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CUSIP: 464288281 | NYSE | 2719 institutional holders

Quarters

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

Adventist Health System Sunbelt Healthcare Corp6,940,508
14.9% of portfolio›$630.5M
Japan Science & Technology Agency2,500,000
4.1% of portfolio›$227.1M
Nationwide Fund Advisors2,125,687
8.3% of portfolio›$193.1M
Bank of New York Mellon Corp1,900,637
0.0% of portfolio›$172.7M
LPL Financial LLC1,061,125
0.0% of portfolio›$96.4M
SigFig Wealth Management, LLC1,008,486
2.3% of portfolio›$91.6M
iA Global Asset Management Inc.857,072
0.0% of portfolio›$77.9K
Mather Group, Llc.723,942
0.6% of portfolio›$65.8M
PNC Financial Services Group, Inc.583,101
0.0% of portfolio›$53.0M
Pictet Asset Management Holding SA548,370
0.0% of portfolio›$50.0M
Deutsche Bank Ag\467,185
0.0% of portfolio›$42.4M
Apella Capital, LLC394,591
0.5% of portfolio›$35.8M
Savant Capital, LLC367,443
0.1% of portfolio›$33.4M
First Command Advisory Services, Inc.359,666
0.2% of portfolio›$32.7M
Assetmark, Inc332,517
0.1% of portfolio›$30.2M
BLB&B Advisors, LLC330,480
1.1% of portfolio›$30.0M
Retirement Investment Advisors, Inc.318,417
2.0% of portfolio›$28.9M
CVS Health Corp300,000
6.3% of portfolio›$27.3M
Washington Trust Bank275,541
1.7% of portfolio›$25.0M
Stairway Partners, LLC265,121
1.1% of portfolio›$24.1M
Mirae Asset Global Investments Co., Ltd.263,234
0.0% of portfolio›$23.9M
Baker Avenue Asset Management, LP253,838
0.4% of portfolio›$23.1M
Towercrest Capital Management247,539
3.2% of portfolio›$22.5M
Financiere des Professionnels - Fonds d'investissement inc.221,200
1.1% of portfolio›$20.1M
Mitsubishi UFJ Asset Management Co., Ltd.216,300
0.0% of portfolio›$19.6M
Bernicke Wealth Management, Ltd.215,938
2.2% of portfolio›$19.6M
Creative Planning203,173
0.0% of portfolio›$18.5M
Cannon Financial Strategists, Inc.202,479
2.1% of portfolio›$18.4M
Barclays PLC176,285
0.0% of portfolio›$16.0M
J.Safra Asset Management Corp172,161
0.7% of portfolio›$15.6M
Factor Wealth Management LTD169,477
2.4% of portfolio›$15.4M
Concurrent Investment Advisors, LLC160,974
0.1% of portfolio›$14.6M
Alliance Wealth Management Group153,557
2.8% of portfolio›$13.9M
Occidental Asset Management, LLC153,133
1.2% of portfolio›$13.9M
Howard Capital Management, LLC146,959
0.2% of portfolio›$13.3M
Bank Julius Baer & Co. Ltd, Zurich143,821
0.0% of portfolio›$13.1M
Union Bancaire Privee, UBP SA142,758
0.1% of portfolio›$13.0M
Country Trust Bank142,417
0.2% of portfolio›$12.9M
Imc-Chicago, LLC138,768
0.0% of portfolio›$12.6M
Idaho Trust Co138,608
3.8% of portfolio›$12.6M
Citizens & Northern Corp138,530
2.9% of portfolio›$12.6M
Privium Fund Management (UK) Ltd137,160
6.3% of portfolio›$12.5M
Spire Wealth Management130,329
0.4% of portfolio›$11.8M
Park Avenue Securities LLC130,169
0.0% of portfolio›$11.8K
Vise Technologies, Inc.122,040
0.1% of portfolio›$11.1M
Peak Financial Advisors LLC115,707
4.5% of portfolio›$10.5M
Quattro Financial Advisors LLC114,763
2.2% of portfolio›$10.4M
Vontobel Holding Ltd.114,406
0.0% of portfolio›$10.4M
Vertex Investment Solutions Co., Ltd.113,300
7.5% of portfolio›$10.3M
Probity Advisors, Inc.107,319
1.4% of portfolio›$9.7M
Trek Financial, LLC105,156
0.4% of portfolio›$9.6M
Lake Street Private Wealth, LLC98,949
1.0% of portfolio›$9.0M
Omega Financial Group, LLC97,285
2.7% of portfolio›$8.8M
MacKenzie Financial Corp92,270
0.0% of portfolio›$8.4M
Ashton Thomas Private Wealth, LLC91,923
0.2% of portfolio›$8.4M
Cambridge Investment Research Advisors, Inc.89,154
0.0% of portfolio›$8.1K
Summit Global Investments87,631
0.0% of portfolio›$8.0K
Outlook Wealth Advisors, LLC87,230
1.7% of portfolio›$7.9M
Founders Financial Securities LLC85,223
0.4% of portfolio›$7.7M
Gridiron Partners, LLC85,221
3.9% of portfolio›$7.7M
Truist Financial Corp75,285
0.0% of portfolio›$6.8M
Citigroup Inc73,002
0.0% of portfolio›$6.6M
Fifth Third Bancorp71,327
0.0% of portfolio›$6.5M
Jmac Enterprises LLC70,745
1.1% of portfolio›$6.4M
Merit Financial Group, LLC65,850
0.0% of portfolio›$6.0M
Lido Advisors, LLC65,740
0.0% of portfolio›$6.0M
Alternative Investment Advisors, Llc.64,856
2.2% of portfolio›$5.9M
Park Edge Advisors, LLC62,384
1.2% of portfolio›$5.7M
Beacon Advisors Holdings, LLC61,992
2.7% of portfolio›$5.6M
Central Trust Co60,040
0.1% of portfolio›$5.5M
Monument Capital Management57,499
1.1% of portfolio›$5.2M
Sumitomo Mitsui DS Asset Management Company, Ltd57,118
0.0% of portfolio›$5.2M
Robertson Stephens Wealth Management, LLC53,721
0.1% of portfolio›$4.9M
Integrity Alliance, Llc.53,647
0.1% of portfolio›$4.9M
Parallel Advisors, LLC53,121
0.1% of portfolio›$4.8M
Parr Mcknight Wealth Management Group, LLC50,824
0.5% of portfolio›$4.6M
Modera Wealth Management, LLC49,664
0.0% of portfolio›$4.5M
BlueSky Wealth Advisors, LLC48,232
0.5% of portfolio›$4.4M
IFP Advisors, Inc47,995
0.1% of portfolio›$4.4M
Commonwealth Equity Services, LLC46,383
0.0% of portfolio›$4.2M
Integrated Advisors Network LLC44,971
0.2% of portfolio›$4.1M
Elevation Point Wealth Partners, LLC44,860
0.1% of portfolio›$4.1M
Wealth Enhancement Advisory Services, LLC43,178
0.0% of portfolio›$3.9M
Citizens Financial Group Inc42,746
0.0% of portfolio›$3.9M
Colton Groome Financial Advisors, LLC41,855
0.9% of portfolio›$3.8M
Paragon Advisors, LLC41,056
0.7% of portfolio›$3.7M
Rinkey Investments40,558
0.9% of portfolio›$3.7M
Genus Capital Management Inc.40,140
0.4% of portfolio›$3.6M
Sharper & Granite LLC39,739
1.3% of portfolio›$3.7M
Crossmark Global Holdings, Inc.39,470
0.0% of portfolio›$3.6M
Ascent Group, LLC38,264
0.1% of portfolio›$3.5M
Great Diamond Partners, LLC38,068
0.6% of portfolio›$3.5M
Islay Capital Management, LLC35,956
1.5% of portfolio›$3.3M
Insight Wealth Partners, LLC35,862
0.4% of portfolio›$3.3M
Venture Visionary Partners LLC35,594
0.1% of portfolio›$3.2M
GenTrust, LLC34,960
0.1% of portfolio›$3.2M
Verus Wealth Management, LLC34,943
2.0% of portfolio›$3.2M
Regions Financial Corp34,823
0.0% of portfolio›$3.2M
Farrell Financial LLC33,530
1.6% of portfolio›$3.0M
Ascentis Independent Advisors33,130
0.2% of portfolio›$3.0M
Keybank National Association31,428
0.0% of portfolio›$2.9M
Nations Financial Group Inc,30,071
0.1% of portfolio›$2.7M
Private Advisory Group LLC29,852
0.1% of portfolio›$2.7M
Randall & Associates Wealth Management28,728
1.6% of portfolio›$2.6M
Moors & Cabot, Inc.28,145
0.1% of portfolio›$2.6M
Gladwyn Financial Advisors, Inc.28,099
1.6% of portfolio›$2.6M
Alterna Wealth Management, Inc28,068
1.4% of portfolio›$2.5M
Sincerus Advisory, LLC27,522
1.6% of portfolio›$2.5M
Central Bank & Trust Co27,460
0.4% of portfolio›$2.5M
Rosenberg Matthew Hamilton26,683
0.4% of portfolio›$2.4M
Farther Finance Advisors, LLC25,049
0.0% of portfolio›$2.3M
Nvwm, LLC24,991
0.4% of portfolio›$2.3M
Columbus Macro, LLC24,567
0.2% of portfolio›$2.2M
Kestra Advisory Services, LLC24,536
0.0% of portfolio›$2.2M
Simplicity Wealth,LLC24,179
0.1% of portfolio›$2.2M
Oasis Advisors, LLC24,096
0.9% of portfolio›$2.2M
Evolution Wealth Advisors, LLC23,966
0.2% of portfolio›$2.2M
Martel Wealth Advisors LLC23,702
0.3% of portfolio›$2.2M
Blueprint Financial Advisors LLC23,589
0.2% of portfolio›$2.1M
Blueprint Investment Partners LLC23,589
0.2% of portfolio›$2.1M
Wealth Advisory Solutions, LLC23,586
0.4% of portfolio›$2.1M
Joseph P. Lucia & Associates, LLC23,579
0.6% of portfolio›$2.1M
Compagnie Lombard Odier SCmA23,545
0.0% of portfolio›$2.1M
Inscription Capital, LLC23,494
0.2% of portfolio›$2.1M
Kestra Private Wealth Services, LLC23,150
0.0% of portfolio›$2.1M
Evergreen Capital Management LLC22,678
0.0% of portfolio›$2.1M
Stephenson & Company, Inc.22,395
0.9% of portfolio›$2.0M
Lake Hills Wealth Management, LLC20,853
0.9% of portfolio›$1.9M
Sumitomo Mitsui Trust Group, Inc.20,852
0.0% of portfolio›$1.9M
Shore Point Advisors, LLC20,420
0.6% of portfolio›$1.9M
Kingswood Wealth Advisors, LLC20,215
0.1% of portfolio›$1.8M
Braun-Bostich & Associates Inc.20,092
1.0% of portfolio›$1.8M
Heritage Family Offices, LLP20,040
0.6% of portfolio›$1.8M
Arvest Investments, Inc.20,017
0.2% of portfolio›$1.8M
Thrivent Financial for Lutherans19,179
0.0% of portfolio›$1.7M
Unison Advisors LLC19,013
0.1% of portfolio›$1.7M
Ariadne Wealth Management, LP18,256
0.7% of portfolio›$1.7M
Independent Financial Group, LLC18,221
0.0% of portfolio›$1.7M
Barden Capital Management, Inc.17,714
1.5% of portfolio›$1.6M
Klaas Financial Asset Advisors, LLC17,382
0.2% of portfolio›$1.6M
OxenFree Capital LLC16,937
0.7% of portfolio›$1.5M
Greenspring Advisors, LLC16,920
0.1% of portfolio›$1.5M
Commonwealth Financial Services, LLC16,905
0.3% of portfolio›$1.5M
Clear Creek Financial Management, LLC16,840
0.1% of portfolio›$1.5M
Genesis Private Wealth, LLC16,462
0.4% of portfolio›$1.5M
10Elms LLP16,450
0.6% of portfolio›$1.5M
Aletheian Wealth Advisors LLC16,448
0.6% of portfolio›$1.5M
Signature Estate & Investment Advisors LLC16,024
0.0% of portfolio›$1.5M
Nilsine Partners, LLC15,374
0.1% of portfolio›$1.4M
Diversified Enterprises, LLC15,348
0.1% of portfolio›$1.4M
SteelPeak Wealth, LLC15,153
0.0% of portfolio›$1.4M
Ameraudi Asset Management, Inc.15,085
0.6% of portfolio›$1.4M
North Forty Two & Co.14,994
1.1% of portfolio›$1.4M
White Lighthouse Investment Management Inc.14,825
0.2% of portfolio›$1.3M
Sowell Financial Services LLC14,681
0.0% of portfolio›$1.3M
Matisse Capital14,362
0.5% of portfolio›$1.3M
Hamilton Capital, LLC14,350
0.1% of portfolio›$1.3M
Busey Bank14,296
0.0% of portfolio›$1.3M
Bryn Mawr Trust Advisors, LLC14,127
0.1% of portfolio›$1.3M
BKM Wealth Management, LLC13,968
0.4% of portfolio›$1.3M
Chesley Taft & Associates LLC13,815
0.0% of portfolio›$1.3M
MGO One Seven LLC13,305
0.0% of portfolio›$1.2M
Analyst IMS Investment Management Services Ltd.13,294
0.0% of portfolio›$1.2M
Avalon Capital Management13,273
0.3% of portfolio›$1.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management12,589
0.0% of portfolio›$1.1M
Sage Investment Advisers LLC12,564
0.7% of portfolio›$1.1M
Patriot Investment Management Group, Inc.12,226
0.1% of portfolio›$1.1M
Summa Corp.12,175
0.2% of portfolio›$1.1M
Shum Financial Group, Inc.11,827
0.6% of portfolio›$1.1M
Sagespring Wealth Partners, LLC11,119
0.0% of portfolio›$1.0M
Unique Wealth Strategies, LLC11,025
0.4% of portfolio›$1.1M
Keystone Wealth Services, LLC10,737
0.2% of portfolio›$980.1K
Vicus Capital10,248
0.1% of portfolio›$930.9K
Riverbend Wealth Management, LLC9,896
0.4% of portfolio›$898.9K
Plan Group Financial, LLC9,697
0.2% of portfolio›$884.5K
Ashton Thomas Securities, LLC9,661
0.1% of portfolio›$877.6K
City State Bank9,620
0.2% of portfolio›$873.9K
PFG Advisors9,565
0.0% of portfolio›$868.9K
D.A. Davidson & Co.9,417
0.0% of portfolio›$855.5K
J2 Capital Management Inc9,175
0.5% of portfolio›$833.4K
Carter Financial Group, Inc.9,133
0.4% of portfolio›$829.6K
Postrock Partners LLC9,000
0.3% of portfolio›$817.6K
Integrity Advisory Solutions, LLC8,905
0.1% of portfolio›$809.0K
SBI Securities Co., Ltd.8,731
0.0% of portfolio›$793.1K
Murphy, Middleton, Hinkle & Parker, Inc.8,682
0.3% of portfolio›$788.7K
New England Private Wealth Advisors LLC8,542
0.1% of portfolio›$776.0K
United Advisor Group, LLC8,538
0.1% of portfolio›$775.6K
Frederick Financial Consultants, LLC8,531
0.3% of portfolio›$774.9K
Csenge Advisory Group8,528
0.0% of portfolio›$774.7K
Redhawk Wealth Advisors, Inc.8,344
0.1% of portfolio›$758.0K
Yoffe Investment Management, LLC8,299
0.9% of portfolio›$753.8K
Natixis8,209
0.0% of portfolio›$745.7K
Choreo, LLC8,162
0.0% of portfolio›$741.4K
TD Private Client Wealth LLC8,138
0.0% of portfolio›$739.2K
Endowment Wealth Management, Inc.8,126
0.3% of portfolio›$738.2K
Daiwa Securities Group Inc.7,947
0.0% of portfolio›$721.9K
US Bancorp \de\7,756
0.0% of portfolio›$704.6K
Brookstone Capital Management7,723
0.0% of portfolio›$701.6K
Net Worth Advisory Group7,657
0.2% of portfolio›$691.1K
Arkansas Financial Group, Inc.7,610
0.1% of portfolio›$691.3K
EverSource Wealth Advisors, LLC7,582
0.0% of portfolio›$688.8K
Keystone Global Partners, LLC7,551
0.2% of portfolio›$685.9K
Wealthcare Advisory Partners LLC7,459
0.0% of portfolio›$677.6K
Certuity, LLC7,276
0.0% of portfolio›$661.0K
American Financial & TAX Strategies Inc7,139
0.3% of portfolio›$648.5K
Blue Fin Capital, Inc.7,121
0.1% of portfolio›$646.9K
UMB Bank, n.a.7,075
0.0% of portfolio›$642.7K
StoneX Group Inc.6,901
0.0% of portfolio›$637.4K
Richardson Financial Services Inc.6,772
0.3% of portfolio›$615.2K
Rockingstone Advisors LLC6,732
0.2% of portfolio›$611.5K
Indivisible Partners6,439
0.0% of portfolio›$584.9K
Prospera Financial Services Inc6,131
0.0% of portfolio›$564.5K
Zinnia Wealth Advisory, LLC6,075
0.5% of portfolio›$551.9K
Verdence Capital Advisors LLC5,880
0.0% of portfolio›$534.1K
Diversify Wealth Management, LLC5,874
0.0% of portfolio›$539.3K
Diversify Advisory Services, LLC5,874
0.0% of portfolio›$539.3K
AdvisorNet Financial, Inc5,865
0.0% of portfolio›$534.9K
Cutler Investment Counsel LLC5,628
0.0% of portfolio›$511.2K
Navigation Wealth Management, Inc.5,610
0.8% of portfolio›$511.0K
4J Wealth Management LLC5,591
0.2% of portfolio›$507.9K
ARK & TLK Investments, LLC5,516
0.1% of portfolio›$501.1K
Cohen Investment Advisors LLC5,498
0.2% of portfolio›$499.4K
Activest Wealth Management5,303
0.1% of portfolio›$481.7K
McAdam, LLC5,259
0.0% of portfolio›$477.7K
First Horizon Corp5,153
0.0% of portfolio›$468.1K
Horst & Graben Wealth Management LLC4,949
0.1% of portfolio›$449.5K
Verus Capital Partners, LLC4,936
0.0% of portfolio›$448.3K
Insight Advisors, LLC/ PA4,857
0.1% of portfolio›$441.3K
Sculati Wealth Management, LLC4,848
0.1% of portfolio›$441.6K
Strategic Blueprint, LLC4,825
0.0% of portfolio›$438.3K
Pinnacle Financial Group, LLC / IL4,771
0.1% of portfolio›$433.4K
Sterling Investment Counsel, LLC4,771
0.1% of portfolio›$433.4K
RFG Advisory, LLC4,758
0.0% of portfolio›$432.2K
HCR Wealth Advisors4,712
0.0% of portfolio›$428.0K
Koshinski Asset Management, Inc.4,586
0.0% of portfolio›$416.6K
Old National Bancorp4,519
0.0% of portfolio›$410.5K
Quad-Cities Investment Group, LLC4,364
0.1% of portfolio›$396.4K
Sharkey, Howes & Javer4,292
0.0% of portfolio›$389.9K
Plan A Wealth LLC4,235
0.1% of portfolio›$384.8K
Montecito Bank & Trust4,199
0.1% of portfolio›$381.4K
Waystone Advisors LLC4,192
0.3% of portfolio›$404.3K
Wagner Wealth Management, Corp4,131
0.3% of portfolio›$375.3K
Orba Wealth Advisors, L.L.C.4,128
0.3% of portfolio›$375.0K
Private Trust Co NA3,916
0.0% of portfolio›$355.7K
Dynamic Advisor Solutions LLC3,884
0.0% of portfolio›$352.8K
CoreCap Advisors, LLC3,819
0.0% of portfolio›$346.9K
Wespac Advisors, LLC3,790
0.2% of portfolio›$344.3K
Prime Capital Investment Advisors, LLC3,778
0.0% of portfolio›$343.2K
Avior Wealth Management, LLC3,776
0.0% of portfolio›$343.0K
Sterling Financial Planning, Inc.3,776
0.1% of portfolio›$343.0K
Endeavor Private Wealth, Inc.3,774
0.1% of portfolio›$342.8K
LFA - Lugano Financial Advisors SA3,711
0.2% of portfolio›$337.1K
Apeiron RIA LLC3,710
0.1% of portfolio›$334.9K
Pinion Investment Advisors, LLC3,621
0.1% of portfolio›$328.9K
Farmers & Merchants Trust Co of Chambersburg PA3,493
0.0% of portfolio›$317
TSA Wealth Managment LLC3,468
0.1% of portfolio›$315.0K
Arwa LLC3,431
0.1% of portfolio›$313.1K
Rossby Financial, LCC3,407
0.0% of portfolio›$309.5K
First Citizens Bank & Trust Co3,370
0.0% of portfolio›$306.1K
Tennessee Valley Asset Management Partners3,349
0.0% of portfolio›$304.3K
Americana Partners, LLC3,340
0.0% of portfolio›$303.4K
Stewardship Advisors, LLC3,329
0.1% of portfolio›$302.4K
Advus Financial Partners, LLC3,290
0.1% of portfolio›$298.9K
IPG Investment Advisors LLC3,283
0.0% of portfolio›$298.2K
Finley Financial, LLC3,240
0.1% of portfolio›$292.4K
Wedbush Securities Inc3,216
0.0% of portfolio›$292
Creative Financial Designs Inc3,193
0.0% of portfolio›$290.1K
LexAurum Advisors, LLC3,175
0.0% of portfolio›$288.4K
4Thought Financial Group Inc.3,135
0.1% of portfolio›$284.8K
Integris Wealth Management, LLC3,083
0.1% of portfolio›$280.0K
Advisory Solutions Group, LLC3,061
0.1% of portfolio›$278.1K
Vericrest Private Wealth3,033
0.2% of portfolio›$275.6K
Gamma Investing LLC3,012
0.0% of portfolio›$273.6K
Form Wealth Advisors, LLC2,980
0.0% of portfolio›$270.7K
Center For Asset Management LLC2,978
0.1% of portfolio›$270.6K
Brown Wealth Management, LLC2,963
0.1% of portfolio›$269.1K
One Way Holdings LLC2,935
0.0% of portfolio›$266.6K
Walled Lake Planning & Wealth Management, LLC2,930
0.1% of portfolio›$266.2K
Legacy Edge Advisors, LLC2,863
0.0% of portfolio›$260.1K
J.W. Cole Advisors, Inc.2,856
0.0% of portfolio›$259.4K
Creekside Partners2,810
0.1% of portfolio›$255.2K
Davidson Trust Co2,802
0.1% of portfolio›$254.5K
Perigon Wealth Management, LLC2,772
0.0% of portfolio›$251.8K
Beacon Financial Group2,742
0.0% of portfolio›$249.1K
Patriot Financial Group Insurance Agency, LLC2,727
0.0% of portfolio›$247.7K
XY Planning Network, Inc.2,722
0.0% of portfolio›$247.3K
ASL Financial, LLC2,714
0.2% of portfolio›$246.5K
Sage Advisory Services, Ltd.Co.2,687
0.1% of portfolio›$244.0K
KG Capital Management2,670
0.1% of portfolio›$242.5K
HF Advisory Group, LLC2,665
0.1% of portfolio›$242.1K
Pinnacle Wealth Planning Services, Inc.2,652
0.0% of portfolio›$240.9K
Cypress Wealth Services, LLC2,631
0.0% of portfolio›$239.2K
International Assets Investment Management, LLC2,601
0.0% of portfolio›$234.8K
Axxcess Wealth Management, LLC2,526
0.0% of portfolio›$229.4K
Retirement Planning Group, LLC2,505
0.0% of portfolio›$227.6K
Trust Point Inc.2,500
0.0% of portfolio›$227.1K
Flywheel Private Wealth LLC2,448
0.1% of portfolio›$222.4K
Larson Financial Group LLC2,371
0.0% of portfolio›$215.3K
LifeGoal Investments, LLC2,367
0.1% of portfolio›$215.0K
Revolve Wealth Partners, LLC2,365
0.0% of portfolio›$214.8K
Pinkerton Wealth, LLC2,340
0.0% of portfolio›$212.6K
Laurel OAK Wealth Management, LLC2,321
0.0% of portfolio›$210.8K
Centurion Wealth Management LLC2,320
0.1% of portfolio›$210.7K
SAX Wealth Advisors, LLC2,305
0.0% of portfolio›$209.4K
Claro Advisors Inc.2,302
0.0% of portfolio›$209.1K
Cyndeo Wealth Partners, LLC2,242
0.0% of portfolio›$203.7K
HB Wealth Management, LLC2,216
0.0% of portfolio›$201.3K
Sigma Planning Corp2,207
0.0% of portfolio›$200.7K
Balefire, LLC2,207
0.0% of portfolio›$200.5K
Guidance Capital, Inc2,190
0.0% of portfolio›$201.0K
Allworth Financial LP2,176
0.0% of portfolio›$209.8K
United Community Bank2,110
0.1% of portfolio›$191.7K
City Holding Co1,750
0.0% of portfolio›$159.0K
Eastern Bank1,721
0.0% of portfolio›$156.3K
Breakwater Investment Management1,656
0.0% of portfolio›$150.4K
Mosley Wealth Management1,601
0.0% of portfolio›$147.0K
TD Waterhouse Canada Inc.1,576
0.0% of portfolio›$142.3K
Pflug Koory, LLC1,576
0.1% of portfolio›$143.2K
Latitude Advisors, LLC1,519
0.0% of portfolio›$138.0K
Clearstead Advisors, LLC1,426
0.0% of portfolio›$129.5K
AlphaCentric Advisors LLC1,415
0.1% of portfolio›$128.5K
Westside Investment Management, Inc.1,371
0.0% of portfolio›$124.6K
Versant Capital Management, Inc1,265
0.0% of portfolio›$114.9K
Lanark Financial, Inc.1,204
0.0% of portfolio›$109.4K
Pacifica Partners Inc.1,186
0.0% of portfolio›$107.0K
Barrett & Company, Inc.1,170
0.0% of portfolio›$106.2K
Glass Jacobson Investment Advisors llc1,066
0.0% of portfolio›$96.8K
Barnes Dennig Private Wealth Management LLC1,046
0.1% of portfolio›$95.0K
Gilpin Wealth Management, LLC1,039
0.1% of portfolio›$94.4K
PFS Partners, LLC981
0.0% of portfolio›$89.1K
Hyposwiss Advisors SA975
0.1% of portfolio›$88.6K
Tsfg, LLC867
0.0% of portfolio›$79
First United Bank & Trust835
0.0% of portfolio›$75.9K
Sunrise Financial Services, LLC829
0.0% of portfolio›$75.3K
Blue Trust, Inc.769
0.0% of portfolio›$69.9K
Wolff Wiese Magana LLC666
0.0% of portfolio›$60.5K
Mcdonald Partners LLC650
0.0% of portfolio›$59.0K
Three Bridge Wealth Advisors, LLC606
0.0% of portfolio›$55.0K
American National Bank & Trust590
0.0% of portfolio›$53.6K
Central Pacific Bank - Trust Division570
0.0% of portfolio›$51.8K
Sava Infond d.o.o.550
0.0% of portfolio›$50.0K
Cape Investment Advisory, Inc.536
0.0% of portfolio›$48.7K
Root Financial Partners, LLC534
0.0% of portfolio›$48.5K
Olistico Wealth, LLC525
0.0% of portfolio›$47.7K
Pioneer Family Office, LLC525
0.0% of portfolio›$47.7K
Pinnacle Bancorp, Inc.509
0.0% of portfolio›$46.2K
Capital Investment Counsel, Inc470
0.0% of portfolio›$42.7K
Nfsg Corp445
0.0% of portfolio›$40.4K
Golden State Wealth Management, LLC412
0.0% of portfolio›$37.5K
WPG Advisers, LLC406
0.0% of portfolio›$36.9K
Virginia Estate & Retirement Planning Advisors Inc.401
0.0% of portfolio›$36.4K
Evolution Wealth Management Inc.390
0.0% of portfolio›$35.4K
Harbor Investment Advisory, LLC387
0.0% of portfolio›$35.2K
Compass Financial Management LLC360
0.0% of portfolio›$32.7K
West Branch Capital LLC335
0.0% of portfolio›$30.4K
Capital Investment Advisory Services, LLC331
0.0% of portfolio›$30.1K
Nova Financial LLC315
0.0% of portfolio›$28.6K
Balance Wealth Partners LLC303
0.0% of portfolio›$27.5K
MassMutual Private Wealth & Trust, FSB300
0.0% of portfolio›$27.3K
Cassaday & Co Wealth Management LLC287
0.0% of portfolio›$26.1K
Elevation Wealth Partners, LLC281
0.0% of portfolio›$25.5K
Fiduciary Advisors, Inc.269
0.0% of portfolio›$24.4K
Buck Wealth Strategies, LLC267
0.0% of portfolio›$24.3K
Cullen T Bankers, Inc.263
0.0% of portfolio›$23.9K
Ameliora Wealth Management Ltd.250
0.0% of portfolio›$22.7K
Key FInancial Inc249
0.0% of portfolio›$22.6K
Dynamic Wealth Strategies, LLC210
0.0% of portfolio›$19.1K
Cherry Tree Wealth Management, LLC209
0.0% of portfolio›$19.0K
Bayban207
0.0% of portfolio›$20.0K
Wilmington Savings Fund Society, FSB206
0.0% of portfolio›$18.7K
Winch Advisory Services, LLC202
0.0% of portfolio›$18.3K
Armstrong Advisory Group, Inc201
0.0% of portfolio›$18.3K
Angeles Wealth Management, LLC199
0.0% of portfolio›$18.1K
Blueline Advisors LLC193
0.0% of portfolio›$17.5K
Downshift Financial, LLC190
0.0% of portfolio›$17.3K
Ascentis Wealth Management, LLC183
0.0% of portfolio›$16.7K
Hurley Capital, LLC154
0.0% of portfolio›$14.0K
First Financial Corp145
0.0% of portfolio›$13.2K
Tompkins Financial Corp142
0.0% of portfolio›$12.9K
Triumph Capital Management130
0.0% of portfolio›$11.8K
Farmers & Merchants Investments Inc128
0.0% of portfolio›$11.6K
Avion Wealth121
0.0% of portfolio›$10
Trust Co116
0.0% of portfolio›$10.5K
Brown, Lisle Ings, Inc.116
0.0% of portfolio›$10.5K
Bangor Savings Bank115
0.0% of portfolio›$10.4K
Russell Investments Group, Ltd.112
0.0% of portfolio›$10.2K
EPG Wealth Management LLC107
0.0% of portfolio›$9.7K
North Star Investment Management Corp.100
0.0% of portfolio›$9.1K
Friedenthal Financial97
0.0% of portfolio›$8.8K
Financial Management Professionals, Inc.96
0.0% of portfolio›$8.7K
Ares Financial Consulting, LLC92
0.0% of portfolio›$8.4K
Silver Grove Financial Group, Inc.89
0.0% of portfolio›$8.0K
Signature Equity Partners, LLC88
0.0% of portfolio›$8.0K
Meriwether Wealth & Planning, LLC88
0.0% of portfolio›$8.0K
Smallwood Wealth Investment Management, LLC81
0.0% of portfolio›$7.4K
GK Wealth Management LLC81
0.0% of portfolio›$7.4K
Boyd Watterson Asset Management LLC80
0.0% of portfolio›$7.3K
Toth Financial Advisory Corp67
0.0% of portfolio›$6.1K
Nemes Rush Group LLC63
0.0% of portfolio›$5.7K
Rydar Equities, Inc.54
0.0% of portfolio›$4.9K
Transce3nd, LLC53
0.0% of portfolio›$4.8K
Parkside Financial Bank & Trust51
0.0% of portfolio›$4.6K
AlphaCore Capital LLC51
0.0% of portfolio›$4.6K
Hilltop National Bank50
0.0% of portfolio›$4.5K
Plante Moran Financial Advisors, LLC45
0.0% of portfolio›$4.1K
Kingdom Financial Group Llc.42
0.0% of portfolio›$3.8K
Lloyd Advisory Services, Llc.41
0.0% of portfolio›$3.7K
Allspring Global Investments Holdings, LLC35
0.0% of portfolio›$3.1K
Rakuten Securities, Inc.32
0.0% of portfolio›$2.9K
Advocate Investing Services LLC31
0.0% of portfolio›$2.8K
Networth Advisors, LLC30
0.0% of portfolio›$2.7K
Reap Financial Group, LLC29
0.0% of portfolio›$2.6K
Investors Research Corp29
0.0% of portfolio›$2.6K
Jacobi Capital Management LLC22
0.0% of portfolio›$2.0K
Towne Trust Company, N.a18
0.0% of portfolio›$1.6K
Hilton Head Capital Partners, LLC17
0.0% of portfolio›$1.5K
Signaturefd, LLC15
0.0% of portfolio›$1.3K
Financial Network Wealth Advisors LLC15
0.0% of portfolio›$1.4K
Trust Co of Toledo NA11
0.0% of portfolio›$999
Signature Resources Capital Management, LLC10
0.0% of portfolio›$908
Asset Dedication, LLC10
0.0% of portfolio›$909
Kings Path Partners LLC9
0.0% of portfolio›$818
PayPay Securities Corp9
0.0% of portfolio›$818
Moisand Fitzgerald Tamayo, LLC8
0.0% of portfolio›$727
Raleigh Capital Management Inc.7
0.0% of portfolio›$653
Abound Wealth Management7
0.0% of portfolio›$659
Vision Financial Markets LLC6
0.0% of portfolio›$492
Portfolio Resources Advisor Group, Inc.6
0.0% of portfolio›$552
Spurstone Advisory Services, LLC6
0.0% of portfolio›$542
Quaker Wealth Management, LLC6
0.0% of portfolio›$546
Gables Capital Management Inc.6
0.0% of portfolio›$545
Salomon & Ludwin, LLC6
0.0% of portfolio›$545
MTM Investment Management, LLC5
0.0% of portfolio›$454
American Capital Advisory, LLC5
0.0% of portfolio›$455
Retirement Wealth Solutions LLC5
0.0% of portfolio›$414
MJT & Associates Financial Advisory Group, Inc.4
0.0% of portfolio›$364
Birch Financial Group, LLC4
0.0% of portfolio›$342
NBT Bank, N.A.3
0.0% of portfolio›$273
Register Financial Advisors LLC3
0.0% of portfolio›$273
Realta Investment Advisors3
0.0% of portfolio›$273
Bear Mountain Capital, Inc.3
0.0% of portfolio›$229
Concord Wealth Partners2
0.0% of portfolio›$147
Inspire Investing, LLC1
0.0% of portfolio›$70
UMB Private Wealth Management, LLC1
0.0% of portfolio›$91
Markowski Investments1
0.0% of portfolio›$42
Horizon Financial Services, LLC0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Adventist Health System Sunbelt Healthcare Corp
6,940,508$630.5M14.9%ETFLowAltamonte Springs, FL2026-11-02
Japan Science & Technology Agency
2,500,000$227.1M4.1%ETFVery LowTokyo, Mexico2026-10-16
Nationwide Fund Advisors
2,125,687$193.1M8.3%ETFVery LowColumbus, OH2026-10-28
Bank of New York Mellon Corp
1,900,637$172.7M0.0%CoreLowNew York, NY2026-11-05
LPL Financial LLC
1,061,125$96.4M0.0%IndexVery LowFort Mill, SC2026-11-06
SigFig Wealth Management, LLC
1,008,486$91.6M2.3%ETFLowSan Francisco, CA2026-10-07
iA Global Asset Management Inc.
857,072$77.9K0.0%GrowthMediumQuebec, Austria2026-10-29
Mather Group, Llc.
723,942$65.8M0.6%ETFMediumChicago, IL2026-10-14
PNC Financial Services Group, Inc.
583,101$53.0M0.0%GrowthVery LowPittsburgh, PA2026-11-06
Pictet Asset Management Holding SA
548,370$50.0M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Deutsche Bank Ag\
467,185$42.4M0.0%CoreMediumFrankfurt Am Main, Hong Kong2026-11-06
Apella Capital, LLC
394,591$35.8M0.5%ETFVery LowWest Hartford, CT2026-10-08
Savant Capital, LLC
367,443$33.4M0.1%IndexVery LowRockford, IL2026-11-06
First Command Advisory Services, Inc.
359,666$32.7M0.2%IndexLowFort Worth, TX2026-11-05
Assetmark, Inc
332,517$30.2M0.1%ETFLowConcord, CA2026-10-21
BLB&B Advisors, LLC
330,480$30.0M1.1%ETFLowMontgomeryville, PA2026-10-27
Retirement Investment Advisors, Inc.
318,417$28.9M2.0%ETFVery LowOklahoma City, OK2026-10-22
CVS Health Corp
300,000$27.3M6.3%ETFMediumWoonsocket, RI2026-11-05
Washington Trust Bank
275,541$25.0M1.7%CoreLowSpokane, WA2026-11-03
Stairway Partners, LLC
265,121$24.1M1.1%ETFVery LowMinneapolis, MN2026-10-02
Mirae Asset Global Investments Co., Ltd.
263,234$23.9M0.0%GrowthLowSeoul, Malaysia2026-11-03
Baker Avenue Asset Management, LP
253,838$23.1M0.4%GrowthLowSan Francisco, CA2026-11-06
Towercrest Capital Management
247,539$22.5M3.2%ETFVery LowNewtown, PA2026-10-23
Financiere des Professionnels - Fonds d'investissement inc.
221,200$20.1M1.1%GrowthHighMontreal, Austria2026-11-03
Mitsubishi UFJ Asset Management Co., Ltd.
216,300$19.6M0.0%IndexVery LowTokyo, Mexico2026-11-05
Bernicke Wealth Management, Ltd.
215,938$19.6M2.2%ETFVery LowAltoona, WI2026-11-06
Creative Planning
203,173$18.5M0.0%IndexVery LowOverland Park, KS2026-11-02
Cannon Financial Strategists, Inc.
202,479$18.4M2.1%ETFVery LowAthens, GA2026-10-19
Barclays PLC
176,285$16.0M0.0%CoreMediumLondon, United Kingdom2026-11-06
J.Safra Asset Management Corp
172,161$15.6M0.7%ETFLowNew York, NY2026-11-03
Factor Wealth Management LTD
169,477$15.4M2.4%ETFLowChicago, IL2026-10-08
Concurrent Investment Advisors, LLC
160,974$14.6M0.1%GrowthMediumTampa, FL2026-10-16
Alliance Wealth Management Group
153,557$13.9M2.8%ETFLowFlemington, NJ2026-10-29
Occidental Asset Management, LLC
153,133$13.9M1.2%GrowthLowBurlingame, CA2026-11-05
Howard Capital Management, LLC
146,959$13.3M0.2%ETFHighAlpharetta, GA2026-10-16
Bank Julius Baer & Co. Ltd, Zurich
143,821$13.1M0.0%GrowthMediumZurich, Switzerland2026-10-29
Union Bancaire Privee, UBP SA
142,758$13.0M0.1%GrowthMediumGeneva 1, Switzerland2026-11-04
Country Trust Bank
142,417$12.9M0.2%GrowthLowBloomington, IL2026-10-30
Imc-Chicago, LLC
138,768$12.6M0.0%GARPVery HighChicago, IL2026-11-05
Idaho Trust Co
138,608$12.6M3.8%ETFLowBoise, ID2026-11-04
Citizens & Northern Corp
138,530$12.6M2.9%CoreLowWellsboro, PA2026-11-06
Privium Fund Management (UK) Ltd
137,160$12.5M6.3%ETFVery HighLondon, United Kingdom2026-10-30
Spire Wealth Management
130,329$11.8M0.4%GrowthMediumMclean, VA2026-10-30
Park Avenue Securities LLC
130,169$11.8K0.0%ETFMediumNew York, NY2026-10-26
Vise Technologies, Inc.
122,040$11.1M0.1%IndexLowNew York, NY2026-10-29
Peak Financial Advisors LLC
115,707$10.5M4.5%CoreHighDenver, CO2026-10-28
Quattro Financial Advisors LLC
114,763$10.4M2.2%ETFMediumMontgomery, TX2026-10-15
Vontobel Holding Ltd.
114,406$10.4M0.0%CoreMediumZurich, Switzerland2026-10-16
Vertex Investment Solutions Co., Ltd.
113,300$10.3M7.5%ETFN/AChiyoda-Ku, Mexico2026-10-19
Probity Advisors, Inc.
107,319$9.7M1.4%ETFLowDallas, TX2026-10-23
Trek Financial, LLC
105,156$9.6M0.4%ETFHighScottsdale, AZ2026-10-29
Lake Street Private Wealth, LLC
98,949$9.0M1.0%GrowthLowChicago, IL2026-10-22
Omega Financial Group, LLC
97,285$8.8M2.7%ETFVery LowSanta Barbara, CA2026-10-29
MacKenzie Financial Corp
92,270$8.4M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Ashton Thomas Private Wealth, LLC
91,923$8.4M0.2%CoreMediumScottsdale, AZ2026-11-03
Cambridge Investment Research Advisors, Inc.
89,154$8.1K0.0%ETFLowFairfield, IA2026-11-02
Summit Global Investments
87,631$8.0K0.0%CoreMediumBountiful, UT2026-10-28
Outlook Wealth Advisors, LLC
87,230$7.9M1.7%ETFMediumShenandoah, TX2026-10-28
Founders Financial Securities LLC
85,223$7.7M0.4%ETFMediumTowson, MD2026-10-28
Gridiron Partners, LLC
85,221$7.7M3.9%ETFLowWexford, PA2026-10-08
Truist Financial Corp
75,285$6.8M0.0%CoreLowCharlotte, NC2026-10-30
Citigroup Inc
73,002$6.6M0.0%CoreMediumNew York, NY2026-11-04
Fifth Third Bancorp
71,327$6.5M0.0%IndexVery LowCincinnati, OH2026-11-05
Jmac Enterprises LLC
70,745$6.4M1.1%ETFVery LowNewtown, PA2026-10-30
Merit Financial Group, LLC
65,850$6.0M0.0%ETFLowAlpharetta, GA2026-11-06
Lido Advisors, LLC
65,740$6.0M0.0%GrowthLowLos Angeles, CA2026-11-04
Alternative Investment Advisors, Llc.
64,856$5.9M2.2%ETFMediumMaitland, FL2026-11-03
Park Edge Advisors, LLC
62,384$5.7M1.2%CoreMediumCleveland, OH2026-10-28
Beacon Advisors Holdings, LLC
61,992$5.6M2.7%ETFVery LowAustin, TX2026-10-27
Central Trust Co
60,040$5.5M0.1%CoreLowJefferson City, MO2026-11-05
Monument Capital Management
57,499$5.2M1.1%GARPHighAlexandria, VA2026-10-09
Sumitomo Mitsui DS Asset Management Company, Ltd
57,118$5.2M0.0%IndexVery LowTokyo, Mexico2026-10-20
Robertson Stephens Wealth Management, LLC
53,721$4.9M0.1%ETFMediumSan Francisco, CA2026-10-16
Integrity Alliance, Llc.
53,647$4.9M0.1%ETFMediumUrbandale, IA2026-10-29
Parallel Advisors, LLC
53,121$4.8M0.1%IndexLowSan Francisco, CA2026-11-03
Parr Mcknight Wealth Management Group, LLC
50,824$4.6M0.5%CoreMediumMinneapolis, MN2026-10-30
Modera Wealth Management, LLC
49,664$4.5M0.0%ETFVery LowWestwood, NJ2026-10-28
BlueSky Wealth Advisors, LLC
48,232$4.4M0.5%ETFMediumNew Bern, NC2026-10-29
IFP Advisors, Inc
47,995$4.4M0.1%GrowthLowTampa, FL2026-10-16
Commonwealth Equity Services, LLC
46,383$4.2M0.0%ETFLowWaltham, MA2026-11-02
Integrated Advisors Network LLC
44,971$4.1M0.2%GrowthMediumDallas, TX2026-10-20
Elevation Point Wealth Partners, LLC
44,860$4.1M0.1%CoreHighDenver, CO2026-11-05
Wealth Enhancement Advisory Services, LLC
43,178$3.9M0.0%CoreLowPlymouth, MN2026-10-13
Citizens Financial Group Inc
42,746$3.9M0.0%GrowthLowProvidence, RI2026-10-23
Colton Groome Financial Advisors, LLC
41,855$3.8M0.9%ETFLowAsheville, NC2026-10-06
Paragon Advisors, LLC
41,056$3.7M0.7%ETFHighCollege Station, TX2026-11-03
Rinkey Investments
40,558$3.7M0.9%ETFLowSan Diego, CA2026-10-28
Genus Capital Management Inc.
40,140$3.6M0.4%GARPHighVancouver, UAE2026-11-04
Sharper & Granite LLC
39,739$3.7M1.3%ETFLowEl Segundo, CA2026-11-02
Crossmark Global Holdings, Inc.
39,470$3.6M0.0%GARPMediumHouston, TX2026-10-21
Ascent Group, LLC
38,264$3.5M0.1%CoreLowVirginia Beach, VA2026-10-30
Great Diamond Partners, LLC
38,068$3.5M0.6%CoreMediumPortland, ME2026-10-13
Islay Capital Management, LLC
35,956$3.3M1.5%ETFMediumLubbock, TX2026-10-20
Insight Wealth Partners, LLC
35,862$3.3M0.4%ETFLowPlano, TX2026-10-26
Venture Visionary Partners LLC
35,594$3.2M0.1%CoreLowSylvania, OH2026-10-07
GenTrust, LLC
34,960$3.2M0.1%ETFLowMiami, FL2026-11-06
Verus Wealth Management, LLC
34,943$3.2M2.0%ETFLowDe Pere, WI2026-10-13
Regions Financial Corp
34,823$3.2M0.0%CoreLowBirmingham, AL2026-11-05
Farrell Financial LLC
33,530$3.0M1.6%ETFVery LowOrchard Park, NY2026-10-16
Ascentis Independent Advisors
33,130$3.0M0.2%ETFLowDallas, TX2026-11-03
Keybank National Association
31,428$2.9M0.0%CoreLowBrooklyn, OH2026-11-04
Nations Financial Group Inc,
30,071$2.7M0.1%CoreLowCedar Rapids, IA2026-11-05
Private Advisory Group LLC
29,852$2.7M0.1%GrowthMediumRedmond, WA2026-11-06
Randall & Associates Wealth Management
28,728$2.6M1.6%ETFMediumButler, PA2026-10-20
Moors & Cabot, Inc.
28,145$2.6M0.1%CoreLowBoston, MA2026-11-06
Gladwyn Financial Advisors, Inc.
28,099$2.6M1.6%ETFVery LowChantilly, VA2026-10-05
Alterna Wealth Management, Inc
28,068$2.5M1.4%ETFMediumHouston, TX2026-10-27
Sincerus Advisory, LLC
27,522$2.5M1.6%ETFVery LowNew York, NY2026-10-09
Central Bank & Trust Co
27,460$2.5M0.4%GrowthLowLexington, KY2026-10-09
Rosenberg Matthew Hamilton
26,683$2.4M0.4%ETFVery LowGrand Junction, CO2026-10-05
Farther Finance Advisors, LLC
25,049$2.3M0.0%IndexLowSan Francisco, CA2026-10-08
Nvwm, LLC
24,991$2.3M0.4%GrowthMediumYardley, PA2026-10-14
Columbus Macro, LLC
24,567$2.2M0.2%YieldMediumNew Castle, PA2026-10-14
Kestra Advisory Services, LLC
24,536$2.2M0.0%CoreLowAustin, TX2026-11-02
Simplicity Wealth,LLC
24,179$2.2M0.1%ETFLowSummit, NJ2026-10-23
Oasis Advisors, LLC
24,096$2.2M0.9%ETFMediumForest City, IA2026-10-16
Evolution Wealth Advisors, LLC
23,966$2.2M0.2%ETFLowAventura, FL2026-11-03
Martel Wealth Advisors LLC
23,702$2.2M0.3%ETFVery LowVancouver, WA2026-10-14
Blueprint Financial Advisors LLC
23,589$2.1M0.2%GARPMediumGreensboto, NC2026-10-28
Blueprint Investment Partners LLC
23,589$2.1M0.2%ETFMediumGreensboro, NC2026-10-28
Wealth Advisory Solutions, LLC
23,586$2.1M0.4%ETFLowZionsville, IN2026-10-20
Joseph P. Lucia & Associates, LLC
23,579$2.1M0.6%ETFVery LowYorktown Heights, NY2026-10-30
Compagnie Lombard Odier SCmA
23,545$2.1M0.0%GrowthMedium1204 Geneva, Switzerland2026-11-04
Inscription Capital, LLC
23,494$2.1M0.2%GARPMediumHouston, TX2026-11-02
Kestra Private Wealth Services, LLC
23,150$2.1M0.0%GrowthLowAustin, TX2026-11-06
Evergreen Capital Management LLC
22,678$2.1M0.0%GARPMediumBellevue, WA2026-10-23
Stephenson & Company, Inc.
22,395$2.0M0.9%ETFVery LowSan Clemente, CA2026-10-30
Lake Hills Wealth Management, LLC
20,853$1.9M0.9%ETFVery HighAustin, TX2026-10-07
Sumitomo Mitsui Trust Group, Inc.
20,852$1.9M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Shore Point Advisors, LLC
20,420$1.9M0.6%ETFLowBrielle, NJ2026-10-14
Kingswood Wealth Advisors, LLC
20,215$1.8M0.1%GrowthLowSan Diego, CA2026-10-23
Braun-Bostich & Associates Inc.
20,092$1.8M1.0%ETFMediumCanonsburg, PA2026-10-20
Heritage Family Offices, LLP
20,040$1.8M0.6%GrowthHighScottsdale, AZ2026-11-02
Arvest Investments, Inc.
20,017$1.8M0.2%ETFLowLowell, AR2026-10-21
Thrivent Financial for Lutherans
19,179$1.7M0.0%GARPMediumMinneapolis, MN2026-11-05
Unison Advisors LLC
19,013$1.7M0.1%ETFVery LowProvidence, RI2026-10-29
Ariadne Wealth Management, LP
18,256$1.7M0.7%CoreLowSanta Barbara, CA2026-11-06
Independent Financial Group, LLC
18,221$1.7M0.0%GrowthLowSan Diego, CA2026-10-13
Barden Capital Management, Inc.
17,714$1.6M1.5%GrowthLowAustin, TX2026-10-09
Klaas Financial Asset Advisors, LLC
17,382$1.6M0.2%ETFVery LowLoves Park, IL2026-10-19
OxenFree Capital LLC
16,937$1.5M0.7%N/ALowMelbourne, FL2026-10-07
Greenspring Advisors, LLC
16,920$1.5M0.1%ETFVery LowTowson, MD2026-11-05
Commonwealth Financial Services, LLC
16,905$1.5M0.3%ETFMediumVienna, WV2026-10-20
Clear Creek Financial Management, LLC
16,840$1.5M0.1%ETFMediumSilverdale, WA2026-10-28
Genesis Private Wealth, LLC
16,462$1.5M0.4%ETFLowAshburn, VA2026-11-02
10Elms LLP
16,450$1.5M0.6%ETFVery LowTulsa, OK2026-11-06
Aletheian Wealth Advisors LLC
16,448$1.5M0.6%ETFVery LowBellevue, WA2026-10-08
Signature Estate & Investment Advisors LLC
16,024$1.5M0.0%ETFMediumLos Angeles, CA2026-10-13
Nilsine Partners, LLC
15,374$1.4M0.1%CoreMediumGreenwood Village, CO2026-11-02
Diversified Enterprises, LLC
15,348$1.4M0.1%ETFVery LowWilmington, DE2026-10-19
SteelPeak Wealth, LLC
15,153$1.4M0.0%GrowthHighWoodland Hills, CA2026-10-16
Ameraudi Asset Management, Inc.
15,085$1.4M0.6%ETFMediumNew York, NY2026-11-05
North Forty Two & Co.
14,994$1.4M1.1%ETFVery LowLake Oswego, OR2026-10-19
White Lighthouse Investment Management Inc.
14,825$1.3M0.2%ETFVery LowBedford, MA2026-10-21
Sowell Financial Services LLC
14,681$1.3M0.0%CoreLowNorth Little Rock, AR2026-10-23
Matisse Capital
14,362$1.3M0.5%ValueMediumPortland, OR2026-10-29
Hamilton Capital, LLC
14,350$1.3M0.1%ETFVery LowColumbus, OH2026-10-08
Busey Bank
14,296$1.3M0.0%GrowthVery LowUrbana, IL2026-10-26
Bryn Mawr Trust Advisors, LLC
14,127$1.3M0.1%CoreLowPhiladelphia, PA2026-11-04
BKM Wealth Management, LLC
13,968$1.3M0.4%GrowthLowBrookfield, WI2026-10-22
Chesley Taft & Associates LLC
13,815$1.3M0.0%CoreLowChicago, IL2026-10-13
MGO One Seven LLC
13,305$1.2M0.0%GrowthLowBeachwood, OH2026-10-28
Analyst IMS Investment Management Services Ltd.
13,294$1.2M0.0%ETFLowTel-Aviv, Luxembourg2026-11-05
Avalon Capital Management
13,273$1.2M0.3%GrowthMediumMenlo Park, CA2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
12,589$1.1M0.0%GrowthVery LowSeattle, WA2026-10-27
Sage Investment Advisers LLC
12,564$1.1M0.7%ETFLowWappingers Falls, NY2026-10-21
Patriot Investment Management Group, Inc.
12,226$1.1M0.1%ETFVery LowKnoxville, TN2026-10-15
Summa Corp.
12,175$1.1M0.2%Agg GrowthLowThe Woodlands, TX2026-10-30
Shum Financial Group, Inc.
11,827$1.1M0.6%GrowthVery LowAlameda, CA2026-10-13
Sagespring Wealth Partners, LLC
11,119$1.0M0.0%ETFLowFranklin, TN2026-10-22
Unique Wealth Strategies, LLC
11,025$1.1M0.4%CoreMediumBurr Ridge, IL2026-10-13
Keystone Wealth Services, LLC
10,737$980.1K0.2%ETFHighPalm Desert, CA2026-11-03
Vicus Capital
10,248$930.9K0.1%ETFMediumState College, PA2026-11-05
Riverbend Wealth Management, LLC
9,896$898.9K0.4%GrowthLowMyrtle Beach, SC2026-10-15
Plan Group Financial, LLC
9,697$884.5K0.2%ETFMediumOklahoma City, OK2026-10-22
Ashton Thomas Securities, LLC
9,661$877.6K0.1%ETFMediumRochester, NY2026-10-26
City State Bank
9,620$873.9K0.2%GrowthVery LowNorwalk, IA2026-10-20
PFG Advisors
9,565$868.9K0.0%ETFMediumPhoenix, AZ2026-10-16
D.A. Davidson & Co.
9,417$855.5K0.0%CoreLowGreat Falls, MT2026-10-28
J2 Capital Management Inc
9,175$833.4K0.5%ETFHighTroy, MI2026-10-19
Carter Financial Group, Inc.
9,133$829.6K0.4%GrowthLowBarrington, IL2026-10-21
Postrock Partners LLC
9,000$817.6K0.3%CoreVery LowOverland Park, KS2026-11-02
Integrity Advisory Solutions, LLC
8,905$809.0K0.1%ETFMediumDallas, TX2026-10-29
SBI Securities Co., Ltd.
8,731$793.1K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Murphy, Middleton, Hinkle & Parker, Inc.
8,682$788.7K0.3%CoreVery HighThomasville, GA2026-10-15
New England Private Wealth Advisors LLC
8,542$776.0K0.1%ETFVery LowWellesley, MA2026-10-19
United Advisor Group, LLC
8,538$775.6K0.1%ETFLowCincinnati, OH2026-11-03
Frederick Financial Consultants, LLC
8,531$774.9K0.3%ETFVery LowFrederick, MD2026-10-29
Csenge Advisory Group
8,528$774.7K0.0%ETFMediumClearwater, FL2026-11-04
Redhawk Wealth Advisors, Inc.
8,344$758.0K0.1%ETFHighMinneapolis, MN2026-10-14
Yoffe Investment Management, LLC
8,299$753.8K0.9%CoreVery LowLemoyne, PA2026-11-02
Natixis
8,209$745.7K0.0%GARPHighParis, India2026-11-06
Choreo, LLC
8,162$741.4K0.0%IndexLowRockford, IL2026-10-28
TD Private Client Wealth LLC
8,138$739.2K0.0%ETFLowNew York, NY2026-10-28
Endowment Wealth Management, Inc.
8,126$738.2K0.3%ETFMediumAppleton, WI2026-11-03
Daiwa Securities Group Inc.
7,947$721.9K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
US Bancorp \de\
7,756$704.6K0.0%IndexLowMinneapolis, MN2026-11-05
Brookstone Capital Management
7,723$701.6K0.0%ETFMediumWheaton, IL2026-10-22
Net Worth Advisory Group
7,657$691.1K0.2%GARPMediumSandy, UT2026-10-20
Arkansas Financial Group, Inc.
7,610$691.3K0.1%ETFVery LowLittle Rock, AR2026-10-26
EverSource Wealth Advisors, LLC
7,582$688.8K0.0%CoreMediumBirmingham, AL2026-11-04
Keystone Global Partners, LLC
7,551$685.9K0.2%ETFMediumDenver, CO2026-10-13
Wealthcare Advisory Partners LLC
7,459$677.6K0.0%ETFLowWest Chester, PA2026-10-21
Certuity, LLC
7,276$661.0K0.0%GARPLowNorth Palm Beach, FL2026-11-02
American Financial & TAX Strategies Inc
7,139$648.5K0.3%ETFVery LowNew York, NY2026-10-16
Blue Fin Capital, Inc.
7,121$646.9K0.1%GrowthVery LowWarren, RI2026-10-28
UMB Bank, n.a.
7,075$642.7K0.0%CoreLowKansas City, MO2026-11-06
StoneX Group Inc.
6,901$637.4K0.0%ETFMediumNew York, NY2026-11-03
Richardson Financial Services Inc.
6,772$615.2K0.3%GrowthMediumMedway, MA2026-10-30
Rockingstone Advisors LLC
6,732$611.5K0.2%GrowthLowGreat Barrington, MA2026-10-16
Indivisible Partners
6,439$584.9K0.0%GrowthMediumClearwater, FL2026-10-26
Prospera Financial Services Inc
6,131$564.5K0.0%CoreMediumDallas, TX2026-11-04
Zinnia Wealth Advisory, LLC
6,075$551.9K0.5%GrowthHighOcala, FL2026-11-06
Verdence Capital Advisors LLC
5,880$534.1K0.0%CoreMediumHunt Valley, MD2026-10-26
Diversify Wealth Management, LLC
5,874$539.3K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
5,874$539.3K0.0%GrowthLowSandy, UT2026-10-20
AdvisorNet Financial, Inc
5,865$534.9K0.0%ETFLowMinnetonka, MN2026-10-15
Cutler Investment Counsel LLC
5,628$511.2K0.0%CoreLowJacksonville, OR2026-10-28
Navigation Wealth Management, Inc.
5,610$511.0K0.8%ETFLowFort Collins, CO2026-11-03
4J Wealth Management LLC
5,591$507.9K0.2%ETFMediumMclean, VA2026-11-02
ARK & TLK Investments, LLC
5,516$501.1K0.1%ETFLowOklahoma City, OK2026-10-20
Cohen Investment Advisors LLC
5,498$499.4K0.2%CoreVery LowBedford, NH2026-10-20
Activest Wealth Management
5,303$481.7K0.1%ETFLowAventura, FL2026-10-15
McAdam, LLC
5,259$477.7K0.0%ETFLowPhiladelphia, PA2026-10-21
First Horizon Corp
5,153$468.1K0.0%CoreLowMemphis, TN2026-10-26
Horst & Graben Wealth Management LLC
4,949$449.5K0.1%ETFMediumPortland, OR2026-11-02
Verus Capital Partners, LLC
4,936$448.3K0.0%GrowthLowScottsdale, AZ2026-11-03
Insight Advisors, LLC/ PA
4,857$441.3K0.1%ETFMediumNewtown, PA2026-10-22
Sculati Wealth Management, LLC
4,848$441.6K0.1%CoreLowBloomfield Hills, MI2026-10-19
Strategic Blueprint, LLC
4,825$438.3K0.0%ETFLowAtlanta, GA2026-10-22
Pinnacle Financial Group, LLC / IL
4,771$433.4K0.1%ETFVery LowWestern Springs, IL2026-10-29
Sterling Investment Counsel, LLC
4,771$433.4K0.1%GrowthLowBuffalo, NY2026-10-19
RFG Advisory, LLC
4,758$432.2K0.0%ETFMediumBirmingham, AL2026-11-03
HCR Wealth Advisors
4,712$428.0K0.0%GrowthLowLos Angeles, CA2026-10-15
Koshinski Asset Management, Inc.
4,586$416.6K0.0%ETFLowDecatur, IL2026-10-29
Old National Bancorp
4,519$410.5K0.0%CoreLowEvansville, IN2026-10-20
Quad-Cities Investment Group, LLC
4,364$396.4K0.1%CoreLowDavenport, IA2026-10-16
Sharkey, Howes & Javer
4,292$389.9K0.0%ETFMediumDenver, CO2026-10-22
Plan A Wealth LLC
4,235$384.8K0.1%CoreLowLincoln, NE2026-10-08
Montecito Bank & Trust
4,199$381.4K0.1%GrowthVery LowSanta Barbara, CA2026-10-01
Waystone Advisors LLC
4,192$404.3K0.3%ETFLowRedmond, WA2026-10-16
Wagner Wealth Management, Corp
4,131$375.3K0.3%ETFHighConyngham, PA2026-10-20
Orba Wealth Advisors, L.L.C.
4,128$375.0K0.3%ETFMediumChicago, IL2026-10-23
Private Trust Co NA
3,916$355.7K0.0%CoreLowCleveland, OH2026-10-20
Dynamic Advisor Solutions LLC
3,884$352.8K0.0%ETFLowPhoenix, AZ2026-10-13
CoreCap Advisors, LLC
3,819$346.9K0.0%ETFMediumSouthfield, MI2026-10-08
Wespac Advisors, LLC
3,790$344.3K0.2%ETFHighOrinda, CA2026-10-26
Prime Capital Investment Advisors, LLC
3,778$343.2K0.0%ETFLowOverland Park, KS2026-10-20
Avior Wealth Management, LLC
3,776$343.0K0.0%ETFMediumOmaha, NE2026-10-13
Sterling Financial Planning, Inc.
3,776$343.0K0.1%ETFVery LowSparta, NJ2026-10-28
Endeavor Private Wealth, Inc.
3,774$342.8K0.1%ETFMediumTopeka, KS2026-11-05
LFA - Lugano Financial Advisors SA
3,711$337.1K0.2%ETFLowLugano, Switzerland2026-11-03
Apeiron RIA LLC
3,710$334.9K0.1%ETFMediumDallas, TX2026-10-08
Pinion Investment Advisors, LLC
3,621$328.9K0.1%ETFLowWichita, KS2026-11-04
Farmers & Merchants Trust Co of Chambersburg PA
3,493$3170.0%GARPLowChambersburg, PA2026-10-14
TSA Wealth Managment LLC
3,468$315.0K0.1%ETFMediumHouston, TX2026-10-22
Arwa LLC
3,431$313.1K0.1%ETFMediumFort Worth, TX2026-10-21
Rossby Financial, LCC
3,407$309.5K0.0%ETFMediumMelbourne, FL2026-11-05
First Citizens Bank & Trust Co
3,370$306.1K0.0%CoreMediumRaleigh, NC2026-10-14
Tennessee Valley Asset Management Partners
3,349$304.3K0.0%ETFLowKnoxville, TN2026-11-03
Americana Partners, LLC
3,340$303.4K0.0%CoreMediumHouston, TX2026-10-28
Stewardship Advisors, LLC
3,329$302.4K0.1%ETFMediumMount Joy, PA2026-10-20
Advus Financial Partners, LLC
3,290$298.9K0.1%ETFLowWinter Park, FL2026-10-20
IPG Investment Advisors LLC
3,283$298.2K0.0%CoreMediumSan Diego, CA2026-10-30
Finley Financial, LLC
3,240$292.4K0.1%ETFVery LowLas Vegas, NV2026-10-28
Wedbush Securities Inc
3,216$2920.0%CoreLowPasadena, CA2026-10-22
Creative Financial Designs Inc
3,193$290.1K0.0%ETFMediumKokomo, IN2026-11-04
LexAurum Advisors, LLC
3,175$288.4K0.0%ETFLowOverland Park, KS2026-10-19
4Thought Financial Group Inc.
3,135$284.8K0.1%ETFLowSyosset, NY2026-11-02
Integris Wealth Management, LLC
3,083$280.0K0.1%ETFVery LowMonterey, CA2026-10-14
Advisory Solutions Group, LLC
3,061$278.1K0.1%ETFN/APlymouth, MN2026-10-14
Vericrest Private Wealth
3,033$275.6K0.2%ETFLowNewtown, PA2026-10-21
Gamma Investing LLC
3,012$273.6K0.0%IndexVery LowFoster City, CA2026-10-08
Form Wealth Advisors, LLC
2,980$270.7K0.0%ETFMediumLake Geneva, WI2026-10-13
Center For Asset Management LLC
2,978$270.6K0.1%ETFMediumPalm Beach Gardens, FL2026-10-16
Brown Wealth Management, LLC
2,963$269.1K0.1%ETFMediumNaperville, IL2026-10-20
One Way Holdings LLC
2,935$266.6K0.0%CoreMediumFlower Mound, TX2026-10-29
Walled Lake Planning & Wealth Management, LLC
2,930$266.2K0.1%ETFLowHighland Park, IL2026-10-29
Legacy Edge Advisors, LLC
2,863$260.1K0.0%ETFVery LowSyosset, NY2026-11-06
J.W. Cole Advisors, Inc.
2,856$259.4K0.0%IndexLowTampa, FL2026-11-05
Creekside Partners
2,810$255.2K0.1%ETFVery LowPetaluma, CA2026-11-04
Davidson Trust Co
2,802$254.5K0.1%CoreLowSeattle, WA2026-10-09
Perigon Wealth Management, LLC
2,772$251.8K0.0%GrowthLowSan Francisco, CA2026-10-22
Beacon Financial Group
2,742$249.1K0.0%ETFMediumDallas, TX2026-10-19
Patriot Financial Group Insurance Agency, LLC
2,727$247.7K0.0%GrowthLowWalpole, MA2026-10-14
XY Planning Network, Inc.
2,722$247.3K0.0%ETFLowBozeman, MT2026-10-14
ASL Financial, LLC
2,714$246.5K0.2%ETFVery LowLos Gatos, CA2026-10-15
Sage Advisory Services, Ltd.Co.
2,687$244.0K0.1%ETFMediumAustin, TX2026-10-29
KG Capital Management
2,670$242.5K0.1%CoreLowSt. Francisville, LA2026-10-15
HF Advisory Group, LLC
2,665$242.1K0.1%ValueLowAnnapolis, MD2026-10-09
Pinnacle Wealth Planning Services, Inc.
2,652$240.9K0.0%GARPLowMansfield, OH2026-10-27
Cypress Wealth Services, LLC
2,631$239.2K0.0%ETFLowPalm Desert, CA2026-10-21
International Assets Investment Management, LLC
2,601$234.8K0.0%CoreVery HighOrlando, FL2026-11-02
Axxcess Wealth Management, LLC
2,526$229.4K0.0%CoreLowCarlsbad, CA2026-10-21
Retirement Planning Group, LLC
2,505$227.6K0.0%ETFVery LowLeawood, KS2026-10-19
Trust Point Inc.
2,500$227.1K0.0%CoreMediumLa Crosse, WI2026-10-27
Flywheel Private Wealth LLC
2,448$222.4K0.1%ETFVery LowLos Altos, CA2026-11-02
Larson Financial Group LLC
2,371$215.3K0.0%GrowthLowSt Louis, MO2026-11-05
LifeGoal Investments, LLC
2,367$215.0K0.1%ETFLowSaratoga Springs, NY2026-10-09
Revolve Wealth Partners, LLC
2,365$214.8K0.0%ETFVery LowHackensack, NJ2026-10-23
Pinkerton Wealth, LLC
2,340$212.6K0.0%CoreHighCoeur D Alene, ID2026-10-29
Laurel OAK Wealth Management, LLC
2,321$210.8K0.0%GrowthLowMarlton, NJ2026-10-19
Centurion Wealth Management LLC
2,320$210.7K0.1%ETFMediumMclean, VA2026-10-13
SAX Wealth Advisors, LLC
2,305$209.4K0.0%ETFVery LowParsippany, NJ2026-10-13
Claro Advisors Inc.
2,302$209.1K0.0%CoreLowBoston, MA2026-11-02
Cyndeo Wealth Partners, LLC
2,242$203.7K0.0%CoreMediumSt. Petersburg, FL2026-10-16
HB Wealth Management, LLC
2,216$201.3K0.0%IndexVery LowAtlanta, GA2026-10-23
Sigma Planning Corp
2,207$200.7K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Balefire, LLC
2,207$200.5K0.0%ETFMediumDallas, TX2026-10-09
Guidance Capital, Inc
2,190$201.0K0.0%ETFMediumLousville, KY2026-11-03
Allworth Financial LP
2,176$209.8K0.0%IndexLowFolsom, CA2026-11-06
United Community Bank
2,110$191.7K0.1%CoreLowGreenville, SC2026-10-28
City Holding Co
1,750$159.0K0.0%CoreLowCharleston, WV2026-10-19
Eastern Bank
1,721$156.3K0.0%GrowthMediumBoston, MA2026-10-05
Breakwater Investment Management
1,656$150.4K0.0%ETFLowSeattle, WA2026-10-20
Mosley Wealth Management
1,601$147.0K0.0%ETFHighAnaheim, CA2026-10-16
TD Waterhouse Canada Inc.
1,576$142.3K0.0%CoreLowToronto, Australia2026-10-16
Pflug Koory, LLC
1,576$143.2K0.1%CoreVery LowOmaha, NE2026-10-26
Latitude Advisors, LLC
1,519$138.0K0.0%ETFLowYorkville, IL2026-10-27
Clearstead Advisors, LLC
1,426$129.5K0.0%ETFLowCleveland, OH2026-11-06
AlphaCentric Advisors LLC
1,415$128.5K0.1%CoreHighSan Juan, PR2026-11-03
Westside Investment Management, Inc.
1,371$124.6K0.0%GrowthLowSanta Monica, CA2026-11-02
Versant Capital Management, Inc
1,265$114.9K0.0%GARPLowPhoenix, AZ2026-10-02
Lanark Financial, Inc.
1,204$109.4K0.0%CoreMediumBirmingham, AL2026-10-26
Pacifica Partners Inc.
1,186$107.0K0.0%CoreLowSurrey, South Africa2026-10-09
Barrett & Company, Inc.
1,170$106.2K0.0%ETFLowProvidence, RI2026-10-22
Glass Jacobson Investment Advisors llc
1,066$96.8K0.0%ETFLowOwings Mills, MD2026-10-26
Barnes Dennig Private Wealth Management LLC
1,046$95.0K0.1%CoreLowCincinnati, OH2026-10-30
Gilpin Wealth Management, LLC
1,039$94.4K0.1%GrowthLowDenver, CO2026-10-09
PFS Partners, LLC
981$89.1K0.0%ETFVery LowMine Hill, NJ2026-10-21
Hyposwiss Advisors SA
975$88.6K0.1%ETFLowGeneva, Switzerland2026-10-26
Tsfg, LLC
867$790.0%ETFLowLake Forest, IL2026-10-23
First United Bank & Trust
835$75.9K0.0%CoreLowOakland, MD2026-10-22
Sunrise Financial Services, LLC
829$75.3K0.0%ETFMediumBurien, WA2026-10-21
Blue Trust, Inc.
769$69.9K0.0%ETFLowBrentwood, TN2026-10-15
Wolff Wiese Magana LLC
666$60.5K0.0%GrowthLowCarslbad, CA2026-10-15
Mcdonald Partners LLC
650$59.0K0.0%CoreLowCleveland, OH2026-11-03
Three Bridge Wealth Advisors, LLC
606$55.0K0.0%ETFLowLos Altos, CA2026-11-05
American National Bank & Trust
590$53.6K0.0%CoreVery LowWichita Falls, TX2026-10-07
Central Pacific Bank - Trust Division
570$51.8K0.0%CoreMediumHonolulu, HI2026-10-06
Sava Infond d.o.o.
550$50.0K0.0%Agg GrowthLowMaribor, Andorra2026-10-28
Cape Investment Advisory, Inc.
536$48.7K0.0%ETFLowMcdonough, GA2026-10-13
Root Financial Partners, LLC
534$48.5K0.0%ETFMediumEncinitas, CA2026-10-21
Olistico Wealth, LLC
525$47.7K0.0%GrowthVery LowTulsa, OK2026-10-05
Pioneer Family Office, LLC
525$47.7K0.0%ETFMediumNorth Miami Beach, FL2026-10-30
Pinnacle Bancorp, Inc.
509$46.2K0.0%CoreVery LowBeatrice, NE2026-10-21
Capital Investment Counsel, Inc
470$42.7K0.0%GrowthVery LowRaleigh, NC2026-10-20
Nfsg Corp
445$40.4K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Golden State Wealth Management, LLC
412$37.5K0.0%ETFMediumSanta Ana, CA2026-11-02
WPG Advisers, LLC
406$36.9K0.0%CoreLowBaltimore, MD2026-10-27
Virginia Estate & Retirement Planning Advisors Inc.
401$36.4K0.0%ETFLowGlen Allen, VA2026-10-14
Evolution Wealth Management Inc.
390$35.4K0.0%ETFMediumFort Myers, FL2026-10-28
Harbor Investment Advisory, LLC
387$35.2K0.0%GrowthLowLutherville, MD2026-10-13
Compass Financial Management LLC
360$32.7K0.0%CoreN/ATampa, FL2026-10-30
West Branch Capital LLC
335$30.4K0.0%GrowthVery LowAmherst, MA2026-10-20
Capital Investment Advisory Services, LLC
331$30.1K0.0%CoreMediumRaleigh, NC2026-10-30
Nova Financial LLC
315$28.6K0.0%N/AN/ATucson, AZ2026-11-04
Balance Wealth Partners LLC
303$27.5K0.0%ETFMediumWorthington, OH2026-10-27
MassMutual Private Wealth & Trust, FSB
300$27.3K0.0%CoreLowSpringfield, MA2026-10-05
Cassaday & Co Wealth Management LLC
287$26.1K0.0%ETFVery LowMclean, VA2026-10-27
Elevation Wealth Partners, LLC
281$25.5K0.0%ETFLowWalnut Creek, CA2026-10-07
Fiduciary Advisors, Inc.
269$24.4K0.0%ETFLowSt. Louis, MO2026-10-16
Buck Wealth Strategies, LLC
267$24.3K0.0%ValueMediumDenver, CO2026-10-28
Cullen T Bankers, Inc.
263$23.9K0.0%GrowthLowSan Antonio, TX2026-10-28
Ameliora Wealth Management Ltd.
250$22.7K0.0%ETFLowZurich, Switzerland2026-10-23
Key FInancial Inc
249$22.6K0.0%ETFLowWest Chester, PA2026-11-02
Dynamic Wealth Strategies, LLC
210$19.1K0.0%ETFLowGranite Bay, CA2026-10-16
Cherry Tree Wealth Management, LLC
209$19.0K0.0%ETFVery LowMinnetonka, MN2026-10-15
Bayban
207$20.0K0.0%ValueLowBayport, MN2026-11-05
Wilmington Savings Fund Society, FSB
206$18.7K0.0%CoreLowWilmington, DE2026-10-23
Winch Advisory Services, LLC
202$18.3K0.0%GrowthVery LowAppleton, WI2026-11-06
Armstrong Advisory Group, Inc
201$18.3K0.0%ETFHighNeedham, MA2026-10-09
Angeles Wealth Management, LLC
199$18.1K0.0%ETFLowSanta Monica, CA2026-10-26
Blueline Advisors LLC
193$17.5K0.0%ETFLowExeter, NH2026-10-15
Downshift Financial, LLC
190$17.3K0.0%ETFLowBoulder, CO2026-10-13
Ascentis Wealth Management, LLC
183$16.7K0.0%Agg GrowthLowDallas, TX2026-11-03
Hurley Capital, LLC
154$14.0K0.0%GARPMediumNew York, NY2026-11-05
First Financial Corp
145$13.2K0.0%CoreVery LowTerre Haute, IN2026-10-13
Tompkins Financial Corp
142$12.9K0.0%CoreLowIthaca, NY2026-10-05
Triumph Capital Management
130$11.8K0.0%ETFMediumDenver, CO2026-10-14
Farmers & Merchants Investments Inc
128$11.6K0.0%CoreVery LowLincoln, NE2026-10-22
Avion Wealth
121$100.0%ETFLowThe Woodlands, TX2026-11-04
Trust Co
116$10.5K0.0%ETFVery LowManhattan, KS2026-10-09
Brown, Lisle Ings, Inc.
116$10.5K0.0%CoreVery LowProvidence, RI2026-10-16
Bangor Savings Bank
115$10.4K0.0%ETFLowBangor, ME2026-10-06
Russell Investments Group, Ltd.
112$10.2K0.0%CoreLowSeattle, WA2026-11-06
EPG Wealth Management LLC
107$9.7K0.0%GrowthLowAtlanta, GA2026-11-03
North Star Investment Management Corp.
100$9.1K0.0%CoreLowChicago, IL2026-10-27
Friedenthal Financial
97$8.8K0.0%ETFHighMarlton, NJ2026-10-27
Financial Management Professionals, Inc.
96$8.7K0.0%ETFMediumAustin, TX2026-10-23
Ares Financial Consulting, LLC
92$8.4K0.0%CoreLowCalabasas, CA2026-10-19
Silver Grove Financial Group, Inc.
89$8.0K0.0%CoreMediumOrchard Park, NY2026-11-05
Signature Equity Partners, LLC
88$8.0K0.0%GrowthMediumColumbus, OH2026-10-29
Meriwether Wealth & Planning, LLC
88$8.0K0.0%ETFMediumMinden, LA2026-10-13
Smallwood Wealth Investment Management, LLC
81$7.4K0.0%ETFVery LowRed Bank, NJ2026-10-30
GK Wealth Management LLC
81$7.4K0.0%GARPVery HighReno, NV2026-10-09
Boyd Watterson Asset Management LLC
80$7.3K0.0%CoreLowCleveland, OH2026-11-06
Toth Financial Advisory Corp
67$6.1K0.0%CoreLowLeesburg, VA2026-10-08
Nemes Rush Group LLC
63$5.7K0.0%CoreVery LowNovi, MI2026-11-04
Rydar Equities, Inc.
54$4.9K0.0%CoreVery LowWeatherford, TX2026-10-13
Transce3nd, LLC
53$4.8K0.0%GrowthLowBuda, TX2026-10-26
Parkside Financial Bank & Trust
51$4.6K0.0%CoreVery LowSaint Louis, MO2026-10-27
AlphaCore Capital LLC
51$4.6K0.0%ETFLowLa Jolla, CA2026-11-04
Hilltop National Bank
50$4.5K0.0%CoreLowCasper, WY2026-10-14
Plante Moran Financial Advisors, LLC
45$4.1K0.0%ETFVery LowSouthfield, MI2026-11-04
Kingdom Financial Group Llc.
42$3.8K0.0%ETFMediumPeoria, AZ2026-11-04
Lloyd Advisory Services, Llc.
41$3.7K0.0%ETFVery HighSuwanee, GA2026-11-02
Allspring Global Investments Holdings, LLC
35$3.1K0.0%CoreMediumCharlotte, NC2026-11-04
Rakuten Securities, Inc.
32$2.9K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Advocate Investing Services LLC
31$2.8K0.0%ETFLowWoodbine, MD2026-10-26
Networth Advisors, LLC
30$2.7K0.0%ETFMediumCanonsburg, PA2026-11-03
Reap Financial Group, LLC
29$2.6K0.0%ETFLowAustin, TX2026-11-02
Investors Research Corp
29$2.6K0.0%ETFLowAtlanta, GA2026-10-07
Jacobi Capital Management LLC
22$2.0K0.0%CoreLowPittston, PA2026-11-05
Towne Trust Company, N.a
18$1.6K0.0%CoreLowNewport News, VA2026-10-28
Hilton Head Capital Partners, LLC
17$1.5K0.0%CoreMediumHilton Head Island, SC2026-10-23
Signaturefd, LLC
15$1.3K0.0%IndexLowAtlanta, GA2026-10-23
Financial Network Wealth Advisors LLC
15$1.4K0.0%ETFLowMurray, UT2026-10-28
Trust Co of Toledo NA
11$9990.0%GrowthVery LowHolland, OH2026-10-16
Signature Resources Capital Management, LLC
10$9080.0%ETFLowNewport Beach, CA2026-10-16
Asset Dedication, LLC
10$9090.0%ETFLowSan Francisco, CA2026-11-03
Kings Path Partners LLC
9$8180.0%ETFVery LowSugar Land, TX2026-10-21
PayPay Securities Corp
9$8180.0%CoreMediumTokyo, Mexico2026-10-27
Moisand Fitzgerald Tamayo, LLC
8$7270.0%ETFVery LowOrlando, FL2026-10-15
Raleigh Capital Management Inc.
7$6530.0%CoreMediumCary, NC2026-10-28
Abound Wealth Management
7$6590.0%ETFVery LowFranklin, TN2026-10-26
Vision Financial Markets LLC
6$4920.0%CoreLowStamford, CT2026-10-22
Portfolio Resources Advisor Group, Inc.
6$5520.0%ETFMediumCoral Gables, FL2026-10-20
Spurstone Advisory Services, LLC
6$5420.0%CoreLowHigganum, CT2026-11-02
Quaker Wealth Management, LLC
6$5460.0%ETFMediumMoorestown, NJ2026-10-22
Gables Capital Management Inc.
6$5450.0%GrowthVery LowMiami, FL2026-11-04
Salomon & Ludwin, LLC
6$5450.0%ETFVery LowRichmond, VA2026-10-29
MTM Investment Management, LLC
5$4540.0%CoreVery LowSpartanburg, SC2026-10-30
American Capital Advisory, LLC
5$4550.0%ETFLowKetchum, ID2026-10-28
Retirement Wealth Solutions LLC
5$4140.0%ETFLowMarshfield, WI2026-10-07
MJT & Associates Financial Advisory Group, Inc.
4$3640.0%ETFLowMontevideo, MN2026-10-07
Birch Financial Group, LLC
4$3420.0%CoreLowKeene, NH2026-10-27
NBT Bank, N.A.
3$2730.0%CoreLowNorwich, NY2026-10-21
Register Financial Advisors LLC
3$2730.0%GARPLowAtlanta, GA2026-10-23
Realta Investment Advisors
3$2730.0%GrowthMediumWilmington, DE2026-10-14
Bear Mountain Capital, Inc.
3$2290.0%ETFLowSeattle, WA2026-11-04
Concord Wealth Partners
2$1470.0%GrowthLowAbingdon, VA2026-11-02
Inspire Investing, LLC
1$700.0%GARPHighMeridian, ID2026-10-22
UMB Private Wealth Management, LLC
1$910.0%GrowthN/AKansas City, MO2026-10-19
Markowski Investments
1$420.0%ETFN/ATampa, FL2026-10-30
Horizon Financial Services, LLC
0$00.0%ETFLowWinston Salem, NC2026-11-04