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Ishares Msci Eafe Value ETF (EFV)

CUSIP: 464288877 | NYSE | 2433 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AFMR LLC17,778,4024.6%+353,752Sep 30, 202692d ahead of 13F (17,424,650 sh) · +353,752
13G/AFMR LLC17,778,402
4.6% of class · Sep 30, 2026+353,752
92d ahead of 13F (17,424,650 sh) · +353,752

Institutional Holders — Q3 2026

Park Avenue Securities LLC3,415,148
0.0% of portfolio›$270.3K
Auto-Owners Insurance Co2,973,500
7.4% of portfolio›$235.3M
Signature Estate & Investment Advisors LLC2,807,690
3.9% of portfolio›$222.2M
Hamilton Capital, LLC2,380,631
10.6% of portfolio›$188.4M
OpenArc Corporate Advisory, LLC2,284,127
2.0% of portfolio›$180.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,260,904
2.4% of portfolio›$178.9M
Sagespring Wealth Partners, LLC2,189,293
2.6% of portfolio›$173.3M
Truist Financial Corp1,323,259
0.1% of portfolio›$104.7M
Modera Wealth Management, LLC1,224,902
1.0% of portfolio›$96.9M
Commonwealth Equity Services, LLC1,056,872
0.1% of portfolio›$83.6M
Aspiriant, LLC1,045,588
2.0% of portfolio›$82.7M
Financial Synergies Wealth Advisors, Inc.883,585
5.7% of portfolio›$69.9M
AlphaCore Capital LLC791,816
1.0% of portfolio›$62.7M
Sofi Wealth, LLC718,442
2.2% of portfolio›$56.9M
JB Capital LLC665,024
1.8% of portfolio›$52.6M
Kestra Advisory Services, LLC632,924
0.1% of portfolio›$50.1M
Allspring Global Investments Holdings, LLC621,580
0.1% of portfolio›$48.4M
Waller Financial Planning Group, Inc549,236
8.8% of portfolio›$43.5M
Wealth Enhancement Advisory Services, LLC484,194
0.1% of portfolio›$37.8M
Cambridge Investment Research Advisors, Inc.476,402
0.0% of portfolio›$37.7K
Angeles Investment Advisors, LLC454,025
2.2% of portfolio›$35.9M
Concurrent Investment Advisors, LLC437,513
0.2% of portfolio›$34.6M
Bokf, NA408,378
0.5% of portfolio›$32.3M
TD Private Client Wealth LLC402,770
0.6% of portfolio›$31.9M
Townsend & Associates, Inc396,298
2.6% of portfolio›$31.4M
Affinity Capital Advisors, LLC391,961
3.6% of portfolio›$30.6M
Lido Advisors, LLC364,286
0.1% of portfolio›$28.8M
Integrity Alliance, Llc.331,992
0.8% of portfolio›$26.3M
Shakespeare Wealth Management, LLC330,277
5.1% of portfolio›$26.1M
Farther Finance Advisors, LLC329,452
0.2% of portfolio›$26.1M
Plancorp, LLC322,074
0.6% of portfolio›$25.5M
Kestra Private Wealth Services, LLC311,734
0.3% of portfolio›$24.7M
Atria Investments, Inc305,239
0.2% of portfolio›$24.2M
Ball & Co Wealth Management Inc.292,997
15.8% of portfolio›$23.2M
Vise Technologies, Inc.286,495
0.2% of portfolio›$22.7M
Verdence Capital Advisors LLC281,389
0.9% of portfolio›$22.3M
Integrated Capital Management, Inc.278,334
15.8% of portfolio›$22.0M
Perigon Wealth Management, LLC273,999
0.3% of portfolio›$21.7M
TD Waterhouse Canada Inc.273,638
0.1% of portfolio›$21.3M
Citigroup Inc268,718
0.0% of portfolio›$21.3M
Wakefield Asset Management Lllp259,362
4.7% of portfolio›$20.5M
Associated Banc-Corp256,310
0.5% of portfolio›$20.3M
Hemming& Wealth Management, Inc.254,458
11.9% of portfolio›$20.1M
Robertson Stephens Wealth Management, LLC245,337
0.5% of portfolio›$19.4M
Strategic Blueprint, LLC242,077
0.9% of portfolio›$19.2M
Kingdom Financial Group Llc.236,224
4.7% of portfolio›$18.7M
Creative Planning234,752
0.0% of portfolio›$18.6M
Financial Life Advisors232,991
5.2% of portfolio›$18.4M
Greenleaf Trust231,349
0.2% of portfolio›$18.3M
MGO One Seven LLC226,919
0.3% of portfolio›$18.0M
Accredited Investors Inc.223,779
0.8% of portfolio›$17.7M
Assetmark, Inc205,833
0.0% of portfolio›$16.3M
Pinnacle Wealth Planning Services, Inc.196,756
1.5% of portfolio›$15.6M
Unique Wealth, LLC194,298
1.8% of portfolio›$15.4M
Integrated Capital Management, LLC191,822
5.5% of portfolio›$15.2M
Ashton Thomas Private Wealth, LLC188,286
0.3% of portfolio›$14.9M
Watershed Private Wealth LLC181,689
3.9% of portfolio›$14.4M
Stone House Investment Management, LLC180,158
1.9% of portfolio›$14.3M
SAX Wealth Advisors, LLC177,992
0.4% of portfolio›$14.1M
LifeWealth Investments, LLC177,010
3.9% of portfolio›$14.0M
Valence8 US LP166,318
4.7% of portfolio›$13.2M
Client 1ST Advisory Group, LLC162,561
3.3% of portfolio›$12.9M
BIP Wealth, LLC161,499
0.3% of portfolio›$12.8M
Shum Financial Group, Inc.159,336
7.2% of portfolio›$12.6M
Cardinal Strategic Wealth Guidance157,695
2.8% of portfolio›$12.5M
RTD Financial Advisors, Inc.156,174
1.4% of portfolio›$12.4M
Sharkey, Howes & Javer155,131
1.5% of portfolio›$12.3M
Farmers & Merchants Trust Co of Chambersburg PA153,731
0.0% of portfolio›$12.2K
Elevated Financial Group LLC153,567
3.4% of portfolio›$12.2M
Simplicity Wealth,LLC151,304
0.3% of portfolio›$12.0M
Central Pacific Bank - Trust Division150,427
1.3% of portfolio›$11.9M
Quadrant Private Wealth Management, LLC148,502
1.6% of portfolio›$11.8M
Centerline Wealth Advisors, LLC147,867
3.6% of portfolio›$11.7M
Howard Bailey Securities, LLC144,921
4.4% of portfolio›$11.5M
Forthright Family Wealth Advisory LLC142,855
6.4% of portfolio›$11.3M
Prospera Financial Services Inc138,449
0.1% of portfolio›$11.0M
Diversify Wealth Management, LLC138,204
0.2% of portfolio›$10.9M
Diversify Advisory Services, LLC138,204
0.2% of portfolio›$10.9M
Wealthcare Advisory Partners LLC131,359
0.2% of portfolio›$10.4M
Choreo, LLC127,965
0.1% of portfolio›$10.1M
MLG Wealth Management DBA Pine Grove Financial Group124,950
1.0% of portfolio›$9.9M
Courier Capital LLC124,234
0.5% of portfolio›$9.8M
Trek Financial, LLC120,490
0.4% of portfolio›$9.5M
SteelPeak Wealth, LLC117,134
0.2% of portfolio›$9.3M
North Star Investment Management Corp.114,613
0.5% of portfolio›$9.1M
Apella Capital, LLC113,348
0.1% of portfolio›$8.8M
Able Wealth Management LLC112,687
1.9% of portfolio›$8.9M
Capital Advantage, Inc.111,747
1.1% of portfolio›$8.8M
Spire Wealth Management110,574
0.3% of portfolio›$8.8M
Kathmere Capital Management, LLC103,172
0.4% of portfolio›$8.2M
Seneca Financial Advisors LLC101,163
2.1% of portfolio›$8.0M
Key Capital Management, Inc100,118
2.9% of portfolio›$7.9M
Montecito Bank & Trust96,467
1.2% of portfolio›$7.6M
Phillip James Consulting Co.96,031
5.1% of portfolio›$7.6M
Montgomery Financial Services LLC95,884
6.3% of portfolio›$7.6M
Noble Family Wealth, LLC95,878
1.4% of portfolio›$7.6M
Avantax Planning Partners, Inc.95,625
0.2% of portfolio›$7.6M
Sumitomo Mitsui Trust Group, Inc.92,408
0.0% of portfolio›$7.3M
Stage Harbor Financial, LLC91,918
4.1% of portfolio›$7.3M
Sovran Advisors, LLC91,886
0.5% of portfolio›$7.3M
Creative Financial Designs Inc91,553
0.3% of portfolio›$7.2M
Maia Wealth LLC91,461
1.0% of portfolio›$7.2M
Swmg, LLC89,933
1.6% of portfolio›$7.1M
CoreCap Advisors, LLC88,680
0.2% of portfolio›$7.0M
Ocean Park Asset Management, LLC87,927
0.4% of portfolio›$7.0M
Kelly Financial Services LLC86,874
1.5% of portfolio›$6.9M
Cypress Wealth Services, LLC85,785
0.8% of portfolio›$6.8M
Brookstone Capital Management85,587
0.1% of portfolio›$6.8M
Advus Financial Partners, LLC85,153
1.9% of portfolio›$6.7M
Sterling Capital Management LLC84,619
0.1% of portfolio›$6.7M
Apollon Wealth Management, LLC83,783
0.1% of portfolio›$6.6M
Parkside Financial Bank & Trust83,011
0.4% of portfolio›$6.6M
Midwest Capital Advisors, LLC80,606
2.3% of portfolio›$6.4M
Lineweaver Wealth Advisors, LLC78,439
0.7% of portfolio›$6.2M
Outlook Wealth Advisors, LLC78,116
1.3% of portfolio›$6.2M
United Asset Strategies, Inc.77,641
0.4% of portfolio›$6.1M
Fifth Third Wealth Advisors LLC76,867
0.2% of portfolio›$6.1M
Golden State Wealth Management, LLC76,787
0.6% of portfolio›$6.1M
Robinswood Financial LLC75,369
1.8% of portfolio›$5.9M
Rockland Trust Co73,988
0.2% of portfolio›$5.9M
Key FInancial Inc73,434
0.9% of portfolio›$5.8M
Elevate Wealth Advisory, Inc72,457
3.0% of portfolio›$5.7M
Riverwater Partners LLC72,288
1.6% of portfolio›$5.7M
Maryland Capital Advisors Inc.71,801
1.8% of portfolio›$5.7M
Corepath Wealth Partners LLC70,356
3.8% of portfolio›$5.5M
Blue Trust, Inc.70,056
0.1% of portfolio›$5.5M
West Wealth Group, LLC69,548
0.9% of portfolio›$5.5M
Symmetry Partners, LLC69,366
0.3% of portfolio›$5.5M
CFS Investment Advisory Services, LLC67,200
0.3% of portfolio›$5.3M
LiftPoint Family Wealth Advisors LLC66,984
3.6% of portfolio›$5.3M
Wealth Architects, LLC66,551
0.4% of portfolio›$5.3M
180 Wealth Advisors, LLC65,760
0.5% of portfolio›$5.2M
Rose Capital Advisors LLC64,774
1.2% of portfolio›$5.1M
Harbor Group, Inc.64,118
0.6% of portfolio›$5.1M
Elevation Point Wealth Partners, LLC63,563
0.1% of portfolio›$5.0M
Telos Capital Management, Inc.62,620
0.4% of portfolio›$5.0M
Larson Financial Group LLC62,599
0.1% of portfolio›$5.0M
Cranbrook Wealth Management, LLC62,441
0.9% of portfolio›$4.9M
Northwest Wealth Management, LLC62,046
0.6% of portfolio›$4.9M
Integrity Advisory Solutions, LLC61,808
0.5% of portfolio›$4.9M
Independent Financial Group, LLC60,456
0.1% of portfolio›$4.8M
Market Street Wealth Management Advisors LLC59,940
0.7% of portfolio›$4.7M
Ascentis Independent Advisors59,590
0.3% of portfolio›$4.7M
MMA Asset Management LLC59,473
1.5% of portfolio›$4.7M
Narus Financial Partners, LLC59,454
1.2% of portfolio›$4.7M
TSA Wealth Managment LLC59,194
1.3% of portfolio›$4.7M
D.A. Davidson & Co.59,059
0.0% of portfolio›$4.7M
Lantz Financial LLC58,756
0.8% of portfolio›$4.6M
Bay Harbor Wealth Management, LLC57,560
1.0% of portfolio›$4.6M
Collective Family Office LLC56,937
0.9% of portfolio›$4.5M
Polaris Investment Advisors, LLC56,887
2.9% of portfolio›$4.5M
Lanark Financial, Inc.56,722
0.3% of portfolio›$4.5M
McNaughton Wealth Management, LLC56,605
1.6% of portfolio›$4.5M
Apeiron RIA LLC56,354
1.0% of portfolio›$4.4M
Evolution Wealth Management Inc.56,077
2.6% of portfolio›$4.4M
Retirement Wealth Solutions LLC55,643
2.3% of portfolio›$4.4M
ShoreHaven Wealth Partners, LLC55,556
1.3% of portfolio›$4.4M
Cyndeo Wealth Partners, LLC54,402
0.2% of portfolio›$4.3M
ADE, LLC53,457
1.7% of portfolio›$4.2M
Horst & Graben Wealth Management LLC52,601
0.5% of portfolio›$4.2M
Principal Financial Group Inc51,972
0.0% of portfolio›$4.1M
Sage Financial Group Inc51,028
0.2% of portfolio›$4.0M
Csenge Advisory Group50,512
0.2% of portfolio›$4.0M
VestGen Advisors, LLC50,221
0.1% of portfolio›$4.0M
Gilliland Jeter Wealth Management LLC49,431
1.0% of portfolio›$3.9M
Fire Capital Management LLC48,600
1.0% of portfolio›$3.8M
Beam Wealth Advisors, Inc.48,063
0.8% of portfolio›$3.8M
Ascent Group, LLC47,661
0.1% of portfolio›$3.8M
Foundation Wealth Management, LLC47,374
2.0% of portfolio›$3.7M
AMG National Trust Bank46,475
0.1% of portfolio›$3.7M
Droms Strauss Advisors Inc46,212
0.8% of portfolio›$3.7M
Salus Financial Advisors, LLC45,652
1.7% of portfolio›$3.6M
Dynamic Wealth Strategies, LLC45,292
1.9% of portfolio›$3.6M
Advisory Solutions Group, LLC43,980
0.7% of portfolio›$3.5M
Patten Group, Inc.43,813
0.5% of portfolio›$3.5M
BridgePort Financial Solutions, LLC42,942
0.8% of portfolio›$3.4M
SigFig Wealth Management, LLC42,505
0.1% of portfolio›$3.4M
Sterling Wealth Management, Inc.41,180
0.8% of portfolio›$3.3M
W Advisors, LLC40,984
1.4% of portfolio›$3.2M
Ifrah Financial Services, Inc.40,820
0.8% of portfolio›$3.2M
Bouvel Investment Partners, LLC40,729
0.7% of portfolio›$3.2M
Cornerstone Planning Group LLC39,994
0.4% of portfolio›$3.1M
Clear Creek Financial Management, LLC39,675
0.2% of portfolio›$3.1M
Koshinski Asset Management, Inc.39,549
0.2% of portfolio›$3.1M
One Wealth Capital Management, LLC39,346
1.2% of portfolio›$3.1M
IFP Advisors, Inc38,988
0.1% of portfolio›$3.1M
Forte Asset Management LLC38,279
1.2% of portfolio›$3.0M
Firethorn Wealth Partners, LLC37,859
1.0% of portfolio›$3.0M
Revolve Wealth Partners, LLC35,957
0.3% of portfolio›$2.8M
Columbus Macro, LLC35,193
0.3% of portfolio›$2.8M
EverSource Wealth Advisors, LLC34,902
0.1% of portfolio›$2.8M
Omni 360 Wealth, Inc.34,648
1.2% of portfolio›$2.7M
Centurion Wealth Management LLC34,382
0.7% of portfolio›$2.7M
Braun-Bostich & Associates Inc.33,587
1.5% of portfolio›$2.7M
Ashton Thomas Securities, LLC33,537
0.3% of portfolio›$2.7M
Summit Financial Strategies, Inc.32,894
0.2% of portfolio›$2.6M
Focus Financial Network, Inc.32,625
0.1% of portfolio›$2.6M
HB Wealth Management, LLC32,006
0.0% of portfolio›$2.5M
Zenith Solutions, Inc.30,926
2.2% of portfolio›$2.4M
CogentBlue Wealth Advisors, LLC30,912
2.3% of portfolio›$2.4M
Etesian Wealth Advisors, Inc.30,566
0.7% of portfolio›$2.4M
Clayton Financial Group LLC30,112
1.3% of portfolio›$2.4M
Breakwater Capital Group29,905
0.3% of portfolio›$2.4M
Smart Wealth LLC29,857
0.5% of portfolio›$2.4M
Neumann Capital Management, LLC29,785
0.6% of portfolio›$2.4M
Petersen Hastings Wealth Advisors Inc.29,729
0.2% of portfolio›$2.4M
B. Riley Wealth Advisors, Inc.29,729
0.1% of portfolio›$2.4M
SWP Financial LLC29,580
1.1% of portfolio›$2.3M
Asempa Wealth Advisors29,401
1.7% of portfolio›$2.3M
Absolute Capital Management, LLC29,351
0.5% of portfolio›$2.3M
Oppenheimer & Co Inc29,301
0.0% of portfolio›$2.3M
Triad Wealth Partners, LLC28,891
0.1% of portfolio›$2.3M
Virtus Family Office LLC28,840
1.7% of portfolio›$2.3M
American State Bank (Iowa)28,645
0.9% of portfolio›$2.3M
Gen-Wealth Partners Inc28,411
0.6% of portfolio›$2.2M
Portside Wealth Group, LLC28,109
0.2% of portfolio›$2.2M
American Financial & TAX Strategies Inc27,930
1.0% of portfolio›$2.2M
Riverbend Wealth Management, LLC26,917
1.0% of portfolio›$2.1M
BlueSky Wealth Advisors, LLC26,649
0.2% of portfolio›$2.1M
Y-Intercept (Hong Kong) Ltd26,599
0.0% of portfolio›$2.1M
Archer Investment Management, LLC26,355
0.7% of portfolio›$2.1M
Ridgeline Wealth, LLC26,224
1.2% of portfolio›$2.1M
PUREfi Wealth, LLC26,079
1.0% of portfolio›$2.1M
Ehrlich Financial Group25,990
1.1% of portfolio›$2.1M
Factor Wealth Management LTD25,960
0.3% of portfolio›$2.1M
RFG Advisory, LLC25,911
0.0% of portfolio›$2.1M
McAdam, LLC25,638
0.1% of portfolio›$2.0M
Hoxton Planning & Management, LLC25,377
0.5% of portfolio›$2.0M
Layline Advisors, LLC24,516
1.8% of portfolio›$1.9M
Weil Company, Inc.24,456
0.3% of portfolio›$1.9M
Wedbush Securities Inc24,441
0.0% of portfolio›$1.9K
First Horizon Corp24,403
0.1% of portfolio›$1.9M
Interchange Capital Partners, LLC24,289
0.3% of portfolio›$1.9M
Rockingstone Advisors LLC24,175
0.8% of portfolio›$1.9M
Quartz Partners, LLC23,748
0.6% of portfolio›$1.9M
Davenport & Co LLC23,701
0.0% of portfolio›$1.9M
Wingate Wealth Advisors, Inc.23,562
0.8% of portfolio›$1.9M
Hidden Cove Wealth Management, LLC23,329
1.0% of portfolio›$1.8M
Gibbs Wealth Management23,163
0.2% of portfolio›$1.8M
Rossby Financial, LCC23,145
0.3% of portfolio›$1.8M
Mainstream Capital Management LLC23,023
1.1% of portfolio›$1.8M
Portfolio Resources Advisor Group, Inc.22,940
1.5% of portfolio›$1.8M
GGM Financial LLC22,700
0.6% of portfolio›$1.8M
Commonwealth Retirement Investments LLC22,654
0.5% of portfolio›$1.8M
Sowell Financial Services LLC22,262
0.1% of portfolio›$1.8M
Stegner Investment Associates Inc.22,031
0.8% of portfolio›$1.7M
Nicholas Hoffman & Company, Llc.21,937
0.0% of portfolio›$1.7M
LexAurum Advisors, LLC21,769
0.2% of portfolio›$1.7M
Discipline Wealth Solutions, LLC21,381
0.1% of portfolio›$1.7M
Vaquero Private Wealth, LTD21,293
0.4% of portfolio›$1.7M
Essential Investment Partners LLC21,282
1.1% of portfolio›$1.7M
M Holdings Securities, Inc.21,260
0.7% of portfolio›$1.7M
Independence Bank of Kentucky21,183
0.2% of portfolio›$1.7M
One Advisory Partners, LLC21,078
0.5% of portfolio›$1.7M
Avidian Wealth Enterprises, LLC20,763
0.0% of portfolio›$1.6M
FWG Investments, Llc.20,454
0.8% of portfolio›$1.6M
Sigma Planning Corp20,419
0.0% of portfolio›$1.6M
Verus Capital Partners, LLC20,380
0.1% of portfolio›$1.6M
Aprio Wealth Management, LLC20,101
0.1% of portfolio›$1.6M
Walleye Partners, LLC19,854
1.8% of portfolio›$1.6M
PFG Advisors19,834
0.1% of portfolio›$1.6M
Innova Wealth Partners19,709
0.6% of portfolio›$1.6M
Wilkerson Advisory Group LLC19,576
0.5% of portfolio›$1.5M
McMill Wealth Management19,473
0.4% of portfolio›$1.5M
Balefire, LLC19,454
0.2% of portfolio›$1.5M
Foundation Wealth Management, Llc\pa19,439
0.5% of portfolio›$1.5M
First Citizens Financial Corp19,107
0.6% of portfolio›$1.5M
Quadcap Wealth Management, LLC18,954
0.1% of portfolio›$1.5M
Mycio Wealth Partners, LLC18,925
0.3% of portfolio›$1.5M
Asset One Wealth Management LLC18,834
0.1% of portfolio›$1.5M
BCU Wealth Advisors, LLC18,621
0.5% of portfolio›$1.5M
Powerhouse Assets LLC18,512
1.2% of portfolio›$1.5M
JDH Wealth Management, LLC18,424
0.9% of portfolio›$1.5M
Westside Investment Management, Inc.18,280
0.2% of portfolio›$1.4M
Quest 10 Wealth Builders, Inc.18,147
1.1% of portfolio›$1.4M
Private Trust Co NA18,068
0.1% of portfolio›$1.4M
Kassira Wealth Management LLC18,014
1.1% of portfolio›$1.4M
Mosley Wealth Management17,934
0.4% of portfolio›$1.4M
Unique Wealth Strategies, LLC17,885
0.5% of portfolio›$1.4M
Parallel Advisors, LLC17,864
0.0% of portfolio›$1.4M
Sagace Wealth Management LLC17,760
0.9% of portfolio›$1.4M
Flagship Harbor Advisors, LLC17,677
0.1% of portfolio›$1.4M
Founders Financial Securities LLC17,635
0.1% of portfolio›$1.4M
Sound Financial Strategies Group, LLC17,624
0.9% of portfolio›$1.4M
Citizens Financial Group Inc17,310
0.0% of portfolio›$1.4M
SeedSafe Financial LLC16,958
1.0% of portfolio›$1.3M
ASL Financial, LLC16,861
0.9% of portfolio›$1.3M
Legacy Advisory Services, LLC16,554
0.9% of portfolio›$1.3M
Evanson Financial, LLC16,410
0.1% of portfolio›$1.3M
Keybank National Association16,400
0.0% of portfolio›$1.3M
Financial Perspectives, Inc16,325
0.3% of portfolio›$1.3M
Claro Advisors Inc.16,314
0.1% of portfolio›$1.3M
Alterna Wealth Management, Inc16,050
0.7% of portfolio›$1.3M
Fermata Advisors, LLC16,040
0.2% of portfolio›$1.3M
Signal Advisors Wealth, LLC15,928
0.1% of portfolio›$1.3M
Unify Financial Advisors15,827
1.1% of portfolio›$1.3M
Global Wealth Management Investment Advisory, Inc.15,799
0.2% of portfolio›$1.3M
Fonville Wealth Management LLC15,533
0.2% of portfolio›$1.2M
Luts & Greenleigh Group, Inc.15,527
0.9% of portfolio›$1.2M
Blue Zone Wealth Advisors, LLC15,511
0.2% of portfolio›$1.2M
Net Worth Advisory Group15,443
0.3% of portfolio›$1.2M
Old National Bancorp15,413
0.0% of portfolio›$1.2M
MacKenzie Financial Corp15,316
0.0% of portfolio›$1.2M
Mesirow Financial Investment Management, Inc.15,209
0.0% of portfolio›$1.2M
Caliber Wealth Management, LLC / KS15,184
0.1% of portfolio›$1.2M
Evergreen Capital Management LLC15,096
0.0% of portfolio›$1.2M
Fairvoy Private Wealth, LLC15,013
0.2% of portfolio›$1.2M
Hardin Capital Partners, LLC14,741
0.6% of portfolio›$1.2M
Loring Wolcott & Coolidge Fiduciary Advisors LLP14,734
0.0% of portfolio›$1.2M
Patriot Financial Group Insurance Agency, LLC14,664
0.1% of portfolio›$1.2M
Atlantic Edge Private Wealth Management, LLC14,655
0.2% of portfolio›$1.2M
Northland Securities, Inc.14,512
0.7% of portfolio›$1.1M
First Heartland Consultants, Inc.14,507
0.1% of portfolio›$1.1M
J. Derek Lewis & Associates Inc.14,499
0.2% of portfolio›$1.1M
Hazlett, Burt & Watson, Inc.14,333
0.5% of portfolio›$905.2K
Fiduciary Advisors, Inc.14,285
0.8% of portfolio›$1.1M
Ascentis Wealth Management, LLC14,239
0.2% of portfolio›$1.1M
Latitude Advisors, LLC13,869
0.3% of portfolio›$1.1M
Horizon Wealth Management, LLC13,751
0.1% of portfolio›$1.1M
ARK & TLK Investments, LLC13,673
0.3% of portfolio›$1.1M
Keeler Thomas Management LLC13,629
0.4% of portfolio›$1.1M
Two West Capital Advisors LLC13,546
0.5% of portfolio›$1.1M
InvesTrust13,366
0.4% of portfolio›$1.1M
NWF Advisory Services Inc.13,320
0.1% of portfolio›$1.1M
Valeo Financial Advisors, LLC13,315
0.0% of portfolio›$1.1M
Mission Wealth Management, LP13,116
0.0% of portfolio›$1.0M
J.M. Arbour, LLC13,079
0.8% of portfolio›$1.0M
Asset Dedication, LLC13,069
0.1% of portfolio›$1.0M
O'Connor Financial Group LLC13,010
0.4% of portfolio›$1.0M
WealthPlan Investment Management, LLC12,960
0.0% of portfolio›$1.0M
Capital Investment Advisory Services, LLC12,818
0.1% of portfolio›$1.0M
Financial Management Professionals, Inc.12,744
0.1% of portfolio›$1.0M
Silverlake Wealth Management LLC12,592
0.2% of portfolio›$996.6K
Stackstone Wealth, LLC12,591
0.1% of portfolio›$996.5K
Washington Trust Co12,582
0.0% of portfolio›$995.7K
Opinicus Capital, Inc.12,311
0.5% of portfolio›$974.3K
25 LLC12,234
0.3% of portfolio›$968.2K
Tempus Wealth Planning, LLC11,992
0.2% of portfolio›$949.1K
B.O.S.S. Retirement Advisors, LLC11,979
0.3% of portfolio›$948.0K
Heritage Family Offices, LLP11,925
0.3% of portfolio›$943.7K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors11,845
0.0% of portfolio›$937.5K
Keystone Wealth Services, LLC11,804
0.2% of portfolio›$939.9K
Brighton Jones LLC11,751
0.0% of portfolio›$930.0K
Vanguard Capital Wealth Advisors11,629
0.6% of portfolio›$920.3K
Traveka Wealth, LLC11,503
0.3% of portfolio›$910.3K
Krilogy Financial LLC11,496
0.0% of portfolio›$898.4K
Fiduciary Alliance LLC11,454
0.1% of portfolio›$906.4K
Cooper Financial Group11,152
0.1% of portfolio›$882.6K
Mission Financial Group, LLC11,142
0.7% of portfolio›$881.8K
Beacon Financial Advisory LLC10,937
0.2% of portfolio›$865.6K
Childress Capital Advisors, LLC10,900
0.1% of portfolio›$862.6K
RCS Financial Planning, LLC10,835
0.5% of portfolio›$857.5K
Fort Washington Investment Advisors Inc10,622
0.0% of portfolio›$840.6K
Arcadia Wealth Management, LLC10,610
0.3% of portfolio›$839.7K
Accelerate Investment Advisors LLC10,585
0.5% of portfolio›$837.7K
Foster Group, Inc.10,537
0.0% of portfolio›$833.9K
Lloyd Advisory Services, Llc.10,385
0.3% of portfolio›$821.9K
Laurel OAK Wealth Management, LLC10,368
0.1% of portfolio›$820.5K
Midwest Trust Co10,359
0.0% of portfolio›$819.8K
Mather Group, Llc.10,287
0.0% of portfolio›$814.1K
Accurate Wealth Management, LLC10,285
0.1% of portfolio›$810.9K
Goelzer Investment Management, Inc.10,226
0.0% of portfolio›$809.3K
Fragasso Financial Advisors Inc10,219
0.0% of portfolio›$799.1K
Waldron Private Wealth LLC10,185
0.0% of portfolio›$806.1K
Turtle Creek Wealth Advisors, LLC10,161
0.0% of portfolio›$804.1K
StoneX Group Inc.10,124
0.0% of portfolio›$801.2K
Kingswood Wealth Advisors, LLC10,085
0.0% of portfolio›$798.1K
Pettinga Financial Advisors LLC9,926
0.1% of portfolio›$785.5K
Raleigh Capital Management Inc.9,857
0.2% of portfolio›$780.1K
Samalin Investment Counsel, LLC9,849
0.2% of portfolio›$779.4K
Wealth Quarterback LLC9,817
0.2% of portfolio›$776.9K
RHS Financial, LLC9,744
0.3% of portfolio›$771.1K
Forvis Mazars Wealth Advisors, LLC9,661
0.0% of portfolio›$764.6K
Certuity, LLC9,613
0.0% of portfolio›$760.7K
FSA Wealth Partners, Inc.9,605
0.2% of portfolio›$760.1K
Bryn Mawr Trust Advisors, LLC9,455
0.0% of portfolio›$748.3K
Motive Wealth Advisors9,437
0.3% of portfolio›$746.8K
JFS Wealth Advisors, LLC9,381
0.0% of portfolio›$742.4K
Altfest L J & Co Inc9,306
0.1% of portfolio›$736.5K
Facet Wealth, Inc.9,287
0.0% of portfolio›$735.0K
Lodestone Wealth Management LLC9,021
0.2% of portfolio›$713.9K
Montag A & Associates Inc8,841
0.0% of portfolio›$699.7K
Intrua Financial, LLC8,819
0.1% of portfolio›$697.9K
Bison Wealth, LLC8,676
0.1% of portfolio›$678.0K
Decker Retirement Planning Inc.8,668
0.2% of portfolio›$686.0K
Axxcess Wealth Management, LLC8,602
0.0% of portfolio›$680.8K
Milestone Asset Management Group, LLC8,562
0.3% of portfolio›$677.6K
Pinnacle Bancorp, Inc.8,558
0.2% of portfolio›$677.3K
Hutchens & Kramer Investment Management Group, LLC8,539
0.2% of portfolio›$675.8K
Visionary Wealth Advisors8,466
0.0% of portfolio›$670.0K
Signature Equity Partners, LLC8,452
0.2% of portfolio›$668.9K
Sutton Place Investors LLC8,430
0.3% of portfolio›$667.2K
Baker Tilly Wealth Management, LLC8,429
0.1% of portfolio›$667.1K
GHP Investment Advisors, Inc.8,284
0.0% of portfolio›$655.6K
Aurelius Family Office LLC8,260
0.3% of portfolio›$653.7K
Spectrum Advisors, Inc.8,255
0.5% of portfolio›$653.3K
Physician Wealth Advisors, Inc.8,243
0.1% of portfolio›$652.4K
Centennial Advisors, LLC8,221
0.8% of portfolio›$650.6K
Diversified Management Inc8,073
0.1% of portfolio›$638.9K
CGN Advisors LLC8,067
0.0% of portfolio›$638.4K
Essex Bank8,052
0.1% of portfolio›$637.2K
Friday Financial7,888
0.1% of portfolio›$614.3K
Cherry Tree Wealth Management, LLC7,793
0.1% of portfolio›$616.7K
Harbour Capital Advisors, LLC7,709
0.1% of portfolio›$610.1K
Creative Capital Management Investments LLC7,590
0.1% of portfolio›$600.7K
HUB Investment Partners, LLC7,530
0.0% of portfolio›$595.9K
Balance Wealth Partners LLC7,515
0.1% of portfolio›$594.7K
Uptick Partners, LLC7,506
0.1% of portfolio›$594.0K
GFS Advisors, LLC7,482
0.1% of portfolio›$592.0K
Semus Wealth Partners LLC7,456
0.3% of portfolio›$590.0K
Lauterbach Financial Advisors, LLC7,427
0.3% of portfolio›$587.8K
Cassilly Financial Group LLC7,361
0.4% of portfolio›$582.6K
Wedmont Private Capital7,290
0.0% of portfolio›$568.4K
Beacon Financial Group7,279
0.1% of portfolio›$576.1K
Novem Group7,273
0.1% of portfolio›$575.6K
Security Financial Services, Inc.7,249
0.1% of portfolio›$573.7K
Aerodigm Wealth, LLC7,177
0.2% of portfolio›$568.0K
SBK Financial, Inc.7,165
0.3% of portfolio›$567.1K
Heck Capital Advisors, LLC7,086
0.0% of portfolio›$560.8K
SwitchPoint Financial Planning, LLC7,061
0.3% of portfolio›$558.8K
Michels Family Financial, LLC6,986
0.3% of portfolio›$552.8K
Avantra Family Wealth, Inc.6,929
0.3% of portfolio›$548.4K
Kestra Investment Management, LLC6,920
0.0% of portfolio›$547.7K
LifeSteps Financial, Inc.6,872
0.3% of portfolio›$543.8K
MSH Capital Advisors LLC6,845
0.1% of portfolio›$541.7K
Montis Financial, LLC6,836
0.1% of portfolio›$541.0K
Gamma Investing LLC6,804
0.0% of portfolio›$538.5K
Trust Co of Vermont6,701
0.0% of portfolio›$530.3K
Lifelong Wealth Advisors, Inc.6,690
0.1% of portfolio›$529.4K
Aegis Wealth Management, Inc.6,676
0.3% of portfolio›$528.3K
Well Done, LLC6,629
0.1% of portfolio›$524.6K
Midwest Heritage Bank, FSB6,602
0.2% of portfolio›$522.5K
Partners Wealth Management, LLC6,407
0.1% of portfolio›$507.1K
Legacy Wealth Partners, LLC6,376
0.1% of portfolio›$504.6K
Integrated Advisors Network LLC6,374
0.0% of portfolio›$504.5K
Trust Point Inc.6,369
0.0% of portfolio›$504.0K
Allegiance Financial Group Advisory Services LLC6,337
0.1% of portfolio›$501.5K
Plante Moran Financial Advisors, LLC6,332
0.0% of portfolio›$501.1K
Aaron Wealth Advisors LLC6,331
0.0% of portfolio›$501.1K
MassMutual Private Wealth & Trust, FSB6,300
0.0% of portfolio›$498.6K
Squire Investment Management Company, LLC6,222
0.1% of portfolio›$492.4K
Cassaday & Co Wealth Management LLC6,214
0.0% of portfolio›$491.8K
Pines Wealth Management, LLC6,205
0.1% of portfolio›$491.1K
Wright Wealth LLC6,154
0.3% of portfolio›$487.0K
True Private Wealth Advisors6,127
0.0% of portfolio›$485.0K
Quarry Hill Advisors, LLC6,120
0.2% of portfolio›$484.3K
Basso Capital Management, L.P.6,067
0.1% of portfolio›$480.1K
Tanglewood Wealth Management, Inc.5,972
0.0% of portfolio›$472.6K
A4 Wealth Advisors LLC5,948
0.3% of portfolio›$470.7K
Hilltop National Bank5,876
0.1% of portfolio›$465.0K
Fifth Third Securities, Inc.5,875
0.0% of portfolio›$465.0K
Center for Financial Planning, Inc.5,861
0.0% of portfolio›$463.8K
BAM Wealth Management, LLC5,798
0.2% of portfolio›$458.9K
Capstone Wealth Management, LLC5,769
0.2% of portfolio›$456.6K
Hippocratic Financial Advisors, LLC5,755
0.2% of portfolio›$455.5K
Americana Partners, LLC5,752
0.0% of portfolio›$455.2K
Conning Inc.5,670
0.0% of portfolio›$448.7K
Crescent Grove Advisors, LLC5,622
0.0% of portfolio›$444.9K
Cap Partners, LLC5,577
0.2% of portfolio›$441.4K
Meridian Wealth Management, LLC5,515
0.0% of portfolio›$436.5K
Intelligence Driven Advisers, LLC5,414
0.1% of portfolio›$428.5K
Carmel Capital Partners, LLC5,384
0.2% of portfolio›$426.1K
XY Planning Network, Inc.5,381
0.0% of portfolio›$425.9K
Alpine Bank Wealth Management5,258
0.1% of portfolio›$416.1K
World Equity Group, Inc.5,257
0.2% of portfolio›$416.1K
Cornerstone Wealth Management, LLC5,250
0.0% of portfolio›$415.4K
International Assets Investment Management, LLC5,240
0.0% of portfolio›$408.1K
Sage Mountain Advisors LLC5,199
0.0% of portfolio›$411.4K
Prime Capital Investment Advisors, LLC5,182
0.0% of portfolio›$410.1K
Cape Investment Advisory, Inc.5,109
0.1% of portfolio›$404.3K
Global View Capital Management LLC5,104
0.1% of portfolio›$403.9K
Town Capital LLC5,103
0.3% of portfolio›$403.9K
Reap Financial Group, LLC5,083
0.1% of portfolio›$402.3K
Grimes & Co Wealth Management, LLC5,082
0.0% of portfolio›$402.2K
SeaCrest Wealth Management, LLC5,050
0.0% of portfolio›$399.7K
James J. Burns & Company, LLC5,049
0.0% of portfolio›$399.6K
Elevation Wealth Management LLC4,968
0.3% of portfolio›$393.1K
Hobbs Wealth Management, LLC4,914
0.3% of portfolio›$388.9K
Stonebridge Financial Group, LLC4,870
0.0% of portfolio›$385.4K
Calamos Wealth Management LLC4,868
0.0% of portfolio›$385.3K
Sanchez Gaunt Capital Management, LLC4,784
0.2% of portfolio›$378.6K
Elevation Wealth Partners, LLC4,764
0.1% of portfolio›$377.0K
Marino, Stram & Associates LLC4,664
0.1% of portfolio›$369.1K
Fiscal Wisdom Wealth Management, LLC4,662
0.4% of portfolio›$369.0K
Flagstar Securities, Inc4,656
0.1% of portfolio›$368.4K
Stirlingshire Investments, Inc.4,655
0.3% of portfolio›$368.4K
Shotwell Rutter Baer Inc4,608
0.2% of portfolio›$364.7K
Kelly Financial Group LLC4,597
0.1% of portfolio›$363.8K
Culbertson A N & Co Inc4,595
0.0% of portfolio›$363.6K
Legacy Wealth Asset Management, LLC4,593
0.1% of portfolio›$363.5K
Cambridge Financial Group, LLC4,589
0.1% of portfolio›$351.3K
Palisade Asset Management, LLC4,578
0.0% of portfolio›$362.3K
Soltis Investment Advisors LLC4,549
0.0% of portfolio›$360.0K
Lantern Wealth Advisors, LLC4,528
0.2% of portfolio›$358.4K
Advisor OS, LLC4,478
0.0% of portfolio›$354.4K
Able Financial Group, LLC4,448
0.1% of portfolio›$352.0K
Washington Trust Bank4,412
0.0% of portfolio›$349.2K
Glenview Trust Co4,392
0.0% of portfolio›$347.6K
Canandaigua National Bank & Trust Co4,338
0.0% of portfolio›$343.3K
Dala Group, LLC4,280
0.3% of portfolio›$338.7K
Arlington Trust Co LLC4,258
0.0% of portfolio›$337.0K
O'Keefe Stevens Advisory, Inc.4,240
0.1% of portfolio›$335.6K
Focused Alpha, LLC4,206
0.1% of portfolio›$332.9K
Venture Visionary Partners LLC4,195
0.0% of portfolio›$332.0K
Busey Bank4,183
0.0% of portfolio›$331.0K
Moneco Advisors, LLC4,105
0.0% of portfolio›$324.9K
Monument Capital Management4,101
0.1% of portfolio›$324.6K
Prosperity Planning, Inc.4,083
0.1% of portfolio›$323.1K
Gainline Financial Partners, LLC4,081
0.3% of portfolio›$323.0K
Liberty Atlantic Advisors LLC4,007
0.2% of portfolio›$317.1K
LongView Wealth Management3,971
0.1% of portfolio›$314.3K
Versant Capital Management, Inc3,905
0.0% of portfolio›$309.0K
Bank Julius Baer & Co. Ltd, Zurich3,852
0.0% of portfolio›$304.8K
Compass Financial Group, Inc. (Ohio)3,828
0.2% of portfolio›$302.9K
Merkkuri Wealth Advisors LLC3,804
0.2% of portfolio›$301.1K
Bedminster, LLC3,801
0.3% of portfolio›$300.8K
Blue Capital, Inc.3,787
0.2% of portfolio›$299.7K
Next Level Private LLC3,783
0.1% of portfolio›$299.4K
Adirondack Capital Advisors, LLC3,778
0.2% of portfolio›$299.0K
Spinnaker Investment Group, LLC3,774
0.0% of portfolio›$298.7K
Obermeyer Wealth Partners3,761
0.0% of portfolio›$297.6K
Winthrop Advisory Group LLC3,760
0.0% of portfolio›$297.6K
Lockerman Financial Group, Inc.3,756
0.4% of portfolio›$297.3K
Davidson Trust Co3,703
0.1% of portfolio›$293.1K
Synergy Asset Management, LLC3,653
0.0% of portfolio›$289.1K
SmartHarvest Portfolios, LLC3,645
0.1% of portfolio›$288.5K
Pacific Asset Management, LLC3,638
0.1% of portfolio›$287.9K
Clark Asset Management, LLC3,631
0.0% of portfolio›$287.3K
MKT Advisors LLC3,605
0.1% of portfolio›$281.1K
Nixon Peabody Trust Co3,575
0.0% of portfolio›$282.9K
Radnor Capital Management, LLC3,561
0.0% of portfolio›$281.8K
Atlatl Advisers LLC3,560
0.1% of portfolio›$281.7K
Trilogy Capital Inc.3,551
0.0% of portfolio›$281.0K
Sound Income Strategies, LLC3,483
0.0% of portfolio›$271.6K
Simon Quick Advisors, LLC3,454
0.0% of portfolio›$273.4K
Huntleigh Advisors, Inc.3,440
0.0% of portfolio›$272.2K
Capital Investment Advisors, LLC3,408
0.0% of portfolio›$269.7K
Gordian Advisors LLC3,407
0.2% of portfolio›$269.7K
Journey Advisory Group, LLC3,358
0.0% of portfolio›$265.8K
Foundry Financial Group, Inc.3,317
0.1% of portfolio›$262.5K
Carlton Hofferkamp & Jenks Wealth Management, LLC3,309
0.1% of portfolio›$262.3K
Atlas Private Wealth Advisors3,287
0.1% of portfolio›$260.1K
American National Bank & Trust3,262
0.0% of portfolio›$258.2K
City Holding Co3,260
0.0% of portfolio›$258.0K
Commonwealth Financial Services, LLC3,257
0.0% of portfolio›$257.7K
Instrumental Wealth, LLC3,244
0.1% of portfolio›$256.8K
Networth Advisors, LLC3,237
0.1% of portfolio›$256.2K
LVW Advisors, LLC3,198
0.0% of portfolio›$253.1K
Fidelity D & D Bancorp Inc3,176
0.1% of portfolio›$251.3K
Arwa LLC3,157
0.1% of portfolio›$248.9K
Root Financial Partners, LLC3,155
0.0% of portfolio›$249.7K
Madson Wealth Advisors Inc3,117
0.2% of portfolio›$246.7K
Entrewealth, LLC3,097
0.1% of portfolio›$245.1K
Symphony Financial, Ltd. Co.3,064
0.0% of portfolio›$244.0K
Strategy Asset Managers LLC3,047
0.0% of portfolio›$241.1K
Avestar Capital, LLC3,043
0.0% of portfolio›$240.8K
Optimist Retirement Group LLC3,028
0.1% of portfolio›$239.6K
Frontier Asset Management, LLC3,016
0.0% of portfolio›$238.7K
Integral Investment Advisors, Inc.3,000
0.1% of portfolio›$237.4K
Eclectic Associates Inc2,992
0.0% of portfolio›$236.8K
Bahl & Gaynor LLC2,977
0.0% of portfolio›$235.6K
Acorn Wealth Advisors, LLC2,962
0.1% of portfolio›$234.4K
Avior Wealth Management, LLC2,937
0.0% of portfolio›$232.4K
Dynamic Advisor Solutions LLC2,908
0.0% of portfolio›$230.2K
Shearwater Capital LLC2,898
0.1% of portfolio›$229.3K
AdvisorNet Financial, Inc2,869
0.0% of portfolio›$225.0K
Klein Pavlis & Peasley Financial, Inc.2,857
0.1% of portfolio›$226.1K
Piedmont Capital Management, LLC2,853
0.1% of portfolio›$225.8K
Summit Global Investments2,850
0.0% of portfolio›$226
Summit Wealth Group LLC / Co2,843
0.0% of portfolio›$225.0K
Grey Fox Wealth Advisors, LLC2,833
0.0% of portfolio›$224.2K
Pinnacle Associates LTD2,826
0.0% of portfolio›$223.6K
OAK Family Advisors, LLC2,820
0.1% of portfolio›$223.2K
Sapient Capital LLC2,808
0.0% of portfolio›$222.2K
Cannon Financial Strategists, Inc.2,770
0.0% of portfolio›$219.2K
Richmond Investment Services, LLC2,765
0.1% of portfolio›$218.8K
Hobart Private Capital, LLC2,764
0.0% of portfolio›$218.7K
Moisand Fitzgerald Tamayo, LLC2,760
0.0% of portfolio›$218.4K
Ballentine Capital Advisors, Inc2,754
0.1% of portfolio›$218.0K
Kuhn & Co Investment Counsel2,731
0.1% of portfolio›$216.1K
Total Clarity Wealth Management, Inc.2,691
0.0% of portfolio›$213.0K
Fulton Bank, N.A.2,677
0.0% of portfolio›$211.9K
Dynamic Financial Group2,676
0.2% of portfolio›$211.8K
Courage Miller Partners, LLC2,600
0.1% of portfolio›$205.8K
JGP Wealth Management, LLC2,597
0.0% of portfolio›$205.5K
BCS Wealth Management2,596
0.0% of portfolio›$205.4K
Canandaigua National Trust Co of Florida2,585
0.1% of portfolio›$204.6K
Center For Asset Management LLC2,582
0.1% of portfolio›$204.3K
Retirement Solution LLC2,560
0.0% of portfolio›$202.6K
Private Client Services, LLC2,545
0.1% of portfolio›$201.4K
Procyon Advisors, LLC2,539
0.0% of portfolio›$200.9K
Rosenberg Matthew Hamilton2,535
0.0% of portfolio›$200.6K
Equitable Trust Co2,528
0.0% of portfolio›$200.1K
MeadowBrook Investment Advisors LLC2,495
0.2% of portfolio›$197.3K
Balentine LLC2,462
0.0% of portfolio›$194.8K
Tounjian Advisory Partners, LLC2,421
0.1% of portfolio›$191.6K
UMB Private Wealth Management, LLC2,349
0.2% of portfolio›$185.9K
S.A. Mason LLC2,291
0.1% of portfolio›$181.3K
Triumph Capital Management2,283
0.0% of portfolio›$180.7K
Farmers & Merchants Investments Inc2,212
0.0% of portfolio›$175.1K
Buck Wealth Strategies, LLC2,186
0.0% of portfolio›$173.0K
Team Financial Group, LLC2,113
0.1% of portfolio›$167.2K
Main Street Group, LTD1,968
0.0% of portfolio›$155.7K
Blue Bell Private Wealth Management, LLC1,918
0.0% of portfolio›$151.8K
Angeles Wealth Management, LLC1,910
0.0% of portfolio›$151.2K
Wilmington Savings Fund Society, FSB1,865
0.0% of portfolio›$147.6K
Clark Wealth Partners1,855
0.1% of portfolio›$146.8K
Armstrong Advisory Group, Inc1,838
0.0% of portfolio›$145.5K
Jnba Financial Advisors1,792
0.0% of portfolio›$141.8K
William Mack & Associates, Inc.1,720
0.0% of portfolio›$136.1K
Gilpin Wealth Management, LLC1,610
0.1% of portfolio›$127.4K
Tompkins Financial Corp1,467
0.0% of portfolio›$116.1K
Indiana Trust & Investment Management Co1,406
0.0% of portfolio›$111.3K
Oakworth Capital, Inc.1,391
0.0% of portfolio›$110.1K
Bfsg, LLC1,388
0.0% of portfolio›$109.9K
Navigoe, LLC1,348
0.1% of portfolio›$106.0K
High Note Wealth, LLC1,330
0.0% of portfolio›$105.3K
Signaturefd, LLC1,326
0.0% of portfolio›$105.0K
Financial Network Wealth Advisors LLC1,229
0.1% of portfolio›$97.3K
NBT Bank, N.A.1,209
0.0% of portfolio›$95.7K
Hoey Investments, Inc1,173
0.0% of portfolio›$92.8K
City State Bank1,060
0.0% of portfolio›$83.9K
Harbor Investment Advisory, LLC1,060
0.0% of portfolio›$83.9K
Elevated Capital Advisors, LLC1,048
0.0% of portfolio›$82.9K
Princeton Global Asset Management LLC1,032
0.0% of portfolio›$81.7K
Owl Creek Wealth Partners LLC1,000
0.0% of portfolio›$79.1K
Ares Financial Consulting, LLC967
0.1% of portfolio›$76.5K
Financial Consulate, Inc905
0.0% of portfolio›$71.6K
Bangor Savings Bank891
0.0% of portfolio›$70.5K
Community Financial Services Group, LLC875
0.0% of portfolio›$68.1K
Halbert Hargrove Global Advisors, LLC871
0.0% of portfolio›$69.0K
Compass Financial Management LLC851
0.0% of portfolio›$67.3K
Powell Investment Advisors, LLC830
0.0% of portfolio›$65.7K
Morling Financial Advisors, LLC825
0.0% of portfolio›$65.3K
Advocate Investing Services LLC769
0.0% of portfolio›$60.9K
Pension & Wealth Management Advisors, Inc.700
0.0% of portfolio›$55.4K
Dorato Capital Management692
0.0% of portfolio›$54.0K
Rydar Equities, Inc.675
0.0% of portfolio›$52.7K
First Community Trust NA659
0.0% of portfolio›$52.2K
Abound Wealth Management653
0.0% of portfolio›$51.7K
Hurley Capital, LLC652
0.0% of portfolio›$51.6K
Highline Wealth Partners LLC642
0.0% of portfolio›$50.8K
Signature Resources Capital Management, LLC629
0.0% of portfolio›$49.8K
Rossmore Private Capital616
0.0% of portfolio›$48.8K
Yankcom Partnership585
0.0% of portfolio›$46.3K
Caldwell Trust Co568
0.0% of portfolio›$45.0K
Phillips Financial Management, LLC561
0.0% of portfolio›$44.5K
Coastline Trust Co540
0.0% of portfolio›$42.7K
First Bancorp, Inc540
0.0% of portfolio›$42.7K
Breakwater Investment Management528
0.0% of portfolio›$41.8K
Thurston, Springer, Miller, Herd & Titak, Inc.524
0.1% of portfolio›$41.5K
Silver Grove Financial Group, Inc.506
0.0% of portfolio›$40.0K
Birchwood Financial Partners, Inc.484
0.0% of portfolio›$38.3K
Cedar Mountain Advisors, LLC479
0.0% of portfolio›$37.9K
Essential Partners LLC452
0.0% of portfolio›$35.8K
Richardson Capital Management LLC432
0.0% of portfolio›$34.2K
Elyxium Wealth, LLC419
0.0% of portfolio›$33.1K
Atwood & Palmer Inc411
0.0% of portfolio›$32.5K
Legacy Bridge, LLC400
0.0% of portfolio›$31.7K
Eastern Bank399
0.0% of portfolio›$31.6K
Brown, Lisle Ings, Inc.363
0.0% of portfolio›$28.7K
SYM Financial Corp362
0.0% of portfolio›$28.6K
Toth Financial Advisory Corp306
0.0% of portfolio›$24.2K
Nemes Rush Group LLC303
0.0% of portfolio›$24.0K
Harbor Asset Planning, Inc.303
0.0% of portfolio›$24.0K
NorthAvenue LLC300
0.0% of portfolio›$23.7K
Union Savings Bank300
0.0% of portfolio›$23.7K
Fairman Group, LLC297
0.0% of portfolio›$23.5K
EPG Wealth Management LLC287
0.0% of portfolio›$22.7K
CGC Financial Services, LLC280
0.0% of portfolio›$22.2K
Valley National Advisers Inc267
0.0% of portfolio›$21.1K
Planning Strategies Inc.253
0.0% of portfolio›$20.0K
Avion Wealth253
0.0% of portfolio›$19
Cullen T Bankers, Inc.218
0.0% of portfolio›$17.2K
MTM Investment Management, LLC216
0.0% of portfolio›$17.1K
Adkins Seale Capital Management LLC206
0.0% of portfolio›$16.3K
Archer Investment Corp201
0.0% of portfolio›$15.9K
Beacon Investment Advisory Services, Inc.193
0.0% of portfolio›$15.3K
Murphy & Mullick Capital Management Corp190
0.0% of portfolio›$15.0K
Foster Dykema Cabot & Partners, LLC188
0.0% of portfolio›$14.9K
Reyes Financial Architecture, Inc.174
0.0% of portfolio›$13.8K
GK Wealth Management LLC170
0.0% of portfolio›$13.4K
Kozak & Associates, Inc.167
0.0% of portfolio›$13.2K
Putney Financial Group LLC163
0.0% of portfolio›$12.9K
Evermay Wealth Management LLC159
0.0% of portfolio›$12.6K
United Community Bank155
0.0% of portfolio›$12.3K
Transce3nd, LLC154
0.0% of portfolio›$12.2K
Birch Financial Group, LLC151
0.0% of portfolio›$12.0K
First Pacific Financial149
0.0% of portfolio›$11.8K
Mechanics Financial Corp149
0.0% of portfolio›$11.8K
Trust Co147
0.0% of portfolio›$11.6K
Tower Trust & Investment Co144
0.0% of portfolio›$11.4K
Glass Jacobson Investment Advisors llc139
0.0% of portfolio›$11.0K
Downshift Financial, LLC137
0.0% of portfolio›$10.8K
Godsey & Gibb, Inc115
0.0% of portfolio›$9.1K
Trust Co of Toledo NA107
0.0% of portfolio›$8.5K
Simplex Trading, LLC107
0.0% of portfolio›$8.5K
Adirondack Trust Co90
0.0% of portfolio›$7.1K
Grove Bank & Trust90
0.0% of portfolio›$7.1K
Richards, Merrill & Peterson, Inc.86
0.0% of portfolio›$6.8K
Nova Financial LLC81
0.0% of portfolio›$6.4K
Roxbury Financial LLC80
0.0% of portfolio›$6.4K
Laurel Wealth Advisors LLC77
0.0% of portfolio›$6.1K
United Financial Planning Group LLC66
0.0% of portfolio›$5.2K
1620 Investment Advisors, Inc.60
0.0% of portfolio›$4.7K
Barnes Dennig Private Wealth Management LLC51
0.0% of portfolio›$4.0K
Pioneer Family Office, LLC50
0.0% of portfolio›$4.0K
Hilton Head Capital Partners, LLC50
0.0% of portfolio›$4.0K
Wagner Wealth Management, LLC48
0.0% of portfolio›$3.8K
Hoese & Co LLP48
0.0% of portfolio›$3.8K
Barrett & Company, Inc.47
0.0% of portfolio›$3.7K
Dhjj Financial Advisors, Ltd.47
0.0% of portfolio›$3.7K
POM Investment Strategies, LLC41
0.0% of portfolio›$3.2K
Your Advocates Ltd., LLP39
0.0% of portfolio›$3.1K
MJT & Associates Financial Advisory Group, Inc.38
0.0% of portfolio›$3.0K
Provident Wealth Management, LLC35
0.0% of portfolio›$2.8K
Pillar Financial Advisors, LLC35
0.0% of portfolio›$2.8K
Aspect Partners, LLC33
0.0% of portfolio›$2.6K
Register Financial Advisors LLC33
0.0% of portfolio›$2.6K
SJS Investment Consulting Inc.32
0.0% of portfolio›$2.5K
Markowski Investments28
0.0% of portfolio›$2.2K
Horizon Financial Services, LLC26
0.0% of portfolio›$2.1K
KFG LLC25
0.0% of portfolio›$2.0K
Rachor Investment Advisory Services, LLC24
0.0% of portfolio›$1.9K
Wolff Wiese Magana LLC15
0.0% of portfolio›$1.2K
American Capital Advisory, LLC12
0.0% of portfolio›$950
Prudent Man Investment Management, Inc.0
0.0% of portfolio›$4
Realta Investment Advisors0
0.0% of portfolio›$27
StyleTurnoverLocationFiled
Park Avenue Securities LLC
3,415,148$270.3K0.0%ETFMediumNew York, NY2026-10-26
Auto-Owners Insurance Co
2,973,500$235.3M7.4%ETFVery LowLansing, MI2026-10-15
Signature Estate & Investment Advisors LLC
2,807,690$222.2M3.9%ETFMediumLos Angeles, CA2026-10-13
Hamilton Capital, LLC
2,380,631$188.4M10.6%ETFVery LowColumbus, OH2026-10-08
OpenArc Corporate Advisory, LLC
2,284,127$180.8M2.0%GrowthLowAtlanta, GA2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
2,260,904$178.9M2.4%GrowthVery LowSeattle, WA2026-10-27
Sagespring Wealth Partners, LLC
2,189,293$173.3M2.6%ETFLowFranklin, TN2026-10-22
Truist Financial Corp
1,323,259$104.7M0.1%CoreLowCharlotte, NC2026-10-30
Modera Wealth Management, LLC
1,224,902$96.9M1.0%ETFVery LowWestwood, NJ2026-10-28
Commonwealth Equity Services, LLC
1,056,872$83.6M0.1%ETFLowWaltham, MA2026-11-02
Aspiriant, LLC
1,045,588$82.7M2.0%ETFVery LowLos Angeles, CA2026-10-16
Financial Synergies Wealth Advisors, Inc.
883,585$69.9M5.7%ETFVery LowHouston, TX2026-10-16
AlphaCore Capital LLC
791,816$62.7M1.0%ETFLowLa Jolla, CA2026-11-04
Sofi Wealth, LLC
718,442$56.9M2.2%ETFVery LowSan Francisco, CA2026-10-27
JB Capital LLC
665,024$52.6M1.8%ETFMediumWethersfield, CT2026-10-19
Kestra Advisory Services, LLC
632,924$50.1M0.1%CoreLowAustin, TX2026-11-02
Allspring Global Investments Holdings, LLC
621,580$48.4M0.1%CoreMediumCharlotte, NC2026-11-04
Waller Financial Planning Group, Inc
549,236$43.5M8.8%ETFMediumColumbus, OH2026-10-07
Wealth Enhancement Advisory Services, LLC
484,194$37.8M0.1%CoreLowPlymouth, MN2026-10-13
Cambridge Investment Research Advisors, Inc.
476,402$37.7K0.0%ETFLowFairfield, IA2026-11-02
Angeles Investment Advisors, LLC
454,025$35.9M2.2%ETFMediumSanta Monica, CA2026-10-22
Concurrent Investment Advisors, LLC
437,513$34.6M0.2%GrowthMediumTampa, FL2026-10-16
Bokf, NA
408,378$32.3M0.5%CoreLowTulsa, OK2026-10-27
TD Private Client Wealth LLC
402,770$31.9M0.6%ETFLowNew York, NY2026-10-28
Townsend & Associates, Inc
396,298$31.4M2.6%Deep ValueLowWestminster, CO2026-10-23
Affinity Capital Advisors, LLC
391,961$30.6M3.6%ETFLowBerkeley, CA2026-10-13
Lido Advisors, LLC
364,286$28.8M0.1%GrowthLowLos Angeles, CA2026-11-04
Integrity Alliance, Llc.
331,992$26.3M0.8%ETFMediumUrbandale, IA2026-10-29
Shakespeare Wealth Management, LLC
330,277$26.1M5.1%ETFMediumPewaukee, WI2026-10-28
Farther Finance Advisors, LLC
329,452$26.1M0.2%IndexLowSan Francisco, CA2026-10-08
Plancorp, LLC
322,074$25.5M0.6%ETFLowSaint Louis, MO2026-11-03
Kestra Private Wealth Services, LLC
311,734$24.7M0.3%GrowthLowAustin, TX2026-10-30
Atria Investments, Inc
305,239$24.2M0.2%CoreMediumCharlotte, NC2026-10-15
Ball & Co Wealth Management Inc.
292,997$23.2M15.8%ETFMediumFranklin, TN2026-11-05
Vise Technologies, Inc.
286,495$22.7M0.2%IndexLowNew York, NY2026-10-29
Verdence Capital Advisors LLC
281,389$22.3M0.9%CoreMediumHunt Valley, MD2026-10-26
Integrated Capital Management, Inc.
278,334$22.0M15.8%ETFLowJessup, PA2026-10-09
Perigon Wealth Management, LLC
273,999$21.7M0.3%GrowthLowSan Francisco, CA2026-10-22
TD Waterhouse Canada Inc.
273,638$21.3M0.1%CoreLowToronto, Australia2026-10-16
Citigroup Inc
268,718$21.3M0.0%CoreMediumNew York, NY2026-11-04
Wakefield Asset Management Lllp
259,362$20.5M4.7%ValueMediumEnglewood, CO2026-11-05
Associated Banc-Corp
256,310$20.3M0.5%CoreLowGreen Bay, WI2026-10-30
Hemming& Wealth Management, Inc.
254,458$20.1M11.9%ETFMediumTraverse City, MI2026-10-20
Robertson Stephens Wealth Management, LLC
245,337$19.4M0.5%ETFMediumSan Francisco, CA2026-10-16
Strategic Blueprint, LLC
242,077$19.2M0.9%ETFLowAtlanta, GA2026-10-22
Kingdom Financial Group Llc.
236,224$18.7M4.7%ETFMediumPeoria, AZ2026-11-04
Creative Planning
234,752$18.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Financial Life Advisors
232,991$18.4M5.2%ETFLowSan Antonio, TX2026-10-14
Greenleaf Trust
231,349$18.3M0.2%CoreLowKalamazoo, MI2026-10-29
MGO One Seven LLC
226,919$18.0M0.3%GrowthLowBeachwood, OH2026-10-28
Accredited Investors Inc.
223,779$17.7M0.8%ETFLowEdina, MN2026-11-03
Assetmark, Inc
205,833$16.3M0.0%ETFLowConcord, CA2026-10-21
Pinnacle Wealth Planning Services, Inc.
196,756$15.6M1.5%GARPLowMansfield, OH2026-10-27
Unique Wealth, LLC
194,298$15.4M1.8%ETFMediumTampa, FL2026-10-16
Integrated Capital Management, LLC
191,822$15.2M5.5%ETFLowBloomfield, MI2026-10-23
Ashton Thomas Private Wealth, LLC
188,286$14.9M0.3%CoreMediumScottsdale, AZ2026-11-03
Watershed Private Wealth LLC
181,689$14.4M3.9%ETFMediumOak Brook, IL2026-10-30
Stone House Investment Management, LLC
180,158$14.3M1.9%ETFMediumTunkhannock, PA2026-10-23
SAX Wealth Advisors, LLC
177,992$14.1M0.4%ETFVery LowParsippany, NJ2026-10-13
LifeWealth Investments, LLC
177,010$14.0M3.9%ETFMediumWinter Garden, FL2026-10-21
Valence8 US LP
166,318$13.2M4.7%ETFLowCambridge, MA2026-11-03
Client 1ST Advisory Group, LLC
162,561$12.9M3.3%ETFVery LowDunedin, FL2026-10-19
BIP Wealth, LLC
161,499$12.8M0.3%ETFMediumAtlanta, GA2026-10-22
Shum Financial Group, Inc.
159,336$12.6M7.2%GrowthVery LowAlameda, CA2026-10-13
Cardinal Strategic Wealth Guidance
157,695$12.5M2.8%ETFMediumLouisville, KY2026-11-02
RTD Financial Advisors, Inc.
156,174$12.4M1.4%ETFLowPhiladelphia, PA2026-10-09
Sharkey, Howes & Javer
155,131$12.3M1.5%ETFMediumDenver, CO2026-10-22
Farmers & Merchants Trust Co of Chambersburg PA
153,731$12.2K0.0%GARPLowChambersburg, PA2026-10-14
Elevated Financial Group LLC
153,567$12.2M3.4%ETFMediumIndianapolis, IN2026-10-16
Simplicity Wealth,LLC
151,304$12.0M0.3%ETFLowSummit, NJ2026-10-23
Central Pacific Bank - Trust Division
150,427$11.9M1.3%CoreMediumHonolulu, HI2026-10-06
Quadrant Private Wealth Management, LLC
148,502$11.8M1.6%GrowthLowCenter Valley, PA2026-11-04
Centerline Wealth Advisors, LLC
147,867$11.7M3.6%ETFHighLouisville, KY2026-10-15
Howard Bailey Securities, LLC
144,921$11.5M4.4%ETFMediumFort Wayne, IN2026-10-27
Forthright Family Wealth Advisory LLC
142,855$11.3M6.4%ETFHighHouston, TX2026-11-03
Prospera Financial Services Inc
138,449$11.0M0.1%CoreMediumDallas, TX2026-11-04
Diversify Wealth Management, LLC
138,204$10.9M0.2%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
138,204$10.9M0.2%GrowthLowSandy, UT2026-10-20
Wealthcare Advisory Partners LLC
131,359$10.4M0.2%ETFLowWest Chester, PA2026-10-21
Choreo, LLC
127,965$10.1M0.1%IndexLowRockford, IL2026-10-28
MLG Wealth Management DBA Pine Grove Financial Group
124,950$9.9M1.0%ETFMediumWoodbury, MN2026-10-13
Courier Capital LLC
124,234$9.8M0.5%ETFLowBuffalo, NY2026-10-19
Trek Financial, LLC
120,490$9.5M0.4%ETFHighScottsdale, AZ2026-10-29
SteelPeak Wealth, LLC
117,134$9.3M0.2%GrowthHighWoodland Hills, CA2026-10-16
North Star Investment Management Corp.
114,613$9.1M0.5%CoreLowChicago, IL2026-10-27
Apella Capital, LLC
113,348$8.8M0.1%ETFVery LowWest Hartford, CT2026-10-08
Able Wealth Management LLC
112,687$8.9M1.9%ETFMediumToms River, NJ2026-10-13
Capital Advantage, Inc.
111,747$8.8M1.1%ETFMediumWalnut Creek, CA2026-10-14
Spire Wealth Management
110,574$8.8M0.3%GrowthMediumMclean, VA2026-10-30
Kathmere Capital Management, LLC
103,172$8.2M0.4%ETFLowWayne, PA2026-10-20
Seneca Financial Advisors LLC
101,163$8.0M2.1%ETFLowRochester, NY2026-10-28
Key Capital Management, Inc
100,118$7.9M2.9%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Montecito Bank & Trust
96,467$7.6M1.2%GrowthVery LowSanta Barbara, CA2026-10-01
Phillip James Consulting Co.
96,031$7.6M5.1%ETFVery HighPlymouth, MN2026-11-03
Montgomery Financial Services LLC
95,884$7.6M6.3%ETFN/AOcean City, MD2026-11-03
Noble Family Wealth, LLC
95,878$7.6M1.4%ETFVery LowClearwater, FL2026-10-26
Avantax Planning Partners, Inc.
95,625$7.6M0.2%ETFLowDubuque, IA2026-11-03
Sumitomo Mitsui Trust Group, Inc.
92,408$7.3M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Stage Harbor Financial, LLC
91,918$7.3M4.1%ETFVery LowWestwood, MA2026-11-03
Sovran Advisors, LLC
91,886$7.3M0.5%ETFMediumSan Diego, CA2026-11-02
Creative Financial Designs Inc
91,553$7.2M0.3%ETFMediumKokomo, IN2026-11-04
Maia Wealth LLC
91,461$7.2M1.0%ETFMediumDenver, CO2026-10-19
Swmg, LLC
89,933$7.1M1.6%ETFMediumFort Worth, TX2026-10-23
CoreCap Advisors, LLC
88,680$7.0M0.2%ETFMediumSouthfield, MI2026-10-08
Ocean Park Asset Management, LLC
87,927$7.0M0.4%ETFLowSanta Monica, CA2026-10-21
Kelly Financial Services LLC
86,874$6.9M1.5%ETFMediumBraintree, MA2026-10-20
Cypress Wealth Services, LLC
85,785$6.8M0.8%ETFLowPalm Desert, CA2026-10-21
Brookstone Capital Management
85,587$6.8M0.1%ETFMediumWheaton, IL2026-10-22
Advus Financial Partners, LLC
85,153$6.7M1.9%ETFLowWinter Park, FL2026-10-20
Sterling Capital Management LLC
84,619$6.7M0.1%GARPMediumCharlotte, NC2026-10-22
Apollon Wealth Management, LLC
83,783$6.6M0.1%GrowthLowMount Pleasant, SC2026-10-23
Parkside Financial Bank & Trust
83,011$6.6M0.4%CoreVery LowSaint Louis, MO2026-10-27
Midwest Capital Advisors, LLC
80,606$6.4M2.3%ETFHighGrand Rapids, MI2026-11-04
Lineweaver Wealth Advisors, LLC
78,439$6.2M0.7%ETFLowValley View, OH2026-10-13
Outlook Wealth Advisors, LLC
78,116$6.2M1.3%ETFMediumShenandoah, TX2026-10-28
United Asset Strategies, Inc.
77,641$6.1M0.4%GrowthLowGarden City, NY2026-10-28
Fifth Third Wealth Advisors LLC
76,867$6.1M0.2%IndexVery LowCincinnati, OH2026-10-22
Golden State Wealth Management, LLC
76,787$6.1M0.6%ETFMediumSanta Ana, CA2026-11-02
Robinswood Financial LLC
75,369$5.9M1.8%ETFVery LowKirkland, WA2026-10-20
Rockland Trust Co
73,988$5.9M0.2%CoreLowHanover, MA2026-10-05
Key FInancial Inc
73,434$5.8M0.9%ETFLowWest Chester, PA2026-11-02
Elevate Wealth Advisory, Inc
72,457$5.7M3.0%ETFVery LowAthens, GA2026-10-29
Riverwater Partners LLC
72,288$5.7M1.6%ValueMediumMilwaukee, WI2026-11-03
Maryland Capital Advisors Inc.
71,801$5.7M1.8%ETFVery LowChester, MD2026-10-15
Corepath Wealth Partners LLC
70,356$5.5M3.8%ETFVery LowScottsdale, AZ2026-10-21
Blue Trust, Inc.
70,056$5.5M0.1%ETFLowBrentwood, TN2026-10-15
West Wealth Group, LLC
69,548$5.5M0.9%ETFMediumIrvine, CA2026-10-14
Symmetry Partners, LLC
69,366$5.5M0.3%ETFLowGlastonbury, CT2026-10-27
CFS Investment Advisory Services, LLC
67,200$5.3M0.3%ETFMediumTotowa, NJ2026-10-19
LiftPoint Family Wealth Advisors LLC
66,984$5.3M3.6%ETFMediumFar Hills, NJ2026-11-03
Wealth Architects, LLC
66,551$5.3M0.4%ETFVery LowMountain View, CA2026-11-03
180 Wealth Advisors, LLC
65,760$5.2M0.5%CoreLowFederal Way, WA2026-11-03
Rose Capital Advisors LLC
64,774$5.1M1.2%ETFN/AMiami Beach, FL2026-11-04
Harbor Group, Inc.
64,118$5.1M0.6%ETFVery LowBedford, NH2026-10-14
Elevation Point Wealth Partners, LLC
63,563$5.0M0.1%CoreHighDenver, CO2026-11-05
Telos Capital Management, Inc.
62,620$5.0M0.4%CoreLowSan Diego, CA2026-11-02
Larson Financial Group LLC
62,599$5.0M0.1%GrowthLowSt Louis, MO2026-11-05
Cranbrook Wealth Management, LLC
62,441$4.9M0.9%ETFVery LowBloomfield Hills, MI2026-10-28
Northwest Wealth Management, LLC
62,046$4.9M0.6%ETFLowSpencer, IA2026-10-30
Integrity Advisory Solutions, LLC
61,808$4.9M0.5%ETFMediumDallas, TX2026-10-29
Independent Financial Group, LLC
60,456$4.8M0.1%GrowthLowSan Diego, CA2026-10-13
Market Street Wealth Management Advisors LLC
59,940$4.7M0.7%ETFMediumIndianapolis, IN2026-10-09
Ascentis Independent Advisors
59,590$4.7M0.3%ETFLowDallas, TX2026-11-03
MMA Asset Management LLC
59,473$4.7M1.5%ETFMediumNew York, NY2026-11-02
Narus Financial Partners, LLC
59,454$4.7M1.2%ValueLowSalt Lake City, UT2026-10-19
TSA Wealth Managment LLC
59,194$4.7M1.3%ETFMediumHouston, TX2026-10-22
D.A. Davidson & Co.
59,059$4.7M0.0%CoreLowGreat Falls, MT2026-10-28
Lantz Financial LLC
58,756$4.6M0.8%ETFLowNaperville, IL2026-10-15
Bay Harbor Wealth Management, LLC
57,560$4.6M1.0%ETFMediumHunt Valley, MD2026-11-03
Collective Family Office LLC
56,937$4.5M0.9%ETFLowYork, PA2026-10-05
Polaris Investment Advisors, LLC
56,887$4.5M2.9%ETFMediumFramingham, MA2026-10-20
Lanark Financial, Inc.
56,722$4.5M0.3%CoreMediumBirmingham, AL2026-10-26
McNaughton Wealth Management, LLC
56,605$4.5M1.6%ETFLowSan Diego, CA2026-10-09
Apeiron RIA LLC
56,354$4.4M1.0%ETFMediumDallas, TX2026-10-08
Evolution Wealth Management Inc.
56,077$4.4M2.6%ETFMediumFort Myers, FL2026-10-28
Retirement Wealth Solutions LLC
55,643$4.4M2.3%ETFLowMarshfield, WI2026-10-07
ShoreHaven Wealth Partners, LLC
55,556$4.4M1.3%ETFMediumRed Bank, NJ2026-10-16
Cyndeo Wealth Partners, LLC
54,402$4.3M0.2%CoreMediumSt. Petersburg, FL2026-10-16
ADE, LLC
53,457$4.2M1.7%ETFLowBaltimore, MD2026-10-29
Horst & Graben Wealth Management LLC
52,601$4.2M0.5%ETFMediumPortland, OR2026-11-02
Principal Financial Group Inc
51,972$4.1M0.0%CoreLowDes Moines, IA2026-11-02
Sage Financial Group Inc
51,028$4.0M0.2%ETFVery LowW. Conshohocken, PA2026-10-27
Csenge Advisory Group
50,512$4.0M0.2%ETFMediumClearwater, FL2026-11-04
VestGen Advisors, LLC
50,221$4.0M0.1%GrowthMediumChicago, IL2026-10-27
Gilliland Jeter Wealth Management LLC
49,431$3.9M1.0%GrowthVery LowLittle Rock, AR2026-10-28
Fire Capital Management LLC
48,600$3.8M1.0%GrowthLowSan Francisco, CA2026-10-27
Beam Wealth Advisors, Inc.
48,063$3.8M0.8%ETFMediumCovington, LA2026-11-03
Ascent Group, LLC
47,661$3.8M0.1%CoreLowVirginia Beach, VA2026-10-30
Foundation Wealth Management, LLC
47,374$3.7M2.0%ETFLowClayton, MO2026-10-22
AMG National Trust Bank
46,475$3.7M0.1%ETFLowGreenwood Village, CO2026-11-05
Droms Strauss Advisors Inc
46,212$3.7M0.8%ETFLowSt. Louis, MO2026-11-03
Salus Financial Advisors, LLC
45,652$3.6M1.7%ETFVery LowColorado Springs, CO2026-10-20
Dynamic Wealth Strategies, LLC
45,292$3.6M1.9%ETFLowGranite Bay, CA2026-10-16
Advisory Solutions Group, LLC
43,980$3.5M0.7%ETFN/APlymouth, MN2026-10-14
Patten Group, Inc.
43,813$3.5M0.5%CoreLowChattanooga, TN2026-10-26
BridgePort Financial Solutions, LLC
42,942$3.4M0.8%ETFLowFairfield, IA2026-11-02
SigFig Wealth Management, LLC
42,505$3.4M0.1%ETFLowSan Francisco, CA2026-10-07
Sterling Wealth Management, Inc.
41,180$3.3M0.8%ETFLowChampaign, IL2026-10-23
W Advisors, LLC
40,984$3.2M1.4%CoreLowGermantown, TN2026-11-02
Ifrah Financial Services, Inc.
40,820$3.2M0.8%ETFLowLittle Rock, AR2026-10-13
Bouvel Investment Partners, LLC
40,729$3.2M0.7%Agg GrowthMediumPhoenixville, PA2026-10-13
Cornerstone Planning Group LLC
39,994$3.1M0.4%ETFMediumFairfield, NJ2026-10-16
Clear Creek Financial Management, LLC
39,675$3.1M0.2%ETFMediumSilverdale, WA2026-10-28
Koshinski Asset Management, Inc.
39,549$3.1M0.2%ETFLowDecatur, IL2026-10-29
One Wealth Capital Management, LLC
39,346$3.1M1.2%GrowthMediumScottsdale, AZ2026-10-23
IFP Advisors, Inc
38,988$3.1M0.1%GrowthLowTampa, FL2026-10-16
Forte Asset Management LLC
38,279$3.0M1.2%ETFLowBedford, NY2026-10-13
Firethorn Wealth Partners, LLC
37,859$3.0M1.0%ETFLowAugusta, GA2026-10-14
Revolve Wealth Partners, LLC
35,957$2.8M0.3%ETFVery LowHackensack, NJ2026-10-23
Columbus Macro, LLC
35,193$2.8M0.3%YieldMediumNew Castle, PA2026-10-14
EverSource Wealth Advisors, LLC
34,902$2.8M0.1%CoreMediumBirmingham, AL2026-11-04
Omni 360 Wealth, Inc.
34,648$2.7M1.2%ETFLowPlainsboro, NJ2026-10-13
Centurion Wealth Management LLC
34,382$2.7M0.7%ETFMediumMclean, VA2026-10-13
Braun-Bostich & Associates Inc.
33,587$2.7M1.5%ETFMediumCanonsburg, PA2026-10-20
Ashton Thomas Securities, LLC
33,537$2.7M0.3%ETFMediumRochester, NY2026-10-26
Summit Financial Strategies, Inc.
32,894$2.6M0.2%ETFLowColumbus, OH2026-10-14
Focus Financial Network, Inc.
32,625$2.6M0.1%ETFLowMinneapolis, MN2026-10-14
HB Wealth Management, LLC
32,006$2.5M0.0%IndexVery LowAtlanta, GA2026-10-23
Zenith Solutions, Inc.
30,926$2.4M2.2%ETFN/APhiladelphia, PA2026-10-19
CogentBlue Wealth Advisors, LLC
30,912$2.4M2.3%ETFLowKnoxville, TN2026-10-09
Etesian Wealth Advisors, Inc.
30,566$2.4M0.7%ETFLowWest Linn, OR2026-10-27
Clayton Financial Group LLC
30,112$2.4M1.3%ETFLowSt. Louis, MO2026-10-13
Breakwater Capital Group
29,905$2.4M0.3%ETFLowParamus, NJ2026-10-09
Smart Wealth LLC
29,857$2.4M0.5%ETFHighOmaha, NE2026-11-04
Neumann Capital Management, LLC
29,785$2.4M0.6%GrowthVery LowFoster City, CA2026-10-15
Petersen Hastings Wealth Advisors Inc.
29,729$2.4M0.2%ETFLowKennewick, WA2026-10-27
B. Riley Wealth Advisors, Inc.
29,729$2.4M0.1%GrowthLowMemphis, TN2026-10-13
SWP Financial LLC
29,580$2.3M1.1%ETFMediumEncinitas, CA2026-10-23
Asempa Wealth Advisors
29,401$2.3M1.7%ETFLowBaton Rouge, LA2026-10-07
Absolute Capital Management, LLC
29,351$2.3M0.5%ETFMediumPittsburgh, PA2026-10-16
Oppenheimer & Co Inc
29,301$2.3M0.0%CoreLowNew York, NY2026-10-26
Triad Wealth Partners, LLC
28,891$2.3M0.1%ETFMediumLawrence, KS2026-10-26
Virtus Family Office LLC
28,840$2.3M1.7%Deep ValueMediumEl Paso, TX2026-10-30
American State Bank (Iowa)
28,645$2.3M0.9%GrowthVery LowSioux Center, IA2026-11-03
Gen-Wealth Partners Inc
28,411$2.2M0.6%CoreLowZeeland, MI2026-11-04
Portside Wealth Group, LLC
28,109$2.2M0.2%CoreMediumProvo, UT2026-10-20
American Financial & TAX Strategies Inc
27,930$2.2M1.0%ETFVery LowNew York, NY2026-10-16
Riverbend Wealth Management, LLC
26,917$2.1M1.0%GrowthLowMyrtle Beach, SC2026-10-15
BlueSky Wealth Advisors, LLC
26,649$2.1M0.2%ETFMediumNew Bern, NC2026-10-29
Y-Intercept (Hong Kong) Ltd
26,599$2.1M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Archer Investment Management, LLC
26,355$2.1M0.7%ETFHighAustin, TX2026-10-13
Ridgeline Wealth, LLC
26,224$2.1M1.2%ETFVery LowMesa, AZ2026-10-14
PUREfi Wealth, LLC
26,079$2.1M1.0%GrowthMediumBoston, MA2026-10-19
Ehrlich Financial Group
25,990$2.1M1.1%ETFHighLaguna Niguel, CA2026-10-20
Factor Wealth Management LTD
25,960$2.1M0.3%ETFLowChicago, IL2026-10-08
RFG Advisory, LLC
25,911$2.1M0.0%ETFMediumBirmingham, AL2026-11-03
McAdam, LLC
25,638$2.0M0.1%ETFLowPhiladelphia, PA2026-10-21
Hoxton Planning & Management, LLC
25,377$2.0M0.5%ETFLowShepherdstown, WV2026-10-15
Layline Advisors, LLC
24,516$1.9M1.8%ETFLowRochester, NY2026-11-02
Weil Company, Inc.
24,456$1.9M0.3%ETFLowSan Diego, CA2026-10-14
Wedbush Securities Inc
24,441$1.9K0.0%CoreLowPasadena, CA2026-10-22
First Horizon Corp
24,403$1.9M0.1%CoreLowMemphis, TN2026-10-26
Interchange Capital Partners, LLC
24,289$1.9M0.3%GrowthLowPittsburgh, PA2026-10-28
Rockingstone Advisors LLC
24,175$1.9M0.8%GrowthLowGreat Barrington, MA2026-10-16
Quartz Partners, LLC
23,748$1.9M0.6%GARPMediumSaratoga Springs, NY2026-11-03
Davenport & Co LLC
23,701$1.9M0.0%CoreMediumRichmond, VA2026-10-14
Wingate Wealth Advisors, Inc.
23,562$1.9M0.8%ETFVery LowLexington, MA2026-10-26
Hidden Cove Wealth Management, LLC
23,329$1.8M1.0%GrowthHighBainbridge Island, WA2026-10-19
Gibbs Wealth Management
23,163$1.8M0.2%CoreLowAlpharetta, GA2026-10-22
Rossby Financial, LCC
23,145$1.8M0.3%ETFMediumMelbourne, FL2026-11-05
Mainstream Capital Management LLC
23,023$1.8M1.1%GrowthLowLos Angeles, CA2026-10-23
Portfolio Resources Advisor Group, Inc.
22,940$1.8M1.5%ETFMediumCoral Gables, FL2026-10-20
GGM Financial LLC
22,700$1.8M0.6%ETFMediumColumbus, OH2026-11-05
Commonwealth Retirement Investments LLC
22,654$1.8M0.5%CoreMediumRichmond, VA2026-10-26
Sowell Financial Services LLC
22,262$1.8M0.1%CoreLowNorth Little Rock, AR2026-10-23
Stegner Investment Associates Inc.
22,031$1.7M0.8%ETFVery LowLouisville, KY2026-10-15
Nicholas Hoffman & Company, Llc.
21,937$1.7M0.0%ETFVery LowAtlanta, GA2026-10-30
LexAurum Advisors, LLC
21,769$1.7M0.2%ETFLowOverland Park, KS2026-10-19
Discipline Wealth Solutions, LLC
21,381$1.7M0.1%ETFLowGreenville, SC2026-10-14
Vaquero Private Wealth, LTD
21,293$1.7M0.4%ETFN/ADallas, TX2026-10-27
Essential Investment Partners LLC
21,282$1.7M1.1%GrowthLowEnglewood, CO2026-10-27
M Holdings Securities, Inc.
21,260$1.7M0.7%ETFHighPortland, OR2026-11-03
Independence Bank of Kentucky
21,183$1.7M0.2%GrowthLowOwensboro, KY2026-10-26
One Advisory Partners, LLC
21,078$1.7M0.5%ETFMediumOverland Park, KS2026-10-22
Avidian Wealth Enterprises, LLC
20,763$1.6M0.0%ETFLowHouston, TX2026-10-08
FWG Investments, Llc.
20,454$1.6M0.8%ETFMediumLexington, KY2026-11-03
Sigma Planning Corp
20,419$1.6M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Verus Capital Partners, LLC
20,380$1.6M0.1%GrowthLowScottsdale, AZ2026-11-03
Aprio Wealth Management, LLC
20,101$1.6M0.1%ETFMediumAtlanta, GA2026-10-28
Walleye Partners, LLC
19,854$1.6M1.8%ValueLowMadison, WI2026-10-13
PFG Advisors
19,834$1.6M0.1%ETFMediumPhoenix, AZ2026-10-16
Innova Wealth Partners
19,709$1.6M0.6%ETFHighNewtown, PA2026-10-21
Wilkerson Advisory Group LLC
19,576$1.5M0.5%ETFMediumColumbia, MO2026-10-20
McMill Wealth Management
19,473$1.5M0.4%Deep ValueHighNorfolk, NE2026-11-05
Balefire, LLC
19,454$1.5M0.2%ETFMediumDallas, TX2026-10-09
Foundation Wealth Management, Llc\pa
19,439$1.5M0.5%ETFLowMedia, PA2026-10-14
First Citizens Financial Corp
19,107$1.5M0.6%ETFLowMason City, IA2026-10-02
Quadcap Wealth Management, LLC
18,954$1.5M0.1%ETFLowFrisco, TX2026-11-02
Mycio Wealth Partners, LLC
18,925$1.5M0.3%Deep ValueVery LowPhiladelphia, PA2026-11-04
Asset One Wealth Management LLC
18,834$1.5M0.1%GrowthLowBellevue, WA2026-11-02
BCU Wealth Advisors, LLC
18,621$1.5M0.5%ETFLowVernon Hills, IL2026-10-16
Powerhouse Assets LLC
18,512$1.5M1.2%ETFVery LowLincoln, MA2026-10-19
JDH Wealth Management, LLC
18,424$1.5M0.9%ETFVery LowSanta Rosa, CA2026-10-20
Westside Investment Management, Inc.
18,280$1.4M0.2%GrowthLowSanta Monica, CA2026-11-02
Quest 10 Wealth Builders, Inc.
18,147$1.4M1.1%ETFLowFuquay-Varina, VA2026-11-02
Private Trust Co NA
18,068$1.4M0.1%CoreLowCleveland, OH2026-10-20
Kassira Wealth Management LLC
18,014$1.4M1.1%GrowthMediumKnoxville, TN2026-10-28
Mosley Wealth Management
17,934$1.4M0.4%ETFHighAnaheim, CA2026-10-16
Unique Wealth Strategies, LLC
17,885$1.4M0.5%CoreMediumBurr Ridge, IL2026-10-13
Parallel Advisors, LLC
17,864$1.4M0.0%IndexLowSan Francisco, CA2026-11-03
Sagace Wealth Management LLC
17,760$1.4M0.9%ETFLowSt. Petersburg, FL2026-10-28
Flagship Harbor Advisors, LLC
17,677$1.4M0.1%ETFMediumBoston, MA2026-10-26
Founders Financial Securities LLC
17,635$1.4M0.1%ETFMediumTowson, MD2026-10-28
Sound Financial Strategies Group, LLC
17,624$1.4M0.9%ETFMediumMadison, MS2026-10-30
Citizens Financial Group Inc
17,310$1.4M0.0%GrowthLowProvidence, RI2026-10-23
SeedSafe Financial LLC
16,958$1.3M1.0%ETFVery LowAustin, TX2026-11-02
ASL Financial, LLC
16,861$1.3M0.9%ETFVery LowLos Gatos, CA2026-10-15
Legacy Advisory Services, LLC
16,554$1.3M0.9%ETFMediumExton, PA2026-10-20
Evanson Financial, LLC
16,410$1.3M0.1%ETFN/AMclean, VA2026-10-23
Keybank National Association
16,400$1.3M0.0%CoreLowBrooklyn, OH2026-11-04
Financial Perspectives, Inc
16,325$1.3M0.3%GrowthVery LowMinneapolis, MN2026-11-03
Claro Advisors Inc.
16,314$1.3M0.1%CoreLowBoston, MA2026-11-02
Alterna Wealth Management, Inc
16,050$1.3M0.7%ETFMediumHouston, TX2026-10-27
Fermata Advisors, LLC
16,040$1.3M0.2%ETFLowSonoma, CA2026-10-13
Signal Advisors Wealth, LLC
15,928$1.3M0.1%ETFLowDetroit, MI2026-10-13
Unify Financial Advisors
15,827$1.3M1.1%ETFMediumClearwater, FL2026-11-03
Global Wealth Management Investment Advisory, Inc.
15,799$1.3M0.2%CoreLowFort Lauderdale, FL2026-11-04
Fonville Wealth Management LLC
15,533$1.2M0.2%ETFVery LowRichmond, VA2026-10-28
Luts & Greenleigh Group, Inc.
15,527$1.2M0.9%CoreVery LowBethesda, MD2026-11-05
Blue Zone Wealth Advisors, LLC
15,511$1.2M0.2%MomentumLowLos Angeles, CA2026-10-19
Net Worth Advisory Group
15,443$1.2M0.3%GARPMediumSandy, UT2026-10-20
Old National Bancorp
15,413$1.2M0.0%CoreLowEvansville, IN2026-10-20
MacKenzie Financial Corp
15,316$1.2M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Mesirow Financial Investment Management, Inc.
15,209$1.2M0.0%CoreLowChicago, IL2026-11-05
Caliber Wealth Management, LLC / KS
15,184$1.2M0.1%ETFLowOverland Park, KS2026-11-04
Evergreen Capital Management LLC
15,096$1.2M0.0%GARPMediumBellevue, WA2026-10-23
Fairvoy Private Wealth, LLC
15,013$1.2M0.2%GrowthMediumBirmingham, AL2026-10-19
Hardin Capital Partners, LLC
14,741$1.2M0.6%YieldVery LowGreenville, SC2026-10-09
Loring Wolcott & Coolidge Fiduciary Advisors LLP
14,734$1.2M0.0%GrowthVery LowBoston, MA2026-10-23
Patriot Financial Group Insurance Agency, LLC
14,664$1.2M0.1%GrowthLowWalpole, MA2026-10-14
Atlantic Edge Private Wealth Management, LLC
14,655$1.2M0.2%CoreLowJacksonville, FL2026-10-20
Northland Securities, Inc.
14,512$1.1M0.7%ETFLowMinneapolis, MN2026-11-02
First Heartland Consultants, Inc.
14,507$1.1M0.1%ETFMediumLake St. Louis, MO2026-10-08
J. Derek Lewis & Associates Inc.
14,499$1.1M0.2%ETFLowNewport Beach, CA2026-11-03
Hazlett, Burt & Watson, Inc.
14,333$905.2K0.5%CoreVery LowWheeling, WV2026-11-04
Fiduciary Advisors, Inc.
14,285$1.1M0.8%ETFLowSt. Louis, MO2026-10-16
Ascentis Wealth Management, LLC
14,239$1.1M0.2%Agg GrowthLowDallas, TX2026-11-03
Latitude Advisors, LLC
13,869$1.1M0.3%ETFLowYorkville, IL2026-10-27
Horizon Wealth Management, LLC
13,751$1.1M0.1%ETFVery HighLa Grange, IL2026-11-02
ARK & TLK Investments, LLC
13,673$1.1M0.3%ETFLowOklahoma City, OK2026-10-20
Keeler Thomas Management LLC
13,629$1.1M0.4%CoreHighOrem, UT2026-10-29
Two West Capital Advisors LLC
13,546$1.1M0.5%ETFLowOverland Park, KS2026-10-15
InvesTrust
13,366$1.1M0.4%CoreLowOklahoma City, OK2026-10-14
NWF Advisory Services Inc.
13,320$1.1M0.1%GARPLowLos Angeles, CA2026-10-19
Valeo Financial Advisors, LLC
13,315$1.1M0.0%ETFLowCarmel, IN2026-10-08
Mission Wealth Management, LP
13,116$1.0M0.0%ETFLowSanta Barbara, CA2026-10-15
J.M. Arbour, LLC
13,079$1.0M0.8%CoreHighGardiner, ME2026-11-05
Asset Dedication, LLC
13,069$1.0M0.1%ETFLowSan Francisco, CA2026-11-03
O'Connor Financial Group LLC
13,010$1.0M0.4%ETFLowQuincy, IL2026-10-26
WealthPlan Investment Management, LLC
12,960$1.0M0.0%GrowthMediumOmaha, NE2026-10-15
Capital Investment Advisory Services, LLC
12,818$1.0M0.1%CoreMediumRaleigh, NC2026-10-30
Financial Management Professionals, Inc.
12,744$1.0M0.1%ETFMediumAustin, TX2026-10-23
Silverlake Wealth Management LLC
12,592$996.6K0.2%ETFLowWilliston, VT2026-10-21
Stackstone Wealth, LLC
12,591$996.5K0.1%CoreN/ADubuque, IA2026-10-19
Washington Trust Co
12,582$995.7K0.0%GrowthVery LowWesterly, RI2026-10-22
Opinicus Capital, Inc.
12,311$974.3K0.5%GrowthLowTampa, FL2026-10-28
25 LLC
12,234$968.2K0.3%ETFLowSt. Louis, MO2026-10-13
Tempus Wealth Planning, LLC
11,992$949.1K0.2%ETFMediumIrvine, CA2026-10-14
B.O.S.S. Retirement Advisors, LLC
11,979$948.0K0.3%ETFMediumLehi, UT2026-10-26
Heritage Family Offices, LLP
11,925$943.7K0.3%GrowthHighScottsdale, AZ2026-11-02
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
11,845$937.5K0.0%ETFMediumWestlake, OH2026-10-14
Keystone Wealth Services, LLC
11,804$939.9K0.2%ETFHighPalm Desert, CA2026-11-03
Brighton Jones LLC
11,751$930.0K0.0%CoreVery LowSeattle, WA2026-11-03
Vanguard Capital Wealth Advisors
11,629$920.3K0.6%GrowthMediumDenver, CO2026-10-16
Traveka Wealth, LLC
11,503$910.3K0.3%ETFLowLos Altos, CA2026-10-19
Krilogy Financial LLC
11,496$898.4K0.0%GrowthLowSt. Louis, MO2026-10-13
Fiduciary Alliance LLC
11,454$906.4K0.1%CoreMediumGreenville, SC2026-10-13
Cooper Financial Group
11,152$882.6K0.1%GrowthMediumIrvine, CA2026-10-07
Mission Financial Group, LLC
11,142$881.8K0.7%ETFN/AHonolulu, HI2026-10-21
Beacon Financial Advisory LLC
10,937$865.6K0.2%ETFLowCleveland, OH2026-10-16
Childress Capital Advisors, LLC
10,900$862.6K0.1%GARPMediumHouston, TX2026-10-28
RCS Financial Planning, LLC
10,835$857.5K0.5%ETFMediumAnnapolis, MD2026-10-14
Fort Washington Investment Advisors Inc
10,622$840.6K0.0%CoreLowCincinnati, OH2026-10-15
Arcadia Wealth Management, LLC
10,610$839.7K0.3%ETFLowManchester, NH2026-10-22
Accelerate Investment Advisors LLC
10,585$837.7K0.5%ETFLowAliso Viejo, CA2026-11-02
Foster Group, Inc.
10,537$833.9K0.0%ETFVery LowUrbandale, IA2026-10-13
Lloyd Advisory Services, Llc.
10,385$821.9K0.3%ETFVery HighSuwanee, GA2026-11-02
Laurel OAK Wealth Management, LLC
10,368$820.5K0.1%GrowthLowMarlton, NJ2026-10-19
Midwest Trust Co
10,359$819.8K0.0%CoreLowOverland Park, KS2026-10-22
Mather Group, Llc.
10,287$814.1K0.0%ETFMediumChicago, IL2026-10-14
Accurate Wealth Management, LLC
10,285$810.9K0.1%CoreMediumWesley Chapel, FL2026-10-20
Goelzer Investment Management, Inc.
10,226$809.3K0.0%GrowthLowCarmel, IN2026-10-16
Fragasso Financial Advisors Inc
10,219$799.1K0.0%ETFLowSewickley, PA2026-10-13
Waldron Private Wealth LLC
10,185$806.1K0.0%ETFVery LowBridgeville, PA2026-11-02
Turtle Creek Wealth Advisors, LLC
10,161$804.1K0.0%GrowthLowDallas, TX2026-10-15
StoneX Group Inc.
10,124$801.2K0.0%ETFMediumNew York, NY2026-11-03
Kingswood Wealth Advisors, LLC
10,085$798.1K0.0%GrowthLowSan Diego, CA2026-10-23
Pettinga Financial Advisors LLC
9,926$785.5K0.1%ETFMediumEvansville, IN2026-10-13
Raleigh Capital Management Inc.
9,857$780.1K0.2%CoreMediumCary, NC2026-10-28
Samalin Investment Counsel, LLC
9,849$779.4K0.2%YieldMediumChappaqua, NY2026-10-23
Wealth Quarterback LLC
9,817$776.9K0.2%ETFMediumToms River, NJ2026-10-20
RHS Financial, LLC
9,744$771.1K0.3%ETFMediumSan Francisco, CA2026-10-13
Forvis Mazars Wealth Advisors, LLC
9,661$764.6K0.0%ETFVery LowSpringfield, MO2026-10-13
Certuity, LLC
9,613$760.7K0.0%GARPLowNorth Palm Beach, FL2026-11-02
FSA Wealth Partners, Inc.
9,605$760.1K0.2%ETFHighRockville, MD2026-10-26
Bryn Mawr Trust Advisors, LLC
9,455$748.3K0.0%CoreLowPhiladelphia, PA2026-11-04
Motive Wealth Advisors
9,437$746.8K0.3%ETFVery LowBirmingham, MI2026-10-26
JFS Wealth Advisors, LLC
9,381$742.4K0.0%ETFVery LowHermitage, PA2026-11-03
Altfest L J & Co Inc
9,306$736.5K0.1%ETFHighNew York, NY2026-10-27
Facet Wealth, Inc.
9,287$735.0K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Lodestone Wealth Management LLC
9,021$713.9K0.2%CoreLowSpokane, WA2026-10-14
Montag A & Associates Inc
8,841$699.7K0.0%CoreLowAtlanta, GA2026-10-29
Intrua Financial, LLC
8,819$697.9K0.1%ETFMediumHouston, TX2026-10-28
Bison Wealth, LLC
8,676$678.0K0.1%GrowthMediumAtlanta, GA2026-10-13
Decker Retirement Planning Inc.
8,668$686.0K0.2%Agg GrowthVery HighLevi, UT2026-10-19
Axxcess Wealth Management, LLC
8,602$680.8K0.0%CoreLowCarlsbad, CA2026-10-21
Milestone Asset Management Group, LLC
8,562$677.6K0.3%ETFVery LowAvon, CT2026-10-20
Pinnacle Bancorp, Inc.
8,558$677.3K0.2%CoreVery LowBeatrice, NE2026-10-21
Hutchens & Kramer Investment Management Group, LLC
8,539$675.8K0.2%ETFLowIndianapolis, IN2026-10-16
Visionary Wealth Advisors
8,466$670.0K0.0%ETFLowO'Fallon, IL2026-11-04
Signature Equity Partners, LLC
8,452$668.9K0.2%GrowthMediumColumbus, OH2026-10-29
Sutton Place Investors LLC
8,430$667.2K0.3%ETFLowArmonk, NY2026-10-20
Baker Tilly Wealth Management, LLC
8,429$667.1K0.1%GrowthLowMadison, WI2026-10-05
GHP Investment Advisors, Inc.
8,284$655.6K0.0%CoreVery LowDenver, CO2026-10-15
Aurelius Family Office LLC
8,260$653.7K0.3%ETFVery LowBedford, NH2026-10-23
Spectrum Advisors, Inc.
8,255$653.3K0.5%N/AN/APlano, TX2026-11-03
Physician Wealth Advisors, Inc.
8,243$652.4K0.1%ETFMediumMidvale, UT2026-10-20
Centennial Advisors, LLC
8,221$650.6K0.8%ETFHighAustin, TX2026-10-21
Diversified Management Inc
8,073$638.9K0.1%CoreVery LowMilwaukee, WI2026-10-08
CGN Advisors LLC
8,067$638.4K0.0%ETFLowManhattan, KS2026-10-21
Essex Bank
8,052$637.2K0.1%CoreLowEssex, CT2026-10-16
Friday Financial
7,888$614.3K0.1%ETFVery LowDubuque, IA2026-10-09
Cherry Tree Wealth Management, LLC
7,793$616.7K0.1%ETFVery LowMinnetonka, MN2026-10-15
Harbour Capital Advisors, LLC
7,709$610.1K0.1%GrowthLowTysons Corner, VA2026-10-13
Creative Capital Management Investments LLC
7,590$600.7K0.1%ETFLowSan Diego, CA2026-10-28
HUB Investment Partners, LLC
7,530$595.9K0.0%GrowthLowAustin, TX2026-11-03
Balance Wealth Partners LLC
7,515$594.7K0.1%ETFMediumWorthington, OH2026-10-27
Uptick Partners, LLC
7,506$594.0K0.1%ETFLowNacogdoches, TX2026-11-04
GFS Advisors, LLC
7,482$592.0K0.1%CoreLowHouston, TX2026-11-03
Semus Wealth Partners LLC
7,456$590.0K0.3%GrowthLowBoca Raton, FL2026-10-22
Lauterbach Financial Advisors, LLC
7,427$587.8K0.3%ETFVery LowEl Paso, TX2026-10-21
Cassilly Financial Group LLC
7,361$582.6K0.4%ETFLowSeverna Park, MD2026-10-07
Wedmont Private Capital
7,290$568.4K0.0%IndexVery LowWest Chester, PA2026-10-09
Beacon Financial Group
7,279$576.1K0.1%ETFMediumDallas, TX2026-10-19
Novem Group
7,273$575.6K0.1%ETFMediumRochester, NY2026-10-19
Security Financial Services, Inc.
7,249$573.7K0.1%ETFMediumFort Wayne, IN2026-10-29
Aerodigm Wealth, LLC
7,177$568.0K0.2%ETFLowLake Oswego, OR2026-10-16
SBK Financial, Inc.
7,165$567.1K0.3%N/AN/ARichmond, VA2026-11-02
Heck Capital Advisors, LLC
7,086$560.8K0.0%ETFMediumRhinelander, WI2026-10-14
SwitchPoint Financial Planning, LLC
7,061$558.8K0.3%ETFVery LowLehi, UT2026-11-02
Michels Family Financial, LLC
6,986$552.8K0.3%ETFLowFort Worth, TX2026-11-02
Avantra Family Wealth, Inc.
6,929$548.4K0.3%CoreMediumMechanicsburg, PA2026-10-20
Kestra Investment Management, LLC
6,920$547.7K0.0%ETFMediumAustin, TX2026-11-04
LifeSteps Financial, Inc.
6,872$543.8K0.3%ETFLowClaremont, CA2026-10-15
MSH Capital Advisors LLC
6,845$541.7K0.1%CoreLowScottsdale, AZ2026-11-03
Montis Financial, LLC
6,836$541.0K0.1%ETFLowWaltham, MA2026-11-04
Gamma Investing LLC
6,804$538.5K0.0%IndexVery LowFoster City, CA2026-10-08
Trust Co of Vermont
6,701$530.3K0.0%CoreVery LowBrattleboro, VT2026-10-21
Lifelong Wealth Advisors, Inc.
6,690$529.4K0.1%ETFLowArden Hills, MN2026-10-19
Aegis Wealth Management, Inc.
6,676$528.3K0.3%ETFMediumGuthrie Center, IA2026-10-26
Well Done, LLC
6,629$524.6K0.1%ETFLowHolland, MI2026-10-20
Midwest Heritage Bank, FSB
6,602$522.5K0.2%ETFVery LowWest Des Moines, IA2026-10-26
Partners Wealth Management, LLC
6,407$507.1K0.1%CoreLowCarmel By The Sea, CA2026-10-28
Legacy Wealth Partners, LLC
6,376$504.6K0.1%ETFHighLakewood, CO2026-10-15
Integrated Advisors Network LLC
6,374$504.5K0.0%GrowthMediumDallas, TX2026-10-20
Trust Point Inc.
6,369$504.0K0.0%CoreMediumLa Crosse, WI2026-10-27
Allegiance Financial Group Advisory Services LLC
6,337$501.5K0.1%ETFLowVienna, VA2026-11-02
Plante Moran Financial Advisors, LLC
6,332$501.1K0.0%ETFVery LowSouthfield, MI2026-11-04
Aaron Wealth Advisors LLC
6,331$501.1K0.0%GrowthMediumChicago, IL2026-10-13
MassMutual Private Wealth & Trust, FSB
6,300$498.6K0.0%CoreLowSpringfield, MA2026-10-05
Squire Investment Management Company, LLC
6,222$492.4K0.1%ETFVery LowOrem, UT2026-11-03
Cassaday & Co Wealth Management LLC
6,214$491.8K0.0%ETFVery LowMclean, VA2026-10-27
Pines Wealth Management, LLC
6,205$491.1K0.1%GrowthLowSouthern Pines, NC2026-10-21
Wright Wealth LLC
6,154$487.0K0.3%ETFLowAtlanta, GA2026-10-29
True Private Wealth Advisors
6,127$485.0K0.0%ETFMediumSalem, OR2026-10-19
Quarry Hill Advisors, LLC
6,120$484.3K0.2%ETFVery LowSt Paul, MN2026-11-04
Basso Capital Management, L.P.
6,067$480.1K0.1%ETFMediumStamford, CT2026-10-30
Tanglewood Wealth Management, Inc.
5,972$472.6K0.0%ETFMediumHouston, TX2026-10-23
A4 Wealth Advisors LLC
5,948$470.7K0.3%ETFHighHuntersville, NC2026-10-20
Hilltop National Bank
5,876$465.0K0.1%CoreLowCasper, WY2026-10-14
Fifth Third Securities, Inc.
5,875$465.0K0.0%ETFLowCincinnati, OH2026-10-21
Center for Financial Planning, Inc.
5,861$463.8K0.0%ETFLowSouthfied, MI2026-10-26
BAM Wealth Management, LLC
5,798$458.9K0.2%ETFHighLakewood, CO2026-10-15
Capstone Wealth Management, LLC
5,769$456.6K0.2%ETFLowTuscaloosa, AL2026-11-02
Hippocratic Financial Advisors, LLC
5,755$455.5K0.2%ETFLowWestlake Village, CA2026-10-13
Americana Partners, LLC
5,752$455.2K0.0%CoreMediumHouston, TX2026-10-28
Conning Inc.
5,670$448.7K0.0%CoreMediumHartford, CT2026-10-27
Crescent Grove Advisors, LLC
5,622$444.9K0.0%ETFLowLake Forest, IL2026-10-21
Cap Partners, LLC
5,577$441.4K0.2%ETFLowFranklin, TN2026-10-19
Meridian Wealth Management, LLC
5,515$436.5K0.0%GrowthLowLexington, KY2026-11-05
Intelligence Driven Advisers, LLC
5,414$428.5K0.1%ETFLowCarlsbad, CA2026-10-09
Carmel Capital Partners, LLC
5,384$426.1K0.2%ValueMediumSan Diego, CA2026-11-03
XY Planning Network, Inc.
5,381$425.9K0.0%ETFLowBozeman, MT2026-10-14
Alpine Bank Wealth Management
5,258$416.1K0.1%ETFHighGrand Junction, CO2026-10-16
World Equity Group, Inc.
5,257$416.1K0.2%GrowthMediumSchaumburg, IL2026-10-14
Cornerstone Wealth Management, LLC
5,250$415.4K0.0%ETFVery LowSt. Peters, MO2026-11-04
International Assets Investment Management, LLC
5,240$408.1K0.0%CoreVery HighOrlando, FL2026-11-02
Sage Mountain Advisors LLC
5,199$411.4K0.0%ETFLowAtlanta, GA2026-11-02
Prime Capital Investment Advisors, LLC
5,182$410.1K0.0%ETFLowOverland Park, KS2026-10-20
Cape Investment Advisory, Inc.
5,109$404.3K0.1%ETFLowMcdonough, GA2026-10-13
Global View Capital Management LLC
5,104$403.9K0.1%ETFHighWaukesha, WI2026-10-28
Town Capital LLC
5,103$403.9K0.3%ETFHighBel Air, MD2026-11-03
Reap Financial Group, LLC
5,083$402.3K0.1%ETFLowAustin, TX2026-11-02
Grimes & Co Wealth Management, LLC
5,082$402.2K0.0%CoreLowWestborough, MA2026-10-29
SeaCrest Wealth Management, LLC
5,050$399.7K0.0%GrowthLowPurchase, NY2026-10-21
James J. Burns & Company, LLC
5,049$399.6K0.0%ETFVery LowMelville, NY2026-10-22
Elevation Wealth Management LLC
4,968$393.1K0.3%Agg GrowthLowEden Prairie, MN2026-11-02
Hobbs Wealth Management, LLC
4,914$388.9K0.3%ETFLowZionsville, IN2026-10-20
Stonebridge Financial Group, LLC
4,870$385.4K0.0%ETFMediumWormleysburg, PA2026-10-01
Calamos Wealth Management LLC
4,868$385.3K0.0%GrowthMediumNaperville, IL2026-11-02
Sanchez Gaunt Capital Management, LLC
4,784$378.6K0.2%ETFN/AReno, NV2026-11-03
Elevation Wealth Partners, LLC
4,764$377.0K0.1%ETFLowWalnut Creek, CA2026-10-07
Marino, Stram & Associates LLC
4,664$369.1K0.1%ETFVery LowBraintree, MA2026-10-22
Fiscal Wisdom Wealth Management, LLC
4,662$369.0K0.4%ETFMediumCanton, CT2026-10-16
Flagstar Securities, Inc
4,656$368.4K0.1%ETFVery LowNew York, NY2026-10-15
Stirlingshire Investments, Inc.
4,655$368.4K0.3%ETFMediumNew York, NY2026-11-05
Shotwell Rutter Baer Inc
4,608$364.7K0.2%ETFVery LowLansing, MI2026-10-14
Kelly Financial Group LLC
4,597$363.8K0.1%ETFLowWethersfield, CT2026-10-16
Culbertson A N & Co Inc
4,595$363.6K0.0%CoreVery LowCharlottesville, VA2026-10-21
Legacy Wealth Asset Management, LLC
4,593$363.5K0.1%GARPMediumWoodbury, MN2026-10-09
Cambridge Financial Group, LLC
4,589$351.3K0.1%ETFLowTucson, AZ2026-10-06
Palisade Asset Management, LLC
4,578$362.3K0.0%CoreVery LowMinneapolis, MN2026-11-03
Soltis Investment Advisors LLC
4,549$360.0K0.0%CoreMediumSt. George, UT2026-10-28
Lantern Wealth Advisors, LLC
4,528$358.4K0.2%GrowthLowMelville, NY2026-10-22
Advisor OS, LLC
4,478$354.4K0.0%ETFMediumChicago, IL2026-11-03
Able Financial Group, LLC
4,448$352.0K0.1%ETFLowScottsdale, AZ2026-10-14
Washington Trust Bank
4,412$349.2K0.0%CoreLowSpokane, WA2026-11-03
Glenview Trust Co
4,392$347.6K0.0%GrowthVery LowLouisville, KY2026-10-28
Canandaigua National Bank & Trust Co
4,338$343.3K0.0%CoreVery LowCanandaigua, NY2026-10-07
Dala Group, LLC
4,280$338.7K0.3%ETFMediumHoffman Estates, IL2026-10-29
Arlington Trust Co LLC
4,258$337.0K0.0%ETFMediumBirmingham, AL2026-10-20
O'Keefe Stevens Advisory, Inc.
4,240$335.6K0.1%ValueLowRochester, NY2026-10-09
Focused Alpha, LLC
4,206$332.9K0.1%CoreMediumDenver, CO2026-10-20
Venture Visionary Partners LLC
4,195$332.0K0.0%CoreLowSylvania, OH2026-10-07
Busey Bank
4,183$331.0K0.0%GrowthVery LowUrbana, IL2026-10-26
Moneco Advisors, LLC
4,105$324.9K0.0%ETFLowFairfield, CT2026-11-05
Monument Capital Management
4,101$324.6K0.1%GARPHighAlexandria, VA2026-10-09
Prosperity Planning, Inc.
4,083$323.1K0.1%ETFVery LowNorth Kansas City, MO2026-10-09
Gainline Financial Partners, LLC
4,081$323.0K0.3%ETFN/ALouisville, CO2026-10-15
Liberty Atlantic Advisors LLC
4,007$317.1K0.2%ETFLowOlympia, WA2026-10-14
LongView Wealth Management
3,971$314.3K0.1%ETFLowAtlanta, GA2026-10-19
Versant Capital Management, Inc
3,905$309.0K0.0%GARPLowPhoenix, AZ2026-10-02
Bank Julius Baer & Co. Ltd, Zurich
3,852$304.8K0.0%GrowthMediumZurich, Switzerland2026-10-29
Compass Financial Group, Inc. (Ohio)
3,828$302.9K0.2%ETFMediumDublin, OH2026-10-19
Merkkuri Wealth Advisors LLC
3,804$301.1K0.2%ETFMediumHicksville, NY2026-11-03
Bedminster, LLC
3,801$300.8K0.3%ETFMediumBluffton, SC2026-11-04
Blue Capital, Inc.
3,787$299.7K0.2%CoreHighOmaha, NE2026-10-13
Next Level Private LLC
3,783$299.4K0.1%CoreVery LowHarrison, NY2026-10-20
Adirondack Capital Advisors, LLC
3,778$299.0K0.2%ETFVery LowSyracuse, NY2026-10-09
Spinnaker Investment Group, LLC
3,774$298.7K0.0%ETFLowNewport Beach, CA2026-10-13
Obermeyer Wealth Partners
3,761$297.6K0.0%GrowthLowAspen, CO2026-10-21
Winthrop Advisory Group LLC
3,760$297.6K0.0%ETFVery LowBoston, MA2026-10-22
Lockerman Financial Group, Inc.
3,756$297.3K0.4%ETFMediumNewport Beach, CA2026-10-19
Davidson Trust Co
3,703$293.1K0.1%CoreLowSeattle, WA2026-10-09
Synergy Asset Management, LLC
3,653$289.1K0.0%GrowthHighVancouver, WA2026-11-05
SmartHarvest Portfolios, LLC
3,645$288.5K0.1%GrowthLowSeattle, WA2026-10-26
Pacific Asset Management, LLC
3,638$287.9K0.1%ETFVery LowGig Harbor, WA2026-10-15
Clark Asset Management, LLC
3,631$287.3K0.0%ETFVery LowStratham, NH2026-10-19
MKT Advisors LLC
3,605$281.1K0.1%ETFLowCarlsbad, CA2026-10-20
Nixon Peabody Trust Co
3,575$282.9K0.0%GrowthLowBoston, MA2026-10-23
Radnor Capital Management, LLC
3,561$281.8K0.0%CoreLowWayne, PA2026-10-23
Atlatl Advisers LLC
3,560$281.7K0.1%Agg GrowthHighMadison, WI2026-10-22
Trilogy Capital Inc.
3,551$281.0K0.0%ETFMediumIrvine, CA2026-10-20
Sound Income Strategies, LLC
3,483$271.6K0.0%YieldMediumFt Lauderdale, FL2026-10-09
Simon Quick Advisors, LLC
3,454$273.4K0.0%ETFLowMorristown, NJ2026-10-26
Huntleigh Advisors, Inc.
3,440$272.2K0.0%GrowthMediumSt. Louis, MO2026-11-03
Capital Investment Advisors, LLC
3,408$269.7K0.0%CoreLowAtlanta, GA2026-10-22
Gordian Advisors LLC
3,407$269.7K0.2%ETFVery LowTucson, AZ2026-10-30
Journey Advisory Group, LLC
3,358$265.8K0.0%CoreMediumCovington, KY2026-11-04
Foundry Financial Group, Inc.
3,317$262.5K0.1%ETFLowLaconia, NH2026-10-28
Carlton Hofferkamp & Jenks Wealth Management, LLC
3,309$262.3K0.1%ETFLowThe Woodlands, TX2026-10-21
Atlas Private Wealth Advisors
3,287$260.1K0.1%ETFLowRed Bank, NJ2026-10-23
American National Bank & Trust
3,262$258.2K0.0%CoreVery LowWichita Falls, TX2026-10-07
City Holding Co
3,260$258.0K0.0%CoreLowCharleston, WV2026-10-19
Commonwealth Financial Services, LLC
3,257$257.7K0.0%ETFMediumVienna, WV2026-10-20
Instrumental Wealth, LLC
3,244$256.8K0.1%ETFLowTampa, FL2026-10-20
Networth Advisors, LLC
3,237$256.2K0.1%ETFMediumCanonsburg, PA2026-11-03
LVW Advisors, LLC
3,198$253.1K0.0%CoreMediumPittsford, NY2026-10-19
Fidelity D & D Bancorp Inc
3,176$251.3K0.1%ETFVery LowScranton, PA2026-11-05
Arwa LLC
3,157$248.9K0.1%ETFMediumFort Worth, TX2026-10-21
Root Financial Partners, LLC
3,155$249.7K0.0%ETFMediumEncinitas, CA2026-10-21
Madson Wealth Advisors Inc
3,117$246.7K0.2%ETFLowSanta Rosa, CA2026-10-13
Entrewealth, LLC
3,097$245.1K0.1%ETFLowAustin, TX2026-10-14
Symphony Financial, Ltd. Co.
3,064$244.0K0.0%GrowthLowHouston, TX2026-10-22
Strategy Asset Managers LLC
3,047$241.1K0.0%CoreLowPasadena, CA2026-10-14
Avestar Capital, LLC
3,043$240.8K0.0%GrowthLowNew York, NY2026-10-28
Optimist Retirement Group LLC
3,028$239.6K0.1%ValueLowBellevue, WA2026-10-30
Frontier Asset Management, LLC
3,016$238.7K0.0%ETFLowSheridan, WY2026-10-28
Integral Investment Advisors, Inc.
3,000$237.4K0.1%ETFVery LowTurlock, CA2026-11-03
Eclectic Associates Inc
2,992$236.8K0.0%ETFVery LowFullerton, CA2026-10-09
Bahl & Gaynor LLC
2,977$235.6K0.0%CoreLowCincinnati, OH2026-11-05
Acorn Wealth Advisors, LLC
2,962$234.4K0.1%ETFLowGrand Blanc, MI2026-10-19
Avior Wealth Management, LLC
2,937$232.4K0.0%ETFMediumOmaha, NE2026-10-13
Dynamic Advisor Solutions LLC
2,908$230.2K0.0%ETFLowPhoenix, AZ2026-10-13
Shearwater Capital LLC
2,898$229.3K0.1%ETFVery LowDenver, CO2026-10-13
AdvisorNet Financial, Inc
2,869$225.0K0.0%ETFLowMinnetonka, MN2026-10-15
Klein Pavlis & Peasley Financial, Inc.
2,857$226.1K0.1%ValueMediumIrvine, CA2026-10-13
Piedmont Capital Management, LLC
2,853$225.8K0.1%CoreLowGreensboro, NC2026-10-21
Summit Global Investments
2,850$2260.0%CoreMediumBountiful, UT2026-10-28
Summit Wealth Group LLC / Co
2,843$225.0K0.0%ETFHighColorado Springs, CO2026-10-29
Grey Fox Wealth Advisors, LLC
2,833$224.2K0.0%ETFLowRockland, DE2026-11-03
Pinnacle Associates LTD
2,826$223.6K0.0%CoreLowNew York, NY2026-10-20
OAK Family Advisors, LLC
2,820$223.2K0.1%CoreMediumChicago, IL2026-10-19
Sapient Capital LLC
2,808$222.2K0.0%GrowthMediumIndianapolis, IN2026-10-08
Cannon Financial Strategists, Inc.
2,770$219.2K0.0%ETFVery LowAthens, GA2026-10-19
Richmond Investment Services, LLC
2,765$218.8K0.1%ETFLowMequon, WI2026-10-29
Hobart Private Capital, LLC
2,764$218.7K0.0%ETFMediumCharlotte, NC2026-10-19
Moisand Fitzgerald Tamayo, LLC
2,760$218.4K0.0%ETFVery LowOrlando, FL2026-10-15
Ballentine Capital Advisors, Inc
2,754$218.0K0.1%ETFVery LowGreenville, SC2026-10-14
Kuhn & Co Investment Counsel
2,731$216.1K0.1%CoreLowChicago, IL2026-10-29
Total Clarity Wealth Management, Inc.
2,691$213.0K0.0%ETFMediumSt. Charles, IL2026-10-26
Fulton Bank, N.A.
2,677$211.9K0.0%CoreLowLancaster, PA2026-10-14
Dynamic Financial Group
2,676$211.8K0.2%ETFLowCedar Falls, IA2026-10-28
Courage Miller Partners, LLC
2,600$205.8K0.1%ETFVery LowNorfolk, VA2026-10-21
JGP Wealth Management, LLC
2,597$205.5K0.0%CoreLowBend, OR2026-10-13
BCS Wealth Management
2,596$205.4K0.0%ETFVery LowJohnson City, TN2026-11-03
Canandaigua National Trust Co of Florida
2,585$204.6K0.1%CoreLowCanandaigua, NY2026-10-07
Center For Asset Management LLC
2,582$204.3K0.1%ETFMediumPalm Beach Gardens, FL2026-10-16
Retirement Solution LLC
2,560$202.6K0.0%ETFMediumRedmond, WA2026-10-27
Private Client Services, LLC
2,545$201.4K0.1%ETFMediumLouisville, KY2026-10-02
Procyon Advisors, LLC
2,539$200.9K0.0%CoreVery LowShelton, CT2026-10-21
Rosenberg Matthew Hamilton
2,535$200.6K0.0%ETFVery LowGrand Junction, CO2026-10-05
Equitable Trust Co
2,528$200.1K0.0%CoreLowNashville, TN2026-10-13
MeadowBrook Investment Advisors LLC
2,495$197.3K0.2%CoreLowLivonia, MI2026-10-29
Balentine LLC
2,462$194.8K0.0%ETFLowAtlanta, GA2026-11-03
Tounjian Advisory Partners, LLC
2,421$191.6K0.1%GrowthHighFort Myers, FL2026-11-04
UMB Private Wealth Management, LLC
2,349$185.9K0.2%GrowthN/AKansas City, MO2026-10-19
S.A. Mason LLC
2,291$181.3K0.1%GrowthVery LowHolland, MI2026-10-13
Triumph Capital Management
2,283$180.7K0.0%ETFMediumDenver, CO2026-10-14
Farmers & Merchants Investments Inc
2,212$175.1K0.0%CoreVery LowLincoln, NE2026-10-22
Buck Wealth Strategies, LLC
2,186$173.0K0.0%ValueMediumDenver, CO2026-10-28
Team Financial Group, LLC
2,113$167.2K0.1%ETFLowTemecula, CA2026-10-30
Main Street Group, LTD
1,968$155.7K0.0%ETFMediumGlen Allen, VA2026-10-28
Blue Bell Private Wealth Management, LLC
1,918$151.8K0.0%YieldVery LowBlue Bell, PA2026-10-29
Angeles Wealth Management, LLC
1,910$151.2K0.0%ETFLowSanta Monica, CA2026-10-26
Wilmington Savings Fund Society, FSB
1,865$147.6K0.0%CoreLowWilmington, DE2026-10-23
Clark Wealth Partners
1,855$146.8K0.1%ETFVery LowO'Fallon, IL2026-10-19
Armstrong Advisory Group, Inc
1,838$145.5K0.0%ETFHighNeedham, MA2026-10-09
Jnba Financial Advisors
1,792$141.8K0.0%ETFMediumBloomington, MN2026-11-03
William Mack & Associates, Inc.
1,720$136.1K0.0%ETFLowTroy, MI2026-10-27
Gilpin Wealth Management, LLC
1,610$127.4K0.1%GrowthLowDenver, CO2026-10-09
Tompkins Financial Corp
1,467$116.1K0.0%CoreLowIthaca, NY2026-10-05
Indiana Trust & Investment Management Co
1,406$111.3K0.0%GrowthLowMishawaka, IN2026-10-22
Oakworth Capital, Inc.
1,391$110.1K0.0%ETFLowBirmingham, AL2026-10-26
Bfsg, LLC
1,388$109.9K0.0%CoreLowIrvine, CA2026-10-30
Navigoe, LLC
1,348$106.0K0.1%ETFVery LowRedondo Beach, CA2026-11-04
High Note Wealth, LLC
1,330$105.3K0.0%ETFVery LowDeephaven, MN2026-10-27
Signaturefd, LLC
1,326$105.0K0.0%IndexLowAtlanta, GA2026-10-23
Financial Network Wealth Advisors LLC
1,229$97.3K0.1%ETFLowMurray, UT2026-10-28
NBT Bank, N.A.
1,209$95.7K0.0%CoreLowNorwich, NY2026-10-21
Hoey Investments, Inc
1,173$92.8K0.0%Agg GrowthLowCoatesville, PA2026-10-29
City State Bank
1,060$83.9K0.0%GrowthVery LowNorwalk, IA2026-10-20
Harbor Investment Advisory, LLC
1,060$83.9K0.0%GrowthLowLutherville, MD2026-10-13
Elevated Capital Advisors, LLC
1,048$82.9K0.0%ETFMediumSandy, UT2026-11-04
Princeton Global Asset Management LLC
1,032$81.7K0.0%GrowthLowPrinceton, NJ2026-10-21
Owl Creek Wealth Partners LLC
1,000$79.1K0.0%IndexLowGreenwood Village, CO2026-10-20
Ares Financial Consulting, LLC
967$76.5K0.1%CoreLowCalabasas, CA2026-10-19
Financial Consulate, Inc
905$71.6K0.0%ETFLowHunt Valley, MD2026-10-23
Bangor Savings Bank
891$70.5K0.0%ETFLowBangor, ME2026-10-06
Community Financial Services Group, LLC
875$68.1K0.0%GrowthLowNewport, VT2026-10-15
Halbert Hargrove Global Advisors, LLC
871$69.0K0.0%ETFLowLong Beach, CA2026-10-16
Compass Financial Management LLC
851$67.3K0.0%CoreN/ATampa, FL2026-10-30
Powell Investment Advisors, LLC
830$65.7K0.0%ETFVery LowMiami, FL2026-10-22
Morling Financial Advisors, LLC
825$65.3K0.0%ETFLowFremont, CA2026-10-28
Advocate Investing Services LLC
769$60.9K0.0%ETFLowWoodbine, MD2026-10-26
Pension & Wealth Management Advisors, Inc.
700$55.4K0.0%ETFLowWaltham, MA2026-10-16
Dorato Capital Management
692$54.0K0.0%ValueVery LowDenver, CO2026-10-08
Rydar Equities, Inc.
675$52.7K0.0%CoreVery LowWeatherford, TX2026-10-13
First Community Trust NA
659$52.2K0.0%GrowthLowDubuque, IA2026-10-07
Abound Wealth Management
653$51.7K0.0%ETFVery LowFranklin, TN2026-10-26
Hurley Capital, LLC
652$51.6K0.0%GARPMediumNew York, NY2026-11-05
Highline Wealth Partners LLC
642$50.8K0.0%ETFMediumSherman Oaks, CA2026-10-19
Signature Resources Capital Management, LLC
629$49.8K0.0%ETFLowNewport Beach, CA2026-10-16
Rossmore Private Capital
616$48.8K0.0%CoreLowGlastonbury, CT2026-10-27
Yankcom Partnership
585$46.3K0.0%CoreVery LowYankton, SD2026-10-15
Caldwell Trust Co
568$45.0K0.0%GrowthLowVenice, FL2026-10-30
Phillips Financial Management, LLC
561$44.5K0.0%ETFVery LowFort Wayne, IN2026-10-19
Coastline Trust Co
540$42.7K0.0%GrowthVery LowProvidence, RI2026-10-01
First Bancorp, Inc
540$42.7K0.0%ValueVery LowDamariscotta, ME2026-10-26
Breakwater Investment Management
528$41.8K0.0%ETFLowSeattle, WA2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
524$41.5K0.1%GrowthMediumIndianapolis, IN2026-10-14
Silver Grove Financial Group, Inc.
506$40.0K0.0%CoreMediumOrchard Park, NY2026-11-05
Birchwood Financial Partners, Inc.
484$38.3K0.0%ETFVery LowBloomington, MN2026-11-02
Cedar Mountain Advisors, LLC
479$37.9K0.0%ETFVery LowLake Oswego, OR2026-10-15
Essential Partners LLC
452$35.8K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Richardson Capital Management LLC
432$34.2K0.0%ETFLowMenomonee Falls, WI2026-10-23
Elyxium Wealth, LLC
419$33.1K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Atwood & Palmer Inc
411$32.5K0.0%CoreVery LowKansas City, MO2026-10-08
Legacy Bridge, LLC
400$31.7K0.0%GrowthVery LowWest Des Moines, IA2026-10-28
Eastern Bank
399$31.6K0.0%GrowthMediumBoston, MA2026-10-05
Brown, Lisle Ings, Inc.
363$28.7K0.0%CoreVery LowProvidence, RI2026-10-16
SYM Financial Corp
362$28.6K0.0%ETFVery LowWinona Lake, IN2026-10-26
Toth Financial Advisory Corp
306$24.2K0.0%CoreLowLeesburg, VA2026-10-08
Nemes Rush Group LLC
303$24.0K0.0%CoreVery LowNovi, MI2026-11-04
Harbor Asset Planning, Inc.
303$24.0K0.0%ETFVery LowBelmont, MA2026-10-23
NorthAvenue LLC
300$23.7K0.0%ETFVery LowColumbus, OH2026-10-29
Union Savings Bank
300$23.7K0.0%CoreLowLitchfield, CT2026-10-14
Fairman Group, LLC
297$23.5K0.0%ETFLowChesterbrook, PA2026-10-26
EPG Wealth Management LLC
287$22.7K0.0%GrowthLowAtlanta, GA2026-11-03
CGC Financial Services, LLC
280$22.2K0.0%ETFLowLake Oswego, OR2026-10-13
Valley National Advisers Inc
267$21.1K0.0%ETFLowBethlehem, PA2026-10-23
Planning Strategies Inc.
253$20.0K0.0%ETFN/ALancaster, PA2026-10-02
Avion Wealth
253$190.0%ETFLowThe Woodlands, TX2026-11-04
Cullen T Bankers, Inc.
218$17.2K0.0%GrowthLowSan Antonio, TX2026-10-28
MTM Investment Management, LLC
216$17.1K0.0%CoreVery LowSpartanburg, SC2026-10-30
Adkins Seale Capital Management LLC
206$16.3K0.0%CoreVery LowShreveport, LA2026-10-27
Archer Investment Corp
201$15.9K0.0%CoreMediumCarmel, IN2026-11-05
Beacon Investment Advisory Services, Inc.
193$15.3K0.0%GrowthLowMorristown, NJ2026-10-13
Murphy & Mullick Capital Management Corp
190$15.0K0.0%GrowthLowSmithtown, NY2026-11-02
Foster Dykema Cabot & Partners, LLC
188$14.9K0.0%GrowthLowWaltham, MA2026-10-30
Reyes Financial Architecture, Inc.
174$13.8K0.0%ETFVery HighSan Diego, CA2026-10-22
GK Wealth Management LLC
170$13.4K0.0%GARPVery HighReno, NV2026-10-09
Kozak & Associates, Inc.
167$13.2K0.0%ETFLowHighlands Ranch, CO2026-10-29
Putney Financial Group LLC
163$12.9K0.0%GrowthLowSan Rafael, CA2026-10-30
Evermay Wealth Management LLC
159$12.6K0.0%ETFLowArlington, VA2026-11-05
United Community Bank
155$12.3K0.0%CoreLowGreenville, SC2026-10-28
Transce3nd, LLC
154$12.2K0.0%GrowthLowBuda, TX2026-10-26
Birch Financial Group, LLC
151$12.0K0.0%CoreLowKeene, NH2026-10-27
First Pacific Financial
149$11.8K0.0%ETFLowVancouver, WA2026-10-14
Mechanics Financial Corp
149$11.8K0.0%CoreVery LowMansfield, OH2026-11-05
Trust Co
147$11.6K0.0%ETFVery LowManhattan, KS2026-10-09
Tower Trust & Investment Co
144$11.4K0.0%GrowthLowDavenport, IA2026-10-28
Glass Jacobson Investment Advisors llc
139$11.0K0.0%ETFLowOwings Mills, MD2026-10-26
Downshift Financial, LLC
137$10.8K0.0%ETFLowBoulder, CO2026-10-13
Godsey & Gibb, Inc
115$9.1K0.0%CoreLowRichmond, VA2026-10-14
Trust Co of Toledo NA
107$8.5K0.0%GrowthVery LowHolland, OH2026-10-16
Simplex Trading, LLC
107$8.5K0.0%CoreVery HighChicago, IL2026-11-04
Adirondack Trust Co
90$7.1K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Grove Bank & Trust
90$7.1K0.0%ETFLowMiami, FL2026-10-08
Richards, Merrill & Peterson, Inc.
86$6.8K0.0%GrowthLowSpokane, WA2026-10-19
Nova Financial LLC
81$6.4K0.0%N/AN/ATucson, AZ2026-11-04
Roxbury Financial LLC
80$6.4K0.0%CoreVery LowMount Arlington, NJ2026-10-01
Laurel Wealth Advisors LLC
77$6.1K0.0%CoreVery LowCharlotte, NC2026-10-27
United Financial Planning Group LLC
66$5.2K0.0%ETFHighHauppauge, NY2026-11-04
1620 Investment Advisors, Inc.
60$4.7K0.0%ValueLowPlymouth, MA2026-11-04
Barnes Dennig Private Wealth Management LLC
51$4.0K0.0%CoreLowCincinnati, OH2026-10-30
Pioneer Family Office, LLC
50$4.0K0.0%ETFMediumNorth Miami Beach, FL2026-10-30
Hilton Head Capital Partners, LLC
50$4.0K0.0%CoreMediumHilton Head Island, SC2026-10-23
Wagner Wealth Management, LLC
48$3.8K0.0%ETFLowGreenville, SC2026-10-21
Hoese & Co LLP
48$3.8K0.0%ETFLowGlencoe, MN2026-10-21
Barrett & Company, Inc.
47$3.7K0.0%ETFLowProvidence, RI2026-10-22
Dhjj Financial Advisors, Ltd.
47$3.7K0.0%ETFVery LowNaperville, IL2026-10-23
POM Investment Strategies, LLC
41$3.2K0.0%ETFVery HighRaleigh, NC2026-10-20
Your Advocates Ltd., LLP
39$3.1K0.0%ETFLowHouston, TX2026-11-03
MJT & Associates Financial Advisory Group, Inc.
38$3.0K0.0%ETFLowMontevideo, MN2026-10-07
Provident Wealth Management, LLC
35$2.8K0.0%ETFVery LowBrentwood, TN2026-10-20
Pillar Financial Advisors, LLC
35$2.8K0.0%ETFVery LowLouisville, KY2026-10-21
Aspect Partners, LLC
33$2.6K0.0%ETFMediumFairfax, VA2026-10-20
Register Financial Advisors LLC
33$2.6K0.0%GARPLowAtlanta, GA2026-10-23
SJS Investment Consulting Inc.
32$2.5K0.0%ETFVery LowSylvania, OH2026-10-26
Markowski Investments
28$2.2K0.0%ETFN/ATampa, FL2026-10-30
Horizon Financial Services, LLC
26$2.1K0.0%ETFLowWinston Salem, NC2026-11-04
KFG LLC
25$2.0K0.0%ETFN/ARapid City, SD2026-11-02
Rachor Investment Advisory Services, LLC
24$1.9K0.0%ETFVery LowLinden, MI2026-10-29
Wolff Wiese Magana LLC
15$1.2K0.0%GrowthLowCarslbad, CA2026-10-15
American Capital Advisory, LLC
12$9500.0%ETFLowKetchum, ID2026-10-28
Prudent Man Investment Management, Inc.
0$40.0%ETFVery LowLouisville, CO2026-11-03
Realta Investment Advisors
0$270.0%GrowthMediumWilmington, DE2026-10-14