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Ishares Russell 3000 ETF (IWV)

CUSIP: 464287689 | NYSE | 1877 institutional holders

Quarters

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

Evensky & Katz LLC327,253
0.0% of portfolio›$141.3K
Tlwm283,869
19.5% of portfolio›$122.5M
Lido Advisors, LLC265,348
0.3% of portfolio›$114.5M
Sentinel Trust Co LBA247,548
13.8% of portfolio›$106.9M
Bricktown Capital, LLC192,859
15.2% of portfolio›$83.2M
Calamos Wealth Management LLC159,634
2.0% of portfolio›$68.9M
Greenspring Advisors, LLC106,994
2.1% of portfolio›$46.2M
Commonwealth Equity Services, LLC102,696
0.1% of portfolio›$44.3M
AlphaCore Capital LLC100,012
0.7% of portfolio›$43.2M
Provenance Wealth Advisors, LLC83,944
2.1% of portfolio›$36.2M
Heck Capital Advisors, LLC79,995
1.9% of portfolio›$34.5M
HB Wealth Management, LLC79,663
0.2% of portfolio›$34.4M
Epiq Partners, LLC74,545
13.9% of portfolio›$32.2M
Brighton Jones LLC73,430
0.6% of portfolio›$31.7M
CIBC Asset Management Inc73,279
0.1% of portfolio›$31.6M
Great Diamond Partners, LLC71,655
5.2% of portfolio›$30.9M
Finley Financial, LLC68,003
12.2% of portfolio›$29.4M
Waldron Private Wealth LLC63,889
1.0% of portfolio›$27.6M
Tanglewood Wealth Management, Inc.56,652
2.0% of portfolio›$24.5M
BIP Wealth, LLC56,540
0.7% of portfolio›$24.4M
Diversified Portfolios, Inc.56,028
1.7% of portfolio›$24.2M
Stairway Partners, LLC55,804
1.1% of portfolio›$24.1M
Citizens Financial Group Inc53,906
0.3% of portfolio›$23.3M
Truist Financial Corp52,286
0.0% of portfolio›$22.6M
Citigroup Inc52,167
0.0% of portfolio›$22.5M
Forvis Mazars Wealth Advisors, LLC52,030
0.4% of portfolio›$22.5M
KDK Private Wealth Management, LLC48,176
16.6% of portfolio›$20.8M
Creative Planning47,691
0.0% of portfolio›$20.6M
Moss Adams Wealth Advisors LLC43,451
1.2% of portfolio›$18.8M
Fund Evaluation Group, LLC42,008
0.4% of portfolio›$18.1M
Embree Financial Group41,443
1.7% of portfolio›$17.9M
Crestwood Advisors Group, LLC41,368
0.3% of portfolio›$17.9M
First Horizon Corp41,229
0.7% of portfolio›$17.8M
Tanager Wealth Management LLP39,056
1.4% of portfolio›$16.9M
Strategic Investment Management, LLC37,530
3.7% of portfolio›$16.2M
Wealth Enhancement Advisory Services, LLC36,844
0.0% of portfolio›$16.1M
Ipswich Investment Management Co., Inc.36,554
3.4% of portfolio›$15.8M
Allspring Global Investments Holdings, LLC35,932
0.0% of portfolio›$15.5M
Allen Investment Management, LLC35,363
0.2% of portfolio›$15.3M
JFS Wealth Advisors, LLC30,870
0.7% of portfolio›$13.3M
Cambridge Investment Research Advisors, Inc.30,569
0.0% of portfolio›$13.2K
Kestra Advisory Services, LLC30,269
0.0% of portfolio›$13.1M
jvl associates llc29,127
3.6% of portfolio›$12.6M
Balentine LLC28,743
0.5% of portfolio›$12.4M
Post Resch Tallon Group Inc.28,344
8.4% of portfolio›$12.2M
Blue Trust, Inc.28,071
0.1% of portfolio›$12.1M
One Day In July LLC27,052
0.8% of portfolio›$11.7M
Rebalance, LLC24,238
0.5% of portfolio›$10.5M
Keybank National Association23,316
0.0% of portfolio›$10.1M
Brookstone Capital Management22,792
0.1% of portfolio›$9.8M
Norris Perne & French LLP22,141
0.4% of portfolio›$9.6M
St. Louis Trust Co21,774
1.0% of portfolio›$9.4M
Wilmington Savings Fund Society, FSB21,412
0.2% of portfolio›$9.2M
Anchyra Partners LLC20,759
1.9% of portfolio›$9.0M
Apella Capital, LLC20,472
0.1% of portfolio›$9.0M
Parallel Advisors, LLC20,290
0.1% of portfolio›$8.8M
Aspiriant, LLC19,691
0.2% of portfolio›$8.5M
Forte Asset Management LLC18,905
3.3% of portfolio›$8.2M
BigSur Wealth Management LLC18,800
1.9% of portfolio›$8.1M
West Paces Advisors Inc.18,399
1.4% of portfolio›$7.9M
Strategic Equity Management17,865
6.7% of portfolio›$7.7M
Elyxium Wealth, LLC17,730
0.8% of portfolio›$7.7M
Vise Technologies, Inc.17,570
0.1% of portfolio›$7.6M
Triune Financial Partners, LLC17,450
1.5% of portfolio›$7.5M
Winthrop Advisory Group LLC16,500
0.4% of portfolio›$7.1M
MPS Loria Financial Planners, LLC15,952
1.3% of portfolio›$6.9M
Mission Wealth Management, LP15,462
0.1% of portfolio›$6.7M
Aries Wealth Management15,294
1.3% of portfolio›$6.6M
Ascent Wealth Partners, LLC14,599
0.6% of portfolio›$6.3M
Midwest Professional Planners, Ltd.14,410
1.2% of portfolio›$6.2M
Chicago Partners Investment Group LLC14,325
0.1% of portfolio›$6.2M
Financial Council, LLC13,860
1.9% of portfolio›$6.0M
Sowell Financial Services LLC13,819
0.2% of portfolio›$6.0M
SAX Wealth Advisors, LLC13,671
0.2% of portfolio›$5.9M
Halbert Hargrove Global Advisors, LLC13,430
0.3% of portfolio›$5.8M
William Howard & Co Financial Advisors Inc13,023
4.5% of portfolio›$5.6M
Aquire Wealth Advisors, LLC12,698
1.2% of portfolio›$5.5M
Prime Capital Investment Advisors, LLC12,360
0.1% of portfolio›$5.3M
Blue Fin Capital, Inc.11,831
0.7% of portfolio›$5.1M
Simon Quick Advisors, LLC11,778
0.2% of portfolio›$5.1M
Xponance LLC11,405
0.0% of portfolio›$4.9M
Concurrent Investment Advisors, LLC10,784
0.0% of portfolio›$4.7M
Single Point Partners, LLC10,702
0.8% of portfolio›$4.6M
Intelligence Driven Advisers, LLC10,346
0.8% of portfolio›$4.5M
First Heartland Consultants, Inc.10,097
0.3% of portfolio›$4.4M
Certuity, LLC9,737
0.2% of portfolio›$4.2M
Norden Group LLC9,374
0.3% of portfolio›$4.0M
Fort Washington Investment Advisors Inc9,371
0.0% of portfolio›$4.0M
Lakeshore Financial Planning, Inc.8,897
1.2% of portfolio›$3.8M
Family Office Research LLC8,887
1.5% of portfolio›$3.8M
Washington Trust Co8,390
0.1% of portfolio›$3.6M
First Hawaiian Bank8,107
0.4% of portfolio›$3.5M
GC Wealth Management RIA, LLC7,695
0.2% of portfolio›$3.3M
Prospera Financial Services Inc7,450
0.0% of portfolio›$3.2M
Meridian Financial Partners LLC7,134
1.0% of portfolio›$3.1M
Wealthcare Capital Management LLC7,062
0.3% of portfolio›$3.0M
Beacon Investment Advisory Services, Inc.6,938
0.1% of portfolio›$3.0M
Badgley Phelps Wealth Managers, LLC6,879
0.1% of portfolio›$3.0M
Wedmont Private Capital6,858
0.1% of portfolio›$3.0M
Bernardo Wealth Planning LLC6,822
0.2% of portfolio›$2.9M
Avant Financial Advisors LLC6,717
1.8% of portfolio›$2.9M
Fonville Wealth Management LLC6,693
0.4% of portfolio›$2.9M
OpenArc Corporate Advisory, LLC6,641
0.0% of portfolio›$2.9M
Modera Wealth Management, LLC6,494
0.0% of portfolio›$2.8M
Indivisible Partners6,322
0.1% of portfolio›$2.7M
City Holding Co6,288
0.3% of portfolio›$2.7M
Signature Resources Capital Management, LLC6,226
1.1% of portfolio›$2.7M
Sigma Planning Corp5,948
0.1% of portfolio›$2.6M
Sterling Capital Management LLC5,813
0.1% of portfolio›$2.5M
First National Trust Co5,651
0.1% of portfolio›$2.4M
Foundation Wealth Management, Llc\pa5,640
0.8% of portfolio›$2.4M
Yardley Wealth Management LLC5,602
1.1% of portfolio›$2.4M
Verum Partners LLC5,539
0.4% of portfolio›$2.4M
Moisand Fitzgerald Tamayo, LLC5,500
0.2% of portfolio›$2.4M
Wesbanco Bank Inc5,492
0.1% of portfolio›$2.4M
Silvia Mccoll Wealth Management, LLC5,448
1.4% of portfolio›$2.4M
Wealth Architects, LLC5,430
0.2% of portfolio›$2.3M
Strategic Blueprint, LLC5,375
0.1% of portfolio›$2.3M
Avidian Wealth Enterprises, LLC5,311
0.1% of portfolio›$2.3M
High Probability Advisors, LLC5,180
0.3% of portfolio›$2.2M
Beacon Financial Group5,071
0.2% of portfolio›$2.2M
Castle Rock Wealth Management, LLC4,892
0.4% of portfolio›$2.2M
Wealthcare Advisory Partners LLC4,842
0.0% of portfolio›$2.1M
Manchester Financial Inc4,766
0.4% of portfolio›$2.1M
Cohen Capital Management, Inc.4,638
0.3% of portfolio›$2.0M
Garde Capital, Inc.4,628
0.1% of portfolio›$2.0M
Independence Bank of Kentucky4,619
0.2% of portfolio›$2.0M
Ledyard National Bank4,589
0.2% of portfolio›$2.0M
Asset Dedication, LLC4,519
0.1% of portfolio›$2.0M
Motive Wealth Advisors4,508
0.8% of portfolio›$1.9M
Chesley Taft & Associates LLC4,303
0.1% of portfolio›$1.9M
Tennessee Valley Asset Management Partners4,249
0.2% of portfolio›$1.8M
Midwest Trust Co4,209
0.0% of portfolio›$1.8M
Canandaigua National Bank & Trust Co4,150
0.2% of portfolio›$1.8M
Moneywise, Inc.4,129
1.7% of portfolio›$1.8M
Timonier Family Office, Ltd.4,101
0.6% of portfolio›$1.8M
Brown Wealth Management, LLC4,031
0.4% of portfolio›$1.7M
Rossmore Private Capital3,999
0.1% of portfolio›$1.7M
Independent Financial Group, LLC3,944
0.0% of portfolio›$1.7M
Retirement Planning Group, LLC3,776
0.0% of portfolio›$1.6M
Sensible Money, LLC3,729
0.4% of portfolio›$1.6M
Augustine Asset Management Inc3,714
0.3% of portfolio›$1.6M
Firestone Capital Management3,675
0.3% of portfolio›$1.6M
SilverOak Wealth Management LLC3,634
0.2% of portfolio›$1.6M
McClarren Financial Advisors, Inc.3,589
0.8% of portfolio›$1.5M
Indiana Trust & Investment Management Co3,547
0.4% of portfolio›$1.5M
New England Private Wealth Advisors LLC3,497
0.1% of portfolio›$1.5M
Smith Salley Wealth Management3,495
0.1% of portfolio›$1.5M
RFG - Bristol Wealth Advisors, LLC3,483
0.4% of portfolio›$1.5M
Phillip James Consulting Co.3,412
1.0% of portfolio›$1.5M
Abacus Planning Group, Inc.3,387
0.2% of portfolio›$1.5M
Atala Financial Inc3,383
0.8% of portfolio›$1.5M
Cahaba Wealth Management, Inc.3,332
0.1% of portfolio›$1.4M
ETF Portfolio Partners, Inc.3,312
0.4% of portfolio›$1.4M
CoreCap Advisors, LLC3,271
0.0% of portfolio›$1.4M
Graves Light Lenhart Wealth, Inc.3,244
0.1% of portfolio›$1.4M
Visionary Wealth Advisors3,227
0.1% of portfolio›$1.4M
Valeo Financial Advisors, LLC3,194
0.0% of portfolio›$1.4M
Sonata Capital Group Inc3,190
0.4% of portfolio›$1.4M
Crescent Grove Advisors, LLC3,119
0.1% of portfolio›$1.3M
Carter Financial Group, Inc.3,115
0.7% of portfolio›$1.3M
Parcion Private Wealth LLC3,107
0.1% of portfolio›$1.3M
Sage Mountain Advisors LLC3,053
0.1% of portfolio›$1.3M
Well Done, LLC3,048
0.2% of portfolio›$1.3M
E&G Advisors, LLC3,002
0.2% of portfolio›$1.3M
American State Bank (Iowa)2,999
0.5% of portfolio›$1.3M
Owl Creek Wealth Partners LLC2,990
0.4% of portfolio›$1.3M
Park Avenue Securities LLC2,987
0.0% of portfolio›$1.3K
XML Financial, LLC2,967
0.1% of portfolio›$1.3M
SkyOak Wealth, LLC2,961
0.2% of portfolio›$1.3M
International Assets Investment Management, LLC2,881
0.1% of portfolio›$1.2M
Old Mission Investment Co LLC2,800
0.2% of portfolio›$1.2M
GHP Investment Advisors, Inc.2,796
0.0% of portfolio›$1.2M
Beaumont Asset Management, L.L.C.2,791
0.4% of portfolio›$1.2M
Glenview Trust Co2,748
0.0% of portfolio›$1.2M
Aprio Wealth Management, LLC2,729
0.1% of portfolio›$1.2M
Dynamic Advisor Solutions LLC2,680
0.0% of portfolio›$1.2M
Soltis Investment Advisors LLC2,651
0.1% of portfolio›$1.1M
Facet Wealth, Inc.2,642
0.0% of portfolio›$1.1M
Asset Allocation & Management Company, LLC2,641
0.0% of portfolio›$1.1K
Strategic Family Wealth Counselors, L.L.C.2,640
0.3% of portfolio›$1.1M
Hunter Associates Investment Management LLC2,575
0.0% of portfolio›$1.1K
Quadrant Private Wealth Management, LLC2,561
0.1% of portfolio›$1.1M
McGlone Suttner Wealth Management, Inc.2,521
0.1% of portfolio›$1.1M
W Advisors, LLC2,520
0.5% of portfolio›$1.1M
Wealth Management Partners, LLC2,515
0.3% of portfolio›$1.1M
Nestegg Advisors, Inc.2,497
0.7% of portfolio›$1.1M
Farther Finance Advisors, LLC2,487
0.0% of portfolio›$1.1M
Coyle Financial Counsel LLC2,460
0.2% of portfolio›$1.1M
Red Spruce Capital, LLC2,408
0.4% of portfolio›$1.0M
Acropolis Investment Management, LLC2,355
0.0% of portfolio›$1.0M
Patten & Patten Inc2,347
0.1% of portfolio›$1.0M
Harbor Investment Advisory, LLC2,335
0.1% of portfolio›$1.0M
Kestra Private Wealth Services, LLC2,334
0.0% of portfolio›$1.0M
Private Trust Co NA2,329
0.1% of portfolio›$1.0M
Bayshore Capital Advisors, LLC2,301
0.5% of portfolio›$993.3K
D.A. Davidson & Co.2,278
0.0% of portfolio›$983.5K
MSH Capital Advisors LLC2,267
0.2% of portfolio›$978.4K
Evergreen Capital Management LLC2,122
0.0% of portfolio›$916.0K
Prosperity Planning, Inc.2,098
0.2% of portfolio›$905.6K
Burns J W & Co Inc2,085
0.1% of portfolio›$900.0K
Choreo, LLC2,077
0.0% of portfolio›$896.5K
AGH Wealth Advisors, LLC2,056
0.5% of portfolio›$887.5K
Martin Capital Advisors, LLP2,040
0.5% of portfolio›$880.6K
Ascent Group, LLC2,022
0.0% of portfolio›$872.8K
Greenwood Capital Associates LLC1,941
0.1% of portfolio›$837.9K
Perigon Wealth Management, LLC1,941
0.0% of portfolio›$837.9K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors1,927
0.0% of portfolio›$831.9K
Baring Financial LLC1,921
0.4% of portfolio›$829.4K
Bokf, NA1,898
0.0% of portfolio›$819.3K
Forum Financial Management, LP1,868
0.0% of portfolio›$806.3K
Waystone Advisors LLC1,842
0.6% of portfolio›$785.4K
Armbruster Capital Management, Inc.1,840
0.1% of portfolio›$794.3K
RKL Wealth Management LLC1,827
0.1% of portfolio›$788.6K
Climber Capital SA1,800
0.5% of portfolio›$736.7K
Ellis Investment Partners, LLC1,752
0.1% of portfolio›$756.5K
Cambridge Financial Group, LLC1,732
0.2% of portfolio›$738.5K
MTM Investment Management, LLC1,720
0.2% of portfolio›$742.5K
Mullaney, Keating & Wright, Inc.1,719
0.3% of portfolio›$742.0K
First Interstate Bank1,718
0.0% of portfolio›$741.6K
Burke & Herbert Bank & Trust Co1,716
0.2% of portfolio›$740.7K
ASL Financial, LLC1,715
0.5% of portfolio›$740.3K
Third View Private Wealth, LLC1,690
0.1% of portfolio›$729.5K
Ashton Thomas Private Wealth, LLC1,685
0.0% of portfolio›$727.3K
Patten Group, Inc.1,670
0.1% of portfolio›$720.9K
Bradley & Co. Private Wealth Management, LLC1,653
0.3% of portfolio›$713.5K
Affinity Capital Advisors, LLC1,637
0.1% of portfolio›$721.9K
1834 Investment Advisors Co1,630
0.1% of portfolio›$703.6K
Grey Fox Wealth Advisors, LLC1,630
0.1% of portfolio›$703.6K
Root Financial Partners, LLC1,615
0.0% of portfolio›$697.1K
Associated Banc-Corp1,599
0.0% of portfolio›$690.2K
Boston Trust Walden Corp1,590
0.0% of portfolio›$686.3K
Ashford Advisors, LLC1,583
0.1% of portfolio›$683.3K
Foster Group, Inc.1,582
0.0% of portfolio›$682.9K
Wealth Effects LLC1,569
0.2% of portfolio›$677.3K
USA Financial Formulas1,555
0.1% of portfolio›$671.2K
Stronghold Wealth Management L.L.C.1,548
0.9% of portfolio›$668.2K
RVW Wealth, LLC1,522
0.0% of portfolio›$657.0K
Mitchell Sinkler & Starr1,500
0.3% of portfolio›$647.5K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,497
0.0% of portfolio›$646.4K
Midland Wealth Advisors, LLC1,487
0.0% of portfolio›$641.9K
Frank, Rimerman Advisors LLC1,463
0.0% of portfolio›$631.5K
Elevation Point Wealth Partners, LLC1,463
0.0% of portfolio›$631.6K
Investmark Advisory Group LLC1,458
0.2% of portfolio›$629.4K
Mason & Associates, LLC1,448
0.1% of portfolio›$625.0K
Curry Webb Wealth Management LLC1,435
0.3% of portfolio›$611.9K
May Hill Capital, LLC1,408
0.1% of portfolio›$607.7K
Camden National Bank1,405
0.1% of portfolio›$606.5K
J.Safra Asset Management Corp1,402
0.0% of portfolio›$605.2K
Wedbush Securities Inc1,397
0.0% of portfolio›$603
Spire Wealth Management1,389
0.0% of portfolio›$599.7K
Avantax Planning Partners, Inc.1,336
0.0% of portfolio›$576.7K
Ironwood Wealth Management, Llc.1,324
0.1% of portfolio›$571.5K
Meridian Wealth Management, LLC1,320
0.0% of portfolio›$569.9K
Schmidt P J Investment Management Inc1,310
0.1% of portfolio›$565.5K
Fluent Financial, LLC1,279
0.2% of portfolio›$552.1K
Detalus Advisors, LLC1,271
0.1% of portfolio›$548.6K
Oppenheimer & Co Inc1,264
0.0% of portfolio›$545.6K
CWA Asset Management Group, LLC1,241
0.0% of portfolio›$535.7K
Platt Wealth Management LLC1,234
0.7% of portfolio›$532.0K
TCI Wealth Advisors, Inc.1,227
0.0% of portfolio›$529.5K
Summit Financial Strategies, Inc.1,221
0.0% of portfolio›$527.1K
Auour Investments LLC1,208
0.1% of portfolio›$521.4K
Madrid Wealth Management, LLC1,205
0.3% of portfolio›$520.2K
Greenhouse Wealth Management, LLC1,204
0.4% of portfolio›$520.8K
Ferguson Wellman Capital Management, Inc1,203
0.0% of portfolio›$519.3K
Stone Wealth Partners1,192
0.2% of portfolio›$515.1K
William Mack & Associates, Inc.1,192
0.2% of portfolio›$514.6K
Plancorp, LLC1,187
0.0% of portfolio›$509.2K
Daymark Wealth Partners, LLC1,183
0.0% of portfolio›$510.7K
Syverson Strege & Co1,182
0.1% of portfolio›$510.2K
Shakespeare Wealth Management, LLC1,158
0.1% of portfolio›$499.9K
J. Derek Lewis & Associates Inc.1,154
0.1% of portfolio›$498.4K
1900 Wealth Management LLC1,154
0.0% of portfolio›$498.0K
Williams Jones Wealth Management, Llc.1,150
0.0% of portfolio›$496.4K
Versant Capital Management, Inc1,142
0.0% of portfolio›$493.1K
Accurate Wealth Management, LLC1,141
0.0% of portfolio›$502.4K
Angeles Wealth Management, LLC1,138
0.0% of portfolio›$491.2K
Veracity Capital LLC1,120
0.1% of portfolio›$483.3K
Revolve Wealth Partners, LLC1,116
0.1% of portfolio›$481.8K
Verus Capital Partners, LLC1,115
0.0% of portfolio›$481.3K
Cookson Peirce & Co Inc1,113
0.0% of portfolio›$480.4K
James J. Burns & Company, LLC1,100
0.1% of portfolio›$474.8K
IFP Advisors, Inc1,069
0.0% of portfolio›$461.4K
Outlook Wealth Advisors, LLC1,068
0.1% of portfolio›$461.0K
Mather Group, Llc.1,062
0.0% of portfolio›$458.2K
Telos Capital Management, Inc.1,058
0.0% of portfolio›$456.7K
Gryphon Financial Partners LLC1,054
0.0% of portfolio›$455.0K
Davidson Investment Advisors1,050
0.0% of portfolio›$453.2K
Robertson Stephens Wealth Management, LLC1,042
0.0% of portfolio›$449.9K
Lauterbach Financial Advisors, LLC1,035
0.2% of portfolio›$446.8K
Annex Advisory Services, LLC1,031
0.0% of portfolio›$445.0K
ARS Wealth Advisors Group, LLC1,025
0.0% of portfolio›$442.5K
Rockwood Wealth Management, LLC1,017
0.0% of portfolio›$438.9K
Walled Lake Planning & Wealth Management, LLC1,010
0.1% of portfolio›$436.2K
Almanack Investment Partners, Llc.1,010
0.1% of portfolio›$436.0K
Biltmore Family Office, LLC1,005
0.1% of portfolio›$433.8K
Capital Advisors Wealth Management, LLC1,000
0.0% of portfolio›$431.7K
Manchester Capital Management LLC1,000
0.1% of portfolio›$431.7K
Willow Creek Wealth Management Inc.995
0.0% of portfolio›$429.5K
Reicon Wealth Advisors, LLC995
0.2% of portfolio›$429.5K
Eclectic Associates Inc993
0.0% of portfolio›$428.7K
Fulton Breakefield Broenniman LLC982
0.0% of portfolio›$423.9K
Jacobs & Co982
0.0% of portfolio›$423
DT Investment Partners, LLC975
0.0% of portfolio›$420.9K
Assetmark, Inc968
0.0% of portfolio›$417.8K
TD Private Client Wealth LLC959
0.0% of portfolio›$414.0K
Altiora Financial Group, LLC953
0.1% of portfolio›$411.4K
Ascentis Independent Advisors948
0.0% of portfolio›$409.4K
BostonPremier Wealth LLC895
0.2% of portfolio›$386.5K
AdvisorNet Financial, Inc887
0.0% of portfolio›$386.0K
Navigation Group, LLC876
0.1% of portfolio›$378.1K
Broussard Financial Group LLC873
0.3% of portfolio›$376.8K
Capital Squared Financial LLC859
0.2% of portfolio›$371.0K
Flagship Harbor Advisors, LLC845
0.0% of portfolio›$364.8K
Victory Financial Group, LLC843
0.0% of portfolio›$363.8K
Moran Wealth Management, LLC839
0.0% of portfolio›$362.2K
Reynders McVeigh Capital Management, LLC833
0.0% of portfolio›$359.7K
Alternative Investment Advisors, Llc.833
0.1% of portfolio›$360.0K
VestGen Advisors, LLC819
0.0% of portfolio›$353.6K
Alpine Bank Wealth Management800
0.0% of portfolio›$345.3K
Willis Johnson Wealth, Inc.795
0.0% of portfolio›$343.1K
Galvin, Gaustad & Stein, LLC793
0.0% of portfolio›$342.5K
Sightline Wealth Advisors, LLC793
0.2% of portfolio›$342.1K
Fifth Third Wealth Advisors LLC788
0.0% of portfolio›$340.1K
Linden Thomas Advisory Services, LLC785
0.0% of portfolio›$339.1K
Silverlake Wealth Management LLC783
0.1% of portfolio›$338.0K
Prosperity Financial Group, Inc.782
0.1% of portfolio›$337.8K
CFG Wealth Management Services, Inc.779
0.3% of portfolio›$337.0K
PFG Advisors773
0.0% of portfolio›$333.7K
Titleist Asset Management, LLC765
0.0% of portfolio›$330.1K
FAI Advisors, Inc.762
0.1% of portfolio›$328.9K
Core Wealth Management, Inc.761
0.1% of portfolio›$328.3K
Capital Investment Counsel, LLC761
0.0% of portfolio›$328.7K
RMR Wealth Builders758
0.0% of portfolio›$327.1K
Diversify Advisory Services, LLC756
0.0% of portfolio›$330.3K
Diversify Wealth Management, LLC756
0.0% of portfolio›$330.3K
BridgePort Financial Solutions, LLC755
0.1% of portfolio›$325.8K
Capital Investment Advisors, LLC750
0.0% of portfolio›$323.6K
Chilton Capital Management LLC740
0.0% of portfolio›$319.4K
Sapient Capital LLC734
0.0% of portfolio›$316.8K
Cannon Financial Strategists, Inc.723
0.0% of portfolio›$312.1K
Summit Place Financial Advisors, LLC720
0.1% of portfolio›$310.8K
Evanson Financial, LLC716
0.0% of portfolio›$309.1K
Tepp RIA, LLC710
0.2% of portfolio›$306.5K
UMB Private Wealth Management, LLC709
0.3% of portfolio›$306.0K
Shepherd Street Advisors LLC708
0.3% of portfolio›$312.2K
Briggs Wealth Management, Inc706
0.3% of portfolio›$304.8K
Legacy Advisors, LLC705
0.0% of portfolio›$304.3K
Petersen Hastings Wealth Advisors Inc.704
0.0% of portfolio›$303.9K
Pacific Center for Financial Services701
0.1% of portfolio›$302.4K
B. Riley Wealth Advisors, Inc.700
0.0% of portfolio›$302.2K
BetterWealth, LLC698
0.0% of portfolio›$276.0K
Parkside Investments, LLC693
0.0% of portfolio›$299.1K
Canopy Partners, LLC682
0.1% of portfolio›$294.4K
Salomon & Ludwin, LLC679
0.0% of portfolio›$293.1K
Loring Wolcott & Coolidge Fiduciary Advisors LLP675
0.0% of portfolio›$291.4K
Grant Street Asset Management, Inc.667
0.0% of portfolio›$288.0K
Marquette Asset Management, LLC661
0.0% of portfolio›$285.3K
Ridgewood Investments LLC658
0.1% of portfolio›$284.0K
QTR Family Wealth, LLC658
0.1% of portfolio›$284.0K
Summit Wealth Group LLC / Co656
0.0% of portfolio›$283.2K
Schorn Wealth LLC655
0.1% of portfolio›$283.0K
SwitchPoint Financial Planning, LLC634
0.2% of portfolio›$273.7K
Carnegie Investment Counsel633
0.0% of portfolio›$273.2K
RIA Advisory Group LLC632
0.1% of portfolio›$272.7K
Birch Hill Investment Advisors LLC630
0.0% of portfolio›$271.9K
Penobscot Investment Management Company, Inc.626
0.0% of portfolio›$270.2K
LJI Wealth Management, LLC615
0.0% of portfolio›$265.5K
Granite FO LLC612
0.1% of portfolio›$264.2K
CRA Financial Services, LLC600
0.0% of portfolio›$259.0K
Benchmark Financial, LLC586
0.2% of portfolio›$252.8K
Burney Co/566
0.0% of portfolio›$244.3K
KPP Advisory Services LLC560
0.0% of portfolio›$241.7K
Albion Financial Group558
0.0% of portfolio›$240.9K
Kohmann Bosshard Financial Services, LLC555
0.0% of portfolio›$239.6K
MCF Advisors LLC550
0.0% of portfolio›$237.4K
Kearns & Associates LLC549
0.1% of portfolio›$237.0K
Apollon Wealth Management, LLC545
0.0% of portfolio›$235.2K
Optivise Advisory Services LLC545
0.1% of portfolio›$235.3K
Private Wealth Management Group, LLC535
0.1% of portfolio›$230.9K
Schear Investment Advisers, LLC528
0.0% of portfolio›$228.1K
Tempo Wealth, LLC528
0.0% of portfolio›$228.1K
Parsons Capital Management Inc525
0.0% of portfolio›$226.6K
Innova Wealth Partners518
0.1% of portfolio›$223.8K
GSG Advisors LLC517
0.0% of portfolio›$223.4K
Avior Wealth Management, LLC512
0.0% of portfolio›$220.9K
EverSource Wealth Advisors, LLC510
0.0% of portfolio›$220.1K
Friedenthal Financial508
0.1% of portfolio›$219.3K
Uptick Partners, LLC508
0.0% of portfolio›$219.3K
Creative Financial Designs Inc502
0.0% of portfolio›$216.7K
Grove Bank & Trust500
0.0% of portfolio›$215.8K
Bensler, LLC500
0.0% of portfolio›$215.8K
Lake Street Private Wealth, LLC499
0.0% of portfolio›$215.4K
Omega Financial Group, LLC495
0.1% of portfolio›$213.8K
Financial Enhancement Group LLC493
0.0% of portfolio›$216.7K
Shepherd Financial Partners LLC491
0.0% of portfolio›$211.9K
Cornerstone Wealth Management, LLC491
0.0% of portfolio›$212.0K
Principle Wealth Partners LLC486
0.0% of portfolio›$209.9K
Power Wealth Management LLC485
0.1% of portfolio›$209.4K
Aletheian Wealth Advisors LLC484
0.1% of portfolio›$208.9K
Moody Lynn Lieberson & Walker, LLC482
0.0% of portfolio›$208.1K
Flagship Private Wealth, LLC479
0.1% of portfolio›$206.6K
FF Advisors,LLC476
0.1% of portfolio›$205.5K
Paradigm, Strategies in Wealth Management, LLC475
0.1% of portfolio›$205.0K
Globalt Investments LLC / GA474
0.0% of portfolio›$204.6K
Morton Capital Management LLC474
0.0% of portfolio›$204.6K
Wealth Advisors Northwest LLC473
0.1% of portfolio›$204.2K
Phillips Financial Management, LLC473
0.0% of portfolio›$204.2K
Davenport & Co LLC470
0.0% of portfolio›$202.8K
Align Financial, LLC465
0.1% of portfolio›$200.7K
McCarley & Cook Financial Planners465
0.2% of portfolio›$200.7K
Newton One Investments LLC464
0.1% of portfolio›$200.5K
Pittenger & Anderson Inc428
0.0% of portfolio›$184.8K
Parkside Financial Bank & Trust423
0.0% of portfolio›$182.6K
Trust Co392
0.0% of portfolio›$169.4K
Security National Bank379
0.0% of portfolio›$163.6K
TFC Financial Management, Inc.375
0.0% of portfolio›$161.9K
Plante Moran Financial Advisors, LLC368
0.0% of portfolio›$158.9K
Tounjian Advisory Partners, LLC360
0.1% of portfolio›$155.3K
Golden State Wealth Management, LLC323
0.0% of portfolio›$139.4K
Key FInancial Inc306
0.0% of portfolio›$132.1K
Abound Wealth Management305
0.0% of portfolio›$131.6K
MassMutual Private Wealth & Trust, FSB300
0.0% of portfolio›$129.5K
TD Waterhouse Canada Inc.298
0.0% of portfolio›$128.9K
Cranbrook Wealth Management, LLC275
0.0% of portfolio›$118.7K
Concord Wealth Partners264
0.0% of portfolio›$113.8K
Cassaday & Co Wealth Management LLC246
0.0% of portfolio›$106.2K
Duncker Streett & Co Inc240
0.0% of portfolio›$103.6K
Jnba Financial Advisors240
0.0% of portfolio›$103.7K
Cape Investment Advisory, Inc.236
0.0% of portfolio›$102.1K
Tower View Wealth Management LLC236
0.0% of portfolio›$102.1K
Realta Investment Advisors200
0.0% of portfolio›$86.3K
Pinnacle Wealth Planning Services, Inc.200
0.0% of portfolio›$86.3K
Pflug Koory, LLC199
0.0% of portfolio›$85.9K
Legacies Wealth LLC175
0.0% of portfolio›$75.5K
Lodestone Wealth Management LLC166
0.0% of portfolio›$71.7K
Laurel Wealth Advisors LLC165
0.0% of portfolio›$71.2K
1620 Investment Advisors, Inc.148
0.0% of portfolio›$63.9K
RMG Wealth Management LLC132
0.0% of portfolio›$57.0K
Center for Financial Planning, Inc.131
0.0% of portfolio›$56.5K
Team Financial Group, LLC131
0.0% of portfolio›$56.5K
Advocate Investing Services LLC126
0.0% of portfolio›$54.4K
Horizons Wealth Management116
0.0% of portfolio›$50.1K
Glass Jacobson Investment Advisors llc110
0.0% of portfolio›$47.5K
Hughes Financial Services, LLC108
0.0% of portfolio›$47.1K
Chung Wu Investment Group, LLC100
0.0% of portfolio›$43.2K
Washington Trust Advisors, Inc.93
0.0% of portfolio›$40.1K
Lanark Financial, Inc.88
0.0% of portfolio›$38.0K
Bangor Savings Bank85
0.0% of portfolio›$36.7K
Breakwater Investment Management83
0.0% of portfolio›$35.8K
Gamma Investing LLC64
0.0% of portfolio›$27.6K
High Point Wealth Management, LLC57
0.0% of portfolio›$24.7K
Elevate Wealth Advisory, Inc56
0.0% of portfolio›$24.2K
Financial Network Wealth Advisors LLC54
0.0% of portfolio›$23.3K
Cullen T Bankers, Inc.51
0.0% of portfolio›$22.0K
Financial Perspectives, Inc50
0.0% of portfolio›$21.6K
Oakworth Capital, Inc.44
0.0% of portfolio›$19.0K
Creative Capital Management Investments LLC31
0.0% of portfolio›$13.4K
MB, Levis & Associates, LLC27
0.0% of portfolio›$11.5K
Heritage Family Offices, LLP25
0.0% of portfolio›$10.8K
Gilpin Wealth Management, LLC25
0.0% of portfolio›$10.8K
Nova Financial LLC19
0.0% of portfolio›$8.2K
MH & Associates Securities Management Corp14
0.0% of portfolio›$6.0K
Armor Investment Advisors, LLC11
0.0% of portfolio›$4.7K
Wealth Enhancement Trust Services, Inc.10
0.0% of portfolio›$4.3K
Wolff Wiese Magana LLC10
0.0% of portfolio›$4.3K
Murphy & Mullick Capital Management Corp10
0.0% of portfolio›$4.3K
Simplex Trading, LLC7
0.0% of portfolio›$3.0K
Strategic Advocates LLC5
0.0% of portfolio›$2.2K
Proathlete Wealth Management LLC5
0.0% of portfolio›$2.2K
Bfsg, LLC4
0.0% of portfolio›$1.7K
Nfsg Corp2
0.0% of portfolio›$868
Nemes Rush Group LLC1
0.0% of portfolio›$432
StyleTurnoverLocationFiled
Evensky & Katz LLC
327,253$141.3K0.0%ETFVery LowCoral Gables, FL2026-10-27
Tlwm
283,869$122.5M19.5%ETFLowSan Antonio, TX2026-10-09
Lido Advisors, LLC
265,348$114.5M0.3%GrowthLowLos Angeles, CA2026-11-04
Sentinel Trust Co LBA
247,548$106.9M13.8%ETFVery LowHouston, TX2026-11-03
Bricktown Capital, LLC
192,859$83.2M15.2%ETFVery LowDetroit, MI2026-10-13
Calamos Wealth Management LLC
159,634$68.9M2.0%GrowthMediumNaperville, IL2026-11-02
Greenspring Advisors, LLC
106,994$46.2M2.1%ETFVery LowTowson, MD2026-11-05
Commonwealth Equity Services, LLC
102,696$44.3M0.1%ETFLowWaltham, MA2026-11-02
AlphaCore Capital LLC
100,012$43.2M0.7%ETFLowLa Jolla, CA2026-11-04
Provenance Wealth Advisors, LLC
83,944$36.2M2.1%ETFLowFort Lauderdale, FL2026-10-30
Heck Capital Advisors, LLC
79,995$34.5M1.9%ETFMediumRhinelander, WI2026-10-14
HB Wealth Management, LLC
79,663$34.4M0.2%IndexVery LowAtlanta, GA2026-10-23
Epiq Partners, LLC
74,545$32.2M13.9%YieldLowMinneapolis, MN2026-10-07
Brighton Jones LLC
73,430$31.7M0.6%CoreVery LowSeattle, WA2026-11-03
CIBC Asset Management Inc
73,279$31.6M0.1%GARPLowToronto, South Africa2026-11-05
Great Diamond Partners, LLC
71,655$30.9M5.2%CoreMediumPortland, ME2026-10-13
Finley Financial, LLC
68,003$29.4M12.2%ETFVery LowLas Vegas, NV2026-10-28
Waldron Private Wealth LLC
63,889$27.6M1.0%ETFVery LowBridgeville, PA2026-11-02
Tanglewood Wealth Management, Inc.
56,652$24.5M2.0%ETFMediumHouston, TX2026-10-23
BIP Wealth, LLC
56,540$24.4M0.7%ETFMediumAtlanta, GA2026-10-22
Diversified Portfolios, Inc.
56,028$24.2M1.7%ETFLowBloomfield Hills, MI2026-11-04
Stairway Partners, LLC
55,804$24.1M1.1%ETFVery LowMinneapolis, MN2026-10-02
Citizens Financial Group Inc
53,906$23.3M0.3%GrowthLowProvidence, RI2026-10-23
Truist Financial Corp
52,286$22.6M0.0%CoreLowCharlotte, NC2026-10-30
Citigroup Inc
52,167$22.5M0.0%CoreMediumNew York, NY2026-11-04
Forvis Mazars Wealth Advisors, LLC
52,030$22.5M0.4%ETFVery LowSpringfield, MO2026-10-13
KDK Private Wealth Management, LLC
48,176$20.8M16.6%ETFVery LowHouston, TX2026-11-03
Creative Planning
47,691$20.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Moss Adams Wealth Advisors LLC
43,451$18.8M1.2%ETFLowSeattle, WA2026-10-28
Fund Evaluation Group, LLC
42,008$18.1M0.4%ETFLowCincinnati, OH2026-11-05
Embree Financial Group
41,443$17.9M1.7%ETFLowChicago, IL2026-10-22
Crestwood Advisors Group, LLC
41,368$17.9M0.3%GrowthLowBoston, MA2026-10-27
First Horizon Corp
41,229$17.8M0.7%CoreLowMemphis, TN2026-10-26
Tanager Wealth Management LLP
39,056$16.9M1.4%ETFLowGoring On Thames, United Kingdom2026-10-19
Strategic Investment Management, LLC
37,530$16.2M3.7%ETFVery LowArlington, VA2026-10-20
Wealth Enhancement Advisory Services, LLC
36,844$16.1M0.0%CoreLowPlymouth, MN2026-10-13
Ipswich Investment Management Co., Inc.
36,554$15.8M3.4%CoreLowBeverly, MA2026-10-13
Allspring Global Investments Holdings, LLC
35,932$15.5M0.0%CoreMediumCharlotte, NC2026-11-04
Allen Investment Management, LLC
35,363$15.3M0.2%MomentumMediumNew York, NY2026-11-03
JFS Wealth Advisors, LLC
30,870$13.3M0.7%ETFVery LowHermitage, PA2026-11-03
Cambridge Investment Research Advisors, Inc.
30,569$13.2K0.0%ETFLowFairfield, IA2026-11-02
Kestra Advisory Services, LLC
30,269$13.1M0.0%CoreLowAustin, TX2026-11-02
jvl associates llc
29,127$12.6M3.6%ETFLowWyoming, MI2026-10-09
Balentine LLC
28,743$12.4M0.5%ETFLowAtlanta, GA2026-11-03
Post Resch Tallon Group Inc.
28,344$12.2M8.4%ETFLowPittsford, NY2026-10-09
Blue Trust, Inc.
28,071$12.1M0.1%ETFLowBrentwood, TN2026-10-15
One Day In July LLC
27,052$11.7M0.8%ETFVery LowBurlington, VT2026-10-30
Rebalance, LLC
24,238$10.5M0.5%ETFVery LowPalo Alto, CA2026-10-22
Keybank National Association
23,316$10.1M0.0%CoreLowBrooklyn, OH2026-11-04
Brookstone Capital Management
22,792$9.8M0.1%ETFMediumWheaton, IL2026-10-22
Norris Perne & French LLP
22,141$9.6M0.4%GrowthLowGrand Rapids, MI2026-10-23
St. Louis Trust Co
21,774$9.4M1.0%ETFVery LowSaint Louis, MO2026-11-03
Wilmington Savings Fund Society, FSB
21,412$9.2M0.2%CoreLowWilmington, DE2026-10-23
Anchyra Partners LLC
20,759$9.0M1.9%CoreLowAtlanta, GA2026-10-13
Apella Capital, LLC
20,472$9.0M0.1%ETFVery LowWest Hartford, CT2026-10-08
Parallel Advisors, LLC
20,290$8.8M0.1%IndexLowSan Francisco, CA2026-11-03
Aspiriant, LLC
19,691$8.5M0.2%ETFVery LowLos Angeles, CA2026-10-16
Forte Asset Management LLC
18,905$8.2M3.3%ETFLowBedford, NY2026-10-13
BigSur Wealth Management LLC
18,800$8.1M1.9%GrowthLowMiami, FL2026-10-13
West Paces Advisors Inc.
18,399$7.9M1.4%ETFLowAtlanta, GA2026-10-13
Strategic Equity Management
17,865$7.7M6.7%ETFHighTucson, AZ2026-11-04
Elyxium Wealth, LLC
17,730$7.7M0.8%GrowthVery LowBeverly Hills, CA2026-10-27
Vise Technologies, Inc.
17,570$7.6M0.1%IndexLowNew York, NY2026-10-29
Triune Financial Partners, LLC
17,450$7.5M1.5%ETFVery LowOverland Park, KS2026-11-03
Winthrop Advisory Group LLC
16,500$7.1M0.4%ETFVery LowBoston, MA2026-10-22
MPS Loria Financial Planners, LLC
15,952$6.9M1.3%ETFVery LowBurr Ridge, IL2026-10-14
Mission Wealth Management, LP
15,462$6.7M0.1%ETFLowSanta Barbara, CA2026-10-15
Aries Wealth Management
15,294$6.6M1.3%CoreVery LowPortland, ME2026-10-23
Ascent Wealth Partners, LLC
14,599$6.3M0.6%GrowthLowNew Hartford, NY2026-10-23
Midwest Professional Planners, Ltd.
14,410$6.2M1.2%GrowthMediumWausau, WI2026-10-29
Chicago Partners Investment Group LLC
14,325$6.2M0.1%GARPLowChicago, IL2026-10-27
Financial Council, LLC
13,860$6.0M1.9%ETFVery LowTowson, MD2026-11-02
Sowell Financial Services LLC
13,819$6.0M0.2%CoreLowNorth Little Rock, AR2026-10-23
SAX Wealth Advisors, LLC
13,671$5.9M0.2%ETFVery LowParsippany, NJ2026-10-13
Halbert Hargrove Global Advisors, LLC
13,430$5.8M0.3%ETFLowLong Beach, CA2026-10-16
William Howard & Co Financial Advisors Inc
13,023$5.6M4.5%ETFVery LowMemphis, TN2026-11-04
Aquire Wealth Advisors, LLC
12,698$5.5M1.2%ETFVery LowSalt Lake City, UT2026-10-23
Prime Capital Investment Advisors, LLC
12,360$5.3M0.1%ETFLowOverland Park, KS2026-10-20
Blue Fin Capital, Inc.
11,831$5.1M0.7%GrowthVery LowWarren, RI2026-10-28
Simon Quick Advisors, LLC
11,778$5.1M0.2%ETFLowMorristown, NJ2026-10-26
Xponance LLC
11,405$4.9M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Concurrent Investment Advisors, LLC
10,784$4.7M0.0%GrowthMediumTampa, FL2026-10-16
Single Point Partners, LLC
10,702$4.6M0.8%ETFVery LowBoston, MA2026-10-19
Intelligence Driven Advisers, LLC
10,346$4.5M0.8%ETFLowCarlsbad, CA2026-10-09
First Heartland Consultants, Inc.
10,097$4.4M0.3%ETFMediumLake St. Louis, MO2026-10-08
Certuity, LLC
9,737$4.2M0.2%GARPLowNorth Palm Beach, FL2026-11-02
Norden Group LLC
9,374$4.0M0.3%GrowthMediumProvo, UT2026-10-20
Fort Washington Investment Advisors Inc
9,371$4.0M0.0%CoreLowCincinnati, OH2026-10-15
Lakeshore Financial Planning, Inc.
8,897$3.8M1.2%ETFLowSt. Clair Shores, MI2026-10-13
Family Office Research LLC
8,887$3.8M1.5%ETFLowBethesda, MD2026-10-14
Washington Trust Co
8,390$3.6M0.1%GrowthVery LowWesterly, RI2026-10-22
First Hawaiian Bank
8,107$3.5M0.4%ETFVery LowHonolulu, HI2026-10-14
GC Wealth Management RIA, LLC
7,695$3.3M0.2%GrowthMediumCambridge, MA2026-11-02
Prospera Financial Services Inc
7,450$3.2M0.0%CoreMediumDallas, TX2026-11-04
Meridian Financial Partners LLC
7,134$3.1M1.0%GrowthLowWarrenton, VA2026-10-23
Wealthcare Capital Management LLC
7,062$3.0M0.3%ETFVery LowRichmond, VA2026-10-21
Beacon Investment Advisory Services, Inc.
6,938$3.0M0.1%GrowthLowMorristown, NJ2026-10-13
Badgley Phelps Wealth Managers, LLC
6,879$3.0M0.1%GrowthVery LowSeattle, WA2026-10-22
Wedmont Private Capital
6,858$3.0M0.1%IndexVery LowWest Chester, PA2026-10-09
Bernardo Wealth Planning LLC
6,822$2.9M0.2%ETFVery LowHarleysville, PA2026-10-23
Avant Financial Advisors LLC
6,717$2.9M1.8%ETFVery LowAustin, TX2026-11-02
Fonville Wealth Management LLC
6,693$2.9M0.4%ETFVery LowRichmond, VA2026-10-28
OpenArc Corporate Advisory, LLC
6,641$2.9M0.0%GrowthLowAtlanta, GA2026-10-21
Modera Wealth Management, LLC
6,494$2.8M0.0%ETFVery LowWestwood, NJ2026-10-28
Indivisible Partners
6,322$2.7M0.1%GrowthMediumClearwater, FL2026-10-26
City Holding Co
6,288$2.7M0.3%CoreLowCharleston, WV2026-10-19
Signature Resources Capital Management, LLC
6,226$2.7M1.1%ETFLowNewport Beach, CA2026-10-16
Sigma Planning Corp
5,948$2.6M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Sterling Capital Management LLC
5,813$2.5M0.1%GARPMediumCharlotte, NC2026-10-22
First National Trust Co
5,651$2.4M0.1%GrowthLowJohnstown, PA2026-10-28
Foundation Wealth Management, Llc\pa
5,640$2.4M0.8%ETFLowMedia, PA2026-10-14
Yardley Wealth Management LLC
5,602$2.4M1.1%ETFVery LowYardley, PA2026-10-23
Verum Partners LLC
5,539$2.4M0.4%ETFLowCharlotte, NC2026-10-21
Moisand Fitzgerald Tamayo, LLC
5,500$2.4M0.2%ETFVery LowOrlando, FL2026-10-15
Wesbanco Bank Inc
5,492$2.4M0.1%CoreLowWheeling, WV2026-11-04
Silvia Mccoll Wealth Management, LLC
5,448$2.4M1.4%CoreVery LowSan Diego, CA2026-10-07
Wealth Architects, LLC
5,430$2.3M0.2%ETFVery LowMountain View, CA2026-11-03
Strategic Blueprint, LLC
5,375$2.3M0.1%ETFLowAtlanta, GA2026-10-22
Avidian Wealth Enterprises, LLC
5,311$2.3M0.1%ETFLowHouston, TX2026-10-08
High Probability Advisors, LLC
5,180$2.2M0.3%ETFVery LowPittsford, NY2026-10-19
Beacon Financial Group
5,071$2.2M0.2%ETFMediumDallas, TX2026-10-19
Castle Rock Wealth Management, LLC
4,892$2.2M0.4%GrowthMediumWalnut Creek, CA2026-10-09
Wealthcare Advisory Partners LLC
4,842$2.1M0.0%ETFLowWest Chester, PA2026-10-21
Manchester Financial Inc
4,766$2.1M0.4%ETFMediumWestlake Village, CA2026-10-15
Cohen Capital Management, Inc.
4,638$2.0M0.3%CoreVery LowCorte Madera, CA2026-10-14
Garde Capital, Inc.
4,628$2.0M0.1%ETFLowSeattle, WA2026-10-29
Independence Bank of Kentucky
4,619$2.0M0.2%GrowthLowOwensboro, KY2026-10-26
Ledyard National Bank
4,589$2.0M0.2%CoreLowHanover, NH2026-10-21
Asset Dedication, LLC
4,519$2.0M0.1%ETFLowSan Francisco, CA2026-11-03
Motive Wealth Advisors
4,508$1.9M0.8%ETFVery LowBirmingham, MI2026-10-26
Chesley Taft & Associates LLC
4,303$1.9M0.1%CoreLowChicago, IL2026-10-13
Tennessee Valley Asset Management Partners
4,249$1.8M0.2%ETFLowKnoxville, TN2026-11-03
Midwest Trust Co
4,209$1.8M0.0%CoreLowOverland Park, KS2026-10-22
Canandaigua National Bank & Trust Co
4,150$1.8M0.2%CoreVery LowCanandaigua, NY2026-10-07
Moneywise, Inc.
4,129$1.8M1.7%ETFMediumForest, VA2026-10-30
Timonier Family Office, Ltd.
4,101$1.8M0.6%ETFVery LowWinston Salem, NC2026-11-03
Brown Wealth Management, LLC
4,031$1.7M0.4%ETFMediumNaperville, IL2026-10-20
Rossmore Private Capital
3,999$1.7M0.1%CoreLowGlastonbury, CT2026-10-27
Independent Financial Group, LLC
3,944$1.7M0.0%GrowthLowSan Diego, CA2026-10-13
Retirement Planning Group, LLC
3,776$1.6M0.0%ETFVery LowLeawood, KS2026-10-19
Sensible Money, LLC
3,729$1.6M0.4%ETFVery LowScottsdale, AZ2026-10-20
Augustine Asset Management Inc
3,714$1.6M0.3%GrowthVery LowJacksonville, FL2026-10-13
Firestone Capital Management
3,675$1.6M0.3%ETFVery LowSouth Miami, FL2026-11-03
SilverOak Wealth Management LLC
3,634$1.6M0.2%ETFVery LowEdina, MN2026-10-29
McClarren Financial Advisors, Inc.
3,589$1.5M0.8%ETFMediumState College, PA2026-10-15
Indiana Trust & Investment Management Co
3,547$1.5M0.4%GrowthLowMishawaka, IN2026-10-22
New England Private Wealth Advisors LLC
3,497$1.5M0.1%ETFVery LowWellesley, MA2026-10-19
Smith Salley Wealth Management
3,495$1.5M0.1%GrowthLowGreensboro, NC2026-11-03
RFG - Bristol Wealth Advisors, LLC
3,483$1.5M0.4%ETFLowTaunton, MA2026-10-09
Phillip James Consulting Co.
3,412$1.5M1.0%ETFVery HighPlymouth, MN2026-11-03
Abacus Planning Group, Inc.
3,387$1.5M0.2%ETFLowColumbia, SC2026-11-02
Atala Financial Inc
3,383$1.5M0.8%CoreLowCalabasas, CA2026-10-22
Cahaba Wealth Management, Inc.
3,332$1.4M0.1%ETFVery LowAtlanta, GA2026-10-26
ETF Portfolio Partners, Inc.
3,312$1.4M0.4%ETFVery LowLeawood, KS2026-10-22
CoreCap Advisors, LLC
3,271$1.4M0.0%ETFMediumSouthfield, MI2026-10-08
Graves Light Lenhart Wealth, Inc.
3,244$1.4M0.1%ETFVery LowHarrisonburg, VA2026-10-09
Visionary Wealth Advisors
3,227$1.4M0.1%ETFLowO'Fallon, IL2026-11-04
Valeo Financial Advisors, LLC
3,194$1.4M0.0%ETFLowCarmel, IN2026-10-08
Sonata Capital Group Inc
3,190$1.4M0.4%ETFVery LowSeattle, WA2026-10-19
Crescent Grove Advisors, LLC
3,119$1.3M0.1%ETFLowLake Forest, IL2026-10-21
Carter Financial Group, Inc.
3,115$1.3M0.7%GrowthLowBarrington, IL2026-10-21
Parcion Private Wealth LLC
3,107$1.3M0.1%CoreMediumBellevue, WA2026-10-28
Sage Mountain Advisors LLC
3,053$1.3M0.1%ETFLowAtlanta, GA2026-11-02
Well Done, LLC
3,048$1.3M0.2%ETFLowHolland, MI2026-10-20
E&G Advisors, LLC
3,002$1.3M0.2%ETFVery LowHouston, TX2026-10-13
American State Bank (Iowa)
2,999$1.3M0.5%GrowthVery LowSioux Center, IA2026-11-03
Owl Creek Wealth Partners LLC
2,990$1.3M0.4%IndexLowGreenwood Village, CO2026-10-20
Park Avenue Securities LLC
2,987$1.3K0.0%ETFMediumNew York, NY2026-10-26
XML Financial, LLC
2,967$1.3M0.1%ETFLowBethesda, MD2026-10-29
SkyOak Wealth, LLC
2,961$1.3M0.2%ETFLowSouthfield, MI2026-10-28
International Assets Investment Management, LLC
2,881$1.2M0.1%CoreVery HighOrlando, FL2026-11-02
Old Mission Investment Co LLC
2,800$1.2M0.2%ETFLowTraverse City, MI2026-10-22
GHP Investment Advisors, Inc.
2,796$1.2M0.0%CoreVery LowDenver, CO2026-10-15
Beaumont Asset Management, L.L.C.
2,791$1.2M0.4%ETFLowBeaumont, TX2026-10-16
Glenview Trust Co
2,748$1.2M0.0%GrowthVery LowLouisville, KY2026-10-28
Aprio Wealth Management, LLC
2,729$1.2M0.1%ETFMediumAtlanta, GA2026-10-28
Dynamic Advisor Solutions LLC
2,680$1.2M0.0%ETFLowPhoenix, AZ2026-10-13
Soltis Investment Advisors LLC
2,651$1.1M0.1%CoreMediumSt. George, UT2026-10-28
Facet Wealth, Inc.
2,642$1.1M0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Asset Allocation & Management Company, LLC
2,641$1.1K0.0%ETFLowChicago, IL2026-10-13
Strategic Family Wealth Counselors, L.L.C.
2,640$1.1M0.3%ETFVery LowFairfield, NJ2026-10-29
Hunter Associates Investment Management LLC
2,575$1.1K0.0%CoreLowPittsburgh, PA2026-10-26
Quadrant Private Wealth Management, LLC
2,561$1.1M0.1%GrowthLowCenter Valley, PA2026-11-04
McGlone Suttner Wealth Management, Inc.
2,521$1.1M0.1%ETFVery LowAppleton, WI2026-10-13
W Advisors, LLC
2,520$1.1M0.5%CoreLowGermantown, TN2026-11-02
Wealth Management Partners, LLC
2,515$1.1M0.3%Agg GrowthLowTucson, AZ2026-10-21
Nestegg Advisors, Inc.
2,497$1.1M0.7%ETFLowHauppauge, NY2026-10-21
Farther Finance Advisors, LLC
2,487$1.1M0.0%IndexLowSan Francisco, CA2026-10-08
Coyle Financial Counsel LLC
2,460$1.1M0.2%ETFVery LowGlenview, IL2026-10-28
Red Spruce Capital, LLC
2,408$1.0M0.4%GrowthMediumBerwyn, PA2026-10-07
Acropolis Investment Management, LLC
2,355$1.0M0.0%ETFLowSt. Louis, MO2026-10-08
Patten & Patten Inc
2,347$1.0M0.1%CoreLowChattanooga, TN2026-10-26
Harbor Investment Advisory, LLC
2,335$1.0M0.1%GrowthLowLutherville, MD2026-10-13
Kestra Private Wealth Services, LLC
2,334$1.0M0.0%GrowthLowAustin, TX2026-10-30
Private Trust Co NA
2,329$1.0M0.1%CoreLowCleveland, OH2026-10-20
Bayshore Capital Advisors, LLC
2,301$993.3K0.5%YieldMediumTampa, FL2026-11-02
D.A. Davidson & Co.
2,278$983.5K0.0%CoreLowGreat Falls, MT2026-10-28
MSH Capital Advisors LLC
2,267$978.4K0.2%CoreLowScottsdale, AZ2026-11-03
Evergreen Capital Management LLC
2,122$916.0K0.0%GARPMediumBellevue, WA2026-10-23
Prosperity Planning, Inc.
2,098$905.6K0.2%ETFVery LowNorth Kansas City, MO2026-10-09
Burns J W & Co Inc
2,085$900.0K0.1%GrowthVery LowDewitt, NY2026-10-20
Choreo, LLC
2,077$896.5K0.0%IndexLowRockford, IL2026-10-28
AGH Wealth Advisors, LLC
2,056$887.5K0.5%GrowthLowWichita, KS2026-10-26
Martin Capital Advisors, LLP
2,040$880.6K0.5%GrowthVery LowSan Antonio, TX2026-10-15
Ascent Group, LLC
2,022$872.8K0.0%CoreLowVirginia Beach, VA2026-10-30
Greenwood Capital Associates LLC
1,941$837.9K0.1%CoreMediumGreenwood, SC2026-10-27
Perigon Wealth Management, LLC
1,941$837.9K0.0%GrowthLowSan Francisco, CA2026-10-22
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
1,927$831.9K0.0%ETFMediumWestlake, OH2026-10-14
Baring Financial LLC
1,921$829.4K0.4%ETFLowBellingham, WA2026-10-07
Bokf, NA
1,898$819.3K0.0%CoreLowTulsa, OK2026-10-27
Forum Financial Management, LP
1,868$806.3K0.0%ETFLowLombard, IL2026-10-16
Waystone Advisors LLC
1,842$785.4K0.6%ETFLowRedmond, WA2026-10-16
Armbruster Capital Management, Inc.
1,840$794.3K0.1%ETFVery LowPittsford, NY2026-10-19
RKL Wealth Management LLC
1,827$788.6K0.1%ETFVery LowLancaster, PA2026-10-16
Climber Capital SA
1,800$736.7K0.5%ETFLowNyon, Switzerland2026-10-20
Ellis Investment Partners, LLC
1,752$756.5K0.1%ETFLowBerwyn, PA2026-10-21
Cambridge Financial Group, LLC
1,732$738.5K0.2%ETFLowTucson, AZ2026-10-06
MTM Investment Management, LLC
1,720$742.5K0.2%CoreVery LowSpartanburg, SC2026-10-30
Mullaney, Keating & Wright, Inc.
1,719$742.0K0.3%GrowthVery LowMiddletown, CT2026-10-19
First Interstate Bank
1,718$741.6K0.0%ETFLowBillings, MT2026-10-23
Burke & Herbert Bank & Trust Co
1,716$740.7K0.2%CoreVery LowAlexandria, VA2026-11-02
ASL Financial, LLC
1,715$740.3K0.5%ETFVery LowLos Gatos, CA2026-10-15
Third View Private Wealth, LLC
1,690$729.5K0.1%GrowthLowWestport, CT2026-10-30
Ashton Thomas Private Wealth, LLC
1,685$727.3K0.0%CoreMediumScottsdale, AZ2026-11-03
Patten Group, Inc.
1,670$720.9K0.1%CoreLowChattanooga, TN2026-10-26
Bradley & Co. Private Wealth Management, LLC
1,653$713.5K0.3%CoreVery LowMiami, FL2026-10-23
Affinity Capital Advisors, LLC
1,637$721.9K0.1%ETFLowBerkeley, CA2026-10-13
1834 Investment Advisors Co
1,630$703.6K0.1%ValueLowMilwaukee, WI2026-10-16
Grey Fox Wealth Advisors, LLC
1,630$703.6K0.1%ETFLowRockland, DE2026-11-03
Root Financial Partners, LLC
1,615$697.1K0.0%ETFMediumEncinitas, CA2026-10-21
Associated Banc-Corp
1,599$690.2K0.0%CoreLowGreen Bay, WI2026-10-30
Boston Trust Walden Corp
1,590$686.3K0.0%CoreLowBoston, MA2026-10-30
Ashford Advisors, LLC
1,583$683.3K0.1%ETFVery LowPittsford, NY2026-11-02
Foster Group, Inc.
1,582$682.9K0.0%ETFVery LowUrbandale, IA2026-10-13
Wealth Effects LLC
1,569$677.3K0.2%GrowthLowBoston, MA2026-10-23
USA Financial Formulas
1,555$671.2K0.1%ETFVery HighAda, MI2026-10-16
Stronghold Wealth Management L.L.C.
1,548$668.2K0.9%CoreLowTampa, FL2026-10-16
RVW Wealth, LLC
1,522$657.0K0.0%ETFVery LowLos Angeles, CA2026-10-06
Mitchell Sinkler & Starr
1,500$647.5K0.3%CoreVery LowPhiladelphia, PA2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
1,497$646.4K0.0%GrowthVery LowSeattle, WA2026-10-27
Midland Wealth Advisors, LLC
1,487$641.9K0.0%ETFLowEffingham, IL2026-10-26
Frank, Rimerman Advisors LLC
1,463$631.5K0.0%GrowthLowPalo Alto, CA2026-10-16
Elevation Point Wealth Partners, LLC
1,463$631.6K0.0%CoreHighDenver, CO2026-11-05
Investmark Advisory Group LLC
1,458$629.4K0.2%ETFVery LowShelton, CT2026-10-27
Mason & Associates, LLC
1,448$625.0K0.1%ETFVery LowNewport News, VA2026-10-26
Curry Webb Wealth Management LLC
1,435$611.9K0.3%ETFLowIndianapolis, IN2026-10-22
May Hill Capital, LLC
1,408$607.7K0.1%ETFLowCohasset, MA2026-11-03
Camden National Bank
1,405$606.5K0.1%CoreVery LowCamden, ME2026-11-02
J.Safra Asset Management Corp
1,402$605.2K0.0%ETFLowNew York, NY2026-11-03
Wedbush Securities Inc
1,397$6030.0%CoreLowPasadena, CA2026-10-22
Spire Wealth Management
1,389$599.7K0.0%GrowthMediumMclean, VA2026-10-30
Avantax Planning Partners, Inc.
1,336$576.7K0.0%ETFLowDubuque, IA2026-11-03
Ironwood Wealth Management, Llc.
1,324$571.5K0.1%ETFLowChandler, AZ2026-10-28
Meridian Wealth Management, LLC
1,320$569.9K0.0%GrowthLowLexington, KY2026-11-05
Schmidt P J Investment Management Inc
1,310$565.5K0.1%GrowthVery LowCedarburg, WI2026-11-02
Fluent Financial, LLC
1,279$552.1K0.2%ETFVery HighDallas, TX2026-10-13
Detalus Advisors, LLC
1,271$548.6K0.1%ETFLowSt. Louis, MO2026-10-15
Oppenheimer & Co Inc
1,264$545.6K0.0%CoreLowNew York, NY2026-10-26
CWA Asset Management Group, LLC
1,241$535.7K0.0%CoreMediumNaples, FL2026-10-19
Platt Wealth Management LLC
1,234$532.0K0.7%GrowthVery LowSan Diego, CA2026-11-04
TCI Wealth Advisors, Inc.
1,227$529.5K0.0%ETFLowTucson, AZ2026-10-30
Summit Financial Strategies, Inc.
1,221$527.1K0.0%ETFLowColumbus, OH2026-10-14
Auour Investments LLC
1,208$521.4K0.1%ETFLowWoburn, MA2026-10-28
Madrid Wealth Management, LLC
1,205$520.2K0.3%ETFLowAlbuquerque, NM2026-10-23
Greenhouse Wealth Management, LLC
1,204$520.8K0.4%ETFVery LowWestport, CT2026-10-20
Ferguson Wellman Capital Management, Inc
1,203$519.3K0.0%CoreLowPortland, OR2026-10-05
Stone Wealth Partners
1,192$515.1K0.2%ETFLowJefferson, LA2026-11-05
William Mack & Associates, Inc.
1,192$514.6K0.2%ETFLowTroy, MI2026-10-27
Plancorp, LLC
1,187$509.2K0.0%ETFLowSaint Louis, MO2026-11-03
Daymark Wealth Partners, LLC
1,183$510.7K0.0%CoreLowCincinnati, OH2026-11-04
Syverson Strege & Co
1,182$510.2K0.1%ETFVery LowWest Des Moines, IA2026-11-02
Shakespeare Wealth Management, LLC
1,158$499.9K0.1%ETFMediumPewaukee, WI2026-10-28
J. Derek Lewis & Associates Inc.
1,154$498.4K0.1%ETFLowNewport Beach, CA2026-11-03
1900 Wealth Management LLC
1,154$498.0K0.0%ETFLowSan Antonio, TX2026-10-13
Williams Jones Wealth Management, Llc.
1,150$496.4K0.0%GrowthLowNew York, NY2026-11-05
Versant Capital Management, Inc
1,142$493.1K0.0%GARPLowPhoenix, AZ2026-10-02
Accurate Wealth Management, LLC
1,141$502.4K0.0%CoreMediumWesley Chapel, FL2026-10-20
Angeles Wealth Management, LLC
1,138$491.2K0.0%ETFLowSanta Monica, CA2026-10-26
Veracity Capital LLC
1,120$483.3K0.1%GrowthLowAtlanta, GA2026-10-08
Revolve Wealth Partners, LLC
1,116$481.8K0.1%ETFVery LowHackensack, NJ2026-10-23
Verus Capital Partners, LLC
1,115$481.3K0.0%GrowthLowScottsdale, AZ2026-11-03
Cookson Peirce & Co Inc
1,113$480.4K0.0%GrowthHighPittsburgh, PA2026-10-30
James J. Burns & Company, LLC
1,100$474.8K0.1%ETFVery LowMelville, NY2026-10-22
IFP Advisors, Inc
1,069$461.4K0.0%GrowthLowTampa, FL2026-10-16
Outlook Wealth Advisors, LLC
1,068$461.0K0.1%ETFMediumShenandoah, TX2026-10-28
Mather Group, Llc.
1,062$458.2K0.0%ETFMediumChicago, IL2026-10-14
Telos Capital Management, Inc.
1,058$456.7K0.0%CoreLowSan Diego, CA2026-11-02
Gryphon Financial Partners LLC
1,054$455.0K0.0%IndexLowColumbus, OH2026-11-04
Davidson Investment Advisors
1,050$453.2K0.0%CoreLowGreat Falls, MT2026-10-20
Robertson Stephens Wealth Management, LLC
1,042$449.9K0.0%ETFMediumSan Francisco, CA2026-10-16
Lauterbach Financial Advisors, LLC
1,035$446.8K0.2%ETFVery LowEl Paso, TX2026-10-21
Annex Advisory Services, LLC
1,031$445.0K0.0%GrowthHighBrookfield, WI2026-10-16
ARS Wealth Advisors Group, LLC
1,025$442.5K0.0%CoreLowSt. Petersburg, FL2026-10-16
Rockwood Wealth Management, LLC
1,017$438.9K0.0%ETFVery LowNew Hope, PA2026-10-27
Walled Lake Planning & Wealth Management, LLC
1,010$436.2K0.1%ETFLowHighland Park, IL2026-10-29
Almanack Investment Partners, Llc.
1,010$436.0K0.1%ETFMediumNewtown Square, PA2026-11-03
Biltmore Family Office, LLC
1,005$433.8K0.1%GrowthLowCharlotte, NC2026-11-03
Capital Advisors Wealth Management, LLC
1,000$431.7K0.0%ETFLowYakima, WA2026-10-09
Manchester Capital Management LLC
1,000$431.7K0.1%CoreLowManchester, VT2026-10-22
Willow Creek Wealth Management Inc.
995$429.5K0.0%ETFVery LowSebastopol, CA2026-10-26
Reicon Wealth Advisors, LLC
995$429.5K0.2%ETFLowAtlanta, GA2026-11-04
Eclectic Associates Inc
993$428.7K0.0%ETFVery LowFullerton, CA2026-10-09
Fulton Breakefield Broenniman LLC
982$423.9K0.0%GrowthLowBethesda, MD2026-11-03
Jacobs & Co
982$4230.0%GrowthLowSan Francisco, CA2026-10-09
DT Investment Partners, LLC
975$420.9K0.0%ETFVery LowChadds Ford, PA2026-10-27
Assetmark, Inc
968$417.8K0.0%ETFLowConcord, CA2026-10-21
TD Private Client Wealth LLC
959$414.0K0.0%ETFLowNew York, NY2026-10-28
Altiora Financial Group, LLC
953$411.4K0.1%ETFLowLebanon, OH2026-11-04
Ascentis Independent Advisors
948$409.4K0.0%ETFLowDallas, TX2026-11-03
BostonPremier Wealth LLC
895$386.5K0.2%ETFVery LowHanover, MA2026-10-16
AdvisorNet Financial, Inc
887$386.0K0.0%ETFLowMinnetonka, MN2026-10-15
Navigation Group, LLC
876$378.1K0.1%ETFVery LowRedwood City, CA2026-10-28
Broussard Financial Group LLC
873$376.8K0.3%ETFMediumKaplan, LA2026-10-26
Capital Squared Financial LLC
859$371.0K0.2%ETFVery LowRockville, MD2026-10-30
Flagship Harbor Advisors, LLC
845$364.8K0.0%ETFMediumBoston, MA2026-10-26
Victory Financial Group, LLC
843$363.8K0.0%ETFLowAustin, TX2026-10-27
Moran Wealth Management, LLC
839$362.2K0.0%CoreMediumNaples, FL2026-10-22
Reynders McVeigh Capital Management, LLC
833$359.7K0.0%GrowthLowBoston, MA2026-10-30
Alternative Investment Advisors, Llc.
833$360.0K0.1%ETFMediumMaitland, FL2026-11-03
VestGen Advisors, LLC
819$353.6K0.0%GrowthMediumChicago, IL2026-10-27
Alpine Bank Wealth Management
800$345.3K0.0%ETFHighGrand Junction, CO2026-10-16
Willis Johnson Wealth, Inc.
795$343.1K0.0%ETFLowHouston, TX2026-11-03
Galvin, Gaustad & Stein, LLC
793$342.5K0.0%CoreMediumScottsdale, AZ2026-10-08
Sightline Wealth Advisors, LLC
793$342.1K0.2%ETFLowGroton, CT2026-10-21
Fifth Third Wealth Advisors LLC
788$340.1K0.0%IndexVery LowCincinnati, OH2026-10-22
Linden Thomas Advisory Services, LLC
785$339.1K0.0%CoreLowCharlotte, NC2026-10-19
Silverlake Wealth Management LLC
783$338.0K0.1%ETFLowWilliston, VT2026-10-21
Prosperity Financial Group, Inc.
782$337.8K0.1%GrowthMediumSan Ramon, CA2026-10-29
CFG Wealth Management Services, Inc.
779$337.0K0.3%ETFLowIndianapolis, XX2026-10-21
PFG Advisors
773$333.7K0.0%ETFMediumPhoenix, AZ2026-10-16
Titleist Asset Management, LLC
765$330.1K0.0%ETFLowSan Antonio, TX2026-10-08
FAI Advisors, Inc.
762$328.9K0.1%GrowthLowFarmington Hills, MI2026-10-27
Core Wealth Management, Inc.
761$328.3K0.1%ETFVery LowJupiter, FL2026-10-22
Capital Investment Counsel, LLC
761$328.7K0.0%CoreLowDenver, CO2026-10-14
RMR Wealth Builders
758$327.1K0.0%ETFLowMontclair, NJ2026-10-22
Diversify Advisory Services, LLC
756$330.3K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
756$330.3K0.0%GrowthMediumSandy, UT2026-10-20
BridgePort Financial Solutions, LLC
755$325.8K0.1%ETFLowFairfield, IA2026-11-02
Capital Investment Advisors, LLC
750$323.6K0.0%CoreLowAtlanta, GA2026-10-22
Chilton Capital Management LLC
740$319.4K0.0%GrowthMediumHouston, TX2026-10-28
Sapient Capital LLC
734$316.8K0.0%GrowthMediumIndianapolis, IN2026-10-08
Cannon Financial Strategists, Inc.
723$312.1K0.0%ETFVery LowAthens, GA2026-10-19
Summit Place Financial Advisors, LLC
720$310.8K0.1%CoreMediumSummit, NJ2026-10-23
Evanson Financial, LLC
716$309.1K0.0%ETFN/AMclean, VA2026-10-23
Tepp RIA, LLC
710$306.5K0.2%ETFMediumWestfield, NJ2026-10-14
UMB Private Wealth Management, LLC
709$306.0K0.3%GrowthN/AKansas City, MO2026-10-19
Shepherd Street Advisors LLC
708$312.2K0.3%GrowthLowLarkspur, CA2026-10-21
Briggs Wealth Management, Inc
706$304.8K0.3%ETFLowGlastonbury, CT2026-10-26
Legacy Advisors, LLC
705$304.3K0.0%ETFLowPlymouth Meeting, PA2026-10-19
Petersen Hastings Wealth Advisors Inc.
704$303.9K0.0%ETFLowKennewick, WA2026-10-27
Pacific Center for Financial Services
701$302.4K0.1%ETFMediumDanville, CA2026-10-15
B. Riley Wealth Advisors, Inc.
700$302.2K0.0%GrowthLowMemphis, TN2026-10-13
BetterWealth, LLC
698$276.0K0.0%ETFVery LowSan Jose, CA2026-10-15
Parkside Investments, LLC
693$299.1K0.0%ETFLowDeerfield, IL2026-10-20
Canopy Partners, LLC
682$294.4K0.1%GrowthLowCincinnati, OH2026-10-28
Salomon & Ludwin, LLC
679$293.1K0.0%ETFVery LowRichmond, VA2026-10-29
Loring Wolcott & Coolidge Fiduciary Advisors LLP
675$291.4K0.0%GrowthVery LowBoston, MA2026-10-23
Grant Street Asset Management, Inc.
667$288.0K0.0%ETFVery LowCanonsburg, PA2026-10-26
Marquette Asset Management, LLC
661$285.3K0.0%ETFVery LowMinneapolis, MN2026-10-09
Ridgewood Investments LLC
658$284.0K0.1%ValueMediumSpringfield, NJ2026-10-05
QTR Family Wealth, LLC
658$284.0K0.1%GrowthMediumLake Mary, FL2026-11-02
Summit Wealth Group LLC / Co
656$283.2K0.0%ETFHighColorado Springs, CO2026-10-29
Schorn Wealth LLC
655$283.0K0.1%ETFLowEnglewood, FL2026-10-14
SwitchPoint Financial Planning, LLC
634$273.7K0.2%ETFVery LowLehi, UT2026-11-02
Carnegie Investment Counsel
633$273.2K0.0%CoreLowPepper Pike, OH2026-10-20
RIA Advisory Group LLC
632$272.7K0.1%ETFHighSioux Falls, SD2026-10-15
Birch Hill Investment Advisors LLC
630$271.9K0.0%CoreVery LowBoston, MA2026-10-16
Penobscot Investment Management Company, Inc.
626$270.2K0.0%GrowthLowBoston, MA2026-10-26
LJI Wealth Management, LLC
615$265.5K0.0%ETFLowIndianapolis, IN2026-10-28
Granite FO LLC
612$264.2K0.1%GARPVery LowGilford, NH2026-10-14
CRA Financial Services, LLC
600$259.0K0.0%ETFVery LowNorthfield, NJ2026-10-16
Benchmark Financial, LLC
586$252.8K0.2%ETFVery LowWilmington, DE2026-10-16
Burney Co/
566$244.3K0.0%GARPMediumReston, VA2026-10-15
KPP Advisory Services LLC
560$241.7K0.0%GrowthMediumLouisville, KY2026-10-26
Albion Financial Group
558$240.9K0.0%GrowthLowSalt Lake City, UT2026-10-21
Kohmann Bosshard Financial Services, LLC
555$239.6K0.0%ETFLowFairlawn, OH2026-11-04
MCF Advisors LLC
550$237.4K0.0%ETFLowLexington, KY2026-10-28
Kearns & Associates LLC
549$237.0K0.1%ETFVery LowPalos Verdes Estates, CA2026-10-09
Apollon Wealth Management, LLC
545$235.2K0.0%GrowthLowMount Pleasant, SC2026-10-23
Optivise Advisory Services LLC
545$235.3K0.1%ETFMediumFranklin, TN2026-10-19
Private Wealth Management Group, LLC
535$230.9K0.1%ETFLowPrinceton, NJ2026-10-19
Schear Investment Advisers, LLC
528$228.1K0.0%Agg GrowthMediumCincinnati, OH2026-10-14
Tempo Wealth, LLC
528$228.1K0.0%Agg GrowthLowIndependence, OH2026-10-14
Parsons Capital Management Inc
525$226.6K0.0%CoreLowProvidence, RI2026-10-28
Innova Wealth Partners
518$223.8K0.1%ETFHighNewtown, PA2026-10-21
GSG Advisors LLC
517$223.4K0.0%ETFVery LowMount Laurel, NJ2026-11-03
Avior Wealth Management, LLC
512$220.9K0.0%ETFMediumOmaha, NE2026-10-13
EverSource Wealth Advisors, LLC
510$220.1K0.0%CoreMediumBirmingham, AL2026-11-04
Friedenthal Financial
508$219.3K0.1%ETFHighMarlton, NJ2026-10-27
Uptick Partners, LLC
508$219.3K0.0%ETFLowNacogdoches, TX2026-11-04
Creative Financial Designs Inc
502$216.7K0.0%ETFMediumKokomo, IN2026-11-04
Grove Bank & Trust
500$215.8K0.0%ETFLowMiami, FL2026-10-08
Bensler, LLC
500$215.8K0.0%MomentumMediumBellevue, WA2026-11-05
Lake Street Private Wealth, LLC
499$215.4K0.0%GrowthLowChicago, IL2026-10-22
Omega Financial Group, LLC
495$213.8K0.1%ETFVery LowSanta Barbara, CA2026-10-29
Financial Enhancement Group LLC
493$216.7K0.0%ETFMediumAnderson, IN2026-10-08
Shepherd Financial Partners LLC
491$211.9K0.0%ETFLowWinchester, MA2026-11-03
Cornerstone Wealth Management, LLC
491$212.0K0.0%ETFVery LowSt. Peters, MO2026-11-04
Principle Wealth Partners LLC
486$209.9K0.0%CoreVery LowMadison, CT2026-11-02
Power Wealth Management LLC
485$209.4K0.1%ETFLowAlpharetta, GA2026-10-27
Aletheian Wealth Advisors LLC
484$208.9K0.1%ETFVery LowBellevue, WA2026-10-08
Moody Lynn Lieberson & Walker, LLC
482$208.1K0.0%MomentumLowBoston, MA2026-10-14
Flagship Private Wealth, LLC
479$206.6K0.1%ETFLowWoburn, MA2026-11-05
FF Advisors,LLC
476$205.5K0.1%ETFLowManhattan Beach, CA2026-10-21
Paradigm, Strategies in Wealth Management, LLC
475$205.0K0.1%ETFLowMaple Grove, MN2026-10-16
Globalt Investments LLC / GA
474$204.6K0.0%ETFLowAtlanta, GA2026-10-27
Morton Capital Management LLC
474$204.6K0.0%ETFVery LowCalabasas, CA2026-10-23
Wealth Advisors Northwest LLC
473$204.2K0.1%ETFLowPortland, OR2026-10-29
Phillips Financial Management, LLC
473$204.2K0.0%ETFVery LowFort Wayne, IN2026-10-19
Davenport & Co LLC
470$202.8K0.0%CoreMediumRichmond, VA2026-10-14
Align Financial, LLC
465$200.7K0.1%ETFVery LowHermantown, MN2026-10-16
McCarley & Cook Financial Planners
465$200.7K0.2%ETFLowCincinnati, OH2026-10-21
Newton One Investments LLC
464$200.5K0.1%ETFVery LowNewark, DE2026-10-14
Pittenger & Anderson Inc
428$184.8K0.0%CoreLowLincoln, NE2026-11-02
Parkside Financial Bank & Trust
423$182.6K0.0%CoreVery LowSaint Louis, MO2026-10-27
Trust Co
392$169.4K0.0%ETFVery LowManhattan, KS2026-10-09
Security National Bank
379$163.6K0.0%GrowthLowOmaha, NE2026-10-26
TFC Financial Management, Inc.
375$161.9K0.0%ETFVery LowBoston, MA2026-10-26
Plante Moran Financial Advisors, LLC
368$158.9K0.0%ETFVery LowSouthfield, MI2026-11-04
Tounjian Advisory Partners, LLC
360$155.3K0.1%GrowthHighFort Myers, FL2026-11-04
Golden State Wealth Management, LLC
323$139.4K0.0%ETFMediumSanta Ana, CA2026-11-02
Key FInancial Inc
306$132.1K0.0%ETFLowWest Chester, PA2026-11-02
Abound Wealth Management
305$131.6K0.0%ETFVery LowFranklin, TN2026-10-26
MassMutual Private Wealth & Trust, FSB
300$129.5K0.0%CoreLowSpringfield, MA2026-10-05
TD Waterhouse Canada Inc.
298$128.9K0.0%CoreLowToronto, Australia2026-10-16
Cranbrook Wealth Management, LLC
275$118.7K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
Concord Wealth Partners
264$113.8K0.0%GrowthLowAbingdon, VA2026-11-02
Cassaday & Co Wealth Management LLC
246$106.2K0.0%ETFVery LowMclean, VA2026-10-27
Duncker Streett & Co Inc
240$103.6K0.0%GrowthLowSt. Louis, MO2026-10-27
Jnba Financial Advisors
240$103.7K0.0%ETFMediumBloomington, MN2026-11-03
Cape Investment Advisory, Inc.
236$102.1K0.0%ETFLowMcdonough, GA2026-10-13
Tower View Wealth Management LLC
236$102.1K0.0%MomentumMediumShorewood, WI2026-10-23
Realta Investment Advisors
200$86.3K0.0%GrowthMediumWilmington, DE2026-10-14
Pinnacle Wealth Planning Services, Inc.
200$86.3K0.0%GARPLowMansfield, OH2026-10-27
Pflug Koory, LLC
199$85.9K0.0%CoreVery LowOmaha, NE2026-10-26
Legacies Wealth LLC
175$75.5K0.0%ETFLowMinnetonka, MN2026-11-02
Lodestone Wealth Management LLC
166$71.7K0.0%CoreLowSpokane, WA2026-10-14
Laurel Wealth Advisors LLC
165$71.2K0.0%CoreVery LowCharlotte, NC2026-10-27
1620 Investment Advisors, Inc.
148$63.9K0.0%ValueLowPlymouth, MA2026-11-04
RMG Wealth Management LLC
132$57.0K0.0%ETFVery HighPlatteville, WI2026-10-26
Center for Financial Planning, Inc.
131$56.5K0.0%ETFLowSouthfied, MI2026-10-26
Team Financial Group, LLC
131$56.5K0.0%ETFLowTemecula, CA2026-10-30
Advocate Investing Services LLC
126$54.4K0.0%ETFLowWoodbine, MD2026-10-26
Horizons Wealth Management
116$50.1K0.0%ETFLowAsheville, NC2026-10-05
Glass Jacobson Investment Advisors llc
110$47.5K0.0%ETFLowOwings Mills, MD2026-10-26
Hughes Financial Services, LLC
108$47.1K0.0%ETFLowHerndon, VA2026-10-30
Chung Wu Investment Group, LLC
100$43.2K0.0%GrowthMediumSugar Land, TX2026-11-03
Washington Trust Advisors, Inc.
93$40.1K0.0%GrowthLowWellesley, MA2026-10-22
Lanark Financial, Inc.
88$38.0K0.0%CoreMediumBirmingham, AL2026-10-26
Bangor Savings Bank
85$36.7K0.0%ETFLowBangor, ME2026-10-06
Breakwater Investment Management
83$35.8K0.0%ETFLowSeattle, WA2026-10-20
Gamma Investing LLC
64$27.6K0.0%IndexVery LowFoster City, CA2026-10-08
High Point Wealth Management, LLC
57$24.7K0.0%ETFLowChester, NJ2026-11-05
Elevate Wealth Advisory, Inc
56$24.2K0.0%ETFVery LowAthens, GA2026-10-29
Financial Network Wealth Advisors LLC
54$23.3K0.0%ETFLowMurray, UT2026-10-28
Cullen T Bankers, Inc.
51$22.0K0.0%GrowthLowSan Antonio, TX2026-10-28
Financial Perspectives, Inc
50$21.6K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Oakworth Capital, Inc.
44$19.0K0.0%ETFLowBirmingham, AL2026-10-26
Creative Capital Management Investments LLC
31$13.4K0.0%ETFLowSan Diego, CA2026-10-28
MB, Levis & Associates, LLC
27$11.5K0.0%ETFVery LowCenter Valley, PA2026-10-16
Heritage Family Offices, LLP
25$10.8K0.0%GrowthHighScottsdale, AZ2026-11-02
Gilpin Wealth Management, LLC
25$10.8K0.0%GrowthLowDenver, CO2026-10-09
Nova Financial LLC
19$8.2K0.0%N/AN/ATucson, AZ2026-11-04
MH & Associates Securities Management Corp
14$6.0K0.0%YieldLowCarlsbad, CA2026-10-30
Armor Investment Advisors, LLC
11$4.7K0.0%ETFLowRaleigh, NC2026-10-27
Wealth Enhancement Trust Services, Inc.
10$4.3K0.0%GrowthMediumSioux Falls, SD2026-10-07
Wolff Wiese Magana LLC
10$4.3K0.0%GrowthLowCarslbad, CA2026-10-15
Murphy & Mullick Capital Management Corp
10$4.3K0.0%GrowthLowSmithtown, NY2026-11-02
Simplex Trading, LLC
7$3.0K0.0%CoreVery HighChicago, IL2026-11-04
Strategic Advocates LLC
5$2.2K0.0%GrowthLowSacramento, CA2026-11-03
Proathlete Wealth Management LLC
5$2.2K0.0%ETFVery LowBoca Raton, FL2026-10-15
Bfsg, LLC
4$1.7K0.0%CoreLowIrvine, CA2026-10-30
Nfsg Corp
2$8680.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Nemes Rush Group LLC
1$4320.0%CoreVery LowNovi, MI2026-11-04