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Ishares Msci Acwi EX US ETF (ACWX)

CUSIP: 464288240 | NYSE | 1546 institutional holders

Quarters

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

Ferguson Wellman Capital Management, Inc5,384,860
4.9% of portfolio›$407.2M
Park Avenue Securities LLC3,548,977
0.0% of portfolio›$268.4K
Winthrop Advisory Group LLC1,431,505
6.7% of portfolio›$108.3M
Sageworth Trust Co1,361,272
3.9% of portfolio›$102.9M
JB Capital LLC1,143,317
3.0% of portfolio›$86.5M
Tompkins Financial Corp1,036,823
5.5% of portfolio›$78.4M
Calamos Wealth Management LLC1,032,207
2.2% of portfolio›$78.1M
Tlwm940,060
11.3% of portfolio›$71.1M
Physician Wealth Advisors, Inc.899,823
7.8% of portfolio›$68.0M
Wesbanco Bank Inc789,596
2.0% of portfolio›$59.7M
Truist Financial Corp616,273
0.1% of portfolio›$46.6M
Horst & Graben Wealth Management LLC580,627
5.7% of portfolio›$43.9M
Cambridge Investment Research Advisors, Inc.547,037
0.0% of portfolio›$41.4K
Atria Investments, Inc529,447
0.4% of portfolio›$40.0M
Abundance Wealth Counselors525,302
5.6% of portfolio›$39.7M
Kestra Advisory Services, LLC493,425
0.1% of portfolio›$37.3M
Integrated Advisors Network LLC467,394
1.6% of portfolio›$35.3M
Capital Investment Advisors, LLC421,651
0.4% of portfolio›$31.9M
Financial Council, LLC400,664
9.6% of portfolio›$30.3M
Advus Financial Partners, LLC391,478
8.3% of portfolio›$29.6M
Wealth Enhancement Advisory Services, LLC381,746
0.0% of portfolio›$28.6M
Concurrent Investment Advisors, LLC362,963
0.2% of portfolio›$27.4M
Madrona Financial Services, LLC323,763
3.8% of portfolio›$24.5M
CFS Investment Advisory Services, LLC319,451
1.6% of portfolio›$24.4M
Premier Path Wealth Partners, LLC318,885
2.8% of portfolio›$24.1M
Assetmark, Inc309,675
0.0% of portfolio›$23.4M
Golden State Wealth Management, LLC306,242
2.1% of portfolio›$23.2M
Cornerstone Wealth Group, LLC297,760
1.3% of portfolio›$22.5M
Atwater Malick LLC286,121
4.8% of portfolio›$21.6M
Arcadia Wealth Management, LLC252,978
5.8% of portfolio›$19.1M
Commonwealth Equity Services, LLC247,856
0.0% of portfolio›$18.7M
Stone House Investment Management, LLC245,933
2.4% of portfolio›$18.6M
Citigroup Inc245,211
0.0% of portfolio›$18.5M
Legacy Private Trust Co.223,643
0.9% of portfolio›$16.9M
Hobbs Wealth Management, LLC220,291
13.7% of portfolio›$16.7M
FSA Wealth Partners, Inc.219,358
4.5% of portfolio›$16.6M
Spire Wealth Management215,931
0.5% of portfolio›$16.3M
CMH Wealth Management LLC212,065
2.4% of portfolio›$16.0M
Bailard, Inc.205,699
0.3% of portfolio›$15.6M
Farther Finance Advisors, LLC202,005
0.1% of portfolio›$15.3M
State of Michigan Retirement System197,500
0.1% of portfolio›$14.9M
Gen-Wealth Partners Inc193,508
4.1% of portfolio›$14.6M
Blue Trust, Inc.183,778
0.1% of portfolio›$13.9M
MLG Wealth Management DBA Pine Grove Financial Group171,977
1.3% of portfolio›$13.0M
Diversify Advisory Services, LLC166,565
0.2% of portfolio›$12.4M
Diversify Wealth Management, LLC166,565
0.2% of portfolio›$12.4M
Cassia Capital Partners, LLC163,889
6.0% of portfolio›$12.4M
Creative Planning162,712
0.0% of portfolio›$12.3M
Trek Financial, LLC160,814
0.6% of portfolio›$12.2M
Trust Co159,480
1.0% of portfolio›$12.1M
Cumberland Advisors Inc159,375
4.3% of portfolio›$12.1M
Swmg, LLC157,849
2.5% of portfolio›$11.6M
Ashton Thomas Private Wealth, LLC156,810
0.2% of portfolio›$11.9M
Lido Advisors, LLC148,288
0.0% of portfolio›$11.2M
Mirae Asset Global Investments Co., Ltd.145,651
0.0% of portfolio›$11.0M
Vise Technologies, Inc.140,434
0.1% of portfolio›$10.6M
Hopwood Financial Services, Inc.137,213
6.0% of portfolio›$10.4M
Nisa Investment Advisors, LLC135,300
0.0% of portfolio›$10.2M
Simplicity Wealth,LLC129,470
0.3% of portfolio›$9.8M
Onyx Bridge Wealth Group LLC128,864
0.9% of portfolio›$9.7M
Parsons Capital Management Inc126,634
0.4% of portfolio›$9.6M
Brookstone Capital Management126,569
0.1% of portfolio›$9.6M
Newport Capital Group, LLC123,850
6.4% of portfolio›$9.5M
Sentinel Trust Co LBA123,299
1.2% of portfolio›$9.3M
Goelzer Investment Management, Inc.122,383
0.4% of portfolio›$9.3M
Procyon Advisors, LLC118,210
0.4% of portfolio›$8.9M
Globalt Investments LLC / GA112,855
0.3% of portfolio›$8.5M
Fifth Third Securities, Inc.108,365
0.4% of portfolio›$8.2M
Eastern Bank107,035
0.1% of portfolio›$8.1M
Sage Financial Group Inc104,876
0.4% of portfolio›$7.9M
Apella Capital, LLC101,719
0.1% of portfolio›$7.7M
Bay Harbor Wealth Management, LLC99,805
1.7% of portfolio›$7.5M
Maia Wealth LLC99,435
1.0% of portfolio›$7.5M
Factory Mutual Insurance Co90,000
0.1% of portfolio›$6.8M
Lifelong Wealth Advisors, Inc.89,948
1.6% of portfolio›$6.8M
Strategic Blueprint, LLC89,145
0.3% of portfolio›$6.7M
Epiq Partners, LLC88,312
2.9% of portfolio›$6.7M
Stage Harbor Financial, LLC87,842
3.8% of portfolio›$6.6M
Milestone Asset Management, LLC87,212
1.0% of portfolio›$6.6M
WealthPoint Financial, LLC86,927
4.7% of portfolio›$6.6M
City of London Investment Management Co LTD85,600
0.4% of portfolio›$6.5M
Asempa Wealth Advisors84,772
4.9% of portfolio›$6.4M
Apeiron RIA LLC84,106
1.4% of portfolio›$6.3M
Smith & Howard Wealth Management, LLC84,038
1.2% of portfolio›$6.4M
Verus Capital Partners, LLC83,880
0.3% of portfolio›$6.3M
XY Planning Network, Inc.82,889
0.7% of portfolio›$6.3M
Investment Research Partners LLC82,880
2.1% of portfolio›$6.3M
Focus Financial Network, Inc.80,257
0.2% of portfolio›$6.1M
BIP Wealth, LLC79,827
0.2% of portfolio›$6.0M
Cobblestone Asset Management LLC78,243
2.4% of portfolio›$5.9M
Sharkey, Howes & Javer76,906
0.7% of portfolio›$5.8M
SigFig Wealth Management, LLC76,292
0.1% of portfolio›$5.8M
WealthPLAN Partners, LLC74,775
1.0% of portfolio›$5.7M
Alpha Advisors, LLC74,461
4.1% of portfolio›$5.6M
Signaturefd, LLC73,205
0.1% of portfolio›$5.5M
MGO One Seven LLC71,913
0.1% of portfolio›$5.4M
Balefire, LLC71,262
0.8% of portfolio›$5.4M
Sovran Advisors, LLC71,060
0.4% of portfolio›$5.3M
Mission Wealth Management, LP70,267
0.1% of portfolio›$5.3M
Meitav Investment House LTD70,101
0.0% of portfolio›$5.3M
Patriot Financial Group Insurance Agency, LLC68,897
0.5% of portfolio›$5.2M
PFG Advisors67,332
0.3% of portfolio›$5.1M
Tempus Wealth Planning, LLC66,619
1.0% of portfolio›$5.0M
St. Louis Trust Co65,892
0.5% of portfolio›$5.0M
Elevation Point Wealth Partners, LLC63,800
0.1% of portfolio›$4.8M
Hapanowicz & Associates Financial Services, Inc61,515
1.4% of portfolio›$4.7M
VestGen Advisors, LLC60,667
0.1% of portfolio›$4.6M
Quadrant Capital Group LLC60,051
0.1% of portfolio›$4.5M
Cypress Wealth Services, LLC59,991
0.5% of portfolio›$4.6M
Sageworth Trust Co of South Dakota58,627
2.6% of portfolio›$4.4M
Certuity, LLC56,044
0.2% of portfolio›$4.2M
Choreo, LLC56,006
0.0% of portfolio›$4.2M
Absolute Capital Management, LLC55,424
1.0% of portfolio›$4.2M
Merkkuri Wealth Advisors LLC55,327
2.6% of portfolio›$4.2M
Security National Bank54,102
0.5% of portfolio›$4.1M
CoreCap Advisors, LLC53,600
0.1% of portfolio›$4.1M
Avail Investment Partners, LLC53,026
2.9% of portfolio›$4.0M
Sutton Place Investors LLC52,123
1.9% of portfolio›$3.9M
Firethorn Wealth Partners, LLC52,099
1.3% of portfolio›$3.9M
JFS Wealth Advisors, LLC50,829
0.2% of portfolio›$3.8M
NTV Asset Management LLC50,423
0.4% of portfolio›$3.8M
City Holding Co49,530
0.4% of portfolio›$3.7M
Invested Advisors49,201
3.2% of portfolio›$3.7M
One Wealth Capital Management, LLC48,065
1.4% of portfolio›$3.6M
Fluent Financial, LLC47,642
1.2% of portfolio›$3.6M
Apollon Wealth Management, LLC45,454
0.0% of portfolio›$3.4M
Rose Capital Advisors LLC44,193
0.8% of portfolio›$3.3M
Graves Light Lenhart Wealth, Inc.44,127
0.3% of portfolio›$3.3M
Csenge Advisory Group44,026
0.1% of portfolio›$3.3M
OAK Family Advisors, LLC43,847
0.9% of portfolio›$3.3M
Simon Quick Advisors, LLC43,847
0.1% of portfolio›$3.3M
Hoxton Planning & Management, LLC43,381
0.8% of portfolio›$3.3M
Symphony Financial, Ltd. Co.42,650
0.3% of portfolio›$3.2M
Portfolio Resources Advisor Group, Inc.42,161
2.6% of portfolio›$3.2M
Parallel Advisors, LLC41,837
0.0% of portfolio›$3.2M
Badgley Phelps Wealth Managers, LLC40,950
0.1% of portfolio›$3.1M
First National Trust Co40,799
0.1% of portfolio›$3.1M
Aaron Wealth Advisors LLC39,922
0.1% of portfolio›$3.0M
Calamos Advisors LLC39,476
0.0% of portfolio›$3.0M
Central Pacific Bank - Trust Division39,180
0.3% of portfolio›$3.0M
LiftPoint Family Wealth Advisors LLC38,825
2.0% of portfolio›$2.9M
Zenith Solutions, Inc.38,446
2.6% of portfolio›$2.9M
First Citizens Bank & Trust Co37,601
0.0% of portfolio›$2.8M
RDA Financial Network37,136
0.6% of portfolio›$2.8M
Philip James Wealth Mangement, LLC36,819
0.3% of portfolio›$2.8M
PKS Advisory Services, LLC36,718
0.4% of portfolio›$2.8M
Cassilly Financial Group LLC36,664
1.9% of portfolio›$2.8M
Nixon Peabody Trust Co36,001
0.2% of portfolio›$2.7M
Centurion Wealth Management LLC35,876
0.7% of portfolio›$2.7M
Encompass Wealth Advisors, LLC35,824
0.4% of portfolio›$2.7M
Lantz Financial LLC35,334
0.5% of portfolio›$2.7M
Crestwood Advisors Group, LLC35,201
0.0% of portfolio›$2.7M
Beacon Financial Advisory LLC34,890
0.5% of portfolio›$2.6M
Prairie Advisory, LLC34,122
0.3% of portfolio›$2.6M
Legacy Advisory Services, LLC33,103
1.8% of portfolio›$2.5M
Allen Investment Management, LLC32,989
0.0% of portfolio›$2.5M
West Paces Advisors Inc.32,381
0.4% of portfolio›$2.4M
Parkway Wealth Management Group, LLC32,245
0.3% of portfolio›$2.4M
Oakworth Capital, Inc.32,053
0.1% of portfolio›$2.4M
State of Wyoming31,424
0.2% of portfolio›$2.4M
Cornerstone Planning Group LLC30,701
0.3% of portfolio›$2.3M
Wagner Wealth Management, Corp30,113
1.8% of portfolio›$2.3M
Sanchez Gaunt Capital Management, LLC29,632
1.2% of portfolio›$2.2M
Commonwealth Retirement Investments LLC28,523
0.6% of portfolio›$2.2M
Harbor Investment Advisory, LLC27,970
0.1% of portfolio›$2.1M
MN Wealth Advisors, LLC27,903
0.9% of portfolio›$2.1M
Polaris Investment Advisors, LLC27,851
1.3% of portfolio›$2.1M
Retirement Wealth Solutions LLC27,732
1.1% of portfolio›$2.1M
Ascentis Independent Advisors27,646
0.1% of portfolio›$2.1M
Sagespring Wealth Partners, LLC27,542
0.0% of portfolio›$2.1M
Clear Creek Financial Management, LLC27,319
0.2% of portfolio›$2.1M
DKM Wealth Management, Inc.26,546
1.3% of portfolio›$2.0M
Flagship Harbor Advisors, LLC26,483
0.1% of portfolio›$2.0M
Navigation Group, LLC26,110
0.4% of portfolio›$2.0M
B. Riley Wealth Advisors, Inc.25,949
0.1% of portfolio›$2.0M
Signature Estate & Investment Advisors LLC25,834
0.0% of portfolio›$2.0M
BridgePort Financial Solutions, LLC24,843
0.4% of portfolio›$1.9M
Cassaday & Co Wealth Management LLC24,421
0.0% of portfolio›$1.8M
Signal Advisors Wealth, LLC24,121
0.1% of portfolio›$1.8M
Leo Wealth, LLC23,959
0.4% of portfolio›$1.8M
Prime Capital Investment Advisors, LLC23,901
0.0% of portfolio›$1.8M
Lantern Wealth Advisors, LLC23,827
0.8% of portfolio›$1.8M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors23,474
0.1% of portfolio›$1.8M
Chemung Canal Trust Co23,444
0.3% of portfolio›$1.8M
Shrier Wealth Management, LLC23,117
0.6% of portfolio›$1.7M
Mather Group, Llc.22,695
0.0% of portfolio›$1.7M
Park Edge Advisors, LLC22,511
0.4% of portfolio›$1.7M
Orrstown Financial Services Inc21,899
0.2% of portfolio›$1.7M
Caliber Wealth Management, LLC / KS21,691
0.2% of portfolio›$1.6M
Sowell Financial Services LLC21,564
0.1% of portfolio›$1.6M
Midland Wealth Advisors, LLC21,473
0.1% of portfolio›$1.6M
Visionary Wealth Advisors21,249
0.1% of portfolio›$1.6M
Gutierrez Wealth Advisory, LLC21,177
0.8% of portfolio›$1.6M
Vann Equity Management LLC21,025
0.9% of portfolio›$1.6M
LongView Wealth Management20,597
0.4% of portfolio›$1.6M
SAX Wealth Advisors, LLC20,515
0.0% of portfolio›$1.6M
First City Capital Management, Inc.20,421
0.8% of portfolio›$1.5M
OFS Enterprise LLC20,187
0.4% of portfolio›$1.5M
Perigon Wealth Management, LLC20,032
0.0% of portfolio›$1.5M
Fulcrum Equity Management19,932
1.2% of portfolio›$1.5M
First Heartland Consultants, Inc.19,897
0.1% of portfolio›$1.5M
Legacy Advisors, LLC19,581
0.1% of portfolio›$1.5M
Two West Capital Advisors LLC18,938
0.7% of portfolio›$1.4M
Aries Wealth Management18,813
0.3% of portfolio›$1.4M
Cullen T Bankers, Inc.18,548
0.0% of portfolio›$1.4M
First Horizon Corp18,175
0.1% of portfolio›$1.4M
Dudley Capital Management, LLC18,098
0.5% of portfolio›$1.4M
Advisor OS, LLC17,429
0.1% of portfolio›$1.3M
Mirador Capital Partners LP17,392
0.2% of portfolio›$1.3M
Heck Capital Advisors, LLC17,112
0.1% of portfolio›$1.3M
Power Wealth Management LLC16,731
0.4% of portfolio›$1.3M
Creative Financial Designs Inc16,455
0.1% of portfolio›$1.2M
MSH Capital Advisors LLC16,340
0.2% of portfolio›$1.2M
Petredis Investment Advisors LLC16,310
0.1% of portfolio›$1.2M
Raleigh Capital Management Inc.16,098
0.4% of portfolio›$1.2M
Midwest Trust Co16,094
0.0% of portfolio›$1.2M
Vista Finance, LLC16,090
0.6% of portfolio›$1.2M
Elevation Wealth Management LLC16,061
0.8% of portfolio›$1.2M
Hudson Edge Investment Partners Inc.16,004
0.2% of portfolio›$1.2M
High Probability Advisors, LLC15,908
0.1% of portfolio›$1.2M
Latitude Advisors, LLC15,860
0.4% of portfolio›$1.2M
Alterna Wealth Management, Inc15,855
0.7% of portfolio›$1.2M
Silverlake Wealth Management LLC15,657
0.2% of portfolio›$1.2M
HB Wealth Management, LLC15,378
0.0% of portfolio›$1.2M
W Advisors, LLC14,872
0.5% of portfolio›$1.1M
Pinnacle Associates LTD14,842
0.0% of portfolio›$1.1M
Allspring Global Investments Holdings, LLC14,785
0.0% of portfolio›$1.1M
Barnes Dennig Private Wealth Management LLC14,152
0.9% of portfolio›$1.1M
Indivisible Partners14,074
0.0% of portfolio›$1.1M
Single Point Partners, LLC13,673
0.0% of portfolio›$95.8K
TD Waterhouse Canada Inc.13,651
0.0% of portfolio›$1.1M
Crescent Grove Advisors, LLC13,609
0.1% of portfolio›$1.0M
Stonehaven Wealth & TAX Solutions, LLC13,354
1.0% of portfolio›$1.0M
Pacific Excel Wealth Advisors, Inc.12,688
1.1% of portfolio›$958.7K
Well Done, LLC12,623
0.1% of portfolio›$954.6K
Lakeshore Capital Group, Inc.12,542
0.6% of portfolio›$948.4K
Soltis Investment Advisors LLC12,516
0.0% of portfolio›$946.4K
Pictet North America Advisors SA12,450
0.1% of portfolio›$941.5K
Grimes & Co Wealth Management, LLC12,301
0.0% of portfolio›$930.2K
Pinnacle Wealth Management Advisory Group, LLC11,786
0.1% of portfolio›$891.2K
Interchange Capital Partners, LLC11,765
0.1% of portfolio›$884.6K
Weil Company, Inc.11,732
0.2% of portfolio›$887.2K
Avestar Capital, LLC11,709
0.1% of portfolio›$885.4K
Chicago Partners Investment Group LLC11,693
0.0% of portfolio›$859.3K
Joel Adams & Associates, Inc.11,674
0.6% of portfolio›$882.8K
Able Financial Group, LLC11,608
0.1% of portfolio›$877.8K
Semus Wealth Partners LLC11,473
0.4% of portfolio›$867.6K
Canopy Partners, LLC11,436
0.3% of portfolio›$864.8K
M Holdings Securities, Inc.11,430
0.0% of portfolio›$844
Essential Investment Partners LLC11,200
0.6% of portfolio›$846.9K
Dynamic Advisor Solutions LLC11,125
0.0% of portfolio›$841.3K
Lavelle Capital LP10,733
0.4% of portfolio›$811.6K
Private Trust Co NA10,723
0.1% of portfolio›$810.9K
Magnus Financial Group LLC10,675
0.1% of portfolio›$807.3K
Omni 360 Wealth, Inc.10,658
0.4% of portfolio›$806.0K
Flagstar Securities, Inc10,656
0.2% of portfolio›$805.8K
Carmel Capital Partners, LLC10,587
0.3% of portfolio›$800.6K
Beacon Financial Group10,576
0.1% of portfolio›$799.8K
LifeSteps Financial, Inc.10,489
0.4% of portfolio›$793.2K
Palatine Hill Wealth Management, LLC10,189
0.6% of portfolio›$770.5K
Hutchens & Kramer Investment Management Group, LLC9,918
0.2% of portfolio›$750.0K
McAdam, LLC9,686
0.0% of portfolio›$732.5K
BCU Wealth Advisors, LLC9,633
0.2% of portfolio›$728.4K
Syntegra Private Wealth Group, LLC9,592
0.1% of portfolio›$725.3K
SBE LLC DBA Cedar Cove Wealth Partners9,515
0.3% of portfolio›$719.5K
Fulton Bank, N.A.9,474
0.0% of portfolio›$716.4K
October Effect Ltd9,446
0.7% of portfolio›$714.3K
Colton Groome Financial Advisors, LLC9,420
0.2% of portfolio›$712.3K
Sepio Capital, LP9,416
0.0% of portfolio›$712.0K
Brighton Jones LLC9,305
0.0% of portfolio›$703.6K
Avidian Wealth Enterprises, LLC9,089
0.0% of portfolio›$687.3K
Greenwood Capital Associates LLC9,000
0.1% of portfolio›$680.6K
WBH Advisory Inc8,934
0.0% of portfolio›$675.6K
Quartz Partners, LLC8,812
0.2% of portfolio›$666.3K
New England Professional Planning Group Inc.8,801
0.3% of portfolio›$665.6K
Cynosure Group, LLC8,794
0.1% of portfolio›$665.0K
StoneX Group Inc.8,440
0.0% of portfolio›$638.2K
Gladwyn Financial Advisors, Inc.8,397
0.4% of portfolio›$635.0K
Midwest Financial Network, LLC8,323
0.4% of portfolio›$629.4K
Eagle Rock Investment Company, LLC8,300
0.1% of portfolio›$627.6K
Cape Investment Advisory, Inc.8,217
0.2% of portfolio›$621.4K
Nicholas Hoffman & Company, Llc.8,180
0.0% of portfolio›$618.6K
Cahaba Wealth Management, Inc.8,069
0.0% of portfolio›$610.2K
Legacy Wealth Partners, LLC8,039
0.1% of portfolio›$607.9K
Smart Wealth LLC7,991
0.1% of portfolio›$604.3K
Phillips Financial Management, LLC7,951
0.0% of portfolio›$601.3K
Total Clarity Wealth Management, Inc.7,938
0.1% of portfolio›$600.3K
Highland Capital Management, LLC7,746
0.0% of portfolio›$585.8K
Morangie Management LLC7,681
0.5% of portfolio›$580.8K
Kingswood Wealth Advisors, LLC7,664
0.0% of portfolio›$579.6K
Washington Capital Management, Inc7,574
0.4% of portfolio›$572.7K
BigSur Wealth Management LLC7,500
0.1% of portfolio›$567.2K
Eagle Strategies LLC7,478
0.1% of portfolio›$565.5K
IFP Advisors, Inc7,442
0.0% of portfolio›$562.8K
Citizens Financial Group Inc7,431
0.0% of portfolio›$561.9K
Kestra Private Wealth Services, LLC7,417
0.0% of portfolio›$560.9K
Koshinski Asset Management, Inc.7,315
0.0% of portfolio›$553.2K
Robertson Stephens Wealth Management, LLC7,126
0.0% of portfolio›$538.8K
Nottingham Advisors, Inc.7,125
0.1% of portfolio›$535.5K
Woodmont Investment Counsel LLC7,100
0.0% of portfolio›$536.9K
Michels Family Financial, LLC7,032
0.3% of portfolio›$531.8K
PUREfi Wealth, LLC7,013
0.2% of portfolio›$530.4K
Silvia Mccoll Wealth Management, LLC7,000
0.3% of portfolio›$529.3K
Williams & Novak Wealth Management, LLC6,965
0.3% of portfolio›$526.7K
Atlatl Advisers LLC6,947
0.1% of portfolio›$525.3K
Isthmus Partners, LLC6,937
0.1% of portfolio›$524.6K
Lockerman Financial Group, Inc.6,906
0.7% of portfolio›$522.2K
O'Connor Financial Group LLC6,891
0.2% of portfolio›$521.1K
West Branch Capital LLC6,815
0.1% of portfolio›$515.4K
Plan A Wealth LLC6,746
0.2% of portfolio›$510.2K
Sigma Planning Corp6,741
0.0% of portfolio›$509.7K
Proathlete Wealth Management LLC6,712
0.1% of portfolio›$507.6K
Archer Investment Management, LLC6,570
0.2% of portfolio›$496.8K
EverSource Wealth Advisors, LLC6,519
0.0% of portfolio›$493.0K
Fragasso Financial Advisors Inc6,393
0.0% of portfolio›$482.5K
Nordwand Advisors, LLC6,335
0.1% of portfolio›$479.1K
Kelly Financial Services LLC6,261
0.1% of portfolio›$473.5K
OpenArc Corporate Advisory, LLC6,211
0.0% of portfolio›$469.7K
Financial Perspectives, Inc6,134
0.1% of portfolio›$463.9K
Gables Capital Management Inc.6,100
0.2% of portfolio›$461.3K
Aegis Wealth Management, Inc.5,946
0.3% of portfolio›$449.6K
Forum Financial Management, LP5,918
0.0% of portfolio›$447.5K
First Business Financial Services, Inc.5,905
0.0% of portfolio›$446.5K
Kestra Investment Management, LLC5,711
0.0% of portfolio›$431.8K
Trinity Wealth Management, LLC5,699
0.1% of portfolio›$431.0K
Landaas & Co5,660
0.1% of portfolio›$428.0K
Platform Technology Partners5,381
0.1% of portfolio›$406.9K
Guardsman Private Capital Management, Inc.5,351
0.3% of portfolio›$404.6K
Western Financial Corp5,246
0.1% of portfolio›$396.7K
Buttonwood Financial Group, LLC5,156
0.2% of portfolio›$393.8K
Waldron Private Wealth LLC5,031
0.0% of portfolio›$380.4K
Symmetry Partners, LLC5,009
0.0% of portfolio›$378.8K
Angeles Wealth Management, LLC5,007
0.0% of portfolio›$378.6K
Fiscal Wisdom Wealth Management, LLC4,942
0.4% of portfolio›$373.7K
Accelerate Investment Advisors LLC4,940
0.2% of portfolio›$373.6K
Keybank National Association4,890
0.0% of portfolio›$369.8K
J.Safra Asset Management Corp4,889
0.0% of portfolio›$369.7K
Gamma Investing LLC4,831
0.0% of portfolio›$365.3K
Frank, Rimerman Advisors LLC4,829
0.0% of portfolio›$365.2K
Guidance Point Advisors, LLC4,792
0.1% of portfolio›$362.8K
Maple Capital Management, Inc.4,779
0.0% of portfolio›$361.4K
Camelot Technology Advisors, Inc.4,770
0.2% of portfolio›$360.7K
Adelphi Trust Co4,747
0.2% of portfolio›$359.0K
Oregon Pacific Wealth Management, LLC4,717
0.3% of portfolio›$356.7K
Simplex Trading, LLC4,697
0.0% of portfolio›$355.2K
South Shore Capital Advisors4,692
0.2% of portfolio›$354.8K
Claro Advisors Inc.4,636
0.0% of portfolio›$350.6K
Spinnaker Investment Group, LLC4,628
0.1% of portfolio›$350.0K
Wedbush Securities Inc4,613
0.0% of portfolio›$349
Old National Bancorp4,600
0.0% of portfolio›$347.9K
Patten & Patten Inc4,556
0.0% of portfolio›$344.5K
Euro Pacific Asset Management, LLC4,556
0.0% of portfolio›$344.5K
Shira Ridge Wealth Management4,500
0.1% of portfolio›$340.3K
Kaizen Financial Strategies4,420
0.1% of portfolio›$334.2K
Curated Wealth Partners LLC4,329
0.0% of portfolio›$327.4K
Aviance Capital Partners, LLC4,310
0.0% of portfolio›$325.9K
AA Financial Advisors, LLC4,220
0.0% of portfolio›$319.1K
Blue Square Asset Management, LLC4,100
0.1% of portfolio›$310.0K
Opulen Financial Group LLC4,082
0.2% of portfolio›$308.7K
RCS Financial Planning, LLC4,035
0.2% of portfolio›$305.1K
Valeo Financial Advisors, LLC4,030
0.0% of portfolio›$304.7K
Kelsey Financial, LLC4,030
0.2% of portfolio›$304.7K
TD Private Client Wealth LLC4,024
0.0% of portfolio›$304.3K
RFG Advisory, LLC3,947
0.0% of portfolio›$298.4K
World Equity Group, Inc.3,942
0.1% of portfolio›$298.1K
Franklin, Parlapiano, Turner & Welch, LLC3,930
0.1% of portfolio›$297.2K
Syntax Research, Inc.3,879
0.2% of portfolio›$293.3K
Insight Wealth Strategies, LLC3,878
0.0% of portfolio›$293.3K
Tennessee Valley Asset Management Partners3,833
0.0% of portfolio›$289.8K
Donor Advised Charitable Giving, Inc.3,819
0.0% of portfolio›$288.8K
Monument Capital Management3,747
0.1% of portfolio›$283.3K
Forvis Mazars Wealth Advisors, LLC3,652
0.0% of portfolio›$276.2K
Councilmark Asset Management, LLC3,650
0.1% of portfolio›$276.0K
Sterling Investment Counsel, LLC3,610
0.1% of portfolio›$273.0K
Acorn Wealth Advisors, LLC3,573
0.1% of portfolio›$270.2K
Trail Ridge Investment Advisors, LLC3,560
0.1% of portfolio›$269.2K
Laurel OAK Wealth Management, LLC3,552
0.0% of portfolio›$268.6K
Harfst & Associates, Inc.3,510
0.0% of portfolio›$265.4K
Fogel Capital Management, Inc.3,430
0.1% of portfolio›$259.4K
Wealthcare Advisory Partners LLC3,421
0.0% of portfolio›$258.7K
Berman McAleer LLC3,410
0.0% of portfolio›$257.9K
Valen Private Capital, LLC3,379
0.1% of portfolio›$255.5K
Summit Place Financial Advisors, LLC3,310
0.1% of portfolio›$250.3K
Norris Perne & French LLP3,243
0.0% of portfolio›$245.2K
Veracity Capital LLC3,232
0.1% of portfolio›$244.4K
First Financial Bank - Trust Division3,202
0.0% of portfolio›$242.1K
SWP Financial LLC3,096
0.1% of portfolio›$234.2K
Breakwater Capital Group3,083
0.0% of portfolio›$233.1K
Birch Hill Investment Advisors LLC3,030
0.0% of portfolio›$229.1K
Saxon Interests, Inc.3,001
0.1% of portfolio›$226.9K
Opal Wealth Advisors, LLC2,870
0.0% of portfolio›$217.0K
Riverwater Partners LLC2,840
0.1% of portfolio›$214.7K
Sound Financial Strategies Group, LLC2,822
0.1% of portfolio›$213.4K
Mountain Pacific Investment Advisers LLC2,810
0.0% of portfolio›$212.5K
Insight Wealth Partners, LLC2,784
0.0% of portfolio›$210.5K
Keystone Wealth Services, LLC2,768
0.0% of portfolio›$210.8K
Legacy CG, LLC2,761
0.1% of portfolio›$208.8K
AlphaCore Capital LLC2,712
0.0% of portfolio›$205.1K
Investors Asset Management of Georgia Inc2,700
0.1% of portfolio›$204.2K
Morton Brown Family Wealth, LLC2,698
0.0% of portfolio›$204.0K
Kerusso Capital Management LLC2,682
0.1% of portfolio›$202.8K
Annex Advisory Services, LLC2,670
0.0% of portfolio›$201.9K
Signature Equity Partners, LLC2,604
0.1% of portfolio›$196.9K
Hazlett, Burt & Watson, Inc.2,364
0.0% of portfolio›$85.1K
Montgomery Financial Services LLC2,034
0.1% of portfolio›$153.8K
Independence Bank of Kentucky1,876
0.0% of portfolio›$141.9K
Strengthening Families & Communities, LLC1,594
0.0% of portfolio›$120.5K
Heritage Family Offices, LLP1,523
0.0% of portfolio›$115.2K
Lloyd Advisory Services, Llc.1,059
0.0% of portfolio›$80.1K
Cordgrass Capital Advisors, LLC1,000
0.0% of portfolio›$75.6K
CX Institutional960
0.0% of portfolio›$73
Grove Bank & Trust930
0.0% of portfolio›$70.3K
Montag A & Associates Inc859
0.0% of portfolio›$65.0K
Capital Advisors, Ltd. LLC697
0.0% of portfolio›$53
Signature Resources Capital Management, LLC681
0.0% of portfolio›$51.5K
Team Financial Group, LLC635
0.0% of portfolio›$48.0K
Comprehensive Financial Planning, Inc.581
0.0% of portfolio›$43.9K
TFC Financial Management, Inc.529
0.0% of portfolio›$40.0K
Breakwater Investment Management510
0.0% of portfolio›$38.6K
Rossmore Private Capital500
0.0% of portfolio›$37.8K
LFA - Lugano Financial Advisors SA499
0.0% of portfolio›$37.7K
Mascoma Wealth Management LLC465
0.0% of portfolio›$35.2K
Key Capital Management, Inc430
0.0% of portfolio›$32.5K
Laurel Wealth Advisors LLC340
0.0% of portfolio›$25.7K
Granite FO LLC325
0.0% of portfolio›$24.6K
Armstrong Advisory Group, Inc286
0.0% of portfolio›$21.6K
Ashton Thomas Securities, LLC264
0.0% of portfolio›$20.0K
Covestor Ltd244
0.0% of portfolio›$18
Lanark Financial, Inc.200
0.0% of portfolio›$15.1K
Noble Wealth Management PBC200
0.0% of portfolio›$15.1K
Cranbrook Wealth Management, LLC175
0.0% of portfolio›$13.2K
CKW Financial Group164
0.0% of portfolio›$12
Arcadia Investment Advisors LLC145
0.0% of portfolio›$11.0K
Morling Financial Advisors, LLC138
0.0% of portfolio›$10.4K
EPG Wealth Management LLC117
0.0% of portfolio›$8.8K
Turtle Creek Wealth Advisors, LLC116
0.0% of portfolio›$8.8K
Pioneer Family Office, LLC110
0.0% of portfolio›$8.3K
Asset Dedication, LLC77
0.0% of portfolio›$5.8K
Bokf, NA74
0.0% of portfolio›$5.6K
Capital Investment Advisory Services, LLC41
0.0% of portfolio›$3.1K
Gilpin Wealth Management, LLC32
0.0% of portfolio›$2.4K
Bfsg, LLC32
0.0% of portfolio›$2.4K
Nfsg Corp27
0.0% of portfolio›$2.1K
Pflug Koory, LLC26
0.0% of portfolio›$1.9K
Meriwether Wealth & Planning, LLC25
0.0% of portfolio›$1.9K
Compass Financial Management LLC20
0.0% of portfolio›$1.5K
Pinnacle Wealth Planning Services, Inc.16
0.0% of portfolio›$1.2K
NBT Bank, N.A.15
0.0% of portfolio›$1.1K
StyleTurnoverLocationFiled
Ferguson Wellman Capital Management, Inc
5,384,860$407.2M4.9%CoreLowPortland, OR2026-10-05
Park Avenue Securities LLC
3,548,977$268.4K0.0%ETFMediumNew York, NY2026-10-26
Winthrop Advisory Group LLC
1,431,505$108.3M6.7%ETFVery LowBoston, MA2026-10-22
Sageworth Trust Co
1,361,272$102.9M3.9%ETFLowLancaster, PA2026-10-30
JB Capital LLC
1,143,317$86.5M3.0%ETFMediumWethersfield, CT2026-10-19
Tompkins Financial Corp
1,036,823$78.4M5.5%CoreLowIthaca, NY2026-10-05
Calamos Wealth Management LLC
1,032,207$78.1M2.2%GrowthMediumNaperville, IL2026-11-02
Tlwm
940,060$71.1M11.3%ETFLowSan Antonio, TX2026-10-09
Physician Wealth Advisors, Inc.
899,823$68.0M7.8%ETFMediumMidvale, UT2026-10-20
Wesbanco Bank Inc
789,596$59.7M2.0%CoreLowWheeling, WV2026-11-04
Truist Financial Corp
616,273$46.6M0.1%CoreLowCharlotte, NC2026-10-30
Horst & Graben Wealth Management LLC
580,627$43.9M5.7%ETFMediumPortland, OR2026-11-02
Cambridge Investment Research Advisors, Inc.
547,037$41.4K0.0%ETFLowFairfield, IA2026-11-02
Atria Investments, Inc
529,447$40.0M0.4%CoreMediumCharlotte, NC2026-10-15
Abundance Wealth Counselors
525,302$39.7M5.6%GrowthLowState College, PA2026-10-26
Kestra Advisory Services, LLC
493,425$37.3M0.1%CoreLowAustin, TX2026-11-02
Integrated Advisors Network LLC
467,394$35.3M1.6%GrowthMediumDallas, TX2026-10-20
Capital Investment Advisors, LLC
421,651$31.9M0.4%CoreLowAtlanta, GA2026-10-22
Financial Council, LLC
400,664$30.3M9.6%ETFVery LowTowson, MD2026-11-02
Advus Financial Partners, LLC
391,478$29.6M8.3%ETFLowWinter Park, FL2026-10-20
Wealth Enhancement Advisory Services, LLC
381,746$28.6M0.0%CoreLowPlymouth, MN2026-10-13
Concurrent Investment Advisors, LLC
362,963$27.4M0.2%GrowthMediumTampa, FL2026-10-16
Madrona Financial Services, LLC
323,763$24.5M3.8%ETFLowEverett, WA2026-10-23
CFS Investment Advisory Services, LLC
319,451$24.4M1.6%ETFMediumTotowa, NJ2026-10-19
Premier Path Wealth Partners, LLC
318,885$24.1M2.8%GrowthMediumMadison, NJ2026-10-16
Assetmark, Inc
309,675$23.4M0.0%ETFLowConcord, CA2026-10-21
Golden State Wealth Management, LLC
306,242$23.2M2.1%ETFMediumSanta Ana, CA2026-11-02
Cornerstone Wealth Group, LLC
297,760$22.5M1.3%CoreMediumHuntersville, NC2026-11-02
Atwater Malick LLC
286,121$21.6M4.8%CoreLowLancaster, PA2026-10-15
Arcadia Wealth Management, LLC
252,978$19.1M5.8%ETFLowManchester, NH2026-10-22
Commonwealth Equity Services, LLC
247,856$18.7M0.0%ETFLowWaltham, MA2026-11-02
Stone House Investment Management, LLC
245,933$18.6M2.4%ETFMediumTunkhannock, PA2026-10-23
Citigroup Inc
245,211$18.5M0.0%CoreMediumNew York, NY2026-11-04
Legacy Private Trust Co.
223,643$16.9M0.9%ETFLowNeenah, WI2026-10-06
Hobbs Wealth Management, LLC
220,291$16.7M13.7%ETFLowZionsville, IN2026-10-20
FSA Wealth Partners, Inc.
219,358$16.6M4.5%ETFHighRockville, MD2026-10-26
Spire Wealth Management
215,931$16.3M0.5%GrowthMediumMclean, VA2026-10-30
CMH Wealth Management LLC
212,065$16.0M2.4%GrowthLowPortsmouth, NH2026-10-22
Bailard, Inc.
205,699$15.6M0.3%GrowthMediumFoster City, CA2026-10-13
Farther Finance Advisors, LLC
202,005$15.3M0.1%IndexLowSan Francisco, CA2026-10-08
State of Michigan Retirement System
197,500$14.9M0.1%IndexLowEast Lansing, MI2026-10-27
Gen-Wealth Partners Inc
193,508$14.6M4.1%CoreLowZeeland, MI2026-11-04
Blue Trust, Inc.
183,778$13.9M0.1%ETFLowBrentwood, TN2026-10-15
MLG Wealth Management DBA Pine Grove Financial Group
171,977$13.0M1.3%ETFMediumWoodbury, MN2026-10-13
Diversify Advisory Services, LLC
166,565$12.4M0.2%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
166,565$12.4M0.2%GrowthMediumSandy, UT2026-10-20
Cassia Capital Partners, LLC
163,889$12.4M6.0%ETFLowWinston Salem, NC2026-11-04
Creative Planning
162,712$12.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Trek Financial, LLC
160,814$12.2M0.6%ETFHighScottsdale, AZ2026-10-29
Trust Co
159,480$12.1M1.0%ETFVery LowManhattan, KS2026-10-09
Cumberland Advisors Inc
159,375$12.1M4.3%ETFVery LowSarasota, FL2026-10-30
Swmg, LLC
157,849$11.6M2.5%ETFMediumFort Worth, TX2026-10-23
Ashton Thomas Private Wealth, LLC
156,810$11.9M0.2%CoreMediumScottsdale, AZ2026-11-03
Lido Advisors, LLC
148,288$11.2M0.0%GrowthLowLos Angeles, CA2026-11-04
Mirae Asset Global Investments Co., Ltd.
145,651$11.0M0.0%GrowthLowSeoul, Malaysia2026-11-03
Vise Technologies, Inc.
140,434$10.6M0.1%IndexLowNew York, NY2026-10-29
Hopwood Financial Services, Inc.
137,213$10.4M6.0%ETFLowReston, VA2026-10-29
Nisa Investment Advisors, LLC
135,300$10.2M0.0%IndexVery LowSt. Louis, MO2026-10-20
Simplicity Wealth,LLC
129,470$9.8M0.3%ETFLowSummit, NJ2026-10-23
Onyx Bridge Wealth Group LLC
128,864$9.7M0.9%ETFMediumTarrytown, NY2026-10-16
Parsons Capital Management Inc
126,634$9.6M0.4%CoreLowProvidence, RI2026-10-28
Brookstone Capital Management
126,569$9.6M0.1%ETFMediumWheaton, IL2026-10-22
Newport Capital Group, LLC
123,850$9.5M6.4%ETFHighRed Bank, NJ2026-10-16
Sentinel Trust Co LBA
123,299$9.3M1.2%ETFVery LowHouston, TX2026-11-03
Goelzer Investment Management, Inc.
122,383$9.3M0.4%GrowthLowCarmel, IN2026-10-16
Procyon Advisors, LLC
118,210$8.9M0.4%CoreVery LowShelton, CT2026-10-21
Globalt Investments LLC / GA
112,855$8.5M0.3%ETFLowAtlanta, GA2026-10-27
Fifth Third Securities, Inc.
108,365$8.2M0.4%ETFLowCincinnati, OH2026-10-21
Eastern Bank
107,035$8.1M0.1%GrowthMediumBoston, MA2026-10-05
Sage Financial Group Inc
104,876$7.9M0.4%ETFVery LowW. Conshohocken, PA2026-10-27
Apella Capital, LLC
101,719$7.7M0.1%ETFVery LowWest Hartford, CT2026-10-08
Bay Harbor Wealth Management, LLC
99,805$7.5M1.7%ETFMediumHunt Valley, MD2026-11-03
Maia Wealth LLC
99,435$7.5M1.0%ETFMediumDenver, CO2026-10-19
Factory Mutual Insurance Co
90,000$6.8M0.1%GrowthLowWaltham, MA2026-10-30
Lifelong Wealth Advisors, Inc.
89,948$6.8M1.6%ETFLowArden Hills, MN2026-10-19
Strategic Blueprint, LLC
89,145$6.7M0.3%ETFLowAtlanta, GA2026-10-22
Epiq Partners, LLC
88,312$6.7M2.9%YieldLowMinneapolis, MN2026-10-07
Stage Harbor Financial, LLC
87,842$6.6M3.8%ETFVery LowWestwood, MA2026-11-03
Milestone Asset Management, LLC
87,212$6.6M1.0%GrowthHighPittsburgh, PA2026-10-15
WealthPoint Financial, LLC
86,927$6.6M4.7%ETFMediumCramerton, NC2026-11-03
City of London Investment Management Co LTD
85,600$6.5M0.4%YieldMediumLondon, United Kingdom2026-10-30
Asempa Wealth Advisors
84,772$6.4M4.9%ETFLowBaton Rouge, LA2026-10-07
Apeiron RIA LLC
84,106$6.3M1.4%ETFMediumDallas, TX2026-10-08
Smith & Howard Wealth Management, LLC
84,038$6.4M1.2%ETFLowAtlanta, GA2026-10-27
Verus Capital Partners, LLC
83,880$6.3M0.3%GrowthLowScottsdale, AZ2026-11-03
XY Planning Network, Inc.
82,889$6.3M0.7%ETFLowBozeman, MT2026-10-14
Investment Research Partners LLC
82,880$6.3M2.1%CoreLowLemont, PA2026-10-19
Focus Financial Network, Inc.
80,257$6.1M0.2%ETFLowMinneapolis, MN2026-10-14
BIP Wealth, LLC
79,827$6.0M0.2%ETFMediumAtlanta, GA2026-10-22
Cobblestone Asset Management LLC
78,243$5.9M2.4%ETFMediumRichmond, VA2026-10-13
Sharkey, Howes & Javer
76,906$5.8M0.7%ETFMediumDenver, CO2026-10-22
SigFig Wealth Management, LLC
76,292$5.8M0.1%ETFLowSan Francisco, CA2026-10-07
WealthPLAN Partners, LLC
74,775$5.7M1.0%CoreMediumOmaha, NE2026-10-15
Alpha Advisors, LLC
74,461$5.6M4.1%ETFMediumRichmond, VA2026-10-19
Signaturefd, LLC
73,205$5.5M0.1%IndexLowAtlanta, GA2026-10-23
MGO One Seven LLC
71,913$5.4M0.1%GrowthLowBeachwood, OH2026-10-28
Balefire, LLC
71,262$5.4M0.8%ETFMediumDallas, TX2026-10-09
Sovran Advisors, LLC
71,060$5.3M0.4%ETFMediumSan Diego, CA2026-11-02
Mission Wealth Management, LP
70,267$5.3M0.1%ETFLowSanta Barbara, CA2026-10-15
Meitav Investment House LTD
70,101$5.3M0.0%ETFMediumBene-Beraq, Luxembourg2026-10-28
Patriot Financial Group Insurance Agency, LLC
68,897$5.2M0.5%GrowthLowWalpole, MA2026-10-14
PFG Advisors
67,332$5.1M0.3%ETFMediumPhoenix, AZ2026-10-16
Tempus Wealth Planning, LLC
66,619$5.0M1.0%ETFMediumIrvine, CA2026-10-14
St. Louis Trust Co
65,892$5.0M0.5%ETFVery LowSaint Louis, MO2026-11-03
Elevation Point Wealth Partners, LLC
63,800$4.8M0.1%CoreHighDenver, CO2026-11-05
Hapanowicz & Associates Financial Services, Inc
61,515$4.7M1.4%ETFVery LowPittsburgh, PA2026-10-29
VestGen Advisors, LLC
60,667$4.6M0.1%GrowthMediumChicago, IL2026-10-27
Quadrant Capital Group LLC
60,051$4.5M0.1%CoreLowCincinnati, OH2026-10-20
Cypress Wealth Services, LLC
59,991$4.6M0.5%ETFLowPalm Desert, CA2026-10-21
Sageworth Trust Co of South Dakota
58,627$4.4M2.6%ETFLowSioux Falls, SD2026-10-30
Certuity, LLC
56,044$4.2M0.2%GARPLowNorth Palm Beach, FL2026-11-02
Choreo, LLC
56,006$4.2M0.0%IndexLowRockford, IL2026-10-28
Absolute Capital Management, LLC
55,424$4.2M1.0%ETFMediumPittsburgh, PA2026-10-16
Merkkuri Wealth Advisors LLC
55,327$4.2M2.6%ETFMediumHicksville, NY2026-11-03
Security National Bank
54,102$4.1M0.5%GrowthLowOmaha, NE2026-10-26
CoreCap Advisors, LLC
53,600$4.1M0.1%ETFMediumSouthfield, MI2026-10-08
Avail Investment Partners, LLC
53,026$4.0M2.9%CoreMediumLemont, PA2026-10-16
Sutton Place Investors LLC
52,123$3.9M1.9%ETFLowArmonk, NY2026-10-20
Firethorn Wealth Partners, LLC
52,099$3.9M1.3%ETFLowAugusta, GA2026-10-14
JFS Wealth Advisors, LLC
50,829$3.8M0.2%ETFVery LowHermitage, PA2026-11-03
NTV Asset Management LLC
50,423$3.8M0.4%GrowthLowCharleston, WV2026-10-23
City Holding Co
49,530$3.7M0.4%CoreLowCharleston, WV2026-10-19
Invested Advisors
49,201$3.7M3.2%CoreMediumState College, PA2026-10-23
One Wealth Capital Management, LLC
48,065$3.6M1.4%GrowthMediumScottsdale, AZ2026-10-23
Fluent Financial, LLC
47,642$3.6M1.2%ETFVery HighDallas, TX2026-10-13
Apollon Wealth Management, LLC
45,454$3.4M0.0%GrowthLowMount Pleasant, SC2026-10-23
Rose Capital Advisors LLC
44,193$3.3M0.8%ETFN/AMiami Beach, FL2026-11-04
Graves Light Lenhart Wealth, Inc.
44,127$3.3M0.3%ETFVery LowHarrisonburg, VA2026-10-09
Csenge Advisory Group
44,026$3.3M0.1%ETFMediumClearwater, FL2026-11-04
OAK Family Advisors, LLC
43,847$3.3M0.9%CoreMediumChicago, IL2026-10-19
Simon Quick Advisors, LLC
43,847$3.3M0.1%ETFLowMorristown, NJ2026-10-26
Hoxton Planning & Management, LLC
43,381$3.3M0.8%ETFLowShepherdstown, WV2026-10-15
Symphony Financial, Ltd. Co.
42,650$3.2M0.3%GrowthLowHouston, TX2026-10-22
Portfolio Resources Advisor Group, Inc.
42,161$3.2M2.6%ETFMediumCoral Gables, FL2026-10-20
Parallel Advisors, LLC
41,837$3.2M0.0%IndexLowSan Francisco, CA2026-11-03
Badgley Phelps Wealth Managers, LLC
40,950$3.1M0.1%GrowthVery LowSeattle, WA2026-10-22
First National Trust Co
40,799$3.1M0.1%GrowthLowJohnstown, PA2026-10-28
Aaron Wealth Advisors LLC
39,922$3.0M0.1%GrowthMediumChicago, IL2026-10-13
Calamos Advisors LLC
39,476$3.0M0.0%GrowthMediumNaperville, IL2026-11-02
Central Pacific Bank - Trust Division
39,180$3.0M0.3%CoreMediumHonolulu, HI2026-10-06
LiftPoint Family Wealth Advisors LLC
38,825$2.9M2.0%ETFMediumFar Hills, NJ2026-11-03
Zenith Solutions, Inc.
38,446$2.9M2.6%ETFN/APhiladelphia, PA2026-10-19
First Citizens Bank & Trust Co
37,601$2.8M0.0%CoreMediumRaleigh, NC2026-10-14
RDA Financial Network
37,136$2.8M0.6%GrowthMediumAkron, IA2026-10-15
Philip James Wealth Mangement, LLC
36,819$2.8M0.3%YieldMediumMilton, GA2026-10-27
PKS Advisory Services, LLC
36,718$2.8M0.4%ETFMediumAlbany, NY2026-10-26
Cassilly Financial Group LLC
36,664$2.8M1.9%ETFLowSeverna Park, MD2026-10-07
Nixon Peabody Trust Co
36,001$2.7M0.2%GrowthLowBoston, MA2026-10-23
Centurion Wealth Management LLC
35,876$2.7M0.7%ETFMediumMclean, VA2026-10-13
Encompass Wealth Advisors, LLC
35,824$2.7M0.4%ETFVery LowPortland, OR2026-10-15
Lantz Financial LLC
35,334$2.7M0.5%ETFLowNaperville, IL2026-10-15
Crestwood Advisors Group, LLC
35,201$2.7M0.0%GrowthLowBoston, MA2026-10-27
Beacon Financial Advisory LLC
34,890$2.6M0.5%ETFLowCleveland, OH2026-10-16
Prairie Advisory, LLC
34,122$2.6M0.3%ETFN/ALeawood, KS2026-10-19
Legacy Advisory Services, LLC
33,103$2.5M1.8%ETFMediumExton, PA2026-10-20
Allen Investment Management, LLC
32,989$2.5M0.0%MomentumMediumNew York, NY2026-11-03
West Paces Advisors Inc.
32,381$2.4M0.4%ETFLowAtlanta, GA2026-10-13
Parkway Wealth Management Group, LLC
32,245$2.4M0.3%ETFHighPlano, TX2026-10-20
Oakworth Capital, Inc.
32,053$2.4M0.1%ETFLowBirmingham, AL2026-10-26
State of Wyoming
31,424$2.4M0.2%ValueHighCheyenne, WY2026-10-28
Cornerstone Planning Group LLC
30,701$2.3M0.3%ETFMediumFairfield, NJ2026-10-16
Wagner Wealth Management, Corp
30,113$2.3M1.8%ETFHighConyngham, PA2026-10-20
Sanchez Gaunt Capital Management, LLC
29,632$2.2M1.2%ETFN/AReno, NV2026-11-03
Commonwealth Retirement Investments LLC
28,523$2.2M0.6%CoreMediumRichmond, VA2026-10-26
Harbor Investment Advisory, LLC
27,970$2.1M0.1%GrowthLowLutherville, MD2026-10-13
MN Wealth Advisors, LLC
27,903$2.1M0.9%ETFMediumOverland Park, KS2026-10-23
Polaris Investment Advisors, LLC
27,851$2.1M1.3%ETFMediumFramingham, MA2026-10-20
Retirement Wealth Solutions LLC
27,732$2.1M1.1%ETFLowMarshfield, WI2026-10-07
Ascentis Independent Advisors
27,646$2.1M0.1%ETFLowDallas, TX2026-11-03
Sagespring Wealth Partners, LLC
27,542$2.1M0.0%ETFLowFranklin, TN2026-10-22
Clear Creek Financial Management, LLC
27,319$2.1M0.2%ETFMediumSilverdale, WA2026-10-28
DKM Wealth Management, Inc.
26,546$2.0M1.3%YieldVery LowStockton, CA2026-10-09
Flagship Harbor Advisors, LLC
26,483$2.0M0.1%ETFMediumBoston, MA2026-10-26
Navigation Group, LLC
26,110$2.0M0.4%ETFVery LowRedwood City, CA2026-10-28
B. Riley Wealth Advisors, Inc.
25,949$2.0M0.1%GrowthLowMemphis, TN2026-10-13
Signature Estate & Investment Advisors LLC
25,834$2.0M0.0%ETFMediumLos Angeles, CA2026-10-13
BridgePort Financial Solutions, LLC
24,843$1.9M0.4%ETFLowFairfield, IA2026-11-02
Cassaday & Co Wealth Management LLC
24,421$1.8M0.0%ETFVery LowMclean, VA2026-10-27
Signal Advisors Wealth, LLC
24,121$1.8M0.1%ETFLowDetroit, MI2026-10-13
Leo Wealth, LLC
23,959$1.8M0.4%CoreLowHurst, TX2026-10-26
Prime Capital Investment Advisors, LLC
23,901$1.8M0.0%ETFLowOverland Park, KS2026-10-20
Lantern Wealth Advisors, LLC
23,827$1.8M0.8%GrowthLowMelville, NY2026-10-22
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
23,474$1.8M0.1%ETFMediumWestlake, OH2026-10-14
Chemung Canal Trust Co
23,444$1.8M0.3%CoreLowElmira, NY2026-11-04
Shrier Wealth Management, LLC
23,117$1.7M0.6%CoreVery LowLos Angeles, CA2026-10-20
Mather Group, Llc.
22,695$1.7M0.0%ETFMediumChicago, IL2026-10-14
Park Edge Advisors, LLC
22,511$1.7M0.4%CoreMediumCleveland, OH2026-10-28
Orrstown Financial Services Inc
21,899$1.7M0.2%ETFLowHarrisburg, PA2026-10-14
Caliber Wealth Management, LLC / KS
21,691$1.6M0.2%ETFLowOverland Park, KS2026-11-04
Sowell Financial Services LLC
21,564$1.6M0.1%CoreLowNorth Little Rock, AR2026-10-23
Midland Wealth Advisors, LLC
21,473$1.6M0.1%ETFLowEffingham, IL2026-10-26
Visionary Wealth Advisors
21,249$1.6M0.1%ETFLowO'Fallon, IL2026-11-04
Gutierrez Wealth Advisory, LLC
21,177$1.6M0.8%ETFLowLittle Rock, AR2026-11-02
Vann Equity Management LLC
21,025$1.6M0.9%GrowthMediumPlano, TX2026-10-08
LongView Wealth Management
20,597$1.6M0.4%ETFLowAtlanta, GA2026-10-19
SAX Wealth Advisors, LLC
20,515$1.6M0.0%ETFVery LowParsippany, NJ2026-10-13
First City Capital Management, Inc.
20,421$1.5M0.8%CoreLowSavannah, GA2026-10-27
OFS Enterprise LLC
20,187$1.5M0.4%ETFVery LowKearney, NE2026-10-16
Perigon Wealth Management, LLC
20,032$1.5M0.0%GrowthLowSan Francisco, CA2026-10-22
Fulcrum Equity Management
19,932$1.5M1.2%GrowthHighPlano, TX2026-10-21
First Heartland Consultants, Inc.
19,897$1.5M0.1%ETFMediumLake St. Louis, MO2026-10-08
Legacy Advisors, LLC
19,581$1.5M0.1%ETFLowPlymouth Meeting, PA2026-10-19
Two West Capital Advisors LLC
18,938$1.4M0.7%ETFLowOverland Park, KS2026-10-15
Aries Wealth Management
18,813$1.4M0.3%CoreVery LowPortland, ME2026-10-23
Cullen T Bankers, Inc.
18,548$1.4M0.0%GrowthLowSan Antonio, TX2026-10-28
First Horizon Corp
18,175$1.4M0.1%CoreLowMemphis, TN2026-10-26
Dudley Capital Management, LLC
18,098$1.4M0.5%GrowthLowMiddleburg, VA2026-10-23
Advisor OS, LLC
17,429$1.3M0.1%ETFMediumChicago, IL2026-11-03
Mirador Capital Partners LP
17,392$1.3M0.2%GrowthMediumPleasanton, CA2026-10-09
Heck Capital Advisors, LLC
17,112$1.3M0.1%ETFMediumRhinelander, WI2026-10-14
Power Wealth Management LLC
16,731$1.3M0.4%ETFLowAlpharetta, GA2026-10-27
Creative Financial Designs Inc
16,455$1.2M0.1%ETFMediumKokomo, IN2026-11-04
MSH Capital Advisors LLC
16,340$1.2M0.2%CoreLowScottsdale, AZ2026-11-03
Petredis Investment Advisors LLC
16,310$1.2M0.1%GrowthVery LowWarrendale, PA2026-10-20
Raleigh Capital Management Inc.
16,098$1.2M0.4%CoreMediumCary, NC2026-10-28
Midwest Trust Co
16,094$1.2M0.0%CoreLowOverland Park, KS2026-10-22
Vista Finance, LLC
16,090$1.2M0.6%ETFLowSt. Louis, MO2026-10-23
Elevation Wealth Management LLC
16,061$1.2M0.8%Agg GrowthLowEden Prairie, MN2026-11-02
Hudson Edge Investment Partners Inc.
16,004$1.2M0.2%Deep ValueMediumJersey City, NJ2026-10-28
High Probability Advisors, LLC
15,908$1.2M0.1%ETFVery LowPittsford, NY2026-10-19
Latitude Advisors, LLC
15,860$1.2M0.4%ETFLowYorkville, IL2026-10-27
Alterna Wealth Management, Inc
15,855$1.2M0.7%ETFMediumHouston, TX2026-10-27
Silverlake Wealth Management LLC
15,657$1.2M0.2%ETFLowWilliston, VT2026-10-21
HB Wealth Management, LLC
15,378$1.2M0.0%IndexVery LowAtlanta, GA2026-10-23
W Advisors, LLC
14,872$1.1M0.5%CoreLowGermantown, TN2026-11-02
Pinnacle Associates LTD
14,842$1.1M0.0%CoreLowNew York, NY2026-10-20
Allspring Global Investments Holdings, LLC
14,785$1.1M0.0%CoreMediumCharlotte, NC2026-11-04
Barnes Dennig Private Wealth Management LLC
14,152$1.1M0.9%CoreLowCincinnati, OH2026-10-30
Indivisible Partners
14,074$1.1M0.0%GrowthMediumClearwater, FL2026-10-26
Single Point Partners, LLC
13,673$95.8K0.0%ETFVery LowBoston, MA2026-10-19
TD Waterhouse Canada Inc.
13,651$1.1M0.0%CoreLowToronto, Australia2026-10-16
Crescent Grove Advisors, LLC
13,609$1.0M0.1%ETFLowLake Forest, IL2026-10-21
Stonehaven Wealth & TAX Solutions, LLC
13,354$1.0M1.0%ETFLowAppleton, WI2026-10-22
Pacific Excel Wealth Advisors, Inc.
12,688$958.7K1.1%ETFHighWalnut Creek, CA2026-10-27
Well Done, LLC
12,623$954.6K0.1%ETFLowHolland, MI2026-10-20
Lakeshore Capital Group, Inc.
12,542$948.4K0.6%CoreVery LowRolling Meadows, IL2026-10-20
Soltis Investment Advisors LLC
12,516$946.4K0.0%CoreMediumSt. George, UT2026-10-28
Pictet North America Advisors SA
12,450$941.5K0.1%GARPMediumGeneva 73, Switzerland2026-10-21
Grimes & Co Wealth Management, LLC
12,301$930.2K0.0%CoreLowWestborough, MA2026-10-29
Pinnacle Wealth Management Advisory Group, LLC
11,786$891.2K0.1%GrowthLowRed Bank, NJ2026-10-23
Interchange Capital Partners, LLC
11,765$884.6K0.1%GrowthLowPittsburgh, PA2026-10-28
Weil Company, Inc.
11,732$887.2K0.2%ETFLowSan Diego, CA2026-10-14
Avestar Capital, LLC
11,709$885.4K0.1%GrowthLowNew York, NY2026-10-28
Chicago Partners Investment Group LLC
11,693$859.3K0.0%GARPLowChicago, IL2026-10-27
Joel Adams & Associates, Inc.
11,674$882.8K0.6%ETFLowAsheville, NC2026-11-02
Able Financial Group, LLC
11,608$877.8K0.1%ETFLowScottsdale, AZ2026-10-14
Semus Wealth Partners LLC
11,473$867.6K0.4%GrowthLowBoca Raton, FL2026-10-22
Canopy Partners, LLC
11,436$864.8K0.3%GrowthLowCincinnati, OH2026-10-28
M Holdings Securities, Inc.
11,430$8440.0%ETFHighPortland, OR2026-11-03
Essential Investment Partners LLC
11,200$846.9K0.6%GrowthLowEnglewood, CO2026-10-27
Dynamic Advisor Solutions LLC
11,125$841.3K0.0%ETFLowPhoenix, AZ2026-10-13
Lavelle Capital LP
10,733$811.6K0.4%GrowthHighSan Francisco, CA2026-11-03
Private Trust Co NA
10,723$810.9K0.1%CoreLowCleveland, OH2026-10-20
Magnus Financial Group LLC
10,675$807.3K0.1%ETFLowNew York, NY2026-10-21
Omni 360 Wealth, Inc.
10,658$806.0K0.4%ETFLowPlainsboro, NJ2026-10-13
Flagstar Securities, Inc
10,656$805.8K0.2%ETFVery LowNew York, NY2026-10-15
Carmel Capital Partners, LLC
10,587$800.6K0.3%ValueMediumSan Diego, CA2026-11-03
Beacon Financial Group
10,576$799.8K0.1%ETFMediumDallas, TX2026-10-19
LifeSteps Financial, Inc.
10,489$793.2K0.4%ETFLowClaremont, CA2026-10-15
Palatine Hill Wealth Management, LLC
10,189$770.5K0.6%ETFMediumBirmingham, MI2026-11-03
Hutchens & Kramer Investment Management Group, LLC
9,918$750.0K0.2%ETFLowIndianapolis, IN2026-10-16
McAdam, LLC
9,686$732.5K0.0%ETFLowPhiladelphia, PA2026-10-21
BCU Wealth Advisors, LLC
9,633$728.4K0.2%ETFLowVernon Hills, IL2026-10-16
Syntegra Private Wealth Group, LLC
9,592$725.3K0.1%ETFLowChesterfield, MO2026-10-13
SBE LLC DBA Cedar Cove Wealth Partners
9,515$719.5K0.3%ETFMediumBloomington, MN2026-10-15
Fulton Bank, N.A.
9,474$716.4K0.0%CoreLowLancaster, PA2026-10-14
October Effect Ltd
9,446$714.3K0.7%GrowthHighVirginia Beach, VA2026-10-20
Colton Groome Financial Advisors, LLC
9,420$712.3K0.2%ETFLowAsheville, NC2026-10-06
Sepio Capital, LP
9,416$712.0K0.0%ETFLowSalt Lake City, UT2026-10-22
Brighton Jones LLC
9,305$703.6K0.0%CoreVery LowSeattle, WA2026-11-03
Avidian Wealth Enterprises, LLC
9,089$687.3K0.0%ETFLowHouston, TX2026-10-08
Greenwood Capital Associates LLC
9,000$680.6K0.1%CoreMediumGreenwood, SC2026-10-27
WBH Advisory Inc
8,934$675.6K0.0%ETFLowBaltimore, MD2026-11-05
Quartz Partners, LLC
8,812$666.3K0.2%GARPMediumSaratoga Springs, NY2026-11-03
New England Professional Planning Group Inc.
8,801$665.6K0.3%ETFVery LowWesterly, RI2026-10-29
Cynosure Group, LLC
8,794$665.0K0.1%ETFMediumSalt Lake City, UT2026-11-03
StoneX Group Inc.
8,440$638.2K0.0%ETFMediumNew York, NY2026-11-03
Gladwyn Financial Advisors, Inc.
8,397$635.0K0.4%ETFVery LowChantilly, VA2026-10-05
Midwest Financial Network, LLC
8,323$629.4K0.4%ETFHighTinley Park, IL2026-10-13
Eagle Rock Investment Company, LLC
8,300$627.6K0.1%CoreLowAtlanta, GA2026-10-21
Cape Investment Advisory, Inc.
8,217$621.4K0.2%ETFLowMcdonough, GA2026-10-13
Nicholas Hoffman & Company, Llc.
8,180$618.6K0.0%ETFVery LowAtlanta, GA2026-10-30
Cahaba Wealth Management, Inc.
8,069$610.2K0.0%ETFVery LowAtlanta, GA2026-10-26
Legacy Wealth Partners, LLC
8,039$607.9K0.1%ETFHighLakewood, CO2026-10-15
Smart Wealth LLC
7,991$604.3K0.1%ETFHighOmaha, NE2026-11-04
Phillips Financial Management, LLC
7,951$601.3K0.0%ETFVery LowFort Wayne, IN2026-10-19
Total Clarity Wealth Management, Inc.
7,938$600.3K0.1%ETFMediumSt. Charles, IL2026-10-26
Highland Capital Management, LLC
7,746$585.8K0.0%GrowthMediumMemphis, TN2026-10-26
Morangie Management LLC
7,681$580.8K0.5%CoreVery LowNew York, NY2026-10-15
Kingswood Wealth Advisors, LLC
7,664$579.6K0.0%GrowthLowSan Diego, CA2026-10-23
Washington Capital Management, Inc
7,574$572.7K0.4%ValueMediumSeattle, WA2026-10-19
BigSur Wealth Management LLC
7,500$567.2K0.1%GrowthLowMiami, FL2026-10-13
Eagle Strategies LLC
7,478$565.5K0.1%ETFLowNew York, NY2026-10-16
IFP Advisors, Inc
7,442$562.8K0.0%GrowthLowTampa, FL2026-10-16
Citizens Financial Group Inc
7,431$561.9K0.0%GrowthLowProvidence, RI2026-10-23
Kestra Private Wealth Services, LLC
7,417$560.9K0.0%GrowthLowAustin, TX2026-10-30
Koshinski Asset Management, Inc.
7,315$553.2K0.0%ETFLowDecatur, IL2026-10-29
Robertson Stephens Wealth Management, LLC
7,126$538.8K0.0%ETFMediumSan Francisco, CA2026-10-16
Nottingham Advisors, Inc.
7,125$535.5K0.1%ETFLowAmherst, NY2026-10-29
Woodmont Investment Counsel LLC
7,100$536.9K0.0%GARPVery LowNashville, TN2026-10-29
Michels Family Financial, LLC
7,032$531.8K0.3%ETFLowFort Worth, TX2026-11-02
PUREfi Wealth, LLC
7,013$530.4K0.2%GrowthMediumBoston, MA2026-10-19
Silvia Mccoll Wealth Management, LLC
7,000$529.3K0.3%CoreVery LowSan Diego, CA2026-10-07
Williams & Novak Wealth Management, LLC
6,965$526.7K0.3%ETFMediumWestlake Village, CA2026-10-09
Atlatl Advisers LLC
6,947$525.3K0.1%Agg GrowthHighMadison, WI2026-10-22
Isthmus Partners, LLC
6,937$524.6K0.1%ValueMediumMadison, WI2026-10-21
Lockerman Financial Group, Inc.
6,906$522.2K0.7%ETFMediumNewport Beach, CA2026-10-19
O'Connor Financial Group LLC
6,891$521.1K0.2%ETFLowQuincy, IL2026-10-26
West Branch Capital LLC
6,815$515.4K0.1%GrowthVery LowAmherst, MA2026-10-20
Plan A Wealth LLC
6,746$510.2K0.2%CoreLowLincoln, NE2026-10-08
Sigma Planning Corp
6,741$509.7K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Proathlete Wealth Management LLC
6,712$507.6K0.1%ETFVery LowBoca Raton, FL2026-10-15
Archer Investment Management, LLC
6,570$496.8K0.2%ETFHighAustin, TX2026-10-13
EverSource Wealth Advisors, LLC
6,519$493.0K0.0%CoreMediumBirmingham, AL2026-11-04
Fragasso Financial Advisors Inc
6,393$482.5K0.0%ETFLowSewickley, PA2026-10-13
Nordwand Advisors, LLC
6,335$479.1K0.1%CoreLowRadnor, PA2026-11-05
Kelly Financial Services LLC
6,261$473.5K0.1%ETFMediumBraintree, MA2026-10-20
OpenArc Corporate Advisory, LLC
6,211$469.7K0.0%GrowthLowAtlanta, GA2026-10-21
Financial Perspectives, Inc
6,134$463.9K0.1%GrowthVery LowMinneapolis, MN2026-11-03
Gables Capital Management Inc.
6,100$461.3K0.2%GrowthVery LowMiami, FL2026-11-04
Aegis Wealth Management, Inc.
5,946$449.6K0.3%ETFMediumGuthrie Center, IA2026-10-26
Forum Financial Management, LP
5,918$447.5K0.0%ETFLowLombard, IL2026-10-16
First Business Financial Services, Inc.
5,905$446.5K0.0%ETFVery LowMadison, WI2026-10-29
Kestra Investment Management, LLC
5,711$431.8K0.0%ETFMediumAustin, TX2026-11-04
Trinity Wealth Management, LLC
5,699$431.0K0.1%ETFMediumBerwyn, PA2026-10-13
Landaas & Co
5,660$428.0K0.1%ETFVery LowMilwaukee, WI2026-10-29
Platform Technology Partners
5,381$406.9K0.1%CoreVery LowLocust Valley, NY2026-11-02
Guardsman Private Capital Management, Inc.
5,351$404.6K0.3%ETFVery LowSarasota, FL2026-10-19
Western Financial Corp
5,246$396.7K0.1%MomentumHighSan Diego, CA2026-10-14
Buttonwood Financial Group, LLC
5,156$393.8K0.2%ETFMediumKansas City, MO2026-10-16
Waldron Private Wealth LLC
5,031$380.4K0.0%ETFVery LowBridgeville, PA2026-11-02
Symmetry Partners, LLC
5,009$378.8K0.0%ETFLowGlastonbury, CT2026-10-27
Angeles Wealth Management, LLC
5,007$378.6K0.0%ETFLowSanta Monica, CA2026-10-26
Fiscal Wisdom Wealth Management, LLC
4,942$373.7K0.4%ETFMediumCanton, CT2026-10-16
Accelerate Investment Advisors LLC
4,940$373.6K0.2%ETFLowAliso Viejo, CA2026-11-02
Keybank National Association
4,890$369.8K0.0%CoreLowBrooklyn, OH2026-11-04
J.Safra Asset Management Corp
4,889$369.7K0.0%ETFLowNew York, NY2026-11-03
Gamma Investing LLC
4,831$365.3K0.0%IndexVery LowFoster City, CA2026-10-08
Frank, Rimerman Advisors LLC
4,829$365.2K0.0%GrowthLowPalo Alto, CA2026-10-16
Guidance Point Advisors, LLC
4,792$362.8K0.1%ETFVery LowWellesley, MA2026-10-15
Maple Capital Management, Inc.
4,779$361.4K0.0%GrowthLowMontpelier, VT2026-11-02
Camelot Technology Advisors, Inc.
4,770$360.7K0.2%ETFLowSan Francisco, CA2026-10-09
Adelphi Trust Co
4,747$359.0K0.2%GrowthLowSaint Petersburg, FL2026-10-05
Oregon Pacific Wealth Management, LLC
4,717$356.7K0.3%ETFMediumMedford, OR2026-10-20
Simplex Trading, LLC
4,697$355.2K0.0%CoreVery HighChicago, IL2026-11-04
South Shore Capital Advisors
4,692$354.8K0.2%CoreMediumCohasset, MA2026-10-20
Claro Advisors Inc.
4,636$350.6K0.0%CoreLowBoston, MA2026-11-02
Spinnaker Investment Group, LLC
4,628$350.0K0.1%ETFLowNewport Beach, CA2026-10-13
Wedbush Securities Inc
4,613$3490.0%CoreLowPasadena, CA2026-10-22
Old National Bancorp
4,600$347.9K0.0%CoreLowEvansville, IN2026-10-20
Patten & Patten Inc
4,556$344.5K0.0%CoreLowChattanooga, TN2026-10-26
Euro Pacific Asset Management, LLC
4,556$344.5K0.0%GARPLowDorado, PR2026-11-03
Shira Ridge Wealth Management
4,500$340.3K0.1%ETFLowLarkspur, CA2026-10-09
Kaizen Financial Strategies
4,420$334.2K0.1%ETFMediumCampbell, CA2026-10-09
Curated Wealth Partners LLC
4,329$327.4K0.0%GARPLowEl Segundo, CA2026-10-15
Aviance Capital Partners, LLC
4,310$325.9K0.0%CoreLowNaples, FL2026-10-29
AA Financial Advisors, LLC
4,220$319.1K0.0%ETFMediumColumbus, OH2026-10-19
Blue Square Asset Management, LLC
4,100$310.0K0.1%MomentumMediumNew York, NY2026-11-02
Opulen Financial Group LLC
4,082$308.7K0.2%ETFVery LowArlington, VA2026-10-22
RCS Financial Planning, LLC
4,035$305.1K0.2%ETFMediumAnnapolis, MD2026-10-14
Valeo Financial Advisors, LLC
4,030$304.7K0.0%ETFLowCarmel, IN2026-10-08
Kelsey Financial, LLC
4,030$304.7K0.2%ETFLowMoorpark, CA2026-10-28
TD Private Client Wealth LLC
4,024$304.3K0.0%ETFLowNew York, NY2026-10-28
RFG Advisory, LLC
3,947$298.4K0.0%ETFMediumBirmingham, AL2026-11-03
World Equity Group, Inc.
3,942$298.1K0.1%GrowthMediumSchaumburg, IL2026-10-14
Franklin, Parlapiano, Turner & Welch, LLC
3,930$297.2K0.1%CoreLowHouston, TX2026-10-30
Syntax Research, Inc.
3,879$293.3K0.2%ETFMediumBoca Raton, FL2026-11-04
Insight Wealth Strategies, LLC
3,878$293.3K0.0%ETFHighSan Ramon, CA2026-10-09
Tennessee Valley Asset Management Partners
3,833$289.8K0.0%ETFLowKnoxville, TN2026-11-03
Donor Advised Charitable Giving, Inc.
3,819$288.8K0.0%Agg GrowthVery LowLone Tree, CO2026-10-28
Monument Capital Management
3,747$283.3K0.1%GARPHighAlexandria, VA2026-10-09
Forvis Mazars Wealth Advisors, LLC
3,652$276.2K0.0%ETFVery LowSpringfield, MO2026-10-13
Councilmark Asset Management, LLC
3,650$276.0K0.1%CoreVery LowKnoxville, TN2026-10-20
Sterling Investment Counsel, LLC
3,610$273.0K0.1%GrowthLowBuffalo, NY2026-10-19
Acorn Wealth Advisors, LLC
3,573$270.2K0.1%ETFLowGrand Blanc, MI2026-10-19
Trail Ridge Investment Advisors, LLC
3,560$269.2K0.1%CoreLowFort Collins, CO2026-10-16
Laurel OAK Wealth Management, LLC
3,552$268.6K0.0%GrowthLowMarlton, NJ2026-10-19
Harfst & Associates, Inc.
3,510$265.4K0.0%GARPLowSheridan, WY2026-10-20
Fogel Capital Management, Inc.
3,430$259.4K0.1%CoreVery LowStuart, FL2026-11-04
Wealthcare Advisory Partners LLC
3,421$258.7K0.0%ETFLowWest Chester, PA2026-10-21
Berman McAleer LLC
3,410$257.9K0.0%ETFVery LowTimonium, MD2026-10-16
Valen Private Capital, LLC
3,379$255.5K0.1%ETFN/APaoli, PA2026-10-23
Summit Place Financial Advisors, LLC
3,310$250.3K0.1%CoreMediumSummit, NJ2026-10-23
Norris Perne & French LLP
3,243$245.2K0.0%GrowthLowGrand Rapids, MI2026-10-23
Veracity Capital LLC
3,232$244.4K0.1%GrowthLowAtlanta, GA2026-10-08
First Financial Bank - Trust Division
3,202$242.1K0.0%CoreLowHamilton, OH2026-10-01
SWP Financial LLC
3,096$234.2K0.1%ETFMediumEncinitas, CA2026-10-23
Breakwater Capital Group
3,083$233.1K0.0%ETFLowParamus, NJ2026-10-09
Birch Hill Investment Advisors LLC
3,030$229.1K0.0%CoreVery LowBoston, MA2026-10-16
Saxon Interests, Inc.
3,001$226.9K0.1%ETFMediumHouston, TX2026-10-26
Opal Wealth Advisors, LLC
2,870$217.0K0.0%ETFLowJericho, NY2026-10-16
Riverwater Partners LLC
2,840$214.7K0.1%ValueMediumMilwaukee, WI2026-11-03
Sound Financial Strategies Group, LLC
2,822$213.4K0.1%ETFMediumMadison, MS2026-10-30
Mountain Pacific Investment Advisers LLC
2,810$212.5K0.0%CoreVery LowBoise, ID2026-10-29
Insight Wealth Partners, LLC
2,784$210.5K0.0%ETFLowPlano, TX2026-10-26
Keystone Wealth Services, LLC
2,768$210.8K0.0%ETFHighPalm Desert, CA2026-11-03
Legacy CG, LLC
2,761$208.8K0.1%GrowthHighPlano, TX2026-10-30
AlphaCore Capital LLC
2,712$205.1K0.0%ETFLowLa Jolla, CA2026-11-04
Investors Asset Management of Georgia Inc
2,700$204.2K0.1%GARPLowAtlanta, GA2026-10-20
Morton Brown Family Wealth, LLC
2,698$204.0K0.0%ETFVery LowAllentown, PA2026-10-23
Kerusso Capital Management LLC
2,682$202.8K0.1%ValueLowWinston Salem, NC2026-10-27
Annex Advisory Services, LLC
2,670$201.9K0.0%GrowthHighBrookfield, WI2026-10-16
Signature Equity Partners, LLC
2,604$196.9K0.1%GrowthMediumColumbus, OH2026-10-29
Hazlett, Burt & Watson, Inc.
2,364$85.1K0.0%CoreVery LowWheeling, WV2026-11-04
Montgomery Financial Services LLC
2,034$153.8K0.1%ETFN/AOcean City, MD2026-11-03
Independence Bank of Kentucky
1,876$141.9K0.0%GrowthLowOwensboro, KY2026-10-26
Strengthening Families & Communities, LLC
1,594$120.5K0.0%CoreMediumBoston, MA2026-10-21
Heritage Family Offices, LLP
1,523$115.2K0.0%GrowthHighScottsdale, AZ2026-11-02
Lloyd Advisory Services, Llc.
1,059$80.1K0.0%ETFVery HighSuwanee, GA2026-11-02
Cordgrass Capital Advisors, LLC
1,000$75.6K0.0%CoreLowRaleigh, NC2026-10-30
CX Institutional
960$730.0%CoreMediumAuburn, IN2026-10-02
Grove Bank & Trust
930$70.3K0.0%ETFLowMiami, FL2026-10-08
Montag A & Associates Inc
859$65.0K0.0%CoreLowAtlanta, GA2026-10-29
Capital Advisors, Ltd. LLC
697$530.0%ETFLowShaker Heights, OH2026-10-27
Signature Resources Capital Management, LLC
681$51.5K0.0%ETFLowNewport Beach, CA2026-10-16
Team Financial Group, LLC
635$48.0K0.0%ETFLowTemecula, CA2026-10-30
Comprehensive Financial Planning, Inc.
581$43.9K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
TFC Financial Management, Inc.
529$40.0K0.0%ETFVery LowBoston, MA2026-10-26
Breakwater Investment Management
510$38.6K0.0%ETFLowSeattle, WA2026-10-20
Rossmore Private Capital
500$37.8K0.0%CoreLowGlastonbury, CT2026-10-27
LFA - Lugano Financial Advisors SA
499$37.7K0.0%ETFLowLugano, Switzerland2026-11-03
Mascoma Wealth Management LLC
465$35.2K0.0%ETFVery LowHanover, NH2026-10-23
Key Capital Management, Inc
430$32.5K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Laurel Wealth Advisors LLC
340$25.7K0.0%CoreVery LowCharlotte, NC2026-10-27
Granite FO LLC
325$24.6K0.0%GARPVery LowGilford, NH2026-10-14
Armstrong Advisory Group, Inc
286$21.6K0.0%ETFHighNeedham, MA2026-10-09
Ashton Thomas Securities, LLC
264$20.0K0.0%ETFMediumRochester, NY2026-10-26
Covestor Ltd
244$180.0%ValueHighLondon, United Kingdom2026-10-30
Lanark Financial, Inc.
200$15.1K0.0%CoreMediumBirmingham, AL2026-10-26
Noble Wealth Management PBC
200$15.1K0.0%YieldMediumGreenwood Village, CO2026-10-01
Cranbrook Wealth Management, LLC
175$13.2K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
CKW Financial Group
164$120.0%ETFVery LowHonolulu, HI2026-10-29
Arcadia Investment Advisors LLC
145$11.0K0.0%ETFLowEagle, ID2026-10-13
Morling Financial Advisors, LLC
138$10.4K0.0%ETFLowFremont, CA2026-10-28
EPG Wealth Management LLC
117$8.8K0.0%GrowthLowAtlanta, GA2026-11-03
Turtle Creek Wealth Advisors, LLC
116$8.8K0.0%GrowthLowDallas, TX2026-10-15
Pioneer Family Office, LLC
110$8.3K0.0%ETFMediumNorth Miami Beach, FL2026-10-30
Asset Dedication, LLC
77$5.8K0.0%ETFLowSan Francisco, CA2026-11-03
Bokf, NA
74$5.6K0.0%CoreLowTulsa, OK2026-10-27
Capital Investment Advisory Services, LLC
41$3.1K0.0%CoreMediumRaleigh, NC2026-10-30
Gilpin Wealth Management, LLC
32$2.4K0.0%GrowthLowDenver, CO2026-10-09
Bfsg, LLC
32$2.4K0.0%CoreLowIrvine, CA2026-10-30
Nfsg Corp
27$2.1K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Pflug Koory, LLC
26$1.9K0.0%CoreVery LowOmaha, NE2026-10-26
Meriwether Wealth & Planning, LLC
25$1.9K0.0%ETFMediumMinden, LA2026-10-13
Compass Financial Management LLC
20$1.5K0.0%CoreN/ATampa, FL2026-10-30
Pinnacle Wealth Planning Services, Inc.
16$1.2K0.0%GARPLowMansfield, OH2026-10-27
NBT Bank, N.A.
15$1.1K0.0%CoreLowNorwich, NY2026-10-21