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Ishares S&P Small-Cap 600 GR (IJT)

CUSIP: 464287887 | NYSE | 1931 institutional holders

Quarters

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

Commonwealth Equity Services, LLC493,015
0.1% of portfolio›$79.0M
Truist Financial Corp348,274
0.1% of portfolio›$55.8M
Beaumont Financial Advisors, LLC250,003
2.5% of portfolio›$40.1M
Heartwood Wealth Advisors LLC196,760
2.5% of portfolio›$31.5M
AlphaCore Capital LLC172,833
0.4% of portfolio›$27.7M
Schneider Downs Wealth Management Advisors, LP172,527
2.6% of portfolio›$27.7M
Kestra Private Wealth Services, LLC154,845
0.3% of portfolio›$24.8M
GHP Investment Advisors, Inc.153,474
0.9% of portfolio›$24.6M
Sterling Financial Planning, Inc.127,113
5.6% of portfolio›$20.4M
Creative Planning114,761
0.0% of portfolio›$18.4M
Inspire Trust Co, N.A.114,000
2.4% of portfolio›$18.3M
Lee Financial Co110,407
2.2% of portfolio›$17.7M
Probity Advisors, Inc.109,821
2.5% of portfolio›$17.6M
Royal Fund Management, LLC104,432
1.3% of portfolio›$16.7M
Cassaday & Co Wealth Management LLC99,948
0.3% of portfolio›$16.0M
Keybank National Association92,875
0.0% of portfolio›$14.9M
Cambridge Investment Research Advisors, Inc.88,743
0.0% of portfolio›$14.2K
Lido Advisors, LLC86,490
0.0% of portfolio›$13.9M
RTD Financial Advisors, Inc.85,494
1.5% of portfolio›$13.7M
Fifth Third Bancorp78,998
0.0% of portfolio›$12.7M
Kestra Advisory Services, LLC74,330
0.0% of portfolio›$11.9M
Regions Financial Corp68,658
0.1% of portfolio›$11.0M
Capital Advisors, Ltd. LLC67,181
0.0% of portfolio›$10.8K
Farther Finance Advisors, LLC66,113
0.1% of portfolio›$10.6M
US Bancorp \de\64,896
0.0% of portfolio›$10.4M
Pittenger & Anderson Inc63,450
0.4% of portfolio›$10.2M
Lake Street Private Wealth, LLC63,358
1.1% of portfolio›$10.2M
Rodgers & Associates, LTD62,633
0.9% of portfolio›$10.0M
Concurrent Investment Advisors, LLC58,939
0.1% of portfolio›$9.4M
Stone Wealth Partners58,368
3.3% of portfolio›$9.4M
StoryOne LLC57,835
4.2% of portfolio›$9.3M
StoryOne LLC57,835
4.2% of portfolio›$9.3M
Salomon & Ludwin, LLC57,533
0.8% of portfolio›$9.2M
JFS Wealth Advisors, LLC57,529
0.5% of portfolio›$9.2M
Bank of New York Mellon Corp57,051
0.0% of portfolio›$9.1M
Compound Planning, Inc.53,659
0.2% of portfolio›$8.6M
PW Nova Financial Services LLC52,796
1.7% of portfolio›$8.5M
Sigma Planning Corp51,321
0.2% of portfolio›$8.2M
Ifrah Financial Services, Inc.49,379
2.0% of portfolio›$7.9M
Clayton Financial Group LLC48,601
4.1% of portfolio›$7.8M
Independence Financial Advisors, LLC46,017
1.9% of portfolio›$7.4M
Bokf, NA43,864
0.1% of portfolio›$7.0M
Cottage Street Advisors LLC42,293
2.6% of portfolio›$6.8M
Chicago Partners Investment Group LLC41,073
0.1% of portfolio›$6.6M
Sowell Financial Services LLC40,900
0.2% of portfolio›$6.6M
Wealth Enhancement Advisory Services, LLC39,922
0.0% of portfolio›$6.4M
Norden Group LLC39,838
0.5% of portfolio›$6.4M
Centerpoint Advisors, LLC38,867
2.0% of portfolio›$6.2M
Pinkerton Wealth, LLC37,281
0.9% of portfolio›$6.0M
True Freedom Investing, LLC37,106
0.9% of portfolio›$5.9M
San Luis Wealth Advisors LLC34,419
0.8% of portfolio›$5.5M
Taylor Financial Group, Inc.33,325
2.9% of portfolio›$5.3M
Dumont & Blake Investment Advisors LLC33,298
1.3% of portfolio›$5.3M
Park Avenue Securities LLC33,083
0.0% of portfolio›$5.3K
MMA Asset Management LLC32,785
1.7% of portfolio›$5.3M
First Citizens Financial Corp32,763
2.2% of portfolio›$5.3M
First Heartland Consultants, Inc.32,139
0.3% of portfolio›$5.2M
Veratis Advisors, Inc.31,755
3.9% of portfolio›$5.1M
HB Wealth Management, LLC30,950
0.0% of portfolio›$5.0M
Bfsg, LLC30,519
0.4% of portfolio›$4.9M
Pinnacle Associates LTD29,904
0.1% of portfolio›$4.8M
Guidance Point Advisors, LLC29,648
1.0% of portfolio›$4.8M
Wilmington Savings Fund Society, FSB29,563
0.1% of portfolio›$4.7M
Neumann Capital Management, LLC28,913
1.2% of portfolio›$4.6M
Mesirow Financial Investment Management, Inc.28,677
0.1% of portfolio›$4.6M
Greenleaf Trust27,704
0.0% of portfolio›$4.4M
LTG Capital LLC27,689
3.0% of portfolio›$4.4M
Councilor Wealth, LLC26,580
1.8% of portfolio›$4.3M
First Horizon Corp26,281
0.2% of portfolio›$4.2M
Crestwood Advisors Group, LLC25,392
0.1% of portfolio›$4.1M
D.A. Davidson & Co.24,784
0.0% of portfolio›$4.0M
BKM Wealth Management, LLC24,090
1.2% of portfolio›$3.9M
Associated Banc-Corp23,357
0.1% of portfolio›$3.7M
Baring Financial LLC23,189
2.0% of portfolio›$3.7M
1834 Investment Advisors Co23,020
0.4% of portfolio›$3.7M
Choreo, LLC22,425
0.0% of portfolio›$3.6M
Stevens Capital Partners22,394
0.6% of portfolio›$3.6M
Victory Financial Group, LLC21,839
0.3% of portfolio›$3.5M
Arrow Investment Advisors, LLC21,521
3.0% of portfolio›$3.5M
Asset Dedication, LLC18,901
0.2% of portfolio›$3.0M
MSH Capital Advisors LLC18,611
0.5% of portfolio›$3.0M
Soltis Investment Advisors LLC18,342
0.1% of portfolio›$2.9M
Courier Capital LLC17,506
0.1% of portfolio›$2.8M
Serenity Investment Advisors17,427
1.2% of portfolio›$2.8M
J.W. Cole Advisors, Inc.17,108
0.0% of portfolio›$2.7M
Trail Ridge Investment Advisors, LLC16,974
1.2% of portfolio›$2.7M
USA Financial Formulas16,919
0.5% of portfolio›$2.7M
Lee, Kelleher & Klein Wealth Management16,882
1.4% of portfolio›$2.7M
Diversified Management Inc16,688
0.5% of portfolio›$2.7M
Droms Strauss Advisors Inc16,558
0.6% of portfolio›$2.7M
Fortress Financial Group, LLC16,523
1.3% of portfolio›$2.6M
Connecticut Wealth Management, LLC16,497
0.1% of portfolio›$2.6M
Dominguez Wealth Management Solutions, Inc.15,914
1.4% of portfolio›$2.6M
Parallel Advisors, LLC15,545
0.0% of portfolio›$2.5M
Ullmann Wealth Partners Group, LLC15,238
0.2% of portfolio›$2.4M
InvesTrust15,195
1.0% of portfolio›$2.4M
Sonata Capital Group Inc14,927
0.8% of portfolio›$2.4M
Sylvest Advisors, LLC14,913
1.1% of portfolio›$2.4M
Capital Squared Financial LLC14,271
1.5% of portfolio›$2.3M
Pathway Financial Advisors LLC14,261
0.3% of portfolio›$2.3M
Greenup Street Wealth Management LLC14,038
0.3% of portfolio›$2.3M
Columbia Bank13,424
0.5% of portfolio›$2.2M
Mather Group, Llc.13,297
0.0% of portfolio›$2.1M
City Holding Co13,180
0.2% of portfolio›$2.1M
Citigroup Inc13,065
0.0% of portfolio›$2.1M
American Financial & TAX Strategies Inc13,014
1.0% of portfolio›$2.1M
Capital Square, LLC12,560
0.9% of portfolio›$2.0M
White Lighthouse Investment Management Inc.12,559
0.2% of portfolio›$2.0M
Transcendent Capital Group LLC12,142
0.8% of portfolio›$1.9M
First Merchants Corp11,906
0.1% of portfolio›$1.9M
Ashton Thomas Private Wealth, LLC11,902
0.0% of portfolio›$1.9M
Prime Capital Investment Advisors, LLC11,686
0.0% of portfolio›$1.9M
Ironwood Financial, llc11,677
0.3% of portfolio›$1.9M
TD Private Client Wealth LLC11,643
0.0% of portfolio›$1.9M
Oarsman Capital, Inc.11,503
0.2% of portfolio›$1.8M
Avior Wealth Management, LLC10,811
0.0% of portfolio›$1.7M
Cranbrook Wealth Management, LLC10,590
0.3% of portfolio›$1.7M
Newton One Investments LLC10,342
0.4% of portfolio›$1.7M
Crusonia Wealth Advisors LLC10,311
0.2% of portfolio›$1.7M
Beaumont Asset Management, L.L.C.9,934
0.6% of portfolio›$1.6M
Brookstone Capital Management9,410
0.0% of portfolio›$1.5M
Nations Financial Group Inc,9,242
0.1% of portfolio›$1.5M
Parkside Financial Bank & Trust9,065
0.1% of portfolio›$1.5M
First Hawaiian Bank8,972
0.2% of portfolio›$1.4M
Wealthcare Advisory Partners LLC8,780
0.0% of portfolio›$1.4M
Willner & Heller, LLC8,682
0.9% of portfolio›$1.4M
Midwest Trust Co8,516
0.0% of portfolio›$1.4M
Joel Isaacson & Co., LLC8,406
0.0% of portfolio›$1.3M
Modera Wealth Management, LLC8,364
0.0% of portfolio›$1.3M
Atria Investments, Inc8,251
0.0% of portfolio›$1.3M
McKinley Carter Wealth Services, Inc.8,135
0.1% of portfolio›$1.3M
Patten Group, Inc.8,007
0.2% of portfolio›$1.3M
Prospera Financial Services Inc8,003
0.0% of portfolio›$1.3M
Vicus Capital7,862
0.1% of portfolio›$1.3M
Hurley Capital, LLC7,819
0.6% of portfolio›$1.3M
Mission Wealth Management, LP7,615
0.0% of portfolio›$1.2M
Buck Wealth Strategies, LLC7,294
0.1% of portfolio›$1.2M
Acropolis Investment Management, LLC7,212
0.0% of portfolio›$1.2M
Patriot Investment Management Group, Inc.7,209
0.1% of portfolio›$1.2M
Founders Grove Wealth Partners, LLC7,171
0.2% of portfolio›$1.1M
Glass Jacobson Investment Advisors llc6,959
0.3% of portfolio›$1.1M
Citizens Financial Group Inc6,959
0.0% of portfolio›$1.1M
Signature Equity Partners, LLC6,920
0.4% of portfolio›$1.1M
VestGen Advisors, LLC6,916
0.0% of portfolio›$1.1M
Quadcap Wealth Management, LLC6,853
0.1% of portfolio›$1.1M
Key FInancial Inc6,840
0.2% of portfolio›$1.1M
Daymark Wealth Partners, LLC6,819
0.0% of portfolio›$1.1M
Strategic Wealth Investment Group, LLC6,674
0.1% of portfolio›$1.1M
Christensen, King & Associates Investment Services, Inc.6,666
0.4% of portfolio›$1.1M
MCF Advisors LLC6,636
0.0% of portfolio›$1.1M
Wedmont Private Capital6,514
0.0% of portfolio›$1.1M
PKS Advisory Services, LLC6,513
0.2% of portfolio›$1.2M
NBT Bank, N.A.6,477
0.1% of portfolio›$1.0M
Jnba Financial Advisors6,404
0.1% of portfolio›$1.0M
Farmers & Merchants Investments Inc6,350
0.0% of portfolio›$1.0M
Strategic Family Wealth Counselors, L.L.C.6,285
0.2% of portfolio›$1.0M
Fifth Third Securities, Inc.6,281
0.1% of portfolio›$1.0M
Harbor Investment Advisory, LLC6,172
0.1% of portfolio›$989.6K
Financial Management Network Inc6,150
0.1% of portfolio›$1.0M
Fortitude Family Office, LLC6,088
0.2% of portfolio›$976.1K
Finley Financial, LLC6,055
0.4% of portfolio›$975.3K
Guerra PAN Advisors, LLC5,814
0.5% of portfolio›$927.5K
Kendall Capital Management5,690
0.2% of portfolio›$912.3K
Cannon Financial Strategists, Inc.5,629
0.1% of portfolio›$902.5K
IFP Advisors, Inc5,548
0.0% of portfolio›$889.5K
Aspiriant, LLC5,468
0.0% of portfolio›$876.7K
Apollon Wealth Management, LLC5,454
0.0% of portfolio›$874.5K
NorthAvenue LLC5,448
0.6% of portfolio›$873.5K
Claro Advisors Inc.5,315
0.1% of portfolio›$852.3K
Signature Wealth Management Partners, LLC5,232
0.4% of portfolio›$838.8K
Richards, Merrill & Peterson, Inc.5,175
0.3% of portfolio›$829.7K
Davenport & Co LLC5,004
0.0% of portfolio›$802.3K
Hazlett, Burt & Watson, Inc.5,002
0.3% of portfolio›$483.3K
Allen Investment Management, LLC5,000
0.0% of portfolio›$801.7K
Vaughan & Co Securities, Inc.4,940
0.4% of portfolio›$792.0K
Principle Wealth Partners LLC4,910
0.0% of portfolio›$787.4K
FC Advisory LLC4,907
0.2% of portfolio›$786.7K
Trilogy Capital Inc.4,843
0.0% of portfolio›$776.5K
Stackstone Wealth, LLC4,824
0.1% of portfolio›$773.5K
AWM Capital, LLC4,718
0.1% of portfolio›$756.4K
Montecito Bank & Trust4,712
0.1% of portfolio›$755.5K
Gerald Baker Financial Group LLC4,639
0.2% of portfolio›$743.8K
Power Wealth Management LLC4,637
0.3% of portfolio›$743.5K
Hickory Point Bank & Trust4,464
0.4% of portfolio›$715.7K
Ellis Investment Partners, LLC4,432
0.1% of portfolio›$710.7K
Vise Technologies, Inc.4,398
0.0% of portfolio›$705.2K
Tannin Capital LLC4,391
0.5% of portfolio›$704.0K
Shoker Investment Counsel, Inc.4,367
0.2% of portfolio›$700.2K
Meridian Wealth Management, LLC4,287
0.0% of portfolio›$687.4K
Pinnacle Wealth Management Advisory Group, LLC4,264
0.0% of portfolio›$683.6K
Allstreet Capital Advisors LLC4,250
0.4% of portfolio›$681.4K
Pension & Wealth Management Advisors, Inc.4,200
0.2% of portfolio›$673.5K
Fragasso Financial Advisors Inc4,107
0.0% of portfolio›$667.8K
Forbes Financial Planning, Inc.4,080
0.4% of portfolio›$654.2K
Valeo Financial Advisors, LLC4,012
0.0% of portfolio›$643.2K
Keenan, LLC4,007
0.4% of portfolio›$642.5K
Destiny Capital Corp3,970
0.3% of portfolio›$636.5K
Fulton Bank, N.A.3,952
0.0% of portfolio›$633.6K
Oppenheimer & Co Inc3,906
0.0% of portfolio›$626.2K
Sprinkle Financial Consultants LLC3,897
0.2% of portfolio›$624.9K
Meridian Financial Advisors, LLC3,862
0.3% of portfolio›$619.2K
Midland Wealth Advisors, LLC3,848
0.0% of portfolio›$617.0K
Paragon Private Wealth Management, LLC3,799
0.2% of portfolio›$609.1K
Krilogy Financial LLC3,742
0.0% of portfolio›$607.3K
Avidian Wealth Enterprises, LLC3,725
0.0% of portfolio›$597.2K
Saxon Interests, Inc.3,721
0.2% of portfolio›$596.6K
Tctc Holdings, LLC3,700
0.0% of portfolio›$593.2K
Investmark Advisory Group LLC3,665
0.2% of portfolio›$587.6K
Bangor Savings Bank3,613
0.0% of portfolio›$579.3K
jvl associates llc3,605
0.2% of portfolio›$578.0K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors3,604
0.0% of portfolio›$577.9K
Independent Financial Group, LLC3,549
0.0% of portfolio›$569.0K
Plante Moran Financial Advisors, LLC3,492
0.0% of portfolio›$559.9K
M Holdings Securities, Inc.3,463
0.2% of portfolio›$559.0K
One Day In July LLC3,462
0.0% of portfolio›$555.1K
Wiregrass Investment Management LLC3,395
0.4% of portfolio›$544.3K
Calamos Wealth Management LLC3,341
0.0% of portfolio›$535.7K
Fifth Third Wealth Advisors LLC3,280
0.0% of portfolio›$525.9K
Tred Avon Family Wealth, LLC3,249
0.2% of portfolio›$520.9K
Decker Wealth Management LLC3,221
0.1% of portfolio›$516.4K
Nixon Peabody Trust Co3,215
0.0% of portfolio›$515.5K
Venture Visionary Partners LLC3,199
0.0% of portfolio›$512.9K
Tritonpoint Wealth, LLC3,172
0.1% of portfolio›$508.6K
Old National Bancorp3,164
0.0% of portfolio›$507.3K
Diversify Advisory Services, LLC3,162
0.0% of portfolio›$509.1K
Diversify Wealth Management, LLC3,162
0.0% of portfolio›$509.1K
Y-Intercept (Hong Kong) Ltd3,103
0.0% of portfolio›$497.5K
Traynor Capital Management, Inc.3,095
0.0% of portfolio›$496.3K
Atlantic Edge Private Wealth Management, LLC3,077
0.1% of portfolio›$493.3K
Inspirion Wealth Advisors, LLC3,058
0.1% of portfolio›$490.3K
Focused Alpha, LLC3,040
0.1% of portfolio›$487.3K
Trueblood Wealth Management, LLC2,972
0.2% of portfolio›$476.5K
Breakwater Capital Group2,966
0.1% of portfolio›$475.6K
Bison Wealth, LLC2,966
0.0% of portfolio›$481.4K
Procyon Advisors, LLC2,959
0.0% of portfolio›$474.4K
Tenet Wealth Partners, LLC2,957
0.3% of portfolio›$474.2K
WealthPlan Investment Management, LLC2,871
0.0% of portfolio›$460.3K
Brown Miller Wealth Management, LLC2,860
0.1% of portfolio›$458.5K
StoneX Group Inc.2,853
0.0% of portfolio›$480.5K
Liberty Capital Management, Inc.2,837
0.1% of portfolio›$454.8K
Signature Estate & Investment Advisors LLC2,789
0.0% of portfolio›$447.1K
Cambridge Financial Group, LLC2,745
0.2% of portfolio›$490.3K
Laurel OAK Wealth Management, LLC2,744
0.1% of portfolio›$439.9K
Kingswood Wealth Advisors, LLC2,717
0.0% of portfolio›$435.6K
Conning Inc.2,707
0.0% of portfolio›$434.0K
Grove Bank & Trust2,691
0.0% of portfolio›$431.4K
Crescent Grove Advisors, LLC2,669
0.0% of portfolio›$427.9K
Private Trust Co NA2,669
0.0% of portfolio›$427.9K
ZWJ Investment Counsel Inc2,602
0.0% of portfolio›$417.2K
Park Edge Advisors, LLC2,600
0.1% of portfolio›$416.9K
First Financial Bank - Trust Division2,591
0.0% of portfolio›$415.4K
Atlas Brown,Inc.2,589
0.1% of portfolio›$415.2K
Compass Ion Advisors, LLC2,583
0.0% of portfolio›$414.1K
King Luther Capital Management Corp2,582
0.0% of portfolio›$414.0K
Total Clarity Wealth Management, Inc.2,565
0.1% of portfolio›$411.2K
Sensible Money, LLC2,542
0.1% of portfolio›$407.6K
Essex LLC2,530
0.1% of portfolio›$405.6K
Prosperity Planning, Inc.2,501
0.1% of portfolio›$401.0K
Renasant Bank2,500
0.3% of portfolio›$400.8K
Roberts Financial Services LLC2,457
0.1% of portfolio›$394.0K
21 West Wealth Management LLC2,432
0.3% of portfolio›$389.9K
Dynamic Advisor Solutions LLC2,413
0.0% of portfolio›$386.9K
Gibbs Wealth Management2,408
0.0% of portfolio›$386.1K
Central Bank & Trust Co2,382
0.1% of portfolio›$381.9K
NTV Asset Management LLC2,377
0.0% of portfolio›$381.1K
Bestgate Wealth Advisors, LLC2,353
0.2% of portfolio›$377.3K
YHB Investment Advisors, Inc.2,346
0.0% of portfolio›$376.1K
Burke & Herbert Bank & Trust Co2,330
0.1% of portfolio›$373.6K
Blackston Financial Advisory Group, LLC2,328
0.2% of portfolio›$373.2K
Simplicity Wealth,LLC2,326
0.0% of portfolio›$372.9K
LaFleur & Godfrey LLC2,300
0.0% of portfolio›$368.8K
Ackerman Capital Advisors, LLC2,300
0.1% of portfolio›$368.8K
CFS Investment Advisory Services, LLC2,285
0.0% of portfolio›$374.7K
GC Wealth Management RIA, LLC2,254
0.0% of portfolio›$361.4K
Clarity Asset Management, Inc.2,253
0.2% of portfolio›$361.2K
Essential Planning, Llc.2,229
0.1% of portfolio›$357.4K
Verdence Capital Advisors LLC2,224
0.0% of portfolio›$356.5K
Rainey & Randall Wealth Advisors Inc.2,215
0.1% of portfolio›$355.1K
Evergreen Private Wealth LLC2,205
0.1% of portfolio›$353.6K
Summit Financial Strategies, Inc.2,197
0.0% of portfolio›$352.2K
Blue Trust, Inc.2,191
0.0% of portfolio›$351.3K
Sterling Investment Counsel, LLC2,191
0.1% of portfolio›$351.4K
Sapient Capital LLC2,184
0.0% of portfolio›$350.2K
Trust Co of Vermont2,168
0.0% of portfolio›$347.6K
Kohmann Bosshard Financial Services, LLC2,150
0.0% of portfolio›$344.7K
CRA Financial Services, LLC2,100
0.0% of portfolio›$336.7K
Armstrong, Fleming & Moore, Inc2,033
0.1% of portfolio›$326.0K
Equity Wealth Partners, LLC2,031
0.1% of portfolio›$325.7K
Capital Investment Advisors, LLC2,008
0.0% of portfolio›$322.0K
Manchester Capital Management LLC2,000
0.0% of portfolio›$320.7K
Apollon Financial, LLC2,000
0.0% of portfolio›$320.7K
Sigma Investment Counselors Inc1,992
0.0% of portfolio›$319.4K
Perigon Wealth Management, LLC1,991
0.0% of portfolio›$319.3K
Brighton Jones LLC1,968
0.0% of portfolio›$315.6K
Marin Bay Wealth Advisors, LLC1,966
0.2% of portfolio›$315.3K
Compton Wealth Advisory Group, LLC1,955
0.1% of portfolio›$314.9K
Congress Asset Management Co1,942
0.0% of portfolio›$311.4K
Financial Solutions Advisory Group, Inc.1,931
0.0% of portfolio›$307.0K
Florida Trust Wealth Management Co1,920
0.0% of portfolio›$307.8K
Wedbush Securities Inc1,913
0.0% of portfolio›$307
Northern Lights Advisors, Inc.1,877
0.2% of portfolio›$301.0K
Confluence Wealth Services, Inc.1,866
0.0% of portfolio›$299.2K
Sentinel Advisory Group, LLC1,861
0.1% of portfolio›$298.4K
Optimist Retirement Group LLC1,853
0.1% of portfolio›$297.1K
Bensler, LLC1,852
0.0% of portfolio›$297.0K
Intrua Financial, LLC1,845
0.0% of portfolio›$295.8K
Gen-Wealth Partners Inc1,833
0.1% of portfolio›$293.9K
Paragon Capital Management Ltd1,831
0.1% of portfolio›$293.6K
Net Worth Advisory Group1,822
0.1% of portfolio›$293.4K
Vann Equity Management LLC1,792
0.2% of portfolio›$287.3K
RFG Advisory, LLC1,782
0.0% of portfolio›$285.7K
Valley National Advisers Inc1,780
0.0% of portfolio›$285.4K
PFG Private Wealth Management, LLC1,766
0.1% of portfolio›$283.1K
Convergence Financial, LLC1,766
0.0% of portfolio›$283.1K
AdvisorNet Financial, Inc1,740
0.0% of portfolio›$276.9K
Capital Investment Counsel, LLC1,728
0.0% of portfolio›$277.1K
BAR Harbor Wealth Management1,668
0.0% of portfolio›$267.4K
Eagle Strategies LLC1,666
0.0% of portfolio›$267.2K
Orba Wealth Advisors, L.L.C.1,630
0.2% of portfolio›$261.3K
OpenArc Corporate Advisory, LLC1,614
0.0% of portfolio›$258.8K
Eastern Bank1,610
0.0% of portfolio›$258.1K
Heritage Investors Management Corp1,600
0.0% of portfolio›$257
Synergy Asset Management, LLC1,600
0.0% of portfolio›$256.5K
Segment Wealth Management, LLC1,600
0.0% of portfolio›$256.5K
Balboa Wealth Partners1,599
0.0% of portfolio›$256.4K
Elevation Point Wealth Partners, LLC1,597
0.0% of portfolio›$256.1K
Flagstar Securities, Inc1,590
0.1% of portfolio›$254.9K
Twelve Points Wealth Management LLC1,560
0.0% of portfolio›$256.4K
Ritholtz Wealth Management1,539
0.0% of portfolio›$246.7K
Verity Asset Management, Inc.1,526
0.1% of portfolio›$245.1K
Decision Investments, Inc1,526
0.2% of portfolio›$244.7K
IFG Advisors, LLC1,510
0.0% of portfolio›$242.2K
Tranquility Partners, LLC1,506
0.1% of portfolio›$241.5K
Cutler Investment Counsel LLC1,502
0.0% of portfolio›$240.8K
Portside Wealth Group, LLC1,497
0.0% of portfolio›$240.1K
Garde Capital, Inc.1,477
0.0% of portfolio›$236.8K
Cooper S Advisors, LLC1,472
0.1% of portfolio›$236.0K
Amplius Wealth Advisors, LLC1,458
0.0% of portfolio›$233.8K
Cornell Pochily Investment Advisors, Inc.1,458
0.1% of portfolio›$233.8K
Ascent Group, LLC1,457
0.0% of portfolio›$233.6K
Breachway Investments LLC1,455
0.4% of portfolio›$233.3K
BridgePort Financial Solutions, LLC1,453
0.1% of portfolio›$233.0K
Hoxton Planning & Management, LLC1,449
0.1% of portfolio›$232.3K
Security Financial Services, Inc.1,440
0.0% of portfolio›$230.9K
Noble Family Wealth, LLC1,432
0.0% of portfolio›$229.6K
Freedom Day Solutions, LLC1,417
0.1% of portfolio›$227.2K
D.B. Root & Company, LLC1,412
0.0% of portfolio›$226.3K
TCI Wealth Advisors, Inc.1,394
0.0% of portfolio›$223.5K
Three Seasons Wealth, LLC1,389
0.0% of portfolio›$222.7K
B. Riley Wealth Advisors, Inc.1,383
0.0% of portfolio›$221.7K
Allodium Investment Consultants, LLC1,379
0.1% of portfolio›$221.1K
Silverlake Wealth Management LLC1,343
0.0% of portfolio›$215.3K
Cahaba Wealth Management, Inc.1,324
0.0% of portfolio›$212.3K
Equitable Trust Co1,322
0.0% of portfolio›$212.0K
Fee-Only Financial Planning, L.C.1,320
0.1% of portfolio›$211.6K
Anchor Capital Advisors LLC1,318
0.0% of portfolio›$211.3K
Larson Financial Group LLC1,305
0.0% of portfolio›$209.3K
Strategic Blueprint, LLC1,278
0.0% of portfolio›$205.0K
Childress Capital Advisors, LLC1,277
0.0% of portfolio›$204.7K
Clear Trail Advisors, LLC1,261
0.0% of portfolio›$202.2K
Ferguson Wellman Capital Management, Inc1,259
0.0% of portfolio›$201.9K
Summit Wealth Group LLC / Co1,255
0.0% of portfolio›$201.2K
Alpine Bank Wealth Management1,250
0.0% of portfolio›$200.4K
Apella Capital, LLC1,244
0.0% of portfolio›$201.0K
Piedmont Capital Management, LLC1,209
0.1% of portfolio›$193.8K
Laurel Wealth Advisors LLC1,150
0.0% of portfolio›$184.4K
Assetmark, Inc1,133
0.0% of portfolio›$181.7K
Transce3nd, LLC1,095
0.2% of portfolio›$177.5K
Central Trust Co1,076
0.0% of portfolio›$172.5K
Financial Consulate, Inc1,073
0.0% of portfolio›$172.0K
United Community Bank1,047
0.1% of portfolio›$167.9K
Community Financial Services Group, LLC1,023
0.0% of portfolio›$164.8K
Duncker Streett & Co Inc1,007
0.0% of portfolio›$161.5K
TD Waterhouse Canada Inc.1,000
0.0% of portfolio›$161.1K
Security National Bank954
0.0% of portfolio›$153.0K
MV Capital Management, Inc.927
0.0% of portfolio›$148.6K
Latitude Advisors, LLC919
0.0% of portfolio›$147.3K
Mechanics Financial Corp916
0.1% of portfolio›$146.9K
Evermay Wealth Management LLC913
0.0% of portfolio›$146.4K
Chilton Capital Management LLC800
0.0% of portfolio›$128.3K
Gamma Investing LLC767
0.0% of portfolio›$123.0K
Friedenthal Financial712
0.0% of portfolio›$114.2K
Creative Financial Designs Inc664
0.0% of portfolio›$106.5K
Atwood & Palmer Inc658
0.0% of portfolio›$105.5K
MidAtlantic Capital Management, Inc.658
0.1% of portfolio›$105.5K
Angeles Wealth Management, LLC635
0.0% of portfolio›$101.8K
Financial Perspectives, Inc614
0.0% of portfolio›$98.5K
Gilpin Wealth Management, LLC610
0.1% of portfolio›$97.8K
Princeton Global Asset Management LLC610
0.0% of portfolio›$97.8K
EverSource Wealth Advisors, LLC603
0.0% of portfolio›$96.7K
First Financial Corp600
0.0% of portfolio›$96.2K
Woodard & Co Asset Management Group Inc570
0.0% of portfolio›$91.4K
Sunrise Financial Services, LLC561
0.0% of portfolio›$89.9K
First United Bank & Trust550
0.0% of portfolio›$88.2K
Kings Path Partners LLC546
0.0% of portfolio›$87.5K
Silver Grove Financial Group, Inc.536
0.0% of portfolio›$85.9K
MassMutual Private Wealth & Trust, FSB530
0.0% of portfolio›$85.0K
Monetary Solutions, Ltd526
0.1% of portfolio›$84.3K
Country Trust Bank524
0.0% of portfolio›$84.0K
Peachtree Investment Partners, LLC521
0.0% of portfolio›$83.5K
Root Financial Partners, LLC515
0.0% of portfolio›$82.6K
Hilltop National Bank500
0.0% of portfolio›$80.2K
Bullock Wealth Management Group472
0.0% of portfolio›$76.0K
Pinnacle Bancorp, Inc.471
0.0% of portfolio›$75.5K
Acima Private Wealth, LLC470
0.0% of portfolio›$75.4K
Concord Wealth Partners466
0.0% of portfolio›$74.7K
Owl Creek Wealth Partners LLC446
0.0% of portfolio›$71.6K
Powell Investment Advisors, LLC400
0.0% of portfolio›$64.1K
Citizens National Bank Trust Department400
0.0% of portfolio›$64.1K
Montag A & Associates Inc400
0.0% of portfolio›$64.1K
Mainstream Capital Management LLC400
0.0% of portfolio›$64.1K
Allspring Global Investments Holdings, LLC392
0.0% of portfolio›$64.1K
Rossby Financial, LCC386
0.0% of portfolio›$61.9K
Insight Inv LLC386
0.0% of portfolio›$61.9K
Cedar Mountain Advisors, LLC382
0.0% of portfolio›$61.2K
Sima Wealth Partners, LLC375
0.0% of portfolio›$60.2K
Oakworth Capital, Inc.358
0.0% of portfolio›$57.4K
Balance Wealth Partners LLC354
0.0% of portfolio›$56.8K
CoreCap Advisors, LLC347
0.0% of portfolio›$55.6K
Loring Wolcott & Coolidge Fiduciary Advisors LLP340
0.0% of portfolio›$54.5K
Kentucky Trust Co325
0.0% of portfolio›$52.1K
Financial Network Wealth Advisors LLC322
0.1% of portfolio›$51.6K
GGM Financial LLC315
0.0% of portfolio›$50.5K
Ashton Thomas Securities, LLC314
0.0% of portfolio›$50.3K
Ashurst Perkins Coie Trust Co312
0.0% of portfolio›$50.0K
Trust Co of Toledo NA308
0.0% of portfolio›$49.4K
Edgemoor Investment Advisors, Inc.300
0.0% of portfolio›$48.1K
Caldwell Trust Co296
0.0% of portfolio›$47.5K
Independence Bank of Kentucky280
0.0% of portfolio›$44.9K
Jacobi Capital Management LLC280
0.0% of portfolio›$44.9K
Rydar Equities, Inc.278
0.0% of portfolio›$45.0K
Creative Capital Management Investments LLC273
0.0% of portfolio›$43.8K
Horizons Wealth Management270
0.0% of portfolio›$43.3K
Spire Wealth Management257
0.0% of portfolio›$41.2K
CX Institutional247
0.0% of portfolio›$40
UMB Private Wealth Management, LLC243
0.0% of portfolio›$39.0K
Legacy Bridge, LLC236
0.0% of portfolio›$37.8K
Richardson Financial Services Inc.224
0.0% of portfolio›$35.9K
Mosley Wealth Management221
0.0% of portfolio›$35.6K
Quaker Wealth Management, LLC221
0.0% of portfolio›$35.4K
Rosenberg Matthew Hamilton194
0.0% of portfolio›$31.1K
Wolff Wiese Magana LLC174
0.0% of portfolio›$27.9K
Signaturefd, LLC174
0.0% of portfolio›$27.9K
Physician Wealth Advisors, Inc.169
0.0% of portfolio›$27.1K
Albion Financial Group162
0.0% of portfolio›$26.0K
Washington Trust Advisors, Inc.162
0.0% of portfolio›$26.0K
True Wealth Design, LLC150
0.0% of portfolio›$24.1K
Holos Integrated Wealth LLC143
0.0% of portfolio›$22.8K
Ascentis Independent Advisors142
0.0% of portfolio›$22.8K
Compass Financial Management LLC130
0.0% of portfolio›$20.8K
Bank of New Hampshire128
0.0% of portfolio›$20.5K
North Star Investment Management Corp.127
0.0% of portfolio›$20.4K
Capital Investment Advisory Services, LLC126
0.0% of portfolio›$20.2K
Wealth Enhancement Trust Services, Inc.113
0.0% of portfolio›$18.1K
Cordgrass Capital Advisors, LLC112
0.0% of portfolio›$18.0K
EPG Wealth Management LLC108
0.0% of portfolio›$17.3K
Hughes Financial Services, LLC105
0.0% of portfolio›$17.5K
Team Financial Group, LLC104
0.0% of portfolio›$16.7K
DiNuzzo Private Wealth, Inc.104
0.0% of portfolio›$16.7K
Beacon Investment Advisory Services, Inc.103
0.0% of portfolio›$16.5K
Register Financial Advisors LLC101
0.0% of portfolio›$16.2K
Versant Capital Management, Inc100
0.0% of portfolio›$16.0K
Brown, Lisle Ings, Inc.96
0.0% of portfolio›$15.4K
Moisand Fitzgerald Tamayo, LLC80
0.0% of portfolio›$12.8K
Barrett & Company, Inc.80
0.0% of portfolio›$12.8K
Indiana Trust & Investment Management Co75
0.0% of portfolio›$12.0K
Murphy & Mullick Capital Management Corp70
0.0% of portfolio›$11.2K
Chung Wu Investment Group, LLC62
0.0% of portfolio›$9.9K
John Boyer, Inc.59
0.0% of portfolio›$9.5K
High Point Wealth Management, LLC54
0.0% of portfolio›$8.7K
United Financial Planning Group LLC52
0.0% of portfolio›$8.3K
Cullen T Bankers, Inc.48
0.0% of portfolio›$7.7K
StrongBox Wealth, LLC47
0.0% of portfolio›$7.5K
Dhjj Financial Advisors, Ltd.38
0.0% of portfolio›$6.1K
Main Street Group, LTD34
0.0% of portfolio›$5.5K
McCarley & Cook Financial Planners34
0.0% of portfolio›$5.5K
Archer Investment Corp30
0.0% of portfolio›$4.8K
Townsend Asset Management Corp25
0.0% of portfolio›$4.1K
Golden State Wealth Management, LLC21
0.0% of portfolio›$3.4K
Armor Investment Advisors, LLC20
0.0% of portfolio›$3.2K
Nvest Wealth Strategies, Inc.19
0.0% of portfolio›$3.0K
Thurston, Springer, Miller, Herd & Titak, Inc.18
0.0% of portfolio›$2.9K
Cape Investment Advisory, Inc.12
0.0% of portfolio›$1.9K
Fairman Group, LLC12
0.0% of portfolio›$1.9K
Abound Wealth Management9
0.0% of portfolio›$1.5K
Farmers & Merchants Trust Co of Chambersburg PA4
0.0% of portfolio›$1
Nova Financial LLC4
0.0% of portfolio›$642
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
493,015$79.0M0.1%ETFLowWaltham, MA2026-11-02
Truist Financial Corp
348,274$55.8M0.1%CoreLowCharlotte, NC2026-10-30
Beaumont Financial Advisors, LLC
250,003$40.1M2.5%GrowthMediumNeedham, MA2026-10-22
Heartwood Wealth Advisors LLC
196,760$31.5M2.5%ETFLowRichmond, VA2026-10-05
AlphaCore Capital LLC
172,833$27.7M0.4%ETFLowLa Jolla, CA2026-11-04
Schneider Downs Wealth Management Advisors, LP
172,527$27.7M2.6%ETFVery LowPittsburgh, PA2026-10-27
Kestra Private Wealth Services, LLC
154,845$24.8M0.3%GrowthLowAustin, TX2026-10-30
GHP Investment Advisors, Inc.
153,474$24.6M0.9%CoreVery LowDenver, CO2026-10-15
Sterling Financial Planning, Inc.
127,113$20.4M5.6%ETFVery LowSparta, NJ2026-10-28
Creative Planning
114,761$18.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Inspire Trust Co, N.A.
114,000$18.3M2.4%ValueLowReno, NV2026-11-05
Lee Financial Co
110,407$17.7M2.2%ETFVery LowDallas, TX2026-10-16
Probity Advisors, Inc.
109,821$17.6M2.5%ETFLowDallas, TX2026-10-23
Royal Fund Management, LLC
104,432$16.7M1.3%GrowthMediumLady Lake, FL2026-10-22
Cassaday & Co Wealth Management LLC
99,948$16.0M0.3%ETFVery LowMclean, VA2026-10-27
Keybank National Association
92,875$14.9M0.0%CoreLowBrooklyn, OH2026-11-04
Cambridge Investment Research Advisors, Inc.
88,743$14.2K0.0%ETFLowFairfield, IA2026-11-02
Lido Advisors, LLC
86,490$13.9M0.0%GrowthLowLos Angeles, CA2026-11-04
RTD Financial Advisors, Inc.
85,494$13.7M1.5%ETFLowPhiladelphia, PA2026-10-09
Fifth Third Bancorp
78,998$12.7M0.0%IndexVery LowCincinnati, OH2026-11-05
Kestra Advisory Services, LLC
74,330$11.9M0.0%CoreLowAustin, TX2026-11-02
Regions Financial Corp
68,658$11.0M0.1%CoreLowBirmingham, AL2026-11-05
Capital Advisors, Ltd. LLC
67,181$10.8K0.0%ETFLowShaker Heights, OH2026-10-27
Farther Finance Advisors, LLC
66,113$10.6M0.1%IndexLowSan Francisco, CA2026-10-08
US Bancorp \de\
64,896$10.4M0.0%IndexLowMinneapolis, MN2026-11-05
Pittenger & Anderson Inc
63,450$10.2M0.4%CoreLowLincoln, NE2026-11-02
Lake Street Private Wealth, LLC
63,358$10.2M1.1%GrowthLowChicago, IL2026-10-22
Rodgers & Associates, LTD
62,633$10.0M0.9%ETFVery LowLancaster, PA2026-10-20
Concurrent Investment Advisors, LLC
58,939$9.4M0.1%GrowthMediumTampa, FL2026-10-16
Stone Wealth Partners
58,368$9.4M3.3%ETFLowJefferson, LA2026-11-05
StoryOne LLC
57,835$9.3M4.2%ETFVery HighOverland Park, KS2026-10-13
StoryOne LLC
57,835$9.3M4.2%ETFVery HighOverland Park, KS2026-10-13
Salomon & Ludwin, LLC
57,533$9.2M0.8%ETFVery LowRichmond, VA2026-10-29
JFS Wealth Advisors, LLC
57,529$9.2M0.5%ETFVery LowHermitage, PA2026-11-03
Bank of New York Mellon Corp
57,051$9.1M0.0%CoreLowNew York, NY2026-11-05
Compound Planning, Inc.
53,659$8.6M0.2%CoreLowNew York, NY2026-11-05
PW Nova Financial Services LLC
52,796$8.5M1.7%ETFLowNewtown, PA2026-10-15
Sigma Planning Corp
51,321$8.2M0.2%GrowthMediumAnn Arbor, MI2026-10-23
Ifrah Financial Services, Inc.
49,379$7.9M2.0%ETFLowLittle Rock, AR2026-10-13
Clayton Financial Group LLC
48,601$7.8M4.1%ETFLowSt. Louis, MO2026-10-13
Independence Financial Advisors, LLC
46,017$7.4M1.9%ETFMediumFranklin, NH2026-10-08
Bokf, NA
43,864$7.0M0.1%CoreLowTulsa, OK2026-10-27
Cottage Street Advisors LLC
42,293$6.8M2.6%GrowthLowMarion, MA2026-10-19
Chicago Partners Investment Group LLC
41,073$6.6M0.1%GARPLowChicago, IL2026-10-27
Sowell Financial Services LLC
40,900$6.6M0.2%CoreLowNorth Little Rock, AR2026-10-23
Wealth Enhancement Advisory Services, LLC
39,922$6.4M0.0%CoreLowPlymouth, MN2026-10-13
Norden Group LLC
39,838$6.4M0.5%GrowthMediumProvo, UT2026-10-20
Centerpoint Advisors, LLC
38,867$6.2M2.0%ETFVery LowNeedham, MA2026-11-05
Pinkerton Wealth, LLC
37,281$6.0M0.9%CoreHighCoeur D Alene, ID2026-10-29
True Freedom Investing, LLC
37,106$5.9M0.9%CoreHighCoeur D'Alene, ID2026-10-29
San Luis Wealth Advisors LLC
34,419$5.5M0.8%CoreMediumSan Luis Obispo, CA2026-10-27
Taylor Financial Group, Inc.
33,325$5.3M2.9%CoreVery LowRoanoke, VA2026-11-02
Dumont & Blake Investment Advisors LLC
33,298$5.3M1.3%CoreVery LowPrinceton, NJ2026-10-28
Park Avenue Securities LLC
33,083$5.3K0.0%ETFMediumNew York, NY2026-10-26
MMA Asset Management LLC
32,785$5.3M1.7%ETFMediumNew York, NY2026-11-02
First Citizens Financial Corp
32,763$5.3M2.2%ETFLowMason City, IA2026-10-02
First Heartland Consultants, Inc.
32,139$5.2M0.3%ETFMediumLake St. Louis, MO2026-10-08
Veratis Advisors, Inc.
31,755$5.1M3.9%ETFN/ACary, NC2026-11-03
HB Wealth Management, LLC
30,950$5.0M0.0%IndexVery LowAtlanta, GA2026-10-23
Bfsg, LLC
30,519$4.9M0.4%CoreLowIrvine, CA2026-10-30
Pinnacle Associates LTD
29,904$4.8M0.1%CoreLowNew York, NY2026-10-20
Guidance Point Advisors, LLC
29,648$4.8M1.0%ETFVery LowWellesley, MA2026-10-15
Wilmington Savings Fund Society, FSB
29,563$4.7M0.1%CoreLowWilmington, DE2026-10-23
Neumann Capital Management, LLC
28,913$4.6M1.2%GrowthVery LowFoster City, CA2026-10-15
Mesirow Financial Investment Management, Inc.
28,677$4.6M0.1%CoreLowChicago, IL2026-11-05
Greenleaf Trust
27,704$4.4M0.0%CoreLowKalamazoo, MI2026-10-29
LTG Capital LLC
27,689$4.4M3.0%ETFLowFramingham, MA2026-11-04
Councilor Wealth, LLC
26,580$4.3M1.8%ETFLowBethesda, MD2026-10-09
First Horizon Corp
26,281$4.2M0.2%CoreLowMemphis, TN2026-10-26
Crestwood Advisors Group, LLC
25,392$4.1M0.1%GrowthLowBoston, MA2026-10-27
D.A. Davidson & Co.
24,784$4.0M0.0%CoreLowGreat Falls, MT2026-10-28
BKM Wealth Management, LLC
24,090$3.9M1.2%GrowthLowBrookfield, WI2026-10-22
Associated Banc-Corp
23,357$3.7M0.1%CoreLowGreen Bay, WI2026-10-30
Baring Financial LLC
23,189$3.7M2.0%ETFLowBellingham, WA2026-10-07
1834 Investment Advisors Co
23,020$3.7M0.4%ValueLowMilwaukee, WI2026-10-16
Choreo, LLC
22,425$3.6M0.0%IndexLowRockford, IL2026-10-28
Stevens Capital Partners
22,394$3.6M0.6%ETFVery LowOmaha, NE2026-10-29
Victory Financial Group, LLC
21,839$3.5M0.3%ETFLowAustin, TX2026-10-27
Arrow Investment Advisors, LLC
21,521$3.5M3.0%Agg GrowthMediumLaurel, MD2026-11-02
Asset Dedication, LLC
18,901$3.0M0.2%ETFLowSan Francisco, CA2026-11-03
MSH Capital Advisors LLC
18,611$3.0M0.5%CoreLowScottsdale, AZ2026-11-03
Soltis Investment Advisors LLC
18,342$2.9M0.1%CoreMediumSt. George, UT2026-10-28
Courier Capital LLC
17,506$2.8M0.1%ETFLowBuffalo, NY2026-10-19
Serenity Investment Advisors
17,427$2.8M1.2%ETFVery LowChicago, IL2026-10-30
J.W. Cole Advisors, Inc.
17,108$2.7M0.0%IndexLowTampa, FL2026-11-05
Trail Ridge Investment Advisors, LLC
16,974$2.7M1.2%CoreLowFort Collins, CO2026-10-16
USA Financial Formulas
16,919$2.7M0.5%ETFVery HighAda, MI2026-10-16
Lee, Kelleher & Klein Wealth Management
16,882$2.7M1.4%ETFVery LowEllicott City, MD2026-10-08
Diversified Management Inc
16,688$2.7M0.5%CoreVery LowMilwaukee, WI2026-10-08
Droms Strauss Advisors Inc
16,558$2.7M0.6%ETFLowSt. Louis, MO2026-11-03
Fortress Financial Group, LLC
16,523$2.6M1.3%ETFMediumRochester, MN2026-10-21
Connecticut Wealth Management, LLC
16,497$2.6M0.1%ETFLowFarmington, CT2026-10-13
Dominguez Wealth Management Solutions, Inc.
15,914$2.6M1.4%CoreVery LowWilliamsburg, VA2026-10-07
Parallel Advisors, LLC
15,545$2.5M0.0%IndexLowSan Francisco, CA2026-11-03
Ullmann Wealth Partners Group, LLC
15,238$2.4M0.2%ETFLowJacksonville Beach, FL2026-11-02
InvesTrust
15,195$2.4M1.0%CoreLowOklahoma City, OK2026-10-14
Sonata Capital Group Inc
14,927$2.4M0.8%ETFVery LowSeattle, WA2026-10-19
Sylvest Advisors, LLC
14,913$2.4M1.1%ETFMediumDallas, TX2026-10-26
Capital Squared Financial LLC
14,271$2.3M1.5%ETFVery LowRockville, MD2026-10-30
Pathway Financial Advisors LLC
14,261$2.3M0.3%ETFLowSouth Burlington, VT2026-10-07
Greenup Street Wealth Management LLC
14,038$2.3M0.3%ETFMediumOverland Park, KS2026-10-28
Columbia Bank
13,424$2.2M0.5%GrowthLowLake Oswego, OR2026-10-29
Mather Group, Llc.
13,297$2.1M0.0%ETFMediumChicago, IL2026-10-14
City Holding Co
13,180$2.1M0.2%CoreLowCharleston, WV2026-10-19
Citigroup Inc
13,065$2.1M0.0%CoreMediumNew York, NY2026-11-04
American Financial & TAX Strategies Inc
13,014$2.1M1.0%ETFVery LowNew York, NY2026-10-16
Capital Square, LLC
12,560$2.0M0.9%YieldMediumAthens, TN2026-10-19
White Lighthouse Investment Management Inc.
12,559$2.0M0.2%ETFVery LowBedford, MA2026-10-21
Transcendent Capital Group LLC
12,142$1.9M0.8%ETFMediumEdmond, OK2026-10-28
First Merchants Corp
11,906$1.9M0.1%GrowthLowMuncie, IN2026-10-15
Ashton Thomas Private Wealth, LLC
11,902$1.9M0.0%CoreMediumScottsdale, AZ2026-11-03
Prime Capital Investment Advisors, LLC
11,686$1.9M0.0%ETFLowOverland Park, KS2026-10-20
Ironwood Financial, llc
11,677$1.9M0.3%ETFLowTucson, AZ2026-10-20
TD Private Client Wealth LLC
11,643$1.9M0.0%ETFLowNew York, NY2026-10-28
Oarsman Capital, Inc.
11,503$1.8M0.2%ETFLowMilwaukee, WI2026-11-05
Avior Wealth Management, LLC
10,811$1.7M0.0%ETFMediumOmaha, NE2026-10-13
Cranbrook Wealth Management, LLC
10,590$1.7M0.3%ETFVery LowBloomfield Hills, MI2026-10-28
Newton One Investments LLC
10,342$1.7M0.4%ETFVery LowNewark, DE2026-10-14
Crusonia Wealth Advisors LLC
10,311$1.7M0.2%ETFVery LowDenver, CO2026-10-26
Beaumont Asset Management, L.L.C.
9,934$1.6M0.6%ETFLowBeaumont, TX2026-10-16
Brookstone Capital Management
9,410$1.5M0.0%ETFMediumWheaton, IL2026-10-22
Nations Financial Group Inc,
9,242$1.5M0.1%CoreLowCedar Rapids, IA2026-11-05
Parkside Financial Bank & Trust
9,065$1.5M0.1%CoreVery LowSaint Louis, MO2026-10-27
First Hawaiian Bank
8,972$1.4M0.2%ETFVery LowHonolulu, HI2026-10-14
Wealthcare Advisory Partners LLC
8,780$1.4M0.0%ETFLowWest Chester, PA2026-10-21
Willner & Heller, LLC
8,682$1.4M0.9%GrowthLowEncino, CA2026-10-28
Midwest Trust Co
8,516$1.4M0.0%CoreLowOverland Park, KS2026-10-22
Joel Isaacson & Co., LLC
8,406$1.3M0.0%ETFVery LowNew York, NY2026-11-05
Modera Wealth Management, LLC
8,364$1.3M0.0%ETFVery LowWestwood, NJ2026-10-28
Atria Investments, Inc
8,251$1.3M0.0%CoreMediumCharlotte, NC2026-10-15
McKinley Carter Wealth Services, Inc.
8,135$1.3M0.1%ETFMediumWheeling, WV2026-10-16
Patten Group, Inc.
8,007$1.3M0.2%CoreLowChattanooga, TN2026-10-26
Prospera Financial Services Inc
8,003$1.3M0.0%CoreMediumDallas, TX2026-11-04
Vicus Capital
7,862$1.3M0.1%ETFMediumState College, PA2026-11-05
Hurley Capital, LLC
7,819$1.3M0.6%GARPMediumNew York, NY2026-11-05
Mission Wealth Management, LP
7,615$1.2M0.0%ETFLowSanta Barbara, CA2026-10-15
Buck Wealth Strategies, LLC
7,294$1.2M0.1%ValueMediumDenver, CO2026-10-28
Acropolis Investment Management, LLC
7,212$1.2M0.0%ETFLowSt. Louis, MO2026-10-08
Patriot Investment Management Group, Inc.
7,209$1.2M0.1%ETFVery LowKnoxville, TN2026-10-15
Founders Grove Wealth Partners, LLC
7,171$1.1M0.2%ETFLowRichmond, VA2026-10-16
Glass Jacobson Investment Advisors llc
6,959$1.1M0.3%ETFLowOwings Mills, MD2026-10-26
Citizens Financial Group Inc
6,959$1.1M0.0%GrowthLowProvidence, RI2026-10-23
Signature Equity Partners, LLC
6,920$1.1M0.4%GrowthMediumColumbus, OH2026-10-29
VestGen Advisors, LLC
6,916$1.1M0.0%GrowthMediumChicago, IL2026-10-27
Quadcap Wealth Management, LLC
6,853$1.1M0.1%ETFLowFrisco, TX2026-11-02
Key FInancial Inc
6,840$1.1M0.2%ETFLowWest Chester, PA2026-11-02
Daymark Wealth Partners, LLC
6,819$1.1M0.0%CoreLowCincinnati, OH2026-11-04
Strategic Wealth Investment Group, LLC
6,674$1.1M0.1%GrowthLowLouisville, KY2026-10-29
Christensen, King & Associates Investment Services, Inc.
6,666$1.1M0.4%ETFVery LowRichland, WA2026-10-22
MCF Advisors LLC
6,636$1.1M0.0%ETFLowLexington, KY2026-10-28
Wedmont Private Capital
6,514$1.1M0.0%IndexVery LowWest Chester, PA2026-10-09
PKS Advisory Services, LLC
6,513$1.2M0.2%ETFMediumAlbany, NY2026-10-26
NBT Bank, N.A.
6,477$1.0M0.1%CoreLowNorwich, NY2026-10-21
Jnba Financial Advisors
6,404$1.0M0.1%ETFMediumBloomington, MN2026-11-03
Farmers & Merchants Investments Inc
6,350$1.0M0.0%CoreVery LowLincoln, NE2026-10-22
Strategic Family Wealth Counselors, L.L.C.
6,285$1.0M0.2%ETFVery LowFairfield, NJ2026-10-29
Fifth Third Securities, Inc.
6,281$1.0M0.1%ETFLowCincinnati, OH2026-10-21
Harbor Investment Advisory, LLC
6,172$989.6K0.1%GrowthLowLutherville, MD2026-10-13
Financial Management Network Inc
6,150$1.0M0.1%ETFLowMission Viejo, CA2026-10-09
Fortitude Family Office, LLC
6,088$976.1K0.2%ETFMediumScottsdale, AZ2026-10-14
Finley Financial, LLC
6,055$975.3K0.4%ETFVery LowLas Vegas, NV2026-10-28
Guerra PAN Advisors, LLC
5,814$927.5K0.5%GrowthVery LowMontclair, NJ2026-10-26
Kendall Capital Management
5,690$912.3K0.2%GARPLowRockville, MD2026-10-23
Cannon Financial Strategists, Inc.
5,629$902.5K0.1%ETFVery LowAthens, GA2026-10-19
IFP Advisors, Inc
5,548$889.5K0.0%GrowthLowTampa, FL2026-10-16
Aspiriant, LLC
5,468$876.7K0.0%ETFVery LowLos Angeles, CA2026-10-16
Apollon Wealth Management, LLC
5,454$874.5K0.0%GrowthLowMount Pleasant, SC2026-10-23
NorthAvenue LLC
5,448$873.5K0.6%ETFVery LowColumbus, OH2026-10-29
Claro Advisors Inc.
5,315$852.3K0.1%CoreLowBoston, MA2026-11-02
Signature Wealth Management Partners, LLC
5,232$838.8K0.4%GrowthVery LowMontvale, NJ2026-10-21
Richards, Merrill & Peterson, Inc.
5,175$829.7K0.3%GrowthLowSpokane, WA2026-10-19
Davenport & Co LLC
5,004$802.3K0.0%CoreMediumRichmond, VA2026-10-14
Hazlett, Burt & Watson, Inc.
5,002$483.3K0.3%CoreVery LowWheeling, WV2026-11-04
Allen Investment Management, LLC
5,000$801.7K0.0%MomentumMediumNew York, NY2026-11-03
Vaughan & Co Securities, Inc.
4,940$792.0K0.4%ETFVery LowRidgewood, NJ2026-10-23
Principle Wealth Partners LLC
4,910$787.4K0.0%CoreVery LowMadison, CT2026-11-02
FC Advisory LLC
4,907$786.7K0.2%ETFVery LowWest Chester, PA2026-10-05
Trilogy Capital Inc.
4,843$776.5K0.0%ETFMediumIrvine, CA2026-10-20
Stackstone Wealth, LLC
4,824$773.5K0.1%CoreN/ADubuque, IA2026-10-19
AWM Capital, LLC
4,718$756.4K0.1%ETFLowPhoenix, AZ2026-10-16
Montecito Bank & Trust
4,712$755.5K0.1%GrowthVery LowSanta Barbara, CA2026-10-01
Gerald Baker Financial Group LLC
4,639$743.8K0.2%GARPLowArlington, TX2026-10-09
Power Wealth Management LLC
4,637$743.5K0.3%ETFLowAlpharetta, GA2026-10-27
Hickory Point Bank & Trust
4,464$715.7K0.4%CoreVery LowDecatur, IL2026-10-01
Ellis Investment Partners, LLC
4,432$710.7K0.1%ETFLowBerwyn, PA2026-10-21
Vise Technologies, Inc.
4,398$705.2K0.0%IndexLowNew York, NY2026-10-29
Tannin Capital LLC
4,391$704.0K0.5%CoreMediumCharlotte, NC2026-11-05
Shoker Investment Counsel, Inc.
4,367$700.2K0.2%CoreVery LowOxford, OH2026-11-04
Meridian Wealth Management, LLC
4,287$687.4K0.0%GrowthLowLexington, KY2026-11-05
Pinnacle Wealth Management Advisory Group, LLC
4,264$683.6K0.0%GrowthLowRed Bank, NJ2026-10-23
Allstreet Capital Advisors LLC
4,250$681.4K0.4%ETFVery LowLos Angeles, CA2026-11-04
Pension & Wealth Management Advisors, Inc.
4,200$673.5K0.2%ETFLowWaltham, MA2026-10-16
Fragasso Financial Advisors Inc
4,107$667.8K0.0%ETFLowSewickley, PA2026-10-13
Forbes Financial Planning, Inc.
4,080$654.2K0.4%ETFLowEast Greenwich, RI2026-10-23
Valeo Financial Advisors, LLC
4,012$643.2K0.0%ETFLowCarmel, IN2026-10-08
Keenan, LLC
4,007$642.5K0.4%ETFLowBoston, MA2026-10-23
Destiny Capital Corp
3,970$636.5K0.3%ETFVery LowDenver, CO2026-11-03
Fulton Bank, N.A.
3,952$633.6K0.0%CoreLowLancaster, PA2026-10-14
Oppenheimer & Co Inc
3,906$626.2K0.0%CoreLowNew York, NY2026-10-26
Sprinkle Financial Consultants LLC
3,897$624.9K0.2%ETFLowLittleton, CO2026-10-09
Meridian Financial Advisors, LLC
3,862$619.2K0.3%ETFVery LowHolliston, MA2026-10-14
Midland Wealth Advisors, LLC
3,848$617.0K0.0%ETFLowEffingham, IL2026-10-26
Paragon Private Wealth Management, LLC
3,799$609.1K0.2%GrowthLowLexington, KY2026-10-20
Krilogy Financial LLC
3,742$607.3K0.0%GrowthLowSt. Louis, MO2026-10-13
Avidian Wealth Enterprises, LLC
3,725$597.2K0.0%ETFLowHouston, TX2026-10-08
Saxon Interests, Inc.
3,721$596.6K0.2%ETFMediumHouston, TX2026-10-26
Tctc Holdings, LLC
3,700$593.2K0.0%ValueVery LowDallas, TX2026-11-02
Investmark Advisory Group LLC
3,665$587.6K0.2%ETFVery LowShelton, CT2026-10-27
Bangor Savings Bank
3,613$579.3K0.0%ETFLowBangor, ME2026-10-06
jvl associates llc
3,605$578.0K0.2%ETFLowWyoming, MI2026-10-09
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
3,604$577.9K0.0%ETFMediumWestlake, OH2026-10-14
Independent Financial Group, LLC
3,549$569.0K0.0%GrowthLowSan Diego, CA2026-10-13
Plante Moran Financial Advisors, LLC
3,492$559.9K0.0%ETFVery LowSouthfield, MI2026-11-04
M Holdings Securities, Inc.
3,463$559.0K0.2%ETFHighPortland, OR2026-11-03
One Day In July LLC
3,462$555.1K0.0%ETFVery LowBurlington, VT2026-10-30
Wiregrass Investment Management LLC
3,395$544.3K0.4%CoreMediumThomasville, GA2026-11-05
Calamos Wealth Management LLC
3,341$535.7K0.0%GrowthMediumNaperville, IL2026-11-02
Fifth Third Wealth Advisors LLC
3,280$525.9K0.0%IndexVery LowCincinnati, OH2026-10-22
Tred Avon Family Wealth, LLC
3,249$520.9K0.2%CoreLowEaston, MD2026-10-20
Decker Wealth Management LLC
3,221$516.4K0.1%MomentumLowNashville, TN2026-10-09
Nixon Peabody Trust Co
3,215$515.5K0.0%GrowthLowBoston, MA2026-10-23
Venture Visionary Partners LLC
3,199$512.9K0.0%CoreLowSylvania, OH2026-10-07
Tritonpoint Wealth, LLC
3,172$508.6K0.1%CoreLowChevy Chase, MD2026-10-19
Old National Bancorp
3,164$507.3K0.0%CoreLowEvansville, IN2026-10-20
Diversify Advisory Services, LLC
3,162$509.1K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
3,162$509.1K0.0%GrowthMediumSandy, UT2026-10-20
Y-Intercept (Hong Kong) Ltd
3,103$497.5K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Traynor Capital Management, Inc.
3,095$496.3K0.0%GrowthLowMalvern, PA2026-10-29
Atlantic Edge Private Wealth Management, LLC
3,077$493.3K0.1%CoreLowJacksonville, FL2026-10-20
Inspirion Wealth Advisors, LLC
3,058$490.3K0.1%ETFMediumLibertyville, IL2026-10-09
Focused Alpha, LLC
3,040$487.3K0.1%CoreMediumDenver, CO2026-10-20
Trueblood Wealth Management, LLC
2,972$476.5K0.2%CoreLowLima, OH2026-10-23
Breakwater Capital Group
2,966$475.6K0.1%ETFLowParamus, NJ2026-10-09
Bison Wealth, LLC
2,966$481.4K0.0%GrowthMediumAtlanta, GA2026-10-13
Procyon Advisors, LLC
2,959$474.4K0.0%CoreVery LowShelton, CT2026-10-21
Tenet Wealth Partners, LLC
2,957$474.2K0.3%ETFN/AChampaign, IL2026-10-19
WealthPlan Investment Management, LLC
2,871$460.3K0.0%GrowthMediumOmaha, NE2026-10-15
Brown Miller Wealth Management, LLC
2,860$458.5K0.1%GrowthLowMclean, VA2026-11-02
StoneX Group Inc.
2,853$480.5K0.0%ETFMediumNew York, NY2026-11-03
Liberty Capital Management, Inc.
2,837$454.8K0.1%CoreVery LowBirmingham, MI2026-11-02
Signature Estate & Investment Advisors LLC
2,789$447.1K0.0%ETFMediumLos Angeles, CA2026-10-13
Cambridge Financial Group, LLC
2,745$490.3K0.2%ETFLowTucson, AZ2026-10-06
Laurel OAK Wealth Management, LLC
2,744$439.9K0.1%GrowthLowMarlton, NJ2026-10-19
Kingswood Wealth Advisors, LLC
2,717$435.6K0.0%GrowthLowSan Diego, CA2026-10-23
Conning Inc.
2,707$434.0K0.0%CoreMediumHartford, CT2026-10-27
Grove Bank & Trust
2,691$431.4K0.0%ETFLowMiami, FL2026-10-08
Crescent Grove Advisors, LLC
2,669$427.9K0.0%ETFLowLake Forest, IL2026-10-21
Private Trust Co NA
2,669$427.9K0.0%CoreLowCleveland, OH2026-10-20
ZWJ Investment Counsel Inc
2,602$417.2K0.0%CoreLowAtlanta, GA2026-10-15
Park Edge Advisors, LLC
2,600$416.9K0.1%CoreMediumCleveland, OH2026-10-28
First Financial Bank - Trust Division
2,591$415.4K0.0%CoreLowHamilton, OH2026-10-01
Atlas Brown,Inc.
2,589$415.2K0.1%GrowthLowLouisville, KY2026-10-09
Compass Ion Advisors, LLC
2,583$414.1K0.0%ETFVery LowConshohocken, PA2026-10-23
King Luther Capital Management Corp
2,582$414.0K0.0%CoreLowFort Worth, TX2026-11-05
Total Clarity Wealth Management, Inc.
2,565$411.2K0.1%ETFMediumSt. Charles, IL2026-10-26
Sensible Money, LLC
2,542$407.6K0.1%ETFVery LowScottsdale, AZ2026-10-20
Essex LLC
2,530$405.6K0.1%ETFLowDeer Park, IL2026-10-14
Prosperity Planning, Inc.
2,501$401.0K0.1%ETFVery LowNorth Kansas City, MO2026-10-09
Renasant Bank
2,500$400.8K0.3%CoreMediumTupelo, MS2026-11-05
Roberts Financial Services LLC
2,457$394.0K0.1%ETFLowMarquette, MI2026-10-23
21 West Wealth Management LLC
2,432$389.9K0.3%ETFLowTustin, CA2026-10-13
Dynamic Advisor Solutions LLC
2,413$386.9K0.0%ETFLowPhoenix, AZ2026-10-13
Gibbs Wealth Management
2,408$386.1K0.0%CoreLowAlpharetta, GA2026-10-22
Central Bank & Trust Co
2,382$381.9K0.1%GrowthLowLexington, KY2026-10-09
NTV Asset Management LLC
2,377$381.1K0.0%GrowthLowCharleston, WV2026-10-23
Bestgate Wealth Advisors, LLC
2,353$377.3K0.2%ETFLowFrederick, MD2026-10-13
YHB Investment Advisors, Inc.
2,346$376.1K0.0%GrowthLowWest Hartford, CT2026-10-08
Burke & Herbert Bank & Trust Co
2,330$373.6K0.1%CoreVery LowAlexandria, VA2026-11-02
Blackston Financial Advisory Group, LLC
2,328$373.2K0.2%ETFLowThe Villages, FL2026-11-04
Simplicity Wealth,LLC
2,326$372.9K0.0%ETFLowSummit, NJ2026-10-23
LaFleur & Godfrey LLC
2,300$368.8K0.0%GrowthLowGrand Rapids, MI2026-10-27
Ackerman Capital Advisors, LLC
2,300$368.8K0.1%ETFLowDallas, TX2026-10-30
CFS Investment Advisory Services, LLC
2,285$374.7K0.0%ETFMediumTotowa, NJ2026-10-19
GC Wealth Management RIA, LLC
2,254$361.4K0.0%GrowthMediumCambridge, MA2026-11-02
Clarity Asset Management, Inc.
2,253$361.2K0.2%ETFHighAmes, IA2026-10-14
Essential Planning, Llc.
2,229$357.4K0.1%ETFLowPortsmouth, NH2026-10-21
Verdence Capital Advisors LLC
2,224$356.5K0.0%CoreMediumHunt Valley, MD2026-10-26
Rainey & Randall Wealth Advisors Inc.
2,215$355.1K0.1%ETFVery LowCelebration, FL2026-10-26
Evergreen Private Wealth LLC
2,205$353.6K0.1%CoreLowGreenwood Village, CO2026-10-30
Summit Financial Strategies, Inc.
2,197$352.2K0.0%ETFLowColumbus, OH2026-10-14
Blue Trust, Inc.
2,191$351.3K0.0%ETFLowBrentwood, TN2026-10-15
Sterling Investment Counsel, LLC
2,191$351.4K0.1%GrowthLowBuffalo, NY2026-10-19
Sapient Capital LLC
2,184$350.2K0.0%GrowthMediumIndianapolis, IN2026-10-08
Trust Co of Vermont
2,168$347.6K0.0%CoreVery LowBrattleboro, VT2026-10-21
Kohmann Bosshard Financial Services, LLC
2,150$344.7K0.0%ETFLowFairlawn, OH2026-11-04
CRA Financial Services, LLC
2,100$336.7K0.0%ETFVery LowNorthfield, NJ2026-10-16
Armstrong, Fleming & Moore, Inc
2,033$326.0K0.1%GrowthVery LowWashington, DC2026-10-28
Equity Wealth Partners, LLC
2,031$325.7K0.1%ETFVery LowIndependence, MO2026-10-26
Capital Investment Advisors, LLC
2,008$322.0K0.0%CoreLowAtlanta, GA2026-10-22
Manchester Capital Management LLC
2,000$320.7K0.0%CoreLowManchester, VT2026-10-22
Apollon Financial, LLC
2,000$320.7K0.0%ETFVery LowMount Pleasant, SC2026-10-23
Sigma Investment Counselors Inc
1,992$319.4K0.0%ETFLowNorthville, MI2026-10-27
Perigon Wealth Management, LLC
1,991$319.3K0.0%GrowthLowSan Francisco, CA2026-10-22
Brighton Jones LLC
1,968$315.6K0.0%CoreVery LowSeattle, WA2026-11-03
Marin Bay Wealth Advisors, LLC
1,966$315.3K0.2%GrowthLowSan Anselmo, CA2026-10-28
Compton Wealth Advisory Group, LLC
1,955$314.9K0.1%ETFVery LowVirginia Beach, VA2026-10-13
Congress Asset Management Co
1,942$311.4K0.0%GrowthMediumBoston, MA2026-10-06
Financial Solutions Advisory Group, Inc.
1,931$307.0K0.0%ETFMediumChicago, IL2026-10-28
Florida Trust Wealth Management Co
1,920$307.8K0.0%CoreVery LowSanibel, FL2026-11-05
Wedbush Securities Inc
1,913$3070.0%CoreLowPasadena, CA2026-10-22
Northern Lights Advisors, Inc.
1,877$301.0K0.2%ETFVery LowSeattle, WA2026-10-21
Confluence Wealth Services, Inc.
1,866$299.2K0.0%ETFVery LowMcmurray, PA2026-11-05
Sentinel Advisory Group, LLC
1,861$298.4K0.1%ETFVery LowMiddleton, WI2026-10-20
Optimist Retirement Group LLC
1,853$297.1K0.1%ValueLowBellevue, WA2026-10-30
Bensler, LLC
1,852$297.0K0.0%MomentumMediumBellevue, WA2026-11-05
Intrua Financial, LLC
1,845$295.8K0.0%ETFMediumHouston, TX2026-10-28
Gen-Wealth Partners Inc
1,833$293.9K0.1%CoreLowZeeland, MI2026-11-04
Paragon Capital Management Ltd
1,831$293.6K0.1%CoreVery LowDenver, CO2026-10-09
Net Worth Advisory Group
1,822$293.4K0.1%GARPMediumSandy, UT2026-10-20
Vann Equity Management LLC
1,792$287.3K0.2%GrowthMediumPlano, TX2026-10-08
RFG Advisory, LLC
1,782$285.7K0.0%ETFMediumBirmingham, AL2026-11-03
Valley National Advisers Inc
1,780$285.4K0.0%ETFLowBethlehem, PA2026-10-23
PFG Private Wealth Management, LLC
1,766$283.1K0.1%ETFHighLutz, FL2026-10-15
Convergence Financial, LLC
1,766$283.1K0.0%ETFMediumColumbia, MO2026-10-27
AdvisorNet Financial, Inc
1,740$276.9K0.0%ETFLowMinnetonka, MN2026-10-15
Capital Investment Counsel, LLC
1,728$277.1K0.0%CoreLowDenver, CO2026-10-14
BAR Harbor Wealth Management
1,668$267.4K0.0%CoreLowConcord, NH2026-10-21
Eagle Strategies LLC
1,666$267.2K0.0%ETFLowNew York, NY2026-10-16
Orba Wealth Advisors, L.L.C.
1,630$261.3K0.2%ETFMediumChicago, IL2026-10-23
OpenArc Corporate Advisory, LLC
1,614$258.8K0.0%GrowthLowAtlanta, GA2026-10-21
Eastern Bank
1,610$258.1K0.0%GrowthMediumBoston, MA2026-10-05
Heritage Investors Management Corp
1,600$2570.0%CoreVery LowBethesda, MD2026-10-29
Synergy Asset Management, LLC
1,600$256.5K0.0%GrowthHighVancouver, WA2026-11-05
Segment Wealth Management, LLC
1,600$256.5K0.0%CoreLowHouston, TX2026-10-26
Balboa Wealth Partners
1,599$256.4K0.0%Agg GrowthMediumScottsdale, AZ2026-10-20
Elevation Point Wealth Partners, LLC
1,597$256.1K0.0%CoreHighDenver, CO2026-11-05
Flagstar Securities, Inc
1,590$254.9K0.1%ETFVery LowNew York, NY2026-10-15
Twelve Points Wealth Management LLC
1,560$256.4K0.0%ETFMediumConcord, MA2026-11-03
Ritholtz Wealth Management
1,539$246.7K0.0%IndexLowNew York, NY2026-11-05
Verity Asset Management, Inc.
1,526$245.1K0.1%CoreMediumDurham, NC2026-10-30
Decision Investments, Inc
1,526$244.7K0.2%GrowthLowSan Diego, CA2026-10-07
IFG Advisors, LLC
1,510$242.2K0.0%ETFVery LowSt. Louis, MO2026-10-15
Tranquility Partners, LLC
1,506$241.5K0.1%CoreLowBrentwood, TN2026-10-20
Cutler Investment Counsel LLC
1,502$240.8K0.0%CoreLowJacksonville, OR2026-10-28
Portside Wealth Group, LLC
1,497$240.1K0.0%CoreMediumProvo, UT2026-10-20
Garde Capital, Inc.
1,477$236.8K0.0%ETFLowSeattle, WA2026-10-29
Cooper S Advisors, LLC
1,472$236.0K0.1%ETFLowVictor, NY2026-11-03
Amplius Wealth Advisors, LLC
1,458$233.8K0.0%ETFLowBlue Bell, PA2026-10-20
Cornell Pochily Investment Advisors, Inc.
1,458$233.8K0.1%CoreLowIthaca, NY2026-10-19
Ascent Group, LLC
1,457$233.6K0.0%CoreLowVirginia Beach, VA2026-10-30
Breachway Investments LLC
1,455$233.3K0.4%ETFLowCharlestown, RI2026-10-19
BridgePort Financial Solutions, LLC
1,453$233.0K0.1%ETFLowFairfield, IA2026-11-02
Hoxton Planning & Management, LLC
1,449$232.3K0.1%ETFLowShepherdstown, WV2026-10-15
Security Financial Services, Inc.
1,440$230.9K0.0%ETFMediumFort Wayne, IN2026-10-29
Noble Family Wealth, LLC
1,432$229.6K0.0%ETFVery LowClearwater, FL2026-10-26
Freedom Day Solutions, LLC
1,417$227.2K0.1%CoreLowHouston, TX2026-10-20
D.B. Root & Company, LLC
1,412$226.3K0.0%ETFLowPittsburgh, PA2026-11-04
TCI Wealth Advisors, Inc.
1,394$223.5K0.0%ETFLowTucson, AZ2026-10-30
Three Seasons Wealth, LLC
1,389$222.7K0.0%GrowthMediumSalt Lake City, UT2026-11-03
B. Riley Wealth Advisors, Inc.
1,383$221.7K0.0%GrowthLowMemphis, TN2026-10-13
Allodium Investment Consultants, LLC
1,379$221.1K0.1%ETFVery LowMinneapolis, MN2026-10-14
Silverlake Wealth Management LLC
1,343$215.3K0.0%ETFLowWilliston, VT2026-10-21
Cahaba Wealth Management, Inc.
1,324$212.3K0.0%ETFVery LowAtlanta, GA2026-10-26
Equitable Trust Co
1,322$212.0K0.0%CoreLowNashville, TN2026-10-13
Fee-Only Financial Planning, L.C.
1,320$211.6K0.1%ETFVery LowOkatie, SC2026-10-23
Anchor Capital Advisors LLC
1,318$211.3K0.0%ValueMediumBoston, MA2026-11-05
Larson Financial Group LLC
1,305$209.3K0.0%GrowthLowSt Louis, MO2026-11-05
Strategic Blueprint, LLC
1,278$205.0K0.0%ETFLowAtlanta, GA2026-10-22
Childress Capital Advisors, LLC
1,277$204.7K0.0%GARPMediumHouston, TX2026-10-28
Clear Trail Advisors, LLC
1,261$202.2K0.0%CoreLowHouston, TX2026-10-20
Ferguson Wellman Capital Management, Inc
1,259$201.9K0.0%CoreLowPortland, OR2026-10-05
Summit Wealth Group LLC / Co
1,255$201.2K0.0%ETFHighColorado Springs, CO2026-10-29
Alpine Bank Wealth Management
1,250$200.4K0.0%ETFHighGrand Junction, CO2026-10-16
Apella Capital, LLC
1,244$201.0K0.0%ETFVery LowWest Hartford, CT2026-10-08
Piedmont Capital Management, LLC
1,209$193.8K0.1%CoreLowGreensboro, NC2026-10-21
Laurel Wealth Advisors LLC
1,150$184.4K0.0%CoreVery LowCharlotte, NC2026-10-27
Assetmark, Inc
1,133$181.7K0.0%ETFLowConcord, CA2026-10-21
Transce3nd, LLC
1,095$177.5K0.2%GrowthLowBuda, TX2026-10-26
Central Trust Co
1,076$172.5K0.0%CoreLowJefferson City, MO2026-11-05
Financial Consulate, Inc
1,073$172.0K0.0%ETFLowHunt Valley, MD2026-10-23
United Community Bank
1,047$167.9K0.1%CoreLowGreenville, SC2026-10-28
Community Financial Services Group, LLC
1,023$164.8K0.0%GrowthLowNewport, VT2026-10-15
Duncker Streett & Co Inc
1,007$161.5K0.0%GrowthLowSt. Louis, MO2026-10-27
TD Waterhouse Canada Inc.
1,000$161.1K0.0%CoreLowToronto, Australia2026-10-16
Security National Bank
954$153.0K0.0%GrowthLowOmaha, NE2026-10-26
MV Capital Management, Inc.
927$148.6K0.0%ETFLowBethesda, MD2026-10-29
Latitude Advisors, LLC
919$147.3K0.0%ETFLowYorkville, IL2026-10-27
Mechanics Financial Corp
916$146.9K0.1%CoreVery LowMansfield, OH2026-11-05
Evermay Wealth Management LLC
913$146.4K0.0%ETFLowArlington, VA2026-11-05
Chilton Capital Management LLC
800$128.3K0.0%GrowthMediumHouston, TX2026-10-28
Gamma Investing LLC
767$123.0K0.0%IndexVery LowFoster City, CA2026-10-08
Friedenthal Financial
712$114.2K0.0%ETFHighMarlton, NJ2026-10-27
Creative Financial Designs Inc
664$106.5K0.0%ETFMediumKokomo, IN2026-11-04
Atwood & Palmer Inc
658$105.5K0.0%CoreVery LowKansas City, MO2026-10-08
MidAtlantic Capital Management, Inc.
658$105.5K0.1%ETFVery LowRichmond, VA2026-11-05
Angeles Wealth Management, LLC
635$101.8K0.0%ETFLowSanta Monica, CA2026-10-26
Financial Perspectives, Inc
614$98.5K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Gilpin Wealth Management, LLC
610$97.8K0.1%GrowthLowDenver, CO2026-10-09
Princeton Global Asset Management LLC
610$97.8K0.0%GrowthLowPrinceton, NJ2026-10-21
EverSource Wealth Advisors, LLC
603$96.7K0.0%CoreMediumBirmingham, AL2026-11-04
First Financial Corp
600$96.2K0.0%CoreVery LowTerre Haute, IN2026-10-13
Woodard & Co Asset Management Group Inc
570$91.4K0.0%ETFMediumBermuda Run, NC2026-11-03
Sunrise Financial Services, LLC
561$89.9K0.0%ETFMediumBurien, WA2026-10-21
First United Bank & Trust
550$88.2K0.0%CoreLowOakland, MD2026-10-22
Kings Path Partners LLC
546$87.5K0.0%ETFVery LowSugar Land, TX2026-10-21
Silver Grove Financial Group, Inc.
536$85.9K0.0%CoreMediumOrchard Park, NY2026-11-05
MassMutual Private Wealth & Trust, FSB
530$85.0K0.0%CoreLowSpringfield, MA2026-10-05
Monetary Solutions, Ltd
526$84.3K0.1%ETFVery LowDayton, OH2026-10-22
Country Trust Bank
524$84.0K0.0%GrowthLowBloomington, IL2026-10-30
Peachtree Investment Partners, LLC
521$83.5K0.0%MomentumLowIndian River Shores,, FL2026-11-05
Root Financial Partners, LLC
515$82.6K0.0%ETFMediumEncinitas, CA2026-10-21
Hilltop National Bank
500$80.2K0.0%CoreLowCasper, WY2026-10-14
Bullock Wealth Management Group
472$76.0K0.0%GrowthLowBloomington, IN2026-10-09
Pinnacle Bancorp, Inc.
471$75.5K0.0%CoreVery LowBeatrice, NE2026-10-21
Acima Private Wealth, LLC
470$75.4K0.0%ETFVery LowRichmond, VA2026-10-05
Concord Wealth Partners
466$74.7K0.0%GrowthLowAbingdon, VA2026-11-02
Owl Creek Wealth Partners LLC
446$71.6K0.0%IndexLowGreenwood Village, CO2026-10-20
Powell Investment Advisors, LLC
400$64.1K0.0%ETFVery LowMiami, FL2026-10-22
Citizens National Bank Trust Department
400$64.1K0.0%CoreVery LowMeridian, MS2026-11-04
Montag A & Associates Inc
400$64.1K0.0%CoreLowAtlanta, GA2026-10-29
Mainstream Capital Management LLC
400$64.1K0.0%GrowthLowLos Angeles, CA2026-10-23
Allspring Global Investments Holdings, LLC
392$64.1K0.0%CoreMediumCharlotte, NC2026-11-04
Rossby Financial, LCC
386$61.9K0.0%ETFMediumMelbourne, FL2026-11-05
Insight Inv LLC
386$61.9K0.0%CoreVery LowEl Segundo, CA2026-10-27
Cedar Mountain Advisors, LLC
382$61.2K0.0%ETFVery LowLake Oswego, OR2026-10-15
Sima Wealth Partners, LLC
375$60.2K0.0%ETFVery LowRichmond, VA2026-10-19
Oakworth Capital, Inc.
358$57.4K0.0%ETFLowBirmingham, AL2026-10-26
Balance Wealth Partners LLC
354$56.8K0.0%ETFMediumWorthington, OH2026-10-27
CoreCap Advisors, LLC
347$55.6K0.0%ETFMediumSouthfield, MI2026-10-08
Loring Wolcott & Coolidge Fiduciary Advisors LLP
340$54.5K0.0%GrowthVery LowBoston, MA2026-10-23
Kentucky Trust Co
325$52.1K0.0%CoreVery LowDanville, KY2026-10-15
Financial Network Wealth Advisors LLC
322$51.6K0.1%ETFLowMurray, UT2026-10-28
GGM Financial LLC
315$50.5K0.0%ETFMediumColumbus, OH2026-11-05
Ashton Thomas Securities, LLC
314$50.3K0.0%ETFMediumRochester, NY2026-10-26
Ashurst Perkins Coie Trust Co
312$50.0K0.0%CoreVery LowSeattle, WA2026-10-15
Trust Co of Toledo NA
308$49.4K0.0%GrowthVery LowHolland, OH2026-10-16
Edgemoor Investment Advisors, Inc.
300$48.1K0.0%CoreVery LowBethesda, MD2026-11-03
Caldwell Trust Co
296$47.5K0.0%GrowthLowVenice, FL2026-10-30
Independence Bank of Kentucky
280$44.9K0.0%GrowthLowOwensboro, KY2026-10-26
Jacobi Capital Management LLC
280$44.9K0.0%CoreLowPittston, PA2026-11-05
Rydar Equities, Inc.
278$45.0K0.0%CoreVery LowWeatherford, TX2026-10-13
Creative Capital Management Investments LLC
273$43.8K0.0%ETFLowSan Diego, CA2026-10-28
Horizons Wealth Management
270$43.3K0.0%ETFLowAsheville, NC2026-10-05
Spire Wealth Management
257$41.2K0.0%GrowthMediumMclean, VA2026-10-30
CX Institutional
247$400.0%CoreMediumAuburn, IN2026-10-02
UMB Private Wealth Management, LLC
243$39.0K0.0%GrowthN/AKansas City, MO2026-10-19
Legacy Bridge, LLC
236$37.8K0.0%GrowthVery LowWest Des Moines, IA2026-10-28
Richardson Financial Services Inc.
224$35.9K0.0%GrowthMediumMedway, MA2026-10-30
Mosley Wealth Management
221$35.6K0.0%ETFHighAnaheim, CA2026-10-16
Quaker Wealth Management, LLC
221$35.4K0.0%ETFMediumMoorestown, NJ2026-10-22
Rosenberg Matthew Hamilton
194$31.1K0.0%ETFVery LowGrand Junction, CO2026-10-05
Wolff Wiese Magana LLC
174$27.9K0.0%GrowthLowCarslbad, CA2026-10-15
Signaturefd, LLC
174$27.9K0.0%IndexLowAtlanta, GA2026-10-23
Physician Wealth Advisors, Inc.
169$27.1K0.0%ETFMediumMidvale, UT2026-10-20
Albion Financial Group
162$26.0K0.0%GrowthLowSalt Lake City, UT2026-10-21
Washington Trust Advisors, Inc.
162$26.0K0.0%GrowthLowWellesley, MA2026-10-22
True Wealth Design, LLC
150$24.1K0.0%ETFMediumAkron, OH2026-10-13
Holos Integrated Wealth LLC
143$22.8K0.0%ETFLowKennett Square, PA2026-10-23
Ascentis Independent Advisors
142$22.8K0.0%ETFLowDallas, TX2026-11-03
Compass Financial Management LLC
130$20.8K0.0%CoreN/ATampa, FL2026-10-30
Bank of New Hampshire
128$20.5K0.0%CoreLowLaconia, NH2026-10-06
North Star Investment Management Corp.
127$20.4K0.0%CoreLowChicago, IL2026-10-27
Capital Investment Advisory Services, LLC
126$20.2K0.0%CoreMediumRaleigh, NC2026-10-30
Wealth Enhancement Trust Services, Inc.
113$18.1K0.0%GrowthMediumSioux Falls, SD2026-10-07
Cordgrass Capital Advisors, LLC
112$18.0K0.0%CoreLowRaleigh, NC2026-10-30
EPG Wealth Management LLC
108$17.3K0.0%GrowthLowAtlanta, GA2026-11-03
Hughes Financial Services, LLC
105$17.5K0.0%ETFLowHerndon, VA2026-10-30
Team Financial Group, LLC
104$16.7K0.0%ETFLowTemecula, CA2026-10-30
DiNuzzo Private Wealth, Inc.
104$16.7K0.0%ETFLowBeaver, PA2026-10-16
Beacon Investment Advisory Services, Inc.
103$16.5K0.0%GrowthLowMorristown, NJ2026-10-13
Register Financial Advisors LLC
101$16.2K0.0%GARPLowAtlanta, GA2026-10-23
Versant Capital Management, Inc
100$16.0K0.0%GARPLowPhoenix, AZ2026-10-02
Brown, Lisle Ings, Inc.
96$15.4K0.0%CoreVery LowProvidence, RI2026-10-16
Moisand Fitzgerald Tamayo, LLC
80$12.8K0.0%ETFVery LowOrlando, FL2026-10-15
Barrett & Company, Inc.
80$12.8K0.0%ETFLowProvidence, RI2026-10-22
Indiana Trust & Investment Management Co
75$12.0K0.0%GrowthLowMishawaka, IN2026-10-22
Murphy & Mullick Capital Management Corp
70$11.2K0.0%GrowthLowSmithtown, NY2026-11-02
Chung Wu Investment Group, LLC
62$9.9K0.0%GrowthMediumSugar Land, TX2026-11-03
John Boyer, Inc.
59$9.5K0.0%ETFMediumTampa, FL2026-10-27
High Point Wealth Management, LLC
54$8.7K0.0%ETFLowChester, NJ2026-11-05
United Financial Planning Group LLC
52$8.3K0.0%ETFHighHauppauge, NY2026-11-04
Cullen T Bankers, Inc.
48$7.7K0.0%GrowthLowSan Antonio, TX2026-10-28
StrongBox Wealth, LLC
47$7.5K0.0%GrowthLowLee'S Summit, MO2026-11-02
Dhjj Financial Advisors, Ltd.
38$6.1K0.0%ETFVery LowNaperville, IL2026-10-23
Main Street Group, LTD
34$5.5K0.0%ETFMediumGlen Allen, VA2026-10-28
McCarley & Cook Financial Planners
34$5.5K0.0%ETFLowCincinnati, OH2026-10-21
Archer Investment Corp
30$4.8K0.0%CoreMediumCarmel, IN2026-11-05
Townsend Asset Management Corp
25$4.1K0.0%CoreLowRaleigh, NC2026-10-29
Golden State Wealth Management, LLC
21$3.4K0.0%ETFMediumSanta Ana, CA2026-11-02
Armor Investment Advisors, LLC
20$3.2K0.0%ETFLowRaleigh, NC2026-10-27
Nvest Wealth Strategies, Inc.
19$3.0K0.0%ETFVery LowPowell, OH2026-10-14
Thurston, Springer, Miller, Herd & Titak, Inc.
18$2.9K0.0%GrowthMediumIndianapolis, IN2026-10-14
Cape Investment Advisory, Inc.
12$1.9K0.0%ETFLowMcdonough, GA2026-10-13
Fairman Group, LLC
12$1.9K0.0%ETFLowChesterbrook, PA2026-10-26
Abound Wealth Management
9$1.5K0.0%ETFVery LowFranklin, TN2026-10-26
Farmers & Merchants Trust Co of Chambersburg PA
4$10.0%GARPLowChambersburg, PA2026-10-14
Nova Financial LLC
4$6420.0%N/AN/ATucson, AZ2026-11-04