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Ishares S&P Small-Cap 600 VA (IJS)

CUSIP: 464287879 | NYSE | 2121 institutional holders

Quarters

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

Prime Capital Investment Advisors, LLC734,699
0.9% of portfolio›$94.1M
Modera Wealth Management, LLC687,879
0.9% of portfolio›$88.1M
Commonwealth Equity Services, LLC392,673
0.1% of portfolio›$50.3M
Regions Financial Corp327,743
0.3% of portfolio›$42.0M
Bailard, Inc.262,114
0.7% of portfolio›$33.6M
Heartwood Wealth Advisors LLC246,003
2.5% of portfolio›$31.5M
AlphaCore Capital LLC212,058
0.4% of portfolio›$27.2M
GHP Investment Advisors, Inc.193,222
0.9% of portfolio›$24.8M
Kestra Private Wealth Services, LLC188,627
0.3% of portfolio›$24.2M
Probity Advisors, Inc.168,701
3.1% of portfolio›$21.6M
Creative Planning163,931
0.0% of portfolio›$21.0M
Cambridge Investment Research Advisors, Inc.137,256
0.0% of portfolio›$17.6K
Keybank National Association136,721
0.1% of portfolio›$17.5M
Ellis Investment Partners, LLC132,569
2.5% of portfolio›$17.0M
Wealth Enhancement Advisory Services, LLC123,273
0.0% of portfolio›$9.2M
Truist Financial Corp121,107
0.0% of portfolio›$15.5M
Lido Advisors, LLC120,407
0.0% of portfolio›$15.4M
Wealth Architects, LLC107,808
1.1% of portfolio›$13.8M
Farther Finance Advisors, LLC101,480
0.1% of portfolio›$13.0M
Prospera Financial Services Inc87,300
0.1% of portfolio›$11.6M
Home Federal Bank of Tennessee81,580
2.2% of portfolio›$10.5M
Lake Street Private Wealth, LLC80,874
1.1% of portfolio›$10.4M
Chicago Partners Investment Group LLC79,338
0.2% of portfolio›$10.4M
Cordatus Wealth Management LLC78,907
2.2% of portfolio›$10.1M
Cassaday & Co Wealth Management LLC77,321
0.2% of portfolio›$9.9M
Evanson Financial, LLC76,527
0.5% of portfolio›$9.8M
Concurrent Investment Advisors, LLC74,541
0.1% of portfolio›$9.5M
RTD Financial Advisors, Inc.74,269
1.0% of portfolio›$9.5M
Capital Advisors, Ltd. LLC71,998
0.0% of portfolio›$9.2K
Bokf, NA71,045
0.1% of portfolio›$9.1M
Sterling Financial Planning, Inc.70,802
2.5% of portfolio›$9.1M
JFS Wealth Advisors, LLC69,671
0.5% of portfolio›$8.9M
Occidental Asset Management, LLC68,971
0.8% of portfolio›$8.8M
Councilor Wealth, LLC64,852
3.4% of portfolio›$8.3M
SAX Wealth Advisors, LLC63,796
0.2% of portfolio›$8.2M
Ifrah Financial Services, Inc.63,542
2.1% of portfolio›$8.1M
Phillips Financial Management, LLC61,230
0.6% of portfolio›$7.8M
One Day In July LLC61,084
0.5% of portfolio›$7.8M
Independence Financial Advisors, LLC58,951
1.9% of portfolio›$7.6M
Sigma Planning Corp57,119
0.2% of portfolio›$7.3M
Tabr Capital Management, LLC56,904
5.3% of portfolio›$7.3M
Sowell Financial Services LLC54,928
0.2% of portfolio›$7.0M
Crescent Grove Advisors, LLC53,888
0.6% of portfolio›$6.9M
Mission Wealth Management, LP53,422
0.1% of portfolio›$6.8M
NorthCrest Asset Manangement, LLC52,157
0.2% of portfolio›$6.8M
Ironwood Financial, llc51,820
1.0% of portfolio›$6.6M
Rodgers & Associates, LTD51,701
0.6% of portfolio›$6.6M
MMA Asset Management LLC50,386
2.0% of portfolio›$6.5M
Inspire Trust Co, N.A.50,000
0.8% of portfolio›$6.4M
Gerald Baker Financial Group LLC49,991
1.8% of portfolio›$6.4M
Pinkerton Wealth, LLC49,809
1.0% of portfolio›$6.4M
First County Bank49,716
2.9% of portfolio›$6.4M
True Freedom Investing, LLC49,665
1.0% of portfolio›$6.4M
Sapient Capital LLC49,646
0.1% of portfolio›$6.4M
Sonata Capital Group Inc48,015
2.0% of portfolio›$6.2M
First Heartland Consultants, Inc.47,748
0.4% of portfolio›$6.1M
IFP Advisors, Inc46,535
0.1% of portfolio›$6.0M
Pittenger & Anderson Inc45,700
0.2% of portfolio›$5.9M
Vise Technologies, Inc.45,700
0.0% of portfolio›$5.9M
Parallel Advisors, LLC45,002
0.1% of portfolio›$5.8M
Independent Financial Group, LLC43,302
0.1% of portfolio›$5.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management43,034
0.1% of portfolio›$5.5M
Allspring Global Investments Holdings, LLC42,686
0.0% of portfolio›$5.5M
Eley Financial Management, Inc42,458
1.8% of portfolio›$5.4M
Wilmington Savings Fund Society, FSB42,362
0.1% of portfolio›$5.4M
Graves Light Lenhart Wealth, Inc.41,438
0.5% of portfolio›$5.3M
BKM Wealth Management, LLC41,405
1.7% of portfolio›$5.3M
Burns J W & Co Inc41,069
0.5% of portfolio›$5.3M
Asset Dedication, LLC41,052
0.3% of portfolio›$5.3M
Veratis Advisors, Inc.40,790
4.0% of portfolio›$5.2M
First Citizens Financial Corp39,701
2.1% of portfolio›$5.1M
Salomon & Ludwin, LLC39,371
0.4% of portfolio›$5.0M
Clayton Financial Group LLC39,297
2.6% of portfolio›$5.0M
Salus Financial Advisors, LLC39,228
2.4% of portfolio›$5.0M
DT Investment Partners, LLC38,530
0.4% of portfolio›$4.9M
Kestra Advisory Services, LLC37,991
0.0% of portfolio›$4.9M
HB Wealth Management, LLC35,285
0.0% of portfolio›$4.5M
LTG Capital LLC34,133
3.0% of portfolio›$4.4M
Access Investment Management LLC33,549
1.0% of portfolio›$4.3M
Liberty Capital Management, Inc.33,075
0.7% of portfolio›$4.2M
Greenleaf Trust32,845
0.0% of portfolio›$4.2M
Ashton Thomas Private Wealth, LLC32,393
0.1% of portfolio›$4.1M
Cambridge Financial Group, LLC31,516
1.4% of portfolio›$4.3M
Avior Wealth Management, LLC31,105
0.1% of portfolio›$4.0M
Courier Capital LLC30,255
0.2% of portfolio›$3.9M
1834 Investment Advisors Co29,108
0.4% of portfolio›$3.7M
Apella Capital, LLC28,839
0.0% of portfolio›$3.7M
Evensky & Katz LLC28,149
0.0% of portfolio›$3.6K
Baring Financial LLC27,993
1.9% of portfolio›$3.6M
InvesTrust27,311
1.4% of portfolio›$3.5M
Birch Hill Investment Advisors LLC27,016
0.1% of portfolio›$3.5M
Neumann Capital Management, LLC26,885
0.9% of portfolio›$3.4M
Ullmann Wealth Partners Group, LLC26,590
0.3% of portfolio›$3.4M
LifeSteps Financial, Inc.26,581
1.6% of portfolio›$3.4M
McKinley Carter Wealth Services, Inc.26,518
0.2% of portfolio›$3.4M
Mather Group, Llc.26,453
0.0% of portfolio›$3.4M
Oxler Private Wealth LLC25,206
0.9% of portfolio›$3.2M
Abacus Planning Group, Inc.24,922
0.4% of portfolio›$3.2M
Columbia Bank24,371
0.7% of portfolio›$3.1M
Avidian Wealth Enterprises, LLC24,090
0.1% of portfolio›$3.1M
MSH Capital Advisors LLC23,635
0.5% of portfolio›$3.0M
Pinnacle Associates LTD22,336
0.0% of portfolio›$2.9M
ARK & TLK Investments, LLC22,136
0.7% of portfolio›$2.8M
Midwest Trust Co22,027
0.0% of portfolio›$2.8M
Triangle Securities Wealth Management21,147
0.5% of portfolio›$2.7M
USA Financial Formulas21,028
0.5% of portfolio›$2.7M
St. Louis Trust Co19,949
0.3% of portfolio›$2.6M
Capital Squared Financial LLC19,800
1.6% of portfolio›$2.5M
Associated Banc-Corp19,725
0.1% of portfolio›$2.5M
Quadcap Wealth Management, LLC19,564
0.2% of portfolio›$2.5M
LMG Wealth Partners, LLC19,196
0.4% of portfolio›$2.5M
Glass Jacobson Investment Advisors llc19,019
0.7% of portfolio›$2.4M
AtlasMark Financial, Inc18,844
1.2% of portfolio›$2.4M
Ramiah Investment Group18,160
1.8% of portfolio›$2.3M
Strategic Blueprint, LLC18,088
0.1% of portfolio›$2.3M
Taylor Financial Group, Inc.17,986
1.3% of portfolio›$2.3M
Hurley Capital, LLC17,941
1.1% of portfolio›$2.3M
Fortress Financial Group, LLC17,236
1.1% of portfolio›$2.2M
Lifestyle Asset Management, Inc.17,171
0.5% of portfolio›$2.2M
City Holding Co17,000
0.2% of portfolio›$2.2M
First Merchants Corp16,957
0.1% of portfolio›$2.2M
Choreo, LLC16,668
0.0% of portfolio›$2.1M
PKS Advisory Services, LLC16,230
0.4% of portfolio›$2.2M
Soltis Investment Advisors LLC15,154
0.1% of portfolio›$1.9M
Lee, Kelleher & Klein Wealth Management14,743
1.0% of portfolio›$1.9M
AGF Management LTD14,400
0.0% of portfolio›$1.8M
Summit Financial Consulting LLC14,199
1.3% of portfolio›$1.8M
Carlton Hofferkamp & Jenks Wealth Management, LLC13,952
0.6% of portfolio›$1.8M
SigFig Wealth Management, LLC13,186
0.0% of portfolio›$1.7M
Physician Wealth Advisors, Inc.13,182
0.2% of portfolio›$1.7M
Cranbrook Wealth Management, LLC13,149
0.3% of portfolio›$1.7M
Intergy Private Wealth, LLC12,961
0.4% of portfolio›$1.7M
PW Nova Financial Services LLC12,838
0.3% of portfolio›$1.6M
Elevation Wealth Partners, LLC12,174
0.4% of portfolio›$1.6M
Pinnacle Wealth Management Advisory Group, LLC11,972
0.1% of portfolio›$1.5M
Hudson Oak Wealth Advisory LLC11,693
1.2% of portfolio›$1.5M
M Holdings Securities, Inc.11,498
0.6% of portfolio›$1.5M
Simon Quick Advisors, LLC11,414
0.1% of portfolio›$1.5M
First Hawaiian Bank10,866
0.2% of portfolio›$1.4M
MCF Advisors LLC10,766
0.0% of portfolio›$1.4M
Versant Capital Management, Inc10,686
0.1% of portfolio›$1.4M
Thompson Investment Management, Inc.10,279
0.2% of portfolio›$1.3M
3Chopt Investment Partners, LLC10,045
0.2% of portfolio›$1.3M
Hazlett, Burt & Watson, Inc.9,970
0.6% of portfolio›$966.3K
American National Bank & Trust9,800
0.1% of portfolio›$1.3M
Marin Bay Wealth Advisors, LLC9,800
0.7% of portfolio›$1.3M
Bangor Savings Bank9,799
0.1% of portfolio›$1.3M
Squire Investment Management Company, LLC9,761
0.3% of portfolio›$1.3M
Tompkins Financial Corp9,690
0.1% of portfolio›$1.2M
GFS Advisors, LLC9,404
0.1% of portfolio›$1.2M
Crestwood Advisors Group, LLC9,355
0.0% of portfolio›$1.2M
Willow Creek Wealth Management Inc.9,333
0.1% of portfolio›$1.2M
Christensen, King & Associates Investment Services, Inc.9,298
0.4% of portfolio›$1.2M
Wesbanco Bank Inc9,267
0.0% of portfolio›$1.2M
Buck Wealth Strategies, LLC9,109
0.1% of portfolio›$1.2M
Citizens Financial Group Inc9,096
0.0% of portfolio›$1.2M
Claro Advisors Inc.9,096
0.1% of portfolio›$1.2M
Citigroup Inc8,970
0.0% of portfolio›$1.1M
Powerhouse Assets LLC8,807
0.9% of portfolio›$1.1M
OpenArc Corporate Advisory, LLC8,720
0.0% of portfolio›$1.1M
Vaughan & Co Securities, Inc.8,581
0.5% of portfolio›$1.1M
Wealth Management Partners, LLC8,399
0.3% of portfolio›$1.1M
TD Private Client Wealth LLC8,378
0.0% of portfolio›$1.1M
Patriot Investment Management Group, Inc.8,117
0.1% of portfolio›$1.0M
Dumont & Blake Investment Advisors LLC7,991
0.3% of portfolio›$1.0M
High Net Worth Advisory Group LLC7,900
0.2% of portfolio›$1.0M
Schneider Downs Wealth Management Advisors, LP7,872
0.1% of portfolio›$1.0M
Brighton Jones LLC7,596
0.0% of portfolio›$973.0K
Wedmont Private Capital7,530
0.0% of portfolio›$975.9K
Apollon Wealth Management, LLC7,470
0.0% of portfolio›$956.9K
Financial Partners Group, Inc7,402
0.1% of portfolio›$948.1K
Valpey Financial Services, LLC7,297
0.6% of portfolio›$934.7K
Keenan, LLC7,241
0.6% of portfolio›$927.5K
Atria Investments, Inc7,225
0.0% of portfolio›$925.5K
Parkside Financial Bank & Trust7,171
0.1% of portfolio›$918.6K
Diversified Management Inc6,933
0.2% of portfolio›$888.1K
Newton One Investments LLC6,898
0.2% of portfolio›$883.6K
Quarry Hill Advisors, LLC6,890
0.3% of portfolio›$882.6K
Carolina Wealth Management Inc6,687
0.4% of portfolio›$856.6K
Patton Albertson Miller Group, LLC6,614
0.1% of portfolio›$847.3K
Allstreet Capital Advisors LLC6,547
0.6% of portfolio›$838.7K
Sherman Wealth Management LLC6,543
0.6% of portfolio›$838.1K
Sprinkle Financial Consultants LLC6,498
0.3% of portfolio›$832.4K
Harbor Investment Advisory, LLC6,473
0.1% of portfolio›$829.2K
Robertson Stephens Wealth Management, LLC6,395
0.0% of portfolio›$819.2K
Mystic Asset Management, Inc.6,345
0.2% of portfolio›$812.8K
Fifth Third Wealth Advisors LLC6,311
0.0% of portfolio›$808.4K
Kendall Capital Management6,271
0.1% of portfolio›$803.3K
Cyndeo Wealth Partners, LLC6,246
0.0% of portfolio›$800.1K
TrinityBridge Ltd6,201
0.0% of portfolio›$794
Oppenheimer & Co Inc6,138
0.0% of portfolio›$786.3K
Center for Financial Planning, Inc.6,102
0.1% of portfolio›$781.7K
Power Wealth Management LLC6,050
0.3% of portfolio›$775.0K
Crusonia Wealth Advisors LLC5,982
0.1% of portfolio›$766.3K
Greenspring Advisors, LLC5,938
0.0% of portfolio›$760.6K
Spire Wealth Management5,929
0.0% of portfolio›$759.5K
PUREfi Wealth, LLC5,800
0.3% of portfolio›$743.0K
Busey Bank5,739
0.0% of portfolio›$735.2K
Serenity Investment Advisors5,651
0.3% of portfolio›$723.9K
Old National Bancorp5,603
0.0% of portfolio›$717.7K
Sachem Hill LLC5,595
0.1% of portfolio›$716.7K
Creative Financial Designs Inc5,563
0.0% of portfolio›$712.6K
Sage Financial Group Inc5,527
0.0% of portfolio›$708.0K
Alpine Bank Wealth Management5,500
0.1% of portfolio›$704.6K
Kingswood Wealth Advisors, LLC5,499
0.0% of portfolio›$704.5K
Meredith Wealth Planning5,468
0.2% of portfolio›$700.5K
Vestia Personal Wealth Advisors5,341
0.3% of portfolio›$684.6K
Finley Financial, LLC5,340
0.3% of portfolio›$689.9K
D.A. Davidson & Co.5,330
0.0% of portfolio›$682.9K
Hubbell Strickland Wealth Management, LLC5,314
0.2% of portfolio›$680.8K
Tactive Advisors, LLC5,272
0.2% of portfolio›$675.3K
Northwest Wealth Management, LLC5,245
0.1% of portfolio›$671.8K
AWM Capital, LLC5,073
0.0% of portfolio›$649.9K
Destiny Capital Corp5,072
0.3% of portfolio›$649.8K
Cornerstone Wealth Management, LLC5,067
0.0% of portfolio›$649.1K
NorthLanding Financial Partners, LLC5,063
0.5% of portfolio›$648.5K
Fifth Third Securities, Inc.5,042
0.0% of portfolio›$645.9K
Plante Moran Financial Advisors, LLC4,987
0.0% of portfolio›$638.8K
Tcfg Investment Advisors, LLC4,903
0.2% of portfolio›$632.2K
Founders Grove Wealth Partners, LLC4,898
0.1% of portfolio›$627.4K
Equitable Trust Co4,896
0.0% of portfolio›$627.2K
Jnba Financial Advisors4,885
0.0% of portfolio›$625.7K
Market Street Wealth Management Advisors LLC4,882
0.1% of portfolio›$625.4K
Wagner Wealth Management, Corp4,871
0.5% of portfolio›$624.0K
Goelzer Investment Management, Inc.4,780
0.0% of portfolio›$612.3K
Cypress Financial Planning LLC4,762
0.2% of portfolio›$610.0K
First Horizon Corp4,720
0.0% of portfolio›$604.6K
Breakwater Capital Group4,704
0.1% of portfolio›$602.6K
JSF Financial, LLC4,675
0.1% of portfolio›$598.9K
Richwood Investment Advisors, LLC4,575
0.4% of portfolio›$586.1K
Cottage Street Advisors LLC4,513
0.2% of portfolio›$578.1K
Cambridge Capital Management, LLC4,428
0.2% of portfolio›$567.2K
Uptown Financial Advisors LLC4,371
0.4% of portfolio›$559.9K
First Financial Bank - Trust Division4,336
0.0% of portfolio›$555.4K
Barrett & Company, Inc.4,335
0.2% of portfolio›$555.3K
Focus Financial Network, Inc.4,285
0.0% of portfolio›$548.9K
Key FInancial Inc4,280
0.1% of portfolio›$548.3K
SkyOak Wealth, LLC4,136
0.1% of portfolio›$529.8K
Woodward Financial Advisors, Inc.4,116
0.2% of portfolio›$527.3K
Frankly Finances, LLC4,089
0.4% of portfolio›$523.8K
Penobscot Wealth Management4,021
0.1% of portfolio›$515.1K
Valley National Advisers Inc3,962
0.1% of portfolio›$507.5K
Trail Ridge Investment Advisors, LLC3,949
0.2% of portfolio›$505.9K
Summit Financial Wealth Advisors, LLC3,914
0.1% of portfolio›$501.4K
Breachway Investments LLC3,872
0.8% of portfolio›$496.0K
Certuity, LLC3,839
0.0% of portfolio›$491.8K
McGlone Suttner Wealth Management, Inc.3,806
0.1% of portfolio›$487.5K
Bfsg, LLC3,725
0.0% of portfolio›$477.2K
LJI Wealth Management, LLC3,718
0.1% of portfolio›$476.2K
Venture Visionary Partners LLC3,707
0.0% of portfolio›$474.9K
Maple Capital Management, Inc.3,695
0.0% of portfolio›$473.3K
Retirement Planning Co of New England, Inc.3,660
0.2% of portfolio›$468.8K
Sage Capital Management, LLC3,619
0.2% of portfolio›$464.0K
Focused Alpha, LLC3,613
0.1% of portfolio›$462.8K
Brown Miller Wealth Management, LLC3,575
0.1% of portfolio›$458.0K
Conning Inc.3,559
0.0% of portfolio›$455.9K
Grimes & Co Wealth Management, LLC3,480
0.0% of portfolio›$445.8K
Altiora Financial Group, LLC3,469
0.1% of portfolio›$444.4K
Davenport & Co LLC3,452
0.0% of portfolio›$442.2K
Atwater Malick LLC3,392
0.1% of portfolio›$434.5K
Blue Trust, Inc.3,345
0.0% of portfolio›$428.5K
Kohmann Bosshard Financial Services, LLC3,325
0.0% of portfolio›$425.8K
TrueWealth Advisors, LLC3,294
0.1% of portfolio›$422.0K
Signature Estate & Investment Advisors LLC3,273
0.0% of portfolio›$419.2K
GW Henssler & Associates LTD3,253
0.0% of portfolio›$416.7K
Shoker Investment Counsel, Inc.3,246
0.1% of portfolio›$415.8K
Montecito Bank & Trust3,225
0.1% of portfolio›$413.1K
Roberts Financial Services LLC3,222
0.1% of portfolio›$412.8K
Advisory Solutions Group, LLC3,162
0.1% of portfolio›$405.1K
SYM Financial Corp3,096
0.0% of portfolio›$396.6K
Summit Global Investments3,085
0.0% of portfolio›$395
Brookstone Capital Management3,060
0.0% of portfolio›$392.0K
Gibbs Wealth Management3,030
0.0% of portfolio›$388.1K
Genesis Private Wealth, LLC3,016
0.1% of portfolio›$386.4K
Blackston Financial Advisory Group, LLC2,995
0.2% of portfolio›$383.7K
Valley Wealth Managers, Inc.2,971
0.0% of portfolio›$380.6K
Smith Salley Wealth Management2,960
0.0% of portfolio›$379.2K
Fulton Bank, N.A.2,958
0.0% of portfolio›$378.9K
Wealth Dimensions Group, Ltd.2,950
0.1% of portfolio›$377.8K
Pension & Wealth Management Advisors, Inc.2,917
0.1% of portfolio›$373.7K
Park Avenue Securities LLC2,914
0.0% of portfolio›$373
Pinnacle Financial Group, LLC / IL2,881
0.1% of portfolio›$369.1K
Dynamic Advisor Solutions LLC2,867
0.0% of portfolio›$367.3K
Confluence Wealth Services, Inc.2,825
0.0% of portfolio›$361.8K
AdvisorNet Financial, Inc2,821
0.0% of portfolio›$360.5K
Daymark Wealth Partners, LLC2,800
0.0% of portfolio›$358.7K
Renasant Bank2,750
0.2% of portfolio›$352.3K
Dynamic Financial Group2,748
0.3% of portfolio›$352.0K
Willner & Heller, LLC2,741
0.2% of portfolio›$351.2K
Silverlake Wealth Management LLC2,736
0.1% of portfolio›$350.4K
Compass Ion Advisors, LLC2,725
0.0% of portfolio›$349.1K
Hardin Capital Partners, LLC2,673
0.2% of portfolio›$342.4K
Smith Chas P & Associates PA Cpas2,670
0.0% of portfolio›$344.1K
Keystone Wealth Services, LLC2,662
0.1% of portfolio›$343.3K
Capital Investment Advisors, LLC2,601
0.0% of portfolio›$333.2K
Avion Wealth2,594
0.5% of portfolio›$332.0K
Sepio Capital, LP2,586
0.0% of portfolio›$331.3K
Seven Hills Financial, LLC2,582
0.2% of portfolio›$330.7K
Saxony Capital Management, LLC2,582
0.1% of portfolio›$330.8K
Cornerstone Planning, LLC2,578
0.1% of portfolio›$351.4K
Mechanics Financial Corp2,576
0.1% of portfolio›$330.0K
Victory Financial Group, LLC2,576
0.0% of portfolio›$329.9K
Sterling Wealth Management, Inc.2,570
0.1% of portfolio›$329.2K
Wedbush Securities Inc2,564
0.0% of portfolio›$328
TCI Wealth Advisors, Inc.2,557
0.0% of portfolio›$327.5K
Green Ridge Wealth Planning LLC2,554
0.1% of portfolio›$327.2K
Atlantic Edge Private Wealth Management, LLC2,540
0.1% of portfolio›$325.4K
Laurel OAK Wealth Management, LLC2,532
0.0% of portfolio›$324.3K
Childress Capital Advisors, LLC2,501
0.0% of portfolio›$320.4K
Valley Forge Investment Consultants Inc ADV2,498
0.1% of portfolio›$320.0K
Signature Equity Partners, LLC2,489
0.1% of portfolio›$318.8K
Mesirow Financial Investment Management, Inc.2,451
0.0% of portfolio›$314.0K
Juncture Wealth Strategies, LLC2,442
0.1% of portfolio›$312.8K
Guardian Financial Partners, LLC2,410
0.1% of portfolio›$308.7K
Gen-Wealth Partners Inc2,401
0.1% of portfolio›$307.6K
Bensler, LLC2,354
0.0% of portfolio›$301.5K
Quadrant Capital Group LLC2,330
0.0% of portfolio›$302.2K
CGC Financial Services, LLC2,308
0.1% of portfolio›$295.7K
Morton Brown Family Wealth, LLC2,304
0.1% of portfolio›$295.1K
Elevation Point Wealth Partners, LLC2,281
0.0% of portfolio›$292.2K
Heritage Investors Management Corp2,250
0.0% of portfolio›$288
Blue Bell Private Wealth Management, LLC2,237
0.0% of portfolio›$286.6K
Ferguson Wellman Capital Management, Inc2,223
0.0% of portfolio›$284.8K
Heck Capital Advisors, LLC2,214
0.0% of portfolio›$283.6K
Guidance Point Advisors, LLC2,194
0.1% of portfolio›$281.5K
Towerpoint Wealth, LLC2,183
0.1% of portfolio›$279.6K
Mullaney, Keating & Wright, Inc.2,161
0.1% of portfolio›$276.8K
Perigon Wealth Management, LLC2,145
0.0% of portfolio›$274.8K
Founders Financial Securities LLC2,121
0.0% of portfolio›$271.6K
SBK Financial, Inc.2,110
0.1% of portfolio›$270.3K
Turning Point Benefit Group, Inc.2,103
0.1% of portfolio›$271.7K
Farmers & Merchants Investments Inc2,100
0.0% of portfolio›$269.0K
Facet Wealth, Inc.2,096
0.0% of portfolio›$268.5K
Sound Income Strategies, LLC2,093
0.0% of portfolio›$271.2K
Kraft, Davis & Associates, LLC2,051
0.1% of portfolio›$263.7K
Ashton Thomas Securities, LLC2,050
0.0% of portfolio›$262.6K
Financial Perspectives, Inc2,046
0.1% of portfolio›$262.1K
Wealthcare Advisory Partners LLC2,044
0.0% of portfolio›$261.8K
Camelot Technology Advisors, Inc.2,006
0.2% of portfolio›$256.9K
Jeppson Wealth Management, LLC2,000
0.1% of portfolio›$256.2K
TD Waterhouse Canada Inc.2,000
0.0% of portfolio›$258.4K
Net Worth Advisory Group1,997
0.1% of portfolio›$258.0K
Wealth Quarterback LLC1,991
0.1% of portfolio›$255.0K
Grey Fox Wealth Advisors, LLC1,979
0.0% of portfolio›$253.5K
Welch & Forbes LLC1,978
0.0% of portfolio›$253.4K
Sagespring Wealth Partners, LLC1,957
0.0% of portfolio›$250.7K
Turtle Creek Wealth Advisors, LLC1,950
0.0% of portfolio›$249.8K
Independent Wealth Advisors LLC1,947
0.2% of portfolio›$249.4K
Inlight Wealth Management, LLC1,940
0.1% of portfolio›$248.5K
Vicus Capital1,934
0.0% of portfolio›$247.8K
Trust Co of the South1,931
0.0% of portfolio›$247.4K
Krilogy Financial LLC1,928
0.0% of portfolio›$249.2K
Three Seasons Wealth, LLC1,927
0.0% of portfolio›$246.8K
Foundation Wealth Management, Llc\pa1,911
0.1% of portfolio›$244.8K
Sims Investment Management, LLC1,893
0.1% of portfolio›$242.0K
Saxon Interests, Inc.1,889
0.1% of portfolio›$242.0K
Fiduciary Advisors, Inc.1,871
0.2% of portfolio›$239.7K
Weil Company, Inc.1,855
0.0% of portfolio›$237.7K
IFG Advisors, LLC1,855
0.0% of portfolio›$237.6K
Optimist Retirement Group LLC1,850
0.1% of portfolio›$236.9K
Allen Investment Management, LLC1,836
0.0% of portfolio›$235.2K
Sharper & Granite LLC1,827
0.1% of portfolio›$216.4K
Joseph P. Lucia & Associates, LLC1,804
0.1% of portfolio›$231.1K
RFG Advisory, LLC1,795
0.0% of portfolio›$229.9K
Regatta Capital Group, LLC1,795
0.0% of portfolio›$229.9K
Kathmere Capital Management, LLC1,789
0.0% of portfolio›$229.2K
WealthPlan Investment Management, LLC1,777
0.0% of portfolio›$227.6K
Milestone Asset Management Group, LLC1,772
0.1% of portfolio›$227.0K
Life Planning Partners, Inc1,759
0.2% of portfolio›$225.3K
Quantum Financial Advisors, LLC1,750
0.0% of portfolio›$224.2K
Ascentis Independent Advisors1,750
0.0% of portfolio›$224.4K
StoneX Group Inc.1,733
0.0% of portfolio›$226.1K
Destiny Wealth Partners, LLC1,727
0.0% of portfolio›$231.9K
Financial Planning Hawaii, Inc.1,718
0.1% of portfolio›$220.1K
Garde Capital, Inc.1,715
0.0% of portfolio›$219.7K
Patriot Financial Group Insurance Agency, LLC1,693
0.0% of portfolio›$216.9K
TCV Trust & Wealth Management, Inc.1,688
0.0% of portfolio›$216.2K
MV Capital Management, Inc.1,684
0.0% of portfolio›$215.7K
Enclave Advisors LLC1,662
0.0% of portfolio›$212.9K
Vann Equity Management LLC1,660
0.1% of portfolio›$212.6K
Valeo Financial Advisors, LLC1,646
0.0% of portfolio›$210.9K
Means Investment Co., Inc.1,644
0.0% of portfolio›$210.6K
Strategy Asset Managers LLC1,634
0.0% of portfolio›$209.3K
Whalen Wealth Management Inc.1,629
0.1% of portfolio›$208.7K
Fee-Only Financial Planning, L.C.1,600
0.1% of portfolio›$205.0K
Landmark Wealth Management, LLC1,581
0.0% of portfolio›$202.5K
Meridian Financial Advisors, LLC1,576
0.1% of portfolio›$201.9K
Fiduciary Alliance LLC1,576
0.0% of portfolio›$201.8K
Embree Financial Group1,574
0.0% of portfolio›$201.6K
Brandywine OAK Private Wealth LLC1,568
0.0% of portfolio›$200.9K
Arcadia Investment Advisors LLC1,538
0.1% of portfolio›$197.0K
Gamma Investing LLC1,418
0.0% of portfolio›$181.6K
Transce3nd, LLC1,418
0.2% of portfolio›$184.3K
Laurel Wealth Advisors LLC1,414
0.0% of portfolio›$181.1K
Westside Investment Management, Inc.1,359
0.0% of portfolio›$174.1K
Oakworth Capital, Inc.1,314
0.0% of portfolio›$168.3K
MidAtlantic Capital Management, Inc.1,309
0.1% of portfolio›$167.7K
Archer Investment Corp1,283
0.0% of portfolio›$164.4K
Atwood & Palmer Inc1,271
0.0% of portfolio›$162.9K
Insight Inv LLC1,238
0.1% of portfolio›$158.6K
Private Trust Co NA1,209
0.0% of portfolio›$154.9K
Harbor Asset Planning, Inc.1,203
0.1% of portfolio›$154.3K
Montag A & Associates Inc1,167
0.0% of portfolio›$149.5K
Cullen T Bankers, Inc.1,090
0.0% of portfolio›$139.6K
Latitude Advisors, LLC1,026
0.0% of portfolio›$131.5K
Phillip James Consulting Co.1,002
0.1% of portfolio›$128.4K
Duncker Streett & Co Inc923
0.0% of portfolio›$118.2K
Eastern Bank922
0.0% of portfolio›$118.1K
Arlington Trust Co LLC915
0.0% of portfolio›$117.2K
Coastline Trust Co883
0.0% of portfolio›$113.1K
Moisand Fitzgerald Tamayo, LLC834
0.0% of portfolio›$106.9K
Hilton Head Capital Partners, LLC820
0.1% of portfolio›$105.0K
KFG LLC810
0.1% of portfolio›$103.8K
Princeton Global Asset Management LLC798
0.0% of portfolio›$102.2K
Assetmark, Inc782
0.0% of portfolio›$100.2K
Hilltop National Bank780
0.0% of portfolio›$99.9K
Biltmore Family Office, LLC768
0.0% of portfolio›$98.4K
Country Trust Bank659
0.0% of portfolio›$84.4K
Concord Wealth Partners641
0.0% of portfolio›$82.1K
Kings Path Partners LLC608
0.0% of portfolio›$77.9K
Mainstream Capital Management LLC600
0.0% of portfolio›$76.9K
CoreCap Advisors, LLC591
0.0% of portfolio›$75.7K
Armstrong Advisory Group, Inc550
0.0% of portfolio›$70.5K
Powell Investment Advisors, LLC533
0.0% of portfolio›$68.3K
Granite Investment Partners, LLC481
0.0% of portfolio›$61.6K
Friedenthal Financial480
0.0% of portfolio›$61.5K
Grove Bank & Trust450
0.0% of portfolio›$57.6K
Global Trust Asset Management, LLC445
0.0% of portfolio›$57.0K
Capital Investment Advisory Services, LLC431
0.0% of portfolio›$55.2K
Essential Partners LLC424
0.0% of portfolio›$54.3K
Financial Network Wealth Advisors LLC403
0.1% of portfolio›$51.6K
Pacific Center for Financial Services400
0.0% of portfolio›$51.2K
Sage Mountain Advisors LLC377
0.0% of portfolio›$48.3K
Caldwell Trust Co376
0.0% of portfolio›$48.2K
First Premier Bank370
0.0% of portfolio›$47
Signaturefd, LLC348
0.0% of portfolio›$44.6K
SJS Investment Consulting Inc.332
0.0% of portfolio›$42.5K
Cape Investment Advisory, Inc.331
0.0% of portfolio›$42.4K
Trifecta Capital Advisors, LLC320
0.0% of portfolio›$41.0K
Brown, Lisle Ings, Inc.320
0.0% of portfolio›$41.0K
Abound Wealth Management318
0.0% of portfolio›$40.7K
Independence Bank of Kentucky318
0.0% of portfolio›$40.7K
UMB Private Wealth Management, LLC313
0.0% of portfolio›$40.1K
Trust Co of Toledo NA303
0.0% of portfolio›$38.8K
Monetary Solutions, Ltd276
0.0% of portfolio›$35.4K
Capital Investment Counsel, Inc268
0.0% of portfolio›$34.3K
Fairman Group, LLC267
0.0% of portfolio›$34.2K
EverSource Wealth Advisors, LLC253
0.0% of portfolio›$32.4K
Ulland Investment Advisors, LLC250
0.0% of portfolio›$32
Triumph Capital Management236
0.0% of portfolio›$30.3K
Bullock Wealth Management Group226
0.0% of portfolio›$29.2K
Richardson Financial Services Inc.224
0.0% of portfolio›$28.7K
Hughes Financial Services, LLC211
0.0% of portfolio›$28.3K
Loring Wolcott & Coolidge Fiduciary Advisors LLP200
0.0% of portfolio›$25.6K
United Financial Planning Group LLC199
0.0% of portfolio›$25.5K
Holos Integrated Wealth LLC188
0.0% of portfolio›$24.1K
Noble Wealth Management PBC180
0.0% of portfolio›$23.1K
Root Financial Partners, LLC165
0.0% of portfolio›$21.1K
Advocate Investing Services LLC158
0.0% of portfolio›$20.2K
First United Bank & Trust150
0.0% of portfolio›$19.2K
Evermay Wealth Management LLC149
0.0% of portfolio›$19.1K
Indiana Trust & Investment Management Co128
0.0% of portfolio›$16.4K
Team Financial Group, LLC126
0.0% of portfolio›$16.2K
Wagner Wealth Management, LLC126
0.0% of portfolio›$16.1K
Pacifica Partners Inc.118
0.0% of portfolio›$15.2K
CX Institutional118
0.0% of portfolio›$15
Golden State Wealth Management, LLC111
0.0% of portfolio›$14.2K
DiNuzzo Private Wealth, Inc.110
0.0% of portfolio›$14.1K
NorthAvenue LLC102
0.0% of portfolio›$13.1K
Towne Trust Company, N.a100
0.0% of portfolio›$12.8K
Cordgrass Capital Advisors, LLC100
0.0% of portfolio›$12.8K
MTM Investment Management, LLC90
0.0% of portfolio›$11.5K
Sima Wealth Partners, LLC89
0.0% of portfolio›$11.4K
Beacon Investment Advisory Services, Inc.84
0.0% of portfolio›$10.8K
Trust Co of Vermont77
0.0% of portfolio›$9.9K
Ascentis Wealth Management, LLC61
0.0% of portfolio›$7.9K
Bank of New Hampshire52
0.0% of portfolio›$6.7K
EPG Wealth Management LLC50
0.0% of portfolio›$6.4K
RMG Wealth Management LLC47
0.0% of portfolio›$6.2K
Portfolio Resources Advisor Group, Inc.34
0.0% of portfolio›$4.4K
Realta Investment Advisors31
0.0% of portfolio›$3.9K
Vima LLC30
0.0% of portfolio›$3.8K
Foster Dykema Cabot & Partners, LLC26
0.0% of portfolio›$3.3K
Nvest Wealth Strategies, Inc.26
0.0% of portfolio›$3.3K
Nvwm, LLC23
0.0% of portfolio›$3.0K
Townsend Asset Management Corp22
0.0% of portfolio›$2.8K
Piedmont Capital Management, LLC21
0.0% of portfolio›$2.7K
Register Financial Advisors LLC21
0.0% of portfolio›$2.7K
Pinnacle Bancorp, Inc.20
0.0% of portfolio›$2.6K
MassMutual Private Wealth & Trust, FSB17
0.0% of portfolio›$2.2K
Kozak & Associates, Inc.14
0.0% of portfolio›$1.8K
Community Financial Services Group, LLC14
0.0% of portfolio›$1.8K
NBT Bank, N.A.13
0.0% of portfolio›$1.7K
Compass Financial Management LLC6
0.0% of portfolio›$769
Silver Grove Financial Group, Inc.5
0.0% of portfolio›$641
Farmers & Merchants Trust Co of Chambersburg PA5
0.0% of portfolio›$1
Angeles Wealth Management, LLC2
0.0% of portfolio›$256
StyleTurnoverLocationFiled
Prime Capital Investment Advisors, LLC
734,699$94.1M0.9%ETFLowOverland Park, KS2026-10-20
Modera Wealth Management, LLC
687,879$88.1M0.9%ETFVery LowWestwood, NJ2026-10-28
Commonwealth Equity Services, LLC
392,673$50.3M0.1%ETFLowWaltham, MA2026-11-02
Regions Financial Corp
327,743$42.0M0.3%CoreLowBirmingham, AL2026-11-05
Bailard, Inc.
262,114$33.6M0.7%GrowthMediumFoster City, CA2026-10-13
Heartwood Wealth Advisors LLC
246,003$31.5M2.5%ETFLowRichmond, VA2026-10-05
AlphaCore Capital LLC
212,058$27.2M0.4%ETFLowLa Jolla, CA2026-11-04
GHP Investment Advisors, Inc.
193,222$24.8M0.9%CoreVery LowDenver, CO2026-10-15
Kestra Private Wealth Services, LLC
188,627$24.2M0.3%GrowthLowAustin, TX2026-10-30
Probity Advisors, Inc.
168,701$21.6M3.1%ETFLowDallas, TX2026-10-23
Creative Planning
163,931$21.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Cambridge Investment Research Advisors, Inc.
137,256$17.6K0.0%ETFLowFairfield, IA2026-11-02
Keybank National Association
136,721$17.5M0.1%CoreLowBrooklyn, OH2026-11-04
Ellis Investment Partners, LLC
132,569$17.0M2.5%ETFLowBerwyn, PA2026-10-21
Wealth Enhancement Advisory Services, LLC
123,273$9.2M0.0%CoreLowPlymouth, MN2026-10-13
Truist Financial Corp
121,107$15.5M0.0%CoreLowCharlotte, NC2026-10-30
Lido Advisors, LLC
120,407$15.4M0.0%GrowthLowLos Angeles, CA2026-11-04
Wealth Architects, LLC
107,808$13.8M1.1%ETFVery LowMountain View, CA2026-11-03
Farther Finance Advisors, LLC
101,480$13.0M0.1%IndexLowSan Francisco, CA2026-10-08
Prospera Financial Services Inc
87,300$11.6M0.1%CoreMediumDallas, TX2026-11-04
Home Federal Bank of Tennessee
81,580$10.5M2.2%ETFVery LowKnoxville, TN2026-10-15
Lake Street Private Wealth, LLC
80,874$10.4M1.1%GrowthLowChicago, IL2026-10-22
Chicago Partners Investment Group LLC
79,338$10.4M0.2%GARPLowChicago, IL2026-10-27
Cordatus Wealth Management LLC
78,907$10.1M2.2%GrowthMediumNewtown, PA2026-10-19
Cassaday & Co Wealth Management LLC
77,321$9.9M0.2%ETFVery LowMclean, VA2026-10-27
Evanson Financial, LLC
76,527$9.8M0.5%ETFN/AMclean, VA2026-10-23
Concurrent Investment Advisors, LLC
74,541$9.5M0.1%GrowthMediumTampa, FL2026-10-16
RTD Financial Advisors, Inc.
74,269$9.5M1.0%ETFLowPhiladelphia, PA2026-10-09
Capital Advisors, Ltd. LLC
71,998$9.2K0.0%ETFLowShaker Heights, OH2026-10-27
Bokf, NA
71,045$9.1M0.1%CoreLowTulsa, OK2026-10-27
Sterling Financial Planning, Inc.
70,802$9.1M2.5%ETFVery LowSparta, NJ2026-10-28
JFS Wealth Advisors, LLC
69,671$8.9M0.5%ETFVery LowHermitage, PA2026-11-03
Occidental Asset Management, LLC
68,971$8.8M0.8%GrowthLowBurlingame, CA2026-11-05
Councilor Wealth, LLC
64,852$8.3M3.4%ETFLowBethesda, MD2026-10-09
SAX Wealth Advisors, LLC
63,796$8.2M0.2%ETFVery LowParsippany, NJ2026-10-13
Ifrah Financial Services, Inc.
63,542$8.1M2.1%ETFLowLittle Rock, AR2026-10-13
Phillips Financial Management, LLC
61,230$7.8M0.6%ETFVery LowFort Wayne, IN2026-10-19
One Day In July LLC
61,084$7.8M0.5%ETFVery LowBurlington, VT2026-10-30
Independence Financial Advisors, LLC
58,951$7.6M1.9%ETFMediumFranklin, NH2026-10-08
Sigma Planning Corp
57,119$7.3M0.2%GrowthMediumAnn Arbor, MI2026-10-23
Tabr Capital Management, LLC
56,904$7.3M5.3%ETFHighOrange, CA2026-10-20
Sowell Financial Services LLC
54,928$7.0M0.2%CoreLowNorth Little Rock, AR2026-10-23
Crescent Grove Advisors, LLC
53,888$6.9M0.6%ETFLowLake Forest, IL2026-10-21
Mission Wealth Management, LP
53,422$6.8M0.1%ETFLowSanta Barbara, CA2026-10-15
NorthCrest Asset Manangement, LLC
52,157$6.8M0.2%GrowthLowPlymouth, MN2026-10-13
Ironwood Financial, llc
51,820$6.6M1.0%ETFLowTucson, AZ2026-10-20
Rodgers & Associates, LTD
51,701$6.6M0.6%ETFVery LowLancaster, PA2026-10-20
MMA Asset Management LLC
50,386$6.5M2.0%ETFMediumNew York, NY2026-11-02
Inspire Trust Co, N.A.
50,000$6.4M0.8%ValueLowReno, NV2026-11-05
Gerald Baker Financial Group LLC
49,991$6.4M1.8%GARPLowArlington, TX2026-10-09
Pinkerton Wealth, LLC
49,809$6.4M1.0%CoreHighCoeur D Alene, ID2026-10-29
First County Bank
49,716$6.4M2.9%GrowthLowStamford, CT2026-10-13
True Freedom Investing, LLC
49,665$6.4M1.0%CoreHighCoeur D'Alene, ID2026-10-29
Sapient Capital LLC
49,646$6.4M0.1%GrowthMediumIndianapolis, IN2026-10-08
Sonata Capital Group Inc
48,015$6.2M2.0%ETFVery LowSeattle, WA2026-10-19
First Heartland Consultants, Inc.
47,748$6.1M0.4%ETFMediumLake St. Louis, MO2026-10-08
IFP Advisors, Inc
46,535$6.0M0.1%GrowthLowTampa, FL2026-10-16
Pittenger & Anderson Inc
45,700$5.9M0.2%CoreLowLincoln, NE2026-11-02
Vise Technologies, Inc.
45,700$5.9M0.0%IndexLowNew York, NY2026-10-29
Parallel Advisors, LLC
45,002$5.8M0.1%IndexLowSan Francisco, CA2026-11-03
Independent Financial Group, LLC
43,302$5.5M0.1%GrowthLowSan Diego, CA2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
43,034$5.5M0.1%GrowthVery LowSeattle, WA2026-10-27
Allspring Global Investments Holdings, LLC
42,686$5.5M0.0%CoreMediumCharlotte, NC2026-11-04
Eley Financial Management, Inc
42,458$5.4M1.8%ETFVery LowSouth Burlington, VT2026-11-03
Wilmington Savings Fund Society, FSB
42,362$5.4M0.1%CoreLowWilmington, DE2026-10-23
Graves Light Lenhart Wealth, Inc.
41,438$5.3M0.5%ETFVery LowHarrisonburg, VA2026-10-09
BKM Wealth Management, LLC
41,405$5.3M1.7%GrowthLowBrookfield, WI2026-10-22
Burns J W & Co Inc
41,069$5.3M0.5%GrowthVery LowDewitt, NY2026-10-20
Asset Dedication, LLC
41,052$5.3M0.3%ETFLowSan Francisco, CA2026-11-03
Veratis Advisors, Inc.
40,790$5.2M4.0%ETFN/ACary, NC2026-11-03
First Citizens Financial Corp
39,701$5.1M2.1%ETFLowMason City, IA2026-10-02
Salomon & Ludwin, LLC
39,371$5.0M0.4%ETFVery LowRichmond, VA2026-10-29
Clayton Financial Group LLC
39,297$5.0M2.6%ETFLowSt. Louis, MO2026-10-13
Salus Financial Advisors, LLC
39,228$5.0M2.4%ETFVery LowColorado Springs, CO2026-10-20
DT Investment Partners, LLC
38,530$4.9M0.4%ETFVery LowChadds Ford, PA2026-10-27
Kestra Advisory Services, LLC
37,991$4.9M0.0%CoreLowAustin, TX2026-11-02
HB Wealth Management, LLC
35,285$4.5M0.0%IndexVery LowAtlanta, GA2026-10-23
LTG Capital LLC
34,133$4.4M3.0%ETFLowFramingham, MA2026-11-04
Access Investment Management LLC
33,549$4.3M1.0%Deep ValueLowAtlanta, GA2026-10-23
Liberty Capital Management, Inc.
33,075$4.2M0.7%CoreVery LowBirmingham, MI2026-11-02
Greenleaf Trust
32,845$4.2M0.0%CoreLowKalamazoo, MI2026-10-29
Ashton Thomas Private Wealth, LLC
32,393$4.1M0.1%CoreMediumScottsdale, AZ2026-11-03
Cambridge Financial Group, LLC
31,516$4.3M1.4%ETFLowTucson, AZ2026-10-06
Avior Wealth Management, LLC
31,105$4.0M0.1%ETFMediumOmaha, NE2026-10-13
Courier Capital LLC
30,255$3.9M0.2%ETFLowBuffalo, NY2026-10-19
1834 Investment Advisors Co
29,108$3.7M0.4%ValueLowMilwaukee, WI2026-10-16
Apella Capital, LLC
28,839$3.7M0.0%ETFVery LowWest Hartford, CT2026-10-08
Evensky & Katz LLC
28,149$3.6K0.0%ETFVery LowCoral Gables, FL2026-10-27
Baring Financial LLC
27,993$3.6M1.9%ETFLowBellingham, WA2026-10-07
InvesTrust
27,311$3.5M1.4%CoreLowOklahoma City, OK2026-10-14
Birch Hill Investment Advisors LLC
27,016$3.5M0.1%CoreVery LowBoston, MA2026-10-16
Neumann Capital Management, LLC
26,885$3.4M0.9%GrowthVery LowFoster City, CA2026-10-15
Ullmann Wealth Partners Group, LLC
26,590$3.4M0.3%ETFLowJacksonville Beach, FL2026-11-02
LifeSteps Financial, Inc.
26,581$3.4M1.6%ETFLowClaremont, CA2026-10-15
McKinley Carter Wealth Services, Inc.
26,518$3.4M0.2%ETFMediumWheeling, WV2026-10-16
Mather Group, Llc.
26,453$3.4M0.0%ETFMediumChicago, IL2026-10-14
Oxler Private Wealth LLC
25,206$3.2M0.9%GrowthVery LowRye Brook, NY2026-10-21
Abacus Planning Group, Inc.
24,922$3.2M0.4%ETFLowColumbia, SC2026-11-02
Columbia Bank
24,371$3.1M0.7%GrowthLowLake Oswego, OR2026-10-29
Avidian Wealth Enterprises, LLC
24,090$3.1M0.1%ETFLowHouston, TX2026-10-08
MSH Capital Advisors LLC
23,635$3.0M0.5%CoreLowScottsdale, AZ2026-11-03
Pinnacle Associates LTD
22,336$2.9M0.0%CoreLowNew York, NY2026-10-20
ARK & TLK Investments, LLC
22,136$2.8M0.7%ETFLowOklahoma City, OK2026-10-20
Midwest Trust Co
22,027$2.8M0.0%CoreLowOverland Park, KS2026-10-22
Triangle Securities Wealth Management
21,147$2.7M0.5%CoreLowRaleigh, NC2026-10-14
USA Financial Formulas
21,028$2.7M0.5%ETFVery HighAda, MI2026-10-16
St. Louis Trust Co
19,949$2.6M0.3%ETFVery LowSaint Louis, MO2026-11-03
Capital Squared Financial LLC
19,800$2.5M1.6%ETFVery LowRockville, MD2026-10-30
Associated Banc-Corp
19,725$2.5M0.1%CoreLowGreen Bay, WI2026-10-30
Quadcap Wealth Management, LLC
19,564$2.5M0.2%ETFLowFrisco, TX2026-11-02
LMG Wealth Partners, LLC
19,196$2.5M0.4%ValueVery LowShreveport, LA2026-11-05
Glass Jacobson Investment Advisors llc
19,019$2.4M0.7%ETFLowOwings Mills, MD2026-10-26
AtlasMark Financial, Inc
18,844$2.4M1.2%ETFVery LowAustin, TX2026-10-13
Ramiah Investment Group
18,160$2.3M1.8%ETFHighBrookfield, WI2026-10-20
Strategic Blueprint, LLC
18,088$2.3M0.1%ETFLowAtlanta, GA2026-10-22
Taylor Financial Group, Inc.
17,986$2.3M1.3%CoreVery LowRoanoke, VA2026-11-02
Hurley Capital, LLC
17,941$2.3M1.1%GARPMediumNew York, NY2026-11-05
Fortress Financial Group, LLC
17,236$2.2M1.1%ETFMediumRochester, MN2026-10-21
Lifestyle Asset Management, Inc.
17,171$2.2M0.5%ETFHighFriendswood, TX2026-10-20
City Holding Co
17,000$2.2M0.2%CoreLowCharleston, WV2026-10-19
First Merchants Corp
16,957$2.2M0.1%GrowthLowMuncie, IN2026-10-15
Choreo, LLC
16,668$2.1M0.0%IndexLowRockford, IL2026-10-28
PKS Advisory Services, LLC
16,230$2.2M0.4%ETFMediumAlbany, NY2026-10-26
Soltis Investment Advisors LLC
15,154$1.9M0.1%CoreMediumSt. George, UT2026-10-28
Lee, Kelleher & Klein Wealth Management
14,743$1.9M1.0%ETFVery LowEllicott City, MD2026-10-08
AGF Management LTD
14,400$1.8M0.0%GrowthHighToronto, Australia2026-11-03
Summit Financial Consulting LLC
14,199$1.8M1.3%ETFHighSterling Heights, MI2026-10-15
Carlton Hofferkamp & Jenks Wealth Management, LLC
13,952$1.8M0.6%ETFLowThe Woodlands, TX2026-10-21
SigFig Wealth Management, LLC
13,186$1.7M0.0%ETFLowSan Francisco, CA2026-10-07
Physician Wealth Advisors, Inc.
13,182$1.7M0.2%ETFMediumMidvale, UT2026-10-20
Cranbrook Wealth Management, LLC
13,149$1.7M0.3%ETFVery LowBloomfield Hills, MI2026-10-28
Intergy Private Wealth, LLC
12,961$1.7M0.4%ETFVery LowColorado Springs, CO2026-10-16
PW Nova Financial Services LLC
12,838$1.6M0.3%ETFLowNewtown, PA2026-10-15
Elevation Wealth Partners, LLC
12,174$1.6M0.4%ETFLowWalnut Creek, CA2026-10-07
Pinnacle Wealth Management Advisory Group, LLC
11,972$1.5M0.1%GrowthLowRed Bank, NJ2026-10-23
Hudson Oak Wealth Advisory LLC
11,693$1.5M1.2%ETFVery LowHoboken, NJ2026-10-16
M Holdings Securities, Inc.
11,498$1.5M0.6%ETFHighPortland, OR2026-11-03
Simon Quick Advisors, LLC
11,414$1.5M0.1%ETFLowMorristown, NJ2026-10-26
First Hawaiian Bank
10,866$1.4M0.2%ETFVery LowHonolulu, HI2026-10-14
MCF Advisors LLC
10,766$1.4M0.0%ETFLowLexington, KY2026-10-28
Versant Capital Management, Inc
10,686$1.4M0.1%GARPLowPhoenix, AZ2026-10-02
Thompson Investment Management, Inc.
10,279$1.3M0.2%ValueMediumMadison, WI2026-10-14
3Chopt Investment Partners, LLC
10,045$1.3M0.2%CoreLowRichmond, VA2026-10-30
Hazlett, Burt & Watson, Inc.
9,970$966.3K0.6%CoreVery LowWheeling, WV2026-11-04
American National Bank & Trust
9,800$1.3M0.1%CoreVery LowWichita Falls, TX2026-10-07
Marin Bay Wealth Advisors, LLC
9,800$1.3M0.7%GrowthLowSan Anselmo, CA2026-10-28
Bangor Savings Bank
9,799$1.3M0.1%ETFLowBangor, ME2026-10-06
Squire Investment Management Company, LLC
9,761$1.3M0.3%ETFVery LowOrem, UT2026-11-03
Tompkins Financial Corp
9,690$1.2M0.1%CoreLowIthaca, NY2026-10-05
GFS Advisors, LLC
9,404$1.2M0.1%CoreLowHouston, TX2026-11-03
Crestwood Advisors Group, LLC
9,355$1.2M0.0%GrowthLowBoston, MA2026-10-27
Willow Creek Wealth Management Inc.
9,333$1.2M0.1%ETFVery LowSebastopol, CA2026-10-26
Christensen, King & Associates Investment Services, Inc.
9,298$1.2M0.4%ETFVery LowRichland, WA2026-10-22
Wesbanco Bank Inc
9,267$1.2M0.0%CoreLowWheeling, WV2026-11-04
Buck Wealth Strategies, LLC
9,109$1.2M0.1%ValueMediumDenver, CO2026-10-28
Citizens Financial Group Inc
9,096$1.2M0.0%GrowthLowProvidence, RI2026-10-23
Claro Advisors Inc.
9,096$1.2M0.1%CoreLowBoston, MA2026-11-02
Citigroup Inc
8,970$1.1M0.0%CoreMediumNew York, NY2026-11-04
Powerhouse Assets LLC
8,807$1.1M0.9%ETFVery LowLincoln, MA2026-10-19
OpenArc Corporate Advisory, LLC
8,720$1.1M0.0%GrowthLowAtlanta, GA2026-10-21
Vaughan & Co Securities, Inc.
8,581$1.1M0.5%ETFVery LowRidgewood, NJ2026-10-23
Wealth Management Partners, LLC
8,399$1.1M0.3%Agg GrowthLowTucson, AZ2026-10-21
TD Private Client Wealth LLC
8,378$1.1M0.0%ETFLowNew York, NY2026-10-28
Patriot Investment Management Group, Inc.
8,117$1.0M0.1%ETFVery LowKnoxville, TN2026-10-15
Dumont & Blake Investment Advisors LLC
7,991$1.0M0.3%CoreVery LowPrinceton, NJ2026-10-28
High Net Worth Advisory Group LLC
7,900$1.0M0.2%ETFVery LowNaples, FL2026-10-26
Schneider Downs Wealth Management Advisors, LP
7,872$1.0M0.1%ETFVery LowPittsburgh, PA2026-10-27
Brighton Jones LLC
7,596$973.0K0.0%CoreVery LowSeattle, WA2026-11-03
Wedmont Private Capital
7,530$975.9K0.0%IndexVery LowWest Chester, PA2026-10-09
Apollon Wealth Management, LLC
7,470$956.9K0.0%GrowthLowMount Pleasant, SC2026-10-23
Financial Partners Group, Inc
7,402$948.1K0.1%ETFLowOverland Park, KS2026-10-19
Valpey Financial Services, LLC
7,297$934.7K0.6%ETFVery LowConcord, NH2026-10-30
Keenan, LLC
7,241$927.5K0.6%ETFLowBoston, MA2026-10-23
Atria Investments, Inc
7,225$925.5K0.0%CoreMediumCharlotte, NC2026-10-15
Parkside Financial Bank & Trust
7,171$918.6K0.1%CoreVery LowSaint Louis, MO2026-10-27
Diversified Management Inc
6,933$888.1K0.2%CoreVery LowMilwaukee, WI2026-10-08
Newton One Investments LLC
6,898$883.6K0.2%ETFVery LowNewark, DE2026-10-14
Quarry Hill Advisors, LLC
6,890$882.6K0.3%ETFVery LowSt Paul, MN2026-11-04
Carolina Wealth Management Inc
6,687$856.6K0.4%ETFN/AGreenville, NC2026-10-29
Patton Albertson Miller Group, LLC
6,614$847.3K0.1%CoreLowChattanooga, TN2026-10-26
Allstreet Capital Advisors LLC
6,547$838.7K0.6%ETFVery LowLos Angeles, CA2026-11-04
Sherman Wealth Management LLC
6,543$838.1K0.6%ETFLowGaithersburg, MD2026-10-16
Sprinkle Financial Consultants LLC
6,498$832.4K0.3%ETFLowLittleton, CO2026-10-09
Harbor Investment Advisory, LLC
6,473$829.2K0.1%GrowthLowLutherville, MD2026-10-13
Robertson Stephens Wealth Management, LLC
6,395$819.2K0.0%ETFMediumSan Francisco, CA2026-10-16
Mystic Asset Management, Inc.
6,345$812.8K0.2%CoreVery LowWarwick, RI2026-10-15
Fifth Third Wealth Advisors LLC
6,311$808.4K0.0%IndexVery LowCincinnati, OH2026-10-22
Kendall Capital Management
6,271$803.3K0.1%GARPLowRockville, MD2026-10-23
Cyndeo Wealth Partners, LLC
6,246$800.1K0.0%CoreMediumSt. Petersburg, FL2026-10-16
TrinityBridge Ltd
6,201$7940.0%MomentumMediumLondon, United Kingdom2026-10-30
Oppenheimer & Co Inc
6,138$786.3K0.0%CoreLowNew York, NY2026-10-26
Center for Financial Planning, Inc.
6,102$781.7K0.1%ETFLowSouthfied, MI2026-10-26
Power Wealth Management LLC
6,050$775.0K0.3%ETFLowAlpharetta, GA2026-10-27
Crusonia Wealth Advisors LLC
5,982$766.3K0.1%ETFVery LowDenver, CO2026-10-26
Greenspring Advisors, LLC
5,938$760.6K0.0%ETFVery LowTowson, MD2026-11-05
Spire Wealth Management
5,929$759.5K0.0%GrowthMediumMclean, VA2026-10-30
PUREfi Wealth, LLC
5,800$743.0K0.3%GrowthMediumBoston, MA2026-10-19
Busey Bank
5,739$735.2K0.0%GrowthVery LowUrbana, IL2026-10-26
Serenity Investment Advisors
5,651$723.9K0.3%ETFVery LowChicago, IL2026-10-30
Old National Bancorp
5,603$717.7K0.0%CoreLowEvansville, IN2026-10-20
Sachem Hill LLC
5,595$716.7K0.1%ETFVery LowDenver, CO2026-10-14
Creative Financial Designs Inc
5,563$712.6K0.0%ETFMediumKokomo, IN2026-11-04
Sage Financial Group Inc
5,527$708.0K0.0%ETFVery LowW. Conshohocken, PA2026-10-27
Alpine Bank Wealth Management
5,500$704.6K0.1%ETFHighGrand Junction, CO2026-10-16
Kingswood Wealth Advisors, LLC
5,499$704.5K0.0%GrowthLowSan Diego, CA2026-10-23
Meredith Wealth Planning
5,468$700.5K0.2%ETFLowMaryville, IL2026-10-14
Vestia Personal Wealth Advisors
5,341$684.6K0.3%ETFMediumFort Wayne, IN2026-10-20
Finley Financial, LLC
5,340$689.9K0.3%ETFVery LowLas Vegas, NV2026-10-28
D.A. Davidson & Co.
5,330$682.9K0.0%CoreLowGreat Falls, MT2026-10-28
Hubbell Strickland Wealth Management, LLC
5,314$680.8K0.2%ETFVery LowNew Orleans, LA2026-10-29
Tactive Advisors, LLC
5,272$675.3K0.2%ETFHighJacksonville, FL2026-10-08
Northwest Wealth Management, LLC
5,245$671.8K0.1%ETFLowSpencer, IA2026-10-30
AWM Capital, LLC
5,073$649.9K0.0%ETFLowPhoenix, AZ2026-10-16
Destiny Capital Corp
5,072$649.8K0.3%ETFVery LowDenver, CO2026-11-03
Cornerstone Wealth Management, LLC
5,067$649.1K0.0%ETFVery LowSt. Peters, MO2026-11-04
NorthLanding Financial Partners, LLC
5,063$648.5K0.5%ETFLowRochester, NY2026-10-15
Fifth Third Securities, Inc.
5,042$645.9K0.0%ETFLowCincinnati, OH2026-10-21
Plante Moran Financial Advisors, LLC
4,987$638.8K0.0%ETFVery LowSouthfield, MI2026-11-04
Tcfg Investment Advisors, LLC
4,903$632.2K0.2%GrowthMediumLaguna Niguel, CA2026-10-20
Founders Grove Wealth Partners, LLC
4,898$627.4K0.1%ETFLowRichmond, VA2026-10-16
Equitable Trust Co
4,896$627.2K0.0%CoreLowNashville, TN2026-10-13
Jnba Financial Advisors
4,885$625.7K0.0%ETFMediumBloomington, MN2026-11-03
Market Street Wealth Management Advisors LLC
4,882$625.4K0.1%ETFMediumIndianapolis, IN2026-10-09
Wagner Wealth Management, Corp
4,871$624.0K0.5%ETFHighConyngham, PA2026-10-20
Goelzer Investment Management, Inc.
4,780$612.3K0.0%GrowthLowCarmel, IN2026-10-16
Cypress Financial Planning LLC
4,762$610.0K0.2%ETFLowHaddon Heights, NJ2026-10-09
First Horizon Corp
4,720$604.6K0.0%CoreLowMemphis, TN2026-10-26
Breakwater Capital Group
4,704$602.6K0.1%ETFLowParamus, NJ2026-10-09
JSF Financial, LLC
4,675$598.9K0.1%ETFMediumLos Angeles, CA2026-10-22
Richwood Investment Advisors, LLC
4,575$586.1K0.4%CoreLowCincinnati, OH2026-10-30
Cottage Street Advisors LLC
4,513$578.1K0.2%GrowthLowMarion, MA2026-10-19
Cambridge Capital Management, LLC
4,428$567.2K0.2%ETFVery LowO'Fallon, IL2026-10-19
Uptown Financial Advisors LLC
4,371$559.9K0.4%ETFVery LowDallas, TX2026-10-15
First Financial Bank - Trust Division
4,336$555.4K0.0%CoreLowHamilton, OH2026-10-01
Barrett & Company, Inc.
4,335$555.3K0.2%ETFLowProvidence, RI2026-10-22
Focus Financial Network, Inc.
4,285$548.9K0.0%ETFLowMinneapolis, MN2026-10-14
Key FInancial Inc
4,280$548.3K0.1%ETFLowWest Chester, PA2026-11-02
SkyOak Wealth, LLC
4,136$529.8K0.1%ETFLowSouthfield, MI2026-10-28
Woodward Financial Advisors, Inc.
4,116$527.3K0.2%ETFVery LowChapel Hill, NC2026-10-19
Frankly Finances, LLC
4,089$523.8K0.4%ETFVery LowWinter Park, FL2026-10-28
Penobscot Wealth Management
4,021$515.1K0.1%ETFVery LowPortland, ME2026-10-21
Valley National Advisers Inc
3,962$507.5K0.1%ETFLowBethlehem, PA2026-10-23
Trail Ridge Investment Advisors, LLC
3,949$505.9K0.2%CoreLowFort Collins, CO2026-10-16
Summit Financial Wealth Advisors, LLC
3,914$501.4K0.1%ETFLowLafayette, LA2026-10-15
Breachway Investments LLC
3,872$496.0K0.8%ETFLowCharlestown, RI2026-10-19
Certuity, LLC
3,839$491.8K0.0%GARPLowNorth Palm Beach, FL2026-11-02
McGlone Suttner Wealth Management, Inc.
3,806$487.5K0.1%ETFVery LowAppleton, WI2026-10-13
Bfsg, LLC
3,725$477.2K0.0%CoreLowIrvine, CA2026-10-30
LJI Wealth Management, LLC
3,718$476.2K0.1%ETFLowIndianapolis, IN2026-10-28
Venture Visionary Partners LLC
3,707$474.9K0.0%CoreLowSylvania, OH2026-10-07
Maple Capital Management, Inc.
3,695$473.3K0.0%GrowthLowMontpelier, VT2026-11-02
Retirement Planning Co of New England, Inc.
3,660$468.8K0.2%CoreLowWarwick, RI2026-10-15
Sage Capital Management, LLC
3,619$464.0K0.2%ETFLowStockton, NJ2026-10-20
Focused Alpha, LLC
3,613$462.8K0.1%CoreMediumDenver, CO2026-10-20
Brown Miller Wealth Management, LLC
3,575$458.0K0.1%GrowthLowMclean, VA2026-11-02
Conning Inc.
3,559$455.9K0.0%CoreMediumHartford, CT2026-10-27
Grimes & Co Wealth Management, LLC
3,480$445.8K0.0%CoreLowWestborough, MA2026-10-29
Altiora Financial Group, LLC
3,469$444.4K0.1%ETFLowLebanon, OH2026-11-04
Davenport & Co LLC
3,452$442.2K0.0%CoreMediumRichmond, VA2026-10-14
Atwater Malick LLC
3,392$434.5K0.1%CoreLowLancaster, PA2026-10-15
Blue Trust, Inc.
3,345$428.5K0.0%ETFLowBrentwood, TN2026-10-15
Kohmann Bosshard Financial Services, LLC
3,325$425.8K0.0%ETFLowFairlawn, OH2026-11-04
TrueWealth Advisors, LLC
3,294$422.0K0.1%ETFMediumBirmingham, AL2026-10-09
Signature Estate & Investment Advisors LLC
3,273$419.2K0.0%ETFMediumLos Angeles, CA2026-10-13
GW Henssler & Associates LTD
3,253$416.7K0.0%CoreMediumKennesaw, GA2026-10-26
Shoker Investment Counsel, Inc.
3,246$415.8K0.1%CoreVery LowOxford, OH2026-11-04
Montecito Bank & Trust
3,225$413.1K0.1%GrowthVery LowSanta Barbara, CA2026-10-01
Roberts Financial Services LLC
3,222$412.8K0.1%ETFLowMarquette, MI2026-10-23
Advisory Solutions Group, LLC
3,162$405.1K0.1%ETFN/APlymouth, MN2026-10-14
SYM Financial Corp
3,096$396.6K0.0%ETFVery LowWinona Lake, IN2026-10-26
Summit Global Investments
3,085$3950.0%CoreMediumBountiful, UT2026-10-28
Brookstone Capital Management
3,060$392.0K0.0%ETFMediumWheaton, IL2026-10-22
Gibbs Wealth Management
3,030$388.1K0.0%CoreLowAlpharetta, GA2026-10-22
Genesis Private Wealth, LLC
3,016$386.4K0.1%ETFLowAshburn, VA2026-11-02
Blackston Financial Advisory Group, LLC
2,995$383.7K0.2%ETFLowThe Villages, FL2026-11-04
Valley Wealth Managers, Inc.
2,971$380.6K0.0%GARPMediumParamus, NJ2026-10-09
Smith Salley Wealth Management
2,960$379.2K0.0%GrowthLowGreensboro, NC2026-11-03
Fulton Bank, N.A.
2,958$378.9K0.0%CoreLowLancaster, PA2026-10-14
Wealth Dimensions Group, Ltd.
2,950$377.8K0.1%ETFLowCincinnati, OH2026-11-02
Pension & Wealth Management Advisors, Inc.
2,917$373.7K0.1%ETFLowWaltham, MA2026-10-16
Park Avenue Securities LLC
2,914$3730.0%ETFMediumNew York, NY2026-10-26
Pinnacle Financial Group, LLC / IL
2,881$369.1K0.1%ETFVery LowWestern Springs, IL2026-10-29
Dynamic Advisor Solutions LLC
2,867$367.3K0.0%ETFLowPhoenix, AZ2026-10-13
Confluence Wealth Services, Inc.
2,825$361.8K0.0%ETFVery LowMcmurray, PA2026-11-05
AdvisorNet Financial, Inc
2,821$360.5K0.0%ETFLowMinnetonka, MN2026-10-15
Daymark Wealth Partners, LLC
2,800$358.7K0.0%CoreLowCincinnati, OH2026-11-04
Renasant Bank
2,750$352.3K0.2%CoreMediumTupelo, MS2026-11-05
Dynamic Financial Group
2,748$352.0K0.3%ETFLowCedar Falls, IA2026-10-28
Willner & Heller, LLC
2,741$351.2K0.2%GrowthLowEncino, CA2026-10-28
Silverlake Wealth Management LLC
2,736$350.4K0.1%ETFLowWilliston, VT2026-10-21
Compass Ion Advisors, LLC
2,725$349.1K0.0%ETFVery LowConshohocken, PA2026-10-23
Hardin Capital Partners, LLC
2,673$342.4K0.2%YieldVery LowGreenville, SC2026-10-09
Smith Chas P & Associates PA Cpas
2,670$344.1K0.0%CoreVery LowLakeland, FL2026-10-22
Keystone Wealth Services, LLC
2,662$343.3K0.1%ETFHighPalm Desert, CA2026-11-03
Capital Investment Advisors, LLC
2,601$333.2K0.0%CoreLowAtlanta, GA2026-10-22
Avion Wealth
2,594$332.0K0.5%ETFLowThe Woodlands, TX2026-11-04
Sepio Capital, LP
2,586$331.3K0.0%ETFLowSalt Lake City, UT2026-10-22
Seven Hills Financial, LLC
2,582$330.7K0.2%ETFN/ATallahassee, FL2026-10-13
Saxony Capital Management, LLC
2,582$330.8K0.1%ETFMediumSt. Louis, MO2026-10-15
Cornerstone Planning, LLC
2,578$351.4K0.1%CoreMediumCharlotte, NC2026-10-27
Mechanics Financial Corp
2,576$330.0K0.1%CoreVery LowMansfield, OH2026-11-05
Victory Financial Group, LLC
2,576$329.9K0.0%ETFLowAustin, TX2026-10-27
Sterling Wealth Management, Inc.
2,570$329.2K0.1%ETFLowChampaign, IL2026-10-23
Wedbush Securities Inc
2,564$3280.0%CoreLowPasadena, CA2026-10-22
TCI Wealth Advisors, Inc.
2,557$327.5K0.0%ETFLowTucson, AZ2026-10-30
Green Ridge Wealth Planning LLC
2,554$327.2K0.1%ETFMediumMontville, NJ2026-10-08
Atlantic Edge Private Wealth Management, LLC
2,540$325.4K0.1%CoreLowJacksonville, FL2026-10-20
Laurel OAK Wealth Management, LLC
2,532$324.3K0.0%GrowthLowMarlton, NJ2026-10-19
Childress Capital Advisors, LLC
2,501$320.4K0.0%GARPMediumHouston, TX2026-10-28
Valley Forge Investment Consultants Inc ADV
2,498$320.0K0.1%ETFVery LowAudubon, PA2026-11-03
Signature Equity Partners, LLC
2,489$318.8K0.1%GrowthMediumColumbus, OH2026-10-29
Mesirow Financial Investment Management, Inc.
2,451$314.0K0.0%CoreLowChicago, IL2026-11-05
Juncture Wealth Strategies, LLC
2,442$312.8K0.1%ETFLowScottsdale, AZ2026-10-06
Guardian Financial Partners, LLC
2,410$308.7K0.1%ETFLowOrange, CA2026-11-04
Gen-Wealth Partners Inc
2,401$307.6K0.1%CoreLowZeeland, MI2026-11-04
Bensler, LLC
2,354$301.5K0.0%MomentumMediumBellevue, WA2026-11-05
Quadrant Capital Group LLC
2,330$302.2K0.0%CoreLowCincinnati, OH2026-10-20
CGC Financial Services, LLC
2,308$295.7K0.1%ETFLowLake Oswego, OR2026-10-13
Morton Brown Family Wealth, LLC
2,304$295.1K0.1%ETFVery LowAllentown, PA2026-10-23
Elevation Point Wealth Partners, LLC
2,281$292.2K0.0%CoreHighDenver, CO2026-11-05
Heritage Investors Management Corp
2,250$2880.0%CoreVery LowBethesda, MD2026-10-29
Blue Bell Private Wealth Management, LLC
2,237$286.6K0.0%YieldVery LowBlue Bell, PA2026-10-29
Ferguson Wellman Capital Management, Inc
2,223$284.8K0.0%CoreLowPortland, OR2026-10-05
Heck Capital Advisors, LLC
2,214$283.6K0.0%ETFMediumRhinelander, WI2026-10-14
Guidance Point Advisors, LLC
2,194$281.5K0.1%ETFVery LowWellesley, MA2026-10-15
Towerpoint Wealth, LLC
2,183$279.6K0.1%ETFLowSacramento, CA2026-10-13
Mullaney, Keating & Wright, Inc.
2,161$276.8K0.1%GrowthVery LowMiddletown, CT2026-10-19
Perigon Wealth Management, LLC
2,145$274.8K0.0%GrowthLowSan Francisco, CA2026-10-22
Founders Financial Securities LLC
2,121$271.6K0.0%ETFMediumTowson, MD2026-10-28
SBK Financial, Inc.
2,110$270.3K0.1%N/AN/ARichmond, VA2026-11-02
Turning Point Benefit Group, Inc.
2,103$271.7K0.1%ETFMediumFrederick, MD2026-10-28
Farmers & Merchants Investments Inc
2,100$269.0K0.0%CoreVery LowLincoln, NE2026-10-22
Facet Wealth, Inc.
2,096$268.5K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Sound Income Strategies, LLC
2,093$271.2K0.0%YieldMediumFt Lauderdale, FL2026-10-09
Kraft, Davis & Associates, LLC
2,051$263.7K0.1%ETFMediumSt. Louis, MO2026-10-21
Ashton Thomas Securities, LLC
2,050$262.6K0.0%ETFMediumRochester, NY2026-10-26
Financial Perspectives, Inc
2,046$262.1K0.1%GrowthVery LowMinneapolis, MN2026-11-03
Wealthcare Advisory Partners LLC
2,044$261.8K0.0%ETFLowWest Chester, PA2026-10-21
Camelot Technology Advisors, Inc.
2,006$256.9K0.2%ETFLowSan Francisco, CA2026-10-09
Jeppson Wealth Management, LLC
2,000$256.2K0.1%CoreLowManhattan Beach, CA2026-10-20
TD Waterhouse Canada Inc.
2,000$258.4K0.0%CoreLowToronto, Australia2026-10-16
Net Worth Advisory Group
1,997$258.0K0.1%GARPMediumSandy, UT2026-10-20
Wealth Quarterback LLC
1,991$255.0K0.1%ETFMediumToms River, NJ2026-10-20
Grey Fox Wealth Advisors, LLC
1,979$253.5K0.0%ETFLowRockland, DE2026-11-03
Welch & Forbes LLC
1,978$253.4K0.0%CoreVery LowBoston, MA2026-11-04
Sagespring Wealth Partners, LLC
1,957$250.7K0.0%ETFLowFranklin, TN2026-10-22
Turtle Creek Wealth Advisors, LLC
1,950$249.8K0.0%GrowthLowDallas, TX2026-10-15
Independent Wealth Advisors LLC
1,947$249.4K0.2%ETFLowCary, NC2026-10-27
Inlight Wealth Management, LLC
1,940$248.5K0.1%ETFVery LowAtlanta, GA2026-10-21
Vicus Capital
1,934$247.8K0.0%ETFMediumState College, PA2026-11-05
Trust Co of the South
1,931$247.4K0.0%ETFLowGreensboro, NC2026-10-21
Krilogy Financial LLC
1,928$249.2K0.0%GrowthLowSt. Louis, MO2026-10-13
Three Seasons Wealth, LLC
1,927$246.8K0.0%GrowthMediumSalt Lake City, UT2026-11-03
Foundation Wealth Management, Llc\pa
1,911$244.8K0.1%ETFLowMedia, PA2026-10-14
Sims Investment Management, LLC
1,893$242.0K0.1%ETFVery LowCincinnati, OH2026-10-13
Saxon Interests, Inc.
1,889$242.0K0.1%ETFMediumHouston, TX2026-10-26
Fiduciary Advisors, Inc.
1,871$239.7K0.2%ETFLowSt. Louis, MO2026-10-16
Weil Company, Inc.
1,855$237.7K0.0%ETFLowSan Diego, CA2026-10-14
IFG Advisors, LLC
1,855$237.6K0.0%ETFVery LowSt. Louis, MO2026-10-15
Optimist Retirement Group LLC
1,850$236.9K0.1%ValueLowBellevue, WA2026-10-30
Allen Investment Management, LLC
1,836$235.2K0.0%MomentumMediumNew York, NY2026-11-03
Sharper & Granite LLC
1,827$216.4K0.1%ETFLowEl Segundo, CA2026-11-02
Joseph P. Lucia & Associates, LLC
1,804$231.1K0.1%ETFVery LowYorktown Heights, NY2026-10-30
RFG Advisory, LLC
1,795$229.9K0.0%ETFMediumBirmingham, AL2026-11-03
Regatta Capital Group, LLC
1,795$229.9K0.0%ETFLowEl Segundo, CA2026-10-23
Kathmere Capital Management, LLC
1,789$229.2K0.0%ETFLowWayne, PA2026-10-20
WealthPlan Investment Management, LLC
1,777$227.6K0.0%GrowthMediumOmaha, NE2026-10-15
Milestone Asset Management Group, LLC
1,772$227.0K0.1%ETFVery LowAvon, CT2026-10-20
Life Planning Partners, Inc
1,759$225.3K0.2%ETFVery LowJacksonville, FL2026-10-28
Quantum Financial Advisors, LLC
1,750$224.2K0.0%ETFLowSanta Monica, CA2026-11-03
Ascentis Independent Advisors
1,750$224.4K0.0%ETFLowDallas, TX2026-11-03
StoneX Group Inc.
1,733$226.1K0.0%ETFMediumNew York, NY2026-11-03
Destiny Wealth Partners, LLC
1,727$231.9K0.0%ETFMediumTavares, FL2026-11-05
Financial Planning Hawaii, Inc.
1,718$220.1K0.1%CoreVery LowHonolulu, HI2026-10-13
Garde Capital, Inc.
1,715$219.7K0.0%ETFLowSeattle, WA2026-10-29
Patriot Financial Group Insurance Agency, LLC
1,693$216.9K0.0%GrowthLowWalpole, MA2026-10-14
TCV Trust & Wealth Management, Inc.
1,688$216.2K0.0%CoreVery LowRichmond, VA2026-10-16
MV Capital Management, Inc.
1,684$215.7K0.0%ETFLowBethesda, MD2026-10-29
Enclave Advisors LLC
1,662$212.9K0.0%ETFMediumAustin, TX2026-10-14
Vann Equity Management LLC
1,660$212.6K0.1%GrowthMediumPlano, TX2026-10-08
Valeo Financial Advisors, LLC
1,646$210.9K0.0%ETFLowCarmel, IN2026-10-08
Means Investment Co., Inc.
1,644$210.6K0.0%GrowthVery LowBangor, ME2026-11-03
Strategy Asset Managers LLC
1,634$209.3K0.0%CoreLowPasadena, CA2026-10-14
Whalen Wealth Management Inc.
1,629$208.7K0.1%GrowthHighLas Vegas, NV2026-10-08
Fee-Only Financial Planning, L.C.
1,600$205.0K0.1%ETFVery LowOkatie, SC2026-10-23
Landmark Wealth Management, LLC
1,581$202.5K0.0%ETFVery LowMelville, NY2026-11-03
Meridian Financial Advisors, LLC
1,576$201.9K0.1%ETFVery LowHolliston, MA2026-10-14
Fiduciary Alliance LLC
1,576$201.8K0.0%CoreMediumGreenville, SC2026-10-13
Embree Financial Group
1,574$201.6K0.0%ETFLowChicago, IL2026-10-22
Brandywine OAK Private Wealth LLC
1,568$200.9K0.0%ETFVery LowKennett Square, PA2026-10-23
Arcadia Investment Advisors LLC
1,538$197.0K0.1%ETFLowEagle, ID2026-10-13
Gamma Investing LLC
1,418$181.6K0.0%IndexVery LowFoster City, CA2026-10-08
Transce3nd, LLC
1,418$184.3K0.2%GrowthLowBuda, TX2026-10-26
Laurel Wealth Advisors LLC
1,414$181.1K0.0%CoreVery LowCharlotte, NC2026-10-27
Westside Investment Management, Inc.
1,359$174.1K0.0%GrowthLowSanta Monica, CA2026-11-02
Oakworth Capital, Inc.
1,314$168.3K0.0%ETFLowBirmingham, AL2026-10-26
MidAtlantic Capital Management, Inc.
1,309$167.7K0.1%ETFVery LowRichmond, VA2026-11-05
Archer Investment Corp
1,283$164.4K0.0%CoreMediumCarmel, IN2026-11-05
Atwood & Palmer Inc
1,271$162.9K0.0%CoreVery LowKansas City, MO2026-10-08
Insight Inv LLC
1,238$158.6K0.1%CoreVery LowEl Segundo, CA2026-10-27
Private Trust Co NA
1,209$154.9K0.0%CoreLowCleveland, OH2026-10-20
Harbor Asset Planning, Inc.
1,203$154.3K0.1%ETFVery LowBelmont, MA2026-10-23
Montag A & Associates Inc
1,167$149.5K0.0%CoreLowAtlanta, GA2026-10-29
Cullen T Bankers, Inc.
1,090$139.6K0.0%GrowthLowSan Antonio, TX2026-10-28
Latitude Advisors, LLC
1,026$131.5K0.0%ETFLowYorkville, IL2026-10-27
Phillip James Consulting Co.
1,002$128.4K0.1%ETFVery HighPlymouth, MN2026-11-03
Duncker Streett & Co Inc
923$118.2K0.0%GrowthLowSt. Louis, MO2026-10-27
Eastern Bank
922$118.1K0.0%GrowthMediumBoston, MA2026-10-05
Arlington Trust Co LLC
915$117.2K0.0%ETFMediumBirmingham, AL2026-10-20
Coastline Trust Co
883$113.1K0.0%GrowthVery LowProvidence, RI2026-10-01
Moisand Fitzgerald Tamayo, LLC
834$106.9K0.0%ETFVery LowOrlando, FL2026-10-15
Hilton Head Capital Partners, LLC
820$105.0K0.1%CoreMediumHilton Head Island, SC2026-10-23
KFG LLC
810$103.8K0.1%ETFN/ARapid City, SD2026-11-02
Princeton Global Asset Management LLC
798$102.2K0.0%GrowthLowPrinceton, NJ2026-10-21
Assetmark, Inc
782$100.2K0.0%ETFLowConcord, CA2026-10-21
Hilltop National Bank
780$99.9K0.0%CoreLowCasper, WY2026-10-14
Biltmore Family Office, LLC
768$98.4K0.0%GrowthLowCharlotte, NC2026-11-03
Country Trust Bank
659$84.4K0.0%GrowthLowBloomington, IL2026-10-30
Concord Wealth Partners
641$82.1K0.0%GrowthLowAbingdon, VA2026-11-02
Kings Path Partners LLC
608$77.9K0.0%ETFVery LowSugar Land, TX2026-10-21
Mainstream Capital Management LLC
600$76.9K0.0%GrowthLowLos Angeles, CA2026-10-23
CoreCap Advisors, LLC
591$75.7K0.0%ETFMediumSouthfield, MI2026-10-08
Armstrong Advisory Group, Inc
550$70.5K0.0%ETFHighNeedham, MA2026-10-09
Powell Investment Advisors, LLC
533$68.3K0.0%ETFVery LowMiami, FL2026-10-22
Granite Investment Partners, LLC
481$61.6K0.0%CoreMediumEl Segundo, CA2026-11-04
Friedenthal Financial
480$61.5K0.0%ETFHighMarlton, NJ2026-10-27
Grove Bank & Trust
450$57.6K0.0%ETFLowMiami, FL2026-10-08
Global Trust Asset Management, LLC
445$57.0K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Capital Investment Advisory Services, LLC
431$55.2K0.0%CoreMediumRaleigh, NC2026-10-30
Essential Partners LLC
424$54.3K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Financial Network Wealth Advisors LLC
403$51.6K0.1%ETFLowMurray, UT2026-10-28
Pacific Center for Financial Services
400$51.2K0.0%ETFMediumDanville, CA2026-10-15
Sage Mountain Advisors LLC
377$48.3K0.0%ETFLowAtlanta, GA2026-11-02
Caldwell Trust Co
376$48.2K0.0%GrowthLowVenice, FL2026-10-30
First Premier Bank
370$470.0%CoreVery LowSioux Falls, SD2026-10-13
Signaturefd, LLC
348$44.6K0.0%IndexLowAtlanta, GA2026-10-23
SJS Investment Consulting Inc.
332$42.5K0.0%ETFVery LowSylvania, OH2026-10-26
Cape Investment Advisory, Inc.
331$42.4K0.0%ETFLowMcdonough, GA2026-10-13
Trifecta Capital Advisors, LLC
320$41.0K0.0%Agg GrowthVery LowNorthbrook, IL2026-10-21
Brown, Lisle Ings, Inc.
320$41.0K0.0%CoreVery LowProvidence, RI2026-10-16
Abound Wealth Management
318$40.7K0.0%ETFVery LowFranklin, TN2026-10-26
Independence Bank of Kentucky
318$40.7K0.0%GrowthLowOwensboro, KY2026-10-26
UMB Private Wealth Management, LLC
313$40.1K0.0%GrowthN/AKansas City, MO2026-10-19
Trust Co of Toledo NA
303$38.8K0.0%GrowthVery LowHolland, OH2026-10-16
Monetary Solutions, Ltd
276$35.4K0.0%ETFVery LowDayton, OH2026-10-22
Capital Investment Counsel, Inc
268$34.3K0.0%GrowthVery LowRaleigh, NC2026-10-20
Fairman Group, LLC
267$34.2K0.0%ETFLowChesterbrook, PA2026-10-26
EverSource Wealth Advisors, LLC
253$32.4K0.0%CoreMediumBirmingham, AL2026-11-04
Ulland Investment Advisors, LLC
250$320.0%GrowthVery LowMinneapolis, MN2026-10-13
Triumph Capital Management
236$30.3K0.0%ETFMediumDenver, CO2026-10-14
Bullock Wealth Management Group
226$29.2K0.0%GrowthLowBloomington, IN2026-10-09
Richardson Financial Services Inc.
224$28.7K0.0%GrowthMediumMedway, MA2026-10-30
Hughes Financial Services, LLC
211$28.3K0.0%ETFLowHerndon, VA2026-10-30
Loring Wolcott & Coolidge Fiduciary Advisors LLP
200$25.6K0.0%GrowthVery LowBoston, MA2026-10-23
United Financial Planning Group LLC
199$25.5K0.0%ETFHighHauppauge, NY2026-11-04
Holos Integrated Wealth LLC
188$24.1K0.0%ETFLowKennett Square, PA2026-10-23
Noble Wealth Management PBC
180$23.1K0.0%YieldMediumGreenwood Village, CO2026-10-01
Root Financial Partners, LLC
165$21.1K0.0%ETFMediumEncinitas, CA2026-10-21
Advocate Investing Services LLC
158$20.2K0.0%ETFLowWoodbine, MD2026-10-26
First United Bank & Trust
150$19.2K0.0%CoreLowOakland, MD2026-10-22
Evermay Wealth Management LLC
149$19.1K0.0%ETFLowArlington, VA2026-11-05
Indiana Trust & Investment Management Co
128$16.4K0.0%GrowthLowMishawaka, IN2026-10-22
Team Financial Group, LLC
126$16.2K0.0%ETFLowTemecula, CA2026-10-30
Wagner Wealth Management, LLC
126$16.1K0.0%ETFLowGreenville, SC2026-10-21
Pacifica Partners Inc.
118$15.2K0.0%CoreLowSurrey, South Africa2026-10-09
CX Institutional
118$150.0%CoreMediumAuburn, IN2026-10-02
Golden State Wealth Management, LLC
111$14.2K0.0%ETFMediumSanta Ana, CA2026-11-02
DiNuzzo Private Wealth, Inc.
110$14.1K0.0%ETFLowBeaver, PA2026-10-16
NorthAvenue LLC
102$13.1K0.0%ETFVery LowColumbus, OH2026-10-29
Towne Trust Company, N.a
100$12.8K0.0%CoreLowNewport News, VA2026-10-28
Cordgrass Capital Advisors, LLC
100$12.8K0.0%CoreLowRaleigh, NC2026-10-30
MTM Investment Management, LLC
90$11.5K0.0%CoreVery LowSpartanburg, SC2026-10-30
Sima Wealth Partners, LLC
89$11.4K0.0%ETFVery LowRichmond, VA2026-10-19
Beacon Investment Advisory Services, Inc.
84$10.8K0.0%GrowthLowMorristown, NJ2026-10-13
Trust Co of Vermont
77$9.9K0.0%CoreVery LowBrattleboro, VT2026-10-21
Ascentis Wealth Management, LLC
61$7.9K0.0%Agg GrowthLowDallas, TX2026-11-03
Bank of New Hampshire
52$6.7K0.0%CoreLowLaconia, NH2026-10-06
EPG Wealth Management LLC
50$6.4K0.0%GrowthLowAtlanta, GA2026-11-03
RMG Wealth Management LLC
47$6.2K0.0%ETFVery HighPlatteville, WI2026-10-26
Portfolio Resources Advisor Group, Inc.
34$4.4K0.0%ETFMediumCoral Gables, FL2026-10-20
Realta Investment Advisors
31$3.9K0.0%GrowthMediumWilmington, DE2026-10-14
Vima LLC
30$3.8K0.0%CoreLowTroy, MI2026-10-23
Foster Dykema Cabot & Partners, LLC
26$3.3K0.0%GrowthLowWaltham, MA2026-10-30
Nvest Wealth Strategies, Inc.
26$3.3K0.0%ETFVery LowPowell, OH2026-10-14
Nvwm, LLC
23$3.0K0.0%GrowthMediumYardley, PA2026-10-14
Townsend Asset Management Corp
22$2.8K0.0%CoreLowRaleigh, NC2026-10-29
Piedmont Capital Management, LLC
21$2.7K0.0%CoreLowGreensboro, NC2026-10-21
Register Financial Advisors LLC
21$2.7K0.0%GARPLowAtlanta, GA2026-10-23
Pinnacle Bancorp, Inc.
20$2.6K0.0%CoreVery LowBeatrice, NE2026-10-21
MassMutual Private Wealth & Trust, FSB
17$2.2K0.0%CoreLowSpringfield, MA2026-10-05
Kozak & Associates, Inc.
14$1.8K0.0%ETFLowHighlands Ranch, CO2026-10-29
Community Financial Services Group, LLC
14$1.8K0.0%GrowthLowNewport, VT2026-10-15
NBT Bank, N.A.
13$1.7K0.0%CoreLowNorwich, NY2026-10-21
Compass Financial Management LLC
6$7690.0%CoreN/ATampa, FL2026-10-30
Silver Grove Financial Group, Inc.
5$6410.0%CoreMediumOrchard Park, NY2026-11-05
Farmers & Merchants Trust Co of Chambersburg PA
5$10.0%GARPLowChambersburg, PA2026-10-14
Angeles Wealth Management, LLC
2$2560.0%ETFLowSanta Monica, CA2026-10-26