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Ishares Russell 1000 ETF (IWB)

CUSIP: 464287622 | NYSE | 2855 institutional holders

Quarters

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

Catalyst Capital Advisors LLC1,637,759
11.0% of portfolio›$681.5M
National Mutual Insurance Federation of Agricultural Cooperatives791,000
2.1% of portfolio›$329.2M
Legacy Wealth Management, LLC697,547
15.3% of portfolio›$290.3M
Creative Planning645,381
0.2% of portfolio›$268.6M
OpenArc Corporate Advisory, LLC460,385
2.2% of portfolio›$191.6M
Truist Financial Corp434,847
0.2% of portfolio›$181.0M
RED Cedar Investment Management, LLC380,297
15.2% of portfolio›$158.3M
MPS Loria Financial Planners, LLC351,528
27.8% of portfolio›$146.3M
Wealth Enhancement Advisory Services, LLC336,769
0.2% of portfolio›$139.6M
Sagespring Wealth Partners, LLC333,617
2.1% of portfolio›$138.8M
Arbor Investment Advisors, LLC279,438
13.3% of portfolio›$116.3M
Lido Advisors, LLC259,518
0.3% of portfolio›$108.0M
Winthrop Advisory Group LLC244,892
6.3% of portfolio›$101.9M
JFS Wealth Advisors, LLC191,335
4.0% of portfolio›$79.6M
Washington Trust Co184,154
2.4% of portfolio›$76.6M
Cambridge Investment Research Advisors, Inc.164,977
0.0% of portfolio›$68.7K
Hippocratic Financial Advisors, LLC163,484
26.8% of portfolio›$68.0M
McKinley Carter Wealth Services, Inc.161,976
3.4% of portfolio›$67.4M
Brighton Jones LLC158,911
1.2% of portfolio›$66.1M
Enclave Advisors LLC157,402
8.3% of portfolio›$65.5M
DT Investment Partners, LLC151,190
4.6% of portfolio›$62.9M
Choreo, LLC148,236
0.6% of portfolio›$61.7M
Commonwealth Equity Services, LLC146,274
0.1% of portfolio›$60.9M
Nixon Peabody Trust Co131,031
3.6% of portfolio›$54.5M
Aspiriant, LLC121,257
1.2% of portfolio›$50.5M
Financial Management Professionals, Inc.119,214
4.7% of portfolio›$49.6M
Brewster Financial Planning LLC116,700
26.8% of portfolio›$48.6M
Hoge Financial Services, LLC112,584
22.1% of portfolio›$46.8M
Busey Bank103,108
1.0% of portfolio›$42.9M
Sigma Investment Counselors Inc102,305
2.0% of portfolio›$42.6M
Montag A & Associates Inc100,139
1.8% of portfolio›$41.7M
St. Louis Trust Co95,702
4.1% of portfolio›$39.8M
Kestra Advisory Services, LLC95,391
0.1% of portfolio›$39.7M
Trust Co93,427
3.4% of portfolio›$38.9M
RTD Financial Advisors, Inc.93,063
4.2% of portfolio›$38.7M
Franklin, Parlapiano, Turner & Welch, LLC90,238
8.4% of portfolio›$37.6M
Legacy Advisors, LLC89,260
3.5% of portfolio›$37.1M
Wilmington Savings Fund Society, FSB85,645
0.8% of portfolio›$35.6M
Robertson Stephens Wealth Management, LLC85,155
0.9% of portfolio›$35.4M
Park Avenue Securities LLC84,187
0.0% of portfolio›$35.0K
Gray Private Wealth, LLC82,774
14.0% of portfolio›$34.4M
May Hill Capital, LLC81,204
6.6% of portfolio›$33.8M
XML Financial, LLC81,067
2.4% of portfolio›$33.7M
Sachem Hill LLC80,338
5.9% of portfolio›$33.4M
Opus Capital Group, LLC80,037
0.0% of portfolio›$33.3K
ACT Wealth Management, LLC79,833
9.8% of portfolio›$33.2M
Allen Investment Management, LLC71,104
0.3% of portfolio›$29.6M
Modera Wealth Management, LLC67,271
0.3% of portfolio›$28.0M
Mission Wealth Management, LP59,501
0.4% of portfolio›$24.8M
Perigon Wealth Management, LLC55,739
0.4% of portfolio›$23.2M
Heritage Investment Group, Inc.55,105
3.1% of portfolio›$22.9M
Paladin Partners, LLC55,022
14.1% of portfolio›$22.9M
Constellation Investments, Inc.54,987
0.9% of portfolio›$22.9M
Cornerstone Wealth Group, LLC54,917
1.3% of portfolio›$22.9M
Single Point Partners, LLC54,606
4.0% of portfolio›$22.7M
TD Private Client Wealth LLC53,945
0.4% of portfolio›$22.4M
HB Wealth Management, LLC52,712
0.1% of portfolio›$21.9M
Mullaney, Keating & Wright, Inc.51,143
9.9% of portfolio›$21.3M
Citigroup Inc50,741
0.0% of portfolio›$21.1M
Wealthcare Advisory Partners LLC48,111
0.3% of portfolio›$20.0M
Badgley Phelps Wealth Managers, LLC47,485
0.3% of portfolio›$19.8M
Trust Point Inc.46,868
1.5% of portfolio›$19.5M
Daido Life Insurance Co43,602
8.1% of portfolio›$18.1M
Latigo Investments, LLC42,556
7.9% of portfolio›$17.7M
New England Private Wealth Advisors LLC41,790
1.7% of portfolio›$17.4M
Farther Finance Advisors, LLC39,838
0.1% of portfolio›$16.6M
YHB Investment Advisors, Inc.39,513
1.0% of portfolio›$16.4M
Chartist Inc37,906
10.1% of portfolio›$15.8M
Glenview Trust Co37,615
0.2% of portfolio›$15.7M
Quadrant Capital Group LLC35,431
0.4% of portfolio›$15.1M
Vise Technologies, Inc.34,541
0.1% of portfolio›$14.4M
Unique Wealth, LLC33,944
1.6% of portfolio›$14.1M
Smith Chas P & Associates PA Cpas33,477
0.7% of portfolio›$14.0M
ETF Portfolio Partners, Inc.33,186
3.5% of portfolio›$13.8M
Citizens Financial Group Inc32,085
0.2% of portfolio›$13.4M
Fifth Third Securities, Inc.31,321
0.7% of portfolio›$13.0M
1900 Wealth Management LLC30,768
0.7% of portfolio›$12.8M
Fire Capital Management LLC30,413
3.3% of portfolio›$12.7M
Bokf, NA30,386
0.2% of portfolio›$12.6M
Belvedere Trading LLC29,023
0.0% of portfolio›$12.1M
Hamilton Capital, LLC28,905
0.7% of portfolio›$12.0M
Firestone Capital Management28,560
2.2% of portfolio›$11.9M
North Star Investment Management Corp.28,310
0.6% of portfolio›$11.8M
Centerline Wealth Advisors, LLC28,232
3.7% of portfolio›$11.7M
Turtle Creek Wealth Advisors, LLC28,109
0.6% of portfolio›$11.7M
Concurrent Investment Advisors, LLC27,707
0.1% of portfolio›$11.5M
Parkside Financial Bank & Trust26,946
0.7% of portfolio›$11.2M
Sepio Capital, LP26,737
0.4% of portfolio›$11.1M
GC Wealth Management RIA, LLC26,120
0.5% of portfolio›$10.9M
Indiana Trust & Investment Management Co25,598
2.9% of portfolio›$10.7M
Graves Light Lenhart Wealth, Inc.25,124
1.0% of portfolio›$10.5M
Corepath Wealth Partners LLC24,740
7.3% of portfolio›$10.5M
American National Bank & Trust24,544
0.9% of portfolio›$10.2M
Arcadia Investment Advisors LLC23,950
4.1% of portfolio›$10.0M
BayBridge Capital Group, LLC23,076
5.1% of portfolio›$9.6M
Relyea Zuckerberg Hanson LLC23,039
0.8% of portfolio›$9.6M
Apella Capital, LLC22,175
0.1% of portfolio›$9.4M
MV Capital Management, Inc.21,545
0.8% of portfolio›$9.0M
Omega Financial Group, LLC21,255
2.7% of portfolio›$8.8M
Klingman & Associates, LLC20,739
0.4% of portfolio›$8.6M
Spire Wealth Management20,617
0.3% of portfolio›$8.6M
Evanson Financial, LLC20,542
0.4% of portfolio›$8.5M
Monument Capital Management19,933
1.7% of portfolio›$8.3M
Regions Financial Corp19,694
0.0% of portfolio›$8.2M
Breakwater Capital Group19,645
1.0% of portfolio›$8.2M
Pacific Capital Wealth Advisors, Inc.19,234
1.1% of portfolio›$8.0M
Sage Mountain Advisors LLC19,065
0.5% of portfolio›$7.9M
Mather Group, Llc.18,928
0.1% of portfolio›$7.9M
Ashton Thomas Private Wealth, LLC18,775
0.2% of portfolio›$7.8M
Keybank National Association18,541
0.0% of portfolio›$7.7M
Bayshore Capital Advisors, LLC18,461
4.0% of portfolio›$7.7M
KFG LLC18,205
5.0% of portfolio›$7.6M
Stegner Investment Associates Inc.17,918
3.5% of portfolio›$7.5M
Csenge Advisory Group17,702
0.3% of portfolio›$7.4M
Garde Capital, Inc.17,336
0.4% of portfolio›$7.2M
Xponance LLC17,131
0.0% of portfolio›$7.1M
Highland Capital Management, LLC17,078
0.3% of portfolio›$7.1M
Prospera Financial Services Inc16,564
0.1% of portfolio›$6.8M
Avestar Capital, LLC16,438
0.5% of portfolio›$6.8M
Chicago Partners Investment Group LLC16,077
0.1% of portfolio›$6.7M
Bensler, LLC16,022
0.6% of portfolio›$6.7M
Sumitomo Mitsui Trust Group, Inc.15,913
0.0% of portfolio›$6.6M
Woodward Financial Advisors, Inc.15,447
2.5% of portfolio›$6.4M
Sentinel Pension Advisors, LLC15,395
0.8% of portfolio›$6.4M
Avidian Wealth Enterprises, LLC15,172
0.2% of portfolio›$6.3M
Peoples Bank15,041
2.9% of portfolio›$6.3M
Owl Creek Wealth Partners LLC14,990
1.8% of portfolio›$6.2M
SigFig Wealth Management, LLC14,912
0.2% of portfolio›$6.2M
Parsons Capital Management Inc14,897
0.3% of portfolio›$6.2M
Halbert Hargrove Global Advisors, LLC14,856
0.3% of portfolio›$6.2M
Shelton Wealth Management, LLC14,843
2.4% of portfolio›$6.2M
B. Riley Wealth Advisors, Inc.14,798
0.2% of portfolio›$6.2M
Sageworth Trust Co14,270
0.2% of portfolio›$5.9M
Seneca Financial Advisors LLC14,156
1.6% of portfolio›$5.9M
Harbor Investment Advisory, LLC13,735
0.4% of portfolio›$5.7M
Lodestar Private Asset Management LLC13,354
0.5% of portfolio›$5.6M
Valeo Financial Advisors, LLC13,349
0.1% of portfolio›$5.6M
Waldron Private Wealth LLC13,258
0.2% of portfolio›$5.5M
AlphaCore Capital LLC13,139
0.1% of portfolio›$5.5M
Plancorp, LLC12,871
0.1% of portfolio›$5.3M
St. Clair Advisors, LLC12,830
1.3% of portfolio›$5.3M
Midwest Trust Co12,810
0.1% of portfolio›$5.3M
Avior Wealth Management, LLC12,792
0.1% of portfolio›$5.3M
Crestwood Advisors Group, LLC12,668
0.1% of portfolio›$5.3M
Moisand Fitzgerald Tamayo, LLC12,620
0.5% of portfolio›$5.3M
Ascentis Independent Advisors12,506
0.3% of portfolio›$5.2M
Strategic Blueprint, LLC12,482
0.3% of portfolio›$5.2M
Summit Financial Strategies, Inc.12,355
0.4% of portfolio›$5.1M
Guyasuta Investment Advisors Inc12,128
0.3% of portfolio›$5.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management12,063
0.1% of portfolio›$5.0M
Members Wealth LLC11,990
2.5% of portfolio›$5.1M
Visionary Wealth Advisors11,988
0.2% of portfolio›$5.0M
Calamos Wealth Management LLC11,749
0.1% of portfolio›$4.9M
Ullmann Wealth Partners Group, LLC11,563
0.4% of portfolio›$4.8M
Corundum Group, Inc.11,474
1.3% of portfolio›$4.8M
Cyndeo Wealth Partners, LLC11,207
0.2% of portfolio›$4.7M
Investment Partners, Ltd.11,174
0.7% of portfolio›$4.6M
HUB Investment Partners, LLC11,054
0.1% of portfolio›$4.6M
Americana Partners, LLC10,961
0.1% of portfolio›$4.6M
Cherrydale Wealth Management, LLC10,949
1.2% of portfolio›$4.6M
Trust Co of Tennessee10,664
0.8% of portfolio›$4.4M
Intrua Financial, LLC10,578
0.4% of portfolio›$4.4M
Mitchell Sinkler & Starr10,475
1.8% of portfolio›$4.4M
Northern Lights Advisors, Inc.10,400
2.3% of portfolio›$4.3M
Sentinel Advisory Group, LLC10,235
1.7% of portfolio›$4.3M
Ascent Group, LLC10,100
0.1% of portfolio›$4.2M
Phillips Financial Management, LLC10,051
0.3% of portfolio›$4.2M
MKD Wealth Coaches, LLC10,022
3.4% of portfolio›$4.2M
Connecticut Wealth Management, LLC10,002
0.2% of portfolio›$4.2M
Integrated Advisors Network LLC9,922
0.2% of portfolio›$4.1M
Evensky & Katz LLC9,843
0.0% of portfolio›$4.1K
BIP Wealth, LLC9,814
0.1% of portfolio›$4.1M
Portfolio Resources Advisor Group, Inc.9,812
3.4% of portfolio›$4.1M
Forvis Mazars Wealth Advisors, LLC9,636
0.1% of portfolio›$4.0M
G2 Capital Management, LLC / OH9,565
0.9% of portfolio›$4.0M
Fairway Wealth LLC9,501
0.9% of portfolio›$4.0M
Greenspring Advisors, LLC9,444
0.2% of portfolio›$3.9M
Ellis Investment Partners, LLC9,366
0.6% of portfolio›$3.9M
FSA Wealth Partners, Inc.9,301
1.1% of portfolio›$3.9M
Precedent Wealth Partners, LLC9,289
0.6% of portfolio›$3.9M
LCW Services, LLC9,283
1.6% of portfolio›$3.9M
Harbour Capital Advisors, LLC9,230
0.7% of portfolio›$3.8M
Ashford Advisors, LLC9,105
0.8% of portfolio›$3.8M
StoryOne LLC9,096
1.7% of portfolio›$3.8M
StoryOne LLC9,096
1.7% of portfolio›$3.8M
Welch & Forbes LLC9,037
0.0% of portfolio›$3.8M
Assetmark, Inc8,997
0.0% of portfolio›$3.7M
Cambridge Financial Group, LLC8,962
1.2% of portfolio›$3.7M
WealthTrust Asset Management, LLC8,717
2.0% of portfolio›$3.6M
Lmcg Investments, LLC8,714
0.2% of portfolio›$3.6M
IFP Advisors, Inc8,495
0.1% of portfolio›$3.5M
Security Financial Services, Inc.8,418
0.5% of portfolio›$3.5M
Prime Capital Investment Advisors, LLC8,402
0.0% of portfolio›$3.5M
GHP Investment Advisors, Inc.8,366
0.1% of portfolio›$3.5M
Fiduciary Financial Group, LLC8,312
0.4% of portfolio›$3.5M
Bear Mountain Capital, Inc.8,296
1.0% of portfolio›$3.5M
Forteris Wealth Management Inc.8,235
2.8% of portfolio›$3.4M
Capital Investment Advisors, LLC8,234
0.0% of portfolio›$3.4M
Bryn Mawr Trust Advisors, LLC8,091
0.1% of portfolio›$3.4M
Certuity, LLC7,960
0.2% of portfolio›$3.3M
Fragasso Financial Advisors Inc7,937
0.2% of portfolio›$3.4M
TFC Financial Management, Inc.7,765
0.4% of portfolio›$3.2M
Box Hill Private Wealth LLC7,744
2.3% of portfolio›$3.2M
Selby Wealth Management, LLC7,658
1.1% of portfolio›$3.2M
EverSource Wealth Advisors, LLC7,604
0.1% of portfolio›$3.2M
Center for Wealth Management Advisory7,599
2.0% of portfolio›$3.2M
Acropolis Investment Management, LLC7,558
0.1% of portfolio›$3.1M
Asset Dedication, LLC7,387
0.2% of portfolio›$3.1M
Ferguson Wellman Capital Management, Inc7,348
0.0% of portfolio›$3.1M
Johnson Financial Group, LLC7,341
0.2% of portfolio›$3.1M
Parallel Advisors, LLC7,294
0.0% of portfolio›$3.0M
J.Safra Asset Management Corp7,271
0.1% of portfolio›$3.0M
Capital City Trust Co7,261
0.6% of portfolio›$3.0M
Gemmer Asset Management LLC7,134
0.2% of portfolio›$3.0M
DWR Wealth Management, LLC7,117
2.1% of portfolio›$3.0M
BigSur Wealth Management LLC7,100
0.7% of portfolio›$3.0M
Hillcrest Wealth Advisors - NY, LLC7,100
1.0% of portfolio›$3.0M
Retirement Planning Group, LLC7,088
0.1% of portfolio›$2.9M
Sage Financial Group Inc7,043
0.2% of portfolio›$2.9M
Gryphon Financial Partners LLC6,985
0.3% of portfolio›$2.9M
Foundation Wealth Management, Llc\pa6,979
1.0% of portfolio›$2.9M
Accredited Investors Inc.6,915
0.1% of portfolio›$2.9M
Fulton Bank, N.A.6,881
0.1% of portfolio›$2.9M
James Investment Research, Inc.6,875
0.3% of portfolio›$2.9M
Orrstown Financial Services Inc6,802
0.4% of portfolio›$2.8M
Cranbrook Wealth Management, LLC6,752
0.5% of portfolio›$2.8M
Sellwood Investment Partners LLC6,690
1.0% of portfolio›$2.8M
Beacon Financial Group6,679
0.3% of portfolio›$2.8M
M Holdings Securities, Inc.6,613
1.1% of portfolio›$2.7M
Landaas & Co6,519
0.4% of portfolio›$2.7M
First Citizens Bank & Trust Co6,480
0.0% of portfolio›$2.7M
NorthCrest Asset Manangement, LLC6,433
0.1% of portfolio›$2.7M
ZWJ Investment Counsel Inc6,337
0.1% of portfolio›$2.6M
Fort Washington Investment Advisors Inc6,312
0.0% of portfolio›$2.6M
Genesee Capital Advisors, LLC6,278
0.8% of portfolio›$2.6M
D.A. Davidson & Co.6,251
0.0% of portfolio›$2.6M
Eagle Bay Advisors LLC6,223
1.9% of portfolio›$2.6M
New Wave Wealth Advisors LLC6,216
0.7% of portfolio›$2.6M
Prairie Advisory, LLC6,196
0.3% of portfolio›$2.6M
Rossmore Private Capital6,070
0.2% of portfolio›$2.5M
GenWealth Group, Inc.6,067
0.4% of portfolio›$2.5M
Zenith Solutions, Inc.5,995
2.2% of portfolio›$2.5M
Vision Capital Management, Inc.5,946
0.3% of portfolio›$2.5M
Nadler Financial Group, Inc.5,871
0.2% of portfolio›$2.4M
Layline Advisors, LLC5,807
2.2% of portfolio›$2.4M
Horst & Graben Wealth Management LLC5,782
0.3% of portfolio›$2.4M
Manchester Capital Management LLC5,705
0.3% of portfolio›$2.4M
Forum Financial Management, LP5,702
0.0% of portfolio›$2.4M
Berman McAleer LLC5,687
0.3% of portfolio›$2.4M
Wealthcare Capital Management LLC5,662
0.3% of portfolio›$2.4M
Townsend Asset Management Corp5,474
0.7% of portfolio›$2.3M
TSA Wealth Managment LLC5,435
0.6% of portfolio›$2.3M
Auour Investments LLC5,419
0.6% of portfolio›$2.3M
SC&H Financial Advisors, Inc.5,282
0.3% of portfolio›$2.2M
Nemes Rush Group LLC5,275
0.2% of portfolio›$2.2M
Capital Asset Advisory Services LLC5,267
0.1% of portfolio›$2.2M
ADE, LLC5,208
0.9% of portfolio›$2.2M
Aviso Wealth Management5,200
0.8% of portfolio›$2.2M
Lunt Capital Management, Inc.5,193
0.8% of portfolio›$2.2M
Livet Wealth, LLC5,158
1.2% of portfolio›$2.1M
Landmark Wealth Management, LLC5,127
0.5% of portfolio›$2.1M
Carrera Capital Advisors5,100
0.3% of portfolio›$2.1M
Eastern Bank5,078
0.0% of portfolio›$2.1M
Facet Wealth, Inc.5,044
0.0% of portfolio›$2.1M
Indivisible Partners5,036
0.1% of portfolio›$2.1M
Morton Capital Management LLC5,002
0.3% of portfolio›$2.1M
Peddock Capital Advisors, LLC4,901
0.4% of portfolio›$2.0M
Detalus Advisors, LLC4,835
0.4% of portfolio›$2.0M
Cypress Wealth Services, LLC4,814
0.2% of portfolio›$2.0M
VestGen Advisors, LLC4,774
0.1% of portfolio›$2.0M
Adkins Seale Capital Management LLC4,773
1.6% of portfolio›$2.0M
Asempa Wealth Advisors4,711
1.5% of portfolio›$2.0M
Wedmont Private Capital4,711
0.0% of portfolio›$2.0M
LBJ Family Wealth Advisors, Ltd.4,670
1.0% of portfolio›$1.9K
Sightline Wealth Advisors, LLC4,659
0.9% of portfolio›$1.9M
Oppenheimer & Co Inc4,653
0.0% of portfolio›$1.9M
Procyon Advisors, LLC4,626
0.1% of portfolio›$1.9M
Hoxton Planning & Management, LLC4,609
0.5% of portfolio›$1.9M
First Financial Corp4,597
0.7% of portfolio›$1.9M
Parisi Gray Wealth Management4,584
0.4% of portfolio›$1.9M
Finley Financial, LLC4,545
0.8% of portfolio›$1.9M
Frank, Rimerman Advisors LLC4,535
0.1% of portfolio›$1.9M
Sharkey, Howes & Javer4,525
0.2% of portfolio›$1.9M
Grandfield & Dodd, LLC4,523
0.1% of portfolio›$1.9M
TD Waterhouse Canada Inc.4,482
0.0% of portfolio›$1.9M
Diversify Advisory Services, LLC4,465
0.0% of portfolio›$1.9M
Diversify Wealth Management, LLC4,465
0.0% of portfolio›$1.9M
Colton Groome Financial Advisors, LLC4,360
0.4% of portfolio›$1.8M
Independent Financial Group, LLC4,345
0.0% of portfolio›$1.8M
Peck Wealth Management, LLC4,288
1.5% of portfolio›$1.8M
Tanager Wealth Management LLP4,278
0.1% of portfolio›$1.8M
Meridian Wealth Management, LLC4,272
0.1% of portfolio›$1.8M
First Business Financial Services, Inc.4,244
0.1% of portfolio›$1.8M
True North Advisors, LLC4,219
0.1% of portfolio›$1.8M
Certified Advisory Corp4,124
0.1% of portfolio›$1.7M
Fifth Third Wealth Advisors LLC4,089
0.0% of portfolio›$1.7M
AdvisorNet Financial, Inc4,034
0.1% of portfolio›$1.7M
Andrews, Lucia Wealth Management LLC3,991
0.9% of portfolio›$1.7M
McCarthy Asset Management, Inc.3,943
0.8% of portfolio›$1.6M
Eagle Strategies LLC3,937
0.2% of portfolio›$1.6M
Neumann Capital Management, LLC3,930
0.4% of portfolio›$1.6M
FSM Wealth Advisors, LLC3,892
0.2% of portfolio›$1.6M
Key FInancial Inc3,880
0.3% of portfolio›$1.6M
Lloyd Advisory Services, Llc.3,862
0.6% of portfolio›$1.6M
Balance Wealth Partners LLC3,839
0.4% of portfolio›$1.6M
Eagle Wealth Strategies LLC3,830
0.6% of portfolio›$1.6M
Kendall Capital Management3,818
0.3% of portfolio›$1.6M
Associated Banc-Corp3,732
0.0% of portfolio›$1.6M
Brookstone Capital Management3,700
0.0% of portfolio›$1.5M
Petredis Investment Advisors LLC3,684
0.1% of portfolio›$1.5M
Kestra Private Wealth Services, LLC3,683
0.0% of portfolio›$1.5M
James J. Burns & Company, LLC3,665
0.2% of portfolio›$1.5M
Equitable Trust Co3,654
0.1% of portfolio›$1.5M
ASL Financial, LLC3,650
1.0% of portfolio›$1.5M
Prevail Innovative Wealth Advisors, LLC3,609
0.2% of portfolio›$1.5M
Gilpin Wealth Management, LLC3,596
1.0% of portfolio›$1.5M
Hilltop National Bank3,568
0.3% of portfolio›$1.5M
Cypress Capital Group3,544
0.1% of portfolio›$1.5M
Whitegate Investment Counselors, Inc.3,543
0.4% of portfolio›$1.5M
W.H. Cornerstone Investments Inc.3,535
0.8% of portfolio›$1.5M
Focus Financial Network, Inc.3,505
0.0% of portfolio›$1.5M
Rockwood Wealth Management, LLC3,491
0.1% of portfolio›$1.5M
Cornerstone Wealth Management, LLC3,479
0.1% of portfolio›$1.4M
Decker Wealth Management LLC3,463
0.3% of portfolio›$1.4M
Harbor Asset Planning, Inc.3,418
1.1% of portfolio›$1.4M
Optimist Retirement Group LLC3,407
0.6% of portfolio›$1.4M
WealthPlan Investment Management, LLC3,402
0.1% of portfolio›$1.4M
Patriot Financial Group Insurance Agency, LLC3,401
0.1% of portfolio›$1.4M
Pathway Financial Advisors LLC3,400
0.2% of portfolio›$1.4M
McAdam, LLC3,362
0.1% of portfolio›$1.4M
CFS Investment Advisory Services, LLC3,342
0.1% of portfolio›$1.4M
Montecito Bank & Trust3,334
0.2% of portfolio›$1.4M
ARK & TLK Investments, LLC3,331
0.3% of portfolio›$1.4M
Patten & Patten Inc3,329
0.1% of portfolio›$1.4M
Ti-Trust, Inc3,317
0.8% of portfolio›$1.4M
Brandywine OAK Private Wealth LLC3,286
0.1% of portfolio›$1.4M
Legacy Private Trust Co.3,264
0.1% of portfolio›$1.4M
Denver PWM, LLC3,263
0.5% of portfolio›$1.4M
Dhjj Financial Advisors, Ltd.3,228
0.4% of portfolio›$1.3M
Polaris Investment Advisors, LLC3,223
0.9% of portfolio›$1.3M
Signal Advisors Wealth, LLC3,178
0.1% of portfolio›$1.3M
LEE Danner & Bass Inc3,175
0.1% of portfolio›$1.3M
Wealth Architects, LLC3,121
0.1% of portfolio›$1.3M
Waters Parkerson & Co., LLC3,110
0.1% of portfolio›$1.3M
Benchmark Financial Wealth Advisors, LLC3,109
0.3% of portfolio›$1.3M
Davenport & Co LLC3,096
0.0% of portfolio›$1.3M
Heartwood Wealth Advisors LLC3,055
0.1% of portfolio›$1.3M
Waterfront Wealth Inc.3,048
0.2% of portfolio›$1.3M
Cortland Associates Inc3,038
0.2% of portfolio›$1.3M
Wesbanco Bank Inc3,035
0.0% of portfolio›$1.3M
Tassel Capital Management, Inc.3,007
0.6% of portfolio›$1.3M
Atria Investments, Inc2,994
0.0% of portfolio›$1.2M
Praetorian Wealth Management, Inc.2,985
0.2% of portfolio›$1.2M
McClarren Financial Advisors, Inc.2,974
0.6% of portfolio›$1.2M
IFG Advisors, LLC2,969
0.2% of portfolio›$1.2M
Instrumental Wealth, LLC2,966
0.6% of portfolio›$1.2M
BLB&B Advisors, LLC2,962
0.0% of portfolio›$1.2M
OFS Enterprise LLC2,959
0.3% of portfolio›$1.2M
Tandem Capital Management Corp2,950
0.5% of portfolio›$1.2M
Greenleaf Trust2,932
0.0% of portfolio›$1.2M
Pinnacle Wealth Planning Services, Inc.2,928
0.1% of portfolio›$1.2M
CJM Wealth Advisers, Ltd.2,926
0.3% of portfolio›$1.2M
Capital Advisors, Ltd. LLC2,901
0.0% of portfolio›$1.2K
15 Wealth Advisors LLC2,861
0.3% of portfolio›$1.2M
Segment Wealth Management, LLC2,745
0.1% of portfolio›$1.1M
MGO One Seven LLC2,745
0.0% of portfolio›$1.1M
West Paces Advisors Inc.2,720
0.2% of portfolio›$1.1M
Boston Trust Walden Corp2,705
0.0% of portfolio›$1.1M
Stordahl Capital Management, Inc.2,691
0.2% of portfolio›$1.1M
Annex Advisory Services, LLC2,690
0.0% of portfolio›$1.1M
Penobscot Wealth Management2,684
0.3% of portfolio›$1.1M
Pacific Park Financial, Inc.2,663
0.7% of portfolio›$1.1M
Fairvoy Private Wealth, LLC2,657
0.2% of portfolio›$1.1M
StoneX Group Inc.2,644
0.0% of portfolio›$1.1M
Apollon Wealth Management, LLC2,636
0.0% of portfolio›$1.1M
Shepherd Financial Partners LLC2,624
0.1% of portfolio›$1.1M
Semitam Bonam LLC2,607
0.8% of portfolio›$1.1M
Deroy & Devereaux Private Investment Counsel Inc2,598
0.0% of portfolio›$1.1K
RMR Wealth Builders2,589
0.1% of portfolio›$1.1M
Tsfg, LLC2,586
0.0% of portfolio›$1.1K
Mycio Wealth Partners, LLC2,584
0.2% of portfolio›$1.1M
First Horizon Corp2,557
0.0% of portfolio›$1.1M
Warren Street Wealth Advisors, LLC2,544
0.2% of portfolio›$1.1M
Almanack Investment Partners, Llc.2,542
0.1% of portfolio›$1.1M
Syverson Strege & Co2,529
0.2% of portfolio›$1.1M
Rockland Trust Co2,519
0.0% of portfolio›$1.0M
Patten Group, Inc.2,510
0.2% of portfolio›$1.0M
Moran Wealth Management, LLC2,484
0.0% of portfolio›$1.0M
One Advisory Partners, LLC2,447
0.3% of portfolio›$1.0M
Rose Capital Advisors LLC2,436
0.2% of portfolio›$1.0M
MassMutual Private Wealth & Trust, FSB2,424
0.0% of portfolio›$1.0M
ShoreHaven Wealth Partners, LLC2,422
0.3% of portfolio›$1.0M
Tranquility Partners, LLC2,421
0.3% of portfolio›$1.0M
First National Trust Co2,412
0.0% of portfolio›$1.0M
Gutierrez Wealth Advisory, LLC2,395
0.5% of portfolio›$996.4K
Penney Financial, LLC2,380
0.3% of portfolio›$990.4K
Willis Johnson Wealth, Inc.2,357
0.1% of portfolio›$980.7K
NWF Advisory Services Inc.2,355
0.1% of portfolio›$980.0K
Carnegie Investment Counsel2,322
0.0% of portfolio›$966.3K
Optivise Advisory Services LLC2,313
0.5% of portfolio›$962.4K
Retirement Wealth Solutions LLC2,302
0.5% of portfolio›$957.9K
Vontobel Holding Ltd.2,300
0.0% of portfolio›$957.1K
Enzi Wealth2,286
0.3% of portfolio›$971.0K
Next Level Private LLC2,271
0.2% of portfolio›$945.0K
Palatine Hill Wealth Management, LLC2,244
0.7% of portfolio›$933.8K
Westbourne Investment Advisors, Inc.2,240
0.2% of portfolio›$932.1K
Salem Investment Counselors Inc2,240
0.0% of portfolio›$932.1K
Harbor Group, Inc.2,228
0.1% of portfolio›$927.3K
Gibson Capital, LLC2,208
0.2% of portfolio›$918.8K
Kohmann Bosshard Financial Services, LLC2,206
0.1% of portfolio›$917.8K
Soundwatch Capital LLC2,204
0.1% of portfolio›$926.1K
Stronghold Wealth Management L.L.C.2,177
1.3% of portfolio›$905.9K
Verum Partners LLC2,172
0.1% of portfolio›$903.9K
Independence Bank of Kentucky2,168
0.1% of portfolio›$902.2K
Gilliland Jeter Wealth Management LLC2,157
0.2% of portfolio›$897.6K
Old North State Wealth Management, LLC2,135
0.4% of portfolio›$888.6K
Simon Quick Advisors, LLC2,132
0.0% of portfolio›$887.2K
JB Capital LLC2,118
0.0% of portfolio›$881.4K
Aviance Capital Partners, LLC2,099
0.1% of portfolio›$873.5K
Towneley Capital Management, Inc / de2,096
0.2% of portfolio›$872.2K
Basso Capital Management, L.P.2,079
0.2% of portfolio›$865.0K
Flagstar Securities, Inc2,063
0.3% of portfolio›$858.4K
3 Factor Indexing, LLC2,062
0.7% of portfolio›$858.1K
Signaturefd, LLC2,047
0.0% of portfolio›$851.9K
Acorn Wealth Advisors, LLC2,038
0.2% of portfolio›$848.1K
Integrity Advisory Solutions, LLC2,014
0.1% of portfolio›$838.1K
Encompass Wealth Advisors, LLC2,010
0.1% of portfolio›$836.4K
Hurlow Wealth Management Group, Inc.2,007
0.2% of portfolio›$835.2K
Hohimer Wealth Management, LLC2,004
0.1% of portfolio›$833.8K
Riverbridge Partners LLC2,004
0.0% of portfolio›$833.9K
IFS Advisors, LLC1,997
0.3% of portfolio›$831.0K
Strategic Advisors LLC1,995
0.2% of portfolio›$830.1K
Flagship Harbor Advisors, LLC1,982
0.0% of portfolio›$825.0K
SAX Wealth Advisors, LLC1,980
0.0% of portfolio›$824.0K
Parthenon LLC1,980
0.1% of portfolio›$823.9K
Gamma Investing LLC1,974
0.0% of portfolio›$821.5K
Smith Salley Wealth Management1,968
0.0% of portfolio›$818.9K
RFG Advisory, LLC1,960
0.0% of portfolio›$815.8K
Wealthcare Capital Partners, LLC1,959
0.3% of portfolio›$815.2K
Gerber Kawasaki Wealth & Investment Management1,954
0.0% of portfolio›$813.2K
Soltis Investment Advisors LLC1,954
0.0% of portfolio›$813.1K
Quadrant Private Wealth Management, LLC1,952
0.1% of portfolio›$812.3K
Dynamic Advisor Solutions LLC1,913
0.0% of portfolio›$796.2K
PUREfi Wealth, LLC1,913
0.4% of portfolio›$796.1K
Claro Advisors Inc.1,912
0.1% of portfolio›$795.7K
Norden Group LLC1,911
0.1% of portfolio›$795.2K
Mechanics Bank Trust Department1,900
0.1% of portfolio›$790.6K
Citizens National Bank Trust Department1,900
0.1% of portfolio›$790.6K
Accelerate Investment Advisors LLC1,900
0.4% of portfolio›$790.6K
Simplicity Wealth,LLC1,898
0.0% of portfolio›$789.8K
Schear Investment Advisers, LLC1,884
0.1% of portfolio›$784.1K
Tempo Wealth, LLC1,884
0.1% of portfolio›$784.1K
JSF Financial, LLC1,875
0.1% of portfolio›$780.5K
Global Wealth Management, LLC1,870
0.4% of portfolio›$778.3K
Heck Capital Advisors, LLC1,860
0.0% of portfolio›$774.0K
Forte Asset Management LLC1,855
0.3% of portfolio›$771.9K
Nicholas Hoffman & Company, Llc.1,845
0.0% of portfolio›$767.7K
Firethorn Wealth Partners, LLC1,841
0.2% of portfolio›$766.0K
Journey Advisory Group, LLC1,836
0.1% of portfolio›$764.0K
Cardinal Point Capital Management ULC1,818
0.0% of portfolio›$756.5K
Signature Estate & Investment Advisors LLC1,817
0.0% of portfolio›$756.1K
NTV Asset Management LLC1,811
0.1% of portfolio›$753.8K
Cherry Creek Investment Advisors, Inc.1,807
0.3% of portfolio›$751.8K
Sage Private Wealth Group, LLC1,799
0.3% of portfolio›$748.6K
Wealth Enhancement Trust Services, Inc.1,798
0.1% of portfolio›$748.2K
Summit Wealth Group LLC / Co1,797
0.0% of portfolio›$747.8K
Align Financial, LLC1,780
0.4% of portfolio›$740.7K
Sprinkle Financial Consultants LLC1,774
0.3% of portfolio›$738.2K
MLG Wealth Management DBA Pine Grove Financial Group1,769
0.1% of portfolio›$736.1K
Cornerstone Planning Group LLC1,737
0.1% of portfolio›$738.6K
Gilbert Capital Group, Inc.1,736
0.5% of portfolio›$722.4K
Obermeyer Wealth Partners1,733
0.0% of portfolio›$721.2K
Diversified Portfolios, Inc.1,727
0.0% of portfolio›$718.5K
United Asset Strategies, Inc.1,725
0.0% of portfolio›$717.8K
Cahaba Wealth Management, Inc.1,724
0.0% of portfolio›$717.6K
Avant Financial Advisors LLC1,713
0.4% of portfolio›$712.8K
Palisade Asset Management, LLC1,711
0.1% of portfolio›$712.0K
Moss Adams Wealth Advisors LLC1,711
0.0% of portfolio›$712.0K
Courier Capital LLC1,697
0.0% of portfolio›$706.2K
Allen Mooney & Barnes Investment Advisors LLC1,685
0.1% of portfolio›$701.1K
True Private Wealth Advisors1,682
0.1% of portfolio›$699.9K
AAF Wealth Management, LLC1,681
0.3% of portfolio›$699.4K
Stableford Capital II LLC1,663
0.2% of portfolio›$692.0K
Stonebridge Financial Group, LLC1,647
0.1% of portfolio›$685.4K
Murphy, Middleton, Hinkle & Parker, Inc.1,635
0.3% of portfolio›$680.4K
Lpwm LLC1,633
0.1% of portfolio›$679.5K
USA Financial Formulas1,621
0.1% of portfolio›$674.5K
Black Diamond Financial, LLC1,618
0.1% of portfolio›$673.3K
Sima Wealth Partners, LLC1,617
0.5% of portfolio›$672.9K
Krilogy Financial LLC1,613
0.0% of portfolio›$685.4K
Balboa Wealth Partners1,604
0.1% of portfolio›$667.6K
Buttonwood Financial Advisors Inc.1,590
0.2% of portfolio›$661.6K
Form Wealth Advisors, LLC1,589
0.1% of portfolio›$661.2K
Blue Trust, Inc.1,587
0.0% of portfolio›$660.2K
Paradigm, Strategies in Wealth Management, LLC1,572
0.4% of portfolio›$654.2K
Powerhouse Assets LLC1,572
0.5% of portfolio›$654.2K
Paragon Advisors, LLC1,558
0.1% of portfolio›$648.3K
Carter Financial Group, Inc.1,551
0.3% of portfolio›$645.2K
Hurley Capital, LLC1,550
0.3% of portfolio›$645.3K
Asset Advisory Group, Inc.1,546
0.3% of portfolio›$643.4K
Midland Wealth Advisors, LLC1,537
0.0% of portfolio›$639.6K
Greenwood Gearhart LLC1,530
0.0% of portfolio›$636.7K
Security National Bank1,528
0.1% of portfolio›$635.8K
Canandaigua National Bank & Trust Co1,525
0.1% of portfolio›$634.6K
Crescent Grove Advisors, LLC1,511
0.1% of portfolio›$628.8K
Riversedge Advisors, LLC1,505
0.1% of portfolio›$626.3K
Grimes & Co Wealth Management, LLC1,501
0.0% of portfolio›$624.6K
Yanni & Associates Investment Advisors, LLC1,501
0.6% of portfolio›$624.6K
Adelphi Trust Co1,497
0.4% of portfolio›$622.9K
Fulton Breakefield Broenniman LLC1,485
0.0% of portfolio›$618.0K
WBH Advisory Inc1,482
0.0% of portfolio›$616.9K
Northside Capital Management, LLC1,465
0.0% of portfolio›$609.6K
Curated Wealth Partners LLC1,450
0.0% of portfolio›$603.4K
Blankinship & Foster, LLC1,446
0.1% of portfolio›$601.8K
Capital Investment Advisory Services, LLC1,445
0.0% of portfolio›$603.4K
SBK Financial, Inc.1,441
0.3% of portfolio›$599.7K
Summit Asset Management, LLC1,424
0.1% of portfolio›$592.6K
Pennsylvania Capital Management Inc1,418
0.1% of portfolio›$590.1K
Global Wealth Strategies & Associates1,414
0.1% of portfolio›$588.3K
Old National Bancorp1,410
0.0% of portfolio›$586.7K
Flagship Private Wealth, LLC1,394
0.2% of portfolio›$580.0K
Sentry LLC1,372
0.2% of portfolio›$570.9K
Triad Wealth Partners, LLC1,361
0.0% of portfolio›$566.4K
Chatham Capital Group, Inc.1,358
0.1% of portfolio›$565.1K
Nestegg Advisors, Inc.1,352
0.4% of portfolio›$562.6K
Capital Advisors Wealth Management, LLC1,351
0.1% of portfolio›$562.1K
Aaron Wealth Advisors LLC1,342
0.0% of portfolio›$558.4K
Beaumont Financial Advisors, LLC1,334
0.0% of portfolio›$555.1K
Roger Wittlin Investment Advisory, LLC1,325
0.4% of portfolio›$551.4K
Wetzel Investment Advisors, Inc.1,299
0.2% of portfolio›$540.6K
Sigma Planning Corp1,286
0.0% of portfolio›$535.2K
Abacus Wealth Partners, LLC1,281
0.1% of portfolio›$533.1K
Abacus Planning Group, Inc.1,269
0.1% of portfolio›$528.1K
Northland Securities, Inc.1,266
0.3% of portfolio›$526.8K
Factor Wealth Management LTD1,265
0.1% of portfolio›$526.3K
Union Savings Bank1,263
0.2% of portfolio›$525.6K
Arbor Wealth Advisors LLC1,262
0.3% of portfolio›$525.2K
CMH Wealth Management LLC1,248
0.1% of portfolio›$519.4K
Gibbs Wealth Management1,245
0.1% of portfolio›$518.1K
Strategent Financial, LLC1,228
0.3% of portfolio›$511.0K
Investmark Advisory Group LLC1,212
0.2% of portfolio›$504.4K
Independent Wealth Advisors LLC1,207
0.4% of portfolio›$502.4K
Patton Albertson Miller Group, LLC1,207
0.1% of portfolio›$502.3K
SMI Advisory Services, LLC1,203
0.1% of portfolio›$511.7K
Verdence Capital Advisors LLC1,202
0.0% of portfolio›$500.3K
Embree Financial Group1,184
0.0% of portfolio›$492.5K
TMB Capital Partners, LLC1,183
0.1% of portfolio›$492.3K
Wedbush Securities Inc1,167
0.0% of portfolio›$486
Ridgeline Wealth, LLC1,163
0.3% of portfolio›$494.2K
Guardian Asset Advisors, LLC1,160
0.2% of portfolio›$483.0K
Valtinson Bruner Financial Planning LLC1,145
0.1% of portfolio›$476.5K
Burke & Herbert Bank & Trust Co1,136
0.1% of portfolio›$472.7K
Fermata Advisors, LLC1,136
0.1% of portfolio›$472.7K
LVW Advisors, LLC1,127
0.0% of portfolio›$469.0K
Willow Creek Wealth Management Inc.1,123
0.0% of portfolio›$467.3K
Trust Co of Vermont1,108
0.0% of portfolio›$461.1K
Juncture Wealth Strategies, LLC1,107
0.1% of portfolio›$460.7K
Maple Capital Management, Inc.1,100
0.0% of portfolio›$457.7K
Baker Ellis Asset Management LLC1,100
0.0% of portfolio›$457.7K
Pinnacle Associates LTD1,084
0.0% of portfolio›$451.1K
Plante Moran Financial Advisors, LLC1,082
0.0% of portfolio›$450.3K
Baring Financial LLC1,082
0.2% of portfolio›$450.3K
Pine Haven Investment Counsel, Inc1,080
0.3% of portfolio›$449.4K
XY Planning Network, Inc.1,075
0.0% of portfolio›$447.3K
Avantax Planning Partners, Inc.1,072
0.0% of portfolio›$446.1K
Fortress Financial Group, LLC1,070
0.2% of portfolio›$445.1K
Washington Trust Bank1,067
0.0% of portfolio›$444.0K
Clark Asset Management, LLC1,065
0.0% of portfolio›$443.2K
Venture Visionary Partners LLC1,064
0.0% of portfolio›$442.8K
Droms Strauss Advisors Inc1,062
0.1% of portfolio›$441.9K
SkyOak Wealth, LLC1,055
0.1% of portfolio›$439.0K
Rockport Wealth LLC1,048
0.1% of portfolio›$436.1K
Partners Wealth Management, LLC1,042
0.0% of portfolio›$433.6K
Kingswood Wealth Advisors, LLC1,032
0.0% of portfolio›$429.3K
E6 Portfolios, LLC1,029
0.3% of portfolio›$428.2K
NovaPoint Capital, LLC1,016
0.1% of portfolio›$422.8K
Cullen T Bankers, Inc.1,015
0.0% of portfolio›$422.4K
MBL Wealth, LLC1,014
0.0% of portfolio›$422.0K
Keystone Wealth Services, LLC1,012
0.1% of portfolio›$422.3K
KCM Investment Advisors LLC1,012
0.0% of portfolio›$421.1K
SeaCrest Wealth Management, LLC1,006
0.0% of portfolio›$418.8K
Parr Mcknight Wealth Management Group, LLC1,000
0.0% of portfolio›$416.1K
Lee, Kelleher & Klein Wealth Management997
0.2% of portfolio›$414.9K
Cambridge Capital Management, LLC991
0.2% of portfolio›$412.6K
Balentine LLC985
0.0% of portfolio›$409.9K
Kathmere Capital Management, LLC981
0.0% of portfolio›$408.2K
Avity Investment Management Inc.979
0.0% of portfolio›$407.4K
S.A. Mason LLC975
0.1% of portfolio›$405.7K
Range Financial Group LLC974
0.1% of portfolio›$405.3K
Tenon Financial LLC966
0.1% of portfolio›$402.0K
Joseph Group Capital Management964
0.1% of portfolio›$401.1K
Cherry Tree Wealth Management, LLC963
0.1% of portfolio›$400.7K
Frederick Financial Consultants, LLC962
0.2% of portfolio›$400.3K
Sowell Financial Services LLC955
0.0% of portfolio›$397.6K
Manske Wealth Management954
0.1% of portfolio›$397.0K
Howard Wealth Management, LLC946
0.1% of portfolio›$393.7K
Coastline Trust Co941
0.0% of portfolio›$391.6K
Etesian Wealth Advisors, Inc.940
0.1% of portfolio›$391.2K
Orgel Wealth Management, LLC940
0.0% of portfolio›$391.2K
WestEnd Advisors, LLC938
0.0% of portfolio›$390.2K
Abundance Wealth Counselors935
0.1% of portfolio›$389.1K
Allspring Global Investments Holdings, LLC935
0.0% of portfolio›$389.9K
Navigation Group, LLC931
0.1% of portfolio›$387.5K
Advus Financial Partners, LLC927
0.1% of portfolio›$385.7K
Root Financial Partners, LLC921
0.0% of portfolio›$383.3K
Sherman Wealth Management LLC914
0.3% of portfolio›$380.2K
Columbia Bank913
0.1% of portfolio›$379.9K
55 North Private Wealth, LLC913
0.1% of portfolio›$379.8K
Valley Forge Investment Consultants Inc ADV903
0.1% of portfolio›$375.8K
Uptick Partners, LLC902
0.1% of portfolio›$375.2K
Beirne Wealth Consulting Services, LLC902
0.1% of portfolio›$375.8K
Atlas Brown,Inc.900
0.1% of portfolio›$374.5K
Adell Harriman & Carpenter Inc893
0.0% of portfolio›$371.6K
Inscription Capital, LLC890
0.0% of portfolio›$370.4K
Reynders McVeigh Capital Management, LLC877
0.0% of portfolio›$364.9K
Legacy Wealth Management, LLC / MS875
0.1% of portfolio›$364.1K
NBT Bank, N.A.870
0.0% of portfolio›$362.0K
MidAtlantic Capital Management, Inc.869
0.2% of portfolio›$361.6K
Sage Rhino Capital LLC866
0.1% of portfolio›$360.4K
Kelly Financial Services LLC866
0.1% of portfolio›$360.2K
Lawood & Co856
0.2% of portfolio›$356.2K
Simplex Trading, LLC850
0.0% of portfolio›$353.7K
Kanawha Capital Management LLC849
0.0% of portfolio›$353.3K
Arsenal Capital Advisors LLC847
0.2% of portfolio›$352.4K
Glass Jacobson Investment Advisors llc842
0.1% of portfolio›$350.4K
Y-Intercept (Hong Kong) Ltd841
0.0% of portfolio›$350.0K
Daymark Wealth Partners, LLC839
0.0% of portfolio›$349.1K
RAM Investment Partners, LLC836
0.1% of portfolio›$347.9K
BAR Harbor Wealth Management822
0.0% of portfolio›$342.1K
Greenhouse Wealth Management, LLC819
0.2% of portfolio›$340.8K
BlueChip Wealth Advisors LLC812
0.1% of portfolio›$337.9K
Principle Wealth Partners LLC812
0.0% of portfolio›$337.9K
Fulcrum Capital LLC810
0.1% of portfolio›$337.1K
Abound Wealth Management805
0.1% of portfolio›$334.8K
Legacy Financial Group, Inc.800
0.1% of portfolio›$332.9K
Iowa State Bank800
0.1% of portfolio›$332.9K
Wealth Effects LLC797
0.1% of portfolio›$331.7K
Isthmus Partners, LLC795
0.0% of portfolio›$330.8K
SmartHarvest Portfolios, LLC793
0.1% of portfolio›$330.0K
Builder Investment Group Inc793
0.1% of portfolio›$330.0K
Stone Summit Wealth LLC788
0.1% of portfolio›$327.9K
Symphony Financial, Ltd. Co.782
0.0% of portfolio›$325.3K
IPG Investment Advisors LLC781
0.0% of portfolio›$324.9K
Family Office Research LLC777
0.1% of portfolio›$323.5K
Victory Financial Group, LLC768
0.0% of portfolio›$319.6K
Lewis Asset Management, LLC767
0.1% of portfolio›$319.2K
Pacific Asset Management, LLC759
0.2% of portfolio›$316.0K
KDK Private Wealth Management, LLC754
0.2% of portfolio›$313.8K
Unified Investment Management753
0.3% of portfolio›$313.3K
Wealth Dimensions Group, Ltd.750
0.1% of portfolio›$312.2K
Missouri Trust & Investment Co750
0.1% of portfolio›$312.1K
Hegarty Advisors, LLC749
0.2% of portfolio›$311.7K
Polaris Financial Partners748
0.1% of portfolio›$309
Everhart Financial Group, Inc.744
0.0% of portfolio›$309.6K
Tritonpoint Wealth, LLC743
0.0% of portfolio›$309.2K
Redhawk Wealth Advisors, Inc.741
0.0% of portfolio›$308.5K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors738
0.0% of portfolio›$307.4K
Acorn Financial Advisory Services Inc735
0.0% of portfolio›$305.9K
Rydar Equities, Inc.724
0.2% of portfolio›$307.3K
McCarley & Cook Financial Planners722
0.2% of portfolio›$300.4K
EPG Wealth Management LLC720
0.1% of portfolio›$299.6K
Accel Wealth Management718
0.1% of portfolio›$298.6K
GEM Asset Management, LLC716
0.1% of portfolio›$298.1K
PDS Planning, Inc715
0.0% of portfolio›$297.7K
CapWealth Advisors, LLC713
0.0% of portfolio›$296.7K
Cassaday & Co Wealth Management LLC711
0.0% of portfolio›$295.9K
Aspect Partners, LLC702
0.1% of portfolio›$292.1K
Quadcap Wealth Management, LLC701
0.0% of portfolio›$291.7K
Transcendent Capital Group LLC697
0.1% of portfolio›$290.1K
626 Financial, LLC691
0.1% of portfolio›$287.5K
Titleist Asset Management, LLC689
0.0% of portfolio›$286.6K
MTM Investment Management, LLC688
0.1% of portfolio›$286.3K
Bell Investment Advisors, Inc686
0.0% of portfolio›$285.5K
Timonier Family Office, Ltd.685
0.1% of portfolio›$285.0K
LongView Wealth Management683
0.1% of portfolio›$284.1K
Summit Place Financial Advisors, LLC682
0.1% of portfolio›$283.8K
New England Professional Planning Group Inc.678
0.1% of portfolio›$282.1K
LexAurum Advisors, LLC671
0.0% of portfolio›$279.2K
Bigelow Investment Advisors, LLC670
0.1% of portfolio›$278.8K
Bond & Devick Financial Network, Inc.663
0.1% of portfolio›$275.9K
RFG - Bristol Wealth Advisors, LLC656
0.1% of portfolio›$273.0K
Beverly Hills Private Wealth, LLC655
0.0% of portfolio›$272.6K
Elevation Point Wealth Partners, LLC655
0.0% of portfolio›$272.5K
Vicus Capital654
0.0% of portfolio›$272.2K
Thrive Wealth Management, LLC653
0.0% of portfolio›$271.7K
Pflug Koory, LLC652
0.1% of portfolio›$271.3K
Integral Investment Advisors, Inc.652
0.1% of portfolio›$271.3K
Gainline Financial Partners, LLC642
0.2% of portfolio›$267.2K
Absolute Capital Management, LLC638
0.1% of portfolio›$265.5K
Trek Financial, LLC635
0.0% of portfolio›$264.2K
International Assets Investment Management, LLC632
0.0% of portfolio›$263.5K
Schaeffer Financial LLC629
0.2% of portfolio›$261.7K
AGH Wealth Advisors, LLC625
0.2% of portfolio›$260.1K
New Capital Management LP622
0.1% of portfolio›$258.8K
Latitude Advisors, LLC621
0.1% of portfolio›$258.5K
Calamos Advisors LLC618
0.0% of portfolio›$257.2K
Tucker Asset Management LLC613
0.1% of portfolio›$255.1K
Howland Capital Management LLC609
0.0% of portfolio›$253.4K
First Affirmative Financial Network609
0.1% of portfolio›$253.4K
Hobart Private Capital, LLC607
0.0% of portfolio›$252.6K
Lanark Financial, Inc.603
0.0% of portfolio›$250.9K
Mindset Wealth Management, LLC600
0.0% of portfolio›$249.7K
Freedom Day Solutions, LLC600
0.1% of portfolio›$249.7K
Murphy Pohlad Asset Management LLC600
0.1% of portfolio›$249.7K
Matrix Asset Advisors Inc599
0.0% of portfolio›$249.5K
Windsor Capital Management, LLC593
0.1% of portfolio›$246.8K
Autumn Glory Partners, LLC591
0.1% of portfolio›$245.9K
Williams Jones Wealth Management, Llc.591
0.0% of portfolio›$245.9K
Sterling Financial Planning, Inc.589
0.1% of portfolio›$245.1K
Vista Finance, LLC588
0.1% of portfolio›$244.7K
Horizon Wealth Management, LLC584
0.0% of portfolio›$243.1K
Asset Advisors Investment Management, LLC583
0.0% of portfolio›$242.4K
Marin Bay Wealth Advisors, LLC580
0.1% of portfolio›$241.7K
Wernau Asset Management Inc.580
0.1% of portfolio›$241.4K
Foster Group, Inc.580
0.0% of portfolio›$241.4K
Samalin Investment Counsel, LLC580
0.1% of portfolio›$241.2K
Shira Ridge Wealth Management576
0.1% of portfolio›$239.7K
B.O.S.S. Retirement Advisors, LLC576
0.1% of portfolio›$239.8K
Tanglewood Wealth Management, Inc.574
0.0% of portfolio›$238.9K
Mountain Pacific Investment Advisers LLC573
0.0% of portfolio›$238.6K
Galvin, Gaustad & Stein, LLC572
0.0% of portfolio›$238.0K
PKS Advisory Services, LLC572
0.0% of portfolio›$234.3K
Signature Wealth Management Partners, LLC570
0.1% of portfolio›$237.2K
Howard Capital Management, LLC564
0.0% of portfolio›$234.5K
Bennett Selby Investments LP561
0.1% of portfolio›$233.4K
BridgePort Financial Solutions, LLC560
0.1% of portfolio›$233.0K
Brady Family Wealth, LLC556
0.1% of portfolio›$231.4K
Bison Wealth, LLC555
0.0% of portfolio›$236.0K
RVW Wealth, LLC555
0.0% of portfolio›$230.8K
HFG Wealth Management, LLC552
0.2% of portfolio›$225.9K
CWS Financial Advisors, LLC550
0.1% of portfolio›$229.0K
Blume Capital Management, Inc.550
0.0% of portfolio›$228.7K
Colorado Capital Management, Inc.550
0.0% of portfolio›$229
Jnba Financial Advisors550
0.0% of portfolio›$228.9K
Independent Wealth Network Inc.547
0.1% of portfolio›$227.5K
SP Asset Management LLC547
0.0% of portfolio›$227.8K
Dorato Capital Management545
0.2% of portfolio›$231.2K
InvesTrust544
0.1% of portfolio›$226.4K
Spectrum Asset Management, Inc. (NB )541
0.1% of portfolio›$225.1K
Interchange Capital Partners, LLC540
0.0% of portfolio›$224.7K
Beacon Capital Management, LLC540
0.0% of portfolio›$224.6K
City State Bank539
0.1% of portfolio›$224.3K
Matisse Capital537
0.1% of portfolio›$223.5K
Argos Wealth Advisors, LLC536
0.1% of portfolio›$223.0K
Private Trust Co NA536
0.0% of portfolio›$223.0K
Balefire, LLC534
0.0% of portfolio›$222.1K
Advocate Group LLC533
0.0% of portfolio›$221.8K
GW Henssler & Associates LTD531
0.0% of portfolio›$221.2K
Telos Capital Management, Inc.524
0.0% of portfolio›$218.1K
National Wealth Management Group, LLC523
0.1% of portfolio›$217.6K
CoreCap Advisors, LLC520
0.0% of portfolio›$216.4K
LifeSteps Financial, Inc.520
0.1% of portfolio›$216.4K
Smart Wealth LLC518
0.0% of portfolio›$215.6K
ARQ Wealth Advisors, LLC511
0.0% of portfolio›$212.6K
Wealth Quarterback LLC506
0.1% of portfolio›$210.5K
Gateway Investment Advisers LLC505
0.0% of portfolio›$210.1K
HighRoad Wealth Advisors, LLC502
0.2% of portfolio›$208.8K
Downshift Financial, LLC502
0.1% of portfolio›$208.9K
Ignite Planners, LLC501
0.0% of portfolio›$208.6K
Quantum Financial Advisors, LLC500
0.0% of portfolio›$208.1K
Trifecta Capital Advisors, LLC500
0.0% of portfolio›$208.1K
Donalies Financial Planning, LLC500
0.2% of portfolio›$208.1K
Carmel Capital Partners, LLC500
0.1% of portfolio›$208.1K
Legacy Wealth Partners, LLC499
0.0% of portfolio›$207.8K
Aprio Wealth Management, LLC497
0.0% of portfolio›$206.8K
Investors Asset Management of Georgia Inc494
0.1% of portfolio›$205.6K
Bailard, Inc.494
0.0% of portfolio›$205.9K
Affinity Capital Advisors, LLC493
0.0% of portfolio›$209.7K
Coyle Financial Counsel LLC491
0.0% of portfolio›$204.3K
Kingsman Wealth Management, Inc.487
0.1% of portfolio›$202.7K
Financial Life Advisors484
0.1% of portfolio›$201.4K
Evolution Wealth Advisors, LLC484
0.0% of portfolio›$201.4K
Foguth Wealth Management, Llc.482
0.0% of portfolio›$200.9K
Creative Capital Management Investments LLC482
0.0% of portfolio›$200.6K
First Pacific Financial480
0.0% of portfolio›$199.7K
Signature Equity Partners, LLC455
0.1% of portfolio›$189.3K
Compass Financial Management LLC442
0.0% of portfolio›$183.9K
Westside Investment Management, Inc.430
0.0% of portfolio›$178.9K
Tompkins Financial Corp427
0.0% of portfolio›$177.7K
Creative Financial Designs Inc413
0.0% of portfolio›$171.9K
Armstrong Advisory Group, Inc403
0.0% of portfolio›$167.7K
SJS Investment Consulting Inc.367
0.0% of portfolio›$152.7K
Roxbury Financial LLC360
0.1% of portfolio›$149.8K
Key Capital Management, Inc322
0.0% of portfolio›$134.0K
Provenance Wealth Advisors, LLC314
0.0% of portfolio›$130.5K
Foresight Capital Management Advisors, Inc.300
0.1% of portfolio›$124.8K
Salomon & Ludwin, LLC290
0.0% of portfolio›$120.7K
Pacific Center for Financial Services286
0.0% of portfolio›$119.0K
Kozak & Associates, Inc.285
0.0% of portfolio›$120.2K
Angeles Wealth Management, LLC284
0.0% of portfolio›$118.2K
Maryland Capital Advisors Inc.261
0.0% of portfolio›$108.6K
CX Institutional257
0.0% of portfolio›$107
Hughes Financial Services, LLC253
0.0% of portfolio›$106.4K
Brown, Lisle Ings, Inc.252
0.0% of portfolio›$104.9K
Elyxium Wealth, LLC246
0.0% of portfolio›$102.4K
Trust Co of Toledo NA238
0.0% of portfolio›$99.0K
Golden State Wealth Management, LLC231
0.0% of portfolio›$96.4K
Bay Harbor Wealth Management, LLC212
0.0% of portfolio›$88.2K
Ascentis Wealth Management, LLC211
0.0% of portfolio›$87.8K
Northstar Asset Management Co200
0.0% of portfolio›$84.5K
Washington Trust Advisors, Inc.200
0.0% of portfolio›$83.4K
Silver Grove Financial Group, Inc.200
0.0% of portfolio›$83.2K
SYM Financial Corp178
0.0% of portfolio›$73.9K
Valley National Advisers Inc170
0.0% of portfolio›$70.7K
Horizons Wealth Management170
0.0% of portfolio›$70.7K
Caldwell Trust Co168
0.0% of portfolio›$69.9K
William Mack & Associates, Inc.164
0.0% of portfolio›$68.2K
Thurston, Springer, Miller, Herd & Titak, Inc.157
0.1% of portfolio›$65.3K
Heritage Family Offices, LLP157
0.0% of portfolio›$65.3K
Investors Research Corp154
0.0% of portfolio›$64.1K
Chilton Capital Management LLC145
0.0% of portfolio›$60.3K
Farmers & Merchants Trust Co of Chambersburg PA145
0.0% of portfolio›$60
Avion Wealth130
0.1% of portfolio›$54.0K
RMG Wealth Management LLC129
0.0% of portfolio›$53.7K
Networth Advisors, LLC129
0.0% of portfolio›$53.7K
Cordgrass Capital Advisors, LLC125
0.0% of portfolio›$52.0K
Kingdom Financial Group Llc.123
0.0% of portfolio›$51.2K
Mainstream Capital Management LLC121
0.0% of portfolio›$50.4K
Eukles Asset Management111
0.0% of portfolio›$46.2K
Farmers & Merchants Investments Inc106
0.0% of portfolio›$44.1K
Pension & Wealth Management Advisors, Inc.99
0.0% of portfolio›$41.3K
Cedar Mountain Advisors, LLC92
0.0% of portfolio›$38.3K
Schuylkill Financial LLC91
0.0% of portfolio›$37.9K
North Point Portfolio Managers Corp91
0.0% of portfolio›$37.9K
Barnes Dennig Private Wealth Management LLC90
0.0% of portfolio›$37.5K
Wagner Wealth Management, LLC89
0.0% of portfolio›$37.0K
Montgomery Financial Services LLC88
0.0% of portfolio›$36.6K
Advocate Investing Services LLC83
0.0% of portfolio›$34.5K
Oakworth Capital, Inc.83
0.0% of portfolio›$34.5K
DeDora Capital, Inc.81
0.0% of portfolio›$33.7K
Redwood Park Advisors LLC76
0.0% of portfolio›$31.7K
Quest 10 Wealth Builders, Inc.75
0.0% of portfolio›$31.2K
Reap Financial Group, LLC75
0.0% of portfolio›$31.1K
Planning Strategies Inc.73
0.0% of portfolio›$30.4K
Livelsberger Financial Advisory72
0.2% of portfolio›$30.0K
Cape Investment Advisory, Inc.71
0.0% of portfolio›$29.5K
Nfsg Corp67
0.0% of portfolio›$27.9K
Holos Integrated Wealth LLC66
0.0% of portfolio›$27.6K
Atlantic Edge Private Wealth Management, LLC65
0.0% of portfolio›$27.0K
Foster Dykema Cabot & Partners, LLC64
0.0% of portfolio›$26.6K
SBI Securities Co., Ltd.44
0.0% of portfolio›$18.3K
Tradewinds Capital Management, LLC40
0.0% of portfolio›$16.6K
Hoey Investments, Inc39
0.0% of portfolio›$16.2K
Mcdonald Partners LLC36
0.0% of portfolio›$15.0K
Smallwood Wealth Investment Management, LLC30
0.0% of portfolio›$12.8K
Steph & Co30
0.0% of portfolio›$12.5K
Beacon Investment Advisory Services, Inc.27
0.0% of portfolio›$11.2K
Piscataqua Savings Bank25
0.0% of portfolio›$10.4K
Elevation Wealth Partners, LLC23
0.0% of portfolio›$9.6K
Davis Capital Management21
0.0% of portfolio›$8.7K
Barrett & Company, Inc.17
0.0% of portfolio›$7.1K
Edgemoor Investment Advisors, Inc.16
0.0% of portfolio›$6.7K
Yankcom Partnership16
0.0% of portfolio›$6.7K
Wilkerson Advisory Group LLC16
0.0% of portfolio›$6.7K
Kentucky Trust Co15
0.0% of portfolio›$6.2K
Alpine Bank Wealth Management13
0.0% of portfolio›$5.4K
Evermay Wealth Management LLC12
0.0% of portfolio›$5.0K
Arlington Trust Co LLC11
0.0% of portfolio›$4.6K
GK Wealth Management LLC10
0.0% of portfolio›$4.2K
Bfsg, LLC10
0.0% of portfolio›$4.2K
Noble Wealth Management PBC10
0.0% of portfolio›$4.2K
Community Financial Services Group, LLC9
0.0% of portfolio›$3.8K
Mascoma Wealth Management LLC8
0.0% of portfolio›$3.3K
Rosenberg Matthew Hamilton6
0.0% of portfolio›$2.5K
Evolution Wealth Management Inc.4
0.0% of portfolio›$1.7K
Decker Retirement Planning Inc.2
0.0% of portfolio›$834
Ares Financial Consulting, LLC1
0.0% of portfolio›$416
StyleTurnoverLocationFiled
Catalyst Capital Advisors LLC
1,637,759$681.5M11.0%ETFVery LowSan Juan, PR2026-11-02
National Mutual Insurance Federation of Agricultural Cooperatives
791,000$329.2M2.1%ETFVery LowTokyo, Japan, Mexico2026-10-28
Legacy Wealth Management, LLC
697,547$290.3M15.3%ETFLowMemphis, TN2026-10-22
Creative Planning
645,381$268.6M0.2%IndexVery LowOverland Park, KS2026-11-02
OpenArc Corporate Advisory, LLC
460,385$191.6M2.2%GrowthLowAtlanta, GA2026-10-21
Truist Financial Corp
434,847$181.0M0.2%CoreLowCharlotte, NC2026-10-30
RED Cedar Investment Management, LLC
380,297$158.3M15.2%ETFLowGrand Rapids, MI2026-11-04
MPS Loria Financial Planners, LLC
351,528$146.3M27.8%ETFVery LowBurr Ridge, IL2026-10-14
Wealth Enhancement Advisory Services, LLC
336,769$139.6M0.2%CoreLowPlymouth, MN2026-10-13
Sagespring Wealth Partners, LLC
333,617$138.8M2.1%ETFLowFranklin, TN2026-10-22
Arbor Investment Advisors, LLC
279,438$116.3M13.3%ETFVery LowWinston Salem, NC2026-10-26
Lido Advisors, LLC
259,518$108.0M0.3%GrowthLowLos Angeles, CA2026-11-04
Winthrop Advisory Group LLC
244,892$101.9M6.3%ETFVery LowBoston, MA2026-10-22
JFS Wealth Advisors, LLC
191,335$79.6M4.0%ETFVery LowHermitage, PA2026-11-03
Washington Trust Co
184,154$76.6M2.4%GrowthVery LowWesterly, RI2026-10-22
Cambridge Investment Research Advisors, Inc.
164,977$68.7K0.0%ETFLowFairfield, IA2026-11-02
Hippocratic Financial Advisors, LLC
163,484$68.0M26.8%ETFLowWestlake Village, CA2026-10-13
McKinley Carter Wealth Services, Inc.
161,976$67.4M3.4%ETFMediumWheeling, WV2026-10-16
Brighton Jones LLC
158,911$66.1M1.2%CoreVery LowSeattle, WA2026-11-03
Enclave Advisors LLC
157,402$65.5M8.3%ETFMediumAustin, TX2026-10-14
DT Investment Partners, LLC
151,190$62.9M4.6%ETFVery LowChadds Ford, PA2026-10-27
Choreo, LLC
148,236$61.7M0.6%IndexLowRockford, IL2026-10-28
Commonwealth Equity Services, LLC
146,274$60.9M0.1%ETFLowWaltham, MA2026-11-02
Nixon Peabody Trust Co
131,031$54.5M3.6%GrowthLowBoston, MA2026-10-23
Aspiriant, LLC
121,257$50.5M1.2%ETFVery LowLos Angeles, CA2026-10-16
Financial Management Professionals, Inc.
119,214$49.6M4.7%ETFMediumAustin, TX2026-10-23
Brewster Financial Planning LLC
116,700$48.6M26.8%ETFVery LowBrooklyn, NY2026-10-13
Hoge Financial Services, LLC
112,584$46.8M22.1%ETFVery LowCanonsburg, PA2026-11-05
Busey Bank
103,108$42.9M1.0%GrowthVery LowUrbana, IL2026-10-26
Sigma Investment Counselors Inc
102,305$42.6M2.0%ETFLowNorthville, MI2026-10-27
Montag A & Associates Inc
100,139$41.7M1.8%CoreLowAtlanta, GA2026-10-29
St. Louis Trust Co
95,702$39.8M4.1%ETFVery LowSaint Louis, MO2026-11-03
Kestra Advisory Services, LLC
95,391$39.7M0.1%CoreLowAustin, TX2026-11-02
Trust Co
93,427$38.9M3.4%ETFVery LowManhattan, KS2026-10-09
RTD Financial Advisors, Inc.
93,063$38.7M4.2%ETFLowPhiladelphia, PA2026-10-09
Franklin, Parlapiano, Turner & Welch, LLC
90,238$37.6M8.4%CoreLowHouston, TX2026-10-30
Legacy Advisors, LLC
89,260$37.1M3.5%ETFLowPlymouth Meeting, PA2026-10-19
Wilmington Savings Fund Society, FSB
85,645$35.6M0.8%CoreLowWilmington, DE2026-10-23
Robertson Stephens Wealth Management, LLC
85,155$35.4M0.9%ETFMediumSan Francisco, CA2026-10-16
Park Avenue Securities LLC
84,187$35.0K0.0%ETFMediumNew York, NY2026-10-26
Gray Private Wealth, LLC
82,774$34.4M14.0%ETFVery LowCanton, MA2026-10-28
May Hill Capital, LLC
81,204$33.8M6.6%ETFLowCohasset, MA2026-11-03
XML Financial, LLC
81,067$33.7M2.4%ETFLowBethesda, MD2026-10-29
Sachem Hill LLC
80,338$33.4M5.9%ETFVery LowDenver, CO2026-10-14
Opus Capital Group, LLC
80,037$33.3K0.0%ETFVery LowCincinnati, OH2026-10-30
ACT Wealth Management, LLC
79,833$33.2M9.8%ETFVery LowPlano, TX2026-10-09
Allen Investment Management, LLC
71,104$29.6M0.3%MomentumMediumNew York, NY2026-11-03
Modera Wealth Management, LLC
67,271$28.0M0.3%ETFVery LowWestwood, NJ2026-10-28
Mission Wealth Management, LP
59,501$24.8M0.4%ETFLowSanta Barbara, CA2026-10-15
Perigon Wealth Management, LLC
55,739$23.2M0.4%GrowthLowSan Francisco, CA2026-10-22
Heritage Investment Group, Inc.
55,105$22.9M3.1%ETFVery LowPompano Beach, FL2026-11-03
Paladin Partners, LLC
55,022$22.9M14.1%ETFVery LowHartland, WI2026-10-06
Constellation Investments, Inc.
54,987$22.9M0.9%ETFVery LowMontgomery, OH2026-10-28
Cornerstone Wealth Group, LLC
54,917$22.9M1.3%CoreMediumHuntersville, NC2026-11-02
Single Point Partners, LLC
54,606$22.7M4.0%ETFVery LowBoston, MA2026-10-19
TD Private Client Wealth LLC
53,945$22.4M0.4%ETFLowNew York, NY2026-10-28
HB Wealth Management, LLC
52,712$21.9M0.1%IndexVery LowAtlanta, GA2026-10-23
Mullaney, Keating & Wright, Inc.
51,143$21.3M9.9%GrowthVery LowMiddletown, CT2026-10-19
Citigroup Inc
50,741$21.1M0.0%CoreMediumNew York, NY2026-11-04
Wealthcare Advisory Partners LLC
48,111$20.0M0.3%ETFLowWest Chester, PA2026-10-21
Badgley Phelps Wealth Managers, LLC
47,485$19.8M0.3%GrowthVery LowSeattle, WA2026-10-22
Trust Point Inc.
46,868$19.5M1.5%CoreMediumLa Crosse, WI2026-10-27
Daido Life Insurance Co
43,602$18.1M8.1%ETFN/ATokyo, Mexico2026-11-05
Latigo Investments, LLC
42,556$17.7M7.9%ETFVery LowFort Lauderdale, FL2026-10-29
New England Private Wealth Advisors LLC
41,790$17.4M1.7%ETFVery LowWellesley, MA2026-10-19
Farther Finance Advisors, LLC
39,838$16.6M0.1%IndexLowSan Francisco, CA2026-10-08
YHB Investment Advisors, Inc.
39,513$16.4M1.0%GrowthLowWest Hartford, CT2026-10-08
Chartist Inc
37,906$15.8M10.1%CoreVery LowSeal Beach, CA2026-11-04
Glenview Trust Co
37,615$15.7M0.2%GrowthVery LowLouisville, KY2026-10-28
Quadrant Capital Group LLC
35,431$15.1M0.4%CoreLowCincinnati, OH2026-10-20
Vise Technologies, Inc.
34,541$14.4M0.1%IndexLowNew York, NY2026-10-29
Unique Wealth, LLC
33,944$14.1M1.6%ETFMediumTampa, FL2026-10-16
Smith Chas P & Associates PA Cpas
33,477$14.0M0.7%CoreVery LowLakeland, FL2026-10-22
ETF Portfolio Partners, Inc.
33,186$13.8M3.5%ETFVery LowLeawood, KS2026-10-22
Citizens Financial Group Inc
32,085$13.4M0.2%GrowthLowProvidence, RI2026-10-23
Fifth Third Securities, Inc.
31,321$13.0M0.7%ETFLowCincinnati, OH2026-10-21
1900 Wealth Management LLC
30,768$12.8M0.7%ETFLowSan Antonio, TX2026-10-13
Fire Capital Management LLC
30,413$12.7M3.3%GrowthLowSan Francisco, CA2026-10-27
Bokf, NA
30,386$12.6M0.2%CoreLowTulsa, OK2026-10-27
Belvedere Trading LLC
29,023$12.1M0.0%Agg GrowthVery HighChicago, IL2026-11-05
Hamilton Capital, LLC
28,905$12.0M0.7%ETFVery LowColumbus, OH2026-10-08
Firestone Capital Management
28,560$11.9M2.2%ETFVery LowSouth Miami, FL2026-11-03
North Star Investment Management Corp.
28,310$11.8M0.6%CoreLowChicago, IL2026-10-27
Centerline Wealth Advisors, LLC
28,232$11.7M3.7%ETFHighLouisville, KY2026-10-15
Turtle Creek Wealth Advisors, LLC
28,109$11.7M0.6%GrowthLowDallas, TX2026-10-15
Concurrent Investment Advisors, LLC
27,707$11.5M0.1%GrowthMediumTampa, FL2026-10-16
Parkside Financial Bank & Trust
26,946$11.2M0.7%CoreVery LowSaint Louis, MO2026-10-27
Sepio Capital, LP
26,737$11.1M0.4%ETFLowSalt Lake City, UT2026-10-22
GC Wealth Management RIA, LLC
26,120$10.9M0.5%GrowthMediumCambridge, MA2026-11-02
Indiana Trust & Investment Management Co
25,598$10.7M2.9%GrowthLowMishawaka, IN2026-10-22
Graves Light Lenhart Wealth, Inc.
25,124$10.5M1.0%ETFVery LowHarrisonburg, VA2026-10-09
Corepath Wealth Partners LLC
24,740$10.5M7.3%ETFVery LowScottsdale, AZ2026-10-21
American National Bank & Trust
24,544$10.2M0.9%CoreVery LowWichita Falls, TX2026-10-07
Arcadia Investment Advisors LLC
23,950$10.0M4.1%ETFLowEagle, ID2026-10-13
BayBridge Capital Group, LLC
23,076$9.6M5.1%GARPMediumLivermore, CA2026-10-13
Relyea Zuckerberg Hanson LLC
23,039$9.6M0.8%ETFLowStamford, CT2026-10-20
Apella Capital, LLC
22,175$9.4M0.1%ETFVery LowWest Hartford, CT2026-10-08
MV Capital Management, Inc.
21,545$9.0M0.8%ETFLowBethesda, MD2026-10-29
Omega Financial Group, LLC
21,255$8.8M2.7%ETFVery LowSanta Barbara, CA2026-10-29
Klingman & Associates, LLC
20,739$8.6M0.4%ETFVery LowNew York, NY2026-10-20
Spire Wealth Management
20,617$8.6M0.3%GrowthMediumMclean, VA2026-10-30
Evanson Financial, LLC
20,542$8.5M0.4%ETFN/AMclean, VA2026-10-23
Monument Capital Management
19,933$8.3M1.7%GARPHighAlexandria, VA2026-10-09
Regions Financial Corp
19,694$8.2M0.0%CoreLowBirmingham, AL2026-11-05
Breakwater Capital Group
19,645$8.2M1.0%ETFLowParamus, NJ2026-10-09
Pacific Capital Wealth Advisors, Inc.
19,234$8.0M1.1%ETFLowCorona, CA2026-10-22
Sage Mountain Advisors LLC
19,065$7.9M0.5%ETFLowAtlanta, GA2026-11-02
Mather Group, Llc.
18,928$7.9M0.1%ETFMediumChicago, IL2026-10-14
Ashton Thomas Private Wealth, LLC
18,775$7.8M0.2%CoreMediumScottsdale, AZ2026-11-03
Keybank National Association
18,541$7.7M0.0%CoreLowBrooklyn, OH2026-11-04
Bayshore Capital Advisors, LLC
18,461$7.7M4.0%YieldMediumTampa, FL2026-11-02
KFG LLC
18,205$7.6M5.0%ETFN/ARapid City, SD2026-11-02
Stegner Investment Associates Inc.
17,918$7.5M3.5%ETFVery LowLouisville, KY2026-10-15
Csenge Advisory Group
17,702$7.4M0.3%ETFMediumClearwater, FL2026-11-04
Garde Capital, Inc.
17,336$7.2M0.4%ETFLowSeattle, WA2026-10-29
Xponance LLC
17,131$7.1M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Highland Capital Management, LLC
17,078$7.1M0.3%GrowthMediumMemphis, TN2026-10-26
Prospera Financial Services Inc
16,564$6.8M0.1%CoreMediumDallas, TX2026-11-04
Avestar Capital, LLC
16,438$6.8M0.5%GrowthLowNew York, NY2026-10-28
Chicago Partners Investment Group LLC
16,077$6.7M0.1%GARPLowChicago, IL2026-10-27
Bensler, LLC
16,022$6.7M0.6%MomentumMediumBellevue, WA2026-11-05
Sumitomo Mitsui Trust Group, Inc.
15,913$6.6M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Woodward Financial Advisors, Inc.
15,447$6.4M2.5%ETFVery LowChapel Hill, NC2026-10-19
Sentinel Pension Advisors, LLC
15,395$6.4M0.8%ETFLowWakefield, MA2026-11-02
Avidian Wealth Enterprises, LLC
15,172$6.3M0.2%ETFLowHouston, TX2026-10-08
Peoples Bank
15,041$6.3M2.9%ETFLowMarietta, OH2026-10-26
Owl Creek Wealth Partners LLC
14,990$6.2M1.8%IndexLowGreenwood Village, CO2026-10-20
SigFig Wealth Management, LLC
14,912$6.2M0.2%ETFLowSan Francisco, CA2026-10-07
Parsons Capital Management Inc
14,897$6.2M0.3%CoreLowProvidence, RI2026-10-28
Halbert Hargrove Global Advisors, LLC
14,856$6.2M0.3%ETFLowLong Beach, CA2026-10-16
Shelton Wealth Management, LLC
14,843$6.2M2.4%GrowthMediumFort Worth, TX2026-10-16
B. Riley Wealth Advisors, Inc.
14,798$6.2M0.2%GrowthLowMemphis, TN2026-10-13
Sageworth Trust Co
14,270$5.9M0.2%ETFLowLancaster, PA2026-10-30
Seneca Financial Advisors LLC
14,156$5.9M1.6%ETFLowRochester, NY2026-10-28
Harbor Investment Advisory, LLC
13,735$5.7M0.4%GrowthLowLutherville, MD2026-10-13
Lodestar Private Asset Management LLC
13,354$5.6M0.5%ETFLowAlamo, CA2026-10-26
Valeo Financial Advisors, LLC
13,349$5.6M0.1%ETFLowCarmel, IN2026-10-08
Waldron Private Wealth LLC
13,258$5.5M0.2%ETFVery LowBridgeville, PA2026-11-02
AlphaCore Capital LLC
13,139$5.5M0.1%ETFLowLa Jolla, CA2026-11-04
Plancorp, LLC
12,871$5.3M0.1%ETFLowSaint Louis, MO2026-11-03
St. Clair Advisors, LLC
12,830$5.3M1.3%ETFLowMayfield Hts, OH2026-10-13
Midwest Trust Co
12,810$5.3M0.1%CoreLowOverland Park, KS2026-10-22
Avior Wealth Management, LLC
12,792$5.3M0.1%ETFMediumOmaha, NE2026-10-13
Crestwood Advisors Group, LLC
12,668$5.3M0.1%GrowthLowBoston, MA2026-10-27
Moisand Fitzgerald Tamayo, LLC
12,620$5.3M0.5%ETFVery LowOrlando, FL2026-10-15
Ascentis Independent Advisors
12,506$5.2M0.3%ETFLowDallas, TX2026-11-03
Strategic Blueprint, LLC
12,482$5.2M0.3%ETFLowAtlanta, GA2026-10-22
Summit Financial Strategies, Inc.
12,355$5.1M0.4%ETFLowColumbus, OH2026-10-14
Guyasuta Investment Advisors Inc
12,128$5.0M0.3%CoreVery LowPittsburgh, PA2026-10-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
12,063$5.0M0.1%GrowthVery LowSeattle, WA2026-10-27
Members Wealth LLC
11,990$5.1M2.5%ETFLowMedia, PA2026-10-20
Visionary Wealth Advisors
11,988$5.0M0.2%ETFLowO'Fallon, IL2026-11-04
Calamos Wealth Management LLC
11,749$4.9M0.1%GrowthMediumNaperville, IL2026-11-02
Ullmann Wealth Partners Group, LLC
11,563$4.8M0.4%ETFLowJacksonville Beach, FL2026-11-02
Corundum Group, Inc.
11,474$4.8M1.3%CoreLowColorado Springs, CO2026-10-28
Cyndeo Wealth Partners, LLC
11,207$4.7M0.2%CoreMediumSt. Petersburg, FL2026-10-16
Investment Partners, Ltd.
11,174$4.6M0.7%ETFVery LowNew Philadelphia, OH2026-10-29
HUB Investment Partners, LLC
11,054$4.6M0.1%GrowthLowAustin, TX2026-11-03
Americana Partners, LLC
10,961$4.6M0.1%CoreMediumHouston, TX2026-10-28
Cherrydale Wealth Management, LLC
10,949$4.6M1.2%ETFVery LowMontclair, NJ2026-10-20
Trust Co of Tennessee
10,664$4.4M0.8%ETFN/AKnoxville, TN2026-10-16
Intrua Financial, LLC
10,578$4.4M0.4%ETFMediumHouston, TX2026-10-28
Mitchell Sinkler & Starr
10,475$4.4M1.8%CoreVery LowPhiladelphia, PA2026-10-13
Northern Lights Advisors, Inc.
10,400$4.3M2.3%ETFVery LowSeattle, WA2026-10-21
Sentinel Advisory Group, LLC
10,235$4.3M1.7%ETFVery LowMiddleton, WI2026-10-20
Ascent Group, LLC
10,100$4.2M0.1%CoreLowVirginia Beach, VA2026-10-30
Phillips Financial Management, LLC
10,051$4.2M0.3%ETFVery LowFort Wayne, IN2026-10-19
MKD Wealth Coaches, LLC
10,022$4.2M3.4%ETFVery LowTroy, MI2026-10-09
Connecticut Wealth Management, LLC
10,002$4.2M0.2%ETFLowFarmington, CT2026-10-13
Integrated Advisors Network LLC
9,922$4.1M0.2%GrowthMediumDallas, TX2026-10-20
Evensky & Katz LLC
9,843$4.1K0.0%ETFVery LowCoral Gables, FL2026-10-27
BIP Wealth, LLC
9,814$4.1M0.1%ETFMediumAtlanta, GA2026-10-22
Portfolio Resources Advisor Group, Inc.
9,812$4.1M3.4%ETFMediumCoral Gables, FL2026-10-20
Forvis Mazars Wealth Advisors, LLC
9,636$4.0M0.1%ETFVery LowSpringfield, MO2026-10-13
G2 Capital Management, LLC / OH
9,565$4.0M0.9%ETFVery LowColumbus, OH2026-10-23
Fairway Wealth LLC
9,501$4.0M0.9%ETFLowIndependence, OH2026-10-30
Greenspring Advisors, LLC
9,444$3.9M0.2%ETFVery LowTowson, MD2026-11-05
Ellis Investment Partners, LLC
9,366$3.9M0.6%ETFLowBerwyn, PA2026-10-21
FSA Wealth Partners, Inc.
9,301$3.9M1.1%ETFHighRockville, MD2026-10-26
Precedent Wealth Partners, LLC
9,289$3.9M0.6%ETFMediumHouston, TX2026-10-21
LCW Services, LLC
9,283$3.9M1.6%ETFLowVirginia Beach, VA2026-10-21
Harbour Capital Advisors, LLC
9,230$3.8M0.7%GrowthLowTysons Corner, VA2026-10-13
Ashford Advisors, LLC
9,105$3.8M0.8%ETFVery LowPittsford, NY2026-11-02
StoryOne LLC
9,096$3.8M1.7%ETFVery HighOverland Park, KS2026-10-13
StoryOne LLC
9,096$3.8M1.7%ETFVery HighOverland Park, KS2026-10-13
Welch & Forbes LLC
9,037$3.8M0.0%CoreVery LowBoston, MA2026-11-04
Assetmark, Inc
8,997$3.7M0.0%ETFLowConcord, CA2026-10-21
Cambridge Financial Group, LLC
8,962$3.7M1.2%ETFLowTucson, AZ2026-10-06
WealthTrust Asset Management, LLC
8,717$3.6M2.0%GARPMediumDestin, FL2026-10-22
Lmcg Investments, LLC
8,714$3.6M0.2%CoreLowBoston, MA2026-10-21
IFP Advisors, Inc
8,495$3.5M0.1%GrowthLowTampa, FL2026-10-16
Security Financial Services, Inc.
8,418$3.5M0.5%ETFMediumFort Wayne, IN2026-10-29
Prime Capital Investment Advisors, LLC
8,402$3.5M0.0%ETFLowOverland Park, KS2026-10-20
GHP Investment Advisors, Inc.
8,366$3.5M0.1%CoreVery LowDenver, CO2026-10-15
Fiduciary Financial Group, LLC
8,312$3.5M0.4%ETFLowSan Rafael, CA2026-10-13
Bear Mountain Capital, Inc.
8,296$3.5M1.0%ETFLowSeattle, WA2026-11-04
Forteris Wealth Management Inc.
8,235$3.4M2.8%ETFVery LowArmonk, NY2026-10-13
Capital Investment Advisors, LLC
8,234$3.4M0.0%CoreLowAtlanta, GA2026-10-22
Bryn Mawr Trust Advisors, LLC
8,091$3.4M0.1%CoreLowPhiladelphia, PA2026-11-04
Certuity, LLC
7,960$3.3M0.2%GARPLowNorth Palm Beach, FL2026-11-02
Fragasso Financial Advisors Inc
7,937$3.4M0.2%ETFLowSewickley, PA2026-10-13
TFC Financial Management, Inc.
7,765$3.2M0.4%ETFVery LowBoston, MA2026-10-26
Box Hill Private Wealth LLC
7,744$3.2M2.3%ETFLowScottsdale, AZ2026-10-05
Selby Wealth Management, LLC
7,658$3.2M1.1%ETFVery LowEmeryville, CA2026-10-16
EverSource Wealth Advisors, LLC
7,604$3.2M0.1%CoreMediumBirmingham, AL2026-11-04
Center for Wealth Management Advisory
7,599$3.2M2.0%CoreMediumMilford, OH2026-10-23
Acropolis Investment Management, LLC
7,558$3.1M0.1%ETFLowSt. Louis, MO2026-10-08
Asset Dedication, LLC
7,387$3.1M0.2%ETFLowSan Francisco, CA2026-11-03
Ferguson Wellman Capital Management, Inc
7,348$3.1M0.0%CoreLowPortland, OR2026-10-05
Johnson Financial Group, LLC
7,341$3.1M0.2%ETFLowDenver, CO2026-11-03
Parallel Advisors, LLC
7,294$3.0M0.0%IndexLowSan Francisco, CA2026-11-03
J.Safra Asset Management Corp
7,271$3.0M0.1%ETFLowNew York, NY2026-11-03
Capital City Trust Co
7,261$3.0M0.6%CoreVery LowTallahassee, FL2026-10-22
Gemmer Asset Management LLC
7,134$3.0M0.2%ETFLowWalnut Creek, CA2026-10-16
DWR Wealth Management, LLC
7,117$3.0M2.1%ETFLowSan Jose, CA2026-10-13
BigSur Wealth Management LLC
7,100$3.0M0.7%GrowthLowMiami, FL2026-10-13
Hillcrest Wealth Advisors - NY, LLC
7,100$3.0M1.0%ETFVery LowHazlet, NJ2026-10-22
Retirement Planning Group, LLC
7,088$2.9M0.1%ETFVery LowLeawood, KS2026-10-19
Sage Financial Group Inc
7,043$2.9M0.2%ETFVery LowW. Conshohocken, PA2026-10-27
Gryphon Financial Partners LLC
6,985$2.9M0.3%IndexLowColumbus, OH2026-11-04
Foundation Wealth Management, Llc\pa
6,979$2.9M1.0%ETFLowMedia, PA2026-10-14
Accredited Investors Inc.
6,915$2.9M0.1%ETFLowEdina, MN2026-11-03
Fulton Bank, N.A.
6,881$2.9M0.1%CoreLowLancaster, PA2026-10-14
James Investment Research, Inc.
6,875$2.9M0.3%CoreLowAlpha, OH2026-10-22
Orrstown Financial Services Inc
6,802$2.8M0.4%ETFLowHarrisburg, PA2026-10-14
Cranbrook Wealth Management, LLC
6,752$2.8M0.5%ETFVery LowBloomfield Hills, MI2026-10-28
Sellwood Investment Partners LLC
6,690$2.8M1.0%ETFLowPortland, OR2026-11-03
Beacon Financial Group
6,679$2.8M0.3%ETFMediumDallas, TX2026-10-19
M Holdings Securities, Inc.
6,613$2.7M1.1%ETFHighPortland, OR2026-11-03
Landaas & Co
6,519$2.7M0.4%ETFVery LowMilwaukee, WI2026-10-29
First Citizens Bank & Trust Co
6,480$2.7M0.0%CoreMediumRaleigh, NC2026-10-14
NorthCrest Asset Manangement, LLC
6,433$2.7M0.1%GrowthLowPlymouth, MN2026-10-13
ZWJ Investment Counsel Inc
6,337$2.6M0.1%CoreLowAtlanta, GA2026-10-15
Fort Washington Investment Advisors Inc
6,312$2.6M0.0%CoreLowCincinnati, OH2026-10-15
Genesee Capital Advisors, LLC
6,278$2.6M0.8%ETFMediumAuburn, NY2026-10-20
D.A. Davidson & Co.
6,251$2.6M0.0%CoreLowGreat Falls, MT2026-10-28
Eagle Bay Advisors LLC
6,223$2.6M1.9%GrowthMediumNew York, NY2026-10-16
New Wave Wealth Advisors LLC
6,216$2.6M0.7%CoreMediumSpringdale, AR2026-10-19
Prairie Advisory, LLC
6,196$2.6M0.3%ETFN/ALeawood, KS2026-10-19
Rossmore Private Capital
6,070$2.5M0.2%CoreLowGlastonbury, CT2026-10-27
GenWealth Group, Inc.
6,067$2.5M0.4%ETFMediumMaplewood, NJ2026-10-16
Zenith Solutions, Inc.
5,995$2.5M2.2%ETFN/APhiladelphia, PA2026-10-19
Vision Capital Management, Inc.
5,946$2.5M0.3%CoreVery LowPortland, OR2026-10-20
Nadler Financial Group, Inc.
5,871$2.4M0.2%ETFVery LowDeerfield, IL2026-10-23
Layline Advisors, LLC
5,807$2.4M2.2%ETFLowRochester, NY2026-11-02
Horst & Graben Wealth Management LLC
5,782$2.4M0.3%ETFMediumPortland, OR2026-11-02
Manchester Capital Management LLC
5,705$2.4M0.3%CoreLowManchester, VT2026-10-22
Forum Financial Management, LP
5,702$2.4M0.0%ETFLowLombard, IL2026-10-16
Berman McAleer LLC
5,687$2.4M0.3%ETFVery LowTimonium, MD2026-10-16
Wealthcare Capital Management LLC
5,662$2.4M0.3%ETFVery LowRichmond, VA2026-10-21
Townsend Asset Management Corp
5,474$2.3M0.7%CoreLowRaleigh, NC2026-10-29
TSA Wealth Managment LLC
5,435$2.3M0.6%ETFMediumHouston, TX2026-10-22
Auour Investments LLC
5,419$2.3M0.6%ETFLowWoburn, MA2026-10-28
SC&H Financial Advisors, Inc.
5,282$2.2M0.3%ETFVery LowHunt Valley, MD2026-10-14
Nemes Rush Group LLC
5,275$2.2M0.2%CoreVery LowNovi, MI2026-11-04
Capital Asset Advisory Services LLC
5,267$2.2M0.1%ETFLowWilliamston, MI2026-10-30
ADE, LLC
5,208$2.2M0.9%ETFLowBaltimore, MD2026-10-29
Aviso Wealth Management
5,200$2.2M0.8%GrowthLowBellevue, WA2026-11-04
Lunt Capital Management, Inc.
5,193$2.2M0.8%ETFLowHolladay, UT2026-10-30
Livet Wealth, LLC
5,158$2.1M1.2%ETFLowSpanish Fork, UT2026-10-27
Landmark Wealth Management, LLC
5,127$2.1M0.5%ETFVery LowMelville, NY2026-11-03
Carrera Capital Advisors
5,100$2.1M0.3%ETFMediumTroy, MI2026-11-03
Eastern Bank
5,078$2.1M0.0%GrowthMediumBoston, MA2026-10-05
Facet Wealth, Inc.
5,044$2.1M0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Indivisible Partners
5,036$2.1M0.1%GrowthMediumClearwater, FL2026-10-26
Morton Capital Management LLC
5,002$2.1M0.3%ETFVery LowCalabasas, CA2026-10-23
Peddock Capital Advisors, LLC
4,901$2.0M0.4%GrowthLowBraintree, MA2026-10-16
Detalus Advisors, LLC
4,835$2.0M0.4%ETFLowSt. Louis, MO2026-10-15
Cypress Wealth Services, LLC
4,814$2.0M0.2%ETFLowPalm Desert, CA2026-10-21
VestGen Advisors, LLC
4,774$2.0M0.1%GrowthMediumChicago, IL2026-10-27
Adkins Seale Capital Management LLC
4,773$2.0M1.6%CoreVery LowShreveport, LA2026-10-27
Asempa Wealth Advisors
4,711$2.0M1.5%ETFLowBaton Rouge, LA2026-10-07
Wedmont Private Capital
4,711$2.0M0.0%IndexVery LowWest Chester, PA2026-10-09
LBJ Family Wealth Advisors, Ltd.
4,670$1.9K1.0%ETFVery LowAustin, TX2026-10-01
Sightline Wealth Advisors, LLC
4,659$1.9M0.9%ETFLowGroton, CT2026-10-21
Oppenheimer & Co Inc
4,653$1.9M0.0%CoreLowNew York, NY2026-10-26
Procyon Advisors, LLC
4,626$1.9M0.1%CoreVery LowShelton, CT2026-10-21
Hoxton Planning & Management, LLC
4,609$1.9M0.5%ETFLowShepherdstown, WV2026-10-15
First Financial Corp
4,597$1.9M0.7%CoreVery LowTerre Haute, IN2026-10-13
Parisi Gray Wealth Management
4,584$1.9M0.4%GrowthLowMendham, NJ2026-10-16
Finley Financial, LLC
4,545$1.9M0.8%ETFVery LowLas Vegas, NV2026-10-28
Frank, Rimerman Advisors LLC
4,535$1.9M0.1%GrowthLowPalo Alto, CA2026-10-16
Sharkey, Howes & Javer
4,525$1.9M0.2%ETFMediumDenver, CO2026-10-22
Grandfield & Dodd, LLC
4,523$1.9M0.1%CoreVery LowNew York, NY2026-10-29
TD Waterhouse Canada Inc.
4,482$1.9M0.0%CoreLowToronto, Australia2026-10-16
Diversify Advisory Services, LLC
4,465$1.9M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
4,465$1.9M0.0%GrowthMediumSandy, UT2026-10-20
Colton Groome Financial Advisors, LLC
4,360$1.8M0.4%ETFLowAsheville, NC2026-10-06
Independent Financial Group, LLC
4,345$1.8M0.0%GrowthLowSan Diego, CA2026-10-13
Peck Wealth Management, LLC
4,288$1.8M1.5%ETFLowWhite Plains, NY2026-10-29
Tanager Wealth Management LLP
4,278$1.8M0.1%ETFLowGoring On Thames, United Kingdom2026-10-19
Meridian Wealth Management, LLC
4,272$1.8M0.1%GrowthLowLexington, KY2026-11-05
First Business Financial Services, Inc.
4,244$1.8M0.1%ETFVery LowMadison, WI2026-10-29
True North Advisors, LLC
4,219$1.8M0.1%CoreMediumDallas, TX2026-10-22
Certified Advisory Corp
4,124$1.7M0.1%ETFLowAltamonte Springs, FL2026-10-29
Fifth Third Wealth Advisors LLC
4,089$1.7M0.0%IndexVery LowCincinnati, OH2026-10-22
AdvisorNet Financial, Inc
4,034$1.7M0.1%ETFLowMinnetonka, MN2026-10-15
Andrews, Lucia Wealth Management LLC
3,991$1.7M0.9%ETFVery LowDanville, CA2026-11-02
McCarthy Asset Management, Inc.
3,943$1.6M0.8%ETFMediumRedwood Shores, CA2026-10-20
Eagle Strategies LLC
3,937$1.6M0.2%ETFLowNew York, NY2026-10-16
Neumann Capital Management, LLC
3,930$1.6M0.4%GrowthVery LowFoster City, CA2026-10-15
FSM Wealth Advisors, LLC
3,892$1.6M0.2%ETFLowCleveland, OH2026-10-27
Key FInancial Inc
3,880$1.6M0.3%ETFLowWest Chester, PA2026-11-02
Lloyd Advisory Services, Llc.
3,862$1.6M0.6%ETFVery HighSuwanee, GA2026-11-02
Balance Wealth Partners LLC
3,839$1.6M0.4%ETFMediumWorthington, OH2026-10-27
Eagle Wealth Strategies LLC
3,830$1.6M0.6%ETFVery LowMullica Hill, NJ2026-10-20
Kendall Capital Management
3,818$1.6M0.3%GARPLowRockville, MD2026-10-23
Associated Banc-Corp
3,732$1.6M0.0%CoreLowGreen Bay, WI2026-10-30
Brookstone Capital Management
3,700$1.5M0.0%ETFMediumWheaton, IL2026-10-22
Petredis Investment Advisors LLC
3,684$1.5M0.1%GrowthVery LowWarrendale, PA2026-10-20
Kestra Private Wealth Services, LLC
3,683$1.5M0.0%GrowthLowAustin, TX2026-10-30
James J. Burns & Company, LLC
3,665$1.5M0.2%ETFVery LowMelville, NY2026-10-22
Equitable Trust Co
3,654$1.5M0.1%CoreLowNashville, TN2026-10-13
ASL Financial, LLC
3,650$1.5M1.0%ETFVery LowLos Gatos, CA2026-10-15
Prevail Innovative Wealth Advisors, LLC
3,609$1.5M0.2%CoreVery HighLeawood, KS2026-10-20
Gilpin Wealth Management, LLC
3,596$1.5M1.0%GrowthLowDenver, CO2026-10-09
Hilltop National Bank
3,568$1.5M0.3%CoreLowCasper, WY2026-10-14
Cypress Capital Group
3,544$1.5M0.1%CoreLowPalm Beach, FL2026-11-03
Whitegate Investment Counselors, Inc.
3,543$1.5M0.4%ETFVery LowConcord, NH2026-11-02
W.H. Cornerstone Investments Inc.
3,535$1.5M0.8%CoreLowKingston, MA2026-11-03
Focus Financial Network, Inc.
3,505$1.5M0.0%ETFLowMinneapolis, MN2026-10-14
Rockwood Wealth Management, LLC
3,491$1.5M0.1%ETFVery LowNew Hope, PA2026-10-27
Cornerstone Wealth Management, LLC
3,479$1.4M0.1%ETFVery LowSt. Peters, MO2026-11-04
Decker Wealth Management LLC
3,463$1.4M0.3%MomentumLowNashville, TN2026-10-09
Harbor Asset Planning, Inc.
3,418$1.4M1.1%ETFVery LowBelmont, MA2026-10-23
Optimist Retirement Group LLC
3,407$1.4M0.6%ValueLowBellevue, WA2026-10-30
WealthPlan Investment Management, LLC
3,402$1.4M0.1%GrowthMediumOmaha, NE2026-10-15
Patriot Financial Group Insurance Agency, LLC
3,401$1.4M0.1%GrowthLowWalpole, MA2026-10-14
Pathway Financial Advisors LLC
3,400$1.4M0.2%ETFLowSouth Burlington, VT2026-10-07
McAdam, LLC
3,362$1.4M0.1%ETFLowPhiladelphia, PA2026-10-21
CFS Investment Advisory Services, LLC
3,342$1.4M0.1%ETFMediumTotowa, NJ2026-10-19
Montecito Bank & Trust
3,334$1.4M0.2%GrowthVery LowSanta Barbara, CA2026-10-01
ARK & TLK Investments, LLC
3,331$1.4M0.3%ETFLowOklahoma City, OK2026-10-20
Patten & Patten Inc
3,329$1.4M0.1%CoreLowChattanooga, TN2026-10-26
Ti-Trust, Inc
3,317$1.4M0.8%CoreVery LowQuincy, IL2026-10-21
Brandywine OAK Private Wealth LLC
3,286$1.4M0.1%ETFVery LowKennett Square, PA2026-10-23
Legacy Private Trust Co.
3,264$1.4M0.1%ETFLowNeenah, WI2026-10-06
Denver PWM, LLC
3,263$1.4M0.5%ETFLowDenver, CO2026-10-22
Dhjj Financial Advisors, Ltd.
3,228$1.3M0.4%ETFVery LowNaperville, IL2026-10-23
Polaris Investment Advisors, LLC
3,223$1.3M0.9%ETFMediumFramingham, MA2026-10-20
Signal Advisors Wealth, LLC
3,178$1.3M0.1%ETFLowDetroit, MI2026-10-13
LEE Danner & Bass Inc
3,175$1.3M0.1%ValueVery LowNashville, TN2026-10-27
Wealth Architects, LLC
3,121$1.3M0.1%ETFVery LowMountain View, CA2026-11-03
Waters Parkerson & Co., LLC
3,110$1.3M0.1%CoreVery LowNew Orleans, LA2026-11-04
Benchmark Financial Wealth Advisors, LLC
3,109$1.3M0.3%ETFLowBoca Raton, FL2026-10-20
Davenport & Co LLC
3,096$1.3M0.0%CoreMediumRichmond, VA2026-10-14
Heartwood Wealth Advisors LLC
3,055$1.3M0.1%ETFLowRichmond, VA2026-10-05
Waterfront Wealth Inc.
3,048$1.3M0.2%ValueLowOverland Park, KS2026-11-03
Cortland Associates Inc
3,038$1.3M0.2%ValueMediumSt Louis, MO2026-10-29
Wesbanco Bank Inc
3,035$1.3M0.0%CoreLowWheeling, WV2026-11-04
Tassel Capital Management, Inc.
3,007$1.3M0.6%ETFLowMatthews, NC2026-10-20
Atria Investments, Inc
2,994$1.2M0.0%CoreMediumCharlotte, NC2026-10-15
Praetorian Wealth Management, Inc.
2,985$1.2M0.2%ETFVery LowCarmel, CA2026-10-16
McClarren Financial Advisors, Inc.
2,974$1.2M0.6%ETFMediumState College, PA2026-10-15
IFG Advisors, LLC
2,969$1.2M0.2%ETFVery LowSt. Louis, MO2026-10-15
Instrumental Wealth, LLC
2,966$1.2M0.6%ETFLowTampa, FL2026-10-20
BLB&B Advisors, LLC
2,962$1.2M0.0%ETFLowMontgomeryville, PA2026-10-27
OFS Enterprise LLC
2,959$1.2M0.3%ETFVery LowKearney, NE2026-10-16
Tandem Capital Management Corp
2,950$1.2M0.5%CoreLowWoodcliff Lake, NJ2026-10-22
Greenleaf Trust
2,932$1.2M0.0%CoreLowKalamazoo, MI2026-10-29
Pinnacle Wealth Planning Services, Inc.
2,928$1.2M0.1%GARPLowMansfield, OH2026-10-27
CJM Wealth Advisers, Ltd.
2,926$1.2M0.3%ETFVery LowFalls Church, VA2026-10-27
Capital Advisors, Ltd. LLC
2,901$1.2K0.0%ETFLowShaker Heights, OH2026-10-27
15 Wealth Advisors LLC
2,861$1.2M0.3%ETFN/AMundelein, IL2026-10-14
Segment Wealth Management, LLC
2,745$1.1M0.1%CoreLowHouston, TX2026-10-26
MGO One Seven LLC
2,745$1.1M0.0%GrowthLowBeachwood, OH2026-10-28
West Paces Advisors Inc.
2,720$1.1M0.2%ETFLowAtlanta, GA2026-10-13
Boston Trust Walden Corp
2,705$1.1M0.0%CoreLowBoston, MA2026-10-30
Stordahl Capital Management, Inc.
2,691$1.1M0.2%ETFVery LowGreenwood Village, CO2026-10-22
Annex Advisory Services, LLC
2,690$1.1M0.0%GrowthHighBrookfield, WI2026-10-16
Penobscot Wealth Management
2,684$1.1M0.3%ETFVery LowPortland, ME2026-10-21
Pacific Park Financial, Inc.
2,663$1.1M0.7%ETFMediumLagina Hills, CA2026-10-13
Fairvoy Private Wealth, LLC
2,657$1.1M0.2%GrowthMediumBirmingham, AL2026-10-19
StoneX Group Inc.
2,644$1.1M0.0%ETFMediumNew York, NY2026-11-03
Apollon Wealth Management, LLC
2,636$1.1M0.0%GrowthLowMount Pleasant, SC2026-10-23
Shepherd Financial Partners LLC
2,624$1.1M0.1%ETFLowWinchester, MA2026-11-03
Semitam Bonam LLC
2,607$1.1M0.8%ETFVery LowGoshen, NY2026-10-27
Deroy & Devereaux Private Investment Counsel Inc
2,598$1.1K0.0%ValueMediumBloomfield Hills, MI2026-10-26
RMR Wealth Builders
2,589$1.1M0.1%ETFLowMontclair, NJ2026-10-22
Tsfg, LLC
2,586$1.1K0.0%ETFLowLake Forest, IL2026-10-23
Mycio Wealth Partners, LLC
2,584$1.1M0.2%Deep ValueVery LowPhiladelphia, PA2026-11-04
First Horizon Corp
2,557$1.1M0.0%CoreLowMemphis, TN2026-10-26
Warren Street Wealth Advisors, LLC
2,544$1.1M0.2%ETFMediumIrvine, CA2026-11-04
Almanack Investment Partners, Llc.
2,542$1.1M0.1%ETFMediumNewtown Square, PA2026-11-03
Syverson Strege & Co
2,529$1.1M0.2%ETFVery LowWest Des Moines, IA2026-11-02
Rockland Trust Co
2,519$1.0M0.0%CoreLowHanover, MA2026-10-05
Patten Group, Inc.
2,510$1.0M0.2%CoreLowChattanooga, TN2026-10-26
Moran Wealth Management, LLC
2,484$1.0M0.0%CoreMediumNaples, FL2026-10-22
One Advisory Partners, LLC
2,447$1.0M0.3%ETFMediumOverland Park, KS2026-10-22
Rose Capital Advisors LLC
2,436$1.0M0.2%ETFN/AMiami Beach, FL2026-11-04
MassMutual Private Wealth & Trust, FSB
2,424$1.0M0.0%CoreLowSpringfield, MA2026-10-05
ShoreHaven Wealth Partners, LLC
2,422$1.0M0.3%ETFMediumRed Bank, NJ2026-10-16
Tranquility Partners, LLC
2,421$1.0M0.3%CoreLowBrentwood, TN2026-10-20
First National Trust Co
2,412$1.0M0.0%GrowthLowJohnstown, PA2026-10-28
Gutierrez Wealth Advisory, LLC
2,395$996.4K0.5%ETFLowLittle Rock, AR2026-11-02
Penney Financial, LLC
2,380$990.4K0.3%ETFMediumHouston, TX2026-10-20
Willis Johnson Wealth, Inc.
2,357$980.7K0.1%ETFLowHouston, TX2026-11-03
NWF Advisory Services Inc.
2,355$980.0K0.1%GARPLowLos Angeles, CA2026-10-19
Carnegie Investment Counsel
2,322$966.3K0.0%CoreLowPepper Pike, OH2026-10-20
Optivise Advisory Services LLC
2,313$962.4K0.5%ETFMediumFranklin, TN2026-10-19
Retirement Wealth Solutions LLC
2,302$957.9K0.5%ETFLowMarshfield, WI2026-10-07
Vontobel Holding Ltd.
2,300$957.1K0.0%CoreMediumZurich, Switzerland2026-10-16
Enzi Wealth
2,286$971.0K0.3%ETFMediumAustin, TX2026-10-14
Next Level Private LLC
2,271$945.0K0.2%CoreVery LowHarrison, NY2026-10-20
Palatine Hill Wealth Management, LLC
2,244$933.8K0.7%ETFMediumBirmingham, MI2026-11-03
Westbourne Investment Advisors, Inc.
2,240$932.1K0.2%GARPLowAnnapolis, MD2026-10-20
Salem Investment Counselors Inc
2,240$932.1K0.0%GrowthVery LowWinston-Salem, NC2026-10-13
Harbor Group, Inc.
2,228$927.3K0.1%ETFVery LowBedford, NH2026-10-14
Gibson Capital, LLC
2,208$918.8K0.2%ETFVery LowWexford, PA2026-10-23
Kohmann Bosshard Financial Services, LLC
2,206$917.8K0.1%ETFLowFairlawn, OH2026-11-04
Soundwatch Capital LLC
2,204$926.1K0.1%ETFVery LowDallas, TX2026-11-04
Stronghold Wealth Management L.L.C.
2,177$905.9K1.3%CoreLowTampa, FL2026-10-16
Verum Partners LLC
2,172$903.9K0.1%ETFLowCharlotte, NC2026-10-21
Independence Bank of Kentucky
2,168$902.2K0.1%GrowthLowOwensboro, KY2026-10-26
Gilliland Jeter Wealth Management LLC
2,157$897.6K0.2%GrowthVery LowLittle Rock, AR2026-10-28
Old North State Wealth Management, LLC
2,135$888.6K0.4%ValueMediumWilmington, NC2026-10-22
Simon Quick Advisors, LLC
2,132$887.2K0.0%ETFLowMorristown, NJ2026-10-26
JB Capital LLC
2,118$881.4K0.0%ETFMediumWethersfield, CT2026-10-19
Aviance Capital Partners, LLC
2,099$873.5K0.1%CoreLowNaples, FL2026-10-29
Towneley Capital Management, Inc / de
2,096$872.2K0.2%ETFVery LowLaguna Hills, CA2026-10-09
Basso Capital Management, L.P.
2,079$865.0K0.2%ETFMediumStamford, CT2026-10-30
Flagstar Securities, Inc
2,063$858.4K0.3%ETFVery LowNew York, NY2026-10-15
3 Factor Indexing, LLC
2,062$858.1K0.7%ETFLowSacramento, CA2026-10-15
Signaturefd, LLC
2,047$851.9K0.0%IndexLowAtlanta, GA2026-10-23
Acorn Wealth Advisors, LLC
2,038$848.1K0.2%ETFLowGrand Blanc, MI2026-10-19
Integrity Advisory Solutions, LLC
2,014$838.1K0.1%ETFMediumDallas, TX2026-10-29
Encompass Wealth Advisors, LLC
2,010$836.4K0.1%ETFVery LowPortland, OR2026-10-15
Hurlow Wealth Management Group, Inc.
2,007$835.2K0.2%ETFVery LowBloomington, IN2026-10-29
Hohimer Wealth Management, LLC
2,004$833.8K0.1%CoreHighSeattle, WA2026-11-04
Riverbridge Partners LLC
2,004$833.9K0.0%GrowthLowMinneapolis, MN2026-11-05
IFS Advisors, LLC
1,997$831.0K0.3%ETFLowOverland Park, KS2026-10-14
Strategic Advisors LLC
1,995$830.1K0.2%GrowthLowNew York, NY2026-10-13
Flagship Harbor Advisors, LLC
1,982$825.0K0.0%ETFMediumBoston, MA2026-10-26
SAX Wealth Advisors, LLC
1,980$824.0K0.0%ETFVery LowParsippany, NJ2026-10-13
Parthenon LLC
1,980$823.9K0.1%CoreVery LowLouisville, KY2026-10-22
Gamma Investing LLC
1,974$821.5K0.0%IndexVery LowFoster City, CA2026-10-08
Smith Salley Wealth Management
1,968$818.9K0.0%GrowthLowGreensboro, NC2026-11-03
RFG Advisory, LLC
1,960$815.8K0.0%ETFMediumBirmingham, AL2026-11-03
Wealthcare Capital Partners, LLC
1,959$815.2K0.3%ETFLowWest Chester, PA2026-10-21
Gerber Kawasaki Wealth & Investment Management
1,954$813.2K0.0%ETFLowSanta Monica, CA2026-10-29
Soltis Investment Advisors LLC
1,954$813.1K0.0%CoreMediumSt. George, UT2026-10-28
Quadrant Private Wealth Management, LLC
1,952$812.3K0.1%GrowthLowCenter Valley, PA2026-11-04
Dynamic Advisor Solutions LLC
1,913$796.2K0.0%ETFLowPhoenix, AZ2026-10-13
PUREfi Wealth, LLC
1,913$796.1K0.4%GrowthMediumBoston, MA2026-10-19
Claro Advisors Inc.
1,912$795.7K0.1%CoreLowBoston, MA2026-11-02
Norden Group LLC
1,911$795.2K0.1%GrowthMediumProvo, UT2026-10-20
Mechanics Bank Trust Department
1,900$790.6K0.1%CoreLowWalnut Creek, CA2026-10-13
Citizens National Bank Trust Department
1,900$790.6K0.1%CoreVery LowMeridian, MS2026-11-04
Accelerate Investment Advisors LLC
1,900$790.6K0.4%ETFLowAliso Viejo, CA2026-11-02
Simplicity Wealth,LLC
1,898$789.8K0.0%ETFLowSummit, NJ2026-10-23
Schear Investment Advisers, LLC
1,884$784.1K0.1%Agg GrowthMediumCincinnati, OH2026-10-14
Tempo Wealth, LLC
1,884$784.1K0.1%Agg GrowthLowIndependence, OH2026-10-14
JSF Financial, LLC
1,875$780.5K0.1%ETFMediumLos Angeles, CA2026-10-22
Global Wealth Management, LLC
1,870$778.3K0.4%ETFLowKingston, NJ2026-10-15
Heck Capital Advisors, LLC
1,860$774.0K0.0%ETFMediumRhinelander, WI2026-10-14
Forte Asset Management LLC
1,855$771.9K0.3%ETFLowBedford, NY2026-10-13
Nicholas Hoffman & Company, Llc.
1,845$767.7K0.0%ETFVery LowAtlanta, GA2026-10-30
Firethorn Wealth Partners, LLC
1,841$766.0K0.2%ETFLowAugusta, GA2026-10-14
Journey Advisory Group, LLC
1,836$764.0K0.1%CoreMediumCovington, KY2026-11-04
Cardinal Point Capital Management ULC
1,818$756.5K0.0%ValueLowToronto, Australia2026-10-21
Signature Estate & Investment Advisors LLC
1,817$756.1K0.0%ETFMediumLos Angeles, CA2026-10-13
NTV Asset Management LLC
1,811$753.8K0.1%GrowthLowCharleston, WV2026-10-23
Cherry Creek Investment Advisors, Inc.
1,807$751.8K0.3%GrowthLowEnglewood, CO2026-10-14
Sage Private Wealth Group, LLC
1,799$748.6K0.3%ETFLowOakbrook Terrace, IL2026-10-21
Wealth Enhancement Trust Services, Inc.
1,798$748.2K0.1%GrowthMediumSioux Falls, SD2026-10-07
Summit Wealth Group LLC / Co
1,797$747.8K0.0%ETFHighColorado Springs, CO2026-10-29
Align Financial, LLC
1,780$740.7K0.4%ETFVery LowHermantown, MN2026-10-16
Sprinkle Financial Consultants LLC
1,774$738.2K0.3%ETFLowLittleton, CO2026-10-09
MLG Wealth Management DBA Pine Grove Financial Group
1,769$736.1K0.1%ETFMediumWoodbury, MN2026-10-13
Cornerstone Planning Group LLC
1,737$738.6K0.1%ETFMediumFairfield, NJ2026-10-16
Gilbert Capital Group, Inc.
1,736$722.4K0.5%ETFHighNorth Yarmouth, ME2026-10-28
Obermeyer Wealth Partners
1,733$721.2K0.0%GrowthLowAspen, CO2026-10-21
Diversified Portfolios, Inc.
1,727$718.5K0.0%ETFLowBloomfield Hills, MI2026-11-04
United Asset Strategies, Inc.
1,725$717.8K0.0%GrowthLowGarden City, NY2026-10-28
Cahaba Wealth Management, Inc.
1,724$717.6K0.0%ETFVery LowAtlanta, GA2026-10-26
Avant Financial Advisors LLC
1,713$712.8K0.4%ETFVery LowAustin, TX2026-11-02
Palisade Asset Management, LLC
1,711$712.0K0.1%CoreVery LowMinneapolis, MN2026-11-03
Moss Adams Wealth Advisors LLC
1,711$712.0K0.0%ETFLowSeattle, WA2026-10-28
Courier Capital LLC
1,697$706.2K0.0%ETFLowBuffalo, NY2026-10-19
Allen Mooney & Barnes Investment Advisors LLC
1,685$701.1K0.1%ValueLowThomasville, GA2026-10-08
True Private Wealth Advisors
1,682$699.9K0.1%ETFMediumSalem, OR2026-10-19
AAF Wealth Management, LLC
1,681$699.4K0.3%ETFLowWestborough, MA2026-10-28
Stableford Capital II LLC
1,663$692.0K0.2%CoreHighScottsdale, AZ2026-10-09
Stonebridge Financial Group, LLC
1,647$685.4K0.1%ETFMediumWormleysburg, PA2026-10-01
Murphy, Middleton, Hinkle & Parker, Inc.
1,635$680.4K0.3%CoreVery HighThomasville, GA2026-10-15
Lpwm LLC
1,633$679.5K0.1%ETFMediumMinneapolis, MN2026-10-20
USA Financial Formulas
1,621$674.5K0.1%ETFVery HighAda, MI2026-10-16
Black Diamond Financial, LLC
1,618$673.3K0.1%ETFVery LowTowson, MD2026-10-26
Sima Wealth Partners, LLC
1,617$672.9K0.5%ETFVery LowRichmond, VA2026-10-19
Krilogy Financial LLC
1,613$685.4K0.0%GrowthLowSt. Louis, MO2026-10-13
Balboa Wealth Partners
1,604$667.6K0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
Buttonwood Financial Advisors Inc.
1,590$661.6K0.2%GARPLowBaltimore, MD2026-10-13
Form Wealth Advisors, LLC
1,589$661.2K0.1%ETFMediumLake Geneva, WI2026-10-13
Blue Trust, Inc.
1,587$660.2K0.0%ETFLowBrentwood, TN2026-10-15
Paradigm, Strategies in Wealth Management, LLC
1,572$654.2K0.4%ETFLowMaple Grove, MN2026-10-16
Powerhouse Assets LLC
1,572$654.2K0.5%ETFVery LowLincoln, MA2026-10-19
Paragon Advisors, LLC
1,558$648.3K0.1%ETFHighCollege Station, TX2026-11-03
Carter Financial Group, Inc.
1,551$645.2K0.3%GrowthLowBarrington, IL2026-10-21
Hurley Capital, LLC
1,550$645.3K0.3%GARPMediumNew York, NY2026-11-05
Asset Advisory Group, Inc.
1,546$643.4K0.3%CoreVery LowKinnelon, NJ2026-10-20
Midland Wealth Advisors, LLC
1,537$639.6K0.0%ETFLowEffingham, IL2026-10-26
Greenwood Gearhart LLC
1,530$636.7K0.0%ETFLowFayetteville, AR2026-11-02
Security National Bank
1,528$635.8K0.1%GrowthLowOmaha, NE2026-10-26
Canandaigua National Bank & Trust Co
1,525$634.6K0.1%CoreVery LowCanandaigua, NY2026-10-07
Crescent Grove Advisors, LLC
1,511$628.8K0.1%ETFLowLake Forest, IL2026-10-21
Riversedge Advisors, LLC
1,505$626.3K0.1%ETFMediumWilmington, DE2026-10-09
Grimes & Co Wealth Management, LLC
1,501$624.6K0.0%CoreLowWestborough, MA2026-10-29
Yanni & Associates Investment Advisors, LLC
1,501$624.6K0.6%ETFVery LowWexford, PA2026-10-14
Adelphi Trust Co
1,497$622.9K0.4%GrowthLowSaint Petersburg, FL2026-10-05
Fulton Breakefield Broenniman LLC
1,485$618.0K0.0%GrowthLowBethesda, MD2026-11-03
WBH Advisory Inc
1,482$616.9K0.0%ETFLowBaltimore, MD2026-11-05
Northside Capital Management, LLC
1,465$609.6K0.0%GARPLowHood River, OR2026-10-13
Curated Wealth Partners LLC
1,450$603.4K0.0%GARPLowEl Segundo, CA2026-10-15
Blankinship & Foster, LLC
1,446$601.8K0.1%ETFVery LowSolana Beach, CA2026-10-19
Capital Investment Advisory Services, LLC
1,445$603.4K0.0%CoreMediumRaleigh, NC2026-10-30
SBK Financial, Inc.
1,441$599.7K0.3%N/AN/ARichmond, VA2026-11-02
Summit Asset Management, LLC
1,424$592.6K0.1%ETFLowMemphis, TN2026-11-05
Pennsylvania Capital Management Inc
1,418$590.1K0.1%GrowthLowHuntingdon Valley, PA2026-11-05
Global Wealth Strategies & Associates
1,414$588.3K0.1%ETFLowDenver, CO2026-10-02
Old National Bancorp
1,410$586.7K0.0%CoreLowEvansville, IN2026-10-20
Flagship Private Wealth, LLC
1,394$580.0K0.2%ETFLowWoburn, MA2026-11-05
Sentry LLC
1,372$570.9K0.2%ValueVery LowMemphis, TN2026-10-30
Triad Wealth Partners, LLC
1,361$566.4K0.0%ETFMediumLawrence, KS2026-10-26
Chatham Capital Group, Inc.
1,358$565.1K0.1%CoreLowSavannah, GA2026-10-16
Nestegg Advisors, Inc.
1,352$562.6K0.4%ETFLowHauppauge, NY2026-10-21
Capital Advisors Wealth Management, LLC
1,351$562.1K0.1%ETFLowYakima, WA2026-10-09
Aaron Wealth Advisors LLC
1,342$558.4K0.0%GrowthMediumChicago, IL2026-10-13
Beaumont Financial Advisors, LLC
1,334$555.1K0.0%GrowthMediumNeedham, MA2026-10-22
Roger Wittlin Investment Advisory, LLC
1,325$551.4K0.4%ETFLowSan Francisco, CA2026-10-19
Wetzel Investment Advisors, Inc.
1,299$540.6K0.2%ETFLowIndianapolis, IN2026-10-13
Sigma Planning Corp
1,286$535.2K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Abacus Wealth Partners, LLC
1,281$533.1K0.1%ETFLowSanta Monica, CA2026-11-03
Abacus Planning Group, Inc.
1,269$528.1K0.1%ETFLowColumbia, SC2026-11-02
Northland Securities, Inc.
1,266$526.8K0.3%ETFLowMinneapolis, MN2026-11-02
Factor Wealth Management LTD
1,265$526.3K0.1%ETFLowChicago, IL2026-10-08
Union Savings Bank
1,263$525.6K0.2%CoreLowLitchfield, CT2026-10-14
Arbor Wealth Advisors LLC
1,262$525.2K0.3%ETFVery LowTroy, MI2026-10-09
CMH Wealth Management LLC
1,248$519.4K0.1%GrowthLowPortsmouth, NH2026-10-22
Gibbs Wealth Management
1,245$518.1K0.1%CoreLowAlpharetta, GA2026-10-22
Strategent Financial, LLC
1,228$511.0K0.3%ETFLowHarrisonburg, VA2026-10-30
Investmark Advisory Group LLC
1,212$504.4K0.2%ETFVery LowShelton, CT2026-10-27
Independent Wealth Advisors LLC
1,207$502.4K0.4%ETFLowCary, NC2026-10-27
Patton Albertson Miller Group, LLC
1,207$502.3K0.1%CoreLowChattanooga, TN2026-10-26
SMI Advisory Services, LLC
1,203$511.7K0.1%ETFMediumColumbus, IN2026-10-13
Verdence Capital Advisors LLC
1,202$500.3K0.0%CoreMediumHunt Valley, MD2026-10-26
Embree Financial Group
1,184$492.5K0.0%ETFLowChicago, IL2026-10-22
TMB Capital Partners, LLC
1,183$492.3K0.1%MomentumMediumLittle Rock, AR2026-10-20
Wedbush Securities Inc
1,167$4860.0%CoreLowPasadena, CA2026-10-22
Ridgeline Wealth, LLC
1,163$494.2K0.3%ETFVery LowMesa, AZ2026-10-14
Guardian Asset Advisors, LLC
1,160$483.0K0.2%GrowthMediumMechanicsburg, PA2026-10-16
Valtinson Bruner Financial Planning LLC
1,145$476.5K0.1%ETFLowNew Brighton, MN2026-11-02
Burke & Herbert Bank & Trust Co
1,136$472.7K0.1%CoreVery LowAlexandria, VA2026-11-02
Fermata Advisors, LLC
1,136$472.7K0.1%ETFLowSonoma, CA2026-10-13
LVW Advisors, LLC
1,127$469.0K0.0%CoreMediumPittsford, NY2026-10-19
Willow Creek Wealth Management Inc.
1,123$467.3K0.0%ETFVery LowSebastopol, CA2026-10-26
Trust Co of Vermont
1,108$461.1K0.0%CoreVery LowBrattleboro, VT2026-10-21
Juncture Wealth Strategies, LLC
1,107$460.7K0.1%ETFLowScottsdale, AZ2026-10-06
Maple Capital Management, Inc.
1,100$457.7K0.0%GrowthLowMontpelier, VT2026-11-02
Baker Ellis Asset Management LLC
1,100$457.7K0.0%GARPVery LowVancouver, WA2026-10-14
Pinnacle Associates LTD
1,084$451.1K0.0%CoreLowNew York, NY2026-10-20
Plante Moran Financial Advisors, LLC
1,082$450.3K0.0%ETFVery LowSouthfield, MI2026-11-04
Baring Financial LLC
1,082$450.3K0.2%ETFLowBellingham, WA2026-10-07
Pine Haven Investment Counsel, Inc
1,080$449.4K0.3%CoreVery LowFairhaven, MA2026-11-02
XY Planning Network, Inc.
1,075$447.3K0.0%ETFLowBozeman, MT2026-10-14
Avantax Planning Partners, Inc.
1,072$446.1K0.0%ETFLowDubuque, IA2026-11-03
Fortress Financial Group, LLC
1,070$445.1K0.2%ETFMediumRochester, MN2026-10-21
Washington Trust Bank
1,067$444.0K0.0%CoreLowSpokane, WA2026-11-03
Clark Asset Management, LLC
1,065$443.2K0.0%ETFVery LowStratham, NH2026-10-19
Venture Visionary Partners LLC
1,064$442.8K0.0%CoreLowSylvania, OH2026-10-07
Droms Strauss Advisors Inc
1,062$441.9K0.1%ETFLowSt. Louis, MO2026-11-03
SkyOak Wealth, LLC
1,055$439.0K0.1%ETFLowSouthfield, MI2026-10-28
Rockport Wealth LLC
1,048$436.1K0.1%ETFMediumFairview Park, OH2026-11-03
Partners Wealth Management, LLC
1,042$433.6K0.0%CoreLowCarmel By The Sea, CA2026-10-28
Kingswood Wealth Advisors, LLC
1,032$429.3K0.0%GrowthLowSan Diego, CA2026-10-23
E6 Portfolios, LLC
1,029$428.2K0.3%ETFLowMidvale, UT2026-10-26
NovaPoint Capital, LLC
1,016$422.8K0.1%CoreLowAtlanta, GA2026-10-22
Cullen T Bankers, Inc.
1,015$422.4K0.0%GrowthLowSan Antonio, TX2026-10-28
MBL Wealth, LLC
1,014$422.0K0.0%ETFLowCharlotte, NC2026-10-22
Keystone Wealth Services, LLC
1,012$422.3K0.1%ETFHighPalm Desert, CA2026-11-03
KCM Investment Advisors LLC
1,012$421.1K0.0%CoreVery LowGreenbrae, CA2026-10-27
SeaCrest Wealth Management, LLC
1,006$418.8K0.0%GrowthLowPurchase, NY2026-10-21
Parr Mcknight Wealth Management Group, LLC
1,000$416.1K0.0%CoreMediumMinneapolis, MN2026-10-30
Lee, Kelleher & Klein Wealth Management
997$414.9K0.2%ETFVery LowEllicott City, MD2026-10-08
Cambridge Capital Management, LLC
991$412.6K0.2%ETFVery LowO'Fallon, IL2026-10-19
Balentine LLC
985$409.9K0.0%ETFLowAtlanta, GA2026-11-03
Kathmere Capital Management, LLC
981$408.2K0.0%ETFLowWayne, PA2026-10-20
Avity Investment Management Inc.
979$407.4K0.0%GrowthLowGreenwich, CT2026-10-09
S.A. Mason LLC
975$405.7K0.1%GrowthVery LowHolland, MI2026-10-13
Range Financial Group LLC
974$405.3K0.1%GARPMediumTigard, OR2026-10-21
Tenon Financial LLC
966$402.0K0.1%ETFVery LowMetuchen, NJ2026-10-14
Joseph Group Capital Management
964$401.1K0.1%ETFLowColumbus, OH2026-11-04
Cherry Tree Wealth Management, LLC
963$400.7K0.1%ETFVery LowMinnetonka, MN2026-10-15
Frederick Financial Consultants, LLC
962$400.3K0.2%ETFVery LowFrederick, MD2026-10-29
Sowell Financial Services LLC
955$397.6K0.0%CoreLowNorth Little Rock, AR2026-10-23
Manske Wealth Management
954$397.0K0.1%ValueVery LowHouston, TX2026-10-26
Howard Wealth Management, LLC
946$393.7K0.1%ETFVery LowMadison, CT2026-10-28
Coastline Trust Co
941$391.6K0.0%GrowthVery LowProvidence, RI2026-10-01
Etesian Wealth Advisors, Inc.
940$391.2K0.1%ETFLowWest Linn, OR2026-10-27
Orgel Wealth Management, LLC
940$391.2K0.0%ETFMediumAltoona, WI2026-10-14
WestEnd Advisors, LLC
938$390.2K0.0%ETFMediumCharlotte, NC2026-10-27
Abundance Wealth Counselors
935$389.1K0.1%GrowthLowState College, PA2026-10-26
Allspring Global Investments Holdings, LLC
935$389.9K0.0%CoreMediumCharlotte, NC2026-11-04
Navigation Group, LLC
931$387.5K0.1%ETFVery LowRedwood City, CA2026-10-28
Advus Financial Partners, LLC
927$385.7K0.1%ETFLowWinter Park, FL2026-10-20
Root Financial Partners, LLC
921$383.3K0.0%ETFMediumEncinitas, CA2026-10-21
Sherman Wealth Management LLC
914$380.2K0.3%ETFLowGaithersburg, MD2026-10-16
Columbia Bank
913$379.9K0.1%GrowthLowLake Oswego, OR2026-10-29
55 North Private Wealth, LLC
913$379.8K0.1%ETFLowWinter Park, FL2026-10-20
Valley Forge Investment Consultants Inc ADV
903$375.8K0.1%ETFVery LowAudubon, PA2026-11-03
Uptick Partners, LLC
902$375.2K0.1%ETFLowNacogdoches, TX2026-11-04
Beirne Wealth Consulting Services, LLC
902$375.8K0.1%ETFLowShelton, CT2026-10-19
Atlas Brown,Inc.
900$374.5K0.1%GrowthLowLouisville, KY2026-10-09
Adell Harriman & Carpenter Inc
893$371.6K0.0%GrowthVery LowHouston, TX2026-11-02
Inscription Capital, LLC
890$370.4K0.0%GARPMediumHouston, TX2026-11-02
Reynders McVeigh Capital Management, LLC
877$364.9K0.0%GrowthLowBoston, MA2026-10-30
Legacy Wealth Management, LLC / MS
875$364.1K0.1%GrowthLowRidgeland, MS2026-10-30
NBT Bank, N.A.
870$362.0K0.0%CoreLowNorwich, NY2026-10-21
MidAtlantic Capital Management, Inc.
869$361.6K0.2%ETFVery LowRichmond, VA2026-11-05
Sage Rhino Capital LLC
866$360.4K0.1%ETFLowMenlo Park, CA2026-10-28
Kelly Financial Services LLC
866$360.2K0.1%ETFMediumBraintree, MA2026-10-20
Lawood & Co
856$356.2K0.2%CoreLowWilliamsport, PA2026-10-09
Simplex Trading, LLC
850$353.7K0.0%CoreVery HighChicago, IL2026-11-04
Kanawha Capital Management LLC
849$353.3K0.0%CoreVery LowRichmond, VA2026-10-19
Arsenal Capital Advisors LLC
847$352.4K0.2%GrowthLowConshohocken, PA2026-11-02
Glass Jacobson Investment Advisors llc
842$350.4K0.1%ETFLowOwings Mills, MD2026-10-26
Y-Intercept (Hong Kong) Ltd
841$350.0K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Daymark Wealth Partners, LLC
839$349.1K0.0%CoreLowCincinnati, OH2026-11-04
RAM Investment Partners, LLC
836$347.9K0.1%ETFLowBellevue, WA2026-10-21
BAR Harbor Wealth Management
822$342.1K0.0%CoreLowConcord, NH2026-10-21
Greenhouse Wealth Management, LLC
819$340.8K0.2%ETFVery LowWestport, CT2026-10-20
BlueChip Wealth Advisors LLC
812$337.9K0.1%ETFMediumMilton, GA2026-11-03
Principle Wealth Partners LLC
812$337.9K0.0%CoreVery LowMadison, CT2026-11-02
Fulcrum Capital LLC
810$337.1K0.1%GrowthLowSeattle, WA2026-10-15
Abound Wealth Management
805$334.8K0.1%ETFVery LowFranklin, TN2026-10-26
Legacy Financial Group, Inc.
800$332.9K0.1%ETFLowTulsa, OK2026-10-21
Iowa State Bank
800$332.9K0.1%CoreLowUrbandale, IA2026-10-06
Wealth Effects LLC
797$331.7K0.1%GrowthLowBoston, MA2026-10-23
Isthmus Partners, LLC
795$330.8K0.0%ValueMediumMadison, WI2026-10-21
SmartHarvest Portfolios, LLC
793$330.0K0.1%GrowthLowSeattle, WA2026-10-26
Builder Investment Group Inc
793$330.0K0.1%GrowthVery LowAtlanta, GA2026-10-22
Stone Summit Wealth LLC
788$327.9K0.1%ETFLowMiami, FL2026-10-14
Symphony Financial, Ltd. Co.
782$325.3K0.0%GrowthLowHouston, TX2026-10-22
IPG Investment Advisors LLC
781$324.9K0.0%CoreMediumSan Diego, CA2026-10-30
Family Office Research LLC
777$323.5K0.1%ETFLowBethesda, MD2026-10-14
Victory Financial Group, LLC
768$319.6K0.0%ETFLowAustin, TX2026-10-27
Lewis Asset Management, LLC
767$319.2K0.1%GrowthLowLafayette, CA2026-10-14
Pacific Asset Management, LLC
759$316.0K0.2%ETFVery LowGig Harbor, WA2026-10-15
KDK Private Wealth Management, LLC
754$313.8K0.2%ETFVery LowHouston, TX2026-11-03
Unified Investment Management
753$313.3K0.3%CoreLowAtlanta, GA2026-10-14
Wealth Dimensions Group, Ltd.
750$312.2K0.1%ETFLowCincinnati, OH2026-11-02
Missouri Trust & Investment Co
750$312.1K0.1%CoreVery LowSpringfield, MO2026-11-04
Hegarty Advisors, LLC
749$311.7K0.2%ETFVery LowGarden City, NY2026-10-20
Polaris Financial Partners
748$3090.1%GrowthN/AWesterville, OH2026-10-02
Everhart Financial Group, Inc.
744$309.6K0.0%ETFLowDublin, OH2026-10-08
Tritonpoint Wealth, LLC
743$309.2K0.0%CoreLowChevy Chase, MD2026-10-19
Redhawk Wealth Advisors, Inc.
741$308.5K0.0%ETFHighMinneapolis, MN2026-10-14
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
738$307.4K0.0%ETFMediumWestlake, OH2026-10-14
Acorn Financial Advisory Services Inc
735$305.9K0.0%ETFMediumReston, VA2026-11-02
Rydar Equities, Inc.
724$307.3K0.2%CoreVery LowWeatherford, TX2026-10-13
McCarley & Cook Financial Planners
722$300.4K0.2%ETFLowCincinnati, OH2026-10-21
EPG Wealth Management LLC
720$299.6K0.1%GrowthLowAtlanta, GA2026-11-03
Accel Wealth Management
718$298.6K0.1%ETFLowWaverly, IA2026-10-13
GEM Asset Management, LLC
716$298.1K0.1%ETFLowPlymouth, MI2026-10-13
PDS Planning, Inc
715$297.7K0.0%IndexVery LowDublin, OH2026-11-03
CapWealth Advisors, LLC
713$296.7K0.0%CoreLowFranklin, TN2026-10-05
Cassaday & Co Wealth Management LLC
711$295.9K0.0%ETFVery LowMclean, VA2026-10-27
Aspect Partners, LLC
702$292.1K0.1%ETFMediumFairfax, VA2026-10-20
Quadcap Wealth Management, LLC
701$291.7K0.0%ETFLowFrisco, TX2026-11-02
Transcendent Capital Group LLC
697$290.1K0.1%ETFMediumEdmond, OK2026-10-28
626 Financial, LLC
691$287.5K0.1%CoreLowPortage, MI2026-11-04
Titleist Asset Management, LLC
689$286.6K0.0%ETFLowSan Antonio, TX2026-10-08
MTM Investment Management, LLC
688$286.3K0.1%CoreVery LowSpartanburg, SC2026-10-30
Bell Investment Advisors, Inc
686$285.5K0.0%ETFVery LowOrinda, CA2026-10-29
Timonier Family Office, Ltd.
685$285.0K0.1%ETFVery LowWinston Salem, NC2026-11-03
LongView Wealth Management
683$284.1K0.1%ETFLowAtlanta, GA2026-10-19
Summit Place Financial Advisors, LLC
682$283.8K0.1%CoreMediumSummit, NJ2026-10-23
New England Professional Planning Group Inc.
678$282.1K0.1%ETFVery LowWesterly, RI2026-10-29
LexAurum Advisors, LLC
671$279.2K0.0%ETFLowOverland Park, KS2026-10-19
Bigelow Investment Advisors, LLC
670$278.8K0.1%ETFLowPortland, ME2026-10-13
Bond & Devick Financial Network, Inc.
663$275.9K0.1%ETFVery LowSt. Louis Park, MN2026-10-23
RFG - Bristol Wealth Advisors, LLC
656$273.0K0.1%ETFLowTaunton, MA2026-10-09
Beverly Hills Private Wealth, LLC
655$272.6K0.0%ValueMediumBeverly Hills, CA2026-11-04
Elevation Point Wealth Partners, LLC
655$272.5K0.0%CoreHighDenver, CO2026-11-05
Vicus Capital
654$272.2K0.0%ETFMediumState College, PA2026-11-05
Thrive Wealth Management, LLC
653$271.7K0.0%ETFVery LowAudubon, PA2026-10-13
Pflug Koory, LLC
652$271.3K0.1%CoreVery LowOmaha, NE2026-10-26
Integral Investment Advisors, Inc.
652$271.3K0.1%ETFVery LowTurlock, CA2026-11-03
Gainline Financial Partners, LLC
642$267.2K0.2%ETFN/ALouisville, CO2026-10-15
Absolute Capital Management, LLC
638$265.5K0.1%ETFMediumPittsburgh, PA2026-10-16
Trek Financial, LLC
635$264.2K0.0%ETFHighScottsdale, AZ2026-10-29
International Assets Investment Management, LLC
632$263.5K0.0%CoreVery HighOrlando, FL2026-11-02
Schaeffer Financial LLC
629$261.7K0.2%ETFLowRockville, MD2026-10-23
AGH Wealth Advisors, LLC
625$260.1K0.2%GrowthLowWichita, KS2026-10-26
New Capital Management LP
622$258.8K0.1%ETFVery LowHouston, TX2026-10-29
Latitude Advisors, LLC
621$258.5K0.1%ETFLowYorkville, IL2026-10-27
Calamos Advisors LLC
618$257.2K0.0%GrowthMediumNaperville, IL2026-11-02
Tucker Asset Management LLC
613$255.1K0.1%ETFMediumLittleton, CO2026-10-29
Howland Capital Management LLC
609$253.4K0.0%CoreLowBoston, MA2026-10-22
First Affirmative Financial Network
609$253.4K0.1%CoreN/AColorado Springs, CO2026-10-21
Hobart Private Capital, LLC
607$252.6K0.0%ETFMediumCharlotte, NC2026-10-19
Lanark Financial, Inc.
603$250.9K0.0%CoreMediumBirmingham, AL2026-10-26
Mindset Wealth Management, LLC
600$249.7K0.0%Agg GrowthVery LowIndianapolis, IN2026-10-19
Freedom Day Solutions, LLC
600$249.7K0.1%CoreLowHouston, TX2026-10-20
Murphy Pohlad Asset Management LLC
600$249.7K0.1%ValueLowEden Prairie, MN2026-10-22
Matrix Asset Advisors Inc
599$249.5K0.0%ValueLowWhite Plains, NY2026-10-13
Windsor Capital Management, LLC
593$246.8K0.1%ETFVery LowPhoenix, AZ2026-10-13
Autumn Glory Partners, LLC
591$245.9K0.1%CoreMediumDallas, TX2026-10-26
Williams Jones Wealth Management, Llc.
591$245.9K0.0%GrowthLowNew York, NY2026-11-05
Sterling Financial Planning, Inc.
589$245.1K0.1%ETFVery LowSparta, NJ2026-10-28
Vista Finance, LLC
588$244.7K0.1%ETFLowSt. Louis, MO2026-10-23
Horizon Wealth Management, LLC
584$243.1K0.0%ETFVery HighLa Grange, IL2026-11-02
Asset Advisors Investment Management, LLC
583$242.4K0.0%CoreLowAugusta, GA2026-10-19
Marin Bay Wealth Advisors, LLC
580$241.7K0.1%GrowthLowSan Anselmo, CA2026-10-28
Wernau Asset Management Inc.
580$241.4K0.1%CoreVery LowGloucester, MA2026-10-19
Foster Group, Inc.
580$241.4K0.0%ETFVery LowUrbandale, IA2026-10-13
Samalin Investment Counsel, LLC
580$241.2K0.1%YieldMediumChappaqua, NY2026-10-23
Shira Ridge Wealth Management
576$239.7K0.1%ETFLowLarkspur, CA2026-10-09
B.O.S.S. Retirement Advisors, LLC
576$239.8K0.1%ETFMediumLehi, UT2026-10-26
Tanglewood Wealth Management, Inc.
574$238.9K0.0%ETFMediumHouston, TX2026-10-23
Mountain Pacific Investment Advisers LLC
573$238.6K0.0%CoreVery LowBoise, ID2026-10-29
Galvin, Gaustad & Stein, LLC
572$238.0K0.0%CoreMediumScottsdale, AZ2026-10-08
PKS Advisory Services, LLC
572$234.3K0.0%ETFMediumAlbany, NY2026-10-26
Signature Wealth Management Partners, LLC
570$237.2K0.1%GrowthVery LowMontvale, NJ2026-10-21
Howard Capital Management, LLC
564$234.5K0.0%ETFHighAlpharetta, GA2026-10-16
Bennett Selby Investments LP
561$233.4K0.1%CoreVery LowFalmouth, ME2026-10-19
BridgePort Financial Solutions, LLC
560$233.0K0.1%ETFLowFairfield, IA2026-11-02
Brady Family Wealth, LLC
556$231.4K0.1%CoreVery LowSaint Louis, MO2026-11-02
Bison Wealth, LLC
555$236.0K0.0%GrowthMediumAtlanta, GA2026-10-13
RVW Wealth, LLC
555$230.8K0.0%ETFVery LowLos Angeles, CA2026-10-06
HFG Wealth Management, LLC
552$225.9K0.2%ETFLowThe Woodlands, TX2026-10-16
CWS Financial Advisors, LLC
550$229.0K0.1%ETFVery LowKalamazoo, MI2026-10-16
Blume Capital Management, Inc.
550$228.7K0.0%CoreMediumBerkeley, CA2026-10-26
Colorado Capital Management, Inc.
550$2290.0%ETFVery LowBoulder, CO2026-10-15
Jnba Financial Advisors
550$228.9K0.0%ETFMediumBloomington, MN2026-11-03
Independent Wealth Network Inc.
547$227.5K0.1%ETFMediumUrbandale, IA2026-10-19
SP Asset Management LLC
547$227.8K0.0%CoreVery LowCupertino, CA2026-11-05
Dorato Capital Management
545$231.2K0.2%ValueVery LowDenver, CO2026-10-08
InvesTrust
544$226.4K0.1%CoreLowOklahoma City, OK2026-10-14
Spectrum Asset Management, Inc. (NB )
541$225.1K0.1%CoreMediumNewport Beach, CA2026-10-19
Interchange Capital Partners, LLC
540$224.7K0.0%GrowthLowPittsburgh, PA2026-10-28
Beacon Capital Management, LLC
540$224.6K0.0%ETFMediumFranklin, TN2026-10-23
City State Bank
539$224.3K0.1%GrowthVery LowNorwalk, IA2026-10-20
Matisse Capital
537$223.5K0.1%ValueMediumPortland, OR2026-10-29
Argos Wealth Advisors, LLC
536$223.0K0.1%GrowthLowSacramento, CA2026-11-02
Private Trust Co NA
536$223.0K0.0%CoreLowCleveland, OH2026-10-20
Balefire, LLC
534$222.1K0.0%ETFMediumDallas, TX2026-10-09
Advocate Group LLC
533$221.8K0.0%YieldLowMinnetonka, MN2026-10-19
GW Henssler & Associates LTD
531$221.2K0.0%CoreMediumKennesaw, GA2026-10-26
Telos Capital Management, Inc.
524$218.1K0.0%CoreLowSan Diego, CA2026-11-02
National Wealth Management Group, LLC
523$217.6K0.1%ETFMediumCincinnati, OH2026-10-26
CoreCap Advisors, LLC
520$216.4K0.0%ETFMediumSouthfield, MI2026-10-08
LifeSteps Financial, Inc.
520$216.4K0.1%ETFLowClaremont, CA2026-10-15
Smart Wealth LLC
518$215.6K0.0%ETFHighOmaha, NE2026-11-04
ARQ Wealth Advisors, LLC
511$212.6K0.0%ETFLowScottsdale, AZ2026-10-29
Wealth Quarterback LLC
506$210.5K0.1%ETFMediumToms River, NJ2026-10-20
Gateway Investment Advisers LLC
505$210.1K0.0%GrowthLowCincinnati, OH2026-10-13
HighRoad Wealth Advisors, LLC
502$208.8K0.2%ETFLowCoos Bay, OR2026-10-14
Downshift Financial, LLC
502$208.9K0.1%ETFLowBoulder, CO2026-10-13
Ignite Planners, LLC
501$208.6K0.0%CoreLowSan Clemente, CA2026-10-14
Quantum Financial Advisors, LLC
500$208.1K0.0%ETFLowSanta Monica, CA2026-11-03
Trifecta Capital Advisors, LLC
500$208.1K0.0%Agg GrowthVery LowNorthbrook, IL2026-10-21
Donalies Financial Planning, LLC
500$208.1K0.2%ETFVery LowWashington, DC2026-10-19
Carmel Capital Partners, LLC
500$208.1K0.1%ValueMediumSan Diego, CA2026-11-03
Legacy Wealth Partners, LLC
499$207.8K0.0%ETFHighLakewood, CO2026-10-15
Aprio Wealth Management, LLC
497$206.8K0.0%ETFMediumAtlanta, GA2026-10-28
Investors Asset Management of Georgia Inc
494$205.6K0.1%GARPLowAtlanta, GA2026-10-20
Bailard, Inc.
494$205.9K0.0%GrowthMediumFoster City, CA2026-10-13
Affinity Capital Advisors, LLC
493$209.7K0.0%ETFLowBerkeley, CA2026-10-13
Coyle Financial Counsel LLC
491$204.3K0.0%ETFVery LowGlenview, IL2026-10-28
Kingsman Wealth Management, Inc.
487$202.7K0.1%MomentumMediumPensacola, FL2026-10-13
Financial Life Advisors
484$201.4K0.1%ETFLowSan Antonio, TX2026-10-14
Evolution Wealth Advisors, LLC
484$201.4K0.0%ETFLowAventura, FL2026-11-03
Foguth Wealth Management, Llc.
482$200.9K0.0%ETFHighBrighton, MI2026-10-19
Creative Capital Management Investments LLC
482$200.6K0.0%ETFLowSan Diego, CA2026-10-28
First Pacific Financial
480$199.7K0.0%ETFLowVancouver, WA2026-10-14
Signature Equity Partners, LLC
455$189.3K0.1%GrowthMediumColumbus, OH2026-10-29
Compass Financial Management LLC
442$183.9K0.0%CoreN/ATampa, FL2026-10-30
Westside Investment Management, Inc.
430$178.9K0.0%GrowthLowSanta Monica, CA2026-11-02
Tompkins Financial Corp
427$177.7K0.0%CoreLowIthaca, NY2026-10-05
Creative Financial Designs Inc
413$171.9K0.0%ETFMediumKokomo, IN2026-11-04
Armstrong Advisory Group, Inc
403$167.7K0.0%ETFHighNeedham, MA2026-10-09
SJS Investment Consulting Inc.
367$152.7K0.0%ETFVery LowSylvania, OH2026-10-26
Roxbury Financial LLC
360$149.8K0.1%CoreVery LowMount Arlington, NJ2026-10-01
Key Capital Management, Inc
322$134.0K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Provenance Wealth Advisors, LLC
314$130.5K0.0%ETFLowFort Lauderdale, FL2026-10-30
Foresight Capital Management Advisors, Inc.
300$124.8K0.1%CoreMediumSaline, MI2026-10-27
Salomon & Ludwin, LLC
290$120.7K0.0%ETFVery LowRichmond, VA2026-10-29
Pacific Center for Financial Services
286$119.0K0.0%ETFMediumDanville, CA2026-10-15
Kozak & Associates, Inc.
285$120.2K0.0%ETFLowHighlands Ranch, CO2026-10-29
Angeles Wealth Management, LLC
284$118.2K0.0%ETFLowSanta Monica, CA2026-10-26
Maryland Capital Advisors Inc.
261$108.6K0.0%ETFVery LowChester, MD2026-10-15
CX Institutional
257$1070.0%CoreMediumAuburn, IN2026-10-02
Hughes Financial Services, LLC
253$106.4K0.0%ETFLowHerndon, VA2026-10-30
Brown, Lisle Ings, Inc.
252$104.9K0.0%CoreVery LowProvidence, RI2026-10-16
Elyxium Wealth, LLC
246$102.4K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Trust Co of Toledo NA
238$99.0K0.0%GrowthVery LowHolland, OH2026-10-16
Golden State Wealth Management, LLC
231$96.4K0.0%ETFMediumSanta Ana, CA2026-11-02
Bay Harbor Wealth Management, LLC
212$88.2K0.0%ETFMediumHunt Valley, MD2026-11-03
Ascentis Wealth Management, LLC
211$87.8K0.0%Agg GrowthLowDallas, TX2026-11-03
Northstar Asset Management Co
200$84.5K0.0%CoreVery LowBlue Bell, PA2026-10-22
Washington Trust Advisors, Inc.
200$83.4K0.0%GrowthLowWellesley, MA2026-10-22
Silver Grove Financial Group, Inc.
200$83.2K0.0%CoreMediumOrchard Park, NY2026-11-05
SYM Financial Corp
178$73.9K0.0%ETFVery LowWinona Lake, IN2026-10-26
Valley National Advisers Inc
170$70.7K0.0%ETFLowBethlehem, PA2026-10-23
Horizons Wealth Management
170$70.7K0.0%ETFLowAsheville, NC2026-10-05
Caldwell Trust Co
168$69.9K0.0%GrowthLowVenice, FL2026-10-30
William Mack & Associates, Inc.
164$68.2K0.0%ETFLowTroy, MI2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
157$65.3K0.1%GrowthMediumIndianapolis, IN2026-10-14
Heritage Family Offices, LLP
157$65.3K0.0%GrowthHighScottsdale, AZ2026-11-02
Investors Research Corp
154$64.1K0.0%ETFLowAtlanta, GA2026-10-07
Chilton Capital Management LLC
145$60.3K0.0%GrowthMediumHouston, TX2026-10-28
Farmers & Merchants Trust Co of Chambersburg PA
145$600.0%GARPLowChambersburg, PA2026-10-14
Avion Wealth
130$54.0K0.1%ETFLowThe Woodlands, TX2026-11-04
RMG Wealth Management LLC
129$53.7K0.0%ETFVery HighPlatteville, WI2026-10-26
Networth Advisors, LLC
129$53.7K0.0%ETFMediumCanonsburg, PA2026-11-03
Cordgrass Capital Advisors, LLC
125$52.0K0.0%CoreLowRaleigh, NC2026-10-30
Kingdom Financial Group Llc.
123$51.2K0.0%ETFMediumPeoria, AZ2026-11-04
Mainstream Capital Management LLC
121$50.4K0.0%GrowthLowLos Angeles, CA2026-10-23
Eukles Asset Management
111$46.2K0.0%CoreLowCincinnati, OH2026-11-04
Farmers & Merchants Investments Inc
106$44.1K0.0%CoreVery LowLincoln, NE2026-10-22
Pension & Wealth Management Advisors, Inc.
99$41.3K0.0%ETFLowWaltham, MA2026-10-16
Cedar Mountain Advisors, LLC
92$38.3K0.0%ETFVery LowLake Oswego, OR2026-10-15
Schuylkill Financial LLC
91$37.9K0.0%ETFN/AWyomissing, PA2026-10-21
North Point Portfolio Managers Corp
91$37.9K0.0%GrowthLowOrange Village, OH2026-10-07
Barnes Dennig Private Wealth Management LLC
90$37.5K0.0%CoreLowCincinnati, OH2026-10-30
Wagner Wealth Management, LLC
89$37.0K0.0%ETFLowGreenville, SC2026-10-21
Montgomery Financial Services LLC
88$36.6K0.0%ETFN/AOcean City, MD2026-11-03
Advocate Investing Services LLC
83$34.5K0.0%ETFLowWoodbine, MD2026-10-26
Oakworth Capital, Inc.
83$34.5K0.0%ETFLowBirmingham, AL2026-10-26
DeDora Capital, Inc.
81$33.7K0.0%ETFVery LowNapa, CA2026-10-26
Redwood Park Advisors LLC
76$31.7K0.0%ETFVery LowRedwood City, CA2026-11-02
Quest 10 Wealth Builders, Inc.
75$31.2K0.0%ETFLowFuquay-Varina, VA2026-11-02
Reap Financial Group, LLC
75$31.1K0.0%ETFLowAustin, TX2026-11-02
Planning Strategies Inc.
73$30.4K0.0%ETFN/ALancaster, PA2026-10-02
Livelsberger Financial Advisory
72$30.0K0.2%YieldVery LowAshland, OH2026-10-28
Cape Investment Advisory, Inc.
71$29.5K0.0%ETFLowMcdonough, GA2026-10-13
Nfsg Corp
67$27.9K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Holos Integrated Wealth LLC
66$27.6K0.0%ETFLowKennett Square, PA2026-10-23
Atlantic Edge Private Wealth Management, LLC
65$27.0K0.0%CoreLowJacksonville, FL2026-10-20
Foster Dykema Cabot & Partners, LLC
64$26.6K0.0%GrowthLowWaltham, MA2026-10-30
SBI Securities Co., Ltd.
44$18.3K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Tradewinds Capital Management, LLC
40$16.6K0.0%ETFVery HighBellingham, WA2026-10-23
Hoey Investments, Inc
39$16.2K0.0%Agg GrowthLowCoatesville, PA2026-10-29
Mcdonald Partners LLC
36$15.0K0.0%CoreLowCleveland, OH2026-11-03
Smallwood Wealth Investment Management, LLC
30$12.8K0.0%ETFVery LowRed Bank, NJ2026-10-30
Steph & Co
30$12.5K0.0%ETFLowMarinette, WI2026-10-07
Beacon Investment Advisory Services, Inc.
27$11.2K0.0%GrowthLowMorristown, NJ2026-10-13
Piscataqua Savings Bank
25$10.4K0.0%CoreVery LowPortsmouth, NH2026-10-21
Elevation Wealth Partners, LLC
23$9.6K0.0%ETFLowWalnut Creek, CA2026-10-07
Davis Capital Management
21$8.7K0.0%CoreLowJacksonville, FL2026-10-08
Barrett & Company, Inc.
17$7.1K0.0%ETFLowProvidence, RI2026-10-22
Edgemoor Investment Advisors, Inc.
16$6.7K0.0%CoreVery LowBethesda, MD2026-11-03
Yankcom Partnership
16$6.7K0.0%CoreVery LowYankton, SD2026-10-15
Wilkerson Advisory Group LLC
16$6.7K0.0%ETFMediumColumbia, MO2026-10-20
Kentucky Trust Co
15$6.2K0.0%CoreVery LowDanville, KY2026-10-15
Alpine Bank Wealth Management
13$5.4K0.0%ETFHighGrand Junction, CO2026-10-16
Evermay Wealth Management LLC
12$5.0K0.0%ETFLowArlington, VA2026-11-05
Arlington Trust Co LLC
11$4.6K0.0%ETFMediumBirmingham, AL2026-10-20
GK Wealth Management LLC
10$4.2K0.0%GARPVery HighReno, NV2026-10-09
Bfsg, LLC
10$4.2K0.0%CoreLowIrvine, CA2026-10-30
Noble Wealth Management PBC
10$4.2K0.0%YieldMediumGreenwood Village, CO2026-10-01
Community Financial Services Group, LLC
9$3.8K0.0%GrowthLowNewport, VT2026-10-15
Mascoma Wealth Management LLC
8$3.3K0.0%ETFVery LowHanover, NH2026-10-23
Rosenberg Matthew Hamilton
6$2.5K0.0%ETFVery LowGrand Junction, CO2026-10-05
Evolution Wealth Management Inc.
4$1.7K0.0%ETFMediumFort Myers, FL2026-10-28
Decker Retirement Planning Inc.
2$8340.0%Agg GrowthVery HighLevi, UT2026-10-19
Ares Financial Consulting, LLC
1$4160.0%CoreLowCalabasas, CA2026-10-19