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Ishares Msci Eafe Growth ETF (EFG)

CUSIP: 464288885 | NYSE | 2203 institutional holders

Quarters

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

Park Avenue Securities LLC1,865,143
0.0% of portfolio›$223.5K
JB Capital LLC616,596
2.5% of portfolio›$73.9M
Financial Synergies Wealth Advisors, Inc.489,325
4.8% of portfolio›$58.6M
Commonwealth Equity Services, LLC458,730
0.1% of portfolio›$55.0M
Bokf, NA387,938
0.7% of portfolio›$46.5M
Kestra Advisory Services, LLC380,617
0.1% of portfolio›$45.6M
Truist Financial Corp341,267
0.0% of portfolio›$40.9M
NBT Bank, N.A.296,711
2.4% of portfolio›$35.6M
Choreo, LLC281,797
0.3% of portfolio›$33.8M
Cambridge Investment Research Advisors, Inc.274,226
0.0% of portfolio›$32.9K
Sofi Wealth, LLC268,091
1.2% of portfolio›$32.1M
Atria Investments, Inc261,207
0.3% of portfolio›$31.3M
Vise Technologies, Inc.252,876
0.3% of portfolio›$30.3M
Wealth Enhancement Advisory Services, LLC248,595
0.0% of portfolio›$29.6M
Waller Financial Planning Group, Inc233,873
5.7% of portfolio›$28.0M
Affinity Capital Advisors, LLC231,449
3.3% of portfolio›$27.8M
Integrity Alliance, Llc.230,535
0.8% of portfolio›$27.6M
Lido Advisors, LLC197,196
0.1% of portfolio›$23.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management196,701
0.3% of portfolio›$23.6M
Shakespeare Wealth Management, LLC191,670
4.4% of portfolio›$23.0M
Creative Planning183,716
0.0% of portfolio›$22.0M
RTD Financial Advisors, Inc.179,564
2.4% of portfolio›$21.5M
Cassaday & Co Wealth Management LLC177,147
0.4% of portfolio›$21.2M
Seneca Financial Advisors LLC171,442
5.4% of portfolio›$20.5M
MGO One Seven LLC166,949
0.3% of portfolio›$20.0M
Wakefield Asset Management Lllp161,310
4.4% of portfolio›$19.3M
Cerro Pacific Wealth Advisors LLC158,451
4.1% of portfolio›$19.0M
Robinswood Financial LLC150,667
5.5% of portfolio›$17.8M
Kestra Private Wealth Services, LLC150,570
0.2% of portfolio›$18.0M
Stone House Investment Management, LLC144,889
2.3% of portfolio›$17.4M
Farther Finance Advisors, LLC140,173
0.1% of portfolio›$16.8M
SteelPeak Wealth, LLC138,944
0.4% of portfolio›$16.6M
Strategic Blueprint, LLC138,693
0.8% of portfolio›$16.6M
Kingdom Financial Group Llc.134,078
4.0% of portfolio›$16.1M
Citigroup Inc130,192
0.0% of portfolio›$15.6M
Watershed Private Wealth LLC129,321
4.2% of portfolio›$15.5M
Sharkey, Howes & Javer129,299
1.9% of portfolio›$15.5M
Trust Co of Toledo NA127,837
1.2% of portfolio›$15.3M
Ashton Thomas Private Wealth, LLC115,127
0.3% of portfolio›$13.8M
Greenleaf Trust113,828
0.1% of portfolio›$13.6M
Courier Capital LLC110,696
0.7% of portfolio›$13.3M
Diversify Advisory Services, LLC109,961
0.2% of portfolio›$13.1M
Diversify Wealth Management, LLC109,961
0.2% of portfolio›$13.1M
Key FInancial Inc105,012
2.1% of portfolio›$12.6M
Financial Life Advisors104,336
3.5% of portfolio›$12.5M
Simplicity Wealth,LLC103,452
0.4% of portfolio›$12.4M
Avior Wealth Management, LLC102,123
0.3% of portfolio›$12.2M
LifeWealth Investments, LLC99,523
3.3% of portfolio›$11.9M
Concurrent Investment Advisors, LLC98,746
0.1% of portfolio›$11.8M
MLG Wealth Management DBA Pine Grove Financial Group97,712
1.1% of portfolio›$11.7M
Aventus Investment Advisors, Inc.97,577
8.5% of portfolio›$11.7M
Trek Financial, LLC93,716
0.5% of portfolio›$11.2M
Client 1ST Advisory Group, LLC92,237
2.8% of portfolio›$11.1M
Lineweaver Wealth Advisors, LLC89,326
1.2% of portfolio›$10.7M
IFP Advisors, Inc87,894
0.2% of portfolio›$10.5M
Swmg, LLC86,629
2.2% of portfolio›$10.3M
Eagle Strategies LLC86,379
1.0% of portfolio›$10.4M
Cardinal Strategic Wealth Guidance83,586
2.3% of portfolio›$10.0M
Howard Bailey Securities, LLC80,492
3.7% of portfolio›$9.6M
Apollon Wealth Management, LLC74,475
0.1% of portfolio›$8.9M
Pinnacle Wealth Planning Services, Inc.73,681
0.9% of portfolio›$8.8M
Cranbrook Wealth Management, LLC73,032
1.7% of portfolio›$8.8M
Ocean Park Asset Management, LLC72,975
0.5% of portfolio›$8.7M
Brookstone Capital Management71,326
0.1% of portfolio›$8.5M
VestGen Advisors, LLC64,574
0.2% of portfolio›$7.7M
Trust Point Inc.61,918
0.6% of portfolio›$7.4M
Procyon Advisors, LLC60,960
0.3% of portfolio›$7.3M
Sagespring Wealth Partners, LLC60,300
0.1% of portfolio›$7.2M
West Wealth Group, LLC60,207
1.1% of portfolio›$7.2M
Lodestar Private Asset Management LLC59,641
0.6% of portfolio›$7.1M
Beam Wealth Advisors, Inc.59,097
1.5% of portfolio›$7.1M
Midwest Capital Advisors, LLC58,405
2.5% of portfolio›$7.0M
Norris Perne & French LLP58,006
0.3% of portfolio›$7.0M
Cypress Wealth Services, LLC57,845
0.8% of portfolio›$7.0M
White Pine Investment Co57,398
0.0% of portfolio›$6.9K
Key Capital Management, Inc57,007
2.5% of portfolio›$6.8M
Sovran Advisors, LLC56,627
0.5% of portfolio›$6.8M
Nicholas Hoffman & Company, Llc.55,431
0.1% of portfolio›$6.6M
Elevation Point Wealth Partners, LLC55,059
0.1% of portfolio›$6.6M
Hoxton Planning & Management, LLC53,728
1.6% of portfolio›$6.4M
Bay Harbor Wealth Management, LLC53,679
1.5% of portfolio›$6.4M
CFS Investment Advisory Services, LLC53,651
0.4% of portfolio›$6.5M
Forte Asset Management LLC52,417
2.5% of portfolio›$6.3M
Montgomery Financial Services LLC52,369
5.2% of portfolio›$6.3M
Blue Trust, Inc.51,079
0.1% of portfolio›$6.1M
Plancorp, LLC50,801
0.1% of portfolio›$6.0M
Oppenheimer & Co Inc50,189
0.1% of portfolio›$6.0M
LiftPoint Family Wealth Advisors LLC49,659
4.0% of portfolio›$6.0M
B. Riley Wealth Advisors, Inc.49,613
0.2% of portfolio›$5.9M
SigFig Wealth Management, LLC49,023
0.1% of portfolio›$5.9M
1900 Wealth Management LLC48,914
0.3% of portfolio›$5.9M
Revolve Wealth Partners, LLC48,664
0.6% of portfolio›$5.8M
Sterling Capital Management LLC48,618
0.1% of portfolio›$5.8M
Kathmere Capital Management, LLC47,767
0.3% of portfolio›$5.7M
Brighton Jones LLC47,212
0.1% of portfolio›$5.7M
McNaughton Wealth Management, LLC46,225
1.9% of portfolio›$5.5M
Kingswood Wealth Advisors, LLC44,590
0.2% of portfolio›$5.3M
Kelleher Financial Advisors43,887
1.4% of portfolio›$5.3M
Parkside Financial Bank & Trust43,633
0.3% of portfolio›$5.2M
Breakwater Capital Group43,543
0.6% of portfolio›$5.2M
CoreCap Advisors, LLC42,967
0.1% of portfolio›$5.1M
Dominguez Wealth Management Solutions, Inc.41,501
2.8% of portfolio›$5.0M
First Pacific Financial41,421
0.5% of portfolio›$5.0M
Diversified Management Inc41,319
0.9% of portfolio›$5.0M
Sterling Financial Planning, Inc.40,191
1.3% of portfolio›$4.8M
Fifth Third Wealth Advisors LLC39,726
0.1% of portfolio›$4.8M
AMG National Trust Bank39,628
0.1% of portfolio›$4.7M
Integrity Advisory Solutions, LLC39,611
0.5% of portfolio›$4.7M
BridgePort Financial Solutions, LLC39,085
1.1% of portfolio›$4.7M
Polaris Investment Advisors, LLC38,908
3.0% of portfolio›$4.7M
Flagship Harbor Advisors, LLC38,346
0.2% of portfolio›$4.6M
Lanark Financial, Inc.38,153
0.3% of portfolio›$4.6M
Harbor Group, Inc.38,007
0.5% of portfolio›$4.6M
Ascent Group, LLC37,186
0.1% of portfolio›$4.5M
Sagace Wealth Management LLC37,173
2.7% of portfolio›$4.5M
Evolution Wealth Management Inc.36,083
2.5% of portfolio›$4.3M
One Wealth Capital Management, LLC35,576
1.6% of portfolio›$4.3M
Csenge Advisory Group34,161
0.2% of portfolio›$4.1M
Rudd Co d/b/a Styre Wealth34,031
3.9% of portfolio›$4.0M
Omega Financial Group, LLC34,026
1.3% of portfolio›$4.1M
Jacksonville Wealth Management, LLC33,721
2.1% of portfolio›$4.0M
Assetmark, Inc33,532
0.0% of portfolio›$4.0M
Cornerstone Planning Group LLC32,950
0.5% of portfolio›$4.0M
Advus Financial Partners, LLC32,845
1.1% of portfolio›$3.9M
Apeiron RIA LLC32,110
0.9% of portfolio›$3.8M
Lantz Financial LLC31,668
0.7% of portfolio›$3.8M
BankPlus Wealth Management LLC31,454
1.6% of portfolio›$3.8M
Shum Financial Group, Inc.30,723
2.1% of portfolio›$3.7M
W Advisors, LLC30,251
1.6% of portfolio›$3.6M
ShoreHaven Wealth Partners, LLC30,239
1.1% of portfolio›$3.6M
Farmers & Merchants Trust Co of Chambersburg PA30,086
0.0% of portfolio›$3.6K
Forthright Family Wealth Advisory LLC29,574
2.0% of portfolio›$3.5M
MMA Asset Management LLC29,478
1.1% of portfolio›$3.5M
Perigon Wealth Management, LLC28,831
0.1% of portfolio›$3.5M
McKinley Carter Wealth Services, Inc.28,566
0.2% of portfolio›$3.4M
Retirement Wealth Solutions LLC27,725
1.8% of portfolio›$3.3M
Absolute Capital Management, LLC27,655
0.8% of portfolio›$3.3M
SWP Financial LLC27,266
1.5% of portfolio›$3.3M
Ashton Thomas Securities, LLC26,951
0.3% of portfolio›$3.2M
Stone Summit Wealth LLC25,589
0.8% of portfolio›$3.1M
Carnegie Investment Counsel25,280
0.1% of portfolio›$3.0M
Jnba Financial Advisors25,098
0.2% of portfolio›$3.0M
Smart Wealth LLC25,087
0.6% of portfolio›$3.0M
Patten Group, Inc.24,911
0.5% of portfolio›$3.0M
Rose Capital Advisors LLC24,882
0.7% of portfolio›$3.0M
Ifrah Financial Services, Inc.23,905
0.7% of portfolio›$2.9M
Affiance Financial, LLC23,689
0.4% of portfolio›$2.8M
American Financial & TAX Strategies Inc23,452
1.3% of portfolio›$2.8M
Maia Wealth LLC23,144
0.4% of portfolio›$2.8M
D.A. Davidson & Co.22,912
0.0% of portfolio›$2.7M
TSA Wealth Managment LLC22,306
0.8% of portfolio›$2.7M
First Horizon Corp21,862
0.1% of portfolio›$2.6M
HB Wealth Management, LLC21,764
0.0% of portfolio›$2.6M
Clear Creek Financial Management, LLC21,674
0.2% of portfolio›$2.6M
Foundation Wealth Management, LLC21,380
1.4% of portfolio›$2.6M
Ascentis Independent Advisors21,334
0.2% of portfolio›$2.6M
Clayton Financial Group LLC21,284
1.3% of portfolio›$2.6M
Able Wealth Management LLC21,256
0.6% of portfolio›$2.6M
Gen-Wealth Partners Inc21,083
0.7% of portfolio›$2.5M
Portfolio Resources Advisor Group, Inc.20,731
2.1% of portfolio›$2.5M
Avestar Capital, LLC20,356
0.2% of portfolio›$2.4M
Washington Trust Bank20,060
0.2% of portfolio›$2.4M
Barden Capital Management, Inc.20,041
2.2% of portfolio›$2.4M
Archer Investment Management, LLC19,768
0.7% of portfolio›$2.4M
Balefire, LLC19,638
0.4% of portfolio›$2.4M
Commonwealth Retirement Investments LLC19,561
0.6% of portfolio›$2.3M
Zenith Solutions, Inc.19,553
2.1% of portfolio›$2.3M
One Advisory Partners, LLC19,377
0.6% of portfolio›$2.3M
Spire Wealth Management19,229
0.1% of portfolio›$2.3M
TD Private Client Wealth LLC19,217
0.0% of portfolio›$2.3M
Scissortail Wealth Management, LLC18,855
0.4% of portfolio›$2.3M
Verdence Capital Advisors LLC18,763
0.1% of portfolio›$2.2M
Mather Group, Llc.18,704
0.0% of portfolio›$2.2M
Angeles Investment Advisors, LLC18,315
0.1% of portfolio›$2.2M
Penobscot Investment Management Company, Inc.18,227
0.2% of portfolio›$2.2M
Cannon Financial Strategists, Inc.17,994
0.2% of portfolio›$2.2M
Market Street Wealth Management Advisors LLC17,682
0.3% of portfolio›$2.1M
RFG Advisory, LLC17,522
0.0% of portfolio›$2.1M
Keystone Wealth Services, LLC17,458
0.4% of portfolio›$2.1M
Rossby Financial, LCC17,407
0.3% of portfolio›$2.1M
Visionary Wealth Advisors17,287
0.1% of portfolio›$2.1M
MKD Wealth Coaches, LLC17,279
1.7% of portfolio›$2.1M
Farmers & Merchants Trust Co of Long Beach17,275
0.4% of portfolio›$2.1M
Firethorn Wealth Partners, LLC16,963
0.6% of portfolio›$2.0M
Odyssey Capital Advisors, Inc.16,869
1.4% of portfolio›$2.0M
Integrated Advisors Network LLC16,646
0.1% of portfolio›$2.0M
Advisory Solutions Group, LLC16,509
0.4% of portfolio›$2.0M
Patton Albertson Miller Group, LLC16,497
0.2% of portfolio›$2.0M
BCU Wealth Advisors, LLC16,464
0.6% of portfolio›$2.0M
Centurion Wealth Management LLC16,404
0.5% of portfolio›$2.0M
Tanglewood Wealth Management, Inc.16,380
0.2% of portfolio›$2.0M
Braun-Bostich & Associates Inc.16,342
1.1% of portfolio›$2.0M
Focus Financial Network, Inc.16,177
0.1% of portfolio›$1.9M
ARK & TLK Investments, LLC15,953
0.5% of portfolio›$1.9M
Midwest Trust Co15,799
0.0% of portfolio›$1.9M
Strata Wealth Advisors, LLC15,397
0.4% of portfolio›$1.8M
Horst & Graben Wealth Management LLC15,043
0.2% of portfolio›$1.8M
Golden State Wealth Management, LLC15,012
0.2% of portfolio›$1.8M
InvesTrust14,671
0.7% of portfolio›$1.8M
Sowell Financial Services LLC14,436
0.1% of portfolio›$1.7M
Sage Financial Group Inc14,259
0.1% of portfolio›$1.7M
Physician Wealth Advisors, Inc.14,162
0.2% of portfolio›$1.7M
Unify Financial Advisors13,904
1.5% of portfolio›$1.7M
Valeo Financial Advisors, LLC13,779
0.0% of portfolio›$1.7M
Pachira Investments Inc.13,742
0.5% of portfolio›$1.6M
WealthPlan Investment Management, LLC13,720
0.1% of portfolio›$1.6M
Two West Capital Advisors LLC13,711
0.8% of portfolio›$1.7M
Stage Harbor Financial, LLC13,561
0.9% of portfolio›$1.6M
Embree Financial Group13,502
0.2% of portfolio›$1.6M
Valley National Advisers Inc13,387
0.2% of portfolio›$1.6M
Sigma Planning Corp12,873
0.0% of portfolio›$1.5M
APS Management Group, Inc.12,394
1.1% of portfolio›$1.5M
McAdam, LLC12,380
0.1% of portfolio›$1.5M
Bison Wealth, LLC12,307
0.1% of portfolio›$1.5M
Dynamic Financial Group12,159
1.1% of portfolio›$1.5M
Robertson Stephens Wealth Management, LLC11,830
0.0% of portfolio›$1.4M
Wingate Wealth Advisors, Inc.11,774
0.6% of portfolio›$1.4M
Beacon Financial Planning, Inc11,253
0.5% of portfolio›$1.3M
MFG Investments, LLC11,181
1.4% of portfolio›$1.3M
FWG Investments, Llc.11,120
0.6% of portfolio›$1.3M
Pinnacle Associates LTD11,053
0.0% of portfolio›$1.3M
Avidian Wealth Enterprises, LLC11,020
0.0% of portfolio›$1.3M
Signal Advisors Wealth, LLC10,878
0.1% of portfolio›$1.3M
Caliber Wealth Management, LLC / KS10,800
0.1% of portfolio›$1.3M
J.M. Arbour, LLC10,764
1.0% of portfolio›$1.3M
Wedbush Securities Inc10,739
0.0% of portfolio›$1.3K
SBK Financial, Inc.10,728
0.6% of portfolio›$1.3M
Citizens Financial Group Inc10,671
0.0% of portfolio›$1.3M
First Heartland Consultants, Inc.10,660
0.1% of portfolio›$1.3M
American State Bank (Iowa)10,504
0.5% of portfolio›$1.3M
Verus Capital Partners, LLC10,430
0.1% of portfolio›$1.2M
Prospera Financial Services Inc10,286
0.0% of portfolio›$1.2M
Quadrant Private Wealth Management, LLC10,216
0.2% of portfolio›$1.2M
Kestra Investment Management, LLC10,146
0.0% of portfolio›$1.2M
Triad Wealth Partners, LLC10,143
0.1% of portfolio›$1.2M
Parallel Advisors, LLC10,122
0.0% of portfolio›$1.2M
Evergreen Capital Management LLC10,112
0.0% of portfolio›$1.2M
Wilmington Savings Fund Society, FSB10,063
0.0% of portfolio›$1.2M
Quest 10 Wealth Builders, Inc.10,015
0.9% of portfolio›$1.2M
Lmcg Investments, LLC9,921
0.1% of portfolio›$1.2M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors9,867
0.1% of portfolio›$1.2M
Claro Advisors Inc.9,811
0.1% of portfolio›$1.2M
Asset One Wealth Management LLC9,794
0.1% of portfolio›$1.2M
Mechanics Bank Trust Department9,754
0.1% of portfolio›$1.2M
First Citizens Financial Corp9,667
0.5% of portfolio›$1.2M
Canvas Wealth Advisors, LLC9,640
0.2% of portfolio›$1.2M
Davenport & Co LLC9,640
0.0% of portfolio›$1.2M
JFS Wealth Advisors, LLC9,601
0.1% of portfolio›$1.2M
Raleigh Capital Management Inc.9,565
0.4% of portfolio›$1.1M
SAX Wealth Advisors, LLC9,314
0.0% of portfolio›$1.1M
Facet Wealth, Inc.9,297
0.0% of portfolio›$1.1M
Luts & Greenleigh Group, Inc.9,284
0.8% of portfolio›$1.1M
Sherman Wealth Management LLC9,261
0.8% of portfolio›$1.1M
Cornerstone Wealth Advisors, Inc.9,204
0.2% of portfolio›$1.1M
Hazlett, Burt & Watson, Inc.9,090
0.5% of portfolio›$884.2K
Avantax Planning Partners, Inc.9,049
0.0% of portfolio›$1.1M
Apella Capital, LLC8,871
0.0% of portfolio›$1.1M
Alterna Wealth Management, Inc8,836
0.6% of portfolio›$1.1M
Unique Wealth, LLC8,591
0.1% of portfolio›$1.0M
Meridian Wealth Management, LLC8,512
0.0% of portfolio›$1.0M
Mycio Wealth Partners, LLC8,437
0.2% of portfolio›$1.0M
ASL Financial, LLC8,382
0.7% of portfolio›$1.0M
Legacy Advisory Services, LLC8,253
0.7% of portfolio›$989.0K
Taylor & Morgan Wealth Management, LLC8,209
0.5% of portfolio›$983.7K
LVW Advisors, LLC8,202
0.1% of portfolio›$982.8K
BIP Wealth, LLC8,170
0.0% of portfolio›$979.0K
Interchange Capital Partners, LLC8,168
0.2% of portfolio›$974.5K
Balance Wealth Partners LLC8,168
0.2% of portfolio›$978.7K
Addenda Capital Inc.8,143
0.0% of portfolio›$975.8K
Collective Family Office LLC8,110
0.2% of portfolio›$971.8K
M Holdings Securities, Inc.8,099
0.4% of portfolio›$966.0K
Global Wealth Management Investment Advisory, Inc.8,085
0.1% of portfolio›$968.9K
Mainstream Capital Management LLC7,916
0.6% of portfolio›$948.6K
Mosley Wealth Management7,878
0.3% of portfolio›$941.3K
Hutchens & Kramer Investment Management Group, LLC7,874
0.3% of portfolio›$943.5K
Sound Financial Strategies Group, LLC7,823
0.6% of portfolio›$937.4K
Targeted Financial Services LLC7,818
0.7% of portfolio›$936.8K
James J. Burns & Company, LLC7,751
0.1% of portfolio›$928.8K
Asempa Wealth Advisors7,699
0.7% of portfolio›$918.0K
GGM Financial LLC7,618
0.3% of portfolio›$912.8K
Financial Perspectives, Inc7,615
0.2% of portfolio›$912.5K
Diversified Enterprises, LLC7,610
0.0% of portfolio›$911.9K
Bryn Mawr Trust Advisors, LLC7,541
0.0% of portfolio›$903.7K
Signature Estate & Investment Advisors LLC7,374
0.0% of portfolio›$883.6K
Arcadia Wealth Management, LLC7,335
0.3% of portfolio›$879.0K
Palisade Asset Management, LLC7,290
0.1% of portfolio›$873.6K
Private Trust Co NA7,271
0.1% of portfolio›$871.3K
Stackstone Wealth, LLC7,221
0.1% of portfolio›$865.3K
James Investment Research, Inc.7,162
0.1% of portfolio›$858.2K
Noble Family Wealth, LLC7,160
0.2% of portfolio›$858.0K
Net Worth Advisory Group7,158
0.2% of portfolio›$853.5K
Fragasso Financial Advisors Inc7,146
0.0% of portfolio›$859.6K
Americana Partners, LLC6,925
0.0% of portfolio›$829.8K
Northland Securities, Inc.6,913
0.5% of portfolio›$828.4K
Tassel Capital Management, Inc.6,913
0.4% of portfolio›$828.4K
Avantra Family Wealth, Inc.6,888
0.5% of portfolio›$825.4K
SilverOak Wealth Management LLC6,865
0.1% of portfolio›$822.6K
Fulton Bank, N.A.6,814
0.0% of portfolio›$816.5K
Associated Banc-Corp6,749
0.0% of portfolio›$808.7K
PFG Advisors6,746
0.0% of portfolio›$808.4K
Central Pacific Bank - Trust Division6,715
0.1% of portfolio›$804.7K
Semus Wealth Partners LLC6,661
0.4% of portfolio›$798.2K
Birch Hill Investment Advisors LLC6,650
0.0% of portfolio›$796.9K
LifeSteps Financial, Inc.6,644
0.4% of portfolio›$796.1K
Rockland Trust Co6,619
0.0% of portfolio›$793.2K
Baker Tilly Wealth Management, LLC6,606
0.2% of portfolio›$791.6K
B.O.S.S. Retirement Advisors, LLC6,547
0.2% of portfolio›$784.6K
Omni 360 Wealth, Inc.6,372
0.3% of portfolio›$763.6K
RCS Financial Planning, LLC6,268
0.4% of portfolio›$751.1K
Klingman & Associates, LLC6,249
0.0% of portfolio›$748.8K
Lloyd Advisory Services, Llc.6,160
0.3% of portfolio›$738.1K
Ascentis Wealth Management, LLC6,080
0.1% of portfolio›$728.7K
Cypress Capital Group5,958
0.1% of portfolio›$713.9K
StoneX Group Inc.5,954
0.0% of portfolio›$722.4K
Keybank National Association5,946
0.0% of portfolio›$712.5K
Washington Trust Co5,863
0.0% of portfolio›$702.6K
HRC Wealth Management, LLC5,823
0.3% of portfolio›$697.8K
A4 Wealth Advisors LLC5,723
0.4% of portfolio›$685.8K
Independent Financial Group, LLC5,635
0.0% of portfolio›$675.3K
Sentinel Advisory Group, LLC5,590
0.3% of portfolio›$669.9K
TD Waterhouse Canada Inc.5,577
0.0% of portfolio›$664.9K
Confluence Wealth Services, Inc.5,553
0.0% of portfolio›$665.3K
Krilogy Financial LLC5,548
0.0% of portfolio›$663.6K
Schneider Downs Wealth Management Advisors, LP5,471
0.1% of portfolio›$655.6K
Carmel Capital Partners, LLC5,332
0.2% of portfolio›$638.9K
Independence Bank of Kentucky5,266
0.1% of portfolio›$631.0K
Signature Equity Partners, LLC5,244
0.2% of portfolio›$628.3K
Legacy Wealth Partners, LLC5,183
0.1% of portfolio›$621.1K
Montecito Bank & Trust5,156
0.1% of portfolio›$617.8K
Cedar Point Capital Partners, LLC5,108
0.4% of portfolio›$612.0K
Trust Co of Vermont5,057
0.0% of portfolio›$606.0K
Koshinski Asset Management, Inc.5,032
0.0% of portfolio›$603.0K
Gables Capital Management Inc.5,007
0.2% of portfolio›$600.0K
EverSource Wealth Advisors, LLC4,956
0.0% of portfolio›$594.0K
Mission Wealth Management, LP4,797
0.0% of portfolio›$574.8K
Aegis Wealth Management, Inc.4,775
0.3% of portfolio›$572.2K
Spectrum Advisors, Inc.4,748
0.4% of portfolio›$569.0K
Narus Financial Partners, LLC4,744
0.2% of portfolio›$568.5K
Decker Retirement Planning Inc.4,742
0.2% of portfolio›$568.3K
Cape Investment Advisory, Inc.4,674
0.1% of portfolio›$560.1K
Chicago Partners Investment Group LLC4,631
0.0% of portfolio›$545.3K
Patriot Financial Group Insurance Agency, LLC4,601
0.1% of portfolio›$551.4K
Centennial Advisors, LLC4,510
0.6% of portfolio›$540.5K
Peterson Wealth Advisors, LLC4,491
0.1% of portfolio›$538.2K
Accelerate Investment Advisors LLC4,486
0.3% of portfolio›$537.6K
Leisure Capital Management4,477
0.2% of portfolio›$536.5K
Beacon Financial Group4,445
0.0% of portfolio›$532.6K
Moneco Advisors, LLC4,442
0.0% of portfolio›$532.3K
Uptick Partners, LLC4,361
0.1% of portfolio›$522.6K
Harbour Capital Advisors, LLC4,321
0.1% of portfolio›$517.8K
Wealthcare Advisory Partners LLC4,304
0.0% of portfolio›$515.7K
Aspiriant, LLC4,277
0.0% of portfolio›$512.6K
Latitude Advisors, LLC4,243
0.2% of portfolio›$508.5K
Prime Capital Investment Advisors, LLC4,233
0.0% of portfolio›$507.2K
MassMutual Private Wealth & Trust, FSB4,213
0.0% of portfolio›$504.8K
Unified Investment Management4,189
0.4% of portfolio›$502.0K
Hickory Point Bank & Trust4,174
0.3% of portfolio›$500.2K
Vann Equity Management LLC4,145
0.3% of portfolio›$496.7K
Summit Financial Strategies, Inc.4,125
0.0% of portfolio›$494.3K
Sheets Smith Wealth Management4,008
0.1% of portfolio›$480.3K
Eastern Bank4,002
0.0% of portfolio›$479.6K
Modera Wealth Management, LLC3,998
0.0% of portfolio›$479.1K
Droms Strauss Advisors Inc3,997
0.1% of portfolio›$479.0K
Elevation Wealth Management LLC3,971
0.3% of portfolio›$475.9K
Blue Capital, Inc.3,957
0.3% of portfolio›$474.2K
Fifth Third Securities, Inc.3,948
0.0% of portfolio›$473.1K
Hilltop National Bank3,875
0.1% of portfolio›$464.3K
Daymark Wealth Partners, LLC3,875
0.0% of portfolio›$464.3K
Pines Wealth Management, LLC3,844
0.1% of portfolio›$460.6K
HUB Investment Partners, LLC3,717
0.0% of portfolio›$445.4K
Old National Bancorp3,680
0.0% of portfolio›$441.0K
Cooper Financial Group3,680
0.0% of portfolio›$441.0K
Guidance Point Advisors, LLC3,663
0.1% of portfolio›$438.9K
Wolff Financial Management LLC3,652
0.1% of portfolio›$437.7K
Farmers & Merchants Investments Inc3,615
0.0% of portfolio›$433.2K
Sapient Capital LLC3,609
0.0% of portfolio›$432.5K
Aspen Wealth Management LLC3,582
0.1% of portfolio›$429.2K
Doliver Advisors, LP3,566
0.1% of portfolio›$427.3K
Bluedoor Private Wealth, LLC3,519
0.2% of portfolio›$421.7K
XY Planning Network, Inc.3,502
0.0% of portfolio›$419.6K
GHP Investment Advisors, Inc.3,480
0.0% of portfolio›$417.0K
Milestone Asset Management Group, LLC3,449
0.2% of portfolio›$413.3K
Evanson Financial, LLC3,431
0.0% of portfolio›$411.1K
Connecticut Wealth Management, LLC3,422
0.0% of portfolio›$410.1K
CGN Advisors LLC3,400
0.0% of portfolio›$407.4K
Lockerman Financial Group, Inc.3,376
0.6% of portfolio›$404.6K
PUREfi Wealth, LLC3,296
0.2% of portfolio›$394.9K
Security Financial Services, Inc.3,264
0.1% of portfolio›$391.2K
Triangle Securities Wealth Management3,262
0.1% of portfolio›$390.9K
Conning Inc.3,255
0.0% of portfolio›$390.0K
Fiscal Wisdom Wealth Management, LLC3,242
0.5% of portfolio›$388.5K
Heartwood Wealth Advisors LLC3,227
0.0% of portfolio›$386.7K
Laurel Wealth Advisors LLC3,207
0.0% of portfolio›$384.3K
Sterling Group Wealth Management, LLC3,193
0.1% of portfolio›$382.6K
OpenArc Corporate Advisory, LLC3,165
0.0% of portfolio›$379.3K
Ehrlich Financial Group3,154
0.2% of portfolio›$377.9K
Cyndeo Wealth Partners, LLC3,152
0.0% of portfolio›$377.7K
Kelly Financial Services LLC3,122
0.1% of portfolio›$374.1K
Meitav Investment House LTD3,115
0.0% of portfolio›$373.3K
Aprio Wealth Management, LLC3,094
0.0% of portfolio›$370.7K
Ledyard National Bank3,094
0.0% of portfolio›$370.8K
Hardworking Capital Advisors, LLC3,060
0.3% of portfolio›$366.7K
Sanchez Gaunt Capital Management, LLC3,033
0.2% of portfolio›$363.4K
Mission Financial Group, LLC2,999
0.3% of portfolio›$359.4K
Waldron Private Wealth LLC2,985
0.0% of portfolio›$357.7K
Lifelong Wealth Advisors, Inc.2,965
0.1% of portfolio›$355.3K
Tempus Wealth Planning, LLC2,955
0.1% of portfolio›$354.1K
Patten & Patten Inc2,950
0.0% of portfolio›$353.5K
Fortress Financial Group, LLC2,894
0.2% of portfolio›$346.8K
POM Investment Strategies, LLC2,885
0.3% of portfolio›$345.7K
Walkner Condon Financial Advisors LLC2,882
0.0% of portfolio›$345.4K
Global Wealth Strategies & Associates2,816
0.1% of portfolio›$337.4K
Midwest Heritage Bank, FSB2,807
0.1% of portfolio›$336.3K
Strategy Asset Managers LLC2,786
0.1% of portfolio›$333.8K
Wedmont Private Capital2,782
0.0% of portfolio›$331.2K
Highland Capital Management, LLC2,782
0.0% of portfolio›$333.3K
Focused Alpha, LLC2,777
0.1% of portfolio›$332.8K
Hurlow Wealth Management Group, Inc.2,777
0.1% of portfolio›$332.8K
KFA Private Wealth Group, LLC2,766
0.1% of portfolio›$331.5K
ERn Financial, LLC2,716
0.1% of portfolio›$325.5K
Kelly Financial Group LLC2,701
0.1% of portfolio›$323.6K
Synergy Asset Management, LLC2,629
0.0% of portfolio›$315.0K
Cortland Associates Inc2,614
0.0% of portfolio›$313.0K
Legacy Wealth Asset Management, LLC2,587
0.1% of portfolio›$310.0K
Certuity, LLC2,580
0.0% of portfolio›$309.2K
Redhawk Wealth Advisors, Inc.2,516
0.0% of portfolio›$301.5K
Provenance Wealth Advisors, LLC2,504
0.0% of portfolio›$300.1K
World Equity Group, Inc.2,496
0.1% of portfolio›$299.1K
JGP Wealth Management, LLC2,483
0.0% of portfolio›$297.5K
Venture Visionary Partners LLC2,473
0.0% of portfolio›$296.3K
Altfest L J & Co Inc2,473
0.0% of portfolio›$296.3K
Sutton Place Investors LLC2,451
0.1% of portfolio›$293.7K
Community Financial Services Group, LLC2,451
0.0% of portfolio›$292.2K
My Personal CFO, LLC2,447
0.1% of portfolio›$293.2K
Forvis Mazars Wealth Advisors, LLC2,431
0.0% of portfolio›$291.3K
McGlone Suttner Wealth Management, Inc.2,422
0.0% of portfolio›$290.3K
Goldstein Advisors, LLC2,421
0.0% of portfolio›$290.1K
Spinnaker Investment Group, LLC2,419
0.0% of portfolio›$289.9K
LongView Wealth Management2,391
0.1% of portfolio›$286.5K
Atlatl Advisers LLC2,389
0.1% of portfolio›$286.3K
Yoffe Investment Management, LLC2,358
0.3% of portfolio›$282.6K
Sky Investment Group LLC2,357
0.0% of portfolio›$282.4K
Oakworth Capital, Inc.2,355
0.0% of portfolio›$282.2K
Clear Retirement Advice LLC2,331
0.2% of portfolio›$279.3K
Pettinga Financial Advisors LLC2,330
0.0% of portfolio›$279.2K
Orin Green Financial, LLC2,310
0.1% of portfolio›$276.8K
Fonville Wealth Management LLC2,287
0.0% of portfolio›$274.1K
Fulton Breakefield Broenniman LLC2,283
0.0% of portfolio›$273.6K
Beacon Financial Advisory LLC2,208
0.1% of portfolio›$264.6K
Retirement Solution LLC2,172
0.1% of portfolio›$260.3K
Gateway Investment Advisers LLC2,136
0.0% of portfolio›$256.0K
CRA Financial Services, LLC2,125
0.0% of portfolio›$254.6K
Centerline Wealth Advisors, LLC2,125
0.1% of portfolio›$254.6K
Neumann Capital Management, LLC2,125
0.1% of portfolio›$254.6K
American National Bank & Trust2,118
0.0% of portfolio›$253.8K
Cornerstone Wealth Management, LLC2,104
0.0% of portfolio›$252.2K
Walleye Partners, LLC2,100
0.3% of portfolio›$251.6K
Marino, Stram & Associates LLC2,097
0.0% of portfolio›$251.2K
AA Financial Advisors, LLC2,088
0.0% of portfolio›$250.2K
International Assets Investment Management, LLC2,088
0.0% of portfolio›$248.9K
Integrated Wealth Management2,065
0.2% of portfolio›$247.5K
Williams Jones Wealth Management, Llc.2,064
0.0% of portfolio›$247.3K
Financial Partners Group, Inc2,041
0.0% of portfolio›$244.6K
Stirlingshire Investments, Inc.2,039
0.2% of portfolio›$244.3K
Watchman Group, Inc.1,983
0.1% of portfolio›$237.6K
Armstrong Advisory Group, Inc1,967
0.0% of portfolio›$235.7K
First Financial Corp1,936
0.1% of portfolio›$232.0K
Commonwealth Financial Services, LLC1,934
0.0% of portfolio›$231.8K
XML Financial, LLC1,914
0.0% of portfolio›$229.4K
Town Capital LLC1,911
0.1% of portfolio›$229.0K
NorthLanding Financial Partners, LLC1,900
0.2% of portfolio›$227.7K
Islay Capital Management, LLC1,894
0.1% of portfolio›$227.0K
Essex Bank1,865
0.0% of portfolio›$223.5K
Quartz Partners, LLC1,864
0.1% of portfolio›$223.4K
Elevated Financial Group LLC1,853
0.1% of portfolio›$222.0K
Plante Moran Financial Advisors, LLC1,852
0.0% of portfolio›$221.9K
Networth Advisors, LLC1,839
0.1% of portfolio›$220.4K
Cornerstone Wealth, LLC1,833
0.1% of portfolio›$215.8K
Alhambra Investment Management LLC1,831
0.1% of portfolio›$219.4K
Intelligence Driven Advisers, LLC1,807
0.0% of portfolio›$216.5K
NTV Asset Management LLC1,771
0.0% of portfolio›$212.3K
Flagstar Securities, Inc1,756
0.1% of portfolio›$210.5K
PKS Advisory Services, LLC1,751
0.0% of portfolio›$218.0K
Winthrop Advisory Group LLC1,729
0.0% of portfolio›$207.2K
Single Point Partners, LLC1,712
0.0% of portfolio›$205.1K
Veracity Capital LLC1,708
0.1% of portfolio›$204.7K
Hobart Private Capital, LLC1,706
0.0% of portfolio›$204.4K
Resonant Capital Advisors, LLC1,692
0.0% of portfolio›$202.8K
Heritage Family Offices, LLP1,644
0.1% of portfolio›$197.0K
Sage Mountain Advisors LLC1,616
0.0% of portfolio›$193.6K
Alpine Bank Wealth Management1,600
0.0% of portfolio›$191.7K
Reap Financial Group, LLC1,540
0.0% of portfolio›$184.5K
Rosenberg Matthew Hamilton1,503
0.0% of portfolio›$180.1K
Arcadia Investment Advisors LLC1,500
0.1% of portfolio›$179.7K
Tounjian Advisory Partners, LLC1,363
0.1% of portfolio›$163.3K
Evermay Wealth Management LLC1,291
0.0% of portfolio›$154.7K
UMB Private Wealth Management, LLC1,271
0.1% of portfolio›$152.3K
Loring Wolcott & Coolidge Fiduciary Advisors LLP1,236
0.0% of portfolio›$148.1K
Balentine LLC1,220
0.0% of portfolio›$146.2K
Blue Bell Private Wealth Management, LLC1,125
0.0% of portfolio›$134.8K
Gamma Investing LLC1,110
0.0% of portfolio›$133.0K
City Holding Co1,100
0.0% of portfolio›$131.8K
Hanson & Doremus Investment Management1,074
0.0% of portfolio›$129
Larson Financial Group LLC1,073
0.0% of portfolio›$128.6K
Moisand Fitzgerald Tamayo, LLC1,060
0.0% of portfolio›$127.0K
Creative Financial Designs Inc985
0.0% of portfolio›$118.0K
Pinnacle Bancorp, Inc.973
0.0% of portfolio›$116.6K
Angeles Wealth Management, LLC972
0.0% of portfolio›$116.5K
Dynamic Wealth Strategies, LLC967
0.1% of portfolio›$115.9K
Peterson Wealth Services960
0.0% of portfolio›$115.0K
Elevated Capital Advisors, LLC956
0.0% of portfolio›$114.6K
Wolff Wiese Magana LLC935
0.1% of portfolio›$112.0K
Murphy & Mullick Capital Management Corp902
0.1% of portfolio›$108.1K
Indiana Trust & Investment Management Co894
0.0% of portfolio›$107.1K
MeadowBrook Investment Advisors LLC891
0.1% of portfolio›$105.5K
William Mack & Associates, Inc.870
0.0% of portfolio›$104.3K
Financial Consulate, Inc830
0.0% of portfolio›$99.5K
Wealth Enhancement Trust Services, Inc.805
0.0% of portfolio›$96.5K
Thurston, Springer, Miller, Herd & Titak, Inc.798
0.2% of portfolio›$95.6K
Edgemoor Investment Advisors, Inc.710
0.0% of portfolio›$85.1K
Capital Investment Advisory Services, LLC686
0.0% of portfolio›$82.5K
AlphaCore Capital LLC670
0.0% of portfolio›$80.3K
Ares Financial Consulting, LLC647
0.1% of portfolio›$77.6K
Hoey Investments, Inc639
0.0% of portfolio›$76.6K
Downshift Financial, LLC634
0.0% of portfolio›$76.0K
Mowery & Schoenfeld Wealth Management, LLC609
0.1% of portfolio›$73.0K
Harbor Investment Advisory, LLC607
0.0% of portfolio›$72.7K
Allspring Global Investments Holdings, LLC530
0.0% of portfolio›$64.1K
Kings Path Partners LLC520
0.0% of portfolio›$62.3K
Mascoma Wealth Management LLC519
0.0% of portfolio›$62.2K
Clark Wealth Partners491
0.0% of portfolio›$58.8K
Team Financial Group, LLC464
0.0% of portfolio›$55.6K
Glass Jacobson Investment Advisors llc454
0.0% of portfolio›$54.4K
West Financial Advisors, LLC430
0.0% of portfolio›$51.5K
Hughes Financial Services, LLC426
0.0% of portfolio›$51.3K
Bradley & Co. Private Wealth Management, LLC422
0.0% of portfolio›$50.6K
Compass Financial Management LLC414
0.0% of portfolio›$49.6K
Root Financial Partners, LLC399
0.0% of portfolio›$47.8K
Asset Dedication, LLC338
0.0% of portfolio›$40.5K
Silver Grove Financial Group, Inc.325
0.0% of portfolio›$38.9K
Harbor Asset Planning, Inc.324
0.0% of portfolio›$38.8K
Cedar Mountain Advisors, LLC324
0.0% of portfolio›$38.9K
Morling Financial Advisors, LLC318
0.0% of portfolio›$38.1K
Rydar Equities, Inc.317
0.0% of portfolio›$38.0K
Yankcom Partnership301
0.0% of portfolio›$36.1K
Coastline Trust Co282
0.0% of portfolio›$33.8K
Maryland Capital Advisors Inc.280
0.0% of portfolio›$33.6K
Barnes Dennig Private Wealth Management LLC278
0.0% of portfolio›$33.3K
Breakwater Investment Management275
0.0% of portfolio›$33.0K
Richardson Capital Management LLC245
0.0% of portfolio›$29.3K
Tsfg, LLC243
0.0% of portfolio›$29
NorthAvenue LLC240
0.0% of portfolio›$28.7K
Bangor Savings Bank227
0.0% of portfolio›$27.2K
First Bancorp, Inc219
0.0% of portfolio›$26.2K
Friedenthal Financial206
0.0% of portfolio›$24.7K
Adirondack Trust Co199
0.0% of portfolio›$23.8K
Beacon Investment Advisory Services, Inc.199
0.0% of portfolio›$23.8K
Atwood & Palmer Inc195
0.0% of portfolio›$23.3K
Tompkins Financial Corp178
0.0% of portfolio›$21.3K
Brown, Lisle Ings, Inc.163
0.0% of portfolio›$19.5K
EPG Wealth Management LLC163
0.0% of portfolio›$19.6K
Union Savings Bank155
0.0% of portfolio›$18.6K
Triumph Capital Management155
0.0% of portfolio›$18.6K
Essential Partners LLC154
0.0% of portfolio›$18.5K
Signaturefd, LLC132
0.0% of portfolio›$15.8K
Planning Strategies Inc.121
0.0% of portfolio›$14.5K
Arlington Trust Co LLC119
0.0% of portfolio›$14.3K
Phillips Financial Management, LLC118
0.0% of portfolio›$14.2K
Center for Financial Planning, Inc.110
0.0% of portfolio›$13.2K
Atlantic Edge Private Wealth Management, LLC110
0.0% of portfolio›$13.2K
Hurley Capital, LLC101
0.0% of portfolio›$12.2K
Signature Resources Capital Management, LLC98
0.0% of portfolio›$11.7K
Advocate Investing Services LLC93
0.0% of portfolio›$11.1K
Wagner Wealth Management, LLC87
0.0% of portfolio›$10.4K
Foster Dykema Cabot & Partners, LLC84
0.0% of portfolio›$10.1K
Archer Investment Corp84
0.0% of portfolio›$10.1K
Dhjj Financial Advisors, Ltd.79
0.0% of portfolio›$9.5K
Quaker Wealth Management, LLC77
0.0% of portfolio›$9.2K
Roxbury Financial LLC74
0.0% of portfolio›$8.9K
Halbert Hargrove Global Advisors, LLC66
0.0% of portfolio›$7.9K
Vima LLC56
0.0% of portfolio›$6.7K
Align Financial, LLC54
0.0% of portfolio›$6.5K
Versant Capital Management, Inc43
0.0% of portfolio›$5.2K
SJS Investment Consulting Inc.42
0.0% of portfolio›$5.0K
Nfsg Corp35
0.0% of portfolio›$4.2K
United Financial Planning Group LLC33
0.0% of portfolio›$4.0K
Trust Co31
0.0% of portfolio›$3.7K
Cullen T Bankers, Inc.29
0.0% of portfolio›$3.5K
DecisionPoint Financial, LLC27
0.0% of portfolio›$3.2K
Grove Bank & Trust23
0.0% of portfolio›$2.8K
Horizon Financial Services, LLC23
0.0% of portfolio›$2.8K
Birchwood Financial Partners, Inc.18
0.0% of portfolio›$2.2K
Gilpin Wealth Management, LLC15
0.0% of portfolio›$1.8K
Markowski Investments15
0.0% of portfolio›$1.8K
Provident Wealth Management, LLC13
0.0% of portfolio›$1.6K
Acumen Wealth Advisors, LLC12
0.0% of portfolio›$1.4K
Buck Wealth Strategies, LLC4
0.0% of portfolio›$479
Cherry Tree Wealth Management, LLC1
0.0% of portfolio›$120
StyleTurnoverLocationFiled
Park Avenue Securities LLC
1,865,143$223.5K0.0%ETFMediumNew York, NY2026-10-26
JB Capital LLC
616,596$73.9M2.5%ETFMediumWethersfield, CT2026-10-19
Financial Synergies Wealth Advisors, Inc.
489,325$58.6M4.8%ETFVery LowHouston, TX2026-10-16
Commonwealth Equity Services, LLC
458,730$55.0M0.1%ETFLowWaltham, MA2026-11-02
Bokf, NA
387,938$46.5M0.7%CoreLowTulsa, OK2026-10-27
Kestra Advisory Services, LLC
380,617$45.6M0.1%CoreLowAustin, TX2026-11-02
Truist Financial Corp
341,267$40.9M0.0%CoreLowCharlotte, NC2026-10-30
NBT Bank, N.A.
296,711$35.6M2.4%CoreLowNorwich, NY2026-10-21
Choreo, LLC
281,797$33.8M0.3%IndexLowRockford, IL2026-10-28
Cambridge Investment Research Advisors, Inc.
274,226$32.9K0.0%ETFLowFairfield, IA2026-11-02
Sofi Wealth, LLC
268,091$32.1M1.2%ETFVery LowSan Francisco, CA2026-10-27
Atria Investments, Inc
261,207$31.3M0.3%CoreMediumCharlotte, NC2026-10-15
Vise Technologies, Inc.
252,876$30.3M0.3%IndexLowNew York, NY2026-10-29
Wealth Enhancement Advisory Services, LLC
248,595$29.6M0.0%CoreLowPlymouth, MN2026-10-13
Waller Financial Planning Group, Inc
233,873$28.0M5.7%ETFMediumColumbus, OH2026-10-07
Affinity Capital Advisors, LLC
231,449$27.8M3.3%ETFLowBerkeley, CA2026-10-13
Integrity Alliance, Llc.
230,535$27.6M0.8%ETFMediumUrbandale, IA2026-10-29
Lido Advisors, LLC
197,196$23.6M0.1%GrowthLowLos Angeles, CA2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
196,701$23.6M0.3%GrowthVery LowSeattle, WA2026-10-27
Shakespeare Wealth Management, LLC
191,670$23.0M4.4%ETFMediumPewaukee, WI2026-10-28
Creative Planning
183,716$22.0M0.0%IndexVery LowOverland Park, KS2026-11-02
RTD Financial Advisors, Inc.
179,564$21.5M2.4%ETFLowPhiladelphia, PA2026-10-09
Cassaday & Co Wealth Management LLC
177,147$21.2M0.4%ETFVery LowMclean, VA2026-10-27
Seneca Financial Advisors LLC
171,442$20.5M5.4%ETFLowRochester, NY2026-10-28
MGO One Seven LLC
166,949$20.0M0.3%GrowthLowBeachwood, OH2026-10-28
Wakefield Asset Management Lllp
161,310$19.3M4.4%ValueMediumEnglewood, CO2026-11-05
Cerro Pacific Wealth Advisors LLC
158,451$19.0M4.1%GrowthLowSan Luis Obispo, CA2026-10-22
Robinswood Financial LLC
150,667$17.8M5.5%ETFVery LowKirkland, WA2026-10-20
Kestra Private Wealth Services, LLC
150,570$18.0M0.2%GrowthLowAustin, TX2026-10-30
Stone House Investment Management, LLC
144,889$17.4M2.3%ETFMediumTunkhannock, PA2026-10-23
Farther Finance Advisors, LLC
140,173$16.8M0.1%IndexLowSan Francisco, CA2026-10-08
SteelPeak Wealth, LLC
138,944$16.6M0.4%GrowthHighWoodland Hills, CA2026-10-16
Strategic Blueprint, LLC
138,693$16.6M0.8%ETFLowAtlanta, GA2026-10-22
Kingdom Financial Group Llc.
134,078$16.1M4.0%ETFMediumPeoria, AZ2026-11-04
Citigroup Inc
130,192$15.6M0.0%CoreMediumNew York, NY2026-11-04
Watershed Private Wealth LLC
129,321$15.5M4.2%ETFMediumOak Brook, IL2026-10-30
Sharkey, Howes & Javer
129,299$15.5M1.9%ETFMediumDenver, CO2026-10-22
Trust Co of Toledo NA
127,837$15.3M1.2%GrowthVery LowHolland, OH2026-10-16
Ashton Thomas Private Wealth, LLC
115,127$13.8M0.3%CoreMediumScottsdale, AZ2026-11-03
Greenleaf Trust
113,828$13.6M0.1%CoreLowKalamazoo, MI2026-10-29
Courier Capital LLC
110,696$13.3M0.7%ETFLowBuffalo, NY2026-10-19
Diversify Advisory Services, LLC
109,961$13.1M0.2%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
109,961$13.1M0.2%GrowthMediumSandy, UT2026-10-20
Key FInancial Inc
105,012$12.6M2.1%ETFLowWest Chester, PA2026-11-02
Financial Life Advisors
104,336$12.5M3.5%ETFLowSan Antonio, TX2026-10-14
Simplicity Wealth,LLC
103,452$12.4M0.4%ETFLowSummit, NJ2026-10-23
Avior Wealth Management, LLC
102,123$12.2M0.3%ETFMediumOmaha, NE2026-10-13
LifeWealth Investments, LLC
99,523$11.9M3.3%ETFMediumWinter Garden, FL2026-10-21
Concurrent Investment Advisors, LLC
98,746$11.8M0.1%GrowthMediumTampa, FL2026-10-16
MLG Wealth Management DBA Pine Grove Financial Group
97,712$11.7M1.1%ETFMediumWoodbury, MN2026-10-13
Aventus Investment Advisors, Inc.
97,577$11.7M8.5%ETFLowNaples, FL2026-10-09
Trek Financial, LLC
93,716$11.2M0.5%ETFHighScottsdale, AZ2026-10-29
Client 1ST Advisory Group, LLC
92,237$11.1M2.8%ETFVery LowDunedin, FL2026-10-19
Lineweaver Wealth Advisors, LLC
89,326$10.7M1.2%ETFLowValley View, OH2026-10-13
IFP Advisors, Inc
87,894$10.5M0.2%GrowthLowTampa, FL2026-10-16
Swmg, LLC
86,629$10.3M2.2%ETFMediumFort Worth, TX2026-10-23
Eagle Strategies LLC
86,379$10.4M1.0%ETFLowNew York, NY2026-10-16
Cardinal Strategic Wealth Guidance
83,586$10.0M2.3%ETFMediumLouisville, KY2026-11-02
Howard Bailey Securities, LLC
80,492$9.6M3.7%ETFMediumFort Wayne, IN2026-10-27
Apollon Wealth Management, LLC
74,475$8.9M0.1%GrowthLowMount Pleasant, SC2026-10-23
Pinnacle Wealth Planning Services, Inc.
73,681$8.8M0.9%GARPLowMansfield, OH2026-10-27
Cranbrook Wealth Management, LLC
73,032$8.8M1.7%ETFVery LowBloomfield Hills, MI2026-10-28
Ocean Park Asset Management, LLC
72,975$8.7M0.5%ETFLowSanta Monica, CA2026-10-21
Brookstone Capital Management
71,326$8.5M0.1%ETFMediumWheaton, IL2026-10-22
VestGen Advisors, LLC
64,574$7.7M0.2%GrowthMediumChicago, IL2026-10-27
Trust Point Inc.
61,918$7.4M0.6%CoreMediumLa Crosse, WI2026-10-27
Procyon Advisors, LLC
60,960$7.3M0.3%CoreVery LowShelton, CT2026-10-21
Sagespring Wealth Partners, LLC
60,300$7.2M0.1%ETFLowFranklin, TN2026-10-22
West Wealth Group, LLC
60,207$7.2M1.1%ETFMediumIrvine, CA2026-10-14
Lodestar Private Asset Management LLC
59,641$7.1M0.6%ETFLowAlamo, CA2026-10-26
Beam Wealth Advisors, Inc.
59,097$7.1M1.5%ETFMediumCovington, LA2026-11-03
Midwest Capital Advisors, LLC
58,405$7.0M2.5%ETFHighGrand Rapids, MI2026-11-04
Norris Perne & French LLP
58,006$7.0M0.3%GrowthLowGrand Rapids, MI2026-10-23
Cypress Wealth Services, LLC
57,845$7.0M0.8%ETFLowPalm Desert, CA2026-10-21
White Pine Investment Co
57,398$6.9K0.0%ETFVery LowLivonia, MI2026-10-15
Key Capital Management, Inc
57,007$6.8M2.5%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Sovran Advisors, LLC
56,627$6.8M0.5%ETFMediumSan Diego, CA2026-11-02
Nicholas Hoffman & Company, Llc.
55,431$6.6M0.1%ETFVery LowAtlanta, GA2026-10-30
Elevation Point Wealth Partners, LLC
55,059$6.6M0.1%CoreHighDenver, CO2026-11-05
Hoxton Planning & Management, LLC
53,728$6.4M1.6%ETFLowShepherdstown, WV2026-10-15
Bay Harbor Wealth Management, LLC
53,679$6.4M1.5%ETFMediumHunt Valley, MD2026-11-03
CFS Investment Advisory Services, LLC
53,651$6.5M0.4%ETFMediumTotowa, NJ2026-10-19
Forte Asset Management LLC
52,417$6.3M2.5%ETFLowBedford, NY2026-10-13
Montgomery Financial Services LLC
52,369$6.3M5.2%ETFN/AOcean City, MD2026-11-03
Blue Trust, Inc.
51,079$6.1M0.1%ETFLowBrentwood, TN2026-10-15
Plancorp, LLC
50,801$6.0M0.1%ETFLowSaint Louis, MO2026-11-03
Oppenheimer & Co Inc
50,189$6.0M0.1%CoreLowNew York, NY2026-10-26
LiftPoint Family Wealth Advisors LLC
49,659$6.0M4.0%ETFMediumFar Hills, NJ2026-11-03
B. Riley Wealth Advisors, Inc.
49,613$5.9M0.2%GrowthLowMemphis, TN2026-10-13
SigFig Wealth Management, LLC
49,023$5.9M0.1%ETFLowSan Francisco, CA2026-10-07
1900 Wealth Management LLC
48,914$5.9M0.3%ETFLowSan Antonio, TX2026-10-13
Revolve Wealth Partners, LLC
48,664$5.8M0.6%ETFVery LowHackensack, NJ2026-10-23
Sterling Capital Management LLC
48,618$5.8M0.1%GARPMediumCharlotte, NC2026-10-22
Kathmere Capital Management, LLC
47,767$5.7M0.3%ETFLowWayne, PA2026-10-20
Brighton Jones LLC
47,212$5.7M0.1%CoreVery LowSeattle, WA2026-11-03
McNaughton Wealth Management, LLC
46,225$5.5M1.9%ETFLowSan Diego, CA2026-10-09
Kingswood Wealth Advisors, LLC
44,590$5.3M0.2%GrowthLowSan Diego, CA2026-10-23
Kelleher Financial Advisors
43,887$5.3M1.4%CoreMediumNew York, NY2026-10-30
Parkside Financial Bank & Trust
43,633$5.2M0.3%CoreVery LowSaint Louis, MO2026-10-27
Breakwater Capital Group
43,543$5.2M0.6%ETFLowParamus, NJ2026-10-09
CoreCap Advisors, LLC
42,967$5.1M0.1%ETFMediumSouthfield, MI2026-10-08
Dominguez Wealth Management Solutions, Inc.
41,501$5.0M2.8%CoreVery LowWilliamsburg, VA2026-10-07
First Pacific Financial
41,421$5.0M0.5%ETFLowVancouver, WA2026-10-14
Diversified Management Inc
41,319$5.0M0.9%CoreVery LowMilwaukee, WI2026-10-08
Sterling Financial Planning, Inc.
40,191$4.8M1.3%ETFVery LowSparta, NJ2026-10-28
Fifth Third Wealth Advisors LLC
39,726$4.8M0.1%IndexVery LowCincinnati, OH2026-10-22
AMG National Trust Bank
39,628$4.7M0.1%ETFLowGreenwood Village, CO2026-11-05
Integrity Advisory Solutions, LLC
39,611$4.7M0.5%ETFMediumDallas, TX2026-10-29
BridgePort Financial Solutions, LLC
39,085$4.7M1.1%ETFLowFairfield, IA2026-11-02
Polaris Investment Advisors, LLC
38,908$4.7M3.0%ETFMediumFramingham, MA2026-10-20
Flagship Harbor Advisors, LLC
38,346$4.6M0.2%ETFMediumBoston, MA2026-10-26
Lanark Financial, Inc.
38,153$4.6M0.3%CoreMediumBirmingham, AL2026-10-26
Harbor Group, Inc.
38,007$4.6M0.5%ETFVery LowBedford, NH2026-10-14
Ascent Group, LLC
37,186$4.5M0.1%CoreLowVirginia Beach, VA2026-10-30
Sagace Wealth Management LLC
37,173$4.5M2.7%ETFLowSt. Petersburg, FL2026-10-28
Evolution Wealth Management Inc.
36,083$4.3M2.5%ETFMediumFort Myers, FL2026-10-28
One Wealth Capital Management, LLC
35,576$4.3M1.6%GrowthMediumScottsdale, AZ2026-10-23
Csenge Advisory Group
34,161$4.1M0.2%ETFMediumClearwater, FL2026-11-04
Rudd Co d/b/a Styre Wealth
34,031$4.0M3.9%ValueN/AFort Worth, TX2026-10-29
Omega Financial Group, LLC
34,026$4.1M1.3%ETFVery LowSanta Barbara, CA2026-10-29
Jacksonville Wealth Management, LLC
33,721$4.0M2.1%ETFVery LowJacksonville, FL2026-10-30
Assetmark, Inc
33,532$4.0M0.0%ETFLowConcord, CA2026-10-21
Cornerstone Planning Group LLC
32,950$4.0M0.5%ETFMediumFairfield, NJ2026-10-16
Advus Financial Partners, LLC
32,845$3.9M1.1%ETFLowWinter Park, FL2026-10-20
Apeiron RIA LLC
32,110$3.8M0.9%ETFMediumDallas, TX2026-10-08
Lantz Financial LLC
31,668$3.8M0.7%ETFLowNaperville, IL2026-10-15
BankPlus Wealth Management LLC
31,454$3.8M1.6%ETFLowJackson, MS2026-10-13
Shum Financial Group, Inc.
30,723$3.7M2.1%GrowthVery LowAlameda, CA2026-10-13
W Advisors, LLC
30,251$3.6M1.6%CoreLowGermantown, TN2026-11-02
ShoreHaven Wealth Partners, LLC
30,239$3.6M1.1%ETFMediumRed Bank, NJ2026-10-16
Farmers & Merchants Trust Co of Chambersburg PA
30,086$3.6K0.0%GARPLowChambersburg, PA2026-10-14
Forthright Family Wealth Advisory LLC
29,574$3.5M2.0%ETFHighHouston, TX2026-11-03
MMA Asset Management LLC
29,478$3.5M1.1%ETFMediumNew York, NY2026-11-02
Perigon Wealth Management, LLC
28,831$3.5M0.1%GrowthLowSan Francisco, CA2026-10-22
McKinley Carter Wealth Services, Inc.
28,566$3.4M0.2%ETFMediumWheeling, WV2026-10-16
Retirement Wealth Solutions LLC
27,725$3.3M1.8%ETFLowMarshfield, WI2026-10-07
Absolute Capital Management, LLC
27,655$3.3M0.8%ETFMediumPittsburgh, PA2026-10-16
SWP Financial LLC
27,266$3.3M1.5%ETFMediumEncinitas, CA2026-10-23
Ashton Thomas Securities, LLC
26,951$3.2M0.3%ETFMediumRochester, NY2026-10-26
Stone Summit Wealth LLC
25,589$3.1M0.8%ETFLowMiami, FL2026-10-14
Carnegie Investment Counsel
25,280$3.0M0.1%CoreLowPepper Pike, OH2026-10-20
Jnba Financial Advisors
25,098$3.0M0.2%ETFMediumBloomington, MN2026-11-03
Smart Wealth LLC
25,087$3.0M0.6%ETFHighOmaha, NE2026-11-04
Patten Group, Inc.
24,911$3.0M0.5%CoreLowChattanooga, TN2026-10-26
Rose Capital Advisors LLC
24,882$3.0M0.7%ETFN/AMiami Beach, FL2026-11-04
Ifrah Financial Services, Inc.
23,905$2.9M0.7%ETFLowLittle Rock, AR2026-10-13
Affiance Financial, LLC
23,689$2.8M0.4%ETFVery LowSt. Louis Park, MN2026-10-15
American Financial & TAX Strategies Inc
23,452$2.8M1.3%ETFVery LowNew York, NY2026-10-16
Maia Wealth LLC
23,144$2.8M0.4%ETFMediumDenver, CO2026-10-19
D.A. Davidson & Co.
22,912$2.7M0.0%CoreLowGreat Falls, MT2026-10-28
TSA Wealth Managment LLC
22,306$2.7M0.8%ETFMediumHouston, TX2026-10-22
First Horizon Corp
21,862$2.6M0.1%CoreLowMemphis, TN2026-10-26
HB Wealth Management, LLC
21,764$2.6M0.0%IndexVery LowAtlanta, GA2026-10-23
Clear Creek Financial Management, LLC
21,674$2.6M0.2%ETFMediumSilverdale, WA2026-10-28
Foundation Wealth Management, LLC
21,380$2.6M1.4%ETFLowClayton, MO2026-10-22
Ascentis Independent Advisors
21,334$2.6M0.2%ETFLowDallas, TX2026-11-03
Clayton Financial Group LLC
21,284$2.6M1.3%ETFLowSt. Louis, MO2026-10-13
Able Wealth Management LLC
21,256$2.6M0.6%ETFMediumToms River, NJ2026-10-13
Gen-Wealth Partners Inc
21,083$2.5M0.7%CoreLowZeeland, MI2026-11-04
Portfolio Resources Advisor Group, Inc.
20,731$2.5M2.1%ETFMediumCoral Gables, FL2026-10-20
Avestar Capital, LLC
20,356$2.4M0.2%GrowthLowNew York, NY2026-10-28
Washington Trust Bank
20,060$2.4M0.2%CoreLowSpokane, WA2026-11-03
Barden Capital Management, Inc.
20,041$2.4M2.2%GrowthLowAustin, TX2026-10-09
Archer Investment Management, LLC
19,768$2.4M0.7%ETFHighAustin, TX2026-10-13
Balefire, LLC
19,638$2.4M0.4%ETFMediumDallas, TX2026-10-09
Commonwealth Retirement Investments LLC
19,561$2.3M0.6%CoreMediumRichmond, VA2026-10-26
Zenith Solutions, Inc.
19,553$2.3M2.1%ETFN/APhiladelphia, PA2026-10-19
One Advisory Partners, LLC
19,377$2.3M0.6%ETFMediumOverland Park, KS2026-10-22
Spire Wealth Management
19,229$2.3M0.1%GrowthMediumMclean, VA2026-10-30
TD Private Client Wealth LLC
19,217$2.3M0.0%ETFLowNew York, NY2026-10-28
Scissortail Wealth Management, LLC
18,855$2.3M0.4%ETFLowTulsa, OK2026-11-03
Verdence Capital Advisors LLC
18,763$2.2M0.1%CoreMediumHunt Valley, MD2026-10-26
Mather Group, Llc.
18,704$2.2M0.0%ETFMediumChicago, IL2026-10-14
Angeles Investment Advisors, LLC
18,315$2.2M0.1%ETFMediumSanta Monica, CA2026-10-22
Penobscot Investment Management Company, Inc.
18,227$2.2M0.2%GrowthLowBoston, MA2026-10-26
Cannon Financial Strategists, Inc.
17,994$2.2M0.2%ETFVery LowAthens, GA2026-10-19
Market Street Wealth Management Advisors LLC
17,682$2.1M0.3%ETFMediumIndianapolis, IN2026-10-09
RFG Advisory, LLC
17,522$2.1M0.0%ETFMediumBirmingham, AL2026-11-03
Keystone Wealth Services, LLC
17,458$2.1M0.4%ETFHighPalm Desert, CA2026-11-03
Rossby Financial, LCC
17,407$2.1M0.3%ETFMediumMelbourne, FL2026-11-05
Visionary Wealth Advisors
17,287$2.1M0.1%ETFLowO'Fallon, IL2026-11-04
MKD Wealth Coaches, LLC
17,279$2.1M1.7%ETFVery LowTroy, MI2026-10-09
Farmers & Merchants Trust Co of Long Beach
17,275$2.1M0.4%CoreVery LowLong Beach, CA2026-10-22
Firethorn Wealth Partners, LLC
16,963$2.0M0.6%ETFLowAugusta, GA2026-10-14
Odyssey Capital Advisors, Inc.
16,869$2.0M1.4%ETFLowBala Cynwyd, PA2026-10-26
Integrated Advisors Network LLC
16,646$2.0M0.1%GrowthMediumDallas, TX2026-10-20
Advisory Solutions Group, LLC
16,509$2.0M0.4%ETFN/APlymouth, MN2026-10-14
Patton Albertson Miller Group, LLC
16,497$2.0M0.2%CoreLowChattanooga, TN2026-10-26
BCU Wealth Advisors, LLC
16,464$2.0M0.6%ETFLowVernon Hills, IL2026-10-16
Centurion Wealth Management LLC
16,404$2.0M0.5%ETFMediumMclean, VA2026-10-13
Tanglewood Wealth Management, Inc.
16,380$2.0M0.2%ETFMediumHouston, TX2026-10-23
Braun-Bostich & Associates Inc.
16,342$2.0M1.1%ETFMediumCanonsburg, PA2026-10-20
Focus Financial Network, Inc.
16,177$1.9M0.1%ETFLowMinneapolis, MN2026-10-14
ARK & TLK Investments, LLC
15,953$1.9M0.5%ETFLowOklahoma City, OK2026-10-20
Midwest Trust Co
15,799$1.9M0.0%CoreLowOverland Park, KS2026-10-22
Strata Wealth Advisors, LLC
15,397$1.8M0.4%ETFLowDallas, TX2026-10-16
Horst & Graben Wealth Management LLC
15,043$1.8M0.2%ETFMediumPortland, OR2026-11-02
Golden State Wealth Management, LLC
15,012$1.8M0.2%ETFMediumSanta Ana, CA2026-11-02
InvesTrust
14,671$1.8M0.7%CoreLowOklahoma City, OK2026-10-14
Sowell Financial Services LLC
14,436$1.7M0.1%CoreLowNorth Little Rock, AR2026-10-23
Sage Financial Group Inc
14,259$1.7M0.1%ETFVery LowW. Conshohocken, PA2026-10-27
Physician Wealth Advisors, Inc.
14,162$1.7M0.2%ETFMediumMidvale, UT2026-10-20
Unify Financial Advisors
13,904$1.7M1.5%ETFMediumClearwater, FL2026-11-03
Valeo Financial Advisors, LLC
13,779$1.7M0.0%ETFLowCarmel, IN2026-10-08
Pachira Investments Inc.
13,742$1.6M0.5%ETFLowDana Point, CA2026-10-14
WealthPlan Investment Management, LLC
13,720$1.6M0.1%GrowthMediumOmaha, NE2026-10-15
Two West Capital Advisors LLC
13,711$1.7M0.8%ETFLowOverland Park, KS2026-10-15
Stage Harbor Financial, LLC
13,561$1.6M0.9%ETFVery LowWestwood, MA2026-11-03
Embree Financial Group
13,502$1.6M0.2%ETFLowChicago, IL2026-10-22
Valley National Advisers Inc
13,387$1.6M0.2%ETFLowBethlehem, PA2026-10-23
Sigma Planning Corp
12,873$1.5M0.0%GrowthMediumAnn Arbor, MI2026-10-23
APS Management Group, Inc.
12,394$1.5M1.1%ETFMediumTorrance, CA2026-10-14
McAdam, LLC
12,380$1.5M0.1%ETFLowPhiladelphia, PA2026-10-21
Bison Wealth, LLC
12,307$1.5M0.1%GrowthMediumAtlanta, GA2026-10-13
Dynamic Financial Group
12,159$1.5M1.1%ETFLowCedar Falls, IA2026-10-28
Robertson Stephens Wealth Management, LLC
11,830$1.4M0.0%ETFMediumSan Francisco, CA2026-10-16
Wingate Wealth Advisors, Inc.
11,774$1.4M0.6%ETFVery LowLexington, MA2026-10-26
Beacon Financial Planning, Inc
11,253$1.3M0.5%ETFVery LowHyannis, MA2026-11-04
MFG Investments, LLC
11,181$1.3M1.4%ETFN/AMedford, NJ2026-10-30
FWG Investments, Llc.
11,120$1.3M0.6%ETFMediumLexington, KY2026-11-03
Pinnacle Associates LTD
11,053$1.3M0.0%CoreLowNew York, NY2026-10-20
Avidian Wealth Enterprises, LLC
11,020$1.3M0.0%ETFLowHouston, TX2026-10-08
Signal Advisors Wealth, LLC
10,878$1.3M0.1%ETFLowDetroit, MI2026-10-13
Caliber Wealth Management, LLC / KS
10,800$1.3M0.1%ETFLowOverland Park, KS2026-11-04
J.M. Arbour, LLC
10,764$1.3M1.0%CoreHighGardiner, ME2026-11-05
Wedbush Securities Inc
10,739$1.3K0.0%CoreLowPasadena, CA2026-10-22
SBK Financial, Inc.
10,728$1.3M0.6%N/AN/ARichmond, VA2026-11-02
Citizens Financial Group Inc
10,671$1.3M0.0%GrowthLowProvidence, RI2026-10-23
First Heartland Consultants, Inc.
10,660$1.3M0.1%ETFMediumLake St. Louis, MO2026-10-08
American State Bank (Iowa)
10,504$1.3M0.5%GrowthVery LowSioux Center, IA2026-11-03
Verus Capital Partners, LLC
10,430$1.2M0.1%GrowthLowScottsdale, AZ2026-11-03
Prospera Financial Services Inc
10,286$1.2M0.0%CoreMediumDallas, TX2026-11-04
Quadrant Private Wealth Management, LLC
10,216$1.2M0.2%GrowthLowCenter Valley, PA2026-11-04
Kestra Investment Management, LLC
10,146$1.2M0.0%ETFMediumAustin, TX2026-11-04
Triad Wealth Partners, LLC
10,143$1.2M0.1%ETFMediumLawrence, KS2026-10-26
Parallel Advisors, LLC
10,122$1.2M0.0%IndexLowSan Francisco, CA2026-11-03
Evergreen Capital Management LLC
10,112$1.2M0.0%GARPMediumBellevue, WA2026-10-23
Wilmington Savings Fund Society, FSB
10,063$1.2M0.0%CoreLowWilmington, DE2026-10-23
Quest 10 Wealth Builders, Inc.
10,015$1.2M0.9%ETFLowFuquay-Varina, VA2026-11-02
Lmcg Investments, LLC
9,921$1.2M0.1%CoreLowBoston, MA2026-10-21
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
9,867$1.2M0.1%ETFMediumWestlake, OH2026-10-14
Claro Advisors Inc.
9,811$1.2M0.1%CoreLowBoston, MA2026-11-02
Asset One Wealth Management LLC
9,794$1.2M0.1%GrowthLowBellevue, WA2026-11-02
Mechanics Bank Trust Department
9,754$1.2M0.1%CoreLowWalnut Creek, CA2026-10-13
First Citizens Financial Corp
9,667$1.2M0.5%ETFLowMason City, IA2026-10-02
Canvas Wealth Advisors, LLC
9,640$1.2M0.2%GrowthLowShawnee, KS2026-11-02
Davenport & Co LLC
9,640$1.2M0.0%CoreMediumRichmond, VA2026-10-14
JFS Wealth Advisors, LLC
9,601$1.2M0.1%ETFVery LowHermitage, PA2026-11-03
Raleigh Capital Management Inc.
9,565$1.1M0.4%CoreMediumCary, NC2026-10-28
SAX Wealth Advisors, LLC
9,314$1.1M0.0%ETFVery LowParsippany, NJ2026-10-13
Facet Wealth, Inc.
9,297$1.1M0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Luts & Greenleigh Group, Inc.
9,284$1.1M0.8%CoreVery LowBethesda, MD2026-11-05
Sherman Wealth Management LLC
9,261$1.1M0.8%ETFLowGaithersburg, MD2026-10-16
Cornerstone Wealth Advisors, Inc.
9,204$1.1M0.2%ETFLowEdina, MN2026-10-16
Hazlett, Burt & Watson, Inc.
9,090$884.2K0.5%CoreVery LowWheeling, WV2026-11-04
Avantax Planning Partners, Inc.
9,049$1.1M0.0%ETFLowDubuque, IA2026-11-03
Apella Capital, LLC
8,871$1.1M0.0%ETFVery LowWest Hartford, CT2026-10-08
Alterna Wealth Management, Inc
8,836$1.1M0.6%ETFMediumHouston, TX2026-10-27
Unique Wealth, LLC
8,591$1.0M0.1%ETFMediumTampa, FL2026-10-16
Meridian Wealth Management, LLC
8,512$1.0M0.0%GrowthLowLexington, KY2026-11-05
Mycio Wealth Partners, LLC
8,437$1.0M0.2%Deep ValueVery LowPhiladelphia, PA2026-11-04
ASL Financial, LLC
8,382$1.0M0.7%ETFVery LowLos Gatos, CA2026-10-15
Legacy Advisory Services, LLC
8,253$989.0K0.7%ETFMediumExton, PA2026-10-20
Taylor & Morgan Wealth Management, LLC
8,209$983.7K0.5%ETFVery LowTroy, MI2026-10-09
LVW Advisors, LLC
8,202$982.8K0.1%CoreMediumPittsford, NY2026-10-19
BIP Wealth, LLC
8,170$979.0K0.0%ETFMediumAtlanta, GA2026-10-22
Interchange Capital Partners, LLC
8,168$974.5K0.2%GrowthLowPittsburgh, PA2026-10-28
Balance Wealth Partners LLC
8,168$978.7K0.2%ETFMediumWorthington, OH2026-10-27
Addenda Capital Inc.
8,143$975.8K0.0%GARPLowMontreal, Austria2026-10-13
Collective Family Office LLC
8,110$971.8K0.2%ETFLowYork, PA2026-10-05
M Holdings Securities, Inc.
8,099$966.0K0.4%ETFHighPortland, OR2026-11-03
Global Wealth Management Investment Advisory, Inc.
8,085$968.9K0.1%CoreLowFort Lauderdale, FL2026-11-04
Mainstream Capital Management LLC
7,916$948.6K0.6%GrowthLowLos Angeles, CA2026-10-23
Mosley Wealth Management
7,878$941.3K0.3%ETFHighAnaheim, CA2026-10-16
Hutchens & Kramer Investment Management Group, LLC
7,874$943.5K0.3%ETFLowIndianapolis, IN2026-10-16
Sound Financial Strategies Group, LLC
7,823$937.4K0.6%ETFMediumMadison, MS2026-10-30
Targeted Financial Services LLC
7,818$936.8K0.7%ETFLowSeminole, FL2026-10-19
James J. Burns & Company, LLC
7,751$928.8K0.1%ETFVery LowMelville, NY2026-10-22
Asempa Wealth Advisors
7,699$918.0K0.7%ETFLowBaton Rouge, LA2026-10-07
GGM Financial LLC
7,618$912.8K0.3%ETFMediumColumbus, OH2026-11-05
Financial Perspectives, Inc
7,615$912.5K0.2%GrowthVery LowMinneapolis, MN2026-11-03
Diversified Enterprises, LLC
7,610$911.9K0.0%ETFVery LowWilmington, DE2026-10-19
Bryn Mawr Trust Advisors, LLC
7,541$903.7K0.0%CoreLowPhiladelphia, PA2026-11-04
Signature Estate & Investment Advisors LLC
7,374$883.6K0.0%ETFMediumLos Angeles, CA2026-10-13
Arcadia Wealth Management, LLC
7,335$879.0K0.3%ETFLowManchester, NH2026-10-22
Palisade Asset Management, LLC
7,290$873.6K0.1%CoreVery LowMinneapolis, MN2026-11-03
Private Trust Co NA
7,271$871.3K0.1%CoreLowCleveland, OH2026-10-20
Stackstone Wealth, LLC
7,221$865.3K0.1%CoreN/ADubuque, IA2026-10-19
James Investment Research, Inc.
7,162$858.2K0.1%CoreLowAlpha, OH2026-10-22
Noble Family Wealth, LLC
7,160$858.0K0.2%ETFVery LowClearwater, FL2026-10-26
Net Worth Advisory Group
7,158$853.5K0.2%GARPMediumSandy, UT2026-10-20
Fragasso Financial Advisors Inc
7,146$859.6K0.0%ETFLowSewickley, PA2026-10-13
Americana Partners, LLC
6,925$829.8K0.0%CoreMediumHouston, TX2026-10-28
Northland Securities, Inc.
6,913$828.4K0.5%ETFLowMinneapolis, MN2026-11-02
Tassel Capital Management, Inc.
6,913$828.4K0.4%ETFLowMatthews, NC2026-10-20
Avantra Family Wealth, Inc.
6,888$825.4K0.5%CoreMediumMechanicsburg, PA2026-10-20
SilverOak Wealth Management LLC
6,865$822.6K0.1%ETFVery LowEdina, MN2026-10-29
Fulton Bank, N.A.
6,814$816.5K0.0%CoreLowLancaster, PA2026-10-14
Associated Banc-Corp
6,749$808.7K0.0%CoreLowGreen Bay, WI2026-10-30
PFG Advisors
6,746$808.4K0.0%ETFMediumPhoenix, AZ2026-10-16
Central Pacific Bank - Trust Division
6,715$804.7K0.1%CoreMediumHonolulu, HI2026-10-06
Semus Wealth Partners LLC
6,661$798.2K0.4%GrowthLowBoca Raton, FL2026-10-22
Birch Hill Investment Advisors LLC
6,650$796.9K0.0%CoreVery LowBoston, MA2026-10-16
LifeSteps Financial, Inc.
6,644$796.1K0.4%ETFLowClaremont, CA2026-10-15
Rockland Trust Co
6,619$793.2K0.0%CoreLowHanover, MA2026-10-05
Baker Tilly Wealth Management, LLC
6,606$791.6K0.2%GrowthLowMadison, WI2026-10-05
B.O.S.S. Retirement Advisors, LLC
6,547$784.6K0.2%ETFMediumLehi, UT2026-10-26
Omni 360 Wealth, Inc.
6,372$763.6K0.3%ETFLowPlainsboro, NJ2026-10-13
RCS Financial Planning, LLC
6,268$751.1K0.4%ETFMediumAnnapolis, MD2026-10-14
Klingman & Associates, LLC
6,249$748.8K0.0%ETFVery LowNew York, NY2026-10-20
Lloyd Advisory Services, Llc.
6,160$738.1K0.3%ETFVery HighSuwanee, GA2026-11-02
Ascentis Wealth Management, LLC
6,080$728.7K0.1%Agg GrowthLowDallas, TX2026-11-03
Cypress Capital Group
5,958$713.9K0.1%CoreLowPalm Beach, FL2026-11-03
StoneX Group Inc.
5,954$722.4K0.0%ETFMediumNew York, NY2026-11-03
Keybank National Association
5,946$712.5K0.0%CoreLowBrooklyn, OH2026-11-04
Washington Trust Co
5,863$702.6K0.0%GrowthVery LowWesterly, RI2026-10-22
HRC Wealth Management, LLC
5,823$697.8K0.3%ETFVery LowMoscow, ID2026-10-16
A4 Wealth Advisors LLC
5,723$685.8K0.4%ETFHighHuntersville, NC2026-10-20
Independent Financial Group, LLC
5,635$675.3K0.0%GrowthLowSan Diego, CA2026-10-13
Sentinel Advisory Group, LLC
5,590$669.9K0.3%ETFVery LowMiddleton, WI2026-10-20
TD Waterhouse Canada Inc.
5,577$664.9K0.0%CoreLowToronto, Australia2026-10-16
Confluence Wealth Services, Inc.
5,553$665.3K0.0%ETFVery LowMcmurray, PA2026-11-05
Krilogy Financial LLC
5,548$663.6K0.0%GrowthLowSt. Louis, MO2026-10-13
Schneider Downs Wealth Management Advisors, LP
5,471$655.6K0.1%ETFVery LowPittsburgh, PA2026-10-27
Carmel Capital Partners, LLC
5,332$638.9K0.2%ValueMediumSan Diego, CA2026-11-03
Independence Bank of Kentucky
5,266$631.0K0.1%GrowthLowOwensboro, KY2026-10-26
Signature Equity Partners, LLC
5,244$628.3K0.2%GrowthMediumColumbus, OH2026-10-29
Legacy Wealth Partners, LLC
5,183$621.1K0.1%ETFHighLakewood, CO2026-10-15
Montecito Bank & Trust
5,156$617.8K0.1%GrowthVery LowSanta Barbara, CA2026-10-01
Cedar Point Capital Partners, LLC
5,108$612.0K0.4%ETFMediumCedar Rapids, IA2026-10-29
Trust Co of Vermont
5,057$606.0K0.0%CoreVery LowBrattleboro, VT2026-10-21
Koshinski Asset Management, Inc.
5,032$603.0K0.0%ETFLowDecatur, IL2026-10-29
Gables Capital Management Inc.
5,007$600.0K0.2%GrowthVery LowMiami, FL2026-11-04
EverSource Wealth Advisors, LLC
4,956$594.0K0.0%CoreMediumBirmingham, AL2026-11-04
Mission Wealth Management, LP
4,797$574.8K0.0%ETFLowSanta Barbara, CA2026-10-15
Aegis Wealth Management, Inc.
4,775$572.2K0.3%ETFMediumGuthrie Center, IA2026-10-26
Spectrum Advisors, Inc.
4,748$569.0K0.4%N/AN/APlano, TX2026-11-03
Narus Financial Partners, LLC
4,744$568.5K0.2%ValueLowSalt Lake City, UT2026-10-19
Decker Retirement Planning Inc.
4,742$568.3K0.2%Agg GrowthVery HighLevi, UT2026-10-19
Cape Investment Advisory, Inc.
4,674$560.1K0.1%ETFLowMcdonough, GA2026-10-13
Chicago Partners Investment Group LLC
4,631$545.3K0.0%GARPLowChicago, IL2026-10-27
Patriot Financial Group Insurance Agency, LLC
4,601$551.4K0.1%GrowthLowWalpole, MA2026-10-14
Centennial Advisors, LLC
4,510$540.5K0.6%ETFHighAustin, TX2026-10-21
Peterson Wealth Advisors, LLC
4,491$538.2K0.1%ETFLowOrem, UT2026-10-08
Accelerate Investment Advisors LLC
4,486$537.6K0.3%ETFLowAliso Viejo, CA2026-11-02
Leisure Capital Management
4,477$536.5K0.2%CoreLowCosta Mesa, CA2026-11-03
Beacon Financial Group
4,445$532.6K0.0%ETFMediumDallas, TX2026-10-19
Moneco Advisors, LLC
4,442$532.3K0.0%ETFLowFairfield, CT2026-11-05
Uptick Partners, LLC
4,361$522.6K0.1%ETFLowNacogdoches, TX2026-11-04
Harbour Capital Advisors, LLC
4,321$517.8K0.1%GrowthLowTysons Corner, VA2026-10-13
Wealthcare Advisory Partners LLC
4,304$515.7K0.0%ETFLowWest Chester, PA2026-10-21
Aspiriant, LLC
4,277$512.6K0.0%ETFVery LowLos Angeles, CA2026-10-16
Latitude Advisors, LLC
4,243$508.5K0.2%ETFLowYorkville, IL2026-10-27
Prime Capital Investment Advisors, LLC
4,233$507.2K0.0%ETFLowOverland Park, KS2026-10-20
MassMutual Private Wealth & Trust, FSB
4,213$504.8K0.0%CoreLowSpringfield, MA2026-10-05
Unified Investment Management
4,189$502.0K0.4%CoreLowAtlanta, GA2026-10-14
Hickory Point Bank & Trust
4,174$500.2K0.3%CoreVery LowDecatur, IL2026-10-01
Vann Equity Management LLC
4,145$496.7K0.3%GrowthMediumPlano, TX2026-10-08
Summit Financial Strategies, Inc.
4,125$494.3K0.0%ETFLowColumbus, OH2026-10-14
Sheets Smith Wealth Management
4,008$480.3K0.1%CoreLowWinston-Salem, NC2026-10-16
Eastern Bank
4,002$479.6K0.0%GrowthMediumBoston, MA2026-10-05
Modera Wealth Management, LLC
3,998$479.1K0.0%ETFVery LowWestwood, NJ2026-10-28
Droms Strauss Advisors Inc
3,997$479.0K0.1%ETFLowSt. Louis, MO2026-11-03
Elevation Wealth Management LLC
3,971$475.9K0.3%Agg GrowthLowEden Prairie, MN2026-11-02
Blue Capital, Inc.
3,957$474.2K0.3%CoreHighOmaha, NE2026-10-13
Fifth Third Securities, Inc.
3,948$473.1K0.0%ETFLowCincinnati, OH2026-10-21
Hilltop National Bank
3,875$464.3K0.1%CoreLowCasper, WY2026-10-14
Daymark Wealth Partners, LLC
3,875$464.3K0.0%CoreLowCincinnati, OH2026-11-04
Pines Wealth Management, LLC
3,844$460.6K0.1%GrowthLowSouthern Pines, NC2026-10-21
HUB Investment Partners, LLC
3,717$445.4K0.0%GrowthLowAustin, TX2026-11-03
Old National Bancorp
3,680$441.0K0.0%CoreLowEvansville, IN2026-10-20
Cooper Financial Group
3,680$441.0K0.0%GrowthMediumIrvine, CA2026-10-07
Guidance Point Advisors, LLC
3,663$438.9K0.1%ETFVery LowWellesley, MA2026-10-15
Wolff Financial Management LLC
3,652$437.7K0.1%ETFVery LowKalamazoo, MI2026-10-23
Farmers & Merchants Investments Inc
3,615$433.2K0.0%CoreVery LowLincoln, NE2026-10-22
Sapient Capital LLC
3,609$432.5K0.0%GrowthMediumIndianapolis, IN2026-10-08
Aspen Wealth Management LLC
3,582$429.2K0.1%ETFLowFort Worth, TX2026-10-14
Doliver Advisors, LP
3,566$427.3K0.1%GARPLowHouston, TX2026-10-01
Bluedoor Private Wealth, LLC
3,519$421.7K0.2%CoreLowBeverly, MA2026-11-05
XY Planning Network, Inc.
3,502$419.6K0.0%ETFLowBozeman, MT2026-10-14
GHP Investment Advisors, Inc.
3,480$417.0K0.0%CoreVery LowDenver, CO2026-10-15
Milestone Asset Management Group, LLC
3,449$413.3K0.2%ETFVery LowAvon, CT2026-10-20
Evanson Financial, LLC
3,431$411.1K0.0%ETFN/AMclean, VA2026-10-23
Connecticut Wealth Management, LLC
3,422$410.1K0.0%ETFLowFarmington, CT2026-10-13
CGN Advisors LLC
3,400$407.4K0.0%ETFLowManhattan, KS2026-10-21
Lockerman Financial Group, Inc.
3,376$404.6K0.6%ETFMediumNewport Beach, CA2026-10-19
PUREfi Wealth, LLC
3,296$394.9K0.2%GrowthMediumBoston, MA2026-10-19
Security Financial Services, Inc.
3,264$391.2K0.1%ETFMediumFort Wayne, IN2026-10-29
Triangle Securities Wealth Management
3,262$390.9K0.1%CoreLowRaleigh, NC2026-10-14
Conning Inc.
3,255$390.0K0.0%CoreMediumHartford, CT2026-10-27
Fiscal Wisdom Wealth Management, LLC
3,242$388.5K0.5%ETFMediumCanton, CT2026-10-16
Heartwood Wealth Advisors LLC
3,227$386.7K0.0%ETFLowRichmond, VA2026-10-05
Laurel Wealth Advisors LLC
3,207$384.3K0.0%CoreVery LowCharlotte, NC2026-10-27
Sterling Group Wealth Management, LLC
3,193$382.6K0.1%ETFLowPasadena, CA2026-11-03
OpenArc Corporate Advisory, LLC
3,165$379.3K0.0%GrowthLowAtlanta, GA2026-10-21
Ehrlich Financial Group
3,154$377.9K0.2%ETFHighLaguna Niguel, CA2026-10-20
Cyndeo Wealth Partners, LLC
3,152$377.7K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Kelly Financial Services LLC
3,122$374.1K0.1%ETFMediumBraintree, MA2026-10-20
Meitav Investment House LTD
3,115$373.3K0.0%ETFMediumBene-Beraq, Luxembourg2026-10-28
Aprio Wealth Management, LLC
3,094$370.7K0.0%ETFMediumAtlanta, GA2026-10-28
Ledyard National Bank
3,094$370.8K0.0%CoreLowHanover, NH2026-10-21
Hardworking Capital Advisors, LLC
3,060$366.7K0.3%GrowthMediumPalm Desert, CA2026-10-20
Sanchez Gaunt Capital Management, LLC
3,033$363.4K0.2%ETFN/AReno, NV2026-11-03
Mission Financial Group, LLC
2,999$359.4K0.3%ETFN/AHonolulu, HI2026-10-21
Waldron Private Wealth LLC
2,985$357.7K0.0%ETFVery LowBridgeville, PA2026-11-02
Lifelong Wealth Advisors, Inc.
2,965$355.3K0.1%ETFLowArden Hills, MN2026-10-19
Tempus Wealth Planning, LLC
2,955$354.1K0.1%ETFMediumIrvine, CA2026-10-14
Patten & Patten Inc
2,950$353.5K0.0%CoreLowChattanooga, TN2026-10-26
Fortress Financial Group, LLC
2,894$346.8K0.2%ETFMediumRochester, MN2026-10-21
POM Investment Strategies, LLC
2,885$345.7K0.3%ETFVery HighRaleigh, NC2026-10-20
Walkner Condon Financial Advisors LLC
2,882$345.4K0.0%ETFLowVerona, WI2026-11-02
Global Wealth Strategies & Associates
2,816$337.4K0.1%ETFLowDenver, CO2026-10-02
Midwest Heritage Bank, FSB
2,807$336.3K0.1%ETFVery LowWest Des Moines, IA2026-10-26
Strategy Asset Managers LLC
2,786$333.8K0.1%CoreLowPasadena, CA2026-10-14
Wedmont Private Capital
2,782$331.2K0.0%IndexVery LowWest Chester, PA2026-10-09
Highland Capital Management, LLC
2,782$333.3K0.0%GrowthMediumMemphis, TN2026-10-26
Focused Alpha, LLC
2,777$332.8K0.1%CoreMediumDenver, CO2026-10-20
Hurlow Wealth Management Group, Inc.
2,777$332.8K0.1%ETFVery LowBloomington, IN2026-10-29
KFA Private Wealth Group, LLC
2,766$331.5K0.1%ETFLowTysons, VA2026-10-07
ERn Financial, LLC
2,716$325.5K0.1%ETFVery LowMiddleton, WI2026-10-28
Kelly Financial Group LLC
2,701$323.6K0.1%ETFLowWethersfield, CT2026-10-16
Synergy Asset Management, LLC
2,629$315.0K0.0%GrowthHighVancouver, WA2026-11-05
Cortland Associates Inc
2,614$313.0K0.0%ValueMediumSt Louis, MO2026-10-29
Legacy Wealth Asset Management, LLC
2,587$310.0K0.1%GARPMediumWoodbury, MN2026-10-09
Certuity, LLC
2,580$309.2K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Redhawk Wealth Advisors, Inc.
2,516$301.5K0.0%ETFHighMinneapolis, MN2026-10-14
Provenance Wealth Advisors, LLC
2,504$300.1K0.0%ETFLowFort Lauderdale, FL2026-10-30
World Equity Group, Inc.
2,496$299.1K0.1%GrowthMediumSchaumburg, IL2026-10-14
JGP Wealth Management, LLC
2,483$297.5K0.0%CoreLowBend, OR2026-10-13
Venture Visionary Partners LLC
2,473$296.3K0.0%CoreLowSylvania, OH2026-10-07
Altfest L J & Co Inc
2,473$296.3K0.0%ETFHighNew York, NY2026-10-27
Sutton Place Investors LLC
2,451$293.7K0.1%ETFLowArmonk, NY2026-10-20
Community Financial Services Group, LLC
2,451$292.2K0.0%GrowthLowNewport, VT2026-10-15
My Personal CFO, LLC
2,447$293.2K0.1%ETFHighVancouver, WA2026-10-14
Forvis Mazars Wealth Advisors, LLC
2,431$291.3K0.0%ETFVery LowSpringfield, MO2026-10-13
McGlone Suttner Wealth Management, Inc.
2,422$290.3K0.0%ETFVery LowAppleton, WI2026-10-13
Goldstein Advisors, LLC
2,421$290.1K0.0%ETFMediumMadison, WI2026-10-15
Spinnaker Investment Group, LLC
2,419$289.9K0.0%ETFLowNewport Beach, CA2026-10-13
LongView Wealth Management
2,391$286.5K0.1%ETFLowAtlanta, GA2026-10-19
Atlatl Advisers LLC
2,389$286.3K0.1%Agg GrowthHighMadison, WI2026-10-22
Yoffe Investment Management, LLC
2,358$282.6K0.3%CoreVery LowLemoyne, PA2026-11-02
Sky Investment Group LLC
2,357$282.4K0.0%CoreVery LowHartford, CT2026-10-30
Oakworth Capital, Inc.
2,355$282.2K0.0%ETFLowBirmingham, AL2026-10-26
Clear Retirement Advice LLC
2,331$279.3K0.2%ETFVery LowSan Mateo, CA2026-10-22
Pettinga Financial Advisors LLC
2,330$279.2K0.0%ETFMediumEvansville, IN2026-10-13
Orin Green Financial, LLC
2,310$276.8K0.1%ETFVery LowSan Diego, CA2026-10-19
Fonville Wealth Management LLC
2,287$274.1K0.0%ETFVery LowRichmond, VA2026-10-28
Fulton Breakefield Broenniman LLC
2,283$273.6K0.0%GrowthLowBethesda, MD2026-11-03
Beacon Financial Advisory LLC
2,208$264.6K0.1%ETFLowCleveland, OH2026-10-16
Retirement Solution LLC
2,172$260.3K0.1%ETFMediumRedmond, WA2026-10-27
Gateway Investment Advisers LLC
2,136$256.0K0.0%GrowthLowCincinnati, OH2026-10-13
CRA Financial Services, LLC
2,125$254.6K0.0%ETFVery LowNorthfield, NJ2026-10-16
Centerline Wealth Advisors, LLC
2,125$254.6K0.1%ETFHighLouisville, KY2026-10-15
Neumann Capital Management, LLC
2,125$254.6K0.1%GrowthVery LowFoster City, CA2026-10-15
American National Bank & Trust
2,118$253.8K0.0%CoreVery LowWichita Falls, TX2026-10-07
Cornerstone Wealth Management, LLC
2,104$252.2K0.0%ETFVery LowSt. Peters, MO2026-11-04
Walleye Partners, LLC
2,100$251.6K0.3%ValueLowMadison, WI2026-10-13
Marino, Stram & Associates LLC
2,097$251.2K0.0%ETFVery LowBraintree, MA2026-10-22
AA Financial Advisors, LLC
2,088$250.2K0.0%ETFMediumColumbus, OH2026-10-19
International Assets Investment Management, LLC
2,088$248.9K0.0%CoreVery HighOrlando, FL2026-11-02
Integrated Wealth Management
2,065$247.5K0.2%ETFHighUniontown, OH2026-10-19
Williams Jones Wealth Management, Llc.
2,064$247.3K0.0%GrowthLowNew York, NY2026-11-05
Financial Partners Group, Inc
2,041$244.6K0.0%ETFLowOverland Park, KS2026-10-19
Stirlingshire Investments, Inc.
2,039$244.3K0.2%ETFMediumNew York, NY2026-11-05
Watchman Group, Inc.
1,983$237.6K0.1%ETFLowPlano, TX2026-10-16
Armstrong Advisory Group, Inc
1,967$235.7K0.0%ETFHighNeedham, MA2026-10-09
First Financial Corp
1,936$232.0K0.1%CoreVery LowTerre Haute, IN2026-10-13
Commonwealth Financial Services, LLC
1,934$231.8K0.0%ETFMediumVienna, WV2026-10-20
XML Financial, LLC
1,914$229.4K0.0%ETFLowBethesda, MD2026-10-29
Town Capital LLC
1,911$229.0K0.1%ETFHighBel Air, MD2026-11-03
NorthLanding Financial Partners, LLC
1,900$227.7K0.2%ETFLowRochester, NY2026-10-15
Islay Capital Management, LLC
1,894$227.0K0.1%ETFMediumLubbock, TX2026-10-20
Essex Bank
1,865$223.5K0.0%CoreLowEssex, CT2026-10-16
Quartz Partners, LLC
1,864$223.4K0.1%GARPMediumSaratoga Springs, NY2026-11-03
Elevated Financial Group LLC
1,853$222.0K0.1%ETFMediumIndianapolis, IN2026-10-16
Plante Moran Financial Advisors, LLC
1,852$221.9K0.0%ETFVery LowSouthfield, MI2026-11-04
Networth Advisors, LLC
1,839$220.4K0.1%ETFMediumCanonsburg, PA2026-11-03
Cornerstone Wealth, LLC
1,833$215.8K0.1%ETFMediumGreeneville, TN2026-10-28
Alhambra Investment Management LLC
1,831$219.4K0.1%CoreLowPalmetto Bay, FL2026-10-15
Intelligence Driven Advisers, LLC
1,807$216.5K0.0%ETFLowCarlsbad, CA2026-10-09
NTV Asset Management LLC
1,771$212.3K0.0%GrowthLowCharleston, WV2026-10-23
Flagstar Securities, Inc
1,756$210.5K0.1%ETFVery LowNew York, NY2026-10-15
PKS Advisory Services, LLC
1,751$218.0K0.0%ETFMediumAlbany, NY2026-10-26
Winthrop Advisory Group LLC
1,729$207.2K0.0%ETFVery LowBoston, MA2026-10-22
Single Point Partners, LLC
1,712$205.1K0.0%ETFVery LowBoston, MA2026-10-19
Veracity Capital LLC
1,708$204.7K0.1%GrowthLowAtlanta, GA2026-10-08
Hobart Private Capital, LLC
1,706$204.4K0.0%ETFMediumCharlotte, NC2026-10-19
Resonant Capital Advisors, LLC
1,692$202.8K0.0%ETFLowMadison, WI2026-10-15
Heritage Family Offices, LLP
1,644$197.0K0.1%GrowthHighScottsdale, AZ2026-11-02
Sage Mountain Advisors LLC
1,616$193.6K0.0%ETFLowAtlanta, GA2026-11-02
Alpine Bank Wealth Management
1,600$191.7K0.0%ETFHighGrand Junction, CO2026-10-16
Reap Financial Group, LLC
1,540$184.5K0.0%ETFLowAustin, TX2026-11-02
Rosenberg Matthew Hamilton
1,503$180.1K0.0%ETFVery LowGrand Junction, CO2026-10-05
Arcadia Investment Advisors LLC
1,500$179.7K0.1%ETFLowEagle, ID2026-10-13
Tounjian Advisory Partners, LLC
1,363$163.3K0.1%GrowthHighFort Myers, FL2026-11-04
Evermay Wealth Management LLC
1,291$154.7K0.0%ETFLowArlington, VA2026-11-05
UMB Private Wealth Management, LLC
1,271$152.3K0.1%GrowthN/AKansas City, MO2026-10-19
Loring Wolcott & Coolidge Fiduciary Advisors LLP
1,236$148.1K0.0%GrowthVery LowBoston, MA2026-10-23
Balentine LLC
1,220$146.2K0.0%ETFLowAtlanta, GA2026-11-03
Blue Bell Private Wealth Management, LLC
1,125$134.8K0.0%YieldVery LowBlue Bell, PA2026-10-29
Gamma Investing LLC
1,110$133.0K0.0%IndexVery LowFoster City, CA2026-10-08
City Holding Co
1,100$131.8K0.0%CoreLowCharleston, WV2026-10-19
Hanson & Doremus Investment Management
1,074$1290.0%CoreVery LowBurlington, VT2026-10-16
Larson Financial Group LLC
1,073$128.6K0.0%GrowthLowSt Louis, MO2026-11-05
Moisand Fitzgerald Tamayo, LLC
1,060$127.0K0.0%ETFVery LowOrlando, FL2026-10-15
Creative Financial Designs Inc
985$118.0K0.0%ETFMediumKokomo, IN2026-11-04
Pinnacle Bancorp, Inc.
973$116.6K0.0%CoreVery LowBeatrice, NE2026-10-21
Angeles Wealth Management, LLC
972$116.5K0.0%ETFLowSanta Monica, CA2026-10-26
Dynamic Wealth Strategies, LLC
967$115.9K0.1%ETFLowGranite Bay, CA2026-10-16
Peterson Wealth Services
960$115.0K0.0%GrowthHighSouth Ogden, UT2026-10-26
Elevated Capital Advisors, LLC
956$114.6K0.0%ETFMediumSandy, UT2026-11-04
Wolff Wiese Magana LLC
935$112.0K0.1%GrowthLowCarslbad, CA2026-10-15
Murphy & Mullick Capital Management Corp
902$108.1K0.1%GrowthLowSmithtown, NY2026-11-02
Indiana Trust & Investment Management Co
894$107.1K0.0%GrowthLowMishawaka, IN2026-10-22
MeadowBrook Investment Advisors LLC
891$105.5K0.1%CoreLowLivonia, MI2026-10-29
William Mack & Associates, Inc.
870$104.3K0.0%ETFLowTroy, MI2026-10-27
Financial Consulate, Inc
830$99.5K0.0%ETFLowHunt Valley, MD2026-10-23
Wealth Enhancement Trust Services, Inc.
805$96.5K0.0%GrowthMediumSioux Falls, SD2026-10-07
Thurston, Springer, Miller, Herd & Titak, Inc.
798$95.6K0.2%GrowthMediumIndianapolis, IN2026-10-14
Edgemoor Investment Advisors, Inc.
710$85.1K0.0%CoreVery LowBethesda, MD2026-11-03
Capital Investment Advisory Services, LLC
686$82.5K0.0%CoreMediumRaleigh, NC2026-10-30
AlphaCore Capital LLC
670$80.3K0.0%ETFLowLa Jolla, CA2026-11-04
Ares Financial Consulting, LLC
647$77.6K0.1%CoreLowCalabasas, CA2026-10-19
Hoey Investments, Inc
639$76.6K0.0%Agg GrowthLowCoatesville, PA2026-10-29
Downshift Financial, LLC
634$76.0K0.0%ETFLowBoulder, CO2026-10-13
Mowery & Schoenfeld Wealth Management, LLC
609$73.0K0.1%GrowthMediumLincolnshire, IL2026-10-28
Harbor Investment Advisory, LLC
607$72.7K0.0%GrowthLowLutherville, MD2026-10-13
Allspring Global Investments Holdings, LLC
530$64.1K0.0%CoreMediumCharlotte, NC2026-11-04
Kings Path Partners LLC
520$62.3K0.0%ETFVery LowSugar Land, TX2026-10-21
Mascoma Wealth Management LLC
519$62.2K0.0%ETFVery LowHanover, NH2026-10-23
Clark Wealth Partners
491$58.8K0.0%ETFVery LowO'Fallon, IL2026-10-19
Team Financial Group, LLC
464$55.6K0.0%ETFLowTemecula, CA2026-10-30
Glass Jacobson Investment Advisors llc
454$54.4K0.0%ETFLowOwings Mills, MD2026-10-26
West Financial Advisors, LLC
430$51.5K0.0%ETFLowDes Moines, IA2026-10-22
Hughes Financial Services, LLC
426$51.3K0.0%ETFLowHerndon, VA2026-10-30
Bradley & Co. Private Wealth Management, LLC
422$50.6K0.0%CoreVery LowMiami, FL2026-10-23
Compass Financial Management LLC
414$49.6K0.0%CoreN/ATampa, FL2026-10-30
Root Financial Partners, LLC
399$47.8K0.0%ETFMediumEncinitas, CA2026-10-21
Asset Dedication, LLC
338$40.5K0.0%ETFLowSan Francisco, CA2026-11-03
Silver Grove Financial Group, Inc.
325$38.9K0.0%CoreMediumOrchard Park, NY2026-11-05
Harbor Asset Planning, Inc.
324$38.8K0.0%ETFVery LowBelmont, MA2026-10-23
Cedar Mountain Advisors, LLC
324$38.9K0.0%ETFVery LowLake Oswego, OR2026-10-15
Morling Financial Advisors, LLC
318$38.1K0.0%ETFLowFremont, CA2026-10-28
Rydar Equities, Inc.
317$38.0K0.0%CoreVery LowWeatherford, TX2026-10-13
Yankcom Partnership
301$36.1K0.0%CoreVery LowYankton, SD2026-10-15
Coastline Trust Co
282$33.8K0.0%GrowthVery LowProvidence, RI2026-10-01
Maryland Capital Advisors Inc.
280$33.6K0.0%ETFVery LowChester, MD2026-10-15
Barnes Dennig Private Wealth Management LLC
278$33.3K0.0%CoreLowCincinnati, OH2026-10-30
Breakwater Investment Management
275$33.0K0.0%ETFLowSeattle, WA2026-10-20
Richardson Capital Management LLC
245$29.3K0.0%ETFLowMenomonee Falls, WI2026-10-23
Tsfg, LLC
243$290.0%ETFLowLake Forest, IL2026-10-23
NorthAvenue LLC
240$28.7K0.0%ETFVery LowColumbus, OH2026-10-29
Bangor Savings Bank
227$27.2K0.0%ETFLowBangor, ME2026-10-06
First Bancorp, Inc
219$26.2K0.0%ValueVery LowDamariscotta, ME2026-10-26
Friedenthal Financial
206$24.7K0.0%ETFHighMarlton, NJ2026-10-27
Adirondack Trust Co
199$23.8K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Beacon Investment Advisory Services, Inc.
199$23.8K0.0%GrowthLowMorristown, NJ2026-10-13
Atwood & Palmer Inc
195$23.3K0.0%CoreVery LowKansas City, MO2026-10-08
Tompkins Financial Corp
178$21.3K0.0%CoreLowIthaca, NY2026-10-05
Brown, Lisle Ings, Inc.
163$19.5K0.0%CoreVery LowProvidence, RI2026-10-16
EPG Wealth Management LLC
163$19.6K0.0%GrowthLowAtlanta, GA2026-11-03
Union Savings Bank
155$18.6K0.0%CoreLowLitchfield, CT2026-10-14
Triumph Capital Management
155$18.6K0.0%ETFMediumDenver, CO2026-10-14
Essential Partners LLC
154$18.5K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Signaturefd, LLC
132$15.8K0.0%IndexLowAtlanta, GA2026-10-23
Planning Strategies Inc.
121$14.5K0.0%ETFN/ALancaster, PA2026-10-02
Arlington Trust Co LLC
119$14.3K0.0%ETFMediumBirmingham, AL2026-10-20
Phillips Financial Management, LLC
118$14.2K0.0%ETFVery LowFort Wayne, IN2026-10-19
Center for Financial Planning, Inc.
110$13.2K0.0%ETFLowSouthfied, MI2026-10-26
Atlantic Edge Private Wealth Management, LLC
110$13.2K0.0%CoreLowJacksonville, FL2026-10-20
Hurley Capital, LLC
101$12.2K0.0%GARPMediumNew York, NY2026-11-05
Signature Resources Capital Management, LLC
98$11.7K0.0%ETFLowNewport Beach, CA2026-10-16
Advocate Investing Services LLC
93$11.1K0.0%ETFLowWoodbine, MD2026-10-26
Wagner Wealth Management, LLC
87$10.4K0.0%ETFLowGreenville, SC2026-10-21
Foster Dykema Cabot & Partners, LLC
84$10.1K0.0%GrowthLowWaltham, MA2026-10-30
Archer Investment Corp
84$10.1K0.0%CoreMediumCarmel, IN2026-11-05
Dhjj Financial Advisors, Ltd.
79$9.5K0.0%ETFVery LowNaperville, IL2026-10-23
Quaker Wealth Management, LLC
77$9.2K0.0%ETFMediumMoorestown, NJ2026-10-22
Roxbury Financial LLC
74$8.9K0.0%CoreVery LowMount Arlington, NJ2026-10-01
Halbert Hargrove Global Advisors, LLC
66$7.9K0.0%ETFLowLong Beach, CA2026-10-16
Vima LLC
56$6.7K0.0%CoreLowTroy, MI2026-10-23
Align Financial, LLC
54$6.5K0.0%ETFVery LowHermantown, MN2026-10-16
Versant Capital Management, Inc
43$5.2K0.0%GARPLowPhoenix, AZ2026-10-02
SJS Investment Consulting Inc.
42$5.0K0.0%ETFVery LowSylvania, OH2026-10-26
Nfsg Corp
35$4.2K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
United Financial Planning Group LLC
33$4.0K0.0%ETFHighHauppauge, NY2026-11-04
Trust Co
31$3.7K0.0%ETFVery LowManhattan, KS2026-10-09
Cullen T Bankers, Inc.
29$3.5K0.0%GrowthLowSan Antonio, TX2026-10-28
DecisionPoint Financial, LLC
27$3.2K0.0%ETFVery LowMesa, AZ2026-10-27
Grove Bank & Trust
23$2.8K0.0%ETFLowMiami, FL2026-10-08
Horizon Financial Services, LLC
23$2.8K0.0%ETFLowWinston Salem, NC2026-11-04
Birchwood Financial Partners, Inc.
18$2.2K0.0%ETFVery LowBloomington, MN2026-11-02
Gilpin Wealth Management, LLC
15$1.8K0.0%GrowthLowDenver, CO2026-10-09
Markowski Investments
15$1.8K0.0%ETFN/ATampa, FL2026-10-30
Provident Wealth Management, LLC
13$1.6K0.0%ETFVery LowBrentwood, TN2026-10-20
Acumen Wealth Advisors, LLC
12$1.4K0.0%GrowthHighChattanooga, TN2026-11-05
Buck Wealth Strategies, LLC
4$4790.0%ValueMediumDenver, CO2026-10-28
Cherry Tree Wealth Management, LLC
1$1200.0%ETFVery LowMinnetonka, MN2026-10-15