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Ishares Ustechnology ETF (IYW)

CUSIP: 464287721 | NYSE | 2414 institutional holders

Quarters

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

Commonwealth Equity Services, LLC566,841
0.2% of portfolio›$150.2M
Kestra Advisory Services, LLC483,241
0.4% of portfolio›$128.0M
Assetmark, Inc178,930
0.1% of portfolio›$47.4M
Howard Capital Management Group, LLC166,038
2.5% of portfolio›$44.0M
First Merchants Corp160,352
1.4% of portfolio›$42.5M
Creative Planning153,709
0.0% of portfolio›$40.7M
Compound Planning, Inc.133,557
0.9% of portfolio›$35.4M
Cambridge Investment Research Advisors, Inc.130,924
0.0% of portfolio›$34.7K
Patton Albertson Miller Group, LLC107,349
2.9% of portfolio›$28.4M
RVW Wealth, LLC104,891
1.8% of portfolio›$27.8M
Perigon Wealth Management, LLC102,979
0.4% of portfolio›$27.3M
Capital Investment Advisors, LLC102,605
0.4% of portfolio›$27.2M
Sagespring Wealth Partners, LLC101,122
0.4% of portfolio›$26.8M
Atria Investments, Inc99,486
0.3% of portfolio›$26.4M
Park Avenue Securities LLC96,381
0.0% of portfolio›$25.5K
Tritonpoint Wealth, LLC91,698
2.4% of portfolio›$24.3M
Wealth Enhancement Advisory Services, LLC90,624
0.0% of portfolio›$24.2M
First Citizens Financial Corp88,349
9.8% of portfolio›$23.4M
Fifth Third Securities, Inc.73,971
1.0% of portfolio›$19.6M
Truist Financial Corp71,796
0.0% of portfolio›$19.0M
Cottonwood Capital Advisors, LLC65,056
10.4% of portfolio›$17.2M
Finley Financial, LLC60,706
6.7% of portfolio›$16.2M
Signature Wealth Management Partners, LLC60,654
6.9% of portfolio›$16.1M
J.W. Cole Advisors, Inc.60,437
0.3% of portfolio›$16.0M
Lido Advisors, LLC57,486
0.0% of portfolio›$15.2M
Ashurst Perkins Coie Trust Co56,023
2.4% of portfolio›$14.8M
Farther Finance Advisors, LLC55,713
0.1% of portfolio›$14.8M
Concurrent Investment Advisors, LLC55,214
0.1% of portfolio›$14.6M
Certuity, LLC54,062
0.7% of portfolio›$14.3M
Bank of New York Mellon Corp53,714
0.0% of portfolio›$14.2M
Mechanics Bank Trust Department52,422
1.7% of portfolio›$13.9M
Prime Capital Investment Advisors, LLC51,851
0.1% of portfolio›$13.7M
Pettinga Financial Advisors LLC50,750
2.2% of portfolio›$13.4M
High Point Wealth Management, LLC50,380
10.6% of portfolio›$13.3M
J.Safra Asset Management Corp47,904
0.6% of portfolio›$12.7M
Kingswood Wealth Advisors, LLC47,677
0.5% of portfolio›$12.6M
Diversify Wealth Management, LLC47,658
0.2% of portfolio›$12.3M
Diversify Advisory Services, LLC47,658
0.2% of portfolio›$12.3M
OpenArc Corporate Advisory, LLC46,610
0.1% of portfolio›$12.3M
Three Seasons Wealth, LLC46,098
1.1% of portfolio›$12.2M
Swmg, LLC45,453
2.5% of portfolio›$11.3M
Essex LLC44,268
1.8% of portfolio›$11.7M
Pittenger & Anderson Inc43,015
0.4% of portfolio›$11.4M
Lifelong Wealth Advisors, Inc.42,224
2.6% of portfolio›$11.2M
Cadent Capital Advisors, LLC42,167
2.4% of portfolio›$11.2M
Spire Wealth Management40,974
0.3% of portfolio›$10.9M
Summit Financial Consulting LLC39,621
7.7% of portfolio›$10.5M
Prospera Financial Services Inc37,754
0.1% of portfolio›$9.2M
Ashton Thomas Private Wealth, LLC37,660
0.2% of portfolio›$10.0M
Strategic Blueprint, LLC36,134
0.5% of portfolio›$9.6M
Kingsman Wealth Management, Inc.35,660
4.2% of portfolio›$9.4M
Central Pacific Bank - Trust Division35,653
1.0% of portfolio›$9.4M
Principal Financial Group Inc35,458
0.0% of portfolio›$9.4M
Thrivent Financial for Lutherans35,355
0.0% of portfolio›$9.4M
Crown Wealth Group, LLC34,964
2.3% of portfolio›$9.3M
Tableaux LLC34,496
3.7% of portfolio›$9.1M
Vise Technologies, Inc.34,484
0.1% of portfolio›$9.1M
Independent Financial Group, LLC32,980
0.2% of portfolio›$8.7M
Gerald Baker Financial Group LLC32,957
2.5% of portfolio›$8.7M
Fortitude Family Office, LLC32,215
1.5% of portfolio›$8.5M
Trek Financial, LLC32,203
0.4% of portfolio›$8.5M
IFP Advisors, Inc32,114
0.1% of portfolio›$8.5M
Schmidt P J Investment Management Inc32,084
1.3% of portfolio›$8.5M
CFS Investment Advisory Services, LLC30,379
0.5% of portfolio›$8.3M
Dynamic Advisor Solutions LLC29,855
0.2% of portfolio›$7.9M
WealthBridge Capital Management, LLC29,682
1.5% of portfolio›$7.9M
Belvedere Trading LLC29,227
0.0% of portfolio›$7.7M
US Bancorp \de\28,980
0.0% of portfolio›$7.7M
Integrity Alliance, Llc.28,212
0.2% of portfolio›$7.5M
Gallagher Capital Advisors, LLC27,356
3.9% of portfolio›$7.2M
Montecito Bank & Trust27,332
1.1% of portfolio›$7.2M
Elevation Point Wealth Partners, LLC27,224
0.1% of portfolio›$7.2M
First Heartland Consultants, Inc.27,157
0.5% of portfolio›$7.2M
Citizens Financial Group Inc27,116
0.1% of portfolio›$7.2M
Citigroup Inc26,961
0.0% of portfolio›$7.1M
Koshinski Asset Management, Inc.26,825
0.4% of portfolio›$7.1M
CPR Investments Inc.26,815
5.3% of portfolio›$7.1M
Security Financial Services, Inc.26,516
0.9% of portfolio›$7.0M
Carnegie Investment Counsel26,078
0.1% of portfolio›$6.9M
Sigma Planning Corp26,049
0.2% of portfolio›$6.8M
Centerline Wealth Advisors, LLC25,886
2.1% of portfolio›$6.9M
Eagle Strategies LLC25,765
0.7% of portfolio›$6.8M
Parallel Advisors, LLC25,603
0.1% of portfolio›$6.8M
Focus Financial Network, Inc.25,582
0.2% of portfolio›$6.8M
Forthright Family Wealth Advisory LLC25,356
3.8% of portfolio›$6.7M
Cornerstone Wealth Management, LLC25,189
0.3% of portfolio›$6.7M
Weinberger Asset Management, Inc24,427
2.1% of portfolio›$6.5M
Gilliland Jeter Wealth Management LLC24,380
1.6% of portfolio›$6.5M
Ferguson Wellman Capital Management, Inc24,228
0.1% of portfolio›$6.4M
Fort Washington Investment Advisors Inc23,890
0.0% of portfolio›$6.3M
WBH Advisory Inc23,681
0.4% of portfolio›$6.3M
S&A Financial Services, Inc.23,451
3.8% of portfolio›$6.2M
Laurel Wealth Advisors LLC22,939
0.6% of portfolio›$6.1M
DT Investment Partners, LLC22,678
0.4% of portfolio›$6.0M
Keybank National Association22,598
0.0% of portfolio›$6.0M
Elwood & Goetz Wealth Advisory Group, LLC22,069
0.8% of portfolio›$5.8M
Financial Life Advisors21,236
1.6% of portfolio›$5.6M
TritonPoint Partners, LLC20,895
1.0% of portfolio›$5.5M
Ascent Group, LLC20,892
0.2% of portfolio›$5.5M
MGO One Seven LLC20,817
0.1% of portfolio›$5.5M
Meridian Wealth Management, LLC20,462
0.2% of portfolio›$5.4M
Clifford Swan Investment Counsel LLC20,237
0.2% of portfolio›$5.4M
Kestra Private Wealth Services, LLC20,138
0.1% of portfolio›$5.3M
Gimbal Financial19,767
3.0% of portfolio›$5.2M
Hemming& Wealth Management, Inc.19,449
3.0% of portfolio›$5.2M
Avidian Wealth Enterprises, LLC19,441
0.1% of portfolio›$5.1M
Ayalon Insurance Comp Ltd.19,439
0.0% of portfolio›$5.1K
Advisortrust Partners, LLC19,354
1.6% of portfolio›$5.1M
Lakeshore Financial Planning, Inc.19,126
1.6% of portfolio›$5.1M
Tennessee Valley Asset Management Partners19,030
0.6% of portfolio›$5.0M
Cypress Wealth Services, LLC18,559
0.6% of portfolio›$5.1M
VestGen Advisors, LLC18,442
0.2% of portfolio›$4.9M
Acropolis Investment Management, LLC18,344
0.2% of portfolio›$4.9M
Parsons Capital Management Inc18,179
0.2% of portfolio›$4.8M
Pinnacle Associates LTD17,912
0.1% of portfolio›$4.7M
Quest 10 Wealth Builders, Inc.17,859
3.4% of portfolio›$4.6M
Horst & Graben Wealth Management LLC17,853
0.6% of portfolio›$4.7M
Terra Nova Asset Management LLC17,732
3.0% of portfolio›$4.7M
D.A. Davidson & Co.17,710
0.0% of portfolio›$4.7M
Connecticut Wealth Management, LLC17,688
0.2% of portfolio›$4.7M
Castle Rock Wealth Management, LLC17,645
0.9% of portfolio›$4.8M
Midwest Trust Co17,238
0.1% of portfolio›$4.6M
RFG Advisory, LLC16,877
0.1% of portfolio›$4.5M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors16,811
0.2% of portfolio›$4.5M
May Hill Capital, LLC16,738
0.9% of portfolio›$4.4M
HB Wealth Management, LLC16,717
0.0% of portfolio›$4.4M
TSA Wealth Managment LLC16,507
1.2% of portfolio›$4.4M
Client 1ST Advisory Group, LLC16,429
1.1% of portfolio›$4.4M
Sovran Advisors, LLC16,248
0.3% of portfolio›$4.1M
Mullooly Asset Management, Inc.15,879
1.3% of portfolio›$4.2M
Matthew Goff Investment Advisor, LLC15,429
0.6% of portfolio›$4.1M
CoreCap Advisors, LLC15,411
0.1% of portfolio›$4.1M
Sanchez Gaunt Capital Management, LLC15,387
2.3% of portfolio›$4.1M
Integrity Advisory Solutions, LLC15,370
0.4% of portfolio›$4.1M
Choreo, LLC15,308
0.0% of portfolio›$4.1M
Forte Asset Management LLC15,199
1.6% of portfolio›$4.0M
Apollon Wealth Management, LLC15,120
0.0% of portfolio›$4.0M
Leeward Financial Partners, LLC15,002
1.0% of portfolio›$4.0M
W Advisors, LLC14,836
1.7% of portfolio›$3.9M
Promethium Advisors,llc14,835
1.9% of portfolio›$3.9M
Greenspring Advisors, LLC14,658
0.2% of portfolio›$3.9M
Roof Eidam Maycock Peralta, LLC13,732
0.7% of portfolio›$3.6M
First United Bank & Trust13,714
1.0% of portfolio›$3.6M
Lakeshore Capital Group, Inc.13,491
2.3% of portfolio›$3.6M
Tempus Wealth Planning, LLC13,319
0.7% of portfolio›$3.5M
Glenview Trust Co13,288
0.0% of portfolio›$3.5M
Avalon Capital Management13,281
0.8% of portfolio›$3.5M
Avior Wealth Management, LLC13,213
0.1% of portfolio›$3.5M
Y-Intercept (Hong Kong) Ltd13,164
0.1% of portfolio›$3.5M
Financial Perspectives, Inc12,993
0.8% of portfolio›$3.4M
LongView Wealth Management12,410
0.8% of portfolio›$3.3M
AdvisorNet Financial, Inc12,272
0.1% of portfolio›$3.2M
Duncker Streett & Co Inc12,074
0.5% of portfolio›$3.2M
Keystone Wealth Services, LLC12,069
0.6% of portfolio›$3.2M
Commonwealth Financial Services, LLC11,704
0.6% of portfolio›$3.1M
Principle Wealth Partners LLC11,612
0.1% of portfolio›$3.1M
Oak Barrel Wealth Advisory LLC11,582
1.3% of portfolio›$3.1M
Flagstar Securities, Inc11,319
0.9% of portfolio›$3.0M
Montis Financial, LLC11,284
0.6% of portfolio›$3.0M
Redwood Financial Network Corp11,188
1.6% of portfolio›$3.0M
Dale Q Rice Investment Management Ltd11,123
1.6% of portfolio›$2.9M
Ballew Advisors, Inc11,076
1.5% of portfolio›$3.0M
Patriot Financial Group Insurance Agency, LLC10,930
0.3% of portfolio›$2.9M
Apella Capital, LLC10,888
0.0% of portfolio›$3.0M
One Advisory Partners, LLC10,794
0.8% of portfolio›$2.9M
Market Street Wealth Management Advisors LLC10,724
0.4% of portfolio›$2.8M
Canvas Wealth Advisors, LLC10,702
0.4% of portfolio›$2.7M
Allen Investment Management, LLC10,606
0.0% of portfolio›$2.8M
Elevated Financial Group LLC10,584
0.8% of portfolio›$2.8M
Legacy Private Trust Co.10,561
0.2% of portfolio›$2.8M
SeaCrest Wealth Management, LLC10,545
0.3% of portfolio›$2.8M
Global Financial Private Client, LLC10,464
0.8% of portfolio›$2.8M
Avid Wealth Partners LLC10,416
1.3% of portfolio›$2.8M
Sonata Capital Group Inc10,230
0.9% of portfolio›$2.7M
B. Riley Wealth Advisors, Inc.10,218
0.1% of portfolio›$2.7M
Apollon Financial, LLC10,205
0.3% of portfolio›$2.7M
Patten & Patten Inc10,183
0.1% of portfolio›$2.7M
Csenge Advisory Group10,158
0.1% of portfolio›$2.7M
Unique Wealth, LLC9,839
0.3% of portfolio›$2.6M
Magnus Financial Group LLC9,826
0.2% of portfolio›$2.6M
Visionary Wealth Advisors9,810
0.1% of portfolio›$2.6M
Northside Capital Management, LLC9,800
0.2% of portfolio›$2.6M
Simplex Trading, LLC9,743
0.0% of portfolio›$2.6M
International Assets Investment Management, LLC9,588
0.2% of portfolio›$2.6M
Beacon Financial Group9,573
0.2% of portfolio›$2.5M
Brookstone Capital Management9,462
0.0% of portfolio›$2.5M
Maltin Wealth Management, Inc.9,451
0.8% of portfolio›$2.5M
Oppenheimer & Co Inc9,350
0.0% of portfolio›$2.5M
Wesbanco Bank Inc9,344
0.1% of portfolio›$2.5M
Lake Street Private Wealth, LLC9,093
0.3% of portfolio›$2.4M
Carret Asset Management, LLC9,017
0.2% of portfolio›$2.4M
Fifth Third Wealth Advisors LLC9,004
0.1% of portfolio›$2.4M
HCR Wealth Advisors8,873
0.2% of portfolio›$2.4M
Davenport & Co LLC8,869
0.0% of portfolio›$2.3M
Aviance Capital Partners, LLC8,691
0.2% of portfolio›$2.3M
Maia Wealth LLC8,577
0.3% of portfolio›$2.3M
Rossby Financial, LCC8,534
0.3% of portfolio›$2.3M
Certified Advisory Corp8,487
0.2% of portfolio›$2.2M
Chesley Taft & Associates LLC8,346
0.1% of portfolio›$2.2M
Lewis Asset Management, LLC8,262
0.7% of portfolio›$2.2M
Kelly Financial Services LLC8,229
0.5% of portfolio›$2.2M
Asempa Wealth Advisors8,209
1.7% of portfolio›$2.2M
Victory Financial Group, LLC8,208
0.2% of portfolio›$2.2M
AlphaCore Capital LLC8,043
0.0% of portfolio›$2.1M
Wagner Wealth Management, Corp7,992
1.7% of portfolio›$2.1M
Outlook Wealth Advisors, LLC7,930
0.4% of portfolio›$2.1M
Private Trust Co NA7,885
0.2% of portfolio›$2.1M
TD Waterhouse Canada Inc.7,852
0.0% of portfolio›$2.1M
First National Trust Co7,789
0.1% of portfolio›$2.1M
Cpwa, LLC7,715
2.2% of portfolio›$2.1M
Imc-Chicago, LLC7,516
0.0% of portfolio›$2.0M
Aprio Wealth Management, LLC7,510
0.1% of portfolio›$2.0M
West Wealth Group, LLC7,493
0.3% of portfolio›$2.0M
CX Institutional7,193
0.1% of portfolio›$1.9K
Kaydan Wealth Management, Inc.7,185
0.7% of portfolio›$1.9M
Balance Wealth Partners LLC7,150
0.5% of portfolio›$1.9M
SAX Wealth Advisors, LLC7,140
0.1% of portfolio›$1.9M
Clear Creek Financial Management, LLC7,085
0.1% of portfolio›$1.9M
True Freedom Investing, LLC7,080
0.3% of portfolio›$1.9M
BridgePort Financial Solutions, LLC7,038
0.4% of portfolio›$1.9M
First Citizens Bank & Trust Co6,989
0.0% of portfolio›$1.9M
Dagco, Inc.6,942
0.3% of portfolio›$1.8M
American Institute for Advanced Investment Management, LLP6,878
1.1% of portfolio›$1.8M
Lanark Financial, Inc.6,875
0.1% of portfolio›$1.8M
Americana Partners, LLC6,842
0.0% of portfolio›$1.8M
StoneX Group Inc.6,788
0.1% of portfolio›$1.7M
Aurora Private Wealth, Inc.6,765
0.0% of portfolio›$1.8K
Westside Investment Management, Inc.6,752
0.2% of portfolio›$1.8M
Tactive Advisors, LLC6,718
0.4% of portfolio›$1.8M
Maryland Capital Advisors Inc.6,680
0.6% of portfolio›$1.8M
CWA Asset Management Group, LLC6,651
0.1% of portfolio›$1.8M
Cyndeo Wealth Partners, LLC6,628
0.1% of portfolio›$1.8M
Cassaday & Co Wealth Management LLC6,624
0.0% of portfolio›$1.8M
Ridgeline Wealth, LLC6,617
1.0% of portfolio›$1.8M
Creative Financial Designs Inc6,604
0.1% of portfolio›$1.7M
Adell Harriman & Carpenter Inc6,538
0.1% of portfolio›$1.7M
Purewater Capital LLC6,393
1.3% of portfolio›$1.7M
MLG Wealth Management DBA Pine Grove Financial Group6,379
0.2% of portfolio›$1.7M
Willner & Heller, LLC6,373
1.1% of portfolio›$1.7M
Saxon Interests, Inc.6,354
0.6% of portfolio›$1.7M
Graves Light Lenhart Wealth, Inc.6,348
0.2% of portfolio›$1.7M
Firethorn Wealth Partners, LLC6,114
0.5% of portfolio›$1.6M
Blue Trust, Inc.6,096
0.0% of portfolio›$1.6M
PKS Advisory Services, LLC6,073
0.2% of portfolio›$1.5M
Comprehensive Financial Planning, Inc.6,033
0.9% of portfolio›$1.6M
Montz Harcus Wealth Management LLC5,812
0.5% of portfolio›$1.5M
Harbor Investment Advisory, LLC5,808
0.1% of portfolio›$1.5M
Worth Asset Management, LLC5,791
0.4% of portfolio›$1.5M
Wealth Enhancement Trust Services, Inc.5,694
0.2% of portfolio›$1.5M
Signaturefd, LLC5,682
0.0% of portfolio›$1.5M
Chapin Davis, Inc.5,675
0.3% of portfolio›$1.5M
Wedbush Securities Inc5,666
0.0% of portfolio›$1.5K
Greenleaf Trust5,657
0.0% of portfolio›$1.5M
Moulton Wealth Management, Inc5,636
1.0% of portfolio›$1.5M
MKT Advisors LLC5,619
0.5% of portfolio›$1.5M
Westwood Wealth Management5,590
0.4% of portfolio›$1.5M
Pinkerton Wealth, LLC5,568
0.2% of portfolio›$1.5M
Ashton Thomas Securities, LLC5,529
0.2% of portfolio›$1.5M
Stillwater Wealth Management Group5,528
0.8% of portfolio›$1.5M
Compass Financial Group, Inc. (Ohio)5,429
1.0% of portfolio›$1.4M
Old North State Wealth Management, LLC5,393
0.6% of portfolio›$1.4M
Signature Estate & Investment Advisors LLC5,338
0.0% of portfolio›$1.4M
Accredited Investors Inc.5,307
0.1% of portfolio›$1.4M
WealthPlan Investment Management, LLC5,295
0.1% of portfolio›$1.4M
Ascentis Independent Advisors5,172
0.1% of portfolio›$1.4M
Prairie Advisory, LLC5,170
0.2% of portfolio›$1.4M
Summit Wealth Group LLC / Co5,132
0.1% of portfolio›$1.4M
Patriot Investment Management Group, Inc.5,121
0.1% of portfolio›$1.4M
Quadrant Private Wealth Management, LLC5,034
0.2% of portfolio›$1.3M
Wealthstar Advisors, LLC4,998
0.4% of portfolio›$1.3M
Courier Capital LLC4,979
0.1% of portfolio›$1.3M
Triad Wealth Partners, LLC4,937
0.1% of portfolio›$1.3M
Capital Investment Advisory Services, LLC4,882
0.1% of portfolio›$1.3M
Rede Wealth, LLC4,868
0.4% of portfolio›$1.3M
Retirement Planning Group, LLC4,846
0.0% of portfolio›$1.3M
Penobscot Wealth Management4,817
0.3% of portfolio›$1.3M
Unified Investment Management4,815
1.1% of portfolio›$1.3M
Sierra Summit Advisors LLC4,812
0.1% of portfolio›$1.3M
Keeler & Nadler Financial Planning & Wealth Management4,783
0.3% of portfolio›$1.3M
Retirement Wealth Solutions LLC4,780
0.7% of portfolio›$1.3M
Roman Butler Fullerton & Co4,735
0.3% of portfolio›$1.2M
Harmony Asset Management LLC4,705
0.3% of portfolio›$1.2M
Mirae Asset Global Investments Co., Ltd.4,700
0.0% of portfolio›$1.2M
Montag A & Associates Inc4,641
0.1% of portfolio›$1.2M
Advus Financial Partners, LLC4,625
0.3% of portfolio›$1.2M
Northland Securities, Inc.4,610
0.7% of portfolio›$1.2M
Laurel OAK Wealth Management, LLC4,606
0.2% of portfolio›$1.2M
Burns J W & Co Inc4,560
0.1% of portfolio›$1.2M
Cardinal Point Capital Management ULC4,551
0.1% of portfolio›$1.2M
M Holdings Securities, Inc.4,525
0.0% of portfolio›$1.1K
CrossGen Wealth, LLC4,493
0.9% of portfolio›$1.2M
Lighthouse Financial LLC4,479
0.5% of portfolio›$1.2M
Occidental Asset Management, LLC4,462
0.1% of portfolio›$1.2M
Stanich Group LLC4,438
0.6% of portfolio›$1.2M
Bison Wealth, LLC4,426
0.1% of portfolio›$1.2M
Cornerstone Wealth Group, LLC4,417
0.1% of portfolio›$1.2M
JB Capital LLC4,345
0.0% of portfolio›$1.2M
Concord Wealth Partners4,314
0.1% of portfolio›$1.1M
Cooper Financial Group4,272
0.1% of portfolio›$1.1M
Orange Investment Advisors, Inc.4,270
0.1% of portfolio›$1.1M
Root Financial Partners, LLC4,248
0.0% of portfolio›$1.1M
Integras Partners LLC4,206
0.6% of portfolio›$1.1M
Asset Dedication, LLC4,187
0.1% of portfolio›$1.1M
Wealthcare Advisory Partners LLC4,139
0.0% of portfolio›$1.1M
Affiance Financial, LLC4,120
0.2% of portfolio›$1.1M
Modera Wealth Management, LLC4,119
0.0% of portfolio›$1.1M
Plancorp, LLC4,091
0.0% of portfolio›$992.8K
Valeo Financial Advisors, LLC4,012
0.0% of portfolio›$1.1M
Westover Capital Advisors, LLC4,000
0.2% of portfolio›$1.1M
Argyle Capital Partners, LLC3,962
0.6% of portfolio›$1.0M
Schuylkill Financial LLC3,959
1.0% of portfolio›$1.0M
Accel Wealth Management3,946
0.2% of portfolio›$1.0M
Center For Asset Management LLC3,868
0.5% of portfolio›$1.0M
Dodds Wealth, LLC3,809
0.2% of portfolio›$1.0M
Mission Wealth Management, LP3,727
0.0% of portfolio›$987.3K
Amicus Financial Advisors, LLC3,679
0.2% of portfolio›$974.6K
Sowell Financial Services LLC3,675
0.0% of portfolio›$973.4K
TrueWealth Advisors, LLC3,589
0.2% of portfolio›$950.8K
Visionary Horizons, LLC3,570
0.4% of portfolio›$945.7K
Mainstream Capital Management LLC3,558
0.6% of portfolio›$942.5K
Main Street Group, LTD3,548
0.2% of portfolio›$940.0K
JFS Wealth Advisors, LLC3,542
0.0% of portfolio›$938.3K
Titleist Asset Management, LLC3,535
0.1% of portfolio›$936.3K
Wetzel Investment Advisors, Inc.3,533
0.3% of portfolio›$935.9K
Blvd Private Wealth, LLC3,525
0.7% of portfolio›$933.7K
Lantz Financial LLC3,458
0.2% of portfolio›$916.0K
Daymark Wealth Partners, LLC3,439
0.0% of portfolio›$910.9K
ASL Financial, LLC3,431
0.6% of portfolio›$908.9K
PUREfi Wealth, LLC3,412
0.4% of portfolio›$903.8K
EverSource Wealth Advisors, LLC3,409
0.0% of portfolio›$903.0K
Correct Capital Wealth Management3,400
0.2% of portfolio›$900.7K
Forvis Mazars Wealth Advisors, LLC3,399
0.0% of portfolio›$900.3K
Hoxton Planning & Management, LLC3,368
0.2% of portfolio›$892.2K
Howard Capital Management, LLC3,361
0.0% of portfolio›$890.3K
Cornerstone Wealth, LLC3,346
0.4% of portfolio›$836.2K
Essex Bank3,345
0.2% of portfolio›$886.1K
Brighton Jones LLC3,316
0.0% of portfolio›$878.4K
XML Financial, LLC3,315
0.1% of portfolio›$878.1K
LiftPoint Family Wealth Advisors LLC3,299
0.6% of portfolio›$873.9K
Avantax Planning Partners, Inc.3,292
0.0% of portfolio›$872.1K
Urban Wealth Management, LLC3,260
0.8% of portfolio›$863.6K
Grimes & Co Wealth Management, LLC3,259
0.0% of portfolio›$863.4K
Old National Bancorp3,248
0.0% of portfolio›$860.4K
Bedminster, LLC3,238
0.7% of portfolio›$857.7K
Interchange Capital Partners, LLC3,233
0.1% of portfolio›$856.4K
Sensible Money, LLC3,225
0.2% of portfolio›$854.3K
Aspen Investment Management Inc3,215
0.4% of portfolio›$852.0K
United Capital Management of KS, Inc.3,210
0.1% of portfolio›$850.4K
Mosley Wealth Management3,189
0.2% of portfolio›$825.1K
Next Level Private LLC3,111
0.2% of portfolio›$824.1K
Naples Global Advisors, LLC3,099
0.1% of portfolio›$820.9K
Intrua Financial, LLC3,035
0.1% of portfolio›$804.0K
Columbia Bank3,000
0.2% of portfolio›$794.7K
Manchester Capital Management LLC2,968
0.1% of portfolio›$786.2K
Sharkey, Howes & Javer2,967
0.1% of portfolio›$786.0K
Gerber Kawasaki Wealth & Investment Management2,962
0.0% of portfolio›$784.7K
Wespac Advisors SoCal, LLC2,951
0.1% of portfolio›$781.7K
Carderock Capital Management Inc2,875
0.2% of portfolio›$761.6K
Schorn Wealth LLC2,866
0.2% of portfolio›$759.2K
Redw Wealth LLC2,817
0.3% of portfolio›$746.2K
Park National Corp2,775
0.0% of portfolio›$735.1K
Crestwood Advisors Group, LLC2,769
0.0% of portfolio›$733.5K
Bensler, LLC2,766
0.1% of portfolio›$732.6K
Greenwood Gearhart LLC2,754
0.0% of portfolio›$729.5K
Michels Family Financial, LLC2,734
0.4% of portfolio›$724.3K
XY Planning Network, Inc.2,728
0.1% of portfolio›$722.6K
HUB Investment Partners, LLC2,720
0.0% of portfolio›$720.5K
Kanawha Capital Management LLC2,641
0.0% of portfolio›$699.5K
HT Partners LLC2,612
0.2% of portfolio›$691.9K
Omni 360 Wealth, Inc.2,607
0.3% of portfolio›$690.6K
GFS Advisors, LLC2,590
0.1% of portfolio›$686.0K
Samalin Investment Counsel, LLC2,569
0.2% of portfolio›$680.4K
Golden State Wealth Management, LLC2,548
0.1% of portfolio›$675.0K
Gamma Investing LLC2,537
0.0% of portfolio›$672.1K
Blue Fin Capital, Inc.2,524
0.1% of portfolio›$668.6K
IFG Advisors, LLC2,510
0.1% of portfolio›$664.9K
Ignite Planners, LLC2,499
0.1% of portfolio›$662.0K
Asset Advisory Group, Inc.2,480
0.3% of portfolio›$657.1K
Antonelli Financial Advisors, LLC2,461
0.5% of portfolio›$652.0K
PFG Advisors2,457
0.0% of portfolio›$650.7K
Rose Capital Advisors LLC2,432
0.2% of portfolio›$644.3K
Parkside Financial Bank & Trust2,426
0.0% of portfolio›$642.7K
Strategy Asset Managers LLC2,423
0.1% of portfolio›$641.9K
Shepherd Financial Partners LLC2,412
0.1% of portfolio›$638.9K
Resonant Capital Advisors, LLC2,407
0.0% of portfolio›$637.6K
Cidel Asset Management Inc2,400
0.0% of portfolio›$635.8K
Powell Investment Advisors, LLC2,386
0.2% of portfolio›$632.2K
Center for Financial Planning, Inc.2,384
0.1% of portfolio›$631.5K
Sutton Place Investors LLC2,354
0.3% of portfolio›$623.6K
Accurate Wealth Management, LLC2,352
0.1% of portfolio›$628.7K
Bailard, Inc.2,347
0.0% of portfolio›$621.7K
Altfest L J & Co Inc2,330
0.1% of portfolio›$617.2K
Madrid Wealth Management, LLC2,325
0.4% of portfolio›$615.9K
Facet Wealth, Inc.2,302
0.0% of portfolio›$609.8K
BIP Wealth, LLC2,293
0.0% of portfolio›$607.4K
Peddock Capital Advisors, LLC2,290
0.1% of portfolio›$606.6K
Crescent Grove Advisors, LLC2,272
0.1% of portfolio›$601.9K
Elevation Wealth Management LLC2,264
0.4% of portfolio›$599.8K
Accelerate Investment Advisors LLC2,255
0.3% of portfolio›$597.5K
Weaver Consulting Group2,254
0.1% of portfolio›$597.0K
Warm Springs Advisors Inc.2,252
0.4% of portfolio›$596.6K
Robertson Stephens Wealth Management, LLC2,236
0.0% of portfolio›$592.2K
Independence Bank of Kentucky2,229
0.1% of portfolio›$590.5K
Signal Advisors Wealth, LLC2,205
0.0% of portfolio›$584.1K
Livet Wealth, LLC2,194
0.3% of portfolio›$581.1K
Washington Trust Bank2,167
0.0% of portfolio›$574.0K
Atlantic Edge Private Wealth Management, LLC2,140
0.1% of portfolio›$566.9K
Garde Capital, Inc.2,139
0.0% of portfolio›$566.5K
Evolution Wealth Management Inc.2,117
0.3% of portfolio›$560.8K
Steinberganna Wealth Management2,107
0.2% of portfolio›$558.1K
OFS Enterprise LLC2,100
0.1% of portfolio›$556.3K
Harbour Trust & Investment Management Co2,087
0.1% of portfolio›$552.8K
Eagle Wealth Advisors LLC2,054
0.4% of portfolio›$544.1K
Center for Wealth Management Advisory2,052
0.3% of portfolio›$543.5K
First City Capital Management, Inc.2,050
0.3% of portfolio›$543.0K
RKL Wealth Management LLC2,046
0.0% of portfolio›$542.0K
Cassilly Financial Group LLC2,037
0.4% of portfolio›$539.6K
Transcendent Capital Group LLC2,035
0.2% of portfolio›$539.1K
Acorn Wealth Advisors, LLC2,035
0.1% of portfolio›$539.2K
Sound Income Strategies, LLC2,028
0.0% of portfolio›$542.7K
Reflection Asset Management2,005
0.2% of portfolio›$531.1K
MV Capital Management, Inc.2,000
0.0% of portfolio›$529.8K
Argentarii, LLC2,000
0.2% of portfolio›$529.8K
Cambridge Advisors Inc.2,000
0.1% of portfolio›$529.8K
Associated Banc-Corp1,998
0.0% of portfolio›$529.3K
Ceera Investments, LLC1,996
0.2% of portfolio›$528.7K
Flagship Private Wealth, LLC1,989
0.2% of portfolio›$526.8K
Farmers & Merchants Trust Co of Long Beach1,982
0.1% of portfolio›$525.0K
Financial Solutions Advisory Group, Inc.1,970
0.1% of portfolio›$494.9K
Frankly Finances, LLC1,960
0.4% of portfolio›$519.2K
Madson Wealth Advisors Inc1,944
0.4% of portfolio›$514.9K
Peoples Bank1,926
0.2% of portfolio›$510.2K
Venture Visionary Partners LLC1,924
0.0% of portfolio›$509.7K
Marino, Stram & Associates LLC1,907
0.1% of portfolio›$505.2K
Chicago Partners Investment Group LLC1,879
0.0% of portfolio›$469.6K
Key FInancial Inc1,875
0.1% of portfolio›$496.7K
Yardley Wealth Management LLC1,872
0.2% of portfolio›$495.9K
SteelPeak Wealth, LLC1,870
0.0% of portfolio›$495.5K
Verdence Capital Advisors LLC1,867
0.0% of portfolio›$494.6K
Perryman Financial Advisory Inc1,865
0.1% of portfolio›$494.0K
Hopwood Financial Services, Inc.1,860
0.3% of portfolio›$492.7K
Human Investing LLC1,834
0.1% of portfolio›$485.8K
Nilsine Partners, LLC1,813
0.0% of portfolio›$480.3K
3Chopt Investment Partners, LLC1,810
0.1% of portfolio›$479.5K
Elco Management Co., LLC1,800
0.2% of portfolio›$476.8K
Evergreen Capital Management LLC1,787
0.0% of portfolio›$473.4K
Nations Financial Group Inc,1,783
0.0% of portfolio›$472.3K
Berman McAleer LLC1,775
0.1% of portfolio›$470.2K
Gryphon Financial Partners LLC1,770
0.0% of portfolio›$469.0K
Gradient Capital Advisors, LLC1,760
0.1% of portfolio›$466.2K
Atlas Brown,Inc.1,757
0.1% of portfolio›$465.5K
A4 Wealth Advisors LLC1,734
0.3% of portfolio›$459.3K
Tiller Private Wealth, Inc.1,733
0.1% of portfolio›$459.1K
Sterling Investment Advisors LLC1,704
0.2% of portfolio›$451.6K
MMA Asset Management LLC1,680
0.1% of portfolio›$445.0K
Integrated Capital Management, LLC1,679
0.2% of portfolio›$444.8K
Allspring Global Investments Holdings, LLC1,676
0.0% of portfolio›$447.2K
Mcdonald Partners LLC1,668
0.1% of portfolio›$441.9K
Fulcrum Equity Management1,655
0.3% of portfolio›$438.4K
Fiduciary Alliance LLC1,653
0.0% of portfolio›$437.8K
Tranquility Partners, LLC1,642
0.2% of portfolio›$434.9K
Partners Wealth Management, LLC1,638
0.0% of portfolio›$433.9K
Centurion Wealth Management LLC1,636
0.1% of portfolio›$433.4K
Confluence Wealth Services, Inc.1,636
0.0% of portfolio›$433.1K
Shelter Rock Management, LLC1,632
0.4% of portfolio›$442.8K
TD Private Client Wealth LLC1,632
0.0% of portfolio›$432.4K
LexAurum Advisors, LLC1,623
0.0% of portfolio›$430.0K
Flower City Capital1,620
0.2% of portfolio›$429.1K
Adirondack Capital Advisors, LLC1,604
0.2% of portfolio›$424.9K
Vontobel Holding Ltd.1,600
0.0% of portfolio›$423.8K
Advisors Management Group Inc1,591
0.1% of portfolio›$421.0K
Zenith Solutions, Inc.1,582
0.4% of portfolio›$419.1K
LVW Advisors, LLC1,560
0.0% of portfolio›$413.2K
Valtinson Bruner Financial Planning LLC1,545
0.1% of portfolio›$409.3K
Narus Financial Partners, LLC1,545
0.1% of portfolio›$409.3K
Midwest Heritage Bank, FSB1,543
0.1% of portfolio›$408.8K
Corrado Advisors, LLC1,539
0.2% of portfolio›$407.6K
Gibson Capital, LLC1,539
0.1% of portfolio›$407.7K
71 West Capital Partners1,538
0.0% of portfolio›$407.4K
Beacon Financial Advisory LLC1,532
0.1% of portfolio›$405.8K
Objective Capital Management, LLC1,528
0.4% of portfolio›$404.8K
Polaris Investment Advisors, LLC1,513
0.3% of portfolio›$400.8K
Peak Financial Management, Inc.1,500
0.1% of portfolio›$397.5K
Altura Wealth Advisors Inc.1,496
0.1% of portfolio›$396.3K
Klingman & Associates, LLC1,492
0.0% of portfolio›$395.2K
Fiscal Wisdom Wealth Management, LLC1,485
0.5% of portfolio›$393.4K
Adkins Seale Capital Management LLC1,455
0.3% of portfolio›$385.4K
Plante Moran Financial Advisors, LLC1,440
0.0% of portfolio›$381.5K
Balentine LLC1,437
0.0% of portfolio›$380.7K
Third View Private Wealth, LLC1,426
0.0% of portfolio›$377.7K
Willis Johnson Wealth, Inc.1,421
0.0% of portfolio›$376.4K
IVC Wealth Advisors LLC1,420
0.2% of portfolio›$376.2K
YHB Investment Advisors, Inc.1,418
0.0% of portfolio›$375.6K
Latitude Advisors, LLC1,413
0.1% of portfolio›$374.3K
Sage Mountain Advisors LLC1,412
0.0% of portfolio›$374.0K
Firestone Capital Management1,400
0.1% of portfolio›$370.7K
DecisionMap Wealth Management, LLC1,396
0.2% of portfolio›$369.8K
Bell Bank1,390
0.0% of portfolio›$368.2K
Fairvoy Private Wealth, LLC1,380
0.1% of portfolio›$365.6K
Soundwatch Capital LLC1,378
0.0% of portfolio›$371.7K
Beverly Hills Private Wealth, LLC1,378
0.1% of portfolio›$365.0K
Bestgate Wealth Advisors, LLC1,371
0.2% of portfolio›$363.2K
Lynx Investment Advisory1,368
0.1% of portfolio›$362.4K
Guidance Capital, Inc1,367
0.1% of portfolio›$323.1K
Verum Partners LLC1,353
0.1% of portfolio›$358.3K
Tarbox Family Office, Inc.1,348
0.1% of portfolio›$357.1K
Florida Trust Wealth Management Co1,344
0.0% of portfolio›$356.0K
Cahaba Wealth Management, Inc.1,331
0.0% of portfolio›$352.7K
Claro Advisors Inc.1,327
0.0% of portfolio›$351.5K
Wealth Quarterback LLC1,323
0.1% of portfolio›$350.4K
WealthTrust Asset Management, LLC1,319
0.2% of portfolio›$349.5K
DDD Partners, LLC1,316
0.0% of portfolio›$348.6K
Quadcap Wealth Management, LLC1,304
0.0% of portfolio›$345.4K
Synergy Asset Management, LLC1,300
0.0% of portfolio›$344.4K
Uptick Partners, LLC1,296
0.0% of portfolio›$343.4K
Stevens Capital Partners1,291
0.1% of portfolio›$341.9K
St. Louis Trust Co1,290
0.0% of portfolio›$341.7K
Balboa Wealth Partners1,288
0.0% of portfolio›$341.2K
Apeiron RIA LLC1,285
0.1% of portfolio›$342.9K
Mascagni Wealth Management, Inc.1,284
0.2% of portfolio›$340.1K
E6 Portfolios, LLC1,275
0.3% of portfolio›$337.7K
Waldron Private Wealth LLC1,272
0.0% of portfolio›$337.0K
Portus Wealth Advisors, LLC1,260
0.3% of portfolio›$333.8K
Everhart Financial Group, Inc.1,249
0.0% of portfolio›$330.9K
Kelly Financial Group LLC1,248
0.1% of portfolio›$330.6K
Griffin Asset Management, Inc.1,245
0.0% of portfolio›$329.8K
Heritage OAK Wealth Advisors LLC1,244
0.1% of portfolio›$329.5K
Patten Group, Inc.1,238
0.1% of portfolio›$327.9K
JGP Wealth Management, LLC1,223
0.0% of portfolio›$324.1K
Ddfg, Inc1,222
0.1% of portfolio›$323.7K
DSG Capital Advisors, LLC1,220
0.0% of portfolio›$323.2K
Forum Financial Management, LP1,219
0.0% of portfolio›$323.0K
Parkshore Wealth Management, Inc.1,204
0.1% of portfolio›$319.0K
Shade Tree Advisors LLC1,200
0.2% of portfolio›$317.9K
Mesirow Financial Investment Management, Inc.1,200
0.0% of portfolio›$317.9K
Paragon Capital Management Ltd1,200
0.1% of portfolio›$317.9K
Wealth Effects LLC1,200
0.1% of portfolio›$317.9K
Wincap Financial LLC1,200
0.2% of portfolio›$317.9K
Omega Financial Group, LLC1,198
0.1% of portfolio›$317.3K
Caliber Wealth Management, LLC / KS1,197
0.0% of portfolio›$317.1K
Redstone Wealth Management, LLC1,192
0.2% of portfolio›$315.8K
Larson Financial Group LLC1,189
0.0% of portfolio›$315.1K
RCS Financial Planning, LLC1,186
0.2% of portfolio›$314.1K
Evanson Financial, LLC1,180
0.0% of portfolio›$312.6K
BNC Wealth Management, LLC1,173
0.1% of portfolio›$310.7K
MSH Capital Advisors LLC1,168
0.0% of portfolio›$309.4K
KTF Investments, LLC1,160
0.0% of portfolio›$307.3K
Oak Asset Management, LLC1,160
0.1% of portfolio›$307.3K
Legacy Wealth Partners, LLC1,151
0.1% of portfolio›$304.9K
Flagship Wealth Advisors, LLC1,150
0.1% of portfolio›$304.6K
Total Clarity Wealth Management, Inc.1,145
0.1% of portfolio›$303.3K
One Day In July LLC1,144
0.0% of portfolio›$303.0K
Frederick Financial Consultants, LLC1,136
0.1% of portfolio›$300.9K
Seven Mile Advisory1,121
0.2% of portfolio›$297.0K
Clarus Group, Inc.1,120
0.1% of portfolio›$296.7K
Jackson Square Capital, LLC1,119
0.0% of portfolio›$296.4K
Rockland Trust Co1,116
0.0% of portfolio›$295.6K
Broussard Financial Group LLC1,115
0.2% of portfolio›$295.4K
Cascade Investment Group, Inc.1,100
0.2% of portfolio›$291.4K
Fulton Breakefield Broenniman LLC1,100
0.0% of portfolio›$291.4K
Live Oak Investment Partners1,090
0.2% of portfolio›$288.7K
Taylor Financial Group, Inc.1,088
0.2% of portfolio›$288.2K
Aspiriant, LLC1,081
0.0% of portfolio›$286.6K
Capital Advantage, Inc.1,080
0.0% of portfolio›$286.0K
NTV Asset Management LLC1,076
0.0% of portfolio›$285.0K
Waystone Advisors LLC1,075
0.2% of portfolio›$271.1K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,074
0.0% of portfolio›$284.4K
Wealth Management Partners, LLC1,072
0.1% of portfolio›$284.0K
Leo Wealth, LLC1,070
0.1% of portfolio›$283.5K
Sigma Investment Counselors Inc1,066
0.0% of portfolio›$282.4K
Milestone Asset Management, LLC1,066
0.0% of portfolio›$282.4K
RHS Financial, LLC1,062
0.1% of portfolio›$281.3K
Galvin, Gaustad & Stein, LLC1,050
0.0% of portfolio›$278.1K
Almanack Investment Partners, Llc.1,040
0.0% of portfolio›$275.5K
Opinicus Capital, Inc.1,038
0.1% of portfolio›$274.9K
Evergreen Advisors, LLC1,038
0.1% of portfolio›$275.0K
Quantum Financial Partners LLC1,027
0.1% of portfolio›$272.1K
Hobart Private Capital, LLC1,025
0.0% of portfolio›$271.5K
Zullo Investment Group, Inc.1,018
0.1% of portfolio›$269.7K
First Bancorp, Inc1,010
0.1% of portfolio›$267.5K
Angeles Wealth Management, LLC1,007
0.0% of portfolio›$266.7K
Mather Group, Llc.1,003
0.0% of portfolio›$265.7K
Compass Financial Management LLC1,003
0.0% of portfolio›$265.6K
Midwest Capital Advisors, LLC1,002
0.1% of portfolio›$265.4K
Websterrogers Financial Advisors, LLC1,000
0.1% of portfolio›$264.9K
Succession Financial, Inc.1,000
0.3% of portfolio›$264.9K
Washington Trust Co997
0.0% of portfolio›$264.1K
Advisor OS, LLC994
0.0% of portfolio›$263.3K
Guidance Point Advisors, LLC992
0.1% of portfolio›$263.0K
Armstrong Advisory Group, Inc984
0.0% of portfolio›$260.7K
Finer Wealth Management, Inc.984
0.1% of portfolio›$260.7K
Powers Advisory Group, LLC975
0.1% of portfolio›$258.3K
Destiny Capital Corp952
0.1% of portfolio›$252.2K
Hurley Capital, LLC937
0.1% of portfolio›$248.2K
Dutch Asset Corp927
0.1% of portfolio›$245.6K
Athena Wealth Management, LLC919
0.2% of portfolio›$243.5K
Tannin Capital LLC911
0.2% of portfolio›$241.3K
Simon Quick Advisors, LLC907
0.0% of portfolio›$240.2K
Verus Capital Partners, LLC906
0.0% of portfolio›$240.0K
Pathway Financial Advisors LLC896
0.0% of portfolio›$237.4K
Novem Group893
0.0% of portfolio›$236.5K
Planned Solutions, Inc.890
0.1% of portfolio›$235.8K
Selective Wealth Management, Inc.890
0.1% of portfolio›$230.2K
GGM Financial LLC890
0.1% of portfolio›$235.8K
Cherry Tree Wealth Management, LLC889
0.0% of portfolio›$235.5K
Fonville Wealth Management LLC880
0.0% of portfolio›$233.1K
Journey Advisory Group, LLC870
0.0% of portfolio›$230.5K
FF Advisors,LLC867
0.1% of portfolio›$229.7K
Arlington Capital Management Inc863
0.1% of portfolio›$228.6K
Independent Wealth Network Inc.856
0.1% of portfolio›$226.8K
Invera Wealth Advisors, LLC850
0.1% of portfolio›$225.2K
United Asset Strategies, Inc.850
0.0% of portfolio›$225.2K
Pinnacle Wealth Management Advisory Group, LLC847
0.0% of portfolio›$224.4K
Flynn Zito Capital Management, LLC844
0.1% of portfolio›$223.6K
First County Bank841
0.1% of portfolio›$222.8K
Eagle Harbor Asset Management Inc838
0.2% of portfolio›$222.0K
Global Assets Advisory, LLC837
0.1% of portfolio›$227.0K
Gilbert Capital Group, Inc.834
0.2% of portfolio›$220.9K
SYM Financial Corp833
0.0% of portfolio›$220.7K
Palacios Wealth Management, LLC831
0.1% of portfolio›$220.1K
Peachtree Investment Partners, LLC829
0.1% of portfolio›$219.5K
Hartford Financial Management Inc.823
0.0% of portfolio›$218.0K
Nadler Financial Group, Inc.820
0.0% of portfolio›$217.2K
Hutchens & Kramer Investment Management Group, LLC818
0.1% of portfolio›$216.7K
Chemistry Wealth Management LLC818
0.0% of portfolio›$216.7K
Cornell Pochily Investment Advisors, Inc.816
0.1% of portfolio›$216.2K
Sima Wealth Partners, LLC816
0.2% of portfolio›$216.2K
Richardson Capital Management LLC815
0.1% of portfolio›$215.9K
Total Investment Management Inc812
0.0% of portfolio›$215.1K
Wealth Group Ltd812
0.0% of portfolio›$219.0K
Private Wealth Partners, LLC810
0.0% of portfolio›$214.6K
Bank Pictet & Cie (Europe) AG800
0.0% of portfolio›$211.9K
Welch & Forbes LLC800
0.0% of portfolio›$211.9K
AMG National Trust Bank800
0.0% of portfolio›$211.9K
Legacy Advisors, LLC800
0.0% of portfolio›$211.9K
Praetorian Wealth Management, Inc.800
0.0% of portfolio›$211.9K
True Private Wealth Advisors777
0.0% of portfolio›$205.8K
RFG Holdings, Inc.773
0.0% of portfolio›$204.8K
Hudson Capital Management LLC772
0.1% of portfolio›$204.5K
Hurlow Wealth Management Group, Inc.756
0.0% of portfolio›$200.3K
River Street Advisors LLC742
0.1% of portfolio›$196.6K
Physician Wealth Advisors, Inc.741
0.0% of portfolio›$196.4K
Caldwell Trust Co733
0.0% of portfolio›$194.2K
TrustBank700
0.1% of portfolio›$185.4K
Transce3nd, LLC666
0.2% of portfolio›$171.2K
Provident Wealth Management, LLC666
0.1% of portfolio›$176.4K
Buck Wealth Strategies, LLC657
0.0% of portfolio›$174.0K
American National Bank & Trust655
0.0% of portfolio›$173.5K
Adirondack Trust Co654
0.1% of portfolio›$173.2K
Cape Investment Advisory, Inc.624
0.0% of portfolio›$165.3K
Townsend Asset Management Corp615
0.1% of portfolio›$162.9K
Burkett Financial Services, LLC605
0.0% of portfolio›$160.3K
MTM Investment Management, LLC600
0.0% of portfolio›$158.9K
Align Financial, LLC600
0.1% of portfolio›$158.9K
Davis Capital Management563
0.1% of portfolio›$149.1K
Elevate Wealth Advisory, Inc545
0.1% of portfolio›$144.4K
CKW Financial Group540
0.0% of portfolio›$144
Nfsg Corp510
0.0% of portfolio›$135.1K
Newton One Investments LLC479
0.0% of portfolio›$126.8K
MeadowBrook Investment Advisors LLC465
0.1% of portfolio›$115.8K
Morton Brown Family Wealth, LLC452
0.0% of portfolio›$119.7K
Heritage Family Offices, LLP445
0.0% of portfolio›$117.9K
Glass Jacobson Investment Advisors llc435
0.0% of portfolio›$115.1K
Goodman Advisory Group, LLC408
0.0% of portfolio›$108.1K
West Paces Advisors Inc.400
0.0% of portfolio›$106.0K
Biltmore Family Office, LLC400
0.0% of portfolio›$106.0K
First Community Trust NA400
0.0% of portfolio›$106.0K
BankChampaign, National Association400
0.1% of portfolio›$106.0K
Hamilton Point Investment Advisors, LLC386
0.0% of portfolio›$102.3K
Nova Financial LLC371
0.0% of portfolio›$98.3K
Bokf, NA364
0.0% of portfolio›$96.4K
Financial Network Wealth Advisors LLC361
0.1% of portfolio›$95.6K
Beacon Investment Advisory Services, Inc.352
0.0% of portfolio›$93.2K
Cordgrass Capital Advisors, LLC344
0.0% of portfolio›$91.1K
GHP Investment Advisors, Inc.335
0.0% of portfolio›$88.7K
Realta Investment Advisors322
0.0% of portfolio›$85.3K
Turtle Creek Wealth Advisors, LLC308
0.0% of portfolio›$81.6K
Lodestone Wealth Management LLC294
0.0% of portfolio›$77.9K
Bay Harbor Wealth Management, LLC291
0.0% of portfolio›$77.2K
Clark Wealth Partners284
0.0% of portfolio›$75.2K
Lloyd Advisory Services, Llc.279
0.0% of portfolio›$73.9K
Team Financial Group, LLC254
0.0% of portfolio›$67.4K
GoalVest Advisory LLC250
0.0% of portfolio›$66.2K
SJS Investment Consulting Inc.235
0.0% of portfolio›$62.3K
Highline Wealth Partners LLC235
0.0% of portfolio›$62.3K
Grove Bank & Trust218
0.0% of portfolio›$57.7K
Pinnacle Wealth Planning Services, Inc.217
0.0% of portfolio›$57.5K
Financial Consulate, Inc207
0.0% of portfolio›$54.8K
Beacon Financial Strategies Corp205
0.0% of portfolio›$54.3K
Hoey Investments, Inc190
0.0% of portfolio›$50.3K
Citizens National Bank Trust Department170
0.0% of portfolio›$45.0K
Kingdom Financial Group Llc.160
0.0% of portfolio›$42.4K
Bangor Savings Bank158
0.0% of portfolio›$41.9K
Harbor Asset Planning, Inc.156
0.0% of portfolio›$41.4K
Tompkins Financial Corp152
0.0% of portfolio›$40.3K
Global Trust Asset Management, LLC150
0.0% of portfolio›$39.7K
Bell Investment Advisors, Inc143
0.0% of portfolio›$37.9K
Triumph Capital Management143
0.0% of portfolio›$38.0K
Sofi Wealth, LLC143
0.0% of portfolio›$37.8K
Activest Wealth Management140
0.0% of portfolio›$37.1K
Bank Julius Baer & Co. Ltd, Zurich136
0.0% of portfolio›$35.8K
Monetary Solutions, Ltd130
0.0% of portfolio›$34.4K
Woodard & Co Asset Management Group Inc129
0.0% of portfolio›$34.1K
Pinnacle Bancorp, Inc.121
0.0% of portfolio›$32.1K
EPG Wealth Management LLC119
0.0% of portfolio›$31.5K
WestEnd Advisors, LLC116
0.0% of portfolio›$30.7K
Go Invest LLC113
0.0% of portfolio›$30.0K
Rosenberg Matthew Hamilton95
0.0% of portfolio›$25.2K
Armor Investment Advisors, LLC92
0.0% of portfolio›$24.4K
Country Trust Bank90
0.0% of portfolio›$23.8K
Thompson Investment Management, Inc.82
0.0% of portfolio›$21.7K
Elevated Capital Advisors, LLC77
0.0% of portfolio›$20.4K
Joseph Group Capital Management75
0.0% of portfolio›$19.9K
NorthAvenue LLC67
0.0% of portfolio›$17.8K
Archer Investment Corp62
0.0% of portfolio›$16.5K
West Branch Capital LLC60
0.0% of portfolio›$15.9K
Trust Co of Vermont59
0.0% of portfolio›$15.6K
Birch Financial Group, LLC55
0.0% of portfolio›$14.5K
City Holding Co50
0.0% of portfolio›$13.2K
Investors Research Corp46
0.0% of portfolio›$12.2K
Elevation Wealth Partners, LLC45
0.0% of portfolio›$11.9K
Albion Financial Group39
0.0% of portfolio›$10.3K
IFS Advisors, LLC37
0.0% of portfolio›$9.8K
NBT Bank, N.A.36
0.0% of portfolio›$9.5K
Signature Equity Partners, LLC33
0.0% of portfolio›$8.7K
Abound Wealth Management25
0.0% of portfolio›$6.6K
Advocate Investing Services LLC23
0.0% of portfolio›$6.1K
Hanson & Doremus Investment Management22
0.0% of portfolio›$6
Raleigh Capital Management Inc.21
0.0% of portfolio›$5.6K
Strategic Advocates LLC19
0.0% of portfolio›$5.0K
Roxbury Financial LLC19
0.0% of portfolio›$5.0K
Creative Capital Management Investments LLC17
0.0% of portfolio›$4.5K
Vima LLC16
0.0% of portfolio›$4.2K
Chapman Financial Group, LLC13
0.0% of portfolio›$3.4K
Wilmington Savings Fund Society, FSB13
0.0% of portfolio›$3.4K
GK Wealth Management LLC10
0.0% of portfolio›$2.7K
Indiana Trust & Investment Management Co9
0.0% of portfolio›$2.4K
Alta Capital Management LLC/8
0.0% of portfolio›$2.1K
Toth Financial Advisory Corp8
0.0% of portfolio›$2.1K
Oakworth Capital, Inc.7
0.0% of portfolio›$1.9K
Costello Asset Management, Inc7
0.0% of portfolio›$1.9K
First Horizon Corp7
0.0% of portfolio›$1.9K
United Financial Planning Group LLC4
0.0% of portfolio›$1.1K
Dhjj Financial Advisors, Ltd.4
0.0% of portfolio›$1.1K
Valley National Advisers Inc4
0.0% of portfolio›$1.1K
Viewpoint Capital Management LLC2
0.0% of portfolio›$530
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
566,841$150.2M0.2%ETFLowWaltham, MA2026-11-02
Kestra Advisory Services, LLC
483,241$128.0M0.4%CoreLowAustin, TX2026-11-02
Assetmark, Inc
178,930$47.4M0.1%ETFLowConcord, CA2026-10-21
Howard Capital Management Group, LLC
166,038$44.0M2.5%GrowthVery LowLos Angeles, CA2026-10-16
First Merchants Corp
160,352$42.5M1.4%GrowthLowMuncie, IN2026-10-15
Creative Planning
153,709$40.7M0.0%IndexVery LowOverland Park, KS2026-11-02
Compound Planning, Inc.
133,557$35.4M0.9%CoreLowNew York, NY2026-11-05
Cambridge Investment Research Advisors, Inc.
130,924$34.7K0.0%ETFLowFairfield, IA2026-11-02
Patton Albertson Miller Group, LLC
107,349$28.4M2.9%CoreLowChattanooga, TN2026-10-26
RVW Wealth, LLC
104,891$27.8M1.8%ETFVery LowLos Angeles, CA2026-10-06
Perigon Wealth Management, LLC
102,979$27.3M0.4%GrowthLowSan Francisco, CA2026-10-22
Capital Investment Advisors, LLC
102,605$27.2M0.4%CoreLowAtlanta, GA2026-10-22
Sagespring Wealth Partners, LLC
101,122$26.8M0.4%ETFLowFranklin, TN2026-10-22
Atria Investments, Inc
99,486$26.4M0.3%CoreMediumCharlotte, NC2026-10-15
Park Avenue Securities LLC
96,381$25.5K0.0%ETFMediumNew York, NY2026-10-26
Tritonpoint Wealth, LLC
91,698$24.3M2.4%CoreLowChevy Chase, MD2026-10-19
Wealth Enhancement Advisory Services, LLC
90,624$24.2M0.0%CoreLowPlymouth, MN2026-10-13
First Citizens Financial Corp
88,349$23.4M9.8%ETFLowMason City, IA2026-10-02
Fifth Third Securities, Inc.
73,971$19.6M1.0%ETFLowCincinnati, OH2026-10-21
Truist Financial Corp
71,796$19.0M0.0%CoreLowCharlotte, NC2026-10-30
Cottonwood Capital Advisors, LLC
65,056$17.2M10.4%ETFVery LowSalt Lake City, UT2026-10-20
Finley Financial, LLC
60,706$16.2M6.7%ETFVery LowLas Vegas, NV2026-10-28
Signature Wealth Management Partners, LLC
60,654$16.1M6.9%GrowthVery LowMontvale, NJ2026-10-21
J.W. Cole Advisors, Inc.
60,437$16.0M0.3%IndexLowTampa, FL2026-11-05
Lido Advisors, LLC
57,486$15.2M0.0%GrowthLowLos Angeles, CA2026-11-04
Ashurst Perkins Coie Trust Co
56,023$14.8M2.4%CoreVery LowSeattle, WA2026-10-15
Farther Finance Advisors, LLC
55,713$14.8M0.1%IndexLowSan Francisco, CA2026-10-08
Concurrent Investment Advisors, LLC
55,214$14.6M0.1%GrowthMediumTampa, FL2026-10-16
Certuity, LLC
54,062$14.3M0.7%GARPLowNorth Palm Beach, FL2026-11-02
Bank of New York Mellon Corp
53,714$14.2M0.0%CoreLowNew York, NY2026-11-05
Mechanics Bank Trust Department
52,422$13.9M1.7%CoreLowWalnut Creek, CA2026-10-13
Prime Capital Investment Advisors, LLC
51,851$13.7M0.1%ETFLowOverland Park, KS2026-10-20
Pettinga Financial Advisors LLC
50,750$13.4M2.2%ETFMediumEvansville, IN2026-10-13
High Point Wealth Management, LLC
50,380$13.3M10.6%ETFLowChester, NJ2026-11-05
J.Safra Asset Management Corp
47,904$12.7M0.6%ETFLowNew York, NY2026-11-03
Kingswood Wealth Advisors, LLC
47,677$12.6M0.5%GrowthLowSan Diego, CA2026-10-23
Diversify Wealth Management, LLC
47,658$12.3M0.2%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
47,658$12.3M0.2%GrowthLowSandy, UT2026-10-20
OpenArc Corporate Advisory, LLC
46,610$12.3M0.1%GrowthLowAtlanta, GA2026-10-21
Three Seasons Wealth, LLC
46,098$12.2M1.1%GrowthMediumSalt Lake City, UT2026-11-03
Swmg, LLC
45,453$11.3M2.5%ETFMediumFort Worth, TX2026-10-23
Essex LLC
44,268$11.7M1.8%ETFLowDeer Park, IL2026-10-14
Pittenger & Anderson Inc
43,015$11.4M0.4%CoreLowLincoln, NE2026-11-02
Lifelong Wealth Advisors, Inc.
42,224$11.2M2.6%ETFLowArden Hills, MN2026-10-19
Cadent Capital Advisors, LLC
42,167$11.2M2.4%ETFHighTulsa, OK2026-10-09
Spire Wealth Management
40,974$10.9M0.3%GrowthMediumMclean, VA2026-10-30
Summit Financial Consulting LLC
39,621$10.5M7.7%ETFHighSterling Heights, MI2026-10-15
Prospera Financial Services Inc
37,754$9.2M0.1%CoreMediumDallas, TX2026-11-04
Ashton Thomas Private Wealth, LLC
37,660$10.0M0.2%CoreMediumScottsdale, AZ2026-11-03
Strategic Blueprint, LLC
36,134$9.6M0.5%ETFLowAtlanta, GA2026-10-22
Kingsman Wealth Management, Inc.
35,660$9.4M4.2%MomentumMediumPensacola, FL2026-10-13
Central Pacific Bank - Trust Division
35,653$9.4M1.0%CoreMediumHonolulu, HI2026-10-06
Principal Financial Group Inc
35,458$9.4M0.0%CoreLowDes Moines, IA2026-11-02
Thrivent Financial for Lutherans
35,355$9.4M0.0%GARPMediumMinneapolis, MN2026-11-05
Crown Wealth Group, LLC
34,964$9.3M2.3%ETFMediumCharlotte, NC2026-10-19
Tableaux LLC
34,496$9.1M3.7%ETFLowStockbridge, MA2026-10-23
Vise Technologies, Inc.
34,484$9.1M0.1%IndexLowNew York, NY2026-10-29
Independent Financial Group, LLC
32,980$8.7M0.2%GrowthLowSan Diego, CA2026-10-13
Gerald Baker Financial Group LLC
32,957$8.7M2.5%GARPLowArlington, TX2026-10-09
Fortitude Family Office, LLC
32,215$8.5M1.5%ETFMediumScottsdale, AZ2026-10-14
Trek Financial, LLC
32,203$8.5M0.4%ETFHighScottsdale, AZ2026-10-29
IFP Advisors, Inc
32,114$8.5M0.1%GrowthLowTampa, FL2026-10-16
Schmidt P J Investment Management Inc
32,084$8.5M1.3%GrowthVery LowCedarburg, WI2026-11-02
CFS Investment Advisory Services, LLC
30,379$8.3M0.5%ETFMediumTotowa, NJ2026-10-19
Dynamic Advisor Solutions LLC
29,855$7.9M0.2%ETFLowPhoenix, AZ2026-10-13
WealthBridge Capital Management, LLC
29,682$7.9M1.5%ETFLowWesterville, OH2026-10-16
Belvedere Trading LLC
29,227$7.7M0.0%Agg GrowthVery HighChicago, IL2026-11-05
US Bancorp \de\
28,980$7.7M0.0%IndexLowMinneapolis, MN2026-11-05
Integrity Alliance, Llc.
28,212$7.5M0.2%ETFMediumUrbandale, IA2026-10-29
Gallagher Capital Advisors, LLC
27,356$7.2M3.9%GrowthHighArgyle, TX2026-10-09
Montecito Bank & Trust
27,332$7.2M1.1%GrowthVery LowSanta Barbara, CA2026-10-01
Elevation Point Wealth Partners, LLC
27,224$7.2M0.1%CoreHighDenver, CO2026-11-05
First Heartland Consultants, Inc.
27,157$7.2M0.5%ETFMediumLake St. Louis, MO2026-10-08
Citizens Financial Group Inc
27,116$7.2M0.1%GrowthLowProvidence, RI2026-10-23
Citigroup Inc
26,961$7.1M0.0%CoreMediumNew York, NY2026-11-04
Koshinski Asset Management, Inc.
26,825$7.1M0.4%ETFLowDecatur, IL2026-10-29
CPR Investments Inc.
26,815$7.1M5.3%ETFHighRochester, MI2026-10-26
Security Financial Services, Inc.
26,516$7.0M0.9%ETFMediumFort Wayne, IN2026-10-29
Carnegie Investment Counsel
26,078$6.9M0.1%CoreLowPepper Pike, OH2026-10-20
Sigma Planning Corp
26,049$6.8M0.2%GrowthMediumAnn Arbor, MI2026-10-23
Centerline Wealth Advisors, LLC
25,886$6.9M2.1%ETFHighLouisville, KY2026-10-15
Eagle Strategies LLC
25,765$6.8M0.7%ETFLowNew York, NY2026-10-16
Parallel Advisors, LLC
25,603$6.8M0.1%IndexLowSan Francisco, CA2026-11-03
Focus Financial Network, Inc.
25,582$6.8M0.2%ETFLowMinneapolis, MN2026-10-14
Forthright Family Wealth Advisory LLC
25,356$6.7M3.8%ETFHighHouston, TX2026-11-03
Cornerstone Wealth Management, LLC
25,189$6.7M0.3%ETFVery LowSt. Peters, MO2026-11-04
Weinberger Asset Management, Inc
24,427$6.5M2.1%ETFVery LowLos Angeles, CA2026-10-28
Gilliland Jeter Wealth Management LLC
24,380$6.5M1.6%GrowthVery LowLittle Rock, AR2026-10-28
Ferguson Wellman Capital Management, Inc
24,228$6.4M0.1%CoreLowPortland, OR2026-10-05
Fort Washington Investment Advisors Inc
23,890$6.3M0.0%CoreLowCincinnati, OH2026-10-15
WBH Advisory Inc
23,681$6.3M0.4%ETFLowBaltimore, MD2026-11-05
S&A Financial Services, Inc.
23,451$6.2M3.8%ETFN/AOverland Park, KS2026-11-03
Laurel Wealth Advisors LLC
22,939$6.1M0.6%CoreVery LowCharlotte, NC2026-10-27
DT Investment Partners, LLC
22,678$6.0M0.4%ETFVery LowChadds Ford, PA2026-10-27
Keybank National Association
22,598$6.0M0.0%CoreLowBrooklyn, OH2026-11-04
Elwood & Goetz Wealth Advisory Group, LLC
22,069$5.8M0.8%ETFLowAthens, GA2026-10-28
Financial Life Advisors
21,236$5.6M1.6%ETFLowSan Antonio, TX2026-10-14
TritonPoint Partners, LLC
20,895$5.5M1.0%CoreMediumChevy Chase, MD2026-11-05
Ascent Group, LLC
20,892$5.5M0.2%CoreLowVirginia Beach, VA2026-10-30
MGO One Seven LLC
20,817$5.5M0.1%GrowthLowBeachwood, OH2026-10-28
Meridian Wealth Management, LLC
20,462$5.4M0.2%GrowthLowLexington, KY2026-11-05
Clifford Swan Investment Counsel LLC
20,237$5.4M0.2%CoreVery LowPasadena, CA2026-11-05
Kestra Private Wealth Services, LLC
20,138$5.3M0.1%GrowthLowAustin, TX2026-10-30
Gimbal Financial
19,767$5.2M3.0%ETFN/ACarmel, IN2026-10-19
Hemming& Wealth Management, Inc.
19,449$5.2M3.0%ETFMediumTraverse City, MI2026-10-20
Avidian Wealth Enterprises, LLC
19,441$5.1M0.1%ETFLowHouston, TX2026-10-08
Ayalon Insurance Comp Ltd.
19,439$5.1K0.0%ETFLowRamat Gan, Luxembourg2026-10-08
Advisortrust Partners, LLC
19,354$5.1M1.6%CoreHighRaleigh, NC2026-11-02
Lakeshore Financial Planning, Inc.
19,126$5.1M1.6%ETFLowSt. Clair Shores, MI2026-10-13
Tennessee Valley Asset Management Partners
19,030$5.0M0.6%ETFLowKnoxville, TN2026-11-03
Cypress Wealth Services, LLC
18,559$5.1M0.6%ETFLowPalm Desert, CA2026-10-21
VestGen Advisors, LLC
18,442$4.9M0.2%GrowthMediumChicago, IL2026-10-27
Acropolis Investment Management, LLC
18,344$4.9M0.2%ETFLowSt. Louis, MO2026-10-08
Parsons Capital Management Inc
18,179$4.8M0.2%CoreLowProvidence, RI2026-10-28
Pinnacle Associates LTD
17,912$4.7M0.1%CoreLowNew York, NY2026-10-20
Quest 10 Wealth Builders, Inc.
17,859$4.6M3.4%ETFLowFuquay-Varina, VA2026-11-02
Horst & Graben Wealth Management LLC
17,853$4.7M0.6%ETFMediumPortland, OR2026-11-02
Terra Nova Asset Management LLC
17,732$4.7M3.0%MomentumMediumNew York, NY2026-10-13
D.A. Davidson & Co.
17,710$4.7M0.0%CoreLowGreat Falls, MT2026-10-28
Connecticut Wealth Management, LLC
17,688$4.7M0.2%ETFLowFarmington, CT2026-10-13
Castle Rock Wealth Management, LLC
17,645$4.8M0.9%GrowthMediumWalnut Creek, CA2026-10-09
Midwest Trust Co
17,238$4.6M0.1%CoreLowOverland Park, KS2026-10-22
RFG Advisory, LLC
16,877$4.5M0.1%ETFMediumBirmingham, AL2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
16,811$4.5M0.2%ETFMediumWestlake, OH2026-10-14
May Hill Capital, LLC
16,738$4.4M0.9%ETFLowCohasset, MA2026-11-03
HB Wealth Management, LLC
16,717$4.4M0.0%IndexVery LowAtlanta, GA2026-10-23
TSA Wealth Managment LLC
16,507$4.4M1.2%ETFMediumHouston, TX2026-10-22
Client 1ST Advisory Group, LLC
16,429$4.4M1.1%ETFVery LowDunedin, FL2026-10-19
Sovran Advisors, LLC
16,248$4.1M0.3%ETFMediumSan Diego, CA2026-11-02
Mullooly Asset Management, Inc.
15,879$4.2M1.3%ETFVery LowWall Township, NJ2026-10-30
Matthew Goff Investment Advisor, LLC
15,429$4.1M0.6%CoreMediumHouston, TX2026-10-13
CoreCap Advisors, LLC
15,411$4.1M0.1%ETFMediumSouthfield, MI2026-10-08
Sanchez Gaunt Capital Management, LLC
15,387$4.1M2.3%ETFN/AReno, NV2026-11-03
Integrity Advisory Solutions, LLC
15,370$4.1M0.4%ETFMediumDallas, TX2026-10-29
Choreo, LLC
15,308$4.1M0.0%IndexLowRockford, IL2026-10-28
Forte Asset Management LLC
15,199$4.0M1.6%ETFLowBedford, NY2026-10-13
Apollon Wealth Management, LLC
15,120$4.0M0.0%GrowthLowMount Pleasant, SC2026-10-23
Leeward Financial Partners, LLC
15,002$4.0M1.0%GrowthMediumBellevue, WA2026-10-23
W Advisors, LLC
14,836$3.9M1.7%CoreLowGermantown, TN2026-11-02
Promethium Advisors,llc
14,835$3.9M1.9%CoreLowBethesda, MD2026-10-19
Greenspring Advisors, LLC
14,658$3.9M0.2%ETFVery LowTowson, MD2026-11-05
Roof Eidam Maycock Peralta, LLC
13,732$3.6M0.7%ETFVery LowSan Francisco, CA2026-10-15
First United Bank & Trust
13,714$3.6M1.0%CoreLowOakland, MD2026-10-22
Lakeshore Capital Group, Inc.
13,491$3.6M2.3%CoreVery LowRolling Meadows, IL2026-10-20
Tempus Wealth Planning, LLC
13,319$3.5M0.7%ETFMediumIrvine, CA2026-10-14
Glenview Trust Co
13,288$3.5M0.0%GrowthVery LowLouisville, KY2026-10-28
Avalon Capital Management
13,281$3.5M0.8%GrowthMediumMenlo Park, CA2026-11-04
Avior Wealth Management, LLC
13,213$3.5M0.1%ETFMediumOmaha, NE2026-10-13
Y-Intercept (Hong Kong) Ltd
13,164$3.5M0.1%ValueVery HighHong Kong, South Korea2026-10-16
Financial Perspectives, Inc
12,993$3.4M0.8%GrowthVery LowMinneapolis, MN2026-11-03
LongView Wealth Management
12,410$3.3M0.8%ETFLowAtlanta, GA2026-10-19
AdvisorNet Financial, Inc
12,272$3.2M0.1%ETFLowMinnetonka, MN2026-10-15
Duncker Streett & Co Inc
12,074$3.2M0.5%GrowthLowSt. Louis, MO2026-10-27
Keystone Wealth Services, LLC
12,069$3.2M0.6%ETFHighPalm Desert, CA2026-11-03
Commonwealth Financial Services, LLC
11,704$3.1M0.6%ETFMediumVienna, WV2026-10-20
Principle Wealth Partners LLC
11,612$3.1M0.1%CoreVery LowMadison, CT2026-11-02
Oak Barrel Wealth Advisory LLC
11,582$3.1M1.3%ETFN/AReston, VA2026-11-05
Flagstar Securities, Inc
11,319$3.0M0.9%ETFVery LowNew York, NY2026-10-15
Montis Financial, LLC
11,284$3.0M0.6%ETFLowWaltham, MA2026-11-04
Redwood Financial Network Corp
11,188$3.0M1.6%ETFLowSolon, OH2026-11-03
Dale Q Rice Investment Management Ltd
11,123$2.9M1.6%ETFVery LowVancouver, WA2026-10-09
Ballew Advisors, Inc
11,076$3.0M1.5%ETFLowJackson, MS2026-10-05
Patriot Financial Group Insurance Agency, LLC
10,930$2.9M0.3%GrowthLowWalpole, MA2026-10-14
Apella Capital, LLC
10,888$3.0M0.0%ETFVery LowWest Hartford, CT2026-10-08
One Advisory Partners, LLC
10,794$2.9M0.8%ETFMediumOverland Park, KS2026-10-22
Market Street Wealth Management Advisors LLC
10,724$2.8M0.4%ETFMediumIndianapolis, IN2026-10-09
Canvas Wealth Advisors, LLC
10,702$2.7M0.4%GrowthLowShawnee, KS2026-11-02
Allen Investment Management, LLC
10,606$2.8M0.0%MomentumMediumNew York, NY2026-11-03
Elevated Financial Group LLC
10,584$2.8M0.8%ETFMediumIndianapolis, IN2026-10-16
Legacy Private Trust Co.
10,561$2.8M0.2%ETFLowNeenah, WI2026-10-06
SeaCrest Wealth Management, LLC
10,545$2.8M0.3%GrowthLowPurchase, NY2026-10-21
Global Financial Private Client, LLC
10,464$2.8M0.8%GrowthLowSarasota, FL2026-10-15
Avid Wealth Partners LLC
10,416$2.8M1.3%ETFMediumSan Antonio, TX2026-11-03
Sonata Capital Group Inc
10,230$2.7M0.9%ETFVery LowSeattle, WA2026-10-19
B. Riley Wealth Advisors, Inc.
10,218$2.7M0.1%GrowthLowMemphis, TN2026-10-13
Apollon Financial, LLC
10,205$2.7M0.3%ETFVery LowMount Pleasant, SC2026-10-23
Patten & Patten Inc
10,183$2.7M0.1%CoreLowChattanooga, TN2026-10-26
Csenge Advisory Group
10,158$2.7M0.1%ETFMediumClearwater, FL2026-11-04
Unique Wealth, LLC
9,839$2.6M0.3%ETFMediumTampa, FL2026-10-16
Magnus Financial Group LLC
9,826$2.6M0.2%ETFLowNew York, NY2026-10-21
Visionary Wealth Advisors
9,810$2.6M0.1%ETFLowO'Fallon, IL2026-11-04
Northside Capital Management, LLC
9,800$2.6M0.2%GARPLowHood River, OR2026-10-13
Simplex Trading, LLC
9,743$2.6M0.0%CoreVery HighChicago, IL2026-11-04
International Assets Investment Management, LLC
9,588$2.6M0.2%CoreVery HighOrlando, FL2026-11-02
Beacon Financial Group
9,573$2.5M0.2%ETFMediumDallas, TX2026-10-19
Brookstone Capital Management
9,462$2.5M0.0%ETFMediumWheaton, IL2026-10-22
Maltin Wealth Management, Inc.
9,451$2.5M0.8%ETFMediumRidgewood, NJ2026-10-13
Oppenheimer & Co Inc
9,350$2.5M0.0%CoreLowNew York, NY2026-10-26
Wesbanco Bank Inc
9,344$2.5M0.1%CoreLowWheeling, WV2026-11-04
Lake Street Private Wealth, LLC
9,093$2.4M0.3%GrowthLowChicago, IL2026-10-22
Carret Asset Management, LLC
9,017$2.4M0.2%CoreVery LowNew York, NY2026-11-04
Fifth Third Wealth Advisors LLC
9,004$2.4M0.1%IndexVery LowCincinnati, OH2026-10-22
HCR Wealth Advisors
8,873$2.4M0.2%GrowthLowLos Angeles, CA2026-10-15
Davenport & Co LLC
8,869$2.3M0.0%CoreMediumRichmond, VA2026-10-14
Aviance Capital Partners, LLC
8,691$2.3M0.2%CoreLowNaples, FL2026-10-29
Maia Wealth LLC
8,577$2.3M0.3%ETFMediumDenver, CO2026-10-19
Rossby Financial, LCC
8,534$2.3M0.3%ETFMediumMelbourne, FL2026-11-05
Certified Advisory Corp
8,487$2.2M0.2%ETFLowAltamonte Springs, FL2026-10-29
Chesley Taft & Associates LLC
8,346$2.2M0.1%CoreLowChicago, IL2026-10-13
Lewis Asset Management, LLC
8,262$2.2M0.7%GrowthLowLafayette, CA2026-10-14
Kelly Financial Services LLC
8,229$2.2M0.5%ETFMediumBraintree, MA2026-10-20
Asempa Wealth Advisors
8,209$2.2M1.7%ETFLowBaton Rouge, LA2026-10-07
Victory Financial Group, LLC
8,208$2.2M0.2%ETFLowAustin, TX2026-10-27
AlphaCore Capital LLC
8,043$2.1M0.0%ETFLowLa Jolla, CA2026-11-04
Wagner Wealth Management, Corp
7,992$2.1M1.7%ETFHighConyngham, PA2026-10-20
Outlook Wealth Advisors, LLC
7,930$2.1M0.4%ETFMediumShenandoah, TX2026-10-28
Private Trust Co NA
7,885$2.1M0.2%CoreLowCleveland, OH2026-10-20
TD Waterhouse Canada Inc.
7,852$2.1M0.0%CoreLowToronto, Australia2026-10-16
First National Trust Co
7,789$2.1M0.1%GrowthLowJohnstown, PA2026-10-28
Cpwa, LLC
7,715$2.1M2.2%GrowthN/AHood River, OR2026-11-04
Imc-Chicago, LLC
7,516$2.0M0.0%GARPVery HighChicago, IL2026-11-05
Aprio Wealth Management, LLC
7,510$2.0M0.1%ETFMediumAtlanta, GA2026-10-28
West Wealth Group, LLC
7,493$2.0M0.3%ETFMediumIrvine, CA2026-10-14
CX Institutional
7,193$1.9K0.1%CoreMediumAuburn, IN2026-10-02
Kaydan Wealth Management, Inc.
7,185$1.9M0.7%ETFMediumFenton, MI2026-10-08
Balance Wealth Partners LLC
7,150$1.9M0.5%ETFMediumWorthington, OH2026-10-27
SAX Wealth Advisors, LLC
7,140$1.9M0.1%ETFVery LowParsippany, NJ2026-10-13
Clear Creek Financial Management, LLC
7,085$1.9M0.1%ETFMediumSilverdale, WA2026-10-28
True Freedom Investing, LLC
7,080$1.9M0.3%CoreHighCoeur D'Alene, ID2026-10-29
BridgePort Financial Solutions, LLC
7,038$1.9M0.4%ETFLowFairfield, IA2026-11-02
First Citizens Bank & Trust Co
6,989$1.9M0.0%CoreMediumRaleigh, NC2026-10-14
Dagco, Inc.
6,942$1.8M0.3%ETFVery LowWestlake, OH2026-10-20
American Institute for Advanced Investment Management, LLP
6,878$1.8M1.1%ETFLowScottsdale, AZ2026-11-03
Lanark Financial, Inc.
6,875$1.8M0.1%CoreMediumBirmingham, AL2026-10-26
Americana Partners, LLC
6,842$1.8M0.0%CoreMediumHouston, TX2026-10-28
StoneX Group Inc.
6,788$1.7M0.1%ETFMediumNew York, NY2026-11-03
Aurora Private Wealth, Inc.
6,765$1.8K0.0%ETFLowRockaway, NJ2026-10-20
Westside Investment Management, Inc.
6,752$1.8M0.2%GrowthLowSanta Monica, CA2026-11-02
Tactive Advisors, LLC
6,718$1.8M0.4%ETFHighJacksonville, FL2026-10-08
Maryland Capital Advisors Inc.
6,680$1.8M0.6%ETFVery LowChester, MD2026-10-15
CWA Asset Management Group, LLC
6,651$1.8M0.1%CoreMediumNaples, FL2026-10-19
Cyndeo Wealth Partners, LLC
6,628$1.8M0.1%CoreMediumSt. Petersburg, FL2026-10-16
Cassaday & Co Wealth Management LLC
6,624$1.8M0.0%ETFVery LowMclean, VA2026-10-27
Ridgeline Wealth, LLC
6,617$1.8M1.0%ETFVery LowMesa, AZ2026-10-14
Creative Financial Designs Inc
6,604$1.7M0.1%ETFMediumKokomo, IN2026-11-04
Adell Harriman & Carpenter Inc
6,538$1.7M0.1%GrowthVery LowHouston, TX2026-11-02
Purewater Capital LLC
6,393$1.7M1.3%ETFMediumFort Worth, TX2026-10-23
MLG Wealth Management DBA Pine Grove Financial Group
6,379$1.7M0.2%ETFMediumWoodbury, MN2026-10-13
Willner & Heller, LLC
6,373$1.7M1.1%GrowthLowEncino, CA2026-10-28
Saxon Interests, Inc.
6,354$1.7M0.6%ETFMediumHouston, TX2026-10-26
Graves Light Lenhart Wealth, Inc.
6,348$1.7M0.2%ETFVery LowHarrisonburg, VA2026-10-09
Firethorn Wealth Partners, LLC
6,114$1.6M0.5%ETFLowAugusta, GA2026-10-14
Blue Trust, Inc.
6,096$1.6M0.0%ETFLowBrentwood, TN2026-10-15
PKS Advisory Services, LLC
6,073$1.5M0.2%ETFMediumAlbany, NY2026-10-26
Comprehensive Financial Planning, Inc.
6,033$1.6M0.9%Agg GrowthLowEast Petersburg, PA2026-10-27
Montz Harcus Wealth Management LLC
5,812$1.5M0.5%ETFVery LowNew Orleans, LA2026-10-09
Harbor Investment Advisory, LLC
5,808$1.5M0.1%GrowthLowLutherville, MD2026-10-13
Worth Asset Management, LLC
5,791$1.5M0.4%ETFHighDallas, TX2026-10-07
Wealth Enhancement Trust Services, Inc.
5,694$1.5M0.2%GrowthMediumSioux Falls, SD2026-10-07
Signaturefd, LLC
5,682$1.5M0.0%IndexLowAtlanta, GA2026-10-23
Chapin Davis, Inc.
5,675$1.5M0.3%GrowthHighBaltimore, MD2026-10-09
Wedbush Securities Inc
5,666$1.5K0.0%CoreLowPasadena, CA2026-10-22
Greenleaf Trust
5,657$1.5M0.0%CoreLowKalamazoo, MI2026-10-29
Moulton Wealth Management, Inc
5,636$1.5M1.0%ETFVery HighSpokane, WA2026-10-13
MKT Advisors LLC
5,619$1.5M0.5%ETFLowCarlsbad, CA2026-10-20
Westwood Wealth Management
5,590$1.5M0.4%Agg GrowthHighLos Angeles, CA2026-10-29
Pinkerton Wealth, LLC
5,568$1.5M0.2%CoreHighCoeur D Alene, ID2026-10-29
Ashton Thomas Securities, LLC
5,529$1.5M0.2%ETFMediumRochester, NY2026-10-26
Stillwater Wealth Management Group
5,528$1.5M0.8%GrowthMediumJuno Beach, FL2026-10-21
Compass Financial Group, Inc. (Ohio)
5,429$1.4M1.0%ETFMediumDublin, OH2026-10-19
Old North State Wealth Management, LLC
5,393$1.4M0.6%ValueMediumWilmington, NC2026-10-22
Signature Estate & Investment Advisors LLC
5,338$1.4M0.0%ETFMediumLos Angeles, CA2026-10-13
Accredited Investors Inc.
5,307$1.4M0.1%ETFLowEdina, MN2026-11-03
WealthPlan Investment Management, LLC
5,295$1.4M0.1%GrowthMediumOmaha, NE2026-10-15
Ascentis Independent Advisors
5,172$1.4M0.1%ETFLowDallas, TX2026-11-03
Prairie Advisory, LLC
5,170$1.4M0.2%ETFN/ALeawood, KS2026-10-19
Summit Wealth Group LLC / Co
5,132$1.4M0.1%ETFHighColorado Springs, CO2026-10-29
Patriot Investment Management Group, Inc.
5,121$1.4M0.1%ETFVery LowKnoxville, TN2026-10-15
Quadrant Private Wealth Management, LLC
5,034$1.3M0.2%GrowthLowCenter Valley, PA2026-11-04
Wealthstar Advisors, LLC
4,998$1.3M0.4%ETFMediumPlano, TX2026-10-19
Courier Capital LLC
4,979$1.3M0.1%ETFLowBuffalo, NY2026-10-19
Triad Wealth Partners, LLC
4,937$1.3M0.1%ETFMediumLawrence, KS2026-10-26
Capital Investment Advisory Services, LLC
4,882$1.3M0.1%CoreMediumRaleigh, NC2026-10-30
Rede Wealth, LLC
4,868$1.3M0.4%ValueMediumCharlottesville, VA2026-10-22
Retirement Planning Group, LLC
4,846$1.3M0.0%ETFVery LowLeawood, KS2026-10-19
Penobscot Wealth Management
4,817$1.3M0.3%ETFVery LowPortland, ME2026-10-21
Unified Investment Management
4,815$1.3M1.1%CoreLowAtlanta, GA2026-10-14
Sierra Summit Advisors LLC
4,812$1.3M0.1%Agg GrowthHighIncline Village, NV2026-10-28
Keeler & Nadler Financial Planning & Wealth Management
4,783$1.3M0.3%ETFLowDublin, OH2026-10-28
Retirement Wealth Solutions LLC
4,780$1.3M0.7%ETFLowMarshfield, WI2026-10-07
Roman Butler Fullerton & Co
4,735$1.2M0.3%GrowthMediumSt Louis, MO2026-10-27
Harmony Asset Management LLC
4,705$1.2M0.3%GrowthMediumScottsdale, AZ2026-10-20
Mirae Asset Global Investments Co., Ltd.
4,700$1.2M0.0%GrowthLowSeoul, Malaysia2026-11-03
Montag A & Associates Inc
4,641$1.2M0.1%CoreLowAtlanta, GA2026-10-29
Advus Financial Partners, LLC
4,625$1.2M0.3%ETFLowWinter Park, FL2026-10-20
Northland Securities, Inc.
4,610$1.2M0.7%ETFLowMinneapolis, MN2026-11-02
Laurel OAK Wealth Management, LLC
4,606$1.2M0.2%GrowthLowMarlton, NJ2026-10-19
Burns J W & Co Inc
4,560$1.2M0.1%GrowthVery LowDewitt, NY2026-10-20
Cardinal Point Capital Management ULC
4,551$1.2M0.1%ValueLowToronto, Australia2026-10-21
M Holdings Securities, Inc.
4,525$1.1K0.0%ETFHighPortland, OR2026-11-03
CrossGen Wealth, LLC
4,493$1.2M0.9%CoreVery LowGreenville, NC2026-10-30
Lighthouse Financial LLC
4,479$1.2M0.5%Agg GrowthLowLargo, FL2026-10-23
Occidental Asset Management, LLC
4,462$1.2M0.1%GrowthLowBurlingame, CA2026-11-05
Stanich Group LLC
4,438$1.2M0.6%ETFVery LowMontauk, NY2026-10-16
Bison Wealth, LLC
4,426$1.2M0.1%GrowthMediumAtlanta, GA2026-10-13
Cornerstone Wealth Group, LLC
4,417$1.2M0.1%CoreMediumHuntersville, NC2026-11-02
JB Capital LLC
4,345$1.2M0.0%ETFMediumWethersfield, CT2026-10-19
Concord Wealth Partners
4,314$1.1M0.1%GrowthLowAbingdon, VA2026-11-02
Cooper Financial Group
4,272$1.1M0.1%GrowthMediumIrvine, CA2026-10-07
Orange Investment Advisors, Inc.
4,270$1.1M0.1%CoreLowGoshen, NY2026-10-23
Root Financial Partners, LLC
4,248$1.1M0.0%ETFMediumEncinitas, CA2026-10-21
Integras Partners LLC
4,206$1.1M0.6%CoreLowAlpharetta, GA2026-10-30
Asset Dedication, LLC
4,187$1.1M0.1%ETFLowSan Francisco, CA2026-11-03
Wealthcare Advisory Partners LLC
4,139$1.1M0.0%ETFLowWest Chester, PA2026-10-21
Affiance Financial, LLC
4,120$1.1M0.2%ETFVery LowSt. Louis Park, MN2026-10-15
Modera Wealth Management, LLC
4,119$1.1M0.0%ETFVery LowWestwood, NJ2026-10-28
Plancorp, LLC
4,091$992.8K0.0%ETFLowSaint Louis, MO2026-11-03
Valeo Financial Advisors, LLC
4,012$1.1M0.0%ETFLowCarmel, IN2026-10-08
Westover Capital Advisors, LLC
4,000$1.1M0.2%MomentumLowWilmington, DE2026-10-26
Argyle Capital Partners, LLC
3,962$1.0M0.6%CoreLowLos Angeles, CA2026-10-23
Schuylkill Financial LLC
3,959$1.0M1.0%ETFN/AWyomissing, PA2026-10-21
Accel Wealth Management
3,946$1.0M0.2%ETFLowWaverly, IA2026-10-13
Center For Asset Management LLC
3,868$1.0M0.5%ETFMediumPalm Beach Gardens, FL2026-10-16
Dodds Wealth, LLC
3,809$1.0M0.2%ETFVery LowGreenwood Village, CO2026-11-02
Mission Wealth Management, LP
3,727$987.3K0.0%ETFLowSanta Barbara, CA2026-10-15
Amicus Financial Advisors, LLC
3,679$974.6K0.2%ETFLowLubbock, TX2026-11-03
Sowell Financial Services LLC
3,675$973.4K0.0%CoreLowNorth Little Rock, AR2026-10-23
TrueWealth Advisors, LLC
3,589$950.8K0.2%ETFMediumBirmingham, AL2026-10-09
Visionary Horizons, LLC
3,570$945.7K0.4%ETFLowKnoxville, TN2026-10-22
Mainstream Capital Management LLC
3,558$942.5K0.6%GrowthLowLos Angeles, CA2026-10-23
Main Street Group, LTD
3,548$940.0K0.2%ETFMediumGlen Allen, VA2026-10-28
JFS Wealth Advisors, LLC
3,542$938.3K0.0%ETFVery LowHermitage, PA2026-11-03
Titleist Asset Management, LLC
3,535$936.3K0.1%ETFLowSan Antonio, TX2026-10-08
Wetzel Investment Advisors, Inc.
3,533$935.9K0.3%ETFLowIndianapolis, IN2026-10-13
Blvd Private Wealth, LLC
3,525$933.7K0.7%CoreMediumProspect, KY2026-10-14
Lantz Financial LLC
3,458$916.0K0.2%ETFLowNaperville, IL2026-10-15
Daymark Wealth Partners, LLC
3,439$910.9K0.0%CoreLowCincinnati, OH2026-11-04
ASL Financial, LLC
3,431$908.9K0.6%ETFVery LowLos Gatos, CA2026-10-15
PUREfi Wealth, LLC
3,412$903.8K0.4%GrowthMediumBoston, MA2026-10-19
EverSource Wealth Advisors, LLC
3,409$903.0K0.0%CoreMediumBirmingham, AL2026-11-04
Correct Capital Wealth Management
3,400$900.7K0.2%ETFMediumClayton, MO2026-11-02
Forvis Mazars Wealth Advisors, LLC
3,399$900.3K0.0%ETFVery LowSpringfield, MO2026-10-13
Hoxton Planning & Management, LLC
3,368$892.2K0.2%ETFLowShepherdstown, WV2026-10-15
Howard Capital Management, LLC
3,361$890.3K0.0%ETFHighAlpharetta, GA2026-10-16
Cornerstone Wealth, LLC
3,346$836.2K0.4%ETFMediumGreeneville, TN2026-10-28
Essex Bank
3,345$886.1K0.2%CoreLowEssex, CT2026-10-16
Brighton Jones LLC
3,316$878.4K0.0%CoreVery LowSeattle, WA2026-11-03
XML Financial, LLC
3,315$878.1K0.1%ETFLowBethesda, MD2026-10-29
LiftPoint Family Wealth Advisors LLC
3,299$873.9K0.6%ETFMediumFar Hills, NJ2026-11-03
Avantax Planning Partners, Inc.
3,292$872.1K0.0%ETFLowDubuque, IA2026-11-03
Urban Wealth Management, LLC
3,260$863.6K0.8%GrowthMediumLakewood, CA2026-10-21
Grimes & Co Wealth Management, LLC
3,259$863.4K0.0%CoreLowWestborough, MA2026-10-29
Old National Bancorp
3,248$860.4K0.0%CoreLowEvansville, IN2026-10-20
Bedminster, LLC
3,238$857.7K0.7%ETFMediumBluffton, SC2026-11-04
Interchange Capital Partners, LLC
3,233$856.4K0.1%GrowthLowPittsburgh, PA2026-10-28
Sensible Money, LLC
3,225$854.3K0.2%ETFVery LowScottsdale, AZ2026-10-20
Aspen Investment Management Inc
3,215$852.0K0.4%GrowthLowGrand Rapids, MI2026-11-05
United Capital Management of KS, Inc.
3,210$850.4K0.1%GrowthMediumSalina, KS2026-11-04
Mosley Wealth Management
3,189$825.1K0.2%ETFHighAnaheim, CA2026-10-16
Next Level Private LLC
3,111$824.1K0.2%CoreVery LowHarrison, NY2026-10-20
Naples Global Advisors, LLC
3,099$820.9K0.1%CoreVery LowNaples, FL2026-11-05
Intrua Financial, LLC
3,035$804.0K0.1%ETFMediumHouston, TX2026-10-28
Columbia Bank
3,000$794.7K0.2%GrowthLowLake Oswego, OR2026-10-29
Manchester Capital Management LLC
2,968$786.2K0.1%CoreLowManchester, VT2026-10-22
Sharkey, Howes & Javer
2,967$786.0K0.1%ETFMediumDenver, CO2026-10-22
Gerber Kawasaki Wealth & Investment Management
2,962$784.7K0.0%ETFLowSanta Monica, CA2026-10-29
Wespac Advisors SoCal, LLC
2,951$781.7K0.1%GrowthMediumPasadena, CA2026-10-13
Carderock Capital Management Inc
2,875$761.6K0.2%GrowthLowChevy Chase, MD2026-10-22
Schorn Wealth LLC
2,866$759.2K0.2%ETFLowEnglewood, FL2026-10-14
Redw Wealth LLC
2,817$746.2K0.3%ETFLowAlbuquerque, NM2026-11-02
Park National Corp
2,775$735.1K0.0%CoreLowNewark, OH2026-10-05
Crestwood Advisors Group, LLC
2,769$733.5K0.0%GrowthLowBoston, MA2026-10-27
Bensler, LLC
2,766$732.6K0.1%MomentumMediumBellevue, WA2026-11-05
Greenwood Gearhart LLC
2,754$729.5K0.0%ETFLowFayetteville, AR2026-11-02
Michels Family Financial, LLC
2,734$724.3K0.4%ETFLowFort Worth, TX2026-11-02
XY Planning Network, Inc.
2,728$722.6K0.1%ETFLowBozeman, MT2026-10-14
HUB Investment Partners, LLC
2,720$720.5K0.0%GrowthLowAustin, TX2026-11-03
Kanawha Capital Management LLC
2,641$699.5K0.0%CoreVery LowRichmond, VA2026-10-19
HT Partners LLC
2,612$691.9K0.2%ETFVery LowCenterbrook, CT2026-10-20
Omni 360 Wealth, Inc.
2,607$690.6K0.3%ETFLowPlainsboro, NJ2026-10-13
GFS Advisors, LLC
2,590$686.0K0.1%CoreLowHouston, TX2026-11-03
Samalin Investment Counsel, LLC
2,569$680.4K0.2%YieldMediumChappaqua, NY2026-10-23
Golden State Wealth Management, LLC
2,548$675.0K0.1%ETFMediumSanta Ana, CA2026-11-02
Gamma Investing LLC
2,537$672.1K0.0%IndexVery LowFoster City, CA2026-10-08
Blue Fin Capital, Inc.
2,524$668.6K0.1%GrowthVery LowWarren, RI2026-10-28
IFG Advisors, LLC
2,510$664.9K0.1%ETFVery LowSt. Louis, MO2026-10-15
Ignite Planners, LLC
2,499$662.0K0.1%CoreLowSan Clemente, CA2026-10-14
Asset Advisory Group, Inc.
2,480$657.1K0.3%CoreVery LowKinnelon, NJ2026-10-20
Antonelli Financial Advisors, LLC
2,461$652.0K0.5%ETFLowGrosse Pointe, MI2026-10-13
PFG Advisors
2,457$650.7K0.0%ETFMediumPhoenix, AZ2026-10-16
Rose Capital Advisors LLC
2,432$644.3K0.2%ETFN/AMiami Beach, FL2026-11-04
Parkside Financial Bank & Trust
2,426$642.7K0.0%CoreVery LowSaint Louis, MO2026-10-27
Strategy Asset Managers LLC
2,423$641.9K0.1%CoreLowPasadena, CA2026-10-14
Shepherd Financial Partners LLC
2,412$638.9K0.1%ETFLowWinchester, MA2026-11-03
Resonant Capital Advisors, LLC
2,407$637.6K0.0%ETFLowMadison, WI2026-10-15
Cidel Asset Management Inc
2,400$635.8K0.0%CoreMediumToronto, Australia2026-10-29
Powell Investment Advisors, LLC
2,386$632.2K0.2%ETFVery LowMiami, FL2026-10-22
Center for Financial Planning, Inc.
2,384$631.5K0.1%ETFLowSouthfied, MI2026-10-26
Sutton Place Investors LLC
2,354$623.6K0.3%ETFLowArmonk, NY2026-10-20
Accurate Wealth Management, LLC
2,352$628.7K0.1%CoreMediumWesley Chapel, FL2026-10-20
Bailard, Inc.
2,347$621.7K0.0%GrowthMediumFoster City, CA2026-10-13
Altfest L J & Co Inc
2,330$617.2K0.1%ETFHighNew York, NY2026-10-27
Madrid Wealth Management, LLC
2,325$615.9K0.4%ETFLowAlbuquerque, NM2026-10-23
Facet Wealth, Inc.
2,302$609.8K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
BIP Wealth, LLC
2,293$607.4K0.0%ETFMediumAtlanta, GA2026-10-22
Peddock Capital Advisors, LLC
2,290$606.6K0.1%GrowthLowBraintree, MA2026-10-16
Crescent Grove Advisors, LLC
2,272$601.9K0.1%ETFLowLake Forest, IL2026-10-21
Elevation Wealth Management LLC
2,264$599.8K0.4%Agg GrowthLowEden Prairie, MN2026-11-02
Accelerate Investment Advisors LLC
2,255$597.5K0.3%ETFLowAliso Viejo, CA2026-11-02
Weaver Consulting Group
2,254$597.0K0.1%ETFLowHuntington Beach, CA2026-10-07
Warm Springs Advisors Inc.
2,252$596.6K0.4%Agg GrowthMediumLarkspur, CA2026-10-28
Robertson Stephens Wealth Management, LLC
2,236$592.2K0.0%ETFMediumSan Francisco, CA2026-10-16
Independence Bank of Kentucky
2,229$590.5K0.1%GrowthLowOwensboro, KY2026-10-26
Signal Advisors Wealth, LLC
2,205$584.1K0.0%ETFLowDetroit, MI2026-10-13
Livet Wealth, LLC
2,194$581.1K0.3%ETFLowSpanish Fork, UT2026-10-27
Washington Trust Bank
2,167$574.0K0.0%CoreLowSpokane, WA2026-11-03
Atlantic Edge Private Wealth Management, LLC
2,140$566.9K0.1%CoreLowJacksonville, FL2026-10-20
Garde Capital, Inc.
2,139$566.5K0.0%ETFLowSeattle, WA2026-10-29
Evolution Wealth Management Inc.
2,117$560.8K0.3%ETFMediumFort Myers, FL2026-10-28
Steinberganna Wealth Management
2,107$558.1K0.2%ETFLowHuntington, NY2026-10-23
OFS Enterprise LLC
2,100$556.3K0.1%ETFVery LowKearney, NE2026-10-16
Harbour Trust & Investment Management Co
2,087$552.8K0.1%GrowthLowMichigan City, IN2026-10-28
Eagle Wealth Advisors LLC
2,054$544.1K0.4%Agg GrowthMediumWestport, CT2026-10-20
Center for Wealth Management Advisory
2,052$543.5K0.3%CoreMediumMilford, OH2026-10-23
First City Capital Management, Inc.
2,050$543.0K0.3%CoreLowSavannah, GA2026-10-27
RKL Wealth Management LLC
2,046$542.0K0.0%ETFVery LowLancaster, PA2026-10-16
Cassilly Financial Group LLC
2,037$539.6K0.4%ETFLowSeverna Park, MD2026-10-07
Transcendent Capital Group LLC
2,035$539.1K0.2%ETFMediumEdmond, OK2026-10-28
Acorn Wealth Advisors, LLC
2,035$539.2K0.1%ETFLowGrand Blanc, MI2026-10-19
Sound Income Strategies, LLC
2,028$542.7K0.0%YieldMediumFt Lauderdale, FL2026-10-09
Reflection Asset Management
2,005$531.1K0.2%GrowthMediumIsle Of Palms, SC2026-10-28
MV Capital Management, Inc.
2,000$529.8K0.0%ETFLowBethesda, MD2026-10-29
Argentarii, LLC
2,000$529.8K0.2%GrowthLowCincinnati, OH2026-10-28
Cambridge Advisors Inc.
2,000$529.8K0.1%ETFVery LowOmaha, NE2026-10-19
Associated Banc-Corp
1,998$529.3K0.0%CoreLowGreen Bay, WI2026-10-30
Ceera Investments, LLC
1,996$528.7K0.2%CoreMediumBellaire, TX2026-11-02
Flagship Private Wealth, LLC
1,989$526.8K0.2%ETFLowWoburn, MA2026-11-05
Farmers & Merchants Trust Co of Long Beach
1,982$525.0K0.1%CoreVery LowLong Beach, CA2026-10-22
Financial Solutions Advisory Group, Inc.
1,970$494.9K0.1%ETFMediumChicago, IL2026-10-28
Frankly Finances, LLC
1,960$519.2K0.4%ETFVery LowWinter Park, FL2026-10-28
Madson Wealth Advisors Inc
1,944$514.9K0.4%ETFLowSanta Rosa, CA2026-10-13
Peoples Bank
1,926$510.2K0.2%ETFLowMarietta, OH2026-10-26
Venture Visionary Partners LLC
1,924$509.7K0.0%CoreLowSylvania, OH2026-10-07
Marino, Stram & Associates LLC
1,907$505.2K0.1%ETFVery LowBraintree, MA2026-10-22
Chicago Partners Investment Group LLC
1,879$469.6K0.0%GARPLowChicago, IL2026-10-27
Key FInancial Inc
1,875$496.7K0.1%ETFLowWest Chester, PA2026-11-02
Yardley Wealth Management LLC
1,872$495.9K0.2%ETFVery LowYardley, PA2026-10-23
SteelPeak Wealth, LLC
1,870$495.5K0.0%GrowthHighWoodland Hills, CA2026-10-16
Verdence Capital Advisors LLC
1,867$494.6K0.0%CoreMediumHunt Valley, MD2026-10-26
Perryman Financial Advisory Inc
1,865$494.0K0.1%GrowthVery LowDallas, TX2026-10-16
Hopwood Financial Services, Inc.
1,860$492.7K0.3%ETFLowReston, VA2026-10-29
Human Investing LLC
1,834$485.8K0.1%ETFVery LowLake Oswego, OR2026-10-19
Nilsine Partners, LLC
1,813$480.3K0.0%CoreMediumGreenwood Village, CO2026-11-02
3Chopt Investment Partners, LLC
1,810$479.5K0.1%CoreLowRichmond, VA2026-10-30
Elco Management Co., LLC
1,800$476.8K0.2%CoreLowNew York, NY2026-10-14
Evergreen Capital Management LLC
1,787$473.4K0.0%GARPMediumBellevue, WA2026-10-23
Nations Financial Group Inc,
1,783$472.3K0.0%CoreLowCedar Rapids, IA2026-11-05
Berman McAleer LLC
1,775$470.2K0.1%ETFVery LowTimonium, MD2026-10-16
Gryphon Financial Partners LLC
1,770$469.0K0.0%IndexLowColumbus, OH2026-11-04
Gradient Capital Advisors, LLC
1,760$466.2K0.1%ETFLowSan Diego, CA2026-10-21
Atlas Brown,Inc.
1,757$465.5K0.1%GrowthLowLouisville, KY2026-10-09
A4 Wealth Advisors LLC
1,734$459.3K0.3%ETFHighHuntersville, NC2026-10-20
Tiller Private Wealth, Inc.
1,733$459.1K0.1%ETFVery LowBethlehem, PA2026-10-26
Sterling Investment Advisors LLC
1,704$451.6K0.2%ETFVery LowBolivar, MO2026-10-27
MMA Asset Management LLC
1,680$445.0K0.1%ETFMediumNew York, NY2026-11-02
Integrated Capital Management, LLC
1,679$444.8K0.2%ETFLowBloomfield, MI2026-10-23
Allspring Global Investments Holdings, LLC
1,676$447.2K0.0%CoreMediumCharlotte, NC2026-11-04
Mcdonald Partners LLC
1,668$441.9K0.1%CoreLowCleveland, OH2026-11-03
Fulcrum Equity Management
1,655$438.4K0.3%GrowthHighPlano, TX2026-10-21
Fiduciary Alliance LLC
1,653$437.8K0.0%CoreMediumGreenville, SC2026-10-13
Tranquility Partners, LLC
1,642$434.9K0.2%CoreLowBrentwood, TN2026-10-20
Partners Wealth Management, LLC
1,638$433.9K0.0%CoreLowCarmel By The Sea, CA2026-10-28
Centurion Wealth Management LLC
1,636$433.4K0.1%ETFMediumMclean, VA2026-10-13
Confluence Wealth Services, Inc.
1,636$433.1K0.0%ETFVery LowMcmurray, PA2026-11-05
Shelter Rock Management, LLC
1,632$442.8K0.4%GrowthMediumJericho, NY2026-10-09
TD Private Client Wealth LLC
1,632$432.4K0.0%ETFLowNew York, NY2026-10-28
LexAurum Advisors, LLC
1,623$430.0K0.0%ETFLowOverland Park, KS2026-10-19
Flower City Capital
1,620$429.1K0.2%ETFVery LowPittsford, NY2026-10-15
Adirondack Capital Advisors, LLC
1,604$424.9K0.2%ETFVery LowSyracuse, NY2026-10-09
Vontobel Holding Ltd.
1,600$423.8K0.0%CoreMediumZurich, Switzerland2026-10-16
Advisors Management Group Inc
1,591$421.0K0.1%CoreLowLa Crosse, WI2026-11-05
Zenith Solutions, Inc.
1,582$419.1K0.4%ETFN/APhiladelphia, PA2026-10-19
LVW Advisors, LLC
1,560$413.2K0.0%CoreMediumPittsford, NY2026-10-19
Valtinson Bruner Financial Planning LLC
1,545$409.3K0.1%ETFLowNew Brighton, MN2026-11-02
Narus Financial Partners, LLC
1,545$409.3K0.1%ValueLowSalt Lake City, UT2026-10-19
Midwest Heritage Bank, FSB
1,543$408.8K0.1%ETFVery LowWest Des Moines, IA2026-10-26
Corrado Advisors, LLC
1,539$407.6K0.2%CoreMediumRamsey, NJ2026-10-27
Gibson Capital, LLC
1,539$407.7K0.1%ETFVery LowWexford, PA2026-10-23
71 West Capital Partners
1,538$407.4K0.0%IndexVery LowBoston, MA2026-11-04
Beacon Financial Advisory LLC
1,532$405.8K0.1%ETFLowCleveland, OH2026-10-16
Objective Capital Management, LLC
1,528$404.8K0.4%ETFLowFairlawn, OH2026-10-13
Polaris Investment Advisors, LLC
1,513$400.8K0.3%ETFMediumFramingham, MA2026-10-20
Peak Financial Management, Inc.
1,500$397.5K0.1%ETFVery LowWellesley, MA2026-10-16
Altura Wealth Advisors Inc.
1,496$396.3K0.1%GrowthLowSanta Clara, CA2026-10-22
Klingman & Associates, LLC
1,492$395.2K0.0%ETFVery LowNew York, NY2026-10-20
Fiscal Wisdom Wealth Management, LLC
1,485$393.4K0.5%ETFMediumCanton, CT2026-10-16
Adkins Seale Capital Management LLC
1,455$385.4K0.3%CoreVery LowShreveport, LA2026-10-27
Plante Moran Financial Advisors, LLC
1,440$381.5K0.0%ETFVery LowSouthfield, MI2026-11-04
Balentine LLC
1,437$380.7K0.0%ETFLowAtlanta, GA2026-11-03
Third View Private Wealth, LLC
1,426$377.7K0.0%GrowthLowWestport, CT2026-10-30
Willis Johnson Wealth, Inc.
1,421$376.4K0.0%ETFLowHouston, TX2026-11-03
IVC Wealth Advisors LLC
1,420$376.2K0.2%GrowthLowSilverdale, PA2026-10-23
YHB Investment Advisors, Inc.
1,418$375.6K0.0%GrowthLowWest Hartford, CT2026-10-08
Latitude Advisors, LLC
1,413$374.3K0.1%ETFLowYorkville, IL2026-10-27
Sage Mountain Advisors LLC
1,412$374.0K0.0%ETFLowAtlanta, GA2026-11-02
Firestone Capital Management
1,400$370.7K0.1%ETFVery LowSouth Miami, FL2026-11-03
DecisionMap Wealth Management, LLC
1,396$369.8K0.2%ETFLowGreat Falls, VA2026-10-29
Bell Bank
1,390$368.2K0.0%ETFLowFargo, ND2026-10-21
Fairvoy Private Wealth, LLC
1,380$365.6K0.1%GrowthMediumBirmingham, AL2026-10-19
Soundwatch Capital LLC
1,378$371.7K0.0%ETFVery LowDallas, TX2026-11-04
Beverly Hills Private Wealth, LLC
1,378$365.0K0.1%ValueMediumBeverly Hills, CA2026-11-04
Bestgate Wealth Advisors, LLC
1,371$363.2K0.2%ETFLowFrederick, MD2026-10-13
Lynx Investment Advisory
1,368$362.4K0.1%ETFLowWashington, Dc, DC2026-10-27
Guidance Capital, Inc
1,367$323.1K0.1%ETFMediumLousville, KY2026-11-03
Verum Partners LLC
1,353$358.3K0.1%ETFLowCharlotte, NC2026-10-21
Tarbox Family Office, Inc.
1,348$357.1K0.1%ETFVery LowNewport Beach, CA2026-10-23
Florida Trust Wealth Management Co
1,344$356.0K0.0%CoreVery LowSanibel, FL2026-11-05
Cahaba Wealth Management, Inc.
1,331$352.7K0.0%ETFVery LowAtlanta, GA2026-10-26
Claro Advisors Inc.
1,327$351.5K0.0%CoreLowBoston, MA2026-11-02
Wealth Quarterback LLC
1,323$350.4K0.1%ETFMediumToms River, NJ2026-10-20
WealthTrust Asset Management, LLC
1,319$349.5K0.2%GARPMediumDestin, FL2026-10-22
DDD Partners, LLC
1,316$348.6K0.0%CoreMediumBellevue, WA2026-11-02
Quadcap Wealth Management, LLC
1,304$345.4K0.0%ETFLowFrisco, TX2026-11-02
Synergy Asset Management, LLC
1,300$344.4K0.0%GrowthHighVancouver, WA2026-11-05
Uptick Partners, LLC
1,296$343.4K0.0%ETFLowNacogdoches, TX2026-11-04
Stevens Capital Partners
1,291$341.9K0.1%ETFVery LowOmaha, NE2026-10-29
St. Louis Trust Co
1,290$341.7K0.0%ETFVery LowSaint Louis, MO2026-11-03
Balboa Wealth Partners
1,288$341.2K0.0%Agg GrowthMediumScottsdale, AZ2026-10-20
Apeiron RIA LLC
1,285$342.9K0.1%ETFMediumDallas, TX2026-10-08
Mascagni Wealth Management, Inc.
1,284$340.1K0.2%ETFLowClinton, MS2026-10-23
E6 Portfolios, LLC
1,275$337.7K0.3%ETFLowMidvale, UT2026-10-26
Waldron Private Wealth LLC
1,272$337.0K0.0%ETFVery LowBridgeville, PA2026-11-02
Portus Wealth Advisors, LLC
1,260$333.8K0.3%ETFLowCharlotte, NC2026-10-13
Everhart Financial Group, Inc.
1,249$330.9K0.0%ETFLowDublin, OH2026-10-08
Kelly Financial Group LLC
1,248$330.6K0.1%ETFLowWethersfield, CT2026-10-16
Griffin Asset Management, Inc.
1,245$329.8K0.0%CoreLowNew York, NY2026-10-22
Heritage OAK Wealth Advisors LLC
1,244$329.5K0.1%ValueHighSanta Rosa Beach, FL2026-10-14
Patten Group, Inc.
1,238$327.9K0.1%CoreLowChattanooga, TN2026-10-26
JGP Wealth Management, LLC
1,223$324.1K0.0%CoreLowBend, OR2026-10-13
Ddfg, Inc
1,222$323.7K0.1%ETFLowThousand Oaks, CA2026-10-15
DSG Capital Advisors, LLC
1,220$323.2K0.0%GrowthLowEdina, MN2026-11-05
Forum Financial Management, LP
1,219$323.0K0.0%ETFLowLombard, IL2026-10-16
Parkshore Wealth Management, Inc.
1,204$319.0K0.1%ETFLowGranite Bay, CA2026-10-13
Shade Tree Advisors LLC
1,200$317.9K0.2%ETFMediumSaratoga Springs, NY2026-10-22
Mesirow Financial Investment Management, Inc.
1,200$317.9K0.0%CoreLowChicago, IL2026-11-05
Paragon Capital Management Ltd
1,200$317.9K0.1%CoreVery LowDenver, CO2026-10-09
Wealth Effects LLC
1,200$317.9K0.1%GrowthLowBoston, MA2026-10-23
Wincap Financial LLC
1,200$317.9K0.2%CoreLowBoston, MA2026-10-20
Omega Financial Group, LLC
1,198$317.3K0.1%ETFVery LowSanta Barbara, CA2026-10-29
Caliber Wealth Management, LLC / KS
1,197$317.1K0.0%ETFLowOverland Park, KS2026-11-04
Redstone Wealth Management, LLC
1,192$315.8K0.2%ETFMediumOklahoma City, OK2026-10-20
Larson Financial Group LLC
1,189$315.1K0.0%GrowthLowSt Louis, MO2026-11-05
RCS Financial Planning, LLC
1,186$314.1K0.2%ETFMediumAnnapolis, MD2026-10-14
Evanson Financial, LLC
1,180$312.6K0.0%ETFN/AMclean, VA2026-10-23
BNC Wealth Management, LLC
1,173$310.7K0.1%GrowthHighBeaverton, OR2026-10-19
MSH Capital Advisors LLC
1,168$309.4K0.0%CoreLowScottsdale, AZ2026-11-03
KTF Investments, LLC
1,160$307.3K0.0%GrowthLowSeal Beach, CA2026-10-23
Oak Asset Management, LLC
1,160$307.3K0.1%CoreVery LowWestlake Village, CA2026-10-13
Legacy Wealth Partners, LLC
1,151$304.9K0.1%ETFHighLakewood, CO2026-10-15
Flagship Wealth Advisors, LLC
1,150$304.6K0.1%ETFLowWakefield, MA2026-11-03
Total Clarity Wealth Management, Inc.
1,145$303.3K0.1%ETFMediumSt. Charles, IL2026-10-26
One Day In July LLC
1,144$303.0K0.0%ETFVery LowBurlington, VT2026-10-30
Frederick Financial Consultants, LLC
1,136$300.9K0.1%ETFVery LowFrederick, MD2026-10-29
Seven Mile Advisory
1,121$297.0K0.2%GrowthLowTallahassee, FL2026-10-22
Clarus Group, Inc.
1,120$296.7K0.1%ETFLowHouston, TX2026-10-21
Jackson Square Capital, LLC
1,119$296.4K0.0%Agg GrowthMediumSan Francisco, CA2026-10-19
Rockland Trust Co
1,116$295.6K0.0%CoreLowHanover, MA2026-10-05
Broussard Financial Group LLC
1,115$295.4K0.2%ETFMediumKaplan, LA2026-10-26
Cascade Investment Group, Inc.
1,100$291.4K0.2%CoreLowColorado Springs, CO2026-10-13
Fulton Breakefield Broenniman LLC
1,100$291.4K0.0%GrowthLowBethesda, MD2026-11-03
Live Oak Investment Partners
1,090$288.7K0.2%ETFMediumAustin, TX2026-10-23
Taylor Financial Group, Inc.
1,088$288.2K0.2%CoreVery LowRoanoke, VA2026-11-02
Aspiriant, LLC
1,081$286.6K0.0%ETFVery LowLos Angeles, CA2026-10-16
Capital Advantage, Inc.
1,080$286.0K0.0%ETFMediumWalnut Creek, CA2026-10-14
NTV Asset Management LLC
1,076$285.0K0.0%GrowthLowCharleston, WV2026-10-23
Waystone Advisors LLC
1,075$271.1K0.2%ETFLowRedmond, WA2026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
1,074$284.4K0.0%GrowthVery LowSeattle, WA2026-10-27
Wealth Management Partners, LLC
1,072$284.0K0.1%Agg GrowthLowTucson, AZ2026-10-21
Leo Wealth, LLC
1,070$283.5K0.1%CoreLowHurst, TX2026-10-26
Sigma Investment Counselors Inc
1,066$282.4K0.0%ETFLowNorthville, MI2026-10-27
Milestone Asset Management, LLC
1,066$282.4K0.0%GrowthHighPittsburgh, PA2026-10-15
RHS Financial, LLC
1,062$281.3K0.1%ETFMediumSan Francisco, CA2026-10-13
Galvin, Gaustad & Stein, LLC
1,050$278.1K0.0%CoreMediumScottsdale, AZ2026-10-08
Almanack Investment Partners, Llc.
1,040$275.5K0.0%ETFMediumNewtown Square, PA2026-11-03
Opinicus Capital, Inc.
1,038$274.9K0.1%GrowthLowTampa, FL2026-10-28
Evergreen Advisors, LLC
1,038$275.0K0.1%ETFVery LowChattanooga, TN2026-10-28
Quantum Financial Partners LLC
1,027$272.1K0.1%ETFN/AOverland Park, KS2026-10-19
Hobart Private Capital, LLC
1,025$271.5K0.0%ETFMediumCharlotte, NC2026-10-19
Zullo Investment Group, Inc.
1,018$269.7K0.1%GrowthVery LowScranton, PA2026-10-20
First Bancorp, Inc
1,010$267.5K0.1%ValueVery LowDamariscotta, ME2026-10-26
Angeles Wealth Management, LLC
1,007$266.7K0.0%ETFLowSanta Monica, CA2026-10-26
Mather Group, Llc.
1,003$265.7K0.0%ETFMediumChicago, IL2026-10-14
Compass Financial Management LLC
1,003$265.6K0.0%CoreN/ATampa, FL2026-10-30
Midwest Capital Advisors, LLC
1,002$265.4K0.1%ETFHighGrand Rapids, MI2026-11-04
Websterrogers Financial Advisors, LLC
1,000$264.9K0.1%ETFVery LowFlorence, SC2026-11-02
Succession Financial, Inc.
1,000$264.9K0.3%ETFN/AMckinney, TX2026-10-14
Washington Trust Co
997$264.1K0.0%GrowthVery LowWesterly, RI2026-10-22
Advisor OS, LLC
994$263.3K0.0%ETFMediumChicago, IL2026-11-03
Guidance Point Advisors, LLC
992$263.0K0.1%ETFVery LowWellesley, MA2026-10-15
Armstrong Advisory Group, Inc
984$260.7K0.0%ETFHighNeedham, MA2026-10-09
Finer Wealth Management, Inc.
984$260.7K0.1%GrowthLowSalem, MA2026-10-16
Powers Advisory Group, LLC
975$258.3K0.1%ETFVery LowHighland, IL2026-10-14
Destiny Capital Corp
952$252.2K0.1%ETFVery LowDenver, CO2026-11-03
Hurley Capital, LLC
937$248.2K0.1%GARPMediumNew York, NY2026-11-05
Dutch Asset Corp
927$245.6K0.1%GrowthMediumSelkirk, NY2026-10-20
Athena Wealth Management, LLC
919$243.5K0.2%GARPMediumReno, NV2026-10-09
Tannin Capital LLC
911$241.3K0.2%CoreMediumCharlotte, NC2026-11-05
Simon Quick Advisors, LLC
907$240.2K0.0%ETFLowMorristown, NJ2026-10-26
Verus Capital Partners, LLC
906$240.0K0.0%GrowthLowScottsdale, AZ2026-11-03
Pathway Financial Advisors LLC
896$237.4K0.0%ETFLowSouth Burlington, VT2026-10-07
Novem Group
893$236.5K0.0%ETFMediumRochester, NY2026-10-19
Planned Solutions, Inc.
890$235.8K0.1%ETFLowFolsom, CA2026-10-19
Selective Wealth Management, Inc.
890$230.2K0.1%ETFLowForest, VA2026-10-16
GGM Financial LLC
890$235.8K0.1%ETFMediumColumbus, OH2026-11-05
Cherry Tree Wealth Management, LLC
889$235.5K0.0%ETFVery LowMinnetonka, MN2026-10-15
Fonville Wealth Management LLC
880$233.1K0.0%ETFVery LowRichmond, VA2026-10-28
Journey Advisory Group, LLC
870$230.5K0.0%CoreMediumCovington, KY2026-11-04
FF Advisors,LLC
867$229.7K0.1%ETFLowManhattan Beach, CA2026-10-21
Arlington Capital Management Inc
863$228.6K0.1%GARPHighArlington Heights, IL2026-10-30
Independent Wealth Network Inc.
856$226.8K0.1%ETFMediumUrbandale, IA2026-10-19
Invera Wealth Advisors, LLC
850$225.2K0.1%GrowthMediumBend, OR2026-10-28
United Asset Strategies, Inc.
850$225.2K0.0%GrowthLowGarden City, NY2026-10-28
Pinnacle Wealth Management Advisory Group, LLC
847$224.4K0.0%GrowthLowRed Bank, NJ2026-10-23
Flynn Zito Capital Management, LLC
844$223.6K0.1%ETFLowGarden City, NY2026-11-04
First County Bank
841$222.8K0.1%GrowthLowStamford, CT2026-10-13
Eagle Harbor Asset Management Inc
838$222.0K0.2%GARPLowSeattle, WA2026-10-21
Global Assets Advisory, LLC
837$227.0K0.1%GrowthHighOrlando, FL2026-10-28
Gilbert Capital Group, Inc.
834$220.9K0.2%ETFHighNorth Yarmouth, ME2026-10-28
SYM Financial Corp
833$220.7K0.0%ETFVery LowWinona Lake, IN2026-10-26
Palacios Wealth Management, LLC
831$220.1K0.1%Agg GrowthVery LowOrmond Beach, FL2026-11-04
Peachtree Investment Partners, LLC
829$219.5K0.1%MomentumLowIndian River Shores,, FL2026-11-05
Hartford Financial Management Inc.
823$218.0K0.0%CoreLowWest Hartford, CT2026-10-21
Nadler Financial Group, Inc.
820$217.2K0.0%ETFVery LowDeerfield, IL2026-10-23
Hutchens & Kramer Investment Management Group, LLC
818$216.7K0.1%ETFLowIndianapolis, IN2026-10-16
Chemistry Wealth Management LLC
818$216.7K0.0%CoreLowNew York, NY2026-10-16
Cornell Pochily Investment Advisors, Inc.
816$216.2K0.1%CoreLowIthaca, NY2026-10-19
Sima Wealth Partners, LLC
816$216.2K0.2%ETFVery LowRichmond, VA2026-10-19
Richardson Capital Management LLC
815$215.9K0.1%ETFLowMenomonee Falls, WI2026-10-23
Total Investment Management Inc
812$215.1K0.0%ETFLowScottsdale, AZ2026-10-22
Wealth Group Ltd
812$219.0K0.0%ETFLowEden Prairie, MN2026-10-07
Private Wealth Partners, LLC
810$214.6K0.0%GrowthLowMill Valley, CA2026-10-22
Bank Pictet & Cie (Europe) AG
800$211.9K0.0%GrowthLowFrankfurt Am Main, Hong Kong2026-10-20
Welch & Forbes LLC
800$211.9K0.0%CoreVery LowBoston, MA2026-11-04
AMG National Trust Bank
800$211.9K0.0%ETFLowGreenwood Village, CO2026-11-05
Legacy Advisors, LLC
800$211.9K0.0%ETFLowPlymouth Meeting, PA2026-10-19
Praetorian Wealth Management, Inc.
800$211.9K0.0%ETFVery LowCarmel, CA2026-10-16
True Private Wealth Advisors
777$205.8K0.0%ETFMediumSalem, OR2026-10-19
RFG Holdings, Inc.
773$204.8K0.0%ETFLowArgyle, TX2026-10-30
Hudson Capital Management LLC
772$204.5K0.1%ValueLowRamsey, NJ2026-10-20
Hurlow Wealth Management Group, Inc.
756$200.3K0.0%ETFVery LowBloomington, IN2026-10-29
River Street Advisors LLC
742$196.6K0.1%CoreLowAurora, IL2026-10-22
Physician Wealth Advisors, Inc.
741$196.4K0.0%ETFMediumMidvale, UT2026-10-20
Caldwell Trust Co
733$194.2K0.0%GrowthLowVenice, FL2026-10-30
TrustBank
700$185.4K0.1%ETFVery LowOlney, IL2026-10-20
Transce3nd, LLC
666$171.2K0.2%GrowthLowBuda, TX2026-10-26
Provident Wealth Management, LLC
666$176.4K0.1%ETFVery LowBrentwood, TN2026-10-20
Buck Wealth Strategies, LLC
657$174.0K0.0%ValueMediumDenver, CO2026-10-28
American National Bank & Trust
655$173.5K0.0%CoreVery LowWichita Falls, TX2026-10-07
Adirondack Trust Co
654$173.2K0.1%GrowthLowSaratoga Springs, NY2026-10-14
Cape Investment Advisory, Inc.
624$165.3K0.0%ETFLowMcdonough, GA2026-10-13
Townsend Asset Management Corp
615$162.9K0.1%CoreLowRaleigh, NC2026-10-29
Burkett Financial Services, LLC
605$160.3K0.0%ETFLowRock Hill, SC2026-10-01
MTM Investment Management, LLC
600$158.9K0.0%CoreVery LowSpartanburg, SC2026-10-30
Align Financial, LLC
600$158.9K0.1%ETFVery LowHermantown, MN2026-10-16
Davis Capital Management
563$149.1K0.1%CoreLowJacksonville, FL2026-10-08
Elevate Wealth Advisory, Inc
545$144.4K0.1%ETFVery LowAthens, GA2026-10-29
CKW Financial Group
540$1440.0%ETFVery LowHonolulu, HI2026-10-29
Nfsg Corp
510$135.1K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Newton One Investments LLC
479$126.8K0.0%ETFVery LowNewark, DE2026-10-14
MeadowBrook Investment Advisors LLC
465$115.8K0.1%CoreLowLivonia, MI2026-10-29
Morton Brown Family Wealth, LLC
452$119.7K0.0%ETFVery LowAllentown, PA2026-10-23
Heritage Family Offices, LLP
445$117.9K0.0%GrowthHighScottsdale, AZ2026-11-02
Glass Jacobson Investment Advisors llc
435$115.1K0.0%ETFLowOwings Mills, MD2026-10-26
Goodman Advisory Group, LLC
408$108.1K0.0%GrowthHighNeedham, MA2026-11-02
West Paces Advisors Inc.
400$106.0K0.0%ETFLowAtlanta, GA2026-10-13
Biltmore Family Office, LLC
400$106.0K0.0%GrowthLowCharlotte, NC2026-11-03
First Community Trust NA
400$106.0K0.0%GrowthLowDubuque, IA2026-10-07
BankChampaign, National Association
400$106.0K0.1%GrowthMediumChampaign, IL2026-10-19
Hamilton Point Investment Advisors, LLC
386$102.3K0.0%CoreLowChapel Hill, NC2026-11-03
Nova Financial LLC
371$98.3K0.0%N/AN/ATucson, AZ2026-11-04
Bokf, NA
364$96.4K0.0%CoreLowTulsa, OK2026-10-27
Financial Network Wealth Advisors LLC
361$95.6K0.1%ETFLowMurray, UT2026-10-28
Beacon Investment Advisory Services, Inc.
352$93.2K0.0%GrowthLowMorristown, NJ2026-10-13
Cordgrass Capital Advisors, LLC
344$91.1K0.0%CoreLowRaleigh, NC2026-10-30
GHP Investment Advisors, Inc.
335$88.7K0.0%CoreVery LowDenver, CO2026-10-15
Realta Investment Advisors
322$85.3K0.0%GrowthMediumWilmington, DE2026-10-14
Turtle Creek Wealth Advisors, LLC
308$81.6K0.0%GrowthLowDallas, TX2026-10-15
Lodestone Wealth Management LLC
294$77.9K0.0%CoreLowSpokane, WA2026-10-14
Bay Harbor Wealth Management, LLC
291$77.2K0.0%ETFMediumHunt Valley, MD2026-11-03
Clark Wealth Partners
284$75.2K0.0%ETFVery LowO'Fallon, IL2026-10-19
Lloyd Advisory Services, Llc.
279$73.9K0.0%ETFVery HighSuwanee, GA2026-11-02
Team Financial Group, LLC
254$67.4K0.0%ETFLowTemecula, CA2026-10-30
GoalVest Advisory LLC
250$66.2K0.0%ETFMediumNew York, NY2026-10-02
SJS Investment Consulting Inc.
235$62.3K0.0%ETFVery LowSylvania, OH2026-10-26
Highline Wealth Partners LLC
235$62.3K0.0%ETFMediumSherman Oaks, CA2026-10-19
Grove Bank & Trust
218$57.7K0.0%ETFLowMiami, FL2026-10-08
Pinnacle Wealth Planning Services, Inc.
217$57.5K0.0%GARPLowMansfield, OH2026-10-27
Financial Consulate, Inc
207$54.8K0.0%ETFLowHunt Valley, MD2026-10-23
Beacon Financial Strategies Corp
205$54.3K0.0%ETFVery LowRaleigh, NC2026-10-14
Hoey Investments, Inc
190$50.3K0.0%Agg GrowthLowCoatesville, PA2026-10-29
Citizens National Bank Trust Department
170$45.0K0.0%CoreVery LowMeridian, MS2026-11-04
Kingdom Financial Group Llc.
160$42.4K0.0%ETFMediumPeoria, AZ2026-11-04
Bangor Savings Bank
158$41.9K0.0%ETFLowBangor, ME2026-10-06
Harbor Asset Planning, Inc.
156$41.4K0.0%ETFVery LowBelmont, MA2026-10-23
Tompkins Financial Corp
152$40.3K0.0%CoreLowIthaca, NY2026-10-05
Global Trust Asset Management, LLC
150$39.7K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Bell Investment Advisors, Inc
143$37.9K0.0%ETFVery LowOrinda, CA2026-10-29
Triumph Capital Management
143$38.0K0.0%ETFMediumDenver, CO2026-10-14
Sofi Wealth, LLC
143$37.8K0.0%ETFVery LowSan Francisco, CA2026-10-27
Activest Wealth Management
140$37.1K0.0%ETFLowAventura, FL2026-10-15
Bank Julius Baer & Co. Ltd, Zurich
136$35.8K0.0%GrowthMediumZurich, Switzerland2026-10-29
Monetary Solutions, Ltd
130$34.4K0.0%ETFVery LowDayton, OH2026-10-22
Woodard & Co Asset Management Group Inc
129$34.1K0.0%ETFMediumBermuda Run, NC2026-11-03
Pinnacle Bancorp, Inc.
121$32.1K0.0%CoreVery LowBeatrice, NE2026-10-21
EPG Wealth Management LLC
119$31.5K0.0%GrowthLowAtlanta, GA2026-11-03
WestEnd Advisors, LLC
116$30.7K0.0%ETFMediumCharlotte, NC2026-10-27
Go Invest LLC
113$30.0K0.0%ETFN/AWest Jordan, UT2026-10-09
Rosenberg Matthew Hamilton
95$25.2K0.0%ETFVery LowGrand Junction, CO2026-10-05
Armor Investment Advisors, LLC
92$24.4K0.0%ETFLowRaleigh, NC2026-10-27
Country Trust Bank
90$23.8K0.0%GrowthLowBloomington, IL2026-10-30
Thompson Investment Management, Inc.
82$21.7K0.0%ValueMediumMadison, WI2026-10-14
Elevated Capital Advisors, LLC
77$20.4K0.0%ETFMediumSandy, UT2026-11-04
Joseph Group Capital Management
75$19.9K0.0%ETFLowColumbus, OH2026-11-04
NorthAvenue LLC
67$17.8K0.0%ETFVery LowColumbus, OH2026-10-29
Archer Investment Corp
62$16.5K0.0%CoreMediumCarmel, IN2026-11-05
West Branch Capital LLC
60$15.9K0.0%GrowthVery LowAmherst, MA2026-10-20
Trust Co of Vermont
59$15.6K0.0%CoreVery LowBrattleboro, VT2026-10-21
Birch Financial Group, LLC
55$14.5K0.0%CoreLowKeene, NH2026-10-27
City Holding Co
50$13.2K0.0%CoreLowCharleston, WV2026-10-19
Investors Research Corp
46$12.2K0.0%ETFLowAtlanta, GA2026-10-07
Elevation Wealth Partners, LLC
45$11.9K0.0%ETFLowWalnut Creek, CA2026-10-07
Albion Financial Group
39$10.3K0.0%GrowthLowSalt Lake City, UT2026-10-21
IFS Advisors, LLC
37$9.8K0.0%ETFLowOverland Park, KS2026-10-14
NBT Bank, N.A.
36$9.5K0.0%CoreLowNorwich, NY2026-10-21
Signature Equity Partners, LLC
33$8.7K0.0%GrowthMediumColumbus, OH2026-10-29
Abound Wealth Management
25$6.6K0.0%ETFVery LowFranklin, TN2026-10-26
Advocate Investing Services LLC
23$6.1K0.0%ETFLowWoodbine, MD2026-10-26
Hanson & Doremus Investment Management
22$60.0%CoreVery LowBurlington, VT2026-10-16
Raleigh Capital Management Inc.
21$5.6K0.0%CoreMediumCary, NC2026-10-28
Strategic Advocates LLC
19$5.0K0.0%GrowthLowSacramento, CA2026-11-03
Roxbury Financial LLC
19$5.0K0.0%CoreVery LowMount Arlington, NJ2026-10-01
Creative Capital Management Investments LLC
17$4.5K0.0%ETFLowSan Diego, CA2026-10-28
Vima LLC
16$4.2K0.0%CoreLowTroy, MI2026-10-23
Chapman Financial Group, LLC
13$3.4K0.0%CoreVery LowHonolulu, HI2026-10-26
Wilmington Savings Fund Society, FSB
13$3.4K0.0%CoreLowWilmington, DE2026-10-23
GK Wealth Management LLC
10$2.7K0.0%GARPVery HighReno, NV2026-10-09
Indiana Trust & Investment Management Co
9$2.4K0.0%GrowthLowMishawaka, IN2026-10-22
Alta Capital Management LLC/
8$2.1K0.0%GrowthMediumSalt Lake City, UT2026-10-26
Toth Financial Advisory Corp
8$2.1K0.0%CoreLowLeesburg, VA2026-10-08
Oakworth Capital, Inc.
7$1.9K0.0%ETFLowBirmingham, AL2026-10-26
Costello Asset Management, Inc
7$1.9K0.0%CoreLowFeasterville, PA2026-10-30
First Horizon Corp
7$1.9K0.0%CoreLowMemphis, TN2026-10-26
United Financial Planning Group LLC
4$1.1K0.0%ETFHighHauppauge, NY2026-11-04
Dhjj Financial Advisors, Ltd.
4$1.1K0.0%ETFVery LowNaperville, IL2026-10-23
Valley National Advisers Inc
4$1.1K0.0%ETFLowBethlehem, PA2026-10-23
Viewpoint Capital Management LLC
2$5300.0%CoreVery LowSeattle, WA2026-10-27