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Ishares Core S&P U.S. Value (IUSV)

CUSIP: 464287663 | NYSE | 1650 institutional holders

Quarters

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

Signaturefd, LLC5,075,823
7.2% of portfolio›$559.8M
Kestra Investment Management, LLC4,640,744
9.7% of portfolio›$511.8M
Blue Trust, Inc.4,206,809
4.9% of portfolio›$463.9M
Aspiriant, LLC3,771,780
10.2% of portfolio›$416.0M
Modera Wealth Management, LLC1,199,316
1.4% of portfolio›$132.3M
Foster Group, Inc.1,133,978
3.4% of portfolio›$125.1M
Auto-Owners Insurance Co864,000
3.0% of portfolio›$95.6M
Kestra Advisory Services, LLC845,224
0.3% of portfolio›$93.2M
Canandaigua National Bank & Trust Co808,409
7.7% of portfolio›$89.2M
Commonwealth Equity Services, LLC694,196
0.1% of portfolio›$76.6M
McGlone Suttner Wealth Management, Inc.673,208
8.6% of portfolio›$74.2M
Allspring Global Investments Holdings, LLC525,617
0.1% of portfolio›$58.0M
Flagship Harbor Advisors, LLC455,717
1.9% of portfolio›$50.3M
Nadler Financial Group, Inc.432,839
4.0% of portfolio›$47.7M
Wealth Enhancement Advisory Services, LLC392,932
0.1% of portfolio›$44.1M
Veracity Capital LLC374,015
11.1% of portfolio›$41.2M
PCA Investment Advisory Services Inc.346,839
10.4% of portfolio›$38.2M
Southern Capital Advisors, LLC336,547
13.9% of portfolio›$37.1M
Townsend & Associates, Inc317,146
3.0% of portfolio›$36.1M
Ddfg, Inc310,953
6.8% of portfolio›$34.3M
Salus Financial Advisors, LLC249,936
13.2% of portfolio›$27.6M
Garde Capital, Inc.225,403
1.4% of portfolio›$24.9M
Kestra Private Wealth Services, LLC210,417
0.2% of portfolio›$23.2M
Steele Capital Management, Inc.204,270
0.8% of portfolio›$22.5M
One Way Holdings LLC200,723
1.0% of portfolio›$22.1M
Alliance Private Wealth, LLC200,053
8.2% of portfolio›$22.1M
High Probability Advisors, LLC197,213
2.4% of portfolio›$21.7M
Ironwood Wealth Management, Inc.191,562
9.1% of portfolio›$21.5M
Concurrent Investment Advisors, LLC188,791
0.1% of portfolio›$20.8M
SkyOak Wealth, LLC188,379
3.4% of portfolio›$20.8M
Arwa LLC174,082
7.2% of portfolio›$19.7M
Waldron Private Wealth LLC173,013
0.7% of portfolio›$19.1M
Crescent Grove Advisors, LLC164,317
1.5% of portfolio›$18.1M
Trek Financial, LLC152,072
0.8% of portfolio›$16.8M
Cambridge Investment Research Advisors, Inc.151,418
0.0% of portfolio›$16.7K
Atria Investments, Inc149,705
0.2% of portfolio›$16.5M
Global Strategic Investment Solutions, LLC146,539
1.4% of portfolio›$16.2M
Financial Partners Group, Inc146,040
1.7% of portfolio›$16.1M
Creative Planning141,904
0.0% of portfolio›$15.6M
Keenan, LLC141,152
10.7% of portfolio›$15.6M
Cosner Financial Group, LLC137,669
8.0% of portfolio›$15.2M
Creative Financial Designs Inc131,742
0.7% of portfolio›$14.5M
Weil Company, Inc.120,063
2.3% of portfolio›$13.2M
Roberts Financial Services LLC111,063
3.6% of portfolio›$12.2M
Crestwood Advisors Group, LLC110,444
0.2% of portfolio›$12.2M
Symphony Financial, Ltd. Co.105,312
1.0% of portfolio›$11.6M
Dynamic Advisor Solutions LLC104,550
0.3% of portfolio›$11.5M
Truist Financial Corp103,798
0.0% of portfolio›$11.4M
Sigma Planning Corp102,755
0.3% of portfolio›$11.3M
Financial Council, LLC90,958
3.2% of portfolio›$10.0M
Foundry Financial Group, Inc.83,921
3.8% of portfolio›$9.3M
TD Private Client Wealth LLC82,077
0.2% of portfolio›$9.1M
Canvas Wealth Advisors, LLC79,736
1.2% of portfolio›$9.3M
Integrated Advisors Network LLC78,594
0.4% of portfolio›$8.7M
Family Capital Management, Inc.77,656
3.3% of portfolio›$8.6M
Integrity Alliance, Llc.74,411
0.3% of portfolio›$8.2M
Motive Wealth Advisors74,332
3.3% of portfolio›$8.2M
Legacy Solutions, LLC73,844
6.2% of portfolio›$8.1M
Canandaigua National Trust Co of Florida72,646
4.4% of portfolio›$8.0M
Amplius Wealth Advisors, LLC70,628
0.5% of portfolio›$7.8M
Able Wealth Management LLC66,453
1.6% of portfolio›$7.4M
Sapient Capital LLC65,412
0.1% of portfolio›$7.2M
Townsend Financial Planning, LLC65,229
6.4% of portfolio›$7.2M
Columbus Macro, LLC59,809
0.6% of portfolio›$6.6M
Stevens Capital Partners58,655
1.1% of portfolio›$6.5M
Independence Financial Advisors, LLC58,613
1.6% of portfolio›$6.5M
Beam Wealth Advisors, Inc.58,348
1.4% of portfolio›$6.4M
Old Mission Investment Co LLC54,668
1.2% of portfolio›$6.0M
Corepath Wealth Partners LLC52,272
4.0% of portfolio›$5.8M
Eley Financial Management, Inc51,732
1.9% of portfolio›$5.7M
Perigon Wealth Management, LLC51,150
0.1% of portfolio›$5.6M
TD Waterhouse Canada Inc.49,825
0.0% of portfolio›$5.5M
Spire Wealth Management49,398
0.2% of portfolio›$5.4M
180 Wealth Advisors, LLC49,040
0.5% of portfolio›$5.4M
Variant Private Wealth, LLC48,490
4.8% of portfolio›$5.3M
Parallel Advisors, LLC48,457
0.1% of portfolio›$5.3M
Towne Trust Company, N.a45,124
1.5% of portfolio›$5.0M
OpenArc Corporate Advisory, LLC44,431
0.1% of portfolio›$4.9M
Breakwater Capital Group44,153
0.6% of portfolio›$4.9M
Certified Advisory Corp41,286
0.4% of portfolio›$4.6M
Bailard, Inc.40,735
0.1% of portfolio›$4.5M
Oppenheimer & Co Inc38,843
0.0% of portfolio›$4.3M
Wealth Management Partners, LLC38,466
1.0% of portfolio›$4.2M
Deroy & Devereaux Private Investment Counsel Inc36,703
0.0% of portfolio›$4.0K
Ascentis Wealth Management, LLC35,052
0.6% of portfolio›$3.9M
Valley Forge Investment Consultants Inc ADV33,975
0.9% of portfolio›$3.7M
Diversify Wealth Management, LLC33,608
0.1% of portfolio›$3.8M
Diversify Advisory Services, LLC33,608
0.1% of portfolio›$3.8M
Catalyst Private Wealth, LLC31,410
1.4% of portfolio›$3.5M
Fortress Financial Group, LLC30,653
1.6% of portfolio›$3.4M
Leonard Rickey Investment Advisors P.L.L.C.30,198
0.5% of portfolio›$3.3M
Apollon Financial, LLC29,906
0.4% of portfolio›$3.3M
Private Trust Co NA28,742
0.2% of portfolio›$3.2M
Guidance Point Advisors, LLC28,400
0.7% of portfolio›$3.1M
Eagle Strategies LLC28,069
0.3% of portfolio›$3.1M
ZWJ Investment Counsel Inc27,340
0.1% of portfolio›$3.0M
Farther Finance Advisors, LLC27,260
0.0% of portfolio›$3.0M
VestGen Advisors, LLC27,168
0.1% of portfolio›$3.0M
Robinson Smith Wealth Advisors LLC27,110
1.8% of portfolio›$3.0M
Montag A & Associates Inc26,922
0.1% of portfolio›$3.0M
Sterling Wealth Management, Inc.26,361
0.7% of portfolio›$2.9M
Valpey Financial Services, LLC26,109
1.7% of portfolio›$2.9M
XY Planning Network, Inc.25,481
0.3% of portfolio›$2.8M
Silver Lake Advisory, LLC24,493
1.0% of portfolio›$2.7M
Life Planning Partners, Inc24,491
2.2% of portfolio›$2.7M
Caliber Wealth Management, LLC / KS24,421
0.3% of portfolio›$2.7M
MFA Wealth Services23,535
1.5% of portfolio›$2.6M
Robertson Stephens Wealth Management, LLC23,428
0.1% of portfolio›$2.6M
Prospera Financial Services Inc23,150
0.0% of portfolio›$2.7M
Matauro, LLC22,596
0.3% of portfolio›$2.5M
Citigroup Inc22,480
0.0% of portfolio›$2.5M
Legacy Financial Strategies, LLC20,721
0.4% of portfolio›$2.3M
NWF Advisory Services Inc.20,376
0.2% of portfolio›$2.2M
Park Avenue Securities LLC19,131
0.0% of portfolio›$2.1K
First Heartland Consultants, Inc.18,923
0.1% of portfolio›$2.1M
Denver PWM, LLC18,626
0.7% of portfolio›$2.1M
EverSource Wealth Advisors, LLC18,172
0.1% of portfolio›$2.0M
PFG Advisors17,232
0.1% of portfolio›$1.9M
TL Private Wealth17,036
0.7% of portfolio›$1.9M
WJ Wealth Management, LLC15,956
0.7% of portfolio›$1.8M
TriaGen Wealth Management LLC15,870
0.4% of portfolio›$1.8M
Boyd Wealth Management, LLC15,647
0.6% of portfolio›$1.7M
Riverwater Partners LLC15,470
0.5% of portfolio›$1.7M
HB Wealth Management, LLC15,212
0.0% of portfolio›$1.7M
Carlton Hofferkamp & Jenks Wealth Management, LLC15,160
0.5% of portfolio›$1.7M
Soltis Investment Advisors LLC14,954
0.1% of portfolio›$1.6M
Elevation Point Wealth Partners, LLC14,757
0.0% of portfolio›$1.6M
MGO One Seven LLC14,601
0.0% of portfolio›$1.6M
Ipswich Investment Management Co., Inc.14,365
0.3% of portfolio›$1.6M
Mlp3, LLC14,043
1.3% of portfolio›$1.5M
One Day In July LLC14,021
0.1% of portfolio›$1.5M
Uptick Partners, LLC13,889
0.2% of portfolio›$1.5M
Howland Capital Management LLC13,624
0.1% of portfolio›$1.5M
Maryland Capital Advisors Inc.13,080
0.5% of portfolio›$1.4M
Tennessee Valley Asset Management Partners12,878
0.2% of portfolio›$1.4M
Ascentis Independent Advisors12,838
0.1% of portfolio›$1.4M
1900 Wealth Management LLC12,494
0.1% of portfolio›$1.4M
RFG Advisory, LLC12,462
0.0% of portfolio›$1.4M
Prism Planning Partners LLC12,340
1.3% of portfolio›$1.4M
GC Wealth Management RIA, LLC12,231
0.1% of portfolio›$1.3M
M Holdings Securities, Inc.12,212
0.0% of portfolio›$1.4K
Narus Financial Partners, LLC12,175
0.4% of portfolio›$1.3M
New Wave Wealth Advisors LLC12,031
0.4% of portfolio›$1.4M
Equity Investment Corp12,005
0.0% of portfolio›$1.3M
American State Bank (Iowa)11,990
0.5% of portfolio›$1.3M
Brickley Wealth Management11,806
0.2% of portfolio›$1.3M
Occidental Asset Management, LLC11,707
0.1% of portfolio›$1.3M
Verus Capital Partners, LLC11,428
0.1% of portfolio›$1.3M
Grey Fox Wealth Advisors, LLC10,439
0.2% of portfolio›$1.2M
Total Clarity Wealth Management, Inc.10,054
0.2% of portfolio›$1.1M
Verity Asset Management, Inc.9,736
0.4% of portfolio›$1.1M
Independent Financial Group, LLC9,729
0.0% of portfolio›$1.1M
R. W. Roge & Company, Inc.9,514
2.9% of portfolio›$1.0M
Elevate Wealth Advisory, Inc9,358
0.5% of portfolio›$1.0M
Sound Income Strategies, LLC9,274
0.0% of portfolio›$1.0M
Endowment Wealth Management, Inc.9,239
0.3% of portfolio›$1.0M
Collective Family Office LLC9,193
0.2% of portfolio›$1.0M
MLG Wealth Management DBA Pine Grove Financial Group9,072
0.1% of portfolio›$1.0M
ERn Financial, LLC8,426
0.2% of portfolio›$929.2K
D.A. Davidson & Co.8,412
0.0% of portfolio›$927.7K
Patten Group, Inc.8,356
0.1% of portfolio›$921.5K
USAdvisors Wealth Management, LLC8,223
0.0% of portfolio›$906
William Howard & Co Financial Advisors Inc8,056
0.7% of portfolio›$888.4K
Fiduciary Advisors, Inc.7,981
0.6% of portfolio›$880.1K
Moneywise, Inc.7,930
0.8% of portfolio›$874.5K
Axxcess Wealth Management, LLC7,736
0.0% of portfolio›$853.1K
Hoxton Planning & Management, LLC7,726
0.2% of portfolio›$852.0K
Northwest Wealth Management, LLC7,697
0.1% of portfolio›$848.8K
Evermay Wealth Management LLC7,676
0.1% of portfolio›$846.5K
StoneX Group Inc.7,666
0.0% of portfolio›$846.9K
Interchange Capital Partners, LLC7,655
0.1% of portfolio›$844.2K
Innovative Wealth Building LLC7,641
0.5% of portfolio›$842.7K
Beirne Wealth Consulting Services, LLC7,574
0.2% of portfolio›$835.6K
Phillips Financial Management, LLC7,296
0.1% of portfolio›$804.6K
Essex Bank7,289
0.2% of portfolio›$803.8K
Sovran Advisors, LLC7,270
0.1% of portfolio›$847.9K
Berman McAleer LLC7,183
0.1% of portfolio›$792.1K
Choreo, LLC7,131
0.0% of portfolio›$786.4K
Wall Capital Group, Inc.7,121
0.6% of portfolio›$785.3K
Brighton Jones LLC6,972
0.0% of portfolio›$768.8K
Trust Point Inc.6,958
0.1% of portfolio›$767.3K
Firestone Capital Management6,942
0.1% of portfolio›$765.6K
XML Financial, LLC6,873
0.1% of portfolio›$758.0K
Simplicity Wealth,LLC6,782
0.0% of portfolio›$747.9K
Meridian Wealth Management, LLC6,665
0.0% of portfolio›$735.0K
Fifth Third Securities, Inc.6,530
0.0% of portfolio›$720.2K
Asset Dedication, LLC6,394
0.0% of portfolio›$705.1K
Prime Capital Investment Advisors, LLC6,314
0.0% of portfolio›$696.3K
Lido Advisors, LLC6,270
0.0% of portfolio›$691.5K
Dynamic Financial Group6,268
0.5% of portfolio›$691.2K
WealthSpring Partners, LLC6,241
0.7% of portfolio›$688.3K
Assetmark, Inc6,162
0.0% of portfolio›$679.5K
Jamison Private Wealth Management, Inc.5,971
0.1% of portfolio›$658.5K
JFS Wealth Advisors, LLC5,877
0.0% of portfolio›$648.1K
Annex Advisory Services, LLC5,848
0.0% of portfolio›$644.9K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management5,731
0.0% of portfolio›$632.0K
Indivisible Partners5,632
0.0% of portfolio›$621.1K
Cambridge Financial Group, LLC5,476
0.2% of portfolio›$603.2K
Presilium Private Wealth, LLC5,431
0.1% of portfolio›$599.0K
Beaumont Financial Advisors, LLC5,385
0.0% of portfolio›$593.9K
AWM Capital, LLC5,358
0.0% of portfolio›$591.0K
Facet Wealth, Inc.5,355
0.0% of portfolio›$590.5K
Forte Asset Management LLC5,288
0.2% of portfolio›$583.2K
Cyndeo Wealth Partners, LLC5,240
0.0% of portfolio›$577.8K
Premier Path Wealth Partners, LLC5,191
0.1% of portfolio›$572.5K
BIP Wealth, LLC5,105
0.0% of portfolio›$563.0K
United Advisor Group, LLC5,099
0.1% of portfolio›$562.3K
Patriot Financial Group Insurance Agency, LLC5,069
0.1% of portfolio›$559.0K
Invariant Investment Management5,054
0.3% of portfolio›$561.1K
Unique Wealth Strategies, LLC5,052
0.2% of portfolio›$556.5K
Monument Capital Management5,028
0.1% of portfolio›$554.5K
Victory Financial Group, LLC4,986
0.1% of portfolio›$549.9K
Sweeney & Michel, LLC4,981
0.1% of portfolio›$549.3K
Verdence Capital Advisors LLC4,950
0.0% of portfolio›$545.9K
Plante Moran Financial Advisors, LLC4,912
0.0% of portfolio›$541.7K
Christensen, King & Associates Investment Services, Inc.4,842
0.2% of portfolio›$534.0K
Zenith Solutions, Inc.4,834
0.5% of portfolio›$533.1K
Mascoma Wealth Management LLC4,811
0.1% of portfolio›$530.6K
Sowell Financial Services LLC4,729
0.0% of portfolio›$521.5K
SYM Financial Corp4,690
0.0% of portfolio›$517.2K
Compass Financial Management LLC4,627
0.1% of portfolio›$510.2K
Burk Holdings LLC4,621
0.2% of portfolio›$509.6K
Fiduciary Alliance LLC4,611
0.0% of portfolio›$508.5K
Bright Futures Wealth Management, Llc.4,452
0.3% of portfolio›$491.0K
USA Financial Formulas4,448
0.1% of portfolio›$490.5K
Norden Group LLC4,422
0.0% of portfolio›$487.7K
Intrua Financial, LLC4,329
0.0% of portfolio›$477.4K
Bellecapital International Ltd.4,291
0.1% of portfolio›$473.2K
Csenge Advisory Group4,289
0.0% of portfolio›$473.0K
Atlantic Edge Private Wealth Management, LLC4,260
0.1% of portfolio›$469.8K
Global Assets Advisory, LLC4,245
0.1% of portfolio›$473.3K
Ellis Investment Partners, LLC4,243
0.1% of portfolio›$468.0K
Good Harbor Advisors, Inc.4,241
0.4% of portfolio›$467.7K
Claro Advisors Inc.4,218
0.0% of portfolio›$465.2K
True Private Wealth Advisors4,205
0.0% of portfolio›$463.7K
Vise Technologies, Inc.4,198
0.0% of portfolio›$463.0K
SeaCrest Wealth Management, LLC4,147
0.1% of portfolio›$457.3K
Wesbanco Bank Inc4,112
0.0% of portfolio›$453.5K
Koshinski Asset Management, Inc.4,095
0.0% of portfolio›$451.6K
Baker Tilly Wealth Management, LLC4,004
0.1% of portfolio›$441.6K
Koesten, Hirschmann & Crabtree, Inc.3,969
0.2% of portfolio›$437.7K
Financial Planning Hawaii, Inc.3,966
0.2% of portfolio›$437.4K
Patten & Patten Inc3,905
0.0% of portfolio›$430.6K
Melone Private Wealth, LLC3,817
0.2% of portfolio›$421.0K
FF Advisors,LLC3,772
0.2% of portfolio›$416.0K
MCF Advisors LLC3,723
0.0% of portfolio›$410.6K
Greenleaf Trust3,703
0.0% of portfolio›$408.4K
Echo45 Advisors LLC3,693
0.2% of portfolio›$407.3K
Diversified Enterprises, LLC3,680
0.0% of portfolio›$405.8K
Lauterbach Financial Advisors, LLC3,623
0.2% of portfolio›$399.5K
B. Riley Wealth Advisors, Inc.3,586
0.0% of portfolio›$395.4K
Flagstar Securities, Inc3,583
0.1% of portfolio›$395.1K
Greenspring Advisors, LLC3,573
0.0% of portfolio›$394.0K
Redwood Financial Network Corp3,531
0.2% of portfolio›$389.4K
Compass Ion Advisors, LLC3,513
0.0% of portfolio›$387.4K
Tred Avon Family Wealth, LLC3,504
0.1% of portfolio›$386.4K
RDA Financial Network3,499
0.1% of portfolio›$385.8K
Alliance Wealth Advisors, LLC3,473
0.1% of portfolio›$383.0K
Trust Co of Vermont3,466
0.0% of portfolio›$382.2K
Braeburn Wealth Management LLC3,442
0.2% of portfolio›$379.5K
MFA Wealth Advisors, LLC3,440
0.1% of portfolio›$379.4K
Aprio Wealth Management, LLC3,404
0.0% of portfolio›$375.4K
Elevatus Welath Management3,402
0.1% of portfolio›$375.2K
Wealthcare Advisory Partners LLC3,397
0.0% of portfolio›$374.6K
Keybank National Association3,386
0.0% of portfolio›$373.4K
Valeo Financial Advisors, LLC3,315
0.0% of portfolio›$365.6K
Sheets Smith Wealth Management3,303
0.0% of portfolio›$364.2K
Pinnacle Wealth Planning Services, Inc.3,303
0.0% of portfolio›$364.3K
Kroeger Financial Partners3,226
0.4% of portfolio›$355.8K
Parsons Capital Management Inc3,209
0.0% of portfolio›$353.9K
Mitchell Capital Management Co3,193
0.1% of portfolio›$352.1K
SFG Wealth Management, Llc.3,162
0.1% of portfolio›$348.7K
Summit Wealth Group LLC / Co3,161
0.0% of portfolio›$348.6K
Hopwood Financial Services, Inc.3,160
0.2% of portfolio›$348.4K
CX Institutional3,156
0.0% of portfolio›$348
Ridgecrest Wealth Partners, LLC3,150
0.2% of portfolio›$347.4K
Mission Wealth Management, LP3,137
0.0% of portfolio›$346.0K
Carnegie Investment Counsel3,092
0.0% of portfolio›$341.0K
SC&H Financial Advisors, Inc.3,087
0.0% of portfolio›$340.4K
Brookstone Capital Management3,078
0.0% of portfolio›$339.5K
Garrett Wealth Advisory Group, LLC3,066
0.1% of portfolio›$338.1K
Weaver Consulting Group3,003
0.1% of portfolio›$331.2K
Mullaney, Keating & Wright, Inc.2,951
0.2% of portfolio›$325.4K
KWB Wealth2,933
0.0% of portfolio›$323.5K
Palacios Wealth Management, LLC2,925
0.2% of portfolio›$322.6K
Marino, Stram & Associates LLC2,918
0.1% of portfolio›$321.8K
Atala Financial Inc2,894
0.2% of portfolio›$319.2K
Brandywine OAK Private Wealth LLC2,853
0.0% of portfolio›$314.6K
Fingerlakes Wealth Management, Inc.2,850
0.2% of portfolio›$314.3K
Heritage Family Offices, LLP2,832
0.1% of portfolio›$312.3K
tru Independence LLC2,806
0.1% of portfolio›$309.4K
Apella Capital, LLC2,801
0.0% of portfolio›$312.3K
Woodard & Co Asset Management Group Inc2,800
0.0% of portfolio›$308.8K
Roxbury Financial LLC2,781
0.2% of portfolio›$306.7K
Legacy Advisors, LLC2,743
0.0% of portfolio›$302.5K
Wedbush Securities Inc2,743
0.0% of portfolio›$302
Pinnacle Associates LTD2,681
0.0% of portfolio›$295.7K
IFP Advisors, Inc2,672
0.0% of portfolio›$294.7K
Greenhouse Wealth Management, LLC2,661
0.2% of portfolio›$293.5K
Cassaday & Co Wealth Management LLC2,640
0.0% of portfolio›$291.1K
Aspen Wealth Management LLC2,636
0.0% of portfolio›$290.7K
KFG LLC2,612
0.2% of portfolio›$288.1K
Oak Asset Management, LLC2,611
0.1% of portfolio›$287.9K
Klingman & Associates, LLC2,607
0.0% of portfolio›$287.5K
Daymark Wealth Partners, LLC2,604
0.0% of portfolio›$287.2K
Strategic Blueprint, LLC2,563
0.0% of portfolio›$282.6K
CoreCap Advisors, LLC2,556
0.0% of portfolio›$281.9K
Elevation Wealth Management LLC2,551
0.2% of portfolio›$281.4K
Apollon Wealth Management, LLC2,494
0.0% of portfolio›$275.0K
Hubbell Strickland Wealth Management, LLC2,455
0.1% of portfolio›$270.7K
Sagespring Wealth Partners, LLC2,432
0.0% of portfolio›$268.2K
Krilogy Financial LLC2,431
0.0% of portfolio›$274.7K
Encompass More Asset Management2,407
0.0% of portfolio›$265.4K
Verum Partners LLC2,397
0.0% of portfolio›$264.3K
Summit Investment Advisory Services, LLC2,392
0.1% of portfolio›$263.8K
Accel Wealth Management2,352
0.1% of portfolio›$259.4K
Bryn Mawr Trust Advisors, LLC2,325
0.0% of portfolio›$256.4K
Trilogy Capital Inc.2,298
0.0% of portfolio›$253.4K
North Star Investment Management Corp.2,273
0.0% of portfolio›$250.7K
McAdam, LLC2,259
0.0% of portfolio›$249.1K
Foguth Wealth Management, Llc.2,247
0.0% of portfolio›$255.7K
Key FInancial Inc2,244
0.0% of portfolio›$247.5K
Ullmann Wealth Partners Group, LLC2,241
0.0% of portfolio›$247.2K
HUB Investment Partners, LLC2,236
0.0% of portfolio›$246.6K
Visionary Wealth Advisors2,222
0.0% of portfolio›$245.0K
New England Private Wealth Advisors LLC2,213
0.0% of portfolio›$244.1K
Kingswood Wealth Advisors, LLC2,198
0.0% of portfolio›$242.4K
Davenport & Co LLC2,184
0.0% of portfolio›$240.9K
Colonial River Investments, LLC2,182
0.1% of portfolio›$240.6K
Watchman Group, Inc.2,138
0.1% of portfolio›$235.8K
Total Investment Management Inc2,106
0.0% of portfolio›$232.2K
Gibson Capital, LLC2,106
0.0% of portfolio›$232.3K
Signature Resources Capital Management, LLC2,076
0.1% of portfolio›$228.9K
Discipline Wealth Solutions, LLC2,058
0.0% of portfolio›$227.0K
Financial Solutions Advisory Group, Inc.2,025
0.0% of portfolio›$230.4K
Values Added Financial LLC2,024
0.1% of portfolio›$223.2K
Simon Quick Advisors, LLC2,018
0.0% of portfolio›$222.5K
Calamos Wealth Management LLC2,013
0.0% of portfolio›$222.0K
Macroview Investment Management LLC1,991
0.1% of portfolio›$219.6K
Element Pointe Advisors, LLC1,983
0.0% of portfolio›$218.7K
Wespac Advisors SoCal, LLC1,925
0.0% of portfolio›$212.3K
CPC Advisors, LLC1,924
0.0% of portfolio›$212.2K
Williams Jones Wealth Management, Llc.1,909
0.0% of portfolio›$210.5K
Partners Wealth Management, LLC1,888
0.0% of portfolio›$208.2K
Alpha Omega Wealth Management LLC1,860
0.0% of portfolio›$205.1K
Cornerstone Wealth Management, LLC1,839
0.0% of portfolio›$202.8K
Financial Perspectives, Inc1,783
0.0% of portfolio›$196.6K
Keystone Financial Group, Inc.1,766
0.1% of portfolio›$194.7K
First Financial Corp1,759
0.1% of portfolio›$194.0K
Birchwood Financial Partners, Inc.1,561
0.1% of portfolio›$172.1K
Hoese & Co LLP1,500
0.1% of portfolio›$165.4K
Vima LLC1,471
0.2% of portfolio›$162.2K
Archer Investment Corp1,463
0.0% of portfolio›$161.3K
Bank Julius Baer & Co. Ltd, Zurich1,340
0.0% of portfolio›$147.8K
Avion Wealth1,331
0.2% of portfolio›$146.0K
Stone House Investment Management, LLC1,327
0.0% of portfolio›$146.3K
Glass Jacobson Investment Advisors llc1,237
0.0% of portfolio›$136.4K
Ashton Thomas Private Wealth, LLC1,234
0.0% of portfolio›$136.1K
Rosenberg Matthew Hamilton1,119
0.0% of portfolio›$123.4K
Mather Group, Llc.1,091
0.0% of portfolio›$120.3K
Manchester Capital Management LLC1,089
0.0% of portfolio›$120.1K
Capital Investment Advisory Services, LLC1,084
0.0% of portfolio›$119.5K
AlphaCore Capital LLC901
0.0% of portfolio›$99.3K
Rossmore Private Capital880
0.0% of portfolio›$97.0K
First United Bank & Trust871
0.0% of portfolio›$96.1K
Rydar Equities, Inc.860
0.0% of portfolio›$95.9K
Financial Consulate, Inc818
0.0% of portfolio›$90.2K
Pathway Financial Advisers, LLC779
0.0% of portfolio›$85.9K
First Horizon Corp754
0.0% of portfolio›$83.2K
Golden State Wealth Management, LLC743
0.0% of portfolio›$82.0K
Pacific Center for Financial Services709
0.0% of portfolio›$78.2K
Abound Wealth Management695
0.0% of portfolio›$76.7K
Sage Mountain Advisors LLC695
0.0% of portfolio›$76.6K
Buck Wealth Strategies, LLC678
0.0% of portfolio›$74.8K
Finley Financial, LLC640
0.0% of portfolio›$70.7K
IMG Wealth Management, Inc.617
0.0% of portfolio›$68.0K
Morton Brown Family Wealth, LLC578
0.0% of portfolio›$63.7K
Trust Co572
0.0% of portfolio›$63.1K
Farmers & Merchants Investments Inc553
0.0% of portfolio›$61.0K
Gamma Investing LLC538
0.0% of portfolio›$59.3K
Ashurst Perkins Coie Trust Co512
0.0% of portfolio›$56.5K
Concord Wealth Partners511
0.0% of portfolio›$56.3K
Moisand Fitzgerald Tamayo, LLC505
0.0% of portfolio›$55.7K
Vaquero Private Wealth, LTD488
0.0% of portfolio›$53.8K
Arlington Trust Co LLC480
0.0% of portfolio›$52.9K
Dhjj Financial Advisors, Ltd.476
0.0% of portfolio›$52.5K
Tsfg, LLC470
0.0% of portfolio›$52
Markowski Investments449
0.0% of portfolio›$49.5K
Smallwood Wealth Investment Management, LLC444
0.0% of portfolio›$49.1K
Oakworth Capital, Inc.425
0.0% of portfolio›$46.9K
Creative Capital Management Investments LLC407
0.0% of portfolio›$44.9K
Hickory Point Bank & Trust400
0.0% of portfolio›$44.1K
Lanark Financial, Inc.400
0.0% of portfolio›$44.1K
Elevation Wealth Partners, LLC384
0.0% of portfolio›$42.3K
Bell Investment Advisors, Inc375
0.0% of portfolio›$41.4K
Mogy Joel R Investment Counsel Inc375
0.0% of portfolio›$41.4K
Physician Wealth Advisors, Inc.356
0.0% of portfolio›$39.3K
Hager Investment Management Services, LLC322
0.0% of portfolio›$35.5K
DT Investment Partners, LLC283
0.0% of portfolio›$31.2K
SJS Investment Consulting Inc.273
0.0% of portfolio›$30.1K
Harbor Investment Advisory, LLC254
0.0% of portfolio›$28.0K
Kings Path Partners LLC249
0.0% of portfolio›$27.5K
Evolution Wealth Management Inc.220
0.0% of portfolio›$24.3K
Mechanics Financial Corp217
0.0% of portfolio›$23.9K
Root Financial Partners, LLC209
0.0% of portfolio›$23.0K
Nemes Rush Group LLC195
0.0% of portfolio›$21.5K
Latitude Advisors, LLC193
0.0% of portfolio›$21.3K
Brown, Lisle Ings, Inc.185
0.0% of portfolio›$20.4K
Viewpoint Capital Management LLC180
0.0% of portfolio›$19.9K
Angeles Wealth Management, LLC179
0.0% of portfolio›$19.7K
Richards, Merrill & Peterson, Inc.177
0.0% of portfolio›$19.5K
Legacies Wealth LLC175
0.0% of portfolio›$19.3K
DecisionPoint Financial, LLC166
0.0% of portfolio›$18.3K
Signature Equity Partners, LLC166
0.0% of portfolio›$18.3K
Nfsg Corp165
0.0% of portfolio›$18.2K
Meriwether Wealth & Planning, LLC153
0.0% of portfolio›$16.9K
Capital Advisors, Ltd. LLC153
0.0% of portfolio›$17
Wilkerson Advisory Group LLC153
0.0% of portfolio›$16.9K
Hilton Head Capital Partners, LLC141
0.0% of portfolio›$15.5K
Tounjian Advisory Partners, LLC137
0.0% of portfolio›$15.1K
Chapman Financial Group, LLC130
0.0% of portfolio›$14.3K
Barrett & Company, Inc.123
0.0% of portfolio›$13.6K
City Holding Co118
0.0% of portfolio›$13.0K
Independence Bank of Kentucky100
0.0% of portfolio›$11.0K
Gleason Group, Inc.96
0.0% of portfolio›$10.6K
Bullock Wealth Management Group96
0.0% of portfolio›$10.6K
Salomon & Ludwin, LLC93
0.0% of portfolio›$10.3K
Harbor Asset Planning, Inc.90
0.0% of portfolio›$10.0K
Hughes Financial Services, LLC85
0.0% of portfolio›$9.9K
Owl Creek Wealth Partners LLC82
0.0% of portfolio›$9.0K
Olistico Wealth, LLC72
0.0% of portfolio›$7.9K
Caldwell Trust Co67
0.0% of portfolio›$7.4K
Financial Management Professionals, Inc.54
0.0% of portfolio›$6.0K
Next Level Wealth Planning, LLC52
0.0% of portfolio›$5.7K
City State Bank48
0.0% of portfolio›$5.3K
Cullen T Bankers, Inc.46
0.0% of portfolio›$5.1K
Yankcom Partnership41
0.0% of portfolio›$4.5K
MTM Investment Management, LLC40
0.0% of portfolio›$4.4K
Valley National Advisers Inc37
0.0% of portfolio›$4.1K
Halbert Hargrove Global Advisors, LLC37
0.0% of portfolio›$4.1K
Provenance Wealth Advisors, LLC34
0.0% of portfolio›$3.8K
Realta Investment Advisors34
0.0% of portfolio›$3.8K
Prudent Man Investment Management, Inc.31
0.0% of portfolio›$3.4K
Central Pacific Bank - Trust Division31
0.0% of portfolio›$3.4K
Kingdom Financial Group Llc.29
0.0% of portfolio›$3.2K
Laurel Wealth Advisors LLC28
0.0% of portfolio›$3.1K
Highline Wealth Partners LLC28
0.0% of portfolio›$3.1K
UMB Private Wealth Management, LLC26
0.0% of portfolio›$2.9K
Monetary Solutions, Ltd23
0.0% of portfolio›$2.5K
Fairscale Capital, LLC21
0.0% of portfolio›$2.4K
Murphy & Mullick Capital Management Corp16
0.0% of portfolio›$1.8K
StyleTurnoverLocationFiled
Signaturefd, LLC
5,075,823$559.8M7.2%IndexLowAtlanta, GA2026-10-23
Kestra Investment Management, LLC
4,640,744$511.8M9.7%ETFMediumAustin, TX2026-11-04
Blue Trust, Inc.
4,206,809$463.9M4.9%ETFLowBrentwood, TN2026-10-15
Aspiriant, LLC
3,771,780$416.0M10.2%ETFVery LowLos Angeles, CA2026-10-16
Modera Wealth Management, LLC
1,199,316$132.3M1.4%ETFVery LowWestwood, NJ2026-10-28
Foster Group, Inc.
1,133,978$125.1M3.4%ETFVery LowUrbandale, IA2026-10-13
Auto-Owners Insurance Co
864,000$95.6M3.0%ETFVery LowLansing, MI2026-10-15
Kestra Advisory Services, LLC
845,224$93.2M0.3%CoreLowAustin, TX2026-11-02
Canandaigua National Bank & Trust Co
808,409$89.2M7.7%CoreVery LowCanandaigua, NY2026-10-07
Commonwealth Equity Services, LLC
694,196$76.6M0.1%ETFLowWaltham, MA2026-11-02
McGlone Suttner Wealth Management, Inc.
673,208$74.2M8.6%ETFVery LowAppleton, WI2026-10-13
Allspring Global Investments Holdings, LLC
525,617$58.0M0.1%CoreMediumCharlotte, NC2026-11-04
Flagship Harbor Advisors, LLC
455,717$50.3M1.9%ETFMediumBoston, MA2026-10-26
Nadler Financial Group, Inc.
432,839$47.7M4.0%ETFVery LowDeerfield, IL2026-10-23
Wealth Enhancement Advisory Services, LLC
392,932$44.1M0.1%CoreLowPlymouth, MN2026-10-13
Veracity Capital LLC
374,015$41.2M11.1%GrowthLowAtlanta, GA2026-10-08
PCA Investment Advisory Services Inc.
346,839$38.2M10.4%ETFVery LowCincinnati, OH2026-10-13
Southern Capital Advisors, LLC
336,547$37.1M13.9%ETFLowJackson, TN2026-10-26
Townsend & Associates, Inc
317,146$36.1M3.0%Deep ValueLowWestminster, CO2026-10-23
Ddfg, Inc
310,953$34.3M6.8%ETFLowThousand Oaks, CA2026-10-15
Salus Financial Advisors, LLC
249,936$27.6M13.2%ETFVery LowColorado Springs, CO2026-10-20
Garde Capital, Inc.
225,403$24.9M1.4%ETFLowSeattle, WA2026-10-29
Kestra Private Wealth Services, LLC
210,417$23.2M0.2%GrowthLowAustin, TX2026-10-30
Steele Capital Management, Inc.
204,270$22.5M0.8%ETFVery LowDubuque, IA2026-11-02
One Way Holdings LLC
200,723$22.1M1.0%CoreMediumFlower Mound, TX2026-10-29
Alliance Private Wealth, LLC
200,053$22.1M8.2%ETFVery LowNorth Reading, MA2026-10-20
High Probability Advisors, LLC
197,213$21.7M2.4%ETFVery LowPittsford, NY2026-10-19
Ironwood Wealth Management, Inc.
191,562$21.5M9.1%ETFVery LowHurricane, WV2026-10-14
Concurrent Investment Advisors, LLC
188,791$20.8M0.1%GrowthMediumTampa, FL2026-10-16
SkyOak Wealth, LLC
188,379$20.8M3.4%ETFLowSouthfield, MI2026-10-28
Arwa LLC
174,082$19.7M7.2%ETFMediumFort Worth, TX2026-10-21
Waldron Private Wealth LLC
173,013$19.1M0.7%ETFVery LowBridgeville, PA2026-11-02
Crescent Grove Advisors, LLC
164,317$18.1M1.5%ETFLowLake Forest, IL2026-10-21
Trek Financial, LLC
152,072$16.8M0.8%ETFHighScottsdale, AZ2026-10-29
Cambridge Investment Research Advisors, Inc.
151,418$16.7K0.0%ETFLowFairfield, IA2026-11-02
Atria Investments, Inc
149,705$16.5M0.2%CoreMediumCharlotte, NC2026-10-15
Global Strategic Investment Solutions, LLC
146,539$16.2M1.4%ETFLowScottsdale, AZ2026-10-16
Financial Partners Group, Inc
146,040$16.1M1.7%ETFLowOverland Park, KS2026-10-19
Creative Planning
141,904$15.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Keenan, LLC
141,152$15.6M10.7%ETFLowBoston, MA2026-10-23
Cosner Financial Group, LLC
137,669$15.2M8.0%ETFLowWindsor, CO2026-11-03
Creative Financial Designs Inc
131,742$14.5M0.7%ETFMediumKokomo, IN2026-11-04
Weil Company, Inc.
120,063$13.2M2.3%ETFLowSan Diego, CA2026-10-14
Roberts Financial Services LLC
111,063$12.2M3.6%ETFLowMarquette, MI2026-10-23
Crestwood Advisors Group, LLC
110,444$12.2M0.2%GrowthLowBoston, MA2026-10-27
Symphony Financial, Ltd. Co.
105,312$11.6M1.0%GrowthLowHouston, TX2026-10-22
Dynamic Advisor Solutions LLC
104,550$11.5M0.3%ETFLowPhoenix, AZ2026-10-13
Truist Financial Corp
103,798$11.4M0.0%CoreLowCharlotte, NC2026-10-30
Sigma Planning Corp
102,755$11.3M0.3%GrowthMediumAnn Arbor, MI2026-10-23
Financial Council, LLC
90,958$10.0M3.2%ETFVery LowTowson, MD2026-11-02
Foundry Financial Group, Inc.
83,921$9.3M3.8%ETFLowLaconia, NH2026-10-28
TD Private Client Wealth LLC
82,077$9.1M0.2%ETFLowNew York, NY2026-10-28
Canvas Wealth Advisors, LLC
79,736$9.3M1.2%GrowthLowShawnee, KS2026-11-02
Integrated Advisors Network LLC
78,594$8.7M0.4%GrowthMediumDallas, TX2026-10-20
Family Capital Management, Inc.
77,656$8.6M3.3%ETFLowGrand Rapids, MI2026-11-03
Integrity Alliance, Llc.
74,411$8.2M0.3%ETFMediumUrbandale, IA2026-10-29
Motive Wealth Advisors
74,332$8.2M3.3%ETFVery LowBirmingham, MI2026-10-26
Legacy Solutions, LLC
73,844$8.1M6.2%ETFLowKennett Square, PA2026-10-07
Canandaigua National Trust Co of Florida
72,646$8.0M4.4%CoreLowCanandaigua, NY2026-10-07
Amplius Wealth Advisors, LLC
70,628$7.8M0.5%ETFLowBlue Bell, PA2026-10-20
Able Wealth Management LLC
66,453$7.4M1.6%ETFMediumToms River, NJ2026-10-13
Sapient Capital LLC
65,412$7.2M0.1%GrowthMediumIndianapolis, IN2026-10-08
Townsend Financial Planning, LLC
65,229$7.2M6.4%ETFVery LowMt Sterling, KY2026-11-02
Columbus Macro, LLC
59,809$6.6M0.6%YieldMediumNew Castle, PA2026-10-14
Stevens Capital Partners
58,655$6.5M1.1%ETFVery LowOmaha, NE2026-10-29
Independence Financial Advisors, LLC
58,613$6.5M1.6%ETFMediumFranklin, NH2026-10-08
Beam Wealth Advisors, Inc.
58,348$6.4M1.4%ETFMediumCovington, LA2026-11-03
Old Mission Investment Co LLC
54,668$6.0M1.2%ETFLowTraverse City, MI2026-10-22
Corepath Wealth Partners LLC
52,272$5.8M4.0%ETFVery LowScottsdale, AZ2026-10-21
Eley Financial Management, Inc
51,732$5.7M1.9%ETFVery LowSouth Burlington, VT2026-11-03
Perigon Wealth Management, LLC
51,150$5.6M0.1%GrowthLowSan Francisco, CA2026-10-22
TD Waterhouse Canada Inc.
49,825$5.5M0.0%CoreLowToronto, Australia2026-10-16
Spire Wealth Management
49,398$5.4M0.2%GrowthMediumMclean, VA2026-10-30
180 Wealth Advisors, LLC
49,040$5.4M0.5%CoreLowFederal Way, WA2026-11-03
Variant Private Wealth, LLC
48,490$5.3M4.8%GrowthLowTysons, VA2026-10-21
Parallel Advisors, LLC
48,457$5.3M0.1%IndexLowSan Francisco, CA2026-11-03
Towne Trust Company, N.a
45,124$5.0M1.5%CoreLowNewport News, VA2026-10-28
OpenArc Corporate Advisory, LLC
44,431$4.9M0.1%GrowthLowAtlanta, GA2026-10-21
Breakwater Capital Group
44,153$4.9M0.6%ETFLowParamus, NJ2026-10-09
Certified Advisory Corp
41,286$4.6M0.4%ETFLowAltamonte Springs, FL2026-10-29
Bailard, Inc.
40,735$4.5M0.1%GrowthMediumFoster City, CA2026-10-13
Oppenheimer & Co Inc
38,843$4.3M0.0%CoreLowNew York, NY2026-10-26
Wealth Management Partners, LLC
38,466$4.2M1.0%Agg GrowthLowTucson, AZ2026-10-21
Deroy & Devereaux Private Investment Counsel Inc
36,703$4.0K0.0%ValueMediumBloomfield Hills, MI2026-10-26
Ascentis Wealth Management, LLC
35,052$3.9M0.6%Agg GrowthLowDallas, TX2026-11-03
Valley Forge Investment Consultants Inc ADV
33,975$3.7M0.9%ETFVery LowAudubon, PA2026-11-03
Diversify Wealth Management, LLC
33,608$3.8M0.1%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
33,608$3.8M0.1%GrowthLowSandy, UT2026-10-20
Catalyst Private Wealth, LLC
31,410$3.5M1.4%ETFVery LowSan Mateo, CA2026-10-13
Fortress Financial Group, LLC
30,653$3.4M1.6%ETFMediumRochester, MN2026-10-21
Leonard Rickey Investment Advisors P.L.L.C.
30,198$3.3M0.5%ETFLowYakima, WA2026-10-29
Apollon Financial, LLC
29,906$3.3M0.4%ETFVery LowMount Pleasant, SC2026-10-23
Private Trust Co NA
28,742$3.2M0.2%CoreLowCleveland, OH2026-10-20
Guidance Point Advisors, LLC
28,400$3.1M0.7%ETFVery LowWellesley, MA2026-10-15
Eagle Strategies LLC
28,069$3.1M0.3%ETFLowNew York, NY2026-10-16
ZWJ Investment Counsel Inc
27,340$3.0M0.1%CoreLowAtlanta, GA2026-10-15
Farther Finance Advisors, LLC
27,260$3.0M0.0%IndexLowSan Francisco, CA2026-10-08
VestGen Advisors, LLC
27,168$3.0M0.1%GrowthMediumChicago, IL2026-10-27
Robinson Smith Wealth Advisors LLC
27,110$3.0M1.8%ETFLowSouth Portland, ME2026-10-22
Montag A & Associates Inc
26,922$3.0M0.1%CoreLowAtlanta, GA2026-10-29
Sterling Wealth Management, Inc.
26,361$2.9M0.7%ETFLowChampaign, IL2026-10-23
Valpey Financial Services, LLC
26,109$2.9M1.7%ETFVery LowConcord, NH2026-10-30
XY Planning Network, Inc.
25,481$2.8M0.3%ETFLowBozeman, MT2026-10-14
Silver Lake Advisory, LLC
24,493$2.7M1.0%CoreLowCottonwood Heights, UT2026-10-22
Life Planning Partners, Inc
24,491$2.7M2.2%ETFVery LowJacksonville, FL2026-10-28
Caliber Wealth Management, LLC / KS
24,421$2.7M0.3%ETFLowOverland Park, KS2026-11-04
MFA Wealth Services
23,535$2.6M1.5%ETFLowThousand Oaks, CA2026-10-14
Robertson Stephens Wealth Management, LLC
23,428$2.6M0.1%ETFMediumSan Francisco, CA2026-10-16
Prospera Financial Services Inc
23,150$2.7M0.0%CoreMediumDallas, TX2026-11-04
Matauro, LLC
22,596$2.5M0.3%ETFLowNew York, NY2026-11-03
Citigroup Inc
22,480$2.5M0.0%CoreMediumNew York, NY2026-11-04
Legacy Financial Strategies, LLC
20,721$2.3M0.4%ETFLowOverland Park, KS2026-10-15
NWF Advisory Services Inc.
20,376$2.2M0.2%GARPLowLos Angeles, CA2026-10-19
Park Avenue Securities LLC
19,131$2.1K0.0%ETFMediumNew York, NY2026-10-26
First Heartland Consultants, Inc.
18,923$2.1M0.1%ETFMediumLake St. Louis, MO2026-10-08
Denver PWM, LLC
18,626$2.1M0.7%ETFLowDenver, CO2026-10-22
EverSource Wealth Advisors, LLC
18,172$2.0M0.1%CoreMediumBirmingham, AL2026-11-04
PFG Advisors
17,232$1.9M0.1%ETFMediumPhoenix, AZ2026-10-16
TL Private Wealth
17,036$1.9M0.7%ETFVery LowSouthlake, TX2026-10-13
WJ Wealth Management, LLC
15,956$1.8M0.7%ETFMediumGlendale, AZ2026-11-03
TriaGen Wealth Management LLC
15,870$1.8M0.4%CoreMediumCalabasas, CA2026-10-14
Boyd Wealth Management, LLC
15,647$1.7M0.6%ETFMediumSacramento, CA2026-10-20
Riverwater Partners LLC
15,470$1.7M0.5%ValueMediumMilwaukee, WI2026-11-03
HB Wealth Management, LLC
15,212$1.7M0.0%IndexVery LowAtlanta, GA2026-10-23
Carlton Hofferkamp & Jenks Wealth Management, LLC
15,160$1.7M0.5%ETFLowThe Woodlands, TX2026-10-21
Soltis Investment Advisors LLC
14,954$1.6M0.1%CoreMediumSt. George, UT2026-10-28
Elevation Point Wealth Partners, LLC
14,757$1.6M0.0%CoreHighDenver, CO2026-11-05
MGO One Seven LLC
14,601$1.6M0.0%GrowthLowBeachwood, OH2026-10-28
Ipswich Investment Management Co., Inc.
14,365$1.6M0.3%CoreLowBeverly, MA2026-10-13
Mlp3, LLC
14,043$1.5M1.3%CoreVery LowLinwood, NJ2026-10-22
One Day In July LLC
14,021$1.5M0.1%ETFVery LowBurlington, VT2026-10-30
Uptick Partners, LLC
13,889$1.5M0.2%ETFLowNacogdoches, TX2026-11-04
Howland Capital Management LLC
13,624$1.5M0.1%CoreLowBoston, MA2026-10-22
Maryland Capital Advisors Inc.
13,080$1.4M0.5%ETFVery LowChester, MD2026-10-15
Tennessee Valley Asset Management Partners
12,878$1.4M0.2%ETFLowKnoxville, TN2026-11-03
Ascentis Independent Advisors
12,838$1.4M0.1%ETFLowDallas, TX2026-11-03
1900 Wealth Management LLC
12,494$1.4M0.1%ETFLowSan Antonio, TX2026-10-13
RFG Advisory, LLC
12,462$1.4M0.0%ETFMediumBirmingham, AL2026-11-03
Prism Planning Partners LLC
12,340$1.4M1.3%ETFVery LowLibertyville, IL2026-10-27
GC Wealth Management RIA, LLC
12,231$1.3M0.1%GrowthMediumCambridge, MA2026-11-02
M Holdings Securities, Inc.
12,212$1.4K0.0%ETFHighPortland, OR2026-11-03
Narus Financial Partners, LLC
12,175$1.3M0.4%ValueLowSalt Lake City, UT2026-10-19
New Wave Wealth Advisors LLC
12,031$1.4M0.4%CoreMediumSpringdale, AR2026-10-19
Equity Investment Corp
12,005$1.3M0.0%YieldMediumAtlanta, GA2026-11-04
American State Bank (Iowa)
11,990$1.3M0.5%GrowthVery LowSioux Center, IA2026-11-03
Brickley Wealth Management
11,806$1.3M0.2%ETFVery LowSan Mateo, CA2026-11-04
Occidental Asset Management, LLC
11,707$1.3M0.1%GrowthLowBurlingame, CA2026-11-05
Verus Capital Partners, LLC
11,428$1.3M0.1%GrowthLowScottsdale, AZ2026-11-03
Grey Fox Wealth Advisors, LLC
10,439$1.2M0.2%ETFLowRockland, DE2026-11-03
Total Clarity Wealth Management, Inc.
10,054$1.1M0.2%ETFMediumSt. Charles, IL2026-10-26
Verity Asset Management, Inc.
9,736$1.1M0.4%CoreMediumDurham, NC2026-10-30
Independent Financial Group, LLC
9,729$1.1M0.0%GrowthLowSan Diego, CA2026-10-13
R. W. Roge & Company, Inc.
9,514$1.0M2.9%ETFVery LowBohemia, NY2026-11-04
Elevate Wealth Advisory, Inc
9,358$1.0M0.5%ETFVery LowAthens, GA2026-10-29
Sound Income Strategies, LLC
9,274$1.0M0.0%YieldMediumFt Lauderdale, FL2026-10-09
Endowment Wealth Management, Inc.
9,239$1.0M0.3%ETFMediumAppleton, WI2026-11-03
Collective Family Office LLC
9,193$1.0M0.2%ETFLowYork, PA2026-10-05
MLG Wealth Management DBA Pine Grove Financial Group
9,072$1.0M0.1%ETFMediumWoodbury, MN2026-10-13
ERn Financial, LLC
8,426$929.2K0.2%ETFVery LowMiddleton, WI2026-10-28
D.A. Davidson & Co.
8,412$927.7K0.0%CoreLowGreat Falls, MT2026-10-28
Patten Group, Inc.
8,356$921.5K0.1%CoreLowChattanooga, TN2026-10-26
USAdvisors Wealth Management, LLC
8,223$9060.0%ETFLowEden Prairie, MN2026-10-21
William Howard & Co Financial Advisors Inc
8,056$888.4K0.7%ETFVery LowMemphis, TN2026-11-04
Fiduciary Advisors, Inc.
7,981$880.1K0.6%ETFLowSt. Louis, MO2026-10-16
Moneywise, Inc.
7,930$874.5K0.8%ETFMediumForest, VA2026-10-30
Axxcess Wealth Management, LLC
7,736$853.1K0.0%CoreLowCarlsbad, CA2026-10-21
Hoxton Planning & Management, LLC
7,726$852.0K0.2%ETFLowShepherdstown, WV2026-10-15
Northwest Wealth Management, LLC
7,697$848.8K0.1%ETFLowSpencer, IA2026-10-30
Evermay Wealth Management LLC
7,676$846.5K0.1%ETFLowArlington, VA2026-11-05
StoneX Group Inc.
7,666$846.9K0.0%ETFMediumNew York, NY2026-11-03
Interchange Capital Partners, LLC
7,655$844.2K0.1%GrowthLowPittsburgh, PA2026-10-28
Innovative Wealth Building LLC
7,641$842.7K0.5%ETFVery LowCalifornia, MD2026-10-14
Beirne Wealth Consulting Services, LLC
7,574$835.6K0.2%ETFLowShelton, CT2026-10-19
Phillips Financial Management, LLC
7,296$804.6K0.1%ETFVery LowFort Wayne, IN2026-10-19
Essex Bank
7,289$803.8K0.2%CoreLowEssex, CT2026-10-16
Sovran Advisors, LLC
7,270$847.9K0.1%ETFMediumSan Diego, CA2026-11-02
Berman McAleer LLC
7,183$792.1K0.1%ETFVery LowTimonium, MD2026-10-16
Choreo, LLC
7,131$786.4K0.0%IndexLowRockford, IL2026-10-28
Wall Capital Group, Inc.
7,121$785.3K0.6%ETFHighPhoenix, AZ2026-10-14
Brighton Jones LLC
6,972$768.8K0.0%CoreVery LowSeattle, WA2026-11-03
Trust Point Inc.
6,958$767.3K0.1%CoreMediumLa Crosse, WI2026-10-27
Firestone Capital Management
6,942$765.6K0.1%ETFVery LowSouth Miami, FL2026-11-03
XML Financial, LLC
6,873$758.0K0.1%ETFLowBethesda, MD2026-10-29
Simplicity Wealth,LLC
6,782$747.9K0.0%ETFLowSummit, NJ2026-10-23
Meridian Wealth Management, LLC
6,665$735.0K0.0%GrowthLowLexington, KY2026-11-05
Fifth Third Securities, Inc.
6,530$720.2K0.0%ETFLowCincinnati, OH2026-10-21
Asset Dedication, LLC
6,394$705.1K0.0%ETFLowSan Francisco, CA2026-11-03
Prime Capital Investment Advisors, LLC
6,314$696.3K0.0%ETFLowOverland Park, KS2026-10-20
Lido Advisors, LLC
6,270$691.5K0.0%GrowthLowLos Angeles, CA2026-11-04
Dynamic Financial Group
6,268$691.2K0.5%ETFLowCedar Falls, IA2026-10-28
WealthSpring Partners, LLC
6,241$688.3K0.7%ETFLowLong Beach, CA2026-10-14
Assetmark, Inc
6,162$679.5K0.0%ETFLowConcord, CA2026-10-21
Jamison Private Wealth Management, Inc.
5,971$658.5K0.1%GrowthVery LowMilton, GA2026-10-14
JFS Wealth Advisors, LLC
5,877$648.1K0.0%ETFVery LowHermitage, PA2026-11-03
Annex Advisory Services, LLC
5,848$644.9K0.0%GrowthHighBrookfield, WI2026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
5,731$632.0K0.0%GrowthVery LowSeattle, WA2026-10-27
Indivisible Partners
5,632$621.1K0.0%GrowthMediumClearwater, FL2026-10-26
Cambridge Financial Group, LLC
5,476$603.2K0.2%ETFLowTucson, AZ2026-10-06
Presilium Private Wealth, LLC
5,431$599.0K0.1%ETFVery LowRadnor, PA2026-10-26
Beaumont Financial Advisors, LLC
5,385$593.9K0.0%GrowthMediumNeedham, MA2026-10-22
AWM Capital, LLC
5,358$591.0K0.0%ETFLowPhoenix, AZ2026-10-16
Facet Wealth, Inc.
5,355$590.5K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Forte Asset Management LLC
5,288$583.2K0.2%ETFLowBedford, NY2026-10-13
Cyndeo Wealth Partners, LLC
5,240$577.8K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Premier Path Wealth Partners, LLC
5,191$572.5K0.1%GrowthMediumMadison, NJ2026-10-16
BIP Wealth, LLC
5,105$563.0K0.0%ETFMediumAtlanta, GA2026-10-22
United Advisor Group, LLC
5,099$562.3K0.1%ETFLowCincinnati, OH2026-11-03
Patriot Financial Group Insurance Agency, LLC
5,069$559.0K0.1%GrowthLowWalpole, MA2026-10-14
Invariant Investment Management
5,054$561.1K0.3%ETFLowCamp Hill, PA2026-10-08
Unique Wealth Strategies, LLC
5,052$556.5K0.2%CoreMediumBurr Ridge, IL2026-10-13
Monument Capital Management
5,028$554.5K0.1%GARPHighAlexandria, VA2026-10-09
Victory Financial Group, LLC
4,986$549.9K0.1%ETFLowAustin, TX2026-10-27
Sweeney & Michel, LLC
4,981$549.3K0.1%ETFVery LowChico, CA2026-10-16
Verdence Capital Advisors LLC
4,950$545.9K0.0%CoreMediumHunt Valley, MD2026-10-26
Plante Moran Financial Advisors, LLC
4,912$541.7K0.0%ETFVery LowSouthfield, MI2026-11-04
Christensen, King & Associates Investment Services, Inc.
4,842$534.0K0.2%ETFVery LowRichland, WA2026-10-22
Zenith Solutions, Inc.
4,834$533.1K0.5%ETFN/APhiladelphia, PA2026-10-19
Mascoma Wealth Management LLC
4,811$530.6K0.1%ETFVery LowHanover, NH2026-10-23
Sowell Financial Services LLC
4,729$521.5K0.0%CoreLowNorth Little Rock, AR2026-10-23
SYM Financial Corp
4,690$517.2K0.0%ETFVery LowWinona Lake, IN2026-10-26
Compass Financial Management LLC
4,627$510.2K0.1%CoreN/ATampa, FL2026-10-30
Burk Holdings LLC
4,621$509.6K0.2%ETFVery LowTulsa, OK2026-11-05
Fiduciary Alliance LLC
4,611$508.5K0.0%CoreMediumGreenville, SC2026-10-13
Bright Futures Wealth Management, Llc.
4,452$491.0K0.3%CoreHighWebster, Ny 14580, NY2026-10-23
USA Financial Formulas
4,448$490.5K0.1%ETFVery HighAda, MI2026-10-16
Norden Group LLC
4,422$487.7K0.0%GrowthMediumProvo, UT2026-10-20
Intrua Financial, LLC
4,329$477.4K0.0%ETFMediumHouston, TX2026-10-28
Bellecapital International Ltd.
4,291$473.2K0.1%GrowthMediumZurich, Switzerland2026-10-21
Csenge Advisory Group
4,289$473.0K0.0%ETFMediumClearwater, FL2026-11-04
Atlantic Edge Private Wealth Management, LLC
4,260$469.8K0.1%CoreLowJacksonville, FL2026-10-20
Global Assets Advisory, LLC
4,245$473.3K0.1%GrowthHighOrlando, FL2026-10-28
Ellis Investment Partners, LLC
4,243$468.0K0.1%ETFLowBerwyn, PA2026-10-21
Good Harbor Advisors, Inc.
4,241$467.7K0.4%ETFVery LowGloucester, MA2026-10-20
Claro Advisors Inc.
4,218$465.2K0.0%CoreLowBoston, MA2026-11-02
True Private Wealth Advisors
4,205$463.7K0.0%ETFMediumSalem, OR2026-10-19
Vise Technologies, Inc.
4,198$463.0K0.0%IndexLowNew York, NY2026-10-29
SeaCrest Wealth Management, LLC
4,147$457.3K0.1%GrowthLowPurchase, NY2026-10-21
Wesbanco Bank Inc
4,112$453.5K0.0%CoreLowWheeling, WV2026-11-04
Koshinski Asset Management, Inc.
4,095$451.6K0.0%ETFLowDecatur, IL2026-10-29
Baker Tilly Wealth Management, LLC
4,004$441.6K0.1%GrowthLowMadison, WI2026-10-05
Koesten, Hirschmann & Crabtree, Inc.
3,969$437.7K0.2%ETFVery LowOverland Park, KS2026-10-13
Financial Planning Hawaii, Inc.
3,966$437.4K0.2%CoreVery LowHonolulu, HI2026-10-13
Patten & Patten Inc
3,905$430.6K0.0%CoreLowChattanooga, TN2026-10-26
Melone Private Wealth, LLC
3,817$421.0K0.2%ETFMediumAuburn Hills, MI2026-10-16
FF Advisors,LLC
3,772$416.0K0.2%ETFLowManhattan Beach, CA2026-10-21
MCF Advisors LLC
3,723$410.6K0.0%ETFLowLexington, KY2026-10-28
Greenleaf Trust
3,703$408.4K0.0%CoreLowKalamazoo, MI2026-10-29
Echo45 Advisors LLC
3,693$407.3K0.2%ETFLowWalnut Creek, CA2026-10-07
Diversified Enterprises, LLC
3,680$405.8K0.0%ETFVery LowWilmington, DE2026-10-19
Lauterbach Financial Advisors, LLC
3,623$399.5K0.2%ETFVery LowEl Paso, TX2026-10-21
B. Riley Wealth Advisors, Inc.
3,586$395.4K0.0%GrowthLowMemphis, TN2026-10-13
Flagstar Securities, Inc
3,583$395.1K0.1%ETFVery LowNew York, NY2026-10-15
Greenspring Advisors, LLC
3,573$394.0K0.0%ETFVery LowTowson, MD2026-11-05
Redwood Financial Network Corp
3,531$389.4K0.2%ETFLowSolon, OH2026-11-03
Compass Ion Advisors, LLC
3,513$387.4K0.0%ETFVery LowConshohocken, PA2026-10-23
Tred Avon Family Wealth, LLC
3,504$386.4K0.1%CoreLowEaston, MD2026-10-20
RDA Financial Network
3,499$385.8K0.1%GrowthMediumAkron, IA2026-10-15
Alliance Wealth Advisors, LLC
3,473$383.0K0.1%CoreVery LowScranton, PA2026-10-14
Trust Co of Vermont
3,466$382.2K0.0%CoreVery LowBrattleboro, VT2026-10-21
Braeburn Wealth Management LLC
3,442$379.5K0.2%ETFMediumMuskegon, MI2026-10-15
MFA Wealth Advisors, LLC
3,440$379.4K0.1%ETFMediumPittsburgh, PA2026-10-07
Aprio Wealth Management, LLC
3,404$375.4K0.0%ETFMediumAtlanta, GA2026-10-28
Elevatus Welath Management
3,402$375.2K0.1%GrowthHighVictor, NY2026-10-19
Wealthcare Advisory Partners LLC
3,397$374.6K0.0%ETFLowWest Chester, PA2026-10-21
Keybank National Association
3,386$373.4K0.0%CoreLowBrooklyn, OH2026-11-04
Valeo Financial Advisors, LLC
3,315$365.6K0.0%ETFLowCarmel, IN2026-10-08
Sheets Smith Wealth Management
3,303$364.2K0.0%CoreLowWinston-Salem, NC2026-10-16
Pinnacle Wealth Planning Services, Inc.
3,303$364.3K0.0%GARPLowMansfield, OH2026-10-27
Kroeger Financial Partners
3,226$355.8K0.4%ETFN/AGrass Valley, CA2026-10-19
Parsons Capital Management Inc
3,209$353.9K0.0%CoreLowProvidence, RI2026-10-28
Mitchell Capital Management Co
3,193$352.1K0.1%MomentumMediumLeawood, KS2026-10-29
SFG Wealth Management, Llc.
3,162$348.7K0.1%ETFMediumTowson, MD2026-10-23
Summit Wealth Group LLC / Co
3,161$348.6K0.0%ETFHighColorado Springs, CO2026-10-29
Hopwood Financial Services, Inc.
3,160$348.4K0.2%ETFLowReston, VA2026-10-29
CX Institutional
3,156$3480.0%CoreMediumAuburn, IN2026-10-02
Ridgecrest Wealth Partners, LLC
3,150$347.4K0.2%GrowthLowMill Valley, CA2026-10-19
Mission Wealth Management, LP
3,137$346.0K0.0%ETFLowSanta Barbara, CA2026-10-15
Carnegie Investment Counsel
3,092$341.0K0.0%CoreLowPepper Pike, OH2026-10-20
SC&H Financial Advisors, Inc.
3,087$340.4K0.0%ETFVery LowHunt Valley, MD2026-10-14
Brookstone Capital Management
3,078$339.5K0.0%ETFMediumWheaton, IL2026-10-22
Garrett Wealth Advisory Group, LLC
3,066$338.1K0.1%ETFVery LowWeatherford, TX2026-10-22
Weaver Consulting Group
3,003$331.2K0.1%ETFLowHuntington Beach, CA2026-10-07
Mullaney, Keating & Wright, Inc.
2,951$325.4K0.2%GrowthVery LowMiddletown, CT2026-10-19
KWB Wealth
2,933$323.5K0.0%ETFMediumRedlands, CA2026-10-16
Palacios Wealth Management, LLC
2,925$322.6K0.2%Agg GrowthVery LowOrmond Beach, FL2026-11-04
Marino, Stram & Associates LLC
2,918$321.8K0.1%ETFVery LowBraintree, MA2026-10-22
Atala Financial Inc
2,894$319.2K0.2%CoreLowCalabasas, CA2026-10-22
Brandywine OAK Private Wealth LLC
2,853$314.6K0.0%ETFVery LowKennett Square, PA2026-10-23
Fingerlakes Wealth Management, Inc.
2,850$314.3K0.2%ETFVery LowIthaca, NY2026-11-04
Heritage Family Offices, LLP
2,832$312.3K0.1%GrowthHighScottsdale, AZ2026-11-02
tru Independence LLC
2,806$309.4K0.1%ETFLowPortland, OR2026-10-20
Apella Capital, LLC
2,801$312.3K0.0%ETFVery LowWest Hartford, CT2026-10-08
Woodard & Co Asset Management Group Inc
2,800$308.8K0.0%ETFMediumBermuda Run, NC2026-11-03
Roxbury Financial LLC
2,781$306.7K0.2%CoreVery LowMount Arlington, NJ2026-10-01
Legacy Advisors, LLC
2,743$302.5K0.0%ETFLowPlymouth Meeting, PA2026-10-19
Wedbush Securities Inc
2,743$3020.0%CoreLowPasadena, CA2026-10-22
Pinnacle Associates LTD
2,681$295.7K0.0%CoreLowNew York, NY2026-10-20
IFP Advisors, Inc
2,672$294.7K0.0%GrowthLowTampa, FL2026-10-16
Greenhouse Wealth Management, LLC
2,661$293.5K0.2%ETFVery LowWestport, CT2026-10-20
Cassaday & Co Wealth Management LLC
2,640$291.1K0.0%ETFVery LowMclean, VA2026-10-27
Aspen Wealth Management LLC
2,636$290.7K0.0%ETFLowFort Worth, TX2026-10-14
KFG LLC
2,612$288.1K0.2%ETFN/ARapid City, SD2026-11-02
Oak Asset Management, LLC
2,611$287.9K0.1%CoreVery LowWestlake Village, CA2026-10-13
Klingman & Associates, LLC
2,607$287.5K0.0%ETFVery LowNew York, NY2026-10-20
Daymark Wealth Partners, LLC
2,604$287.2K0.0%CoreLowCincinnati, OH2026-11-04
Strategic Blueprint, LLC
2,563$282.6K0.0%ETFLowAtlanta, GA2026-10-22
CoreCap Advisors, LLC
2,556$281.9K0.0%ETFMediumSouthfield, MI2026-10-08
Elevation Wealth Management LLC
2,551$281.4K0.2%Agg GrowthLowEden Prairie, MN2026-11-02
Apollon Wealth Management, LLC
2,494$275.0K0.0%GrowthLowMount Pleasant, SC2026-10-23
Hubbell Strickland Wealth Management, LLC
2,455$270.7K0.1%ETFVery LowNew Orleans, LA2026-10-29
Sagespring Wealth Partners, LLC
2,432$268.2K0.0%ETFLowFranklin, TN2026-10-22
Krilogy Financial LLC
2,431$274.7K0.0%GrowthLowSt. Louis, MO2026-10-13
Encompass More Asset Management
2,407$265.4K0.0%ETFHighDanville, CA2026-10-16
Verum Partners LLC
2,397$264.3K0.0%ETFLowCharlotte, NC2026-10-21
Summit Investment Advisory Services, LLC
2,392$263.8K0.1%ETFVery LowRoseville, MN2026-11-03
Accel Wealth Management
2,352$259.4K0.1%ETFLowWaverly, IA2026-10-13
Bryn Mawr Trust Advisors, LLC
2,325$256.4K0.0%CoreLowPhiladelphia, PA2026-11-04
Trilogy Capital Inc.
2,298$253.4K0.0%ETFMediumIrvine, CA2026-10-20
North Star Investment Management Corp.
2,273$250.7K0.0%CoreLowChicago, IL2026-10-27
McAdam, LLC
2,259$249.1K0.0%ETFLowPhiladelphia, PA2026-10-21
Foguth Wealth Management, Llc.
2,247$255.7K0.0%ETFHighBrighton, MI2026-10-19
Key FInancial Inc
2,244$247.5K0.0%ETFLowWest Chester, PA2026-11-02
Ullmann Wealth Partners Group, LLC
2,241$247.2K0.0%ETFLowJacksonville Beach, FL2026-11-02
HUB Investment Partners, LLC
2,236$246.6K0.0%GrowthLowAustin, TX2026-11-03
Visionary Wealth Advisors
2,222$245.0K0.0%ETFLowO'Fallon, IL2026-11-04
New England Private Wealth Advisors LLC
2,213$244.1K0.0%ETFVery LowWellesley, MA2026-10-19
Kingswood Wealth Advisors, LLC
2,198$242.4K0.0%GrowthLowSan Diego, CA2026-10-23
Davenport & Co LLC
2,184$240.9K0.0%CoreMediumRichmond, VA2026-10-14
Colonial River Investments, LLC
2,182$240.6K0.1%GrowthMediumMidlothian, VA2026-10-19
Watchman Group, Inc.
2,138$235.8K0.1%ETFLowPlano, TX2026-10-16
Total Investment Management Inc
2,106$232.2K0.0%ETFLowScottsdale, AZ2026-10-22
Gibson Capital, LLC
2,106$232.3K0.0%ETFVery LowWexford, PA2026-10-23
Signature Resources Capital Management, LLC
2,076$228.9K0.1%ETFLowNewport Beach, CA2026-10-16
Discipline Wealth Solutions, LLC
2,058$227.0K0.0%ETFLowGreenville, SC2026-10-14
Financial Solutions Advisory Group, Inc.
2,025$230.4K0.0%ETFMediumChicago, IL2026-10-28
Values Added Financial LLC
2,024$223.2K0.1%ETFLowWashington, DC2026-10-28
Simon Quick Advisors, LLC
2,018$222.5K0.0%ETFLowMorristown, NJ2026-10-26
Calamos Wealth Management LLC
2,013$222.0K0.0%GrowthMediumNaperville, IL2026-11-02
Macroview Investment Management LLC
1,991$219.6K0.1%ETFLowBethesda, MD2026-10-26
Element Pointe Advisors, LLC
1,983$218.7K0.0%ETFLowMiami, FL2026-10-21
Wespac Advisors SoCal, LLC
1,925$212.3K0.0%GrowthMediumPasadena, CA2026-10-13
CPC Advisors, LLC
1,924$212.2K0.0%ETFMediumAtlanta, GA2026-10-21
Williams Jones Wealth Management, Llc.
1,909$210.5K0.0%GrowthLowNew York, NY2026-11-05
Partners Wealth Management, LLC
1,888$208.2K0.0%CoreLowCarmel By The Sea, CA2026-10-28
Alpha Omega Wealth Management LLC
1,860$205.1K0.0%ValueLowRichmond, VA2026-10-23
Cornerstone Wealth Management, LLC
1,839$202.8K0.0%ETFVery LowSt. Peters, MO2026-11-04
Financial Perspectives, Inc
1,783$196.6K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Keystone Financial Group, Inc.
1,766$194.7K0.1%ETFLowAtlanta, GA2026-10-13
First Financial Corp
1,759$194.0K0.1%CoreVery LowTerre Haute, IN2026-10-13
Birchwood Financial Partners, Inc.
1,561$172.1K0.1%ETFVery LowBloomington, MN2026-11-02
Hoese & Co LLP
1,500$165.4K0.1%ETFLowGlencoe, MN2026-10-21
Vima LLC
1,471$162.2K0.2%CoreLowTroy, MI2026-10-23
Archer Investment Corp
1,463$161.3K0.0%CoreMediumCarmel, IN2026-11-05
Bank Julius Baer & Co. Ltd, Zurich
1,340$147.8K0.0%GrowthMediumZurich, Switzerland2026-10-29
Avion Wealth
1,331$146.0K0.2%ETFLowThe Woodlands, TX2026-11-04
Stone House Investment Management, LLC
1,327$146.3K0.0%ETFMediumTunkhannock, PA2026-10-23
Glass Jacobson Investment Advisors llc
1,237$136.4K0.0%ETFLowOwings Mills, MD2026-10-26
Ashton Thomas Private Wealth, LLC
1,234$136.1K0.0%CoreMediumScottsdale, AZ2026-11-03
Rosenberg Matthew Hamilton
1,119$123.4K0.0%ETFVery LowGrand Junction, CO2026-10-05
Mather Group, Llc.
1,091$120.3K0.0%ETFMediumChicago, IL2026-10-14
Manchester Capital Management LLC
1,089$120.1K0.0%CoreLowManchester, VT2026-10-22
Capital Investment Advisory Services, LLC
1,084$119.5K0.0%CoreMediumRaleigh, NC2026-10-30
AlphaCore Capital LLC
901$99.3K0.0%ETFLowLa Jolla, CA2026-11-04
Rossmore Private Capital
880$97.0K0.0%CoreLowGlastonbury, CT2026-10-27
First United Bank & Trust
871$96.1K0.0%CoreLowOakland, MD2026-10-22
Rydar Equities, Inc.
860$95.9K0.0%CoreVery LowWeatherford, TX2026-10-13
Financial Consulate, Inc
818$90.2K0.0%ETFLowHunt Valley, MD2026-10-23
Pathway Financial Advisers, LLC
779$85.9K0.0%CoreLowAuburn, IN2026-10-27
First Horizon Corp
754$83.2K0.0%CoreLowMemphis, TN2026-10-26
Golden State Wealth Management, LLC
743$82.0K0.0%ETFMediumSanta Ana, CA2026-11-02
Pacific Center for Financial Services
709$78.2K0.0%ETFMediumDanville, CA2026-10-15
Abound Wealth Management
695$76.7K0.0%ETFVery LowFranklin, TN2026-10-26
Sage Mountain Advisors LLC
695$76.6K0.0%ETFLowAtlanta, GA2026-11-02
Buck Wealth Strategies, LLC
678$74.8K0.0%ValueMediumDenver, CO2026-10-28
Finley Financial, LLC
640$70.7K0.0%ETFVery LowLas Vegas, NV2026-10-28
IMG Wealth Management, Inc.
617$68.0K0.0%ETFMediumJacksonville, FL2026-10-27
Morton Brown Family Wealth, LLC
578$63.7K0.0%ETFVery LowAllentown, PA2026-10-23
Trust Co
572$63.1K0.0%ETFVery LowManhattan, KS2026-10-09
Farmers & Merchants Investments Inc
553$61.0K0.0%CoreVery LowLincoln, NE2026-10-22
Gamma Investing LLC
538$59.3K0.0%IndexVery LowFoster City, CA2026-10-08
Ashurst Perkins Coie Trust Co
512$56.5K0.0%CoreVery LowSeattle, WA2026-10-15
Concord Wealth Partners
511$56.3K0.0%GrowthLowAbingdon, VA2026-11-02
Moisand Fitzgerald Tamayo, LLC
505$55.7K0.0%ETFVery LowOrlando, FL2026-10-15
Vaquero Private Wealth, LTD
488$53.8K0.0%ETFN/ADallas, TX2026-10-27
Arlington Trust Co LLC
480$52.9K0.0%ETFMediumBirmingham, AL2026-10-20
Dhjj Financial Advisors, Ltd.
476$52.5K0.0%ETFVery LowNaperville, IL2026-10-23
Tsfg, LLC
470$520.0%ETFLowLake Forest, IL2026-10-23
Markowski Investments
449$49.5K0.0%ETFN/ATampa, FL2026-10-30
Smallwood Wealth Investment Management, LLC
444$49.1K0.0%ETFVery LowRed Bank, NJ2026-10-30
Oakworth Capital, Inc.
425$46.9K0.0%ETFLowBirmingham, AL2026-10-26
Creative Capital Management Investments LLC
407$44.9K0.0%ETFLowSan Diego, CA2026-10-28
Hickory Point Bank & Trust
400$44.1K0.0%CoreVery LowDecatur, IL2026-10-01
Lanark Financial, Inc.
400$44.1K0.0%CoreMediumBirmingham, AL2026-10-26
Elevation Wealth Partners, LLC
384$42.3K0.0%ETFLowWalnut Creek, CA2026-10-07
Bell Investment Advisors, Inc
375$41.4K0.0%ETFVery LowOrinda, CA2026-10-29
Mogy Joel R Investment Counsel Inc
375$41.4K0.0%GrowthVery LowBeverly Hills, CA2026-10-13
Physician Wealth Advisors, Inc.
356$39.3K0.0%ETFMediumMidvale, UT2026-10-20
Hager Investment Management Services, LLC
322$35.5K0.0%GrowthMediumNew London, NH2026-11-04
DT Investment Partners, LLC
283$31.2K0.0%ETFVery LowChadds Ford, PA2026-10-27
SJS Investment Consulting Inc.
273$30.1K0.0%ETFVery LowSylvania, OH2026-10-26
Harbor Investment Advisory, LLC
254$28.0K0.0%GrowthLowLutherville, MD2026-10-13
Kings Path Partners LLC
249$27.5K0.0%ETFVery LowSugar Land, TX2026-10-21
Evolution Wealth Management Inc.
220$24.3K0.0%ETFMediumFort Myers, FL2026-10-28
Mechanics Financial Corp
217$23.9K0.0%CoreVery LowMansfield, OH2026-11-05
Root Financial Partners, LLC
209$23.0K0.0%ETFMediumEncinitas, CA2026-10-21
Nemes Rush Group LLC
195$21.5K0.0%CoreVery LowNovi, MI2026-11-04
Latitude Advisors, LLC
193$21.3K0.0%ETFLowYorkville, IL2026-10-27
Brown, Lisle Ings, Inc.
185$20.4K0.0%CoreVery LowProvidence, RI2026-10-16
Viewpoint Capital Management LLC
180$19.9K0.0%CoreVery LowSeattle, WA2026-10-27
Angeles Wealth Management, LLC
179$19.7K0.0%ETFLowSanta Monica, CA2026-10-26
Richards, Merrill & Peterson, Inc.
177$19.5K0.0%GrowthLowSpokane, WA2026-10-19
Legacies Wealth LLC
175$19.3K0.0%ETFLowMinnetonka, MN2026-11-02
DecisionPoint Financial, LLC
166$18.3K0.0%ETFVery LowMesa, AZ2026-10-27
Signature Equity Partners, LLC
166$18.3K0.0%GrowthMediumColumbus, OH2026-10-29
Nfsg Corp
165$18.2K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Meriwether Wealth & Planning, LLC
153$16.9K0.0%ETFMediumMinden, LA2026-10-13
Capital Advisors, Ltd. LLC
153$170.0%ETFLowShaker Heights, OH2026-10-27
Wilkerson Advisory Group LLC
153$16.9K0.0%ETFMediumColumbia, MO2026-10-20
Hilton Head Capital Partners, LLC
141$15.5K0.0%CoreMediumHilton Head Island, SC2026-10-23
Tounjian Advisory Partners, LLC
137$15.1K0.0%GrowthHighFort Myers, FL2026-11-04
Chapman Financial Group, LLC
130$14.3K0.0%CoreVery LowHonolulu, HI2026-10-26
Barrett & Company, Inc.
123$13.6K0.0%ETFLowProvidence, RI2026-10-22
City Holding Co
118$13.0K0.0%CoreLowCharleston, WV2026-10-19
Independence Bank of Kentucky
100$11.0K0.0%GrowthLowOwensboro, KY2026-10-26
Gleason Group, Inc.
96$10.6K0.0%ETFVery LowProspect, KY2026-10-15
Bullock Wealth Management Group
96$10.6K0.0%GrowthLowBloomington, IN2026-10-09
Salomon & Ludwin, LLC
93$10.3K0.0%ETFVery LowRichmond, VA2026-10-29
Harbor Asset Planning, Inc.
90$10.0K0.0%ETFVery LowBelmont, MA2026-10-23
Hughes Financial Services, LLC
85$9.9K0.0%ETFLowHerndon, VA2026-10-30
Owl Creek Wealth Partners LLC
82$9.0K0.0%IndexLowGreenwood Village, CO2026-10-20
Olistico Wealth, LLC
72$7.9K0.0%GrowthVery LowTulsa, OK2026-10-05
Caldwell Trust Co
67$7.4K0.0%GrowthLowVenice, FL2026-10-30
Financial Management Professionals, Inc.
54$6.0K0.0%ETFMediumAustin, TX2026-10-23
Next Level Wealth Planning, LLC
52$5.7K0.0%ETFVery LowMeridian, ID2026-10-29
City State Bank
48$5.3K0.0%GrowthVery LowNorwalk, IA2026-10-20
Cullen T Bankers, Inc.
46$5.1K0.0%GrowthLowSan Antonio, TX2026-10-28
Yankcom Partnership
41$4.5K0.0%CoreVery LowYankton, SD2026-10-15
MTM Investment Management, LLC
40$4.4K0.0%CoreVery LowSpartanburg, SC2026-10-30
Valley National Advisers Inc
37$4.1K0.0%ETFLowBethlehem, PA2026-10-23
Halbert Hargrove Global Advisors, LLC
37$4.1K0.0%ETFLowLong Beach, CA2026-10-16
Provenance Wealth Advisors, LLC
34$3.8K0.0%ETFLowFort Lauderdale, FL2026-10-30
Realta Investment Advisors
34$3.8K0.0%GrowthMediumWilmington, DE2026-10-14
Prudent Man Investment Management, Inc.
31$3.4K0.0%ETFVery LowLouisville, CO2026-11-03
Central Pacific Bank - Trust Division
31$3.4K0.0%CoreMediumHonolulu, HI2026-10-06
Kingdom Financial Group Llc.
29$3.2K0.0%ETFMediumPeoria, AZ2026-11-04
Laurel Wealth Advisors LLC
28$3.1K0.0%CoreVery LowCharlotte, NC2026-10-27
Highline Wealth Partners LLC
28$3.1K0.0%ETFMediumSherman Oaks, CA2026-10-19
UMB Private Wealth Management, LLC
26$2.9K0.0%GrowthN/AKansas City, MO2026-10-19
Monetary Solutions, Ltd
23$2.5K0.0%ETFVery LowDayton, OH2026-10-22
Fairscale Capital, LLC
21$2.4K0.0%GrowthVery LowNashua, NH2026-11-04
Murphy & Mullick Capital Management Corp
16$1.8K0.0%GrowthLowSmithtown, NY2026-11-02