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Ishares Russell 2000 Value E (IWN)

CUSIP: 464287630 | NYSE | 2720 institutional holders

Quarters

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

D.A. Davidson & Co.1,289,398
1.5% of portfolio›$270.1M
Commonwealth Equity Services, LLC731,422
0.2% of portfolio›$153.2M
Cassaday & Co Wealth Management LLC653,168
2.4% of portfolio›$136.8M
Bailard, Inc.492,591
2.1% of portfolio›$103.2M
Badgley Phelps Wealth Managers, LLC402,223
1.5% of portfolio›$84.2M
Choreo, LLC246,684
0.5% of portfolio›$51.7M
Stephens Group Asset Management, LLC231,073
2.8% of portfolio›$48.4M
Allspring Global Investments Holdings, LLC188,771
0.1% of portfolio›$39.5M
Wealth Enhancement Advisory Services, LLC169,162
0.1% of portfolio›$35.7M
Waldron Private Wealth LLC153,351
1.1% of portfolio›$32.1M
Courier Capital LLC131,131
1.4% of portfolio›$27.5M
Modera Wealth Management, LLC128,998
0.3% of portfolio›$27.0M
WoodTrust Financial Corp127,265
0.0% of portfolio›$26.7K
Truist Financial Corp123,574
0.0% of portfolio›$25.9M
Powell Investment Advisors, LLC115,107
7.7% of portfolio›$24.1M
Citigroup Inc108,310
0.0% of portfolio›$22.7M
Creative Planning93,213
0.0% of portfolio›$19.5M
Aspiriant, LLC76,365
0.4% of portfolio›$16.0M
Leeward Investments, LLC - MA75,047
0.8% of portfolio›$15.7M
Hillcrest Wealth Advisors - NY, LLC71,297
5.3% of portfolio›$14.9M
LBJ Family Wealth Advisors, Ltd.59,728
6.4% of portfolio›$12.5K
Sonata Capital Group Inc59,682
4.0% of portfolio›$12.5M
First Horizon Corp57,881
0.5% of portfolio›$12.1M
Harbor Investment Advisory, LLC57,735
0.8% of portfolio›$12.1M
Keybank National Association57,192
0.0% of portfolio›$12.0M
HB Wealth Management, LLC55,980
0.1% of portfolio›$11.7M
Marion Wealth Management51,950
2.1% of portfolio›$10.9M
Corundum Group, Inc.51,848
2.9% of portfolio›$10.9M
Navigation Group, LLC51,068
2.1% of portfolio›$10.7M
Berkshire Money Management, Inc.50,747
0.9% of portfolio›$10.6M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)50,500
1.6% of portfolio›$10.6M
Kestra Advisory Services, LLC50,003
0.0% of portfolio›$10.5M
RTD Financial Advisors, Inc.49,047
1.1% of portfolio›$10.3M
Idaho Trust Co48,015
3.0% of portfolio›$10.1M
Sanders Morris Harris LLC47,871
1.3% of portfolio›$10.0M
Viewpoint Capital Management LLC46,443
4.5% of portfolio›$9.7M
Onyx Bridge Wealth Group LLC46,202
0.8% of portfolio›$9.7M
Wall Capital Group, Inc.38,321
6.6% of portfolio›$8.0M
United Asset Strategies, Inc.38,224
0.5% of portfolio›$8.0M
OFS Enterprise LLC37,967
2.1% of portfolio›$8.0M
LWM Advisors Inc37,856
6.0% of portfolio›$7.9M
Venture Visionary Partners LLC35,375
0.2% of portfolio›$7.4M
Brookstone Capital Management34,828
0.1% of portfolio›$7.3M
Stevens Capital Partners34,559
1.3% of portfolio›$7.2M
Foundation Wealth Management, LLC34,514
3.9% of portfolio›$7.2M
Investment Partners, Ltd.34,141
1.1% of portfolio›$7.2M
Titleist Asset Management, LLC33,959
0.5% of portfolio›$7.1M
Droms Strauss Advisors Inc33,654
1.6% of portfolio›$7.0M
XML Financial, LLC32,977
0.5% of portfolio›$6.9M
TD Waterhouse Canada Inc.32,161
0.0% of portfolio›$6.8M
Instrumental Wealth, LLC31,608
3.2% of portfolio›$6.6M
Blue Trust, Inc.31,153
0.1% of portfolio›$6.5M
Basso Capital Management, L.P.30,573
1.4% of portfolio›$6.4M
Brooklyn FI, LLC29,299
1.0% of portfolio›$6.4M
Mullaney, Keating & Wright, Inc.28,944
2.8% of portfolio›$6.1M
Financial Synergies Wealth Advisors, Inc.28,650
0.5% of portfolio›$6.0M
Avantax Planning Partners, Inc.28,558
0.2% of portfolio›$6.0M
InvesTrust28,066
2.4% of portfolio›$5.9M
Strategic Equity Management27,706
5.0% of portfolio›$5.8M
Fell Capital Management27,420
4.9% of portfolio›$5.7M
Lido Advisors, LLC26,805
0.0% of portfolio›$5.6M
Cambridge Investment Research Advisors, Inc.26,702
0.0% of portfolio›$5.6K
Noble Family Wealth, LLC25,608
1.0% of portfolio›$5.4M
Principal Financial Group Inc25,243
0.0% of portfolio›$5.3M
Whitegate Investment Counselors, Inc.24,651
1.5% of portfolio›$5.2M
City Holding Co24,535
0.6% of portfolio›$5.1M
Blueline Advisors LLC24,094
3.6% of portfolio›$5.0M
Wesbanco Bank Inc23,946
0.2% of portfolio›$5.0M
Parkside Financial Bank & Trust22,355
0.3% of portfolio›$4.7M
Bokf, NA21,968
0.1% of portfolio›$4.6M
Farther Finance Advisors, LLC21,628
0.0% of portfolio›$4.5M
Bare Financial Services, Inc21,158
1.0% of portfolio›$4.4M
Atlas Brown,Inc.19,940
1.1% of portfolio›$4.2M
Sterling Capital Management LLC19,408
0.1% of portfolio›$4.1M
Northwest Wealth Management, LLC19,333
0.5% of portfolio›$4.0M
Summit Wealth Group LLC / Co18,893
0.3% of portfolio›$4.0M
Prosperity Planning, Inc.17,655
0.8% of portfolio›$3.7M
Kestra Private Wealth Services, LLC17,216
0.0% of portfolio›$3.6M
Midwest Professional Planners, Ltd.16,800
0.7% of portfolio›$3.5M
GHP Investment Advisors, Inc.16,679
0.1% of portfolio›$3.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management16,492
0.0% of portfolio›$3.5M
Foundation Wealth Management, Llc\pa16,212
1.1% of portfolio›$3.4M
Ticino Wealth16,079
1.0% of portfolio›$3.4M
Finley Financial, LLC15,450
1.3% of portfolio›$3.3M
Visionary Wealth Advisors15,323
0.1% of portfolio›$3.2M
Alamar Capital Management, LLC14,656
1.6% of portfolio›$3.1M
Kelsey Financial, LLC14,595
2.4% of portfolio›$3.1M
Midwest Trust Co14,348
0.0% of portfolio›$3.0M
Klingman & Associates, LLC14,297
0.1% of portfolio›$3.0M
Summa Corp.14,113
0.6% of portfolio›$3.0M
Greenspring Advisors, LLC13,412
0.1% of portfolio›$2.8M
WealthPlan Investment Management, LLC13,274
0.1% of portfolio›$2.8M
LMG Wealth Partners, LLC13,166
0.4% of portfolio›$2.8M
Penobscot Investment Management Company, Inc.12,859
0.2% of portfolio›$2.7M
Fifth Third Securities, Inc.12,848
0.1% of portfolio›$2.7M
Washington Trust Bank12,786
0.2% of portfolio›$2.7M
Parallel Advisors, LLC12,637
0.0% of portfolio›$2.6M
Regions Financial Corp12,464
0.0% of portfolio›$2.6M
Oppenheimer & Co Inc12,299
0.0% of portfolio›$2.6M
Apella Capital, LLC12,209
0.0% of portfolio›$2.6M
Towerpoint Wealth, LLC12,038
0.9% of portfolio›$2.5M
Grimes & Co Wealth Management, LLC11,977
0.1% of portfolio›$2.5M
J2 Capital Management Inc11,955
1.6% of portfolio›$2.5M
MB, Levis & Associates, LLC11,934
0.9% of portfolio›$2.5M
Wealth Architects, LLC11,907
0.2% of portfolio›$2.5M
Farmers & Merchants Investments Inc11,887
0.1% of portfolio›$2.5M
Eukles Asset Management11,325
0.9% of portfolio›$2.4M
SAX Wealth Advisors, LLC11,307
0.1% of portfolio›$2.4M
Facet Wealth, Inc.11,057
0.0% of portfolio›$2.3M
Murphy, Middleton, Hinkle & Parker, Inc.11,052
0.9% of portfolio›$2.3M
Wilmington Savings Fund Society, FSB10,888
0.1% of portfolio›$2.3M
Park Avenue Securities LLC10,556
0.0% of portfolio›$2.2K
SkyOak Wealth, LLC10,402
0.4% of portfolio›$2.2M
Wealth Advisory Solutions, LLC10,326
0.4% of portfolio›$2.2M
Squire Investment Management Company, LLC10,231
0.5% of portfolio›$2.1M
Quadrant Capital Group LLC10,056
0.1% of portfolio›$2.1M
Weinberger Asset Management, Inc9,388
0.6% of portfolio›$2.0M
First Citizens Bank & Trust Co9,333
0.0% of portfolio›$2.0M
Shakespeare Wealth Management, LLC9,307
0.4% of portfolio›$1.9M
Legacy Bridge, LLC9,285
0.6% of portfolio›$1.9M
Diversify Wealth Management, LLC9,209
0.0% of portfolio›$1.9M
Diversify Advisory Services, LLC9,209
0.0% of portfolio›$1.9M
Cornerstone Wealth Management, LLC9,101
0.1% of portfolio›$1.9M
Wealth Dimensions Group, Ltd.8,964
0.3% of portfolio›$1.9M
Relyea Zuckerberg Hanson LLC8,957
0.2% of portfolio›$1.9M
SilverOak Wealth Management LLC8,859
0.2% of portfolio›$1.9M
IFP Advisors, Inc8,751
0.0% of portfolio›$1.8M
Graves Light Lenhart Wealth, Inc.8,673
0.2% of portfolio›$1.8M
St. Louis Trust Co8,485
0.2% of portfolio›$1.8M
MV Capital Management, Inc.8,466
0.2% of portfolio›$1.8M
Luts & Greenleigh Group, Inc.8,396
1.3% of portfolio›$1.8M
Wealthcare Advisory Partners LLC8,312
0.0% of portfolio›$1.7M
Stordahl Capital Management, Inc.8,190
0.3% of portfolio›$1.7M
626 Financial, LLC8,156
0.7% of portfolio›$1.7M
OpenArc Corporate Advisory, LLC7,813
0.0% of portfolio›$1.6M
Retirement Planning Group, LLC7,793
0.0% of portfolio›$1.6M
Meridian Wealth Management, LLC7,770
0.0% of portfolio›$1.6M
Frederick Financial Consultants, LLC7,703
0.7% of portfolio›$1.6M
Saxon Interests, Inc.7,702
0.6% of portfolio›$1.6M
Veery Capital, LLC7,373
0.4% of portfolio›$1.5M
Concurrent Investment Advisors, LLC7,269
0.0% of portfolio›$1.5M
PDS Planning, Inc7,144
0.1% of portfolio›$1.5M
Pittenger & Anderson Inc7,125
0.1% of portfolio›$1.5M
Bryn Mawr Trust Advisors, LLC7,058
0.1% of portfolio›$1.5M
Valeo Financial Advisors, LLC7,029
0.0% of portfolio›$1.5M
Rodgers & Associates, LTD7,021
0.1% of portfolio›$1.5M
Clear Creek Financial Management, LLC6,874
0.1% of portfolio›$1.4M
Aletheian Wealth Advisors LLC6,805
0.6% of portfolio›$1.4M
Cornerstone Wealth Advisors, Inc.6,756
0.3% of portfolio›$1.4M
Harbour Capital Advisors, LLC6,755
0.3% of portfolio›$1.4M
Assetmark, Inc6,623
0.0% of portfolio›$1.4M
Vise Technologies, Inc.6,574
0.0% of portfolio›$1.4M
Lmcg Investments, LLC6,305
0.1% of portfolio›$1.3M
Altiora Financial Group, LLC6,253
0.2% of portfolio›$1.3M
Fifth Third Wealth Advisors LLC6,233
0.0% of portfolio›$1.3M
VestGen Advisors, LLC6,193
0.0% of portfolio›$1.3M
Allstreet Capital Advisors LLC6,142
0.8% of portfolio›$1.3M
Crescent Grove Advisors, LLC6,084
0.1% of portfolio›$1.3M
Evanson Financial, LLC6,061
0.1% of portfolio›$1.3M
First Bancorp, Inc6,000
0.5% of portfolio›$1.3M
Cullen T Bankers, Inc.5,941
0.0% of portfolio›$1.2M
Blue Bell Private Wealth Management, LLC5,900
0.1% of portfolio›$1.2M
Grey Fox Wealth Advisors, LLC5,813
0.2% of portfolio›$1.2M
Equitable Trust Co5,807
0.1% of portfolio›$1.2M
Founders Financial Securities LLC5,798
0.1% of portfolio›$1.2M
Bright Futures Wealth Management, Llc.5,751
0.8% of portfolio›$1.2M
Highland Capital Management, LLC5,716
0.1% of portfolio›$1.2M
Carnegie Investment Counsel5,647
0.0% of portfolio›$1.2M
Ashton Thomas Private Wealth, LLC5,611
0.0% of portfolio›$1.2M
McAdam, LLC5,442
0.0% of portfolio›$1.1M
E&G Advisors, LLC5,409
0.2% of portfolio›$1.1M
James Investment Research, Inc.5,393
0.1% of portfolio›$1.1M
Affinity Capital Advisors, LLC5,332
0.1% of portfolio›$1.1M
Loring Wolcott & Coolidge Fiduciary Advisors LLP5,328
0.0% of portfolio›$1.1M
Integrated Advisors Network LLC5,318
0.1% of portfolio›$1.1M
Financial Guidance Group, Inc.5,304
0.4% of portfolio›$1.1M
MassMutual Private Wealth & Trust, FSB5,298
0.0% of portfolio›$1.1M
North Star Investment Management Corp.5,274
0.1% of portfolio›$1.1M
Culbertson A N & Co Inc5,151
0.1% of portfolio›$1.1M
BIP Wealth, LLC5,046
0.0% of portfolio›$1.1M
Davidson Trust Co4,999
0.4% of portfolio›$1.0M
Laurel OAK Wealth Management, LLC4,950
0.1% of portfolio›$1.0M
Brighton Jones LLC4,925
0.0% of portfolio›$1.0M
Retirement Investment Advisors, Inc.4,909
0.1% of portfolio›$1.0M
Wedmont Private Capital4,880
0.0% of portfolio›$1.0M
MMA Asset Management LLC4,856
0.3% of portfolio›$1.0M
Gables Capital Management Inc.4,851
0.4% of portfolio›$1.0M
Vaughan & Co Securities, Inc.4,822
0.5% of portfolio›$1.0M
ARK & TLK Investments, LLC4,804
0.2% of portfolio›$1.0M
Diversified Investment Strategies, LLC4,732
0.6% of portfolio›$991.1K
Pinnacle Associates LTD4,722
0.0% of portfolio›$988.9K
Opus Capital Group, LLC4,694
0.0% of portfolio›$983
RF&L Wealth Management, LLC4,640
0.7% of portfolio›$971.8K
Citizens Financial Group Inc4,626
0.0% of portfolio›$969.0K
First Business Financial Services, Inc.4,604
0.1% of portfolio›$964.3K
Guidance Point Advisors, LLC4,589
0.2% of portfolio›$962.2K
Lanark Financial, Inc.4,571
0.1% of portfolio›$957.5K
Center for Financial Planning, Inc.4,425
0.1% of portfolio›$926.8K
Firestone Capital Management4,422
0.2% of portfolio›$926.2K
CFG Wealth Management Services, Inc.4,399
0.8% of portfolio›$926.2K
Bricktown Capital, LLC4,386
0.2% of portfolio›$918.6K
Daymark Wealth Partners, LLC4,321
0.0% of portfolio›$905.0K
Garde Capital, Inc.4,256
0.0% of portfolio›$891.4K
Chemung Canal Trust Co4,242
0.2% of portfolio›$888.5K
Atria Investments, Inc4,185
0.0% of portfolio›$876.6K
Moneywise, Inc.4,159
0.8% of portfolio›$871.0K
Chicago Partners Investment Group LLC4,118
0.0% of portfolio›$877.1K
Private Trust Co NA4,114
0.1% of portfolio›$861.6K
Harbor Capital Advisors, Inc.4,066
0.0% of portfolio›$852
Prospera Financial Services Inc4,032
0.0% of portfolio›$865.7K
Connecticut Wealth Management, LLC4,018
0.0% of portfolio›$841.6K
Aprio Wealth Management, LLC4,005
0.0% of portfolio›$838.9K
Cornerstone Wealth Group, LLC3,969
0.0% of portfolio›$831.3K
Kaufman Rossin Wealth, LLC3,961
0.3% of portfolio›$829.6K
Arista Wealth Management, LLC3,956
0.1% of portfolio›$828.6K
Blake Schutter Theil Wealth Advisors, LLC3,930
0.6% of portfolio›$823.0K
Global View Capital Management LLC3,897
0.2% of portfolio›$816.2K
Eagle Strategies LLC3,895
0.1% of portfolio›$815.9K
Elevation Wealth Partners, LLC3,895
0.2% of portfolio›$815.7K
Trust Co of Vermont3,873
0.0% of portfolio›$811.2K
DWR Wealth Management, LLC3,862
0.6% of portfolio›$814.8K
Heck Capital Advisors, LLC3,765
0.0% of portfolio›$788.6K
Brown Wealth Management, LLC3,764
0.2% of portfolio›$788.4K
Welch & Forbes LLC3,742
0.0% of portfolio›$783.8K
Stegner Investment Associates Inc.3,681
0.4% of portfolio›$771.0K
Ascent Group, LLC3,641
0.0% of portfolio›$762.5K
Avior Wealth Management, LLC3,584
0.0% of portfolio›$750.6K
Investmark Advisory Group LLC3,567
0.2% of portfolio›$747.4K
Magnus Financial Group LLC3,525
0.0% of portfolio›$738.4K
Townsend Asset Management Corp3,522
0.2% of portfolio›$737.6K
Chicago Capital, LLC3,511
0.0% of portfolio›$735.4K
Foster Group, Inc.3,486
0.0% of portfolio›$730.2K
JFS Wealth Advisors, LLC3,479
0.0% of portfolio›$728.7K
Diversified Portfolios, Inc.3,470
0.0% of portfolio›$726.7K
Perigon Wealth Management, LLC3,446
0.0% of portfolio›$721.8K
Gamma Investing LLC3,403
0.0% of portfolio›$712.8K
Mather Group, Llc.3,380
0.0% of portfolio›$707.9K
Sigma Planning Corp3,380
0.0% of portfolio›$705.1K
Davenport & Co LLC3,355
0.0% of portfolio›$702.8K
Cedar Mountain Advisors, LLC3,330
0.1% of portfolio›$697.4K
Smithbridge Asset Management Inc3,266
0.1% of portfolio›$684.1K
Apollon Wealth Management, LLC3,252
0.0% of portfolio›$681.2K
Integrity Alliance, Llc.3,245
0.0% of portfolio›$679.7K
Smith Thornton Advisors LLC3,225
0.3% of portfolio›$675.5K
Fiduciary Financial Group, LLC3,224
0.1% of portfolio›$675.3K
Forum Financial Management, LP3,204
0.0% of portfolio›$671.0K
Friday Financial3,178
0.1% of portfolio›$669.1K
KDK Private Wealth Management, LLC3,157
0.5% of portfolio›$661.2K
Legacy Advisors, LLC3,123
0.1% of portfolio›$654.1K
Ullmann Wealth Partners Group, LLC3,081
0.1% of portfolio›$645.3K
Sage Capital Management, LLC3,033
0.2% of portfolio›$636.2K
True North Advisors, LLC3,029
0.0% of portfolio›$634.4K
Embree Financial Group3,029
0.1% of portfolio›$634.4K
Riverbend Wealth Management, LLC3,000
0.3% of portfolio›$628.4K
Keudell ison Wealth Management3,000
0.1% of portfolio›$628.4K
Accurate Wealth Management, LLC2,990
0.1% of portfolio›$630.9K
Caldwell Trust Co2,987
0.0% of portfolio›$625.6K
Key FInancial Inc2,966
0.1% of portfolio›$621.2K
TD Private Client Wealth LLC2,937
0.0% of portfolio›$615.2K
Maltin Wealth Management, Inc.2,921
0.2% of portfolio›$611.7K
Krilogy Financial LLC2,898
0.0% of portfolio›$611.8K
Canandaigua National Bank & Trust Co2,896
0.1% of portfolio›$606.6K
Signature Estate & Investment Advisors LLC2,886
0.0% of portfolio›$604.5K
Fulton Breakefield Broenniman LLC2,885
0.0% of portfolio›$604.3K
Steel Grove Capital Advisors, LLC2,884
0.1% of portfolio›$604.1K
Cahaba Wealth Management, Inc.2,883
0.0% of portfolio›$603.8K
Yardley Wealth Management LLC2,866
0.3% of portfolio›$600.3K
American State Bank (Iowa)2,859
0.2% of portfolio›$598.8K
St. Clair Advisors, LLC2,856
0.1% of portfolio›$598.2K
Kingswood Wealth Advisors, LLC2,848
0.0% of portfolio›$596.6K
Curtis Advisory Group, LLC2,815
0.1% of portfolio›$589.6K
Shaker Investments LLC2,800
0.2% of portfolio›$586.5K
McKinley Carter Wealth Services, Inc.2,779
0.0% of portfolio›$582.1K
Financial Solutions Advisory Group, Inc.2,750
0.1% of portfolio›$574.1K
Creekside Partners2,750
0.2% of portfolio›$575.9K
HUB Investment Partners, LLC2,733
0.0% of portfolio›$572.4K
Total Clarity Wealth Management, Inc.2,677
0.1% of portfolio›$560.8K
Sage Financial Group Inc2,645
0.0% of portfolio›$554.0K
Procyon Advisors, LLC2,602
0.0% of portfolio›$545.0K
Brandywine OAK Private Wealth LLC2,600
0.0% of portfolio›$544.6K
Appleton Partners Inc2,587
0.0% of portfolio›$542
Versant Capital Management, Inc2,584
0.0% of portfolio›$541.3K
Oak Barrel Wealth Advisory LLC2,568
0.2% of portfolio›$537.9K
Mycio Wealth Partners, LLC2,559
0.1% of portfolio›$535.9K
Berkeley, Inc2,550
0.2% of portfolio›$534.0K
Fulton Bank, N.A.2,536
0.0% of portfolio›$531.2K
Mission Wealth Management, LP2,518
0.0% of portfolio›$527.4K
Evermay Wealth Management LLC2,492
0.1% of portfolio›$522.0K
Trust Point Inc.2,472
0.0% of portfolio›$517.8K
Paulson Wealth Management Inc.2,467
0.1% of portfolio›$516.7K
Strategic Blueprint, LLC2,462
0.0% of portfolio›$515.8K
NBT Bank, N.A.2,462
0.0% of portfolio›$515.7K
Emergent Wealth Advisors, LLC2,420
0.3% of portfolio›$506.9K
Focus Financial Network, Inc.2,392
0.0% of portfolio›$501.1K
Verus Capital Partners, LLC2,388
0.0% of portfolio›$500.1K
Cornell Pochily Investment Advisors, Inc.2,359
0.1% of portfolio›$494.1K
Sagespring Wealth Partners, LLC2,339
0.0% of portfolio›$489.9K
Diversified Enterprises, LLC2,318
0.0% of portfolio›$485.5K
Triad Wealth Partners, LLC2,288
0.0% of portfolio›$479.2K
Invested Advisors2,281
0.4% of portfolio›$477.8K
CJM Wealth Advisers, Ltd.2,279
0.1% of portfolio›$477.4K
American National Bank & Trust2,260
0.0% of portfolio›$473.4K
Patten & Patten Inc2,255
0.0% of portfolio›$472.3K
Valley Forge Investment Consultants Inc ADV2,249
0.1% of portfolio›$471.2K
Tassel Capital Management, Inc.2,234
0.2% of portfolio›$467.9K
Pettinga Financial Advisors LLC2,232
0.1% of portfolio›$467.5K
Sapient Capital LLC2,229
0.0% of portfolio›$466.9K
Paragon Capital Management Ltd2,224
0.1% of portfolio›$465.8K
Strategic Family Wealth Counselors, L.L.C.2,166
0.1% of portfolio›$453.7K
Old National Bancorp2,121
0.0% of portfolio›$444.2K
Optimist Retirement Group LLC2,108
0.2% of portfolio›$441.5K
Crestwood Advisors Group, LLC2,106
0.0% of portfolio›$441.1K
Robertson Stephens Wealth Management, LLC2,065
0.0% of portfolio›$432.5K
Builder Investment Group Inc2,062
0.1% of portfolio›$431.9K
Amarillo National Bank2,051
0.1% of portfolio›$429.6K
BridgePort Financial Solutions, LLC2,028
0.1% of portfolio›$424.8K
Well Done, LLC2,027
0.1% of portfolio›$424.5K
Allen Investment Management, LLC2,017
0.0% of portfolio›$422.5K
Baxter Bros Inc2,000
0.0% of portfolio›$418.9K
Skyline Advisors, Inc.1,976
0.1% of portfolio›$413.8K
Navigation Wealth Management, Inc.1,955
0.6% of portfolio›$412.7K
W Advisors, LLC1,950
0.2% of portfolio›$408.4K
McMill Wealth Management1,948
0.1% of portfolio›$408.1K
Angeles Wealth Management, LLC1,941
0.0% of portfolio›$406.5K
Premier Path Wealth Partners, LLC1,940
0.0% of portfolio›$406.4K
Rossmore Private Capital1,897
0.0% of portfolio›$397.3K
Plante Moran Financial Advisors, LLC1,894
0.0% of portfolio›$396.7K
Chapin Davis, Inc.1,851
0.1% of portfolio›$387.7K
AdvisorNet Financial, Inc1,840
0.0% of portfolio›$382.2K
MGO One Seven LLC1,818
0.0% of portfolio›$380.7K
Aurelius Family Office LLC1,805
0.2% of portfolio›$378.1K
Capital Square, LLC1,790
0.2% of portfolio›$374.9K
First Nebraska Trust Co1,774
0.0% of portfolio›$371.6K
Simplex Trading, LLC1,772
0.0% of portfolio›$371.1K
Matrix Asset Advisors Inc1,765
0.0% of portfolio›$369.7K
Moisand Fitzgerald Tamayo, LLC1,757
0.0% of portfolio›$368.0K
StoneX Group Inc.1,753
0.0% of portfolio›$367.2K
Oath Planning, LLC1,751
0.2% of portfolio›$366.7K
Wedgewood Investors Inc1,721
0.4% of portfolio›$360.5K
Leo Wealth, LLC1,716
0.1% of portfolio›$359.5K
Steph & Co1,708
0.1% of portfolio›$357.7K
EverSource Wealth Advisors, LLC1,706
0.0% of portfolio›$357.3K
Congress Asset Management Co1,698
0.0% of portfolio›$355.6K
New England Private Wealth Advisors LLC1,688
0.0% of portfolio›$353.6K
Wedbush Securities Inc1,670
0.0% of portfolio›$350
Spire Wealth Management1,666
0.0% of portfolio›$349.0K
DiNuzzo Private Wealth, Inc.1,665
0.0% of portfolio›$348.6K
LexAurum Advisors, LLC1,664
0.0% of portfolio›$348.5K
Decision Investments, Inc1,628
0.3% of portfolio›$341.0K
Compass Ion Advisors, LLC1,614
0.0% of portfolio›$338.0K
Foresight Capital Management Advisors, Inc.1,590
0.2% of portfolio›$333.0K
Granite Islands Private Wealth, LLC1,589
0.2% of portfolio›$332.9K
Independence Bank of Kentucky1,585
0.0% of portfolio›$332.0K
Greenleaf Trust1,581
0.0% of portfolio›$331.1K
Tctc Holdings, LLC1,574
0.0% of portfolio›$329.7K
Capital Investment Advisors, LLC1,569
0.0% of portfolio›$328.6K
Certified Advisory Corp1,545
0.0% of portfolio›$323.6K
McCarley & Cook Financial Planners1,543
0.2% of portfolio›$323.2K
Capital Advantage, Inc.1,525
0.0% of portfolio›$319.4K
Ellis Investment Partners, LLC1,522
0.0% of portfolio›$318.8K
Laurel Wealth Advisors LLC1,515
0.0% of portfolio›$317.4K
Elwood & Goetz Wealth Advisory Group, LLC1,507
0.0% of portfolio›$315.6K
Ocean Park Asset Management, LLC1,500
0.0% of portfolio›$314.2K
Exchange Traded Concepts, LLC1,500
0.0% of portfolio›$314.2K
Aufman Associates Inc1,500
0.1% of portfolio›$314.2K
Phillips Financial Management, LLC1,498
0.0% of portfolio›$313.8K
Oakworth Capital, Inc.1,496
0.0% of portfolio›$313.3K
Asset Dedication, LLC1,490
0.0% of portfolio›$312.1K
Agate Pass Investment Management, LLC1,488
0.1% of portfolio›$311.7K
Summit Financial Wealth Advisors, LLC1,484
0.0% of portfolio›$310.8K
Romano Brothers and Company1,478
0.0% of portfolio›$309.6K
Diversified Management Inc1,464
0.1% of portfolio›$306.6K
TCI Wealth Advisors, Inc.1,459
0.0% of portfolio›$305.5K
Meridian Financial Partners LLC1,446
0.1% of portfolio›$304.4K
Arnold Financial Planning LLC1,444
0.2% of portfolio›$302.4K
Kanawha Capital Management LLC1,441
0.0% of portfolio›$301.8K
Union Savings Bank1,440
0.1% of portfolio›$301.6K
Live Oak Private Wealth LLC1,438
0.0% of portfolio›$301.2K
Lionshead Wealth Management, LLC1,431
0.2% of portfolio›$299.9K
Chatham Capital Group, Inc.1,410
0.0% of portfolio›$295.3K
Smith Salley Wealth Management1,399
0.0% of portfolio›$293.0K
Pinnacle Wealth Planning Services, Inc.1,385
0.0% of portfolio›$290.1K
Clientfirst Wealth Management, LLC1,384
0.2% of portfolio›$289.9K
Hoxton Planning & Management, LLC1,383
0.1% of portfolio›$289.7K
Traveka Wealth, LLC1,374
0.1% of portfolio›$287.8K
Clearwave Capital, LLC1,367
0.2% of portfolio›$286.4K
Balefire, LLC1,353
0.0% of portfolio›$283.4K
Carlton Hofferkamp & Jenks Wealth Management, LLC1,352
0.1% of portfolio›$285.3K
Financial Management Network Inc1,348
0.0% of portfolio›$286.2K
Glass Jacobson Investment Advisors llc1,348
0.1% of portfolio›$282.3K
Shepherd Financial Partners LLC1,344
0.0% of portfolio›$281.5K
Clark Asset Management, LLC1,343
0.0% of portfolio›$281.4K
Avidian Wealth Enterprises, LLC1,318
0.0% of portfolio›$276.1K
Planned Solutions, Inc.1,302
0.1% of portfolio›$272.7K
Cypress Capital Group1,296
0.0% of portfolio›$271.4K
Roof Eidam Maycock Peralta, LLC1,283
0.1% of portfolio›$268.7K
Keystone Wealth Services, LLC1,276
0.0% of portfolio›$269.2K
Cannon Financial Strategists, Inc.1,265
0.0% of portfolio›$265.0K
S.A. Mason LLC1,263
0.1% of portfolio›$264.5K
Mlp3, LLC1,261
0.2% of portfolio›$264.1K
Clear Harbor Asset Management, LLC1,247
0.0% of portfolio›$261.2K
Rockland Trust Co1,239
0.0% of portfolio›$259.5K
1834 Investment Advisors Co1,235
0.0% of portfolio›$258.7K
Professional Advisory Services Inc1,232
0.0% of portfolio›$258
Rainier Family Wealth Inc1,229
0.1% of portfolio›$257.4K
M.E. Allison & Co., Inc.1,204
0.1% of portfolio›$252.3K
Sunpointe, LLC1,200
0.1% of portfolio›$251.3K
Canandaigua National Trust Co of Florida1,195
0.1% of portfolio›$250.3K
Associated Banc-Corp1,192
0.0% of portfolio›$249.7K
CGN Advisors LLC1,183
0.0% of portfolio›$247.8K
Matauro, LLC1,183
0.0% of portfolio›$247.8K
Genesee Capital Advisors, LLC1,170
0.1% of portfolio›$245.1K
Quadcap Wealth Management, LLC1,164
0.0% of portfolio›$243.8K
Patriot Investment Management Group, Inc.1,160
0.0% of portfolio›$243.0K
Sigma Investment Counselors Inc1,155
0.0% of portfolio›$241.9K
Blankinship & Foster, LLC1,153
0.0% of portfolio›$241.4K
Palisade Asset Management, LLC1,148
0.0% of portfolio›$240.4K
Oliver Luxxe Assets LLC1,131
0.0% of portfolio›$237.0K
Alexander Randolph Advisory, Inc.1,125
0.2% of portfolio›$235.6K
Cove Private Wealth, LLC1,111
0.0% of portfolio›$232.7K
Clayton Financial Group LLC1,106
0.1% of portfolio›$231.6K
McClarren Financial Advisors, Inc.1,104
0.1% of portfolio›$231.2K
MFG Investments, LLC1,103
0.2% of portfolio›$231.0K
Fortitude Family Office, LLC1,102
0.0% of portfolio›$230.8K
Cambridge Financial Group, LLC1,100
0.1% of portfolio›$243.3K
Schneider Downs Wealth Management Advisors, LP1,092
0.0% of portfolio›$228.7K
Verum Partners LLC1,090
0.0% of portfolio›$228.2K
Black Diamond Financial, LLC1,089
0.0% of portfolio›$228.1K
Indivisible Partners1,085
0.0% of portfolio›$227.3K
Sovran Advisors, LLC1,085
0.0% of portfolio›$235.3K
Wealth Enhancement Trust Services, Inc.1,074
0.0% of portfolio›$224.9K
CWC Advisors, Llc.1,074
0.1% of portfolio›$224.9K
Prime Capital Investment Advisors, LLC1,066
0.0% of portfolio›$223.3K
Kestra Investment Management, LLC1,046
0.0% of portfolio›$219.2K
International Assets Investment Management, LLC1,041
0.0% of portfolio›$219.1K
Sage Rhino Capital LLC1,035
0.0% of portfolio›$216.8K
Accel Wealth Management1,035
0.0% of portfolio›$216.9K
NWF Advisory Services Inc.1,027
0.0% of portfolio›$215.0K
Bison Wealth, LLC1,015
0.0% of portfolio›$214.2K
Independent Financial Group, LLC1,008
0.0% of portfolio›$211.2K
Washington Trust Co1,000
0.0% of portfolio›$209.5K
Waters Parkerson & Co., LLC1,000
0.0% of portfolio›$209.5K
Detalus Advisors, LLC1,000
0.0% of portfolio›$209.5K
Soltis Investment Advisors LLC986
0.0% of portfolio›$206.5K
Patriot Financial Group Insurance Agency, LLC982
0.0% of portfolio›$205.7K
IPG Investment Advisors LLC981
0.0% of portfolio›$205.5K
Csenge Advisory Group974
0.0% of portfolio›$204.0K
Robinson Smith Wealth Advisors LLC972
0.1% of portfolio›$203.6K
Cornerstone Planning Group LLC971
0.0% of portfolio›$204.8K
Westside Investment Management, Inc.965
0.0% of portfolio›$202.1K
Root Financial Partners, LLC958
0.0% of portfolio›$200.7K
Washington Trust Advisors, Inc.925
0.0% of portfolio›$193.7K
Sage Mountain Advisors LLC925
0.0% of portfolio›$193.7K
Signaturefd, LLC863
0.0% of portfolio›$180.8K
Cherry Tree Wealth Management, LLC842
0.0% of portfolio›$176.4K
Capital Investment Advisory Services, LLC789
0.0% of portfolio›$166.2K
J.Safra Asset Management Corp766
0.0% of portfolio›$160.5K
Thompson Investment Management, Inc.754
0.0% of portfolio›$157.9K
Grove Bank & Trust659
0.0% of portfolio›$138.0K
Navigoe, LLC659
0.1% of portfolio›$137.0K
Smallwood Wealth Investment Management, LLC658
0.1% of portfolio›$138.0K
Dorato Capital Management656
0.1% of portfolio›$137.8K
West Paces Advisors Inc.650
0.0% of portfolio›$136.1K
Flagship Wealth Advisors, LLC647
0.0% of portfolio›$135.5K
EPG Wealth Management LLC617
0.0% of portfolio›$129.2K
Eastern Bank606
0.0% of portfolio›$126.9K
Brown, Lisle Ings, Inc.605
0.0% of portfolio›$126.7K
Adkins Seale Capital Management LLC600
0.1% of portfolio›$125.7K
Ares Financial Consulting, LLC581
0.1% of portfolio›$121.7K
Creative Financial Designs Inc571
0.0% of portfolio›$119.6K
Certuity, LLC554
0.0% of portfolio›$116.0K
First United Bank & Trust540
0.0% of portfolio›$113.1K
Beacon Investment Advisory Services, Inc.538
0.0% of portfolio›$112.8K
City State Bank523
0.0% of portfolio›$109.5K
Edgemoor Investment Advisors, Inc.501
0.0% of portfolio›$104.9K
Manchester Capital Management LLC500
0.0% of portfolio›$104.7K
Downshift Financial, LLC490
0.0% of portfolio›$102.6K
3Chopt Investment Partners, LLC485
0.0% of portfolio›$101.6K
Main Street Group, LTD468
0.0% of portfolio›$98.1K
Community Financial Services Group, LLC464
0.0% of portfolio›$97.7K
Balentine LLC462
0.0% of portfolio›$96.8K
Atwood & Palmer Inc439
0.0% of portfolio›$91.9K
AlphaCore Capital LLC430
0.0% of portfolio›$90.1K
MilWealth Group LLC417
0.0% of portfolio›$87.4K
Key Capital Management, Inc410
0.0% of portfolio›$85.9K
Ascentis Independent Advisors397
0.0% of portfolio›$83.3K
Financial Perspectives, Inc396
0.0% of portfolio›$82.9K
Marquette Asset Management, LLC393
0.0% of portfolio›$82.3K
Dara Capital US, Inc.350
0.4% of portfolio›$73.9K
Capital Advisors, Ltd. LLC349
0.0% of portfolio›$73
Bangor Savings Bank337
0.0% of portfolio›$70.6K
Trust Co of Toledo NA326
0.0% of portfolio›$68.3K
Livelsberger Financial Advisory321
0.4% of portfolio›$67.2K
Hazlett, Burt & Watson, Inc.313
0.0% of portfolio›$66.0K
Pinnacle Bancorp, Inc.312
0.0% of portfolio›$65.3K
Madden Securities Corp299
0.0% of portfolio›$62.6K
Archer Investment Corp275
0.0% of portfolio›$57.6K
Roxbury Financial LLC275
0.0% of portfolio›$57.5K
Redwood Park Advisors LLC270
0.0% of portfolio›$56.6K
Private Wealth Management Group, LLC270
0.0% of portfolio›$56.6K
United Community Bank238
0.0% of portfolio›$49.8K
WPG Advisers, LLC236
0.0% of portfolio›$49.4K
Golden State Wealth Management, LLC235
0.0% of portfolio›$49.2K
Biltmore Family Office, LLC233
0.0% of portfolio›$48.8K
Murphy & Mullick Capital Management Corp216
0.0% of portfolio›$45.2K
Signature Equity Partners, LLC212
0.0% of portfolio›$44.4K
Bear Mountain Capital, Inc.205
0.0% of portfolio›$42.7K
Pflug Koory, LLC205
0.0% of portfolio›$42.9K
Insight Inv LLC200
0.0% of portfolio›$41.9K
Tompkins Financial Corp175
0.0% of portfolio›$36.7K
Birchbrook, Inc.170
0.0% of portfolio›$35.6K
Barrett & Company, Inc.159
0.0% of portfolio›$33.3K
Salomon & Ludwin, LLC159
0.0% of portfolio›$33.3K
Ashurst Perkins Coie Trust Co155
0.0% of portfolio›$32.5K
Hanson & Doremus Investment Management151
0.0% of portfolio›$32
DT Investment Partners, LLC150
0.0% of portfolio›$31.4K
UMB Private Wealth Management, LLC144
0.0% of portfolio›$30.2K
Pacifica Partners Inc.137
0.0% of portfolio›$28.8K
Evensky & Katz LLC136
0.0% of portfolio›$29
CoreCap Advisors, LLC132
0.0% of portfolio›$27.6K
Armor Investment Advisors, LLC130
0.0% of portfolio›$27.2K
KFG LLC130
0.0% of portfolio›$27.2K
Dhjj Financial Advisors, Ltd.126
0.0% of portfolio›$26.4K
TrinityBridge Ltd120
0.0% of portfolio›$25
Godsey & Gibb, Inc120
0.0% of portfolio›$25.1K
Birchwood Financial Partners, Inc.116
0.0% of portfolio›$24.4K
Farmers & Merchants Trust Co of Chambersburg PA106
0.0% of portfolio›$22
Abound Wealth Management103
0.0% of portfolio›$21.5K
American Capital Advisory, LLC100
0.0% of portfolio›$20.9K
Horizons Wealth Management100
0.0% of portfolio›$20.9K
Gen-Wealth Partners Inc91
0.0% of portfolio›$19.1K
Turtle Creek Wealth Advisors, LLC85
0.0% of portfolio›$17.8K
Kings Path Partners LLC85
0.0% of portfolio›$17.8K
Provenance Wealth Advisors, LLC81
0.0% of portfolio›$17.0K
Maseco LLP80
0.0% of portfolio›$16.8K
MH & Associates Securities Management Corp79
0.0% of portfolio›$16.5K
Morling Financial Advisors, LLC78
0.0% of portfolio›$16.3K
Wealth Analytics Partners, LLC76
0.0% of portfolio›$15.9K
Wolff Wiese Magana LLC72
0.0% of portfolio›$15.1K
Fairman Group, LLC72
0.0% of portfolio›$15.1K
Morton Brown Family Wealth, LLC70
0.0% of portfolio›$14.7K
Kroeger Financial Partners64
0.0% of portfolio›$13.4K
Valley Wealth Managers, Inc.63
0.0% of portfolio›$13.2K
Latitude Advisors, LLC59
0.0% of portfolio›$12.4K
NorthAvenue LLC56
0.0% of portfolio›$11.7K
Financial Consulate, Inc51
0.0% of portfolio›$10.7K
Richardson Capital Management LLC45
0.0% of portfolio›$9.4K
Comprehensive Financial Planning, Inc.44
0.0% of portfolio›$9.3K
Highline Wealth Partners LLC44
0.0% of portfolio›$9.3K
Richardson Financial Services Inc.44
0.0% of portfolio›$9.2K
Atlantic Edge Private Wealth Management, LLC42
0.0% of portfolio›$8.8K
Provident Wealth Management, LLC40
0.0% of portfolio›$8.4K
Signature Resources Capital Management, LLC37
0.0% of portfolio›$7.8K
Fiduciary Advisors, Inc.35
0.0% of portfolio›$7.3K
Thurston, Springer, Miller, Herd & Titak, Inc.35
0.0% of portfolio›$7.3K
IFS Advisors, LLC35
0.0% of portfolio›$7.4K
RMG Wealth Management LLC35
0.0% of portfolio›$7.5K
Breakwater Investment Management31
0.0% of portfolio›$6.5K
Noble Wealth Management PBC30
0.0% of portfolio›$6.3K
Mascoma Wealth Management LLC28
0.0% of portfolio›$5.9K
Burk Holdings LLC26
0.0% of portfolio›$5.4K
Hickory Point Bank & Trust22
0.0% of portfolio›$4.6K
Bradley & Co. Private Wealth Management, LLC19
0.0% of portfolio›$4.0K
GGM Financial LLC17
0.0% of portfolio›$3.7K
Compass Financial Management LLC15
0.0% of portfolio›$3.1K
DecisionPoint Financial, LLC12
0.0% of portfolio›$2.5K
Ascentis Wealth Management, LLC9
0.0% of portfolio›$1.9K
Maryland Capital Advisors Inc.7
0.0% of portfolio›$1.5K
Concord Wealth Partners5
0.0% of portfolio›$1.1K
Bell Investment Advisors, Inc4
0.0% of portfolio›$838
Nemes Rush Group LLC4
0.0% of portfolio›$838
Activest Wealth Management3
0.0% of portfolio›$628
SJS Investment Consulting Inc.3
0.0% of portfolio›$629
Trust Co2
0.0% of portfolio›$377
Tsfg, LLC2
0.0% of portfolio›$0
Silver Grove Financial Group, Inc.2
0.0% of portfolio›$419
Prudent Man Investment Management, Inc.1
0.0% of portfolio›$235
Spurstone Advisory Services, LLC1
0.0% of portfolio›$211
Quaker Wealth Management, LLC1
0.0% of portfolio›$210
Prairie Wealth Advisors, Inc.0
0.0% of portfolio›$224.9K
StyleTurnoverLocationFiled
D.A. Davidson & Co.
1,289,398$270.1M1.5%CoreLowGreat Falls, MT2026-10-28
Commonwealth Equity Services, LLC
731,422$153.2M0.2%ETFLowWaltham, MA2026-11-02
Cassaday & Co Wealth Management LLC
653,168$136.8M2.4%ETFVery LowMclean, VA2026-10-27
Bailard, Inc.
492,591$103.2M2.1%GrowthMediumFoster City, CA2026-10-13
Badgley Phelps Wealth Managers, LLC
402,223$84.2M1.5%GrowthVery LowSeattle, WA2026-10-22
Choreo, LLC
246,684$51.7M0.5%IndexLowRockford, IL2026-10-28
Stephens Group Asset Management, LLC
231,073$48.4M2.8%ETFVery LowLittle Rock, AR2026-10-09
Allspring Global Investments Holdings, LLC
188,771$39.5M0.1%CoreMediumCharlotte, NC2026-11-04
Wealth Enhancement Advisory Services, LLC
169,162$35.7M0.1%CoreLowPlymouth, MN2026-10-13
Waldron Private Wealth LLC
153,351$32.1M1.1%ETFVery LowBridgeville, PA2026-11-02
Courier Capital LLC
131,131$27.5M1.4%ETFLowBuffalo, NY2026-10-19
Modera Wealth Management, LLC
128,998$27.0M0.3%ETFVery LowWestwood, NJ2026-10-28
WoodTrust Financial Corp
127,265$26.7K0.0%CoreLowWisconsin Rapids, WI2026-10-09
Truist Financial Corp
123,574$25.9M0.0%CoreLowCharlotte, NC2026-10-30
Powell Investment Advisors, LLC
115,107$24.1M7.7%ETFVery LowMiami, FL2026-10-22
Citigroup Inc
108,310$22.7M0.0%CoreMediumNew York, NY2026-11-04
Creative Planning
93,213$19.5M0.0%IndexVery LowOverland Park, KS2026-11-02
Aspiriant, LLC
76,365$16.0M0.4%ETFVery LowLos Angeles, CA2026-10-16
Leeward Investments, LLC - MA
75,047$15.7M0.8%Deep ValueLowBoston, MA2026-10-23
Hillcrest Wealth Advisors - NY, LLC
71,297$14.9M5.3%ETFVery LowHazlet, NJ2026-10-22
LBJ Family Wealth Advisors, Ltd.
59,728$12.5K6.4%ETFVery LowAustin, TX2026-10-01
Sonata Capital Group Inc
59,682$12.5M4.0%ETFVery LowSeattle, WA2026-10-19
First Horizon Corp
57,881$12.1M0.5%CoreLowMemphis, TN2026-10-26
Harbor Investment Advisory, LLC
57,735$12.1M0.8%GrowthLowLutherville, MD2026-10-13
Keybank National Association
57,192$12.0M0.0%CoreLowBrooklyn, OH2026-11-04
HB Wealth Management, LLC
55,980$11.7M0.1%IndexVery LowAtlanta, GA2026-10-23
Marion Wealth Management
51,950$10.9M2.1%ETFVery LowMonroeville, PA2026-10-22
Corundum Group, Inc.
51,848$10.9M2.9%CoreLowColorado Springs, CO2026-10-28
Navigation Group, LLC
51,068$10.7M2.1%ETFVery LowRedwood City, CA2026-10-28
Berkshire Money Management, Inc.
50,747$10.6M0.9%ETFMediumDalton, MA2026-10-21
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
50,500$10.6M1.6%ETFMediumTel Aviv, Luxembourg2026-10-29
Kestra Advisory Services, LLC
50,003$10.5M0.0%CoreLowAustin, TX2026-11-02
RTD Financial Advisors, Inc.
49,047$10.3M1.1%ETFLowPhiladelphia, PA2026-10-09
Idaho Trust Co
48,015$10.1M3.0%ETFLowBoise, ID2026-11-04
Sanders Morris Harris LLC
47,871$10.0M1.3%GARPLowHouston, TX2026-10-14
Viewpoint Capital Management LLC
46,443$9.7M4.5%CoreVery LowSeattle, WA2026-10-27
Onyx Bridge Wealth Group LLC
46,202$9.7M0.8%ETFMediumTarrytown, NY2026-10-16
Wall Capital Group, Inc.
38,321$8.0M6.6%ETFHighPhoenix, AZ2026-10-14
United Asset Strategies, Inc.
38,224$8.0M0.5%GrowthLowGarden City, NY2026-10-28
OFS Enterprise LLC
37,967$8.0M2.1%ETFVery LowKearney, NE2026-10-16
LWM Advisors Inc
37,856$7.9M6.0%ETFLowEl Dorado Hills, CA2026-10-08
Venture Visionary Partners LLC
35,375$7.4M0.2%CoreLowSylvania, OH2026-10-07
Brookstone Capital Management
34,828$7.3M0.1%ETFMediumWheaton, IL2026-10-22
Stevens Capital Partners
34,559$7.2M1.3%ETFVery LowOmaha, NE2026-10-29
Foundation Wealth Management, LLC
34,514$7.2M3.9%ETFLowClayton, MO2026-10-22
Investment Partners, Ltd.
34,141$7.2M1.1%ETFVery LowNew Philadelphia, OH2026-10-29
Titleist Asset Management, LLC
33,959$7.1M0.5%ETFLowSan Antonio, TX2026-10-08
Droms Strauss Advisors Inc
33,654$7.0M1.6%ETFLowSt. Louis, MO2026-11-03
XML Financial, LLC
32,977$6.9M0.5%ETFLowBethesda, MD2026-10-29
TD Waterhouse Canada Inc.
32,161$6.8M0.0%CoreLowToronto, Australia2026-10-16
Instrumental Wealth, LLC
31,608$6.6M3.2%ETFLowTampa, FL2026-10-20
Blue Trust, Inc.
31,153$6.5M0.1%ETFLowBrentwood, TN2026-10-15
Basso Capital Management, L.P.
30,573$6.4M1.4%ETFMediumStamford, CT2026-10-30
Brooklyn FI, LLC
29,299$6.4M1.0%ETFVery LowNew York, NY2026-11-05
Mullaney, Keating & Wright, Inc.
28,944$6.1M2.8%GrowthVery LowMiddletown, CT2026-10-19
Financial Synergies Wealth Advisors, Inc.
28,650$6.0M0.5%ETFVery LowHouston, TX2026-10-16
Avantax Planning Partners, Inc.
28,558$6.0M0.2%ETFLowDubuque, IA2026-11-03
InvesTrust
28,066$5.9M2.4%CoreLowOklahoma City, OK2026-10-14
Strategic Equity Management
27,706$5.8M5.0%ETFHighTucson, AZ2026-11-04
Fell Capital Management
27,420$5.7M4.9%CoreLowNewport Beach, CA2026-10-09
Lido Advisors, LLC
26,805$5.6M0.0%GrowthLowLos Angeles, CA2026-11-04
Cambridge Investment Research Advisors, Inc.
26,702$5.6K0.0%ETFLowFairfield, IA2026-11-02
Noble Family Wealth, LLC
25,608$5.4M1.0%ETFVery LowClearwater, FL2026-10-26
Principal Financial Group Inc
25,243$5.3M0.0%CoreLowDes Moines, IA2026-11-02
Whitegate Investment Counselors, Inc.
24,651$5.2M1.5%ETFVery LowConcord, NH2026-11-02
City Holding Co
24,535$5.1M0.6%CoreLowCharleston, WV2026-10-19
Blueline Advisors LLC
24,094$5.0M3.6%ETFLowExeter, NH2026-10-15
Wesbanco Bank Inc
23,946$5.0M0.2%CoreLowWheeling, WV2026-11-04
Parkside Financial Bank & Trust
22,355$4.7M0.3%CoreVery LowSaint Louis, MO2026-10-27
Bokf, NA
21,968$4.6M0.1%CoreLowTulsa, OK2026-10-27
Farther Finance Advisors, LLC
21,628$4.5M0.0%IndexLowSan Francisco, CA2026-10-08
Bare Financial Services, Inc
21,158$4.4M1.0%ETFVery LowGap, PA2026-11-04
Atlas Brown,Inc.
19,940$4.2M1.1%GrowthLowLouisville, KY2026-10-09
Sterling Capital Management LLC
19,408$4.1M0.1%GARPMediumCharlotte, NC2026-10-22
Northwest Wealth Management, LLC
19,333$4.0M0.5%ETFLowSpencer, IA2026-10-30
Summit Wealth Group LLC / Co
18,893$4.0M0.3%ETFHighColorado Springs, CO2026-10-29
Prosperity Planning, Inc.
17,655$3.7M0.8%ETFVery LowNorth Kansas City, MO2026-10-09
Kestra Private Wealth Services, LLC
17,216$3.6M0.0%GrowthLowAustin, TX2026-10-30
Midwest Professional Planners, Ltd.
16,800$3.5M0.7%GrowthMediumWausau, WI2026-10-29
GHP Investment Advisors, Inc.
16,679$3.5M0.1%CoreVery LowDenver, CO2026-10-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
16,492$3.5M0.0%GrowthVery LowSeattle, WA2026-10-27
Foundation Wealth Management, Llc\pa
16,212$3.4M1.1%ETFLowMedia, PA2026-10-14
Ticino Wealth
16,079$3.4M1.0%GARPMediumMission Viejo, CA2026-10-13
Finley Financial, LLC
15,450$3.3M1.3%ETFVery LowLas Vegas, NV2026-10-28
Visionary Wealth Advisors
15,323$3.2M0.1%ETFLowO'Fallon, IL2026-11-04
Alamar Capital Management, LLC
14,656$3.1M1.6%GrowthMediumSanta Barbara, CA2026-11-02
Kelsey Financial, LLC
14,595$3.1M2.4%ETFLowMoorpark, CA2026-10-28
Midwest Trust Co
14,348$3.0M0.0%CoreLowOverland Park, KS2026-10-22
Klingman & Associates, LLC
14,297$3.0M0.1%ETFVery LowNew York, NY2026-10-20
Summa Corp.
14,113$3.0M0.6%Agg GrowthLowThe Woodlands, TX2026-10-30
Greenspring Advisors, LLC
13,412$2.8M0.1%ETFVery LowTowson, MD2026-11-05
WealthPlan Investment Management, LLC
13,274$2.8M0.1%GrowthMediumOmaha, NE2026-10-15
LMG Wealth Partners, LLC
13,166$2.8M0.4%ValueVery LowShreveport, LA2026-11-05
Penobscot Investment Management Company, Inc.
12,859$2.7M0.2%GrowthLowBoston, MA2026-10-26
Fifth Third Securities, Inc.
12,848$2.7M0.1%ETFLowCincinnati, OH2026-10-21
Washington Trust Bank
12,786$2.7M0.2%CoreLowSpokane, WA2026-11-03
Parallel Advisors, LLC
12,637$2.6M0.0%IndexLowSan Francisco, CA2026-11-03
Regions Financial Corp
12,464$2.6M0.0%CoreLowBirmingham, AL2026-11-05
Oppenheimer & Co Inc
12,299$2.6M0.0%CoreLowNew York, NY2026-10-26
Apella Capital, LLC
12,209$2.6M0.0%ETFVery LowWest Hartford, CT2026-10-08
Towerpoint Wealth, LLC
12,038$2.5M0.9%ETFLowSacramento, CA2026-10-13
Grimes & Co Wealth Management, LLC
11,977$2.5M0.1%CoreLowWestborough, MA2026-10-29
J2 Capital Management Inc
11,955$2.5M1.6%ETFHighTroy, MI2026-10-19
MB, Levis & Associates, LLC
11,934$2.5M0.9%ETFVery LowCenter Valley, PA2026-10-16
Wealth Architects, LLC
11,907$2.5M0.2%ETFVery LowMountain View, CA2026-11-03
Farmers & Merchants Investments Inc
11,887$2.5M0.1%CoreVery LowLincoln, NE2026-10-22
Eukles Asset Management
11,325$2.4M0.9%CoreLowCincinnati, OH2026-11-04
SAX Wealth Advisors, LLC
11,307$2.4M0.1%ETFVery LowParsippany, NJ2026-10-13
Facet Wealth, Inc.
11,057$2.3M0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Murphy, Middleton, Hinkle & Parker, Inc.
11,052$2.3M0.9%CoreVery HighThomasville, GA2026-10-15
Wilmington Savings Fund Society, FSB
10,888$2.3M0.1%CoreLowWilmington, DE2026-10-23
Park Avenue Securities LLC
10,556$2.2K0.0%ETFMediumNew York, NY2026-10-26
SkyOak Wealth, LLC
10,402$2.2M0.4%ETFLowSouthfield, MI2026-10-28
Wealth Advisory Solutions, LLC
10,326$2.2M0.4%ETFLowZionsville, IN2026-10-20
Squire Investment Management Company, LLC
10,231$2.1M0.5%ETFVery LowOrem, UT2026-11-03
Quadrant Capital Group LLC
10,056$2.1M0.1%CoreLowCincinnati, OH2026-10-20
Weinberger Asset Management, Inc
9,388$2.0M0.6%ETFVery LowLos Angeles, CA2026-10-28
First Citizens Bank & Trust Co
9,333$2.0M0.0%CoreMediumRaleigh, NC2026-10-14
Shakespeare Wealth Management, LLC
9,307$1.9M0.4%ETFMediumPewaukee, WI2026-10-28
Legacy Bridge, LLC
9,285$1.9M0.6%GrowthVery LowWest Des Moines, IA2026-10-28
Diversify Wealth Management, LLC
9,209$1.9M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
9,209$1.9M0.0%GrowthLowSandy, UT2026-10-20
Cornerstone Wealth Management, LLC
9,101$1.9M0.1%ETFVery LowSt. Peters, MO2026-11-04
Wealth Dimensions Group, Ltd.
8,964$1.9M0.3%ETFLowCincinnati, OH2026-11-02
Relyea Zuckerberg Hanson LLC
8,957$1.9M0.2%ETFLowStamford, CT2026-10-20
SilverOak Wealth Management LLC
8,859$1.9M0.2%ETFVery LowEdina, MN2026-10-29
IFP Advisors, Inc
8,751$1.8M0.0%GrowthLowTampa, FL2026-10-16
Graves Light Lenhart Wealth, Inc.
8,673$1.8M0.2%ETFVery LowHarrisonburg, VA2026-10-09
St. Louis Trust Co
8,485$1.8M0.2%ETFVery LowSaint Louis, MO2026-11-03
MV Capital Management, Inc.
8,466$1.8M0.2%ETFLowBethesda, MD2026-10-29
Luts & Greenleigh Group, Inc.
8,396$1.8M1.3%CoreVery LowBethesda, MD2026-11-05
Wealthcare Advisory Partners LLC
8,312$1.7M0.0%ETFLowWest Chester, PA2026-10-21
Stordahl Capital Management, Inc.
8,190$1.7M0.3%ETFVery LowGreenwood Village, CO2026-10-22
626 Financial, LLC
8,156$1.7M0.7%CoreLowPortage, MI2026-11-04
OpenArc Corporate Advisory, LLC
7,813$1.6M0.0%GrowthLowAtlanta, GA2026-10-21
Retirement Planning Group, LLC
7,793$1.6M0.0%ETFVery LowLeawood, KS2026-10-19
Meridian Wealth Management, LLC
7,770$1.6M0.0%GrowthLowLexington, KY2026-11-05
Frederick Financial Consultants, LLC
7,703$1.6M0.7%ETFVery LowFrederick, MD2026-10-29
Saxon Interests, Inc.
7,702$1.6M0.6%ETFMediumHouston, TX2026-10-26
Veery Capital, LLC
7,373$1.5M0.4%ETFVery LowWilmington, DE2026-10-07
Concurrent Investment Advisors, LLC
7,269$1.5M0.0%GrowthMediumTampa, FL2026-10-16
PDS Planning, Inc
7,144$1.5M0.1%IndexVery LowDublin, OH2026-11-03
Pittenger & Anderson Inc
7,125$1.5M0.1%CoreLowLincoln, NE2026-11-02
Bryn Mawr Trust Advisors, LLC
7,058$1.5M0.1%CoreLowPhiladelphia, PA2026-11-04
Valeo Financial Advisors, LLC
7,029$1.5M0.0%ETFLowCarmel, IN2026-10-08
Rodgers & Associates, LTD
7,021$1.5M0.1%ETFVery LowLancaster, PA2026-10-20
Clear Creek Financial Management, LLC
6,874$1.4M0.1%ETFMediumSilverdale, WA2026-10-28
Aletheian Wealth Advisors LLC
6,805$1.4M0.6%ETFVery LowBellevue, WA2026-10-08
Cornerstone Wealth Advisors, Inc.
6,756$1.4M0.3%ETFLowEdina, MN2026-10-16
Harbour Capital Advisors, LLC
6,755$1.4M0.3%GrowthLowTysons Corner, VA2026-10-13
Assetmark, Inc
6,623$1.4M0.0%ETFLowConcord, CA2026-10-21
Vise Technologies, Inc.
6,574$1.4M0.0%IndexLowNew York, NY2026-10-29
Lmcg Investments, LLC
6,305$1.3M0.1%CoreLowBoston, MA2026-10-21
Altiora Financial Group, LLC
6,253$1.3M0.2%ETFLowLebanon, OH2026-11-04
Fifth Third Wealth Advisors LLC
6,233$1.3M0.0%IndexVery LowCincinnati, OH2026-10-22
VestGen Advisors, LLC
6,193$1.3M0.0%GrowthMediumChicago, IL2026-10-27
Allstreet Capital Advisors LLC
6,142$1.3M0.8%ETFVery LowLos Angeles, CA2026-11-04
Crescent Grove Advisors, LLC
6,084$1.3M0.1%ETFLowLake Forest, IL2026-10-21
Evanson Financial, LLC
6,061$1.3M0.1%ETFN/AMclean, VA2026-10-23
First Bancorp, Inc
6,000$1.3M0.5%ValueVery LowDamariscotta, ME2026-10-26
Cullen T Bankers, Inc.
5,941$1.2M0.0%GrowthLowSan Antonio, TX2026-10-28
Blue Bell Private Wealth Management, LLC
5,900$1.2M0.1%YieldVery LowBlue Bell, PA2026-10-29
Grey Fox Wealth Advisors, LLC
5,813$1.2M0.2%ETFLowRockland, DE2026-11-03
Equitable Trust Co
5,807$1.2M0.1%CoreLowNashville, TN2026-10-13
Founders Financial Securities LLC
5,798$1.2M0.1%ETFMediumTowson, MD2026-10-28
Bright Futures Wealth Management, Llc.
5,751$1.2M0.8%CoreHighWebster, Ny 14580, NY2026-10-23
Highland Capital Management, LLC
5,716$1.2M0.1%GrowthMediumMemphis, TN2026-10-26
Carnegie Investment Counsel
5,647$1.2M0.0%CoreLowPepper Pike, OH2026-10-20
Ashton Thomas Private Wealth, LLC
5,611$1.2M0.0%CoreMediumScottsdale, AZ2026-11-03
McAdam, LLC
5,442$1.1M0.0%ETFLowPhiladelphia, PA2026-10-21
E&G Advisors, LLC
5,409$1.1M0.2%ETFVery LowHouston, TX2026-10-13
James Investment Research, Inc.
5,393$1.1M0.1%CoreLowAlpha, OH2026-10-22
Affinity Capital Advisors, LLC
5,332$1.1M0.1%ETFLowBerkeley, CA2026-10-13
Loring Wolcott & Coolidge Fiduciary Advisors LLP
5,328$1.1M0.0%GrowthVery LowBoston, MA2026-10-23
Integrated Advisors Network LLC
5,318$1.1M0.1%GrowthMediumDallas, TX2026-10-20
Financial Guidance Group, Inc.
5,304$1.1M0.4%ETFVery LowPalm Harbor, FL2026-10-21
MassMutual Private Wealth & Trust, FSB
5,298$1.1M0.0%CoreLowSpringfield, MA2026-10-05
North Star Investment Management Corp.
5,274$1.1M0.1%CoreLowChicago, IL2026-10-27
Culbertson A N & Co Inc
5,151$1.1M0.1%CoreVery LowCharlottesville, VA2026-10-21
BIP Wealth, LLC
5,046$1.1M0.0%ETFMediumAtlanta, GA2026-10-22
Davidson Trust Co
4,999$1.0M0.4%CoreLowSeattle, WA2026-10-09
Laurel OAK Wealth Management, LLC
4,950$1.0M0.1%GrowthLowMarlton, NJ2026-10-19
Brighton Jones LLC
4,925$1.0M0.0%CoreVery LowSeattle, WA2026-11-03
Retirement Investment Advisors, Inc.
4,909$1.0M0.1%ETFVery LowOklahoma City, OK2026-10-22
Wedmont Private Capital
4,880$1.0M0.0%IndexVery LowWest Chester, PA2026-10-09
MMA Asset Management LLC
4,856$1.0M0.3%ETFMediumNew York, NY2026-11-02
Gables Capital Management Inc.
4,851$1.0M0.4%GrowthVery LowMiami, FL2026-11-04
Vaughan & Co Securities, Inc.
4,822$1.0M0.5%ETFVery LowRidgewood, NJ2026-10-23
ARK & TLK Investments, LLC
4,804$1.0M0.2%ETFLowOklahoma City, OK2026-10-20
Diversified Investment Strategies, LLC
4,732$991.1K0.6%ValueLowBaton Rouge, LA2026-10-28
Pinnacle Associates LTD
4,722$988.9K0.0%CoreLowNew York, NY2026-10-20
Opus Capital Group, LLC
4,694$9830.0%ETFVery LowCincinnati, OH2026-10-30
RF&L Wealth Management, LLC
4,640$971.8K0.7%ETFVery LowActon, MA2026-10-20
Citizens Financial Group Inc
4,626$969.0K0.0%GrowthLowProvidence, RI2026-10-23
First Business Financial Services, Inc.
4,604$964.3K0.1%ETFVery LowMadison, WI2026-10-29
Guidance Point Advisors, LLC
4,589$962.2K0.2%ETFVery LowWellesley, MA2026-10-15
Lanark Financial, Inc.
4,571$957.5K0.1%CoreMediumBirmingham, AL2026-10-26
Center for Financial Planning, Inc.
4,425$926.8K0.1%ETFLowSouthfied, MI2026-10-26
Firestone Capital Management
4,422$926.2K0.2%ETFVery LowSouth Miami, FL2026-11-03
CFG Wealth Management Services, Inc.
4,399$926.2K0.8%ETFLowIndianapolis, XX2026-10-21
Bricktown Capital, LLC
4,386$918.6K0.2%ETFVery LowDetroit, MI2026-10-13
Daymark Wealth Partners, LLC
4,321$905.0K0.0%CoreLowCincinnati, OH2026-11-04
Garde Capital, Inc.
4,256$891.4K0.0%ETFLowSeattle, WA2026-10-29
Chemung Canal Trust Co
4,242$888.5K0.2%CoreLowElmira, NY2026-11-04
Atria Investments, Inc
4,185$876.6K0.0%CoreMediumCharlotte, NC2026-10-15
Moneywise, Inc.
4,159$871.0K0.8%ETFMediumForest, VA2026-10-30
Chicago Partners Investment Group LLC
4,118$877.1K0.0%GARPLowChicago, IL2026-10-27
Private Trust Co NA
4,114$861.6K0.1%CoreLowCleveland, OH2026-10-20
Harbor Capital Advisors, Inc.
4,066$8520.0%ValueHighChicago, IL2026-10-22
Prospera Financial Services Inc
4,032$865.7K0.0%CoreMediumDallas, TX2026-11-04
Connecticut Wealth Management, LLC
4,018$841.6K0.0%ETFLowFarmington, CT2026-10-13
Aprio Wealth Management, LLC
4,005$838.9K0.0%ETFMediumAtlanta, GA2026-10-28
Cornerstone Wealth Group, LLC
3,969$831.3K0.0%CoreMediumHuntersville, NC2026-11-02
Kaufman Rossin Wealth, LLC
3,961$829.6K0.3%ETFLowMiami, FL2026-10-19
Arista Wealth Management, LLC
3,956$828.6K0.1%ETFMediumLas Vegas, NV2026-10-29
Blake Schutter Theil Wealth Advisors, LLC
3,930$823.0K0.6%ETFLowDayton, OH2026-11-02
Global View Capital Management LLC
3,897$816.2K0.2%ETFHighWaukesha, WI2026-10-28
Eagle Strategies LLC
3,895$815.9K0.1%ETFLowNew York, NY2026-10-16
Elevation Wealth Partners, LLC
3,895$815.7K0.2%ETFLowWalnut Creek, CA2026-10-07
Trust Co of Vermont
3,873$811.2K0.0%CoreVery LowBrattleboro, VT2026-10-21
DWR Wealth Management, LLC
3,862$814.8K0.6%ETFLowSan Jose, CA2026-10-13
Heck Capital Advisors, LLC
3,765$788.6K0.0%ETFMediumRhinelander, WI2026-10-14
Brown Wealth Management, LLC
3,764$788.4K0.2%ETFMediumNaperville, IL2026-10-20
Welch & Forbes LLC
3,742$783.8K0.0%CoreVery LowBoston, MA2026-11-04
Stegner Investment Associates Inc.
3,681$771.0K0.4%ETFVery LowLouisville, KY2026-10-15
Ascent Group, LLC
3,641$762.5K0.0%CoreLowVirginia Beach, VA2026-10-30
Avior Wealth Management, LLC
3,584$750.6K0.0%ETFMediumOmaha, NE2026-10-13
Investmark Advisory Group LLC
3,567$747.4K0.2%ETFVery LowShelton, CT2026-10-27
Magnus Financial Group LLC
3,525$738.4K0.0%ETFLowNew York, NY2026-10-21
Townsend Asset Management Corp
3,522$737.6K0.2%CoreLowRaleigh, NC2026-10-29
Chicago Capital, LLC
3,511$735.4K0.0%GrowthLowChicago, IL2026-10-13
Foster Group, Inc.
3,486$730.2K0.0%ETFVery LowUrbandale, IA2026-10-13
JFS Wealth Advisors, LLC
3,479$728.7K0.0%ETFVery LowHermitage, PA2026-11-03
Diversified Portfolios, Inc.
3,470$726.7K0.0%ETFLowBloomfield Hills, MI2026-11-04
Perigon Wealth Management, LLC
3,446$721.8K0.0%GrowthLowSan Francisco, CA2026-10-22
Gamma Investing LLC
3,403$712.8K0.0%IndexVery LowFoster City, CA2026-10-08
Mather Group, Llc.
3,380$707.9K0.0%ETFMediumChicago, IL2026-10-14
Sigma Planning Corp
3,380$705.1K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Davenport & Co LLC
3,355$702.8K0.0%CoreMediumRichmond, VA2026-10-14
Cedar Mountain Advisors, LLC
3,330$697.4K0.1%ETFVery LowLake Oswego, OR2026-10-15
Smithbridge Asset Management Inc
3,266$684.1K0.1%GrowthLowChadds Ford, PA2026-10-19
Apollon Wealth Management, LLC
3,252$681.2K0.0%GrowthLowMount Pleasant, SC2026-10-23
Integrity Alliance, Llc.
3,245$679.7K0.0%ETFMediumUrbandale, IA2026-10-29
Smith Thornton Advisors LLC
3,225$675.5K0.3%ETFVery LowHuntsville, AL2026-10-16
Fiduciary Financial Group, LLC
3,224$675.3K0.1%ETFLowSan Rafael, CA2026-10-13
Forum Financial Management, LP
3,204$671.0K0.0%ETFLowLombard, IL2026-10-16
Friday Financial
3,178$669.1K0.1%ETFVery LowDubuque, IA2026-10-09
KDK Private Wealth Management, LLC
3,157$661.2K0.5%ETFVery LowHouston, TX2026-11-03
Legacy Advisors, LLC
3,123$654.1K0.1%ETFLowPlymouth Meeting, PA2026-10-19
Ullmann Wealth Partners Group, LLC
3,081$645.3K0.1%ETFLowJacksonville Beach, FL2026-11-02
Sage Capital Management, LLC
3,033$636.2K0.2%ETFLowStockton, NJ2026-10-20
True North Advisors, LLC
3,029$634.4K0.0%CoreMediumDallas, TX2026-10-22
Embree Financial Group
3,029$634.4K0.1%ETFLowChicago, IL2026-10-22
Riverbend Wealth Management, LLC
3,000$628.4K0.3%GrowthLowMyrtle Beach, SC2026-10-15
Keudell ison Wealth Management
3,000$628.4K0.1%ETFMediumSalem, OR2026-10-16
Accurate Wealth Management, LLC
2,990$630.9K0.1%CoreMediumWesley Chapel, FL2026-10-20
Caldwell Trust Co
2,987$625.6K0.0%GrowthLowVenice, FL2026-10-30
Key FInancial Inc
2,966$621.2K0.1%ETFLowWest Chester, PA2026-11-02
TD Private Client Wealth LLC
2,937$615.2K0.0%ETFLowNew York, NY2026-10-28
Maltin Wealth Management, Inc.
2,921$611.7K0.2%ETFMediumRidgewood, NJ2026-10-13
Krilogy Financial LLC
2,898$611.8K0.0%GrowthLowSt. Louis, MO2026-10-13
Canandaigua National Bank & Trust Co
2,896$606.6K0.1%CoreVery LowCanandaigua, NY2026-10-07
Signature Estate & Investment Advisors LLC
2,886$604.5K0.0%ETFMediumLos Angeles, CA2026-10-13
Fulton Breakefield Broenniman LLC
2,885$604.3K0.0%GrowthLowBethesda, MD2026-11-03
Steel Grove Capital Advisors, LLC
2,884$604.1K0.1%ETFLowMemphis, TN2026-10-13
Cahaba Wealth Management, Inc.
2,883$603.8K0.0%ETFVery LowAtlanta, GA2026-10-26
Yardley Wealth Management LLC
2,866$600.3K0.3%ETFVery LowYardley, PA2026-10-23
American State Bank (Iowa)
2,859$598.8K0.2%GrowthVery LowSioux Center, IA2026-11-03
St. Clair Advisors, LLC
2,856$598.2K0.1%ETFLowMayfield Hts, OH2026-10-13
Kingswood Wealth Advisors, LLC
2,848$596.6K0.0%GrowthLowSan Diego, CA2026-10-23
Curtis Advisory Group, LLC
2,815$589.6K0.1%ETFLowSanta Barbara, CA2026-10-28
Shaker Investments LLC
2,800$586.5K0.2%MomentumMediumCleveland, OH2026-11-05
McKinley Carter Wealth Services, Inc.
2,779$582.1K0.0%ETFMediumWheeling, WV2026-10-16
Financial Solutions Advisory Group, Inc.
2,750$574.1K0.1%ETFMediumChicago, IL2026-10-28
Creekside Partners
2,750$575.9K0.2%ETFVery LowPetaluma, CA2026-11-04
HUB Investment Partners, LLC
2,733$572.4K0.0%GrowthLowAustin, TX2026-11-03
Total Clarity Wealth Management, Inc.
2,677$560.8K0.1%ETFMediumSt. Charles, IL2026-10-26
Sage Financial Group Inc
2,645$554.0K0.0%ETFVery LowW. Conshohocken, PA2026-10-27
Procyon Advisors, LLC
2,602$545.0K0.0%CoreVery LowShelton, CT2026-10-21
Brandywine OAK Private Wealth LLC
2,600$544.6K0.0%ETFVery LowKennett Square, PA2026-10-23
Appleton Partners Inc
2,587$5420.0%GrowthLowBoston, MA2026-10-30
Versant Capital Management, Inc
2,584$541.3K0.0%GARPLowPhoenix, AZ2026-10-02
Oak Barrel Wealth Advisory LLC
2,568$537.9K0.2%ETFN/AReston, VA2026-11-05
Mycio Wealth Partners, LLC
2,559$535.9K0.1%Deep ValueVery LowPhiladelphia, PA2026-11-04
Berkeley, Inc
2,550$534.0K0.2%CoreLowBoise, ID2026-10-20
Fulton Bank, N.A.
2,536$531.2K0.0%CoreLowLancaster, PA2026-10-14
Mission Wealth Management, LP
2,518$527.4K0.0%ETFLowSanta Barbara, CA2026-10-15
Evermay Wealth Management LLC
2,492$522.0K0.1%ETFLowArlington, VA2026-11-05
Trust Point Inc.
2,472$517.8K0.0%CoreMediumLa Crosse, WI2026-10-27
Paulson Wealth Management Inc.
2,467$516.7K0.1%ETFLowWest Palm Beach, FL2026-11-02
Strategic Blueprint, LLC
2,462$515.8K0.0%ETFLowAtlanta, GA2026-10-22
NBT Bank, N.A.
2,462$515.7K0.0%CoreLowNorwich, NY2026-10-21
Emergent Wealth Advisors, LLC
2,420$506.9K0.3%ETFMediumWilliamsville, NY2026-10-09
Focus Financial Network, Inc.
2,392$501.1K0.0%ETFLowMinneapolis, MN2026-10-14
Verus Capital Partners, LLC
2,388$500.1K0.0%GrowthLowScottsdale, AZ2026-11-03
Cornell Pochily Investment Advisors, Inc.
2,359$494.1K0.1%CoreLowIthaca, NY2026-10-19
Sagespring Wealth Partners, LLC
2,339$489.9K0.0%ETFLowFranklin, TN2026-10-22
Diversified Enterprises, LLC
2,318$485.5K0.0%ETFVery LowWilmington, DE2026-10-19
Triad Wealth Partners, LLC
2,288$479.2K0.0%ETFMediumLawrence, KS2026-10-26
Invested Advisors
2,281$477.8K0.4%CoreMediumState College, PA2026-10-23
CJM Wealth Advisers, Ltd.
2,279$477.4K0.1%ETFVery LowFalls Church, VA2026-10-27
American National Bank & Trust
2,260$473.4K0.0%CoreVery LowWichita Falls, TX2026-10-07
Patten & Patten Inc
2,255$472.3K0.0%CoreLowChattanooga, TN2026-10-26
Valley Forge Investment Consultants Inc ADV
2,249$471.2K0.1%ETFVery LowAudubon, PA2026-11-03
Tassel Capital Management, Inc.
2,234$467.9K0.2%ETFLowMatthews, NC2026-10-20
Pettinga Financial Advisors LLC
2,232$467.5K0.1%ETFMediumEvansville, IN2026-10-13
Sapient Capital LLC
2,229$466.9K0.0%GrowthMediumIndianapolis, IN2026-10-08
Paragon Capital Management Ltd
2,224$465.8K0.1%CoreVery LowDenver, CO2026-10-09
Strategic Family Wealth Counselors, L.L.C.
2,166$453.7K0.1%ETFVery LowFairfield, NJ2026-10-29
Old National Bancorp
2,121$444.2K0.0%CoreLowEvansville, IN2026-10-20
Optimist Retirement Group LLC
2,108$441.5K0.2%ValueLowBellevue, WA2026-10-30
Crestwood Advisors Group, LLC
2,106$441.1K0.0%GrowthLowBoston, MA2026-10-27
Robertson Stephens Wealth Management, LLC
2,065$432.5K0.0%ETFMediumSan Francisco, CA2026-10-16
Builder Investment Group Inc
2,062$431.9K0.1%GrowthVery LowAtlanta, GA2026-10-22
Amarillo National Bank
2,051$429.6K0.1%ETFVery LowAmarillo, TX2026-10-23
BridgePort Financial Solutions, LLC
2,028$424.8K0.1%ETFLowFairfield, IA2026-11-02
Well Done, LLC
2,027$424.5K0.1%ETFLowHolland, MI2026-10-20
Allen Investment Management, LLC
2,017$422.5K0.0%MomentumMediumNew York, NY2026-11-03
Baxter Bros Inc
2,000$418.9K0.0%CoreLowRiverside, CT2026-11-04
Skyline Advisors, Inc.
1,976$413.8K0.1%ETFMediumBellingham, WA2026-11-03
Navigation Wealth Management, Inc.
1,955$412.7K0.6%ETFLowFort Collins, CO2026-11-03
W Advisors, LLC
1,950$408.4K0.2%CoreLowGermantown, TN2026-11-02
McMill Wealth Management
1,948$408.1K0.1%Deep ValueHighNorfolk, NE2026-11-05
Angeles Wealth Management, LLC
1,941$406.5K0.0%ETFLowSanta Monica, CA2026-10-26
Premier Path Wealth Partners, LLC
1,940$406.4K0.0%GrowthMediumMadison, NJ2026-10-16
Rossmore Private Capital
1,897$397.3K0.0%CoreLowGlastonbury, CT2026-10-27
Plante Moran Financial Advisors, LLC
1,894$396.7K0.0%ETFVery LowSouthfield, MI2026-11-04
Chapin Davis, Inc.
1,851$387.7K0.1%GrowthHighBaltimore, MD2026-10-09
AdvisorNet Financial, Inc
1,840$382.2K0.0%ETFLowMinnetonka, MN2026-10-15
MGO One Seven LLC
1,818$380.7K0.0%GrowthLowBeachwood, OH2026-10-28
Aurelius Family Office LLC
1,805$378.1K0.2%ETFVery LowBedford, NH2026-10-23
Capital Square, LLC
1,790$374.9K0.2%YieldMediumAthens, TN2026-10-19
First Nebraska Trust Co
1,774$371.6K0.0%CoreVery LowLincoln, NE2026-10-30
Simplex Trading, LLC
1,772$371.1K0.0%CoreVery HighChicago, IL2026-11-04
Matrix Asset Advisors Inc
1,765$369.7K0.0%ValueLowWhite Plains, NY2026-10-13
Moisand Fitzgerald Tamayo, LLC
1,757$368.0K0.0%ETFVery LowOrlando, FL2026-10-15
StoneX Group Inc.
1,753$367.2K0.0%ETFMediumNew York, NY2026-11-03
Oath Planning, LLC
1,751$366.7K0.2%ETFVery LowTulsa, OK2026-10-20
Wedgewood Investors Inc
1,721$360.5K0.4%CoreLowErie, PA2026-10-28
Leo Wealth, LLC
1,716$359.5K0.1%CoreLowHurst, TX2026-10-26
Steph & Co
1,708$357.7K0.1%ETFLowMarinette, WI2026-10-07
EverSource Wealth Advisors, LLC
1,706$357.3K0.0%CoreMediumBirmingham, AL2026-11-04
Congress Asset Management Co
1,698$355.6K0.0%GrowthMediumBoston, MA2026-10-06
New England Private Wealth Advisors LLC
1,688$353.6K0.0%ETFVery LowWellesley, MA2026-10-19
Wedbush Securities Inc
1,670$3500.0%CoreLowPasadena, CA2026-10-22
Spire Wealth Management
1,666$349.0K0.0%GrowthMediumMclean, VA2026-10-30
DiNuzzo Private Wealth, Inc.
1,665$348.6K0.0%ETFLowBeaver, PA2026-10-16
LexAurum Advisors, LLC
1,664$348.5K0.0%ETFLowOverland Park, KS2026-10-19
Decision Investments, Inc
1,628$341.0K0.3%GrowthLowSan Diego, CA2026-10-07
Compass Ion Advisors, LLC
1,614$338.0K0.0%ETFVery LowConshohocken, PA2026-10-23
Foresight Capital Management Advisors, Inc.
1,590$333.0K0.2%CoreMediumSaline, MI2026-10-27
Granite Islands Private Wealth, LLC
1,589$332.9K0.2%GrowthLowGuilford, CT2026-10-16
Independence Bank of Kentucky
1,585$332.0K0.0%GrowthLowOwensboro, KY2026-10-26
Greenleaf Trust
1,581$331.1K0.0%CoreLowKalamazoo, MI2026-10-29
Tctc Holdings, LLC
1,574$329.7K0.0%ValueVery LowDallas, TX2026-11-02
Capital Investment Advisors, LLC
1,569$328.6K0.0%CoreLowAtlanta, GA2026-10-22
Certified Advisory Corp
1,545$323.6K0.0%ETFLowAltamonte Springs, FL2026-10-29
McCarley & Cook Financial Planners
1,543$323.2K0.2%ETFLowCincinnati, OH2026-10-21
Capital Advantage, Inc.
1,525$319.4K0.0%ETFMediumWalnut Creek, CA2026-10-14
Ellis Investment Partners, LLC
1,522$318.8K0.0%ETFLowBerwyn, PA2026-10-21
Laurel Wealth Advisors LLC
1,515$317.4K0.0%CoreVery LowCharlotte, NC2026-10-27
Elwood & Goetz Wealth Advisory Group, LLC
1,507$315.6K0.0%ETFLowAthens, GA2026-10-28
Ocean Park Asset Management, LLC
1,500$314.2K0.0%ETFLowSanta Monica, CA2026-10-21
Exchange Traded Concepts, LLC
1,500$314.2K0.0%GrowthMediumOklahoma City, OK2026-10-28
Aufman Associates Inc
1,500$314.2K0.1%ETFVery LowSewickley, PA2026-11-04
Phillips Financial Management, LLC
1,498$313.8K0.0%ETFVery LowFort Wayne, IN2026-10-19
Oakworth Capital, Inc.
1,496$313.3K0.0%ETFLowBirmingham, AL2026-10-26
Asset Dedication, LLC
1,490$312.1K0.0%ETFLowSan Francisco, CA2026-11-03
Agate Pass Investment Management, LLC
1,488$311.7K0.1%CoreLowBainbridge Island, WA2026-10-20
Summit Financial Wealth Advisors, LLC
1,484$310.8K0.0%ETFLowLafayette, LA2026-10-15
Romano Brothers and Company
1,478$309.6K0.0%CoreLowEvanston, IL2026-10-22
Diversified Management Inc
1,464$306.6K0.1%CoreVery LowMilwaukee, WI2026-10-08
TCI Wealth Advisors, Inc.
1,459$305.5K0.0%ETFLowTucson, AZ2026-10-30
Meridian Financial Partners LLC
1,446$304.4K0.1%GrowthLowWarrenton, VA2026-10-23
Arnold Financial Planning LLC
1,444$302.4K0.2%ETFVery LowHiawatha, IA2026-10-20
Kanawha Capital Management LLC
1,441$301.8K0.0%CoreVery LowRichmond, VA2026-10-19
Union Savings Bank
1,440$301.6K0.1%CoreLowLitchfield, CT2026-10-14
Live Oak Private Wealth LLC
1,438$301.2K0.0%ValueLowWilmington, NC2026-11-02
Lionshead Wealth Management, LLC
1,431$299.9K0.2%ETFLowNew York, NY2026-10-21
Chatham Capital Group, Inc.
1,410$295.3K0.0%CoreLowSavannah, GA2026-10-16
Smith Salley Wealth Management
1,399$293.0K0.0%GrowthLowGreensboro, NC2026-11-03
Pinnacle Wealth Planning Services, Inc.
1,385$290.1K0.0%GARPLowMansfield, OH2026-10-27
Clientfirst Wealth Management, LLC
1,384$289.9K0.2%Deep ValueVery LowLittle Rock, AR2026-11-04
Hoxton Planning & Management, LLC
1,383$289.7K0.1%ETFLowShepherdstown, WV2026-10-15
Traveka Wealth, LLC
1,374$287.8K0.1%ETFLowLos Altos, CA2026-10-19
Clearwave Capital, LLC
1,367$286.4K0.2%GrowthLowUpland, CA2026-10-27
Balefire, LLC
1,353$283.4K0.0%ETFMediumDallas, TX2026-10-09
Carlton Hofferkamp & Jenks Wealth Management, LLC
1,352$285.3K0.1%ETFLowThe Woodlands, TX2026-10-21
Financial Management Network Inc
1,348$286.2K0.0%ETFLowMission Viejo, CA2026-10-09
Glass Jacobson Investment Advisors llc
1,348$282.3K0.1%ETFLowOwings Mills, MD2026-10-26
Shepherd Financial Partners LLC
1,344$281.5K0.0%ETFLowWinchester, MA2026-11-03
Clark Asset Management, LLC
1,343$281.4K0.0%ETFVery LowStratham, NH2026-10-19
Avidian Wealth Enterprises, LLC
1,318$276.1K0.0%ETFLowHouston, TX2026-10-08
Planned Solutions, Inc.
1,302$272.7K0.1%ETFLowFolsom, CA2026-10-19
Cypress Capital Group
1,296$271.4K0.0%CoreLowPalm Beach, FL2026-11-03
Roof Eidam Maycock Peralta, LLC
1,283$268.7K0.1%ETFVery LowSan Francisco, CA2026-10-15
Keystone Wealth Services, LLC
1,276$269.2K0.0%ETFHighPalm Desert, CA2026-11-03
Cannon Financial Strategists, Inc.
1,265$265.0K0.0%ETFVery LowAthens, GA2026-10-19
S.A. Mason LLC
1,263$264.5K0.1%GrowthVery LowHolland, MI2026-10-13
Mlp3, LLC
1,261$264.1K0.2%CoreVery LowLinwood, NJ2026-10-22
Clear Harbor Asset Management, LLC
1,247$261.2K0.0%CoreLowStamford, CT2026-11-05
Rockland Trust Co
1,239$259.5K0.0%CoreLowHanover, MA2026-10-05
1834 Investment Advisors Co
1,235$258.7K0.0%ValueLowMilwaukee, WI2026-10-16
Professional Advisory Services Inc
1,232$2580.0%GARPMediumVero Beach, FL2026-10-08
Rainier Family Wealth Inc
1,229$257.4K0.1%GrowthLowTacoma, WA2026-11-02
M.E. Allison & Co., Inc.
1,204$252.3K0.1%CoreLowSan Antonio, TX2026-10-09
Sunpointe, LLC
1,200$251.3K0.1%GrowthMediumSt. Louis, MO2026-10-22
Canandaigua National Trust Co of Florida
1,195$250.3K0.1%CoreLowCanandaigua, NY2026-10-07
Associated Banc-Corp
1,192$249.7K0.0%CoreLowGreen Bay, WI2026-10-30
CGN Advisors LLC
1,183$247.8K0.0%ETFLowManhattan, KS2026-10-21
Matauro, LLC
1,183$247.8K0.0%ETFLowNew York, NY2026-11-03
Genesee Capital Advisors, LLC
1,170$245.1K0.1%ETFMediumAuburn, NY2026-10-20
Quadcap Wealth Management, LLC
1,164$243.8K0.0%ETFLowFrisco, TX2026-11-02
Patriot Investment Management Group, Inc.
1,160$243.0K0.0%ETFVery LowKnoxville, TN2026-10-15
Sigma Investment Counselors Inc
1,155$241.9K0.0%ETFLowNorthville, MI2026-10-27
Blankinship & Foster, LLC
1,153$241.4K0.0%ETFVery LowSolana Beach, CA2026-10-19
Palisade Asset Management, LLC
1,148$240.4K0.0%CoreVery LowMinneapolis, MN2026-11-03
Oliver Luxxe Assets LLC
1,131$237.0K0.0%ValueMediumGladstone, NJ2026-10-14
Alexander Randolph Advisory, Inc.
1,125$235.6K0.2%YieldLowMclean, VA2026-11-04
Cove Private Wealth, LLC
1,111$232.7K0.0%GrowthLowOyster Bay Cove, NY2026-10-28
Clayton Financial Group LLC
1,106$231.6K0.1%ETFLowSt. Louis, MO2026-10-13
McClarren Financial Advisors, Inc.
1,104$231.2K0.1%ETFMediumState College, PA2026-10-15
MFG Investments, LLC
1,103$231.0K0.2%ETFN/AMedford, NJ2026-10-30
Fortitude Family Office, LLC
1,102$230.8K0.0%ETFMediumScottsdale, AZ2026-10-14
Cambridge Financial Group, LLC
1,100$243.3K0.1%ETFLowTucson, AZ2026-10-06
Schneider Downs Wealth Management Advisors, LP
1,092$228.7K0.0%ETFVery LowPittsburgh, PA2026-10-27
Verum Partners LLC
1,090$228.2K0.0%ETFLowCharlotte, NC2026-10-21
Black Diamond Financial, LLC
1,089$228.1K0.0%ETFVery LowTowson, MD2026-10-26
Indivisible Partners
1,085$227.3K0.0%GrowthMediumClearwater, FL2026-10-26
Sovran Advisors, LLC
1,085$235.3K0.0%ETFMediumSan Diego, CA2026-11-02
Wealth Enhancement Trust Services, Inc.
1,074$224.9K0.0%GrowthMediumSioux Falls, SD2026-10-07
CWC Advisors, Llc.
1,074$224.9K0.1%GARPLowLake Oswego, OR2026-10-15
Prime Capital Investment Advisors, LLC
1,066$223.3K0.0%ETFLowOverland Park, KS2026-10-20
Kestra Investment Management, LLC
1,046$219.2K0.0%ETFMediumAustin, TX2026-11-04
International Assets Investment Management, LLC
1,041$219.1K0.0%CoreVery HighOrlando, FL2026-11-02
Sage Rhino Capital LLC
1,035$216.8K0.0%ETFLowMenlo Park, CA2026-10-28
Accel Wealth Management
1,035$216.9K0.0%ETFLowWaverly, IA2026-10-13
NWF Advisory Services Inc.
1,027$215.0K0.0%GARPLowLos Angeles, CA2026-10-19
Bison Wealth, LLC
1,015$214.2K0.0%GrowthMediumAtlanta, GA2026-10-13
Independent Financial Group, LLC
1,008$211.2K0.0%GrowthLowSan Diego, CA2026-10-13
Washington Trust Co
1,000$209.5K0.0%GrowthVery LowWesterly, RI2026-10-22
Waters Parkerson & Co., LLC
1,000$209.5K0.0%CoreVery LowNew Orleans, LA2026-11-04
Detalus Advisors, LLC
1,000$209.5K0.0%ETFLowSt. Louis, MO2026-10-15
Soltis Investment Advisors LLC
986$206.5K0.0%CoreMediumSt. George, UT2026-10-28
Patriot Financial Group Insurance Agency, LLC
982$205.7K0.0%GrowthLowWalpole, MA2026-10-14
IPG Investment Advisors LLC
981$205.5K0.0%CoreMediumSan Diego, CA2026-10-30
Csenge Advisory Group
974$204.0K0.0%ETFMediumClearwater, FL2026-11-04
Robinson Smith Wealth Advisors LLC
972$203.6K0.1%ETFLowSouth Portland, ME2026-10-22
Cornerstone Planning Group LLC
971$204.8K0.0%ETFMediumFairfield, NJ2026-10-16
Westside Investment Management, Inc.
965$202.1K0.0%GrowthLowSanta Monica, CA2026-11-02
Root Financial Partners, LLC
958$200.7K0.0%ETFMediumEncinitas, CA2026-10-21
Washington Trust Advisors, Inc.
925$193.7K0.0%GrowthLowWellesley, MA2026-10-22
Sage Mountain Advisors LLC
925$193.7K0.0%ETFLowAtlanta, GA2026-11-02
Signaturefd, LLC
863$180.8K0.0%IndexLowAtlanta, GA2026-10-23
Cherry Tree Wealth Management, LLC
842$176.4K0.0%ETFVery LowMinnetonka, MN2026-10-15
Capital Investment Advisory Services, LLC
789$166.2K0.0%CoreMediumRaleigh, NC2026-10-30
J.Safra Asset Management Corp
766$160.5K0.0%ETFLowNew York, NY2026-11-03
Thompson Investment Management, Inc.
754$157.9K0.0%ValueMediumMadison, WI2026-10-14
Grove Bank & Trust
659$138.0K0.0%ETFLowMiami, FL2026-10-08
Navigoe, LLC
659$137.0K0.1%ETFVery LowRedondo Beach, CA2026-11-04
Smallwood Wealth Investment Management, LLC
658$138.0K0.1%ETFVery LowRed Bank, NJ2026-10-30
Dorato Capital Management
656$137.8K0.1%ValueVery LowDenver, CO2026-10-08
West Paces Advisors Inc.
650$136.1K0.0%ETFLowAtlanta, GA2026-10-13
Flagship Wealth Advisors, LLC
647$135.5K0.0%ETFLowWakefield, MA2026-11-03
EPG Wealth Management LLC
617$129.2K0.0%GrowthLowAtlanta, GA2026-11-03
Eastern Bank
606$126.9K0.0%GrowthMediumBoston, MA2026-10-05
Brown, Lisle Ings, Inc.
605$126.7K0.0%CoreVery LowProvidence, RI2026-10-16
Adkins Seale Capital Management LLC
600$125.7K0.1%CoreVery LowShreveport, LA2026-10-27
Ares Financial Consulting, LLC
581$121.7K0.1%CoreLowCalabasas, CA2026-10-19
Creative Financial Designs Inc
571$119.6K0.0%ETFMediumKokomo, IN2026-11-04
Certuity, LLC
554$116.0K0.0%GARPLowNorth Palm Beach, FL2026-11-02
First United Bank & Trust
540$113.1K0.0%CoreLowOakland, MD2026-10-22
Beacon Investment Advisory Services, Inc.
538$112.8K0.0%GrowthLowMorristown, NJ2026-10-13
City State Bank
523$109.5K0.0%GrowthVery LowNorwalk, IA2026-10-20
Edgemoor Investment Advisors, Inc.
501$104.9K0.0%CoreVery LowBethesda, MD2026-11-03
Manchester Capital Management LLC
500$104.7K0.0%CoreLowManchester, VT2026-10-22
Downshift Financial, LLC
490$102.6K0.0%ETFLowBoulder, CO2026-10-13
3Chopt Investment Partners, LLC
485$101.6K0.0%CoreLowRichmond, VA2026-10-30
Main Street Group, LTD
468$98.1K0.0%ETFMediumGlen Allen, VA2026-10-28
Community Financial Services Group, LLC
464$97.7K0.0%GrowthLowNewport, VT2026-10-15
Balentine LLC
462$96.8K0.0%ETFLowAtlanta, GA2026-11-03
Atwood & Palmer Inc
439$91.9K0.0%CoreVery LowKansas City, MO2026-10-08
AlphaCore Capital LLC
430$90.1K0.0%ETFLowLa Jolla, CA2026-11-04
MilWealth Group LLC
417$87.4K0.0%ETFVery LowMilwaukee, WI2026-11-02
Key Capital Management, Inc
410$85.9K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Ascentis Independent Advisors
397$83.3K0.0%ETFLowDallas, TX2026-11-03
Financial Perspectives, Inc
396$82.9K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Marquette Asset Management, LLC
393$82.3K0.0%ETFVery LowMinneapolis, MN2026-10-09
Dara Capital US, Inc.
350$73.9K0.4%ETFMediumMiami, FL2026-10-29
Capital Advisors, Ltd. LLC
349$730.0%ETFLowShaker Heights, OH2026-10-27
Bangor Savings Bank
337$70.6K0.0%ETFLowBangor, ME2026-10-06
Trust Co of Toledo NA
326$68.3K0.0%GrowthVery LowHolland, OH2026-10-16
Livelsberger Financial Advisory
321$67.2K0.4%YieldVery LowAshland, OH2026-10-28
Hazlett, Burt & Watson, Inc.
313$66.0K0.0%CoreVery LowWheeling, WV2026-11-04
Pinnacle Bancorp, Inc.
312$65.3K0.0%CoreVery LowBeatrice, NE2026-10-21
Madden Securities Corp
299$62.6K0.0%GrowthMediumDallas, TX2026-10-27
Archer Investment Corp
275$57.6K0.0%CoreMediumCarmel, IN2026-11-05
Roxbury Financial LLC
275$57.5K0.0%CoreVery LowMount Arlington, NJ2026-10-01
Redwood Park Advisors LLC
270$56.6K0.0%ETFVery LowRedwood City, CA2026-11-02
Private Wealth Management Group, LLC
270$56.6K0.0%ETFLowPrinceton, NJ2026-10-19
United Community Bank
238$49.8K0.0%CoreLowGreenville, SC2026-10-28
WPG Advisers, LLC
236$49.4K0.0%CoreLowBaltimore, MD2026-10-27
Golden State Wealth Management, LLC
235$49.2K0.0%ETFMediumSanta Ana, CA2026-11-02
Biltmore Family Office, LLC
233$48.8K0.0%GrowthLowCharlotte, NC2026-11-03
Murphy & Mullick Capital Management Corp
216$45.2K0.0%GrowthLowSmithtown, NY2026-11-02
Signature Equity Partners, LLC
212$44.4K0.0%GrowthMediumColumbus, OH2026-10-29
Bear Mountain Capital, Inc.
205$42.7K0.0%ETFLowSeattle, WA2026-11-04
Pflug Koory, LLC
205$42.9K0.0%CoreVery LowOmaha, NE2026-10-26
Insight Inv LLC
200$41.9K0.0%CoreVery LowEl Segundo, CA2026-10-27
Tompkins Financial Corp
175$36.7K0.0%CoreLowIthaca, NY2026-10-05
Birchbrook, Inc.
170$35.6K0.0%ETFLowBangor, ME2026-10-14
Barrett & Company, Inc.
159$33.3K0.0%ETFLowProvidence, RI2026-10-22
Salomon & Ludwin, LLC
159$33.3K0.0%ETFVery LowRichmond, VA2026-10-29
Ashurst Perkins Coie Trust Co
155$32.5K0.0%CoreVery LowSeattle, WA2026-10-15
Hanson & Doremus Investment Management
151$320.0%CoreVery LowBurlington, VT2026-10-16
DT Investment Partners, LLC
150$31.4K0.0%ETFVery LowChadds Ford, PA2026-10-27
UMB Private Wealth Management, LLC
144$30.2K0.0%GrowthN/AKansas City, MO2026-10-19
Pacifica Partners Inc.
137$28.8K0.0%CoreLowSurrey, South Africa2026-10-09
Evensky & Katz LLC
136$290.0%ETFVery LowCoral Gables, FL2026-10-27
CoreCap Advisors, LLC
132$27.6K0.0%ETFMediumSouthfield, MI2026-10-08
Armor Investment Advisors, LLC
130$27.2K0.0%ETFLowRaleigh, NC2026-10-27
KFG LLC
130$27.2K0.0%ETFN/ARapid City, SD2026-11-02
Dhjj Financial Advisors, Ltd.
126$26.4K0.0%ETFVery LowNaperville, IL2026-10-23
TrinityBridge Ltd
120$250.0%MomentumMediumLondon, United Kingdom2026-10-30
Godsey & Gibb, Inc
120$25.1K0.0%CoreLowRichmond, VA2026-10-14
Birchwood Financial Partners, Inc.
116$24.4K0.0%ETFVery LowBloomington, MN2026-11-02
Farmers & Merchants Trust Co of Chambersburg PA
106$220.0%GARPLowChambersburg, PA2026-10-14
Abound Wealth Management
103$21.5K0.0%ETFVery LowFranklin, TN2026-10-26
American Capital Advisory, LLC
100$20.9K0.0%ETFLowKetchum, ID2026-10-28
Horizons Wealth Management
100$20.9K0.0%ETFLowAsheville, NC2026-10-05
Gen-Wealth Partners Inc
91$19.1K0.0%CoreLowZeeland, MI2026-11-04
Turtle Creek Wealth Advisors, LLC
85$17.8K0.0%GrowthLowDallas, TX2026-10-15
Kings Path Partners LLC
85$17.8K0.0%ETFVery LowSugar Land, TX2026-10-21
Provenance Wealth Advisors, LLC
81$17.0K0.0%ETFLowFort Lauderdale, FL2026-10-30
Maseco LLP
80$16.8K0.0%ETFVery LowLondon, United Kingdom2026-10-27
MH & Associates Securities Management Corp
79$16.5K0.0%YieldLowCarlsbad, CA2026-10-30
Morling Financial Advisors, LLC
78$16.3K0.0%ETFLowFremont, CA2026-10-28
Wealth Analytics Partners, LLC
76$15.9K0.0%ETFVery LowSan Diego, CA2026-10-19
Wolff Wiese Magana LLC
72$15.1K0.0%GrowthLowCarslbad, CA2026-10-15
Fairman Group, LLC
72$15.1K0.0%ETFLowChesterbrook, PA2026-10-26
Morton Brown Family Wealth, LLC
70$14.7K0.0%ETFVery LowAllentown, PA2026-10-23
Kroeger Financial Partners
64$13.4K0.0%ETFN/AGrass Valley, CA2026-10-19
Valley Wealth Managers, Inc.
63$13.2K0.0%GARPMediumParamus, NJ2026-10-09
Latitude Advisors, LLC
59$12.4K0.0%ETFLowYorkville, IL2026-10-27
NorthAvenue LLC
56$11.7K0.0%ETFVery LowColumbus, OH2026-10-29
Financial Consulate, Inc
51$10.7K0.0%ETFLowHunt Valley, MD2026-10-23
Richardson Capital Management LLC
45$9.4K0.0%ETFLowMenomonee Falls, WI2026-10-23
Comprehensive Financial Planning, Inc.
44$9.3K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Highline Wealth Partners LLC
44$9.3K0.0%ETFMediumSherman Oaks, CA2026-10-19
Richardson Financial Services Inc.
44$9.2K0.0%GrowthMediumMedway, MA2026-10-30
Atlantic Edge Private Wealth Management, LLC
42$8.8K0.0%CoreLowJacksonville, FL2026-10-20
Provident Wealth Management, LLC
40$8.4K0.0%ETFVery LowBrentwood, TN2026-10-20
Signature Resources Capital Management, LLC
37$7.8K0.0%ETFLowNewport Beach, CA2026-10-16
Fiduciary Advisors, Inc.
35$7.3K0.0%ETFLowSt. Louis, MO2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
35$7.3K0.0%GrowthMediumIndianapolis, IN2026-10-14
IFS Advisors, LLC
35$7.4K0.0%ETFLowOverland Park, KS2026-10-14
RMG Wealth Management LLC
35$7.5K0.0%ETFVery HighPlatteville, WI2026-10-26
Breakwater Investment Management
31$6.5K0.0%ETFLowSeattle, WA2026-10-20
Noble Wealth Management PBC
30$6.3K0.0%YieldMediumGreenwood Village, CO2026-10-01
Mascoma Wealth Management LLC
28$5.9K0.0%ETFVery LowHanover, NH2026-10-23
Burk Holdings LLC
26$5.4K0.0%ETFVery LowTulsa, OK2026-11-05
Hickory Point Bank & Trust
22$4.6K0.0%CoreVery LowDecatur, IL2026-10-01
Bradley & Co. Private Wealth Management, LLC
19$4.0K0.0%CoreVery LowMiami, FL2026-10-23
GGM Financial LLC
17$3.7K0.0%ETFMediumColumbus, OH2026-11-05
Compass Financial Management LLC
15$3.1K0.0%CoreN/ATampa, FL2026-10-30
DecisionPoint Financial, LLC
12$2.5K0.0%ETFVery LowMesa, AZ2026-10-27
Ascentis Wealth Management, LLC
9$1.9K0.0%Agg GrowthLowDallas, TX2026-11-03
Maryland Capital Advisors Inc.
7$1.5K0.0%ETFVery LowChester, MD2026-10-15
Concord Wealth Partners
5$1.1K0.0%GrowthLowAbingdon, VA2026-11-02
Bell Investment Advisors, Inc
4$8380.0%ETFVery LowOrinda, CA2026-10-29
Nemes Rush Group LLC
4$8380.0%CoreVery LowNovi, MI2026-11-04
Activest Wealth Management
3$6280.0%ETFLowAventura, FL2026-10-15
SJS Investment Consulting Inc.
3$6290.0%ETFVery LowSylvania, OH2026-10-26
Trust Co
2$3770.0%ETFVery LowManhattan, KS2026-10-09
Tsfg, LLC
2$00.0%ETFLowLake Forest, IL2026-10-23
Silver Grove Financial Group, Inc.
2$4190.0%CoreMediumOrchard Park, NY2026-11-05
Prudent Man Investment Management, Inc.
1$2350.0%ETFVery LowLouisville, CO2026-11-03
Spurstone Advisory Services, LLC
1$2110.0%CoreLowHigganum, CT2026-11-02
Quaker Wealth Management, LLC
1$2100.0%ETFMediumMoorestown, NJ2026-10-22
Prairie Wealth Advisors, Inc.
0$224.9K0.0%CoreVery LowOmaha, NE2026-10-29