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Ishares Core S&P U.S. Growth (IUSG)

CUSIP: 464287671 | NYSE | 1771 institutional holders

Quarters

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

Facet Wealth, Inc.2,410,395
5.9% of portfolio›$467.0M
Blue Trust, Inc.1,803,536
3.7% of portfolio›$349.4M
Kestra Investment Management, LLC1,289,788
4.7% of portfolio›$249.9M
Commonwealth Equity Services, LLC843,747
0.2% of portfolio›$163.5M
Kestra Advisory Services, LLC478,524
0.3% of portfolio›$92.7M
Citizens Financial Group Inc424,581
1.0% of portfolio›$82.3M
Modera Wealth Management, LLC351,853
0.7% of portfolio›$68.2M
Tennessee Valley Asset Management Partners321,893
6.8% of portfolio›$62.4M
Cardinal Strategic Wealth Guidance291,291
12.7% of portfolio›$56.4M
Ddfg, Inc259,264
9.9% of portfolio›$50.2M
Concurrent Investment Advisors, LLC237,031
0.3% of portfolio›$45.9M
Charles Schwab Trust Co234,363
2.6% of portfolio›$45.4M
Veracity Capital LLC228,843
11.9% of portfolio›$44.3M
Aspen Wealth Management LLC223,087
6.9% of portfolio›$43.2M
Voisard Asset Management Group, Inc.223,003
8.0% of portfolio›$43.2M
Cutler Investment Counsel LLC190,280
3.5% of portfolio›$36.9M
CX Institutional159,903
0.8% of portfolio›$31.0K
Alliance Private Wealth, LLC142,888
10.3% of portfolio›$27.7M
Atria Investments, Inc136,066
0.3% of portfolio›$26.4M
Spire Wealth Management134,621
0.8% of portfolio›$26.1M
Hudock, Inc.128,299
3.1% of portfolio›$24.9M
Founders Financial Securities LLC126,869
1.2% of portfolio›$24.6M
Cambridge Investment Research Advisors, Inc.122,083
0.0% of portfolio›$23.7K
Foundry Financial Group, Inc.121,061
9.7% of portfolio›$23.5M
Doliver Advisors, LP120,602
5.1% of portfolio›$23.4M
Elevation Wealth Partners, LLC118,622
6.5% of portfolio›$23.0M
Waldron Private Wealth LLC113,740
0.8% of portfolio›$22.0M
PCA Investment Advisory Services Inc.98,081
5.2% of portfolio›$19.0M
Canvas Wealth Advisors, LLC97,236
2.4% of portfolio›$18.3M
Mascoma Wealth Management LLC90,258
3.2% of portfolio›$17.5M
Roberts Financial Services LLC87,701
5.0% of portfolio›$17.0M
Financial Council, LLC85,728
5.2% of portfolio›$16.6M
Creative Planning84,705
0.0% of portfolio›$16.4M
VestGen Advisors, LLC80,938
0.5% of portfolio›$15.7M
Allspring Global Investments Holdings, LLC76,859
0.0% of portfolio›$14.9M
Wealth Enhancement Advisory Services, LLC75,382
0.0% of portfolio›$14.8M
Stevens Capital Partners75,324
2.5% of portfolio›$14.6M
Ironwood Wealth Management, Inc.75,042
6.2% of portfolio›$14.7M
Cosner Financial Group, LLC68,735
7.0% of portfolio›$13.3M
TD Private Client Wealth LLC68,478
0.2% of portfolio›$13.3M
Kestra Private Wealth Services, LLC66,989
0.1% of portfolio›$13.0M
Global Strategic Investment Solutions, LLC63,942
1.1% of portfolio›$12.4M
BOS Asset Management, LLC59,795
2.7% of portfolio›$11.6M
Ackerman Capital Advisors, LLC56,734
2.1% of portfolio›$11.0M
Phoenix Wealth Advisors48,787
2.9% of portfolio›$9.5M
Perigon Wealth Management, LLC48,471
0.1% of portfolio›$9.4M
Motive Wealth Advisors46,818
3.6% of portfolio›$9.1M
Legacy Solutions, LLC45,681
6.8% of portfolio›$8.9M
Spectrum Wealth Advisory Group, LLC45,456
2.5% of portfolio›$8.8M
Park Avenue Securities LLC45,371
0.0% of portfolio›$8.8K
Merkkuri Wealth Advisors LLC43,507
5.2% of portfolio›$8.4M
Investment Advisory Services Inc41,442
2.3% of portfolio›$8.0M
Able Wealth Management LLC40,571
1.8% of portfolio›$8.0M
Amplius Wealth Advisors, LLC40,344
0.5% of portfolio›$7.8M
Parsons Capital Management Inc39,679
0.3% of portfolio›$7.7M
Endowment Wealth Management, Inc.38,066
2.5% of portfolio›$7.4M
Old Mission Investment Co LLC35,555
1.4% of portfolio›$6.9M
Diversify Wealth Management, LLC35,415
0.1% of portfolio›$6.8M
Diversify Advisory Services, LLC35,415
0.1% of portfolio›$6.8M
Truist Financial Corp35,152
0.0% of portfolio›$6.8M
Rooted Wealth Advisors, Inc.34,793
1.6% of portfolio›$6.5M
First Heartland Consultants, Inc.34,215
0.4% of portfolio›$6.6M
Mcdonald Partners LLC32,000
1.5% of portfolio›$6.2M
1900 Wealth Management LLC31,405
0.3% of portfolio›$6.1M
Cornell Pochily Investment Advisors, Inc.31,057
1.6% of portfolio›$6.0M
Lido Advisors, LLC31,041
0.0% of portfolio›$6.0M
Ascentis Wealth Management, LLC30,147
1.0% of portfolio›$5.8M
Neumann Capital Management, LLC29,896
1.5% of portfolio›$5.8M
OpenArc Corporate Advisory, LLC29,769
0.1% of portfolio›$5.8M
Flagship Private Wealth, LLC29,267
2.0% of portfolio›$5.7M
Garde Capital, Inc.29,075
0.3% of portfolio›$5.6M
Midwest Trust Co28,702
0.1% of portfolio›$5.6M
Columbus Macro, LLC28,587
0.5% of portfolio›$5.5M
Aspiriant, LLC28,293
0.1% of portfolio›$5.5M
Independence Financial Advisors, LLC27,672
1.3% of portfolio›$5.4M
Fortress Financial Group, LLC27,527
2.6% of portfolio›$5.3M
HB Wealth Management, LLC25,508
0.0% of portfolio›$4.9M
Omega Financial Group, LLC24,960
1.5% of portfolio›$4.8M
Wall Capital Group, Inc.24,913
4.0% of portfolio›$4.8M
Independent Financial Group, LLC24,860
0.1% of portfolio›$4.8M
Prospera Financial Services Inc24,240
0.1% of portfolio›$4.5M
Valpey Financial Services, LLC22,926
2.7% of portfolio›$4.4M
Americana Partners, LLC22,860
0.1% of portfolio›$4.4M
TD Waterhouse Canada Inc.22,711
0.0% of portfolio›$4.4M
RFG Advisory, LLC22,635
0.1% of portfolio›$4.4M
Golden State Wealth Management, LLC22,598
0.4% of portfolio›$4.4M
William Howard & Co Financial Advisors Inc22,566
3.5% of portfolio›$4.4M
Bailard, Inc.22,399
0.1% of portfolio›$4.3M
Vise Technologies, Inc.22,345
0.0% of portfolio›$4.3M
Trek Financial, LLC21,861
0.2% of portfolio›$4.2M
Colorado Capital Management, Inc.21,034
0.0% of portfolio›$4.1K
Bulwark Capital Corp20,663
2.1% of portfolio›$4.0M
D.A. Davidson & Co.19,700
0.0% of portfolio›$3.8M
Eagle Strategies LLC19,061
0.4% of portfolio›$3.7M
Mlp3, LLC18,479
3.1% of portfolio›$3.6M
Caliber Wealth Management, LLC / KS18,130
0.3% of portfolio›$3.5M
Private Trust Co NA17,842
0.3% of portfolio›$3.5M
New Wave Wealth Advisors LLC17,550
0.9% of portfolio›$3.5M
Jamison Private Wealth Management, Inc.17,076
0.3% of portfolio›$3.3M
Wealthcare Advisory Partners LLC16,917
0.1% of portfolio›$3.3M
Valley Forge Investment Consultants Inc ADV16,885
0.8% of portfolio›$3.3M
TriaGen Wealth Management LLC16,431
0.8% of portfolio›$3.2M
Sigma Planning Corp16,246
0.1% of portfolio›$3.1M
Provenance Wealth Advisors, LLC15,280
0.2% of portfolio›$3.0M
Oppenheimer & Co Inc14,901
0.0% of portfolio›$2.9M
Arwa LLC14,850
1.1% of portfolio›$2.9M
Watchman Group, Inc.14,796
0.7% of portfolio›$2.9M
Elevation Point Wealth Partners, LLC14,430
0.0% of portfolio›$2.8M
Brighton Jones LLC14,219
0.0% of portfolio›$2.8M
Columbia Advisory Partners LLC14,190
1.5% of portfolio›$2.7M
Crestwood Advisors Group, LLC13,973
0.0% of portfolio›$2.7M
GC Wealth Management RIA, LLC13,912
0.1% of portfolio›$2.7M
Farther Finance Advisors, LLC13,805
0.0% of portfolio›$2.7M
PFG Advisors13,775
0.1% of portfolio›$2.7M
MGO One Seven LLC13,350
0.0% of portfolio›$2.6M
Flagship Harbor Advisors, LLC13,056
0.1% of portfolio›$2.5M
Keenan, LLC13,001
1.7% of portfolio›$2.5M
Citigroup Inc12,719
0.0% of portfolio›$2.5M
Ashton Thomas Securities, LLC12,605
0.3% of portfolio›$2.4M
Navigation Group, LLC12,419
0.5% of portfolio›$2.4M
BCS Wealth Management12,303
0.4% of portfolio›$2.4M
White Lighthouse Investment Management Inc.12,273
0.3% of portfolio›$2.4M
M Holdings Securities, Inc.12,269
0.0% of portfolio›$2.2K
Robinson Smith Wealth Advisors LLC11,772
1.4% of portfolio›$2.3M
RFG - Bristol Wealth Advisors, LLC11,712
0.5% of portfolio›$2.3M
Sterling Investment Counsel, LLC11,686
0.5% of portfolio›$2.3M
Uptick Partners, LLC11,514
0.3% of portfolio›$2.2M
Kingswood Wealth Advisors, LLC11,499
0.1% of portfolio›$2.2M
GSG Advisors LLC11,317
0.5% of portfolio›$2.2M
Apella Capital, LLC11,227
0.0% of portfolio›$2.2M
Beam Wealth Advisors, Inc.11,154
0.5% of portfolio›$2.2M
Victory Financial Group, LLC11,066
0.2% of portfolio›$2.1M
St. Clair Advisors, LLC11,054
0.5% of portfolio›$2.1M
NBT Bank, N.A.10,945
0.1% of portfolio›$2.1M
Hubbell Strickland Wealth Management, LLC10,222
0.7% of portfolio›$2.0M
Presilium Private Wealth, LLC9,984
0.3% of portfolio›$1.9M
YHB Investment Advisors, Inc.9,982
0.1% of portfolio›$1.9M
South Shore Capital Advisors9,926
1.3% of portfolio›$2.0M
Heritage Wealth Management, Inc.9,418
0.6% of portfolio›$1.8M
Trilogy Capital Inc.9,259
0.1% of portfolio›$1.8M
Patten & Patten Inc9,210
0.1% of portfolio›$1.8M
Investors Research Corp9,164
0.3% of portfolio›$1.8M
Barnes Dennig Private Wealth Management LLC9,092
1.5% of portfolio›$1.8M
Parallel Advisors, LLC9,027
0.0% of portfolio›$1.7M
Catalyst Private Wealth, LLC8,980
0.7% of portfolio›$1.7M
EverSource Wealth Advisors, LLC8,739
0.1% of portfolio›$1.7M
Sweeney & Michel, LLC8,671
0.4% of portfolio›$1.7M
High Point Wealth Management, LLC8,269
1.3% of portfolio›$1.6M
Benchmark Financial Wealth Advisors, LLC8,229
0.4% of portfolio›$1.6M
Vaughan & Co Securities, Inc.8,140
0.7% of portfolio›$1.6M
Symphony Financial, Ltd. Co.8,085
0.1% of portfolio›$1.6M
Total Clarity Wealth Management, Inc.7,984
0.3% of portfolio›$1.5M
Silverlake Wealth Management LLC7,976
0.3% of portfolio›$1.5M
American State Bank (Iowa)7,959
0.6% of portfolio›$1.5M
Chicago Partners Investment Group LLC7,798
0.0% of portfolio›$1.5M
Wealth Management Partners, LLC7,796
0.4% of portfolio›$1.5M
Carlton Hofferkamp & Jenks Wealth Management, LLC7,784
0.5% of portfolio›$1.5M
Diversified Enterprises, LLC7,662
0.1% of portfolio›$1.5M
Apollon Financial, LLC7,536
0.2% of portfolio›$1.5M
Innovative Wealth Building LLC7,525
0.8% of portfolio›$1.5M
One Day In July LLC7,339
0.1% of portfolio›$1.4M
Ashton Thomas Private Wealth, LLC7,243
0.0% of portfolio›$1.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management7,122
0.0% of portfolio›$1.4M
B. Riley Wealth Advisors, Inc.7,086
0.1% of portfolio›$1.4M
SeaCrest Wealth Management, LLC7,059
0.2% of portfolio›$1.4M
Ullmann Wealth Partners Group, LLC7,034
0.1% of portfolio›$1.4M
Inscription Capital, LLC7,000
0.1% of portfolio›$1.4M
TL Private Wealth6,951
0.5% of portfolio›$1.4M
Ipswich Investment Management Co., Inc.6,766
0.3% of portfolio›$1.3M
Burns Matteson Capital Management, LLC6,735
0.5% of portfolio›$1.3M
Integrated Advisors Network LLC6,689
0.1% of portfolio›$1.3M
Matauro, LLC6,655
0.2% of portfolio›$1.3M
Weil Company, Inc.6,636
0.2% of portfolio›$1.3M
MLG Wealth Management DBA Pine Grove Financial Group6,630
0.1% of portfolio›$1.3M
Sapient Capital LLC6,608
0.0% of portfolio›$1.3M
Meridian Financial Advisors, LLC6,574
0.6% of portfolio›$1.3M
Financial Partners Group, Inc6,510
0.1% of portfolio›$1.3M
Venture Visionary Partners LLC6,479
0.0% of portfolio›$1.3M
Intrua Financial, LLC6,466
0.1% of portfolio›$1.3M
Grey Fox Wealth Advisors, LLC6,362
0.2% of portfolio›$1.2M
Droms Strauss Advisors Inc6,345
0.3% of portfolio›$1.2M
Verus Capital Partners, LLC6,323
0.1% of portfolio›$1.2M
Westco Advisory Services Inc6,221
0.7% of portfolio›$1.2M
XML Financial, LLC6,219
0.1% of portfolio›$1.2M
Meridian Wealth Management, LLC6,043
0.0% of portfolio›$1.2M
Private Wealth Partners, LLC6,028
0.1% of portfolio›$1.2M
Visionary Wealth Advisors6,012
0.0% of portfolio›$1.2M
Schmidt P J Investment Management Inc6,000
0.2% of portfolio›$1.2M
NTV Asset Management LLC5,872
0.1% of portfolio›$1.1M
Twelve Points Wealth Management LLC5,868
0.2% of portfolio›$1.1M
Titleist Asset Management, LLC5,772
0.1% of portfolio›$1.1M
Y-Intercept (Hong Kong) Ltd5,704
0.0% of portfolio›$1.1M
Tctc Holdings, LLC5,699
0.0% of portfolio›$1.1M
Compass Financial Management LLC5,668
0.1% of portfolio›$1.1M
Fifth Third Securities, Inc.5,649
0.1% of portfolio›$1.1M
United Advisor Group, LLC5,631
0.1% of portfolio›$1.1M
WealthSpring Partners, LLC5,621
1.2% of portfolio›$1.1M
OAK Ridge Investments LLC5,582
0.1% of portfolio›$1.1M
One Way Holdings LLC5,406
0.0% of portfolio›$1.0M
MidAtlantic Capital Management, Inc.5,394
0.6% of portfolio›$1.0M
Boyd Wealth Management, LLC5,366
0.4% of portfolio›$1.0M
Verdence Capital Advisors LLC5,295
0.0% of portfolio›$1.0M
Patriot Financial Group Insurance Agency, LLC5,253
0.1% of portfolio›$1.0M
Choreo, LLC5,247
0.0% of portfolio›$1.0M
Wealth Quarterback LLC5,132
0.3% of portfolio›$994.4K
Hoxton Planning & Management, LLC5,019
0.2% of portfolio›$972.4K
Ulland Investment Advisors, LLC5,005
0.0% of portfolio›$970
Mitchell Capital Management Co5,000
0.2% of portfolio›$968.8K
FC Advisory LLC4,990
0.3% of portfolio›$966.8K
Forte Asset Management LLC4,949
0.4% of portfolio›$958.9K
Pinnacle Wealth Planning Services, Inc.4,925
0.1% of portfolio›$954.2K
Integrated Wealth Management4,900
0.9% of portfolio›$949.4K
Insight Wealth Strategies, LLC4,892
0.1% of portfolio›$947.9K
Kaizen Financial Strategies4,652
0.4% of portfolio›$901.3K
Weaver Consulting Group4,634
0.2% of portfolio›$897.8K
Axxcess Wealth Management, LLC4,618
0.0% of portfolio›$894.7K
Bennett Selby Investments LP4,585
0.3% of portfolio›$888.3K
Simplicity Wealth,LLC4,544
0.0% of portfolio›$880.5K
Annex Advisory Services, LLC4,502
0.0% of portfolio›$872.3K
Leonard Rickey Investment Advisors P.L.L.C.4,410
0.1% of portfolio›$854.5K
Worth Financial Advisory Group, LLC4,365
0.3% of portfolio›$845.7K
Legacy Private Trust Co.4,330
0.0% of portfolio›$838.9K
Calamos Wealth Management LLC4,171
0.0% of portfolio›$808.1K
Smith Salley Wealth Management4,114
0.0% of portfolio›$797.2K
Soltis Investment Advisors LLC3,871
0.0% of portfolio›$750.1K
Thayer Financial, L.L.C.3,855
0.7% of portfolio›$748.6K
Moneywise, Inc.3,735
0.7% of portfolio›$723.7K
Beaumont Financial Advisors, LLC3,678
0.0% of portfolio›$712.7K
Greenleaf Trust3,676
0.0% of portfolio›$712.2K
Stone Summit Wealth LLC3,661
0.2% of portfolio›$709.3K
55 North Private Wealth, LLC3,661
0.1% of portfolio›$709.4K
KFG LLC3,622
0.5% of portfolio›$701.8K
Bright Futures Wealth Management, Llc.3,541
0.5% of portfolio›$686.1K
Trust Co of Vermont3,521
0.0% of portfolio›$682.2K
Melone Private Wealth, LLC3,506
0.3% of portfolio›$679.2K
Collective Family Office LLC3,453
0.1% of portfolio›$669.0K
First City Capital Management, Inc.3,441
0.3% of portfolio›$666.6K
Peterson Wealth Advisors, LLC3,407
0.1% of portfolio›$660.2K
Norden Group LLC3,360
0.0% of portfolio›$651.0K
Elevatus Welath Management3,334
0.2% of portfolio›$645.9K
Valeo Financial Advisors, LLC3,324
0.0% of portfolio›$644.1K
Avior Wealth Management, LLC3,245
0.0% of portfolio›$628.6K
Altfest L J & Co Inc3,243
0.1% of portfolio›$628.3K
Novem Group3,167
0.1% of portfolio›$613.7K
Dagco, Inc.3,121
0.1% of portfolio›$604.7K
Shum Financial Group, Inc.3,107
0.3% of portfolio›$602.0K
Davenport & Co LLC3,009
0.0% of portfolio›$583.0K
Fiduciary Alliance LLC2,996
0.0% of portfolio›$580.5K
Bernardo Wealth Planning LLC2,994
0.0% of portfolio›$580.1K
Keybank National Association2,991
0.0% of portfolio›$579.5K
Premier Path Wealth Partners, LLC2,987
0.1% of portfolio›$578.7K
Forvis Mazars Wealth Advisors, LLC2,982
0.0% of portfolio›$577.8K
RPG Investment Advisory, LLC2,956
0.1% of portfolio›$572.7K
StoneX Group Inc.2,955
0.0% of portfolio›$558.7K
Armbruster Capital Management, Inc.2,900
0.1% of portfolio›$561.9K
Magnus Financial Group LLC2,861
0.0% of portfolio›$554.3K
Ascentis Independent Advisors2,859
0.0% of portfolio›$554.4K
KFA Private Wealth Group, LLC2,829
0.1% of portfolio›$548.2K
IFP Advisors, Inc2,812
0.0% of portfolio›$544.8K
Financial Planning Hawaii, Inc.2,785
0.3% of portfolio›$539.6K
Brookstone Capital Management2,683
0.0% of portfolio›$519.8K
Denver PWM, LLC2,636
0.2% of portfolio›$510.8K
True Private Wealth Advisors2,635
0.0% of portfolio›$510.6K
Plante Moran Financial Advisors, LLC2,615
0.0% of portfolio›$506.7K
Northside Capital Management, LLC2,570
0.0% of portfolio›$497.9K
Fiduciary Financial Group, LLC2,536
0.1% of portfolio›$491.4K
HUB Investment Partners, LLC2,511
0.0% of portfolio›$486.5K
FF Advisors,LLC2,510
0.2% of portfolio›$486.3K
Apollon Wealth Management, LLC2,482
0.0% of portfolio›$480.9K
Frederick Financial Consultants, LLC2,480
0.2% of portfolio›$480.5K
GenWealth Group, Inc.2,468
0.1% of portfolio›$478.2K
Signaturefd, LLC2,453
0.0% of portfolio›$475.3K
Allen Capital Group, LLC2,443
0.0% of portfolio›$473.3K
Wilmington Savings Fund Society, FSB2,425
0.0% of portfolio›$469.8K
Birchwood Financial Partners, Inc.2,415
0.3% of portfolio›$467.9K
Colonial River Investments, LLC2,414
0.1% of portfolio›$467.7K
Key FInancial Inc2,400
0.1% of portfolio›$465.0K
Element Pointe Advisors, LLC2,373
0.1% of portfolio›$459.8K
Williams Jones Wealth Management, Llc.2,341
0.0% of portfolio›$453.6K
Financial Management Network Inc2,286
0.1% of portfolio›$448.4K
Cannon Financial Strategists, Inc.2,253
0.0% of portfolio›$436.4K
Assetmark, Inc2,251
0.0% of portfolio›$436.1K
Sowell Financial Services LLC2,195
0.0% of portfolio›$425.3K
Family Legacy Financial Solutions, LLC2,190
0.2% of portfolio›$424.3K
CWA Asset Management Group, LLC2,187
0.0% of portfolio›$423.7K
West Branch Capital LLC2,178
0.1% of portfolio›$422.0K
Greenwood Gearhart LLC2,171
0.0% of portfolio›$420.6K
Centurion Wealth Management LLC2,155
0.1% of portfolio›$417.5K
Echo45 Advisors LLC2,113
0.2% of portfolio›$409.4K
Connecticut Wealth Management, LLC2,098
0.0% of portfolio›$406.5K
Financial Perspectives, Inc2,074
0.1% of portfolio›$401.8K
Onyx Bridge Wealth Group LLC2,066
0.0% of portfolio›$400.3K
Summit Global Investments2,058
0.0% of portfolio›$399
Community Financial Services Group, LLC2,057
0.1% of portfolio›$399.4K
Instrumental Wealth, LLC2,051
0.2% of portfolio›$397.3K
Indiana Trust & Investment Management Co2,033
0.1% of portfolio›$393.9K
Crescent Grove Advisors, LLC2,010
0.0% of portfolio›$389.5K
LEE Danner & Bass Inc2,010
0.0% of portfolio›$389.4K
Oak Asset Management, LLC1,992
0.1% of portfolio›$386.0K
Garrett Wealth Advisory Group, LLC1,981
0.1% of portfolio›$383.9K
MCF Advisors LLC1,963
0.0% of portfolio›$380.3K
Prime Capital Investment Advisors, LLC1,961
0.0% of portfolio›$379.9K
Old National Bancorp1,933
0.0% of portfolio›$374.5K
SAX Wealth Advisors, LLC1,925
0.0% of portfolio›$372.9K
Integrity Alliance, Llc.1,924
0.0% of portfolio›$372.9K
Leisure Capital Management1,924
0.1% of portfolio›$372.8K
Kroeger Financial Partners1,899
0.4% of portfolio›$367.9K
tru Independence LLC1,859
0.2% of portfolio›$360.1K
Woodmont Investment Counsel LLC1,848
0.0% of portfolio›$358.1K
Claro Advisors Inc.1,847
0.0% of portfolio›$357.8K
Parkway Wealth Management Group, LLC1,845
0.0% of portfolio›$357.5K
Goldstein Advisors, LLC1,840
0.0% of portfolio›$356.5K
Albion Financial Group1,837
0.0% of portfolio›$355.9K
Heritage Family Offices, LLP1,785
0.1% of portfolio›$345.8K
Wesbanco Bank Inc1,771
0.0% of portfolio›$343.1K
Country Trust Bank1,762
0.0% of portfolio›$341.4K
Avantax Planning Partners, Inc.1,761
0.0% of portfolio›$341.2K
Tritonpoint Wealth, LLC1,758
0.0% of portfolio›$340.6K
Legacy Advisors, LLC1,745
0.0% of portfolio›$338.1K
SFG Wealth Management, Llc.1,741
0.1% of portfolio›$337.3K
Courier Capital LLC1,731
0.0% of portfolio›$335.4K
Investment Partners, Ltd.1,730
0.1% of portfolio›$335.2K
AlphaCore Capital LLC1,721
0.0% of portfolio›$333.4K
Hoey Investments, Inc1,700
0.0% of portfolio›$329.4K
Braeburn Wealth Management LLC1,698
0.1% of portfolio›$329.0K
Fingerlakes Wealth Management, Inc.1,693
0.2% of portfolio›$328.0K
Avidian Wealth Enterprises, LLC1,687
0.0% of portfolio›$326.8K
Csenge Advisory Group1,686
0.0% of portfolio›$326.6K
Flagstar Securities, Inc1,685
0.1% of portfolio›$326.5K
Opinicus Capital, Inc.1,679
0.2% of portfolio›$325.2K
Revolve Wealth Partners, LLC1,674
0.0% of portfolio›$324.4K
Sage Mountain Advisors LLC1,670
0.0% of portfolio›$323.6K
KWB Wealth1,656
0.0% of portfolio›$320.8K
Salem Investment Counselors Inc1,643
0.0% of portfolio›$318.3K
Acropolis Investment Management, LLC1,642
0.0% of portfolio›$318.2K
Castle Rock Wealth Management, LLC1,640
0.1% of portfolio›$326.6K
Brandywine OAK Private Wealth LLC1,631
0.0% of portfolio›$316.0K
Altiora Financial Group, LLC1,627
0.1% of portfolio›$315.2K
Mission Wealth Management, LP1,626
0.0% of portfolio›$315.1K
Barrett & Company, Inc.1,624
0.1% of portfolio›$314.7K
Elevation Wealth Management LLC1,620
0.2% of portfolio›$313.9K
Verum Partners LLC1,617
0.1% of portfolio›$313.3K
Global Assets Advisory, LLC1,602
0.1% of portfolio›$316.9K
MassMutual Private Wealth & Trust, FSB1,600
0.0% of portfolio›$310.0K
Horst & Graben Wealth Management LLC1,592
0.0% of portfolio›$308.5K
SteelPeak Wealth, LLC1,567
0.0% of portfolio›$303.5K
MTM Investment Management, LLC1,530
0.1% of portfolio›$296.4K
DT Investment Partners, LLC1,528
0.0% of portfolio›$296.1K
Hamilton Capital, LLC1,527
0.0% of portfolio›$296.0K
AWM Capital, LLC1,513
0.0% of portfolio›$293.2K
Blankinship & Foster, LLC1,504
0.1% of portfolio›$291.4K
New England Private Wealth Advisors LLC1,503
0.0% of portfolio›$291.1K
Capital Investment Advisors, LLC1,491
0.0% of portfolio›$288.8K
Foguth Wealth Management, Llc.1,482
0.0% of portfolio›$280.6K
Antonelli Financial Advisors, LLC1,454
0.2% of portfolio›$282.0K
Keystone Financial Group, Inc.1,438
0.1% of portfolio›$278.6K
Convergence Financial, LLC1,430
0.0% of portfolio›$277.1K
BAR Harbor Wealth Management1,419
0.0% of portfolio›$274.9K
Dynamic Advisor Solutions LLC1,415
0.0% of portfolio›$274.2K
Verity & Verity, LLC1,414
0.0% of portfolio›$274.0K
Unified Investment Management1,400
0.2% of portfolio›$271.3K
Gerber Kawasaki Wealth & Investment Management1,384
0.0% of portfolio›$268.2K
Visionary Horizons, LLC1,376
0.1% of portfolio›$266.8K
Pinnacle Associates LTD1,373
0.0% of portfolio›$266.1K
First National Trust Co1,366
0.0% of portfolio›$264.7K
Clark Asset Management, LLC1,363
0.0% of portfolio›$264.0K
Seneca Financial Advisors LLC1,357
0.1% of portfolio›$262.9K
InTrack Investment Management Inc1,351
0.1% of portfolio›$261.8K
McAdam, LLC1,346
0.0% of portfolio›$260.8K
Redmond Asset Management, LLC1,342
0.1% of portfolio›$260.0K
Balboa Wealth Partners1,333
0.0% of portfolio›$258.3K
Ehrlich Financial Group1,331
0.1% of portfolio›$257.9K
Embree Financial Group1,290
0.0% of portfolio›$250.0K
DB&C Advisors, LLC1,283
0.3% of portfolio›$248.6K
Benchmark Financial, LLC1,277
0.2% of portfolio›$247.4K
WMG Financial Advisors, LLC1,274
0.1% of portfolio›$239.6K
Griffin Asset Management, Inc.1,268
0.0% of portfolio›$245.7K
PKS Advisory Services, LLC1,268
0.0% of portfolio›$238.6K
Lakeshore Financial Planning, Inc.1,265
0.1% of portfolio›$245.1K
PDS Planning, Inc1,261
0.0% of portfolio›$244.3K
International Assets Investment Management, LLC1,257
0.0% of portfolio›$244.2K
Cornerstone Wealth Group, LLC1,255
0.0% of portfolio›$243.1K
Carret Asset Management, LLC1,252
0.0% of portfolio›$242.6K
Turtle Creek Wealth Advisors, LLC1,234
0.0% of portfolio›$239.1K
Bryn Mawr Trust Advisors, LLC1,232
0.0% of portfolio›$238.7K
Hartmann Taylor Wealth Management, LLC1,231
0.1% of portfolio›$238.5K
Formidable Asset Management, LLC1,215
0.0% of portfolio›$228.5K
Align Financial, LLC1,187
0.1% of portfolio›$230.0K
CoreCap Advisors, LLC1,181
0.0% of portfolio›$228.8K
Finley Financial, LLC1,180
0.1% of portfolio›$229.1K
Palacios Wealth Management, LLC1,180
0.1% of portfolio›$228.6K
Sigma Investment Counselors Inc1,171
0.0% of portfolio›$226.9K
Graham Capital Wealth Management, LLC1,161
0.2% of portfolio›$225.0K
Simon Quick Advisors, LLC1,158
0.0% of portfolio›$224.3K
Moss Adams Wealth Advisors LLC1,146
0.0% of portfolio›$222.0K
Everhart Financial Group, Inc.1,131
0.0% of portfolio›$219.1K
CGN Advisors LLC1,114
0.0% of portfolio›$215.9K
Greenspring Advisors, LLC1,108
0.0% of portfolio›$214.6K
Live Oak Investment Partners1,103
0.1% of portfolio›$213.7K
Ledyard National Bank1,088
0.0% of portfolio›$210.8K
Tableaux LLC1,083
0.1% of portfolio›$209.8K
Weatherly Asset Management L. P.1,067
0.0% of portfolio›$206.7K
Krilogy Financial LLC1,044
0.0% of portfolio›$205.7K
MN Wealth Advisors, LLC1,040
0.1% of portfolio›$201.6K
Cassaday & Co Wealth Management LLC1,030
0.0% of portfolio›$199.6K
Financial Network Wealth Advisors LLC1,014
0.2% of portfolio›$196.5K
Madden Securities Corp974
0.0% of portfolio›$188.7K
Armstrong Advisory Group, Inc892
0.0% of portfolio›$172.8K
Brown, Lisle Ings, Inc.861
0.0% of portfolio›$166.8K
JFS Wealth Advisors, LLC766
0.0% of portfolio›$148.5K
Mather Group, Llc.752
0.0% of portfolio›$145.7K
Independence Bank of Kentucky750
0.0% of portfolio›$145.3K
Capital Investment Advisory Services, LLC694
0.0% of portfolio›$134.5K
Sunrise Financial Services, LLC658
0.1% of portfolio›$127.5K
Parkside Financial Bank & Trust651
0.0% of portfolio›$126.2K
Root Financial Partners, LLC641
0.0% of portfolio›$124.2K
Concord Wealth Partners608
0.0% of portfolio›$117.8K
Abound Wealth Management572
0.0% of portfolio›$110.7K
Jnba Financial Advisors542
0.0% of portfolio›$105.0K
Bokf, NA535
0.0% of portfolio›$103.7K
Gamma Investing LLC533
0.0% of portfolio›$103.3K
First United Bank & Trust520
0.0% of portfolio›$100.8K
Morton Brown Family Wealth, LLC471
0.0% of portfolio›$91.3K
Rydar Equities, Inc.467
0.0% of portfolio›$92.8K
Tsfg, LLC460
0.0% of portfolio›$89
Archer Investment Corp459
0.0% of portfolio›$89.0K
Fairscale Capital, LLC458
0.0% of portfolio›$84.1K
GGM Financial LLC454
0.0% of portfolio›$88.0K
Manchester Capital Management LLC450
0.0% of portfolio›$87.2K
Pacific Center for Financial Services442
0.0% of portfolio›$85.6K
Quest 10 Wealth Builders, Inc.440
0.1% of portfolio›$85.3K
Financial Consulate, Inc438
0.0% of portfolio›$84.9K
Downshift Financial, LLC433
0.0% of portfolio›$83.9K
First Horizon Corp431
0.0% of portfolio›$83.5K
Nemes Rush Group LLC428
0.0% of portfolio›$82.9K
Roxbury Financial LLC387
0.1% of portfolio›$74.9K
Physician Wealth Advisors, Inc.379
0.0% of portfolio›$73.4K
William Mack & Associates, Inc.355
0.0% of portfolio›$68.8K
Key Capital Management, Inc355
0.0% of portfolio›$68.8K
Gleason Group, Inc.344
0.0% of portfolio›$66.6K
Hoese & Co LLP333
0.0% of portfolio›$64.5K
Asset Dedication, LLC305
0.0% of portfolio›$59.1K
DeDora Capital, Inc.296
0.0% of portfolio›$57.4K
Moisand Fitzgerald Tamayo, LLC284
0.0% of portfolio›$55.0K
Beacon Investment Advisory Services, Inc.275
0.0% of portfolio›$53.3K
North Point Portfolio Managers Corp265
0.0% of portfolio›$51.3K
Mogy Joel R Investment Counsel Inc250
0.0% of portfolio›$48.4K
Breakwater Investment Management245
0.0% of portfolio›$47.5K
Latitude Advisors, LLC225
0.0% of portfolio›$43.6K
Foster Dykema Cabot & Partners, LLC211
0.0% of portfolio›$40.9K
Richards, Merrill & Peterson, Inc.207
0.0% of portfolio›$40.1K
LFA - Lugano Financial Advisors SA205
0.0% of portfolio›$39.7K
Hickory Point Bank & Trust200
0.0% of portfolio›$38.8K
Evolution Wealth Management Inc.182
0.0% of portfolio›$35.3K
Mechanics Financial Corp179
0.0% of portfolio›$34.7K
Murphy & Mullick Capital Management Corp174
0.0% of portfolio›$33.7K
Atlantic Edge Private Wealth Management, LLC165
0.0% of portfolio›$32.0K
Creative Financial Designs Inc156
0.0% of portfolio›$30.2K
Wilkerson Advisory Group LLC145
0.0% of portfolio›$28.2K
Halbert Hargrove Global Advisors, LLC145
0.0% of portfolio›$28.1K
Angeles Wealth Management, LLC141
0.0% of portfolio›$27.3K
Signature Resources Capital Management, LLC140
0.0% of portfolio›$27.1K
DecisionPoint Financial, LLC138
0.0% of portfolio›$26.8K
Nfsg Corp137
0.0% of portfolio›$26.6K
Realta Investment Advisors130
0.0% of portfolio›$25.2K
Arlington Trust Co LLC125
0.0% of portfolio›$24.2K
Next Level Wealth Planning, LLC120
0.0% of portfolio›$23.3K
Capital Advisors, Ltd. LLC112
0.0% of portfolio›$22
Dhjj Financial Advisors, Ltd.107
0.0% of portfolio›$20.7K
Decker Retirement Planning Inc.103
0.0% of portfolio›$20.0K
Kingdom Financial Group Llc.103
0.0% of portfolio›$20.0K
Simplex Trading, LLC101
0.0% of portfolio›$19.6K
Owl Creek Wealth Partners LLC101
0.0% of portfolio›$19.6K
Noble Wealth Management PBC100
0.0% of portfolio›$19.4K
GoalVest Advisory LLC92
0.0% of portfolio›$17.8K
Chapman Financial Group, LLC86
0.0% of portfolio›$16.7K
Tounjian Advisory Partners, LLC83
0.0% of portfolio›$16.1K
Hughes Financial Services, LLC71
0.0% of portfolio›$13.4K
IMG Wealth Management, Inc.60
0.0% of portfolio›$11.6K
City Holding Co60
0.0% of portfolio›$11.6K
Pathway Financial Advisers, LLC50
0.0% of portfolio›$9.6K
EPG Wealth Management LLC45
0.0% of portfolio›$8.7K
Signature Equity Partners, LLC44
0.0% of portfolio›$8.5K
Eastern Bank44
0.0% of portfolio›$8.5K
Hazlett, Burt & Watson, Inc.43
0.0% of portfolio›$9
Prudent Man Investment Management, Inc.39
0.0% of portfolio›$7.6K
Yankcom Partnership35
0.0% of portfolio›$6.8K
Team Financial Group, LLC35
0.0% of portfolio›$6.8K
City State Bank30
0.0% of portfolio›$5.8K
Godsey & Gibb, Inc28
0.0% of portfolio›$5.4K
Bullock Wealth Management Group28
0.0% of portfolio›$5.4K
Cullen T Bankers, Inc.27
0.0% of portfolio›$5.2K
James T. Borello RIA26
0.0% of portfolio›$5.0K
Activest Wealth Management25
0.0% of portfolio›$4.8K
Midwest Capital Advisors, LLC25
0.0% of portfolio›$4.9K
Central Pacific Bank - Trust Division22
0.0% of portfolio›$4.3K
Laurel Wealth Advisors LLC16
0.0% of portfolio›$3.1K
Valley National Advisers Inc16
0.0% of portfolio›$3.1K
Triumph Capital Management16
0.0% of portfolio›$3.1K
Clark Wealth Partners15
0.0% of portfolio›$2.9K
UMB Private Wealth Management, LLC15
0.0% of portfolio›$2.9K
Vaquero Private Wealth, LTD8
0.0% of portfolio›$1.6K
Townsend Asset Management Corp7
0.0% of portfolio›$1.4K
Wealth Analytics Partners, LLC5
0.0% of portfolio›$969
Planning Strategies Inc.5
0.0% of portfolio›$969
Fairway Wealth LLC5
0.0% of portfolio›$969
Buck Wealth Strategies, LLC1
0.0% of portfolio›$194
StyleTurnoverLocationFiled
Facet Wealth, Inc.
2,410,395$467.0M5.9%IndexVery LowWest Palm Beach, FL2026-11-04
Blue Trust, Inc.
1,803,536$349.4M3.7%ETFLowBrentwood, TN2026-10-15
Kestra Investment Management, LLC
1,289,788$249.9M4.7%ETFMediumAustin, TX2026-11-04
Commonwealth Equity Services, LLC
843,747$163.5M0.2%ETFLowWaltham, MA2026-11-02
Kestra Advisory Services, LLC
478,524$92.7M0.3%CoreLowAustin, TX2026-11-02
Citizens Financial Group Inc
424,581$82.3M1.0%GrowthLowProvidence, RI2026-10-23
Modera Wealth Management, LLC
351,853$68.2M0.7%ETFVery LowWestwood, NJ2026-10-28
Tennessee Valley Asset Management Partners
321,893$62.4M6.8%ETFLowKnoxville, TN2026-11-03
Cardinal Strategic Wealth Guidance
291,291$56.4M12.7%ETFMediumLouisville, KY2026-11-02
Ddfg, Inc
259,264$50.2M9.9%ETFLowThousand Oaks, CA2026-10-15
Concurrent Investment Advisors, LLC
237,031$45.9M0.3%GrowthMediumTampa, FL2026-10-16
Charles Schwab Trust Co
234,363$45.4M2.6%ETFLowHenderson, NV2026-10-15
Veracity Capital LLC
228,843$44.3M11.9%GrowthLowAtlanta, GA2026-10-08
Aspen Wealth Management LLC
223,087$43.2M6.9%ETFLowFort Worth, TX2026-10-14
Voisard Asset Management Group, Inc.
223,003$43.2M8.0%ETFLowGrand Rapids, MI2026-10-13
Cutler Investment Counsel LLC
190,280$36.9M3.5%CoreLowJacksonville, OR2026-10-28
CX Institutional
159,903$31.0K0.8%CoreMediumAuburn, IN2026-10-02
Alliance Private Wealth, LLC
142,888$27.7M10.3%ETFVery LowNorth Reading, MA2026-10-20
Atria Investments, Inc
136,066$26.4M0.3%CoreMediumCharlotte, NC2026-10-15
Spire Wealth Management
134,621$26.1M0.8%GrowthMediumMclean, VA2026-10-30
Hudock, Inc.
128,299$24.9M3.1%ETFLowWilliamsport, PA2026-10-14
Founders Financial Securities LLC
126,869$24.6M1.2%ETFMediumTowson, MD2026-10-28
Cambridge Investment Research Advisors, Inc.
122,083$23.7K0.0%ETFLowFairfield, IA2026-11-02
Foundry Financial Group, Inc.
121,061$23.5M9.7%ETFLowLaconia, NH2026-10-28
Doliver Advisors, LP
120,602$23.4M5.1%GARPLowHouston, TX2026-10-01
Elevation Wealth Partners, LLC
118,622$23.0M6.5%ETFLowWalnut Creek, CA2026-10-07
Waldron Private Wealth LLC
113,740$22.0M0.8%ETFVery LowBridgeville, PA2026-11-02
PCA Investment Advisory Services Inc.
98,081$19.0M5.2%ETFVery LowCincinnati, OH2026-10-13
Canvas Wealth Advisors, LLC
97,236$18.3M2.4%GrowthLowShawnee, KS2026-11-02
Mascoma Wealth Management LLC
90,258$17.5M3.2%ETFVery LowHanover, NH2026-10-23
Roberts Financial Services LLC
87,701$17.0M5.0%ETFLowMarquette, MI2026-10-23
Financial Council, LLC
85,728$16.6M5.2%ETFVery LowTowson, MD2026-11-02
Creative Planning
84,705$16.4M0.0%IndexVery LowOverland Park, KS2026-11-02
VestGen Advisors, LLC
80,938$15.7M0.5%GrowthMediumChicago, IL2026-10-27
Allspring Global Investments Holdings, LLC
76,859$14.9M0.0%CoreMediumCharlotte, NC2026-11-04
Wealth Enhancement Advisory Services, LLC
75,382$14.8M0.0%CoreLowPlymouth, MN2026-10-13
Stevens Capital Partners
75,324$14.6M2.5%ETFVery LowOmaha, NE2026-10-29
Ironwood Wealth Management, Inc.
75,042$14.7M6.2%ETFVery LowHurricane, WV2026-10-14
Cosner Financial Group, LLC
68,735$13.3M7.0%ETFLowWindsor, CO2026-11-03
TD Private Client Wealth LLC
68,478$13.3M0.2%ETFLowNew York, NY2026-10-28
Kestra Private Wealth Services, LLC
66,989$13.0M0.1%GrowthLowAustin, TX2026-10-30
Global Strategic Investment Solutions, LLC
63,942$12.4M1.1%ETFLowScottsdale, AZ2026-10-16
BOS Asset Management, LLC
59,795$11.6M2.7%ETFLowSpringfield, IL2026-10-09
Ackerman Capital Advisors, LLC
56,734$11.0M2.1%ETFLowDallas, TX2026-10-30
Phoenix Wealth Advisors
48,787$9.5M2.9%CoreLowChapel Hill, NC2026-11-03
Perigon Wealth Management, LLC
48,471$9.4M0.1%GrowthLowSan Francisco, CA2026-10-22
Motive Wealth Advisors
46,818$9.1M3.6%ETFVery LowBirmingham, MI2026-10-26
Legacy Solutions, LLC
45,681$8.9M6.8%ETFLowKennett Square, PA2026-10-07
Spectrum Wealth Advisory Group, LLC
45,456$8.8M2.5%ETFMediumGranite Bay, CA2026-10-29
Park Avenue Securities LLC
45,371$8.8K0.0%ETFMediumNew York, NY2026-10-26
Merkkuri Wealth Advisors LLC
43,507$8.4M5.2%ETFMediumHicksville, NY2026-11-03
Investment Advisory Services Inc
41,442$8.0M2.3%CoreLowThe Woodlands, TX2026-10-27
Able Wealth Management LLC
40,571$8.0M1.8%ETFMediumToms River, NJ2026-10-13
Amplius Wealth Advisors, LLC
40,344$7.8M0.5%ETFLowBlue Bell, PA2026-10-20
Parsons Capital Management Inc
39,679$7.7M0.3%CoreLowProvidence, RI2026-10-28
Endowment Wealth Management, Inc.
38,066$7.4M2.5%ETFMediumAppleton, WI2026-11-03
Old Mission Investment Co LLC
35,555$6.9M1.4%ETFLowTraverse City, MI2026-10-22
Diversify Wealth Management, LLC
35,415$6.8M0.1%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
35,415$6.8M0.1%GrowthLowSandy, UT2026-10-20
Truist Financial Corp
35,152$6.8M0.0%CoreLowCharlotte, NC2026-10-30
Rooted Wealth Advisors, Inc.
34,793$6.5M1.6%ETFLowBourbonnais, IL2026-11-03
First Heartland Consultants, Inc.
34,215$6.6M0.4%ETFMediumLake St. Louis, MO2026-10-08
Mcdonald Partners LLC
32,000$6.2M1.5%CoreLowCleveland, OH2026-11-03
1900 Wealth Management LLC
31,405$6.1M0.3%ETFLowSan Antonio, TX2026-10-13
Cornell Pochily Investment Advisors, Inc.
31,057$6.0M1.6%CoreLowIthaca, NY2026-10-19
Lido Advisors, LLC
31,041$6.0M0.0%GrowthLowLos Angeles, CA2026-11-04
Ascentis Wealth Management, LLC
30,147$5.8M1.0%Agg GrowthLowDallas, TX2026-11-03
Neumann Capital Management, LLC
29,896$5.8M1.5%GrowthVery LowFoster City, CA2026-10-15
OpenArc Corporate Advisory, LLC
29,769$5.8M0.1%GrowthLowAtlanta, GA2026-10-21
Flagship Private Wealth, LLC
29,267$5.7M2.0%ETFLowWoburn, MA2026-11-05
Garde Capital, Inc.
29,075$5.6M0.3%ETFLowSeattle, WA2026-10-29
Midwest Trust Co
28,702$5.6M0.1%CoreLowOverland Park, KS2026-10-22
Columbus Macro, LLC
28,587$5.5M0.5%YieldMediumNew Castle, PA2026-10-14
Aspiriant, LLC
28,293$5.5M0.1%ETFVery LowLos Angeles, CA2026-10-16
Independence Financial Advisors, LLC
27,672$5.4M1.3%ETFMediumFranklin, NH2026-10-08
Fortress Financial Group, LLC
27,527$5.3M2.6%ETFMediumRochester, MN2026-10-21
HB Wealth Management, LLC
25,508$4.9M0.0%IndexVery LowAtlanta, GA2026-10-23
Omega Financial Group, LLC
24,960$4.8M1.5%ETFVery LowSanta Barbara, CA2026-10-29
Wall Capital Group, Inc.
24,913$4.8M4.0%ETFHighPhoenix, AZ2026-10-14
Independent Financial Group, LLC
24,860$4.8M0.1%GrowthLowSan Diego, CA2026-10-13
Prospera Financial Services Inc
24,240$4.5M0.1%CoreMediumDallas, TX2026-11-04
Valpey Financial Services, LLC
22,926$4.4M2.7%ETFVery LowConcord, NH2026-10-30
Americana Partners, LLC
22,860$4.4M0.1%CoreMediumHouston, TX2026-10-28
TD Waterhouse Canada Inc.
22,711$4.4M0.0%CoreLowToronto, Australia2026-10-16
RFG Advisory, LLC
22,635$4.4M0.1%ETFMediumBirmingham, AL2026-11-03
Golden State Wealth Management, LLC
22,598$4.4M0.4%ETFMediumSanta Ana, CA2026-11-02
William Howard & Co Financial Advisors Inc
22,566$4.4M3.5%ETFVery LowMemphis, TN2026-11-04
Bailard, Inc.
22,399$4.3M0.1%GrowthMediumFoster City, CA2026-10-13
Vise Technologies, Inc.
22,345$4.3M0.0%IndexLowNew York, NY2026-10-29
Trek Financial, LLC
21,861$4.2M0.2%ETFHighScottsdale, AZ2026-10-29
Colorado Capital Management, Inc.
21,034$4.1K0.0%ETFVery LowBoulder, CO2026-10-15
Bulwark Capital Corp
20,663$4.0M2.1%ETFMediumFernandina Beach, FL2026-10-13
D.A. Davidson & Co.
19,700$3.8M0.0%CoreLowGreat Falls, MT2026-10-28
Eagle Strategies LLC
19,061$3.7M0.4%ETFLowNew York, NY2026-10-16
Mlp3, LLC
18,479$3.6M3.1%CoreVery LowLinwood, NJ2026-10-22
Caliber Wealth Management, LLC / KS
18,130$3.5M0.3%ETFLowOverland Park, KS2026-11-04
Private Trust Co NA
17,842$3.5M0.3%CoreLowCleveland, OH2026-10-20
New Wave Wealth Advisors LLC
17,550$3.5M0.9%CoreMediumSpringdale, AR2026-10-19
Jamison Private Wealth Management, Inc.
17,076$3.3M0.3%GrowthVery LowMilton, GA2026-10-14
Wealthcare Advisory Partners LLC
16,917$3.3M0.1%ETFLowWest Chester, PA2026-10-21
Valley Forge Investment Consultants Inc ADV
16,885$3.3M0.8%ETFVery LowAudubon, PA2026-11-03
TriaGen Wealth Management LLC
16,431$3.2M0.8%CoreMediumCalabasas, CA2026-10-14
Sigma Planning Corp
16,246$3.1M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Provenance Wealth Advisors, LLC
15,280$3.0M0.2%ETFLowFort Lauderdale, FL2026-10-30
Oppenheimer & Co Inc
14,901$2.9M0.0%CoreLowNew York, NY2026-10-26
Arwa LLC
14,850$2.9M1.1%ETFMediumFort Worth, TX2026-10-21
Watchman Group, Inc.
14,796$2.9M0.7%ETFLowPlano, TX2026-10-16
Elevation Point Wealth Partners, LLC
14,430$2.8M0.0%CoreHighDenver, CO2026-11-05
Brighton Jones LLC
14,219$2.8M0.0%CoreVery LowSeattle, WA2026-11-03
Columbia Advisory Partners LLC
14,190$2.7M1.5%ETFMediumSpokane, WA2026-10-15
Crestwood Advisors Group, LLC
13,973$2.7M0.0%GrowthLowBoston, MA2026-10-27
GC Wealth Management RIA, LLC
13,912$2.7M0.1%GrowthMediumCambridge, MA2026-11-02
Farther Finance Advisors, LLC
13,805$2.7M0.0%IndexLowSan Francisco, CA2026-10-08
PFG Advisors
13,775$2.7M0.1%ETFMediumPhoenix, AZ2026-10-16
MGO One Seven LLC
13,350$2.6M0.0%GrowthLowBeachwood, OH2026-10-28
Flagship Harbor Advisors, LLC
13,056$2.5M0.1%ETFMediumBoston, MA2026-10-26
Keenan, LLC
13,001$2.5M1.7%ETFLowBoston, MA2026-10-23
Citigroup Inc
12,719$2.5M0.0%CoreMediumNew York, NY2026-11-04
Ashton Thomas Securities, LLC
12,605$2.4M0.3%ETFMediumRochester, NY2026-10-26
Navigation Group, LLC
12,419$2.4M0.5%ETFVery LowRedwood City, CA2026-10-28
BCS Wealth Management
12,303$2.4M0.4%ETFVery LowJohnson City, TN2026-11-03
White Lighthouse Investment Management Inc.
12,273$2.4M0.3%ETFVery LowBedford, MA2026-10-21
M Holdings Securities, Inc.
12,269$2.2K0.0%ETFHighPortland, OR2026-11-03
Robinson Smith Wealth Advisors LLC
11,772$2.3M1.4%ETFLowSouth Portland, ME2026-10-22
RFG - Bristol Wealth Advisors, LLC
11,712$2.3M0.5%ETFLowTaunton, MA2026-10-09
Sterling Investment Counsel, LLC
11,686$2.3M0.5%GrowthLowBuffalo, NY2026-10-19
Uptick Partners, LLC
11,514$2.2M0.3%ETFLowNacogdoches, TX2026-11-04
Kingswood Wealth Advisors, LLC
11,499$2.2M0.1%GrowthLowSan Diego, CA2026-10-23
GSG Advisors LLC
11,317$2.2M0.5%ETFVery LowMount Laurel, NJ2026-11-03
Apella Capital, LLC
11,227$2.2M0.0%ETFVery LowWest Hartford, CT2026-10-08
Beam Wealth Advisors, Inc.
11,154$2.2M0.5%ETFMediumCovington, LA2026-11-03
Victory Financial Group, LLC
11,066$2.1M0.2%ETFLowAustin, TX2026-10-27
St. Clair Advisors, LLC
11,054$2.1M0.5%ETFLowMayfield Hts, OH2026-10-13
NBT Bank, N.A.
10,945$2.1M0.1%CoreLowNorwich, NY2026-10-21
Hubbell Strickland Wealth Management, LLC
10,222$2.0M0.7%ETFVery LowNew Orleans, LA2026-10-29
Presilium Private Wealth, LLC
9,984$1.9M0.3%ETFVery LowRadnor, PA2026-10-26
YHB Investment Advisors, Inc.
9,982$1.9M0.1%GrowthLowWest Hartford, CT2026-10-08
South Shore Capital Advisors
9,926$2.0M1.3%CoreMediumCohasset, MA2026-10-20
Heritage Wealth Management, Inc.
9,418$1.8M0.6%ETFLowSan Diego, CA2026-10-27
Trilogy Capital Inc.
9,259$1.8M0.1%ETFMediumIrvine, CA2026-10-20
Patten & Patten Inc
9,210$1.8M0.1%CoreLowChattanooga, TN2026-10-26
Investors Research Corp
9,164$1.8M0.3%ETFLowAtlanta, GA2026-10-07
Barnes Dennig Private Wealth Management LLC
9,092$1.8M1.5%CoreLowCincinnati, OH2026-10-30
Parallel Advisors, LLC
9,027$1.7M0.0%IndexLowSan Francisco, CA2026-11-03
Catalyst Private Wealth, LLC
8,980$1.7M0.7%ETFVery LowSan Mateo, CA2026-10-13
EverSource Wealth Advisors, LLC
8,739$1.7M0.1%CoreMediumBirmingham, AL2026-11-04
Sweeney & Michel, LLC
8,671$1.7M0.4%ETFVery LowChico, CA2026-10-16
High Point Wealth Management, LLC
8,269$1.6M1.3%ETFLowChester, NJ2026-11-05
Benchmark Financial Wealth Advisors, LLC
8,229$1.6M0.4%ETFLowBoca Raton, FL2026-10-20
Vaughan & Co Securities, Inc.
8,140$1.6M0.7%ETFVery LowRidgewood, NJ2026-10-23
Symphony Financial, Ltd. Co.
8,085$1.6M0.1%GrowthLowHouston, TX2026-10-22
Total Clarity Wealth Management, Inc.
7,984$1.5M0.3%ETFMediumSt. Charles, IL2026-10-26
Silverlake Wealth Management LLC
7,976$1.5M0.3%ETFLowWilliston, VT2026-10-21
American State Bank (Iowa)
7,959$1.5M0.6%GrowthVery LowSioux Center, IA2026-11-03
Chicago Partners Investment Group LLC
7,798$1.5M0.0%GARPLowChicago, IL2026-10-27
Wealth Management Partners, LLC
7,796$1.5M0.4%Agg GrowthLowTucson, AZ2026-10-21
Carlton Hofferkamp & Jenks Wealth Management, LLC
7,784$1.5M0.5%ETFLowThe Woodlands, TX2026-10-21
Diversified Enterprises, LLC
7,662$1.5M0.1%ETFVery LowWilmington, DE2026-10-19
Apollon Financial, LLC
7,536$1.5M0.2%ETFVery LowMount Pleasant, SC2026-10-23
Innovative Wealth Building LLC
7,525$1.5M0.8%ETFVery LowCalifornia, MD2026-10-14
One Day In July LLC
7,339$1.4M0.1%ETFVery LowBurlington, VT2026-10-30
Ashton Thomas Private Wealth, LLC
7,243$1.4M0.0%CoreMediumScottsdale, AZ2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
7,122$1.4M0.0%GrowthVery LowSeattle, WA2026-10-27
B. Riley Wealth Advisors, Inc.
7,086$1.4M0.1%GrowthLowMemphis, TN2026-10-13
SeaCrest Wealth Management, LLC
7,059$1.4M0.2%GrowthLowPurchase, NY2026-10-21
Ullmann Wealth Partners Group, LLC
7,034$1.4M0.1%ETFLowJacksonville Beach, FL2026-11-02
Inscription Capital, LLC
7,000$1.4M0.1%GARPMediumHouston, TX2026-11-02
TL Private Wealth
6,951$1.4M0.5%ETFVery LowSouthlake, TX2026-10-13
Ipswich Investment Management Co., Inc.
6,766$1.3M0.3%CoreLowBeverly, MA2026-10-13
Burns Matteson Capital Management, LLC
6,735$1.3M0.5%CoreMediumCorning, NY2026-10-16
Integrated Advisors Network LLC
6,689$1.3M0.1%GrowthMediumDallas, TX2026-10-20
Matauro, LLC
6,655$1.3M0.2%ETFLowNew York, NY2026-11-03
Weil Company, Inc.
6,636$1.3M0.2%ETFLowSan Diego, CA2026-10-14
MLG Wealth Management DBA Pine Grove Financial Group
6,630$1.3M0.1%ETFMediumWoodbury, MN2026-10-13
Sapient Capital LLC
6,608$1.3M0.0%GrowthMediumIndianapolis, IN2026-10-08
Meridian Financial Advisors, LLC
6,574$1.3M0.6%ETFVery LowHolliston, MA2026-10-14
Financial Partners Group, Inc
6,510$1.3M0.1%ETFLowOverland Park, KS2026-10-19
Venture Visionary Partners LLC
6,479$1.3M0.0%CoreLowSylvania, OH2026-10-07
Intrua Financial, LLC
6,466$1.3M0.1%ETFMediumHouston, TX2026-10-28
Grey Fox Wealth Advisors, LLC
6,362$1.2M0.2%ETFLowRockland, DE2026-11-03
Droms Strauss Advisors Inc
6,345$1.2M0.3%ETFLowSt. Louis, MO2026-11-03
Verus Capital Partners, LLC
6,323$1.2M0.1%GrowthLowScottsdale, AZ2026-11-03
Westco Advisory Services Inc
6,221$1.2M0.7%GrowthLowLynbrook, NY2026-10-14
XML Financial, LLC
6,219$1.2M0.1%ETFLowBethesda, MD2026-10-29
Meridian Wealth Management, LLC
6,043$1.2M0.0%GrowthLowLexington, KY2026-11-05
Private Wealth Partners, LLC
6,028$1.2M0.1%GrowthLowMill Valley, CA2026-10-22
Visionary Wealth Advisors
6,012$1.2M0.0%ETFLowO'Fallon, IL2026-11-04
Schmidt P J Investment Management Inc
6,000$1.2M0.2%GrowthVery LowCedarburg, WI2026-11-02
NTV Asset Management LLC
5,872$1.1M0.1%GrowthLowCharleston, WV2026-10-23
Twelve Points Wealth Management LLC
5,868$1.1M0.2%ETFMediumConcord, MA2026-11-03
Titleist Asset Management, LLC
5,772$1.1M0.1%ETFLowSan Antonio, TX2026-10-08
Y-Intercept (Hong Kong) Ltd
5,704$1.1M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Tctc Holdings, LLC
5,699$1.1M0.0%ValueVery LowDallas, TX2026-11-02
Compass Financial Management LLC
5,668$1.1M0.1%CoreN/ATampa, FL2026-10-30
Fifth Third Securities, Inc.
5,649$1.1M0.1%ETFLowCincinnati, OH2026-10-21
United Advisor Group, LLC
5,631$1.1M0.1%ETFLowCincinnati, OH2026-11-03
WealthSpring Partners, LLC
5,621$1.1M1.2%ETFLowLong Beach, CA2026-10-14
OAK Ridge Investments LLC
5,582$1.1M0.1%MomentumMediumChicago, IL2026-10-30
One Way Holdings LLC
5,406$1.0M0.0%CoreMediumFlower Mound, TX2026-10-29
MidAtlantic Capital Management, Inc.
5,394$1.0M0.6%ETFVery LowRichmond, VA2026-11-05
Boyd Wealth Management, LLC
5,366$1.0M0.4%ETFMediumSacramento, CA2026-10-20
Verdence Capital Advisors LLC
5,295$1.0M0.0%CoreMediumHunt Valley, MD2026-10-26
Patriot Financial Group Insurance Agency, LLC
5,253$1.0M0.1%GrowthLowWalpole, MA2026-10-14
Choreo, LLC
5,247$1.0M0.0%IndexLowRockford, IL2026-10-28
Wealth Quarterback LLC
5,132$994.4K0.3%ETFMediumToms River, NJ2026-10-20
Hoxton Planning & Management, LLC
5,019$972.4K0.2%ETFLowShepherdstown, WV2026-10-15
Ulland Investment Advisors, LLC
5,005$9700.0%GrowthVery LowMinneapolis, MN2026-10-13
Mitchell Capital Management Co
5,000$968.8K0.2%MomentumMediumLeawood, KS2026-10-29
FC Advisory LLC
4,990$966.8K0.3%ETFVery LowWest Chester, PA2026-10-05
Forte Asset Management LLC
4,949$958.9K0.4%ETFLowBedford, NY2026-10-13
Pinnacle Wealth Planning Services, Inc.
4,925$954.2K0.1%GARPLowMansfield, OH2026-10-27
Integrated Wealth Management
4,900$949.4K0.9%ETFHighUniontown, OH2026-10-19
Insight Wealth Strategies, LLC
4,892$947.9K0.1%ETFHighSan Ramon, CA2026-10-09
Kaizen Financial Strategies
4,652$901.3K0.4%ETFMediumCampbell, CA2026-10-09
Weaver Consulting Group
4,634$897.8K0.2%ETFLowHuntington Beach, CA2026-10-07
Axxcess Wealth Management, LLC
4,618$894.7K0.0%CoreLowCarlsbad, CA2026-10-21
Bennett Selby Investments LP
4,585$888.3K0.3%CoreVery LowFalmouth, ME2026-10-19
Simplicity Wealth,LLC
4,544$880.5K0.0%ETFLowSummit, NJ2026-10-23
Annex Advisory Services, LLC
4,502$872.3K0.0%GrowthHighBrookfield, WI2026-10-16
Leonard Rickey Investment Advisors P.L.L.C.
4,410$854.5K0.1%ETFLowYakima, WA2026-10-29
Worth Financial Advisory Group, LLC
4,365$845.7K0.3%GrowthVery LowCharlotte, NC2026-10-19
Legacy Private Trust Co.
4,330$838.9K0.0%ETFLowNeenah, WI2026-10-06
Calamos Wealth Management LLC
4,171$808.1K0.0%GrowthMediumNaperville, IL2026-11-02
Smith Salley Wealth Management
4,114$797.2K0.0%GrowthLowGreensboro, NC2026-11-03
Soltis Investment Advisors LLC
3,871$750.1K0.0%CoreMediumSt. George, UT2026-10-28
Thayer Financial, L.L.C.
3,855$748.6K0.7%ETFMediumHickory, NC2026-10-21
Moneywise, Inc.
3,735$723.7K0.7%ETFMediumForest, VA2026-10-30
Beaumont Financial Advisors, LLC
3,678$712.7K0.0%GrowthMediumNeedham, MA2026-10-22
Greenleaf Trust
3,676$712.2K0.0%CoreLowKalamazoo, MI2026-10-29
Stone Summit Wealth LLC
3,661$709.3K0.2%ETFLowMiami, FL2026-10-14
55 North Private Wealth, LLC
3,661$709.4K0.1%ETFLowWinter Park, FL2026-10-20
KFG LLC
3,622$701.8K0.5%ETFN/ARapid City, SD2026-11-02
Bright Futures Wealth Management, Llc.
3,541$686.1K0.5%CoreHighWebster, Ny 14580, NY2026-10-23
Trust Co of Vermont
3,521$682.2K0.0%CoreVery LowBrattleboro, VT2026-10-21
Melone Private Wealth, LLC
3,506$679.2K0.3%ETFMediumAuburn Hills, MI2026-10-16
Collective Family Office LLC
3,453$669.0K0.1%ETFLowYork, PA2026-10-05
First City Capital Management, Inc.
3,441$666.6K0.3%CoreLowSavannah, GA2026-10-27
Peterson Wealth Advisors, LLC
3,407$660.2K0.1%ETFLowOrem, UT2026-10-08
Norden Group LLC
3,360$651.0K0.0%GrowthMediumProvo, UT2026-10-20
Elevatus Welath Management
3,334$645.9K0.2%GrowthHighVictor, NY2026-10-19
Valeo Financial Advisors, LLC
3,324$644.1K0.0%ETFLowCarmel, IN2026-10-08
Avior Wealth Management, LLC
3,245$628.6K0.0%ETFMediumOmaha, NE2026-10-13
Altfest L J & Co Inc
3,243$628.3K0.1%ETFHighNew York, NY2026-10-27
Novem Group
3,167$613.7K0.1%ETFMediumRochester, NY2026-10-19
Dagco, Inc.
3,121$604.7K0.1%ETFVery LowWestlake, OH2026-10-20
Shum Financial Group, Inc.
3,107$602.0K0.3%GrowthVery LowAlameda, CA2026-10-13
Davenport & Co LLC
3,009$583.0K0.0%CoreMediumRichmond, VA2026-10-14
Fiduciary Alliance LLC
2,996$580.5K0.0%CoreMediumGreenville, SC2026-10-13
Bernardo Wealth Planning LLC
2,994$580.1K0.0%ETFVery LowHarleysville, PA2026-10-23
Keybank National Association
2,991$579.5K0.0%CoreLowBrooklyn, OH2026-11-04
Premier Path Wealth Partners, LLC
2,987$578.7K0.1%GrowthMediumMadison, NJ2026-10-16
Forvis Mazars Wealth Advisors, LLC
2,982$577.8K0.0%ETFVery LowSpringfield, MO2026-10-13
RPG Investment Advisory, LLC
2,956$572.7K0.1%GrowthLowPleasanton, CA2026-10-21
StoneX Group Inc.
2,955$558.7K0.0%ETFMediumNew York, NY2026-11-03
Armbruster Capital Management, Inc.
2,900$561.9K0.1%ETFVery LowPittsford, NY2026-10-19
Magnus Financial Group LLC
2,861$554.3K0.0%ETFLowNew York, NY2026-10-21
Ascentis Independent Advisors
2,859$554.4K0.0%ETFLowDallas, TX2026-11-03
KFA Private Wealth Group, LLC
2,829$548.2K0.1%ETFLowTysons, VA2026-10-07
IFP Advisors, Inc
2,812$544.8K0.0%GrowthLowTampa, FL2026-10-16
Financial Planning Hawaii, Inc.
2,785$539.6K0.3%CoreVery LowHonolulu, HI2026-10-13
Brookstone Capital Management
2,683$519.8K0.0%ETFMediumWheaton, IL2026-10-22
Denver PWM, LLC
2,636$510.8K0.2%ETFLowDenver, CO2026-10-22
True Private Wealth Advisors
2,635$510.6K0.0%ETFMediumSalem, OR2026-10-19
Plante Moran Financial Advisors, LLC
2,615$506.7K0.0%ETFVery LowSouthfield, MI2026-11-04
Northside Capital Management, LLC
2,570$497.9K0.0%GARPLowHood River, OR2026-10-13
Fiduciary Financial Group, LLC
2,536$491.4K0.1%ETFLowSan Rafael, CA2026-10-13
HUB Investment Partners, LLC
2,511$486.5K0.0%GrowthLowAustin, TX2026-11-03
FF Advisors,LLC
2,510$486.3K0.2%ETFLowManhattan Beach, CA2026-10-21
Apollon Wealth Management, LLC
2,482$480.9K0.0%GrowthLowMount Pleasant, SC2026-10-23
Frederick Financial Consultants, LLC
2,480$480.5K0.2%ETFVery LowFrederick, MD2026-10-29
GenWealth Group, Inc.
2,468$478.2K0.1%ETFMediumMaplewood, NJ2026-10-16
Signaturefd, LLC
2,453$475.3K0.0%IndexLowAtlanta, GA2026-10-23
Allen Capital Group, LLC
2,443$473.3K0.0%CoreLowGrand Island, NE2026-10-27
Wilmington Savings Fund Society, FSB
2,425$469.8K0.0%CoreLowWilmington, DE2026-10-23
Birchwood Financial Partners, Inc.
2,415$467.9K0.3%ETFVery LowBloomington, MN2026-11-02
Colonial River Investments, LLC
2,414$467.7K0.1%GrowthMediumMidlothian, VA2026-10-19
Key FInancial Inc
2,400$465.0K0.1%ETFLowWest Chester, PA2026-11-02
Element Pointe Advisors, LLC
2,373$459.8K0.1%ETFLowMiami, FL2026-10-21
Williams Jones Wealth Management, Llc.
2,341$453.6K0.0%GrowthLowNew York, NY2026-11-05
Financial Management Network Inc
2,286$448.4K0.1%ETFLowMission Viejo, CA2026-10-09
Cannon Financial Strategists, Inc.
2,253$436.4K0.0%ETFVery LowAthens, GA2026-10-19
Assetmark, Inc
2,251$436.1K0.0%ETFLowConcord, CA2026-10-21
Sowell Financial Services LLC
2,195$425.3K0.0%CoreLowNorth Little Rock, AR2026-10-23
Family Legacy Financial Solutions, LLC
2,190$424.3K0.2%Agg GrowthMediumCary, NC2026-10-07
CWA Asset Management Group, LLC
2,187$423.7K0.0%CoreMediumNaples, FL2026-10-19
West Branch Capital LLC
2,178$422.0K0.1%GrowthVery LowAmherst, MA2026-10-20
Greenwood Gearhart LLC
2,171$420.6K0.0%ETFLowFayetteville, AR2026-11-02
Centurion Wealth Management LLC
2,155$417.5K0.1%ETFMediumMclean, VA2026-10-13
Echo45 Advisors LLC
2,113$409.4K0.2%ETFLowWalnut Creek, CA2026-10-07
Connecticut Wealth Management, LLC
2,098$406.5K0.0%ETFLowFarmington, CT2026-10-13
Financial Perspectives, Inc
2,074$401.8K0.1%GrowthVery LowMinneapolis, MN2026-11-03
Onyx Bridge Wealth Group LLC
2,066$400.3K0.0%ETFMediumTarrytown, NY2026-10-16
Summit Global Investments
2,058$3990.0%CoreMediumBountiful, UT2026-10-28
Community Financial Services Group, LLC
2,057$399.4K0.1%GrowthLowNewport, VT2026-10-15
Instrumental Wealth, LLC
2,051$397.3K0.2%ETFLowTampa, FL2026-10-20
Indiana Trust & Investment Management Co
2,033$393.9K0.1%GrowthLowMishawaka, IN2026-10-22
Crescent Grove Advisors, LLC
2,010$389.5K0.0%ETFLowLake Forest, IL2026-10-21
LEE Danner & Bass Inc
2,010$389.4K0.0%ValueVery LowNashville, TN2026-10-27
Oak Asset Management, LLC
1,992$386.0K0.1%CoreVery LowWestlake Village, CA2026-10-13
Garrett Wealth Advisory Group, LLC
1,981$383.9K0.1%ETFVery LowWeatherford, TX2026-10-22
MCF Advisors LLC
1,963$380.3K0.0%ETFLowLexington, KY2026-10-28
Prime Capital Investment Advisors, LLC
1,961$379.9K0.0%ETFLowOverland Park, KS2026-10-20
Old National Bancorp
1,933$374.5K0.0%CoreLowEvansville, IN2026-10-20
SAX Wealth Advisors, LLC
1,925$372.9K0.0%ETFVery LowParsippany, NJ2026-10-13
Integrity Alliance, Llc.
1,924$372.9K0.0%ETFMediumUrbandale, IA2026-10-29
Leisure Capital Management
1,924$372.8K0.1%CoreLowCosta Mesa, CA2026-11-03
Kroeger Financial Partners
1,899$367.9K0.4%ETFN/AGrass Valley, CA2026-10-19
tru Independence LLC
1,859$360.1K0.2%ETFLowPortland, OR2026-10-20
Woodmont Investment Counsel LLC
1,848$358.1K0.0%GARPVery LowNashville, TN2026-10-29
Claro Advisors Inc.
1,847$357.8K0.0%CoreLowBoston, MA2026-11-02
Parkway Wealth Management Group, LLC
1,845$357.5K0.0%ETFHighPlano, TX2026-10-20
Goldstein Advisors, LLC
1,840$356.5K0.0%ETFMediumMadison, WI2026-10-15
Albion Financial Group
1,837$355.9K0.0%GrowthLowSalt Lake City, UT2026-10-21
Heritage Family Offices, LLP
1,785$345.8K0.1%GrowthHighScottsdale, AZ2026-11-02
Wesbanco Bank Inc
1,771$343.1K0.0%CoreLowWheeling, WV2026-11-04
Country Trust Bank
1,762$341.4K0.0%GrowthLowBloomington, IL2026-10-30
Avantax Planning Partners, Inc.
1,761$341.2K0.0%ETFLowDubuque, IA2026-11-03
Tritonpoint Wealth, LLC
1,758$340.6K0.0%CoreLowChevy Chase, MD2026-10-19
Legacy Advisors, LLC
1,745$338.1K0.0%ETFLowPlymouth Meeting, PA2026-10-19
SFG Wealth Management, Llc.
1,741$337.3K0.1%ETFMediumTowson, MD2026-10-23
Courier Capital LLC
1,731$335.4K0.0%ETFLowBuffalo, NY2026-10-19
Investment Partners, Ltd.
1,730$335.2K0.1%ETFVery LowNew Philadelphia, OH2026-10-29
AlphaCore Capital LLC
1,721$333.4K0.0%ETFLowLa Jolla, CA2026-11-04
Hoey Investments, Inc
1,700$329.4K0.0%Agg GrowthLowCoatesville, PA2026-10-29
Braeburn Wealth Management LLC
1,698$329.0K0.1%ETFMediumMuskegon, MI2026-10-15
Fingerlakes Wealth Management, Inc.
1,693$328.0K0.2%ETFVery LowIthaca, NY2026-11-04
Avidian Wealth Enterprises, LLC
1,687$326.8K0.0%ETFLowHouston, TX2026-10-08
Csenge Advisory Group
1,686$326.6K0.0%ETFMediumClearwater, FL2026-11-04
Flagstar Securities, Inc
1,685$326.5K0.1%ETFVery LowNew York, NY2026-10-15
Opinicus Capital, Inc.
1,679$325.2K0.2%GrowthLowTampa, FL2026-10-28
Revolve Wealth Partners, LLC
1,674$324.4K0.0%ETFVery LowHackensack, NJ2026-10-23
Sage Mountain Advisors LLC
1,670$323.6K0.0%ETFLowAtlanta, GA2026-11-02
KWB Wealth
1,656$320.8K0.0%ETFMediumRedlands, CA2026-10-16
Salem Investment Counselors Inc
1,643$318.3K0.0%GrowthVery LowWinston-Salem, NC2026-10-13
Acropolis Investment Management, LLC
1,642$318.2K0.0%ETFLowSt. Louis, MO2026-10-08
Castle Rock Wealth Management, LLC
1,640$326.6K0.1%GrowthMediumWalnut Creek, CA2026-10-09
Brandywine OAK Private Wealth LLC
1,631$316.0K0.0%ETFVery LowKennett Square, PA2026-10-23
Altiora Financial Group, LLC
1,627$315.2K0.1%ETFLowLebanon, OH2026-11-04
Mission Wealth Management, LP
1,626$315.1K0.0%ETFLowSanta Barbara, CA2026-10-15
Barrett & Company, Inc.
1,624$314.7K0.1%ETFLowProvidence, RI2026-10-22
Elevation Wealth Management LLC
1,620$313.9K0.2%Agg GrowthLowEden Prairie, MN2026-11-02
Verum Partners LLC
1,617$313.3K0.1%ETFLowCharlotte, NC2026-10-21
Global Assets Advisory, LLC
1,602$316.9K0.1%GrowthHighOrlando, FL2026-10-28
MassMutual Private Wealth & Trust, FSB
1,600$310.0K0.0%CoreLowSpringfield, MA2026-10-05
Horst & Graben Wealth Management LLC
1,592$308.5K0.0%ETFMediumPortland, OR2026-11-02
SteelPeak Wealth, LLC
1,567$303.5K0.0%GrowthHighWoodland Hills, CA2026-10-16
MTM Investment Management, LLC
1,530$296.4K0.1%CoreVery LowSpartanburg, SC2026-10-30
DT Investment Partners, LLC
1,528$296.1K0.0%ETFVery LowChadds Ford, PA2026-10-27
Hamilton Capital, LLC
1,527$296.0K0.0%ETFVery LowColumbus, OH2026-10-08
AWM Capital, LLC
1,513$293.2K0.0%ETFLowPhoenix, AZ2026-10-16
Blankinship & Foster, LLC
1,504$291.4K0.1%ETFVery LowSolana Beach, CA2026-10-19
New England Private Wealth Advisors LLC
1,503$291.1K0.0%ETFVery LowWellesley, MA2026-10-19
Capital Investment Advisors, LLC
1,491$288.8K0.0%CoreLowAtlanta, GA2026-10-22
Foguth Wealth Management, Llc.
1,482$280.6K0.0%ETFHighBrighton, MI2026-10-19
Antonelli Financial Advisors, LLC
1,454$282.0K0.2%ETFLowGrosse Pointe, MI2026-10-13
Keystone Financial Group, Inc.
1,438$278.6K0.1%ETFLowAtlanta, GA2026-10-13
Convergence Financial, LLC
1,430$277.1K0.0%ETFMediumColumbia, MO2026-10-27
BAR Harbor Wealth Management
1,419$274.9K0.0%CoreLowConcord, NH2026-10-21
Dynamic Advisor Solutions LLC
1,415$274.2K0.0%ETFLowPhoenix, AZ2026-10-13
Verity & Verity, LLC
1,414$274.0K0.0%YieldLowBeaufort, SC2026-10-23
Unified Investment Management
1,400$271.3K0.2%CoreLowAtlanta, GA2026-10-14
Gerber Kawasaki Wealth & Investment Management
1,384$268.2K0.0%ETFLowSanta Monica, CA2026-10-29
Visionary Horizons, LLC
1,376$266.8K0.1%ETFLowKnoxville, TN2026-10-22
Pinnacle Associates LTD
1,373$266.1K0.0%CoreLowNew York, NY2026-10-20
First National Trust Co
1,366$264.7K0.0%GrowthLowJohnstown, PA2026-10-28
Clark Asset Management, LLC
1,363$264.0K0.0%ETFVery LowStratham, NH2026-10-19
Seneca Financial Advisors LLC
1,357$262.9K0.1%ETFLowRochester, NY2026-10-28
InTrack Investment Management Inc
1,351$261.8K0.1%GrowthMediumSouth Burlington, VT2026-10-15
McAdam, LLC
1,346$260.8K0.0%ETFLowPhiladelphia, PA2026-10-21
Redmond Asset Management, LLC
1,342$260.0K0.1%CoreLowHenrico, VA2026-10-27
Balboa Wealth Partners
1,333$258.3K0.0%Agg GrowthMediumScottsdale, AZ2026-10-20
Ehrlich Financial Group
1,331$257.9K0.1%ETFHighLaguna Niguel, CA2026-10-20
Embree Financial Group
1,290$250.0K0.0%ETFLowChicago, IL2026-10-22
DB&C Advisors, LLC
1,283$248.6K0.3%GrowthVery LowHolland, MI2026-10-26
Benchmark Financial, LLC
1,277$247.4K0.2%ETFVery LowWilmington, DE2026-10-16
WMG Financial Advisors, LLC
1,274$239.6K0.1%ETFLowKnoxville, TN2026-10-28
Griffin Asset Management, Inc.
1,268$245.7K0.0%CoreLowNew York, NY2026-10-22
PKS Advisory Services, LLC
1,268$238.6K0.0%ETFMediumAlbany, NY2026-10-26
Lakeshore Financial Planning, Inc.
1,265$245.1K0.1%ETFLowSt. Clair Shores, MI2026-10-13
PDS Planning, Inc
1,261$244.3K0.0%IndexVery LowDublin, OH2026-11-03
International Assets Investment Management, LLC
1,257$244.2K0.0%CoreVery HighOrlando, FL2026-11-02
Cornerstone Wealth Group, LLC
1,255$243.1K0.0%CoreMediumHuntersville, NC2026-11-02
Carret Asset Management, LLC
1,252$242.6K0.0%CoreVery LowNew York, NY2026-11-04
Turtle Creek Wealth Advisors, LLC
1,234$239.1K0.0%GrowthLowDallas, TX2026-10-15
Bryn Mawr Trust Advisors, LLC
1,232$238.7K0.0%CoreLowPhiladelphia, PA2026-11-04
Hartmann Taylor Wealth Management, LLC
1,231$238.5K0.1%ETFVery LowDallas, TX2026-10-14
Formidable Asset Management, LLC
1,215$228.5K0.0%CoreLowCincinnati, OH2026-11-03
Align Financial, LLC
1,187$230.0K0.1%ETFVery LowHermantown, MN2026-10-16
CoreCap Advisors, LLC
1,181$228.8K0.0%ETFMediumSouthfield, MI2026-10-08
Finley Financial, LLC
1,180$229.1K0.1%ETFVery LowLas Vegas, NV2026-10-28
Palacios Wealth Management, LLC
1,180$228.6K0.1%Agg GrowthVery LowOrmond Beach, FL2026-11-04
Sigma Investment Counselors Inc
1,171$226.9K0.0%ETFLowNorthville, MI2026-10-27
Graham Capital Wealth Management, LLC
1,161$225.0K0.2%YieldHighWashington, DC2026-10-26
Simon Quick Advisors, LLC
1,158$224.3K0.0%ETFLowMorristown, NJ2026-10-26
Moss Adams Wealth Advisors LLC
1,146$222.0K0.0%ETFLowSeattle, WA2026-10-28
Everhart Financial Group, Inc.
1,131$219.1K0.0%ETFLowDublin, OH2026-10-08
CGN Advisors LLC
1,114$215.9K0.0%ETFLowManhattan, KS2026-10-21
Greenspring Advisors, LLC
1,108$214.6K0.0%ETFVery LowTowson, MD2026-11-05
Live Oak Investment Partners
1,103$213.7K0.1%ETFMediumAustin, TX2026-10-23
Ledyard National Bank
1,088$210.8K0.0%CoreLowHanover, NH2026-10-21
Tableaux LLC
1,083$209.8K0.1%ETFLowStockbridge, MA2026-10-23
Weatherly Asset Management L. P.
1,067$206.7K0.0%GrowthVery LowDel Mar, CA2026-10-20
Krilogy Financial LLC
1,044$205.7K0.0%GrowthLowSt. Louis, MO2026-10-13
MN Wealth Advisors, LLC
1,040$201.6K0.1%ETFMediumOverland Park, KS2026-10-23
Cassaday & Co Wealth Management LLC
1,030$199.6K0.0%ETFVery LowMclean, VA2026-10-27
Financial Network Wealth Advisors LLC
1,014$196.5K0.2%ETFLowMurray, UT2026-10-28
Madden Securities Corp
974$188.7K0.0%GrowthMediumDallas, TX2026-10-27
Armstrong Advisory Group, Inc
892$172.8K0.0%ETFHighNeedham, MA2026-10-09
Brown, Lisle Ings, Inc.
861$166.8K0.0%CoreVery LowProvidence, RI2026-10-16
JFS Wealth Advisors, LLC
766$148.5K0.0%ETFVery LowHermitage, PA2026-11-03
Mather Group, Llc.
752$145.7K0.0%ETFMediumChicago, IL2026-10-14
Independence Bank of Kentucky
750$145.3K0.0%GrowthLowOwensboro, KY2026-10-26
Capital Investment Advisory Services, LLC
694$134.5K0.0%CoreMediumRaleigh, NC2026-10-30
Sunrise Financial Services, LLC
658$127.5K0.1%ETFMediumBurien, WA2026-10-21
Parkside Financial Bank & Trust
651$126.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
Root Financial Partners, LLC
641$124.2K0.0%ETFMediumEncinitas, CA2026-10-21
Concord Wealth Partners
608$117.8K0.0%GrowthLowAbingdon, VA2026-11-02
Abound Wealth Management
572$110.7K0.0%ETFVery LowFranklin, TN2026-10-26
Jnba Financial Advisors
542$105.0K0.0%ETFMediumBloomington, MN2026-11-03
Bokf, NA
535$103.7K0.0%CoreLowTulsa, OK2026-10-27
Gamma Investing LLC
533$103.3K0.0%IndexVery LowFoster City, CA2026-10-08
First United Bank & Trust
520$100.8K0.0%CoreLowOakland, MD2026-10-22
Morton Brown Family Wealth, LLC
471$91.3K0.0%ETFVery LowAllentown, PA2026-10-23
Rydar Equities, Inc.
467$92.8K0.0%CoreVery LowWeatherford, TX2026-10-13
Tsfg, LLC
460$890.0%ETFLowLake Forest, IL2026-10-23
Archer Investment Corp
459$89.0K0.0%CoreMediumCarmel, IN2026-11-05
Fairscale Capital, LLC
458$84.1K0.0%GrowthVery LowNashua, NH2026-11-04
GGM Financial LLC
454$88.0K0.0%ETFMediumColumbus, OH2026-11-05
Manchester Capital Management LLC
450$87.2K0.0%CoreLowManchester, VT2026-10-22
Pacific Center for Financial Services
442$85.6K0.0%ETFMediumDanville, CA2026-10-15
Quest 10 Wealth Builders, Inc.
440$85.3K0.1%ETFLowFuquay-Varina, VA2026-11-02
Financial Consulate, Inc
438$84.9K0.0%ETFLowHunt Valley, MD2026-10-23
Downshift Financial, LLC
433$83.9K0.0%ETFLowBoulder, CO2026-10-13
First Horizon Corp
431$83.5K0.0%CoreLowMemphis, TN2026-10-26
Nemes Rush Group LLC
428$82.9K0.0%CoreVery LowNovi, MI2026-11-04
Roxbury Financial LLC
387$74.9K0.1%CoreVery LowMount Arlington, NJ2026-10-01
Physician Wealth Advisors, Inc.
379$73.4K0.0%ETFMediumMidvale, UT2026-10-20
William Mack & Associates, Inc.
355$68.8K0.0%ETFLowTroy, MI2026-10-27
Key Capital Management, Inc
355$68.8K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Gleason Group, Inc.
344$66.6K0.0%ETFVery LowProspect, KY2026-10-15
Hoese & Co LLP
333$64.5K0.0%ETFLowGlencoe, MN2026-10-21
Asset Dedication, LLC
305$59.1K0.0%ETFLowSan Francisco, CA2026-11-03
DeDora Capital, Inc.
296$57.4K0.0%ETFVery LowNapa, CA2026-10-26
Moisand Fitzgerald Tamayo, LLC
284$55.0K0.0%ETFVery LowOrlando, FL2026-10-15
Beacon Investment Advisory Services, Inc.
275$53.3K0.0%GrowthLowMorristown, NJ2026-10-13
North Point Portfolio Managers Corp
265$51.3K0.0%GrowthLowOrange Village, OH2026-10-07
Mogy Joel R Investment Counsel Inc
250$48.4K0.0%GrowthVery LowBeverly Hills, CA2026-10-13
Breakwater Investment Management
245$47.5K0.0%ETFLowSeattle, WA2026-10-20
Latitude Advisors, LLC
225$43.6K0.0%ETFLowYorkville, IL2026-10-27
Foster Dykema Cabot & Partners, LLC
211$40.9K0.0%GrowthLowWaltham, MA2026-10-30
Richards, Merrill & Peterson, Inc.
207$40.1K0.0%GrowthLowSpokane, WA2026-10-19
LFA - Lugano Financial Advisors SA
205$39.7K0.0%ETFLowLugano, Switzerland2026-11-03
Hickory Point Bank & Trust
200$38.8K0.0%CoreVery LowDecatur, IL2026-10-01
Evolution Wealth Management Inc.
182$35.3K0.0%ETFMediumFort Myers, FL2026-10-28
Mechanics Financial Corp
179$34.7K0.0%CoreVery LowMansfield, OH2026-11-05
Murphy & Mullick Capital Management Corp
174$33.7K0.0%GrowthLowSmithtown, NY2026-11-02
Atlantic Edge Private Wealth Management, LLC
165$32.0K0.0%CoreLowJacksonville, FL2026-10-20
Creative Financial Designs Inc
156$30.2K0.0%ETFMediumKokomo, IN2026-11-04
Wilkerson Advisory Group LLC
145$28.2K0.0%ETFMediumColumbia, MO2026-10-20
Halbert Hargrove Global Advisors, LLC
145$28.1K0.0%ETFLowLong Beach, CA2026-10-16
Angeles Wealth Management, LLC
141$27.3K0.0%ETFLowSanta Monica, CA2026-10-26
Signature Resources Capital Management, LLC
140$27.1K0.0%ETFLowNewport Beach, CA2026-10-16
DecisionPoint Financial, LLC
138$26.8K0.0%ETFVery LowMesa, AZ2026-10-27
Nfsg Corp
137$26.6K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Realta Investment Advisors
130$25.2K0.0%GrowthMediumWilmington, DE2026-10-14
Arlington Trust Co LLC
125$24.2K0.0%ETFMediumBirmingham, AL2026-10-20
Next Level Wealth Planning, LLC
120$23.3K0.0%ETFVery LowMeridian, ID2026-10-29
Capital Advisors, Ltd. LLC
112$220.0%ETFLowShaker Heights, OH2026-10-27
Dhjj Financial Advisors, Ltd.
107$20.7K0.0%ETFVery LowNaperville, IL2026-10-23
Decker Retirement Planning Inc.
103$20.0K0.0%Agg GrowthVery HighLevi, UT2026-10-19
Kingdom Financial Group Llc.
103$20.0K0.0%ETFMediumPeoria, AZ2026-11-04
Simplex Trading, LLC
101$19.6K0.0%CoreVery HighChicago, IL2026-11-04
Owl Creek Wealth Partners LLC
101$19.6K0.0%IndexLowGreenwood Village, CO2026-10-20
Noble Wealth Management PBC
100$19.4K0.0%YieldMediumGreenwood Village, CO2026-10-01
GoalVest Advisory LLC
92$17.8K0.0%ETFMediumNew York, NY2026-10-02
Chapman Financial Group, LLC
86$16.7K0.0%CoreVery LowHonolulu, HI2026-10-26
Tounjian Advisory Partners, LLC
83$16.1K0.0%GrowthHighFort Myers, FL2026-11-04
Hughes Financial Services, LLC
71$13.4K0.0%ETFLowHerndon, VA2026-10-30
IMG Wealth Management, Inc.
60$11.6K0.0%ETFMediumJacksonville, FL2026-10-27
City Holding Co
60$11.6K0.0%CoreLowCharleston, WV2026-10-19
Pathway Financial Advisers, LLC
50$9.6K0.0%CoreLowAuburn, IN2026-10-27
EPG Wealth Management LLC
45$8.7K0.0%GrowthLowAtlanta, GA2026-11-03
Signature Equity Partners, LLC
44$8.5K0.0%GrowthMediumColumbus, OH2026-10-29
Eastern Bank
44$8.5K0.0%GrowthMediumBoston, MA2026-10-05
Hazlett, Burt & Watson, Inc.
43$90.0%CoreVery LowWheeling, WV2026-11-04
Prudent Man Investment Management, Inc.
39$7.6K0.0%ETFVery LowLouisville, CO2026-11-03
Yankcom Partnership
35$6.8K0.0%CoreVery LowYankton, SD2026-10-15
Team Financial Group, LLC
35$6.8K0.0%ETFLowTemecula, CA2026-10-30
City State Bank
30$5.8K0.0%GrowthVery LowNorwalk, IA2026-10-20
Godsey & Gibb, Inc
28$5.4K0.0%CoreLowRichmond, VA2026-10-14
Bullock Wealth Management Group
28$5.4K0.0%GrowthLowBloomington, IN2026-10-09
Cullen T Bankers, Inc.
27$5.2K0.0%GrowthLowSan Antonio, TX2026-10-28
James T. Borello RIA
26$5.0K0.0%ETFVery LowEast Dundee, IL2026-10-16
Activest Wealth Management
25$4.8K0.0%ETFLowAventura, FL2026-10-15
Midwest Capital Advisors, LLC
25$4.9K0.0%ETFHighGrand Rapids, MI2026-11-04
Central Pacific Bank - Trust Division
22$4.3K0.0%CoreMediumHonolulu, HI2026-10-06
Laurel Wealth Advisors LLC
16$3.1K0.0%CoreVery LowCharlotte, NC2026-10-27
Valley National Advisers Inc
16$3.1K0.0%ETFLowBethlehem, PA2026-10-23
Triumph Capital Management
16$3.1K0.0%ETFMediumDenver, CO2026-10-14
Clark Wealth Partners
15$2.9K0.0%ETFVery LowO'Fallon, IL2026-10-19
UMB Private Wealth Management, LLC
15$2.9K0.0%GrowthN/AKansas City, MO2026-10-19
Vaquero Private Wealth, LTD
8$1.6K0.0%ETFN/ADallas, TX2026-10-27
Townsend Asset Management Corp
7$1.4K0.0%CoreLowRaleigh, NC2026-10-29
Wealth Analytics Partners, LLC
5$9690.0%ETFVery LowSan Diego, CA2026-10-19
Planning Strategies Inc.
5$9690.0%ETFN/ALancaster, PA2026-10-02
Fairway Wealth LLC
5$9690.0%ETFLowIndependence, OH2026-10-30
Buck Wealth Strategies, LLC
1$1940.0%ValueMediumDenver, CO2026-10-28