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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 — Q3 2025

Envestnet Asset Management Inc24,840,459
0.7% of portfolio›$2.6B
LPL Financial LLC9,365,574
0.3% of portfolio›$964.6M
Forum Financial Management, LP8,011,239
11.3% of portfolio›$825.1M
Bank of America Corp7,942,463
0.1% of portfolio›$818.0M
Morgan Stanley4,009,772
0.0% of portfolio›$413.0M
BlackRock, Inc.3,994,190
0.0% of portfolio›$411.4M
JPMorgan Chase & Co3,512,244
0.0% of portfolio›$361.7M
Ameriprise Financial Inc2,946,497
0.1% of portfolio›$298.3M
Wells Fargo & Company2,463,193
0.0% of portfolio›$253.7M
Cetera Investment Advisers2,370,464
0.3% of portfolio›$244.1M
Envestnet Portfolio Solutions, Inc.2,233,141
0.8% of portfolio›$230.0M
Assetmark, Inc2,023,230
0.4% of portfolio›$208.4M
Stifel Financial Corp1,986,483
0.2% of portfolio›$204.6M
Park Avenue Securities LLC1,901,799
0.0% of portfolio›$195.9K
CWM, LLC1,739,131
0.0% of portfolio›$179.1K
MML Investors Services, LLC1,654,000
0.5% of portfolio›$170.3M
Janney Montgomery Scott LLC1,543,576
0.0% of portfolio›$159.0K
RiverFront Investment Group, LLC1,297,469
2.3% of portfolio›$133.6M
Bank of New York Mellon Corp1,175,641
0.0% of portfolio›$121.1M
Richard Bernstein Advisors LLC1,074,047
3.2% of portfolio›$111.0M
US Bancorp \de\1,066,444
0.1% of portfolio›$109.8M
Truist Financial Corp1,039,548
0.1% of portfolio›$107.1M
NewEdge Advisors, LLC963,262
0.5% of portfolio›$99.2M
Benjamin Edwards Inc934,346
1.1% of portfolio›$96.2M
Raymond James Financial Inc877,232
0.0% of portfolio›$90.3M
Destination Wealth Management810,187
2.3% of portfolio›$83.4M
Sanctuary Advisors, LLC754,673
0.4% of portfolio›$77.7M
UBS Group AG692,366
0.0% of portfolio›$71.3M
Royal Bank of Canada692,163
0.0% of portfolio›$71.3M
Northwestern Mutual Wealth Management Co661,120
0.0% of portfolio›$68.1M
Cerity Partners Ocio LLC650,860
3.4% of portfolio›$67.0M
United Capital Financial Advisors, LLC606,428
0.4% of portfolio›$62.5M
Hamilton Capital Partners, LLC600,751
23.7% of portfolio›$61.9M
Foundations Investment Advisors, LLC565,829
0.8% of portfolio›$58.3M
Dynasty Wealth Management, LLC473,409
0.7% of portfolio›$48.8M
Commonwealth Equity Services, LLC461,351
0.0% of portfolio›$47.5K
JB Capital LLC459,459
2.0% of portfolio›$47.3M
Osaic Holdings, Inc.442,187
0.1% of portfolio›$45.3M
Sagespring Wealth Partners, LLC394,347
0.8% of portfolio›$40.6M
MAI Capital Management366,732
0.2% of portfolio›$37.8M
Confluence Investment Management LLC363,054
0.5% of portfolio›$37.4M
Cambridge Investment Research Advisors, Inc.323,423
0.0% of portfolio›$33.3K
Steward Partners Investment Advisory, LLC321,827
0.2% of portfolio›$33.1M
Thrivent Financial for Lutherans318,293
0.0% of portfolio›$32.8K
Castleark Management LLC258,432
0.7% of portfolio›$26.6M
Watchman Group, Inc.252,485
6.3% of portfolio›$26.0M
CreativeOne Wealth, LLC247,248
0.6% of portfolio›$25.5M
Icon Wealth Advisors, LLC246,350
1.7% of portfolio›$25.4M
Johnson Bixby & Associates, LLC222,823
2.9% of portfolio›$22.9M
IHT Wealth Management, LLC218,052
0.6% of portfolio›$22.5M
GenTrust, LLC217,855
1.0% of portfolio›$22.4M
Atria Investments, Inc209,694
0.2% of portfolio›$21.6M
Vestmark Advisory Solutions, Inc.202,255
0.4% of portfolio›$20.8M
Kelly Financial Services LLC195,420
5.2% of portfolio›$20.1M
Modern Wealth Management, LLC188,901
0.4% of portfolio›$19.5M
HighTower Advisors, LLC181,456
0.0% of portfolio›$18.7M
Wealth Enhancement Advisory Services, LLC177,521
0.0% of portfolio›$18.3M
SteelPeak Wealth, LLC174,751
0.6% of portfolio›$18.0M
Stone House Investment Management, LLC169,677
2.9% of portfolio›$17.5M
High Falls Advisors, Inc169,221
3.6% of portfolio›$17.4M
Equitable Holdings, Inc.163,224
0.1% of portfolio›$16.8M
Savvy Advisors, Inc.161,879
0.8% of portfolio›$16.7M
Goelzer Investment Management, Inc.161,097
0.9% of portfolio›$16.6M
Sharkey, Howes & Javer158,977
2.1% of portfolio›$16.4M
Orion Porfolio Solutions, LLC157,260
0.1% of portfolio›$16.2M
Harvest Portfolios Group Inc.150,164
0.3% of portfolio›$15.5M
Financial Engines Advisors L.L.C.149,318
0.0% of portfolio›$15.4M
Affinity Capital Advisors, LLC144,582
2.3% of portfolio›$14.9M
Trek Financial, LLC143,038
0.9% of portfolio›$14.7M
Jones Financial Companies Lllp143,001
0.0% of portfolio›$14.7M
Keel Point, LLC142,277
0.9% of portfolio›$14.7M
Triad Wealth Partners, LLC124,995
1.7% of portfolio›$12.9M
MGO One Seven LLC124,526
0.3% of portfolio›$12.8M
Rockefeller Capital Management L.P.123,320
0.0% of portfolio›$12.7M
Strategic Blueprint, LLC118,730
0.5% of portfolio›$12.2M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors115,536
0.7% of portfolio›$11.9M
Stokes Family Office, LLC112,831
1.1% of portfolio›$11.6M
Tidemark, LLC111,370
3.3% of portfolio›$11.5M
Integrity Alliance, Llc.102,980
0.5% of portfolio›$10.6M
One Advisory Partners, LLC101,063
3.2% of portfolio›$10.5M
Capital Analysts, LLC100,481
0.0% of portfolio›$10.3K
Arvest Investments, Inc.94,948
1.4% of portfolio›$9.8M
National Bank of Canada93,816
0.0% of portfolio›$9.7M
Blue Trust, Inc.92,023
0.1% of portfolio›$9.5M
OneDigital Investment Advisors LLC91,812
0.1% of portfolio›$9.5M
Wealth Alliance, LLC91,643
1.0% of portfolio›$9.4M
Avantax Planning Partners, Inc.91,636
0.3% of portfolio›$9.4M
Flow Traders U.S. LLC91,146
0.0% of portfolio›$9.4K
&partners91,014
0.1% of portfolio›$9.4M
Invst, LLC89,255
1.0% of portfolio›$9.2M
Migdal Insurance & Financial Holdings Ltd.87,356
0.0% of portfolio›$9.0K
Regal Investment Advisors LLC86,460
0.6% of portfolio›$8.9M
Hughes Financial Services, LLC82,634
1.4% of portfolio›$8.5M
Systelligence, LLC82,613
1.6% of portfolio›$8.5M
Farther Finance Advisors, LLC80,550
0.1% of portfolio›$8.3M
Net Worth Advisory Group79,900
2.4% of portfolio›$8.2M
Liberty Wealth Management LLC79,800
1.2% of portfolio›$8.2M
Goldman Sachs Group Inc79,637
0.0% of portfolio›$8.2M
Evergreen Private Wealth LLC76,952
3.2% of portfolio›$7.9M
Private Advisor Group, LLC76,557
0.0% of portfolio›$7.9M
Brookstone Capital Management74,241
0.1% of portfolio›$7.6M
Bay Harbor Wealth Management, LLC73,848
2.1% of portfolio›$7.6M
PAX Financial Group, LLC73,560
1.4% of portfolio›$7.6M
Beacon Financial Group73,239
0.7% of portfolio›$7.5M
Pettinga Financial Advisors LLC72,447
1.5% of portfolio›$7.5M
Legacy Financial Group LLC72,151
1.0% of portfolio›$7.4M
Scotia Capital Inc.70,104
0.0% of portfolio›$7.2M
One Wealth Advisors, LLC69,357
0.9% of portfolio›$7.1M
Composition Wealth, LLC68,583
0.1% of portfolio›$7.1M
Wealthstar Advisors, LLC66,461
2.7% of portfolio›$6.8M
Premier Path Wealth Partners, LLC66,290
0.9% of portfolio›$6.8M
SigFig Wealth Management, LLC65,997
0.2% of portfolio›$6.8M
Mariner, LLC65,587
0.0% of portfolio›$6.8M
Bcgm Wealth Management, LLC65,526
1.8% of portfolio›$6.7M
Cobblestone Asset Management LLC65,303
3.1% of portfolio›$6.7M
Keystone Financial Services65,130
2.1% of portfolio›$6.7M
Focus Partners Wealth64,339
0.0% of portfolio›$6.6M
Integrated Wealth Concepts LLC64,332
0.1% of portfolio›$6.6M
Gries Financial LLC63,236
1.0% of portfolio›$6.5M
Watershed Private Wealth LLC62,623
2.0% of portfolio›$6.4M
Vise Technologies, Inc.62,322
0.2% of portfolio›$6.4M
Goodman Advisory Group, LLC62,045
1.6% of portfolio›$6.4M
Kestra Advisory Services, LLC60,972
0.0% of portfolio›$6.3M
Captrust Financial Advisors60,798
0.0% of portfolio›$6.3M
Sheridan Capital Management, LLC60,751
3.3% of portfolio›$6.3M
True Vision MN LLC60,517
3.2% of portfolio›$6.2M
Stratos Wealth Partners, Ltd.60,233
0.1% of portfolio›$6.2M
NorthCoast Asset Management LLC58,103
0.0% of portfolio›$6.0M
SPC Financial, Inc.57,968
0.5% of portfolio›$6.0M
Shared Vision Wealth Group LLC57,755
2.6% of portfolio›$6.1M
Principal Securities, Inc.56,754
0.1% of portfolio›$5.8M
Midwest Capital Advisors, LLC56,389
2.8% of portfolio›$5.8M
Prospera Financial Services Inc56,330
0.1% of portfolio›$5.8M
Daymark Wealth Partners, LLC55,739
0.2% of portfolio›$5.7M
5T Wealth, LLC55,468
2.5% of portfolio›$5.7M
Nan Shan Life Insurance Co., Ltd.54,700
0.1% of portfolio›$5.6M
Able Financial Group, LLC52,892
1.2% of portfolio›$5.4M
WealthShield Partners, LLC52,887
0.6% of portfolio›$5.4M
EWA, LLC52,255
1.5% of portfolio›$5.4M
SWP Financial LLC51,463
2.7% of portfolio›$5.3M
HighPoint Advisor Group LLC50,295
0.2% of portfolio›$5.2M
Van Hulzen Asset Management, LLC49,727
0.4% of portfolio›$5.1M
Tudor Investment Corp ET AL49,237
0.0% of portfolio›$5.1M
Sovran Advisors, LLC49,081
0.5% of portfolio›$5.1M
Angeles Wealth Management, LLC48,793
0.3% of portfolio›$5.0M
Ranch Capital Advisors Inc.48,669
1.9% of portfolio›$5.0M
Shilanski & Associates, Inc.48,464
1.3% of portfolio›$5.0M
One Wealth Capital Management, LLC48,170
2.2% of portfolio›$5.0M
Coldstream Capital Management Inc47,805
0.1% of portfolio›$4.9M
Arrow Financial Corp47,748
0.5% of portfolio›$4.9M
Cresta Advisors, Ltd.47,555
2.2% of portfolio›$4.9M
Global Retirement Partners, LLC46,410
0.1% of portfolio›$4.8M
JT Stratford LLC46,354
0.6% of portfolio›$4.8M
Comerica Bank46,043
0.0% of portfolio›$4.7M
Simplicity Wealth,LLC44,964
0.3% of portfolio›$4.6M
RFG Advisory, LLC44,934
0.1% of portfolio›$4.6M
McNaughton Wealth Management, LLC43,206
1.9% of portfolio›$4.4M
Baird Financial Group, Inc.40,846
0.0% of portfolio›$4.2M
Carr Financial Group Corp40,379
1.1% of portfolio›$4.2M
Ashton Thomas Securities, LLC40,050
0.6% of portfolio›$4.1M
Merit Financial Group, LLC39,455
0.0% of portfolio›$4.1M
Krilogy Financial LLC39,024
0.2% of portfolio›$4.0M
Conrad Siegel Investment Advisors, Inc.38,956
0.8% of portfolio›$4.0M
Atlatl Advisers LLC38,892
1.6% of portfolio›$4.0M
State Farm Mutual Automobile Insurance Co38,797
0.0% of portfolio›$4.0M
Advus Financial Partners, LLC38,654
1.5% of portfolio›$4.0M
Smartleaf Asset Management LLC38,118
0.2% of portfolio›$3.9M
IFP Advisors, Inc37,346
0.1% of portfolio›$3.8M
A4 Wealth Advisors LLC36,073
3.1% of portfolio›$3.7M
Susquehanna International Group, LLP35,718
0.0% of portfolio›$3.7M
Advisory Services Network, LLC35,661
0.1% of portfolio›$3.7M
Endeavor Private Wealth, Inc.35,408
1.1% of portfolio›$3.6M
First Heartland Consultants, Inc.35,301
0.3% of portfolio›$3.6M
Keebeck Wealth Management35,216
0.4% of portfolio›$3.6M
Vertex Planning Partners, LLC34,702
0.7% of portfolio›$3.6M
WCG Wealth Advisors LLC34,595
0.2% of portfolio›$3.6M
Cornerstone Planning Group LLC34,511
0.6% of portfolio›$3.6M
Claro Advisors Inc.34,095
0.5% of portfolio›$3.5M
DRW Securities, LLC34,086
0.1% of portfolio›$3.5M
LFA - Lugano Financial Advisors SA33,525
1.8% of portfolio›$3.4M
Tyche Wealth Partners LLC33,383
0.6% of portfolio›$3.4M
Fidelity D & D Bancorp Inc33,268
1.9% of portfolio›$3.4M
Concurrent Investment Advisors, LLC32,962
0.1% of portfolio›$3.4M
Swmg, LLC32,703
1.0% of portfolio›$3.4M
Csenge Advisory Group32,557
0.2% of portfolio›$3.4M
Bridge Generations Wealth Management LLC31,882
2.2% of portfolio›$3.3M
Modus Advisors, LLC31,739
0.9% of portfolio›$3.3M
Avid Wealth Partners LLC31,703
1.6% of portfolio›$3.3M
Geneos Wealth Management Inc.31,523
0.1% of portfolio›$3.2M
Certus Wealth Management, LLC31,268
1.9% of portfolio›$3.2M
Cypress Wealth Services, LLC31,216
0.5% of portfolio›$3.2M
Apollon Wealth Management, LLC31,147
0.1% of portfolio›$3.2M
Centurion Wealth Management LLC30,481
0.7% of portfolio›$3.1M
Kestra Private Wealth Services, LLC29,732
0.0% of portfolio›$3.1M
Financial & Tax Architects, LLC29,259
0.7% of portfolio›$3.0M
Twin Peaks Wealth Advisors, LLC28,782
1.0% of portfolio›$3.0M
Insight Advisors, LLC/ PA28,777
0.5% of portfolio›$3.0M
Hoxton Planning & Management, LLC27,930
0.9% of portfolio›$2.9M
Gateway Wealth Partners, LLC27,364
0.4% of portfolio›$2.8M
May Hill Capital, LLC26,996
0.8% of portfolio›$2.8M
Unique Wealth, LLC26,930
0.4% of portfolio›$2.8M
Center For Asset Management LLC26,711
1.5% of portfolio›$2.8M
Independent Financial Group, LLC26,708
0.1% of portfolio›$2.8M
Trustmark Bank Trust Department26,567
0.2% of portfolio›$2.7M
GeoWealth Management, LLC26,106
0.1% of portfolio›$2.7M
EQ LLC26,019
0.9% of portfolio›$2.7M
Kilter Group LLC25,963
1.3% of portfolio›$2.7M
World Investment Advisors25,816
0.1% of portfolio›$2.7M
Visionary Wealth Advisors25,421
0.1% of portfolio›$2.6M
Clarus Wealth Advisors25,411
1.2% of portfolio›$2.6M
Spectrum Planning & Advisory Services Inc.24,997
1.5% of portfolio›$2.6M
Forte Asset Management LLC24,600
1.2% of portfolio›$2.5M
Apeiron RIA LLC24,465
0.6% of portfolio›$2.5M
Diversify Advisory Services, LLC24,249
0.1% of portfolio›$2.5M
Horst & Graben Wealth Management LLC23,710
0.4% of portfolio›$2.4M
Cerity Partners LLC23,467
0.0% of portfolio›$2.4M
Ashton Thomas Private Wealth, LLC23,046
0.1% of portfolio›$2.4M
Heck Capital Advisors, LLC22,952
0.2% of portfolio›$2.4M
Veridan Wealth LLC22,867
0.8% of portfolio›$2.4M
U.S. Capital Wealth Advisors, LLC22,642
0.1% of portfolio›$2.3M
Anderson Hoagland & Co22,575
0.2% of portfolio›$2.3M
Tidal Investments LLC22,552
0.0% of portfolio›$2.3M
B. Riley Wealth Advisors, Inc.22,250
0.1% of portfolio›$2.3M
Sigma Planning Corp21,736
0.1% of portfolio›$2.2M
Strategic Investment Solutions, Inc.21,703
0.6% of portfolio›$2.2M
Etesian Wealth Advisors, Inc.21,509
0.7% of portfolio›$2.2M
West Wealth Group, LLC21,117
0.5% of portfolio›$2.2M
LifePlan Investment Advisors, Inc.21,098
0.9% of portfolio›$2.2M
Rothschild Wealth LLC20,760
0.5% of portfolio›$2.1M
Braun-Bostich & Associates Inc.20,685
1.3% of portfolio›$2.1M
Quotient Wealth Partners, LLC20,632
0.1% of portfolio›$2.1M
Davis Wealth Advisors, LLC20,447
1.9% of portfolio›$2.1M
Financial Life Advisors19,907
0.7% of portfolio›$2.1M
Elevation Point Wealth Partners, LLC19,868
0.1% of portfolio›$2.0M
RCS Financial Planning, LLC19,728
0.9% of portfolio›$2.0M
Ehrlich Financial Group19,642
1.2% of portfolio›$2.0M
Legacy PCG, LLC19,514
1.2% of portfolio›$2.0M
BCU Wealth Advisors, LLC19,435
0.8% of portfolio›$2.0M
Values First Advisors, Inc.18,295
1.0% of portfolio›$1.9M
Lansing Street Advisors18,190
0.5% of portfolio›$1.9M
Integrated Advisors Network LLC18,075
0.1% of portfolio›$1.9M
TBH Global Asset Management, LLC18,039
0.4% of portfolio›$1.9M
WBH Advisory Inc17,970
0.1% of portfolio›$1.9M
Copperleaf Capital, LLC17,962
0.9% of portfolio›$1.8M
Retirement Wealth Solutions LLC17,917
1.2% of portfolio›$1.8M
Cyndeo Wealth Partners, LLC17,913
0.1% of portfolio›$1.8M
James Investment Research, Inc.17,911
0.2% of portfolio›$1.8M
Collective Family Office LLC17,876
0.4% of portfolio›$1.8M
MN Wealth Advisors, LLC17,590
1.0% of portfolio›$1.8M
JFS Wealth Advisors, LLC17,568
0.1% of portfolio›$1.8M
Barnes Wealth Management Group, Inc17,391
1.0% of portfolio›$1.8M
ShoreHaven Wealth Partners, LLC17,382
0.7% of portfolio›$1.8M
SVB Wealth LLC17,348
0.1% of portfolio›$1.8M
Pathstone Holdings, LLC16,902
0.0% of portfolio›$1.7M
Pinnacle Financial Partners Inc16,671
0.0% of portfolio›$1.7M
Quadrant Private Wealth Management, LLC16,395
0.3% of portfolio›$1.7M
Pinion Investment Advisors, LLC16,036
0.5% of portfolio›$1.7M
Verus Capital Partners, LLC15,968
0.1% of portfolio›$1.6M
WealthPlan Investment Management, LLC15,928
0.1% of portfolio›$1.6M
Snowden Capital Advisors LLC15,675
0.0% of portfolio›$1.6M
Hazlett, Burt & Watson, Inc.15,666
0.0% of portfolio›$1.6K
Prime Capital Investment Advisors, LLC15,505
0.0% of portfolio›$1.6M
Aspire Private Capital, LLC15,494
0.4% of portfolio›$1.6M
First Citizens Bank & Trust Co15,077
0.0% of portfolio›$1.6M
ODonnell Financial Services, LLC14,980
0.5% of portfolio›$1.5M
Mayflower Financial Advisors, LLC14,452
0.2% of portfolio›$1.5M
Legacy Private Trust Co.14,377
0.1% of portfolio›$1.5M
Lanark Financial, Inc.14,103
0.1% of portfolio›$1.5M
Mendel Capital Management LLC14,082
0.8% of portfolio›$1.5M
AE Wealth Management LLC14,068
0.0% of portfolio›$1.4M
Spire Wealth Management13,963
0.0% of portfolio›$1.4M
Itau Unibanco Holding S.A.13,838
0.0% of portfolio›$1.4M
Regimen Wealth, LLC13,714
0.4% of portfolio›$1.4M
Venturi Wealth Management, LLC13,608
0.1% of portfolio›$1.4M
PFG Investments, LLC13,523
0.1% of portfolio›$1.4M
Leavell Investment Management, Inc.13,487
0.1% of portfolio›$1.4M
Alterna Wealth Management, Inc12,977
1.1% of portfolio›$1.3M
Wells Financial Advisors Inc12,781
1.8% of portfolio›$1.3M
Echo45 Advisors LLC12,703
0.8% of portfolio›$1.3M
LexAurum Advisors, LLC12,690
0.2% of portfolio›$1.3M
Firethorn Wealth Partners, LLC12,193
0.5% of portfolio›$1.3M
Davies Financial Advisors, Inc.12,028
1.0% of portfolio›$1.2M
IFG Advisory, LLC11,966
0.1% of portfolio›$1.2M
AlTi Global, Inc.11,964
0.0% of portfolio›$1.2M
Mach-1 Financial Group, LLC11,573
0.2% of portfolio›$1.2M
Integrity Advisory Solutions, LLC11,573
0.2% of portfolio›$1.2M
Kingswood Wealth Advisors, LLC11,524
0.1% of portfolio›$1.2M
Corient Private Wealth LP11,284
0.0% of portfolio›$1.2M
Sovereign Financial Group, Inc.11,234
0.2% of portfolio›$1.2M
Ascent Group, LLC11,033
0.0% of portfolio›$1.1M
PFG Advisors10,898
0.0% of portfolio›$1.1M
W Advisors, LLC10,780
0.6% of portfolio›$1.1M
Davenport & Co LLC10,587
0.0% of portfolio›$1.1M
First International Bank of Israel Ltd.10,526
0.6% of portfolio›$1.1M
CoreCap Advisors, LLC10,502
0.0% of portfolio›$1.1M
TFB Advisors LLC10,460
0.3% of portfolio›$1.1M
Kingsview Wealth Management, LLC10,433
0.0% of portfolio›$1.1M
Private Trust Co NA10,404
0.1% of portfolio›$1.1M
J.W. Cole Advisors, Inc.10,305
0.0% of portfolio›$1.1M
BOS Asset Management, LLC10,217
0.3% of portfolio›$1.1M
Theory Financial LLC10,059
0.4% of portfolio›$1.1M
Wedbush Securities Inc10,042
0.0% of portfolio›$1.0K
Nwam LLC10,014
0.1% of portfolio›$1.1M
Atlanta Consulting Group Advisors, LLC9,946
0.3% of portfolio›$1.0M
Clear Creek Financial Management, LLC9,940
0.1% of portfolio›$1.0M
Two West Capital Advisors LLC9,864
0.6% of portfolio›$1.0M
Transcend Capital Advisors, LLC9,746
0.1% of portfolio›$1.0M
First Manhattan Co. Llc.9,678
0.0% of portfolio›$996.7K
Sequoia Financial Advisors, LLC9,610
0.0% of portfolio›$989.7K
Brookwood Investment Group LLC9,339
0.1% of portfolio›$961.8K
Regatta Capital Group, LLC9,329
0.2% of portfolio›$960.8K
Fullcircle Wealth LLC9,329
0.3% of portfolio›$965.6K
Sunbelt Securities, Inc.9,272
0.1% of portfolio›$954.9K
Absolute Capital Management, LLC9,214
0.4% of portfolio›$949.0K
Berthel, Fisher & Company Financial Services, Inc.9,107
0.1% of portfolio›$938.0K
Hilltop Holdings Inc.8,604
0.0% of portfolio›$886.1K
Savant Capital, LLC8,476
0.0% of portfolio›$872.9K
NorthRock Partners, LLC8,392
0.0% of portfolio›$864.3K
Richmond Investment Services, LLC8,350
0.2% of portfolio›$860.0K
Silverleafe Capital Partners, LLC8,273
0.3% of portfolio›$852.0K
TSA Wealth Managment LLC8,160
0.3% of portfolio›$840.4K
Parallel Advisors, LLC8,074
0.0% of portfolio›$831.6K
Moneta Group Investment Advisors LLC8,055
0.0% of portfolio›$829.6K
Klaas Financial Asset Advisors, LLC7,929
0.1% of portfolio›$816.6K
Cary Street Partners Investment Advisory LLC7,912
0.3% of portfolio›$814.9K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors7,800
0.1% of portfolio›$803.4K
Perigon Wealth Management, LLC7,663
0.0% of portfolio›$789.3K
Bank of Montreal7,658
0.0% of portfolio›$788.7K
Royal Fund Management, LLC7,582
0.1% of portfolio›$780.7K
RHS Financial, LLC7,453
0.4% of portfolio›$767.6K
Argent Trust Co7,349
0.0% of portfolio›$756.9K
Wealthgarden F.S. LLC7,325
0.5% of portfolio›$768.1K
ORG Partners LLC7,232
0.2% of portfolio›$772.8K
Concorde Asset Management, LLC7,231
0.3% of portfolio›$747.0K
MassMutual Private Wealth & Trust, FSB7,034
0.0% of portfolio›$724.4K
Eastern Bank6,970
0.0% of portfolio›$717.9K
Focus Financial Network, Inc.6,954
0.0% of portfolio›$716.2K
Checchi Capital Advisers, LLC6,833
0.0% of portfolio›$703.7K
Lockerman Financial Group, Inc.6,664
0.9% of portfolio›$686.3K
TD Private Client Wealth LLC6,515
0.0% of portfolio›$671.0K
Avidian Wealth Enterprises, LLC6,496
0.0% of portfolio›$669.0K
Avantra Family Wealth, Inc.6,396
0.5% of portfolio›$658.7K
Lifeworks Advisors, LLC6,384
0.1% of portfolio›$657.5K
VestGen Investment Management6,366
0.4% of portfolio›$655.6K
Harbour Investments, Inc.6,333
0.0% of portfolio›$652.2K
Patriot Investment Management Group, Inc.6,290
0.0% of portfolio›$647.8K
Arkadios Wealth Advisors6,096
0.0% of portfolio›$627.9K
Camarda Financial Advisors, LLC6,078
0.2% of portfolio›$626.0K
Globalt Investments LLC / GA5,823
0.0% of portfolio›$599.7K
Choreo, LLC5,638
0.0% of portfolio›$580.6K
Signal Advisors Wealth, LLC5,609
0.1% of portfolio›$577.7K
World Equity Group, Inc.5,486
0.1% of portfolio›$565.0K
BFC Planning, Inc.5,461
0.0% of portfolio›$562.5K
Core Wealth Partners LLC5,350
0.3% of portfolio›$551.0K
Patron Partners, LLC5,295
0.2% of portfolio›$545.3K
Cumberland Partners Ltd5,230
0.0% of portfolio›$538.6K
Blalock Williams, LLC5,209
0.5% of portfolio›$536.5K
Maripau Wealth Management LLC5,205
0.3% of portfolio›$536.1K
Ausdal Financial Partners, Inc.5,183
0.0% of portfolio›$533.8K
Keybank National Association5,167
0.0% of portfolio›$532.1K
Apex Wealth Management, LLC5,071
0.4% of portfolio›$522.3K
Strategy Asset Managers LLC5,043
0.1% of portfolio›$519.4K
Fermata Advisors, LLC5,032
0.1% of portfolio›$518.2K
Valtinson Bruner Financial Planning LLC4,983
0.2% of portfolio›$513.2K
Embree Financial Group4,936
0.1% of portfolio›$508.4K
Citigroup Inc4,928
0.0% of portfolio›$507.5K
Argyle Capital Partners, LLC4,921
0.4% of portfolio›$506.8K
LGT Financial Advisors LLC4,891
1.1% of portfolio›$503.8K
D L Carlson Investment Group Inc4,835
0.1% of portfolio›$498.0K
Traveka Wealth, LLC4,793
0.2% of portfolio›$493.6K
Yukon Wealth Management, Inc.4,767
0.2% of portfolio›$491.0K
Advyzon Investment Management, LLC4,713
0.1% of portfolio›$485.4K
Creative Planning4,631
0.0% of portfolio›$476.9K
Transamerica Financial Advisors, LLC4,572
0.0% of portfolio›$470.8K
Patriot Financial Group Insurance Agency, LLC4,563
0.1% of portfolio›$469.9K
Legacy Edge Advisors, LLC4,485
0.1% of portfolio›$461.9K
Vantage Point Financial LLC4,464
0.2% of portfolio›$459.7K
Annex Advisory Services, LLC4,440
0.0% of portfolio›$457.3K
Koshinski Asset Management, Inc.4,410
0.0% of portfolio›$454.2K
Mirae Asset Global Investments Co., Ltd.4,371
0.0% of portfolio›$450.2K
Gen-Wealth Partners Inc4,350
0.2% of portfolio›$448.0K
SAX Wealth Advisors, LLC4,338
0.0% of portfolio›$446.8K
Northern Trust Corp4,310
0.0% of portfolio›$443.9K
Waverly Advisors, LLC4,308
0.0% of portfolio›$443.6K
von Borstel & Associates, Inc.4,296
0.0% of portfolio›$442
Betterment LLC4,292
0.0% of portfolio›$442
Wayfinding Financial, LLC4,287
0.0% of portfolio›$441
PUREfi Wealth, LLC4,284
0.3% of portfolio›$441.2K
First Financial Bank - Trust Division4,233
0.0% of portfolio›$436.0K
Magnus Financial Group LLC4,231
0.0% of portfolio›$435.8K
GenWealth Group, Inc.4,229
0.1% of portfolio›$435.6K
XTX Topco Ltd4,207
0.0% of portfolio›$433.3K
Beacon Pointe Advisors, LLC4,146
0.0% of portfolio›$427.0K
Exit Wealth Advisors, Llc.4,114
0.3% of portfolio›$423.7K
Resurgent Financial Advisors LLC4,094
0.2% of portfolio›$421.6K
Blue Capital, Inc.4,089
0.3% of portfolio›$421.1K
Silverlake Wealth Management LLC4,050
0.1% of portfolio›$417.1K
Hutchens & Kramer Investment Management Group, LLC4,012
0.2% of portfolio›$413.2K
Whittier Trust Co3,939
0.0% of portfolio›$405.6K
Harbor Investment Advisory, LLC3,920
0.0% of portfolio›$403.7K
Siligmueller & Norvid Wealth Advisors LLC3,911
0.2% of portfolio›$402.8K
Simplex Trading, LLC3,895
0.0% of portfolio›$401
Tiaa Trust, National Association3,881
0.0% of portfolio›$399.7K
Cary Street Partners Financial LLC3,859
0.0% of portfolio›$397.4K
Signature Estate & Investment Advisors LLC3,793
0.0% of portfolio›$390.7K
Cape Investment Advisory, Inc.3,724
0.4% of portfolio›$383.5K
Essex Financial Services, Inc.3,689
0.0% of portfolio›$380.0K
Perennial Investment Advisors, LLC3,676
0.0% of portfolio›$378.6K
Fiscal Wisdom Wealth Management, LLC3,658
0.4% of portfolio›$385.4K
Semus Wealth Partners LLC3,649
0.2% of portfolio›$375.8K
FAS Wealth Partners, Inc.3,593
0.0% of portfolio›$370.0K
Arrien Investments, Inc.3,578
0.2% of portfolio›$368.5K
Spinnaker Investment Group, LLC3,544
0.1% of portfolio›$365.0K
Channel Wealth LLC3,505
0.1% of portfolio›$361.0K
Oppenheimer & Co Inc3,500
0.0% of portfolio›$360.5K
Mmbg Investment Advisors Co.3,488
0.0% of portfolio›$359.2K
Shelter Mutual Insurance Co3,440
0.1% of portfolio›$354.3K
Pinnacle Wealth Management Advisory Group, LLC3,437
0.0% of portfolio›$354.0K
Pinnacle Associates LTD3,437
0.0% of portfolio›$354.0K
Kickstand Ventures, Llc.3,410
0.1% of portfolio›$351.2K
Hengehold Capital Management LLC3,387
0.0% of portfolio›$348.8K
Nicolet Bankshares Inc3,385
0.1% of portfolio›$348.6K
Pure Financial Advisors, LLC3,364
0.0% of portfolio›$346.5K
Great Valley Advisor Group, Inc.3,362
0.0% of portfolio›$345.8K
Gilliland Jeter Wealth Management LLC3,335
0.1% of portfolio›$343.5K
Charles Schwab Trust Co3,332
0.0% of portfolio›$343.2K
Ballew Advisors, Inc3,313
0.2% of portfolio›$345.8K
WNY Asset Management, LLC3,306
0.0% of portfolio›$340.5K
Omega Financial Group, LLC3,302
0.1% of portfolio›$340.1K
Coastal Bridge Advisors, LLC3,264
0.0% of portfolio›$336.2K
Summit Financial, LLC3,264
0.0% of portfolio›$336.2K
Caliber Wealth Management, LLC / KS3,210
0.0% of portfolio›$330.6K
Client 1ST Advisory Group, LLC3,184
0.1% of portfolio›$327.9K
Western Wealth Management, LLC3,167
0.0% of portfolio›$326.1K
EverSource Wealth Advisors, LLC3,099
0.0% of portfolio›$319.2K
Iams Wealth Management, LLC3,080
0.1% of portfolio›$317.3K
One Day In July LLC3,013
0.0% of portfolio›$310.3K
Sound Income Strategies, LLC2,980
0.0% of portfolio›$306.4K
Continuum Advisory, LLC2,905
0.0% of portfolio›$299.2K
TD Waterhouse Canada Inc.2,900
0.0% of portfolio›$299.6K
BridgePort Financial Solutions, LLC2,896
0.1% of portfolio›$298.3K
RDA Financial Network2,880
0.1% of portfolio›$296.6K
Veltria Advisors Corp.2,878
1.3% of portfolio›$296.4K
BAM Wealth Management, LLC2,877
0.2% of portfolio›$296.3K
Sowell Financial Services LLC2,839
0.0% of portfolio›$292.4K
Axim Planning & Wealth2,833
0.2% of portfolio›$291.8K
Strathmore Capital Advisors, Inc.2,827
0.1% of portfolio›$291.2K
PNC Financial Services Group, Inc.2,787
0.0% of portfolio›$287.0K
Wetherby Asset Management Inc2,785
0.0% of portfolio›$286.8K
Journey Strategic Wealth LLC2,749
0.0% of portfolio›$283.1K
Empirical Asset Management, LLC2,744
0.1% of portfolio›$276.3K
Raleigh Capital Management Inc.2,715
0.1% of portfolio›$279.6K
Able Wealth Management LLC2,664
0.1% of portfolio›$274.4K
NerdWallet Wealth Partners, LLC2,662
0.1% of portfolio›$274.2K
Financial Partners Group, Inc2,662
0.0% of portfolio›$274.2K
FMR LLC2,644
0.0% of portfolio›$272.3K
Dentgroup LLC2,614
0.2% of portfolio›$269.2K
Moment Partners, LLC2,602
0.0% of portfolio›$268.0K
MCF Advisors LLC2,567
0.0% of portfolio›$264.4K
Fairvoy Private Wealth, LLC2,548
0.1% of portfolio›$262.4K
Midwest Professional Planners, Ltd.2,445
0.1% of portfolio›$251.8K
ADE, LLC2,441
0.1% of portfolio›$251.4K
Market Street Wealth Management Advisors LLC2,348
0.0% of portfolio›$241.8K
Investor's Fiduciary Advisor Network, LLC2,343
0.0% of portfolio›$241
Financial Sense Advisors, Inc.2,319
0.0% of portfolio›$238.8K
Rossby Financial, LCC2,295
0.1% of portfolio›$236.3K
Flagstar Securities, Inc2,253
0.1% of portfolio›$232.1K
Consolidated Portfolio Review Corp2,203
0.0% of portfolio›$226.9K
Kelly Financial Group LLC2,202
0.1% of portfolio›$226.8K
GWN Securities Inc.2,140
0.1% of portfolio›$222.8K
Lowe Brockenbrough & Co Inc2,130
0.0% of portfolio›$219.4K
Krasney Financial LLC2,087
0.0% of portfolio›$214.9K
Evergreen Capital Management LLC2,053
0.0% of portfolio›$211.4K
Leuthold Group, LLC2,048
0.0% of portfolio›$210.9K
Beacon Financial Advisory LLC1,987
0.0% of portfolio›$204.7K
Trinity Wealth Management, LLC1,984
0.1% of portfolio›$204.3K
AdvisorNet Financial, Inc1,983
0.0% of portfolio›$204.3K
Pflug Koory, LLC1,820
0.1% of portfolio›$187.4K
Creative Financial Designs Inc1,717
0.0% of portfolio›$176.8K
Aptus Capital Advisors, LLC1,688
0.0% of portfolio›$173.8K
UMB Bank, n.a.1,460
0.0% of portfolio›$150.4K
New Republic Capital, LLC1,431
0.0% of portfolio›$147.4K
Tctc Holdings, LLC1,397
0.0% of portfolio›$143.9K
Centaurus Financial, Inc.1,388
0.0% of portfolio›$143
Parkside Financial Bank & Trust1,376
0.0% of portfolio›$141.7K
Park Place Capital Corp1,078
0.0% of portfolio›$111.0K
Vermillion & White Wealth Management Group, LLC1,040
0.1% of portfolio›$107.1K
Tsfg, LLC959
0.0% of portfolio›$99
Atlantic Trust Group, LLC925
0.0% of portfolio›$95.3K
Allworth Financial LP915
0.0% of portfolio›$94.2K
First Horizon Corp885
0.0% of portfolio›$91.1K
Golden State Wealth Management, LLC873
0.0% of portfolio›$90.0K
Biltmore Family Office, LLC785
0.0% of portfolio›$80.8K
Asset Planning,Inc775
0.1% of portfolio›$79.8K
BNP Paribas Financial Markets763
0.0% of portfolio›$78.6K
Ameriflex Group, Inc.742
0.0% of portfolio›$76.4K
Capital Investment Advisory Services, LLC729
0.0% of portfolio›$75.1K
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main692
0.0% of portfolio›$71.3K
Oakworth Capital, Inc.660
0.0% of portfolio›$68.0K
Blair William & Co541
0.0% of portfolio›$55.7K
Clean Yield Group530
0.0% of portfolio›$54.6K
O'shaughnessy Asset Management, LLC526
0.0% of portfolio›$54.2K
Tripletail Wealth Management, LLC492
0.1% of portfolio›$50.5K
Wealth Watch Advisors, Inc468
0.0% of portfolio›$48.2K
Independence Bank of Kentucky466
0.0% of portfolio›$48.0K
First Command Advisory Services, Inc.450
0.0% of portfolio›$46.3K
Rice Partnership, LLC448
0.0% of portfolio›$46.1K
Whittier Trust Co of Nevada Inc448
0.0% of portfolio›$46.1K
Strategic Investment Advisors / MI437
0.1% of portfolio›$1.3M
Fifth Third Bancorp377
0.0% of portfolio›$38.8K
Strategic Wealth Partners, Ltd.358
0.0% of portfolio›$36.9K
Signaturefd, LLC341
0.0% of portfolio›$35.1K
Larson Financial Group LLC339
0.0% of portfolio›$34.9K
Root Financial Partners, LLC335
0.0% of portfolio›$34.5K
Allspring Global Investments Holdings, LLC278
0.0% of portfolio›$28.7K
ST Germain D J Co Inc275
0.0% of portfolio›$28.3K
Richardson Financial Services Inc.262
0.0% of portfolio›$27.0K
Covestor Ltd239
0.0% of portfolio›$25
Crewe Advisors LLC232
0.0% of portfolio›$23.9K
Providence Capital Advisors, LLC212
0.0% of portfolio›$21.8K
Turim 21 Investimentos Ltda.197
0.0% of portfolio›$20.2K
Kerr Financial Planning Corp172
0.0% of portfolio›$17.7K
Trust Co of Vermont162
0.0% of portfolio›$16.7K
United Financial Planning Group LLC151
0.0% of portfolio›$15.6K
Imprint Wealth LLC128
0.0% of portfolio›$13.2K
Hantz Financial Services, Inc.122
0.0% of portfolio›$13
Quest 10 Wealth Builders, Inc.119
0.0% of portfolio›$12.3K
Investors Research Corp117
0.0% of portfolio›$12.1K
Caldwell Sutter Capital, Inc.116
0.0% of portfolio›$11.9K
Trust Co of Toledo NA106
0.0% of portfolio›$10.9K
Ritter Daniher Financial Advisory LLC / de105
0.0% of portfolio›$10.8K
NBT Bank, N.A.103
0.0% of portfolio›$77.4K
Wealthspire Advisors, LLC97
0.0% of portfolio›$10.0K
Chapman Financial Group, LLC97
0.0% of portfolio›$10.0K
Piscataqua Savings Bank94
0.0% of portfolio›$9.7K
Founders Financial Alliance, LLC88
0.0% of portfolio›$9.1K
Rise Advisors, LLC84
0.0% of portfolio›$8.6K
Financial Gravity Wealth, Inc.73
0.0% of portfolio›$7.5K
Nfsg Corp68
0.0% of portfolio›$7.0K
Qube Research & Technologies Ltd68
0.0% of portfolio›$7.0K
Realta Investment Advisors54
0.0% of portfolio›$5.6K
Global Trust Asset Management, LLC50
0.0% of portfolio›$5.2K
AlphaCore Capital LLC49
0.0% of portfolio›$5.0K
DecisionPoint Financial, LLC45
0.0% of portfolio›$4.6K
Horizon Investments, LLC45
0.0% of portfolio›$4.6K
Kiker Wealth Management, LLC44
0.0% of portfolio›$4.5K
Wilmington Savings Fund Society, FSB44
0.0% of portfolio›$4.5K
Indiana Trust & Investment Management Co41
0.0% of portfolio›$4.2K
Gould Capital, LLC38
0.0% of portfolio›$3.9K
Archer Investment Corp25
0.0% of portfolio›$2.6K
Reap Financial Group, LLC23
0.0% of portfolio›$2.4K
N.E.W. Advisory Services LLC23
0.0% of portfolio›$2.4K
Motco21
0.0% of portfolio›$2.2K
Viewpoint Capital Management LLC21
0.0% of portfolio›$2.2K
Clark Wealth Partners19
0.0% of portfolio›$1.9K
CGC Financial Services, LLC19
0.0% of portfolio›$2.0K
Glen Eagle Advisors, LLC18
0.0% of portfolio›$1.9K
Arlington Trust Co LLC16
0.0% of portfolio›$1.6K
Chelsea Counsel Co14
0.0% of portfolio›$1.4K
Medallion Wealth Advisors, LLC14
0.0% of portfolio›$1.4K
Family Legacy Financial Solutions, LLC14
0.0% of portfolio›$1.4K
Cedar Mountain Advisors, LLC12
0.0% of portfolio›$1.2K
Tucker Asset Management LLC9
0.0% of portfolio›$927
Gamma Investing LLC7
0.0% of portfolio›$721
Kozak & Associates, Inc.7
0.0% of portfolio›$720
Avion Wealth6
0.0% of portfolio›$0
Prestige Wealth Management Group LLC5
0.0% of portfolio›$515
CVA Family Office, LLC5
0.0% of portfolio›$515
Clearstead Trust, LLC5
0.0% of portfolio›$515
AllSquare Wealth Management LLC3
0.0% of portfolio›$309
Smallwood Wealth Investment Management, LLC3
0.0% of portfolio›$308
Huntington National Bank2
0.0% of portfolio›$206
Tower Research Capital LLC (TRC)1
0.0% of portfolio›$103
North Capital, Inc.1
0.0% of portfolio›$103
StyleTurnoverLocationFiled
Envestnet Asset Management Inc
24,840,459$2.6B0.7%ETFLowBerwyn, PA2025-11-05
LPL Financial LLC
9,365,574$964.6M0.3%IndexVery LowFort Mill, SC2025-11-12
Forum Financial Management, LP
8,011,239$825.1M11.3%ETFLowLombard, IL2025-10-24
Bank of America Corp
7,942,463$818.0M0.1%CoreLowCharlotte, NC2026-02-03
Morgan Stanley
4,009,772$413.0M0.0%CoreLowNew York, NY2026-05-27
BlackRock, Inc.
3,994,190$411.4M0.0%IndexVery LowNew York, NY2025-11-12
JPMorgan Chase & Co
3,512,244$361.7M0.0%GrowthMediumNew York, NY2025-11-26
Ameriprise Financial Inc
2,946,497$298.3M0.1%CoreMediumMinneapolis, MN2025-11-14
Wells Fargo & Company
2,463,193$253.7M0.0%CoreLowSan Francisco, CA2025-11-13
Cetera Investment Advisers
2,370,464$244.1M0.3%IndexVery LowSchaumburg, IL2025-11-14
Envestnet Portfolio Solutions, Inc.
2,233,141$230.0M0.8%ETFLowBerwyn, PA2025-10-30
Assetmark, Inc
2,023,230$208.4M0.4%ETFLowConcord, CA2025-11-06
Stifel Financial Corp
1,986,483$204.6M0.2%CoreLowSt. Louis, MO2025-11-12
Park Avenue Securities LLC
1,901,799$195.9K0.0%ETFMediumNew York, NY2025-10-23
CWM, LLC
1,739,131$179.1K0.0%GrowthVery LowOmaha, NE2025-10-15
MML Investors Services, LLC
1,654,000$170.3M0.5%IndexLowSpringfield, MA2025-11-14
Janney Montgomery Scott LLC
1,543,576$159.0K0.0%CoreLowPhiladelphia, PA2025-10-27
RiverFront Investment Group, LLC
1,297,469$133.6M2.3%ETFLowRichmond, VA2025-11-13
Bank of New York Mellon Corp
1,175,641$121.1M0.0%CoreLowNew York, NY2025-11-03
Richard Bernstein Advisors LLC
1,074,047$111.0M3.2%GrowthVery LowNew York, NY2025-11-13
US Bancorp \de\
1,066,444$109.8M0.1%CoreLowMinneapolis, MN2025-11-12
Truist Financial Corp
1,039,548$107.1M0.1%CoreLowCharlotte, NC2025-11-03
NewEdge Advisors, LLC
963,262$99.2M0.5%CoreLowNew Orleans, LA2025-11-17
Benjamin Edwards Inc
934,346$96.2M1.1%CoreLowClayton, MO2025-10-23
Raymond James Financial Inc
877,232$90.3M0.0%IndexLowSt. Petersburg, FL2025-11-14
Destination Wealth Management
810,187$83.4M2.3%CoreVery LowWalnut Creek, CA2025-11-14
Sanctuary Advisors, LLC
754,673$77.7M0.4%CoreLowIndianapolis, IN2026-01-13
UBS Group AG
692,366$71.3M0.0%CoreMediumZurich, Switzerland2025-11-13
Royal Bank of Canada
692,163$71.3M0.0%CoreLowToronto, Australia2025-11-14
Northwestern Mutual Wealth Management Co
661,120$68.1M0.0%IndexVery LowMilwaukee, WI2025-11-14
Cerity Partners Ocio LLC
650,860$67.0M3.4%ETFMediumNew York, NY2025-10-22
United Capital Financial Advisors, LLC
606,428$62.5M0.4%ETFLowIrving, TX2025-11-14
Hamilton Capital Partners, LLC
600,751$61.9M23.7%Agg GrowthHighAtlanta, GA2025-10-16
Foundations Investment Advisors, LLC
565,829$58.3M0.8%ETFMediumPhoenix, AZ2025-11-03
Dynasty Wealth Management, LLC
473,409$48.8M0.7%ETFMediumSt. Petersburg, FL2025-10-29
Commonwealth Equity Services, LLC
461,351$47.5K0.0%ETFLowWaltham, MA2025-10-22
JB Capital LLC
459,459$47.3M2.0%ETFMediumWethersfield, CT2025-10-20
Osaic Holdings, Inc.
442,187$45.3M0.1%IndexLowScottsdale, AZ2025-11-14
Sagespring Wealth Partners, LLC
394,347$40.6M0.8%ETFLowFranklin, TN2025-10-31
MAI Capital Management
366,732$37.8M0.2%IndexVery LowIndependence, OH2025-11-10
Confluence Investment Management LLC
363,054$37.4M0.5%ValueMediumSt. Louis, MO2025-10-14
Cambridge Investment Research Advisors, Inc.
323,423$33.3K0.0%ETFLowFairfield, IA2025-11-12
Steward Partners Investment Advisory, LLC
321,827$33.1M0.2%CoreLowStamford, CT2025-11-12
Thrivent Financial for Lutherans
318,293$32.8K0.0%CoreMediumMinneapolis, MN2025-11-04
Castleark Management LLC
258,432$26.6M0.7%GrowthHighChicago, IL2025-11-17
Watchman Group, Inc.
252,485$26.0M6.3%ETFLowPlano, TX2025-11-13
CreativeOne Wealth, LLC
247,248$25.5M0.6%ETFMediumOverland Park, KS2025-11-13
Icon Wealth Advisors, LLC
246,350$25.4M1.7%GARPMediumHouston, TX2025-11-14
Johnson Bixby & Associates, LLC
222,823$22.9M2.9%ETFMediumVancouver, WA2025-10-16
IHT Wealth Management, LLC
218,052$22.5M0.6%ETFMediumChicago, IL2025-11-14
GenTrust, LLC
217,855$22.4M1.0%ETFLowMiami, FL2025-11-07
Atria Investments, Inc
209,694$21.6M0.2%CoreMediumCharlotte, NC2025-11-06
Vestmark Advisory Solutions, Inc.
202,255$20.8M0.4%ETFMediumWakefield, MA2025-11-10
Kelly Financial Services LLC
195,420$20.1M5.2%ETFMediumBraintree, MA2025-10-15
Modern Wealth Management, LLC
188,901$19.5M0.4%ETFMediumKansas City, MO2025-11-12
HighTower Advisors, LLC
181,456$18.7M0.0%IndexLowChicago, IL2025-11-07
Wealth Enhancement Advisory Services, LLC
177,521$18.3M0.0%CoreLowPlymouth, MN2025-10-29
SteelPeak Wealth, LLC
174,751$18.0M0.6%GrowthHighWoodland Hills, CA2025-10-21
Stone House Investment Management, LLC
169,677$17.5M2.9%ETFMediumTunkhannock, PA2025-10-27
High Falls Advisors, Inc
169,221$17.4M3.6%GrowthLowRochester, NY2025-11-14
Equitable Holdings, Inc.
163,224$16.8M0.1%ETFLowNew York, NY2025-11-14
Savvy Advisors, Inc.
161,879$16.7M0.8%IndexLowNew York, NY2025-11-06
Goelzer Investment Management, Inc.
161,097$16.6M0.9%GrowthLowCarmel, IN2025-10-14
Sharkey, Howes & Javer
158,977$16.4M2.1%ETFMediumDenver, CO2025-10-10
Orion Porfolio Solutions, LLC
157,260$16.2M0.1%CoreLowOmaha, NE2025-11-12
Harvest Portfolios Group Inc.
150,164$15.5M0.3%GrowthLowOakville, Australia2025-11-12
Financial Engines Advisors L.L.C.
149,318$15.4M0.0%ETFVery LowSanta Clara, CA2025-11-17
Affinity Capital Advisors, LLC
144,582$14.9M2.3%ETFLowBerkeley, CA2025-10-09
Trek Financial, LLC
143,038$14.7M0.9%ETFHighScottsdale, AZ2025-10-31
Jones Financial Companies Lllp
143,001$14.7M0.0%IndexLowDes Peres, MO2025-11-04
Keel Point, LLC
142,277$14.7M0.9%ETFLowHuntsville, AL2025-12-16
Triad Wealth Partners, LLC
124,995$12.9M1.7%ETFMediumLawrence, KS2025-10-30
MGO One Seven LLC
124,526$12.8M0.3%CoreLowBeachwood, OH2025-10-24
Rockefeller Capital Management L.P.
123,320$12.7M0.0%CoreLowNew York, NY2025-11-14
Strategic Blueprint, LLC
118,730$12.2M0.5%ETFLowAtlanta, GA2025-10-23
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
115,536$11.9M0.7%ETFMediumWestlake, OH2025-10-21
Stokes Family Office, LLC
112,831$11.6M1.1%CoreLowNew Orleans, LA2025-11-14
Tidemark, LLC
111,370$11.5M3.3%ETFMediumSan Diego, CA2025-11-03
Integrity Alliance, Llc.
102,980$10.6M0.5%ETFMediumUrbandale, IA2025-11-14
One Advisory Partners, LLC
101,063$10.5M3.2%ETFMediumOverland Park, KS2025-11-06
Capital Analysts, LLC
100,481$10.3K0.0%ETFLowFort Washington, PA2025-11-14
Arvest Investments, Inc.
94,948$9.8M1.4%ETFLowLowell, AR2025-10-14
National Bank of Canada
93,816$9.7M0.0%CoreMediumMontreal, Austria2025-11-14
Blue Trust, Inc.
92,023$9.5M0.1%ETFLowBrentwood, TN2025-10-16
OneDigital Investment Advisors LLC
91,812$9.5M0.1%ETFMediumOverland Park, KS2025-11-10
Wealth Alliance, LLC
91,643$9.4M1.0%CoreMediumMellville, NY2025-11-07
Avantax Planning Partners, Inc.
91,636$9.4M0.3%ETFLowDubuque, IA2025-10-31
Flow Traders U.S. LLC
91,146$9.4K0.0%ETFVery HighNew York, NY2025-11-14
&partners
91,014$9.4M0.1%IndexVery LowNashville, TN2025-11-14
Invst, LLC
89,255$9.2M1.0%ETFMediumIndianapolis, IN2026-02-04
Migdal Insurance & Financial Holdings Ltd.
87,356$9.0K0.0%GrowthMediumPetach Tikva, Luxembourg2025-10-30
Regal Investment Advisors LLC
86,460$8.9M0.6%ETFLowKentwood, MI2025-11-13
Hughes Financial Services, LLC
82,634$8.5M1.4%ETFLowHerndon, VA2025-11-14
Systelligence, LLC
82,613$8.5M1.6%ETFHighBloomington, MN2025-11-13
Farther Finance Advisors, LLC
80,550$8.3M0.1%IndexLowSan Francisco, CA2025-10-14
Net Worth Advisory Group
79,900$8.2M2.4%GARPMediumSandy, UT2025-10-15
Liberty Wealth Management LLC
79,800$8.2M1.2%ETFVery LowOakland, CA2025-10-31
Goldman Sachs Group Inc
79,637$8.2M0.0%CoreMediumNew York, NY2025-11-14
Evergreen Private Wealth LLC
76,952$7.9M3.2%CoreLowGreenwood Village, CO2025-10-24
Private Advisor Group, LLC
76,557$7.9M0.0%ETFMediumMorristown, NJ2025-11-13
Brookstone Capital Management
74,241$7.6M0.1%ETFMediumWheaton, IL2025-10-15
Bay Harbor Wealth Management, LLC
73,848$7.6M2.1%ETFMediumHunt Valley, MD2025-10-09
PAX Financial Group, LLC
73,560$7.6M1.4%ETFMediumSan Antonio, TX2025-11-04
Beacon Financial Group
73,239$7.5M0.7%ETFMediumDallas, TX2025-10-08
Pettinga Financial Advisors LLC
72,447$7.5M1.5%ETFMediumEvansville, IN2025-10-21
Legacy Financial Group LLC
72,151$7.4M1.0%ETFMediumDes Moines, IA2026-01-06
Scotia Capital Inc.
70,104$7.2M0.0%CoreLowToronto, Australia2025-11-14
One Wealth Advisors, LLC
69,357$7.1M0.9%ETFMediumSan Francisco, CA2025-11-03
Composition Wealth, LLC
68,583$7.1M0.1%ETFMediumLos Angeles, CA2025-10-20
Wealthstar Advisors, LLC
66,461$6.8M2.7%ETFMediumPlano, TX2025-11-12
Premier Path Wealth Partners, LLC
66,290$6.8M0.9%CoreMediumMadison, NJ2025-11-04
SigFig Wealth Management, LLC
65,997$6.8M0.2%ETFLowSan Francisco, CA2025-10-21
Mariner, LLC
65,587$6.8M0.0%GrowthLowOverland Park, KS2025-11-14
Bcgm Wealth Management, LLC
65,526$6.7M1.8%ETFMediumLafayette, IN2025-11-12
Cobblestone Asset Management LLC
65,303$6.7M3.1%ETFMediumRichmond, VA2025-10-20
Keystone Financial Services
65,130$6.7M2.1%ETFMediumLoveland, CO2025-11-13
Focus Partners Wealth
64,339$6.6M0.0%CoreLowSt Louis, MO2025-11-14
Integrated Wealth Concepts LLC
64,332$6.6M0.1%ETFLowWaltham, MA2025-11-14
Gries Financial LLC
63,236$6.5M1.0%GrowthLowCleveland, OH2025-10-22
Watershed Private Wealth LLC
62,623$6.4M2.0%ETFMediumOak Brook, IL2025-10-21
Vise Technologies, Inc.
62,322$6.4M0.2%IndexLowNew York, NY2025-11-13
Goodman Advisory Group, LLC
62,045$6.4M1.6%GrowthHighNeedham, MA2025-11-13
Kestra Advisory Services, LLC
60,972$6.3M0.0%IndexLowAustin, TX2025-11-14
Captrust Financial Advisors
60,798$6.3M0.0%IndexLowRaleigh, NC2025-11-19
Sheridan Capital Management, LLC
60,751$6.3M3.3%ETFLowSan Rafael, CA2025-10-28
True Vision MN LLC
60,517$6.2M3.2%N/AVery LowWoodbury, MN2025-10-28
Stratos Wealth Partners, Ltd.
60,233$6.2M0.1%ETFLowBeachwood, OH2025-11-06
NorthCoast Asset Management LLC
58,103$6.0M0.0%CoreMediumStamford, CT2025-11-10
SPC Financial, Inc.
57,968$6.0M0.5%Agg GrowthVery LowRockville, MD2025-11-05
Shared Vision Wealth Group LLC
57,755$6.1M2.6%ETFMediumCarlsbad, United Kingdom2025-10-30
Principal Securities, Inc.
56,754$5.8M0.1%ETFLowDes Moines, IA2025-11-12
Midwest Capital Advisors, LLC
56,389$5.8M2.8%ETFHighGrand Rapids, MI2025-10-27
Prospera Financial Services Inc
56,330$5.8M0.1%CoreMediumDallas, TX2025-11-06
Daymark Wealth Partners, LLC
55,739$5.7M0.2%CoreLowCincinnati, OH2025-10-22
5T Wealth, LLC
55,468$5.7M2.5%ETFLowNapa, CA2025-10-17
Nan Shan Life Insurance Co., Ltd.
54,700$5.6M0.1%CoreHighTaipei City, Faroe Islands2025-11-14
Able Financial Group, LLC
52,892$5.4M1.2%ETFLowScottsdale, AZ2025-10-10
WealthShield Partners, LLC
52,887$5.4M0.6%CoreMediumCary, NC2025-10-31
EWA, LLC
52,255$5.4M1.5%ETFMediumPittsburgh, PA2025-10-31
SWP Financial LLC
51,463$5.3M2.7%ETFMediumEncinitas, CA2025-11-04
HighPoint Advisor Group LLC
50,295$5.2M0.2%ETFLowDowners Grove, IL2026-11-09
Van Hulzen Asset Management, LLC
49,727$5.1M0.4%CoreMediumEl Dorado Hills, CA2025-11-13
Tudor Investment Corp ET AL
49,237$5.1M0.0%CoreHighStamford, CT2025-12-09
Sovran Advisors, LLC
49,081$5.1M0.5%ETFMediumSan Diego, CA2025-10-31
Angeles Wealth Management, LLC
48,793$5.0M0.3%ETFLowSanta Monica, CA2025-11-12
Ranch Capital Advisors Inc.
48,669$5.0M1.9%CoreVery LowSarasota, FL2025-11-14
Shilanski & Associates, Inc.
48,464$5.0M1.3%ValueLowAnchorage, AK2025-10-20
One Wealth Capital Management, LLC
48,170$5.0M2.2%GrowthMediumScottsdale, AZ2025-11-12
Coldstream Capital Management Inc
47,805$4.9M0.1%CoreMediumBellevue, WA2025-11-19
Arrow Financial Corp
47,748$4.9M0.5%ETFLowGlens Falls, NY2025-10-21
Cresta Advisors, Ltd.
47,555$4.9M2.2%ETFVery LowLaredo, TX2025-10-22
Global Retirement Partners, LLC
46,410$4.8M0.1%CoreLowSan Rafael, CA2025-10-21
JT Stratford LLC
46,354$4.8M0.6%CoreMediumGainesville, GA2025-11-12
Comerica Bank
46,043$4.7M0.0%GrowthVery LowDetroit, MI2025-11-14
Simplicity Wealth,LLC
44,964$4.6M0.3%ETFLowSummit, NJ2025-10-30
RFG Advisory, LLC
44,934$4.6M0.1%ETFLowBirmingham, AL2025-11-06
McNaughton Wealth Management, LLC
43,206$4.4M1.9%ETFLowSan Diego, CA2025-10-08
Baird Financial Group, Inc.
40,846$4.2M0.0%CoreLowMilwaukee, WI2025-11-13
Carr Financial Group Corp
40,379$4.2M1.1%ETFMediumWorcester, MA2025-10-08
Ashton Thomas Securities, LLC
40,050$4.1M0.6%GrowthMediumRochester, NY2025-10-27
Merit Financial Group, LLC
39,455$4.1M0.0%ETFLowAlpharetta, GA2025-11-07
Krilogy Financial LLC
39,024$4.0M0.2%GrowthLowSt. Louis, MO2025-11-06
Conrad Siegel Investment Advisors, Inc.
38,956$4.0M0.8%ETFLowHarrisburg, PA2025-10-16
Atlatl Advisers LLC
38,892$4.0M1.6%Agg GrowthHighMadison, WI2025-11-04
State Farm Mutual Automobile Insurance Co
38,797$4.0M0.0%CoreVery LowBloomington, IL2025-11-12
Advus Financial Partners, LLC
38,654$4.0M1.5%ETFLowWinter Park, FL2026-10-02
Smartleaf Asset Management LLC
38,118$3.9M0.2%IndexVery LowBoston, MA2025-11-05
IFP Advisors, Inc
37,346$3.8M0.1%CoreLowTampa, FL2026-02-06
A4 Wealth Advisors LLC
36,073$3.7M3.1%ETFHighHuntersville, NC2025-11-04
Susquehanna International Group, LLP
35,718$3.7M0.0%GrowthHighBala Cynwyd, PA2025-11-14
Advisory Services Network, LLC
35,661$3.7M0.1%GrowthLowAtlanta, GA2025-11-18
Endeavor Private Wealth, Inc.
35,408$3.6M1.1%ETFMediumTopeka, KS2025-10-22
First Heartland Consultants, Inc.
35,301$3.6M0.3%ETFMediumLake St. Louis, MO2025-11-10
Keebeck Wealth Management
35,216$3.6M0.4%CoreMediumChicago, IL2025-11-14
Vertex Planning Partners, LLC
34,702$3.6M0.7%ETFLowDowners Grove, IL2025-11-18
WCG Wealth Advisors LLC
34,595$3.6M0.2%ETFMediumLas Vegas, NV2025-11-13
Cornerstone Planning Group LLC
34,511$3.6M0.6%ETFMediumFairfield, NJ2025-11-04
Claro Advisors Inc.
34,095$3.5M0.5%CoreLowBoston, MA2025-11-12
DRW Securities, LLC
34,086$3.5M0.1%ValueVery HighChicago, IL2025-11-14
LFA - Lugano Financial Advisors SA
33,525$3.4M1.8%ETFLowLugano, Switzerland2025-11-05
Tyche Wealth Partners LLC
33,383$3.4M0.6%CoreLowPlano, TX2025-11-04
Fidelity D & D Bancorp Inc
33,268$3.4M1.9%ETFVery LowScranton, PA2025-11-13
Concurrent Investment Advisors, LLC
32,962$3.4M0.1%CoreMediumTampa, FL2025-10-27
Swmg, LLC
32,703$3.4M1.0%ETFMediumFort Worth, TX2025-10-24
Csenge Advisory Group
32,557$3.4M0.2%ETFMediumClearwater, FL2025-10-28
Bridge Generations Wealth Management LLC
31,882$3.3M2.2%ETFLowSouth Miami, FL2025-11-06
Modus Advisors, LLC
31,739$3.3M0.9%GrowthLowExcelsior, MN2025-11-05
Avid Wealth Partners LLC
31,703$3.3M1.6%ETFMediumSan Antonio, TX2025-11-06
Geneos Wealth Management Inc.
31,523$3.2M0.1%ETFLowEnglewood, CO2025-10-22
Certus Wealth Management, LLC
31,268$3.2M1.9%N/ALowRedwood City, CA2025-11-07
Cypress Wealth Services, LLC
31,216$3.2M0.5%ETFLowPalm Desert, CA2025-10-15
Apollon Wealth Management, LLC
31,147$3.2M0.1%GrowthLowMount Pleasant, SC2025-10-17
Centurion Wealth Management LLC
30,481$3.1M0.7%ETFMediumMclean, VA2025-10-09
Kestra Private Wealth Services, LLC
29,732$3.1M0.0%GrowthLowAustin, TX2025-11-17
Financial & Tax Architects, LLC
29,259$3.0M0.7%CoreHighSt Louis, MO2025-11-05
Twin Peaks Wealth Advisors, LLC
28,782$3.0M1.0%ETFMediumSan Francisco, CA2025-10-30
Insight Advisors, LLC/ PA
28,777$3.0M0.5%ETFMediumNewtown, PA2025-11-10
Hoxton Planning & Management, LLC
27,930$2.9M0.9%ETFLowShepherdstown, WV2025-10-27
Gateway Wealth Partners, LLC
27,364$2.8M0.4%ETFLowAppleton, WI2025-11-06
May Hill Capital, LLC
26,996$2.8M0.8%ETFLowCohasset, MA2025-11-07
Unique Wealth, LLC
26,930$2.8M0.4%ETFMediumTampa, FL2025-10-21
Center For Asset Management LLC
26,711$2.8M1.5%ETFMediumPalm Beach Gardens, FL2025-11-19
Independent Financial Group, LLC
26,708$2.8M0.1%GrowthLowSan Diego, CA2026-05-15
Trustmark Bank Trust Department
26,567$2.7M0.2%ETFLowJackson, MS2025-11-12
GeoWealth Management, LLC
26,106$2.7M0.1%ETFMediumChicago, IL2025-11-13
EQ LLC
26,019$2.7M0.9%ETFMediumBellevue, WA2025-11-07
Kilter Group LLC
25,963$2.7M1.3%ETFMediumRhinebeck, NY2026-02-06
World Investment Advisors
25,816$2.7M0.1%CoreLowLincroft, NJ2025-10-15
Visionary Wealth Advisors
25,421$2.6M0.1%CoreLowO'Fallon, IL2025-11-13
Clarus Wealth Advisors
25,411$2.6M1.2%ETFMediumPeoria, AZ2025-10-06
Spectrum Planning & Advisory Services Inc.
24,997$2.6M1.5%ETFMediumSan Diego, CA2025-11-13
Forte Asset Management LLC
24,600$2.5M1.2%ETFLowBedford, NY2025-10-30
Apeiron RIA LLC
24,465$2.5M0.6%ETFMediumDallas, TX2025-10-14
Diversify Advisory Services, LLC
24,249$2.5M0.1%GrowthLowSandy, UT2025-11-13
Horst & Graben Wealth Management LLC
23,710$2.4M0.4%ETFMediumPortland, OR2025-10-16
Cerity Partners LLC
23,467$2.4M0.0%IndexLowNew York, NY2025-10-22
Ashton Thomas Private Wealth, LLC
23,046$2.4M0.1%CoreMediumScottsdale, AZ2025-11-04
Heck Capital Advisors, LLC
22,952$2.4M0.2%ETFMediumRhinelander, WI2025-10-24
Veridan Wealth LLC
22,867$2.4M0.8%GARPHighWest Linn, OR2025-11-12
U.S. Capital Wealth Advisors, LLC
22,642$2.3M0.1%Agg GrowthVery LowAustin, TX2025-10-09
Anderson Hoagland & Co
22,575$2.3M0.2%ETFLowSt Louis, MO2025-10-15
Tidal Investments LLC
22,552$2.3M0.0%GrowthMediumMilwaukee, WI2025-11-14
B. Riley Wealth Advisors, Inc.
22,250$2.3M0.1%GrowthLowMemphis, TN2025-10-31
Sigma Planning Corp
21,736$2.2M0.1%CoreMediumAnn Arbor, MI2025-11-10
Strategic Investment Solutions, Inc.
21,703$2.2M0.6%ETFMediumOrland Park, IL2025-12-03
Etesian Wealth Advisors, Inc.
21,509$2.2M0.7%ETFLowWest Linn, OR2025-10-23
West Wealth Group, LLC
21,117$2.2M0.5%ETFMediumIrvine, CA2025-10-27
LifePlan Investment Advisors, Inc.
21,098$2.2M0.9%ETFLowRaleigh, NC2025-11-13
Rothschild Wealth LLC
20,760$2.1M0.5%ETFMediumOak Brook, IL2025-11-14
Braun-Bostich & Associates Inc.
20,685$2.1M1.3%ETFMediumCanonsburg, PA2025-11-03
Quotient Wealth Partners, LLC
20,632$2.1M0.1%ETFMediumDallas, TX2025-10-10
Davis Wealth Advisors, LLC
20,447$2.1M1.9%ETFMediumSalem, NH2026-09-01
Financial Life Advisors
19,907$2.1M0.7%ETFLowSan Antonio, TX2025-11-03
Elevation Point Wealth Partners, LLC
19,868$2.0M0.1%CoreMediumDenver, CO2025-11-14
RCS Financial Planning, LLC
19,728$2.0M0.9%ETFMediumAnnapolis, MD2025-11-05
Ehrlich Financial Group
19,642$2.0M1.2%ETFHighLaguna Niguel, CA2025-10-17
Legacy PCG, LLC
19,514$2.0M1.2%ETFLowIrvine, CA2025-11-14
BCU Wealth Advisors, LLC
19,435$2.0M0.8%ETFLowVernon Hills, IL2025-10-16
Values First Advisors, Inc.
18,295$1.9M1.0%CoreMediumJohnson City, TN2025-10-21
Lansing Street Advisors
18,190$1.9M0.5%ETFLowAmbler, PA2025-11-12
Integrated Advisors Network LLC
18,075$1.9M0.1%GrowthMediumDallas, TX2025-11-12
TBH Global Asset Management, LLC
18,039$1.9M0.4%ETFHighBrentwood, TN2025-10-20
WBH Advisory Inc
17,970$1.9M0.1%ETFLowBaltimore, MD2025-10-30
Copperleaf Capital, LLC
17,962$1.8M0.9%GrowthMediumRaleigh, NC2025-10-28
Retirement Wealth Solutions LLC
17,917$1.8M1.2%ETFLowMarshfield, WI2025-10-08
Cyndeo Wealth Partners, LLC
17,913$1.8M0.1%CoreMediumSt. Petersburg, FL2025-10-10
James Investment Research, Inc.
17,911$1.8M0.2%GARPLowAlpha, OH2025-10-31
Collective Family Office LLC
17,876$1.8M0.4%ETFLowYork, PA2025-10-06
MN Wealth Advisors, LLC
17,590$1.8M1.0%ETFMediumOverland Park, KS2025-10-21
JFS Wealth Advisors, LLC
17,568$1.8M0.1%ETFVery LowHermitage, PA2025-11-10
Barnes Wealth Management Group, Inc
17,391$1.8M1.0%ETFMediumBakersfield, CA2025-11-14
ShoreHaven Wealth Partners, LLC
17,382$1.8M0.7%ETFMediumRed Bank, NJ2025-10-23
SVB Wealth LLC
17,348$1.8M0.1%CoreLowBoston, MA2025-11-06
Pathstone Holdings, LLC
16,902$1.7M0.0%IndexLowEnglewood, NJ2025-11-13
Pinnacle Financial Partners Inc
16,671$1.7M0.0%GARPVery LowNashville, TN2025-10-28
Quadrant Private Wealth Management, LLC
16,395$1.7M0.3%GrowthLowCenter Valley, PA2025-10-30
Pinion Investment Advisors, LLC
16,036$1.7M0.5%ETFLowWichita, KS2025-10-27
Verus Capital Partners, LLC
15,968$1.6M0.1%Agg GrowthLowScottsdale, AZ2026-07-09
WealthPlan Investment Management, LLC
15,928$1.6M0.1%GrowthMediumOmaha, NE2025-10-27
Snowden Capital Advisors LLC
15,675$1.6M0.0%CoreLowNew York, NY2025-11-14
Hazlett, Burt & Watson, Inc.
15,666$1.6K0.0%CoreVery LowWheeling, WV2025-11-04
Prime Capital Investment Advisors, LLC
15,505$1.6M0.0%ETFLowOverland Park, KS2025-11-05
Aspire Private Capital, LLC
15,494$1.6M0.4%ETFMediumCornelius, NC2025-11-19
First Citizens Bank & Trust Co
15,077$1.6M0.0%CoreMediumRaleigh, NC2025-10-31
ODonnell Financial Services, LLC
14,980$1.5M0.5%ETFLowSan Rafael, CA2025-11-10
Mayflower Financial Advisors, LLC
14,452$1.5M0.2%ValueLowBoston, MA2025-10-17
Legacy Private Trust Co.
14,377$1.5M0.1%ETFLowNeenah, WI2025-10-08
Lanark Financial, Inc.
14,103$1.5M0.1%CoreMediumBirmingham, AL2025-11-14
Mendel Capital Management LLC
14,082$1.5M0.8%ETFVery LowLittle Rock, AR2025-10-31
AE Wealth Management LLC
14,068$1.4M0.0%CoreMediumTopeka, KS2025-11-03
Spire Wealth Management
13,963$1.4M0.0%GrowthMediumMclean, VA2025-10-23
Itau Unibanco Holding S.A.
13,838$1.4M0.0%YieldHighSao Paulo, Finland2025-11-12
Regimen Wealth, LLC
13,714$1.4M0.4%ETFMediumAtlanta, GA2025-11-12
Venturi Wealth Management, LLC
13,608$1.4M0.1%CoreMediumAustin, TX2025-10-23
PFG Investments, LLC
13,523$1.4M0.1%CoreLowWoodbury, NY2025-10-31
Leavell Investment Management, Inc.
13,487$1.4M0.1%GrowthLowMobile, AL2025-10-28
Alterna Wealth Management, Inc
12,977$1.3M1.1%ETFMediumHouston, TX2025-10-17
Wells Financial Advisors Inc
12,781$1.3M1.8%ETFVery LowFramingham, MA2025-10-20
Echo45 Advisors LLC
12,703$1.3M0.8%ETFLowWalnut Creek, CA2025-11-06
LexAurum Advisors, LLC
12,690$1.3M0.2%ETFLowOverland Park, KS2025-11-06
Firethorn Wealth Partners, LLC
12,193$1.3M0.5%ETFLowAugusta, GA2025-10-08
Davies Financial Advisors, Inc.
12,028$1.2M1.0%CoreVery LowMurrieta, CA2025-10-15
IFG Advisory, LLC
11,966$1.2M0.1%ETFLowAtlanta, GA2025-11-12
AlTi Global, Inc.
11,964$1.2M0.0%ETFMediumNew York, NY2025-11-06
Mach-1 Financial Group, LLC
11,573$1.2M0.2%ETFHighRogers, AR2025-11-12
Integrity Advisory Solutions, LLC
11,573$1.2M0.2%ETFMediumDallas, TX2025-11-12
Kingswood Wealth Advisors, LLC
11,524$1.2M0.1%GrowthLowSan Diego, CA2025-10-23
Corient Private Wealth LP
11,284$1.2M0.0%GrowthVery LowMiami, FL2025-11-14
Sovereign Financial Group, Inc.
11,234$1.2M0.2%ETFLowStamford, CT2025-10-17
Ascent Group, LLC
11,033$1.1M0.0%CoreLowVirginia Beach, VA2025-10-20
PFG Advisors
10,898$1.1M0.0%ETFMediumPhoenix, AZ2025-11-13
W Advisors, LLC
10,780$1.1M0.6%CoreLowGermantown, TN2025-11-14
Davenport & Co LLC
10,587$1.1M0.0%CoreMediumRichmond, VA2025-10-15
First International Bank of Israel Ltd.
10,526$1.1M0.6%ETFMediumTel Aviv, Luxembourg2025-11-12
CoreCap Advisors, LLC
10,502$1.1M0.0%ETFMediumSouthfield, MI2025-10-22
TFB Advisors LLC
10,460$1.1M0.3%ETFLowOverland Park, KS2025-11-04
Kingsview Wealth Management, LLC
10,433$1.1M0.0%ETFMediumGrants Pass, OR2025-11-12
Private Trust Co NA
10,404$1.1M0.1%CoreLowCleveland, OH2025-10-15
J.W. Cole Advisors, Inc.
10,305$1.1M0.0%CoreLowTampa, FL2025-11-05
BOS Asset Management, LLC
10,217$1.1M0.3%ETFLowSpringfield, IL2025-10-21
Theory Financial LLC
10,059$1.1M0.4%ETFMediumFort Collins, CO2025-10-29
Wedbush Securities Inc
10,042$1.0K0.0%CoreLowPasadena, CA2025-11-06
Nwam LLC
10,014$1.1M0.1%GrowthLowMercer Island, WA2026-02-04
Atlanta Consulting Group Advisors, LLC
9,946$1.0M0.3%ETFVery LowAtlanta, GA2025-11-05
Clear Creek Financial Management, LLC
9,940$1.0M0.1%ETFMediumSilverdale, WA2025-11-10
Two West Capital Advisors LLC
9,864$1.0M0.6%ETFLowOverland Park, KS2025-11-06
Transcend Capital Advisors, LLC
9,746$1.0M0.1%CoreLowMadison, NJ2025-11-04
First Manhattan Co. Llc.
9,678$996.7K0.0%CoreLowNew York, NY2025-11-14
Sequoia Financial Advisors, LLC
9,610$989.7K0.0%IndexVery LowAkron, OH2025-10-29
Brookwood Investment Group LLC
9,339$961.8K0.1%GrowthHighPhoenix, AZ2025-10-21
Regatta Capital Group, LLC
9,329$960.8K0.2%ETFLowEl Segundo, CA2025-10-17
Fullcircle Wealth LLC
9,329$965.6K0.3%GrowthVery LowMckinney, TX2025-11-05
Sunbelt Securities, Inc.
9,272$954.9K0.1%ValueVery LowHouston, TX2025-11-19
Absolute Capital Management, LLC
9,214$949.0K0.4%ETFMediumPittsburgh, PA2025-11-03
Berthel, Fisher & Company Financial Services, Inc.
9,107$938.0K0.1%N/AN/ACedar Rapids, IA2026-10-30
Hilltop Holdings Inc.
8,604$886.1K0.0%CoreMediumDallas, TX2025-11-14
Savant Capital, LLC
8,476$872.9K0.0%ETFLowRockford, IL2026-03-04
NorthRock Partners, LLC
8,392$864.3K0.0%ETFLowMinneapolis, MN2025-11-14
Richmond Investment Services, LLC
8,350$860.0K0.2%ETFLowMequon, WI2025-11-12
Silverleafe Capital Partners, LLC
8,273$852.0K0.3%CoreMediumGermantown, TN2025-10-16
TSA Wealth Managment LLC
8,160$840.4K0.3%ETFMediumHouston, TX2025-11-10
Parallel Advisors, LLC
8,074$831.6K0.0%GrowthLowSan Francisco, CA2025-11-13
Moneta Group Investment Advisors LLC
8,055$829.6K0.0%IndexVery LowSt Louis, MO2025-11-14
Klaas Financial Asset Advisors, LLC
7,929$816.6K0.1%ETFVery LowLoves Park, IL2025-10-20
Cary Street Partners Investment Advisory LLC
7,912$814.9K0.3%CoreLowRichmond, VA2025-11-10
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
7,800$803.4K0.1%CoreMediumConcord, MA2025-10-24
Perigon Wealth Management, LLC
7,663$789.3K0.0%GrowthLowSan Francisco, CA2025-10-17
Bank of Montreal
7,658$788.7K0.0%CoreMediumToronto, Australia2025-11-13
Royal Fund Management, LLC
7,582$780.7K0.1%CoreMediumLady Lake, FL2025-10-29
RHS Financial, LLC
7,453$767.6K0.4%ETFMediumSan Francisco, CA2025-10-22
Argent Trust Co
7,349$756.9K0.0%CoreLowNashville, TN2025-11-12
Wealthgarden F.S. LLC
7,325$768.1K0.5%ETFMediumEl Segundo, CA2025-11-04
ORG Partners LLC
7,232$772.8K0.2%GrowthLowRoanoke, IN2025-10-24
Concorde Asset Management, LLC
7,231$747.0K0.3%ETFMediumAnn Arbor, MI2025-11-14
MassMutual Private Wealth & Trust, FSB
7,034$724.4K0.0%CoreLowSpringfield, MA2025-10-22
Eastern Bank
6,970$717.9K0.0%GrowthMediumBoston, MA2025-10-27
Focus Financial Network, Inc.
6,954$716.2K0.0%ETFLowMinneapolis, MN2025-10-10
Checchi Capital Advisers, LLC
6,833$703.7K0.0%CoreLowBeverly Hills, CA2025-11-05
Lockerman Financial Group, Inc.
6,664$686.3K0.9%ETFMediumNewport Beach, CA2025-10-16
TD Private Client Wealth LLC
6,515$671.0K0.0%ETFLowNew York, NY2025-10-27
Avidian Wealth Enterprises, LLC
6,496$669.0K0.0%ETFLowHouston, TX2025-10-30
Avantra Family Wealth, Inc.
6,396$658.7K0.5%CoreMediumMechanicsburg, PA2025-10-28
Lifeworks Advisors, LLC
6,384$657.5K0.1%CoreMediumGrand Rapids, MI2025-11-12
VestGen Investment Management
6,366$655.6K0.4%GrowthHighEgg Harbor Township, NJ2025-11-13
Harbour Investments, Inc.
6,333$652.2K0.0%ETFLowMadison, WI2025-11-12
Patriot Investment Management Group, Inc.
6,290$647.8K0.0%ETFVery LowKnoxville, TN2025-10-15
Arkadios Wealth Advisors
6,096$627.9K0.0%CoreLowAtlanta, GA2025-10-29
Camarda Financial Advisors, LLC
6,078$626.0K0.2%Agg GrowthHighFleming Island, FL2025-11-14
Globalt Investments LLC / GA
5,823$599.7K0.0%ETFLowAtlanta, GA2025-10-14
Choreo, LLC
5,638$580.6K0.0%IndexLowRockford, IL2025-11-12
Signal Advisors Wealth, LLC
5,609$577.7K0.1%ETFLowDetroit, MI2025-10-10
World Equity Group, Inc.
5,486$565.0K0.1%GrowthMediumSchaumburg, IL2025-10-24
BFC Planning, Inc.
5,461$562.5K0.0%N/AN/ACedar Rapids, IA2026-10-29
Core Wealth Partners LLC
5,350$551.0K0.3%GrowthLowSanta Rosa, CA2025-11-04
Patron Partners, LLC
5,295$545.3K0.2%CoreLowHouston, TX2025-10-31
Cumberland Partners Ltd
5,230$538.6K0.0%CoreMediumToronto, Australia2025-11-07
Blalock Williams, LLC
5,209$536.5K0.5%GrowthMediumAlexander City, AL2025-10-28
Maripau Wealth Management LLC
5,205$536.1K0.3%ETFLowFort Wayne, IN2025-11-14
Ausdal Financial Partners, Inc.
5,183$533.8K0.0%ETFMediumDavenport, IA2025-11-14
Keybank National Association
5,167$532.1K0.0%CoreLowBrooklyn, OH2025-11-04
Apex Wealth Management, LLC
5,071$522.3K0.4%ETFMediumBedford, NH2025-10-23
Strategy Asset Managers LLC
5,043$519.4K0.1%CoreLowPasadena, CA2025-11-04
Fermata Advisors, LLC
5,032$518.2K0.1%ETFLowSonoma, CA2025-10-09
Valtinson Bruner Financial Planning LLC
4,983$513.2K0.2%ETFLowNew Brighton, MN2025-11-04
Embree Financial Group
4,936$508.4K0.1%ETFLowChicago, IL2025-10-09
Citigroup Inc
4,928$507.5K0.0%CoreMediumNew York, NY2025-11-10
Argyle Capital Partners, LLC
4,921$506.8K0.4%CoreLowLos Angeles, CA2025-11-14
LGT Financial Advisors LLC
4,891$503.8K1.1%CoreLowDallas, TX2025-11-17
D L Carlson Investment Group Inc
4,835$498.0K0.1%GrowthMediumConcord, NH2025-11-14
Traveka Wealth, LLC
4,793$493.6K0.2%ETFLowLos Altos, CA2025-10-17
Yukon Wealth Management, Inc.
4,767$491.0K0.2%ETFLowOverland Park, KS2025-11-14
Advyzon Investment Management, LLC
4,713$485.4K0.1%ETFMediumLisle, IL2025-11-10
Creative Planning
4,631$476.9K0.0%IndexVery LowOverland Park, KS2025-11-14
Transamerica Financial Advisors, LLC
4,572$470.8K0.0%GrowthMediumCedar Rapids, IA2025-11-14
Patriot Financial Group Insurance Agency, LLC
4,563$469.9K0.1%CoreLowWalpole, MA2025-10-08
Legacy Edge Advisors, LLC
4,485$461.9K0.1%ETFLowSyosset, NY2026-08-26
Vantage Point Financial LLC
4,464$459.7K0.2%ETFLowLisle, IL2025-10-24
Annex Advisory Services, LLC
4,440$457.3K0.0%GrowthHighBrookfield, WI2025-10-17
Koshinski Asset Management, Inc.
4,410$454.2K0.0%ETFLowDecatur, IL2025-11-10
Mirae Asset Global Investments Co., Ltd.
4,371$450.2K0.0%GrowthLowSeoul, Malaysia2025-11-03
Gen-Wealth Partners Inc
4,350$448.0K0.2%CoreMediumZeeland, MI2025-11-14
SAX Wealth Advisors, LLC
4,338$446.8K0.0%ETFVery LowParsippany, NJ2025-10-20
Northern Trust Corp
4,310$443.9K0.0%IndexVery LowChicago, IL2025-11-14
Waverly Advisors, LLC
4,308$443.6K0.0%IndexLowBirmingham, AL2025-11-14
von Borstel & Associates, Inc.
4,296$4420.0%ETFVery LowThe Dalles, OR2025-11-14
Betterment LLC
4,292$4420.0%ETFVery LowNew York, NY2025-11-13
Wayfinding Financial, LLC
4,287$4410.0%GrowthMediumLynnwood, WA2025-11-14
PUREfi Wealth, LLC
4,284$441.2K0.3%GrowthMediumBoston, MA2025-10-21
First Financial Bank - Trust Division
4,233$436.0K0.0%CoreLowHamilton, OH2025-10-01
Magnus Financial Group LLC
4,231$435.8K0.0%ETFLowNew York, NY2025-10-28
GenWealth Group, Inc.
4,229$435.6K0.1%ETFMediumMaplewood, NJ2025-11-14
XTX Topco Ltd
4,207$433.3K0.0%ValueVery HighLondon, United Kingdom2025-11-14
Beacon Pointe Advisors, LLC
4,146$427.0K0.0%ETFLowNewport Beach, CA2025-11-14
Exit Wealth Advisors, Llc.
4,114$423.7K0.3%GrowthHighAtlanta, GA2025-11-14
Resurgent Financial Advisors LLC
4,094$421.6K0.2%GrowthMediumAtlanta, GA2025-11-13
Blue Capital, Inc.
4,089$421.1K0.3%CoreHighOmaha, NE2025-11-14
Silverlake Wealth Management LLC
4,050$417.1K0.1%ETFLowWilliston, VT2025-10-28
Hutchens & Kramer Investment Management Group, LLC
4,012$413.2K0.2%ETFLowIndianapolis, IN2025-11-03
Whittier Trust Co
3,939$405.6K0.0%GrowthLowSouth Pasadena, CA2025-10-31
Harbor Investment Advisory, LLC
3,920$403.7K0.0%CoreLowLutherville, MD2025-10-27
Siligmueller & Norvid Wealth Advisors LLC
3,911$402.8K0.2%GrowthVery HighGlen Ellyn, IL2025-11-10
Simplex Trading, LLC
3,895$4010.0%GARPVery HighChicago, IL2025-11-12
Tiaa Trust, National Association
3,881$399.7K0.0%ETFLowCharlotte, NC2025-11-12
Cary Street Partners Financial LLC
3,859$397.4K0.0%CoreLowRichmond, VA2025-11-10
Signature Estate & Investment Advisors LLC
3,793$390.7K0.0%ETFMediumLos Angeles, CA2025-11-05
Cape Investment Advisory, Inc.
3,724$383.5K0.4%ETFLowMcdonough, GA2025-12-29
Essex Financial Services, Inc.
3,689$380.0K0.0%IndexLowEssex, CT2025-11-07
Perennial Investment Advisors, LLC
3,676$378.6K0.0%ETFLowLos Angeles, CA2025-11-12
Fiscal Wisdom Wealth Management, LLC
3,658$385.4K0.4%ETFMediumCanton, CT2025-11-07
Semus Wealth Partners LLC
3,649$375.8K0.2%GrowthLowBoca Raton, FL2025-10-22
FAS Wealth Partners, Inc.
3,593$370.0K0.0%ETFVery LowLeawood, KS2025-10-29
Arrien Investments, Inc.
3,578$368.5K0.2%ETFLowBoise, ID2025-11-03
Spinnaker Investment Group, LLC
3,544$365.0K0.1%ETFLowNewport Beach, CA2025-10-10
Channel Wealth LLC
3,505$361.0K0.1%GrowthMediumSanta Barbara, CA2025-10-07
Oppenheimer & Co Inc
3,500$360.5K0.0%CoreLowNew York, NY2025-11-06
Mmbg Investment Advisors Co.
3,488$359.2K0.0%GrowthLowMiami, FL2025-11-07
Shelter Mutual Insurance Co
3,440$354.3K0.1%ValueVery LowColumbia, MO2025-10-31
Pinnacle Wealth Management Advisory Group, LLC
3,437$354.0K0.0%CoreLowRed Bank, NJ2025-10-20
Pinnacle Associates LTD
3,437$354.0K0.0%CoreLowNew York, NY2025-11-13
Kickstand Ventures, Llc.
3,410$351.2K0.1%ETFMediumPittsford, NY2025-11-14
Hengehold Capital Management LLC
3,387$348.8K0.0%ETFLowCincinnati, OH2025-10-16
Nicolet Bankshares Inc
3,385$348.6K0.1%ETFMediumGreen Bay, WI2025-11-13
Pure Financial Advisors, LLC
3,364$346.5K0.0%IndexVery LowSan Diego, CA2025-10-20
Great Valley Advisor Group, Inc.
3,362$345.8K0.0%ETFLowWilmington, DE2025-11-14
Gilliland Jeter Wealth Management LLC
3,335$343.5K0.1%CoreVery LowLittle Rock, AR2025-10-28
Charles Schwab Trust Co
3,332$343.2K0.0%ETFLowHenderson, NV2025-10-10
Ballew Advisors, Inc
3,313$345.8K0.2%ETFLowJackson, MS2025-10-15
WNY Asset Management, LLC
3,306$340.5K0.0%ETFMediumWilliamsville, NY2025-11-14
Omega Financial Group, LLC
3,302$340.1K0.1%ETFVery LowSanta Barbara, CA2025-11-12
Coastal Bridge Advisors, LLC
3,264$336.2K0.0%CoreLowWestport, CT2025-11-03
Summit Financial, LLC
3,264$336.2K0.0%ETFLowParsippany, NJ2025-11-14
Caliber Wealth Management, LLC / KS
3,210$330.6K0.0%ETFLowOverland Park, KS2025-11-05
Client 1ST Advisory Group, LLC
3,184$327.9K0.1%ETFVery LowDunedin, FL2025-10-17
Western Wealth Management, LLC
3,167$326.1K0.0%ETFLowGolden, CO2025-11-06
EverSource Wealth Advisors, LLC
3,099$319.2K0.0%CoreMediumBirmingham, AL2025-11-10
Iams Wealth Management, LLC
3,080$317.3K0.1%CoreMediumOmaha, NE2025-10-15
One Day In July LLC
3,013$310.3K0.0%ETFVery LowBurlington, VT2025-10-27
Sound Income Strategies, LLC
2,980$306.4K0.0%YieldMediumFt Lauderdale, FL2025-10-10
Continuum Advisory, LLC
2,905$299.2K0.0%CoreLowEagle, ID2025-10-20
TD Waterhouse Canada Inc.
2,900$299.6K0.0%CoreLowToronto, Australia2025-11-03
BridgePort Financial Solutions, LLC
2,896$298.3K0.1%ETFLowFairfield, IA2025-11-06
RDA Financial Network
2,880$296.6K0.1%GrowthMediumAkron, IA2025-10-08
Veltria Advisors Corp.
2,878$296.4K1.3%ETFMediumMiami, FL2025-11-04
BAM Wealth Management, LLC
2,877$296.3K0.2%ETFHighLakewood, CO2025-10-31
Sowell Financial Services LLC
2,839$292.4K0.0%CoreLowNorth Little Rock, AR2025-10-17
Axim Planning & Wealth
2,833$291.8K0.2%Deep ValueLowSpringboro, OH2025-11-05
Strathmore Capital Advisors, Inc.
2,827$291.2K0.1%ETFLowCharlotte, NC2025-10-06
PNC Financial Services Group, Inc.
2,787$287.0K0.0%GrowthVery LowPittsburgh, PA2025-11-07
Wetherby Asset Management Inc
2,785$286.8K0.0%GrowthVery LowSan Francisco, CA2025-11-14
Journey Strategic Wealth LLC
2,749$283.1K0.0%YieldVery LowSummit, NJ2025-11-12
Empirical Asset Management, LLC
2,744$276.3K0.1%CoreMediumWellesley, MA2025-11-12
Raleigh Capital Management Inc.
2,715$279.6K0.1%CoreMediumCary, NC2025-11-04
Able Wealth Management LLC
2,664$274.4K0.1%ETFMediumToms River, NJ2025-10-14
NerdWallet Wealth Partners, LLC
2,662$274.2K0.1%ETFLowNew York, NY2025-11-13
Financial Partners Group, Inc
2,662$274.2K0.0%ETFLowOverland Park, KS2025-10-17
FMR LLC
2,644$272.3K0.0%GrowthMediumBoston, MA2025-11-13
Dentgroup LLC
2,614$269.2K0.2%N/AVery LowBaton Rouge, LA2025-10-03
Moment Partners, LLC
2,602$268.0K0.0%ETFLowSan Francisco, CA2025-11-06
MCF Advisors LLC
2,567$264.4K0.0%ETFLowLexington, KY2025-11-05
Fairvoy Private Wealth, LLC
2,548$262.4K0.1%GrowthMediumBirmingham, AL2025-10-10
Midwest Professional Planners, Ltd.
2,445$251.8K0.1%GrowthMediumWausau, WI2025-11-04
ADE, LLC
2,441$251.4K0.1%ETFLowBaltimore, MD2025-11-07
Market Street Wealth Management Advisors LLC
2,348$241.8K0.0%ETFMediumIndianapolis, IN2025-10-14
Investor's Fiduciary Advisor Network, LLC
2,343$2410.0%GrowthLowSnoqualmie, WA2025-11-03
Financial Sense Advisors, Inc.
2,319$238.8K0.0%CoreHighSan Diego, CA2025-11-14
Rossby Financial, LCC
2,295$236.3K0.1%ETFMediumMelbourne, FL2025-11-10
Flagstar Securities, Inc
2,253$232.1K0.1%ETFVery LowNew York, NY2025-11-10
Consolidated Portfolio Review Corp
2,203$226.9K0.0%ETFHighWoodbury, NY2025-11-12
Kelly Financial Group LLC
2,202$226.8K0.1%ETFLowWethersfield, CT2025-10-22
GWN Securities Inc.
2,140$222.8K0.1%CoreMediumPalm Beach Gardens, FL2025-10-27
Lowe Brockenbrough & Co Inc
2,130$219.4K0.0%CoreLowRichmond, VA2025-11-05
Krasney Financial LLC
2,087$214.9K0.0%GrowthVery LowMendham, NJ2025-11-07
Evergreen Capital Management LLC
2,053$211.4K0.0%ValueMediumBellevue, WA2025-10-28
Leuthold Group, LLC
2,048$210.9K0.0%ValueMediumMinneapolis, MN2025-11-06
Beacon Financial Advisory LLC
1,987$204.7K0.0%ETFLowCleveland, OH2025-10-29
Trinity Wealth Management, LLC
1,984$204.3K0.1%ETFMediumBerwyn, PA2025-10-08
AdvisorNet Financial, Inc
1,983$204.3K0.0%ETFLowMinnetonka, MN2025-10-09
Pflug Koory, LLC
1,820$187.4K0.1%CoreVery LowOmaha, NE2025-10-21
Creative Financial Designs Inc
1,717$176.8K0.0%ETFMediumKokomo, IN2025-11-12
Aptus Capital Advisors, LLC
1,688$173.8K0.0%CoreLowFairhope, AL2025-11-12
UMB Bank, n.a.
1,460$150.4K0.0%CoreLowKansas City, MO2025-11-04
New Republic Capital, LLC
1,431$147.4K0.0%CoreMediumCharlotte, NC2025-10-27
Tctc Holdings, LLC
1,397$143.9K0.0%ValueVery LowDallas, TX2025-11-07
Centaurus Financial, Inc.
1,388$1430.0%GrowthMediumAnaheim, CA2025-11-20
Parkside Financial Bank & Trust
1,376$141.7K0.0%CoreVery LowSaint Louis, MO2025-10-30
Park Place Capital Corp
1,078$111.0K0.0%CoreLowHomewood, AL2025-10-22
Vermillion & White Wealth Management Group, LLC
1,040$107.1K0.1%ETFLowPhoenixville, PA2025-11-26
Tsfg, LLC
959$990.0%ETFLowLake Forest, IL2025-11-04
Atlantic Trust Group, LLC
925$95.3K0.0%N/AN/AAtlanta, 2Q2025-11-24
Allworth Financial LP
915$94.2K0.0%ETFLowFolsom, CA2025-12-02
First Horizon Corp
885$91.1K0.0%CoreLowMemphis, TN2025-10-27
Golden State Wealth Management, LLC
873$90.0K0.0%ETFMediumSanta Ana, CA2025-11-03
Biltmore Family Office, LLC
785$80.8K0.0%GrowthLowCharlotte, NC2025-10-31
Asset Planning,Inc
775$79.8K0.1%CoreVery LowLos Alamitos, CA2025-10-23
BNP Paribas Financial Markets
763$78.6K0.0%CoreMediumParis, India2025-11-13
Ameriflex Group, Inc.
742$76.4K0.0%CoreMediumLas Vegas, NV2025-11-12
Capital Investment Advisory Services, LLC
729$75.1K0.0%CoreMediumRaleigh, NC2025-11-05
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
692$71.3K0.0%GrowthMediumFrankfurt Am Main, Hong Kong2025-11-14
Oakworth Capital, Inc.
660$68.0K0.0%ETFLowBirmingham, AL2025-11-04
Blair William & Co
541$55.7K0.0%MomentumLowChicago, IL2025-11-12
Clean Yield Group
530$54.6K0.0%CoreLowNorwich, VT2025-10-23
O'shaughnessy Asset Management, LLC
526$54.2K0.0%CoreLowStamford, CT2025-11-13
Tripletail Wealth Management, LLC
492$50.5K0.1%GARPLowOrlando, FL2025-10-20
Wealth Watch Advisors, Inc
468$48.2K0.0%ETFMediumEnglewood, CO2025-11-13
Independence Bank of Kentucky
466$48.0K0.0%GrowthLowOwensboro, KY2025-10-09
First Command Advisory Services, Inc.
450$46.3K0.0%ETFLowFort Worth, TX2025-10-31
Rice Partnership, LLC
448$46.1K0.0%GrowthMediumHonolulu, HI2025-11-10
Whittier Trust Co of Nevada Inc
448$46.1K0.0%GrowthLowReno, NV2025-10-31
Strategic Investment Advisors / MI
437$1.3M0.1%ETFHighFarmington Hills, MI2025-12-17
Fifth Third Bancorp
377$38.8K0.0%GrowthLowCincinnati, OH2025-11-07
Strategic Wealth Partners, Ltd.
358$36.9K0.0%CoreMediumIndependence, OH2025-11-14
Signaturefd, LLC
341$35.1K0.0%IndexLowAtlanta, GA2025-10-21
Larson Financial Group LLC
339$34.9K0.0%GrowthLowSt Louis, MO2025-11-14
Root Financial Partners, LLC
335$34.5K0.0%ETFMediumEncinitas, CA2025-10-29
Allspring Global Investments Holdings, LLC
278$28.7K0.0%CoreMediumCharlotte, NC2025-10-20
ST Germain D J Co Inc
275$28.3K0.0%CoreLowSpringfield, MA2025-10-07
Richardson Financial Services Inc.
262$27.0K0.0%CoreMediumMedway, MA2025-10-28
Covestor Ltd
239$250.0%ValueHighLondon, United Kingdom2025-10-30
Crewe Advisors LLC
232$23.9K0.0%ETFVery LowSalt Lake City, UT2025-11-13
Providence Capital Advisors, LLC
212$21.8K0.0%ValueMediumCharlotte, NC2025-11-06
Turim 21 Investimentos Ltda.
197$20.2K0.0%YieldHighRio De Janeiro, Finland2025-11-14
Kerr Financial Planning Corp
172$17.7K0.0%GrowthMediumFresno, CA2026-07-01
Trust Co of Vermont
162$16.7K0.0%CoreVery LowBrattleboro, VT2025-10-14
United Financial Planning Group LLC
151$15.6K0.0%ETFMediumHauppauge, NY2025-11-13
Imprint Wealth LLC
128$13.2K0.0%ETFMediumMount Pleasant, SC2025-11-14
Hantz Financial Services, Inc.
122$130.0%CoreMediumSouthfield, MI2025-11-05
Quest 10 Wealth Builders, Inc.
119$12.3K0.0%ETFLowFuquay-Varina, VA2025-10-20
Investors Research Corp
117$12.1K0.0%ETFLowAtlanta, GA2025-10-02
Caldwell Sutter Capital, Inc.
116$11.9K0.0%ValueLowSausalito, CA2025-10-29
Trust Co of Toledo NA
106$10.9K0.0%CoreVery LowHolland, OH2025-10-16
Ritter Daniher Financial Advisory LLC / de
105$10.8K0.0%ETFVery LowCincinnati, OH2025-11-03
NBT Bank, N.A.
103$77.4K0.0%CoreLowNorwich, NY2025-10-28
Wealthspire Advisors, LLC
97$10.0K0.0%IndexVery LowNew York, NY2025-11-14
Chapman Financial Group, LLC
97$10.0K0.0%CoreVery LowHonolulu, HI2025-11-12
Piscataqua Savings Bank
94$9.7K0.0%CoreVery LowPortsmouth, NH2025-10-28
Founders Financial Alliance, LLC
88$9.1K0.0%CoreLowRaleigh, NC2025-11-07
Rise Advisors, LLC
84$8.6K0.0%ETFMediumRochester, NY2025-10-08
Financial Gravity Wealth, Inc.
73$7.5K0.0%GrowthVery LowAllen, TX2025-11-14
Nfsg Corp
68$7.0K0.0%GrowthMediumBoca Raton, FL2025-11-13
Qube Research & Technologies Ltd
68$7.0K0.0%ValueVery HighLondon, United Kingdom2025-11-14
Realta Investment Advisors
54$5.6K0.0%GrowthMediumWilmington, DE2025-10-23
Global Trust Asset Management, LLC
50$5.2K0.0%GrowthMediumPalm Beach Gardens, FL2025-10-28
AlphaCore Capital LLC
49$5.0K0.0%ETFLowLa Jolla, CA2025-11-12
DecisionPoint Financial, LLC
45$4.6K0.0%ETFVery LowMesa, AZ2025-11-10
Horizon Investments, LLC
45$4.6K0.0%CoreMediumCharlotte, NC2025-11-14
Kiker Wealth Management, LLC
44$4.5K0.0%ETFLowJasper, GA2025-10-27
Wilmington Savings Fund Society, FSB
44$4.5K0.0%ValueLowWilmington, DE2025-11-20
Indiana Trust & Investment Management Co
41$4.2K0.0%GrowthLowMishawaka, IN2025-10-17
Gould Capital, LLC
38$3.9K0.0%CoreLowTacoma, WA2025-11-17
Archer Investment Corp
25$2.6K0.0%CoreMediumCarmel, IN2025-11-03
Reap Financial Group, LLC
23$2.4K0.0%ETFVery LowAustin, TX2025-11-06
N.E.W. Advisory Services LLC
23$2.4K0.0%ETFLowDe Pere, WI2025-10-27
Motco
21$2.2K0.0%CoreLowSan Antonio, TX2025-10-22
Viewpoint Capital Management LLC
21$2.2K0.0%GARPVery LowSeattle, WA2025-10-22
Clark Wealth Partners
19$1.9K0.0%ETFVery LowO'Fallon, IL2026-02-04
CGC Financial Services, LLC
19$2.0K0.0%ETFLowLake Oswego, OR2025-10-24
Glen Eagle Advisors, LLC
18$1.9K0.0%CoreLowKingston, NJ2025-11-14
Arlington Trust Co LLC
16$1.6K0.0%ETFMediumBirmingham, AL2025-10-28
Chelsea Counsel Co
14$1.4K0.0%CoreVery LowWoodland Hills, CA2025-11-25
Medallion Wealth Advisors, LLC
14$1.4K0.0%ETFMediumFarmington, CT2026-04-24
Family Legacy Financial Solutions, LLC
14$1.4K0.0%Agg GrowthMediumCary, NC2025-10-07
Cedar Mountain Advisors, LLC
12$1.2K0.0%ETFVery LowLake Oswego, OR2025-10-24
Tucker Asset Management LLC
9$9270.0%ETFMediumLittleton, CO2026-01-06
Gamma Investing LLC
7$7210.0%IndexVery LowFoster City, CA2025-10-02
Kozak & Associates, Inc.
7$7200.0%ETFLowHighlands Ranch, CO2025-11-18
Avion Wealth
6$00.0%CoreLowThe Woodlands, TX2025-10-24
Prestige Wealth Management Group LLC
5$5150.0%ETFMediumFlemington, NJ2026-02-20
CVA Family Office, LLC
5$5150.0%IndexVery LowDenver, CO2025-10-30
Clearstead Trust, LLC
5$5150.0%GrowthLowPortland, ME2025-11-10
AllSquare Wealth Management LLC
3$3090.0%GrowthVery LowAlbany, NY2026-01-12
Smallwood Wealth Investment Management, LLC
3$3080.0%ETFVery LowRed Bank, NJ2025-10-17
Huntington National Bank
2$2060.0%GrowthLowColumbus, OH2025-11-12
Tower Research Capital LLC (TRC)
1$1030.0%GARPVery HighNew York, NY2025-11-14
North Capital, Inc.
1$1030.0%ETFLowSalt Lake City, UT2025-10-09