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Ishares Preferred & Income S (PFF)

CUSIP: 464288687 | NYSE | 2953 institutional holders

Quarters

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

First Interstate Bank3,096,662
4.9% of portfolio›$91.4M
Cliftonlarsonallen Wealth Advisors, LLC2,056,012
0.8% of portfolio›$60.7M
Truist Financial Corp1,551,866
0.1% of portfolio›$45.8M
One Way Holdings LLC1,315,304
1.7% of portfolio›$38.8M
Commonwealth Equity Services, LLC1,189,314
0.0% of portfolio›$35.1M
Hennion & Walsh Asset Management, Inc.885,715
0.8% of portfolio›$26.1M
Wealth Enhancement Advisory Services, LLC849,891
0.0% of portfolio›$23.7M
Citigroup Inc708,520
0.0% of portfolio›$20.9M
Greenleaf Trust684,406
0.2% of portfolio›$20.2M
SeaBridge Investment Advisors LLC675,847
2.7% of portfolio›$19.9M
Northside Capital Management, LLC670,321
1.6% of portfolio›$19.8M
Kestra Advisory Services, LLC659,489
0.1% of portfolio›$19.5M
Independence Financial Advisors, LLC592,489
4.4% of portfolio›$17.5M
Markowski Investments552,068
3.6% of portfolio›$16.3M
Collective Family Office LLC543,732
3.3% of portfolio›$16.0M
Keybank National Association538,549
0.1% of portfolio›$15.9M
Cambridge Investment Research Advisors, Inc.528,543
0.0% of portfolio›$15.6K
Welch & Forbes LLC501,259
0.2% of portfolio›$14.8M
Park Avenue Securities LLC474,816
0.0% of portfolio›$14.0K
Ballast, Inc.437,716
2.4% of portfolio›$12.9M
Robertson Stephens Wealth Management, LLC430,524
0.3% of portfolio›$12.7M
Stablepoint Partners, LLC393,406
1.6% of portfolio›$11.6M
Conning Inc.390,500
0.4% of portfolio›$11.5M
SBI Securities Co., Ltd.372,643
0.3% of portfolio›$11.0M
Tanager Wealth Management LLP364,733
0.9% of portfolio›$10.8M
Mountain Hill Investment Partners Corp.336,638
5.4% of portfolio›$9.9M
Cordoba Advisory Partners LLC308,159
1.1% of portfolio›$9.1M
Prospera Financial Services Inc307,881
0.1% of portfolio›$8.8M
Angeles Wealth Management, LLC299,021
0.4% of portfolio›$8.8M
D.A. Davidson & Co.284,711
0.0% of portfolio›$8.4M
AMG National Trust Bank270,048
0.2% of portfolio›$8.0M
Lido Advisors, LLC268,380
0.0% of portfolio›$7.9M
Mesirow Financial Investment Management, Inc.250,891
0.1% of portfolio›$7.4M
Oppenheimer & Co Inc249,546
0.1% of portfolio›$7.4M
Arch Global Advisors, LLC232,376
2.9% of portfolio›$6.9M
Paulson Wealth Management Inc.222,485
1.4% of portfolio›$6.6M
Davenport & Co LLC209,550
0.0% of portfolio›$6.2M
Blue Fin Capital, Inc.206,012
0.8% of portfolio›$6.1M
Fortress Financial Solutions, LLC204,768
5.1% of portfolio›$6.0M
Brindle & Bay Financial Advisors, LLC200,545
2.2% of portfolio›$5.9M
Investors Research Corp199,788
1.0% of portfolio›$5.9M
MassMutual Private Wealth & Trust, FSB199,558
0.2% of portfolio›$5.9M
Kentucky Trust Co195,477
2.9% of portfolio›$5.8M
Assetmark, Inc188,303
0.0% of portfolio›$5.6M
Brookstone Capital Management184,816
0.1% of portfolio›$5.5M
Thrivent Financial for Lutherans182,549
0.0% of portfolio›$5.4M
Fragasso Financial Advisors Inc176,922
0.3% of portfolio›$5.2M
Capital Square, LLC175,433
2.3% of portfolio›$5.2M
Gerber Kawasaki Wealth & Investment Management174,771
0.1% of portfolio›$5.2M
Farrow Financial, Inc.172,682
2.7% of portfolio›$5.1M
Eagle Harbor Asset Management Inc170,731
3.8% of portfolio›$5.0M
Independent Financial Group, LLC166,253
0.1% of portfolio›$4.9M
International City Management Association Retirement Corp163,509
1.1% of portfolio›$4.8M
Insight Wealth Strategies, LLC158,936
0.5% of portfolio›$4.7M
BOS Asset Management, LLC158,564
1.1% of portfolio›$4.7M
Concurrent Investment Advisors, LLC158,170
0.0% of portfolio›$4.7M
Compass Financial Management LLC149,071
0.5% of portfolio›$4.4M
Creative Planning147,849
0.0% of portfolio›$4.4M
Carnegie Investment Counsel144,140
0.1% of portfolio›$4.3M
Charles Schwab Trust Co140,406
0.2% of portfolio›$4.1M
Bank of Stockton139,468
1.2% of portfolio›$4.1M
Cypress Wealth Services, LLC138,051
0.5% of portfolio›$4.1M
XML Financial, LLC137,740
0.3% of portfolio›$4.1M
First Citizens Bank & Trust Co136,064
0.1% of portfolio›$4.0M
Wealth Advisory Solutions, LLC134,375
0.8% of portfolio›$4.0M
Old National Bancorp133,192
0.1% of portfolio›$3.9M
Financial Advisory Partners, LLC130,897
1.0% of portfolio›$3.9M
Perennial Advisors, LLC130,450
0.6% of portfolio›$3.8M
Integrated Advisors Network LLC127,520
0.2% of portfolio›$3.8M
Apella Capital, LLC127,164
0.0% of portfolio›$3.7M
Freedom Day Solutions, LLC126,842
0.8% of portfolio›$3.7M
Aletheian Wealth Advisors LLC123,636
1.5% of portfolio›$3.6M
Kestra Private Wealth Services, LLC122,341
0.0% of portfolio›$3.6M
Curbstone Financial Management Corp113,863
0.6% of portfolio›$3.4M
RFG Advisory, LLC109,754
0.0% of portfolio›$3.2M
Ashton Thomas Private Wealth, LLC108,821
0.1% of portfolio›$3.2M
Shulman DeMeo Asset Management LLC108,314
0.6% of portfolio›$3.2M
Dynamic Advisor Solutions LLC106,092
0.1% of portfolio›$3.1M
Amicus Financial Advisors, LLC105,346
0.8% of portfolio›$3.1M
Meridian Wealth Management, LLC102,526
0.1% of portfolio›$3.0M
Wedbush Securities Inc100,642
0.0% of portfolio›$3.0K
HUB Investment Partners, LLC99,930
0.1% of portfolio›$2.9M
Post Resch Tallon Group Inc.99,820
2.0% of portfolio›$2.9M
Sterling Investment Advisors, Ltd.99,160
0.5% of portfolio›$2.9M
Atria Investments, Inc98,514
0.0% of portfolio›$2.9M
Parallel Advisors, LLC97,744
0.0% of portfolio›$2.9M
Platform Technology Partners95,804
0.4% of portfolio›$2.8M
Liberty Capital Management, Inc.95,115
0.5% of portfolio›$2.8M
Mezzasalma Advisors, LLC93,785
0.6% of portfolio›$2.8M
Montis Financial, LLC93,514
0.6% of portfolio›$2.8M
Crown Oak Advisors, LLC92,032
1.3% of portfolio›$2.7M
Infinity Wealth Counsel, LLC91,439
2.2% of portfolio›$2.7M
Tctc Holdings, LLC90,847
0.1% of portfolio›$2.7M
Legacy Capital Wealth Partners, LLC90,719
0.6% of portfolio›$2.7M
Sharper & Granite LLC89,515
0.9% of portfolio›$2.7M
Graetz Wealth LLC89,292
2.1% of portfolio›$2.6M
KMG Fiduciary Partners, LLC88,442
0.3% of portfolio›$2.6M
Tran Capital Management, L.P.86,138
0.3% of portfolio›$2.5M
RMR Capital Management, LLC85,928
1.8% of portfolio›$2.5M
Congress Asset Management Co85,671
0.0% of portfolio›$2.5M
Smith Shellnut Wilson LLC83,938
0.9% of portfolio›$2.5M
Farther Finance Advisors, LLC81,528
0.0% of portfolio›$2.4M
Peoples Bank80,230
2.3% of portfolio›$2.4M
Armstrong Advisory Group, Inc79,768
0.1% of portfolio›$2.4M
VestGen Advisors, LLC79,676
0.1% of portfolio›$2.4M
Roman Butler Fullerton & Co79,488
0.5% of portfolio›$2.3M
Courier Capital LLC76,970
0.1% of portfolio›$2.3M
NBT Bank, N.A.76,840
0.2% of portfolio›$2.3M
Atlantic Edge Private Wealth Management, LLC76,415
0.5% of portfolio›$2.3M
Verdence Capital Advisors LLC75,074
0.1% of portfolio›$2.2M
Focus Wealth Advisors, LLC73,899
1.0% of portfolio›$2.2M
Burke & Herbert Bank & Trust Co73,855
0.5% of portfolio›$2.2M
Dumont & Blake Investment Advisors LLC73,838
0.5% of portfolio›$2.2M
Duncker Streett & Co Inc72,467
0.4% of portfolio›$2.1M
Whitener Capital Management, Inc.72,440
0.4% of portfolio›$2.1M
Wealthcare Advisory Partners LLC68,184
0.0% of portfolio›$2.0M
Brighton Jones LLC67,711
0.0% of portfolio›$2.0M
AlphaCore Capital LLC67,647
0.0% of portfolio›$2.0M
Capstone Wealth Management Group, Inc.67,371
1.2% of portfolio›$2.0M
SP Asset Management LLC67,099
0.2% of portfolio›$2.0M
Farrell Financial LLC66,971
1.1% of portfolio›$2.0M
Stronghold Wealth Management L.L.C.66,057
2.7% of portfolio›$1.9M
DT Investment Partners, LLC64,837
0.1% of portfolio›$1.9M
Powell Investment Advisors, LLC64,025
0.6% of portfolio›$1.9M
Arista Wealth Management, LLC63,906
0.2% of portfolio›$1.9M
Wendell David Associates Inc63,062
0.0% of portfolio›$1.9K
MGO One Seven LLC62,977
0.0% of portfolio›$1.9M
Greenwood Capital Associates LLC62,590
0.2% of portfolio›$1.8M
McAdam, LLC61,993
0.1% of portfolio›$1.8M
Thrive Capital Management, LLC60,847
0.3% of portfolio›$1.8M
Fell Capital Management60,384
1.5% of portfolio›$1.8M
KOM Wealth Management Group, LLC59,135
0.9% of portfolio›$1.7M
Sage Investment Advisers LLC58,864
1.1% of portfolio›$1.7M
Procyon Advisors, LLC58,638
0.1% of portfolio›$1.7M
Fagan Associates, Inc.58,173
0.2% of portfolio›$1.7M
Grey Ledge Advisors, LLC57,808
0.3% of portfolio›$1.7M
Fifth Third Securities, Inc.57,526
0.1% of portfolio›$1.7M
Aprio Wealth Management, LLC57,120
0.1% of portfolio›$1.7M
Sky Investment Group LLC56,560
0.2% of portfolio›$1.7M
Midwest Trust Co56,385
0.0% of portfolio›$1.7M
OpenArc Corporate Advisory, LLC54,859
0.0% of portfolio›$1.6M
Chicago Partners Investment Group LLC53,567
0.0% of portfolio›$1.5M
Noesis Capital Mangement Corp53,464
0.2% of portfolio›$1.6M
B. Riley Wealth Advisors, Inc.52,436
0.1% of portfolio›$1.5M
Wavvest Wealth LLC51,518
1.2% of portfolio›$1.5M
Somerset Trust Co50,414
0.4% of portfolio›$1.5M
Fogel Capital Management, Inc.49,727
0.6% of portfolio›$1.5M
Aviance Capital Partners, LLC49,677
0.1% of portfolio›$1.5M
Soltis Investment Advisors LLC49,573
0.1% of portfolio›$1.5M
Aventus Investment Advisors, Inc.49,454
1.1% of portfolio›$1.5M
IFP Advisors, Inc49,012
0.0% of portfolio›$1.4M
CGN Advisors LLC48,645
0.1% of portfolio›$1.4M
First National Trust Co47,833
0.0% of portfolio›$1.4M
Atlas Private Wealth Advisors47,797
0.3% of portfolio›$1.4M
Mcrae Capital Management Inc47,671
0.3% of portfolio›$1.4M
Hohimer Wealth Management, LLC47,662
0.1% of portfolio›$1.4M
Arcataur Capital Management LLC47,032
0.3% of portfolio›$1.4M
Daymark Wealth Partners, LLC46,816
0.0% of portfolio›$1.4M
CWA Asset Management Group, LLC46,746
0.0% of portfolio›$1.4M
FC Advisory LLC45,648
0.4% of portfolio›$1.3M
Rainey & Randall Wealth Advisors Inc.44,627
0.2% of portfolio›$1.3M
SS&H Financial Advisors, Inc.44,525
0.0% of portfolio›$1.3K
StoneX Group Inc.44,333
0.0% of portfolio›$1.3M
Asset Advisory Group, Inc.44,133
0.6% of portfolio›$1.3M
Financial Insights, Inc.43,616
0.3% of portfolio›$1.3M
NorthCrest Asset Manangement, LLC43,263
0.0% of portfolio›$1.3M
Colony Family Offices, LLC42,415
0.3% of portfolio›$1.3M
Joseph P. Lucia & Associates, LLC42,179
0.4% of portfolio›$1.2M
Cordatus Wealth Management LLC42,124
0.3% of portfolio›$1.2M
Laurel OAK Wealth Management, LLC41,917
0.2% of portfolio›$1.2M
Prime Capital Investment Advisors, LLC41,554
0.0% of portfolio›$1.2M
Providence First Trust Co41,512
0.4% of portfolio›$1.2M
Lanark Financial, Inc.41,311
0.1% of portfolio›$1.2M
Signal Advisors Wealth, LLC41,083
0.1% of portfolio›$1.2M
Signature Equity Partners, LLC40,049
0.4% of portfolio›$1.2M
Cadent Capital Advisors, LLC40,041
0.3% of portfolio›$1.2M
New England Private Wealth Advisors LLC38,792
0.1% of portfolio›$1.1M
PFG Advisors38,617
0.1% of portfolio›$1.1M
City Holding Co37,588
0.1% of portfolio›$1.1M
Seamount Financial Group Inc37,390
0.4% of portfolio›$1.1M
Wealthcare Capital Partners, LLC37,241
0.4% of portfolio›$1.1M
Primoris Wealth Advisors, LLC36,900
0.5% of portfolio›$1.1M
Montecito Bank & Trust36,372
0.2% of portfolio›$1.1M
Blue Trust, Inc.35,995
0.0% of portfolio›$1.1M
Citizens Financial Group Inc35,981
0.0% of portfolio›$1.1M
KG Capital Management35,714
0.6% of portfolio›$1.1M
True Private Wealth Advisors35,109
0.1% of portfolio›$1.0M
Elevation Point Wealth Partners, LLC34,848
0.0% of portfolio›$1.0M
Apollon Wealth Management, LLC34,822
0.0% of portfolio›$1.0M
Bath Savings Trust Co34,796
0.1% of portfolio›$1.0M
Etesian Wealth Advisors, Inc.34,786
0.3% of portfolio›$1.0M
Magnus Financial Group LLC34,377
0.1% of portfolio›$1.0M
Telos Capital Management, Inc.34,224
0.1% of portfolio›$1.0M
Romano Brothers and Company34,121
0.1% of portfolio›$1.0M
Flagship Harbor Advisors, LLC34,003
0.0% of portfolio›$1.0M
CMG Global Holdings, LLC33,528
0.4% of portfolio›$989.1K
Cordgrass Capital Advisors, LLC33,518
0.4% of portfolio›$988.8K
Kingswood Wealth Advisors, LLC33,348
0.0% of portfolio›$983.8K
Realta Investment Advisors33,227
0.3% of portfolio›$980.2K
Cowa, LLC32,400
0.2% of portfolio›$955.8K
Ipswich Investment Management Co., Inc.32,364
0.2% of portfolio›$954.7K
Titleist Asset Management, LLC32,144
0.1% of portfolio›$948.2K
Focus Financial Network, Inc.31,634
0.0% of portfolio›$933.2K
Canandaigua National Bank & Trust Co31,186
0.1% of portfolio›$920.0K
Prairiewood Capital, LLC30,875
0.2% of portfolio›$910.8K
North Forty Two & Co.30,701
0.7% of portfolio›$905.7K
Patriot Investment Management Group, Inc.30,491
0.1% of portfolio›$899.5K
Rockingstone Advisors LLC30,412
0.4% of portfolio›$897.2K
Pinnacle Associates LTD30,260
0.0% of portfolio›$892.7K
Connecticut Wealth Management, LLC30,234
0.0% of portfolio›$891.9K
Texas Bank & Trust Co29,667
0.3% of portfolio›$875.2K
Accel Wealth Management29,665
0.2% of portfolio›$875.1K
Capital Investment Advisory Services, LLC29,268
0.1% of portfolio›$863.4K
Howard Wealth Management, LLC29,006
0.3% of portfolio›$855.7K
William Howard & Co Financial Advisors Inc28,710
0.7% of portfolio›$847.0K
Global Assets Advisory, LLC28,543
0.2% of portfolio›$841.3K
Crestwood Advisors Group, LLC28,351
0.0% of portfolio›$836.4K
WealthTrust Asset Management, LLC27,898
0.5% of portfolio›$823.0K
Rosenberg Matthew Hamilton27,869
0.1% of portfolio›$822.1K
Wilmington Savings Fund Society, FSB27,595
0.0% of portfolio›$814.1K
Bellecapital International Ltd.27,000
0.1% of portfolio›$796.5K
Triumph Capital Management26,837
0.1% of portfolio›$791.7K
Choreo, LLC26,816
0.0% of portfolio›$791.1K
Vista Finance, LLC26,230
0.4% of portfolio›$773.8K
Elser Financial Planning, Inc25,538
0.0% of portfolio›$753.4K
Capital Investment Advisors, LLC25,017
0.0% of portfolio›$738.0K
Lodestar Private Asset Management LLC24,996
0.1% of portfolio›$737.4K
HCR Wealth Advisors24,769
0.1% of portfolio›$730.7K
Rebalance, LLC24,743
0.0% of portfolio›$729.9K
Wesbanco Bank Inc24,669
0.0% of portfolio›$727.7K
Red Spruce Capital, LLC24,607
0.3% of portfolio›$725.9K
Perigon Wealth Management, LLC24,574
0.0% of portfolio›$724.9K
Private Trust Co NA24,152
0.1% of portfolio›$712.5K
TPG Advisors LLC24,116
0.4% of portfolio›$711.4K
Objective Capital Management, LLC23,821
0.6% of portfolio›$702.7K
Nilsine Partners, LLC23,789
0.0% of portfolio›$701.8K
Princeton Capital Management LLC23,696
0.1% of portfolio›$699.0K
Verity Asset Management, Inc.23,642
0.3% of portfolio›$697.4K
Breachway Investments LLC23,269
1.1% of portfolio›$686.4K
Caldwell Trust Co23,159
0.1% of portfolio›$683.2K
TD Waterhouse Canada Inc.23,153
0.0% of portfolio›$681.9K
Sidoxia Capital Management, LLC22,825
0.5% of portfolio›$673.3K
Sowa Financial Group, Inc.22,715
0.0% of portfolio›$670
Kane Co Wealth Management, Inc.22,418
0.5% of portfolio›$661.3K
Alpha Omega Wealth Management LLC22,369
0.1% of portfolio›$659.9K
SAX Wealth Advisors, LLC22,242
0.0% of portfolio›$656.1K
Hudson Edge Investment Partners Inc.22,200
0.1% of portfolio›$654.9K
Summit Financial Wealth Advisors, LLC22,133
0.1% of portfolio›$652.9K
Diversify Advisory Services, LLC22,047
0.0% of portfolio›$643.1K
Diversify Wealth Management, LLC22,047
0.0% of portfolio›$643.1K
Carret Asset Management, LLC22,022
0.1% of portfolio›$649.6K
Tred Avon Family Wealth, LLC21,685
0.2% of portfolio›$639.7K
Advisory Solutions Group, LLC21,608
0.1% of portfolio›$637.4K
Provenance Wealth Advisors, LLC21,602
0.0% of portfolio›$637.3K
Spire Wealth Management21,061
0.0% of portfolio›$621.3K
Asset Allocation & Management Company, LLC21,000
0.0% of portfolio›$620
MMA Asset Management LLC20,891
0.2% of portfolio›$616.3K
Ehrlich Financial Group20,874
0.3% of portfolio›$615.8K
Tiller Private Wealth, Inc.20,751
0.2% of portfolio›$612.1K
Simplex Trading, LLC20,714
0.0% of portfolio›$611.1K
Unify Financial Advisors20,574
0.6% of portfolio›$606.9K
Sonata Capital Group Inc20,453
0.2% of portfolio›$603.4K
Parkside Financial Bank & Trust20,355
0.0% of portfolio›$600.5K
Sincerus Advisory, LLC20,162
0.4% of portfolio›$594.8K
Penobscot Investment Management Company, Inc.20,078
0.0% of portfolio›$592.3K
Yorktown Management & Research Co Inc20,000
0.4% of portfolio›$590.0K
Clientfirst Wealth Management, LLC19,944
0.4% of portfolio›$588.3K
MSH Capital Advisors LLC19,504
0.1% of portfolio›$575.4K
Pinnacle Wealth Management Advisory Group, LLC19,326
0.0% of portfolio›$570.1K
Aire Advisors, LLC19,236
0.1% of portfolio›$567.5K
Simplicity Wealth,LLC19,197
0.0% of portfolio›$566.3K
Integrity Alliance, Llc.18,984
0.0% of portfolio›$560.0K
Mirae Asset Global Investments Co., Ltd.18,950
0.0% of portfolio›$559.0K
CRA Financial Services, LLC18,938
0.1% of portfolio›$558.7K
Busey Bank18,876
0.0% of portfolio›$556.8K
Bank of New York Mellon Corp18,789
0.0% of portfolio›$554.3K
Grandview Asset Management LLC18,590
0.2% of portfolio›$548.4K
Calamos Wealth Management LLC18,473
0.0% of portfolio›$545.0K
Independence Bank of Kentucky18,268
0.1% of portfolio›$538.9K
Private Client Services, LLC18,249
0.1% of portfolio›$538.3K
Integris Wealth Management, LLC18,124
0.1% of portfolio›$534.6K
Dodds Wealth, LLC18,054
0.1% of portfolio›$532.6K
LongView Wealth Management18,017
0.1% of portfolio›$531.5K
Moneco Advisors, LLC17,890
0.0% of portfolio›$527.7K
International Assets Investment Management, LLC17,833
0.0% of portfolio›$525.4K
Fortitude Family Office, LLC17,457
0.1% of portfolio›$515.0K
Woodmont Investment Counsel LLC17,369
0.0% of portfolio›$512.4K
Richwood Investment Advisors, LLC17,194
0.4% of portfolio›$507.2K
Allen Mooney & Barnes Investment Advisors LLC17,083
0.1% of portfolio›$503.9K
Capital Advisors, Ltd. LLC17,005
0.0% of portfolio›$502
City State Bank16,865
0.1% of portfolio›$497.5K
Delta Capital Management LLC16,849
0.0% of portfolio›$497
Prudent Man Advisors, LLC16,820
0.1% of portfolio›$496.2K
W.G. Shaheen & Associates DBA Whitney & Co16,770
0.0% of portfolio›$494.7K
Guidance Point Advisors, LLC16,651
0.1% of portfolio›$491.4K
Wealth Architects, LLC16,447
0.0% of portfolio›$485.2K
Sigma Planning Corp16,375
0.0% of portfolio›$483.1K
KCM Investment Advisors LLC16,343
0.0% of portfolio›$482.1K
Invenio Wealth Partners LLC16,330
0.2% of portfolio›$481.7K
Forteris Wealth Management Inc.16,240
0.4% of portfolio›$479.1K
Investment Planning Advisors, Inc.16,164
0.1% of portfolio›$476.8K
BAR Harbor Wealth Management15,746
0.0% of portfolio›$464.5K
Kingsbury Capital Investment Advisors LLC15,387
0.4% of portfolio›$453.9K
PW Nova Financial Services LLC15,250
0.1% of portfolio›$449.9K
OAK Family Advisors, LLC15,221
0.1% of portfolio›$449.0K
Gamma Investing LLC14,797
0.0% of portfolio›$436.5K
Cyndeo Wealth Partners, LLC14,640
0.0% of portfolio›$431.9K
Sweeney & Michel, LLC14,600
0.1% of portfolio›$430.7K
Evergreen Capital Management LLC14,477
0.0% of portfolio›$427.1K
Fiduciary Alliance LLC14,462
0.0% of portfolio›$426.6K
Traynor Capital Management, Inc.14,331
0.0% of portfolio›$422.8K
Emergent Wealth Advisors, LLC14,090
0.2% of portfolio›$415.6K
William John Sempolinski14,050
0.2% of portfolio›$414.5K
Harbor Investment Advisory, LLC13,972
0.0% of portfolio›$412.2K
Beacon Financial Group13,878
0.0% of portfolio›$409.4K
First Nebraska Trust Co13,721
0.0% of portfolio›$404.8K
Patton Albertson Miller Group, LLC13,700
0.0% of portfolio›$404.2K
Pacific Center for Financial Services13,649
0.1% of portfolio›$402.6K
Modera Wealth Management, LLC13,564
0.0% of portfolio›$400.1K
Klingman & Associates, LLC13,350
0.0% of portfolio›$393.8K
Instrumental Wealth, LLC13,344
0.2% of portfolio›$393.6K
Vise Technologies, Inc.13,122
0.0% of portfolio›$387.1K
Balefire, LLC13,115
0.1% of portfolio›$386.9K
Patrick M Sweeney & Associates, Inc13,070
0.2% of portfolio›$385.6K
Wealth Dimensions Group, Ltd.12,930
0.1% of portfolio›$381.4K
Sowell Financial Services LLC12,862
0.0% of portfolio›$379.4K
Surience Private Wealth LLC12,732
0.4% of portfolio›$375.6K
Strategic Wealth Investment Group, LLC12,714
0.0% of portfolio›$375.0K
Banta Asset Management LP12,690
0.3% of portfolio›$374.4K
Sound Income Strategies, LLC12,500
0.0% of portfolio›$367.1K
Legacy Wealth Partners, LLC12,471
0.1% of portfolio›$367.9K
CMH Wealth Management LLC12,425
0.1% of portfolio›$366.5K
Schmidt P J Investment Management Inc12,149
0.1% of portfolio›$358.4K
Cullen T Bankers, Inc.12,139
0.0% of portfolio›$358.1K
Park Edge Advisors, LLC12,125
0.1% of portfolio›$357.7K
Parr Mcknight Wealth Management Group, LLC12,000
0.0% of portfolio›$354.0K
Evolution Wealth Advisors, LLC11,974
0.0% of portfolio›$353.2K
NWF Advisory Services Inc.11,645
0.0% of portfolio›$343.5K
Americana Partners, LLC11,563
0.0% of portfolio›$341.1K
Avior Wealth Management, LLC11,416
0.0% of portfolio›$336.8K
Associated Banc-Corp11,404
0.0% of portfolio›$336.4K
Rakuten Securities, Inc.11,379
0.1% of portfolio›$335.7K
Robbins Farley11,329
0.1% of portfolio›$334.2K
First Heartland Consultants, Inc.11,106
0.0% of portfolio›$327.6K
Ashton Thomas Securities, LLC11,000
0.0% of portfolio›$324.5K
Pennsylvania Capital Management Inc10,837
0.1% of portfolio›$319.7K
Edgemoor Investment Advisors, Inc.10,663
0.0% of portfolio›$314.6K
TrueWealth Advisors, LLC10,523
0.1% of portfolio›$310.4K
Flagstar Securities, Inc10,386
0.1% of portfolio›$306.4K
Mission Wealth Management, LP10,324
0.0% of portfolio›$304.6K
Detalus Advisors, LLC10,199
0.1% of portfolio›$300.9K
Symmetry Partners, LLC10,147
0.0% of portfolio›$299.3K
Indivisible Partners10,047
0.0% of portfolio›$296.4K
Merrion Investment Management Co, LLC10,000
0.1% of portfolio›$295.0K
Prosperity Planning, Inc.9,905
0.1% of portfolio›$292.2K
SkyOak Wealth, LLC9,757
0.0% of portfolio›$287.8K
Register Financial Advisors LLC9,736
0.1% of portfolio›$287.2K
Wealth Effects LLC9,700
0.1% of portfolio›$286.1K
Christensen, King & Associates Investment Services, Inc.9,680
0.1% of portfolio›$285.6K
Crescent Grove Advisors, LLC9,646
0.0% of portfolio›$284.6K
Fulcrum Equity Management9,638
0.2% of portfolio›$284.3K
TCI Wealth Advisors, Inc.9,533
0.0% of portfolio›$281.2K
North Star Investment Management Corp.9,484
0.0% of portfolio›$279.8K
Principle Wealth Partners LLC9,464
0.0% of portfolio›$279.2K
GenWealth Group, Inc.9,342
0.0% of portfolio›$275.6K
Montag A & Associates Inc9,326
0.0% of portfolio›$275.1K
NovaPoint Capital, LLC9,325
0.1% of portfolio›$275.1K
Globalt Investments LLC / GA9,319
0.0% of portfolio›$274.9K
Stone Summit Wealth LLC9,195
0.1% of portfolio›$271.3K
CoreCap Advisors, LLC9,179
0.0% of portfolio›$270.8K
Cypress Capital Group9,164
0.0% of portfolio›$270.3K
Gen-Wealth Partners Inc9,030
0.1% of portfolio›$266.4K
Apollon Financial, LLC9,000
0.0% of portfolio›$265.5K
Quantum Financial Advisors, LLC8,997
0.0% of portfolio›$265.4K
Eagle Strategies LLC8,991
0.0% of portfolio›$265.2K
Fulton Breakefield Broenniman LLC8,989
0.0% of portfolio›$265.2K
LJI Wealth Management, LLC8,934
0.0% of portfolio›$263.6K
Koshinski Asset Management, Inc.8,839
0.0% of portfolio›$260.7K
Capital Advisors Wealth Management, LLC8,830
0.0% of portfolio›$260.5K
Avaii Wealth Management, LLC8,827
0.1% of portfolio›$260.9K
180 Wealth Advisors, LLC8,706
0.0% of portfolio›$256.8K
Sawgrass Asset Management LLC8,658
0.0% of portfolio›$255.4K
Norden Group LLC8,650
0.0% of portfolio›$255.2K
Asset One Wealth Management LLC8,641
0.0% of portfolio›$254.9K
Seelaus Asset Management LLC8,634
0.2% of portfolio›$254.7K
FF Advisors,LLC8,534
0.1% of portfolio›$251.8K
E&G Advisors, LLC8,474
0.0% of portfolio›$250.0K
Balboa Wealth Partners8,430
0.0% of portfolio›$248.7K
Salem Investment Counselors Inc8,364
0.0% of portfolio›$246.7K
Weaver Consulting Group8,199
0.0% of portfolio›$241.9K
Laurel Wealth Advisors LLC8,175
0.0% of portfolio›$241.2K
AFG Fiduciary Services Limited Partnership8,154
0.2% of portfolio›$238.9K
Avidian Wealth Enterprises, LLC8,054
0.0% of portfolio›$237.6K
Websterrogers Financial Advisors, LLC7,987
0.1% of portfolio›$235.6K
Argentarii, LLC7,886
0.1% of portfolio›$232.6K
HB Wealth Management, LLC7,883
0.0% of portfolio›$232.5K
Winthrop Advisory Group LLC7,795
0.0% of portfolio›$230.0K
Bell Bank7,697
0.0% of portfolio›$227.1K
Reicon Wealth Advisors, LLC7,667
0.1% of portfolio›$226.2K
Forthright Family Wealth Advisory LLC7,594
0.1% of portfolio›$224.0K
B.A. Schrock Wealth Management, Inc.7,518
0.1% of portfolio›$221.5K
Arkfeld Wealth Strategies, L.L.C.7,458
0.1% of portfolio›$219.0K
Mcdonald Partners LLC7,435
0.1% of portfolio›$219.3K
Investmark Advisory Group LLC7,306
0.1% of portfolio›$215.6K
Proathlete Wealth Management LLC7,285
0.0% of portfolio›$214.9K
SeaCrest Wealth Management, LLC7,155
0.0% of portfolio›$211.1K
C2c Wealth Management, LLC7,118
0.2% of portfolio›$210.0K
City Center Advisors, LLC7,062
0.2% of portfolio›$208.3K
Insight Wealth Partners, LLC7,035
0.0% of portfolio›$207.5K
Sanders Morris Harris LLC7,017
0.0% of portfolio›$209.2K
Haven Private, LLC7,000
0.1% of portfolio›$206.5K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors6,998
0.0% of portfolio›$206.5K
Harbour Capital Advisors, LLC6,980
0.0% of portfolio›$205.9K
Axxcess Wealth Management, LLC6,945
0.0% of portfolio›$204.9K
Samalin Investment Counsel, LLC6,939
0.1% of portfolio›$204.7K
Vigilare Wealth Management6,889
0.1% of portfolio›$203.2K
HF Advisory Group, LLC6,809
0.1% of portfolio›$200.9K
Archer Investment Corp6,806
0.0% of portfolio›$200.8K
Hegarty Advisors, LLC6,804
0.1% of portfolio›$200.7K
Barrett & Company, Inc.6,368
0.1% of portfolio›$187.9K
First Horizon Corp6,181
0.0% of portfolio›$182.3K
Piscataqua Savings Bank6,055
0.1% of portfolio›$178.6K
Latitude Advisors, LLC6,001
0.1% of portfolio›$177.0K
Key FInancial Inc5,514
0.0% of portfolio›$162.7K
High Point Wealth Management, LLC5,409
0.1% of portfolio›$159.6K
Bokf, NA4,910
0.0% of portfolio›$144.8K
Brown, Lisle Ings, Inc.4,497
0.0% of portfolio›$132.7K
John Boyer, Inc.4,361
0.1% of portfolio›$128.7K
Cherry Tree Wealth Management, LLC3,589
0.0% of portfolio›$105.9K
Union Savings Bank3,539
0.0% of portfolio›$104.4K
First Community Trust NA3,534
0.0% of portfolio›$104.3K
LFA - Lugano Financial Advisors SA3,141
0.1% of portfolio›$92.7K
Albion Financial Group3,050
0.0% of portfolio›$90.0K
SBK Financial, Inc.2,950
0.0% of portfolio›$87.0K
Cornerstone National Bank & Trust Co2,600
0.0% of portfolio›$76.6K
Pacifica Partners Inc.2,523
0.0% of portfolio›$74.3K
Dynamic Wealth Strategies, LLC2,489
0.0% of portfolio›$73.4K
Activest Wealth Management2,482
0.0% of portfolio›$73.2K
Creative Financial Designs Inc2,471
0.0% of portfolio›$72.9K
Westside Investment Management, Inc.2,458
0.0% of portfolio›$72.5K
Elevated Capital Advisors, LLC2,399
0.0% of portfolio›$70.8K
Trust Co2,396
0.0% of portfolio›$70.7K
Lodestone Wealth Management LLC2,376
0.0% of portfolio›$70.1K
Farmers & Merchants Investments Inc2,185
0.0% of portfolio›$64.5K
Tsfg, LLC2,030
0.0% of portfolio›$60
Fairscale Capital, LLC2,028
0.0% of portfolio›$57.7K
Larson Financial Group LLC2,020
0.0% of portfolio›$59.6K
Pflug Koory, LLC1,961
0.0% of portfolio›$57.9K
American National Bank & Trust1,956
0.0% of portfolio›$57.7K
American Capital Advisory, LLC1,805
0.0% of portfolio›$53.2K
Pinnacle Wealth Planning Services, Inc.1,777
0.0% of portfolio›$52.4K
Payden & Rygel1,697
0.0% of portfolio›$50
Mather Group, Llc.1,687
0.0% of portfolio›$49.8K
Rossby Financial, LCC1,618
0.0% of portfolio›$47.7K
Physician Wealth Advisors, Inc.1,610
0.0% of portfolio›$47.5K
First Bancorp, Inc1,527
0.0% of portfolio›$45.0K
Roxbury Financial LLC1,425
0.0% of portfolio›$42.1K
Avion Wealth1,385
0.0% of portfolio›$40
Valley Wealth Managers, Inc.1,177
0.0% of portfolio›$34.7K
Bradley & Co. Private Wealth Management, LLC1,143
0.0% of portfolio›$33.7K
Financial Consulate, Inc1,140
0.0% of portfolio›$33.6K
Cassaday & Co Wealth Management LLC1,048
0.0% of portfolio›$30.9K
Moisand Fitzgerald Tamayo, LLC1,046
0.0% of portfolio›$30.9K
Signature Resources Capital Management, LLC1,000
0.0% of portfolio›$29.5K
Salomon & Ludwin, LLC965
0.0% of portfolio›$28.5K
Birch Financial Group, LLC931
0.0% of portfolio›$27.5K
Nvwm, LLC891
0.0% of portfolio›$26.3K
Godsey & Gibb, Inc875
0.0% of portfolio›$25.8K
EPG Wealth Management LLC819
0.0% of portfolio›$24.2K
Golden State Wealth Management, LLC789
0.0% of portfolio›$23.3K
Portfolio Resources Advisor Group, Inc.769
0.0% of portfolio›$22.7K
Princeton Global Asset Management LLC752
0.0% of portfolio›$22.2K
CX Institutional711
0.0% of portfolio›$21
1620 Investment Advisors, Inc.700
0.0% of portfolio›$20.7K
Elevation Wealth Partners, LLC670
0.0% of portfolio›$19.8K
New England Capital Financial Advisors LLC612
0.0% of portfolio›$18.0K
Gables Capital Management Inc.610
0.0% of portfolio›$18.0K
Trust Co of Vermont600
0.0% of portfolio›$17.7K
Nemes Rush Group LLC520
0.0% of portfolio›$15.3K
Atwood & Palmer Inc500
0.0% of portfolio›$14.8K
Horrell Capital Management, Inc.500
0.0% of portfolio›$14.8K
Nova Financial LLC469
0.0% of portfolio›$13.8K
Buck Wealth Strategies, LLC457
0.0% of portfolio›$13.5K
William Mack & Associates, Inc.450
0.0% of portfolio›$13.3K
United Community Bank438
0.0% of portfolio›$12.9K
Wealth Enhancement Trust Services, Inc.418
0.0% of portfolio›$12.3K
Canton Hathaway, LLC418
0.0% of portfolio›$12.3K
Community Financial Services Group, LLC379
0.0% of portfolio›$11.2K
Ascentis Independent Advisors350
0.0% of portfolio›$10.3K
Wolff Wiese Magana LLC340
0.0% of portfolio›$10.0K
Signaturefd, LLC336
0.0% of portfolio›$9.9K
Byrne Asset Management LLC325
0.0% of portfolio›$9.6K
Hazlett, Burt & Watson, Inc.325
0.0% of portfolio›$9
Global Trust Asset Management, LLC320
0.0% of portfolio›$9.4K
Nfsg Corp307
0.0% of portfolio›$9.0K
Syntax Research, Inc.255
0.0% of portfolio›$7.5K
JFS Wealth Advisors, LLC244
0.0% of portfolio›$7.2K
Lynch Investment Planning, LLC225
0.0% of portfolio›$6.6K
IMG Wealth Management, Inc.202
0.0% of portfolio›$6.0K
Angeles Investment Advisors, LLC200
0.0% of portfolio›$5.9K
WPG Advisers, LLC184
0.0% of portfolio›$5.4K
Pinnacle Bancorp, Inc.165
0.0% of portfolio›$4.9K
Next Level Wealth Planning, LLC154
0.0% of portfolio›$4.5K
Richardson Financial Services Inc.139
0.0% of portfolio›$4.1K
Versant Capital Management, Inc129
0.0% of portfolio›$3.8K
Madden Securities Corp125
0.0% of portfolio›$3.7K
Coastline Trust Co125
0.0% of portfolio›$3.7K
Pathway Financial Advisers, LLC117
0.0% of portfolio›$3.5K
Beverly Hills Private Wealth, LLC111
0.0% of portfolio›$3.3K
Bfsg, LLC100
0.0% of portfolio›$3.0K
SYM Financial Corp75
0.0% of portfolio›$2.2K
Smallwood Wealth Investment Management, LLC64
0.0% of portfolio›$1.9K
POM Investment Strategies, LLC63
0.0% of portfolio›$1.9K
Lloyd Advisory Services, Llc.59
0.0% of portfolio›$1.7K
Granite Investment Partners, LLC59
0.0% of portfolio›$1.7K
PayPay Securities Corp53
0.1% of portfolio›$1.6K
Phillips Financial Management, LLC41
0.0% of portfolio›$1.2K
EverSource Wealth Advisors, LLC36
0.0% of portfolio›$1.1K
Manchester Capital Management LLC22
0.0% of portfolio›$649
Mainstream Capital Management LLC18
0.0% of portfolio›$531
Towne Trust Company, N.a17
0.0% of portfolio›$502
Dhjj Financial Advisors, Ltd.12
0.0% of portfolio›$354
Davis Capital Management10
0.0% of portfolio›$302
Polaris Financial Partners3
0.0% of portfolio›$0
Kingdom Financial Group Llc.2
0.0% of portfolio›$51
StyleTurnoverLocationFiled
First Interstate Bank
3,096,662$91.4M4.9%ETFLowBillings, MT2026-10-23
Cliftonlarsonallen Wealth Advisors, LLC
2,056,012$60.7M0.8%ETFLowMinneapolis, MN2026-10-14
Truist Financial Corp
1,551,866$45.8M0.1%CoreLowCharlotte, NC2026-10-30
One Way Holdings LLC
1,315,304$38.8M1.7%CoreMediumFlower Mound, TX2026-10-29
Commonwealth Equity Services, LLC
1,189,314$35.1M0.0%ETFLowWaltham, MA2026-11-02
Hennion & Walsh Asset Management, Inc.
885,715$26.1M0.8%ValueMediumParsippany, NJ2026-10-13
Wealth Enhancement Advisory Services, LLC
849,891$23.7M0.0%CoreLowPlymouth, MN2026-10-13
Citigroup Inc
708,520$20.9M0.0%CoreMediumNew York, NY2026-11-04
Greenleaf Trust
684,406$20.2M0.2%CoreLowKalamazoo, MI2026-10-29
SeaBridge Investment Advisors LLC
675,847$19.9M2.7%GrowthMediumSummit, NJ2026-11-02
Northside Capital Management, LLC
670,321$19.8M1.6%GARPLowHood River, OR2026-10-13
Kestra Advisory Services, LLC
659,489$19.5M0.1%CoreLowAustin, TX2026-11-02
Independence Financial Advisors, LLC
592,489$17.5M4.4%ETFMediumFranklin, NH2026-10-08
Markowski Investments
552,068$16.3M3.6%ETFN/ATampa, FL2026-10-30
Collective Family Office LLC
543,732$16.0M3.3%ETFLowYork, PA2026-10-05
Keybank National Association
538,549$15.9M0.1%CoreLowBrooklyn, OH2026-11-04
Cambridge Investment Research Advisors, Inc.
528,543$15.6K0.0%ETFLowFairfield, IA2026-11-02
Welch & Forbes LLC
501,259$14.8M0.2%CoreVery LowBoston, MA2026-11-04
Park Avenue Securities LLC
474,816$14.0K0.0%ETFMediumNew York, NY2026-10-26
Ballast, Inc.
437,716$12.9M2.4%ETFLowLexington, KY2026-10-20
Robertson Stephens Wealth Management, LLC
430,524$12.7M0.3%ETFMediumSan Francisco, CA2026-10-16
Stablepoint Partners, LLC
393,406$11.6M1.6%CoreLowBraintree, MA2026-11-03
Conning Inc.
390,500$11.5M0.4%CoreMediumHartford, CT2026-10-27
SBI Securities Co., Ltd.
372,643$11.0M0.3%Agg GrowthLowTokyo, Mexico2026-10-22
Tanager Wealth Management LLP
364,733$10.8M0.9%ETFLowGoring On Thames, United Kingdom2026-10-19
Mountain Hill Investment Partners Corp.
336,638$9.9M5.4%GrowthHighAtlantic Highlands, NJ2026-10-23
Cordoba Advisory Partners LLC
308,159$9.1M1.1%ETFMediumNew York, NY2026-10-19
Prospera Financial Services Inc
307,881$8.8M0.1%CoreMediumDallas, TX2026-11-04
Angeles Wealth Management, LLC
299,021$8.8M0.4%ETFLowSanta Monica, CA2026-10-26
D.A. Davidson & Co.
284,711$8.4M0.0%CoreLowGreat Falls, MT2026-10-28
AMG National Trust Bank
270,048$8.0M0.2%ETFLowGreenwood Village, CO2026-11-05
Lido Advisors, LLC
268,380$7.9M0.0%GrowthLowLos Angeles, CA2026-11-04
Mesirow Financial Investment Management, Inc.
250,891$7.4M0.1%CoreLowChicago, IL2026-11-05
Oppenheimer & Co Inc
249,546$7.4M0.1%CoreLowNew York, NY2026-10-26
Arch Global Advisors, LLC
232,376$6.9M2.9%ETFLowNew York, NY2026-10-23
Paulson Wealth Management Inc.
222,485$6.6M1.4%ETFLowWest Palm Beach, FL2026-11-02
Davenport & Co LLC
209,550$6.2M0.0%CoreMediumRichmond, VA2026-10-14
Blue Fin Capital, Inc.
206,012$6.1M0.8%GrowthVery LowWarren, RI2026-10-28
Fortress Financial Solutions, LLC
204,768$6.0M5.1%ETFLowTucson, AZ2026-10-14
Brindle & Bay Financial Advisors, LLC
200,545$5.9M2.2%ETFMediumFrisco, TX2026-10-15
Investors Research Corp
199,788$5.9M1.0%ETFLowAtlanta, GA2026-10-07
MassMutual Private Wealth & Trust, FSB
199,558$5.9M0.2%CoreLowSpringfield, MA2026-10-05
Kentucky Trust Co
195,477$5.8M2.9%CoreVery LowDanville, KY2026-10-15
Assetmark, Inc
188,303$5.6M0.0%ETFLowConcord, CA2026-10-21
Brookstone Capital Management
184,816$5.5M0.1%ETFMediumWheaton, IL2026-10-22
Thrivent Financial for Lutherans
182,549$5.4M0.0%GARPMediumMinneapolis, MN2026-11-05
Fragasso Financial Advisors Inc
176,922$5.2M0.3%ETFLowSewickley, PA2026-10-13
Capital Square, LLC
175,433$5.2M2.3%YieldMediumAthens, TN2026-10-19
Gerber Kawasaki Wealth & Investment Management
174,771$5.2M0.1%ETFLowSanta Monica, CA2026-10-29
Farrow Financial, Inc.
172,682$5.1M2.7%ETFLowSouth Burlington, VT2026-10-30
Eagle Harbor Asset Management Inc
170,731$5.0M3.8%GARPLowSeattle, WA2026-10-21
Independent Financial Group, LLC
166,253$4.9M0.1%GrowthLowSan Diego, CA2026-10-13
International City Management Association Retirement Corp
163,509$4.8M1.1%ETFN/AWashington, DC2026-10-26
Insight Wealth Strategies, LLC
158,936$4.7M0.5%ETFHighSan Ramon, CA2026-10-09
BOS Asset Management, LLC
158,564$4.7M1.1%ETFLowSpringfield, IL2026-10-09
Concurrent Investment Advisors, LLC
158,170$4.7M0.0%GrowthMediumTampa, FL2026-10-16
Compass Financial Management LLC
149,071$4.4M0.5%CoreN/ATampa, FL2026-10-30
Creative Planning
147,849$4.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Carnegie Investment Counsel
144,140$4.3M0.1%CoreLowPepper Pike, OH2026-10-20
Charles Schwab Trust Co
140,406$4.1M0.2%ETFLowHenderson, NV2026-10-15
Bank of Stockton
139,468$4.1M1.2%CoreLowStockton, CA2026-10-20
Cypress Wealth Services, LLC
138,051$4.1M0.5%ETFLowPalm Desert, CA2026-10-21
XML Financial, LLC
137,740$4.1M0.3%ETFLowBethesda, MD2026-10-29
First Citizens Bank & Trust Co
136,064$4.0M0.1%CoreMediumRaleigh, NC2026-10-14
Wealth Advisory Solutions, LLC
134,375$4.0M0.8%ETFLowZionsville, IN2026-10-20
Old National Bancorp
133,192$3.9M0.1%CoreLowEvansville, IN2026-10-20
Financial Advisory Partners, LLC
130,897$3.9M1.0%ETFVery LowWinter Park, FL2026-10-23
Perennial Advisors, LLC
130,450$3.8M0.6%CoreLowNew York, NY2026-10-13
Integrated Advisors Network LLC
127,520$3.8M0.2%GrowthMediumDallas, TX2026-10-20
Apella Capital, LLC
127,164$3.7M0.0%ETFVery LowWest Hartford, CT2026-10-08
Freedom Day Solutions, LLC
126,842$3.7M0.8%CoreLowHouston, TX2026-10-20
Aletheian Wealth Advisors LLC
123,636$3.6M1.5%ETFVery LowBellevue, WA2026-10-08
Kestra Private Wealth Services, LLC
122,341$3.6M0.0%GrowthLowAustin, TX2026-10-30
Curbstone Financial Management Corp
113,863$3.4M0.6%CoreLowManchester, NH2026-10-21
RFG Advisory, LLC
109,754$3.2M0.0%ETFMediumBirmingham, AL2026-11-03
Ashton Thomas Private Wealth, LLC
108,821$3.2M0.1%CoreMediumScottsdale, AZ2026-11-03
Shulman DeMeo Asset Management LLC
108,314$3.2M0.6%ETFVery LowLake Success, NY2026-10-09
Dynamic Advisor Solutions LLC
106,092$3.1M0.1%ETFLowPhoenix, AZ2026-10-13
Amicus Financial Advisors, LLC
105,346$3.1M0.8%ETFLowLubbock, TX2026-11-03
Meridian Wealth Management, LLC
102,526$3.0M0.1%GrowthLowLexington, KY2026-11-05
Wedbush Securities Inc
100,642$3.0K0.0%CoreLowPasadena, CA2026-10-22
HUB Investment Partners, LLC
99,930$2.9M0.1%GrowthLowAustin, TX2026-11-03
Post Resch Tallon Group Inc.
99,820$2.9M2.0%ETFLowPittsford, NY2026-10-09
Sterling Investment Advisors, Ltd.
99,160$2.9M0.5%GrowthLowBerwyn, PA2026-10-27
Atria Investments, Inc
98,514$2.9M0.0%CoreMediumCharlotte, NC2026-10-15
Parallel Advisors, LLC
97,744$2.9M0.0%IndexLowSan Francisco, CA2026-11-03
Platform Technology Partners
95,804$2.8M0.4%CoreVery LowLocust Valley, NY2026-11-02
Liberty Capital Management, Inc.
95,115$2.8M0.5%CoreVery LowBirmingham, MI2026-11-02
Mezzasalma Advisors, LLC
93,785$2.8M0.6%GrowthLowTinton Falls, NJ2026-10-14
Montis Financial, LLC
93,514$2.8M0.6%ETFLowWaltham, MA2026-11-04
Crown Oak Advisors, LLC
92,032$2.7M1.3%CoreVery LowPiedmont, CA2026-10-16
Infinity Wealth Counsel, LLC
91,439$2.7M2.2%ETFVery LowLoveland, OH2026-10-15
Tctc Holdings, LLC
90,847$2.7M0.1%ValueVery LowDallas, TX2026-11-02
Legacy Capital Wealth Partners, LLC
90,719$2.7M0.6%CoreMediumLittle Rock, AR2026-10-21
Sharper & Granite LLC
89,515$2.7M0.9%ETFLowEl Segundo, CA2026-11-02
Graetz Wealth LLC
89,292$2.6M2.1%ETFMediumJenison, MI2026-10-27
KMG Fiduciary Partners, LLC
88,442$2.6M0.3%GrowthLowToledo, OH2026-10-14
Tran Capital Management, L.P.
86,138$2.5M0.3%MomentumMediumSan Rafael, CA2026-10-19
RMR Capital Management, LLC
85,928$2.5M1.8%ValueVery LowTustin, CA2026-10-23
Congress Asset Management Co
85,671$2.5M0.0%GrowthMediumBoston, MA2026-10-06
Smith Shellnut Wilson LLC
83,938$2.5M0.9%CoreVery LowRidgeland, MS2026-10-21
Farther Finance Advisors, LLC
81,528$2.4M0.0%IndexLowSan Francisco, CA2026-10-08
Peoples Bank
80,230$2.4M2.3%CoreLowPratt, KS2026-10-09
Armstrong Advisory Group, Inc
79,768$2.4M0.1%ETFHighNeedham, MA2026-10-09
VestGen Advisors, LLC
79,676$2.4M0.1%GrowthMediumChicago, IL2026-10-27
Roman Butler Fullerton & Co
79,488$2.3M0.5%GrowthMediumSt Louis, MO2026-10-27
Courier Capital LLC
76,970$2.3M0.1%ETFLowBuffalo, NY2026-10-19
NBT Bank, N.A.
76,840$2.3M0.2%CoreLowNorwich, NY2026-10-21
Atlantic Edge Private Wealth Management, LLC
76,415$2.3M0.5%CoreLowJacksonville, FL2026-10-20
Verdence Capital Advisors LLC
75,074$2.2M0.1%CoreMediumHunt Valley, MD2026-10-26
Focus Wealth Advisors, LLC
73,899$2.2M1.0%ETFLowHouston, TX2026-10-14
Burke & Herbert Bank & Trust Co
73,855$2.2M0.5%CoreVery LowAlexandria, VA2026-11-02
Dumont & Blake Investment Advisors LLC
73,838$2.2M0.5%CoreVery LowPrinceton, NJ2026-10-28
Duncker Streett & Co Inc
72,467$2.1M0.4%GrowthLowSt. Louis, MO2026-10-27
Whitener Capital Management, Inc.
72,440$2.1M0.4%CoreVery LowRocky Mount, NC2026-10-15
Wealthcare Advisory Partners LLC
68,184$2.0M0.0%ETFLowWest Chester, PA2026-10-21
Brighton Jones LLC
67,711$2.0M0.0%CoreVery LowSeattle, WA2026-11-03
AlphaCore Capital LLC
67,647$2.0M0.0%ETFLowLa Jolla, CA2026-11-04
Capstone Wealth Management Group, Inc.
67,371$2.0M1.2%GrowthN/ABend, OR2026-10-19
SP Asset Management LLC
67,099$2.0M0.2%CoreVery LowCupertino, CA2026-11-05
Farrell Financial LLC
66,971$2.0M1.1%ETFVery LowOrchard Park, NY2026-10-16
Stronghold Wealth Management L.L.C.
66,057$1.9M2.7%CoreLowTampa, FL2026-10-16
DT Investment Partners, LLC
64,837$1.9M0.1%ETFVery LowChadds Ford, PA2026-10-27
Powell Investment Advisors, LLC
64,025$1.9M0.6%ETFVery LowMiami, FL2026-10-22
Arista Wealth Management, LLC
63,906$1.9M0.2%ETFMediumLas Vegas, NV2026-10-29
Wendell David Associates Inc
63,062$1.9K0.0%CoreVery LowPortsmouth, NH2026-10-27
MGO One Seven LLC
62,977$1.9M0.0%GrowthLowBeachwood, OH2026-10-28
Greenwood Capital Associates LLC
62,590$1.8M0.2%CoreMediumGreenwood, SC2026-10-27
McAdam, LLC
61,993$1.8M0.1%ETFLowPhiladelphia, PA2026-10-21
Thrive Capital Management, LLC
60,847$1.8M0.3%CoreMediumFort Washington, PA2026-10-28
Fell Capital Management
60,384$1.8M1.5%CoreLowNewport Beach, CA2026-10-09
KOM Wealth Management Group, LLC
59,135$1.7M0.9%ETFLowAppleton, WI2026-10-15
Sage Investment Advisers LLC
58,864$1.7M1.1%ETFLowWappingers Falls, NY2026-10-21
Procyon Advisors, LLC
58,638$1.7M0.1%CoreVery LowShelton, CT2026-10-21
Fagan Associates, Inc.
58,173$1.7M0.2%GrowthLowTroy, NY2026-10-13
Grey Ledge Advisors, LLC
57,808$1.7M0.3%CoreLowGuilford, CT2026-11-02
Fifth Third Securities, Inc.
57,526$1.7M0.1%ETFLowCincinnati, OH2026-10-21
Aprio Wealth Management, LLC
57,120$1.7M0.1%ETFMediumAtlanta, GA2026-10-28
Sky Investment Group LLC
56,560$1.7M0.2%CoreVery LowHartford, CT2026-10-30
Midwest Trust Co
56,385$1.7M0.0%CoreLowOverland Park, KS2026-10-22
OpenArc Corporate Advisory, LLC
54,859$1.6M0.0%GrowthLowAtlanta, GA2026-10-21
Chicago Partners Investment Group LLC
53,567$1.5M0.0%GARPLowChicago, IL2026-10-27
Noesis Capital Mangement Corp
53,464$1.6M0.2%CoreVery LowBoca Raton, FL2026-10-26
B. Riley Wealth Advisors, Inc.
52,436$1.5M0.1%GrowthLowMemphis, TN2026-10-13
Wavvest Wealth LLC
51,518$1.5M1.2%ETFN/AChicago, IL2026-10-21
Somerset Trust Co
50,414$1.5M0.4%CoreVery LowSomerset, PA2026-10-13
Fogel Capital Management, Inc.
49,727$1.5M0.6%CoreVery LowStuart, FL2026-11-04
Aviance Capital Partners, LLC
49,677$1.5M0.1%CoreLowNaples, FL2026-10-29
Soltis Investment Advisors LLC
49,573$1.5M0.1%CoreMediumSt. George, UT2026-10-28
Aventus Investment Advisors, Inc.
49,454$1.5M1.1%ETFLowNaples, FL2026-10-09
IFP Advisors, Inc
49,012$1.4M0.0%GrowthLowTampa, FL2026-10-16
CGN Advisors LLC
48,645$1.4M0.1%ETFLowManhattan, KS2026-10-21
First National Trust Co
47,833$1.4M0.0%GrowthLowJohnstown, PA2026-10-28
Atlas Private Wealth Advisors
47,797$1.4M0.3%ETFLowRed Bank, NJ2026-10-23
Mcrae Capital Management Inc
47,671$1.4M0.3%CoreLowMorristown, NJ2026-10-15
Hohimer Wealth Management, LLC
47,662$1.4M0.1%CoreHighSeattle, WA2026-11-04
Arcataur Capital Management LLC
47,032$1.4M0.3%ETFVery LowMilwaukee, WI2026-10-21
Daymark Wealth Partners, LLC
46,816$1.4M0.0%CoreLowCincinnati, OH2026-11-04
CWA Asset Management Group, LLC
46,746$1.4M0.0%CoreMediumNaples, FL2026-10-19
FC Advisory LLC
45,648$1.3M0.4%ETFVery LowWest Chester, PA2026-10-05
Rainey & Randall Wealth Advisors Inc.
44,627$1.3M0.2%ETFVery LowCelebration, FL2026-10-26
SS&H Financial Advisors, Inc.
44,525$1.3K0.0%CoreVery LowTroy, MI2026-10-28
StoneX Group Inc.
44,333$1.3M0.0%ETFMediumNew York, NY2026-11-03
Asset Advisory Group, Inc.
44,133$1.3M0.6%CoreVery LowKinnelon, NJ2026-10-20
Financial Insights, Inc.
43,616$1.3M0.3%ETFLowTacoma, WA2026-10-27
NorthCrest Asset Manangement, LLC
43,263$1.3M0.0%GrowthLowPlymouth, MN2026-10-13
Colony Family Offices, LLC
42,415$1.3M0.3%ETFVery LowCharlotte, NC2026-10-22
Joseph P. Lucia & Associates, LLC
42,179$1.2M0.4%ETFVery LowYorktown Heights, NY2026-10-30
Cordatus Wealth Management LLC
42,124$1.2M0.3%GrowthMediumNewtown, PA2026-10-19
Laurel OAK Wealth Management, LLC
41,917$1.2M0.2%GrowthLowMarlton, NJ2026-10-19
Prime Capital Investment Advisors, LLC
41,554$1.2M0.0%ETFLowOverland Park, KS2026-10-20
Providence First Trust Co
41,512$1.2M0.4%ETFMediumScottsdale, AZ2026-11-02
Lanark Financial, Inc.
41,311$1.2M0.1%CoreMediumBirmingham, AL2026-10-26
Signal Advisors Wealth, LLC
41,083$1.2M0.1%ETFLowDetroit, MI2026-10-13
Signature Equity Partners, LLC
40,049$1.2M0.4%GrowthMediumColumbus, OH2026-10-29
Cadent Capital Advisors, LLC
40,041$1.2M0.3%ETFHighTulsa, OK2026-10-09
New England Private Wealth Advisors LLC
38,792$1.1M0.1%ETFVery LowWellesley, MA2026-10-19
PFG Advisors
38,617$1.1M0.1%ETFMediumPhoenix, AZ2026-10-16
City Holding Co
37,588$1.1M0.1%CoreLowCharleston, WV2026-10-19
Seamount Financial Group Inc
37,390$1.1M0.4%ETFLowColorado Springs, CO2026-10-21
Wealthcare Capital Partners, LLC
37,241$1.1M0.4%ETFLowWest Chester, PA2026-10-21
Primoris Wealth Advisors, LLC
36,900$1.1M0.5%GrowthMediumNorth Palm Beach, FL2026-10-28
Montecito Bank & Trust
36,372$1.1M0.2%GrowthVery LowSanta Barbara, CA2026-10-01
Blue Trust, Inc.
35,995$1.1M0.0%ETFLowBrentwood, TN2026-10-15
Citizens Financial Group Inc
35,981$1.1M0.0%GrowthLowProvidence, RI2026-10-23
KG Capital Management
35,714$1.1M0.6%CoreLowSt. Francisville, LA2026-10-15
True Private Wealth Advisors
35,109$1.0M0.1%ETFMediumSalem, OR2026-10-19
Elevation Point Wealth Partners, LLC
34,848$1.0M0.0%CoreHighDenver, CO2026-11-05
Apollon Wealth Management, LLC
34,822$1.0M0.0%GrowthLowMount Pleasant, SC2026-10-23
Bath Savings Trust Co
34,796$1.0M0.1%CoreLowBath, ME2026-10-07
Etesian Wealth Advisors, Inc.
34,786$1.0M0.3%ETFLowWest Linn, OR2026-10-27
Magnus Financial Group LLC
34,377$1.0M0.1%ETFLowNew York, NY2026-10-21
Telos Capital Management, Inc.
34,224$1.0M0.1%CoreLowSan Diego, CA2026-11-02
Romano Brothers and Company
34,121$1.0M0.1%CoreLowEvanston, IL2026-10-22
Flagship Harbor Advisors, LLC
34,003$1.0M0.0%ETFMediumBoston, MA2026-10-26
CMG Global Holdings, LLC
33,528$989.1K0.4%MomentumLowPlano, TX2026-10-14
Cordgrass Capital Advisors, LLC
33,518$988.8K0.4%CoreLowRaleigh, NC2026-10-30
Kingswood Wealth Advisors, LLC
33,348$983.8K0.0%GrowthLowSan Diego, CA2026-10-23
Realta Investment Advisors
33,227$980.2K0.3%GrowthMediumWilmington, DE2026-10-14
Cowa, LLC
32,400$955.8K0.2%ETFMediumTulsa, OK2026-10-30
Ipswich Investment Management Co., Inc.
32,364$954.7K0.2%CoreLowBeverly, MA2026-10-13
Titleist Asset Management, LLC
32,144$948.2K0.1%ETFLowSan Antonio, TX2026-10-08
Focus Financial Network, Inc.
31,634$933.2K0.0%ETFLowMinneapolis, MN2026-10-14
Canandaigua National Bank & Trust Co
31,186$920.0K0.1%CoreVery LowCanandaigua, NY2026-10-07
Prairiewood Capital, LLC
30,875$910.8K0.2%ETFVery LowFargo, ND2026-10-16
North Forty Two & Co.
30,701$905.7K0.7%ETFVery LowLake Oswego, OR2026-10-19
Patriot Investment Management Group, Inc.
30,491$899.5K0.1%ETFVery LowKnoxville, TN2026-10-15
Rockingstone Advisors LLC
30,412$897.2K0.4%GrowthLowGreat Barrington, MA2026-10-16
Pinnacle Associates LTD
30,260$892.7K0.0%CoreLowNew York, NY2026-10-20
Connecticut Wealth Management, LLC
30,234$891.9K0.0%ETFLowFarmington, CT2026-10-13
Texas Bank & Trust Co
29,667$875.2K0.3%CoreLowLongview, TX2026-11-04
Accel Wealth Management
29,665$875.1K0.2%ETFLowWaverly, IA2026-10-13
Capital Investment Advisory Services, LLC
29,268$863.4K0.1%CoreMediumRaleigh, NC2026-10-30
Howard Wealth Management, LLC
29,006$855.7K0.3%ETFVery LowMadison, CT2026-10-28
William Howard & Co Financial Advisors Inc
28,710$847.0K0.7%ETFVery LowMemphis, TN2026-11-04
Global Assets Advisory, LLC
28,543$841.3K0.2%GrowthHighOrlando, FL2026-10-28
Crestwood Advisors Group, LLC
28,351$836.4K0.0%GrowthLowBoston, MA2026-10-27
WealthTrust Asset Management, LLC
27,898$823.0K0.5%GARPMediumDestin, FL2026-10-22
Rosenberg Matthew Hamilton
27,869$822.1K0.1%ETFVery LowGrand Junction, CO2026-10-05
Wilmington Savings Fund Society, FSB
27,595$814.1K0.0%CoreLowWilmington, DE2026-10-23
Bellecapital International Ltd.
27,000$796.5K0.1%GrowthMediumZurich, Switzerland2026-10-21
Triumph Capital Management
26,837$791.7K0.1%ETFMediumDenver, CO2026-10-14
Choreo, LLC
26,816$791.1K0.0%IndexLowRockford, IL2026-10-28
Vista Finance, LLC
26,230$773.8K0.4%ETFLowSt. Louis, MO2026-10-23
Elser Financial Planning, Inc
25,538$753.4K0.0%GARPLowIndianapolis, IN2026-10-16
Capital Investment Advisors, LLC
25,017$738.0K0.0%CoreLowAtlanta, GA2026-10-22
Lodestar Private Asset Management LLC
24,996$737.4K0.1%ETFLowAlamo, CA2026-10-26
HCR Wealth Advisors
24,769$730.7K0.1%GrowthLowLos Angeles, CA2026-10-15
Rebalance, LLC
24,743$729.9K0.0%ETFVery LowPalo Alto, CA2026-10-22
Wesbanco Bank Inc
24,669$727.7K0.0%CoreLowWheeling, WV2026-11-04
Red Spruce Capital, LLC
24,607$725.9K0.3%GrowthMediumBerwyn, PA2026-10-07
Perigon Wealth Management, LLC
24,574$724.9K0.0%GrowthLowSan Francisco, CA2026-10-22
Private Trust Co NA
24,152$712.5K0.1%CoreLowCleveland, OH2026-10-20
TPG Advisors LLC
24,116$711.4K0.4%ETFVery LowNorthfield, IL2026-10-16
Objective Capital Management, LLC
23,821$702.7K0.6%ETFLowFairlawn, OH2026-10-13
Nilsine Partners, LLC
23,789$701.8K0.0%CoreMediumGreenwood Village, CO2026-11-02
Princeton Capital Management LLC
23,696$699.0K0.1%Agg GrowthLowRed Bank, NJ2026-10-27
Verity Asset Management, Inc.
23,642$697.4K0.3%CoreMediumDurham, NC2026-10-30
Breachway Investments LLC
23,269$686.4K1.1%ETFLowCharlestown, RI2026-10-19
Caldwell Trust Co
23,159$683.2K0.1%GrowthLowVenice, FL2026-10-30
TD Waterhouse Canada Inc.
23,153$681.9K0.0%CoreLowToronto, Australia2026-10-16
Sidoxia Capital Management, LLC
22,825$673.3K0.5%GrowthLowNewport Beach, CA2026-10-28
Sowa Financial Group, Inc.
22,715$6700.0%ETFLowLincoln, RI2026-10-26
Kane Co Wealth Management, Inc.
22,418$661.3K0.5%ETFVery LowJohnston, IA2026-11-04
Alpha Omega Wealth Management LLC
22,369$659.9K0.1%ValueLowRichmond, VA2026-10-23
SAX Wealth Advisors, LLC
22,242$656.1K0.0%ETFVery LowParsippany, NJ2026-10-13
Hudson Edge Investment Partners Inc.
22,200$654.9K0.1%Deep ValueMediumJersey City, NJ2026-10-28
Summit Financial Wealth Advisors, LLC
22,133$652.9K0.1%ETFLowLafayette, LA2026-10-15
Diversify Advisory Services, LLC
22,047$643.1K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
22,047$643.1K0.0%GrowthMediumSandy, UT2026-10-20
Carret Asset Management, LLC
22,022$649.6K0.1%CoreVery LowNew York, NY2026-11-04
Tred Avon Family Wealth, LLC
21,685$639.7K0.2%CoreLowEaston, MD2026-10-20
Advisory Solutions Group, LLC
21,608$637.4K0.1%ETFN/APlymouth, MN2026-10-14
Provenance Wealth Advisors, LLC
21,602$637.3K0.0%ETFLowFort Lauderdale, FL2026-10-30
Spire Wealth Management
21,061$621.3K0.0%GrowthMediumMclean, VA2026-10-30
Asset Allocation & Management Company, LLC
21,000$6200.0%ETFLowChicago, IL2026-10-13
MMA Asset Management LLC
20,891$616.3K0.2%ETFMediumNew York, NY2026-11-02
Ehrlich Financial Group
20,874$615.8K0.3%ETFHighLaguna Niguel, CA2026-10-20
Tiller Private Wealth, Inc.
20,751$612.1K0.2%ETFVery LowBethlehem, PA2026-10-26
Simplex Trading, LLC
20,714$611.1K0.0%CoreVery HighChicago, IL2026-11-04
Unify Financial Advisors
20,574$606.9K0.6%ETFMediumClearwater, FL2026-11-03
Sonata Capital Group Inc
20,453$603.4K0.2%ETFVery LowSeattle, WA2026-10-19
Parkside Financial Bank & Trust
20,355$600.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
Sincerus Advisory, LLC
20,162$594.8K0.4%ETFVery LowNew York, NY2026-10-09
Penobscot Investment Management Company, Inc.
20,078$592.3K0.0%GrowthLowBoston, MA2026-10-26
Yorktown Management & Research Co Inc
20,000$590.0K0.4%MomentumMediumForest, VA2026-10-28
Clientfirst Wealth Management, LLC
19,944$588.3K0.4%Deep ValueVery LowLittle Rock, AR2026-11-04
MSH Capital Advisors LLC
19,504$575.4K0.1%CoreLowScottsdale, AZ2026-11-03
Pinnacle Wealth Management Advisory Group, LLC
19,326$570.1K0.0%GrowthLowRed Bank, NJ2026-10-23
Aire Advisors, LLC
19,236$567.5K0.1%ETFVery LowBeverly Hills, CA2026-10-22
Simplicity Wealth,LLC
19,197$566.3K0.0%ETFLowSummit, NJ2026-10-23
Integrity Alliance, Llc.
18,984$560.0K0.0%ETFMediumUrbandale, IA2026-10-29
Mirae Asset Global Investments Co., Ltd.
18,950$559.0K0.0%GrowthLowSeoul, Malaysia2026-11-03
CRA Financial Services, LLC
18,938$558.7K0.1%ETFVery LowNorthfield, NJ2026-10-16
Busey Bank
18,876$556.8K0.0%GrowthVery LowUrbana, IL2026-10-26
Bank of New York Mellon Corp
18,789$554.3K0.0%CoreLowNew York, NY2026-11-05
Grandview Asset Management LLC
18,590$548.4K0.2%Agg GrowthLowHarrisburg, PA2026-10-19
Calamos Wealth Management LLC
18,473$545.0K0.0%GrowthMediumNaperville, IL2026-11-02
Independence Bank of Kentucky
18,268$538.9K0.1%GrowthLowOwensboro, KY2026-10-26
Private Client Services, LLC
18,249$538.3K0.1%ETFMediumLouisville, KY2026-10-02
Integris Wealth Management, LLC
18,124$534.6K0.1%ETFVery LowMonterey, CA2026-10-14
Dodds Wealth, LLC
18,054$532.6K0.1%ETFVery LowGreenwood Village, CO2026-11-02
LongView Wealth Management
18,017$531.5K0.1%ETFLowAtlanta, GA2026-10-19
Moneco Advisors, LLC
17,890$527.7K0.0%ETFLowFairfield, CT2026-11-05
International Assets Investment Management, LLC
17,833$525.4K0.0%CoreVery HighOrlando, FL2026-11-02
Fortitude Family Office, LLC
17,457$515.0K0.1%ETFMediumScottsdale, AZ2026-10-14
Woodmont Investment Counsel LLC
17,369$512.4K0.0%GARPVery LowNashville, TN2026-10-29
Richwood Investment Advisors, LLC
17,194$507.2K0.4%CoreLowCincinnati, OH2026-10-30
Allen Mooney & Barnes Investment Advisors LLC
17,083$503.9K0.1%ValueLowThomasville, GA2026-10-08
Capital Advisors, Ltd. LLC
17,005$5020.0%ETFLowShaker Heights, OH2026-10-27
City State Bank
16,865$497.5K0.1%GrowthVery LowNorwalk, IA2026-10-20
Delta Capital Management LLC
16,849$4970.0%CoreLowRed Bank, NJ2026-10-16
Prudent Man Advisors, LLC
16,820$496.2K0.1%GrowthLowNaperville, IL2026-11-03
W.G. Shaheen & Associates DBA Whitney & Co
16,770$494.7K0.0%CoreLowRochester, NY2026-11-03
Guidance Point Advisors, LLC
16,651$491.4K0.1%ETFVery LowWellesley, MA2026-10-15
Wealth Architects, LLC
16,447$485.2K0.0%ETFVery LowMountain View, CA2026-11-03
Sigma Planning Corp
16,375$483.1K0.0%GrowthMediumAnn Arbor, MI2026-10-23
KCM Investment Advisors LLC
16,343$482.1K0.0%CoreVery LowGreenbrae, CA2026-10-27
Invenio Wealth Partners LLC
16,330$481.7K0.2%ETFLowCoral Gables, FL2026-10-20
Forteris Wealth Management Inc.
16,240$479.1K0.4%ETFVery LowArmonk, NY2026-10-13
Investment Planning Advisors, Inc.
16,164$476.8K0.1%ETFMediumCumming, GA2026-10-14
BAR Harbor Wealth Management
15,746$464.5K0.0%CoreLowConcord, NH2026-10-21
Kingsbury Capital Investment Advisors LLC
15,387$453.9K0.4%GrowthMediumEvanston, IL2026-10-20
PW Nova Financial Services LLC
15,250$449.9K0.1%ETFLowNewtown, PA2026-10-15
OAK Family Advisors, LLC
15,221$449.0K0.1%CoreMediumChicago, IL2026-10-19
Gamma Investing LLC
14,797$436.5K0.0%IndexVery LowFoster City, CA2026-10-08
Cyndeo Wealth Partners, LLC
14,640$431.9K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Sweeney & Michel, LLC
14,600$430.7K0.1%ETFVery LowChico, CA2026-10-16
Evergreen Capital Management LLC
14,477$427.1K0.0%GARPMediumBellevue, WA2026-10-23
Fiduciary Alliance LLC
14,462$426.6K0.0%CoreMediumGreenville, SC2026-10-13
Traynor Capital Management, Inc.
14,331$422.8K0.0%GrowthLowMalvern, PA2026-10-29
Emergent Wealth Advisors, LLC
14,090$415.6K0.2%ETFMediumWilliamsville, NY2026-10-09
William John Sempolinski
14,050$414.5K0.2%MomentumLowEaston, MA2026-10-20
Harbor Investment Advisory, LLC
13,972$412.2K0.0%GrowthLowLutherville, MD2026-10-13
Beacon Financial Group
13,878$409.4K0.0%ETFMediumDallas, TX2026-10-19
First Nebraska Trust Co
13,721$404.8K0.0%CoreVery LowLincoln, NE2026-10-30
Patton Albertson Miller Group, LLC
13,700$404.2K0.0%CoreLowChattanooga, TN2026-10-26
Pacific Center for Financial Services
13,649$402.6K0.1%ETFMediumDanville, CA2026-10-15
Modera Wealth Management, LLC
13,564$400.1K0.0%ETFVery LowWestwood, NJ2026-10-28
Klingman & Associates, LLC
13,350$393.8K0.0%ETFVery LowNew York, NY2026-10-20
Instrumental Wealth, LLC
13,344$393.6K0.2%ETFLowTampa, FL2026-10-20
Vise Technologies, Inc.
13,122$387.1K0.0%IndexLowNew York, NY2026-10-29
Balefire, LLC
13,115$386.9K0.1%ETFMediumDallas, TX2026-10-09
Patrick M Sweeney & Associates, Inc
13,070$385.6K0.2%CoreVery LowLibertyville, IL2026-10-22
Wealth Dimensions Group, Ltd.
12,930$381.4K0.1%ETFLowCincinnati, OH2026-11-02
Sowell Financial Services LLC
12,862$379.4K0.0%CoreLowNorth Little Rock, AR2026-10-23
Surience Private Wealth LLC
12,732$375.6K0.4%ETFVery HighYakima, WA2026-10-16
Strategic Wealth Investment Group, LLC
12,714$375.0K0.0%GrowthLowLouisville, KY2026-10-29
Banta Asset Management LP
12,690$374.4K0.3%ETFLowNewport Beach, CA2026-11-02
Sound Income Strategies, LLC
12,500$367.1K0.0%YieldMediumFt Lauderdale, FL2026-10-09
Legacy Wealth Partners, LLC
12,471$367.9K0.1%ETFHighLakewood, CO2026-10-15
CMH Wealth Management LLC
12,425$366.5K0.1%GrowthLowPortsmouth, NH2026-10-22
Schmidt P J Investment Management Inc
12,149$358.4K0.1%GrowthVery LowCedarburg, WI2026-11-02
Cullen T Bankers, Inc.
12,139$358.1K0.0%GrowthLowSan Antonio, TX2026-10-28
Park Edge Advisors, LLC
12,125$357.7K0.1%CoreMediumCleveland, OH2026-10-28
Parr Mcknight Wealth Management Group, LLC
12,000$354.0K0.0%CoreMediumMinneapolis, MN2026-10-30
Evolution Wealth Advisors, LLC
11,974$353.2K0.0%ETFLowAventura, FL2026-11-03
NWF Advisory Services Inc.
11,645$343.5K0.0%GARPLowLos Angeles, CA2026-10-19
Americana Partners, LLC
11,563$341.1K0.0%CoreMediumHouston, TX2026-10-28
Avior Wealth Management, LLC
11,416$336.8K0.0%ETFMediumOmaha, NE2026-10-13
Associated Banc-Corp
11,404$336.4K0.0%CoreLowGreen Bay, WI2026-10-30
Rakuten Securities, Inc.
11,379$335.7K0.1%Agg GrowthHighTokyo, Mexico2026-11-02
Robbins Farley
11,329$334.2K0.1%CoreMediumBedford, NH2026-10-21
First Heartland Consultants, Inc.
11,106$327.6K0.0%ETFMediumLake St. Louis, MO2026-10-08
Ashton Thomas Securities, LLC
11,000$324.5K0.0%ETFMediumRochester, NY2026-10-26
Pennsylvania Capital Management Inc
10,837$319.7K0.1%GrowthLowHuntingdon Valley, PA2026-11-05
Edgemoor Investment Advisors, Inc.
10,663$314.6K0.0%CoreVery LowBethesda, MD2026-11-03
TrueWealth Advisors, LLC
10,523$310.4K0.1%ETFMediumBirmingham, AL2026-10-09
Flagstar Securities, Inc
10,386$306.4K0.1%ETFVery LowNew York, NY2026-10-15
Mission Wealth Management, LP
10,324$304.6K0.0%ETFLowSanta Barbara, CA2026-10-15
Detalus Advisors, LLC
10,199$300.9K0.1%ETFLowSt. Louis, MO2026-10-15
Symmetry Partners, LLC
10,147$299.3K0.0%ETFLowGlastonbury, CT2026-10-27
Indivisible Partners
10,047$296.4K0.0%GrowthMediumClearwater, FL2026-10-26
Merrion Investment Management Co, LLC
10,000$295.0K0.1%MomentumLowCranford, NJ2026-10-16
Prosperity Planning, Inc.
9,905$292.2K0.1%ETFVery LowNorth Kansas City, MO2026-10-09
SkyOak Wealth, LLC
9,757$287.8K0.0%ETFLowSouthfield, MI2026-10-28
Register Financial Advisors LLC
9,736$287.2K0.1%GARPLowAtlanta, GA2026-10-23
Wealth Effects LLC
9,700$286.1K0.1%GrowthLowBoston, MA2026-10-23
Christensen, King & Associates Investment Services, Inc.
9,680$285.6K0.1%ETFVery LowRichland, WA2026-10-22
Crescent Grove Advisors, LLC
9,646$284.6K0.0%ETFLowLake Forest, IL2026-10-21
Fulcrum Equity Management
9,638$284.3K0.2%GrowthHighPlano, TX2026-10-21
TCI Wealth Advisors, Inc.
9,533$281.2K0.0%ETFLowTucson, AZ2026-10-30
North Star Investment Management Corp.
9,484$279.8K0.0%CoreLowChicago, IL2026-10-27
Principle Wealth Partners LLC
9,464$279.2K0.0%CoreVery LowMadison, CT2026-11-02
GenWealth Group, Inc.
9,342$275.6K0.0%ETFMediumMaplewood, NJ2026-10-16
Montag A & Associates Inc
9,326$275.1K0.0%CoreLowAtlanta, GA2026-10-29
NovaPoint Capital, LLC
9,325$275.1K0.1%CoreLowAtlanta, GA2026-10-22
Globalt Investments LLC / GA
9,319$274.9K0.0%ETFLowAtlanta, GA2026-10-27
Stone Summit Wealth LLC
9,195$271.3K0.1%ETFLowMiami, FL2026-10-14
CoreCap Advisors, LLC
9,179$270.8K0.0%ETFMediumSouthfield, MI2026-10-08
Cypress Capital Group
9,164$270.3K0.0%CoreLowPalm Beach, FL2026-11-03
Gen-Wealth Partners Inc
9,030$266.4K0.1%CoreLowZeeland, MI2026-11-04
Apollon Financial, LLC
9,000$265.5K0.0%ETFVery LowMount Pleasant, SC2026-10-23
Quantum Financial Advisors, LLC
8,997$265.4K0.0%ETFLowSanta Monica, CA2026-11-03
Eagle Strategies LLC
8,991$265.2K0.0%ETFLowNew York, NY2026-10-16
Fulton Breakefield Broenniman LLC
8,989$265.2K0.0%GrowthLowBethesda, MD2026-11-03
LJI Wealth Management, LLC
8,934$263.6K0.0%ETFLowIndianapolis, IN2026-10-28
Koshinski Asset Management, Inc.
8,839$260.7K0.0%ETFLowDecatur, IL2026-10-29
Capital Advisors Wealth Management, LLC
8,830$260.5K0.0%ETFLowYakima, WA2026-10-09
Avaii Wealth Management, LLC
8,827$260.9K0.1%ETFMediumAppleton, WI2026-10-09
180 Wealth Advisors, LLC
8,706$256.8K0.0%CoreLowFederal Way, WA2026-11-03
Sawgrass Asset Management LLC
8,658$255.4K0.0%GrowthMediumPonte Vedra Beach, FL2026-11-03
Norden Group LLC
8,650$255.2K0.0%GrowthMediumProvo, UT2026-10-20
Asset One Wealth Management LLC
8,641$254.9K0.0%GrowthLowBellevue, WA2026-11-02
Seelaus Asset Management LLC
8,634$254.7K0.2%GrowthMediumChatham, NJ2026-10-14
FF Advisors,LLC
8,534$251.8K0.1%ETFLowManhattan Beach, CA2026-10-21
E&G Advisors, LLC
8,474$250.0K0.0%ETFVery LowHouston, TX2026-10-13
Balboa Wealth Partners
8,430$248.7K0.0%Agg GrowthMediumScottsdale, AZ2026-10-20
Salem Investment Counselors Inc
8,364$246.7K0.0%GrowthVery LowWinston-Salem, NC2026-10-13
Weaver Consulting Group
8,199$241.9K0.0%ETFLowHuntington Beach, CA2026-10-07
Laurel Wealth Advisors LLC
8,175$241.2K0.0%CoreVery LowCharlotte, NC2026-10-27
AFG Fiduciary Services Limited Partnership
8,154$238.9K0.2%ETFVery LowHingham, MA2026-10-21
Avidian Wealth Enterprises, LLC
8,054$237.6K0.0%ETFLowHouston, TX2026-10-08
Websterrogers Financial Advisors, LLC
7,987$235.6K0.1%ETFVery LowFlorence, SC2026-11-02
Argentarii, LLC
7,886$232.6K0.1%GrowthLowCincinnati, OH2026-10-28
HB Wealth Management, LLC
7,883$232.5K0.0%IndexVery LowAtlanta, GA2026-10-23
Winthrop Advisory Group LLC
7,795$230.0K0.0%ETFVery LowBoston, MA2026-10-22
Bell Bank
7,697$227.1K0.0%ETFLowFargo, ND2026-10-21
Reicon Wealth Advisors, LLC
7,667$226.2K0.1%ETFLowAtlanta, GA2026-11-04
Forthright Family Wealth Advisory LLC
7,594$224.0K0.1%ETFHighHouston, TX2026-11-03
B.A. Schrock Wealth Management, Inc.
7,518$221.5K0.1%GARPN/AWadsworth, OH2026-10-15
Arkfeld Wealth Strategies, L.L.C.
7,458$219.0K0.1%ValueLowOmaha, NE2026-10-19
Mcdonald Partners LLC
7,435$219.3K0.1%CoreLowCleveland, OH2026-11-03
Investmark Advisory Group LLC
7,306$215.6K0.1%ETFVery LowShelton, CT2026-10-27
Proathlete Wealth Management LLC
7,285$214.9K0.0%ETFVery LowBoca Raton, FL2026-10-15
SeaCrest Wealth Management, LLC
7,155$211.1K0.0%GrowthLowPurchase, NY2026-10-21
C2c Wealth Management, LLC
7,118$210.0K0.2%CoreLowScottsdale, AZ2026-10-20
City Center Advisors, LLC
7,062$208.3K0.2%ETFMediumTroy, MI2026-10-08
Insight Wealth Partners, LLC
7,035$207.5K0.0%ETFLowPlano, TX2026-10-26
Sanders Morris Harris LLC
7,017$209.2K0.0%GARPLowHouston, TX2026-10-14
Haven Private, LLC
7,000$206.5K0.1%ETFMediumOrlando, FL2026-10-27
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
6,998$206.5K0.0%ETFMediumWestlake, OH2026-10-14
Harbour Capital Advisors, LLC
6,980$205.9K0.0%GrowthLowTysons Corner, VA2026-10-13
Axxcess Wealth Management, LLC
6,945$204.9K0.0%CoreLowCarlsbad, CA2026-10-21
Samalin Investment Counsel, LLC
6,939$204.7K0.1%YieldMediumChappaqua, NY2026-10-23
Vigilare Wealth Management
6,889$203.2K0.1%ETFHighScottsdale, AZ2026-10-29
HF Advisory Group, LLC
6,809$200.9K0.1%ValueLowAnnapolis, MD2026-10-09
Archer Investment Corp
6,806$200.8K0.0%CoreMediumCarmel, IN2026-11-05
Hegarty Advisors, LLC
6,804$200.7K0.1%ETFVery LowGarden City, NY2026-10-20
Barrett & Company, Inc.
6,368$187.9K0.1%ETFLowProvidence, RI2026-10-22
First Horizon Corp
6,181$182.3K0.0%CoreLowMemphis, TN2026-10-26
Piscataqua Savings Bank
6,055$178.6K0.1%CoreVery LowPortsmouth, NH2026-10-21
Latitude Advisors, LLC
6,001$177.0K0.1%ETFLowYorkville, IL2026-10-27
Key FInancial Inc
5,514$162.7K0.0%ETFLowWest Chester, PA2026-11-02
High Point Wealth Management, LLC
5,409$159.6K0.1%ETFLowChester, NJ2026-11-05
Bokf, NA
4,910$144.8K0.0%CoreLowTulsa, OK2026-10-27
Brown, Lisle Ings, Inc.
4,497$132.7K0.0%CoreVery LowProvidence, RI2026-10-16
John Boyer, Inc.
4,361$128.7K0.1%ETFMediumTampa, FL2026-10-27
Cherry Tree Wealth Management, LLC
3,589$105.9K0.0%ETFVery LowMinnetonka, MN2026-10-15
Union Savings Bank
3,539$104.4K0.0%CoreLowLitchfield, CT2026-10-14
First Community Trust NA
3,534$104.3K0.0%GrowthLowDubuque, IA2026-10-07
LFA - Lugano Financial Advisors SA
3,141$92.7K0.1%ETFLowLugano, Switzerland2026-11-03
Albion Financial Group
3,050$90.0K0.0%GrowthLowSalt Lake City, UT2026-10-21
SBK Financial, Inc.
2,950$87.0K0.0%N/AN/ARichmond, VA2026-11-02
Cornerstone National Bank & Trust Co
2,600$76.6K0.0%ETFMediumPalatine, IL2026-10-20
Pacifica Partners Inc.
2,523$74.3K0.0%CoreLowSurrey, South Africa2026-10-09
Dynamic Wealth Strategies, LLC
2,489$73.4K0.0%ETFLowGranite Bay, CA2026-10-16
Activest Wealth Management
2,482$73.2K0.0%ETFLowAventura, FL2026-10-15
Creative Financial Designs Inc
2,471$72.9K0.0%ETFMediumKokomo, IN2026-11-04
Westside Investment Management, Inc.
2,458$72.5K0.0%GrowthLowSanta Monica, CA2026-11-02
Elevated Capital Advisors, LLC
2,399$70.8K0.0%ETFMediumSandy, UT2026-11-04
Trust Co
2,396$70.7K0.0%ETFVery LowManhattan, KS2026-10-09
Lodestone Wealth Management LLC
2,376$70.1K0.0%CoreLowSpokane, WA2026-10-14
Farmers & Merchants Investments Inc
2,185$64.5K0.0%CoreVery LowLincoln, NE2026-10-22
Tsfg, LLC
2,030$600.0%ETFLowLake Forest, IL2026-10-23
Fairscale Capital, LLC
2,028$57.7K0.0%GrowthVery LowNashua, NH2026-11-04
Larson Financial Group LLC
2,020$59.6K0.0%GrowthLowSt Louis, MO2026-11-05
Pflug Koory, LLC
1,961$57.9K0.0%CoreVery LowOmaha, NE2026-10-26
American National Bank & Trust
1,956$57.7K0.0%CoreVery LowWichita Falls, TX2026-10-07
American Capital Advisory, LLC
1,805$53.2K0.0%ETFLowKetchum, ID2026-10-28
Pinnacle Wealth Planning Services, Inc.
1,777$52.4K0.0%GARPLowMansfield, OH2026-10-27
Payden & Rygel
1,697$500.0%GARPMediumLos Angeles, CA2026-10-28
Mather Group, Llc.
1,687$49.8K0.0%ETFMediumChicago, IL2026-10-14
Rossby Financial, LCC
1,618$47.7K0.0%ETFMediumMelbourne, FL2026-11-05
Physician Wealth Advisors, Inc.
1,610$47.5K0.0%ETFMediumMidvale, UT2026-10-20
First Bancorp, Inc
1,527$45.0K0.0%ValueVery LowDamariscotta, ME2026-10-26
Roxbury Financial LLC
1,425$42.1K0.0%CoreVery LowMount Arlington, NJ2026-10-01
Avion Wealth
1,385$400.0%ETFLowThe Woodlands, TX2026-11-04
Valley Wealth Managers, Inc.
1,177$34.7K0.0%GARPMediumParamus, NJ2026-10-09
Bradley & Co. Private Wealth Management, LLC
1,143$33.7K0.0%CoreVery LowMiami, FL2026-10-23
Financial Consulate, Inc
1,140$33.6K0.0%ETFLowHunt Valley, MD2026-10-23
Cassaday & Co Wealth Management LLC
1,048$30.9K0.0%ETFVery LowMclean, VA2026-10-27
Moisand Fitzgerald Tamayo, LLC
1,046$30.9K0.0%ETFVery LowOrlando, FL2026-10-15
Signature Resources Capital Management, LLC
1,000$29.5K0.0%ETFLowNewport Beach, CA2026-10-16
Salomon & Ludwin, LLC
965$28.5K0.0%ETFVery LowRichmond, VA2026-10-29
Birch Financial Group, LLC
931$27.5K0.0%CoreLowKeene, NH2026-10-27
Nvwm, LLC
891$26.3K0.0%GrowthMediumYardley, PA2026-10-14
Godsey & Gibb, Inc
875$25.8K0.0%CoreLowRichmond, VA2026-10-14
EPG Wealth Management LLC
819$24.2K0.0%GrowthLowAtlanta, GA2026-11-03
Golden State Wealth Management, LLC
789$23.3K0.0%ETFMediumSanta Ana, CA2026-11-02
Portfolio Resources Advisor Group, Inc.
769$22.7K0.0%ETFMediumCoral Gables, FL2026-10-20
Princeton Global Asset Management LLC
752$22.2K0.0%GrowthLowPrinceton, NJ2026-10-21
CX Institutional
711$210.0%CoreMediumAuburn, IN2026-10-02
1620 Investment Advisors, Inc.
700$20.7K0.0%ValueLowPlymouth, MA2026-11-04
Elevation Wealth Partners, LLC
670$19.8K0.0%ETFLowWalnut Creek, CA2026-10-07
New England Capital Financial Advisors LLC
612$18.0K0.0%ETFLowMeriden, CT2026-11-03
Gables Capital Management Inc.
610$18.0K0.0%GrowthVery LowMiami, FL2026-11-04
Trust Co of Vermont
600$17.7K0.0%CoreVery LowBrattleboro, VT2026-10-21
Nemes Rush Group LLC
520$15.3K0.0%CoreVery LowNovi, MI2026-11-04
Atwood & Palmer Inc
500$14.8K0.0%CoreVery LowKansas City, MO2026-10-08
Horrell Capital Management, Inc.
500$14.8K0.0%ValueVery LowLittle Rock, AR2026-10-08
Nova Financial LLC
469$13.8K0.0%N/AN/ATucson, AZ2026-11-04
Buck Wealth Strategies, LLC
457$13.5K0.0%ValueMediumDenver, CO2026-10-28
William Mack & Associates, Inc.
450$13.3K0.0%ETFLowTroy, MI2026-10-27
United Community Bank
438$12.9K0.0%CoreLowGreenville, SC2026-10-28
Wealth Enhancement Trust Services, Inc.
418$12.3K0.0%GrowthMediumSioux Falls, SD2026-10-07
Canton Hathaway, LLC
418$12.3K0.0%ValueLowProvidence, RI2026-10-23
Community Financial Services Group, LLC
379$11.2K0.0%GrowthLowNewport, VT2026-10-15
Ascentis Independent Advisors
350$10.3K0.0%ETFLowDallas, TX2026-11-03
Wolff Wiese Magana LLC
340$10.0K0.0%GrowthLowCarslbad, CA2026-10-15
Signaturefd, LLC
336$9.9K0.0%IndexLowAtlanta, GA2026-10-23
Byrne Asset Management LLC
325$9.6K0.0%CoreLowKingston, NJ2026-10-06
Hazlett, Burt & Watson, Inc.
325$90.0%CoreVery LowWheeling, WV2026-11-04
Global Trust Asset Management, LLC
320$9.4K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Nfsg Corp
307$9.0K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Syntax Research, Inc.
255$7.5K0.0%ETFMediumBoca Raton, FL2026-11-04
JFS Wealth Advisors, LLC
244$7.2K0.0%ETFVery LowHermitage, PA2026-11-03
Lynch Investment Planning, LLC
225$6.6K0.0%ETFLowNewtown Square, PA2026-10-27
IMG Wealth Management, Inc.
202$6.0K0.0%ETFMediumJacksonville, FL2026-10-27
Angeles Investment Advisors, LLC
200$5.9K0.0%ETFMediumSanta Monica, CA2026-10-22
WPG Advisers, LLC
184$5.4K0.0%CoreLowBaltimore, MD2026-10-27
Pinnacle Bancorp, Inc.
165$4.9K0.0%CoreVery LowBeatrice, NE2026-10-21
Next Level Wealth Planning, LLC
154$4.5K0.0%ETFVery LowMeridian, ID2026-10-29
Richardson Financial Services Inc.
139$4.1K0.0%GrowthMediumMedway, MA2026-10-30
Versant Capital Management, Inc
129$3.8K0.0%GARPLowPhoenix, AZ2026-10-02
Madden Securities Corp
125$3.7K0.0%GrowthMediumDallas, TX2026-10-27
Coastline Trust Co
125$3.7K0.0%GrowthVery LowProvidence, RI2026-10-01
Pathway Financial Advisers, LLC
117$3.5K0.0%CoreLowAuburn, IN2026-10-27
Beverly Hills Private Wealth, LLC
111$3.3K0.0%ValueMediumBeverly Hills, CA2026-11-04
Bfsg, LLC
100$3.0K0.0%CoreLowIrvine, CA2026-10-30
SYM Financial Corp
75$2.2K0.0%ETFVery LowWinona Lake, IN2026-10-26
Smallwood Wealth Investment Management, LLC
64$1.9K0.0%ETFVery LowRed Bank, NJ2026-10-30
POM Investment Strategies, LLC
63$1.9K0.0%ETFVery HighRaleigh, NC2026-10-20
Lloyd Advisory Services, Llc.
59$1.7K0.0%ETFVery HighSuwanee, GA2026-11-02
Granite Investment Partners, LLC
59$1.7K0.0%CoreMediumEl Segundo, CA2026-11-04
PayPay Securities Corp
53$1.6K0.1%CoreMediumTokyo, Mexico2026-10-27
Phillips Financial Management, LLC
41$1.2K0.0%ETFVery LowFort Wayne, IN2026-10-19
EverSource Wealth Advisors, LLC
36$1.1K0.0%CoreMediumBirmingham, AL2026-11-04
Manchester Capital Management LLC
22$6490.0%CoreLowManchester, VT2026-10-22
Mainstream Capital Management LLC
18$5310.0%GrowthLowLos Angeles, CA2026-10-23
Towne Trust Company, N.a
17$5020.0%CoreLowNewport News, VA2026-10-28
Dhjj Financial Advisors, Ltd.
12$3540.0%ETFVery LowNaperville, IL2026-10-23
Davis Capital Management
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Kingdom Financial Group Llc.
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