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Ishares Semiconductor ETF (SOXX)

CUSIP: 464287523 | NYSE | 2114 institutional holders

Quarters

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

Harel Insurance Investments & Financial Services Ltd.884,702
0.0% of portfolio›$503.1K
Citigroup Inc678,393
0.1% of portfolio›$385.8M
Analyst IMS Investment Management Services Ltd.675,847
13.2% of portfolio›$384.3M
Imc-Chicago, LLC436,696
0.1% of portfolio›$248.3M
Mirae Asset Global Investments Co., Ltd.381,329
0.4% of portfolio›$216.8M
Commonwealth Equity Services, LLC233,990
0.2% of portfolio›$133.1M
Howard Capital Management, LLC232,359
1.6% of portfolio›$132.1M
Y.D. More Investments Ltd228,215
3.7% of portfolio›$129.7M
Cambridge Investment Research Advisors, Inc.187,322
0.0% of portfolio›$106.5K
Simplex Trading, LLC159,817
0.0% of portfolio›$90.9M
Greenwood Gearhart LLC133,808
3.4% of portfolio›$76.1M
Gerber Kawasaki Wealth & Investment Management114,419
1.7% of portfolio›$65.1M
Truist Financial Corp100,281
0.1% of portfolio›$57.0M
Traynor Capital Management, Inc.83,808
2.2% of portfolio›$47.7M
Yarbrough Capital, LLC82,383
1.3% of portfolio›$46.8M
Meitav Investment House LTD81,358
0.3% of portfolio›$46.2M
Exchange Traded Concepts, LLC79,081
0.2% of portfolio›$45.0M
Ayalon Insurance Comp Ltd.73,076
0.0% of portfolio›$41.6K
Oppenheimer & Co Inc70,621
0.4% of portfolio›$40.2M
Albion Financial Group70,239
2.3% of portfolio›$39.9M
Kestra Advisory Services, LLC68,417
0.1% of portfolio›$38.9M
True Private Wealth Advisors67,762
3.3% of portfolio›$38.5M
TD Waterhouse Canada Inc.65,985
0.1% of portfolio›$38.0M
Wealth Enhancement Advisory Services, LLC60,503
0.1% of portfolio›$34.1M
Diversify Advisory Services, LLC57,408
0.4% of portfolio›$29.5M
Diversify Wealth Management, LLC57,408
0.4% of portfolio›$29.5M
StoneX Group Inc.52,889
1.0% of portfolio›$27.2M
Howard Capital Management Group, LLC51,054
1.7% of portfolio›$29.0M
United Asset Strategies, Inc.50,459
2.0% of portfolio›$28.7M
Independent Financial Group, LLC48,525
0.5% of portfolio›$27.6M
Marks Wealth, LLC45,185
5.6% of portfolio›$25.7M
Union Bancaire Privee, UBP SA44,273
0.2% of portfolio›$21.6M
Bensler, LLC42,855
2.3% of portfolio›$24.4M
Redstone Wealth Management, LLC42,386
15.1% of portfolio›$24.1M
Galvin, Gaustad & Stein, LLC38,663
1.7% of portfolio›$22.0M
Vantage Investment Partners, LLC38,518
1.3% of portfolio›$21.9M
Capital Investment Counsel, LLC36,538
2.6% of portfolio›$20.8M
VMS Asset Management Limited36,221
7.8% of portfolio›$20.6M
Concurrent Investment Advisors, LLC35,942
0.1% of portfolio›$20.4M
Toth Financial Advisory Corp34,874
2.0% of portfolio›$19.8M
KCM Investment Advisors LLC33,948
0.6% of portfolio›$19.3M
Financial Partners Group, Inc32,835
1.9% of portfolio›$18.7M
Kestra Private Wealth Services, LLC30,666
0.2% of portfolio›$17.4M
Agur Provident & Training Funds Management LTD30,300
3.9% of portfolio›$172.3K
Fulton Bank, N.A.29,554
0.5% of portfolio›$16.8M
MacKenzie Financial Corp28,357
0.0% of portfolio›$16.1M
Allen Mooney & Barnes Investment Advisors LLC27,757
2.3% of portfolio›$15.8M
Creative Planning26,867
0.0% of portfolio›$15.3M
IFP Advisors, Inc26,706
0.3% of portfolio›$15.2M
CMH Wealth Management LLC26,352
2.3% of portfolio›$15.0M
Valley Wealth Managers, Inc.26,200
0.8% of portfolio›$14.9M
Meridian Wealth Management, LLC25,608
0.4% of portfolio›$14.6M
Welch & Forbes LLC23,988
0.2% of portfolio›$13.6M
Park Avenue Securities LLC23,247
0.0% of portfolio›$13.2K
SteelPeak Wealth, LLC22,291
0.3% of portfolio›$12.7M
Absolute Capital Management, LLC22,200
2.9% of portfolio›$12.6M
Sowell Financial Services LLC22,160
0.4% of portfolio›$12.6M
Cottonwood Capital Advisors, LLC21,945
7.5% of portfolio›$12.5M
Cadent Capital Advisors, LLC21,559
2.6% of portfolio›$12.3M
Woodmont Investment Counsel LLC20,722
0.6% of portfolio›$11.8M
Lido Advisors, LLC20,514
0.0% of portfolio›$11.7M
RFG Advisory, LLC20,085
0.2% of portfolio›$11.4M
Dynamic Advisor Solutions LLC20,053
0.3% of portfolio›$11.4M
Spire Wealth Management19,561
0.3% of portfolio›$11.1M
AdvisorNet Financial, Inc19,306
0.5% of portfolio›$10.0M
Evolution Wealth Advisors, LLC18,985
1.1% of portfolio›$10.8M
Silverleafe Capital Partners, LLC18,894
3.1% of portfolio›$10.7M
MassMutual Private Wealth & Trust, FSB18,881
0.3% of portfolio›$10.7M
Blue Zone Wealth Advisors, LLC18,448
1.6% of portfolio›$10.5M
Geremia Financial Services, LLC18,422
10.0% of portfolio›$10.5M
Bank Julius Baer & Co. Ltd, Zurich18,288
0.0% of portfolio›$10.4M
Royal Fund Management, LLC16,997
0.8% of portfolio›$9.7M
Elevation Point Wealth Partners, LLC16,971
0.2% of portfolio›$9.7M
Avaii Wealth Management, LLC16,690
2.8% of portfolio›$9.8M
Integrated Capital Management, LLC16,671
3.5% of portfolio›$9.5M
Strategic Blueprint, LLC16,414
0.5% of portfolio›$9.3M
Vontobel Holding Ltd.16,367
0.0% of portfolio›$9.3M
Farther Finance Advisors, LLC16,070
0.1% of portfolio›$9.1M
Gimbal Financial16,003
5.3% of portfolio›$9.1M
Family Legacy, Inc.15,022
2.4% of portfolio›$8.5M
Sharper & Granite LLC14,925
1.7% of portfolio›$4.9M
PFG Advisors14,473
0.4% of portfolio›$8.2M
Beacon Financial Planning, Inc13,910
2.7% of portfolio›$7.9M
Global Wealth Strategies & Associates13,861
1.4% of portfolio›$7.9M
Midwest Financial Group LLC13,765
2.7% of portfolio›$7.8M
Dala Group, LLC13,544
5.7% of portfolio›$7.7M
Brookstone Capital Management13,198
0.1% of portfolio›$7.5M
Tepp RIA, LLC12,933
5.1% of portfolio›$7.4M
Polaris Financial Partners12,886
3.3% of portfolio›$7.3K
Steele Capital Management, Inc.12,401
0.3% of portfolio›$7.1M
Rakuten Investment Management, Inc.12,320
0.0% of portfolio›$7.0M
Lake Hills Wealth Management, LLC12,218
3.2% of portfolio›$6.9M
Krilogy Financial LLC12,170
0.2% of portfolio›$6.6M
Wealthcare Advisory Partners LLC12,038
0.1% of portfolio›$6.8M
Aprio Wealth Management, LLC11,945
0.3% of portfolio›$6.8M
Magnus Financial Group LLC11,912
0.5% of portfolio›$6.8M
Green Ridge Wealth Planning LLC11,644
2.7% of portfolio›$6.6M
Genoa Capital Gestora de Recursos Ltda.11,356
1.4% of portfolio›$6.5M
Greenspring Advisors, LLC10,838
0.3% of portfolio›$6.2M
Thrivent Financial for Lutherans10,729
0.0% of portfolio›$5.5M
Koshinski Asset Management, Inc.10,291
0.3% of portfolio›$5.9M
Klingman & Associates, LLC9,969
0.2% of portfolio›$5.7M
Keybank National Association9,653
0.0% of portfolio›$5.5M
Washington Growth Strategies LLC9,614
3.0% of portfolio›$5.5M
Kingswood Wealth Advisors, LLC9,541
0.2% of portfolio›$5.4M
Moss Adams Wealth Advisors LLC9,245
0.3% of portfolio›$5.3M
Laurel OAK Wealth Management, LLC9,140
0.7% of portfolio›$5.2M
Matrix Trust Co9,097
0.0% of portfolio›$5.2K
Financially Speaking Inc9,069
6.2% of portfolio›$5.2M
Washburn Capital Management, Inc.8,895
2.5% of portfolio›$5.1M
Apollon Wealth Management, LLC8,690
0.1% of portfolio›$4.9M
Mesirow Financial Investment Management, Inc.8,634
0.1% of portfolio›$4.9M
Grandview Asset Management LLC8,625
1.4% of portfolio›$4.9M
Prime Capital Investment Advisors, LLC8,424
0.0% of portfolio›$4.8M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors8,404
0.2% of portfolio›$4.8M
Avior Wealth Management, LLC8,399
0.1% of portfolio›$4.8M
Comprehensive Financial Planning, Inc.8,192
2.5% of portfolio›$4.7M
Focus Financial Network, Inc.7,879
0.1% of portfolio›$4.5M
Pennsylvania Capital Management Inc7,826
1.1% of portfolio›$4.5M
Prospera Financial Services Inc7,763
0.0% of portfolio›$3.7M
Sovran Advisors, LLC7,656
0.3% of portfolio›$3.9M
Mirabaud & Cie SA7,500
1.6% of portfolio›$4.3M
Paragon Private Wealth Management, LLC7,490
1.3% of portfolio›$4.3M
Ashton Thomas Securities, LLC7,307
0.4% of portfolio›$4.2M
Victory Financial Group, LLC7,261
0.4% of portfolio›$4.1M
Armor Investment Advisors, LLC7,249
1.3% of portfolio›$4.1M
Verus Capital Partners, LLC7,158
0.2% of portfolio›$4.1M
Insight Wealth Partners, LLC7,039
0.5% of portfolio›$4.0M
B. Riley Wealth Advisors, Inc.7,031
0.2% of portfolio›$4.0M
High Point Wealth Management, LLC6,843
3.1% of portfolio›$3.9M
MGO One Seven LLC6,809
0.1% of portfolio›$3.9M
S&A Financial Services, Inc.6,551
2.3% of portfolio›$3.7M
Dedeker Financial LLC6,470
2.1% of portfolio›$3.7M
Atria Investments, Inc6,410
0.0% of portfolio›$3.6M
Vise Technologies, Inc.6,351
0.0% of portfolio›$3.6M
Ashton Thomas Private Wealth, LLC6,319
0.1% of portfolio›$3.6M
William John Sempolinski6,296
1.4% of portfolio›$3.6M
Genesee Capital Advisors, LLC6,285
1.1% of portfolio›$3.6M
Gold Investment Management Ltd.6,284
1.0% of portfolio›$3.6M
RWQ Financial Management Services, Inc.6,260
2.0% of portfolio›$3.6M
Berbice Capital Management LLC6,103
1.7% of portfolio›$3.5M
Forte Asset Management LLC6,031
1.4% of portfolio›$3.4M
Corrado Advisors, LLC5,911
1.7% of portfolio›$3.4M
Commonwealth Financial Services, LLC5,718
0.6% of portfolio›$3.3M
VVR Holdings LLC5,649
1.3% of portfolio›$3.2M
Joseph P. Lucia & Associates, LLC5,399
0.9% of portfolio›$3.1M
Parallel Advisors, LLC5,325
0.0% of portfolio›$3.0M
CDM Financial Counseling Services, Inc.5,315
2.5% of portfolio›$3.0M
First Financial Bank - Trust Division5,184
0.2% of portfolio›$2.9M
Golden State Wealth Management, LLC5,175
0.3% of portfolio›$2.9M
Assetmark, Inc5,151
0.0% of portfolio›$2.9M
First International Bank of Israel Ltd.4,975
1.1% of portfolio›$2.8M
Moran Wealth Management, LLC4,967
0.1% of portfolio›$2.8M
Robertson Stephens Wealth Management, LLC4,927
0.1% of portfolio›$2.8M
Capstone Wealth Management Group, Inc.4,707
1.6% of portfolio›$2.7M
Wedbush Securities Inc4,660
0.0% of portfolio›$2.7K
PW Nova Financial Services LLC4,504
0.5% of portfolio›$2.6M
Transcendent Capital Group LLC4,450
1.0% of portfolio›$2.5M
Lionshead Wealth Management, LLC4,413
1.7% of portfolio›$2.5M
Montag A & Associates Inc4,405
0.1% of portfolio›$2.5M
Chicago Partners Investment Group LLC4,399
0.0% of portfolio›$2.1M
City Holding Co4,301
0.3% of portfolio›$2.4M
Root Financial Partners, LLC4,297
0.1% of portfolio›$2.4M
Northland Securities, Inc.4,251
1.4% of portfolio›$2.4M
Valeo Financial Advisors, LLC4,224
0.1% of portfolio›$2.4M
Bokf, NA4,190
0.0% of portfolio›$2.4M
Vista Investment Partners II, LLC4,189
1.0% of portfolio›$2.4M
Telos Capital Management, Inc.4,174
0.2% of portfolio›$2.4M
Carnegie Investment Counsel4,085
0.0% of portfolio›$2.3M
First Heartland Consultants, Inc.4,075
0.2% of portfolio›$2.3M
McHugh Group, LLC4,033
1.1% of portfolio›$2.3M
Brighton Jones LLC4,023
0.0% of portfolio›$2.3M
Allspring Global Investments Holdings, LLC3,998
0.0% of portfolio›$2.3M
Simplicity Wealth,LLC3,895
0.1% of portfolio›$2.2M
Cassaday & Co Wealth Management LLC3,893
0.0% of portfolio›$2.2M
Somerset Trust Co3,881
0.6% of portfolio›$2.2M
Pacific Center for Financial Services3,874
0.5% of portfolio›$2.2M
Vigilare Wealth Management3,870
0.7% of portfolio›$2.2M
Ascentis Independent Advisors3,833
0.1% of portfolio›$2.2M
Pinnacle Associates LTD3,833
0.0% of portfolio›$2.2M
Robinson Value Management, Ltd.3,767
1.2% of portfolio›$2.1M
Juncture Wealth Strategies, LLC3,636
0.5% of portfolio›$2.1M
Finley Financial, LLC3,622
0.9% of portfolio›$2.1M
Activest Wealth Management3,596
0.4% of portfolio›$2.0M
Capital Investment Advisory Services, LLC3,583
0.1% of portfolio›$2.0M
McAdam, LLC3,582
0.1% of portfolio›$2.0M
Midwest Trust Co3,559
0.0% of portfolio›$2.0M
Independent Wealth Network Inc.3,526
0.5% of portfolio›$2.0M
Cyndeo Wealth Partners, LLC3,502
0.1% of portfolio›$2.0M
Pinnacle Wealth Management Advisory Group, LLC3,470
0.1% of portfolio›$2.0M
Indivisible Partners3,452
0.1% of portfolio›$2.0M
Lyell Wealth Management, LP3,404
0.1% of portfolio›$1.9M
Wagner Wealth Management, Corp3,390
1.5% of portfolio›$1.9M
Bay Harbor Wealth Management, LLC3,382
0.4% of portfolio›$1.9M
AMI Asset Management Corp3,350
0.1% of portfolio›$1.9M
Crestwood Advisors Group, LLC3,340
0.0% of portfolio›$1.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management3,306
0.0% of portfolio›$1.9M
Sigma Planning Corp3,216
0.0% of portfolio›$1.8M
Florin Court Capital LLP3,200
1.9% of portfolio›$1.8M
Ironwood Financial, llc3,175
0.3% of portfolio›$1.8M
Ellis Investment Partners, LLC3,154
0.3% of portfolio›$1.8M
SAX Wealth Advisors, LLC3,154
0.1% of portfolio›$1.8M
IPG Investment Advisors LLC3,145
0.3% of portfolio›$1.8M
Bright Financial Advisors, Inc.3,094
0.7% of portfolio›$1.8M
Independence Bank of Kentucky3,082
0.2% of portfolio›$1.8M
Prairie Advisory, LLC3,054
0.2% of portfolio›$1.7M
NLB Skladi, upravljanje premozenja, d.o.o.3,053
0.1% of portfolio›$1.7M
Tempo Wealth, LLC3,024
0.2% of portfolio›$1.7M
Schear Investment Advisers, LLC3,024
0.2% of portfolio›$1.7M
GSG Advisors LLC3,003
0.4% of portfolio›$1.7M
Obermeyer Wealth Partners2,979
0.1% of portfolio›$1.7M
Beacon Financial Advisory LLC2,976
0.3% of portfolio›$1.7M
Westside Investment Management, Inc.2,973
0.2% of portfolio›$1.7M
Apollon Financial, LLC2,953
0.2% of portfolio›$1.7M
Principle Wealth Partners LLC2,945
0.1% of portfolio›$1.7M
Capital CS Group, LLC2,935
1.2% of portfolio›$1.7M
Ameliora Wealth Management Ltd.2,933
0.5% of portfolio›$1.7M
Bank of New York Mellon Corp2,919
0.0% of portfolio›$1.7M
ATX Financial Planning, LLC2,914
1.1% of portfolio›$1.7M
Integrity Alliance, Llc.2,901
0.1% of portfolio›$1.6M
VestGen Advisors, LLC2,901
0.1% of portfolio›$1.6M
International Assets Investment Management, LLC2,887
0.1% of portfolio›$1.7M
HB Wealth Management, LLC2,839
0.0% of portfolio›$1.6M
Ignite Planners, LLC2,796
0.2% of portfolio›$1.6M
Signature Equity Partners, LLC2,754
0.5% of portfolio›$1.6M
Choreo, LLC2,743
0.0% of portfolio›$1.6M
Axxcess Wealth Management, LLC2,710
0.1% of portfolio›$1.5M
Fortitude Advisory Group L.L.C.2,679
0.6% of portfolio›$1.5M
Apella Capital, LLC2,626
0.0% of portfolio›$1.5M
Pines Wealth Management, LLC2,624
0.4% of portfolio›$1.5M
Fairvoy Private Wealth, LLC2,613
0.3% of portfolio›$1.5M
Bauman Advisory Group, LLC2,589
0.7% of portfolio›$1.5M
Fortune Financial Group, Inc.2,531
1.3% of portfolio›$1.4M
Blue Bell Private Wealth Management, LLC2,524
0.2% of portfolio›$1.4M
National Wealth Management Group, LLC2,513
0.4% of portfolio›$1.4M
Lynx Investment Advisory2,486
0.5% of portfolio›$1.4M
Triad Wealth Partners, LLC2,475
0.1% of portfolio›$1.4M
Trust Co of Oklahoma2,462
0.4% of portfolio›$1.4M
SeaCrest Wealth Management, LLC2,451
0.2% of portfolio›$1.4M
Retirement Planning Group, LLC2,444
0.0% of portfolio›$1.4M
Patriot Financial Group Insurance Agency, LLC2,421
0.1% of portfolio›$1.4M
White Lighthouse Investment Management Inc.2,414
0.2% of portfolio›$1.4M
Cambiar Investors LLC2,376
0.1% of portfolio›$1.4M
AlphaCore Capital LLC2,359
0.0% of portfolio›$1.3M
Global Assets Advisory, LLC2,357
0.3% of portfolio›$1.4M
Equitable Trust Co2,352
0.1% of portfolio›$1.3M
Brooklyn FI, LLC2,301
0.1% of portfolio›$329.0K
Acorn Wealth Advisors, LLC2,300
0.3% of portfolio›$1.3M
Lodestar Private Asset Management LLC2,286
0.1% of portfolio›$1.3M
Selective Wealth Management, Inc.2,265
0.3% of portfolio›$1.2M
Pathway Financial Advisers, LLC2,258
0.3% of portfolio›$1.3M
Aspiriant, LLC2,254
0.0% of portfolio›$1.3M
New England Private Wealth Advisors LLC2,215
0.1% of portfolio›$1.3M
Beaumont Financial Advisors, LLC2,208
0.1% of portfolio›$1.3M
Accurate Wealth Management, LLC2,205
0.1% of portfolio›$1.2M
Banque Pictet & CIE SA2,200
0.0% of portfolio›$1.3M
Aafmaa Wealth Management & Trust LLC2,188
0.4% of portfolio›$1.2M
Patriot Investment Management Group, Inc.2,180
0.1% of portfolio›$1.2M
Harbor Asset Planning, Inc.2,171
0.9% of portfolio›$1.2M
Congress Asset Management Co2,133
0.0% of portfolio›$1.2M
Wealth Management Partners, LLC2,105
0.3% of portfolio›$1.2M
Eagle Strategies LLC2,073
0.1% of portfolio›$1.2M
Roman Butler Fullerton & Co2,011
0.2% of portfolio›$1.0M
111 Capital2,008
0.2% of portfolio›$1.1M
StoryOne LLC2,001
0.5% of portfolio›$1.1M
StoryOne LLC2,001
0.5% of portfolio›$1.1M
EverSource Wealth Advisors, LLC1,996
0.0% of portfolio›$1.1M
Global View Capital Management LLC1,984
0.3% of portfolio›$1.1M
First Growth Capital LLC1,966
0.9% of portfolio›$1.1M
RDA Financial Network1,956
0.2% of portfolio›$1.1M
Centerpoint Advisory Group1,952
0.7% of portfolio›$1.1M
Annex Advisory Services, LLC1,946
0.0% of portfolio›$1.1M
First Horizon Corp1,861
0.0% of portfolio›$1.1M
Cypress Wealth Services, LLC1,847
0.1% of portfolio›$1.1M
Grimes & Co Wealth Management, LLC1,833
0.0% of portfolio›$1.0M
Schuylkill Financial LLC1,827
1.0% of portfolio›$1.0M
Pioneer Family Office, LLC1,815
0.5% of portfolio›$1.0M
NWF Advisory Services Inc.1,781
0.1% of portfolio›$1.0M
Merrion Investment Management Co, LLC1,750
0.5% of portfolio›$995.1K
WBH Advisory Inc1,743
0.1% of portfolio›$991.2K
D.A. Davidson & Co.1,741
0.0% of portfolio›$990.1K
StoneCrest Wealth Management, Inc.1,725
0.3% of portfolio›$980.9K
Oak Barrel Wealth Advisory LLC1,722
0.4% of portfolio›$979.1K
HCR Wealth Advisors1,710
0.1% of portfolio›$972.4K
KFG Wealth Management, LLC1,691
0.1% of portfolio›$961.8K
Urban Wealth Management, LLC1,635
0.8% of portfolio›$929.7K
Almanack Investment Partners, Llc.1,624
0.1% of portfolio›$923.2K
Winthrop Advisory Group LLC1,576
0.1% of portfolio›$896.2K
PTM Wealth Management, LLC1,575
0.4% of portfolio›$928.3K
Marshall & Sterling Wealth Advisors Inc.1,568
0.5% of portfolio›$891.7K
Buttonwood Financial Advisors Inc.1,540
0.3% of portfolio›$875.7K
Cornerstone Wealth Management, LLC1,540
0.0% of portfolio›$875.7K
Grantvest Financial Group LLC1,540
0.5% of portfolio›$875.8K
Larson Financial Group LLC1,539
0.0% of portfolio›$875.0K
Charter Capital Management, Llc\de1,537
0.4% of portfolio›$874.2K
Rinkey Investments1,518
0.2% of portfolio›$863.2K
Wealthstar Advisors, LLC1,509
0.2% of portfolio›$857.9K
Mullooly Asset Management, Inc.1,503
0.3% of portfolio›$854.5K
Fragasso Financial Advisors Inc1,502
0.0% of portfolio›$840.3K
Key Client Fiduciary Advisors, LLC1,499
0.2% of portfolio›$852.2K
OpenArc Corporate Advisory, LLC1,494
0.0% of portfolio›$849.5K
HBW Advisory Services LLC1,485
0.1% of portfolio›$844.5K
Madrona Financial Services, LLC1,475
0.1% of portfolio›$838.9K
GoalVest Advisory LLC1,473
0.1% of portfolio›$837.6K
Ballast Financial Advisors LLC1,428
0.8% of portfolio›$811.9K
CoreCap Advisors, LLC1,410
0.0% of portfolio›$802.2K
Summa Corp.1,404
0.2% of portfolio›$798.4K
Gerber, LLC1,386
0.4% of portfolio›$788.3K
Howard Financial Services, Ltd.1,352
0.1% of portfolio›$769.0K
Willner & Heller, LLC1,348
0.5% of portfolio›$766.7K
Andina Capital Management, LLC1,335
1.1% of portfolio›$759.1K
Soltis Investment Advisors LLC1,331
0.0% of portfolio›$757.0K
PKS Advisory Services, LLC1,324
0.1% of portfolio›$848.0K
Connecticut Wealth Management, LLC1,313
0.0% of portfolio›$746.6K
American Institute for Advanced Investment Management, LLP1,300
0.4% of portfolio›$739.2K
Kachkovsky & Fisher, Inc.1,298
0.7% of portfolio›$737.9K
Davis Investment Partners, LLC1,296
0.2% of portfolio›$736.8K
Trust Point Inc.1,296
0.1% of portfolio›$737.0K
Investment Management Trust, LLC1,286
0.6% of portfolio›$731.3K
Carrera Capital Advisors1,279
0.1% of portfolio›$727.0K
Busey Bank1,272
0.0% of portfolio›$723.3K
North Star Investment Management Corp.1,269
0.0% of portfolio›$721.6K
Citizens Financial Group Inc1,256
0.0% of portfolio›$714.3K
Creative Financial Designs Inc1,248
0.0% of portfolio›$709.9K
Saxon Interests, Inc.1,237
0.2% of portfolio›$703.5K
Ferguson Wellman Capital Management, Inc1,234
0.0% of portfolio›$701.7K
Private Trust Co NA1,231
0.1% of portfolio›$700.1K
Basso Capital Management, L.P.1,229
0.2% of portfolio›$698.8K
Fiduciary Financial Group, LLC1,221
0.1% of portfolio›$694.2K
Syntegra Private Wealth Group, LLC1,219
0.1% of portfolio›$693.2K
Milestone Asset Management Group, LLC1,216
0.3% of portfolio›$691.2K
Essential Investment Partners LLC1,200
0.5% of portfolio›$682.4K
HUB Investment Partners, LLC1,197
0.0% of portfolio›$680.5K
Quadrant Private Wealth Management, LLC1,186
0.1% of portfolio›$674.4K
McKinley Carter Wealth Services, Inc.1,185
0.0% of portfolio›$674.1K
Riverbend Wealth Management, LLC1,174
0.3% of portfolio›$667.6K
Rosenberg Matthew Hamilton1,163
0.1% of portfolio›$661.3K
Madrid Wealth Management, LLC1,156
0.4% of portfolio›$657.3K
Cornerstone Planning, LLC1,152
0.2% of portfolio›$737.1K
Hazlett, Burt & Watson, Inc.1,150
0.4% of portfolio›$651.0K
Signature Estate & Investment Advisors LLC1,147
0.0% of portfolio›$652.3K
Regions Financial Corp1,121
0.0% of portfolio›$637.4K
Asset One Wealth Management LLC1,101
0.1% of portfolio›$626.1K
World Equity Group, Inc.1,099
0.3% of portfolio›$624.9K
New York Life Investment Management LLC1,096
0.0% of portfolio›$623.2K
Accredited Investors Inc.1,085
0.0% of portfolio›$616.9K
Essex Bank1,074
0.1% of portfolio›$610.7K
Procyon Advisors, LLC1,065
0.0% of portfolio›$605.3K
TruNorth Capital Management, LLC1,044
0.1% of portfolio›$593.7K
Kathmere Capital Management, LLC1,022
0.0% of portfolio›$581.2K
Regatta Capital Group, LLC1,018
0.1% of portfolio›$578.4K
Patten & Patten Inc1,011
0.0% of portfolio›$574.9K
Comprehensive Financial Consultants Institutional, Inc.1,003
0.2% of portfolio›$570.3K
Southern Capital Advisors, LLC1,001
0.2% of portfolio›$569.4K
Cache Advisors, LLC1,000
0.0% of portfolio›$568.6K
Chicago Capital, LLC999
0.0% of portfolio›$568.1K
St. Louis Financial Planners Asset Management, LLC994
0.2% of portfolio›$495.8K
Clear Creek Financial Management, LLC991
0.0% of portfolio›$563.5K
Flagship Harbor Advisors, LLC990
0.0% of portfolio›$563.2K
BIP Wealth, LLC988
0.0% of portfolio›$561.7K
Signal Advisors Wealth, LLC987
0.0% of portfolio›$561.1K
Matauro, LLC983
0.1% of portfolio›$559.1K
Sculati Wealth Management, LLC983
0.2% of portfolio›$535.6K
Wedmont Private Capital982
0.0% of portfolio›$553.3K
FSM Wealth Advisors, LLC982
0.1% of portfolio›$553.3K
Modera Wealth Management, LLC979
0.0% of portfolio›$556.7K
Triton Wealth Management, Pllc975
0.1% of portfolio›$455.7K
Balboa Wealth Partners960
0.1% of portfolio›$545.6K
Dale Q Rice Investment Management Ltd959
0.3% of portfolio›$545.3K
Flagship Wealth Advisors, LLC954
0.1% of portfolio›$542.5K
Facet Wealth, Inc.950
0.0% of portfolio›$540.2K
JB Capital LLC945
0.0% of portfolio›$537.2K
Well Done, LLC942
0.1% of portfolio›$535.7K
Sweeney & Michel, LLC933
0.1% of portfolio›$530.3K
New Wave Wealth Advisors LLC925
0.1% of portfolio›$503.1K
Acropolis Investment Management, LLC923
0.0% of portfolio›$524.9K
Blue Trust, Inc.915
0.0% of portfolio›$520.0K
Sage Mountain Advisors LLC913
0.0% of portfolio›$519.3K
Capital Investment Advisors, LLC910
0.0% of portfolio›$517.6K
Virtue Capital Management, LLC906
0.1% of portfolio›$515.2K
Chung Wu Investment Group, LLC900
0.4% of portfolio›$511.8K
Philadelphia Trust Co899
0.1% of portfolio›$511.0K
Grant Private Wealth Management Inc893
0.2% of portfolio›$507.8K
Bigelow Investment Advisors, LLC886
0.2% of portfolio›$503.8K
Physician Wealth Advisors, Inc.882
0.1% of portfolio›$501.5K
Glenview Trust Co881
0.0% of portfolio›$501.0K
Heartwood Wealth Advisors LLC866
0.0% of portfolio›$492.4K
Valen Private Capital, LLC864
0.2% of portfolio›$491.4K
Certified Advisory Corp861
0.0% of portfolio›$489.8K
First Interstate Bank837
0.0% of portfolio›$476.0K
XML Financial, LLC834
0.0% of portfolio›$474.0K
Sigma Investment Counselors Inc833
0.0% of portfolio›$473.6K
GK Wealth Management LLC833
0.3% of portfolio›$473.4K
Outlook Wealth Advisors, LLC828
0.1% of portfolio›$470.8K
KTF Investments, LLC824
0.1% of portfolio›$468.6K
First Financial Group Corp817
0.4% of portfolio›$464.8K
Warren Street Wealth Advisors, LLC814
0.1% of portfolio›$462.7K
Oxler Private Wealth LLC807
0.1% of portfolio›$459.2K
MPS Loria Financial Planners, LLC806
0.1% of portfolio›$458.6K
Secure Asset Management, LLC805
0.1% of portfolio›$457.8K
BCS Wealth Management801
0.1% of portfolio›$455.7K
Waldron Private Wealth LLC801
0.0% of portfolio›$455.5K
Fiduciary Alliance LLC798
0.0% of portfolio›$453.8K
Inscription Capital, LLC795
0.0% of portfolio›$452.1K
MSH Capital Advisors LLC792
0.1% of portfolio›$450.3K
Goelzer Investment Management, Inc.780
0.0% of portfolio›$443.5K
Davenport & Co LLC778
0.0% of portfolio›$442.2K
Hyposwiss Advisors SA774
0.4% of portfolio›$440.1K
Strategic Planning Group, LLC772
0.0% of portfolio›$439.3K
Titleist Asset Management, LLC769
0.0% of portfolio›$437.4K
Interchange Capital Partners, LLC764
0.1% of portfolio›$434.4K
Kingdom Financial Group Llc.761
0.1% of portfolio›$432.7K
Stewardship Concepts Financial Services LLC760
0.3% of portfolio›$432.4K
Focus Wealth Advisors, LLC753
0.2% of portfolio›$428.2K
Wilkins Investment Counsel Inc750
0.1% of portfolio›$426.5K
Commerce Advisors, LLC750
0.2% of portfolio›$426.5K
Kelly Financial Services LLC748
0.1% of portfolio›$425.4K
Integrated Advisors Network LLC748
0.0% of portfolio›$425.3K
Sagespring Wealth Partners, LLC742
0.0% of portfolio›$421.8K
Williams Jones Wealth Management, Llc.738
0.0% of portfolio›$419.7K
Accelerate Investment Advisors LLC727
0.2% of portfolio›$413.6K
Cresta Advisors, Ltd.726
0.2% of portfolio›$412.8K
Clarus Group, Inc.725
0.1% of portfolio›$412.3K
Elevate Wealth Advisory, Inc723
0.2% of portfolio›$411.4K
Nova Financial LLC706
0.2% of portfolio›$401.5K
Huntleigh Advisors, Inc.699
0.1% of portfolio›$397.2K
SeaBridge Investment Advisors LLC695
0.1% of portfolio›$395.2K
Leuthold Group, LLC693
0.0% of portfolio›$394.1K
Appalachian Capital Management Ltd689
0.3% of portfolio›$392.0K
Journey Advisory Group, LLC675
0.0% of portfolio›$383.8K
Detalus Advisors, LLC671
0.1% of portfolio›$381.7K
Vista Finance, LLC670
0.2% of portfolio›$381.0K
Tritonpoint Wealth, LLC670
0.0% of portfolio›$381.0K
J.Safra Asset Management Corp665
0.0% of portfolio›$378.1K
Private Client Services, LLC659
0.1% of portfolio›$374.5K
Angeles Wealth Management, LLC657
0.0% of portfolio›$373.6K
Oakworth Capital, Inc.650
0.0% of portfolio›$369.6K
15 Wealth Advisors LLC647
0.1% of portfolio›$368.1K
James Investment Research, Inc.647
0.0% of portfolio›$367.9K
Tactive Advisors, LLC644
0.1% of portfolio›$365.9K
Riverchase Wealth Management, LLC641
0.2% of portfolio›$364.5K
Capital Squared Financial LLC641
0.2% of portfolio›$364.7K
Omega Financial Group, LLC638
0.1% of portfolio›$362.9K
Breakwater Capital Group632
0.0% of portfolio›$359.3K
Gill Capital Partners, LLC631
0.1% of portfolio›$359.0K
HF Advisory Group, LLC630
0.1% of portfolio›$358.5K
Cornerstone Wealth Group, LLC628
0.0% of portfolio›$357.2K
Fairfield Financial Advisors, LTD627
0.1% of portfolio›$356.8K
Sepio Capital, LP625
0.0% of portfolio›$355.4K
Friedenthal Financial620
0.2% of portfolio›$352.6K
Venture Visionary Partners LLC616
0.0% of portfolio›$350.3K
Crosspoint Financial, LLC610
0.7% of portfolio›$346.9K
Cornell Pochily Investment Advisors, Inc.602
0.1% of portfolio›$342.6K
Archer Investment Corp601
0.1% of portfolio›$341.9K
Unique Wealth, LLC601
0.0% of portfolio›$341.8K
Values Added Financial LLC600
0.1% of portfolio›$341.2K
Firethorn Wealth Partners, LLC600
0.1% of portfolio›$341.2K
Core Wealth Partners LLC600
0.1% of portfolio›$341.2K
Woodley Farra Manion Portfolio Management Inc599
0.0% of portfolio›$340.6K
Pinion Investment Advisors, LLC595
0.1% of portfolio›$338.3K
Blackston Financial Advisory Group, LLC595
0.2% of portfolio›$338.4K
Strategic Family Wealth Counselors, L.L.C.594
0.1% of portfolio›$337.9K
Signaturefd, LLC592
0.0% of portfolio›$336.6K
Box Hill Private Wealth LLC592
0.2% of portfolio›$336.8K
BCO Wealth Management LLC588
0.2% of portfolio›$334.4K
Seros Financial, LLC585
0.2% of portfolio›$332.7K
Tandem Capital Management Corp579
0.1% of portfolio›$329.2K
Revisor Wealth Management LLC577
0.1% of portfolio›$306.6K
Accel Wealth Management567
0.1% of portfolio›$322.4K
Perigon Wealth Management, LLC567
0.0% of portfolio›$322.3K
Affinity Capital Advisors, LLC564
0.0% of portfolio›$315.5K
Tucker Asset Management LLC562
0.1% of portfolio›$319.6K
Penobscot Wealth Management560
0.1% of portfolio›$318.7K
Avantax Planning Partners, Inc.559
0.0% of portfolio›$317.8K
Sentry LLC555
0.1% of portfolio›$315.6K
Arch Global Advisors, LLC549
0.1% of portfolio›$312.2K
Crusonia Wealth Advisors LLC549
0.0% of portfolio›$312.3K
Atlas Private Wealth Advisors545
0.1% of portfolio›$309.7K
Trust Co of the South543
0.0% of portfolio›$308.8K
Sacks & Associates, LLC538
0.2% of portfolio›$305.9K
Avidian Wealth Enterprises, LLC537
0.0% of portfolio›$305.1K
Essex LLC521
0.0% of portfolio›$296.3K
Signature Resources Capital Management, LLC521
0.1% of portfolio›$296.1K
Parsons Capital Management Inc520
0.0% of portfolio›$295.7K
M Holdings Securities, Inc.517
0.0% of portfolio›$236
Fifth Third Securities, Inc.512
0.0% of portfolio›$291.1K
Walser Wealth Management Company, A Ltd Liability Co500
0.1% of portfolio›$284.2K
Eastern Bank498
0.0% of portfolio›$283.2K
Mascagni Wealth Management, Inc.497
0.2% of portfolio›$282.6K
My Personal CFO, LLC489
0.1% of portfolio›$278.1K
Summit Financial Strategies, Inc.489
0.0% of portfolio›$278.1K
Founders Financial Securities LLC486
0.0% of portfolio›$276.5K
Armstrong Advisory Group, Inc485
0.0% of portfolio›$276.0K
Michels Family Financial, LLC484
0.2% of portfolio›$275.4K
CWA Asset Management Group, LLC480
0.0% of portfolio›$273.2K
Nestegg Advisors, Inc.476
0.2% of portfolio›$270.8K
Optivise Advisory Services LLC474
0.1% of portfolio›$269.5K
YHB Investment Advisors, Inc.469
0.0% of portfolio›$266.7K
Polaris Investment Advisors, LLC465
0.2% of portfolio›$264.4K
Princeton Capital Management LLC465
0.1% of portfolio›$264.6K
Nfsg Corp460
0.0% of portfolio›$261.3K
Terra Nova Asset Management LLC458
0.2% of portfolio›$260.7K
Grove Bank & Trust456
0.0% of portfolio›$259.3K
First Citizens Bank & Trust Co455
0.0% of portfolio›$258.7K
Instrumental Wealth, LLC453
0.1% of portfolio›$257.4K
CMG Global Holdings, LLC452
0.1% of portfolio›$257.2K
Tcfg Investment Advisors, LLC450
0.1% of portfolio›$255.9K
Blodgett Wealth Advisors, LLC450
0.2% of portfolio›$255.9K
Trust Co of Toledo NA450
0.0% of portfolio›$255.9K
Mechanics Bank Trust Department450
0.0% of portfolio›$255.9K
AMG National Trust Bank443
0.0% of portfolio›$252.1K
Parkside Financial Bank & Trust441
0.0% of portfolio›$250.6K
Wisconsin Wealth Advisors, LLC440
0.2% of portfolio›$250.0K
Demars Financial Group, LLC439
0.1% of portfolio›$249.6K
Olistico Wealth, LLC430
0.1% of portfolio›$244.5K
Calder Financial LLC430
0.2% of portfolio›$244.8K
Bluedoor Private Wealth, LLC429
0.1% of portfolio›$243.9K
Pachira Investments Inc.429
0.1% of portfolio›$244.2K
Waystone Advisors LLC429
0.2% of portfolio›$274.9K
Baxter Bros Inc422
0.0% of portfolio›$240.0K
United Advisor Group, LLC419
0.0% of portfolio›$238.3K
Summit Wealth Group LLC / Co411
0.0% of portfolio›$233.7K
Heirloom Wealth Management410
0.0% of portfolio›$233.3K
Townsend Financial Planning, LLC404
0.2% of portfolio›$229.7K
Investment Partners, Ltd.403
0.0% of portfolio›$229.3K
Kieckhefer Group LLC399
0.1% of portfolio›$226.9K
Holland Advisory Services, Inc.390
0.2% of portfolio›$221.8K
Mather Group, Llc.387
0.0% of portfolio›$220.1K
Northern Lights Advisors, Inc.387
0.1% of portfolio›$220.1K
Symphony Financial, Ltd. Co.386
0.0% of portfolio›$219.4K
RMR Wealth Builders386
0.0% of portfolio›$219.6K
CRA Financial Services, LLC383
0.0% of portfolio›$217.8K
Breachway Investments LLC379
0.3% of portfolio›$215.5K
Mission Wealth Management, LP374
0.0% of portfolio›$212.5K
Harbor Capital Advisors, Inc.373
0.0% of portfolio›$212
MinichMacGregor Wealth Management, LLC369
0.0% of portfolio›$210.1K
Moneco Advisors, LLC368
0.0% of portfolio›$209.3K
Lanark Financial, Inc.364
0.0% of portfolio›$207.0K
Able Wealth Management LLC363
0.0% of portfolio›$214.0K
Badgley Phelps Wealth Managers, LLC362
0.0% of portfolio›$205.8K
Daymark Wealth Partners, LLC362
0.0% of portfolio›$205.9K
LWM Advisors Inc361
0.2% of portfolio›$205.1K
EdgeRock Capital LLC360
0.0% of portfolio›$204.7K
Austin Asset Management Co Inc358
0.0% of portfolio›$203.5K
Cookson Peirce & Co Inc358
0.0% of portfolio›$203.6K
Bryn Mawr Trust Advisors, LLC357
0.0% of portfolio›$203.0K
Shoker Investment Counsel, Inc.355
0.1% of portfolio›$202.5K
Trust Co of Vermont350
0.0% of portfolio›$199.0K
Canton Hathaway, LLC348
0.0% of portfolio›$197.9K
Valley National Advisers Inc333
0.0% of portfolio›$189.2K
Intesa Sanpaolo Wealth Management315
0.0% of portfolio›$179.1K
Fortitude Family Office, LLC306
0.0% of portfolio›$174.0K
Vima LLC304
0.2% of portfolio›$172.9K
Manchester Capital Management LLC300
0.0% of portfolio›$170.6K
Provident Wealth Management, LLC300
0.1% of portfolio›$170.6K
Roxbury Financial LLC295
0.1% of portfolio›$167.8K
Compass Financial Management LLC292
0.0% of portfolio›$165.8K
Heritage Family Offices, LLP291
0.1% of portfolio›$165.5K
Wealth Enhancement Trust Services, Inc.244
0.0% of portfolio›$138.7K
Ascentis Wealth Management, LLC243
0.0% of portfolio›$138.2K
Morling Financial Advisors, LLC227
0.0% of portfolio›$129.2K
Pinnacle Wealth Planning Services, Inc.222
0.0% of portfolio›$126.2K
Western Pacific Wealth Management, LP222
0.1% of portfolio›$126.2K
Key FInancial Inc217
0.0% of portfolio›$123.4K
Hamilton Point Investment Advisors, LLC213
0.0% of portfolio›$121.1K
EPG Wealth Management LLC210
0.0% of portfolio›$119.4K
CX Institutional195
0.0% of portfolio›$111
Gamma Investing LLC181
0.0% of portfolio›$102.9K
Key Capital Management, Inc180
0.0% of portfolio›$102.4K
Barnes Dennig Private Wealth Management LLC169
0.1% of portfolio›$96.1K
FNY Investment Advisers, LLC167
0.0% of portfolio›$94
Align Financial, LLC165
0.0% of portfolio›$93.9K
Fairscale Capital, LLC163
0.0% of portfolio›$76.9K
Realta Investment Advisors162
0.0% of portfolio›$92.0K
Rossby Financial, LCC140
0.0% of portfolio›$79.6K
Downshift Financial, LLC126
0.0% of portfolio›$71.7K
American Capital Advisory, LLC121
0.0% of portfolio›$68.8K
Financial Consulate, Inc117
0.0% of portfolio›$66.5K
Harbor Investment Advisory, LLC117
0.0% of portfolio›$66.5K
Cape Investment Advisory, Inc.115
0.0% of portfolio›$65.4K
Tsfg, LLC102
0.0% of portfolio›$58
Elevation Wealth Partners, LLC94
0.0% of portfolio›$53.7K
Balance Wealth Partners LLC87
0.0% of portfolio›$49.4K
Pilgrim Partners Asia Pte Ltd87
0.0% of portfolio›$49.5K
Lynch Investment Planning, LLC84
0.0% of portfolio›$47.8K
SYM Financial Corp83
0.0% of portfolio›$47.3K
Cedar Mountain Advisors, LLC80
0.0% of portfolio›$45.5K
Go Invest LLC79
0.0% of portfolio›$44.8K
Markowski Investments77
0.0% of portfolio›$43.8K
Tradewinds Capital Management, LLC76
0.0% of portfolio›$43.2K
Evolution Wealth Management Inc.76
0.0% of portfolio›$43.4K
Morton Brown Family Wealth, LLC75
0.0% of portfolio›$42.6K
First Premier Bank75
0.0% of portfolio›$43
Caldwell Trust Co75
0.0% of portfolio›$42.6K
Asset Dedication, LLC65
0.0% of portfolio›$37.0K
Highline Wealth Partners LLC65
0.0% of portfolio›$37.0K
Birchwood Financial Partners, Inc.50
0.0% of portfolio›$28.5K
William Mack & Associates, Inc.48
0.0% of portfolio›$27.3K
DeDora Capital, Inc.47
0.0% of portfolio›$26.7K
Ashurst Perkins Coie Trust Co46
0.0% of portfolio›$26.2K
Triumph Capital Management45
0.0% of portfolio›$25.6K
Mcdonald Partners LLC44
0.0% of portfolio›$25.0K
Abound Wealth Management43
0.0% of portfolio›$24.5K
SJS Investment Consulting Inc.43
0.0% of portfolio›$24.2K
Nemes Rush Group LLC42
0.0% of portfolio›$23.9K
Bangor Savings Bank33
0.0% of portfolio›$18.8K
Edgemoor Investment Advisors, Inc.30
0.0% of portfolio›$17.1K
Silver Grove Financial Group, Inc.30
0.0% of portfolio›$17.1K
Princeton Global Asset Management LLC30
0.0% of portfolio›$17.1K
Midwest Capital Advisors, LLC30
0.0% of portfolio›$17.1K
Gen-Wealth Partners Inc30
0.0% of portfolio›$17.3K
Central Pacific Bank - Trust Division29
0.0% of portfolio›$16.5K
Capital Advisors, Ltd. LLC26
0.0% of portfolio›$15
First United Bank & Trust25
0.0% of portfolio›$14.2K
Biltmore Family Office, LLC25
0.0% of portfolio›$14.2K
Sawyer & Company, Inc21
0.0% of portfolio›$11.9K
Southern Michigan Bank & Trust21
0.0% of portfolio›$11.9K
Farmers & Merchants Investments Inc19
0.0% of portfolio›$10.8K
Team Financial Group, LLC18
0.0% of portfolio›$10.2K
Mowery & Schoenfeld Wealth Management, LLC16
0.0% of portfolio›$9.3K
CrossGen Wealth, LLC15
0.0% of portfolio›$8.8K
Monetary Solutions, Ltd15
0.0% of portfolio›$8.5K
Noble Wealth Management PBC14
0.0% of portfolio›$8.0K
Goodman Advisory Group, LLC13
0.0% of portfolio›$7.4K
Creative Capital Management Investments LLC11
0.0% of portfolio›$6.3K
Wagner Wealth Management, LLC10
0.0% of portfolio›$5.7K
Washington Trust Advisors, Inc.10
0.0% of portfolio›$5.8K
CKW Financial Group8
0.0% of portfolio›$5
Nvwm, LLC7
0.0% of portfolio›$4.0K
Next Level Wealth Planning, LLC6
0.0% of portfolio›$3.4K
Aspect Partners, LLC4
0.0% of portfolio›$2.3K
Alta Capital Management LLC/4
0.0% of portfolio›$2.3K
Farmers & Merchants Trust Co of Chambersburg PA3
0.0% of portfolio›$2
Zega Investments, LLC2
0.0% of portfolio›$1.1K
Beacon Investment Advisory Services, Inc.1
0.0% of portfolio›$569
Compagnie Lombard Odier SCmA0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Harel Insurance Investments & Financial Services Ltd.
884,702$503.1K0.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Citigroup Inc
678,393$385.8M0.1%CoreMediumNew York, NY2026-11-04
Analyst IMS Investment Management Services Ltd.
675,847$384.3M13.2%ETFLowTel-Aviv, Luxembourg2026-11-05
Imc-Chicago, LLC
436,696$248.3M0.1%GARPVery HighChicago, IL2026-11-05
Mirae Asset Global Investments Co., Ltd.
381,329$216.8M0.4%GrowthLowSeoul, Malaysia2026-11-03
Commonwealth Equity Services, LLC
233,990$133.1M0.2%ETFLowWaltham, MA2026-11-02
Howard Capital Management, LLC
232,359$132.1M1.6%ETFHighAlpharetta, GA2026-10-16
Y.D. More Investments Ltd
228,215$129.7M3.7%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Cambridge Investment Research Advisors, Inc.
187,322$106.5K0.0%ETFLowFairfield, IA2026-11-02
Simplex Trading, LLC
159,817$90.9M0.0%CoreVery HighChicago, IL2026-11-04
Greenwood Gearhart LLC
133,808$76.1M3.4%ETFLowFayetteville, AR2026-11-02
Gerber Kawasaki Wealth & Investment Management
114,419$65.1M1.7%ETFLowSanta Monica, CA2026-10-29
Truist Financial Corp
100,281$57.0M0.1%CoreLowCharlotte, NC2026-10-30
Traynor Capital Management, Inc.
83,808$47.7M2.2%GrowthLowMalvern, PA2026-10-29
Yarbrough Capital, LLC
82,383$46.8M1.3%Agg GrowthVery LowFranklin, TN2026-10-19
Meitav Investment House LTD
81,358$46.2M0.3%ETFMediumBene-Beraq, Luxembourg2026-10-28
Exchange Traded Concepts, LLC
79,081$45.0M0.2%GrowthMediumOklahoma City, OK2026-10-28
Ayalon Insurance Comp Ltd.
73,076$41.6K0.0%ETFLowRamat Gan, Luxembourg2026-10-08
Oppenheimer & Co Inc
70,621$40.2M0.4%CoreLowNew York, NY2026-10-26
Albion Financial Group
70,239$39.9M2.3%GrowthLowSalt Lake City, UT2026-10-21
Kestra Advisory Services, LLC
68,417$38.9M0.1%CoreLowAustin, TX2026-11-02
True Private Wealth Advisors
67,762$38.5M3.3%ETFMediumSalem, OR2026-10-19
TD Waterhouse Canada Inc.
65,985$38.0M0.1%CoreLowToronto, Australia2026-10-16
Wealth Enhancement Advisory Services, LLC
60,503$34.1M0.1%CoreLowPlymouth, MN2026-10-13
Diversify Advisory Services, LLC
57,408$29.5M0.4%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
57,408$29.5M0.4%GrowthMediumSandy, UT2026-10-20
StoneX Group Inc.
52,889$27.2M1.0%ETFMediumNew York, NY2026-11-03
Howard Capital Management Group, LLC
51,054$29.0M1.7%GrowthVery LowLos Angeles, CA2026-10-16
United Asset Strategies, Inc.
50,459$28.7M2.0%GrowthLowGarden City, NY2026-10-28
Independent Financial Group, LLC
48,525$27.6M0.5%GrowthLowSan Diego, CA2026-10-13
Marks Wealth, LLC
45,185$25.7M5.6%ETFVery HighEllicott City, MD2026-10-30
Union Bancaire Privee, UBP SA
44,273$21.6M0.2%GrowthMediumGeneva 1, Switzerland2026-11-04
Bensler, LLC
42,855$24.4M2.3%MomentumMediumBellevue, WA2026-11-05
Redstone Wealth Management, LLC
42,386$24.1M15.1%ETFMediumOklahoma City, OK2026-10-20
Galvin, Gaustad & Stein, LLC
38,663$22.0M1.7%CoreMediumScottsdale, AZ2026-10-08
Vantage Investment Partners, LLC
38,518$21.9M1.3%CoreMediumKansas City, MO2026-10-27
Capital Investment Counsel, LLC
36,538$20.8M2.6%CoreLowDenver, CO2026-10-14
VMS Asset Management Limited
36,221$20.6M7.8%Agg GrowthVery HighHong Kong, South Korea2026-10-15
Concurrent Investment Advisors, LLC
35,942$20.4M0.1%GrowthMediumTampa, FL2026-10-16
Toth Financial Advisory Corp
34,874$19.8M2.0%CoreLowLeesburg, VA2026-10-08
KCM Investment Advisors LLC
33,948$19.3M0.6%CoreVery LowGreenbrae, CA2026-10-27
Financial Partners Group, Inc
32,835$18.7M1.9%ETFLowOverland Park, KS2026-10-19
Kestra Private Wealth Services, LLC
30,666$17.4M0.2%GrowthLowAustin, TX2026-10-30
Agur Provident & Training Funds Management LTD
30,300$172.3K3.9%ETFVery LowTel Aviv, Luxembourg2026-11-02
Fulton Bank, N.A.
29,554$16.8M0.5%CoreLowLancaster, PA2026-10-14
MacKenzie Financial Corp
28,357$16.1M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Allen Mooney & Barnes Investment Advisors LLC
27,757$15.8M2.3%ValueLowThomasville, GA2026-10-08
Creative Planning
26,867$15.3M0.0%IndexVery LowOverland Park, KS2026-11-02
IFP Advisors, Inc
26,706$15.2M0.3%GrowthLowTampa, FL2026-10-16
CMH Wealth Management LLC
26,352$15.0M2.3%GrowthLowPortsmouth, NH2026-10-22
Valley Wealth Managers, Inc.
26,200$14.9M0.8%GARPMediumParamus, NJ2026-10-09
Meridian Wealth Management, LLC
25,608$14.6M0.4%GrowthLowLexington, KY2026-11-05
Welch & Forbes LLC
23,988$13.6M0.2%CoreVery LowBoston, MA2026-11-04
Park Avenue Securities LLC
23,247$13.2K0.0%ETFMediumNew York, NY2026-10-26
SteelPeak Wealth, LLC
22,291$12.7M0.3%GrowthHighWoodland Hills, CA2026-10-16
Absolute Capital Management, LLC
22,200$12.6M2.9%ETFMediumPittsburgh, PA2026-10-16
Sowell Financial Services LLC
22,160$12.6M0.4%CoreLowNorth Little Rock, AR2026-10-23
Cottonwood Capital Advisors, LLC
21,945$12.5M7.5%ETFVery LowSalt Lake City, UT2026-10-20
Cadent Capital Advisors, LLC
21,559$12.3M2.6%ETFHighTulsa, OK2026-10-09
Woodmont Investment Counsel LLC
20,722$11.8M0.6%GARPVery LowNashville, TN2026-10-29
Lido Advisors, LLC
20,514$11.7M0.0%GrowthLowLos Angeles, CA2026-11-04
RFG Advisory, LLC
20,085$11.4M0.2%ETFMediumBirmingham, AL2026-11-03
Dynamic Advisor Solutions LLC
20,053$11.4M0.3%ETFLowPhoenix, AZ2026-10-13
Spire Wealth Management
19,561$11.1M0.3%GrowthMediumMclean, VA2026-10-30
AdvisorNet Financial, Inc
19,306$10.0M0.5%ETFLowMinnetonka, MN2026-10-15
Evolution Wealth Advisors, LLC
18,985$10.8M1.1%ETFLowAventura, FL2026-11-03
Silverleafe Capital Partners, LLC
18,894$10.7M3.1%CoreMediumGermantown, TN2026-10-02
MassMutual Private Wealth & Trust, FSB
18,881$10.7M0.3%CoreLowSpringfield, MA2026-10-05
Blue Zone Wealth Advisors, LLC
18,448$10.5M1.6%MomentumLowLos Angeles, CA2026-10-19
Geremia Financial Services, LLC
18,422$10.5M10.0%YieldVery LowEdison, NJ2026-10-19
Bank Julius Baer & Co. Ltd, Zurich
18,288$10.4M0.0%GrowthMediumZurich, Switzerland2026-10-29
Royal Fund Management, LLC
16,997$9.7M0.8%GrowthMediumLady Lake, FL2026-10-22
Elevation Point Wealth Partners, LLC
16,971$9.7M0.2%CoreHighDenver, CO2026-11-05
Avaii Wealth Management, LLC
16,690$9.8M2.8%ETFMediumAppleton, WI2026-10-09
Integrated Capital Management, LLC
16,671$9.5M3.5%ETFLowBloomfield, MI2026-10-23
Strategic Blueprint, LLC
16,414$9.3M0.5%ETFLowAtlanta, GA2026-10-22
Vontobel Holding Ltd.
16,367$9.3M0.0%CoreMediumZurich, Switzerland2026-10-16
Farther Finance Advisors, LLC
16,070$9.1M0.1%IndexLowSan Francisco, CA2026-10-08
Gimbal Financial
16,003$9.1M5.3%ETFN/ACarmel, IN2026-10-19
Family Legacy, Inc.
15,022$8.5M2.4%CoreVery LowGreenville, SC2026-10-13
Sharper & Granite LLC
14,925$4.9M1.7%ETFLowEl Segundo, CA2026-11-02
PFG Advisors
14,473$8.2M0.4%ETFMediumPhoenix, AZ2026-10-16
Beacon Financial Planning, Inc
13,910$7.9M2.7%ETFVery LowHyannis, MA2026-11-04
Global Wealth Strategies & Associates
13,861$7.9M1.4%ETFLowDenver, CO2026-10-02
Midwest Financial Group LLC
13,765$7.8M2.7%ETFLowOverland Park, KS2026-10-15
Dala Group, LLC
13,544$7.7M5.7%ETFMediumHoffman Estates, IL2026-10-29
Brookstone Capital Management
13,198$7.5M0.1%ETFMediumWheaton, IL2026-10-22
Tepp RIA, LLC
12,933$7.4M5.1%ETFMediumWestfield, NJ2026-10-14
Polaris Financial Partners
12,886$7.3K3.3%GrowthN/AWesterville, OH2026-10-02
Steele Capital Management, Inc.
12,401$7.1M0.3%ETFVery LowDubuque, IA2026-11-02
Rakuten Investment Management, Inc.
12,320$7.0M0.0%ETFMediumTokyo, Mexico2026-10-30
Lake Hills Wealth Management, LLC
12,218$6.9M3.2%ETFVery HighAustin, TX2026-10-07
Krilogy Financial LLC
12,170$6.6M0.2%GrowthLowSt. Louis, MO2026-10-13
Wealthcare Advisory Partners LLC
12,038$6.8M0.1%ETFLowWest Chester, PA2026-10-21
Aprio Wealth Management, LLC
11,945$6.8M0.3%ETFMediumAtlanta, GA2026-10-28
Magnus Financial Group LLC
11,912$6.8M0.5%ETFLowNew York, NY2026-10-21
Green Ridge Wealth Planning LLC
11,644$6.6M2.7%ETFMediumMontville, NJ2026-10-08
Genoa Capital Gestora de Recursos Ltda.
11,356$6.5M1.4%Agg GrowthVery HighSao Paulo, Finland2026-10-20
Greenspring Advisors, LLC
10,838$6.2M0.3%ETFVery LowTowson, MD2026-11-05
Thrivent Financial for Lutherans
10,729$5.5M0.0%GARPMediumMinneapolis, MN2026-11-05
Koshinski Asset Management, Inc.
10,291$5.9M0.3%ETFLowDecatur, IL2026-10-29
Klingman & Associates, LLC
9,969$5.7M0.2%ETFVery LowNew York, NY2026-10-20
Keybank National Association
9,653$5.5M0.0%CoreLowBrooklyn, OH2026-11-04
Washington Growth Strategies LLC
9,614$5.5M3.0%ETFVery LowWashington, DC2026-10-19
Kingswood Wealth Advisors, LLC
9,541$5.4M0.2%GrowthLowSan Diego, CA2026-10-23
Moss Adams Wealth Advisors LLC
9,245$5.3M0.3%ETFLowSeattle, WA2026-10-28
Laurel OAK Wealth Management, LLC
9,140$5.2M0.7%GrowthLowMarlton, NJ2026-10-19
Matrix Trust Co
9,097$5.2K0.0%ETFLowDenver, CO2026-10-07
Financially Speaking Inc
9,069$5.2M6.2%ETFHighGreenwood Village, CO2026-11-05
Washburn Capital Management, Inc.
8,895$5.1M2.5%ETFLowVero Beach, FL2026-10-19
Apollon Wealth Management, LLC
8,690$4.9M0.1%GrowthLowMount Pleasant, SC2026-10-23
Mesirow Financial Investment Management, Inc.
8,634$4.9M0.1%CoreLowChicago, IL2026-11-05
Grandview Asset Management LLC
8,625$4.9M1.4%Agg GrowthLowHarrisburg, PA2026-10-19
Prime Capital Investment Advisors, LLC
8,424$4.8M0.0%ETFLowOverland Park, KS2026-10-20
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
8,404$4.8M0.2%ETFMediumWestlake, OH2026-10-14
Avior Wealth Management, LLC
8,399$4.8M0.1%ETFMediumOmaha, NE2026-10-13
Comprehensive Financial Planning, Inc.
8,192$4.7M2.5%Agg GrowthLowEast Petersburg, PA2026-10-27
Focus Financial Network, Inc.
7,879$4.5M0.1%ETFLowMinneapolis, MN2026-10-14
Pennsylvania Capital Management Inc
7,826$4.5M1.1%GrowthLowHuntingdon Valley, PA2026-11-05
Prospera Financial Services Inc
7,763$3.7M0.0%CoreMediumDallas, TX2026-11-04
Sovran Advisors, LLC
7,656$3.9M0.3%ETFMediumSan Diego, CA2026-11-02
Mirabaud & Cie SA
7,500$4.3M1.6%GrowthLowGeneva, Switzerland2026-10-27
Paragon Private Wealth Management, LLC
7,490$4.3M1.3%GrowthLowLexington, KY2026-10-20
Ashton Thomas Securities, LLC
7,307$4.2M0.4%ETFMediumRochester, NY2026-10-26
Victory Financial Group, LLC
7,261$4.1M0.4%ETFLowAustin, TX2026-10-27
Armor Investment Advisors, LLC
7,249$4.1M1.3%ETFLowRaleigh, NC2026-10-27
Verus Capital Partners, LLC
7,158$4.1M0.2%GrowthLowScottsdale, AZ2026-11-03
Insight Wealth Partners, LLC
7,039$4.0M0.5%ETFLowPlano, TX2026-10-26
B. Riley Wealth Advisors, Inc.
7,031$4.0M0.2%GrowthLowMemphis, TN2026-10-13
High Point Wealth Management, LLC
6,843$3.9M3.1%ETFLowChester, NJ2026-11-05
MGO One Seven LLC
6,809$3.9M0.1%GrowthLowBeachwood, OH2026-10-28
S&A Financial Services, Inc.
6,551$3.7M2.3%ETFN/AOverland Park, KS2026-11-03
Dedeker Financial LLC
6,470$3.7M2.1%MomentumMediumSt. Louis Park, MN2026-10-23
Atria Investments, Inc
6,410$3.6M0.0%CoreMediumCharlotte, NC2026-10-15
Vise Technologies, Inc.
6,351$3.6M0.0%IndexLowNew York, NY2026-10-29
Ashton Thomas Private Wealth, LLC
6,319$3.6M0.1%CoreMediumScottsdale, AZ2026-11-03
William John Sempolinski
6,296$3.6M1.4%MomentumLowEaston, MA2026-10-20
Genesee Capital Advisors, LLC
6,285$3.6M1.1%ETFMediumAuburn, NY2026-10-20
Gold Investment Management Ltd.
6,284$3.6M1.0%GARPVery LowEdmonton, Abu Dhabi2026-10-19
RWQ Financial Management Services, Inc.
6,260$3.6M2.0%GrowthHighNaples, FL2026-10-19
Berbice Capital Management LLC
6,103$3.5M1.7%MomentumLowMelville, NY2026-10-13
Forte Asset Management LLC
6,031$3.4M1.4%ETFLowBedford, NY2026-10-13
Corrado Advisors, LLC
5,911$3.4M1.7%CoreMediumRamsey, NJ2026-10-27
Commonwealth Financial Services, LLC
5,718$3.3M0.6%ETFMediumVienna, WV2026-10-20
VVR Holdings LLC
5,649$3.2M1.3%ETFMediumBellingham, WA2026-10-19
Joseph P. Lucia & Associates, LLC
5,399$3.1M0.9%ETFVery LowYorktown Heights, NY2026-10-30
Parallel Advisors, LLC
5,325$3.0M0.0%IndexLowSan Francisco, CA2026-11-03
CDM Financial Counseling Services, Inc.
5,315$3.0M2.5%ETFVery LowNorwich, CT2026-10-15
First Financial Bank - Trust Division
5,184$2.9M0.2%CoreLowHamilton, OH2026-10-01
Golden State Wealth Management, LLC
5,175$2.9M0.3%ETFMediumSanta Ana, CA2026-11-02
Assetmark, Inc
5,151$2.9M0.0%ETFLowConcord, CA2026-10-21
First International Bank of Israel Ltd.
4,975$2.8M1.1%ETFMediumTel Aviv, Luxembourg2026-11-04
Moran Wealth Management, LLC
4,967$2.8M0.1%CoreMediumNaples, FL2026-10-22
Robertson Stephens Wealth Management, LLC
4,927$2.8M0.1%ETFMediumSan Francisco, CA2026-10-16
Capstone Wealth Management Group, Inc.
4,707$2.7M1.6%GrowthN/ABend, OR2026-10-19
Wedbush Securities Inc
4,660$2.7K0.0%CoreLowPasadena, CA2026-10-22
PW Nova Financial Services LLC
4,504$2.6M0.5%ETFLowNewtown, PA2026-10-15
Transcendent Capital Group LLC
4,450$2.5M1.0%ETFMediumEdmond, OK2026-10-28
Lionshead Wealth Management, LLC
4,413$2.5M1.7%ETFLowNew York, NY2026-10-21
Montag A & Associates Inc
4,405$2.5M0.1%CoreLowAtlanta, GA2026-10-29
Chicago Partners Investment Group LLC
4,399$2.1M0.0%GARPLowChicago, IL2026-10-27
City Holding Co
4,301$2.4M0.3%CoreLowCharleston, WV2026-10-19
Root Financial Partners, LLC
4,297$2.4M0.1%ETFMediumEncinitas, CA2026-10-21
Northland Securities, Inc.
4,251$2.4M1.4%ETFLowMinneapolis, MN2026-11-02
Valeo Financial Advisors, LLC
4,224$2.4M0.1%ETFLowCarmel, IN2026-10-08
Bokf, NA
4,190$2.4M0.0%CoreLowTulsa, OK2026-10-27
Vista Investment Partners II, LLC
4,189$2.4M1.0%CoreMediumRichmond, IN2026-10-15
Telos Capital Management, Inc.
4,174$2.4M0.2%CoreLowSan Diego, CA2026-11-02
Carnegie Investment Counsel
4,085$2.3M0.0%CoreLowPepper Pike, OH2026-10-20
First Heartland Consultants, Inc.
4,075$2.3M0.2%ETFMediumLake St. Louis, MO2026-10-08
McHugh Group, LLC
4,033$2.3M1.1%GrowthVery LowBratenahl, OH2026-10-19
Brighton Jones LLC
4,023$2.3M0.0%CoreVery LowSeattle, WA2026-11-03
Allspring Global Investments Holdings, LLC
3,998$2.3M0.0%CoreMediumCharlotte, NC2026-11-04
Simplicity Wealth,LLC
3,895$2.2M0.1%ETFLowSummit, NJ2026-10-23
Cassaday & Co Wealth Management LLC
3,893$2.2M0.0%ETFVery LowMclean, VA2026-10-27
Somerset Trust Co
3,881$2.2M0.6%CoreVery LowSomerset, PA2026-10-13
Pacific Center for Financial Services
3,874$2.2M0.5%ETFMediumDanville, CA2026-10-15
Vigilare Wealth Management
3,870$2.2M0.7%ETFHighScottsdale, AZ2026-10-29
Ascentis Independent Advisors
3,833$2.2M0.1%ETFLowDallas, TX2026-11-03
Pinnacle Associates LTD
3,833$2.2M0.0%CoreLowNew York, NY2026-10-20
Robinson Value Management, Ltd.
3,767$2.1M1.2%YieldHighSan Antonio, TX2026-10-20
Juncture Wealth Strategies, LLC
3,636$2.1M0.5%ETFLowScottsdale, AZ2026-10-06
Finley Financial, LLC
3,622$2.1M0.9%ETFVery LowLas Vegas, NV2026-10-28
Activest Wealth Management
3,596$2.0M0.4%ETFLowAventura, FL2026-10-15
Capital Investment Advisory Services, LLC
3,583$2.0M0.1%CoreMediumRaleigh, NC2026-10-30
McAdam, LLC
3,582$2.0M0.1%ETFLowPhiladelphia, PA2026-10-21
Midwest Trust Co
3,559$2.0M0.0%CoreLowOverland Park, KS2026-10-22
Independent Wealth Network Inc.
3,526$2.0M0.5%ETFMediumUrbandale, IA2026-10-19
Cyndeo Wealth Partners, LLC
3,502$2.0M0.1%CoreMediumSt. Petersburg, FL2026-10-16
Pinnacle Wealth Management Advisory Group, LLC
3,470$2.0M0.1%GrowthLowRed Bank, NJ2026-10-23
Indivisible Partners
3,452$2.0M0.1%GrowthMediumClearwater, FL2026-10-26
Lyell Wealth Management, LP
3,404$1.9M0.1%GrowthLowMenlo Park, CA2026-10-30
Wagner Wealth Management, Corp
3,390$1.9M1.5%ETFHighConyngham, PA2026-10-20
Bay Harbor Wealth Management, LLC
3,382$1.9M0.4%ETFMediumHunt Valley, MD2026-11-03
AMI Asset Management Corp
3,350$1.9M0.1%GrowthMediumLos Angeles, CA2026-10-20
Crestwood Advisors Group, LLC
3,340$1.9M0.0%GrowthLowBoston, MA2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
3,306$1.9M0.0%GrowthVery LowSeattle, WA2026-10-27
Sigma Planning Corp
3,216$1.8M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Florin Court Capital LLP
3,200$1.8M1.9%ETFVery LowLondon, United Kingdom2026-11-02
Ironwood Financial, llc
3,175$1.8M0.3%ETFLowTucson, AZ2026-10-20
Ellis Investment Partners, LLC
3,154$1.8M0.3%ETFLowBerwyn, PA2026-10-21
SAX Wealth Advisors, LLC
3,154$1.8M0.1%ETFVery LowParsippany, NJ2026-10-13
IPG Investment Advisors LLC
3,145$1.8M0.3%CoreMediumSan Diego, CA2026-10-30
Bright Financial Advisors, Inc.
3,094$1.8M0.7%ETFVery LowPortage, MI2026-10-23
Independence Bank of Kentucky
3,082$1.8M0.2%GrowthLowOwensboro, KY2026-10-26
Prairie Advisory, LLC
3,054$1.7M0.2%ETFN/ALeawood, KS2026-10-19
NLB Skladi, upravljanje premozenja, d.o.o.
3,053$1.7M0.1%GrowthLowLjubljana, Andorra2026-10-22
Tempo Wealth, LLC
3,024$1.7M0.2%Agg GrowthLowIndependence, OH2026-10-14
Schear Investment Advisers, LLC
3,024$1.7M0.2%Agg GrowthMediumCincinnati, OH2026-10-14
GSG Advisors LLC
3,003$1.7M0.4%ETFVery LowMount Laurel, NJ2026-11-03
Obermeyer Wealth Partners
2,979$1.7M0.1%GrowthLowAspen, CO2026-10-21
Beacon Financial Advisory LLC
2,976$1.7M0.3%ETFLowCleveland, OH2026-10-16
Westside Investment Management, Inc.
2,973$1.7M0.2%GrowthLowSanta Monica, CA2026-11-02
Apollon Financial, LLC
2,953$1.7M0.2%ETFVery LowMount Pleasant, SC2026-10-23
Principle Wealth Partners LLC
2,945$1.7M0.1%CoreVery LowMadison, CT2026-11-02
Capital CS Group, LLC
2,935$1.7M1.2%YieldMediumIrvine, CA2026-10-29
Ameliora Wealth Management Ltd.
2,933$1.7M0.5%ETFLowZurich, Switzerland2026-10-23
Bank of New York Mellon Corp
2,919$1.7M0.0%CoreLowNew York, NY2026-11-05
ATX Financial Planning, LLC
2,914$1.7M1.1%ETFHighAustin, TX2026-10-14
Integrity Alliance, Llc.
2,901$1.6M0.1%ETFMediumUrbandale, IA2026-10-29
VestGen Advisors, LLC
2,901$1.6M0.1%GrowthMediumChicago, IL2026-10-27
International Assets Investment Management, LLC
2,887$1.7M0.1%CoreVery HighOrlando, FL2026-11-02
HB Wealth Management, LLC
2,839$1.6M0.0%IndexVery LowAtlanta, GA2026-10-23
Ignite Planners, LLC
2,796$1.6M0.2%CoreLowSan Clemente, CA2026-10-14
Signature Equity Partners, LLC
2,754$1.6M0.5%GrowthMediumColumbus, OH2026-10-29
Choreo, LLC
2,743$1.6M0.0%IndexLowRockford, IL2026-10-28
Axxcess Wealth Management, LLC
2,710$1.5M0.1%CoreLowCarlsbad, CA2026-10-21
Fortitude Advisory Group L.L.C.
2,679$1.5M0.6%GrowthMediumGig Harbor, WA2026-10-15
Apella Capital, LLC
2,626$1.5M0.0%ETFVery LowWest Hartford, CT2026-10-08
Pines Wealth Management, LLC
2,624$1.5M0.4%GrowthLowSouthern Pines, NC2026-10-21
Fairvoy Private Wealth, LLC
2,613$1.5M0.3%GrowthMediumBirmingham, AL2026-10-19
Bauman Advisory Group, LLC
2,589$1.5M0.7%ETFMediumLas Vegas, NV2026-10-29
Fortune Financial Group, Inc.
2,531$1.4M1.3%ETFHighNaples, FL2026-10-22
Blue Bell Private Wealth Management, LLC
2,524$1.4M0.2%YieldVery LowBlue Bell, PA2026-10-29
National Wealth Management Group, LLC
2,513$1.4M0.4%ETFMediumCincinnati, OH2026-10-26
Lynx Investment Advisory
2,486$1.4M0.5%ETFLowWashington, Dc, DC2026-10-27
Triad Wealth Partners, LLC
2,475$1.4M0.1%ETFMediumLawrence, KS2026-10-26
Trust Co of Oklahoma
2,462$1.4M0.4%MomentumLowTulsa, OK2026-10-15
SeaCrest Wealth Management, LLC
2,451$1.4M0.2%GrowthLowPurchase, NY2026-10-21
Retirement Planning Group, LLC
2,444$1.4M0.0%ETFVery LowLeawood, KS2026-10-19
Patriot Financial Group Insurance Agency, LLC
2,421$1.4M0.1%GrowthLowWalpole, MA2026-10-14
White Lighthouse Investment Management Inc.
2,414$1.4M0.2%ETFVery LowBedford, MA2026-10-21
Cambiar Investors LLC
2,376$1.4M0.1%ValueMediumDenver, CO2026-11-04
AlphaCore Capital LLC
2,359$1.3M0.0%ETFLowLa Jolla, CA2026-11-04
Global Assets Advisory, LLC
2,357$1.4M0.3%GrowthHighOrlando, FL2026-10-28
Equitable Trust Co
2,352$1.3M0.1%CoreLowNashville, TN2026-10-13
Brooklyn FI, LLC
2,301$329.0K0.1%ETFVery LowNew York, NY2026-11-05
Acorn Wealth Advisors, LLC
2,300$1.3M0.3%ETFLowGrand Blanc, MI2026-10-19
Lodestar Private Asset Management LLC
2,286$1.3M0.1%ETFLowAlamo, CA2026-10-26
Selective Wealth Management, Inc.
2,265$1.2M0.3%ETFLowForest, VA2026-10-16
Pathway Financial Advisers, LLC
2,258$1.3M0.3%CoreLowAuburn, IN2026-10-27
Aspiriant, LLC
2,254$1.3M0.0%ETFVery LowLos Angeles, CA2026-10-16
New England Private Wealth Advisors LLC
2,215$1.3M0.1%ETFVery LowWellesley, MA2026-10-19
Beaumont Financial Advisors, LLC
2,208$1.3M0.1%GrowthMediumNeedham, MA2026-10-22
Accurate Wealth Management, LLC
2,205$1.2M0.1%CoreMediumWesley Chapel, FL2026-10-20
Banque Pictet & CIE SA
2,200$1.3M0.0%CoreMediumGeneva 73, Switzerland2026-10-16
Aafmaa Wealth Management & Trust LLC
2,188$1.2M0.4%ETFMediumFayetteville, NC2026-10-14
Patriot Investment Management Group, Inc.
2,180$1.2M0.1%ETFVery LowKnoxville, TN2026-10-15
Harbor Asset Planning, Inc.
2,171$1.2M0.9%ETFVery LowBelmont, MA2026-10-23
Congress Asset Management Co
2,133$1.2M0.0%GrowthMediumBoston, MA2026-10-06
Wealth Management Partners, LLC
2,105$1.2M0.3%Agg GrowthLowTucson, AZ2026-10-21
Eagle Strategies LLC
2,073$1.2M0.1%ETFLowNew York, NY2026-10-16
Roman Butler Fullerton & Co
2,011$1.0M0.2%GrowthMediumSt Louis, MO2026-10-27
111 Capital
2,008$1.1M0.2%CoreVery HighParis, India2026-11-03
StoryOne LLC
2,001$1.1M0.5%ETFVery HighOverland Park, KS2026-10-13
StoryOne LLC
2,001$1.1M0.5%ETFVery HighOverland Park, KS2026-10-13
EverSource Wealth Advisors, LLC
1,996$1.1M0.0%CoreMediumBirmingham, AL2026-11-04
Global View Capital Management LLC
1,984$1.1M0.3%ETFHighWaukesha, WI2026-10-28
First Growth Capital LLC
1,966$1.1M0.9%GrowthLowPikesville, MD2026-10-15
RDA Financial Network
1,956$1.1M0.2%GrowthMediumAkron, IA2026-10-15
Centerpoint Advisory Group
1,952$1.1M0.7%ETFLowOverland Park, KS2026-10-23
Annex Advisory Services, LLC
1,946$1.1M0.0%GrowthHighBrookfield, WI2026-10-16
First Horizon Corp
1,861$1.1M0.0%CoreLowMemphis, TN2026-10-26
Cypress Wealth Services, LLC
1,847$1.1M0.1%ETFLowPalm Desert, CA2026-10-21
Grimes & Co Wealth Management, LLC
1,833$1.0M0.0%CoreLowWestborough, MA2026-10-29
Schuylkill Financial LLC
1,827$1.0M1.0%ETFN/AWyomissing, PA2026-10-21
Pioneer Family Office, LLC
1,815$1.0M0.5%ETFMediumNorth Miami Beach, FL2026-10-30
NWF Advisory Services Inc.
1,781$1.0M0.1%GARPLowLos Angeles, CA2026-10-19
Merrion Investment Management Co, LLC
1,750$995.1K0.5%MomentumLowCranford, NJ2026-10-16
WBH Advisory Inc
1,743$991.2K0.1%ETFLowBaltimore, MD2026-11-05
D.A. Davidson & Co.
1,741$990.1K0.0%CoreLowGreat Falls, MT2026-10-28
StoneCrest Wealth Management, Inc.
1,725$980.9K0.3%ETFMediumChandler, AZ2026-11-03
Oak Barrel Wealth Advisory LLC
1,722$979.1K0.4%ETFN/AReston, VA2026-11-05
HCR Wealth Advisors
1,710$972.4K0.1%GrowthLowLos Angeles, CA2026-10-15
KFG Wealth Management, LLC
1,691$961.8K0.1%ETFMediumGranger, IN2026-10-16
Urban Wealth Management, LLC
1,635$929.7K0.8%GrowthMediumLakewood, CA2026-10-21
Almanack Investment Partners, Llc.
1,624$923.2K0.1%ETFMediumNewtown Square, PA2026-11-03
Winthrop Advisory Group LLC
1,576$896.2K0.1%ETFVery LowBoston, MA2026-10-22
PTM Wealth Management, LLC
1,575$928.3K0.4%ETFLowNorth Wales, PA2026-10-23
Marshall & Sterling Wealth Advisors Inc.
1,568$891.7K0.5%ETFMediumPoughkeepsie, NY2026-10-28
Buttonwood Financial Advisors Inc.
1,540$875.7K0.3%GARPLowBaltimore, MD2026-10-13
Cornerstone Wealth Management, LLC
1,540$875.7K0.0%ETFVery LowSt. Peters, MO2026-11-04
Grantvest Financial Group LLC
1,540$875.8K0.5%ETFLowMatawan, NJ2026-10-21
Larson Financial Group LLC
1,539$875.0K0.0%GrowthLowSt Louis, MO2026-11-05
Charter Capital Management, Llc\de
1,537$874.2K0.4%ETFVery LowBrookfield, WI2026-10-28
Rinkey Investments
1,518$863.2K0.2%ETFLowSan Diego, CA2026-10-28
Wealthstar Advisors, LLC
1,509$857.9K0.2%ETFMediumPlano, TX2026-10-19
Mullooly Asset Management, Inc.
1,503$854.5K0.3%ETFVery LowWall Township, NJ2026-10-30
Fragasso Financial Advisors Inc
1,502$840.3K0.0%ETFLowSewickley, PA2026-10-13
Key Client Fiduciary Advisors, LLC
1,499$852.2K0.2%ValueMediumFairfield, NJ2026-10-19
OpenArc Corporate Advisory, LLC
1,494$849.5K0.0%GrowthLowAtlanta, GA2026-10-21
HBW Advisory Services LLC
1,485$844.5K0.1%ETFMediumSimi Valley, CA2026-10-15
Madrona Financial Services, LLC
1,475$838.9K0.1%ETFLowEverett, WA2026-10-23
GoalVest Advisory LLC
1,473$837.6K0.1%ETFMediumNew York, NY2026-10-02
Ballast Financial Advisors LLC
1,428$811.9K0.8%ETFVery LowWest Chester, PA2026-10-26
CoreCap Advisors, LLC
1,410$802.2K0.0%ETFMediumSouthfield, MI2026-10-08
Summa Corp.
1,404$798.4K0.2%Agg GrowthLowThe Woodlands, TX2026-10-30
Gerber, LLC
1,386$788.3K0.4%ETFLowColumbus, OH2026-10-21
Howard Financial Services, Ltd.
1,352$769.0K0.1%ETFLowDallas, TX2026-10-15
Willner & Heller, LLC
1,348$766.7K0.5%GrowthLowEncino, CA2026-10-28
Andina Capital Management, LLC
1,335$759.1K1.1%ETFMediumLogan, UT2026-10-21
Soltis Investment Advisors LLC
1,331$757.0K0.0%CoreMediumSt. George, UT2026-10-28
PKS Advisory Services, LLC
1,324$848.0K0.1%ETFMediumAlbany, NY2026-10-26
Connecticut Wealth Management, LLC
1,313$746.6K0.0%ETFLowFarmington, CT2026-10-13
American Institute for Advanced Investment Management, LLP
1,300$739.2K0.4%ETFLowScottsdale, AZ2026-11-03
Kachkovsky & Fisher, Inc.
1,298$737.9K0.7%ETFN/ASan Diego, CA2026-10-21
Davis Investment Partners, LLC
1,296$736.8K0.2%ETFLowCharlotte, NC2026-11-05
Trust Point Inc.
1,296$737.0K0.1%CoreMediumLa Crosse, WI2026-10-27
Investment Management Trust, LLC
1,286$731.3K0.6%GrowthN/AFitchburg, MA2026-11-05
Carrera Capital Advisors
1,279$727.0K0.1%ETFMediumTroy, MI2026-11-03
Busey Bank
1,272$723.3K0.0%GrowthVery LowUrbana, IL2026-10-26
North Star Investment Management Corp.
1,269$721.6K0.0%CoreLowChicago, IL2026-10-27
Citizens Financial Group Inc
1,256$714.3K0.0%GrowthLowProvidence, RI2026-10-23
Creative Financial Designs Inc
1,248$709.9K0.0%ETFMediumKokomo, IN2026-11-04
Saxon Interests, Inc.
1,237$703.5K0.2%ETFMediumHouston, TX2026-10-26
Ferguson Wellman Capital Management, Inc
1,234$701.7K0.0%CoreLowPortland, OR2026-10-05
Private Trust Co NA
1,231$700.1K0.1%CoreLowCleveland, OH2026-10-20
Basso Capital Management, L.P.
1,229$698.8K0.2%ETFMediumStamford, CT2026-10-30
Fiduciary Financial Group, LLC
1,221$694.2K0.1%ETFLowSan Rafael, CA2026-10-13
Syntegra Private Wealth Group, LLC
1,219$693.2K0.1%ETFLowChesterfield, MO2026-10-13
Milestone Asset Management Group, LLC
1,216$691.2K0.3%ETFVery LowAvon, CT2026-10-20
Essential Investment Partners LLC
1,200$682.4K0.5%GrowthLowEnglewood, CO2026-10-27
HUB Investment Partners, LLC
1,197$680.5K0.0%GrowthLowAustin, TX2026-11-03
Quadrant Private Wealth Management, LLC
1,186$674.4K0.1%GrowthLowCenter Valley, PA2026-11-04
McKinley Carter Wealth Services, Inc.
1,185$674.1K0.0%ETFMediumWheeling, WV2026-10-16
Riverbend Wealth Management, LLC
1,174$667.6K0.3%GrowthLowMyrtle Beach, SC2026-10-15
Rosenberg Matthew Hamilton
1,163$661.3K0.1%ETFVery LowGrand Junction, CO2026-10-05
Madrid Wealth Management, LLC
1,156$657.3K0.4%ETFLowAlbuquerque, NM2026-10-23
Cornerstone Planning, LLC
1,152$737.1K0.2%CoreMediumCharlotte, NC2026-10-27
Hazlett, Burt & Watson, Inc.
1,150$651.0K0.4%CoreVery LowWheeling, WV2026-11-04
Signature Estate & Investment Advisors LLC
1,147$652.3K0.0%ETFMediumLos Angeles, CA2026-10-13
Regions Financial Corp
1,121$637.4K0.0%CoreLowBirmingham, AL2026-11-05
Asset One Wealth Management LLC
1,101$626.1K0.1%GrowthLowBellevue, WA2026-11-02
World Equity Group, Inc.
1,099$624.9K0.3%GrowthMediumSchaumburg, IL2026-10-14
New York Life Investment Management LLC
1,096$623.2K0.0%GrowthLowNew York, NY2026-11-04
Accredited Investors Inc.
1,085$616.9K0.0%ETFLowEdina, MN2026-11-03
Essex Bank
1,074$610.7K0.1%CoreLowEssex, CT2026-10-16
Procyon Advisors, LLC
1,065$605.3K0.0%CoreVery LowShelton, CT2026-10-21
TruNorth Capital Management, LLC
1,044$593.7K0.1%ETFLowKalamazoo, MI2026-10-14
Kathmere Capital Management, LLC
1,022$581.2K0.0%ETFLowWayne, PA2026-10-20
Regatta Capital Group, LLC
1,018$578.4K0.1%ETFLowEl Segundo, CA2026-10-23
Patten & Patten Inc
1,011$574.9K0.0%CoreLowChattanooga, TN2026-10-26
Comprehensive Financial Consultants Institutional, Inc.
1,003$570.3K0.2%CoreMediumBloomington, IN2026-10-15
Southern Capital Advisors, LLC
1,001$569.4K0.2%ETFLowJackson, TN2026-10-26
Cache Advisors, LLC
1,000$568.6K0.0%Agg GrowthLowSan Francisco, CA2026-10-16
Chicago Capital, LLC
999$568.1K0.0%GrowthLowChicago, IL2026-10-13
St. Louis Financial Planners Asset Management, LLC
994$495.8K0.2%GrowthVery HighChesterfield, MO2026-10-16
Clear Creek Financial Management, LLC
991$563.5K0.0%ETFMediumSilverdale, WA2026-10-28
Flagship Harbor Advisors, LLC
990$563.2K0.0%ETFMediumBoston, MA2026-10-26
BIP Wealth, LLC
988$561.7K0.0%ETFMediumAtlanta, GA2026-10-22
Signal Advisors Wealth, LLC
987$561.1K0.0%ETFLowDetroit, MI2026-10-13
Matauro, LLC
983$559.1K0.1%ETFLowNew York, NY2026-11-03
Sculati Wealth Management, LLC
983$535.6K0.2%CoreLowBloomfield Hills, MI2026-10-19
Wedmont Private Capital
982$553.3K0.0%IndexVery LowWest Chester, PA2026-10-09
FSM Wealth Advisors, LLC
982$553.3K0.1%ETFLowCleveland, OH2026-10-27
Modera Wealth Management, LLC
979$556.7K0.0%ETFVery LowWestwood, NJ2026-10-28
Triton Wealth Management, Pllc
975$455.7K0.1%ETFMediumSun City, AZ2026-11-04
Balboa Wealth Partners
960$545.6K0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
Dale Q Rice Investment Management Ltd
959$545.3K0.3%ETFVery LowVancouver, WA2026-10-09
Flagship Wealth Advisors, LLC
954$542.5K0.1%ETFLowWakefield, MA2026-11-03
Facet Wealth, Inc.
950$540.2K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
JB Capital LLC
945$537.2K0.0%ETFMediumWethersfield, CT2026-10-19
Well Done, LLC
942$535.7K0.1%ETFLowHolland, MI2026-10-20
Sweeney & Michel, LLC
933$530.3K0.1%ETFVery LowChico, CA2026-10-16
New Wave Wealth Advisors LLC
925$503.1K0.1%CoreMediumSpringdale, AR2026-10-19
Acropolis Investment Management, LLC
923$524.9K0.0%ETFLowSt. Louis, MO2026-10-08
Blue Trust, Inc.
915$520.0K0.0%ETFLowBrentwood, TN2026-10-15
Sage Mountain Advisors LLC
913$519.3K0.0%ETFLowAtlanta, GA2026-11-02
Capital Investment Advisors, LLC
910$517.6K0.0%CoreLowAtlanta, GA2026-10-22
Virtue Capital Management, LLC
906$515.2K0.1%GrowthHighBrentwood, TN2026-10-29
Chung Wu Investment Group, LLC
900$511.8K0.4%GrowthMediumSugar Land, TX2026-11-03
Philadelphia Trust Co
899$511.0K0.1%GrowthLowPhiladelphia, PA2026-11-05
Grant Private Wealth Management Inc
893$507.8K0.2%GrowthMediumPleasanton, CA2026-10-19
Bigelow Investment Advisors, LLC
886$503.8K0.2%ETFLowPortland, ME2026-10-13
Physician Wealth Advisors, Inc.
882$501.5K0.1%ETFMediumMidvale, UT2026-10-20
Glenview Trust Co
881$501.0K0.0%GrowthVery LowLouisville, KY2026-10-28
Heartwood Wealth Advisors LLC
866$492.4K0.0%ETFLowRichmond, VA2026-10-05
Valen Private Capital, LLC
864$491.4K0.2%ETFN/APaoli, PA2026-10-23
Certified Advisory Corp
861$489.8K0.0%ETFLowAltamonte Springs, FL2026-10-29
First Interstate Bank
837$476.0K0.0%ETFLowBillings, MT2026-10-23
XML Financial, LLC
834$474.0K0.0%ETFLowBethesda, MD2026-10-29
Sigma Investment Counselors Inc
833$473.6K0.0%ETFLowNorthville, MI2026-10-27
GK Wealth Management LLC
833$473.4K0.3%GARPVery HighReno, NV2026-10-09
Outlook Wealth Advisors, LLC
828$470.8K0.1%ETFMediumShenandoah, TX2026-10-28
KTF Investments, LLC
824$468.6K0.1%GrowthLowSeal Beach, CA2026-10-23
First Financial Group Corp
817$464.8K0.4%ETFLowRaleigh, NC2026-10-22
Warren Street Wealth Advisors, LLC
814$462.7K0.1%ETFMediumIrvine, CA2026-11-04
Oxler Private Wealth LLC
807$459.2K0.1%GrowthVery LowRye Brook, NY2026-10-21
MPS Loria Financial Planners, LLC
806$458.6K0.1%ETFVery LowBurr Ridge, IL2026-10-14
Secure Asset Management, LLC
805$457.8K0.1%GrowthMediumTroy, MI2026-10-19
BCS Wealth Management
801$455.7K0.1%ETFVery LowJohnson City, TN2026-11-03
Waldron Private Wealth LLC
801$455.5K0.0%ETFVery LowBridgeville, PA2026-11-02
Fiduciary Alliance LLC
798$453.8K0.0%CoreMediumGreenville, SC2026-10-13
Inscription Capital, LLC
795$452.1K0.0%GARPMediumHouston, TX2026-11-02
MSH Capital Advisors LLC
792$450.3K0.1%CoreLowScottsdale, AZ2026-11-03
Goelzer Investment Management, Inc.
780$443.5K0.0%GrowthLowCarmel, IN2026-10-16
Davenport & Co LLC
778$442.2K0.0%CoreMediumRichmond, VA2026-10-14
Hyposwiss Advisors SA
774$440.1K0.4%ETFLowGeneva, Switzerland2026-10-26
Strategic Planning Group, LLC
772$439.3K0.0%GrowthMediumBountiful, UT2026-10-22
Titleist Asset Management, LLC
769$437.4K0.0%ETFLowSan Antonio, TX2026-10-08
Interchange Capital Partners, LLC
764$434.4K0.1%GrowthLowPittsburgh, PA2026-10-28
Kingdom Financial Group Llc.
761$432.7K0.1%ETFMediumPeoria, AZ2026-11-04
Stewardship Concepts Financial Services LLC
760$432.4K0.3%ETFLowSpokane, WA2026-10-06
Focus Wealth Advisors, LLC
753$428.2K0.2%ETFLowHouston, TX2026-10-14
Wilkins Investment Counsel Inc
750$426.5K0.1%ValueLowBoston, MA2026-11-03
Commerce Advisors, LLC
750$426.5K0.2%ETFLowMemphis, TN2026-10-19
Kelly Financial Services LLC
748$425.4K0.1%ETFMediumBraintree, MA2026-10-20
Integrated Advisors Network LLC
748$425.3K0.0%GrowthMediumDallas, TX2026-10-20
Sagespring Wealth Partners, LLC
742$421.8K0.0%ETFLowFranklin, TN2026-10-22
Williams Jones Wealth Management, Llc.
738$419.7K0.0%GrowthLowNew York, NY2026-11-05
Accelerate Investment Advisors LLC
727$413.6K0.2%ETFLowAliso Viejo, CA2026-11-02
Cresta Advisors, Ltd.
726$412.8K0.2%ETFVery LowLaredo, TX2026-10-14
Clarus Group, Inc.
725$412.3K0.1%ETFLowHouston, TX2026-10-21
Elevate Wealth Advisory, Inc
723$411.4K0.2%ETFVery LowAthens, GA2026-10-29
Nova Financial LLC
706$401.5K0.2%N/AN/ATucson, AZ2026-11-04
Huntleigh Advisors, Inc.
699$397.2K0.1%GrowthMediumSt. Louis, MO2026-11-03
SeaBridge Investment Advisors LLC
695$395.2K0.1%GrowthMediumSummit, NJ2026-11-02
Leuthold Group, LLC
693$394.1K0.0%ValueMediumMinneapolis, MN2026-11-04
Appalachian Capital Management Ltd
689$392.0K0.3%ETFVery LowSt Clairsville, OH2026-10-14
Journey Advisory Group, LLC
675$383.8K0.0%CoreMediumCovington, KY2026-11-04
Detalus Advisors, LLC
671$381.7K0.1%ETFLowSt. Louis, MO2026-10-15
Vista Finance, LLC
670$381.0K0.2%ETFLowSt. Louis, MO2026-10-23
Tritonpoint Wealth, LLC
670$381.0K0.0%CoreLowChevy Chase, MD2026-10-19
J.Safra Asset Management Corp
665$378.1K0.0%ETFLowNew York, NY2026-11-03
Private Client Services, LLC
659$374.5K0.1%ETFMediumLouisville, KY2026-10-02
Angeles Wealth Management, LLC
657$373.6K0.0%ETFLowSanta Monica, CA2026-10-26
Oakworth Capital, Inc.
650$369.6K0.0%ETFLowBirmingham, AL2026-10-26
15 Wealth Advisors LLC
647$368.1K0.1%ETFN/AMundelein, IL2026-10-14
James Investment Research, Inc.
647$367.9K0.0%CoreLowAlpha, OH2026-10-22
Tactive Advisors, LLC
644$365.9K0.1%ETFHighJacksonville, FL2026-10-08
Riverchase Wealth Management, LLC
641$364.5K0.2%ETFMediumFlower Mound, TX2026-10-28
Capital Squared Financial LLC
641$364.7K0.2%ETFVery LowRockville, MD2026-10-30
Omega Financial Group, LLC
638$362.9K0.1%ETFVery LowSanta Barbara, CA2026-10-29
Breakwater Capital Group
632$359.3K0.0%ETFLowParamus, NJ2026-10-09
Gill Capital Partners, LLC
631$359.0K0.1%ETFLowDenver, CO2026-10-13
HF Advisory Group, LLC
630$358.5K0.1%ValueLowAnnapolis, MD2026-10-09
Cornerstone Wealth Group, LLC
628$357.2K0.0%CoreMediumHuntersville, NC2026-11-02
Fairfield Financial Advisors, LTD
627$356.8K0.1%GrowthLowWellesley, MA2026-10-14
Sepio Capital, LP
625$355.4K0.0%ETFLowSalt Lake City, UT2026-10-22
Friedenthal Financial
620$352.6K0.2%ETFHighMarlton, NJ2026-10-27
Venture Visionary Partners LLC
616$350.3K0.0%CoreLowSylvania, OH2026-10-07
Crosspoint Financial, LLC
610$346.9K0.7%ValueMediumTustin, CA2026-11-03
Cornell Pochily Investment Advisors, Inc.
602$342.6K0.1%CoreLowIthaca, NY2026-10-19
Archer Investment Corp
601$341.9K0.1%CoreMediumCarmel, IN2026-11-05
Unique Wealth, LLC
601$341.8K0.0%ETFMediumTampa, FL2026-10-16
Values Added Financial LLC
600$341.2K0.1%ETFLowWashington, DC2026-10-28
Firethorn Wealth Partners, LLC
600$341.2K0.1%ETFLowAugusta, GA2026-10-14
Core Wealth Partners LLC
600$341.2K0.1%GrowthLowSanta Rosa, CA2026-11-02
Woodley Farra Manion Portfolio Management Inc
599$340.6K0.0%ValueMediumIndianapolis, IN2026-11-05
Pinion Investment Advisors, LLC
595$338.3K0.1%ETFLowWichita, KS2026-11-04
Blackston Financial Advisory Group, LLC
595$338.4K0.2%ETFLowThe Villages, FL2026-11-04
Strategic Family Wealth Counselors, L.L.C.
594$337.9K0.1%ETFVery LowFairfield, NJ2026-10-29
Signaturefd, LLC
592$336.6K0.0%IndexLowAtlanta, GA2026-10-23
Box Hill Private Wealth LLC
592$336.8K0.2%ETFLowScottsdale, AZ2026-10-05
BCO Wealth Management LLC
588$334.4K0.2%ETFLowCarlsbad, NM2026-10-14
Seros Financial, LLC
585$332.7K0.2%ETFMediumGilbert, AZ2026-10-21
Tandem Capital Management Corp
579$329.2K0.1%CoreLowWoodcliff Lake, NJ2026-10-22
Revisor Wealth Management LLC
577$306.6K0.1%CoreLowAkron, OH2026-10-20
Accel Wealth Management
567$322.4K0.1%ETFLowWaverly, IA2026-10-13
Perigon Wealth Management, LLC
567$322.3K0.0%GrowthLowSan Francisco, CA2026-10-22
Affinity Capital Advisors, LLC
564$315.5K0.0%ETFLowBerkeley, CA2026-10-13
Tucker Asset Management LLC
562$319.6K0.1%ETFMediumLittleton, CO2026-10-29
Penobscot Wealth Management
560$318.7K0.1%ETFVery LowPortland, ME2026-10-21
Avantax Planning Partners, Inc.
559$317.8K0.0%ETFLowDubuque, IA2026-11-03
Sentry LLC
555$315.6K0.1%ValueVery LowMemphis, TN2026-10-30
Arch Global Advisors, LLC
549$312.2K0.1%ETFLowNew York, NY2026-10-23
Crusonia Wealth Advisors LLC
549$312.3K0.0%ETFVery LowDenver, CO2026-10-26
Atlas Private Wealth Advisors
545$309.7K0.1%ETFLowRed Bank, NJ2026-10-23
Trust Co of the South
543$308.8K0.0%ETFLowGreensboro, NC2026-10-21
Sacks & Associates, LLC
538$305.9K0.2%ETFLowWarren, NJ2026-10-09
Avidian Wealth Enterprises, LLC
537$305.1K0.0%ETFLowHouston, TX2026-10-08
Essex LLC
521$296.3K0.0%ETFLowDeer Park, IL2026-10-14
Signature Resources Capital Management, LLC
521$296.1K0.1%ETFLowNewport Beach, CA2026-10-16
Parsons Capital Management Inc
520$295.7K0.0%CoreLowProvidence, RI2026-10-28
M Holdings Securities, Inc.
517$2360.0%ETFHighPortland, OR2026-11-03
Fifth Third Securities, Inc.
512$291.1K0.0%ETFLowCincinnati, OH2026-10-21
Walser Wealth Management Company, A Ltd Liability Co
500$284.2K0.1%GrowthHighTampa, FL2026-10-15
Eastern Bank
498$283.2K0.0%GrowthMediumBoston, MA2026-10-05
Mascagni Wealth Management, Inc.
497$282.6K0.2%ETFLowClinton, MS2026-10-23
My Personal CFO, LLC
489$278.1K0.1%ETFHighVancouver, WA2026-10-14
Summit Financial Strategies, Inc.
489$278.1K0.0%ETFLowColumbus, OH2026-10-14
Founders Financial Securities LLC
486$276.5K0.0%ETFMediumTowson, MD2026-10-28
Armstrong Advisory Group, Inc
485$276.0K0.0%ETFHighNeedham, MA2026-10-09
Michels Family Financial, LLC
484$275.4K0.2%ETFLowFort Worth, TX2026-11-02
CWA Asset Management Group, LLC
480$273.2K0.0%CoreMediumNaples, FL2026-10-19
Nestegg Advisors, Inc.
476$270.8K0.2%ETFLowHauppauge, NY2026-10-21
Optivise Advisory Services LLC
474$269.5K0.1%ETFMediumFranklin, TN2026-10-19
YHB Investment Advisors, Inc.
469$266.7K0.0%GrowthLowWest Hartford, CT2026-10-08
Polaris Investment Advisors, LLC
465$264.4K0.2%ETFMediumFramingham, MA2026-10-20
Princeton Capital Management LLC
465$264.6K0.1%Agg GrowthLowRed Bank, NJ2026-10-27
Nfsg Corp
460$261.3K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Terra Nova Asset Management LLC
458$260.7K0.2%MomentumMediumNew York, NY2026-10-13
Grove Bank & Trust
456$259.3K0.0%ETFLowMiami, FL2026-10-08
First Citizens Bank & Trust Co
455$258.7K0.0%CoreMediumRaleigh, NC2026-10-14
Instrumental Wealth, LLC
453$257.4K0.1%ETFLowTampa, FL2026-10-20
CMG Global Holdings, LLC
452$257.2K0.1%MomentumLowPlano, TX2026-10-14
Tcfg Investment Advisors, LLC
450$255.9K0.1%GrowthMediumLaguna Niguel, CA2026-10-20
Blodgett Wealth Advisors, LLC
450$255.9K0.2%GrowthVery LowConcord, CA2026-10-23
Trust Co of Toledo NA
450$255.9K0.0%GrowthVery LowHolland, OH2026-10-16
Mechanics Bank Trust Department
450$255.9K0.0%CoreLowWalnut Creek, CA2026-10-13
AMG National Trust Bank
443$252.1K0.0%ETFLowGreenwood Village, CO2026-11-05
Parkside Financial Bank & Trust
441$250.6K0.0%CoreVery LowSaint Louis, MO2026-10-27
Wisconsin Wealth Advisors, LLC
440$250.0K0.2%ETFLowSun Prairie, WI2026-10-08
Demars Financial Group, LLC
439$249.6K0.1%ETFLowSpokane Valley, WA2026-10-22
Olistico Wealth, LLC
430$244.5K0.1%GrowthVery LowTulsa, OK2026-10-05
Calder Financial LLC
430$244.8K0.2%ETFLowDowningtown, PA2026-10-13
Bluedoor Private Wealth, LLC
429$243.9K0.1%CoreLowBeverly, MA2026-11-05
Pachira Investments Inc.
429$244.2K0.1%ETFLowDana Point, CA2026-10-14
Waystone Advisors LLC
429$274.9K0.2%ETFLowRedmond, WA2026-10-16
Baxter Bros Inc
422$240.0K0.0%CoreLowRiverside, CT2026-11-04
United Advisor Group, LLC
419$238.3K0.0%ETFLowCincinnati, OH2026-11-03
Summit Wealth Group LLC / Co
411$233.7K0.0%ETFHighColorado Springs, CO2026-10-29
Heirloom Wealth Management
410$233.3K0.0%GrowthMediumGreenwood Village, CO2026-10-14
Townsend Financial Planning, LLC
404$229.7K0.2%ETFVery LowMt Sterling, KY2026-11-02
Investment Partners, Ltd.
403$229.3K0.0%ETFVery LowNew Philadelphia, OH2026-10-29
Kieckhefer Group LLC
399$226.9K0.1%Agg GrowthLowMequon, WI2026-10-13
Holland Advisory Services, Inc.
390$221.8K0.2%ETFLowOrmond Beach, FL2026-10-26
Mather Group, Llc.
387$220.1K0.0%ETFMediumChicago, IL2026-10-14
Northern Lights Advisors, Inc.
387$220.1K0.1%ETFVery LowSeattle, WA2026-10-21
Symphony Financial, Ltd. Co.
386$219.4K0.0%GrowthLowHouston, TX2026-10-22
RMR Wealth Builders
386$219.6K0.0%ETFLowMontclair, NJ2026-10-22
CRA Financial Services, LLC
383$217.8K0.0%ETFVery LowNorthfield, NJ2026-10-16
Breachway Investments LLC
379$215.5K0.3%ETFLowCharlestown, RI2026-10-19
Mission Wealth Management, LP
374$212.5K0.0%ETFLowSanta Barbara, CA2026-10-15
Harbor Capital Advisors, Inc.
373$2120.0%ValueHighChicago, IL2026-10-22
MinichMacGregor Wealth Management, LLC
369$210.1K0.0%ETFHighSaratoga Springs, NY2026-10-14
Moneco Advisors, LLC
368$209.3K0.0%ETFLowFairfield, CT2026-11-05
Lanark Financial, Inc.
364$207.0K0.0%CoreMediumBirmingham, AL2026-10-26
Able Wealth Management LLC
363$214.0K0.0%ETFMediumToms River, NJ2026-10-13
Badgley Phelps Wealth Managers, LLC
362$205.8K0.0%GrowthVery LowSeattle, WA2026-10-22
Daymark Wealth Partners, LLC
362$205.9K0.0%CoreLowCincinnati, OH2026-11-04
LWM Advisors Inc
361$205.1K0.2%ETFLowEl Dorado Hills, CA2026-10-08
EdgeRock Capital LLC
360$204.7K0.0%ETFLowDenver, CO2026-11-03
Austin Asset Management Co Inc
358$203.5K0.0%ETFVery LowAustin, TX2026-10-29
Cookson Peirce & Co Inc
358$203.6K0.0%GrowthHighPittsburgh, PA2026-10-30
Bryn Mawr Trust Advisors, LLC
357$203.0K0.0%CoreLowPhiladelphia, PA2026-11-04
Shoker Investment Counsel, Inc.
355$202.5K0.1%CoreVery LowOxford, OH2026-11-04
Trust Co of Vermont
350$199.0K0.0%CoreVery LowBrattleboro, VT2026-10-21
Canton Hathaway, LLC
348$197.9K0.0%ValueLowProvidence, RI2026-10-23
Valley National Advisers Inc
333$189.2K0.0%ETFLowBethlehem, PA2026-10-23
Intesa Sanpaolo Wealth Management
315$179.1K0.0%GrowthMediumLuxembourg, Netherlands2026-10-28
Fortitude Family Office, LLC
306$174.0K0.0%ETFMediumScottsdale, AZ2026-10-14
Vima LLC
304$172.9K0.2%CoreLowTroy, MI2026-10-23
Manchester Capital Management LLC
300$170.6K0.0%CoreLowManchester, VT2026-10-22
Provident Wealth Management, LLC
300$170.6K0.1%ETFVery LowBrentwood, TN2026-10-20
Roxbury Financial LLC
295$167.8K0.1%CoreVery LowMount Arlington, NJ2026-10-01
Compass Financial Management LLC
292$165.8K0.0%CoreN/ATampa, FL2026-10-30
Heritage Family Offices, LLP
291$165.5K0.1%GrowthHighScottsdale, AZ2026-11-02
Wealth Enhancement Trust Services, Inc.
244$138.7K0.0%GrowthMediumSioux Falls, SD2026-10-07
Ascentis Wealth Management, LLC
243$138.2K0.0%Agg GrowthLowDallas, TX2026-11-03
Morling Financial Advisors, LLC
227$129.2K0.0%ETFLowFremont, CA2026-10-28
Pinnacle Wealth Planning Services, Inc.
222$126.2K0.0%GARPLowMansfield, OH2026-10-27
Western Pacific Wealth Management, LP
222$126.2K0.1%GrowthLowLake Forest, IL2026-10-16
Key FInancial Inc
217$123.4K0.0%ETFLowWest Chester, PA2026-11-02
Hamilton Point Investment Advisors, LLC
213$121.1K0.0%CoreLowChapel Hill, NC2026-11-03
EPG Wealth Management LLC
210$119.4K0.0%GrowthLowAtlanta, GA2026-11-03
CX Institutional
195$1110.0%CoreMediumAuburn, IN2026-10-02
Gamma Investing LLC
181$102.9K0.0%IndexVery LowFoster City, CA2026-10-08
Key Capital Management, Inc
180$102.4K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Barnes Dennig Private Wealth Management LLC
169$96.1K0.1%CoreLowCincinnati, OH2026-10-30
FNY Investment Advisers, LLC
167$940.0%GrowthVery HighNew York, NY2026-10-16
Align Financial, LLC
165$93.9K0.0%ETFVery LowHermantown, MN2026-10-16
Fairscale Capital, LLC
163$76.9K0.0%GrowthVery LowNashua, NH2026-11-04
Realta Investment Advisors
162$92.0K0.0%GrowthMediumWilmington, DE2026-10-14
Rossby Financial, LCC
140$79.6K0.0%ETFMediumMelbourne, FL2026-11-05
Downshift Financial, LLC
126$71.7K0.0%ETFLowBoulder, CO2026-10-13
American Capital Advisory, LLC
121$68.8K0.0%ETFLowKetchum, ID2026-10-28
Financial Consulate, Inc
117$66.5K0.0%ETFLowHunt Valley, MD2026-10-23
Harbor Investment Advisory, LLC
117$66.5K0.0%GrowthLowLutherville, MD2026-10-13
Cape Investment Advisory, Inc.
115$65.4K0.0%ETFLowMcdonough, GA2026-10-13
Tsfg, LLC
102$580.0%ETFLowLake Forest, IL2026-10-23
Elevation Wealth Partners, LLC
94$53.7K0.0%ETFLowWalnut Creek, CA2026-10-07
Balance Wealth Partners LLC
87$49.4K0.0%ETFMediumWorthington, OH2026-10-27
Pilgrim Partners Asia Pte Ltd
87$49.5K0.0%ETFMediumSingapore, Turkey2026-10-29
Lynch Investment Planning, LLC
84$47.8K0.0%ETFLowNewtown Square, PA2026-10-27
SYM Financial Corp
83$47.3K0.0%ETFVery LowWinona Lake, IN2026-10-26
Cedar Mountain Advisors, LLC
80$45.5K0.0%ETFVery LowLake Oswego, OR2026-10-15
Go Invest LLC
79$44.8K0.0%ETFN/AWest Jordan, UT2026-10-09
Markowski Investments
77$43.8K0.0%ETFN/ATampa, FL2026-10-30
Tradewinds Capital Management, LLC
76$43.2K0.0%ETFVery HighBellingham, WA2026-10-23
Evolution Wealth Management Inc.
76$43.4K0.0%ETFMediumFort Myers, FL2026-10-28
Morton Brown Family Wealth, LLC
75$42.6K0.0%ETFVery LowAllentown, PA2026-10-23
First Premier Bank
75$430.0%CoreVery LowSioux Falls, SD2026-10-13
Caldwell Trust Co
75$42.6K0.0%GrowthLowVenice, FL2026-10-30
Asset Dedication, LLC
65$37.0K0.0%ETFLowSan Francisco, CA2026-11-03
Highline Wealth Partners LLC
65$37.0K0.0%ETFMediumSherman Oaks, CA2026-10-19
Birchwood Financial Partners, Inc.
50$28.5K0.0%ETFVery LowBloomington, MN2026-11-02
William Mack & Associates, Inc.
48$27.3K0.0%ETFLowTroy, MI2026-10-27
DeDora Capital, Inc.
47$26.7K0.0%ETFVery LowNapa, CA2026-10-26
Ashurst Perkins Coie Trust Co
46$26.2K0.0%CoreVery LowSeattle, WA2026-10-15
Triumph Capital Management
45$25.6K0.0%ETFMediumDenver, CO2026-10-14
Mcdonald Partners LLC
44$25.0K0.0%CoreLowCleveland, OH2026-11-03
Abound Wealth Management
43$24.5K0.0%ETFVery LowFranklin, TN2026-10-26
SJS Investment Consulting Inc.
43$24.2K0.0%ETFVery LowSylvania, OH2026-10-26
Nemes Rush Group LLC
42$23.9K0.0%CoreVery LowNovi, MI2026-11-04
Bangor Savings Bank
33$18.8K0.0%ETFLowBangor, ME2026-10-06
Edgemoor Investment Advisors, Inc.
30$17.1K0.0%CoreVery LowBethesda, MD2026-11-03
Silver Grove Financial Group, Inc.
30$17.1K0.0%CoreMediumOrchard Park, NY2026-11-05
Princeton Global Asset Management LLC
30$17.1K0.0%GrowthLowPrinceton, NJ2026-10-21
Midwest Capital Advisors, LLC
30$17.1K0.0%ETFHighGrand Rapids, MI2026-11-04
Gen-Wealth Partners Inc
30$17.3K0.0%CoreLowZeeland, MI2026-11-04
Central Pacific Bank - Trust Division
29$16.5K0.0%CoreMediumHonolulu, HI2026-10-06
Capital Advisors, Ltd. LLC
26$150.0%ETFLowShaker Heights, OH2026-10-27
First United Bank & Trust
25$14.2K0.0%CoreLowOakland, MD2026-10-22
Biltmore Family Office, LLC
25$14.2K0.0%GrowthLowCharlotte, NC2026-11-03
Sawyer & Company, Inc
21$11.9K0.0%GrowthLowBoston, MA2026-10-21
Southern Michigan Bank & Trust
21$11.9K0.0%ETFLowColdwater, MI2026-10-19
Farmers & Merchants Investments Inc
19$10.8K0.0%CoreVery LowLincoln, NE2026-10-22
Team Financial Group, LLC
18$10.2K0.0%ETFLowTemecula, CA2026-10-30
Mowery & Schoenfeld Wealth Management, LLC
16$9.3K0.0%GrowthMediumLincolnshire, IL2026-10-28
CrossGen Wealth, LLC
15$8.8K0.0%CoreVery LowGreenville, NC2026-10-30
Monetary Solutions, Ltd
15$8.5K0.0%ETFVery LowDayton, OH2026-10-22
Noble Wealth Management PBC
14$8.0K0.0%YieldMediumGreenwood Village, CO2026-10-01
Goodman Advisory Group, LLC
13$7.4K0.0%GrowthHighNeedham, MA2026-11-02
Creative Capital Management Investments LLC
11$6.3K0.0%ETFLowSan Diego, CA2026-10-28
Wagner Wealth Management, LLC
10$5.7K0.0%ETFLowGreenville, SC2026-10-21
Washington Trust Advisors, Inc.
10$5.8K0.0%GrowthLowWellesley, MA2026-10-22
CKW Financial Group
8$50.0%ETFVery LowHonolulu, HI2026-10-29
Nvwm, LLC
7$4.0K0.0%GrowthMediumYardley, PA2026-10-14
Next Level Wealth Planning, LLC
6$3.4K0.0%ETFVery LowMeridian, ID2026-10-29
Aspect Partners, LLC
4$2.3K0.0%ETFMediumFairfax, VA2026-10-20
Alta Capital Management LLC/
4$2.3K0.0%GrowthMediumSalt Lake City, UT2026-10-26
Farmers & Merchants Trust Co of Chambersburg PA
3$20.0%GARPLowChambersburg, PA2026-10-14
Zega Investments, LLC
2$1.1K0.0%GrowthMediumPalm Beach Gardens, FL2026-11-04
Beacon Investment Advisory Services, Inc.
1$5690.0%GrowthLowMorristown, NJ2026-10-13
Compagnie Lombard Odier SCmA
0$00.0%GrowthMedium1204 Geneva, Switzerland2026-11-04