVery LowNeedham, MA2026-10-22
Beacon Financial Advisory LLC
2,982$242.1K0.0%ETFLowCleveland, OH2026-10-16
International Assets Investment Management, LLC
2,943$238.7K0.0%CoreVery HighOrlando, FL2026-11-02
SWP Financial LLC
2,936$238.4K0.1%ETFMediumEncinitas, CA2026-10-23
Cornerstone Wealth Group, LLC
2,924$237.4K0.0%CoreMediumHuntersville, NC2026-11-02
Central Pacific Bank - Trust Division
2,920$237.1K0.0%CoreMediumHonolulu, HI2026-10-06
J2 Capital Management Inc
2,919$237.0K0.2%ETFHighTroy, MI2026-10-19
MGO One Seven LLC
2,905$235.9K0.0%GrowthLowBeachwood, OH2026-10-28
Cassaday & Co Wealth Management LLC
2,902$235.6K0.0%ETFVery LowMclean, VA2026-10-27
Dutch Asset Corp
2,884$234.3K0.1%GrowthMediumSelkirk, NY2026-10-20
BIP Wealth, LLC
2,878$233.7K0.0%ETFMediumAtlanta, GA2026-10-22
Eastern Bank
2,867$232.8K0.0%GrowthMediumBoston, MA2026-10-05
Market Street Wealth Management Advisors LLC
2,849$231.3K0.0%ETFMediumIndianapolis, IN2026-10-09
Creative Financial Designs Inc
2,825$229.4K0.0%ETFMediumKokomo, IN2026-11-04
Centurion Wealth Management LLC
2,820$229.0K0.1%ETFMediumMclean, VA2026-10-13
Trust Co of Vermont
2,810$228.2K0.0%CoreVery LowBrattleboro, VT2026-10-21
Pacific Center for Financial Services
2,797$227.1K0.0%ETFMediumDanville, CA2026-10-15
Riverbend Wealth Management, LLC
2,778$225.6K0.1%GrowthLowMyrtle Beach, SC2026-10-15
Beverly Hills Private Wealth, LLC
2,754$223.6K0.0%ValueMediumBeverly Hills, CA2026-11-04
SYM Financial Corp
2,750$223.3K0.0%ETFVery LowWinona Lake, IN2026-10-26
SimpliFi, Inc.
2,732$221.8K0.1%ETFMediumSan Diego, CA2026-10-28
One Plus One Wealth Management, LLC
2,703$219.5K0.1%ETFMediumJupiter, FL2026-10-16
R2 Capital Strategies, LLC
2,702$219.4K0.1%ETFN/ALincoln, NE2026-10-15
Diversified Portfolios, Inc.
2,700$219.2K0.0%ETFLowBloomfield Hills, MI2026-11-04
Blueline Advisors LLC
2,672$217.0K0.2%ETFLowExeter, NH2026-10-15
Ergawealth Advisors, Inc.
2,671$216.9K0.1%ETFMediumOak Brook, IL2026-10-21
Vista Investment Partners II, LLC
2,627$213.3K0.1%CoreMediumRichmond, IN2026-10-15
KPP Advisory Services LLC
2,618$212.6K0.0%GrowthMediumLouisville, KY2026-10-26
GreatBanc Trust Co
2,575$209.1K0.1%ETFLowLisle, IL2026-11-04
Quadcap Wealth Management, LLC
2,566$208.4K0.0%ETFLowFrisco, TX2026-11-02
Sanchez Gaunt Capital Management, LLC
2,554$207.4K0.1%ETFN/AReno, NV2026-11-03
Hickory Point Bank & Trust
2,521$204.7K0.1%CoreVery LowDecatur, IL2026-10-01
Wesbanco Bank Inc
2,517$204.4K0.0%CoreLowWheeling, WV2026-11-04
Hummer Financial Advisory Services Inc
2,500$203.0K0.1%CoreVery LowChicago, IL2026-10-09
High Net Worth Advisory Group LLC
2,500$203.0K0.0%ETFVery LowNaples, FL2026-10-26
Mandatum Life Insurance Co Ltd
2,470$200.6K0.0%GARPLowHelsinki, Hungary2026-11-06
Redwood Park Advisors LLC
2,453$199.2K0.1%ETFVery LowRedwood City, CA2026-11-02
Covestor Ltd
2,301$1870.0%ValueHighLondon, United Kingdom2026-10-30
NBH Bank
2,169$176.1K0.1%CoreN/AGreenwood Village, CO2026-11-05
Peck Wealth Management, LLC
2,100$170.5K0.1%ETFLowWhite Plains, NY2026-10-29
Richards, Merrill & Peterson, Inc.
2,072$168.2K0.1%GrowthLowSpokane, WA2026-10-19
Triumph Capital Management
2,054$166.8K0.0%ETFMediumDenver, CO2026-10-14
Signaturefd, LLC
2,051$166.5K0.0%IndexLowAtlanta, GA2026-10-23
Financial Network Wealth Advisors LLC
2,023$164.3K0.2%ETFLowMurray, UT2026-10-28
GHP Investment Advisors, Inc.
1,992$161.8K0.0%CoreVery LowDenver, CO2026-10-15
Elyxium Wealth, LLC
1,730$140.5K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Ameliora Wealth Management Ltd.
1,730$140.5K0.0%ETFLowZurich, Switzerland2026-10-23
Compass Financial Management LLC
1,612$130.9K0.0%CoreN/ATampa, FL2026-10-30
Provenance Wealth Advisors, LLC
1,598$129.8K0.0%ETFLowFort Lauderdale, FL2026-10-30
1620 Investment Advisors, Inc.
1,539$125.0K0.1%ValueLowPlymouth, MA2026-11-04
Finley Financial, LLC
1,535$124.5K0.1%ETFVery LowLas Vegas, NV2026-10-28
Wilmington Savings Fund Society, FSB
1,427$115.9K0.0%CoreLowWilmington, DE2026-10-23
Rudd Co d/b/a Styre Wealth
1,398$113.7K0.1%ValueN/AFort Worth, TX2026-10-29
Essential Partners LLC
1,387$112.6K0.1%ValueMediumRancho Santa Fe, CA2026-10-14
Horizons Wealth Management
1,323$107.4K0.1%ETFLowAsheville, NC2026-10-05
Tower View Wealth Management LLC
1,255$101.9K0.0%MomentumMediumShorewood, WI2026-10-23
Parkside Financial Bank & Trust
1,255$101.9K0.0%CoreVery LowSaint Louis, MO2026-10-27
Caldwell Trust Co
1,249$101.4K0.0%GrowthLowVenice, FL2026-10-30
Silver Grove Financial Group, Inc.
1,238$100.5K0.0%CoreMediumOrchard Park, NY2026-11-05
Sima Wealth Partners, LLC
1,235$100.3K0.1%ETFVery LowRichmond, VA2026-10-19
Gables Capital Management Inc.
1,204$97.8K0.0%GrowthVery LowMiami, FL2026-11-04
Grove Bank & Trust
1,200$97.4K0.0%ETFLowMiami, FL2026-10-08
Centerpoint Advisors, LLC
1,169$95.0K0.0%ETFVery LowNeedham, MA2026-11-05
Tompkins Financial Corp
1,100$89.3K0.0%CoreLowIthaca, NY2026-10-05
Axiom Investment Management LLC
1,001$81.3K0.1%CoreN/ANew York, NY2026-11-03
Cape Investment Advisory, Inc.
967$78.5K0.0%ETFLowMcdonough, GA2026-10-13
Flagship Wealth Advisors, LLC
917$74.5K0.0%ETFLowWakefield, MA2026-11-03
Holos Integrated Wealth LLC
910$74.0K0.0%ETFLowKennett Square, PA2026-10-23
Phillips Financial Management, LLC
897$72.8K0.0%ETFVery LowFort Wayne, IN2026-10-19
Key Capital Management, Inc
779$63.3K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Highline Wealth Partners LLC
717$58.2K0.0%ETFMediumSherman Oaks, CA2026-10-19
Asset Dedication, LLC
657$53.3K0.0%ETFLowSan Francisco, CA2026-11-03
Buck Wealth Strategies, LLC
648$52.6K0.0%ValueMediumDenver, CO2026-10-28
Chilton Capital Management LLC
640$52.0K0.0%GrowthMediumHouston, TX2026-10-28
Balentine LLC
615$49.9K0.0%ETFLowAtlanta, GA2026-11-03
Latitude Advisors, LLC
612$49.7K0.0%ETFLowYorkville, IL2026-10-27
WestEnd Advisors, LLC
600$48.7K0.0%ETFMediumCharlotte, NC2026-10-27
IFS Advisors, LLC
600$48.7K0.0%ETFLowOverland Park, KS2026-10-14
Breakwater Investment Management
553$44.9K0.0%ETFLowSeattle, WA2026-10-20
Union Savings Bank
544$44.2K0.0%CoreLowLitchfield, CT2026-10-14
CFG Wealth Management Services, Inc.
520$42.2K0.0%ETFLowIndianapolis, XX2026-10-21
SRH Advisors, LLC
500$40.6K0.0%ETFVery LowSalina, KS2026-10-22
Catherine Avery Investment Management LLC
499$40.5K0.0%CoreMediumLongboat Key, FL2026-10-14
Nvest Wealth Strategies, Inc.
486$39.5K0.0%ETFVery LowPowell, OH2026-10-14
Beacon Financial Strategies Corp
460$37.4K0.0%ETFVery LowRaleigh, NC2026-10-14
Hughes Financial Services, LLC
447$36.5K0.0%ETFLowHerndon, VA2026-10-30
Bank of New Hampshire
428$34.8K0.0%CoreLowLaconia, NH2026-10-06
Roxbury Financial LLC
422$34.3K0.0%CoreVery LowMount Arlington, NJ2026-10-01
Wealth Analytics Partners, LLC
416$33.8K0.0%ETFVery LowSan Diego, CA2026-10-19
Weaver Capital Management LLC
413$33.5K0.0%GrowthMediumSuwanee, GA2026-10-15
Valley National Advisers Inc
400$32.5K0.0%ETFLowBethlehem, PA2026-10-23
Jnba Financial Advisors
395$32.1K0.0%ETFMediumBloomington, MN2026-11-03
Bear Mountain Capital, Inc.
379$30.8K0.0%ETFLowSeattle, WA2026-11-04
Central Trust Co
374$30.4K0.0%CoreLowJefferson City, MO2026-11-05
Fortis Group Advisors, LLC
349$28.3K0.0%ETFHighWestwood, NJ2026-11-06
Mather Group, Llc.
347$28.2K0.0%ETFMediumChicago, IL2026-10-14
West Branch Capital LLC
343$27.8K0.0%GrowthVery LowAmherst, MA2026-10-20
Pflug Koory, LLC
342$27.8K0.0%CoreVery LowOmaha, NE2026-10-26
Planning Strategies Inc.
312$25.3K0.0%ETFN/ALancaster, PA2026-10-02
Lodestone Wealth Management LLC
307$25.0K0.0%CoreLowSpokane, WA2026-10-14
Cordgrass Capital Advisors, LLC
304$24.7K0.0%CoreLowRaleigh, NC2026-10-30
Thurston, Springer, Miller, Herd & Titak, Inc.
268$21.8K0.0%GrowthMediumIndianapolis, IN2026-10-14
Armor Investment Advisors, LLC
267$21.7K0.0%ETFLowRaleigh, NC2026-10-27
Physician Wealth Advisors, Inc.
267$21.7K0.0%ETFMediumMidvale, UT2026-10-20
Concord Wealth Partners
262$21.3K0.0%GrowthLowAbingdon, VA2026-11-02
First Bancorp, Inc
231$18.8K0.0%ValueVery LowDamariscotta, ME2026-10-26
Hanson & Doremus Investment Management
226$180.0%CoreVery LowBurlington, VT2026-10-16
Nfsg Corp
200$16.2K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Y.D. More Investments Ltd
200$16.2K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
3 Factor Indexing, LLC
172$14.0K0.0%ETFLowSacramento, CA2026-10-15
Indiana Trust & Investment Management Co
170$13.8K0.0%GrowthLowMishawaka, IN2026-10-22
Blue Trust, Inc.
167$13.6K0.0%ETFLowBrentwood, TN2026-10-15
Ashton Thomas Securities, LLC
166$13.5K0.0%ETFMediumRochester, NY2026-10-26
Trust Co of Toledo NA
165$13.4K0.0%GrowthVery LowHolland, OH2026-10-16
Wilkerson Advisory Group LLC
161$13.1K0.0%ETFMediumColumbia, MO2026-10-20
Richardson Financial Services Inc.
150$12.2K0.0%GrowthMediumMedway, MA2026-10-30
UMB Private Wealth Management, LLC
149$12.1K0.0%GrowthN/AKansas City, MO2026-10-19
Jacobi Capital Management LLC
141$11.5K0.0%CoreLowPittston, PA2026-11-05
Avion Wealth
135$100.0%ETFLowThe Woodlands, TX2026-11-04
Mosley Wealth Management
130$10.6K0.0%ETFHighAnaheim, CA2026-10-16
High Note Wealth, LLC
123$10.0K0.0%ETFVery LowDeephaven, MN2026-10-27
Signature Equity Partners, LLC
111$9.0K0.0%GrowthMediumColumbus, OH2026-10-29
Arlington Trust Co LLC
110$8.9K0.0%ETFMediumBirmingham, AL2026-10-20
IMG Wealth Management, Inc.
110$9.0K0.0%ETFMediumJacksonville, FL2026-10-27
Murphy & Mullick Capital Management Corp
105$8.5K0.0%GrowthLowSmithtown, NY2026-11-02
Princeton Global Asset Management LLC
95$7.7K0.0%GrowthLowPrinceton, NJ2026-10-21
Wolff Wiese Magana LLC
92$7.4K0.0%GrowthLowCarslbad, CA2026-10-15
Gamma Investing LLC
90$7.3K0.0%IndexVery LowFoster City, CA2026-10-08
Independence Bank of Kentucky
86$7.0K0.0%GrowthLowOwensboro, KY2026-10-26
Archer Investment Corp
84$6.8K0.0%CoreMediumCarmel, IN2026-11-05
Elevate Wealth Advisory, Inc
83$6.7K0.0%ETFVery LowAthens, GA2026-10-29
Pinnacle Bancorp, Inc.
81$6.6K0.0%CoreVery LowBeatrice, NE2026-10-21
Fairway Wealth LLC
80$6.5K0.0%ETFLowIndependence, OH2026-10-30
Horizon Financial Services, LLC
75$6.1K0.0%ETFLowWinston Salem, NC2026-11-04
Hazlett, Burt & Watson, Inc.
70$60.0%CoreVery LowWheeling, WV2026-11-04
Sawyer & Company, Inc
65$5.3K0.0%GrowthLowBoston, MA2026-10-21
Friedenthal Financial
55$4.5K0.0%ETFHighMarlton, NJ2026-10-27
Reicon Wealth Advisors, LLC
50$4.1K0.0%ETFLowAtlanta, GA2026-11-04
City State Bank
42$3.4K0.0%GrowthVery LowNorwalk, IA2026-10-20
Rosenberg Matthew Hamilton
36$2.9K0.0%ETFVery LowGrand Junction, CO2026-10-05
Beacon Capital Management, Inc.
34$2.8K0.0%ETFMediumDayton, OH2026-10-13
Reyes Financial Architecture, Inc.
32$2.6K0.0%ETFVery HighSan Diego, CA2026-10-22
Nova Financial LLC
27$2.2K0.0%N/AN/ATucson, AZ2026-11-04
First United Bank & Trust
25$2.0K0.0%CoreLowOakland, MD2026-10-22
Rakuten Securities, Inc.
15$1.2K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Nemes Rush Group LLC
15$1.2K0.0%CoreVery LowNovi, MI2026-11-04
Townsend Asset Management Corp
11$8940.0%CoreLowRaleigh, NC2026-10-29
EverSource Wealth Advisors, LLC
5$4060.0%CoreMediumBirmingham, AL2026-11-04
MTM Investment Management, LLC
3$2440.0%CoreVery LowSpartanburg, SC2026-10-30
Quest 10 Wealth Builders, Inc.
3$2440.0%ETFLowFuquay-Varina, VA2026-11-02
American Capital Advisory, LLC
1$900.0%ETFLowKetchum, ID2026-10-28
Toth Financial Advisory Corp
1$820.0%CoreLowLeesburg, VA2026-10-08
Moisand Fitzgerald Tamayo, LLC
0$10.0%ETFVery LowOrlando, FL2026-10-15