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Ishares Msci USA Quality FAC (QUAL)

CUSIP: 46432F339 | NYSE | 2884 institutional holders

Quarters

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

Beneficial Ownership — 13D / 13G

Full history →

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

HolderShares% of ClassChangeEvent Datevs 13F
13G/AFMR LLC21,980,35310.4%+2,474,745Jul 31, 202631d ahead of 13F (19,505,608 sh) · +2,474,745
13G/AFMR LLC21,980,353
10.4% of class · Jul 31, 2026+2,474,745
31d ahead of 13F (19,505,608 sh) · +2,474,745

Institutional Holders — Q3 2026

Facet Wealth, Inc.3,776,190
10.6% of portfolio›$839.2M
Blue Trust, Inc.2,894,963
6.8% of portfolio›$643.4M
Keybank National Association2,209,143
1.6% of portfolio›$491.0M
Orgel Wealth Management, LLC2,195,000
9.2% of portfolio›$487.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,809,936
5.4% of portfolio›$402.2M
Connecticut Wealth Management, LLC961,819
7.8% of portfolio›$213.8M
Commonwealth Equity Services, LLC895,355
0.3% of portfolio›$199.0M
Foster Group, Inc.779,766
4.7% of portfolio›$173.3M
D.A. Davidson & Co.632,935
0.8% of portfolio›$140.7M
Kestra Investment Management, LLC625,852
2.6% of portfolio›$139.1M
Unison Advisors LLC614,844
9.6% of portfolio›$136.6M
Sage Mountain Advisors LLC578,212
7.6% of portfolio›$128.5M
Kestra Advisory Services, LLC525,112
0.3% of portfolio›$116.7M
SAX Wealth Advisors, LLC512,973
3.3% of portfolio›$114.0M
Howard Financial Services, Ltd.486,269
11.3% of portfolio›$108.1M
Prime Capital Investment Advisors, LLC433,372
0.9% of portfolio›$96.3M
Pinnacle Associates LTD426,816
1.1% of portfolio›$94.9M
Valence8 US LP424,074
33.3% of portfolio›$94.2M
State of Michigan Retirement System407,149
0.4% of portfolio›$90.5M
Sachem Hill LLC338,112
13.2% of portfolio›$75.1M
Cambridge Investment Research Advisors, Inc.323,110
0.0% of portfolio›$71.8K
True Link Financial Advisors, LLC322,958
4.1% of portfolio›$71.8M
Obermeyer Wealth Partners317,743
2.8% of portfolio›$70.6M
Landaas & Co317,236
11.6% of portfolio›$70.5M
Pinnacle Wealth Management Advisory Group, LLC284,852
3.7% of portfolio›$63.3M
Baron Wealth Management LLC280,937
16.1% of portfolio›$62.4M
Kathmere Capital Management, LLC271,298
2.9% of portfolio›$60.3M
Wilmington Savings Fund Society, FSB258,151
1.3% of portfolio›$57.4M
Aspen Wealth Management LLC256,465
9.1% of portfolio›$57.0M
Cliftonlarsonallen Wealth Advisors, LLC256,011
0.7% of portfolio›$56.9M
Wealth Enhancement Advisory Services, LLC250,753
0.1% of portfolio›$56.7M
Catalyst Capital Advisors LLC248,182
0.9% of portfolio›$55.2M
Apollon Wealth Management, LLC225,352
0.6% of portfolio›$50.1M
Creative Planning224,996
0.0% of portfolio›$50.0M
Park Avenue Securities LLC222,436
0.0% of portfolio›$49.4K
Wealth Group Ltd213,386
8.9% of portfolio›$47.9M
MCF Advisors LLC206,596
1.6% of portfolio›$45.9M
1900 Wealth Management LLC184,135
2.2% of portfolio›$40.9M
AlphaCore Capital LLC183,561
0.7% of portfolio›$40.8M
Symmetry Partners, LLC177,734
2.0% of portfolio›$39.5M
Sowell Financial Services LLC177,697
1.3% of portfolio›$39.5M
Parallel Advisors, LLC173,301
0.5% of portfolio›$38.5M
Armbruster Capital Management, Inc.173,054
5.8% of portfolio›$38.5M
Capital Advisors, Ltd. LLC164,907
0.0% of portfolio›$36.6K
Elevation Point Wealth Partners, LLC162,664
0.6% of portfolio›$36.2M
Lineweaver Wealth Advisors, LLC159,420
4.1% of portfolio›$35.4M
ARS Wealth Advisors Group, LLC155,082
2.5% of portfolio›$34.5M
Lido Advisors, LLC154,493
0.1% of portfolio›$34.3M
Heck Capital Advisors, LLC139,917
1.7% of portfolio›$31.1M
Farther Finance Advisors, LLC136,832
0.2% of portfolio›$30.4M
GW Henssler & Associates LTD133,269
1.3% of portfolio›$29.6M
RVW Wealth, LLC131,123
1.9% of portfolio›$29.1M
Aventus Investment Advisors, Inc.127,975
20.8% of portfolio›$28.4M
Choreo, LLC126,414
0.3% of portfolio›$28.1M
Bryn Mawr Trust Advisors, LLC126,190
1.2% of portfolio›$28.0M
Tanglewood Wealth Management, Inc.119,415
2.2% of portfolio›$26.5M
Financial Partners Group, Inc117,849
2.7% of portfolio›$26.2M
Client First Capital LLC117,792
10.4% of portfolio›$26.2M
Regatta Capital Group, LLC113,989
3.2% of portfolio›$25.3M
Strategic Point Investment Advisors, LLC104,596
3.0% of portfolio›$23.2M
Cardinal Strategic Wealth Guidance101,123
5.1% of portfolio›$22.5M
HUB Investment Partners, LLC98,827
0.4% of portfolio›$22.0M
IFP Advisors, Inc98,202
0.4% of portfolio›$21.8M
AGF Management LTD96,823
0.1% of portfolio›$21.5M
Weaver Consulting Group95,655
4.1% of portfolio›$21.3M
Strategic Blueprint, LLC91,939
1.0% of portfolio›$20.4M
Vise Technologies, Inc.89,875
0.2% of portfolio›$20.0M
Center for Financial Planning, Inc.89,048
1.8% of portfolio›$19.8M
Ashton Thomas Private Wealth, LLC86,163
0.4% of portfolio›$19.1M
Fort Washington Investment Advisors Inc85,801
0.1% of portfolio›$19.1M
Mirae Asset Global Investments Co., Ltd.83,616
0.0% of portfolio›$18.6M
Trinity Wealth Management, LLC82,228
5.8% of portfolio›$18.3M
Kraft, Davis & Associates, LLC76,977
3.7% of portfolio›$17.4M
Journey Advisory Group, LLC76,884
1.3% of portfolio›$17.1M
Advus Financial Partners, LLC76,172
4.8% of portfolio›$16.9M
Well Done, LLC75,731
2.3% of portfolio›$16.8M
Apella Capital, LLC74,298
0.2% of portfolio›$16.8M
Clear Wave Wealth Management LLC73,185
2.8% of portfolio›$16.3M
Bell Investment Advisors, Inc72,709
2.4% of portfolio›$16.2M
Motive Wealth Advisors72,707
6.5% of portfolio›$16.2M
Sharkey, Howes & Javer72,168
1.9% of portfolio›$16.0M
Sagespring Wealth Partners, LLC71,447
0.2% of portfolio›$15.9M
Fragasso Financial Advisors Inc70,835
0.8% of portfolio›$16.1M
Kestra Private Wealth Services, LLC69,524
0.2% of portfolio›$15.5M
Garrett Wealth Advisory Group, LLC63,990
2.2% of portfolio›$14.2M
Element Pointe Advisors, LLC62,701
2.0% of portfolio›$13.9M
ARQ Wealth Advisors, LLC62,459
1.7% of portfolio›$13.9M
TME Financial, Inc.61,723
8.4% of portfolio›$13.7M
GSG Advisors LLC59,700
2.8% of portfolio›$13.3M
Concurrent Investment Advisors, LLC59,150
0.1% of portfolio›$13.1M
Brookstone Capital Management58,419
0.1% of portfolio›$13.0M
Sovran Advisors, LLC57,874
0.9% of portfolio›$13.0M
Asset Advisors Investment Management, LLC57,599
1.1% of portfolio›$12.8M
Tennessee Valley Asset Management Partners56,805
1.4% of portfolio›$12.6M
Perigon Wealth Management, LLC56,330
0.2% of portfolio›$12.5M
Capital Investment Advisory Services, LLC56,070
0.8% of portfolio›$12.5M
ERn Financial, LLC56,013
2.0% of portfolio›$12.4M
Forthright Family Wealth Advisory LLC55,553
7.0% of portfolio›$12.3M
Hughes Financial Services, LLC55,305
1.6% of portfolio›$12.4M
Trilogy Capital Inc.55,123
0.5% of portfolio›$12.3M
Diversify Wealth Management, LLC54,834
0.2% of portfolio›$12.4M
Diversify Advisory Services, LLC54,834
0.2% of portfolio›$12.4M
Wealthcare Advisory Partners LLC54,278
0.2% of portfolio›$12.1M
Intelligence Driven Advisers, LLC54,073
2.1% of portfolio›$12.0M
Balentine LLC53,482
0.4% of portfolio›$11.9M
Montecito Bank & Trust53,154
1.8% of portfolio›$11.8M
Focus Financial Network, Inc.52,889
0.4% of portfolio›$11.8M
River's Edge Wealth Management, LLC52,505
9.9% of portfolio›$11.8M
Atria Investments, Inc51,650
0.1% of portfolio›$11.5M
Scissortail Wealth Management, LLC51,155
2.1% of portfolio›$11.4M
Forte Asset Management LLC50,470
4.5% of portfolio›$11.2M
Csenge Advisory Group49,185
0.4% of portfolio›$10.9M
Client 1ST Advisory Group, LLC48,946
2.8% of portfolio›$10.9M
BOS Asset Management, LLC48,940
2.5% of portfolio›$10.9M
Wealth Quarterback LLC48,871
3.3% of portfolio›$10.9M
Sculati Wealth Management, LLC48,735
3.6% of portfolio›$11.1M
Financial Life Advisors47,897
3.0% of portfolio›$10.6M
Jmac Enterprises LLC47,872
1.8% of portfolio›$10.6M
Keeler & Nadler Financial Planning & Wealth Management47,646
2.9% of portfolio›$10.6M
Shepherd Financial Partners LLC46,282
0.8% of portfolio›$10.3M
Symphony Financial, Ltd. Co.45,552
0.9% of portfolio›$10.2M
SteelPeak Wealth, LLC45,525
0.2% of portfolio›$10.1M
Geneva Partners, LLC44,564
3.0% of portfolio›$9.9M
West Wealth Group, LLC43,965
1.5% of portfolio›$9.8M
Ullmann Wealth Partners Group, LLC43,183
0.9% of portfolio›$9.6M
Sigma Planning Corp43,095
0.2% of portfolio›$9.6M
MGO One Seven LLC42,397
0.2% of portfolio›$9.4M
Financial Enhancement Group LLC42,330
1.1% of portfolio›$9.6M
Stonehearth Capital Management, LLC42,170
3.2% of portfolio›$9.4M
Capital Investment Advisors, LLC41,618
0.1% of portfolio›$9.2M
Assetmark, Inc41,409
0.0% of portfolio›$9.2M
Beacon Advisors Holdings, LLC41,151
4.4% of portfolio›$9.1M
Truist Financial Corp40,899
0.0% of portfolio›$9.1M
Capital Advantage, Inc.40,806
1.1% of portfolio›$9.1M
Syntax Research, Inc.40,577
6.5% of portfolio›$9.0M
Leslie Global Wealth, LLC40,385
3.3% of portfolio›$9.0M
Three Magnolias Financial Advisors, LLC40,305
5.4% of portfolio›$9.0M
Pettinga Financial Advisors LLC39,522
1.5% of portfolio›$8.8M
CoreCap Advisors, LLC39,508
0.3% of portfolio›$8.8M
Leicht Financial Planning & Wealth Management, Inc.39,179
3.6% of portfolio›$8.7M
Peddock Capital Advisors, LLC38,924
1.7% of portfolio›$8.7M
Cypress Wealth Services, LLC38,468
1.0% of portfolio›$8.7M
Independent Financial Group, LLC37,773
0.2% of portfolio›$8.4M
Skyline Advisors, Inc.37,118
2.6% of portfolio›$8.2M
Founders Financial Securities LLC36,358
0.4% of portfolio›$8.1M
Marino, Stram & Associates LLC35,170
1.2% of portfolio›$7.8M
Green Ridge Wealth Planning LLC35,130
3.1% of portfolio›$7.8M
Beacon Financial Planning, Inc34,321
2.6% of portfolio›$7.6M
Detalus Advisors, LLC34,039
1.5% of portfolio›$7.6M
Stillwater Wealth Management Group33,964
4.0% of portfolio›$7.5M
Bestgate Wealth Advisors, LLC33,702
4.7% of portfolio›$7.5M
Shum Financial Group, Inc.33,185
4.2% of portfolio›$7.4M
Formidable Asset Management, LLC33,184
1.1% of portfolio›$7.3M
Cora Capital Advisors LLC32,145
1.9% of portfolio›$7.1M
Etesian Wealth Advisors, Inc.31,745
2.1% of portfolio›$7.1M
Prospera Financial Services Inc31,697
0.1% of portfolio›$7.1M
Spire Wealth Management31,654
0.2% of portfolio›$7.0M
Flywheel Private Wealth LLC31,071
3.4% of portfolio›$6.9M
Premier Path Wealth Partners, LLC31,047
0.8% of portfolio›$6.9M
Bison Wealth, LLC30,904
0.6% of portfolio›$7.0M
Golden State Wealth Management, LLC30,381
0.6% of portfolio›$6.8M
Ascentis Independent Advisors30,377
0.4% of portfolio›$6.8M
Yoder Wealth Management, Inc.30,307
2.5% of portfolio›$6.7M
Horst & Graben Wealth Management LLC29,991
0.9% of portfolio›$6.7M
Elevated Financial Group LLC29,714
1.8% of portfolio›$6.6M
Old National Bancorp29,587
0.1% of portfolio›$6.6M
Breakwater Capital Group29,547
0.8% of portfolio›$6.6M
Legacy Advisory Services, LLC29,292
4.7% of portfolio›$6.5M
Inscription Capital, LLC29,233
0.7% of portfolio›$6.5M
Ironsides Asset Advisors, LLC29,111
1.6% of portfolio›$6.5M
Summa Corp.28,850
1.3% of portfolio›$6.4M
Forteris Wealth Management Inc.28,647
5.3% of portfolio›$6.4M
Apollon Financial, LLC27,965
0.7% of portfolio›$6.2M
Trust Co27,850
0.5% of portfolio›$6.2M
CGN Advisors LLC27,483
0.5% of portfolio›$6.1M
Paller Financial Services Inc27,456
4.7% of portfolio›$6.1M
Titleist Asset Management, LLC27,200
0.4% of portfolio›$6.0M
BIP Wealth, LLC26,605
0.2% of portfolio›$5.9M
StrongBox Wealth, LLC26,216
1.6% of portfolio›$5.8M
Stanich Group LLC26,209
2.8% of portfolio›$5.8M
CFS Investment Advisory Services, LLC26,178
0.4% of portfolio›$5.9M
Trek Financial, LLC25,697
0.3% of portfolio›$5.7M
Schear Investment Advisers, LLC25,673
0.7% of portfolio›$5.7M
Tempo Wealth, LLC25,673
0.7% of portfolio›$5.7M
Meitav Investment House LTD25,543
0.0% of portfolio›$5.7M
First Citizens Financial Corp25,077
2.3% of portfolio›$5.6M
HMV Wealth Advisors, LLC24,695
2.1% of portfolio›$5.5M
Flagship Harbor Advisors, LLC24,571
0.2% of portfolio›$5.5M
William John Sempolinski24,541
2.1% of portfolio›$5.5M
TSA Wealth Managment LLC24,209
1.5% of portfolio›$5.4M
Lincoln Capital Corp23,996
1.7% of portfolio›$5.3M
Ascent Group, LLC23,602
0.2% of portfolio›$5.2M
Aries Wealth Management23,584
1.0% of portfolio›$5.2M
Security Financial Services, Inc.23,194
0.7% of portfolio›$5.2M
Annex Advisory Services, LLC22,885
0.1% of portfolio›$5.1M
Omni 360 Wealth, Inc.22,844
2.3% of portfolio›$5.1M
Hudson Oak Wealth Advisory LLC22,613
3.9% of portfolio›$5.0M
TCI Wealth Advisors, Inc.22,165
0.2% of portfolio›$4.9M
Hoese & Co LLP22,060
3.2% of portfolio›$4.9M
Sherman Wealth Management LLC21,573
3.4% of portfolio›$4.8M
Avestar Capital, LLC20,730
0.4% of portfolio›$4.6M
Raab & Moskowitz Asset Management LLC20,597
0.9% of portfolio›$4.6M
Maia Wealth LLC20,373
0.6% of portfolio›$4.5M
Claro Advisors Inc.20,301
0.4% of portfolio›$4.5M
Woodmont Investment Counsel LLC20,077
0.2% of portfolio›$4.5M
Fluent Financial, LLC19,764
1.5% of portfolio›$4.4M
Carnegie Investment Counsel19,645
0.1% of portfolio›$4.4M
True Blue Financial, LLC19,519
1.6% of portfolio›$4.3M
Farrell Financial LLC19,072
2.3% of portfolio›$4.2M
Rose Capital Advisors LLC19,013
1.0% of portfolio›$4.2M
Market Street Wealth Management Advisors LLC18,914
0.6% of portfolio›$4.2M
Brighton Jones LLC18,763
0.1% of portfolio›$4.2M
Simon Quick Advisors, LLC18,674
0.2% of portfolio›$4.2M
JB Capital LLC18,617
0.1% of portfolio›$4.1M
RFG Advisory, LLC18,266
0.1% of portfolio›$4.1M
Clear Creek Financial Management, LLC18,112
0.3% of portfolio›$4.0M
HB Wealth Management, LLC18,075
0.0% of portfolio›$4.0M
Mayfair Advisory Group, LLC18,068
1.2% of portfolio›$4.0M
Macroview Investment Management LLC17,979
2.4% of portfolio›$4.0M
Crestwood Advisors Group, LLC17,967
0.1% of portfolio›$4.0M
SimpliFi, Inc.17,891
1.6% of portfolio›$4.0M
Chicago Partners Investment Group LLC17,591
0.1% of portfolio›$3.9M
Buttonwood Financial Group, LLC17,534
2.0% of portfolio›$4.0M
OpenArc Corporate Advisory, LLC17,497
0.0% of portfolio›$3.9M
Davenport & Co LLC17,432
0.0% of portfolio›$3.9M
Worth Financial Advisory Group, LLC17,402
1.6% of portfolio›$3.9M
TD Waterhouse Canada Inc.17,145
0.0% of portfolio›$3.8M
Robinson Smith Wealth Advisors LLC16,518
2.2% of portfolio›$3.7M
Triumph Capital Management16,459
0.6% of portfolio›$3.7M
Integrity Alliance, Llc.16,349
0.1% of portfolio›$3.6M
Beacon Financial Advisory LLC15,950
0.7% of portfolio›$3.5M
Global Wealth Strategies & Associates15,796
0.6% of portfolio›$3.5M
YHB Investment Advisors, Inc.15,791
0.2% of portfolio›$3.5M
Crescent Grove Advisors, LLC15,710
0.3% of portfolio›$3.5M
Private Trust Co NA15,592
0.3% of portfolio›$3.5M
Ehrlich Financial Group15,413
1.8% of portfolio›$3.4M
Keystone Wealth Services, LLC15,357
0.6% of portfolio›$3.4M
Mission Wealth Management, LP15,300
0.1% of portfolio›$3.4M
Acorn Wealth Advisors, LLC15,259
0.8% of portfolio›$3.4M
Provident Investment Management, Inc.15,176
0.3% of portfolio›$3.4M
Integrity Advisory Solutions, LLC15,143
0.4% of portfolio›$3.4M
ADG Wealth Management Group, LLC14,976
2.1% of portfolio›$3.3M
Ridgeline Wealth, LLC14,922
1.9% of portfolio›$3.4M
Wedbush Securities Inc14,876
0.0% of portfolio›$3.3K
Watershed Private Wealth LLC14,716
0.9% of portfolio›$3.3M
Eastern Bank14,573
0.0% of portfolio›$3.2M
Verus Capital Partners, LLC14,095
0.2% of portfolio›$3.1M
Verdence Capital Advisors LLC13,919
0.1% of portfolio›$3.1M
Cornerstone Wealth Management, LLC13,831
0.1% of portfolio›$3.1M
Davidson Kahn Capital Management, LLC13,581
1.2% of portfolio›$3.0M
Physician Wealth Advisors, Inc.13,500
0.3% of portfolio›$3.0M
Thrive Wealth Management, LLC13,397
0.4% of portfolio›$3.0M
Interchange Capital Partners, LLC13,269
0.5% of portfolio›$2.9M
Bernardo Wealth Planning LLC12,978
0.2% of portfolio›$2.9M
Beacon Financial Group12,873
0.3% of portfolio›$2.9M
Ellis Investment Partners, LLC12,845
0.4% of portfolio›$2.9M
Almanack Investment Partners, Llc.12,841
0.3% of portfolio›$2.9M
WBH Advisory Inc12,727
0.2% of portfolio›$2.8M
LiftPoint Family Wealth Advisors LLC12,719
1.9% of portfolio›$2.8M
Oasis Advisors, LLC12,575
1.2% of portfolio›$2.8M
WT Wealth Management12,518
0.8% of portfolio›$2.8M
VestGen Advisors, LLC12,445
0.1% of portfolio›$2.8M
Avidian Wealth Enterprises, LLC12,444
0.1% of portfolio›$2.8M
McKinley Carter Wealth Services, Inc.12,403
0.1% of portfolio›$2.8M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors12,381
0.1% of portfolio›$2.8M
Centurion Wealth Management LLC12,251
0.7% of portfolio›$2.7M
Axxcess Wealth Management, LLC12,107
0.1% of portfolio›$2.7M
BigSur Wealth Management LLC12,000
0.6% of portfolio›$2.7M
Crown Wealth Group, LLC11,939
0.7% of portfolio›$2.7M
TFC Financial Management, Inc.11,881
0.3% of portfolio›$2.6M
Archer Investment Management, LLC11,848
0.8% of portfolio›$2.6M
Insight Inv LLC11,797
1.2% of portfolio›$2.6M
One Advisory Partners, LLC11,578
0.7% of portfolio›$2.6M
EverSource Wealth Advisors, LLC11,577
0.1% of portfolio›$2.6M
Planning Strategies Inc.11,574
1.5% of portfolio›$2.6M
Patten & Patten Inc11,507
0.1% of portfolio›$2.6M
Greenleaf Trust11,453
0.0% of portfolio›$2.5M
Blake Schutter Theil Wealth Advisors, LLC11,447
1.7% of portfolio›$2.5M
CGC Financial Services, LLC11,438
0.6% of portfolio›$2.5M
AWM Capital, LLC11,378
0.2% of portfolio›$2.5M
Firethorn Wealth Partners, LLC11,244
0.8% of portfolio›$2.5M
Quadrant Private Wealth Management, LLC11,151
0.3% of portfolio›$2.5M
Henshaw Capital LLC11,000
0.1% of portfolio›$2.4M
Lantz Financial LLC10,978
0.4% of portfolio›$2.4M
Burton Enright Welch10,937
0.3% of portfolio›$2.4M
Citigroup Inc10,934
0.0% of portfolio›$2.4M
RMR Capital Management, LLC10,920
1.7% of portfolio›$2.4M
Providence First Trust Co10,910
0.8% of portfolio›$2.4M
Delta Wealth Advisors LLC10,854
1.7% of portfolio›$2.4M
B. Riley Wealth Advisors, Inc.10,700
0.1% of portfolio›$2.4M
Polaris Investment Advisors, LLC10,633
1.5% of portfolio›$2.4M
Alterna Wealth Management, Inc10,583
1.3% of portfolio›$2.4M
Victory Financial Group, LLC10,578
0.2% of portfolio›$2.4M
Kelly Financial Services LLC10,568
0.5% of portfolio›$2.3M
Robertson Stephens Wealth Management, LLC10,540
0.1% of portfolio›$2.3M
Tranquility Partners, LLC10,510
0.8% of portfolio›$2.3M
Blue Zone Wealth Advisors, LLC10,474
0.4% of portfolio›$2.3M
Cynosure Group, LLC10,449
0.3% of portfolio›$2.3M
Boyum Wealth Architects LLC10,357
0.9% of portfolio›$2.3M
GC Wealth Management RIA, LLC10,335
0.1% of portfolio›$2.3M
Advisory Solutions Group, LLC10,287
0.5% of portfolio›$2.3M
Uptick Partners, LLC10,231
0.3% of portfolio›$2.3M
Triad Wealth Partners, LLC10,195
0.1% of portfolio›$2.3M
Level Financial Advisors10,185
0.5% of portfolio›$2.3M
Mainstream Capital Management LLC10,148
1.3% of portfolio›$2.3M
Shore Point Advisors, LLC10,129
0.7% of portfolio›$2.3M
Gryphon Financial Partners LLC10,114
0.2% of portfolio›$2.2M
Asempa Wealth Advisors10,061
1.7% of portfolio›$2.2M
Diversified Enterprises, LLC10,037
0.1% of portfolio›$2.2M
PFG Advisors9,989
0.1% of portfolio›$2.2M
Evergreen Capital Management LLC9,888
0.0% of portfolio›$2.2M
KFG LLC9,882
1.5% of portfolio›$2.2M
Bailard, Inc.9,789
0.0% of portfolio›$2.2M
Northland Securities, Inc.9,732
1.3% of portfolio›$2.2M
Goldstein Advisors, LLC9,653
0.2% of portfolio›$2.1M
Fulton Bank, N.A.9,419
0.1% of portfolio›$2.1M
Midwest Heritage Bank, FSB9,386
0.6% of portfolio›$2.1M
Portus Wealth Advisors, LLC9,347
1.7% of portfolio›$2.1M
Abel Hall, LLC9,294
0.4% of portfolio›$2.1M
Selby Wealth Management, LLC9,177
0.7% of portfolio›$2.0M
Braun-Bostich & Associates Inc.9,121
1.2% of portfolio›$2.0M
ShoreHaven Wealth Partners, LLC9,118
0.6% of portfolio›$2.0M
Integrity Wealth Partners, LLC8,907
1.5% of portfolio›$2.0M
WJ Wealth Management, LLC8,893
0.8% of portfolio›$2.0M
Kingswood Wealth Advisors, LLC8,878
0.1% of portfolio›$2.0M
Retirement Planning Group, LLC8,745
0.0% of portfolio›$1.9M
KCM Investment Advisors LLC8,728
0.1% of portfolio›$1.9M
Fifth Third Securities, Inc.8,614
0.1% of portfolio›$1.9M
Signal Advisors Wealth, LLC8,580
0.1% of portfolio›$1.9M
Total Clarity Wealth Management, Inc.8,516
0.4% of portfolio›$1.9M
Brandywine OAK Private Wealth LLC8,410
0.1% of portfolio›$1.9M
USAdvisors Wealth Management, LLC8,313
0.0% of portfolio›$1.8K
WealthPlan Investment Management, LLC8,252
0.1% of portfolio›$1.8M
Smart Wealth LLC8,231
0.4% of portfolio›$1.8M
Mattern Wealth Management LLC8,200
0.3% of portfolio›$1.8M
Global Financial Private Client, LLC8,159
0.5% of portfolio›$1.8M
Farmers & Merchants Investments Inc8,034
0.0% of portfolio›$1.8M
Johnson Bixby & Associates, LLC8,028
0.2% of portfolio›$1.8M
Lifelong Wealth Advisors, Inc.7,938
0.4% of portfolio›$1.8M
Soltis Investment Advisors LLC7,921
0.1% of portfolio›$1.8M
Vision Capital Management, Inc.7,875
0.2% of portfolio›$1.8M
Colton Groome Financial Advisors, LLC7,807
0.4% of portfolio›$1.7M
Gen-Wealth Partners Inc7,788
0.5% of portfolio›$1.7M
Silverlake Wealth Management LLC7,768
0.3% of portfolio›$1.7M
Trademark Financial Management, LLC7,736
0.7% of portfolio›$1.7M
Rubicon Advisors, GP7,673
1.2% of portfolio›$1.7M
Allen Capital Group, LLC7,612
0.1% of portfolio›$1.7M
Mather Group, Llc.7,602
0.0% of portfolio›$1.7M
Midwest Capital Advisors, LLC7,558
0.6% of portfolio›$1.7M
ASL Financial, LLC7,556
1.1% of portfolio›$1.7M
Lionsbridge Wealth Management LLC7,551
1.9% of portfolio›$1.7M
Wesbanco Bank Inc7,414
0.1% of portfolio›$1.6M
Tctc Holdings, LLC7,335
0.0% of portfolio›$1.6M
Lpwm LLC7,321
0.4% of portfolio›$1.6M
MBE Wealth Management, LLC7,223
0.6% of portfolio›$1.6M
Ackerman Capital Advisors, LLC7,217
0.3% of portfolio›$1.6M
Foundry Financial Group, Inc.7,211
0.7% of portfolio›$1.6M
Apeiron RIA LLC7,152
0.4% of portfolio›$1.6M
Arsenal Capital Advisors LLC7,150
0.9% of portfolio›$1.6M
Elevate Capital Advisors, LLC7,120
0.9% of portfolio›$1.6M
Goelzer Investment Management, Inc.7,107
0.1% of portfolio›$1.6M
Financial Insights, Inc.6,987
0.4% of portfolio›$1.6M
Hamilton Point Investment Advisors, LLC6,937
0.2% of portfolio›$1.5M
Retirement Wealth Solutions LLC6,929
0.8% of portfolio›$1.5M
Investors Research Corp6,884
0.3% of portfolio›$1.5M
First Heartland Consultants, Inc.6,854
0.1% of portfolio›$1.5M
MLG Wealth Management DBA Pine Grove Financial Group6,769
0.1% of portfolio›$1.5M
SeaCrest Wealth Management, LLC6,769
0.2% of portfolio›$1.5M
LexAurum Advisors, LLC6,757
0.2% of portfolio›$1.5M
First International Bank of Israel Ltd.6,754
0.6% of portfolio›$1.5M
M Holdings Securities, Inc.6,696
0.6% of portfolio›$1.5M
Balance Wealth Partners LLC6,692
0.4% of portfolio›$1.5M
Fairvoy Private Wealth, LLC6,661
0.3% of portfolio›$1.5M
Insight Wealth Strategies, LLC6,637
0.1% of portfolio›$1.5M
Opulen Financial Group LLC6,591
0.9% of portfolio›$1.5M
Dynamic Advisor Solutions LLC6,565
0.0% of portfolio›$1.5M
Meridian Investment Counsel Inc.6,522
0.3% of portfolio›$1.4M
Rainier Family Wealth Inc6,455
0.7% of portfolio›$1.4M
Glenview Trust Co6,444
0.0% of portfolio›$1.4M
Stone House Investment Management, LLC6,428
0.2% of portfolio›$1.4M
Syntegra Private Wealth Group, LLC6,426
0.1% of portfolio›$1.4M
Exchange Bank6,343
0.9% of portfolio›$1.4M
Avalon Capital Management6,316
0.3% of portfolio›$1.4M
Sumitomo Mitsui DS Asset Management Company, Ltd6,279
0.0% of portfolio›$1.4M
Galvin, Gaustad & Stein, LLC6,189
0.1% of portfolio›$1.4M
Yankcom Partnership6,141
0.5% of portfolio›$1.4M
Oppenheimer & Co Inc6,128
0.0% of portfolio›$1.4M
Pines Wealth Management, LLC6,122
0.4% of portfolio›$1.4M
Accredited Investor Services, LLC6,112
0.8% of portfolio›$1.4M
First Citizens Bank & Trust Co6,100
0.0% of portfolio›$1.4M
Partners Wealth Management, LLC6,086
0.1% of portfolio›$1.4M
Calamos Wealth Management LLC6,073
0.0% of portfolio›$1.3M
Parsons Capital Management Inc5,991
0.1% of portfolio›$1.3M
Quadcap Wealth Management, LLC5,929
0.1% of portfolio›$1.3M
Visionary Wealth Advisors5,852
0.1% of portfolio›$1.3M
Tarbox Family Office, Inc.5,831
0.2% of portfolio›$1.3M
Lake Street Private Wealth, LLC5,800
0.1% of portfolio›$1.3M
Raub Brock Capital Management LP5,799
0.4% of portfolio›$1.3M
Wall Capital Group, Inc.5,789
1.1% of portfolio›$1.3M
One Wealth Capital Management, LLC5,759
0.5% of portfolio›$1.3M
Cahaba Wealth Management, Inc.5,752
0.1% of portfolio›$1.3M
Meridian Financial Partners LLC5,636
0.4% of portfolio›$1.3M
Soundwatch Capital LLC5,607
0.1% of portfolio›$1.3M
Trust Co of Toledo NA5,602
0.1% of portfolio›$1.2M
Ipsen Advisor Group LLC5,527
0.8% of portfolio›$1.2M
Moulton Wealth Management, Inc5,492
0.8% of portfolio›$1.2M
Compass Ion Advisors, LLC5,455
0.1% of portfolio›$1.2M
First Financial Bank - Trust Division5,450
0.1% of portfolio›$1.2M
First National Trust Co5,390
0.0% of portfolio›$1.2M
Clark Asset Management, LLC5,332
0.1% of portfolio›$1.2M
Destiny Wealth Partners, LLC5,274
0.1% of portfolio›$1.2M
Cardinal Point Capital Management ULC5,267
0.1% of portfolio›$1.2M
Kellett Wealth Advisors, LLC5,263
0.4% of portfolio›$1.2M
Noble Wealth Management PBC5,231
0.5% of portfolio›$1.2M
Cyndeo Wealth Partners, LLC5,217
0.1% of portfolio›$1.2M
Owl Creek Wealth Partners LLC5,205
0.3% of portfolio›$1.2M
Bank Julius Baer & Co. Ltd, Zurich5,191
0.0% of portfolio›$1.2M
Vavra Capital Management, LLC5,189
1.0% of portfolio›$1.2M
Abundance Wealth Counselors5,178
0.2% of portfolio›$1.2M
Aprio Wealth Management, LLC5,164
0.1% of portfolio›$1.1M
First American Bank5,163
0.1% of portfolio›$1.1M
Accredited Investors Inc.5,137
0.0% of portfolio›$1.1M
Ashton Thomas Securities, LLC5,119
0.1% of portfolio›$1.1M
W Advisors, LLC5,116
0.5% of portfolio›$1.1M
Patriot Financial Group Insurance Agency, LLC5,098
0.1% of portfolio›$1.1M
Elevated Capital Advisors, LLC5,091
0.4% of portfolio›$1.1M
Matauro, LLC5,079
0.1% of portfolio›$1.1M
Caliber Wealth Management, LLC / KS5,012
0.1% of portfolio›$1.1M
Ergawealth Advisors, Inc.4,990
0.4% of portfolio›$1.1M
Riverchase Wealth Management, LLC4,964
0.5% of portfolio›$1.1M
Harbor Investment Advisory, LLC4,941
0.1% of portfolio›$1.1M
Cornerstone Planning Group LLC4,937
0.1% of portfolio›$1.1M
Evolution Wealth Management Inc.4,915
0.6% of portfolio›$1.1M
White Lighthouse Investment Management Inc.4,915
0.1% of portfolio›$1.1M
MFA Wealth Services4,895
0.6% of portfolio›$1.1M
SWP Financial LLC4,891
0.5% of portfolio›$1.1M
Altus Wealth Group LLC4,882
0.4% of portfolio›$1.1M
Wolff Financial Management LLC4,826
0.2% of portfolio›$1.1M
Washington Trust Co4,815
0.0% of portfolio›$1.1M
Altfest L J & Co Inc4,785
0.1% of portfolio›$1.1M
International Assets Investment Management, LLC4,755
0.1% of portfolio›$1.1M
Principal Financial Group Inc4,701
0.0% of portfolio›$1.0M
RHS Financial, LLC4,699
0.4% of portfolio›$1.0M
Sweeney & Michel, LLC4,694
0.3% of portfolio›$1.0M
Signature Estate & Investment Advisors LLC4,693
0.0% of portfolio›$1.0M
Crusonia Wealth Advisors LLC4,664
0.2% of portfolio›$1.0M
Indivisible Partners4,662
0.0% of portfolio›$1.0M
Wells Financial Advisors Inc4,655
9.6% of portfolio›$1.0M
Kelly Financial Group LLC4,590
0.2% of portfolio›$1.0M
Whalen Wealth Management Inc.4,580
0.4% of portfolio›$1.0M
Root Financial Partners, LLC4,566
0.0% of portfolio›$1.0M
Hengehold Capital Management LLC4,561
0.1% of portfolio›$1.0M
McAdam, LLC4,558
0.0% of portfolio›$1.0M
Simplicity Wealth,LLC4,532
0.0% of portfolio›$1.0M
Stackstone Wealth, LLC4,515
0.1% of portfolio›$1.0M
HCR Wealth Advisors4,506
0.1% of portfolio›$1.0M
Wealth Dimensions Group, Ltd.4,497
0.2% of portfolio›$999.4K
Americana Partners, LLC4,453
0.0% of portfolio›$989.5K
Trace Wealth Advisors, LLC4,434
0.7% of portfolio›$985.4K
Novem Group4,432
0.1% of portfolio›$985.1K
Moneywise, Inc.4,400
0.9% of portfolio›$977.8K
Pearl Planning LLC4,356
0.4% of portfolio›$968.1K
Gibbs Wealth Management4,356
0.1% of portfolio›$968.0K
Lebenthal Global Advisors, LLC4,345
0.1% of portfolio›$965.7K
Family Wealth Partners, LLC4,340
0.3% of portfolio›$964.4K
Mattern Capital Management, LLC4,335
0.1% of portfolio›$963.4K
Avior Wealth Management, LLC4,299
0.0% of portfolio›$955.5K
Aspiriant, LLC4,215
0.0% of portfolio›$936.9K
United Advisor Group, LLC4,186
0.1% of portfolio›$930.4K
A4 Wealth Advisors LLC4,148
0.6% of portfolio›$921.9K
Cherry Tree Wealth Management, LLC4,124
0.2% of portfolio›$916.5K
Jeter Robert S II4,102
0.6% of portfolio›$931.5K
Perryman Financial Advisory Inc4,080
0.1% of portfolio›$906.8K
New England Professional Planning Group Inc.4,051
0.3% of portfolio›$900.2K
Cullen T Bankers, Inc.4,049
0.0% of portfolio›$899.8K
GK Wealth Management LLC4,021
0.5% of portfolio›$893.5K
Peak Wealth Management LLC3,989
0.6% of portfolio›$900.2K
Bedminster, LLC3,967
0.7% of portfolio›$881.6K
Paulson Wealth Management Inc.3,965
0.2% of portfolio›$881.2K
15 Wealth Advisors LLC3,941
0.2% of portfolio›$876.6K
Procyon Advisors, LLC3,907
0.0% of portfolio›$868.4K
Amplius Wealth Advisors, LLC3,883
0.1% of portfolio›$863.0K
Tempus Wealth Planning, LLC3,849
0.2% of portfolio›$855.4K
Sutton Place Investors LLC3,847
0.4% of portfolio›$855.0K
Valeo Financial Advisors, LLC3,840
0.0% of portfolio›$853.5K
Union Bancaire Privee, UBP SA3,829
0.0% of portfolio›$854.7K
Ridgeline Wealth Planning, LLC3,813
0.5% of portfolio›$847.3K
PKS Advisory Services, LLC3,803
0.1% of portfolio›$834.3K
Tred Avon Family Wealth, LLC3,730
0.3% of portfolio›$829.0K
Firestone Capital Management3,713
0.2% of portfolio›$825.2K
Emprise Bank3,705
0.3% of portfolio›$823.4K
Moss Adams Wealth Advisors LLC3,702
0.1% of portfolio›$822.7K
BridgePort Financial Solutions, LLC3,679
0.2% of portfolio›$817.7K
Wilkins Miller Wealth Management, LLC3,675
0.5% of portfolio›$816.8K
Integrated Advisors Network LLC3,643
0.0% of portfolio›$809.6K
JGP Wealth Management, LLC3,636
0.1% of portfolio›$808.0K
Signaturefd, LLC3,626
0.0% of portfolio›$805.9K
Cooper Financial Group3,622
0.1% of portfolio›$804.9K
Fiduciary Alliance LLC3,610
0.1% of portfolio›$802.3K
Ballast Rock Private Wealth LLC3,591
0.4% of portfolio›$798.1K
Northside Capital Management, LLC3,582
0.1% of portfolio›$796.1K
Boston Trust Walden Corp3,569
0.0% of portfolio›$793.2K
Flagstar Securities, Inc3,543
0.2% of portfolio›$787.5K
MKT Advisors LLC3,525
0.3% of portfolio›$797.1K
Latitude Advisors, LLC3,517
0.2% of portfolio›$781.7K
Blue Bell Private Wealth Management, LLC3,511
0.1% of portfolio›$780.3K
Creative Financial Designs Inc3,491
0.0% of portfolio›$775.8K
Legacy Advisors, LLC3,487
0.1% of portfolio›$774.9K
MBL Wealth, LLC3,464
0.0% of portfolio›$769.8K
Midwest Trust Co3,437
0.0% of portfolio›$763.8K
Zenith Solutions, Inc.3,397
0.7% of portfolio›$755.0K
Y-Intercept (Hong Kong) Ltd3,371
0.0% of portfolio›$749.2K
Palatine Hill Wealth Management, LLC3,366
0.5% of portfolio›$748.1K
MRA Advisory Group3,346
0.3% of portfolio›$743.5K
Independence Bank of Kentucky3,345
0.1% of portfolio›$743.4K
Pinnacle Wealth Planning Services, Inc.3,300
0.1% of portfolio›$733.4K
Cassilly Financial Group LLC3,259
0.5% of portfolio›$724.2K
Ferguson Wellman Capital Management, Inc3,244
0.0% of portfolio›$720.9K
Stableford Capital II LLC3,216
0.2% of portfolio›$714.7K
Davidson Trust Co3,210
0.3% of portfolio›$713.4K
Palisade Asset Management, LLC3,210
0.1% of portfolio›$713.4K
Sound Financial Strategies Group, LLC3,178
0.5% of portfolio›$706.3K
Bokf, NA3,173
0.0% of portfolio›$705.2K
AlphaStar Capital Management, LLC3,166
0.0% of portfolio›$703.6K
Juncture Wealth Strategies, LLC3,104
0.2% of portfolio›$689.8K
Hutchens & Kramer Investment Management Group, LLC3,018
0.2% of portfolio›$670.7K
Oath Planning, LLC3,006
0.4% of portfolio›$668.1K
SYM Financial Corp2,982
0.1% of portfolio›$662.8K
Trust Co of Vermont2,954
0.0% of portfolio›$656.5K
Integral Investment Advisors, Inc.2,950
0.1% of portfolio›$655.6K
Citizens Financial Group Inc2,947
0.0% of portfolio›$654.9K
Investment Research Partners LLC2,946
0.2% of portfolio›$654.7K
Asset Allocation Strategies LLC2,916
0.1% of portfolio›$648.1K
Accelerate Investment Advisors LLC2,911
0.4% of portfolio›$647.0K
NWF Advisory Services Inc.2,889
0.1% of portfolio›$642.0K
D'Orazio & Associates, Inc.2,874
0.1% of portfolio›$638.8K
Balefire, LLC2,869
0.1% of portfolio›$637.6K
Beaumont Financial Advisors, LLC2,862
0.0% of portfolio›$636.2K
First Financial Group Corp2,839
0.5% of portfolio›$631.1K
Elevate Wealth Advisory, Inc2,828
0.3% of portfolio›$628.5K
Kohmann Bosshard Financial Services, LLC2,824
0.1% of portfolio›$627.6K
Capital Investment Counsel, LLC2,785
0.1% of portfolio›$618.9K
Curry Webb Wealth Management LLC2,763
0.3% of portfolio›$606.3K
StoneX Group Inc.2,749
0.0% of portfolio›$611.0K
Johnson Financial Group, LLC2,746
0.0% of portfolio›$610.5K
Wedmont Private Capital2,735
0.0% of portfolio›$618.5K
Abound Wealth Management2,730
0.1% of portfolio›$606.8K
Krilogy Financial LLC2,714
0.0% of portfolio›$618.0K
Pinion Investment Advisors, LLC2,713
0.1% of portfolio›$602.9K
CWA Asset Management Group, LLC2,678
0.0% of portfolio›$595.2K
Avail Investment Partners, LLC2,651
0.4% of portfolio›$589.2K
Badgley Phelps Wealth Managers, LLC2,644
0.0% of portfolio›$587.6K
46 Peaks LLC2,622
0.4% of portfolio›$582.7K
Wise Wealth Partners2,616
1.1% of portfolio›$581.5K
Lantern Wealth Advisors, LLC2,599
0.2% of portfolio›$577.7K
4J Wealth Management LLC2,588
0.3% of portfolio›$575.2K
San Luis Wealth Advisors LLC2,578
0.1% of portfolio›$572.8K
RCS Financial Planning, LLC2,568
0.3% of portfolio›$570.8K
Box Hill Private Wealth LLC2,555
0.4% of portfolio›$567.7K
Citizens National Bank Trust Department2,540
0.1% of portfolio›$564.5K
NBT Bank, N.A.2,529
0.0% of portfolio›$562.0K
Frederick Financial Consultants, LLC2,520
0.2% of portfolio›$560.1K
KPP Advisory Services LLC2,513
0.1% of portfolio›$558.5K
Compass Wealth Management, LLC2,508
0.2% of portfolio›$557.4K
Factor Wealth Management LTD2,508
0.1% of portfolio›$557.4K
Essential Investment Partners LLC2,477
0.4% of portfolio›$550.5K
L. Roy Papp & Associates, LLP2,461
0.1% of portfolio›$546.9K
FSM Wealth Advisors, LLC2,452
0.1% of portfolio›$556.8K
Sound Income Strategies, LLC2,439
0.0% of portfolio›$551.6K
Asset Dedication, LLC2,420
0.0% of portfolio›$537.7K
Key FInancial Inc2,409
0.1% of portfolio›$535.4K
Forvis Mazars Wealth Advisors, LLC2,408
0.0% of portfolio›$535.1K
Integrated Wealth Management2,374
0.5% of portfolio›$527.5K
BNB Wealth Management, LLC2,371
0.3% of portfolio›$527.0K
Harbor Asset Planning, Inc.2,369
0.4% of portfolio›$526.5K
R2 Capital Strategies, LLC2,365
0.2% of portfolio›$525.6K
Turtle Creek Wealth Advisors, LLC2,364
0.0% of portfolio›$525.4K
AMG Asset Management Group, Inc.2,350
0.3% of portfolio›$522.3K
Portfolio Resources Advisor Group, Inc.2,335
0.4% of portfolio›$518.9K
Tcfg Investment Advisors, LLC2,331
0.2% of portfolio›$518.5K
JFS Wealth Advisors, LLC2,328
0.0% of portfolio›$517.3K
Sensible Money, LLC2,315
0.1% of portfolio›$514.5K
Capital Wealth Alliance, LLC2,312
0.2% of portfolio›$513.8K
CogentBlue Wealth Advisors, LLC2,306
0.5% of portfolio›$512.5K
Busey Bank2,293
0.0% of portfolio›$509.6K
Heritage Family Offices, LLP2,290
0.2% of portfolio›$508.8K
Kaufman Rossin Wealth, LLC2,271
0.2% of portfolio›$504.7K
CapWealth Advisors, LLC2,270
0.0% of portfolio›$504.5K
Mosley Wealth Management2,254
0.1% of portfolio›$511.1K
Unify Financial Advisors2,249
0.5% of portfolio›$499.8K
Atlas Brown,Inc.2,243
0.1% of portfolio›$498.5K
Gemmer Asset Management LLC2,242
0.0% of portfolio›$498.3K
Embree Financial Group2,225
0.0% of portfolio›$494.4K
Richard P Slaughter Associates Inc2,221
0.1% of portfolio›$493.6K
Grimes & Co Wealth Management, LLC2,215
0.0% of portfolio›$492.3K
Foster Victor Wealth Advisors, LLC2,215
0.0% of portfolio›$498.9K
Kennedy Investment Group, Inc.2,210
0.2% of portfolio›$491.3K
Grey Ledge Advisors, LLC2,189
0.1% of portfolio›$486.5K
Lodestone Wealth Management LLC2,187
0.2% of portfolio›$486.0K
Milestone Asset Management Group, LLC2,157
0.2% of portfolio›$479.4K
Morton Capital Management LLC2,147
0.1% of portfolio›$477.2K
Leading Edge Financial Planning LLC2,146
0.1% of portfolio›$477.0K
XY Planning Network, Inc.2,143
0.1% of portfolio›$476.3K
Ledyard National Bank2,125
0.0% of portfolio›$472.3K
Klingman & Associates, LLC2,114
0.0% of portfolio›$469.8K
Argentarii, LLC2,113
0.1% of portfolio›$469.6K
Sterling Investment Counsel, LLC2,109
0.1% of portfolio›$468.7K
Intrua Financial, LLC2,097
0.0% of portfolio›$466.0K
Cornerstone Wealth Group, LLC2,083
0.0% of portfolio›$462.8K
Riverbend Wealth Management, LLC2,082
0.2% of portfolio›$462.8K
Glass Jacobson Investment Advisors llc2,071
0.1% of portfolio›$460.2K
Frankly Finances, LLC2,062
0.4% of portfolio›$458.3K
Town Capital LLC2,040
0.3% of portfolio›$453.4K
MSH Capital Advisors LLC2,032
0.1% of portfolio›$451.7K
Koshinski Asset Management, Inc.2,026
0.0% of portfolio›$450.3K
Winebrenner Capital Management LLC2,022
0.3% of portfolio›$449.4K
Investment Planning Advisors, Inc.2,021
0.1% of portfolio›$449.2K
Apex Wealth Management, LLC2,011
0.3% of portfolio›$446.9K
Guerra PAN Advisors, LLC1,993
0.3% of portfolio›$448.9K
Atwater Malick LLC1,979
0.1% of portfolio›$439.8K
LifeGoal Investments, LLC1,971
0.1% of portfolio›$438.0K
American National Bank & Trust1,958
0.0% of portfolio›$435.1K
BCU Wealth Advisors, LLC1,957
0.1% of portfolio›$434.8K
Eiger Wealth Management, LLC1,944
9.4% of portfolio›$432.1K
Garde Capital, Inc.1,930
0.0% of portfolio›$428.9K
Lee Financial Co1,928
0.1% of portfolio›$428.6K
Gilliland Jeter Wealth Management LLC1,923
0.1% of portfolio›$427.3K
CWS Financial Advisors, LLC1,920
0.1% of portfolio›$426.7K
Compagnie Lombard Odier SCmA1,900
0.0% of portfolio›$422.3K
Bullock Wealth Management Group1,885
0.2% of portfolio›$421.2K
Adamsbrown Wealth Consultants LLC1,879
0.1% of portfolio›$417.6K
Baker Tilly Wealth Management, LLC1,871
0.1% of portfolio›$415.7K
Magnus Financial Group LLC1,870
0.0% of portfolio›$415.7K
Gamma Investing LLC1,840
0.0% of portfolio›$408.9K
Commonwealth Retirement Investments LLC1,831
0.1% of portfolio›$407.0K
BAM Wealth Management, LLC1,830
0.2% of portfolio›$406.7K
MassMutual Private Wealth & Trust, FSB1,824
0.0% of portfolio›$405.4K
Farnam Financial LLC1,815
0.3% of portfolio›$408.2K
Fortem Financial Group, LLC1,813
0.1% of portfolio›$402.9K
Kendall Capital Management1,800
0.1% of portfolio›$400.0K
Verum Partners LLC1,788
0.1% of portfolio›$397.4K
Avion Wealth1,787
0.5% of portfolio›$397.0K
Acima Private Wealth, LLC1,782
0.1% of portfolio›$396.0K
Stage Harbor Financial, LLC1,778
0.2% of portfolio›$395.1K
Commonwealth Financial Services, LLC1,763
0.1% of portfolio›$391.8K
Princeton Global Asset Management LLC1,753
0.1% of portfolio›$389.6K
Curtis Advisory Group, LLC1,752
0.1% of portfolio›$389.4K
HBW Advisory Services LLC1,744
0.0% of portfolio›$387.7K
Adelphi Trust Co1,730
0.3% of portfolio›$384.5K
Principle Wealth Partners LLC1,729
0.0% of portfolio›$384.3K
CPA Asset Management Group, LLC1,721
0.1% of portfolio›$382.5K
Beese Fulmer Investment Management, Inc.1,703
0.0% of portfolio›$378.6K
Hobart Private Capital, LLC1,700
0.1% of portfolio›$377.8K
Smith Salley Wealth Management1,689
0.0% of portfolio›$375.4K
LVW Advisors, LLC1,688
0.0% of portfolio›$375.1K
Salem Investment Counselors Inc1,681
0.0% of portfolio›$373.6K
Elevation Wealth Management LLC1,680
0.3% of portfolio›$373.3K
Sanchez Gaunt Capital Management, LLC1,679
0.2% of portfolio›$373.1K
Accurate Wealth Management, LLC1,679
0.0% of portfolio›$381.3K
Solstein Capital, LLC1,664
0.1% of portfolio›$369.8K
Gerber Kawasaki Wealth & Investment Management1,660
0.0% of portfolio›$369.0K
Black Diamond Financial, LLC1,658
0.0% of portfolio›$368.5K
Islay Capital Management, LLC1,656
0.2% of portfolio›$368.0K
Arcadia Wealth Management, LLC1,654
0.1% of portfolio›$367.5K
Diversified Portfolios, Inc.1,645
0.0% of portfolio›$365.6K
Cowa, LLC1,637
0.1% of portfolio›$363.8K
Warren Street Wealth Advisors, LLC1,635
0.1% of portfolio›$363.5K
Invested Advisors1,635
0.3% of portfolio›$363.4K
Sima Wealth Partners, LLC1,617
0.3% of portfolio›$359.4K
Hobbs Wealth Management, LLC1,615
0.3% of portfolio›$358.9K
Revisor Wealth Management LLC1,613
0.1% of portfolio›$360.6K
Euro Pacific Asset Management, LLC1,608
0.0% of portfolio›$357.4K
RAM Investment Partners, LLC1,602
0.1% of portfolio›$356.0K
GFG Capital, LLC1,593
0.1% of portfolio›$354.1K
Montag A & Associates Inc1,586
0.0% of portfolio›$352.4K
Fortress Financial Group, LLC1,583
0.2% of portfolio›$351.8K
Beacon Wealthcare LLC1,581
0.1% of portfolio›$351.4K
Cannon Financial Strategists, Inc.1,580
0.0% of portfolio›$351.1K
LS Investment Advisors, LLC1,580
0.0% of portfolio›$351.1K
Hurlow Wealth Management Group, Inc.1,579
0.1% of portfolio›$350.9K
Walser Wealth Management Company, A Ltd Liability Co1,567
0.1% of portfolio›$348.3K
Sterling Financial Planning, Inc.1,564
0.1% of portfolio›$347.5K
Advisor OS, LLC1,560
0.0% of portfolio›$346.7K
Frank, Rimerman Advisors LLC1,551
0.0% of portfolio›$344.7K
Aegis Wealth Management, Inc.1,543
0.2% of portfolio›$343.0K
Nixon Peabody Trust Co1,534
0.0% of portfolio›$340.9K
Post Resch Tallon Group Inc.1,533
0.2% of portfolio›$340.7K
Archford Capital Strategies, LLC1,532
0.0% of portfolio›$340.5K
Bluesphere Advisors LLC1,529
0.1% of portfolio›$339.8K
Venture Visionary Partners LLC1,527
0.0% of portfolio›$339.4K
Asset One Wealth Management LLC1,514
0.0% of portfolio›$336.5K
Timonier Family Office, Ltd.1,499
0.1% of portfolio›$333.1K
Roger Wittlin Investment Advisory, LLC1,495
0.3% of portfolio›$332.3K
Oregon Pacific Wealth Management, LLC1,486
0.3% of portfolio›$330.2K
Vigilare Wealth Management1,485
0.1% of portfolio›$330.0K
SigFig Wealth Management, LLC1,473
0.0% of portfolio›$327.4K
Creekside Partners1,473
0.1% of portfolio›$327.4K
Investment Partners, Ltd.1,468
0.1% of portfolio›$326.2K
Donor Advised Charitable Giving, Inc.1,464
0.0% of portfolio›$325.4K
Modera Wealth Management, LLC1,461
0.0% of portfolio›$324.7K
Pinnacle Wealth Management Group, Inc.1,444
0.1% of portfolio›$320.9K
Northwest Wealth Advisors, LLC1,433
0.2% of portfolio›$318.5K
Traphagen Investment Advisors LLC1,404
0.0% of portfolio›$312.1K
Westside Investment Management, Inc.1,400
0.0% of portfolio›$313.4K
Plante Moran Financial Advisors, LLC1,392
0.0% of portfolio›$309.4K
Summit Investment Advisory Services, LLC1,383
0.1% of portfolio›$307.4K
MBA Advisors LLC1,367
0.1% of portfolio›$303.8K
Traynor Capital Management, Inc.1,361
0.0% of portfolio›$302.5K
Camden National Bank1,357
0.0% of portfolio›$301.6K
Laurel OAK Wealth Management, LLC1,343
0.0% of portfolio›$298.5K
Ascent Wealth Partners, LLC1,327
0.0% of portfolio›$294.9K
IPG Investment Advisors LLC1,321
0.0% of portfolio›$293.6K
CX Institutional1,315
0.0% of portfolio›$292
Marin Bay Wealth Advisors, LLC1,306
0.2% of portfolio›$290.3K
Allegiance Financial Group Advisory Services LLC1,301
0.0% of portfolio›$289.1K
Capital Asset Advisory Services LLC1,301
0.0% of portfolio›$292.3K
Corundum Group, Inc.1,300
0.1% of portfolio›$288.9K
Leuthold Group, LLC1,293
0.0% of portfolio›$287.4K
AdvisorNet Financial, Inc1,289
0.0% of portfolio›$291.1K
Intergy Private Wealth, LLC1,284
0.1% of portfolio›$285.4K
Ethic Inc.1,281
0.0% of portfolio›$284.7K
PUREfi Wealth, LLC1,277
0.1% of portfolio›$283.8K
Relyea Zuckerberg Hanson LLC1,274
0.0% of portfolio›$283.1K
Winthrop Advisory Group LLC1,272
0.0% of portfolio›$282.6K
Cove Private Wealth, LLC1,265
0.0% of portfolio›$281.1K
Two West Capital Advisors LLC1,264
0.1% of portfolio›$282.1K
Waterway Wealth Management, LLC1,260
0.1% of portfolio›$280.1K
Entrewealth, LLC1,256
0.1% of portfolio›$279.1K
apricus wealth, LLC1,254
0.1% of portfolio›$278.7K
WealthBridge Capital Management, LLC1,248
0.1% of portfolio›$277.4K
Hazlett, Burt & Watson, Inc.1,243
0.1% of portfolio›$193.1K
RMR Wealth Builders1,235
0.0% of portfolio›$274.5K
Evermay Wealth Management LLC1,223
0.0% of portfolio›$271.8K
Essex Bank1,221
0.1% of portfolio›$271.4K
Layline Advisors, LLC1,221
0.2% of portfolio›$271.5K
Northwest Financial Advisors1,209
0.0% of portfolio›$268.7K
Private Client Services, LLC1,196
0.1% of portfolio›$265.8K
Idaho Trust Co1,195
0.1% of portfolio›$265.6K
Marshall & Sterling Wealth Advisors Inc.1,194
0.2% of portfolio›$265.3K
Center For Asset Management LLC1,180
0.1% of portfolio›$262.4K
Horizon Wealth Management, LLC1,176
0.0% of portfolio›$261.4K
KMG Fiduciary Partners, LLC1,176
0.0% of portfolio›$261.4K
Rosenberg Matthew Hamilton1,170
0.0% of portfolio›$260.0K
Activest Wealth Management1,167
0.0% of portfolio›$259.3K
Bangor Savings Bank1,164
0.0% of portfolio›$258.7K
Boyer Financial Services, Inc.1,160
0.2% of portfolio›$257.8K
Tortuga Wealth Management, Inc1,154
0.2% of portfolio›$257.8K
May Hill Capital, LLC1,148
0.1% of portfolio›$255.2K
Core Wealth Management, Inc.1,143
0.1% of portfolio›$254.0K
Sentinel Pension Advisors, LLC1,138
0.0% of portfolio›$253.0K
Maple Capital Management, Inc.1,127
0.0% of portfolio›$250.5K
Fifth Third Wealth Advisors LLC1,099
0.0% of portfolio›$244.2K
Eagle Strategies LLC1,096
0.0% of portfolio›$243.5K
Vista Investment Partners II, LLC1,092
0.1% of portfolio›$242.7K
Certuity, LLC1,087
0.0% of portfolio›$241.7K
Carmel Capital Partners, LLC1,085
0.1% of portfolio›$241.1K
Global Trust Asset Management, LLC1,065
0.1% of portfolio›$236.7K
Lexington Hill Partners, LLC1,060
0.1% of portfolio›$235.5K
Pacific Asset Management, LLC1,052
0.1% of portfolio›$233.8K
Atticus Wealth Management, LLC1,050
0.1% of portfolio›$233.4K
Presilium Private Wealth, LLC1,050
0.0% of portfolio›$233.4K
Baldwin Wealth Partners LLC1,045
0.0% of portfolio›$232.2K
Able Wealth Management LLC1,044
0.1% of portfolio›$235.9K
Atlas Private Wealth Advisors1,036
0.0% of portfolio›$230.4K
PDS Planning, Inc1,033
0.0% of portfolio›$229.5K
Beacon Capital Management, LLC1,016
0.0% of portfolio›$225.7K
MeadowBrook Investment Advisors LLC1,016
0.2% of portfolio›$228.2K
Global Assets Advisory, LLC1,013
0.1% of portfolio›$228.7K
Trust Point Inc.1,001
0.0% of portfolio›$222.5K
Halbert Hargrove Global Advisors, LLC1,001
0.0% of portfolio›$222.5K
Summit Wealth Group LLC / Co1,001
0.0% of portfolio›$222.5K
Western Pacific Wealth Management, LP1,000
0.2% of portfolio›$222.2K
ADE, LLC1,000
0.1% of portfolio›$222.2K
Wealth Architects, LLC999
0.0% of portfolio›$222.0K
jvl associates llc995
0.1% of portfolio›$221.0K
Nordwand Advisors, LLC990
0.0% of portfolio›$220.0K
Downshift Financial, LLC987
0.1% of portfolio›$219.4K
Advanced Asset Management Advisors Inc985
0.1% of portfolio›$219.0K
World Equity Group, Inc.979
0.1% of portfolio›$217.6K
Sapient Capital LLC977
0.0% of portfolio›$217.1K
Foronjy Financial LLC976
0.1% of portfolio›$216.9K
Platform Technology Partners973
0.0% of portfolio›$216.2K
Sage Capital Advisors,llc971
0.0% of portfolio›$215.7K
Syverson Strege & Co970
0.0% of portfolio›$215.6K
EPG Wealth Management LLC961
0.0% of portfolio›$213.6K
True Private Wealth Advisors954
0.0% of portfolio›$212.2K
Chicago Capital, LLC935
0.0% of portfolio›$207.8K
Northwest Wealth Management, LLC908
0.0% of portfolio›$201.8K
Caldwell Trust Co908
0.0% of portfolio›$201.8K
Team Financial Group, LLC887
0.1% of portfolio›$197.2K
Tompkins Financial Corp854
0.0% of portfolio›$189.8K
United Community Bank837
0.1% of portfolio›$186.0K
Clark Wealth Partners830
0.1% of portfolio›$184.5K
Lanark Financial, Inc.806
0.0% of portfolio›$179.1K
Signature Equity Partners, LLC769
0.1% of portfolio›$170.9K
Buck Wealth Strategies, LLC768
0.0% of portfolio›$170.7K
North Point Portfolio Managers Corp762
0.0% of portfolio›$169.3K
Jnba Financial Advisors745
0.0% of portfolio›$165.6K
Pinnacle Bancorp, Inc.745
0.0% of portfolio›$165.6K
Hickory Point Bank & Trust737
0.1% of portfolio›$163.8K
Pension & Wealth Management Advisors, Inc.719
0.0% of portfolio›$159.9K
Morling Financial Advisors, LLC697
0.0% of portfolio›$154.9K
Community Financial Services Group, LLC685
0.0% of portfolio›$153.1K
Armstrong Advisory Group, Inc671
0.0% of portfolio›$149.1K
Bfsg, LLC663
0.0% of portfolio›$147.2K
Navigoe, LLC634
0.1% of portfolio›$140.0K
SJS Investment Consulting Inc.633
0.0% of portfolio›$140.7K
RMG Wealth Management LLC612
0.0% of portfolio›$137.3K
Ascentis Wealth Management, LLC604
0.0% of portfolio›$134.3K
Union Savings Bank583
0.1% of portfolio›$129.6K
Flagship Wealth Advisors, LLC578
0.0% of portfolio›$128.5K
Raleigh Capital Management Inc.567
0.0% of portfolio›$126.0K
Acropolis Investment Management, LLC550
0.0% of portfolio›$122.2K
DecisionPoint Financial, LLC538
0.0% of portfolio›$120.2K
Signature Resources Capital Management, LLC536
0.1% of portfolio›$119.1K
Mascoma Wealth Management LLC526
0.0% of portfolio›$116.8K
Realta Investment Advisors500
0.0% of portfolio›$111.1K
Capital Investment Counsel, Inc491
0.0% of portfolio›$109.1K
Nova Financial LLC480
0.0% of portfolio›$106.7K
Edgemoor Investment Advisors, Inc.477
0.0% of portfolio›$106.0K
Reap Financial Group, LLC468
0.0% of portfolio›$104.0K
Angeles Wealth Management, LLC468
0.0% of portfolio›$104.0K
American Capital Advisory, LLC451
0.0% of portfolio›$100.3K
Hoey Investments, Inc434
0.0% of portfolio›$96.5K
Beacon Investment Advisory Services, Inc.431
0.0% of portfolio›$95.9K
Gleason Group, Inc.431
0.0% of portfolio›$95.8K
UMB Private Wealth Management, LLC423
0.1% of portfolio›$94.0K
City Holding Co400
0.0% of portfolio›$88.9K
Nfsg Corp392
0.0% of portfolio›$87.2K
Key Capital Management, Inc391
0.0% of portfolio›$86.9K
Markowski Investments372
0.0% of portfolio›$82.7K
Lloyd Advisory Services, Llc.370
0.0% of portfolio›$82.2K
Compass Financial Management LLC360
0.0% of portfolio›$80.0K
Financial Network Wealth Advisors LLC344
0.1% of portfolio›$76.5K
Tradewinds Capital Management, LLC333
0.0% of portfolio›$74.0K
RHL Group, LLC314
0.0% of portfolio›$69.8K
Simplex Trading, LLC302
0.0% of portfolio›$67.1K
Murphy & Mullick Capital Management Corp296
0.0% of portfolio›$65.8K
Tsfg, LLC286
0.0% of portfolio›$63
Parkside Financial Bank & Trust286
0.0% of portfolio›$63.6K
Arlington Trust Co LLC280
0.0% of portfolio›$62.2K
Costello Asset Management, Inc278
0.0% of portfolio›$61.8K
Cape Investment Advisory, Inc.274
0.0% of portfolio›$60.9K
Wealth Enhancement Trust Services, Inc.265
0.0% of portfolio›$58.9K
WPG Advisers, LLC260
0.0% of portfolio›$57.8K
Biltmore Family Office, LLC239
0.0% of portfolio›$53.1K
Allspring Global Investments Holdings, LLC230
0.0% of portfolio›$51.6K
Nemes Rush Group LLC227
0.0% of portfolio›$50.4K
Pittenger & Anderson Inc218
0.0% of portfolio›$48.4K
Kingdom Financial Group Llc.207
0.0% of portfolio›$46.1K
Chilton Capital Management LLC196
0.0% of portfolio›$43.6K
DeDora Capital, Inc.181
0.0% of portfolio›$40.2K
First Community Trust NA180
0.0% of portfolio›$40.0K
Indiana Trust & Investment Management Co176
0.0% of portfolio›$39.1K
Barrett & Company, Inc.169
0.0% of portfolio›$37.6K
Reyes Financial Architecture, Inc.163
0.0% of portfolio›$36.2K
Rydar Equities, Inc.160
0.0% of portfolio›$36.1K
Advocate Investing Services LLC158
0.0% of portfolio›$35.1K
Roxbury Financial LLC157
0.0% of portfolio›$35.0K
Gables Capital Management Inc.154
0.0% of portfolio›$34.2K
Quest 10 Wealth Builders, Inc.153
0.0% of portfolio›$34.0K
Ares Financial Consulting, LLC151
0.0% of portfolio›$33.6K
Kings Path Partners LLC147
0.0% of portfolio›$32.7K
Wolff Wiese Magana LLC145
0.0% of portfolio›$32.2K
Concord Wealth Partners145
0.0% of portfolio›$32.2K
Financial Consulate, Inc143
0.0% of portfolio›$31.8K
Thurston, Springer, Miller, Herd & Titak, Inc.140
0.1% of portfolio›$31.1K
Hurley Capital, LLC139
0.0% of portfolio›$31.1K
Essential Partners LLC135
0.0% of portfolio›$30.0K
Birchwood Financial Partners, Inc.129
0.0% of portfolio›$28.6K
Sawyer & Company, Inc128
0.0% of portfolio›$28.4K
Mcdonald Partners LLC127
0.0% of portfolio›$28.2K
Dhjj Financial Advisors, Ltd.122
0.0% of portfolio›$27.1K
Entrust Financial LLC119
0.0% of portfolio›$26.3K
Bay Harbor Wealth Management, LLC117
0.0% of portfolio›$26.0K
Decker Retirement Planning Inc.116
0.0% of portfolio›$25.8K
Financial Management Professionals, Inc.89
0.0% of portfolio›$19.8K
Compass Wealth Management LLC87
0.0% of portfolio›$19.3K
Alpine Bank Wealth Management84
0.0% of portfolio›$18.7K
Ameliora Wealth Management Ltd.82
0.0% of portfolio›$18.2K
Valley National Advisers Inc82
0.0% of portfolio›$18.2K
Sfam, LLC80
0.0% of portfolio›$17.8K
Godsey & Gibb, Inc77
0.0% of portfolio›$17.1K
Holos Integrated Wealth LLC77
0.0% of portfolio›$17.3K
Transce3nd, LLC76
0.0% of portfolio›$17.2K
MTM Investment Management, LLC75
0.0% of portfolio›$16.7K
Duncker Streett & Co Inc72
0.0% of portfolio›$16.0K
NorthAvenue LLC64
0.0% of portfolio›$14.1K
Smallwood Wealth Investment Management, LLC60
0.0% of portfolio›$13.3K
Cassaday & Co Wealth Management LLC59
0.0% of portfolio›$13.1K
Brown, Lisle Ings, Inc.58
0.0% of portfolio›$12.9K
Oakworth Capital, Inc.56
0.0% of portfolio›$12.4K
Versant Capital Management, Inc54
0.0% of portfolio›$12.0K
First Pacific Financial53
0.0% of portfolio›$11.8K
Pathway Financial Advisers, LLC51
0.0% of portfolio›$11.4K
Main Street Group, LTD50
0.0% of portfolio›$11.1K
Atlantic Edge Private Wealth Management, LLC50
0.0% of portfolio›$11.1K
Hilton Head Capital Partners, LLC46
0.0% of portfolio›$10.1K
Central Pacific Bank - Trust Division41
0.0% of portfolio›$9.1K
Redwood Park Advisors LLC40
0.0% of portfolio›$8.9K
Networth Advisors, LLC37
0.0% of portfolio›$8.3K
United Financial Planning Group LLC35
0.0% of portfolio›$7.8K
Y.D. More Investments Ltd32
0.0% of portfolio›$7.0K
Elyxium Wealth, LLC32
0.0% of portfolio›$7.2K
Wilkerson Advisory Group LLC29
0.0% of portfolio›$6.4K
Montgomery Financial Services LLC26
0.0% of portfolio›$5.8K
Gilpin Wealth Management, LLC25
0.0% of portfolio›$5.6K
Prudent Man Investment Management, Inc.24
0.0% of portfolio›$5.3K
Townsend Asset Management Corp21
0.0% of portfolio›$4.7K
Foster Dykema Cabot & Partners, LLC20
0.0% of portfolio›$4.4K
First Bancorp, Inc19
0.0% of portfolio›$4.2K
Fairman Group, LLC19
0.0% of portfolio›$4.2K
Fairscale Capital, LLC17
0.0% of portfolio›$3.8K
McCarley & Cook Financial Planners17
0.0% of portfolio›$3.8K
Grove Bank & Trust14
0.0% of portfolio›$3.1K
Atwood & Palmer Inc14
0.0% of portfolio›$3.1K
Register Financial Advisors LLC14
0.0% of portfolio›$3.1K
Salomon & Ludwin, LLC12
0.0% of portfolio›$2.7K
Elevation Wealth Partners, LLC12
0.0% of portfolio›$2.6K
Financial Perspectives, Inc7
0.0% of portfolio›$1.6K
IMG Wealth Management, Inc.6
0.0% of portfolio›$1.3K
High Point Wealth Management, LLC4
0.0% of portfolio›$889
Rachor Investment Advisory Services, LLC2
0.0% of portfolio›$448
TD Private Client Wealth LLC0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Facet Wealth, Inc.
3,776,190$839.2M10.6%IndexVery LowWest Palm Beach, FL2026-11-04
Blue Trust, Inc.
2,894,963$643.4M6.8%ETFLowBrentwood, TN2026-10-15
Keybank National Association
2,209,143$491.0M1.6%CoreLowBrooklyn, OH2026-11-04
Orgel Wealth Management, LLC
2,195,000$487.8M9.2%ETFMediumAltoona, WI2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
1,809,936$402.2M5.4%GrowthVery LowSeattle, WA2026-10-27
Connecticut Wealth Management, LLC
961,819$213.8M7.8%ETFLowFarmington, CT2026-10-13
Commonwealth Equity Services, LLC
895,355$199.0M0.3%ETFLowWaltham, MA2026-11-02
Foster Group, Inc.
779,766$173.3M4.7%ETFVery LowUrbandale, IA2026-10-13
D.A. Davidson & Co.
632,935$140.7M0.8%CoreLowGreat Falls, MT2026-10-28
Kestra Investment Management, LLC
625,852$139.1M2.6%ETFMediumAustin, TX2026-11-04
Unison Advisors LLC
614,844$136.6M9.6%ETFVery LowProvidence, RI2026-10-29
Sage Mountain Advisors LLC
578,212$128.5M7.6%ETFLowAtlanta, GA2026-11-02
Kestra Advisory Services, LLC
525,112$116.7M0.3%CoreLowAustin, TX2026-11-02
SAX Wealth Advisors, LLC
512,973$114.0M3.3%ETFVery LowParsippany, NJ2026-10-13
Howard Financial Services, Ltd.
486,269$108.1M11.3%ETFLowDallas, TX2026-10-15
Prime Capital Investment Advisors, LLC
433,372$96.3M0.9%ETFLowOverland Park, KS2026-10-20
Pinnacle Associates LTD
426,816$94.9M1.1%CoreLowNew York, NY2026-10-20
Valence8 US LP
424,074$94.2M33.3%ETFLowCambridge, MA2026-11-03
State of Michigan Retirement System
407,149$90.5M0.4%IndexLowEast Lansing, MI2026-10-27
Sachem Hill LLC
338,112$75.1M13.2%ETFVery LowDenver, CO2026-10-14
Cambridge Investment Research Advisors, Inc.
323,110$71.8K0.0%ETFLowFairfield, IA2026-11-02
True Link Financial Advisors, LLC
322,958$71.8M4.1%ETFLowSan Francisco, CA2026-10-27
Obermeyer Wealth Partners
317,743$70.6M2.8%GrowthLowAspen, CO2026-10-21
Landaas & Co
317,236$70.5M11.6%ETFVery LowMilwaukee, WI2026-10-29
Pinnacle Wealth Management Advisory Group, LLC
284,852$63.3M3.7%GrowthLowRed Bank, NJ2026-10-23
Baron Wealth Management LLC
280,937$62.4M16.1%CoreLowTroy, MI2026-10-27
Kathmere Capital Management, LLC
271,298$60.3M2.9%ETFLowWayne, PA2026-10-20
Wilmington Savings Fund Society, FSB
258,151$57.4M1.3%CoreLowWilmington, DE2026-10-23
Aspen Wealth Management LLC
256,465$57.0M9.1%ETFLowFort Worth, TX2026-10-14
Cliftonlarsonallen Wealth Advisors, LLC
256,011$56.9M0.7%ETFLowMinneapolis, MN2026-10-14
Wealth Enhancement Advisory Services, LLC
250,753$56.7M0.1%CoreLowPlymouth, MN2026-10-13
Catalyst Capital Advisors LLC
248,182$55.2M0.9%ETFVery LowSan Juan, PR2026-11-02
Apollon Wealth Management, LLC
225,352$50.1M0.6%GrowthLowMount Pleasant, SC2026-10-23
Creative Planning
224,996$50.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Park Avenue Securities LLC
222,436$49.4K0.0%ETFMediumNew York, NY2026-10-26
Wealth Group Ltd
213,386$47.9M8.9%ETFLowEden Prairie, MN2026-10-07
MCF Advisors LLC
206,596$45.9M1.6%ETFLowLexington, KY2026-10-28
1900 Wealth Management LLC
184,135$40.9M2.2%ETFLowSan Antonio, TX2026-10-13
AlphaCore Capital LLC
183,561$40.8M0.7%ETFLowLa Jolla, CA2026-11-04
Symmetry Partners, LLC
177,734$39.5M2.0%ETFLowGlastonbury, CT2026-10-27
Sowell Financial Services LLC
177,697$39.5M1.3%CoreLowNorth Little Rock, AR2026-10-23
Parallel Advisors, LLC
173,301$38.5M0.5%IndexLowSan Francisco, CA2026-11-03
Armbruster Capital Management, Inc.
173,054$38.5M5.8%ETFVery LowPittsford, NY2026-10-19
Capital Advisors, Ltd. LLC
164,907$36.6K0.0%ETFLowShaker Heights, OH2026-10-27
Elevation Point Wealth Partners, LLC
162,664$36.2M0.6%CoreHighDenver, CO2026-11-05
Lineweaver Wealth Advisors, LLC
159,420$35.4M4.1%ETFLowValley View, OH2026-10-13
ARS Wealth Advisors Group, LLC
155,082$34.5M2.5%CoreLowSt. Petersburg, FL2026-10-16
Lido Advisors, LLC
154,493$34.3M0.1%GrowthLowLos Angeles, CA2026-11-04
Heck Capital Advisors, LLC
139,917$31.1M1.7%ETFMediumRhinelander, WI2026-10-14
Farther Finance Advisors, LLC
136,832$30.4M0.2%IndexLowSan Francisco, CA2026-10-08
GW Henssler & Associates LTD
133,269$29.6M1.3%CoreMediumKennesaw, GA2026-10-26
RVW Wealth, LLC
131,123$29.1M1.9%ETFVery LowLos Angeles, CA2026-10-06
Aventus Investment Advisors, Inc.
127,975$28.4M20.8%ETFLowNaples, FL2026-10-09
Choreo, LLC
126,414$28.1M0.3%IndexLowRockford, IL2026-10-28
Bryn Mawr Trust Advisors, LLC
126,190$28.0M1.2%CoreLowPhiladelphia, PA2026-11-04
Tanglewood Wealth Management, Inc.
119,415$26.5M2.2%ETFMediumHouston, TX2026-10-23
Financial Partners Group, Inc
117,849$26.2M2.7%ETFLowOverland Park, KS2026-10-19
Client First Capital LLC
117,792$26.2M10.4%ETFMediumSan Diego, CA2026-10-22
Regatta Capital Group, LLC
113,989$25.3M3.2%ETFLowEl Segundo, CA2026-10-23
Strategic Point Investment Advisors, LLC
104,596$23.2M3.0%ETFVery LowProvidence, RI2026-10-29
Cardinal Strategic Wealth Guidance
101,123$22.5M5.1%ETFMediumLouisville, KY2026-11-02
HUB Investment Partners, LLC
98,827$22.0M0.4%GrowthLowAustin, TX2026-11-03
IFP Advisors, Inc
98,202$21.8M0.4%GrowthLowTampa, FL2026-10-16
AGF Management LTD
96,823$21.5M0.1%GrowthHighToronto, Australia2026-11-03
Weaver Consulting Group
95,655$21.3M4.1%ETFLowHuntington Beach, CA2026-10-07
Strategic Blueprint, LLC
91,939$20.4M1.0%ETFLowAtlanta, GA2026-10-22
Vise Technologies, Inc.
89,875$20.0M0.2%IndexLowNew York, NY2026-10-29
Center for Financial Planning, Inc.
89,048$19.8M1.8%ETFLowSouthfied, MI2026-10-26
Ashton Thomas Private Wealth, LLC
86,163$19.1M0.4%CoreMediumScottsdale, AZ2026-11-03
Fort Washington Investment Advisors Inc
85,801$19.1M0.1%CoreLowCincinnati, OH2026-10-15
Mirae Asset Global Investments Co., Ltd.
83,616$18.6M0.0%GrowthLowSeoul, Malaysia2026-11-03
Trinity Wealth Management, LLC
82,228$18.3M5.8%ETFMediumBerwyn, PA2026-10-13
Kraft, Davis & Associates, LLC
76,977$17.4M3.7%ETFMediumSt. Louis, MO2026-10-21
Journey Advisory Group, LLC
76,884$17.1M1.3%CoreMediumCovington, KY2026-11-04
Advus Financial Partners, LLC
76,172$16.9M4.8%ETFLowWinter Park, FL2026-10-20
Well Done, LLC
75,731$16.8M2.3%ETFLowHolland, MI2026-10-20
Apella Capital, LLC
74,298$16.8M0.2%ETFVery LowWest Hartford, CT2026-10-08
Clear Wave Wealth Management LLC
73,185$16.3M2.8%ETFN/ARed Bank, NJ2026-11-04
Bell Investment Advisors, Inc
72,709$16.2M2.4%ETFVery LowOrinda, CA2026-10-29
Motive Wealth Advisors
72,707$16.2M6.5%ETFVery LowBirmingham, MI2026-10-26
Sharkey, Howes & Javer
72,168$16.0M1.9%ETFMediumDenver, CO2026-10-22
Sagespring Wealth Partners, LLC
71,447$15.9M0.2%ETFLowFranklin, TN2026-10-22
Fragasso Financial Advisors Inc
70,835$16.1M0.8%ETFLowSewickley, PA2026-10-13
Kestra Private Wealth Services, LLC
69,524$15.5M0.2%GrowthLowAustin, TX2026-10-30
Garrett Wealth Advisory Group, LLC
63,990$14.2M2.2%ETFVery LowWeatherford, TX2026-10-22
Element Pointe Advisors, LLC
62,701$13.9M2.0%ETFLowMiami, FL2026-10-21
ARQ Wealth Advisors, LLC
62,459$13.9M1.7%ETFLowScottsdale, AZ2026-10-29
TME Financial, Inc.
61,723$13.7M8.4%ETFMediumHuntington Beach, CA2026-10-14
GSG Advisors LLC
59,700$13.3M2.8%ETFVery LowMount Laurel, NJ2026-11-03
Concurrent Investment Advisors, LLC
59,150$13.1M0.1%GrowthMediumTampa, FL2026-10-16
Brookstone Capital Management
58,419$13.0M0.1%ETFMediumWheaton, IL2026-10-22
Sovran Advisors, LLC
57,874$13.0M0.9%ETFMediumSan Diego, CA2026-11-02
Asset Advisors Investment Management, LLC
57,599$12.8M1.1%CoreLowAugusta, GA2026-10-19
Tennessee Valley Asset Management Partners
56,805$12.6M1.4%ETFLowKnoxville, TN2026-11-03
Perigon Wealth Management, LLC
56,330$12.5M0.2%GrowthLowSan Francisco, CA2026-10-22
Capital Investment Advisory Services, LLC
56,070$12.5M0.8%CoreMediumRaleigh, NC2026-10-30
ERn Financial, LLC
56,013$12.4M2.0%ETFVery LowMiddleton, WI2026-10-28
Forthright Family Wealth Advisory LLC
55,553$12.3M7.0%ETFHighHouston, TX2026-11-03
Hughes Financial Services, LLC
55,305$12.4M1.6%ETFLowHerndon, VA2026-10-30
Trilogy Capital Inc.
55,123$12.3M0.5%ETFMediumIrvine, CA2026-10-20
Diversify Wealth Management, LLC
54,834$12.4M0.2%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
54,834$12.4M0.2%GrowthLowSandy, UT2026-10-20
Wealthcare Advisory Partners LLC
54,278$12.1M0.2%ETFLowWest Chester, PA2026-10-21
Intelligence Driven Advisers, LLC
54,073$12.0M2.1%ETFLowCarlsbad, CA2026-10-09
Balentine LLC
53,482$11.9M0.4%ETFLowAtlanta, GA2026-11-03
Montecito Bank & Trust
53,154$11.8M1.8%GrowthVery LowSanta Barbara, CA2026-10-01
Focus Financial Network, Inc.
52,889$11.8M0.4%ETFLowMinneapolis, MN2026-10-14
River's Edge Wealth Management, LLC
52,505$11.8M9.9%ETFVery LowBeaver, PA2026-10-19
Atria Investments, Inc
51,650$11.5M0.1%CoreMediumCharlotte, NC2026-10-15
Scissortail Wealth Management, LLC
51,155$11.4M2.1%ETFLowTulsa, OK2026-11-03
Forte Asset Management LLC
50,470$11.2M4.5%ETFLowBedford, NY2026-10-13
Csenge Advisory Group
49,185$10.9M0.4%ETFMediumClearwater, FL2026-11-04
Client 1ST Advisory Group, LLC
48,946$10.9M2.8%ETFVery LowDunedin, FL2026-10-19
BOS Asset Management, LLC
48,940$10.9M2.5%ETFLowSpringfield, IL2026-10-09
Wealth Quarterback LLC
48,871$10.9M3.3%ETFMediumToms River, NJ2026-10-20
Sculati Wealth Management, LLC
48,735$11.1M3.6%CoreLowBloomfield Hills, MI2026-10-19
Financial Life Advisors
47,897$10.6M3.0%ETFLowSan Antonio, TX2026-10-14
Jmac Enterprises LLC
47,872$10.6M1.8%ETFVery LowNewtown, PA2026-10-30
Keeler & Nadler Financial Planning & Wealth Management
47,646$10.6M2.9%ETFLowDublin, OH2026-10-28
Shepherd Financial Partners LLC
46,282$10.3M0.8%ETFLowWinchester, MA2026-11-03
Symphony Financial, Ltd. Co.
45,552$10.2M0.9%GrowthLowHouston, TX2026-10-22
SteelPeak Wealth, LLC
45,525$10.1M0.2%GrowthHighWoodland Hills, CA2026-10-16
Geneva Partners, LLC
44,564$9.9M3.0%MomentumHighLake Geneva, WI2026-10-26
West Wealth Group, LLC
43,965$9.8M1.5%ETFMediumIrvine, CA2026-10-14
Ullmann Wealth Partners Group, LLC
43,183$9.6M0.9%ETFLowJacksonville Beach, FL2026-11-02
Sigma Planning Corp
43,095$9.6M0.2%GrowthMediumAnn Arbor, MI2026-10-23
MGO One Seven LLC
42,397$9.4M0.2%GrowthLowBeachwood, OH2026-10-28
Financial Enhancement Group LLC
42,330$9.6M1.1%ETFMediumAnderson, IN2026-10-08
Stonehearth Capital Management, LLC
42,170$9.4M3.2%ETFMediumDanvers, MA2026-10-13
Capital Investment Advisors, LLC
41,618$9.2M0.1%CoreLowAtlanta, GA2026-10-22
Assetmark, Inc
41,409$9.2M0.0%ETFLowConcord, CA2026-10-21
Beacon Advisors Holdings, LLC
41,151$9.1M4.4%ETFVery LowAustin, TX2026-10-27
Truist Financial Corp
40,899$9.1M0.0%CoreLowCharlotte, NC2026-10-30
Capital Advantage, Inc.
40,806$9.1M1.1%ETFMediumWalnut Creek, CA2026-10-14
Syntax Research, Inc.
40,577$9.0M6.5%ETFMediumBoca Raton, FL2026-11-04
Leslie Global Wealth, LLC
40,385$9.0M3.3%ETFLowItasca, IL2026-10-26
Three Magnolias Financial Advisors, LLC
40,305$9.0M5.4%ETFLowWinston-Salem, NC2026-10-14
Pettinga Financial Advisors LLC
39,522$8.8M1.5%ETFMediumEvansville, IN2026-10-13
CoreCap Advisors, LLC
39,508$8.8M0.3%ETFMediumSouthfield, MI2026-10-08
Leicht Financial Planning & Wealth Management, Inc.
39,179$8.7M3.6%ETFLowParsippany, NJ2026-11-03
Peddock Capital Advisors, LLC
38,924$8.7M1.7%GrowthLowBraintree, MA2026-10-16
Cypress Wealth Services, LLC
38,468$8.7M1.0%ETFLowPalm Desert, CA2026-10-21
Independent Financial Group, LLC
37,773$8.4M0.2%GrowthLowSan Diego, CA2026-10-13
Skyline Advisors, Inc.
37,118$8.2M2.6%ETFMediumBellingham, WA2026-11-03
Founders Financial Securities LLC
36,358$8.1M0.4%ETFMediumTowson, MD2026-10-28
Marino, Stram & Associates LLC
35,170$7.8M1.2%ETFVery LowBraintree, MA2026-10-22
Green Ridge Wealth Planning LLC
35,130$7.8M3.1%ETFMediumMontville, NJ2026-10-08
Beacon Financial Planning, Inc
34,321$7.6M2.6%ETFVery LowHyannis, MA2026-11-04
Detalus Advisors, LLC
34,039$7.6M1.5%ETFLowSt. Louis, MO2026-10-15
Stillwater Wealth Management Group
33,964$7.5M4.0%GrowthMediumJuno Beach, FL2026-10-21
Bestgate Wealth Advisors, LLC
33,702$7.5M4.7%ETFLowFrederick, MD2026-10-13
Shum Financial Group, Inc.
33,185$7.4M4.2%GrowthVery LowAlameda, CA2026-10-13
Formidable Asset Management, LLC
33,184$7.3M1.1%CoreLowCincinnati, OH2026-11-03
Cora Capital Advisors LLC
32,145$7.1M1.9%ETFLowMarlton, NJ2026-11-02
Etesian Wealth Advisors, Inc.
31,745$7.1M2.1%ETFLowWest Linn, OR2026-10-27
Prospera Financial Services Inc
31,697$7.1M0.1%CoreMediumDallas, TX2026-11-04
Spire Wealth Management
31,654$7.0M0.2%GrowthMediumMclean, VA2026-10-30
Flywheel Private Wealth LLC
31,071$6.9M3.4%ETFVery LowLos Altos, CA2026-11-02
Premier Path Wealth Partners, LLC
31,047$6.9M0.8%GrowthMediumMadison, NJ2026-10-16
Bison Wealth, LLC
30,904$7.0M0.6%GrowthMediumAtlanta, GA2026-10-13
Golden State Wealth Management, LLC
30,381$6.8M0.6%ETFMediumSanta Ana, CA2026-11-02
Ascentis Independent Advisors
30,377$6.8M0.4%ETFLowDallas, TX2026-11-03
Yoder Wealth Management, Inc.
30,307$6.7M2.5%ETFLowWalnut Creek, CA2026-10-13
Horst & Graben Wealth Management LLC
29,991$6.7M0.9%ETFMediumPortland, OR2026-11-02
Elevated Financial Group LLC
29,714$6.6M1.8%ETFMediumIndianapolis, IN2026-10-16
Old National Bancorp
29,587$6.6M0.1%CoreLowEvansville, IN2026-10-20
Breakwater Capital Group
29,547$6.6M0.8%ETFLowParamus, NJ2026-10-09
Legacy Advisory Services, LLC
29,292$6.5M4.7%ETFMediumExton, PA2026-10-20
Inscription Capital, LLC
29,233$6.5M0.7%GARPMediumHouston, TX2026-11-02
Ironsides Asset Advisors, LLC
29,111$6.5M1.6%ETFVery LowRocky Mount, NC2026-10-20
Summa Corp.
28,850$6.4M1.3%Agg GrowthLowThe Woodlands, TX2026-10-30
Forteris Wealth Management Inc.
28,647$6.4M5.3%ETFVery LowArmonk, NY2026-10-13
Apollon Financial, LLC
27,965$6.2M0.7%ETFVery LowMount Pleasant, SC2026-10-23
Trust Co
27,850$6.2M0.5%ETFVery LowManhattan, KS2026-10-09
CGN Advisors LLC
27,483$6.1M0.5%ETFLowManhattan, KS2026-10-21
Paller Financial Services Inc
27,456$6.1M4.7%ETFMediumCentennial, CO2026-10-13
Titleist Asset Management, LLC
27,200$6.0M0.4%ETFLowSan Antonio, TX2026-10-08
BIP Wealth, LLC
26,605$5.9M0.2%ETFMediumAtlanta, GA2026-10-22
StrongBox Wealth, LLC
26,216$5.8M1.6%GrowthLowLee'S Summit, MO2026-11-02
Stanich Group LLC
26,209$5.8M2.8%ETFVery LowMontauk, NY2026-10-16
CFS Investment Advisory Services, LLC
26,178$5.9M0.4%ETFMediumTotowa, NJ2026-10-19
Trek Financial, LLC
25,697$5.7M0.3%ETFHighScottsdale, AZ2026-10-29
Schear Investment Advisers, LLC
25,673$5.7M0.7%Agg GrowthMediumCincinnati, OH2026-10-14
Tempo Wealth, LLC
25,673$5.7M0.7%Agg GrowthLowIndependence, OH2026-10-14
Meitav Investment House LTD
25,543$5.7M0.0%ETFMediumBene-Beraq, Luxembourg2026-10-28
First Citizens Financial Corp
25,077$5.6M2.3%ETFLowMason City, IA2026-10-02
HMV Wealth Advisors, LLC
24,695$5.5M2.1%ETFVery LowShreveport, LA2026-10-27
Flagship Harbor Advisors, LLC
24,571$5.5M0.2%ETFMediumBoston, MA2026-10-26
William John Sempolinski
24,541$5.5M2.1%MomentumLowEaston, MA2026-10-20
TSA Wealth Managment LLC
24,209$5.4M1.5%ETFMediumHouston, TX2026-10-22
Lincoln Capital Corp
23,996$5.3M1.7%ETFMediumEast Greenwich, RI2026-10-13
Ascent Group, LLC
23,602$5.2M0.2%CoreLowVirginia Beach, VA2026-10-30
Aries Wealth Management
23,584$5.2M1.0%CoreVery LowPortland, ME2026-10-23
Security Financial Services, Inc.
23,194$5.2M0.7%ETFMediumFort Wayne, IN2026-10-29
Annex Advisory Services, LLC
22,885$5.1M0.1%GrowthHighBrookfield, WI2026-10-16
Omni 360 Wealth, Inc.
22,844$5.1M2.3%ETFLowPlainsboro, NJ2026-10-13
Hudson Oak Wealth Advisory LLC
22,613$5.0M3.9%ETFVery LowHoboken, NJ2026-10-16
TCI Wealth Advisors, Inc.
22,165$4.9M0.2%ETFLowTucson, AZ2026-10-30
Hoese & Co LLP
22,060$4.9M3.2%ETFLowGlencoe, MN2026-10-21
Sherman Wealth Management LLC
21,573$4.8M3.4%ETFLowGaithersburg, MD2026-10-16
Avestar Capital, LLC
20,730$4.6M0.4%GrowthLowNew York, NY2026-10-28
Raab & Moskowitz Asset Management LLC
20,597$4.6M0.9%CoreLowChatham, NJ2026-11-02
Maia Wealth LLC
20,373$4.5M0.6%ETFMediumDenver, CO2026-10-19
Claro Advisors Inc.
20,301$4.5M0.4%CoreLowBoston, MA2026-11-02
Woodmont Investment Counsel LLC
20,077$4.5M0.2%GARPVery LowNashville, TN2026-10-29
Fluent Financial, LLC
19,764$4.4M1.5%ETFVery HighDallas, TX2026-10-13
Carnegie Investment Counsel
19,645$4.4M0.1%CoreLowPepper Pike, OH2026-10-20
True Blue Financial, LLC
19,519$4.3M1.6%ETFLowStevensville, MI2026-10-15
Farrell Financial LLC
19,072$4.2M2.3%ETFVery LowOrchard Park, NY2026-10-16
Rose Capital Advisors LLC
19,013$4.2M1.0%ETFN/AMiami Beach, FL2026-11-04
Market Street Wealth Management Advisors LLC
18,914$4.2M0.6%ETFMediumIndianapolis, IN2026-10-09
Brighton Jones LLC
18,763$4.2M0.1%CoreVery LowSeattle, WA2026-11-03
Simon Quick Advisors, LLC
18,674$4.2M0.2%ETFLowMorristown, NJ2026-10-26
JB Capital LLC
18,617$4.1M0.1%ETFMediumWethersfield, CT2026-10-19
RFG Advisory, LLC
18,266$4.1M0.1%ETFMediumBirmingham, AL2026-11-03
Clear Creek Financial Management, LLC
18,112$4.0M0.3%ETFMediumSilverdale, WA2026-10-28
HB Wealth Management, LLC
18,075$4.0M0.0%IndexVery LowAtlanta, GA2026-10-23
Mayfair Advisory Group, LLC
18,068$4.0M1.2%ETFLowBirmingham, AL2026-10-20
Macroview Investment Management LLC
17,979$4.0M2.4%ETFLowBethesda, MD2026-10-26
Crestwood Advisors Group, LLC
17,967$4.0M0.1%GrowthLowBoston, MA2026-10-27
SimpliFi, Inc.
17,891$4.0M1.6%ETFMediumSan Diego, CA2026-10-28
Chicago Partners Investment Group LLC
17,591$3.9M0.1%GARPLowChicago, IL2026-10-27
Buttonwood Financial Group, LLC
17,534$4.0M2.0%ETFMediumKansas City, MO2026-10-16
OpenArc Corporate Advisory, LLC
17,497$3.9M0.0%GrowthLowAtlanta, GA2026-10-21
Davenport & Co LLC
17,432$3.9M0.0%CoreMediumRichmond, VA2026-10-14
Worth Financial Advisory Group, LLC
17,402$3.9M1.6%GrowthVery LowCharlotte, NC2026-10-19
TD Waterhouse Canada Inc.
17,145$3.8M0.0%CoreLowToronto, Australia2026-10-16
Robinson Smith Wealth Advisors LLC
16,518$3.7M2.2%ETFLowSouth Portland, ME2026-10-22
Triumph Capital Management
16,459$3.7M0.6%ETFMediumDenver, CO2026-10-14
Integrity Alliance, Llc.
16,349$3.6M0.1%ETFMediumUrbandale, IA2026-10-29
Beacon Financial Advisory LLC
15,950$3.5M0.7%ETFLowCleveland, OH2026-10-16
Global Wealth Strategies & Associates
15,796$3.5M0.6%ETFLowDenver, CO2026-10-02
YHB Investment Advisors, Inc.
15,791$3.5M0.2%GrowthLowWest Hartford, CT2026-10-08
Crescent Grove Advisors, LLC
15,710$3.5M0.3%ETFLowLake Forest, IL2026-10-21
Private Trust Co NA
15,592$3.5M0.3%CoreLowCleveland, OH2026-10-20
Ehrlich Financial Group
15,413$3.4M1.8%ETFHighLaguna Niguel, CA2026-10-20
Keystone Wealth Services, LLC
15,357$3.4M0.6%ETFHighPalm Desert, CA2026-11-03
Mission Wealth Management, LP
15,300$3.4M0.1%ETFLowSanta Barbara, CA2026-10-15
Acorn Wealth Advisors, LLC
15,259$3.4M0.8%ETFLowGrand Blanc, MI2026-10-19
Provident Investment Management, Inc.
15,176$3.4M0.3%CoreMediumNovi, MI2026-10-23
Integrity Advisory Solutions, LLC
15,143$3.4M0.4%ETFMediumDallas, TX2026-10-29
ADG Wealth Management Group, LLC
14,976$3.3M2.1%ETFVery LowMetairie, LA2026-10-23
Ridgeline Wealth, LLC
14,922$3.4M1.9%ETFVery LowMesa, AZ2026-10-14
Wedbush Securities Inc
14,876$3.3K0.0%CoreLowPasadena, CA2026-10-22
Watershed Private Wealth LLC
14,716$3.3M0.9%ETFMediumOak Brook, IL2026-10-30
Eastern Bank
14,573$3.2M0.0%GrowthMediumBoston, MA2026-10-05
Verus Capital Partners, LLC
14,095$3.1M0.2%GrowthLowScottsdale, AZ2026-11-03
Verdence Capital Advisors LLC
13,919$3.1M0.1%CoreMediumHunt Valley, MD2026-10-26
Cornerstone Wealth Management, LLC
13,831$3.1M0.1%ETFVery LowSt. Peters, MO2026-11-04
Davidson Kahn Capital Management, LLC
13,581$3.0M1.2%GrowthLowSherman Oaks, CA2026-10-26
Physician Wealth Advisors, Inc.
13,500$3.0M0.3%ETFMediumMidvale, UT2026-10-20
Thrive Wealth Management, LLC
13,397$3.0M0.4%ETFVery LowAudubon, PA2026-10-13
Interchange Capital Partners, LLC
13,269$2.9M0.5%GrowthLowPittsburgh, PA2026-10-28
Bernardo Wealth Planning LLC
12,978$2.9M0.2%ETFVery LowHarleysville, PA2026-10-23
Beacon Financial Group
12,873$2.9M0.3%ETFMediumDallas, TX2026-10-19
Ellis Investment Partners, LLC
12,845$2.9M0.4%ETFLowBerwyn, PA2026-10-21
Almanack Investment Partners, Llc.
12,841$2.9M0.3%ETFMediumNewtown Square, PA2026-11-03
WBH Advisory Inc
12,727$2.8M0.2%ETFLowBaltimore, MD2026-11-05
LiftPoint Family Wealth Advisors LLC
12,719$2.8M1.9%ETFMediumFar Hills, NJ2026-11-03
Oasis Advisors, LLC
12,575$2.8M1.2%ETFMediumForest City, IA2026-10-16
WT Wealth Management
12,518$2.8M0.8%ETFMediumScottsdale, AZ2026-10-13
VestGen Advisors, LLC
12,445$2.8M0.1%GrowthMediumChicago, IL2026-10-27
Avidian Wealth Enterprises, LLC
12,444$2.8M0.1%ETFLowHouston, TX2026-10-08
McKinley Carter Wealth Services, Inc.
12,403$2.8M0.1%ETFMediumWheeling, WV2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
12,381$2.8M0.1%ETFMediumWestlake, OH2026-10-14
Centurion Wealth Management LLC
12,251$2.7M0.7%ETFMediumMclean, VA2026-10-13
Axxcess Wealth Management, LLC
12,107$2.7M0.1%CoreLowCarlsbad, CA2026-10-21
BigSur Wealth Management LLC
12,000$2.7M0.6%GrowthLowMiami, FL2026-10-13
Crown Wealth Group, LLC
11,939$2.7M0.7%ETFMediumCharlotte, NC2026-10-19
TFC Financial Management, Inc.
11,881$2.6M0.3%ETFVery LowBoston, MA2026-10-26
Archer Investment Management, LLC
11,848$2.6M0.8%ETFHighAustin, TX2026-10-13
Insight Inv LLC
11,797$2.6M1.2%CoreVery LowEl Segundo, CA2026-10-27
One Advisory Partners, LLC
11,578$2.6M0.7%ETFMediumOverland Park, KS2026-10-22
EverSource Wealth Advisors, LLC
11,577$2.6M0.1%CoreMediumBirmingham, AL2026-11-04
Planning Strategies Inc.
11,574$2.6M1.5%ETFN/ALancaster, PA2026-10-02
Patten & Patten Inc
11,507$2.6M0.1%CoreLowChattanooga, TN2026-10-26
Greenleaf Trust
11,453$2.5M0.0%CoreLowKalamazoo, MI2026-10-29
Blake Schutter Theil Wealth Advisors, LLC
11,447$2.5M1.7%ETFLowDayton, OH2026-11-02
CGC Financial Services, LLC
11,438$2.5M0.6%ETFLowLake Oswego, OR2026-10-13
AWM Capital, LLC
11,378$2.5M0.2%ETFLowPhoenix, AZ2026-10-16
Firethorn Wealth Partners, LLC
11,244$2.5M0.8%ETFLowAugusta, GA2026-10-14
Quadrant Private Wealth Management, LLC
11,151$2.5M0.3%GrowthLowCenter Valley, PA2026-11-04
Henshaw Capital LLC
11,000$2.4M0.1%GrowthVery LowWoburn, MA2026-11-03
Lantz Financial LLC
10,978$2.4M0.4%ETFLowNaperville, IL2026-10-15
Burton Enright Welch
10,937$2.4M0.3%ETFVery LowWalnut Creek, CA2026-11-04
Citigroup Inc
10,934$2.4M0.0%CoreMediumNew York, NY2026-11-04
RMR Capital Management, LLC
10,920$2.4M1.7%ValueVery LowTustin, CA2026-10-23
Providence First Trust Co
10,910$2.4M0.8%ETFMediumScottsdale, AZ2026-11-02
Delta Wealth Advisors LLC
10,854$2.4M1.7%ETFMediumIndianapolis, IN2026-10-09
B. Riley Wealth Advisors, Inc.
10,700$2.4M0.1%GrowthLowMemphis, TN2026-10-13
Polaris Investment Advisors, LLC
10,633$2.4M1.5%ETFMediumFramingham, MA2026-10-20
Alterna Wealth Management, Inc
10,583$2.4M1.3%ETFMediumHouston, TX2026-10-27
Victory Financial Group, LLC
10,578$2.4M0.2%ETFLowAustin, TX2026-10-27
Kelly Financial Services LLC
10,568$2.3M0.5%ETFMediumBraintree, MA2026-10-20
Robertson Stephens Wealth Management, LLC
10,540$2.3M0.1%ETFMediumSan Francisco, CA2026-10-16
Tranquility Partners, LLC
10,510$2.3M0.8%CoreLowBrentwood, TN2026-10-20
Blue Zone Wealth Advisors, LLC
10,474$2.3M0.4%MomentumLowLos Angeles, CA2026-10-19
Cynosure Group, LLC
10,449$2.3M0.3%ETFMediumSalt Lake City, UT2026-11-03
Boyum Wealth Architects LLC
10,357$2.3M0.9%ETFLowBloomington, MN2026-10-06
GC Wealth Management RIA, LLC
10,335$2.3M0.1%GrowthMediumCambridge, MA2026-11-02
Advisory Solutions Group, LLC
10,287$2.3M0.5%ETFN/APlymouth, MN2026-10-14
Uptick Partners, LLC
10,231$2.3M0.3%ETFLowNacogdoches, TX2026-11-04
Triad Wealth Partners, LLC
10,195$2.3M0.1%ETFMediumLawrence, KS2026-10-26
Level Financial Advisors
10,185$2.3M0.5%ETFLowEast Amherst, NY2026-10-13
Mainstream Capital Management LLC
10,148$2.3M1.3%GrowthLowLos Angeles, CA2026-10-23
Shore Point Advisors, LLC
10,129$2.3M0.7%ETFLowBrielle, NJ2026-10-14
Gryphon Financial Partners LLC
10,114$2.2M0.2%IndexLowColumbus, OH2026-11-04
Asempa Wealth Advisors
10,061$2.2M1.7%ETFLowBaton Rouge, LA2026-10-07
Diversified Enterprises, LLC
10,037$2.2M0.1%ETFVery LowWilmington, DE2026-10-19
PFG Advisors
9,989$2.2M0.1%ETFMediumPhoenix, AZ2026-10-16
Evergreen Capital Management LLC
9,888$2.2M0.0%GARPMediumBellevue, WA2026-10-23
KFG LLC
9,882$2.2M1.5%ETFN/ARapid City, SD2026-11-02
Bailard, Inc.
9,789$2.2M0.0%GrowthMediumFoster City, CA2026-10-13
Northland Securities, Inc.
9,732$2.2M1.3%ETFLowMinneapolis, MN2026-11-02
Goldstein Advisors, LLC
9,653$2.1M0.2%ETFMediumMadison, WI2026-10-15
Fulton Bank, N.A.
9,419$2.1M0.1%CoreLowLancaster, PA2026-10-14
Midwest Heritage Bank, FSB
9,386$2.1M0.6%ETFVery LowWest Des Moines, IA2026-10-26
Portus Wealth Advisors, LLC
9,347$2.1M1.7%ETFLowCharlotte, NC2026-10-13
Abel Hall, LLC
9,294$2.1M0.4%CoreMediumBaton Rouge, LA2026-10-19
Selby Wealth Management, LLC
9,177$2.0M0.7%ETFVery LowEmeryville, CA2026-10-16
Braun-Bostich & Associates Inc.
9,121$2.0M1.2%ETFMediumCanonsburg, PA2026-10-20
ShoreHaven Wealth Partners, LLC
9,118$2.0M0.6%ETFMediumRed Bank, NJ2026-10-16
Integrity Wealth Partners, LLC
8,907$2.0M1.5%ETFN/AWalnut Creek, CA2026-10-14
WJ Wealth Management, LLC
8,893$2.0M0.8%ETFMediumGlendale, AZ2026-11-03
Kingswood Wealth Advisors, LLC
8,878$2.0M0.1%GrowthLowSan Diego, CA2026-10-23
Retirement Planning Group, LLC
8,745$1.9M0.0%ETFVery LowLeawood, KS2026-10-19
KCM Investment Advisors LLC
8,728$1.9M0.1%CoreVery LowGreenbrae, CA2026-10-27
Fifth Third Securities, Inc.
8,614$1.9M0.1%ETFLowCincinnati, OH2026-10-21
Signal Advisors Wealth, LLC
8,580$1.9M0.1%ETFLowDetroit, MI2026-10-13
Total Clarity Wealth Management, Inc.
8,516$1.9M0.4%ETFMediumSt. Charles, IL2026-10-26
Brandywine OAK Private Wealth LLC
8,410$1.9M0.1%ETFVery LowKennett Square, PA2026-10-23
USAdvisors Wealth Management, LLC
8,313$1.8K0.0%ETFLowEden Prairie, MN2026-10-21
WealthPlan Investment Management, LLC
8,252$1.8M0.1%GrowthMediumOmaha, NE2026-10-15
Smart Wealth LLC
8,231$1.8M0.4%ETFHighOmaha, NE2026-11-04
Mattern Wealth Management LLC
8,200$1.8M0.3%ETFVery LowLawrence, KS2026-11-04
Global Financial Private Client, LLC
8,159$1.8M0.5%GrowthLowSarasota, FL2026-10-15
Farmers & Merchants Investments Inc
8,034$1.8M0.0%CoreVery LowLincoln, NE2026-10-22
Johnson Bixby & Associates, LLC
8,028$1.8M0.2%ETFMediumVancouver, WA2026-10-14
Lifelong Wealth Advisors, Inc.
7,938$1.8M0.4%ETFLowArden Hills, MN2026-10-19
Soltis Investment Advisors LLC
7,921$1.8M0.1%CoreMediumSt. George, UT2026-10-28
Vision Capital Management, Inc.
7,875$1.8M0.2%CoreVery LowPortland, OR2026-10-20
Colton Groome Financial Advisors, LLC
7,807$1.7M0.4%ETFLowAsheville, NC2026-10-06
Gen-Wealth Partners Inc
7,788$1.7M0.5%CoreLowZeeland, MI2026-11-04
Silverlake Wealth Management LLC
7,768$1.7M0.3%ETFLowWilliston, VT2026-10-21
Trademark Financial Management, LLC
7,736$1.7M0.7%ETFMediumBloomington, MN2026-10-23
Rubicon Advisors, GP
7,673$1.7M1.2%GrowthMediumRedding, CA2026-10-23
Allen Capital Group, LLC
7,612$1.7M0.1%CoreLowGrand Island, NE2026-10-27
Mather Group, Llc.
7,602$1.7M0.0%ETFMediumChicago, IL2026-10-14
Midwest Capital Advisors, LLC
7,558$1.7M0.6%ETFHighGrand Rapids, MI2026-11-04
ASL Financial, LLC
7,556$1.7M1.1%ETFVery LowLos Gatos, CA2026-10-15
Lionsbridge Wealth Management LLC
7,551$1.7M1.9%ETFMediumJacksonville Beach, FL2026-10-26
Wesbanco Bank Inc
7,414$1.6M0.1%CoreLowWheeling, WV2026-11-04
Tctc Holdings, LLC
7,335$1.6M0.0%ValueVery LowDallas, TX2026-11-02
Lpwm LLC
7,321$1.6M0.4%ETFMediumMinneapolis, MN2026-10-20
MBE Wealth Management, LLC
7,223$1.6M0.6%ETFVery LowTomah, WI2026-10-26
Ackerman Capital Advisors, LLC
7,217$1.6M0.3%ETFLowDallas, TX2026-10-30
Foundry Financial Group, Inc.
7,211$1.6M0.7%ETFLowLaconia, NH2026-10-28
Apeiron RIA LLC
7,152$1.6M0.4%ETFMediumDallas, TX2026-10-08
Arsenal Capital Advisors LLC
7,150$1.6M0.9%GrowthLowConshohocken, PA2026-11-02
Elevate Capital Advisors, LLC
7,120$1.6M0.9%ValueHighEagle, CO2026-11-02
Goelzer Investment Management, Inc.
7,107$1.6M0.1%GrowthLowCarmel, IN2026-10-16
Financial Insights, Inc.
6,987$1.6M0.4%ETFLowTacoma, WA2026-10-27
Hamilton Point Investment Advisors, LLC
6,937$1.5M0.2%CoreLowChapel Hill, NC2026-11-03
Retirement Wealth Solutions LLC
6,929$1.5M0.8%ETFLowMarshfield, WI2026-10-07
Investors Research Corp
6,884$1.5M0.3%ETFLowAtlanta, GA2026-10-07
First Heartland Consultants, Inc.
6,854$1.5M0.1%ETFMediumLake St. Louis, MO2026-10-08
MLG Wealth Management DBA Pine Grove Financial Group
6,769$1.5M0.1%ETFMediumWoodbury, MN2026-10-13
SeaCrest Wealth Management, LLC
6,769$1.5M0.2%GrowthLowPurchase, NY2026-10-21
LexAurum Advisors, LLC
6,757$1.5M0.2%ETFLowOverland Park, KS2026-10-19
First International Bank of Israel Ltd.
6,754$1.5M0.6%ETFMediumTel Aviv, Luxembourg2026-11-04
M Holdings Securities, Inc.
6,696$1.5M0.6%ETFHighPortland, OR2026-11-03
Balance Wealth Partners LLC
6,692$1.5M0.4%ETFMediumWorthington, OH2026-10-27
Fairvoy Private Wealth, LLC
6,661$1.5M0.3%GrowthMediumBirmingham, AL2026-10-19
Insight Wealth Strategies, LLC
6,637$1.5M0.1%ETFHighSan Ramon, CA2026-10-09
Opulen Financial Group LLC
6,591$1.5M0.9%ETFVery LowArlington, VA2026-10-22
Dynamic Advisor Solutions LLC
6,565$1.5M0.0%ETFLowPhoenix, AZ2026-10-13
Meridian Investment Counsel Inc.
6,522$1.4M0.3%GARPLowLafayette, CA2026-10-14
Rainier Family Wealth Inc
6,455$1.4M0.7%GrowthLowTacoma, WA2026-11-02
Glenview Trust Co
6,444$1.4M0.0%GrowthVery LowLouisville, KY2026-10-28
Stone House Investment Management, LLC
6,428$1.4M0.2%ETFMediumTunkhannock, PA2026-10-23
Syntegra Private Wealth Group, LLC
6,426$1.4M0.1%ETFLowChesterfield, MO2026-10-13
Exchange Bank
6,343$1.4M0.9%CoreLowSanta Rosa, CA2026-10-07
Avalon Capital Management
6,316$1.4M0.3%GrowthMediumMenlo Park, CA2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
6,279$1.4M0.0%IndexVery LowTokyo, Mexico2026-10-20
Galvin, Gaustad & Stein, LLC
6,189$1.4M0.1%CoreMediumScottsdale, AZ2026-10-08
Yankcom Partnership
6,141$1.4M0.5%CoreVery LowYankton, SD2026-10-15
Oppenheimer & Co Inc
6,128$1.4M0.0%CoreLowNew York, NY2026-10-26
Pines Wealth Management, LLC
6,122$1.4M0.4%GrowthLowSouthern Pines, NC2026-10-21
Accredited Investor Services, LLC
6,112$1.4M0.8%ETFVery LowSt. Cloud, MN2026-10-22
First Citizens Bank & Trust Co
6,100$1.4M0.0%CoreMediumRaleigh, NC2026-10-14
Partners Wealth Management, LLC
6,086$1.4M0.1%CoreLowCarmel By The Sea, CA2026-10-28
Calamos Wealth Management LLC
6,073$1.3M0.0%GrowthMediumNaperville, IL2026-11-02
Parsons Capital Management Inc
5,991$1.3M0.1%CoreLowProvidence, RI2026-10-28
Quadcap Wealth Management, LLC
5,929$1.3M0.1%ETFLowFrisco, TX2026-11-02
Visionary Wealth Advisors
5,852$1.3M0.1%ETFLowO'Fallon, IL2026-11-04
Tarbox Family Office, Inc.
5,831$1.3M0.2%ETFVery LowNewport Beach, CA2026-10-23
Lake Street Private Wealth, LLC
5,800$1.3M0.1%GrowthLowChicago, IL2026-10-22
Raub Brock Capital Management LP
5,799$1.3M0.4%GrowthMediumLarkspur, CA2026-10-21
Wall Capital Group, Inc.
5,789$1.3M1.1%ETFHighPhoenix, AZ2026-10-14
One Wealth Capital Management, LLC
5,759$1.3M0.5%GrowthMediumScottsdale, AZ2026-10-23
Cahaba Wealth Management, Inc.
5,752$1.3M0.1%ETFVery LowAtlanta, GA2026-10-26
Meridian Financial Partners LLC
5,636$1.3M0.4%GrowthLowWarrenton, VA2026-10-23
Soundwatch Capital LLC
5,607$1.3M0.1%ETFVery LowDallas, TX2026-11-04
Trust Co of Toledo NA
5,602$1.2M0.1%GrowthVery LowHolland, OH2026-10-16
Ipsen Advisor Group LLC
5,527$1.2M0.8%ETFLowLittle Rock, AR2026-10-29
Moulton Wealth Management, Inc
5,492$1.2M0.8%ETFVery HighSpokane, WA2026-10-13
Compass Ion Advisors, LLC
5,455$1.2M0.1%ETFVery LowConshohocken, PA2026-10-23
First Financial Bank - Trust Division
5,450$1.2M0.1%CoreLowHamilton, OH2026-10-01
First National Trust Co
5,390$1.2M0.0%GrowthLowJohnstown, PA2026-10-28
Clark Asset Management, LLC
5,332$1.2M0.1%ETFVery LowStratham, NH2026-10-19
Destiny Wealth Partners, LLC
5,274$1.2M0.1%ETFMediumTavares, FL2026-11-05
Cardinal Point Capital Management ULC
5,267$1.2M0.1%ValueLowToronto, Australia2026-10-21
Kellett Wealth Advisors, LLC
5,263$1.2M0.4%ETFMediumCincinnati, OH2026-10-15
Noble Wealth Management PBC
5,231$1.2M0.5%YieldMediumGreenwood Village, CO2026-10-01
Cyndeo Wealth Partners, LLC
5,217$1.2M0.1%CoreMediumSt. Petersburg, FL2026-10-16
Owl Creek Wealth Partners LLC
5,205$1.2M0.3%IndexLowGreenwood Village, CO2026-10-20
Bank Julius Baer & Co. Ltd, Zurich
5,191$1.2M0.0%GrowthMediumZurich, Switzerland2026-10-29
Vavra Capital Management, LLC
5,189$1.2M1.0%ETFLowCollegeville, PA2026-10-14
Abundance Wealth Counselors
5,178$1.2M0.2%GrowthLowState College, PA2026-10-26
Aprio Wealth Management, LLC
5,164$1.1M0.1%ETFMediumAtlanta, GA2026-10-28
First American Bank
5,163$1.1M0.1%GrowthVery LowDundee, IL2026-10-27
Accredited Investors Inc.
5,137$1.1M0.0%ETFLowEdina, MN2026-11-03
Ashton Thomas Securities, LLC
5,119$1.1M0.1%ETFMediumRochester, NY2026-10-26
W Advisors, LLC
5,116$1.1M0.5%CoreLowGermantown, TN2026-11-02
Patriot Financial Group Insurance Agency, LLC
5,098$1.1M0.1%GrowthLowWalpole, MA2026-10-14
Elevated Capital Advisors, LLC
5,091$1.1M0.4%ETFMediumSandy, UT2026-11-04
Matauro, LLC
5,079$1.1M0.1%ETFLowNew York, NY2026-11-03
Caliber Wealth Management, LLC / KS
5,012$1.1M0.1%ETFLowOverland Park, KS2026-11-04
Ergawealth Advisors, Inc.
4,990$1.1M0.4%ETFMediumOak Brook, IL2026-10-21
Riverchase Wealth Management, LLC
4,964$1.1M0.5%ETFMediumFlower Mound, TX2026-10-28
Harbor Investment Advisory, LLC
4,941$1.1M0.1%GrowthLowLutherville, MD2026-10-13
Cornerstone Planning Group LLC
4,937$1.1M0.1%ETFMediumFairfield, NJ2026-10-16
Evolution Wealth Management Inc.
4,915$1.1M0.6%ETFMediumFort Myers, FL2026-10-28
White Lighthouse Investment Management Inc.
4,915$1.1M0.1%ETFVery LowBedford, MA2026-10-21
MFA Wealth Services
4,895$1.1M0.6%ETFLowThousand Oaks, CA2026-10-14
SWP Financial LLC
4,891$1.1M0.5%ETFMediumEncinitas, CA2026-10-23
Altus Wealth Group LLC
4,882$1.1M0.4%ETFLowColorado Springs, CO2026-10-20
Wolff Financial Management LLC
4,826$1.1M0.2%ETFVery LowKalamazoo, MI2026-10-23
Washington Trust Co
4,815$1.1M0.0%GrowthVery LowWesterly, RI2026-10-22
Altfest L J & Co Inc
4,785$1.1M0.1%ETFHighNew York, NY2026-10-27
International Assets Investment Management, LLC
4,755$1.1M0.1%CoreVery HighOrlando, FL2026-11-02
Principal Financial Group Inc
4,701$1.0M0.0%CoreLowDes Moines, IA2026-11-02
RHS Financial, LLC
4,699$1.0M0.4%ETFMediumSan Francisco, CA2026-10-13
Sweeney & Michel, LLC
4,694$1.0M0.3%ETFVery LowChico, CA2026-10-16
Signature Estate & Investment Advisors LLC
4,693$1.0M0.0%ETFMediumLos Angeles, CA2026-10-13
Crusonia Wealth Advisors LLC
4,664$1.0M0.2%ETFVery LowDenver, CO2026-10-26
Indivisible Partners
4,662$1.0M0.0%GrowthMediumClearwater, FL2026-10-26
Wells Financial Advisors Inc
4,655$1.0M9.6%ETFVery LowFramingham, MA2026-11-02
Kelly Financial Group LLC
4,590$1.0M0.2%ETFLowWethersfield, CT2026-10-16
Whalen Wealth Management Inc.
4,580$1.0M0.4%GrowthHighLas Vegas, NV2026-10-08
Root Financial Partners, LLC
4,566$1.0M0.0%ETFMediumEncinitas, CA2026-10-21
Hengehold Capital Management LLC
4,561$1.0M0.1%ETFLowCincinnati, OH2026-10-16
McAdam, LLC
4,558$1.0M0.0%ETFLowPhiladelphia, PA2026-10-21
Simplicity Wealth,LLC
4,532$1.0M0.0%ETFLowSummit, NJ2026-10-23
Stackstone Wealth, LLC
4,515$1.0M0.1%CoreN/ADubuque, IA2026-10-19
HCR Wealth Advisors
4,506$1.0M0.1%GrowthLowLos Angeles, CA2026-10-15
Wealth Dimensions Group, Ltd.
4,497$999.4K0.2%ETFLowCincinnati, OH2026-11-02
Americana Partners, LLC
4,453$989.5K0.0%CoreMediumHouston, TX2026-10-28
Trace Wealth Advisors, LLC
4,434$985.4K0.7%ETFVery LowLos Angeles, CA2026-10-30
Novem Group
4,432$985.1K0.1%ETFMediumRochester, NY2026-10-19
Moneywise, Inc.
4,400$977.8K0.9%ETFMediumForest, VA2026-10-30
Pearl Planning LLC
4,356$968.1K0.4%ETFLowDexter, MI2026-10-13
Gibbs Wealth Management
4,356$968.0K0.1%CoreLowAlpharetta, GA2026-10-22
Lebenthal Global Advisors, LLC
4,345$965.7K0.1%ETFMediumHauppauge, NY2026-10-28
Family Wealth Partners, LLC
4,340$964.4K0.3%ETFLowMatthews, NC2026-10-20
Mattern Capital Management, LLC
4,335$963.4K0.1%CoreMediumLakewood, CO2026-11-02
Avior Wealth Management, LLC
4,299$955.5K0.0%ETFMediumOmaha, NE2026-10-13
Aspiriant, LLC
4,215$936.9K0.0%ETFVery LowLos Angeles, CA2026-10-16
United Advisor Group, LLC
4,186$930.4K0.1%ETFLowCincinnati, OH2026-11-03
A4 Wealth Advisors LLC
4,148$921.9K0.6%ETFHighHuntersville, NC2026-10-20
Cherry Tree Wealth Management, LLC
4,124$916.5K0.2%ETFVery LowMinnetonka, MN2026-10-15
Jeter Robert S II
4,102$931.5K0.6%ETFVery LowBethany Beach, DE2026-10-16
Perryman Financial Advisory Inc
4,080$906.8K0.1%GrowthVery LowDallas, TX2026-10-16
New England Professional Planning Group Inc.
4,051$900.2K0.3%ETFVery LowWesterly, RI2026-10-29
Cullen T Bankers, Inc.
4,049$899.8K0.0%GrowthLowSan Antonio, TX2026-10-28
GK Wealth Management LLC
4,021$893.5K0.5%GARPVery HighReno, NV2026-10-09
Peak Wealth Management LLC
3,989$900.2K0.6%ETFMediumNashua, NH2026-10-26
Bedminster, LLC
3,967$881.6K0.7%ETFMediumBluffton, SC2026-11-04
Paulson Wealth Management Inc.
3,965$881.2K0.2%ETFLowWest Palm Beach, FL2026-11-02
15 Wealth Advisors LLC
3,941$876.6K0.2%ETFN/AMundelein, IL2026-10-14
Procyon Advisors, LLC
3,907$868.4K0.0%CoreVery LowShelton, CT2026-10-21
Amplius Wealth Advisors, LLC
3,883$863.0K0.1%ETFLowBlue Bell, PA2026-10-20
Tempus Wealth Planning, LLC
3,849$855.4K0.2%ETFMediumIrvine, CA2026-10-14
Sutton Place Investors LLC
3,847$855.0K0.4%ETFLowArmonk, NY2026-10-20
Valeo Financial Advisors, LLC
3,840$853.5K0.0%ETFLowCarmel, IN2026-10-08
Union Bancaire Privee, UBP SA
3,829$854.7K0.0%GrowthMediumGeneva 1, Switzerland2026-11-04
Ridgeline Wealth Planning, LLC
3,813$847.3K0.5%ETFLowCenterville, OH2026-10-29
PKS Advisory Services, LLC
3,803$834.3K0.1%ETFMediumAlbany, NY2026-10-26
Tred Avon Family Wealth, LLC
3,730$829.0K0.3%CoreLowEaston, MD2026-10-20
Firestone Capital Management
3,713$825.2K0.2%ETFVery LowSouth Miami, FL2026-11-03
Emprise Bank
3,705$823.4K0.3%ETFVery LowWichita, KS2026-10-07
Moss Adams Wealth Advisors LLC
3,702$822.7K0.1%ETFLowSeattle, WA2026-10-28
BridgePort Financial Solutions, LLC
3,679$817.7K0.2%ETFLowFairfield, IA2026-11-02
Wilkins Miller Wealth Management, LLC
3,675$816.8K0.5%ETFVery LowMobile, AL2026-10-13
Integrated Advisors Network LLC
3,643$809.6K0.0%GrowthMediumDallas, TX2026-10-20
JGP Wealth Management, LLC
3,636$808.0K0.1%CoreLowBend, OR2026-10-13
Signaturefd, LLC
3,626$805.9K0.0%IndexLowAtlanta, GA2026-10-23
Cooper Financial Group
3,622$804.9K0.1%GrowthMediumIrvine, CA2026-10-07
Fiduciary Alliance LLC
3,610$802.3K0.1%CoreMediumGreenville, SC2026-10-13
Ballast Rock Private Wealth LLC
3,591$798.1K0.4%ETFMediumCharleston, SC2026-10-26
Northside Capital Management, LLC
3,582$796.1K0.1%GARPLowHood River, OR2026-10-13
Boston Trust Walden Corp
3,569$793.2K0.0%CoreLowBoston, MA2026-10-30
Flagstar Securities, Inc
3,543$787.5K0.2%ETFVery LowNew York, NY2026-10-15
MKT Advisors LLC
3,525$797.1K0.3%ETFLowCarlsbad, CA2026-10-20
Latitude Advisors, LLC
3,517$781.7K0.2%ETFLowYorkville, IL2026-10-27
Blue Bell Private Wealth Management, LLC
3,511$780.3K0.1%YieldVery LowBlue Bell, PA2026-10-29
Creative Financial Designs Inc
3,491$775.8K0.0%ETFMediumKokomo, IN2026-11-04
Legacy Advisors, LLC
3,487$774.9K0.1%ETFLowPlymouth Meeting, PA2026-10-19
MBL Wealth, LLC
3,464$769.8K0.0%ETFLowCharlotte, NC2026-10-22
Midwest Trust Co
3,437$763.8K0.0%CoreLowOverland Park, KS2026-10-22
Zenith Solutions, Inc.
3,397$755.0K0.7%ETFN/APhiladelphia, PA2026-10-19
Y-Intercept (Hong Kong) Ltd
3,371$749.2K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Palatine Hill Wealth Management, LLC
3,366$748.1K0.5%ETFMediumBirmingham, MI2026-11-03
MRA Advisory Group
3,346$743.5K0.3%ETFMediumParsippany, NJ2026-10-07
Independence Bank of Kentucky
3,345$743.4K0.1%GrowthLowOwensboro, KY2026-10-26
Pinnacle Wealth Planning Services, Inc.
3,300$733.4K0.1%GARPLowMansfield, OH2026-10-27
Cassilly Financial Group LLC
3,259$724.2K0.5%ETFLowSeverna Park, MD2026-10-07
Ferguson Wellman Capital Management, Inc
3,244$720.9K0.0%CoreLowPortland, OR2026-10-05
Stableford Capital II LLC
3,216$714.7K0.2%CoreHighScottsdale, AZ2026-10-09
Davidson Trust Co
3,210$713.4K0.3%CoreLowSeattle, WA2026-10-09
Palisade Asset Management, LLC
3,210$713.4K0.1%CoreVery LowMinneapolis, MN2026-11-03
Sound Financial Strategies Group, LLC
3,178$706.3K0.5%ETFMediumMadison, MS2026-10-30
Bokf, NA
3,173$705.2K0.0%CoreLowTulsa, OK2026-10-27
AlphaStar Capital Management, LLC
3,166$703.6K0.0%ETFMediumCornelius, NC2026-10-16
Juncture Wealth Strategies, LLC
3,104$689.8K0.2%ETFLowScottsdale, AZ2026-10-06
Hutchens & Kramer Investment Management Group, LLC
3,018$670.7K0.2%ETFLowIndianapolis, IN2026-10-16
Oath Planning, LLC
3,006$668.1K0.4%ETFVery LowTulsa, OK2026-10-20
SYM Financial Corp
2,982$662.8K0.1%ETFVery LowWinona Lake, IN2026-10-26
Trust Co of Vermont
2,954$656.5K0.0%CoreVery LowBrattleboro, VT2026-10-21
Integral Investment Advisors, Inc.
2,950$655.6K0.1%ETFVery LowTurlock, CA2026-11-03
Citizens Financial Group Inc
2,947$654.9K0.0%GrowthLowProvidence, RI2026-10-23
Investment Research Partners LLC
2,946$654.7K0.2%CoreLowLemont, PA2026-10-19
Asset Allocation Strategies LLC
2,916$648.1K0.1%ETFMediumFarmington, MI2026-10-20
Accelerate Investment Advisors LLC
2,911$647.0K0.4%ETFLowAliso Viejo, CA2026-11-02
NWF Advisory Services Inc.
2,889$642.0K0.1%GARPLowLos Angeles, CA2026-10-19
D'Orazio & Associates, Inc.
2,874$638.8K0.1%ETFLowVienna, VA2026-11-04
Balefire, LLC
2,869$637.6K0.1%ETFMediumDallas, TX2026-10-09
Beaumont Financial Advisors, LLC
2,862$636.2K0.0%GrowthMediumNeedham, MA2026-10-22
First Financial Group Corp
2,839$631.1K0.5%ETFLowRaleigh, NC2026-10-22
Elevate Wealth Advisory, Inc
2,828$628.5K0.3%ETFVery LowAthens, GA2026-10-29
Kohmann Bosshard Financial Services, LLC
2,824$627.6K0.1%ETFLowFairlawn, OH2026-11-04
Capital Investment Counsel, LLC
2,785$618.9K0.1%CoreLowDenver, CO2026-10-14
Curry Webb Wealth Management LLC
2,763$606.3K0.3%ETFLowIndianapolis, IN2026-10-22
StoneX Group Inc.
2,749$611.0K0.0%ETFMediumNew York, NY2026-11-03
Johnson Financial Group, LLC
2,746$610.5K0.0%ETFLowDenver, CO2026-11-03
Wedmont Private Capital
2,735$618.5K0.0%IndexVery LowWest Chester, PA2026-10-09
Abound Wealth Management
2,730$606.8K0.1%ETFVery LowFranklin, TN2026-10-26
Krilogy Financial LLC
2,714$618.0K0.0%GrowthLowSt. Louis, MO2026-10-13
Pinion Investment Advisors, LLC
2,713$602.9K0.1%ETFLowWichita, KS2026-11-04
CWA Asset Management Group, LLC
2,678$595.2K0.0%CoreMediumNaples, FL2026-10-19
Avail Investment Partners, LLC
2,651$589.2K0.4%CoreMediumLemont, PA2026-10-16
Badgley Phelps Wealth Managers, LLC
2,644$587.6K0.0%GrowthVery LowSeattle, WA2026-10-22
46 Peaks LLC
2,622$582.7K0.4%ETFVery LowNewtown, PA2026-11-03
Wise Wealth Partners
2,616$581.5K1.1%ETFMediumPhoenix, AZ2026-10-14
Lantern Wealth Advisors, LLC
2,599$577.7K0.2%GrowthLowMelville, NY2026-10-22
4J Wealth Management LLC
2,588$575.2K0.3%ETFMediumMclean, VA2026-11-02
San Luis Wealth Advisors LLC
2,578$572.8K0.1%CoreMediumSan Luis Obispo, CA2026-10-27
RCS Financial Planning, LLC
2,568$570.8K0.3%ETFMediumAnnapolis, MD2026-10-14
Box Hill Private Wealth LLC
2,555$567.7K0.4%ETFLowScottsdale, AZ2026-10-05
Citizens National Bank Trust Department
2,540$564.5K0.1%CoreVery LowMeridian, MS2026-11-04
NBT Bank, N.A.
2,529$562.0K0.0%CoreLowNorwich, NY2026-10-21
Frederick Financial Consultants, LLC
2,520$560.1K0.2%ETFVery LowFrederick, MD2026-10-29
KPP Advisory Services LLC
2,513$558.5K0.1%GrowthMediumLouisville, KY2026-10-26
Compass Wealth Management, LLC
2,508$557.4K0.2%ETFMediumAtlanta, GA2026-10-30
Factor Wealth Management LTD
2,508$557.4K0.1%ETFLowChicago, IL2026-10-08
Essential Investment Partners LLC
2,477$550.5K0.4%GrowthLowEnglewood, CO2026-10-27
L. Roy Papp & Associates, LLP
2,461$546.9K0.1%CoreVery LowPhoenix, AZ2026-10-21
FSM Wealth Advisors, LLC
2,452$556.8K0.1%ETFLowCleveland, OH2026-10-27
Sound Income Strategies, LLC
2,439$551.6K0.0%YieldMediumFt Lauderdale, FL2026-10-09
Asset Dedication, LLC
2,420$537.7K0.0%ETFLowSan Francisco, CA2026-11-03
Key FInancial Inc
2,409$535.4K0.1%ETFLowWest Chester, PA2026-11-02
Forvis Mazars Wealth Advisors, LLC
2,408$535.1K0.0%ETFVery LowSpringfield, MO2026-10-13
Integrated Wealth Management
2,374$527.5K0.5%ETFHighUniontown, OH2026-10-19
BNB Wealth Management, LLC
2,371$527.0K0.3%ETFMediumSilver Spring, MD2026-10-28
Harbor Asset Planning, Inc.
2,369$526.5K0.4%ETFVery LowBelmont, MA2026-10-23
R2 Capital Strategies, LLC
2,365$525.6K0.2%ETFN/ALincoln, NE2026-10-15
Turtle Creek Wealth Advisors, LLC
2,364$525.4K0.0%GrowthLowDallas, TX2026-10-15
AMG Asset Management Group, Inc.
2,350$522.3K0.3%GrowthLowCartersville, GA2026-10-21
Portfolio Resources Advisor Group, Inc.
2,335$518.9K0.4%ETFMediumCoral Gables, FL2026-10-20
Tcfg Investment Advisors, LLC
2,331$518.5K0.2%GrowthMediumLaguna Niguel, CA2026-10-20
JFS Wealth Advisors, LLC
2,328$517.3K0.0%ETFVery LowHermitage, PA2026-11-03
Sensible Money, LLC
2,315$514.5K0.1%ETFVery LowScottsdale, AZ2026-10-20
Capital Wealth Alliance, LLC
2,312$513.8K0.2%CoreLowScottsdale, AZ2026-10-20
CogentBlue Wealth Advisors, LLC
2,306$512.5K0.5%ETFLowKnoxville, TN2026-10-09
Busey Bank
2,293$509.6K0.0%GrowthVery LowUrbana, IL2026-10-26
Heritage Family Offices, LLP
2,290$508.8K0.2%GrowthHighScottsdale, AZ2026-11-02
Kaufman Rossin Wealth, LLC
2,271$504.7K0.2%ETFLowMiami, FL2026-10-19
CapWealth Advisors, LLC
2,270$504.5K0.0%CoreLowFranklin, TN2026-10-05
Mosley Wealth Management
2,254$511.1K0.1%ETFHighAnaheim, CA2026-10-16
Unify Financial Advisors
2,249$499.8K0.5%ETFMediumClearwater, FL2026-11-03
Atlas Brown,Inc.
2,243$498.5K0.1%GrowthLowLouisville, KY2026-10-09
Gemmer Asset Management LLC
2,242$498.3K0.0%ETFLowWalnut Creek, CA2026-10-16
Embree Financial Group
2,225$494.4K0.0%ETFLowChicago, IL2026-10-22
Richard P Slaughter Associates Inc
2,221$493.6K0.1%ETFMediumAustin, TX2026-10-13
Grimes & Co Wealth Management, LLC
2,215$492.3K0.0%CoreLowWestborough, MA2026-10-29
Foster Victor Wealth Advisors, LLC
2,215$498.9K0.0%CoreMediumGreenville, SC2026-10-21
Kennedy Investment Group, Inc.
2,210$491.3K0.2%GrowthLowWest Deptford, NJ2026-10-21
Grey Ledge Advisors, LLC
2,189$486.5K0.1%CoreLowGuilford, CT2026-11-02
Lodestone Wealth Management LLC
2,187$486.0K0.2%CoreLowSpokane, WA2026-10-14
Milestone Asset Management Group, LLC
2,157$479.4K0.2%ETFVery LowAvon, CT2026-10-20
Morton Capital Management LLC
2,147$477.2K0.1%ETFVery LowCalabasas, CA2026-10-23
Leading Edge Financial Planning LLC
2,146$477.0K0.1%ETFLowKnoxville, TN2026-10-23
XY Planning Network, Inc.
2,143$476.3K0.1%ETFLowBozeman, MT2026-10-14
Ledyard National Bank
2,125$472.3K0.0%CoreLowHanover, NH2026-10-21
Klingman & Associates, LLC
2,114$469.8K0.0%ETFVery LowNew York, NY2026-10-20
Argentarii, LLC
2,113$469.6K0.1%GrowthLowCincinnati, OH2026-10-28
Sterling Investment Counsel, LLC
2,109$468.7K0.1%GrowthLowBuffalo, NY2026-10-19
Intrua Financial, LLC
2,097$466.0K0.0%ETFMediumHouston, TX2026-10-28
Cornerstone Wealth Group, LLC
2,083$462.8K0.0%CoreMediumHuntersville, NC2026-11-02
Riverbend Wealth Management, LLC
2,082$462.8K0.2%GrowthLowMyrtle Beach, SC2026-10-15
Glass Jacobson Investment Advisors llc
2,071$460.2K0.1%ETFLowOwings Mills, MD2026-10-26
Frankly Finances, LLC
2,062$458.3K0.4%ETFVery LowWinter Park, FL2026-10-28
Town Capital LLC
2,040$453.4K0.3%ETFHighBel Air, MD2026-11-03
MSH Capital Advisors LLC
2,032$451.7K0.1%CoreLowScottsdale, AZ2026-11-03
Koshinski Asset Management, Inc.
2,026$450.3K0.0%ETFLowDecatur, IL2026-10-29
Winebrenner Capital Management LLC
2,022$449.4K0.3%ETFLowLouisville, KY2026-10-07
Investment Planning Advisors, Inc.
2,021$449.2K0.1%ETFMediumCumming, GA2026-10-14
Apex Wealth Management, LLC
2,011$446.9K0.3%ETFMediumBedford, NH2026-10-20
Guerra PAN Advisors, LLC
1,993$448.9K0.3%GrowthVery LowMontclair, NJ2026-10-26
Atwater Malick LLC
1,979$439.8K0.1%CoreLowLancaster, PA2026-10-15
LifeGoal Investments, LLC
1,971$438.0K0.1%ETFLowSaratoga Springs, NY2026-10-09
American National Bank & Trust
1,958$435.1K0.0%CoreVery LowWichita Falls, TX2026-10-07
BCU Wealth Advisors, LLC
1,957$434.8K0.1%ETFLowVernon Hills, IL2026-10-16
Eiger Wealth Management, LLC
1,944$432.1K9.4%N/AN/ASan Diego, CA2026-11-03
Garde Capital, Inc.
1,930$428.9K0.0%ETFLowSeattle, WA2026-10-29
Lee Financial Co
1,928$428.6K0.1%ETFVery LowDallas, TX2026-10-16
Gilliland Jeter Wealth Management LLC
1,923$427.3K0.1%GrowthVery LowLittle Rock, AR2026-10-28
CWS Financial Advisors, LLC
1,920$426.7K0.1%ETFVery LowKalamazoo, MI2026-10-16
Compagnie Lombard Odier SCmA
1,900$422.3K0.0%GrowthMedium1204 Geneva, Switzerland2026-11-04
Bullock Wealth Management Group
1,885$421.2K0.2%GrowthLowBloomington, IN2026-10-09
Adamsbrown Wealth Consultants LLC
1,879$417.6K0.1%ETFLowWichita, KS2026-10-20
Baker Tilly Wealth Management, LLC
1,871$415.7K0.1%GrowthLowMadison, WI2026-10-05
Magnus Financial Group LLC
1,870$415.7K0.0%ETFLowNew York, NY2026-10-21
Gamma Investing LLC
1,840$408.9K0.0%IndexVery LowFoster City, CA2026-10-08
Commonwealth Retirement Investments LLC
1,831$407.0K0.1%CoreMediumRichmond, VA2026-10-26
BAM Wealth Management, LLC
1,830$406.7K0.2%ETFHighLakewood, CO2026-10-15
MassMutual Private Wealth & Trust, FSB
1,824$405.4K0.0%CoreLowSpringfield, MA2026-10-05
Farnam Financial LLC
1,815$408.2K0.3%ETFLowPhoenix, AZ2026-10-21
Fortem Financial Group, LLC
1,813$402.9K0.1%GrowthLowPalm Desert, CA2026-10-20
Kendall Capital Management
1,800$400.0K0.1%GARPLowRockville, MD2026-10-23
Verum Partners LLC
1,788$397.4K0.1%ETFLowCharlotte, NC2026-10-21
Avion Wealth
1,787$397.0K0.5%ETFLowThe Woodlands, TX2026-11-04
Acima Private Wealth, LLC
1,782$396.0K0.1%ETFVery LowRichmond, VA2026-10-05
Stage Harbor Financial, LLC
1,778$395.1K0.2%ETFVery LowWestwood, MA2026-11-03
Commonwealth Financial Services, LLC
1,763$391.8K0.1%ETFMediumVienna, WV2026-10-20
Princeton Global Asset Management LLC
1,753$389.6K0.1%GrowthLowPrinceton, NJ2026-10-21
Curtis Advisory Group, LLC
1,752$389.4K0.1%ETFLowSanta Barbara, CA2026-10-28
HBW Advisory Services LLC
1,744$387.7K0.0%ETFMediumSimi Valley, CA2026-10-15
Adelphi Trust Co
1,730$384.5K0.3%GrowthLowSaint Petersburg, FL2026-10-05
Principle Wealth Partners LLC
1,729$384.3K0.0%CoreVery LowMadison, CT2026-11-02
CPA Asset Management Group, LLC
1,721$382.5K0.1%ETFMediumWest Palm Beach, FL2026-10-26
Beese Fulmer Investment Management, Inc.
1,703$378.6K0.0%CoreLowCanton, OH2026-10-23
Hobart Private Capital, LLC
1,700$377.8K0.1%ETFMediumCharlotte, NC2026-10-19
Smith Salley Wealth Management
1,689$375.4K0.0%GrowthLowGreensboro, NC2026-11-03
LVW Advisors, LLC
1,688$375.1K0.0%CoreMediumPittsford, NY2026-10-19
Salem Investment Counselors Inc
1,681$373.6K0.0%GrowthVery LowWinston-Salem, NC2026-10-13
Elevation Wealth Management LLC
1,680$373.3K0.3%Agg GrowthLowEden Prairie, MN2026-11-02
Sanchez Gaunt Capital Management, LLC
1,679$373.1K0.2%ETFN/AReno, NV2026-11-03
Accurate Wealth Management, LLC
1,679$381.3K0.0%CoreMediumWesley Chapel, FL2026-10-20
Solstein Capital, LLC
1,664$369.8K0.1%CoreLowMenlo Park, CA2026-11-02
Gerber Kawasaki Wealth & Investment Management
1,660$369.0K0.0%ETFLowSanta Monica, CA2026-10-29
Black Diamond Financial, LLC
1,658$368.5K0.0%ETFVery LowTowson, MD2026-10-26
Islay Capital Management, LLC
1,656$368.0K0.2%ETFMediumLubbock, TX2026-10-20
Arcadia Wealth Management, LLC
1,654$367.5K0.1%ETFLowManchester, NH2026-10-22
Diversified Portfolios, Inc.
1,645$365.6K0.0%ETFLowBloomfield Hills, MI2026-11-04
Cowa, LLC
1,637$363.8K0.1%ETFMediumTulsa, OK2026-10-30
Warren Street Wealth Advisors, LLC
1,635$363.5K0.1%ETFMediumIrvine, CA2026-11-04
Invested Advisors
1,635$363.4K0.3%CoreMediumState College, PA2026-10-23
Sima Wealth Partners, LLC
1,617$359.4K0.3%ETFVery LowRichmond, VA2026-10-19
Hobbs Wealth Management, LLC
1,615$358.9K0.3%ETFLowZionsville, IN2026-10-20
Revisor Wealth Management LLC
1,613$360.6K0.1%CoreLowAkron, OH2026-10-20
Euro Pacific Asset Management, LLC
1,608$357.4K0.0%GARPLowDorado, PR2026-11-03
RAM Investment Partners, LLC
1,602$356.0K0.1%ETFLowBellevue, WA2026-10-21
GFG Capital, LLC
1,593$354.1K0.1%GrowthMediumMiami, FL2026-10-16
Montag A & Associates Inc
1,586$352.4K0.0%CoreLowAtlanta, GA2026-10-29
Fortress Financial Group, LLC
1,583$351.8K0.2%ETFMediumRochester, MN2026-10-21
Beacon Wealthcare LLC
1,581$351.4K0.1%ETFVery LowRaleigh, NC2026-10-02
Cannon Financial Strategists, Inc.
1,580$351.1K0.0%ETFVery LowAthens, GA2026-10-19
LS Investment Advisors, LLC
1,580$351.1K0.0%CoreLowBloomfield Hills, MI2026-10-13
Hurlow Wealth Management Group, Inc.
1,579$350.9K0.1%ETFVery LowBloomington, IN2026-10-29
Walser Wealth Management Company, A Ltd Liability Co
1,567$348.3K0.1%GrowthHighTampa, FL2026-10-15
Sterling Financial Planning, Inc.
1,564$347.5K0.1%ETFVery LowSparta, NJ2026-10-28
Advisor OS, LLC
1,560$346.7K0.0%ETFMediumChicago, IL2026-11-03
Frank, Rimerman Advisors LLC
1,551$344.7K0.0%GrowthLowPalo Alto, CA2026-10-16
Aegis Wealth Management, Inc.
1,543$343.0K0.2%ETFMediumGuthrie Center, IA2026-10-26
Nixon Peabody Trust Co
1,534$340.9K0.0%GrowthLowBoston, MA2026-10-23
Post Resch Tallon Group Inc.
1,533$340.7K0.2%ETFLowPittsford, NY2026-10-09
Archford Capital Strategies, LLC
1,532$340.5K0.0%GrowthMediumSwansea, IL2026-10-19
Bluesphere Advisors LLC
1,529$339.8K0.1%ETFLowEast Norriton, PA2026-10-19
Venture Visionary Partners LLC
1,527$339.4K0.0%CoreLowSylvania, OH2026-10-07
Asset One Wealth Management LLC
1,514$336.5K0.0%GrowthLowBellevue, WA2026-11-02
Timonier Family Office, Ltd.
1,499$333.1K0.1%ETFVery LowWinston Salem, NC2026-11-03
Roger Wittlin Investment Advisory, LLC
1,495$332.3K0.3%ETFLowSan Francisco, CA2026-10-19
Oregon Pacific Wealth Management, LLC
1,486$330.2K0.3%ETFMediumMedford, OR2026-10-20
Vigilare Wealth Management
1,485$330.0K0.1%ETFHighScottsdale, AZ2026-10-29
SigFig Wealth Management, LLC
1,473$327.4K0.0%ETFLowSan Francisco, CA2026-10-07
Creekside Partners
1,473$327.4K0.1%ETFVery LowPetaluma, CA2026-11-04
Investment Partners, Ltd.
1,468$326.2K0.1%ETFVery LowNew Philadelphia, OH2026-10-29
Donor Advised Charitable Giving, Inc.
1,464$325.4K0.0%Agg GrowthVery LowLone Tree, CO2026-10-28
Modera Wealth Management, LLC
1,461$324.7K0.0%ETFVery LowWestwood, NJ2026-10-28
Pinnacle Wealth Management Group, Inc.
1,444$320.9K0.1%ETFMediumPlymouth, MI2026-10-15
Northwest Wealth Advisors, LLC
1,433$318.5K0.2%ETFVery LowBellingham, WA2026-11-02
Traphagen Investment Advisors LLC
1,404$312.1K0.0%ETFLowOradell, NJ2026-10-14
Westside Investment Management, Inc.
1,400$313.4K0.0%GrowthLowSanta Monica, CA2026-11-02
Plante Moran Financial Advisors, LLC
1,392$309.4K0.0%ETFVery LowSouthfield, MI2026-11-04
Summit Investment Advisory Services, LLC
1,383$307.4K0.1%ETFVery LowRoseville, MN2026-11-03
MBA Advisors LLC
1,367$303.8K0.1%ETFLowHermitage, PA2026-10-29
Traynor Capital Management, Inc.
1,361$302.5K0.0%GrowthLowMalvern, PA2026-10-29
Camden National Bank
1,357$301.6K0.0%CoreVery LowCamden, ME2026-11-02
Laurel OAK Wealth Management, LLC
1,343$298.5K0.0%GrowthLowMarlton, NJ2026-10-19
Ascent Wealth Partners, LLC
1,327$294.9K0.0%GrowthLowNew Hartford, NY2026-10-23
IPG Investment Advisors LLC
1,321$293.6K0.0%CoreMediumSan Diego, CA2026-10-30
CX Institutional
1,315$2920.0%CoreMediumAuburn, IN2026-10-02
Marin Bay Wealth Advisors, LLC
1,306$290.3K0.2%GrowthLowSan Anselmo, CA2026-10-28
Allegiance Financial Group Advisory Services LLC
1,301$289.1K0.0%ETFLowVienna, VA2026-11-02
Capital Asset Advisory Services LLC
1,301$292.3K0.0%ETFLowWilliamston, MI2026-10-30
Corundum Group, Inc.
1,300$288.9K0.1%CoreLowColorado Springs, CO2026-10-28
Leuthold Group, LLC
1,293$287.4K0.0%ValueMediumMinneapolis, MN2026-11-04
AdvisorNet Financial, Inc
1,289$291.1K0.0%ETFLowMinnetonka, MN2026-10-15
Intergy Private Wealth, LLC
1,284$285.4K0.1%ETFVery LowColorado Springs, CO2026-10-16
Ethic Inc.
1,281$284.7K0.0%CoreLowNew York, NY2026-11-03
PUREfi Wealth, LLC
1,277$283.8K0.1%GrowthMediumBoston, MA2026-10-19
Relyea Zuckerberg Hanson LLC
1,274$283.1K0.0%ETFLowStamford, CT2026-10-20
Winthrop Advisory Group LLC
1,272$282.6K0.0%ETFVery LowBoston, MA2026-10-22
Cove Private Wealth, LLC
1,265$281.1K0.0%GrowthLowOyster Bay Cove, NY2026-10-28
Two West Capital Advisors LLC
1,264$282.1K0.1%ETFLowOverland Park, KS2026-10-15
Waterway Wealth Management, LLC
1,260$280.1K0.1%ETFMediumThe Woodlands, TX2026-10-28
Entrewealth, LLC
1,256$279.1K0.1%ETFLowAustin, TX2026-10-14
apricus wealth, LLC
1,254$278.7K0.1%YieldMediumBeaufort, SC2026-10-26
WealthBridge Capital Management, LLC
1,248$277.4K0.1%ETFLowWesterville, OH2026-10-16
Hazlett, Burt & Watson, Inc.
1,243$193.1K0.1%CoreVery LowWheeling, WV2026-11-04
RMR Wealth Builders
1,235$274.5K0.0%ETFLowMontclair, NJ2026-10-22
Evermay Wealth Management LLC
1,223$271.8K0.0%ETFLowArlington, VA2026-11-05
Essex Bank
1,221$271.4K0.1%CoreLowEssex, CT2026-10-16
Layline Advisors, LLC
1,221$271.5K0.2%ETFLowRochester, NY2026-11-02
Northwest Financial Advisors
1,209$268.7K0.0%ETFLowHerndon, VA2026-10-27
Private Client Services, LLC
1,196$265.8K0.1%ETFMediumLouisville, KY2026-10-02
Idaho Trust Co
1,195$265.6K0.1%ETFLowBoise, ID2026-11-04
Marshall & Sterling Wealth Advisors Inc.
1,194$265.3K0.2%ETFMediumPoughkeepsie, NY2026-10-28
Center For Asset Management LLC
1,180$262.4K0.1%ETFMediumPalm Beach Gardens, FL2026-10-16
Horizon Wealth Management, LLC
1,176$261.4K0.0%ETFVery HighLa Grange, IL2026-11-02
KMG Fiduciary Partners, LLC
1,176$261.4K0.0%GrowthLowToledo, OH2026-10-14
Rosenberg Matthew Hamilton
1,170$260.0K0.0%ETFVery LowGrand Junction, CO2026-10-05
Activest Wealth Management
1,167$259.3K0.0%ETFLowAventura, FL2026-10-15
Bangor Savings Bank
1,164$258.7K0.0%ETFLowBangor, ME2026-10-06
Boyer Financial Services, Inc.
1,160$257.8K0.2%ETFLowNewport Beach, CA2026-10-23
Tortuga Wealth Management, Inc
1,154$257.8K0.2%CoreLowTorrance, CA2026-10-27
May Hill Capital, LLC
1,148$255.2K0.1%ETFLowCohasset, MA2026-11-03
Core Wealth Management, Inc.
1,143$254.0K0.1%ETFVery LowJupiter, FL2026-10-22
Sentinel Pension Advisors, LLC
1,138$253.0K0.0%ETFLowWakefield, MA2026-11-02
Maple Capital Management, Inc.
1,127$250.5K0.0%GrowthLowMontpelier, VT2026-11-02
Fifth Third Wealth Advisors LLC
1,099$244.2K0.0%IndexVery LowCincinnati, OH2026-10-22
Eagle Strategies LLC
1,096$243.5K0.0%ETFLowNew York, NY2026-10-16
Vista Investment Partners II, LLC
1,092$242.7K0.1%CoreMediumRichmond, IN2026-10-15
Certuity, LLC
1,087$241.7K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Carmel Capital Partners, LLC
1,085$241.1K0.1%ValueMediumSan Diego, CA2026-11-03
Global Trust Asset Management, LLC
1,065$236.7K0.1%GrowthMediumPalm Beach Gardens, FL2026-10-19
Lexington Hill Partners, LLC
1,060$235.5K0.1%ETFLowDallas, TX2026-10-13
Pacific Asset Management, LLC
1,052$233.8K0.1%ETFVery LowGig Harbor, WA2026-10-15
Atticus Wealth Management, LLC
1,050$233.4K0.1%ETFLowPalm Beach Gardens, FL2026-10-20
Presilium Private Wealth, LLC
1,050$233.4K0.0%ETFVery LowRadnor, PA2026-10-26
Baldwin Wealth Partners LLC
1,045$232.2K0.0%GrowthLowMarion, MA2026-10-13
Able Wealth Management LLC
1,044$235.9K0.1%ETFMediumToms River, NJ2026-10-13
Atlas Private Wealth Advisors
1,036$230.4K0.0%ETFLowRed Bank, NJ2026-10-23
PDS Planning, Inc
1,033$229.5K0.0%IndexVery LowDublin, OH2026-11-03
Beacon Capital Management, LLC
1,016$225.7K0.0%ETFMediumFranklin, TN2026-10-23
MeadowBrook Investment Advisors LLC
1,016$228.2K0.2%CoreLowLivonia, MI2026-10-29
Global Assets Advisory, LLC
1,013$228.7K0.1%GrowthHighOrlando, FL2026-10-28
Trust Point Inc.
1,001$222.5K0.0%CoreMediumLa Crosse, WI2026-10-27
Halbert Hargrove Global Advisors, LLC
1,001$222.5K0.0%ETFLowLong Beach, CA2026-10-16
Summit Wealth Group LLC / Co
1,001$222.5K0.0%ETFHighColorado Springs, CO2026-10-29
Western Pacific Wealth Management, LP
1,000$222.2K0.2%GrowthLowLake Forest, IL2026-10-16
ADE, LLC
1,000$222.2K0.1%ETFLowBaltimore, MD2026-10-29
Wealth Architects, LLC
999$222.0K0.0%ETFVery LowMountain View, CA2026-11-03
jvl associates llc
995$221.0K0.1%ETFLowWyoming, MI2026-10-09
Nordwand Advisors, LLC
990$220.0K0.0%CoreLowRadnor, PA2026-11-05
Downshift Financial, LLC
987$219.4K0.1%ETFLowBoulder, CO2026-10-13
Advanced Asset Management Advisors Inc
985$219.0K0.1%CoreVery LowDublin, OH2026-10-20
World Equity Group, Inc.
979$217.6K0.1%GrowthMediumSchaumburg, IL2026-10-14
Sapient Capital LLC
977$217.1K0.0%GrowthMediumIndianapolis, IN2026-10-08
Foronjy Financial LLC
976$216.9K0.1%ETFLowLos Osos, CA2026-10-14
Platform Technology Partners
973$216.2K0.0%CoreVery LowLocust Valley, NY2026-11-02
Sage Capital Advisors,llc
971$215.7K0.0%CoreLowSioux Falls, SD2026-10-13
Syverson Strege & Co
970$215.6K0.0%ETFVery LowWest Des Moines, IA2026-11-02
EPG Wealth Management LLC
961$213.6K0.0%GrowthLowAtlanta, GA2026-11-03
True Private Wealth Advisors
954$212.2K0.0%ETFMediumSalem, OR2026-10-19
Chicago Capital, LLC
935$207.8K0.0%GrowthLowChicago, IL2026-10-13
Northwest Wealth Management, LLC
908$201.8K0.0%ETFLowSpencer, IA2026-10-30
Caldwell Trust Co
908$201.8K0.0%GrowthLowVenice, FL2026-10-30
Team Financial Group, LLC
887$197.2K0.1%ETFLowTemecula, CA2026-10-30
Tompkins Financial Corp
854$189.8K0.0%CoreLowIthaca, NY2026-10-05
United Community Bank
837$186.0K0.1%CoreLowGreenville, SC2026-10-28
Clark Wealth Partners
830$184.5K0.1%ETFVery LowO'Fallon, IL2026-10-19
Lanark Financial, Inc.
806$179.1K0.0%CoreMediumBirmingham, AL2026-10-26
Signature Equity Partners, LLC
769$170.9K0.1%GrowthMediumColumbus, OH2026-10-29
Buck Wealth Strategies, LLC
768$170.7K0.0%ValueMediumDenver, CO2026-10-28
North Point Portfolio Managers Corp
762$169.3K0.0%GrowthLowOrange Village, OH2026-10-07
Jnba Financial Advisors
745$165.6K0.0%ETFMediumBloomington, MN2026-11-03
Pinnacle Bancorp, Inc.
745$165.6K0.0%CoreVery LowBeatrice, NE2026-10-21
Hickory Point Bank & Trust
737$163.8K0.1%CoreVery LowDecatur, IL2026-10-01
Pension & Wealth Management Advisors, Inc.
719$159.9K0.0%ETFLowWaltham, MA2026-10-16
Morling Financial Advisors, LLC
697$154.9K0.0%ETFLowFremont, CA2026-10-28
Community Financial Services Group, LLC
685$153.1K0.0%GrowthLowNewport, VT2026-10-15
Armstrong Advisory Group, Inc
671$149.1K0.0%ETFHighNeedham, MA2026-10-09
Bfsg, LLC
663$147.2K0.0%CoreLowIrvine, CA2026-10-30
Navigoe, LLC
634$140.0K0.1%ETFVery LowRedondo Beach, CA2026-11-04
SJS Investment Consulting Inc.
633$140.7K0.0%ETFVery LowSylvania, OH2026-10-26
RMG Wealth Management LLC
612$137.3K0.0%ETFVery HighPlatteville, WI2026-10-26
Ascentis Wealth Management, LLC
604$134.3K0.0%Agg GrowthLowDallas, TX2026-11-03
Union Savings Bank
583$129.6K0.1%CoreLowLitchfield, CT2026-10-14
Flagship Wealth Advisors, LLC
578$128.5K0.0%ETFLowWakefield, MA2026-11-03
Raleigh Capital Management Inc.
567$126.0K0.0%CoreMediumCary, NC2026-10-28
Acropolis Investment Management, LLC
550$122.2K0.0%ETFLowSt. Louis, MO2026-10-08
DecisionPoint Financial, LLC
538$120.2K0.0%ETFVery LowMesa, AZ2026-10-27
Signature Resources Capital Management, LLC
536$119.1K0.1%ETFLowNewport Beach, CA2026-10-16
Mascoma Wealth Management LLC
526$116.8K0.0%ETFVery LowHanover, NH2026-10-23
Realta Investment Advisors
500$111.1K0.0%GrowthMediumWilmington, DE2026-10-14
Capital Investment Counsel, Inc
491$109.1K0.0%GrowthVery LowRaleigh, NC2026-10-20
Nova Financial LLC
480$106.7K0.0%N/AN/ATucson, AZ2026-11-04
Edgemoor Investment Advisors, Inc.
477$106.0K0.0%CoreVery LowBethesda, MD2026-11-03
Reap Financial Group, LLC
468$104.0K0.0%ETFLowAustin, TX2026-11-02
Angeles Wealth Management, LLC
468$104.0K0.0%ETFLowSanta Monica, CA2026-10-26
American Capital Advisory, LLC
451$100.3K0.0%ETFLowKetchum, ID2026-10-28
Hoey Investments, Inc
434$96.5K0.0%Agg GrowthLowCoatesville, PA2026-10-29
Beacon Investment Advisory Services, Inc.
431$95.9K0.0%GrowthLowMorristown, NJ2026-10-13
Gleason Group, Inc.
431$95.8K0.0%ETFVery LowProspect, KY2026-10-15
UMB Private Wealth Management, LLC
423$94.0K0.1%GrowthN/AKansas City, MO2026-10-19
City Holding Co
400$88.9K0.0%CoreLowCharleston, WV2026-10-19
Nfsg Corp
392$87.2K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Key Capital Management, Inc
391$86.9K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Markowski Investments
372$82.7K0.0%ETFN/ATampa, FL2026-10-30
Lloyd Advisory Services, Llc.
370$82.2K0.0%ETFVery HighSuwanee, GA2026-11-02
Compass Financial Management LLC
360$80.0K0.0%CoreN/ATampa, FL2026-10-30
Financial Network Wealth Advisors LLC
344$76.5K0.1%ETFLowMurray, UT2026-10-28
Tradewinds Capital Management, LLC
333$74.0K0.0%ETFVery HighBellingham, WA2026-10-23
RHL Group, LLC
314$69.8K0.0%ETFVery HighHolly, MI2026-11-04
Simplex Trading, LLC
302$67.1K0.0%CoreVery HighChicago, IL2026-11-04
Murphy & Mullick Capital Management Corp
296$65.8K0.0%GrowthLowSmithtown, NY2026-11-02
Tsfg, LLC
286$630.0%ETFLowLake Forest, IL2026-10-23
Parkside Financial Bank & Trust
286$63.6K0.0%CoreVery LowSaint Louis, MO2026-10-27
Arlington Trust Co LLC
280$62.2K0.0%ETFMediumBirmingham, AL2026-10-20
Costello Asset Management, Inc
278$61.8K0.0%CoreLowFeasterville, PA2026-10-30
Cape Investment Advisory, Inc.
274$60.9K0.0%ETFLowMcdonough, GA2026-10-13
Wealth Enhancement Trust Services, Inc.
265$58.9K0.0%GrowthMediumSioux Falls, SD2026-10-07
WPG Advisers, LLC
260$57.8K0.0%CoreLowBaltimore, MD2026-10-27
Biltmore Family Office, LLC
239$53.1K0.0%GrowthLowCharlotte, NC2026-11-03
Allspring Global Investments Holdings, LLC
230$51.6K0.0%CoreMediumCharlotte, NC2026-11-04
Nemes Rush Group LLC
227$50.4K0.0%CoreVery LowNovi, MI2026-11-04
Pittenger & Anderson Inc
218$48.4K0.0%CoreLowLincoln, NE2026-11-02
Kingdom Financial Group Llc.
207$46.1K0.0%ETFMediumPeoria, AZ2026-11-04
Chilton Capital Management LLC
196$43.6K0.0%GrowthMediumHouston, TX2026-10-28
DeDora Capital, Inc.
181$40.2K0.0%ETFVery LowNapa, CA2026-10-26
First Community Trust NA
180$40.0K0.0%GrowthLowDubuque, IA2026-10-07
Indiana Trust & Investment Management Co
176$39.1K0.0%GrowthLowMishawaka, IN2026-10-22
Barrett & Company, Inc.
169$37.6K0.0%ETFLowProvidence, RI2026-10-22
Reyes Financial Architecture, Inc.
163$36.2K0.0%ETFVery HighSan Diego, CA2026-10-22
Rydar Equities, Inc.
160$36.1K0.0%CoreVery LowWeatherford, TX2026-10-13
Advocate Investing Services LLC
158$35.1K0.0%ETFLowWoodbine, MD2026-10-26
Roxbury Financial LLC
157$35.0K0.0%CoreVery LowMount Arlington, NJ2026-10-01
Gables Capital Management Inc.
154$34.2K0.0%GrowthVery LowMiami, FL2026-11-04
Quest 10 Wealth Builders, Inc.
153$34.0K0.0%ETFLowFuquay-Varina, VA2026-11-02
Ares Financial Consulting, LLC
151$33.6K0.0%CoreLowCalabasas, CA2026-10-19
Kings Path Partners LLC
147$32.7K0.0%ETFVery LowSugar Land, TX2026-10-21
Wolff Wiese Magana LLC
145$32.2K0.0%GrowthLowCarslbad, CA2026-10-15
Concord Wealth Partners
145$32.2K0.0%GrowthLowAbingdon, VA2026-11-02
Financial Consulate, Inc
143$31.8K0.0%ETFLowHunt Valley, MD2026-10-23
Thurston, Springer, Miller, Herd & Titak, Inc.
140$31.1K0.1%GrowthMediumIndianapolis, IN2026-10-14
Hurley Capital, LLC
139$31.1K0.0%GARPMediumNew York, NY2026-11-05
Essential Partners LLC
135$30.0K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Birchwood Financial Partners, Inc.
129$28.6K0.0%ETFVery LowBloomington, MN2026-11-02
Sawyer & Company, Inc
128$28.4K0.0%GrowthLowBoston, MA2026-10-21
Mcdonald Partners LLC
127$28.2K0.0%CoreLowCleveland, OH2026-11-03
Dhjj Financial Advisors, Ltd.
122$27.1K0.0%ETFVery LowNaperville, IL2026-10-23
Entrust Financial LLC
119$26.3K0.0%ETFLowWayne, PA2026-11-04
Bay Harbor Wealth Management, LLC
117$26.0K0.0%ETFMediumHunt Valley, MD2026-11-03
Decker Retirement Planning Inc.
116$25.8K0.0%Agg GrowthVery HighLevi, UT2026-10-19
Financial Management Professionals, Inc.
89$19.8K0.0%ETFMediumAustin, TX2026-10-23
Compass Wealth Management LLC
87$19.3K0.0%GARPLowGuilford, CT2026-10-22
Alpine Bank Wealth Management
84$18.7K0.0%ETFHighGrand Junction, CO2026-10-16
Ameliora Wealth Management Ltd.
82$18.2K0.0%ETFLowZurich, Switzerland2026-10-23
Valley National Advisers Inc
82$18.2K0.0%ETFLowBethlehem, PA2026-10-23
Sfam, LLC
80$17.8K0.0%ETFVery LowElmhurst, IL2026-11-03
Godsey & Gibb, Inc
77$17.1K0.0%CoreLowRichmond, VA2026-10-14
Holos Integrated Wealth LLC
77$17.3K0.0%ETFLowKennett Square, PA2026-10-23
Transce3nd, LLC
76$17.2K0.0%GrowthLowBuda, TX2026-10-26
MTM Investment Management, LLC
75$16.7K0.0%CoreVery LowSpartanburg, SC2026-10-30
Duncker Streett & Co Inc
72$16.0K0.0%GrowthLowSt. Louis, MO2026-10-27
NorthAvenue LLC
64$14.1K0.0%ETFVery LowColumbus, OH2026-10-29
Smallwood Wealth Investment Management, LLC
60$13.3K0.0%ETFVery LowRed Bank, NJ2026-10-30
Cassaday & Co Wealth Management LLC
59$13.1K0.0%ETFVery LowMclean, VA2026-10-27
Brown, Lisle Ings, Inc.
58$12.9K0.0%CoreVery LowProvidence, RI2026-10-16
Oakworth Capital, Inc.
56$12.4K0.0%ETFLowBirmingham, AL2026-10-26
Versant Capital Management, Inc
54$12.0K0.0%GARPLowPhoenix, AZ2026-10-02
First Pacific Financial
53$11.8K0.0%ETFLowVancouver, WA2026-10-14
Pathway Financial Advisers, LLC
51$11.4K0.0%CoreLowAuburn, IN2026-10-27
Main Street Group, LTD
50$11.1K0.0%ETFMediumGlen Allen, VA2026-10-28
Atlantic Edge Private Wealth Management, LLC
50$11.1K0.0%CoreLowJacksonville, FL2026-10-20
Hilton Head Capital Partners, LLC
46$10.1K0.0%CoreMediumHilton Head Island, SC2026-10-23
Central Pacific Bank - Trust Division
41$9.1K0.0%CoreMediumHonolulu, HI2026-10-06
Redwood Park Advisors LLC
40$8.9K0.0%ETFVery LowRedwood City, CA2026-11-02
Networth Advisors, LLC
37$8.3K0.0%ETFMediumCanonsburg, PA2026-11-03
United Financial Planning Group LLC
35$7.8K0.0%ETFHighHauppauge, NY2026-11-04
Y.D. More Investments Ltd
32$7.0K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Elyxium Wealth, LLC
32$7.2K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Wilkerson Advisory Group LLC
29$6.4K0.0%ETFMediumColumbia, MO2026-10-20
Montgomery Financial Services LLC
26$5.8K0.0%ETFN/AOcean City, MD2026-11-03
Gilpin Wealth Management, LLC
25$5.6K0.0%GrowthLowDenver, CO2026-10-09
Prudent Man Investment Management, Inc.
24$5.3K0.0%ETFVery LowLouisville, CO2026-11-03
Townsend Asset Management Corp
21$4.7K0.0%CoreLowRaleigh, NC2026-10-29
Foster Dykema Cabot & Partners, LLC
20$4.4K0.0%GrowthLowWaltham, MA2026-10-30
First Bancorp, Inc
19$4.2K0.0%ValueVery LowDamariscotta, ME2026-10-26
Fairman Group, LLC
19$4.2K0.0%ETFLowChesterbrook, PA2026-10-26
Fairscale Capital, LLC
17$3.8K0.0%GrowthVery LowNashua, NH2026-11-04
McCarley & Cook Financial Planners
17$3.8K0.0%ETFLowCincinnati, OH2026-10-21
Grove Bank & Trust
14$3.1K0.0%ETFLowMiami, FL2026-10-08
Atwood & Palmer Inc
14$3.1K0.0%CoreVery LowKansas City, MO2026-10-08
Register Financial Advisors LLC
14$3.1K0.0%GARPLowAtlanta, GA2026-10-23
Salomon & Ludwin, LLC
12$2.7K0.0%ETFVery LowRichmond, VA2026-10-29
Elevation Wealth Partners, LLC
12$2.6K0.0%ETFLowWalnut Creek, CA2026-10-07
Financial Perspectives, Inc
7$1.6K0.0%GrowthVery LowMinneapolis, MN2026-11-03
IMG Wealth Management, Inc.
6$1.3K0.0%ETFMediumJacksonville, FL2026-10-27
High Point Wealth Management, LLC
4$8890.0%ETFLowChester, NJ2026-11-05
Rachor Investment Advisory Services, LLC
2$4480.0%ETFVery LowLinden, MI2026-10-29
TD Private Client Wealth LLC
0$00.0%ETFLowNew York, NY2026-10-28