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Ishares Msci Eafe Small-Cap (SCZ)

CUSIP: 464288273 | NYSE | 2096 institutional holders

Quarters

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

Cassaday & Co Wealth Management LLC5,144,437
7.7% of portfolio›$434.3M
Creative Planning3,706,703
0.2% of portfolio›$312.9M
Wilmington Savings Fund Society, FSB895,976
1.7% of portfolio›$75.6M
Modera Wealth Management, LLC867,762
0.8% of portfolio›$73.3M
Financial Advisory Corp548,417
5.9% of portfolio›$46.3M
Forvis Mazars Wealth Advisors, LLC531,373
0.7% of portfolio›$44.9M
Wealthcare Advisory Partners LLC451,654
0.6% of portfolio›$38.1M
Plancorp, LLC395,271
0.7% of portfolio›$32.7M
Bear Mountain Capital, Inc.356,686
8.3% of portfolio›$29.8M
Halbert Hargrove Global Advisors, LLC355,367
1.3% of portfolio›$30.0M
Shakespeare Wealth Management, LLC312,160
5.1% of portfolio›$26.4M
Choreo, LLC299,026
0.3% of portfolio›$25.2M
Mission Wealth Management, LP269,897
0.4% of portfolio›$22.8M
First Citizens Bank & Trust Co267,160
0.3% of portfolio›$22.6M
Bryn Mawr Trust Advisors, LLC264,430
1.0% of portfolio›$22.3M
FSM Wealth Advisors, LLC257,914
2.2% of portfolio›$21.5M
Commonwealth Equity Services, LLC196,914
0.0% of portfolio›$16.6M
Truist Financial Corp196,639
0.0% of portfolio›$16.6M
Encompass Wealth Advisors, LLC195,398
2.4% of portfolio›$16.5M
RTD Financial Advisors, Inc.169,009
1.6% of portfolio›$14.3M
Wealth Architects, LLC168,463
1.1% of portfolio›$14.2M
Cambridge Investment Research Advisors, Inc.165,943
0.0% of portfolio›$14.0K
Klingman & Associates, LLC154,941
0.5% of portfolio›$13.1M
Shoker Investment Counsel, Inc.148,998
3.3% of portfolio›$12.6M
Omega Financial Group, LLC142,015
3.7% of portfolio›$12.0M
Cullen T Bankers, Inc.140,652
0.1% of portfolio›$11.9M
Sound Stewardship, LLC140,536
4.8% of portfolio›$11.9M
Dorval Corp133,447
3.2% of portfolio›$11.3M
Brighton Jones LLC121,149
0.2% of portfolio›$10.2M
Fonville Wealth Management LLC120,443
1.5% of portfolio›$10.2M
Charles Schwab Trust Co113,421
0.6% of portfolio›$9.6M
Ifrah Financial Services, Inc.111,229
2.4% of portfolio›$9.4M
LTG Capital LLC107,934
6.2% of portfolio›$9.1M
Sachem Hill LLC105,710
1.6% of portfolio›$8.9M
Wealth Enhancement Advisory Services, LLC105,643
0.0% of portfolio›$8.8M
Ocean Park Asset Management, LLC105,074
0.5% of portfolio›$8.9M
Arvest Investments, Inc.99,253
1.0% of portfolio›$8.4M
IFG Advisors, LLC94,816
1.1% of portfolio›$8.0M
Bank of Stockton88,478
2.2% of portfolio›$7.5M
Beam Wealth Advisors, Inc.85,705
1.6% of portfolio›$7.2M
Oppenheimer Asset Management Inc.81,368
0.1% of portfolio›$6.9M
Blueline Advisors LLC80,568
4.8% of portfolio›$6.8M
Cornerstone Management, Inc.80,165
1.0% of portfolio›$6.8M
Parkside Financial Bank & Trust75,135
0.4% of portfolio›$6.3M
My Personal CFO, LLC74,863
2.3% of portfolio›$6.3M
Washington Trust Bank72,157
0.4% of portfolio›$6.1M
HUB Investment Partners, LLC65,685
0.1% of portfolio›$5.5M
Assetmark, Inc64,859
0.0% of portfolio›$5.5M
Vise Technologies, Inc.64,329
0.0% of portfolio›$5.4M
MSH Capital Advisors LLC64,152
0.8% of portfolio›$5.4M
Shore Point Advisors, LLC63,709
1.7% of portfolio›$5.4M
Auto-Owners Insurance Co57,700
0.2% of portfolio›$4.9M
Endowment Wealth Management, Inc.54,725
1.6% of portfolio›$4.6M
Cooke Wealth Management, LLC54,594
3.9% of portfolio›$4.6M
Goldstein Advisors, LLC51,592
0.4% of portfolio›$4.4M
Park Avenue Securities LLC51,397
0.0% of portfolio›$4.3K
NBT Bank, N.A.48,793
0.3% of portfolio›$4.1M
IFP Advisors, Inc46,478
0.1% of portfolio›$3.9M
Waldron Private Wealth LLC45,703
0.1% of portfolio›$3.9M
Investors Research Corp44,612
0.7% of portfolio›$3.8M
Aspiriant, LLC44,296
0.1% of portfolio›$3.7M
James J. Burns & Company, LLC44,280
0.4% of portfolio›$3.7M
Concurrent Investment Advisors, LLC43,010
0.0% of portfolio›$3.6M
Sterling Capital Management LLC42,948
0.1% of portfolio›$3.6M
Narus Financial Partners, LLC42,493
1.0% of portfolio›$3.6M
Creekside Partners41,915
1.3% of portfolio›$3.5M
Eagle Strategies LLC40,069
0.3% of portfolio›$3.4M
Foundation Wealth Management, LLC40,069
1.8% of portfolio›$3.4M
Pinnacle Associates LTD39,453
0.0% of portfolio›$3.3M
Kestra Advisory Services, LLC38,913
0.0% of portfolio›$3.3M
Partnership Wealth Management, LLC37,620
2.3% of portfolio›$3.2M
Lido Advisors, LLC37,592
0.0% of portfolio›$3.2M
SAX Wealth Advisors, LLC35,933
0.1% of portfolio›$3.0M
Sowell Financial Services LLC35,701
0.1% of portfolio›$3.0M
Pinnacle Wealth Management Advisory Group, LLC35,598
0.2% of portfolio›$3.0M
Probity Advisors, Inc.35,411
0.4% of portfolio›$3.0M
LexAurum Advisors, LLC35,188
0.3% of portfolio›$3.0M
Abacus Planning Group, Inc.35,043
0.4% of portfolio›$3.0M
D.A. Davidson & Co.34,662
0.0% of portfolio›$2.9M
BIP Wealth, LLC34,635
0.1% of portfolio›$2.9M
Reston Wealth Management LLC34,213
0.8% of portfolio›$2.9M
Noble Family Wealth, LLC33,976
0.5% of portfolio›$2.9M
Breakwater Capital Group33,898
0.3% of portfolio›$2.9M
Sincerus Advisory, LLC32,247
1.8% of portfolio›$2.7M
Coyle Financial Counsel LLC31,881
0.5% of portfolio›$2.7M
Nicholas Hoffman & Company, Llc.31,845
0.1% of portfolio›$2.7M
Acropolis Investment Management, LLC31,810
0.1% of portfolio›$2.7M
Apella Capital, LLC31,752
0.0% of portfolio›$2.7M
Allspring Global Investments Holdings, LLC31,677
0.0% of portfolio›$2.6M
NTV Asset Management LLC31,550
0.2% of portfolio›$2.7M
Canopy Partners, LLC30,908
0.8% of portfolio›$2.6M
Droms Strauss Advisors Inc30,802
0.6% of portfolio›$2.6M
Citizens Financial Group Inc30,008
0.0% of portfolio›$2.5M
Elmwood Wealth Management, Inc.29,707
0.6% of portfolio›$2.5M
Foundation Wealth Management, Llc\pa29,695
0.8% of portfolio›$2.5M
Prosperity Planning, Inc.29,606
0.6% of portfolio›$2.5M
Avior Wealth Management, LLC28,591
0.1% of portfolio›$2.4M
Davenport & Co LLC28,224
0.0% of portfolio›$2.4M
American Financial & TAX Strategies Inc26,836
1.0% of portfolio›$2.3M
Aire Advisors, LLC26,745
0.4% of portfolio›$2.3M
Farther Finance Advisors, LLC24,901
0.0% of portfolio›$2.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management24,775
0.0% of portfolio›$2.1M
Simon Quick Advisors, LLC23,820
0.1% of portfolio›$2.0M
Frontier Asset Management, LLC23,764
0.4% of portfolio›$2.0M
Strategic Family Wealth Counselors, L.L.C.23,024
0.5% of portfolio›$1.9M
Kestra Private Wealth Services, LLC22,380
0.0% of portfolio›$1.9M
Fifth Third Wealth Advisors LLC22,245
0.0% of portfolio›$1.9M
Midwest Trust Co21,157
0.0% of portfolio›$1.8M
Trust Co of the South21,035
0.2% of portfolio›$1.8M
Evanson Financial, LLC20,861
0.1% of portfolio›$1.8M
Intergy Private Wealth, LLC19,656
0.4% of portfolio›$1.7M
Birch Financial Group, LLC19,469
0.8% of portfolio›$1.6M
Lee Financial Co19,245
0.2% of portfolio›$1.6M
Perigon Wealth Management, LLC19,181
0.0% of portfolio›$1.6M
Parallel Advisors, LLC19,114
0.0% of portfolio›$1.6M
GEM Asset Management, LLC17,705
0.6% of portfolio›$1.5M
Guidance Point Advisors, LLC17,641
0.3% of portfolio›$1.5M
Quadrant Capital Group LLC17,526
0.0% of portfolio›$1.5M
SteelPeak Wealth, LLC17,069
0.0% of portfolio›$1.4M
Ferguson Wellman Capital Management, Inc16,728
0.0% of portfolio›$1.4M
Harbor Investment Advisory, LLC16,721
0.1% of portfolio›$1.4M
Squire Investment Management Company, LLC16,700
0.3% of portfolio›$1.4M
Sterling Financial Planning, Inc.16,070
0.4% of portfolio›$1.4M
Monument Group Wealth Advisors, LLC15,758
0.6% of portfolio›$1.3M
BayBridge Capital Group, LLC15,298
0.7% of portfolio›$1.3M
Great Point Wealth Advisors, LLC15,052
0.2% of portfolio›$1.3M
Magnus Financial Group LLC15,019
0.1% of portfolio›$1.3M
Wealthcare Capital Management LLC14,975
0.1% of portfolio›$1.3M
Walkner Condon Financial Advisors LLC14,734
0.1% of portfolio›$1.2M
Berkeley, Inc14,218
0.4% of portfolio›$1.2M
Avidian Wealth Enterprises, LLC14,016
0.0% of portfolio›$1.2M
Kelly Financial Group LLC13,992
0.3% of portfolio›$1.2M
Aletheian Wealth Advisors LLC13,908
0.5% of portfolio›$1.2M
Wealthcare Capital Partners, LLC13,820
0.5% of portfolio›$1.2M
Petersen Hastings Wealth Advisors Inc.13,491
0.1% of portfolio›$1.1M
Wedmont Private Capital13,273
0.0% of portfolio›$1.1M
Bokf, NA13,245
0.0% of portfolio›$1.1M
Physician Wealth Advisors, Inc.12,479
0.1% of portfolio›$1.1M
Interchange Capital Partners, LLC12,357
0.2% of portfolio›$1.0M
Ashton Thomas Private Wealth, LLC11,691
0.0% of portfolio›$987.0K
HB Wealth Management, LLC11,479
0.0% of portfolio›$969.1K
Busey Bank11,423
0.0% of portfolio›$964.3K
Signature Estate & Investment Advisors LLC11,173
0.0% of portfolio›$943.2K
Glenview Trust Co11,058
0.0% of portfolio›$933.5K
Independence Bank of Kentucky10,807
0.1% of portfolio›$912.3K
Family Wealth Partners, LLC10,799
0.3% of portfolio›$911.6K
Alpha Omega Wealth Management LLC10,412
0.1% of portfolio›$879.0K
Mather Group, Llc.10,411
0.0% of portfolio›$878.9K
Oppenheimer & Co Inc10,291
0.0% of portfolio›$868.8K
21 West Wealth Management LLC9,929
0.7% of portfolio›$838.2K
St. Louis Trust Co9,680
0.1% of portfolio›$817.2K
Elyxium Wealth, LLC9,654
0.1% of portfolio›$815.0K
Donor Advised Charitable Giving, Inc.9,273
0.0% of portfolio›$782.8K
RF&L Wealth Management, LLC9,250
0.5% of portfolio›$780.9K
LAM Group, Inc.9,155
0.4% of portfolio›$772.9K
Financial Synergies Wealth Advisors, Inc.9,138
0.1% of portfolio›$771.4K
Dala Group, LLC8,990
0.6% of portfolio›$758.9K
Asset Dedication, LLC8,987
0.0% of portfolio›$758.7K
Harbor Group, Inc.8,847
0.1% of portfolio›$746.9K
Global View Capital Management LLC8,779
0.2% of portfolio›$741.1K
Forum Financial Management, LP8,727
0.0% of portfolio›$736.7K
First Horizon Corp8,454
0.0% of portfolio›$713.7K
William Howard & Co Financial Advisors Inc8,446
0.6% of portfolio›$713.0K
Advisory Solutions Group, LLC8,372
0.1% of portfolio›$706.8K
Procyon Advisors, LLC8,153
0.0% of portfolio›$688.3K
DMC Group, LLC8,105
0.5% of portfolio›$684.2K
Johnson Financial Group, LLC8,063
0.0% of portfolio›$680.7K
Brucke Financial, Inc.7,969
0.3% of portfolio›$672.7K
Cutler Investment Counsel LLC7,788
0.1% of portfolio›$657.5K
McAdam, LLC7,771
0.0% of portfolio›$656.1K
Redw Wealth LLC7,757
0.2% of portfolio›$654.8K
Gladwyn Financial Advisors, Inc.7,579
0.4% of portfolio›$639.8K
Strategic Blueprint, LLC7,560
0.0% of portfolio›$638.2K
Financial Harvest, LLC7,547
0.3% of portfolio›$637.1K
Ascent Group, LLC7,278
0.0% of portfolio›$614.4K
Rebalance, LLC7,205
0.0% of portfolio›$608.2K
Moisand Fitzgerald Tamayo, LLC6,981
0.1% of portfolio›$589.4K
Morton Capital Management LLC6,973
0.1% of portfolio›$588.6K
GFS Advisors, LLC6,906
0.1% of portfolio›$583.0K
Tranquility Partners, LLC6,837
0.2% of portfolio›$577.2K
Lake Street Private Wealth, LLC6,778
0.1% of portfolio›$572.2K
Courage Miller Partners, LLC6,739
0.2% of portfolio›$568.9K
Williams & Novak Wealth Management, LLC6,728
0.3% of portfolio›$568.0K
May Hill Capital, LLC6,583
0.1% of portfolio›$555.8K
Retirement Planning Group, LLC6,528
0.0% of portfolio›$551.1K
Robertson Stephens Wealth Management, LLC6,516
0.0% of portfolio›$550.1K
Pinnacle Wealth Planning Services, Inc.6,422
0.1% of portfolio›$542.1K
Brickley Wealth Management6,144
0.1% of portfolio›$518.7K
Samalin Investment Counsel, LLC5,987
0.2% of portfolio›$505.4K
Independent Financial Group, LLC5,874
0.0% of portfolio›$495.9K
Phillip James Consulting Co.5,707
0.3% of portfolio›$481.8K
Simplicity Wealth,LLC5,639
0.0% of portfolio›$476.0K
Braun-Bostich & Associates Inc.5,558
0.3% of portfolio›$469.2K
Integrated Advisors Network LLC5,532
0.0% of portfolio›$467.0K
Richard P Slaughter Associates Inc5,530
0.1% of portfolio›$466.8K
Michael Brady & Co., LLC5,449
0.4% of portfolio›$460.0K
Montecito Bank & Trust5,436
0.1% of portfolio›$458.9K
Discipline Wealth Solutions, LLC5,414
0.0% of portfolio›$457.0K
Prospera Financial Services Inc5,386
0.0% of portfolio›$446.0K
Cornerstone Wealth Advisors, Inc.5,280
0.1% of portfolio›$445.7K
Keybank National Association5,185
0.0% of portfolio›$437.7K
ARK & TLK Investments, LLC5,069
0.1% of portfolio›$427.9K
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies4,971
0.3% of portfolio›$419.7K
Compass Ion Advisors, LLC4,953
0.0% of portfolio›$418.2K
Uptick Partners, LLC4,844
0.1% of portfolio›$408.9K
KFA Private Wealth Group, LLC4,691
0.1% of portfolio›$396.0K
Biltmore Family Office, LLC4,665
0.1% of portfolio›$393.8K
Citigroup Inc4,580
0.0% of portfolio›$386.6K
Crescent Grove Advisors, LLC4,568
0.0% of portfolio›$385.6K
LongView Wealth Management4,535
0.1% of portfolio›$382.8K
Winnacle Wealth LLC4,465
0.2% of portfolio›$377.0K
Factor Wealth Management LTD4,443
0.1% of portfolio›$375.1K
Fiduciary Advisors, Inc.4,421
0.3% of portfolio›$373.2K
Wedbush Securities Inc4,410
0.0% of portfolio›$372
Galvin, Gaustad & Stein, LLC4,395
0.0% of portfolio›$371.0K
Embree Financial Group4,372
0.0% of portfolio›$369.1K
Collective Family Office LLC4,264
0.1% of portfolio›$360.0K
Rockingstone Advisors LLC4,245
0.1% of portfolio›$358.4K
Belleair Asset Management, LLC4,203
0.3% of portfolio›$354.8K
Mullaney, Keating & Wright, Inc.4,192
0.2% of portfolio›$353.9K
Valeo Financial Advisors, LLC4,161
0.0% of portfolio›$351.3K
Vannoy Advisory Group, Inc.4,086
0.2% of portfolio›$344.9K
Armstrong, Fleming & Moore, Inc4,037
0.1% of portfolio›$340.8K
Latitude Advisors, LLC3,980
0.1% of portfolio›$336.0K
Eagle Rock Investment Company, LLC3,958
0.0% of portfolio›$334.1K
Guidance Capital, Inc3,906
0.1% of portfolio›$325.6K
RFG Advisory, LLC3,869
0.0% of portfolio›$326.6K
Upper Left Wealth Management, LLC3,847
0.2% of portfolio›$324.8K
MFA Wealth Services3,801
0.2% of portfolio›$320.9K
Truefg, LLC3,771
0.1% of portfolio›$318.3K
Sigma Investment Counselors Inc3,685
0.0% of portfolio›$311.1K
Stevens Capital Partners3,678
0.1% of portfolio›$310.5K
Meridian Financial Advisors, LLC3,675
0.1% of portfolio›$310.3K
Dynamic Financial Group3,595
0.2% of portfolio›$303.5K
Canandaigua National Bank & Trust Co3,584
0.0% of portfolio›$302.6K
First Interstate Bank3,536
0.0% of portfolio›$298.5K
Key FInancial Inc3,504
0.0% of portfolio›$295.8K
Lpwm LLC3,481
0.1% of portfolio›$293.9K
rebel Financial LLC3,459
0.1% of portfolio›$292.0K
Diversify Wealth Management, LLC3,446
0.0% of portfolio›$286.7K
Diversify Advisory Services, LLC3,446
0.0% of portfolio›$286.7K
Stone Summit Wealth LLC3,446
0.1% of portfolio›$290.9K
Root Financial Partners, LLC3,445
0.0% of portfolio›$290.9K
Willow Creek Wealth Management Inc.3,429
0.0% of portfolio›$289.5K
Columbus Macro, LLC3,426
0.0% of portfolio›$289.3K
Fee-Only Financial Planning, L.C.3,350
0.2% of portfolio›$282.8K
Davidson Trust Co3,335
0.1% of portfolio›$281.5K
Sentinel Advisory Group, LLC3,307
0.1% of portfolio›$279.2K
Trust Co of Vermont3,233
0.0% of portfolio›$272.9K
Granite Islands Private Wealth, LLC3,225
0.2% of portfolio›$272.2K
Segment Wealth Management, LLC3,170
0.0% of portfolio›$267.6K
Bestgate Wealth Advisors, LLC3,126
0.2% of portfolio›$263.9K
CoreCap Advisors, LLC3,070
0.0% of portfolio›$259.2K
Foster Victor Wealth Advisors, LLC3,054
0.0% of portfolio›$253.7K
Aurelius Family Office LLC3,049
0.1% of portfolio›$257.4K
Facet Wealth, Inc.3,018
0.0% of portfolio›$254.8K
Colorado Capital Management, Inc.3,017
0.0% of portfolio›$255
Aspect Partners, LLC2,993
0.1% of portfolio›$252.7K
Heck Capital Advisors, LLC2,960
0.0% of portfolio›$249.9K
Prospera Capital Management, LLC2,959
0.1% of portfolio›$249.8K
Sigma Planning Corp2,932
0.0% of portfolio›$244.8K
Michels Family Financial, LLC2,866
0.1% of portfolio›$242.0K
GHP Investment Advisors, Inc.2,850
0.0% of portfolio›$240.6K
Maltin Wealth Management, Inc.2,747
0.1% of portfolio›$231.9K
Montis Financial, LLC2,659
0.0% of portfolio›$224.5K
SJS Investment Consulting Inc.2,638
0.0% of portfolio›$222.7K
Greenleaf Trust2,632
0.0% of portfolio›$222.2K
One Way Holdings LLC2,619
0.0% of portfolio›$221.1K
AdvisorNet Financial, Inc2,618
0.0% of portfolio›$217.8K
Lynx Investment Advisory2,602
0.1% of portfolio›$219.7K
Canandaigua National Trust Co of Florida2,550
0.1% of portfolio›$215.3K
Fingerlakes Wealth Management, Inc.2,523
0.1% of portfolio›$213.0K
Gemmer Asset Management LLC2,468
0.0% of portfolio›$208.3K
Dynamic Advisor Solutions LLC2,401
0.0% of portfolio›$202.7K
Princeton Global Asset Management LLC2,399
0.0% of portfolio›$202.5K
Phillips Financial Management, LLC2,334
0.0% of portfolio›$197.0K
William Mack & Associates, Inc.2,050
0.1% of portfolio›$173.1K
AlphaCore Capital LLC1,945
0.0% of portfolio›$164.2K
Owl Creek Wealth Partners LLC1,909
0.0% of portfolio›$161.2K
Golden State Wealth Management, LLC1,900
0.0% of portfolio›$160.4K
City Holding Co1,900
0.0% of portfolio›$160.4K
Miller Global Investments, LLC1,843
0.1% of portfolio›$155.6K
Cdkv Holdings LLC1,796
0.1% of portfolio›$151.7K
TFC Financial Management, Inc.1,771
0.0% of portfolio›$149.5K
Sage Mountain Advisors LLC1,695
0.0% of portfolio›$143.1K
Wolff Wiese Magana LLC1,638
0.1% of portfolio›$138.3K
Highline Wealth Partners LLC1,565
0.0% of portfolio›$132.1K
Spire Wealth Management1,507
0.0% of portfolio›$127.2K
Gamma Investing LLC1,481
0.0% of portfolio›$125.0K
Lanark Financial, Inc.1,419
0.0% of portfolio›$119.8K
Grove Bank & Trust1,130
0.0% of portfolio›$95.4K
Burkett Financial Services, LLC1,123
0.0% of portfolio›$94.8K
Private Trust Co NA1,097
0.0% of portfolio›$92.6K
Indiana Trust & Investment Management Co1,089
0.0% of portfolio›$91.9K
Westside Investment Management, Inc.1,041
0.0% of portfolio›$87.8K
Creative Financial Designs Inc1,002
0.0% of portfolio›$84.6K
Capital Investment Advisory Services, LLC983
0.0% of portfolio›$83.0K
Elevation Wealth Partners, LLC976
0.0% of portfolio›$82.4K
Capital Advisors, Ltd. LLC975
0.0% of portfolio›$82
Old Second National Bank of Aurora922
0.0% of portfolio›$77.8K
UMB Private Wealth Management, LLC889
0.1% of portfolio›$75.0K
Clayton Financial Group LLC865
0.0% of portfolio›$73.0K
Compagnie Lombard Odier SCmA856
0.0% of portfolio›$72.3K
Bell Investment Advisors, Inc852
0.0% of portfolio›$71.9K
Elevate Wealth Advisory, Inc838
0.0% of portfolio›$70.7K
Signaturefd, LLC812
0.0% of portfolio›$68.5K
Maryland Capital Advisors Inc.770
0.0% of portfolio›$65.0K
Harbor Asset Planning, Inc.764
0.0% of portfolio›$64.4K
Montag A & Associates Inc760
0.0% of portfolio›$64.2K
City State Bank722
0.0% of portfolio›$61.0K
High Note Wealth, LLC720
0.0% of portfolio›$60.8K
Jnba Financial Advisors700
0.0% of portfolio›$59.1K
Gables Capital Management Inc.688
0.0% of portfolio›$58.1K
MeadowBrook Investment Advisors LLC663
0.0% of portfolio›$55.0K
Cranbrook Wealth Management, LLC623
0.0% of portfolio›$52.6K
Atwood & Palmer Inc583
0.0% of portfolio›$49.2K
Ashurst Perkins Coie Trust Co568
0.0% of portfolio›$48.0K
Rydar Equities, Inc.559
0.0% of portfolio›$46.7K
Align Financial, LLC534
0.0% of portfolio›$45.1K
Tradewinds Capital Management, LLC527
0.0% of portfolio›$44.5K
American National Bank & Trust521
0.0% of portfolio›$44.0K
Atlantic Edge Private Wealth Management, LLC516
0.0% of portfolio›$43.6K
EverSource Wealth Advisors, LLC504
0.0% of portfolio›$42.5K
Key Capital Management, Inc504
0.0% of portfolio›$42.5K
High Point Wealth Management, LLC500
0.0% of portfolio›$42.2K
Loring Wolcott & Coolidge Fiduciary Advisors LLP499
0.0% of portfolio›$42.1K
Angeles Wealth Management, LLC463
0.0% of portfolio›$39.1K
Tompkins Financial Corp456
0.0% of portfolio›$38.5K
Transce3nd, LLC436
0.0% of portfolio›$36.5K
Fairway Wealth LLC434
0.0% of portfolio›$36.7K
Foresight Capital Management Advisors, Inc.425
0.0% of portfolio›$35.9K
Hazlett, Burt & Watson, Inc.407
0.0% of portfolio›$8.0K
DiNuzzo Private Wealth, Inc.405
0.0% of portfolio›$34.2K
Gen-Wealth Partners Inc395
0.0% of portfolio›$33.3K
Daytona Street Capital LLC393
0.0% of portfolio›$33.1K
Friedenthal Financial391
0.0% of portfolio›$33.0K
Glass Jacobson Investment Advisors llc370
0.0% of portfolio›$31.3K
Murphy & Mullick Capital Management Corp369
0.0% of portfolio›$31.2K
Sunrise Financial Services, LLC350
0.0% of portfolio›$29.5K
Nfsg Corp334
0.0% of portfolio›$28.2K
TD Waterhouse Canada Inc.309
0.0% of portfolio›$25.8K
Trust Co308
0.0% of portfolio›$26.0K
Security National Bank300
0.0% of portfolio›$25.3K
Tsfg, LLC279
0.0% of portfolio›$24
Pacifica Partners Inc.278
0.0% of portfolio›$23.2K
Marquette Asset Management, LLC264
0.0% of portfolio›$22.3K
Blue Trust, Inc.257
0.0% of portfolio›$21.7K
Nemes Rush Group LLC256
0.0% of portfolio›$21.6K
Wagner Wealth Management, LLC214
0.0% of portfolio›$18.1K
Thompson Investment Management, Inc.211
0.0% of portfolio›$17.8K
Rosenberg Matthew Hamilton202
0.0% of portfolio›$17.1K
Lodestone Wealth Management LLC200
0.0% of portfolio›$16.9K
Downshift Financial, LLC194
0.0% of portfolio›$16.4K
Pension & Wealth Management Advisors, Inc.167
0.0% of portfolio›$14.2K
Heritage Family Offices, LLP162
0.0% of portfolio›$13.7K
Financial Perspectives, Inc162
0.0% of portfolio›$13.7K
Eastern Bank160
0.0% of portfolio›$13.5K
Monetary Solutions, Ltd157
0.0% of portfolio›$13.3K
First Pacific Financial157
0.0% of portfolio›$13.3K
Cherry Tree Wealth Management, LLC153
0.0% of portfolio›$12.9K
Newton One Investments LLC153
0.0% of portfolio›$12.9K
Tounjian Advisory Partners, LLC147
0.0% of portfolio›$12.4K
Putney Financial Group LLC146
0.0% of portfolio›$12.3K
Avion Wealth143
0.0% of portfolio›$12.0K
Elevated Capital Advisors, LLC143
0.0% of portfolio›$12.1K
CX Institutional130
0.0% of portfolio›$11
Buck Wealth Strategies, LLC128
0.0% of portfolio›$10.8K
Vima LLC124
0.0% of portfolio›$10.5K
Dorato Capital Management120
0.0% of portfolio›$10.0K
Brown, Lisle Ings, Inc.119
0.0% of portfolio›$10.0K
Washington Trust Advisors, Inc.117
0.0% of portfolio›$9.9K
Hilton Head Capital Partners, LLC102
0.0% of portfolio›$8.6K
Arlington Trust Co LLC100
0.0% of portfolio›$8.4K
United Financial Planning Group LLC95
0.0% of portfolio›$8.0K
Nova Financial LLC92
0.0% of portfolio›$7.8K
James T. Borello RIA92
0.0% of portfolio›$7.8K
Provenance Wealth Advisors, LLC87
0.0% of portfolio›$7.3K
Versant Capital Management, Inc87
0.0% of portfolio›$7.3K
Roxbury Financial LLC80
0.0% of portfolio›$6.8K
Essential Investment Partners LLC80
0.0% of portfolio›$6.8K
Smallwood Wealth Investment Management, LLC76
0.0% of portfolio›$6.4K
Citizens National Bank Trust Department75
0.0% of portfolio›$6.3K
Piscataqua Savings Bank75
0.0% of portfolio›$6.3K
Pinnacle Bancorp, Inc.74
0.0% of portfolio›$6.2K
Covestor Ltd70
0.0% of portfolio›$6
Richards, Merrill & Peterson, Inc.68
0.0% of portfolio›$5.7K
Cape Investment Advisory, Inc.66
0.0% of portfolio›$5.6K
JFS Wealth Advisors, LLC65
0.0% of portfolio›$5.5K
First Community Trust NA62
0.0% of portfolio›$5.2K
Concord Wealth Partners61
0.0% of portfolio›$5.2K
Yankcom Partnership58
0.0% of portfolio›$4.9K
Valley National Advisers Inc54
0.0% of portfolio›$4.6K
Oakworth Capital, Inc.54
0.0% of portfolio›$4.6K
Hickory Point Bank & Trust53
0.0% of portfolio›$4.5K
EPG Wealth Management LLC46
0.0% of portfolio›$3.9K
MassMutual Private Wealth & Trust, FSB44
0.0% of portfolio›$3.7K
Trust Co of Toledo NA44
0.0% of portfolio›$3.7K
Dhjj Financial Advisors, Ltd.40
0.0% of portfolio›$3.4K
IMG Wealth Management, Inc.40
0.0% of portfolio›$3.4K
Gleason Group, Inc.36
0.0% of portfolio›$3.0K
Burk Holdings LLC28
0.0% of portfolio›$2.4K
IFS Advisors, LLC27
0.0% of portfolio›$2.3K
SYM Financial Corp25
0.0% of portfolio›$2.1K
Markowski Investments22
0.0% of portfolio›$1.9K
MJT & Associates Financial Advisory Group, Inc.19
0.0% of portfolio›$1.6K
Wealth Enhancement Trust Services, Inc.15
0.0% of portfolio›$1.3K
Powell Investment Advisors, LLC13
0.0% of portfolio›$1.1K
Lloyd Advisory Services, Llc.13
0.0% of portfolio›$1.1K
Register Financial Advisors LLC8
0.0% of portfolio›$675
Planning Strategies Inc.8
0.0% of portfolio›$675
Sfam, LLC8
0.0% of portfolio›$675
Ascentis Independent Advisors5
0.0% of portfolio›$422
Kingdom Financial Group Llc.2
0.0% of portfolio›$127
TD Private Client Wealth LLC1
0.0% of portfolio›$105
StyleTurnoverLocationFiled
Cassaday & Co Wealth Management LLC
5,144,437$434.3M7.7%ETFVery LowMclean, VA2026-10-27
Creative Planning
3,706,703$312.9M0.2%IndexVery LowOverland Park, KS2026-11-02
Wilmington Savings Fund Society, FSB
895,976$75.6M1.7%CoreLowWilmington, DE2026-10-23
Modera Wealth Management, LLC
867,762$73.3M0.8%ETFVery LowWestwood, NJ2026-10-28
Financial Advisory Corp
548,417$46.3M5.9%ETFVery LowGrand Rapids, MI2026-10-14
Forvis Mazars Wealth Advisors, LLC
531,373$44.9M0.7%ETFVery LowSpringfield, MO2026-10-13
Wealthcare Advisory Partners LLC
451,654$38.1M0.6%ETFLowWest Chester, PA2026-10-21
Plancorp, LLC
395,271$32.7M0.7%ETFLowSaint Louis, MO2026-11-03
Bear Mountain Capital, Inc.
356,686$29.8M8.3%ETFLowSeattle, WA2026-11-04
Halbert Hargrove Global Advisors, LLC
355,367$30.0M1.3%ETFLowLong Beach, CA2026-10-16
Shakespeare Wealth Management, LLC
312,160$26.4M5.1%ETFMediumPewaukee, WI2026-10-28
Choreo, LLC
299,026$25.2M0.3%IndexLowRockford, IL2026-10-28
Mission Wealth Management, LP
269,897$22.8M0.4%ETFLowSanta Barbara, CA2026-10-15
First Citizens Bank & Trust Co
267,160$22.6M0.3%CoreMediumRaleigh, NC2026-10-14
Bryn Mawr Trust Advisors, LLC
264,430$22.3M1.0%CoreLowPhiladelphia, PA2026-11-04
FSM Wealth Advisors, LLC
257,914$21.5M2.2%ETFLowCleveland, OH2026-10-27
Commonwealth Equity Services, LLC
196,914$16.6M0.0%ETFLowWaltham, MA2026-11-02
Truist Financial Corp
196,639$16.6M0.0%CoreLowCharlotte, NC2026-10-30
Encompass Wealth Advisors, LLC
195,398$16.5M2.4%ETFVery LowPortland, OR2026-10-15
RTD Financial Advisors, Inc.
169,009$14.3M1.6%ETFLowPhiladelphia, PA2026-10-09
Wealth Architects, LLC
168,463$14.2M1.1%ETFVery LowMountain View, CA2026-11-03
Cambridge Investment Research Advisors, Inc.
165,943$14.0K0.0%ETFLowFairfield, IA2026-11-02
Klingman & Associates, LLC
154,941$13.1M0.5%ETFVery LowNew York, NY2026-10-20
Shoker Investment Counsel, Inc.
148,998$12.6M3.3%CoreVery LowOxford, OH2026-11-04
Omega Financial Group, LLC
142,015$12.0M3.7%ETFVery LowSanta Barbara, CA2026-10-29
Cullen T Bankers, Inc.
140,652$11.9M0.1%GrowthLowSan Antonio, TX2026-10-28
Sound Stewardship, LLC
140,536$11.9M4.8%ETFVery LowOverland Park, KS2026-10-14
Dorval Corp
133,447$11.3M3.2%ETFLowMaple Grove, MN2026-10-29
Brighton Jones LLC
121,149$10.2M0.2%CoreVery LowSeattle, WA2026-11-03
Fonville Wealth Management LLC
120,443$10.2M1.5%ETFVery LowRichmond, VA2026-10-28
Charles Schwab Trust Co
113,421$9.6M0.6%ETFLowHenderson, NV2026-10-15
Ifrah Financial Services, Inc.
111,229$9.4M2.4%ETFLowLittle Rock, AR2026-10-13
LTG Capital LLC
107,934$9.1M6.2%ETFLowFramingham, MA2026-11-04
Sachem Hill LLC
105,710$8.9M1.6%ETFVery LowDenver, CO2026-10-14
Wealth Enhancement Advisory Services, LLC
105,643$8.8M0.0%CoreLowPlymouth, MN2026-10-13
Ocean Park Asset Management, LLC
105,074$8.9M0.5%ETFLowSanta Monica, CA2026-10-21
Arvest Investments, Inc.
99,253$8.4M1.0%ETFLowLowell, AR2026-10-21
IFG Advisors, LLC
94,816$8.0M1.1%ETFVery LowSt. Louis, MO2026-10-15
Bank of Stockton
88,478$7.5M2.2%CoreLowStockton, CA2026-10-20
Beam Wealth Advisors, Inc.
85,705$7.2M1.6%ETFMediumCovington, LA2026-11-03
Oppenheimer Asset Management Inc.
81,368$6.9M0.1%CoreMediumNew York, NY2026-10-27
Blueline Advisors LLC
80,568$6.8M4.8%ETFLowExeter, NH2026-10-15
Cornerstone Management, Inc.
80,165$6.8M1.0%ETFVery LowDuluth, GA2026-10-16
Parkside Financial Bank & Trust
75,135$6.3M0.4%CoreVery LowSaint Louis, MO2026-10-27
My Personal CFO, LLC
74,863$6.3M2.3%ETFHighVancouver, WA2026-10-14
Washington Trust Bank
72,157$6.1M0.4%CoreLowSpokane, WA2026-11-03
HUB Investment Partners, LLC
65,685$5.5M0.1%GrowthLowAustin, TX2026-11-03
Assetmark, Inc
64,859$5.5M0.0%ETFLowConcord, CA2026-10-21
Vise Technologies, Inc.
64,329$5.4M0.0%IndexLowNew York, NY2026-10-29
MSH Capital Advisors LLC
64,152$5.4M0.8%CoreLowScottsdale, AZ2026-11-03
Shore Point Advisors, LLC
63,709$5.4M1.7%ETFLowBrielle, NJ2026-10-14
Auto-Owners Insurance Co
57,700$4.9M0.2%ETFVery LowLansing, MI2026-10-15
Endowment Wealth Management, Inc.
54,725$4.6M1.6%ETFMediumAppleton, WI2026-11-03
Cooke Wealth Management, LLC
54,594$4.6M3.9%ETFVery LowIrvine, CA2026-10-13
Goldstein Advisors, LLC
51,592$4.4M0.4%ETFMediumMadison, WI2026-10-15
Park Avenue Securities LLC
51,397$4.3K0.0%ETFMediumNew York, NY2026-10-26
NBT Bank, N.A.
48,793$4.1M0.3%CoreLowNorwich, NY2026-10-21
IFP Advisors, Inc
46,478$3.9M0.1%GrowthLowTampa, FL2026-10-16
Waldron Private Wealth LLC
45,703$3.9M0.1%ETFVery LowBridgeville, PA2026-11-02
Investors Research Corp
44,612$3.8M0.7%ETFLowAtlanta, GA2026-10-07
Aspiriant, LLC
44,296$3.7M0.1%ETFVery LowLos Angeles, CA2026-10-16
James J. Burns & Company, LLC
44,280$3.7M0.4%ETFVery LowMelville, NY2026-10-22
Concurrent Investment Advisors, LLC
43,010$3.6M0.0%GrowthMediumTampa, FL2026-10-16
Sterling Capital Management LLC
42,948$3.6M0.1%GARPMediumCharlotte, NC2026-10-22
Narus Financial Partners, LLC
42,493$3.6M1.0%ValueLowSalt Lake City, UT2026-10-19
Creekside Partners
41,915$3.5M1.3%ETFVery LowPetaluma, CA2026-11-04
Eagle Strategies LLC
40,069$3.4M0.3%ETFLowNew York, NY2026-10-16
Foundation Wealth Management, LLC
40,069$3.4M1.8%ETFLowClayton, MO2026-10-22
Pinnacle Associates LTD
39,453$3.3M0.0%CoreLowNew York, NY2026-10-20
Kestra Advisory Services, LLC
38,913$3.3M0.0%CoreLowAustin, TX2026-11-02
Partnership Wealth Management, LLC
37,620$3.2M2.3%CoreLowTowson, MD2026-10-05
Lido Advisors, LLC
37,592$3.2M0.0%GrowthLowLos Angeles, CA2026-11-04
SAX Wealth Advisors, LLC
35,933$3.0M0.1%ETFVery LowParsippany, NJ2026-10-13
Sowell Financial Services LLC
35,701$3.0M0.1%CoreLowNorth Little Rock, AR2026-10-23
Pinnacle Wealth Management Advisory Group, LLC
35,598$3.0M0.2%GrowthLowRed Bank, NJ2026-10-23
Probity Advisors, Inc.
35,411$3.0M0.4%ETFLowDallas, TX2026-10-23
LexAurum Advisors, LLC
35,188$3.0M0.3%ETFLowOverland Park, KS2026-10-19
Abacus Planning Group, Inc.
35,043$3.0M0.4%ETFLowColumbia, SC2026-11-02
D.A. Davidson & Co.
34,662$2.9M0.0%CoreLowGreat Falls, MT2026-10-28
BIP Wealth, LLC
34,635$2.9M0.1%ETFMediumAtlanta, GA2026-10-22
Reston Wealth Management LLC
34,213$2.9M0.8%ETFLowReston, VA2026-10-29
Noble Family Wealth, LLC
33,976$2.9M0.5%ETFVery LowClearwater, FL2026-10-26
Breakwater Capital Group
33,898$2.9M0.3%ETFLowParamus, NJ2026-10-09
Sincerus Advisory, LLC
32,247$2.7M1.8%ETFVery LowNew York, NY2026-10-09
Coyle Financial Counsel LLC
31,881$2.7M0.5%ETFVery LowGlenview, IL2026-10-28
Nicholas Hoffman & Company, Llc.
31,845$2.7M0.1%ETFVery LowAtlanta, GA2026-10-30
Acropolis Investment Management, LLC
31,810$2.7M0.1%ETFLowSt. Louis, MO2026-10-08
Apella Capital, LLC
31,752$2.7M0.0%ETFVery LowWest Hartford, CT2026-10-08
Allspring Global Investments Holdings, LLC
31,677$2.6M0.0%CoreMediumCharlotte, NC2026-11-04
NTV Asset Management LLC
31,550$2.7M0.2%GrowthLowCharleston, WV2026-10-23
Canopy Partners, LLC
30,908$2.6M0.8%GrowthLowCincinnati, OH2026-10-28
Droms Strauss Advisors Inc
30,802$2.6M0.6%ETFLowSt. Louis, MO2026-11-03
Citizens Financial Group Inc
30,008$2.5M0.0%GrowthLowProvidence, RI2026-10-23
Elmwood Wealth Management, Inc.
29,707$2.5M0.6%ETFLowBerkeley, CA2026-10-14
Foundation Wealth Management, Llc\pa
29,695$2.5M0.8%ETFLowMedia, PA2026-10-14
Prosperity Planning, Inc.
29,606$2.5M0.6%ETFVery LowNorth Kansas City, MO2026-10-09
Avior Wealth Management, LLC
28,591$2.4M0.1%ETFMediumOmaha, NE2026-10-13
Davenport & Co LLC
28,224$2.4M0.0%CoreMediumRichmond, VA2026-10-14
American Financial & TAX Strategies Inc
26,836$2.3M1.0%ETFVery LowNew York, NY2026-10-16
Aire Advisors, LLC
26,745$2.3M0.4%ETFVery LowBeverly Hills, CA2026-10-22
Farther Finance Advisors, LLC
24,901$2.1M0.0%IndexLowSan Francisco, CA2026-10-08
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
24,775$2.1M0.0%GrowthVery LowSeattle, WA2026-10-27
Simon Quick Advisors, LLC
23,820$2.0M0.1%ETFLowMorristown, NJ2026-10-26
Frontier Asset Management, LLC
23,764$2.0M0.4%ETFLowSheridan, WY2026-10-28
Strategic Family Wealth Counselors, L.L.C.
23,024$1.9M0.5%ETFVery LowFairfield, NJ2026-10-29
Kestra Private Wealth Services, LLC
22,380$1.9M0.0%GrowthLowAustin, TX2026-10-30
Fifth Third Wealth Advisors LLC
22,245$1.9M0.0%IndexVery LowCincinnati, OH2026-10-22
Midwest Trust Co
21,157$1.8M0.0%CoreLowOverland Park, KS2026-10-22
Trust Co of the South
21,035$1.8M0.2%ETFLowGreensboro, NC2026-10-21
Evanson Financial, LLC
20,861$1.8M0.1%ETFN/AMclean, VA2026-10-23
Intergy Private Wealth, LLC
19,656$1.7M0.4%ETFVery LowColorado Springs, CO2026-10-16
Birch Financial Group, LLC
19,469$1.6M0.8%CoreLowKeene, NH2026-10-27
Lee Financial Co
19,245$1.6M0.2%ETFVery LowDallas, TX2026-10-16
Perigon Wealth Management, LLC
19,181$1.6M0.0%GrowthLowSan Francisco, CA2026-10-22
Parallel Advisors, LLC
19,114$1.6M0.0%IndexLowSan Francisco, CA2026-11-03
GEM Asset Management, LLC
17,705$1.5M0.6%ETFLowPlymouth, MI2026-10-13
Guidance Point Advisors, LLC
17,641$1.5M0.3%ETFVery LowWellesley, MA2026-10-15
Quadrant Capital Group LLC
17,526$1.5M0.0%CoreLowCincinnati, OH2026-10-20
SteelPeak Wealth, LLC
17,069$1.4M0.0%GrowthHighWoodland Hills, CA2026-10-16
Ferguson Wellman Capital Management, Inc
16,728$1.4M0.0%CoreLowPortland, OR2026-10-05
Harbor Investment Advisory, LLC
16,721$1.4M0.1%GrowthLowLutherville, MD2026-10-13
Squire Investment Management Company, LLC
16,700$1.4M0.3%ETFVery LowOrem, UT2026-11-03
Sterling Financial Planning, Inc.
16,070$1.4M0.4%ETFVery LowSparta, NJ2026-10-28
Monument Group Wealth Advisors, LLC
15,758$1.3M0.6%ETFHighConcord, MA2026-10-21
BayBridge Capital Group, LLC
15,298$1.3M0.7%GARPMediumLivermore, CA2026-10-13
Great Point Wealth Advisors, LLC
15,052$1.3M0.2%ETFVery LowBoston, MA2026-10-15
Magnus Financial Group LLC
15,019$1.3M0.1%ETFLowNew York, NY2026-10-21
Wealthcare Capital Management LLC
14,975$1.3M0.1%ETFVery LowRichmond, VA2026-10-21
Walkner Condon Financial Advisors LLC
14,734$1.2M0.1%ETFLowVerona, WI2026-11-02
Berkeley, Inc
14,218$1.2M0.4%CoreLowBoise, ID2026-10-20
Avidian Wealth Enterprises, LLC
14,016$1.2M0.0%ETFLowHouston, TX2026-10-08
Kelly Financial Group LLC
13,992$1.2M0.3%ETFLowWethersfield, CT2026-10-16
Aletheian Wealth Advisors LLC
13,908$1.2M0.5%ETFVery LowBellevue, WA2026-10-08
Wealthcare Capital Partners, LLC
13,820$1.2M0.5%ETFLowWest Chester, PA2026-10-21
Petersen Hastings Wealth Advisors Inc.
13,491$1.1M0.1%ETFLowKennewick, WA2026-10-27
Wedmont Private Capital
13,273$1.1M0.0%IndexVery LowWest Chester, PA2026-10-09
Bokf, NA
13,245$1.1M0.0%CoreLowTulsa, OK2026-10-27
Physician Wealth Advisors, Inc.
12,479$1.1M0.1%ETFMediumMidvale, UT2026-10-20
Interchange Capital Partners, LLC
12,357$1.0M0.2%GrowthLowPittsburgh, PA2026-10-28
Ashton Thomas Private Wealth, LLC
11,691$987.0K0.0%CoreMediumScottsdale, AZ2026-11-03
HB Wealth Management, LLC
11,479$969.1K0.0%IndexVery LowAtlanta, GA2026-10-23
Busey Bank
11,423$964.3K0.0%GrowthVery LowUrbana, IL2026-10-26
Signature Estate & Investment Advisors LLC
11,173$943.2K0.0%ETFMediumLos Angeles, CA2026-10-13
Glenview Trust Co
11,058$933.5K0.0%GrowthVery LowLouisville, KY2026-10-28
Independence Bank of Kentucky
10,807$912.3K0.1%GrowthLowOwensboro, KY2026-10-26
Family Wealth Partners, LLC
10,799$911.6K0.3%ETFLowMatthews, NC2026-10-20
Alpha Omega Wealth Management LLC
10,412$879.0K0.1%ValueLowRichmond, VA2026-10-23
Mather Group, Llc.
10,411$878.9K0.0%ETFMediumChicago, IL2026-10-14
Oppenheimer & Co Inc
10,291$868.8K0.0%CoreLowNew York, NY2026-10-26
21 West Wealth Management LLC
9,929$838.2K0.7%ETFLowTustin, CA2026-10-13
St. Louis Trust Co
9,680$817.2K0.1%ETFVery LowSaint Louis, MO2026-11-03
Elyxium Wealth, LLC
9,654$815.0K0.1%GrowthVery LowBeverly Hills, CA2026-10-27
Donor Advised Charitable Giving, Inc.
9,273$782.8K0.0%Agg GrowthVery LowLone Tree, CO2026-10-28
RF&L Wealth Management, LLC
9,250$780.9K0.5%ETFVery LowActon, MA2026-10-20
LAM Group, Inc.
9,155$772.9K0.4%ETFVery LowLake Oswego, OR2026-10-26
Financial Synergies Wealth Advisors, Inc.
9,138$771.4K0.1%ETFVery LowHouston, TX2026-10-16
Dala Group, LLC
8,990$758.9K0.6%ETFMediumHoffman Estates, IL2026-10-29
Asset Dedication, LLC
8,987$758.7K0.0%ETFLowSan Francisco, CA2026-11-03
Harbor Group, Inc.
8,847$746.9K0.1%ETFVery LowBedford, NH2026-10-14
Global View Capital Management LLC
8,779$741.1K0.2%ETFHighWaukesha, WI2026-10-28
Forum Financial Management, LP
8,727$736.7K0.0%ETFLowLombard, IL2026-10-16
First Horizon Corp
8,454$713.7K0.0%CoreLowMemphis, TN2026-10-26
William Howard & Co Financial Advisors Inc
8,446$713.0K0.6%ETFVery LowMemphis, TN2026-11-04
Advisory Solutions Group, LLC
8,372$706.8K0.1%ETFN/APlymouth, MN2026-10-14
Procyon Advisors, LLC
8,153$688.3K0.0%CoreVery LowShelton, CT2026-10-21
DMC Group, LLC
8,105$684.2K0.5%CoreMediumBirmingham, AL2026-10-26
Johnson Financial Group, LLC
8,063$680.7K0.0%ETFLowDenver, CO2026-11-03
Brucke Financial, Inc.
7,969$672.7K0.3%GrowthMediumIndianapolis, IN2026-10-23
Cutler Investment Counsel LLC
7,788$657.5K0.1%CoreLowJacksonville, OR2026-10-28
McAdam, LLC
7,771$656.1K0.0%ETFLowPhiladelphia, PA2026-10-21
Redw Wealth LLC
7,757$654.8K0.2%ETFLowAlbuquerque, NM2026-11-02
Gladwyn Financial Advisors, Inc.
7,579$639.8K0.4%ETFVery LowChantilly, VA2026-10-05
Strategic Blueprint, LLC
7,560$638.2K0.0%ETFLowAtlanta, GA2026-10-22
Financial Harvest, LLC
7,547$637.1K0.3%ETFVery LowWinter Park, FL2026-10-15
Ascent Group, LLC
7,278$614.4K0.0%CoreLowVirginia Beach, VA2026-10-30
Rebalance, LLC
7,205$608.2K0.0%ETFVery LowPalo Alto, CA2026-10-22
Moisand Fitzgerald Tamayo, LLC
6,981$589.4K0.1%ETFVery LowOrlando, FL2026-10-15
Morton Capital Management LLC
6,973$588.6K0.1%ETFVery LowCalabasas, CA2026-10-23
GFS Advisors, LLC
6,906$583.0K0.1%CoreLowHouston, TX2026-11-03
Tranquility Partners, LLC
6,837$577.2K0.2%CoreLowBrentwood, TN2026-10-20
Lake Street Private Wealth, LLC
6,778$572.2K0.1%GrowthLowChicago, IL2026-10-22
Courage Miller Partners, LLC
6,739$568.9K0.2%ETFVery LowNorfolk, VA2026-10-21
Williams & Novak Wealth Management, LLC
6,728$568.0K0.3%ETFMediumWestlake Village, CA2026-10-09
May Hill Capital, LLC
6,583$555.8K0.1%ETFLowCohasset, MA2026-11-03
Retirement Planning Group, LLC
6,528$551.1K0.0%ETFVery LowLeawood, KS2026-10-19
Robertson Stephens Wealth Management, LLC
6,516$550.1K0.0%ETFMediumSan Francisco, CA2026-10-16
Pinnacle Wealth Planning Services, Inc.
6,422$542.1K0.1%GARPLowMansfield, OH2026-10-27
Brickley Wealth Management
6,144$518.7K0.1%ETFVery LowSan Mateo, CA2026-11-04
Samalin Investment Counsel, LLC
5,987$505.4K0.2%YieldMediumChappaqua, NY2026-10-23
Independent Financial Group, LLC
5,874$495.9K0.0%GrowthLowSan Diego, CA2026-10-13
Phillip James Consulting Co.
5,707$481.8K0.3%ETFVery HighPlymouth, MN2026-11-03
Simplicity Wealth,LLC
5,639$476.0K0.0%ETFLowSummit, NJ2026-10-23
Braun-Bostich & Associates Inc.
5,558$469.2K0.3%ETFMediumCanonsburg, PA2026-10-20
Integrated Advisors Network LLC
5,532$467.0K0.0%GrowthMediumDallas, TX2026-10-20
Richard P Slaughter Associates Inc
5,530$466.8K0.1%ETFMediumAustin, TX2026-10-13
Michael Brady & Co., LLC
5,449$460.0K0.4%ETFLowWestlake, OH2026-10-23
Montecito Bank & Trust
5,436$458.9K0.1%GrowthVery LowSanta Barbara, CA2026-10-01
Discipline Wealth Solutions, LLC
5,414$457.0K0.0%ETFLowGreenville, SC2026-10-14
Prospera Financial Services Inc
5,386$446.0K0.0%CoreMediumDallas, TX2026-11-04
Cornerstone Wealth Advisors, Inc.
5,280$445.7K0.1%ETFLowEdina, MN2026-10-16
Keybank National Association
5,185$437.7K0.0%CoreLowBrooklyn, OH2026-11-04
ARK & TLK Investments, LLC
5,069$427.9K0.1%ETFLowOklahoma City, OK2026-10-20
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
4,971$419.7K0.3%ETFVery LowLynchburg, VA2026-10-27
Compass Ion Advisors, LLC
4,953$418.2K0.0%ETFVery LowConshohocken, PA2026-10-23
Uptick Partners, LLC
4,844$408.9K0.1%ETFLowNacogdoches, TX2026-11-04
KFA Private Wealth Group, LLC
4,691$396.0K0.1%ETFLowTysons, VA2026-10-07
Biltmore Family Office, LLC
4,665$393.8K0.1%GrowthLowCharlotte, NC2026-11-03
Citigroup Inc
4,580$386.6K0.0%CoreMediumNew York, NY2026-11-04
Crescent Grove Advisors, LLC
4,568$385.6K0.0%ETFLowLake Forest, IL2026-10-21
LongView Wealth Management
4,535$382.8K0.1%ETFLowAtlanta, GA2026-10-19
Winnacle Wealth LLC
4,465$377.0K0.2%CoreMediumWaco, TX2026-10-15
Factor Wealth Management LTD
4,443$375.1K0.1%ETFLowChicago, IL2026-10-08
Fiduciary Advisors, Inc.
4,421$373.2K0.3%ETFLowSt. Louis, MO2026-10-16
Wedbush Securities Inc
4,410$3720.0%CoreLowPasadena, CA2026-10-22
Galvin, Gaustad & Stein, LLC
4,395$371.0K0.0%CoreMediumScottsdale, AZ2026-10-08
Embree Financial Group
4,372$369.1K0.0%ETFLowChicago, IL2026-10-22
Collective Family Office LLC
4,264$360.0K0.1%ETFLowYork, PA2026-10-05
Rockingstone Advisors LLC
4,245$358.4K0.1%GrowthLowGreat Barrington, MA2026-10-16
Belleair Asset Management, LLC
4,203$354.8K0.3%ETFVery LowBelleair Bluffs, FL2026-11-03
Mullaney, Keating & Wright, Inc.
4,192$353.9K0.2%GrowthVery LowMiddletown, CT2026-10-19
Valeo Financial Advisors, LLC
4,161$351.3K0.0%ETFLowCarmel, IN2026-10-08
Vannoy Advisory Group, Inc.
4,086$344.9K0.2%ETFVery LowAustin, TX2026-10-13
Armstrong, Fleming & Moore, Inc
4,037$340.8K0.1%GrowthVery LowWashington, DC2026-10-28
Latitude Advisors, LLC
3,980$336.0K0.1%ETFLowYorkville, IL2026-10-27
Eagle Rock Investment Company, LLC
3,958$334.1K0.0%CoreLowAtlanta, GA2026-10-21
Guidance Capital, Inc
3,906$325.6K0.1%ETFMediumLousville, KY2026-11-03
RFG Advisory, LLC
3,869$326.6K0.0%ETFMediumBirmingham, AL2026-11-03
Upper Left Wealth Management, LLC
3,847$324.8K0.2%ETFMediumTampa, FL2026-10-14
MFA Wealth Services
3,801$320.9K0.2%ETFLowThousand Oaks, CA2026-10-14
Truefg, LLC
3,771$318.3K0.1%ETFVery LowCedar Park, TX2026-10-15
Sigma Investment Counselors Inc
3,685$311.1K0.0%ETFLowNorthville, MI2026-10-27
Stevens Capital Partners
3,678$310.5K0.1%ETFVery LowOmaha, NE2026-10-29
Meridian Financial Advisors, LLC
3,675$310.3K0.1%ETFVery LowHolliston, MA2026-10-14
Dynamic Financial Group
3,595$303.5K0.2%ETFLowCedar Falls, IA2026-10-28
Canandaigua National Bank & Trust Co
3,584$302.6K0.0%CoreVery LowCanandaigua, NY2026-10-07
First Interstate Bank
3,536$298.5K0.0%ETFLowBillings, MT2026-10-23
Key FInancial Inc
3,504$295.8K0.0%ETFLowWest Chester, PA2026-11-02
Lpwm LLC
3,481$293.9K0.1%ETFMediumMinneapolis, MN2026-10-20
rebel Financial LLC
3,459$292.0K0.1%N/AVery LowGroveport, OH2026-11-04
Diversify Wealth Management, LLC
3,446$286.7K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
3,446$286.7K0.0%GrowthLowSandy, UT2026-10-20
Stone Summit Wealth LLC
3,446$290.9K0.1%ETFLowMiami, FL2026-10-14
Root Financial Partners, LLC
3,445$290.9K0.0%ETFMediumEncinitas, CA2026-10-21
Willow Creek Wealth Management Inc.
3,429$289.5K0.0%ETFVery LowSebastopol, CA2026-10-26
Columbus Macro, LLC
3,426$289.3K0.0%YieldMediumNew Castle, PA2026-10-14
Fee-Only Financial Planning, L.C.
3,350$282.8K0.2%ETFVery LowOkatie, SC2026-10-23
Davidson Trust Co
3,335$281.5K0.1%CoreLowSeattle, WA2026-10-09
Sentinel Advisory Group, LLC
3,307$279.2K0.1%ETFVery LowMiddleton, WI2026-10-20
Trust Co of Vermont
3,233$272.9K0.0%CoreVery LowBrattleboro, VT2026-10-21
Granite Islands Private Wealth, LLC
3,225$272.2K0.2%GrowthLowGuilford, CT2026-10-16
Segment Wealth Management, LLC
3,170$267.6K0.0%CoreLowHouston, TX2026-10-26
Bestgate Wealth Advisors, LLC
3,126$263.9K0.2%ETFLowFrederick, MD2026-10-13
CoreCap Advisors, LLC
3,070$259.2K0.0%ETFMediumSouthfield, MI2026-10-08
Foster Victor Wealth Advisors, LLC
3,054$253.7K0.0%CoreMediumGreenville, SC2026-10-21
Aurelius Family Office LLC
3,049$257.4K0.1%ETFVery LowBedford, NH2026-10-23
Facet Wealth, Inc.
3,018$254.8K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Colorado Capital Management, Inc.
3,017$2550.0%ETFVery LowBoulder, CO2026-10-15
Aspect Partners, LLC
2,993$252.7K0.1%ETFMediumFairfax, VA2026-10-20
Heck Capital Advisors, LLC
2,960$249.9K0.0%ETFMediumRhinelander, WI2026-10-14
Prospera Capital Management, LLC
2,959$249.8K0.1%ETFVery LowGilbert, AZ2026-10-19
Sigma Planning Corp
2,932$244.8K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Michels Family Financial, LLC
2,866$242.0K0.1%ETFLowFort Worth, TX2026-11-02
GHP Investment Advisors, Inc.
2,850$240.6K0.0%CoreVery LowDenver, CO2026-10-15
Maltin Wealth Management, Inc.
2,747$231.9K0.1%ETFMediumRidgewood, NJ2026-10-13
Montis Financial, LLC
2,659$224.5K0.0%ETFLowWaltham, MA2026-11-04
SJS Investment Consulting Inc.
2,638$222.7K0.0%ETFVery LowSylvania, OH2026-10-26
Greenleaf Trust
2,632$222.2K0.0%CoreLowKalamazoo, MI2026-10-29
One Way Holdings LLC
2,619$221.1K0.0%CoreMediumFlower Mound, TX2026-10-29
AdvisorNet Financial, Inc
2,618$217.8K0.0%ETFLowMinnetonka, MN2026-10-15
Lynx Investment Advisory
2,602$219.7K0.1%ETFLowWashington, Dc, DC2026-10-27
Canandaigua National Trust Co of Florida
2,550$215.3K0.1%CoreLowCanandaigua, NY2026-10-07
Fingerlakes Wealth Management, Inc.
2,523$213.0K0.1%ETFVery LowIthaca, NY2026-11-04
Gemmer Asset Management LLC
2,468$208.3K0.0%ETFLowWalnut Creek, CA2026-10-16
Dynamic Advisor Solutions LLC
2,401$202.7K0.0%ETFLowPhoenix, AZ2026-10-13
Princeton Global Asset Management LLC
2,399$202.5K0.0%GrowthLowPrinceton, NJ2026-10-21
Phillips Financial Management, LLC
2,334$197.0K0.0%ETFVery LowFort Wayne, IN2026-10-19
William Mack & Associates, Inc.
2,050$173.1K0.1%ETFLowTroy, MI2026-10-27
AlphaCore Capital LLC
1,945$164.2K0.0%ETFLowLa Jolla, CA2026-11-04
Owl Creek Wealth Partners LLC
1,909$161.2K0.0%IndexLowGreenwood Village, CO2026-10-20
Golden State Wealth Management, LLC
1,900$160.4K0.0%ETFMediumSanta Ana, CA2026-11-02
City Holding Co
1,900$160.4K0.0%CoreLowCharleston, WV2026-10-19
Miller Global Investments, LLC
1,843$155.6K0.1%ValueMediumDallas, TX2026-10-02
Cdkv Holdings LLC
1,796$151.7K0.1%ETFMediumDenver, CO2026-10-28
TFC Financial Management, Inc.
1,771$149.5K0.0%ETFVery LowBoston, MA2026-10-26
Sage Mountain Advisors LLC
1,695$143.1K0.0%ETFLowAtlanta, GA2026-11-02
Wolff Wiese Magana LLC
1,638$138.3K0.1%GrowthLowCarslbad, CA2026-10-15
Highline Wealth Partners LLC
1,565$132.1K0.0%ETFMediumSherman Oaks, CA2026-10-19
Spire Wealth Management
1,507$127.2K0.0%GrowthMediumMclean, VA2026-10-30
Gamma Investing LLC
1,481$125.0K0.0%IndexVery LowFoster City, CA2026-10-08
Lanark Financial, Inc.
1,419$119.8K0.0%CoreMediumBirmingham, AL2026-10-26
Grove Bank & Trust
1,130$95.4K0.0%ETFLowMiami, FL2026-10-08
Burkett Financial Services, LLC
1,123$94.8K0.0%ETFLowRock Hill, SC2026-10-01
Private Trust Co NA
1,097$92.6K0.0%CoreLowCleveland, OH2026-10-20
Indiana Trust & Investment Management Co
1,089$91.9K0.0%GrowthLowMishawaka, IN2026-10-22
Westside Investment Management, Inc.
1,041$87.8K0.0%GrowthLowSanta Monica, CA2026-11-02
Creative Financial Designs Inc
1,002$84.6K0.0%ETFMediumKokomo, IN2026-11-04
Capital Investment Advisory Services, LLC
983$83.0K0.0%CoreMediumRaleigh, NC2026-10-30
Elevation Wealth Partners, LLC
976$82.4K0.0%ETFLowWalnut Creek, CA2026-10-07
Capital Advisors, Ltd. LLC
975$820.0%ETFLowShaker Heights, OH2026-10-27
Old Second National Bank of Aurora
922$77.8K0.0%CoreLowAurora, IL2026-10-22
UMB Private Wealth Management, LLC
889$75.0K0.1%GrowthN/AKansas City, MO2026-10-19
Clayton Financial Group LLC
865$73.0K0.0%ETFLowSt. Louis, MO2026-10-13
Compagnie Lombard Odier SCmA
856$72.3K0.0%GrowthMedium1204 Geneva, Switzerland2026-11-04
Bell Investment Advisors, Inc
852$71.9K0.0%ETFVery LowOrinda, CA2026-10-29
Elevate Wealth Advisory, Inc
838$70.7K0.0%ETFVery LowAthens, GA2026-10-29
Signaturefd, LLC
812$68.5K0.0%IndexLowAtlanta, GA2026-10-23
Maryland Capital Advisors Inc.
770$65.0K0.0%ETFVery LowChester, MD2026-10-15
Harbor Asset Planning, Inc.
764$64.4K0.0%ETFVery LowBelmont, MA2026-10-23
Montag A & Associates Inc
760$64.2K0.0%CoreLowAtlanta, GA2026-10-29
City State Bank
722$61.0K0.0%GrowthVery LowNorwalk, IA2026-10-20
High Note Wealth, LLC
720$60.8K0.0%ETFVery LowDeephaven, MN2026-10-27
Jnba Financial Advisors
700$59.1K0.0%ETFMediumBloomington, MN2026-11-03
Gables Capital Management Inc.
688$58.1K0.0%GrowthVery LowMiami, FL2026-11-04
MeadowBrook Investment Advisors LLC
663$55.0K0.0%CoreLowLivonia, MI2026-10-29
Cranbrook Wealth Management, LLC
623$52.6K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
Atwood & Palmer Inc
583$49.2K0.0%CoreVery LowKansas City, MO2026-10-08
Ashurst Perkins Coie Trust Co
568$48.0K0.0%CoreVery LowSeattle, WA2026-10-15
Rydar Equities, Inc.
559$46.7K0.0%CoreVery LowWeatherford, TX2026-10-13
Align Financial, LLC
534$45.1K0.0%ETFVery LowHermantown, MN2026-10-16
Tradewinds Capital Management, LLC
527$44.5K0.0%ETFVery HighBellingham, WA2026-10-23
American National Bank & Trust
521$44.0K0.0%CoreVery LowWichita Falls, TX2026-10-07
Atlantic Edge Private Wealth Management, LLC
516$43.6K0.0%CoreLowJacksonville, FL2026-10-20
EverSource Wealth Advisors, LLC
504$42.5K0.0%CoreMediumBirmingham, AL2026-11-04
Key Capital Management, Inc
504$42.5K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
High Point Wealth Management, LLC
500$42.2K0.0%ETFLowChester, NJ2026-11-05
Loring Wolcott & Coolidge Fiduciary Advisors LLP
499$42.1K0.0%GrowthVery LowBoston, MA2026-10-23
Angeles Wealth Management, LLC
463$39.1K0.0%ETFLowSanta Monica, CA2026-10-26
Tompkins Financial Corp
456$38.5K0.0%CoreLowIthaca, NY2026-10-05
Transce3nd, LLC
436$36.5K0.0%GrowthLowBuda, TX2026-10-26
Fairway Wealth LLC
434$36.7K0.0%ETFLowIndependence, OH2026-10-30
Foresight Capital Management Advisors, Inc.
425$35.9K0.0%CoreMediumSaline, MI2026-10-27
Hazlett, Burt & Watson, Inc.
407$8.0K0.0%CoreVery LowWheeling, WV2026-11-04
DiNuzzo Private Wealth, Inc.
405$34.2K0.0%ETFLowBeaver, PA2026-10-16
Gen-Wealth Partners Inc
395$33.3K0.0%CoreLowZeeland, MI2026-11-04
Daytona Street Capital LLC
393$33.1K0.0%Deep ValueMediumSaint Louis, MO2026-10-15
Friedenthal Financial
391$33.0K0.0%ETFHighMarlton, NJ2026-10-27
Glass Jacobson Investment Advisors llc
370$31.3K0.0%ETFLowOwings Mills, MD2026-10-26
Murphy & Mullick Capital Management Corp
369$31.2K0.0%GrowthLowSmithtown, NY2026-11-02
Sunrise Financial Services, LLC
350$29.5K0.0%ETFMediumBurien, WA2026-10-21
Nfsg Corp
334$28.2K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
TD Waterhouse Canada Inc.
309$25.8K0.0%CoreLowToronto, Australia2026-10-16
Trust Co
308$26.0K0.0%ETFVery LowManhattan, KS2026-10-09
Security National Bank
300$25.3K0.0%GrowthLowOmaha, NE2026-10-26
Tsfg, LLC
279$240.0%ETFLowLake Forest, IL2026-10-23
Pacifica Partners Inc.
278$23.2K0.0%CoreLowSurrey, South Africa2026-10-09
Marquette Asset Management, LLC
264$22.3K0.0%ETFVery LowMinneapolis, MN2026-10-09
Blue Trust, Inc.
257$21.7K0.0%ETFLowBrentwood, TN2026-10-15
Nemes Rush Group LLC
256$21.6K0.0%CoreVery LowNovi, MI2026-11-04
Wagner Wealth Management, LLC
214$18.1K0.0%ETFLowGreenville, SC2026-10-21
Thompson Investment Management, Inc.
211$17.8K0.0%ValueMediumMadison, WI2026-10-14
Rosenberg Matthew Hamilton
202$17.1K0.0%ETFVery LowGrand Junction, CO2026-10-05
Lodestone Wealth Management LLC
200$16.9K0.0%CoreLowSpokane, WA2026-10-14
Downshift Financial, LLC
194$16.4K0.0%ETFLowBoulder, CO2026-10-13
Pension & Wealth Management Advisors, Inc.
167$14.2K0.0%ETFLowWaltham, MA2026-10-16
Heritage Family Offices, LLP
162$13.7K0.0%GrowthHighScottsdale, AZ2026-11-02
Financial Perspectives, Inc
162$13.7K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Eastern Bank
160$13.5K0.0%GrowthMediumBoston, MA2026-10-05
Monetary Solutions, Ltd
157$13.3K0.0%ETFVery LowDayton, OH2026-10-22
First Pacific Financial
157$13.3K0.0%ETFLowVancouver, WA2026-10-14
Cherry Tree Wealth Management, LLC
153$12.9K0.0%ETFVery LowMinnetonka, MN2026-10-15
Newton One Investments LLC
153$12.9K0.0%ETFVery LowNewark, DE2026-10-14
Tounjian Advisory Partners, LLC
147$12.4K0.0%GrowthHighFort Myers, FL2026-11-04
Putney Financial Group LLC
146$12.3K0.0%GrowthLowSan Rafael, CA2026-10-30
Avion Wealth
143$12.0K0.0%ETFLowThe Woodlands, TX2026-11-04
Elevated Capital Advisors, LLC
143$12.1K0.0%ETFMediumSandy, UT2026-11-04
CX Institutional
130$110.0%CoreMediumAuburn, IN2026-10-02
Buck Wealth Strategies, LLC
128$10.8K0.0%ValueMediumDenver, CO2026-10-28
Vima LLC
124$10.5K0.0%CoreLowTroy, MI2026-10-23
Dorato Capital Management
120$10.0K0.0%ValueVery LowDenver, CO2026-10-08
Brown, Lisle Ings, Inc.
119$10.0K0.0%CoreVery LowProvidence, RI2026-10-16
Washington Trust Advisors, Inc.
117$9.9K0.0%GrowthLowWellesley, MA2026-10-22
Hilton Head Capital Partners, LLC
102$8.6K0.0%CoreMediumHilton Head Island, SC2026-10-23
Arlington Trust Co LLC
100$8.4K0.0%ETFMediumBirmingham, AL2026-10-20
United Financial Planning Group LLC
95$8.0K0.0%ETFHighHauppauge, NY2026-11-04
Nova Financial LLC
92$7.8K0.0%N/AN/ATucson, AZ2026-11-04
James T. Borello RIA
92$7.8K0.0%ETFVery LowEast Dundee, IL2026-10-16
Provenance Wealth Advisors, LLC
87$7.3K0.0%ETFLowFort Lauderdale, FL2026-10-30
Versant Capital Management, Inc
87$7.3K0.0%GARPLowPhoenix, AZ2026-10-02
Roxbury Financial LLC
80$6.8K0.0%CoreVery LowMount Arlington, NJ2026-10-01
Essential Investment Partners LLC
80$6.8K0.0%GrowthLowEnglewood, CO2026-10-27
Smallwood Wealth Investment Management, LLC
76$6.4K0.0%ETFVery LowRed Bank, NJ2026-10-30
Citizens National Bank Trust Department
75$6.3K0.0%CoreVery LowMeridian, MS2026-11-04
Piscataqua Savings Bank
75$6.3K0.0%CoreVery LowPortsmouth, NH2026-10-21
Pinnacle Bancorp, Inc.
74$6.2K0.0%CoreVery LowBeatrice, NE2026-10-21
Covestor Ltd
70$60.0%ValueHighLondon, United Kingdom2026-10-30
Richards, Merrill & Peterson, Inc.
68$5.7K0.0%GrowthLowSpokane, WA2026-10-19
Cape Investment Advisory, Inc.
66$5.6K0.0%ETFLowMcdonough, GA2026-10-13
JFS Wealth Advisors, LLC
65$5.5K0.0%ETFVery LowHermitage, PA2026-11-03
First Community Trust NA
62$5.2K0.0%GrowthLowDubuque, IA2026-10-07
Concord Wealth Partners
61$5.2K0.0%GrowthLowAbingdon, VA2026-11-02
Yankcom Partnership
58$4.9K0.0%CoreVery LowYankton, SD2026-10-15
Valley National Advisers Inc
54$4.6K0.0%ETFLowBethlehem, PA2026-10-23
Oakworth Capital, Inc.
54$4.6K0.0%ETFLowBirmingham, AL2026-10-26
Hickory Point Bank & Trust
53$4.5K0.0%CoreVery LowDecatur, IL2026-10-01
EPG Wealth Management LLC
46$3.9K0.0%GrowthLowAtlanta, GA2026-11-03
MassMutual Private Wealth & Trust, FSB
44$3.7K0.0%CoreLowSpringfield, MA2026-10-05
Trust Co of Toledo NA
44$3.7K0.0%GrowthVery LowHolland, OH2026-10-16
Dhjj Financial Advisors, Ltd.
40$3.4K0.0%ETFVery LowNaperville, IL2026-10-23
IMG Wealth Management, Inc.
40$3.4K0.0%ETFMediumJacksonville, FL2026-10-27
Gleason Group, Inc.
36$3.0K0.0%ETFVery LowProspect, KY2026-10-15
Burk Holdings LLC
28$2.4K0.0%ETFVery LowTulsa, OK2026-11-05
IFS Advisors, LLC
27$2.3K0.0%ETFLowOverland Park, KS2026-10-14
SYM Financial Corp
25$2.1K0.0%ETFVery LowWinona Lake, IN2026-10-26
Markowski Investments
22$1.9K0.0%ETFN/ATampa, FL2026-10-30
MJT & Associates Financial Advisory Group, Inc.
19$1.6K0.0%ETFLowMontevideo, MN2026-10-07
Wealth Enhancement Trust Services, Inc.
15$1.3K0.0%GrowthMediumSioux Falls, SD2026-10-07
Powell Investment Advisors, LLC
13$1.1K0.0%ETFVery LowMiami, FL2026-10-22
Lloyd Advisory Services, Llc.
13$1.1K0.0%ETFVery HighSuwanee, GA2026-11-02
Register Financial Advisors LLC
8$6750.0%GARPLowAtlanta, GA2026-10-23
Planning Strategies Inc.
8$6750.0%ETFN/ALancaster, PA2026-10-02
Sfam, LLC
8$6750.0%ETFVery LowElmhurst, IL2026-11-03
Ascentis Independent Advisors
5$4220.0%ETFLowDallas, TX2026-11-03
Kingdom Financial Group Llc.
2$1270.0%ETFMediumPeoria, AZ2026-11-04
TD Private Client Wealth LLC
1$1050.0%ETFLowNew York, NY2026-10-28