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Ishares Russell Mid-Cap Valu (IWS)

CUSIP: 464287473 | NYSE | 2311 institutional holders

Quarters

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

US Bancorp \de\1,971,552
0.3% of portfolio›$316.9M
First Citizens Bank & Trust Co1,851,574
4.4% of portfolio›$297.6M
Commonwealth Equity Services, LLC1,695,913
0.4% of portfolio›$272.6M
Cassaday & Co Wealth Management LLC1,044,629
3.0% of portfolio›$167.9M
Vantagepoint Investment Advisers LLC783,511
1.0% of portfolio›$125.9M
Stephens Group Asset Management, LLC680,980
6.3% of portfolio›$109.5M
Truist Financial Corp438,776
0.1% of portfolio›$70.5M
Lido Advisors, LLC324,496
0.1% of portfolio›$52.2M
AMG National Trust Bank306,428
1.0% of portfolio›$49.3M
Chicago Partners Investment Group LLC250,450
0.8% of portfolio›$42.2M
Cedar Mountain Advisors, LLC241,344
6.6% of portfolio›$38.8M
Globalt Investments LLC / GA238,962
1.3% of portfolio›$38.4M
Lpwm LLC215,015
7.5% of portfolio›$34.6M
Fifth Third Bancorp195,770
0.1% of portfolio›$31.5M
Keybank National Association193,338
0.1% of portfolio›$31.1M
Badgley Phelps Wealth Managers, LLC183,178
0.5% of portfolio›$29.4M
Rodgers & Associates, LTD164,719
2.5% of portfolio›$26.5M
Kestra Advisory Services, LLC163,733
0.1% of portfolio›$26.3M
Parkway Wealth Management Group, LLC162,800
3.0% of portfolio›$26.2M
RTD Financial Advisors, Inc.141,776
2.5% of portfolio›$22.8M
Creative Planning133,408
0.0% of portfolio›$21.4M
LBJ Family Wealth Advisors, Ltd.125,841
10.3% of portfolio›$20.2K
Evergreen Capital Management LLC116,219
0.3% of portfolio›$18.7M
Fifth Third Securities, Inc.111,331
0.9% of portfolio›$17.9M
Kingdom Financial Group Llc.101,977
4.1% of portfolio›$16.4M
Avantax Planning Partners, Inc.94,447
0.4% of portfolio›$15.2M
Kestra Private Wealth Services, LLC94,414
0.2% of portfolio›$15.2M
Bishop & Co Investment Management, LLC91,724
4.6% of portfolio›$14.7M
Occidental Asset Management, LLC91,100
1.3% of portfolio›$14.6M
First Horizon Corp87,830
0.5% of portfolio›$14.1M
Bokf, NA87,177
0.2% of portfolio›$14.0M
LifeWealth Investments, LLC77,602
3.5% of portfolio›$12.5M
Investment Partners, Ltd.74,046
1.8% of portfolio›$11.9M
WestHill Financial Advisors, Inc.73,378
2.0% of portfolio›$11.8M
Bank of New York Mellon Corp73,070
0.0% of portfolio›$11.7M
Sentinel Advisory Group, LLC70,625
4.6% of portfolio›$11.4M
XML Financial, LLC68,415
0.8% of portfolio›$11.0M
Sterling Capital Management LLC65,104
0.2% of portfolio›$10.5M
Conning Inc.63,591
0.3% of portfolio›$10.2M
Howard Bailey Securities, LLC62,473
3.9% of portfolio›$10.0M
Corundum Group, Inc.62,246
2.6% of portfolio›$10.0M
Park Avenue Securities LLC58,612
0.0% of portfolio›$9.4K
MFA Wealth Advisors, LLC58,612
1.6% of portfolio›$9.4M
Wealth Enhancement Advisory Services, LLC58,411
0.0% of portfolio›$9.6M
Cambridge Investment Research Advisors, Inc.54,461
0.0% of portfolio›$8.8K
Inlight Wealth Management, LLC53,794
2.5% of portfolio›$8.6M
Powell Investment Advisors, LLC53,259
2.7% of portfolio›$8.6M
Inspirion Wealth Advisors, LLC52,781
1.0% of portfolio›$8.5M
Summit Wealth Group LLC / Co51,551
0.5% of portfolio›$8.3M
Farther Finance Advisors, LLC48,141
0.1% of portfolio›$7.7M
Ticino Wealth46,452
2.3% of portfolio›$7.5M
James J. Burns & Company, LLC46,324
0.8% of portfolio›$7.4M
Processus Wealth & Capital Management, LLC45,793
4.3% of portfolio›$7.4M
Modera Wealth Management, LLC44,576
0.1% of portfolio›$7.2M
Key Capital Management, Inc43,812
2.6% of portfolio›$7.0M
Farmers & Merchants Investments Inc43,378
0.2% of portfolio›$7.0M
Accredited Investors Inc.42,349
0.3% of portfolio›$6.8M
Sowell Financial Services LLC42,200
0.2% of portfolio›$6.8M
Montgomery Financial Services LLC40,681
5.4% of portfolio›$6.5M
Midwest Trust Co40,011
0.1% of portfolio›$6.4M
Thompson Siegel & Walmsley LLC39,920
0.3% of portfolio›$6.4M
Mather Group, Llc.38,985
0.1% of portfolio›$6.3M
First Merchants Corp38,951
0.2% of portfolio›$6.3M
Simplicity Wealth,LLC38,275
0.2% of portfolio›$6.2M
Mullaney, Keating & Wright, Inc.37,911
2.8% of portfolio›$6.1M
Kelsey Financial, LLC34,804
4.5% of portfolio›$5.6M
Regions Financial Corp34,638
0.0% of portfolio›$5.6M
Councilor Wealth, LLC34,056
2.3% of portfolio›$5.5M
Whitaker-Myers Wealth Managers, Ltd.33,788
0.9% of portfolio›$5.4M
Focus Financial Network, Inc.33,583
0.2% of portfolio›$5.4M
Principal Financial Group Inc33,425
0.0% of portfolio›$5.4M
McAdam, LLC32,854
0.2% of portfolio›$5.3M
Ashton Thomas Private Wealth, LLC32,526
0.1% of portfolio›$5.2M
Concurrent Investment Advisors, LLC32,190
0.0% of portfolio›$5.2M
LWM Advisors Inc31,544
3.8% of portfolio›$5.1M
J.W. Cole Advisors, Inc.29,776
0.1% of portfolio›$4.8M
City Holding Co29,679
0.5% of portfolio›$4.8M
Moran Wealth Management, LLC29,603
0.1% of portfolio›$4.8M
VestGen Advisors, LLC29,126
0.1% of portfolio›$4.7M
Auour Investments LLC28,851
1.3% of portfolio›$4.6M
ARK & TLK Investments, LLC28,477
1.1% of portfolio›$4.6M
Arcadia Wealth Management, LLC27,394
1.3% of portfolio›$4.4M
Ascent Group, LLC26,625
0.1% of portfolio›$4.3M
Eukles Asset Management26,252
1.7% of portfolio›$4.2M
Connecticut Wealth Management, LLC26,054
0.2% of portfolio›$4.2M
Harbor Investment Advisory, LLC24,522
0.3% of portfolio›$3.9M
Bryn Mawr Trust Advisors, LLC24,193
0.2% of portfolio›$3.9M
Wilmington Savings Fund Society, FSB24,175
0.1% of portfolio›$3.9M
Sigma Planning Corp23,528
0.1% of portfolio›$3.8M
Sage Financial Group Inc23,310
0.2% of portfolio›$3.7M
MSH Capital Advisors LLC23,131
0.6% of portfolio›$3.7M
Equitable Trust Co22,899
0.2% of portfolio›$3.7M
Friday Financial22,888
0.7% of portfolio›$3.7M
Amarillo National Bank22,592
0.6% of portfolio›$3.6M
Tectonic Advisors LLC22,445
0.2% of portfolio›$3.6M
Hapanowicz & Associates Financial Services, Inc21,735
1.1% of portfolio›$3.5M
Whitegate Investment Counselors, Inc.21,359
1.0% of portfolio›$3.4M
Oppenheimer & Co Inc20,906
0.0% of portfolio›$3.4M
First Pacific Financial20,812
0.3% of portfolio›$3.3M
Atlas Brown,Inc.20,020
0.8% of portfolio›$3.2M
Anchor Capital Advisors LLC19,647
0.1% of portfolio›$3.2M
Brighton Jones LLC19,183
0.1% of portfolio›$3.1M
Strategic Blueprint, LLC19,048
0.1% of portfolio›$3.1M
IFP Advisors, Inc18,844
0.1% of portfolio›$3.0M
Telos Capital Management, Inc.18,843
0.3% of portfolio›$3.0M
Capital Squared Financial LLC18,457
1.9% of portfolio›$3.0M
Assetmark, Inc18,279
0.0% of portfolio›$2.9M
Heck Capital Advisors, LLC18,227
0.2% of portfolio›$2.9M
Brady Martz Wealth Solutions, LLC18,067
0.4% of portfolio›$2.9M
HUB Investment Partners, LLC17,544
0.0% of portfolio›$2.8M
Parallel Advisors, LLC17,143
0.0% of portfolio›$2.8M
LMG Wealth Partners, LLC17,142
0.4% of portfolio›$2.8M
KMG Fiduciary Partners, LLC16,934
0.3% of portfolio›$2.7M
Nations Financial Group Inc,16,763
0.1% of portfolio›$2.7M
Allegheny Financial Group16,404
0.3% of portfolio›$2.6M
Noble Family Wealth, LLC16,244
0.5% of portfolio›$2.6M
Citigroup Inc15,773
0.0% of portfolio›$2.5M
Quadrant Capital Group LLC14,474
0.1% of portfolio›$2.4M
Laurel OAK Wealth Management, LLC14,220
0.3% of portfolio›$2.3M
Alpine Bank Wealth Management14,212
0.3% of portfolio›$2.3M
Goelzer Investment Management, Inc.13,936
0.1% of portfolio›$2.2M
Meridian Wealth Management, LLC13,854
0.1% of portfolio›$2.2M
D.A. Davidson & Co.13,338
0.0% of portfolio›$2.1M
Horst & Graben Wealth Management LLC13,213
0.3% of portfolio›$2.1M
Choreo, LLC12,807
0.0% of portfolio›$2.1M
Vise Technologies, Inc.12,242
0.0% of portfolio›$2.0M
Csenge Advisory Group12,192
0.1% of portfolio›$2.0M
Compound Planning, Inc.11,799
0.0% of portfolio›$1.9M
Cullen T Bankers, Inc.11,619
0.0% of portfolio›$1.9M
Eagle Strategies LLC11,604
0.2% of portfolio›$1.9M
Courier Capital LLC11,512
0.1% of portfolio›$1.9M
TD Private Client Wealth LLC11,171
0.0% of portfolio›$1.8M
Legacy Bridge, LLC10,950
0.6% of portfolio›$1.8M
Prime Capital Investment Advisors, LLC10,931
0.0% of portfolio›$1.8M
Trust Point Inc.10,864
0.1% of portfolio›$1.7M
Prospera Financial Services Inc10,846
0.0% of portfolio›$1.8M
Vertrix Wealth Management, LLC10,529
0.6% of portfolio›$1.7M
HB Wealth Management, LLC10,112
0.0% of portfolio›$1.6M
Affinity Capital Advisors, LLC9,998
0.2% of portfolio›$1.6M
Wesbanco Bank Inc9,917
0.1% of portfolio›$1.6M
Private Trust Co NA9,872
0.1% of portfolio›$1.6M
Thrivent Financial for Lutherans9,773
0.0% of portfolio›$1.6M
Granville Capital, Inc.9,701
0.6% of portfolio›$1.6M
MV Capital Management, Inc.9,603
0.1% of portfolio›$1.5M
Global Trust Wealth Management LLC9,298
1.1% of portfolio›$1.5M
Wealthcare Advisory Partners LLC9,285
0.0% of portfolio›$1.5M
Sonata Capital Group Inc9,256
0.5% of portfolio›$1.5M
Luts & Greenleigh Group, Inc.9,207
1.1% of portfolio›$1.5M
Brookstone Capital Management8,897
0.0% of portfolio›$1.4M
Secure Asset Management, LLC8,759
0.2% of portfolio›$1.4M
Clearwave Capital, LLC8,750
0.7% of portfolio›$1.4M
Carlton Hofferkamp & Jenks Wealth Management, LLC8,687
0.5% of portfolio›$1.5M
Lanark Financial, Inc.8,536
0.1% of portfolio›$1.4M
Allstreet Capital Advisors LLC8,420
0.9% of portfolio›$1.4M
Evensky & Katz LLC8,319
0.0% of portfolio›$1.3K
FWG Investments, Llc.8,239
0.6% of portfolio›$1.3M
Saxon Interests, Inc.8,231
0.5% of portfolio›$1.3M
Kingswood Wealth Advisors, LLC8,064
0.0% of portfolio›$1.3M
Strategic Family Wealth Counselors, L.L.C.7,999
0.3% of portfolio›$1.3M
Rebalance, LLC7,986
0.1% of portfolio›$1.3M
Financial Guidance Group, Inc.7,943
0.5% of portfolio›$1.3M
Ipswich Investment Management Co., Inc.7,920
0.3% of portfolio›$1.3M
Glenview Trust Co7,760
0.0% of portfolio›$1.2M
Quest 10 Wealth Builders, Inc.7,632
0.9% of portfolio›$1.2M
ADE, LLC7,586
0.5% of portfolio›$1.2M
Norden Group LLC7,569
0.1% of portfolio›$1.2M
Parkside Financial Bank & Trust7,397
0.1% of portfolio›$1.2M
Cornerstone Wealth Management, LLC7,288
0.0% of portfolio›$1.2M
Home Federal Bank of Tennessee7,267
0.3% of portfolio›$1.2M
Warwick Investment Management, Inc.7,259
0.1% of portfolio›$1.2M
First National Trust Co7,259
0.0% of portfolio›$1.2M
MCF Advisors LLC7,187
0.0% of portfolio›$1.2M
Beacon Bank & Trust7,174
0.2% of portfolio›$1.2M
Five Oceans Advisors7,164
0.4% of portfolio›$1.2M
PKS Advisory Services, LLC7,056
0.2% of portfolio›$1.2M
McClarren Financial Advisors, Inc.6,966
1.5% of portfolio›$2.9M
Private Management Group Inc6,949
0.0% of portfolio›$1.1M
Intergy Private Wealth, LLC6,926
0.3% of portfolio›$1.1M
Renasant Bank6,915
0.7% of portfolio›$1.1M
Viewpoint Capital Management LLC6,819
0.5% of portfolio›$1.1M
Bailard, Inc.6,809
0.0% of portfolio›$1.1M
Greenleaf Trust6,733
0.0% of portfolio›$1.1M
Davenport & Co LLC6,561
0.0% of portfolio›$1.1M
Avior Wealth Management, LLC6,554
0.0% of portfolio›$1.1M
Fifth Third Wealth Advisors LLC6,539
0.0% of portfolio›$1.1M
Gryphon Financial Partners LLC6,459
0.1% of portfolio›$1.0M
Sacks & Associates, LLC6,322
0.7% of portfolio›$1.0M
Global Wealth Management Investment Advisory, Inc.6,307
0.1% of portfolio›$1.0M
B. Riley Wealth Advisors, Inc.6,260
0.0% of portfolio›$1.0M
Harbour Capital Advisors, LLC6,150
0.2% of portfolio›$988.6K
Mycio Wealth Partners, LLC6,146
0.2% of portfolio›$987.9K
Roberts Financial Services LLC6,112
0.3% of portfolio›$982.4K
Stegner Investment Associates Inc.6,107
0.5% of portfolio›$981.6K
Asempa Wealth Advisors6,006
0.7% of portfolio›$971.5K
Prosperity Planning, Inc.5,976
0.2% of portfolio›$960.6K
Ascentis Independent Advisors5,913
0.1% of portfolio›$950.8K
JP Wealth Management, Inc.5,868
0.4% of portfolio›$626.2K
Revolve Wealth Partners, LLC5,836
0.1% of portfolio›$938.1K
Crescent Grove Advisors, LLC5,814
0.1% of portfolio›$934.5K
Farmers & Merchants Trust Co of Long Beach5,730
0.2% of portfolio›$921.0K
Tranquility Partners, LLC5,596
0.3% of portfolio›$899.5K
Rockland Trust Co5,549
0.0% of portfolio›$891.9K
Central Trust Co5,507
0.0% of portfolio›$885.2K
Romano Brothers and Company5,466
0.1% of portfolio›$878.6K
SBK Financial, Inc.5,449
0.4% of portfolio›$875.9K
Washington Trust Bank5,238
0.1% of portfolio›$842.0K
Wedgewood Investors Inc5,212
0.9% of portfolio›$837.8K
Stevens Capital Partners5,200
0.1% of portfolio›$835.8K
Old National Bancorp5,156
0.0% of portfolio›$828.8K
Valeo Financial Advisors, LLC5,026
0.0% of portfolio›$809.6K
One Day In July LLC4,991
0.1% of portfolio›$802.3K
Canandaigua National Bank & Trust Co4,954
0.1% of portfolio›$796.3K
Northstar Asset Management Co4,953
0.2% of portfolio›$832.6K
B.O.S.S. Retirement Advisors, LLC4,945
0.2% of portfolio›$794.9K
City Center Advisors, LLC4,877
0.6% of portfolio›$783.9K
SAX Wealth Advisors, LLC4,795
0.0% of portfolio›$770.8K
Atria Investments, Inc4,767
0.0% of portfolio›$766.2K
Smith & Howard Wealth Management, LLC4,617
0.1% of portfolio›$742.1K
Blake Schutter Theil Wealth Advisors, LLC4,615
0.5% of portfolio›$741.8K
Robertson Stephens Wealth Management, LLC4,609
0.0% of portfolio›$740.8K
Signal Advisors Wealth, LLC4,514
0.0% of portfolio›$725.5K
Mesirow Financial Investment Management, Inc.4,410
0.0% of portfolio›$708.9K
Missouri Trust & Investment Co4,390
0.2% of portfolio›$705.6K
Legacy Capital Wealth Partners, LLC4,382
0.1% of portfolio›$704.4K
BIP Wealth, LLC4,375
0.0% of portfolio›$703.2K
Bensler, LLC4,339
0.1% of portfolio›$697.4K
Lloyd Advisory Services, Llc.4,269
0.3% of portfolio›$686.2K
Northern Lights Advisors, Inc.4,260
0.4% of portfolio›$684.8K
Annex Advisory Services, LLC4,251
0.0% of portfolio›$683.3K
Integrity Alliance, Llc.4,206
0.0% of portfolio›$676.1K
Busey Bank4,184
0.0% of portfolio›$672.5K
Pinnacle Bancorp, Inc.4,160
0.2% of portfolio›$668.7K
Avidian Wealth Enterprises, LLC4,129
0.0% of portfolio›$663.7K
Principle Wealth Partners LLC4,110
0.0% of portfolio›$660.6K
Skyline Advisors, Inc.4,052
0.2% of portfolio›$651.4K
Investmark Advisory Group LLC4,038
0.2% of portfolio›$649.2K
Paladin Partners, LLC4,030
0.4% of portfolio›$647.8K
Apella Capital, LLC4,028
0.0% of portfolio›$655.8K
Financial Management Network Inc4,014
0.1% of portfolio›$652.5K
Parkshore Wealth Management, Inc.3,975
0.2% of portfolio›$638.9K
Spectrum Advisors, Inc.3,963
0.4% of portfolio›$636.9K
Enclave Advisors LLC3,931
0.1% of portfolio›$631.9K
Manchester Capital Management LLC3,931
0.1% of portfolio›$631.9K
Exchange Traded Concepts, LLC3,920
0.0% of portfolio›$630.1K
Ocean Park Asset Management, LLC3,920
0.0% of portfolio›$630.1K
Oak Asset Management, LLC3,894
0.2% of portfolio›$625.9K
Cahaba Wealth Management, Inc.3,826
0.0% of portfolio›$614.9K
Capital Investment Advisors, LLC3,772
0.0% of portfolio›$606.4K
Evanson Financial, LLC3,701
0.0% of portfolio›$594.9K
EverSource Wealth Advisors, LLC3,692
0.0% of portfolio›$593.5K
Decker Retirement Planning Inc.3,687
0.2% of portfolio›$592.7K
Apollon Wealth Management, LLC3,673
0.0% of portfolio›$590.3K
Washington Trust Co3,671
0.0% of portfolio›$590.1K
Sherman Wealth Management LLC3,656
0.4% of portfolio›$587.7K
Compass Ion Advisors, LLC3,654
0.0% of portfolio›$587.3K
Berkeley, Inc3,646
0.2% of portfolio›$586.1K
AdvisorNet Financial, Inc3,627
0.0% of portfolio›$595.8K
Guidance Point Advisors, LLC3,624
0.1% of portfolio›$582.6K
Guardian Asset Advisors, LLC3,602
0.3% of portfolio›$579.5K
Pinion Investment Advisors, LLC3,601
0.1% of portfolio›$578.7K
Parcion Private Wealth LLC3,589
0.0% of portfolio›$576.9K
PFG Advisors3,582
0.0% of portfolio›$575.7K
Finley Financial, LLC3,565
0.2% of portfolio›$576.7K
Willner & Heller, LLC3,553
0.4% of portfolio›$571.0K
CPC Advisors, LLC3,545
0.1% of portfolio›$569.8K
Baker Ellis Asset Management LLC3,517
0.1% of portfolio›$565.3K
StoneX Group Inc.3,505
0.0% of portfolio›$581.4K
Spire Wealth Management3,496
0.0% of portfolio›$561.9K
Allspring Global Investments Holdings, LLC3,478
0.0% of portfolio›$562.6K
21 West Wealth Management LLC3,422
0.5% of portfolio›$550.1K
Highland Capital Management, LLC3,410
0.0% of portfolio›$548.1K
Centennial Advisors, LLC3,383
0.6% of portfolio›$543.8K
Granite Group Advisors, LLC3,300
0.3% of portfolio›$530.4K
Allen Investment Management, LLC3,245
0.0% of portfolio›$521.6K
Navigation Wealth Management, Inc.3,150
0.8% of portfolio›$519.8K
WealthPlan Investment Management, LLC3,142
0.0% of portfolio›$505.0K
Grove Bank & Trust3,141
0.1% of portfolio›$504.9K
MGO One Seven LLC3,125
0.0% of portfolio›$502.3K
Foster Victor Wealth Advisors, LLC3,115
0.0% of portfolio›$514.6K
JFS Wealth Advisors, LLC3,108
0.0% of portfolio›$499.6K
Anderson Hoagland & Co3,100
0.0% of portfolio›$524.6K
Axxcess Wealth Management, LLC3,097
0.0% of portfolio›$497.9K
Breakwater Capital Group3,044
0.1% of portfolio›$489.3K
Asset One Wealth Management LLC3,042
0.0% of portfolio›$489.0K
Woodmont Investment Counsel LLC3,022
0.0% of portfolio›$485.8K
Fulton Bank, N.A.3,014
0.0% of portfolio›$484.5K
First Bancorp, Inc3,010
0.2% of portfolio›$483.8K
Firestone Capital Management3,010
0.1% of portfolio›$483.8K
BCS Wealth Management3,000
0.1% of portfolio›$482.2K
Pittenger & Anderson Inc3,000
0.0% of portfolio›$482.2K
Diversified Management Inc2,976
0.1% of portfolio›$478.4K
Richardson Capital Management LLC2,966
0.2% of portfolio›$476.8K
Fortitude Family Office, LLC2,960
0.1% of portfolio›$475.8K
Appleton Partners Inc2,946
0.0% of portfolio›$474
Davidson Trust Co2,920
0.2% of portfolio›$469.4K
Pinnacle Associates LTD2,907
0.0% of portfolio›$467.2K
First United Bank & Trust2,901
0.1% of portfolio›$466.3K
Trilogy Capital Inc.2,875
0.0% of portfolio›$462.2K
Dagco, Inc.2,866
0.1% of portfolio›$460.7K
Associated Banc-Corp2,844
0.0% of portfolio›$457.1K
Legacy Wealth Partners, LLC2,838
0.1% of portfolio›$456.2K
Kanawha Capital Management LLC2,801
0.0% of portfolio›$450.2K
First Financial Corp2,799
0.2% of portfolio›$449.9K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,787
0.0% of portfolio›$448.0K
Dynamic Financial Group2,776
0.3% of portfolio›$446.2K
XY Planning Network, Inc.2,759
0.0% of portfolio›$443.5K
Cranbrook Wealth Management, LLC2,748
0.1% of portfolio›$441.7K
Diversify Wealth Management, LLC2,705
0.0% of portfolio›$450.5K
Diversify Advisory Services, LLC2,705
0.0% of portfolio›$450.5K
Smart Wealth LLC2,694
0.1% of portfolio›$433.1K
Holland Advisory Services, Inc.2,692
0.5% of portfolio›$432.7K
Cherry Tree Wealth Management, LLC2,676
0.1% of portfolio›$430.2K
Citizens Financial Group Inc2,643
0.0% of portfolio›$424.8K
Florida Trust Wealth Management Co2,631
0.0% of portfolio›$422.9K
NTV Asset Management LLC2,626
0.0% of portfolio›$422.1K
McKinley Carter Wealth Services, Inc.2,617
0.0% of portfolio›$420.7K
Roman Butler Fullerton & Co2,616
0.1% of portfolio›$432.3K
Acima Private Wealth, LLC2,585
0.1% of portfolio›$415.5K
Joel Isaacson & Co., LLC2,568
0.0% of portfolio›$412.8K
Builder Investment Group Inc2,540
0.1% of portfolio›$408.3K
Cohen Capital Management, Inc.2,535
0.1% of portfolio›$407.5K
Vaughan David Investments LLC2,533
0.0% of portfolio›$407.0K
Fragasso Financial Advisors Inc2,524
0.0% of portfolio›$416.2K
Ballast, Inc.2,487
0.1% of portfolio›$399.8K
Triad Wealth Partners, LLC2,484
0.0% of portfolio›$399.2K
Glass Jacobson Investment Advisors llc2,455
0.1% of portfolio›$394.7K
Mission Wealth Management, LP2,453
0.0% of portfolio›$394.2K
Level Wealth Management LLC2,448
0.2% of portfolio›$393.5K
Patriot Investment Management Group, Inc.2,416
0.0% of portfolio›$388.3K
LJI Wealth Management, LLC2,398
0.1% of portfolio›$385.4K
Private Client Services, LLC2,392
0.1% of portfolio›$384.5K
Independent Financial Group, LLC2,384
0.0% of portfolio›$383.2K
Loring Wolcott & Coolidge Fiduciary Advisors LLP2,343
0.0% of portfolio›$376.6K
Dynamic Advisor Solutions LLC2,340
0.0% of portfolio›$376.1K
Family Legacy, Inc.2,334
0.1% of portfolio›$375.2K
NBT Bank, N.A.2,308
0.0% of portfolio›$371.0K
Postrock Partners LLC2,306
0.1% of portfolio›$370.7K
Linscomb Wealth, Inc.2,305
0.0% of portfolio›$370.5K
Eastern Bank2,284
0.0% of portfolio›$367.1K
RDA Financial Network2,263
0.1% of portfolio›$363.8K
Moneco Advisors, LLC2,247
0.0% of portfolio›$361.2K
Elwood & Goetz Wealth Advisory Group, LLC2,227
0.0% of portfolio›$358.0K
M Holdings Securities, Inc.2,217
0.0% of portfolio›$373
RFG Advisory, LLC2,208
0.0% of portfolio›$354.9K
Aire Advisors, LLC2,190
0.1% of portfolio›$352.1K
Crestwood Advisors Group, LLC2,180
0.0% of portfolio›$350.4K
Essex Bank2,170
0.1% of portfolio›$348.8K
Sovran Advisors, LLC2,155
0.0% of portfolio›$368.8K
Lee, Kelleher & Klein Wealth Management2,135
0.2% of portfolio›$343.2K
Flagstar Securities, Inc2,125
0.1% of portfolio›$341.5K
Atticus Wealth Management, LLC2,118
0.1% of portfolio›$340.4K
Howard Capital Management, LLC2,100
0.0% of portfolio›$337.6K
Trust Co of Vermont2,098
0.0% of portfolio›$337.2K
LongView Wealth Management2,092
0.1% of portfolio›$336.3K
S.E.E.D. Planning Group LLC2,091
0.1% of portfolio›$336.1K
Magnus Financial Group LLC2,090
0.0% of portfolio›$336.0K
Cape Investment Advisory, Inc.2,075
0.1% of portfolio›$333.6K
Legacy Financial Strategies, LLC2,070
0.1% of portfolio›$332.7K
Kestra Investment Management, LLC2,061
0.0% of portfolio›$331.3K
Grimes & Co Wealth Management, LLC2,049
0.0% of portfolio›$329.3K
Perigon Wealth Management, LLC2,042
0.0% of portfolio›$328.2K
Sagespring Wealth Partners, LLC2,039
0.0% of portfolio›$327.7K
Villere ST Denis J & Co LLC2,033
0.0% of portfolio›$326.8K
Pinkerton Wealth, LLC2,031
0.1% of portfolio›$326.5K
Maryland Capital Advisors Inc.2,028
0.1% of portfolio›$326.0K
Verdence Capital Advisors LLC2,003
0.0% of portfolio›$321.9K
Argentarii, LLC1,993
0.1% of portfolio›$320.4K
Union Savings Bank1,990
0.1% of portfolio›$319.9K
SkyOak Wealth, LLC1,969
0.1% of portfolio›$316.5K
Bayban1,966
0.2% of portfolio›$323.6K
United Advisor Group, LLC1,954
0.0% of portfolio›$314.1K
Orgel Wealth Management, LLC1,923
0.0% of portfolio›$309.1K
First Hawaiian Bank1,921
0.0% of portfolio›$308.8K
TME Financial, Inc.1,913
0.2% of portfolio›$307.5K
Peak Financial Management, Inc.1,900
0.1% of portfolio›$305.4K
Root Financial Partners, LLC1,871
0.0% of portfolio›$300.8K
Angeles Wealth Management, LLC1,859
0.0% of portfolio›$298.8K
Rahlfs Capital, LLC1,850
0.2% of portfolio›$297.4K
Sage Mountain Advisors LLC1,842
0.0% of portfolio›$296.1K
Quadcap Wealth Management, LLC1,841
0.0% of portfolio›$295.9K
Plante Moran Financial Advisors, LLC1,840
0.0% of portfolio›$295.8K
Ritholtz Wealth Management1,837
0.0% of portfolio›$295.3K
GHP Investment Advisors, Inc.1,797
0.0% of portfolio›$288.8K
Montecito Bank & Trust1,765
0.0% of portfolio›$283.7K
Insight Inv LLC1,752
0.1% of portfolio›$281.6K
Cyndeo Wealth Partners, LLC1,745
0.0% of portfolio›$280.5K
Calamos Wealth Management LLC1,745
0.0% of portfolio›$280.5K
Foundation Wealth Management, Llc\pa1,743
0.1% of portfolio›$280.2K
Balefire, LLC1,730
0.0% of portfolio›$278.1K
Sigma Investment Counselors Inc1,723
0.0% of portfolio›$277.0K
McCarley & Cook Financial Planners1,714
0.2% of portfolio›$275.5K
Key FInancial Inc1,708
0.0% of portfolio›$274.5K
Cooper Financial Group1,704
0.0% of portfolio›$274.0K
Gilpin Wealth Management, LLC1,700
0.2% of portfolio›$273.3K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors1,696
0.0% of portfolio›$272.7K
Sterling Investment Counsel, LLC1,688
0.1% of portfolio›$271.3K
Legacy Advisors, LLC1,680
0.0% of portfolio›$270.0K
Heritage Investment Group, Inc.1,673
0.0% of portfolio›$269.0K
Edgemoor Investment Advisors, Inc.1,671
0.0% of portfolio›$268.6K
Joel Adams & Associates, Inc.1,667
0.2% of portfolio›$268.0K
SYM Financial Corp1,665
0.0% of portfolio›$267.6K
Unified Investment Management1,665
0.2% of portfolio›$267.6K
Chesley Taft & Associates LLC1,646
0.0% of portfolio›$264.6K
BostonPremier Wealth LLC1,633
0.1% of portfolio›$262.5K
Daymark Wealth Partners, LLC1,633
0.0% of portfolio›$262.5K
Lawood & Co1,622
0.2% of portfolio›$260.7K
Invested Advisors1,605
0.2% of portfolio›$258.0K
Oarsman Capital, Inc.1,602
0.0% of portfolio›$257.5K
Neumann Capital Management, LLC1,599
0.1% of portfolio›$257.0K
Galvin, Gaustad & Stein, LLC1,595
0.0% of portfolio›$256.5K
Align Financial, LLC1,589
0.1% of portfolio›$255.4K
International Assets Investment Management, LLC1,585
0.0% of portfolio›$256.5K
Lynx Investment Advisory1,570
0.1% of portfolio›$252.4K
Wealth Science Advisors LLC1,554
0.1% of portfolio›$249.8K
Visionary Wealth Advisors1,544
0.0% of portfolio›$248.2K
Y-Intercept (Hong Kong) Ltd1,531
0.0% of portfolio›$246.1K
Monarch Capital Management Inc1,520
0.1% of portfolio›$244.3K
Versant Capital Management, Inc1,505
0.0% of portfolio›$242.0K
Triangle Securities Wealth Management1,503
0.0% of portfolio›$241.5K
Partners Wealth Management, LLC1,493
0.0% of portfolio›$240.1K
Almanack Investment Partners, Llc.1,480
0.0% of portfolio›$237.9K
Oakworth Capital, Inc.1,477
0.0% of portfolio›$237.4K
Split Rock Private Trading & Wealth Management, LLC1,461
0.2% of portfolio›$234.8K
Elevation Wealth Management LLC1,450
0.2% of portfolio›$233.2K
New England Private Wealth Advisors LLC1,449
0.0% of portfolio›$232.9K
Foundation Wealth Management, LLC1,443
0.1% of portfolio›$231.9K
TCV Trust & Wealth Management, Inc.1,434
0.0% of portfolio›$230.5K
Accelerate Investment Advisors LLC1,431
0.1% of portfolio›$230.1K
Mlp3, LLC1,420
0.2% of portfolio›$228.3K
NBH Bank1,420
0.1% of portfolio›$228.3K
Pinnacle Wealth Management Advisory Group, LLC1,413
0.0% of portfolio›$227.1K
Verum Partners LLC1,380
0.0% of portfolio›$221.8K
First Business Financial Services, Inc.1,377
0.0% of portfolio›$221.3K
Gallacher Capital Management LLC1,373
0.2% of portfolio›$220.7K
Swmg, LLC1,373
0.1% of portfolio›$232.3K
Independence Bank of Kentucky1,368
0.0% of portfolio›$219.9K
Flynn Zito Capital Management, LLC1,363
0.1% of portfolio›$219.1K
Princeton Global Asset Management LLC1,363
0.0% of portfolio›$219.2K
True Freedom Investing, LLC1,361
0.0% of portfolio›$218.8K
Networth Advisors, LLC1,360
0.1% of portfolio›$218.6K
Independent Solutions Wealth Management, LLC1,358
0.0% of portfolio›$218.3K
Eubel Brady & Suttman Asset Management Inc1,335
0.1% of portfolio›$215.0K
Smith Chas P & Associates PA Cpas1,319
0.0% of portfolio›$218.8K
Everhart Financial Group, Inc.1,318
0.0% of portfolio›$211.9K
First Command Advisory Services, Inc.1,317
0.0% of portfolio›$211.7K
W Advisors, LLC1,303
0.1% of portfolio›$209.4K
Three Bridge Wealth Advisors, LLC1,300
0.0% of portfolio›$209.0K
First Citizens Financial Corp1,297
0.1% of portfolio›$208.5K
Hazlett, Burt & Watson, Inc.1,293
0.1% of portfolio›$197.0K
Tanager Wealth Management LLP1,278
0.0% of portfolio›$205.4K
Schneider Downs Wealth Management Advisors, LP1,278
0.0% of portfolio›$205.4K
BancFirst Trust & Investment Management1,271
0.1% of portfolio›$205.7K
YHB Investment Advisors, Inc.1,270
0.0% of portfolio›$204.1K
Aspiriant, LLC1,265
0.0% of portfolio›$203.3K
Narus Financial Partners, LLC1,260
0.1% of portfolio›$202.5K
MLG Wealth Management DBA Pine Grove Financial Group1,258
0.0% of portfolio›$202.2K
Tucker Asset Management LLC1,254
0.0% of portfolio›$201.6K
Gamma Investing LLC1,217
0.0% of portfolio›$195.6K
Townsend Asset Management Corp1,193
0.1% of portfolio›$191.8K
Reap Financial Group, LLC1,176
0.0% of portfolio›$189.1K
Tounjian Advisory Partners, LLC1,145
0.1% of portfolio›$184.1K
UMB Private Wealth Management, LLC1,090
0.2% of portfolio›$175.2K
Clayton Financial Group LLC1,051
0.1% of portfolio›$168.9K
Polaris Financial Partners1,050
0.1% of portfolio›$170
Hamilton Point Investment Advisors, LLC1,039
0.0% of portfolio›$166.9K
Richardson Financial Services Inc.1,018
0.1% of portfolio›$163.6K
High Note Wealth, LLC992
0.0% of portfolio›$159.5K
Duncker Streett & Co Inc961
0.0% of portfolio›$154.5K
Blue Trust, Inc.948
0.0% of portfolio›$152.4K
Midwest Capital Advisors, LLC913
0.1% of portfolio›$146.7K
Burk Holdings LLC902
0.1% of portfolio›$145.0K
Realta Investment Advisors881
0.0% of portfolio›$141.7K
Cordgrass Capital Advisors, LLC862
0.1% of portfolio›$138.6K
Elevation Wealth Partners, LLC861
0.0% of portfolio›$138.5K
Jacobi Capital Management LLC790
0.0% of portfolio›$127.0K
Bare Financial Services, Inc784
0.0% of portfolio›$126.0K
Creative Financial Designs Inc779
0.0% of portfolio›$125.2K
Holos Integrated Wealth LLC767
0.1% of portfolio›$126.7K
Elyxium Wealth, LLC750
0.0% of portfolio›$120.6K
Trust Co749
0.0% of portfolio›$120.3K
Pflug Koory, LLC714
0.0% of portfolio›$114.8K
CoreCap Advisors, LLC709
0.0% of portfolio›$114.0K
AlphaCore Capital LLC696
0.0% of portfolio›$111.9K
Harbor Asset Planning, Inc.695
0.1% of portfolio›$111.8K
Steph & Co679
0.0% of portfolio›$109.1K
Acropolis Investment Management, LLC666
0.0% of portfolio›$107.0K
Private Wealth Management Group, LLC655
0.0% of portfolio›$105.3K
Tsfg, LLC645
0.0% of portfolio›$104
CX Institutional601
0.0% of portfolio›$97
Provident Wealth Management, LLC596
0.0% of portfolio›$95.8K
Golden State Wealth Management, LLC573
0.0% of portfolio›$92.1K
Blue Bell Private Wealth Management, LLC559
0.0% of portfolio›$89.9K
GoalVest Advisory LLC531
0.0% of portfolio›$85.4K
Brown, Lisle Ings, Inc.525
0.0% of portfolio›$84.4K
Legacies Wealth LLC502
0.0% of portfolio›$80.7K
North Star Investment Management Corp.494
0.0% of portfolio›$79.4K
Compass Financial Management LLC494
0.0% of portfolio›$79.4K
United Community Bank491
0.0% of portfolio›$78.9K
Olistico Wealth, LLC474
0.0% of portfolio›$76.2K
Bangor Savings Bank466
0.0% of portfolio›$74.9K
Downshift Financial, LLC464
0.0% of portfolio›$74.5K
City State Bank460
0.0% of portfolio›$73.9K
Asset Dedication, LLC439
0.0% of portfolio›$70.6K
Armstrong Advisory Group, Inc435
0.0% of portfolio›$69.9K
Capital Investment Advisory Services, LLC415
0.0% of portfolio›$66.7K
Rossby Financial, LCC413
0.0% of portfolio›$66.4K
Richards, Merrill & Peterson, Inc.379
0.0% of portfolio›$60.9K
Hilton Head Capital Partners, LLC370
0.0% of portfolio›$59.5K
Jnba Financial Advisors339
0.0% of portfolio›$54.5K
James T. Borello RIA333
0.0% of portfolio›$53.5K
Biltmore Family Office, LLC310
0.0% of portfolio›$49.8K
Archer Investment Corp309
0.0% of portfolio›$49.7K
Wealth Enhancement Trust Services, Inc.303
0.0% of portfolio›$48.7K
Kimelman & Baird, LLC284
0.0% of portfolio›$45.7K
Horizons Wealth Management279
0.0% of portfolio›$44.8K
Caldwell Trust Co261
0.0% of portfolio›$42.0K
Rosenberg Matthew Hamilton255
0.0% of portfolio›$41.0K
Register Financial Advisors LLC254
0.0% of portfolio›$40.8K
Trust Co of Toledo NA251
0.0% of portfolio›$40.3K
Gen-Wealth Partners Inc250
0.0% of portfolio›$40.2K
KFG LLC249
0.0% of portfolio›$40.0K
Laurel Wealth Advisors LLC248
0.0% of portfolio›$39.9K
Hughes Financial Services, LLC247
0.0% of portfolio›$42.3K
Abound Wealth Management240
0.0% of portfolio›$38.7K
Latitude Advisors, LLC233
0.0% of portfolio›$37.5K
Trifecta Capital Advisors, LLC220
0.0% of portfolio›$35.4K
American Capital Advisory, LLC220
0.0% of portfolio›$35.4K
Mcdonald Partners LLC218
0.0% of portfolio›$35.0K
Bank of New Hampshire213
0.0% of portfolio›$34.2K
Triumph Capital Management211
0.0% of portfolio›$33.9K
Rossmore Private Capital210
0.0% of portfolio›$33.8K
Financial Consulate, Inc207
0.0% of portfolio›$33.3K
Global Trust Asset Management, LLC205
0.0% of portfolio›$32.9K
Beacon Investment Advisory Services, Inc.204
0.0% of portfolio›$32.8K
DecisionPoint Financial, LLC201
0.0% of portfolio›$32.5K
Westside Investment Management, Inc.200
0.0% of portfolio›$32.5K
Pension & Wealth Management Advisors, Inc.197
0.0% of portfolio›$31.7K
Peachtree Investment Partners, LLC195
0.0% of portfolio›$31.3K
Tower Trust & Investment Co190
0.0% of portfolio›$30.5K
Signature Equity Partners, LLC179
0.0% of portfolio›$28.8K
Roxbury Financial LLC177
0.0% of portfolio›$28.5K
Signature Resources Capital Management, LLC171
0.0% of portfolio›$27.5K
Avion Wealth167
0.0% of portfolio›$26
Fairman Group, LLC166
0.0% of portfolio›$26.8K
Signaturefd, LLC163
0.0% of portfolio›$26.2K
Albion Financial Group162
0.0% of portfolio›$26.0K
Monetary Solutions, Ltd150
0.0% of portfolio›$24.1K
Hara Capital LLC148
0.0% of portfolio›$23.8K
Winthrop Capital Management, LLC139
0.0% of portfolio›$22.3K
Planning Strategies Inc.136
0.0% of portfolio›$21.9K
Wealth Analytics Partners, LLC131
0.0% of portfolio›$21.1K
Ascentis Wealth Management, LLC121
0.0% of portfolio›$19.5K
Center for Financial Planning, Inc.116
0.0% of portfolio›$18.6K
Evermay Wealth Management LLC107
0.0% of portfolio›$17.2K
Capital Advisors, Ltd. LLC100
0.0% of portfolio›$16
Elevated Capital Advisors, LLC97
0.0% of portfolio›$15.6K
RMG Wealth Management LLC95
0.0% of portfolio›$16.0K
Ashton Thomas Securities, LLC92
0.0% of portfolio›$14.8K
Thompson Investment Management, Inc.92
0.0% of portfolio›$14.8K
IFS Advisors, LLC89
0.0% of portfolio›$14.4K
Sfam, LLC89
0.0% of portfolio›$14.3K
MilWealth Group LLC88
0.0% of portfolio›$14.1K
Bullock Wealth Management Group87
0.0% of portfolio›$14.2K
Mechanics Financial Corp86
0.0% of portfolio›$13.8K
Markowski Investments81
0.0% of portfolio›$13.1K
Indiana Trust & Investment Management Co80
0.0% of portfolio›$12.9K
Tompkins Financial Corp75
0.0% of portfolio›$12.1K
American National Bank & Trust74
0.0% of portfolio›$11.9K
Valued Wealth Advisors LLC73
0.0% of portfolio›$11.7K
Arcadia Investment Advisors LLC72
0.0% of portfolio›$11.6K
Ares Financial Consulting, LLC61
0.0% of portfolio›$9.8K
Tower View Wealth Management LLC61
0.0% of portfolio›$9.9K
Community Financial Services Group, LLC60
0.0% of portfolio›$9.7K
Silver Grove Financial Group, Inc.56
0.0% of portfolio›$9.0K
DB Fitzpatrick & Co, Inc55
0.0% of portfolio›$8.8K
Investment Research & Advisory Group, Inc.55
0.0% of portfolio›$8.8K
Breakwater Investment Management55
0.0% of portfolio›$8.8K
Davis Capital Management52
0.0% of portfolio›$8.4K
Moisand Fitzgerald Tamayo, LLC52
0.0% of portfolio›$8.4K
Provenance Wealth Advisors, LLC49
0.0% of portfolio›$7.8K
Phillips Financial Management, LLC48
0.0% of portfolio›$7.7K
GGM Financial LLC43
0.0% of portfolio›$6.9K
Larson Financial Group LLC42
0.0% of portfolio›$6.8K
First Community Trust NA41
0.0% of portfolio›$6.6K
Salomon & Ludwin, LLC40
0.0% of portfolio›$6.4K
Daytona Street Capital LLC34
0.0% of portfolio›$5.6K
Thurston, Springer, Miller, Herd & Titak, Inc.34
0.0% of portfolio›$5.5K
Nemes Rush Group LLC30
0.0% of portfolio›$4.8K
Wolff Wiese Magana LLC28
0.0% of portfolio›$4.5K
Yankcom Partnership27
0.0% of portfolio›$4.3K
Reyes Financial Architecture, Inc.21
0.0% of portfolio›$3.4K
PFS Partners, LLC19
0.0% of portfolio›$3.1K
Pinnacle Wealth Planning Services, Inc.18
0.0% of portfolio›$2.9K
Bear Mountain Capital, Inc.16
0.0% of portfolio›$2.7K
Quaker Wealth Management, LLC12
0.0% of portfolio›$1.9K
Blueline Advisors LLC10
0.0% of portfolio›$1.7K
Bell Investment Advisors, Inc6
0.0% of portfolio›$965
Activest Wealth Management5
0.0% of portfolio›$804
Main Street Group, LTD5
0.0% of portfolio›$804
SJS Investment Consulting Inc.4
0.0% of portfolio›$643
StyleTurnoverLocationFiled
US Bancorp \de\
1,971,552$316.9M0.3%IndexLowMinneapolis, MN2026-11-05
First Citizens Bank & Trust Co
1,851,574$297.6M4.4%CoreMediumRaleigh, NC2026-10-14
Commonwealth Equity Services, LLC
1,695,913$272.6M0.4%ETFLowWaltham, MA2026-11-02
Cassaday & Co Wealth Management LLC
1,044,629$167.9M3.0%ETFVery LowMclean, VA2026-10-27
Vantagepoint Investment Advisers LLC
783,511$125.9M1.0%ETFVery LowWashington, DC2026-10-26
Stephens Group Asset Management, LLC
680,980$109.5M6.3%ETFVery LowLittle Rock, AR2026-10-09
Truist Financial Corp
438,776$70.5M0.1%CoreLowCharlotte, NC2026-10-30
Lido Advisors, LLC
324,496$52.2M0.1%GrowthLowLos Angeles, CA2026-11-04
AMG National Trust Bank
306,428$49.3M1.0%ETFLowGreenwood Village, CO2026-11-05
Chicago Partners Investment Group LLC
250,450$42.2M0.8%GARPLowChicago, IL2026-10-27
Cedar Mountain Advisors, LLC
241,344$38.8M6.6%ETFVery LowLake Oswego, OR2026-10-15
Globalt Investments LLC / GA
238,962$38.4M1.3%ETFLowAtlanta, GA2026-10-27
Lpwm LLC
215,015$34.6M7.5%ETFMediumMinneapolis, MN2026-10-20
Fifth Third Bancorp
195,770$31.5M0.1%IndexVery LowCincinnati, OH2026-11-05
Keybank National Association
193,338$31.1M0.1%CoreLowBrooklyn, OH2026-11-04
Badgley Phelps Wealth Managers, LLC
183,178$29.4M0.5%GrowthVery LowSeattle, WA2026-10-22
Rodgers & Associates, LTD
164,719$26.5M2.5%ETFVery LowLancaster, PA2026-10-20
Kestra Advisory Services, LLC
163,733$26.3M0.1%CoreLowAustin, TX2026-11-02
Parkway Wealth Management Group, LLC
162,800$26.2M3.0%ETFHighPlano, TX2026-10-20
RTD Financial Advisors, Inc.
141,776$22.8M2.5%ETFLowPhiladelphia, PA2026-10-09
Creative Planning
133,408$21.4M0.0%IndexVery LowOverland Park, KS2026-11-02
LBJ Family Wealth Advisors, Ltd.
125,841$20.2K10.3%ETFVery LowAustin, TX2026-10-01
Evergreen Capital Management LLC
116,219$18.7M0.3%GARPMediumBellevue, WA2026-10-23
Fifth Third Securities, Inc.
111,331$17.9M0.9%ETFLowCincinnati, OH2026-10-21
Kingdom Financial Group Llc.
101,977$16.4M4.1%ETFMediumPeoria, AZ2026-11-04
Avantax Planning Partners, Inc.
94,447$15.2M0.4%ETFLowDubuque, IA2026-11-03
Kestra Private Wealth Services, LLC
94,414$15.2M0.2%GrowthLowAustin, TX2026-10-30
Bishop & Co Investment Management, LLC
91,724$14.7M4.6%ETFLowErie, PA2026-11-05
Occidental Asset Management, LLC
91,100$14.6M1.3%GrowthLowBurlingame, CA2026-11-05
First Horizon Corp
87,830$14.1M0.5%CoreLowMemphis, TN2026-10-26
Bokf, NA
87,177$14.0M0.2%CoreLowTulsa, OK2026-10-27
LifeWealth Investments, LLC
77,602$12.5M3.5%ETFMediumWinter Garden, FL2026-10-21
Investment Partners, Ltd.
74,046$11.9M1.8%ETFVery LowNew Philadelphia, OH2026-10-29
WestHill Financial Advisors, Inc.
73,378$11.8M2.0%ETFVery LowSan Rafael, CA2026-10-14
Bank of New York Mellon Corp
73,070$11.7M0.0%CoreLowNew York, NY2026-11-05
Sentinel Advisory Group, LLC
70,625$11.4M4.6%ETFVery LowMiddleton, WI2026-10-20
XML Financial, LLC
68,415$11.0M0.8%ETFLowBethesda, MD2026-10-29
Sterling Capital Management LLC
65,104$10.5M0.2%GARPMediumCharlotte, NC2026-10-22
Conning Inc.
63,591$10.2M0.3%CoreMediumHartford, CT2026-10-27
Howard Bailey Securities, LLC
62,473$10.0M3.9%ETFMediumFort Wayne, IN2026-10-27
Corundum Group, Inc.
62,246$10.0M2.6%CoreLowColorado Springs, CO2026-10-28
Park Avenue Securities LLC
58,612$9.4K0.0%ETFMediumNew York, NY2026-10-26
MFA Wealth Advisors, LLC
58,612$9.4M1.6%ETFMediumPittsburgh, PA2026-10-07
Wealth Enhancement Advisory Services, LLC
58,411$9.6M0.0%CoreLowPlymouth, MN2026-10-13
Cambridge Investment Research Advisors, Inc.
54,461$8.8K0.0%ETFLowFairfield, IA2026-11-02
Inlight Wealth Management, LLC
53,794$8.6M2.5%ETFVery LowAtlanta, GA2026-10-21
Powell Investment Advisors, LLC
53,259$8.6M2.7%ETFVery LowMiami, FL2026-10-22
Inspirion Wealth Advisors, LLC
52,781$8.5M1.0%ETFMediumLibertyville, IL2026-10-09
Summit Wealth Group LLC / Co
51,551$8.3M0.5%ETFHighColorado Springs, CO2026-10-29
Farther Finance Advisors, LLC
48,141$7.7M0.1%IndexLowSan Francisco, CA2026-10-08
Ticino Wealth
46,452$7.5M2.3%GARPMediumMission Viejo, CA2026-10-13
James J. Burns & Company, LLC
46,324$7.4M0.8%ETFVery LowMelville, NY2026-10-22
Processus Wealth & Capital Management, LLC
45,793$7.4M4.3%GrowthVery LowBrentwood, TN2026-10-16
Modera Wealth Management, LLC
44,576$7.2M0.1%ETFVery LowWestwood, NJ2026-10-28
Key Capital Management, Inc
43,812$7.0M2.6%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Farmers & Merchants Investments Inc
43,378$7.0M0.2%CoreVery LowLincoln, NE2026-10-22
Accredited Investors Inc.
42,349$6.8M0.3%ETFLowEdina, MN2026-11-03
Sowell Financial Services LLC
42,200$6.8M0.2%CoreLowNorth Little Rock, AR2026-10-23
Montgomery Financial Services LLC
40,681$6.5M5.4%ETFN/AOcean City, MD2026-11-03
Midwest Trust Co
40,011$6.4M0.1%CoreLowOverland Park, KS2026-10-22
Thompson Siegel & Walmsley LLC
39,920$6.4M0.3%Deep ValueMediumRichmond, VA2026-11-05
Mather Group, Llc.
38,985$6.3M0.1%ETFMediumChicago, IL2026-10-14
First Merchants Corp
38,951$6.3M0.2%GrowthLowMuncie, IN2026-10-15
Simplicity Wealth,LLC
38,275$6.2M0.2%ETFLowSummit, NJ2026-10-23
Mullaney, Keating & Wright, Inc.
37,911$6.1M2.8%GrowthVery LowMiddletown, CT2026-10-19
Kelsey Financial, LLC
34,804$5.6M4.5%ETFLowMoorpark, CA2026-10-28
Regions Financial Corp
34,638$5.6M0.0%CoreLowBirmingham, AL2026-11-05
Councilor Wealth, LLC
34,056$5.5M2.3%ETFLowBethesda, MD2026-10-09
Whitaker-Myers Wealth Managers, Ltd.
33,788$5.4M0.9%ETFMediumMansfield, OH2026-10-09
Focus Financial Network, Inc.
33,583$5.4M0.2%ETFLowMinneapolis, MN2026-10-14
Principal Financial Group Inc
33,425$5.4M0.0%CoreLowDes Moines, IA2026-11-02
McAdam, LLC
32,854$5.3M0.2%ETFLowPhiladelphia, PA2026-10-21
Ashton Thomas Private Wealth, LLC
32,526$5.2M0.1%CoreMediumScottsdale, AZ2026-11-03
Concurrent Investment Advisors, LLC
32,190$5.2M0.0%GrowthMediumTampa, FL2026-10-16
LWM Advisors Inc
31,544$5.1M3.8%ETFLowEl Dorado Hills, CA2026-10-08
J.W. Cole Advisors, Inc.
29,776$4.8M0.1%IndexLowTampa, FL2026-11-05
City Holding Co
29,679$4.8M0.5%CoreLowCharleston, WV2026-10-19
Moran Wealth Management, LLC
29,603$4.8M0.1%CoreMediumNaples, FL2026-10-22
VestGen Advisors, LLC
29,126$4.7M0.1%GrowthMediumChicago, IL2026-10-27
Auour Investments LLC
28,851$4.6M1.3%ETFLowWoburn, MA2026-10-28
ARK & TLK Investments, LLC
28,477$4.6M1.1%ETFLowOklahoma City, OK2026-10-20
Arcadia Wealth Management, LLC
27,394$4.4M1.3%ETFLowManchester, NH2026-10-22
Ascent Group, LLC
26,625$4.3M0.1%CoreLowVirginia Beach, VA2026-10-30
Eukles Asset Management
26,252$4.2M1.7%CoreLowCincinnati, OH2026-11-04
Connecticut Wealth Management, LLC
26,054$4.2M0.2%ETFLowFarmington, CT2026-10-13
Harbor Investment Advisory, LLC
24,522$3.9M0.3%GrowthLowLutherville, MD2026-10-13
Bryn Mawr Trust Advisors, LLC
24,193$3.9M0.2%CoreLowPhiladelphia, PA2026-11-04
Wilmington Savings Fund Society, FSB
24,175$3.9M0.1%CoreLowWilmington, DE2026-10-23
Sigma Planning Corp
23,528$3.8M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Sage Financial Group Inc
23,310$3.7M0.2%ETFVery LowW. Conshohocken, PA2026-10-27
MSH Capital Advisors LLC
23,131$3.7M0.6%CoreLowScottsdale, AZ2026-11-03
Equitable Trust Co
22,899$3.7M0.2%CoreLowNashville, TN2026-10-13
Friday Financial
22,888$3.7M0.7%ETFVery LowDubuque, IA2026-10-09
Amarillo National Bank
22,592$3.6M0.6%ETFVery LowAmarillo, TX2026-10-23
Tectonic Advisors LLC
22,445$3.6M0.2%YieldLowFrisco, TX2026-10-22
Hapanowicz & Associates Financial Services, Inc
21,735$3.5M1.1%ETFVery LowPittsburgh, PA2026-10-29
Whitegate Investment Counselors, Inc.
21,359$3.4M1.0%ETFVery LowConcord, NH2026-11-02
Oppenheimer & Co Inc
20,906$3.4M0.0%CoreLowNew York, NY2026-10-26
First Pacific Financial
20,812$3.3M0.3%ETFLowVancouver, WA2026-10-14
Atlas Brown,Inc.
20,020$3.2M0.8%GrowthLowLouisville, KY2026-10-09
Anchor Capital Advisors LLC
19,647$3.2M0.1%ValueMediumBoston, MA2026-11-05
Brighton Jones LLC
19,183$3.1M0.1%CoreVery LowSeattle, WA2026-11-03
Strategic Blueprint, LLC
19,048$3.1M0.1%ETFLowAtlanta, GA2026-10-22
IFP Advisors, Inc
18,844$3.0M0.1%GrowthLowTampa, FL2026-10-16
Telos Capital Management, Inc.
18,843$3.0M0.3%CoreLowSan Diego, CA2026-11-02
Capital Squared Financial LLC
18,457$3.0M1.9%ETFVery LowRockville, MD2026-10-30
Assetmark, Inc
18,279$2.9M0.0%ETFLowConcord, CA2026-10-21
Heck Capital Advisors, LLC
18,227$2.9M0.2%ETFMediumRhinelander, WI2026-10-14
Brady Martz Wealth Solutions, LLC
18,067$2.9M0.4%ETFLowGrand Forks, ND2026-11-05
HUB Investment Partners, LLC
17,544$2.8M0.0%GrowthLowAustin, TX2026-11-03
Parallel Advisors, LLC
17,143$2.8M0.0%IndexLowSan Francisco, CA2026-11-03
LMG Wealth Partners, LLC
17,142$2.8M0.4%ValueVery LowShreveport, LA2026-11-05
KMG Fiduciary Partners, LLC
16,934$2.7M0.3%GrowthLowToledo, OH2026-10-14
Nations Financial Group Inc,
16,763$2.7M0.1%CoreLowCedar Rapids, IA2026-11-05
Allegheny Financial Group
16,404$2.6M0.3%CoreLowPittsburgh, PA2026-11-05
Noble Family Wealth, LLC
16,244$2.6M0.5%ETFVery LowClearwater, FL2026-10-26
Citigroup Inc
15,773$2.5M0.0%CoreMediumNew York, NY2026-11-04
Quadrant Capital Group LLC
14,474$2.4M0.1%CoreLowCincinnati, OH2026-10-20
Laurel OAK Wealth Management, LLC
14,220$2.3M0.3%GrowthLowMarlton, NJ2026-10-19
Alpine Bank Wealth Management
14,212$2.3M0.3%ETFHighGrand Junction, CO2026-10-16
Goelzer Investment Management, Inc.
13,936$2.2M0.1%GrowthLowCarmel, IN2026-10-16
Meridian Wealth Management, LLC
13,854$2.2M0.1%GrowthLowLexington, KY2026-11-05
D.A. Davidson & Co.
13,338$2.1M0.0%CoreLowGreat Falls, MT2026-10-28
Horst & Graben Wealth Management LLC
13,213$2.1M0.3%ETFMediumPortland, OR2026-11-02
Choreo, LLC
12,807$2.1M0.0%IndexLowRockford, IL2026-10-28
Vise Technologies, Inc.
12,242$2.0M0.0%IndexLowNew York, NY2026-10-29
Csenge Advisory Group
12,192$2.0M0.1%ETFMediumClearwater, FL2026-11-04
Compound Planning, Inc.
11,799$1.9M0.0%CoreLowNew York, NY2026-11-05
Cullen T Bankers, Inc.
11,619$1.9M0.0%GrowthLowSan Antonio, TX2026-10-28
Eagle Strategies LLC
11,604$1.9M0.2%ETFLowNew York, NY2026-10-16
Courier Capital LLC
11,512$1.9M0.1%ETFLowBuffalo, NY2026-10-19
TD Private Client Wealth LLC
11,171$1.8M0.0%ETFLowNew York, NY2026-10-28
Legacy Bridge, LLC
10,950$1.8M0.6%GrowthVery LowWest Des Moines, IA2026-10-28
Prime Capital Investment Advisors, LLC
10,931$1.8M0.0%ETFLowOverland Park, KS2026-10-20
Trust Point Inc.
10,864$1.7M0.1%CoreMediumLa Crosse, WI2026-10-27
Prospera Financial Services Inc
10,846$1.8M0.0%CoreMediumDallas, TX2026-11-04
Vertrix Wealth Management, LLC
10,529$1.7M0.6%CoreMediumTroy, MI2026-10-13
HB Wealth Management, LLC
10,112$1.6M0.0%IndexVery LowAtlanta, GA2026-10-23
Affinity Capital Advisors, LLC
9,998$1.6M0.2%ETFLowBerkeley, CA2026-10-13
Wesbanco Bank Inc
9,917$1.6M0.1%CoreLowWheeling, WV2026-11-04
Private Trust Co NA
9,872$1.6M0.1%CoreLowCleveland, OH2026-10-20
Thrivent Financial for Lutherans
9,773$1.6M0.0%GARPMediumMinneapolis, MN2026-11-05
Granville Capital, Inc.
9,701$1.6M0.6%ETFVery LowGreensboro, NC2026-11-05
MV Capital Management, Inc.
9,603$1.5M0.1%ETFLowBethesda, MD2026-10-29
Global Trust Wealth Management LLC
9,298$1.5M1.1%ETFMediumWest Palm Beach, FL2026-10-14
Wealthcare Advisory Partners LLC
9,285$1.5M0.0%ETFLowWest Chester, PA2026-10-21
Sonata Capital Group Inc
9,256$1.5M0.5%ETFVery LowSeattle, WA2026-10-19
Luts & Greenleigh Group, Inc.
9,207$1.5M1.1%CoreVery LowBethesda, MD2026-11-05
Brookstone Capital Management
8,897$1.4M0.0%ETFMediumWheaton, IL2026-10-22
Secure Asset Management, LLC
8,759$1.4M0.2%GrowthMediumTroy, MI2026-10-19
Clearwave Capital, LLC
8,750$1.4M0.7%GrowthLowUpland, CA2026-10-27
Carlton Hofferkamp & Jenks Wealth Management, LLC
8,687$1.5M0.5%ETFLowThe Woodlands, TX2026-10-21
Lanark Financial, Inc.
8,536$1.4M0.1%CoreMediumBirmingham, AL2026-10-26
Allstreet Capital Advisors LLC
8,420$1.4M0.9%ETFVery LowLos Angeles, CA2026-11-04
Evensky & Katz LLC
8,319$1.3K0.0%ETFVery LowCoral Gables, FL2026-10-27
FWG Investments, Llc.
8,239$1.3M0.6%ETFMediumLexington, KY2026-11-03
Saxon Interests, Inc.
8,231$1.3M0.5%ETFMediumHouston, TX2026-10-26
Kingswood Wealth Advisors, LLC
8,064$1.3M0.0%GrowthLowSan Diego, CA2026-10-23
Strategic Family Wealth Counselors, L.L.C.
7,999$1.3M0.3%ETFVery LowFairfield, NJ2026-10-29
Rebalance, LLC
7,986$1.3M0.1%ETFVery LowPalo Alto, CA2026-10-22
Financial Guidance Group, Inc.
7,943$1.3M0.5%ETFVery LowPalm Harbor, FL2026-10-21
Ipswich Investment Management Co., Inc.
7,920$1.3M0.3%CoreLowBeverly, MA2026-10-13
Glenview Trust Co
7,760$1.2M0.0%GrowthVery LowLouisville, KY2026-10-28
Quest 10 Wealth Builders, Inc.
7,632$1.2M0.9%ETFLowFuquay-Varina, VA2026-11-02
ADE, LLC
7,586$1.2M0.5%ETFLowBaltimore, MD2026-10-29
Norden Group LLC
7,569$1.2M0.1%GrowthMediumProvo, UT2026-10-20
Parkside Financial Bank & Trust
7,397$1.2M0.1%CoreVery LowSaint Louis, MO2026-10-27
Cornerstone Wealth Management, LLC
7,288$1.2M0.0%ETFVery LowSt. Peters, MO2026-11-04
Home Federal Bank of Tennessee
7,267$1.2M0.3%ETFVery LowKnoxville, TN2026-10-15
Warwick Investment Management, Inc.
7,259$1.2M0.1%ETFLowBryan, TX2026-10-19
First National Trust Co
7,259$1.2M0.0%GrowthLowJohnstown, PA2026-10-28
MCF Advisors LLC
7,187$1.2M0.0%ETFLowLexington, KY2026-10-28
Beacon Bank & Trust
7,174$1.2M0.2%CoreMediumBoston, MA2026-10-27
Five Oceans Advisors
7,164$1.2M0.4%ETFVery LowCarlsbad, CA2026-10-22
PKS Advisory Services, LLC
7,056$1.2M0.2%ETFMediumAlbany, NY2026-10-26
McClarren Financial Advisors, Inc.
6,966$2.9M1.5%ETFMediumState College, PA2026-10-15
Private Management Group Inc
6,949$1.1M0.0%YieldLowIrvine, CA2026-11-04
Intergy Private Wealth, LLC
6,926$1.1M0.3%ETFVery LowColorado Springs, CO2026-10-16
Renasant Bank
6,915$1.1M0.7%CoreMediumTupelo, MS2026-11-05
Viewpoint Capital Management LLC
6,819$1.1M0.5%CoreVery LowSeattle, WA2026-10-27
Bailard, Inc.
6,809$1.1M0.0%GrowthMediumFoster City, CA2026-10-13
Greenleaf Trust
6,733$1.1M0.0%CoreLowKalamazoo, MI2026-10-29
Davenport & Co LLC
6,561$1.1M0.0%CoreMediumRichmond, VA2026-10-14
Avior Wealth Management, LLC
6,554$1.1M0.0%ETFMediumOmaha, NE2026-10-13
Fifth Third Wealth Advisors LLC
6,539$1.1M0.0%IndexVery LowCincinnati, OH2026-10-22
Gryphon Financial Partners LLC
6,459$1.0M0.1%IndexLowColumbus, OH2026-11-04
Sacks & Associates, LLC
6,322$1.0M0.7%ETFLowWarren, NJ2026-10-09
Global Wealth Management Investment Advisory, Inc.
6,307$1.0M0.1%CoreLowFort Lauderdale, FL2026-11-04
B. Riley Wealth Advisors, Inc.
6,260$1.0M0.0%GrowthLowMemphis, TN2026-10-13
Harbour Capital Advisors, LLC
6,150$988.6K0.2%GrowthLowTysons Corner, VA2026-10-13
Mycio Wealth Partners, LLC
6,146$987.9K0.2%Deep ValueVery LowPhiladelphia, PA2026-11-04
Roberts Financial Services LLC
6,112$982.4K0.3%ETFLowMarquette, MI2026-10-23
Stegner Investment Associates Inc.
6,107$981.6K0.5%ETFVery LowLouisville, KY2026-10-15
Asempa Wealth Advisors
6,006$971.5K0.7%ETFLowBaton Rouge, LA2026-10-07
Prosperity Planning, Inc.
5,976$960.6K0.2%ETFVery LowNorth Kansas City, MO2026-10-09
Ascentis Independent Advisors
5,913$950.8K0.1%ETFLowDallas, TX2026-11-03
JP Wealth Management, Inc.
5,868$626.2K0.4%ETFLowMt. Pleasant, SC2026-10-07
Revolve Wealth Partners, LLC
5,836$938.1K0.1%ETFVery LowHackensack, NJ2026-10-23
Crescent Grove Advisors, LLC
5,814$934.5K0.1%ETFLowLake Forest, IL2026-10-21
Farmers & Merchants Trust Co of Long Beach
5,730$921.0K0.2%CoreVery LowLong Beach, CA2026-10-22
Tranquility Partners, LLC
5,596$899.5K0.3%CoreLowBrentwood, TN2026-10-20
Rockland Trust Co
5,549$891.9K0.0%CoreLowHanover, MA2026-10-05
Central Trust Co
5,507$885.2K0.0%CoreLowJefferson City, MO2026-11-05
Romano Brothers and Company
5,466$878.6K0.1%CoreLowEvanston, IL2026-10-22
SBK Financial, Inc.
5,449$875.9K0.4%N/AN/ARichmond, VA2026-11-02
Washington Trust Bank
5,238$842.0K0.1%CoreLowSpokane, WA2026-11-03
Wedgewood Investors Inc
5,212$837.8K0.9%CoreLowErie, PA2026-10-28
Stevens Capital Partners
5,200$835.8K0.1%ETFVery LowOmaha, NE2026-10-29
Old National Bancorp
5,156$828.8K0.0%CoreLowEvansville, IN2026-10-20
Valeo Financial Advisors, LLC
5,026$809.6K0.0%ETFLowCarmel, IN2026-10-08
One Day In July LLC
4,991$802.3K0.1%ETFVery LowBurlington, VT2026-10-30
Canandaigua National Bank & Trust Co
4,954$796.3K0.1%CoreVery LowCanandaigua, NY2026-10-07
Northstar Asset Management Co
4,953$832.6K0.2%CoreVery LowBlue Bell, PA2026-10-22
B.O.S.S. Retirement Advisors, LLC
4,945$794.9K0.2%ETFMediumLehi, UT2026-10-26
City Center Advisors, LLC
4,877$783.9K0.6%ETFMediumTroy, MI2026-10-08
SAX Wealth Advisors, LLC
4,795$770.8K0.0%ETFVery LowParsippany, NJ2026-10-13
Atria Investments, Inc
4,767$766.2K0.0%CoreMediumCharlotte, NC2026-10-15
Smith & Howard Wealth Management, LLC
4,617$742.1K0.1%ETFLowAtlanta, GA2026-10-27
Blake Schutter Theil Wealth Advisors, LLC
4,615$741.8K0.5%ETFLowDayton, OH2026-11-02
Robertson Stephens Wealth Management, LLC
4,609$740.8K0.0%ETFMediumSan Francisco, CA2026-10-16
Signal Advisors Wealth, LLC
4,514$725.5K0.0%ETFLowDetroit, MI2026-10-13
Mesirow Financial Investment Management, Inc.
4,410$708.9K0.0%CoreLowChicago, IL2026-11-05
Missouri Trust & Investment Co
4,390$705.6K0.2%CoreVery LowSpringfield, MO2026-11-04
Legacy Capital Wealth Partners, LLC
4,382$704.4K0.1%CoreMediumLittle Rock, AR2026-10-21
BIP Wealth, LLC
4,375$703.2K0.0%ETFMediumAtlanta, GA2026-10-22
Bensler, LLC
4,339$697.4K0.1%MomentumMediumBellevue, WA2026-11-05
Lloyd Advisory Services, Llc.
4,269$686.2K0.3%ETFVery HighSuwanee, GA2026-11-02
Northern Lights Advisors, Inc.
4,260$684.8K0.4%ETFVery LowSeattle, WA2026-10-21
Annex Advisory Services, LLC
4,251$683.3K0.0%GrowthHighBrookfield, WI2026-10-16
Integrity Alliance, Llc.
4,206$676.1K0.0%ETFMediumUrbandale, IA2026-10-29
Busey Bank
4,184$672.5K0.0%GrowthVery LowUrbana, IL2026-10-26
Pinnacle Bancorp, Inc.
4,160$668.7K0.2%CoreVery LowBeatrice, NE2026-10-21
Avidian Wealth Enterprises, LLC
4,129$663.7K0.0%ETFLowHouston, TX2026-10-08
Principle Wealth Partners LLC
4,110$660.6K0.0%CoreVery LowMadison, CT2026-11-02
Skyline Advisors, Inc.
4,052$651.4K0.2%ETFMediumBellingham, WA2026-11-03
Investmark Advisory Group LLC
4,038$649.2K0.2%ETFVery LowShelton, CT2026-10-27
Paladin Partners, LLC
4,030$647.8K0.4%ETFVery LowHartland, WI2026-10-06
Apella Capital, LLC
4,028$655.8K0.0%ETFVery LowWest Hartford, CT2026-10-08
Financial Management Network Inc
4,014$652.5K0.1%ETFLowMission Viejo, CA2026-10-09
Parkshore Wealth Management, Inc.
3,975$638.9K0.2%ETFLowGranite Bay, CA2026-10-13
Spectrum Advisors, Inc.
3,963$636.9K0.4%N/AN/APlano, TX2026-11-03
Enclave Advisors LLC
3,931$631.9K0.1%ETFMediumAustin, TX2026-10-14
Manchester Capital Management LLC
3,931$631.9K0.1%CoreLowManchester, VT2026-10-22
Exchange Traded Concepts, LLC
3,920$630.1K0.0%GrowthMediumOklahoma City, OK2026-10-28
Ocean Park Asset Management, LLC
3,920$630.1K0.0%ETFLowSanta Monica, CA2026-10-21
Oak Asset Management, LLC
3,894$625.9K0.2%CoreVery LowWestlake Village, CA2026-10-13
Cahaba Wealth Management, Inc.
3,826$614.9K0.0%ETFVery LowAtlanta, GA2026-10-26
Capital Investment Advisors, LLC
3,772$606.4K0.0%CoreLowAtlanta, GA2026-10-22
Evanson Financial, LLC
3,701$594.9K0.0%ETFN/AMclean, VA2026-10-23
EverSource Wealth Advisors, LLC
3,692$593.5K0.0%CoreMediumBirmingham, AL2026-11-04
Decker Retirement Planning Inc.
3,687$592.7K0.2%Agg GrowthVery HighLevi, UT2026-10-19
Apollon Wealth Management, LLC
3,673$590.3K0.0%GrowthLowMount Pleasant, SC2026-10-23
Washington Trust Co
3,671$590.1K0.0%GrowthVery LowWesterly, RI2026-10-22
Sherman Wealth Management LLC
3,656$587.7K0.4%ETFLowGaithersburg, MD2026-10-16
Compass Ion Advisors, LLC
3,654$587.3K0.0%ETFVery LowConshohocken, PA2026-10-23
Berkeley, Inc
3,646$586.1K0.2%CoreLowBoise, ID2026-10-20
AdvisorNet Financial, Inc
3,627$595.8K0.0%ETFLowMinnetonka, MN2026-10-15
Guidance Point Advisors, LLC
3,624$582.6K0.1%ETFVery LowWellesley, MA2026-10-15
Guardian Asset Advisors, LLC
3,602$579.5K0.3%GrowthMediumMechanicsburg, PA2026-10-16
Pinion Investment Advisors, LLC
3,601$578.7K0.1%ETFLowWichita, KS2026-11-04
Parcion Private Wealth LLC
3,589$576.9K0.0%CoreMediumBellevue, WA2026-10-28
PFG Advisors
3,582$575.7K0.0%ETFMediumPhoenix, AZ2026-10-16
Finley Financial, LLC
3,565$576.7K0.2%ETFVery LowLas Vegas, NV2026-10-28
Willner & Heller, LLC
3,553$571.0K0.4%GrowthLowEncino, CA2026-10-28
CPC Advisors, LLC
3,545$569.8K0.1%ETFMediumAtlanta, GA2026-10-21
Baker Ellis Asset Management LLC
3,517$565.3K0.1%GARPVery LowVancouver, WA2026-10-14
StoneX Group Inc.
3,505$581.4K0.0%ETFMediumNew York, NY2026-11-03
Spire Wealth Management
3,496$561.9K0.0%GrowthMediumMclean, VA2026-10-30
Allspring Global Investments Holdings, LLC
3,478$562.6K0.0%CoreMediumCharlotte, NC2026-11-04
21 West Wealth Management LLC
3,422$550.1K0.5%ETFLowTustin, CA2026-10-13
Highland Capital Management, LLC
3,410$548.1K0.0%GrowthMediumMemphis, TN2026-10-26
Centennial Advisors, LLC
3,383$543.8K0.6%ETFHighAustin, TX2026-10-21
Granite Group Advisors, LLC
3,300$530.4K0.3%ValueLowStamford, CT2026-10-14
Allen Investment Management, LLC
3,245$521.6K0.0%MomentumMediumNew York, NY2026-11-03
Navigation Wealth Management, Inc.
3,150$519.8K0.8%ETFLowFort Collins, CO2026-11-03
WealthPlan Investment Management, LLC
3,142$505.0K0.0%GrowthMediumOmaha, NE2026-10-15
Grove Bank & Trust
3,141$504.9K0.1%ETFLowMiami, FL2026-10-08
MGO One Seven LLC
3,125$502.3K0.0%GrowthLowBeachwood, OH2026-10-28
Foster Victor Wealth Advisors, LLC
3,115$514.6K0.0%CoreMediumGreenville, SC2026-10-21
JFS Wealth Advisors, LLC
3,108$499.6K0.0%ETFVery LowHermitage, PA2026-11-03
Anderson Hoagland & Co
3,100$524.6K0.0%ETFLowSt Louis, MO2026-10-23
Axxcess Wealth Management, LLC
3,097$497.9K0.0%CoreLowCarlsbad, CA2026-10-21
Breakwater Capital Group
3,044$489.3K0.1%ETFLowParamus, NJ2026-10-09
Asset One Wealth Management LLC
3,042$489.0K0.0%GrowthLowBellevue, WA2026-11-02
Woodmont Investment Counsel LLC
3,022$485.8K0.0%GARPVery LowNashville, TN2026-10-29
Fulton Bank, N.A.
3,014$484.5K0.0%CoreLowLancaster, PA2026-10-14
First Bancorp, Inc
3,010$483.8K0.2%ValueVery LowDamariscotta, ME2026-10-26
Firestone Capital Management
3,010$483.8K0.1%ETFVery LowSouth Miami, FL2026-11-03
BCS Wealth Management
3,000$482.2K0.1%ETFVery LowJohnson City, TN2026-11-03
Pittenger & Anderson Inc
3,000$482.2K0.0%CoreLowLincoln, NE2026-11-02
Diversified Management Inc
2,976$478.4K0.1%CoreVery LowMilwaukee, WI2026-10-08
Richardson Capital Management LLC
2,966$476.8K0.2%ETFLowMenomonee Falls, WI2026-10-23
Fortitude Family Office, LLC
2,960$475.8K0.1%ETFMediumScottsdale, AZ2026-10-14
Appleton Partners Inc
2,946$4740.0%GrowthLowBoston, MA2026-10-30
Davidson Trust Co
2,920$469.4K0.2%CoreLowSeattle, WA2026-10-09
Pinnacle Associates LTD
2,907$467.2K0.0%CoreLowNew York, NY2026-10-20
First United Bank & Trust
2,901$466.3K0.1%CoreLowOakland, MD2026-10-22
Trilogy Capital Inc.
2,875$462.2K0.0%ETFMediumIrvine, CA2026-10-20
Dagco, Inc.
2,866$460.7K0.1%ETFVery LowWestlake, OH2026-10-20
Associated Banc-Corp
2,844$457.1K0.0%CoreLowGreen Bay, WI2026-10-30
Legacy Wealth Partners, LLC
2,838$456.2K0.1%ETFHighLakewood, CO2026-10-15
Kanawha Capital Management LLC
2,801$450.2K0.0%CoreVery LowRichmond, VA2026-10-19
First Financial Corp
2,799$449.9K0.2%CoreVery LowTerre Haute, IN2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
2,787$448.0K0.0%GrowthVery LowSeattle, WA2026-10-27
Dynamic Financial Group
2,776$446.2K0.3%ETFLowCedar Falls, IA2026-10-28
XY Planning Network, Inc.
2,759$443.5K0.0%ETFLowBozeman, MT2026-10-14
Cranbrook Wealth Management, LLC
2,748$441.7K0.1%ETFVery LowBloomfield Hills, MI2026-10-28
Diversify Wealth Management, LLC
2,705$450.5K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
2,705$450.5K0.0%GrowthLowSandy, UT2026-10-20
Smart Wealth LLC
2,694$433.1K0.1%ETFHighOmaha, NE2026-11-04
Holland Advisory Services, Inc.
2,692$432.7K0.5%ETFLowOrmond Beach, FL2026-10-26
Cherry Tree Wealth Management, LLC
2,676$430.2K0.1%ETFVery LowMinnetonka, MN2026-10-15
Citizens Financial Group Inc
2,643$424.8K0.0%GrowthLowProvidence, RI2026-10-23
Florida Trust Wealth Management Co
2,631$422.9K0.0%CoreVery LowSanibel, FL2026-11-05
NTV Asset Management LLC
2,626$422.1K0.0%GrowthLowCharleston, WV2026-10-23
McKinley Carter Wealth Services, Inc.
2,617$420.7K0.0%ETFMediumWheeling, WV2026-10-16
Roman Butler Fullerton & Co
2,616$432.3K0.1%GrowthMediumSt Louis, MO2026-10-27
Acima Private Wealth, LLC
2,585$415.5K0.1%ETFVery LowRichmond, VA2026-10-05
Joel Isaacson & Co., LLC
2,568$412.8K0.0%ETFVery LowNew York, NY2026-11-05
Builder Investment Group Inc
2,540$408.3K0.1%GrowthVery LowAtlanta, GA2026-10-22
Cohen Capital Management, Inc.
2,535$407.5K0.1%CoreVery LowCorte Madera, CA2026-10-14
Vaughan David Investments LLC
2,533$407.0K0.0%ValueLowPeoria, IL2026-11-05
Fragasso Financial Advisors Inc
2,524$416.2K0.0%ETFLowSewickley, PA2026-10-13
Ballast, Inc.
2,487$399.8K0.1%ETFLowLexington, KY2026-10-20
Triad Wealth Partners, LLC
2,484$399.2K0.0%ETFMediumLawrence, KS2026-10-26
Glass Jacobson Investment Advisors llc
2,455$394.7K0.1%ETFLowOwings Mills, MD2026-10-26
Mission Wealth Management, LP
2,453$394.2K0.0%ETFLowSanta Barbara, CA2026-10-15
Level Wealth Management LLC
2,448$393.5K0.2%ETFVery LowGreensboro, NC2026-10-23
Patriot Investment Management Group, Inc.
2,416$388.3K0.0%ETFVery LowKnoxville, TN2026-10-15
LJI Wealth Management, LLC
2,398$385.4K0.1%ETFLowIndianapolis, IN2026-10-28
Private Client Services, LLC
2,392$384.5K0.1%ETFMediumLouisville, KY2026-10-02
Independent Financial Group, LLC
2,384$383.2K0.0%GrowthLowSan Diego, CA2026-10-13
Loring Wolcott & Coolidge Fiduciary Advisors LLP
2,343$376.6K0.0%GrowthVery LowBoston, MA2026-10-23
Dynamic Advisor Solutions LLC
2,340$376.1K0.0%ETFLowPhoenix, AZ2026-10-13
Family Legacy, Inc.
2,334$375.2K0.1%CoreVery LowGreenville, SC2026-10-13
NBT Bank, N.A.
2,308$371.0K0.0%CoreLowNorwich, NY2026-10-21
Postrock Partners LLC
2,306$370.7K0.1%CoreVery LowOverland Park, KS2026-11-02
Linscomb Wealth, Inc.
2,305$370.5K0.0%ETFLowHouston, TX2026-11-05
Eastern Bank
2,284$367.1K0.0%GrowthMediumBoston, MA2026-10-05
RDA Financial Network
2,263$363.8K0.1%GrowthMediumAkron, IA2026-10-15
Moneco Advisors, LLC
2,247$361.2K0.0%ETFLowFairfield, CT2026-11-05
Elwood & Goetz Wealth Advisory Group, LLC
2,227$358.0K0.0%ETFLowAthens, GA2026-10-28
M Holdings Securities, Inc.
2,217$3730.0%ETFHighPortland, OR2026-11-03
RFG Advisory, LLC
2,208$354.9K0.0%ETFMediumBirmingham, AL2026-11-03
Aire Advisors, LLC
2,190$352.1K0.1%ETFVery LowBeverly Hills, CA2026-10-22
Crestwood Advisors Group, LLC
2,180$350.4K0.0%GrowthLowBoston, MA2026-10-27
Essex Bank
2,170$348.8K0.1%CoreLowEssex, CT2026-10-16
Sovran Advisors, LLC
2,155$368.8K0.0%ETFMediumSan Diego, CA2026-11-02
Lee, Kelleher & Klein Wealth Management
2,135$343.2K0.2%ETFVery LowEllicott City, MD2026-10-08
Flagstar Securities, Inc
2,125$341.5K0.1%ETFVery LowNew York, NY2026-10-15
Atticus Wealth Management, LLC
2,118$340.4K0.1%ETFLowPalm Beach Gardens, FL2026-10-20
Howard Capital Management, LLC
2,100$337.6K0.0%ETFHighAlpharetta, GA2026-10-16
Trust Co of Vermont
2,098$337.2K0.0%CoreVery LowBrattleboro, VT2026-10-21
LongView Wealth Management
2,092$336.3K0.1%ETFLowAtlanta, GA2026-10-19
S.E.E.D. Planning Group LLC
2,091$336.1K0.1%CoreMediumBinghamton, NY2026-10-07
Magnus Financial Group LLC
2,090$336.0K0.0%ETFLowNew York, NY2026-10-21
Cape Investment Advisory, Inc.
2,075$333.6K0.1%ETFLowMcdonough, GA2026-10-13
Legacy Financial Strategies, LLC
2,070$332.7K0.1%ETFLowOverland Park, KS2026-10-15
Kestra Investment Management, LLC
2,061$331.3K0.0%ETFMediumAustin, TX2026-11-04
Grimes & Co Wealth Management, LLC
2,049$329.3K0.0%CoreLowWestborough, MA2026-10-29
Perigon Wealth Management, LLC
2,042$328.2K0.0%GrowthLowSan Francisco, CA2026-10-22
Sagespring Wealth Partners, LLC
2,039$327.7K0.0%ETFLowFranklin, TN2026-10-22
Villere ST Denis J & Co LLC
2,033$326.8K0.0%ValueVery LowNew Orleans, LA2026-11-04
Pinkerton Wealth, LLC
2,031$326.5K0.1%CoreHighCoeur D Alene, ID2026-10-29
Maryland Capital Advisors Inc.
2,028$326.0K0.1%ETFVery LowChester, MD2026-10-15
Verdence Capital Advisors LLC
2,003$321.9K0.0%CoreMediumHunt Valley, MD2026-10-26
Argentarii, LLC
1,993$320.4K0.1%GrowthLowCincinnati, OH2026-10-28
Union Savings Bank
1,990$319.9K0.1%CoreLowLitchfield, CT2026-10-14
SkyOak Wealth, LLC
1,969$316.5K0.1%ETFLowSouthfield, MI2026-10-28
Bayban
1,966$323.6K0.2%ValueLowBayport, MN2026-11-05
United Advisor Group, LLC
1,954$314.1K0.0%ETFLowCincinnati, OH2026-11-03
Orgel Wealth Management, LLC
1,923$309.1K0.0%ETFMediumAltoona, WI2026-10-14
First Hawaiian Bank
1,921$308.8K0.0%ETFVery LowHonolulu, HI2026-10-14
TME Financial, Inc.
1,913$307.5K0.2%ETFMediumHuntington Beach, CA2026-10-14
Peak Financial Management, Inc.
1,900$305.4K0.1%ETFVery LowWellesley, MA2026-10-16
Root Financial Partners, LLC
1,871$300.8K0.0%ETFMediumEncinitas, CA2026-10-21
Angeles Wealth Management, LLC
1,859$298.8K0.0%ETFLowSanta Monica, CA2026-10-26
Rahlfs Capital, LLC
1,850$297.4K0.2%CoreLowLake Kiowa, TX2026-10-23
Sage Mountain Advisors LLC
1,842$296.1K0.0%ETFLowAtlanta, GA2026-11-02
Quadcap Wealth Management, LLC
1,841$295.9K0.0%ETFLowFrisco, TX2026-11-02
Plante Moran Financial Advisors, LLC
1,840$295.8K0.0%ETFVery LowSouthfield, MI2026-11-04
Ritholtz Wealth Management
1,837$295.3K0.0%IndexLowNew York, NY2026-11-05
GHP Investment Advisors, Inc.
1,797$288.8K0.0%CoreVery LowDenver, CO2026-10-15
Montecito Bank & Trust
1,765$283.7K0.0%GrowthVery LowSanta Barbara, CA2026-10-01
Insight Inv LLC
1,752$281.6K0.1%CoreVery LowEl Segundo, CA2026-10-27
Cyndeo Wealth Partners, LLC
1,745$280.5K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Calamos Wealth Management LLC
1,745$280.5K0.0%GrowthMediumNaperville, IL2026-11-02
Foundation Wealth Management, Llc\pa
1,743$280.2K0.1%ETFLowMedia, PA2026-10-14
Balefire, LLC
1,730$278.1K0.0%ETFMediumDallas, TX2026-10-09
Sigma Investment Counselors Inc
1,723$277.0K0.0%ETFLowNorthville, MI2026-10-27
McCarley & Cook Financial Planners
1,714$275.5K0.2%ETFLowCincinnati, OH2026-10-21
Key FInancial Inc
1,708$274.5K0.0%ETFLowWest Chester, PA2026-11-02
Cooper Financial Group
1,704$274.0K0.0%GrowthMediumIrvine, CA2026-10-07
Gilpin Wealth Management, LLC
1,700$273.3K0.2%GrowthLowDenver, CO2026-10-09
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
1,696$272.7K0.0%ETFMediumWestlake, OH2026-10-14
Sterling Investment Counsel, LLC
1,688$271.3K0.1%GrowthLowBuffalo, NY2026-10-19
Legacy Advisors, LLC
1,680$270.0K0.0%ETFLowPlymouth Meeting, PA2026-10-19
Heritage Investment Group, Inc.
1,673$269.0K0.0%ETFVery LowPompano Beach, FL2026-11-03
Edgemoor Investment Advisors, Inc.
1,671$268.6K0.0%CoreVery LowBethesda, MD2026-11-03
Joel Adams & Associates, Inc.
1,667$268.0K0.2%ETFLowAsheville, NC2026-11-02
SYM Financial Corp
1,665$267.6K0.0%ETFVery LowWinona Lake, IN2026-10-26
Unified Investment Management
1,665$267.6K0.2%CoreLowAtlanta, GA2026-10-14
Chesley Taft & Associates LLC
1,646$264.6K0.0%CoreLowChicago, IL2026-10-13
BostonPremier Wealth LLC
1,633$262.5K0.1%ETFVery LowHanover, MA2026-10-16
Daymark Wealth Partners, LLC
1,633$262.5K0.0%CoreLowCincinnati, OH2026-11-04
Lawood & Co
1,622$260.7K0.2%CoreLowWilliamsport, PA2026-10-09
Invested Advisors
1,605$258.0K0.2%CoreMediumState College, PA2026-10-23
Oarsman Capital, Inc.
1,602$257.5K0.0%ETFLowMilwaukee, WI2026-11-05
Neumann Capital Management, LLC
1,599$257.0K0.1%GrowthVery LowFoster City, CA2026-10-15
Galvin, Gaustad & Stein, LLC
1,595$256.5K0.0%CoreMediumScottsdale, AZ2026-10-08
Align Financial, LLC
1,589$255.4K0.1%ETFVery LowHermantown, MN2026-10-16
International Assets Investment Management, LLC
1,585$256.5K0.0%CoreVery HighOrlando, FL2026-11-02
Lynx Investment Advisory
1,570$252.4K0.1%ETFLowWashington, Dc, DC2026-10-27
Wealth Science Advisors LLC
1,554$249.8K0.1%ETFMediumAlpharetta, GA2026-10-09
Visionary Wealth Advisors
1,544$248.2K0.0%ETFLowO'Fallon, IL2026-11-04
Y-Intercept (Hong Kong) Ltd
1,531$246.1K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Monarch Capital Management Inc
1,520$244.3K0.1%CoreVery LowFort Wayne, IN2026-10-19
Versant Capital Management, Inc
1,505$242.0K0.0%GARPLowPhoenix, AZ2026-10-02
Triangle Securities Wealth Management
1,503$241.5K0.0%CoreLowRaleigh, NC2026-10-14
Partners Wealth Management, LLC
1,493$240.1K0.0%CoreLowCarmel By The Sea, CA2026-10-28
Almanack Investment Partners, Llc.
1,480$237.9K0.0%ETFMediumNewtown Square, PA2026-11-03
Oakworth Capital, Inc.
1,477$237.4K0.0%ETFLowBirmingham, AL2026-10-26
Split Rock Private Trading & Wealth Management, LLC
1,461$234.8K0.2%GrowthMediumCloquet, MN2026-10-15
Elevation Wealth Management LLC
1,450$233.2K0.2%Agg GrowthLowEden Prairie, MN2026-11-02
New England Private Wealth Advisors LLC
1,449$232.9K0.0%ETFVery LowWellesley, MA2026-10-19
Foundation Wealth Management, LLC
1,443$231.9K0.1%ETFLowClayton, MO2026-10-22
TCV Trust & Wealth Management, Inc.
1,434$230.5K0.0%CoreVery LowRichmond, VA2026-10-16
Accelerate Investment Advisors LLC
1,431$230.1K0.1%ETFLowAliso Viejo, CA2026-11-02
Mlp3, LLC
1,420$228.3K0.2%CoreVery LowLinwood, NJ2026-10-22
NBH Bank
1,420$228.3K0.1%CoreN/AGreenwood Village, CO2026-11-05
Pinnacle Wealth Management Advisory Group, LLC
1,413$227.1K0.0%GrowthLowRed Bank, NJ2026-10-23
Verum Partners LLC
1,380$221.8K0.0%ETFLowCharlotte, NC2026-10-21
First Business Financial Services, Inc.
1,377$221.3K0.0%ETFVery LowMadison, WI2026-10-29
Gallacher Capital Management LLC
1,373$220.7K0.2%ValueMediumLone Tree, CO2026-10-30
Swmg, LLC
1,373$232.3K0.1%ETFMediumFort Worth, TX2026-10-23
Independence Bank of Kentucky
1,368$219.9K0.0%GrowthLowOwensboro, KY2026-10-26
Flynn Zito Capital Management, LLC
1,363$219.1K0.1%ETFLowGarden City, NY2026-11-04
Princeton Global Asset Management LLC
1,363$219.2K0.0%GrowthLowPrinceton, NJ2026-10-21
True Freedom Investing, LLC
1,361$218.8K0.0%CoreHighCoeur D'Alene, ID2026-10-29
Networth Advisors, LLC
1,360$218.6K0.1%ETFMediumCanonsburg, PA2026-11-03
Independent Solutions Wealth Management, LLC
1,358$218.3K0.0%GrowthLowWilliamsville, NY2026-10-28
Eubel Brady & Suttman Asset Management Inc
1,335$215.0K0.1%Deep ValueMediumMiamisburg, OH2026-11-04
Smith Chas P & Associates PA Cpas
1,319$218.8K0.0%CoreVery LowLakeland, FL2026-10-22
Everhart Financial Group, Inc.
1,318$211.9K0.0%ETFLowDublin, OH2026-10-08
First Command Advisory Services, Inc.
1,317$211.7K0.0%IndexLowFort Worth, TX2026-11-05
W Advisors, LLC
1,303$209.4K0.1%CoreLowGermantown, TN2026-11-02
Three Bridge Wealth Advisors, LLC
1,300$209.0K0.0%ETFLowLos Altos, CA2026-11-05
First Citizens Financial Corp
1,297$208.5K0.1%ETFLowMason City, IA2026-10-02
Hazlett, Burt & Watson, Inc.
1,293$197.0K0.1%CoreVery LowWheeling, WV2026-11-04
Tanager Wealth Management LLP
1,278$205.4K0.0%ETFLowGoring On Thames, United Kingdom2026-10-19
Schneider Downs Wealth Management Advisors, LP
1,278$205.4K0.0%ETFVery LowPittsburgh, PA2026-10-27
BancFirst Trust & Investment Management
1,271$205.7K0.1%Deep ValueLowOklahoma City, OK2026-10-30
YHB Investment Advisors, Inc.
1,270$204.1K0.0%GrowthLowWest Hartford, CT2026-10-08
Aspiriant, LLC
1,265$203.3K0.0%ETFVery LowLos Angeles, CA2026-10-16
Narus Financial Partners, LLC
1,260$202.5K0.1%ValueLowSalt Lake City, UT2026-10-19
MLG Wealth Management DBA Pine Grove Financial Group
1,258$202.2K0.0%ETFMediumWoodbury, MN2026-10-13
Tucker Asset Management LLC
1,254$201.6K0.0%ETFMediumLittleton, CO2026-10-29
Gamma Investing LLC
1,217$195.6K0.0%IndexVery LowFoster City, CA2026-10-08
Townsend Asset Management Corp
1,193$191.8K0.1%CoreLowRaleigh, NC2026-10-29
Reap Financial Group, LLC
1,176$189.1K0.0%ETFLowAustin, TX2026-11-02
Tounjian Advisory Partners, LLC
1,145$184.1K0.1%GrowthHighFort Myers, FL2026-11-04
UMB Private Wealth Management, LLC
1,090$175.2K0.2%GrowthN/AKansas City, MO2026-10-19
Clayton Financial Group LLC
1,051$168.9K0.1%ETFLowSt. Louis, MO2026-10-13
Polaris Financial Partners
1,050$1700.1%GrowthN/AWesterville, OH2026-10-02
Hamilton Point Investment Advisors, LLC
1,039$166.9K0.0%CoreLowChapel Hill, NC2026-11-03
Richardson Financial Services Inc.
1,018$163.6K0.1%GrowthMediumMedway, MA2026-10-30
High Note Wealth, LLC
992$159.5K0.0%ETFVery LowDeephaven, MN2026-10-27
Duncker Streett & Co Inc
961$154.5K0.0%GrowthLowSt. Louis, MO2026-10-27
Blue Trust, Inc.
948$152.4K0.0%ETFLowBrentwood, TN2026-10-15
Midwest Capital Advisors, LLC
913$146.7K0.1%ETFHighGrand Rapids, MI2026-11-04
Burk Holdings LLC
902$145.0K0.1%ETFVery LowTulsa, OK2026-11-05
Realta Investment Advisors
881$141.7K0.0%GrowthMediumWilmington, DE2026-10-14
Cordgrass Capital Advisors, LLC
862$138.6K0.1%CoreLowRaleigh, NC2026-10-30
Elevation Wealth Partners, LLC
861$138.5K0.0%ETFLowWalnut Creek, CA2026-10-07
Jacobi Capital Management LLC
790$127.0K0.0%CoreLowPittston, PA2026-11-05
Bare Financial Services, Inc
784$126.0K0.0%ETFVery LowGap, PA2026-11-04
Creative Financial Designs Inc
779$125.2K0.0%ETFMediumKokomo, IN2026-11-04
Holos Integrated Wealth LLC
767$126.7K0.1%ETFLowKennett Square, PA2026-10-23
Elyxium Wealth, LLC
750$120.6K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Trust Co
749$120.3K0.0%ETFVery LowManhattan, KS2026-10-09
Pflug Koory, LLC
714$114.8K0.0%CoreVery LowOmaha, NE2026-10-26
CoreCap Advisors, LLC
709$114.0K0.0%ETFMediumSouthfield, MI2026-10-08
AlphaCore Capital LLC
696$111.9K0.0%ETFLowLa Jolla, CA2026-11-04
Harbor Asset Planning, Inc.
695$111.8K0.1%ETFVery LowBelmont, MA2026-10-23
Steph & Co
679$109.1K0.0%ETFLowMarinette, WI2026-10-07
Acropolis Investment Management, LLC
666$107.0K0.0%ETFLowSt. Louis, MO2026-10-08
Private Wealth Management Group, LLC
655$105.3K0.0%ETFLowPrinceton, NJ2026-10-19
Tsfg, LLC
645$1040.0%ETFLowLake Forest, IL2026-10-23
CX Institutional
601$970.0%CoreMediumAuburn, IN2026-10-02
Provident Wealth Management, LLC
596$95.8K0.0%ETFVery LowBrentwood, TN2026-10-20
Golden State Wealth Management, LLC
573$92.1K0.0%ETFMediumSanta Ana, CA2026-11-02
Blue Bell Private Wealth Management, LLC
559$89.9K0.0%YieldVery LowBlue Bell, PA2026-10-29
GoalVest Advisory LLC
531$85.4K0.0%ETFMediumNew York, NY2026-10-02
Brown, Lisle Ings, Inc.
525$84.4K0.0%CoreVery LowProvidence, RI2026-10-16
Legacies Wealth LLC
502$80.7K0.0%ETFLowMinnetonka, MN2026-11-02
North Star Investment Management Corp.
494$79.4K0.0%CoreLowChicago, IL2026-10-27
Compass Financial Management LLC
494$79.4K0.0%CoreN/ATampa, FL2026-10-30
United Community Bank
491$78.9K0.0%CoreLowGreenville, SC2026-10-28
Olistico Wealth, LLC
474$76.2K0.0%GrowthVery LowTulsa, OK2026-10-05
Bangor Savings Bank
466$74.9K0.0%ETFLowBangor, ME2026-10-06
Downshift Financial, LLC
464$74.5K0.0%ETFLowBoulder, CO2026-10-13
City State Bank
460$73.9K0.0%GrowthVery LowNorwalk, IA2026-10-20
Asset Dedication, LLC
439$70.6K0.0%ETFLowSan Francisco, CA2026-11-03
Armstrong Advisory Group, Inc
435$69.9K0.0%ETFHighNeedham, MA2026-10-09
Capital Investment Advisory Services, LLC
415$66.7K0.0%CoreMediumRaleigh, NC2026-10-30
Rossby Financial, LCC
413$66.4K0.0%ETFMediumMelbourne, FL2026-11-05
Richards, Merrill & Peterson, Inc.
379$60.9K0.0%GrowthLowSpokane, WA2026-10-19
Hilton Head Capital Partners, LLC
370$59.5K0.0%CoreMediumHilton Head Island, SC2026-10-23
Jnba Financial Advisors
339$54.5K0.0%ETFMediumBloomington, MN2026-11-03
James T. Borello RIA
333$53.5K0.0%ETFVery LowEast Dundee, IL2026-10-16
Biltmore Family Office, LLC
310$49.8K0.0%GrowthLowCharlotte, NC2026-11-03
Archer Investment Corp
309$49.7K0.0%CoreMediumCarmel, IN2026-11-05
Wealth Enhancement Trust Services, Inc.
303$48.7K0.0%GrowthMediumSioux Falls, SD2026-10-07
Kimelman & Baird, LLC
284$45.7K0.0%CoreLowNew York, NY2026-11-03
Horizons Wealth Management
279$44.8K0.0%ETFLowAsheville, NC2026-10-05
Caldwell Trust Co
261$42.0K0.0%GrowthLowVenice, FL2026-10-30
Rosenberg Matthew Hamilton
255$41.0K0.0%ETFVery LowGrand Junction, CO2026-10-05
Register Financial Advisors LLC
254$40.8K0.0%GARPLowAtlanta, GA2026-10-23
Trust Co of Toledo NA
251$40.3K0.0%GrowthVery LowHolland, OH2026-10-16
Gen-Wealth Partners Inc
250$40.2K0.0%CoreLowZeeland, MI2026-11-04
KFG LLC
249$40.0K0.0%ETFN/ARapid City, SD2026-11-02
Laurel Wealth Advisors LLC
248$39.9K0.0%CoreVery LowCharlotte, NC2026-10-27
Hughes Financial Services, LLC
247$42.3K0.0%ETFLowHerndon, VA2026-10-30
Abound Wealth Management
240$38.7K0.0%ETFVery LowFranklin, TN2026-10-26
Latitude Advisors, LLC
233$37.5K0.0%ETFLowYorkville, IL2026-10-27
Trifecta Capital Advisors, LLC
220$35.4K0.0%Agg GrowthVery LowNorthbrook, IL2026-10-21
American Capital Advisory, LLC
220$35.4K0.0%ETFLowKetchum, ID2026-10-28
Mcdonald Partners LLC
218$35.0K0.0%CoreLowCleveland, OH2026-11-03
Bank of New Hampshire
213$34.2K0.0%CoreLowLaconia, NH2026-10-06
Triumph Capital Management
211$33.9K0.0%ETFMediumDenver, CO2026-10-14
Rossmore Private Capital
210$33.8K0.0%CoreLowGlastonbury, CT2026-10-27
Financial Consulate, Inc
207$33.3K0.0%ETFLowHunt Valley, MD2026-10-23
Global Trust Asset Management, LLC
205$32.9K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Beacon Investment Advisory Services, Inc.
204$32.8K0.0%GrowthLowMorristown, NJ2026-10-13
DecisionPoint Financial, LLC
201$32.5K0.0%ETFVery LowMesa, AZ2026-10-27
Westside Investment Management, Inc.
200$32.5K0.0%GrowthLowSanta Monica, CA2026-11-02
Pension & Wealth Management Advisors, Inc.
197$31.7K0.0%ETFLowWaltham, MA2026-10-16
Peachtree Investment Partners, LLC
195$31.3K0.0%MomentumLowIndian River Shores,, FL2026-11-05
Tower Trust & Investment Co
190$30.5K0.0%GrowthLowDavenport, IA2026-10-28
Signature Equity Partners, LLC
179$28.8K0.0%GrowthMediumColumbus, OH2026-10-29
Roxbury Financial LLC
177$28.5K0.0%CoreVery LowMount Arlington, NJ2026-10-01
Signature Resources Capital Management, LLC
171$27.5K0.0%ETFLowNewport Beach, CA2026-10-16
Avion Wealth
167$260.0%ETFLowThe Woodlands, TX2026-11-04
Fairman Group, LLC
166$26.8K0.0%ETFLowChesterbrook, PA2026-10-26
Signaturefd, LLC
163$26.2K0.0%IndexLowAtlanta, GA2026-10-23
Albion Financial Group
162$26.0K0.0%GrowthLowSalt Lake City, UT2026-10-21
Monetary Solutions, Ltd
150$24.1K0.0%ETFVery LowDayton, OH2026-10-22
Hara Capital LLC
148$23.8K0.0%Deep ValueMediumBellevue, WA2026-10-30
Winthrop Capital Management, LLC
139$22.3K0.0%ETFLowCarmel, IN2026-11-05
Planning Strategies Inc.
136$21.9K0.0%ETFN/ALancaster, PA2026-10-02
Wealth Analytics Partners, LLC
131$21.1K0.0%ETFVery LowSan Diego, CA2026-10-19
Ascentis Wealth Management, LLC
121$19.5K0.0%Agg GrowthLowDallas, TX2026-11-03
Center for Financial Planning, Inc.
116$18.6K0.0%ETFLowSouthfied, MI2026-10-26
Evermay Wealth Management LLC
107$17.2K0.0%ETFLowArlington, VA2026-11-05
Capital Advisors, Ltd. LLC
100$160.0%ETFLowShaker Heights, OH2026-10-27
Elevated Capital Advisors, LLC
97$15.6K0.0%ETFMediumSandy, UT2026-11-04
RMG Wealth Management LLC
95$16.0K0.0%ETFVery HighPlatteville, WI2026-10-26
Ashton Thomas Securities, LLC
92$14.8K0.0%ETFMediumRochester, NY2026-10-26
Thompson Investment Management, Inc.
92$14.8K0.0%ValueMediumMadison, WI2026-10-14
IFS Advisors, LLC
89$14.4K0.0%ETFLowOverland Park, KS2026-10-14
Sfam, LLC
89$14.3K0.0%ETFVery LowElmhurst, IL2026-11-03
MilWealth Group LLC
88$14.1K0.0%ETFVery LowMilwaukee, WI2026-11-02
Bullock Wealth Management Group
87$14.2K0.0%GrowthLowBloomington, IN2026-10-09
Mechanics Financial Corp
86$13.8K0.0%CoreVery LowMansfield, OH2026-11-05
Markowski Investments
81$13.1K0.0%ETFN/ATampa, FL2026-10-30
Indiana Trust & Investment Management Co
80$12.9K0.0%GrowthLowMishawaka, IN2026-10-22
Tompkins Financial Corp
75$12.1K0.0%CoreLowIthaca, NY2026-10-05
American National Bank & Trust
74$11.9K0.0%CoreVery LowWichita Falls, TX2026-10-07
Valued Wealth Advisors LLC
73$11.7K0.0%IndexVery LowHolladay, UT2026-11-05
Arcadia Investment Advisors LLC
72$11.6K0.0%ETFLowEagle, ID2026-10-13
Ares Financial Consulting, LLC
61$9.8K0.0%CoreLowCalabasas, CA2026-10-19
Tower View Wealth Management LLC
61$9.9K0.0%MomentumMediumShorewood, WI2026-10-23
Community Financial Services Group, LLC
60$9.7K0.0%GrowthLowNewport, VT2026-10-15
Silver Grove Financial Group, Inc.
56$9.0K0.0%CoreMediumOrchard Park, NY2026-11-05
DB Fitzpatrick & Co, Inc
55$8.8K0.0%CoreMediumBoise, ID2026-10-19
Investment Research & Advisory Group, Inc.
55$8.8K0.0%GrowthVery LowAtlanta, GA2026-10-19
Breakwater Investment Management
55$8.8K0.0%ETFLowSeattle, WA2026-10-20
Davis Capital Management
52$8.4K0.0%CoreLowJacksonville, FL2026-10-08
Moisand Fitzgerald Tamayo, LLC
52$8.4K0.0%ETFVery LowOrlando, FL2026-10-15
Provenance Wealth Advisors, LLC
49$7.8K0.0%ETFLowFort Lauderdale, FL2026-10-30
Phillips Financial Management, LLC
48$7.7K0.0%ETFVery LowFort Wayne, IN2026-10-19
GGM Financial LLC
43$6.9K0.0%ETFMediumColumbus, OH2026-11-05
Larson Financial Group LLC
42$6.8K0.0%GrowthLowSt Louis, MO2026-11-05
First Community Trust NA
41$6.6K0.0%GrowthLowDubuque, IA2026-10-07
Salomon & Ludwin, LLC
40$6.4K0.0%ETFVery LowRichmond, VA2026-10-29
Daytona Street Capital LLC
34$5.6K0.0%Deep ValueMediumSaint Louis, MO2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
34$5.5K0.0%GrowthMediumIndianapolis, IN2026-10-14
Nemes Rush Group LLC
30$4.8K0.0%CoreVery LowNovi, MI2026-11-04
Wolff Wiese Magana LLC
28$4.5K0.0%GrowthLowCarslbad, CA2026-10-15
Yankcom Partnership
27$4.3K0.0%CoreVery LowYankton, SD2026-10-15
Reyes Financial Architecture, Inc.
21$3.4K0.0%ETFVery HighSan Diego, CA2026-10-22
PFS Partners, LLC
19$3.1K0.0%ETFVery LowMine Hill, NJ2026-10-21
Pinnacle Wealth Planning Services, Inc.
18$2.9K0.0%GARPLowMansfield, OH2026-10-27
Bear Mountain Capital, Inc.
16$2.7K0.0%ETFLowSeattle, WA2026-11-04
Quaker Wealth Management, LLC
12$1.9K0.0%ETFMediumMoorestown, NJ2026-10-22
Blueline Advisors LLC
10$1.7K0.0%ETFLowExeter, NH2026-10-15
Bell Investment Advisors, Inc
6$9650.0%ETFVery LowOrinda, CA2026-10-29
Activest Wealth Management
5$8040.0%ETFLowAventura, FL2026-10-15
Main Street Group, LTD
5$8040.0%ETFMediumGlen Allen, VA2026-10-28
SJS Investment Consulting Inc.
4$6430.0%ETFVery LowSylvania, OH2026-10-26