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Ishares 1-5Y INV Grade Corp (IGSB)

CUSIP: 464288646 | NYSE | 2762 institutional holders

Quarters

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

Matson Money. Inc.16,137,609
23.1% of portfolio›$826.7M
Barings LLC6,840,027
6.0% of portfolio›$350.4M
Assetmark, Inc3,315,556
0.3% of portfolio›$169.9M
Commonwealth Equity Services, LLC2,726,843
0.2% of portfolio›$139.7M
Keybank National Association2,240,399
0.4% of portfolio›$114.8M
Parkside Investments, LLC1,887,573
11.0% of portfolio›$96.7M
Truist Financial Corp1,884,209
0.1% of portfolio›$96.5M
Busey Bank1,833,587
2.3% of portfolio›$93.9M
Maryland Capital Advisors Inc.1,495,178
24.0% of portfolio›$76.6M
Greenwood Gearhart LLC1,273,954
3.0% of portfolio›$65.3M
Parallel Advisors, LLC1,177,870
0.8% of portfolio›$60.3M
TD Private Client Wealth LLC1,146,158
1.1% of portfolio›$58.7M
Bangor Savings Bank911,775
3.6% of portfolio›$46.7M
Cutler Investment Counsel LLC902,882
4.4% of portfolio›$46.3M
Wealth Enhancement Advisory Services, LLC898,755
0.1% of portfolio›$46.1M
PDS Planning, Inc850,960
2.5% of portfolio›$43.6M
Stockman Wealth Management, Inc.806,893
4.3% of portfolio›$41.3M
Sumitomo Mitsui Trust Group, Inc.803,000
0.0% of portfolio›$41.1M
IFP Advisors, Inc750,214
0.7% of portfolio›$38.4M
Schaeffer Financial LLC688,312
26.9% of portfolio›$35.3M
Chicago Partners Investment Group LLC606,260
0.6% of portfolio›$31.2M
Kestra Advisory Services, LLC568,466
0.1% of portfolio›$29.1M
Prime Capital Investment Advisors, LLC563,527
0.3% of portfolio›$28.9M
Arkansas Financial Group, Inc.554,975
3.8% of portfolio›$28.4M
DT Investment Partners, LLC540,971
2.0% of portfolio›$27.7M
Creative Planning538,236
0.0% of portfolio›$27.6M
Klaas Financial Asset Advisors, LLC533,038
3.4% of portfolio›$27.3M
Bernardo Wealth Planning LLC529,134
2.3% of portfolio›$27.1M
Members Capital Advisors Inc500,000
22.3% of portfolio›$25.6M
Blue Fin Capital, Inc.491,512
3.4% of portfolio›$25.2M
Courage Miller Partners, LLC477,755
6.5% of portfolio›$24.5M
Arch Capital Group Ltd.469,378
8.3% of portfolio›$24.0M
Compass Wealth Management, LLC466,355
9.4% of portfolio›$23.9M
BAR Harbor Wealth Management452,983
1.3% of portfolio›$23.2M
Ameliora Wealth Management Ltd.415,518
6.1% of portfolio›$21.3M
JBGlobal.com LLC414,710
18.8% of portfolio›$21.2M
Presilium Private Wealth, LLC408,621
3.1% of portfolio›$20.9M
Black Diamond Financial, LLC408,561
1.8% of portfolio›$20.9M
Cambridge Investment Research Advisors, Inc.398,937
0.0% of portfolio›$20.4K
Equitable Trust Co394,910
0.9% of portfolio›$20.2M
Discipline Wealth Solutions, LLC391,100
1.7% of portfolio›$20.0M
Davenport & Co LLC375,075
0.1% of portfolio›$19.2M
Elevate Capital Advisors, LLC372,826
11.0% of portfolio›$19.1M
Amtrust Financial Services, Inc.367,800
5.5% of portfolio›$18.8M
First Citizens Bank & Trust Co364,764
0.3% of portfolio›$18.7M
Atwood & Palmer Inc363,385
1.0% of portfolio›$18.6M
Kwmg, LLC343,771
1.3% of portfolio›$17.6M
Prosperity Planning, Inc.341,590
3.9% of portfolio›$17.5M
Able Financial Group, LLC329,635
2.6% of portfolio›$16.9M
Stephens Group Asset Management, LLC327,286
1.0% of portfolio›$16.8M
Lodestar Private Asset Management LLC324,149
1.4% of portfolio›$16.6M
Gemmer Asset Management LLC320,090
1.1% of portfolio›$16.4M
Paulson Wealth Management Inc.313,908
3.3% of portfolio›$16.1M
Caldwell Trust Co310,826
1.3% of portfolio›$15.9M
North Dakota State Investment Board297,278
0.6% of portfolio›$15.2M
Choreo, LLC280,066
0.1% of portfolio›$14.3M
Investment Partners, Ltd.279,420
2.2% of portfolio›$14.3M
Sigma Planning Corp270,533
0.4% of portfolio›$13.9M
Ticino Wealth262,488
4.2% of portfolio›$13.4M
Tctc Holdings, LLC257,377
0.3% of portfolio›$13.2M
Affinity Wealth LLC257,135
7.0% of portfolio›$13.2M
Smith Salley Wealth Management246,683
0.5% of portfolio›$12.6M
Vertex Investment Solutions Co., Ltd.238,200
8.9% of portfolio›$12.2M
NBT Bank, N.A.237,962
0.8% of portfolio›$12.2M
Goelzer Investment Management, Inc.237,155
0.5% of portfolio›$12.1M
BlueSky Wealth Advisors, LLC235,917
1.4% of portfolio›$12.1M
Ballentine Capital Advisors, Inc228,014
4.4% of portfolio›$11.7M
Sterling Manor Financial, LLC218,372
6.5% of portfolio›$11.2M
Patriot Investment Management Group, Inc.214,223
0.6% of portfolio›$11.0M
Avior Wealth Management, LLC207,633
0.3% of portfolio›$10.6M
Secure Asset Management, LLC204,636
1.4% of portfolio›$10.5M
Powers Advisory Group, LLC198,421
3.1% of portfolio›$10.2M
Kroeger Financial Partners197,252
10.0% of portfolio›$10.1M
Wealthstar Advisors, LLC195,590
2.8% of portfolio›$10.0M
James Investment Research, Inc.194,022
1.1% of portfolio›$9.9M
M Holdings Securities, Inc.190,757
4.0% of portfolio›$9.8M
Burns J W & Co Inc188,960
1.0% of portfolio›$9.7M
Artesa Financial Group, LLC188,932
7.8% of portfolio›$9.7M
Semitam Bonam LLC167,048
6.0% of portfolio›$8.6M
Clear Retirement Advice LLC162,569
5.6% of portfolio›$8.3M
SeaBridge Investment Advisors LLC162,565
1.1% of portfolio›$8.3M
Kelsey Financial, LLC158,260
6.5% of portfolio›$8.1M
Woodmont Investment Counsel LLC149,998
0.4% of portfolio›$7.7M
Oppenheimer & Co Inc147,628
0.1% of portfolio›$7.6M
Mendota Financial Group, LLC147,531
4.7% of portfolio›$7.6M
Mirae Asset Global Investments Co., Ltd.147,000
0.0% of portfolio›$7.5M
Heck Capital Advisors, LLC145,918
0.4% of portfolio›$7.5M
Dynamic Advisor Solutions LLC144,121
0.2% of portfolio›$7.4M
Shore Point Advisors, LLC143,054
2.1% of portfolio›$6.7M
Retirement Planning Group, LLC142,249
0.2% of portfolio›$7.3M
Procyon Advisors, LLC135,139
0.3% of portfolio›$6.9M
Crestwood Advisors Group, LLC134,778
0.1% of portfolio›$6.9M
Capital Investment Counsel, LLC134,722
0.9% of portfolio›$6.9M
Resonant Capital Advisors, LLC132,750
0.3% of portfolio›$6.8M
Vise Technologies, Inc.132,188
0.1% of portfolio›$6.8M
Diversify Advisory Services, LLC129,218
0.1% of portfolio›$6.6M
Diversify Wealth Management, LLC129,218
0.1% of portfolio›$6.6M
PW Nova Financial Services LLC128,389
1.3% of portfolio›$6.6M
Oppenheimer Asset Management Inc.126,144
0.1% of portfolio›$6.5M
Eubel Brady & Suttman Asset Management Inc125,301
1.7% of portfolio›$6.4M
NTV Asset Management LLC121,576
0.6% of portfolio›$6.2M
Agate Pass Investment Management, LLC120,888
2.2% of portfolio›$6.2M
Capital Investment Services of America, Inc.113,677
0.5% of portfolio›$5.8M
Prairie Advisory, LLC113,064
0.7% of portfolio›$5.8M
Pinkerton Wealth, LLC111,392
0.9% of portfolio›$5.7M
True Freedom Investing, LLC110,548
0.9% of portfolio›$5.7M
Outlook Wealth Advisors, LLC110,441
1.2% of portfolio›$5.7M
Union Bancaire Privee, UBP SA110,365
0.1% of portfolio›$5.6M
Axxcess Wealth Management, LLC108,569
0.2% of portfolio›$5.6M
Apella Capital, LLC108,175
0.1% of portfolio›$5.5M
Maia Wealth LLC105,409
0.7% of portfolio›$5.4M
KMG Fiduciary Partners, LLC105,327
0.5% of portfolio›$5.4M
Diversified Portfolios, Inc.102,614
0.4% of portfolio›$5.3M
Parsons Capital Management Inc101,300
0.2% of portfolio›$5.2M
Aventus Investment Advisors, Inc.100,911
3.8% of portfolio›$5.2M
Bigelow Investment Advisors, LLC100,313
1.8% of portfolio›$5.1M
Pines Wealth Management, LLC99,144
1.4% of portfolio›$5.1M
Crescent Grove Advisors, LLC98,882
0.4% of portfolio›$5.1M
L. Roy Papp & Associates, LLP97,128
0.5% of portfolio›$5.0M
YHB Investment Advisors, Inc.93,689
0.3% of portfolio›$4.8M
Gradient Capital Advisors, LLC93,438
1.1% of portfolio›$4.8M
Autumn Glory Partners, LLC93,126
1.3% of portfolio›$4.8M
Flagship Harbor Advisors, LLC90,306
0.2% of portfolio›$4.6M
Martin Capital Partners, LLC90,191
1.7% of portfolio›$4.6M
Wealth Forward, LLC88,688
2.1% of portfolio›$4.5M
CWA Asset Management Group, LLC88,130
0.1% of portfolio›$4.5M
Fire Capital Management LLC86,312
1.2% of portfolio›$4.4M
Bull Street Advisors, LLC84,359
0.0% of portfolio›$4.3K
Boltwood Capital Management82,882
1.0% of portfolio›$4.2M
Eley Financial Management, Inc82,865
1.4% of portfolio›$4.2M
Catalyst Capital Advisors LLC82,764
0.1% of portfolio›$4.2M
Welch & Forbes LLC81,254
0.0% of portfolio›$4.2M
Compass Planning Associates Inc80,666
2.2% of portfolio›$4.1M
Sowell Financial Services LLC80,433
0.1% of portfolio›$4.1M
Chesley Taft & Associates LLC80,238
0.2% of portfolio›$4.1M
Concurrent Investment Advisors, LLC80,118
0.0% of portfolio›$4.1M
DMC Group, LLC79,344
2.8% of portfolio›$4.1M
Juncture Wealth Strategies, LLC77,560
1.0% of portfolio›$4.0M
CoreCap Advisors, LLC77,453
0.1% of portfolio›$4.0M
1620 Investment Advisors, Inc.77,269
2.5% of portfolio›$4.0M
Wealth Enhancement Trust Services, Inc.77,222
0.4% of portfolio›$4.0M
Galvin, Gaustad & Stein, LLC75,647
0.3% of portfolio›$3.9M
Hourglass Capital, LLC75,300
0.8% of portfolio›$3.9M
Novem Group75,083
0.4% of portfolio›$3.8M
Princeton Global Asset Management LLC74,598
0.6% of portfolio›$3.8M
OAK Family Advisors, LLC74,509
1.0% of portfolio›$3.8M
Apollon Wealth Management, LLC74,115
0.0% of portfolio›$3.8M
Grey Ledge Advisors, LLC72,761
0.8% of portfolio›$3.7M
Ascent Group, LLC70,884
0.1% of portfolio›$3.6M
IVC Wealth Advisors LLC70,287
1.4% of portfolio›$3.6M
MGO One Seven LLC69,985
0.1% of portfolio›$3.6M
Eagle Global Advisors LLC68,565
0.1% of portfolio›$3.5M
Prospera Financial Services Inc66,620
0.0% of portfolio›$3.4M
Ifrah Financial Services, Inc.66,135
0.9% of portfolio›$3.4M
David Kennon Inc65,285
1.1% of portfolio›$3.3M
Steinberganna Wealth Management65,179
1.4% of portfolio›$3.3M
Howard Financial Services, Ltd.64,743
0.3% of portfolio›$3.3M
LaFleur & Godfrey LLC64,580
0.4% of portfolio›$3.3M
Integrated Advisors Network LLC64,387
0.2% of portfolio›$3.3M
Avidian Wealth Enterprises, LLC63,172
0.1% of portfolio›$3.2M
Kestra Private Wealth Services, LLC62,595
0.0% of portfolio›$3.2M
LightSquare Wealth Management, LLC61,724
2.1% of portfolio›$3.2M
Claro Advisors Inc.61,433
0.3% of portfolio›$3.1M
Israel Discount Bank of New York60,458
5.6% of portfolio›$3.1M
Citigroup Inc59,423
0.0% of portfolio›$3.0M
SevenBridge Financial Group, LLC59,285
0.5% of portfolio›$3.0M
Maseco LLP58,695
0.1% of portfolio›$3.0M
Curbstone Financial Management Corp57,290
0.5% of portfolio›$2.9M
Robertson Stephens Wealth Management, LLC57,138
0.1% of portfolio›$2.9M
BG Investment Services, LLC56,721
0.4% of portfolio›$2.9M
Balboa Wealth Partners56,661
0.4% of portfolio›$2.9M
Capital Investment Advisors, LLC56,370
0.0% of portfolio›$2.9M
E&G Advisors, LLC54,225
0.5% of portfolio›$2.8M
Duncker Streett & Co Inc53,946
0.5% of portfolio›$2.8M
TD Waterhouse Canada Inc.53,413
0.0% of portfolio›$2.7M
Buska Wealth Management, LLC52,767
0.9% of portfolio›$2.7M
Founders Grove Wealth Partners, LLC52,087
0.5% of portfolio›$2.7M
Aries Wealth Management49,369
0.5% of portfolio›$2.5M
Dodds Wealth, LLC47,760
0.6% of portfolio›$2.4M
Farther Finance Advisors, LLC47,402
0.0% of portfolio›$2.4M
Unified Investment Management46,841
2.1% of portfolio›$2.4M
Moneywise, Inc.46,817
2.3% of portfolio›$2.4M
Godsey & Gibb, Inc46,589
0.2% of portfolio›$2.4M
Wealthcare Advisory Partners LLC46,578
0.0% of portfolio›$2.4M
United Financial Planning Group LLC45,975
1.2% of portfolio›$2.4M
Sweeney & Michel, LLC45,748
0.6% of portfolio›$2.3M
Kingswood Wealth Advisors, LLC45,380
0.1% of portfolio›$2.3M
Bailard, Inc.43,126
0.0% of portfolio›$2.2M
Nordwand Advisors, LLC43,025
0.3% of portfolio›$2.2M
Bulwark Capital Corp42,423
1.1% of portfolio›$2.2M
Hennion & Walsh Asset Management, Inc.42,107
0.1% of portfolio›$2.2M
AlphaCore Capital LLC41,658
0.0% of portfolio›$2.1M
Sapient Capital LLC41,630
0.0% of portfolio›$2.1M
Blue Trust, Inc.41,052
0.0% of portfolio›$2.1M
Tuttle Capital Management, LLC40,810
0.9% of portfolio›$2.1M
D.A. Davidson & Co.40,697
0.0% of portfolio›$2.1M
Saxony Capital Management, LLC40,185
0.9% of portfolio›$2.1M
Shuttleworth & Co39,957
1.7% of portfolio›$2.0M
RW Investment Management LLC39,627
0.2% of portfolio›$2.0M
AmeriServ Wealth Advisors39,613
1.6% of portfolio›$2.0M
Courier Capital LLC39,588
0.1% of portfolio›$2.0M
Rose Capital Advisors LLC38,964
0.5% of portfolio›$2.0M
Cooksen Wealth, LLC37,495
1.2% of portfolio›$1.9M
RHS Financial, LLC36,916
0.6% of portfolio›$1.9M
Analyst IMS Investment Management Services Ltd.36,495
0.1% of portfolio›$1.9M
Steele Capital Management, Inc.36,310
0.1% of portfolio›$1.9M
Sheets Smith Wealth Management36,282
0.2% of portfolio›$1.9M
Solstein Capital, LLC36,035
0.6% of portfolio›$1.8M
Tilia Fiduciary Partners, Inc.35,979
0.8% of portfolio›$1.8M
Buckhead Capital Management LLC34,927
0.6% of portfolio›$1.8M
MidAtlantic Capital Management, Inc.34,791
1.1% of portfolio›$1.8M
Schmidt P J Investment Management Inc33,236
0.3% of portfolio›$1.7M
Plancorp, LLC33,150
0.0% of portfolio›$1.7M
MassMutual Private Wealth & Trust, FSB31,959
0.0% of portfolio›$1.6M
A. D. Beadell Investment Counsel, Inc.31,450
0.0% of portfolio›$1.6K
Ridgewood Investments LLC31,394
0.6% of portfolio›$1.6M
Perigon Wealth Management, LLC31,055
0.0% of portfolio›$1.6M
Y.D. More Investments Ltd30,596
0.0% of portfolio›$1.6M
Sage Advisory Services, Ltd.Co.30,274
0.8% of portfolio›$1.6M
Peoples Bank30,084
0.7% of portfolio›$1.5M
Madson Wealth Advisors Inc29,974
1.1% of portfolio›$1.5M
United Community Bank29,866
0.5% of portfolio›$1.5M
JGP Wealth Management, LLC29,564
0.1% of portfolio›$1.5M
Johnson Bixby & Associates, LLC29,353
0.2% of portfolio›$1.5M
AdvisorNet Financial, Inc29,313
0.1% of portfolio›$1.5M
Pinnacle Associates LTD28,960
0.0% of portfolio›$1.5M
Compass Ion Advisors, LLC28,857
0.1% of portfolio›$1.5M
Leo Wealth, LLC28,509
0.3% of portfolio›$1.5M
Nvwm, LLC28,333
0.3% of portfolio›$1.5M
Brookstone Capital Management28,246
0.0% of portfolio›$1.4M
SAX Wealth Advisors, LLC28,166
0.0% of portfolio›$1.4M
Washington Capital Management, Inc27,218
0.9% of portfolio›$1.4M
White Lighthouse Investment Management Inc.27,085
0.2% of portfolio›$1.4M
Pacific Park Financial, Inc.26,592
0.8% of portfolio›$1.4M
American National Bank of Texas26,387
1.2% of portfolio›$1.4M
Aprio Wealth Management, LLC26,313
0.1% of portfolio›$1.3M
Woodside Wealth Management LLC25,644
0.9% of portfolio›$1.3M
Focus Financial Network, Inc.24,838
0.0% of portfolio›$1.3M
Apex Wealth Management, LLC23,788
0.7% of portfolio›$1.2M
Forte Asset Management LLC23,675
0.5% of portfolio›$1.2M
Guidance Point Advisors, LLC23,348
0.3% of portfolio›$1.2M
Hunter Associates Investment Management LLC23,204
0.0% of portfolio›$1.2K
First International Bank of Israel Ltd.22,894
0.5% of portfolio›$1.2M
Advisor OS, LLC22,805
0.1% of portfolio›$1.2M
GC Wealth Management RIA, LLC22,225
0.1% of portfolio›$1.1M
Higgins & Schmidt Wealth Strategies LLC22,148
0.5% of portfolio›$1.1M
Calamos Wealth Management LLC22,064
0.0% of portfolio›$1.1M
Marathon Strategic Advisors, LLC21,491
0.6% of portfolio›$1.1M
Burke & Herbert Bank & Trust Co21,155
0.3% of portfolio›$1.1M
Titleist Asset Management, LLC21,152
0.1% of portfolio›$1.1M
Atria Investments, Inc20,859
0.0% of portfolio›$1.1M
Flagstar Securities, Inc20,859
0.3% of portfolio›$1.1M
Sima Wealth Partners, LLC20,617
0.7% of portfolio›$1.1M
American Institute for Advanced Investment Management, LLP20,612
0.6% of portfolio›$1.1M
Highline Wealth Partners LLC20,439
0.2% of portfolio›$1.0M
SWP Financial LLC20,402
0.5% of portfolio›$1.0M
Spire Wealth Management20,293
0.0% of portfolio›$1.0M
Weaver Consulting Group20,218
0.2% of portfolio›$1.0M
Midwest Trust Co19,977
0.0% of portfolio›$1.0M
Balefire, LLC19,957
0.2% of portfolio›$1.0M
Lido Advisors, LLC19,724
0.0% of portfolio›$1.0M
Powerhouse Assets LLC19,675
0.8% of portfolio›$1.0M
Bear Mountain Capital, Inc.19,495
0.3% of portfolio›$1.0M
Exchange Bank19,274
0.6% of portfolio›$987.4K
Independent Financial Group, LLC18,885
0.0% of portfolio›$967.5K
Cypress Capital Group18,495
0.1% of portfolio›$947.5K
Signaturefd, LLC18,310
0.0% of portfolio›$938.0K
Koshinski Asset Management, Inc.18,197
0.0% of portfolio›$932.2K
Triad Wealth Partners, LLC17,746
0.1% of portfolio›$909.1K
Sanchez Gaunt Capital Management, LLC17,649
0.5% of portfolio›$904.2K
Schuylkill Financial LLC17,609
0.9% of portfolio›$902.1K
IFS Advisors, LLC17,590
0.3% of portfolio›$901.1K
Strategy Asset Managers LLC17,585
0.1% of portfolio›$900.9K
Independent Solutions Wealth Management, LLC17,454
0.1% of portfolio›$894.2K
Wilmington Savings Fund Society, FSB17,438
0.0% of portfolio›$893.3K
Unify Financial Advisors17,264
0.8% of portfolio›$884.4K
Basso Capital Management, L.P.17,087
0.2% of portfolio›$875.4K
Fjell Capital, LLC17,056
0.5% of portfolio›$873.8K
Factor Wealth Management LTD17,009
0.1% of portfolio›$871.4K
Equita Financial Network, Inc.16,913
0.2% of portfolio›$866.5K
Stonekeep Investments, LLC16,853
0.5% of portfolio›$863.4K
Evergreen Capital Management LLC16,839
0.0% of portfolio›$862.7K
Brucke Financial, Inc.16,737
0.4% of portfolio›$857.4K
McAdam, LLC16,616
0.0% of portfolio›$851.3K
Kuhn & Co Investment Counsel16,600
0.5% of portfolio›$850.4K
Fiduciary Alliance LLC16,115
0.1% of portfolio›$825.6K
B. Riley Wealth Advisors, Inc.15,789
0.0% of portfolio›$808.9K
Great Diamond Partners, LLC15,712
0.1% of portfolio›$804.9K
Kanawha Capital Management LLC15,547
0.1% of portfolio›$796.5K
Strategic Advocates LLC15,545
3.1% of portfolio›$796.4K
SkyOak Wealth, LLC15,396
0.1% of portfolio›$788.7K
RFG Advisory, LLC15,313
0.0% of portfolio›$784.5K
Waters Parkerson & Co., LLC15,145
0.0% of portfolio›$775.9K
Heritage Investors Management Corp14,803
0.0% of portfolio›$758
Park Avenue Securities LLC14,802
0.0% of portfolio›$758
Pekin Hardy Strauss, Inc.14,490
0.1% of portfolio›$742.3K
Laurel Wealth Advisors LLC14,212
0.1% of portfolio›$728.1K
Lazari Capital Management, Inc.14,137
0.2% of portfolio›$724.2K
Sunburst Financial Group, LLC14,057
0.1% of portfolio›$720.1K
Beaumont Financial Advisors, LLC14,020
0.0% of portfolio›$718.2K
Fonville Wealth Management LLC13,898
0.1% of portfolio›$712.0K
Sage Financial Group Inc13,791
0.0% of portfolio›$706.5K
Lynx Capital Group LTD13,683
0.3% of portfolio›$701.0K
Verus Wealth Management, LLC13,590
0.4% of portfolio›$696.2K
Fort Washington Investment Advisors Inc13,560
0.0% of portfolio›$694.7K
Good Harbor Advisors, Inc.13,538
0.6% of portfolio›$693.6K
Helium Advisors LLC13,375
0.6% of portfolio›$685.2K
Avant Financial Advisors LLC13,021
0.4% of portfolio›$667.1K
McKinley Carter Wealth Services, Inc.12,961
0.0% of portfolio›$664.0K
Wynn Capital, LLC12,900
0.3% of portfolio›$660.9K
XY Planning Network, Inc.12,766
0.1% of portfolio›$654.0K
ARK & TLK Investments, LLC12,685
0.2% of portfolio›$649.8K
Cardinal Capital Management12,676
0.1% of portfolio›$649.4K
Union Savings Bank12,566
0.3% of portfolio›$643.6K
Curtis Advisory Group, LLC12,560
0.1% of portfolio›$643.4K
Meitav Investment House LTD12,345
0.0% of portfolio›$632.4K
Eastern Bank12,068
0.0% of portfolio›$618.2K
EverSource Wealth Advisors, LLC12,014
0.0% of portfolio›$615.5K
Sagespring Wealth Partners, LLC11,880
0.0% of portfolio›$608.6K
Strategic Blueprint, LLC11,826
0.0% of portfolio›$605.8K
Verdence Capital Advisors LLC11,744
0.0% of portfolio›$601.6K
First United Bank & Trust11,592
0.2% of portfolio›$593.9K
Enclave Advisors LLC11,462
0.1% of portfolio›$587.2K
GreatBanc Trust Co11,342
0.3% of portfolio›$581.1K
Wingate Wealth Advisors, Inc.11,282
0.2% of portfolio›$578.0K
Beacon Financial Group11,261
0.1% of portfolio›$576.9K
Winebrenner Capital Management LLC11,111
0.4% of portfolio›$569.2K
Perryman Financial Advisory Inc11,063
0.1% of portfolio›$566.8K
First Bank & Trust10,994
0.1% of portfolio›$563.2K
Grove Bank & Trust10,914
0.1% of portfolio›$559.1K
HB Wealth Management, LLC10,673
0.0% of portfolio›$546.8K
Value Investment Professionals, LLC10,663
0.5% of portfolio›$546.2K
Brighton Jones LLC10,650
0.0% of portfolio›$545.6K
Signature Estate & Investment Advisors LLC10,636
0.0% of portfolio›$544.9K
Councilor Wealth, LLC10,106
0.2% of portfolio›$517.8K
Forteris Wealth Management Inc.10,072
0.4% of portfolio›$516.0K
HUB Investment Partners, LLC10,062
0.0% of portfolio›$515.5K
Compagnie Lombard Odier SCmA10,037
0.0% of portfolio›$514.2K
Bank Julius Baer & Co. Ltd, Zurich9,845
0.0% of portfolio›$504.4K
1900 Wealth Management LLC9,819
0.0% of portfolio›$503.0K
Glenview Trust Co9,783
0.0% of portfolio›$501.2K
MFA Wealth Advisors, LLC9,766
0.1% of portfolio›$500.3K
Lanark Financial, Inc.9,765
0.0% of portfolio›$500.3K
WBH Advisory Inc9,689
0.0% of portfolio›$496.4K
Laurel OAK Wealth Management, LLC9,670
0.1% of portfolio›$495.4K
Seed Wealth Management, Inc.9,590
0.3% of portfolio›$491.3K
Eagle Harbor Asset Management Inc9,528
0.4% of portfolio›$488.1K
Wedbush Securities Inc9,497
0.0% of portfolio›$487
Wealth Advisory Solutions, LLC9,486
0.1% of portfolio›$486.0K
FF Advisors,LLC9,438
0.2% of portfolio›$483.5K
Cyndeo Wealth Partners, LLC9,324
0.0% of portfolio›$477.7K
Asset Allocation & Management Company, LLC9,139
0.0% of portfolio›$468
CGN Advisors LLC9,100
0.0% of portfolio›$466.2K
Elm3 Financial Group, LLC9,035
0.3% of portfolio›$462.9K
Bryn Mawr Trust Advisors, LLC9,017
0.0% of portfolio›$461.9K
Cullen T Bankers, Inc.9,000
0.0% of portfolio›$461.1K
PKS Advisory Services, LLC8,938
0.1% of portfolio›$468.4K
Golden State Wealth Management, LLC8,812
0.0% of portfolio›$451.4K
Acorn Wealth Advisors, LLC8,656
0.1% of portfolio›$443.4K
BankPlus Wealth Management LLC8,536
0.2% of portfolio›$437.3K
Successful Portfolios LLC8,466
0.2% of portfolio›$432.8K
Roger Wittlin Investment Advisory, LLC8,431
0.3% of portfolio›$431.9K
WealthBridge Capital Management, LLC8,402
0.1% of portfolio›$430.4K
Citizens Financial Group Inc8,332
0.0% of portfolio›$426.9K
Rockwood Wealth Management, LLC8,329
0.0% of portfolio›$426.7K
Capital Advisors Wealth Management, LLC8,326
0.0% of portfolio›$426.6K
4J Wealth Management LLC8,269
0.2% of portfolio›$423.6K
Legacy Bridge, LLC8,247
0.1% of portfolio›$422.5K
Wesbanco Bank Inc8,201
0.0% of portfolio›$420.1K
Lewis Asset Management, LLC8,192
0.1% of portfolio›$419.7K
First Community Trust NA8,114
0.1% of portfolio›$415.7K
Elyxium Wealth, LLC7,914
0.0% of portfolio›$405.4K
Tcfg Investment Advisors, LLC7,867
0.1% of portfolio›$403.0K
Financial Solutions Advisory Group, Inc.7,770
0.1% of portfolio›$399.4K
Matthew Goff Investment Advisor, LLC7,647
0.1% of portfolio›$391.8K
Pacific Excel Wealth Advisors, Inc.7,601
0.4% of portfolio›$389.4K
Evolution Wealth Management Inc.7,528
0.2% of portfolio›$385.7K
Truefg, LLC7,376
0.1% of portfolio›$377.9K
GEN Financial Management, Inc.7,363
0.2% of portfolio›$377.2K
Clear Creek Financial Management, LLC7,361
0.0% of portfolio›$377.1K
Aegis Wealth Management, Inc.7,254
0.2% of portfolio›$371.6K
Cherry Tree Wealth Management, LLC7,187
0.1% of portfolio›$368.2K
Oath Planning, LLC7,179
0.2% of portfolio›$367.8K
Tableaux LLC7,145
0.1% of portfolio›$366.1K
LVW Advisors, LLC6,832
0.0% of portfolio›$350.0K
Downshift Financial, LLC6,791
0.1% of portfolio›$347.9K
Seamount Financial Group Inc6,745
0.1% of portfolio›$345.5K
Obermeyer Wealth Partners6,682
0.0% of portfolio›$342.3K
Aspiriant, LLC6,678
0.0% of portfolio›$342.1K
Rede Wealth, LLC6,672
0.1% of portfolio›$341.8K
RMR Wealth Builders6,660
0.0% of portfolio›$341.2K
Patten Group, Inc.6,657
0.1% of portfolio›$341.0K
BlueChip Wealth Advisors LLC6,640
0.1% of portfolio›$340.2K
Pension & Wealth Management Advisors, Inc.6,628
0.1% of portfolio›$339.6K
Tandem Investment Partners LLC6,576
0.3% of portfolio›$336.9K
Level Wealth Management LLC6,529
0.1% of portfolio›$334.5K
Destiny Capital Corp6,491
0.2% of portfolio›$332.5K
Hoxton Planning & Management, LLC6,455
0.1% of portfolio›$330.7K
Value Partners Investments Inc.6,333
0.0% of portfolio›$325.4K
Edgemoor Investment Advisors, Inc.6,223
0.0% of portfolio›$318.8K
Paragon Capital Management Ltd6,140
0.1% of portfolio›$314.6K
Ascentis Independent Advisors6,099
0.0% of portfolio›$312.4K
Valeo Financial Advisors, LLC6,073
0.0% of portfolio›$311.1K
Woodward Diversified Capital, LLC6,063
0.1% of portfolio›$310.6K
Plimoth Trust Co LLC5,877
0.1% of portfolio›$301.1K
Grimes & Co Wealth Management, LLC5,867
0.0% of portfolio›$300.6K
Crescent Sterling, Ltd.5,823
0.2% of portfolio›$298.3K
Breakwater Capital Group5,815
0.0% of portfolio›$297.9K
Intergy Private Wealth, LLC5,643
0.1% of portfolio›$289.1K
Insight Wealth Partners, LLC5,629
0.0% of portfolio›$288.4K
Evanson Financial, LLC5,603
0.0% of portfolio›$287.0K
Patriot Financial Group Insurance Agency, LLC5,585
0.0% of portfolio›$286.1K
Orca Wealth Management, LLC5,562
0.2% of portfolio›$285.0K
Americana Partners, LLC5,429
0.0% of portfolio›$278.1K
Hohimer Wealth Management, LLC5,412
0.0% of portfolio›$277.3K
Bayshore Capital Advisors, LLC5,361
0.1% of portfolio›$274.6K
RFG - Bristol Wealth Advisors, LLC5,279
0.1% of portfolio›$270.4K
Tanager Wealth Management LLP5,230
0.0% of portfolio›$267.9K
C2c Wealth Management, LLC5,202
0.2% of portfolio›$266.5K
Richardson Capital Management LLC5,080
0.1% of portfolio›$260.2K
Winthrop Advisory Group LLC5,016
0.0% of portfolio›$257.0K
KPP Advisory Services LLC4,955
0.0% of portfolio›$253.9K
Daymark Wealth Partners, LLC4,953
0.0% of portfolio›$253.8K
Caliber Wealth Management, LLC / KS4,924
0.0% of portfolio›$252.3K
Pinnacle Wealth Planning Services, Inc.4,905
0.0% of portfolio›$251.3K
Townsend & Associates, Inc4,895
0.0% of portfolio›$251.6K
Lynx Investment Advisory4,875
0.1% of portfolio›$249.7K
Stevens Capital Partners4,850
0.0% of portfolio›$248.5K
Glass Jacobson Investment Advisors llc4,842
0.1% of portfolio›$248.0K
Grey Fox Wealth Advisors, LLC4,840
0.0% of portfolio›$248.0K
Pinnacle Wealth Management Advisory Group, LLC4,825
0.0% of portfolio›$247.2K
Csenge Advisory Group4,814
0.0% of portfolio›$246.6K
Ninety One UK Ltd4,770
0.0% of portfolio›$244.4K
PFG Private Wealth Management, LLC4,761
0.1% of portfolio›$243.9K
Asset Management One Co., Ltd.4,674
0.0% of portfolio›$239.4K
eCIO, Inc.4,666
0.1% of portfolio›$238.8K
Concord Wealth Partners4,664
0.0% of portfolio›$238.9K
Miller Global Investments, LLC4,632
0.2% of portfolio›$237.3K
Summit Wealth Group LLC / Co4,595
0.0% of portfolio›$235.4K
J. L. Bainbridge & Co., Inc.4,590
0.0% of portfolio›$235.1K
Atlantic Edge Private Wealth Management, LLC4,585
0.0% of portfolio›$234.9K
Peddock Capital Advisors, LLC4,547
0.0% of portfolio›$232.9K
Wedmont Private Capital4,466
0.0% of portfolio›$228.9K
Clearwave Capital, LLC4,418
0.1% of portfolio›$226.3K
Piscataqua Savings Bank4,383
0.2% of portfolio›$224.5K
NovaPoint Capital, LLC4,362
0.0% of portfolio›$223.5K
Relyea Zuckerberg Hanson LLC4,317
0.0% of portfolio›$221.2K
Ignite Planners, LLC4,314
0.0% of portfolio›$221.0K
Endowment Wealth Management, Inc.4,301
0.1% of portfolio›$220.3K
Accelerate Investment Advisors LLC4,278
0.1% of portfolio›$219.2K
SimpliFi, Inc.4,265
0.1% of portfolio›$218.5K
Portland Financial Advisors Inc4,253
0.4% of portfolio›$217.9K
Navigoe, LLC4,249
0.1% of portfolio›$217.0K
Echo45 Advisors LLC4,237
0.1% of portfolio›$217.1K
Platform Technology Partners4,184
0.0% of portfolio›$214.3K
StoneX Group Inc.4,064
0.0% of portfolio›$210.4K
Ipswich Investment Management Co., Inc.4,000
0.0% of portfolio›$204.9K
Beese Fulmer Investment Management, Inc.4,000
0.0% of portfolio›$204.9K
Integrated Capital Management, LLC3,996
0.1% of portfolio›$204.7K
Premier Path Wealth Partners, LLC3,975
0.0% of portfolio›$203.6K
SBI Securities Co., Ltd.3,967
0.0% of portfolio›$203.2K
Martin Capital Advisors, LLP3,960
0.1% of portfolio›$202.9K
Signature Equity Partners, LLC3,782
0.1% of portfolio›$193.7K
Provenance Wealth Advisors, LLC3,366
0.0% of portfolio›$172.4K
Root Financial Partners, LLC3,206
0.0% of portfolio›$164.2K
Balance Wealth Partners LLC2,862
0.0% of portfolio›$146.6K
Key Capital Management, Inc2,655
0.0% of portfolio›$136.0K
Guardian Partners Inc.2,600
0.0% of portfolio›$133.2K
Mather Group, Llc.2,578
0.0% of portfolio›$132.1K
EPG Wealth Management LLC2,243
0.0% of portfolio›$114.9K
Bfsg, LLC2,235
0.0% of portfolio›$114.5K
Cape Investment Advisory, Inc.2,075
0.0% of portfolio›$106.3K
Main Street Group, LTD2,000
0.0% of portfolio›$102.5K
Pinnacle Bancorp, Inc.1,974
0.0% of portfolio›$101.1K
Acropolis Investment Management, LLC1,965
0.0% of portfolio›$100.7K
Mascoma Wealth Management LLC1,916
0.0% of portfolio›$98.2K
Parkside Financial Bank & Trust1,902
0.0% of portfolio›$97.4K
Beacon Investment Advisory Services, Inc.1,800
0.0% of portfolio›$92.2K
Alpine Bank Wealth Management1,720
0.0% of portfolio›$88.1K
Nfsg Corp1,700
0.0% of portfolio›$87.1K
AlphaCentric Advisors LLC1,558
0.1% of portfolio›$79.8K
Elevate Wealth Advisory, Inc1,534
0.0% of portfolio›$78.6K
Abound Wealth Management1,506
0.0% of portfolio›$77.1K
First Horizon Corp1,480
0.0% of portfolio›$75.8K
Tompkins Financial Corp1,473
0.0% of portfolio›$75.5K
Financial Perspectives, Inc1,289
0.0% of portfolio›$66.1K
Loring Wolcott & Coolidge Fiduciary Advisors LLP1,271
0.0% of portfolio›$65.1K
Valley Wealth Managers, Inc.1,262
0.0% of portfolio›$64.7K
Security National Bank1,245
0.0% of portfolio›$63.8K
BankChampaign, National Association1,234
0.1% of portfolio›$63.2K
Private Trust Co NA1,206
0.0% of portfolio›$61.8K
Hyposwiss Advisors SA1,198
0.1% of portfolio›$61.4K
Thompson Investment Management, Inc.1,111
0.0% of portfolio›$56.9K
McCarley & Cook Financial Planners1,059
0.0% of portfolio›$54.3K
Birch Financial Group, LLC1,034
0.0% of portfolio›$53.0K
Bell Investment Advisors, Inc1,034
0.0% of portfolio›$53.0K
First Premier Bank1,003
0.0% of portfolio›$51
GK Wealth Management LLC1,000
0.0% of portfolio›$51.2K
Heritage Family Offices, LLP970
0.0% of portfolio›$49.7K
Kelleher Financial Advisors960
0.0% of portfolio›$49.2K
Pittenger & Anderson Inc888
0.0% of portfolio›$45.5K
Independence Bank of Kentucky864
0.0% of portfolio›$44.3K
Trust Co of Vermont834
0.0% of portfolio›$42.7K
Rossmore Private Capital834
0.0% of portfolio›$42.7K
Kennebec Savings Bank809
0.0% of portfolio›$41.4K
Barrett & Company, Inc.800
0.0% of portfolio›$41.0K
Bank of New Hampshire753
0.0% of portfolio›$38.6K
Holos Integrated Wealth LLC720
0.0% of portfolio›$36.9K
Armor Investment Advisors, LLC571
0.0% of portfolio›$29.3K
James T. Borello RIA529
0.0% of portfolio›$27.1K
PFS Partners, LLC513
0.0% of portfolio›$26.3K
High Note Wealth, LLC512
0.0% of portfolio›$26.3K
Nova Financial LLC504
0.0% of portfolio›$25.8K
City Holding Co490
0.0% of portfolio›$25.1K
Granite Investment Partners, LLC476
0.0% of portfolio›$24.4K
Indiana Trust & Investment Management Co461
0.0% of portfolio›$23.6K
Buck Wealth Strategies, LLC454
0.0% of portfolio›$23.3K
Brown, Lisle Ings, Inc.450
0.0% of portfolio›$23.1K
Physician Wealth Advisors, Inc.430
0.0% of portfolio›$22.0K
Birchwood Financial Partners, Inc.427
0.0% of portfolio›$21.9K
Asset Dedication, LLC371
0.0% of portfolio›$19.0K
Harbor Investment Advisory, LLC350
0.0% of portfolio›$17.9K
Trust Co of Toledo NA350
0.0% of portfolio›$17.9K
CKW Financial Group337
0.0% of portfolio›$17
Planning Strategies Inc.329
0.0% of portfolio›$16.9K
Jcic Asset Management Inc.320
0.0% of portfolio›$16.4K
Axiom Investment Management LLC320
0.0% of portfolio›$16.4K
Richardson Financial Services Inc.319
0.0% of portfolio›$16.3K
SRH Advisors, LLC300
0.0% of portfolio›$15.4K
MTM Investment Management, LLC300
0.0% of portfolio›$15.4K
Montag A & Associates Inc269
0.0% of portfolio›$13.8K
Triumph Capital Management255
0.0% of portfolio›$13.1K
Southern Michigan Bank & Trust200
0.0% of portfolio›$10.2K
Tsfg, LLC198
0.0% of portfolio›$10
Gilpin Wealth Management, LLC178
0.0% of portfolio›$9.1K
Register Financial Advisors LLC163
0.0% of portfolio›$8.4K
Blueline Advisors LLC160
0.0% of portfolio›$8.2K
Harbor Asset Planning, Inc.160
0.0% of portfolio›$8.2K
Adkins Seale Capital Management LLC157
0.0% of portfolio›$8.0K
Latitude Advisors, LLC117
0.0% of portfolio›$6.0K
Kingdom Financial Group Llc.110
0.0% of portfolio›$5.6K
Salomon & Ludwin, LLC100
0.0% of portfolio›$5.1K
Syntax Research, Inc.99
0.0% of portfolio›$5.1K
Jnba Financial Advisors95
0.0% of portfolio›$4.9K
Gamma Investing LLC82
0.0% of portfolio›$4.2K
Capital Advisors, Ltd. LLC80
0.0% of portfolio›$4
Capital Investment Advisory Services, LLC77
0.0% of portfolio›$3.9K
Quest 10 Wealth Builders, Inc.61
0.0% of portfolio›$3.1K
Balentine LLC60
0.0% of portfolio›$3.1K
Olistico Wealth, LLC57
0.0% of portfolio›$2.9K
Beacon Capital Management, Inc.54
0.0% of portfolio›$2.8K
JFS Wealth Advisors, LLC51
0.0% of portfolio›$2.6K
Tounjian Advisory Partners, LLC48
0.0% of portfolio›$2.5K
Community Financial Services Group, LLC45
0.0% of portfolio›$2.3K
Barnes Dennig Private Wealth Management LLC45
0.0% of portfolio›$2.3K
Rosenberg Matthew Hamilton37
0.0% of portfolio›$1.9K
Nvest Wealth Strategies, Inc.28
0.0% of portfolio›$1.4K
Sofi Wealth, LLC27
0.0% of portfolio›$1.4K
Sunrise Financial Services, LLC23
0.0% of portfolio›$1.2K
Avion Wealth22
0.0% of portfolio›$1
Armstrong Advisory Group, Inc22
0.0% of portfolio›$1.1K
Allspring Global Investments Holdings, LLC7
0.0% of portfolio›$358
Ashton Thomas Private Wealth, LLC7
0.0% of portfolio›$359
Elevated Capital Advisors, LLC3
0.0% of portfolio›$154
POM Investment Strategies, LLC2
0.0% of portfolio›$87
Central Bank of Brazil0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Matson Money. Inc.
16,137,609$826.7M23.1%ETFVery LowMason, OH2026-10-23
Barings LLC
6,840,027$350.4M6.0%ETFLowCharlotte, NC2026-10-22
Assetmark, Inc
3,315,556$169.9M0.3%ETFLowConcord, CA2026-10-21
Commonwealth Equity Services, LLC
2,726,843$139.7M0.2%ETFLowWaltham, MA2026-11-02
Keybank National Association
2,240,399$114.8M0.4%CoreLowBrooklyn, OH2026-11-04
Parkside Investments, LLC
1,887,573$96.7M11.0%ETFLowDeerfield, IL2026-10-20
Truist Financial Corp
1,884,209$96.5M0.1%CoreLowCharlotte, NC2026-10-30
Busey Bank
1,833,587$93.9M2.3%GrowthVery LowUrbana, IL2026-10-26
Maryland Capital Advisors Inc.
1,495,178$76.6M24.0%ETFVery LowChester, MD2026-10-15
Greenwood Gearhart LLC
1,273,954$65.3M3.0%ETFLowFayetteville, AR2026-11-02
Parallel Advisors, LLC
1,177,870$60.3M0.8%IndexLowSan Francisco, CA2026-11-03
TD Private Client Wealth LLC
1,146,158$58.7M1.1%ETFLowNew York, NY2026-10-28
Bangor Savings Bank
911,775$46.7M3.6%ETFLowBangor, ME2026-10-06
Cutler Investment Counsel LLC
902,882$46.3M4.4%CoreLowJacksonville, OR2026-10-28
Wealth Enhancement Advisory Services, LLC
898,755$46.1M0.1%CoreLowPlymouth, MN2026-10-13
PDS Planning, Inc
850,960$43.6M2.5%IndexVery LowDublin, OH2026-11-03
Stockman Wealth Management, Inc.
806,893$41.3M4.3%CoreLowBillings, MT2026-10-27
Sumitomo Mitsui Trust Group, Inc.
803,000$41.1M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
IFP Advisors, Inc
750,214$38.4M0.7%GrowthLowTampa, FL2026-10-16
Schaeffer Financial LLC
688,312$35.3M26.9%ETFLowRockville, MD2026-10-23
Chicago Partners Investment Group LLC
606,260$31.2M0.6%GARPLowChicago, IL2026-10-27
Kestra Advisory Services, LLC
568,466$29.1M0.1%CoreLowAustin, TX2026-11-02
Prime Capital Investment Advisors, LLC
563,527$28.9M0.3%ETFLowOverland Park, KS2026-10-20
Arkansas Financial Group, Inc.
554,975$28.4M3.8%ETFVery LowLittle Rock, AR2026-10-26
DT Investment Partners, LLC
540,971$27.7M2.0%ETFVery LowChadds Ford, PA2026-10-27
Creative Planning
538,236$27.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Klaas Financial Asset Advisors, LLC
533,038$27.3M3.4%ETFVery LowLoves Park, IL2026-10-19
Bernardo Wealth Planning LLC
529,134$27.1M2.3%ETFVery LowHarleysville, PA2026-10-23
Members Capital Advisors Inc
500,000$25.6M22.3%ETFLowMadison, WI2026-10-26
Blue Fin Capital, Inc.
491,512$25.2M3.4%GrowthVery LowWarren, RI2026-10-28
Courage Miller Partners, LLC
477,755$24.5M6.5%ETFVery LowNorfolk, VA2026-10-21
Arch Capital Group Ltd.
469,378$24.0M8.3%ETFN/APembroke, Denmark2026-11-04
Compass Wealth Management, LLC
466,355$23.9M9.4%ETFMediumAtlanta, GA2026-10-30
BAR Harbor Wealth Management
452,983$23.2M1.3%CoreLowConcord, NH2026-10-21
Ameliora Wealth Management Ltd.
415,518$21.3M6.1%ETFLowZurich, Switzerland2026-10-23
JBGlobal.com LLC
414,710$21.2M18.8%ETFMediumNew York, NY2026-10-13
Presilium Private Wealth, LLC
408,621$20.9M3.1%ETFVery LowRadnor, PA2026-10-26
Black Diamond Financial, LLC
408,561$20.9M1.8%ETFVery LowTowson, MD2026-10-26
Cambridge Investment Research Advisors, Inc.
398,937$20.4K0.0%ETFLowFairfield, IA2026-11-02
Equitable Trust Co
394,910$20.2M0.9%CoreLowNashville, TN2026-10-13
Discipline Wealth Solutions, LLC
391,100$20.0M1.7%ETFLowGreenville, SC2026-10-14
Davenport & Co LLC
375,075$19.2M0.1%CoreMediumRichmond, VA2026-10-14
Elevate Capital Advisors, LLC
372,826$19.1M11.0%ValueHighEagle, CO2026-11-02
Amtrust Financial Services, Inc.
367,800$18.8M5.5%ETFVery LowNew York, NY2026-10-19
First Citizens Bank & Trust Co
364,764$18.7M0.3%CoreMediumRaleigh, NC2026-10-14
Atwood & Palmer Inc
363,385$18.6M1.0%CoreVery LowKansas City, MO2026-10-08
Kwmg, LLC
343,771$17.6M1.3%ETFVery LowOverland Park, KS2026-10-07
Prosperity Planning, Inc.
341,590$17.5M3.9%ETFVery LowNorth Kansas City, MO2026-10-09
Able Financial Group, LLC
329,635$16.9M2.6%ETFLowScottsdale, AZ2026-10-14
Stephens Group Asset Management, LLC
327,286$16.8M1.0%ETFVery LowLittle Rock, AR2026-10-09
Lodestar Private Asset Management LLC
324,149$16.6M1.4%ETFLowAlamo, CA2026-10-26
Gemmer Asset Management LLC
320,090$16.4M1.1%ETFLowWalnut Creek, CA2026-10-16
Paulson Wealth Management Inc.
313,908$16.1M3.3%ETFLowWest Palm Beach, FL2026-11-02
Caldwell Trust Co
310,826$15.9M1.3%GrowthLowVenice, FL2026-10-30
North Dakota State Investment Board
297,278$15.2M0.6%GrowthMediumBismarck, ND2026-10-27
Choreo, LLC
280,066$14.3M0.1%IndexLowRockford, IL2026-10-28
Investment Partners, Ltd.
279,420$14.3M2.2%ETFVery LowNew Philadelphia, OH2026-10-29
Sigma Planning Corp
270,533$13.9M0.4%GrowthMediumAnn Arbor, MI2026-10-23
Ticino Wealth
262,488$13.4M4.2%GARPMediumMission Viejo, CA2026-10-13
Tctc Holdings, LLC
257,377$13.2M0.3%ValueVery LowDallas, TX2026-11-02
Affinity Wealth LLC
257,135$13.2M7.0%ETFHighCanton, OH2026-11-03
Smith Salley Wealth Management
246,683$12.6M0.5%GrowthLowGreensboro, NC2026-11-03
Vertex Investment Solutions Co., Ltd.
238,200$12.2M8.9%ETFN/AChiyoda-Ku, Mexico2026-10-19
NBT Bank, N.A.
237,962$12.2M0.8%CoreLowNorwich, NY2026-10-21
Goelzer Investment Management, Inc.
237,155$12.1M0.5%GrowthLowCarmel, IN2026-10-16
BlueSky Wealth Advisors, LLC
235,917$12.1M1.4%ETFMediumNew Bern, NC2026-10-29
Ballentine Capital Advisors, Inc
228,014$11.7M4.4%ETFVery LowGreenville, SC2026-10-14
Sterling Manor Financial, LLC
218,372$11.2M6.5%ETFLowSaratoga Springs, NY2026-10-21
Patriot Investment Management Group, Inc.
214,223$11.0M0.6%ETFVery LowKnoxville, TN2026-10-15
Avior Wealth Management, LLC
207,633$10.6M0.3%ETFMediumOmaha, NE2026-10-13
Secure Asset Management, LLC
204,636$10.5M1.4%GrowthMediumTroy, MI2026-10-19
Powers Advisory Group, LLC
198,421$10.2M3.1%ETFVery LowHighland, IL2026-10-14
Kroeger Financial Partners
197,252$10.1M10.0%ETFN/AGrass Valley, CA2026-10-19
Wealthstar Advisors, LLC
195,590$10.0M2.8%ETFMediumPlano, TX2026-10-19
James Investment Research, Inc.
194,022$9.9M1.1%CoreLowAlpha, OH2026-10-22
M Holdings Securities, Inc.
190,757$9.8M4.0%ETFHighPortland, OR2026-11-03
Burns J W & Co Inc
188,960$9.7M1.0%GrowthVery LowDewitt, NY2026-10-20
Artesa Financial Group, LLC
188,932$9.7M7.8%ETFLowConroe, TX2026-10-29
Semitam Bonam LLC
167,048$8.6M6.0%ETFVery LowGoshen, NY2026-10-27
Clear Retirement Advice LLC
162,569$8.3M5.6%ETFVery LowSan Mateo, CA2026-10-22
SeaBridge Investment Advisors LLC
162,565$8.3M1.1%GrowthMediumSummit, NJ2026-11-02
Kelsey Financial, LLC
158,260$8.1M6.5%ETFLowMoorpark, CA2026-10-28
Woodmont Investment Counsel LLC
149,998$7.7M0.4%GARPVery LowNashville, TN2026-10-29
Oppenheimer & Co Inc
147,628$7.6M0.1%CoreLowNew York, NY2026-10-26
Mendota Financial Group, LLC
147,531$7.6M4.7%ETFLowMadison, WI2026-10-07
Mirae Asset Global Investments Co., Ltd.
147,000$7.5M0.0%GrowthLowSeoul, Malaysia2026-11-03
Heck Capital Advisors, LLC
145,918$7.5M0.4%ETFMediumRhinelander, WI2026-10-14
Dynamic Advisor Solutions LLC
144,121$7.4M0.2%ETFLowPhoenix, AZ2026-10-13
Shore Point Advisors, LLC
143,054$6.7M2.1%ETFLowBrielle, NJ2026-10-14
Retirement Planning Group, LLC
142,249$7.3M0.2%ETFVery LowLeawood, KS2026-10-19
Procyon Advisors, LLC
135,139$6.9M0.3%CoreVery LowShelton, CT2026-10-21
Crestwood Advisors Group, LLC
134,778$6.9M0.1%GrowthLowBoston, MA2026-10-27
Capital Investment Counsel, LLC
134,722$6.9M0.9%CoreLowDenver, CO2026-10-14
Resonant Capital Advisors, LLC
132,750$6.8M0.3%ETFLowMadison, WI2026-10-15
Vise Technologies, Inc.
132,188$6.8M0.1%IndexLowNew York, NY2026-10-29
Diversify Advisory Services, LLC
129,218$6.6M0.1%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
129,218$6.6M0.1%GrowthMediumSandy, UT2026-10-20
PW Nova Financial Services LLC
128,389$6.6M1.3%ETFLowNewtown, PA2026-10-15
Oppenheimer Asset Management Inc.
126,144$6.5M0.1%CoreMediumNew York, NY2026-10-27
Eubel Brady & Suttman Asset Management Inc
125,301$6.4M1.7%Deep ValueMediumMiamisburg, OH2026-11-04
NTV Asset Management LLC
121,576$6.2M0.6%GrowthLowCharleston, WV2026-10-23
Agate Pass Investment Management, LLC
120,888$6.2M2.2%CoreLowBainbridge Island, WA2026-10-20
Capital Investment Services of America, Inc.
113,677$5.8M0.5%GrowthLowMilwaukee, WI2026-11-02
Prairie Advisory, LLC
113,064$5.8M0.7%ETFN/ALeawood, KS2026-10-19
Pinkerton Wealth, LLC
111,392$5.7M0.9%CoreHighCoeur D Alene, ID2026-10-29
True Freedom Investing, LLC
110,548$5.7M0.9%CoreHighCoeur D'Alene, ID2026-10-29
Outlook Wealth Advisors, LLC
110,441$5.7M1.2%ETFMediumShenandoah, TX2026-10-28
Union Bancaire Privee, UBP SA
110,365$5.6M0.1%GrowthMediumGeneva 1, Switzerland2026-11-04
Axxcess Wealth Management, LLC
108,569$5.6M0.2%CoreLowCarlsbad, CA2026-10-21
Apella Capital, LLC
108,175$5.5M0.1%ETFVery LowWest Hartford, CT2026-10-08
Maia Wealth LLC
105,409$5.4M0.7%ETFMediumDenver, CO2026-10-19
KMG Fiduciary Partners, LLC
105,327$5.4M0.5%GrowthLowToledo, OH2026-10-14
Diversified Portfolios, Inc.
102,614$5.3M0.4%ETFLowBloomfield Hills, MI2026-11-04
Parsons Capital Management Inc
101,300$5.2M0.2%CoreLowProvidence, RI2026-10-28
Aventus Investment Advisors, Inc.
100,911$5.2M3.8%ETFLowNaples, FL2026-10-09
Bigelow Investment Advisors, LLC
100,313$5.1M1.8%ETFLowPortland, ME2026-10-13
Pines Wealth Management, LLC
99,144$5.1M1.4%GrowthLowSouthern Pines, NC2026-10-21
Crescent Grove Advisors, LLC
98,882$5.1M0.4%ETFLowLake Forest, IL2026-10-21
L. Roy Papp & Associates, LLP
97,128$5.0M0.5%CoreVery LowPhoenix, AZ2026-10-21
YHB Investment Advisors, Inc.
93,689$4.8M0.3%GrowthLowWest Hartford, CT2026-10-08
Gradient Capital Advisors, LLC
93,438$4.8M1.1%ETFLowSan Diego, CA2026-10-21
Autumn Glory Partners, LLC
93,126$4.8M1.3%CoreMediumDallas, TX2026-10-26
Flagship Harbor Advisors, LLC
90,306$4.6M0.2%ETFMediumBoston, MA2026-10-26
Martin Capital Partners, LLC
90,191$4.6M1.7%YieldLowEugene, OR2026-10-07
Wealth Forward, LLC
88,688$4.5M2.1%ETFMediumFargo, ND2026-10-14
CWA Asset Management Group, LLC
88,130$4.5M0.1%CoreMediumNaples, FL2026-10-19
Fire Capital Management LLC
86,312$4.4M1.2%GrowthLowSan Francisco, CA2026-10-27
Bull Street Advisors, LLC
84,359$4.3K0.0%CoreVery LowSavannah, GA2026-10-20
Boltwood Capital Management
82,882$4.2M1.0%ETFVery LowWalnut Creek, CA2026-10-02
Eley Financial Management, Inc
82,865$4.2M1.4%ETFVery LowSouth Burlington, VT2026-11-03
Catalyst Capital Advisors LLC
82,764$4.2M0.1%ETFVery LowSan Juan, PR2026-11-02
Welch & Forbes LLC
81,254$4.2M0.0%CoreVery LowBoston, MA2026-11-04
Compass Planning Associates Inc
80,666$4.1M2.2%ETFVery LowGreenfield, MA2026-10-13
Sowell Financial Services LLC
80,433$4.1M0.1%CoreLowNorth Little Rock, AR2026-10-23
Chesley Taft & Associates LLC
80,238$4.1M0.2%CoreLowChicago, IL2026-10-13
Concurrent Investment Advisors, LLC
80,118$4.1M0.0%GrowthMediumTampa, FL2026-10-16
DMC Group, LLC
79,344$4.1M2.8%CoreMediumBirmingham, AL2026-10-26
Juncture Wealth Strategies, LLC
77,560$4.0M1.0%ETFLowScottsdale, AZ2026-10-06
CoreCap Advisors, LLC
77,453$4.0M0.1%ETFMediumSouthfield, MI2026-10-08
1620 Investment Advisors, Inc.
77,269$4.0M2.5%ValueLowPlymouth, MA2026-11-04
Wealth Enhancement Trust Services, Inc.
77,222$4.0M0.4%GrowthMediumSioux Falls, SD2026-10-07
Galvin, Gaustad & Stein, LLC
75,647$3.9M0.3%CoreMediumScottsdale, AZ2026-10-08
Hourglass Capital, LLC
75,300$3.9M0.8%ValueMediumHouston, TX2026-10-26
Novem Group
75,083$3.8M0.4%ETFMediumRochester, NY2026-10-19
Princeton Global Asset Management LLC
74,598$3.8M0.6%GrowthLowPrinceton, NJ2026-10-21
OAK Family Advisors, LLC
74,509$3.8M1.0%CoreMediumChicago, IL2026-10-19
Apollon Wealth Management, LLC
74,115$3.8M0.0%GrowthLowMount Pleasant, SC2026-10-23
Grey Ledge Advisors, LLC
72,761$3.7M0.8%CoreLowGuilford, CT2026-11-02
Ascent Group, LLC
70,884$3.6M0.1%CoreLowVirginia Beach, VA2026-10-30
IVC Wealth Advisors LLC
70,287$3.6M1.4%GrowthLowSilverdale, PA2026-10-23
MGO One Seven LLC
69,985$3.6M0.1%GrowthLowBeachwood, OH2026-10-28
Eagle Global Advisors LLC
68,565$3.5M0.1%CoreLowHouston, TX2026-11-02
Prospera Financial Services Inc
66,620$3.4M0.0%CoreMediumDallas, TX2026-11-04
Ifrah Financial Services, Inc.
66,135$3.4M0.9%ETFLowLittle Rock, AR2026-10-13
David Kennon Inc
65,285$3.3M1.1%ETFLowSarasota, FL2026-10-13
Steinberganna Wealth Management
65,179$3.3M1.4%ETFLowHuntington, NY2026-10-23
Howard Financial Services, Ltd.
64,743$3.3M0.3%ETFLowDallas, TX2026-10-15
LaFleur & Godfrey LLC
64,580$3.3M0.4%GrowthLowGrand Rapids, MI2026-10-27
Integrated Advisors Network LLC
64,387$3.3M0.2%GrowthMediumDallas, TX2026-10-20
Avidian Wealth Enterprises, LLC
63,172$3.2M0.1%ETFLowHouston, TX2026-10-08
Kestra Private Wealth Services, LLC
62,595$3.2M0.0%GrowthLowAustin, TX2026-10-30
LightSquare Wealth Management, LLC
61,724$3.2M2.1%ETFN/ABingham Farms, MI2026-11-03
Claro Advisors Inc.
61,433$3.1M0.3%CoreLowBoston, MA2026-11-02
Israel Discount Bank of New York
60,458$3.1M5.6%ETFMediumNew York, NY2026-10-14
Citigroup Inc
59,423$3.0M0.0%CoreMediumNew York, NY2026-11-04
SevenBridge Financial Group, LLC
59,285$3.0M0.5%CoreLowHarrisburg, PA2026-10-26
Maseco LLP
58,695$3.0M0.1%ETFVery LowLondon, United Kingdom2026-10-27
Curbstone Financial Management Corp
57,290$2.9M0.5%CoreLowManchester, NH2026-10-21
Robertson Stephens Wealth Management, LLC
57,138$2.9M0.1%ETFMediumSan Francisco, CA2026-10-16
BG Investment Services, LLC
56,721$2.9M0.4%GrowthVery LowHagatna, GU2026-10-23
Balboa Wealth Partners
56,661$2.9M0.4%Agg GrowthMediumScottsdale, AZ2026-10-20
Capital Investment Advisors, LLC
56,370$2.9M0.0%CoreLowAtlanta, GA2026-10-22
E&G Advisors, LLC
54,225$2.8M0.5%ETFVery LowHouston, TX2026-10-13
Duncker Streett & Co Inc
53,946$2.8M0.5%GrowthLowSt. Louis, MO2026-10-27
TD Waterhouse Canada Inc.
53,413$2.7M0.0%CoreLowToronto, Australia2026-10-16
Buska Wealth Management, LLC
52,767$2.7M0.9%ETFMediumWausau, WI2026-10-08
Founders Grove Wealth Partners, LLC
52,087$2.7M0.5%ETFLowRichmond, VA2026-10-16
Aries Wealth Management
49,369$2.5M0.5%CoreVery LowPortland, ME2026-10-23
Dodds Wealth, LLC
47,760$2.4M0.6%ETFVery LowGreenwood Village, CO2026-11-02
Farther Finance Advisors, LLC
47,402$2.4M0.0%IndexLowSan Francisco, CA2026-10-08
Unified Investment Management
46,841$2.4M2.1%CoreLowAtlanta, GA2026-10-14
Moneywise, Inc.
46,817$2.4M2.3%ETFMediumForest, VA2026-10-30
Godsey & Gibb, Inc
46,589$2.4M0.2%CoreLowRichmond, VA2026-10-14
Wealthcare Advisory Partners LLC
46,578$2.4M0.0%ETFLowWest Chester, PA2026-10-21
United Financial Planning Group LLC
45,975$2.4M1.2%ETFHighHauppauge, NY2026-11-04
Sweeney & Michel, LLC
45,748$2.3M0.6%ETFVery LowChico, CA2026-10-16
Kingswood Wealth Advisors, LLC
45,380$2.3M0.1%GrowthLowSan Diego, CA2026-10-23
Bailard, Inc.
43,126$2.2M0.0%GrowthMediumFoster City, CA2026-10-13
Nordwand Advisors, LLC
43,025$2.2M0.3%CoreLowRadnor, PA2026-11-05
Bulwark Capital Corp
42,423$2.2M1.1%ETFMediumFernandina Beach, FL2026-10-13
Hennion & Walsh Asset Management, Inc.
42,107$2.2M0.1%ValueMediumParsippany, NJ2026-10-13
AlphaCore Capital LLC
41,658$2.1M0.0%ETFLowLa Jolla, CA2026-11-04
Sapient Capital LLC
41,630$2.1M0.0%GrowthMediumIndianapolis, IN2026-10-08
Blue Trust, Inc.
41,052$2.1M0.0%ETFLowBrentwood, TN2026-10-15
Tuttle Capital Management, LLC
40,810$2.1M0.9%GrowthHighRiverside, CT2026-10-21
D.A. Davidson & Co.
40,697$2.1M0.0%CoreLowGreat Falls, MT2026-10-28
Saxony Capital Management, LLC
40,185$2.1M0.9%ETFMediumSt. Louis, MO2026-10-15
Shuttleworth & Co
39,957$2.0M1.7%GrowthLowPowell, OH2026-10-30
RW Investment Management LLC
39,627$2.0M0.2%ETFLowEagle, ID2026-11-03
AmeriServ Wealth Advisors
39,613$2.0M1.6%ETFVery LowJohnstown, PA2026-10-21
Courier Capital LLC
39,588$2.0M0.1%ETFLowBuffalo, NY2026-10-19
Rose Capital Advisors LLC
38,964$2.0M0.5%ETFN/AMiami Beach, FL2026-11-04
Cooksen Wealth, LLC
37,495$1.9M1.2%ETFVery LowThe Woodlands, TX2026-10-13
RHS Financial, LLC
36,916$1.9M0.6%ETFMediumSan Francisco, CA2026-10-13
Analyst IMS Investment Management Services Ltd.
36,495$1.9M0.1%ETFLowTel-Aviv, Luxembourg2026-11-05
Steele Capital Management, Inc.
36,310$1.9M0.1%ETFVery LowDubuque, IA2026-11-02
Sheets Smith Wealth Management
36,282$1.9M0.2%CoreLowWinston-Salem, NC2026-10-16
Solstein Capital, LLC
36,035$1.8M0.6%CoreLowMenlo Park, CA2026-11-02
Tilia Fiduciary Partners, Inc.
35,979$1.8M0.8%CoreLowWilmington, NC2026-10-09
Buckhead Capital Management LLC
34,927$1.8M0.6%CoreLowAtlanta, GA2026-11-03
MidAtlantic Capital Management, Inc.
34,791$1.8M1.1%ETFVery LowRichmond, VA2026-11-05
Schmidt P J Investment Management Inc
33,236$1.7M0.3%GrowthVery LowCedarburg, WI2026-11-02
Plancorp, LLC
33,150$1.7M0.0%ETFLowSaint Louis, MO2026-11-03
MassMutual Private Wealth & Trust, FSB
31,959$1.6M0.0%CoreLowSpringfield, MA2026-10-05
A. D. Beadell Investment Counsel, Inc.
31,450$1.6K0.0%ValueLowMequon, WI2026-10-14
Ridgewood Investments LLC
31,394$1.6M0.6%ValueMediumSpringfield, NJ2026-10-05
Perigon Wealth Management, LLC
31,055$1.6M0.0%GrowthLowSan Francisco, CA2026-10-22
Y.D. More Investments Ltd
30,596$1.6M0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Sage Advisory Services, Ltd.Co.
30,274$1.6M0.8%ETFMediumAustin, TX2026-10-29
Peoples Bank
30,084$1.5M0.7%ETFLowMarietta, OH2026-10-26
Madson Wealth Advisors Inc
29,974$1.5M1.1%ETFLowSanta Rosa, CA2026-10-13
United Community Bank
29,866$1.5M0.5%CoreLowGreenville, SC2026-10-28
JGP Wealth Management, LLC
29,564$1.5M0.1%CoreLowBend, OR2026-10-13
Johnson Bixby & Associates, LLC
29,353$1.5M0.2%ETFMediumVancouver, WA2026-10-14
AdvisorNet Financial, Inc
29,313$1.5M0.1%ETFLowMinnetonka, MN2026-10-15
Pinnacle Associates LTD
28,960$1.5M0.0%CoreLowNew York, NY2026-10-20
Compass Ion Advisors, LLC
28,857$1.5M0.1%ETFVery LowConshohocken, PA2026-10-23
Leo Wealth, LLC
28,509$1.5M0.3%CoreLowHurst, TX2026-10-26
Nvwm, LLC
28,333$1.5M0.3%GrowthMediumYardley, PA2026-10-14
Brookstone Capital Management
28,246$1.4M0.0%ETFMediumWheaton, IL2026-10-22
SAX Wealth Advisors, LLC
28,166$1.4M0.0%ETFVery LowParsippany, NJ2026-10-13
Washington Capital Management, Inc
27,218$1.4M0.9%ValueMediumSeattle, WA2026-10-19
White Lighthouse Investment Management Inc.
27,085$1.4M0.2%ETFVery LowBedford, MA2026-10-21
Pacific Park Financial, Inc.
26,592$1.4M0.8%ETFMediumLagina Hills, CA2026-10-13
American National Bank of Texas
26,387$1.4M1.2%ETFMediumRichardson, TX2026-10-07
Aprio Wealth Management, LLC
26,313$1.3M0.1%ETFMediumAtlanta, GA2026-10-28
Woodside Wealth Management LLC
25,644$1.3M0.9%ETFVery LowFramingham, MA2026-10-16
Focus Financial Network, Inc.
24,838$1.3M0.0%ETFLowMinneapolis, MN2026-10-14
Apex Wealth Management, LLC
23,788$1.2M0.7%ETFMediumBedford, NH2026-10-20
Forte Asset Management LLC
23,675$1.2M0.5%ETFLowBedford, NY2026-10-13
Guidance Point Advisors, LLC
23,348$1.2M0.3%ETFVery LowWellesley, MA2026-10-15
Hunter Associates Investment Management LLC
23,204$1.2K0.0%CoreLowPittsburgh, PA2026-10-26
First International Bank of Israel Ltd.
22,894$1.2M0.5%ETFMediumTel Aviv, Luxembourg2026-11-04
Advisor OS, LLC
22,805$1.2M0.1%ETFMediumChicago, IL2026-11-03
GC Wealth Management RIA, LLC
22,225$1.1M0.1%GrowthMediumCambridge, MA2026-11-02
Higgins & Schmidt Wealth Strategies LLC
22,148$1.1M0.5%ETFLowDenver, CO2026-10-26
Calamos Wealth Management LLC
22,064$1.1M0.0%GrowthMediumNaperville, IL2026-11-02
Marathon Strategic Advisors, LLC
21,491$1.1M0.6%ETFVery LowPittsburgh, PA2026-10-20
Burke & Herbert Bank & Trust Co
21,155$1.1M0.3%CoreVery LowAlexandria, VA2026-11-02
Titleist Asset Management, LLC
21,152$1.1M0.1%ETFLowSan Antonio, TX2026-10-08
Atria Investments, Inc
20,859$1.1M0.0%CoreMediumCharlotte, NC2026-10-15
Flagstar Securities, Inc
20,859$1.1M0.3%ETFVery LowNew York, NY2026-10-15
Sima Wealth Partners, LLC
20,617$1.1M0.7%ETFVery LowRichmond, VA2026-10-19
American Institute for Advanced Investment Management, LLP
20,612$1.1M0.6%ETFLowScottsdale, AZ2026-11-03
Highline Wealth Partners LLC
20,439$1.0M0.2%ETFMediumSherman Oaks, CA2026-10-19
SWP Financial LLC
20,402$1.0M0.5%ETFMediumEncinitas, CA2026-10-23
Spire Wealth Management
20,293$1.0M0.0%GrowthMediumMclean, VA2026-10-30
Weaver Consulting Group
20,218$1.0M0.2%ETFLowHuntington Beach, CA2026-10-07
Midwest Trust Co
19,977$1.0M0.0%CoreLowOverland Park, KS2026-10-22
Balefire, LLC
19,957$1.0M0.2%ETFMediumDallas, TX2026-10-09
Lido Advisors, LLC
19,724$1.0M0.0%GrowthLowLos Angeles, CA2026-11-04
Powerhouse Assets LLC
19,675$1.0M0.8%ETFVery LowLincoln, MA2026-10-19
Bear Mountain Capital, Inc.
19,495$1.0M0.3%ETFLowSeattle, WA2026-11-04
Exchange Bank
19,274$987.4K0.6%CoreLowSanta Rosa, CA2026-10-07
Independent Financial Group, LLC
18,885$967.5K0.0%GrowthLowSan Diego, CA2026-10-13
Cypress Capital Group
18,495$947.5K0.1%CoreLowPalm Beach, FL2026-11-03
Signaturefd, LLC
18,310$938.0K0.0%IndexLowAtlanta, GA2026-10-23
Koshinski Asset Management, Inc.
18,197$932.2K0.0%ETFLowDecatur, IL2026-10-29
Triad Wealth Partners, LLC
17,746$909.1K0.1%ETFMediumLawrence, KS2026-10-26
Sanchez Gaunt Capital Management, LLC
17,649$904.2K0.5%ETFN/AReno, NV2026-11-03
Schuylkill Financial LLC
17,609$902.1K0.9%ETFN/AWyomissing, PA2026-10-21
IFS Advisors, LLC
17,590$901.1K0.3%ETFLowOverland Park, KS2026-10-14
Strategy Asset Managers LLC
17,585$900.9K0.1%CoreLowPasadena, CA2026-10-14
Independent Solutions Wealth Management, LLC
17,454$894.2K0.1%GrowthLowWilliamsville, NY2026-10-28
Wilmington Savings Fund Society, FSB
17,438$893.3K0.0%CoreLowWilmington, DE2026-10-23
Unify Financial Advisors
17,264$884.4K0.8%ETFMediumClearwater, FL2026-11-03
Basso Capital Management, L.P.
17,087$875.4K0.2%ETFMediumStamford, CT2026-10-30
Fjell Capital, LLC
17,056$873.8K0.5%GrowthLowFargo, ND2026-10-13
Factor Wealth Management LTD
17,009$871.4K0.1%ETFLowChicago, IL2026-10-08
Equita Financial Network, Inc.
16,913$866.5K0.2%ETFLowFort Washington, PA2026-10-19
Stonekeep Investments, LLC
16,853$863.4K0.5%ETFLowSante Fe, NM2026-10-15
Evergreen Capital Management LLC
16,839$862.7K0.0%GARPMediumBellevue, WA2026-10-23
Brucke Financial, Inc.
16,737$857.4K0.4%GrowthMediumIndianapolis, IN2026-10-23
McAdam, LLC
16,616$851.3K0.0%ETFLowPhiladelphia, PA2026-10-21
Kuhn & Co Investment Counsel
16,600$850.4K0.5%CoreLowChicago, IL2026-10-29
Fiduciary Alliance LLC
16,115$825.6K0.1%CoreMediumGreenville, SC2026-10-13
B. Riley Wealth Advisors, Inc.
15,789$808.9K0.0%GrowthLowMemphis, TN2026-10-13
Great Diamond Partners, LLC
15,712$804.9K0.1%CoreMediumPortland, ME2026-10-13
Kanawha Capital Management LLC
15,547$796.5K0.1%CoreVery LowRichmond, VA2026-10-19
Strategic Advocates LLC
15,545$796.4K3.1%GrowthLowSacramento, CA2026-11-03
SkyOak Wealth, LLC
15,396$788.7K0.1%ETFLowSouthfield, MI2026-10-28
RFG Advisory, LLC
15,313$784.5K0.0%ETFMediumBirmingham, AL2026-11-03
Waters Parkerson & Co., LLC
15,145$775.9K0.0%CoreVery LowNew Orleans, LA2026-11-04
Heritage Investors Management Corp
14,803$7580.0%CoreVery LowBethesda, MD2026-10-29
Park Avenue Securities LLC
14,802$7580.0%ETFMediumNew York, NY2026-10-26
Pekin Hardy Strauss, Inc.
14,490$742.3K0.1%ValueMediumChicago, IL2026-11-02
Laurel Wealth Advisors LLC
14,212$728.1K0.1%CoreVery LowCharlotte, NC2026-10-27
Lazari Capital Management, Inc.
14,137$724.2K0.2%GrowthLowBurbank, CA2026-10-20
Sunburst Financial Group, LLC
14,057$720.1K0.1%ETFVery LowVestavia Hills, AL2026-10-09
Beaumont Financial Advisors, LLC
14,020$718.2K0.0%GrowthMediumNeedham, MA2026-10-22
Fonville Wealth Management LLC
13,898$712.0K0.1%ETFVery LowRichmond, VA2026-10-28
Sage Financial Group Inc
13,791$706.5K0.0%ETFVery LowW. Conshohocken, PA2026-10-27
Lynx Capital Group LTD
13,683$701.0K0.3%ValueLowBeachwood, OH2026-11-04
Verus Wealth Management, LLC
13,590$696.2K0.4%ETFLowDe Pere, WI2026-10-13
Fort Washington Investment Advisors Inc
13,560$694.7K0.0%CoreLowCincinnati, OH2026-10-15
Good Harbor Advisors, Inc.
13,538$693.6K0.6%ETFVery LowGloucester, MA2026-10-20
Helium Advisors LLC
13,375$685.2K0.6%ETFLowVancouver, WA2026-10-23
Avant Financial Advisors LLC
13,021$667.1K0.4%ETFVery LowAustin, TX2026-11-02
McKinley Carter Wealth Services, Inc.
12,961$664.0K0.0%ETFMediumWheeling, WV2026-10-16
Wynn Capital, LLC
12,900$660.9K0.3%CoreVery LowAugusta, GA2026-10-13
XY Planning Network, Inc.
12,766$654.0K0.1%ETFLowBozeman, MT2026-10-14
ARK & TLK Investments, LLC
12,685$649.8K0.2%ETFLowOklahoma City, OK2026-10-20
Cardinal Capital Management
12,676$649.4K0.1%ValueVery LowRaleigh, NC2026-10-21
Union Savings Bank
12,566$643.6K0.3%CoreLowLitchfield, CT2026-10-14
Curtis Advisory Group, LLC
12,560$643.4K0.1%ETFLowSanta Barbara, CA2026-10-28
Meitav Investment House LTD
12,345$632.4K0.0%ETFMediumBene-Beraq, Luxembourg2026-10-28
Eastern Bank
12,068$618.2K0.0%GrowthMediumBoston, MA2026-10-05
EverSource Wealth Advisors, LLC
12,014$615.5K0.0%CoreMediumBirmingham, AL2026-11-04
Sagespring Wealth Partners, LLC
11,880$608.6K0.0%ETFLowFranklin, TN2026-10-22
Strategic Blueprint, LLC
11,826$605.8K0.0%ETFLowAtlanta, GA2026-10-22
Verdence Capital Advisors LLC
11,744$601.6K0.0%CoreMediumHunt Valley, MD2026-10-26
First United Bank & Trust
11,592$593.9K0.2%CoreLowOakland, MD2026-10-22
Enclave Advisors LLC
11,462$587.2K0.1%ETFMediumAustin, TX2026-10-14
GreatBanc Trust Co
11,342$581.1K0.3%ETFLowLisle, IL2026-11-04
Wingate Wealth Advisors, Inc.
11,282$578.0K0.2%ETFVery LowLexington, MA2026-10-26
Beacon Financial Group
11,261$576.9K0.1%ETFMediumDallas, TX2026-10-19
Winebrenner Capital Management LLC
11,111$569.2K0.4%ETFLowLouisville, KY2026-10-07
Perryman Financial Advisory Inc
11,063$566.8K0.1%GrowthVery LowDallas, TX2026-10-16
First Bank & Trust
10,994$563.2K0.1%CoreLowBrookings, SD2026-10-19
Grove Bank & Trust
10,914$559.1K0.1%ETFLowMiami, FL2026-10-08
HB Wealth Management, LLC
10,673$546.8K0.0%IndexVery LowAtlanta, GA2026-10-23
Value Investment Professionals, LLC
10,663$546.2K0.5%ETFHighNew York, NY2026-10-13
Brighton Jones LLC
10,650$545.6K0.0%CoreVery LowSeattle, WA2026-11-03
Signature Estate & Investment Advisors LLC
10,636$544.9K0.0%ETFMediumLos Angeles, CA2026-10-13
Councilor Wealth, LLC
10,106$517.8K0.2%ETFLowBethesda, MD2026-10-09
Forteris Wealth Management Inc.
10,072$516.0K0.4%ETFVery LowArmonk, NY2026-10-13
HUB Investment Partners, LLC
10,062$515.5K0.0%GrowthLowAustin, TX2026-11-03
Compagnie Lombard Odier SCmA
10,037$514.2K0.0%GrowthMedium1204 Geneva, Switzerland2026-11-04
Bank Julius Baer & Co. Ltd, Zurich
9,845$504.4K0.0%GrowthMediumZurich, Switzerland2026-10-29
1900 Wealth Management LLC
9,819$503.0K0.0%ETFLowSan Antonio, TX2026-10-13
Glenview Trust Co
9,783$501.2K0.0%GrowthVery LowLouisville, KY2026-10-28
MFA Wealth Advisors, LLC
9,766$500.3K0.1%ETFMediumPittsburgh, PA2026-10-07
Lanark Financial, Inc.
9,765$500.3K0.0%CoreMediumBirmingham, AL2026-10-26
WBH Advisory Inc
9,689$496.4K0.0%ETFLowBaltimore, MD2026-11-05
Laurel OAK Wealth Management, LLC
9,670$495.4K0.1%GrowthLowMarlton, NJ2026-10-19
Seed Wealth Management, Inc.
9,590$491.3K0.3%ETFMediumEvanston, IL2026-10-20
Eagle Harbor Asset Management Inc
9,528$488.1K0.4%GARPLowSeattle, WA2026-10-21
Wedbush Securities Inc
9,497$4870.0%CoreLowPasadena, CA2026-10-22
Wealth Advisory Solutions, LLC
9,486$486.0K0.1%ETFLowZionsville, IN2026-10-20
FF Advisors,LLC
9,438$483.5K0.2%ETFLowManhattan Beach, CA2026-10-21
Cyndeo Wealth Partners, LLC
9,324$477.7K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Asset Allocation & Management Company, LLC
9,139$4680.0%ETFLowChicago, IL2026-10-13
CGN Advisors LLC
9,100$466.2K0.0%ETFLowManhattan, KS2026-10-21
Elm3 Financial Group, LLC
9,035$462.9K0.3%GrowthMediumAlpharetta, GA2026-10-07
Bryn Mawr Trust Advisors, LLC
9,017$461.9K0.0%CoreLowPhiladelphia, PA2026-11-04
Cullen T Bankers, Inc.
9,000$461.1K0.0%GrowthLowSan Antonio, TX2026-10-28
PKS Advisory Services, LLC
8,938$468.4K0.1%ETFMediumAlbany, NY2026-10-26
Golden State Wealth Management, LLC
8,812$451.4K0.0%ETFMediumSanta Ana, CA2026-11-02
Acorn Wealth Advisors, LLC
8,656$443.4K0.1%ETFLowGrand Blanc, MI2026-10-19
BankPlus Wealth Management LLC
8,536$437.3K0.2%ETFLowJackson, MS2026-10-13
Successful Portfolios LLC
8,466$432.8K0.2%CoreVery LowClearwater, FL2026-10-09
Roger Wittlin Investment Advisory, LLC
8,431$431.9K0.3%ETFLowSan Francisco, CA2026-10-19
WealthBridge Capital Management, LLC
8,402$430.4K0.1%ETFLowWesterville, OH2026-10-16
Citizens Financial Group Inc
8,332$426.9K0.0%GrowthLowProvidence, RI2026-10-23
Rockwood Wealth Management, LLC
8,329$426.7K0.0%ETFVery LowNew Hope, PA2026-10-27
Capital Advisors Wealth Management, LLC
8,326$426.6K0.0%ETFLowYakima, WA2026-10-09
4J Wealth Management LLC
8,269$423.6K0.2%ETFMediumMclean, VA2026-11-02
Legacy Bridge, LLC
8,247$422.5K0.1%GrowthVery LowWest Des Moines, IA2026-10-28
Wesbanco Bank Inc
8,201$420.1K0.0%CoreLowWheeling, WV2026-11-04
Lewis Asset Management, LLC
8,192$419.7K0.1%GrowthLowLafayette, CA2026-10-14
First Community Trust NA
8,114$415.7K0.1%GrowthLowDubuque, IA2026-10-07
Elyxium Wealth, LLC
7,914$405.4K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Tcfg Investment Advisors, LLC
7,867$403.0K0.1%GrowthMediumLaguna Niguel, CA2026-10-20
Financial Solutions Advisory Group, Inc.
7,770$399.4K0.1%ETFMediumChicago, IL2026-10-28
Matthew Goff Investment Advisor, LLC
7,647$391.8K0.1%CoreMediumHouston, TX2026-10-13
Pacific Excel Wealth Advisors, Inc.
7,601$389.4K0.4%ETFHighWalnut Creek, CA2026-10-27
Evolution Wealth Management Inc.
7,528$385.7K0.2%ETFMediumFort Myers, FL2026-10-28
Truefg, LLC
7,376$377.9K0.1%ETFVery LowCedar Park, TX2026-10-15
GEN Financial Management, Inc.
7,363$377.2K0.2%ETFLowPlymouth, MN2026-10-13
Clear Creek Financial Management, LLC
7,361$377.1K0.0%ETFMediumSilverdale, WA2026-10-28
Aegis Wealth Management, Inc.
7,254$371.6K0.2%ETFMediumGuthrie Center, IA2026-10-26
Cherry Tree Wealth Management, LLC
7,187$368.2K0.1%ETFVery LowMinnetonka, MN2026-10-15
Oath Planning, LLC
7,179$367.8K0.2%ETFVery LowTulsa, OK2026-10-20
Tableaux LLC
7,145$366.1K0.1%ETFLowStockbridge, MA2026-10-23
LVW Advisors, LLC
6,832$350.0K0.0%CoreMediumPittsford, NY2026-10-19
Downshift Financial, LLC
6,791$347.9K0.1%ETFLowBoulder, CO2026-10-13
Seamount Financial Group Inc
6,745$345.5K0.1%ETFLowColorado Springs, CO2026-10-21
Obermeyer Wealth Partners
6,682$342.3K0.0%GrowthLowAspen, CO2026-10-21
Aspiriant, LLC
6,678$342.1K0.0%ETFVery LowLos Angeles, CA2026-10-16
Rede Wealth, LLC
6,672$341.8K0.1%ValueMediumCharlottesville, VA2026-10-22
RMR Wealth Builders
6,660$341.2K0.0%ETFLowMontclair, NJ2026-10-22
Patten Group, Inc.
6,657$341.0K0.1%CoreLowChattanooga, TN2026-10-26
BlueChip Wealth Advisors LLC
6,640$340.2K0.1%ETFMediumMilton, GA2026-11-03
Pension & Wealth Management Advisors, Inc.
6,628$339.6K0.1%ETFLowWaltham, MA2026-10-16
Tandem Investment Partners LLC
6,576$336.9K0.3%ETFLowBordentown, NJ2026-10-16
Level Wealth Management LLC
6,529$334.5K0.1%ETFVery LowGreensboro, NC2026-10-23
Destiny Capital Corp
6,491$332.5K0.2%ETFVery LowDenver, CO2026-11-03
Hoxton Planning & Management, LLC
6,455$330.7K0.1%ETFLowShepherdstown, WV2026-10-15
Value Partners Investments Inc.
6,333$325.4K0.0%ValueMediumWinnipeg, Argentina2026-10-19
Edgemoor Investment Advisors, Inc.
6,223$318.8K0.0%CoreVery LowBethesda, MD2026-11-03
Paragon Capital Management Ltd
6,140$314.6K0.1%CoreVery LowDenver, CO2026-10-09
Ascentis Independent Advisors
6,099$312.4K0.0%ETFLowDallas, TX2026-11-03
Valeo Financial Advisors, LLC
6,073$311.1K0.0%ETFLowCarmel, IN2026-10-08
Woodward Diversified Capital, LLC
6,063$310.6K0.1%CoreLowBakersfield, CA2026-10-21
Plimoth Trust Co LLC
5,877$301.1K0.1%CoreLowSwansea, MA2026-10-26
Grimes & Co Wealth Management, LLC
5,867$300.6K0.0%CoreLowWestborough, MA2026-10-29
Crescent Sterling, Ltd.
5,823$298.3K0.2%CoreLowMetairie, LA2026-10-16
Breakwater Capital Group
5,815$297.9K0.0%ETFLowParamus, NJ2026-10-09
Intergy Private Wealth, LLC
5,643$289.1K0.1%ETFVery LowColorado Springs, CO2026-10-16
Insight Wealth Partners, LLC
5,629$288.4K0.0%ETFLowPlano, TX2026-10-26
Evanson Financial, LLC
5,603$287.0K0.0%ETFN/AMclean, VA2026-10-23
Patriot Financial Group Insurance Agency, LLC
5,585$286.1K0.0%GrowthLowWalpole, MA2026-10-14
Orca Wealth Management, LLC
5,562$285.0K0.2%GARPLowNew Port Richey, FL2026-10-14
Americana Partners, LLC
5,429$278.1K0.0%CoreMediumHouston, TX2026-10-28
Hohimer Wealth Management, LLC
5,412$277.3K0.0%CoreHighSeattle, WA2026-11-04
Bayshore Capital Advisors, LLC
5,361$274.6K0.1%YieldMediumTampa, FL2026-11-02
RFG - Bristol Wealth Advisors, LLC
5,279$270.4K0.1%ETFLowTaunton, MA2026-10-09
Tanager Wealth Management LLP
5,230$267.9K0.0%ETFLowGoring On Thames, United Kingdom2026-10-19
C2c Wealth Management, LLC
5,202$266.5K0.2%CoreLowScottsdale, AZ2026-10-20
Richardson Capital Management LLC
5,080$260.2K0.1%ETFLowMenomonee Falls, WI2026-10-23
Winthrop Advisory Group LLC
5,016$257.0K0.0%ETFVery LowBoston, MA2026-10-22
KPP Advisory Services LLC
4,955$253.9K0.0%GrowthMediumLouisville, KY2026-10-26
Daymark Wealth Partners, LLC
4,953$253.8K0.0%CoreLowCincinnati, OH2026-11-04
Caliber Wealth Management, LLC / KS
4,924$252.3K0.0%ETFLowOverland Park, KS2026-11-04
Pinnacle Wealth Planning Services, Inc.
4,905$251.3K0.0%GARPLowMansfield, OH2026-10-27
Townsend & Associates, Inc
4,895$251.6K0.0%Deep ValueLowWestminster, CO2026-10-23
Lynx Investment Advisory
4,875$249.7K0.1%ETFLowWashington, Dc, DC2026-10-27
Stevens Capital Partners
4,850$248.5K0.0%ETFVery LowOmaha, NE2026-10-29
Glass Jacobson Investment Advisors llc
4,842$248.0K0.1%ETFLowOwings Mills, MD2026-10-26
Grey Fox Wealth Advisors, LLC
4,840$248.0K0.0%ETFLowRockland, DE2026-11-03
Pinnacle Wealth Management Advisory Group, LLC
4,825$247.2K0.0%GrowthLowRed Bank, NJ2026-10-23
Csenge Advisory Group
4,814$246.6K0.0%ETFMediumClearwater, FL2026-11-04
Ninety One UK Ltd
4,770$244.4K0.0%CoreMediumLondon, United Kingdom2026-10-15
PFG Private Wealth Management, LLC
4,761$243.9K0.1%ETFHighLutz, FL2026-10-15
Asset Management One Co., Ltd.
4,674$239.4K0.0%IndexVery LowTokyo, Mexico2026-10-27
eCIO, Inc.
4,666$238.8K0.1%ETFMediumMadison, WI2026-11-02
Concord Wealth Partners
4,664$238.9K0.0%GrowthLowAbingdon, VA2026-11-02
Miller Global Investments, LLC
4,632$237.3K0.2%ValueMediumDallas, TX2026-10-02
Summit Wealth Group LLC / Co
4,595$235.4K0.0%ETFHighColorado Springs, CO2026-10-29
J. L. Bainbridge & Co., Inc.
4,590$235.1K0.0%GrowthLowSarasota, FL2026-10-20
Atlantic Edge Private Wealth Management, LLC
4,585$234.9K0.0%CoreLowJacksonville, FL2026-10-20
Peddock Capital Advisors, LLC
4,547$232.9K0.0%GrowthLowBraintree, MA2026-10-16
Wedmont Private Capital
4,466$228.9K0.0%IndexVery LowWest Chester, PA2026-10-09
Clearwave Capital, LLC
4,418$226.3K0.1%GrowthLowUpland, CA2026-10-27
Piscataqua Savings Bank
4,383$224.5K0.2%CoreVery LowPortsmouth, NH2026-10-21
NovaPoint Capital, LLC
4,362$223.5K0.0%CoreLowAtlanta, GA2026-10-22
Relyea Zuckerberg Hanson LLC
4,317$221.2K0.0%ETFLowStamford, CT2026-10-20
Ignite Planners, LLC
4,314$221.0K0.0%CoreLowSan Clemente, CA2026-10-14
Endowment Wealth Management, Inc.
4,301$220.3K0.1%ETFMediumAppleton, WI2026-11-03
Accelerate Investment Advisors LLC
4,278$219.2K0.1%ETFLowAliso Viejo, CA2026-11-02
SimpliFi, Inc.
4,265$218.5K0.1%ETFMediumSan Diego, CA2026-10-28
Portland Financial Advisors Inc
4,253$217.9K0.4%ETFVery LowPort Washington, NY2026-10-26
Navigoe, LLC
4,249$217.0K0.1%ETFVery LowRedondo Beach, CA2026-11-04
Echo45 Advisors LLC
4,237$217.1K0.1%ETFLowWalnut Creek, CA2026-10-07
Platform Technology Partners
4,184$214.3K0.0%CoreVery LowLocust Valley, NY2026-11-02
StoneX Group Inc.
4,064$210.4K0.0%ETFMediumNew York, NY2026-11-03
Ipswich Investment Management Co., Inc.
4,000$204.9K0.0%CoreLowBeverly, MA2026-10-13
Beese Fulmer Investment Management, Inc.
4,000$204.9K0.0%CoreLowCanton, OH2026-10-23
Integrated Capital Management, LLC
3,996$204.7K0.1%ETFLowBloomfield, MI2026-10-23
Premier Path Wealth Partners, LLC
3,975$203.6K0.0%GrowthMediumMadison, NJ2026-10-16
SBI Securities Co., Ltd.
3,967$203.2K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Martin Capital Advisors, LLP
3,960$202.9K0.1%GrowthVery LowSan Antonio, TX2026-10-15
Signature Equity Partners, LLC
3,782$193.7K0.1%GrowthMediumColumbus, OH2026-10-29
Provenance Wealth Advisors, LLC
3,366$172.4K0.0%ETFLowFort Lauderdale, FL2026-10-30
Root Financial Partners, LLC
3,206$164.2K0.0%ETFMediumEncinitas, CA2026-10-21
Balance Wealth Partners LLC
2,862$146.6K0.0%ETFMediumWorthington, OH2026-10-27
Key Capital Management, Inc
2,655$136.0K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Guardian Partners Inc.
2,600$133.2K0.0%ValueMediumToronto, South Africa2026-10-21
Mather Group, Llc.
2,578$132.1K0.0%ETFMediumChicago, IL2026-10-14
EPG Wealth Management LLC
2,243$114.9K0.0%GrowthLowAtlanta, GA2026-11-03
Bfsg, LLC
2,235$114.5K0.0%CoreLowIrvine, CA2026-10-30
Cape Investment Advisory, Inc.
2,075$106.3K0.0%ETFLowMcdonough, GA2026-10-13
Main Street Group, LTD
2,000$102.5K0.0%ETFMediumGlen Allen, VA2026-10-28
Pinnacle Bancorp, Inc.
1,974$101.1K0.0%CoreVery LowBeatrice, NE2026-10-21
Acropolis Investment Management, LLC
1,965$100.7K0.0%ETFLowSt. Louis, MO2026-10-08
Mascoma Wealth Management LLC
1,916$98.2K0.0%ETFVery LowHanover, NH2026-10-23
Parkside Financial Bank & Trust
1,902$97.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
Beacon Investment Advisory Services, Inc.
1,800$92.2K0.0%GrowthLowMorristown, NJ2026-10-13
Alpine Bank Wealth Management
1,720$88.1K0.0%ETFHighGrand Junction, CO2026-10-16
Nfsg Corp
1,700$87.1K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
AlphaCentric Advisors LLC
1,558$79.8K0.1%CoreHighSan Juan, PR2026-11-03
Elevate Wealth Advisory, Inc
1,534$78.6K0.0%ETFVery LowAthens, GA2026-10-29
Abound Wealth Management
1,506$77.1K0.0%ETFVery LowFranklin, TN2026-10-26
First Horizon Corp
1,480$75.8K0.0%CoreLowMemphis, TN2026-10-26
Tompkins Financial Corp
1,473$75.5K0.0%CoreLowIthaca, NY2026-10-05
Financial Perspectives, Inc
1,289$66.1K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Loring Wolcott & Coolidge Fiduciary Advisors LLP
1,271$65.1K0.0%GrowthVery LowBoston, MA2026-10-23
Valley Wealth Managers, Inc.
1,262$64.7K0.0%GARPMediumParamus, NJ2026-10-09
Security National Bank
1,245$63.8K0.0%GrowthLowOmaha, NE2026-10-26
BankChampaign, National Association
1,234$63.2K0.1%GrowthMediumChampaign, IL2026-10-19
Private Trust Co NA
1,206$61.8K0.0%CoreLowCleveland, OH2026-10-20
Hyposwiss Advisors SA
1,198$61.4K0.1%ETFLowGeneva, Switzerland2026-10-26
Thompson Investment Management, Inc.
1,111$56.9K0.0%ValueMediumMadison, WI2026-10-14
McCarley & Cook Financial Planners
1,059$54.3K0.0%ETFLowCincinnati, OH2026-10-21
Birch Financial Group, LLC
1,034$53.0K0.0%CoreLowKeene, NH2026-10-27
Bell Investment Advisors, Inc
1,034$53.0K0.0%ETFVery LowOrinda, CA2026-10-29
First Premier Bank
1,003$510.0%CoreVery LowSioux Falls, SD2026-10-13
GK Wealth Management LLC
1,000$51.2K0.0%GARPVery HighReno, NV2026-10-09
Heritage Family Offices, LLP
970$49.7K0.0%GrowthHighScottsdale, AZ2026-11-02
Kelleher Financial Advisors
960$49.2K0.0%CoreMediumNew York, NY2026-10-30
Pittenger & Anderson Inc
888$45.5K0.0%CoreLowLincoln, NE2026-11-02
Independence Bank of Kentucky
864$44.3K0.0%GrowthLowOwensboro, KY2026-10-26
Trust Co of Vermont
834$42.7K0.0%CoreVery LowBrattleboro, VT2026-10-21
Rossmore Private Capital
834$42.7K0.0%CoreLowGlastonbury, CT2026-10-27
Kennebec Savings Bank
809$41.4K0.0%CoreLowAugusta, ME2026-10-22
Barrett & Company, Inc.
800$41.0K0.0%ETFLowProvidence, RI2026-10-22
Bank of New Hampshire
753$38.6K0.0%CoreLowLaconia, NH2026-10-06
Holos Integrated Wealth LLC
720$36.9K0.0%ETFLowKennett Square, PA2026-10-23
Armor Investment Advisors, LLC
571$29.3K0.0%ETFLowRaleigh, NC2026-10-27
James T. Borello RIA
529$27.1K0.0%ETFVery LowEast Dundee, IL2026-10-16
PFS Partners, LLC
513$26.3K0.0%ETFVery LowMine Hill, NJ2026-10-21
High Note Wealth, LLC
512$26.3K0.0%ETFVery LowDeephaven, MN2026-10-27
Nova Financial LLC
504$25.8K0.0%N/AN/ATucson, AZ2026-11-04
City Holding Co
490$25.1K0.0%CoreLowCharleston, WV2026-10-19
Granite Investment Partners, LLC
476$24.4K0.0%CoreMediumEl Segundo, CA2026-11-04
Indiana Trust & Investment Management Co
461$23.6K0.0%GrowthLowMishawaka, IN2026-10-22
Buck Wealth Strategies, LLC
454$23.3K0.0%ValueMediumDenver, CO2026-10-28
Brown, Lisle Ings, Inc.
450$23.1K0.0%CoreVery LowProvidence, RI2026-10-16
Physician Wealth Advisors, Inc.
430$22.0K0.0%ETFMediumMidvale, UT2026-10-20
Birchwood Financial Partners, Inc.
427$21.9K0.0%ETFVery LowBloomington, MN2026-11-02
Asset Dedication, LLC
371$19.0K0.0%ETFLowSan Francisco, CA2026-11-03
Harbor Investment Advisory, LLC
350$17.9K0.0%GrowthLowLutherville, MD2026-10-13
Trust Co of Toledo NA
350$17.9K0.0%GrowthVery LowHolland, OH2026-10-16
CKW Financial Group
337$170.0%ETFVery LowHonolulu, HI2026-10-29
Planning Strategies Inc.
329$16.9K0.0%ETFN/ALancaster, PA2026-10-02
Jcic Asset Management Inc.
320$16.4K0.0%GrowthMediumToronto, Australia2026-10-30
Axiom Investment Management LLC
320$16.4K0.0%CoreN/ANew York, NY2026-11-03
Richardson Financial Services Inc.
319$16.3K0.0%GrowthMediumMedway, MA2026-10-30
SRH Advisors, LLC
300$15.4K0.0%ETFVery LowSalina, KS2026-10-22
MTM Investment Management, LLC
300$15.4K0.0%CoreVery LowSpartanburg, SC2026-10-30
Montag A & Associates Inc
269$13.8K0.0%CoreLowAtlanta, GA2026-10-29
Triumph Capital Management
255$13.1K0.0%ETFMediumDenver, CO2026-10-14
Southern Michigan Bank & Trust
200$10.2K0.0%ETFLowColdwater, MI2026-10-19
Tsfg, LLC
198$100.0%ETFLowLake Forest, IL2026-10-23
Gilpin Wealth Management, LLC
178$9.1K0.0%GrowthLowDenver, CO2026-10-09
Register Financial Advisors LLC
163$8.4K0.0%GARPLowAtlanta, GA2026-10-23
Blueline Advisors LLC
160$8.2K0.0%ETFLowExeter, NH2026-10-15
Harbor Asset Planning, Inc.
160$8.2K0.0%ETFVery LowBelmont, MA2026-10-23
Adkins Seale Capital Management LLC
157$8.0K0.0%CoreVery LowShreveport, LA2026-10-27
Latitude Advisors, LLC
117$6.0K0.0%ETFLowYorkville, IL2026-10-27
Kingdom Financial Group Llc.
110$5.6K0.0%ETFMediumPeoria, AZ2026-11-04
Salomon & Ludwin, LLC
100$5.1K0.0%ETFVery LowRichmond, VA2026-10-29
Syntax Research, Inc.
99$5.1K0.0%ETFMediumBoca Raton, FL2026-11-04
Jnba Financial Advisors
95$4.9K0.0%ETFMediumBloomington, MN2026-11-03
Gamma Investing LLC
82$4.2K0.0%IndexVery LowFoster City, CA2026-10-08
Capital Advisors, Ltd. LLC
80$40.0%ETFLowShaker Heights, OH2026-10-27
Capital Investment Advisory Services, LLC
77$3.9K0.0%CoreMediumRaleigh, NC2026-10-30
Quest 10 Wealth Builders, Inc.
61$3.1K0.0%ETFLowFuquay-Varina, VA2026-11-02
Balentine LLC
60$3.1K0.0%ETFLowAtlanta, GA2026-11-03
Olistico Wealth, LLC
57$2.9K0.0%GrowthVery LowTulsa, OK2026-10-05
Beacon Capital Management, Inc.
54$2.8K0.0%ETFMediumDayton, OH2026-10-13
JFS Wealth Advisors, LLC
51$2.6K0.0%ETFVery LowHermitage, PA2026-11-03
Tounjian Advisory Partners, LLC
48$2.5K0.0%GrowthHighFort Myers, FL2026-11-04
Community Financial Services Group, LLC
45$2.3K0.0%GrowthLowNewport, VT2026-10-15
Barnes Dennig Private Wealth Management LLC
45$2.3K0.0%CoreLowCincinnati, OH2026-10-30
Rosenberg Matthew Hamilton
37$1.9K0.0%ETFVery LowGrand Junction, CO2026-10-05
Nvest Wealth Strategies, Inc.
28$1.4K0.0%ETFVery LowPowell, OH2026-10-14
Sofi Wealth, LLC
27$1.4K0.0%ETFVery LowSan Francisco, CA2026-10-27
Sunrise Financial Services, LLC
23$1.2K0.0%ETFMediumBurien, WA2026-10-21
Avion Wealth
22$10.0%ETFLowThe Woodlands, TX2026-11-04
Armstrong Advisory Group, Inc
22$1.1K0.0%ETFHighNeedham, MA2026-10-09
Allspring Global Investments Holdings, LLC
7$3580.0%CoreMediumCharlotte, NC2026-11-04
Ashton Thomas Private Wealth, LLC
7$3590.0%CoreMediumScottsdale, AZ2026-11-03
Elevated Capital Advisors, LLC
3$1540.0%ETFMediumSandy, UT2026-11-04
POM Investment Strategies, LLC
2$870.0%ETFVery HighRaleigh, NC2026-10-20
Central Bank of Brazil
0$00.0%N/AN/ABrasilia Df, Finland2026-11-04