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Ishares 0-5 Year Tips Bond E (STIP)

CUSIP: 46429B747 | NYSE | 1846 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

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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/ABlackRock Portfolio Management LLC43,546,45926.6%+298,845Sep 30, 2026No 13F filer matched
13G/ABlackRock Portfolio Management LLC43,546,459
26.6% of class · Sep 30, 2026+298,845
No 13F filer matched

Institutional Holders — Q3 2026

Modera Wealth Management, LLC2,683,308
2.8% of portfolio›$267.5M
Adventist Health System Sunbelt Healthcare Corp2,394,391
5.6% of portfolio›$238.7M
Wealthcare Advisory Partners LLC1,491,709
2.5% of portfolio›$148.7M
Farther Finance Advisors, LLC1,278,077
0.9% of portfolio›$127.4M
Wealthcare Capital Management LLC957,087
10.5% of portfolio›$95.4M
Maseco LLP860,685
2.3% of portfolio›$85.8M
Abacus Planning Group, Inc.822,832
9.9% of portfolio›$82.0M
3Edge Asset Management, LP686,281
2.9% of portfolio›$68.4M
Kestra Investment Management, LLC661,499
1.3% of portfolio›$66.0M
Keating Investment Counselors Inc624,802
16.3% of portfolio›$62.3M
Kestra Advisory Services, LLC508,559
0.1% of portfolio›$50.7M
Austin Asset Management Co Inc432,049
5.8% of portfolio›$43.1M
LVW Advisors, LLC430,859
3.6% of portfolio›$43.0M
Sigma Investment Counselors Inc428,034
2.0% of portfolio›$42.7M
Altfest L J & Co Inc413,772
4.1% of portfolio›$41.3M
Prime Capital Investment Advisors, LLC319,052
0.3% of portfolio›$31.8M
Opus Capital Group, LLC305,255
0.0% of portfolio›$30.4K
Ddfg, Inc279,649
5.5% of portfolio›$27.9M
Capital Advantage, Inc.271,642
3.2% of portfolio›$27.1M
Walker Financial Services, Inc.267,767
7.8% of portfolio›$26.7M
Rockland Trust Co260,716
1.0% of portfolio›$26.0M
Stordahl Capital Management, Inc.242,239
4.5% of portfolio›$24.2M
Seneca Financial Advisors LLC239,894
6.3% of portfolio›$23.9M
Mirae Asset Global Investments Co., Ltd.229,917
0.0% of portfolio›$22.9M
Cambridge Investment Research Advisors, Inc.221,136
0.0% of portfolio›$22.0K
SoundView Advisors Inc.214,908
32.4% of portfolio›$21.4M
Wealth Enhancement Advisory Services, LLC211,991
0.0% of portfolio›$16.8M
Parcion Private Wealth LLC211,614
1.1% of portfolio›$21.1M
Concurrent Investment Advisors, LLC203,635
0.1% of portfolio›$20.3M
Arkansas Financial Group, Inc.203,496
2.7% of portfolio›$20.3M
BIP Wealth, LLC196,190
0.5% of portfolio›$19.6M
Kwmg, LLC192,237
1.4% of portfolio›$19.2M
Creative Planning183,832
0.0% of portfolio›$18.3M
Creative Financial Designs Inc179,176
0.8% of portfolio›$17.9M
Jeppson Wealth Management, LLC163,416
4.6% of portfolio›$16.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management161,742
0.2% of portfolio›$16.1M
AJ Advisors, LLC160,340
5.1% of portfolio›$16.0M
Discipline Wealth Solutions, LLC144,740
1.3% of portfolio›$14.4M
Continuum Wealth Advisors, LLC139,213
4.5% of portfolio›$13.9M
Park Edge Advisors, LLC137,526
2.9% of portfolio›$13.7M
NBT Bank, N.A.137,468
0.9% of portfolio›$13.7M
Galvin, Gaustad & Stein, LLC135,593
1.0% of portfolio›$13.5M
Family Legacy Financial Solutions, LLC128,404
7.4% of portfolio›$12.8M
Commonwealth Equity Services, LLC121,880
0.0% of portfolio›$12.2M
Holcombe Financial, Inc.114,914
6.3% of portfolio›$11.5M
Penobscot Wealth Management109,883
2.8% of portfolio›$11.0M
Courier Capital LLC107,967
0.5% of portfolio›$10.8M
Elevate Wealth Advisory, Inc105,235
5.4% of portfolio›$10.5M
First National Trust Co103,514
0.4% of portfolio›$10.3M
Columbus Macro, LLC103,464
1.0% of portfolio›$10.3M
First Horizon Corp100,481
0.4% of portfolio›$10.0M
Portfolio Design Labs, LLC100,160
1.6% of portfolio›$10.0M
Clear Creek Financial Management, LLC96,462
0.7% of portfolio›$9.6M
Brookstone Capital Management95,976
0.1% of portfolio›$9.6M
Financial Planning Navigators Corp94,950
3.5% of portfolio›$9.5M
Western Reserve Capital Management, LLC94,895
6.7% of portfolio›$9.5M
Boltwood Capital Management94,575
2.1% of portfolio›$9.4M
Truist Financial Corp94,004
0.0% of portfolio›$9.4M
Sugar Maple Asset Management, LLC93,016
5.3% of portfolio›$9.3M
Wolff Financial Management LLC89,073
1.8% of portfolio›$8.9M
SAX Wealth Advisors, LLC88,260
0.3% of portfolio›$8.8M
Ashton Thomas Private Wealth, LLC87,229
0.2% of portfolio›$8.7M
Equita Financial Network, Inc.85,743
2.4% of portfolio›$8.5M
Sterling Investment Advisors LLC84,751
3.7% of portfolio›$8.4M
Perigon Wealth Management, LLC84,575
0.1% of portfolio›$8.4M
MJT & Associates Financial Advisory Group, Inc.84,420
5.4% of portfolio›$8.4M
Home Federal Bank of Tennessee84,282
1.8% of portfolio›$8.4M
City State Bank83,768
1.9% of portfolio›$8.4M
Integris Wealth Management, LLC83,119
1.6% of portfolio›$8.3M
Ascent Group, LLC81,913
0.2% of portfolio›$8.2M
Straight Path Wealth Management78,853
1.8% of portfolio›$7.9M
Alhambra Investment Management LLC75,700
3.2% of portfolio›$7.5M
Market Street Wealth Management Advisors LLC75,452
1.1% of portfolio›$7.5M
IFP Advisors, Inc73,849
0.1% of portfolio›$7.4M
Hillcrest Wealth Advisors - NY, LLC73,161
2.6% of portfolio›$7.3M
Quadcap Wealth Management, LLC71,926
0.7% of portfolio›$7.2M
Valen Private Capital, LLC71,632
2.2% of portfolio›$7.1M
Friedenthal Financial70,378
3.0% of portfolio›$7.0M
Kure Advisory, LLC69,559
3.2% of portfolio›$6.9M
MGO One Seven LLC67,540
0.1% of portfolio›$6.7M
Alpine Bank Wealth Management67,039
0.9% of portfolio›$6.7M
B. Riley Wealth Advisors, Inc.66,577
0.3% of portfolio›$6.6M
Fiduciary Alliance LLC66,510
0.5% of portfolio›$6.6M
Snider Financial Group64,196
1.5% of portfolio›$6.4M
Park Avenue Securities LLC63,465
0.0% of portfolio›$6.3K
Fischer Financial Services, Inc.62,447
1.5% of portfolio›$6.2M
Fifth Third Securities, Inc.60,599
0.3% of portfolio›$6.0M
Leuthold Group, LLC60,365
0.6% of portfolio›$6.0M
Wealthcare Capital Partners, LLC59,795
2.4% of portfolio›$6.0M
Semitam Bonam LLC58,473
4.1% of portfolio›$5.8M
Fund Evaluation Group, LLC54,506
0.1% of portfolio›$5.4M
Stone Summit Wealth LLC53,609
1.4% of portfolio›$5.3M
New Capital Management LP52,936
1.2% of portfolio›$5.3M
Altiora Financial Group, LLC52,432
0.9% of portfolio›$5.2M
Eagle Wealth Advisors LLC52,148
3.8% of portfolio›$5.2M
Slow Capital, Inc.50,547
0.6% of portfolio›$5.0M
MacKenzie Financial Corp50,100
0.0% of portfolio›$5.0M
Royal Harbor Partners, LLC48,036
1.5% of portfolio›$4.8M
Chicago Partners Investment Group LLC47,405
0.1% of portfolio›$4.8M
Lake Hills Wealth Management, LLC47,063
2.2% of portfolio›$4.7M
Amplius Wealth Advisors, LLC46,214
0.3% of portfolio›$4.6M
Liberty Atlantic Advisors LLC45,516
2.9% of portfolio›$4.5M
Greenspring Advisors, LLC44,699
0.2% of portfolio›$4.5M
Physician Wealth Advisors, Inc.44,489
0.5% of portfolio›$4.4M
NorthCrest Asset Manangement, LLC44,123
0.1% of portfolio›$4.4M
Ulland Investment Advisors, LLC44,000
0.0% of portfolio›$4.4K
Camden National Bank43,313
0.6% of portfolio›$4.3M
Arcataur Capital Management LLC43,179
1.1% of portfolio›$4.3M
Strategic Blueprint, LLC42,965
0.2% of portfolio›$4.3M
CFS Investment Advisory Services, LLC41,419
0.3% of portfolio›$4.1M
Maltin Wealth Management, Inc.40,595
1.3% of portfolio›$4.0M
Ares Financial Consulting, LLC39,776
2.7% of portfolio›$4.0M
Echo45 Advisors LLC37,882
1.7% of portfolio›$3.8M
Approach Retirement Advisors, LLC36,491
2.7% of portfolio›$3.6M
Horst & Graben Wealth Management LLC35,988
0.5% of portfolio›$3.6M
Winter & Associates, Inc.34,705
2.5% of portfolio›$3.5M
Montag A & Associates Inc34,695
0.1% of portfolio›$3.5M
Trilogy Capital Inc.34,428
0.1% of portfolio›$3.4M
Victory Financial Group, LLC33,803
0.3% of portfolio›$3.4M
Sofi Wealth, LLC33,784
0.1% of portfolio›$3.4M
DMC Group, LLC33,454
2.3% of portfolio›$3.3M
Breakwater Capital Group33,157
0.4% of portfolio›$3.3M
Fairway Wealth LLC32,821
0.7% of portfolio›$3.3M
Martin Capital Partners, LLC32,509
1.2% of portfolio›$3.2M
Investment Partners Asset Management, Inc.32,240
1.7% of portfolio›$3.2M
Alterna Wealth Management, Inc32,151
1.8% of portfolio›$3.2M
CGN Advisors LLC32,104
0.2% of portfolio›$3.2M
Chesley Taft & Associates LLC31,816
0.1% of portfolio›$3.2M
Sigma Planning Corp31,616
0.1% of portfolio›$3.2M
James Investment Research, Inc.30,963
0.3% of portfolio›$3.1M
Trademark Financial Management, LLC30,769
1.2% of portfolio›$3.1M
Ignite Planners, LLC29,949
0.4% of portfolio›$3.0M
LifeGuide Financial Advisors, LLC29,755
0.8% of portfolio›$3.0M
Citigroup Inc29,664
0.0% of portfolio›$3.0M
Prospera Financial Services Inc29,312
0.0% of portfolio›$3.0M
Sellwood Investment Partners LLC29,003
1.0% of portfolio›$2.9M
Soltis Investment Advisors LLC28,780
0.1% of portfolio›$2.9M
Heck Capital Advisors, LLC28,422
0.2% of portfolio›$2.8M
Ethos Capital Management, Inc.27,397
1.8% of portfolio›$2.7M
Blue Trust, Inc.27,355
0.0% of portfolio›$2.7M
Brooklyn FI, LLC26,553
0.4% of portfolio›$2.7M
Independent Wealth Network Inc.25,840
0.6% of portfolio›$2.6M
Bank Julius Baer & Co. Ltd, Zurich25,687
0.0% of portfolio›$2.6M
Portside Wealth Group, LLC25,552
0.3% of portfolio›$2.5M
Atlatl Advisers LLC25,334
0.6% of portfolio›$2.5M
Mendota Financial Group, LLC24,492
1.5% of portfolio›$2.4M
Vise Technologies, Inc.24,423
0.0% of portfolio›$2.4M
Portland Financial Advisors Inc24,267
4.2% of portfolio›$2.4M
Signal Advisors Wealth, LLC23,704
0.1% of portfolio›$2.4M
Alpha Omega Wealth Management LLC23,676
0.4% of portfolio›$2.4M
Montecito Bank & Trust23,470
0.4% of portfolio›$2.3M
Canandaigua National Bank & Trust Co23,412
0.2% of portfolio›$2.3M
Revisor Wealth Management LLC23,410
0.6% of portfolio›$2.4M
Atria Investments, Inc23,233
0.0% of portfolio›$2.3M
Virtue Capital Management, LLC23,035
0.3% of portfolio›$2.3M
JGP Wealth Management, LLC22,932
0.2% of portfolio›$2.3M
HB Wealth Management, LLC22,244
0.0% of portfolio›$2.2M
Peak Financial Management, Inc.21,965
0.5% of portfolio›$2.2M
Lazari Capital Management, Inc.21,879
0.6% of portfolio›$2.2M
Visionary Horizons, LLC21,868
0.9% of portfolio›$2.2M
SeedSafe Financial LLC21,452
1.6% of portfolio›$2.1M
Fermata Advisors, LLC20,837
0.4% of portfolio›$2.1M
MLG Wealth Management DBA Pine Grove Financial Group20,789
0.2% of portfolio›$2.1M
Focus Financial Network, Inc.20,651
0.1% of portfolio›$2.1M
Fortitude Family Office, LLC20,523
0.3% of portfolio›$2.0M
Willow Creek Capital Management, Inc.20,021
2.0% of portfolio›$2.0M
Arlington Financial Advisors, LLC19,819
0.2% of portfolio›$2.0M
Heritage Investment Group, Inc.19,739
0.3% of portfolio›$2.0M
FFG Retirement Advisors LLC19,369
1.0% of portfolio›$1.9M
Guidance Capital, Inc19,238
0.4% of portfolio›$1.9M
Bell Investment Advisors, Inc19,201
0.3% of portfolio›$1.9M
21 West Wealth Management LLC18,955
1.6% of portfolio›$1.9M
Integrity Alliance, Llc.18,912
0.1% of portfolio›$1.9M
Valeo Financial Advisors, LLC18,332
0.0% of portfolio›$19.9K
Sharper & Granite LLC18,314
0.6% of portfolio›$1.9M
First United Bank & Trust18,183
0.5% of portfolio›$1.8M
Virtus Family Office LLC17,903
1.4% of portfolio›$1.8M
DecisionMap Wealth Management, LLC17,315
0.9% of portfolio›$1.7M
Sowell Financial Services LLC17,274
0.1% of portfolio›$1.7M
Balance Wealth Partners LLC17,263
0.4% of portfolio›$1.7M
Marotta Asset Management17,033
0.3% of portfolio›$1.7M
Successful Portfolios LLC16,932
0.8% of portfolio›$1.7M
BridgePort Financial Solutions, LLC16,474
0.4% of portfolio›$1.6M
Tennessee Valley Asset Management Partners16,166
0.2% of portfolio›$1.6M
Choreo, LLC16,129
0.0% of portfolio›$1.6M
StoneX Group Inc.15,594
0.1% of portfolio›$1.6M
Archer Investment Management, LLC15,505
0.5% of portfolio›$1.5M
Prosperity Planning, Inc.15,475
0.3% of portfolio›$1.5M
Kestra Private Wealth Services, LLC15,029
0.0% of portfolio›$1.5M
PKS Advisory Services, LLC14,978
0.2% of portfolio›$1.5M
Scissortail Wealth Management, LLC14,976
0.3% of portfolio›$1.5M
SteelPeak Wealth, LLC14,257
0.0% of portfolio›$1.4M
OpenArc Corporate Advisory, LLC14,218
0.0% of portfolio›$1.4M
Riverbend Wealth Management, LLC14,067
0.6% of portfolio›$1.4M
Curbstone Financial Management Corp13,680
0.2% of portfolio›$1.4M
Hanseatic Management Services Inc13,662
1.1% of portfolio›$1.4M
Alkeme Wealth, LLC13,472
0.5% of portfolio›$1.3M
SWP Financial LLC13,291
0.6% of portfolio›$1.3M
Certior Financial Group, LLC12,626
0.7% of portfolio›$1.3M
Phillips Financial Management, LLC11,595
0.1% of portfolio›$1.2M
Pinnacle Wealth Management Group, Inc.11,467
0.5% of portfolio›$1.1M
Good Harbor Advisors, Inc.11,351
1.1% of portfolio›$1.1M
Cambridge Capital Management, LLC11,144
0.4% of portfolio›$1.1M
Relyea Zuckerberg Hanson LLC11,051
0.1% of portfolio›$1.1M
Advisory Solutions Group, LLC10,848
0.2% of portfolio›$1.1M
Golden State Wealth Management, LLC10,634
0.1% of portfolio›$1.1M
Gilliland Jeter Wealth Management LLC10,608
0.3% of portfolio›$1.1M
Ascentis Independent Advisors10,530
0.1% of portfolio›$1.0M
Canandaigua National Trust Co of Florida10,429
0.6% of portfolio›$1.0M
United Asset Strategies, Inc.10,386
0.1% of portfolio›$1.0M
Evexia Wealth LLC10,381
0.3% of portfolio›$1.0M
Integrated Advisors Network LLC10,043
0.0% of portfolio›$1.0M
RDA Financial Network9,993
0.2% of portfolio›$996.3K
Breakwater Investment Management9,761
0.3% of portfolio›$973.2K
Advisor OS, LLC9,728
0.1% of portfolio›$969.8K
XY Planning Network, Inc.9,656
0.1% of portfolio›$962.7K
First Bank & Trust9,590
0.1% of portfolio›$956.1K
RFG Advisory, LLC9,433
0.0% of portfolio›$940.5K
L. Roy Papp & Associates, LLP9,400
0.1% of portfolio›$937.2K
Patriot Investment Management Group, Inc.9,221
0.1% of portfolio›$919.3K
Bluedoor Private Wealth, LLC9,043
0.4% of portfolio›$901.6K
Pettinga Financial Advisors LLC9,016
0.1% of portfolio›$898.9K
Latitude Advisors, LLC8,983
0.3% of portfolio›$895.6K
Private Wealth Management Group, LLC8,950
0.2% of portfolio›$892.3K
Alliance Wealth Advisors, LLC8,857
0.2% of portfolio›$883.0K
Sharkey, Howes & Javer8,787
0.1% of portfolio›$876.1K
Avant Financial Advisors LLC8,501
0.5% of portfolio›$847.5K
Csenge Advisory Group8,472
0.0% of portfolio›$844.7K
TCI Wealth Advisors, Inc.8,463
0.0% of portfolio›$843.8K
Topor & Co. Korea8,423
0.7% of portfolio›$839.8K
Patten Group, Inc.8,375
0.1% of portfolio›$835.0K
Compass Wealth Management, LLC8,350
0.3% of portfolio›$832.5K
Private Trust Co NA8,325
0.1% of portfolio›$830.0K
Sovran Advisors, LLC8,220
0.1% of portfolio›$830.0K
Middleton & Co Inc8,201
0.1% of portfolio›$817.6K
Townsend Financial Planning, LLC8,171
0.7% of portfolio›$814.7K
Stone House Investment Management, LLC8,119
0.1% of portfolio›$809.5K
Vigilare Wealth Management7,895
0.2% of portfolio›$787.1K
RHS Financial, LLC7,824
0.3% of portfolio›$780.1K
Simplicity Wealth,LLC7,775
0.0% of portfolio›$775.2K
Matrix Trust Co7,741
0.0% of portfolio›$772
SeaBridge Investment Advisors LLC7,728
0.1% of portfolio›$770.5K
Eagle Bay Advisors LLC7,587
0.6% of portfolio›$756.4K
EverSource Wealth Advisors, LLC7,586
0.0% of portfolio›$756.3K
Sidoxia Capital Management, LLC7,583
0.5% of portfolio›$756.1K
Acorn Financial Advisory Services Inc7,471
0.1% of portfolio›$744.9K
First Premier Bank7,419
0.0% of portfolio›$740
West Wealth Group, LLC7,350
0.1% of portfolio›$732.8K
Factor Wealth Management LTD7,317
0.1% of portfolio›$729.5K
Diversify Advisory Services, LLC7,185
0.0% of portfolio›$721.3K
Diversify Wealth Management, LLC7,185
0.0% of portfolio›$721.3K
M Wealth Management, LLC7,135
0.5% of portfolio›$711.4K
Glass Jacobson Investment Advisors llc7,086
0.2% of portfolio›$706.5K
Clarity Asset Management, Inc.7,033
0.3% of portfolio›$701.2K
Quadrant Private Wealth Management, LLC6,940
0.1% of portfolio›$691.9K
Cardinal Strategic Wealth Guidance6,922
0.2% of portfolio›$690.1K
New England Private Wealth Advisors LLC6,872
0.1% of portfolio›$685.2K
Silver Grove Financial Group, Inc.6,726
0.3% of portfolio›$670.6K
G&S Capital LLC6,710
0.2% of portfolio›$669.0K
Bucket List Wealth Management, LLC6,630
0.3% of portfolio›$661.0K
Joseph P. Lucia & Associates, LLC6,433
0.2% of portfolio›$641.4K
Wedmont Private Capital6,432
0.0% of portfolio›$644.3K
Arbor Investment Advisors, LLC6,414
0.1% of portfolio›$639.4K
Trek Financial, LLC6,396
0.0% of portfolio›$637.7K
Northwest Wealth Management, LLC6,336
0.1% of portfolio›$631.7K
McNaughton Wealth Management, LLC6,279
0.2% of portfolio›$626.0K
Lodestar Private Asset Management LLC6,183
0.1% of portfolio›$616.4K
WealthPlan Investment Management, LLC6,156
0.0% of portfolio›$613.8K
Meridian Wealth Management, LLC6,126
0.0% of portfolio›$610.8K
Flagship Harbor Advisors, LLC6,121
0.0% of portfolio›$610.3K
Integrity Advisory Solutions, LLC6,119
0.1% of portfolio›$610.1K
Selective Wealth Management, Inc.6,116
0.1% of portfolio›$614.0K
Thrive Capital Management, LLC6,104
0.1% of portfolio›$608.6K
Wealth Effects LLC6,080
0.2% of portfolio›$606.2K
Cadent Capital Advisors, LLC6,034
0.1% of portfolio›$601.6K
Robinswood Financial LLC5,960
0.2% of portfolio›$598.9K
Town Capital LLC5,906
0.4% of portfolio›$588.8K
Westover Capital Advisors, LLC5,894
0.1% of portfolio›$587.6K
DeLarme Wealth Management, Inc.5,808
0.3% of portfolio›$579.1K
Corepath Wealth Partners LLC5,720
0.4% of portfolio›$572.6K
Stonehaven Wealth & TAX Solutions, LLC5,713
0.5% of portfolio›$569.6K
Cassilly Financial Group LLC5,625
0.4% of portfolio›$560.8K
Security Financial Services, Inc.5,580
0.1% of portfolio›$556.3K
FC Advisory LLC5,562
0.1% of portfolio›$554.5K
Parallel Advisors, LLC5,466
0.0% of portfolio›$545.0K
Aire Advisors, LLC5,428
0.1% of portfolio›$541.2K
Buttonwood Financial Group, LLC5,426
0.3% of portfolio›$542.5K
LaFleur & Godfrey LLC5,302
0.1% of portfolio›$528.6K
Ehrlich Financial Group5,167
0.3% of portfolio›$515.2K
Washington Trust Co5,037
0.0% of portfolio›$502.2K
Financial Harvest, LLC4,892
0.2% of portfolio›$487.7K
BOS Asset Management, LLC4,859
0.1% of portfolio›$484.4K
Ellis Investment Partners, LLC4,846
0.1% of portfolio›$483.2K
Wealth Forward, LLC4,830
0.2% of portfolio›$481.6K
JB Capital LLC4,797
0.0% of portfolio›$478.2K
SigFig Wealth Management, LLC4,795
0.0% of portfolio›$478.1K
Elevated Financial Group LLC4,695
0.1% of portfolio›$468.1K
Greenleaf Trust4,652
0.0% of portfolio›$463.8K
Skyline Advisors, Inc.4,647
0.1% of portfolio›$463.3K
Uptick Partners, LLC4,633
0.1% of portfolio›$461.9K
Ridgewood Investments LLC4,592
0.2% of portfolio›$457.8K
Lodestone Wealth Management LLC4,592
0.2% of portfolio›$457.8K
Oppenheimer & Co Inc4,587
0.0% of portfolio›$457.3K
Madden Securities Corp4,500
0.1% of portfolio›$448.7K
TD Waterhouse Canada Inc.4,478
0.0% of portfolio›$448.0K
Bay Harbor Wealth Management, LLC4,465
0.1% of portfolio›$445.2K
Holos Integrated Wealth LLC4,400
0.2% of portfolio›$442.2K
Blankinship & Foster, LLC4,397
0.1% of portfolio›$438.4K
Verdence Capital Advisors LLC4,344
0.0% of portfolio›$433.1K
Laurel Wealth Advisors LLC4,330
0.0% of portfolio›$431.7K
Redhawk Wealth Advisors, Inc.4,305
0.0% of portfolio›$429.2K
ARK & TLK Investments, LLC4,203
0.1% of portfolio›$419.0K
Inlight Wealth Management, LLC4,053
0.1% of portfolio›$404.1K
Braun-Bostich & Associates Inc.4,046
0.2% of portfolio›$403.4K
Avior Wealth Management, LLC3,987
0.0% of portfolio›$397.5K
AlphaCore Capital LLC3,938
0.0% of portfolio›$392.6K
Affinity Capital Advisors, LLC3,937
0.0% of portfolio›$394.2K
Archer Investment Corp3,929
0.1% of portfolio›$391.7K
Obermeyer Wealth Partners3,920
0.0% of portfolio›$390.8K
Lee Financial Co3,918
0.0% of portfolio›$390.6K
Financial Network Wealth Advisors LLC3,909
0.4% of portfolio›$389.7K
Eagle Capital Management, LLC3,812
0.0% of portfolio›$380
Keystone Wealth Services, LLC3,769
0.1% of portfolio›$375.9K
One Wealth Capital Management, LLC3,633
0.1% of portfolio›$362.2K
Toth Financial Advisory Corp3,538
0.0% of portfolio›$352.7K
PFG Advisors3,534
0.0% of portfolio›$352.3K
Vontobel Holding Ltd.3,510
0.0% of portfolio›$349.9K
Madson Wealth Advisors Inc3,501
0.2% of portfolio›$349.1K
Northern Lights Advisors, Inc.3,470
0.2% of portfolio›$345.9K
Core Wealth Partners LLC3,468
0.1% of portfolio›$345.8K
Essential Partners LLC3,452
0.2% of portfolio›$344.1K
Lido Advisors, LLC3,436
0.0% of portfolio›$342.6K
Tanager Wealth Management LLP3,381
0.0% of portfolio›$337.1K
Gibbs Wealth Management3,361
0.0% of portfolio›$335.1K
Brindle & Bay Financial Advisors, LLC3,327
0.1% of portfolio›$331.7K
Assetmark, Inc3,311
0.0% of portfolio›$330.1K
Founders Financial Securities LLC3,292
0.0% of portfolio›$328.2K
Triad Wealth Partners, LLC3,254
0.0% of portfolio›$324.4K
Cathy Pareto & Associates, Inc3,226
0.2% of portfolio›$321.7K
Apollon Wealth Management, LLC3,223
0.0% of portfolio›$321.3K
Avidian Wealth Enterprises, LLC3,209
0.0% of portfolio›$319.9K
Kohmann Bosshard Financial Services, LLC3,206
0.0% of portfolio›$319.6K
Apella Capital, LLC3,184
0.0% of portfolio›$318.7K
Mine & Arao Wealth Creation & Management, Llc.3,167
0.1% of portfolio›$315.7K
Tcfg Investment Advisors, LLC3,153
0.1% of portfolio›$314.4K
Advus Financial Partners, LLC3,118
0.1% of portfolio›$310.9K
Signature Equity Partners, LLC3,094
0.1% of portfolio›$308.5K
Brighton Jones LLC3,063
0.0% of portfolio›$305.4K
Align Financial, LLC3,047
0.1% of portfolio›$303.8K
Elevation Point Wealth Partners, LLC3,001
0.0% of portfolio›$299.2K
Aurelius Family Office LLC2,968
0.1% of portfolio›$295.9K
Elevation Capital Advisory, LLC2,919
0.1% of portfolio›$291.0K
Beacon Financial Advisory LLC2,910
0.1% of portfolio›$290.1K
Northwest Financial Advisors2,890
0.0% of portfolio›$288.1K
Able Wealth Management LLC2,839
0.1% of portfolio›$283.7K
Balefire, LLC2,807
0.0% of portfolio›$279.9K
Cypress Wealth Services, LLC2,806
0.0% of portfolio›$280.6K
AdvisorNet Financial, Inc2,797
0.0% of portfolio›$280.3K
Pflug Koory, LLC2,775
0.1% of portfolio›$276.7K
MKT Advisors LLC2,750
0.1% of portfolio›$275.5K
Tradewinds Capital Management, LLC2,735
0.0% of portfolio›$272.7K
Smith & Howard Wealth Management, LLC2,734
0.1% of portfolio›$272.6K
Pinnacle Bancorp, Inc.2,734
0.1% of portfolio›$272.6K
Atwater Malick LLC2,726
0.1% of portfolio›$271.8K
Stablepoint Partners, LLC2,694
0.0% of portfolio›$268.6K
Accurate Wealth Management, LLC2,686
0.0% of portfolio›$268.8K
Independence Financial Advisors, LLC2,667
0.1% of portfolio›$265.9K
Frank, Rimerman Advisors LLC2,580
0.0% of portfolio›$257.2K
Liberty Capital Management, Inc.2,519
0.0% of portfolio›$251.1K
Chilton Capital Management LLC2,474
0.0% of portfolio›$246.7K
Concord Wealth Partners2,350
0.0% of portfolio›$234.3K
Gen-Wealth Partners Inc2,348
0.1% of portfolio›$234.1K
May Hill Capital, LLC2,322
0.0% of portfolio›$231.5K
CWA Asset Management Group, LLC2,288
0.0% of portfolio›$228.1K
Penobscot Investment Management Company, Inc.2,243
0.0% of portfolio›$223.6K
Wedbush Securities Inc2,232
0.0% of portfolio›$223
Donalies Financial Planning, LLC2,228
0.2% of portfolio›$222.1K
Unified Investment Management2,225
0.2% of portfolio›$221.8K
Winnacle Wealth LLC2,185
0.1% of portfolio›$217.8K
Beaumont Asset Management, L.L.C.2,169
0.1% of portfolio›$216.2K
Ergawealth Advisors, Inc.2,143
0.1% of portfolio›$213.7K
Ted Buchan & Co2,129
0.1% of portfolio›$212.3K
Indivisible Partners2,071
0.0% of portfolio›$206.5K
Gradient Capital Advisors, LLC2,061
0.0% of portfolio›$205.5K
Aprio Wealth Management, LLC2,060
0.0% of portfolio›$205.4K
D.A. Davidson & Co.2,059
0.0% of portfolio›$205.3K
Selby Wealth Management, LLC2,059
0.1% of portfolio›$205.3K
Norden Group LLC2,040
0.0% of portfolio›$203.3K
Symmetry Partners, LLC2,032
0.0% of portfolio›$202.6K
KFG LLC2,032
0.1% of portfolio›$202.6K
Novem Group2,013
0.0% of portfolio›$200.7K
Canton Hathaway, LLC1,973
0.0% of portfolio›$196.7K
Mather Group, Llc.1,905
0.0% of portfolio›$189.9K
Buck Wealth Strategies, LLC1,879
0.0% of portfolio›$187.3K
Compass Financial Management LLC1,774
0.0% of portfolio›$176.9K
Marshall & Sterling Wealth Advisors Inc.1,691
0.1% of portfolio›$168.6K
Elevation Wealth Partners, LLC1,570
0.0% of portfolio›$156.5K
Cape Investment Advisory, Inc.1,499
0.0% of portfolio›$149.5K
John Boyer, Inc.1,483
0.1% of portfolio›$147.8K
GK Wealth Management LLC1,363
0.1% of portfolio›$135.9K
Barrett & Company, Inc.1,336
0.0% of portfolio›$133.2K
CoreCap Advisors, LLC1,242
0.0% of portfolio›$123.9K
Birch Financial Group, LLC1,154
0.1% of portfolio›$115.1K
Princeton Global Asset Management LLC1,080
0.0% of portfolio›$107.7K
Horizons Wealth Management1,067
0.1% of portfolio›$106.4K
JFS Wealth Advisors, LLC1,033
0.0% of portfolio›$103.0K
Legacy Bridge, LLC1,030
0.0% of portfolio›$102.7K
Triumph Capital Management1,001
0.0% of portfolio›$99.8K
Key Capital Management, Inc918
0.0% of portfolio›$91.5K
Kings Path Partners LLC888
0.0% of portfolio›$88.5K
Signature Resources Capital Management, LLC837
0.0% of portfolio›$83.4K
Heritage Family Offices, LLP752
0.0% of portfolio›$75.0K
Oakworth Capital, Inc.743
0.0% of portfolio›$74.1K
Tsfg, LLC688
0.0% of portfolio›$69
Nfsg Corp639
0.0% of portfolio›$63.7K
Portfolio Resources Advisor Group, Inc.633
0.1% of portfolio›$63.1K
Kingdom Financial Group Llc.586
0.0% of portfolio›$58.4K
Wilmington Savings Fund Society, FSB568
0.0% of portfolio›$56.6K
IMG Wealth Management, Inc.543
0.0% of portfolio›$54.1K
Nova Financial LLC539
0.0% of portfolio›$53.7K
Mosley Wealth Management525
0.0% of portfolio›$52.7K
Bradley & Co. Private Wealth Management, LLC520
0.0% of portfolio›$51.8K
Nvwm, LLC508
0.0% of portfolio›$50.6K
Ashton Thomas Securities, LLC502
0.0% of portfolio›$50.0K
Spire Wealth Management473
0.0% of portfolio›$47.2K
Birchwood Financial Partners, Inc.418
0.0% of portfolio›$41.6K
Lanark Financial, Inc.410
0.0% of portfolio›$40.9K
Torren Management, LLC403
0.0% of portfolio›$40.2K
Beacon Financial Strategies Corp371
0.0% of portfolio›$37.0K
Lloyd Advisory Services, Llc.371
0.0% of portfolio›$37.0K
WPG Advisers, LLC370
0.0% of portfolio›$36.9K
Covestor Ltd348
0.0% of portfolio›$35
Midwest Capital Advisors, LLC323
0.0% of portfolio›$32.2K
Capital Investment Advisory Services, LLC302
0.0% of portfolio›$30.2K
Retirement Wealth Solutions LLC260
0.0% of portfolio›$25.9K
Trust Co of Vermont254
0.0% of portfolio›$25.3K
Raleigh Capital Management Inc.250
0.0% of portfolio›$24.9K
Chapman Financial Group, LLC250
0.0% of portfolio›$24.9K
Rossmore Private Capital250
0.0% of portfolio›$24.9K
Wolff Wiese Magana LLC234
0.0% of portfolio›$23.3K
UMB Private Wealth Management, LLC218
0.0% of portfolio›$21.7K
Smallwood Wealth Investment Management, LLC200
0.0% of portfolio›$19.9K
Armstrong Advisory Group, Inc166
0.0% of portfolio›$16.6K
Strategic Advocates LLC158
0.1% of portfolio›$15.8K
Harbor Investment Advisory, LLC150
0.0% of portfolio›$15.0K
Blueline Advisors LLC147
0.0% of portfolio›$14.7K
Horrell Capital Management, Inc.140
0.0% of portfolio›$14.0K
Quest 10 Wealth Builders, Inc.135
0.0% of portfolio›$13.5K
1620 Investment Advisors, Inc.123
0.0% of portfolio›$12.3K
Montgomery Financial Services LLC110
0.0% of portfolio›$11.0K
Root Financial Partners, LLC92
0.0% of portfolio›$9.2K
Team Financial Group, LLC84
0.0% of portfolio›$8.4K
Transce3nd, LLC81
0.0% of portfolio›$8.1K
First Bancorp, Inc80
0.0% of portfolio›$8.0K
Morton Brown Family Wealth, LLC76
0.0% of portfolio›$7.6K
Asset Dedication, LLC70
0.0% of portfolio›$7.0K
Maryland Capital Advisors Inc.62
0.0% of portfolio›$6.2K
Elevated Capital Advisors, LLC50
0.0% of portfolio›$5.0K
Provenance Wealth Advisors, LLC46
0.0% of portfolio›$4.6K
Nemes Rush Group LLC40
0.0% of portfolio›$4.0K
Moisand Fitzgerald Tamayo, LLC38
0.0% of portfolio›$3.8K
Deane Retirement Strategies, Inc.20
0.0% of portfolio›$2.0K
Farmers & Merchants Investments Inc11
0.0% of portfolio›$1.1K
Signaturefd, LLC8
0.0% of portfolio›$845
Quaker Wealth Management, LLC5
0.0% of portfolio›$499
Gilpin Wealth Management, LLC5
0.0% of portfolio›$499
Register Financial Advisors LLC4
0.0% of portfolio›$399
Mascoma Wealth Management LLC0
0.0% of portfolio›$35
Prairie Wealth Advisors, Inc.0
0.3% of portfolio›$1.4M
StyleTurnoverLocationFiled
Modera Wealth Management, LLC
2,683,308$267.5M2.8%ETFVery LowWestwood, NJ2026-10-28
Adventist Health System Sunbelt Healthcare Corp
2,394,391$238.7M5.6%ETFLowAltamonte Springs, FL2026-11-02
Wealthcare Advisory Partners LLC
1,491,709$148.7M2.5%ETFLowWest Chester, PA2026-10-21
Farther Finance Advisors, LLC
1,278,077$127.4M0.9%IndexLowSan Francisco, CA2026-10-08
Wealthcare Capital Management LLC
957,087$95.4M10.5%ETFVery LowRichmond, VA2026-10-21
Maseco LLP
860,685$85.8M2.3%ETFVery LowLondon, United Kingdom2026-10-27
Abacus Planning Group, Inc.
822,832$82.0M9.9%ETFLowColumbia, SC2026-11-02
3Edge Asset Management, LP
686,281$68.4M2.9%ETFMediumNaples, FL2026-10-30
Kestra Investment Management, LLC
661,499$66.0M1.3%ETFMediumAustin, TX2026-11-04
Keating Investment Counselors Inc
624,802$62.3M16.3%YieldVery LowDelray Beach, FL2026-10-14
Kestra Advisory Services, LLC
508,559$50.7M0.1%CoreLowAustin, TX2026-11-02
Austin Asset Management Co Inc
432,049$43.1M5.8%ETFVery LowAustin, TX2026-10-29
LVW Advisors, LLC
430,859$43.0M3.6%CoreMediumPittsford, NY2026-10-19
Sigma Investment Counselors Inc
428,034$42.7M2.0%ETFLowNorthville, MI2026-10-27
Altfest L J & Co Inc
413,772$41.3M4.1%ETFHighNew York, NY2026-10-27
Prime Capital Investment Advisors, LLC
319,052$31.8M0.3%ETFLowOverland Park, KS2026-10-20
Opus Capital Group, LLC
305,255$30.4K0.0%ETFVery LowCincinnati, OH2026-10-30
Ddfg, Inc
279,649$27.9M5.5%ETFLowThousand Oaks, CA2026-10-15
Capital Advantage, Inc.
271,642$27.1M3.2%ETFMediumWalnut Creek, CA2026-10-14
Walker Financial Services, Inc.
267,767$26.7M7.8%ETFLowBowling Green, KY2026-10-26
Rockland Trust Co
260,716$26.0M1.0%CoreLowHanover, MA2026-10-05
Stordahl Capital Management, Inc.
242,239$24.2M4.5%ETFVery LowGreenwood Village, CO2026-10-22
Seneca Financial Advisors LLC
239,894$23.9M6.3%ETFLowRochester, NY2026-10-28
Mirae Asset Global Investments Co., Ltd.
229,917$22.9M0.0%GrowthLowSeoul, Malaysia2026-11-03
Cambridge Investment Research Advisors, Inc.
221,136$22.0K0.0%ETFLowFairfield, IA2026-11-02
SoundView Advisors Inc.
214,908$21.4M32.4%ETFMediumOlympia, WA2026-11-04
Wealth Enhancement Advisory Services, LLC
211,991$16.8M0.0%CoreLowPlymouth, MN2026-10-13
Parcion Private Wealth LLC
211,614$21.1M1.1%CoreMediumBellevue, WA2026-10-28
Concurrent Investment Advisors, LLC
203,635$20.3M0.1%GrowthMediumTampa, FL2026-10-16
Arkansas Financial Group, Inc.
203,496$20.3M2.7%ETFVery LowLittle Rock, AR2026-10-26
BIP Wealth, LLC
196,190$19.6M0.5%ETFMediumAtlanta, GA2026-10-22
Kwmg, LLC
192,237$19.2M1.4%ETFVery LowOverland Park, KS2026-10-07
Creative Planning
183,832$18.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Creative Financial Designs Inc
179,176$17.9M0.8%ETFMediumKokomo, IN2026-11-04
Jeppson Wealth Management, LLC
163,416$16.3M4.6%CoreLowManhattan Beach, CA2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
161,742$16.1M0.2%GrowthVery LowSeattle, WA2026-10-27
AJ Advisors, LLC
160,340$16.0M5.1%ETFVery LowNashville, TN2026-10-29
Discipline Wealth Solutions, LLC
144,740$14.4M1.3%ETFLowGreenville, SC2026-10-14
Continuum Wealth Advisors, LLC
139,213$13.9M4.5%ETFMediumSaratoga Springs, NY2026-10-20
Park Edge Advisors, LLC
137,526$13.7M2.9%CoreMediumCleveland, OH2026-10-28
NBT Bank, N.A.
137,468$13.7M0.9%CoreLowNorwich, NY2026-10-21
Galvin, Gaustad & Stein, LLC
135,593$13.5M1.0%CoreMediumScottsdale, AZ2026-10-08
Family Legacy Financial Solutions, LLC
128,404$12.8M7.4%Agg GrowthMediumCary, NC2026-10-07
Commonwealth Equity Services, LLC
121,880$12.2M0.0%ETFLowWaltham, MA2026-11-02
Holcombe Financial, Inc.
114,914$11.5M6.3%ETFLowAtlanta, GA2026-10-16
Penobscot Wealth Management
109,883$11.0M2.8%ETFVery LowPortland, ME2026-10-21
Courier Capital LLC
107,967$10.8M0.5%ETFLowBuffalo, NY2026-10-19
Elevate Wealth Advisory, Inc
105,235$10.5M5.4%ETFVery LowAthens, GA2026-10-29
First National Trust Co
103,514$10.3M0.4%GrowthLowJohnstown, PA2026-10-28
Columbus Macro, LLC
103,464$10.3M1.0%YieldMediumNew Castle, PA2026-10-14
First Horizon Corp
100,481$10.0M0.4%CoreLowMemphis, TN2026-10-26
Portfolio Design Labs, LLC
100,160$10.0M1.6%GrowthMediumEncino, CA2026-11-04
Clear Creek Financial Management, LLC
96,462$9.6M0.7%ETFMediumSilverdale, WA2026-10-28
Brookstone Capital Management
95,976$9.6M0.1%ETFMediumWheaton, IL2026-10-22
Financial Planning Navigators Corp
94,950$9.5M3.5%ETFMediumMaple Grove, MN2026-10-14
Western Reserve Capital Management, LLC
94,895$9.5M6.7%ETFLowHudson, OH2026-10-14
Boltwood Capital Management
94,575$9.4M2.1%ETFVery LowWalnut Creek, CA2026-10-02
Truist Financial Corp
94,004$9.4M0.0%CoreLowCharlotte, NC2026-10-30
Sugar Maple Asset Management, LLC
93,016$9.3M5.3%ETFMediumSister Bay, WI2026-10-13
Wolff Financial Management LLC
89,073$8.9M1.8%ETFVery LowKalamazoo, MI2026-10-23
SAX Wealth Advisors, LLC
88,260$8.8M0.3%ETFVery LowParsippany, NJ2026-10-13
Ashton Thomas Private Wealth, LLC
87,229$8.7M0.2%CoreMediumScottsdale, AZ2026-11-03
Equita Financial Network, Inc.
85,743$8.5M2.4%ETFLowFort Washington, PA2026-10-19
Sterling Investment Advisors LLC
84,751$8.4M3.7%ETFVery LowBolivar, MO2026-10-27
Perigon Wealth Management, LLC
84,575$8.4M0.1%GrowthLowSan Francisco, CA2026-10-22
MJT & Associates Financial Advisory Group, Inc.
84,420$8.4M5.4%ETFLowMontevideo, MN2026-10-07
Home Federal Bank of Tennessee
84,282$8.4M1.8%ETFVery LowKnoxville, TN2026-10-15
City State Bank
83,768$8.4M1.9%GrowthVery LowNorwalk, IA2026-10-20
Integris Wealth Management, LLC
83,119$8.3M1.6%ETFVery LowMonterey, CA2026-10-14
Ascent Group, LLC
81,913$8.2M0.2%CoreLowVirginia Beach, VA2026-10-30
Straight Path Wealth Management
78,853$7.9M1.8%ETFLowJenison, MI2026-10-23
Alhambra Investment Management LLC
75,700$7.5M3.2%CoreLowPalmetto Bay, FL2026-10-15
Market Street Wealth Management Advisors LLC
75,452$7.5M1.1%ETFMediumIndianapolis, IN2026-10-09
IFP Advisors, Inc
73,849$7.4M0.1%GrowthLowTampa, FL2026-10-16
Hillcrest Wealth Advisors - NY, LLC
73,161$7.3M2.6%ETFVery LowHazlet, NJ2026-10-22
Quadcap Wealth Management, LLC
71,926$7.2M0.7%ETFLowFrisco, TX2026-11-02
Valen Private Capital, LLC
71,632$7.1M2.2%ETFN/APaoli, PA2026-10-23
Friedenthal Financial
70,378$7.0M3.0%ETFHighMarlton, NJ2026-10-27
Kure Advisory, LLC
69,559$6.9M3.2%ETFVery LowPlymouth, MN2026-10-08
MGO One Seven LLC
67,540$6.7M0.1%GrowthLowBeachwood, OH2026-10-28
Alpine Bank Wealth Management
67,039$6.7M0.9%ETFHighGrand Junction, CO2026-10-16
B. Riley Wealth Advisors, Inc.
66,577$6.6M0.3%GrowthLowMemphis, TN2026-10-13
Fiduciary Alliance LLC
66,510$6.6M0.5%CoreMediumGreenville, SC2026-10-13
Snider Financial Group
64,196$6.4M1.5%GrowthLowBellevue, WA2026-10-16
Park Avenue Securities LLC
63,465$6.3K0.0%ETFMediumNew York, NY2026-10-26
Fischer Financial Services, Inc.
62,447$6.2M1.5%GrowthVery LowHarrisburg, PA2026-10-30
Fifth Third Securities, Inc.
60,599$6.0M0.3%ETFLowCincinnati, OH2026-10-21
Leuthold Group, LLC
60,365$6.0M0.6%ValueMediumMinneapolis, MN2026-11-04
Wealthcare Capital Partners, LLC
59,795$6.0M2.4%ETFLowWest Chester, PA2026-10-21
Semitam Bonam LLC
58,473$5.8M4.1%ETFVery LowGoshen, NY2026-10-27
Fund Evaluation Group, LLC
54,506$5.4M0.1%ETFLowCincinnati, OH2026-11-05
Stone Summit Wealth LLC
53,609$5.3M1.4%ETFLowMiami, FL2026-10-14
New Capital Management LP
52,936$5.3M1.2%ETFVery LowHouston, TX2026-10-29
Altiora Financial Group, LLC
52,432$5.2M0.9%ETFLowLebanon, OH2026-11-04
Eagle Wealth Advisors LLC
52,148$5.2M3.8%Agg GrowthMediumWestport, CT2026-10-20
Slow Capital, Inc.
50,547$5.0M0.6%Agg GrowthLowGreenbrae, CA2026-10-23
MacKenzie Financial Corp
50,100$5.0M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Royal Harbor Partners, LLC
48,036$4.8M1.5%ETFMediumHouston, TX2026-10-29
Chicago Partners Investment Group LLC
47,405$4.8M0.1%GARPLowChicago, IL2026-10-27
Lake Hills Wealth Management, LLC
47,063$4.7M2.2%ETFVery HighAustin, TX2026-10-07
Amplius Wealth Advisors, LLC
46,214$4.6M0.3%ETFLowBlue Bell, PA2026-10-20
Liberty Atlantic Advisors LLC
45,516$4.5M2.9%ETFLowOlympia, WA2026-10-14
Greenspring Advisors, LLC
44,699$4.5M0.2%ETFVery LowTowson, MD2026-11-05
Physician Wealth Advisors, Inc.
44,489$4.4M0.5%ETFMediumMidvale, UT2026-10-20
NorthCrest Asset Manangement, LLC
44,123$4.4M0.1%GrowthLowPlymouth, MN2026-10-13
Ulland Investment Advisors, LLC
44,000$4.4K0.0%GrowthVery LowMinneapolis, MN2026-10-13
Camden National Bank
43,313$4.3M0.6%CoreVery LowCamden, ME2026-11-02
Arcataur Capital Management LLC
43,179$4.3M1.1%ETFVery LowMilwaukee, WI2026-10-21
Strategic Blueprint, LLC
42,965$4.3M0.2%ETFLowAtlanta, GA2026-10-22
CFS Investment Advisory Services, LLC
41,419$4.1M0.3%ETFMediumTotowa, NJ2026-10-19
Maltin Wealth Management, Inc.
40,595$4.0M1.3%ETFMediumRidgewood, NJ2026-10-13
Ares Financial Consulting, LLC
39,776$4.0M2.7%CoreLowCalabasas, CA2026-10-19
Echo45 Advisors LLC
37,882$3.8M1.7%ETFLowWalnut Creek, CA2026-10-07
Approach Retirement Advisors, LLC
36,491$3.6M2.7%ETFLowVestavia, AL2026-10-22
Horst & Graben Wealth Management LLC
35,988$3.6M0.5%ETFMediumPortland, OR2026-11-02
Winter & Associates, Inc.
34,705$3.5M2.5%ETFMediumSt. Paul, MN2026-10-23
Montag A & Associates Inc
34,695$3.5M0.1%CoreLowAtlanta, GA2026-10-29
Trilogy Capital Inc.
34,428$3.4M0.1%ETFMediumIrvine, CA2026-10-20
Victory Financial Group, LLC
33,803$3.4M0.3%ETFLowAustin, TX2026-10-27
Sofi Wealth, LLC
33,784$3.4M0.1%ETFVery LowSan Francisco, CA2026-10-27
DMC Group, LLC
33,454$3.3M2.3%CoreMediumBirmingham, AL2026-10-26
Breakwater Capital Group
33,157$3.3M0.4%ETFLowParamus, NJ2026-10-09
Fairway Wealth LLC
32,821$3.3M0.7%ETFLowIndependence, OH2026-10-30
Martin Capital Partners, LLC
32,509$3.2M1.2%YieldLowEugene, OR2026-10-07
Investment Partners Asset Management, Inc.
32,240$3.2M1.7%CoreLowMetuchen, NJ2026-10-09
Alterna Wealth Management, Inc
32,151$3.2M1.8%ETFMediumHouston, TX2026-10-27
CGN Advisors LLC
32,104$3.2M0.2%ETFLowManhattan, KS2026-10-21
Chesley Taft & Associates LLC
31,816$3.2M0.1%CoreLowChicago, IL2026-10-13
Sigma Planning Corp
31,616$3.2M0.1%GrowthMediumAnn Arbor, MI2026-10-23
James Investment Research, Inc.
30,963$3.1M0.3%CoreLowAlpha, OH2026-10-22
Trademark Financial Management, LLC
30,769$3.1M1.2%ETFMediumBloomington, MN2026-10-23
Ignite Planners, LLC
29,949$3.0M0.4%CoreLowSan Clemente, CA2026-10-14
LifeGuide Financial Advisors, LLC
29,755$3.0M0.8%ETFVery LowMechanicsburg, PA2026-10-20
Citigroup Inc
29,664$3.0M0.0%CoreMediumNew York, NY2026-11-04
Prospera Financial Services Inc
29,312$3.0M0.0%CoreMediumDallas, TX2026-11-04
Sellwood Investment Partners LLC
29,003$2.9M1.0%ETFLowPortland, OR2026-11-03
Soltis Investment Advisors LLC
28,780$2.9M0.1%CoreMediumSt. George, UT2026-10-28
Heck Capital Advisors, LLC
28,422$2.8M0.2%ETFMediumRhinelander, WI2026-10-14
Ethos Capital Management, Inc.
27,397$2.7M1.8%GrowthHighNewtown, PA2026-11-03
Blue Trust, Inc.
27,355$2.7M0.0%ETFLowBrentwood, TN2026-10-15
Brooklyn FI, LLC
26,553$2.7M0.4%ETFVery LowNew York, NY2026-11-05
Independent Wealth Network Inc.
25,840$2.6M0.6%ETFMediumUrbandale, IA2026-10-19
Bank Julius Baer & Co. Ltd, Zurich
25,687$2.6M0.0%GrowthMediumZurich, Switzerland2026-10-29
Portside Wealth Group, LLC
25,552$2.5M0.3%CoreMediumProvo, UT2026-10-20
Atlatl Advisers LLC
25,334$2.5M0.6%Agg GrowthHighMadison, WI2026-10-22
Mendota Financial Group, LLC
24,492$2.4M1.5%ETFLowMadison, WI2026-10-07
Vise Technologies, Inc.
24,423$2.4M0.0%IndexLowNew York, NY2026-10-29
Portland Financial Advisors Inc
24,267$2.4M4.2%ETFVery LowPort Washington, NY2026-10-26
Signal Advisors Wealth, LLC
23,704$2.4M0.1%ETFLowDetroit, MI2026-10-13
Alpha Omega Wealth Management LLC
23,676$2.4M0.4%ValueLowRichmond, VA2026-10-23
Montecito Bank & Trust
23,470$2.3M0.4%GrowthVery LowSanta Barbara, CA2026-10-01
Canandaigua National Bank & Trust Co
23,412$2.3M0.2%CoreVery LowCanandaigua, NY2026-10-07
Revisor Wealth Management LLC
23,410$2.4M0.6%CoreLowAkron, OH2026-10-20
Atria Investments, Inc
23,233$2.3M0.0%CoreMediumCharlotte, NC2026-10-15
Virtue Capital Management, LLC
23,035$2.3M0.3%GrowthHighBrentwood, TN2026-10-29
JGP Wealth Management, LLC
22,932$2.3M0.2%CoreLowBend, OR2026-10-13
HB Wealth Management, LLC
22,244$2.2M0.0%IndexVery LowAtlanta, GA2026-10-23
Peak Financial Management, Inc.
21,965$2.2M0.5%ETFVery LowWellesley, MA2026-10-16
Lazari Capital Management, Inc.
21,879$2.2M0.6%GrowthLowBurbank, CA2026-10-20
Visionary Horizons, LLC
21,868$2.2M0.9%ETFLowKnoxville, TN2026-10-22
SeedSafe Financial LLC
21,452$2.1M1.6%ETFVery LowAustin, TX2026-11-02
Fermata Advisors, LLC
20,837$2.1M0.4%ETFLowSonoma, CA2026-10-13
MLG Wealth Management DBA Pine Grove Financial Group
20,789$2.1M0.2%ETFMediumWoodbury, MN2026-10-13
Focus Financial Network, Inc.
20,651$2.1M0.1%ETFLowMinneapolis, MN2026-10-14
Fortitude Family Office, LLC
20,523$2.0M0.3%ETFMediumScottsdale, AZ2026-10-14
Willow Creek Capital Management, Inc.
20,021$2.0M2.0%CoreN/AMissoula, MT2026-10-16
Arlington Financial Advisors, LLC
19,819$2.0M0.2%ETFMediumSanta Barbara, CA2026-10-19
Heritage Investment Group, Inc.
19,739$2.0M0.3%ETFVery LowPompano Beach, FL2026-11-03
FFG Retirement Advisors LLC
19,369$1.9M1.0%ETFMediumCentennial, CO2026-10-20
Guidance Capital, Inc
19,238$1.9M0.4%ETFMediumLousville, KY2026-11-03
Bell Investment Advisors, Inc
19,201$1.9M0.3%ETFVery LowOrinda, CA2026-10-29
21 West Wealth Management LLC
18,955$1.9M1.6%ETFLowTustin, CA2026-10-13
Integrity Alliance, Llc.
18,912$1.9M0.1%ETFMediumUrbandale, IA2026-10-29
Valeo Financial Advisors, LLC
18,332$19.9K0.0%ETFLowCarmel, IN2026-10-08
Sharper & Granite LLC
18,314$1.9M0.6%ETFLowEl Segundo, CA2026-11-02
First United Bank & Trust
18,183$1.8M0.5%CoreLowOakland, MD2026-10-22
Virtus Family Office LLC
17,903$1.8M1.4%Deep ValueMediumEl Paso, TX2026-10-30
DecisionMap Wealth Management, LLC
17,315$1.7M0.9%ETFLowGreat Falls, VA2026-10-29
Sowell Financial Services LLC
17,274$1.7M0.1%CoreLowNorth Little Rock, AR2026-10-23
Balance Wealth Partners LLC
17,263$1.7M0.4%ETFMediumWorthington, OH2026-10-27
Marotta Asset Management
17,033$1.7M0.3%ETFLowCharlottesville, VA2026-10-02
Successful Portfolios LLC
16,932$1.7M0.8%CoreVery LowClearwater, FL2026-10-09
BridgePort Financial Solutions, LLC
16,474$1.6M0.4%ETFLowFairfield, IA2026-11-02
Tennessee Valley Asset Management Partners
16,166$1.6M0.2%ETFLowKnoxville, TN2026-11-03
Choreo, LLC
16,129$1.6M0.0%IndexLowRockford, IL2026-10-28
StoneX Group Inc.
15,594$1.6M0.1%ETFMediumNew York, NY2026-11-03
Archer Investment Management, LLC
15,505$1.5M0.5%ETFHighAustin, TX2026-10-13
Prosperity Planning, Inc.
15,475$1.5M0.3%ETFVery LowNorth Kansas City, MO2026-10-09
Kestra Private Wealth Services, LLC
15,029$1.5M0.0%GrowthLowAustin, TX2026-10-30
PKS Advisory Services, LLC
14,978$1.5M0.2%ETFMediumAlbany, NY2026-10-26
Scissortail Wealth Management, LLC
14,976$1.5M0.3%ETFLowTulsa, OK2026-11-03
SteelPeak Wealth, LLC
14,257$1.4M0.0%GrowthHighWoodland Hills, CA2026-10-16
OpenArc Corporate Advisory, LLC
14,218$1.4M0.0%GrowthLowAtlanta, GA2026-10-21
Riverbend Wealth Management, LLC
14,067$1.4M0.6%GrowthLowMyrtle Beach, SC2026-10-15
Curbstone Financial Management Corp
13,680$1.4M0.2%CoreLowManchester, NH2026-10-21
Hanseatic Management Services Inc
13,662$1.4M1.1%GrowthHighAlbuquerque, NM2026-10-27
Alkeme Wealth, LLC
13,472$1.3M0.5%ValueLowScottsdale, AZ2026-10-08
SWP Financial LLC
13,291$1.3M0.6%ETFMediumEncinitas, CA2026-10-23
Certior Financial Group, LLC
12,626$1.3M0.7%ETFMediumKing Of Prussia, PA2026-10-19
Phillips Financial Management, LLC
11,595$1.2M0.1%ETFVery LowFort Wayne, IN2026-10-19
Pinnacle Wealth Management Group, Inc.
11,467$1.1M0.5%ETFMediumPlymouth, MI2026-10-15
Good Harbor Advisors, Inc.
11,351$1.1M1.1%ETFVery LowGloucester, MA2026-10-20
Cambridge Capital Management, LLC
11,144$1.1M0.4%ETFVery LowO'Fallon, IL2026-10-19
Relyea Zuckerberg Hanson LLC
11,051$1.1M0.1%ETFLowStamford, CT2026-10-20
Advisory Solutions Group, LLC
10,848$1.1M0.2%ETFN/APlymouth, MN2026-10-14
Golden State Wealth Management, LLC
10,634$1.1M0.1%ETFMediumSanta Ana, CA2026-11-02
Gilliland Jeter Wealth Management LLC
10,608$1.1M0.3%GrowthVery LowLittle Rock, AR2026-10-28
Ascentis Independent Advisors
10,530$1.0M0.1%ETFLowDallas, TX2026-11-03
Canandaigua National Trust Co of Florida
10,429$1.0M0.6%CoreLowCanandaigua, NY2026-10-07
United Asset Strategies, Inc.
10,386$1.0M0.1%GrowthLowGarden City, NY2026-10-28
Evexia Wealth LLC
10,381$1.0M0.3%CoreMediumStevens Point, WI2026-11-05
Integrated Advisors Network LLC
10,043$1.0M0.0%GrowthMediumDallas, TX2026-10-20
RDA Financial Network
9,993$996.3K0.2%GrowthMediumAkron, IA2026-10-15
Breakwater Investment Management
9,761$973.2K0.3%ETFLowSeattle, WA2026-10-20
Advisor OS, LLC
9,728$969.8K0.1%ETFMediumChicago, IL2026-11-03
XY Planning Network, Inc.
9,656$962.7K0.1%ETFLowBozeman, MT2026-10-14
First Bank & Trust
9,590$956.1K0.1%CoreLowBrookings, SD2026-10-19
RFG Advisory, LLC
9,433$940.5K0.0%ETFMediumBirmingham, AL2026-11-03
L. Roy Papp & Associates, LLP
9,400$937.2K0.1%CoreVery LowPhoenix, AZ2026-10-21
Patriot Investment Management Group, Inc.
9,221$919.3K0.1%ETFVery LowKnoxville, TN2026-10-15
Bluedoor Private Wealth, LLC
9,043$901.6K0.4%CoreLowBeverly, MA2026-11-05
Pettinga Financial Advisors LLC
9,016$898.9K0.1%ETFMediumEvansville, IN2026-10-13
Latitude Advisors, LLC
8,983$895.6K0.3%ETFLowYorkville, IL2026-10-27
Private Wealth Management Group, LLC
8,950$892.3K0.2%ETFLowPrinceton, NJ2026-10-19
Alliance Wealth Advisors, LLC
8,857$883.0K0.2%ETFHighCenterville, UT2026-10-28
Sharkey, Howes & Javer
8,787$876.1K0.1%ETFMediumDenver, CO2026-10-22
Avant Financial Advisors LLC
8,501$847.5K0.5%ETFVery LowAustin, TX2026-11-02
Csenge Advisory Group
8,472$844.7K0.0%ETFMediumClearwater, FL2026-11-04
TCI Wealth Advisors, Inc.
8,463$843.8K0.0%ETFLowTucson, AZ2026-10-30
Topor & Co. Korea
8,423$839.8K0.7%ETFN/ASeoul, Malaysia2026-10-22
Patten Group, Inc.
8,375$835.0K0.1%CoreLowChattanooga, TN2026-10-26
Compass Wealth Management, LLC
8,350$832.5K0.3%ETFMediumAtlanta, GA2026-10-30
Private Trust Co NA
8,325$830.0K0.1%CoreLowCleveland, OH2026-10-20
Sovran Advisors, LLC
8,220$830.0K0.1%ETFMediumSan Diego, CA2026-11-02
Middleton & Co Inc
8,201$817.6K0.1%GrowthLowBoston, MA2026-10-23
Townsend Financial Planning, LLC
8,171$814.7K0.7%ETFVery LowMt Sterling, KY2026-11-02
Stone House Investment Management, LLC
8,119$809.5K0.1%ETFMediumTunkhannock, PA2026-10-23
Vigilare Wealth Management
7,895$787.1K0.2%ETFHighScottsdale, AZ2026-10-29
RHS Financial, LLC
7,824$780.1K0.3%ETFMediumSan Francisco, CA2026-10-13
Simplicity Wealth,LLC
7,775$775.2K0.0%ETFLowSummit, NJ2026-10-23
Matrix Trust Co
7,741$7720.0%ETFLowDenver, CO2026-10-07
SeaBridge Investment Advisors LLC
7,728$770.5K0.1%GrowthMediumSummit, NJ2026-11-02
Eagle Bay Advisors LLC
7,587$756.4K0.6%GrowthMediumNew York, NY2026-10-16
EverSource Wealth Advisors, LLC
7,586$756.3K0.0%CoreMediumBirmingham, AL2026-11-04
Sidoxia Capital Management, LLC
7,583$756.1K0.5%GrowthLowNewport Beach, CA2026-10-28
Acorn Financial Advisory Services Inc
7,471$744.9K0.1%ETFMediumReston, VA2026-11-02
First Premier Bank
7,419$7400.0%CoreVery LowSioux Falls, SD2026-10-13
West Wealth Group, LLC
7,350$732.8K0.1%ETFMediumIrvine, CA2026-10-14
Factor Wealth Management LTD
7,317$729.5K0.1%ETFLowChicago, IL2026-10-08
Diversify Advisory Services, LLC
7,185$721.3K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
7,185$721.3K0.0%GrowthMediumSandy, UT2026-10-20
M Wealth Management, LLC
7,135$711.4K0.5%ETFVery LowSan Diego, CA2026-10-14
Glass Jacobson Investment Advisors llc
7,086$706.5K0.2%ETFLowOwings Mills, MD2026-10-26
Clarity Asset Management, Inc.
7,033$701.2K0.3%ETFHighAmes, IA2026-10-14
Quadrant Private Wealth Management, LLC
6,940$691.9K0.1%GrowthLowCenter Valley, PA2026-11-04
Cardinal Strategic Wealth Guidance
6,922$690.1K0.2%ETFMediumLouisville, KY2026-11-02
New England Private Wealth Advisors LLC
6,872$685.2K0.1%ETFVery LowWellesley, MA2026-10-19
Silver Grove Financial Group, Inc.
6,726$670.6K0.3%CoreMediumOrchard Park, NY2026-11-05
G&S Capital LLC
6,710$669.0K0.2%CoreMediumDenver, CO2026-10-23
Bucket List Wealth Management, LLC
6,630$661.0K0.3%ETFMediumThe Villages, FL2026-10-22
Joseph P. Lucia & Associates, LLC
6,433$641.4K0.2%ETFVery LowYorktown Heights, NY2026-10-30
Wedmont Private Capital
6,432$644.3K0.0%IndexVery LowWest Chester, PA2026-10-09
Arbor Investment Advisors, LLC
6,414$639.4K0.1%ETFVery LowWinston Salem, NC2026-10-26
Trek Financial, LLC
6,396$637.7K0.0%ETFHighScottsdale, AZ2026-10-29
Northwest Wealth Management, LLC
6,336$631.7K0.1%ETFLowSpencer, IA2026-10-30
McNaughton Wealth Management, LLC
6,279$626.0K0.2%ETFLowSan Diego, CA2026-10-09
Lodestar Private Asset Management LLC
6,183$616.4K0.1%ETFLowAlamo, CA2026-10-26
WealthPlan Investment Management, LLC
6,156$613.8K0.0%GrowthMediumOmaha, NE2026-10-15
Meridian Wealth Management, LLC
6,126$610.8K0.0%GrowthLowLexington, KY2026-11-05
Flagship Harbor Advisors, LLC
6,121$610.3K0.0%ETFMediumBoston, MA2026-10-26
Integrity Advisory Solutions, LLC
6,119$610.1K0.1%ETFMediumDallas, TX2026-10-29
Selective Wealth Management, Inc.
6,116$614.0K0.1%ETFLowForest, VA2026-10-16
Thrive Capital Management, LLC
6,104$608.6K0.1%CoreMediumFort Washington, PA2026-10-28
Wealth Effects LLC
6,080$606.2K0.2%GrowthLowBoston, MA2026-10-23
Cadent Capital Advisors, LLC
6,034$601.6K0.1%ETFHighTulsa, OK2026-10-09
Robinswood Financial LLC
5,960$598.9K0.2%ETFVery LowKirkland, WA2026-10-20
Town Capital LLC
5,906$588.8K0.4%ETFHighBel Air, MD2026-11-03
Westover Capital Advisors, LLC
5,894$587.6K0.1%MomentumLowWilmington, DE2026-10-26
DeLarme Wealth Management, Inc.
5,808$579.1K0.3%ETFVery LowPalos Verdes Estates, CA2026-10-30
Corepath Wealth Partners LLC
5,720$572.6K0.4%ETFVery LowScottsdale, AZ2026-10-21
Stonehaven Wealth & TAX Solutions, LLC
5,713$569.6K0.5%ETFLowAppleton, WI2026-10-22
Cassilly Financial Group LLC
5,625$560.8K0.4%ETFLowSeverna Park, MD2026-10-07
Security Financial Services, Inc.
5,580$556.3K0.1%ETFMediumFort Wayne, IN2026-10-29
FC Advisory LLC
5,562$554.5K0.1%ETFVery LowWest Chester, PA2026-10-05
Parallel Advisors, LLC
5,466$545.0K0.0%IndexLowSan Francisco, CA2026-11-03
Aire Advisors, LLC
5,428$541.2K0.1%ETFVery LowBeverly Hills, CA2026-10-22
Buttonwood Financial Group, LLC
5,426$542.5K0.3%ETFMediumKansas City, MO2026-10-16
LaFleur & Godfrey LLC
5,302$528.6K0.1%GrowthLowGrand Rapids, MI2026-10-27
Ehrlich Financial Group
5,167$515.2K0.3%ETFHighLaguna Niguel, CA2026-10-20
Washington Trust Co
5,037$502.2K0.0%GrowthVery LowWesterly, RI2026-10-22
Financial Harvest, LLC
4,892$487.7K0.2%ETFVery LowWinter Park, FL2026-10-15
BOS Asset Management, LLC
4,859$484.4K0.1%ETFLowSpringfield, IL2026-10-09
Ellis Investment Partners, LLC
4,846$483.2K0.1%ETFLowBerwyn, PA2026-10-21
Wealth Forward, LLC
4,830$481.6K0.2%ETFMediumFargo, ND2026-10-14
JB Capital LLC
4,797$478.2K0.0%ETFMediumWethersfield, CT2026-10-19
SigFig Wealth Management, LLC
4,795$478.1K0.0%ETFLowSan Francisco, CA2026-10-07
Elevated Financial Group LLC
4,695$468.1K0.1%ETFMediumIndianapolis, IN2026-10-16
Greenleaf Trust
4,652$463.8K0.0%CoreLowKalamazoo, MI2026-10-29
Skyline Advisors, Inc.
4,647$463.3K0.1%ETFMediumBellingham, WA2026-11-03
Uptick Partners, LLC
4,633$461.9K0.1%ETFLowNacogdoches, TX2026-11-04
Ridgewood Investments LLC
4,592$457.8K0.2%ValueMediumSpringfield, NJ2026-10-05
Lodestone Wealth Management LLC
4,592$457.8K0.2%CoreLowSpokane, WA2026-10-14
Oppenheimer & Co Inc
4,587$457.3K0.0%CoreLowNew York, NY2026-10-26
Madden Securities Corp
4,500$448.7K0.1%GrowthMediumDallas, TX2026-10-27
TD Waterhouse Canada Inc.
4,478$448.0K0.0%CoreLowToronto, Australia2026-10-16
Bay Harbor Wealth Management, LLC
4,465$445.2K0.1%ETFMediumHunt Valley, MD2026-11-03
Holos Integrated Wealth LLC
4,400$442.2K0.2%ETFLowKennett Square, PA2026-10-23
Blankinship & Foster, LLC
4,397$438.4K0.1%ETFVery LowSolana Beach, CA2026-10-19
Verdence Capital Advisors LLC
4,344$433.1K0.0%CoreMediumHunt Valley, MD2026-10-26
Laurel Wealth Advisors LLC
4,330$431.7K0.0%CoreVery LowCharlotte, NC2026-10-27
Redhawk Wealth Advisors, Inc.
4,305$429.2K0.0%ETFHighMinneapolis, MN2026-10-14
ARK & TLK Investments, LLC
4,203$419.0K0.1%ETFLowOklahoma City, OK2026-10-20
Inlight Wealth Management, LLC
4,053$404.1K0.1%ETFVery LowAtlanta, GA2026-10-21
Braun-Bostich & Associates Inc.
4,046$403.4K0.2%ETFMediumCanonsburg, PA2026-10-20
Avior Wealth Management, LLC
3,987$397.5K0.0%ETFMediumOmaha, NE2026-10-13
AlphaCore Capital LLC
3,938$392.6K0.0%ETFLowLa Jolla, CA2026-11-04
Affinity Capital Advisors, LLC
3,937$394.2K0.0%ETFLowBerkeley, CA2026-10-13
Archer Investment Corp
3,929$391.7K0.1%CoreMediumCarmel, IN2026-11-05
Obermeyer Wealth Partners
3,920$390.8K0.0%GrowthLowAspen, CO2026-10-21
Lee Financial Co
3,918$390.6K0.0%ETFVery LowDallas, TX2026-10-16
Financial Network Wealth Advisors LLC
3,909$389.7K0.4%ETFLowMurray, UT2026-10-28
Eagle Capital Management, LLC
3,812$3800.0%GrowthVery LowMandeville, LA2026-10-19
Keystone Wealth Services, LLC
3,769$375.9K0.1%ETFHighPalm Desert, CA2026-11-03
One Wealth Capital Management, LLC
3,633$362.2K0.1%GrowthMediumScottsdale, AZ2026-10-23
Toth Financial Advisory Corp
3,538$352.7K0.0%CoreLowLeesburg, VA2026-10-08
PFG Advisors
3,534$352.3K0.0%ETFMediumPhoenix, AZ2026-10-16
Vontobel Holding Ltd.
3,510$349.9K0.0%CoreMediumZurich, Switzerland2026-10-16
Madson Wealth Advisors Inc
3,501$349.1K0.2%ETFLowSanta Rosa, CA2026-10-13
Northern Lights Advisors, Inc.
3,470$345.9K0.2%ETFVery LowSeattle, WA2026-10-21
Core Wealth Partners LLC
3,468$345.8K0.1%GrowthLowSanta Rosa, CA2026-11-02
Essential Partners LLC
3,452$344.1K0.2%ValueMediumRancho Santa Fe, CA2026-10-14
Lido Advisors, LLC
3,436$342.6K0.0%GrowthLowLos Angeles, CA2026-11-04
Tanager Wealth Management LLP
3,381$337.1K0.0%ETFLowGoring On Thames, United Kingdom2026-10-19
Gibbs Wealth Management
3,361$335.1K0.0%CoreLowAlpharetta, GA2026-10-22
Brindle & Bay Financial Advisors, LLC
3,327$331.7K0.1%ETFMediumFrisco, TX2026-10-15
Assetmark, Inc
3,311$330.1K0.0%ETFLowConcord, CA2026-10-21
Founders Financial Securities LLC
3,292$328.2K0.0%ETFMediumTowson, MD2026-10-28
Triad Wealth Partners, LLC
3,254$324.4K0.0%ETFMediumLawrence, KS2026-10-26
Cathy Pareto & Associates, Inc
3,226$321.7K0.2%ETFLowCoral Gables, FL2026-10-15
Apollon Wealth Management, LLC
3,223$321.3K0.0%GrowthLowMount Pleasant, SC2026-10-23
Avidian Wealth Enterprises, LLC
3,209$319.9K0.0%ETFLowHouston, TX2026-10-08
Kohmann Bosshard Financial Services, LLC
3,206$319.6K0.0%ETFLowFairlawn, OH2026-11-04
Apella Capital, LLC
3,184$318.7K0.0%ETFVery LowWest Hartford, CT2026-10-08
Mine & Arao Wealth Creation & Management, Llc.
3,167$315.7K0.1%GrowthVery LowCampbell, CA2026-10-29
Tcfg Investment Advisors, LLC
3,153$314.4K0.1%GrowthMediumLaguna Niguel, CA2026-10-20
Advus Financial Partners, LLC
3,118$310.9K0.1%ETFLowWinter Park, FL2026-10-20
Signature Equity Partners, LLC
3,094$308.5K0.1%GrowthMediumColumbus, OH2026-10-29
Brighton Jones LLC
3,063$305.4K0.0%CoreVery LowSeattle, WA2026-11-03
Align Financial, LLC
3,047$303.8K0.1%ETFVery LowHermantown, MN2026-10-16
Elevation Point Wealth Partners, LLC
3,001$299.2K0.0%CoreHighDenver, CO2026-11-05
Aurelius Family Office LLC
2,968$295.9K0.1%ETFVery LowBedford, NH2026-10-23
Elevation Capital Advisory, LLC
2,919$291.0K0.1%ETFVery HighBend, OR2026-10-29
Beacon Financial Advisory LLC
2,910$290.1K0.1%ETFLowCleveland, OH2026-10-16
Northwest Financial Advisors
2,890$288.1K0.0%ETFLowHerndon, VA2026-10-27
Able Wealth Management LLC
2,839$283.7K0.1%ETFMediumToms River, NJ2026-10-13
Balefire, LLC
2,807$279.9K0.0%ETFMediumDallas, TX2026-10-09
Cypress Wealth Services, LLC
2,806$280.6K0.0%ETFLowPalm Desert, CA2026-10-21
AdvisorNet Financial, Inc
2,797$280.3K0.0%ETFLowMinnetonka, MN2026-10-15
Pflug Koory, LLC
2,775$276.7K0.1%CoreVery LowOmaha, NE2026-10-26
MKT Advisors LLC
2,750$275.5K0.1%ETFLowCarlsbad, CA2026-10-20
Tradewinds Capital Management, LLC
2,735$272.7K0.0%ETFVery HighBellingham, WA2026-10-23
Smith & Howard Wealth Management, LLC
2,734$272.6K0.1%ETFLowAtlanta, GA2026-10-27
Pinnacle Bancorp, Inc.
2,734$272.6K0.1%CoreVery LowBeatrice, NE2026-10-21
Atwater Malick LLC
2,726$271.8K0.1%CoreLowLancaster, PA2026-10-15
Stablepoint Partners, LLC
2,694$268.6K0.0%CoreLowBraintree, MA2026-11-03
Accurate Wealth Management, LLC
2,686$268.8K0.0%CoreMediumWesley Chapel, FL2026-10-20
Independence Financial Advisors, LLC
2,667$265.9K0.1%ETFMediumFranklin, NH2026-10-08
Frank, Rimerman Advisors LLC
2,580$257.2K0.0%GrowthLowPalo Alto, CA2026-10-16
Liberty Capital Management, Inc.
2,519$251.1K0.0%CoreVery LowBirmingham, MI2026-11-02
Chilton Capital Management LLC
2,474$246.7K0.0%GrowthMediumHouston, TX2026-10-28
Concord Wealth Partners
2,350$234.3K0.0%GrowthLowAbingdon, VA2026-11-02
Gen-Wealth Partners Inc
2,348$234.1K0.1%CoreLowZeeland, MI2026-11-04
May Hill Capital, LLC
2,322$231.5K0.0%ETFLowCohasset, MA2026-11-03
CWA Asset Management Group, LLC
2,288$228.1K0.0%CoreMediumNaples, FL2026-10-19
Penobscot Investment Management Company, Inc.
2,243$223.6K0.0%GrowthLowBoston, MA2026-10-26
Wedbush Securities Inc
2,232$2230.0%CoreLowPasadena, CA2026-10-22
Donalies Financial Planning, LLC
2,228$222.1K0.2%ETFVery LowWashington, DC2026-10-19
Unified Investment Management
2,225$221.8K0.2%CoreLowAtlanta, GA2026-10-14
Winnacle Wealth LLC
2,185$217.8K0.1%CoreMediumWaco, TX2026-10-15
Beaumont Asset Management, L.L.C.
2,169$216.2K0.1%ETFLowBeaumont, TX2026-10-16
Ergawealth Advisors, Inc.
2,143$213.7K0.1%ETFMediumOak Brook, IL2026-10-21
Ted Buchan & Co
2,129$212.3K0.1%ETFLowSan Diego, CA2026-10-23
Indivisible Partners
2,071$206.5K0.0%GrowthMediumClearwater, FL2026-10-26
Gradient Capital Advisors, LLC
2,061$205.5K0.0%ETFLowSan Diego, CA2026-10-21
Aprio Wealth Management, LLC
2,060$205.4K0.0%ETFMediumAtlanta, GA2026-10-28
D.A. Davidson & Co.
2,059$205.3K0.0%CoreLowGreat Falls, MT2026-10-28
Selby Wealth Management, LLC
2,059$205.3K0.1%ETFVery LowEmeryville, CA2026-10-16
Norden Group LLC
2,040$203.3K0.0%GrowthMediumProvo, UT2026-10-20
Symmetry Partners, LLC
2,032$202.6K0.0%ETFLowGlastonbury, CT2026-10-27
KFG LLC
2,032$202.6K0.1%ETFN/ARapid City, SD2026-11-02
Novem Group
2,013$200.7K0.0%ETFMediumRochester, NY2026-10-19
Canton Hathaway, LLC
1,973$196.7K0.0%ValueLowProvidence, RI2026-10-23
Mather Group, Llc.
1,905$189.9K0.0%ETFMediumChicago, IL2026-10-14
Buck Wealth Strategies, LLC
1,879$187.3K0.0%ValueMediumDenver, CO2026-10-28
Compass Financial Management LLC
1,774$176.9K0.0%CoreN/ATampa, FL2026-10-30
Marshall & Sterling Wealth Advisors Inc.
1,691$168.6K0.1%ETFMediumPoughkeepsie, NY2026-10-28
Elevation Wealth Partners, LLC
1,570$156.5K0.0%ETFLowWalnut Creek, CA2026-10-07
Cape Investment Advisory, Inc.
1,499$149.5K0.0%ETFLowMcdonough, GA2026-10-13
John Boyer, Inc.
1,483$147.8K0.1%ETFMediumTampa, FL2026-10-27
GK Wealth Management LLC
1,363$135.9K0.1%GARPVery HighReno, NV2026-10-09
Barrett & Company, Inc.
1,336$133.2K0.0%ETFLowProvidence, RI2026-10-22
CoreCap Advisors, LLC
1,242$123.9K0.0%ETFMediumSouthfield, MI2026-10-08
Birch Financial Group, LLC
1,154$115.1K0.1%CoreLowKeene, NH2026-10-27
Princeton Global Asset Management LLC
1,080$107.7K0.0%GrowthLowPrinceton, NJ2026-10-21
Horizons Wealth Management
1,067$106.4K0.1%ETFLowAsheville, NC2026-10-05
JFS Wealth Advisors, LLC
1,033$103.0K0.0%ETFVery LowHermitage, PA2026-11-03
Legacy Bridge, LLC
1,030$102.7K0.0%GrowthVery LowWest Des Moines, IA2026-10-28
Triumph Capital Management
1,001$99.8K0.0%ETFMediumDenver, CO2026-10-14
Key Capital Management, Inc
918$91.5K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Kings Path Partners LLC
888$88.5K0.0%ETFVery LowSugar Land, TX2026-10-21
Signature Resources Capital Management, LLC
837$83.4K0.0%ETFLowNewport Beach, CA2026-10-16
Heritage Family Offices, LLP
752$75.0K0.0%GrowthHighScottsdale, AZ2026-11-02
Oakworth Capital, Inc.
743$74.1K0.0%ETFLowBirmingham, AL2026-10-26
Tsfg, LLC
688$690.0%ETFLowLake Forest, IL2026-10-23
Nfsg Corp
639$63.7K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Portfolio Resources Advisor Group, Inc.
633$63.1K0.1%ETFMediumCoral Gables, FL2026-10-20
Kingdom Financial Group Llc.
586$58.4K0.0%ETFMediumPeoria, AZ2026-11-04
Wilmington Savings Fund Society, FSB
568$56.6K0.0%CoreLowWilmington, DE2026-10-23
IMG Wealth Management, Inc.
543$54.1K0.0%ETFMediumJacksonville, FL2026-10-27
Nova Financial LLC
539$53.7K0.0%N/AN/ATucson, AZ2026-11-04
Mosley Wealth Management
525$52.7K0.0%ETFHighAnaheim, CA2026-10-16
Bradley & Co. Private Wealth Management, LLC
520$51.8K0.0%CoreVery LowMiami, FL2026-10-23
Nvwm, LLC
508$50.6K0.0%GrowthMediumYardley, PA2026-10-14
Ashton Thomas Securities, LLC
502$50.0K0.0%ETFMediumRochester, NY2026-10-26
Spire Wealth Management
473$47.2K0.0%GrowthMediumMclean, VA2026-10-30
Birchwood Financial Partners, Inc.
418$41.6K0.0%ETFVery LowBloomington, MN2026-11-02
Lanark Financial, Inc.
410$40.9K0.0%CoreMediumBirmingham, AL2026-10-26
Torren Management, LLC
403$40.2K0.0%ETFMediumSan Diego, CA2026-10-29
Beacon Financial Strategies Corp
371$37.0K0.0%ETFVery LowRaleigh, NC2026-10-14
Lloyd Advisory Services, Llc.
371$37.0K0.0%ETFVery HighSuwanee, GA2026-11-02
WPG Advisers, LLC
370$36.9K0.0%CoreLowBaltimore, MD2026-10-27
Covestor Ltd
348$350.0%ValueHighLondon, United Kingdom2026-10-30
Midwest Capital Advisors, LLC
323$32.2K0.0%ETFHighGrand Rapids, MI2026-11-04
Capital Investment Advisory Services, LLC
302$30.2K0.0%CoreMediumRaleigh, NC2026-10-30
Retirement Wealth Solutions LLC
260$25.9K0.0%ETFLowMarshfield, WI2026-10-07
Trust Co of Vermont
254$25.3K0.0%CoreVery LowBrattleboro, VT2026-10-21
Raleigh Capital Management Inc.
250$24.9K0.0%CoreMediumCary, NC2026-10-28
Chapman Financial Group, LLC
250$24.9K0.0%CoreVery LowHonolulu, HI2026-10-26
Rossmore Private Capital
250$24.9K0.0%CoreLowGlastonbury, CT2026-10-27
Wolff Wiese Magana LLC
234$23.3K0.0%GrowthLowCarslbad, CA2026-10-15
UMB Private Wealth Management, LLC
218$21.7K0.0%GrowthN/AKansas City, MO2026-10-19
Smallwood Wealth Investment Management, LLC
200$19.9K0.0%ETFVery LowRed Bank, NJ2026-10-30
Armstrong Advisory Group, Inc
166$16.6K0.0%ETFHighNeedham, MA2026-10-09
Strategic Advocates LLC
158$15.8K0.1%GrowthLowSacramento, CA2026-11-03
Harbor Investment Advisory, LLC
150$15.0K0.0%GrowthLowLutherville, MD2026-10-13
Blueline Advisors LLC
147$14.7K0.0%ETFLowExeter, NH2026-10-15
Horrell Capital Management, Inc.
140$14.0K0.0%ValueVery LowLittle Rock, AR2026-10-08
Quest 10 Wealth Builders, Inc.
135$13.5K0.0%ETFLowFuquay-Varina, VA2026-11-02
1620 Investment Advisors, Inc.
123$12.3K0.0%ValueLowPlymouth, MA2026-11-04
Montgomery Financial Services LLC
110$11.0K0.0%ETFN/AOcean City, MD2026-11-03
Root Financial Partners, LLC
92$9.2K0.0%ETFMediumEncinitas, CA2026-10-21
Team Financial Group, LLC
84$8.4K0.0%ETFLowTemecula, CA2026-10-30
Transce3nd, LLC
81$8.1K0.0%GrowthLowBuda, TX2026-10-26
First Bancorp, Inc
80$8.0K0.0%ValueVery LowDamariscotta, ME2026-10-26
Morton Brown Family Wealth, LLC
76$7.6K0.0%ETFVery LowAllentown, PA2026-10-23
Asset Dedication, LLC
70$7.0K0.0%ETFLowSan Francisco, CA2026-11-03
Maryland Capital Advisors Inc.
62$6.2K0.0%ETFVery LowChester, MD2026-10-15
Elevated Capital Advisors, LLC
50$5.0K0.0%ETFMediumSandy, UT2026-11-04
Provenance Wealth Advisors, LLC
46$4.6K0.0%ETFLowFort Lauderdale, FL2026-10-30
Nemes Rush Group LLC
40$4.0K0.0%CoreVery LowNovi, MI2026-11-04
Moisand Fitzgerald Tamayo, LLC
38$3.8K0.0%ETFVery LowOrlando, FL2026-10-15
Deane Retirement Strategies, Inc.
20$2.0K0.0%CoreVery HighNew Orleans, LA2026-10-09
Farmers & Merchants Investments Inc
11$1.1K0.0%CoreVery LowLincoln, NE2026-10-22
Signaturefd, LLC
8$8450.0%IndexLowAtlanta, GA2026-10-23
Quaker Wealth Management, LLC
5$4990.0%ETFMediumMoorestown, NJ2026-10-22
Gilpin Wealth Management, LLC
5$4990.0%GrowthLowDenver, CO2026-10-09
Register Financial Advisors LLC
4$3990.0%GARPLowAtlanta, GA2026-10-23
Mascoma Wealth Management LLC
0$350.0%ETFVery LowHanover, NH2026-10-23
Prairie Wealth Advisors, Inc.
0$1.4M0.3%CoreVery LowOmaha, NE2026-10-29