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Ishares MBS ETF (MBB)

CUSIP: 464288588 | NYSE | 2580 institutional holders

Quarters

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

Truist Financial Corp4,650,231
0.5% of portfolio›$416.8M
Midland Wealth Advisors, LLC3,196,616
13.2% of portfolio›$286.5M
Cliftonlarsonallen Wealth Advisors, LLC2,059,309
2.4% of portfolio›$184.6M
Ferguson Wellman Capital Management, Inc1,711,063
1.8% of portfolio›$153.3M
Asset Management One Co., Ltd.1,248,299
0.3% of portfolio›$111.9M
Blue Trust, Inc.904,461
0.9% of portfolio›$81.1M
Mirae Asset Global Investments Co., Ltd.839,309
0.1% of portfolio›$75.2M
Exchange Traded Concepts, LLC820,807
0.3% of portfolio›$73.6M
Nottingham Advisors, Inc.787,190
8.6% of portfolio›$70.4M
Sumitomo Mitsui Trust Group, Inc.768,970
0.0% of portfolio›$68.9M
Klaas Financial Asset Advisors, LLC755,894
8.5% of portfolio›$67.7M
Rockland Trust Co663,553
2.3% of portfolio›$59.5M
Willis Johnson Wealth, Inc.637,117
3.1% of portfolio›$57.1M
State of Michigan Retirement System600,000
0.2% of portfolio›$53.8M
iA Global Asset Management Inc.583,226
0.0% of portfolio›$52.3K
Wealth Enhancement Advisory Services, LLC574,772
0.1% of portfolio›$51.6M
Commonwealth Equity Services, LLC547,956
0.1% of portfolio›$49.1M
Constellation Investments, Inc.495,924
1.7% of portfolio›$44.4M
Northside Capital Management, LLC487,886
3.5% of portfolio›$43.7M
Modera Wealth Management, LLC439,400
0.4% of portfolio›$39.4M
Avidian Wealth Enterprises, LLC439,200
1.1% of portfolio›$39.4M
Bangor Savings Bank429,111
2.9% of portfolio›$38.5M
Kestra Investment Management, LLC413,036
0.7% of portfolio›$37.0M
Conning Inc.387,672
1.1% of portfolio›$34.7M
Integrity Alliance, Llc.328,369
0.9% of portfolio›$29.4M
Bernardo Wealth Planning LLC323,546
2.4% of portfolio›$29.0M
Cambridge Investment Research Advisors, Inc.320,852
0.0% of portfolio›$28.8K
Vise Technologies, Inc.302,110
0.2% of portfolio›$27.1M
Confluence Investment Management LLC290,234
0.4% of portfolio›$26.0M
Parkside Investments, LLC286,128
2.9% of portfolio›$25.6M
Citigroup Inc262,570
0.0% of portfolio›$23.5M
Wealthcare Advisory Partners LLC261,546
0.4% of portfolio›$23.4M
Carnegie Investment Counsel252,613
0.5% of portfolio›$22.6M
Quattro Financial Advisors LLC240,218
4.5% of portfolio›$21.5M
Arvest Investments, Inc.237,371
2.5% of portfolio›$21.3M
Brookstone Capital Management235,689
0.2% of portfolio›$21.1M
Lido Advisors, LLC229,810
0.1% of portfolio›$20.6M
Market Street Wealth Management Advisors LLC220,982
2.8% of portfolio›$19.8M
Sharkey, Howes & Javer220,271
2.4% of portfolio›$19.7M
McKinley Carter Wealth Services, Inc.206,345
0.9% of portfolio›$18.5M
RKL Wealth Management LLC196,709
1.4% of portfolio›$17.6M
SteelPeak Wealth, LLC192,869
0.4% of portfolio›$17.3M
Galvin, Gaustad & Stein, LLC191,296
1.3% of portfolio›$17.1M
Kestra Advisory Services, LLC180,913
0.0% of portfolio›$16.2M
Keybank National Association165,435
0.0% of portfolio›$14.8M
Courier Capital LLC165,130
0.7% of portfolio›$14.8M
BlueSky Wealth Advisors, LLC163,042
1.7% of portfolio›$14.6M
Farmers & Merchants Investments Inc157,087
0.3% of portfolio›$14.1M
Boltwood Capital Management147,239
3.0% of portfolio›$13.2M
Creative Planning143,417
0.0% of portfolio›$12.9M
Cornerstone Management, Inc.133,455
1.8% of portfolio›$12.0M
Aafmaa Wealth Management & Trust LLC131,542
4.1% of portfolio›$11.8M
Westover Capital Advisors, LLC120,866
1.8% of portfolio›$10.8M
EverSource Wealth Advisors, LLC115,406
0.3% of portfolio›$10.3M
Smith Salley Wealth Management114,896
0.4% of portfolio›$10.3M
Perigon Wealth Management, LLC113,252
0.2% of portfolio›$10.1M
Heck Capital Advisors, LLC112,316
0.6% of portfolio›$10.1M
SAX Wealth Advisors, LLC109,264
0.3% of portfolio›$9.8M
Assetmark, Inc106,307
0.0% of portfolio›$9.5M
Pictet Asset Management Holding SA106,000
0.0% of portfolio›$9.5M
Choreo, LLC92,785
0.1% of portfolio›$8.3M
Procyon Advisors, LLC90,731
0.3% of portfolio›$8.1M
Park Avenue Securities LLC90,425
0.0% of portfolio›$8.1K
Bestgate Wealth Advisors, LLC87,512
5.0% of portfolio›$7.8M
Sima Wealth Partners, LLC86,165
5.4% of portfolio›$7.7M
Jmac Enterprises LLC83,741
1.3% of portfolio›$7.5M
Archford Capital Strategies, LLC80,055
0.7% of portfolio›$7.2M
Leuthold Group, LLC79,679
0.7% of portfolio›$7.1M
Blankinship & Foster, LLC76,981
1.4% of portfolio›$6.9M
Concurrent Investment Advisors, LLC75,261
0.0% of portfolio›$6.7M
Prime Capital Investment Advisors, LLC74,849
0.1% of portfolio›$6.7M
Traveka Wealth, LLC70,280
1.9% of portfolio›$6.3M
Abbington Investment Group63,594
3.7% of portfolio›$5.7M
Retirement Systems of Alabama62,185
0.0% of portfolio›$5.6M
MMA Asset Management LLC62,115
1.8% of portfolio›$5.6M
Alternative Investment Advisors, Llc.61,995
2.1% of portfolio›$5.6M
Elevated Financial Group LLC61,641
1.5% of portfolio›$5.5M
Oppenheimer Asset Management Inc.59,575
0.1% of portfolio›$5.3M
McNaughton Wealth Management, LLC59,347
1.9% of portfolio›$5.3M
Columbus Macro, LLC58,680
0.5% of portfolio›$5.3M
Farther Finance Advisors, LLC58,541
0.0% of portfolio›$5.2M
Advus Financial Partners, LLC57,684
1.5% of portfolio›$5.2M
Client 1ST Advisory Group, LLC56,956
1.3% of portfolio›$5.1M
Monument Capital Management56,820
1.1% of portfolio›$5.1M
ARQ Wealth Advisors, LLC54,851
0.6% of portfolio›$4.9M
Signal Advisors Wealth, LLC53,346
0.2% of portfolio›$4.8M
First Citizens Bank & Trust Co52,422
0.1% of portfolio›$4.7M
Insight Wealth Strategies, LLC49,492
0.4% of portfolio›$4.4M
Liberty Atlantic Advisors LLC48,975
2.8% of portfolio›$4.4M
Investment Partners, Ltd.47,764
0.7% of portfolio›$4.3M
Aureum Wealth Management, LLC47,490
2.6% of portfolio›$4.3M
Independent Financial Group, LLC46,994
0.1% of portfolio›$4.2M
Essential Planning, Llc.46,880
1.1% of portfolio›$4.2M
Integrity Advisory Solutions, LLC45,541
0.4% of portfolio›$4.1M
Fermata Advisors, LLC44,822
0.8% of portfolio›$4.0M
Capital Investment Advisors, LLC44,711
0.1% of portfolio›$4.0M
Bigelow Investment Advisors, LLC44,044
1.4% of portfolio›$3.9M
Brucke Financial, Inc.42,242
1.6% of portfolio›$3.8M
Axxcess Wealth Management, LLC40,514
0.1% of portfolio›$3.6M
Elevation Point Wealth Partners, LLC40,050
0.1% of portfolio›$3.6M
Ashton Thomas Securities, LLC39,875
0.4% of portfolio›$3.6M
Intrua Financial, LLC39,235
0.3% of portfolio›$3.5M
Integrated Advisors Network LLC38,900
0.2% of portfolio›$3.5M
Patten & Patten Inc38,727
0.2% of portfolio›$3.5M
Ashton Thomas Private Wealth, LLC37,893
0.1% of portfolio›$3.4M
TME Financial, Inc.37,352
2.1% of portfolio›$3.3M
Sovran Advisors, LLC36,721
0.2% of portfolio›$3.4M
Atria Investments, Inc36,544
0.0% of portfolio›$3.3M
Ascent Group, LLC36,388
0.1% of portfolio›$3.3M
Brian LOW Financial Group, LLC35,126
1.8% of portfolio›$3.1M
Sunesis Advisors, LLC34,444
1.6% of portfolio›$3.1M
Flagship Harbor Advisors, LLC33,709
0.1% of portfolio›$3.0M
Centennial Wealth Advisory LLC33,362
0.6% of portfolio›$3.0M
Diversified Portfolios, Inc.32,934
0.2% of portfolio›$3.0M
Newport Capital Group, LLC32,931
2.0% of portfolio›$3.0M
JGP Wealth Management, LLC30,689
0.2% of portfolio›$2.8M
James Investment Research, Inc.29,109
0.3% of portfolio›$2.6M
Advisory Solutions Group, LLC28,386
0.5% of portfolio›$2.5M
DB Fitzpatrick & Co, Inc27,349
2.0% of portfolio›$2.5M
MGO One Seven LLC27,161
0.0% of portfolio›$2.4M
Balefire, LLC26,435
0.4% of portfolio›$2.4M
Venture Visionary Partners LLC26,263
0.1% of portfolio›$2.4M
Intelligence Driven Advisers, LLC26,218
0.4% of portfolio›$2.3M
TSA Wealth Managment LLC26,085
0.7% of portfolio›$2.3M
Midwest Trust Co26,023
0.0% of portfolio›$2.3M
Trust Point Inc.25,654
0.2% of portfolio›$2.3M
Braun-Bostich & Associates Inc.25,522
1.3% of portfolio›$2.3M
ShoreHaven Wealth Partners, LLC24,342
0.7% of portfolio›$2.2M
Horst & Graben Wealth Management LLC24,158
0.3% of portfolio›$2.2M
Mather Group, Llc.24,067
0.0% of portfolio›$2.2M
CFS Investment Advisory Services, LLC24,044
0.1% of portfolio›$2.1M
Sowell Financial Services LLC24,020
0.1% of portfolio›$2.2M
Private Trust Co NA23,952
0.2% of portfolio›$2.1M
Phillips Financial Management, LLC23,762
0.2% of portfolio›$2.1M
IFP Advisors, Inc23,534
0.0% of portfolio›$2.1M
Lifelong Wealth Advisors, Inc.22,698
0.5% of portfolio›$2.0M
Compass Financial Group, Inc. (Ohio)22,609
1.3% of portfolio›$2.0M
Diversify Wealth Management, LLC22,264
0.0% of portfolio›$2.0M
Diversify Advisory Services, LLC22,264
0.0% of portfolio›$2.0M
Snider Financial Group21,463
0.5% of portfolio›$1.9M
Cantor Fitzgerald Investment Advisors L.P.20,916
0.1% of portfolio›$1.9M
Swmg, LLC20,871
0.4% of portfolio›$1.9M
Invariant Investment Management20,504
1.1% of portfolio›$1.8M
Guidance Capital, Inc20,409
0.4% of portfolio›$1.9M
RHS Financial, LLC20,318
0.6% of portfolio›$1.8M
StoneX Group Inc.20,191
0.1% of portfolio›$1.8M
DecisionMap Wealth Management, LLC19,900
1.0% of portfolio›$1.8M
Rosenberg Matthew Hamilton19,603
0.3% of portfolio›$1.8M
K2 Financial Inc.19,128
1.2% of portfolio›$1.7M
Sapient Capital LLC19,088
0.0% of portfolio›$1.7M
Trilogy Capital Inc.19,076
0.1% of portfolio›$1.7M
Scissortail Wealth Management, LLC19,023
0.3% of portfolio›$1.7M
Sheets Smith Wealth Management18,549
0.2% of portfolio›$1.7M
Auour Investments LLC18,483
0.5% of portfolio›$1.7M
BOS Asset Management, LLC17,426
0.4% of portfolio›$1.6M
Lakeshore Capital Group, Inc.17,389
1.0% of portfolio›$1.6M
Creative Financial Designs Inc16,917
0.1% of portfolio›$1.5M
Strategy Asset Managers LLC16,903
0.2% of portfolio›$1.5M
OpenArc Corporate Advisory, LLC16,607
0.0% of portfolio›$1.5M
Buck Wealth Strategies, LLC16,406
0.1% of portfolio›$1.5M
Rose Capital Advisors LLC16,373
0.4% of portfolio›$1.5M
Stash Investments, LLC16,058
0.4% of portfolio›$1.4M
Simplex Trading, LLC15,928
0.0% of portfolio›$1.4M
TD Private Client Wealth LLC15,855
0.0% of portfolio›$1.4M
Saxony Capital Management, LLC15,421
0.6% of portfolio›$1.4M
Apollon Wealth Management, LLC15,179
0.0% of portfolio›$1.4M
Kestra Private Wealth Services, LLC15,171
0.0% of portfolio›$1.4M
Csenge Advisory Group15,071
0.1% of portfolio›$1.4M
SBI Securities Co., Ltd.15,053
0.0% of portfolio›$1.3M
GHP Investment Advisors, Inc.14,912
0.0% of portfolio›$1.3M
Ascentis Wealth Management, LLC14,399
0.2% of portfolio›$1.3M
Trek Financial, LLC14,281
0.1% of portfolio›$1.3M
Pettinga Financial Advisors LLC14,257
0.2% of portfolio›$1.3M
Clear Creek Financial Management, LLC14,163
0.1% of portfolio›$1.3M
Chapman Financial Group, LLC13,875
0.8% of portfolio›$1.2M
Vaquero Private Wealth, LTD13,711
0.3% of portfolio›$1.2M
Diversified Enterprises, LLC13,401
0.1% of portfolio›$1.2M
WBH Advisory Inc13,391
0.1% of portfolio›$1.2M
ASL Financial, LLC13,388
0.8% of portfolio›$1.2M
Ascentis Independent Advisors13,239
0.1% of portfolio›$1.2M
Soltis Investment Advisors LLC13,107
0.1% of portfolio›$1.2M
Asset One Wealth Management LLC13,084
0.1% of portfolio›$1.2M
Tempus Wealth Planning, LLC13,060
0.2% of portfolio›$1.2M
Global Assets Advisory, LLC12,656
0.2% of portfolio›$1.1M
BCU Wealth Advisors, LLC12,631
0.4% of portfolio›$1.1M
Cyndeo Wealth Partners, LLC12,408
0.1% of portfolio›$1.1M
Droms Strauss Advisors Inc12,349
0.3% of portfolio›$1.1M
North Forty Two & Co.12,311
0.9% of portfolio›$1.1M
Connecticut Wealth Management, LLC12,241
0.0% of portfolio›$1.1M
Triad Wealth Partners, LLC12,068
0.1% of portfolio›$1.1M
Centurion Wealth Management LLC12,013
0.3% of portfolio›$1.1M
Capital Investment Advisory Services, LLC11,938
0.1% of portfolio›$1.1M
Sculati Wealth Management, LLC11,879
0.3% of portfolio›$1.1M
Titleist Asset Management, LLC11,770
0.1% of portfolio›$1.1M
Americana Partners, LLC11,709
0.0% of portfolio›$1.0M
Parallel Advisors, LLC11,565
0.0% of portfolio›$1.0M
Sagespring Wealth Partners, LLC11,495
0.0% of portfolio›$1.0M
DMC Group, LLC11,458
0.7% of portfolio›$1.0M
LexAurum Advisors, LLC11,429
0.1% of portfolio›$1.0M
Cornerstone Planning Group LLC11,428
0.1% of portfolio›$1.0M
Birch Financial Group, LLC11,306
0.5% of portfolio›$1.0M
Lodestar Private Asset Management LLC11,295
0.1% of portfolio›$1.0M
Acropolis Investment Management, LLC11,035
0.0% of portfolio›$989.0K
Optivise Advisory Services LLC10,867
0.5% of portfolio›$973.9K
Ehrlich Financial Group10,833
0.5% of portfolio›$970.8K
LightSquare Wealth Management, LLC10,811
0.7% of portfolio›$968.9K
ADE, LLC10,727
0.4% of portfolio›$961.3K
Carter Financial Group, Inc.10,658
0.5% of portfolio›$955.1K
Alterna Wealth Management, Inc10,589
0.5% of portfolio›$949.0K
Cassilly Financial Group LLC10,549
0.6% of portfolio›$945.4K
Stone House Investment Management, LLC10,439
0.1% of portfolio›$935.5K
Fifth Third Securities, Inc.10,365
0.0% of portfolio›$929.0K
Montecito Bank & Trust10,088
0.1% of portfolio›$904.1K
Latitude Advisors, LLC9,970
0.3% of portfolio›$893.5K
Wedbush Securities Inc9,903
0.0% of portfolio›$888
Verus Capital Partners, LLC9,680
0.0% of portfolio›$867.5K
MSH Capital Advisors LLC9,645
0.1% of portfolio›$864.3K
Oppenheimer & Co Inc9,565
0.0% of portfolio›$857.2K
Financial Partners Group, Inc9,465
0.1% of portfolio›$848.2K
Seed Wealth Management, Inc.9,420
0.5% of portfolio›$844.2K
FC Advisory LLC9,178
0.2% of portfolio›$822.6K
Maia Wealth LLC9,100
0.1% of portfolio›$815.5K
Patriot Financial Group Insurance Agency, LLC8,952
0.1% of portfolio›$802.3K
Davenport & Co LLC8,904
0.0% of portfolio›$798.0K
Cypress Wealth Services, LLC8,743
0.1% of portfolio›$781.3K
SWS Partners8,616
0.2% of portfolio›$772.2K
Mosley Wealth Management8,603
0.2% of portfolio›$779.4K
FAI Advisors, Inc.8,593
0.3% of portfolio›$770.1K
Narus Financial Partners, LLC8,583
0.2% of portfolio›$769.2K
Polaris Investment Advisors, LLC8,579
0.5% of portfolio›$768.9K
Laurel OAK Wealth Management, LLC8,555
0.1% of portfolio›$766.7K
Prospera Financial Services Inc8,381
0.0% of portfolio›$773.1K
Beacon Financial Group8,339
0.1% of portfolio›$747.4K
RFG Advisory, LLC7,996
0.0% of portfolio›$716.6K
Central Pacific Bank - Trust Division7,941
0.1% of portfolio›$711.7K
Heritage Family Offices, LLP7,803
0.2% of portfolio›$699.3K
Madson Wealth Advisors Inc7,620
0.5% of portfolio›$682.9K
United Advisor Group, LLC7,556
0.1% of portfolio›$677.1K
Cooper Financial Group7,492
0.1% of portfolio›$671.5K
Churchill Financial Advisors, LLC7,373
0.1% of portfolio›$660.8K
Certified Advisory Corp7,022
0.1% of portfolio›$629.3K
Successful Portfolios LLC6,905
0.3% of portfolio›$615.2K
Cap Partners, LLC6,899
0.3% of portfolio›$618.3K
Sigma Planning Corp6,828
0.0% of portfolio›$614.5K
Focus Financial Network, Inc.6,789
0.0% of portfolio›$608.4K
B. Riley Wealth Advisors, Inc.6,516
0.0% of portfolio›$583.9K
Cypress Capital, LLC6,425
0.2% of portfolio›$575.9K
Voisard Asset Management Group, Inc.6,378
0.1% of portfolio›$571.6K
Blue Capital, Inc.6,343
0.4% of portfolio›$568.4K
River Street Advisors LLC6,263
0.2% of portfolio›$561.3K
IVC Wealth Advisors LLC6,217
0.2% of portfolio›$557.2K
Omni 360 Wealth, Inc.6,059
0.2% of portfolio›$543.0K
NBT Bank, N.A.6,045
0.0% of portfolio›$541.8K
D.A. Davidson & Co.6,005
0.0% of portfolio›$538.2K
180 Wealth Advisors, LLC5,964
0.1% of portfolio›$534.5K
Firethorn Wealth Partners, LLC5,863
0.2% of portfolio›$525.4K
Citizens Financial Group Inc5,772
0.0% of portfolio›$517.3K
Lanark Financial, Inc.5,767
0.0% of portfolio›$516.9K
Bell Investment Advisors, Inc5,760
0.1% of portfolio›$516.2K
PFG Advisors5,714
0.0% of portfolio›$512.1K
Trinity Wealth Management, LLC5,702
0.2% of portfolio›$511.0K
Hoxton Planning & Management, LLC5,638
0.1% of portfolio›$505.2K
Balance Wealth Partners LLC5,630
0.1% of portfolio›$504.6K
Evergreen Capital Management LLC5,491
0.0% of portfolio›$492.1K
Peak Wealth Management LLC5,384
0.3% of portfolio›$487.2K
Golden State Wealth Management, LLC5,367
0.0% of portfolio›$481.0K
Cypress Capital Group5,298
0.0% of portfolio›$474.8K
Cahaba Wealth Management, Inc.5,185
0.0% of portfolio›$464.7K
True Blue Financial, LLC5,165
0.2% of portfolio›$462.9K
Burke & Herbert Bank & Trust Co5,143
0.1% of portfolio›$460.9K
Strategic Blueprint, LLC4,964
0.0% of portfolio›$444.9K
M Holdings Securities, Inc.4,927
0.2% of portfolio›$443.0K
Sound Income Strategies, LLC4,925
0.0% of portfolio›$441.9K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors4,879
0.0% of portfolio›$437.3K
1900 Wealth Management LLC4,832
0.0% of portfolio›$433.0K
Pinnacle Bancorp, Inc.4,713
0.1% of portfolio›$422.4K
Sutton Place Investors LLC4,641
0.2% of portfolio›$415.9K
KPP Advisory Services LLC4,619
0.1% of portfolio›$414.0K
Bryn Mawr Trust Advisors, LLC4,549
0.0% of portfolio›$407.6K
First National Bank of Mount Dora, Trust Investment Services4,546
0.1% of portfolio›$407.4K
Stewardship Advisors, LLC4,504
0.1% of portfolio›$403.6K
Simplicity Wealth,LLC4,395
0.0% of portfolio›$393.9K
Aprio Wealth Management, LLC4,316
0.0% of portfolio›$386.8K
First Horizon Corp4,291
0.0% of portfolio›$384.6K
Moneywise, Inc.4,123
0.4% of portfolio›$369.5K
RCW Management, LLC4,118
0.3% of portfolio›$369.1K
Spire Wealth Management4,115
0.0% of portfolio›$368.8K
HB Wealth Management, LLC4,109
0.0% of portfolio›$368.3K
Heritage OAK Wealth Advisors LLC4,087
0.1% of portfolio›$366.3K
Signature Equity Partners, LLC4,029
0.1% of portfolio›$361.1K
Rede Wealth, LLC4,024
0.1% of portfolio›$360.6K
Arlington Trust Co LLC4,015
0.0% of portfolio›$359.8K
JB Capital LLC3,956
0.0% of portfolio›$354.5K
Midwest Financial Network, LLC3,943
0.2% of portfolio›$353.4K
Dynamic Advisor Solutions LLC3,875
0.0% of portfolio›$347.2K
Fairvoy Private Wealth, LLC3,860
0.1% of portfolio›$345.9K
Legacy Advisory Services, LLC3,856
0.2% of portfolio›$345.6K
Delta Wealth Advisors LLC3,832
0.2% of portfolio›$343.4K
Koshinski Asset Management, Inc.3,806
0.0% of portfolio›$341.1K
Total Clarity Wealth Management, Inc.3,742
0.1% of portfolio›$335.4K
Silverlake Wealth Management LLC3,736
0.1% of portfolio›$334.8K
Principal Financial Group Inc3,675
0.0% of portfolio›$329.4K
Sage Advisory Services, Ltd.Co.3,604
0.2% of portfolio›$323.0K
City State Bank3,580
0.1% of portfolio›$320.8K
Two West Capital Advisors LLC3,578
0.2% of portfolio›$320.3K
Greenwood Gearhart LLC3,544
0.0% of portfolio›$317.6K
Avid Wealth Partners LLC3,543
0.1% of portfolio›$317.5K
Avantra Family Wealth, Inc.3,520
0.2% of portfolio›$315.4K
Friedenthal Financial3,510
0.1% of portfolio›$314.6K
Apella Capital, LLC3,499
0.0% of portfolio›$312.2K
Lynx Investment Advisory3,497
0.1% of portfolio›$313.4K
Gibbs Wealth Management3,444
0.0% of portfolio›$308.7K
Whalen Wealth Management Inc.3,431
0.1% of portfolio›$307.5K
Financial Enhancement Group LLC3,404
0.0% of portfolio›$303.7K
Alchemi Wealth, LLC3,395
0.1% of portfolio›$304.3K
Quartz Partners, LLC3,381
0.1% of portfolio›$303.0K
Northland Securities, Inc.3,264
0.2% of portfolio›$292.5K
Ifrah Financial Services, Inc.3,188
0.1% of portfolio›$285.7K
Sharper & Granite LLC3,160
0.1% of portfolio›$300.0K
Stackstone Wealth, LLC3,065
0.0% of portfolio›$274.7K
Robertson Stephens Wealth Management, LLC3,055
0.0% of portfolio›$273.8K
Beverly Hills Private Wealth, LLC3,032
0.0% of portfolio›$271.7K
Clearwave Capital, LLC3,006
0.1% of portfolio›$269.4K
Nordwand Advisors, LLC2,955
0.0% of portfolio›$264.8K
Ballast Rock Private Wealth LLC2,952
0.1% of portfolio›$264.6K
Beacon Financial Advisory LLC2,952
0.1% of portfolio›$264.6K
Quadrant Private Wealth Management, LLC2,939
0.0% of portfolio›$263.4K
Central Bank & Trust Co2,931
0.0% of portfolio›$262.7K
Valeo Financial Advisors, LLC2,919
0.0% of portfolio›$261.6K
Ironwood Wealth Management, Llc.2,914
0.1% of portfolio›$261.2K
Cidel Asset Management Inc2,912
0.0% of portfolio›$261.0K
Tactive Advisors, LLC2,908
0.1% of portfolio›$260.6K
BAR Harbor Wealth Management2,896
0.0% of portfolio›$259.5K
Stockman Wealth Management, Inc.2,893
0.0% of portfolio›$259.3K
Eagle Global Advisors LLC2,887
0.0% of portfolio›$258.7K
Stablepoint Partners, LLC2,871
0.0% of portfolio›$257.3K
LongView Wealth Management2,864
0.1% of portfolio›$256.7K
Verdence Capital Advisors LLC2,853
0.0% of portfolio›$255.7K
rebel Financial LLC2,792
0.1% of portfolio›$250.2K
Evolution Wealth Management Inc.2,774
0.1% of portfolio›$248.6K
Graetz Wealth LLC2,725
0.2% of portfolio›$244.2K
Founders Financial Securities LLC2,711
0.0% of portfolio›$243.0K
W Advisors, LLC2,703
0.1% of portfolio›$242.2K
Legacy Wealth Partners, LLC2,680
0.1% of portfolio›$240.2K
Lincoln Capital Corp2,673
0.1% of portfolio›$239.6K
Investmark Advisory Group LLC2,660
0.1% of portfolio›$238.4K
Schmidt P J Investment Management Inc2,658
0.0% of portfolio›$238.2K
Zenith Solutions, Inc.2,644
0.2% of portfolio›$236.9K
Fiduciary Alliance LLC2,643
0.0% of portfolio›$236.9K
Mill Capital Management, LLC2,584
0.0% of portfolio›$231.6K
Trust Co of Vermont2,544
0.0% of portfolio›$228.0K
Symphony Financial, Ltd. Co.2,537
0.0% of portfolio›$227.4K
CoreCap Advisors, LLC2,525
0.0% of portfolio›$226.3K
MLG Wealth Management DBA Pine Grove Financial Group2,506
0.0% of portfolio›$224.6K
Yoffe Investment Management, LLC2,458
0.3% of portfolio›$220.3K
BIP Wealth, LLC2,451
0.0% of portfolio›$219.7K
Victory Financial Group, LLC2,443
0.0% of portfolio›$218.9K
Chesley Taft & Associates LLC2,437
0.0% of portfolio›$218.4K
Argentarii, LLC2,417
0.1% of portfolio›$216.6K
Clark Asset Management, LLC2,381
0.0% of portfolio›$213.4K
Essex Bank2,354
0.0% of portfolio›$211.0K
International Assets Investment Management, LLC2,335
0.0% of portfolio›$209.1K
Layline Advisors, LLC2,329
0.2% of portfolio›$208.7K
Independent Wealth Network Inc.2,310
0.1% of portfolio›$207.0K
Smithbridge Asset Management Inc2,282
0.0% of portfolio›$204.5K
Advisor OS, LLC2,239
0.0% of portfolio›$200.7K
Bison Wealth, LLC2,232
0.0% of portfolio›$200.5K
Cullen T Bankers, Inc.2,074
0.0% of portfolio›$185.9K
DeDora Capital, Inc.1,948
0.0% of portfolio›$174.6K
Caldwell Trust Co1,698
0.0% of portfolio›$152.2K
McCarley & Cook Financial Planners1,689
0.1% of portfolio›$151.4K
Cape Investment Advisory, Inc.1,632
0.0% of portfolio›$146.3K
Fairscale Capital, LLC1,628
0.1% of portfolio›$149.9K
Gables Capital Management Inc.1,627
0.1% of portfolio›$145.8K
Yankcom Partnership1,539
0.0% of portfolio›$137.9K
WPG Advisers, LLC1,361
0.1% of portfolio›$122.0K
Independence Bank of Kentucky1,131
0.0% of portfolio›$101.4K
Root Financial Partners, LLC1,094
0.0% of portfolio›$98.0K
Raleigh Capital Management Inc.1,078
0.0% of portfolio›$96.6K
Bay Harbor Wealth Management, LLC983
0.0% of portfolio›$88.1K
Richardson Financial Services Inc.920
0.0% of portfolio›$82.4K
Meriwether Wealth & Planning, LLC905
0.0% of portfolio›$81.1K
Oakworth Capital, Inc.895
0.0% of portfolio›$80.2K
Edgemoor Investment Advisors, Inc.835
0.0% of portfolio›$74.8K
BankChampaign, National Association830
0.1% of portfolio›$74.4K
Tompkins Financial Corp795
0.0% of portfolio›$71.2K
Wealth Enhancement Trust Services, Inc.741
0.0% of portfolio›$66.4K
Realta Investment Advisors686
0.0% of portfolio›$61.5K
Asset Dedication, LLC676
0.0% of portfolio›$60.6K
Strengthening Families & Communities, LLC673
0.0% of portfolio›$60.3K
Nfsg Corp584
0.0% of portfolio›$52.3K
Nvwm, LLC537
0.0% of portfolio›$48.1K
Provident Wealth Management, LLC519
0.0% of portfolio›$46.5K
Covestor Ltd494
0.0% of portfolio›$44
Gen-Wealth Partners Inc489
0.0% of portfolio›$43.8K
Wilmington Savings Fund Society, FSB433
0.0% of portfolio›$38.8K
Kingdom Financial Group Llc.430
0.0% of portfolio›$38.6K
Signaturefd, LLC407
0.0% of portfolio›$36.4K
Laurel Wealth Advisors LLC405
0.0% of portfolio›$36.3K
Beacon Financial Strategies Corp398
0.0% of portfolio›$35.7K
Thompson Investment Management, Inc.395
0.0% of portfolio›$35.4K
Triumph Capital Management383
0.0% of portfolio›$34.3K
Beutel, Goodman & Co Ltd.380
0.0% of portfolio›$34.0K
Nemes Rush Group LLC365
0.0% of portfolio›$32.8K
Duncker Streett & Co Inc350
0.0% of portfolio›$31.4K
Bear Mountain Capital, Inc.348
0.0% of portfolio›$31.5K
Brown, Lisle Ings, Inc.294
0.0% of portfolio›$26.3K
AlphaCore Capital LLC291
0.0% of portfolio›$26.1K
Plante Moran Financial Advisors, LLC278
0.0% of portfolio›$24.9K
Reap Financial Group, LLC274
0.0% of portfolio›$24.6K
Hazlett, Burt & Watson, Inc.268
0.0% of portfolio›$24
Biltmore Family Office, LLC256
0.0% of portfolio›$22.9K
Elevated Capital Advisors, LLC255
0.0% of portfolio›$22.9K
First Bancorp, Inc250
0.0% of portfolio›$22.4K
Westside Investment Management, Inc.246
0.0% of portfolio›$22.0K
Compass Financial Management LLC223
0.0% of portfolio›$20.0K
Eastern Bank215
0.0% of portfolio›$19.3K
Markowski Investments210
0.0% of portfolio›$18.8K
Allspring Global Investments Holdings, LLC196
0.0% of portfolio›$17.5K
Transce3nd, LLC192
0.0% of portfolio›$17.4K
JFS Wealth Advisors, LLC181
0.0% of portfolio›$16.2K
WestEnd Advisors, LLC164
0.0% of portfolio›$14.7K
Essential Partners LLC157
0.0% of portfolio›$14.1K
Sfam, LLC145
0.0% of portfolio›$13.0K
Owl Creek Wealth Partners LLC137
0.0% of portfolio›$12.3K
Highline Wealth Partners LLC134
0.0% of portfolio›$12.0K
Gilpin Wealth Management, LLC132
0.0% of portfolio›$11.8K
Woodard & Co Asset Management Group Inc131
0.0% of portfolio›$11.7K
Hughes Financial Services, LLC130
0.0% of portfolio›$11.9K
Jnba Financial Advisors127
0.0% of portfolio›$11.4K
Hilton Head Capital Partners, LLC121
0.0% of portfolio›$10.8K
Breakwater Investment Management119
0.0% of portfolio›$10.7K
Abound Wealth Management114
0.0% of portfolio›$10.2K
Tsfg, LLC113
0.0% of portfolio›$10
Portfolio Resources Advisor Group, Inc.111
0.0% of portfolio›$9.9K
Canton Hathaway, LLC110
0.0% of portfolio›$9.9K
Concord Wealth Partners107
0.0% of portfolio›$9.6K
SJS Investment Consulting Inc.106
0.0% of portfolio›$9.5K
Advocate Investing Services LLC104
0.0% of portfolio›$9.3K
Private Wealth Management Group, LLC104
0.0% of portfolio›$9.3K
Capital Investment Counsel, Inc100
0.0% of portfolio›$9.0K
Axiom Investment Management LLC96
0.0% of portfolio›$8.6K
DecisionPoint Financial, LLC95
0.0% of portfolio›$8.5K
Cdkv Holdings LLC90
0.0% of portfolio›$8.1K
United Financial Planning Group LLC89
0.0% of portfolio›$8.0K
Lloyd Advisory Services, Llc.70
0.0% of portfolio›$6.3K
Barrett & Company, Inc.69
0.0% of portfolio›$6.2K
Toth Financial Advisory Corp68
0.0% of portfolio›$6.1K
Team Financial Group, LLC67
0.0% of portfolio›$6.0K
Center for Financial Planning, Inc.66
0.0% of portfolio›$5.9K
MassMutual Private Wealth & Trust, FSB62
0.0% of portfolio›$5.6K
Foresight Capital Management Advisors, Inc.61
0.0% of portfolio›$5.5K
1620 Investment Advisors, Inc.60
0.0% of portfolio›$5.4K
Rachor Investment Advisory Services, LLC58
0.0% of portfolio›$5.2K
Bfsg, LLC55
0.0% of portfolio›$4.9K
Cherry Tree Wealth Management, LLC54
0.0% of portfolio›$4.8K
Tradewinds Capital Management, LLC52
0.0% of portfolio›$4.7K
Chilton Capital Management LLC48
0.0% of portfolio›$4.3K
EPG Wealth Management LLC46
0.0% of portfolio›$4.1K
USA Financial Formulas44
0.0% of portfolio›$3.9K
Nova Financial LLC41
0.0% of portfolio›$3.7K
Salomon & Ludwin, LLC40
0.0% of portfolio›$3.6K
MJT & Associates Financial Advisory Group, Inc.39
0.0% of portfolio›$3.5K
Key Capital Management, Inc35
0.0% of portfolio›$3.1K
Birchwood Financial Partners, Inc.32
0.0% of portfolio›$2.8K
Quest 10 Wealth Builders, Inc.31
0.0% of portfolio›$2.8K
Lodestone Wealth Management LLC25
0.0% of portfolio›$2.2K
GK Wealth Management LLC24
0.0% of portfolio›$2.2K
Pinnacle Wealth Planning Services, Inc.24
0.0% of portfolio›$2.2K
Reyes Financial Architecture, Inc.20
0.0% of portfolio›$1.8K
Murphy & Mullick Capital Management Corp18
0.0% of portfolio›$0
Harbor Capital Advisors, Inc.16
0.0% of portfolio›$1
Eukles Asset Management14
0.0% of portfolio›$1.3K
Horizon Financial Services, LLC11
0.0% of portfolio›$986
Retirement Wealth Solutions LLC11
0.0% of portfolio›$1.0K
PFS Partners, LLC5
0.0% of portfolio›$449
Cassaday & Co Wealth Management LLC4
0.0% of portfolio›$359
Morling Financial Advisors, LLC1
0.0% of portfolio›$68
Signature Resources Capital Management, LLC1
0.0% of portfolio›$90
Holos Integrated Wealth LLC0
0.0% of portfolio›$18
StyleTurnoverLocationFiled
Truist Financial Corp
4,650,231$416.8M0.5%CoreLowCharlotte, NC2026-10-30
Midland Wealth Advisors, LLC
3,196,616$286.5M13.2%ETFLowEffingham, IL2026-10-26
Cliftonlarsonallen Wealth Advisors, LLC
2,059,309$184.6M2.4%ETFLowMinneapolis, MN2026-10-14
Ferguson Wellman Capital Management, Inc
1,711,063$153.3M1.8%CoreLowPortland, OR2026-10-05
Asset Management One Co., Ltd.
1,248,299$111.9M0.3%IndexVery LowTokyo, Mexico2026-10-27
Blue Trust, Inc.
904,461$81.1M0.9%ETFLowBrentwood, TN2026-10-15
Mirae Asset Global Investments Co., Ltd.
839,309$75.2M0.1%GrowthLowSeoul, Malaysia2026-11-03
Exchange Traded Concepts, LLC
820,807$73.6M0.3%GrowthMediumOklahoma City, OK2026-10-28
Nottingham Advisors, Inc.
787,190$70.4M8.6%ETFLowAmherst, NY2026-10-29
Sumitomo Mitsui Trust Group, Inc.
768,970$68.9M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Klaas Financial Asset Advisors, LLC
755,894$67.7M8.5%ETFVery LowLoves Park, IL2026-10-19
Rockland Trust Co
663,553$59.5M2.3%CoreLowHanover, MA2026-10-05
Willis Johnson Wealth, Inc.
637,117$57.1M3.1%ETFLowHouston, TX2026-11-03
State of Michigan Retirement System
600,000$53.8M0.2%IndexLowEast Lansing, MI2026-10-27
iA Global Asset Management Inc.
583,226$52.3K0.0%GrowthMediumQuebec, Austria2026-10-29
Wealth Enhancement Advisory Services, LLC
574,772$51.6M0.1%CoreLowPlymouth, MN2026-10-13
Commonwealth Equity Services, LLC
547,956$49.1M0.1%ETFLowWaltham, MA2026-11-02
Constellation Investments, Inc.
495,924$44.4M1.7%ETFVery LowMontgomery, OH2026-10-28
Northside Capital Management, LLC
487,886$43.7M3.5%GARPLowHood River, OR2026-10-13
Modera Wealth Management, LLC
439,400$39.4M0.4%ETFVery LowWestwood, NJ2026-10-28
Avidian Wealth Enterprises, LLC
439,200$39.4M1.1%ETFLowHouston, TX2026-10-08
Bangor Savings Bank
429,111$38.5M2.9%ETFLowBangor, ME2026-10-06
Kestra Investment Management, LLC
413,036$37.0M0.7%ETFMediumAustin, TX2026-11-04
Conning Inc.
387,672$34.7M1.1%CoreMediumHartford, CT2026-10-27
Integrity Alliance, Llc.
328,369$29.4M0.9%ETFMediumUrbandale, IA2026-10-29
Bernardo Wealth Planning LLC
323,546$29.0M2.4%ETFVery LowHarleysville, PA2026-10-23
Cambridge Investment Research Advisors, Inc.
320,852$28.8K0.0%ETFLowFairfield, IA2026-11-02
Vise Technologies, Inc.
302,110$27.1M0.2%IndexLowNew York, NY2026-10-29
Confluence Investment Management LLC
290,234$26.0M0.4%ValueMediumSt. Louis, MO2026-10-01
Parkside Investments, LLC
286,128$25.6M2.9%ETFLowDeerfield, IL2026-10-20
Citigroup Inc
262,570$23.5M0.0%CoreMediumNew York, NY2026-11-04
Wealthcare Advisory Partners LLC
261,546$23.4M0.4%ETFLowWest Chester, PA2026-10-21
Carnegie Investment Counsel
252,613$22.6M0.5%CoreLowPepper Pike, OH2026-10-20
Quattro Financial Advisors LLC
240,218$21.5M4.5%ETFMediumMontgomery, TX2026-10-15
Arvest Investments, Inc.
237,371$21.3M2.5%ETFLowLowell, AR2026-10-21
Brookstone Capital Management
235,689$21.1M0.2%ETFMediumWheaton, IL2026-10-22
Lido Advisors, LLC
229,810$20.6M0.1%GrowthLowLos Angeles, CA2026-11-04
Market Street Wealth Management Advisors LLC
220,982$19.8M2.8%ETFMediumIndianapolis, IN2026-10-09
Sharkey, Howes & Javer
220,271$19.7M2.4%ETFMediumDenver, CO2026-10-22
McKinley Carter Wealth Services, Inc.
206,345$18.5M0.9%ETFMediumWheeling, WV2026-10-16
RKL Wealth Management LLC
196,709$17.6M1.4%ETFVery LowLancaster, PA2026-10-16
SteelPeak Wealth, LLC
192,869$17.3M0.4%GrowthHighWoodland Hills, CA2026-10-16
Galvin, Gaustad & Stein, LLC
191,296$17.1M1.3%CoreMediumScottsdale, AZ2026-10-08
Kestra Advisory Services, LLC
180,913$16.2M0.0%CoreLowAustin, TX2026-11-02
Keybank National Association
165,435$14.8M0.0%CoreLowBrooklyn, OH2026-11-04
Courier Capital LLC
165,130$14.8M0.7%ETFLowBuffalo, NY2026-10-19
BlueSky Wealth Advisors, LLC
163,042$14.6M1.7%ETFMediumNew Bern, NC2026-10-29
Farmers & Merchants Investments Inc
157,087$14.1M0.3%CoreVery LowLincoln, NE2026-10-22
Boltwood Capital Management
147,239$13.2M3.0%ETFVery LowWalnut Creek, CA2026-10-02
Creative Planning
143,417$12.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Cornerstone Management, Inc.
133,455$12.0M1.8%ETFVery LowDuluth, GA2026-10-16
Aafmaa Wealth Management & Trust LLC
131,542$11.8M4.1%ETFMediumFayetteville, NC2026-10-14
Westover Capital Advisors, LLC
120,866$10.8M1.8%MomentumLowWilmington, DE2026-10-26
EverSource Wealth Advisors, LLC
115,406$10.3M0.3%CoreMediumBirmingham, AL2026-11-04
Smith Salley Wealth Management
114,896$10.3M0.4%GrowthLowGreensboro, NC2026-11-03
Perigon Wealth Management, LLC
113,252$10.1M0.2%GrowthLowSan Francisco, CA2026-10-22
Heck Capital Advisors, LLC
112,316$10.1M0.6%ETFMediumRhinelander, WI2026-10-14
SAX Wealth Advisors, LLC
109,264$9.8M0.3%ETFVery LowParsippany, NJ2026-10-13
Assetmark, Inc
106,307$9.5M0.0%ETFLowConcord, CA2026-10-21
Pictet Asset Management Holding SA
106,000$9.5M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Choreo, LLC
92,785$8.3M0.1%IndexLowRockford, IL2026-10-28
Procyon Advisors, LLC
90,731$8.1M0.3%CoreVery LowShelton, CT2026-10-21
Park Avenue Securities LLC
90,425$8.1K0.0%ETFMediumNew York, NY2026-10-26
Bestgate Wealth Advisors, LLC
87,512$7.8M5.0%ETFLowFrederick, MD2026-10-13
Sima Wealth Partners, LLC
86,165$7.7M5.4%ETFVery LowRichmond, VA2026-10-19
Jmac Enterprises LLC
83,741$7.5M1.3%ETFVery LowNewtown, PA2026-10-30
Archford Capital Strategies, LLC
80,055$7.2M0.7%GrowthMediumSwansea, IL2026-10-19
Leuthold Group, LLC
79,679$7.1M0.7%ValueMediumMinneapolis, MN2026-11-04
Blankinship & Foster, LLC
76,981$6.9M1.4%ETFVery LowSolana Beach, CA2026-10-19
Concurrent Investment Advisors, LLC
75,261$6.7M0.0%GrowthMediumTampa, FL2026-10-16
Prime Capital Investment Advisors, LLC
74,849$6.7M0.1%ETFLowOverland Park, KS2026-10-20
Traveka Wealth, LLC
70,280$6.3M1.9%ETFLowLos Altos, CA2026-10-19
Abbington Investment Group
63,594$5.7M3.7%YieldMediumWestport, CT2026-11-03
Retirement Systems of Alabama
62,185$5.6M0.0%IndexLowMontgomery, AL2026-11-04
MMA Asset Management LLC
62,115$5.6M1.8%ETFMediumNew York, NY2026-11-02
Alternative Investment Advisors, Llc.
61,995$5.6M2.1%ETFMediumMaitland, FL2026-11-03
Elevated Financial Group LLC
61,641$5.5M1.5%ETFMediumIndianapolis, IN2026-10-16
Oppenheimer Asset Management Inc.
59,575$5.3M0.1%CoreMediumNew York, NY2026-10-27
McNaughton Wealth Management, LLC
59,347$5.3M1.9%ETFLowSan Diego, CA2026-10-09
Columbus Macro, LLC
58,680$5.3M0.5%YieldMediumNew Castle, PA2026-10-14
Farther Finance Advisors, LLC
58,541$5.2M0.0%IndexLowSan Francisco, CA2026-10-08
Advus Financial Partners, LLC
57,684$5.2M1.5%ETFLowWinter Park, FL2026-10-20
Client 1ST Advisory Group, LLC
56,956$5.1M1.3%ETFVery LowDunedin, FL2026-10-19
Monument Capital Management
56,820$5.1M1.1%GARPHighAlexandria, VA2026-10-09
ARQ Wealth Advisors, LLC
54,851$4.9M0.6%ETFLowScottsdale, AZ2026-10-29
Signal Advisors Wealth, LLC
53,346$4.8M0.2%ETFLowDetroit, MI2026-10-13
First Citizens Bank & Trust Co
52,422$4.7M0.1%CoreMediumRaleigh, NC2026-10-14
Insight Wealth Strategies, LLC
49,492$4.4M0.4%ETFHighSan Ramon, CA2026-10-09
Liberty Atlantic Advisors LLC
48,975$4.4M2.8%ETFLowOlympia, WA2026-10-14
Investment Partners, Ltd.
47,764$4.3M0.7%ETFVery LowNew Philadelphia, OH2026-10-29
Aureum Wealth Management, LLC
47,490$4.3M2.6%ETFLowNorth Palm Beach, FL2026-10-15
Independent Financial Group, LLC
46,994$4.2M0.1%GrowthLowSan Diego, CA2026-10-13
Essential Planning, Llc.
46,880$4.2M1.1%ETFLowPortsmouth, NH2026-10-21
Integrity Advisory Solutions, LLC
45,541$4.1M0.4%ETFMediumDallas, TX2026-10-29
Fermata Advisors, LLC
44,822$4.0M0.8%ETFLowSonoma, CA2026-10-13
Capital Investment Advisors, LLC
44,711$4.0M0.1%CoreLowAtlanta, GA2026-10-22
Bigelow Investment Advisors, LLC
44,044$3.9M1.4%ETFLowPortland, ME2026-10-13
Brucke Financial, Inc.
42,242$3.8M1.6%GrowthMediumIndianapolis, IN2026-10-23
Axxcess Wealth Management, LLC
40,514$3.6M0.1%CoreLowCarlsbad, CA2026-10-21
Elevation Point Wealth Partners, LLC
40,050$3.6M0.1%CoreHighDenver, CO2026-11-05
Ashton Thomas Securities, LLC
39,875$3.6M0.4%ETFMediumRochester, NY2026-10-26
Intrua Financial, LLC
39,235$3.5M0.3%ETFMediumHouston, TX2026-10-28
Integrated Advisors Network LLC
38,900$3.5M0.2%GrowthMediumDallas, TX2026-10-20
Patten & Patten Inc
38,727$3.5M0.2%CoreLowChattanooga, TN2026-10-26
Ashton Thomas Private Wealth, LLC
37,893$3.4M0.1%CoreMediumScottsdale, AZ2026-11-03
TME Financial, Inc.
37,352$3.3M2.1%ETFMediumHuntington Beach, CA2026-10-14
Sovran Advisors, LLC
36,721$3.4M0.2%ETFMediumSan Diego, CA2026-11-02
Atria Investments, Inc
36,544$3.3M0.0%CoreMediumCharlotte, NC2026-10-15
Ascent Group, LLC
36,388$3.3M0.1%CoreLowVirginia Beach, VA2026-10-30
Brian LOW Financial Group, LLC
35,126$3.1M1.8%CoreMediumBaton Rouge, LA2026-10-28
Sunesis Advisors, LLC
34,444$3.1M1.6%ETFLowOverland Park, KS2026-10-26
Flagship Harbor Advisors, LLC
33,709$3.0M0.1%ETFMediumBoston, MA2026-10-26
Centennial Wealth Advisory LLC
33,362$3.0M0.6%ETFLowTraverse City, MI2026-10-16
Diversified Portfolios, Inc.
32,934$3.0M0.2%ETFLowBloomfield Hills, MI2026-11-04
Newport Capital Group, LLC
32,931$3.0M2.0%ETFHighRed Bank, NJ2026-10-16
JGP Wealth Management, LLC
30,689$2.8M0.2%CoreLowBend, OR2026-10-13
James Investment Research, Inc.
29,109$2.6M0.3%CoreLowAlpha, OH2026-10-22
Advisory Solutions Group, LLC
28,386$2.5M0.5%ETFN/APlymouth, MN2026-10-14
DB Fitzpatrick & Co, Inc
27,349$2.5M2.0%CoreMediumBoise, ID2026-10-19
MGO One Seven LLC
27,161$2.4M0.0%GrowthLowBeachwood, OH2026-10-28
Balefire, LLC
26,435$2.4M0.4%ETFMediumDallas, TX2026-10-09
Venture Visionary Partners LLC
26,263$2.4M0.1%CoreLowSylvania, OH2026-10-07
Intelligence Driven Advisers, LLC
26,218$2.3M0.4%ETFLowCarlsbad, CA2026-10-09
TSA Wealth Managment LLC
26,085$2.3M0.7%ETFMediumHouston, TX2026-10-22
Midwest Trust Co
26,023$2.3M0.0%CoreLowOverland Park, KS2026-10-22
Trust Point Inc.
25,654$2.3M0.2%CoreMediumLa Crosse, WI2026-10-27
Braun-Bostich & Associates Inc.
25,522$2.3M1.3%ETFMediumCanonsburg, PA2026-10-20
ShoreHaven Wealth Partners, LLC
24,342$2.2M0.7%ETFMediumRed Bank, NJ2026-10-16
Horst & Graben Wealth Management LLC
24,158$2.2M0.3%ETFMediumPortland, OR2026-11-02
Mather Group, Llc.
24,067$2.2M0.0%ETFMediumChicago, IL2026-10-14
CFS Investment Advisory Services, LLC
24,044$2.1M0.1%ETFMediumTotowa, NJ2026-10-19
Sowell Financial Services LLC
24,020$2.2M0.1%CoreLowNorth Little Rock, AR2026-10-23
Private Trust Co NA
23,952$2.1M0.2%CoreLowCleveland, OH2026-10-20
Phillips Financial Management, LLC
23,762$2.1M0.2%ETFVery LowFort Wayne, IN2026-10-19
IFP Advisors, Inc
23,534$2.1M0.0%GrowthLowTampa, FL2026-10-16
Lifelong Wealth Advisors, Inc.
22,698$2.0M0.5%ETFLowArden Hills, MN2026-10-19
Compass Financial Group, Inc. (Ohio)
22,609$2.0M1.3%ETFMediumDublin, OH2026-10-19
Diversify Wealth Management, LLC
22,264$2.0M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
22,264$2.0M0.0%GrowthLowSandy, UT2026-10-20
Snider Financial Group
21,463$1.9M0.5%GrowthLowBellevue, WA2026-10-16
Cantor Fitzgerald Investment Advisors L.P.
20,916$1.9M0.1%YieldLowNew York, NY2026-10-21
Swmg, LLC
20,871$1.9M0.4%ETFMediumFort Worth, TX2026-10-23
Invariant Investment Management
20,504$1.8M1.1%ETFLowCamp Hill, PA2026-10-08
Guidance Capital, Inc
20,409$1.9M0.4%ETFMediumLousville, KY2026-11-03
RHS Financial, LLC
20,318$1.8M0.6%ETFMediumSan Francisco, CA2026-10-13
StoneX Group Inc.
20,191$1.8M0.1%ETFMediumNew York, NY2026-11-03
DecisionMap Wealth Management, LLC
19,900$1.8M1.0%ETFLowGreat Falls, VA2026-10-29
Rosenberg Matthew Hamilton
19,603$1.8M0.3%ETFVery LowGrand Junction, CO2026-10-05
K2 Financial Inc.
19,128$1.7M1.2%ETFLowGlendora, CA2026-10-26
Sapient Capital LLC
19,088$1.7M0.0%GrowthMediumIndianapolis, IN2026-10-08
Trilogy Capital Inc.
19,076$1.7M0.1%ETFMediumIrvine, CA2026-10-20
Scissortail Wealth Management, LLC
19,023$1.7M0.3%ETFLowTulsa, OK2026-11-03
Sheets Smith Wealth Management
18,549$1.7M0.2%CoreLowWinston-Salem, NC2026-10-16
Auour Investments LLC
18,483$1.7M0.5%ETFLowWoburn, MA2026-10-28
BOS Asset Management, LLC
17,426$1.6M0.4%ETFLowSpringfield, IL2026-10-09
Lakeshore Capital Group, Inc.
17,389$1.6M1.0%CoreVery LowRolling Meadows, IL2026-10-20
Creative Financial Designs Inc
16,917$1.5M0.1%ETFMediumKokomo, IN2026-11-04
Strategy Asset Managers LLC
16,903$1.5M0.2%CoreLowPasadena, CA2026-10-14
OpenArc Corporate Advisory, LLC
16,607$1.5M0.0%GrowthLowAtlanta, GA2026-10-21
Buck Wealth Strategies, LLC
16,406$1.5M0.1%ValueMediumDenver, CO2026-10-28
Rose Capital Advisors LLC
16,373$1.5M0.4%ETFN/AMiami Beach, FL2026-11-04
Stash Investments, LLC
16,058$1.4M0.4%ETFVery LowNew York, NY2026-10-26
Simplex Trading, LLC
15,928$1.4M0.0%CoreVery HighChicago, IL2026-11-04
TD Private Client Wealth LLC
15,855$1.4M0.0%ETFLowNew York, NY2026-10-28
Saxony Capital Management, LLC
15,421$1.4M0.6%ETFMediumSt. Louis, MO2026-10-15
Apollon Wealth Management, LLC
15,179$1.4M0.0%GrowthLowMount Pleasant, SC2026-10-23
Kestra Private Wealth Services, LLC
15,171$1.4M0.0%GrowthLowAustin, TX2026-10-30
Csenge Advisory Group
15,071$1.4M0.1%ETFMediumClearwater, FL2026-11-04
SBI Securities Co., Ltd.
15,053$1.3M0.0%Agg GrowthLowTokyo, Mexico2026-10-22
GHP Investment Advisors, Inc.
14,912$1.3M0.0%CoreVery LowDenver, CO2026-10-15
Ascentis Wealth Management, LLC
14,399$1.3M0.2%Agg GrowthLowDallas, TX2026-11-03
Trek Financial, LLC
14,281$1.3M0.1%ETFHighScottsdale, AZ2026-10-29
Pettinga Financial Advisors LLC
14,257$1.3M0.2%ETFMediumEvansville, IN2026-10-13
Clear Creek Financial Management, LLC
14,163$1.3M0.1%ETFMediumSilverdale, WA2026-10-28
Chapman Financial Group, LLC
13,875$1.2M0.8%CoreVery LowHonolulu, HI2026-10-26
Vaquero Private Wealth, LTD
13,711$1.2M0.3%ETFN/ADallas, TX2026-10-27
Diversified Enterprises, LLC
13,401$1.2M0.1%ETFVery LowWilmington, DE2026-10-19
WBH Advisory Inc
13,391$1.2M0.1%ETFLowBaltimore, MD2026-11-05
ASL Financial, LLC
13,388$1.2M0.8%ETFVery LowLos Gatos, CA2026-10-15
Ascentis Independent Advisors
13,239$1.2M0.1%ETFLowDallas, TX2026-11-03
Soltis Investment Advisors LLC
13,107$1.2M0.1%CoreMediumSt. George, UT2026-10-28
Asset One Wealth Management LLC
13,084$1.2M0.1%GrowthLowBellevue, WA2026-11-02
Tempus Wealth Planning, LLC
13,060$1.2M0.2%ETFMediumIrvine, CA2026-10-14
Global Assets Advisory, LLC
12,656$1.1M0.2%GrowthHighOrlando, FL2026-10-28
BCU Wealth Advisors, LLC
12,631$1.1M0.4%ETFLowVernon Hills, IL2026-10-16
Cyndeo Wealth Partners, LLC
12,408$1.1M0.1%CoreMediumSt. Petersburg, FL2026-10-16
Droms Strauss Advisors Inc
12,349$1.1M0.3%ETFLowSt. Louis, MO2026-11-03
North Forty Two & Co.
12,311$1.1M0.9%ETFVery LowLake Oswego, OR2026-10-19
Connecticut Wealth Management, LLC
12,241$1.1M0.0%ETFLowFarmington, CT2026-10-13
Triad Wealth Partners, LLC
12,068$1.1M0.1%ETFMediumLawrence, KS2026-10-26
Centurion Wealth Management LLC
12,013$1.1M0.3%ETFMediumMclean, VA2026-10-13
Capital Investment Advisory Services, LLC
11,938$1.1M0.1%CoreMediumRaleigh, NC2026-10-30
Sculati Wealth Management, LLC
11,879$1.1M0.3%CoreLowBloomfield Hills, MI2026-10-19
Titleist Asset Management, LLC
11,770$1.1M0.1%ETFLowSan Antonio, TX2026-10-08
Americana Partners, LLC
11,709$1.0M0.0%CoreMediumHouston, TX2026-10-28
Parallel Advisors, LLC
11,565$1.0M0.0%IndexLowSan Francisco, CA2026-11-03
Sagespring Wealth Partners, LLC
11,495$1.0M0.0%ETFLowFranklin, TN2026-10-22
DMC Group, LLC
11,458$1.0M0.7%CoreMediumBirmingham, AL2026-10-26
LexAurum Advisors, LLC
11,429$1.0M0.1%ETFLowOverland Park, KS2026-10-19
Cornerstone Planning Group LLC
11,428$1.0M0.1%ETFMediumFairfield, NJ2026-10-16
Birch Financial Group, LLC
11,306$1.0M0.5%CoreLowKeene, NH2026-10-27
Lodestar Private Asset Management LLC
11,295$1.0M0.1%ETFLowAlamo, CA2026-10-26
Acropolis Investment Management, LLC
11,035$989.0K0.0%ETFLowSt. Louis, MO2026-10-08
Optivise Advisory Services LLC
10,867$973.9K0.5%ETFMediumFranklin, TN2026-10-19
Ehrlich Financial Group
10,833$970.8K0.5%ETFHighLaguna Niguel, CA2026-10-20
LightSquare Wealth Management, LLC
10,811$968.9K0.7%ETFN/ABingham Farms, MI2026-11-03
ADE, LLC
10,727$961.3K0.4%ETFLowBaltimore, MD2026-10-29
Carter Financial Group, Inc.
10,658$955.1K0.5%GrowthLowBarrington, IL2026-10-21
Alterna Wealth Management, Inc
10,589$949.0K0.5%ETFMediumHouston, TX2026-10-27
Cassilly Financial Group LLC
10,549$945.4K0.6%ETFLowSeverna Park, MD2026-10-07
Stone House Investment Management, LLC
10,439$935.5K0.1%ETFMediumTunkhannock, PA2026-10-23
Fifth Third Securities, Inc.
10,365$929.0K0.0%ETFLowCincinnati, OH2026-10-21
Montecito Bank & Trust
10,088$904.1K0.1%GrowthVery LowSanta Barbara, CA2026-10-01
Latitude Advisors, LLC
9,970$893.5K0.3%ETFLowYorkville, IL2026-10-27
Wedbush Securities Inc
9,903$8880.0%CoreLowPasadena, CA2026-10-22
Verus Capital Partners, LLC
9,680$867.5K0.0%GrowthLowScottsdale, AZ2026-11-03
MSH Capital Advisors LLC
9,645$864.3K0.1%CoreLowScottsdale, AZ2026-11-03
Oppenheimer & Co Inc
9,565$857.2K0.0%CoreLowNew York, NY2026-10-26
Financial Partners Group, Inc
9,465$848.2K0.1%ETFLowOverland Park, KS2026-10-19
Seed Wealth Management, Inc.
9,420$844.2K0.5%ETFMediumEvanston, IL2026-10-20
FC Advisory LLC
9,178$822.6K0.2%ETFVery LowWest Chester, PA2026-10-05
Maia Wealth LLC
9,100$815.5K0.1%ETFMediumDenver, CO2026-10-19
Patriot Financial Group Insurance Agency, LLC
8,952$802.3K0.1%GrowthLowWalpole, MA2026-10-14
Davenport & Co LLC
8,904$798.0K0.0%CoreMediumRichmond, VA2026-10-14
Cypress Wealth Services, LLC
8,743$781.3K0.1%ETFLowPalm Desert, CA2026-10-21
SWS Partners
8,616$772.2K0.2%GrowthMediumColumbus, OH2026-10-26
Mosley Wealth Management
8,603$779.4K0.2%ETFHighAnaheim, CA2026-10-16
FAI Advisors, Inc.
8,593$770.1K0.3%GrowthLowFarmington Hills, MI2026-10-27
Narus Financial Partners, LLC
8,583$769.2K0.2%ValueLowSalt Lake City, UT2026-10-19
Polaris Investment Advisors, LLC
8,579$768.9K0.5%ETFMediumFramingham, MA2026-10-20
Laurel OAK Wealth Management, LLC
8,555$766.7K0.1%GrowthLowMarlton, NJ2026-10-19
Prospera Financial Services Inc
8,381$773.1K0.0%CoreMediumDallas, TX2026-11-04
Beacon Financial Group
8,339$747.4K0.1%ETFMediumDallas, TX2026-10-19
RFG Advisory, LLC
7,996$716.6K0.0%ETFMediumBirmingham, AL2026-11-03
Central Pacific Bank - Trust Division
7,941$711.7K0.1%CoreMediumHonolulu, HI2026-10-06
Heritage Family Offices, LLP
7,803$699.3K0.2%GrowthHighScottsdale, AZ2026-11-02
Madson Wealth Advisors Inc
7,620$682.9K0.5%ETFLowSanta Rosa, CA2026-10-13
United Advisor Group, LLC
7,556$677.1K0.1%ETFLowCincinnati, OH2026-11-03
Cooper Financial Group
7,492$671.5K0.1%GrowthMediumIrvine, CA2026-10-07
Churchill Financial Advisors, LLC
7,373$660.8K0.1%CoreLowLouisville, KY2026-10-20
Certified Advisory Corp
7,022$629.3K0.1%ETFLowAltamonte Springs, FL2026-10-29
Successful Portfolios LLC
6,905$615.2K0.3%CoreVery LowClearwater, FL2026-10-09
Cap Partners, LLC
6,899$618.3K0.3%ETFLowFranklin, TN2026-10-19
Sigma Planning Corp
6,828$614.5K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Focus Financial Network, Inc.
6,789$608.4K0.0%ETFLowMinneapolis, MN2026-10-14
B. Riley Wealth Advisors, Inc.
6,516$583.9K0.0%GrowthLowMemphis, TN2026-10-13
Cypress Capital, LLC
6,425$575.9K0.2%ETFMediumFranklin, TN2026-10-20
Voisard Asset Management Group, Inc.
6,378$571.6K0.1%ETFLowGrand Rapids, MI2026-10-13
Blue Capital, Inc.
6,343$568.4K0.4%CoreHighOmaha, NE2026-10-13
River Street Advisors LLC
6,263$561.3K0.2%CoreLowAurora, IL2026-10-22
IVC Wealth Advisors LLC
6,217$557.2K0.2%GrowthLowSilverdale, PA2026-10-23
Omni 360 Wealth, Inc.
6,059$543.0K0.2%ETFLowPlainsboro, NJ2026-10-13
NBT Bank, N.A.
6,045$541.8K0.0%CoreLowNorwich, NY2026-10-21
D.A. Davidson & Co.
6,005$538.2K0.0%CoreLowGreat Falls, MT2026-10-28
180 Wealth Advisors, LLC
5,964$534.5K0.1%CoreLowFederal Way, WA2026-11-03
Firethorn Wealth Partners, LLC
5,863$525.4K0.2%ETFLowAugusta, GA2026-10-14
Citizens Financial Group Inc
5,772$517.3K0.0%GrowthLowProvidence, RI2026-10-23
Lanark Financial, Inc.
5,767$516.9K0.0%CoreMediumBirmingham, AL2026-10-26
Bell Investment Advisors, Inc
5,760$516.2K0.1%ETFVery LowOrinda, CA2026-10-29
PFG Advisors
5,714$512.1K0.0%ETFMediumPhoenix, AZ2026-10-16
Trinity Wealth Management, LLC
5,702$511.0K0.2%ETFMediumBerwyn, PA2026-10-13
Hoxton Planning & Management, LLC
5,638$505.2K0.1%ETFLowShepherdstown, WV2026-10-15
Balance Wealth Partners LLC
5,630$504.6K0.1%ETFMediumWorthington, OH2026-10-27
Evergreen Capital Management LLC
5,491$492.1K0.0%GARPMediumBellevue, WA2026-10-23
Peak Wealth Management LLC
5,384$487.2K0.3%ETFMediumNashua, NH2026-10-26
Golden State Wealth Management, LLC
5,367$481.0K0.0%ETFMediumSanta Ana, CA2026-11-02
Cypress Capital Group
5,298$474.8K0.0%CoreLowPalm Beach, FL2026-11-03
Cahaba Wealth Management, Inc.
5,185$464.7K0.0%ETFVery LowAtlanta, GA2026-10-26
True Blue Financial, LLC
5,165$462.9K0.2%ETFLowStevensville, MI2026-10-15
Burke & Herbert Bank & Trust Co
5,143$460.9K0.1%CoreVery LowAlexandria, VA2026-11-02
Strategic Blueprint, LLC
4,964$444.9K0.0%ETFLowAtlanta, GA2026-10-22
M Holdings Securities, Inc.
4,927$443.0K0.2%ETFHighPortland, OR2026-11-03
Sound Income Strategies, LLC
4,925$441.9K0.0%YieldMediumFt Lauderdale, FL2026-10-09
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
4,879$437.3K0.0%ETFMediumWestlake, OH2026-10-14
1900 Wealth Management LLC
4,832$433.0K0.0%ETFLowSan Antonio, TX2026-10-13
Pinnacle Bancorp, Inc.
4,713$422.4K0.1%CoreVery LowBeatrice, NE2026-10-21
Sutton Place Investors LLC
4,641$415.9K0.2%ETFLowArmonk, NY2026-10-20
KPP Advisory Services LLC
4,619$414.0K0.1%GrowthMediumLouisville, KY2026-10-26
Bryn Mawr Trust Advisors, LLC
4,549$407.6K0.0%CoreLowPhiladelphia, PA2026-11-04
First National Bank of Mount Dora, Trust Investment Services
4,546$407.4K0.1%CoreMediumMount Dora, FL2026-10-21
Stewardship Advisors, LLC
4,504$403.6K0.1%ETFMediumMount Joy, PA2026-10-20
Simplicity Wealth,LLC
4,395$393.9K0.0%ETFLowSummit, NJ2026-10-23
Aprio Wealth Management, LLC
4,316$386.8K0.0%ETFMediumAtlanta, GA2026-10-28
First Horizon Corp
4,291$384.6K0.0%CoreLowMemphis, TN2026-10-26
Moneywise, Inc.
4,123$369.5K0.4%ETFMediumForest, VA2026-10-30
RCW Management, LLC
4,118$369.1K0.3%ETFVery LowJacksonville, FL2026-10-30
Spire Wealth Management
4,115$368.8K0.0%GrowthMediumMclean, VA2026-10-30
HB Wealth Management, LLC
4,109$368.3K0.0%IndexVery LowAtlanta, GA2026-10-23
Heritage OAK Wealth Advisors LLC
4,087$366.3K0.1%ValueHighSanta Rosa Beach, FL2026-10-14
Signature Equity Partners, LLC
4,029$361.1K0.1%GrowthMediumColumbus, OH2026-10-29
Rede Wealth, LLC
4,024$360.6K0.1%ValueMediumCharlottesville, VA2026-10-22
Arlington Trust Co LLC
4,015$359.8K0.0%ETFMediumBirmingham, AL2026-10-20
JB Capital LLC
3,956$354.5K0.0%ETFMediumWethersfield, CT2026-10-19
Midwest Financial Network, LLC
3,943$353.4K0.2%ETFHighTinley Park, IL2026-10-13
Dynamic Advisor Solutions LLC
3,875$347.2K0.0%ETFLowPhoenix, AZ2026-10-13
Fairvoy Private Wealth, LLC
3,860$345.9K0.1%GrowthMediumBirmingham, AL2026-10-19
Legacy Advisory Services, LLC
3,856$345.6K0.2%ETFMediumExton, PA2026-10-20
Delta Wealth Advisors LLC
3,832$343.4K0.2%ETFMediumIndianapolis, IN2026-10-09
Koshinski Asset Management, Inc.
3,806$341.1K0.0%ETFLowDecatur, IL2026-10-29
Total Clarity Wealth Management, Inc.
3,742$335.4K0.1%ETFMediumSt. Charles, IL2026-10-26
Silverlake Wealth Management LLC
3,736$334.8K0.1%ETFLowWilliston, VT2026-10-21
Principal Financial Group Inc
3,675$329.4K0.0%CoreLowDes Moines, IA2026-11-02
Sage Advisory Services, Ltd.Co.
3,604$323.0K0.2%ETFMediumAustin, TX2026-10-29
City State Bank
3,580$320.8K0.1%GrowthVery LowNorwalk, IA2026-10-20
Two West Capital Advisors LLC
3,578$320.3K0.2%ETFLowOverland Park, KS2026-10-15
Greenwood Gearhart LLC
3,544$317.6K0.0%ETFLowFayetteville, AR2026-11-02
Avid Wealth Partners LLC
3,543$317.5K0.1%ETFMediumSan Antonio, TX2026-11-03
Avantra Family Wealth, Inc.
3,520$315.4K0.2%CoreMediumMechanicsburg, PA2026-10-20
Friedenthal Financial
3,510$314.6K0.1%ETFHighMarlton, NJ2026-10-27
Apella Capital, LLC
3,499$312.2K0.0%ETFVery LowWest Hartford, CT2026-10-08
Lynx Investment Advisory
3,497$313.4K0.1%ETFLowWashington, Dc, DC2026-10-27
Gibbs Wealth Management
3,444$308.7K0.0%CoreLowAlpharetta, GA2026-10-22
Whalen Wealth Management Inc.
3,431$307.5K0.1%GrowthHighLas Vegas, NV2026-10-08
Financial Enhancement Group LLC
3,404$303.7K0.0%ETFMediumAnderson, IN2026-10-08
Alchemi Wealth, LLC
3,395$304.3K0.1%CoreLowEssex, CT2026-11-04
Quartz Partners, LLC
3,381$303.0K0.1%GARPMediumSaratoga Springs, NY2026-11-03
Northland Securities, Inc.
3,264$292.5K0.2%ETFLowMinneapolis, MN2026-11-02
Ifrah Financial Services, Inc.
3,188$285.7K0.1%ETFLowLittle Rock, AR2026-10-13
Sharper & Granite LLC
3,160$300.0K0.1%ETFLowEl Segundo, CA2026-11-02
Stackstone Wealth, LLC
3,065$274.7K0.0%CoreN/ADubuque, IA2026-10-19
Robertson Stephens Wealth Management, LLC
3,055$273.8K0.0%ETFMediumSan Francisco, CA2026-10-16
Beverly Hills Private Wealth, LLC
3,032$271.7K0.0%ValueMediumBeverly Hills, CA2026-11-04
Clearwave Capital, LLC
3,006$269.4K0.1%GrowthLowUpland, CA2026-10-27
Nordwand Advisors, LLC
2,955$264.8K0.0%CoreLowRadnor, PA2026-11-05
Ballast Rock Private Wealth LLC
2,952$264.6K0.1%ETFMediumCharleston, SC2026-10-26
Beacon Financial Advisory LLC
2,952$264.6K0.1%ETFLowCleveland, OH2026-10-16
Quadrant Private Wealth Management, LLC
2,939$263.4K0.0%GrowthLowCenter Valley, PA2026-11-04
Central Bank & Trust Co
2,931$262.7K0.0%GrowthLowLexington, KY2026-10-09
Valeo Financial Advisors, LLC
2,919$261.6K0.0%ETFLowCarmel, IN2026-10-08
Ironwood Wealth Management, Llc.
2,914$261.2K0.1%ETFLowChandler, AZ2026-10-28
Cidel Asset Management Inc
2,912$261.0K0.0%CoreMediumToronto, Australia2026-10-29
Tactive Advisors, LLC
2,908$260.6K0.1%ETFHighJacksonville, FL2026-10-08
BAR Harbor Wealth Management
2,896$259.5K0.0%CoreLowConcord, NH2026-10-21
Stockman Wealth Management, Inc.
2,893$259.3K0.0%CoreLowBillings, MT2026-10-27
Eagle Global Advisors LLC
2,887$258.7K0.0%CoreLowHouston, TX2026-11-02
Stablepoint Partners, LLC
2,871$257.3K0.0%CoreLowBraintree, MA2026-11-03
LongView Wealth Management
2,864$256.7K0.1%ETFLowAtlanta, GA2026-10-19
Verdence Capital Advisors LLC
2,853$255.7K0.0%CoreMediumHunt Valley, MD2026-10-26
rebel Financial LLC
2,792$250.2K0.1%N/AVery LowGroveport, OH2026-11-04
Evolution Wealth Management Inc.
2,774$248.6K0.1%ETFMediumFort Myers, FL2026-10-28
Graetz Wealth LLC
2,725$244.2K0.2%ETFMediumJenison, MI2026-10-27
Founders Financial Securities LLC
2,711$243.0K0.0%ETFMediumTowson, MD2026-10-28
W Advisors, LLC
2,703$242.2K0.1%CoreLowGermantown, TN2026-11-02
Legacy Wealth Partners, LLC
2,680$240.2K0.1%ETFHighLakewood, CO2026-10-15
Lincoln Capital Corp
2,673$239.6K0.1%ETFMediumEast Greenwich, RI2026-10-13
Investmark Advisory Group LLC
2,660$238.4K0.1%ETFVery LowShelton, CT2026-10-27
Schmidt P J Investment Management Inc
2,658$238.2K0.0%GrowthVery LowCedarburg, WI2026-11-02
Zenith Solutions, Inc.
2,644$236.9K0.2%ETFN/APhiladelphia, PA2026-10-19
Fiduciary Alliance LLC
2,643$236.9K0.0%CoreMediumGreenville, SC2026-10-13
Mill Capital Management, LLC
2,584$231.6K0.0%CoreLowConcord, NC2026-10-26
Trust Co of Vermont
2,544$228.0K0.0%CoreVery LowBrattleboro, VT2026-10-21
Symphony Financial, Ltd. Co.
2,537$227.4K0.0%GrowthLowHouston, TX2026-10-22
CoreCap Advisors, LLC
2,525$226.3K0.0%ETFMediumSouthfield, MI2026-10-08
MLG Wealth Management DBA Pine Grove Financial Group
2,506$224.6K0.0%ETFMediumWoodbury, MN2026-10-13
Yoffe Investment Management, LLC
2,458$220.3K0.3%CoreVery LowLemoyne, PA2026-11-02
BIP Wealth, LLC
2,451$219.7K0.0%ETFMediumAtlanta, GA2026-10-22
Victory Financial Group, LLC
2,443$218.9K0.0%ETFLowAustin, TX2026-10-27
Chesley Taft & Associates LLC
2,437$218.4K0.0%CoreLowChicago, IL2026-10-13
Argentarii, LLC
2,417$216.6K0.1%GrowthLowCincinnati, OH2026-10-28
Clark Asset Management, LLC
2,381$213.4K0.0%ETFVery LowStratham, NH2026-10-19
Essex Bank
2,354$211.0K0.0%CoreLowEssex, CT2026-10-16
International Assets Investment Management, LLC
2,335$209.1K0.0%CoreVery HighOrlando, FL2026-11-02
Layline Advisors, LLC
2,329$208.7K0.2%ETFLowRochester, NY2026-11-02
Independent Wealth Network Inc.
2,310$207.0K0.1%ETFMediumUrbandale, IA2026-10-19
Smithbridge Asset Management Inc
2,282$204.5K0.0%GrowthLowChadds Ford, PA2026-10-19
Advisor OS, LLC
2,239$200.7K0.0%ETFMediumChicago, IL2026-11-03
Bison Wealth, LLC
2,232$200.5K0.0%GrowthMediumAtlanta, GA2026-10-13
Cullen T Bankers, Inc.
2,074$185.9K0.0%GrowthLowSan Antonio, TX2026-10-28
DeDora Capital, Inc.
1,948$174.6K0.0%ETFVery LowNapa, CA2026-10-26
Caldwell Trust Co
1,698$152.2K0.0%GrowthLowVenice, FL2026-10-30
McCarley & Cook Financial Planners
1,689$151.4K0.1%ETFLowCincinnati, OH2026-10-21
Cape Investment Advisory, Inc.
1,632$146.3K0.0%ETFLowMcdonough, GA2026-10-13
Fairscale Capital, LLC
1,628$149.9K0.1%GrowthVery LowNashua, NH2026-11-04
Gables Capital Management Inc.
1,627$145.8K0.1%GrowthVery LowMiami, FL2026-11-04
Yankcom Partnership
1,539$137.9K0.0%CoreVery LowYankton, SD2026-10-15
WPG Advisers, LLC
1,361$122.0K0.1%CoreLowBaltimore, MD2026-10-27
Independence Bank of Kentucky
1,131$101.4K0.0%GrowthLowOwensboro, KY2026-10-26
Root Financial Partners, LLC
1,094$98.0K0.0%ETFMediumEncinitas, CA2026-10-21
Raleigh Capital Management Inc.
1,078$96.6K0.0%CoreMediumCary, NC2026-10-28
Bay Harbor Wealth Management, LLC
983$88.1K0.0%ETFMediumHunt Valley, MD2026-11-03
Richardson Financial Services Inc.
920$82.4K0.0%GrowthMediumMedway, MA2026-10-30
Meriwether Wealth & Planning, LLC
905$81.1K0.0%ETFMediumMinden, LA2026-10-13
Oakworth Capital, Inc.
895$80.2K0.0%ETFLowBirmingham, AL2026-10-26
Edgemoor Investment Advisors, Inc.
835$74.8K0.0%CoreVery LowBethesda, MD2026-11-03
BankChampaign, National Association
830$74.4K0.1%GrowthMediumChampaign, IL2026-10-19
Tompkins Financial Corp
795$71.2K0.0%CoreLowIthaca, NY2026-10-05
Wealth Enhancement Trust Services, Inc.
741$66.4K0.0%GrowthMediumSioux Falls, SD2026-10-07
Realta Investment Advisors
686$61.5K0.0%GrowthMediumWilmington, DE2026-10-14
Asset Dedication, LLC
676$60.6K0.0%ETFLowSan Francisco, CA2026-11-03
Strengthening Families & Communities, LLC
673$60.3K0.0%CoreMediumBoston, MA2026-10-21
Nfsg Corp
584$52.3K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Nvwm, LLC
537$48.1K0.0%GrowthMediumYardley, PA2026-10-14
Provident Wealth Management, LLC
519$46.5K0.0%ETFVery LowBrentwood, TN2026-10-20
Covestor Ltd
494$440.0%ValueHighLondon, United Kingdom2026-10-30
Gen-Wealth Partners Inc
489$43.8K0.0%CoreLowZeeland, MI2026-11-04
Wilmington Savings Fund Society, FSB
433$38.8K0.0%CoreLowWilmington, DE2026-10-23
Kingdom Financial Group Llc.
430$38.6K0.0%ETFMediumPeoria, AZ2026-11-04
Signaturefd, LLC
407$36.4K0.0%IndexLowAtlanta, GA2026-10-23
Laurel Wealth Advisors LLC
405$36.3K0.0%CoreVery LowCharlotte, NC2026-10-27
Beacon Financial Strategies Corp
398$35.7K0.0%ETFVery LowRaleigh, NC2026-10-14
Thompson Investment Management, Inc.
395$35.4K0.0%ValueMediumMadison, WI2026-10-14
Triumph Capital Management
383$34.3K0.0%ETFMediumDenver, CO2026-10-14
Beutel, Goodman & Co Ltd.
380$34.0K0.0%ValueMediumToronto, Australia2026-11-04
Nemes Rush Group LLC
365$32.8K0.0%CoreVery LowNovi, MI2026-11-04
Duncker Streett & Co Inc
350$31.4K0.0%GrowthLowSt. Louis, MO2026-10-27
Bear Mountain Capital, Inc.
348$31.5K0.0%ETFLowSeattle, WA2026-11-04
Brown, Lisle Ings, Inc.
294$26.3K0.0%CoreVery LowProvidence, RI2026-10-16
AlphaCore Capital LLC
291$26.1K0.0%ETFLowLa Jolla, CA2026-11-04
Plante Moran Financial Advisors, LLC
278$24.9K0.0%ETFVery LowSouthfield, MI2026-11-04
Reap Financial Group, LLC
274$24.6K0.0%ETFLowAustin, TX2026-11-02
Hazlett, Burt & Watson, Inc.
268$240.0%CoreVery LowWheeling, WV2026-11-04
Biltmore Family Office, LLC
256$22.9K0.0%GrowthLowCharlotte, NC2026-11-03
Elevated Capital Advisors, LLC
255$22.9K0.0%ETFMediumSandy, UT2026-11-04
First Bancorp, Inc
250$22.4K0.0%ValueVery LowDamariscotta, ME2026-10-26
Westside Investment Management, Inc.
246$22.0K0.0%GrowthLowSanta Monica, CA2026-11-02
Compass Financial Management LLC
223$20.0K0.0%CoreN/ATampa, FL2026-10-30
Eastern Bank
215$19.3K0.0%GrowthMediumBoston, MA2026-10-05
Markowski Investments
210$18.8K0.0%ETFN/ATampa, FL2026-10-30
Allspring Global Investments Holdings, LLC
196$17.5K0.0%CoreMediumCharlotte, NC2026-11-04
Transce3nd, LLC
192$17.4K0.0%GrowthLowBuda, TX2026-10-26
JFS Wealth Advisors, LLC
181$16.2K0.0%ETFVery LowHermitage, PA2026-11-03
WestEnd Advisors, LLC
164$14.7K0.0%ETFMediumCharlotte, NC2026-10-27
Essential Partners LLC
157$14.1K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Sfam, LLC
145$13.0K0.0%ETFVery LowElmhurst, IL2026-11-03
Owl Creek Wealth Partners LLC
137$12.3K0.0%IndexLowGreenwood Village, CO2026-10-20
Highline Wealth Partners LLC
134$12.0K0.0%ETFMediumSherman Oaks, CA2026-10-19
Gilpin Wealth Management, LLC
132$11.8K0.0%GrowthLowDenver, CO2026-10-09
Woodard & Co Asset Management Group Inc
131$11.7K0.0%ETFMediumBermuda Run, NC2026-11-03
Hughes Financial Services, LLC
130$11.9K0.0%ETFLowHerndon, VA2026-10-30
Jnba Financial Advisors
127$11.4K0.0%ETFMediumBloomington, MN2026-11-03
Hilton Head Capital Partners, LLC
121$10.8K0.0%CoreMediumHilton Head Island, SC2026-10-23
Breakwater Investment Management
119$10.7K0.0%ETFLowSeattle, WA2026-10-20
Abound Wealth Management
114$10.2K0.0%ETFVery LowFranklin, TN2026-10-26
Tsfg, LLC
113$100.0%ETFLowLake Forest, IL2026-10-23
Portfolio Resources Advisor Group, Inc.
111$9.9K0.0%ETFMediumCoral Gables, FL2026-10-20
Canton Hathaway, LLC
110$9.9K0.0%ValueLowProvidence, RI2026-10-23
Concord Wealth Partners
107$9.6K0.0%GrowthLowAbingdon, VA2026-11-02
SJS Investment Consulting Inc.
106$9.5K0.0%ETFVery LowSylvania, OH2026-10-26
Advocate Investing Services LLC
104$9.3K0.0%ETFLowWoodbine, MD2026-10-26
Private Wealth Management Group, LLC
104$9.3K0.0%ETFLowPrinceton, NJ2026-10-19
Capital Investment Counsel, Inc
100$9.0K0.0%GrowthVery LowRaleigh, NC2026-10-20
Axiom Investment Management LLC
96$8.6K0.0%CoreN/ANew York, NY2026-11-03
DecisionPoint Financial, LLC
95$8.5K0.0%ETFVery LowMesa, AZ2026-10-27
Cdkv Holdings LLC
90$8.1K0.0%ETFMediumDenver, CO2026-10-28
United Financial Planning Group LLC
89$8.0K0.0%ETFHighHauppauge, NY2026-11-04
Lloyd Advisory Services, Llc.
70$6.3K0.0%ETFVery HighSuwanee, GA2026-11-02
Barrett & Company, Inc.
69$6.2K0.0%ETFLowProvidence, RI2026-10-22
Toth Financial Advisory Corp
68$6.1K0.0%CoreLowLeesburg, VA2026-10-08
Team Financial Group, LLC
67$6.0K0.0%ETFLowTemecula, CA2026-10-30
Center for Financial Planning, Inc.
66$5.9K0.0%ETFLowSouthfied, MI2026-10-26
MassMutual Private Wealth & Trust, FSB
62$5.6K0.0%CoreLowSpringfield, MA2026-10-05
Foresight Capital Management Advisors, Inc.
61$5.5K0.0%CoreMediumSaline, MI2026-10-27
1620 Investment Advisors, Inc.
60$5.4K0.0%ValueLowPlymouth, MA2026-11-04
Rachor Investment Advisory Services, LLC
58$5.2K0.0%ETFVery LowLinden, MI2026-10-29
Bfsg, LLC
55$4.9K0.0%CoreLowIrvine, CA2026-10-30
Cherry Tree Wealth Management, LLC
54$4.8K0.0%ETFVery LowMinnetonka, MN2026-10-15
Tradewinds Capital Management, LLC
52$4.7K0.0%ETFVery HighBellingham, WA2026-10-23
Chilton Capital Management LLC
48$4.3K0.0%GrowthMediumHouston, TX2026-10-28
EPG Wealth Management LLC
46$4.1K0.0%GrowthLowAtlanta, GA2026-11-03
USA Financial Formulas
44$3.9K0.0%ETFVery HighAda, MI2026-10-16
Nova Financial LLC
41$3.7K0.0%N/AN/ATucson, AZ2026-11-04
Salomon & Ludwin, LLC
40$3.6K0.0%ETFVery LowRichmond, VA2026-10-29
MJT & Associates Financial Advisory Group, Inc.
39$3.5K0.0%ETFLowMontevideo, MN2026-10-07
Key Capital Management, Inc
35$3.1K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Birchwood Financial Partners, Inc.
32$2.8K0.0%ETFVery LowBloomington, MN2026-11-02
Quest 10 Wealth Builders, Inc.
31$2.8K0.0%ETFLowFuquay-Varina, VA2026-11-02
Lodestone Wealth Management LLC
25$2.2K0.0%CoreLowSpokane, WA2026-10-14
GK Wealth Management LLC
24$2.2K0.0%GARPVery HighReno, NV2026-10-09
Pinnacle Wealth Planning Services, Inc.
24$2.2K0.0%GARPLowMansfield, OH2026-10-27
Reyes Financial Architecture, Inc.
20$1.8K0.0%ETFVery HighSan Diego, CA2026-10-22
Murphy & Mullick Capital Management Corp
18$00.0%GrowthLowSmithtown, NY2026-11-02
Harbor Capital Advisors, Inc.
16$10.0%ValueHighChicago, IL2026-10-22
Eukles Asset Management
14$1.3K0.0%CoreLowCincinnati, OH2026-11-04
Horizon Financial Services, LLC
11$9860.0%ETFLowWinston Salem, NC2026-11-04
Retirement Wealth Solutions LLC
11$1.0K0.0%ETFLowMarshfield, WI2026-10-07
PFS Partners, LLC
5$4490.0%ETFVery LowMine Hill, NJ2026-10-21
Cassaday & Co Wealth Management LLC
4$3590.0%ETFVery LowMclean, VA2026-10-27
Morling Financial Advisors, LLC
1$680.0%ETFLowFremont, CA2026-10-28
Signature Resources Capital Management, LLC
1$900.0%ETFLowNewport Beach, CA2026-10-16
Holos Integrated Wealth LLC
0$180.0%ETFLowKennett Square, PA2026-10-23