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Ishares 10-20 Year Treasury (TLH)

CUSIP: 464288653 | NYSE | 1445 institutional holders

Quarters

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

Envestnet Asset Management Inc19,652,832
0.5% of portfolio›$2.0B
Forum Financial Management, LP9,680,967
12.5% of portfolio›$971.5M
Bank of America Corp7,056,628
0.0% of portfolio›$708.1M
LPL Financial LLC6,711,248
0.2% of portfolio›$673.5M
BlackRock, Inc.4,710,306
0.0% of portfolio›$472.7M
Morgan Stanley3,540,643
0.0% of portfolio›$355.3M
JPMorgan Chase & Co3,490,075
0.0% of portfolio›$353.6M
Truist Financial Corp3,002,613
0.4% of portfolio›$301.3M
Ameriprise Financial Inc2,455,071
0.0% of portfolio›$246.0M
Assetmark, Inc2,446,904
0.4% of portfolio›$245.5M
Envestnet Portfolio Solutions, Inc.2,288,353
1.1% of portfolio›$229.6M
Dynasty Wealth Management, LLC2,050,071
1.5% of portfolio›$205.7M
Stifel Financial Corp1,746,571
0.1% of portfolio›$175.3M
Cetera Investment Advisers1,662,099
0.2% of portfolio›$166.8M
Wells Fargo & Company1,660,729
0.0% of portfolio›$166.7M
Mather Group, Llc.1,537,777
1.3% of portfolio›$154.3M
Park Avenue Securities LLC1,367,082
0.9% of portfolio›$137.2M
RiverFront Investment Group, LLC1,324,932
1.8% of portfolio›$133.0M
Janney Montgomery Scott LLC1,220,050
0.2% of portfolio›$122.4M
MML Investors Services, LLC1,192,620
0.2% of portfolio›$119.7M
Bank of New York Mellon Corp1,110,583
0.0% of portfolio›$111.4M
NewEdge Advisors, LLC931,209
0.3% of portfolio›$93.4M
Destination Wealth Management891,126
2.1% of portfolio›$89.4M
Hamilton Capital Partners, LLC857,106
25.0% of portfolio›$86.0M
Benjamin Edwards Inc836,231
0.8% of portfolio›$83.9M
Raymond James Financial Inc809,038
0.0% of portfolio›$81.2M
Quotient Wealth Partners, LLC713,106
1.7% of portfolio›$71.6M
First Citizens Bank & Trust Co672,411
1.0% of portfolio›$67.5M
Royal Bank of Canada661,234
0.0% of portfolio›$66.4M
OpenArc Corporate Advisory, LLC608,861
0.7% of portfolio›$61.1M
Sanctuary Advisors, LLC600,513
0.3% of portfolio›$60.3M
Sagespring Wealth Partners, LLC561,888
0.9% of portfolio›$56.4M
Northwestern Mutual Wealth Management Co518,894
0.0% of portfolio›$52.1M
Cerity Partners Ocio LLC504,136
2.6% of portfolio›$50.6M
Commonwealth Equity Services, LLC497,357
0.1% of portfolio›$49.9M
UBS Group AG492,146
0.0% of portfolio›$49.4M
Foundations Investment Advisors, LLC484,379
0.5% of portfolio›$48.6M
United Capital Financial Advisors, LLC456,877
0.3% of portfolio›$45.8M
MAI Capital Management410,403
0.2% of portfolio›$41.2M
Osaic Holdings, Inc.393,343
0.0% of portfolio›$39.5M
JB Capital LLC371,123
1.3% of portfolio›$37.2M
Confluence Investment Management LLC335,581
0.5% of portfolio›$33.7M
Wealth Enhancement Advisory Services, LLC298,343
0.0% of portfolio›$29.4M
Steward Partners Investment Advisory, LLC282,330
0.1% of portfolio›$28.3M
US Bancorp \de\277,047
0.0% of portfolio›$27.8M
Watchman Group, Inc.275,011
6.2% of portfolio›$27.6M
Banco Santander, S.A.263,210
0.2% of portfolio›$26.4M
Thrivent Financial for Lutherans262,174
0.0% of portfolio›$26.4M
Castleark Management LLC258,432
0.7% of portfolio›$25.9M
Rockefeller Capital Management L.P.236,696
0.0% of portfolio›$23.8M
Cambridge Investment Research Advisors, Inc.234,515
0.1% of portfolio›$23.5M
Pinnacle Financial Partners, Inc.222,202
0.2% of portfolio›$22.3M
CreativeOne Wealth, LLC220,524
0.5% of portfolio›$22.1M
Modern Wealth Management, LLC215,420
0.3% of portfolio›$21.6M
Savvy Advisors, Inc.207,915
0.4% of portfolio›$20.9M
Vise Technologies, Inc.186,292
0.2% of portfolio›$18.7M
Summit Asset Management, LLC177,429
2.3% of portfolio›$17.8M
Arrow Financial Corp176,255
1.6% of portfolio›$17.7M
Jones Financial Companies Lllp174,605
0.0% of portfolio›$17.7M
HighTower Advisors, LLC173,929
0.0% of portfolio›$17.5M
MGO One Seven LLC173,493
0.3% of portfolio›$17.4M
&partners170,479
0.1% of portfolio›$17.1M
Goelzer Investment Management, Inc.169,041
0.7% of portfolio›$17.0M
McKinley Carter Wealth Services, Inc.166,474
0.9% of portfolio›$16.7M
Icon Wealth Advisors, LLC159,156
1.0% of portfolio›$16.0M
Atria Investments, Inc158,818
0.2% of portfolio›$15.9M
IHT Wealth Management, LLC157,196
0.3% of portfolio›$15.8M
Affinity Capital Advisors, LLC156,580
1.9% of portfolio›$15.6M
Cascade Financial Partners, LLC154,327
1.3% of portfolio›$15.5M
Stone House Investment Management, LLC149,866
2.0% of portfolio›$15.0M
NorthCoast Asset Management LLC145,376
0.3% of portfolio›$14.6M
Able Financial Group, LLC145,297
2.4% of portfolio›$14.6M
Keel Point, LLC144,496
0.9% of portfolio›$14.5M
SteelPeak Wealth, LLC137,143
0.4% of portfolio›$13.8M
Kelly Financial Services LLC131,731
2.8% of portfolio›$13.2M
Arvest Investments, Inc.127,888
1.6% of portfolio›$12.8M
Trek Financial, LLC126,225
0.6% of portfolio›$12.7M
State Farm Mutual Automobile Insurance Co124,705
0.0% of portfolio›$12.5M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors123,653
0.6% of portfolio›$12.4M
Net Worth Advisory Group122,891
3.1% of portfolio›$12.3M
Equitable Holdings, Inc.121,351
0.1% of portfolio›$12.2M
Integrity Alliance, Llc.111,572
0.4% of portfolio›$11.2M
Goldman Sachs Group Inc104,929
0.0% of portfolio›$10.5M
Orion Porfolio Solutions, LLC103,910
0.1% of portfolio›$10.4M
MLG Wealth Management DBA Pine Grove Financial Group103,271
1.0% of portfolio›$10.4M
Avantax Planning Partners, Inc.100,328
0.3% of portfolio›$10.1M
Sharkey, Howes & Javer100,084
1.2% of portfolio›$10.0M
Concurrent Investment Advisors, LLC95,603
0.1% of portfolio›$9.6M
Flow Traders U.S. LLC94,839
0.4% of portfolio›$9.5M
Harvest Portfolios Group Inc.92,049
0.1% of portfolio›$9.2M
Liberty Wealth Management LLC87,815
1.1% of portfolio›$8.8M
Evergreen Private Wealth LLC84,245
3.1% of portfolio›$8.5M
Beacon Financial Group82,784
0.8% of portfolio›$8.3M
Farther Finance Advisors, LLC82,579
0.1% of portfolio›$8.3M
IFP Advisors, Inc80,435
0.1% of portfolio›$8.1M
PAX Financial Group, LLC77,515
1.2% of portfolio›$7.8M
Strategic Blueprint, LLC76,682
0.4% of portfolio›$7.7M
Royal Fund Management, LLC76,608
0.6% of portfolio›$7.7M
Global Retirement Partners, LLC75,318
0.1% of portfolio›$7.6M
Creative Planning74,293
0.0% of portfolio›$7.5M
Elevated Financial Group LLC73,018
2.0% of portfolio›$7.3M
Brookstone Capital Management72,686
0.1% of portfolio›$7.3M
Arax Advisory Partners71,575
0.0% of portfolio›$7.2M
Angeles Wealth Management, LLC70,568
0.3% of portfolio›$7.1M
EWA, LLC70,327
1.3% of portfolio›$7.1M
Keystone Financial Services70,324
1.8% of portfolio›$7.1M
Scotia Capital Inc.70,287
0.0% of portfolio›$7.1M
Diversify Wealth Management, LLC69,608
0.1% of portfolio›$6.8M
Diversify Advisory Services, LLC69,608
0.1% of portfolio›$6.8M
Principal Securities, Inc.69,375
0.1% of portfolio›$7.0M
Mariner, LLC68,842
0.0% of portfolio›$6.9M
Capital Analysts, LLC68,168
0.2% of portfolio›$6.8M
Stokes Family Office, LLC67,450
0.8% of portfolio›$6.8M
Invst, LLC64,815
0.6% of portfolio›$6.5M
Prospera Financial Services Inc63,693
0.1% of portfolio›$6.4M
Regal Investment Advisors LLC63,662
0.3% of portfolio›$6.4M
Stratos Wealth Partners, Ltd.63,590
0.1% of portfolio›$6.4M
Bay Harbor Wealth Management, LLC61,156
1.4% of portfolio›$6.1M
World Investment Advisors60,880
0.1% of portfolio›$6.1M
Legacy Financial Group LLC60,819
0.7% of portfolio›$6.1M
Captrust Financial Advisors60,747
0.0% of portfolio›$6.1M
Goodman Advisory Group, LLC59,660
1.4% of portfolio›$6.0M
Wealth Alliance, LLC59,254
0.5% of portfolio›$5.9M
Van Hulzen Asset Management, LLC58,327
0.4% of portfolio›$5.9M
HighPoint Advisor Group LLC57,773
0.2% of portfolio›$5.8M
Bcgm Wealth Management, LLC57,319
1.2% of portfolio›$5.8M
One Advisory Partners, LLC56,547
1.5% of portfolio›$5.7M
Premier Path Wealth Partners, LLC56,121
0.6% of portfolio›$5.6M
Cresta Advisors, Ltd.55,108
2.0% of portfolio›$5.5M
Blue Trust, Inc.54,802
0.1% of portfolio›$5.5M
Kestra Private Wealth Services, LLC53,737
0.1% of portfolio›$5.4M
Focus Partners Wealth53,550
0.0% of portfolio›$5.4M
Gateway Wealth Partners, LLC52,789
0.3% of portfolio›$5.3M
AlphaCore Capital LLC52,137
0.1% of portfolio›$5.2M
Fidelity D & D Bancorp Inc51,989
1.8% of portfolio›$5.2M
Quadrature Capital Ltd50,994
0.0% of portfolio›$5.1M
Migdal Insurance & Financial Holdings Ltd.50,964
0.0% of portfolio›$5.1M
Ranch Capital Advisors Inc.50,841
1.6% of portfolio›$5.1M
Founders Financial Alliance, LLC50,776
0.7% of portfolio›$5.1M
Susquehanna International Group, LLP50,049
0.0% of portfolio›$5.0M
Cobblestone Asset Management LLC49,589
2.1% of portfolio›$5.0M
Professional Financial Management, Inc.49,059
5.0% of portfolio›$4.9M
SigFig Wealth Management, LLC47,481
0.1% of portfolio›$4.8M
WCG Wealth Advisors LLC46,671
0.1% of portfolio›$4.7M
Shared Vision Wealth Group LLC46,226
1.6% of portfolio›$4.6M
Endeavor Private Wealth, Inc.46,078
1.1% of portfolio›$4.6M
Focus Advisor Solutions, LLC45,718
0.0% of portfolio›$4.6M
Resolute Wealth Advisor, Inc.45,370
2.6% of portfolio›$4.6M
Citigroup Inc45,152
0.0% of portfolio›$4.5M
Merit Financial Group, LLC44,313
0.0% of portfolio›$4.4M
RFG Advisory, LLC43,849
0.1% of portfolio›$4.4M
Advus Financial Partners, LLC42,904
1.2% of portfolio›$4.3M
Watershed Private Wealth LLC42,775
1.2% of portfolio›$4.3M
Storen Legacy Partners, LLC42,372
1.2% of portfolio›$4.3M
Unique Wealth, LLC41,938
0.5% of portfolio›$4.2M
Claro Advisors Inc.40,995
0.4% of portfolio›$4.1M
Golden State Wealth Management, LLC40,714
0.4% of portfolio›$4.1M
Core Wealth Advisors, LLC40,112
3.0% of portfolio›$4.0M
McNaughton Wealth Management, LLC39,909
1.4% of portfolio›$4.0M
Simplicity Wealth,LLC39,835
0.1% of portfolio›$4.0M
Smartleaf Asset Management LLC38,631
0.1% of portfolio›$3.9M
Sovran Advisors, LLC38,383
0.3% of portfolio›$3.8M
Advisory Services Network, LLC38,237
0.0% of portfolio›$3.8M
Modus Advisors, LLC37,765
0.9% of portfolio›$3.8M
Bedminster, LLC37,108
3.2% of portfolio›$3.7M
Twin Peaks Wealth Advisors, LLC36,956
0.8% of portfolio›$3.7M
Integrated Wealth Concepts LLC35,986
0.0% of portfolio›$3.6M
Surience Private Wealth LLC35,460
3.1% of portfolio›$3.6M
Cornerstone Planning Group LLC34,856
0.4% of portfolio›$3.4M
Geneos Wealth Management Inc.34,559
0.1% of portfolio›$3.5M
LFA - Lugano Financial Advisors SA34,483
2.0% of portfolio›$3.4M
Systelligence, LLC34,459
0.6% of portfolio›$3.5M
Kestra Advisory Services, LLC34,325
0.0% of portfolio›$3.4M
Centurion Wealth Management LLC32,935
0.8% of portfolio›$3.3M
Polaris Investment Advisors, LLC32,500
2.1% of portfolio›$3.3M
SWP Financial LLC32,388
1.5% of portfolio›$3.3M
Fifth Third Bancorp31,855
0.0% of portfolio›$3.2M
Centerline Wealth Advisors, LLC31,175
1.0% of portfolio›$3.1M
5T Wealth, LLC31,082
1.2% of portfolio›$3.1M
HRT Financial LP30,772
0.0% of portfolio›$3.1M
Krilogy Financial LLC30,743
0.1% of portfolio›$3.1M
VestGen Advisors, LLC30,717
0.1% of portfolio›$3.1M
One Wealth Capital Management, LLC30,372
0.9% of portfolio›$3.0M
Vestmark Advisory Solutions, Inc.30,012
0.0% of portfolio›$3.0M
Baird Financial Group, Inc.29,936
0.0% of portfolio›$3.0M
Clarus Wealth Advisors29,717
1.1% of portfolio›$2.9M
Swmg, LLC29,673
0.7% of portfolio›$2.9M
Commonwealth Financial Services, LLC29,538
0.4% of portfolio›$3.0M
Csenge Advisory Group29,369
0.1% of portfolio›$2.9M
A4 Wealth Advisors LLC28,383
1.9% of portfolio›$2.8M
WealthShield Partners, LLC27,416
0.4% of portfolio›$2.8M
Elevation Point Wealth Partners, LLC27,314
0.1% of portfolio›$2.7M
Lansing Street Advisors26,968
0.6% of portfolio›$2.7M
Apollon Wealth Management, LLC26,929
0.0% of portfolio›$2.7M
Hoxton Planning & Management, LLC26,833
0.7% of portfolio›$2.7M
Heck Capital Advisors, LLC26,704
0.2% of portfolio›$2.7M
Integrated Advisors Network LLC26,328
0.1% of portfolio›$2.6M
Robbins Farley26,207
1.0% of portfolio›$2.6M
Cypress Wealth Services, LLC25,980
0.3% of portfolio›$2.6M
Rothschild Wealth LLC25,208
0.2% of portfolio›$2.5M
Cyndeo Wealth Partners, LLC25,040
0.1% of portfolio›$2.5M
Center For Asset Management LLC24,561
1.1% of portfolio›$2.5M
Focus Financial Network, Inc.24,452
0.1% of portfolio›$2.5M
Echo45 Advisors LLC24,145
1.3% of portfolio›$2.4M
Forte Asset Management LLC23,621
1.0% of portfolio›$2.4M
Able Wealth Management LLC23,503
0.5% of portfolio›$2.4M
Alterna Wealth Management, Inc23,353
1.3% of portfolio›$2.3M
Trustmark Bank Trust Department23,145
0.1% of portfolio›$2.3M
Venturi Wealth Management, LLC23,078
0.1% of portfolio›$2.3M
Horst & Graben Wealth Management LLC22,947
0.3% of portfolio›$2.3M
May Hill Capital, LLC22,705
0.5% of portfolio›$2.3M
Braun-Bostich & Associates Inc.22,488
1.3% of portfolio›$2.3M
Snowden Capital Advisors LLC22,434
0.1% of portfolio›$2.3M
Pinion Investment Advisors, LLC22,193
0.4% of portfolio›$2.2M
Hazlett, Burt & Watson, Inc.21,842
0.6% of portfolio›$1.7M
Collective Family Office LLC21,645
0.4% of portfolio›$2.2M
Values First Advisors, Inc.21,566
1.0% of portfolio›$2.2M
Etesian Wealth Advisors, Inc.19,768
0.6% of portfolio›$2.0M
Saxony Capital Management, LLC19,667
0.9% of portfolio›$2.0M
Beacon Bridge Wealth Partners, LLC19,618
0.6% of portfolio›$2.0M
Veltria Advisors Corp.19,603
3.0% of portfolio›$2.0M
Portfolio Resources Advisor Group, Inc.19,566
1.7% of portfolio›$2.0M
Avid Wealth Partners LLC19,421
0.9% of portfolio›$1.9M
Fermata Advisors, LLC19,353
0.4% of portfolio›$1.9M
Scarborough Advisors, LLC19,310
0.2% of portfolio›$1.9M
Traveka Wealth, LLC19,299
0.6% of portfolio›$1.9M
Leavell Investment Management, Inc.19,052
0.1% of portfolio›$1.9M
Checchi Capital Advisers, LLC18,593
0.1% of portfolio›$1.9M
Keebeck Wealth Management18,590
0.2% of portfolio›$1.9M
Composition Wealth, LLC18,556
0.0% of portfolio›$1.9M
Private Advisor Group, LLC17,796
0.0% of portfolio›$1.8M
Compass Financial Management LLC17,735
0.2% of portfolio›$1.8M
Spectrum Planning & Advisory Services Inc.17,295
0.8% of portfolio›$1.7M
Pathstone Holdings, LLC17,153
0.0% of portfolio›$1.7M
EQ LLC17,039
0.4% of portfolio›$1.7M
AE Wealth Management LLC16,990
0.0% of portfolio›$1.7M
Independent Financial Group, LLC16,929
0.0% of portfolio›$1.7M
LifePlan Investment Advisors, Inc.16,866
0.6% of portfolio›$1.7M
Integrity Advisory Solutions, LLC16,788
0.2% of portfolio›$1.7M
Carr Financial Group Corp16,634
0.4% of portfolio›$1.7M
Legacy Private Trust Co.16,531
0.1% of portfolio›$1.7M
Succession Financial, Inc.16,522
1.6% of portfolio›$1.7M
B. Riley Wealth Advisors, Inc.16,446
0.1% of portfolio›$1.7M
BCU Wealth Advisors, LLC16,338
0.5% of portfolio›$1.6M
Mercer Global Advisors Inc15,790
0.0% of portfolio›$1.6M
Kilter Group LLC15,727
0.6% of portfolio›$1.6M
Atlatl Advisers LLC15,637
0.4% of portfolio›$1.6M
PFG Investments, LLC15,483
0.1% of portfolio›$1.6M
Seeds Investor LLC15,232
0.2% of portfolio›$1.5M
Barnes Wealth Management Group, Inc15,172
0.7% of portfolio›$1.5M
Davis Wealth Advisors, LLC15,084
1.2% of portfolio›$1.5M
Lanark Financial, Inc.14,958
0.1% of portfolio›$1.5M
JT Stratford LLC14,919
0.2% of portfolio›$1.5M
Mendel Capital Management LLC14,871
0.7% of portfolio›$1.5M
J.M. Arbour, LLC14,763
1.3% of portfolio›$1.5M
Visionary Wealth Advisors14,718
0.1% of portfolio›$1.5M
Embree Financial Group14,188
0.1% of portfolio›$1.4M
Anderson Hoagland & Co14,044
0.1% of portfolio›$1.4M
First International Bank of Israel Ltd.13,919
0.4% of portfolio›$1.4M
Strategic Investment Advisors / MI13,880
0.1% of portfolio›$1.4M
CoreCap Advisors, LLC13,441
0.0% of portfolio›$1.3M
Cumberland Partners Ltd13,180
0.1% of portfolio›$1.3M
Cerity Partners LLC13,128
0.0% of portfolio›$1.3M
First Heartland Consultants, Inc.12,889
0.1% of portfolio›$1.3M
Regimen Wealth, LLC12,813
0.3% of portfolio›$1.3M
Capital Investment Management, Inc.12,766
0.4% of portfolio›$1.3M
OneDigital Investment Advisors LLC12,637
0.0% of portfolio›$1.3M
Two West Capital Advisors LLC12,582
0.6% of portfolio›$1.2M
WBH Advisory Inc12,406
0.1% of portfolio›$1.2M
WealthPoint Financial, LLC12,300
0.9% of portfolio›$1.2M
LexAurum Advisors, LLC12,042
0.1% of portfolio›$1.2M
AlTi Global, Inc.11,964
0.0% of portfolio›$1.2M
NerdWallet Wealth Partners, LLC11,961
0.4% of portfolio›$1.2M
Gilpin Wealth Management, LLC11,942
0.8% of portfolio›$1.2M
Strategic Financial Concepts, LLC11,882
0.4% of portfolio›$1.2M
Bank of Montreal11,872
0.0% of portfolio›$1.2M
JFS Wealth Advisors, LLC11,753
0.1% of portfolio›$1.2M
Ascent Group, LLC11,694
0.0% of portfolio›$1.2M
Absolute Capital Management, LLC11,476
0.3% of portfolio›$1.2M
Retirement Wealth Solutions LLC11,453
0.6% of portfolio›$1.1M
Kingsview Wealth Management, LLC11,428
0.0% of portfolio›$1.1M
Prosperity Bancshares Inc11,370
0.7% of portfolio›$1.1M
TritonPoint Partners, LLC11,182
0.1% of portfolio›$1.1M
Atlanta Consulting Group Advisors, LLC11,178
0.2% of portfolio›$1.1M
Harbour Investments, Inc.11,175
0.0% of portfolio›$1.1M
DecisionMap Wealth Management, LLC11,171
0.6% of portfolio›$1.1M
Tudor Investment Corp ET AL10,984
0.0% of portfolio›$1.1M
Sigma Planning Corp10,626
0.0% of portfolio›$1.1M
CCG Wealth Management, LLC10,569
0.2% of portfolio›$1.1M
MSH Capital Advisors LLC10,545
0.2% of portfolio›$1.1M
Strategic Investment Solutions, Inc.10,341
0.2% of portfolio›$1.0M
Ballast Rock Private Wealth LLC10,310
0.5% of portfolio›$1.0M
IFG Advisory, LLC10,115
0.0% of portfolio›$1.0M
O'shaughnessy Asset Management, LLC10,046
0.0% of portfolio›$1.0M
PFG Advisors9,949
0.1% of portfolio›$998.4K
Davenport & Co LLC9,762
0.0% of portfolio›$979.6K
Sovereign Financial Group, Inc.9,718
0.1% of portfolio›$975.2K
Oppenheimer & Co Inc9,685
0.0% of portfolio›$971.9K
Financial Partners Group, Inc9,677
0.1% of portfolio›$971.1K
Transamerica Financial Advisors, LLC9,627
0.1% of portfolio›$966.2K
Tower Research Capital LLC (TRC)9,618
0.0% of portfolio›$965.2K
Vision Retirement, LLC9,542
0.2% of portfolio›$957.6K
Great Valley Advisor Group, Inc.9,359
0.0% of portfolio›$939.4K
Advyzon Investment Management, LLC9,320
0.1% of portfolio›$935.3K
Unify Financial Advisors8,997
0.8% of portfolio›$902.8K
Titleist Asset Management, LLC8,860
0.1% of portfolio›$889.1K
Mirae Asset Global Investments Co., Ltd.8,621
0.0% of portfolio›$865.1K
Prime Capital Investment Advisors, LLC8,538
0.0% of portfolio›$856.8K
Arkadios Wealth Advisors8,524
0.0% of portfolio›$855.4K
Pettinga Financial Advisors LLC8,450
0.1% of portfolio›$847.9K
Verus Capital Partners, LLC8,424
0.0% of portfolio›$845.4K
Ashton Thomas Private Wealth, LLC8,401
0.0% of portfolio›$843.0K
Columbus Macro, LLC7,971
0.1% of portfolio›$799.8K
Spire Wealth Management7,961
0.0% of portfolio›$798.9K
Strategy Asset Managers LLC7,940
0.1% of portfolio›$796.8K
Retirement Management Systems Inc.7,854
0.2% of portfolio›$788.1K
Conrad Siegel Investment Advisors, Inc.7,765
0.1% of portfolio›$779.2K
Signature Estate & Investment Advisors LLC7,642
0.0% of portfolio›$766.9K
MCF Advisors LLC7,545
0.0% of portfolio›$757.1K
TFB Advisors LLC7,516
0.3% of portfolio›$754.2K
Yukon Wealth Management, Inc.7,445
0.2% of portfolio›$747.2K
Aspire Private Capital, LLC7,271
0.2% of portfolio›$729.7K
W Advisors, LLC7,267
0.3% of portfolio›$729.2K
Chatterton & Associates Inc.7,174
0.4% of portfolio›$707.0K
Balefire, LLC7,174
0.1% of portfolio›$719.9K
Kovack Advisors, Inc.6,966
0.0% of portfolio›$696.3K
J.W. Cole Advisors, Inc.6,915
0.0% of portfolio›$693.9K
Sequoia Financial Advisors, LLC6,897
0.0% of portfolio›$692.1K
Fairvoy Private Wealth, LLC6,794
0.1% of portfolio›$681.8K
Two Sigma Securities, LLC6,788
0.1% of portfolio›$681.2K
ASL Financial, LLC6,681
0.5% of portfolio›$670.4K
Regatta Capital Group, LLC6,676
0.1% of portfolio›$669.9K
JPL Wealth Management, LLC6,656
0.1% of portfolio›$667.9K
Western Wealth Management, LLC6,621
0.0% of portfolio›$664.5K
Waystone Advisors LLC6,544
0.5% of portfolio›$656.7K
BOS Asset Management, LLC6,507
0.2% of portfolio›$653.0K
Richmond Investment Services, LLC6,495
0.2% of portfolio›$651.8K
Triad Wealth Partners, LLC6,488
0.0% of portfolio›$626.2K
RHS Financial, LLC6,340
0.3% of portfolio›$636.2K
Camarda Financial Advisors, LLC6,331
0.2% of portfolio›$635.3K
Laurel OAK Wealth Management, LLC6,303
0.1% of portfolio›$632.5K
Avidian Wealth Enterprises, LLC6,131
0.0% of portfolio›$615.3K
Alteri Wealth LLC6,067
0.2% of portfolio›$608.8K
Keybank National Association6,055
0.0% of portfolio›$607.6K
Private Trust Co NA6,027
0.0% of portfolio›$604.8K
Avantra Family Wealth, Inc.5,990
0.4% of portfolio›$601.1K
Firethorn Wealth Partners, LLC5,990
0.2% of portfolio›$601.0K
Perigon Wealth Management, LLC5,946
0.0% of portfolio›$596.6K
Shelter Mutual Insurance Co5,868
0.1% of portfolio›$588.9K
Daymark Wealth Partners, LLC5,804
0.0% of portfolio›$582.4K
Blalock Williams, LLC5,791
0.4% of portfolio›$581.1K
Gilliland Jeter Wealth Management LLC5,724
0.2% of portfolio›$574.4K
Argent Trust Co5,709
0.0% of portfolio›$572.9K
Sanchez Gaunt Capital Management, LLC5,677
0.3% of portfolio›$569.7K
Plancorp, LLC5,659
0.0% of portfolio›$554.5K
Cary Street Partners Investment Advisory LLC5,648
0.1% of portfolio›$566.8K
TD Private Client Wealth LLC5,611
0.0% of portfolio›$563.1K
City Center Advisors, LLC5,564
0.5% of portfolio›$558.3K
Nuveen, LLC5,557
0.0% of portfolio›$557.6K
Alta Wealth Advisors LLC5,487
0.1% of portfolio›$550.6K
Arwa LLC5,445
0.2% of portfolio›$536.1K
Core Wealth Partners LLC5,422
0.2% of portfolio›$544.1K
Globalt Investments LLC / GA5,387
0.0% of portfolio›$540.6K
Betterment LLC5,345
0.0% of portfolio›$536.0K
GTS Securities LLC5,318
0.0% of portfolio›$533.7K
Keystone Financial Group5,257
0.0% of portfolio›$527.5K
Eastern Bank5,131
0.0% of portfolio›$514.9K
Madson Wealth Advisors Inc5,094
0.3% of portfolio›$511.1K
Parallel Advisors, LLC5,050
0.0% of portfolio›$506.8K
EFG International AG5,042
0.0% of portfolio›$506.0K
Inspire Advisors, LLC4,949
0.0% of portfolio›$496.0K
Mosley Wealth Management4,760
0.2% of portfolio›$477.7K
Blue Capital, Inc.4,726
0.3% of portfolio›$474.3K
Exit Wealth Advisors, Llc.4,691
0.2% of portfolio›$470.8K
W.H. Cornerstone Investments Inc.4,616
0.3% of portfolio›$463.2K
Beacon Pointe Advisors, LLC4,549
0.0% of portfolio›$456.5K
Hilltop Holdings Inc.4,540
0.0% of portfolio›$455.6K
Legacy Wealth Partners, LLC4,526
0.1% of portfolio›$454.2K
Waverly Advisors, LLC4,495
0.0% of portfolio›$451.1K
Kane Co Wealth Management, Inc.4,465
0.3% of portfolio›$448.1K
Confluence Wealth Services, Inc.4,461
0.0% of portfolio›$447.7K
BFC Planning, Inc.4,439
0.0% of portfolio›$445.4K
Koshinski Asset Management, Inc.4,427
0.0% of portfolio›$444.2K
LiftPoint Family Wealth Advisors LLC4,412
0.3% of portfolio›$442.7K
James Investment Research, Inc.4,410
0.0% of portfolio›$442.5K
Financial Life Advisors4,395
0.1% of portfolio›$441.0K
Nwam LLC4,386
0.0% of portfolio›$440.1K
Continuum Advisory, LLC4,379
0.0% of portfolio›$439.4K
Signal Advisors Wealth, LLC4,364
0.0% of portfolio›$437.9K
Cape Investment Advisory, Inc.4,308
0.1% of portfolio›$432.3K
Fiscal Wisdom Wealth Management, LLC4,308
0.4% of portfolio›$432.3K
World Equity Group, Inc.4,298
0.1% of portfolio›$431.3K
AQR Capital Management LLC4,284
0.0% of portfolio›$429.9K
Wedbush Securities Inc4,276
0.0% of portfolio›$429.0K
FMR LLC4,251
0.0% of portfolio›$426.6K
Zenith Solutions, Inc.4,243
0.4% of portfolio›$425.8K
Valtinson Bruner Financial Planning LLC4,241
0.1% of portfolio›$425.6K
Montecito Bank & Trust4,199
0.1% of portfolio›$421.4K
FAS Wealth Partners, Inc.4,110
0.0% of portfolio›$412.4K
VestGen Investment Management4,109
0.2% of portfolio›$412.3K
NorthRock Partners, LLC4,103
0.0% of portfolio›$411.7K
Advisors Capital Management, LLC4,099
0.0% of portfolio›$411.4K
Maripau Wealth Management LLC4,080
0.1% of portfolio›$409.2K
Mayflower Financial Advisors, LLC3,982
0.0% of portfolio›$399.6K
Northland Securities, Inc.3,927
0.2% of portfolio›$394.1K
One Wealth Advisors, LLC3,917
0.0% of portfolio›$393.1K
Summit Financial, LLC3,906
0.0% of portfolio›$391.9K
Sound Income Strategies, LLC3,895
0.0% of portfolio›$390.9K
SAX Wealth Advisors, LLC3,891
0.0% of portfolio›$391.9K
Whittier Trust Co3,884
0.0% of portfolio›$386.6K
Lifeworks Advisors, LLC3,880
0.0% of portfolio›$389.4K
Northern Trust Corp3,825
0.0% of portfolio›$383.8K
Vantus Wealth LLC3,762
0.2% of portfolio›$377.5K
PUREfi Wealth, LLC3,733
0.2% of portfolio›$374.6K
Tiaa-Cref Individual & Institutional Services, LLC3,691
0.0% of portfolio›$370.4K
Johnson Bixby & Associates, LLC3,683
0.0% of portfolio›$369.6K
Argyle Capital Partners, LLC3,680
0.2% of portfolio›$369.3K
Ausdal Financial Partners, Inc.3,637
0.0% of portfolio›$365.0K
Transcend Capital Advisors, LLC3,579
0.0% of portfolio›$359.2K
LongView Wealth Management3,537
0.1% of portfolio›$354.9K
Empirical Asset Management, LLC3,528
0.1% of portfolio›$354.0K
Patriot Financial Group Insurance Agency, LLC3,511
0.0% of portfolio›$352.3K
Lockerman Financial Group, Inc.3,504
0.5% of portfolio›$351.7K
Caliber Wealth Management, LLC / KS3,498
0.0% of portfolio›$351.0K
Mmbg Investment Advisors Co.3,488
0.0% of portfolio›$350.0K
Pinnacle Associates LTD3,472
0.0% of portfolio›$348.4K
Pinnacle Wealth Management Advisory Group, LLC3,472
0.0% of portfolio›$348.4K
BridgePort Financial Solutions, LLC3,463
0.1% of portfolio›$347.5K
PNC Financial Services Group, Inc.3,462
0.0% of portfolio›$347.4K
Cary Street Partners Financial LLC3,453
0.0% of portfolio›$346.5K
Silverlake Wealth Management LLC3,448
0.1% of portfolio›$346.0K
CRA Financial Services, LLC3,443
0.0% of portfolio›$345.5K
Xcelsior Advisor Partners LLC3,434
0.0% of portfolio›$344.6K
Moors & Cabot, Inc.3,376
0.0% of portfolio›$338.8K
Charles Schwab Trust Co3,345
0.0% of portfolio›$335.7K
Talisman Wealth Advisors LLC3,284
0.2% of portfolio›$329.5K
Spinnaker Investment Group, LLC3,219
0.1% of portfolio›$323.0K
Strathmore Capital Advisors, Inc.3,210
0.1% of portfolio›$313.9K
Flagship Harbor Advisors, LLC3,198
0.0% of portfolio›$320.9K
Raleigh Capital Management Inc.3,134
0.1% of portfolio›$314.5K
Savant Capital, LLC3,131
0.0% of portfolio›$314.1K
Lowe Brockenbrough & Co Inc3,130
0.0% of portfolio›$314.1K
ADE, LLC3,129
0.1% of portfolio›$313.9K
Perennial Investment Advisors, LLC3,127
0.0% of portfolio›$313.8K
SVB Wealth LLC3,088
0.0% of portfolio›$309.9K
StoneX Group Inc.3,079
0.0% of portfolio›$309.0K
BAM Wealth Management, LLC3,057
0.2% of portfolio›$306.8K
Legacy Edge Advisors, LLC3,038
0.0% of portfolio›$304.9K
Kingswood Wealth Advisors, LLC3,037
0.0% of portfolio›$304.8K
Midwest Professional Planners, Ltd.3,028
0.1% of portfolio›$303.8K
Frisch Financial Group, Inc.2,969
0.1% of portfolio›$297.9K
GeoWealth Management, LLC2,944
0.0% of portfolio›$295.5K
Semus Wealth Partners LLC2,940
0.1% of portfolio›$295.0K
Patron Partners, LLC2,909
0.1% of portfolio›$291.9K
Midwest Capital Advisors, LLC2,841
0.1% of portfolio›$285.1K
EverSource Wealth Advisors, LLC2,795
0.0% of portfolio›$280.4K
Client 1ST Advisory Group, LLC2,785
0.1% of portfolio›$279.5K
EP Wealth Advisors, LLC2,727
0.0% of portfolio›$273.7K
RCS Financial Planning, LLC2,702
0.1% of portfolio›$271.1K
Brookwood Investment Group LLC2,695
0.0% of portfolio›$270.4K
Stablepoint Partners, LLC2,659
0.0% of portfolio›$266.8K
Berthel, Fisher & Company Financial Services, Inc.2,616
0.0% of portfolio›$262.5K
Steelhead Wealth Management LLC2,599
0.1% of portfolio›$260.0K
Apeiron RIA LLC2,581
0.1% of portfolio›$259.0K
Hutchens & Kramer Investment Management Group, LLC2,566
0.1% of portfolio›$257.5K
One Day In July LLC2,532
0.0% of portfolio›$254.1K
GWN Securities Inc.2,527
0.0% of portfolio›$253.6K
Coldstream Capital Management Inc2,508
0.0% of portfolio›$251.7K
Kickstand Ventures, Llc.2,484
0.0% of portfolio›$249.3K
Resurgent Financial Advisors LLC2,461
0.1% of portfolio›$247.0K
Asempa Wealth Advisors2,457
0.2% of portfolio›$246.5K
Rossby Financial, LCC2,452
0.0% of portfolio›$246.1K
Nations Financial Group Inc,2,450
0.0% of portfolio›$246.0K
Curtis Wealth Management LLC2,415
0.2% of portfolio›$242.3K
Wealthgarden F.S. LLC2,412
0.1% of portfolio›$242.1K
Axim Planning & Wealth2,409
0.3% of portfolio›$241.7K
Revisor Wealth Management LLC2,393
0.1% of portfolio›$240.1K
Harbor Investment Advisory, LLC2,389
0.0% of portfolio›$239.7K
XY Planning Network, Inc.2,386
0.0% of portfolio›$239.4K
UBS Asset Management Americas LLC2,372
0.0% of portfolio›$238.0K
Cooper Financial Group2,344
0.0% of portfolio›$235.2K
Wells Financial Advisors Inc2,305
2.1% of portfolio›$231.3K
Vantage Point Financial LLC2,298
0.1% of portfolio›$230.6K
Advisory Solutions Group, LLC2,278
0.1% of portfolio›$228.6K
Hengehold Capital Management LLC2,241
0.0% of portfolio›$224.9K
Robertson Stephens Wealth Management, LLC2,219
0.0% of portfolio›$222.7K
D L Carlson Investment Group Inc2,215
0.0% of portfolio›$222.3K
Quartz Partners, LLC2,212
0.1% of portfolio›$222.0K
Coastal Bridge Advisors, LLC2,189
0.0% of portfolio›$219.6K
Paladin Partners, LLC2,158
0.1% of portfolio›$216.6K
Entelevest, LLC2,140
0.2% of portfolio›$214.7K
Sculati Wealth Management, LLC2,130
0.1% of portfolio›$210.2K
Aegis Wealth Management, Inc.2,126
0.1% of portfolio›$213.3K
Mosaic Family Wealth Partners, LLC2,100
0.0% of portfolio›$210.7K
Demars Financial Group, LLC2,093
0.1% of portfolio›$210.0K
Financial Engines Advisors L.L.C.2,078
0.0% of portfolio›$208.5K
Cassilly Financial Group LLC2,076
0.2% of portfolio›$208.3K
TSA Wealth Managment LLC2,048
0.1% of portfolio›$205.5K
Tyche Wealth Partners LLC2,028
0.0% of portfolio›$203.5K
Vicus Capital2,010
0.0% of portfolio›$201.7K
Moneta Group Investment Advisors LLC2,000
0.0% of portfolio›$200.7K
BankPlus Wealth Management LLC2,000
0.1% of portfolio›$200.7K
Independent Advisor Alliance1,998
0.0% of portfolio›$200.5K
Pflug Koory, LLC1,820
0.1% of portfolio›$182.6K
Capital Investment Counsel, Inc1,766
0.0% of portfolio›$177.2K
National Bank of Canada1,763
0.0% of portfolio›$176.9K
UMB Bank, n.a.1,509
0.0% of portfolio›$151.4K
IMA Advisory Services, Inc.1,496
0.0% of portfolio›$150.1K
Allworth Financial LP1,494
0.0% of portfolio›$150.0K
Parkside Financial Bank & Trust1,414
0.0% of portfolio›$141.9K
Capital Advisor Network LLC1,399
0.2% of portfolio›$140.4K
Centaurus Financial, Inc.1,353
0.0% of portfolio›$136.0K
New Republic Capital, LLC1,312
0.0% of portfolio›$131.7K
Blair William & Co1,186
0.0% of portfolio›$119.0K
International Assets Investment Management, LLC1,175
0.0% of portfolio›$117.0K
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,141
0.0% of portfolio›$114.5K
Arlington Trust Co LLC1,134
0.0% of portfolio›$113.8K
LifeSteps Financial, Inc.996
0.0% of portfolio›$99.9K
Park Place Capital Corp983
0.0% of portfolio›$98.6K
Islay Capital Management, LLC974
0.0% of portfolio›$97.7K
AdvisorNet Financial, Inc944
0.0% of portfolio›$94.8K
First Horizon Corp885
0.0% of portfolio›$88.8K
Creative Financial Designs Inc885
0.0% of portfolio›$88.8K
Tidemark, LLC873
0.0% of portfolio›$87.6K
Wellington Grp LLC869
0.0% of portfolio›$87.5K
Keating Financial Advisory Services, Inc.866
0.0% of portfolio›$86.9K
West Paces Advisors Inc.850
0.0% of portfolio›$85.3K
Tsfg, LLC829
0.0% of portfolio›$83.0K
Asset Planning,Inc800
0.1% of portfolio›$80.3K
Biltmore Family Office, LLC785
0.0% of portfolio›$78.8K
Ameriflex Group, Inc.729
0.0% of portfolio›$73.2K
Capital Investment Advisory Services, LLC644
0.0% of portfolio›$64.6K
Oakworth Capital, Inc.636
0.0% of portfolio›$63.3K
Aptus Capital Advisors, LLC594
0.0% of portfolio›$59.6K
Clean Yield Group530
0.0% of portfolio›$53.2K
Investors Portfolio Services LLC495
0.0% of portfolio›$49.7K
Signature Equity Partners, LLC474
0.0% of portfolio›$47.6K
First Command Advisory Services, Inc.450
0.0% of portfolio›$45.2K
Advocate Investing Services LLC364
0.0% of portfolio›$36.5K
Lloyd Advisory Services, Llc.346
0.0% of portfolio›$34.7K
Kerr Financial Planning Corp344
0.0% of portfolio›$34.5K
ST Germain D J Co Inc342
0.0% of portfolio›$34.3K
Larson Financial Group LLC339
0.0% of portfolio›$34.0K
Independence Bank of Kentucky336
0.0% of portfolio›$33.7K
Colonial Trust Co / SC313
0.0% of portfolio›$31.7K
Fiduciary Financial Advisors301
0.0% of portfolio›$30.2K
Qube Research & Technologies Ltd290
0.0% of portfolio›$29.1K
Huntington National Bank285
0.0% of portfolio›$28.6K
Caldwell Sutter Capital, Inc.279
0.0% of portfolio›$28.0K
Strategic Wealth Partners, Ltd.276
0.0% of portfolio›$27.7K
Covestor Ltd261
0.0% of portfolio›$26.0K
Financial Consulate, Inc246
0.0% of portfolio›$24.7K
Rogco, LP234
0.0% of portfolio›$23.5K
Central Trust Co198
0.0% of portfolio›$19.9K
Strive Financial Group,LLC197
0.0% of portfolio›$19.7K
Key Capital Management, Inc192
0.0% of portfolio›$19.3K
Nemes Rush Group LLC187
0.0% of portfolio›$18.8K
Reap Financial Group, LLC183
0.0% of portfolio›$18.4K
Cordant, Inc.178
0.0% of portfolio›$17.9K
Physician Wealth Advisors, Inc.162
0.0% of portfolio›$16.3K
Trust Co of Vermont162
0.0% of portfolio›$16.3K
ESL Trust Services, LLC160
0.0% of portfolio›$16.1K
SouthState Bank Corp155
0.0% of portfolio›$15.6K
Whittier Trust Co of Nevada Inc143
0.0% of portfolio›$14.1K
Fourth Dimension Wealth, LLC141
0.0% of portfolio›$14.1K
Archer Investment Corp120
0.0% of portfolio›$12.0K
Investors Research Corp117
0.0% of portfolio›$11.7K
Axiom Investment Management LLC117
0.0% of portfolio›$11.7K
Beaird Harris Wealth Management, LLC116
0.0% of portfolio›$11.6K
Trust Co of Toledo NA106
0.0% of portfolio›$10.6K
Clearstead Advisors, LLC104
0.0% of portfolio›$10.4K
Piscataqua Savings Bank94
0.0% of portfolio›$9.4K
Cullen T Bankers, Inc.90
0.0% of portfolio›$9.0K
MassMutual Private Wealth & Trust, FSB88
0.0% of portfolio›$8.8K
Richard W. Paul & Associates, LLC81
0.0% of portfolio›$8.1K
Pinnacle Wealth Planning Services, Inc.80
0.0% of portfolio›$8.0K
Hantz Financial Services, Inc.68
0.0% of portfolio›$7
Nfsg Corp68
0.0% of portfolio›$6.8K
Bravera Wealth65
0.0% of portfolio›$6.5K
Vanguard Advisers Inc63
0.0% of portfolio›$6.3K
Hilton Head Capital Partners, LLC61
0.0% of portfolio›$6.1K
Crewe Advisors LLC60
0.0% of portfolio›$6.0K
Silver Grove Financial Group, Inc.58
0.0% of portfolio›$5.8K
Evolution Wealth Management Inc.55
0.0% of portfolio›$5.5K
NBT Bank, N.A.53
0.0% of portfolio›$5.3K
Cordgrass Capital Advisors, LLC50
0.0% of portfolio›$5.0K
Kiker Wealth Management, LLC49
0.0% of portfolio›$4.9K
Hughes Financial Services, LLC47
0.0% of portfolio›$4.7K
Asset Dedication, LLC46
0.0% of portfolio›$4.6K
NorthAvenue LLC46
0.0% of portfolio›$4.6K
Sunrise Financial Services, LLC43
0.0% of portfolio›$4.3K
Indiana Trust & Investment Management Co41
0.0% of portfolio›$4.1K
Pittenger & Anderson Inc40
0.0% of portfolio›$4.0K
Horizon Investments, LLC40
0.0% of portfolio›$4.0K
Darwin Wealth Management, LLC39
0.0% of portfolio›$3.9K
Main Street Group, LTD39
0.0% of portfolio›$3.9K
First Bancorp, Inc39
0.0% of portfolio›$3.9K
Timbuktu Capital Management, LLC31
0.0% of portfolio›$3.1K
Ancora Advisors LLCA31
0.0% of portfolio›$3.1K
N.E.W. Advisory Services LLC23
0.0% of portfolio›$2.3K
Imprint Wealth LLC22
0.0% of portfolio›$2.2K
CGC Financial Services, LLC19
0.0% of portfolio›$1.9K
Tucker Asset Management LLC18
0.0% of portfolio›$1.8K
Atwood & Palmer Inc17
0.0% of portfolio›$1.7K
Financial Gravity Companies, Inc.15
0.0% of portfolio›$1.5K
SYM Financial Corp10
0.0% of portfolio›$1.0K
United Financial Planning Group LLC10
0.0% of portfolio›$1.0K
Addison Advisors LLC10
0.0% of portfolio›$1.0K
Register Financial Advisors LLC7
0.0% of portfolio›$702
Clearstead Trust, LLC5
0.0% of portfolio›$502
Glen Eagle Advisors, LLC5
0.0% of portfolio›$502
Prestige Wealth Management Group LLC5
0.0% of portfolio›$502
Dunhill Financial, LLC3
0.0% of portfolio›$301
Graney & King, LLC2
0.0% of portfolio›$203
Russell Investments Group, Ltd.2
0.0% of portfolio›$201
Lodestone Wealth Management LLC1
0.0% of portfolio›$114
StyleTurnoverLocationFiled
Envestnet Asset Management Inc
19,652,832$2.0B0.5%ETFLowBerwyn, PA2026-09-23
Forum Financial Management, LP
9,680,967$971.5M12.5%ETFLowLombard, IL2026-07-23
Bank of America Corp
7,056,628$708.1M0.0%CoreLowCharlotte, NC2026-08-14
LPL Financial LLC
6,711,248$673.5M0.2%IndexVery LowFort Mill, SC2026-08-07
BlackRock, Inc.
4,710,306$472.7M0.0%IndexVery LowNew York, NY2026-08-07
Morgan Stanley
3,540,643$355.3M0.0%CoreLowNew York, NY2026-08-13
JPMorgan Chase & Co
3,490,075$353.6M0.0%GrowthMediumNew York, NY2026-08-12
Truist Financial Corp
3,002,613$301.3M0.4%CoreLowCharlotte, NC2026-07-28
Ameriprise Financial Inc
2,455,071$246.0M0.0%CoreMediumMinneapolis, MN2026-08-14
Assetmark, Inc
2,446,904$245.5M0.4%ETFLowConcord, CA2026-07-30
Envestnet Portfolio Solutions, Inc.
2,288,353$229.6M1.1%ETFLowBerwyn, PA2026-09-23
Dynasty Wealth Management, LLC
2,050,071$205.7M1.5%ETFMediumSt. Petersburg, FL2026-08-13
Stifel Financial Corp
1,746,571$175.3M0.1%CoreLowSt. Louis, MO2026-08-12
Cetera Investment Advisers
1,662,099$166.8M0.2%IndexVery LowSchaumburg, IL2026-08-12
Wells Fargo & Company
1,660,729$166.7M0.0%CoreLowSan Francisco, CA2026-08-14
Mather Group, Llc.
1,537,777$154.3M1.3%ETFMediumChicago, IL2026-07-27
Park Avenue Securities LLC
1,367,082$137.2M0.9%ETFMediumNew York, NY2026-07-20
RiverFront Investment Group, LLC
1,324,932$133.0M1.8%ETFLowRichmond, VA2026-07-29
Janney Montgomery Scott LLC
1,220,050$122.4M0.2%CoreLowPhiladelphia, PA2026-08-05
MML Investors Services, LLC
1,192,620$119.7M0.2%IndexLowSpringfield, MA2026-08-07
Bank of New York Mellon Corp
1,110,583$111.4M0.0%CoreLowNew York, NY2026-08-06
NewEdge Advisors, LLC
931,209$93.4M0.3%CoreLowNew Orleans, LA2026-08-12
Destination Wealth Management
891,126$89.4M2.1%CoreVery LowWalnut Creek, CA2026-08-14
Hamilton Capital Partners, LLC
857,106$86.0M25.0%Agg GrowthHighAtlanta, GA2026-07-20
Benjamin Edwards Inc
836,231$83.9M0.8%CoreLowClayton, MO2026-07-24
Raymond James Financial Inc
809,038$81.2M0.0%IndexLowSt. Petersburg, FL2026-08-14
Quotient Wealth Partners, LLC
713,106$71.6M1.7%ETFMediumDallas, TX2026-08-03
First Citizens Bank & Trust Co
672,411$67.5M1.0%CoreMediumRaleigh, NC2026-07-13
Royal Bank of Canada
661,234$66.4M0.0%CoreLowToronto, Australia2026-08-14
OpenArc Corporate Advisory, LLC
608,861$61.1M0.7%CoreLowAtlanta, GA2026-08-05
Sanctuary Advisors, LLC
600,513$60.3M0.3%CoreLowIndianapolis, IN2026-08-13
Sagespring Wealth Partners, LLC
561,888$56.4M0.9%ETFLowFranklin, TN2026-08-03
Northwestern Mutual Wealth Management Co
518,894$52.1M0.0%IndexVery LowMilwaukee, WI2026-08-12
Cerity Partners Ocio LLC
504,136$50.6M2.6%ETFMediumNew York, NY2026-08-14
Commonwealth Equity Services, LLC
497,357$49.9M0.1%ETFLowWaltham, MA2026-07-29
UBS Group AG
492,146$49.4M0.0%CoreMediumZurich, Switzerland2026-08-13
Foundations Investment Advisors, LLC
484,379$48.6M0.5%ETFMediumPhoenix, AZ2026-08-14
United Capital Financial Advisors, LLC
456,877$45.8M0.3%ETFLowIrving, TX2026-08-17
MAI Capital Management
410,403$41.2M0.2%IndexVery LowIndependence, OH2026-08-14
Osaic Holdings, Inc.
393,343$39.5M0.0%IndexLowScottsdale, AZ2026-08-14
JB Capital LLC
371,123$37.2M1.3%ETFMediumWethersfield, CT2026-07-29
Confluence Investment Management LLC
335,581$33.7M0.5%ValueMediumSt. Louis, MO2026-07-01
Wealth Enhancement Advisory Services, LLC
298,343$29.4M0.0%CoreLowPlymouth, MN2026-07-15
Steward Partners Investment Advisory, LLC
282,330$28.3M0.1%CoreLowStamford, CT2026-08-13
US Bancorp \de\
277,047$27.8M0.0%CoreLowMinneapolis, MN2026-08-12
Watchman Group, Inc.
275,011$27.6M6.2%ETFLowPlano, TX2026-07-27
Banco Santander, S.A.
263,210$26.4M0.2%GARPLowMadrid, Ukraine2026-07-29
Thrivent Financial for Lutherans
262,174$26.4M0.0%CoreMediumMinneapolis, MN2026-08-14
Castleark Management LLC
258,432$25.9M0.7%GrowthHighChicago, IL2026-08-14
Rockefeller Capital Management L.P.
236,696$23.8M0.0%CoreLowNew York, NY2026-08-13
Cambridge Investment Research Advisors, Inc.
234,515$23.5M0.1%ETFLowFairfield, IA2026-07-30
Pinnacle Financial Partners, Inc.
222,202$22.3M0.2%CoreLowAtlanta, GA2026-08-14
CreativeOne Wealth, LLC
220,524$22.1M0.5%ETFMediumOverland Park, KS2026-08-13
Modern Wealth Management, LLC
215,420$21.6M0.3%ETFMediumKansas City, MO2026-08-14
Savvy Advisors, Inc.
207,915$20.9M0.4%IndexLowNew York, NY2026-08-03
Vise Technologies, Inc.
186,292$18.7M0.2%IndexLowNew York, NY2026-08-11
Summit Asset Management, LLC
177,429$17.8M2.3%ETFLowMemphis, TN2026-08-06
Arrow Financial Corp
176,255$17.7M1.6%ETFLowGlens Falls, NY2026-07-31
Jones Financial Companies Lllp
174,605$17.7M0.0%IndexLowDes Peres, MO2026-08-14
HighTower Advisors, LLC
173,929$17.5M0.0%IndexLowChicago, IL2026-08-26
MGO One Seven LLC
173,493$17.4M0.3%CoreLowBeachwood, OH2026-07-31
&partners
170,479$17.1M0.1%IndexVery LowNashville, TN2026-08-14
Goelzer Investment Management, Inc.
169,041$17.0M0.7%GrowthLowCarmel, IN2026-07-15
McKinley Carter Wealth Services, Inc.
166,474$16.7M0.9%ETFMediumWheeling, WV2026-07-28
Icon Wealth Advisors, LLC
159,156$16.0M1.0%GARPMediumHouston, TX2026-08-05
Atria Investments, Inc
158,818$15.9M0.2%CoreMediumCharlotte, NC2026-07-28
IHT Wealth Management, LLC
157,196$15.8M0.3%ETFMediumChicago, IL2026-08-14
Affinity Capital Advisors, LLC
156,580$15.6M1.9%ETFLowBerkeley, CA2026-07-08
Cascade Financial Partners, LLC
154,327$15.5M1.3%GrowthLowSan Diego, CA2026-08-04
Stone House Investment Management, LLC
149,866$15.0M2.0%ETFMediumTunkhannock, PA2026-08-05
NorthCoast Asset Management LLC
145,376$14.6M0.3%CoreMediumStamford, CT2026-08-12
Able Financial Group, LLC
145,297$14.6M2.4%ETFLowScottsdale, AZ2026-07-22
Keel Point, LLC
144,496$14.5M0.9%ETFLowHuntsville, AL2026-08-14
SteelPeak Wealth, LLC
137,143$13.8M0.4%GrowthHighWoodland Hills, CA2026-07-13
Kelly Financial Services LLC
131,731$13.2M2.8%ETFMediumBraintree, MA2026-07-14
Arvest Investments, Inc.
127,888$12.8M1.6%ETFLowLowell, AR2026-07-17
Trek Financial, LLC
126,225$12.7M0.6%ETFHighScottsdale, AZ2026-08-13
State Farm Mutual Automobile Insurance Co
124,705$12.5M0.0%CoreVery LowBloomington, IL2026-08-12
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
123,653$12.4M0.6%ETFMediumWestlake, OH2026-07-20
Net Worth Advisory Group
122,891$12.3M3.1%GARPMediumSandy, UT2026-07-14
Equitable Holdings, Inc.
121,351$12.2M0.1%ETFLowNew York, NY2026-08-17
Integrity Alliance, Llc.
111,572$11.2M0.4%ETFMediumUrbandale, IA2026-07-31
Goldman Sachs Group Inc
104,929$10.5M0.0%CoreMediumNew York, NY2026-08-14
Orion Porfolio Solutions, LLC
103,910$10.4M0.1%CoreLowOmaha, NE2026-08-14
MLG Wealth Management DBA Pine Grove Financial Group
103,271$10.4M1.0%ETFMediumWoodbury, MN2026-09-02
Avantax Planning Partners, Inc.
100,328$10.1M0.3%ETFLowDubuque, IA2026-07-28
Sharkey, Howes & Javer
100,084$10.0M1.2%ETFMediumDenver, CO2026-07-09
Concurrent Investment Advisors, LLC
95,603$9.6M0.1%CoreMediumTampa, FL2026-07-27
Flow Traders U.S. LLC
94,839$9.5M0.4%ETFVery HighNew York, NY2026-08-14
Harvest Portfolios Group Inc.
92,049$9.2M0.1%GrowthLowOakville, Australia2026-08-13
Liberty Wealth Management LLC
87,815$8.8M1.1%ETFVery LowOakland, CA2026-08-06
Evergreen Private Wealth LLC
84,245$8.5M3.1%CoreLowGreenwood Village, CO2026-07-23
Beacon Financial Group
82,784$8.3M0.8%ETFMediumDallas, TX2026-07-16
Farther Finance Advisors, LLC
82,579$8.3M0.1%IndexLowSan Francisco, CA2026-07-17
IFP Advisors, Inc
80,435$8.1M0.1%CoreLowTampa, FL2026-07-20
PAX Financial Group, LLC
77,515$7.8M1.2%ETFMediumSan Antonio, TX2026-08-05
Strategic Blueprint, LLC
76,682$7.7M0.4%ETFLowAtlanta, GA2026-07-23
Royal Fund Management, LLC
76,608$7.7M0.6%CoreMediumLady Lake, FL2026-07-20
Global Retirement Partners, LLC
75,318$7.6M0.1%CoreLowSan Rafael, CA2026-08-06
Creative Planning
74,293$7.5M0.0%IndexVery LowOverland Park, KS2026-08-13
Elevated Financial Group LLC
73,018$7.3M2.0%ETFMediumIndianapolis, IN2026-07-22
Brookstone Capital Management
72,686$7.3M0.1%ETFMediumWheaton, IL2026-07-15
Arax Advisory Partners
71,575$7.2M0.0%CoreHighNew York, NY2026-08-10
Angeles Wealth Management, LLC
70,568$7.1M0.3%ETFLowSanta Monica, CA2026-07-28
EWA, LLC
70,327$7.1M1.3%ETFMediumPittsburgh, PA2026-07-14
Keystone Financial Services
70,324$7.1M1.8%ETFMediumLoveland, CO2026-08-06
Scotia Capital Inc.
70,287$7.1M0.0%CoreLowToronto, Australia2026-08-11
Diversify Wealth Management, LLC
69,608$6.8M0.1%GrowthMediumSandy, UT2026-07-30
Diversify Advisory Services, LLC
69,608$6.8M0.1%GrowthLowSandy, UT2026-08-10
Principal Securities, Inc.
69,375$7.0M0.1%ETFLowDes Moines, IA2026-08-04
Mariner, LLC
68,842$6.9M0.0%GrowthLowOverland Park, KS2026-08-13
Capital Analysts, LLC
68,168$6.8M0.2%ETFLowFort Washington, PA2026-08-05
Stokes Family Office, LLC
67,450$6.8M0.8%CoreLowNew Orleans, LA2026-08-11
Invst, LLC
64,815$6.5M0.6%ETFMediumIndianapolis, IN2026-08-14
Prospera Financial Services Inc
63,693$6.4M0.1%CoreMediumDallas, TX2026-07-15
Regal Investment Advisors LLC
63,662$6.4M0.3%ETFLowKentwood, MI2026-08-14
Stratos Wealth Partners, Ltd.
63,590$6.4M0.1%ETFLowBeachwood, OH2026-08-11
Bay Harbor Wealth Management, LLC
61,156$6.1M1.4%ETFMediumHunt Valley, MD2026-07-28
World Investment Advisors
60,880$6.1M0.1%CoreLowLincroft, NJ2026-08-14
Legacy Financial Group LLC
60,819$6.1M0.7%ETFMediumDes Moines, IA2026-08-05
Captrust Financial Advisors
60,747$6.1M0.0%IndexLowRaleigh, NC2026-08-13
Goodman Advisory Group, LLC
59,660$6.0M1.4%GrowthHighNeedham, MA2026-08-12
Wealth Alliance, LLC
59,254$5.9M0.5%CoreMediumMellville, NY2026-08-11
Van Hulzen Asset Management, LLC
58,327$5.9M0.4%CoreMediumEl Dorado Hills, CA2026-08-13
HighPoint Advisor Group LLC
57,773$5.8M0.2%ETFLowDowners Grove, IL2026-08-05
Bcgm Wealth Management, LLC
57,319$5.8M1.2%ETFMediumLafayette, IN2026-08-04
One Advisory Partners, LLC
56,547$5.7M1.5%ETFMediumOverland Park, KS2026-07-21
Premier Path Wealth Partners, LLC
56,121$5.6M0.6%CoreMediumMadison, NJ2026-07-21
Cresta Advisors, Ltd.
55,108$5.5M2.0%ETFVery LowLaredo, TX2026-07-22
Blue Trust, Inc.
54,802$5.5M0.1%ETFLowBrentwood, TN2026-07-21
Kestra Private Wealth Services, LLC
53,737$5.4M0.1%GrowthLowAustin, TX2026-07-28
Focus Partners Wealth
53,550$5.4M0.0%CoreLowSt Louis, MO2026-08-12
Gateway Wealth Partners, LLC
52,789$5.3M0.3%ETFLowAppleton, WI2026-08-04
AlphaCore Capital LLC
52,137$5.2M0.1%ETFLowLa Jolla, CA2026-08-06
Fidelity D & D Bancorp Inc
51,989$5.2M1.8%ETFVery LowScranton, PA2026-08-06
Quadrature Capital Ltd
50,994$5.1M0.0%GARPVery HighLondon, United Kingdom2026-08-07
Migdal Insurance & Financial Holdings Ltd.
50,964$5.1M0.0%GrowthMediumPetach Tikva, Luxembourg2026-08-10
Ranch Capital Advisors Inc.
50,841$5.1M1.6%CoreVery LowSarasota, FL2026-08-03
Founders Financial Alliance, LLC
50,776$5.1M0.7%CoreLowRaleigh, NC2026-08-04
Susquehanna International Group, LLP
50,049$5.0M0.0%GrowthHighBala Cynwyd, PA2026-08-14
Cobblestone Asset Management LLC
49,589$5.0M2.1%ETFMediumRichmond, VA2026-07-21
Professional Financial Management, Inc.
49,059$4.9M5.0%ETFMediumAppleton, WI2026-07-15
SigFig Wealth Management, LLC
47,481$4.8M0.1%ETFLowSan Francisco, CA2026-07-07
WCG Wealth Advisors LLC
46,671$4.7M0.1%ETFMediumLas Vegas, NV2026-08-14
Shared Vision Wealth Group LLC
46,226$4.6M1.6%ETFMediumCarlsbad, United Kingdom2026-07-31
Endeavor Private Wealth, Inc.
46,078$4.6M1.1%ETFMediumTopeka, KS2026-08-14
Focus Advisor Solutions, LLC
45,718$4.6M0.0%ETFMediumSaint Louis, MO2026-08-06
Resolute Wealth Advisor, Inc.
45,370$4.6M2.6%ETFN/AFindlay, OH2026-08-19
Citigroup Inc
45,152$4.5M0.0%CoreMediumNew York, NY2026-08-03
Merit Financial Group, LLC
44,313$4.4M0.0%ETFLowAlpharetta, GA2026-07-20
RFG Advisory, LLC
43,849$4.4M0.1%ETFLowBirmingham, AL2026-07-15
Advus Financial Partners, LLC
42,904$4.3M1.2%ETFLowWinter Park, FL2026-10-02
Watershed Private Wealth LLC
42,775$4.3M1.2%ETFMediumOak Brook, IL2026-07-17
Storen Legacy Partners, LLC
42,372$4.3M1.2%ETFHighZionsville, IN2026-07-17
Unique Wealth, LLC
41,938$4.2M0.5%ETFMediumTampa, FL2026-07-21
Claro Advisors Inc.
40,995$4.1M0.4%CoreLowBoston, MA2026-07-30
Golden State Wealth Management, LLC
40,714$4.1M0.4%ETFMediumSanta Ana, CA2026-07-22
Core Wealth Advisors, LLC
40,112$4.0M3.0%ETFN/AIndianapolis, IN2026-08-04
McNaughton Wealth Management, LLC
39,909$4.0M1.4%ETFLowSan Diego, CA2026-07-07
Simplicity Wealth,LLC
39,835$4.0M0.1%ETFLowSummit, NJ2026-08-06
Smartleaf Asset Management LLC
38,631$3.9M0.1%IndexVery LowBoston, MA2026-08-12
Sovran Advisors, LLC
38,383$3.8M0.3%ETFMediumSan Diego, CA2026-07-30
Advisory Services Network, LLC
38,237$3.8M0.0%GrowthLowAtlanta, GA2026-08-12
Modus Advisors, LLC
37,765$3.8M0.9%GrowthLowExcelsior, MN2026-08-03
Bedminster, LLC
37,108$3.7M3.2%ETFMediumBluffton, SC2026-08-04
Twin Peaks Wealth Advisors, LLC
36,956$3.7M0.8%ETFMediumSan Francisco, CA2026-08-13
Integrated Wealth Concepts LLC
35,986$3.6M0.0%ETFLowWaltham, MA2026-09-09
Surience Private Wealth LLC
35,460$3.6M3.1%ETFVery HighYakima, WA2026-07-24
Cornerstone Planning Group LLC
34,856$3.4M0.4%ETFMediumFairfield, NJ2026-07-29
Geneos Wealth Management Inc.
34,559$3.5M0.1%ETFLowEnglewood, CO2026-08-06
LFA - Lugano Financial Advisors SA
34,483$3.4M2.0%ETFLowLugano, Switzerland2026-07-28
Systelligence, LLC
34,459$3.5M0.6%ETFHighBloomington, MN2026-07-14
Kestra Advisory Services, LLC
34,325$3.4M0.0%IndexLowAustin, TX2026-07-28
Centurion Wealth Management LLC
32,935$3.3M0.8%ETFMediumMclean, VA2026-07-09
Polaris Investment Advisors, LLC
32,500$3.3M2.1%ETFMediumFramingham, MA2026-07-09
SWP Financial LLC
32,388$3.3M1.5%ETFMediumEncinitas, CA2026-07-24
Fifth Third Bancorp
31,855$3.2M0.0%GrowthLowCincinnati, OH2026-08-05
Centerline Wealth Advisors, LLC
31,175$3.1M1.0%ETFHighLouisville, KY2026-07-17
5T Wealth, LLC
31,082$3.1M1.2%ETFLowNapa, CA2026-07-21
HRT Financial LP
30,772$3.1M0.0%GARPVery HighNew York, NY2026-08-14
Krilogy Financial LLC
30,743$3.1M0.1%GrowthLowSt. Louis, MO2026-07-27
VestGen Advisors, LLC
30,717$3.1M0.1%GrowthMediumChicago, IL2026-08-11
One Wealth Capital Management, LLC
30,372$3.0M0.9%GrowthMediumScottsdale, AZ2026-07-24
Vestmark Advisory Solutions, Inc.
30,012$3.0M0.0%ETFMediumWakefield, MA2026-08-14
Baird Financial Group, Inc.
29,936$3.0M0.0%CoreLowMilwaukee, WI2026-08-12
Clarus Wealth Advisors
29,717$2.9M1.1%ETFMediumPeoria, AZ2026-07-10
Swmg, LLC
29,673$2.9M0.7%ETFMediumFort Worth, TX2026-07-15
Commonwealth Financial Services, LLC
29,538$3.0M0.4%ETFMediumVienna, WV2026-07-15
Csenge Advisory Group
29,369$2.9M0.1%ETFMediumClearwater, FL2026-08-10
A4 Wealth Advisors LLC
28,383$2.8M1.9%ETFHighHuntersville, NC2026-07-28
WealthShield Partners, LLC
27,416$2.8M0.4%CoreMediumCary, NC2026-08-12
Elevation Point Wealth Partners, LLC
27,314$2.7M0.1%CoreMediumDenver, CO2026-08-12
Lansing Street Advisors
26,968$2.7M0.6%ETFLowAmbler, PA2026-07-24
Apollon Wealth Management, LLC
26,929$2.7M0.0%GrowthLowMount Pleasant, SC2026-07-23
Hoxton Planning & Management, LLC
26,833$2.7M0.7%ETFLowShepherdstown, WV2026-07-16
Heck Capital Advisors, LLC
26,704$2.7M0.2%ETFMediumRhinelander, WI2026-07-10
Integrated Advisors Network LLC
26,328$2.6M0.1%GrowthMediumDallas, TX2026-08-11
Robbins Farley
26,207$2.6M1.0%CoreMediumBedford, NH2026-07-23
Cypress Wealth Services, LLC
25,980$2.6M0.3%ETFLowPalm Desert, CA2026-07-13
Rothschild Wealth LLC
25,208$2.5M0.2%ETFMediumOak Brook, IL2026-08-11
Cyndeo Wealth Partners, LLC
25,040$2.5M0.1%CoreMediumSt. Petersburg, FL2026-07-21
Center For Asset Management LLC
24,561$2.5M1.1%ETFMediumPalm Beach Gardens, FL2026-07-27
Focus Financial Network, Inc.
24,452$2.5M0.1%ETFLowMinneapolis, MN2026-07-09
Echo45 Advisors LLC
24,145$2.4M1.3%ETFLowWalnut Creek, CA2026-07-13
Forte Asset Management LLC
23,621$2.4M1.0%ETFLowBedford, NY2026-07-21
Able Wealth Management LLC
23,503$2.4M0.5%ETFMediumToms River, NJ2026-07-29
Alterna Wealth Management, Inc
23,353$2.3M1.3%ETFMediumHouston, TX2026-07-16
Trustmark Bank Trust Department
23,145$2.3M0.1%ETFLowJackson, MS2026-08-12
Venturi Wealth Management, LLC
23,078$2.3M0.1%CoreMediumAustin, TX2026-07-20
Horst & Graben Wealth Management LLC
22,947$2.3M0.3%ETFMediumPortland, OR2026-07-22
May Hill Capital, LLC
22,705$2.3M0.5%ETFLowCohasset, MA2026-08-07
Braun-Bostich & Associates Inc.
22,488$2.3M1.3%ETFMediumCanonsburg, PA2026-07-24
Snowden Capital Advisors LLC
22,434$2.3M0.1%CoreLowNew York, NY2026-08-13
Pinion Investment Advisors, LLC
22,193$2.2M0.4%ETFLowWichita, KS2026-08-06
Hazlett, Burt & Watson, Inc.
21,842$1.7M0.6%CoreVery LowWheeling, WV2026-07-30
Collective Family Office LLC
21,645$2.2M0.4%ETFLowYork, PA2026-07-02
Values First Advisors, Inc.
21,566$2.2M1.0%CoreMediumJohnson City, TN2026-08-04
Etesian Wealth Advisors, Inc.
19,768$2.0M0.6%ETFLowWest Linn, OR2026-07-23
Saxony Capital Management, LLC
19,667$2.0M0.9%ETFMediumSt. Louis, MO2026-07-15
Beacon Bridge Wealth Partners, LLC
19,618$2.0M0.6%ETFLowLower Gwynedd, PA2026-08-05
Veltria Advisors Corp.
19,603$2.0M3.0%ETFMediumMiami, FL2026-08-14
Portfolio Resources Advisor Group, Inc.
19,566$2.0M1.7%ETFMediumCoral Gables, FL2026-07-29
Avid Wealth Partners LLC
19,421$1.9M0.9%ETFMediumSan Antonio, TX2026-08-03
Fermata Advisors, LLC
19,353$1.9M0.4%ETFLowSonoma, CA2026-07-07
Scarborough Advisors, LLC
19,310$1.9M0.2%ETFMediumAnnapolis, MD2026-07-21
Traveka Wealth, LLC
19,299$1.9M0.6%ETFLowLos Altos, CA2026-07-21
Leavell Investment Management, Inc.
19,052$1.9M0.1%GrowthLowMobile, AL2026-07-21
Checchi Capital Advisers, LLC
18,593$1.9M0.1%CoreLowBeverly Hills, CA2026-08-04
Keebeck Wealth Management
18,590$1.9M0.2%CoreMediumChicago, IL2026-08-11
Composition Wealth, LLC
18,556$1.9M0.0%ETFMediumLos Angeles, CA2026-07-22
Private Advisor Group, LLC
17,796$1.8M0.0%ETFMediumMorristown, NJ2026-07-27
Compass Financial Management LLC
17,735$1.8M0.2%CoreN/ATampa, FL2026-08-12
Spectrum Planning & Advisory Services Inc.
17,295$1.7M0.8%ETFMediumSan Diego, CA2026-07-14
Pathstone Holdings, LLC
17,153$1.7M0.0%IndexLowEnglewood, NJ2026-08-13
EQ LLC
17,039$1.7M0.4%ETFMediumBellevue, WA2026-07-23
AE Wealth Management LLC
16,990$1.7M0.0%CoreMediumTopeka, KS2026-08-03
Independent Financial Group, LLC
16,929$1.7M0.0%GrowthLowSan Diego, CA2026-07-15
LifePlan Investment Advisors, Inc.
16,866$1.7M0.6%ETFLowRaleigh, NC2026-08-11
Integrity Advisory Solutions, LLC
16,788$1.7M0.2%ETFMediumDallas, TX2026-07-31
Carr Financial Group Corp
16,634$1.7M0.4%ETFMediumWorcester, MA2026-08-06
Legacy Private Trust Co.
16,531$1.7M0.1%ETFLowNeenah, WI2026-07-21
Succession Financial, Inc.
16,522$1.7M1.6%ETFN/AMckinney, TX2026-08-07
B. Riley Wealth Advisors, Inc.
16,446$1.7M0.1%GrowthLowMemphis, TN2026-07-14
BCU Wealth Advisors, LLC
16,338$1.6M0.5%ETFLowVernon Hills, IL2026-07-14
Mercer Global Advisors Inc
15,790$1.6M0.0%IndexVery LowDenver, CO2026-08-19
Kilter Group LLC
15,727$1.6M0.6%ETFMediumRhinebeck, NY2026-08-11
Atlatl Advisers LLC
15,637$1.6M0.4%Agg GrowthHighMadison, WI2026-07-22
PFG Investments, LLC
15,483$1.6M0.1%CoreLowWoodbury, NY2026-07-23
Seeds Investor LLC
15,232$1.5M0.2%ETFLowNew York, NY2026-08-12
Barnes Wealth Management Group, Inc
15,172$1.5M0.7%ETFMediumBakersfield, CA2026-07-24
Davis Wealth Advisors, LLC
15,084$1.5M1.2%ETFMediumSalem, NH2026-08-14
Lanark Financial, Inc.
14,958$1.5M0.1%CoreMediumBirmingham, AL2026-07-21
JT Stratford LLC
14,919$1.5M0.2%CoreMediumGainesville, GA2026-08-14
Mendel Capital Management LLC
14,871$1.5M0.7%ETFVery LowLittle Rock, AR2026-07-21
J.M. Arbour, LLC
14,763$1.5M1.3%ValueMediumGardiner, ME2026-08-14
Visionary Wealth Advisors
14,718$1.5M0.1%CoreLowO'Fallon, IL2026-08-13
Embree Financial Group
14,188$1.4M0.1%ETFLowChicago, IL2026-07-15
Anderson Hoagland & Co
14,044$1.4M0.1%ETFLowSt Louis, MO2026-07-06
First International Bank of Israel Ltd.
13,919$1.4M0.4%ETFMediumTel Aviv, Luxembourg2026-08-12
Strategic Investment Advisors / MI
13,880$1.4M0.1%ETFHighFarmington Hills, MI2026-08-14
CoreCap Advisors, LLC
13,441$1.3M0.0%ETFMediumSouthfield, MI2026-07-06
Cumberland Partners Ltd
13,180$1.3M0.1%CoreMediumToronto, Australia2026-08-06
Cerity Partners LLC
13,128$1.3M0.0%IndexLowNew York, NY2026-08-14
First Heartland Consultants, Inc.
12,889$1.3M0.1%ETFMediumLake St. Louis, MO2026-07-08
Regimen Wealth, LLC
12,813$1.3M0.3%ETFMediumAtlanta, GA2026-08-05
Capital Investment Management, Inc.
12,766$1.3M0.4%ETFLowLees Summit, MO2026-07-16
OneDigital Investment Advisors LLC
12,637$1.3M0.0%ETFMediumOverland Park, KS2026-08-07
Two West Capital Advisors LLC
12,582$1.2M0.6%ETFLowOverland Park, KS2026-07-22
WBH Advisory Inc
12,406$1.2M0.1%ETFLowBaltimore, MD2026-08-05
WealthPoint Financial, LLC
12,300$1.2M0.9%ETFMediumCramerton, NC2026-08-06
LexAurum Advisors, LLC
12,042$1.2M0.1%ETFLowOverland Park, KS2026-07-15
AlTi Global, Inc.
11,964$1.2M0.0%ETFMediumNew York, NY2026-08-05
NerdWallet Wealth Partners, LLC
11,961$1.2M0.4%ETFLowNew York, NY2026-07-08
Gilpin Wealth Management, LLC
11,942$1.2M0.8%GrowthLowDenver, CO2026-07-24
Strategic Financial Concepts, LLC
11,882$1.2M0.4%ETFMediumSan Antonio, TX2026-07-28
Bank of Montreal
11,872$1.2M0.0%CoreMediumToronto, Australia2026-08-12
JFS Wealth Advisors, LLC
11,753$1.2M0.1%ETFVery LowHermitage, PA2026-07-10
Ascent Group, LLC
11,694$1.2M0.0%CoreLowVirginia Beach, VA2026-08-03
Absolute Capital Management, LLC
11,476$1.2M0.3%ETFMediumPittsburgh, PA2026-07-24
Retirement Wealth Solutions LLC
11,453$1.1M0.6%ETFLowMarshfield, WI2026-07-07
Kingsview Wealth Management, LLC
11,428$1.1M0.0%ETFMediumGrants Pass, OR2026-08-19
Prosperity Bancshares Inc
11,370$1.1M0.7%CoreLowHouston, TX2026-08-14
TritonPoint Partners, LLC
11,182$1.1M0.1%CoreMediumChevy Chase, MD2026-08-13
Atlanta Consulting Group Advisors, LLC
11,178$1.1M0.2%ETFVery LowAtlanta, GA2026-08-14
Harbour Investments, Inc.
11,175$1.1M0.0%ETFLowMadison, WI2026-08-12
DecisionMap Wealth Management, LLC
11,171$1.1M0.6%ETFLowGreat Falls, VA2026-07-21
Tudor Investment Corp ET AL
10,984$1.1M0.0%CoreHighStamford, CT2026-08-14
Sigma Planning Corp
10,626$1.1M0.0%CoreMediumAnn Arbor, MI2026-08-07
CCG Wealth Management, LLC
10,569$1.1M0.2%ETFLowSan Diego, CA2026-08-07
MSH Capital Advisors LLC
10,545$1.1M0.2%GrowthLowScottsdale, AZ2026-08-11
Strategic Investment Solutions, Inc.
10,341$1.0M0.2%ETFMediumOrland Park, IL2026-07-08
Ballast Rock Private Wealth LLC
10,310$1.0M0.5%ETFMediumCharleston, SC2026-08-10
IFG Advisory, LLC
10,115$1.0M0.0%ETFLowAtlanta, GA2026-08-14
O'shaughnessy Asset Management, LLC
10,046$1.0M0.0%CoreLowStamford, CT2026-08-13
PFG Advisors
9,949$998.4K0.1%ETFMediumPhoenix, AZ2026-07-16
Davenport & Co LLC
9,762$979.6K0.0%CoreMediumRichmond, VA2026-07-13
Sovereign Financial Group, Inc.
9,718$975.2K0.1%ETFLowStamford, CT2026-07-24
Oppenheimer & Co Inc
9,685$971.9K0.0%CoreLowNew York, NY2026-08-03
Financial Partners Group, Inc
9,677$971.1K0.1%ETFLowOverland Park, KS2026-07-23
Transamerica Financial Advisors, LLC
9,627$966.2K0.1%GrowthMediumCedar Rapids, IA2026-08-17
Tower Research Capital LLC (TRC)
9,618$965.2K0.0%GARPVery HighNew York, NY2026-08-11
Vision Retirement, LLC
9,542$957.6K0.2%GrowthLowRidgewood, NJ2026-07-21
Great Valley Advisor Group, Inc.
9,359$939.4K0.0%ETFLowWilmington, DE2026-08-10
Advyzon Investment Management, LLC
9,320$935.3K0.1%ETFMediumLisle, IL2026-08-14
Unify Financial Advisors
8,997$902.8K0.8%ETFMediumClearwater, FL2026-07-21
Titleist Asset Management, LLC
8,860$889.1K0.1%ETFLowSan Antonio, TX2026-07-20
Mirae Asset Global Investments Co., Ltd.
8,621$865.1K0.0%GrowthLowSeoul, Malaysia2026-07-22
Prime Capital Investment Advisors, LLC
8,538$856.8K0.0%ETFLowOverland Park, KS2026-08-05
Arkadios Wealth Advisors
8,524$855.4K0.0%CoreLowAtlanta, GA2026-08-10
Pettinga Financial Advisors LLC
8,450$847.9K0.1%ETFMediumEvansville, IN2026-07-09
Verus Capital Partners, LLC
8,424$845.4K0.0%Agg GrowthLowScottsdale, AZ2026-08-06
Ashton Thomas Private Wealth, LLC
8,401$843.0K0.0%CoreMediumScottsdale, AZ2026-07-29
Columbus Macro, LLC
7,971$799.8K0.1%YieldMediumNew Castle, PA2026-07-22
Spire Wealth Management
7,961$798.9K0.0%GrowthMediumMclean, VA2026-07-15
Strategy Asset Managers LLC
7,940$796.8K0.1%CoreLowPasadena, CA2026-08-14
Retirement Management Systems Inc.
7,854$788.1K0.2%ETFMediumStevensville, MD2026-07-21
Conrad Siegel Investment Advisors, Inc.
7,765$779.2K0.1%ETFLowHarrisburg, PA2026-07-17
Signature Estate & Investment Advisors LLC
7,642$766.9K0.0%ETFMediumLos Angeles, CA2026-07-14
MCF Advisors LLC
7,545$757.1K0.0%ETFLowLexington, KY2026-08-12
TFB Advisors LLC
7,516$754.2K0.3%ETFLowOverland Park, KS2026-08-06
Yukon Wealth Management, Inc.
7,445$747.2K0.2%ETFLowOverland Park, KS2026-08-17
Aspire Private Capital, LLC
7,271$729.7K0.2%ETFMediumCornelius, NC2026-07-15
W Advisors, LLC
7,267$729.2K0.3%CoreLowGermantown, TN2026-07-31
Chatterton & Associates Inc.
7,174$707.0K0.4%ETFMediumAnaheim, CA2026-07-14
Balefire, LLC
7,174$719.9K0.1%ETFMediumDallas, TX2026-07-07
Kovack Advisors, Inc.
6,966$696.3K0.0%CoreMediumFt. Lauderdale, FL2026-07-29
J.W. Cole Advisors, Inc.
6,915$693.9K0.0%CoreLowTampa, FL2026-07-21
Sequoia Financial Advisors, LLC
6,897$692.1K0.0%IndexVery LowAkron, OH2026-07-17
Fairvoy Private Wealth, LLC
6,794$681.8K0.1%GrowthMediumBirmingham, AL2026-07-17
Two Sigma Securities, LLC
6,788$681.2K0.1%ValueVery HighNew York, NY2026-08-14
ASL Financial, LLC
6,681$670.4K0.5%ETFVery LowLos Gatos, CA2026-07-21
Regatta Capital Group, LLC
6,676$669.9K0.1%ETFLowEl Segundo, CA2026-08-12
JPL Wealth Management, LLC
6,656$667.9K0.1%CoreMediumGreenwood Village, CO2026-08-14
Western Wealth Management, LLC
6,621$664.5K0.0%ETFLowGolden, CO2026-08-14
Waystone Advisors LLC
6,544$656.7K0.5%ETFLowRedmond, WA2026-07-16
BOS Asset Management, LLC
6,507$653.0K0.2%ETFLowSpringfield, IL2026-07-13
Richmond Investment Services, LLC
6,495$651.8K0.2%ETFLowMequon, WI2026-07-27
Triad Wealth Partners, LLC
6,488$626.2K0.0%ETFMediumLawrence, KS2026-08-10
RHS Financial, LLC
6,340$636.2K0.3%ETFMediumSan Francisco, CA2026-08-07
Camarda Financial Advisors, LLC
6,331$635.3K0.2%Agg GrowthHighFleming Island, FL2026-08-17
Laurel OAK Wealth Management, LLC
6,303$632.5K0.1%GrowthLowMarlton, NJ2026-07-21
Avidian Wealth Enterprises, LLC
6,131$615.3K0.0%ETFLowHouston, TX2026-07-24
Alteri Wealth LLC
6,067$608.8K0.2%GrowthLowWestlake Village, CA2026-07-29
Keybank National Association
6,055$607.6K0.0%CoreLowBrooklyn, OH2026-07-28
Private Trust Co NA
6,027$604.8K0.0%CoreLowCleveland, OH2026-07-28
Avantra Family Wealth, Inc.
5,990$601.1K0.4%CoreMediumMechanicsburg, PA2026-07-29
Firethorn Wealth Partners, LLC
5,990$601.0K0.2%ETFLowAugusta, GA2026-07-15
Perigon Wealth Management, LLC
5,946$596.6K0.0%GrowthLowSan Francisco, CA2026-08-07
Shelter Mutual Insurance Co
5,868$588.9K0.1%ValueVery LowColumbia, MO2026-08-11
Daymark Wealth Partners, LLC
5,804$582.4K0.0%CoreLowCincinnati, OH2026-07-31
Blalock Williams, LLC
5,791$581.1K0.4%GrowthMediumAlexander City, AL2026-08-07
Gilliland Jeter Wealth Management LLC
5,724$574.4K0.2%CoreVery LowLittle Rock, AR2026-07-29
Argent Trust Co
5,709$572.9K0.0%CoreLowNashville, TN2026-08-06
Sanchez Gaunt Capital Management, LLC
5,677$569.7K0.3%ETFMediumReno, NV2026-08-14
Plancorp, LLC
5,659$554.5K0.0%ETFLowSaint Louis, MO2026-07-14
Cary Street Partners Investment Advisory LLC
5,648$566.8K0.1%CoreLowRichmond, VA2026-07-17
TD Private Client Wealth LLC
5,611$563.1K0.0%ETFLowNew York, NY2026-08-04
City Center Advisors, LLC
5,564$558.3K0.5%ETFMediumTroy, MI2026-07-07
Nuveen, LLC
5,557$557.6K0.0%CoreLowCharlotte, NC2026-08-11
Alta Wealth Advisors LLC
5,487$550.6K0.1%MomentumLowWoburn, MA2026-07-30
Arwa LLC
5,445$536.1K0.2%ETFMediumFort Worth, TX2026-07-24
Core Wealth Partners LLC
5,422$544.1K0.2%GrowthLowSanta Rosa, CA2026-07-17
Globalt Investments LLC / GA
5,387$540.6K0.0%ETFLowAtlanta, GA2026-08-11
Betterment LLC
5,345$536.0K0.0%ETFVery LowNew York, NY2026-08-14
GTS Securities LLC
5,318$533.7K0.0%ETFVery HighNew York, NY2026-08-14
Keystone Financial Group
5,257$527.5K0.0%GrowthMediumLexington, KY2026-07-29
Eastern Bank
5,131$514.9K0.0%GrowthMediumBoston, MA2026-07-01
Madson Wealth Advisors Inc
5,094$511.1K0.3%ETFLowSanta Rosa, CA2026-07-21
Parallel Advisors, LLC
5,050$506.8K0.0%GrowthLowSan Francisco, CA2026-08-05
EFG International AG
5,042$506.0K0.0%GrowthMediumZurich, Switzerland2026-08-14
Inspire Advisors, LLC
4,949$496.0K0.0%ETFMediumMeridian, ID2026-08-13
Mosley Wealth Management
4,760$477.7K0.2%ETFHighAnaheim, CA2026-07-23
Blue Capital, Inc.
4,726$474.3K0.3%CoreHighOmaha, NE2026-08-11
Exit Wealth Advisors, Llc.
4,691$470.8K0.2%GrowthHighAtlanta, GA2026-08-11
W.H. Cornerstone Investments Inc.
4,616$463.2K0.3%CoreMediumKingston, MA2026-08-07
Beacon Pointe Advisors, LLC
4,549$456.5K0.0%ETFLowNewport Beach, CA2026-08-18
Hilltop Holdings Inc.
4,540$455.6K0.0%CoreMediumDallas, TX2026-08-13
Legacy Wealth Partners, LLC
4,526$454.2K0.1%ETFHighLakewood, CO2026-07-22
Waverly Advisors, LLC
4,495$451.1K0.0%IndexLowBirmingham, AL2026-08-14
Kane Co Wealth Management, Inc.
4,465$448.1K0.3%ETFLowJohnston, IA2026-07-28
Confluence Wealth Services, Inc.
4,461$447.7K0.0%ETFLowMcmurray, PA2026-07-22
BFC Planning, Inc.
4,439$445.4K0.0%N/AN/ACedar Rapids, IA2026-10-29
Koshinski Asset Management, Inc.
4,427$444.2K0.0%ETFLowDecatur, IL2026-07-27
LiftPoint Family Wealth Advisors LLC
4,412$442.7K0.3%ETFMediumFar Hills, NJ2026-08-05
James Investment Research, Inc.
4,410$442.5K0.0%GARPLowAlpha, OH2026-07-24
Financial Life Advisors
4,395$441.0K0.1%ETFLowSan Antonio, TX2026-07-28
Nwam LLC
4,386$440.1K0.0%GrowthLowMercer Island, WA2026-07-23
Continuum Advisory, LLC
4,379$439.4K0.0%CoreLowEagle, ID2026-08-06
Signal Advisors Wealth, LLC
4,364$437.9K0.0%ETFLowDetroit, MI2026-08-04
Cape Investment Advisory, Inc.
4,308$432.3K0.1%ETFLowMcdonough, GA2026-07-23
Fiscal Wisdom Wealth Management, LLC
4,308$432.3K0.4%ETFMediumCanton, CT2026-07-21
World Equity Group, Inc.
4,298$431.3K0.1%GrowthMediumSchaumburg, IL2026-07-09
AQR Capital Management LLC
4,284$429.9K0.0%ValueMediumGreenwich, CT2026-08-14
Wedbush Securities Inc
4,276$429.0K0.0%CoreLowPasadena, CA2026-07-28
FMR LLC
4,251$426.6K0.0%GrowthMediumBoston, MA2026-08-13
Zenith Solutions, Inc.
4,243$425.8K0.4%ETFN/APhiladelphia, PA2026-08-03
Valtinson Bruner Financial Planning LLC
4,241$425.6K0.1%ETFLowNew Brighton, MN2026-08-03
Montecito Bank & Trust
4,199$421.4K0.1%GrowthVery LowSanta Barbara, CA2026-07-16
FAS Wealth Partners, Inc.
4,110$412.4K0.0%ETFVery LowLeawood, KS2026-07-29
VestGen Investment Management
4,109$412.3K0.2%GrowthHighEgg Harbor Township, NJ2026-07-31
NorthRock Partners, LLC
4,103$411.7K0.0%ETFLowMinneapolis, MN2026-08-11
Advisors Capital Management, LLC
4,099$411.4K0.0%CoreLowRidgewood, NJ2026-08-11
Maripau Wealth Management LLC
4,080$409.2K0.1%ETFLowFort Wayne, IN2026-08-11
Mayflower Financial Advisors, LLC
3,982$399.6K0.0%ValueLowBoston, MA2026-07-09
Northland Securities, Inc.
3,927$394.1K0.2%ETFLowMinneapolis, MN2026-08-04
One Wealth Advisors, LLC
3,917$393.1K0.0%ETFMediumSan Francisco, CA2026-08-06
Summit Financial, LLC
3,906$391.9K0.0%ETFLowParsippany, NJ2026-08-12
Sound Income Strategies, LLC
3,895$390.9K0.0%YieldMediumFt Lauderdale, FL2026-07-20
SAX Wealth Advisors, LLC
3,891$391.9K0.0%ETFVery LowParsippany, NJ2026-07-09
Whittier Trust Co
3,884$386.6K0.0%GrowthLowSouth Pasadena, CA2026-07-28
Lifeworks Advisors, LLC
3,880$389.4K0.0%CoreMediumGrand Rapids, MI2026-08-14
Northern Trust Corp
3,825$383.8K0.0%IndexVery LowChicago, IL2026-08-13
Vantus Wealth LLC
3,762$377.5K0.2%CoreN/ALancaster, PA2026-08-07
PUREfi Wealth, LLC
3,733$374.6K0.2%GrowthMediumBoston, MA2026-07-27
Tiaa-Cref Individual & Institutional Services, LLC
3,691$370.4K0.0%ETFN/ACharlotte, NC2026-08-10
Johnson Bixby & Associates, LLC
3,683$369.6K0.0%ETFMediumVancouver, WA2026-07-16
Argyle Capital Partners, LLC
3,680$369.3K0.2%CoreLowLos Angeles, CA2026-08-07
Ausdal Financial Partners, Inc.
3,637$365.0K0.0%ETFMediumDavenport, IA2026-08-14
Transcend Capital Advisors, LLC
3,579$359.2K0.0%CoreLowMadison, NJ2026-08-04
LongView Wealth Management
3,537$354.9K0.1%ETFLowAtlanta, GA2026-07-17
Empirical Asset Management, LLC
3,528$354.0K0.1%CoreMediumWellesley, MA2026-08-10
Patriot Financial Group Insurance Agency, LLC
3,511$352.3K0.0%CoreLowWalpole, MA2026-07-16
Lockerman Financial Group, Inc.
3,504$351.7K0.5%ETFMediumNewport Beach, CA2026-07-16
Caliber Wealth Management, LLC / KS
3,498$351.0K0.0%ETFLowOverland Park, KS2026-07-22
Mmbg Investment Advisors Co.
3,488$350.0K0.0%GrowthLowMiami, FL2026-08-10
Pinnacle Associates LTD
3,472$348.4K0.0%CoreLowNew York, NY2026-08-03
Pinnacle Wealth Management Advisory Group, LLC
3,472$348.4K0.0%CoreLowRed Bank, NJ2026-08-05
BridgePort Financial Solutions, LLC
3,463$347.5K0.1%ETFLowFairfield, IA2026-07-24
PNC Financial Services Group, Inc.
3,462$347.4K0.0%GrowthVery LowPittsburgh, PA2026-08-07
Cary Street Partners Financial LLC
3,453$346.5K0.0%CoreLowRichmond, VA2026-07-17
Silverlake Wealth Management LLC
3,448$346.0K0.1%ETFLowWilliston, VT2026-08-06
CRA Financial Services, LLC
3,443$345.5K0.0%ETFVery LowNorthfield, NJ2026-07-24
Xcelsior Advisor Partners LLC
3,434$344.6K0.0%CoreVery LowScottsdale, AZ2026-08-14
Moors & Cabot, Inc.
3,376$338.8K0.0%CoreLowBoston, MA2026-08-10
Charles Schwab Trust Co
3,345$335.7K0.0%ETFLowHenderson, NV2026-07-10
Talisman Wealth Advisors LLC
3,284$329.5K0.2%GrowthHighMountainside, NJ2026-08-14
Spinnaker Investment Group, LLC
3,219$323.0K0.1%ETFLowNewport Beach, CA2026-07-10
Strathmore Capital Advisors, Inc.
3,210$313.9K0.1%ETFLowCharlotte, NC2026-08-10
Flagship Harbor Advisors, LLC
3,198$320.9K0.0%ETFMediumBoston, MA2026-07-22
Raleigh Capital Management Inc.
3,134$314.5K0.1%CoreMediumCary, NC2026-07-21
Savant Capital, LLC
3,131$314.1K0.0%ETFLowRockford, IL2026-08-10
Lowe Brockenbrough & Co Inc
3,130$314.1K0.0%CoreLowRichmond, VA2026-08-03
ADE, LLC
3,129$313.9K0.1%ETFLowBaltimore, MD2026-08-04
Perennial Investment Advisors, LLC
3,127$313.8K0.0%ETFLowLos Angeles, CA2026-08-14
SVB Wealth LLC
3,088$309.9K0.0%CoreLowBoston, MA2026-07-17
StoneX Group Inc.
3,079$309.0K0.0%ETFMediumNew York, NY2026-08-12
BAM Wealth Management, LLC
3,057$306.8K0.2%ETFHighLakewood, CO2026-07-14
Legacy Edge Advisors, LLC
3,038$304.9K0.0%ETFLowSyosset, NY2026-08-11
Kingswood Wealth Advisors, LLC
3,037$304.8K0.0%GrowthLowSan Diego, CA2026-07-27
Midwest Professional Planners, Ltd.
3,028$303.8K0.1%GrowthMediumWausau, WI2026-08-05
Frisch Financial Group, Inc.
2,969$297.9K0.1%ETFMediumMelville, NY2026-08-14
GeoWealth Management, LLC
2,944$295.5K0.0%ETFMediumChicago, IL2026-07-30
Semus Wealth Partners LLC
2,940$295.0K0.1%GrowthLowBoca Raton, FL2026-08-10
Patron Partners, LLC
2,909$291.9K0.1%CoreLowHouston, TX2026-08-11
Midwest Capital Advisors, LLC
2,841$285.1K0.1%ETFHighGrand Rapids, MI2026-07-28
EverSource Wealth Advisors, LLC
2,795$280.4K0.0%CoreMediumBirmingham, AL2026-07-24
Client 1ST Advisory Group, LLC
2,785$279.5K0.1%ETFVery LowDunedin, FL2026-07-13
EP Wealth Advisors, LLC
2,727$273.7K0.0%ETFLowTorrance, CA2026-08-12
RCS Financial Planning, LLC
2,702$271.1K0.1%ETFMediumAnnapolis, MD2026-07-22
Brookwood Investment Group LLC
2,695$270.4K0.0%GrowthHighPhoenix, AZ2026-07-23
Stablepoint Partners, LLC
2,659$266.8K0.0%CoreLowBraintree, MA2026-07-09
Berthel, Fisher & Company Financial Services, Inc.
2,616$262.5K0.0%N/AN/ACedar Rapids, IA2026-10-30
Steelhead Wealth Management LLC
2,599$260.0K0.1%ETFN/AGlen Allen, VA2026-08-14
Apeiron RIA LLC
2,581$259.0K0.1%ETFMediumDallas, TX2026-07-16
Hutchens & Kramer Investment Management Group, LLC
2,566$257.5K0.1%ETFLowIndianapolis, IN2026-07-09
One Day In July LLC
2,532$254.1K0.0%ETFVery LowBurlington, VT2026-08-03
GWN Securities Inc.
2,527$253.6K0.0%CoreMediumPalm Beach Gardens, FL2026-08-05
Coldstream Capital Management Inc
2,508$251.7K0.0%CoreMediumBellevue, WA2026-08-14
Kickstand Ventures, Llc.
2,484$249.3K0.0%ETFMediumPittsford, NY2026-07-30
Resurgent Financial Advisors LLC
2,461$247.0K0.1%GrowthMediumAtlanta, GA2026-08-14
Asempa Wealth Advisors
2,457$246.5K0.2%ETFLowBaton Rouge, LA2026-07-13
Rossby Financial, LCC
2,452$246.1K0.0%ETFMediumMelbourne, FL2026-08-04
Nations Financial Group Inc,
2,450$246.0K0.0%CoreLowCedar Rapids, IA2026-07-23
Curtis Wealth Management LLC
2,415$242.3K0.2%ETFHighHenderson, NV2026-08-03
Wealthgarden F.S. LLC
2,412$242.1K0.1%ETFMediumEl Segundo, CA2026-07-31
Axim Planning & Wealth
2,409$241.7K0.3%Deep ValueLowSpringboro, OH2026-08-14
Revisor Wealth Management LLC
2,393$240.1K0.1%CoreLowAkron, OH2026-07-22
Harbor Investment Advisory, LLC
2,389$239.7K0.0%CoreLowLutherville, MD2026-07-07
XY Planning Network, Inc.
2,386$239.4K0.0%ETFLowBozeman, MT2026-07-15
UBS Asset Management Americas LLC
2,372$238.0K0.0%GrowthLowNew York, NY2026-08-13
Cooper Financial Group
2,344$235.2K0.0%GrowthMediumIrvine, CA2026-07-08
Wells Financial Advisors Inc
2,305$231.3K2.1%ETFVery LowFramingham, MA2026-07-23
Vantage Point Financial LLC
2,298$230.6K0.1%ETFLowLisle, IL2026-08-14
Advisory Solutions Group, LLC
2,278$228.6K0.1%ETFN/APlymouth, MN2026-07-29
Hengehold Capital Management LLC
2,241$224.9K0.0%ETFLowCincinnati, OH2026-07-16
Robertson Stephens Wealth Management, LLC
2,219$222.7K0.0%ETFMediumSan Francisco, CA2026-07-29
D L Carlson Investment Group Inc
2,215$222.3K0.0%GrowthMediumConcord, NH2026-08-11
Quartz Partners, LLC
2,212$222.0K0.1%GARPMediumSaratoga Springs, NY2026-08-10
Coastal Bridge Advisors, LLC
2,189$219.6K0.0%CoreLowWestport, CT2026-08-17
Paladin Partners, LLC
2,158$216.6K0.1%ETFVery LowHartland, WI2026-08-07
Entelevest, LLC
2,140$214.7K0.2%ETFMediumCoral Gables, FL2026-07-22
Sculati Wealth Management, LLC
2,130$210.2K0.1%CoreLowBloomfield Hills, MI2026-07-21
Aegis Wealth Management, Inc.
2,126$213.3K0.1%ETFMediumGuthrie Center, IA2026-07-16
Mosaic Family Wealth Partners, LLC
2,100$210.7K0.0%ETFVery LowSt. Louis, MO2026-08-05
Demars Financial Group, LLC
2,093$210.0K0.1%ETFLowSpokane Valley, WA2026-07-21
Financial Engines Advisors L.L.C.
2,078$208.5K0.0%ETFVery LowSanta Clara, CA2026-08-14
Cassilly Financial Group LLC
2,076$208.3K0.2%ETFLowSeverna Park, MD2026-07-15
TSA Wealth Managment LLC
2,048$205.5K0.1%ETFMediumHouston, TX2026-08-03
Tyche Wealth Partners LLC
2,028$203.5K0.0%CoreLowPlano, TX2026-08-06
Vicus Capital
2,010$201.7K0.0%ETFMediumState College, PA2026-08-05
Moneta Group Investment Advisors LLC
2,000$200.7K0.0%IndexVery LowSt Louis, MO2026-08-14
BankPlus Wealth Management LLC
2,000$200.7K0.1%ETFLowJackson, MS2026-07-20
Independent Advisor Alliance
1,998$200.5K0.0%CoreLowCharlotte, NC2026-08-12
Pflug Koory, LLC
1,820$182.6K0.1%CoreVery LowOmaha, NE2026-07-21
Capital Investment Counsel, Inc
1,766$177.2K0.0%GrowthVery LowRaleigh, NC2026-07-27
National Bank of Canada
1,763$176.9K0.0%CoreMediumMontreal, Austria2026-08-10
UMB Bank, n.a.
1,509$151.4K0.0%CoreLowKansas City, MO2026-08-13
IMA Advisory Services, Inc.
1,496$150.1K0.0%ETFLowDenver, CO2026-08-10
Allworth Financial LP
1,494$150.0K0.0%ETFLowFolsom, CA2026-08-11
Parkside Financial Bank & Trust
1,414$141.9K0.0%CoreVery LowSaint Louis, MO2026-09-04
Capital Advisor Network LLC
1,399$140.4K0.2%ETFN/ALafayette, IN2026-08-13
Centaurus Financial, Inc.
1,353$136.0K0.0%GrowthMediumAnaheim, CA2026-08-17
New Republic Capital, LLC
1,312$131.7K0.0%CoreMediumCharlotte, NC2026-07-31
Blair William & Co
1,186$119.0K0.0%MomentumLowChicago, IL2026-08-11
International Assets Investment Management, LLC
1,175$117.0K0.0%GrowthMediumOrlando, FL2026-07-22
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
1,141$114.5K0.0%GrowthMediumFrankfurt Am Main, Hong Kong2026-08-14
Arlington Trust Co LLC
1,134$113.8K0.0%ETFMediumBirmingham, AL2026-07-07
LifeSteps Financial, Inc.
996$99.9K0.0%ETFLowClaremont, CA2026-07-17
Park Place Capital Corp
983$98.6K0.0%CoreLowHomewood, AL2026-08-14
Islay Capital Management, LLC
974$97.7K0.0%ETFMediumLubbock, TX2026-08-13
AdvisorNet Financial, Inc
944$94.8K0.0%ETFLowMinnetonka, MN2026-07-23
First Horizon Corp
885$88.8K0.0%CoreLowMemphis, TN2026-07-20
Creative Financial Designs Inc
885$88.8K0.0%ETFMediumKokomo, IN2026-07-28
Tidemark, LLC
873$87.6K0.0%ETFMediumSan Diego, CA2026-08-10
Wellington Grp LLC
869$87.5K0.0%GrowthMediumIndianapolis, IN2026-08-26
Keating Financial Advisory Services, Inc.
866$86.9K0.0%GrowthMediumManhattan, KS2026-08-11
West Paces Advisors Inc.
850$85.3K0.0%ETFLowAtlanta, GA2026-07-20
Tsfg, LLC
829$83.0K0.0%ETFLowLake Forest, IL2026-07-23
Asset Planning,Inc
800$80.3K0.1%CoreVery LowLos Alamitos, CA2026-07-27
Biltmore Family Office, LLC
785$78.8K0.0%GrowthLowCharlotte, NC2026-08-12
Ameriflex Group, Inc.
729$73.2K0.0%CoreMediumLas Vegas, NV2026-08-14
Capital Investment Advisory Services, LLC
644$64.6K0.0%CoreMediumRaleigh, NC2026-07-23
Oakworth Capital, Inc.
636$63.3K0.0%ETFLowBirmingham, AL2026-07-22
Aptus Capital Advisors, LLC
594$59.6K0.0%CoreLowFairhope, AL2026-08-12
Clean Yield Group
530$53.2K0.0%CoreLowNorwich, VT2026-08-05
Investors Portfolio Services LLC
495$49.7K0.0%ETFHighPuyallup, WA2026-08-14
Signature Equity Partners, LLC
474$47.6K0.0%GrowthMediumColumbus, OH2026-07-30
First Command Advisory Services, Inc.
450$45.2K0.0%ETFLowFort Worth, TX2026-08-10
Advocate Investing Services LLC
364$36.5K0.0%ETFLowWoodbine, MD2026-07-29
Lloyd Advisory Services, Llc.
346$34.7K0.0%ETFVery HighSuwanee, GA2026-08-07
Kerr Financial Planning Corp
344$34.5K0.0%GrowthMediumFresno, CA2026-07-02
ST Germain D J Co Inc
342$34.3K0.0%CoreLowSpringfield, MA2026-07-21
Larson Financial Group LLC
339$34.0K0.0%GrowthLowSt Louis, MO2026-08-14
Independence Bank of Kentucky
336$33.7K0.0%GrowthLowOwensboro, KY2026-07-13
Colonial Trust Co / SC
313$31.7K0.0%CoreLowSpartanburg, SC2026-08-11
Fiduciary Financial Advisors
301$30.2K0.0%ETFN/AGrand Rapids, MI2026-08-14
Qube Research & Technologies Ltd
290$29.1K0.0%ValueVery HighLondon, United Kingdom2026-08-14
Huntington National Bank
285$28.6K0.0%GrowthLowColumbus, OH2026-08-13
Caldwell Sutter Capital, Inc.
279$28.0K0.0%ValueLowSausalito, CA2026-08-05
Strategic Wealth Partners, Ltd.
276$27.7K0.0%CoreMediumIndependence, OH2026-08-12
Covestor Ltd
261$26.0K0.0%ValueHighLondon, United Kingdom2026-08-07
Financial Consulate, Inc
246$24.7K0.0%ETFLowHunt Valley, MD2026-07-23
Rogco, LP
234$23.5K0.0%ETFLowClaremore, OK2026-07-30
Central Trust Co
198$19.9K0.0%CoreLowJefferson City, MO2026-07-31
Strive Financial Group,LLC
197$19.7K0.0%CoreMediumCarmel, IN2026-08-17
Key Capital Management, Inc
192$19.3K0.0%ETFMediumHendersonville, Tn 37075, TN2026-07-28
Nemes Rush Group LLC
187$18.8K0.0%GrowthLowNovi, MI2026-08-14
Reap Financial Group, LLC
183$18.4K0.0%ETFVery LowAustin, TX2026-08-04
Cordant, Inc.
178$17.9K0.0%ETFVery LowPortland, OR2026-07-15
Physician Wealth Advisors, Inc.
162$16.3K0.0%ETFMediumMidvale, UT2026-07-20
Trust Co of Vermont
162$16.3K0.0%CoreVery LowBrattleboro, VT2026-08-07
ESL Trust Services, LLC
160$16.1K0.0%ETFMediumRochester, NY2026-08-13
SouthState Bank Corp
155$15.6K0.0%CoreLowWinter Haven, FL2026-08-06
Whittier Trust Co of Nevada Inc
143$14.1K0.0%GrowthLowReno, NV2026-07-28
Fourth Dimension Wealth, LLC
141$14.1K0.0%ETFLowMiddleburg Heights, OH2026-07-31
Archer Investment Corp
120$12.0K0.0%CoreMediumCarmel, IN2026-08-19
Investors Research Corp
117$11.7K0.0%ETFLowAtlanta, GA2026-07-10
Axiom Investment Management LLC
117$11.7K0.0%CoreMediumNew York, NY2026-07-31
Beaird Harris Wealth Management, LLC
116$11.6K0.0%ETFLowDallas, TX2026-07-08
Trust Co of Toledo NA
106$10.6K0.0%CoreVery LowHolland, OH2026-07-16
Clearstead Advisors, LLC
104$10.4K0.0%ETFLowCleveland, OH2026-08-06
Piscataqua Savings Bank
94$9.4K0.0%CoreVery LowPortsmouth, NH2026-07-09
Cullen T Bankers, Inc.
90$9.0K0.0%GrowthLowSan Antonio, TX2026-07-27
MassMutual Private Wealth & Trust, FSB
88$8.8K0.0%CoreLowSpringfield, MA2026-07-02
Richard W. Paul & Associates, LLC
81$8.1K0.0%ETFMediumNovi, MI2026-08-10
Pinnacle Wealth Planning Services, Inc.
80$8.0K0.0%GARPLowMansfield, OH2026-08-07
Hantz Financial Services, Inc.
68$70.0%CoreMediumSouthfield, MI2026-08-13
Nfsg Corp
68$6.8K0.0%GrowthMediumBoca Raton, FL2026-08-14
Bravera Wealth
65$6.5K0.0%ETFVery LowBismarck, ND2026-07-23
Vanguard Advisers Inc
63$6.3K0.0%ETFN/AMalvern, PA2026-08-13
Hilton Head Capital Partners, LLC
61$6.1K0.0%CoreMediumHilton Head Island, SC2026-07-27
Crewe Advisors LLC
60$6.0K0.0%ETFVery LowSalt Lake City, UT2026-07-24
Silver Grove Financial Group, Inc.
58$5.8K0.0%CoreLowOrchard Park, NY2026-08-13
Evolution Wealth Management Inc.
55$5.5K0.0%ETFMediumFort Myers, FL2026-07-21
NBT Bank, N.A.
53$5.3K0.0%CoreLowNorwich, NY2026-07-29
Cordgrass Capital Advisors, LLC
50$5.0K0.0%CoreLowRaleigh, NC2026-08-06
Kiker Wealth Management, LLC
49$4.9K0.0%ETFLowJasper, GA2026-07-30
Hughes Financial Services, LLC
47$4.7K0.0%ETFLowHerndon, VA2026-07-20
Asset Dedication, LLC
46$4.6K0.0%ETFLowSan Francisco, CA2026-07-30
NorthAvenue LLC
46$4.6K0.0%ETFVery LowColumbus, OH2026-07-21
Sunrise Financial Services, LLC
43$4.3K0.0%ETFMediumBurien, WA2026-08-12
Indiana Trust & Investment Management Co
41$4.1K0.0%GrowthLowMishawaka, IN2026-07-22
Pittenger & Anderson Inc
40$4.0K0.0%CoreLowLincoln, NE2026-07-27
Horizon Investments, LLC
40$4.0K0.0%CoreMediumCharlotte, NC2026-08-13
Darwin Wealth Management, LLC
39$3.9K0.0%ETFMediumTampa, FL2026-11-09
Main Street Group, LTD
39$3.9K0.0%ETFMediumGlen Allen, VA2026-07-13
First Bancorp, Inc
39$3.9K0.0%ValueVery LowDamariscotta, ME2026-08-11
Timbuktu Capital Management, LLC
31$3.1K0.0%ETFN/ABoston, MA2026-08-13
Ancora Advisors LLCActivist
31$3.1K0.0%ValueMediumCleveland, OH2026-08-14
N.E.W. Advisory Services LLC
23$2.3K0.0%ETFLowDe Pere, WI2026-08-06
Imprint Wealth LLC
22$2.2K0.0%ETFMediumMount Pleasant, SC2026-08-14
CGC Financial Services, LLC
19$1.9K0.0%ETFLowLake Oswego, OR2026-07-13
Tucker Asset Management LLC
18$1.8K0.0%ETFMediumLittleton, CO2026-08-27
Atwood & Palmer Inc
17$1.7K0.0%CoreVery LowKansas City, MO2026-07-08
Financial Gravity Companies, Inc.
15$1.5K0.0%CoreN/ALakeway, TX2026-08-05
SYM Financial Corp
10$1.0K0.0%ETFVery LowWinona Lake, IN2026-08-04
United Financial Planning Group LLC
10$1.0K0.0%ETFMediumHauppauge, NY2026-08-06
Addison Advisors LLC
10$1.0K0.0%ETFVery LowMiddlebury, VT2026-08-10
Register Financial Advisors LLC
7$7020.0%GARPLowAtlanta, GA2026-07-15
Clearstead Trust, LLC
5$5020.0%GrowthLowPortland, ME2026-08-06
Glen Eagle Advisors, LLC
5$5020.0%CoreLowKingston, NJ2026-08-14
Prestige Wealth Management Group LLC
5$5020.0%ETFMediumFlemington, NJ2026-08-14
Dunhill Financial, LLC
3$3010.0%ETFMediumLondon, United Kingdom2026-08-07
Graney & King, LLC
2$2030.0%ETFLowLatham, NY2026-08-07
Russell Investments Group, Ltd.
2$2010.0%CoreLowSeattle, WA2026-08-06
Lodestone Wealth Management LLC
1$1140.0%CoreLowSpokane, WA2026-07-24