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CUSIP: 464288802 | NYSE | 1086 institutional holders

Quarters

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

Mission Wealth Management, LP402,724
1.0% of portfolio›$62.7M
Shira Ridge Wealth Management284,219
15.4% of portfolio›$44.2M
Truist Financial Corp134,694
0.0% of portfolio›$21.0M
Stewardship Advisors, LLC94,754
3.1% of portfolio›$14.8M
Farrow Financial, Inc.92,257
7.6% of portfolio›$14.4M
Commonwealth Equity Services, LLC90,551
0.0% of portfolio›$14.1M
Wealth Enhancement Advisory Services, LLC79,608
0.0% of portfolio›$12.6M
Creative Planning73,957
0.0% of portfolio›$11.5M
eCIO, Inc.71,338
3.9% of portfolio›$11.4M
Accredited Investors Inc.55,856
0.4% of portfolio›$8.7M
Keybank National Association51,705
0.0% of portfolio›$8.0M
Corundum Group, Inc.47,498
1.9% of portfolio›$7.4M
Cambridge Investment Research Advisors, Inc.42,889
0.0% of portfolio›$6.7K
Brookstone Capital Management42,771
0.1% of portfolio›$6.7M
Glenview Trust Co42,500
0.1% of portfolio›$6.6M
Bear Mountain Capital, Inc.41,957
1.8% of portfolio›$6.5M
D.A. Davidson & Co.39,473
0.0% of portfolio›$6.1M
Aspiriant, LLC38,124
0.1% of portfolio›$5.9M
Roof Eidam Maycock Peralta, LLC37,465
1.1% of portfolio›$5.8M
MGO One Seven LLC33,983
0.1% of portfolio›$5.3M
Garde Capital, Inc.32,555
0.3% of portfolio›$5.1M
BigSur Wealth Management LLC32,000
1.2% of portfolio›$5.0M
Kestra Advisory Services, LLC31,154
0.0% of portfolio›$4.9M
Tompkins Financial Corp30,483
0.3% of portfolio›$4.7M
Grimes & Co Wealth Management, LLC28,803
0.1% of portfolio›$4.5M
HB Wealth Management, LLC26,859
0.0% of portfolio›$4.2M
Robertson Stephens Wealth Management, LLC24,860
0.1% of portfolio›$3.9M
Bailard, Inc.23,610
0.1% of portfolio›$3.7M
CPC Advisors, LLC23,590
0.5% of portfolio›$3.7M
CGN Advisors LLC20,768
0.3% of portfolio›$3.2M
Ledyard National Bank20,588
0.3% of portfolio›$3.2M
Fingerlakes Wealth Management, Inc.20,460
1.7% of portfolio›$3.2M
Shepherd Financial Partners LLC20,424
0.3% of portfolio›$3.2M
3Edge Asset Management, LP20,227
0.1% of portfolio›$3.1M
FSA Wealth Partners, Inc.19,184
0.8% of portfolio›$3.0M
SAX Wealth Advisors, LLC19,031
0.1% of portfolio›$3.0M
Crestwood Advisors Group, LLC17,743
0.0% of portfolio›$2.8M
Relyea Zuckerberg Hanson LLC17,314
0.2% of portfolio›$2.7M
Aprio Wealth Management, LLC15,705
0.1% of portfolio›$2.4M
GoalVest Advisory LLC15,387
0.4% of portfolio›$2.4M
Asset Dedication, LLC15,205
0.1% of portfolio›$2.4M
Chicago Partners Investment Group LLC14,788
0.0% of portfolio›$2.3M
Cornerstone Wealth Management, LLC14,667
0.1% of portfolio›$2.3M
Apella Capital, LLC14,616
0.0% of portfolio›$2.3M
Ryan Investment Management, Inc.14,347
0.9% of portfolio›$2.2M
Basso Capital Management, L.P.14,234
0.5% of portfolio›$2.2M
Evergreen Capital Management LLC13,928
0.0% of portfolio›$2.2M
Winthrop Advisory Group LLC12,910
0.1% of portfolio›$2.0M
Trust Co12,506
0.2% of portfolio›$1.9M
First Pacific Financial12,236
0.2% of portfolio›$1.9M
New Covenant Trust Company, N.A.12,129
1.3% of portfolio›$1.9M
Resonant Capital Advisors, LLC12,021
0.1% of portfolio›$1.9M
Avantax Planning Partners, Inc.11,648
0.0% of portfolio›$1.8M
Bell Bank11,112
0.1% of portfolio›$1.7M
Gerber Kawasaki Wealth & Investment Management10,549
0.0% of portfolio›$1.6M
Bond & Devick Financial Network, Inc.10,424
0.4% of portfolio›$1.6M
Bigelow Investment Advisors, LLC10,022
0.6% of portfolio›$1.6M
Farther Finance Advisors, LLC10,017
0.0% of portfolio›$1.6M
Choreo, LLC9,849
0.0% of portfolio›$1.5M
Berman McAleer LLC9,739
0.2% of portfolio›$1.5M
Bank Julius Baer & Co. Ltd, Zurich9,735
0.0% of portfolio›$1.5M
Marino, Stram & Associates LLC9,515
0.2% of portfolio›$1.5M
M Holdings Securities, Inc.9,501
0.6% of portfolio›$1.5M
Bluestem Financial Advisors, LLC9,180
0.5% of portfolio›$1.4M
Colorado Capital Management, Inc.8,905
0.0% of portfolio›$1.4K
Abacus Planning Group, Inc.8,697
0.2% of portfolio›$1.4M
Wesbanco Bank Inc8,624
0.0% of portfolio›$1.3M
RED Crane Wealth Management, LLC8,581
0.9% of portfolio›$1.3M
Hofer & Associates. Inc8,581
0.9% of portfolio›$1.3M
TFC Financial Management, Inc.8,523
0.1% of portfolio›$1.3M
Destiny Capital Corp8,312
0.6% of portfolio›$1.3M
Traphagen Investment Advisors LLC7,952
0.1% of portfolio›$1.2M
Prentiss Smith & Co Inc7,901
0.7% of portfolio›$1.2M
Financial Planning Fort Collins, LLC7,869
0.9% of portfolio›$1.2M
Finley Financial, LLC7,610
0.5% of portfolio›$1.2M
Midwest Trust Co7,557
0.0% of portfolio›$1.2M
Willow Creek Wealth Management Inc.7,538
0.1% of portfolio›$1.2M
Coastline Trust Co7,381
0.1% of portfolio›$1.1M
Carret Asset Management, LLC7,098
0.1% of portfolio›$1.1M
Lido Advisors, LLC7,065
0.0% of portfolio›$1.1M
McClarren Financial Advisors, Inc.6,944
0.5% of portfolio›$1.1M
Curbstone Financial Management Corp6,936
0.2% of portfolio›$1.1M
Indivisible Partners6,509
0.0% of portfolio›$1.0M
Connecticut Wealth Management, LLC6,219
0.0% of portfolio›$968.2K
Brighton Jones LLC6,193
0.0% of portfolio›$964.1K
McAdam, LLC6,072
0.0% of portfolio›$945.3K
Jnba Financial Advisors5,930
0.1% of portfolio›$923.2K
Well Done, LLC5,905
0.1% of portfolio›$919.3K
Bank of New Hampshire5,790
0.2% of portfolio›$901.4K
Westside Investment Management, Inc.5,526
0.1% of portfolio›$860.4K
Global Assets Advisory, LLC5,406
0.2% of portfolio›$855.3K
Mechanics Bank Trust Department5,400
0.1% of portfolio›$840.7K
Capital Investment Counsel, LLC5,355
0.1% of portfolio›$833.7K
Walkner Condon Financial Advisors LLC5,297
0.1% of portfolio›$824.7K
Hengehold Capital Management LLC5,230
0.1% of portfolio›$814.2K
Parsons Capital Management Inc5,157
0.0% of portfolio›$802.8K
Modera Wealth Management, LLC5,147
0.0% of portfolio›$801.3K
Riverbend Wealth Management, LLC5,000
0.4% of portfolio›$778.4K
Mather Group, Llc.4,972
0.0% of portfolio›$774.0K
Peak Financial Management, Inc.4,940
0.2% of portfolio›$769.1K
Silverlake Wealth Management LLC4,809
0.1% of portfolio›$748.7K
TriaGen Wealth Management LLC4,732
0.2% of portfolio›$736.6K
CWS Financial Advisors, LLC4,604
0.2% of portfolio›$716.8K
Vontobel Holding Ltd.4,570
0.0% of portfolio›$711.5K
Allodium Investment Consultants, LLC4,531
0.3% of portfolio›$705.3K
West Financial Advisors, LLC4,472
0.1% of portfolio›$696.2K
WealthBridge Capital Management, LLC4,401
0.1% of portfolio›$685.1K
Kraft, Davis & Associates, LLC4,401
0.1% of portfolio›$688.8K
ASL Financial, LLC4,396
0.5% of portfolio›$684.4K
Facet Wealth, Inc.4,376
0.0% of portfolio›$681.3K
Sage Financial Group Inc4,361
0.0% of portfolio›$678.9K
Global View Capital Management LLC4,351
0.2% of portfolio›$677.4K
Trust Co of Vermont4,314
0.0% of portfolio›$671.6K
Opulen Financial Group LLC4,269
0.4% of portfolio›$664.6K
Sharper & Granite LLC4,210
0.2% of portfolio›$556.1K
Nautilus Advisors LLC4,200
0.4% of portfolio›$653.9K
Mill Capital Management, LLC4,150
0.0% of portfolio›$646.1K
Greenup Street Wealth Management LLC4,131
0.1% of portfolio›$643.2K
TruNorth Capital Management, LLC4,066
0.1% of portfolio›$632.9K
Progressive Investment Management Corp4,000
0.1% of portfolio›$622.7K
Bradley & Co. Private Wealth Management, LLC3,984
0.3% of portfolio›$620.2K
Meridian Financial Advisors, LLC3,975
0.3% of portfolio›$618.8K
Guardsman Private Capital Management, Inc.3,915
0.4% of portfolio›$609.4K
North Star Investment Management Corp.3,859
0.0% of portfolio›$600.8K
Harbor Group, Inc.3,859
0.1% of portfolio›$600.7K
Concurrent Investment Advisors, LLC3,840
0.0% of portfolio›$597.8K
Heartwood Wealth Advisors LLC3,830
0.0% of portfolio›$596.3K
Weaver Consulting Group3,682
0.1% of portfolio›$573.2K
Portfolio Resources Advisor Group, Inc.3,675
0.5% of portfolio›$572.1K
Asempa Wealth Advisors3,660
0.4% of portfolio›$571.5K
AGF Management LTD3,600
0.0% of portfolio›$560.4K
Diversified Enterprises, LLC3,599
0.0% of portfolio›$560.3K
Vise Technologies, Inc.3,590
0.0% of portfolio›$558.9K
Associated Banc-Corp3,545
0.0% of portfolio›$551.9K
Mallini Complete Financial Planning LLC3,412
0.4% of portfolio›$531.2K
Harbor Investment Advisory, LLC3,301
0.0% of portfolio›$513.9K
Ashton Thomas Private Wealth, LLC3,294
0.0% of portfolio›$512.8K
Sound Stewardship, LLC3,226
0.2% of portfolio›$502.3K
Pinnacle Associates LTD3,192
0.0% of portfolio›$496.9K
Pine Haven Investment Counsel, Inc3,114
0.3% of portfolio›$484.8K
Pension & Wealth Management Advisors, Inc.3,111
0.1% of portfolio›$484.3K
Citizens Financial Group Inc3,030
0.0% of portfolio›$471.7K
TrustBank2,985
0.1% of portfolio›$464.7K
Pinnacle Wealth Management Advisory Group, LLC2,895
0.0% of portfolio›$450.7K
Fusion Family Wealth, LLC2,884
0.0% of portfolio›$449.0K
Investment Research Partners LLC2,829
0.1% of portfolio›$440.4K
BridgePort Financial Solutions, LLC2,825
0.1% of portfolio›$439.8K
Sigma Planning Corp2,810
0.0% of portfolio›$437.4K
Financial Planning Hawaii, Inc.2,803
0.2% of portfolio›$436.4K
Avail Investment Partners, LLC2,787
0.3% of portfolio›$433.9K
Wealth Architects, LLC2,734
0.0% of portfolio›$425.6K
Penobscot Investment Management Company, Inc.2,726
0.0% of portfolio›$424.4K
Klingman & Associates, LLC2,719
0.0% of portfolio›$423.3K
Aufman Associates Inc2,699
0.2% of portfolio›$420.1K
Olio Financial Planning2,662
0.1% of portfolio›$414.4K
Financial Insights, Inc.2,640
0.1% of portfolio›$411.0K
SWP Financial LLC2,592
0.2% of portfolio›$403.5K
High Probability Advisors, LLC2,591
0.0% of portfolio›$403.4K
Corepath Wealth Partners LLC2,570
0.3% of portfolio›$407.3K
HCR Wealth Advisors2,550
0.0% of portfolio›$397.0K
Guerra PAN Advisors, LLC2,525
0.2% of portfolio›$394.6K
Villere ST Denis J & Co LLC2,500
0.1% of portfolio›$389.2K
Catherine Avery Investment Management LLC2,493
0.3% of portfolio›$388.1K
Pittenger & Anderson Inc2,480
0.0% of portfolio›$386.1K
Ferguson Wellman Capital Management, Inc2,464
0.0% of portfolio›$383.6K
Allstreet Capital Advisors LLC2,442
0.2% of portfolio›$380.2K
Ulland Investment Advisors, LLC2,430
0.0% of portfolio›$378
Pacific Center for Financial Services2,414
0.1% of portfolio›$375.8K
Acropolis Investment Management, LLC2,407
0.0% of portfolio›$374.7K
Kennebec Savings Bank2,393
0.3% of portfolio›$372.5K
Forza Wealth Management, LLC2,342
0.1% of portfolio›$364.6K
BAR Harbor Wealth Management2,337
0.0% of portfolio›$363.8K
Grove Bank & Trust2,328
0.0% of portfolio›$362.4K
Signaturefd, LLC2,278
0.0% of portfolio›$354.6K
StoneX Group Inc.2,272
0.0% of portfolio›$351.1K
Princeton Global Asset Management LLC2,242
0.1% of portfolio›$349.0K
Richmond Investment Services, LLC2,194
0.1% of portfolio›$341.6K
Focus Financial Network, Inc.2,100
0.0% of portfolio›$326.9K
KMG Fiduciary Partners, LLC2,100
0.0% of portfolio›$326.9K
Frederick Financial Consultants, LLC2,074
0.1% of portfolio›$322.9K
LVZ, Inc.2,068
0.0% of portfolio›$321.9K
Magnus Financial Group LLC2,035
0.0% of portfolio›$316.8K
Pathway Financial Advisors LLC2,031
0.0% of portfolio›$316.2K
Dynamic Advisor Solutions LLC2,022
0.0% of portfolio›$314.8K
ETF Portfolio Partners, Inc.2,012
0.1% of portfolio›$313.2K
Traveka Wealth, LLC2,000
0.1% of portfolio›$311.4K
WJ Wealth Management, LLC2,000
0.1% of portfolio›$311.4K
Capital Advisors Wealth Management, LLC1,999
0.0% of portfolio›$311.2K
Birchbrook, Inc.1,984
0.1% of portfolio›$308.9K
Stanich Group LLC1,976
0.1% of portfolio›$307.7K
Hoxton Planning & Management, LLC1,975
0.1% of portfolio›$307.4K
Private Wealth Management Group, LLC1,967
0.1% of portfolio›$306.2K
Perigon Wealth Management, LLC1,957
0.0% of portfolio›$304.7K
JFS Wealth Advisors, LLC1,916
0.0% of portfolio›$298.3K
May Hill Capital, LLC1,913
0.1% of portfolio›$297.8K
VestGen Advisors, LLC1,892
0.0% of portfolio›$294.6K
Flagship Harbor Advisors, LLC1,886
0.0% of portfolio›$293.7K
AlphaCore Capital LLC1,855
0.0% of portfolio›$288.8K
Laurel OAK Wealth Management, LLC1,743
0.0% of portfolio›$271.4K
Advisor OS, LLC1,739
0.0% of portfolio›$270.8K
Harfst & Associates, Inc.1,711
0.0% of portfolio›$266.4K
Eagle Strategies LLC1,705
0.0% of portfolio›$265.4K
Parkshore Wealth Management, Inc.1,688
0.1% of portfolio›$262.8K
Goldstein Advisors, LLC1,675
0.0% of portfolio›$260.7K
LexAurum Advisors, LLC1,655
0.0% of portfolio›$257.7K
Davenport & Co LLC1,634
0.0% of portfolio›$254.4K
McKinley Carter Wealth Services, Inc.1,575
0.0% of portfolio›$245.2K
Harbour Trust & Investment Management Co1,574
0.0% of portfolio›$245.0K
Harbor Asset Planning, Inc.1,567
0.2% of portfolio›$244.0K
Montis Financial, LLC1,551
0.0% of portfolio›$241.4K
Bath Savings Trust Co1,500
0.0% of portfolio›$233.5K
Sulzberger Capital Advisors, Inc.1,500
0.2% of portfolio›$233.5K
Portland Financial Advisors Inc1,495
0.4% of portfolio›$232.7K
SBI Securities Co., Ltd.1,469
0.0% of portfolio›$228.7K
Vericrest Private Wealth1,447
0.2% of portfolio›$225.3K
Diversify Wealth Management, LLC1,439
0.0% of portfolio›$226.7K
Diversify Advisory Services, LLC1,439
0.0% of portfolio›$226.7K
PFG Advisors1,420
0.0% of portfolio›$221.1K
Ddfg, Inc1,405
0.0% of portfolio›$218.7K
White Lighthouse Investment Management Inc.1,379
0.0% of portfolio›$214.7K
First Affirmative Financial Network1,378
0.0% of portfolio›$214.5K
Strategic Wealth Investment Group, LLC1,374
0.0% of portfolio›$213.9K
Boothe Investment Group, Inc.1,347
0.1% of portfolio›$209.7K
LFA - Lugano Financial Advisors SA1,343
0.1% of portfolio›$209.1K
Prime Capital Investment Advisors, LLC1,310
0.0% of portfolio›$203.9K
Spire Wealth Management1,310
0.0% of portfolio›$203.9K
Boston Trust Walden Corp1,297
0.0% of portfolio›$201.9K
Flagship Wealth Advisors, LLC1,177
0.0% of portfolio›$183.2K
Golden State Wealth Management, LLC1,105
0.0% of portfolio›$172.0K
Foster Dykema Cabot & Partners, LLC1,000
0.0% of portfolio›$155.7K
Arcadia Investment Advisors LLC981
0.1% of portfolio›$152.7K
Gamma Investing LLC954
0.0% of portfolio›$148.5K
Caldwell Trust Co800
0.0% of portfolio›$124.5K
Capital Investment Advisory Services, LLC780
0.0% of portfolio›$121.5K
Investors Research Corp646
0.0% of portfolio›$100.6K
Assetmark, Inc617
0.0% of portfolio›$96.1K
Valley National Advisers Inc564
0.0% of portfolio›$87.8K
Adirondack Trust Co549
0.0% of portfolio›$85.5K
Cranbrook Wealth Management, LLC542
0.0% of portfolio›$84.4K
Clean Yield Group539
0.0% of portfolio›$83.9K
Rossmore Private Capital509
0.0% of portfolio›$79.2K
Parallel Advisors, LLC500
0.0% of portfolio›$77.8K
CoreCap Advisors, LLC478
0.0% of portfolio›$74.4K
Bell Investment Advisors, Inc468
0.0% of portfolio›$72.9K
Private Trust Co NA457
0.0% of portfolio›$71.1K
Buck Wealth Strategies, LLC410
0.0% of portfolio›$63.8K
Root Financial Partners, LLC399
0.0% of portfolio›$62.1K
Dhjj Financial Advisors, Ltd.390
0.0% of portfolio›$60.7K
Blue Trust, Inc.387
0.0% of portfolio›$60.2K
Valley Wealth Managers, Inc.350
0.0% of portfolio›$54.5K
Washington Trust Advisors, Inc.250
0.0% of portfolio›$38.9K
Provenance Wealth Advisors, LLC247
0.0% of portfolio›$38.5K
CX Institutional233
0.0% of portfolio›$36
Wealth Enhancement Trust Services, Inc.190
0.0% of portfolio›$29.6K
Morling Financial Advisors, LLC183
0.0% of portfolio›$28.5K
Next Level Wealth Planning, LLC173
0.0% of portfolio›$26.9K
Triumph Capital Management166
0.0% of portfolio›$25.8K
Financial Network Wealth Advisors LLC163
0.0% of portfolio›$25.4K
Elevation Wealth Partners, LLC150
0.0% of portfolio›$23.4K
Armor Investment Advisors, LLC147
0.0% of portfolio›$22.9K
Chilton Capital Management LLC145
0.0% of portfolio›$22.6K
Financial Perspectives, Inc143
0.0% of portfolio›$22.3K
Hughes Financial Services, LLC129
0.0% of portfolio›$20.4K
American Capital Advisory, LLC112
0.0% of portfolio›$17.4K
Angeles Wealth Management, LLC73
0.0% of portfolio›$11.3K
Lanark Financial, Inc.61
0.0% of portfolio›$9.5K
Downshift Financial, LLC60
0.0% of portfolio›$9.3K
Kroeger Financial Partners51
0.0% of portfolio›$7.9K
EverSource Wealth Advisors, LLC38
0.0% of portfolio›$5.9K
Lodestone Wealth Management LLC33
0.0% of portfolio›$5.1K
Moisand Fitzgerald Tamayo, LLC25
0.0% of portfolio›$3.9K
PayPay Securities Corp24
0.1% of portfolio›$3.7K
Abound Wealth Management13
0.0% of portfolio›$2.0K
Allspring Global Investments Holdings, LLC0
0.0% of portfolio›$50
StyleTurnoverLocationFiled
Mission Wealth Management, LP
402,724$62.7M1.0%ETFLowSanta Barbara, CA2026-10-15
Shira Ridge Wealth Management
284,219$44.2M15.4%ETFLowLarkspur, CA2026-10-09
Truist Financial Corp
134,694$21.0M0.0%CoreLowCharlotte, NC2026-10-30
Stewardship Advisors, LLC
94,754$14.8M3.1%ETFMediumMount Joy, PA2026-10-20
Farrow Financial, Inc.
92,257$14.4M7.6%ETFLowSouth Burlington, VT2026-10-30
Commonwealth Equity Services, LLC
90,551$14.1M0.0%ETFLowWaltham, MA2026-11-02
Wealth Enhancement Advisory Services, LLC
79,608$12.6M0.0%CoreLowPlymouth, MN2026-10-13
Creative Planning
73,957$11.5M0.0%IndexVery LowOverland Park, KS2026-11-02
eCIO, Inc.
71,338$11.4M3.9%ETFMediumMadison, WI2026-11-02
Accredited Investors Inc.
55,856$8.7M0.4%ETFLowEdina, MN2026-11-03
Keybank National Association
51,705$8.0M0.0%CoreLowBrooklyn, OH2026-11-04
Corundum Group, Inc.
47,498$7.4M1.9%CoreLowColorado Springs, CO2026-10-28
Cambridge Investment Research Advisors, Inc.
42,889$6.7K0.0%ETFLowFairfield, IA2026-11-02
Brookstone Capital Management
42,771$6.7M0.1%ETFMediumWheaton, IL2026-10-22
Glenview Trust Co
42,500$6.6M0.1%GrowthVery LowLouisville, KY2026-10-28
Bear Mountain Capital, Inc.
41,957$6.5M1.8%ETFLowSeattle, WA2026-11-04
D.A. Davidson & Co.
39,473$6.1M0.0%CoreLowGreat Falls, MT2026-10-28
Aspiriant, LLC
38,124$5.9M0.1%ETFVery LowLos Angeles, CA2026-10-16
Roof Eidam Maycock Peralta, LLC
37,465$5.8M1.1%ETFVery LowSan Francisco, CA2026-10-15
MGO One Seven LLC
33,983$5.3M0.1%GrowthLowBeachwood, OH2026-10-28
Garde Capital, Inc.
32,555$5.1M0.3%ETFLowSeattle, WA2026-10-29
BigSur Wealth Management LLC
32,000$5.0M1.2%GrowthLowMiami, FL2026-10-13
Kestra Advisory Services, LLC
31,154$4.9M0.0%CoreLowAustin, TX2026-11-02
Tompkins Financial Corp
30,483$4.7M0.3%CoreLowIthaca, NY2026-10-05
Grimes & Co Wealth Management, LLC
28,803$4.5M0.1%CoreLowWestborough, MA2026-10-29
HB Wealth Management, LLC
26,859$4.2M0.0%IndexVery LowAtlanta, GA2026-10-23
Robertson Stephens Wealth Management, LLC
24,860$3.9M0.1%ETFMediumSan Francisco, CA2026-10-16
Bailard, Inc.
23,610$3.7M0.1%GrowthMediumFoster City, CA2026-10-13
CPC Advisors, LLC
23,590$3.7M0.5%ETFMediumAtlanta, GA2026-10-21
CGN Advisors LLC
20,768$3.2M0.3%ETFLowManhattan, KS2026-10-21
Ledyard National Bank
20,588$3.2M0.3%CoreLowHanover, NH2026-10-21
Fingerlakes Wealth Management, Inc.
20,460$3.2M1.7%ETFVery LowIthaca, NY2026-11-04
Shepherd Financial Partners LLC
20,424$3.2M0.3%ETFLowWinchester, MA2026-11-03
3Edge Asset Management, LP
20,227$3.1M0.1%ETFMediumNaples, FL2026-10-30
FSA Wealth Partners, Inc.
19,184$3.0M0.8%ETFHighRockville, MD2026-10-26
SAX Wealth Advisors, LLC
19,031$3.0M0.1%ETFVery LowParsippany, NJ2026-10-13
Crestwood Advisors Group, LLC
17,743$2.8M0.0%GrowthLowBoston, MA2026-10-27
Relyea Zuckerberg Hanson LLC
17,314$2.7M0.2%ETFLowStamford, CT2026-10-20
Aprio Wealth Management, LLC
15,705$2.4M0.1%ETFMediumAtlanta, GA2026-10-28
GoalVest Advisory LLC
15,387$2.4M0.4%ETFMediumNew York, NY2026-10-02
Asset Dedication, LLC
15,205$2.4M0.1%ETFLowSan Francisco, CA2026-11-03
Chicago Partners Investment Group LLC
14,788$2.3M0.0%GARPLowChicago, IL2026-10-27
Cornerstone Wealth Management, LLC
14,667$2.3M0.1%ETFVery LowSt. Peters, MO2026-11-04
Apella Capital, LLC
14,616$2.3M0.0%ETFVery LowWest Hartford, CT2026-10-08
Ryan Investment Management, Inc.
14,347$2.2M0.9%ETFVery HighBasalt, CO2026-10-20
Basso Capital Management, L.P.
14,234$2.2M0.5%ETFMediumStamford, CT2026-10-30
Evergreen Capital Management LLC
13,928$2.2M0.0%GARPMediumBellevue, WA2026-10-23
Winthrop Advisory Group LLC
12,910$2.0M0.1%ETFVery LowBoston, MA2026-10-22
Trust Co
12,506$1.9M0.2%ETFVery LowManhattan, KS2026-10-09
First Pacific Financial
12,236$1.9M0.2%ETFLowVancouver, WA2026-10-14
New Covenant Trust Company, N.A.
12,129$1.9M1.3%GrowthVery LowJeffersonville, IN2026-10-08
Resonant Capital Advisors, LLC
12,021$1.9M0.1%ETFLowMadison, WI2026-10-15
Avantax Planning Partners, Inc.
11,648$1.8M0.0%ETFLowDubuque, IA2026-11-03
Bell Bank
11,112$1.7M0.1%ETFLowFargo, ND2026-10-21
Gerber Kawasaki Wealth & Investment Management
10,549$1.6M0.0%ETFLowSanta Monica, CA2026-10-29
Bond & Devick Financial Network, Inc.
10,424$1.6M0.4%ETFVery LowSt. Louis Park, MN2026-10-23
Bigelow Investment Advisors, LLC
10,022$1.6M0.6%ETFLowPortland, ME2026-10-13
Farther Finance Advisors, LLC
10,017$1.6M0.0%IndexLowSan Francisco, CA2026-10-08
Choreo, LLC
9,849$1.5M0.0%IndexLowRockford, IL2026-10-28
Berman McAleer LLC
9,739$1.5M0.2%ETFVery LowTimonium, MD2026-10-16
Bank Julius Baer & Co. Ltd, Zurich
9,735$1.5M0.0%GrowthMediumZurich, Switzerland2026-10-29
Marino, Stram & Associates LLC
9,515$1.5M0.2%ETFVery LowBraintree, MA2026-10-22
M Holdings Securities, Inc.
9,501$1.5M0.6%ETFHighPortland, OR2026-11-03
Bluestem Financial Advisors, LLC
9,180$1.4M0.5%ETFVery LowSavoy, IL2026-10-20
Colorado Capital Management, Inc.
8,905$1.4K0.0%ETFVery LowBoulder, CO2026-10-15
Abacus Planning Group, Inc.
8,697$1.4M0.2%ETFLowColumbia, SC2026-11-02
Wesbanco Bank Inc
8,624$1.3M0.0%CoreLowWheeling, WV2026-11-04
RED Crane Wealth Management, LLC
8,581$1.3M0.9%ETFLowSan Francisco, CA2026-10-14
Hofer & Associates. Inc
8,581$1.3M0.9%ETFHighThousand Oaks, CA2026-10-13
TFC Financial Management, Inc.
8,523$1.3M0.1%ETFVery LowBoston, MA2026-10-26
Destiny Capital Corp
8,312$1.3M0.6%ETFVery LowDenver, CO2026-11-03
Traphagen Investment Advisors LLC
7,952$1.2M0.1%ETFLowOradell, NJ2026-10-14
Prentiss Smith & Co Inc
7,901$1.2M0.7%CoreLowBrattleboro, VT2026-10-27
Financial Planning Fort Collins, LLC
7,869$1.2M0.9%ETFVery LowFort Collins, CO2026-10-16
Finley Financial, LLC
7,610$1.2M0.5%ETFVery LowLas Vegas, NV2026-10-28
Midwest Trust Co
7,557$1.2M0.0%CoreLowOverland Park, KS2026-10-22
Willow Creek Wealth Management Inc.
7,538$1.2M0.1%ETFVery LowSebastopol, CA2026-10-26
Coastline Trust Co
7,381$1.1M0.1%GrowthVery LowProvidence, RI2026-10-01
Carret Asset Management, LLC
7,098$1.1M0.1%CoreVery LowNew York, NY2026-11-04
Lido Advisors, LLC
7,065$1.1M0.0%GrowthLowLos Angeles, CA2026-11-04
McClarren Financial Advisors, Inc.
6,944$1.1M0.5%ETFMediumState College, PA2026-10-15
Curbstone Financial Management Corp
6,936$1.1M0.2%CoreLowManchester, NH2026-10-21
Indivisible Partners
6,509$1.0M0.0%GrowthMediumClearwater, FL2026-10-26
Connecticut Wealth Management, LLC
6,219$968.2K0.0%ETFLowFarmington, CT2026-10-13
Brighton Jones LLC
6,193$964.1K0.0%CoreVery LowSeattle, WA2026-11-03
McAdam, LLC
6,072$945.3K0.0%ETFLowPhiladelphia, PA2026-10-21
Jnba Financial Advisors
5,930$923.2K0.1%ETFMediumBloomington, MN2026-11-03
Well Done, LLC
5,905$919.3K0.1%ETFLowHolland, MI2026-10-20
Bank of New Hampshire
5,790$901.4K0.2%CoreLowLaconia, NH2026-10-06
Westside Investment Management, Inc.
5,526$860.4K0.1%GrowthLowSanta Monica, CA2026-11-02
Global Assets Advisory, LLC
5,406$855.3K0.2%GrowthHighOrlando, FL2026-10-28
Mechanics Bank Trust Department
5,400$840.7K0.1%CoreLowWalnut Creek, CA2026-10-13
Capital Investment Counsel, LLC
5,355$833.7K0.1%CoreLowDenver, CO2026-10-14
Walkner Condon Financial Advisors LLC
5,297$824.7K0.1%ETFLowVerona, WI2026-11-02
Hengehold Capital Management LLC
5,230$814.2K0.1%ETFLowCincinnati, OH2026-10-16
Parsons Capital Management Inc
5,157$802.8K0.0%CoreLowProvidence, RI2026-10-28
Modera Wealth Management, LLC
5,147$801.3K0.0%ETFVery LowWestwood, NJ2026-10-28
Riverbend Wealth Management, LLC
5,000$778.4K0.4%GrowthLowMyrtle Beach, SC2026-10-15
Mather Group, Llc.
4,972$774.0K0.0%ETFMediumChicago, IL2026-10-14
Peak Financial Management, Inc.
4,940$769.1K0.2%ETFVery LowWellesley, MA2026-10-16
Silverlake Wealth Management LLC
4,809$748.7K0.1%ETFLowWilliston, VT2026-10-21
TriaGen Wealth Management LLC
4,732$736.6K0.2%CoreMediumCalabasas, CA2026-10-14
CWS Financial Advisors, LLC
4,604$716.8K0.2%ETFVery LowKalamazoo, MI2026-10-16
Vontobel Holding Ltd.
4,570$711.5K0.0%CoreMediumZurich, Switzerland2026-10-16
Allodium Investment Consultants, LLC
4,531$705.3K0.3%ETFVery LowMinneapolis, MN2026-10-14
West Financial Advisors, LLC
4,472$696.2K0.1%ETFLowDes Moines, IA2026-10-22
WealthBridge Capital Management, LLC
4,401$685.1K0.1%ETFLowWesterville, OH2026-10-16
Kraft, Davis & Associates, LLC
4,401$688.8K0.1%ETFMediumSt. Louis, MO2026-10-21
ASL Financial, LLC
4,396$684.4K0.5%ETFVery LowLos Gatos, CA2026-10-15
Facet Wealth, Inc.
4,376$681.3K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Sage Financial Group Inc
4,361$678.9K0.0%ETFVery LowW. Conshohocken, PA2026-10-27
Global View Capital Management LLC
4,351$677.4K0.2%ETFHighWaukesha, WI2026-10-28
Trust Co of Vermont
4,314$671.6K0.0%CoreVery LowBrattleboro, VT2026-10-21
Opulen Financial Group LLC
4,269$664.6K0.4%ETFVery LowArlington, VA2026-10-22
Sharper & Granite LLC
4,210$556.1K0.2%ETFLowEl Segundo, CA2026-11-02
Nautilus Advisors LLC
4,200$653.9K0.4%GrowthLowLa Jolla, CA2026-10-07
Mill Capital Management, LLC
4,150$646.1K0.0%CoreLowConcord, NC2026-10-26
Greenup Street Wealth Management LLC
4,131$643.2K0.1%ETFMediumOverland Park, KS2026-10-28
TruNorth Capital Management, LLC
4,066$632.9K0.1%ETFLowKalamazoo, MI2026-10-14
Progressive Investment Management Corp
4,000$622.7K0.1%GrowthLowLake Oswego, OR2026-10-26
Bradley & Co. Private Wealth Management, LLC
3,984$620.2K0.3%CoreVery LowMiami, FL2026-10-23
Meridian Financial Advisors, LLC
3,975$618.8K0.3%ETFVery LowHolliston, MA2026-10-14
Guardsman Private Capital Management, Inc.
3,915$609.4K0.4%ETFVery LowSarasota, FL2026-10-19
North Star Investment Management Corp.
3,859$600.8K0.0%CoreLowChicago, IL2026-10-27
Harbor Group, Inc.
3,859$600.7K0.1%ETFVery LowBedford, NH2026-10-14
Concurrent Investment Advisors, LLC
3,840$597.8K0.0%GrowthMediumTampa, FL2026-10-16
Heartwood Wealth Advisors LLC
3,830$596.3K0.0%ETFLowRichmond, VA2026-10-05
Weaver Consulting Group
3,682$573.2K0.1%ETFLowHuntington Beach, CA2026-10-07
Portfolio Resources Advisor Group, Inc.
3,675$572.1K0.5%ETFMediumCoral Gables, FL2026-10-20
Asempa Wealth Advisors
3,660$571.5K0.4%ETFLowBaton Rouge, LA2026-10-07
AGF Management LTD
3,600$560.4K0.0%GrowthHighToronto, Australia2026-11-03
Diversified Enterprises, LLC
3,599$560.3K0.0%ETFVery LowWilmington, DE2026-10-19
Vise Technologies, Inc.
3,590$558.9K0.0%IndexLowNew York, NY2026-10-29
Associated Banc-Corp
3,545$551.9K0.0%CoreLowGreen Bay, WI2026-10-30
Mallini Complete Financial Planning LLC
3,412$531.2K0.4%ETFMediumGainesville, FL2026-10-06
Harbor Investment Advisory, LLC
3,301$513.9K0.0%GrowthLowLutherville, MD2026-10-13
Ashton Thomas Private Wealth, LLC
3,294$512.8K0.0%CoreMediumScottsdale, AZ2026-11-03
Sound Stewardship, LLC
3,226$502.3K0.2%ETFVery LowOverland Park, KS2026-10-14
Pinnacle Associates LTD
3,192$496.9K0.0%CoreLowNew York, NY2026-10-20
Pine Haven Investment Counsel, Inc
3,114$484.8K0.3%CoreVery LowFairhaven, MA2026-11-02
Pension & Wealth Management Advisors, Inc.
3,111$484.3K0.1%ETFLowWaltham, MA2026-10-16
Citizens Financial Group Inc
3,030$471.7K0.0%GrowthLowProvidence, RI2026-10-23
TrustBank
2,985$464.7K0.1%ETFVery LowOlney, IL2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
2,895$450.7K0.0%GrowthLowRed Bank, NJ2026-10-23
Fusion Family Wealth, LLC
2,884$449.0K0.0%ETFVery LowWoodbury, NY2026-11-02
Investment Research Partners LLC
2,829$440.4K0.1%CoreLowLemont, PA2026-10-19
BridgePort Financial Solutions, LLC
2,825$439.8K0.1%ETFLowFairfield, IA2026-11-02
Sigma Planning Corp
2,810$437.4K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Financial Planning Hawaii, Inc.
2,803$436.4K0.2%CoreVery LowHonolulu, HI2026-10-13
Avail Investment Partners, LLC
2,787$433.9K0.3%CoreMediumLemont, PA2026-10-16
Wealth Architects, LLC
2,734$425.6K0.0%ETFVery LowMountain View, CA2026-11-03
Penobscot Investment Management Company, Inc.
2,726$424.4K0.0%GrowthLowBoston, MA2026-10-26
Klingman & Associates, LLC
2,719$423.3K0.0%ETFVery LowNew York, NY2026-10-20
Aufman Associates Inc
2,699$420.1K0.2%ETFVery LowSewickley, PA2026-11-04
Olio Financial Planning
2,662$414.4K0.1%ETFVery LowMclean, VA2026-10-22
Financial Insights, Inc.
2,640$411.0K0.1%ETFLowTacoma, WA2026-10-27
SWP Financial LLC
2,592$403.5K0.2%ETFMediumEncinitas, CA2026-10-23
High Probability Advisors, LLC
2,591$403.4K0.0%ETFVery LowPittsford, NY2026-10-19
Corepath Wealth Partners LLC
2,570$407.3K0.3%ETFVery LowScottsdale, AZ2026-10-21
HCR Wealth Advisors
2,550$397.0K0.0%GrowthLowLos Angeles, CA2026-10-15
Guerra PAN Advisors, LLC
2,525$394.6K0.2%GrowthVery LowMontclair, NJ2026-10-26
Villere ST Denis J & Co LLC
2,500$389.2K0.1%ValueVery LowNew Orleans, LA2026-11-04
Catherine Avery Investment Management LLC
2,493$388.1K0.3%CoreMediumLongboat Key, FL2026-10-14
Pittenger & Anderson Inc
2,480$386.1K0.0%CoreLowLincoln, NE2026-11-02
Ferguson Wellman Capital Management, Inc
2,464$383.6K0.0%CoreLowPortland, OR2026-10-05
Allstreet Capital Advisors LLC
2,442$380.2K0.2%ETFVery LowLos Angeles, CA2026-11-04
Ulland Investment Advisors, LLC
2,430$3780.0%GrowthVery LowMinneapolis, MN2026-10-13
Pacific Center for Financial Services
2,414$375.8K0.1%ETFMediumDanville, CA2026-10-15
Acropolis Investment Management, LLC
2,407$374.7K0.0%ETFLowSt. Louis, MO2026-10-08
Kennebec Savings Bank
2,393$372.5K0.3%CoreLowAugusta, ME2026-10-22
Forza Wealth Management, LLC
2,342$364.6K0.1%CoreVery LowSarasota, FL2026-10-20
BAR Harbor Wealth Management
2,337$363.8K0.0%CoreLowConcord, NH2026-10-21
Grove Bank & Trust
2,328$362.4K0.0%ETFLowMiami, FL2026-10-08
Signaturefd, LLC
2,278$354.6K0.0%IndexLowAtlanta, GA2026-10-23
StoneX Group Inc.
2,272$351.1K0.0%ETFMediumNew York, NY2026-11-03
Princeton Global Asset Management LLC
2,242$349.0K0.1%GrowthLowPrinceton, NJ2026-10-21
Richmond Investment Services, LLC
2,194$341.6K0.1%ETFLowMequon, WI2026-10-29
Focus Financial Network, Inc.
2,100$326.9K0.0%ETFLowMinneapolis, MN2026-10-14
KMG Fiduciary Partners, LLC
2,100$326.9K0.0%GrowthLowToledo, OH2026-10-14
Frederick Financial Consultants, LLC
2,074$322.9K0.1%ETFVery LowFrederick, MD2026-10-29
LVZ, Inc.
2,068$321.9K0.0%ETFLowHolland, MI2026-10-20
Magnus Financial Group LLC
2,035$316.8K0.0%ETFLowNew York, NY2026-10-21
Pathway Financial Advisors LLC
2,031$316.2K0.0%ETFLowSouth Burlington, VT2026-10-07
Dynamic Advisor Solutions LLC
2,022$314.8K0.0%ETFLowPhoenix, AZ2026-10-13
ETF Portfolio Partners, Inc.
2,012$313.2K0.1%ETFVery LowLeawood, KS2026-10-22
Traveka Wealth, LLC
2,000$311.4K0.1%ETFLowLos Altos, CA2026-10-19
WJ Wealth Management, LLC
2,000$311.4K0.1%ETFMediumGlendale, AZ2026-11-03
Capital Advisors Wealth Management, LLC
1,999$311.2K0.0%ETFLowYakima, WA2026-10-09
Birchbrook, Inc.
1,984$308.9K0.1%ETFLowBangor, ME2026-10-14
Stanich Group LLC
1,976$307.7K0.1%ETFVery LowMontauk, NY2026-10-16
Hoxton Planning & Management, LLC
1,975$307.4K0.1%ETFLowShepherdstown, WV2026-10-15
Private Wealth Management Group, LLC
1,967$306.2K0.1%ETFLowPrinceton, NJ2026-10-19
Perigon Wealth Management, LLC
1,957$304.7K0.0%GrowthLowSan Francisco, CA2026-10-22
JFS Wealth Advisors, LLC
1,916$298.3K0.0%ETFVery LowHermitage, PA2026-11-03
May Hill Capital, LLC
1,913$297.8K0.1%ETFLowCohasset, MA2026-11-03
VestGen Advisors, LLC
1,892$294.6K0.0%GrowthMediumChicago, IL2026-10-27
Flagship Harbor Advisors, LLC
1,886$293.7K0.0%ETFMediumBoston, MA2026-10-26
AlphaCore Capital LLC
1,855$288.8K0.0%ETFLowLa Jolla, CA2026-11-04
Laurel OAK Wealth Management, LLC
1,743$271.4K0.0%GrowthLowMarlton, NJ2026-10-19
Advisor OS, LLC
1,739$270.8K0.0%ETFMediumChicago, IL2026-11-03
Harfst & Associates, Inc.
1,711$266.4K0.0%GARPLowSheridan, WY2026-10-20
Eagle Strategies LLC
1,705$265.4K0.0%ETFLowNew York, NY2026-10-16
Parkshore Wealth Management, Inc.
1,688$262.8K0.1%ETFLowGranite Bay, CA2026-10-13
Goldstein Advisors, LLC
1,675$260.7K0.0%ETFMediumMadison, WI2026-10-15
LexAurum Advisors, LLC
1,655$257.7K0.0%ETFLowOverland Park, KS2026-10-19
Davenport & Co LLC
1,634$254.4K0.0%CoreMediumRichmond, VA2026-10-14
McKinley Carter Wealth Services, Inc.
1,575$245.2K0.0%ETFMediumWheeling, WV2026-10-16
Harbour Trust & Investment Management Co
1,574$245.0K0.0%GrowthLowMichigan City, IN2026-10-28
Harbor Asset Planning, Inc.
1,567$244.0K0.2%ETFVery LowBelmont, MA2026-10-23
Montis Financial, LLC
1,551$241.4K0.0%ETFLowWaltham, MA2026-11-04
Bath Savings Trust Co
1,500$233.5K0.0%CoreLowBath, ME2026-10-07
Sulzberger Capital Advisors, Inc.
1,500$233.5K0.2%GrowthLowMiami, FL2026-10-20
Portland Financial Advisors Inc
1,495$232.7K0.4%ETFVery LowPort Washington, NY2026-10-26
SBI Securities Co., Ltd.
1,469$228.7K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Vericrest Private Wealth
1,447$225.3K0.2%ETFLowNewtown, PA2026-10-21
Diversify Wealth Management, LLC
1,439$226.7K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
1,439$226.7K0.0%GrowthLowSandy, UT2026-10-20
PFG Advisors
1,420$221.1K0.0%ETFMediumPhoenix, AZ2026-10-16
Ddfg, Inc
1,405$218.7K0.0%ETFLowThousand Oaks, CA2026-10-15
White Lighthouse Investment Management Inc.
1,379$214.7K0.0%ETFVery LowBedford, MA2026-10-21
First Affirmative Financial Network
1,378$214.5K0.0%CoreN/AColorado Springs, CO2026-10-21
Strategic Wealth Investment Group, LLC
1,374$213.9K0.0%GrowthLowLouisville, KY2026-10-29
Boothe Investment Group, Inc.
1,347$209.7K0.1%YieldLowDover, DE2026-10-22
LFA - Lugano Financial Advisors SA
1,343$209.1K0.1%ETFLowLugano, Switzerland2026-11-03
Prime Capital Investment Advisors, LLC
1,310$203.9K0.0%ETFLowOverland Park, KS2026-10-20
Spire Wealth Management
1,310$203.9K0.0%GrowthMediumMclean, VA2026-10-30
Boston Trust Walden Corp
1,297$201.9K0.0%CoreLowBoston, MA2026-10-30
Flagship Wealth Advisors, LLC
1,177$183.2K0.0%ETFLowWakefield, MA2026-11-03
Golden State Wealth Management, LLC
1,105$172.0K0.0%ETFMediumSanta Ana, CA2026-11-02
Foster Dykema Cabot & Partners, LLC
1,000$155.7K0.0%GrowthLowWaltham, MA2026-10-30
Arcadia Investment Advisors LLC
981$152.7K0.1%ETFLowEagle, ID2026-10-13
Gamma Investing LLC
954$148.5K0.0%IndexVery LowFoster City, CA2026-10-08
Caldwell Trust Co
800$124.5K0.0%GrowthLowVenice, FL2026-10-30
Capital Investment Advisory Services, LLC
780$121.5K0.0%CoreMediumRaleigh, NC2026-10-30
Investors Research Corp
646$100.6K0.0%ETFLowAtlanta, GA2026-10-07
Assetmark, Inc
617$96.1K0.0%ETFLowConcord, CA2026-10-21
Valley National Advisers Inc
564$87.8K0.0%ETFLowBethlehem, PA2026-10-23
Adirondack Trust Co
549$85.5K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Cranbrook Wealth Management, LLC
542$84.4K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
Clean Yield Group
539$83.9K0.0%CoreLowNorwich, VT2026-10-28
Rossmore Private Capital
509$79.2K0.0%CoreLowGlastonbury, CT2026-10-27
Parallel Advisors, LLC
500$77.8K0.0%IndexLowSan Francisco, CA2026-11-03
CoreCap Advisors, LLC
478$74.4K0.0%ETFMediumSouthfield, MI2026-10-08
Bell Investment Advisors, Inc
468$72.9K0.0%ETFVery LowOrinda, CA2026-10-29
Private Trust Co NA
457$71.1K0.0%CoreLowCleveland, OH2026-10-20
Buck Wealth Strategies, LLC
410$63.8K0.0%ValueMediumDenver, CO2026-10-28
Root Financial Partners, LLC
399$62.1K0.0%ETFMediumEncinitas, CA2026-10-21
Dhjj Financial Advisors, Ltd.
390$60.7K0.0%ETFVery LowNaperville, IL2026-10-23
Blue Trust, Inc.
387$60.2K0.0%ETFLowBrentwood, TN2026-10-15
Valley Wealth Managers, Inc.
350$54.5K0.0%GARPMediumParamus, NJ2026-10-09
Washington Trust Advisors, Inc.
250$38.9K0.0%GrowthLowWellesley, MA2026-10-22
Provenance Wealth Advisors, LLC
247$38.5K0.0%ETFLowFort Lauderdale, FL2026-10-30
CX Institutional
233$360.0%CoreMediumAuburn, IN2026-10-02
Wealth Enhancement Trust Services, Inc.
190$29.6K0.0%GrowthMediumSioux Falls, SD2026-10-07
Morling Financial Advisors, LLC
183$28.5K0.0%ETFLowFremont, CA2026-10-28
Next Level Wealth Planning, LLC
173$26.9K0.0%ETFVery LowMeridian, ID2026-10-29
Triumph Capital Management
166$25.8K0.0%ETFMediumDenver, CO2026-10-14
Financial Network Wealth Advisors LLC
163$25.4K0.0%ETFLowMurray, UT2026-10-28
Elevation Wealth Partners, LLC
150$23.4K0.0%ETFLowWalnut Creek, CA2026-10-07
Armor Investment Advisors, LLC
147$22.9K0.0%ETFLowRaleigh, NC2026-10-27
Chilton Capital Management LLC
145$22.6K0.0%GrowthMediumHouston, TX2026-10-28
Financial Perspectives, Inc
143$22.3K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Hughes Financial Services, LLC
129$20.4K0.0%ETFLowHerndon, VA2026-10-30
American Capital Advisory, LLC
112$17.4K0.0%ETFLowKetchum, ID2026-10-28
Angeles Wealth Management, LLC
73$11.3K0.0%ETFLowSanta Monica, CA2026-10-26
Lanark Financial, Inc.
61$9.5K0.0%CoreMediumBirmingham, AL2026-10-26
Downshift Financial, LLC
60$9.3K0.0%ETFLowBoulder, CO2026-10-13
Kroeger Financial Partners
51$7.9K0.0%ETFN/AGrass Valley, CA2026-10-19
EverSource Wealth Advisors, LLC
38$5.9K0.0%CoreMediumBirmingham, AL2026-11-04
Lodestone Wealth Management LLC
33$5.1K0.0%CoreLowSpokane, WA2026-10-14
Moisand Fitzgerald Tamayo, LLC
25$3.9K0.0%ETFVery LowOrlando, FL2026-10-15
PayPay Securities Corp
24$3.7K0.1%CoreMediumTokyo, Mexico2026-10-27
Abound Wealth Management
13$2.0K0.0%ETFVery LowFranklin, TN2026-10-26
Allspring Global Investments Holdings, LLC
0$500.0%CoreMediumCharlotte, NC2026-11-04