Ishares S&P Mid-Cap 400 Grow (IJK)

				Style	Turnover	Location	Filed
D.A. Davidson & Co.	1,283,941	$140.7M	0.8%	Core	Low	Great Falls, MT	2026-10-28
Keybank National Association	564,179	$61.8M	0.2%	Core	Low	Brooklyn, OH	2026-11-04
Commonwealth Equity Services, LLC	511,698	$56.1M	0.1%	ETF	Low	Waltham, MA	2026-11-02
Willis Johnson Wealth, Inc.	457,033	$50.1M	2.8%	ETF	Low	Houston, TX	2026-11-03
Bokf, NA	446,970	$49.0M	0.7%	Core	Low	Tulsa, OK	2026-10-27
Regions Financial Corp	442,971	$48.6M	0.3%	Core	Low	Birmingham, AL	2026-11-05
Truist Financial Corp	431,390	$47.3M	0.1%	Core	Low	Charlotte, NC	2026-10-30
Midland Wealth Advisors, LLC	386,069	$42.3M	2.0%	ETF	Low	Effingham, IL	2026-10-26
Lido Advisors, LLC	361,796	$39.7M	0.1%	Growth	Low	Los Angeles, CA	2026-11-04
Wilmington Savings Fund Society, FSB	332,289	$36.4M	0.8%	Core	Low	Wilmington, DE	2026-10-23
Courier Capital LLC	255,572	$28.0M	1.4%	ETF	Low	Buffalo, NY	2026-10-19
Kozak & Associates, Inc.	225,037	$24.5M	4.4%	ETF	Low	Highlands Ranch, CO	2026-10-29
Capital Advisors, Ltd. LLC	210,449	$23.1K	0.0%	ETF	Low	Shaker Heights, OH	2026-10-27
Cassaday & Co Wealth Management LLC	209,041	$22.9M	0.4%	ETF	Very Low	Mclean, VA	2026-10-27
Hudson Capital Management LLC	203,787	$22.3M	5.5%	Value	Low	Ramsey, NJ	2026-10-20
Creative Planning	198,971	$21.8M	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
AlphaCore Capital LLC	189,684	$20.8M	0.3%	ETF	Low	La Jolla, CA	2026-11-04
Kestra Advisory Services, LLC	183,929	$20.2M	0.1%	Core	Low	Austin, TX	2026-11-02
Sterling Financial Planning, Inc.	183,776	$20.1M	5.5%	ETF	Very Low	Sparta, NJ	2026-10-28
Salomon & Ludwin, LLC	164,653	$18.0M	1.5%	ETF	Very Low	Richmond, VA	2026-10-29
Cambridge Investment Research Advisors, Inc.	162,699	$17.8K	0.0%	ETF	Low	Fairfield, IA	2026-11-02
1834 Investment Advisors Co	145,366	$15.9M	1.8%	Value	Low	Milwaukee, WI	2026-10-16
Inspirion Wealth Advisors, LLC	141,784	$15.5M	1.8%	ETF	Medium	Libertyville, IL	2026-10-09
GHP Investment Advisors, Inc.	137,084	$15.0M	0.6%	Core	Very Low	Denver, CO	2026-10-15
Ifrah Financial Services, Inc.	131,059	$14.4M	3.6%	ETF	Low	Little Rock, AR	2026-10-13
Cullen T Bankers, Inc.	128,772	$14.1M	0.1%	Growth	Low	San Antonio, TX	2026-10-28
PW Nova Financial Services LLC	127,630	$14.0M	2.9%	ETF	Low	Newtown, PA	2026-10-15
Ashton Thomas Private Wealth, LLC	109,308	$12.0M	0.2%	Core	Medium	Scottsdale, AZ	2026-11-03
First Merchants Corp	108,701	$11.9M	0.4%	Growth	Low	Muncie, IN	2026-10-15
Ddfg, Inc	104,776	$11.5M	2.3%	ETF	Low	Thousand Oaks, CA	2026-10-15
White Pine Investment Co	101,888	$11.2K	0.0%	ETF	Very Low	Livonia, MI	2026-10-15
JFS Wealth Advisors, LLC	91,478	$10.0M	0.5%	ETF	Very Low	Hermitage, PA	2026-11-03
Associated Banc-Corp	87,736	$9.6M	0.2%	Core	Low	Green Bay, WI	2026-10-30
Bryn Mawr Trust Advisors, LLC	84,077	$9.2M	0.4%	Core	Low	Philadelphia, PA	2026-11-04
OFS Enterprise LLC	82,590	$9.1M	2.4%	ETF	Very Low	Kearney, NE	2026-10-16
Farther Finance Advisors, LLC	76,873	$8.4M	0.1%	Index	Low	San Francisco, CA	2026-10-08
Rodgers & Associates, LTD	73,117	$8.0M	0.8%	ETF	Very Low	Lancaster, PA	2026-10-20
First Citizens Financial Corp	72,411	$7.9M	3.3%	ETF	Low	Mason City, IA	2026-10-02
Greenleaf Trust	69,425	$7.6M	0.1%	Core	Low	Kalamazoo, MI	2026-10-29
Parr Mcknight Wealth Management Group, LLC	67,835	$7.4M	0.9%	Core	Medium	Minneapolis, MN	2026-10-30
HB Wealth Management, LLC	67,762	$7.4M	0.0%	Index	Very Low	Atlanta, GA	2026-10-23
Denver PWM, LLC	67,273	$7.4M	2.4%	ETF	Low	Denver, CO	2026-10-22
Mechanics Bank Trust Department	66,449	$7.3M	0.9%	Core	Low	Walnut Creek, CA	2026-10-13
Prospera Financial Services Inc	62,881	$6.8M	0.1%	Core	Medium	Dallas, TX	2026-11-04
Jnba Financial Advisors	60,061	$6.6M	0.5%	ETF	Medium	Bloomington, MN	2026-11-03
Goelzer Investment Management, Inc.	59,446	$6.5M	0.3%	Growth	Low	Carmel, IN	2026-10-16
Guidance Point Advisors, LLC	58,379	$6.4M	1.3%	ETF	Very Low	Wellesley, MA	2026-10-15
InvesTrust	57,284	$6.3M	2.5%	Core	Low	Oklahoma City, OK	2026-10-14
Choreo, LLC	52,910	$5.8M	0.1%	Index	Low	Rockford, IL	2026-10-28
Citizens Financial Group Inc	51,965	$5.7M	0.1%	Growth	Low	Providence, RI	2026-10-23
Wealth Enhancement Advisory Services, LLC	50,324	$5.6M	0.0%	Core	Low	Plymouth, MN	2026-10-13
Soltis Investment Advisors LLC	49,025	$5.4M	0.2%	Core	Medium	St. George, UT	2026-10-28
Fulton Breakefield Broenniman LLC	48,028	$5.3M	0.3%	Growth	Low	Bethesda, MD	2026-11-03
Berman McAleer LLC	47,901	$5.3M	0.6%	ETF	Very Low	Timonium, MD	2026-10-16
Tritonpoint Wealth, LLC	46,274	$5.1M	0.5%	Core	Low	Chevy Chase, MD	2026-10-19
Maltin Wealth Management, Inc.	46,016	$5.0M	1.6%	ETF	Medium	Ridgewood, NJ	2026-10-13
Independence Financial Advisors, LLC	45,543	$5.0M	1.3%	ETF	Medium	Franklin, NH	2026-10-08
Neumann Capital Management, LLC	45,360	$5.0M	1.3%	Growth	Very Low	Foster City, CA	2026-10-15
BKM Wealth Management, LLC	44,337	$4.9M	1.6%	Growth	Low	Brookfield, WI	2026-10-22
Citigroup Inc	44,270	$4.9M	0.0%	Core	Medium	New York, NY	2026-11-04
Concurrent Investment Advisors, LLC	44,173	$4.8M	0.0%	Growth	Medium	Tampa, FL	2026-10-16
Ashurst Perkins Coie Trust Co	43,538	$4.8M	0.8%	Core	Very Low	Seattle, WA	2026-10-15
Triangle Securities Wealth Management	41,778	$4.6M	0.9%	Core	Low	Raleigh, NC	2026-10-14
Lee, Kelleher & Klein Wealth Management	40,792	$4.5M	2.3%	ETF	Very Low	Ellicott City, MD	2026-10-08
Fifth Third Wealth Advisors LLC	38,907	$4.3M	0.1%	Index	Very Low	Cincinnati, OH	2026-10-22
ANB Bank	37,917	$4.2M	1.5%	Core	Low	Denver, CO	2026-10-09
Midwest Trust Co	37,078	$4.1M	0.0%	Core	Low	Overland Park, KS	2026-10-22
Cranbrook Wealth Management, LLC	36,253	$4.0M	0.8%	ETF	Very Low	Bloomfield Hills, MI	2026-10-28
Trail Ridge Investment Advisors, LLC	36,084	$4.0M	1.7%	Core	Low	Fort Collins, CO	2026-10-16
CFS Investment Advisory Services, LLC	36,084	$4.1M	0.3%	ETF	Medium	Totowa, NJ	2026-10-19
Fifth Third Securities, Inc.	35,483	$3.9M	0.2%	ETF	Low	Cincinnati, OH	2026-10-21
LTG Capital LLC	35,306	$3.9M	2.7%	ETF	Low	Framingham, MA	2026-11-04
Weinberger Asset Management, Inc	35,007	$3.8M	1.2%	ETF	Very Low	Los Angeles, CA	2026-10-28
Whitaker-Myers Wealth Managers, Ltd.	34,945	$3.8M	0.6%	ETF	Medium	Mansfield, OH	2026-10-09
Ironwood Financial, llc	34,861	$3.8M	0.6%	ETF	Low	Tucson, AZ	2026-10-20
Idaho Trust Co	34,215	$3.8M	1.1%	ETF	Low	Boise, ID	2026-11-04
Plan A Wealth LLC	32,176	$3.5M	1.3%	Core	Low	Lincoln, NE	2026-10-08
Segment Wealth Management, LLC	31,700	$3.5M	0.2%	Core	Low	Houston, TX	2026-10-26
Dumont & Blake Investment Advisors LLC	30,862	$3.4M	0.8%	Core	Very Low	Princeton, NJ	2026-10-28
Summit Wealth Group LLC / Co	28,758	$3.2M	0.2%	ETF	High	Colorado Springs, CO	2026-10-29
Corundum Group, Inc.	28,619	$3.1M	0.8%	Core	Low	Colorado Springs, CO	2026-10-28
Oppenheimer & Co Inc	28,513	$3.1M	0.0%	Core	Low	New York, NY	2026-10-26
Founders Grove Wealth Partners, LLC	27,603	$3.0M	0.6%	ETF	Low	Richmond, VA	2026-10-16
Sigma Planning Corp	27,561	$3.0M	0.1%	Growth	Medium	Ann Arbor, MI	2026-10-23
Murphy, Middleton, Hinkle & Parker, Inc.	27,419	$3.0M	1.2%	Core	Very High	Thomasville, GA	2026-10-15
Stordahl Capital Management, Inc.	26,738	$2.9M	0.5%	ETF	Very Low	Greenwood Village, CO	2026-10-22
Ullmann Wealth Partners Group, LLC	26,719	$2.9M	0.3%	ETF	Low	Jacksonville Beach, FL	2026-11-02
CX Institutional	26,577	$2.9K	0.1%	Core	Medium	Auburn, IN	2026-10-02
First Hawaiian Bank	26,289	$2.9M	0.3%	ETF	Very Low	Honolulu, HI	2026-10-14
Jmac Enterprises LLC	26,257	$2.9M	0.5%	ETF	Very Low	Newtown, PA	2026-10-30
Foundation Wealth Management, LLC	25,210	$2.8M	1.5%	ETF	Low	Clayton, MO	2026-10-22
GC Wealth Management RIA, LLC	24,939	$2.7M	0.1%	Growth	Medium	Cambridge, MA	2026-11-02
Grey Ledge Advisors, LLC	24,846	$2.7M	0.6%	Core	Low	Guilford, CT	2026-11-02
Spire Wealth Management	24,729	$2.7M	0.1%	Growth	Medium	Mclean, VA	2026-10-30
Apollon Wealth Management, LLC	23,642	$2.6M	0.0%	Growth	Low	Mount Pleasant, SC	2026-10-23
DT Investment Partners, LLC	23,118	$2.5M	0.2%	ETF	Very Low	Chadds Ford, PA	2026-10-27
Farmers & Merchants Investments Inc	22,758	$2.5M	0.1%	Core	Very Low	Lincoln, NE	2026-10-22
Corundum Trust Company, Inc	22,354	$2.5M	6.5%	Core	Very Low	Sioux Falls, SD	2026-10-29
Smith Shellnut Wilson LLC	22,174	$2.4M	0.9%	Core	Very Low	Ridgeland, MS	2026-10-21
Codex Capital Asset Management L.L.C.	22,050	$2.4M	0.8%	Growth	Low	Dallas, TX	2026-10-30
Transcendent Capital Group LLC	21,992	$2.4M	1.0%	ETF	Medium	Edmond, OK	2026-10-28
Alpine Bank Wealth Management	21,340	$2.3M	0.3%	ETF	High	Grand Junction, CO	2026-10-16
Glass Jacobson Investment Advisors llc	21,286	$2.3M	0.7%	ETF	Low	Owings Mills, MD	2026-10-26
Retirement Planning Group, LLC	20,793	$2.3M	0.1%	ETF	Very Low	Leawood, KS	2026-10-19
Davis Investment Partners, LLC	20,650	$2.3M	0.7%	ETF	Low	Charlotte, NC	2026-11-05
Avior Wealth Management, LLC	20,309	$2.2M	0.1%	ETF	Medium	Omaha, NE	2026-10-13
Darrow Company, Inc.	20,088	$2.2M	0.9%	ETF	Very Low	Needham, MA	2026-10-22
Stenger Family Office, LLC	19,970	$2.2M	0.3%	Growth	Medium	Naperville, IL	2026-10-22
Crestwood Advisors Group, LLC	19,923	$2.2M	0.0%	Growth	Low	Boston, MA	2026-10-27
Lifestyle Asset Management, Inc.	19,779	$2.2M	0.5%	ETF	High	Friendswood, TX	2026-10-20
Royal Fund Management, LLC	19,776	$2.2M	0.2%	Growth	Medium	Lady Lake, FL	2026-10-22
Harbor Investment Advisory, LLC	18,497	$2.0M	0.1%	Growth	Low	Lutherville, MD	2026-10-13
Partners Wealth Management, LLC	18,325	$2.0M	0.2%	Core	Low	Carmel By The Sea, CA	2026-10-28
Meridian Wealth Management, LLC	18,220	$2.0M	0.1%	Growth	Low	Lexington, KY	2026-11-05
C2c Wealth Management, LLC	18,151	$2.0M	1.5%	Core	Low	Scottsdale, AZ	2026-10-20
Avantax Planning Partners, Inc.	17,585	$1.9M	0.0%	ETF	Low	Dubuque, IA	2026-11-03
Old National Bancorp	17,556	$1.9M	0.0%	Core	Low	Evansville, IN	2026-10-20
Independent Financial Group, LLC	17,504	$1.9M	0.0%	Growth	Low	San Diego, CA	2026-10-13
Stackstone Wealth, LLC	17,493	$1.9M	0.2%	Core	N/A	Dubuque, IA	2026-10-19
Fulton Bank, N.A.	17,321	$1.9M	0.1%	Core	Low	Lancaster, PA	2026-10-14
Hazlett, Burt & Watson, Inc.	16,981	$1.5M	0.8%	Core	Very Low	Wheeling, WV	2026-11-04
Trust Co of Vermont	16,895	$1.9M	0.1%	Core	Very Low	Brattleboro, VT	2026-10-21
Anderson Hoagland & Co	16,582	$1.8M	0.1%	ETF	Low	St Louis, MO	2026-10-23
StoneX Group Inc.	16,433	$1.8M	0.1%	ETF	Medium	New York, NY	2026-11-03
Verdence Capital Advisors LLC	15,830	$1.7M	0.1%	Core	Medium	Hunt Valley, MD	2026-10-26
Columbia Bank	15,721	$1.7M	0.4%	Growth	Low	Lake Oswego, OR	2026-10-29
Genesis Private Wealth, LLC	15,632	$1.7M	0.5%	ETF	Low	Ashburn, VA	2026-11-02
Finley Financial, LLC	15,037	$1.7M	0.7%	ETF	Very Low	Las Vegas, NV	2026-10-28
Ellis Investment Partners, LLC	13,882	$1.5M	0.2%	ETF	Low	Berwyn, PA	2026-10-21
YHB Investment Advisors, Inc.	13,822	$1.5M	0.1%	Growth	Low	West Hartford, CT	2026-10-08
Pittenger & Anderson Inc	13,800	$1.5M	0.1%	Core	Low	Lincoln, NE	2026-11-02
Mowery & Schoenfeld Wealth Management, LLC	13,200	$1.4M	1.6%	Growth	Medium	Lincolnshire, IL	2026-10-28
Fairscale Capital, LLC	13,114	$1.4M	0.8%	Growth	Very Low	Nashua, NH	2026-11-04
TD Private Client Wealth LLC	13,090	$1.4M	0.0%	ETF	Low	New York, NY	2026-10-28
PKS Advisory Services, LLC	13,029	$1.5M	0.2%	ETF	Medium	Albany, NY	2026-10-26
First Horizon Corp	12,964	$1.4M	0.1%	Core	Low	Memphis, TN	2026-10-26
City Holding Co	12,773	$1.4M	0.2%	Core	Low	Charleston, WV	2026-10-19
MassMutual Private Wealth & Trust, FSB	12,401	$1.4M	0.0%	Core	Low	Springfield, MA	2026-10-05
Watchman Group, Inc.	12,289	$1.3M	0.3%	ETF	Low	Plano, TX	2026-10-16
Brighton Jones LLC	12,051	$1.3M	0.0%	Core	Very Low	Seattle, WA	2026-11-03
Embree Financial Group	11,853	$1.3M	0.1%	ETF	Low	Chicago, IL	2026-10-22
Aprio Wealth Management, LLC	11,827	$1.3M	0.1%	ETF	Medium	Atlanta, GA	2026-10-28
Daymark Wealth Partners, LLC	11,818	$1.3M	0.0%	Core	Low	Cincinnati, OH	2026-11-04
Cordoba Advisory Partners LLC	11,583	$1.3M	0.2%	ETF	Medium	New York, NY	2026-10-19
Fortitude Family Office, LLC	11,539	$1.3M	0.2%	ETF	Medium	Scottsdale, AZ	2026-10-14
Greenspring Advisors, LLC	11,476	$1.3M	0.1%	ETF	Very Low	Towson, MD	2026-11-05
Marietta Wealth Management, LLC	11,220	$1.2M	0.1%	Growth	Low	Marietta, GA	2026-10-22
Bangor Savings Bank	11,168	$1.2M	0.1%	ETF	Low	Bangor, ME	2026-10-06
Laurel Wealth Advisors LLC	11,019	$1.2M	0.1%	Core	Very Low	Charlotte, NC	2026-10-27
First Citizens Bank & Trust Co	10,924	$1.2M	0.0%	Core	Medium	Raleigh, NC	2026-10-14
Vicus Capital	10,848	$1.2M	0.1%	ETF	Medium	State College, PA	2026-11-05
Meridian Investment Counsel Inc.	10,644	$1.2M	0.3%	GARP	Low	Lafayette, CA	2026-10-14
Schneider Downs Wealth Management Advisors, LP	10,589	$1.2M	0.1%	ETF	Very Low	Pittsburgh, PA	2026-10-27
Plante Moran Financial Advisors, LLC	10,248	$1.1M	0.1%	ETF	Very Low	Southfield, MI	2026-11-04
Chicago Partners Investment Group LLC	10,074	$1.1M	0.0%	GARP	Low	Chicago, IL	2026-10-27
Harbour Capital Advisors, LLC	10,055	$1.1M	0.2%	Growth	Low	Tysons Corner, VA	2026-10-13
International Assets Investment Management, LLC	10,013	$1.1M	0.1%	Core	Very High	Orlando, FL	2026-11-02
Breakwater Capital Group	9,725	$1.1M	0.1%	ETF	Low	Paramus, NJ	2026-10-09
Patten Group, Inc.	9,391	$1.0M	0.2%	Core	Low	Chattanooga, TN	2026-10-26
Veratis Advisors, Inc.	9,387	$1.0M	0.8%	ETF	N/A	Cary, NC	2026-11-03
Venture Visionary Partners LLC	9,367	$1.0M	0.0%	Core	Low	Sylvania, OH	2026-10-07
Vise Technologies, Inc.	9,320	$1.0M	0.0%	Index	Low	New York, NY	2026-10-29
Prime Capital Investment Advisors, LLC	9,296	$1.0M	0.0%	ETF	Low	Overland Park, KS	2026-10-20
RKL Wealth Management LLC	9,288	$1.0M	0.1%	ETF	Very Low	Lancaster, PA	2026-10-16
Atlas Brown,Inc.	9,284	$1.0M	0.3%	Growth	Low	Louisville, KY	2026-10-09
Parallel Advisors, LLC	9,263	$1.0M	0.0%	Index	Low	San Francisco, CA	2026-11-03
First Heartland Consultants, Inc.	9,236	$1.0M	0.1%	ETF	Medium	Lake St. Louis, MO	2026-10-08
Heartwood Wealth Advisors LLC	9,234	$1.0M	0.1%	ETF	Low	Richmond, VA	2026-10-05
Oakworth Capital, Inc.	8,952	$981.2K	0.0%	ETF	Low	Birmingham, AL	2026-10-26
Davidson Trust Co	8,944	$980.6K	0.4%	Core	Low	Seattle, WA	2026-10-09
Private Trust Co NA	8,922	$977.9K	0.1%	Core	Low	Cleveland, OH	2026-10-20
EverSource Wealth Advisors, LLC	8,913	$977.0K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
NTV Asset Management LLC	8,830	$967.9K	0.1%	Growth	Low	Charleston, WV	2026-10-23
Busey Bank	8,713	$955.0K	0.0%	Growth	Very Low	Urbana, IL	2026-10-26
Keenan, LLC	8,705	$954.2K	0.7%	ETF	Low	Boston, MA	2026-10-23
Peterson Wealth Advisors, LLC	8,679	$951.3K	0.1%	ETF	Low	Orem, UT	2026-10-08
Griffin Asset Management, Inc.	8,660	$949.2K	0.1%	Core	Low	New York, NY	2026-10-22
Atlantic Edge Private Wealth Management, LLC	8,583	$940.8K	0.2%	Core	Low	Jacksonville, FL	2026-10-20
Bluedoor Private Wealth, LLC	8,560	$938.3K	0.4%	Core	Low	Beverly, MA	2026-11-05
Atria Investments, Inc	8,530	$934.9K	0.0%	Core	Medium	Charlotte, NC	2026-10-15
AdvisorNet Financial, Inc	8,498	$925.2K	0.0%	ETF	Low	Minnetonka, MN	2026-10-15
Brandywine OAK Private Wealth LLC	8,414	$922.3K	0.1%	ETF	Very Low	Kennett Square, PA	2026-10-23
Welch & Forbes LLC	8,373	$917.8K	0.0%	Core	Very Low	Boston, MA	2026-11-04
Wagner Wealth Management, LLC	8,280	$907.6K	0.2%	ETF	Low	Greenville, SC	2026-10-21
Gables Capital Management Inc.	8,016	$878.6K	0.3%	Growth	Very Low	Miami, FL	2026-11-04
Montecito Bank & Trust	7,919	$868.0K	0.1%	Growth	Very Low	Santa Barbara, CA	2026-10-01
HMS Capital Management, LLC	7,873	$862.9K	0.3%	Growth	Medium	Nashville, TN	2026-10-20
DSG Capital Advisors, LLC	7,852	$860.7K	0.1%	Growth	Low	Edina, MN	2026-11-05
IFP Advisors, Inc	7,783	$853.1K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Glenview Trust Co	7,780	$852.8K	0.0%	Growth	Very Low	Louisville, KY	2026-10-28
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	7,730	$847.3K	0.0%	ETF	Medium	Westlake, OH	2026-10-14
Valeo Financial Advisors, LLC	7,700	$844.0K	0.0%	ETF	Low	Carmel, IN	2026-10-08
Allen Investment Management, LLC	7,556	$828.2K	0.0%	Momentum	Medium	New York, NY	2026-11-03
Texas Bank & Trust Co	7,512	$823.4K	0.3%	Core	Low	Longview, TX	2026-11-04
TCV Trust & Wealth Management, Inc.	7,424	$813.7K	0.1%	Core	Very Low	Richmond, VA	2026-10-16
AWM Capital, LLC	7,224	$791.8K	0.1%	ETF	Low	Phoenix, AZ	2026-10-16
Hickory Point Bank & Trust	7,181	$787.1K	0.5%	Core	Very Low	Decatur, IL	2026-10-01
Private Management Group Inc	7,165	$785.4K	0.0%	Yield	Low	Irvine, CA	2026-11-04
Compton Wealth Advisory Group, LLC	7,134	$790.8K	0.2%	ETF	Very Low	Virginia Beach, VA	2026-10-13
Heck Capital Advisors, LLC	7,093	$777.5K	0.0%	ETF	Medium	Rhinelander, WI	2026-10-14
Focus Financial Network, Inc.	7,083	$776.4K	0.0%	ETF	Low	Minneapolis, MN	2026-10-14
Outlook Wealth Advisors, LLC	7,077	$775.7K	0.2%	ETF	Medium	Shenandoah, TX	2026-10-28
Allspring Global Investments Holdings, LLC	7,076	$784.3K	0.0%	Core	Medium	Charlotte, NC	2026-11-04
Nicholas Hoffman & Company, Llc.	7,056	$773.4K	0.0%	ETF	Very Low	Atlanta, GA	2026-10-30
Perigon Wealth Management, LLC	7,041	$771.8K	0.0%	Growth	Low	San Francisco, CA	2026-10-22
Park Avenue Securities LLC	7,036	$771	0.0%	ETF	Medium	New York, NY	2026-10-26
Robertson Stephens Wealth Management, LLC	7,025	$770.0K	0.0%	ETF	Medium	San Francisco, CA	2026-10-16
Crescent Grove Advisors, LLC	6,983	$765.4K	0.1%	ETF	Low	Lake Forest, IL	2026-10-21
River Street Advisors LLC	6,942	$760.9K	0.2%	Core	Low	Aurora, IL	2026-10-22
Hubbell Strickland Wealth Management, LLC	6,910	$757.4K	0.3%	ETF	Very Low	New Orleans, LA	2026-10-29
Bank of Stockton	6,888	$755.0K	0.2%	Core	Low	Stockton, CA	2026-10-20
Mather Group, Llc.	6,840	$749.7K	0.0%	ETF	Medium	Chicago, IL	2026-10-14
Tannin Capital LLC	6,721	$736.7K	0.6%	Core	Medium	Charlotte, NC	2026-11-05
Montis Financial, LLC	6,661	$730.1K	0.2%	ETF	Low	Waltham, MA	2026-11-04
RFG Advisory, LLC	6,652	$729.2K	0.0%	ETF	Medium	Birmingham, AL	2026-11-03
Cahaba Wealth Management, Inc.	6,556	$718.6K	0.0%	ETF	Very Low	Atlanta, GA	2026-10-26
Smith & Howard Wealth Management, LLC	6,442	$706.1K	0.1%	ETF	Low	Atlanta, GA	2026-10-27
Modera Wealth Management, LLC	6,427	$704.5K	0.0%	ETF	Very Low	Westwood, NJ	2026-10-28
Washington Trust Bank	6,371	$698.3K	0.0%	Core	Low	Spokane, WA	2026-11-03
Legacy Private Trust Co.	6,370	$698.2K	0.0%	ETF	Low	Neenah, WI	2026-10-06
Prosperity Planning, Inc.	6,342	$695.1K	0.2%	ETF	Very Low	North Kansas City, MO	2026-10-09
MSH Capital Advisors LLC	6,340	$694.9K	0.1%	Core	Low	Scottsdale, AZ	2026-11-03
Signature Wealth Management Partners, LLC	6,300	$690.5K	0.3%	Growth	Very Low	Montvale, NJ	2026-10-21
Mine & Arao Wealth Creation & Management, Llc.	6,270	$687.3K	0.2%	Growth	Very Low	Campbell, CA	2026-10-29
Uhlmann Price Securities, LLC	6,221	$681.9K	0.0%	Agg Growth	Low	Skokie, IL	2026-11-03
August Group Capital Ltd	6,191	$678.5K	0.7%	Growth	Medium	Toronto, Australia	2026-10-14
Friday Financial	6,177	$684.7K	0.1%	ETF	Very Low	Dubuque, IA	2026-10-09
Mission Wealth Management, LP	6,110	$669.7K	0.0%	ETF	Low	Santa Barbara, CA	2026-10-15
Palisade Asset Management, LLC	6,107	$669.4K	0.1%	Core	Very Low	Minneapolis, MN	2026-11-03
LexAurum Advisors, LLC	6,039	$661.9K	0.1%	ETF	Low	Overland Park, KS	2026-10-19
Pinnacle Financial Group, LLC / IL	6,005	$658.2K	0.2%	ETF	Very Low	Western Springs, IL	2026-10-29
Kohmann Bosshard Financial Services, LLC	5,900	$646.7K	0.1%	ETF	Low	Fairlawn, OH	2026-11-04
VestGen Advisors, LLC	5,891	$645.7K	0.0%	Growth	Medium	Chicago, IL	2026-10-27
IFG Advisors, LLC	5,884	$645.0K	0.1%	ETF	Very Low	St. Louis, MO	2026-10-15
Guerra PAN Advisors, LLC	5,800	$629.0K	0.4%	Growth	Very Low	Montclair, NJ	2026-10-26
Fiduciary Alliance LLC	5,789	$634.5K	0.0%	Core	Medium	Greenville, SC	2026-10-13
Waldron Private Wealth LLC	5,775	$633.0K	0.0%	ETF	Very Low	Bridgeville, PA	2026-11-02
Sapient Capital LLC	5,760	$631.3K	0.0%	Growth	Medium	Indianapolis, IN	2026-10-08
Net Worth Advisory Group	5,735	$635.7K	0.2%	GARP	Medium	Sandy, UT	2026-10-20
Compass Financial Group, Inc. (Ohio)	5,729	$628.0K	0.4%	ETF	Medium	Dublin, OH	2026-10-19
Independent Wealth Network Inc.	5,714	$626.3K	0.2%	ETF	Medium	Urbandale, IA	2026-10-19
Laurel OAK Wealth Management, LLC	5,697	$624.5K	0.1%	Growth	Low	Marlton, NJ	2026-10-19
Sunpointe, LLC	5,614	$615.3K	0.2%	Growth	Medium	St. Louis, MO	2026-10-22
Resonant Capital Advisors, LLC	5,500	$602.9K	0.0%	ETF	Low	Madison, WI	2026-10-15
Richards, Merrill & Peterson, Inc.	5,411	$593.1K	0.2%	Growth	Low	Spokane, WA	2026-10-19
American Financial & TAX Strategies Inc	5,406	$592.6K	0.3%	ETF	Very Low	New York, NY	2026-10-16
21 West Wealth Management LLC	5,404	$592.3K	0.5%	ETF	Low	Tustin, CA	2026-10-13
CRA Financial Services, LLC	5,404	$592.3K	0.1%	ETF	Very Low	Northfield, NJ	2026-10-16
626 Financial, LLC	5,380	$589.7K	0.2%	Core	Low	Portage, MI	2026-11-04
Evergreen Capital Management LLC	5,370	$588.6K	0.0%	GARP	Medium	Bellevue, WA	2026-10-23
Sagespring Wealth Partners, LLC	5,370	$588.6K	0.0%	ETF	Low	Franklin, TN	2026-10-22
Turtle Creek Wealth Advisors, LLC	5,344	$585.8K	0.0%	Growth	Low	Dallas, TX	2026-10-15
Crusonia Wealth Advisors LLC	5,295	$580.4K	0.1%	ETF	Very Low	Denver, CO	2026-10-26
Destiny Capital Corp	5,270	$577.7K	0.3%	ETF	Very Low	Denver, CO	2026-11-03
Key FInancial Inc	5,257	$576.2K	0.1%	ETF	Low	West Chester, PA	2026-11-02
MidAtlantic Capital Management, Inc.	5,250	$575.5K	0.3%	ETF	Very Low	Richmond, VA	2026-11-05
Diversify Wealth Management, LLC	4,960	$544.8K	0.0%	Growth	Medium	Sandy, UT	2026-10-20
Diversify Advisory Services, LLC	4,960	$544.8K	0.0%	Growth	Low	Sandy, UT	2026-10-20
Stevens Capital Partners	4,921	$539.4K	0.1%	ETF	Very Low	Omaha, NE	2026-10-29
Mezzasalma Advisors, LLC	4,903	$537.4K	0.1%	Growth	Low	Tinton Falls, NJ	2026-10-14
Wagner Wealth Management, Corp	4,859	$532.6K	0.4%	ETF	High	Conyngham, PA	2026-10-20
Sawgrass Asset Management LLC	4,721	$517.5K	0.1%	Growth	Medium	Ponte Vedra Beach, FL	2026-11-03
Capital Investment Advisors, LLC	4,698	$515.0K	0.0%	Core	Low	Atlanta, GA	2026-10-22
Greenup Street Wealth Management LLC	4,695	$514.6K	0.1%	ETF	Medium	Overland Park, KS	2026-10-28
Blue Trust, Inc.	4,689	$514.0K	0.0%	ETF	Low	Brentwood, TN	2026-10-15
Biltmore Family Office, LLC	4,674	$512.3K	0.1%	Growth	Low	Charlotte, NC	2026-11-03
Harbour Trust & Investment Management Co	4,646	$509.2K	0.0%	Growth	Low	Michigan City, IN	2026-10-28
Sigma Investment Counselors Inc	4,605	$504.8K	0.0%	ETF	Low	Northville, MI	2026-10-27
Fiduciary Financial Group, LLC	4,445	$487.2K	0.1%	ETF	Low	San Rafael, CA	2026-10-13
Meridian Financial Advisors, LLC	4,391	$481.3K	0.2%	ETF	Very Low	Holliston, MA	2026-10-14
Milestones Private Investment Advisors LLC	4,378	$479.9K	0.4%	ETF	Medium	Fairport, NY	2026-10-19
Congress Asset Management Co	4,373	$479.3K	0.0%	Growth	Medium	Boston, MA	2026-10-06
Cove Private Wealth, LLC	4,360	$477.9K	0.1%	Growth	Low	Oyster Bay Cove, NY	2026-10-28
Navigate Wealth Management, LLC	4,324	$484.4K	0.3%	ETF	Low	Birmingham, AL	2026-10-14
Clientfirst Wealth Management, LLC	4,324	$474.0K	0.3%	Deep Value	Very Low	Little Rock, AR	2026-11-04
Slow Capital, Inc.	4,319	$473.4K	0.1%	Agg Growth	Low	Greenbrae, CA	2026-10-23
Carnegie Investment Counsel	4,186	$458.8K	0.0%	Core	Low	Pepper Pike, OH	2026-10-20
United Community Bank	4,183	$458.5K	0.1%	Core	Low	Greenville, SC	2026-10-28
Mattern Wealth Management LLC	4,172	$457.2K	0.1%	ETF	Very Low	Lawrence, KS	2026-11-04
Equitable Trust Co	4,138	$453.6K	0.0%	Core	Low	Nashville, TN	2026-10-13
Armstrong Advisory Group, Inc	4,134	$453.1K	0.0%	ETF	High	Needham, MA	2026-10-09
Asset Dedication, LLC	4,131	$452.8K	0.0%	ETF	Low	San Francisco, CA	2026-11-03
CoreCap Advisors, LLC	4,121	$451.7K	0.0%	ETF	Medium	Southfield, MI	2026-10-08
Indiana Trust & Investment Management Co	4,067	$445.8K	0.1%	Growth	Low	Mishawaka, IN	2026-10-22
Childress Capital Advisors, LLC	4,022	$440.9K	0.1%	GARP	Medium	Houston, TX	2026-10-28
Doliver Advisors, LP	3,980	$436.2K	0.1%	GARP	Low	Houston, TX	2026-10-01
Kestra Private Wealth Services, LLC	3,929	$430.7K	0.0%	Growth	Low	Austin, TX	2026-10-30
BAR Harbor Wealth Management	3,927	$430.4K	0.0%	Core	Low	Concord, NH	2026-10-21
HCR Wealth Advisors	3,914	$429.0K	0.0%	Growth	Low	Los Angeles, CA	2026-10-15
TD Waterhouse Canada Inc.	3,909	$433.2K	0.0%	Core	Low	Toronto, Australia	2026-10-16
MKT Advisors LLC	3,874	$429.6K	0.1%	ETF	Low	Carlsbad, CA	2026-10-20
Navigation Group, LLC	3,817	$418.4K	0.1%	ETF	Very Low	Redwood City, CA	2026-10-28
Bay Capital Advisors, LLC	3,815	$418.2K	0.2%	ETF	Low	Virginia Beach, VA	2026-10-16
Koshinski Asset Management, Inc.	3,813	$417.9K	0.0%	ETF	Low	Decatur, IL	2026-10-29
Independence Bank of Kentucky	3,760	$412.1K	0.0%	Growth	Low	Owensboro, KY	2026-10-26
Gerald Baker Financial Group LLC	3,744	$410.3K	0.1%	GARP	Low	Arlington, TX	2026-10-09
Highland Capital Management, LLC	3,724	$408.2K	0.0%	Growth	Medium	Memphis, TN	2026-10-26
Johnson Financial Group, LLC	3,695	$405.0K	0.0%	ETF	Low	Denver, CO	2026-11-03
Veracity Capital LLC	3,652	$400.3K	0.1%	Growth	Low	Atlanta, GA	2026-10-08
Trueblood Wealth Management, LLC	3,648	$399.8K	0.1%	Core	Low	Lima, OH	2026-10-23
Bailard, Inc.	3,626	$397.4K	0.0%	Growth	Medium	Foster City, CA	2026-10-13
Breachway Investments LLC	3,618	$396.6K	0.6%	ETF	Low	Charlestown, RI	2026-10-19
Insight Advisors, LLC/ PA	3,605	$395.2K	0.1%	ETF	Medium	Newtown, PA	2026-10-22
MMA Asset Management LLC	3,562	$390.4K	0.1%	ETF	Medium	New York, NY	2026-11-02
Davenport & Co LLC	3,553	$389.4K	0.0%	Core	Medium	Richmond, VA	2026-10-14
Vann Equity Management LLC	3,550	$389.1K	0.2%	Growth	Medium	Plano, TX	2026-10-08
KCM Investment Advisors LLC	3,550	$389.1K	0.0%	Core	Very Low	Greenbrae, CA	2026-10-27
Norris Perne & French LLP	3,540	$388.0K	0.0%	Growth	Low	Grand Rapids, MI	2026-10-23
Parkside Financial Bank & Trust	3,516	$385.4K	0.0%	Core	Very Low	Saint Louis, MO	2026-10-27
Bensler, LLC	3,504	$384.1K	0.0%	Momentum	Medium	Bellevue, WA	2026-11-05
Benchmark Financial, LLC	3,477	$381.1K	0.3%	ETF	Very Low	Wilmington, DE	2026-10-16
Huntleigh Advisors, Inc.	3,421	$375.0K	0.1%	Growth	Medium	St. Louis, MO	2026-11-03
Northeast Investment Management	3,402	$372.9K	0.0%	Growth	Very Low	Boston, MA	2026-10-30
Loring Wolcott & Coolidge Fiduciary Advisors LLP	3,398	$372.5K	0.0%	Growth	Very Low	Boston, MA	2026-10-23
Assetmark, Inc	3,378	$370.3K	0.0%	ETF	Low	Concord, CA	2026-10-21
Probity Advisors, Inc.	3,260	$357.3K	0.1%	ETF	Low	Dallas, TX	2026-10-23
NBT Bank, N.A.	3,255	$356.8K	0.0%	Core	Low	Norwich, NY	2026-10-21
Capital Investment Advisory Services, LLC	3,251	$356.7K	0.0%	Core	Medium	Raleigh, NC	2026-10-30
Clayton Financial Group LLC	3,250	$356.2K	0.2%	ETF	Low	St. Louis, MO	2026-10-13
MV Capital Management, Inc.	3,236	$354.7K	0.0%	ETF	Low	Bethesda, MD	2026-10-29
Mlp3, LLC	3,232	$354.2K	0.3%	Core	Very Low	Linwood, NJ	2026-10-22
Walled Lake Planning & Wealth Management, LLC	3,221	$353.0K	0.1%	ETF	Low	Highland Park, IL	2026-10-29
Matthew Goff Investment Advisor, LLC	3,205	$351.3K	0.1%	Core	Medium	Houston, TX	2026-10-13
Meitav Investment House LTD	3,200	$351.8K	0.0%	ETF	Medium	Bene-Beraq, Luxembourg	2026-10-28
Parcion Private Wealth LLC	3,178	$348.3K	0.0%	Core	Medium	Bellevue, WA	2026-10-28
TCI Wealth Advisors, Inc.	3,150	$345.3K	0.0%	ETF	Low	Tucson, AZ	2026-10-30
Strategic Blueprint, LLC	3,143	$344.5K	0.0%	ETF	Low	Atlanta, GA	2026-10-22
Balboa Wealth Partners	3,125	$342.5K	0.0%	Agg Growth	Medium	Scottsdale, AZ	2026-10-20
Brookstone Capital Management	3,103	$340.1K	0.0%	ETF	Medium	Wheaton, IL	2026-10-22
Buckhead Capital Management LLC	3,050	$334.3K	0.1%	Core	Low	Atlanta, GA	2026-11-03
Sage Financial Group Inc	3,038	$333.0K	0.0%	ETF	Very Low	W. Conshohocken, PA	2026-10-27
Ascentis Wealth Management, LLC	3,029	$332.0K	0.1%	Agg Growth	Low	Dallas, TX	2026-11-03
Burke & Herbert Bank & Trust Co	2,950	$323.4K	0.1%	Core	Very Low	Alexandria, VA	2026-11-02
Creekside Partners	2,931	$321.3K	0.1%	ETF	Very Low	Petaluma, CA	2026-11-04
BIP Wealth, LLC	2,927	$320.8K	0.0%	ETF	Medium	Atlanta, GA	2026-10-22
Kingswood Wealth Advisors, LLC	2,922	$320.3K	0.0%	Growth	Low	San Diego, CA	2026-10-23
Ferguson Wellman Capital Management, Inc	2,921	$320.2K	0.0%	Core	Low	Portland, OR	2026-10-05
Heritage Investors Management Corp	2,900	$318	0.0%	Core	Very Low	Bethesda, MD	2026-10-29
Eclectic Associates Inc	2,900	$317.9K	0.0%	ETF	Very Low	Fullerton, CA	2026-10-09
Lyell Wealth Management, LP	2,875	$315.1K	0.0%	Growth	Low	Menlo Park, CA	2026-10-30
Wedbush Securities Inc	2,846	$312	0.0%	Core	Low	Pasadena, CA	2026-10-22
Forvis Mazars Wealth Advisors, LLC	2,803	$307.2K	0.0%	ETF	Very Low	Springfield, MO	2026-10-13
Independent Investors Inc	2,800	$306.9K	0.1%	Growth	Very Low	Nesconset, NY	2026-10-30
Krilogy Financial LLC	2,787	$309.6K	0.0%	Growth	Low	St. Louis, MO	2026-10-13
Value Investment Professionals, LLC	2,772	$303.9K	0.3%	ETF	High	New York, NY	2026-10-13
Sowell Financial Services LLC	2,764	$303.0K	0.0%	Core	Low	North Little Rock, AR	2026-10-23
Chemung Canal Trust Co	2,761	$302.6K	0.1%	Core	Low	Elmira, NY	2026-11-04
Horizon Wealth Management, LLC	2,755	$302.0K	0.0%	ETF	Very High	La Grange, IL	2026-11-02
Noble Wealth Management PBC	2,737	$300.0K	0.1%	Yield	Medium	Greenwood Village, CO	2026-10-01
Greater Midwest Financial Group, LLC	2,735	$299.7K	0.1%	Growth	Medium	St. Paul, MN	2026-10-13
First City Capital Management, Inc.	2,732	$299.5K	0.1%	Core	Low	Savannah, GA	2026-10-27
High Net Worth Advisory Group LLC	2,700	$295.9K	0.1%	ETF	Very Low	Naples, FL	2026-10-26
Townsend Asset Management Corp	2,670	$292.7K	0.1%	Core	Low	Raleigh, NC	2026-10-29
Csenge Advisory Group	2,666	$292.2K	0.0%	ETF	Medium	Clearwater, FL	2026-11-04
Uptick Partners, LLC	2,662	$291.8K	0.0%	ETF	Low	Nacogdoches, TX	2026-11-04
Accredited Investors Inc.	2,649	$290.4K	0.0%	ETF	Low	Edina, MN	2026-11-03
Mccarter Private Wealth Services LLC	2,621	$287.3K	0.1%	Core	Low	Boston, MA	2026-10-22
Sterling Investment Counsel, LLC	2,614	$286.5K	0.1%	Growth	Low	Buffalo, NY	2026-10-19
Saxon Interests, Inc.	2,602	$285.2K	0.1%	ETF	Medium	Houston, TX	2026-10-26
Lazari Capital Management, Inc.	2,560	$280.6K	0.1%	Growth	Low	Burbank, CA	2026-10-20
Connecticut Wealth Management, LLC	2,552	$279.7K	0.0%	ETF	Low	Farmington, CT	2026-10-13
Trifecta Capital Advisors, LLC	2,540	$278.4K	0.0%	Agg Growth	Very Low	Northbrook, IL	2026-10-21
Moneywise, Inc.	2,539	$278.3K	0.3%	ETF	Medium	Forest, VA	2026-10-30
Insight Inv LLC	2,509	$275.0K	0.1%	Core	Very Low	El Segundo, CA	2026-10-27
Tompkins Financial Corp	2,501	$274.1K	0.0%	Core	Low	Ithaca, NY	2026-10-05
Elyxium Wealth, LLC	2,480	$271.8K	0.0%	Growth	Very Low	Beverly Hills, CA	2026-10-27
Rockwood Wealth Management, LLC	2,480	$271.8K	0.0%	ETF	Very Low	New Hope, PA	2026-10-27
Freedom Day Solutions, LLC	2,473	$271.1K	0.1%	Core	Low	Houston, TX	2026-10-20
Fee-Only Financial Planning, L.C.	2,460	$269.6K	0.1%	ETF	Very Low	Okatie, SC	2026-10-23
Relyea Zuckerberg Hanson LLC	2,455	$269.1K	0.0%	ETF	Low	Stamford, CT	2026-10-20
Park Capital Management, LLC / WI	2,451	$268.7K	0.1%	Growth	High	Madison, WI	2026-10-13
Goldenstone Wealth Management LLC	2,450	$268.5K	0.2%	Growth	Low	El Dorado Hills, CA	2026-11-04
Stanich Group LLC	2,423	$265.6K	0.1%	ETF	Very Low	Montauk, NY	2026-10-16
SeaBridge Investment Advisors LLC	2,394	$262.4K	0.0%	Growth	Medium	Summit, NJ	2026-11-02
Chapin Davis, Inc.	2,376	$260.4K	0.1%	Growth	High	Baltimore, MD	2026-10-09
Patriot Investment Management Group, Inc.	2,376	$260.4K	0.0%	ETF	Very Low	Knoxville, TN	2026-10-15
Intergy Private Wealth, LLC	2,356	$258.2K	0.1%	ETF	Very Low	Colorado Springs, CO	2026-10-16
Radnor Capital Management, LLC	2,352	$257.8K	0.0%	Core	Low	Wayne, PA	2026-10-23
Shrier Wealth Management, LLC	2,345	$257.0K	0.1%	Core	Very Low	Los Angeles, CA	2026-10-20
Wealthcare Advisory Partners LLC	2,340	$256.5K	0.0%	ETF	Low	West Chester, PA	2026-10-21
Eagle Global Advisors LLC	2,340	$256.5K	0.0%	Core	Low	Houston, TX	2026-11-02
Sightline Wealth Advisors, LLC	2,328	$255.2K	0.1%	ETF	Low	Groton, CT	2026-10-21
First Interstate Bank	2,288	$250.8K	0.0%	ETF	Low	Billings, MT	2026-10-23
LaFleur & Godfrey LLC	2,287	$250.7K	0.0%	Growth	Low	Grand Rapids, MI	2026-10-27
Wolff Wiese Magana LLC	2,285	$250.5K	0.1%	Growth	Low	Carslbad, CA	2026-10-15
Lanark Financial, Inc.	2,254	$247.1K	0.0%	Core	Medium	Birmingham, AL	2026-10-26
Legacy Bridge, LLC	2,253	$247.0K	0.1%	Growth	Very Low	West Des Moines, IA	2026-10-28
Flagship Harbor Advisors, LLC	2,241	$245.7K	0.0%	ETF	Medium	Boston, MA	2026-10-26
Hidden Cove Wealth Management, LLC	2,240	$245.5K	0.1%	Growth	High	Bainbridge Island, WA	2026-10-19
Arcadia Investment Advisors LLC	2,240	$245.5K	0.1%	ETF	Low	Eagle, ID	2026-10-13
North Capital, Inc.	2,228	$247.0K	0.2%	ETF	Low	Salt Lake City, UT	2026-10-16
Principle Wealth Partners LLC	2,219	$243.2K	0.0%	Core	Very Low	Madison, CT	2026-11-02
Cornerstone Wealth Management, LLC	2,174	$238.3K	0.0%	ETF	Very Low	St. Peters, MO	2026-11-04
Alpha Omega Wealth Management LLC	2,170	$237.9K	0.0%	Value	Low	Richmond, VA	2026-10-23
HUB Investment Partners, LLC	2,170	$237.9K	0.0%	Growth	Low	Austin, TX	2026-11-03
W Advisors, LLC	2,170	$237.9K	0.1%	Core	Low	Germantown, TN	2026-11-02
Shakespeare Wealth Management, LLC	2,160	$236.8K	0.0%	ETF	Medium	Pewaukee, WI	2026-10-28
Roman Butler Fullerton & Co	2,157	$234.0K	0.1%	Growth	Medium	St Louis, MO	2026-10-27
Eagle Bay Advisors LLC	2,144	$235.0K	0.2%	Growth	Medium	New York, NY	2026-10-16
West Bancorporation Inc	2,140	$234.6K	0.1%	ETF	Low	West Des Moines, IA	2026-10-29
Beese Fulmer Investment Management, Inc.	2,120	$232.4K	0.0%	Core	Low	Canton, OH	2026-10-23
Arthur M. Cohen & Associates, LLC	2,120	$232.4K	0.0%	Growth	Very Low	Northbrook, IL	2026-10-26
Nilsine Partners, LLC	2,102	$230.4K	0.0%	Core	Medium	Greenwood Village, CO	2026-11-02
Procyon Advisors, LLC	2,095	$229.6K	0.0%	Core	Very Low	Shelton, CT	2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	2,093	$229.4K	0.0%	Growth	Very Low	Seattle, WA	2026-10-27
Parkshore Wealth Management, Inc.	2,077	$227.7K	0.1%	ETF	Low	Granite Bay, CA	2026-10-13
CWS Financial Advisors, LLC	2,073	$227.2K	0.1%	ETF	Very Low	Kalamazoo, MI	2026-10-16
SteelPeak Wealth, LLC	2,034	$222.9K	0.0%	Growth	High	Woodland Hills, CA	2026-10-16
Winthrop Advisory Group LLC	2,031	$222.6K	0.0%	ETF	Very Low	Boston, MA	2026-10-22
Lewis Asset Management, LLC	2,021	$221.5K	0.1%	Growth	Low	Lafayette, CA	2026-10-14
Certified Advisory Corp	1,974	$216.3K	0.0%	ETF	Low	Altamonte Springs, FL	2026-10-29
Quadcap Wealth Management, LLC	1,969	$215.8K	0.0%	ETF	Low	Frisco, TX	2026-11-02
SC&H Financial Advisors, Inc.	1,960	$214.8K	0.0%	ETF	Very Low	Hunt Valley, MD	2026-10-14
FSM Wealth Advisors, LLC	1,954	$216.7K	0.0%	ETF	Low	Cleveland, OH	2026-10-27
Security National Bank	1,951	$213.8K	0.0%	Growth	Low	Omaha, NE	2026-10-26
Wesbanco Bank Inc	1,945	$213.2K	0.0%	Core	Low	Wheeling, WV	2026-11-04
Means Investment Co., Inc.	1,936	$212.2K	0.0%	Growth	Very Low	Bangor, ME	2026-11-03
Signature Estate & Investment Advisors LLC	1,935	$212.1K	0.0%	ETF	Medium	Los Angeles, CA	2026-10-13
FC Advisory LLC	1,928	$211.3K	0.1%	ETF	Very Low	West Chester, PA	2026-10-05
Gemmer Asset Management LLC	1,897	$207.9K	0.0%	ETF	Low	Walnut Creek, CA	2026-10-16
Simplicity Wealth,LLC	1,884	$206.5K	0.0%	ETF	Low	Summit, NJ	2026-10-23
Kwmg, LLC	1,880	$206.1K	0.0%	ETF	Very Low	Overland Park, KS	2026-10-07
GLR Partners, LLC	1,870	$205.0K	0.1%	Growth	N/A	Columbia, MD	2026-11-04
Romano Brothers and Company	1,868	$204.8K	0.0%	Core	Low	Evanston, IL	2026-10-22
Penobscot Investment Management Company, Inc.	1,850	$202.8K	0.0%	Growth	Low	Boston, MA	2026-10-26
Mengis Capital Management, Inc.	1,848	$202.6K	0.0%	Core	Low	Portland, OR	2026-10-13
Saxony Capital Management, LLC	1,845	$202.2K	0.1%	ETF	Medium	St. Louis, MO	2026-10-15
Valley National Advisers Inc	1,842	$201.9K	0.0%	ETF	Low	Bethlehem, PA	2026-10-23
Burk Holdings LLC	1,730	$189.6K	0.1%	ETF	Very Low	Tulsa, OK	2026-11-05
Mcdonald Partners LLC	1,676	$183.7K	0.0%	Core	Low	Cleveland, OH	2026-11-03
Gamma Investing LLC	1,652	$181.1K	0.0%	Index	Very Low	Foster City, CA	2026-10-08
Midwest Capital Advisors, LLC	1,632	$178.9K	0.1%	ETF	High	Grand Rapids, MI	2026-11-04
Old Second National Bank of Aurora	1,618	$177.3K	0.0%	Core	Low	Aurora, IL	2026-10-22
Financial Perspectives, Inc	1,564	$171.4K	0.0%	Growth	Very Low	Minneapolis, MN	2026-11-03
Pinnacle Bancorp, Inc.	1,564	$171.4K	0.0%	Core	Very Low	Beatrice, NE	2026-10-21
Trust Co of Toledo NA	1,520	$166.6K	0.0%	Growth	Very Low	Holland, OH	2026-10-16
Duncker Streett & Co Inc	1,500	$164.4K	0.0%	Growth	Low	St. Louis, MO	2026-10-27
Eastern Bank	1,476	$161.8K	0.0%	Growth	Medium	Boston, MA	2026-10-05
Rosenberg Matthew Hamilton	1,472	$161.3K	0.0%	ETF	Very Low	Grand Junction, CO	2026-10-05
Grove Bank & Trust	1,472	$161.3K	0.0%	ETF	Low	Miami, FL	2026-10-08
West Paces Advisors Inc.	1,441	$157.9K	0.0%	ETF	Low	Atlanta, GA	2026-10-13
Gen-Wealth Partners Inc	1,440	$157.8K	0.0%	Core	Low	Zeeland, MI	2026-11-04
Signature Resources Capital Management, LLC	1,379	$151.1K	0.1%	ETF	Low	Newport Beach, CA	2026-10-16
Signaturefd, LLC	1,360	$149.1K	0.0%	Index	Low	Atlanta, GA	2026-10-23
S.A. Mason LLC	1,336	$146.4K	0.0%	Growth	Very Low	Holland, MI	2026-10-13
PFS Partners, LLC	1,332	$146.0K	0.1%	ETF	Very Low	Mine Hill, NJ	2026-10-21
Horrell Capital Management, Inc.	1,220	$133.7K	0.1%	Value	Very Low	Little Rock, AR	2026-10-08
Montag A & Associates Inc	1,168	$128.0K	0.0%	Core	Low	Atlanta, GA	2026-10-29
Ascentis Independent Advisors	1,167	$127.9K	0.0%	ETF	Low	Dallas, TX	2026-11-03
Balance Wealth Partners LLC	1,166	$127.8K	0.0%	ETF	Medium	Worthington, OH	2026-10-27
Kentucky Trust Co	1,120	$122.8K	0.1%	Core	Very Low	Danville, KY	2026-10-15
Dhjj Financial Advisors, Ltd.	1,068	$117.1K	0.0%	ETF	Very Low	Naperville, IL	2026-10-23
Sima Wealth Partners, LLC	949	$104.0K	0.1%	ETF	Very Low	Richmond, VA	2026-10-19
Mill Capital Management, LLC	900	$98.6K	0.0%	Core	Low	Concord, NC	2026-10-26
Main Street Group, LTD	850	$93.2K	0.0%	ETF	Medium	Glen Allen, VA	2026-10-28
Kings Path Partners LLC	840	$92.1K	0.0%	ETF	Very Low	Sugar Land, TX	2026-10-21
Owl Creek Wealth Partners LLC	835	$91.5K	0.0%	Index	Low	Greenwood Village, CO	2026-10-20
Register Financial Advisors LLC	778	$85.3K	0.0%	GARP	Low	Atlanta, GA	2026-10-23
William Mack & Associates, Inc.	776	$85.1K	0.0%	ETF	Low	Troy, MI	2026-10-27
Root Financial Partners, LLC	764	$83.7K	0.0%	ETF	Medium	Encinitas, CA	2026-10-21
POM Investment Strategies, LLC	744	$81.6K	0.1%	ETF	Very High	Raleigh, NC	2026-10-20
Sage Mountain Advisors LLC	725	$79.5K	0.0%	ETF	Low	Atlanta, GA	2026-11-02
Maseco LLP	713	$78.2K	0.0%	ETF	Very Low	London, United Kingdom	2026-10-27
Hilltop National Bank	700	$76.7K	0.0%	Core	Low	Casper, WY	2026-10-14
Thompson Investment Management, Inc.	656	$71.9K	0.0%	Value	Medium	Madison, WI	2026-10-14
Y.D. More Investments Ltd	640	$70.2K	0.0%	Agg Growth	Medium	Ramat Gan, Luxembourg	2026-11-02
Kelleher Financial Advisors	620	$68.0K	0.0%	Core	Medium	New York, NY	2026-10-30
Mainstream Capital Management LLC	600	$65.8K	0.0%	Growth	Low	Los Angeles, CA	2026-10-23
RMG Wealth Management LLC	504	$54.1K	0.0%	ETF	Very High	Platteville, WI	2026-10-26
Burkett Financial Services, LLC	473	$51.9K	0.0%	ETF	Low	Rock Hill, SC	2026-10-01
Murphy & Mullick Capital Management Corp	464	$50.9K	0.0%	Growth	Low	Smithtown, NY	2026-11-02
High Note Wealth, LLC	452	$49.5K	0.0%	ETF	Very Low	Deephaven, MN	2026-10-27
Armor Investment Advisors, LLC	440	$48.2K	0.0%	ETF	Low	Raleigh, NC	2026-10-27
Strengthening Families & Communities, LLC	433	$47.5K	0.0%	Core	Medium	Boston, MA	2026-10-21
Capital Investment Counsel, Inc	410	$44.9K	0.0%	Growth	Very Low	Raleigh, NC	2026-10-20
Hanson & Doremus Investment Management	396	$43	0.0%	Core	Very Low	Burlington, VT	2026-10-16
Quaker Wealth Management, LLC	387	$42.4K	0.0%	ETF	Medium	Moorestown, NJ	2026-10-22
Comprehensive Financial Planning, Inc.	381	$41.8K	0.0%	Agg Growth	Low	East Petersburg, PA	2026-10-27
Rossmore Private Capital	366	$40.1K	0.0%	Core	Low	Glastonbury, CT	2026-10-27
Atwood & Palmer Inc	365	$40.0K	0.0%	Core	Very Low	Kansas City, MO	2026-10-08
Steph & Co	347	$38.0K	0.0%	ETF	Low	Marinette, WI	2026-10-07
Abound Wealth Management	339	$37.2K	0.0%	ETF	Very Low	Franklin, TN	2026-10-26
Align Financial, LLC	336	$36.8K	0.0%	ETF	Very Low	Hermantown, MN	2026-10-16
American National Bank & Trust	333	$36.5K	0.0%	Core	Very Low	Wichita Falls, TX	2026-10-07
Bear Mountain Capital, Inc.	326	$35.3K	0.0%	ETF	Low	Seattle, WA	2026-11-04
Silver Grove Financial Group, Inc.	314	$34.4K	0.0%	Core	Medium	Orchard Park, NY	2026-11-05
SYM Financial Corp	311	$34.1K	0.0%	ETF	Very Low	Winona Lake, IN	2026-10-26
First Premier Bank	296	$32	0.0%	Core	Very Low	Sioux Falls, SD	2026-10-13
Angeles Wealth Management, LLC	296	$32.4K	0.0%	ETF	Low	Santa Monica, CA	2026-10-26
Creative Financial Designs Inc	294	$32.2K	0.0%	ETF	Medium	Kokomo, IN	2026-11-04
Nemes Rush Group LLC	293	$32.1K	0.0%	Core	Very Low	Novi, MI	2026-11-04
Evermay Wealth Management LLC	293	$32.1K	0.0%	ETF	Low	Arlington, VA	2026-11-05
Westside Investment Management, Inc.	288	$31.6K	0.0%	Growth	Low	Santa Monica, CA	2026-11-02
Citizens National Bank Trust Department	280	$30.7K	0.0%	Core	Very Low	Meridian, MS	2026-11-04
Your Advocates Ltd., LLP	237	$26.0K	0.0%	ETF	Low	Houston, TX	2026-11-03
Piedmont Capital Management, LLC	233	$25.5K	0.0%	Core	Low	Greensboro, NC	2026-10-21
Tsfg, LLC	232	$25	0.0%	ETF	Low	Lake Forest, IL	2026-10-23
Toth Financial Advisory Corp	220	$24.1K	0.0%	Core	Low	Leesburg, VA	2026-10-08
Holos Integrated Wealth LLC	207	$22.4K	0.0%	ETF	Low	Kennett Square, PA	2026-10-23
Madden Securities Corp	206	$22.6K	0.0%	Growth	Medium	Dallas, TX	2026-10-27
Pacific Center for Financial Services	204	$22.4K	0.0%	ETF	Medium	Danville, CA	2026-10-15
Creative Capital Management Investments LLC	204	$22.4K	0.0%	ETF	Low	San Diego, CA	2026-10-28
Archer Investment Corp	185	$20.3K	0.0%	Core	Medium	Carmel, IN	2026-11-05
North Star Investment Management Corp.	174	$19.1K	0.0%	Core	Low	Chicago, IL	2026-10-27
Piscataqua Savings Bank	160	$17.5K	0.0%	Core	Very Low	Portsmouth, NH	2026-10-21
Caldwell Trust Co	159	$17.4K	0.0%	Growth	Low	Venice, FL	2026-10-30
Beacon Financial Strategies Corp	156	$17.1K	0.0%	ETF	Very Low	Raleigh, NC	2026-10-14
DiNuzzo Private Wealth, Inc.	132	$14.5K	0.0%	ETF	Low	Beaver, PA	2026-10-16
NorthAvenue LLC	128	$14.0K	0.0%	ETF	Very Low	Columbus, OH	2026-10-29
Latitude Advisors, LLC	120	$13.2K	0.0%	ETF	Low	Yorkville, IL	2026-10-27
Elevated Capital Advisors, LLC	114	$12.5K	0.0%	ETF	Medium	Sandy, UT	2026-11-04
Bullock Wealth Management Group	112	$12.4K	0.0%	Growth	Low	Bloomington, IN	2026-10-09
Adirondack Trust Co	112	$12.3K	0.0%	Growth	Low	Saratoga Springs, NY	2026-10-14
Pacifica Partners Inc.	112	$12.4K	0.0%	Core	Low	Surrey, South Africa	2026-10-09
Thurston, Springer, Miller, Herd & Titak, Inc.	112	$12.3K	0.0%	Growth	Medium	Indianapolis, IN	2026-10-14
Transce3nd, LLC	107	$11.8K	0.0%	Growth	Low	Buda, TX	2026-10-26
Kroeger Financial Partners	103	$11.3K	0.0%	ETF	N/A	Grass Valley, CA	2026-10-19
Decker Retirement Planning Inc.	100	$11.0K	0.0%	Agg Growth	Very High	Levi, UT	2026-10-19
Chung Wu Investment Group, LLC	100	$11.0K	0.0%	Growth	Medium	Sugar Land, TX	2026-11-03
Hughes Financial Services, LLC	94	$10.3K	0.0%	ETF	Low	Herndon, VA	2026-10-30
Essential Investment Partners LLC	80	$8.8K	0.0%	Growth	Low	Englewood, CO	2026-10-27
Provenance Wealth Advisors, LLC	76	$8.3K	0.0%	ETF	Low	Fort Lauderdale, FL	2026-10-30
Godsey & Gibb, Inc	75	$8.2K	0.0%	Core	Low	Richmond, VA	2026-10-14
EPG Wealth Management LLC	72	$7.9K	0.0%	Growth	Low	Atlanta, GA	2026-11-03
Sawyer & Company, Inc	71	$7.8K	0.0%	Growth	Low	Boston, MA	2026-10-21
Smallwood Wealth Investment Management, LLC	48	$5.3K	0.0%	ETF	Very Low	Red Bank, NJ	2026-10-30
Trust Co	48	$5.3K	0.0%	ETF	Very Low	Manhattan, KS	2026-10-09
Avion Wealth	48	$5	0.0%	ETF	Low	The Woodlands, TX	2026-11-04
Golden State Wealth Management, LLC	36	$3.9K	0.0%	ETF	Medium	Santa Ana, CA	2026-11-02
Mosley Wealth Management	27	$3.0K	0.0%	ETF	High	Anaheim, CA	2026-10-16
Key Capital Management, Inc	23	$2.5K	0.0%	ETF	Medium	Hendersonville, Tn 37075, TN	2026-11-03
Cape Investment Advisory, Inc.	22	$2.4K	0.0%	ETF	Low	Mcdonough, GA	2026-10-13
Buck Wealth Strategies, LLC	22	$2.4K	0.0%	Value	Medium	Denver, CO	2026-10-28
StrongBox Wealth, LLC	20	$2.2K	0.0%	Growth	Low	Lee'S Summit, MO	2026-11-02
Fairman Group, LLC	18	$2.0K	0.0%	ETF	Low	Chesterbrook, PA	2026-10-26
Morton Brown Family Wealth, LLC	16	$1.8K	0.0%	ETF	Very Low	Allentown, PA	2026-10-23
Physician Wealth Advisors, Inc.	9	$1.0K	0.0%	ETF	Medium	Midvale, UT	2026-10-20
Raleigh Capital Management Inc.	1	$106	0.0%	Core	Medium	Cary, NC	2026-10-28
Networth Advisors, LLC	1	$110	0.0%	ETF	Medium	Canonsburg, PA	2026-11-03
Kimelman & Baird, LLC	0	$34	0.0%	Core	Low	New York, NY	2026-11-03