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Ishares Short-Term National (SUB)

CUSIP: 464288158 | NYSE | 2005 institutional holders

Quarters

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

Creative Planning3,072,365
0.2% of portfolio›$321.2M
Citigroup Inc1,548,601
0.1% of portfolio›$161.9M
Salomon & Ludwin, LLC739,423
6.4% of portfolio›$77.3M
Angeles Wealth Management, LLC683,248
3.1% of portfolio›$71.4M
Nisa Investment Advisors, LLC680,590
0.2% of portfolio›$71.1M
CX Institutional599,280
1.7% of portfolio›$62.6K
Commonwealth Equity Services, LLC546,803
0.1% of portfolio›$57.2M
Modera Wealth Management, LLC545,792
0.6% of portfolio›$57.1M
Apella Capital, LLC488,398
0.6% of portfolio›$51.0M
Heritage Investment Group, Inc.479,363
6.8% of portfolio›$50.1M
Willow Creek Wealth Management Inc.450,077
3.1% of portfolio›$47.1M
Crestwood Advisors Group, LLC348,767
0.5% of portfolio›$36.5M
RMR Wealth Builders331,561
2.0% of portfolio›$34.7M
Glenview Trust Co307,773
0.4% of portfolio›$32.2M
Bear Mountain Capital, Inc.305,918
9.0% of portfolio›$32.2M
Willis Johnson Wealth, Inc.301,410
1.7% of portfolio›$31.5M
Cahaba Wealth Management, Inc.282,183
1.8% of portfolio›$29.5M
Wealth Enhancement Advisory Services, LLC276,189
0.0% of portfolio›$28.5M
BIP Wealth, LLC236,288
0.7% of portfolio›$24.7M
LVW Advisors, LLC231,605
2.0% of portfolio›$24.2M
Gamma Investing LLC230,745
0.8% of portfolio›$24.1M
Old National Bancorp227,816
0.5% of portfolio›$23.8M
Wealthcare Advisory Partners LLC210,745
0.4% of portfolio›$22.0M
Mather Group, Llc.208,185
0.2% of portfolio›$21.8M
Rockwood Wealth Management, LLC206,092
1.3% of portfolio›$21.5M
Citizens Financial Group Inc192,373
0.2% of portfolio›$20.1M
Prime Capital Investment Advisors, LLC190,422
0.2% of portfolio›$19.9M
TD Private Client Wealth LLC185,805
0.3% of portfolio›$19.4M
Carnegie Investment Counsel184,826
0.4% of portfolio›$19.3M
Brown Wealth Management, LLC183,257
4.2% of portfolio›$19.2M
Choreo, LLC180,748
0.2% of portfolio›$18.9M
Ascent Group, LLC178,596
0.6% of portfolio›$18.7M
Arkansas Financial Group, Inc.176,670
2.5% of portfolio›$18.5M
Assetmark, Inc166,593
0.0% of portfolio›$17.4M
Brookstone Capital Management147,296
0.2% of portfolio›$15.4M
Abundance Wealth Counselors145,914
2.2% of portfolio›$15.3M
Brandywine OAK Private Wealth LLC144,385
1.1% of portfolio›$15.1M
Oak Harvest Investment Services136,559
1.3% of portfolio›$14.3M
First Interstate Bank127,211
0.7% of portfolio›$13.3M
Park Avenue Securities LLC126,115
0.0% of portfolio›$13.2K
Grove Bank & Trust116,091
1.2% of portfolio›$12.1M
PDS Planning, Inc106,783
0.6% of portfolio›$11.2M
MBL Wealth, LLC106,356
0.7% of portfolio›$11.1M
Valen Private Capital, LLC105,255
3.4% of portfolio›$11.0M
Cambridge Investment Research Advisors, Inc.104,551
0.0% of portfolio›$10.9K
Anderson Hoagland & Co100,626
0.8% of portfolio›$10.6M
Slow Capital, Inc.99,895
1.2% of portfolio›$10.4M
Kestra Advisory Services, LLC98,118
0.0% of portfolio›$10.3M
Central Pacific Bank - Trust Division93,415
1.0% of portfolio›$9.8M
Financial Solutions Advisory Group, Inc.91,343
1.2% of portfolio›$9.6M
Kestra Private Wealth Services, LLC84,171
0.1% of portfolio›$8.8M
Vested Financial Planning, LLC83,357
6.1% of portfolio›$8.7M
Investment Research Partners LLC76,937
2.7% of portfolio›$8.0M
Hughes Financial Services, LLC76,506
1.0% of portfolio›$8.1M
Elmwood Wealth Management, Inc.76,090
1.9% of portfolio›$8.0M
Relyea Zuckerberg Hanson LLC75,992
0.7% of portfolio›$7.9M
Truist Financial Corp75,454
0.0% of portfolio›$7.9M
JFS Wealth Advisors, LLC69,247
0.4% of portfolio›$7.2M
Chesley Taft & Associates LLC68,042
0.3% of portfolio›$7.1M
AUA Capital Management, LLC66,825
3.3% of portfolio›$7.0M
Wedmont Private Capital66,309
0.2% of portfolio›$6.9M
Root Financial Partners, LLC65,537
0.2% of portfolio›$6.9M
Ackerman Capital Advisors, LLC63,834
1.3% of portfolio›$6.7M
Integrated Advisors Network LLC62,144
0.3% of portfolio›$6.5M
Triad Wealth Partners, LLC61,549
0.4% of portfolio›$6.4M
Aaron Wealth Advisors LLC61,212
0.3% of portfolio›$6.4M
Sheets Smith Wealth Management60,585
0.7% of portfolio›$6.3M
Single Point Partners, LLC60,253
1.1% of portfolio›$6.3M
HUB Investment Partners, LLC58,666
0.1% of portfolio›$6.1M
Kings Path Partners LLC58,559
1.6% of portfolio›$6.1M
Morton Brown Family Wealth, LLC58,334
1.4% of portfolio›$6.1M
Durante & Waters, LLC57,335
3.9% of portfolio›$6.0M
Opus Capital Group, LLC56,866
0.0% of portfolio›$5.9K
Presilium Private Wealth, LLC54,303
0.8% of portfolio›$5.7M
Apex Wealth Management, LLC52,522
3.2% of portfolio›$5.5M
Symmetry Partners, LLC52,187
0.3% of portfolio›$5.5M
Simon Quick Advisors, LLC52,079
0.2% of portfolio›$5.4M
Prospera Financial Services Inc51,804
0.1% of portfolio›$5.5M
Life Planning Partners, Inc51,718
4.3% of portfolio›$5.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management50,412
0.1% of portfolio›$5.3M
North Star Investment Management Corp.50,132
0.3% of portfolio›$5.2M
XML Financial, LLC49,969
0.4% of portfolio›$5.2M
Syntegra Private Wealth Group, LLC48,767
0.4% of portfolio›$5.1M
Voisard Asset Management Group, Inc.48,358
0.9% of portfolio›$5.1M
Private Wealth Management Group, LLC47,876
1.1% of portfolio›$5.0M
Cliftonlarsonallen Wealth Advisors, LLC46,623
0.1% of portfolio›$4.9M
Dynamic Advisor Solutions LLC46,342
0.1% of portfolio›$4.8M
Vise Technologies, Inc.46,265
0.0% of portfolio›$4.8M
Invested Advisors45,314
4.0% of portfolio›$4.7M
Eagle Rock Investment Company, LLC44,572
0.6% of portfolio›$4.7M
BCO Wealth Management LLC43,896
2.5% of portfolio›$4.6M
Aspen Wealth Management LLC43,748
0.7% of portfolio›$4.6M
Curbstone Financial Management Corp43,300
0.8% of portfolio›$4.5M
Equita Financial Network, Inc.42,581
1.3% of portfolio›$4.5M
Diversified Portfolios, Inc.42,223
0.3% of portfolio›$4.4M
LJI Wealth Management, LLC42,044
0.6% of portfolio›$4.4M
Greenspring Advisors, LLC41,938
0.2% of portfolio›$4.4M
Avantax Planning Partners, Inc.41,258
0.1% of portfolio›$4.3M
Baron Financial Group, LLC40,725
2.1% of portfolio›$4.3M
Charles Schwab Trust Co40,383
0.2% of portfolio›$4.2M
Mullooly Asset Management, Inc.39,000
1.3% of portfolio›$4.1M
McAdam, LLC38,045
0.1% of portfolio›$4.0M
Patten Group, Inc.37,760
0.6% of portfolio›$3.9M
Prosperity Planning, Inc.37,317
0.9% of portfolio›$3.9M
K2 Financial Inc.36,637
2.7% of portfolio›$3.8M
BlueChip Wealth Advisors LLC36,245
1.3% of portfolio›$3.8M
Wealth Architects, LLC36,212
0.3% of portfolio›$3.8M
Alhambra Investment Management LLC35,916
1.6% of portfolio›$3.8M
Farther Finance Advisors, LLC35,479
0.0% of portfolio›$3.7M
Brewster Financial Planning LLC35,257
2.0% of portfolio›$3.7M
Tassel Capital Management, Inc.35,008
1.8% of portfolio›$3.7M
Cullen T Bankers, Inc.34,042
0.0% of portfolio›$3.6M
RFG Advisory, LLC33,281
0.0% of portfolio›$3.5M
Avidian Wealth Enterprises, LLC32,870
0.1% of portfolio›$3.4M
Avail Investment Partners, LLC31,623
2.4% of portfolio›$3.3M
Waterway Wealth Management, LLC31,007
0.6% of portfolio›$3.2M
Hudson Oak Wealth Advisory LLC29,758
2.4% of portfolio›$3.1M
AlphaCore Capital LLC29,632
0.0% of portfolio›$3.1M
Johnson Bixby & Associates, LLC29,575
0.3% of portfolio›$3.1M
Fonville Wealth Management LLC29,451
0.5% of portfolio›$3.1M
Washington Trust Bank28,820
0.2% of portfolio›$3.0M
James Investment Research, Inc.28,240
0.3% of portfolio›$3.0M
Brown, Lisle Ings, Inc.27,927
0.6% of portfolio›$2.9M
Perigon Wealth Management, LLC27,362
0.0% of portfolio›$2.9M
KFA Private Wealth Group, LLC27,307
0.7% of portfolio›$2.9M
Conrad Siegel Investment Advisors, Inc.27,251
0.5% of portfolio›$2.8M
EverSource Wealth Advisors, LLC27,023
0.1% of portfolio›$2.8M
Legacy Financial Group, Inc.26,997
0.6% of portfolio›$2.8M
Sigma Investment Counselors Inc25,998
0.1% of portfolio›$2.7M
Avant Financial Advisors LLC25,910
1.6% of portfolio›$2.7M
Axxcess Wealth Management, LLC25,570
0.1% of portfolio›$2.7M
Pines Wealth Management, LLC25,466
0.8% of portfolio›$2.7M
Greenleaf Trust25,218
0.0% of portfolio›$2.6M
Certior Financial Group, LLC24,872
1.4% of portfolio›$2.6M
Omega Financial Group, LLC24,826
0.8% of portfolio›$2.6M
Wealthcare Capital Management LLC24,542
0.3% of portfolio›$2.6M
Clear Wave Wealth Management LLC24,511
0.4% of portfolio›$2.6M
Stone Summit Wealth LLC24,156
0.7% of portfolio›$2.5M
United Advisor Group, LLC24,129
0.2% of portfolio›$2.5M
Safir Wealth Advisors, LLC23,631
1.6% of portfolio›$2.5M
Unison Advisors LLC23,288
0.2% of portfolio›$2.4M
Premier Path Wealth Partners, LLC23,277
0.3% of portfolio›$2.4M
1900 Wealth Management LLC23,213
0.1% of portfolio›$2.4M
Altiora Financial Group, LLC22,849
0.4% of portfolio›$2.4M
Wiser Wealth Management, Inc22,829
0.4% of portfolio›$2.4M
Pinnacle Bancorp, Inc.22,731
0.6% of portfolio›$2.4M
Fifth Third Securities, Inc.22,304
0.1% of portfolio›$2.3M
GLR Partners, LLC22,024
1.1% of portfolio›$2.3M
May Hill Capital, LLC21,988
0.5% of portfolio›$2.3M
Old Second National Bank of Aurora21,949
0.5% of portfolio›$2.3M
FC Advisory LLC21,854
0.6% of portfolio›$2.3M
MLG Wealth Management DBA Pine Grove Financial Group21,808
0.2% of portfolio›$2.3M
Founders Grove Wealth Partners, LLC21,671
0.4% of portfolio›$2.3M
Advus Financial Partners, LLC21,642
0.6% of portfolio›$2.3M
Concurrent Investment Advisors, LLC21,623
0.0% of portfolio›$2.3M
Walkner Condon Financial Advisors LLC21,556
0.2% of portfolio›$2.3M
Keybank National Association21,555
0.0% of portfolio›$2.3M
Narus Financial Partners, LLC21,096
0.6% of portfolio›$2.2M
Wesbanco Bank Inc20,928
0.1% of portfolio›$2.2M
Belleair Asset Management, LLC20,660
1.8% of portfolio›$2.2M
Sfam, LLC20,597
1.7% of portfolio›$2.2M
Rosenberg Matthew Hamilton20,494
0.4% of portfolio›$2.1M
1620 Investment Advisors, Inc.20,254
1.3% of portfolio›$2.1M
Sentinel Pension Advisors, LLC20,154
0.3% of portfolio›$2.1M
Meridian Wealth Management, LLC20,127
0.1% of portfolio›$2.1M
Evensky & Katz LLC20,104
0.0% of portfolio›$2.1K
McNaughton Wealth Management, LLC20,061
0.7% of portfolio›$2.1M
S.A. Mason LLC19,650
0.6% of portfolio›$2.1M
Phillips Financial Management, LLC19,449
0.2% of portfolio›$2.0M
VestGen Advisors, LLC19,365
0.1% of portfolio›$2.0M
Ironwood Wealth Management, Llc.18,906
0.4% of portfolio›$2.0M
Lido Advisors, LLC18,726
0.0% of portfolio›$2.0M
Factor Wealth Management LTD17,844
0.3% of portfolio›$1.9M
Redhawk Wealth Advisors, Inc.17,590
0.2% of portfolio›$1.8M
SteelPeak Wealth, LLC17,586
0.0% of portfolio›$1.8M
Lake Hills Wealth Management, LLC17,496
0.8% of portfolio›$1.8M
Cypress Capital Group17,414
0.2% of portfolio›$1.8M
IFG Advisors, LLC17,198
0.2% of portfolio›$1.8M
Roth Financial Partners LLC17,195
0.5% of portfolio›$1.8M
Apeiron RIA LLC17,043
0.4% of portfolio›$1.8M
Smith Thornton Advisors LLC16,789
0.8% of portfolio›$1.8M
Bangor Savings Bank16,789
0.1% of portfolio›$1.8M
Foronjy Financial LLC16,528
0.6% of portfolio›$1.7M
L.K. Benson & Company, P.C.16,310
0.5% of portfolio›$1.7M
Boltwood Capital Management16,015
0.4% of portfolio›$1.7M
Investment Partners, Ltd.15,950
0.3% of portfolio›$1.7M
CWS Financial Advisors, LLC15,803
0.4% of portfolio›$1.7M
Atria Investments, Inc15,792
0.0% of portfolio›$1.7M
Flagship Harbor Advisors, LLC15,644
0.1% of portfolio›$1.6M
IFP Advisors, Inc15,616
0.0% of portfolio›$1.6M
McBroom & Associates, LLC15,375
1.0% of portfolio›$1.6M
Juncture Wealth Strategies, LLC15,282
0.4% of portfolio›$1.6M
Greenwood Gearhart LLC15,000
0.1% of portfolio›$1.6M
First Heartland Consultants, Inc.14,980
0.1% of portfolio›$1.6M
XY Planning Network, Inc.14,853
0.2% of portfolio›$1.6M
White Lighthouse Investment Management Inc.14,500
0.2% of portfolio›$1.5M
Chicago Partners Investment Group LLC14,412
0.0% of portfolio›$1.5M
ADE, LLC14,386
0.6% of portfolio›$1.5M
Human Investing LLC14,208
0.2% of portfolio›$1.5M
Soltis Investment Advisors LLC14,154
0.1% of portfolio›$1.5M
Montag A & Associates Inc14,061
0.1% of portfolio›$1.5M
True Link Financial Advisors, LLC13,885
0.1% of portfolio›$1.5M
Heartwood Wealth Advisors LLC13,868
0.1% of portfolio›$1.4M
Accredited Investor Services, LLC13,831
0.8% of portfolio›$1.4M
Procyon Advisors, LLC13,796
0.1% of portfolio›$1.4M
Stewardship Advisors, LLC13,628
0.3% of portfolio›$1.4M
ARS Wealth Advisors Group, LLC13,464
0.1% of portfolio›$1.4M
Roan Capital Partners13,303
1.0% of portfolio›$1.4M
Joel Adams & Associates, Inc.13,244
0.9% of portfolio›$1.4M
Colton Groome Financial Advisors, LLC13,221
0.3% of portfolio›$1.4M
Plancorp, LLC13,118
0.0% of portfolio›$1.4M
Shore Point Advisors, LLC13,107
0.4% of portfolio›$1.4M
Galvin, Gaustad & Stein, LLC12,948
0.1% of portfolio›$1.4M
O'Domhnaill Enterprises, Inc.12,578
1.0% of portfolio›$1.3M
WBH Advisory Inc12,558
0.1% of portfolio›$1.3M
Veratis Advisors, Inc.12,512
1.0% of portfolio›$1.3M
Wingate Wealth Advisors, Inc.12,341
0.5% of portfolio›$1.3M
First National Trust Co11,991
0.0% of portfolio›$1.3M
Capital Investment Advisory Services, LLC11,843
0.1% of portfolio›$1.2M
Midwest Trust Co11,550
0.0% of portfolio›$1.2M
Strategic Blueprint, LLC11,501
0.1% of portfolio›$1.2M
Intergy Private Wealth, LLC11,501
0.3% of portfolio›$1.2M
Wealth Forward, LLC11,286
0.5% of portfolio›$1.2M
Timonier Family Office, Ltd.11,232
0.4% of portfolio›$1.2M
Archvest Wealth Advisors, Inc.11,170
0.6% of portfolio›$1.2M
Hobart Private Capital, LLC11,135
0.2% of portfolio›$1.2M
Ascentis Independent Advisors11,074
0.1% of portfolio›$1.2M
Diversified Enterprises, LLC11,058
0.1% of portfolio›$1.2M
Rodgers & Associates, LTD10,872
0.1% of portfolio›$1.1M
Orin Green Financial, LLC10,833
0.4% of portfolio›$1.1M
Boston Trust Walden Corp10,773
0.0% of portfolio›$1.1M
Capital Investment Advisors, LLC10,606
0.0% of portfolio›$1.1M
Bryn Mawr Trust Advisors, LLC10,450
0.0% of portfolio›$1.1M
Bfsg, LLC10,425
0.1% of portfolio›$1.1M
FSM Wealth Advisors, LLC10,257
0.1% of portfolio›$1.1M
Crusonia Wealth Advisors LLC10,087
0.2% of portfolio›$1.1M
Sonata Capital Group Inc9,941
0.3% of portfolio›$1.0M
Wright Wealth LLC9,876
0.6% of portfolio›$1.0M
Cosner Financial Group, LLC9,873
0.5% of portfolio›$1.0M
TruNorth Capital Management, LLC9,734
0.2% of portfolio›$1.0M
Orange Investment Advisors, Inc.9,715
0.1% of portfolio›$1.0M
Patriot Investment Management Group, Inc.9,595
0.1% of portfolio›$1.0M
Dynamic Wealth Strategies, LLC9,541
0.5% of portfolio›$997.4K
RW Investment Management LLC9,259
0.1% of portfolio›$967.9K
Edgemoor Investment Advisors, Inc.9,149
0.1% of portfolio›$956.4K
Arkfeld Wealth Strategies, L.L.C.9,120
0.3% of portfolio›$952.5K
Fragasso Financial Advisors Inc9,087
0.0% of portfolio›$952.2K
Rare Wolf Capital LLC9,008
0.6% of portfolio›$941.7K
YHB Investment Advisors, Inc.8,978
0.1% of portfolio›$938.6K
Diversify Advisory Services, LLC8,925
0.0% of portfolio›$939.7K
Diversify Wealth Management, LLC8,925
0.0% of portfolio›$939.7K
Greenup Street Wealth Management LLC8,805
0.1% of portfolio›$920.5K
Prairiewood Capital, LLC8,801
0.2% of portfolio›$920.1K
Aletheian Wealth Advisors LLC8,763
0.4% of portfolio›$916.0K
Chatham Capital Group, Inc.8,675
0.1% of portfolio›$906.9K
CGN Advisors LLC8,556
0.1% of portfolio›$894.5K
Claro Advisors Inc.8,542
0.1% of portfolio›$892.9K
TriaGen Wealth Management LLC8,541
0.2% of portfolio›$892.9K
Hill Island Financial LLC8,486
0.2% of portfolio›$887.1K
Kwmg, LLC8,401
0.1% of portfolio›$878.2K
Postrock Partners LLC8,400
0.4% of portfolio›$878.1K
MassMutual Private Wealth & Trust, FSB8,363
0.0% of portfolio›$874.3K
Wealthcare Capital Partners, LLC8,224
0.3% of portfolio›$859.7K
West Paces Advisors Inc.8,223
0.1% of portfolio›$859.6K
Gradient Investments LLC8,213
0.0% of portfolio›$858.6K
Westover Capital Advisors, LLC8,187
0.1% of portfolio›$855.9K
RCS Financial Planning, LLC8,157
0.5% of portfolio›$852.8K
Outbound Financial Inc8,142
0.5% of portfolio›$851.2K
Oasis Advisors, LLC8,095
0.4% of portfolio›$846.2K
LeConte Wealth Management, LLC8,061
0.5% of portfolio›$842.7K
ARK & TLK Investments, LLC8,059
0.2% of portfolio›$842.5K
Bailard, Inc.8,034
0.0% of portfolio›$839.9K
NBT Bank, N.A.7,955
0.1% of portfolio›$831.6K
Everhart Financial Group, Inc.7,785
0.1% of portfolio›$813.9K
Trust Co7,781
0.1% of portfolio›$813.5K
Maryland Capital Advisors Inc.7,707
0.3% of portfolio›$805.7K
Trinity Wealth Management, LLC7,634
0.3% of portfolio›$798.1K
Peak Wealth Management LLC7,596
0.5% of portfolio›$799.9K
Elevate Wealth Advisory, Inc7,593
0.4% of portfolio›$793.8K
Blake Schutter Theil Wealth Advisors, LLC7,593
0.5% of portfolio›$793.8K
Firestone Capital Management7,483
0.1% of portfolio›$782.2K
Orgel Wealth Management, LLC7,458
0.0% of portfolio›$779.7K
L. Roy Papp & Associates, LLP7,350
0.1% of portfolio›$768.4K
Destiny Wealth Partners, LLC7,344
0.1% of portfolio›$777.3K
Legacy Private Trust Co.7,258
0.0% of portfolio›$758.8K
Objective Capital Management, LLC7,199
0.7% of portfolio›$752.6K
Rinkey Investments7,165
0.2% of portfolio›$749.0K
Foguth Wealth Management, Llc.7,008
0.1% of portfolio›$737.8K
First Affirmative Financial Network6,856
0.2% of portfolio›$716.7K
Flagship Private Wealth, LLC6,684
0.2% of portfolio›$698.8K
Patten & Patten Inc6,615
0.0% of portfolio›$691.5K
Discipline Wealth Solutions, LLC6,561
0.1% of portfolio›$685.9K
Clear Creek Financial Management, LLC6,558
0.1% of portfolio›$685.6K
Accurate Wealth Management, LLC6,524
0.1% of portfolio›$685.2K
Creative Financial Designs Inc6,472
0.0% of portfolio›$676.6K
Archford Capital Strategies, LLC6,449
0.1% of portfolio›$674.2K
Ballast Rock Private Wealth LLC6,262
0.3% of portfolio›$654.7K
Sigma Planning Corp6,201
0.0% of portfolio›$649.8K
Grimes & Co Wealth Management, LLC6,162
0.0% of portfolio›$644.1K
Glass Jacobson Investment Advisors llc6,074
0.2% of portfolio›$635.0K
Calamos Wealth Management LLC6,020
0.0% of portfolio›$629.3K
Independent Financial Group, LLC5,962
0.0% of portfolio›$623.3K
Bernardo Wealth Planning LLC5,958
0.1% of portfolio›$622.9K
Two West Capital Advisors LLC5,900
0.3% of portfolio›$614.5K
First Community Trust NA5,865
0.2% of portfolio›$613.1K
Princeton Global Asset Management LLC5,852
0.1% of portfolio›$611.8K
Mills Wealth Advisors LLC5,794
0.2% of portfolio›$605.7K
Veery Capital, LLC5,769
0.2% of portfolio›$603.1K
Capital Investment Services of America, Inc.5,750
0.1% of portfolio›$601.1K
Scott Capital Advisors, LLC5,743
0.1% of portfolio›$599.8K
Investment Planning Advisors, Inc.5,721
0.1% of portfolio›$598.0K
FF Advisors,LLC5,712
0.2% of portfolio›$597.1K
Parkside Financial Bank & Trust5,712
0.0% of portfolio›$597.1K
Csenge Advisory Group5,690
0.0% of portfolio›$594.9K
Bull Street Advisors, LLC5,625
0.0% of portfolio›$588
WJ Wealth Management, LLC5,577
0.2% of portfolio›$583.0K
CWA Asset Management Group, LLC5,569
0.0% of portfolio›$582.2K
Power Wealth Management LLC5,563
0.2% of portfolio›$581.6K
Code Waechter LLC5,514
0.3% of portfolio›$576.5K
OceanIQ Capital, LLC5,457
0.3% of portfolio›$573.1K
Rockport Wealth LLC5,445
0.1% of portfolio›$569.2K
W.H. Cornerstone Investments Inc.5,395
0.3% of portfolio›$564.0K
Waldron Private Wealth LLC5,340
0.0% of portfolio›$558.2K
StoneX Group Inc.5,331
0.0% of portfolio›$557.3K
Aerodigm Wealth, LLC5,275
0.2% of portfolio›$551.4K
SAX Wealth Advisors, LLC5,247
0.0% of portfolio›$548.5K
Tompkins Financial Corp5,205
0.0% of portfolio›$544.1K
Pacific Park Financial, Inc.5,190
0.3% of portfolio›$542.6K
Onyx Bridge Wealth Group LLC5,187
0.0% of portfolio›$542.3K
LaFleur & Godfrey LLC5,185
0.1% of portfolio›$542.0K
Physician Wealth Advisors, Inc.5,181
0.1% of portfolio›$541.6K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors5,169
0.0% of portfolio›$540.4K
American Institute for Advanced Investment Management, LLP5,125
0.3% of portfolio›$535.8K
M Holdings Securities, Inc.5,063
0.2% of portfolio›$531.0K
Shepherd Street Advisors LLC5,026
0.5% of portfolio›$526.7K
Brighton Jones LLC5,017
0.0% of portfolio›$524.5K
Allen Capital Group, LLC5,007
0.0% of portfolio›$523.4K
Hunter Associates Investment Management LLC5,000
0.0% of portfolio›$523
Revolve Wealth Partners, LLC4,954
0.1% of portfolio›$517.9K
Novem Group4,891
0.1% of portfolio›$511.4K
Shrier Wealth Management, LLC4,813
0.2% of portfolio›$503.2K
Aviance Capital Partners, LLC4,766
0.1% of portfolio›$498.2K
Approach Retirement Advisors, LLC4,739
0.4% of portfolio›$495.4K
CoreCap Advisors, LLC4,680
0.0% of portfolio›$489.3K
Biltmore Family Office, LLC4,680
0.1% of portfolio›$489.2K
Beaumont Financial Advisors, LLC4,643
0.0% of portfolio›$485.4K
Avid Wealth Partners LLC4,562
0.2% of portfolio›$476.9K
Main Line Retirement Advisors, LLC4,464
0.2% of portfolio›$466.6K
Ashton Thomas Private Wealth, LLC4,431
0.0% of portfolio›$463.2K
Smith & Howard Wealth Management, LLC4,400
0.1% of portfolio›$460.0K
Helium Advisors LLC4,389
0.4% of portfolio›$458.8K
Collective Family Office LLC4,321
0.1% of portfolio›$451.7K
Gibbs Wealth Management4,282
0.0% of portfolio›$447.6K
Garde Capital, Inc.4,250
0.0% of portfolio›$444.3K
15 Wealth Advisors LLC4,204
0.1% of portfolio›$439.4K
Eagle Bay Advisors LLC4,180
0.3% of portfolio›$437.0K
Financial Insights, Inc.4,132
0.1% of portfolio›$432.0K
Lighthouse Financial LLC4,101
0.2% of portfolio›$428.7K
Polaris Investment Advisors, LLC4,078
0.3% of portfolio›$426.3K
Davenport & Co LLC4,077
0.0% of portfolio›$426.2K
Wedbush Securities Inc4,022
0.0% of portfolio›$421
MCF Advisors LLC4,007
0.0% of portfolio›$418.9K
NorthCrest Asset Manangement, LLC4,005
0.0% of portfolio›$419.0K
Parallel Advisors, LLC4,001
0.0% of portfolio›$418.3K
HCR Wealth Advisors4,000
0.0% of portfolio›$418.2K
Steel Grove Capital Advisors, LLC4,000
0.0% of portfolio›$418.2K
Split Rock Private Trading & Wealth Management, LLC3,991
0.3% of portfolio›$417.2K
Capstone Capital LLC3,957
0.2% of portfolio›$413.7K
Curtis Advisory Group, LLC3,927
0.1% of portfolio›$410.5K
Cherry Tree Wealth Management, LLC3,910
0.1% of portfolio›$408.8K
WPG Advisers, LLC3,909
0.2% of portfolio›$408.6K
Wilmington Savings Fund Society, FSB3,873
0.0% of portfolio›$404.9K
Smithbridge Asset Management Inc3,869
0.1% of portfolio›$404.5K
KRM Wealth Management L.L.C.3,859
0.2% of portfolio›$403.4K
Bdfs Capital LLC3,845
0.2% of portfolio›$402.0K
NTV Asset Management LLC3,761
0.0% of portfolio›$393.2K
Atwater Malick LLC3,729
0.1% of portfolio›$389.8K
River Street Advisors LLC3,690
0.1% of portfolio›$385.8K
Patriot Financial Group Insurance Agency, LLC3,687
0.0% of portfolio›$385.4K
Team Financial Group, LLC3,624
0.1% of portfolio›$378.9K
Spire Wealth Management3,624
0.0% of portfolio›$378.9K
Cap Partners, LLC3,593
0.2% of portfolio›$375.6K
Riversedge Advisors, LLC3,562
0.0% of portfolio›$372.3K
Rede Wealth, LLC3,544
0.1% of portfolio›$370.5K
Blue Trust, Inc.3,487
0.0% of portfolio›$364.5K
Waller Financial Planning Group, Inc3,443
0.1% of portfolio›$359.9K
Foundation Wealth Management, Llc\pa3,431
0.1% of portfolio›$358.7K
Precedent Wealth Partners, LLC3,427
0.1% of portfolio›$358.3K
Lakeshore Financial Planning, Inc.3,406
0.1% of portfolio›$356.1K
Chris Bulman Inc3,402
0.1% of portfolio›$355.6K
Foster Group, Inc.3,348
0.0% of portfolio›$350.0K
Heritage Wealth Management, Inc.3,343
0.1% of portfolio›$349.5K
Virtue Capital Management, LLC3,314
0.0% of portfolio›$346.4K
Lanark Financial, Inc.3,312
0.0% of portfolio›$346.2K
Global Wealth Management Investment Advisory, Inc.3,306
0.0% of portfolio›$345.6K
Petersen Hastings Wealth Advisors Inc.3,302
0.0% of portfolio›$345.2K
Riverbend Wealth Management, LLC3,285
0.2% of portfolio›$343.4K
Horst & Graben Wealth Management LLC3,253
0.0% of portfolio›$340.1K
LexAurum Advisors, LLC3,246
0.0% of portfolio›$339.3K
McKinley Carter Wealth Services, Inc.3,221
0.0% of portfolio›$336.7K
R2 Capital Strategies, LLC3,160
0.1% of portfolio›$330.3K
First Horizon Corp3,124
0.0% of portfolio›$326.6K
Apollon Wealth Management, LLC3,107
0.0% of portfolio›$324.8K
Cannon Financial Strategists, Inc.3,098
0.0% of portfolio›$323.9K
Wise Wealth Partners3,032
0.6% of portfolio›$317.0K
Vaquero Private Wealth, LTD3,031
0.1% of portfolio›$316.9K
Kingswood Wealth Advisors, LLC3,012
0.0% of portfolio›$314.9K
Probity Advisors, Inc.3,007
0.0% of portfolio›$314.4K
Agate Pass Investment Management, LLC3,004
0.1% of portfolio›$314.0K
Busey Bank3,000
0.0% of portfolio›$313.6K
Everett Harris & Co3,000
0.0% of portfolio›$313.6K
Heritage Investors Management Corp3,000
0.0% of portfolio›$314
Capital Advisors Wealth Management, LLC2,961
0.0% of portfolio›$309.5K
Sagespring Wealth Partners, LLC2,910
0.0% of portfolio›$304.2K
Essential Planning, Llc.2,898
0.1% of portfolio›$302.9K
Venture Visionary Partners LLC2,891
0.0% of portfolio›$302.3K
Carolina Wealth Management Inc2,832
0.1% of portfolio›$296.1K
Mezzasalma Advisors, LLC2,771
0.1% of portfolio›$289.7K
DT Investment Partners, LLC2,759
0.0% of portfolio›$288.4K
Wlth Capital Management, LLC2,753
1.8% of portfolio›$287.8K
Grandfield & Dodd, LLC2,750
0.0% of portfolio›$287.5K
Eagle Strategies LLC2,733
0.0% of portfolio›$285.7K
Navigate Wealth Management, LLC2,725
0.2% of portfolio›$285.6K
Gemmer Asset Management LLC2,716
0.0% of portfolio›$284.0K
Sterling Investment Counsel, LLC2,695
0.1% of portfolio›$281.7K
Lake Street Private Wealth, LLC2,687
0.0% of portfolio›$280.9K
Integris Wealth Management, LLC2,685
0.1% of portfolio›$280.7K
Weitzel Financial Services, Inc.2,677
0.1% of portfolio›$280.5K
Traveka Wealth, LLC2,653
0.1% of portfolio›$277.3K
Baldwin Wealth Partners LLC2,640
0.0% of portfolio›$276.0K
Asset Allocation Strategies LLC2,608
0.0% of portfolio›$272.6K
Legacy Financial Strategies, LLC2,593
0.0% of portfolio›$271.0K
Armor Investment Advisors, LLC2,592
0.1% of portfolio›$271.0K
Mattern Capital Management, LLC2,567
0.0% of portfolio›$268.4K
Hidden Cove Wealth Management, LLC2,545
0.1% of portfolio›$266.1K
Lockerman Financial Group, Inc.2,544
0.4% of portfolio›$266.0K
Lighthouse Financial Services Inc2,541
0.1% of portfolio›$265.7K
White & Co Financial Planning Inc2,527
0.2% of portfolio›$269.1K
Embree Financial Group2,525
0.0% of portfolio›$264.0K
Leading Edge Financial Planning LLC2,510
0.1% of portfolio›$262.4K
Unified Investment Management2,500
0.2% of portfolio›$261.4K
Envision Financial LLC2,498
0.1% of portfolio›$261.1K
1834 Investment Advisors Co2,484
0.0% of portfolio›$259.7K
Sowell Financial Services LLC2,473
0.0% of portfolio›$258.6K
Capital Advisors, Ltd. LLC2,452
0.0% of portfolio›$256
Hurlow Wealth Management Group, Inc.2,447
0.1% of portfolio›$255.8K
Wealth Effects LLC2,440
0.1% of portfolio›$255.1K
Pinnacle Associates LTD2,415
0.0% of portfolio›$252.5K
First Citizens Bank & Trust Co2,414
0.0% of portfolio›$252.4K
Lodestone Wealth Management LLC2,398
0.1% of portfolio›$250.7K
Robertson Stephens Wealth Management, LLC2,373
0.0% of portfolio›$248.1K
Nautilus Advisors LLC2,370
0.1% of portfolio›$247.8K
Simplicity Wealth,LLC2,356
0.0% of portfolio›$246.3K
Winthrop Advisory Group LLC2,355
0.0% of portfolio›$246.2K
W.G. Shaheen & Associates DBA Whitney & Co2,355
0.0% of portfolio›$246.2K
Signature Equity Partners, LLC2,322
0.1% of portfolio›$242.7K
Guardian Asset Advisors, LLC2,322
0.1% of portfolio›$242.6K
BCS Wealth Management2,292
0.0% of portfolio›$239.6K
Regatta Capital Group, LLC2,275
0.0% of portfolio›$237.8K
Pacific Center for Financial Services2,230
0.0% of portfolio›$233.1K
Wealth Advisory Solutions, LLC2,222
0.0% of portfolio›$232.3K
Pinnacle Wealth Management Advisory Group, LLC2,215
0.0% of portfolio›$231.6K
Westside Investment Management, Inc.2,172
0.0% of portfolio›$227.1K
Harbour Capital Advisors, LLC2,118
0.0% of portfolio›$221.4K
Valeo Financial Advisors, LLC2,097
0.0% of portfolio›$219.2K
Integrity Advisory Solutions, LLC2,066
0.0% of portfolio›$216.0K
Columbus Macro, LLC2,045
0.0% of portfolio›$213.8K
Sutton Place Investors LLC2,005
0.1% of portfolio›$209.6K
Sage Mountain Advisors LLC2,000
0.0% of portfolio›$209.1K
Pinnacle Wealth Planning Services, Inc.2,000
0.0% of portfolio›$209.1K
First Hawaiian Bank1,935
0.0% of portfolio›$202.3K
Paladin Partners, LLC1,935
0.1% of portfolio›$202.3K
Uptown Financial Advisors LLC1,935
0.1% of portfolio›$202.3K
High Probability Advisors, LLC1,916
0.0% of portfolio›$200.3K
Baring Financial LLC1,915
0.1% of portfolio›$200.2K
Blueline Advisors LLC1,799
0.1% of portfolio›$188.1K
Evolution Wealth Management Inc.1,488
0.1% of portfolio›$155.6K
Independence Bank of Kentucky1,365
0.0% of portfolio›$142.7K
Private Trust Co NA1,357
0.0% of portfolio›$141.9K
Atlantic Edge Private Wealth Management, LLC1,300
0.0% of portfolio›$135.9K
Compass Financial Management LLC1,215
0.0% of portfolio›$127.0K
Miller Global Investments, LLC1,170
0.1% of portfolio›$122.3K
Oakworth Capital, Inc.1,113
0.0% of portfolio›$116.4K
Provenance Wealth Advisors, LLC1,051
0.0% of portfolio›$109.9K
Farmers & Merchants Investments Inc945
0.0% of portfolio›$98.8K
Caldwell Trust Co781
0.0% of portfolio›$81.6K
Armstrong Advisory Group, Inc763
0.0% of portfolio›$79.8K
Pacifica Partners Inc.625
0.0% of portfolio›$65.4K
Eastern Bank625
0.0% of portfolio›$65.3K
Latitude Advisors, LLC611
0.0% of portfolio›$63.8K
Monetary Solutions, Ltd518
0.0% of portfolio›$54.2K
Horizon Financial Services, LLC491
0.0% of portfolio›$51.3K
Cassaday & Co Wealth Management LLC428
0.0% of portfolio›$44.7K
Maseco LLP403
0.0% of portfolio›$42.1K
Concord Wealth Partners323
0.0% of portfolio›$33.8K
Buck Wealth Strategies, LLC306
0.0% of portfolio›$32.0K
Valley Wealth Managers, Inc.286
0.0% of portfolio›$29.9K
Valley National Advisers Inc226
0.0% of portfolio›$23.6K
Financial Network Wealth Advisors LLC221
0.0% of portfolio›$23.1K
Frisco Financial Planning LLC210
0.0% of portfolio›$22.0K
Balance Wealth Partners LLC168
0.0% of portfolio›$17.6K
Trust Co of Vermont125
0.0% of portfolio›$13.1K
Harbor Investment Advisory, LLC124
0.0% of portfolio›$13.0K
Retirement Wealth Solutions LLC118
0.0% of portfolio›$12.4K
Holos Integrated Wealth LLC118
0.0% of portfolio›$12.4K
Eukles Asset Management86
0.0% of portfolio›$9.0K
Joseph Group Capital Management56
0.0% of portfolio›$5.9K
Quest 10 Wealth Builders, Inc.56
0.0% of portfolio›$5.9K
EPG Wealth Management LLC38
0.0% of portfolio›$4.0K
Capital Investment Counsel, Inc36
0.0% of portfolio›$3.8K
Duncker Streett & Co Inc31
0.0% of portfolio›$3.2K
Robbins Farley26
0.0% of portfolio›$2.7K
Meriwether Wealth & Planning, LLC25
0.0% of portfolio›$2.6K
Ashton Thomas Securities, LLC15
0.0% of portfolio›$1.6K
Sofi Wealth, LLC15
0.0% of portfolio›$1.6K
Carolina Wealth Advisors, LLC5
0.0% of portfolio›$523
Community Financial Services Group, LLC4
0.0% of portfolio›$418
StyleTurnoverLocationFiled
Creative Planning
3,072,365$321.2M0.2%IndexVery LowOverland Park, KS2026-11-02
Citigroup Inc
1,548,601$161.9M0.1%CoreMediumNew York, NY2026-11-04
Salomon & Ludwin, LLC
739,423$77.3M6.4%ETFVery LowRichmond, VA2026-10-29
Angeles Wealth Management, LLC
683,248$71.4M3.1%ETFLowSanta Monica, CA2026-10-26
Nisa Investment Advisors, LLC
680,590$71.1M0.2%IndexVery LowSt. Louis, MO2026-10-20
CX Institutional
599,280$62.6K1.7%CoreMediumAuburn, IN2026-10-02
Commonwealth Equity Services, LLC
546,803$57.2M0.1%ETFLowWaltham, MA2026-11-02
Modera Wealth Management, LLC
545,792$57.1M0.6%ETFVery LowWestwood, NJ2026-10-28
Apella Capital, LLC
488,398$51.0M0.6%ETFVery LowWest Hartford, CT2026-10-08
Heritage Investment Group, Inc.
479,363$50.1M6.8%ETFVery LowPompano Beach, FL2026-11-03
Willow Creek Wealth Management Inc.
450,077$47.1M3.1%ETFVery LowSebastopol, CA2026-10-26
Crestwood Advisors Group, LLC
348,767$36.5M0.5%GrowthLowBoston, MA2026-10-27
RMR Wealth Builders
331,561$34.7M2.0%ETFLowMontclair, NJ2026-10-22
Glenview Trust Co
307,773$32.2M0.4%GrowthVery LowLouisville, KY2026-10-28
Bear Mountain Capital, Inc.
305,918$32.2M9.0%ETFLowSeattle, WA2026-11-04
Willis Johnson Wealth, Inc.
301,410$31.5M1.7%ETFLowHouston, TX2026-11-03
Cahaba Wealth Management, Inc.
282,183$29.5M1.8%ETFVery LowAtlanta, GA2026-10-26
Wealth Enhancement Advisory Services, LLC
276,189$28.5M0.0%CoreLowPlymouth, MN2026-10-13
BIP Wealth, LLC
236,288$24.7M0.7%ETFMediumAtlanta, GA2026-10-22
LVW Advisors, LLC
231,605$24.2M2.0%CoreMediumPittsford, NY2026-10-19
Gamma Investing LLC
230,745$24.1M0.8%IndexVery LowFoster City, CA2026-10-08
Old National Bancorp
227,816$23.8M0.5%CoreLowEvansville, IN2026-10-20
Wealthcare Advisory Partners LLC
210,745$22.0M0.4%ETFLowWest Chester, PA2026-10-21
Mather Group, Llc.
208,185$21.8M0.2%ETFMediumChicago, IL2026-10-14
Rockwood Wealth Management, LLC
206,092$21.5M1.3%ETFVery LowNew Hope, PA2026-10-27
Citizens Financial Group Inc
192,373$20.1M0.2%GrowthLowProvidence, RI2026-10-23
Prime Capital Investment Advisors, LLC
190,422$19.9M0.2%ETFLowOverland Park, KS2026-10-20
TD Private Client Wealth LLC
185,805$19.4M0.3%ETFLowNew York, NY2026-10-28
Carnegie Investment Counsel
184,826$19.3M0.4%CoreLowPepper Pike, OH2026-10-20
Brown Wealth Management, LLC
183,257$19.2M4.2%ETFMediumNaperville, IL2026-10-20
Choreo, LLC
180,748$18.9M0.2%IndexLowRockford, IL2026-10-28
Ascent Group, LLC
178,596$18.7M0.6%CoreLowVirginia Beach, VA2026-10-30
Arkansas Financial Group, Inc.
176,670$18.5M2.5%ETFVery LowLittle Rock, AR2026-10-26
Assetmark, Inc
166,593$17.4M0.0%ETFLowConcord, CA2026-10-21
Brookstone Capital Management
147,296$15.4M0.2%ETFMediumWheaton, IL2026-10-22
Abundance Wealth Counselors
145,914$15.3M2.2%GrowthLowState College, PA2026-10-26
Brandywine OAK Private Wealth LLC
144,385$15.1M1.1%ETFVery LowKennett Square, PA2026-10-23
Oak Harvest Investment Services
136,559$14.3M1.3%GrowthMediumHouston, TX2026-10-20
First Interstate Bank
127,211$13.3M0.7%ETFLowBillings, MT2026-10-23
Park Avenue Securities LLC
126,115$13.2K0.0%ETFMediumNew York, NY2026-10-26
Grove Bank & Trust
116,091$12.1M1.2%ETFLowMiami, FL2026-10-08
PDS Planning, Inc
106,783$11.2M0.6%IndexVery LowDublin, OH2026-11-03
MBL Wealth, LLC
106,356$11.1M0.7%ETFLowCharlotte, NC2026-10-22
Valen Private Capital, LLC
105,255$11.0M3.4%ETFN/APaoli, PA2026-10-23
Cambridge Investment Research Advisors, Inc.
104,551$10.9K0.0%ETFLowFairfield, IA2026-11-02
Anderson Hoagland & Co
100,626$10.6M0.8%ETFLowSt Louis, MO2026-10-23
Slow Capital, Inc.
99,895$10.4M1.2%Agg GrowthLowGreenbrae, CA2026-10-23
Kestra Advisory Services, LLC
98,118$10.3M0.0%CoreLowAustin, TX2026-11-02
Central Pacific Bank - Trust Division
93,415$9.8M1.0%CoreMediumHonolulu, HI2026-10-06
Financial Solutions Advisory Group, Inc.
91,343$9.6M1.2%ETFMediumChicago, IL2026-10-28
Kestra Private Wealth Services, LLC
84,171$8.8M0.1%GrowthLowAustin, TX2026-10-30
Vested Financial Planning, LLC
83,357$8.7M6.1%ETFMediumSan Carlos, CA2026-10-28
Investment Research Partners LLC
76,937$8.0M2.7%CoreLowLemont, PA2026-10-19
Hughes Financial Services, LLC
76,506$8.1M1.0%ETFLowHerndon, VA2026-10-30
Elmwood Wealth Management, Inc.
76,090$8.0M1.9%ETFLowBerkeley, CA2026-10-14
Relyea Zuckerberg Hanson LLC
75,992$7.9M0.7%ETFLowStamford, CT2026-10-20
Truist Financial Corp
75,454$7.9M0.0%CoreLowCharlotte, NC2026-10-30
JFS Wealth Advisors, LLC
69,247$7.2M0.4%ETFVery LowHermitage, PA2026-11-03
Chesley Taft & Associates LLC
68,042$7.1M0.3%CoreLowChicago, IL2026-10-13
AUA Capital Management, LLC
66,825$7.0M3.3%ETFVery LowMechanicsburg, PA2026-10-15
Wedmont Private Capital
66,309$6.9M0.2%IndexVery LowWest Chester, PA2026-10-09
Root Financial Partners, LLC
65,537$6.9M0.2%ETFMediumEncinitas, CA2026-10-21
Ackerman Capital Advisors, LLC
63,834$6.7M1.3%ETFLowDallas, TX2026-10-30
Integrated Advisors Network LLC
62,144$6.5M0.3%GrowthMediumDallas, TX2026-10-20
Triad Wealth Partners, LLC
61,549$6.4M0.4%ETFMediumLawrence, KS2026-10-26
Aaron Wealth Advisors LLC
61,212$6.4M0.3%GrowthMediumChicago, IL2026-10-13
Sheets Smith Wealth Management
60,585$6.3M0.7%CoreLowWinston-Salem, NC2026-10-16
Single Point Partners, LLC
60,253$6.3M1.1%ETFVery LowBoston, MA2026-10-19
HUB Investment Partners, LLC
58,666$6.1M0.1%GrowthLowAustin, TX2026-11-03
Kings Path Partners LLC
58,559$6.1M1.6%ETFVery LowSugar Land, TX2026-10-21
Morton Brown Family Wealth, LLC
58,334$6.1M1.4%ETFVery LowAllentown, PA2026-10-23
Durante & Waters, LLC
57,335$6.0M3.9%ETFVery LowBrewster, NY2026-10-28
Opus Capital Group, LLC
56,866$5.9K0.0%ETFVery LowCincinnati, OH2026-10-30
Presilium Private Wealth, LLC
54,303$5.7M0.8%ETFVery LowRadnor, PA2026-10-26
Apex Wealth Management, LLC
52,522$5.5M3.2%ETFMediumBedford, NH2026-10-20
Symmetry Partners, LLC
52,187$5.5M0.3%ETFLowGlastonbury, CT2026-10-27
Simon Quick Advisors, LLC
52,079$5.4M0.2%ETFLowMorristown, NJ2026-10-26
Prospera Financial Services Inc
51,804$5.5M0.1%CoreMediumDallas, TX2026-11-04
Life Planning Partners, Inc
51,718$5.4M4.3%ETFVery LowJacksonville, FL2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
50,412$5.3M0.1%GrowthVery LowSeattle, WA2026-10-27
North Star Investment Management Corp.
50,132$5.2M0.3%CoreLowChicago, IL2026-10-27
XML Financial, LLC
49,969$5.2M0.4%ETFLowBethesda, MD2026-10-29
Syntegra Private Wealth Group, LLC
48,767$5.1M0.4%ETFLowChesterfield, MO2026-10-13
Voisard Asset Management Group, Inc.
48,358$5.1M0.9%ETFLowGrand Rapids, MI2026-10-13
Private Wealth Management Group, LLC
47,876$5.0M1.1%ETFLowPrinceton, NJ2026-10-19
Cliftonlarsonallen Wealth Advisors, LLC
46,623$4.9M0.1%ETFLowMinneapolis, MN2026-10-14
Dynamic Advisor Solutions LLC
46,342$4.8M0.1%ETFLowPhoenix, AZ2026-10-13
Vise Technologies, Inc.
46,265$4.8M0.0%IndexLowNew York, NY2026-10-29
Invested Advisors
45,314$4.7M4.0%CoreMediumState College, PA2026-10-23
Eagle Rock Investment Company, LLC
44,572$4.7M0.6%CoreLowAtlanta, GA2026-10-21
BCO Wealth Management LLC
43,896$4.6M2.5%ETFLowCarlsbad, NM2026-10-14
Aspen Wealth Management LLC
43,748$4.6M0.7%ETFLowFort Worth, TX2026-10-14
Curbstone Financial Management Corp
43,300$4.5M0.8%CoreLowManchester, NH2026-10-21
Equita Financial Network, Inc.
42,581$4.5M1.3%ETFLowFort Washington, PA2026-10-19
Diversified Portfolios, Inc.
42,223$4.4M0.3%ETFLowBloomfield Hills, MI2026-11-04
LJI Wealth Management, LLC
42,044$4.4M0.6%ETFLowIndianapolis, IN2026-10-28
Greenspring Advisors, LLC
41,938$4.4M0.2%ETFVery LowTowson, MD2026-11-05
Avantax Planning Partners, Inc.
41,258$4.3M0.1%ETFLowDubuque, IA2026-11-03
Baron Financial Group, LLC
40,725$4.3M2.1%ETFVery LowFair Lawn, NJ2026-10-09
Charles Schwab Trust Co
40,383$4.2M0.2%ETFLowHenderson, NV2026-10-15
Mullooly Asset Management, Inc.
39,000$4.1M1.3%ETFVery LowWall Township, NJ2026-10-30
McAdam, LLC
38,045$4.0M0.1%ETFLowPhiladelphia, PA2026-10-21
Patten Group, Inc.
37,760$3.9M0.6%CoreLowChattanooga, TN2026-10-26
Prosperity Planning, Inc.
37,317$3.9M0.9%ETFVery LowNorth Kansas City, MO2026-10-09
K2 Financial Inc.
36,637$3.8M2.7%ETFLowGlendora, CA2026-10-26
BlueChip Wealth Advisors LLC
36,245$3.8M1.3%ETFMediumMilton, GA2026-11-03
Wealth Architects, LLC
36,212$3.8M0.3%ETFVery LowMountain View, CA2026-11-03
Alhambra Investment Management LLC
35,916$3.8M1.6%CoreLowPalmetto Bay, FL2026-10-15
Farther Finance Advisors, LLC
35,479$3.7M0.0%IndexLowSan Francisco, CA2026-10-08
Brewster Financial Planning LLC
35,257$3.7M2.0%ETFVery LowBrooklyn, NY2026-10-13
Tassel Capital Management, Inc.
35,008$3.7M1.8%ETFLowMatthews, NC2026-10-20
Cullen T Bankers, Inc.
34,042$3.6M0.0%GrowthLowSan Antonio, TX2026-10-28
RFG Advisory, LLC
33,281$3.5M0.0%ETFMediumBirmingham, AL2026-11-03
Avidian Wealth Enterprises, LLC
32,870$3.4M0.1%ETFLowHouston, TX2026-10-08
Avail Investment Partners, LLC
31,623$3.3M2.4%CoreMediumLemont, PA2026-10-16
Waterway Wealth Management, LLC
31,007$3.2M0.6%ETFMediumThe Woodlands, TX2026-10-28
Hudson Oak Wealth Advisory LLC
29,758$3.1M2.4%ETFVery LowHoboken, NJ2026-10-16
AlphaCore Capital LLC
29,632$3.1M0.0%ETFLowLa Jolla, CA2026-11-04
Johnson Bixby & Associates, LLC
29,575$3.1M0.3%ETFMediumVancouver, WA2026-10-14
Fonville Wealth Management LLC
29,451$3.1M0.5%ETFVery LowRichmond, VA2026-10-28
Washington Trust Bank
28,820$3.0M0.2%CoreLowSpokane, WA2026-11-03
James Investment Research, Inc.
28,240$3.0M0.3%CoreLowAlpha, OH2026-10-22
Brown, Lisle Ings, Inc.
27,927$2.9M0.6%CoreVery LowProvidence, RI2026-10-16
Perigon Wealth Management, LLC
27,362$2.9M0.0%GrowthLowSan Francisco, CA2026-10-22
KFA Private Wealth Group, LLC
27,307$2.9M0.7%ETFLowTysons, VA2026-10-07
Conrad Siegel Investment Advisors, Inc.
27,251$2.8M0.5%ETFLowHarrisburg, PA2026-10-08
EverSource Wealth Advisors, LLC
27,023$2.8M0.1%CoreMediumBirmingham, AL2026-11-04
Legacy Financial Group, Inc.
26,997$2.8M0.6%ETFLowTulsa, OK2026-10-21
Sigma Investment Counselors Inc
25,998$2.7M0.1%ETFLowNorthville, MI2026-10-27
Avant Financial Advisors LLC
25,910$2.7M1.6%ETFVery LowAustin, TX2026-11-02
Axxcess Wealth Management, LLC
25,570$2.7M0.1%CoreLowCarlsbad, CA2026-10-21
Pines Wealth Management, LLC
25,466$2.7M0.8%GrowthLowSouthern Pines, NC2026-10-21
Greenleaf Trust
25,218$2.6M0.0%CoreLowKalamazoo, MI2026-10-29
Certior Financial Group, LLC
24,872$2.6M1.4%ETFMediumKing Of Prussia, PA2026-10-19
Omega Financial Group, LLC
24,826$2.6M0.8%ETFVery LowSanta Barbara, CA2026-10-29
Wealthcare Capital Management LLC
24,542$2.6M0.3%ETFVery LowRichmond, VA2026-10-21
Clear Wave Wealth Management LLC
24,511$2.6M0.4%ETFN/ARed Bank, NJ2026-11-04
Stone Summit Wealth LLC
24,156$2.5M0.7%ETFLowMiami, FL2026-10-14
United Advisor Group, LLC
24,129$2.5M0.2%ETFLowCincinnati, OH2026-11-03
Safir Wealth Advisors, LLC
23,631$2.5M1.6%ETFVery LowGreenland, NH2026-10-16
Unison Advisors LLC
23,288$2.4M0.2%ETFVery LowProvidence, RI2026-10-29
Premier Path Wealth Partners, LLC
23,277$2.4M0.3%GrowthMediumMadison, NJ2026-10-16
1900 Wealth Management LLC
23,213$2.4M0.1%ETFLowSan Antonio, TX2026-10-13
Altiora Financial Group, LLC
22,849$2.4M0.4%ETFLowLebanon, OH2026-11-04
Wiser Wealth Management, Inc
22,829$2.4M0.4%ETFVery LowMarietta, GA2026-10-14
Pinnacle Bancorp, Inc.
22,731$2.4M0.6%CoreVery LowBeatrice, NE2026-10-21
Fifth Third Securities, Inc.
22,304$2.3M0.1%ETFLowCincinnati, OH2026-10-21
GLR Partners, LLC
22,024$2.3M1.1%GrowthN/AColumbia, MD2026-11-04
May Hill Capital, LLC
21,988$2.3M0.5%ETFLowCohasset, MA2026-11-03
Old Second National Bank of Aurora
21,949$2.3M0.5%CoreLowAurora, IL2026-10-22
FC Advisory LLC
21,854$2.3M0.6%ETFVery LowWest Chester, PA2026-10-05
MLG Wealth Management DBA Pine Grove Financial Group
21,808$2.3M0.2%ETFMediumWoodbury, MN2026-10-13
Founders Grove Wealth Partners, LLC
21,671$2.3M0.4%ETFLowRichmond, VA2026-10-16
Advus Financial Partners, LLC
21,642$2.3M0.6%ETFLowWinter Park, FL2026-10-20
Concurrent Investment Advisors, LLC
21,623$2.3M0.0%GrowthMediumTampa, FL2026-10-16
Walkner Condon Financial Advisors LLC
21,556$2.3M0.2%ETFLowVerona, WI2026-11-02
Keybank National Association
21,555$2.3M0.0%CoreLowBrooklyn, OH2026-11-04
Narus Financial Partners, LLC
21,096$2.2M0.6%ValueLowSalt Lake City, UT2026-10-19
Wesbanco Bank Inc
20,928$2.2M0.1%CoreLowWheeling, WV2026-11-04
Belleair Asset Management, LLC
20,660$2.2M1.8%ETFVery LowBelleair Bluffs, FL2026-11-03
Sfam, LLC
20,597$2.2M1.7%ETFVery LowElmhurst, IL2026-11-03
Rosenberg Matthew Hamilton
20,494$2.1M0.4%ETFVery LowGrand Junction, CO2026-10-05
1620 Investment Advisors, Inc.
20,254$2.1M1.3%ValueLowPlymouth, MA2026-11-04
Sentinel Pension Advisors, LLC
20,154$2.1M0.3%ETFLowWakefield, MA2026-11-02
Meridian Wealth Management, LLC
20,127$2.1M0.1%GrowthLowLexington, KY2026-11-05
Evensky & Katz LLC
20,104$2.1K0.0%ETFVery LowCoral Gables, FL2026-10-27
McNaughton Wealth Management, LLC
20,061$2.1M0.7%ETFLowSan Diego, CA2026-10-09
S.A. Mason LLC
19,650$2.1M0.6%GrowthVery LowHolland, MI2026-10-13
Phillips Financial Management, LLC
19,449$2.0M0.2%ETFVery LowFort Wayne, IN2026-10-19
VestGen Advisors, LLC
19,365$2.0M0.1%GrowthMediumChicago, IL2026-10-27
Ironwood Wealth Management, Llc.
18,906$2.0M0.4%ETFLowChandler, AZ2026-10-28
Lido Advisors, LLC
18,726$2.0M0.0%GrowthLowLos Angeles, CA2026-11-04
Factor Wealth Management LTD
17,844$1.9M0.3%ETFLowChicago, IL2026-10-08
Redhawk Wealth Advisors, Inc.
17,590$1.8M0.2%ETFHighMinneapolis, MN2026-10-14
SteelPeak Wealth, LLC
17,586$1.8M0.0%GrowthHighWoodland Hills, CA2026-10-16
Lake Hills Wealth Management, LLC
17,496$1.8M0.8%ETFVery HighAustin, TX2026-10-07
Cypress Capital Group
17,414$1.8M0.2%CoreLowPalm Beach, FL2026-11-03
IFG Advisors, LLC
17,198$1.8M0.2%ETFVery LowSt. Louis, MO2026-10-15
Roth Financial Partners LLC
17,195$1.8M0.5%ETFVery LowKingwood, TX2026-10-06
Apeiron RIA LLC
17,043$1.8M0.4%ETFMediumDallas, TX2026-10-08
Smith Thornton Advisors LLC
16,789$1.8M0.8%ETFVery LowHuntsville, AL2026-10-16
Bangor Savings Bank
16,789$1.8M0.1%ETFLowBangor, ME2026-10-06
Foronjy Financial LLC
16,528$1.7M0.6%ETFLowLos Osos, CA2026-10-14
L.K. Benson & Company, P.C.
16,310$1.7M0.5%YieldVery LowTimonium, MD2026-10-23
Boltwood Capital Management
16,015$1.7M0.4%ETFVery LowWalnut Creek, CA2026-10-02
Investment Partners, Ltd.
15,950$1.7M0.3%ETFVery LowNew Philadelphia, OH2026-10-29
CWS Financial Advisors, LLC
15,803$1.7M0.4%ETFVery LowKalamazoo, MI2026-10-16
Atria Investments, Inc
15,792$1.7M0.0%CoreMediumCharlotte, NC2026-10-15
Flagship Harbor Advisors, LLC
15,644$1.6M0.1%ETFMediumBoston, MA2026-10-26
IFP Advisors, Inc
15,616$1.6M0.0%GrowthLowTampa, FL2026-10-16
McBroom & Associates, LLC
15,375$1.6M1.0%GrowthLowLas Vegas, NV2026-10-29
Juncture Wealth Strategies, LLC
15,282$1.6M0.4%ETFLowScottsdale, AZ2026-10-06
Greenwood Gearhart LLC
15,000$1.6M0.1%ETFLowFayetteville, AR2026-11-02
First Heartland Consultants, Inc.
14,980$1.6M0.1%ETFMediumLake St. Louis, MO2026-10-08
XY Planning Network, Inc.
14,853$1.6M0.2%ETFLowBozeman, MT2026-10-14
White Lighthouse Investment Management Inc.
14,500$1.5M0.2%ETFVery LowBedford, MA2026-10-21
Chicago Partners Investment Group LLC
14,412$1.5M0.0%GARPLowChicago, IL2026-10-27
ADE, LLC
14,386$1.5M0.6%ETFLowBaltimore, MD2026-10-29
Human Investing LLC
14,208$1.5M0.2%ETFVery LowLake Oswego, OR2026-10-19
Soltis Investment Advisors LLC
14,154$1.5M0.1%CoreMediumSt. George, UT2026-10-28
Montag A & Associates Inc
14,061$1.5M0.1%CoreLowAtlanta, GA2026-10-29
True Link Financial Advisors, LLC
13,885$1.5M0.1%ETFLowSan Francisco, CA2026-10-27
Heartwood Wealth Advisors LLC
13,868$1.4M0.1%ETFLowRichmond, VA2026-10-05
Accredited Investor Services, LLC
13,831$1.4M0.8%ETFVery LowSt. Cloud, MN2026-10-22
Procyon Advisors, LLC
13,796$1.4M0.1%CoreVery LowShelton, CT2026-10-21
Stewardship Advisors, LLC
13,628$1.4M0.3%ETFMediumMount Joy, PA2026-10-20
ARS Wealth Advisors Group, LLC
13,464$1.4M0.1%CoreLowSt. Petersburg, FL2026-10-16
Roan Capital Partners
13,303$1.4M1.0%ETFMediumJohnson City, TN2026-10-09
Joel Adams & Associates, Inc.
13,244$1.4M0.9%ETFLowAsheville, NC2026-11-02
Colton Groome Financial Advisors, LLC
13,221$1.4M0.3%ETFLowAsheville, NC2026-10-06
Plancorp, LLC
13,118$1.4M0.0%ETFLowSaint Louis, MO2026-11-03
Shore Point Advisors, LLC
13,107$1.4M0.4%ETFLowBrielle, NJ2026-10-14
Galvin, Gaustad & Stein, LLC
12,948$1.4M0.1%CoreMediumScottsdale, AZ2026-10-08
O'Domhnaill Enterprises, Inc.
12,578$1.3M1.0%GrowthHighCody, WY2026-10-29
WBH Advisory Inc
12,558$1.3M0.1%ETFLowBaltimore, MD2026-11-05
Veratis Advisors, Inc.
12,512$1.3M1.0%ETFN/ACary, NC2026-11-03
Wingate Wealth Advisors, Inc.
12,341$1.3M0.5%ETFVery LowLexington, MA2026-10-26
First National Trust Co
11,991$1.3M0.0%GrowthLowJohnstown, PA2026-10-28
Capital Investment Advisory Services, LLC
11,843$1.2M0.1%CoreMediumRaleigh, NC2026-10-30
Midwest Trust Co
11,550$1.2M0.0%CoreLowOverland Park, KS2026-10-22
Strategic Blueprint, LLC
11,501$1.2M0.1%ETFLowAtlanta, GA2026-10-22
Intergy Private Wealth, LLC
11,501$1.2M0.3%ETFVery LowColorado Springs, CO2026-10-16
Wealth Forward, LLC
11,286$1.2M0.5%ETFMediumFargo, ND2026-10-14
Timonier Family Office, Ltd.
11,232$1.2M0.4%ETFVery LowWinston Salem, NC2026-11-03
Archvest Wealth Advisors, Inc.
11,170$1.2M0.6%ETFLowConcord, CA2026-10-29
Hobart Private Capital, LLC
11,135$1.2M0.2%ETFMediumCharlotte, NC2026-10-19
Ascentis Independent Advisors
11,074$1.2M0.1%ETFLowDallas, TX2026-11-03
Diversified Enterprises, LLC
11,058$1.2M0.1%ETFVery LowWilmington, DE2026-10-19
Rodgers & Associates, LTD
10,872$1.1M0.1%ETFVery LowLancaster, PA2026-10-20
Orin Green Financial, LLC
10,833$1.1M0.4%ETFVery LowSan Diego, CA2026-10-19
Boston Trust Walden Corp
10,773$1.1M0.0%CoreLowBoston, MA2026-10-30
Capital Investment Advisors, LLC
10,606$1.1M0.0%CoreLowAtlanta, GA2026-10-22
Bryn Mawr Trust Advisors, LLC
10,450$1.1M0.0%CoreLowPhiladelphia, PA2026-11-04
Bfsg, LLC
10,425$1.1M0.1%CoreLowIrvine, CA2026-10-30
FSM Wealth Advisors, LLC
10,257$1.1M0.1%ETFLowCleveland, OH2026-10-27
Crusonia Wealth Advisors LLC
10,087$1.1M0.2%ETFVery LowDenver, CO2026-10-26
Sonata Capital Group Inc
9,941$1.0M0.3%ETFVery LowSeattle, WA2026-10-19
Wright Wealth LLC
9,876$1.0M0.6%ETFLowAtlanta, GA2026-10-29
Cosner Financial Group, LLC
9,873$1.0M0.5%ETFLowWindsor, CO2026-11-03
TruNorth Capital Management, LLC
9,734$1.0M0.2%ETFLowKalamazoo, MI2026-10-14
Orange Investment Advisors, Inc.
9,715$1.0M0.1%CoreLowGoshen, NY2026-10-23
Patriot Investment Management Group, Inc.
9,595$1.0M0.1%ETFVery LowKnoxville, TN2026-10-15
Dynamic Wealth Strategies, LLC
9,541$997.4K0.5%ETFLowGranite Bay, CA2026-10-16
RW Investment Management LLC
9,259$967.9K0.1%ETFLowEagle, ID2026-11-03
Edgemoor Investment Advisors, Inc.
9,149$956.4K0.1%CoreVery LowBethesda, MD2026-11-03
Arkfeld Wealth Strategies, L.L.C.
9,120$952.5K0.3%ValueLowOmaha, NE2026-10-19
Fragasso Financial Advisors Inc
9,087$952.2K0.0%ETFLowSewickley, PA2026-10-13
Rare Wolf Capital LLC
9,008$941.7K0.6%CoreMediumBellevue, WA2026-10-20
YHB Investment Advisors, Inc.
8,978$938.6K0.1%GrowthLowWest Hartford, CT2026-10-08
Diversify Advisory Services, LLC
8,925$939.7K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
8,925$939.7K0.0%GrowthMediumSandy, UT2026-10-20
Greenup Street Wealth Management LLC
8,805$920.5K0.1%ETFMediumOverland Park, KS2026-10-28
Prairiewood Capital, LLC
8,801$920.1K0.2%ETFVery LowFargo, ND2026-10-16
Aletheian Wealth Advisors LLC
8,763$916.0K0.4%ETFVery LowBellevue, WA2026-10-08
Chatham Capital Group, Inc.
8,675$906.9K0.1%CoreLowSavannah, GA2026-10-16
CGN Advisors LLC
8,556$894.5K0.1%ETFLowManhattan, KS2026-10-21
Claro Advisors Inc.
8,542$892.9K0.1%CoreLowBoston, MA2026-11-02
TriaGen Wealth Management LLC
8,541$892.9K0.2%CoreMediumCalabasas, CA2026-10-14
Hill Island Financial LLC
8,486$887.1K0.2%ETFLowGrand Rapids, MI2026-10-20
Kwmg, LLC
8,401$878.2K0.1%ETFVery LowOverland Park, KS2026-10-07
Postrock Partners LLC
8,400$878.1K0.4%CoreVery LowOverland Park, KS2026-11-02
MassMutual Private Wealth & Trust, FSB
8,363$874.3K0.0%CoreLowSpringfield, MA2026-10-05
Wealthcare Capital Partners, LLC
8,224$859.7K0.3%ETFLowWest Chester, PA2026-10-21
West Paces Advisors Inc.
8,223$859.6K0.1%ETFLowAtlanta, GA2026-10-13
Gradient Investments LLC
8,213$858.6K0.0%CoreMediumArden Hills, MN2026-10-08
Westover Capital Advisors, LLC
8,187$855.9K0.1%MomentumLowWilmington, DE2026-10-26
RCS Financial Planning, LLC
8,157$852.8K0.5%ETFMediumAnnapolis, MD2026-10-14
Outbound Financial Inc
8,142$851.2K0.5%ETFLowBoulder, CO2026-10-13
Oasis Advisors, LLC
8,095$846.2K0.4%ETFMediumForest City, IA2026-10-16
LeConte Wealth Management, LLC
8,061$842.7K0.5%GrowthMediumMaryville, TN2026-10-20
ARK & TLK Investments, LLC
8,059$842.5K0.2%ETFLowOklahoma City, OK2026-10-20
Bailard, Inc.
8,034$839.9K0.0%GrowthMediumFoster City, CA2026-10-13
NBT Bank, N.A.
7,955$831.6K0.1%CoreLowNorwich, NY2026-10-21
Everhart Financial Group, Inc.
7,785$813.9K0.1%ETFLowDublin, OH2026-10-08
Trust Co
7,781$813.5K0.1%ETFVery LowManhattan, KS2026-10-09
Maryland Capital Advisors Inc.
7,707$805.7K0.3%ETFVery LowChester, MD2026-10-15
Trinity Wealth Management, LLC
7,634$798.1K0.3%ETFMediumBerwyn, PA2026-10-13
Peak Wealth Management LLC
7,596$799.9K0.5%ETFMediumNashua, NH2026-10-26
Elevate Wealth Advisory, Inc
7,593$793.8K0.4%ETFVery LowAthens, GA2026-10-29
Blake Schutter Theil Wealth Advisors, LLC
7,593$793.8K0.5%ETFLowDayton, OH2026-11-02
Firestone Capital Management
7,483$782.2K0.1%ETFVery LowSouth Miami, FL2026-11-03
Orgel Wealth Management, LLC
7,458$779.7K0.0%ETFMediumAltoona, WI2026-10-14
L. Roy Papp & Associates, LLP
7,350$768.4K0.1%CoreVery LowPhoenix, AZ2026-10-21
Destiny Wealth Partners, LLC
7,344$777.3K0.1%ETFMediumTavares, FL2026-11-05
Legacy Private Trust Co.
7,258$758.8K0.0%ETFLowNeenah, WI2026-10-06
Objective Capital Management, LLC
7,199$752.6K0.7%ETFLowFairlawn, OH2026-10-13
Rinkey Investments
7,165$749.0K0.2%ETFLowSan Diego, CA2026-10-28
Foguth Wealth Management, Llc.
7,008$737.8K0.1%ETFHighBrighton, MI2026-10-19
First Affirmative Financial Network
6,856$716.7K0.2%CoreN/AColorado Springs, CO2026-10-21
Flagship Private Wealth, LLC
6,684$698.8K0.2%ETFLowWoburn, MA2026-11-05
Patten & Patten Inc
6,615$691.5K0.0%CoreLowChattanooga, TN2026-10-26
Discipline Wealth Solutions, LLC
6,561$685.9K0.1%ETFLowGreenville, SC2026-10-14
Clear Creek Financial Management, LLC
6,558$685.6K0.1%ETFMediumSilverdale, WA2026-10-28
Accurate Wealth Management, LLC
6,524$685.2K0.1%CoreMediumWesley Chapel, FL2026-10-20
Creative Financial Designs Inc
6,472$676.6K0.0%ETFMediumKokomo, IN2026-11-04
Archford Capital Strategies, LLC
6,449$674.2K0.1%GrowthMediumSwansea, IL2026-10-19
Ballast Rock Private Wealth LLC
6,262$654.7K0.3%ETFMediumCharleston, SC2026-10-26
Sigma Planning Corp
6,201$649.8K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Grimes & Co Wealth Management, LLC
6,162$644.1K0.0%CoreLowWestborough, MA2026-10-29
Glass Jacobson Investment Advisors llc
6,074$635.0K0.2%ETFLowOwings Mills, MD2026-10-26
Calamos Wealth Management LLC
6,020$629.3K0.0%GrowthMediumNaperville, IL2026-11-02
Independent Financial Group, LLC
5,962$623.3K0.0%GrowthLowSan Diego, CA2026-10-13
Bernardo Wealth Planning LLC
5,958$622.9K0.1%ETFVery LowHarleysville, PA2026-10-23
Two West Capital Advisors LLC
5,900$614.5K0.3%ETFLowOverland Park, KS2026-10-15
First Community Trust NA
5,865$613.1K0.2%GrowthLowDubuque, IA2026-10-07
Princeton Global Asset Management LLC
5,852$611.8K0.1%GrowthLowPrinceton, NJ2026-10-21
Mills Wealth Advisors LLC
5,794$605.7K0.2%ETFMediumSouthlake, TX2026-10-22
Veery Capital, LLC
5,769$603.1K0.2%ETFVery LowWilmington, DE2026-10-07
Capital Investment Services of America, Inc.
5,750$601.1K0.1%GrowthLowMilwaukee, WI2026-11-02
Scott Capital Advisors, LLC
5,743$599.8K0.1%ETFVery LowPortland, OR2026-10-13
Investment Planning Advisors, Inc.
5,721$598.0K0.1%ETFMediumCumming, GA2026-10-14
FF Advisors,LLC
5,712$597.1K0.2%ETFLowManhattan Beach, CA2026-10-21
Parkside Financial Bank & Trust
5,712$597.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Csenge Advisory Group
5,690$594.9K0.0%ETFMediumClearwater, FL2026-11-04
Bull Street Advisors, LLC
5,625$5880.0%CoreVery LowSavannah, GA2026-10-20
WJ Wealth Management, LLC
5,577$583.0K0.2%ETFMediumGlendale, AZ2026-11-03
CWA Asset Management Group, LLC
5,569$582.2K0.0%CoreMediumNaples, FL2026-10-19
Power Wealth Management LLC
5,563$581.6K0.2%ETFLowAlpharetta, GA2026-10-27
Code Waechter LLC
5,514$576.5K0.3%ETFLowTampa, FL2026-10-23
OceanIQ Capital, LLC
5,457$573.1K0.3%GrowthN/APalo Alto, CA2026-10-19
Rockport Wealth LLC
5,445$569.2K0.1%ETFMediumFairview Park, OH2026-11-03
W.H. Cornerstone Investments Inc.
5,395$564.0K0.3%CoreLowKingston, MA2026-11-03
Waldron Private Wealth LLC
5,340$558.2K0.0%ETFVery LowBridgeville, PA2026-11-02
StoneX Group Inc.
5,331$557.3K0.0%ETFMediumNew York, NY2026-11-03
Aerodigm Wealth, LLC
5,275$551.4K0.2%ETFLowLake Oswego, OR2026-10-16
SAX Wealth Advisors, LLC
5,247$548.5K0.0%ETFVery LowParsippany, NJ2026-10-13
Tompkins Financial Corp
5,205$544.1K0.0%CoreLowIthaca, NY2026-10-05
Pacific Park Financial, Inc.
5,190$542.6K0.3%ETFMediumLagina Hills, CA2026-10-13
Onyx Bridge Wealth Group LLC
5,187$542.3K0.0%ETFMediumTarrytown, NY2026-10-16
LaFleur & Godfrey LLC
5,185$542.0K0.1%GrowthLowGrand Rapids, MI2026-10-27
Physician Wealth Advisors, Inc.
5,181$541.6K0.1%ETFMediumMidvale, UT2026-10-20
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
5,169$540.4K0.0%ETFMediumWestlake, OH2026-10-14
American Institute for Advanced Investment Management, LLP
5,125$535.8K0.3%ETFLowScottsdale, AZ2026-11-03
M Holdings Securities, Inc.
5,063$531.0K0.2%ETFHighPortland, OR2026-11-03
Shepherd Street Advisors LLC
5,026$526.7K0.5%GrowthLowLarkspur, CA2026-10-21
Brighton Jones LLC
5,017$524.5K0.0%CoreVery LowSeattle, WA2026-11-03
Allen Capital Group, LLC
5,007$523.4K0.0%CoreLowGrand Island, NE2026-10-27
Hunter Associates Investment Management LLC
5,000$5230.0%CoreLowPittsburgh, PA2026-10-26
Revolve Wealth Partners, LLC
4,954$517.9K0.1%ETFVery LowHackensack, NJ2026-10-23
Novem Group
4,891$511.4K0.1%ETFMediumRochester, NY2026-10-19
Shrier Wealth Management, LLC
4,813$503.2K0.2%CoreVery LowLos Angeles, CA2026-10-20
Aviance Capital Partners, LLC
4,766$498.2K0.1%CoreLowNaples, FL2026-10-29
Approach Retirement Advisors, LLC
4,739$495.4K0.4%ETFLowVestavia, AL2026-10-22
CoreCap Advisors, LLC
4,680$489.3K0.0%ETFMediumSouthfield, MI2026-10-08
Biltmore Family Office, LLC
4,680$489.2K0.1%GrowthLowCharlotte, NC2026-11-03
Beaumont Financial Advisors, LLC
4,643$485.4K0.0%GrowthMediumNeedham, MA2026-10-22
Avid Wealth Partners LLC
4,562$476.9K0.2%ETFMediumSan Antonio, TX2026-11-03
Main Line Retirement Advisors, LLC
4,464$466.6K0.2%ETFLowWhitefish, MT2026-10-14
Ashton Thomas Private Wealth, LLC
4,431$463.2K0.0%CoreMediumScottsdale, AZ2026-11-03
Smith & Howard Wealth Management, LLC
4,400$460.0K0.1%ETFLowAtlanta, GA2026-10-27
Helium Advisors LLC
4,389$458.8K0.4%ETFLowVancouver, WA2026-10-23
Collective Family Office LLC
4,321$451.7K0.1%ETFLowYork, PA2026-10-05
Gibbs Wealth Management
4,282$447.6K0.0%CoreLowAlpharetta, GA2026-10-22
Garde Capital, Inc.
4,250$444.3K0.0%ETFLowSeattle, WA2026-10-29
15 Wealth Advisors LLC
4,204$439.4K0.1%ETFN/AMundelein, IL2026-10-14
Eagle Bay Advisors LLC
4,180$437.0K0.3%GrowthMediumNew York, NY2026-10-16
Financial Insights, Inc.
4,132$432.0K0.1%ETFLowTacoma, WA2026-10-27
Lighthouse Financial LLC
4,101$428.7K0.2%Agg GrowthLowLargo, FL2026-10-23
Polaris Investment Advisors, LLC
4,078$426.3K0.3%ETFMediumFramingham, MA2026-10-20
Davenport & Co LLC
4,077$426.2K0.0%CoreMediumRichmond, VA2026-10-14
Wedbush Securities Inc
4,022$4210.0%CoreLowPasadena, CA2026-10-22
MCF Advisors LLC
4,007$418.9K0.0%ETFLowLexington, KY2026-10-28
NorthCrest Asset Manangement, LLC
4,005$419.0K0.0%GrowthLowPlymouth, MN2026-10-13
Parallel Advisors, LLC
4,001$418.3K0.0%IndexLowSan Francisco, CA2026-11-03
HCR Wealth Advisors
4,000$418.2K0.0%GrowthLowLos Angeles, CA2026-10-15
Steel Grove Capital Advisors, LLC
4,000$418.2K0.0%ETFLowMemphis, TN2026-10-13
Split Rock Private Trading & Wealth Management, LLC
3,991$417.2K0.3%GrowthMediumCloquet, MN2026-10-15
Capstone Capital LLC
3,957$413.7K0.2%ETFVery LowHenderson, NV2026-10-14
Curtis Advisory Group, LLC
3,927$410.5K0.1%ETFLowSanta Barbara, CA2026-10-28
Cherry Tree Wealth Management, LLC
3,910$408.8K0.1%ETFVery LowMinnetonka, MN2026-10-15
WPG Advisers, LLC
3,909$408.6K0.2%CoreLowBaltimore, MD2026-10-27
Wilmington Savings Fund Society, FSB
3,873$404.9K0.0%CoreLowWilmington, DE2026-10-23
Smithbridge Asset Management Inc
3,869$404.5K0.1%GrowthLowChadds Ford, PA2026-10-19
KRM Wealth Management L.L.C.
3,859$403.4K0.2%ETFVery LowReno, NV2026-11-02
Bdfs Capital LLC
3,845$402.0K0.2%ETFLowRehoboth Beach, DE2026-10-14
NTV Asset Management LLC
3,761$393.2K0.0%GrowthLowCharleston, WV2026-10-23
Atwater Malick LLC
3,729$389.8K0.1%CoreLowLancaster, PA2026-10-15
River Street Advisors LLC
3,690$385.8K0.1%CoreLowAurora, IL2026-10-22
Patriot Financial Group Insurance Agency, LLC
3,687$385.4K0.0%GrowthLowWalpole, MA2026-10-14
Team Financial Group, LLC
3,624$378.9K0.1%ETFLowTemecula, CA2026-10-30
Spire Wealth Management
3,624$378.9K0.0%GrowthMediumMclean, VA2026-10-30
Cap Partners, LLC
3,593$375.6K0.2%ETFLowFranklin, TN2026-10-19
Riversedge Advisors, LLC
3,562$372.3K0.0%ETFMediumWilmington, DE2026-10-09
Rede Wealth, LLC
3,544$370.5K0.1%ValueMediumCharlottesville, VA2026-10-22
Blue Trust, Inc.
3,487$364.5K0.0%ETFLowBrentwood, TN2026-10-15
Waller Financial Planning Group, Inc
3,443$359.9K0.1%ETFMediumColumbus, OH2026-10-07
Foundation Wealth Management, Llc\pa
3,431$358.7K0.1%ETFLowMedia, PA2026-10-14
Precedent Wealth Partners, LLC
3,427$358.3K0.1%ETFMediumHouston, TX2026-10-21
Lakeshore Financial Planning, Inc.
3,406$356.1K0.1%ETFLowSt. Clair Shores, MI2026-10-13
Chris Bulman Inc
3,402$355.6K0.1%ETFLowRoseville, CA2026-10-20
Foster Group, Inc.
3,348$350.0K0.0%ETFVery LowUrbandale, IA2026-10-13
Heritage Wealth Management, Inc.
3,343$349.5K0.1%ETFLowSan Diego, CA2026-10-27
Virtue Capital Management, LLC
3,314$346.4K0.0%GrowthHighBrentwood, TN2026-10-29
Lanark Financial, Inc.
3,312$346.2K0.0%CoreMediumBirmingham, AL2026-10-26
Global Wealth Management Investment Advisory, Inc.
3,306$345.6K0.0%CoreLowFort Lauderdale, FL2026-11-04
Petersen Hastings Wealth Advisors Inc.
3,302$345.2K0.0%ETFLowKennewick, WA2026-10-27
Riverbend Wealth Management, LLC
3,285$343.4K0.2%GrowthLowMyrtle Beach, SC2026-10-15
Horst & Graben Wealth Management LLC
3,253$340.1K0.0%ETFMediumPortland, OR2026-11-02
LexAurum Advisors, LLC
3,246$339.3K0.0%ETFLowOverland Park, KS2026-10-19
McKinley Carter Wealth Services, Inc.
3,221$336.7K0.0%ETFMediumWheeling, WV2026-10-16
R2 Capital Strategies, LLC
3,160$330.3K0.1%ETFN/ALincoln, NE2026-10-15
First Horizon Corp
3,124$326.6K0.0%CoreLowMemphis, TN2026-10-26
Apollon Wealth Management, LLC
3,107$324.8K0.0%GrowthLowMount Pleasant, SC2026-10-23
Cannon Financial Strategists, Inc.
3,098$323.9K0.0%ETFVery LowAthens, GA2026-10-19
Wise Wealth Partners
3,032$317.0K0.6%ETFMediumPhoenix, AZ2026-10-14
Vaquero Private Wealth, LTD
3,031$316.9K0.1%ETFN/ADallas, TX2026-10-27
Kingswood Wealth Advisors, LLC
3,012$314.9K0.0%GrowthLowSan Diego, CA2026-10-23
Probity Advisors, Inc.
3,007$314.4K0.0%ETFLowDallas, TX2026-10-23
Agate Pass Investment Management, LLC
3,004$314.0K0.1%CoreLowBainbridge Island, WA2026-10-20
Busey Bank
3,000$313.6K0.0%GrowthVery LowUrbana, IL2026-10-26
Everett Harris & Co
3,000$313.6K0.0%CoreVery LowLos Angeles, CA2026-10-28
Heritage Investors Management Corp
3,000$3140.0%CoreVery LowBethesda, MD2026-10-29
Capital Advisors Wealth Management, LLC
2,961$309.5K0.0%ETFLowYakima, WA2026-10-09
Sagespring Wealth Partners, LLC
2,910$304.2K0.0%ETFLowFranklin, TN2026-10-22
Essential Planning, Llc.
2,898$302.9K0.1%ETFLowPortsmouth, NH2026-10-21
Venture Visionary Partners LLC
2,891$302.3K0.0%CoreLowSylvania, OH2026-10-07
Carolina Wealth Management Inc
2,832$296.1K0.1%ETFN/AGreenville, NC2026-10-29
Mezzasalma Advisors, LLC
2,771$289.7K0.1%GrowthLowTinton Falls, NJ2026-10-14
DT Investment Partners, LLC
2,759$288.4K0.0%ETFVery LowChadds Ford, PA2026-10-27
Wlth Capital Management, LLC
2,753$287.8K1.8%ETFN/AChandler, AZ2026-10-20
Grandfield & Dodd, LLC
2,750$287.5K0.0%CoreVery LowNew York, NY2026-10-29
Eagle Strategies LLC
2,733$285.7K0.0%ETFLowNew York, NY2026-10-16
Navigate Wealth Management, LLC
2,725$285.6K0.2%ETFLowBirmingham, AL2026-10-14
Gemmer Asset Management LLC
2,716$284.0K0.0%ETFLowWalnut Creek, CA2026-10-16
Sterling Investment Counsel, LLC
2,695$281.7K0.1%GrowthLowBuffalo, NY2026-10-19
Lake Street Private Wealth, LLC
2,687$280.9K0.0%GrowthLowChicago, IL2026-10-22
Integris Wealth Management, LLC
2,685$280.7K0.1%ETFVery LowMonterey, CA2026-10-14
Weitzel Financial Services, Inc.
2,677$280.5K0.1%ETFVery LowDubuque, IA2026-10-16
Traveka Wealth, LLC
2,653$277.3K0.1%ETFLowLos Altos, CA2026-10-19
Baldwin Wealth Partners LLC
2,640$276.0K0.0%GrowthLowMarion, MA2026-10-13
Asset Allocation Strategies LLC
2,608$272.6K0.0%ETFMediumFarmington, MI2026-10-20
Legacy Financial Strategies, LLC
2,593$271.0K0.0%ETFLowOverland Park, KS2026-10-15
Armor Investment Advisors, LLC
2,592$271.0K0.1%ETFLowRaleigh, NC2026-10-27
Mattern Capital Management, LLC
2,567$268.4K0.0%CoreMediumLakewood, CO2026-11-02
Hidden Cove Wealth Management, LLC
2,545$266.1K0.1%GrowthHighBainbridge Island, WA2026-10-19
Lockerman Financial Group, Inc.
2,544$266.0K0.4%ETFMediumNewport Beach, CA2026-10-19
Lighthouse Financial Services Inc
2,541$265.7K0.1%ETFVery LowBrea, CA2026-11-02
White & Co Financial Planning Inc
2,527$269.1K0.2%ETFVery LowSunnyside, WA2026-10-16
Embree Financial Group
2,525$264.0K0.0%ETFLowChicago, IL2026-10-22
Leading Edge Financial Planning LLC
2,510$262.4K0.1%ETFLowKnoxville, TN2026-10-23
Unified Investment Management
2,500$261.4K0.2%CoreLowAtlanta, GA2026-10-14
Envision Financial LLC
2,498$261.1K0.1%ETFLowBrookfield, WI2026-10-15
1834 Investment Advisors Co
2,484$259.7K0.0%ValueLowMilwaukee, WI2026-10-16
Sowell Financial Services LLC
2,473$258.6K0.0%CoreLowNorth Little Rock, AR2026-10-23
Capital Advisors, Ltd. LLC
2,452$2560.0%ETFLowShaker Heights, OH2026-10-27
Hurlow Wealth Management Group, Inc.
2,447$255.8K0.1%ETFVery LowBloomington, IN2026-10-29
Wealth Effects LLC
2,440$255.1K0.1%GrowthLowBoston, MA2026-10-23
Pinnacle Associates LTD
2,415$252.5K0.0%CoreLowNew York, NY2026-10-20
First Citizens Bank & Trust Co
2,414$252.4K0.0%CoreMediumRaleigh, NC2026-10-14
Lodestone Wealth Management LLC
2,398$250.7K0.1%CoreLowSpokane, WA2026-10-14
Robertson Stephens Wealth Management, LLC
2,373$248.1K0.0%ETFMediumSan Francisco, CA2026-10-16
Nautilus Advisors LLC
2,370$247.8K0.1%GrowthLowLa Jolla, CA2026-10-07
Simplicity Wealth,LLC
2,356$246.3K0.0%ETFLowSummit, NJ2026-10-23
Winthrop Advisory Group LLC
2,355$246.2K0.0%ETFVery LowBoston, MA2026-10-22
W.G. Shaheen & Associates DBA Whitney & Co
2,355$246.2K0.0%CoreLowRochester, NY2026-11-03
Signature Equity Partners, LLC
2,322$242.7K0.1%GrowthMediumColumbus, OH2026-10-29
Guardian Asset Advisors, LLC
2,322$242.6K0.1%GrowthMediumMechanicsburg, PA2026-10-16
BCS Wealth Management
2,292$239.6K0.0%ETFVery LowJohnson City, TN2026-11-03
Regatta Capital Group, LLC
2,275$237.8K0.0%ETFLowEl Segundo, CA2026-10-23
Pacific Center for Financial Services
2,230$233.1K0.0%ETFMediumDanville, CA2026-10-15
Wealth Advisory Solutions, LLC
2,222$232.3K0.0%ETFLowZionsville, IN2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
2,215$231.6K0.0%GrowthLowRed Bank, NJ2026-10-23
Westside Investment Management, Inc.
2,172$227.1K0.0%GrowthLowSanta Monica, CA2026-11-02
Harbour Capital Advisors, LLC
2,118$221.4K0.0%GrowthLowTysons Corner, VA2026-10-13
Valeo Financial Advisors, LLC
2,097$219.2K0.0%ETFLowCarmel, IN2026-10-08
Integrity Advisory Solutions, LLC
2,066$216.0K0.0%ETFMediumDallas, TX2026-10-29
Columbus Macro, LLC
2,045$213.8K0.0%YieldMediumNew Castle, PA2026-10-14
Sutton Place Investors LLC
2,005$209.6K0.1%ETFLowArmonk, NY2026-10-20
Sage Mountain Advisors LLC
2,000$209.1K0.0%ETFLowAtlanta, GA2026-11-02
Pinnacle Wealth Planning Services, Inc.
2,000$209.1K0.0%GARPLowMansfield, OH2026-10-27
First Hawaiian Bank
1,935$202.3K0.0%ETFVery LowHonolulu, HI2026-10-14
Paladin Partners, LLC
1,935$202.3K0.1%ETFVery LowHartland, WI2026-10-06
Uptown Financial Advisors LLC
1,935$202.3K0.1%ETFVery LowDallas, TX2026-10-15
High Probability Advisors, LLC
1,916$200.3K0.0%ETFVery LowPittsford, NY2026-10-19
Baring Financial LLC
1,915$200.2K0.1%ETFLowBellingham, WA2026-10-07
Blueline Advisors LLC
1,799$188.1K0.1%ETFLowExeter, NH2026-10-15
Evolution Wealth Management Inc.
1,488$155.6K0.1%ETFMediumFort Myers, FL2026-10-28
Independence Bank of Kentucky
1,365$142.7K0.0%GrowthLowOwensboro, KY2026-10-26
Private Trust Co NA
1,357$141.9K0.0%CoreLowCleveland, OH2026-10-20
Atlantic Edge Private Wealth Management, LLC
1,300$135.9K0.0%CoreLowJacksonville, FL2026-10-20
Compass Financial Management LLC
1,215$127.0K0.0%CoreN/ATampa, FL2026-10-30
Miller Global Investments, LLC
1,170$122.3K0.1%ValueMediumDallas, TX2026-10-02
Oakworth Capital, Inc.
1,113$116.4K0.0%ETFLowBirmingham, AL2026-10-26
Provenance Wealth Advisors, LLC
1,051$109.9K0.0%ETFLowFort Lauderdale, FL2026-10-30
Farmers & Merchants Investments Inc
945$98.8K0.0%CoreVery LowLincoln, NE2026-10-22
Caldwell Trust Co
781$81.6K0.0%GrowthLowVenice, FL2026-10-30
Armstrong Advisory Group, Inc
763$79.8K0.0%ETFHighNeedham, MA2026-10-09
Pacifica Partners Inc.
625$65.4K0.0%CoreLowSurrey, South Africa2026-10-09
Eastern Bank
625$65.3K0.0%GrowthMediumBoston, MA2026-10-05
Latitude Advisors, LLC
611$63.8K0.0%ETFLowYorkville, IL2026-10-27
Monetary Solutions, Ltd
518$54.2K0.0%ETFVery LowDayton, OH2026-10-22
Horizon Financial Services, LLC
491$51.3K0.0%ETFLowWinston Salem, NC2026-11-04
Cassaday & Co Wealth Management LLC
428$44.7K0.0%ETFVery LowMclean, VA2026-10-27
Maseco LLP
403$42.1K0.0%ETFVery LowLondon, United Kingdom2026-10-27
Concord Wealth Partners
323$33.8K0.0%GrowthLowAbingdon, VA2026-11-02
Buck Wealth Strategies, LLC
306$32.0K0.0%ValueMediumDenver, CO2026-10-28
Valley Wealth Managers, Inc.
286$29.9K0.0%GARPMediumParamus, NJ2026-10-09
Valley National Advisers Inc
226$23.6K0.0%ETFLowBethlehem, PA2026-10-23
Financial Network Wealth Advisors LLC
221$23.1K0.0%ETFLowMurray, UT2026-10-28
Frisco Financial Planning LLC
210$22.0K0.0%ETFVery LowFrisco, TX2026-10-05
Balance Wealth Partners LLC
168$17.6K0.0%ETFMediumWorthington, OH2026-10-27
Trust Co of Vermont
125$13.1K0.0%CoreVery LowBrattleboro, VT2026-10-21
Harbor Investment Advisory, LLC
124$13.0K0.0%GrowthLowLutherville, MD2026-10-13
Retirement Wealth Solutions LLC
118$12.4K0.0%ETFLowMarshfield, WI2026-10-07
Holos Integrated Wealth LLC
118$12.4K0.0%ETFLowKennett Square, PA2026-10-23
Eukles Asset Management
86$9.0K0.0%CoreLowCincinnati, OH2026-11-04
Joseph Group Capital Management
56$5.9K0.0%ETFLowColumbus, OH2026-11-04
Quest 10 Wealth Builders, Inc.
56$5.9K0.0%ETFLowFuquay-Varina, VA2026-11-02
EPG Wealth Management LLC
38$4.0K0.0%GrowthLowAtlanta, GA2026-11-03
Capital Investment Counsel, Inc
36$3.8K0.0%GrowthVery LowRaleigh, NC2026-10-20
Duncker Streett & Co Inc
31$3.2K0.0%GrowthLowSt. Louis, MO2026-10-27
Robbins Farley
26$2.7K0.0%CoreMediumBedford, NH2026-10-21
Meriwether Wealth & Planning, LLC
25$2.6K0.0%ETFMediumMinden, LA2026-10-13
Ashton Thomas Securities, LLC
15$1.6K0.0%ETFMediumRochester, NY2026-10-26
Sofi Wealth, LLC
15$1.6K0.0%ETFVery LowSan Francisco, CA2026-10-27
Carolina Wealth Advisors, LLC
5$5230.0%YieldHighMyrtle Beach, SC2026-10-23
Community Financial Services Group, LLC
4$4180.0%GrowthLowNewport, VT2026-10-15