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Ishares S&P Mid-Cap 400 Valu (IJJ)

CUSIP: 464287705 | NYSE | 1971 institutional holders

Quarters

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

D.A. Davidson & Co.1,171,523
0.9% of portfolio›$161.3M
Cullen T Bankers, Inc.729,561
1.0% of portfolio›$100.5M
Evensky & Katz LLC323,367
0.0% of portfolio›$44.5K
Lido Advisors, LLC280,814
0.1% of portfolio›$38.7M
Midland Wealth Advisors, LLC273,118
1.7% of portfolio›$37.6M
Bokf, NA257,470
0.5% of portfolio›$35.5M
Wilmington Savings Fund Society, FSB255,874
0.8% of portfolio›$35.2M
Willis Johnson Wealth, Inc.235,808
1.8% of portfolio›$32.5M
Courier Capital LLC224,842
1.5% of portfolio›$31.0M
Truist Financial Corp206,629
0.0% of portfolio›$28.5M
Assetmark, Inc189,440
0.0% of portfolio›$26.1M
Creative Planning178,058
0.0% of portfolio›$24.5M
Keybank National Association172,662
0.1% of portfolio›$23.8M
Commonwealth Equity Services, LLC169,664
0.0% of portfolio›$23.4M
Sterling Financial Planning, Inc.167,200
6.3% of portfolio›$23.0M
AlphaCore Capital LLC143,116
0.3% of portfolio›$19.7M
Capital Advisors, Ltd. LLC111,154
0.0% of portfolio›$15.3K
GHP Investment Advisors, Inc.100,719
0.5% of portfolio›$13.9M
Kestra Advisory Services, LLC100,524
0.0% of portfolio›$13.8M
PW Nova Financial Services LLC97,802
2.7% of portfolio›$13.5M
Cassaday & Co Wealth Management LLC95,061
0.2% of portfolio›$13.1M
Salomon & Ludwin, LLC93,952
1.1% of portfolio›$12.9M
Omega Financial Group, LLC92,395
3.9% of portfolio›$12.7M
1834 Investment Advisors Co90,092
1.4% of portfolio›$12.4M
First Merchants Corp84,421
0.4% of portfolio›$11.6M
Ellis Investment Partners, LLC82,527
1.7% of portfolio›$11.4M
Cambridge Investment Research Advisors, Inc.80,194
0.0% of portfolio›$11.0K
Wealth Enhancement Advisory Services, LLC77,210
0.0% of portfolio›$7.0M
Independence Financial Advisors, LLC72,279
2.5% of portfolio›$10.0M
IFP Advisors, Inc65,465
0.2% of portfolio›$9.0M
BIP Wealth, LLC65,168
0.2% of portfolio›$9.0M
OFS Enterprise LLC62,887
2.3% of portfolio›$8.7M
Ddfg, Inc58,859
1.6% of portfolio›$8.1M
InvesTrust56,355
3.1% of portfolio›$7.8M
Foundation Wealth Management, LLC55,319
4.1% of portfolio›$7.6M
Bryn Mawr Trust Advisors, LLC54,778
0.3% of portfolio›$7.5M
Parr Mcknight Wealth Management Group, LLC52,287
0.9% of portfolio›$7.2M
First Citizens Financial Corp50,014
2.9% of portfolio›$6.9M
Hudson Capital Management LLC48,740
1.7% of portfolio›$6.7M
Greenleaf Trust47,794
0.1% of portfolio›$6.6M
Asset Dedication, LLC46,838
0.4% of portfolio›$6.5M
Novem Group46,091
0.6% of portfolio›$6.3M
Ullmann Wealth Partners Group, LLC45,833
0.6% of portfolio›$6.3M
Associated Banc-Corp45,444
0.1% of portfolio›$6.3M
JFS Wealth Advisors, LLC45,196
0.3% of portfolio›$6.2M
Pittenger & Anderson Inc44,390
0.2% of portfolio›$6.1M
BKM Wealth Management, LLC44,328
2.0% of portfolio›$6.1M
Idaho Trust Co43,649
1.8% of portfolio›$6.0M
HB Wealth Management, LLC43,638
0.0% of portfolio›$6.0M
Cordatus Wealth Management LLC39,883
1.2% of portfolio›$5.5M
Ifrah Financial Services, Inc.38,125
1.3% of portfolio›$5.3M
Ironwood Financial, llc38,099
0.8% of portfolio›$5.2M
Csenge Advisory Group37,973
0.2% of portfolio›$5.2M
ETF Portfolio Partners, Inc.37,196
1.3% of portfolio›$5.1M
Soltis Investment Advisors LLC34,791
0.2% of portfolio›$4.8M
Balance Wealth Partners LLC33,588
1.1% of portfolio›$4.6M
Smith Chas P & Associates PA Cpas33,332
0.2% of portfolio›$4.7M
CFS Investment Advisory Services, LLC32,878
0.3% of portfolio›$4.6M
Jnba Financial Advisors32,558
0.3% of portfolio›$4.5M
D.B. Root & Company, LLC31,962
0.9% of portfolio›$4.4M
Stackstone Wealth, LLC31,444
0.4% of portfolio›$4.3M
Fifth Third Wealth Advisors LLC31,182
0.1% of portfolio›$4.3M
Midwest Trust Co30,366
0.0% of portfolio›$4.2M
Trail Ridge Investment Advisors, LLC30,024
1.7% of portfolio›$4.1M
Modera Wealth Management, LLC30,008
0.0% of portfolio›$4.1M
Columbia Bank29,973
0.9% of portfolio›$4.1M
Goelzer Investment Management, Inc.29,496
0.2% of portfolio›$4.1M
Cranbrook Wealth Management, LLC27,602
0.7% of portfolio›$3.8M
LTG Capital LLC27,559
2.6% of portfolio›$3.8M
Neumann Capital Management, LLC27,245
1.0% of portfolio›$3.8M
NorthCrest Asset Manangement, LLC27,123
0.1% of portfolio›$3.8M
Whitaker-Myers Wealth Managers, Ltd.26,987
0.6% of portfolio›$3.7M
Ashton Thomas Private Wealth, LLC26,489
0.1% of portfolio›$3.6M
Glass Jacobson Investment Advisors llc26,241
1.1% of portfolio›$3.6M
ANB Bank25,936
1.3% of portfolio›$3.6M
Leeward Investments, LLC - MA23,803
0.2% of portfolio›$3.3M
Heritage Wealth Management, Inc.23,641
1.1% of portfolio›$3.3M
Farther Finance Advisors, LLC23,317
0.0% of portfolio›$3.2M
Prosperity Planning, Inc.22,889
0.7% of portfolio›$3.2M
Old National Bancorp21,517
0.1% of portfolio›$3.0M
Turning Point Benefit Group, Inc.21,142
1.2% of portfolio›$2.9M
Cooke Wealth Management, LLC20,601
2.4% of portfolio›$2.8M
Guidance Point Advisors, LLC20,289
0.6% of portfolio›$2.8M
Heck Capital Advisors, LLC19,987
0.2% of portfolio›$2.8M
Oppenheimer & Co Inc19,522
0.0% of portfolio›$2.7M
First Hawaiian Bank19,270
0.3% of portfolio›$2.7M
Gerald Baker Financial Group LLC18,597
0.7% of portfolio›$2.6M
Murphy, Middleton, Hinkle & Parker, Inc.17,945
1.0% of portfolio›$2.5M
Choreo, LLC17,851
0.0% of portfolio›$2.5M
Wealth Advisory Solutions, LLC17,758
0.5% of portfolio›$2.4M
Dumont & Blake Investment Advisors LLC17,607
0.6% of portfolio›$2.4M
Almanack Investment Partners, Llc.17,145
0.3% of portfolio›$2.4M
Hazlett, Burt & Watson, Inc.16,657
1.1% of portfolio›$1.9M
TD Private Client Wealth LLC16,603
0.0% of portfolio›$2.3M
Stordahl Capital Management, Inc.16,572
0.4% of portfolio›$2.3M
Breakwater Capital Group16,463
0.3% of portfolio›$2.3M
Vise Technologies, Inc.16,422
0.0% of portfolio›$2.3M
Legacy Wealth Partners, LLC16,115
0.5% of portfolio›$2.2M
Sonata Capital Group Inc16,040
0.7% of portfolio›$2.2M
Sowell Financial Services LLC15,937
0.1% of portfolio›$2.2M
Avior Wealth Management, LLC15,726
0.1% of portfolio›$2.2M
Smith Shellnut Wilson LLC15,211
0.8% of portfolio›$2.1M
First Citizens Bank & Trust Co14,844
0.0% of portfolio›$2.0M
Concurrent Investment Advisors, LLC14,336
0.0% of portfolio›$2.0M
Thompson Investment Management, Inc.14,236
0.2% of portfolio›$2.0M
Pinnacle Bancorp, Inc.14,023
0.5% of portfolio›$1.9M
Caldwell Trust Co13,889
0.2% of portfolio›$1.9M
Founders Grove Wealth Partners, LLC13,842
0.4% of portfolio›$1.9M
Quadrant Private Wealth Management, LLC13,714
0.3% of portfolio›$1.9M
Harbor Investment Advisory, LLC13,429
0.1% of portfolio›$1.8M
Rodgers & Associates, LTD13,337
0.2% of portfolio›$1.8M
Corundum Group, Inc.13,166
0.5% of portfolio›$1.8M
Corundum Trust Company, Inc13,166
4.8% of portfolio›$1.8M
C2c Wealth Management, LLC13,108
1.4% of portfolio›$1.8M
GC Wealth Management RIA, LLC12,998
0.1% of portfolio›$1.8M
Accurate Wealth Management, LLC12,837
0.2% of portfolio›$1.8M
Chicago Partners Investment Group LLC12,718
0.0% of portfolio›$1.8M
Apollon Wealth Management, LLC12,695
0.0% of portfolio›$1.7M
Oxler Private Wealth LLC12,179
0.5% of portfolio›$1.7M
Bangor Savings Bank12,083
0.1% of portfolio›$1.7M
Trust Co of Vermont12,012
0.1% of portfolio›$1.7M
Sigma Planning Corp11,995
0.0% of portfolio›$1.6M
Alliance Private Wealth, LLC11,835
0.6% of portfolio›$1.6M
Crescent Grove Advisors, LLC11,806
0.1% of portfolio›$1.6M
Farmers & Merchants Investments Inc11,637
0.0% of portfolio›$1.6M
Hudson Oak Wealth Advisory LLC11,612
1.2% of portfolio›$1.6M
Berman McAleer LLC11,494
0.2% of portfolio›$1.6M
Jmac Enterprises LLC11,078
0.3% of portfolio›$1.5M
Mission Wealth Management, LP10,336
0.0% of portfolio›$1.4M
Presilium Private Wealth, LLC10,255
0.2% of portfolio›$1.4M
Shakespeare Wealth Management, LLC10,077
0.3% of portfolio›$1.4M
Citizens Financial Group Inc9,841
0.0% of portfolio›$1.4M
Stenger Family Office, LLC9,815
0.2% of portfolio›$1.4M
Phillips Financial Management, LLC9,750
0.1% of portfolio›$1.3M
Atria Investments, Inc9,479
0.0% of portfolio›$1.3M
Genesis Private Wealth, LLC9,337
0.4% of portfolio›$1.3M
Prospera Financial Services Inc9,224
0.0% of portfolio›$1.3M
Anderson Hoagland & Co8,966
0.1% of portfolio›$1.3M
Simon Quick Advisors, LLC8,905
0.0% of portfolio›$1.2M
Financial Partners Group, Inc8,860
0.1% of portfolio›$1.2M
Davidson Trust Co8,418
0.5% of portfolio›$1.2M
Fulton Bank, N.A.8,415
0.0% of portfolio›$1.2M
Essex LLC8,308
0.2% of portfolio›$1.1M
Schneider Downs Wealth Management Advisors, LP8,058
0.1% of portfolio›$1.1M
Alpine Bank Wealth Management7,910
0.1% of portfolio›$1.1M
Ramiah Investment Group7,671
0.8% of portfolio›$1.1M
Compass Financial Group, Inc. (Ohio)7,630
0.7% of portfolio›$1.1M
Finley Financial, LLC7,560
0.4% of portfolio›$1.1M
Partners Wealth Management, LLC7,432
0.1% of portfolio›$1.0M
Citigroup Inc7,425
0.0% of portfolio›$1.0M
Daymark Wealth Partners, LLC7,268
0.0% of portfolio›$1.0M
Atlantic Edge Private Wealth Management, LLC7,155
0.2% of portfolio›$985.3K
Mystic Asset Management, Inc.7,000
0.2% of portfolio›$964.0K
Narwhal Capital Management6,923
0.1% of portfolio›$953.4K
Venture Visionary Partners LLC6,772
0.0% of portfolio›$932.7K
Brighton Jones LLC6,739
0.0% of portfolio›$928.1K
Meridian Investment Counsel Inc.6,648
0.2% of portfolio›$915.5K
Private Trust Co NA6,610
0.1% of portfolio›$910.2K
Keenan, LLC6,578
0.6% of portfolio›$905.9K
MassMutual Private Wealth & Trust, FSB6,565
0.0% of portfolio›$904.1K
GLR Partners, LLC6,531
0.4% of portfolio›$899.4K
Beirne Wealth Consulting Services, LLC6,448
0.2% of portfolio›$888.1K
Matthew Goff Investment Advisor, LLC6,436
0.1% of portfolio›$886.3K
Innovative Wealth Building LLC6,380
0.5% of portfolio›$878.6K
StoneCrest Wealth Management, Inc.6,380
0.3% of portfolio›$878.6K
Kohmann Bosshard Financial Services, LLC6,350
0.1% of portfolio›$874.5K
Griffin Asset Management, Inc.6,303
0.1% of portfolio›$868.0K
Meridian Financial Advisors, LLC6,302
0.4% of portfolio›$867.8K
Robertson Stephens Wealth Management, LLC6,287
0.0% of portfolio›$865.8K
Cypress Capital, LLC6,282
0.2% of portfolio›$865.1K
Wesbanco Bank Inc6,169
0.0% of portfolio›$849.5K
Calamos Wealth Management LLC6,165
0.0% of portfolio›$849.0K
Harbour Capital Advisors, LLC6,080
0.2% of portfolio›$837.3K
Balefire, LLC5,955
0.1% of portfolio›$820.1K
Elwood & Goetz Wealth Advisory Group, LLC5,830
0.1% of portfolio›$802.8K
Independence Bank of Kentucky5,828
0.1% of portfolio›$802.6K
Bay Capital Advisors, LLC5,797
0.4% of portfolio›$798.3K
Krilogy Financial LLC5,749
0.0% of portfolio›$807.3K
Connecticut Wealth Management, LLC5,572
0.0% of portfolio›$767.3K
PKS Advisory Services, LLC5,382
0.1% of portfolio›$795.0K
Cambridge Financial Group, LLC5,378
0.3% of portfolio›$794.5K
Independent Financial Group, LLC5,374
0.0% of portfolio›$740.1K
RFG Advisory, LLC5,366
0.0% of portfolio›$739.0K
Cannon Financial Strategists, Inc.5,302
0.1% of portfolio›$730.1K
Fairscale Capital, LLC5,181
0.4% of portfolio›$753.7K
Algorithmic Investment Models, LLC5,121
0.8% of portfolio›$705.2K
apricus wealth, LLC5,114
0.3% of portfolio›$704.2K
Greenup Street Wealth Management LLC5,060
0.1% of portfolio›$696.7K
Parallel Advisors, LLC5,010
0.0% of portfolio›$689.9K
StoneX Group Inc.4,999
0.0% of portfolio›$705.2K
Strategic Blueprint, LLC4,916
0.0% of portfolio›$676.9K
Professional Financial Advisors, LLC4,903
0.1% of portfolio›$675.2K
Beaumont Financial Advisors, LLC4,895
0.0% of portfolio›$674.1K
American Financial & TAX Strategies Inc4,881
0.3% of portfolio›$672.2K
Crestwood Advisors Group, LLC4,850
0.0% of portfolio›$667.8K
Lodestar Private Asset Management LLC4,773
0.1% of portfolio›$657.3K
MSH Capital Advisors LLC4,725
0.1% of portfolio›$650.7K
FC Advisory LLC4,651
0.2% of portfolio›$640.5K
Nicholas Hoffman & Company, Llc.4,630
0.0% of portfolio›$637.6K
EPG Wealth Management LLC4,554
0.1% of portfolio›$627.2K
Cambridge Advisors Inc.4,517
0.1% of portfolio›$622.0K
Schaper Benz & Wise Investment Counsel Inc4,502
0.0% of portfolio›$620.0K
Montecito Bank & Trust4,490
0.1% of portfolio›$618.3K
Cookson Peirce & Co Inc4,415
0.0% of portfolio›$608.0K
Yanni & Associates Investment Advisors, LLC4,400
0.6% of portfolio›$605.9K
Bailard, Inc.4,383
0.0% of portfolio›$603.6K
GW Henssler & Associates LTD4,306
0.0% of portfolio›$593.0K
Avantax Planning Partners, Inc.4,263
0.0% of portfolio›$587.1K
Weinberger Asset Management, Inc4,260
0.2% of portfolio›$586.6K
First Horizon Corp4,071
0.0% of portfolio›$560.6K
Christensen, King & Associates Investment Services, Inc.4,065
0.2% of portfolio›$559.7K
Destiny Capital Corp4,046
0.3% of portfolio›$557.2K
IFG Advisors, LLC4,009
0.1% of portfolio›$552.1K
Riverbend Wealth Management, LLC4,000
0.3% of portfolio›$550.8K
Wolff Financial Management LLC4,000
0.1% of portfolio›$550.8K
Net Worth Advisory Group3,983
0.1% of portfolio›$553.9K
MV Capital Management, Inc.3,951
0.0% of portfolio›$544.1K
Allspring Global Investments Holdings, LLC3,914
0.0% of portfolio›$544.3K
Triangle Securities Wealth Management3,896
0.1% of portfolio›$536.5K
Capital Investment Advisors, LLC3,850
0.0% of portfolio›$530.2K
Aspiriant, LLC3,812
0.0% of portfolio›$525.0K
River Street Advisors LLC3,786
0.2% of portfolio›$521.4K
TrinityBridge Ltd3,741
0.0% of portfolio›$515
Claro Advisors Inc.3,739
0.1% of portfolio›$514.9K
AWM Capital, LLC3,650
0.0% of portfolio›$502.6K
Laurel OAK Wealth Management, LLC3,601
0.1% of portfolio›$495.9K
Doliver Advisors, LP3,589
0.1% of portfolio›$494.2K
Fiduciary Financial Group, LLC3,515
0.1% of portfolio›$484.1K
M Holdings Securities, Inc.3,499
0.0% of portfolio›$515
Kanawha Capital Management LLC3,488
0.0% of portfolio›$480.3K
Sigma Investment Counselors Inc3,482
0.0% of portfolio›$479.5K
Investmark Advisory Group LLC3,468
0.2% of portfolio›$477.7K
Arwa LLC3,459
0.2% of portfolio›$488.1K
Ironsides Asset Advisors, LLC3,450
0.1% of portfolio›$475.1K
Goldstein Advisors, LLC3,420
0.0% of portfolio›$471.0K
Sensible Money, LLC3,391
0.1% of portfolio›$467.0K
Burke & Herbert Bank & Trust Co3,391
0.1% of portfolio›$467.0K
MidAtlantic Capital Management, Inc.3,344
0.3% of portfolio›$460.5K
Kestra Private Wealth Services, LLC3,342
0.0% of portfolio›$460.3K
Blackston Financial Advisory Group, LLC3,333
0.3% of portfolio›$459.0K
Davenport & Co LLC3,278
0.0% of portfolio›$451.4K
Blue Trust, Inc.3,205
0.0% of portfolio›$441.3K
Bank of Stockton3,201
0.1% of portfolio›$440.8K
Sage Financial Group Inc3,199
0.0% of portfolio›$440.5K
Cornerstone Planning, LLC3,189
0.1% of portfolio›$467.2K
Wedbush Securities Inc3,180
0.0% of portfolio›$438
Crusonia Wealth Advisors LLC3,126
0.1% of portfolio›$430.5K
Independent Solutions Wealth Management, LLC3,062
0.1% of portfolio›$421.7K
Lanark Financial, Inc.3,057
0.0% of portfolio›$421.0K
Saxon Interests, Inc.2,994
0.1% of portfolio›$412.2K
Parkside Financial Bank & Trust2,994
0.0% of portfolio›$412.3K
Tenet Wealth Partners, LLC2,972
0.3% of portfolio›$409.3K
Childress Capital Advisors, LLC2,961
0.1% of portfolio›$407.8K
Perigon Wealth Management, LLC2,915
0.0% of portfolio›$401.4K
Nilsine Partners, LLC2,870
0.0% of portfolio›$395.2K
Washington Trust Bank2,864
0.0% of portfolio›$394.4K
Cornerstone Wealth Management, LLC2,829
0.0% of portfolio›$389.6K
Founders Financial Securities LLC2,788
0.0% of portfolio›$384.0K
Romano Brothers and Company2,780
0.0% of portfolio›$382.8K
Lewis Asset Management, LLC2,750
0.1% of portfolio›$378.7K
Rayburn West Financial Services LLC2,750
0.2% of portfolio›$378.7K
Mezzasalma Advisors, LLC2,727
0.1% of portfolio›$375.5K
Atlas Brown,Inc.2,703
0.1% of portfolio›$372.2K
Prime Capital Investment Advisors, LLC2,700
0.0% of portfolio›$371.8K
CRA Financial Services, LLC2,672
0.0% of portfolio›$368.0K
Wagner Wealth Management, LLC2,658
0.1% of portfolio›$366.0K
Heartwood Wealth Advisors LLC2,645
0.0% of portfolio›$364.2K
Root Financial Partners, LLC2,635
0.0% of portfolio›$362.9K
Equitable Trust Co2,632
0.0% of portfolio›$362.5K
Kwmg, LLC2,588
0.0% of portfolio›$356.4K
EverSource Wealth Advisors, LLC2,576
0.0% of portfolio›$354.8K
Willner & Heller, LLC2,574
0.2% of portfolio›$354.5K
Clayton Financial Group LLC2,570
0.2% of portfolio›$353.9K
Klein Pavlis & Peasley Financial, Inc.2,557
0.2% of portfolio›$352.1K
Busey Bank2,549
0.0% of portfolio›$351.0K
Gryphon Financial Partners LLC2,528
0.0% of portfolio›$348.1K
MKT Advisors LLC2,507
0.1% of portfolio›$351.5K
Uptick Partners, LLC2,482
0.0% of portfolio›$341.8K
Clarity Asset Management, Inc.2,460
0.2% of portfolio›$338.8K
Spire Wealth Management2,417
0.0% of portfolio›$332.8K
Eagle Strategies LLC2,357
0.0% of portfolio›$324.6K
Heritage Investors Management Corp2,355
0.0% of portfolio›$324
Capital Square, LLC2,354
0.1% of portfolio›$324.2K
Insight Inv LLC2,344
0.2% of portfolio›$322.8K
Valley National Advisers Inc2,320
0.0% of portfolio›$319.5K
Reynders McVeigh Capital Management, LLC2,300
0.0% of portfolio›$316.7K
Heritage Family Offices, LLP2,296
0.1% of portfolio›$316.2K
Townsend Financial Planning, LLC2,286
0.3% of portfolio›$314.8K
Guardian Financial Partners, LLC2,278
0.1% of portfolio›$313.7K
Royal Fund Management, LLC2,261
0.0% of portfolio›$311.5K
Clientfirst Wealth Management, LLC2,258
0.2% of portfolio›$310.9K
Patriot Investment Management Group, Inc.2,245
0.0% of portfolio›$309.1K
Fiduciary Alliance LLC2,244
0.0% of portfolio›$309.1K
Breachway Investments LLC2,220
0.5% of portfolio›$305.7K
Gen-Wealth Partners Inc2,207
0.1% of portfolio›$303.9K
LexAurum Advisors, LLC2,197
0.0% of portfolio›$302.6K
Mather Group, Llc.2,195
0.0% of portfolio›$302.3K
Rockwood Wealth Management, LLC2,180
0.0% of portfolio›$300.3K
Brookstone Capital Management2,172
0.0% of portfolio›$299.1K
Enzi Wealth2,160
0.1% of portfolio›$304.8K
Valeo Financial Advisors, LLC2,136
0.0% of portfolio›$294.2K
First Heartland Consultants, Inc.2,135
0.0% of portfolio›$294.0K
Integrity Alliance, Llc.2,135
0.0% of portfolio›$294.0K
Wedmont Private Capital2,134
0.0% of portfolio›$299.2K
Vann Equity Management LLC2,130
0.2% of portfolio›$293.3K
International Assets Investment Management, LLC2,125
0.0% of portfolio›$295.5K
Blankinship & Foster, LLC2,123
0.1% of portfolio›$292.4K
Waldron Private Wealth LLC2,116
0.0% of portfolio›$291.4K
Hilltop National Bank2,116
0.1% of portfolio›$291.4K
Community Bank & Trust, Waco, Texas2,098
0.0% of portfolio›$289
Wealthcare Advisory Partners LLC2,093
0.0% of portfolio›$288.2K
Horizon Wealth Management, LLC2,068
0.0% of portfolio›$284.8K
Carnegie Investment Counsel2,061
0.0% of portfolio›$283.8K
ZWJ Investment Counsel Inc2,048
0.0% of portfolio›$282.0K
Kingswood Wealth Advisors, LLC2,038
0.0% of portfolio›$280.7K
Ferguson Wellman Capital Management, Inc2,037
0.0% of portfolio›$280.5K
Retirement Planning Co of New England, Inc.2,035
0.1% of portfolio›$280.3K
Accredited Investors Inc.2,034
0.0% of portfolio›$280.1K
B. Riley Wealth Advisors, Inc.2,014
0.0% of portfolio›$277.3K
Eclectic Associates Inc2,000
0.0% of portfolio›$275.4K
DT Investment Partners, LLC2,000
0.0% of portfolio›$275.4K
MMA Asset Management LLC1,998
0.1% of portfolio›$275.1K
Aprio Wealth Management, LLC1,994
0.0% of portfolio›$274.6K
Apella Capital, LLC1,985
0.0% of portfolio›$276.2K
Insight Advisors, LLC/ PA1,951
0.0% of portfolio›$268.6K
Chapin Davis, Inc.1,949
0.1% of portfolio›$268.4K
Signaturefd, LLC1,912
0.0% of portfolio›$263.3K
Strategic Family Wealth Counselors, L.L.C.1,910
0.1% of portfolio›$263.0K
Sapient Capital LLC1,910
0.0% of portfolio›$263.0K
VestGen Advisors, LLC1,906
0.0% of portfolio›$262.5K
BAR Harbor Wealth Management1,891
0.0% of portfolio›$260.4K
Cape Investment Advisory, Inc.1,884
0.1% of portfolio›$259.5K
Accelerate Investment Advisors LLC1,866
0.1% of portfolio›$257.0K
Old Second National Bank of Aurora1,864
0.1% of portfolio›$256.7K
Financial Solutions Advisory Group, Inc.1,810
0.0% of portfolio›$256.0K
AdvisorNet Financial, Inc1,787
0.0% of portfolio›$250.0K
Lee, Kelleher & Klein Wealth Management1,772
0.1% of portfolio›$244.0K
NWF Advisory Services Inc.1,766
0.0% of portfolio›$243.2K
Weil Company, Inc.1,765
0.0% of portfolio›$243.1K
HCR Wealth Advisors1,744
0.0% of portfolio›$240.2K
Hamilton Capital, LLC1,738
0.0% of portfolio›$239.3K
SWP Financial LLC1,728
0.1% of portfolio›$238.0K
Friday Financial1,724
0.0% of portfolio›$239.8K
Decker Wealth Management LLC1,720
0.0% of portfolio›$236.9K
First County Bank1,696
0.1% of portfolio›$233.6K
First City Capital Management, Inc.1,690
0.1% of portfolio›$232.7K
Park Avenue Securities LLC1,684
0.0% of portfolio›$232
Clark Asset Management, LLC1,684
0.0% of portfolio›$231.9K
Relyea Zuckerberg Hanson LLC1,669
0.0% of portfolio›$229.9K
Moneywise, Inc.1,667
0.2% of portfolio›$229.6K
WBH Advisory Inc1,663
0.0% of portfolio›$229.0K
KCM Investment Advisors LLC1,649
0.0% of portfolio›$227.1K
Aufman Associates Inc1,631
0.1% of portfolio›$224.6K
Holland Advisory Services, Inc.1,627
0.2% of portfolio›$224.1K
Buttonwood Financial Advisors Inc.1,615
0.1% of portfolio›$222.4K
Allen Investment Management, LLC1,612
0.0% of portfolio›$222.0K
Sound Income Strategies, LLC1,608
0.0% of portfolio›$225.5K
Hixon Zuercher, LLC1,600
0.1% of portfolio›$220.3K
MBL Wealth, LLC1,600
0.0% of portfolio›$220.3K
Able Financial Group, LLC1,573
0.0% of portfolio›$216.6K
Cosner Financial Group, LLC1,570
0.1% of portfolio›$216.2K
Richards, Merrill & Peterson, Inc.1,564
0.1% of portfolio›$215.4K
Huntleigh Advisors, Inc.1,554
0.0% of portfolio›$214.0K
Align Financial, LLC1,548
0.1% of portfolio›$213.2K
Grimes & Co Wealth Management, LLC1,546
0.0% of portfolio›$212.9K
Private Management Group Inc1,546
0.0% of portfolio›$212.9K
Dynamic Financial Group1,538
0.2% of portfolio›$211.8K
Flaharty Asset Management, LLC1,533
1.2% of portfolio›$215.4K
Adamsbrown Wealth Consultants LLC1,532
0.0% of portfolio›$211.0K
McGlone Suttner Wealth Management, Inc.1,516
0.0% of portfolio›$208.7K
Virtus Wealth Solutions LLC1,511
0.0% of portfolio›$208.1K
True Private Wealth Advisors1,490
0.0% of portfolio›$205.3K
PFS Partners, LLC1,483
0.1% of portfolio›$204.3K
True Link Financial Advisors, LLC1,483
0.0% of portfolio›$204.2K
Hidden Cove Wealth Management, LLC1,477
0.1% of portfolio›$203.4K
Sage Mountain Advisors LLC1,338
0.0% of portfolio›$184.3K
CoreCap Advisors, LLC1,250
0.0% of portfolio›$172.1K
Oakworth Capital, Inc.1,248
0.0% of portfolio›$171.9K
Legacy Bridge, LLC1,185
0.1% of portfolio›$163.2K
Physician Wealth Advisors, Inc.1,174
0.0% of portfolio›$161.7K
Gamma Investing LLC1,174
0.0% of portfolio›$161.7K
TFC Financial Management, Inc.1,138
0.0% of portfolio›$156.7K
Rosenberg Matthew Hamilton1,131
0.0% of portfolio›$155.8K
Turtle Creek Wealth Advisors, LLC1,090
0.0% of portfolio›$150.1K
Holos Integrated Wealth LLC1,072
0.1% of portfolio›$151.2K
Concord Wealth Partners1,066
0.0% of portfolio›$146.8K
Towne Trust Company, N.a1,062
0.0% of portfolio›$146.2K
City Holding Co1,025
0.0% of portfolio›$141.2K
Burk Holdings LLC1,016
0.0% of portfolio›$139.9K
Eastern Bank990
0.0% of portfolio›$136.3K
Main Street Group, LTD952
0.0% of portfolio›$131.1K
Laurel Wealth Advisors LLC945
0.0% of portfolio›$130.1K
Mcdonald Partners LLC932
0.0% of portfolio›$128.3K
S.A. Mason LLC880
0.0% of portfolio›$121.2K
Loring Wolcott & Coolidge Fiduciary Advisors LLP870
0.0% of portfolio›$119.8K
High Note Wealth, LLC851
0.0% of portfolio›$117.2K
Kentucky Trust Co830
0.1% of portfolio›$114.3K
United Community Bank818
0.0% of portfolio›$112.6K
Dhjj Financial Advisors, Ltd.798
0.0% of portfolio›$109.9K
Acropolis Investment Management, LLC790
0.0% of portfolio›$108.8K
Mascoma Wealth Management LLC773
0.0% of portfolio›$106.5K
Townsend Asset Management Corp725
0.0% of portfolio›$99.8K
Western Pacific Wealth Management, LP668
0.1% of portfolio›$92.0K
Center for Financial Planning, Inc.660
0.0% of portfolio›$90.9K
Capital Investment Advisory Services, LLC652
0.0% of portfolio›$89.9K
Key FInancial Inc633
0.0% of portfolio›$87.2K
William Mack & Associates, Inc.602
0.0% of portfolio›$82.9K
Indiana Trust & Investment Management Co600
0.0% of portfolio›$82.6K
POM Investment Strategies, LLC565
0.1% of portfolio›$77.9K
Albion Financial Group550
0.0% of portfolio›$75.7K
Provenance Wealth Advisors, LLC516
0.0% of portfolio›$71.1K
Burkett Financial Services, LLC515
0.0% of portfolio›$71.0K
Abound Wealth Management469
0.0% of portfolio›$64.6K
Birchwood Financial Partners, Inc.463
0.0% of portfolio›$63.8K
Breakwater Investment Management463
0.0% of portfolio›$63.8K
Creative Financial Designs Inc458
0.0% of portfolio›$63.1K
Angeles Wealth Management, LLC450
0.0% of portfolio›$62.0K
Sima Wealth Partners, LLC441
0.0% of portfolio›$60.7K
Wolff Wiese Magana LLC440
0.0% of portfolio›$60.6K
Triumph Capital Management433
0.0% of portfolio›$59.6K
Piscataqua Savings Bank427
0.0% of portfolio›$58.8K
Tsfg, LLC424
0.0% of portfolio›$58
Murphy & Mullick Capital Management Corp386
0.0% of portfolio›$53.2K
Elevation Wealth Partners, LLC304
0.0% of portfolio›$41.9K
Golden State Wealth Management, LLC297
0.0% of portfolio›$40.9K
Capital Investment Counsel, Inc266
0.0% of portfolio›$36.6K
Financial Perspectives, Inc262
0.0% of portfolio›$36.1K
Armstrong Advisory Group, Inc253
0.0% of portfolio›$34.8K
Signature Equity Partners, LLC246
0.0% of portfolio›$33.9K
Bear Mountain Capital, Inc.244
0.0% of portfolio›$34.5K
American National Bank & Trust240
0.0% of portfolio›$33.1K
Marshall & Sterling Wealth Advisors Inc.237
0.0% of portfolio›$32.6K
CX Institutional233
0.0% of portfolio›$32
Toth Financial Advisory Corp221
0.0% of portfolio›$30.4K
Quaker Wealth Management, LLC221
0.0% of portfolio›$30.5K
Comprehensive Financial Planning, Inc.214
0.0% of portfolio›$29.5K
Cedar Mountain Advisors, LLC202
0.0% of portfolio›$27.8K
Signature Resources Capital Management, LLC192
0.0% of portfolio›$26.4K
Bullock Wealth Management Group187
0.0% of portfolio›$26.0K
North Star Investment Management Corp.187
0.0% of portfolio›$25.8K
Key Capital Management, Inc180
0.0% of portfolio›$24.8K
Union Savings Bank176
0.0% of portfolio›$24.2K
Global Trust Asset Management, LLC176
0.0% of portfolio›$24.2K
Halbert Hargrove Global Advisors, LLC155
0.0% of portfolio›$21.3K
Piedmont Capital Management, LLC152
0.0% of portfolio›$20.9K
Pacific Center for Financial Services148
0.0% of portfolio›$20.4K
StrongBox Wealth, LLC143
0.0% of portfolio›$19.7K
Team Financial Group, LLC137
0.0% of portfolio›$18.9K
Kingdom Financial Group Llc.135
0.0% of portfolio›$18.5K
Elyxium Wealth, LLC128
0.0% of portfolio›$17.6K
Pension & Wealth Management Advisors, Inc.128
0.0% of portfolio›$17.6K
Grove Bank & Trust126
0.0% of portfolio›$17.4K
Sterling Capital Management LLC124
0.0% of portfolio›$17.1K
Latitude Advisors, LLC119
0.0% of portfolio›$16.3K
Friedenthal Financial117
0.0% of portfolio›$16.1K
Pacifica Partners Inc.115
0.0% of portfolio›$16.0K
Ashton Thomas Securities, LLC106
0.0% of portfolio›$14.6K
Monetary Solutions, Ltd105
0.0% of portfolio›$14.5K
Pinnacle Wealth Planning Services, Inc.101
0.0% of portfolio›$13.9K
Beacon Financial Strategies Corp98
0.0% of portfolio›$13.5K
Steph & Co94
0.0% of portfolio›$12.9K
Tompkins Financial Corp88
0.0% of portfolio›$12.1K
Evermay Wealth Management LLC88
0.0% of portfolio›$12.1K
Transce3nd, LLC81
0.0% of portfolio›$11.6K
Moisand Fitzgerald Tamayo, LLC78
0.0% of portfolio›$10.7K
Plante Moran Financial Advisors, LLC65
0.0% of portfolio›$9.0K
SYM Financial Corp64
0.0% of portfolio›$8.9K
James T. Borello RIA59
0.0% of portfolio›$8.1K
Sawyer & Company, Inc56
0.0% of portfolio›$7.7K
Beacon Investment Advisory Services, Inc.50
0.0% of portfolio›$6.9K
3 Factor Indexing, LLC48
0.0% of portfolio›$6.5K
Fortitude Family Office, LLC47
0.0% of portfolio›$6.5K
Noble Wealth Management PBC45
0.0% of portfolio›$6.2K
TD Waterhouse Canada Inc.40
0.0% of portfolio›$5.6K
Chung Wu Investment Group, LLC32
0.0% of portfolio›$4.4K
High Point Wealth Management, LLC25
0.0% of portfolio›$3.4K
Bank of New Hampshire15
0.0% of portfolio›$2.1K
Fairman Group, LLC13
0.0% of portfolio›$1.8K
Thurston, Springer, Miller, Herd & Titak, Inc.11
0.0% of portfolio›$1.5K
Kings Path Partners LLC2
0.0% of portfolio›$303
Buck Wealth Strategies, LLC2
0.0% of portfolio›$275
Prairie Wealth Advisors, Inc.0
0.1% of portfolio›$644.8K
StyleTurnoverLocationFiled
D.A. Davidson & Co.
1,171,523$161.3M0.9%CoreLowGreat Falls, MT2026-10-28
Cullen T Bankers, Inc.
729,561$100.5M1.0%GrowthLowSan Antonio, TX2026-10-28
Evensky & Katz LLC
323,367$44.5K0.0%ETFVery LowCoral Gables, FL2026-10-27
Lido Advisors, LLC
280,814$38.7M0.1%GrowthLowLos Angeles, CA2026-11-04
Midland Wealth Advisors, LLC
273,118$37.6M1.7%ETFLowEffingham, IL2026-10-26
Bokf, NA
257,470$35.5M0.5%CoreLowTulsa, OK2026-10-27
Wilmington Savings Fund Society, FSB
255,874$35.2M0.8%CoreLowWilmington, DE2026-10-23
Willis Johnson Wealth, Inc.
235,808$32.5M1.8%ETFLowHouston, TX2026-11-03
Courier Capital LLC
224,842$31.0M1.5%ETFLowBuffalo, NY2026-10-19
Truist Financial Corp
206,629$28.5M0.0%CoreLowCharlotte, NC2026-10-30
Assetmark, Inc
189,440$26.1M0.0%ETFLowConcord, CA2026-10-21
Creative Planning
178,058$24.5M0.0%IndexVery LowOverland Park, KS2026-11-02
Keybank National Association
172,662$23.8M0.1%CoreLowBrooklyn, OH2026-11-04
Commonwealth Equity Services, LLC
169,664$23.4M0.0%ETFLowWaltham, MA2026-11-02
Sterling Financial Planning, Inc.
167,200$23.0M6.3%ETFVery LowSparta, NJ2026-10-28
AlphaCore Capital LLC
143,116$19.7M0.3%ETFLowLa Jolla, CA2026-11-04
Capital Advisors, Ltd. LLC
111,154$15.3K0.0%ETFLowShaker Heights, OH2026-10-27
GHP Investment Advisors, Inc.
100,719$13.9M0.5%CoreVery LowDenver, CO2026-10-15
Kestra Advisory Services, LLC
100,524$13.8M0.0%CoreLowAustin, TX2026-11-02
PW Nova Financial Services LLC
97,802$13.5M2.7%ETFLowNewtown, PA2026-10-15
Cassaday & Co Wealth Management LLC
95,061$13.1M0.2%ETFVery LowMclean, VA2026-10-27
Salomon & Ludwin, LLC
93,952$12.9M1.1%ETFVery LowRichmond, VA2026-10-29
Omega Financial Group, LLC
92,395$12.7M3.9%ETFVery LowSanta Barbara, CA2026-10-29
1834 Investment Advisors Co
90,092$12.4M1.4%ValueLowMilwaukee, WI2026-10-16
First Merchants Corp
84,421$11.6M0.4%GrowthLowMuncie, IN2026-10-15
Ellis Investment Partners, LLC
82,527$11.4M1.7%ETFLowBerwyn, PA2026-10-21
Cambridge Investment Research Advisors, Inc.
80,194$11.0K0.0%ETFLowFairfield, IA2026-11-02
Wealth Enhancement Advisory Services, LLC
77,210$7.0M0.0%CoreLowPlymouth, MN2026-10-13
Independence Financial Advisors, LLC
72,279$10.0M2.5%ETFMediumFranklin, NH2026-10-08
IFP Advisors, Inc
65,465$9.0M0.2%GrowthLowTampa, FL2026-10-16
BIP Wealth, LLC
65,168$9.0M0.2%ETFMediumAtlanta, GA2026-10-22
OFS Enterprise LLC
62,887$8.7M2.3%ETFVery LowKearney, NE2026-10-16
Ddfg, Inc
58,859$8.1M1.6%ETFLowThousand Oaks, CA2026-10-15
InvesTrust
56,355$7.8M3.1%CoreLowOklahoma City, OK2026-10-14
Foundation Wealth Management, LLC
55,319$7.6M4.1%ETFLowClayton, MO2026-10-22
Bryn Mawr Trust Advisors, LLC
54,778$7.5M0.3%CoreLowPhiladelphia, PA2026-11-04
Parr Mcknight Wealth Management Group, LLC
52,287$7.2M0.9%CoreMediumMinneapolis, MN2026-10-30
First Citizens Financial Corp
50,014$6.9M2.9%ETFLowMason City, IA2026-10-02
Hudson Capital Management LLC
48,740$6.7M1.7%ValueLowRamsey, NJ2026-10-20
Greenleaf Trust
47,794$6.6M0.1%CoreLowKalamazoo, MI2026-10-29
Asset Dedication, LLC
46,838$6.5M0.4%ETFLowSan Francisco, CA2026-11-03
Novem Group
46,091$6.3M0.6%ETFMediumRochester, NY2026-10-19
Ullmann Wealth Partners Group, LLC
45,833$6.3M0.6%ETFLowJacksonville Beach, FL2026-11-02
Associated Banc-Corp
45,444$6.3M0.1%CoreLowGreen Bay, WI2026-10-30
JFS Wealth Advisors, LLC
45,196$6.2M0.3%ETFVery LowHermitage, PA2026-11-03
Pittenger & Anderson Inc
44,390$6.1M0.2%CoreLowLincoln, NE2026-11-02
BKM Wealth Management, LLC
44,328$6.1M2.0%GrowthLowBrookfield, WI2026-10-22
Idaho Trust Co
43,649$6.0M1.8%ETFLowBoise, ID2026-11-04
HB Wealth Management, LLC
43,638$6.0M0.0%IndexVery LowAtlanta, GA2026-10-23
Cordatus Wealth Management LLC
39,883$5.5M1.2%GrowthMediumNewtown, PA2026-10-19
Ifrah Financial Services, Inc.
38,125$5.3M1.3%ETFLowLittle Rock, AR2026-10-13
Ironwood Financial, llc
38,099$5.2M0.8%ETFLowTucson, AZ2026-10-20
Csenge Advisory Group
37,973$5.2M0.2%ETFMediumClearwater, FL2026-11-04
ETF Portfolio Partners, Inc.
37,196$5.1M1.3%ETFVery LowLeawood, KS2026-10-22
Soltis Investment Advisors LLC
34,791$4.8M0.2%CoreMediumSt. George, UT2026-10-28
Balance Wealth Partners LLC
33,588$4.6M1.1%ETFMediumWorthington, OH2026-10-27
Smith Chas P & Associates PA Cpas
33,332$4.7M0.2%CoreVery LowLakeland, FL2026-10-22
CFS Investment Advisory Services, LLC
32,878$4.6M0.3%ETFMediumTotowa, NJ2026-10-19
Jnba Financial Advisors
32,558$4.5M0.3%ETFMediumBloomington, MN2026-11-03
D.B. Root & Company, LLC
31,962$4.4M0.9%ETFLowPittsburgh, PA2026-11-04
Stackstone Wealth, LLC
31,444$4.3M0.4%CoreN/ADubuque, IA2026-10-19
Fifth Third Wealth Advisors LLC
31,182$4.3M0.1%IndexVery LowCincinnati, OH2026-10-22
Midwest Trust Co
30,366$4.2M0.0%CoreLowOverland Park, KS2026-10-22
Trail Ridge Investment Advisors, LLC
30,024$4.1M1.7%CoreLowFort Collins, CO2026-10-16
Modera Wealth Management, LLC
30,008$4.1M0.0%ETFVery LowWestwood, NJ2026-10-28
Columbia Bank
29,973$4.1M0.9%GrowthLowLake Oswego, OR2026-10-29
Goelzer Investment Management, Inc.
29,496$4.1M0.2%GrowthLowCarmel, IN2026-10-16
Cranbrook Wealth Management, LLC
27,602$3.8M0.7%ETFVery LowBloomfield Hills, MI2026-10-28
LTG Capital LLC
27,559$3.8M2.6%ETFLowFramingham, MA2026-11-04
Neumann Capital Management, LLC
27,245$3.8M1.0%GrowthVery LowFoster City, CA2026-10-15
NorthCrest Asset Manangement, LLC
27,123$3.8M0.1%GrowthLowPlymouth, MN2026-10-13
Whitaker-Myers Wealth Managers, Ltd.
26,987$3.7M0.6%ETFMediumMansfield, OH2026-10-09
Ashton Thomas Private Wealth, LLC
26,489$3.6M0.1%CoreMediumScottsdale, AZ2026-11-03
Glass Jacobson Investment Advisors llc
26,241$3.6M1.1%ETFLowOwings Mills, MD2026-10-26
ANB Bank
25,936$3.6M1.3%CoreLowDenver, CO2026-10-09
Leeward Investments, LLC - MA
23,803$3.3M0.2%Deep ValueLowBoston, MA2026-10-23
Heritage Wealth Management, Inc.
23,641$3.3M1.1%ETFLowSan Diego, CA2026-10-27
Farther Finance Advisors, LLC
23,317$3.2M0.0%IndexLowSan Francisco, CA2026-10-08
Prosperity Planning, Inc.
22,889$3.2M0.7%ETFVery LowNorth Kansas City, MO2026-10-09
Old National Bancorp
21,517$3.0M0.1%CoreLowEvansville, IN2026-10-20
Turning Point Benefit Group, Inc.
21,142$2.9M1.2%ETFMediumFrederick, MD2026-10-28
Cooke Wealth Management, LLC
20,601$2.8M2.4%ETFVery LowIrvine, CA2026-10-13
Guidance Point Advisors, LLC
20,289$2.8M0.6%ETFVery LowWellesley, MA2026-10-15
Heck Capital Advisors, LLC
19,987$2.8M0.2%ETFMediumRhinelander, WI2026-10-14
Oppenheimer & Co Inc
19,522$2.7M0.0%CoreLowNew York, NY2026-10-26
First Hawaiian Bank
19,270$2.7M0.3%ETFVery LowHonolulu, HI2026-10-14
Gerald Baker Financial Group LLC
18,597$2.6M0.7%GARPLowArlington, TX2026-10-09
Murphy, Middleton, Hinkle & Parker, Inc.
17,945$2.5M1.0%CoreVery HighThomasville, GA2026-10-15
Choreo, LLC
17,851$2.5M0.0%IndexLowRockford, IL2026-10-28
Wealth Advisory Solutions, LLC
17,758$2.4M0.5%ETFLowZionsville, IN2026-10-20
Dumont & Blake Investment Advisors LLC
17,607$2.4M0.6%CoreVery LowPrinceton, NJ2026-10-28
Almanack Investment Partners, Llc.
17,145$2.4M0.3%ETFMediumNewtown Square, PA2026-11-03
Hazlett, Burt & Watson, Inc.
16,657$1.9M1.1%CoreVery LowWheeling, WV2026-11-04
TD Private Client Wealth LLC
16,603$2.3M0.0%ETFLowNew York, NY2026-10-28
Stordahl Capital Management, Inc.
16,572$2.3M0.4%ETFVery LowGreenwood Village, CO2026-10-22
Breakwater Capital Group
16,463$2.3M0.3%ETFLowParamus, NJ2026-10-09
Vise Technologies, Inc.
16,422$2.3M0.0%IndexLowNew York, NY2026-10-29
Legacy Wealth Partners, LLC
16,115$2.2M0.5%ETFHighLakewood, CO2026-10-15
Sonata Capital Group Inc
16,040$2.2M0.7%ETFVery LowSeattle, WA2026-10-19
Sowell Financial Services LLC
15,937$2.2M0.1%CoreLowNorth Little Rock, AR2026-10-23
Avior Wealth Management, LLC
15,726$2.2M0.1%ETFMediumOmaha, NE2026-10-13
Smith Shellnut Wilson LLC
15,211$2.1M0.8%CoreVery LowRidgeland, MS2026-10-21
First Citizens Bank & Trust Co
14,844$2.0M0.0%CoreMediumRaleigh, NC2026-10-14
Concurrent Investment Advisors, LLC
14,336$2.0M0.0%GrowthMediumTampa, FL2026-10-16
Thompson Investment Management, Inc.
14,236$2.0M0.2%ValueMediumMadison, WI2026-10-14
Pinnacle Bancorp, Inc.
14,023$1.9M0.5%CoreVery LowBeatrice, NE2026-10-21
Caldwell Trust Co
13,889$1.9M0.2%GrowthLowVenice, FL2026-10-30
Founders Grove Wealth Partners, LLC
13,842$1.9M0.4%ETFLowRichmond, VA2026-10-16
Quadrant Private Wealth Management, LLC
13,714$1.9M0.3%GrowthLowCenter Valley, PA2026-11-04
Harbor Investment Advisory, LLC
13,429$1.8M0.1%GrowthLowLutherville, MD2026-10-13
Rodgers & Associates, LTD
13,337$1.8M0.2%ETFVery LowLancaster, PA2026-10-20
Corundum Group, Inc.
13,166$1.8M0.5%CoreLowColorado Springs, CO2026-10-28
Corundum Trust Company, Inc
13,166$1.8M4.8%CoreVery LowSioux Falls, SD2026-10-29
C2c Wealth Management, LLC
13,108$1.8M1.4%CoreLowScottsdale, AZ2026-10-20
GC Wealth Management RIA, LLC
12,998$1.8M0.1%GrowthMediumCambridge, MA2026-11-02
Accurate Wealth Management, LLC
12,837$1.8M0.2%CoreMediumWesley Chapel, FL2026-10-20
Chicago Partners Investment Group LLC
12,718$1.8M0.0%GARPLowChicago, IL2026-10-27
Apollon Wealth Management, LLC
12,695$1.7M0.0%GrowthLowMount Pleasant, SC2026-10-23
Oxler Private Wealth LLC
12,179$1.7M0.5%GrowthVery LowRye Brook, NY2026-10-21
Bangor Savings Bank
12,083$1.7M0.1%ETFLowBangor, ME2026-10-06
Trust Co of Vermont
12,012$1.7M0.1%CoreVery LowBrattleboro, VT2026-10-21
Sigma Planning Corp
11,995$1.6M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Alliance Private Wealth, LLC
11,835$1.6M0.6%ETFVery LowNorth Reading, MA2026-10-20
Crescent Grove Advisors, LLC
11,806$1.6M0.1%ETFLowLake Forest, IL2026-10-21
Farmers & Merchants Investments Inc
11,637$1.6M0.0%CoreVery LowLincoln, NE2026-10-22
Hudson Oak Wealth Advisory LLC
11,612$1.6M1.2%ETFVery LowHoboken, NJ2026-10-16
Berman McAleer LLC
11,494$1.6M0.2%ETFVery LowTimonium, MD2026-10-16
Jmac Enterprises LLC
11,078$1.5M0.3%ETFVery LowNewtown, PA2026-10-30
Mission Wealth Management, LP
10,336$1.4M0.0%ETFLowSanta Barbara, CA2026-10-15
Presilium Private Wealth, LLC
10,255$1.4M0.2%ETFVery LowRadnor, PA2026-10-26
Shakespeare Wealth Management, LLC
10,077$1.4M0.3%ETFMediumPewaukee, WI2026-10-28
Citizens Financial Group Inc
9,841$1.4M0.0%GrowthLowProvidence, RI2026-10-23
Stenger Family Office, LLC
9,815$1.4M0.2%GrowthMediumNaperville, IL2026-10-22
Phillips Financial Management, LLC
9,750$1.3M0.1%ETFVery LowFort Wayne, IN2026-10-19
Atria Investments, Inc
9,479$1.3M0.0%CoreMediumCharlotte, NC2026-10-15
Genesis Private Wealth, LLC
9,337$1.3M0.4%ETFLowAshburn, VA2026-11-02
Prospera Financial Services Inc
9,224$1.3M0.0%CoreMediumDallas, TX2026-11-04
Anderson Hoagland & Co
8,966$1.3M0.1%ETFLowSt Louis, MO2026-10-23
Simon Quick Advisors, LLC
8,905$1.2M0.0%ETFLowMorristown, NJ2026-10-26
Financial Partners Group, Inc
8,860$1.2M0.1%ETFLowOverland Park, KS2026-10-19
Davidson Trust Co
8,418$1.2M0.5%CoreLowSeattle, WA2026-10-09
Fulton Bank, N.A.
8,415$1.2M0.0%CoreLowLancaster, PA2026-10-14
Essex LLC
8,308$1.1M0.2%ETFLowDeer Park, IL2026-10-14
Schneider Downs Wealth Management Advisors, LP
8,058$1.1M0.1%ETFVery LowPittsburgh, PA2026-10-27
Alpine Bank Wealth Management
7,910$1.1M0.1%ETFHighGrand Junction, CO2026-10-16
Ramiah Investment Group
7,671$1.1M0.8%ETFHighBrookfield, WI2026-10-20
Compass Financial Group, Inc. (Ohio)
7,630$1.1M0.7%ETFMediumDublin, OH2026-10-19
Finley Financial, LLC
7,560$1.1M0.4%ETFVery LowLas Vegas, NV2026-10-28
Partners Wealth Management, LLC
7,432$1.0M0.1%CoreLowCarmel By The Sea, CA2026-10-28
Citigroup Inc
7,425$1.0M0.0%CoreMediumNew York, NY2026-11-04
Daymark Wealth Partners, LLC
7,268$1.0M0.0%CoreLowCincinnati, OH2026-11-04
Atlantic Edge Private Wealth Management, LLC
7,155$985.3K0.2%CoreLowJacksonville, FL2026-10-20
Mystic Asset Management, Inc.
7,000$964.0K0.2%CoreVery LowWarwick, RI2026-10-15
Narwhal Capital Management
6,923$953.4K0.1%CoreLowMarietta, GA2026-11-04
Venture Visionary Partners LLC
6,772$932.7K0.0%CoreLowSylvania, OH2026-10-07
Brighton Jones LLC
6,739$928.1K0.0%CoreVery LowSeattle, WA2026-11-03
Meridian Investment Counsel Inc.
6,648$915.5K0.2%GARPLowLafayette, CA2026-10-14
Private Trust Co NA
6,610$910.2K0.1%CoreLowCleveland, OH2026-10-20
Keenan, LLC
6,578$905.9K0.6%ETFLowBoston, MA2026-10-23
MassMutual Private Wealth & Trust, FSB
6,565$904.1K0.0%CoreLowSpringfield, MA2026-10-05
GLR Partners, LLC
6,531$899.4K0.4%GrowthN/AColumbia, MD2026-11-04
Beirne Wealth Consulting Services, LLC
6,448$888.1K0.2%ETFLowShelton, CT2026-10-19
Matthew Goff Investment Advisor, LLC
6,436$886.3K0.1%CoreMediumHouston, TX2026-10-13
Innovative Wealth Building LLC
6,380$878.6K0.5%ETFVery LowCalifornia, MD2026-10-14
StoneCrest Wealth Management, Inc.
6,380$878.6K0.3%ETFMediumChandler, AZ2026-11-03
Kohmann Bosshard Financial Services, LLC
6,350$874.5K0.1%ETFLowFairlawn, OH2026-11-04
Griffin Asset Management, Inc.
6,303$868.0K0.1%CoreLowNew York, NY2026-10-22
Meridian Financial Advisors, LLC
6,302$867.8K0.4%ETFVery LowHolliston, MA2026-10-14
Robertson Stephens Wealth Management, LLC
6,287$865.8K0.0%ETFMediumSan Francisco, CA2026-10-16
Cypress Capital, LLC
6,282$865.1K0.2%ETFMediumFranklin, TN2026-10-20
Wesbanco Bank Inc
6,169$849.5K0.0%CoreLowWheeling, WV2026-11-04
Calamos Wealth Management LLC
6,165$849.0K0.0%GrowthMediumNaperville, IL2026-11-02
Harbour Capital Advisors, LLC
6,080$837.3K0.2%GrowthLowTysons Corner, VA2026-10-13
Balefire, LLC
5,955$820.1K0.1%ETFMediumDallas, TX2026-10-09
Elwood & Goetz Wealth Advisory Group, LLC
5,830$802.8K0.1%ETFLowAthens, GA2026-10-28
Independence Bank of Kentucky
5,828$802.6K0.1%GrowthLowOwensboro, KY2026-10-26
Bay Capital Advisors, LLC
5,797$798.3K0.4%ETFLowVirginia Beach, VA2026-10-16
Krilogy Financial LLC
5,749$807.3K0.0%GrowthLowSt. Louis, MO2026-10-13
Connecticut Wealth Management, LLC
5,572$767.3K0.0%ETFLowFarmington, CT2026-10-13
PKS Advisory Services, LLC
5,382$795.0K0.1%ETFMediumAlbany, NY2026-10-26
Cambridge Financial Group, LLC
5,378$794.5K0.3%ETFLowTucson, AZ2026-10-06
Independent Financial Group, LLC
5,374$740.1K0.0%GrowthLowSan Diego, CA2026-10-13
RFG Advisory, LLC
5,366$739.0K0.0%ETFMediumBirmingham, AL2026-11-03
Cannon Financial Strategists, Inc.
5,302$730.1K0.1%ETFVery LowAthens, GA2026-10-19
Fairscale Capital, LLC
5,181$753.7K0.4%GrowthVery LowNashua, NH2026-11-04
Algorithmic Investment Models, LLC
5,121$705.2K0.8%ETFHighBoston, MA2026-11-04
apricus wealth, LLC
5,114$704.2K0.3%YieldMediumBeaufort, SC2026-10-26
Greenup Street Wealth Management LLC
5,060$696.7K0.1%ETFMediumOverland Park, KS2026-10-28
Parallel Advisors, LLC
5,010$689.9K0.0%IndexLowSan Francisco, CA2026-11-03
StoneX Group Inc.
4,999$705.2K0.0%ETFMediumNew York, NY2026-11-03
Strategic Blueprint, LLC
4,916$676.9K0.0%ETFLowAtlanta, GA2026-10-22
Professional Financial Advisors, LLC
4,903$675.2K0.1%ETFMediumNorth Platte, NE2026-10-13
Beaumont Financial Advisors, LLC
4,895$674.1K0.0%GrowthMediumNeedham, MA2026-10-22
American Financial & TAX Strategies Inc
4,881$672.2K0.3%ETFVery LowNew York, NY2026-10-16
Crestwood Advisors Group, LLC
4,850$667.8K0.0%GrowthLowBoston, MA2026-10-27
Lodestar Private Asset Management LLC
4,773$657.3K0.1%ETFLowAlamo, CA2026-10-26
MSH Capital Advisors LLC
4,725$650.7K0.1%CoreLowScottsdale, AZ2026-11-03
FC Advisory LLC
4,651$640.5K0.2%ETFVery LowWest Chester, PA2026-10-05
Nicholas Hoffman & Company, Llc.
4,630$637.6K0.0%ETFVery LowAtlanta, GA2026-10-30
EPG Wealth Management LLC
4,554$627.2K0.1%GrowthLowAtlanta, GA2026-11-03
Cambridge Advisors Inc.
4,517$622.0K0.1%ETFVery LowOmaha, NE2026-10-19
Schaper Benz & Wise Investment Counsel Inc
4,502$620.0K0.0%CoreVery LowNeenah, WI2026-10-09
Montecito Bank & Trust
4,490$618.3K0.1%GrowthVery LowSanta Barbara, CA2026-10-01
Cookson Peirce & Co Inc
4,415$608.0K0.0%GrowthHighPittsburgh, PA2026-10-30
Yanni & Associates Investment Advisors, LLC
4,400$605.9K0.6%ETFVery LowWexford, PA2026-10-14
Bailard, Inc.
4,383$603.6K0.0%GrowthMediumFoster City, CA2026-10-13
GW Henssler & Associates LTD
4,306$593.0K0.0%CoreMediumKennesaw, GA2026-10-26
Avantax Planning Partners, Inc.
4,263$587.1K0.0%ETFLowDubuque, IA2026-11-03
Weinberger Asset Management, Inc
4,260$586.6K0.2%ETFVery LowLos Angeles, CA2026-10-28
First Horizon Corp
4,071$560.6K0.0%CoreLowMemphis, TN2026-10-26
Christensen, King & Associates Investment Services, Inc.
4,065$559.7K0.2%ETFVery LowRichland, WA2026-10-22
Destiny Capital Corp
4,046$557.2K0.3%ETFVery LowDenver, CO2026-11-03
IFG Advisors, LLC
4,009$552.1K0.1%ETFVery LowSt. Louis, MO2026-10-15
Riverbend Wealth Management, LLC
4,000$550.8K0.3%GrowthLowMyrtle Beach, SC2026-10-15
Wolff Financial Management LLC
4,000$550.8K0.1%ETFVery LowKalamazoo, MI2026-10-23
Net Worth Advisory Group
3,983$553.9K0.1%GARPMediumSandy, UT2026-10-20
MV Capital Management, Inc.
3,951$544.1K0.0%ETFLowBethesda, MD2026-10-29
Allspring Global Investments Holdings, LLC
3,914$544.3K0.0%CoreMediumCharlotte, NC2026-11-04
Triangle Securities Wealth Management
3,896$536.5K0.1%CoreLowRaleigh, NC2026-10-14
Capital Investment Advisors, LLC
3,850$530.2K0.0%CoreLowAtlanta, GA2026-10-22
Aspiriant, LLC
3,812$525.0K0.0%ETFVery LowLos Angeles, CA2026-10-16
River Street Advisors LLC
3,786$521.4K0.2%CoreLowAurora, IL2026-10-22
TrinityBridge Ltd
3,741$5150.0%MomentumMediumLondon, United Kingdom2026-10-30
Claro Advisors Inc.
3,739$514.9K0.1%CoreLowBoston, MA2026-11-02
AWM Capital, LLC
3,650$502.6K0.0%ETFLowPhoenix, AZ2026-10-16
Laurel OAK Wealth Management, LLC
3,601$495.9K0.1%GrowthLowMarlton, NJ2026-10-19
Doliver Advisors, LP
3,589$494.2K0.1%GARPLowHouston, TX2026-10-01
Fiduciary Financial Group, LLC
3,515$484.1K0.1%ETFLowSan Rafael, CA2026-10-13
M Holdings Securities, Inc.
3,499$5150.0%ETFHighPortland, OR2026-11-03
Kanawha Capital Management LLC
3,488$480.3K0.0%CoreVery LowRichmond, VA2026-10-19
Sigma Investment Counselors Inc
3,482$479.5K0.0%ETFLowNorthville, MI2026-10-27
Investmark Advisory Group LLC
3,468$477.7K0.2%ETFVery LowShelton, CT2026-10-27
Arwa LLC
3,459$488.1K0.2%ETFMediumFort Worth, TX2026-10-21
Ironsides Asset Advisors, LLC
3,450$475.1K0.1%ETFVery LowRocky Mount, NC2026-10-20
Goldstein Advisors, LLC
3,420$471.0K0.0%ETFMediumMadison, WI2026-10-15
Sensible Money, LLC
3,391$467.0K0.1%ETFVery LowScottsdale, AZ2026-10-20
Burke & Herbert Bank & Trust Co
3,391$467.0K0.1%CoreVery LowAlexandria, VA2026-11-02
MidAtlantic Capital Management, Inc.
3,344$460.5K0.3%ETFVery LowRichmond, VA2026-11-05
Kestra Private Wealth Services, LLC
3,342$460.3K0.0%GrowthLowAustin, TX2026-10-30
Blackston Financial Advisory Group, LLC
3,333$459.0K0.3%ETFLowThe Villages, FL2026-11-04
Davenport & Co LLC
3,278$451.4K0.0%CoreMediumRichmond, VA2026-10-14
Blue Trust, Inc.
3,205$441.3K0.0%ETFLowBrentwood, TN2026-10-15
Bank of Stockton
3,201$440.8K0.1%CoreLowStockton, CA2026-10-20
Sage Financial Group Inc
3,199$440.5K0.0%ETFVery LowW. Conshohocken, PA2026-10-27
Cornerstone Planning, LLC
3,189$467.2K0.1%CoreMediumCharlotte, NC2026-10-27
Wedbush Securities Inc
3,180$4380.0%CoreLowPasadena, CA2026-10-22
Crusonia Wealth Advisors LLC
3,126$430.5K0.1%ETFVery LowDenver, CO2026-10-26
Independent Solutions Wealth Management, LLC
3,062$421.7K0.1%GrowthLowWilliamsville, NY2026-10-28
Lanark Financial, Inc.
3,057$421.0K0.0%CoreMediumBirmingham, AL2026-10-26
Saxon Interests, Inc.
2,994$412.2K0.1%ETFMediumHouston, TX2026-10-26
Parkside Financial Bank & Trust
2,994$412.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
Tenet Wealth Partners, LLC
2,972$409.3K0.3%ETFN/AChampaign, IL2026-10-19
Childress Capital Advisors, LLC
2,961$407.8K0.1%GARPMediumHouston, TX2026-10-28
Perigon Wealth Management, LLC
2,915$401.4K0.0%GrowthLowSan Francisco, CA2026-10-22
Nilsine Partners, LLC
2,870$395.2K0.0%CoreMediumGreenwood Village, CO2026-11-02
Washington Trust Bank
2,864$394.4K0.0%CoreLowSpokane, WA2026-11-03
Cornerstone Wealth Management, LLC
2,829$389.6K0.0%ETFVery LowSt. Peters, MO2026-11-04
Founders Financial Securities LLC
2,788$384.0K0.0%ETFMediumTowson, MD2026-10-28
Romano Brothers and Company
2,780$382.8K0.0%CoreLowEvanston, IL2026-10-22
Lewis Asset Management, LLC
2,750$378.7K0.1%GrowthLowLafayette, CA2026-10-14
Rayburn West Financial Services LLC
2,750$378.7K0.2%ValueLowNashville, TN2026-11-03
Mezzasalma Advisors, LLC
2,727$375.5K0.1%GrowthLowTinton Falls, NJ2026-10-14
Atlas Brown,Inc.
2,703$372.2K0.1%GrowthLowLouisville, KY2026-10-09
Prime Capital Investment Advisors, LLC
2,700$371.8K0.0%ETFLowOverland Park, KS2026-10-20
CRA Financial Services, LLC
2,672$368.0K0.0%ETFVery LowNorthfield, NJ2026-10-16
Wagner Wealth Management, LLC
2,658$366.0K0.1%ETFLowGreenville, SC2026-10-21
Heartwood Wealth Advisors LLC
2,645$364.2K0.0%ETFLowRichmond, VA2026-10-05
Root Financial Partners, LLC
2,635$362.9K0.0%ETFMediumEncinitas, CA2026-10-21
Equitable Trust Co
2,632$362.5K0.0%CoreLowNashville, TN2026-10-13
Kwmg, LLC
2,588$356.4K0.0%ETFVery LowOverland Park, KS2026-10-07
EverSource Wealth Advisors, LLC
2,576$354.8K0.0%CoreMediumBirmingham, AL2026-11-04
Willner & Heller, LLC
2,574$354.5K0.2%GrowthLowEncino, CA2026-10-28
Clayton Financial Group LLC
2,570$353.9K0.2%ETFLowSt. Louis, MO2026-10-13
Klein Pavlis & Peasley Financial, Inc.
2,557$352.1K0.2%ValueMediumIrvine, CA2026-10-13
Busey Bank
2,549$351.0K0.0%GrowthVery LowUrbana, IL2026-10-26
Gryphon Financial Partners LLC
2,528$348.1K0.0%IndexLowColumbus, OH2026-11-04
MKT Advisors LLC
2,507$351.5K0.1%ETFLowCarlsbad, CA2026-10-20
Uptick Partners, LLC
2,482$341.8K0.0%ETFLowNacogdoches, TX2026-11-04
Clarity Asset Management, Inc.
2,460$338.8K0.2%ETFHighAmes, IA2026-10-14
Spire Wealth Management
2,417$332.8K0.0%GrowthMediumMclean, VA2026-10-30
Eagle Strategies LLC
2,357$324.6K0.0%ETFLowNew York, NY2026-10-16
Heritage Investors Management Corp
2,355$3240.0%CoreVery LowBethesda, MD2026-10-29
Capital Square, LLC
2,354$324.2K0.1%YieldMediumAthens, TN2026-10-19
Insight Inv LLC
2,344$322.8K0.2%CoreVery LowEl Segundo, CA2026-10-27
Valley National Advisers Inc
2,320$319.5K0.0%ETFLowBethlehem, PA2026-10-23
Reynders McVeigh Capital Management, LLC
2,300$316.7K0.0%GrowthLowBoston, MA2026-10-30
Heritage Family Offices, LLP
2,296$316.2K0.1%GrowthHighScottsdale, AZ2026-11-02
Townsend Financial Planning, LLC
2,286$314.8K0.3%ETFVery LowMt Sterling, KY2026-11-02
Guardian Financial Partners, LLC
2,278$313.7K0.1%ETFLowOrange, CA2026-11-04
Royal Fund Management, LLC
2,261$311.5K0.0%GrowthMediumLady Lake, FL2026-10-22
Clientfirst Wealth Management, LLC
2,258$310.9K0.2%Deep ValueVery LowLittle Rock, AR2026-11-04
Patriot Investment Management Group, Inc.
2,245$309.1K0.0%ETFVery LowKnoxville, TN2026-10-15
Fiduciary Alliance LLC
2,244$309.1K0.0%CoreMediumGreenville, SC2026-10-13
Breachway Investments LLC
2,220$305.7K0.5%ETFLowCharlestown, RI2026-10-19
Gen-Wealth Partners Inc
2,207$303.9K0.1%CoreLowZeeland, MI2026-11-04
LexAurum Advisors, LLC
2,197$302.6K0.0%ETFLowOverland Park, KS2026-10-19
Mather Group, Llc.
2,195$302.3K0.0%ETFMediumChicago, IL2026-10-14
Rockwood Wealth Management, LLC
2,180$300.3K0.0%ETFVery LowNew Hope, PA2026-10-27
Brookstone Capital Management
2,172$299.1K0.0%ETFMediumWheaton, IL2026-10-22
Enzi Wealth
2,160$304.8K0.1%ETFMediumAustin, TX2026-10-14
Valeo Financial Advisors, LLC
2,136$294.2K0.0%ETFLowCarmel, IN2026-10-08
First Heartland Consultants, Inc.
2,135$294.0K0.0%ETFMediumLake St. Louis, MO2026-10-08
Integrity Alliance, Llc.
2,135$294.0K0.0%ETFMediumUrbandale, IA2026-10-29
Wedmont Private Capital
2,134$299.2K0.0%IndexVery LowWest Chester, PA2026-10-09
Vann Equity Management LLC
2,130$293.3K0.2%GrowthMediumPlano, TX2026-10-08
International Assets Investment Management, LLC
2,125$295.5K0.0%CoreVery HighOrlando, FL2026-11-02
Blankinship & Foster, LLC
2,123$292.4K0.1%ETFVery LowSolana Beach, CA2026-10-19
Waldron Private Wealth LLC
2,116$291.4K0.0%ETFVery LowBridgeville, PA2026-11-02
Hilltop National Bank
2,116$291.4K0.1%CoreLowCasper, WY2026-10-14
Community Bank & Trust, Waco, Texas
2,098$2890.0%CoreVery LowWaco, TX2026-10-19
Wealthcare Advisory Partners LLC
2,093$288.2K0.0%ETFLowWest Chester, PA2026-10-21
Horizon Wealth Management, LLC
2,068$284.8K0.0%ETFVery HighLa Grange, IL2026-11-02
Carnegie Investment Counsel
2,061$283.8K0.0%CoreLowPepper Pike, OH2026-10-20
ZWJ Investment Counsel Inc
2,048$282.0K0.0%CoreLowAtlanta, GA2026-10-15
Kingswood Wealth Advisors, LLC
2,038$280.7K0.0%GrowthLowSan Diego, CA2026-10-23
Ferguson Wellman Capital Management, Inc
2,037$280.5K0.0%CoreLowPortland, OR2026-10-05
Retirement Planning Co of New England, Inc.
2,035$280.3K0.1%CoreLowWarwick, RI2026-10-15
Accredited Investors Inc.
2,034$280.1K0.0%ETFLowEdina, MN2026-11-03
B. Riley Wealth Advisors, Inc.
2,014$277.3K0.0%GrowthLowMemphis, TN2026-10-13
Eclectic Associates Inc
2,000$275.4K0.0%ETFVery LowFullerton, CA2026-10-09
DT Investment Partners, LLC
2,000$275.4K0.0%ETFVery LowChadds Ford, PA2026-10-27
MMA Asset Management LLC
1,998$275.1K0.1%ETFMediumNew York, NY2026-11-02
Aprio Wealth Management, LLC
1,994$274.6K0.0%ETFMediumAtlanta, GA2026-10-28
Apella Capital, LLC
1,985$276.2K0.0%ETFVery LowWest Hartford, CT2026-10-08
Insight Advisors, LLC/ PA
1,951$268.6K0.0%ETFMediumNewtown, PA2026-10-22
Chapin Davis, Inc.
1,949$268.4K0.1%GrowthHighBaltimore, MD2026-10-09
Signaturefd, LLC
1,912$263.3K0.0%IndexLowAtlanta, GA2026-10-23
Strategic Family Wealth Counselors, L.L.C.
1,910$263.0K0.1%ETFVery LowFairfield, NJ2026-10-29
Sapient Capital LLC
1,910$263.0K0.0%GrowthMediumIndianapolis, IN2026-10-08
VestGen Advisors, LLC
1,906$262.5K0.0%GrowthMediumChicago, IL2026-10-27
BAR Harbor Wealth Management
1,891$260.4K0.0%CoreLowConcord, NH2026-10-21
Cape Investment Advisory, Inc.
1,884$259.5K0.1%ETFLowMcdonough, GA2026-10-13
Accelerate Investment Advisors LLC
1,866$257.0K0.1%ETFLowAliso Viejo, CA2026-11-02
Old Second National Bank of Aurora
1,864$256.7K0.1%CoreLowAurora, IL2026-10-22
Financial Solutions Advisory Group, Inc.
1,810$256.0K0.0%ETFMediumChicago, IL2026-10-28
AdvisorNet Financial, Inc
1,787$250.0K0.0%ETFLowMinnetonka, MN2026-10-15
Lee, Kelleher & Klein Wealth Management
1,772$244.0K0.1%ETFVery LowEllicott City, MD2026-10-08
NWF Advisory Services Inc.
1,766$243.2K0.0%GARPLowLos Angeles, CA2026-10-19
Weil Company, Inc.
1,765$243.1K0.0%ETFLowSan Diego, CA2026-10-14
HCR Wealth Advisors
1,744$240.2K0.0%GrowthLowLos Angeles, CA2026-10-15
Hamilton Capital, LLC
1,738$239.3K0.0%ETFVery LowColumbus, OH2026-10-08
SWP Financial LLC
1,728$238.0K0.1%ETFMediumEncinitas, CA2026-10-23
Friday Financial
1,724$239.8K0.0%ETFVery LowDubuque, IA2026-10-09
Decker Wealth Management LLC
1,720$236.9K0.0%MomentumLowNashville, TN2026-10-09
First County Bank
1,696$233.6K0.1%GrowthLowStamford, CT2026-10-13
First City Capital Management, Inc.
1,690$232.7K0.1%CoreLowSavannah, GA2026-10-27
Park Avenue Securities LLC
1,684$2320.0%ETFMediumNew York, NY2026-10-26
Clark Asset Management, LLC
1,684$231.9K0.0%ETFVery LowStratham, NH2026-10-19
Relyea Zuckerberg Hanson LLC
1,669$229.9K0.0%ETFLowStamford, CT2026-10-20
Moneywise, Inc.
1,667$229.6K0.2%ETFMediumForest, VA2026-10-30
WBH Advisory Inc
1,663$229.0K0.0%ETFLowBaltimore, MD2026-11-05
KCM Investment Advisors LLC
1,649$227.1K0.0%CoreVery LowGreenbrae, CA2026-10-27
Aufman Associates Inc
1,631$224.6K0.1%ETFVery LowSewickley, PA2026-11-04
Holland Advisory Services, Inc.
1,627$224.1K0.2%ETFLowOrmond Beach, FL2026-10-26
Buttonwood Financial Advisors Inc.
1,615$222.4K0.1%GARPLowBaltimore, MD2026-10-13
Allen Investment Management, LLC
1,612$222.0K0.0%MomentumMediumNew York, NY2026-11-03
Sound Income Strategies, LLC
1,608$225.5K0.0%YieldMediumFt Lauderdale, FL2026-10-09
Hixon Zuercher, LLC
1,600$220.3K0.1%CoreMediumFindlay, OH2026-10-13
MBL Wealth, LLC
1,600$220.3K0.0%ETFLowCharlotte, NC2026-10-22
Able Financial Group, LLC
1,573$216.6K0.0%ETFLowScottsdale, AZ2026-10-14
Cosner Financial Group, LLC
1,570$216.2K0.1%ETFLowWindsor, CO2026-11-03
Richards, Merrill & Peterson, Inc.
1,564$215.4K0.1%GrowthLowSpokane, WA2026-10-19
Huntleigh Advisors, Inc.
1,554$214.0K0.0%GrowthMediumSt. Louis, MO2026-11-03
Align Financial, LLC
1,548$213.2K0.1%ETFVery LowHermantown, MN2026-10-16
Grimes & Co Wealth Management, LLC
1,546$212.9K0.0%CoreLowWestborough, MA2026-10-29
Private Management Group Inc
1,546$212.9K0.0%YieldLowIrvine, CA2026-11-04
Dynamic Financial Group
1,538$211.8K0.2%ETFLowCedar Falls, IA2026-10-28
Flaharty Asset Management, LLC
1,533$215.4K1.2%ETFLowClearwater, FL2026-11-02
Adamsbrown Wealth Consultants LLC
1,532$211.0K0.0%ETFLowWichita, KS2026-10-20
McGlone Suttner Wealth Management, Inc.
1,516$208.7K0.0%ETFVery LowAppleton, WI2026-10-13
Virtus Wealth Solutions LLC
1,511$208.1K0.0%Agg GrowthHighCranford, NJ2026-11-03
True Private Wealth Advisors
1,490$205.3K0.0%ETFMediumSalem, OR2026-10-19
PFS Partners, LLC
1,483$204.3K0.1%ETFVery LowMine Hill, NJ2026-10-21
True Link Financial Advisors, LLC
1,483$204.2K0.0%ETFLowSan Francisco, CA2026-10-27
Hidden Cove Wealth Management, LLC
1,477$203.4K0.1%GrowthHighBainbridge Island, WA2026-10-19
Sage Mountain Advisors LLC
1,338$184.3K0.0%ETFLowAtlanta, GA2026-11-02
CoreCap Advisors, LLC
1,250$172.1K0.0%ETFMediumSouthfield, MI2026-10-08
Oakworth Capital, Inc.
1,248$171.9K0.0%ETFLowBirmingham, AL2026-10-26
Legacy Bridge, LLC
1,185$163.2K0.1%GrowthVery LowWest Des Moines, IA2026-10-28
Physician Wealth Advisors, Inc.
1,174$161.7K0.0%ETFMediumMidvale, UT2026-10-20
Gamma Investing LLC
1,174$161.7K0.0%IndexVery LowFoster City, CA2026-10-08
TFC Financial Management, Inc.
1,138$156.7K0.0%ETFVery LowBoston, MA2026-10-26
Rosenberg Matthew Hamilton
1,131$155.8K0.0%ETFVery LowGrand Junction, CO2026-10-05
Turtle Creek Wealth Advisors, LLC
1,090$150.1K0.0%GrowthLowDallas, TX2026-10-15
Holos Integrated Wealth LLC
1,072$151.2K0.1%ETFLowKennett Square, PA2026-10-23
Concord Wealth Partners
1,066$146.8K0.0%GrowthLowAbingdon, VA2026-11-02
Towne Trust Company, N.a
1,062$146.2K0.0%CoreLowNewport News, VA2026-10-28
City Holding Co
1,025$141.2K0.0%CoreLowCharleston, WV2026-10-19
Burk Holdings LLC
1,016$139.9K0.0%ETFVery LowTulsa, OK2026-11-05
Eastern Bank
990$136.3K0.0%GrowthMediumBoston, MA2026-10-05
Main Street Group, LTD
952$131.1K0.0%ETFMediumGlen Allen, VA2026-10-28
Laurel Wealth Advisors LLC
945$130.1K0.0%CoreVery LowCharlotte, NC2026-10-27
Mcdonald Partners LLC
932$128.3K0.0%CoreLowCleveland, OH2026-11-03
S.A. Mason LLC
880$121.2K0.0%GrowthVery LowHolland, MI2026-10-13
Loring Wolcott & Coolidge Fiduciary Advisors LLP
870$119.8K0.0%GrowthVery LowBoston, MA2026-10-23
High Note Wealth, LLC
851$117.2K0.0%ETFVery LowDeephaven, MN2026-10-27
Kentucky Trust Co
830$114.3K0.1%CoreVery LowDanville, KY2026-10-15
United Community Bank
818$112.6K0.0%CoreLowGreenville, SC2026-10-28
Dhjj Financial Advisors, Ltd.
798$109.9K0.0%ETFVery LowNaperville, IL2026-10-23
Acropolis Investment Management, LLC
790$108.8K0.0%ETFLowSt. Louis, MO2026-10-08
Mascoma Wealth Management LLC
773$106.5K0.0%ETFVery LowHanover, NH2026-10-23
Townsend Asset Management Corp
725$99.8K0.0%CoreLowRaleigh, NC2026-10-29
Western Pacific Wealth Management, LP
668$92.0K0.1%GrowthLowLake Forest, IL2026-10-16
Center for Financial Planning, Inc.
660$90.9K0.0%ETFLowSouthfied, MI2026-10-26
Capital Investment Advisory Services, LLC
652$89.9K0.0%CoreMediumRaleigh, NC2026-10-30
Key FInancial Inc
633$87.2K0.0%ETFLowWest Chester, PA2026-11-02
William Mack & Associates, Inc.
602$82.9K0.0%ETFLowTroy, MI2026-10-27
Indiana Trust & Investment Management Co
600$82.6K0.0%GrowthLowMishawaka, IN2026-10-22
POM Investment Strategies, LLC
565$77.9K0.1%ETFVery HighRaleigh, NC2026-10-20
Albion Financial Group
550$75.7K0.0%GrowthLowSalt Lake City, UT2026-10-21
Provenance Wealth Advisors, LLC
516$71.1K0.0%ETFLowFort Lauderdale, FL2026-10-30
Burkett Financial Services, LLC
515$71.0K0.0%ETFLowRock Hill, SC2026-10-01
Abound Wealth Management
469$64.6K0.0%ETFVery LowFranklin, TN2026-10-26
Birchwood Financial Partners, Inc.
463$63.8K0.0%ETFVery LowBloomington, MN2026-11-02
Breakwater Investment Management
463$63.8K0.0%ETFLowSeattle, WA2026-10-20
Creative Financial Designs Inc
458$63.1K0.0%ETFMediumKokomo, IN2026-11-04
Angeles Wealth Management, LLC
450$62.0K0.0%ETFLowSanta Monica, CA2026-10-26
Sima Wealth Partners, LLC
441$60.7K0.0%ETFVery LowRichmond, VA2026-10-19
Wolff Wiese Magana LLC
440$60.6K0.0%GrowthLowCarslbad, CA2026-10-15
Triumph Capital Management
433$59.6K0.0%ETFMediumDenver, CO2026-10-14
Piscataqua Savings Bank
427$58.8K0.0%CoreVery LowPortsmouth, NH2026-10-21
Tsfg, LLC
424$580.0%ETFLowLake Forest, IL2026-10-23
Murphy & Mullick Capital Management Corp
386$53.2K0.0%GrowthLowSmithtown, NY2026-11-02
Elevation Wealth Partners, LLC
304$41.9K0.0%ETFLowWalnut Creek, CA2026-10-07
Golden State Wealth Management, LLC
297$40.9K0.0%ETFMediumSanta Ana, CA2026-11-02
Capital Investment Counsel, Inc
266$36.6K0.0%GrowthVery LowRaleigh, NC2026-10-20
Financial Perspectives, Inc
262$36.1K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Armstrong Advisory Group, Inc
253$34.8K0.0%ETFHighNeedham, MA2026-10-09
Signature Equity Partners, LLC
246$33.9K0.0%GrowthMediumColumbus, OH2026-10-29
Bear Mountain Capital, Inc.
244$34.5K0.0%ETFLowSeattle, WA2026-11-04
American National Bank & Trust
240$33.1K0.0%CoreVery LowWichita Falls, TX2026-10-07
Marshall & Sterling Wealth Advisors Inc.
237$32.6K0.0%ETFMediumPoughkeepsie, NY2026-10-28
CX Institutional
233$320.0%CoreMediumAuburn, IN2026-10-02
Toth Financial Advisory Corp
221$30.4K0.0%CoreLowLeesburg, VA2026-10-08
Quaker Wealth Management, LLC
221$30.5K0.0%ETFMediumMoorestown, NJ2026-10-22
Comprehensive Financial Planning, Inc.
214$29.5K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Cedar Mountain Advisors, LLC
202$27.8K0.0%ETFVery LowLake Oswego, OR2026-10-15
Signature Resources Capital Management, LLC
192$26.4K0.0%ETFLowNewport Beach, CA2026-10-16
Bullock Wealth Management Group
187$26.0K0.0%GrowthLowBloomington, IN2026-10-09
North Star Investment Management Corp.
187$25.8K0.0%CoreLowChicago, IL2026-10-27
Key Capital Management, Inc
180$24.8K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Union Savings Bank
176$24.2K0.0%CoreLowLitchfield, CT2026-10-14
Global Trust Asset Management, LLC
176$24.2K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Halbert Hargrove Global Advisors, LLC
155$21.3K0.0%ETFLowLong Beach, CA2026-10-16
Piedmont Capital Management, LLC
152$20.9K0.0%CoreLowGreensboro, NC2026-10-21
Pacific Center for Financial Services
148$20.4K0.0%ETFMediumDanville, CA2026-10-15
StrongBox Wealth, LLC
143$19.7K0.0%GrowthLowLee'S Summit, MO2026-11-02
Team Financial Group, LLC
137$18.9K0.0%ETFLowTemecula, CA2026-10-30
Kingdom Financial Group Llc.
135$18.5K0.0%ETFMediumPeoria, AZ2026-11-04
Elyxium Wealth, LLC
128$17.6K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Pension & Wealth Management Advisors, Inc.
128$17.6K0.0%ETFLowWaltham, MA2026-10-16
Grove Bank & Trust
126$17.4K0.0%ETFLowMiami, FL2026-10-08
Sterling Capital Management LLC
124$17.1K0.0%GARPMediumCharlotte, NC2026-10-22
Latitude Advisors, LLC
119$16.3K0.0%ETFLowYorkville, IL2026-10-27
Friedenthal Financial
117$16.1K0.0%ETFHighMarlton, NJ2026-10-27
Pacifica Partners Inc.
115$16.0K0.0%CoreLowSurrey, South Africa2026-10-09
Ashton Thomas Securities, LLC
106$14.6K0.0%ETFMediumRochester, NY2026-10-26
Monetary Solutions, Ltd
105$14.5K0.0%ETFVery LowDayton, OH2026-10-22
Pinnacle Wealth Planning Services, Inc.
101$13.9K0.0%GARPLowMansfield, OH2026-10-27
Beacon Financial Strategies Corp
98$13.5K0.0%ETFVery LowRaleigh, NC2026-10-14
Steph & Co
94$12.9K0.0%ETFLowMarinette, WI2026-10-07
Tompkins Financial Corp
88$12.1K0.0%CoreLowIthaca, NY2026-10-05
Evermay Wealth Management LLC
88$12.1K0.0%ETFLowArlington, VA2026-11-05
Transce3nd, LLC
81$11.6K0.0%GrowthLowBuda, TX2026-10-26
Moisand Fitzgerald Tamayo, LLC
78$10.7K0.0%ETFVery LowOrlando, FL2026-10-15
Plante Moran Financial Advisors, LLC
65$9.0K0.0%ETFVery LowSouthfield, MI2026-11-04
SYM Financial Corp
64$8.9K0.0%ETFVery LowWinona Lake, IN2026-10-26
James T. Borello RIA
59$8.1K0.0%ETFVery LowEast Dundee, IL2026-10-16
Sawyer & Company, Inc
56$7.7K0.0%GrowthLowBoston, MA2026-10-21
Beacon Investment Advisory Services, Inc.
50$6.9K0.0%GrowthLowMorristown, NJ2026-10-13
3 Factor Indexing, LLC
48$6.5K0.0%ETFLowSacramento, CA2026-10-15
Fortitude Family Office, LLC
47$6.5K0.0%ETFMediumScottsdale, AZ2026-10-14
Noble Wealth Management PBC
45$6.2K0.0%YieldMediumGreenwood Village, CO2026-10-01
TD Waterhouse Canada Inc.
40$5.6K0.0%CoreLowToronto, Australia2026-10-16
Chung Wu Investment Group, LLC
32$4.4K0.0%GrowthMediumSugar Land, TX2026-11-03
High Point Wealth Management, LLC
25$3.4K0.0%ETFLowChester, NJ2026-11-05
Bank of New Hampshire
15$2.1K0.0%CoreLowLaconia, NH2026-10-06
Fairman Group, LLC
13$1.8K0.0%ETFLowChesterbrook, PA2026-10-26
Thurston, Springer, Miller, Herd & Titak, Inc.
11$1.5K0.0%GrowthMediumIndianapolis, IN2026-10-14
Kings Path Partners LLC
2$3030.0%ETFVery LowSugar Land, TX2026-10-21
Buck Wealth Strategies, LLC
2$2750.0%ValueMediumDenver, CO2026-10-28
Prairie Wealth Advisors, Inc.
0$644.8K0.1%CoreVery LowOmaha, NE2026-10-29