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Ishares National Muni Bond E (MUB)

CUSIP: 464288414 | NYSE | 3396 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AFMR LLC34,605,4827.5%New 5%+ stakeSep 30, 202692d ahead of 13F (22,787,508 sh) · +11,817,974
13G/AFMR LLC34,605,482
7.5% of class · Sep 30, 2026New 5%+ stake
92d ahead of 13F (22,787,508 sh) · +11,817,974

Institutional Holders — Q3 2026

Creative Planning15,543,077
0.9% of portfolio›$1.6B
Bank of New York Mellon Corp7,709,175
0.1% of portfolio›$779.4M
US Bancorp \de\5,284,979
0.6% of portfolio›$534.3M
Assetmark, Inc3,469,360
0.6% of portfolio›$350.8M
Commonwealth Equity Services, LLC2,766,216
0.4% of portfolio›$279.7M
Orgel Wealth Management, LLC2,526,062
4.8% of portfolio›$255.4M
Facet Wealth, Inc.2,268,668
2.9% of portfolio›$229.4M
Park Avenue Securities LLC1,517,444
0.0% of portfolio›$153.4K
Wedmont Private Capital1,235,371
3.0% of portfolio›$124.5M
Citigroup Inc1,216,494
0.0% of portfolio›$123.0M
Truist Financial Corp1,039,321
0.1% of portfolio›$105.1M
Choreo, LLC928,560
1.0% of portfolio›$93.9M
Signaturefd, LLC916,984
1.2% of portfolio›$92.7M
Wealth Enhancement Advisory Services, LLC733,107
0.1% of portfolio›$73.9M
Sofi Wealth, LLC732,272
2.9% of portfolio›$74.0M
Farther Finance Advisors, LLC705,609
0.5% of portfolio›$71.3M
Prime Capital Investment Advisors, LLC687,661
0.7% of portfolio›$69.5M
Foster Group, Inc.673,637
1.8% of portfolio›$68.1M
Forvis Mazars Wealth Advisors, LLC656,492
1.1% of portfolio›$66.4M
Kestra Investment Management, LLC643,393
1.2% of portfolio›$65.0M
Kestra Advisory Services, LLC605,173
0.2% of portfolio›$61.2M
Cliftonlarsonallen Wealth Advisors, LLC591,044
0.8% of portfolio›$59.8M
Gradient Investments LLC551,931
0.8% of portfolio›$55.8M
Wealthcare Advisory Partners LLC547,760
0.9% of portfolio›$55.4M
Retirement Investment Advisors, Inc.544,238
3.9% of portfolio›$55.0M
Crestwood Advisors Group, LLC520,866
0.8% of portfolio›$52.7M
Thrivent Financial for Lutherans509,114
0.2% of portfolio›$51.6M
Rockwood Wealth Management, LLC449,668
2.7% of portfolio›$45.5M
Cahaba Wealth Management, Inc.425,586
2.6% of portfolio›$43.0M
Liquid Strategies, LLC423,570
4.7% of portfolio›$42.8M
Cambridge Investment Research Advisors, Inc.420,625
0.0% of portfolio›$42.5K
Ascent Group, LLC414,487
1.3% of portfolio›$41.9M
JFS Wealth Advisors, LLC409,259
2.1% of portfolio›$41.4M
Charles Schwab Trust Co399,584
2.3% of portfolio›$40.4M
Schneider Downs Wealth Management Advisors, LP379,930
3.6% of portfolio›$38.4M
Cardinal Point Capital Management ULC373,539
2.1% of portfolio›$37.8M
Parcion Private Wealth LLC348,153
1.9% of portfolio›$35.2M
Vise Technologies, Inc.344,694
0.3% of portfolio›$34.8M
Trust Co331,253
2.9% of portfolio›$33.5M
Sagespring Wealth Partners, LLC325,960
0.5% of portfolio›$33.0M
New York Life Investment Management LLC321,574
0.2% of portfolio›$32.5M
Wesbanco Bank Inc319,974
1.1% of portfolio›$32.3M
Balentine LLC319,698
1.2% of portfolio›$32.3M
Legacy Private Trust Co.314,808
1.7% of portfolio›$31.8M
Avantax Planning Partners, Inc.313,854
0.8% of portfolio›$31.7M
Aspiriant, LLC294,198
0.7% of portfolio›$29.7M
TD Private Client Wealth LLC285,990
0.5% of portfolio›$28.9M
Atlatl Advisers LLC271,730
6.5% of portfolio›$27.5M
Ackerman Capital Advisors, LLC269,537
5.3% of portfolio›$27.3M
Salomon & Ludwin, LLC262,739
2.2% of portfolio›$26.6M
Global Strategic Investment Solutions, LLC261,197
2.3% of portfolio›$26.4M
CX Institutional253,468
0.7% of portfolio›$25.6K
Unique Wealth, LLC235,087
2.7% of portfolio›$23.8M
Gamma Investing LLC221,161
0.8% of portfolio›$22.4M
Modera Wealth Management, LLC219,015
0.2% of portfolio›$22.1M
Brown Wealth Management, LLC211,411
4.7% of portfolio›$21.4M
Black Diamond Financial, LLC208,388
1.8% of portfolio›$21.1M
Waldron Private Wealth LLC207,994
0.7% of portfolio›$21.0M
Morton Brown Family Wealth, LLC207,197
4.7% of portfolio›$20.9M
Triad Wealth Partners, LLC205,696
1.1% of portfolio›$20.8M
North Star Investment Management Corp.205,451
1.1% of portfolio›$20.8M
Apella Capital, LLC200,528
0.3% of portfolio›$20.2M
First Citizens Bank & Trust Co195,475
0.3% of portfolio›$19.8M
Capital Asset Advisory Services LLC190,202
0.7% of portfolio›$19.6M
Symmetry Partners, LLC189,786
1.0% of portfolio›$19.2M
Perigon Wealth Management, LLC188,569
0.3% of portfolio›$19.1M
Stairway Partners, LLC188,555
0.9% of portfolio›$19.1M
Revolve Wealth Partners, LLC187,229
2.0% of portfolio›$18.9M
BIP Wealth, LLC186,967
0.5% of portfolio›$18.9M
Waterway Wealth Management, LLC185,842
3.6% of portfolio›$18.8M
Robertson Stephens Wealth Management, LLC180,021
0.4% of portfolio›$18.2M
Confluence Wealth Services, Inc.176,206
0.5% of portfolio›$17.8M
RMR Wealth Builders172,822
1.0% of portfolio›$17.5M
Brookstone Capital Management172,228
0.2% of portfolio›$17.4M
Resonant Capital Advisors, LLC171,590
0.8% of portfolio›$17.3M
Plante Moran Financial Advisors, LLC166,211
0.8% of portfolio›$16.8M
Regions Financial Corp166,174
0.1% of portfolio›$16.8M
Avior Wealth Management, LLC165,472
0.4% of portfolio›$16.7M
Aspen Wealth Management LLC163,831
2.6% of portfolio›$16.6M
Allspring Global Investments Holdings, LLC159,113
0.0% of portfolio›$16.2M
Diversify Advisory Services, LLC158,179
0.2% of portfolio›$16.2M
Diversify Wealth Management, LLC158,179
0.2% of portfolio›$16.2M
RTD Financial Advisors, Inc.155,559
1.7% of portfolio›$15.7M
Towercrest Capital Management150,731
2.2% of portfolio›$15.2M
Single Point Partners, LLC150,031
2.7% of portfolio›$15.2M
Altura Wealth Advisors Inc.147,259
4.6% of portfolio›$14.9M
Atria Investments, Inc146,164
0.1% of portfolio›$14.8M
Citizens Financial Group Inc145,325
0.2% of portfolio›$14.7M
Stage Harbor Financial, LLC144,113
8.3% of portfolio›$14.6M
Imc-Chicago, LLC140,953
0.0% of portfolio›$14.3M
Compound Planning, Inc.138,195
0.4% of portfolio›$14.0M
Ashton Thomas Private Wealth, LLC136,625
0.3% of portfolio›$13.8M
AMG National Trust Bank135,087
0.3% of portfolio›$13.7M
First Financial Bank - Trust Division134,957
1.0% of portfolio›$13.6M
Chesley Taft & Associates LLC134,801
0.5% of portfolio›$13.6M
May Hill Capital, LLC134,085
2.7% of portfolio›$13.6M
Simplex Trading, LLC133,229
0.0% of portfolio›$13.5M
City of London Investment Management Co LTD132,037
0.9% of portfolio›$13.3M
Lido Advisors, LLC130,616
0.0% of portfolio›$13.2M
Verus Wealth Management, LLC129,305
8.2% of portfolio›$13.1M
Crusonia Wealth Advisors LLC129,179
2.0% of portfolio›$13.1M
Vicus Capital128,652
0.8% of portfolio›$13.0M
Colony Family Offices, LLC127,793
3.0% of portfolio›$12.9M
Rinkey Investments127,395
3.1% of portfolio›$12.9M
Brooklyn FI, LLC127,182
2.0% of portfolio›$13.3M
Integrated Advisors Network LLC122,830
0.6% of portfolio›$12.4M
Kestra Private Wealth Services, LLC120,700
0.1% of portfolio›$12.2M
Simplicity Wealth,LLC119,752
0.4% of portfolio›$12.1M
Global Wealth Strategies & Associates115,195
2.1% of portfolio›$11.6M
Diversified Enterprises, LLC114,459
0.5% of portfolio›$11.6M
Wealthcare Capital Management LLC114,200
1.3% of portfolio›$11.5M
CWA Asset Management Group, LLC114,171
0.3% of portfolio›$11.5M
Nisa Investment Advisors, LLC113,545
0.0% of portfolio›$11.5M
Tenret Co LLC111,749
4.9% of portfolio›$11.3M
PDS Planning, Inc108,960
0.6% of portfolio›$11.0M
Veery Capital, LLC106,827
2.9% of portfolio›$10.8M
Martel Wealth Advisors LLC106,576
1.7% of portfolio›$10.8M
Angeles Wealth Management, LLC104,905
0.5% of portfolio›$10.6M
Wrenne Financial Planning LLC104,279
3.5% of portfolio›$10.5M
Apeiron RIA LLC103,916
2.4% of portfolio›$10.5M
Albion Financial Group103,354
0.6% of portfolio›$10.4M
Stone House Investment Management, LLC101,238
1.3% of portfolio›$10.2M
Founders Financial Securities LLC100,902
0.5% of portfolio›$10.2M
Leonard Rickey Investment Advisors P.L.L.C.100,900
1.6% of portfolio›$10.2M
Level Wealth Management LLC98,858
3.8% of portfolio›$10.0M
JB Capital LLC97,339
0.3% of portfolio›$9.8M
Brandywine OAK Private Wealth LLC97,268
0.7% of portfolio›$9.8M
25 LLC96,468
2.7% of portfolio›$9.8M
Weitzel Financial Services, Inc.95,161
3.2% of portfolio›$9.7M
Aquire Wealth Advisors, LLC94,317
2.2% of portfolio›$9.5M
Proathlete Wealth Management LLC93,786
2.1% of portfolio›$9.5M
Alliance Wealth Management Group93,107
1.9% of portfolio›$9.4M
Patriot Investment Management Group, Inc.92,769
0.5% of portfolio›$9.4M
Saxon Interests, Inc.92,563
3.2% of portfolio›$9.4M
Mainsail Financial Group, LLC91,867
3.1% of portfolio›$9.3M
One Wealth Capital Management, LLC89,354
3.4% of portfolio›$9.0M
Mather Group, Llc.88,644
0.1% of portfolio›$9.0M
OpenArc Corporate Advisory, LLC87,638
0.1% of portfolio›$8.9M
Ullmann Wealth Partners Group, LLC87,395
0.8% of portfolio›$8.8M
Diversified Portfolios, Inc.86,673
0.6% of portfolio›$8.8M
Orin Green Financial, LLC85,688
3.3% of portfolio›$8.7M
BCO Wealth Management LLC84,853
4.6% of portfolio›$8.6M
Wealth Advisory Solutions, LLC81,254
1.7% of portfolio›$8.2M
Pines Wealth Management, LLC80,113
2.3% of portfolio›$8.1M
Slow Capital, Inc.77,422
0.9% of portfolio›$7.8M
Fulton Breakefield Broenniman LLC76,700
0.4% of portfolio›$7.8M
Harbor Group, Inc.76,549
0.9% of portfolio›$7.7M
Naples Global Advisors, LLC76,461
0.5% of portfolio›$7.7M
MLG Wealth Management DBA Pine Grove Financial Group76,162
0.7% of portfolio›$7.7M
Concurrent Investment Advisors, LLC75,412
0.1% of portfolio›$7.6M
HUB Investment Partners, LLC75,396
0.1% of portfolio›$7.6M
Watershed Private Wealth LLC73,114
2.0% of portfolio›$7.4M
IMPACTfolio, LLC72,886
2.7% of portfolio›$7.4M
Fiduciary Financial Group, LLC72,517
0.9% of portfolio›$7.3M
Bare Financial Services, Inc71,478
1.6% of portfolio›$7.2M
Aletheian Wealth Advisors LLC71,209
2.9% of portfolio›$7.2M
Legacy Financial Strategies, LLC70,836
1.2% of portfolio›$7.2M
Gerber Kawasaki Wealth & Investment Management70,560
0.2% of portfolio›$7.1M
Focus Financial Network, Inc.70,518
0.2% of portfolio›$7.1M
Presilium Private Wealth, LLC68,214
1.0% of portfolio›$6.9M
Cullen T Bankers, Inc.67,849
0.1% of portfolio›$6.9M
Hobart Private Capital, LLC67,689
1.2% of portfolio›$6.8M
Connecticut Wealth Management, LLC66,511
0.2% of portfolio›$6.7M
Sterling Investment Advisors, Ltd.66,489
1.1% of portfolio›$6.7M
Heck Capital Advisors, LLC66,367
0.4% of portfolio›$6.7M
Sterling Investment Counsel, LLC66,138
1.5% of portfolio›$6.7M
Prospect Financial Group LLC65,801
5.6% of portfolio›$6.7M
Mariner Investment Group LLC65,315
1.1% of portfolio›$6.6M
Advus Financial Partners, LLC64,984
1.9% of portfolio›$6.6M
Johnson Bixby & Associates, LLC64,431
0.7% of portfolio›$6.5M
Precedent Wealth Partners, LLC63,088
1.0% of portfolio›$6.4M
Kings Path Partners LLC62,822
1.7% of portfolio›$6.4M
Elyxium Wealth, LLC62,372
0.6% of portfolio›$6.3M
Sincerus Advisory, LLC61,729
4.1% of portfolio›$6.2M
Private Wealth Management Group, LLC61,365
1.4% of portfolio›$6.2M
Confluence Investment Management LLC60,834
0.1% of portfolio›$6.2M
San Luis Wealth Advisors LLC60,681
0.9% of portfolio›$6.1M
First Business Financial Services, Inc.59,706
0.5% of portfolio›$6.0M
Avant Financial Advisors LLC59,298
3.6% of portfolio›$6.0M
Somnio Financial Group, LLC59,015
3.6% of portfolio›$6.0M
AUA Capital Management, LLC58,591
2.8% of portfolio›$5.9M
Prospera Financial Services Inc58,303
0.1% of portfolio›$6.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management58,194
0.1% of portfolio›$5.9M
Prosperity Planning, Inc.57,885
1.3% of portfolio›$5.9M
Skyline Advisors, Inc.57,616
1.8% of portfolio›$5.8M
Daymark Wealth Partners, LLC57,197
0.1% of portfolio›$5.8M
Veratis Advisors, Inc.56,472
4.3% of portfolio›$5.7M
Gutierrez Wealth Advisory, LLC56,155
3.0% of portfolio›$5.7M
Westside Investment Management, Inc.55,299
0.7% of portfolio›$5.6M
Investment Partners, Ltd.54,572
0.9% of portfolio›$5.5M
Financial Planning Fort Collins, LLC53,603
4.0% of portfolio›$5.4M
K2 Financial Inc.53,200
3.7% of portfolio›$5.4M
Sovran Advisors, LLC52,762
0.4% of portfolio›$5.5M
Visionary Wealth Advisors52,733
0.2% of portfolio›$5.3M
Ironwood Wealth Management, Llc.52,472
1.1% of portfolio›$5.3M
Smart Wealth LLC51,882
1.1% of portfolio›$5.2M
Cardinal Strategic Wealth Guidance51,627
1.2% of portfolio›$5.2M
Midwest Trust Co51,409
0.1% of portfolio›$5.2M
Investment Research Partners LLC51,068
1.7% of portfolio›$5.2M
Thrive Wealth Management, LLC50,967
0.6% of portfolio›$5.2M
Capital Investment Services of America, Inc.50,879
0.5% of portfolio›$5.1M
Fifth Third Securities, Inc.50,879
0.3% of portfolio›$5.1M
Forza Wealth Management, LLC50,700
1.5% of portfolio›$5.1M
Detalus Advisors, LLC50,191
1.0% of portfolio›$5.1M
IFP Advisors, Inc49,862
0.1% of portfolio›$5.0M
Armor Investment Advisors, LLC49,855
1.6% of portfolio›$5.0M
Plancorp, LLC49,819
0.1% of portfolio›$5.2M
Conrad Siegel Investment Advisors, Inc.49,118
0.8% of portfolio›$5.0M
Fragasso Financial Advisors Inc48,677
0.2% of portfolio›$4.9M
Smith & Howard Wealth Management, LLC48,566
0.9% of portfolio›$4.9M
Davidson Investment Advisors47,921
0.2% of portfolio›$4.8M
Traveka Wealth, LLC47,692
1.5% of portfolio›$4.8M
Flagstone Financial Management47,206
1.0% of portfolio›$4.8M
Moller Wealth Partners45,892
0.9% of portfolio›$4.6M
HMS Capital Management, LLC45,764
1.8% of portfolio›$4.6M
Hassell Wealth Management, LLC45,655
1.4% of portfolio›$4.6M
LiftPoint Family Wealth Advisors LLC45,537
3.1% of portfolio›$4.6M
Motive Wealth Advisors45,510
1.8% of portfolio›$4.6M
Arkansas Financial Group, Inc.45,378
0.6% of portfolio›$4.6M
Exchange Bank45,151
2.8% of portfolio›$4.6M
Financial Life Advisors45,089
1.3% of portfolio›$4.6M
Blue Trust, Inc.45,080
0.0% of portfolio›$4.6M
Physician Wealth Solutions Inc.44,932
1.8% of portfolio›$4.5M
RFG Advisory, LLC44,787
0.1% of portfolio›$4.5M
MGO One Seven LLC44,492
0.1% of portfolio›$4.5M
StoneX Group Inc.44,153
0.2% of portfolio›$4.5M
Biltmore Family Office, LLC43,668
0.6% of portfolio›$4.4M
Insight Wealth Strategies, LLC43,626
0.4% of portfolio›$4.4M
Curbstone Financial Management Corp43,512
0.8% of portfolio›$4.4M
Cannon Financial Strategists, Inc.43,190
0.5% of portfolio›$4.4M
Carnegie Investment Counsel42,545
0.1% of portfolio›$4.3M
First National Trust Co42,455
0.1% of portfolio›$4.3M
Verus Capital Partners, LLC41,539
0.2% of portfolio›$4.2M
Galvin, Gaustad & Stein, LLC41,116
0.3% of portfolio›$4.2M
Cornerstone Planning Group LLC40,889
0.5% of portfolio›$4.1M
VestGen Advisors, LLC40,786
0.1% of portfolio›$4.1M
Acropolis Investment Management, LLC40,586
0.2% of portfolio›$4.1M
Durante & Waters, LLC40,191
2.6% of portfolio›$4.1M
Wealth Management Resources, Inc.40,028
1.3% of portfolio›$4.0M
Leeward Financial Partners, LLC39,979
1.0% of portfolio›$4.0M
Wedbush Securities Inc39,881
0.0% of portfolio›$4.0K
Vannoy Advisory Group, Inc.39,686
2.3% of portfolio›$4.0M
Sendero Wealth Management, LLC39,126
0.4% of portfolio›$4.0M
Sharkey, Howes & Javer38,486
0.5% of portfolio›$3.9M
Higgins & Schmidt Wealth Strategies LLC38,382
1.6% of portfolio›$3.9M
Able Wealth Management LLC38,381
0.9% of portfolio›$3.9M
One Advisory Partners, LLC38,263
1.0% of portfolio›$3.9M
Opus Capital Group, LLC38,104
0.0% of portfolio›$3.9K
Private Trust Co NA37,912
0.3% of portfolio›$3.8M
Life Planning Partners, Inc37,847
3.1% of portfolio›$3.8M
SAX Wealth Advisors, LLC37,754
0.1% of portfolio›$3.8M
Chicago Partners Investment Group LLC37,608
0.1% of portfolio›$3.9M
CFS Investment Advisory Services, LLC37,505
0.2% of portfolio›$3.8M
Annex Advisory Services, LLC37,127
0.1% of portfolio›$3.8M
Eagle Rock Investment Company, LLC36,946
0.5% of portfolio›$3.7M
Dodds Wealth, LLC36,846
0.8% of portfolio›$3.7M
AlphaCore Capital LLC36,831
0.1% of portfolio›$3.7M
RCS Financial Planning, LLC36,469
2.0% of portfolio›$3.7M
Alpine Bank Wealth Management36,255
0.5% of portfolio›$3.7M
Northside Capital Management, LLC36,007
0.3% of portfolio›$3.6M
Equita Financial Network, Inc.35,816
1.0% of portfolio›$3.6M
Petersen Hastings Wealth Advisors Inc.35,545
0.3% of portfolio›$3.6M
Joel Adams & Associates, Inc.35,471
2.3% of portfolio›$3.6M
Balefire, LLC35,404
0.6% of portfolio›$3.6M
Traphagen Investment Advisors LLC35,274
0.2% of portfolio›$3.6M
Greenspring Advisors, LLC35,037
0.2% of portfolio›$3.5M
Tassel Capital Management, Inc.34,788
1.7% of portfolio›$3.5M
Gen-Wealth Partners Inc34,735
1.0% of portfolio›$3.5M
Bernardo Wealth Planning LLC34,688
0.3% of portfolio›$3.5M
McNaughton Wealth Management, LLC34,322
1.2% of portfolio›$3.5M
Sentinel Pension Advisors, LLC33,747
0.4% of portfolio›$3.4M
Meridian Wealth Management, LLC33,709
0.1% of portfolio›$3.4M
Sigma Planning Corp33,625
0.1% of portfolio›$3.4M
Apollon Wealth Management, LLC33,551
0.0% of portfolio›$3.4M
MCF Advisors LLC33,485
0.1% of portfolio›$3.4M
McAdam, LLC33,404
0.1% of portfolio›$3.4M
Trinity Wealth Management, LLC33,278
1.1% of portfolio›$3.4M
Elevation Point Wealth Partners, LLC33,224
0.1% of portfolio›$3.4M
Paladin Wealth, LLC32,797
1.8% of portfolio›$3.3M
CGN Advisors LLC32,715
0.3% of portfolio›$3.3M
Bryn Mawr Trust Advisors, LLC32,715
0.1% of portfolio›$3.3M
Mccarter Private Wealth Services LLC32,383
1.1% of portfolio›$3.3M
Orrstown Financial Services Inc32,162
0.5% of portfolio›$3.3M
Smithbridge Asset Management Inc32,083
0.4% of portfolio›$3.2M
Ascentis Independent Advisors31,938
0.2% of portfolio›$3.2M
Joseph Group Capital Management31,909
0.6% of portfolio›$3.2M
Royal Harbor Partners, LLC31,852
1.0% of portfolio›$3.2M
Axxcess Wealth Management, LLC31,734
0.1% of portfolio›$3.2M
Procyon Advisors, LLC31,412
0.1% of portfolio›$3.2M
First Horizon Corp30,977
0.1% of portfolio›$3.1M
Spinnaker Investment Group, LLC30,849
0.5% of portfolio›$3.1M
Symphony Financial, Ltd. Co.30,736
0.3% of portfolio›$3.1M
Professional Financial Advisors, LLC30,369
0.5% of portfolio›$3.1M
Grove Bank & Trust30,267
0.3% of portfolio›$3.1M
Colton Groome Financial Advisors, LLC30,205
0.7% of portfolio›$3.1M
Kingswood Wealth Advisors, LLC30,026
0.1% of portfolio›$3.0M
Abound Wealth Management29,918
0.6% of portfolio›$3.0M
Larson Financial Group LLC29,904
0.1% of portfolio›$3.0M
Independent Financial Group, LLC29,482
0.1% of portfolio›$3.0M
D.A. Davidson & Co.29,366
0.0% of portfolio›$3.0M
TSA Wealth Managment LLC29,002
0.8% of portfolio›$2.9M
IFG Advisors, LLC28,969
0.4% of portfolio›$2.9M
Avail Investment Partners, LLC28,922
2.1% of portfolio›$2.9M
Strategic Blueprint, LLC28,845
0.1% of portfolio›$2.9M
Waller Financial Planning Group, Inc28,710
0.6% of portfolio›$2.9M
Polaris Investment Advisors, LLC28,456
1.8% of portfolio›$2.9M
Parallel Advisors, LLC28,393
0.0% of portfolio›$2.9M
Coastline Trust Co28,124
0.3% of portfolio›$2.8M
SigFig Wealth Management, LLC27,847
0.1% of portfolio›$2.8M
Narus Financial Partners, LLC27,820
0.7% of portfolio›$2.8M
Claro Advisors Inc.27,710
0.3% of portfolio›$2.8M
Cypress Wealth Services, LLC27,608
0.3% of portfolio›$2.8M
Xena Financial Planning, LLC27,518
2.7% of portfolio›$2.8M
Acima Private Wealth, LLC27,462
0.8% of portfolio›$2.8M
Private Client Services, LLC27,100
0.7% of portfolio›$2.7M
Core Wealth Advisors, LLC27,014
2.0% of portfolio›$2.7M
Capital Management Associates, Inc26,874
0.5% of portfolio›$2.7M
LexAurum Advisors, LLC26,689
0.3% of portfolio›$2.7M
Anderson Hoagland & Co26,431
0.2% of portfolio›$2.7M
White Lighthouse Investment Management Inc.26,339
0.3% of portfolio›$2.7M
Dynamic Advisor Solutions LLC26,268
0.1% of portfolio›$2.7M
Insight Wealth Partners, LLC26,091
0.3% of portfolio›$2.6M
Financial Planning Navigators Corp26,073
1.0% of portfolio›$2.6M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors26,062
0.1% of portfolio›$2.6M
SevenBridge Financial Group, LLC25,890
0.4% of portfolio›$2.6M
Csenge Advisory Group25,772
0.1% of portfolio›$2.6M
SteelPeak Wealth, LLC25,715
0.1% of portfolio›$2.6M
Hoge Financial Services, LLC25,680
1.2% of portfolio›$2.6M
XY Planning Network, Inc.25,598
0.3% of portfolio›$2.6M
Financial Insights, Inc.25,529
0.7% of portfolio›$2.6M
Voisard Asset Management Group, Inc.25,444
0.5% of portfolio›$2.6M
Hengehold Capital Management LLC25,415
0.2% of portfolio›$2.6M
Americana Partners, LLC25,395
0.1% of portfolio›$2.6M
Silver Grove Financial Group, Inc.25,265
1.2% of portfolio›$2.6M
Stephenson & Company, Inc.25,257
1.2% of portfolio›$2.6M
Dorval Corp25,190
0.7% of portfolio›$2.5M
United Advisor Group, LLC25,139
0.2% of portfolio›$2.5M
Kingdom Financial Group Llc.25,074
0.6% of portfolio›$2.5M
Keybank National Association25,069
0.0% of portfolio›$2.5M
ARQ Wealth Advisors, LLC25,024
0.3% of portfolio›$2.5M
Sage Financial Group Inc24,771
0.1% of portfolio›$2.5M
Creative Financial Designs Inc24,577
0.1% of portfolio›$2.5M
GLR Partners, LLC24,560
1.2% of portfolio›$2.5M
Tenzing Financial LLC24,407
1.7% of portfolio›$2.5M
Veracity Capital LLC24,404
0.7% of portfolio›$2.5M
Sanchez Gaunt Capital Management, LLC23,976
1.3% of portfolio›$2.4M
Safir Wealth Advisors, LLC23,654
1.5% of portfolio›$2.4M
Asset One Wealth Management LLC23,252
0.2% of portfolio›$2.4M
Canvas Wealth Advisors, LLC23,243
0.3% of portfolio›$2.4M
Maia Wealth LLC23,146
0.3% of portfolio›$2.3M
Client First Capital LLC23,070
0.9% of portfolio›$2.3M
Invested Advisors23,057
2.0% of portfolio›$2.3M
First Heartland Consultants, Inc.22,714
0.2% of portfolio›$2.3M
Cornerstone Wealth Management, LLC22,680
0.1% of portfolio›$2.3M
Avidian Wealth Enterprises, LLC22,585
0.1% of portfolio›$2.3M
Premier Path Wealth Partners, LLC22,568
0.3% of portfolio›$2.3M
MKD Wealth Coaches, LLC22,532
1.9% of portfolio›$2.3M
Mission Wealth Management, LP22,505
0.0% of portfolio›$2.3M
Integrity Advisory Solutions, LLC21,925
0.2% of portfolio›$2.2M
Cyndeo Wealth Partners, LLC21,642
0.1% of portfolio›$2.2M
Phillips Financial Management, LLC21,530
0.2% of portfolio›$2.2M
MY Wealth Management Inc.21,353
1.6% of portfolio›$2.2M
Keeler & Nadler Financial Planning & Wealth Management21,204
0.6% of portfolio›$2.1M
Sonata Capital Group Inc21,175
0.7% of portfolio›$2.1M
Apex Wealth Management, LLC21,116
1.3% of portfolio›$2.1M
Brady Martz Wealth Solutions, LLC21,095
0.3% of portfolio›$2.1M
Hudson Oak Wealth Advisory LLC20,926
1.6% of portfolio›$2.1M
Apollon Financial, LLC20,910
0.2% of portfolio›$2.1M
SWS Partners20,890
0.5% of portfolio›$2.1M
Flagship Harbor Advisors, LLC20,880
0.1% of portfolio›$2.1M
Pinnacle Bancorp, Inc.20,774
0.6% of portfolio›$2.1M
GC Wealth Management RIA, LLC20,673
0.1% of portfolio›$2.1M
J.W. Cole Advisors, Inc.20,673
0.0% of portfolio›$2.1M
Centerline Wealth Advisors, LLC20,603
0.6% of portfolio›$2.1M
James Investment Research, Inc.20,533
0.2% of portfolio›$2.1M
Retirement Wealth Solutions LLC20,388
1.1% of portfolio›$2.1M
Grey Fox Wealth Advisors, LLC20,338
0.3% of portfolio›$2.1M
Philadelphia Trust Co20,289
0.3% of portfolio›$2.1M
Quadrant Private Wealth Management, LLC20,189
0.3% of portfolio›$2.0M
Greenleaf Trust20,108
0.0% of portfolio›$2.0M
Koshinski Asset Management, Inc.19,460
0.1% of portfolio›$2.0M
Caldwell Trust Co19,436
0.2% of portfolio›$2.0M
Clear Creek Financial Management, LLC19,195
0.1% of portfolio›$1.9M
Oppenheimer & Co Inc19,016
0.0% of portfolio›$1.9M
Archer Investment Management, LLC18,928
0.6% of portfolio›$1.9M
Collective Family Office LLC18,899
0.4% of portfolio›$1.9M
White & Co Financial Planning Inc18,897
1.3% of portfolio›$2.0M
AdvisorNet Financial, Inc18,842
0.1% of portfolio›$1.9M
Liberty Capital Management, Inc.18,589
0.3% of portfolio›$1.9M
Two West Capital Advisors LLC18,289
0.9% of portfolio›$1.8M
Eagle Global Advisors LLC18,275
0.1% of portfolio›$1.8M
Alhambra Investment Management LLC18,153
0.8% of portfolio›$1.8M
Caliber Wealth Management, LLC / KS18,129
0.2% of portfolio›$1.8M
Forum Financial Management, LP17,935
0.0% of portfolio›$1.8M
Rossby Financial, LCC17,867
0.3% of portfolio›$1.8M
Accredited Investor Services, LLC17,822
1.0% of portfolio›$1.8M
PUREfi Wealth, LLC17,725
0.8% of portfolio›$1.8M
TruNorth Capital Management, LLC17,608
0.3% of portfolio›$1.8M
Patten Group, Inc.17,447
0.3% of portfolio›$1.8M
Smallwood Wealth Investment Management, LLC17,398
0.7% of portfolio›$1.8M
Nations Financial Group Inc,17,272
0.1% of portfolio›$1.7M
Moss Adams Wealth Advisors LLC17,255
0.1% of portfolio›$1.7M
Laurel OAK Wealth Management, LLC17,093
0.2% of portfolio›$1.7M
Northern Lights Advisors, Inc.16,806
0.9% of portfolio›$1.7M
Capital Investment Advisors, LLC16,605
0.0% of portfolio›$1.7M
Graves Light Lenhart Wealth, Inc.16,578
0.2% of portfolio›$1.7M
Foronjy Financial LLC16,550
0.6% of portfolio›$1.7M
Capital Advisors, Ltd. LLC16,422
0.0% of portfolio›$1.7K
Redhawk Wealth Advisors, Inc.16,325
0.2% of portfolio›$1.7M
M Holdings Securities, Inc.16,195
0.7% of portfolio›$1.6M
Sterling Financial Planning, Inc.16,052
0.4% of portfolio›$1.6M
Birch Financial Group, LLC16,013
0.8% of portfolio›$1.6M
Principal Financial Group Inc15,965
0.0% of portfolio›$1.6M
TSG Advice Partners, LLC15,901
0.2% of portfolio›$1.7M
Pinnacle Associates LTD15,881
0.0% of portfolio›$1.6M
Keystone Wealth Services, LLC15,749
0.3% of portfolio›$1.6M
Valeo Financial Advisors, LLC15,641
0.0% of portfolio›$1.6M
Paladin Partners, LLC15,576
1.0% of portfolio›$1.6M
TCV Trust & Wealth Management, Inc.15,576
0.1% of portfolio›$1.6M
Family Capital Management, Inc.15,352
0.6% of portfolio›$1.6M
Forte Asset Management LLC15,300
0.6% of portfolio›$1.5M
Cypress Capital Group15,241
0.1% of portfolio›$1.5M
Cooksen Wealth, LLC15,201
0.9% of portfolio›$1.5M
Summit Wealth Group LLC / Co15,161
0.1% of portfolio›$1.5M
Lpwm LLC15,078
0.3% of portfolio›$1.5M
Bailard, Inc.15,061
0.0% of portfolio›$1.5M
FC Advisory LLC14,973
0.4% of portfolio›$1.5M
FF Advisors,LLC14,964
0.6% of portfolio›$1.5M
LJI Wealth Management, LLC14,828
0.2% of portfolio›$1.5M
Cranbrook Wealth Management, LLC14,819
0.3% of portfolio›$1.5M
Venture Visionary Partners LLC14,790
0.0% of portfolio›$1.5M
Columbia Bank14,759
0.3% of portfolio›$1.5M
Vericrest Private Wealth14,700
1.3% of portfolio›$1.5M
Lineweaver Wealth Advisors, LLC14,672
0.2% of portfolio›$1.5M
W.H. Cornerstone Investments Inc.14,664
0.8% of portfolio›$1.5M
LeConte Wealth Management, LLC14,640
0.8% of portfolio›$1.5M
Todd Asset Management LLC14,228
0.0% of portfolio›$1.4M
Ledyard National Bank14,102
0.1% of portfolio›$1.4M
Novem Group14,095
0.1% of portfolio›$1.4M
Surience Private Wealth LLC13,941
1.4% of portfolio›$1.4M
LCW Services, LLC13,846
0.6% of portfolio›$1.4M
First National Bank of Mount Dora, Trust Investment Services13,785
0.3% of portfolio›$1.4M
Tennessee Valley Asset Management Partners13,632
0.2% of portfolio›$1.4M
Buck Wealth Strategies, LLC13,567
0.1% of portfolio›$1.4M
Guidance Capital, Inc13,552
0.3% of portfolio›$1.4M
Laurel Wealth Advisors LLC13,389
0.1% of portfolio›$1.4M
Brucke Financial, Inc.13,374
0.6% of portfolio›$1.4M
River's Edge Wealth Management, LLC13,346
1.1% of portfolio›$1.4M
Foguth Wealth Management, Llc.13,327
0.1% of portfolio›$1.4M
Power Wealth Management LLC13,303
0.5% of portfolio›$1.3M
Shrier Wealth Management, LLC13,295
0.5% of portfolio›$1.3M
ARS Wealth Advisors Group, LLC13,273
0.1% of portfolio›$1.3M
Physician Wealth Advisors, Inc.13,086
0.2% of portfolio›$1.3M
Juncture Wealth Strategies, LLC12,961
0.3% of portfolio›$1.3M
Friday Financial12,802
0.3% of portfolio›$1.3M
Dorato Capital Management12,760
0.9% of portfolio›$1.3M
Vavra Capital Management, LLC12,748
1.1% of portfolio›$1.3M
Outbound Financial Inc12,684
0.8% of portfolio›$1.3M
HB Wealth Management, LLC12,641
0.0% of portfolio›$1.3M
Cyr Financial Inc.12,594
0.6% of portfolio›$1.3M
W Advisors, LLC12,478
0.6% of portfolio›$1.3M
CoreCap Advisors, LLC12,450
0.0% of portfolio›$1.3M
Town Capital LLC12,366
0.8% of portfolio›$1.3M
Twele Capital Management, Inc.12,290
0.2% of portfolio›$1.2M
BAR Harbor Wealth Management12,245
0.1% of portfolio›$1.2M
Patton Albertson Miller Group, LLC12,218
0.1% of portfolio›$1.2M
Flagship Private Wealth, LLC12,095
0.4% of portfolio›$1.2M
Hurlow Wealth Management Group, Inc.12,036
0.3% of portfolio›$1.2M
First National Bank Sioux Falls11,870
0.4% of portfolio›$1.2M
Heartwood Wealth Advisors LLC11,868
0.1% of portfolio›$1.2M
Hudock, Inc.11,713
0.1% of portfolio›$1.2M
Pinnacle Wealth Management Advisory Group, LLC11,704
0.1% of portfolio›$1.2M
Wealth Enhancement Trust Services, Inc.11,642
0.1% of portfolio›$1.2M
B. Riley Wealth Advisors, Inc.11,554
0.0% of portfolio›$1.2M
Wealthcare Capital Partners, LLC11,520
0.5% of portfolio›$1.2M
Spire Wealth Management11,432
0.0% of portfolio›$1.2M
Weaver Capital Management LLC11,401
0.2% of portfolio›$1.2M
Stirlingshire Investments, Inc.11,379
0.8% of portfolio›$1.2M
Envision Financial LLC11,366
0.5% of portfolio›$1.1M
Stone Summit Wealth LLC11,314
0.3% of portfolio›$1.1M
Islay Capital Management, LLC11,250
0.5% of portfolio›$1.1M
Bond & Devick Financial Network, Inc.11,250
0.3% of portfolio›$1.1M
Haven Private, LLC11,243
0.4% of portfolio›$1.1M
Rosenberg Matthew Hamilton11,224
0.2% of portfolio›$1.1M
Zenith Solutions, Inc.11,172
1.0% of portfolio›$1.1M
PFG Advisors11,166
0.1% of portfolio›$1.1M
Aegis Wealth Management, Inc.11,132
0.7% of portfolio›$1.1M
Independence Bank of Kentucky11,128
0.1% of portfolio›$1.1M
Hunter Associates Investment Management LLC10,973
0.0% of portfolio›$1.1K
Inscription Capital, LLC10,881
0.1% of portfolio›$1.1M
Gibbs Wealth Management10,874
0.1% of portfolio›$1.1M
Archford Capital Strategies, LLC10,778
0.1% of portfolio›$1.1M
ACT Wealth Management, LLC10,714
0.3% of portfolio›$1.1M
Myecfo, LLC10,681
0.4% of portfolio›$1.1M
Allen Capital Group, LLC10,629
0.1% of portfolio›$1.1M
GFS Advisors, LLC10,600
0.1% of portfolio›$1.1M
Walkner Condon Financial Advisors LLC10,461
0.1% of portfolio›$1.1M
Arrow Financial Corp10,370
0.1% of portfolio›$1.0M
NBT Bank, N.A.10,335
0.1% of portfolio›$1.0M
Retirement Planning Group, LLC10,305
0.0% of portfolio›$1.0M
Willis Johnson Wealth, Inc.10,256
0.1% of portfolio›$1.0M
Sima Wealth Partners, LLC10,200
0.7% of portfolio›$1.0M
Hohimer Wealth Management, LLC10,083
0.1% of portfolio›$1.0M
Aries Wealth Management10,080
0.2% of portfolio›$1.0M
Sowa Financial Group, Inc.10,061
0.0% of portfolio›$1.0K
Wakefield Asset Management Lllp10,021
0.2% of portfolio›$1.0M
Journey Beyond Wealth, LLC10,000
0.8% of portfolio›$1.0M
Integrity Alliance, Llc.9,975
0.0% of portfolio›$1.0M
Blake Schutter Theil Wealth Advisors, LLC9,943
0.7% of portfolio›$1.0M
Goodman Advisory Group, LLC9,924
0.2% of portfolio›$1.0M
MassMutual Private Wealth & Trust, FSB9,737
0.0% of portfolio›$984.4K
Riversedge Advisors, LLC9,630
0.1% of portfolio›$973.6K
Beacon Financial Group9,617
0.1% of portfolio›$972.2K
Code Waechter LLC9,454
0.5% of portfolio›$955.8K
Raleigh Capital Management Inc.9,422
0.3% of portfolio›$952.6K
CV Advisors LLC9,388
0.2% of portfolio›$949.1K
TPG Advisors LLC9,379
0.5% of portfolio›$948.2K
Davenport & Co LLC9,378
0.0% of portfolio›$948.1K
Crumly & Associates Inc.9,374
0.2% of portfolio›$947.7K
Bangor Savings Bank9,219
0.1% of portfolio›$932.0K
Oarsman Capital, Inc.9,213
0.1% of portfolio›$931.4K
Roan Capital Partners9,206
0.7% of portfolio›$930.7K
Legacy Advisory Services, LLC9,186
0.7% of portfolio›$928.8K
Thryve Wealth Management LLC9,182
0.5% of portfolio›$928.3K
Rooted Wealth Advisors, Inc.9,178
0.2% of portfolio›$987.7K
LongView Wealth Management9,152
0.2% of portfolio›$925.2K
Signature Estate & Investment Advisors LLC9,053
0.0% of portfolio›$915.3K
True Freedom Investing, LLC9,013
0.1% of portfolio›$911.2K
Pinkerton Wealth, LLC9,013
0.1% of portfolio›$911.2K
Affiance Financial, LLC8,981
0.1% of portfolio›$908.0K
Greenup Street Wealth Management LLC8,915
0.1% of portfolio›$901.3K
Verdence Capital Advisors LLC8,905
0.0% of portfolio›$900.3K
Balance Wealth Partners LLC8,818
0.2% of portfolio›$891.5K
Wingate Wealth Advisors, Inc.8,752
0.4% of portfolio›$884.8K
Investment Planning Advisors, Inc.8,733
0.2% of portfolio›$882.9K
Cypress Financial Planning LLC8,489
0.2% of portfolio›$858.2K
Verus Financial Partners, Inc.8,471
0.1% of portfolio›$856.4K
Compass Wealth Management, LLC8,441
0.3% of portfolio›$853.5K
DecisionMap Wealth Management, LLC8,361
0.5% of portfolio›$845.3K
Parthenon LLC8,300
0.1% of portfolio›$839.1K
Old Mission Investment Co LLC8,220
0.2% of portfolio›$831.0K
Tritonpoint Wealth, LLC8,210
0.1% of portfolio›$830.0K
Jnba Financial Advisors8,170
0.1% of portfolio›$826.0K
Kwmg, LLC8,163
0.1% of portfolio›$825.3K
Titleist Asset Management, LLC8,149
0.1% of portfolio›$823.9K
Calamos Wealth Management LLC8,065
0.0% of portfolio›$815.4K
Financial Advisory Partners, LLC8,050
0.2% of portfolio›$813.9K
Gainline Financial Partners, LLC8,030
0.7% of portfolio›$811.8K
Ehrlich Financial Group8,005
0.4% of portfolio›$809.3K
Fidelity D & D Bancorp Inc8,000
0.3% of portfolio›$808.8K
Capital Advisors Wealth Management, LLC7,973
0.1% of portfolio›$806.1K
Total Clarity Wealth Management, Inc.7,946
0.2% of portfolio›$803.3K
Split Rock Private Trading & Wealth Management, LLC7,932
0.5% of portfolio›$801.9K
FSM Wealth Advisors, LLC7,930
0.1% of portfolio›$798.9K
Chatham Capital Group, Inc.7,910
0.1% of portfolio›$799.7K
Lodestar Private Asset Management LLC7,896
0.1% of portfolio›$798.3K
BridgePort Financial Solutions, LLC7,850
0.2% of portfolio›$793.7K
Anchyra Partners LLC7,843
0.2% of portfolio›$792.9K
Founders Grove Wealth Partners, LLC7,832
0.2% of portfolio›$791.8K
Ashton Thomas Securities, LLC7,715
0.1% of portfolio›$779.9K
Dutch Asset Corp7,700
0.4% of portfolio›$778.5K
FAI Advisors, Inc.7,650
0.3% of portfolio›$773.4K
Andrew Hill Investment Advisors, Inc.7,637
0.6% of portfolio›$772.1K
Soltis Investment Advisors LLC7,615
0.0% of portfolio›$769.8K
Duncker Streett & Co Inc7,595
0.1% of portfolio›$767.9K
Pathway Financial Advisors LLC7,591
0.1% of portfolio›$767.5K
KRM Wealth Management L.L.C.7,526
0.3% of portfolio›$760.9K
Yardley Wealth Management LLC7,519
0.3% of portfolio›$760.2K
Crescent Grove Advisors, LLC7,488
0.1% of portfolio›$757.1K
Sowell Financial Services LLC7,481
0.0% of portfolio›$756.3K
Romano Brothers and Company7,450
0.1% of portfolio›$753.2K
Swmg, LLC7,377
0.2% of portfolio›$761.6K
Catalyst Private Wealth, LLC7,359
0.3% of portfolio›$744.0K
Altiora Financial Group, LLC7,123
0.1% of portfolio›$720.1K
AFG Fiduciary Services Limited Partnership7,065
0.5% of portfolio›$719.0K
Glenview Trust Co7,008
0.0% of portfolio›$708.5K
Epiq Partners, LLC6,971
0.3% of portfolio›$704.8K
Nilsine Partners, LLC6,918
0.0% of portfolio›$699.4K
Lifelong Wealth Advisors, Inc.6,907
0.2% of portfolio›$698.3K
Atwater Malick LLC6,902
0.2% of portfolio›$697.8K
Argonautica Private Wealth Management, Inc6,868
0.2% of portfolio›$694.4K
James J. Burns & Company, LLC6,838
0.1% of portfolio›$691.3K
Keenan, LLC6,832
0.5% of portfolio›$690.7K
Fairway Wealth LLC6,789
0.1% of portfolio›$686.3K
Cynosure Group, LLC6,784
0.1% of portfolio›$685.9K
Sepio Capital, LP6,771
0.0% of portfolio›$684.5K
Avid Wealth Partners LLC6,752
0.3% of portfolio›$682.6K
Breakwater Capital Group6,751
0.1% of portfolio›$682.5K
Summit Financial Wealth Advisors, LLC6,732
0.1% of portfolio›$680.6K
Kelly Financial Services LLC6,666
0.1% of portfolio›$674.0K
Syntegra Private Wealth Group, LLC6,665
0.1% of portfolio›$673.8K
Eagle Strategies LLC6,658
0.1% of portfolio›$673.1K
Ascentis Wealth Management, LLC6,634
0.1% of portfolio›$670.7K
Well Done, LLC6,634
0.1% of portfolio›$670.7K
Montecito Bank & Trust6,535
0.1% of portfolio›$660.7K
Alterna Wealth Management, Inc6,509
0.4% of portfolio›$658.0K
Stewardship Advisors, LLC6,457
0.1% of portfolio›$652.8K
Oregon Pacific Wealth Management, LLC6,452
0.6% of portfolio›$652.3K
Brighton Jones LLC6,404
0.0% of portfolio›$647.4K
Sound Stewardship, LLC6,404
0.3% of portfolio›$647.5K
Gray Private Wealth, LLC6,403
0.3% of portfolio›$647.3K
Parsons Capital Management Inc6,384
0.0% of portfolio›$645.4K
1900 Wealth Management LLC6,351
0.0% of portfolio›$642.1K
Heritage Investment Group, Inc.6,341
0.1% of portfolio›$641.1K
Cambridge Capital Management, LLC6,331
0.2% of portfolio›$640.1K
Legacy Wealth Partners, LLC6,324
0.1% of portfolio›$639.4K
Associated Banc-Corp6,292
0.0% of portfolio›$636.1K
Values Added Financial LLC6,289
0.2% of portfolio›$635.8K
Arrien Investments, Inc.6,283
0.3% of portfolio›$635.2K
Unify Financial Advisors6,240
0.6% of portfolio›$630.9K
Krilogy Financial LLC6,230
0.0% of portfolio›$630.2K
Victory Financial Group, LLC6,192
0.1% of portfolio›$626.0K
Lanark Financial, Inc.6,170
0.0% of portfolio›$623.7K
Patriot Financial Group Insurance Agency, LLC6,169
0.1% of portfolio›$623.7K
Helium Advisors LLC6,144
0.5% of portfolio›$621.2K
Frisco Financial Planning LLC6,137
0.5% of portfolio›$620.5K
4J Wealth Management LLC6,048
0.3% of portfolio›$611.5K
Peak Wealth Management LLC6,033
0.4% of portfolio›$617.4K
Accurate Wealth Management, LLC5,971
0.1% of portfolio›$607.7K
Hiley Hunt Wealth Management5,952
0.2% of portfolio›$601.8K
Etesian Wealth Advisors, Inc.5,933
0.2% of portfolio›$599.8K
Succession Financial, Inc.5,926
0.6% of portfolio›$599.1K
Covestor Ltd5,896
0.0% of portfolio›$596
Eley Financial Management, Inc5,883
0.2% of portfolio›$594.8K
Provenance Wealth Advisors, LLC5,822
0.0% of portfolio›$588.6K
Monument Capital Management5,811
0.1% of portfolio›$587.5K
Heritage Investors Management Corp5,805
0.0% of portfolio›$587
Retiremitten Financial LLC5,800
0.2% of portfolio›$601.8K
Obermeyer Wealth Partners5,779
0.0% of portfolio›$584.3K
Lighthouse Financial LLC5,713
0.3% of portfolio›$577.6K
Virtue Capital Management, LLC5,598
0.1% of portfolio›$566.0K
Heritage Family Offices, LLP5,589
0.2% of portfolio›$565.0K
Smith Thornton Advisors LLC5,535
0.2% of portfolio›$559.6K
First Affirmative Financial Network5,534
0.1% of portfolio›$559.5K
Able Financial Group, LLC5,496
0.1% of portfolio›$555.6K
Tsfg, LLC5,494
0.0% of portfolio›$555
Fullerton Advisors, LLC5,480
0.5% of portfolio›$554.0K
GEM Asset Management, LLC5,471
0.2% of portfolio›$553.1K
Beaumont Financial Advisors, LLC5,415
0.0% of portfolio›$547.5K
Sheets Smith Wealth Management5,408
0.1% of portfolio›$546.8K
Shotwell Rutter Baer Inc5,405
0.3% of portfolio›$546.4K
High Net Worth Advisory Group LLC5,402
0.1% of portfolio›$546.1K
Davidson Trust Co5,390
0.2% of portfolio›$544.9K
Cassilly Financial Group LLC5,311
0.4% of portfolio›$536.9K
Uptown Financial Advisors LLC5,289
0.4% of portfolio›$534.7K
Guyasuta Investment Advisors Inc5,277
0.0% of portfolio›$533.5K
Net Worth Advisory Group5,277
0.1% of portfolio›$534.8K
WealthBridge Capital Management, LLC5,264
0.1% of portfolio›$532.1K
WPG Advisers, LLC5,196
0.3% of portfolio›$525.3K
Bdfs Capital LLC5,176
0.3% of portfolio›$523.3K
Willow Creek Wealth Management Inc.5,175
0.0% of portfolio›$523.2K
Grandfield & Dodd, LLC5,115
0.0% of portfolio›$517.1K
North Forty Two & Co.5,081
0.4% of portfolio›$513.7K
McKinley Carter Wealth Services, Inc.5,072
0.0% of portfolio›$512.8K
Accredited Investors Inc.5,055
0.0% of portfolio›$511.1K
Welch & Forbes LLC5,054
0.0% of portfolio›$511.0K
Hummer Financial Advisory Services Inc5,000
0.3% of portfolio›$505.5K
Armstrong Advisory Group, Inc4,973
0.0% of portfolio›$502.7K
Firethorn Wealth Partners, LLC4,958
0.2% of portfolio›$501.2K
Edgemoor Investment Advisors, Inc.4,940
0.0% of portfolio›$499.4K
Canandaigua National Trust Co of Florida4,939
0.3% of portfolio›$499.3K
Montag A & Associates Inc4,889
0.0% of portfolio›$494.3K
Covenant Asset Management, LLC4,875
0.1% of portfolio›$492.9K
Impact Investors, Inc4,871
0.8% of portfolio›$492.5K
Oakworth Capital, Inc.4,861
0.0% of portfolio›$491.4K
Equitable Trust Co4,842
0.0% of portfolio›$489.5K
Stanich Group LLC4,811
0.2% of portfolio›$486.3K
Asset Allocation Strategies LLC4,801
0.1% of portfolio›$485.4K
Stewardship Concepts Financial Services LLC4,794
0.3% of portfolio›$484.7K
Old National Bancorp4,784
0.0% of portfolio›$483.7K
Everhart Financial Group, Inc.4,774
0.0% of portfolio›$482.6K
LVW Advisors, LLC4,763
0.0% of portfolio›$481.5K
Acorn Wealth Advisors, LLC4,744
0.1% of portfolio›$479.6K
Tenet Wealth Partners, LLC4,725
0.3% of portfolio›$477.7K
OmniStar Financial Group, Inc.4,706
0.2% of portfolio›$475.7K
Discipline Wealth Solutions, LLC4,697
0.0% of portfolio›$474.9K
Fiscal Wisdom Wealth Management, LLC4,696
0.6% of portfolio›$474.7K
Nottingham Advisors, Inc.4,676
0.1% of portfolio›$470.0K
Eastern Bank4,628
0.0% of portfolio›$467.9K
Noesis Capital Mangement Corp4,625
0.1% of portfolio›$467.6K
Nvwm, LLC4,534
0.1% of portfolio›$458.4K
Shepherd Street Advisors LLC4,516
0.4% of portfolio›$456.5K
TCP Asset Management, LLC4,423
0.1% of portfolio›$446.5K
Intrua Financial, LLC4,411
0.0% of portfolio›$446.0K
Occidental Asset Management, LLC4,394
0.0% of portfolio›$444.2K
Texas Bank & Trust Co4,392
0.1% of portfolio›$444.0K
Cadent Capital Advisors, LLC4,390
0.1% of portfolio›$443.9K
SeaBridge Investment Advisors LLC4,389
0.1% of portfolio›$443.7K
Erickson Financial Group, LLC4,322
0.2% of portfolio›$437.0K
Graetz Wealth LLC4,321
0.3% of portfolio›$436.9K
Atlas Brown,Inc.4,315
0.1% of portfolio›$436.3K
Focus Wealth Advisors, LLC4,313
0.2% of portfolio›$436.0K
EPG Wealth Management LLC4,300
0.1% of portfolio›$434.7K
Pinnacle Wealth Planning Services, Inc.4,261
0.0% of portfolio›$430.8K
Clear Retirement Advice LLC4,257
0.3% of portfolio›$430.4K
Iowa State Bank4,235
0.1% of portfolio›$428.2K
Paulson Wealth Management Inc.4,231
0.1% of portfolio›$427.8K
Gallacher Capital Management LLC4,218
0.3% of portfolio›$426.4K
Evensky & Katz LLC4,213
0.0% of portfolio›$426
Wealth Management Nebraska4,163
0.0% of portfolio›$420.9K
Intergy Private Wealth, LLC4,163
0.1% of portfolio›$420.9K
Bell Investment Advisors, Inc4,142
0.1% of portfolio›$418.8K
Global Wealth Management Investment Advisory, Inc.4,125
0.1% of portfolio›$417.1K
First Interstate Bank4,117
0.0% of portfolio›$416.2K
Journey Advisory Group, LLC4,075
0.0% of portfolio›$412.0K
BlueChip Wealth Advisors LLC4,070
0.1% of portfolio›$411.5K
Northland Capital Management LLC4,055
0.2% of portfolio›$410.0K
Omni 360 Wealth, Inc.4,037
0.2% of portfolio›$408.2K
Asset Management One Co., Ltd.4,020
0.0% of portfolio›$406.4K
Ellis Investment Partners, LLC3,998
0.1% of portfolio›$404.2K
Elevate Wealth Advisory, Inc3,989
0.2% of portfolio›$403.3K
Beacon Capital Management, LLC3,983
0.1% of portfolio›$402.7K
Saxony Capital Management, LLC3,977
0.2% of portfolio›$402.1K
Kozak & Associates, Inc.3,961
0.1% of portfolio›$411.0K
Marion Wealth Management3,936
0.1% of portfolio›$397.9K
Maseco LLP3,900
0.0% of portfolio›$394.3K
Wagner Wealth Management, Corp3,899
0.3% of portfolio›$394.2K
Golden State Wealth Management, LLC3,875
0.0% of portfolio›$391.8K
Clarity Retirement & Wealth, LLC3,866
0.3% of portfolio›$390.9K
Allodium Investment Consultants, LLC3,865
0.2% of portfolio›$390.8K
Braun-Bostich & Associates Inc.3,815
0.2% of portfolio›$385.7K
Olio Financial Planning3,805
0.1% of portfolio›$384.7K
Altus Wealth Management, LLC3,755
0.1% of portfolio›$379.6K
Richards, Merrill & Peterson, Inc.3,750
0.1% of portfolio›$379.1K
Objective Capital Management, LLC3,750
0.3% of portfolio›$379.1K
Firestone Capital Management3,740
0.1% of portfolio›$378.1K
Wealth Alliance Advisory Group, LLC3,716
0.1% of portfolio›$375.7K
Woodside Wealth Management LLC3,698
0.3% of portfolio›$373.9K
Gerald Baker Financial Group LLC3,696
0.1% of portfolio›$373.6K
International Assets Investment Management, LLC3,692
0.0% of portfolio›$374.1K
Meyer Handelman Co3,641
0.0% of portfolio›$368.1K
MFG Investments, LLC3,614
0.4% of portfolio›$365.4K
Evanson Financial, LLC3,605
0.0% of portfolio›$364.4K
Bourgeon Capital Management LLC3,600
0.1% of portfolio›$364.0K
Owl Creek Wealth Partners LLC3,600
0.1% of portfolio›$364.0K
Capstone Capital LLC3,595
0.2% of portfolio›$363.4K
Magnus Financial Group LLC3,578
0.0% of portfolio›$361.7K
Insight Advisors, LLC/ PA3,565
0.1% of portfolio›$360.5K
Merkkuri Wealth Advisors LLC3,552
0.2% of portfolio›$359.1K
Tred Avon Family Wealth, LLC3,550
0.1% of portfolio›$358.9K
BankPlus Wealth Management LLC3,542
0.2% of portfolio›$358.0K
Old Peak Finance LLC3,515
0.2% of portfolio›$355.4K
Clark Asset Management, LLC3,512
0.0% of portfolio›$355.0K
Downshift Financial, LLC3,509
0.2% of portfolio›$354.8K
Horst & Graben Wealth Management LLC3,499
0.0% of portfolio›$353.8K
Chemistry Wealth Management LLC3,490
0.1% of portfolio›$352.8K
Grimes & Co Wealth Management, LLC3,483
0.0% of portfolio›$352.2K
Impact Capital Partners LLC3,465
0.1% of portfolio›$350.3K
Cumberland Advisors Inc3,460
0.1% of portfolio›$349.8K
Lake Hills Wealth Management, LLC3,426
0.2% of portfolio›$346.4K
Newman Dignan & Sheerar, Inc.3,425
0.1% of portfolio›$346.3K
Boyce & Associates Wealth Consulting, Inc.3,414
0.2% of portfolio›$345.1K
Steel Grove Capital Advisors, LLC3,411
0.0% of portfolio›$344.9K
Lakeshore Capital Group, Inc.3,402
0.2% of portfolio›$343.9K
Winthrop Advisory Group LLC3,392
0.0% of portfolio›$342.9K
Kagan Cocozza Asset Management3,383
0.2% of portfolio›$342.0K
EverSource Wealth Advisors, LLC3,381
0.0% of portfolio›$341.9K
Lakeshore Financial Planning, Inc.3,348
0.1% of portfolio›$338.5K
Diligent Investors, LLC3,338
0.1% of portfolio›$337.4K
Strategy Asset Managers LLC3,336
0.1% of portfolio›$337.3K
NTV Asset Management LLC3,333
0.0% of portfolio›$337.0K
Bell Bank3,314
0.0% of portfolio›$335.0K
Centennial Advisors, LLC3,311
0.4% of portfolio›$334.7K
Lynx Investment Advisory3,302
0.1% of portfolio›$333.8K
Sigma Investment Counselors Inc3,264
0.0% of portfolio›$330.0K
Busey Bank3,236
0.0% of portfolio›$327.2K
Christensen, King & Associates Investment Services, Inc.3,228
0.1% of portfolio›$326.4K
Eagle Bay Advisors LLC3,200
0.2% of portfolio›$323.5K
Silverlake Wealth Management LLC3,195
0.1% of portfolio›$323.1K
Stablepoint Partners, LLC3,195
0.0% of portfolio›$323.0K
Private Wealth Group, LLC3,175
0.1% of portfolio›$321.0K
Portfolio Design Labs, LLC3,171
0.1% of portfolio›$320.6K
Diversified Management Inc3,170
0.1% of portfolio›$320.5K
Capital Investment Advisory Services, LLC3,168
0.0% of portfolio›$319.7K
Anson Capital, Inc.3,159
0.2% of portfolio›$319.4K
Chris Bulman Inc3,155
0.1% of portfolio›$319.0K
IVC Wealth Advisors LLC3,154
0.1% of portfolio›$318.9K
Leisure Capital Management3,111
0.1% of portfolio›$314.5K
Key Capital Management, Inc3,110
0.1% of portfolio›$314.4K
Next Level Private LLC3,102
0.1% of portfolio›$313.6K
Transcendent Capital Group LLC3,094
0.1% of portfolio›$312.8K
Defined Wealth Management, LLC3,072
0.2% of portfolio›$310.5K
Artesa Financial Group, LLC3,070
0.3% of portfolio›$310.3K
Kathmere Capital Management, LLC3,066
0.0% of portfolio›$310.0K
Financial Futures Ltd Liability Co.3,042
0.1% of portfolio›$307.6K
Farmers & Merchants Trust Co of Long Beach3,037
0.1% of portfolio›$307.0K
AWM Capital, LLC2,997
0.0% of portfolio›$303.0K
Schmidt P J Investment Management Inc2,996
0.0% of portfolio›$302.9K
Reston Wealth Management LLC2,981
0.1% of portfolio›$301.4K
Certuity, LLC2,977
0.0% of portfolio›$301.0K
Wall Capital Group, Inc.2,974
0.2% of portfolio›$300.7K
Heritage OAK Wealth Advisors LLC2,972
0.1% of portfolio›$300.5K
Global Assets Advisory, LLC2,944
0.1% of portfolio›$297.0K
Onyx Bridge Wealth Group LLC2,943
0.0% of portfolio›$297.5K
Baker Boyer National Bank2,938
0.1% of portfolio›$297.0K
Vann Equity Management LLC2,926
0.2% of portfolio›$295.8K
Acorn Financial Advisory Services Inc2,915
0.0% of portfolio›$294.7K
Legacy Capital Wealth Partners, LLC2,895
0.1% of portfolio›$292.7K
Independent Wealth Network Inc.2,888
0.1% of portfolio›$292.0K
KFG Wealth Management, LLC2,879
0.0% of portfolio›$291.1K
BCU Wealth Advisors, LLC2,876
0.1% of portfolio›$290.8K
W.G. Shaheen & Associates DBA Whitney & Co2,870
0.0% of portfolio›$290.2K
KFA Private Wealth Group, LLC2,858
0.1% of portfolio›$289.0K
Unified Investment Management2,850
0.3% of portfolio›$288.1K
Cushing Capital Partners, LLC2,807
0.2% of portfolio›$283.8K
Versant Capital Management, Inc2,803
0.0% of portfolio›$283.4K
Cherry Tree Wealth Management, LLC2,795
0.1% of portfolio›$282.6K
Sage Mountain Advisors LLC2,791
0.0% of portfolio›$282.2K
Summit Global Investments2,791
0.0% of portfolio›$282
Signal Advisors Wealth, LLC2,787
0.0% of portfolio›$281.8K
Core Wealth Management, Inc.2,779
0.1% of portfolio›$281.0K
Warren Street Wealth Advisors, LLC2,773
0.1% of portfolio›$280.4K
Advisor OS, LLC2,766
0.0% of portfolio›$279.6K
S&A Financial Services, Inc.2,765
0.2% of portfolio›$279.6K
Lee Financial Co2,752
0.0% of portfolio›$278.2K
Clifford Swan Investment Counsel LLC2,741
0.0% of portfolio›$277.1K
Blodgett Wealth Advisors, LLC2,739
0.2% of portfolio›$276.9K
Latitude Advisors, LLC2,737
0.1% of portfolio›$276.7K
Herbst Group, LLC2,733
0.2% of portfolio›$276.3K
Oceanside Advisors LLC2,731
0.2% of portfolio›$276.1K
Trail Ridge Investment Advisors, LLC2,731
0.1% of portfolio›$276.1K
Family Investment Center, Inc.2,723
0.0% of portfolio›$275.3K
Wagner Wealth Management, LLC2,718
0.0% of portfolio›$274.8K
Westover Capital Advisors, LLC2,712
0.0% of portfolio›$274.2K
Cape Investment Advisory, Inc.2,707
0.1% of portfolio›$273.7K
Linscomb Wealth, Inc.2,704
0.0% of portfolio›$273.4K
Evolution Wealth Advisors, LLC2,704
0.0% of portfolio›$273.4K
Williams Jones Wealth Management, Llc.2,700
0.0% of portfolio›$273.0K
Breakwater Investment Management2,698
0.1% of portfolio›$272.8K
Cora Capital Advisors LLC2,674
0.1% of portfolio›$270.3K
Whitcomb & Hess, Inc.2,650
0.1% of portfolio›$267.9K
Innova Wealth Partners2,630
0.1% of portfolio›$265.9K
Broussard Financial Group LLC2,615
0.2% of portfolio›$264.4K
Shepherd Financial Partners LLC2,604
0.0% of portfolio›$263.3K
Financial Council, LLC2,595
0.1% of portfolio›$262.4K
Carolina Wealth Management Inc2,566
0.1% of portfolio›$259.4K
Endowment Wealth Management, Inc.2,540
0.1% of portfolio›$256.8K
L.K. Benson & Company, P.C.2,524
0.1% of portfolio›$255.2K
Cannon Advisors, Inc.2,504
0.1% of portfolio›$254.8K
Rossmore Private Capital2,500
0.0% of portfolio›$252.8K
Fort Washington Investment Advisors Inc2,497
0.0% of portfolio›$252.4K
Factor Wealth Management LTD2,492
0.0% of portfolio›$252.0K
Bigelow Investment Advisors, LLC2,485
0.1% of portfolio›$251.2K
Tempus Wealth Planning, LLC2,474
0.0% of portfolio›$250.1K
Legacy Advisors, LLC2,454
0.0% of portfolio›$248.1K
LifeGoal Investments, LLC2,451
0.1% of portfolio›$247.8K
Stevens Capital Partners2,436
0.0% of portfolio›$246.3K
Integrated Wealth Management2,425
0.2% of portfolio›$245.2K
MN Wealth Advisors, LLC2,422
0.1% of portfolio›$245.0K
Blueline Advisors LLC2,406
0.2% of portfolio›$243.3K
MW Advisory, LLC2,405
0.1% of portfolio›$243.1K
Fonville Wealth Management LLC2,392
0.0% of portfolio›$241.8K
Baron Financial Group, LLC2,390
0.1% of portfolio›$241.6K
WealthPlan Investment Management, LLC2,376
0.0% of portfolio›$240.2K
MSH Capital Advisors LLC2,357
0.0% of portfolio›$238.3K
Leading Edge Financial Planning LLC2,353
0.0% of portfolio›$237.9K
Riverbend Wealth Management, LLC2,340
0.1% of portfolio›$236.6K
Uptick Partners, LLC2,328
0.0% of portfolio›$235.4K
Convergence Financial, LLC2,308
0.0% of portfolio›$233.3K
S.E.E.D. Planning Group LLC2,308
0.1% of portfolio›$233.3K
Bensler, LLC2,289
0.0% of portfolio›$231.4K
Northwest Financial Advisors2,286
0.0% of portfolio›$231.1K
Boltwood Capital Management2,285
0.1% of portfolio›$231.0K
Fortress Financial Group, LLC2,270
0.1% of portfolio›$229.5K
Brindle & Bay Financial Advisors, LLC2,268
0.1% of portfolio›$229.3K
Clearwave Capital, LLC2,259
0.1% of portfolio›$228.4K
Affinity Capital Advisors, LLC2,244
0.0% of portfolio›$226.8K
Glass Jacobson Investment Advisors llc2,235
0.1% of portfolio›$226.0K
Team Financial Group, LLC2,226
0.1% of portfolio›$225.1K
Summit Financial Consulting LLC2,219
0.2% of portfolio›$224.3K
Veltria Advisors Corp.2,212
0.3% of portfolio›$223.6K
21 West Wealth Management LLC2,200
0.2% of portfolio›$222.4K
Stonehearth Capital Management, LLC2,192
0.1% of portfolio›$221.6K
Goldstein Advisors, LLC2,187
0.0% of portfolio›$221.1K
Matauro, LLC2,167
0.0% of portfolio›$219.1K
Carrera Capital Advisors2,161
0.0% of portfolio›$218.5K
Quartz Partners, LLC2,161
0.1% of portfolio›$218.5K
Fearless Solutions, LLC dba Best Invest2,161
0.1% of portfolio›$218.5K
Cooper Financial Group2,121
0.0% of portfolio›$214.4K
Bison Wealth, LLC2,120
0.0% of portfolio›$214.5K
Rockport Wealth LLC2,111
0.0% of portfolio›$213.4K
Essential Planning, Llc.2,089
0.1% of portfolio›$211.2K
Argyle Capital Partners, LLC2,086
0.1% of portfolio›$210.9K
Postrock Partners LLC2,075
0.1% of portfolio›$209.8K
Strategic Family Wealth Counselors, L.L.C.2,068
0.0% of portfolio›$209.1K
Trust Co of Vermont2,047
0.0% of portfolio›$207.0K
Partners Wealth Management, LLC2,044
0.0% of portfolio›$206.6K
Colorado Capital Management, Inc.2,043
0.0% of portfolio›$207
Indivisible Partners2,043
0.0% of portfolio›$206.5K
Garner Asset Management Corp2,043
0.1% of portfolio›$212.1K
First Citizens Financial Corp2,022
0.1% of portfolio›$204.4K
Florin Court Capital LLP2,000
0.2% of portfolio›$202.2K
Hilltop National Bank1,921
0.0% of portfolio›$194.2K
Princeton Global Asset Management LLC1,899
0.0% of portfolio›$192.0K
Wolff Wiese Magana LLC1,896
0.1% of portfolio›$191.7K
DT Investment Partners, LLC1,793
0.0% of portfolio›$181.3K
Parkside Financial Bank & Trust1,483
0.0% of portfolio›$149.9K
Pacifica Partners Inc.1,450
0.0% of portfolio›$146.9K
Signature Equity Partners, LLC1,213
0.0% of portfolio›$122.6K
Realta Investment Advisors1,200
0.0% of portfolio›$121.3K
Canton Hathaway, LLC1,180
0.0% of portfolio›$119.3K
Elevated Capital Advisors, LLC1,142
0.0% of portfolio›$115.4K
Mcdonald Partners LLC1,077
0.0% of portfolio›$108.9K
Moisand Fitzgerald Tamayo, LLC1,070
0.0% of portfolio›$108.2K
IMG Wealth Management, Inc.1,066
0.1% of portfolio›$107.8K
Valley National Advisers Inc1,056
0.0% of portfolio›$106.8K
Farmers & Merchants Investments Inc1,017
0.0% of portfolio›$102.8K
Quest 10 Wealth Builders, Inc.1,011
0.1% of portfolio›$102.2K
Miller Global Investments, LLC955
0.1% of portfolio›$96.6K
Union Savings Bank912
0.0% of portfolio›$92.2K
Washington Trust Advisors, Inc.900
0.0% of portfolio›$91.0K
Atwood & Palmer Inc860
0.0% of portfolio›$87.0K
Center for Financial Planning, Inc.843
0.0% of portfolio›$85.2K
Lloyd Advisory Services, Llc.839
0.0% of portfolio›$84.8K
Root Financial Partners, LLC809
0.0% of portfolio›$81.8K
United Community Bank800
0.0% of portfolio›$80.9K
Angeles Investment Advisors, LLC785
0.0% of portfolio›$79.4K
Triumph Capital Management717
0.0% of portfolio›$72.5K
Trust Co of Toledo NA703
0.0% of portfolio›$71.1K
Markowski Investments700
0.0% of portfolio›$70.8K
Nova Financial LLC670
0.0% of portfolio›$67.7K
William Mack & Associates, Inc.650
0.0% of portfolio›$65.7K
Mechanics Financial Corp643
0.0% of portfolio›$65.0K
Wilmington Savings Fund Society, FSB635
0.0% of portfolio›$64.2K
Planning Strategies Inc.582
0.0% of portfolio›$58.8K
Richardson Financial Services Inc.554
0.0% of portfolio›$56.0K
Y.D. More Investments Ltd540
0.0% of portfolio›$54.6K
Cassaday & Co Wealth Management LLC525
0.0% of portfolio›$53.1K
Indiana Trust & Investment Management Co522
0.0% of portfolio›$52.8K
Pflug Koory, LLC516
0.0% of portfolio›$52.2K
Harbor Investment Advisory, LLC500
0.0% of portfolio›$50.6K
Advocate Investing Services LLC479
0.0% of portfolio›$48.4K
Bfsg, LLC474
0.0% of portfolio›$47.9K
Toth Financial Advisory Corp452
0.0% of portfolio›$45.7K
Register Financial Advisors LLC442
0.0% of portfolio›$44.7K
Friedenthal Financial429
0.0% of portfolio›$43.4K
Horizon Financial Services, LLC420
0.0% of portfolio›$42.5K
Nemes Rush Group LLC397
0.0% of portfolio›$40.1K
Concord Wealth Partners388
0.0% of portfolio›$39.2K
Bank of New Hampshire372
0.0% of portfolio›$37.6K
Wilkerson Advisory Group LLC363
0.0% of portfolio›$36.7K
First Bancorp, Inc355
0.0% of portfolio›$35.9K
Quaker Wealth Management, LLC353
0.0% of portfolio›$35.7K
Next Level Wealth Planning, LLC337
0.0% of portfolio›$34.1K
Asset Dedication, LLC300
0.0% of portfolio›$30.3K
NorthAvenue LLC297
0.0% of portfolio›$30.0K
Harbor Asset Planning, Inc.256
0.0% of portfolio›$25.8K
American Capital Advisory, LLC250
0.0% of portfolio›$25.3K
Chilton Capital Management LLC235
0.0% of portfolio›$23.8K
Montgomery Financial Services LLC234
0.0% of portfolio›$23.7K
Evolution Wealth Management Inc.233
0.0% of portfolio›$23.6K
Financial Network Wealth Advisors LLC229
0.0% of portfolio›$23.2K
KFG LLC203
0.0% of portfolio›$20.5K
First Premier Bank200
0.0% of portfolio›$20
Burkett Financial Services, LLC185
0.0% of portfolio›$18.7K
Eukles Asset Management181
0.0% of portfolio›$18.3K
Hurley Capital, LLC179
0.0% of portfolio›$18.2K
Portfolio Resources Advisor Group, Inc.177
0.0% of portfolio›$17.9K
Roxbury Financial LLC163
0.0% of portfolio›$16.4K
Holos Integrated Wealth LLC144
0.0% of portfolio›$14.7K
Beacon Investment Advisory Services, Inc.142
0.0% of portfolio›$14.4K
Investors Research Corp139
0.0% of portfolio›$14.1K
RMG Wealth Management LLC118
0.0% of portfolio›$12.2K
Valley Wealth Managers, Inc.95
0.0% of portfolio›$9.6K
Networth Advisors, LLC93
0.0% of portfolio›$9.4K
Capital Investment Counsel, Inc81
0.0% of portfolio›$8.2K
Hanson & Doremus Investment Management75
0.0% of portfolio›$8
MJT & Associates Financial Advisory Group, Inc.56
0.0% of portfolio›$5.7K
Archer Investment Corp52
0.0% of portfolio›$5.3K
SJS Investment Consulting Inc.51
0.0% of portfolio›$5.2K
Spurstone Advisory Services, LLC49
0.1% of portfolio›$5.0K
Sunrise Financial Services, LLC45
0.0% of portfolio›$4.6K
Pillar Financial Advisors, LLC33
0.0% of portfolio›$3.3K
Midwest Capital Advisors, LLC33
0.0% of portfolio›$3.4K
West Financial Advisors, LLC23
0.0% of portfolio›$2.3K
City State Bank18
0.0% of portfolio›$1.8K
Gables Capital Management Inc.14
0.0% of portfolio›$1.4K
High Note Wealth, LLC6
0.0% of portfolio›$607
MTM Investment Management, LLC6
0.0% of portfolio›$607
Dhjj Financial Advisors, Ltd.5
0.0% of portfolio›$506
Transce3nd, LLC3
0.0% of portfolio›$307
Align Financial, LLC3
0.0% of portfolio›$303
Bear Mountain Capital, Inc.1
0.0% of portfolio›$67
Key FInancial Inc1
0.0% of portfolio›$101
Financial Management Professionals, Inc.0
0.0% of portfolio›$6
StyleTurnoverLocationFiled
Creative Planning
15,543,077$1.6B0.9%IndexVery LowOverland Park, KS2026-11-02
Bank of New York Mellon Corp
7,709,175$779.4M0.1%CoreLowNew York, NY2026-11-05
US Bancorp \de\
5,284,979$534.3M0.6%IndexLowMinneapolis, MN2026-11-05
Assetmark, Inc
3,469,360$350.8M0.6%ETFLowConcord, CA2026-10-21
Commonwealth Equity Services, LLC
2,766,216$279.7M0.4%ETFLowWaltham, MA2026-11-02
Orgel Wealth Management, LLC
2,526,062$255.4M4.8%ETFMediumAltoona, WI2026-10-14
Facet Wealth, Inc.
2,268,668$229.4M2.9%IndexVery LowWest Palm Beach, FL2026-11-04
Park Avenue Securities LLC
1,517,444$153.4K0.0%ETFMediumNew York, NY2026-10-26
Wedmont Private Capital
1,235,371$124.5M3.0%IndexVery LowWest Chester, PA2026-10-09
Citigroup Inc
1,216,494$123.0M0.0%CoreMediumNew York, NY2026-11-04
Truist Financial Corp
1,039,321$105.1M0.1%CoreLowCharlotte, NC2026-10-30
Choreo, LLC
928,560$93.9M1.0%IndexLowRockford, IL2026-10-28
Signaturefd, LLC
916,984$92.7M1.2%IndexLowAtlanta, GA2026-10-23
Wealth Enhancement Advisory Services, LLC
733,107$73.9M0.1%CoreLowPlymouth, MN2026-10-13
Sofi Wealth, LLC
732,272$74.0M2.9%ETFVery LowSan Francisco, CA2026-10-27
Farther Finance Advisors, LLC
705,609$71.3M0.5%IndexLowSan Francisco, CA2026-10-08
Prime Capital Investment Advisors, LLC
687,661$69.5M0.7%ETFLowOverland Park, KS2026-10-20
Foster Group, Inc.
673,637$68.1M1.8%ETFVery LowUrbandale, IA2026-10-13
Forvis Mazars Wealth Advisors, LLC
656,492$66.4M1.1%ETFVery LowSpringfield, MO2026-10-13
Kestra Investment Management, LLC
643,393$65.0M1.2%ETFMediumAustin, TX2026-11-04
Kestra Advisory Services, LLC
605,173$61.2M0.2%CoreLowAustin, TX2026-11-02
Cliftonlarsonallen Wealth Advisors, LLC
591,044$59.8M0.8%ETFLowMinneapolis, MN2026-10-14
Gradient Investments LLC
551,931$55.8M0.8%CoreMediumArden Hills, MN2026-10-08
Wealthcare Advisory Partners LLC
547,760$55.4M0.9%ETFLowWest Chester, PA2026-10-21
Retirement Investment Advisors, Inc.
544,238$55.0M3.9%ETFVery LowOklahoma City, OK2026-10-22
Crestwood Advisors Group, LLC
520,866$52.7M0.8%GrowthLowBoston, MA2026-10-27
Thrivent Financial for Lutherans
509,114$51.6M0.2%GARPMediumMinneapolis, MN2026-11-05
Rockwood Wealth Management, LLC
449,668$45.5M2.7%ETFVery LowNew Hope, PA2026-10-27
Cahaba Wealth Management, Inc.
425,586$43.0M2.6%ETFVery LowAtlanta, GA2026-10-26
Liquid Strategies, LLC
423,570$42.8M4.7%ETFVery LowAtlanta, GA2026-11-04
Cambridge Investment Research Advisors, Inc.
420,625$42.5K0.0%ETFLowFairfield, IA2026-11-02
Ascent Group, LLC
414,487$41.9M1.3%CoreLowVirginia Beach, VA2026-10-30
JFS Wealth Advisors, LLC
409,259$41.4M2.1%ETFVery LowHermitage, PA2026-11-03
Charles Schwab Trust Co
399,584$40.4M2.3%ETFLowHenderson, NV2026-10-15
Schneider Downs Wealth Management Advisors, LP
379,930$38.4M3.6%ETFVery LowPittsburgh, PA2026-10-27
Cardinal Point Capital Management ULC
373,539$37.8M2.1%ValueLowToronto, Australia2026-10-21
Parcion Private Wealth LLC
348,153$35.2M1.9%CoreMediumBellevue, WA2026-10-28
Vise Technologies, Inc.
344,694$34.8M0.3%IndexLowNew York, NY2026-10-29
Trust Co
331,253$33.5M2.9%ETFVery LowManhattan, KS2026-10-09
Sagespring Wealth Partners, LLC
325,960$33.0M0.5%ETFLowFranklin, TN2026-10-22
New York Life Investment Management LLC
321,574$32.5M0.2%GrowthLowNew York, NY2026-11-04
Wesbanco Bank Inc
319,974$32.3M1.1%CoreLowWheeling, WV2026-11-04
Balentine LLC
319,698$32.3M1.2%ETFLowAtlanta, GA2026-11-03
Legacy Private Trust Co.
314,808$31.8M1.7%ETFLowNeenah, WI2026-10-06
Avantax Planning Partners, Inc.
313,854$31.7M0.8%ETFLowDubuque, IA2026-11-03
Aspiriant, LLC
294,198$29.7M0.7%ETFVery LowLos Angeles, CA2026-10-16
TD Private Client Wealth LLC
285,990$28.9M0.5%ETFLowNew York, NY2026-10-28
Atlatl Advisers LLC
271,730$27.5M6.5%Agg GrowthHighMadison, WI2026-10-22
Ackerman Capital Advisors, LLC
269,537$27.3M5.3%ETFLowDallas, TX2026-10-30
Salomon & Ludwin, LLC
262,739$26.6M2.2%ETFVery LowRichmond, VA2026-10-29
Global Strategic Investment Solutions, LLC
261,197$26.4M2.3%ETFLowScottsdale, AZ2026-10-16
CX Institutional
253,468$25.6K0.7%CoreMediumAuburn, IN2026-10-02
Unique Wealth, LLC
235,087$23.8M2.7%ETFMediumTampa, FL2026-10-16
Gamma Investing LLC
221,161$22.4M0.8%IndexVery LowFoster City, CA2026-10-08
Modera Wealth Management, LLC
219,015$22.1M0.2%ETFVery LowWestwood, NJ2026-10-28
Brown Wealth Management, LLC
211,411$21.4M4.7%ETFMediumNaperville, IL2026-10-20
Black Diamond Financial, LLC
208,388$21.1M1.8%ETFVery LowTowson, MD2026-10-26
Waldron Private Wealth LLC
207,994$21.0M0.7%ETFVery LowBridgeville, PA2026-11-02
Morton Brown Family Wealth, LLC
207,197$20.9M4.7%ETFVery LowAllentown, PA2026-10-23
Triad Wealth Partners, LLC
205,696$20.8M1.1%ETFMediumLawrence, KS2026-10-26
North Star Investment Management Corp.
205,451$20.8M1.1%CoreLowChicago, IL2026-10-27
Apella Capital, LLC
200,528$20.2M0.3%ETFVery LowWest Hartford, CT2026-10-08
First Citizens Bank & Trust Co
195,475$19.8M0.3%CoreMediumRaleigh, NC2026-10-14
Capital Asset Advisory Services LLC
190,202$19.6M0.7%ETFLowWilliamston, MI2026-10-30
Symmetry Partners, LLC
189,786$19.2M1.0%ETFLowGlastonbury, CT2026-10-27
Perigon Wealth Management, LLC
188,569$19.1M0.3%GrowthLowSan Francisco, CA2026-10-22
Stairway Partners, LLC
188,555$19.1M0.9%ETFVery LowMinneapolis, MN2026-10-02
Revolve Wealth Partners, LLC
187,229$18.9M2.0%ETFVery LowHackensack, NJ2026-10-23
BIP Wealth, LLC
186,967$18.9M0.5%ETFMediumAtlanta, GA2026-10-22
Waterway Wealth Management, LLC
185,842$18.8M3.6%ETFMediumThe Woodlands, TX2026-10-28
Robertson Stephens Wealth Management, LLC
180,021$18.2M0.4%ETFMediumSan Francisco, CA2026-10-16
Confluence Wealth Services, Inc.
176,206$17.8M0.5%ETFVery LowMcmurray, PA2026-11-05
RMR Wealth Builders
172,822$17.5M1.0%ETFLowMontclair, NJ2026-10-22
Brookstone Capital Management
172,228$17.4M0.2%ETFMediumWheaton, IL2026-10-22
Resonant Capital Advisors, LLC
171,590$17.3M0.8%ETFLowMadison, WI2026-10-15
Plante Moran Financial Advisors, LLC
166,211$16.8M0.8%ETFVery LowSouthfield, MI2026-11-04
Regions Financial Corp
166,174$16.8M0.1%CoreLowBirmingham, AL2026-11-05
Avior Wealth Management, LLC
165,472$16.7M0.4%ETFMediumOmaha, NE2026-10-13
Aspen Wealth Management LLC
163,831$16.6M2.6%ETFLowFort Worth, TX2026-10-14
Allspring Global Investments Holdings, LLC
159,113$16.2M0.0%CoreMediumCharlotte, NC2026-11-04
Diversify Advisory Services, LLC
158,179$16.2M0.2%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
158,179$16.2M0.2%GrowthMediumSandy, UT2026-10-20
RTD Financial Advisors, Inc.
155,559$15.7M1.7%ETFLowPhiladelphia, PA2026-10-09
Towercrest Capital Management
150,731$15.2M2.2%ETFVery LowNewtown, PA2026-10-23
Single Point Partners, LLC
150,031$15.2M2.7%ETFVery LowBoston, MA2026-10-19
Altura Wealth Advisors Inc.
147,259$14.9M4.6%GrowthLowSanta Clara, CA2026-10-22
Atria Investments, Inc
146,164$14.8M0.1%CoreMediumCharlotte, NC2026-10-15
Citizens Financial Group Inc
145,325$14.7M0.2%GrowthLowProvidence, RI2026-10-23
Stage Harbor Financial, LLC
144,113$14.6M8.3%ETFVery LowWestwood, MA2026-11-03
Imc-Chicago, LLC
140,953$14.3M0.0%GARPVery HighChicago, IL2026-11-05
Compound Planning, Inc.
138,195$14.0M0.4%CoreLowNew York, NY2026-11-05
Ashton Thomas Private Wealth, LLC
136,625$13.8M0.3%CoreMediumScottsdale, AZ2026-11-03
AMG National Trust Bank
135,087$13.7M0.3%ETFLowGreenwood Village, CO2026-11-05
First Financial Bank - Trust Division
134,957$13.6M1.0%CoreLowHamilton, OH2026-10-01
Chesley Taft & Associates LLC
134,801$13.6M0.5%CoreLowChicago, IL2026-10-13
May Hill Capital, LLC
134,085$13.6M2.7%ETFLowCohasset, MA2026-11-03
Simplex Trading, LLC
133,229$13.5M0.0%CoreVery HighChicago, IL2026-11-04
City of London Investment Management Co LTD
132,037$13.3M0.9%YieldMediumLondon, United Kingdom2026-10-30
Lido Advisors, LLC
130,616$13.2M0.0%GrowthLowLos Angeles, CA2026-11-04
Verus Wealth Management, LLC
129,305$13.1M8.2%ETFLowDe Pere, WI2026-10-13
Crusonia Wealth Advisors LLC
129,179$13.1M2.0%ETFVery LowDenver, CO2026-10-26
Vicus Capital
128,652$13.0M0.8%ETFMediumState College, PA2026-11-05
Colony Family Offices, LLC
127,793$12.9M3.0%ETFVery LowCharlotte, NC2026-10-22
Rinkey Investments
127,395$12.9M3.1%ETFLowSan Diego, CA2026-10-28
Brooklyn FI, LLC
127,182$13.3M2.0%ETFVery LowNew York, NY2026-11-05
Integrated Advisors Network LLC
122,830$12.4M0.6%GrowthMediumDallas, TX2026-10-20
Kestra Private Wealth Services, LLC
120,700$12.2M0.1%GrowthLowAustin, TX2026-10-30
Simplicity Wealth,LLC
119,752$12.1M0.4%ETFLowSummit, NJ2026-10-23
Global Wealth Strategies & Associates
115,195$11.6M2.1%ETFLowDenver, CO2026-10-02
Diversified Enterprises, LLC
114,459$11.6M0.5%ETFVery LowWilmington, DE2026-10-19
Wealthcare Capital Management LLC
114,200$11.5M1.3%ETFVery LowRichmond, VA2026-10-21
CWA Asset Management Group, LLC
114,171$11.5M0.3%CoreMediumNaples, FL2026-10-19
Nisa Investment Advisors, LLC
113,545$11.5M0.0%IndexVery LowSt. Louis, MO2026-10-20
Tenret Co LLC
111,749$11.3M4.9%ETFVery LowTampa, FL2026-11-02
PDS Planning, Inc
108,960$11.0M0.6%IndexVery LowDublin, OH2026-11-03
Veery Capital, LLC
106,827$10.8M2.9%ETFVery LowWilmington, DE2026-10-07
Martel Wealth Advisors LLC
106,576$10.8M1.7%ETFVery LowVancouver, WA2026-10-14
Angeles Wealth Management, LLC
104,905$10.6M0.5%ETFLowSanta Monica, CA2026-10-26
Wrenne Financial Planning LLC
104,279$10.5M3.5%ETFVery LowLexington, KY2026-10-30
Apeiron RIA LLC
103,916$10.5M2.4%ETFMediumDallas, TX2026-10-08
Albion Financial Group
103,354$10.4M0.6%GrowthLowSalt Lake City, UT2026-10-21
Stone House Investment Management, LLC
101,238$10.2M1.3%ETFMediumTunkhannock, PA2026-10-23
Founders Financial Securities LLC
100,902$10.2M0.5%ETFMediumTowson, MD2026-10-28
Leonard Rickey Investment Advisors P.L.L.C.
100,900$10.2M1.6%ETFLowYakima, WA2026-10-29
Level Wealth Management LLC
98,858$10.0M3.8%ETFVery LowGreensboro, NC2026-10-23
JB Capital LLC
97,339$9.8M0.3%ETFMediumWethersfield, CT2026-10-19
Brandywine OAK Private Wealth LLC
97,268$9.8M0.7%ETFVery LowKennett Square, PA2026-10-23
25 LLC
96,468$9.8M2.7%ETFLowSt. Louis, MO2026-10-13
Weitzel Financial Services, Inc.
95,161$9.7M3.2%ETFVery LowDubuque, IA2026-10-16
Aquire Wealth Advisors, LLC
94,317$9.5M2.2%ETFVery LowSalt Lake City, UT2026-10-23
Proathlete Wealth Management LLC
93,786$9.5M2.1%ETFVery LowBoca Raton, FL2026-10-15
Alliance Wealth Management Group
93,107$9.4M1.9%ETFLowFlemington, NJ2026-10-29
Patriot Investment Management Group, Inc.
92,769$9.4M0.5%ETFVery LowKnoxville, TN2026-10-15
Saxon Interests, Inc.
92,563$9.4M3.2%ETFMediumHouston, TX2026-10-26
Mainsail Financial Group, LLC
91,867$9.3M3.1%ETFLowBellevue, WA2026-10-23
One Wealth Capital Management, LLC
89,354$9.0M3.4%GrowthMediumScottsdale, AZ2026-10-23
Mather Group, Llc.
88,644$9.0M0.1%ETFMediumChicago, IL2026-10-14
OpenArc Corporate Advisory, LLC
87,638$8.9M0.1%GrowthLowAtlanta, GA2026-10-21
Ullmann Wealth Partners Group, LLC
87,395$8.8M0.8%ETFLowJacksonville Beach, FL2026-11-02
Diversified Portfolios, Inc.
86,673$8.8M0.6%ETFLowBloomfield Hills, MI2026-11-04
Orin Green Financial, LLC
85,688$8.7M3.3%ETFVery LowSan Diego, CA2026-10-19
BCO Wealth Management LLC
84,853$8.6M4.6%ETFLowCarlsbad, NM2026-10-14
Wealth Advisory Solutions, LLC
81,254$8.2M1.7%ETFLowZionsville, IN2026-10-20
Pines Wealth Management, LLC
80,113$8.1M2.3%GrowthLowSouthern Pines, NC2026-10-21
Slow Capital, Inc.
77,422$7.8M0.9%Agg GrowthLowGreenbrae, CA2026-10-23
Fulton Breakefield Broenniman LLC
76,700$7.8M0.4%GrowthLowBethesda, MD2026-11-03
Harbor Group, Inc.
76,549$7.7M0.9%ETFVery LowBedford, NH2026-10-14
Naples Global Advisors, LLC
76,461$7.7M0.5%CoreVery LowNaples, FL2026-11-05
MLG Wealth Management DBA Pine Grove Financial Group
76,162$7.7M0.7%ETFMediumWoodbury, MN2026-10-13
Concurrent Investment Advisors, LLC
75,412$7.6M0.1%GrowthMediumTampa, FL2026-10-16
HUB Investment Partners, LLC
75,396$7.6M0.1%GrowthLowAustin, TX2026-11-03
Watershed Private Wealth LLC
73,114$7.4M2.0%ETFMediumOak Brook, IL2026-10-30
IMPACTfolio, LLC
72,886$7.4M2.7%ETFVery LowDenver, CO2026-10-28
Fiduciary Financial Group, LLC
72,517$7.3M0.9%ETFLowSan Rafael, CA2026-10-13
Bare Financial Services, Inc
71,478$7.2M1.6%ETFVery LowGap, PA2026-11-04
Aletheian Wealth Advisors LLC
71,209$7.2M2.9%ETFVery LowBellevue, WA2026-10-08
Legacy Financial Strategies, LLC
70,836$7.2M1.2%ETFLowOverland Park, KS2026-10-15
Gerber Kawasaki Wealth & Investment Management
70,560$7.1M0.2%ETFLowSanta Monica, CA2026-10-29
Focus Financial Network, Inc.
70,518$7.1M0.2%ETFLowMinneapolis, MN2026-10-14
Presilium Private Wealth, LLC
68,214$6.9M1.0%ETFVery LowRadnor, PA2026-10-26
Cullen T Bankers, Inc.
67,849$6.9M0.1%GrowthLowSan Antonio, TX2026-10-28
Hobart Private Capital, LLC
67,689$6.8M1.2%ETFMediumCharlotte, NC2026-10-19
Connecticut Wealth Management, LLC
66,511$6.7M0.2%ETFLowFarmington, CT2026-10-13
Sterling Investment Advisors, Ltd.
66,489$6.7M1.1%GrowthLowBerwyn, PA2026-10-27
Heck Capital Advisors, LLC
66,367$6.7M0.4%ETFMediumRhinelander, WI2026-10-14
Sterling Investment Counsel, LLC
66,138$6.7M1.5%GrowthLowBuffalo, NY2026-10-19
Prospect Financial Group LLC
65,801$6.7M5.6%ETFVery LowArlington, VA2026-11-05
Mariner Investment Group LLC
65,315$6.6M1.1%ETFHighNew York, NY2026-11-04
Advus Financial Partners, LLC
64,984$6.6M1.9%ETFLowWinter Park, FL2026-10-20
Johnson Bixby & Associates, LLC
64,431$6.5M0.7%ETFMediumVancouver, WA2026-10-14
Precedent Wealth Partners, LLC
63,088$6.4M1.0%ETFMediumHouston, TX2026-10-21
Kings Path Partners LLC
62,822$6.4M1.7%ETFVery LowSugar Land, TX2026-10-21
Elyxium Wealth, LLC
62,372$6.3M0.6%GrowthVery LowBeverly Hills, CA2026-10-27
Sincerus Advisory, LLC
61,729$6.2M4.1%ETFVery LowNew York, NY2026-10-09
Private Wealth Management Group, LLC
61,365$6.2M1.4%ETFLowPrinceton, NJ2026-10-19
Confluence Investment Management LLC
60,834$6.2M0.1%ValueMediumSt. Louis, MO2026-10-01
San Luis Wealth Advisors LLC
60,681$6.1M0.9%CoreMediumSan Luis Obispo, CA2026-10-27
First Business Financial Services, Inc.
59,706$6.0M0.5%ETFVery LowMadison, WI2026-10-29
Avant Financial Advisors LLC
59,298$6.0M3.6%ETFVery LowAustin, TX2026-11-02
Somnio Financial Group, LLC
59,015$6.0M3.6%ETFVery LowGlastonbury, CT2026-10-26
AUA Capital Management, LLC
58,591$5.9M2.8%ETFVery LowMechanicsburg, PA2026-10-15
Prospera Financial Services Inc
58,303$6.1M0.1%CoreMediumDallas, TX2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
58,194$5.9M0.1%GrowthVery LowSeattle, WA2026-10-27
Prosperity Planning, Inc.
57,885$5.9M1.3%ETFVery LowNorth Kansas City, MO2026-10-09
Skyline Advisors, Inc.
57,616$5.8M1.8%ETFMediumBellingham, WA2026-11-03
Daymark Wealth Partners, LLC
57,197$5.8M0.1%CoreLowCincinnati, OH2026-11-04
Veratis Advisors, Inc.
56,472$5.7M4.3%ETFN/ACary, NC2026-11-03
Gutierrez Wealth Advisory, LLC
56,155$5.7M3.0%ETFLowLittle Rock, AR2026-11-02
Westside Investment Management, Inc.
55,299$5.6M0.7%GrowthLowSanta Monica, CA2026-11-02
Investment Partners, Ltd.
54,572$5.5M0.9%ETFVery LowNew Philadelphia, OH2026-10-29
Financial Planning Fort Collins, LLC
53,603$5.4M4.0%ETFVery LowFort Collins, CO2026-10-16
K2 Financial Inc.
53,200$5.4M3.7%ETFLowGlendora, CA2026-10-26
Sovran Advisors, LLC
52,762$5.5M0.4%ETFMediumSan Diego, CA2026-11-02
Visionary Wealth Advisors
52,733$5.3M0.2%ETFLowO'Fallon, IL2026-11-04
Ironwood Wealth Management, Llc.
52,472$5.3M1.1%ETFLowChandler, AZ2026-10-28
Smart Wealth LLC
51,882$5.2M1.1%ETFHighOmaha, NE2026-11-04
Cardinal Strategic Wealth Guidance
51,627$5.2M1.2%ETFMediumLouisville, KY2026-11-02
Midwest Trust Co
51,409$5.2M0.1%CoreLowOverland Park, KS2026-10-22
Investment Research Partners LLC
51,068$5.2M1.7%CoreLowLemont, PA2026-10-19
Thrive Wealth Management, LLC
50,967$5.2M0.6%ETFVery LowAudubon, PA2026-10-13
Capital Investment Services of America, Inc.
50,879$5.1M0.5%GrowthLowMilwaukee, WI2026-11-02
Fifth Third Securities, Inc.
50,879$5.1M0.3%ETFLowCincinnati, OH2026-10-21
Forza Wealth Management, LLC
50,700$5.1M1.5%CoreVery LowSarasota, FL2026-10-20
Detalus Advisors, LLC
50,191$5.1M1.0%ETFLowSt. Louis, MO2026-10-15
IFP Advisors, Inc
49,862$5.0M0.1%GrowthLowTampa, FL2026-10-16
Armor Investment Advisors, LLC
49,855$5.0M1.6%ETFLowRaleigh, NC2026-10-27
Plancorp, LLC
49,819$5.2M0.1%ETFLowSaint Louis, MO2026-11-03
Conrad Siegel Investment Advisors, Inc.
49,118$5.0M0.8%ETFLowHarrisburg, PA2026-10-08
Fragasso Financial Advisors Inc
48,677$4.9M0.2%ETFLowSewickley, PA2026-10-13
Smith & Howard Wealth Management, LLC
48,566$4.9M0.9%ETFLowAtlanta, GA2026-10-27
Davidson Investment Advisors
47,921$4.8M0.2%CoreLowGreat Falls, MT2026-10-20
Traveka Wealth, LLC
47,692$4.8M1.5%ETFLowLos Altos, CA2026-10-19
Flagstone Financial Management
47,206$4.8M1.0%ETFVery LowLincoln, NE2026-11-05
Moller Wealth Partners
45,892$4.6M0.9%ETFVery LowNorthfield, IL2026-10-15
HMS Capital Management, LLC
45,764$4.6M1.8%GrowthMediumNashville, TN2026-10-20
Hassell Wealth Management, LLC
45,655$4.6M1.4%ETFLowHouma, LA2026-10-19
LiftPoint Family Wealth Advisors LLC
45,537$4.6M3.1%ETFMediumFar Hills, NJ2026-11-03
Motive Wealth Advisors
45,510$4.6M1.8%ETFVery LowBirmingham, MI2026-10-26
Arkansas Financial Group, Inc.
45,378$4.6M0.6%ETFVery LowLittle Rock, AR2026-10-26
Exchange Bank
45,151$4.6M2.8%CoreLowSanta Rosa, CA2026-10-07
Financial Life Advisors
45,089$4.6M1.3%ETFLowSan Antonio, TX2026-10-14
Blue Trust, Inc.
45,080$4.6M0.0%ETFLowBrentwood, TN2026-10-15
Physician Wealth Solutions Inc.
44,932$4.5M1.8%ETFLowNorth Las Vegas, NV2026-10-14
RFG Advisory, LLC
44,787$4.5M0.1%ETFMediumBirmingham, AL2026-11-03
MGO One Seven LLC
44,492$4.5M0.1%GrowthLowBeachwood, OH2026-10-28
StoneX Group Inc.
44,153$4.5M0.2%ETFMediumNew York, NY2026-11-03
Biltmore Family Office, LLC
43,668$4.4M0.6%GrowthLowCharlotte, NC2026-11-03
Insight Wealth Strategies, LLC
43,626$4.4M0.4%ETFHighSan Ramon, CA2026-10-09
Curbstone Financial Management Corp
43,512$4.4M0.8%CoreLowManchester, NH2026-10-21
Cannon Financial Strategists, Inc.
43,190$4.4M0.5%ETFVery LowAthens, GA2026-10-19
Carnegie Investment Counsel
42,545$4.3M0.1%CoreLowPepper Pike, OH2026-10-20
First National Trust Co
42,455$4.3M0.1%GrowthLowJohnstown, PA2026-10-28
Verus Capital Partners, LLC
41,539$4.2M0.2%GrowthLowScottsdale, AZ2026-11-03
Galvin, Gaustad & Stein, LLC
41,116$4.2M0.3%CoreMediumScottsdale, AZ2026-10-08
Cornerstone Planning Group LLC
40,889$4.1M0.5%ETFMediumFairfield, NJ2026-10-16
VestGen Advisors, LLC
40,786$4.1M0.1%GrowthMediumChicago, IL2026-10-27
Acropolis Investment Management, LLC
40,586$4.1M0.2%ETFLowSt. Louis, MO2026-10-08
Durante & Waters, LLC
40,191$4.1M2.6%ETFVery LowBrewster, NY2026-10-28
Wealth Management Resources, Inc.
40,028$4.0M1.3%ETFVery LowSmithfield, RI2026-10-21
Leeward Financial Partners, LLC
39,979$4.0M1.0%GrowthMediumBellevue, WA2026-10-23
Wedbush Securities Inc
39,881$4.0K0.0%CoreLowPasadena, CA2026-10-22
Vannoy Advisory Group, Inc.
39,686$4.0M2.3%ETFVery LowAustin, TX2026-10-13
Sendero Wealth Management, LLC
39,126$4.0M0.4%GARPLowSan Antonio, TX2026-10-14
Sharkey, Howes & Javer
38,486$3.9M0.5%ETFMediumDenver, CO2026-10-22
Higgins & Schmidt Wealth Strategies LLC
38,382$3.9M1.6%ETFLowDenver, CO2026-10-26
Able Wealth Management LLC
38,381$3.9M0.9%ETFMediumToms River, NJ2026-10-13
One Advisory Partners, LLC
38,263$3.9M1.0%ETFMediumOverland Park, KS2026-10-22
Opus Capital Group, LLC
38,104$3.9K0.0%ETFVery LowCincinnati, OH2026-10-30
Private Trust Co NA
37,912$3.8M0.3%CoreLowCleveland, OH2026-10-20
Life Planning Partners, Inc
37,847$3.8M3.1%ETFVery LowJacksonville, FL2026-10-28
SAX Wealth Advisors, LLC
37,754$3.8M0.1%ETFVery LowParsippany, NJ2026-10-13
Chicago Partners Investment Group LLC
37,608$3.9M0.1%GARPLowChicago, IL2026-10-27
CFS Investment Advisory Services, LLC
37,505$3.8M0.2%ETFMediumTotowa, NJ2026-10-19
Annex Advisory Services, LLC
37,127$3.8M0.1%GrowthHighBrookfield, WI2026-10-16
Eagle Rock Investment Company, LLC
36,946$3.7M0.5%CoreLowAtlanta, GA2026-10-21
Dodds Wealth, LLC
36,846$3.7M0.8%ETFVery LowGreenwood Village, CO2026-11-02
AlphaCore Capital LLC
36,831$3.7M0.1%ETFLowLa Jolla, CA2026-11-04
RCS Financial Planning, LLC
36,469$3.7M2.0%ETFMediumAnnapolis, MD2026-10-14
Alpine Bank Wealth Management
36,255$3.7M0.5%ETFHighGrand Junction, CO2026-10-16
Northside Capital Management, LLC
36,007$3.6M0.3%GARPLowHood River, OR2026-10-13
Equita Financial Network, Inc.
35,816$3.6M1.0%ETFLowFort Washington, PA2026-10-19
Petersen Hastings Wealth Advisors Inc.
35,545$3.6M0.3%ETFLowKennewick, WA2026-10-27
Joel Adams & Associates, Inc.
35,471$3.6M2.3%ETFLowAsheville, NC2026-11-02
Balefire, LLC
35,404$3.6M0.6%ETFMediumDallas, TX2026-10-09
Traphagen Investment Advisors LLC
35,274$3.6M0.2%ETFLowOradell, NJ2026-10-14
Greenspring Advisors, LLC
35,037$3.5M0.2%ETFVery LowTowson, MD2026-11-05
Tassel Capital Management, Inc.
34,788$3.5M1.7%ETFLowMatthews, NC2026-10-20
Gen-Wealth Partners Inc
34,735$3.5M1.0%CoreLowZeeland, MI2026-11-04
Bernardo Wealth Planning LLC
34,688$3.5M0.3%ETFVery LowHarleysville, PA2026-10-23
McNaughton Wealth Management, LLC
34,322$3.5M1.2%ETFLowSan Diego, CA2026-10-09
Sentinel Pension Advisors, LLC
33,747$3.4M0.4%ETFLowWakefield, MA2026-11-02
Meridian Wealth Management, LLC
33,709$3.4M0.1%GrowthLowLexington, KY2026-11-05
Sigma Planning Corp
33,625$3.4M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Apollon Wealth Management, LLC
33,551$3.4M0.0%GrowthLowMount Pleasant, SC2026-10-23
MCF Advisors LLC
33,485$3.4M0.1%ETFLowLexington, KY2026-10-28
McAdam, LLC
33,404$3.4M0.1%ETFLowPhiladelphia, PA2026-10-21
Trinity Wealth Management, LLC
33,278$3.4M1.1%ETFMediumBerwyn, PA2026-10-13
Elevation Point Wealth Partners, LLC
33,224$3.4M0.1%CoreHighDenver, CO2026-11-05
Paladin Wealth, LLC
32,797$3.3M1.8%CoreLowArden Hills, MN2026-10-23
CGN Advisors LLC
32,715$3.3M0.3%ETFLowManhattan, KS2026-10-21
Bryn Mawr Trust Advisors, LLC
32,715$3.3M0.1%CoreLowPhiladelphia, PA2026-11-04
Mccarter Private Wealth Services LLC
32,383$3.3M1.1%CoreLowBoston, MA2026-10-22
Orrstown Financial Services Inc
32,162$3.3M0.5%ETFLowHarrisburg, PA2026-10-14
Smithbridge Asset Management Inc
32,083$3.2M0.4%GrowthLowChadds Ford, PA2026-10-19
Ascentis Independent Advisors
31,938$3.2M0.2%ETFLowDallas, TX2026-11-03
Joseph Group Capital Management
31,909$3.2M0.6%ETFLowColumbus, OH2026-11-04
Royal Harbor Partners, LLC
31,852$3.2M1.0%ETFMediumHouston, TX2026-10-29
Axxcess Wealth Management, LLC
31,734$3.2M0.1%CoreLowCarlsbad, CA2026-10-21
Procyon Advisors, LLC
31,412$3.2M0.1%CoreVery LowShelton, CT2026-10-21
First Horizon Corp
30,977$3.1M0.1%CoreLowMemphis, TN2026-10-26
Spinnaker Investment Group, LLC
30,849$3.1M0.5%ETFLowNewport Beach, CA2026-10-13
Symphony Financial, Ltd. Co.
30,736$3.1M0.3%GrowthLowHouston, TX2026-10-22
Professional Financial Advisors, LLC
30,369$3.1M0.5%ETFMediumNorth Platte, NE2026-10-13
Grove Bank & Trust
30,267$3.1M0.3%ETFLowMiami, FL2026-10-08
Colton Groome Financial Advisors, LLC
30,205$3.1M0.7%ETFLowAsheville, NC2026-10-06
Kingswood Wealth Advisors, LLC
30,026$3.0M0.1%GrowthLowSan Diego, CA2026-10-23
Abound Wealth Management
29,918$3.0M0.6%ETFVery LowFranklin, TN2026-10-26
Larson Financial Group LLC
29,904$3.0M0.1%GrowthLowSt Louis, MO2026-11-05
Independent Financial Group, LLC
29,482$3.0M0.1%GrowthLowSan Diego, CA2026-10-13
D.A. Davidson & Co.
29,366$3.0M0.0%CoreLowGreat Falls, MT2026-10-28
TSA Wealth Managment LLC
29,002$2.9M0.8%ETFMediumHouston, TX2026-10-22
IFG Advisors, LLC
28,969$2.9M0.4%ETFVery LowSt. Louis, MO2026-10-15
Avail Investment Partners, LLC
28,922$2.9M2.1%CoreMediumLemont, PA2026-10-16
Strategic Blueprint, LLC
28,845$2.9M0.1%ETFLowAtlanta, GA2026-10-22
Waller Financial Planning Group, Inc
28,710$2.9M0.6%ETFMediumColumbus, OH2026-10-07
Polaris Investment Advisors, LLC
28,456$2.9M1.8%ETFMediumFramingham, MA2026-10-20
Parallel Advisors, LLC
28,393$2.9M0.0%IndexLowSan Francisco, CA2026-11-03
Coastline Trust Co
28,124$2.8M0.3%GrowthVery LowProvidence, RI2026-10-01
SigFig Wealth Management, LLC
27,847$2.8M0.1%ETFLowSan Francisco, CA2026-10-07
Narus Financial Partners, LLC
27,820$2.8M0.7%ValueLowSalt Lake City, UT2026-10-19
Claro Advisors Inc.
27,710$2.8M0.3%CoreLowBoston, MA2026-11-02
Cypress Wealth Services, LLC
27,608$2.8M0.3%ETFLowPalm Desert, CA2026-10-21
Xena Financial Planning, LLC
27,518$2.8M2.7%ETFVery LowPortland, OR2026-10-13
Acima Private Wealth, LLC
27,462$2.8M0.8%ETFVery LowRichmond, VA2026-10-05
Private Client Services, LLC
27,100$2.7M0.7%ETFMediumLouisville, KY2026-10-02
Core Wealth Advisors, LLC
27,014$2.7M2.0%ETFN/AIndianapolis, IN2026-11-05
Capital Management Associates, Inc
26,874$2.7M0.5%ETFLowMinneapolis, MN2026-10-20
LexAurum Advisors, LLC
26,689$2.7M0.3%ETFLowOverland Park, KS2026-10-19
Anderson Hoagland & Co
26,431$2.7M0.2%ETFLowSt Louis, MO2026-10-23
White Lighthouse Investment Management Inc.
26,339$2.7M0.3%ETFVery LowBedford, MA2026-10-21
Dynamic Advisor Solutions LLC
26,268$2.7M0.1%ETFLowPhoenix, AZ2026-10-13
Insight Wealth Partners, LLC
26,091$2.6M0.3%ETFLowPlano, TX2026-10-26
Financial Planning Navigators Corp
26,073$2.6M1.0%ETFMediumMaple Grove, MN2026-10-14
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
26,062$2.6M0.1%ETFMediumWestlake, OH2026-10-14
SevenBridge Financial Group, LLC
25,890$2.6M0.4%CoreLowHarrisburg, PA2026-10-26
Csenge Advisory Group
25,772$2.6M0.1%ETFMediumClearwater, FL2026-11-04
SteelPeak Wealth, LLC
25,715$2.6M0.1%GrowthHighWoodland Hills, CA2026-10-16
Hoge Financial Services, LLC
25,680$2.6M1.2%ETFVery LowCanonsburg, PA2026-11-05
XY Planning Network, Inc.
25,598$2.6M0.3%ETFLowBozeman, MT2026-10-14
Financial Insights, Inc.
25,529$2.6M0.7%ETFLowTacoma, WA2026-10-27
Voisard Asset Management Group, Inc.
25,444$2.6M0.5%ETFLowGrand Rapids, MI2026-10-13
Hengehold Capital Management LLC
25,415$2.6M0.2%ETFLowCincinnati, OH2026-10-16
Americana Partners, LLC
25,395$2.6M0.1%CoreMediumHouston, TX2026-10-28
Silver Grove Financial Group, Inc.
25,265$2.6M1.2%CoreMediumOrchard Park, NY2026-11-05
Stephenson & Company, Inc.
25,257$2.6M1.2%ETFVery LowSan Clemente, CA2026-10-30
Dorval Corp
25,190$2.5M0.7%ETFLowMaple Grove, MN2026-10-29
United Advisor Group, LLC
25,139$2.5M0.2%ETFLowCincinnati, OH2026-11-03
Kingdom Financial Group Llc.
25,074$2.5M0.6%ETFMediumPeoria, AZ2026-11-04
Keybank National Association
25,069$2.5M0.0%CoreLowBrooklyn, OH2026-11-04
ARQ Wealth Advisors, LLC
25,024$2.5M0.3%ETFLowScottsdale, AZ2026-10-29
Sage Financial Group Inc
24,771$2.5M0.1%ETFVery LowW. Conshohocken, PA2026-10-27
Creative Financial Designs Inc
24,577$2.5M0.1%ETFMediumKokomo, IN2026-11-04
GLR Partners, LLC
24,560$2.5M1.2%GrowthN/AColumbia, MD2026-11-04
Tenzing Financial LLC
24,407$2.5M1.7%ETFVery LowWilliamsburg, VA2026-11-03
Veracity Capital LLC
24,404$2.5M0.7%GrowthLowAtlanta, GA2026-10-08
Sanchez Gaunt Capital Management, LLC
23,976$2.4M1.3%ETFN/AReno, NV2026-11-03
Safir Wealth Advisors, LLC
23,654$2.4M1.5%ETFVery LowGreenland, NH2026-10-16
Asset One Wealth Management LLC
23,252$2.4M0.2%GrowthLowBellevue, WA2026-11-02
Canvas Wealth Advisors, LLC
23,243$2.4M0.3%GrowthLowShawnee, KS2026-11-02
Maia Wealth LLC
23,146$2.3M0.3%ETFMediumDenver, CO2026-10-19
Client First Capital LLC
23,070$2.3M0.9%ETFMediumSan Diego, CA2026-10-22
Invested Advisors
23,057$2.3M2.0%CoreMediumState College, PA2026-10-23
First Heartland Consultants, Inc.
22,714$2.3M0.2%ETFMediumLake St. Louis, MO2026-10-08
Cornerstone Wealth Management, LLC
22,680$2.3M0.1%ETFVery LowSt. Peters, MO2026-11-04
Avidian Wealth Enterprises, LLC
22,585$2.3M0.1%ETFLowHouston, TX2026-10-08
Premier Path Wealth Partners, LLC
22,568$2.3M0.3%GrowthMediumMadison, NJ2026-10-16
MKD Wealth Coaches, LLC
22,532$2.3M1.9%ETFVery LowTroy, MI2026-10-09
Mission Wealth Management, LP
22,505$2.3M0.0%ETFLowSanta Barbara, CA2026-10-15
Integrity Advisory Solutions, LLC
21,925$2.2M0.2%ETFMediumDallas, TX2026-10-29
Cyndeo Wealth Partners, LLC
21,642$2.2M0.1%CoreMediumSt. Petersburg, FL2026-10-16
Phillips Financial Management, LLC
21,530$2.2M0.2%ETFVery LowFort Wayne, IN2026-10-19
MY Wealth Management Inc.
21,353$2.2M1.6%ETFVery HighGermantown, MD2026-10-21
Keeler & Nadler Financial Planning & Wealth Management
21,204$2.1M0.6%ETFLowDublin, OH2026-10-28
Sonata Capital Group Inc
21,175$2.1M0.7%ETFVery LowSeattle, WA2026-10-19
Apex Wealth Management, LLC
21,116$2.1M1.3%ETFMediumBedford, NH2026-10-20
Brady Martz Wealth Solutions, LLC
21,095$2.1M0.3%ETFLowGrand Forks, ND2026-11-05
Hudson Oak Wealth Advisory LLC
20,926$2.1M1.6%ETFVery LowHoboken, NJ2026-10-16
Apollon Financial, LLC
20,910$2.1M0.2%ETFVery LowMount Pleasant, SC2026-10-23
SWS Partners
20,890$2.1M0.5%GrowthMediumColumbus, OH2026-10-26
Flagship Harbor Advisors, LLC
20,880$2.1M0.1%ETFMediumBoston, MA2026-10-26
Pinnacle Bancorp, Inc.
20,774$2.1M0.6%CoreVery LowBeatrice, NE2026-10-21
GC Wealth Management RIA, LLC
20,673$2.1M0.1%GrowthMediumCambridge, MA2026-11-02
J.W. Cole Advisors, Inc.
20,673$2.1M0.0%IndexLowTampa, FL2026-11-05
Centerline Wealth Advisors, LLC
20,603$2.1M0.6%ETFHighLouisville, KY2026-10-15
James Investment Research, Inc.
20,533$2.1M0.2%CoreLowAlpha, OH2026-10-22
Retirement Wealth Solutions LLC
20,388$2.1M1.1%ETFLowMarshfield, WI2026-10-07
Grey Fox Wealth Advisors, LLC
20,338$2.1M0.3%ETFLowRockland, DE2026-11-03
Philadelphia Trust Co
20,289$2.1M0.3%GrowthLowPhiladelphia, PA2026-11-05
Quadrant Private Wealth Management, LLC
20,189$2.0M0.3%GrowthLowCenter Valley, PA2026-11-04
Greenleaf Trust
20,108$2.0M0.0%CoreLowKalamazoo, MI2026-10-29
Koshinski Asset Management, Inc.
19,460$2.0M0.1%ETFLowDecatur, IL2026-10-29
Caldwell Trust Co
19,436$2.0M0.2%GrowthLowVenice, FL2026-10-30
Clear Creek Financial Management, LLC
19,195$1.9M0.1%ETFMediumSilverdale, WA2026-10-28
Oppenheimer & Co Inc
19,016$1.9M0.0%CoreLowNew York, NY2026-10-26
Archer Investment Management, LLC
18,928$1.9M0.6%ETFHighAustin, TX2026-10-13
Collective Family Office LLC
18,899$1.9M0.4%ETFLowYork, PA2026-10-05
White & Co Financial Planning Inc
18,897$2.0M1.3%ETFVery LowSunnyside, WA2026-10-16
AdvisorNet Financial, Inc
18,842$1.9M0.1%ETFLowMinnetonka, MN2026-10-15
Liberty Capital Management, Inc.
18,589$1.9M0.3%CoreVery LowBirmingham, MI2026-11-02
Two West Capital Advisors LLC
18,289$1.8M0.9%ETFLowOverland Park, KS2026-10-15
Eagle Global Advisors LLC
18,275$1.8M0.1%CoreLowHouston, TX2026-11-02
Alhambra Investment Management LLC
18,153$1.8M0.8%CoreLowPalmetto Bay, FL2026-10-15
Caliber Wealth Management, LLC / KS
18,129$1.8M0.2%ETFLowOverland Park, KS2026-11-04
Forum Financial Management, LP
17,935$1.8M0.0%ETFLowLombard, IL2026-10-16
Rossby Financial, LCC
17,867$1.8M0.3%ETFMediumMelbourne, FL2026-11-05
Accredited Investor Services, LLC
17,822$1.8M1.0%ETFVery LowSt. Cloud, MN2026-10-22
PUREfi Wealth, LLC
17,725$1.8M0.8%GrowthMediumBoston, MA2026-10-19
TruNorth Capital Management, LLC
17,608$1.8M0.3%ETFLowKalamazoo, MI2026-10-14
Patten Group, Inc.
17,447$1.8M0.3%CoreLowChattanooga, TN2026-10-26
Smallwood Wealth Investment Management, LLC
17,398$1.8M0.7%ETFVery LowRed Bank, NJ2026-10-30
Nations Financial Group Inc,
17,272$1.7M0.1%CoreLowCedar Rapids, IA2026-11-05
Moss Adams Wealth Advisors LLC
17,255$1.7M0.1%ETFLowSeattle, WA2026-10-28
Laurel OAK Wealth Management, LLC
17,093$1.7M0.2%GrowthLowMarlton, NJ2026-10-19
Northern Lights Advisors, Inc.
16,806$1.7M0.9%ETFVery LowSeattle, WA2026-10-21
Capital Investment Advisors, LLC
16,605$1.7M0.0%CoreLowAtlanta, GA2026-10-22
Graves Light Lenhart Wealth, Inc.
16,578$1.7M0.2%ETFVery LowHarrisonburg, VA2026-10-09
Foronjy Financial LLC
16,550$1.7M0.6%ETFLowLos Osos, CA2026-10-14
Capital Advisors, Ltd. LLC
16,422$1.7K0.0%ETFLowShaker Heights, OH2026-10-27
Redhawk Wealth Advisors, Inc.
16,325$1.7M0.2%ETFHighMinneapolis, MN2026-10-14
M Holdings Securities, Inc.
16,195$1.6M0.7%ETFHighPortland, OR2026-11-03
Sterling Financial Planning, Inc.
16,052$1.6M0.4%ETFVery LowSparta, NJ2026-10-28
Birch Financial Group, LLC
16,013$1.6M0.8%CoreLowKeene, NH2026-10-27
Principal Financial Group Inc
15,965$1.6M0.0%CoreLowDes Moines, IA2026-11-02
TSG Advice Partners, LLC
15,901$1.7M0.2%ETFN/AColumbus, OH2026-10-29
Pinnacle Associates LTD
15,881$1.6M0.0%CoreLowNew York, NY2026-10-20
Keystone Wealth Services, LLC
15,749$1.6M0.3%ETFHighPalm Desert, CA2026-11-03
Valeo Financial Advisors, LLC
15,641$1.6M0.0%ETFLowCarmel, IN2026-10-08
Paladin Partners, LLC
15,576$1.6M1.0%ETFVery LowHartland, WI2026-10-06
TCV Trust & Wealth Management, Inc.
15,576$1.6M0.1%CoreVery LowRichmond, VA2026-10-16
Family Capital Management, Inc.
15,352$1.6M0.6%ETFLowGrand Rapids, MI2026-11-03
Forte Asset Management LLC
15,300$1.5M0.6%ETFLowBedford, NY2026-10-13
Cypress Capital Group
15,241$1.5M0.1%CoreLowPalm Beach, FL2026-11-03
Cooksen Wealth, LLC
15,201$1.5M0.9%ETFVery LowThe Woodlands, TX2026-10-13
Summit Wealth Group LLC / Co
15,161$1.5M0.1%ETFHighColorado Springs, CO2026-10-29
Lpwm LLC
15,078$1.5M0.3%ETFMediumMinneapolis, MN2026-10-20
Bailard, Inc.
15,061$1.5M0.0%GrowthMediumFoster City, CA2026-10-13
FC Advisory LLC
14,973$1.5M0.4%ETFVery LowWest Chester, PA2026-10-05
FF Advisors,LLC
14,964$1.5M0.6%ETFLowManhattan Beach, CA2026-10-21
LJI Wealth Management, LLC
14,828$1.5M0.2%ETFLowIndianapolis, IN2026-10-28
Cranbrook Wealth Management, LLC
14,819$1.5M0.3%ETFVery LowBloomfield Hills, MI2026-10-28
Venture Visionary Partners LLC
14,790$1.5M0.0%CoreLowSylvania, OH2026-10-07
Columbia Bank
14,759$1.5M0.3%GrowthLowLake Oswego, OR2026-10-29
Vericrest Private Wealth
14,700$1.5M1.3%ETFLowNewtown, PA2026-10-21
Lineweaver Wealth Advisors, LLC
14,672$1.5M0.2%ETFLowValley View, OH2026-10-13
W.H. Cornerstone Investments Inc.
14,664$1.5M0.8%CoreLowKingston, MA2026-11-03
LeConte Wealth Management, LLC
14,640$1.5M0.8%GrowthMediumMaryville, TN2026-10-20
Todd Asset Management LLC
14,228$1.4M0.0%ValueMediumLouisville, KY2026-10-27
Ledyard National Bank
14,102$1.4M0.1%CoreLowHanover, NH2026-10-21
Novem Group
14,095$1.4M0.1%ETFMediumRochester, NY2026-10-19
Surience Private Wealth LLC
13,941$1.4M1.4%ETFVery HighYakima, WA2026-10-16
LCW Services, LLC
13,846$1.4M0.6%ETFLowVirginia Beach, VA2026-10-21
First National Bank of Mount Dora, Trust Investment Services
13,785$1.4M0.3%CoreMediumMount Dora, FL2026-10-21
Tennessee Valley Asset Management Partners
13,632$1.4M0.2%ETFLowKnoxville, TN2026-11-03
Buck Wealth Strategies, LLC
13,567$1.4M0.1%ValueMediumDenver, CO2026-10-28
Guidance Capital, Inc
13,552$1.4M0.3%ETFMediumLousville, KY2026-11-03
Laurel Wealth Advisors LLC
13,389$1.4M0.1%CoreVery LowCharlotte, NC2026-10-27
Brucke Financial, Inc.
13,374$1.4M0.6%GrowthMediumIndianapolis, IN2026-10-23
River's Edge Wealth Management, LLC
13,346$1.4M1.1%ETFVery LowBeaver, PA2026-10-19
Foguth Wealth Management, Llc.
13,327$1.4M0.1%ETFHighBrighton, MI2026-10-19
Power Wealth Management LLC
13,303$1.3M0.5%ETFLowAlpharetta, GA2026-10-27
Shrier Wealth Management, LLC
13,295$1.3M0.5%CoreVery LowLos Angeles, CA2026-10-20
ARS Wealth Advisors Group, LLC
13,273$1.3M0.1%CoreLowSt. Petersburg, FL2026-10-16
Physician Wealth Advisors, Inc.
13,086$1.3M0.2%ETFMediumMidvale, UT2026-10-20
Juncture Wealth Strategies, LLC
12,961$1.3M0.3%ETFLowScottsdale, AZ2026-10-06
Friday Financial
12,802$1.3M0.3%ETFVery LowDubuque, IA2026-10-09
Dorato Capital Management
12,760$1.3M0.9%ValueVery LowDenver, CO2026-10-08
Vavra Capital Management, LLC
12,748$1.3M1.1%ETFLowCollegeville, PA2026-10-14
Outbound Financial Inc
12,684$1.3M0.8%ETFLowBoulder, CO2026-10-13
HB Wealth Management, LLC
12,641$1.3M0.0%IndexVery LowAtlanta, GA2026-10-23
Cyr Financial Inc.
12,594$1.3M0.6%ETFLowHennepin, IL2026-10-16
W Advisors, LLC
12,478$1.3M0.6%CoreLowGermantown, TN2026-11-02
CoreCap Advisors, LLC
12,450$1.3M0.0%ETFMediumSouthfield, MI2026-10-08
Town Capital LLC
12,366$1.3M0.8%ETFHighBel Air, MD2026-11-03
Twele Capital Management, Inc.
12,290$1.2M0.2%ETFVery LowMinnetonka, MN2026-10-13
BAR Harbor Wealth Management
12,245$1.2M0.1%CoreLowConcord, NH2026-10-21
Patton Albertson Miller Group, LLC
12,218$1.2M0.1%CoreLowChattanooga, TN2026-10-26
Flagship Private Wealth, LLC
12,095$1.2M0.4%ETFLowWoburn, MA2026-11-05
Hurlow Wealth Management Group, Inc.
12,036$1.2M0.3%ETFVery LowBloomington, IN2026-10-29
First National Bank Sioux Falls
11,870$1.2M0.4%ETFVery LowSioux Falls, SD2026-10-13
Heartwood Wealth Advisors LLC
11,868$1.2M0.1%ETFLowRichmond, VA2026-10-05
Hudock, Inc.
11,713$1.2M0.1%ETFLowWilliamsport, PA2026-10-14
Pinnacle Wealth Management Advisory Group, LLC
11,704$1.2M0.1%GrowthLowRed Bank, NJ2026-10-23
Wealth Enhancement Trust Services, Inc.
11,642$1.2M0.1%GrowthMediumSioux Falls, SD2026-10-07
B. Riley Wealth Advisors, Inc.
11,554$1.2M0.0%GrowthLowMemphis, TN2026-10-13
Wealthcare Capital Partners, LLC
11,520$1.2M0.5%ETFLowWest Chester, PA2026-10-21
Spire Wealth Management
11,432$1.2M0.0%GrowthMediumMclean, VA2026-10-30
Weaver Capital Management LLC
11,401$1.2M0.2%GrowthMediumSuwanee, GA2026-10-15
Stirlingshire Investments, Inc.
11,379$1.2M0.8%ETFMediumNew York, NY2026-11-05
Envision Financial LLC
11,366$1.1M0.5%ETFLowBrookfield, WI2026-10-15
Stone Summit Wealth LLC
11,314$1.1M0.3%ETFLowMiami, FL2026-10-14
Islay Capital Management, LLC
11,250$1.1M0.5%ETFMediumLubbock, TX2026-10-20
Bond & Devick Financial Network, Inc.
11,250$1.1M0.3%ETFVery LowSt. Louis Park, MN2026-10-23
Haven Private, LLC
11,243$1.1M0.4%ETFMediumOrlando, FL2026-10-27
Rosenberg Matthew Hamilton
11,224$1.1M0.2%ETFVery LowGrand Junction, CO2026-10-05
Zenith Solutions, Inc.
11,172$1.1M1.0%ETFN/APhiladelphia, PA2026-10-19
PFG Advisors
11,166$1.1M0.1%ETFMediumPhoenix, AZ2026-10-16
Aegis Wealth Management, Inc.
11,132$1.1M0.7%ETFMediumGuthrie Center, IA2026-10-26
Independence Bank of Kentucky
11,128$1.1M0.1%GrowthLowOwensboro, KY2026-10-26
Hunter Associates Investment Management LLC
10,973$1.1K0.0%CoreLowPittsburgh, PA2026-10-26
Inscription Capital, LLC
10,881$1.1M0.1%GARPMediumHouston, TX2026-11-02
Gibbs Wealth Management
10,874$1.1M0.1%CoreLowAlpharetta, GA2026-10-22
Archford Capital Strategies, LLC
10,778$1.1M0.1%GrowthMediumSwansea, IL2026-10-19
ACT Wealth Management, LLC
10,714$1.1M0.3%ETFVery LowPlano, TX2026-10-09
Myecfo, LLC
10,681$1.1M0.4%ETFVery LowLa Jolla, CA2026-10-14
Allen Capital Group, LLC
10,629$1.1M0.1%CoreLowGrand Island, NE2026-10-27
GFS Advisors, LLC
10,600$1.1M0.1%CoreLowHouston, TX2026-11-03
Walkner Condon Financial Advisors LLC
10,461$1.1M0.1%ETFLowVerona, WI2026-11-02
Arrow Financial Corp
10,370$1.0M0.1%ETFLowGlens Falls, NY2026-10-26
NBT Bank, N.A.
10,335$1.0M0.1%CoreLowNorwich, NY2026-10-21
Retirement Planning Group, LLC
10,305$1.0M0.0%ETFVery LowLeawood, KS2026-10-19
Willis Johnson Wealth, Inc.
10,256$1.0M0.1%ETFLowHouston, TX2026-11-03
Sima Wealth Partners, LLC
10,200$1.0M0.7%ETFVery LowRichmond, VA2026-10-19
Hohimer Wealth Management, LLC
10,083$1.0M0.1%CoreHighSeattle, WA2026-11-04
Aries Wealth Management
10,080$1.0M0.2%CoreVery LowPortland, ME2026-10-23
Sowa Financial Group, Inc.
10,061$1.0K0.0%ETFLowLincoln, RI2026-10-26
Wakefield Asset Management Lllp
10,021$1.0M0.2%ValueMediumEnglewood, CO2026-11-05
Journey Beyond Wealth, LLC
10,000$1.0M0.8%ETFLowRoswell, GA2026-11-04
Integrity Alliance, Llc.
9,975$1.0M0.0%ETFMediumUrbandale, IA2026-10-29
Blake Schutter Theil Wealth Advisors, LLC
9,943$1.0M0.7%ETFLowDayton, OH2026-11-02
Goodman Advisory Group, LLC
9,924$1.0M0.2%GrowthHighNeedham, MA2026-11-02
MassMutual Private Wealth & Trust, FSB
9,737$984.4K0.0%CoreLowSpringfield, MA2026-10-05
Riversedge Advisors, LLC
9,630$973.6K0.1%ETFMediumWilmington, DE2026-10-09
Beacon Financial Group
9,617$972.2K0.1%ETFMediumDallas, TX2026-10-19
Code Waechter LLC
9,454$955.8K0.5%ETFLowTampa, FL2026-10-23
Raleigh Capital Management Inc.
9,422$952.6K0.3%CoreMediumCary, NC2026-10-28
CV Advisors LLC
9,388$949.1K0.2%GrowthVery LowAventura, FL2026-10-13
TPG Advisors LLC
9,379$948.2K0.5%ETFVery LowNorthfield, IL2026-10-16
Davenport & Co LLC
9,378$948.1K0.0%CoreMediumRichmond, VA2026-10-14
Crumly & Associates Inc.
9,374$947.7K0.2%ETFMediumSpringfield, IL2026-10-07
Bangor Savings Bank
9,219$932.0K0.1%ETFLowBangor, ME2026-10-06
Oarsman Capital, Inc.
9,213$931.4K0.1%ETFLowMilwaukee, WI2026-11-05
Roan Capital Partners
9,206$930.7K0.7%ETFMediumJohnson City, TN2026-10-09
Legacy Advisory Services, LLC
9,186$928.8K0.7%ETFMediumExton, PA2026-10-20
Thryve Wealth Management LLC
9,182$928.3K0.5%ETFLowIrving, TX2026-10-09
Rooted Wealth Advisors, Inc.
9,178$987.7K0.2%ETFLowBourbonnais, IL2026-11-03
LongView Wealth Management
9,152$925.2K0.2%ETFLowAtlanta, GA2026-10-19
Signature Estate & Investment Advisors LLC
9,053$915.3K0.0%ETFMediumLos Angeles, CA2026-10-13
True Freedom Investing, LLC
9,013$911.2K0.1%CoreHighCoeur D'Alene, ID2026-10-29
Pinkerton Wealth, LLC
9,013$911.2K0.1%CoreHighCoeur D Alene, ID2026-10-29
Affiance Financial, LLC
8,981$908.0K0.1%ETFVery LowSt. Louis Park, MN2026-10-15
Greenup Street Wealth Management LLC
8,915$901.3K0.1%ETFMediumOverland Park, KS2026-10-28
Verdence Capital Advisors LLC
8,905$900.3K0.0%CoreMediumHunt Valley, MD2026-10-26
Balance Wealth Partners LLC
8,818$891.5K0.2%ETFMediumWorthington, OH2026-10-27
Wingate Wealth Advisors, Inc.
8,752$884.8K0.4%ETFVery LowLexington, MA2026-10-26
Investment Planning Advisors, Inc.
8,733$882.9K0.2%ETFMediumCumming, GA2026-10-14
Cypress Financial Planning LLC
8,489$858.2K0.2%ETFLowHaddon Heights, NJ2026-10-09
Verus Financial Partners, Inc.
8,471$856.4K0.1%ETFVery LowRichmond, VA2026-10-29
Compass Wealth Management, LLC
8,441$853.5K0.3%ETFMediumAtlanta, GA2026-10-30
DecisionMap Wealth Management, LLC
8,361$845.3K0.5%ETFLowGreat Falls, VA2026-10-29
Parthenon LLC
8,300$839.1K0.1%CoreVery LowLouisville, KY2026-10-22
Old Mission Investment Co LLC
8,220$831.0K0.2%ETFLowTraverse City, MI2026-10-22
Tritonpoint Wealth, LLC
8,210$830.0K0.1%CoreLowChevy Chase, MD2026-10-19
Jnba Financial Advisors
8,170$826.0K0.1%ETFMediumBloomington, MN2026-11-03
Kwmg, LLC
8,163$825.3K0.1%ETFVery LowOverland Park, KS2026-10-07
Titleist Asset Management, LLC
8,149$823.9K0.1%ETFLowSan Antonio, TX2026-10-08
Calamos Wealth Management LLC
8,065$815.4K0.0%GrowthMediumNaperville, IL2026-11-02
Financial Advisory Partners, LLC
8,050$813.9K0.2%ETFVery LowWinter Park, FL2026-10-23
Gainline Financial Partners, LLC
8,030$811.8K0.7%ETFN/ALouisville, CO2026-10-15
Ehrlich Financial Group
8,005$809.3K0.4%ETFHighLaguna Niguel, CA2026-10-20
Fidelity D & D Bancorp Inc
8,000$808.8K0.3%ETFVery LowScranton, PA2026-11-05
Capital Advisors Wealth Management, LLC
7,973$806.1K0.1%ETFLowYakima, WA2026-10-09
Total Clarity Wealth Management, Inc.
7,946$803.3K0.2%ETFMediumSt. Charles, IL2026-10-26
Split Rock Private Trading & Wealth Management, LLC
7,932$801.9K0.5%GrowthMediumCloquet, MN2026-10-15
FSM Wealth Advisors, LLC
7,930$798.9K0.1%ETFLowCleveland, OH2026-10-27
Chatham Capital Group, Inc.
7,910$799.7K0.1%CoreLowSavannah, GA2026-10-16
Lodestar Private Asset Management LLC
7,896$798.3K0.1%ETFLowAlamo, CA2026-10-26
BridgePort Financial Solutions, LLC
7,850$793.7K0.2%ETFLowFairfield, IA2026-11-02
Anchyra Partners LLC
7,843$792.9K0.2%CoreLowAtlanta, GA2026-10-13
Founders Grove Wealth Partners, LLC
7,832$791.8K0.2%ETFLowRichmond, VA2026-10-16
Ashton Thomas Securities, LLC
7,715$779.9K0.1%ETFMediumRochester, NY2026-10-26
Dutch Asset Corp
7,700$778.5K0.4%GrowthMediumSelkirk, NY2026-10-20
FAI Advisors, Inc.
7,650$773.4K0.3%GrowthLowFarmington Hills, MI2026-10-27
Andrew Hill Investment Advisors, Inc.
7,637$772.1K0.6%GrowthHighNaples, FL2026-10-22
Soltis Investment Advisors LLC
7,615$769.8K0.0%CoreMediumSt. George, UT2026-10-28
Duncker Streett & Co Inc
7,595$767.9K0.1%GrowthLowSt. Louis, MO2026-10-27
Pathway Financial Advisors LLC
7,591$767.5K0.1%ETFLowSouth Burlington, VT2026-10-07
KRM Wealth Management L.L.C.
7,526$760.9K0.3%ETFVery LowReno, NV2026-11-02
Yardley Wealth Management LLC
7,519$760.2K0.3%ETFVery LowYardley, PA2026-10-23
Crescent Grove Advisors, LLC
7,488$757.1K0.1%ETFLowLake Forest, IL2026-10-21
Sowell Financial Services LLC
7,481$756.3K0.0%CoreLowNorth Little Rock, AR2026-10-23
Romano Brothers and Company
7,450$753.2K0.1%CoreLowEvanston, IL2026-10-22
Swmg, LLC
7,377$761.6K0.2%ETFMediumFort Worth, TX2026-10-23
Catalyst Private Wealth, LLC
7,359$744.0K0.3%ETFVery LowSan Mateo, CA2026-10-13
Altiora Financial Group, LLC
7,123$720.1K0.1%ETFLowLebanon, OH2026-11-04
AFG Fiduciary Services Limited Partnership
7,065$719.0K0.5%ETFVery LowHingham, MA2026-10-21
Glenview Trust Co
7,008$708.5K0.0%GrowthVery LowLouisville, KY2026-10-28
Epiq Partners, LLC
6,971$704.8K0.3%YieldLowMinneapolis, MN2026-10-07
Nilsine Partners, LLC
6,918$699.4K0.0%CoreMediumGreenwood Village, CO2026-11-02
Lifelong Wealth Advisors, Inc.
6,907$698.3K0.2%ETFLowArden Hills, MN2026-10-19
Atwater Malick LLC
6,902$697.8K0.2%CoreLowLancaster, PA2026-10-15
Argonautica Private Wealth Management, Inc
6,868$694.4K0.2%GrowthLowWellesley, MA2026-11-02
James J. Burns & Company, LLC
6,838$691.3K0.1%ETFVery LowMelville, NY2026-10-22
Keenan, LLC
6,832$690.7K0.5%ETFLowBoston, MA2026-10-23
Fairway Wealth LLC
6,789$686.3K0.1%ETFLowIndependence, OH2026-10-30
Cynosure Group, LLC
6,784$685.9K0.1%ETFMediumSalt Lake City, UT2026-11-03
Sepio Capital, LP
6,771$684.5K0.0%ETFLowSalt Lake City, UT2026-10-22
Avid Wealth Partners LLC
6,752$682.6K0.3%ETFMediumSan Antonio, TX2026-11-03
Breakwater Capital Group
6,751$682.5K0.1%ETFLowParamus, NJ2026-10-09
Summit Financial Wealth Advisors, LLC
6,732$680.6K0.1%ETFLowLafayette, LA2026-10-15
Kelly Financial Services LLC
6,666$674.0K0.1%ETFMediumBraintree, MA2026-10-20
Syntegra Private Wealth Group, LLC
6,665$673.8K0.1%ETFLowChesterfield, MO2026-10-13
Eagle Strategies LLC
6,658$673.1K0.1%ETFLowNew York, NY2026-10-16
Ascentis Wealth Management, LLC
6,634$670.7K0.1%Agg GrowthLowDallas, TX2026-11-03
Well Done, LLC
6,634$670.7K0.1%ETFLowHolland, MI2026-10-20
Montecito Bank & Trust
6,535$660.7K0.1%GrowthVery LowSanta Barbara, CA2026-10-01
Alterna Wealth Management, Inc
6,509$658.0K0.4%ETFMediumHouston, TX2026-10-27
Stewardship Advisors, LLC
6,457$652.8K0.1%ETFMediumMount Joy, PA2026-10-20
Oregon Pacific Wealth Management, LLC
6,452$652.3K0.6%ETFMediumMedford, OR2026-10-20
Brighton Jones LLC
6,404$647.4K0.0%CoreVery LowSeattle, WA2026-11-03
Sound Stewardship, LLC
6,404$647.5K0.3%ETFVery LowOverland Park, KS2026-10-14
Gray Private Wealth, LLC
6,403$647.3K0.3%ETFVery LowCanton, MA2026-10-28
Parsons Capital Management Inc
6,384$645.4K0.0%CoreLowProvidence, RI2026-10-28
1900 Wealth Management LLC
6,351$642.1K0.0%ETFLowSan Antonio, TX2026-10-13
Heritage Investment Group, Inc.
6,341$641.1K0.1%ETFVery LowPompano Beach, FL2026-11-03
Cambridge Capital Management, LLC
6,331$640.1K0.2%ETFVery LowO'Fallon, IL2026-10-19
Legacy Wealth Partners, LLC
6,324$639.4K0.1%ETFHighLakewood, CO2026-10-15
Associated Banc-Corp
6,292$636.1K0.0%CoreLowGreen Bay, WI2026-10-30
Values Added Financial LLC
6,289$635.8K0.2%ETFLowWashington, DC2026-10-28
Arrien Investments, Inc.
6,283$635.2K0.3%ETFLowBoise, ID2026-10-30
Unify Financial Advisors
6,240$630.9K0.6%ETFMediumClearwater, FL2026-11-03
Krilogy Financial LLC
6,230$630.2K0.0%GrowthLowSt. Louis, MO2026-10-13
Victory Financial Group, LLC
6,192$626.0K0.1%ETFLowAustin, TX2026-10-27
Lanark Financial, Inc.
6,170$623.7K0.0%CoreMediumBirmingham, AL2026-10-26
Patriot Financial Group Insurance Agency, LLC
6,169$623.7K0.1%GrowthLowWalpole, MA2026-10-14
Helium Advisors LLC
6,144$621.2K0.5%ETFLowVancouver, WA2026-10-23
Frisco Financial Planning LLC
6,137$620.5K0.5%ETFVery LowFrisco, TX2026-10-05
4J Wealth Management LLC
6,048$611.5K0.3%ETFMediumMclean, VA2026-11-02
Peak Wealth Management LLC
6,033$617.4K0.4%ETFMediumNashua, NH2026-10-26
Accurate Wealth Management, LLC
5,971$607.7K0.1%CoreMediumWesley Chapel, FL2026-10-20
Hiley Hunt Wealth Management
5,952$601.8K0.2%ETFVery LowOmaha, NE2026-10-08
Etesian Wealth Advisors, Inc.
5,933$599.8K0.2%ETFLowWest Linn, OR2026-10-27
Succession Financial, Inc.
5,926$599.1K0.6%ETFN/AMckinney, TX2026-10-14
Covestor Ltd
5,896$5960.0%ValueHighLondon, United Kingdom2026-10-30
Eley Financial Management, Inc
5,883$594.8K0.2%ETFVery LowSouth Burlington, VT2026-11-03
Provenance Wealth Advisors, LLC
5,822$588.6K0.0%ETFLowFort Lauderdale, FL2026-10-30
Monument Capital Management
5,811$587.5K0.1%GARPHighAlexandria, VA2026-10-09
Heritage Investors Management Corp
5,805$5870.0%CoreVery LowBethesda, MD2026-10-29
Retiremitten Financial LLC
5,800$601.8K0.2%ETFN/AMilford, MI2026-11-05
Obermeyer Wealth Partners
5,779$584.3K0.0%GrowthLowAspen, CO2026-10-21
Lighthouse Financial LLC
5,713$577.6K0.3%Agg GrowthLowLargo, FL2026-10-23
Virtue Capital Management, LLC
5,598$566.0K0.1%GrowthHighBrentwood, TN2026-10-29
Heritage Family Offices, LLP
5,589$565.0K0.2%GrowthHighScottsdale, AZ2026-11-02
Smith Thornton Advisors LLC
5,535$559.6K0.2%ETFVery LowHuntsville, AL2026-10-16
First Affirmative Financial Network
5,534$559.5K0.1%CoreN/AColorado Springs, CO2026-10-21
Able Financial Group, LLC
5,496$555.6K0.1%ETFLowScottsdale, AZ2026-10-14
Tsfg, LLC
5,494$5550.0%ETFLowLake Forest, IL2026-10-23
Fullerton Advisors, LLC
5,480$554.0K0.5%ETFLowDanville, CA2026-10-14
GEM Asset Management, LLC
5,471$553.1K0.2%ETFLowPlymouth, MI2026-10-13
Beaumont Financial Advisors, LLC
5,415$547.5K0.0%GrowthMediumNeedham, MA2026-10-22
Sheets Smith Wealth Management
5,408$546.8K0.1%CoreLowWinston-Salem, NC2026-10-16
Shotwell Rutter Baer Inc
5,405$546.4K0.3%ETFVery LowLansing, MI2026-10-14
High Net Worth Advisory Group LLC
5,402$546.1K0.1%ETFVery LowNaples, FL2026-10-26
Davidson Trust Co
5,390$544.9K0.2%CoreLowSeattle, WA2026-10-09
Cassilly Financial Group LLC
5,311$536.9K0.4%ETFLowSeverna Park, MD2026-10-07
Uptown Financial Advisors LLC
5,289$534.7K0.4%ETFVery LowDallas, TX2026-10-15
Guyasuta Investment Advisors Inc
5,277$533.5K0.0%CoreVery LowPittsburgh, PA2026-10-15
Net Worth Advisory Group
5,277$534.8K0.1%GARPMediumSandy, UT2026-10-20
WealthBridge Capital Management, LLC
5,264$532.1K0.1%ETFLowWesterville, OH2026-10-16
WPG Advisers, LLC
5,196$525.3K0.3%CoreLowBaltimore, MD2026-10-27
Bdfs Capital LLC
5,176$523.3K0.3%ETFLowRehoboth Beach, DE2026-10-14
Willow Creek Wealth Management Inc.
5,175$523.2K0.0%ETFVery LowSebastopol, CA2026-10-26
Grandfield & Dodd, LLC
5,115$517.1K0.0%CoreVery LowNew York, NY2026-10-29
North Forty Two & Co.
5,081$513.7K0.4%ETFVery LowLake Oswego, OR2026-10-19
McKinley Carter Wealth Services, Inc.
5,072$512.8K0.0%ETFMediumWheeling, WV2026-10-16
Accredited Investors Inc.
5,055$511.1K0.0%ETFLowEdina, MN2026-11-03
Welch & Forbes LLC
5,054$511.0K0.0%CoreVery LowBoston, MA2026-11-04
Hummer Financial Advisory Services Inc
5,000$505.5K0.3%CoreVery LowChicago, IL2026-10-09
Armstrong Advisory Group, Inc
4,973$502.7K0.0%ETFHighNeedham, MA2026-10-09
Firethorn Wealth Partners, LLC
4,958$501.2K0.2%ETFLowAugusta, GA2026-10-14
Edgemoor Investment Advisors, Inc.
4,940$499.4K0.0%CoreVery LowBethesda, MD2026-11-03
Canandaigua National Trust Co of Florida
4,939$499.3K0.3%CoreLowCanandaigua, NY2026-10-07
Montag A & Associates Inc
4,889$494.3K0.0%CoreLowAtlanta, GA2026-10-29
Covenant Asset Management, LLC
4,875$492.9K0.1%Agg GrowthMediumChester, NJ2026-10-14
Impact Investors, Inc
4,871$492.5K0.8%ETFLowSan Francisco, CA2026-11-02
Oakworth Capital, Inc.
4,861$491.4K0.0%ETFLowBirmingham, AL2026-10-26
Equitable Trust Co
4,842$489.5K0.0%CoreLowNashville, TN2026-10-13
Stanich Group LLC
4,811$486.3K0.2%ETFVery LowMontauk, NY2026-10-16
Asset Allocation Strategies LLC
4,801$485.4K0.1%ETFMediumFarmington, MI2026-10-20
Stewardship Concepts Financial Services LLC
4,794$484.7K0.3%ETFLowSpokane, WA2026-10-06
Old National Bancorp
4,784$483.7K0.0%CoreLowEvansville, IN2026-10-20
Everhart Financial Group, Inc.
4,774$482.6K0.0%ETFLowDublin, OH2026-10-08
LVW Advisors, LLC
4,763$481.5K0.0%CoreMediumPittsford, NY2026-10-19
Acorn Wealth Advisors, LLC
4,744$479.6K0.1%ETFLowGrand Blanc, MI2026-10-19
Tenet Wealth Partners, LLC
4,725$477.7K0.3%ETFN/AChampaign, IL2026-10-19
OmniStar Financial Group, Inc.
4,706$475.7K0.2%ValueHighWilmington, NC2026-10-26
Discipline Wealth Solutions, LLC
4,697$474.9K0.0%ETFLowGreenville, SC2026-10-14
Fiscal Wisdom Wealth Management, LLC
4,696$474.7K0.6%ETFMediumCanton, CT2026-10-16
Nottingham Advisors, Inc.
4,676$470.0K0.1%ETFLowAmherst, NY2026-10-29
Eastern Bank
4,628$467.9K0.0%GrowthMediumBoston, MA2026-10-05
Noesis Capital Mangement Corp
4,625$467.6K0.1%CoreVery LowBoca Raton, FL2026-10-26
Nvwm, LLC
4,534$458.4K0.1%GrowthMediumYardley, PA2026-10-14
Shepherd Street Advisors LLC
4,516$456.5K0.4%GrowthLowLarkspur, CA2026-10-21
TCP Asset Management, LLC
4,423$446.5K0.1%ETFLowUpper Arlington, OH2026-10-14
Intrua Financial, LLC
4,411$446.0K0.0%ETFMediumHouston, TX2026-10-28
Occidental Asset Management, LLC
4,394$444.2K0.0%GrowthLowBurlingame, CA2026-11-05
Texas Bank & Trust Co
4,392$444.0K0.1%CoreLowLongview, TX2026-11-04
Cadent Capital Advisors, LLC
4,390$443.9K0.1%ETFHighTulsa, OK2026-10-09
SeaBridge Investment Advisors LLC
4,389$443.7K0.1%GrowthMediumSummit, NJ2026-11-02
Erickson Financial Group, LLC
4,322$437.0K0.2%ETFVery LowAllentown, PA2026-11-05
Graetz Wealth LLC
4,321$436.9K0.3%ETFMediumJenison, MI2026-10-27
Atlas Brown,Inc.
4,315$436.3K0.1%GrowthLowLouisville, KY2026-10-09
Focus Wealth Advisors, LLC
4,313$436.0K0.2%ETFLowHouston, TX2026-10-14
EPG Wealth Management LLC
4,300$434.7K0.1%GrowthLowAtlanta, GA2026-11-03
Pinnacle Wealth Planning Services, Inc.
4,261$430.8K0.0%GARPLowMansfield, OH2026-10-27
Clear Retirement Advice LLC
4,257$430.4K0.3%ETFVery LowSan Mateo, CA2026-10-22
Iowa State Bank
4,235$428.2K0.1%CoreLowUrbandale, IA2026-10-06
Paulson Wealth Management Inc.
4,231$427.8K0.1%ETFLowWest Palm Beach, FL2026-11-02
Gallacher Capital Management LLC
4,218$426.4K0.3%ValueMediumLone Tree, CO2026-10-30
Evensky & Katz LLC
4,213$4260.0%ETFVery LowCoral Gables, FL2026-10-27
Wealth Management Nebraska
4,163$420.9K0.0%ETFLowNorfolk, NE2026-10-26
Intergy Private Wealth, LLC
4,163$420.9K0.1%ETFVery LowColorado Springs, CO2026-10-16
Bell Investment Advisors, Inc
4,142$418.8K0.1%ETFVery LowOrinda, CA2026-10-29
Global Wealth Management Investment Advisory, Inc.
4,125$417.1K0.1%CoreLowFort Lauderdale, FL2026-11-04
First Interstate Bank
4,117$416.2K0.0%ETFLowBillings, MT2026-10-23
Journey Advisory Group, LLC
4,075$412.0K0.0%CoreMediumCovington, KY2026-11-04
BlueChip Wealth Advisors LLC
4,070$411.5K0.1%ETFMediumMilton, GA2026-11-03
Northland Capital Management LLC
4,055$410.0K0.2%ETFMediumVirginia, MN2026-10-15
Omni 360 Wealth, Inc.
4,037$408.2K0.2%ETFLowPlainsboro, NJ2026-10-13
Asset Management One Co., Ltd.
4,020$406.4K0.0%IndexVery LowTokyo, Mexico2026-10-27
Ellis Investment Partners, LLC
3,998$404.2K0.1%ETFLowBerwyn, PA2026-10-21
Elevate Wealth Advisory, Inc
3,989$403.3K0.2%ETFVery LowAthens, GA2026-10-29
Beacon Capital Management, LLC
3,983$402.7K0.1%ETFMediumFranklin, TN2026-10-23
Saxony Capital Management, LLC
3,977$402.1K0.2%ETFMediumSt. Louis, MO2026-10-15
Kozak & Associates, Inc.
3,961$411.0K0.1%ETFLowHighlands Ranch, CO2026-10-29
Marion Wealth Management
3,936$397.9K0.1%ETFVery LowMonroeville, PA2026-10-22
Maseco LLP
3,900$394.3K0.0%ETFVery LowLondon, United Kingdom2026-10-27
Wagner Wealth Management, Corp
3,899$394.2K0.3%ETFHighConyngham, PA2026-10-20
Golden State Wealth Management, LLC
3,875$391.8K0.0%ETFMediumSanta Ana, CA2026-11-02
Clarity Retirement & Wealth, LLC
3,866$390.9K0.3%ETFN/ANew Bedford, MA2026-11-04
Allodium Investment Consultants, LLC
3,865$390.8K0.2%ETFVery LowMinneapolis, MN2026-10-14
Braun-Bostich & Associates Inc.
3,815$385.7K0.2%ETFMediumCanonsburg, PA2026-10-20
Olio Financial Planning
3,805$384.7K0.1%ETFVery LowMclean, VA2026-10-22
Altus Wealth Management, LLC
3,755$379.6K0.1%ETFVery LowFt Mitchell, KY2026-10-13
Richards, Merrill & Peterson, Inc.
3,750$379.1K0.1%GrowthLowSpokane, WA2026-10-19
Objective Capital Management, LLC
3,750$379.1K0.3%ETFLowFairlawn, OH2026-10-13
Firestone Capital Management
3,740$378.1K0.1%ETFVery LowSouth Miami, FL2026-11-03
Wealth Alliance Advisory Group, LLC
3,716$375.7K0.1%CoreLowWichita, KS2026-10-14
Woodside Wealth Management LLC
3,698$373.9K0.3%ETFVery LowFramingham, MA2026-10-16
Gerald Baker Financial Group LLC
3,696$373.6K0.1%GARPLowArlington, TX2026-10-09
International Assets Investment Management, LLC
3,692$374.1K0.0%CoreVery HighOrlando, FL2026-11-02
Meyer Handelman Co
3,641$368.1K0.0%CoreLowRye Brook, NY2026-10-28
MFG Investments, LLC
3,614$365.4K0.4%ETFN/AMedford, NJ2026-10-30
Evanson Financial, LLC
3,605$364.4K0.0%ETFN/AMclean, VA2026-10-23
Bourgeon Capital Management LLC
3,600$364.0K0.1%CoreMediumDarien, CT2026-10-19
Owl Creek Wealth Partners LLC
3,600$364.0K0.1%IndexLowGreenwood Village, CO2026-10-20
Capstone Capital LLC
3,595$363.4K0.2%ETFVery LowHenderson, NV2026-10-14
Magnus Financial Group LLC
3,578$361.7K0.0%ETFLowNew York, NY2026-10-21
Insight Advisors, LLC/ PA
3,565$360.5K0.1%ETFMediumNewtown, PA2026-10-22
Merkkuri Wealth Advisors LLC
3,552$359.1K0.2%ETFMediumHicksville, NY2026-11-03
Tred Avon Family Wealth, LLC
3,550$358.9K0.1%CoreLowEaston, MD2026-10-20
BankPlus Wealth Management LLC
3,542$358.0K0.2%ETFLowJackson, MS2026-10-13
Old Peak Finance LLC
3,515$355.4K0.2%ETFVery LowChapel Hill, NC2026-11-02
Clark Asset Management, LLC
3,512$355.0K0.0%ETFVery LowStratham, NH2026-10-19
Downshift Financial, LLC
3,509$354.8K0.2%ETFLowBoulder, CO2026-10-13
Horst & Graben Wealth Management LLC
3,499$353.8K0.0%ETFMediumPortland, OR2026-11-02
Chemistry Wealth Management LLC
3,490$352.8K0.1%CoreLowNew York, NY2026-10-16
Grimes & Co Wealth Management, LLC
3,483$352.2K0.0%CoreLowWestborough, MA2026-10-29
Impact Capital Partners LLC
3,465$350.3K0.1%GrowthLowGreenwood Village, CO2026-10-22
Cumberland Advisors Inc
3,460$349.8K0.1%ETFVery LowSarasota, FL2026-10-30
Lake Hills Wealth Management, LLC
3,426$346.4K0.2%ETFVery HighAustin, TX2026-10-07
Newman Dignan & Sheerar, Inc.
3,425$346.3K0.1%ETFLowProvidence, RI2026-10-21
Boyce & Associates Wealth Consulting, Inc.
3,414$345.1K0.2%ETFMediumCedar Park, TX2026-10-14
Steel Grove Capital Advisors, LLC
3,411$344.9K0.0%ETFLowMemphis, TN2026-10-13
Lakeshore Capital Group, Inc.
3,402$343.9K0.2%CoreVery LowRolling Meadows, IL2026-10-20
Winthrop Advisory Group LLC
3,392$342.9K0.0%ETFVery LowBoston, MA2026-10-22
Kagan Cocozza Asset Management
3,383$342.0K0.2%ETFVery LowMickleton, NJ2026-10-19
EverSource Wealth Advisors, LLC
3,381$341.9K0.0%CoreMediumBirmingham, AL2026-11-04
Lakeshore Financial Planning, Inc.
3,348$338.5K0.1%ETFLowSt. Clair Shores, MI2026-10-13
Diligent Investors, LLC
3,338$337.4K0.1%CoreLowRedlands, CA2026-10-21
Strategy Asset Managers LLC
3,336$337.3K0.1%CoreLowPasadena, CA2026-10-14
NTV Asset Management LLC
3,333$337.0K0.0%GrowthLowCharleston, WV2026-10-23
Bell Bank
3,314$335.0K0.0%ETFLowFargo, ND2026-10-21
Centennial Advisors, LLC
3,311$334.7K0.4%ETFHighAustin, TX2026-10-21
Lynx Investment Advisory
3,302$333.8K0.1%ETFLowWashington, Dc, DC2026-10-27
Sigma Investment Counselors Inc
3,264$330.0K0.0%ETFLowNorthville, MI2026-10-27
Busey Bank
3,236$327.2K0.0%GrowthVery LowUrbana, IL2026-10-26
Christensen, King & Associates Investment Services, Inc.
3,228$326.4K0.1%ETFVery LowRichland, WA2026-10-22
Eagle Bay Advisors LLC
3,200$323.5K0.2%GrowthMediumNew York, NY2026-10-16
Silverlake Wealth Management LLC
3,195$323.1K0.1%ETFLowWilliston, VT2026-10-21
Stablepoint Partners, LLC
3,195$323.0K0.0%CoreLowBraintree, MA2026-11-03
Private Wealth Group, LLC
3,175$321.0K0.1%ETFLowTampa, FL2026-10-19
Portfolio Design Labs, LLC
3,171$320.6K0.1%GrowthMediumEncino, CA2026-11-04
Diversified Management Inc
3,170$320.5K0.1%CoreVery LowMilwaukee, WI2026-10-08
Capital Investment Advisory Services, LLC
3,168$319.7K0.0%CoreMediumRaleigh, NC2026-10-30
Anson Capital, Inc.
3,159$319.4K0.2%ETFLowTyrone, GA2026-10-23
Chris Bulman Inc
3,155$319.0K0.1%ETFLowRoseville, CA2026-10-20
IVC Wealth Advisors LLC
3,154$318.9K0.1%GrowthLowSilverdale, PA2026-10-23
Leisure Capital Management
3,111$314.5K0.1%CoreLowCosta Mesa, CA2026-11-03
Key Capital Management, Inc
3,110$314.4K0.1%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Next Level Private LLC
3,102$313.6K0.1%CoreVery LowHarrison, NY2026-10-20
Transcendent Capital Group LLC
3,094$312.8K0.1%ETFMediumEdmond, OK2026-10-28
Defined Wealth Management, LLC
3,072$310.5K0.2%ETFLowBeaverton, OR2026-10-19
Artesa Financial Group, LLC
3,070$310.3K0.3%ETFLowConroe, TX2026-10-29
Kathmere Capital Management, LLC
3,066$310.0K0.0%ETFLowWayne, PA2026-10-20
Financial Futures Ltd Liability Co.
3,042$307.6K0.1%ETFLowBrielle, NJ2026-10-13
Farmers & Merchants Trust Co of Long Beach
3,037$307.0K0.1%CoreVery LowLong Beach, CA2026-10-22
AWM Capital, LLC
2,997$303.0K0.0%ETFLowPhoenix, AZ2026-10-16
Schmidt P J Investment Management Inc
2,996$302.9K0.0%GrowthVery LowCedarburg, WI2026-11-02
Reston Wealth Management LLC
2,981$301.4K0.1%ETFLowReston, VA2026-10-29
Certuity, LLC
2,977$301.0K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Wall Capital Group, Inc.
2,974$300.7K0.2%ETFHighPhoenix, AZ2026-10-14
Heritage OAK Wealth Advisors LLC
2,972$300.5K0.1%ValueHighSanta Rosa Beach, FL2026-10-14
Global Assets Advisory, LLC
2,944$297.0K0.1%GrowthHighOrlando, FL2026-10-28
Onyx Bridge Wealth Group LLC
2,943$297.5K0.0%ETFMediumTarrytown, NY2026-10-16
Baker Boyer National Bank
2,938$297.0K0.1%ETFVery LowWalla Walla, WA2026-11-05
Vann Equity Management LLC
2,926$295.8K0.2%GrowthMediumPlano, TX2026-10-08
Acorn Financial Advisory Services Inc
2,915$294.7K0.0%ETFMediumReston, VA2026-11-02
Legacy Capital Wealth Partners, LLC
2,895$292.7K0.1%CoreMediumLittle Rock, AR2026-10-21
Independent Wealth Network Inc.
2,888$292.0K0.1%ETFMediumUrbandale, IA2026-10-19
KFG Wealth Management, LLC
2,879$291.1K0.0%ETFMediumGranger, IN2026-10-16
BCU Wealth Advisors, LLC
2,876$290.8K0.1%ETFLowVernon Hills, IL2026-10-16
W.G. Shaheen & Associates DBA Whitney & Co
2,870$290.2K0.0%CoreLowRochester, NY2026-11-03
KFA Private Wealth Group, LLC
2,858$289.0K0.1%ETFLowTysons, VA2026-10-07
Unified Investment Management
2,850$288.1K0.3%CoreLowAtlanta, GA2026-10-14
Cushing Capital Partners, LLC
2,807$283.8K0.2%ETFLowDelafield, WI2026-10-20
Versant Capital Management, Inc
2,803$283.4K0.0%GARPLowPhoenix, AZ2026-10-02
Cherry Tree Wealth Management, LLC
2,795$282.6K0.1%ETFVery LowMinnetonka, MN2026-10-15
Sage Mountain Advisors LLC
2,791$282.2K0.0%ETFLowAtlanta, GA2026-11-02
Summit Global Investments
2,791$2820.0%CoreMediumBountiful, UT2026-10-28
Signal Advisors Wealth, LLC
2,787$281.8K0.0%ETFLowDetroit, MI2026-10-13
Core Wealth Management, Inc.
2,779$281.0K0.1%ETFVery LowJupiter, FL2026-10-22
Warren Street Wealth Advisors, LLC
2,773$280.4K0.1%ETFMediumIrvine, CA2026-11-04
Advisor OS, LLC
2,766$279.6K0.0%ETFMediumChicago, IL2026-11-03
S&A Financial Services, Inc.
2,765$279.6K0.2%ETFN/AOverland Park, KS2026-11-03
Lee Financial Co
2,752$278.2K0.0%ETFVery LowDallas, TX2026-10-16
Clifford Swan Investment Counsel LLC
2,741$277.1K0.0%CoreVery LowPasadena, CA2026-11-05
Blodgett Wealth Advisors, LLC
2,739$276.9K0.2%GrowthVery LowConcord, CA2026-10-23
Latitude Advisors, LLC
2,737$276.7K0.1%ETFLowYorkville, IL2026-10-27
Herbst Group, LLC
2,733$276.3K0.2%GrowthHighWestport, CT2026-10-20
Oceanside Advisors LLC
2,731$276.1K0.2%ETFVery LowMount Pleasant, SC2026-11-03
Trail Ridge Investment Advisors, LLC
2,731$276.1K0.1%CoreLowFort Collins, CO2026-10-16
Family Investment Center, Inc.
2,723$275.3K0.0%ETFMediumSaint Joseph, MO2026-10-19
Wagner Wealth Management, LLC
2,718$274.8K0.0%ETFLowGreenville, SC2026-10-21
Westover Capital Advisors, LLC
2,712$274.2K0.0%MomentumLowWilmington, DE2026-10-26
Cape Investment Advisory, Inc.
2,707$273.7K0.1%ETFLowMcdonough, GA2026-10-13
Linscomb Wealth, Inc.
2,704$273.4K0.0%ETFLowHouston, TX2026-11-05
Evolution Wealth Advisors, LLC
2,704$273.4K0.0%ETFLowAventura, FL2026-11-03
Williams Jones Wealth Management, Llc.
2,700$273.0K0.0%GrowthLowNew York, NY2026-11-05
Breakwater Investment Management
2,698$272.8K0.1%ETFLowSeattle, WA2026-10-20
Cora Capital Advisors LLC
2,674$270.3K0.1%ETFLowMarlton, NJ2026-11-02
Whitcomb & Hess, Inc.
2,650$267.9K0.1%ETFVery LowAshland, OH2026-10-07
Innova Wealth Partners
2,630$265.9K0.1%ETFHighNewtown, PA2026-10-21
Broussard Financial Group LLC
2,615$264.4K0.2%ETFMediumKaplan, LA2026-10-26
Shepherd Financial Partners LLC
2,604$263.3K0.0%ETFLowWinchester, MA2026-11-03
Financial Council, LLC
2,595$262.4K0.1%ETFVery LowTowson, MD2026-11-02
Carolina Wealth Management Inc
2,566$259.4K0.1%ETFN/AGreenville, NC2026-10-29
Endowment Wealth Management, Inc.
2,540$256.8K0.1%ETFMediumAppleton, WI2026-11-03
L.K. Benson & Company, P.C.
2,524$255.2K0.1%YieldVery LowTimonium, MD2026-10-23
Cannon Advisors, Inc.
2,504$254.8K0.1%GrowthHighCharlotte, NC2026-10-14
Rossmore Private Capital
2,500$252.8K0.0%CoreLowGlastonbury, CT2026-10-27
Fort Washington Investment Advisors Inc
2,497$252.4K0.0%CoreLowCincinnati, OH2026-10-15
Factor Wealth Management LTD
2,492$252.0K0.0%ETFLowChicago, IL2026-10-08
Bigelow Investment Advisors, LLC
2,485$251.2K0.1%ETFLowPortland, ME2026-10-13
Tempus Wealth Planning, LLC
2,474$250.1K0.0%ETFMediumIrvine, CA2026-10-14
Legacy Advisors, LLC
2,454$248.1K0.0%ETFLowPlymouth Meeting, PA2026-10-19
LifeGoal Investments, LLC
2,451$247.8K0.1%ETFLowSaratoga Springs, NY2026-10-09
Stevens Capital Partners
2,436$246.3K0.0%ETFVery LowOmaha, NE2026-10-29
Integrated Wealth Management
2,425$245.2K0.2%ETFHighUniontown, OH2026-10-19
MN Wealth Advisors, LLC
2,422$245.0K0.1%ETFMediumOverland Park, KS2026-10-23
Blueline Advisors LLC
2,406$243.3K0.2%ETFLowExeter, NH2026-10-15
MW Advisory, LLC
2,405$243.1K0.1%CoreN/AAtlanta, GA2026-10-19
Fonville Wealth Management LLC
2,392$241.8K0.0%ETFVery LowRichmond, VA2026-10-28
Baron Financial Group, LLC
2,390$241.6K0.1%ETFVery LowFair Lawn, NJ2026-10-09
WealthPlan Investment Management, LLC
2,376$240.2K0.0%GrowthMediumOmaha, NE2026-10-15
MSH Capital Advisors LLC
2,357$238.3K0.0%CoreLowScottsdale, AZ2026-11-03
Leading Edge Financial Planning LLC
2,353$237.9K0.0%ETFLowKnoxville, TN2026-10-23
Riverbend Wealth Management, LLC
2,340$236.6K0.1%GrowthLowMyrtle Beach, SC2026-10-15
Uptick Partners, LLC
2,328$235.4K0.0%ETFLowNacogdoches, TX2026-11-04
Convergence Financial, LLC
2,308$233.3K0.0%ETFMediumColumbia, MO2026-10-27
S.E.E.D. Planning Group LLC
2,308$233.3K0.1%CoreMediumBinghamton, NY2026-10-07
Bensler, LLC
2,289$231.4K0.0%MomentumMediumBellevue, WA2026-11-05
Northwest Financial Advisors
2,286$231.1K0.0%ETFLowHerndon, VA2026-10-27
Boltwood Capital Management
2,285$231.0K0.1%ETFVery LowWalnut Creek, CA2026-10-02
Fortress Financial Group, LLC
2,270$229.5K0.1%ETFMediumRochester, MN2026-10-21
Brindle & Bay Financial Advisors, LLC
2,268$229.3K0.1%ETFMediumFrisco, TX2026-10-15
Clearwave Capital, LLC
2,259$228.4K0.1%GrowthLowUpland, CA2026-10-27
Affinity Capital Advisors, LLC
2,244$226.8K0.0%ETFLowBerkeley, CA2026-10-13
Glass Jacobson Investment Advisors llc
2,235$226.0K0.1%ETFLowOwings Mills, MD2026-10-26
Team Financial Group, LLC
2,226$225.1K0.1%ETFLowTemecula, CA2026-10-30
Summit Financial Consulting LLC
2,219$224.3K0.2%ETFHighSterling Heights, MI2026-10-15
Veltria Advisors Corp.
2,212$223.6K0.3%ETFMediumMiami, FL2026-11-05
21 West Wealth Management LLC
2,200$222.4K0.2%ETFLowTustin, CA2026-10-13
Stonehearth Capital Management, LLC
2,192$221.6K0.1%ETFMediumDanvers, MA2026-10-13
Goldstein Advisors, LLC
2,187$221.1K0.0%ETFMediumMadison, WI2026-10-15
Matauro, LLC
2,167$219.1K0.0%ETFLowNew York, NY2026-11-03
Carrera Capital Advisors
2,161$218.5K0.0%ETFMediumTroy, MI2026-11-03
Quartz Partners, LLC
2,161$218.5K0.1%GARPMediumSaratoga Springs, NY2026-11-03
Fearless Solutions, LLC dba Best Invest
2,161$218.5K0.1%ETFLowSan Antonio, TX2026-10-14
Cooper Financial Group
2,121$214.4K0.0%GrowthMediumIrvine, CA2026-10-07
Bison Wealth, LLC
2,120$214.5K0.0%GrowthMediumAtlanta, GA2026-10-13
Rockport Wealth LLC
2,111$213.4K0.0%ETFMediumFairview Park, OH2026-11-03
Essential Planning, Llc.
2,089$211.2K0.1%ETFLowPortsmouth, NH2026-10-21
Argyle Capital Partners, LLC
2,086$210.9K0.1%CoreLowLos Angeles, CA2026-10-23
Postrock Partners LLC
2,075$209.8K0.1%CoreVery LowOverland Park, KS2026-11-02
Strategic Family Wealth Counselors, L.L.C.
2,068$209.1K0.0%ETFVery LowFairfield, NJ2026-10-29
Trust Co of Vermont
2,047$207.0K0.0%CoreVery LowBrattleboro, VT2026-10-21
Partners Wealth Management, LLC
2,044$206.6K0.0%CoreLowCarmel By The Sea, CA2026-10-28
Colorado Capital Management, Inc.
2,043$2070.0%ETFVery LowBoulder, CO2026-10-15
Indivisible Partners
2,043$206.5K0.0%GrowthMediumClearwater, FL2026-10-26
Garner Asset Management Corp
2,043$212.1K0.1%CoreLowPlano, TX2026-10-30
First Citizens Financial Corp
2,022$204.4K0.1%ETFLowMason City, IA2026-10-02
Florin Court Capital LLP
2,000$202.2K0.2%ETFVery LowLondon, United Kingdom2026-11-02
Hilltop National Bank
1,921$194.2K0.0%CoreLowCasper, WY2026-10-14
Princeton Global Asset Management LLC
1,899$192.0K0.0%GrowthLowPrinceton, NJ2026-10-21
Wolff Wiese Magana LLC
1,896$191.7K0.1%GrowthLowCarslbad, CA2026-10-15
DT Investment Partners, LLC
1,793$181.3K0.0%ETFVery LowChadds Ford, PA2026-10-27
Parkside Financial Bank & Trust
1,483$149.9K0.0%CoreVery LowSaint Louis, MO2026-10-27
Pacifica Partners Inc.
1,450$146.9K0.0%CoreLowSurrey, South Africa2026-10-09
Signature Equity Partners, LLC
1,213$122.6K0.0%GrowthMediumColumbus, OH2026-10-29
Realta Investment Advisors
1,200$121.3K0.0%GrowthMediumWilmington, DE2026-10-14
Canton Hathaway, LLC
1,180$119.3K0.0%ValueLowProvidence, RI2026-10-23
Elevated Capital Advisors, LLC
1,142$115.4K0.0%ETFMediumSandy, UT2026-11-04
Mcdonald Partners LLC
1,077$108.9K0.0%CoreLowCleveland, OH2026-11-03
Moisand Fitzgerald Tamayo, LLC
1,070$108.2K0.0%ETFVery LowOrlando, FL2026-10-15
IMG Wealth Management, Inc.
1,066$107.8K0.1%ETFMediumJacksonville, FL2026-10-27
Valley National Advisers Inc
1,056$106.8K0.0%ETFLowBethlehem, PA2026-10-23
Farmers & Merchants Investments Inc
1,017$102.8K0.0%CoreVery LowLincoln, NE2026-10-22
Quest 10 Wealth Builders, Inc.
1,011$102.2K0.1%ETFLowFuquay-Varina, VA2026-11-02
Miller Global Investments, LLC
955$96.6K0.1%ValueMediumDallas, TX2026-10-02
Union Savings Bank
912$92.2K0.0%CoreLowLitchfield, CT2026-10-14
Washington Trust Advisors, Inc.
900$91.0K0.0%GrowthLowWellesley, MA2026-10-22
Atwood & Palmer Inc
860$87.0K0.0%CoreVery LowKansas City, MO2026-10-08
Center for Financial Planning, Inc.
843$85.2K0.0%ETFLowSouthfied, MI2026-10-26
Lloyd Advisory Services, Llc.
839$84.8K0.0%ETFVery HighSuwanee, GA2026-11-02
Root Financial Partners, LLC
809$81.8K0.0%ETFMediumEncinitas, CA2026-10-21
United Community Bank
800$80.9K0.0%CoreLowGreenville, SC2026-10-28
Angeles Investment Advisors, LLC
785$79.4K0.0%ETFMediumSanta Monica, CA2026-10-22
Triumph Capital Management
717$72.5K0.0%ETFMediumDenver, CO2026-10-14
Trust Co of Toledo NA
703$71.1K0.0%GrowthVery LowHolland, OH2026-10-16
Markowski Investments
700$70.8K0.0%ETFN/ATampa, FL2026-10-30
Nova Financial LLC
670$67.7K0.0%N/AN/ATucson, AZ2026-11-04
William Mack & Associates, Inc.
650$65.7K0.0%ETFLowTroy, MI2026-10-27
Mechanics Financial Corp
643$65.0K0.0%CoreVery LowMansfield, OH2026-11-05
Wilmington Savings Fund Society, FSB
635$64.2K0.0%CoreLowWilmington, DE2026-10-23
Planning Strategies Inc.
582$58.8K0.0%ETFN/ALancaster, PA2026-10-02
Richardson Financial Services Inc.
554$56.0K0.0%GrowthMediumMedway, MA2026-10-30
Y.D. More Investments Ltd
540$54.6K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Cassaday & Co Wealth Management LLC
525$53.1K0.0%ETFVery LowMclean, VA2026-10-27
Indiana Trust & Investment Management Co
522$52.8K0.0%GrowthLowMishawaka, IN2026-10-22
Pflug Koory, LLC
516$52.2K0.0%CoreVery LowOmaha, NE2026-10-26
Harbor Investment Advisory, LLC
500$50.6K0.0%GrowthLowLutherville, MD2026-10-13
Advocate Investing Services LLC
479$48.4K0.0%ETFLowWoodbine, MD2026-10-26
Bfsg, LLC
474$47.9K0.0%CoreLowIrvine, CA2026-10-30
Toth Financial Advisory Corp
452$45.7K0.0%CoreLowLeesburg, VA2026-10-08
Register Financial Advisors LLC
442$44.7K0.0%GARPLowAtlanta, GA2026-10-23
Friedenthal Financial
429$43.4K0.0%ETFHighMarlton, NJ2026-10-27
Horizon Financial Services, LLC
420$42.5K0.0%ETFLowWinston Salem, NC2026-11-04
Nemes Rush Group LLC
397$40.1K0.0%CoreVery LowNovi, MI2026-11-04
Concord Wealth Partners
388$39.2K0.0%GrowthLowAbingdon, VA2026-11-02
Bank of New Hampshire
372$37.6K0.0%CoreLowLaconia, NH2026-10-06
Wilkerson Advisory Group LLC
363$36.7K0.0%ETFMediumColumbia, MO2026-10-20
First Bancorp, Inc
355$35.9K0.0%ValueVery LowDamariscotta, ME2026-10-26
Quaker Wealth Management, LLC
353$35.7K0.0%ETFMediumMoorestown, NJ2026-10-22
Next Level Wealth Planning, LLC
337$34.1K0.0%ETFVery LowMeridian, ID2026-10-29
Asset Dedication, LLC
300$30.3K0.0%ETFLowSan Francisco, CA2026-11-03
NorthAvenue LLC
297$30.0K0.0%ETFVery LowColumbus, OH2026-10-29
Harbor Asset Planning, Inc.
256$25.8K0.0%ETFVery LowBelmont, MA2026-10-23
American Capital Advisory, LLC
250$25.3K0.0%ETFLowKetchum, ID2026-10-28
Chilton Capital Management LLC
235$23.8K0.0%GrowthMediumHouston, TX2026-10-28
Montgomery Financial Services LLC
234$23.7K0.0%ETFN/AOcean City, MD2026-11-03
Evolution Wealth Management Inc.
233$23.6K0.0%ETFMediumFort Myers, FL2026-10-28
Financial Network Wealth Advisors LLC
229$23.2K0.0%ETFLowMurray, UT2026-10-28
KFG LLC
203$20.5K0.0%ETFN/ARapid City, SD2026-11-02
First Premier Bank
200$200.0%CoreVery LowSioux Falls, SD2026-10-13
Burkett Financial Services, LLC
185$18.7K0.0%ETFLowRock Hill, SC2026-10-01
Eukles Asset Management
181$18.3K0.0%CoreLowCincinnati, OH2026-11-04
Hurley Capital, LLC
179$18.2K0.0%GARPMediumNew York, NY2026-11-05
Portfolio Resources Advisor Group, Inc.
177$17.9K0.0%ETFMediumCoral Gables, FL2026-10-20
Roxbury Financial LLC
163$16.4K0.0%CoreVery LowMount Arlington, NJ2026-10-01
Holos Integrated Wealth LLC
144$14.7K0.0%ETFLowKennett Square, PA2026-10-23
Beacon Investment Advisory Services, Inc.
142$14.4K0.0%GrowthLowMorristown, NJ2026-10-13
Investors Research Corp
139$14.1K0.0%ETFLowAtlanta, GA2026-10-07
RMG Wealth Management LLC
118$12.2K0.0%ETFVery HighPlatteville, WI2026-10-26
Valley Wealth Managers, Inc.
95$9.6K0.0%GARPMediumParamus, NJ2026-10-09
Networth Advisors, LLC
93$9.4K0.0%ETFMediumCanonsburg, PA2026-11-03
Capital Investment Counsel, Inc
81$8.2K0.0%GrowthVery LowRaleigh, NC2026-10-20
Hanson & Doremus Investment Management
75$80.0%CoreVery LowBurlington, VT2026-10-16
MJT & Associates Financial Advisory Group, Inc.
56$5.7K0.0%ETFLowMontevideo, MN2026-10-07
Archer Investment Corp
52$5.3K0.0%CoreMediumCarmel, IN2026-11-05
SJS Investment Consulting Inc.
51$5.2K0.0%ETFVery LowSylvania, OH2026-10-26
Spurstone Advisory Services, LLC
49$5.0K0.1%CoreLowHigganum, CT2026-11-02
Sunrise Financial Services, LLC
45$4.6K0.0%ETFMediumBurien, WA2026-10-21
Pillar Financial Advisors, LLC
33$3.3K0.0%ETFVery LowLouisville, KY2026-10-21
Midwest Capital Advisors, LLC
33$3.4K0.0%ETFHighGrand Rapids, MI2026-11-04
West Financial Advisors, LLC
23$2.3K0.0%ETFLowDes Moines, IA2026-10-22
City State Bank
18$1.8K0.0%GrowthVery LowNorwalk, IA2026-10-20
Gables Capital Management Inc.
14$1.4K0.0%GrowthVery LowMiami, FL2026-11-04
High Note Wealth, LLC
6$6070.0%ETFVery LowDeephaven, MN2026-10-27
MTM Investment Management, LLC
6$6070.0%CoreVery LowSpartanburg, SC2026-10-30
Dhjj Financial Advisors, Ltd.
5$5060.0%ETFVery LowNaperville, IL2026-10-23
Transce3nd, LLC
3$3070.0%GrowthLowBuda, TX2026-10-26
Align Financial, LLC
3$3030.0%ETFVery LowHermantown, MN2026-10-16
Bear Mountain Capital, Inc.
1$670.0%ETFLowSeattle, WA2026-11-04
Key FInancial Inc
1$1010.0%ETFLowWest Chester, PA2026-11-02
Financial Management Professionals, Inc.
0$60.0%ETFMediumAustin, TX2026-10-23