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Ishares Russell 1000 Value E (IWD)

CUSIP: 464287598 | NYSE | 3746 institutional holders

Quarters

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

Truist Financial Corp2,193,198
0.6% of portfolio›$543.8M
Globalt Investments LLC / GA1,671,977
14.3% of portfolio›$414.5M
Commonwealth Equity Services, LLC1,510,132
0.5% of portfolio›$374.4M
Stairway Partners, LLC1,317,850
15.4% of portfolio›$326.7M
71 West Capital Partners1,309,718
10.6% of portfolio›$324.7M
Citigroup Inc1,297,438
0.1% of portfolio›$321.7M
Oakworth Capital, Inc.877,263
10.2% of portfolio›$217.5M
Waldron Private Wealth LLC837,362
7.2% of portfolio›$207.6M
OpenArc Corporate Advisory, LLC829,092
2.3% of portfolio›$205.6M
Creative Planning500,218
0.1% of portfolio›$124.0M
Wealth Enhancement Advisory Services, LLC498,898
0.2% of portfolio›$125.7M
Cullen T Bankers, Inc.437,948
1.1% of portfolio›$108.6M
Choreo, LLC415,416
1.1% of portfolio›$103.0M
Cassaday & Co Wealth Management LLC400,379
1.8% of portfolio›$99.3M
Marquette Asset Management, LLC396,744
12.8% of portfolio›$98.4M
Stephens Group Asset Management, LLC394,433
5.6% of portfolio›$97.8M
Landaas & Co392,238
16.0% of portfolio›$97.2M
Cedar Mountain Advisors, LLC373,720
15.7% of portfolio›$92.7M
Modera Wealth Management, LLC355,595
0.9% of portfolio›$88.2M
StoneX Group Inc.320,407
2.9% of portfolio›$79.4M
MV Capital Management, Inc.319,882
7.2% of portfolio›$79.3M
Lido Advisors, LLC288,174
0.2% of portfolio›$71.4M
First Business Financial Services, Inc.264,391
5.1% of portfolio›$65.6M
Badgley Phelps Wealth Managers, LLC263,706
1.1% of portfolio›$65.4M
Beirne Wealth Consulting Services, LLC261,067
12.8% of portfolio›$64.7M
HB Wealth Management, LLC250,729
0.3% of portfolio›$62.2M
Paulson Wealth Management Inc.249,451
12.9% of portfolio›$61.8M
Concurrent Investment Advisors, LLC242,556
0.4% of portfolio›$60.1M
Americana Partners, LLC235,927
1.3% of portfolio›$58.5M
Kestra Private Wealth Services, LLC227,808
0.6% of portfolio›$56.5M
Relyea Zuckerberg Hanson LLC205,814
4.2% of portfolio›$51.0M
Mission Wealth Management, LP204,636
0.8% of portfolio›$50.7M
Kestra Advisory Services, LLC202,665
0.1% of portfolio›$50.2M
Wilmington Savings Fund Society, FSB199,975
1.1% of portfolio›$49.6M
Regions Financial Corp169,669
0.3% of portfolio›$42.1M
Corundum Group, Inc.167,207
10.9% of portfolio›$41.5M
CFS Investment Advisory Services, LLC164,174
2.7% of portfolio›$41.3M
Proathlete Wealth Management LLC159,629
8.7% of portfolio›$39.6M
Pacific Sage Partners, LLC158,141
5.1% of portfolio›$39.2M
Midwest Trust Co157,146
0.4% of portfolio›$39.0M
LBJ Family Wealth Advisors, Ltd.155,598
19.7% of portfolio›$38.6K
Ryan Investment Management, Inc.155,226
16.1% of portfolio›$38.5M
Jmac Enterprises LLC144,360
6.0% of portfolio›$35.8M
Claro Advisors Inc.138,385
3.3% of portfolio›$34.3M
Cambridge Investment Research Advisors, Inc.136,106
0.0% of portfolio›$33.7K
RMR Wealth Builders132,129
1.9% of portfolio›$32.8M
Capital Advisors, Ltd. LLC130,006
0.0% of portfolio›$32.2K
FSA Wealth Partners, Inc.129,244
8.7% of portfolio›$32.0M
LWM Advisors Inc125,487
23.5% of portfolio›$31.1M
Keybank National Association124,797
0.1% of portfolio›$30.9M
First Horizon Corp123,900
1.2% of portfolio›$30.7M
CX Institutional122,927
0.8% of portfolio›$30.5K
Summa Corp.119,558
6.0% of portfolio›$29.6M
Bryn Mawr Trust Advisors, LLC119,480
1.3% of portfolio›$29.6M
Nadler Financial Group, Inc.118,340
2.5% of portfolio›$29.3M
Simon Quick Advisors, LLC116,502
1.1% of portfolio›$28.9M
Oppenheimer Asset Management Inc.110,017
0.3% of portfolio›$27.3M
Fulton Bank, N.A.108,465
0.8% of portfolio›$26.9M
Parkside Financial Bank & Trust107,338
1.8% of portfolio›$26.6M
Venture Visionary Partners LLC106,338
0.7% of portfolio›$26.4M
PFW Advisors LLC105,963
7.8% of portfolio›$26.3M
TD Private Client Wealth LLC105,219
0.5% of portfolio›$26.1M
AWM Capital, LLC104,591
1.8% of portfolio›$25.9M
Investment Partners, Ltd.104,438
4.0% of portfolio›$25.9M
PW Nova Financial Services LLC90,543
4.6% of portfolio›$22.4M
Woodard & Co Asset Management Group Inc89,346
3.3% of portfolio›$22.2M
GHP Investment Advisors, Inc.85,510
0.8% of portfolio›$21.2M
Ashton Thomas Private Wealth, LLC83,393
0.4% of portfolio›$20.7M
Noble Family Wealth, LLC81,511
3.6% of portfolio›$20.2M
Nestegg Advisors, Inc.79,648
13.0% of portfolio›$19.7M
Sylvest Advisors, LLC79,486
8.8% of portfolio›$19.7M
Fund Evaluation Group, LLC78,395
0.5% of portfolio›$19.4M
RTD Financial Advisors, Inc.77,821
2.1% of portfolio›$19.3M
VestGen Advisors, LLC77,151
0.6% of portfolio›$19.1M
Ascent Group, LLC74,275
0.6% of portfolio›$18.4M
Apella Capital, LLC72,554
0.2% of portfolio›$18.2M
Summit Wealth Group LLC / Co71,937
1.1% of portfolio›$17.8M
Willis Johnson Wealth, Inc.70,789
1.0% of portfolio›$17.6M
Montag A & Associates Inc70,320
0.7% of portfolio›$17.4M
Ballast, Inc.70,071
3.2% of portfolio›$17.4M
Sonata Capital Group Inc67,541
5.3% of portfolio›$16.7M
Berman McAleer LLC66,933
1.9% of portfolio›$16.6M
West Bancorporation Inc65,306
6.3% of portfolio›$16.2M
First Citizens Bank & Trust Co64,478
0.2% of portfolio›$16.0M
Genesis Private Wealth, LLC62,640
4.4% of portfolio›$15.5M
Breakwater Capital Group60,249
1.8% of portfolio›$14.9M
Avidian Wealth Enterprises, LLC59,702
0.4% of portfolio›$14.8M
Certuity, LLC58,536
0.7% of portfolio›$14.5M
Oppenheimer & Co Inc57,124
0.1% of portfolio›$14.2M
Sagespring Wealth Partners, LLC56,286
0.2% of portfolio›$14.0M
Bokf, NA54,768
0.2% of portfolio›$13.6M
Chicago Partners Investment Group LLC54,561
0.3% of portfolio›$14.0M
Prism Advisors, Inc.53,196
3.4% of portfolio›$13.4M
Wealthcare Advisory Partners LLC53,016
0.2% of portfolio›$13.1M
Krane Financial Solutions LLC52,551
8.2% of portfolio›$13.0M
XML Financial, LLC52,397
0.9% of portfolio›$13.0M
JFS Wealth Advisors, LLC52,229
0.7% of portfolio›$12.9M
Paladin Partners, LLC51,101
7.8% of portfolio›$12.7M
Valeo Financial Advisors, LLC48,937
0.3% of portfolio›$12.1M
Newton One Investments LLC48,535
3.1% of portfolio›$12.0M
Canandaigua National Bank & Trust Co47,708
1.0% of portfolio›$11.8M
FMA Wealth Management, LLC46,933
7.3% of portfolio›$11.6M
Kelsey Financial, LLC46,885
9.3% of portfolio›$11.6M
Montecito Bank & Trust46,442
1.7% of portfolio›$11.5M
Confluence Investment Management LLC46,185
0.2% of portfolio›$11.5M
Equity Investment Corp46,001
0.2% of portfolio›$11.4M
Visionary Wealth Advisors44,371
0.4% of portfolio›$11.0M
OFS Enterprise LLC44,017
2.9% of portfolio›$10.9M
Mather Group, Llc.43,619
0.1% of portfolio›$10.8M
Smith & Howard Wealth Management, LLC43,226
2.0% of portfolio›$10.7M
Blue Trust, Inc.42,753
0.1% of portfolio›$10.6M
Morton Capital Management LLC42,478
1.3% of portfolio›$10.5M
Vestor Capital, LLC41,302
0.5% of portfolio›$7.7K
Park Avenue Securities LLC40,311
0.0% of portfolio›$10.0K
Farther Finance Advisors, LLC40,275
0.1% of portfolio›$10.0M
Arcadia Wealth Management, LLC40,135
3.0% of portfolio›$10.0M
American State Bank (Iowa)40,039
3.9% of portfolio›$9.9M
Parallel Advisors, LLC39,658
0.1% of portfolio›$9.8M
Citizens Financial Group Inc39,445
0.1% of portfolio›$9.8M
Sunburst Financial Group, LLC38,698
1.5% of portfolio›$9.6M
Stegner Investment Associates Inc.38,395
4.4% of portfolio›$9.5M
Independence Asset Advisors, LLC37,250
2.2% of portfolio›$9.2M
Arbor Investment Advisors, LLC37,064
1.0% of portfolio›$9.2M
Aspiriant, LLC36,923
0.2% of portfolio›$9.2M
Signaturefd, LLC36,784
0.1% of portfolio›$9.1M
Segment Wealth Management, LLC36,569
0.5% of portfolio›$9.1M
Veratis Advisors, Inc.36,193
6.8% of portfolio›$9.0M
Davenport & Co LLC36,155
0.0% of portfolio›$9.0M
Sowell Financial Services LLC36,141
0.3% of portfolio›$9.0M
Brighton Jones LLC35,732
0.2% of portfolio›$8.9M
DT Investment Partners, LLC35,451
0.6% of portfolio›$8.8M
Aprio Wealth Management, LLC35,387
0.4% of portfolio›$8.8M
Rebalance, LLC34,721
0.4% of portfolio›$8.6M
Raub Brock Capital Management LP34,517
2.6% of portfolio›$8.6M
Fifth Third Wealth Advisors LLC34,379
0.2% of portfolio›$8.5M
Mullaney, Keating & Wright, Inc.34,181
3.9% of portfolio›$8.5M
Monument Capital Management34,034
1.8% of portfolio›$8.4M
Virtue Capital Management, LLC33,969
1.1% of portfolio›$8.4M
Sepio Capital, LP33,951
0.3% of portfolio›$8.4M
BIP Wealth, LLC33,448
0.2% of portfolio›$8.3M
Eastern Bank33,132
0.1% of portfolio›$8.2M
Associated Banc-Corp33,049
0.2% of portfolio›$8.2M
Northern Lights Advisors, Inc.32,903
4.3% of portfolio›$8.2M
Pinnacle Wealth Planning Services, Inc.32,871
0.8% of portfolio›$8.1M
Allen Investment Management, LLC31,616
0.1% of portfolio›$7.8M
Finley Financial, LLC31,186
3.2% of portfolio›$7.7M
Quadrant Capital Group LLC30,822
0.2% of portfolio›$7.8M
Auour Investments LLC30,778
2.2% of portfolio›$7.6M
American Institute for Advanced Investment Management, LLP30,091
4.3% of portfolio›$7.5M
Crescent Grove Advisors, LLC29,450
0.6% of portfolio›$7.3M
Harbour Capital Advisors, LLC28,927
1.3% of portfolio›$7.2M
ARK & TLK Investments, LLC28,681
1.7% of portfolio›$7.1M
Nottingham Advisors, Inc.27,575
0.8% of portfolio›$6.9M
Heck Capital Advisors, LLC27,538
0.4% of portfolio›$6.8M
Vise Technologies, Inc.27,535
0.1% of portfolio›$6.8M
Piedmont Capital Management, LLC27,500
4.0% of portfolio›$6.8M
Prime Capital Investment Advisors, LLC27,459
0.1% of portfolio›$6.8M
Ullmann Wealth Partners Group, LLC27,310
0.6% of portfolio›$6.8M
Equitable Trust Co27,238
0.3% of portfolio›$6.8M
Assetmark, Inc27,178
0.0% of portfolio›$6.7M
Towerpoint Wealth, LLC26,949
2.4% of portfolio›$6.7M
Cliftonlarsonallen Wealth Advisors, LLC26,919
0.1% of portfolio›$6.7M
Perigon Wealth Management, LLC26,679
0.1% of portfolio›$6.6M
Lantz Financial LLC26,649
1.2% of portfolio›$6.6M
Capital Investment Advisors, LLC26,346
0.1% of portfolio›$6.5M
Harbor Investment Advisory, LLC26,302
0.4% of portfolio›$6.5M
Provenance Wealth Advisors, LLC26,260
0.4% of portfolio›$6.5M
Goelzer Investment Management, Inc.26,194
0.3% of portfolio›$6.5M
Vaquero Private Wealth, LTD25,828
1.3% of portfolio›$6.4M
Hanson & Doremus Investment Management25,718
0.0% of portfolio›$6.4K
New England Private Wealth Advisors LLC24,608
0.6% of portfolio›$6.1M
Winthrop Advisory Group LLC24,334
0.4% of portfolio›$6.0M
Hillcrest Wealth Advisors - NY, LLC24,138
2.1% of portfolio›$6.0M
Old National Bancorp23,933
0.1% of portfolio›$5.9M
Diversified Portfolios, Inc.23,882
0.4% of portfolio›$5.9M
Columbus Macro, LLC23,552
0.6% of portfolio›$5.8M
Forte Asset Management LLC23,288
2.3% of portfolio›$5.8M
Ashton Thomas Securities, LLC23,207
0.6% of portfolio›$5.8M
NovaPoint Capital, LLC23,085
1.2% of portfolio›$5.7M
Lanark Financial, Inc.22,804
0.4% of portfolio›$5.7M
Aaron Wealth Advisors LLC22,773
0.3% of portfolio›$5.6M
Ferguson Wellman Capital Management, Inc22,411
0.1% of portfolio›$5.6M
Gilbert Capital Group, Inc.22,213
3.9% of portfolio›$5.5M
Highland Capital Management, LLC21,798
0.2% of portfolio›$5.4M
Simplicity Wealth,LLC21,102
0.2% of portfolio›$5.2M
Mutual of America Capital Management LLC21,081
0.1% of portfolio›$5.2M
Apollon Wealth Management, LLC20,830
0.1% of portfolio›$5.2M
Spire Wealth Management20,777
0.2% of portfolio›$5.2M
HMS Capital Management, LLC20,531
1.9% of portfolio›$5.1M
Prospera Financial Services Inc20,374
0.1% of portfolio›$5.3M
1900 Wealth Management LLC20,165
0.3% of portfolio›$5.0M
Gamma Investing LLC19,565
0.2% of portfolio›$4.9M
Principal Financial Group Inc19,465
0.0% of portfolio›$4.8M
St. Louis Trust Co19,418
0.5% of portfolio›$4.8M
D.A. Davidson & Co.19,354
0.0% of portfolio›$4.8M
Carret Asset Management, LLC19,283
0.4% of portfolio›$4.8M
Courier Capital LLC19,255
0.2% of portfolio›$4.8M
Fifth Third Securities, Inc.19,175
0.2% of portfolio›$4.8M
FC Advisory LLC19,106
1.2% of portfolio›$4.7M
Dixon Fnancial Services, Inc.18,930
1.9% of portfolio›$4.7M
Acropolis Investment Management, LLC18,811
0.2% of portfolio›$4.7M
Procyon Advisors, LLC18,501
0.2% of portfolio›$4.6M
Busey Bank18,453
0.1% of portfolio›$4.6M
Sage Financial Group Inc18,432
0.3% of portfolio›$4.6M
Elevation Point Wealth Partners, LLC18,386
0.1% of portfolio›$4.6M
Atria Investments, Inc18,023
0.0% of portfolio›$4.5M
Aureum Wealth Management, LLC17,922
2.7% of portfolio›$4.4M
Foundation Wealth Management, Llc\pa17,911
1.5% of portfolio›$4.4M
Argyle Capital Partners, LLC17,851
2.7% of portfolio›$4.4M
Intrua Financial, LLC17,748
0.4% of portfolio›$4.4M
W Advisors, LLC17,744
1.9% of portfolio›$4.4M
Beam Wealth Advisors, Inc.17,699
0.9% of portfolio›$4.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management17,236
0.1% of portfolio›$4.3M
McKinley Carter Wealth Services, Inc.17,225
0.2% of portfolio›$4.3M
Fiduciary Financial Group, LLC16,502
0.5% of portfolio›$4.1M
Atwater Malick LLC16,348
0.9% of portfolio›$4.1M
Precedent Wealth Partners, LLC16,191
0.6% of portfolio›$4.0M
Affinity Capital Advisors, LLC15,858
0.5% of portfolio›$4.0M
Caliber Wealth Management, LLC / KS15,697
0.4% of portfolio›$3.9M
True Private Wealth Advisors15,689
0.3% of portfolio›$3.9M
Sapient Capital LLC15,515
0.1% of portfolio›$3.8M
Gilliland Jeter Wealth Management LLC15,203
1.0% of portfolio›$3.8M
Anchyra Partners LLC15,095
0.8% of portfolio›$3.7M
Premier Path Wealth Partners, LLC15,082
0.4% of portfolio›$3.7M
Magnus Financial Group LLC15,026
0.2% of portfolio›$3.7M
Midwest Professional Planners, Ltd.14,877
0.7% of portfolio›$3.7M
NTV Asset Management LLC14,815
0.3% of portfolio›$3.7M
Evanson Financial, LLC14,778
0.2% of portfolio›$3.7M
Glenview Trust Co14,741
0.0% of portfolio›$3.7M
Avior Wealth Management, LLC14,700
0.1% of portfolio›$3.6M
Pathway Financial Advisors LLC14,660
0.4% of portfolio›$3.6M
Boston Trust Walden Corp14,638
0.0% of portfolio›$3.6M
Golden State Wealth Management, LLC14,532
0.3% of portfolio›$3.6M
Clientfirst Wealth Management, LLC14,416
2.6% of portfolio›$3.6M
Ironsides Asset Advisors, LLC14,365
0.9% of portfolio›$3.6M
EPG Wealth Management LLC14,344
0.8% of portfolio›$3.6M
Brookstone Capital Management14,341
0.0% of portfolio›$3.6M
BG Investment Services, LLC14,316
0.5% of portfolio›$3.5M
Colorado Capital Management, Inc.14,268
0.0% of portfolio›$3.5K
Autumn Glory Partners, LLC14,259
1.0% of portfolio›$3.5M
Accredited Investors Inc.14,252
0.2% of portfolio›$3.5M
Quadcap Wealth Management, LLC13,954
0.3% of portfolio›$3.5M
Saxon Interests, Inc.13,929
1.2% of portfolio›$3.5M
Flagstar Securities, Inc13,628
1.0% of portfolio›$3.4M
Grove Bank & Trust13,544
0.3% of portfolio›$3.4M
Eagle Strategies LLC13,294
0.3% of portfolio›$3.3M
Cahaba Wealth Management, Inc.13,154
0.2% of portfolio›$3.3M
Flywheel Private Wealth LLC12,903
1.6% of portfolio›$3.2M
Stage Harbor Financial, LLC12,840
1.8% of portfolio›$3.2M
Integrity Alliance, Llc.12,831
0.1% of portfolio›$3.2M
Grant Street Asset Management, Inc.12,828
0.5% of portfolio›$3.2M
Chemung Canal Trust Co12,787
0.6% of portfolio›$3.2M
Focus Financial Network, Inc.12,678
0.1% of portfolio›$3.1M
Applied Finance Capital Management, LLC12,649
0.2% of portfolio›$3.1M
Schaper Benz & Wise Investment Counsel Inc12,555
0.2% of portfolio›$3.1M
Argos Wealth Advisors, LLC12,542
0.8% of portfolio›$3.1M
Cornerstone Wealth Advisors, Inc.12,537
0.7% of portfolio›$3.1M
MGO One Seven LLC12,497
0.1% of portfolio›$3.1M
RFG Advisory, LLC12,448
0.0% of portfolio›$3.1M
Dynamic Financial Group12,429
2.2% of portfolio›$3.1M
Ascent Wealth Partners, LLC12,353
0.3% of portfolio›$3.1M
Evermay Wealth Management LLC12,343
0.3% of portfolio›$3.1M
Indivisible Partners12,315
0.1% of portfolio›$3.1M
Allstreet Capital Advisors LLC12,306
2.0% of portfolio›$3.1M
Central Valley Advisors, LLC12,285
0.8% of portfolio›$3.0M
SilverOak Wealth Management LLC12,233
0.4% of portfolio›$3.0M
Cyndeo Wealth Partners, LLC12,196
0.1% of portfolio›$3.0M
IFP Advisors, Inc12,095
0.1% of portfolio›$3.0M
AlphaCentric Advisors LLC12,020
2.6% of portfolio›$3.0M
Atlas Brown,Inc.11,859
0.8% of portfolio›$2.9M
Wedbush Securities Inc11,813
0.0% of portfolio›$2.9K
Nolet Wealth Management, LLC11,725
1.6% of portfolio›$2.9M
Grimes & Co Wealth Management, LLC11,665
0.1% of portfolio›$2.9M
Encompass Wealth Advisors, LLC11,582
0.4% of portfolio›$2.9M
Montis Financial, LLC11,446
0.6% of portfolio›$2.8M
Invested Advisors11,187
2.4% of portfolio›$2.8M
Allspring Global Investments Holdings, LLC11,162
0.0% of portfolio›$2.8M
Rinkey Investments11,142
0.7% of portfolio›$2.8M
EverSource Wealth Advisors, LLC11,128
0.1% of portfolio›$2.8M
Dynamic Advisor Solutions LLC11,110
0.1% of portfolio›$2.8M
SAX Wealth Advisors, LLC11,008
0.1% of portfolio›$2.7M
CJM Wealth Advisers, Ltd.10,962
0.7% of portfolio›$2.7M
Johnson Financial Group, LLC10,954
0.1% of portfolio›$2.7M
Cambiar Investors LLC10,853
0.1% of portfolio›$2.7M
Baron Financial Group, LLC10,806
1.3% of portfolio›$2.7M
Fortress Financial Group, LLC10,778
1.3% of portfolio›$2.7M
Forum Financial Management, LP10,758
0.0% of portfolio›$2.7M
Wealth Dimensions Group, Ltd.10,660
0.4% of portfolio›$2.6M
Verdence Capital Advisors LLC10,648
0.1% of portfolio›$2.6M
Nova Financial LLC10,381
1.1% of portfolio›$2.6M
Manchester Capital Management LLC10,284
0.3% of portfolio›$2.5M
Private Trust Co NA10,254
0.2% of portfolio›$2.5M
Mattern Capital Management, LLC10,246
0.3% of portfolio›$2.5M
jvl associates llc10,211
0.7% of portfolio›$2.5M
Northeast Investment Management10,088
0.1% of portfolio›$2.5M
Summit Financial Strategies, Inc.10,059
0.2% of portfolio›$2.5M
Titleist Asset Management, LLC10,058
0.2% of portfolio›$2.5M
Security Financial Services, Inc.10,030
0.3% of portfolio›$2.5M
Investmark Advisory Group LLC10,002
0.8% of portfolio›$2.5M
Advisory Resource Group9,997
0.4% of portfolio›$2.5M
WestHill Financial Advisors, Inc.9,918
0.4% of portfolio›$2.5M
Providence First Trust Co9,911
0.8% of portfolio›$2.5M
Glass Jacobson Investment Advisors llc9,911
0.8% of portfolio›$2.5M
Bond & Devick Financial Network, Inc.9,876
0.6% of portfolio›$2.4M
Beacon Advisors Holdings, LLC9,864
1.2% of portfolio›$2.4M
CGN Advisors LLC9,860
0.2% of portfolio›$2.4M
Kingswood Wealth Advisors, LLC9,850
0.1% of portfolio›$2.4M
LEE Danner & Bass Inc9,799
0.1% of portfolio›$2.4M
Element Pointe Advisors, LLC9,764
0.3% of portfolio›$2.4M
Avantax Planning Partners, Inc.9,724
0.1% of portfolio›$2.4M
Secure Asset Management, LLC9,699
0.3% of portfolio›$2.4M
RF&L Wealth Management, LLC9,575
1.6% of portfolio›$2.4M
Foster Dykema Cabot & Partners, LLC9,483
0.1% of portfolio›$2.4M
Y-Intercept (Hong Kong) Ltd9,425
0.1% of portfolio›$2.3M
Walled Lake Planning & Wealth Management, LLC9,378
0.6% of portfolio›$2.3M
Calamos Wealth Management LLC9,338
0.1% of portfolio›$2.3M
GenWealth Group, Inc.9,334
0.4% of portfolio›$2.3M
Trust Point Inc.9,304
0.2% of portfolio›$2.3M
GFS Advisors, LLC9,283
0.2% of portfolio›$2.3M
Verus Financial Partners, Inc.9,204
0.2% of portfolio›$2.3M
Gryphon Financial Partners LLC9,160
0.2% of portfolio›$2.3M
Mainstream Capital Management LLC9,119
1.3% of portfolio›$2.3M
Centerpoint Advisory Group9,088
1.4% of portfolio›$2.3M
ZWJ Investment Counsel Inc9,074
0.1% of portfolio›$2.2M
Angeles Wealth Management, LLC9,024
0.1% of portfolio›$2.2M
BigSur Wealth Management LLC8,980
0.5% of portfolio›$2.2M
Next Level Private LLC8,979
0.4% of portfolio›$2.2M
Insight Inv LLC8,971
1.1% of portfolio›$2.2M
Maryland Capital Advisors Inc.8,957
0.7% of portfolio›$2.2M
McGlone Suttner Wealth Management, Inc.8,925
0.3% of portfolio›$2.2M
Columbia Bank8,860
0.5% of portfolio›$2.2M
Fiduciary Family Office, LLC8,824
0.5% of portfolio›$2.2M
InvesTrust8,820
0.9% of portfolio›$2.2M
HUB Investment Partners, LLC8,716
0.0% of portfolio›$2.2M
Mycio Wealth Partners, LLC8,715
0.4% of portfolio›$2.2M
Indiana Trust & Investment Management Co8,704
0.6% of portfolio›$2.2M
Benedict Financial Advisors Inc8,701
0.4% of portfolio›$2.2M
Luts & Greenleigh Group, Inc.8,654
1.6% of portfolio›$2.1M
Steph & Co8,654
0.5% of portfolio›$2.1M
True North Advisors, LLC8,586
0.2% of portfolio›$2.1M
AlphaCore Capital LLC8,552
0.0% of portfolio›$2.1M
Clearwave Capital, LLC8,484
1.1% of portfolio›$2.1M
David Kennon Inc8,477
0.7% of portfolio›$2.1M
RKL Wealth Management LLC8,471
0.2% of portfolio›$2.1M
Tactive Advisors, LLC8,392
0.5% of portfolio›$2.1M
Sage Mountain Advisors LLC8,279
0.1% of portfolio›$2.1M
Horizon Wealth Management, LLC8,274
0.3% of portfolio›$2.1M
Capital Asset Advisory Services LLC8,246
0.1% of portfolio›$2.1M
Pinnacle Associates LTD8,221
0.0% of portfolio›$2.0M
Myecfo, LLC8,215
0.8% of portfolio›$2.0M
Gateway Investment Advisers LLC8,183
0.0% of portfolio›$2.0M
Kanawha Capital Management LLC8,169
0.1% of portfolio›$2.0M
Barrett & Company, Inc.8,118
0.6% of portfolio›$2.0M
Advisor OS, LLC8,017
0.1% of portfolio›$2.0M
Revolve Wealth Partners, LLC7,953
0.2% of portfolio›$2.0M
Diversify Wealth Management, LLC7,938
0.0% of portfolio›$2.0M
Diversify Advisory Services, LLC7,938
0.0% of portfolio›$2.0M
B. Riley Wealth Advisors, Inc.7,864
0.1% of portfolio›$1.9M
Great Waters Wealth Management7,848
0.2% of portfolio›$1.9M
PKS Advisory Services, LLC7,832
0.3% of portfolio›$1.9M
Nabity-Jensen Investment Management Inc7,818
1.2% of portfolio›$1.9M
Balboa Wealth Partners7,775
0.3% of portfolio›$1.9M
Oak Barrel Wealth Advisory LLC7,738
0.8% of portfolio›$1.9M
Zenith Solutions, Inc.7,738
1.7% of portfolio›$1.9M
Greenleaf Trust7,733
0.0% of portfolio›$1.9M
Key FInancial Inc7,733
0.3% of portfolio›$1.9M
Arvest Investments, Inc.7,724
0.2% of portfolio›$1.9M
Phillips Financial Management, LLC7,719
0.1% of portfolio›$1.9M
Global View Capital Management LLC7,715
0.4% of portfolio›$1.9M
Affiance Financial, LLC7,637
0.3% of portfolio›$1.9M
Bannerman Wealth Management Group, LLC7,634
1.1% of portfolio›$1.9M
Ascentis Independent Advisors7,493
0.1% of portfolio›$1.9M
Beacon Financial Group7,442
0.2% of portfolio›$1.8M
Kestra Investment Management, LLC7,416
0.0% of portfolio›$1.8M
Financial Discovery Group Inc7,350
3.9% of portfolio›$1.8M
Breachway Investments LLC7,320
2.8% of portfolio›$1.8M
MMA Asset Management LLC7,264
0.6% of portfolio›$1.8M
Cambridge Capital Management, LLC7,260
0.7% of portfolio›$1.8M
Legacy Advisors, LLC7,257
0.2% of portfolio›$1.8M
Enclave Advisors LLC7,096
0.2% of portfolio›$1.8M
Opus Capital Group, LLC7,092
0.0% of portfolio›$1.8K
Prosperity Planning, Inc.7,019
0.4% of portfolio›$1.7M
Almanack Investment Partners, Llc.6,983
0.2% of portfolio›$1.7M
Global Wealth Management, LLC6,964
0.9% of portfolio›$1.7M
Global Strategic Investment Solutions, LLC6,864
0.1% of portfolio›$1.7M
Greenspring Advisors, LLC6,850
0.1% of portfolio›$1.7M
Texas Bank & Trust Co6,838
0.6% of portfolio›$1.7M
Community Trust & Investment Co6,820
0.1% of portfolio›$1.7M
Keystone Wealth Services, LLC6,819
0.3% of portfolio›$1.7M
Southern Michigan Bank & Trust6,808
0.6% of portfolio›$1.7M
First Hawaiian Bank6,771
0.2% of portfolio›$1.7M
Garde Capital, Inc.6,771
0.1% of portfolio›$1.7M
Bensler, LLC6,713
0.2% of portfolio›$1.7M
Tannin Capital LLC6,654
1.2% of portfolio›$1.6M
McCarley & Cook Financial Planners6,640
1.2% of portfolio›$1.6M
TCI Wealth Advisors, Inc.6,584
0.1% of portfolio›$1.6M
Krilogy Financial LLC6,584
0.0% of portfolio›$1.7M
Frederick Financial Consultants, LLC6,569
0.7% of portfolio›$1.6M
Cooke Wealth Management, LLC6,564
1.4% of portfolio›$1.6M
Asset Dedication, LLC6,510
0.1% of portfolio›$1.6M
Independent Financial Group, LLC6,499
0.0% of portfolio›$1.6M
Canvas Wealth Advisors, LLC6,480
0.2% of portfolio›$1.7M
Verum Partners LLC6,450
0.3% of portfolio›$1.6M
Market Street Wealth Management Advisors LLC6,437
0.2% of portfolio›$1.6M
Bailard, Inc.6,425
0.0% of portfolio›$1.6M
City Holding Co6,390
0.2% of portfolio›$1.6M
Legacy Capital Wealth Partners, LLC6,370
0.3% of portfolio›$1.6M
Cooper Financial Group6,357
0.1% of portfolio›$1.6M
Accurate Wealth Management, LLC6,332
0.1% of portfolio›$1.6M
Gainline Financial Partners, LLC6,298
1.4% of portfolio›$1.6M
Sigma Investment Counselors Inc6,259
0.1% of portfolio›$1.6M
Stableford Capital II LLC6,240
0.5% of portfolio›$1.5M
Thrive Wealth Management, LLC6,239
0.2% of portfolio›$1.5M
Tranquility Partners, LLC6,226
0.5% of portfolio›$1.5M
High Probability Advisors, LLC6,221
0.2% of portfolio›$1.5M
Matrix Asset Advisors Inc6,191
0.1% of portfolio›$1.5M
Forvis Mazars Wealth Advisors, LLC6,182
0.0% of portfolio›$1.5M
Crusonia Wealth Advisors LLC6,110
0.2% of portfolio›$1.5M
Seneca Financial Advisors LLC6,095
0.4% of portfolio›$1.5M
Independent Solutions Wealth Management, LLC6,086
0.2% of portfolio›$1.5M
Turtle Creek Wealth Advisors, LLC6,085
0.1% of portfolio›$1.5M
Meridian Wealth Management, LLC6,082
0.0% of portfolio›$1.5M
Connecticut Wealth Management, LLC6,050
0.1% of portfolio›$1.5M
Whitegate Investment Counselors, Inc.6,031
0.4% of portfolio›$1.5M
Clear Harbor Asset Management, LLC6,004
0.1% of portfolio›$1.5M
Warwick Investment Management, Inc.6,003
0.2% of portfolio›$1.5M
Trust Co of the South6,000
0.2% of portfolio›$1.5M
Amplius Wealth Advisors, LLC5,987
0.1% of portfolio›$1.5M
Robertson Stephens Wealth Management, LLC5,987
0.0% of portfolio›$1.5M
Strategic Blueprint, LLC5,909
0.1% of portfolio›$1.5M
MLG Wealth Management DBA Pine Grove Financial Group5,845
0.1% of portfolio›$1.4M
Certified Advisory Corp5,763
0.1% of portfolio›$1.4M
McAdam, LLC5,754
0.1% of portfolio›$1.4M
Mascoma Wealth Management LLC5,699
0.3% of portfolio›$1.4M
Middleton & Co Inc5,696
0.1% of portfolio›$1.4M
Capital Advantage, Inc.5,695
0.2% of portfolio›$1.4M
Sendero Wealth Management, LLC5,693
0.1% of portfolio›$1.4M
Fragasso Financial Advisors Inc5,649
0.1% of portfolio›$1.4M
JSF Financial, LLC5,640
0.2% of portfolio›$1.4M
Apollon Financial, LLC5,615
0.2% of portfolio›$1.4M
CRA Financial Services, LLC5,571
0.2% of portfolio›$1.4M
United Advisor Group, LLC5,555
0.1% of portfolio›$1.4M
Elyxium Wealth, LLC5,541
0.1% of portfolio›$1.4M
Strategic Family Wealth Counselors, L.L.C.5,506
0.3% of portfolio›$1.4M
Loring Wolcott & Coolidge Fiduciary Advisors LLP5,467
0.0% of portfolio›$1.4M
Evergreen Capital Management LLC5,427
0.0% of portfolio›$1.3M
Blueline Advisors LLC5,402
0.9% of portfolio›$1.3M
Fairvoy Private Wealth, LLC5,397
0.3% of portfolio›$1.3M
BlueChip Wealth Advisors LLC5,350
0.4% of portfolio›$1.3M
Adirondack Trust Co5,346
0.4% of portfolio›$1.3M
Alamar Capital Management, LLC5,341
0.7% of portfolio›$1.3M
Facet Wealth, Inc.5,320
0.0% of portfolio›$1.3M
Fortitude Family Office, LLC5,300
0.2% of portfolio›$1.3M
Parisi Gray Wealth Management5,294
0.3% of portfolio›$1.3M
Yankcom Partnership5,290
0.5% of portfolio›$1.3M
Cornerstone Wealth Management, LLC5,254
0.1% of portfolio›$1.3M
Orgel Wealth Management, LLC5,240
0.0% of portfolio›$1.3M
Burke & Herbert Bank & Trust Co5,237
0.3% of portfolio›$1.3M
JP Wealth Management, Inc.5,216
0.8% of portfolio›$1.3M
Sharkey, Howes & Javer5,203
0.2% of portfolio›$1.3M
Anderson Hoagland & Co5,183
0.1% of portfolio›$1.3M
International Assets Investment Management, LLC5,178
0.1% of portfolio›$1.3M
First National Trust Co5,164
0.0% of portfolio›$1.3M
Higgins & Schmidt Wealth Strategies LLC5,151
0.5% of portfolio›$1.3M
Phillip James Consulting Co.5,146
0.9% of portfolio›$1.3M
Cambridge Financial Group, LLC5,145
0.4% of portfolio›$1.2M
Daymark Wealth Partners, LLC5,123
0.0% of portfolio›$1.3M
Tassel Capital Management, Inc.5,122
0.6% of portfolio›$1.3M
Bison Wealth, LLC5,053
0.1% of portfolio›$1.3M
Sidoxia Capital Management, LLC4,992
0.9% of portfolio›$1.2M
Uptick Partners, LLC4,968
0.2% of portfolio›$1.2M
Gibson Capital, LLC4,945
0.2% of portfolio›$1.2M
Wesbanco Bank Inc4,938
0.0% of portfolio›$1.2M
Kornitzer Capital Management Inc4,925
0.0% of portfolio›$1.2M
Wedmont Private Capital4,906
0.0% of portfolio›$1.2M
Elmwood Wealth Management, Inc.4,892
0.3% of portfolio›$1.2M
Willow Creek Wealth Management Inc.4,886
0.1% of portfolio›$1.2M
Annex Advisory Services, LLC4,848
0.0% of portfolio›$1.2M
Robinson Value Management, Ltd.4,818
0.7% of portfolio›$1.2M
Symmetry Partners, LLC4,796
0.1% of portfolio›$1.2M
J. Safra Sarasin Holding AG4,764
0.0% of portfolio›$1.2M
M Holdings Securities, Inc.4,763
0.0% of portfolio›$1.2K
Elevate Wealth Advisory, Inc4,627
0.6% of portfolio›$1.1M
Patten Group, Inc.4,619
0.2% of portfolio›$1.1M
Root Financial Partners, LLC4,607
0.0% of portfolio›$1.1M
Smead Capital Management, Inc.4,586
0.0% of portfolio›$1.1M
Rodgers & Associates, LTD4,564
0.1% of portfolio›$1.1M
Chesley Taft & Associates LLC4,543
0.0% of portfolio›$1.1M
Woodside Wealth Management LLC4,535
0.8% of portfolio›$1.1M
First Bank & Trust4,521
0.2% of portfolio›$1.1M
MBL Wealth, LLC4,494
0.1% of portfolio›$1.1M
Walkner Condon Financial Advisors LLC4,477
0.1% of portfolio›$1.1M
Guidance Point Advisors, LLC4,474
0.2% of portfolio›$1.1M
Latitude Advisors, LLC4,472
0.3% of portfolio›$1.1M
Welch & Forbes LLC4,470
0.0% of portfolio›$1.1M
Embree Financial Group4,456
0.1% of portfolio›$1.1M
Mezzasalma Advisors, LLC4,433
0.2% of portfolio›$1.1M
Wetzel Investment Advisors, Inc.4,313
0.4% of portfolio›$1.1M
Evergreen Advisors, LLC4,225
0.2% of portfolio›$1.0M
Hoge Financial Services, LLC4,222
0.5% of portfolio›$1.0M
Resonant Capital Advisors, LLC4,183
0.0% of portfolio›$1.0M
Sterling Capital Management LLC4,178
0.0% of portfolio›$1.0M
Veracity Capital LLC4,175
0.3% of portfolio›$1.0M
Sovran Advisors, LLC4,165
0.1% of portfolio›$1.1M
Curran Financial Partners, LLC4,148
0.2% of portfolio›$1.0M
Crestwood Advisors Group, LLC4,134
0.0% of portfolio›$1.0M
1834 Investment Advisors Co4,122
0.1% of portfolio›$1.0M
Parsons Capital Management Inc4,100
0.0% of portfolio›$1.0M
Signature Estate & Investment Advisors LLC4,094
0.0% of portfolio›$1.0M
Plante Moran Financial Advisors, LLC4,077
0.0% of portfolio›$1.0M
Harbor Asset Planning, Inc.4,042
0.8% of portfolio›$1.0M
Occidental Asset Management, LLC4,042
0.1% of portfolio›$1.0M
DiNuzzo Private Wealth, Inc.4,025
0.1% of portfolio›$998.0K
Farmers & Merchants Investments Inc3,978
0.0% of portfolio›$986.3K
Stablepoint Partners, LLC3,973
0.1% of portfolio›$985.0K
Gerber Kawasaki Wealth & Investment Management3,967
0.0% of portfolio›$983.7K
Bell Bank3,942
0.0% of portfolio›$977.3K
Independence Bank of Kentucky3,941
0.1% of portfolio›$977.1K
Maseco LLP3,934
0.0% of portfolio›$975.3K
Flagship Harbor Advisors, LLC3,927
0.0% of portfolio›$973.5K
Partners Wealth Management, LLC3,912
0.1% of portfolio›$969.9K
William Howard & Co Financial Advisors Inc3,892
0.8% of portfolio›$964.9K
Nvwm, LLC3,854
0.2% of portfolio›$955.5K
Invenio Wealth Partners LLC3,830
0.3% of portfolio›$949.6K
BKM Wealth Management, LLC3,822
0.3% of portfolio›$947.6K
LongView Wealth Management3,807
0.2% of portfolio›$943.8K
AdvisorNet Financial, Inc3,807
0.0% of portfolio›$967.8K
American National Bank & Trust3,806
0.1% of portfolio›$943.6K
Sunpointe, LLC3,805
0.3% of portfolio›$943.4K
Emprise Bank3,801
0.4% of portfolio›$942.4K
First United Bank & Trust3,784
0.3% of portfolio›$938.2K
Rockland Trust Co3,774
0.0% of portfolio›$935.7K
Integrity Advisory Solutions, LLC3,771
0.1% of portfolio›$934.9K
Live Oak Private Wealth LLC3,769
0.1% of portfolio›$934.4K
Collective Family Office LLC3,751
0.2% of portfolio›$930.0K
Matthew Goff Investment Advisor, LLC3,742
0.1% of portfolio›$927.8K
Able Financial Group, LLC3,728
0.1% of portfolio›$924.3K
Roxbury Financial LLC3,726
0.7% of portfolio›$923.7K
Beacon Investment Advisory Services, Inc.3,719
0.0% of portfolio›$922.1K
Paragon Capital Management Ltd3,705
0.2% of portfolio›$918.6K
Capital Investment Advisory Services, LLC3,703
0.1% of portfolio›$918.1K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors3,698
0.0% of portfolio›$916.9K
SBE LLC DBA Cedar Cove Wealth Partners3,698
0.4% of portfolio›$916.9K
GLR Partners, LLC3,672
0.4% of portfolio›$910.4K
Michels Family Financial, LLC3,664
0.6% of portfolio›$908.4K
Johnson Bixby & Associates, LLC3,650
0.1% of portfolio›$904.9K
Norris Perne & French LLP3,635
0.0% of portfolio›$901.2K
Woodmont Investment Counsel LLC3,631
0.0% of portfolio›$900.2K
3 Factor Indexing, LLC3,615
0.7% of portfolio›$896.3K
TMB Capital Partners, LLC3,612
0.3% of portfolio›$895.5K
Archford Capital Strategies, LLC3,604
0.1% of portfolio›$893.5K
Heartwood Wealth Advisors LLC3,577
0.1% of portfolio›$886.8K
Moss Adams Wealth Advisors LLC3,567
0.1% of portfolio›$884.4K
Lakewood Asset Management LLC3,544
0.5% of portfolio›$878.7K
Financial Guidance Group, Inc.3,542
0.3% of portfolio›$878.2K
Signal Advisors Wealth, LLC3,530
0.0% of portfolio›$875.3K
First County Bank3,521
0.4% of portfolio›$873.0K
Tsfg, LLC3,521
0.0% of portfolio›$873
Waterfront Wealth Inc.3,507
0.1% of portfolio›$902.4K
Retirement Planning Group, LLC3,457
0.0% of portfolio›$857.1K
Cornell Pochily Investment Advisors, Inc.3,454
0.2% of portfolio›$856.4K
Greatmark Investment Partners, Inc.3,413
0.1% of portfolio›$846.2K
Verus Capital Partners, LLC3,388
0.0% of portfolio›$840.0K
Benchmark Financial Wealth Advisors, LLC3,343
0.2% of portfolio›$828.9K
Sigma Planning Corp3,336
0.0% of portfolio›$827.2K
Peck Wealth Management, LLC3,336
0.7% of portfolio›$827.1K
Regent Peak Wealth Advisors LLC3,327
0.1% of portfolio›$824.9K
Boyer Financial Services, Inc.3,315
0.7% of portfolio›$821.9K
Beaumont Financial Advisors, LLC3,283
0.1% of portfolio›$814.0K
Stanich Group LLC3,254
0.4% of portfolio›$806.6K
Trust Co of Vermont3,236
0.0% of portfolio›$802.3K
FinArc Investments, Inc.3,224
0.7% of portfolio›$799.3K
Essex Bank3,195
0.2% of portfolio›$792.1K
Wealth Science Advisors LLC3,191
0.3% of portfolio›$791.1K
Leo Wealth, LLC3,188
0.2% of portfolio›$790.3K
S.E.E.D. Planning Group LLC3,186
0.2% of portfolio›$789.9K
Vann Equity Management LLC3,186
0.5% of portfolio›$789.8K
TrueWealth Advisors, LLC3,170
0.2% of portfolio›$786.0K
Capital City Trust Co3,162
0.2% of portfolio›$784.0K
Flaharty Asset Management, LLC3,160
4.4% of portfolio›$788.1K
Robinson Smith Wealth Advisors LLC3,105
0.5% of portfolio›$769.8K
Targeted Financial Services LLC3,104
0.6% of portfolio›$769.6K
Klein Pavlis & Peasley Financial, Inc.3,080
0.4% of portfolio›$763.7K
AAF Wealth Management, LLC3,076
0.3% of portfolio›$762.7K
Peak Wealth Management LLC3,054
0.5% of portfolio›$787.0K
One Day In July LLC3,036
0.1% of portfolio›$752.7K
Chapin Davis, Inc.3,033
0.1% of portfolio›$752.0K
Tcfg Investment Advisors, LLC2,997
0.3% of portfolio›$743.6K
Lunt Capital Management, Inc.2,994
0.3% of portfolio›$742.3K
Macco Financial Group, Inc.2,978
0.4% of portfolio›$738.3K
Odyssey Capital Advisors, Inc.2,972
0.5% of portfolio›$737.0K
Skyline Advisors, Inc.2,969
0.2% of portfolio›$736.2K
Fulton Breakefield Broenniman LLC2,954
0.0% of portfolio›$732.4K
Greenup Street Wealth Management LLC2,947
0.1% of portfolio›$730.7K
WealthPlan Investment Management, LLC2,923
0.0% of portfolio›$724.7K
Oxler Private Wealth LLC2,922
0.2% of portfolio›$724.5K
WBH Advisory Inc2,919
0.0% of portfolio›$723.7K
Symphony Financial, Ltd. Co.2,905
0.1% of portfolio›$722.5K
Hoese & Co LLP2,887
0.5% of portfolio›$715.8K
Burton Enright Welch2,881
0.1% of portfolio›$714.3K
Financial Insights, Inc.2,865
0.2% of portfolio›$710.3K
APS Management Group, Inc.2,865
0.5% of portfolio›$710.3K
DSG Capital Advisors, LLC2,854
0.1% of portfolio›$707.6K
Deroy & Devereaux Private Investment Counsel Inc2,845
0.0% of portfolio›$705
Mirador Capital Partners LP2,840
0.1% of portfolio›$704.1K
Carnegie Investment Counsel2,838
0.0% of portfolio›$703.6K
Ignite Planners, LLC2,830
0.1% of portfolio›$701.6K
Soltis Investment Advisors LLC2,825
0.0% of portfolio›$700.5K
Brown, Lisle Ings, Inc.2,819
0.2% of portfolio›$698.9K
James Investment Research, Inc.2,794
0.1% of portfolio›$692.7K
Gallacher Capital Management LLC2,789
0.6% of portfolio›$691.4K
PFG Advisors2,789
0.0% of portfolio›$691.4K
Biltmore Family Office, LLC2,780
0.1% of portfolio›$689.2K
Patriot Financial Group Insurance Agency, LLC2,780
0.1% of portfolio›$689.2K
Navigation Wealth Management, Inc.2,759
1.1% of portfolio›$702.6K
GC Wealth Management RIA, LLC2,757
0.0% of portfolio›$683.7K
Buckhead Capital Management LLC2,750
0.2% of portfolio›$681.8K
Alpine Bank Wealth Management2,745
0.1% of portfolio›$680.6K
Williams Jones Wealth Management, Llc.2,740
0.0% of portfolio›$679.3K
Aire Advisors, LLC2,731
0.1% of portfolio›$677.1K
Platform Technology Partners2,719
0.1% of portfolio›$674.1K
Stronghold Wealth Management L.L.C.2,714
0.9% of portfolio›$672.9K
Navigate Wealth Management, LLC2,678
0.4% of portfolio›$679.0K
Hamilton Capital, LLC2,670
0.0% of portfolio›$662.0K
Koshinski Asset Management, Inc.2,635
0.0% of portfolio›$653.3K
Cornerstone Wealth Group, LLC2,635
0.0% of portfolio›$653.3K
Merrion Investment Management Co, LLC2,620
0.3% of portfolio›$649.6K
Townsend Asset Management Corp2,608
0.2% of portfolio›$646.7K
Fidelity D & D Bancorp Inc2,608
0.2% of portfolio›$646.6K
Rose Capital Advisors LLC2,595
0.2% of portfolio›$643.5K
TigerOak Management, L.L.C.2,592
0.2% of portfolio›$642.6K
CoreCap Advisors, LLC2,591
0.0% of portfolio›$642.4K
TD Waterhouse Canada Inc.2,583
0.0% of portfolio›$661.3K
Archer Investment Corp2,575
0.1% of portfolio›$638.4K
Ehrlich Financial Group2,573
0.3% of portfolio›$637.9K
Snider Financial Group2,559
0.2% of portfolio›$634.5K
Decision Investments, Inc2,556
0.6% of portfolio›$633.7K
Hamilton Point Investment Advisors, LLC2,547
0.1% of portfolio›$631.5K
Cypress Capital, LLC2,520
0.2% of portfolio›$624.8K
Wealthcare Capital Partners, LLC2,508
0.3% of portfolio›$621.8K
Edgemoor Investment Advisors, Inc.2,506
0.0% of portfolio›$621.3K
Klingman & Associates, LLC2,504
0.0% of portfolio›$620.8K
Lee, Kelleher & Klein Wealth Management2,491
0.3% of portfolio›$617.6K
Coastline Trust Co2,487
0.1% of portfolio›$616.6K
GGM Financial LLC2,486
0.2% of portfolio›$616.4K
Insight Advisors, LLC/ PA2,478
0.1% of portfolio›$614.4K
YHB Investment Advisors, Inc.2,462
0.0% of portfolio›$610.4K
Woodward Financial Advisors, Inc.2,450
0.2% of portfolio›$607.4K
Advisory Solutions Group, LLC2,431
0.1% of portfolio›$602.8K
Atala Financial Inc2,390
0.3% of portfolio›$592.6K
Quadrant Private Wealth Management, LLC2,386
0.1% of portfolio›$591.6K
Blue Bell Private Wealth Management, LLC2,372
0.1% of portfolio›$588.1K
Central Pacific Bank - Trust Division2,370
0.1% of portfolio›$587.6K
Triad Wealth Partners, LLC2,359
0.0% of portfolio›$584.9K
Braun Stacey Associates Inc2,339
0.0% of portfolio›$579.9K
First Financial Corp2,336
0.2% of portfolio›$579.2K
Old Mission Investment Co LLC2,332
0.1% of portfolio›$578.2K
Farmers & Merchants Trust Co of Long Beach2,327
0.1% of portfolio›$576.9K
HT Partners LLC2,322
0.2% of portfolio›$575.7K
MassMutual Private Wealth & Trust, FSB2,319
0.0% of portfolio›$575.0K
Stonehearth Capital Management, LLC2,313
0.2% of portfolio›$573.5K
Aufman Associates Inc2,310
0.2% of portfolio›$572.7K
West Financial Advisors, LLC2,309
0.1% of portfolio›$572.5K
Ellis Investment Partners, LLC2,299
0.1% of portfolio›$570.2K
Lake Street Private Wealth, LLC2,287
0.1% of portfolio›$566.9K
Christensen, King & Associates Investment Services, Inc.2,278
0.2% of portfolio›$564.7K
Black Diamond Financial, LLC2,272
0.0% of portfolio›$563.3K
Petredis Investment Advisors LLC2,268
0.0% of portfolio›$562.3K
CWA Asset Management Group, LLC2,265
0.0% of portfolio›$561.5K
Tandem Capital Management Corp2,264
0.2% of portfolio›$561.3K
Fusion Capital, LLC2,255
0.1% of portfolio›$559.0K
Decker Wealth Management LLC2,240
0.1% of portfolio›$555.4K
Stanley-Laman Group, Ltd.2,216
0.1% of portfolio›$549.5K
Salem Investment Counselors Inc2,216
0.0% of portfolio›$549.4K
Impact Capital Partners LLC2,201
0.1% of portfolio›$545.7K
Essential Investment Partners LLC2,195
0.4% of portfolio›$544.2K
Berkshire Money Management, Inc.2,190
0.0% of portfolio›$543.0K
Summit Investment Advisors, Inc.\KS2,186
0.2% of portfolio›$541.9K
SeaCrest Wealth Management, LLC2,185
0.1% of portfolio›$541.8K
Rockwood Wealth Management, LLC2,181
0.0% of portfolio›$540.7K
Tritonpoint Wealth, LLC2,176
0.1% of portfolio›$539.5K
Versant Capital Management, Inc2,173
0.0% of portfolio›$538.8K
Hollow Brook Wealth Management LLC2,170
0.1% of portfolio›$538.0K
Power Wealth Management LLC2,162
0.2% of portfolio›$536.0K
Triangle Securities Wealth Management2,139
0.1% of portfolio›$530.3K
Warren Street Wealth Advisors, LLC2,134
0.1% of portfolio›$529.1K
Orba Wealth Advisors, L.L.C.2,132
0.5% of portfolio›$528.7K
Clear Creek Financial Management, LLC2,131
0.0% of portfolio›$528.3K
Private Wealth Partners, LLC2,130
0.0% of portfolio›$528.1K
GreatBanc Trust Co2,129
0.3% of portfolio›$527.8K
Weatherly Asset Management L. P.2,128
0.0% of portfolio›$527.6K
Harbor Group, Inc.2,124
0.1% of portfolio›$526.5K
WealthBridge Capital Management, LLC2,118
0.1% of portfolio›$525.1K
Willner & Heller, LLC2,104
0.3% of portfolio›$521.6K
Trust Co2,095
0.0% of portfolio›$519.4K
Beacon Capital Management, LLC2,089
0.1% of portfolio›$518.0K
DDD Partners, LLC2,072
0.0% of portfolio›$513.7K
Box Hill Private Wealth LLC2,064
0.4% of portfolio›$511.6K
WD Rutherford LLC2,058
0.2% of portfolio›$510.2K
NWF Advisory Services Inc.2,049
0.0% of portfolio›$507.5K
Marino, Stram & Associates LLC2,046
0.1% of portfolio›$507.3K
Smith Salley Wealth Management2,046
0.0% of portfolio›$507.3K
Cypress Wealth Services, LLC2,045
0.1% of portfolio›$514.9K
Lodestar Private Asset Management LLC2,041
0.0% of portfolio›$506.1K
Diversified Management Inc2,029
0.1% of portfolio›$503.1K
Stockman Wealth Management, Inc.2,026
0.1% of portfolio›$502.3K
SmartHarvest Portfolios, LLC2,011
0.2% of portfolio›$498.6K
Towercrest Capital Management2,004
0.1% of portfolio›$496.7K
Baring Financial LLC2,003
0.3% of portfolio›$496.5K
United Financial Planning Group LLC2,000
0.2% of portfolio›$495.9K
MSH Capital Advisors LLC1,984
0.1% of portfolio›$492.0K
Tortuga Wealth Management, Inc1,984
0.4% of portfolio›$494.2K
Gray Private Wealth, LLC1,950
0.2% of portfolio›$483.5K
SteelPeak Wealth, LLC1,934
0.0% of portfolio›$479.4K
Mascagni Wealth Management, Inc.1,930
0.3% of portfolio›$478.5K
Parkshore Wealth Management, Inc.1,927
0.1% of portfolio›$477.8K
World Equity Group, Inc.1,922
0.2% of portfolio›$476.5K
River's Edge Wealth Management, LLC1,917
0.4% of portfolio›$490.3K
PUREfi Wealth, LLC1,914
0.2% of portfolio›$474.5K
ShoreHaven Wealth Partners, LLC1,911
0.1% of portfolio›$473.7K
Arbor Wealth Advisors LLC1,910
0.3% of portfolio›$473.5K
ASL Financial, LLC1,903
0.3% of portfolio›$471.9K
Integris Wealth Management, LLC1,900
0.1% of portfolio›$471.1K
Compass Financial Management LLC1,899
0.1% of portfolio›$470.8K
First Nebraska Trust Co1,897
0.0% of portfolio›$470.3K
Pittenger & Anderson Inc1,895
0.0% of portfolio›$469.8K
Galvin, Gaustad & Stein, LLC1,889
0.0% of portfolio›$468.3K
Jamison Private Wealth Management, Inc.1,889
0.0% of portfolio›$468.3K
Atticus Wealth Management, LLC1,871
0.1% of portfolio›$463.9K
Obermeyer Wealth Partners1,867
0.0% of portfolio›$462.9K
Plus Group Wealth Advisors LLC1,854
0.4% of portfolio›$459.7K
Washington Trust Co1,852
0.0% of portfolio›$459.2K
Mcdonald Partners LLC1,850
0.1% of portfolio›$458.7K
Strategic Planning Group, LLC1,849
0.0% of portfolio›$458.6K
Arlington Trust Co LLC1,849
0.0% of portfolio›$458.4K
MCF Advisors LLC1,845
0.0% of portfolio›$457.5K
JB Capital LLC1,833
0.0% of portfolio›$454.4K
Principle Wealth Partners LLC1,826
0.0% of portfolio›$452.7K
Cassia Capital Partners, LLC1,814
0.2% of portfolio›$449.7K
SC&H Financial Advisors, Inc.1,808
0.1% of portfolio›$448.3K
Cypress Capital Group1,805
0.0% of portfolio›$447.5K
Selective Wealth Management, Inc.1,801
0.1% of portfolio›$461.4K
Fairway Wealth LLC1,787
0.1% of portfolio›$443.1K
Bay Capital Advisors, LLC1,770
0.2% of portfolio›$438.9K
Riverbend Wealth Management, LLC1,770
0.2% of portfolio›$438.9K
Highline Wealth Partners LLC1,769
0.1% of portfolio›$438.5K
Matisse Capital1,766
0.2% of portfolio›$438.0K
Armstrong Advisory Group, Inc1,765
0.0% of portfolio›$437.5K
Park Edge Advisors, LLC1,763
0.1% of portfolio›$437.1K
Altus Wealth Management, LLC1,761
0.2% of portfolio›$436.6K
Joel Adams & Associates, Inc.1,728
0.3% of portfolio›$428.4K
Objective Capital Management, LLC1,724
0.4% of portfolio›$427.4K
Oliver Luxxe Assets LLC1,724
0.1% of portfolio›$427.3K
Emergent Wealth Advisors, LLC1,723
0.2% of portfolio›$427.2K
Prevail Innovative Wealth Advisors, LLC1,721
0.1% of portfolio›$431.7K
Eagle Rock Investment Company, LLC1,710
0.1% of portfolio›$424.0K
Rainey & Randall Wealth Advisors Inc.1,702
0.1% of portfolio›$422.1K
Orrstown Financial Services Inc1,690
0.1% of portfolio›$419.0K
LVW Advisors, LLC1,690
0.0% of portfolio›$419.1K
Cathy Pareto & Associates, Inc1,682
0.2% of portfolio›$417.1K
Opal Wealth Advisors, LLC1,669
0.1% of portfolio›$413.8K
Austin Asset Management Co Inc1,654
0.1% of portfolio›$410.1K
Beacon Financial Strategies Corp1,642
0.2% of portfolio›$407.0K
Appleton Partners Inc1,639
0.0% of portfolio›$406
Hunter Associates Investment Management LLC1,630
0.0% of portfolio›$404
Washington Trust Bank1,628
0.0% of portfolio›$403.6K
Jnba Financial Advisors1,628
0.0% of portfolio›$403.6K
Align Financial, LLC1,626
0.2% of portfolio›$403.1K
Powerhouse Assets LLC1,615
0.3% of portfolio›$400.4K
Balentine LLC1,605
0.0% of portfolio›$397.9K
Aerodigm Wealth, LLC1,601
0.1% of portfolio›$396.9K
Berkeley, Inc1,599
0.1% of portfolio›$396.4K
Csenge Advisory Group1,599
0.0% of portfolio›$396.5K
Poehling Capital Management, Inc.1,591
0.1% of portfolio›$394.3K
Kondo Wealth Advisors, Inc.1,583
0.1% of portfolio›$392.7K
PDS Planning, Inc1,571
0.0% of portfolio›$389.5K
Integrated Advisors Network LLC1,571
0.0% of portfolio›$389.5K
Acima Private Wealth, LLC1,570
0.1% of portfolio›$389.3K
Ledyard National Bank1,562
0.0% of portfolio›$387.3K
Cordgrass Capital Advisors, LLC1,559
0.1% of portfolio›$386.5K
McClarren Financial Advisors, Inc.1,559
0.2% of portfolio›$386.6K
Doliver Advisors, LP1,550
0.1% of portfolio›$384.3K
Lebenthal Global Advisors, LLC1,546
0.1% of portfolio›$383.3K
Nicholas Hoffman & Company, Llc.1,535
0.0% of portfolio›$380.6K
CFG Wealth Management Services, Inc.1,527
0.3% of portfolio›$379.1K
Trust Co of Toledo NA1,522
0.0% of portfolio›$377.3K
Abacus Wealth Partners, LLC1,505
0.0% of portfolio›$373.1K
Legacy Wealth Management, LLC1,504
0.0% of portfolio›$372.9K
Thompson Investment Management, Inc.1,500
0.0% of portfolio›$371.9K
Wealth Management Partners, LLC1,499
0.1% of portfolio›$371.6K
Ballew Advisors, Inc1,497
0.2% of portfolio›$373.2K
Wealth Architects, LLC1,496
0.0% of portfolio›$371.1K
Alliance Wealth Management Group1,494
0.1% of portfolio›$370.4K
James J. Burns & Company, LLC1,491
0.0% of portfolio›$369.7K
Single Point Partners, LLC1,488
0.1% of portfolio›$369.0K
Members Wealth LLC1,487
0.2% of portfolio›$372.9K
Baker Ellis Asset Management LLC1,486
0.0% of portfolio›$368.4K
South Shore Capital Advisors1,485
0.3% of portfolio›$368.2K
Franklin, Parlapiano, Turner & Welch, LLC1,485
0.1% of portfolio›$368.2K
Lmcg Investments, LLC1,479
0.0% of portfolio›$366.7K
EdgeRock Capital LLC1,476
0.1% of portfolio›$365.9K
IFG Advisors, LLC1,470
0.1% of portfolio›$364.5K
Retirement Solution LLC1,460
0.1% of portfolio›$362.1K
Pinnacle Wealth Management Group, Inc.1,459
0.2% of portfolio›$361.7K
LaFleur & Godfrey LLC1,449
0.0% of portfolio›$359.3K
Mechanics Bank Trust Department1,448
0.0% of portfolio›$359.0K
Trek Financial, LLC1,437
0.0% of portfolio›$356.3K
Arlington Financial Advisors, LLC1,434
0.0% of portfolio›$355.5K
Praetorian Wealth Management, Inc.1,425
0.1% of portfolio›$353.3K
Verus Wealth Management, LLC1,424
0.2% of portfolio›$353.1K
Trilogy Capital Inc.1,420
0.0% of portfolio›$352.1K
Bright Futures Wealth Management, Llc.1,419
0.2% of portfolio›$351.8K
Wilkins Miller Wealth Management, LLC1,412
0.2% of portfolio›$350.1K
SBK Financial, Inc.1,411
0.2% of portfolio›$349.9K
Watershed Private Wealth LLC1,408
0.1% of portfolio›$349.1K
Gibbs Wealth Management1,407
0.0% of portfolio›$348.8K
Summit Investment Advisory Services, LLC1,383
0.1% of portfolio›$342.9K
TFC Financial Management, Inc.1,380
0.0% of portfolio›$342.1K
Elevation Wealth Management LLC1,379
0.2% of portfolio›$341.8K
NBT Bank, N.A.1,375
0.0% of portfolio›$340.9K
Atwood & Palmer Inc1,372
0.0% of portfolio›$340.2K
Redwood Financial Network Corp1,370
0.2% of portfolio›$339.7K
Sachem Hill LLC1,367
0.1% of portfolio›$338.9K
Morangie Management LLC1,364
0.3% of portfolio›$338.2K
Layline Advisors, LLC1,363
0.3% of portfolio›$337.9K
Horst & Graben Wealth Management LLC1,362
0.0% of portfolio›$337.7K
Watchman Group, Inc.1,357
0.1% of portfolio›$336.4K
Pinnacle Wealth Management Advisory Group, LLC1,352
0.0% of portfolio›$335.3K
SMI Advisory Services, LLC1,352
0.1% of portfolio›$342.7K
Formidable Asset Management, LLC1,349
0.0% of portfolio›$327.0K
Hurley Capital, LLC1,346
0.2% of portfolio›$333.8K
Meridian Financial Partners LLC1,342
0.1% of portfolio›$343.7K
Stephenson & Company, Inc.1,336
0.2% of portfolio›$331.3K
Fermata Advisors, LLC1,331
0.1% of portfolio›$330.0K
Portfolio Resources Advisor Group, Inc.1,327
0.3% of portfolio›$329.0K
Sicart Associates LLC1,317
0.1% of portfolio›$336.8K
Tanglewood Wealth Management, Inc.1,313
0.0% of portfolio›$325.5K
RED Lighthouse Investment Management, LLC1,308
0.1% of portfolio›$324.3K
Cornerstone Management, Inc.1,308
0.0% of portfolio›$324.3K
Moody Lynn Lieberson & Walker, LLC1,300
0.0% of portfolio›$322.3K
Pillar Financial Advisors, LLC1,297
0.2% of portfolio›$321.6K
Stevens Capital Partners1,294
0.1% of portfolio›$320.8K
MTM Investment Management, LLC1,282
0.1% of portfolio›$317.8K
Farmers & Merchants Trust Co of Chambersburg PA1,280
0.0% of portfolio›$317
Arista Wealth Management, LLC1,279
0.0% of portfolio›$317.1K
S.A. Mason LLC1,277
0.1% of portfolio›$316.6K
Kathmere Capital Management, LLC1,275
0.0% of portfolio›$316.1K
RMR Capital Management, LLC1,273
0.2% of portfolio›$315.6K
Foster Group, Inc.1,265
0.0% of portfolio›$313.7K
OAK Family Advisors, LLC1,263
0.1% of portfolio›$313.1K
Elwood & Goetz Wealth Advisory Group, LLC1,258
0.0% of portfolio›$311.9K
Caldwell Trust Co1,256
0.0% of portfolio›$311.4K
Kohmann Bosshard Financial Services, LLC1,256
0.0% of portfolio›$311.2K
Persium Advisors, LLC1,246
0.2% of portfolio›$308.9K
Penobscot Investment Management Company, Inc.1,245
0.0% of portfolio›$308.6K
Plancorp, LLC1,244
0.0% of portfolio›$321.8K
Parr Mcknight Wealth Management Group, LLC1,239
0.0% of portfolio›$307.2K
Gemmer Asset Management LLC1,237
0.0% of portfolio›$306.7K
SYM Financial Corp1,231
0.0% of portfolio›$305.2K
Raab & Moskowitz Asset Management LLC1,229
0.1% of portfolio›$304.7K
Greenhouse Wealth Management, LLC1,222
0.2% of portfolio›$302.9K
Abner Herrman & Brock LLC1,220
0.0% of portfolio›$302
Tompkins Financial Corp1,212
0.0% of portfolio›$300.5K
Heritage Wealth Management, Inc.1,207
0.1% of portfolio›$299.3K
Elevation Wealth Partners, LLC1,205
0.1% of portfolio›$298.7K
Howard Financial Services, Ltd.1,200
0.0% of portfolio›$297.5K
Convergence Financial, LLC1,193
0.0% of portfolio›$295.8K
Gordian Advisors LLC1,188
0.2% of portfolio›$294.4K
15 Wealth Advisors LLC1,182
0.1% of portfolio›$293.0K
180 Wealth Advisors, LLC1,181
0.0% of portfolio›$292.8K
Cdkv Holdings LLC1,173
0.2% of portfolio›$290.7K
First Premier Bank1,169
0.0% of portfolio›$290
Novem Group1,168
0.0% of portfolio›$289.6K
Commonwealth Retirement Investments LLC1,166
0.1% of portfolio›$289.1K
SP Asset Management LLC1,163
0.0% of portfolio›$288.4K
Sharper & Granite LLC1,159
0.1% of portfolio›$247.6K
Pecaut & Co.1,158
0.1% of portfolio›$287.0K
Axxcess Wealth Management, LLC1,154
0.0% of portfolio›$286.2K
Curated Wealth Partners LLC1,150
0.0% of portfolio›$285.1K
Patriot Investment Management Group, Inc.1,146
0.0% of portfolio›$284.1K
Fort Washington Investment Advisors Inc1,144
0.0% of portfolio›$283.6K
Patten & Patten Inc1,136
0.0% of portfolio›$281.6K
FSM Wealth Advisors, LLC1,136
0.0% of portfolio›$286.4K
Timonier Family Office, Ltd.1,135
0.1% of portfolio›$281.4K
Millennium Capital Advisors, LLC1,134
0.1% of portfolio›$281.2K
Harmony Asset Management LLC1,132
0.1% of portfolio›$280.7K
Clayton Financial Group LLC1,131
0.1% of portfolio›$280.5K
Englebert Financial Advisers, LLC1,130
0.3% of portfolio›$280.2K
Pinnacle Bancorp, Inc.1,126
0.1% of portfolio›$279.2K
Schear Investment Advisers, LLC1,122
0.0% of portfolio›$278.1K
Tempo Wealth, LLC1,122
0.0% of portfolio›$278.1K
Wealthstar Advisors, LLC1,118
0.1% of portfolio›$277.2K
QTR Family Wealth, LLC1,115
0.1% of portfolio›$276.4K
Monument Group Wealth Advisors, LLC1,114
0.1% of portfolio›$276.2K
Cooper S Advisors, LLC1,111
0.1% of portfolio›$275.5K
Wealth Quarterback LLC1,110
0.1% of portfolio›$275.2K
Investment Research Partners LLC1,110
0.1% of portfolio›$275.2K
Insight Wealth Strategies, LLC1,109
0.0% of portfolio›$274.9K
Pennsylvania Capital Management Inc1,103
0.1% of portfolio›$273.5K
First Pacific Financial1,100
0.0% of portfolio›$272.7K
Clear Trail Advisors, LLC1,099
0.0% of portfolio›$272.5K
Ballast Rock Private Wealth LLC1,091
0.1% of portfolio›$270.4K
Voisard Asset Management Group, Inc.1,090
0.1% of portfolio›$270.2K
Alliance Wealth Advisors, LLC1,088
0.1% of portfolio›$269.7K
Stone Summit Wealth LLC1,086
0.1% of portfolio›$269.3K
Values Added Financial LLC1,083
0.1% of portfolio›$268.5K
Armstrong, Fleming & Moore, Inc1,073
0.1% of portfolio›$266.0K
Asset One Wealth Management LLC1,073
0.0% of portfolio›$266.0K
High Net Worth Advisory Group LLC1,070
0.1% of portfolio›$265.3K
Laurel Wealth Advisors LLC1,070
0.0% of portfolio›$265.3K
USAdvisors Wealth Management, LLC1,069
0.0% of portfolio›$265
Chicago Capital, LLC1,068
0.0% of portfolio›$264.8K
Braun-Bostich & Associates Inc.1,067
0.2% of portfolio›$264.5K
D.B. Root & Company, LLC1,066
0.1% of portfolio›$264.3K
Retiremitten Financial LLC1,065
0.1% of portfolio›$275.5K
Neumann Capital Management, LLC1,056
0.1% of portfolio›$261.8K
Builder Investment Group Inc1,055
0.1% of portfolio›$261.6K
Seven Hills Financial, LLC1,050
0.2% of portfolio›$260.3K
Forbes J M & Co LLP1,050
0.0% of portfolio›$260.3K
Pines Wealth Management, LLC1,050
0.1% of portfolio›$260.3K
Mountain Pacific Investment Advisers LLC1,050
0.0% of portfolio›$260.3K
Twelve Points Wealth Management LLC1,046
0.1% of portfolio›$270.5K
Inscription Capital, LLC1,045
0.0% of portfolio›$259.1K
Richard P Slaughter Associates Inc1,042
0.1% of portfolio›$258.3K
True Link Financial Advisors, LLC1,033
0.0% of portfolio›$256.1K
Schneider Downs Wealth Management Advisors, LP1,032
0.0% of portfolio›$256.0K
Lakeshore Financial Planning, Inc.1,029
0.1% of portfolio›$255.1K
Clarity Wealth Advisors, LLC1,028
0.0% of portfolio›$254.9K
Bluesphere Advisors LLC1,026
0.1% of portfolio›$254.5K
Heritage Family Offices, LLP1,025
0.1% of portfolio›$254.1K
West Paces Advisors Inc.1,024
0.0% of portfolio›$253.9K
Beacon Bank & Trust1,022
0.0% of portfolio›$253.4K
GW Henssler & Associates LTD1,019
0.0% of portfolio›$252.6K
Maple Capital Management, Inc.1,018
0.0% of portfolio›$252.4K
Cannon Financial Strategists, Inc.1,015
0.0% of portfolio›$251.7K
KFA Private Wealth Group, LLC1,015
0.1% of portfolio›$251.8K
Hourglass Capital, LLC1,014
0.1% of portfolio›$251.5K
Nearside Advisors, LLC1,008
0.2% of portfolio›$249.9K
Founders Capital Management1,007
0.1% of portfolio›$249.8K
Inspirion Wealth Advisors, LLC1,004
0.0% of portfolio›$249.0K
Country Trust Bank1,003
0.0% of portfolio›$248.7K
Missouri Trust & Investment Co1,000
0.1% of portfolio›$247.9K
Burns J W & Co Inc1,000
0.0% of portfolio›$247.9K
First City Capital Management, Inc.1,000
0.1% of portfolio›$247.9K
Charles Schwab Trust Co999
0.0% of portfolio›$247.7K
Global Wealth Management Investment Advisory, Inc.996
0.0% of portfolio›$247.1K
Lighthouse Financial LLC994
0.1% of portfolio›$246.4K
Crumly & Associates Inc.992
0.0% of portfolio›$245.9K
Howard Wealth Management, LLC982
0.1% of portfolio›$243.6K
XY Planning Network, Inc.980
0.0% of portfolio›$243.0K
Columbia Asset Management980
0.0% of portfolio›$243.0K
Guerra PAN Advisors, LLC978
0.1% of portfolio›$249.8K
Fiduciary Alliance LLC976
0.0% of portfolio›$242.0K
Mlp3, LLC976
0.2% of portfolio›$241.9K
Sacks & Associates, LLC974
0.2% of portfolio›$241.5K
Carroll Advisory Group, LLC972
0.1% of portfolio›$240.9K
Vision Capital Management, Inc.958
0.0% of portfolio›$237.5K
Global Assets Advisory, LLC958
0.1% of portfolio›$240.1K
TrustBank956
0.1% of portfolio›$237.0K
Princeton Global Asset Management LLC955
0.0% of portfolio›$236.8K
Ledgewood Wealth Advisors, LLC950
0.1% of portfolio›$235.5K
Adirondack Capital Advisors, LLC947
0.1% of portfolio›$234.8K
Manuka Financial, LLC946
0.1% of portfolio›$234.5K
Valpey Financial Services, LLC940
0.1% of portfolio›$233.2K
KFG LLC938
0.2% of portfolio›$232.6K
Discipline Wealth Solutions, LLC934
0.0% of portfolio›$231.6K
Wingate Wealth Advisors, Inc.930
0.1% of portfolio›$230.6K
Physician Wealth Advisors, Inc.919
0.0% of portfolio›$227.7K
Destiny Wealth Partners, LLC919
0.0% of portfolio›$238.4K
Granite FO LLC919
0.1% of portfolio›$227.8K
Washington Trust Advisors, Inc.918
0.0% of portfolio›$227.6K
Aviance Capital Partners, LLC916
0.0% of portfolio›$227.1K
Midland Wealth Advisors, LLC915
0.0% of portfolio›$226.9K
Sage Private Wealth Group, LLC913
0.1% of portfolio›$226.4K
Interchange Capital Partners, LLC906
0.0% of portfolio›$224.6K
Capital Advisors Wealth Management, LLC901
0.0% of portfolio›$223.3K
LifeWealth Investments, LLC900
0.1% of portfolio›$223.1K
West Branch Capital LLC900
0.1% of portfolio›$223.1K
First Financial Bank - Trust Division896
0.0% of portfolio›$222.1K
Vaughan & Co Securities, Inc.895
0.1% of portfolio›$221.9K
W.H. Cornerstone Investments Inc.893
0.1% of portfolio›$221.3K
Financial Advisory Corp891
0.0% of portfolio›$220.8K
Compass Ion Advisors, LLC890
0.0% of portfolio›$220.7K
Provident Investment Management, Inc.889
0.0% of portfolio›$220.4K
Northwest Financial Advisors887
0.0% of portfolio›$219.9K
Advocate Group LLC884
0.0% of portfolio›$219.2K
eCIO, Inc.884
0.1% of portfolio›$222.5K
Inlet Private Wealth, LLC883
0.1% of portfolio›$218.9K
First Bancorp, Inc882
0.1% of portfolio›$218.7K
Valtinson Bruner Financial Planning LLC879
0.1% of portfolio›$218.0K
Westover Capital Advisors, LLC872
0.0% of portfolio›$216.2K
HCR Wealth Advisors866
0.0% of portfolio›$214.8K
Beverly Hills Private Wealth, LLC863
0.0% of portfolio›$213.9K
Weaver Consulting Group856
0.0% of portfolio›$212.2K
Greenwood Gearhart LLC856
0.0% of portfolio›$212.2K
Old Peak Finance LLC856
0.1% of portfolio›$212.2K
Firestone Capital Management855
0.0% of portfolio›$212.0K
Waterway Wealth Management, LLC855
0.0% of portfolio›$212.0K
Ti-Trust, Inc853
0.1% of portfolio›$211.5K
Journey Advisory Group, LLC852
0.0% of portfolio›$211.2K
Archer Investment Management, LLC849
0.1% of portfolio›$210.5K
Matauro, LLC849
0.0% of portfolio›$210.5K
Wernau Asset Management Inc.847
0.1% of portfolio›$210.0K
Cypress Financial Planning LLC843
0.1% of portfolio›$209.0K
Shelton Wealth Management, LLC843
0.1% of portfolio›$209.0K
ShankerValleau Wealth Advisors, Inc.842
0.1% of portfolio›$208.8K
Manchester Financial Inc842
0.0% of portfolio›$208.8K
Mayfair Advisory Group, LLC834
0.1% of portfolio›$206.8K
Dahring | Cusmano LLC831
0.1% of portfolio›$206.1K
Sulzberger Capital Advisors, Inc.827
0.2% of portfolio›$205.0K
Wealthcare Capital Management LLC827
0.0% of portfolio›$205.0K
Nfsg Corp826
0.0% of portfolio›$204.7K
Sima Wealth Partners, LLC816
0.1% of portfolio›$202.4K
BridgePort Financial Solutions, LLC814
0.0% of portfolio›$201.9K
Hegarty Advisors, LLC813
0.1% of portfolio›$201.6K
Echo45 Advisors LLC807
0.1% of portfolio›$200.1K
Advocate Investing Services LLC800
0.2% of portfolio›$198.3K
Creative Capital Management Investments LLC794
0.0% of portfolio›$196.9K
Private Wealth Management Group, LLC788
0.0% of portfolio›$195.4K
Vima LLC786
0.2% of portfolio›$194.9K
United Community Bank772
0.1% of portfolio›$191.4K
Activest Wealth Management769
0.0% of portfolio›$190.6K
Moisand Fitzgerald Tamayo, LLC763
0.0% of portfolio›$189.2K
Marshall & Sterling Wealth Advisors Inc.755
0.1% of portfolio›$187.1K
3Chopt Investment Partners, LLC754
0.0% of portfolio›$186.9K
Creative Financial Designs Inc744
0.0% of portfolio›$184.5K
Hazlett, Burt & Watson, Inc.734
0.1% of portfolio›$88.1K
DB Fitzpatrick & Co, Inc732
0.1% of portfolio›$181.5K
Union Savings Bank708
0.1% of portfolio›$175.5K
Ares Financial Consulting, LLC686
0.1% of portfolio›$170.1K
Sellwood Investment Partners LLC660
0.1% of portfolio›$163.6K
Ashurst Perkins Coie Trust Co659
0.0% of portfolio›$163.4K
High Point Wealth Management, LLC659
0.1% of portfolio›$163.4K
Pacifica Partners Inc.655
0.0% of portfolio›$162.6K
Flagship Wealth Advisors, LLC642
0.0% of portfolio›$159.2K
Birchwood Financial Partners, Inc.637
0.1% of portfolio›$157.9K
Pension & Wealth Management Advisors, Inc.627
0.0% of portfolio›$155.5K
Foresight Capital Management Advisors, Inc.624
0.1% of portfolio›$154.7K
Silver Grove Financial Group, Inc.596
0.1% of portfolio›$147.9K
Wolff Wiese Magana LLC583
0.1% of portfolio›$144.5K
Community Financial Services Group, LLC576
0.0% of portfolio›$143.0K
Arcadia Investment Advisors LLC572
0.1% of portfolio›$141.9K
City State Bank568
0.0% of portfolio›$140.8K
MilWealth Group LLC538
0.0% of portfolio›$133.5K
Register Financial Advisors LLC528
0.0% of portfolio›$130.8K
Provident Wealth Management, LLC516
0.0% of portfolio›$127.9K
Abound Wealth Management511
0.0% of portfolio›$126.6K
IFS Advisors, LLC508
0.0% of portfolio›$126.1K
North Point Portfolio Managers Corp486
0.0% of portfolio›$120.5K
Key Capital Management, Inc482
0.0% of portfolio›$119.5K
Capital Investment Counsel, Inc475
0.0% of portfolio›$117.8K
Cape Investment Advisory, Inc.455
0.0% of portfolio›$112.8K
UMB Private Wealth Management, LLC446
0.1% of portfolio›$110.6K
Concord Wealth Partners444
0.0% of portfolio›$110.1K
Cherry Tree Wealth Management, LLC431
0.0% of portfolio›$106.9K
Burk Holdings LLC418
0.0% of portfolio›$103.6K
Investment Research & Advisory Group, Inc.417
0.0% of portfolio›$103.4K
Financial Consulate, Inc396
0.0% of portfolio›$98.2K
Retirement Wealth Solutions LLC377
0.0% of portfolio›$93.5K
SRH Advisors, LLC370
0.0% of portfolio›$91.7K
CKW Financial Group358
0.0% of portfolio›$89
Westside Investment Management, Inc.344
0.0% of portfolio›$85.3K
North Star Investment Management Corp.335
0.0% of portfolio›$83.0K
MidAtlantic Capital Management, Inc.327
0.0% of portfolio›$81.1K
Hickory Point Bank & Trust327
0.0% of portfolio›$81.1K
Catherine Avery Investment Management LLC320
0.1% of portfolio›$79.3K
Bear Mountain Capital, Inc.314
0.0% of portfolio›$80.3K
Investors Research Corp313
0.0% of portfolio›$77.6K
Noble Wealth Management PBC305
0.0% of portfolio›$75.6K
Rosenberg Matthew Hamilton304
0.0% of portfolio›$75.4K
Polaris Financial Partners303
0.0% of portfolio›$76
Rossmore Private Capital302
0.0% of portfolio›$74.9K
RMG Wealth Management LLC294
0.0% of portfolio›$75.9K
Piscataqua Savings Bank290
0.0% of portfolio›$71.9K
Wealth Enhancement Trust Services, Inc.289
0.0% of portfolio›$71.7K
Simplex Trading, LLC276
0.0% of portfolio›$68.4K
Atlantic Edge Private Wealth Management, LLC271
0.0% of portfolio›$67.2K
Signature Resources Capital Management, LLC267
0.0% of portfolio›$66.2K
Hilton Head Capital Partners, LLC260
0.0% of portfolio›$64.6K
Richardson Financial Services Inc.243
0.0% of portfolio›$60.2K
Global Trust Asset Management, LLC236
0.0% of portfolio›$58.5K
Quaker Wealth Management, LLC234
0.0% of portfolio›$57.9K
Salomon & Ludwin, LLC229
0.0% of portfolio›$56.8K
Valley National Advisers Inc224
0.0% of portfolio›$55.5K
Financial Perspectives, Inc224
0.0% of portfolio›$55.6K
Owl Creek Wealth Partners LLC218
0.0% of portfolio›$54.1K
Davis Capital Management189
0.0% of portfolio›$46.9K
Peoples Financial Services Corp.185
0.0% of portfolio›$45.9K
SJS Investment Consulting Inc.183
0.0% of portfolio›$45.4K
Access Investment Management LLC180
0.0% of portfolio›$44.6K
Center for Financial Planning, Inc.176
0.0% of portfolio›$43.6K
Halbert Hargrove Global Advisors, LLC165
0.0% of portfolio›$40.9K
Triumph Capital Management165
0.0% of portfolio›$40.9K
New England Capital Financial Advisors LLC163
0.0% of portfolio›$40.4K
Advantage Trust Co149
0.0% of portfolio›$36.9K
Holos Integrated Wealth LLC148
0.0% of portfolio›$37.7K
Avion Wealth144
0.0% of portfolio›$35
Richards, Merrill & Peterson, Inc.135
0.0% of portfolio›$33.5K
Armor Investment Advisors, LLC135
0.0% of portfolio›$33.5K
Alta Capital Management LLC/133
0.0% of portfolio›$33.0K
Bell Investment Advisors, Inc129
0.0% of portfolio›$32.0K
Syntax Research, Inc.122
0.0% of portfolio›$30.2K
Reyes Financial Architecture, Inc.121
0.0% of portfolio›$30.0K
Cornerstone National Bank & Trust Co120
0.0% of portfolio›$29.8K
Midwest Capital Advisors, LLC116
0.0% of portfolio›$28.8K
Fiduciary Advisors, Inc.105
0.0% of portfolio›$26.0K
Dynamic Wealth Strategies, LLC100
0.0% of portfolio›$24.8K
Putney Financial Group LLC100
0.0% of portfolio›$24.8K
Chung Wu Investment Group, LLC100
0.0% of portfolio›$24.8K
Wilkerson Advisory Group LLC100
0.0% of portfolio›$24.7K
Financial Management Professionals, Inc.96
0.0% of portfolio›$23.8K
Gen-Wealth Partners Inc87
0.0% of portfolio›$21.6K
Signature Equity Partners, LLC87
0.0% of portfolio›$21.6K
Comprehensive Financial Planning, Inc.85
0.0% of portfolio›$21.1K
Planning Strategies Inc.80
0.0% of portfolio›$19.8K
Richardson Capital Management LLC80
0.0% of portfolio›$19.8K
Virginia Estate & Retirement Planning Advisors Inc.74
0.0% of portfolio›$18.3K
DeDora Capital, Inc.72
0.0% of portfolio›$17.9K
Old Second National Bank of Aurora63
0.0% of portfolio›$15.6K
Downshift Financial, LLC55
0.0% of portfolio›$13.6K
Realta Investment Advisors54
0.0% of portfolio›$13.5K
Nemes Rush Group LLC51
0.0% of portfolio›$12.6K
High Note Wealth, LLC47
0.0% of portfolio›$11.7K
Ascentis Wealth Management, LLC47
0.0% of portfolio›$11.7K
Bullock Wealth Management Group46
0.0% of portfolio›$11.5K
Intelligent Financial Strategies44
0.0% of portfolio›$10.9K
Mosley Wealth Management43
0.0% of portfolio›$11.0K
Rydar Equities, Inc.42
0.0% of portfolio›$10.5K
Godsey & Gibb, Inc42
0.0% of portfolio›$10.4K
Reap Financial Group, LLC41
0.0% of portfolio›$10.2K
BankChampaign, National Association40
0.0% of portfolio›$9.9K
Bfsg, LLC39
0.0% of portfolio›$9.7K
Evolution Wealth Management Inc.36
0.0% of portfolio›$8.9K
Montgomery Financial Services LLC36
0.0% of portfolio›$8.9K
First Community Trust NA36
0.0% of portfolio›$8.9K
Daytona Street Capital LLC35
0.0% of portfolio›$8.8K
Elevated Capital Advisors, LLC33
0.0% of portfolio›$8.2K
Granite Investment Partners, LLC29
0.0% of portfolio›$7.2K
Legacy Bridge, LLC25
0.0% of portfolio›$6.2K
Horizons Wealth Management25
0.0% of portfolio›$6.2K
Quest 10 Wealth Builders, Inc.23
0.0% of portfolio›$5.7K
Dhjj Financial Advisors, Ltd.20
0.0% of portfolio›$5.0K
Toth Financial Advisory Corp20
0.0% of portfolio›$5.0K
Morton Brown Family Wealth, LLC19
0.0% of portfolio›$4.7K
Buck Wealth Strategies, LLC17
0.0% of portfolio›$4.3K
Fairman Group, LLC16
0.0% of portfolio›$4.0K
Markowski Investments16
0.0% of portfolio›$4.0K
IMG Wealth Management, Inc.9
0.0% of portfolio›$2.2K
Main Street Group, LTD8
0.0% of portfolio›$2.0K
Hughes Financial Services, LLC7
0.0% of portfolio›$1.8K
Contravisory Investment Management, Inc.4
0.0% of portfolio›$992
Prudent Man Investment Management, Inc.1
0.0% of portfolio›$217
Prairie Wealth Advisors, Inc.0
0.2% of portfolio›$1.0M
StyleTurnoverLocationFiled
Truist Financial Corp
2,193,198$543.8M0.6%CoreLowCharlotte, NC2026-10-30
Globalt Investments LLC / GA
1,671,977$414.5M14.3%ETFLowAtlanta, GA2026-10-27
Commonwealth Equity Services, LLC
1,510,132$374.4M0.5%ETFLowWaltham, MA2026-11-02
Stairway Partners, LLC
1,317,850$326.7M15.4%ETFVery LowMinneapolis, MN2026-10-02
71 West Capital Partners
1,309,718$324.7M10.6%IndexVery LowBoston, MA2026-11-04
Citigroup Inc
1,297,438$321.7M0.1%CoreMediumNew York, NY2026-11-04
Oakworth Capital, Inc.
877,263$217.5M10.2%ETFLowBirmingham, AL2026-10-26
Waldron Private Wealth LLC
837,362$207.6M7.2%ETFVery LowBridgeville, PA2026-11-02
OpenArc Corporate Advisory, LLC
829,092$205.6M2.3%GrowthLowAtlanta, GA2026-10-21
Creative Planning
500,218$124.0M0.1%IndexVery LowOverland Park, KS2026-11-02
Wealth Enhancement Advisory Services, LLC
498,898$125.7M0.2%CoreLowPlymouth, MN2026-10-13
Cullen T Bankers, Inc.
437,948$108.6M1.1%GrowthLowSan Antonio, TX2026-10-28
Choreo, LLC
415,416$103.0M1.1%IndexLowRockford, IL2026-10-28
Cassaday & Co Wealth Management LLC
400,379$99.3M1.8%ETFVery LowMclean, VA2026-10-27
Marquette Asset Management, LLC
396,744$98.4M12.8%ETFVery LowMinneapolis, MN2026-10-09
Stephens Group Asset Management, LLC
394,433$97.8M5.6%ETFVery LowLittle Rock, AR2026-10-09
Landaas & Co
392,238$97.2M16.0%ETFVery LowMilwaukee, WI2026-10-29
Cedar Mountain Advisors, LLC
373,720$92.7M15.7%ETFVery LowLake Oswego, OR2026-10-15
Modera Wealth Management, LLC
355,595$88.2M0.9%ETFVery LowWestwood, NJ2026-10-28
StoneX Group Inc.
320,407$79.4M2.9%ETFMediumNew York, NY2026-11-03
MV Capital Management, Inc.
319,882$79.3M7.2%ETFLowBethesda, MD2026-10-29
Lido Advisors, LLC
288,174$71.4M0.2%GrowthLowLos Angeles, CA2026-11-04
First Business Financial Services, Inc.
264,391$65.6M5.1%ETFVery LowMadison, WI2026-10-29
Badgley Phelps Wealth Managers, LLC
263,706$65.4M1.1%GrowthVery LowSeattle, WA2026-10-22
Beirne Wealth Consulting Services, LLC
261,067$64.7M12.8%ETFLowShelton, CT2026-10-19
HB Wealth Management, LLC
250,729$62.2M0.3%IndexVery LowAtlanta, GA2026-10-23
Paulson Wealth Management Inc.
249,451$61.8M12.9%ETFLowWest Palm Beach, FL2026-11-02
Concurrent Investment Advisors, LLC
242,556$60.1M0.4%GrowthMediumTampa, FL2026-10-16
Americana Partners, LLC
235,927$58.5M1.3%CoreMediumHouston, TX2026-10-28
Kestra Private Wealth Services, LLC
227,808$56.5M0.6%GrowthLowAustin, TX2026-10-30
Relyea Zuckerberg Hanson LLC
205,814$51.0M4.2%ETFLowStamford, CT2026-10-20
Mission Wealth Management, LP
204,636$50.7M0.8%ETFLowSanta Barbara, CA2026-10-15
Kestra Advisory Services, LLC
202,665$50.2M0.1%CoreLowAustin, TX2026-11-02
Wilmington Savings Fund Society, FSB
199,975$49.6M1.1%CoreLowWilmington, DE2026-10-23
Regions Financial Corp
169,669$42.1M0.3%CoreLowBirmingham, AL2026-11-05
Corundum Group, Inc.
167,207$41.5M10.9%CoreLowColorado Springs, CO2026-10-28
CFS Investment Advisory Services, LLC
164,174$41.3M2.7%ETFMediumTotowa, NJ2026-10-19
Proathlete Wealth Management LLC
159,629$39.6M8.7%ETFVery LowBoca Raton, FL2026-10-15
Pacific Sage Partners, LLC
158,141$39.2M5.1%ETFLowEdmonds, WA2026-10-21
Midwest Trust Co
157,146$39.0M0.4%CoreLowOverland Park, KS2026-10-22
LBJ Family Wealth Advisors, Ltd.
155,598$38.6K19.7%ETFVery LowAustin, TX2026-10-01
Ryan Investment Management, Inc.
155,226$38.5M16.1%ETFVery HighBasalt, CO2026-10-20
Jmac Enterprises LLC
144,360$35.8M6.0%ETFVery LowNewtown, PA2026-10-30
Claro Advisors Inc.
138,385$34.3M3.3%CoreLowBoston, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
136,106$33.7K0.0%ETFLowFairfield, IA2026-11-02
RMR Wealth Builders
132,129$32.8M1.9%ETFLowMontclair, NJ2026-10-22
Capital Advisors, Ltd. LLC
130,006$32.2K0.0%ETFLowShaker Heights, OH2026-10-27
FSA Wealth Partners, Inc.
129,244$32.0M8.7%ETFHighRockville, MD2026-10-26
LWM Advisors Inc
125,487$31.1M23.5%ETFLowEl Dorado Hills, CA2026-10-08
Keybank National Association
124,797$30.9M0.1%CoreLowBrooklyn, OH2026-11-04
First Horizon Corp
123,900$30.7M1.2%CoreLowMemphis, TN2026-10-26
CX Institutional
122,927$30.5K0.8%CoreMediumAuburn, IN2026-10-02
Summa Corp.
119,558$29.6M6.0%Agg GrowthLowThe Woodlands, TX2026-10-30
Bryn Mawr Trust Advisors, LLC
119,480$29.6M1.3%CoreLowPhiladelphia, PA2026-11-04
Nadler Financial Group, Inc.
118,340$29.3M2.5%ETFVery LowDeerfield, IL2026-10-23
Simon Quick Advisors, LLC
116,502$28.9M1.1%ETFLowMorristown, NJ2026-10-26
Oppenheimer Asset Management Inc.
110,017$27.3M0.3%CoreMediumNew York, NY2026-10-27
Fulton Bank, N.A.
108,465$26.9M0.8%CoreLowLancaster, PA2026-10-14
Parkside Financial Bank & Trust
107,338$26.6M1.8%CoreVery LowSaint Louis, MO2026-10-27
Venture Visionary Partners LLC
106,338$26.4M0.7%CoreLowSylvania, OH2026-10-07
PFW Advisors LLC
105,963$26.3M7.8%CoreLowAtlanta, GA2026-10-07
TD Private Client Wealth LLC
105,219$26.1M0.5%ETFLowNew York, NY2026-10-28
AWM Capital, LLC
104,591$25.9M1.8%ETFLowPhoenix, AZ2026-10-16
Investment Partners, Ltd.
104,438$25.9M4.0%ETFVery LowNew Philadelphia, OH2026-10-29
PW Nova Financial Services LLC
90,543$22.4M4.6%ETFLowNewtown, PA2026-10-15
Woodard & Co Asset Management Group Inc
89,346$22.2M3.3%ETFMediumBermuda Run, NC2026-11-03
GHP Investment Advisors, Inc.
85,510$21.2M0.8%CoreVery LowDenver, CO2026-10-15
Ashton Thomas Private Wealth, LLC
83,393$20.7M0.4%CoreMediumScottsdale, AZ2026-11-03
Noble Family Wealth, LLC
81,511$20.2M3.6%ETFVery LowClearwater, FL2026-10-26
Nestegg Advisors, Inc.
79,648$19.7M13.0%ETFLowHauppauge, NY2026-10-21
Sylvest Advisors, LLC
79,486$19.7M8.8%ETFMediumDallas, TX2026-10-26
Fund Evaluation Group, LLC
78,395$19.4M0.5%ETFLowCincinnati, OH2026-11-05
RTD Financial Advisors, Inc.
77,821$19.3M2.1%ETFLowPhiladelphia, PA2026-10-09
VestGen Advisors, LLC
77,151$19.1M0.6%GrowthMediumChicago, IL2026-10-27
Ascent Group, LLC
74,275$18.4M0.6%CoreLowVirginia Beach, VA2026-10-30
Apella Capital, LLC
72,554$18.2M0.2%ETFVery LowWest Hartford, CT2026-10-08
Summit Wealth Group LLC / Co
71,937$17.8M1.1%ETFHighColorado Springs, CO2026-10-29
Willis Johnson Wealth, Inc.
70,789$17.6M1.0%ETFLowHouston, TX2026-11-03
Montag A & Associates Inc
70,320$17.4M0.7%CoreLowAtlanta, GA2026-10-29
Ballast, Inc.
70,071$17.4M3.2%ETFLowLexington, KY2026-10-20
Sonata Capital Group Inc
67,541$16.7M5.3%ETFVery LowSeattle, WA2026-10-19
Berman McAleer LLC
66,933$16.6M1.9%ETFVery LowTimonium, MD2026-10-16
West Bancorporation Inc
65,306$16.2M6.3%ETFLowWest Des Moines, IA2026-10-29
First Citizens Bank & Trust Co
64,478$16.0M0.2%CoreMediumRaleigh, NC2026-10-14
Genesis Private Wealth, LLC
62,640$15.5M4.4%ETFLowAshburn, VA2026-11-02
Breakwater Capital Group
60,249$14.9M1.8%ETFLowParamus, NJ2026-10-09
Avidian Wealth Enterprises, LLC
59,702$14.8M0.4%ETFLowHouston, TX2026-10-08
Certuity, LLC
58,536$14.5M0.7%GARPLowNorth Palm Beach, FL2026-11-02
Oppenheimer & Co Inc
57,124$14.2M0.1%CoreLowNew York, NY2026-10-26
Sagespring Wealth Partners, LLC
56,286$14.0M0.2%ETFLowFranklin, TN2026-10-22
Bokf, NA
54,768$13.6M0.2%CoreLowTulsa, OK2026-10-27
Chicago Partners Investment Group LLC
54,561$14.0M0.3%GARPLowChicago, IL2026-10-27
Prism Advisors, Inc.
53,196$13.4M3.4%ETFMediumStudio City, CA2026-10-09
Wealthcare Advisory Partners LLC
53,016$13.1M0.2%ETFLowWest Chester, PA2026-10-21
Krane Financial Solutions LLC
52,551$13.0M8.2%ETFVery LowCalabasas, CA2026-10-30
XML Financial, LLC
52,397$13.0M0.9%ETFLowBethesda, MD2026-10-29
JFS Wealth Advisors, LLC
52,229$12.9M0.7%ETFVery LowHermitage, PA2026-11-03
Paladin Partners, LLC
51,101$12.7M7.8%ETFVery LowHartland, WI2026-10-06
Valeo Financial Advisors, LLC
48,937$12.1M0.3%ETFLowCarmel, IN2026-10-08
Newton One Investments LLC
48,535$12.0M3.1%ETFVery LowNewark, DE2026-10-14
Canandaigua National Bank & Trust Co
47,708$11.8M1.0%CoreVery LowCanandaigua, NY2026-10-07
FMA Wealth Management, LLC
46,933$11.6M7.3%ETFVery LowDuxbury, MA2026-10-21
Kelsey Financial, LLC
46,885$11.6M9.3%ETFLowMoorpark, CA2026-10-28
Montecito Bank & Trust
46,442$11.5M1.7%GrowthVery LowSanta Barbara, CA2026-10-01
Confluence Investment Management LLC
46,185$11.5M0.2%ValueMediumSt. Louis, MO2026-10-01
Equity Investment Corp
46,001$11.4M0.2%YieldMediumAtlanta, GA2026-11-04
Visionary Wealth Advisors
44,371$11.0M0.4%ETFLowO'Fallon, IL2026-11-04
OFS Enterprise LLC
44,017$10.9M2.9%ETFVery LowKearney, NE2026-10-16
Mather Group, Llc.
43,619$10.8M0.1%ETFMediumChicago, IL2026-10-14
Smith & Howard Wealth Management, LLC
43,226$10.7M2.0%ETFLowAtlanta, GA2026-10-27
Blue Trust, Inc.
42,753$10.6M0.1%ETFLowBrentwood, TN2026-10-15
Morton Capital Management LLC
42,478$10.5M1.3%ETFVery LowCalabasas, CA2026-10-23
Vestor Capital, LLC
41,302$7.7K0.5%ValueMediumChicago, IL2026-11-04
Park Avenue Securities LLC
40,311$10.0K0.0%ETFMediumNew York, NY2026-10-26
Farther Finance Advisors, LLC
40,275$10.0M0.1%IndexLowSan Francisco, CA2026-10-08
Arcadia Wealth Management, LLC
40,135$10.0M3.0%ETFLowManchester, NH2026-10-22
American State Bank (Iowa)
40,039$9.9M3.9%GrowthVery LowSioux Center, IA2026-11-03
Parallel Advisors, LLC
39,658$9.8M0.1%IndexLowSan Francisco, CA2026-11-03
Citizens Financial Group Inc
39,445$9.8M0.1%GrowthLowProvidence, RI2026-10-23
Sunburst Financial Group, LLC
38,698$9.6M1.5%ETFVery LowVestavia Hills, AL2026-10-09
Stegner Investment Associates Inc.
38,395$9.5M4.4%ETFVery LowLouisville, KY2026-10-15
Independence Asset Advisors, LLC
37,250$9.2M2.2%ETFVery LowWynnewood,, PA2026-10-23
Arbor Investment Advisors, LLC
37,064$9.2M1.0%ETFVery LowWinston Salem, NC2026-10-26
Aspiriant, LLC
36,923$9.2M0.2%ETFVery LowLos Angeles, CA2026-10-16
Signaturefd, LLC
36,784$9.1M0.1%IndexLowAtlanta, GA2026-10-23
Segment Wealth Management, LLC
36,569$9.1M0.5%CoreLowHouston, TX2026-10-26
Veratis Advisors, Inc.
36,193$9.0M6.8%ETFN/ACary, NC2026-11-03
Davenport & Co LLC
36,155$9.0M0.0%CoreMediumRichmond, VA2026-10-14
Sowell Financial Services LLC
36,141$9.0M0.3%CoreLowNorth Little Rock, AR2026-10-23
Brighton Jones LLC
35,732$8.9M0.2%CoreVery LowSeattle, WA2026-11-03
DT Investment Partners, LLC
35,451$8.8M0.6%ETFVery LowChadds Ford, PA2026-10-27
Aprio Wealth Management, LLC
35,387$8.8M0.4%ETFMediumAtlanta, GA2026-10-28
Rebalance, LLC
34,721$8.6M0.4%ETFVery LowPalo Alto, CA2026-10-22
Raub Brock Capital Management LP
34,517$8.6M2.6%GrowthMediumLarkspur, CA2026-10-21
Fifth Third Wealth Advisors LLC
34,379$8.5M0.2%IndexVery LowCincinnati, OH2026-10-22
Mullaney, Keating & Wright, Inc.
34,181$8.5M3.9%GrowthVery LowMiddletown, CT2026-10-19
Monument Capital Management
34,034$8.4M1.8%GARPHighAlexandria, VA2026-10-09
Virtue Capital Management, LLC
33,969$8.4M1.1%GrowthHighBrentwood, TN2026-10-29
Sepio Capital, LP
33,951$8.4M0.3%ETFLowSalt Lake City, UT2026-10-22
BIP Wealth, LLC
33,448$8.3M0.2%ETFMediumAtlanta, GA2026-10-22
Eastern Bank
33,132$8.2M0.1%GrowthMediumBoston, MA2026-10-05
Associated Banc-Corp
33,049$8.2M0.2%CoreLowGreen Bay, WI2026-10-30
Northern Lights Advisors, Inc.
32,903$8.2M4.3%ETFVery LowSeattle, WA2026-10-21
Pinnacle Wealth Planning Services, Inc.
32,871$8.1M0.8%GARPLowMansfield, OH2026-10-27
Allen Investment Management, LLC
31,616$7.8M0.1%MomentumMediumNew York, NY2026-11-03
Finley Financial, LLC
31,186$7.7M3.2%ETFVery LowLas Vegas, NV2026-10-28
Quadrant Capital Group LLC
30,822$7.8M0.2%CoreLowCincinnati, OH2026-10-20
Auour Investments LLC
30,778$7.6M2.2%ETFLowWoburn, MA2026-10-28
American Institute for Advanced Investment Management, LLP
30,091$7.5M4.3%ETFLowScottsdale, AZ2026-11-03
Crescent Grove Advisors, LLC
29,450$7.3M0.6%ETFLowLake Forest, IL2026-10-21
Harbour Capital Advisors, LLC
28,927$7.2M1.3%GrowthLowTysons Corner, VA2026-10-13
ARK & TLK Investments, LLC
28,681$7.1M1.7%ETFLowOklahoma City, OK2026-10-20
Nottingham Advisors, Inc.
27,575$6.9M0.8%ETFLowAmherst, NY2026-10-29
Heck Capital Advisors, LLC
27,538$6.8M0.4%ETFMediumRhinelander, WI2026-10-14
Vise Technologies, Inc.
27,535$6.8M0.1%IndexLowNew York, NY2026-10-29
Piedmont Capital Management, LLC
27,500$6.8M4.0%CoreLowGreensboro, NC2026-10-21
Prime Capital Investment Advisors, LLC
27,459$6.8M0.1%ETFLowOverland Park, KS2026-10-20
Ullmann Wealth Partners Group, LLC
27,310$6.8M0.6%ETFLowJacksonville Beach, FL2026-11-02
Equitable Trust Co
27,238$6.8M0.3%CoreLowNashville, TN2026-10-13
Assetmark, Inc
27,178$6.7M0.0%ETFLowConcord, CA2026-10-21
Towerpoint Wealth, LLC
26,949$6.7M2.4%ETFLowSacramento, CA2026-10-13
Cliftonlarsonallen Wealth Advisors, LLC
26,919$6.7M0.1%ETFLowMinneapolis, MN2026-10-14
Perigon Wealth Management, LLC
26,679$6.6M0.1%GrowthLowSan Francisco, CA2026-10-22
Lantz Financial LLC
26,649$6.6M1.2%ETFLowNaperville, IL2026-10-15
Capital Investment Advisors, LLC
26,346$6.5M0.1%CoreLowAtlanta, GA2026-10-22
Harbor Investment Advisory, LLC
26,302$6.5M0.4%GrowthLowLutherville, MD2026-10-13
Provenance Wealth Advisors, LLC
26,260$6.5M0.4%ETFLowFort Lauderdale, FL2026-10-30
Goelzer Investment Management, Inc.
26,194$6.5M0.3%GrowthLowCarmel, IN2026-10-16
Vaquero Private Wealth, LTD
25,828$6.4M1.3%ETFN/ADallas, TX2026-10-27
Hanson & Doremus Investment Management
25,718$6.4K0.0%CoreVery LowBurlington, VT2026-10-16
New England Private Wealth Advisors LLC
24,608$6.1M0.6%ETFVery LowWellesley, MA2026-10-19
Winthrop Advisory Group LLC
24,334$6.0M0.4%ETFVery LowBoston, MA2026-10-22
Hillcrest Wealth Advisors - NY, LLC
24,138$6.0M2.1%ETFVery LowHazlet, NJ2026-10-22
Old National Bancorp
23,933$5.9M0.1%CoreLowEvansville, IN2026-10-20
Diversified Portfolios, Inc.
23,882$5.9M0.4%ETFLowBloomfield Hills, MI2026-11-04
Columbus Macro, LLC
23,552$5.8M0.6%YieldMediumNew Castle, PA2026-10-14
Forte Asset Management LLC
23,288$5.8M2.3%ETFLowBedford, NY2026-10-13
Ashton Thomas Securities, LLC
23,207$5.8M0.6%ETFMediumRochester, NY2026-10-26
NovaPoint Capital, LLC
23,085$5.7M1.2%CoreLowAtlanta, GA2026-10-22
Lanark Financial, Inc.
22,804$5.7M0.4%CoreMediumBirmingham, AL2026-10-26
Aaron Wealth Advisors LLC
22,773$5.6M0.3%GrowthMediumChicago, IL2026-10-13
Ferguson Wellman Capital Management, Inc
22,411$5.6M0.1%CoreLowPortland, OR2026-10-05
Gilbert Capital Group, Inc.
22,213$5.5M3.9%ETFHighNorth Yarmouth, ME2026-10-28
Highland Capital Management, LLC
21,798$5.4M0.2%GrowthMediumMemphis, TN2026-10-26
Simplicity Wealth,LLC
21,102$5.2M0.2%ETFLowSummit, NJ2026-10-23
Mutual of America Capital Management LLC
21,081$5.2M0.1%IndexLowNew York, NY2026-10-23
Apollon Wealth Management, LLC
20,830$5.2M0.1%GrowthLowMount Pleasant, SC2026-10-23
Spire Wealth Management
20,777$5.2M0.2%GrowthMediumMclean, VA2026-10-30
HMS Capital Management, LLC
20,531$5.1M1.9%GrowthMediumNashville, TN2026-10-20
Prospera Financial Services Inc
20,374$5.3M0.1%CoreMediumDallas, TX2026-11-04
1900 Wealth Management LLC
20,165$5.0M0.3%ETFLowSan Antonio, TX2026-10-13
Gamma Investing LLC
19,565$4.9M0.2%IndexVery LowFoster City, CA2026-10-08
Principal Financial Group Inc
19,465$4.8M0.0%CoreLowDes Moines, IA2026-11-02
St. Louis Trust Co
19,418$4.8M0.5%ETFVery LowSaint Louis, MO2026-11-03
D.A. Davidson & Co.
19,354$4.8M0.0%CoreLowGreat Falls, MT2026-10-28
Carret Asset Management, LLC
19,283$4.8M0.4%CoreVery LowNew York, NY2026-11-04
Courier Capital LLC
19,255$4.8M0.2%ETFLowBuffalo, NY2026-10-19
Fifth Third Securities, Inc.
19,175$4.8M0.2%ETFLowCincinnati, OH2026-10-21
FC Advisory LLC
19,106$4.7M1.2%ETFVery LowWest Chester, PA2026-10-05
Dixon Fnancial Services, Inc.
18,930$4.7M1.9%ETFVery LowLafayette, CA2026-10-23
Acropolis Investment Management, LLC
18,811$4.7M0.2%ETFLowSt. Louis, MO2026-10-08
Procyon Advisors, LLC
18,501$4.6M0.2%CoreVery LowShelton, CT2026-10-21
Busey Bank
18,453$4.6M0.1%GrowthVery LowUrbana, IL2026-10-26
Sage Financial Group Inc
18,432$4.6M0.3%ETFVery LowW. Conshohocken, PA2026-10-27
Elevation Point Wealth Partners, LLC
18,386$4.6M0.1%CoreHighDenver, CO2026-11-05
Atria Investments, Inc
18,023$4.5M0.0%CoreMediumCharlotte, NC2026-10-15
Aureum Wealth Management, LLC
17,922$4.4M2.7%ETFLowNorth Palm Beach, FL2026-10-15
Foundation Wealth Management, Llc\pa
17,911$4.4M1.5%ETFLowMedia, PA2026-10-14
Argyle Capital Partners, LLC
17,851$4.4M2.7%CoreLowLos Angeles, CA2026-10-23
Intrua Financial, LLC
17,748$4.4M0.4%ETFMediumHouston, TX2026-10-28
W Advisors, LLC
17,744$4.4M1.9%CoreLowGermantown, TN2026-11-02
Beam Wealth Advisors, Inc.
17,699$4.4M0.9%ETFMediumCovington, LA2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
17,236$4.3M0.1%GrowthVery LowSeattle, WA2026-10-27
McKinley Carter Wealth Services, Inc.
17,225$4.3M0.2%ETFMediumWheeling, WV2026-10-16
Fiduciary Financial Group, LLC
16,502$4.1M0.5%ETFLowSan Rafael, CA2026-10-13
Atwater Malick LLC
16,348$4.1M0.9%CoreLowLancaster, PA2026-10-15
Precedent Wealth Partners, LLC
16,191$4.0M0.6%ETFMediumHouston, TX2026-10-21
Affinity Capital Advisors, LLC
15,858$4.0M0.5%ETFLowBerkeley, CA2026-10-13
Caliber Wealth Management, LLC / KS
15,697$3.9M0.4%ETFLowOverland Park, KS2026-11-04
True Private Wealth Advisors
15,689$3.9M0.3%ETFMediumSalem, OR2026-10-19
Sapient Capital LLC
15,515$3.8M0.1%GrowthMediumIndianapolis, IN2026-10-08
Gilliland Jeter Wealth Management LLC
15,203$3.8M1.0%GrowthVery LowLittle Rock, AR2026-10-28
Anchyra Partners LLC
15,095$3.7M0.8%CoreLowAtlanta, GA2026-10-13
Premier Path Wealth Partners, LLC
15,082$3.7M0.4%GrowthMediumMadison, NJ2026-10-16
Magnus Financial Group LLC
15,026$3.7M0.2%ETFLowNew York, NY2026-10-21
Midwest Professional Planners, Ltd.
14,877$3.7M0.7%GrowthMediumWausau, WI2026-10-29
NTV Asset Management LLC
14,815$3.7M0.3%GrowthLowCharleston, WV2026-10-23
Evanson Financial, LLC
14,778$3.7M0.2%ETFN/AMclean, VA2026-10-23
Glenview Trust Co
14,741$3.7M0.0%GrowthVery LowLouisville, KY2026-10-28
Avior Wealth Management, LLC
14,700$3.6M0.1%ETFMediumOmaha, NE2026-10-13
Pathway Financial Advisors LLC
14,660$3.6M0.4%ETFLowSouth Burlington, VT2026-10-07
Boston Trust Walden Corp
14,638$3.6M0.0%CoreLowBoston, MA2026-10-30
Golden State Wealth Management, LLC
14,532$3.6M0.3%ETFMediumSanta Ana, CA2026-11-02
Clientfirst Wealth Management, LLC
14,416$3.6M2.6%Deep ValueVery LowLittle Rock, AR2026-11-04
Ironsides Asset Advisors, LLC
14,365$3.6M0.9%ETFVery LowRocky Mount, NC2026-10-20
EPG Wealth Management LLC
14,344$3.6M0.8%GrowthLowAtlanta, GA2026-11-03
Brookstone Capital Management
14,341$3.6M0.0%ETFMediumWheaton, IL2026-10-22
BG Investment Services, LLC
14,316$3.5M0.5%GrowthVery LowHagatna, GU2026-10-23
Colorado Capital Management, Inc.
14,268$3.5K0.0%ETFVery LowBoulder, CO2026-10-15
Autumn Glory Partners, LLC
14,259$3.5M1.0%CoreMediumDallas, TX2026-10-26
Accredited Investors Inc.
14,252$3.5M0.2%ETFLowEdina, MN2026-11-03
Quadcap Wealth Management, LLC
13,954$3.5M0.3%ETFLowFrisco, TX2026-11-02
Saxon Interests, Inc.
13,929$3.5M1.2%ETFMediumHouston, TX2026-10-26
Flagstar Securities, Inc
13,628$3.4M1.0%ETFVery LowNew York, NY2026-10-15
Grove Bank & Trust
13,544$3.4M0.3%ETFLowMiami, FL2026-10-08
Eagle Strategies LLC
13,294$3.3M0.3%ETFLowNew York, NY2026-10-16
Cahaba Wealth Management, Inc.
13,154$3.3M0.2%ETFVery LowAtlanta, GA2026-10-26
Flywheel Private Wealth LLC
12,903$3.2M1.6%ETFVery LowLos Altos, CA2026-11-02
Stage Harbor Financial, LLC
12,840$3.2M1.8%ETFVery LowWestwood, MA2026-11-03
Integrity Alliance, Llc.
12,831$3.2M0.1%ETFMediumUrbandale, IA2026-10-29
Grant Street Asset Management, Inc.
12,828$3.2M0.5%ETFVery LowCanonsburg, PA2026-10-26
Chemung Canal Trust Co
12,787$3.2M0.6%CoreLowElmira, NY2026-11-04
Focus Financial Network, Inc.
12,678$3.1M0.1%ETFLowMinneapolis, MN2026-10-14
Applied Finance Capital Management, LLC
12,649$3.1M0.2%CoreMediumSan Juan, PR2026-11-03
Schaper Benz & Wise Investment Counsel Inc
12,555$3.1M0.2%CoreVery LowNeenah, WI2026-10-09
Argos Wealth Advisors, LLC
12,542$3.1M0.8%GrowthLowSacramento, CA2026-11-02
Cornerstone Wealth Advisors, Inc.
12,537$3.1M0.7%ETFLowEdina, MN2026-10-16
MGO One Seven LLC
12,497$3.1M0.1%GrowthLowBeachwood, OH2026-10-28
RFG Advisory, LLC
12,448$3.1M0.0%ETFMediumBirmingham, AL2026-11-03
Dynamic Financial Group
12,429$3.1M2.2%ETFLowCedar Falls, IA2026-10-28
Ascent Wealth Partners, LLC
12,353$3.1M0.3%GrowthLowNew Hartford, NY2026-10-23
Evermay Wealth Management LLC
12,343$3.1M0.3%ETFLowArlington, VA2026-11-05
Indivisible Partners
12,315$3.1M0.1%GrowthMediumClearwater, FL2026-10-26
Allstreet Capital Advisors LLC
12,306$3.1M2.0%ETFVery LowLos Angeles, CA2026-11-04
Central Valley Advisors, LLC
12,285$3.0M0.8%CoreLowSacramento, CA2026-10-27
SilverOak Wealth Management LLC
12,233$3.0M0.4%ETFVery LowEdina, MN2026-10-29
Cyndeo Wealth Partners, LLC
12,196$3.0M0.1%CoreMediumSt. Petersburg, FL2026-10-16
IFP Advisors, Inc
12,095$3.0M0.1%GrowthLowTampa, FL2026-10-16
AlphaCentric Advisors LLC
12,020$3.0M2.6%CoreHighSan Juan, PR2026-11-03
Atlas Brown,Inc.
11,859$2.9M0.8%GrowthLowLouisville, KY2026-10-09
Wedbush Securities Inc
11,813$2.9K0.0%CoreLowPasadena, CA2026-10-22
Nolet Wealth Management, LLC
11,725$2.9M1.6%ETFMediumFort Worth, TX2026-10-15
Grimes & Co Wealth Management, LLC
11,665$2.9M0.1%CoreLowWestborough, MA2026-10-29
Encompass Wealth Advisors, LLC
11,582$2.9M0.4%ETFVery LowPortland, OR2026-10-15
Montis Financial, LLC
11,446$2.8M0.6%ETFLowWaltham, MA2026-11-04
Invested Advisors
11,187$2.8M2.4%CoreMediumState College, PA2026-10-23
Allspring Global Investments Holdings, LLC
11,162$2.8M0.0%CoreMediumCharlotte, NC2026-11-04
Rinkey Investments
11,142$2.8M0.7%ETFLowSan Diego, CA2026-10-28
EverSource Wealth Advisors, LLC
11,128$2.8M0.1%CoreMediumBirmingham, AL2026-11-04
Dynamic Advisor Solutions LLC
11,110$2.8M0.1%ETFLowPhoenix, AZ2026-10-13
SAX Wealth Advisors, LLC
11,008$2.7M0.1%ETFVery LowParsippany, NJ2026-10-13
CJM Wealth Advisers, Ltd.
10,962$2.7M0.7%ETFVery LowFalls Church, VA2026-10-27
Johnson Financial Group, LLC
10,954$2.7M0.1%ETFLowDenver, CO2026-11-03
Cambiar Investors LLC
10,853$2.7M0.1%ValueMediumDenver, CO2026-11-04
Baron Financial Group, LLC
10,806$2.7M1.3%ETFVery LowFair Lawn, NJ2026-10-09
Fortress Financial Group, LLC
10,778$2.7M1.3%ETFMediumRochester, MN2026-10-21
Forum Financial Management, LP
10,758$2.7M0.0%ETFLowLombard, IL2026-10-16
Wealth Dimensions Group, Ltd.
10,660$2.6M0.4%ETFLowCincinnati, OH2026-11-02
Verdence Capital Advisors LLC
10,648$2.6M0.1%CoreMediumHunt Valley, MD2026-10-26
Nova Financial LLC
10,381$2.6M1.1%N/AN/ATucson, AZ2026-11-04
Manchester Capital Management LLC
10,284$2.5M0.3%CoreLowManchester, VT2026-10-22
Private Trust Co NA
10,254$2.5M0.2%CoreLowCleveland, OH2026-10-20
Mattern Capital Management, LLC
10,246$2.5M0.3%CoreMediumLakewood, CO2026-11-02
jvl associates llc
10,211$2.5M0.7%ETFLowWyoming, MI2026-10-09
Northeast Investment Management
10,088$2.5M0.1%GrowthVery LowBoston, MA2026-10-30
Summit Financial Strategies, Inc.
10,059$2.5M0.2%ETFLowColumbus, OH2026-10-14
Titleist Asset Management, LLC
10,058$2.5M0.2%ETFLowSan Antonio, TX2026-10-08
Security Financial Services, Inc.
10,030$2.5M0.3%ETFMediumFort Wayne, IN2026-10-29
Investmark Advisory Group LLC
10,002$2.5M0.8%ETFVery LowShelton, CT2026-10-27
Advisory Resource Group
9,997$2.5M0.4%GARPMediumTulsa, OK2026-10-26
WestHill Financial Advisors, Inc.
9,918$2.5M0.4%ETFVery LowSan Rafael, CA2026-10-14
Providence First Trust Co
9,911$2.5M0.8%ETFMediumScottsdale, AZ2026-11-02
Glass Jacobson Investment Advisors llc
9,911$2.5M0.8%ETFLowOwings Mills, MD2026-10-26
Bond & Devick Financial Network, Inc.
9,876$2.4M0.6%ETFVery LowSt. Louis Park, MN2026-10-23
Beacon Advisors Holdings, LLC
9,864$2.4M1.2%ETFVery LowAustin, TX2026-10-27
CGN Advisors LLC
9,860$2.4M0.2%ETFLowManhattan, KS2026-10-21
Kingswood Wealth Advisors, LLC
9,850$2.4M0.1%GrowthLowSan Diego, CA2026-10-23
LEE Danner & Bass Inc
9,799$2.4M0.1%ValueVery LowNashville, TN2026-10-27
Element Pointe Advisors, LLC
9,764$2.4M0.3%ETFLowMiami, FL2026-10-21
Avantax Planning Partners, Inc.
9,724$2.4M0.1%ETFLowDubuque, IA2026-11-03
Secure Asset Management, LLC
9,699$2.4M0.3%GrowthMediumTroy, MI2026-10-19
RF&L Wealth Management, LLC
9,575$2.4M1.6%ETFVery LowActon, MA2026-10-20
Foster Dykema Cabot & Partners, LLC
9,483$2.4M0.1%GrowthLowWaltham, MA2026-10-30
Y-Intercept (Hong Kong) Ltd
9,425$2.3M0.1%ValueVery HighHong Kong, South Korea2026-10-16
Walled Lake Planning & Wealth Management, LLC
9,378$2.3M0.6%ETFLowHighland Park, IL2026-10-29
Calamos Wealth Management LLC
9,338$2.3M0.1%GrowthMediumNaperville, IL2026-11-02
GenWealth Group, Inc.
9,334$2.3M0.4%ETFMediumMaplewood, NJ2026-10-16
Trust Point Inc.
9,304$2.3M0.2%CoreMediumLa Crosse, WI2026-10-27
GFS Advisors, LLC
9,283$2.3M0.2%CoreLowHouston, TX2026-11-03
Verus Financial Partners, Inc.
9,204$2.3M0.2%ETFVery LowRichmond, VA2026-10-29
Gryphon Financial Partners LLC
9,160$2.3M0.2%IndexLowColumbus, OH2026-11-04
Mainstream Capital Management LLC
9,119$2.3M1.3%GrowthLowLos Angeles, CA2026-10-23
Centerpoint Advisory Group
9,088$2.3M1.4%ETFLowOverland Park, KS2026-10-23
ZWJ Investment Counsel Inc
9,074$2.2M0.1%CoreLowAtlanta, GA2026-10-15
Angeles Wealth Management, LLC
9,024$2.2M0.1%ETFLowSanta Monica, CA2026-10-26
BigSur Wealth Management LLC
8,980$2.2M0.5%GrowthLowMiami, FL2026-10-13
Next Level Private LLC
8,979$2.2M0.4%CoreVery LowHarrison, NY2026-10-20
Insight Inv LLC
8,971$2.2M1.1%CoreVery LowEl Segundo, CA2026-10-27
Maryland Capital Advisors Inc.
8,957$2.2M0.7%ETFVery LowChester, MD2026-10-15
McGlone Suttner Wealth Management, Inc.
8,925$2.2M0.3%ETFVery LowAppleton, WI2026-10-13
Columbia Bank
8,860$2.2M0.5%GrowthLowLake Oswego, OR2026-10-29
Fiduciary Family Office, LLC
8,824$2.2M0.5%GrowthLowBoca Raton, FL2026-11-04
InvesTrust
8,820$2.2M0.9%CoreLowOklahoma City, OK2026-10-14
HUB Investment Partners, LLC
8,716$2.2M0.0%GrowthLowAustin, TX2026-11-03
Mycio Wealth Partners, LLC
8,715$2.2M0.4%Deep ValueVery LowPhiladelphia, PA2026-11-04
Indiana Trust & Investment Management Co
8,704$2.2M0.6%GrowthLowMishawaka, IN2026-10-22
Benedict Financial Advisors Inc
8,701$2.2M0.4%CoreVery LowAtlanta, GA2026-10-07
Luts & Greenleigh Group, Inc.
8,654$2.1M1.6%CoreVery LowBethesda, MD2026-11-05
Steph & Co
8,654$2.1M0.5%ETFLowMarinette, WI2026-10-07
True North Advisors, LLC
8,586$2.1M0.2%CoreMediumDallas, TX2026-10-22
AlphaCore Capital LLC
8,552$2.1M0.0%ETFLowLa Jolla, CA2026-11-04
Clearwave Capital, LLC
8,484$2.1M1.1%GrowthLowUpland, CA2026-10-27
David Kennon Inc
8,477$2.1M0.7%ETFLowSarasota, FL2026-10-13
RKL Wealth Management LLC
8,471$2.1M0.2%ETFVery LowLancaster, PA2026-10-16
Tactive Advisors, LLC
8,392$2.1M0.5%ETFHighJacksonville, FL2026-10-08
Sage Mountain Advisors LLC
8,279$2.1M0.1%ETFLowAtlanta, GA2026-11-02
Horizon Wealth Management, LLC
8,274$2.1M0.3%ETFVery HighLa Grange, IL2026-11-02
Capital Asset Advisory Services LLC
8,246$2.1M0.1%ETFLowWilliamston, MI2026-10-30
Pinnacle Associates LTD
8,221$2.0M0.0%CoreLowNew York, NY2026-10-20
Myecfo, LLC
8,215$2.0M0.8%ETFVery LowLa Jolla, CA2026-10-14
Gateway Investment Advisers LLC
8,183$2.0M0.0%GrowthLowCincinnati, OH2026-10-13
Kanawha Capital Management LLC
8,169$2.0M0.1%CoreVery LowRichmond, VA2026-10-19
Barrett & Company, Inc.
8,118$2.0M0.6%ETFLowProvidence, RI2026-10-22
Advisor OS, LLC
8,017$2.0M0.1%ETFMediumChicago, IL2026-11-03
Revolve Wealth Partners, LLC
7,953$2.0M0.2%ETFVery LowHackensack, NJ2026-10-23
Diversify Wealth Management, LLC
7,938$2.0M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
7,938$2.0M0.0%GrowthLowSandy, UT2026-10-20
B. Riley Wealth Advisors, Inc.
7,864$1.9M0.1%GrowthLowMemphis, TN2026-10-13
Great Waters Wealth Management
7,848$1.9M0.2%ETFVery LowShoreview, MN2026-10-07
PKS Advisory Services, LLC
7,832$1.9M0.3%ETFMediumAlbany, NY2026-10-26
Nabity-Jensen Investment Management Inc
7,818$1.9M1.2%ETFVery LowOmaha, NE2026-10-23
Balboa Wealth Partners
7,775$1.9M0.3%Agg GrowthMediumScottsdale, AZ2026-10-20
Oak Barrel Wealth Advisory LLC
7,738$1.9M0.8%ETFN/AReston, VA2026-11-05
Zenith Solutions, Inc.
7,738$1.9M1.7%ETFN/APhiladelphia, PA2026-10-19
Greenleaf Trust
7,733$1.9M0.0%CoreLowKalamazoo, MI2026-10-29
Key FInancial Inc
7,733$1.9M0.3%ETFLowWest Chester, PA2026-11-02
Arvest Investments, Inc.
7,724$1.9M0.2%ETFLowLowell, AR2026-10-21
Phillips Financial Management, LLC
7,719$1.9M0.1%ETFVery LowFort Wayne, IN2026-10-19
Global View Capital Management LLC
7,715$1.9M0.4%ETFHighWaukesha, WI2026-10-28
Affiance Financial, LLC
7,637$1.9M0.3%ETFVery LowSt. Louis Park, MN2026-10-15
Bannerman Wealth Management Group, LLC
7,634$1.9M1.1%ETFVery LowLewisville, TX2026-10-09
Ascentis Independent Advisors
7,493$1.9M0.1%ETFLowDallas, TX2026-11-03
Beacon Financial Group
7,442$1.8M0.2%ETFMediumDallas, TX2026-10-19
Kestra Investment Management, LLC
7,416$1.8M0.0%ETFMediumAustin, TX2026-11-04
Financial Discovery Group Inc
7,350$1.8M3.9%ETFN/AAtlanta, GA2026-11-03
Breachway Investments LLC
7,320$1.8M2.8%ETFLowCharlestown, RI2026-10-19
MMA Asset Management LLC
7,264$1.8M0.6%ETFMediumNew York, NY2026-11-02
Cambridge Capital Management, LLC
7,260$1.8M0.7%ETFVery LowO'Fallon, IL2026-10-19
Legacy Advisors, LLC
7,257$1.8M0.2%ETFLowPlymouth Meeting, PA2026-10-19
Enclave Advisors LLC
7,096$1.8M0.2%ETFMediumAustin, TX2026-10-14
Opus Capital Group, LLC
7,092$1.8K0.0%ETFVery LowCincinnati, OH2026-10-30
Prosperity Planning, Inc.
7,019$1.7M0.4%ETFVery LowNorth Kansas City, MO2026-10-09
Almanack Investment Partners, Llc.
6,983$1.7M0.2%ETFMediumNewtown Square, PA2026-11-03
Global Wealth Management, LLC
6,964$1.7M0.9%ETFLowKingston, NJ2026-10-15
Global Strategic Investment Solutions, LLC
6,864$1.7M0.1%ETFLowScottsdale, AZ2026-10-16
Greenspring Advisors, LLC
6,850$1.7M0.1%ETFVery LowTowson, MD2026-11-05
Texas Bank & Trust Co
6,838$1.7M0.6%CoreLowLongview, TX2026-11-04
Community Trust & Investment Co
6,820$1.7M0.1%CoreLowLexington, KY2026-10-15
Keystone Wealth Services, LLC
6,819$1.7M0.3%ETFHighPalm Desert, CA2026-11-03
Southern Michigan Bank & Trust
6,808$1.7M0.6%ETFLowColdwater, MI2026-10-19
First Hawaiian Bank
6,771$1.7M0.2%ETFVery LowHonolulu, HI2026-10-14
Garde Capital, Inc.
6,771$1.7M0.1%ETFLowSeattle, WA2026-10-29
Bensler, LLC
6,713$1.7M0.2%MomentumMediumBellevue, WA2026-11-05
Tannin Capital LLC
6,654$1.6M1.2%CoreMediumCharlotte, NC2026-11-05
McCarley & Cook Financial Planners
6,640$1.6M1.2%ETFLowCincinnati, OH2026-10-21
TCI Wealth Advisors, Inc.
6,584$1.6M0.1%ETFLowTucson, AZ2026-10-30
Krilogy Financial LLC
6,584$1.7M0.0%GrowthLowSt. Louis, MO2026-10-13
Frederick Financial Consultants, LLC
6,569$1.6M0.7%ETFVery LowFrederick, MD2026-10-29
Cooke Wealth Management, LLC
6,564$1.6M1.4%ETFVery LowIrvine, CA2026-10-13
Asset Dedication, LLC
6,510$1.6M0.1%ETFLowSan Francisco, CA2026-11-03
Independent Financial Group, LLC
6,499$1.6M0.0%GrowthLowSan Diego, CA2026-10-13
Canvas Wealth Advisors, LLC
6,480$1.7M0.2%GrowthLowShawnee, KS2026-11-02
Verum Partners LLC
6,450$1.6M0.3%ETFLowCharlotte, NC2026-10-21
Market Street Wealth Management Advisors LLC
6,437$1.6M0.2%ETFMediumIndianapolis, IN2026-10-09
Bailard, Inc.
6,425$1.6M0.0%GrowthMediumFoster City, CA2026-10-13
City Holding Co
6,390$1.6M0.2%CoreLowCharleston, WV2026-10-19
Legacy Capital Wealth Partners, LLC
6,370$1.6M0.3%CoreMediumLittle Rock, AR2026-10-21
Cooper Financial Group
6,357$1.6M0.1%GrowthMediumIrvine, CA2026-10-07
Accurate Wealth Management, LLC
6,332$1.6M0.1%CoreMediumWesley Chapel, FL2026-10-20
Gainline Financial Partners, LLC
6,298$1.6M1.4%ETFN/ALouisville, CO2026-10-15
Sigma Investment Counselors Inc
6,259$1.6M0.1%ETFLowNorthville, MI2026-10-27
Stableford Capital II LLC
6,240$1.5M0.5%CoreHighScottsdale, AZ2026-10-09
Thrive Wealth Management, LLC
6,239$1.5M0.2%ETFVery LowAudubon, PA2026-10-13
Tranquility Partners, LLC
6,226$1.5M0.5%CoreLowBrentwood, TN2026-10-20
High Probability Advisors, LLC
6,221$1.5M0.2%ETFVery LowPittsford, NY2026-10-19
Matrix Asset Advisors Inc
6,191$1.5M0.1%ValueLowWhite Plains, NY2026-10-13
Forvis Mazars Wealth Advisors, LLC
6,182$1.5M0.0%ETFVery LowSpringfield, MO2026-10-13
Crusonia Wealth Advisors LLC
6,110$1.5M0.2%ETFVery LowDenver, CO2026-10-26
Seneca Financial Advisors LLC
6,095$1.5M0.4%ETFLowRochester, NY2026-10-28
Independent Solutions Wealth Management, LLC
6,086$1.5M0.2%GrowthLowWilliamsville, NY2026-10-28
Turtle Creek Wealth Advisors, LLC
6,085$1.5M0.1%GrowthLowDallas, TX2026-10-15
Meridian Wealth Management, LLC
6,082$1.5M0.0%GrowthLowLexington, KY2026-11-05
Connecticut Wealth Management, LLC
6,050$1.5M0.1%ETFLowFarmington, CT2026-10-13
Whitegate Investment Counselors, Inc.
6,031$1.5M0.4%ETFVery LowConcord, NH2026-11-02
Clear Harbor Asset Management, LLC
6,004$1.5M0.1%CoreLowStamford, CT2026-11-05
Warwick Investment Management, Inc.
6,003$1.5M0.2%ETFLowBryan, TX2026-10-19
Trust Co of the South
6,000$1.5M0.2%ETFLowGreensboro, NC2026-10-21
Amplius Wealth Advisors, LLC
5,987$1.5M0.1%ETFLowBlue Bell, PA2026-10-20
Robertson Stephens Wealth Management, LLC
5,987$1.5M0.0%ETFMediumSan Francisco, CA2026-10-16
Strategic Blueprint, LLC
5,909$1.5M0.1%ETFLowAtlanta, GA2026-10-22
MLG Wealth Management DBA Pine Grove Financial Group
5,845$1.4M0.1%ETFMediumWoodbury, MN2026-10-13
Certified Advisory Corp
5,763$1.4M0.1%ETFLowAltamonte Springs, FL2026-10-29
McAdam, LLC
5,754$1.4M0.1%ETFLowPhiladelphia, PA2026-10-21
Mascoma Wealth Management LLC
5,699$1.4M0.3%ETFVery LowHanover, NH2026-10-23
Middleton & Co Inc
5,696$1.4M0.1%GrowthLowBoston, MA2026-10-23
Capital Advantage, Inc.
5,695$1.4M0.2%ETFMediumWalnut Creek, CA2026-10-14
Sendero Wealth Management, LLC
5,693$1.4M0.1%GARPLowSan Antonio, TX2026-10-14
Fragasso Financial Advisors Inc
5,649$1.4M0.1%ETFLowSewickley, PA2026-10-13
JSF Financial, LLC
5,640$1.4M0.2%ETFMediumLos Angeles, CA2026-10-22
Apollon Financial, LLC
5,615$1.4M0.2%ETFVery LowMount Pleasant, SC2026-10-23
CRA Financial Services, LLC
5,571$1.4M0.2%ETFVery LowNorthfield, NJ2026-10-16
United Advisor Group, LLC
5,555$1.4M0.1%ETFLowCincinnati, OH2026-11-03
Elyxium Wealth, LLC
5,541$1.4M0.1%GrowthVery LowBeverly Hills, CA2026-10-27
Strategic Family Wealth Counselors, L.L.C.
5,506$1.4M0.3%ETFVery LowFairfield, NJ2026-10-29
Loring Wolcott & Coolidge Fiduciary Advisors LLP
5,467$1.4M0.0%GrowthVery LowBoston, MA2026-10-23
Evergreen Capital Management LLC
5,427$1.3M0.0%GARPMediumBellevue, WA2026-10-23
Blueline Advisors LLC
5,402$1.3M0.9%ETFLowExeter, NH2026-10-15
Fairvoy Private Wealth, LLC
5,397$1.3M0.3%GrowthMediumBirmingham, AL2026-10-19
BlueChip Wealth Advisors LLC
5,350$1.3M0.4%ETFMediumMilton, GA2026-11-03
Adirondack Trust Co
5,346$1.3M0.4%GrowthLowSaratoga Springs, NY2026-10-14
Alamar Capital Management, LLC
5,341$1.3M0.7%GrowthMediumSanta Barbara, CA2026-11-02
Facet Wealth, Inc.
5,320$1.3M0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Fortitude Family Office, LLC
5,300$1.3M0.2%ETFMediumScottsdale, AZ2026-10-14
Parisi Gray Wealth Management
5,294$1.3M0.3%GrowthLowMendham, NJ2026-10-16
Yankcom Partnership
5,290$1.3M0.5%CoreVery LowYankton, SD2026-10-15
Cornerstone Wealth Management, LLC
5,254$1.3M0.1%ETFVery LowSt. Peters, MO2026-11-04
Orgel Wealth Management, LLC
5,240$1.3M0.0%ETFMediumAltoona, WI2026-10-14
Burke & Herbert Bank & Trust Co
5,237$1.3M0.3%CoreVery LowAlexandria, VA2026-11-02
JP Wealth Management, Inc.
5,216$1.3M0.8%ETFLowMt. Pleasant, SC2026-10-07
Sharkey, Howes & Javer
5,203$1.3M0.2%ETFMediumDenver, CO2026-10-22
Anderson Hoagland & Co
5,183$1.3M0.1%ETFLowSt Louis, MO2026-10-23
International Assets Investment Management, LLC
5,178$1.3M0.1%CoreVery HighOrlando, FL2026-11-02
First National Trust Co
5,164$1.3M0.0%GrowthLowJohnstown, PA2026-10-28
Higgins & Schmidt Wealth Strategies LLC
5,151$1.3M0.5%ETFLowDenver, CO2026-10-26
Phillip James Consulting Co.
5,146$1.3M0.9%ETFVery HighPlymouth, MN2026-11-03
Cambridge Financial Group, LLC
5,145$1.2M0.4%ETFLowTucson, AZ2026-10-06
Daymark Wealth Partners, LLC
5,123$1.3M0.0%CoreLowCincinnati, OH2026-11-04
Tassel Capital Management, Inc.
5,122$1.3M0.6%ETFLowMatthews, NC2026-10-20
Bison Wealth, LLC
5,053$1.3M0.1%GrowthMediumAtlanta, GA2026-10-13
Sidoxia Capital Management, LLC
4,992$1.2M0.9%GrowthLowNewport Beach, CA2026-10-28
Uptick Partners, LLC
4,968$1.2M0.2%ETFLowNacogdoches, TX2026-11-04
Gibson Capital, LLC
4,945$1.2M0.2%ETFVery LowWexford, PA2026-10-23
Wesbanco Bank Inc
4,938$1.2M0.0%CoreLowWheeling, WV2026-11-04
Kornitzer Capital Management Inc
4,925$1.2M0.0%CoreLowShawnee Mission, KS2026-11-03
Wedmont Private Capital
4,906$1.2M0.0%IndexVery LowWest Chester, PA2026-10-09
Elmwood Wealth Management, Inc.
4,892$1.2M0.3%ETFLowBerkeley, CA2026-10-14
Willow Creek Wealth Management Inc.
4,886$1.2M0.1%ETFVery LowSebastopol, CA2026-10-26
Annex Advisory Services, LLC
4,848$1.2M0.0%GrowthHighBrookfield, WI2026-10-16
Robinson Value Management, Ltd.
4,818$1.2M0.7%YieldHighSan Antonio, TX2026-10-20
Symmetry Partners, LLC
4,796$1.2M0.1%ETFLowGlastonbury, CT2026-10-27
J. Safra Sarasin Holding AG
4,764$1.2M0.0%CoreMediumBasel, Switzerland2026-10-26
M Holdings Securities, Inc.
4,763$1.2K0.0%ETFHighPortland, OR2026-11-03
Elevate Wealth Advisory, Inc
4,627$1.1M0.6%ETFVery LowAthens, GA2026-10-29
Patten Group, Inc.
4,619$1.1M0.2%CoreLowChattanooga, TN2026-10-26
Root Financial Partners, LLC
4,607$1.1M0.0%ETFMediumEncinitas, CA2026-10-21
Smead Capital Management, Inc.
4,586$1.1M0.0%Deep ValueLowPhoenix, AZ2026-10-16
Rodgers & Associates, LTD
4,564$1.1M0.1%ETFVery LowLancaster, PA2026-10-20
Chesley Taft & Associates LLC
4,543$1.1M0.0%CoreLowChicago, IL2026-10-13
Woodside Wealth Management LLC
4,535$1.1M0.8%ETFVery LowFramingham, MA2026-10-16
First Bank & Trust
4,521$1.1M0.2%CoreLowBrookings, SD2026-10-19
MBL Wealth, LLC
4,494$1.1M0.1%ETFLowCharlotte, NC2026-10-22
Walkner Condon Financial Advisors LLC
4,477$1.1M0.1%ETFLowVerona, WI2026-11-02
Guidance Point Advisors, LLC
4,474$1.1M0.2%ETFVery LowWellesley, MA2026-10-15
Latitude Advisors, LLC
4,472$1.1M0.3%ETFLowYorkville, IL2026-10-27
Welch & Forbes LLC
4,470$1.1M0.0%CoreVery LowBoston, MA2026-11-04
Embree Financial Group
4,456$1.1M0.1%ETFLowChicago, IL2026-10-22
Mezzasalma Advisors, LLC
4,433$1.1M0.2%GrowthLowTinton Falls, NJ2026-10-14
Wetzel Investment Advisors, Inc.
4,313$1.1M0.4%ETFLowIndianapolis, IN2026-10-13
Evergreen Advisors, LLC
4,225$1.0M0.2%ETFVery LowChattanooga, TN2026-10-28
Hoge Financial Services, LLC
4,222$1.0M0.5%ETFVery LowCanonsburg, PA2026-11-05
Resonant Capital Advisors, LLC
4,183$1.0M0.0%ETFLowMadison, WI2026-10-15
Sterling Capital Management LLC
4,178$1.0M0.0%GARPMediumCharlotte, NC2026-10-22
Veracity Capital LLC
4,175$1.0M0.3%GrowthLowAtlanta, GA2026-10-08
Sovran Advisors, LLC
4,165$1.1M0.1%ETFMediumSan Diego, CA2026-11-02
Curran Financial Partners, LLC
4,148$1.0M0.2%ETFMediumDaniel Island, SC2026-11-04
Crestwood Advisors Group, LLC
4,134$1.0M0.0%GrowthLowBoston, MA2026-10-27
1834 Investment Advisors Co
4,122$1.0M0.1%ValueLowMilwaukee, WI2026-10-16
Parsons Capital Management Inc
4,100$1.0M0.0%CoreLowProvidence, RI2026-10-28
Signature Estate & Investment Advisors LLC
4,094$1.0M0.0%ETFMediumLos Angeles, CA2026-10-13
Plante Moran Financial Advisors, LLC
4,077$1.0M0.0%ETFVery LowSouthfield, MI2026-11-04
Harbor Asset Planning, Inc.
4,042$1.0M0.8%ETFVery LowBelmont, MA2026-10-23
Occidental Asset Management, LLC
4,042$1.0M0.1%GrowthLowBurlingame, CA2026-11-05
DiNuzzo Private Wealth, Inc.
4,025$998.0K0.1%ETFLowBeaver, PA2026-10-16
Farmers & Merchants Investments Inc
3,978$986.3K0.0%CoreVery LowLincoln, NE2026-10-22
Stablepoint Partners, LLC
3,973$985.0K0.1%CoreLowBraintree, MA2026-11-03
Gerber Kawasaki Wealth & Investment Management
3,967$983.7K0.0%ETFLowSanta Monica, CA2026-10-29
Bell Bank
3,942$977.3K0.0%ETFLowFargo, ND2026-10-21
Independence Bank of Kentucky
3,941$977.1K0.1%GrowthLowOwensboro, KY2026-10-26
Maseco LLP
3,934$975.3K0.0%ETFVery LowLondon, United Kingdom2026-10-27
Flagship Harbor Advisors, LLC
3,927$973.5K0.0%ETFMediumBoston, MA2026-10-26
Partners Wealth Management, LLC
3,912$969.9K0.1%CoreLowCarmel By The Sea, CA2026-10-28
William Howard & Co Financial Advisors Inc
3,892$964.9K0.8%ETFVery LowMemphis, TN2026-11-04
Nvwm, LLC
3,854$955.5K0.2%GrowthMediumYardley, PA2026-10-14
Invenio Wealth Partners LLC
3,830$949.6K0.3%ETFLowCoral Gables, FL2026-10-20
BKM Wealth Management, LLC
3,822$947.6K0.3%GrowthLowBrookfield, WI2026-10-22
LongView Wealth Management
3,807$943.8K0.2%ETFLowAtlanta, GA2026-10-19
AdvisorNet Financial, Inc
3,807$967.8K0.0%ETFLowMinnetonka, MN2026-10-15
American National Bank & Trust
3,806$943.6K0.1%CoreVery LowWichita Falls, TX2026-10-07
Sunpointe, LLC
3,805$943.4K0.3%GrowthMediumSt. Louis, MO2026-10-22
Emprise Bank
3,801$942.4K0.4%ETFVery LowWichita, KS2026-10-07
First United Bank & Trust
3,784$938.2K0.3%CoreLowOakland, MD2026-10-22
Rockland Trust Co
3,774$935.7K0.0%CoreLowHanover, MA2026-10-05
Integrity Advisory Solutions, LLC
3,771$934.9K0.1%ETFMediumDallas, TX2026-10-29
Live Oak Private Wealth LLC
3,769$934.4K0.1%ValueLowWilmington, NC2026-11-02
Collective Family Office LLC
3,751$930.0K0.2%ETFLowYork, PA2026-10-05
Matthew Goff Investment Advisor, LLC
3,742$927.8K0.1%CoreMediumHouston, TX2026-10-13
Able Financial Group, LLC
3,728$924.3K0.1%ETFLowScottsdale, AZ2026-10-14
Roxbury Financial LLC
3,726$923.7K0.7%CoreVery LowMount Arlington, NJ2026-10-01
Beacon Investment Advisory Services, Inc.
3,719$922.1K0.0%GrowthLowMorristown, NJ2026-10-13
Paragon Capital Management Ltd
3,705$918.6K0.2%CoreVery LowDenver, CO2026-10-09
Capital Investment Advisory Services, LLC
3,703$918.1K0.1%CoreMediumRaleigh, NC2026-10-30
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
3,698$916.9K0.0%ETFMediumWestlake, OH2026-10-14
SBE LLC DBA Cedar Cove Wealth Partners
3,698$916.9K0.4%ETFMediumBloomington, MN2026-10-15
GLR Partners, LLC
3,672$910.4K0.4%GrowthN/AColumbia, MD2026-11-04
Michels Family Financial, LLC
3,664$908.4K0.6%ETFLowFort Worth, TX2026-11-02
Johnson Bixby & Associates, LLC
3,650$904.9K0.1%ETFMediumVancouver, WA2026-10-14
Norris Perne & French LLP
3,635$901.2K0.0%GrowthLowGrand Rapids, MI2026-10-23
Woodmont Investment Counsel LLC
3,631$900.2K0.0%GARPVery LowNashville, TN2026-10-29
3 Factor Indexing, LLC
3,615$896.3K0.7%ETFLowSacramento, CA2026-10-15
TMB Capital Partners, LLC
3,612$895.5K0.3%MomentumMediumLittle Rock, AR2026-10-20
Archford Capital Strategies, LLC
3,604$893.5K0.1%GrowthMediumSwansea, IL2026-10-19
Heartwood Wealth Advisors LLC
3,577$886.8K0.1%ETFLowRichmond, VA2026-10-05
Moss Adams Wealth Advisors LLC
3,567$884.4K0.1%ETFLowSeattle, WA2026-10-28
Lakewood Asset Management LLC
3,544$878.7K0.5%ValueLowNaperville, IL2026-10-26
Financial Guidance Group, Inc.
3,542$878.2K0.3%ETFVery LowPalm Harbor, FL2026-10-21
Signal Advisors Wealth, LLC
3,530$875.3K0.0%ETFLowDetroit, MI2026-10-13
First County Bank
3,521$873.0K0.4%GrowthLowStamford, CT2026-10-13
Tsfg, LLC
3,521$8730.0%ETFLowLake Forest, IL2026-10-23
Waterfront Wealth Inc.
3,507$902.4K0.1%ValueLowOverland Park, KS2026-11-03
Retirement Planning Group, LLC
3,457$857.1K0.0%ETFVery LowLeawood, KS2026-10-19
Cornell Pochily Investment Advisors, Inc.
3,454$856.4K0.2%CoreLowIthaca, NY2026-10-19
Greatmark Investment Partners, Inc.
3,413$846.2K0.1%ValueVery LowColumbus, GA2026-10-28
Verus Capital Partners, LLC
3,388$840.0K0.0%GrowthLowScottsdale, AZ2026-11-03
Benchmark Financial Wealth Advisors, LLC
3,343$828.9K0.2%ETFLowBoca Raton, FL2026-10-20
Sigma Planning Corp
3,336$827.2K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Peck Wealth Management, LLC
3,336$827.1K0.7%ETFLowWhite Plains, NY2026-10-29
Regent Peak Wealth Advisors LLC
3,327$824.9K0.1%GrowthLowAtlanta, GA2026-10-13
Boyer Financial Services, Inc.
3,315$821.9K0.7%ETFLowNewport Beach, CA2026-10-23
Beaumont Financial Advisors, LLC
3,283$814.0K0.1%GrowthMediumNeedham, MA2026-10-22
Stanich Group LLC
3,254$806.6K0.4%ETFVery LowMontauk, NY2026-10-16
Trust Co of Vermont
3,236$802.3K0.0%CoreVery LowBrattleboro, VT2026-10-21
FinArc Investments, Inc.
3,224$799.3K0.7%ValueLowNorwood, MA2026-10-14
Essex Bank
3,195$792.1K0.2%CoreLowEssex, CT2026-10-16
Wealth Science Advisors LLC
3,191$791.1K0.3%ETFMediumAlpharetta, GA2026-10-09
Leo Wealth, LLC
3,188$790.3K0.2%CoreLowHurst, TX2026-10-26
S.E.E.D. Planning Group LLC
3,186$789.9K0.2%CoreMediumBinghamton, NY2026-10-07
Vann Equity Management LLC
3,186$789.8K0.5%GrowthMediumPlano, TX2026-10-08
TrueWealth Advisors, LLC
3,170$786.0K0.2%ETFMediumBirmingham, AL2026-10-09
Capital City Trust Co
3,162$784.0K0.2%CoreVery LowTallahassee, FL2026-10-22
Flaharty Asset Management, LLC
3,160$788.1K4.4%ETFLowClearwater, FL2026-11-02
Robinson Smith Wealth Advisors LLC
3,105$769.8K0.5%ETFLowSouth Portland, ME2026-10-22
Targeted Financial Services LLC
3,104$769.6K0.6%ETFLowSeminole, FL2026-10-19
Klein Pavlis & Peasley Financial, Inc.
3,080$763.7K0.4%ValueMediumIrvine, CA2026-10-13
AAF Wealth Management, LLC
3,076$762.7K0.3%ETFLowWestborough, MA2026-10-28
Peak Wealth Management LLC
3,054$787.0K0.5%ETFMediumNashua, NH2026-10-26
One Day In July LLC
3,036$752.7K0.1%ETFVery LowBurlington, VT2026-10-30
Chapin Davis, Inc.
3,033$752.0K0.1%GrowthHighBaltimore, MD2026-10-09
Tcfg Investment Advisors, LLC
2,997$743.6K0.3%GrowthMediumLaguna Niguel, CA2026-10-20
Lunt Capital Management, Inc.
2,994$742.3K0.3%ETFLowHolladay, UT2026-10-30
Macco Financial Group, Inc.
2,978$738.3K0.4%ETFHighGreen Bay, WI2026-11-05
Odyssey Capital Advisors, Inc.
2,972$737.0K0.5%ETFLowBala Cynwyd, PA2026-10-26
Skyline Advisors, Inc.
2,969$736.2K0.2%ETFMediumBellingham, WA2026-11-03
Fulton Breakefield Broenniman LLC
2,954$732.4K0.0%GrowthLowBethesda, MD2026-11-03
Greenup Street Wealth Management LLC
2,947$730.7K0.1%ETFMediumOverland Park, KS2026-10-28
WealthPlan Investment Management, LLC
2,923$724.7K0.0%GrowthMediumOmaha, NE2026-10-15
Oxler Private Wealth LLC
2,922$724.5K0.2%GrowthVery LowRye Brook, NY2026-10-21
WBH Advisory Inc
2,919$723.7K0.0%ETFLowBaltimore, MD2026-11-05
Symphony Financial, Ltd. Co.
2,905$722.5K0.1%GrowthLowHouston, TX2026-10-22
Hoese & Co LLP
2,887$715.8K0.5%ETFLowGlencoe, MN2026-10-21
Burton Enright Welch
2,881$714.3K0.1%ETFVery LowWalnut Creek, CA2026-11-04
Financial Insights, Inc.
2,865$710.3K0.2%ETFLowTacoma, WA2026-10-27
APS Management Group, Inc.
2,865$710.3K0.5%ETFMediumTorrance, CA2026-10-14
DSG Capital Advisors, LLC
2,854$707.6K0.1%GrowthLowEdina, MN2026-11-05
Deroy & Devereaux Private Investment Counsel Inc
2,845$7050.0%ValueMediumBloomfield Hills, MI2026-10-26
Mirador Capital Partners LP
2,840$704.1K0.1%GrowthMediumPleasanton, CA2026-10-09
Carnegie Investment Counsel
2,838$703.6K0.0%CoreLowPepper Pike, OH2026-10-20
Ignite Planners, LLC
2,830$701.6K0.1%CoreLowSan Clemente, CA2026-10-14
Soltis Investment Advisors LLC
2,825$700.5K0.0%CoreMediumSt. George, UT2026-10-28
Brown, Lisle Ings, Inc.
2,819$698.9K0.2%CoreVery LowProvidence, RI2026-10-16
James Investment Research, Inc.
2,794$692.7K0.1%CoreLowAlpha, OH2026-10-22
Gallacher Capital Management LLC
2,789$691.4K0.6%ValueMediumLone Tree, CO2026-10-30
PFG Advisors
2,789$691.4K0.0%ETFMediumPhoenix, AZ2026-10-16
Biltmore Family Office, LLC
2,780$689.2K0.1%GrowthLowCharlotte, NC2026-11-03
Patriot Financial Group Insurance Agency, LLC
2,780$689.2K0.1%GrowthLowWalpole, MA2026-10-14
Navigation Wealth Management, Inc.
2,759$702.6K1.1%ETFLowFort Collins, CO2026-11-03
GC Wealth Management RIA, LLC
2,757$683.7K0.0%GrowthMediumCambridge, MA2026-11-02
Buckhead Capital Management LLC
2,750$681.8K0.2%CoreLowAtlanta, GA2026-11-03
Alpine Bank Wealth Management
2,745$680.6K0.1%ETFHighGrand Junction, CO2026-10-16
Williams Jones Wealth Management, Llc.
2,740$679.3K0.0%GrowthLowNew York, NY2026-11-05
Aire Advisors, LLC
2,731$677.1K0.1%ETFVery LowBeverly Hills, CA2026-10-22
Platform Technology Partners
2,719$674.1K0.1%CoreVery LowLocust Valley, NY2026-11-02
Stronghold Wealth Management L.L.C.
2,714$672.9K0.9%CoreLowTampa, FL2026-10-16
Navigate Wealth Management, LLC
2,678$679.0K0.4%ETFLowBirmingham, AL2026-10-14
Hamilton Capital, LLC
2,670$662.0K0.0%ETFVery LowColumbus, OH2026-10-08
Koshinski Asset Management, Inc.
2,635$653.3K0.0%ETFLowDecatur, IL2026-10-29
Cornerstone Wealth Group, LLC
2,635$653.3K0.0%CoreMediumHuntersville, NC2026-11-02
Merrion Investment Management Co, LLC
2,620$649.6K0.3%MomentumLowCranford, NJ2026-10-16
Townsend Asset Management Corp
2,608$646.7K0.2%CoreLowRaleigh, NC2026-10-29
Fidelity D & D Bancorp Inc
2,608$646.6K0.2%ETFVery LowScranton, PA2026-11-05
Rose Capital Advisors LLC
2,595$643.5K0.2%ETFN/AMiami Beach, FL2026-11-04
TigerOak Management, L.L.C.
2,592$642.6K0.2%GrowthVery LowNashville, TN2026-10-23
CoreCap Advisors, LLC
2,591$642.4K0.0%ETFMediumSouthfield, MI2026-10-08
TD Waterhouse Canada Inc.
2,583$661.3K0.0%CoreLowToronto, Australia2026-10-16
Archer Investment Corp
2,575$638.4K0.1%CoreMediumCarmel, IN2026-11-05
Ehrlich Financial Group
2,573$637.9K0.3%ETFHighLaguna Niguel, CA2026-10-20
Snider Financial Group
2,559$634.5K0.2%GrowthLowBellevue, WA2026-10-16
Decision Investments, Inc
2,556$633.7K0.6%GrowthLowSan Diego, CA2026-10-07
Hamilton Point Investment Advisors, LLC
2,547$631.5K0.1%CoreLowChapel Hill, NC2026-11-03
Cypress Capital, LLC
2,520$624.8K0.2%ETFMediumFranklin, TN2026-10-20
Wealthcare Capital Partners, LLC
2,508$621.8K0.3%ETFLowWest Chester, PA2026-10-21
Edgemoor Investment Advisors, Inc.
2,506$621.3K0.0%CoreVery LowBethesda, MD2026-11-03
Klingman & Associates, LLC
2,504$620.8K0.0%ETFVery LowNew York, NY2026-10-20
Lee, Kelleher & Klein Wealth Management
2,491$617.6K0.3%ETFVery LowEllicott City, MD2026-10-08
Coastline Trust Co
2,487$616.6K0.1%GrowthVery LowProvidence, RI2026-10-01
GGM Financial LLC
2,486$616.4K0.2%ETFMediumColumbus, OH2026-11-05
Insight Advisors, LLC/ PA
2,478$614.4K0.1%ETFMediumNewtown, PA2026-10-22
YHB Investment Advisors, Inc.
2,462$610.4K0.0%GrowthLowWest Hartford, CT2026-10-08
Woodward Financial Advisors, Inc.
2,450$607.4K0.2%ETFVery LowChapel Hill, NC2026-10-19
Advisory Solutions Group, LLC
2,431$602.8K0.1%ETFN/APlymouth, MN2026-10-14
Atala Financial Inc
2,390$592.6K0.3%CoreLowCalabasas, CA2026-10-22
Quadrant Private Wealth Management, LLC
2,386$591.6K0.1%GrowthLowCenter Valley, PA2026-11-04
Blue Bell Private Wealth Management, LLC
2,372$588.1K0.1%YieldVery LowBlue Bell, PA2026-10-29
Central Pacific Bank - Trust Division
2,370$587.6K0.1%CoreMediumHonolulu, HI2026-10-06
Triad Wealth Partners, LLC
2,359$584.9K0.0%ETFMediumLawrence, KS2026-10-26
Braun Stacey Associates Inc
2,339$579.9K0.0%MomentumMediumNew York, NY2026-10-19
First Financial Corp
2,336$579.2K0.2%CoreVery LowTerre Haute, IN2026-10-13
Old Mission Investment Co LLC
2,332$578.2K0.1%ETFLowTraverse City, MI2026-10-22
Farmers & Merchants Trust Co of Long Beach
2,327$576.9K0.1%CoreVery LowLong Beach, CA2026-10-22
HT Partners LLC
2,322$575.7K0.2%ETFVery LowCenterbrook, CT2026-10-20
MassMutual Private Wealth & Trust, FSB
2,319$575.0K0.0%CoreLowSpringfield, MA2026-10-05
Stonehearth Capital Management, LLC
2,313$573.5K0.2%ETFMediumDanvers, MA2026-10-13
Aufman Associates Inc
2,310$572.7K0.2%ETFVery LowSewickley, PA2026-11-04
West Financial Advisors, LLC
2,309$572.5K0.1%ETFLowDes Moines, IA2026-10-22
Ellis Investment Partners, LLC
2,299$570.2K0.1%ETFLowBerwyn, PA2026-10-21
Lake Street Private Wealth, LLC
2,287$566.9K0.1%GrowthLowChicago, IL2026-10-22
Christensen, King & Associates Investment Services, Inc.
2,278$564.7K0.2%ETFVery LowRichland, WA2026-10-22
Black Diamond Financial, LLC
2,272$563.3K0.0%ETFVery LowTowson, MD2026-10-26
Petredis Investment Advisors LLC
2,268$562.3K0.0%GrowthVery LowWarrendale, PA2026-10-20
CWA Asset Management Group, LLC
2,265$561.5K0.0%CoreMediumNaples, FL2026-10-19
Tandem Capital Management Corp
2,264$561.3K0.2%CoreLowWoodcliff Lake, NJ2026-10-22
Fusion Capital, LLC
2,255$559.0K0.1%GrowthLowMt. Pleasant, SC2026-10-28
Decker Wealth Management LLC
2,240$555.4K0.1%MomentumLowNashville, TN2026-10-09
Stanley-Laman Group, Ltd.
2,216$549.5K0.1%GrowthMediumBerwyn, PA2026-10-20
Salem Investment Counselors Inc
2,216$549.4K0.0%GrowthVery LowWinston-Salem, NC2026-10-13
Impact Capital Partners LLC
2,201$545.7K0.1%GrowthLowGreenwood Village, CO2026-10-22
Essential Investment Partners LLC
2,195$544.2K0.4%GrowthLowEnglewood, CO2026-10-27
Berkshire Money Management, Inc.
2,190$543.0K0.0%ETFMediumDalton, MA2026-10-21
Summit Investment Advisors, Inc.\KS
2,186$541.9K0.2%N/AN/ALeawood, KS2026-11-05
SeaCrest Wealth Management, LLC
2,185$541.8K0.1%GrowthLowPurchase, NY2026-10-21
Rockwood Wealth Management, LLC
2,181$540.7K0.0%ETFVery LowNew Hope, PA2026-10-27
Tritonpoint Wealth, LLC
2,176$539.5K0.1%CoreLowChevy Chase, MD2026-10-19
Versant Capital Management, Inc
2,173$538.8K0.0%GARPLowPhoenix, AZ2026-10-02
Hollow Brook Wealth Management LLC
2,170$538.0K0.1%CoreLowKatonah, NY2026-10-29
Power Wealth Management LLC
2,162$536.0K0.2%ETFLowAlpharetta, GA2026-10-27
Triangle Securities Wealth Management
2,139$530.3K0.1%CoreLowRaleigh, NC2026-10-14
Warren Street Wealth Advisors, LLC
2,134$529.1K0.1%ETFMediumIrvine, CA2026-11-04
Orba Wealth Advisors, L.L.C.
2,132$528.7K0.5%ETFMediumChicago, IL2026-10-23
Clear Creek Financial Management, LLC
2,131$528.3K0.0%ETFMediumSilverdale, WA2026-10-28
Private Wealth Partners, LLC
2,130$528.1K0.0%GrowthLowMill Valley, CA2026-10-22
GreatBanc Trust Co
2,129$527.8K0.3%ETFLowLisle, IL2026-11-04
Weatherly Asset Management L. P.
2,128$527.6K0.0%GrowthVery LowDel Mar, CA2026-10-20
Harbor Group, Inc.
2,124$526.5K0.1%ETFVery LowBedford, NH2026-10-14
WealthBridge Capital Management, LLC
2,118$525.1K0.1%ETFLowWesterville, OH2026-10-16
Willner & Heller, LLC
2,104$521.6K0.3%GrowthLowEncino, CA2026-10-28
Trust Co
2,095$519.4K0.0%ETFVery LowManhattan, KS2026-10-09
Beacon Capital Management, LLC
2,089$518.0K0.1%ETFMediumFranklin, TN2026-10-23
DDD Partners, LLC
2,072$513.7K0.0%CoreMediumBellevue, WA2026-11-02
Box Hill Private Wealth LLC
2,064$511.6K0.4%ETFLowScottsdale, AZ2026-10-05
WD Rutherford LLC
2,058$510.2K0.2%MomentumMediumPortland, OR2026-10-26
NWF Advisory Services Inc.
2,049$507.5K0.0%GARPLowLos Angeles, CA2026-10-19
Marino, Stram & Associates LLC
2,046$507.3K0.1%ETFVery LowBraintree, MA2026-10-22
Smith Salley Wealth Management
2,046$507.3K0.0%GrowthLowGreensboro, NC2026-11-03
Cypress Wealth Services, LLC
2,045$514.9K0.1%ETFLowPalm Desert, CA2026-10-21
Lodestar Private Asset Management LLC
2,041$506.1K0.0%ETFLowAlamo, CA2026-10-26
Diversified Management Inc
2,029$503.1K0.1%CoreVery LowMilwaukee, WI2026-10-08
Stockman Wealth Management, Inc.
2,026$502.3K0.1%CoreLowBillings, MT2026-10-27
SmartHarvest Portfolios, LLC
2,011$498.6K0.2%GrowthLowSeattle, WA2026-10-26
Towercrest Capital Management
2,004$496.7K0.1%ETFVery LowNewtown, PA2026-10-23
Baring Financial LLC
2,003$496.5K0.3%ETFLowBellingham, WA2026-10-07
United Financial Planning Group LLC
2,000$495.9K0.2%ETFHighHauppauge, NY2026-11-04
MSH Capital Advisors LLC
1,984$492.0K0.1%CoreLowScottsdale, AZ2026-11-03
Tortuga Wealth Management, Inc
1,984$494.2K0.4%CoreLowTorrance, CA2026-10-27
Gray Private Wealth, LLC
1,950$483.5K0.2%ETFVery LowCanton, MA2026-10-28
SteelPeak Wealth, LLC
1,934$479.4K0.0%GrowthHighWoodland Hills, CA2026-10-16
Mascagni Wealth Management, Inc.
1,930$478.5K0.3%ETFLowClinton, MS2026-10-23
Parkshore Wealth Management, Inc.
1,927$477.8K0.1%ETFLowGranite Bay, CA2026-10-13
World Equity Group, Inc.
1,922$476.5K0.2%GrowthMediumSchaumburg, IL2026-10-14
River's Edge Wealth Management, LLC
1,917$490.3K0.4%ETFVery LowBeaver, PA2026-10-19
PUREfi Wealth, LLC
1,914$474.5K0.2%GrowthMediumBoston, MA2026-10-19
ShoreHaven Wealth Partners, LLC
1,911$473.7K0.1%ETFMediumRed Bank, NJ2026-10-16
Arbor Wealth Advisors LLC
1,910$473.5K0.3%ETFVery LowTroy, MI2026-10-09
ASL Financial, LLC
1,903$471.9K0.3%ETFVery LowLos Gatos, CA2026-10-15
Integris Wealth Management, LLC
1,900$471.1K0.1%ETFVery LowMonterey, CA2026-10-14
Compass Financial Management LLC
1,899$470.8K0.1%CoreN/ATampa, FL2026-10-30
First Nebraska Trust Co
1,897$470.3K0.0%CoreVery LowLincoln, NE2026-10-30
Pittenger & Anderson Inc
1,895$469.8K0.0%CoreLowLincoln, NE2026-11-02
Galvin, Gaustad & Stein, LLC
1,889$468.3K0.0%CoreMediumScottsdale, AZ2026-10-08
Jamison Private Wealth Management, Inc.
1,889$468.3K0.0%GrowthVery LowMilton, GA2026-10-14
Atticus Wealth Management, LLC
1,871$463.9K0.1%ETFLowPalm Beach Gardens, FL2026-10-20
Obermeyer Wealth Partners
1,867$462.9K0.0%GrowthLowAspen, CO2026-10-21
Plus Group Wealth Advisors LLC
1,854$459.7K0.4%ETFLowBelgium, WI2026-10-19
Washington Trust Co
1,852$459.2K0.0%GrowthVery LowWesterly, RI2026-10-22
Mcdonald Partners LLC
1,850$458.7K0.1%CoreLowCleveland, OH2026-11-03
Strategic Planning Group, LLC
1,849$458.6K0.0%GrowthMediumBountiful, UT2026-10-22
Arlington Trust Co LLC
1,849$458.4K0.0%ETFMediumBirmingham, AL2026-10-20
MCF Advisors LLC
1,845$457.5K0.0%ETFLowLexington, KY2026-10-28
JB Capital LLC
1,833$454.4K0.0%ETFMediumWethersfield, CT2026-10-19
Principle Wealth Partners LLC
1,826$452.7K0.0%CoreVery LowMadison, CT2026-11-02
Cassia Capital Partners, LLC
1,814$449.7K0.2%ETFLowWinston Salem, NC2026-11-04
SC&H Financial Advisors, Inc.
1,808$448.3K0.1%ETFVery LowHunt Valley, MD2026-10-14
Cypress Capital Group
1,805$447.5K0.0%CoreLowPalm Beach, FL2026-11-03
Selective Wealth Management, Inc.
1,801$461.4K0.1%ETFLowForest, VA2026-10-16
Fairway Wealth LLC
1,787$443.1K0.1%ETFLowIndependence, OH2026-10-30
Bay Capital Advisors, LLC
1,770$438.9K0.2%ETFLowVirginia Beach, VA2026-10-16
Riverbend Wealth Management, LLC
1,770$438.9K0.2%GrowthLowMyrtle Beach, SC2026-10-15
Highline Wealth Partners LLC
1,769$438.5K0.1%ETFMediumSherman Oaks, CA2026-10-19
Matisse Capital
1,766$438.0K0.2%ValueMediumPortland, OR2026-10-29
Armstrong Advisory Group, Inc
1,765$437.5K0.0%ETFHighNeedham, MA2026-10-09
Park Edge Advisors, LLC
1,763$437.1K0.1%CoreMediumCleveland, OH2026-10-28
Altus Wealth Management, LLC
1,761$436.6K0.2%ETFVery LowFt Mitchell, KY2026-10-13
Joel Adams & Associates, Inc.
1,728$428.4K0.3%ETFLowAsheville, NC2026-11-02
Objective Capital Management, LLC
1,724$427.4K0.4%ETFLowFairlawn, OH2026-10-13
Oliver Luxxe Assets LLC
1,724$427.3K0.1%ValueMediumGladstone, NJ2026-10-14
Emergent Wealth Advisors, LLC
1,723$427.2K0.2%ETFMediumWilliamsville, NY2026-10-09
Prevail Innovative Wealth Advisors, LLC
1,721$431.7K0.1%CoreVery HighLeawood, KS2026-10-20
Eagle Rock Investment Company, LLC
1,710$424.0K0.1%CoreLowAtlanta, GA2026-10-21
Rainey & Randall Wealth Advisors Inc.
1,702$422.1K0.1%ETFVery LowCelebration, FL2026-10-26
Orrstown Financial Services Inc
1,690$419.0K0.1%ETFLowHarrisburg, PA2026-10-14
LVW Advisors, LLC
1,690$419.1K0.0%CoreMediumPittsford, NY2026-10-19
Cathy Pareto & Associates, Inc
1,682$417.1K0.2%ETFLowCoral Gables, FL2026-10-15
Opal Wealth Advisors, LLC
1,669$413.8K0.1%ETFLowJericho, NY2026-10-16
Austin Asset Management Co Inc
1,654$410.1K0.1%ETFVery LowAustin, TX2026-10-29
Beacon Financial Strategies Corp
1,642$407.0K0.2%ETFVery LowRaleigh, NC2026-10-14
Appleton Partners Inc
1,639$4060.0%GrowthLowBoston, MA2026-10-30
Hunter Associates Investment Management LLC
1,630$4040.0%CoreLowPittsburgh, PA2026-10-26
Washington Trust Bank
1,628$403.6K0.0%CoreLowSpokane, WA2026-11-03
Jnba Financial Advisors
1,628$403.6K0.0%ETFMediumBloomington, MN2026-11-03
Align Financial, LLC
1,626$403.1K0.2%ETFVery LowHermantown, MN2026-10-16
Powerhouse Assets LLC
1,615$400.4K0.3%ETFVery LowLincoln, MA2026-10-19
Balentine LLC
1,605$397.9K0.0%ETFLowAtlanta, GA2026-11-03
Aerodigm Wealth, LLC
1,601$396.9K0.1%ETFLowLake Oswego, OR2026-10-16
Berkeley, Inc
1,599$396.4K0.1%CoreLowBoise, ID2026-10-20
Csenge Advisory Group
1,599$396.5K0.0%ETFMediumClearwater, FL2026-11-04
Poehling Capital Management, Inc.
1,591$394.3K0.1%ValueLowMadison, WI2026-10-20
Kondo Wealth Advisors, Inc.
1,583$392.7K0.1%ETFVery LowPasadena, CA2026-10-19
PDS Planning, Inc
1,571$389.5K0.0%IndexVery LowDublin, OH2026-11-03
Integrated Advisors Network LLC
1,571$389.5K0.0%GrowthMediumDallas, TX2026-10-20
Acima Private Wealth, LLC
1,570$389.3K0.1%ETFVery LowRichmond, VA2026-10-05
Ledyard National Bank
1,562$387.3K0.0%CoreLowHanover, NH2026-10-21
Cordgrass Capital Advisors, LLC
1,559$386.5K0.1%CoreLowRaleigh, NC2026-10-30
McClarren Financial Advisors, Inc.
1,559$386.6K0.2%ETFMediumState College, PA2026-10-15
Doliver Advisors, LP
1,550$384.3K0.1%GARPLowHouston, TX2026-10-01
Lebenthal Global Advisors, LLC
1,546$383.3K0.1%ETFMediumHauppauge, NY2026-10-28
Nicholas Hoffman & Company, Llc.
1,535$380.6K0.0%ETFVery LowAtlanta, GA2026-10-30
CFG Wealth Management Services, Inc.
1,527$379.1K0.3%ETFLowIndianapolis, XX2026-10-21
Trust Co of Toledo NA
1,522$377.3K0.0%GrowthVery LowHolland, OH2026-10-16
Abacus Wealth Partners, LLC
1,505$373.1K0.0%ETFLowSanta Monica, CA2026-11-03
Legacy Wealth Management, LLC
1,504$372.9K0.0%ETFLowMemphis, TN2026-10-22
Thompson Investment Management, Inc.
1,500$371.9K0.0%ValueMediumMadison, WI2026-10-14
Wealth Management Partners, LLC
1,499$371.6K0.1%Agg GrowthLowTucson, AZ2026-10-21
Ballew Advisors, Inc
1,497$373.2K0.2%ETFLowJackson, MS2026-10-05
Wealth Architects, LLC
1,496$371.1K0.0%ETFVery LowMountain View, CA2026-11-03
Alliance Wealth Management Group
1,494$370.4K0.1%ETFLowFlemington, NJ2026-10-29
James J. Burns & Company, LLC
1,491$369.7K0.0%ETFVery LowMelville, NY2026-10-22
Single Point Partners, LLC
1,488$369.0K0.1%ETFVery LowBoston, MA2026-10-19
Members Wealth LLC
1,487$372.9K0.2%ETFLowMedia, PA2026-10-20
Baker Ellis Asset Management LLC
1,486$368.4K0.0%GARPVery LowVancouver, WA2026-10-14
South Shore Capital Advisors
1,485$368.2K0.3%CoreMediumCohasset, MA2026-10-20
Franklin, Parlapiano, Turner & Welch, LLC
1,485$368.2K0.1%CoreLowHouston, TX2026-10-30
Lmcg Investments, LLC
1,479$366.7K0.0%CoreLowBoston, MA2026-10-21
EdgeRock Capital LLC
1,476$365.9K0.1%ETFLowDenver, CO2026-11-03
IFG Advisors, LLC
1,470$364.5K0.1%ETFVery LowSt. Louis, MO2026-10-15
Retirement Solution LLC
1,460$362.1K0.1%ETFMediumRedmond, WA2026-10-27
Pinnacle Wealth Management Group, Inc.
1,459$361.7K0.2%ETFMediumPlymouth, MI2026-10-15
LaFleur & Godfrey LLC
1,449$359.3K0.0%GrowthLowGrand Rapids, MI2026-10-27
Mechanics Bank Trust Department
1,448$359.0K0.0%CoreLowWalnut Creek, CA2026-10-13
Trek Financial, LLC
1,437$356.3K0.0%ETFHighScottsdale, AZ2026-10-29
Arlington Financial Advisors, LLC
1,434$355.5K0.0%ETFMediumSanta Barbara, CA2026-10-19
Praetorian Wealth Management, Inc.
1,425$353.3K0.1%ETFVery LowCarmel, CA2026-10-16
Verus Wealth Management, LLC
1,424$353.1K0.2%ETFLowDe Pere, WI2026-10-13
Trilogy Capital Inc.
1,420$352.1K0.0%ETFMediumIrvine, CA2026-10-20
Bright Futures Wealth Management, Llc.
1,419$351.8K0.2%CoreHighWebster, Ny 14580, NY2026-10-23
Wilkins Miller Wealth Management, LLC
1,412$350.1K0.2%ETFVery LowMobile, AL2026-10-13
SBK Financial, Inc.
1,411$349.9K0.2%N/AN/ARichmond, VA2026-11-02
Watershed Private Wealth LLC
1,408$349.1K0.1%ETFMediumOak Brook, IL2026-10-30
Gibbs Wealth Management
1,407$348.8K0.0%CoreLowAlpharetta, GA2026-10-22
Summit Investment Advisory Services, LLC
1,383$342.9K0.1%ETFVery LowRoseville, MN2026-11-03
TFC Financial Management, Inc.
1,380$342.1K0.0%ETFVery LowBoston, MA2026-10-26
Elevation Wealth Management LLC
1,379$341.8K0.2%Agg GrowthLowEden Prairie, MN2026-11-02
NBT Bank, N.A.
1,375$340.9K0.0%CoreLowNorwich, NY2026-10-21
Atwood & Palmer Inc
1,372$340.2K0.0%CoreVery LowKansas City, MO2026-10-08
Redwood Financial Network Corp
1,370$339.7K0.2%ETFLowSolon, OH2026-11-03
Sachem Hill LLC
1,367$338.9K0.1%ETFVery LowDenver, CO2026-10-14
Morangie Management LLC
1,364$338.2K0.3%CoreVery LowNew York, NY2026-10-15
Layline Advisors, LLC
1,363$337.9K0.3%ETFLowRochester, NY2026-11-02
Horst & Graben Wealth Management LLC
1,362$337.7K0.0%ETFMediumPortland, OR2026-11-02
Watchman Group, Inc.
1,357$336.4K0.1%ETFLowPlano, TX2026-10-16
Pinnacle Wealth Management Advisory Group, LLC
1,352$335.3K0.0%GrowthLowRed Bank, NJ2026-10-23
SMI Advisory Services, LLC
1,352$342.7K0.1%ETFMediumColumbus, IN2026-10-13
Formidable Asset Management, LLC
1,349$327.0K0.0%CoreLowCincinnati, OH2026-11-03
Hurley Capital, LLC
1,346$333.8K0.2%GARPMediumNew York, NY2026-11-05
Meridian Financial Partners LLC
1,342$343.7K0.1%GrowthLowWarrenton, VA2026-10-23
Stephenson & Company, Inc.
1,336$331.3K0.2%ETFVery LowSan Clemente, CA2026-10-30
Fermata Advisors, LLC
1,331$330.0K0.1%ETFLowSonoma, CA2026-10-13
Portfolio Resources Advisor Group, Inc.
1,327$329.0K0.3%ETFMediumCoral Gables, FL2026-10-20
Sicart Associates LLC
1,317$336.8K0.1%CoreLowNew York, NY2026-10-29
Tanglewood Wealth Management, Inc.
1,313$325.5K0.0%ETFMediumHouston, TX2026-10-23
RED Lighthouse Investment Management, LLC
1,308$324.3K0.1%ETFVery LowHillsdale, NY2026-11-02
Cornerstone Management, Inc.
1,308$324.3K0.0%ETFVery LowDuluth, GA2026-10-16
Moody Lynn Lieberson & Walker, LLC
1,300$322.3K0.0%MomentumLowBoston, MA2026-10-14
Pillar Financial Advisors, LLC
1,297$321.6K0.2%ETFVery LowLouisville, KY2026-10-21
Stevens Capital Partners
1,294$320.8K0.1%ETFVery LowOmaha, NE2026-10-29
MTM Investment Management, LLC
1,282$317.8K0.1%CoreVery LowSpartanburg, SC2026-10-30
Farmers & Merchants Trust Co of Chambersburg PA
1,280$3170.0%GARPLowChambersburg, PA2026-10-14
Arista Wealth Management, LLC
1,279$317.1K0.0%ETFMediumLas Vegas, NV2026-10-29
S.A. Mason LLC
1,277$316.6K0.1%GrowthVery LowHolland, MI2026-10-13
Kathmere Capital Management, LLC
1,275$316.1K0.0%ETFLowWayne, PA2026-10-20
RMR Capital Management, LLC
1,273$315.6K0.2%ValueVery LowTustin, CA2026-10-23
Foster Group, Inc.
1,265$313.7K0.0%ETFVery LowUrbandale, IA2026-10-13
OAK Family Advisors, LLC
1,263$313.1K0.1%CoreMediumChicago, IL2026-10-19
Elwood & Goetz Wealth Advisory Group, LLC
1,258$311.9K0.0%ETFLowAthens, GA2026-10-28
Caldwell Trust Co
1,256$311.4K0.0%GrowthLowVenice, FL2026-10-30
Kohmann Bosshard Financial Services, LLC
1,256$311.2K0.0%ETFLowFairlawn, OH2026-11-04
Persium Advisors, LLC
1,246$308.9K0.2%ETFLowAtlanta, GA2026-10-07
Penobscot Investment Management Company, Inc.
1,245$308.6K0.0%GrowthLowBoston, MA2026-10-26
Plancorp, LLC
1,244$321.8K0.0%ETFLowSaint Louis, MO2026-11-03
Parr Mcknight Wealth Management Group, LLC
1,239$307.2K0.0%CoreMediumMinneapolis, MN2026-10-30
Gemmer Asset Management LLC
1,237$306.7K0.0%ETFLowWalnut Creek, CA2026-10-16
SYM Financial Corp
1,231$305.2K0.0%ETFVery LowWinona Lake, IN2026-10-26
Raab & Moskowitz Asset Management LLC
1,229$304.7K0.1%CoreLowChatham, NJ2026-11-02
Greenhouse Wealth Management, LLC
1,222$302.9K0.2%ETFVery LowWestport, CT2026-10-20
Abner Herrman & Brock LLC
1,220$3020.0%GARPLowJersey City, NJ2026-10-20
Tompkins Financial Corp
1,212$300.5K0.0%CoreLowIthaca, NY2026-10-05
Heritage Wealth Management, Inc.
1,207$299.3K0.1%ETFLowSan Diego, CA2026-10-27
Elevation Wealth Partners, LLC
1,205$298.7K0.1%ETFLowWalnut Creek, CA2026-10-07
Howard Financial Services, Ltd.
1,200$297.5K0.0%ETFLowDallas, TX2026-10-15
Convergence Financial, LLC
1,193$295.8K0.0%ETFMediumColumbia, MO2026-10-27
Gordian Advisors LLC
1,188$294.4K0.2%ETFVery LowTucson, AZ2026-10-30
15 Wealth Advisors LLC
1,182$293.0K0.1%ETFN/AMundelein, IL2026-10-14
180 Wealth Advisors, LLC
1,181$292.8K0.0%CoreLowFederal Way, WA2026-11-03
Cdkv Holdings LLC
1,173$290.7K0.2%ETFMediumDenver, CO2026-10-28
First Premier Bank
1,169$2900.0%CoreVery LowSioux Falls, SD2026-10-13
Novem Group
1,168$289.6K0.0%ETFMediumRochester, NY2026-10-19
Commonwealth Retirement Investments LLC
1,166$289.1K0.1%CoreMediumRichmond, VA2026-10-26
SP Asset Management LLC
1,163$288.4K0.0%CoreVery LowCupertino, CA2026-11-05
Sharper & Granite LLC
1,159$247.6K0.1%ETFLowEl Segundo, CA2026-11-02
Pecaut & Co.
1,158$287.0K0.1%ETFLowSioux City, IA2026-10-27
Axxcess Wealth Management, LLC
1,154$286.2K0.0%CoreLowCarlsbad, CA2026-10-21
Curated Wealth Partners LLC
1,150$285.1K0.0%GARPLowEl Segundo, CA2026-10-15
Patriot Investment Management Group, Inc.
1,146$284.1K0.0%ETFVery LowKnoxville, TN2026-10-15
Fort Washington Investment Advisors Inc
1,144$283.6K0.0%CoreLowCincinnati, OH2026-10-15
Patten & Patten Inc
1,136$281.6K0.0%CoreLowChattanooga, TN2026-10-26
FSM Wealth Advisors, LLC
1,136$286.4K0.0%ETFLowCleveland, OH2026-10-27
Timonier Family Office, Ltd.
1,135$281.4K0.1%ETFVery LowWinston Salem, NC2026-11-03
Millennium Capital Advisors, LLC
1,134$281.2K0.1%GrowthLowLittle Rock, AR2026-10-16
Harmony Asset Management LLC
1,132$280.7K0.1%GrowthMediumScottsdale, AZ2026-10-20
Clayton Financial Group LLC
1,131$280.5K0.1%ETFLowSt. Louis, MO2026-10-13
Englebert Financial Advisers, LLC
1,130$280.2K0.3%ETFMediumAllentown, PA2026-10-20
Pinnacle Bancorp, Inc.
1,126$279.2K0.1%CoreVery LowBeatrice, NE2026-10-21
Schear Investment Advisers, LLC
1,122$278.1K0.0%Agg GrowthMediumCincinnati, OH2026-10-14
Tempo Wealth, LLC
1,122$278.1K0.0%Agg GrowthLowIndependence, OH2026-10-14
Wealthstar Advisors, LLC
1,118$277.2K0.1%ETFMediumPlano, TX2026-10-19
QTR Family Wealth, LLC
1,115$276.4K0.1%GrowthMediumLake Mary, FL2026-11-02
Monument Group Wealth Advisors, LLC
1,114$276.2K0.1%ETFHighConcord, MA2026-10-21
Cooper S Advisors, LLC
1,111$275.5K0.1%ETFLowVictor, NY2026-11-03
Wealth Quarterback LLC
1,110$275.2K0.1%ETFMediumToms River, NJ2026-10-20
Investment Research Partners LLC
1,110$275.2K0.1%CoreLowLemont, PA2026-10-19
Insight Wealth Strategies, LLC
1,109$274.9K0.0%ETFHighSan Ramon, CA2026-10-09
Pennsylvania Capital Management Inc
1,103$273.5K0.1%GrowthLowHuntingdon Valley, PA2026-11-05
First Pacific Financial
1,100$272.7K0.0%ETFLowVancouver, WA2026-10-14
Clear Trail Advisors, LLC
1,099$272.5K0.0%CoreLowHouston, TX2026-10-20
Ballast Rock Private Wealth LLC
1,091$270.4K0.1%ETFMediumCharleston, SC2026-10-26
Voisard Asset Management Group, Inc.
1,090$270.2K0.1%ETFLowGrand Rapids, MI2026-10-13
Alliance Wealth Advisors, LLC
1,088$269.7K0.1%CoreVery LowScranton, PA2026-10-14
Stone Summit Wealth LLC
1,086$269.3K0.1%ETFLowMiami, FL2026-10-14
Values Added Financial LLC
1,083$268.5K0.1%ETFLowWashington, DC2026-10-28
Armstrong, Fleming & Moore, Inc
1,073$266.0K0.1%GrowthVery LowWashington, DC2026-10-28
Asset One Wealth Management LLC
1,073$266.0K0.0%GrowthLowBellevue, WA2026-11-02
High Net Worth Advisory Group LLC
1,070$265.3K0.1%ETFVery LowNaples, FL2026-10-26
Laurel Wealth Advisors LLC
1,070$265.3K0.0%CoreVery LowCharlotte, NC2026-10-27
USAdvisors Wealth Management, LLC
1,069$2650.0%ETFLowEden Prairie, MN2026-10-21
Chicago Capital, LLC
1,068$264.8K0.0%GrowthLowChicago, IL2026-10-13
Braun-Bostich & Associates Inc.
1,067$264.5K0.2%ETFMediumCanonsburg, PA2026-10-20
D.B. Root & Company, LLC
1,066$264.3K0.1%ETFLowPittsburgh, PA2026-11-04
Retiremitten Financial LLC
1,065$275.5K0.1%ETFN/AMilford, MI2026-11-05
Neumann Capital Management, LLC
1,056$261.8K0.1%GrowthVery LowFoster City, CA2026-10-15
Builder Investment Group Inc
1,055$261.6K0.1%GrowthVery LowAtlanta, GA2026-10-22
Seven Hills Financial, LLC
1,050$260.3K0.2%ETFN/ATallahassee, FL2026-10-13
Forbes J M & Co LLP
1,050$260.3K0.0%GrowthVery LowBoston, MA2026-10-16
Pines Wealth Management, LLC
1,050$260.3K0.1%GrowthLowSouthern Pines, NC2026-10-21
Mountain Pacific Investment Advisers LLC
1,050$260.3K0.0%CoreVery LowBoise, ID2026-10-29
Twelve Points Wealth Management LLC
1,046$270.5K0.1%ETFMediumConcord, MA2026-11-03
Inscription Capital, LLC
1,045$259.1K0.0%GARPMediumHouston, TX2026-11-02
Richard P Slaughter Associates Inc
1,042$258.3K0.1%ETFMediumAustin, TX2026-10-13
True Link Financial Advisors, LLC
1,033$256.1K0.0%ETFLowSan Francisco, CA2026-10-27
Schneider Downs Wealth Management Advisors, LP
1,032$256.0K0.0%ETFVery LowPittsburgh, PA2026-10-27
Lakeshore Financial Planning, Inc.
1,029$255.1K0.1%ETFLowSt. Clair Shores, MI2026-10-13
Clarity Wealth Advisors, LLC
1,028$254.9K0.0%ETFVery LowSan Jose, CA2026-10-21
Bluesphere Advisors LLC
1,026$254.5K0.1%ETFLowEast Norriton, PA2026-10-19
Heritage Family Offices, LLP
1,025$254.1K0.1%GrowthHighScottsdale, AZ2026-11-02
West Paces Advisors Inc.
1,024$253.9K0.0%ETFLowAtlanta, GA2026-10-13
Beacon Bank & Trust
1,022$253.4K0.0%CoreMediumBoston, MA2026-10-27
GW Henssler & Associates LTD
1,019$252.6K0.0%CoreMediumKennesaw, GA2026-10-26
Maple Capital Management, Inc.
1,018$252.4K0.0%GrowthLowMontpelier, VT2026-11-02
Cannon Financial Strategists, Inc.
1,015$251.7K0.0%ETFVery LowAthens, GA2026-10-19
KFA Private Wealth Group, LLC
1,015$251.8K0.1%ETFLowTysons, VA2026-10-07
Hourglass Capital, LLC
1,014$251.5K0.1%ValueMediumHouston, TX2026-10-26
Nearside Advisors, LLC
1,008$249.9K0.2%Agg GrowthN/AIndianapolis, IN2026-10-20
Founders Capital Management
1,007$249.8K0.1%GrowthLowHouston, TX2026-10-13
Inspirion Wealth Advisors, LLC
1,004$249.0K0.0%ETFMediumLibertyville, IL2026-10-09
Country Trust Bank
1,003$248.7K0.0%GrowthLowBloomington, IL2026-10-30
Missouri Trust & Investment Co
1,000$247.9K0.1%CoreVery LowSpringfield, MO2026-11-04
Burns J W & Co Inc
1,000$247.9K0.0%GrowthVery LowDewitt, NY2026-10-20
First City Capital Management, Inc.
1,000$247.9K0.1%CoreLowSavannah, GA2026-10-27
Charles Schwab Trust Co
999$247.7K0.0%ETFLowHenderson, NV2026-10-15
Global Wealth Management Investment Advisory, Inc.
996$247.1K0.0%CoreLowFort Lauderdale, FL2026-11-04
Lighthouse Financial LLC
994$246.4K0.1%Agg GrowthLowLargo, FL2026-10-23
Crumly & Associates Inc.
992$245.9K0.0%ETFMediumSpringfield, IL2026-10-07
Howard Wealth Management, LLC
982$243.6K0.1%ETFVery LowMadison, CT2026-10-28
XY Planning Network, Inc.
980$243.0K0.0%ETFLowBozeman, MT2026-10-14
Columbia Asset Management
980$243.0K0.0%CoreLowAnn Arbor, MI2026-10-19
Guerra PAN Advisors, LLC
978$249.8K0.1%GrowthVery LowMontclair, NJ2026-10-26
Fiduciary Alliance LLC
976$242.0K0.0%CoreMediumGreenville, SC2026-10-13
Mlp3, LLC
976$241.9K0.2%CoreVery LowLinwood, NJ2026-10-22
Sacks & Associates, LLC
974$241.5K0.2%ETFLowWarren, NJ2026-10-09
Carroll Advisory Group, LLC
972$240.9K0.1%ETFVery LowTexarkana, TX2026-10-16
Vision Capital Management, Inc.
958$237.5K0.0%CoreVery LowPortland, OR2026-10-20
Global Assets Advisory, LLC
958$240.1K0.1%GrowthHighOrlando, FL2026-10-28
TrustBank
956$237.0K0.1%ETFVery LowOlney, IL2026-10-20
Princeton Global Asset Management LLC
955$236.8K0.0%GrowthLowPrinceton, NJ2026-10-21
Ledgewood Wealth Advisors, LLC
950$235.5K0.1%ETFLowExeter, NH2026-10-09
Adirondack Capital Advisors, LLC
947$234.8K0.1%ETFVery LowSyracuse, NY2026-10-09
Manuka Financial, LLC
946$234.5K0.1%ETFVery LowRichmond, VA2026-10-16
Valpey Financial Services, LLC
940$233.2K0.1%ETFVery LowConcord, NH2026-10-30
KFG LLC
938$232.6K0.2%ETFN/ARapid City, SD2026-11-02
Discipline Wealth Solutions, LLC
934$231.6K0.0%ETFLowGreenville, SC2026-10-14
Wingate Wealth Advisors, Inc.
930$230.6K0.1%ETFVery LowLexington, MA2026-10-26
Physician Wealth Advisors, Inc.
919$227.7K0.0%ETFMediumMidvale, UT2026-10-20
Destiny Wealth Partners, LLC
919$238.4K0.0%ETFMediumTavares, FL2026-11-05
Granite FO LLC
919$227.8K0.1%GARPVery LowGilford, NH2026-10-14
Washington Trust Advisors, Inc.
918$227.6K0.0%GrowthLowWellesley, MA2026-10-22
Aviance Capital Partners, LLC
916$227.1K0.0%CoreLowNaples, FL2026-10-29
Midland Wealth Advisors, LLC
915$226.9K0.0%ETFLowEffingham, IL2026-10-26
Sage Private Wealth Group, LLC
913$226.4K0.1%ETFLowOakbrook Terrace, IL2026-10-21
Interchange Capital Partners, LLC
906$224.6K0.0%GrowthLowPittsburgh, PA2026-10-28
Capital Advisors Wealth Management, LLC
901$223.3K0.0%ETFLowYakima, WA2026-10-09
LifeWealth Investments, LLC
900$223.1K0.1%ETFMediumWinter Garden, FL2026-10-21
West Branch Capital LLC
900$223.1K0.1%GrowthVery LowAmherst, MA2026-10-20
First Financial Bank - Trust Division
896$222.1K0.0%CoreLowHamilton, OH2026-10-01
Vaughan & Co Securities, Inc.
895$221.9K0.1%ETFVery LowRidgewood, NJ2026-10-23
W.H. Cornerstone Investments Inc.
893$221.3K0.1%CoreLowKingston, MA2026-11-03
Financial Advisory Corp
891$220.8K0.0%ETFVery LowGrand Rapids, MI2026-10-14
Compass Ion Advisors, LLC
890$220.7K0.0%ETFVery LowConshohocken, PA2026-10-23
Provident Investment Management, Inc.
889$220.4K0.0%CoreMediumNovi, MI2026-10-23
Northwest Financial Advisors
887$219.9K0.0%ETFLowHerndon, VA2026-10-27
Advocate Group LLC
884$219.2K0.0%YieldLowMinnetonka, MN2026-10-19
eCIO, Inc.
884$222.5K0.1%ETFMediumMadison, WI2026-11-02
Inlet Private Wealth, LLC
883$218.9K0.1%ValueLowJupiter, FL2026-10-21
First Bancorp, Inc
882$218.7K0.1%ValueVery LowDamariscotta, ME2026-10-26
Valtinson Bruner Financial Planning LLC
879$218.0K0.1%ETFLowNew Brighton, MN2026-11-02
Westover Capital Advisors, LLC
872$216.2K0.0%MomentumLowWilmington, DE2026-10-26
HCR Wealth Advisors
866$214.8K0.0%GrowthLowLos Angeles, CA2026-10-15
Beverly Hills Private Wealth, LLC
863$213.9K0.0%ValueMediumBeverly Hills, CA2026-11-04
Weaver Consulting Group
856$212.2K0.0%ETFLowHuntington Beach, CA2026-10-07
Greenwood Gearhart LLC
856$212.2K0.0%ETFLowFayetteville, AR2026-11-02
Old Peak Finance LLC
856$212.2K0.1%ETFVery LowChapel Hill, NC2026-11-02
Firestone Capital Management
855$212.0K0.0%ETFVery LowSouth Miami, FL2026-11-03
Waterway Wealth Management, LLC
855$212.0K0.0%ETFMediumThe Woodlands, TX2026-10-28
Ti-Trust, Inc
853$211.5K0.1%CoreVery LowQuincy, IL2026-10-21
Journey Advisory Group, LLC
852$211.2K0.0%CoreMediumCovington, KY2026-11-04
Archer Investment Management, LLC
849$210.5K0.1%ETFHighAustin, TX2026-10-13
Matauro, LLC
849$210.5K0.0%ETFLowNew York, NY2026-11-03
Wernau Asset Management Inc.
847$210.0K0.1%CoreVery LowGloucester, MA2026-10-19
Cypress Financial Planning LLC
843$209.0K0.1%ETFLowHaddon Heights, NJ2026-10-09
Shelton Wealth Management, LLC
843$209.0K0.1%GrowthMediumFort Worth, TX2026-10-16
ShankerValleau Wealth Advisors, Inc.
842$208.8K0.1%ETFVery LowSkokie, IL2026-10-16
Manchester Financial Inc
842$208.8K0.0%ETFMediumWestlake Village, CA2026-10-15
Mayfair Advisory Group, LLC
834$206.8K0.1%ETFLowBirmingham, AL2026-10-20
Dahring | Cusmano LLC
831$206.1K0.1%ETFLowNovi, MI2026-11-03
Sulzberger Capital Advisors, Inc.
827$205.0K0.2%GrowthLowMiami, FL2026-10-20
Wealthcare Capital Management LLC
827$205.0K0.0%ETFVery LowRichmond, VA2026-10-21
Nfsg Corp
826$204.7K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Sima Wealth Partners, LLC
816$202.4K0.1%ETFVery LowRichmond, VA2026-10-19
BridgePort Financial Solutions, LLC
814$201.9K0.0%ETFLowFairfield, IA2026-11-02
Hegarty Advisors, LLC
813$201.6K0.1%ETFVery LowGarden City, NY2026-10-20
Echo45 Advisors LLC
807$200.1K0.1%ETFLowWalnut Creek, CA2026-10-07
Advocate Investing Services LLC
800$198.3K0.2%ETFLowWoodbine, MD2026-10-26
Creative Capital Management Investments LLC
794$196.9K0.0%ETFLowSan Diego, CA2026-10-28
Private Wealth Management Group, LLC
788$195.4K0.0%ETFLowPrinceton, NJ2026-10-19
Vima LLC
786$194.9K0.2%CoreLowTroy, MI2026-10-23
United Community Bank
772$191.4K0.1%CoreLowGreenville, SC2026-10-28
Activest Wealth Management
769$190.6K0.0%ETFLowAventura, FL2026-10-15
Moisand Fitzgerald Tamayo, LLC
763$189.2K0.0%ETFVery LowOrlando, FL2026-10-15
Marshall & Sterling Wealth Advisors Inc.
755$187.1K0.1%ETFMediumPoughkeepsie, NY2026-10-28
3Chopt Investment Partners, LLC
754$186.9K0.0%CoreLowRichmond, VA2026-10-30
Creative Financial Designs Inc
744$184.5K0.0%ETFMediumKokomo, IN2026-11-04
Hazlett, Burt & Watson, Inc.
734$88.1K0.1%CoreVery LowWheeling, WV2026-11-04
DB Fitzpatrick & Co, Inc
732$181.5K0.1%CoreMediumBoise, ID2026-10-19
Union Savings Bank
708$175.5K0.1%CoreLowLitchfield, CT2026-10-14
Ares Financial Consulting, LLC
686$170.1K0.1%CoreLowCalabasas, CA2026-10-19
Sellwood Investment Partners LLC
660$163.6K0.1%ETFLowPortland, OR2026-11-03
Ashurst Perkins Coie Trust Co
659$163.4K0.0%CoreVery LowSeattle, WA2026-10-15
High Point Wealth Management, LLC
659$163.4K0.1%ETFLowChester, NJ2026-11-05
Pacifica Partners Inc.
655$162.6K0.0%CoreLowSurrey, South Africa2026-10-09
Flagship Wealth Advisors, LLC
642$159.2K0.0%ETFLowWakefield, MA2026-11-03
Birchwood Financial Partners, Inc.
637$157.9K0.1%ETFVery LowBloomington, MN2026-11-02
Pension & Wealth Management Advisors, Inc.
627$155.5K0.0%ETFLowWaltham, MA2026-10-16
Foresight Capital Management Advisors, Inc.
624$154.7K0.1%CoreMediumSaline, MI2026-10-27
Silver Grove Financial Group, Inc.
596$147.9K0.1%CoreMediumOrchard Park, NY2026-11-05
Wolff Wiese Magana LLC
583$144.5K0.1%GrowthLowCarslbad, CA2026-10-15
Community Financial Services Group, LLC
576$143.0K0.0%GrowthLowNewport, VT2026-10-15
Arcadia Investment Advisors LLC
572$141.9K0.1%ETFLowEagle, ID2026-10-13
City State Bank
568$140.8K0.0%GrowthVery LowNorwalk, IA2026-10-20
MilWealth Group LLC
538$133.5K0.0%ETFVery LowMilwaukee, WI2026-11-02
Register Financial Advisors LLC
528$130.8K0.0%GARPLowAtlanta, GA2026-10-23
Provident Wealth Management, LLC
516$127.9K0.0%ETFVery LowBrentwood, TN2026-10-20
Abound Wealth Management
511$126.6K0.0%ETFVery LowFranklin, TN2026-10-26
IFS Advisors, LLC
508$126.1K0.0%ETFLowOverland Park, KS2026-10-14
North Point Portfolio Managers Corp
486$120.5K0.0%GrowthLowOrange Village, OH2026-10-07
Key Capital Management, Inc
482$119.5K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Capital Investment Counsel, Inc
475$117.8K0.0%GrowthVery LowRaleigh, NC2026-10-20
Cape Investment Advisory, Inc.
455$112.8K0.0%ETFLowMcdonough, GA2026-10-13
UMB Private Wealth Management, LLC
446$110.6K0.1%GrowthN/AKansas City, MO2026-10-19
Concord Wealth Partners
444$110.1K0.0%GrowthLowAbingdon, VA2026-11-02
Cherry Tree Wealth Management, LLC
431$106.9K0.0%ETFVery LowMinnetonka, MN2026-10-15
Burk Holdings LLC
418$103.6K0.0%ETFVery LowTulsa, OK2026-11-05
Investment Research & Advisory Group, Inc.
417$103.4K0.0%GrowthVery LowAtlanta, GA2026-10-19
Financial Consulate, Inc
396$98.2K0.0%ETFLowHunt Valley, MD2026-10-23
Retirement Wealth Solutions LLC
377$93.5K0.0%ETFLowMarshfield, WI2026-10-07
SRH Advisors, LLC
370$91.7K0.0%ETFVery LowSalina, KS2026-10-22
CKW Financial Group
358$890.0%ETFVery LowHonolulu, HI2026-10-29
Westside Investment Management, Inc.
344$85.3K0.0%GrowthLowSanta Monica, CA2026-11-02
North Star Investment Management Corp.
335$83.0K0.0%CoreLowChicago, IL2026-10-27
MidAtlantic Capital Management, Inc.
327$81.1K0.0%ETFVery LowRichmond, VA2026-11-05
Hickory Point Bank & Trust
327$81.1K0.0%CoreVery LowDecatur, IL2026-10-01
Catherine Avery Investment Management LLC
320$79.3K0.1%CoreMediumLongboat Key, FL2026-10-14
Bear Mountain Capital, Inc.
314$80.3K0.0%ETFLowSeattle, WA2026-11-04
Investors Research Corp
313$77.6K0.0%ETFLowAtlanta, GA2026-10-07
Noble Wealth Management PBC
305$75.6K0.0%YieldMediumGreenwood Village, CO2026-10-01
Rosenberg Matthew Hamilton
304$75.4K0.0%ETFVery LowGrand Junction, CO2026-10-05
Polaris Financial Partners
303$760.0%GrowthN/AWesterville, OH2026-10-02
Rossmore Private Capital
302$74.9K0.0%CoreLowGlastonbury, CT2026-10-27
RMG Wealth Management LLC
294$75.9K0.0%ETFVery HighPlatteville, WI2026-10-26
Piscataqua Savings Bank
290$71.9K0.0%CoreVery LowPortsmouth, NH2026-10-21
Wealth Enhancement Trust Services, Inc.
289$71.7K0.0%GrowthMediumSioux Falls, SD2026-10-07
Simplex Trading, LLC
276$68.4K0.0%CoreVery HighChicago, IL2026-11-04
Atlantic Edge Private Wealth Management, LLC
271$67.2K0.0%CoreLowJacksonville, FL2026-10-20
Signature Resources Capital Management, LLC
267$66.2K0.0%ETFLowNewport Beach, CA2026-10-16
Hilton Head Capital Partners, LLC
260$64.6K0.0%CoreMediumHilton Head Island, SC2026-10-23
Richardson Financial Services Inc.
243$60.2K0.0%GrowthMediumMedway, MA2026-10-30
Global Trust Asset Management, LLC
236$58.5K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Quaker Wealth Management, LLC
234$57.9K0.0%ETFMediumMoorestown, NJ2026-10-22
Salomon & Ludwin, LLC
229$56.8K0.0%ETFVery LowRichmond, VA2026-10-29
Valley National Advisers Inc
224$55.5K0.0%ETFLowBethlehem, PA2026-10-23
Financial Perspectives, Inc
224$55.6K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Owl Creek Wealth Partners LLC
218$54.1K0.0%IndexLowGreenwood Village, CO2026-10-20
Davis Capital Management
189$46.9K0.0%CoreLowJacksonville, FL2026-10-08
Peoples Financial Services Corp.
185$45.9K0.0%CoreVery LowMoosic, PA2026-10-20
SJS Investment Consulting Inc.
183$45.4K0.0%ETFVery LowSylvania, OH2026-10-26
Access Investment Management LLC
180$44.6K0.0%Deep ValueLowAtlanta, GA2026-10-23
Center for Financial Planning, Inc.
176$43.6K0.0%ETFLowSouthfied, MI2026-10-26
Halbert Hargrove Global Advisors, LLC
165$40.9K0.0%ETFLowLong Beach, CA2026-10-16
Triumph Capital Management
165$40.9K0.0%ETFMediumDenver, CO2026-10-14
New England Capital Financial Advisors LLC
163$40.4K0.0%ETFLowMeriden, CT2026-11-03
Advantage Trust Co
149$36.9K0.0%ETFVery LowSalina, KS2026-10-19
Holos Integrated Wealth LLC
148$37.7K0.0%ETFLowKennett Square, PA2026-10-23
Avion Wealth
144$350.0%ETFLowThe Woodlands, TX2026-11-04
Richards, Merrill & Peterson, Inc.
135$33.5K0.0%GrowthLowSpokane, WA2026-10-19
Armor Investment Advisors, LLC
135$33.5K0.0%ETFLowRaleigh, NC2026-10-27
Alta Capital Management LLC/
133$33.0K0.0%GrowthMediumSalt Lake City, UT2026-10-26
Bell Investment Advisors, Inc
129$32.0K0.0%ETFVery LowOrinda, CA2026-10-29
Syntax Research, Inc.
122$30.2K0.0%ETFMediumBoca Raton, FL2026-11-04
Reyes Financial Architecture, Inc.
121$30.0K0.0%ETFVery HighSan Diego, CA2026-10-22
Cornerstone National Bank & Trust Co
120$29.8K0.0%ETFMediumPalatine, IL2026-10-20
Midwest Capital Advisors, LLC
116$28.8K0.0%ETFHighGrand Rapids, MI2026-11-04
Fiduciary Advisors, Inc.
105$26.0K0.0%ETFLowSt. Louis, MO2026-10-16
Dynamic Wealth Strategies, LLC
100$24.8K0.0%ETFLowGranite Bay, CA2026-10-16
Putney Financial Group LLC
100$24.8K0.0%GrowthLowSan Rafael, CA2026-10-30
Chung Wu Investment Group, LLC
100$24.8K0.0%GrowthMediumSugar Land, TX2026-11-03
Wilkerson Advisory Group LLC
100$24.7K0.0%ETFMediumColumbia, MO2026-10-20
Financial Management Professionals, Inc.
96$23.8K0.0%ETFMediumAustin, TX2026-10-23
Gen-Wealth Partners Inc
87$21.6K0.0%CoreLowZeeland, MI2026-11-04
Signature Equity Partners, LLC
87$21.6K0.0%GrowthMediumColumbus, OH2026-10-29
Comprehensive Financial Planning, Inc.
85$21.1K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Planning Strategies Inc.
80$19.8K0.0%ETFN/ALancaster, PA2026-10-02
Richardson Capital Management LLC
80$19.8K0.0%ETFLowMenomonee Falls, WI2026-10-23
Virginia Estate & Retirement Planning Advisors Inc.
74$18.3K0.0%ETFLowGlen Allen, VA2026-10-14
DeDora Capital, Inc.
72$17.9K0.0%ETFVery LowNapa, CA2026-10-26
Old Second National Bank of Aurora
63$15.6K0.0%CoreLowAurora, IL2026-10-22
Downshift Financial, LLC
55$13.6K0.0%ETFLowBoulder, CO2026-10-13
Realta Investment Advisors
54$13.5K0.0%GrowthMediumWilmington, DE2026-10-14
Nemes Rush Group LLC
51$12.6K0.0%CoreVery LowNovi, MI2026-11-04
High Note Wealth, LLC
47$11.7K0.0%ETFVery LowDeephaven, MN2026-10-27
Ascentis Wealth Management, LLC
47$11.7K0.0%Agg GrowthLowDallas, TX2026-11-03
Bullock Wealth Management Group
46$11.5K0.0%GrowthLowBloomington, IN2026-10-09
Intelligent Financial Strategies
44$10.9K0.0%ETFVery LowExcelsior, MN2026-10-16
Mosley Wealth Management
43$11.0K0.0%ETFHighAnaheim, CA2026-10-16
Rydar Equities, Inc.
42$10.5K0.0%CoreVery LowWeatherford, TX2026-10-13
Godsey & Gibb, Inc
42$10.4K0.0%CoreLowRichmond, VA2026-10-14
Reap Financial Group, LLC
41$10.2K0.0%ETFLowAustin, TX2026-11-02
BankChampaign, National Association
40$9.9K0.0%GrowthMediumChampaign, IL2026-10-19
Bfsg, LLC
39$9.7K0.0%CoreLowIrvine, CA2026-10-30
Evolution Wealth Management Inc.
36$8.9K0.0%ETFMediumFort Myers, FL2026-10-28
Montgomery Financial Services LLC
36$8.9K0.0%ETFN/AOcean City, MD2026-11-03
First Community Trust NA
36$8.9K0.0%GrowthLowDubuque, IA2026-10-07
Daytona Street Capital LLC
35$8.8K0.0%Deep ValueMediumSaint Louis, MO2026-10-15
Elevated Capital Advisors, LLC
33$8.2K0.0%ETFMediumSandy, UT2026-11-04
Granite Investment Partners, LLC
29$7.2K0.0%CoreMediumEl Segundo, CA2026-11-04
Legacy Bridge, LLC
25$6.2K0.0%GrowthVery LowWest Des Moines, IA2026-10-28
Horizons Wealth Management
25$6.2K0.0%ETFLowAsheville, NC2026-10-05
Quest 10 Wealth Builders, Inc.
23$5.7K0.0%ETFLowFuquay-Varina, VA2026-11-02
Dhjj Financial Advisors, Ltd.
20$5.0K0.0%ETFVery LowNaperville, IL2026-10-23
Toth Financial Advisory Corp
20$5.0K0.0%CoreLowLeesburg, VA2026-10-08
Morton Brown Family Wealth, LLC
19$4.7K0.0%ETFVery LowAllentown, PA2026-10-23
Buck Wealth Strategies, LLC
17$4.3K0.0%ValueMediumDenver, CO2026-10-28
Fairman Group, LLC
16$4.0K0.0%ETFLowChesterbrook, PA2026-10-26
Markowski Investments
16$4.0K0.0%ETFN/ATampa, FL2026-10-30
IMG Wealth Management, Inc.
9$2.2K0.0%ETFMediumJacksonville, FL2026-10-27
Main Street Group, LTD
8$2.0K0.0%ETFMediumGlen Allen, VA2026-10-28
Hughes Financial Services, LLC
7$1.8K0.0%ETFLowHerndon, VA2026-10-30
Contravisory Investment Management, Inc.
4$9920.0%MomentumHighNorwell, MA2026-10-13
Prudent Man Investment Management, Inc.
1$2170.0%ETFVery LowLouisville, CO2026-11-03
Prairie Wealth Advisors, Inc.
0$1.0M0.2%CoreVery LowOmaha, NE2026-10-29