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Ishares Msci USA Value Facto (VLUE)

CUSIP: 46432F388 | NYSE | 1445 institutional holders

Quarters

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

Matson Money. Inc.1,952,178
10.8% of portfolio›$386.5M
Kathmere Capital Management, LLC460,054
4.4% of portfolio›$91.1M
State of Michigan Retirement System255,600
0.2% of portfolio›$50.6M
Mullooly Asset Management, Inc.231,404
14.2% of portfolio›$45.8M
Marks Wealth, LLC179,919
7.8% of portfolio›$35.6M
Commonwealth Equity Services, LLC145,715
0.0% of portfolio›$28.9M
AlphaCore Capital LLC144,663
0.5% of portfolio›$28.6M
Insight Wealth Strategies, LLC138,537
2.7% of portfolio›$27.4M
Stonehearth Capital Management, LLC136,873
9.3% of portfolio›$27.1M
Lido Advisors, LLC121,254
0.1% of portfolio›$24.0M
SMI Advisory Services, LLC97,923
3.1% of portfolio›$19.5M
Signaturefd, LLC80,691
0.2% of portfolio›$16.0M
Southern Farm Bureau Life Insurance75,305
1.4% of portfolio›$14.9K
Basso Capital Management, L.P.71,029
3.0% of portfolio›$14.1M
IFP Advisors, Inc57,668
0.2% of portfolio›$11.4M
Cerro Pacific Wealth Advisors LLC53,510
2.3% of portfolio›$10.6M
Parallel Advisors, LLC48,879
0.1% of portfolio›$9.7M
Cambridge Investment Research Advisors, Inc.46,992
0.0% of portfolio›$9.3K
Vise Technologies, Inc.45,647
0.1% of portfolio›$9.0M
Foster Group, Inc.44,636
0.2% of portfolio›$8.8M
Anderson Hoagland & Co39,667
0.6% of portfolio›$7.7M
Interchange Capital Partners, LLC39,583
1.3% of portfolio›$7.8M
Tactive Advisors, LLC39,343
1.9% of portfolio›$7.8M
Evergreen Capital Management LLC39,296
0.1% of portfolio›$7.8M
Well Done, LLC39,237
1.1% of portfolio›$7.8M
Creative Planning39,234
0.0% of portfolio›$7.8M
LCW Services, LLC37,307
3.1% of portfolio›$7.4M
Tennessee Valley Asset Management Partners36,145
0.8% of portfolio›$7.2M
Ocean Park Asset Management, LLC33,196
0.4% of portfolio›$6.6M
Arrow Investment Advisors, LLC31,826
5.5% of portfolio›$6.3M
Truist Financial Corp31,728
0.0% of portfolio›$6.3M
Peddock Capital Advisors, LLC31,277
1.2% of portfolio›$6.2M
First Financial Bank - Trust Division29,286
0.4% of portfolio›$5.8M
Park Avenue Securities LLC29,156
0.0% of portfolio›$5.8K
Focus Financial Network, Inc.29,068
0.2% of portfolio›$5.8M
SAX Wealth Advisors, LLC25,451
0.1% of portfolio›$5.0M
Kestra Private Wealth Services, LLC25,267
0.1% of portfolio›$5.0M
Keystone Global Partners, LLC24,373
1.7% of portfolio›$4.8M
Avantax Planning Partners, Inc.24,015
0.1% of portfolio›$4.8M
Capital Investment Advisors, LLC22,681
0.1% of portfolio›$4.5M
SteelPeak Wealth, LLC22,073
0.1% of portfolio›$4.4M
Apex Wealth Management, LLC21,736
2.5% of portfolio›$4.3M
McAdam, LLC20,046
0.1% of portfolio›$4.0M
Trilogy Capital Inc.19,259
0.1% of portfolio›$3.8M
Juncture Wealth Strategies, LLC19,091
1.0% of portfolio›$3.8M
Cannon Financial Strategists, Inc.18,456
0.4% of portfolio›$3.7M
Eagle Strategies LLC18,229
0.4% of portfolio›$3.6M
Kestra Advisory Services, LLC17,844
0.0% of portfolio›$3.5M
Atria Investments, Inc17,722
0.0% of portfolio›$3.5M
Genus Capital Management Inc.16,814
0.3% of portfolio›$3.3M
Wealth Enhancement Advisory Services, LLC15,954
0.0% of portfolio›$3.2M
JDH Wealth Management, LLC15,798
1.9% of portfolio›$3.1M
Farther Finance Advisors, LLC15,400
0.0% of portfolio›$3.0M
Ashton Thomas Private Wealth, LLC15,298
0.1% of portfolio›$3.0M
Caliber Wealth Management, LLC / KS14,545
0.3% of portfolio›$2.9M
Bank Julius Baer & Co. Ltd, Zurich14,225
0.0% of portfolio›$2.8M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors14,036
0.1% of portfolio›$2.8M
Swmg, LLC13,346
0.6% of portfolio›$2.6M
Absolute Capital Management, LLC13,137
0.6% of portfolio›$2.6M
Gilpin Wealth Management, LLC12,565
1.7% of portfolio›$2.5M
Compass Financial Management LLC12,402
0.3% of portfolio›$2.5M
Simon Quick Advisors, LLC12,216
0.1% of portfolio›$2.4M
RHS Financial, LLC12,145
0.8% of portfolio›$2.4M
Saxon Interests, Inc.12,035
0.8% of portfolio›$2.4M
Keystone Financial Group, Inc.11,288
1.2% of portfolio›$2.2M
Choreo, LLC11,043
0.0% of portfolio›$2.2M
Quartz Partners, LLC10,625
0.6% of portfolio›$2.1M
Assetmark, Inc10,604
0.0% of portfolio›$2.1M
Physician Wealth Advisors, Inc.9,630
0.2% of portfolio›$1.9M
LS Investment Advisors, LLC9,622
0.3% of portfolio›$1.9M
Omni 360 Wealth, Inc.9,488
0.9% of portfolio›$1.9M
Client 1ST Advisory Group, LLC9,475
0.5% of portfolio›$1.9M
Almanack Investment Partners, Llc.9,454
0.2% of portfolio›$1.9M
Ascent Group, LLC9,414
0.1% of portfolio›$1.9M
Keybank National Association8,518
0.0% of portfolio›$1.7M
Vision Capital Management, Inc.7,778
0.2% of portfolio›$1.5M
Heirloom Wealth Management7,743
0.2% of portfolio›$1.5M
Traveka Wealth, LLC7,464
0.5% of portfolio›$1.5M
Brookstone Capital Management7,433
0.0% of portfolio›$1.5M
Power Wealth Management LLC7,030
0.5% of portfolio›$1.4M
Simplicity Wealth,LLC6,531
0.0% of portfolio›$1.3M
Greenleaf Trust6,525
0.0% of portfolio›$1.3M
Financial & Tax Architects, LLC6,190
0.3% of portfolio›$1.2M
Chicago Partners Investment Group LLC6,167
0.0% of portfolio›$1.2M
Wedbush Securities Inc6,058
0.0% of portfolio›$1.2K
San Luis Wealth Advisors LLC6,025
0.2% of portfolio›$1.2M
Robertson Stephens Wealth Management, LLC5,921
0.0% of portfolio›$1.2M
B. Riley Wealth Advisors, Inc.5,833
0.0% of portfolio›$1.2M
West Wealth Group, LLC5,537
0.2% of portfolio›$1.1M
Keystone Wealth Services, LLC5,493
0.2% of portfolio›$1.1M
First Citizens Financial Corp5,431
0.5% of portfolio›$1.1M
Noble Wealth Management PBC5,399
0.5% of portfolio›$1.1M
AWM Capital, LLC5,314
0.1% of portfolio›$1.1M
Cypress Wealth Services, LLC5,063
0.1% of portfolio›$1.0M
Signature Estate & Investment Advisors LLC4,878
0.0% of portfolio›$965.7K
Optivise Advisory Services LLC4,801
0.5% of portfolio›$950.6K
Carrera Capital Advisors4,683
0.1% of portfolio›$927.3K
Squire Investment Management Company, LLC4,616
0.2% of portfolio›$914.0K
Concurrent Investment Advisors, LLC4,542
0.0% of portfolio›$899.4K
Innovative Wealth Building LLC4,392
0.5% of portfolio›$869.6K
Fifth Third Securities, Inc.4,377
0.0% of portfolio›$866.6K
Tranquility Partners, LLC4,325
0.3% of portfolio›$856.3K
Prospera Financial Services Inc4,277
0.0% of portfolio›$831.7K
Brown Miller Wealth Management, LLC4,271
0.2% of portfolio›$845.7K
Accredited Investors Inc.4,099
0.0% of portfolio›$811.7K
McKinley Carter Wealth Services, Inc.4,097
0.0% of portfolio›$811.2K
Cyndeo Wealth Partners, LLC4,081
0.0% of portfolio›$808.1K
Breakwater Capital Group4,077
0.1% of portfolio›$807.2K
Sagespring Wealth Partners, LLC4,054
0.0% of portfolio›$802.8K
Archvest Wealth Advisors, Inc.4,004
0.4% of portfolio›$792.8K
Pflug Koory, LLC3,951
0.3% of portfolio›$782.3K
JGP Wealth Management, LLC3,866
0.1% of portfolio›$765.5K
Wedmont Private Capital3,799
0.0% of portfolio›$760.2K
Symphony Financial, Ltd. Co.3,774
0.1% of portfolio›$751.8K
Apella Capital, LLC3,770
0.0% of portfolio›$758.1K
Bell Investment Advisors, Inc3,658
0.1% of portfolio›$724.3K
Integrity Advisory Solutions, LLC3,624
0.1% of portfolio›$717.7K
Guerra PAN Advisors, LLC3,611
0.4% of portfolio›$695.6K
Gibbs Wealth Management3,594
0.1% of portfolio›$711.6K
Friday Financial3,568
0.1% of portfolio›$714.9K
Citigroup Inc3,565
0.0% of portfolio›$705.9K
Golden State Wealth Management, LLC3,497
0.1% of portfolio›$692.4K
Galvin, Gaustad & Stein, LLC3,454
0.1% of portfolio›$684.0K
Syntax Research, Inc.3,438
0.5% of portfolio›$680.7K
Lunt Capital Management, Inc.3,396
0.3% of portfolio›$672.4K
Wealthcare Advisory Partners LLC3,355
0.0% of portfolio›$664.4K
Sigma Planning Corp3,342
0.0% of portfolio›$661.7K
Dynamic Advisor Solutions LLC3,305
0.0% of portfolio›$654.4K
Founders Financial Securities LLC3,304
0.0% of portfolio›$654.2K
First Citizens Bank & Trust Co3,300
0.0% of portfolio›$653.4K
BostonPremier Wealth LLC3,238
0.3% of portfolio›$641.1K
GEM Asset Management, LLC3,185
0.3% of portfolio›$630.6K
Acropolis Investment Management, LLC3,135
0.0% of portfolio›$620.7K
CFS Investment Advisory Services, LLC3,128
0.0% of portfolio›$626.3K
Richard P Slaughter Associates Inc3,060
0.1% of portfolio›$605.8K
Goldstein Advisors, LLC2,958
0.1% of portfolio›$585.7K
HUB Investment Partners, LLC2,938
0.0% of portfolio›$581.7K
Creative Financial Designs Inc2,887
0.0% of portfolio›$571.6K
Kaufman Rossin Wealth, LLC2,874
0.2% of portfolio›$569.1K
Sowell Financial Services LLC2,858
0.0% of portfolio›$565.9K
Ascentis Independent Advisors2,826
0.0% of portfolio›$559.5K
RFG Advisory, LLC2,797
0.0% of portfolio›$553.8K
Magnus Financial Group LLC2,775
0.0% of portfolio›$549.4K
PFG Advisors2,744
0.0% of portfolio›$543.3K
Diversified Enterprises, LLC2,741
0.0% of portfolio›$542.6K
Bokf, NA2,725
0.0% of portfolio›$539.6K
Taylor & Morgan Wealth Management, LLC2,658
0.3% of portfolio›$526.4K
Independent Financial Group, LLC2,587
0.0% of portfolio›$512.1K
W Advisors, LLC2,551
0.2% of portfolio›$505.2K
Trust Co of Toledo NA2,504
0.0% of portfolio›$495.8K
ADE, LLC2,375
0.2% of portfolio›$470.2K
Daymark Wealth Partners, LLC2,366
0.0% of portfolio›$468.4K
Montecito Bank & Trust2,307
0.1% of portfolio›$456.8K
Mattern Capital Management, LLC2,205
0.1% of portfolio›$436.6K
WBH Advisory Inc2,190
0.0% of portfolio›$433.6K
Fairvoy Private Wealth, LLC2,132
0.1% of portfolio›$422.1K
Krilogy Financial LLC2,108
0.0% of portfolio›$417.1K
Foundry Financial Group, Inc.2,108
0.2% of portfolio›$417.4K
Blue Trust, Inc.2,088
0.0% of portfolio›$413.4K
Hengehold Capital Management LLC2,083
0.0% of portfolio›$412.5K
One Advisory Partners, LLC2,059
0.1% of portfolio›$407.7K
Sentinel Advisory Group, LLC2,004
0.2% of portfolio›$396.8K
Nova R Wealth, Inc.1,944
0.1% of portfolio›$385.0K
Keeler & Nadler Financial Planning & Wealth Management1,922
0.1% of portfolio›$380.5K
WealthPlan Investment Management, LLC1,897
0.0% of portfolio›$375.6K
HMV Wealth Advisors, LLC1,881
0.1% of portfolio›$372.4K
Wall Capital Group, Inc.1,871
0.3% of portfolio›$370.4K
Security Financial Services, Inc.1,856
0.0% of portfolio›$367.5K
Avidian Wealth Enterprises, LLC1,850
0.0% of portfolio›$366.3K
Marino, Stram & Associates LLC1,816
0.1% of portfolio›$359.6K
Strategic Investment Management, LLC1,760
0.1% of portfolio›$348.5K
Walkner Condon Financial Advisors LLC1,759
0.0% of portfolio›$348.3K
Triad Wealth Partners, LLC1,754
0.0% of portfolio›$347.2K
Vilga Financial Planning LLC1,730
0.2% of portfolio›$342.5K
Visionary Wealth Advisors1,712
0.0% of portfolio›$339.1K
EPG Wealth Management LLC1,711
0.1% of portfolio›$338.8K
Apollon Wealth Management, LLC1,711
0.0% of portfolio›$338.7K
Legacy Advisors, LLC1,681
0.0% of portfolio›$332.7K
Ethic Inc.1,674
0.0% of portfolio›$331.5K
Fulcrum Equity Management1,667
0.3% of portfolio›$330.1K
Strategic Blueprint, LLC1,609
0.0% of portfolio›$318.7K
Sharkey, Howes & Javer1,587
0.0% of portfolio›$314.2K
Financial Partners Group, Inc1,573
0.0% of portfolio›$311.5K
Successful Portfolios LLC1,571
0.1% of portfolio›$313.8K
CGN Advisors LLC1,567
0.0% of portfolio›$310.2K
Advisory Solutions Group, LLC1,548
0.1% of portfolio›$306.5K
Apollon Financial, LLC1,547
0.0% of portfolio›$306.3K
FSA Wealth Partners, Inc.1,545
0.1% of portfolio›$305.9K
Two West Capital Advisors LLC1,505
0.1% of portfolio›$298.9K
Watershed Private Wealth LLC1,446
0.1% of portfolio›$286.3K
Investmark Advisory Group LLC1,429
0.1% of portfolio›$282.9K
4J Wealth Management LLC1,428
0.1% of portfolio›$282.7K
United Advisor Group, LLC1,417
0.0% of portfolio›$280.6K
Sumitomo Mitsui DS Asset Management Company, Ltd1,411
0.0% of portfolio›$279.4K
Perigon Wealth Management, LLC1,410
0.0% of portfolio›$279.2K
Avior Wealth Management, LLC1,405
0.0% of portfolio›$278.1K
Adamsbrown Wealth Consultants LLC1,405
0.1% of portfolio›$278.2K
Signal Advisors Wealth, LLC1,366
0.0% of portfolio›$270.5K
Cora Capital Advisors LLC1,365
0.1% of portfolio›$270.3K
BKM Wealth Management, LLC1,342
0.1% of portfolio›$265.7K
Destiny Wealth Partners, LLC1,311
0.0% of portfolio›$252.3K
Golden Bell Financial Planning LLC1,276
0.2% of portfolio›$252.6K
MGO One Seven LLC1,254
0.0% of portfolio›$248.4K
Buck Wealth Strategies, LLC1,223
0.0% of portfolio›$242.2K
Traynor Capital Management, Inc.1,222
0.0% of portfolio›$241.9K
Victory Financial Group, LLC1,211
0.0% of portfolio›$239.8K
Northwest Wealth Management, LLC1,210
0.0% of portfolio›$239.6K
Planned Solutions, Inc.1,208
0.1% of portfolio›$239.2K
Capstone Wealth Management, LLC1,202
0.1% of portfolio›$238.0K
Succession Financial, Inc.1,195
0.2% of portfolio›$236.6K
Northwest Wealth Advisors, LLC1,181
0.1% of portfolio›$233.8K
Asset One Wealth Management LLC1,162
0.0% of portfolio›$230.1K
Selective Wealth Management, Inc.1,146
0.1% of portfolio›$224.1K
Atticus Wealth Management, LLC1,142
0.1% of portfolio›$226.1K
Csenge Advisory Group1,140
0.0% of portfolio›$225.8K
MKT Advisors LLC1,138
0.1% of portfolio›$227.7K
Plancorp, LLC1,113
0.0% of portfolio›$216.4K
Clearview Wealth Management LLC1,108
0.2% of portfolio›$217.7K
Klingman & Associates, LLC1,097
0.0% of portfolio›$217.2K
Wetzel Investment Advisors, Inc.1,092
0.1% of portfolio›$216.2K
Brighton Jones LLC1,087
0.0% of portfolio›$215.2K
Crusonia Wealth Advisors LLC1,074
0.0% of portfolio›$212.7K
IPG Investment Advisors LLC1,065
0.0% of portfolio›$210.9K
Kingswood Wealth Advisors, LLC1,051
0.0% of portfolio›$208.0K
Compagnie Lombard Odier SCmA1,044
0.0% of portfolio›$206.7K
RMG Wealth Management LLC1,035
0.0% of portfolio›$200.0K
Oppenheimer & Co Inc1,032
0.0% of portfolio›$204.3K
Soltis Investment Advisors LLC1,029
0.0% of portfolio›$203.7K
HCR Wealth Advisors1,025
0.0% of portfolio›$203.0K
EverSource Wealth Advisors, LLC1,024
0.0% of portfolio›$202.7K
Tempo Wealth, LLC1,023
0.0% of portfolio›$202.5K
Schear Investment Advisers, LLC1,023
0.0% of portfolio›$202.5K
Private Trust Co NA1,007
0.0% of portfolio›$199.4K
Mather Group, Llc.960
0.0% of portfolio›$190.1K
Raleigh Capital Management Inc.930
0.1% of portfolio›$184.1K
Wilmington Savings Fund Society, FSB856
0.0% of portfolio›$169.5K
Rosenberg Matthew Hamilton735
0.0% of portfolio›$145.5K
Root Financial Partners, LLC705
0.0% of portfolio›$139.5K
Realta Investment Advisors692
0.0% of portfolio›$137.0K
Biltmore Family Office, LLC675
0.0% of portfolio›$133.7K
Balance Wealth Partners LLC610
0.0% of portfolio›$120.8K
Hilton Head Capital Partners, LLC574
0.1% of portfolio›$113.7K
Capital Investment Advisory Services, LLC519
0.0% of portfolio›$102.8K
Independence Bank of Kentucky469
0.0% of portfolio›$92.9K
Financial Network Wealth Advisors LLC466
0.1% of portfolio›$92.3K
Heritage Family Offices, LLP455
0.0% of portfolio›$90.1K
Spire Wealth Management404
0.0% of portfolio›$80.0K
Lanark Financial, Inc.399
0.0% of portfolio›$79.0K
Chilton Capital Management LLC386
0.0% of portfolio›$76.4K
Harbor Asset Planning, Inc.365
0.1% of portfolio›$72.2K
Key FInancial Inc339
0.0% of portfolio›$67.2K
NBT Bank, N.A.290
0.0% of portfolio›$57.4K
CoreCap Advisors, LLC282
0.0% of portfolio›$55.9K
Armstrong Advisory Group, Inc279
0.0% of portfolio›$55.2K
Abound Wealth Management263
0.0% of portfolio›$52.2K
Southern Michigan Bank & Trust240
0.0% of portfolio›$47.5K
Asset Dedication, LLC223
0.0% of portfolio›$44.2K
Allspring Global Investments Holdings, LLC220
0.0% of portfolio›$44.1K
Gamma Investing LLC205
0.0% of portfolio›$40.6K
Morling Financial Advisors, LLC181
0.0% of portfolio›$35.8K
GHP Investment Advisors, Inc.166
0.0% of portfolio›$32.9K
High Point Wealth Management, LLC158
0.0% of portfolio›$31.3K
Cherry Tree Wealth Management, LLC150
0.0% of portfolio›$29.7K
Concord Wealth Partners147
0.0% of portfolio›$29.1K
Signature Equity Partners, LLC146
0.0% of portfolio›$28.9K
Westside Investment Management, Inc.145
0.0% of portfolio›$28.7K
Trust Co115
0.0% of portfolio›$22.8K
Gables Capital Management Inc.115
0.0% of portfolio›$22.8K
Holos Integrated Wealth LLC102
0.0% of portfolio›$19.6K
Versant Capital Management, Inc101
0.0% of portfolio›$20.0K
MTM Investment Management, LLC98
0.0% of portfolio›$19.4K
JFS Wealth Advisors, LLC83
0.0% of portfolio›$16.4K
Oakworth Capital, Inc.81
0.0% of portfolio›$16.0K
Mainstream Capital Management LLC79
0.0% of portfolio›$15.6K
Balentine LLC77
0.0% of portfolio›$15.2K
Planning Strategies Inc.59
0.0% of portfolio›$11.7K
Duncker Streett & Co Inc52
0.0% of portfolio›$10.3K
Cape Investment Advisory, Inc.51
0.0% of portfolio›$10.1K
Blue Bell Private Wealth Management, LLC50
0.0% of portfolio›$9.9K
3Chopt Investment Partners, LLC50
0.0% of portfolio›$9.9K
Montag A & Associates Inc48
0.0% of portfolio›$9.5K
WPG Advisers, LLC42
0.0% of portfolio›$8.3K
Brown, Lisle Ings, Inc.39
0.0% of portfolio›$7.7K
Quest 10 Wealth Builders, Inc.34
0.0% of portfolio›$6.7K
Atwood & Palmer Inc28
0.0% of portfolio›$5.5K
Godsey & Gibb, Inc26
0.0% of portfolio›$5.1K
Hazlett, Burt & Watson, Inc.25
0.0% of portfolio›$5
Halbert Hargrove Global Advisors, LLC24
0.0% of portfolio›$4.8K
Morton Brown Family Wealth, LLC19
0.0% of portfolio›$3.8K
Cassaday & Co Wealth Management LLC18
0.0% of portfolio›$3.6K
West Paces Advisors Inc.11
0.0% of portfolio›$2.2K
Central Pacific Bank - Trust Division11
0.0% of portfolio›$2.2K
Trust Co of Vermont10
0.0% of portfolio›$2.0K
Key Capital Management, Inc7
0.0% of portfolio›$1.4K
Citizens National Bank Trust Department6
0.0% of portfolio›$1.2K
Mosley Wealth Management4
0.0% of portfolio›$782
Financial Perspectives, Inc2
0.0% of portfolio›$396
Retirement Wealth Solutions LLC2
0.0% of portfolio›$302
Vision Financial Markets LLC1
0.0% of portfolio›$198
TD Private Client Wealth LLC1
0.0% of portfolio›$137
StyleTurnoverLocationFiled
Matson Money. Inc.
1,952,178$386.5M10.8%ETFVery LowMason, OH2026-10-23
Kathmere Capital Management, LLC
460,054$91.1M4.4%ETFLowWayne, PA2026-10-20
State of Michigan Retirement System
255,600$50.6M0.2%IndexLowEast Lansing, MI2026-10-27
Mullooly Asset Management, Inc.
231,404$45.8M14.2%ETFVery LowWall Township, NJ2026-10-30
Marks Wealth, LLC
179,919$35.6M7.8%ETFVery HighEllicott City, MD2026-10-30
Commonwealth Equity Services, LLC
145,715$28.9M0.0%ETFLowWaltham, MA2026-11-02
AlphaCore Capital LLC
144,663$28.6M0.5%ETFLowLa Jolla, CA2026-11-04
Insight Wealth Strategies, LLC
138,537$27.4M2.7%ETFHighSan Ramon, CA2026-10-09
Stonehearth Capital Management, LLC
136,873$27.1M9.3%ETFMediumDanvers, MA2026-10-13
Lido Advisors, LLC
121,254$24.0M0.1%GrowthLowLos Angeles, CA2026-11-04
SMI Advisory Services, LLC
97,923$19.5M3.1%ETFMediumColumbus, IN2026-10-13
Signaturefd, LLC
80,691$16.0M0.2%IndexLowAtlanta, GA2026-10-23
Southern Farm Bureau Life Insurance
75,305$14.9K1.4%ETFVery LowJackson, MS2026-10-15
Basso Capital Management, L.P.
71,029$14.1M3.0%ETFMediumStamford, CT2026-10-30
IFP Advisors, Inc
57,668$11.4M0.2%GrowthLowTampa, FL2026-10-16
Cerro Pacific Wealth Advisors LLC
53,510$10.6M2.3%GrowthLowSan Luis Obispo, CA2026-10-22
Parallel Advisors, LLC
48,879$9.7M0.1%IndexLowSan Francisco, CA2026-11-03
Cambridge Investment Research Advisors, Inc.
46,992$9.3K0.0%ETFLowFairfield, IA2026-11-02
Vise Technologies, Inc.
45,647$9.0M0.1%IndexLowNew York, NY2026-10-29
Foster Group, Inc.
44,636$8.8M0.2%ETFVery LowUrbandale, IA2026-10-13
Anderson Hoagland & Co
39,667$7.7M0.6%ETFLowSt Louis, MO2026-10-23
Interchange Capital Partners, LLC
39,583$7.8M1.3%GrowthLowPittsburgh, PA2026-10-28
Tactive Advisors, LLC
39,343$7.8M1.9%ETFHighJacksonville, FL2026-10-08
Evergreen Capital Management LLC
39,296$7.8M0.1%GARPMediumBellevue, WA2026-10-23
Well Done, LLC
39,237$7.8M1.1%ETFLowHolland, MI2026-10-20
Creative Planning
39,234$7.8M0.0%IndexVery LowOverland Park, KS2026-11-02
LCW Services, LLC
37,307$7.4M3.1%ETFLowVirginia Beach, VA2026-10-21
Tennessee Valley Asset Management Partners
36,145$7.2M0.8%ETFLowKnoxville, TN2026-11-03
Ocean Park Asset Management, LLC
33,196$6.6M0.4%ETFLowSanta Monica, CA2026-10-21
Arrow Investment Advisors, LLC
31,826$6.3M5.5%Agg GrowthMediumLaurel, MD2026-11-02
Truist Financial Corp
31,728$6.3M0.0%CoreLowCharlotte, NC2026-10-30
Peddock Capital Advisors, LLC
31,277$6.2M1.2%GrowthLowBraintree, MA2026-10-16
First Financial Bank - Trust Division
29,286$5.8M0.4%CoreLowHamilton, OH2026-10-01
Park Avenue Securities LLC
29,156$5.8K0.0%ETFMediumNew York, NY2026-10-26
Focus Financial Network, Inc.
29,068$5.8M0.2%ETFLowMinneapolis, MN2026-10-14
SAX Wealth Advisors, LLC
25,451$5.0M0.1%ETFVery LowParsippany, NJ2026-10-13
Kestra Private Wealth Services, LLC
25,267$5.0M0.1%GrowthLowAustin, TX2026-10-30
Keystone Global Partners, LLC
24,373$4.8M1.7%ETFMediumDenver, CO2026-10-13
Avantax Planning Partners, Inc.
24,015$4.8M0.1%ETFLowDubuque, IA2026-11-03
Capital Investment Advisors, LLC
22,681$4.5M0.1%CoreLowAtlanta, GA2026-10-22
SteelPeak Wealth, LLC
22,073$4.4M0.1%GrowthHighWoodland Hills, CA2026-10-16
Apex Wealth Management, LLC
21,736$4.3M2.5%ETFMediumBedford, NH2026-10-20
McAdam, LLC
20,046$4.0M0.1%ETFLowPhiladelphia, PA2026-10-21
Trilogy Capital Inc.
19,259$3.8M0.1%ETFMediumIrvine, CA2026-10-20
Juncture Wealth Strategies, LLC
19,091$3.8M1.0%ETFLowScottsdale, AZ2026-10-06
Cannon Financial Strategists, Inc.
18,456$3.7M0.4%ETFVery LowAthens, GA2026-10-19
Eagle Strategies LLC
18,229$3.6M0.4%ETFLowNew York, NY2026-10-16
Kestra Advisory Services, LLC
17,844$3.5M0.0%CoreLowAustin, TX2026-11-02
Atria Investments, Inc
17,722$3.5M0.0%CoreMediumCharlotte, NC2026-10-15
Genus Capital Management Inc.
16,814$3.3M0.3%GARPHighVancouver, UAE2026-11-04
Wealth Enhancement Advisory Services, LLC
15,954$3.2M0.0%CoreLowPlymouth, MN2026-10-13
JDH Wealth Management, LLC
15,798$3.1M1.9%ETFVery LowSanta Rosa, CA2026-10-20
Farther Finance Advisors, LLC
15,400$3.0M0.0%IndexLowSan Francisco, CA2026-10-08
Ashton Thomas Private Wealth, LLC
15,298$3.0M0.1%CoreMediumScottsdale, AZ2026-11-03
Caliber Wealth Management, LLC / KS
14,545$2.9M0.3%ETFLowOverland Park, KS2026-11-04
Bank Julius Baer & Co. Ltd, Zurich
14,225$2.8M0.0%GrowthMediumZurich, Switzerland2026-10-29
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
14,036$2.8M0.1%ETFMediumWestlake, OH2026-10-14
Swmg, LLC
13,346$2.6M0.6%ETFMediumFort Worth, TX2026-10-23
Absolute Capital Management, LLC
13,137$2.6M0.6%ETFMediumPittsburgh, PA2026-10-16
Gilpin Wealth Management, LLC
12,565$2.5M1.7%GrowthLowDenver, CO2026-10-09
Compass Financial Management LLC
12,402$2.5M0.3%CoreN/ATampa, FL2026-10-30
Simon Quick Advisors, LLC
12,216$2.4M0.1%ETFLowMorristown, NJ2026-10-26
RHS Financial, LLC
12,145$2.4M0.8%ETFMediumSan Francisco, CA2026-10-13
Saxon Interests, Inc.
12,035$2.4M0.8%ETFMediumHouston, TX2026-10-26
Keystone Financial Group, Inc.
11,288$2.2M1.2%ETFLowAtlanta, GA2026-10-13
Choreo, LLC
11,043$2.2M0.0%IndexLowRockford, IL2026-10-28
Quartz Partners, LLC
10,625$2.1M0.6%GARPMediumSaratoga Springs, NY2026-11-03
Assetmark, Inc
10,604$2.1M0.0%ETFLowConcord, CA2026-10-21
Physician Wealth Advisors, Inc.
9,630$1.9M0.2%ETFMediumMidvale, UT2026-10-20
LS Investment Advisors, LLC
9,622$1.9M0.3%CoreLowBloomfield Hills, MI2026-10-13
Omni 360 Wealth, Inc.
9,488$1.9M0.9%ETFLowPlainsboro, NJ2026-10-13
Client 1ST Advisory Group, LLC
9,475$1.9M0.5%ETFVery LowDunedin, FL2026-10-19
Almanack Investment Partners, Llc.
9,454$1.9M0.2%ETFMediumNewtown Square, PA2026-11-03
Ascent Group, LLC
9,414$1.9M0.1%CoreLowVirginia Beach, VA2026-10-30
Keybank National Association
8,518$1.7M0.0%CoreLowBrooklyn, OH2026-11-04
Vision Capital Management, Inc.
7,778$1.5M0.2%CoreVery LowPortland, OR2026-10-20
Heirloom Wealth Management
7,743$1.5M0.2%GrowthMediumGreenwood Village, CO2026-10-14
Traveka Wealth, LLC
7,464$1.5M0.5%ETFLowLos Altos, CA2026-10-19
Brookstone Capital Management
7,433$1.5M0.0%ETFMediumWheaton, IL2026-10-22
Power Wealth Management LLC
7,030$1.4M0.5%ETFLowAlpharetta, GA2026-10-27
Simplicity Wealth,LLC
6,531$1.3M0.0%ETFLowSummit, NJ2026-10-23
Greenleaf Trust
6,525$1.3M0.0%CoreLowKalamazoo, MI2026-10-29
Financial & Tax Architects, LLC
6,190$1.2M0.3%CoreHighSt Louis, MO2026-10-15
Chicago Partners Investment Group LLC
6,167$1.2M0.0%GARPLowChicago, IL2026-10-27
Wedbush Securities Inc
6,058$1.2K0.0%CoreLowPasadena, CA2026-10-22
San Luis Wealth Advisors LLC
6,025$1.2M0.2%CoreMediumSan Luis Obispo, CA2026-10-27
Robertson Stephens Wealth Management, LLC
5,921$1.2M0.0%ETFMediumSan Francisco, CA2026-10-16
B. Riley Wealth Advisors, Inc.
5,833$1.2M0.0%GrowthLowMemphis, TN2026-10-13
West Wealth Group, LLC
5,537$1.1M0.2%ETFMediumIrvine, CA2026-10-14
Keystone Wealth Services, LLC
5,493$1.1M0.2%ETFHighPalm Desert, CA2026-11-03
First Citizens Financial Corp
5,431$1.1M0.5%ETFLowMason City, IA2026-10-02
Noble Wealth Management PBC
5,399$1.1M0.5%YieldMediumGreenwood Village, CO2026-10-01
AWM Capital, LLC
5,314$1.1M0.1%ETFLowPhoenix, AZ2026-10-16
Cypress Wealth Services, LLC
5,063$1.0M0.1%ETFLowPalm Desert, CA2026-10-21
Signature Estate & Investment Advisors LLC
4,878$965.7K0.0%ETFMediumLos Angeles, CA2026-10-13
Optivise Advisory Services LLC
4,801$950.6K0.5%ETFMediumFranklin, TN2026-10-19
Carrera Capital Advisors
4,683$927.3K0.1%ETFMediumTroy, MI2026-11-03
Squire Investment Management Company, LLC
4,616$914.0K0.2%ETFVery LowOrem, UT2026-11-03
Concurrent Investment Advisors, LLC
4,542$899.4K0.0%GrowthMediumTampa, FL2026-10-16
Innovative Wealth Building LLC
4,392$869.6K0.5%ETFVery LowCalifornia, MD2026-10-14
Fifth Third Securities, Inc.
4,377$866.6K0.0%ETFLowCincinnati, OH2026-10-21
Tranquility Partners, LLC
4,325$856.3K0.3%CoreLowBrentwood, TN2026-10-20
Prospera Financial Services Inc
4,277$831.7K0.0%CoreMediumDallas, TX2026-11-04
Brown Miller Wealth Management, LLC
4,271$845.7K0.2%GrowthLowMclean, VA2026-11-02
Accredited Investors Inc.
4,099$811.7K0.0%ETFLowEdina, MN2026-11-03
McKinley Carter Wealth Services, Inc.
4,097$811.2K0.0%ETFMediumWheeling, WV2026-10-16
Cyndeo Wealth Partners, LLC
4,081$808.1K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Breakwater Capital Group
4,077$807.2K0.1%ETFLowParamus, NJ2026-10-09
Sagespring Wealth Partners, LLC
4,054$802.8K0.0%ETFLowFranklin, TN2026-10-22
Archvest Wealth Advisors, Inc.
4,004$792.8K0.4%ETFLowConcord, CA2026-10-29
Pflug Koory, LLC
3,951$782.3K0.3%CoreVery LowOmaha, NE2026-10-26
JGP Wealth Management, LLC
3,866$765.5K0.1%CoreLowBend, OR2026-10-13
Wedmont Private Capital
3,799$760.2K0.0%IndexVery LowWest Chester, PA2026-10-09
Symphony Financial, Ltd. Co.
3,774$751.8K0.1%GrowthLowHouston, TX2026-10-22
Apella Capital, LLC
3,770$758.1K0.0%ETFVery LowWest Hartford, CT2026-10-08
Bell Investment Advisors, Inc
3,658$724.3K0.1%ETFVery LowOrinda, CA2026-10-29
Integrity Advisory Solutions, LLC
3,624$717.7K0.1%ETFMediumDallas, TX2026-10-29
Guerra PAN Advisors, LLC
3,611$695.6K0.4%GrowthVery LowMontclair, NJ2026-10-26
Gibbs Wealth Management
3,594$711.6K0.1%CoreLowAlpharetta, GA2026-10-22
Friday Financial
3,568$714.9K0.1%ETFVery LowDubuque, IA2026-10-09
Citigroup Inc
3,565$705.9K0.0%CoreMediumNew York, NY2026-11-04
Golden State Wealth Management, LLC
3,497$692.4K0.1%ETFMediumSanta Ana, CA2026-11-02
Galvin, Gaustad & Stein, LLC
3,454$684.0K0.1%CoreMediumScottsdale, AZ2026-10-08
Syntax Research, Inc.
3,438$680.7K0.5%ETFMediumBoca Raton, FL2026-11-04
Lunt Capital Management, Inc.
3,396$672.4K0.3%ETFLowHolladay, UT2026-10-30
Wealthcare Advisory Partners LLC
3,355$664.4K0.0%ETFLowWest Chester, PA2026-10-21
Sigma Planning Corp
3,342$661.7K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Dynamic Advisor Solutions LLC
3,305$654.4K0.0%ETFLowPhoenix, AZ2026-10-13
Founders Financial Securities LLC
3,304$654.2K0.0%ETFMediumTowson, MD2026-10-28
First Citizens Bank & Trust Co
3,300$653.4K0.0%CoreMediumRaleigh, NC2026-10-14
BostonPremier Wealth LLC
3,238$641.1K0.3%ETFVery LowHanover, MA2026-10-16
GEM Asset Management, LLC
3,185$630.6K0.3%ETFLowPlymouth, MI2026-10-13
Acropolis Investment Management, LLC
3,135$620.7K0.0%ETFLowSt. Louis, MO2026-10-08
CFS Investment Advisory Services, LLC
3,128$626.3K0.0%ETFMediumTotowa, NJ2026-10-19
Richard P Slaughter Associates Inc
3,060$605.8K0.1%ETFMediumAustin, TX2026-10-13
Goldstein Advisors, LLC
2,958$585.7K0.1%ETFMediumMadison, WI2026-10-15
HUB Investment Partners, LLC
2,938$581.7K0.0%GrowthLowAustin, TX2026-11-03
Creative Financial Designs Inc
2,887$571.6K0.0%ETFMediumKokomo, IN2026-11-04
Kaufman Rossin Wealth, LLC
2,874$569.1K0.2%ETFLowMiami, FL2026-10-19
Sowell Financial Services LLC
2,858$565.9K0.0%CoreLowNorth Little Rock, AR2026-10-23
Ascentis Independent Advisors
2,826$559.5K0.0%ETFLowDallas, TX2026-11-03
RFG Advisory, LLC
2,797$553.8K0.0%ETFMediumBirmingham, AL2026-11-03
Magnus Financial Group LLC
2,775$549.4K0.0%ETFLowNew York, NY2026-10-21
PFG Advisors
2,744$543.3K0.0%ETFMediumPhoenix, AZ2026-10-16
Diversified Enterprises, LLC
2,741$542.6K0.0%ETFVery LowWilmington, DE2026-10-19
Bokf, NA
2,725$539.6K0.0%CoreLowTulsa, OK2026-10-27
Taylor & Morgan Wealth Management, LLC
2,658$526.4K0.3%ETFVery LowTroy, MI2026-10-09
Independent Financial Group, LLC
2,587$512.1K0.0%GrowthLowSan Diego, CA2026-10-13
W Advisors, LLC
2,551$505.2K0.2%CoreLowGermantown, TN2026-11-02
Trust Co of Toledo NA
2,504$495.8K0.0%GrowthVery LowHolland, OH2026-10-16
ADE, LLC
2,375$470.2K0.2%ETFLowBaltimore, MD2026-10-29
Daymark Wealth Partners, LLC
2,366$468.4K0.0%CoreLowCincinnati, OH2026-11-04
Montecito Bank & Trust
2,307$456.8K0.1%GrowthVery LowSanta Barbara, CA2026-10-01
Mattern Capital Management, LLC
2,205$436.6K0.1%CoreMediumLakewood, CO2026-11-02
WBH Advisory Inc
2,190$433.6K0.0%ETFLowBaltimore, MD2026-11-05
Fairvoy Private Wealth, LLC
2,132$422.1K0.1%GrowthMediumBirmingham, AL2026-10-19
Krilogy Financial LLC
2,108$417.1K0.0%GrowthLowSt. Louis, MO2026-10-13
Foundry Financial Group, Inc.
2,108$417.4K0.2%ETFLowLaconia, NH2026-10-28
Blue Trust, Inc.
2,088$413.4K0.0%ETFLowBrentwood, TN2026-10-15
Hengehold Capital Management LLC
2,083$412.5K0.0%ETFLowCincinnati, OH2026-10-16
One Advisory Partners, LLC
2,059$407.7K0.1%ETFMediumOverland Park, KS2026-10-22
Sentinel Advisory Group, LLC
2,004$396.8K0.2%ETFVery LowMiddleton, WI2026-10-20
Nova R Wealth, Inc.
1,944$385.0K0.1%ETFLowOverland Park, KS2026-10-26
Keeler & Nadler Financial Planning & Wealth Management
1,922$380.5K0.1%ETFLowDublin, OH2026-10-28
WealthPlan Investment Management, LLC
1,897$375.6K0.0%GrowthMediumOmaha, NE2026-10-15
HMV Wealth Advisors, LLC
1,881$372.4K0.1%ETFVery LowShreveport, LA2026-10-27
Wall Capital Group, Inc.
1,871$370.4K0.3%ETFHighPhoenix, AZ2026-10-14
Security Financial Services, Inc.
1,856$367.5K0.0%ETFMediumFort Wayne, IN2026-10-29
Avidian Wealth Enterprises, LLC
1,850$366.3K0.0%ETFLowHouston, TX2026-10-08
Marino, Stram & Associates LLC
1,816$359.6K0.1%ETFVery LowBraintree, MA2026-10-22
Strategic Investment Management, LLC
1,760$348.5K0.1%ETFVery LowArlington, VA2026-10-20
Walkner Condon Financial Advisors LLC
1,759$348.3K0.0%ETFLowVerona, WI2026-11-02
Triad Wealth Partners, LLC
1,754$347.2K0.0%ETFMediumLawrence, KS2026-10-26
Vilga Financial Planning LLC
1,730$342.5K0.2%ETFVery LowFair Lawn, NJ2026-10-09
Visionary Wealth Advisors
1,712$339.1K0.0%ETFLowO'Fallon, IL2026-11-04
EPG Wealth Management LLC
1,711$338.8K0.1%GrowthLowAtlanta, GA2026-11-03
Apollon Wealth Management, LLC
1,711$338.7K0.0%GrowthLowMount Pleasant, SC2026-10-23
Legacy Advisors, LLC
1,681$332.7K0.0%ETFLowPlymouth Meeting, PA2026-10-19
Ethic Inc.
1,674$331.5K0.0%CoreLowNew York, NY2026-11-03
Fulcrum Equity Management
1,667$330.1K0.3%GrowthHighPlano, TX2026-10-21
Strategic Blueprint, LLC
1,609$318.7K0.0%ETFLowAtlanta, GA2026-10-22
Sharkey, Howes & Javer
1,587$314.2K0.0%ETFMediumDenver, CO2026-10-22
Financial Partners Group, Inc
1,573$311.5K0.0%ETFLowOverland Park, KS2026-10-19
Successful Portfolios LLC
1,571$313.8K0.1%CoreVery LowClearwater, FL2026-10-09
CGN Advisors LLC
1,567$310.2K0.0%ETFLowManhattan, KS2026-10-21
Advisory Solutions Group, LLC
1,548$306.5K0.1%ETFN/APlymouth, MN2026-10-14
Apollon Financial, LLC
1,547$306.3K0.0%ETFVery LowMount Pleasant, SC2026-10-23
FSA Wealth Partners, Inc.
1,545$305.9K0.1%ETFHighRockville, MD2026-10-26
Two West Capital Advisors LLC
1,505$298.9K0.1%ETFLowOverland Park, KS2026-10-15
Watershed Private Wealth LLC
1,446$286.3K0.1%ETFMediumOak Brook, IL2026-10-30
Investmark Advisory Group LLC
1,429$282.9K0.1%ETFVery LowShelton, CT2026-10-27
4J Wealth Management LLC
1,428$282.7K0.1%ETFMediumMclean, VA2026-11-02
United Advisor Group, LLC
1,417$280.6K0.0%ETFLowCincinnati, OH2026-11-03
Sumitomo Mitsui DS Asset Management Company, Ltd
1,411$279.4K0.0%IndexVery LowTokyo, Mexico2026-10-20
Perigon Wealth Management, LLC
1,410$279.2K0.0%GrowthLowSan Francisco, CA2026-10-22
Avior Wealth Management, LLC
1,405$278.1K0.0%ETFMediumOmaha, NE2026-10-13
Adamsbrown Wealth Consultants LLC
1,405$278.2K0.1%ETFLowWichita, KS2026-10-20
Signal Advisors Wealth, LLC
1,366$270.5K0.0%ETFLowDetroit, MI2026-10-13
Cora Capital Advisors LLC
1,365$270.3K0.1%ETFLowMarlton, NJ2026-11-02
BKM Wealth Management, LLC
1,342$265.7K0.1%GrowthLowBrookfield, WI2026-10-22
Destiny Wealth Partners, LLC
1,311$252.3K0.0%ETFMediumTavares, FL2026-11-05
Golden Bell Financial Planning LLC
1,276$252.6K0.2%ETFVery LowAlpharetta, GA2026-11-02
MGO One Seven LLC
1,254$248.4K0.0%GrowthLowBeachwood, OH2026-10-28
Buck Wealth Strategies, LLC
1,223$242.2K0.0%ValueMediumDenver, CO2026-10-28
Traynor Capital Management, Inc.
1,222$241.9K0.0%GrowthLowMalvern, PA2026-10-29
Victory Financial Group, LLC
1,211$239.8K0.0%ETFLowAustin, TX2026-10-27
Northwest Wealth Management, LLC
1,210$239.6K0.0%ETFLowSpencer, IA2026-10-30
Planned Solutions, Inc.
1,208$239.2K0.1%ETFLowFolsom, CA2026-10-19
Capstone Wealth Management, LLC
1,202$238.0K0.1%ETFLowTuscaloosa, AL2026-11-02
Succession Financial, Inc.
1,195$236.6K0.2%ETFN/AMckinney, TX2026-10-14
Northwest Wealth Advisors, LLC
1,181$233.8K0.1%ETFVery LowBellingham, WA2026-11-02
Asset One Wealth Management LLC
1,162$230.1K0.0%GrowthLowBellevue, WA2026-11-02
Selective Wealth Management, Inc.
1,146$224.1K0.1%ETFLowForest, VA2026-10-16
Atticus Wealth Management, LLC
1,142$226.1K0.1%ETFLowPalm Beach Gardens, FL2026-10-20
Csenge Advisory Group
1,140$225.8K0.0%ETFMediumClearwater, FL2026-11-04
MKT Advisors LLC
1,138$227.7K0.1%ETFLowCarlsbad, CA2026-10-20
Plancorp, LLC
1,113$216.4K0.0%ETFLowSaint Louis, MO2026-11-03
Clearview Wealth Management LLC
1,108$217.7K0.2%ETFLowIrvine, CA2026-10-16
Klingman & Associates, LLC
1,097$217.2K0.0%ETFVery LowNew York, NY2026-10-20
Wetzel Investment Advisors, Inc.
1,092$216.2K0.1%ETFLowIndianapolis, IN2026-10-13
Brighton Jones LLC
1,087$215.2K0.0%CoreVery LowSeattle, WA2026-11-03
Crusonia Wealth Advisors LLC
1,074$212.7K0.0%ETFVery LowDenver, CO2026-10-26
IPG Investment Advisors LLC
1,065$210.9K0.0%CoreMediumSan Diego, CA2026-10-30
Kingswood Wealth Advisors, LLC
1,051$208.0K0.0%GrowthLowSan Diego, CA2026-10-23
Compagnie Lombard Odier SCmA
1,044$206.7K0.0%GrowthMedium1204 Geneva, Switzerland2026-11-04
RMG Wealth Management LLC
1,035$200.0K0.0%ETFVery HighPlatteville, WI2026-10-26
Oppenheimer & Co Inc
1,032$204.3K0.0%CoreLowNew York, NY2026-10-26
Soltis Investment Advisors LLC
1,029$203.7K0.0%CoreMediumSt. George, UT2026-10-28
HCR Wealth Advisors
1,025$203.0K0.0%GrowthLowLos Angeles, CA2026-10-15
EverSource Wealth Advisors, LLC
1,024$202.7K0.0%CoreMediumBirmingham, AL2026-11-04
Tempo Wealth, LLC
1,023$202.5K0.0%Agg GrowthLowIndependence, OH2026-10-14
Schear Investment Advisers, LLC
1,023$202.5K0.0%Agg GrowthMediumCincinnati, OH2026-10-14
Private Trust Co NA
1,007$199.4K0.0%CoreLowCleveland, OH2026-10-20
Mather Group, Llc.
960$190.1K0.0%ETFMediumChicago, IL2026-10-14
Raleigh Capital Management Inc.
930$184.1K0.1%CoreMediumCary, NC2026-10-28
Wilmington Savings Fund Society, FSB
856$169.5K0.0%CoreLowWilmington, DE2026-10-23
Rosenberg Matthew Hamilton
735$145.5K0.0%ETFVery LowGrand Junction, CO2026-10-05
Root Financial Partners, LLC
705$139.5K0.0%ETFMediumEncinitas, CA2026-10-21
Realta Investment Advisors
692$137.0K0.0%GrowthMediumWilmington, DE2026-10-14
Biltmore Family Office, LLC
675$133.7K0.0%GrowthLowCharlotte, NC2026-11-03
Balance Wealth Partners LLC
610$120.8K0.0%ETFMediumWorthington, OH2026-10-27
Hilton Head Capital Partners, LLC
574$113.7K0.1%CoreMediumHilton Head Island, SC2026-10-23
Capital Investment Advisory Services, LLC
519$102.8K0.0%CoreMediumRaleigh, NC2026-10-30
Independence Bank of Kentucky
469$92.9K0.0%GrowthLowOwensboro, KY2026-10-26
Financial Network Wealth Advisors LLC
466$92.3K0.1%ETFLowMurray, UT2026-10-28
Heritage Family Offices, LLP
455$90.1K0.0%GrowthHighScottsdale, AZ2026-11-02
Spire Wealth Management
404$80.0K0.0%GrowthMediumMclean, VA2026-10-30
Lanark Financial, Inc.
399$79.0K0.0%CoreMediumBirmingham, AL2026-10-26
Chilton Capital Management LLC
386$76.4K0.0%GrowthMediumHouston, TX2026-10-28
Harbor Asset Planning, Inc.
365$72.2K0.1%ETFVery LowBelmont, MA2026-10-23
Key FInancial Inc
339$67.2K0.0%ETFLowWest Chester, PA2026-11-02
NBT Bank, N.A.
290$57.4K0.0%CoreLowNorwich, NY2026-10-21
CoreCap Advisors, LLC
282$55.9K0.0%ETFMediumSouthfield, MI2026-10-08
Armstrong Advisory Group, Inc
279$55.2K0.0%ETFHighNeedham, MA2026-10-09
Abound Wealth Management
263$52.2K0.0%ETFVery LowFranklin, TN2026-10-26
Southern Michigan Bank & Trust
240$47.5K0.0%ETFLowColdwater, MI2026-10-19
Asset Dedication, LLC
223$44.2K0.0%ETFLowSan Francisco, CA2026-11-03
Allspring Global Investments Holdings, LLC
220$44.1K0.0%CoreMediumCharlotte, NC2026-11-04
Gamma Investing LLC
205$40.6K0.0%IndexVery LowFoster City, CA2026-10-08
Morling Financial Advisors, LLC
181$35.8K0.0%ETFLowFremont, CA2026-10-28
GHP Investment Advisors, Inc.
166$32.9K0.0%CoreVery LowDenver, CO2026-10-15
High Point Wealth Management, LLC
158$31.3K0.0%ETFLowChester, NJ2026-11-05
Cherry Tree Wealth Management, LLC
150$29.7K0.0%ETFVery LowMinnetonka, MN2026-10-15
Concord Wealth Partners
147$29.1K0.0%GrowthLowAbingdon, VA2026-11-02
Signature Equity Partners, LLC
146$28.9K0.0%GrowthMediumColumbus, OH2026-10-29
Westside Investment Management, Inc.
145$28.7K0.0%GrowthLowSanta Monica, CA2026-11-02
Trust Co
115$22.8K0.0%ETFVery LowManhattan, KS2026-10-09
Gables Capital Management Inc.
115$22.8K0.0%GrowthVery LowMiami, FL2026-11-04
Holos Integrated Wealth LLC
102$19.6K0.0%ETFLowKennett Square, PA2026-10-23
Versant Capital Management, Inc
101$20.0K0.0%GARPLowPhoenix, AZ2026-10-02
MTM Investment Management, LLC
98$19.4K0.0%CoreVery LowSpartanburg, SC2026-10-30
JFS Wealth Advisors, LLC
83$16.4K0.0%ETFVery LowHermitage, PA2026-11-03
Oakworth Capital, Inc.
81$16.0K0.0%ETFLowBirmingham, AL2026-10-26
Mainstream Capital Management LLC
79$15.6K0.0%GrowthLowLos Angeles, CA2026-10-23
Balentine LLC
77$15.2K0.0%ETFLowAtlanta, GA2026-11-03
Planning Strategies Inc.
59$11.7K0.0%ETFN/ALancaster, PA2026-10-02
Duncker Streett & Co Inc
52$10.3K0.0%GrowthLowSt. Louis, MO2026-10-27
Cape Investment Advisory, Inc.
51$10.1K0.0%ETFLowMcdonough, GA2026-10-13
Blue Bell Private Wealth Management, LLC
50$9.9K0.0%YieldVery LowBlue Bell, PA2026-10-29
3Chopt Investment Partners, LLC
50$9.9K0.0%CoreLowRichmond, VA2026-10-30
Montag A & Associates Inc
48$9.5K0.0%CoreLowAtlanta, GA2026-10-29
WPG Advisers, LLC
42$8.3K0.0%CoreLowBaltimore, MD2026-10-27
Brown, Lisle Ings, Inc.
39$7.7K0.0%CoreVery LowProvidence, RI2026-10-16
Quest 10 Wealth Builders, Inc.
34$6.7K0.0%ETFLowFuquay-Varina, VA2026-11-02
Atwood & Palmer Inc
28$5.5K0.0%CoreVery LowKansas City, MO2026-10-08
Godsey & Gibb, Inc
26$5.1K0.0%CoreLowRichmond, VA2026-10-14
Hazlett, Burt & Watson, Inc.
25$50.0%CoreVery LowWheeling, WV2026-11-04
Halbert Hargrove Global Advisors, LLC
24$4.8K0.0%ETFLowLong Beach, CA2026-10-16
Morton Brown Family Wealth, LLC
19$3.8K0.0%ETFVery LowAllentown, PA2026-10-23
Cassaday & Co Wealth Management LLC
18$3.6K0.0%ETFVery LowMclean, VA2026-10-27
West Paces Advisors Inc.
11$2.2K0.0%ETFLowAtlanta, GA2026-10-13
Central Pacific Bank - Trust Division
11$2.2K0.0%CoreMediumHonolulu, HI2026-10-06
Trust Co of Vermont
10$2.0K0.0%CoreVery LowBrattleboro, VT2026-10-21
Key Capital Management, Inc
7$1.4K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Citizens National Bank Trust Department
6$1.2K0.0%CoreVery LowMeridian, MS2026-11-04
Mosley Wealth Management
4$7820.0%ETFHighAnaheim, CA2026-10-16
Financial Perspectives, Inc
2$3960.0%GrowthVery LowMinneapolis, MN2026-11-03
Retirement Wealth Solutions LLC
2$3020.0%ETFLowMarshfield, WI2026-10-07
Vision Financial Markets LLC
1$1980.0%CoreLowStamford, CT2026-10-22
TD Private Client Wealth LLC
1$1370.0%ETFLowNew York, NY2026-10-28