IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishares Msci USA Momentum FA (MTUM)

CUSIP: 46432F396 | NYSE | 2405 institutional holders

Quarters

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

Institutional Holders — Q3 2026

State of Michigan Retirement System1,317,990
1.9% of portfolio›$418.3M
Blue Trust, Inc.1,116,001
3.7% of portfolio›$354.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management930,403
4.0% of portfolio›$295.3M
Orgel Wealth Management, LLC854,260
5.1% of portfolio›$271.1M
Assetmark, Inc762,847
0.4% of portfolio›$242.1M
Wealth Enhancement Advisory Services, LLC588,631
0.3% of portfolio›$186.8M
Symmetry Partners, LLC430,311
7.0% of portfolio›$136.6M
Balentine LLC379,032
4.5% of portfolio›$120.3M
High Probability Advisors, LLC331,536
11.8% of portfolio›$105.2M
Foster Group, Inc.289,385
2.5% of portfolio›$91.8M
Commonwealth Equity Services, LLC224,463
0.1% of portfolio›$71.2M
Armbruster Capital Management, Inc.205,082
9.8% of portfolio›$65.1M
Kathmere Capital Management, LLC198,256
3.0% of portfolio›$62.9M
Keybank National Association178,845
0.2% of portfolio›$56.8M
Lido Advisors, LLC155,639
0.1% of portfolio›$49.4M
Acropolis Investment Management, LLC139,272
1.8% of portfolio›$44.2M
Mullooly Asset Management, Inc.135,217
13.3% of portfolio›$42.9M
Cambridge Investment Research Advisors, Inc.133,175
0.0% of portfolio›$42.3K
1900 Wealth Management LLC127,545
2.2% of portfolio›$40.5M
Citigroup Inc125,519
0.0% of portfolio›$39.8M
Apella Capital, LLC117,618
0.5% of portfolio›$37.9M
Stonehearth Capital Management, LLC114,635
12.5% of portfolio›$36.4M
Journey Advisory Group, LLC110,125
2.6% of portfolio›$34.9M
Oppenheimer & Co Inc107,382
0.4% of portfolio›$34.1M
New York Life Investment Management LLC107,346
0.2% of portfolio›$34.1M
Kestra Advisory Services, LLC103,460
0.1% of portfolio›$32.8M
Bell Investment Advisors, Inc77,998
3.6% of portfolio›$24.8M
SteelPeak Wealth, LLC75,144
0.6% of portfolio›$23.8M
Glenview Trust Co73,592
0.3% of portfolio›$23.4M
Straight Path Wealth Management73,261
5.2% of portfolio›$23.2M
Truist Financial Corp69,021
0.0% of portfolio›$21.9M
Creative Planning68,645
0.0% of portfolio›$21.8M
D'Orazio & Associates, Inc.66,161
2.3% of portfolio›$21.0M
Sagespring Wealth Partners, LLC63,245
0.3% of portfolio›$20.1M
Convergence Financial, LLC61,749
2.7% of portfolio›$19.6M
Atria Investments, Inc60,694
0.2% of portfolio›$19.3M
Trinity Wealth Management, LLC59,370
6.0% of portfolio›$18.8M
CPC Advisors, LLC59,005
2.5% of portfolio›$18.7M
Vise Technologies, Inc.56,041
0.1% of portfolio›$17.8M
Anderson Hoagland & Co55,333
1.2% of portfolio›$16.0M
Southern Farm Bureau Life Insurance54,875
1.6% of portfolio›$17.4K
Prime Capital Investment Advisors, LLC53,534
0.2% of portfolio›$17.0M
Solidarity Wealth, LLC50,248
2.8% of portfolio›$15.9M
MGO One Seven LLC48,271
0.3% of portfolio›$15.3M
Davidson Investment Advisors48,233
0.6% of portfolio›$15.3M
Sharkey, Howes & Javer48,103
1.8% of portfolio›$15.3M
Well Done, LLC45,105
2.0% of portfolio›$14.3M
Royal Fund Management, LLC42,900
1.1% of portfolio›$13.6M
First Heartland Consultants, Inc.42,697
0.9% of portfolio›$13.5M
Park Avenue Securities LLC41,364
0.0% of portfolio›$13.1K
Scissortail Wealth Management, LLC41,083
2.4% of portfolio›$13.0M
Chicago Partners Investment Group LLC40,622
0.2% of portfolio›$11.8M
Garrett Wealth Advisory Group, LLC39,808
1.9% of portfolio›$12.6M
Elevation Point Wealth Partners, LLC39,562
0.2% of portfolio›$12.6M
Meredith Wealth Planning38,179
3.0% of portfolio›$12.1M
Washburn Capital Management, Inc.37,884
5.9% of portfolio›$12.0M
Trilogy Capital Inc.37,498
0.5% of portfolio›$11.9M
D.A. Davidson & Co.37,235
0.1% of portfolio›$11.8M
Jmac Enterprises LLC35,545
1.9% of portfolio›$11.3M
Alliance Wealth Advisors, LLC34,895
2.0% of portfolio›$11.1M
Elevated Financial Group LLC33,151
2.9% of portfolio›$10.5M
Financial Architects, LLC32,415
5.3% of portfolio›$10.3M
Concurrent Investment Advisors, LLC31,577
0.1% of portfolio›$10.0M
Brickley Wealth Management31,567
1.4% of portfolio›$10.0M
IFP Advisors, Inc30,853
0.2% of portfolio›$9.8M
Unison Advisors LLC30,592
0.7% of portfolio›$9.7M
Mirae Asset Global Investments Co., Ltd.30,000
0.0% of portfolio›$9.5M
Kestra Private Wealth Services, LLC29,127
0.1% of portfolio›$9.2M
PW Nova Financial Services LLC28,644
1.9% of portfolio›$9.1M
15 Wealth Advisors LLC27,634
2.2% of portfolio›$8.8M
Capital Planning LLC27,437
2.3% of portfolio›$8.7M
Choreo, LLC27,130
0.1% of portfolio›$8.6M
Asset Advisors Investment Management, LLC26,893
0.7% of portfolio›$8.5M
Professional Financial Advisors, LLC26,704
1.4% of portfolio›$8.5M
Mascoma Wealth Management LLC25,365
1.5% of portfolio›$8.0M
RHS Financial, LLC25,286
2.7% of portfolio›$8.0M
Tactive Advisors, LLC24,821
1.9% of portfolio›$7.9M
SAX Wealth Advisors, LLC24,639
0.2% of portfolio›$7.8M
Kingswood Wealth Advisors, LLC24,600
0.3% of portfolio›$7.8M
Beacon Financial Planning, Inc24,273
2.6% of portfolio›$7.7M
Apollon Wealth Management, LLC23,565
0.1% of portfolio›$7.5M
Indivisible Partners23,095
0.3% of portfolio›$7.3M
Del-Sette Capital Management, LLC22,483
4.2% of portfolio›$7.1M
Peddock Capital Advisors, LLC22,445
1.4% of portfolio›$7.1M
Independent Financial Group, LLC21,159
0.1% of portfolio›$6.7M
Basso Capital Management, L.P.20,591
1.4% of portfolio›$6.5M
Archvest Wealth Advisors, Inc.20,433
3.3% of portfolio›$6.5M
First Business Financial Services, Inc.20,335
0.5% of portfolio›$6.5M
Keystone Global Partners, LLC20,142
2.3% of portfolio›$6.4M
Guerra PAN Advisors, LLC19,962
3.4% of portfolio›$5.9M
Farther Finance Advisors, LLC18,568
0.0% of portfolio›$5.9M
Sowell Financial Services LLC18,309
0.2% of portfolio›$5.8M
ShoreHaven Wealth Partners, LLC18,044
1.8% of portfolio›$5.7M
Capital Investment Advisors, LLC17,905
0.1% of portfolio›$5.7M
Signature Estate & Investment Advisors LLC17,866
0.1% of portfolio›$5.7M
Brookstone Capital Management17,374
0.1% of portfolio›$5.5M
Lineweaver Wealth Advisors, LLC16,772
0.6% of portfolio›$5.3M
Ascentis Independent Advisors16,319
0.3% of portfolio›$5.2M
Independent Solutions Wealth Management, LLC15,182
0.6% of portfolio›$4.8M
Sigma Planning Corp15,155
0.1% of portfolio›$4.7M
Columbia Advisory Partners LLC15,079
2.6% of portfolio›$4.8M
Csenge Advisory Group14,779
0.2% of portfolio›$4.7M
Tsfg, LLC14,521
0.0% of portfolio›$4.6K
Advantage Trust Co14,162
1.6% of portfolio›$4.5M
Arrow Investment Advisors, LLC14,150
3.9% of portfolio›$4.5M
Southland Equity Partners LLC13,556
0.7% of portfolio›$4.3M
Pettinga Financial Advisors LLC13,463
0.7% of portfolio›$4.3M
Genesee Capital Advisors, LLC12,991
1.3% of portfolio›$4.1M
Financiere des Professionnels - Fonds d'investissement inc.12,900
0.2% of portfolio›$4.1M
Davenport & Co LLC12,891
0.0% of portfolio›$4.1M
Clearview Wealth Management LLC12,668
3.0% of portfolio›$4.0M
Whipplewood Advisors, LLC12,660
2.7% of portfolio›$4.0M
Keeler & Nadler Financial Planning & Wealth Management12,627
1.1% of portfolio›$4.0M
Sovran Advisors, LLC12,553
0.3% of portfolio›$3.7M
Forthright Family Wealth Advisory LLC12,227
2.2% of portfolio›$3.9M
Pinion Investment Advisors, LLC11,534
0.6% of portfolio›$3.7M
Bright Financial Advisors, Inc.11,471
1.5% of portfolio›$3.6M
RFG Advisory, LLC11,367
0.1% of portfolio›$3.6M
KFG LLC11,254
2.4% of portfolio›$3.6M
Roman Butler Fullerton & Co11,241
0.8% of portfolio›$3.3M
ARQ Wealth Advisors, LLC11,087
0.4% of portfolio›$3.5M
Capital Investment Advisory Services, LLC11,019
0.2% of portfolio›$3.5M
Weaver Consulting Group10,745
0.7% of portfolio›$3.4M
Detalus Advisors, LLC10,593
0.7% of portfolio›$3.4M
Pinnacle Associates LTD10,385
0.0% of portfolio›$3.3M
New England Private Wealth Advisors LLC10,339
0.3% of portfolio›$3.3M
Hudson Oak Wealth Advisory LLC10,231
2.5% of portfolio›$3.2M
Tempo Wealth, LLC10,114
0.4% of portfolio›$3.2M
Schear Investment Advisers, LLC10,114
0.4% of portfolio›$3.2M
Advus Financial Partners, LLC10,056
0.9% of portfolio›$3.2M
Sweeney & Michel, LLC9,957
0.8% of portfolio›$3.2M
Sanchez Wealth Management Group9,845
9.4% of portfolio›$3.1M
Clarus Wealth Advisors9,616
1.1% of portfolio›$3.1M
Cassia Capital Partners, LLC9,576
1.5% of portfolio›$3.0M
Parallel Advisors, LLC9,534
0.0% of portfolio›$3.0M
LexAurum Advisors, LLC9,502
0.3% of portfolio›$3.0M
Alterna Wealth Management, Inc9,142
1.6% of portfolio›$2.9M
Crestwood Advisors Group, LLC9,082
0.0% of portfolio›$2.9M
Ashton Thomas Securities, LLC8,910
0.3% of portfolio›$2.8M
Trust Co8,771
0.2% of portfolio›$2.8M
Sound Income Strategies, LLC8,762
0.1% of portfolio›$2.8M
Caliber Wealth Management, LLC / KS8,454
0.3% of portfolio›$2.7M
Elm3 Financial Group, LLC8,280
1.8% of portfolio›$2.6M
Ashton Thomas Private Wealth, LLC8,257
0.1% of portfolio›$2.6M
Strategic Blueprint, LLC8,244
0.1% of portfolio›$2.6M
Flagship Capital Management Inc.8,238
1.6% of portfolio›$2.6M
Legacy Private Trust Co.8,108
0.1% of portfolio›$2.6M
Financial Enhancement Group LLC7,990
0.3% of portfolio›$2.6M
Fortune Financial Group, Inc.7,886
2.2% of portfolio›$2.5M
Focus Financial Network, Inc.7,869
0.1% of portfolio›$2.5M
Diversify Advisory Services, LLC7,787
0.0% of portfolio›$2.3M
Diversify Wealth Management, LLC7,787
0.0% of portfolio›$2.3M
Physician Wealth Advisors, Inc.7,778
0.3% of portfolio›$2.5M
HB Wealth Management, LLC7,525
0.0% of portfolio›$2.4M
CFS Investment Advisory Services, LLC7,512
0.2% of portfolio›$2.4M
NTV Asset Management LLC7,471
0.2% of portfolio›$2.4M
Goldstein Advisors, LLC7,419
0.2% of portfolio›$2.4M
Lodestone Wealth Management LLC7,400
0.8% of portfolio›$2.3M
Summit Wealth Group LLC / Co7,314
0.1% of portfolio›$2.3M
Firethorn Wealth Partners, LLC7,294
0.7% of portfolio›$2.3M
Marino, Stram & Associates LLC7,095
0.3% of portfolio›$2.3M
Partners Wealth Management, LLC6,972
0.2% of portfolio›$2.2M
Fermata Advisors, LLC6,940
0.4% of portfolio›$2.2M
Golden State Wealth Management, LLC6,901
0.2% of portfolio›$2.2M
Polaris Investment Advisors, LLC6,831
1.4% of portfolio›$2.2M
Clear Creek Financial Management, LLC6,820
0.2% of portfolio›$2.2M
Bryant Woods Investment Advisors, LLC6,796
0.6% of portfolio›$2.2M
Trek Financial, LLC6,755
0.1% of portfolio›$2.1M
Wedbush Securities Inc6,617
0.0% of portfolio›$2.1K
Magnus Financial Group LLC6,571
0.1% of portfolio›$2.1M
Provenance Wealth Advisors, LLC6,541
0.1% of portfolio›$2.1M
Avior Wealth Management, LLC6,498
0.1% of portfolio›$2.1M
Berbice Capital Management LLC6,487
1.0% of portfolio›$2.1M
Bison Wealth, LLC6,414
0.2% of portfolio›$2.0M
Decker Wealth Management LLC6,307
0.4% of portfolio›$2.0M
Chapin Davis, Inc.6,157
0.4% of portfolio›$2.0M
Pinnacle Wealth Management Advisory Group, LLC6,066
0.1% of portfolio›$1.9M
Patten & Patten Inc5,992
0.1% of portfolio›$1.9M
McNaughton Wealth Management, LLC5,904
0.7% of portfolio›$1.9M
Fifth Third Securities, Inc.5,882
0.1% of portfolio›$1.9M
Lanark Financial, Inc.5,871
0.1% of portfolio›$1.9M
Blake Schutter Theil Wealth Advisors, LLC5,840
1.3% of portfolio›$1.9M
Bernardo Wealth Planning LLC5,822
0.2% of portfolio›$1.8M
Patriot Financial Group Insurance Agency, LLC5,737
0.2% of portfolio›$1.8M
ACT Advisors, Llc.5,647
0.6% of portfolio›$1.8M
Spire Wealth Management5,569
0.1% of portfolio›$1.8M
Simplex Trading, LLC5,474
0.0% of portfolio›$1.7M
Prospera Financial Services Inc5,400
0.0% of portfolio›$1.5M
Global Wealth Strategies & Associates5,342
0.3% of portfolio›$1.7M
Novem Group5,218
0.2% of portfolio›$1.7M
Horst & Graben Wealth Management LLC5,210
0.2% of portfolio›$1.7M
PKS Advisory Services, LLC5,102
0.3% of portfolio›$1.7M
West Financial Advisors, LLC5,092
0.2% of portfolio›$1.6M
Tctc Holdings, LLC5,034
0.0% of portfolio›$1.6M
Insight Wealth Strategies, LLC5,004
0.2% of portfolio›$1.6M
Planned Solutions, Inc.4,835
0.4% of portfolio›$1.5M
Moulton Wealth Management, Inc4,830
1.0% of portfolio›$1.5M
Genus Capital Management Inc.4,702
0.1% of portfolio›$1.5M
ERn Financial, LLC4,679
0.2% of portfolio›$1.5M
McKinley Carter Wealth Services, Inc.4,654
0.1% of portfolio›$1.5M
Citizens National Bank Trust Department4,629
0.2% of portfolio›$1.5M
Lloyd Advisory Services, Llc.4,612
0.6% of portfolio›$1.5M
Balefire, LLC4,594
0.2% of portfolio›$1.5M
Peak Wealth Management LLC4,591
0.9% of portfolio›$1.4M
Focused Wealth Management, Inc4,589
0.1% of portfolio›$1.5M
WPG Advisers, LLC4,538
0.8% of portfolio›$1.4M
Nova R Wealth, Inc.4,526
0.4% of portfolio›$1.4M
Three Magnolias Financial Advisors, LLC4,492
0.9% of portfolio›$1.4M
Modera Wealth Management, LLC4,473
0.0% of portfolio›$1.4M
Fragasso Financial Advisors Inc4,453
0.1% of portfolio›$1.4M
Perigon Wealth Management, LLC4,432
0.0% of portfolio›$1.4M
Sumitomo Mitsui DS Asset Management Company, Ltd4,423
0.0% of portfolio›$1.4M
Aspect Partners, LLC4,402
0.5% of portfolio›$1.4M
First Citizens Financial Corp4,296
0.6% of portfolio›$1.4M
Trueblood Wealth Management, LLC4,271
0.5% of portfolio›$1.4M
Gilbert Capital Group, Inc.4,241
0.9% of portfolio›$1.3M
Spectrum Strategic Capital Management, LLC4,180
0.7% of portfolio›$1.3M
Deltec Asset Management LLC4,160
0.2% of portfolio›$1.3M
Creative Financial Designs Inc4,137
0.1% of portfolio›$1.3M
Apeiron RIA LLC4,073
0.3% of portfolio›$1.3M
United Advisor Group, LLC4,073
0.1% of portfolio›$1.3M
PFG Advisors4,002
0.1% of portfolio›$1.3M
Silverlake Wealth Management LLC3,923
0.2% of portfolio›$1.2M
Valeo Financial Advisors, LLC3,830
0.0% of portfolio›$1.2M
Armstrong Advisory Group, Inc3,829
0.1% of portfolio›$1.2M
Centurion Wealth Management LLC3,826
0.3% of portfolio›$1.2M
One Way Holdings LLC3,806
0.1% of portfolio›$1.2M
GSG Advisors LLC3,712
0.2% of portfolio›$1.2M
Exchange Traded Concepts, LLC3,706
0.0% of portfolio›$1.2M
Shore Point Advisors, LLC3,670
0.4% of portfolio›$1.2M
Sherman Wealth Management LLC3,567
0.8% of portfolio›$1.1M
Cornerstone Planning Group LLC3,553
0.1% of portfolio›$1.1M
Gallacher Capital Management LLC3,522
0.9% of portfolio›$1.1M
Verdence Capital Advisors LLC3,452
0.0% of portfolio›$1.1M
Waystone Advisors LLC3,414
0.9% of portfolio›$1.2M
Private Trust Co NA3,354
0.1% of portfolio›$1.1M
Facet Wealth, Inc.3,263
0.0% of portfolio›$1.0M
VestGen Advisors, LLC3,251
0.0% of portfolio›$1.0M
Wealthcare Advisory Partners LLC3,251
0.0% of portfolio›$1.0M
Quartz Partners, LLC3,219
0.3% of portfolio›$1.0M
Sterling Group Wealth Management, LLC3,181
0.4% of portfolio›$1.0M
Cowa, LLC3,181
0.2% of portfolio›$1.0M
Power Wealth Management LLC3,156
0.3% of portfolio›$1.0M
Claro Advisors Inc.3,149
0.1% of portfolio›$999.3K
Soltis Investment Advisors LLC3,111
0.0% of portfolio›$987.4K
CRA Financial Services, LLC3,095
0.1% of portfolio›$982.2K
Security Financial Services, Inc.3,079
0.1% of portfolio›$977.1K
BCU Wealth Advisors, LLC3,029
0.3% of portfolio›$961.2K
Eagle Strategies LLC3,019
0.1% of portfolio›$958.1K
Buck Wealth Strategies, LLC2,990
0.1% of portfolio›$949.0K
MBE Wealth Management, LLC2,988
0.3% of portfolio›$948.3K
Brighton Jones LLC2,984
0.0% of portfolio›$947.1K
Nilsine Partners, LLC2,963
0.1% of portfolio›$940.3K
Integrity Advisory Solutions, LLC2,902
0.1% of portfolio›$921.2K
B. Riley Wealth Advisors, Inc.2,839
0.0% of portfolio›$900.8K
Capital Squared Financial LLC2,825
0.6% of portfolio›$896.6K
Vavra Capital Management, LLC2,810
0.8% of portfolio›$891.7K
Beacon Financial Group2,809
0.1% of portfolio›$891.3K
Stage Harbor Financial, LLC2,800
0.5% of portfolio›$888.6K
Asset One Wealth Management LLC2,797
0.1% of portfolio›$887.6K
Forvis Mazars Wealth Advisors, LLC2,765
0.0% of portfolio›$877.5K
Virtus Family Office LLC2,739
0.7% of portfolio›$869.2K
Galvin, Gaustad & Stein, LLC2,731
0.1% of portfolio›$866.7K
Harbor Investment Advisory, LLC2,707
0.1% of portfolio›$859.0K
Midwest Capital Advisors, LLC2,685
0.3% of portfolio›$852.2K
FSM Wealth Advisors, LLC2,684
0.1% of portfolio›$859.0K
Flagstar Securities, Inc2,665
0.3% of portfolio›$845.7K
Cyndeo Wealth Partners, LLC2,651
0.0% of portfolio›$841.3K
Elmwood Wealth Management, Inc.2,650
0.2% of portfolio›$841.0K
Omni 360 Wealth, Inc.2,638
0.4% of portfolio›$837.1K
Lee Financial Co2,611
0.1% of portfolio›$828.6K
Independent Wealth Network Inc.2,579
0.2% of portfolio›$818.6K
Joel Adams & Associates, Inc.2,550
0.5% of portfolio›$809.2K
MTM Investment Management, LLC2,522
0.2% of portfolio›$800.3K
Busey Bank2,480
0.0% of portfolio›$787.0K
Activest Wealth Management2,473
0.1% of portfolio›$784.8K
ADG Wealth Management Group, LLC2,454
0.5% of portfolio›$778.9K
Fingerlakes Wealth Management, Inc.2,441
0.4% of portfolio›$774.6K
Ethic Inc.2,437
0.0% of portfolio›$773.3K
Avantra Family Wealth, Inc.2,434
0.5% of portfolio›$772.5K
Northland Securities, Inc.2,433
0.5% of portfolio›$772.1K
Lantz Financial LLC2,432
0.1% of portfolio›$771.8K
Keystone Financial Group, Inc.2,431
0.4% of portfolio›$771.5K
Tcfg Investment Advisors, LLC2,400
0.3% of portfolio›$761.7K
McCarley & Cook Financial Planners2,374
0.6% of portfolio›$753.4K
Ascent Group, LLC2,370
0.0% of portfolio›$752.0K
Quadrant Private Wealth Management, LLC2,359
0.1% of portfolio›$748.6K
Bucket List Wealth Management, LLC2,352
0.4% of portfolio›$746.4K
Atlas Brown,Inc.2,318
0.2% of portfolio›$735.6K
Glass Jacobson Investment Advisors llc2,317
0.2% of portfolio›$735.3K
Spectrum Wealth Advisory Group, LLC2,274
0.2% of portfolio›$721.6K
LS Investment Advisors, LLC2,260
0.1% of portfolio›$717.2K
StoneX Group Inc.2,246
0.0% of portfolio›$712.7K
Ocean Park Asset Management, LLC2,216
0.0% of portfolio›$703.2K
Mallini Complete Financial Planning LLC2,212
0.5% of portfolio›$702.1K
Selby Wealth Management, LLC2,204
0.2% of portfolio›$699.3K
Dynamic Advisor Solutions LLC2,133
0.0% of portfolio›$676.9K
TFB Advisors LLC2,121
0.3% of portfolio›$673.1K
Integrity Alliance, Llc.2,110
0.0% of portfolio›$669.6K
HBW Advisory Services LLC2,104
0.1% of portfolio›$667.6K
Gibbs Wealth Management2,089
0.1% of portfolio›$662.9K
First Bank & Trust2,079
0.1% of portfolio›$659.8K
Rinkey Investments2,056
0.2% of portfolio›$652.5K
Invested Advisors2,040
0.6% of portfolio›$647.4K
RiverTree Advisors, LLC2,033
0.4% of portfolio›$645.2K
ASL Financial, LLC2,031
0.4% of portfolio›$644.5K
Heirloom Wealth Management2,009
0.1% of portfolio›$637.5K
Robertson Stephens Wealth Management, LLC1,985
0.0% of portfolio›$629.9K
Brandywine OAK Private Wealth LLC1,974
0.0% of portfolio›$626.4K
SeaCrest Wealth Management, LLC1,970
0.1% of portfolio›$625.3K
WealthPoint Financial, LLC1,958
0.4% of portfolio›$621.4K
Santori & Peters, Inc.1,923
0.2% of portfolio›$610.3K
Legacy Solutions, LLC1,922
0.5% of portfolio›$609.9K
Walser Wealth Management Company, A Ltd Liability Co1,918
0.2% of portfolio›$608.8K
Legacy Advisors, LLC1,914
0.1% of portfolio›$607.4K
46 Peaks LLC1,898
0.4% of portfolio›$602.3K
Allen Capital Group, LLC1,896
0.0% of portfolio›$601.7K
Brown Miller Wealth Management, LLC1,888
0.1% of portfolio›$599.1K
Onyx Bridge Wealth Group LLC1,857
0.1% of portfolio›$589.4K
LongView Wealth Management1,846
0.1% of portfolio›$585.9K
L. Roy Papp & Associates, LLP1,845
0.1% of portfolio›$585.5K
Tufton Capital Management1,838
0.0% of portfolio›$583
Williams & Novak Wealth Management, LLC1,827
0.3% of portfolio›$579.8K
Horizon Wealth Management, LLC1,820
0.1% of portfolio›$577.5K
Mosley Wealth Management1,774
0.2% of portfolio›$534.9K
Clark Asset Management, LLC1,763
0.0% of portfolio›$559.4K
Factor Wealth Management LTD1,748
0.1% of portfolio›$554.7K
First Merchants Corp1,745
0.0% of portfolio›$553.8K
Signature Equity Partners, LLC1,737
0.2% of portfolio›$551.2K
Interchange Capital Partners, LLC1,734
0.1% of portfolio›$550.3K
Trust Co of the South1,725
0.1% of portfolio›$547.4K
Breakwater Capital Group1,722
0.1% of portfolio›$546.6K
Maia Wealth LLC1,715
0.1% of portfolio›$544.1K
Bryn Mawr Trust Advisors, LLC1,702
0.0% of portfolio›$540.1K
Syntegra Private Wealth Group, LLC1,696
0.0% of portfolio›$538.1K
Teamwork Financial Advisors, LLC1,687
0.1% of portfolio›$535.5K
LifeSteps Financial, Inc.1,677
0.3% of portfolio›$532.3K
Greenleaf Trust1,669
0.0% of portfolio›$529.6K
Cypress Wealth Services, LLC1,668
0.1% of portfolio›$537.8K
Opinicus Capital, Inc.1,667
0.3% of portfolio›$528.9K
Acorn Wealth Advisors, LLC1,655
0.1% of portfolio›$525.2K
Merited Wealth, LLC1,653
0.4% of portfolio›$524.4K
Accredited Investor Services, LLC1,643
0.3% of portfolio›$521.4K
Parsons Capital Management Inc1,634
0.0% of portfolio›$518.5K
WealthBridge Capital Management, LLC1,628
0.1% of portfolio›$516.6K
White Lighthouse Investment Management Inc.1,622
0.1% of portfolio›$514.7K
Cooper Financial Group1,610
0.0% of portfolio›$510.8K
Center For Asset Management LLC1,606
0.2% of portfolio›$509.2K
Washington Trust Advisors, Inc.1,600
0.0% of portfolio›$507.7K
Ryan Investment Management, Inc.1,584
0.2% of portfolio›$502.6K
WBH Advisory Inc1,564
0.0% of portfolio›$496.2K
Avidian Wealth Enterprises, LLC1,559
0.0% of portfolio›$494.6K
KCM Investment Advisors LLC1,548
0.0% of portfolio›$491.1K
Financial Life Advisors1,527
0.1% of portfolio›$484.6K
Aprio Wealth Management, LLC1,514
0.0% of portfolio›$480.6K
Newman Dignan & Sheerar, Inc.1,492
0.1% of portfolio›$473.3K
Root Financial Partners, LLC1,490
0.0% of portfolio›$472.9K
Quadcap Wealth Management, LLC1,489
0.0% of portfolio›$472.5K
Signal Advisors Wealth, LLC1,484
0.0% of portfolio›$471.0K
Compass Ion Advisors, LLC1,468
0.0% of portfolio›$465.9K
Almanack Investment Partners, Llc.1,459
0.1% of portfolio›$463.0K
Lunt Capital Management, Inc.1,457
0.2% of portfolio›$462.4K
Beacon Financial Advisory LLC1,448
0.1% of portfolio›$459.6K
Oppenheimer Asset Management Inc.1,443
0.0% of portfolio›$457.9K
Successful Portfolios LLC1,426
0.2% of portfolio›$460.9K
Mather Group, Llc.1,418
0.0% of portfolio›$449.9K
World Equity Group, Inc.1,401
0.2% of portfolio›$444.6K
Berkshire Money Management, Inc.1,391
0.0% of portfolio›$441.3K
SYM Financial Corp1,381
0.0% of portfolio›$438.2K
Midwest Trust Co1,375
0.0% of portfolio›$436.3K
Destiny Wealth Partners, LLC1,366
0.0% of portfolio›$375.8K
Baron Financial Group, LLC1,365
0.2% of portfolio›$433.2K
JBR Co Financial Management Inc1,357
0.2% of portfolio›$445.2K
Elevated Capital Advisors, LLC1,343
0.1% of portfolio›$426.2K
Fifth Third Wealth Advisors LLC1,343
0.0% of portfolio›$426.2K
AlphaStar Capital Management, LLC1,340
0.0% of portfolio›$425.1K
Axxcess Wealth Management, LLC1,335
0.0% of portfolio›$423.8K
Fairvoy Private Wealth, LLC1,329
0.1% of portfolio›$421.8K
Ferguson Wellman Capital Management, Inc1,314
0.0% of portfolio›$417.0K
Summit Place Financial Advisors, LLC1,296
0.2% of portfolio›$411.3K
Aviance Capital Partners, LLC1,290
0.0% of portfolio›$409.4K
Blue Capital, Inc.1,286
0.3% of portfolio›$408.0K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors1,280
0.0% of portfolio›$406.3K
USAdvisors Wealth Management, LLC1,268
0.0% of portfolio›$402
HMV Wealth Advisors, LLC1,268
0.2% of portfolio›$402.4K
Blackston Financial Advisory Group, LLC1,266
0.2% of portfolio›$401.8K
Curran Financial Partners, LLC1,249
0.1% of portfolio›$396.5K
Braun-Bostich & Associates Inc.1,240
0.2% of portfolio›$393.5K
Rede Wealth, LLC1,238
0.1% of portfolio›$392.9K
KW Wealth Management LLC1,221
0.3% of portfolio›$387.5K
Venture Visionary Partners LLC1,215
0.0% of portfolio›$385.9K
CogentBlue Wealth Advisors, LLC1,212
0.4% of portfolio›$384.6K
Whalen Wealth Management Inc.1,207
0.2% of portfolio›$383.0K
Strategy Asset Managers LLC1,206
0.1% of portfolio›$382.7K
Cherry Tree Wealth Management, LLC1,202
0.1% of portfolio›$381.4K
One Advisory Partners, LLC1,191
0.1% of portfolio›$378.0K
Entrewealth, LLC1,164
0.1% of portfolio›$369.4K
Stackstone Wealth, LLC1,154
0.0% of portfolio›$366.2K
Strid Group, LLC1,152
0.0% of portfolio›$365.7K
Royal Harbor Partners, LLC1,146
0.1% of portfolio›$363.7K
Lincoln Capital Corp1,145
0.1% of portfolio›$363.4K
James J. Burns & Company, LLC1,128
0.0% of portfolio›$357.8K
Ergawealth Advisors, Inc.1,100
0.1% of portfolio›$349.2K
New Hampshire Trust1,095
0.1% of portfolio›$347.5K
JB Capital LLC1,091
0.0% of portfolio›$346.3K
Wilmington Savings Fund Society, FSB1,084
0.0% of portfolio›$344.0K
Portside Wealth Group, LLC1,082
0.0% of portfolio›$343.4K
4J Wealth Management LLC1,078
0.2% of portfolio›$342.1K
Simplicity Wealth,LLC1,072
0.0% of portfolio›$340.1K
Leo Wealth, LLC1,068
0.1% of portfolio›$338.8K
Sierra Ocean, LLC1,060
0.2% of portfolio›$336.4K
St. Clair Advisors, LLC1,060
0.1% of portfolio›$336.4K
Canandaigua National Trust Co of Florida1,059
0.2% of portfolio›$336.1K
Keystone Wealth Services, LLC1,050
0.1% of portfolio›$332.8K
BridgePort Financial Solutions, LLC1,047
0.1% of portfolio›$332.3K
Mainstream Capital Management LLC1,043
0.2% of portfolio›$331.0K
Summit Investment Advisory Services, LLC1,042
0.1% of portfolio›$330.5K
GoalVest Advisory LLC1,031
0.1% of portfolio›$327.2K
Kohmann Bosshard Financial Services, LLC1,029
0.0% of portfolio›$326.5K
Heritage OAK Wealth Advisors LLC1,025
0.1% of portfolio›$325.3K
Visionary Wealth Advisors1,017
0.0% of portfolio›$322.8K
W Advisors, LLC1,014
0.1% of portfolio›$321.8K
Sound Financial Strategies Group, LLC998
0.2% of portfolio›$316.7K
Accredited Investors Inc.987
0.0% of portfolio›$313.2K
Tennessee Valley Asset Management Partners981
0.0% of portfolio›$311.3K
Integrated Advisors Network LLC973
0.0% of portfolio›$308.7K
CGN Advisors LLC970
0.0% of portfolio›$307.8K
Investment Advisory Services Inc960
0.1% of portfolio›$304.6K
Opulen Financial Group LLC952
0.2% of portfolio›$302.2K
MinichMacGregor Wealth Management, LLC949
0.0% of portfolio›$301.2K
Wespac Advisors SoCal, LLC948
0.1% of portfolio›$300.8K
SC&H Financial Advisors, Inc.942
0.0% of portfolio›$298.8K
Stonebridge Wealth Management, LLC941
0.3% of portfolio›$298.6K
Wealth Enhancement Trust Services, Inc.934
0.0% of portfolio›$296.4K
Intelligence Driven Advisers, LLC927
0.1% of portfolio›$294.2K
B.A. Schrock Wealth Management, Inc.926
0.1% of portfolio›$297.1K
Verus Capital Partners, LLC925
0.0% of portfolio›$293.6K
Financial Futures Ltd Liability Co.905
0.1% of portfolio›$287.3K
Laurel OAK Wealth Management, LLC896
0.0% of portfolio›$284.3K
Accel Wealth Management886
0.1% of portfolio›$281.2K
Noesis Capital Mangement Corp869
0.0% of portfolio›$275.8K
Atticus Wealth Management, LLC852
0.1% of portfolio›$270.2K
Marin Bay Wealth Advisors, LLC848
0.1% of portfolio›$269.3K
Apollon Financial, LLC847
0.0% of portfolio›$268.8K
Sage Capital Advisors,llc844
0.1% of portfolio›$267.7K
XY Planning Network, Inc.844
0.0% of portfolio›$268.0K
Leelyn Smith, LLC843
0.0% of portfolio›$267.4K
Insight Advisors, LLC/ PA842
0.0% of portfolio›$267.4K
Client 1ST Advisory Group, LLC842
0.1% of portfolio›$267.2K
Kroeger Financial Partners839
0.3% of portfolio›$266.2K
Wealth Quarterback LLC837
0.1% of portfolio›$265.7K
First Premier Bank834
0.0% of portfolio›$265
Key FInancial Inc832
0.0% of portfolio›$264.0K
Connecticut Capital Management Group, LLC830
0.2% of portfolio›$263.4K
Courier Capital LLC826
0.0% of portfolio›$262.1K
Selective Wealth Management, Inc.826
0.1% of portfolio›$249.2K
Stone House Investment Management, LLC809
0.0% of portfolio›$256.7K
IPG Investment Advisors LLC808
0.0% of portfolio›$256.4K
Peoples Bank800
0.1% of portfolio›$253.9K
Asset Dedication, LLC799
0.0% of portfolio›$253.6K
Apex Wealth Management, LLC794
0.1% of portfolio›$252.0K
Meridian Investment Counsel Inc.794
0.1% of portfolio›$252.0K
Aspiriant, LLC793
0.0% of portfolio›$251.7K
HUB Investment Partners, LLC793
0.0% of portfolio›$251.7K
Vontobel Holding Ltd.792
0.0% of portfolio›$251.3K
Capital Advisors Wealth Management, LLC792
0.0% of portfolio›$251.4K
Briggs Wealth Management, Inc791
0.2% of portfolio›$251.0K
Tenet Wealth Partners, LLC783
0.2% of portfolio›$248.5K
Sepio Capital, LP774
0.0% of portfolio›$245.6K
Gilpin Wealth Management, LLC773
0.2% of portfolio›$245.3K
Blue Bell Private Wealth Management, LLC773
0.0% of portfolio›$245.4K
Pearl Planning LLC772
0.1% of portfolio›$245.0K
Evergreen Capital Management LLC770
0.0% of portfolio›$244.3K
Signaturefd, LLC762
0.0% of portfolio›$241.8K
Quadrant Capital Group LLC759
0.0% of portfolio›$237.7K
Financial Partners Group, Inc757
0.0% of portfolio›$240.2K
Bright Futures Wealth Management, Llc.742
0.2% of portfolio›$235.5K
BostonPremier Wealth LLC738
0.1% of portfolio›$234.1K
M Holdings Securities, Inc.735
0.1% of portfolio›$232.0K
Salomon & Ludwin, LLC733
0.0% of portfolio›$232.6K
Mission Wealth Management, LP728
0.0% of portfolio›$231.0K
Box Hill Private Wealth LLC728
0.2% of portfolio›$231.2K
Triad Wealth Partners, LLC726
0.0% of portfolio›$230.5K
May Hill Capital, LLC723
0.0% of portfolio›$229.3K
Cidel Asset Management Inc719
0.0% of portfolio›$228.2K
Valtinson Bruner Financial Planning LLC714
0.1% of portfolio›$226.7K
Outlook Wealth Advisors, LLC709
0.0% of portfolio›$225.1K
TCI Wealth Advisors, Inc.709
0.0% of portfolio›$225.1K
Cambridge Financial Group, LLC707
0.1% of portfolio›$242.4K
Realta Investment Advisors699
0.1% of portfolio›$221.8K
Tranquility Partners, LLC698
0.1% of portfolio›$221.5K
Hill Island Financial LLC697
0.0% of portfolio›$221.3K
DB&C Advisors, LLC692
0.2% of portfolio›$219.6K
Pinnacle Bancorp, Inc.691
0.1% of portfolio›$219.3K
Accurate Wealth Management, LLC673
0.0% of portfolio›$210.7K
Beacon Investment Advisory Services, Inc.672
0.0% of portfolio›$213.3K
Optivise Advisory Services LLC671
0.1% of portfolio›$212.9K
Kelly Financial Group LLC668
0.0% of portfolio›$212.0K
Veracity Capital LLC668
0.1% of portfolio›$212.0K
IMG Wealth Management, Inc.665
0.1% of portfolio›$211.0K
Poehling Capital Management, Inc.663
0.0% of portfolio›$210.4K
Harbor Capital Advisors, Inc.655
0.0% of portfolio›$208
Pacific Excel Wealth Advisors, Inc.653
0.2% of portfolio›$207.2K
Islay Capital Management, LLC652
0.1% of portfolio›$206.9K
Cap Partners, LLC652
0.1% of portfolio›$206.9K
Y.D. More Investments Ltd650
0.0% of portfolio›$205.8K
Wedmont Private Capital647
0.0% of portfolio›$205.2K
Ehrlich Financial Group646
0.1% of portfolio›$204.9K
City Center Advisors, LLC636
0.2% of portfolio›$201.8K
Gradient Investments LLC635
0.0% of portfolio›$201.5K
Redhawk Wealth Advisors, Inc.633
0.0% of portfolio›$201.0K
Asset Management One Co., Ltd.627
0.0% of portfolio›$199.0K
CoreCap Advisors, LLC626
0.0% of portfolio›$198.7K
Cassaday & Co Wealth Management LLC623
0.0% of portfolio›$197.7K
Curry Webb Wealth Management LLC618
0.1% of portfolio›$211.8K
American Capital Advisory, LLC578
0.1% of portfolio›$183.4K
Plante Moran Financial Advisors, LLC574
0.0% of portfolio›$182.3K
Trust Co of Vermont563
0.0% of portfolio›$178.7K
Harbor Asset Planning, Inc.562
0.1% of portfolio›$178.2K
Ascentis Wealth Management, LLC524
0.0% of portfolio›$166.3K
Team Financial Group, LLC464
0.1% of portfolio›$147.3K
Hazlett, Burt & Watson, Inc.461
0.1% of portfolio›$115.0K
Pinnacle Wealth Planning Services, Inc.436
0.0% of portfolio›$138.4K
Comprehensive Financial Planning, Inc.434
0.1% of portfolio›$137.8K
Parkside Financial Bank & Trust414
0.0% of portfolio›$131.4K
JFS Wealth Advisors, LLC408
0.0% of portfolio›$129.5K
Next Level Wealth Planning, LLC406
0.1% of portfolio›$128.8K
Signature Resources Capital Management, LLC390
0.1% of portfolio›$123.8K
Reap Financial Group, LLC365
0.0% of portfolio›$115.8K
Abound Wealth Management350
0.0% of portfolio›$111.2K
Westside Investment Management, Inc.346
0.0% of portfolio›$109.8K
Compass Financial Management LLC341
0.0% of portfolio›$108.2K
Angeles Wealth Management, LLC341
0.0% of portfolio›$108.2K
Pittenger & Anderson Inc338
0.0% of portfolio›$107.3K
Wells Financial Advisors Inc335
1.0% of portfolio›$106.3K
Gamma Investing LLC320
0.0% of portfolio›$101.5K
DecisionPoint Financial, LLC314
0.0% of portfolio›$100.8K
RMG Wealth Management LLC305
0.0% of portfolio›$88.0K
Richardson Financial Services Inc.300
0.1% of portfolio›$95.2K
Balance Wealth Partners LLC275
0.0% of portfolio›$87.3K
TD Waterhouse Canada Inc.267
0.0% of portfolio›$85.7K
Cullen T Bankers, Inc.256
0.0% of portfolio›$81.3K
CX Institutional255
0.0% of portfolio›$81
Independence Bank of Kentucky250
0.0% of portfolio›$79.3K
Latitude Advisors, LLC231
0.0% of portfolio›$73.4K
Nemes Rush Group LLC219
0.0% of portfolio›$69.5K
Quest 10 Wealth Builders, Inc.212
0.1% of portfolio›$67.4K
Financial Network Wealth Advisors LLC211
0.1% of portfolio›$67.0K
POM Investment Strategies, LLC195
0.0% of portfolio›$61.9K
Murphy & Mullick Capital Management Corp195
0.0% of portfolio›$61.9K
Kings Path Partners LLC192
0.0% of portfolio›$60.8K
EverSource Wealth Advisors, LLC189
0.0% of portfolio›$59.9K
Oakworth Capital, Inc.185
0.0% of portfolio›$58.7K
Halbert Hargrove Global Advisors, LLC183
0.0% of portfolio›$58.2K
Family Capital Trust Co176
0.0% of portfolio›$55.8K
AlphaCore Capital LLC170
0.0% of portfolio›$54.0K
Bay Harbor Wealth Management, LLC169
0.0% of portfolio›$53.6K
Bfsg, LLC166
0.0% of portfolio›$52.7K
Kingdom Financial Group Llc.165
0.0% of portfolio›$52.4K
Clark Wealth Partners159
0.0% of portfolio›$50.5K
Ares Financial Consulting, LLC156
0.0% of portfolio›$49.6K
Networth Advisors, LLC155
0.0% of portfolio›$49.2K
Spirit of America Management Corp147
0.0% of portfolio›$46.3K
Morling Financial Advisors, LLC147
0.0% of portfolio›$46.6K
Key Capital Management, Inc145
0.0% of portfolio›$46.0K
Duncker Streett & Co Inc120
0.0% of portfolio›$38.1K
Transce3nd, LLC116
0.0% of portfolio›$34.7K
TFC Financial Management, Inc.108
0.0% of portfolio›$34.3K
Turtle Creek Wealth Advisors, LLC108
0.0% of portfolio›$34.3K
Fairway Wealth LLC106
0.0% of portfolio›$33.6K
Register Financial Advisors LLC105
0.0% of portfolio›$33.3K
Yankcom Partnership99
0.0% of portfolio›$31.4K
Montgomery Financial Services LLC99
0.0% of portfolio›$31.4K
Central Pacific Bank - Trust Division97
0.0% of portfolio›$30.8K
Heritage Family Offices, LLP90
0.0% of portfolio›$28.4K
Advocate Investing Services LLC88
0.0% of portfolio›$27.9K
Cape Investment Advisory, Inc.88
0.0% of portfolio›$27.9K
Foster Dykema Cabot & Partners, LLC81
0.0% of portfolio›$25.7K
Reyes Financial Architecture, Inc.80
0.0% of portfolio›$25.4K
EPG Wealth Management LLC71
0.0% of portfolio›$22.5K
Caldwell Trust Co68
0.0% of portfolio›$21.6K
Concord Wealth Partners66
0.0% of portfolio›$20.9K
North Point Portfolio Managers Corp65
0.0% of portfolio›$20.6K
Elevate Wealth Advisory, Inc60
0.0% of portfolio›$19.0K
Planning Strategies Inc.60
0.0% of portfolio›$19.0K
Avion Wealth58
0.0% of portfolio›$18
Indiana Trust & Investment Management Co54
0.0% of portfolio›$17.1K
Essential Partners LLC50
0.0% of portfolio›$15.9K
Triumph Capital Management45
0.0% of portfolio›$14.3K
Pension & Wealth Management Advisors, Inc.45
0.0% of portfolio›$14.4K
Phillips Financial Management, LLC45
0.0% of portfolio›$14.3K
Hurley Capital, LLC36
0.0% of portfolio›$11.5K
Highline Wealth Partners LLC34
0.0% of portfolio›$10.9K
Trifecta Capital Advisors, LLC34
0.0% of portfolio›$10.8K
Cranbrook Wealth Management, LLC33
0.0% of portfolio›$10.5K
Vima LLC32
0.0% of portfolio›$10.2K
First Pacific Financial31
0.0% of portfolio›$9.9K
Arvest Investments, Inc.31
0.0% of portfolio›$9.8K
Atlantic Edge Private Wealth Management, LLC30
0.0% of portfolio›$9.5K
Pacific Center for Financial Services30
0.0% of portfolio›$9.5K
Townsend Asset Management Corp29
0.0% of portfolio›$9.1K
Costello Asset Management, Inc28
0.0% of portfolio›$8.8K
Dynamic Wealth Strategies, LLC27
0.0% of portfolio›$8.6K
High Note Wealth, LLC27
0.0% of portfolio›$8.6K
GK Wealth Management LLC26
0.0% of portfolio›$8.3K
Mcdonald Partners LLC25
0.0% of portfolio›$7.9K
Nfsg Corp23
0.0% of portfolio›$7.3K
Olistico Wealth, LLC23
0.0% of portfolio›$7.3K
Cordgrass Capital Advisors, LLC23
0.0% of portfolio›$7.3K
Meriwether Wealth & Planning, LLC21
0.0% of portfolio›$6.7K
Capital Advisors, Ltd. LLC19
0.0% of portfolio›$6
Adirondack Trust Co17
0.0% of portfolio›$5.4K
Godsey & Gibb, Inc16
0.0% of portfolio›$5.1K
Gleason Group, Inc.16
0.0% of portfolio›$5.1K
Dhjj Financial Advisors, Ltd.16
0.0% of portfolio›$5.1K
Allspring Global Investments Holdings, LLC14
0.0% of portfolio›$4.5K
Edgemoor Investment Advisors, Inc.14
0.0% of portfolio›$4.4K
Wolff Wiese Magana LLC13
0.0% of portfolio›$4.1K
Grove Bank & Trust13
0.0% of portfolio›$4.1K
Trust Co of Toledo NA12
0.0% of portfolio›$3.8K
SJS Investment Consulting Inc.11
0.0% of portfolio›$3.5K
Raleigh Capital Management Inc.11
0.0% of portfolio›$3.6K
NBT Bank, N.A.11
0.0% of portfolio›$3.5K
William Mack & Associates, Inc.10
0.0% of portfolio›$3.2K
United Financial Planning Group LLC9
0.0% of portfolio›$2.9K
TD Private Client Wealth LLC8
0.0% of portfolio›$2.5K
First Bancorp, Inc8
0.0% of portfolio›$2.5K
Financial Perspectives, Inc6
0.0% of portfolio›$1.9K
Versant Capital Management, Inc5
0.0% of portfolio›$1.6K
Nova Financial LLC5
0.0% of portfolio›$1.6K
Markowski Investments5
0.0% of portfolio›$1.6K
Elevation Wealth Partners, LLC2
0.0% of portfolio›$641
Rachor Investment Advisory Services, LLC2
0.0% of portfolio›$638
Retirement Wealth Solutions LLC1
0.0% of portfolio›$220
Elyxium Wealth, LLC1
0.0% of portfolio›$225
StyleTurnoverLocationFiled
State of Michigan Retirement System
1,317,990$418.3M1.9%IndexLowEast Lansing, MI2026-10-27
Blue Trust, Inc.
1,116,001$354.2M3.7%ETFLowBrentwood, TN2026-10-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
930,403$295.3M4.0%GrowthVery LowSeattle, WA2026-10-27
Orgel Wealth Management, LLC
854,260$271.1M5.1%ETFMediumAltoona, WI2026-10-14
Assetmark, Inc
762,847$242.1M0.4%ETFLowConcord, CA2026-10-21
Wealth Enhancement Advisory Services, LLC
588,631$186.8M0.3%CoreLowPlymouth, MN2026-10-13
Symmetry Partners, LLC
430,311$136.6M7.0%ETFLowGlastonbury, CT2026-10-27
Balentine LLC
379,032$120.3M4.5%ETFLowAtlanta, GA2026-11-03
High Probability Advisors, LLC
331,536$105.2M11.8%ETFVery LowPittsford, NY2026-10-19
Foster Group, Inc.
289,385$91.8M2.5%ETFVery LowUrbandale, IA2026-10-13
Commonwealth Equity Services, LLC
224,463$71.2M0.1%ETFLowWaltham, MA2026-11-02
Armbruster Capital Management, Inc.
205,082$65.1M9.8%ETFVery LowPittsford, NY2026-10-19
Kathmere Capital Management, LLC
198,256$62.9M3.0%ETFLowWayne, PA2026-10-20
Keybank National Association
178,845$56.8M0.2%CoreLowBrooklyn, OH2026-11-04
Lido Advisors, LLC
155,639$49.4M0.1%GrowthLowLos Angeles, CA2026-11-04
Acropolis Investment Management, LLC
139,272$44.2M1.8%ETFLowSt. Louis, MO2026-10-08
Mullooly Asset Management, Inc.
135,217$42.9M13.3%ETFVery LowWall Township, NJ2026-10-30
Cambridge Investment Research Advisors, Inc.
133,175$42.3K0.0%ETFLowFairfield, IA2026-11-02
1900 Wealth Management LLC
127,545$40.5M2.2%ETFLowSan Antonio, TX2026-10-13
Citigroup Inc
125,519$39.8M0.0%CoreMediumNew York, NY2026-11-04
Apella Capital, LLC
117,618$37.9M0.5%ETFVery LowWest Hartford, CT2026-10-08
Stonehearth Capital Management, LLC
114,635$36.4M12.5%ETFMediumDanvers, MA2026-10-13
Journey Advisory Group, LLC
110,125$34.9M2.6%CoreMediumCovington, KY2026-11-04
Oppenheimer & Co Inc
107,382$34.1M0.4%CoreLowNew York, NY2026-10-26
New York Life Investment Management LLC
107,346$34.1M0.2%GrowthLowNew York, NY2026-11-04
Kestra Advisory Services, LLC
103,460$32.8M0.1%CoreLowAustin, TX2026-11-02
Bell Investment Advisors, Inc
77,998$24.8M3.6%ETFVery LowOrinda, CA2026-10-29
SteelPeak Wealth, LLC
75,144$23.8M0.6%GrowthHighWoodland Hills, CA2026-10-16
Glenview Trust Co
73,592$23.4M0.3%GrowthVery LowLouisville, KY2026-10-28
Straight Path Wealth Management
73,261$23.2M5.2%ETFLowJenison, MI2026-10-23
Truist Financial Corp
69,021$21.9M0.0%CoreLowCharlotte, NC2026-10-30
Creative Planning
68,645$21.8M0.0%IndexVery LowOverland Park, KS2026-11-02
D'Orazio & Associates, Inc.
66,161$21.0M2.3%ETFLowVienna, VA2026-11-04
Sagespring Wealth Partners, LLC
63,245$20.1M0.3%ETFLowFranklin, TN2026-10-22
Convergence Financial, LLC
61,749$19.6M2.7%ETFMediumColumbia, MO2026-10-27
Atria Investments, Inc
60,694$19.3M0.2%CoreMediumCharlotte, NC2026-10-15
Trinity Wealth Management, LLC
59,370$18.8M6.0%ETFMediumBerwyn, PA2026-10-13
CPC Advisors, LLC
59,005$18.7M2.5%ETFMediumAtlanta, GA2026-10-21
Vise Technologies, Inc.
56,041$17.8M0.1%IndexLowNew York, NY2026-10-29
Anderson Hoagland & Co
55,333$16.0M1.2%ETFLowSt Louis, MO2026-10-23
Southern Farm Bureau Life Insurance
54,875$17.4K1.6%ETFVery LowJackson, MS2026-10-15
Prime Capital Investment Advisors, LLC
53,534$17.0M0.2%ETFLowOverland Park, KS2026-10-20
Solidarity Wealth, LLC
50,248$15.9M2.8%CoreMediumLehi, UT2026-10-15
MGO One Seven LLC
48,271$15.3M0.3%GrowthLowBeachwood, OH2026-10-28
Davidson Investment Advisors
48,233$15.3M0.6%CoreLowGreat Falls, MT2026-10-20
Sharkey, Howes & Javer
48,103$15.3M1.8%ETFMediumDenver, CO2026-10-22
Well Done, LLC
45,105$14.3M2.0%ETFLowHolland, MI2026-10-20
Royal Fund Management, LLC
42,900$13.6M1.1%GrowthMediumLady Lake, FL2026-10-22
First Heartland Consultants, Inc.
42,697$13.5M0.9%ETFMediumLake St. Louis, MO2026-10-08
Park Avenue Securities LLC
41,364$13.1K0.0%ETFMediumNew York, NY2026-10-26
Scissortail Wealth Management, LLC
41,083$13.0M2.4%ETFLowTulsa, OK2026-11-03
Chicago Partners Investment Group LLC
40,622$11.8M0.2%GARPLowChicago, IL2026-10-27
Garrett Wealth Advisory Group, LLC
39,808$12.6M1.9%ETFVery LowWeatherford, TX2026-10-22
Elevation Point Wealth Partners, LLC
39,562$12.6M0.2%CoreHighDenver, CO2026-11-05
Meredith Wealth Planning
38,179$12.1M3.0%ETFLowMaryville, IL2026-10-14
Washburn Capital Management, Inc.
37,884$12.0M5.9%ETFLowVero Beach, FL2026-10-19
Trilogy Capital Inc.
37,498$11.9M0.5%ETFMediumIrvine, CA2026-10-20
D.A. Davidson & Co.
37,235$11.8M0.1%CoreLowGreat Falls, MT2026-10-28
Jmac Enterprises LLC
35,545$11.3M1.9%ETFVery LowNewtown, PA2026-10-30
Alliance Wealth Advisors, LLC
34,895$11.1M2.0%ETFHighCenterville, UT2026-10-28
Elevated Financial Group LLC
33,151$10.5M2.9%ETFMediumIndianapolis, IN2026-10-16
Financial Architects, LLC
32,415$10.3M5.3%ETFLowWoodstock, GA2026-10-13
Concurrent Investment Advisors, LLC
31,577$10.0M0.1%GrowthMediumTampa, FL2026-10-16
Brickley Wealth Management
31,567$10.0M1.4%ETFVery LowSan Mateo, CA2026-11-04
IFP Advisors, Inc
30,853$9.8M0.2%GrowthLowTampa, FL2026-10-16
Unison Advisors LLC
30,592$9.7M0.7%ETFVery LowProvidence, RI2026-10-29
Mirae Asset Global Investments Co., Ltd.
30,000$9.5M0.0%GrowthLowSeoul, Malaysia2026-11-03
Kestra Private Wealth Services, LLC
29,127$9.2M0.1%GrowthLowAustin, TX2026-10-30
PW Nova Financial Services LLC
28,644$9.1M1.9%ETFLowNewtown, PA2026-10-15
15 Wealth Advisors LLC
27,634$8.8M2.2%ETFN/AMundelein, IL2026-10-14
Capital Planning LLC
27,437$8.7M2.3%ETFLowBellevue, WA2026-10-09
Choreo, LLC
27,130$8.6M0.1%IndexLowRockford, IL2026-10-28
Asset Advisors Investment Management, LLC
26,893$8.5M0.7%CoreLowAugusta, GA2026-10-19
Professional Financial Advisors, LLC
26,704$8.5M1.4%ETFMediumNorth Platte, NE2026-10-13
Mascoma Wealth Management LLC
25,365$8.0M1.5%ETFVery LowHanover, NH2026-10-23
RHS Financial, LLC
25,286$8.0M2.7%ETFMediumSan Francisco, CA2026-10-13
Tactive Advisors, LLC
24,821$7.9M1.9%ETFHighJacksonville, FL2026-10-08
SAX Wealth Advisors, LLC
24,639$7.8M0.2%ETFVery LowParsippany, NJ2026-10-13
Kingswood Wealth Advisors, LLC
24,600$7.8M0.3%GrowthLowSan Diego, CA2026-10-23
Beacon Financial Planning, Inc
24,273$7.7M2.6%ETFVery LowHyannis, MA2026-11-04
Apollon Wealth Management, LLC
23,565$7.5M0.1%GrowthLowMount Pleasant, SC2026-10-23
Indivisible Partners
23,095$7.3M0.3%GrowthMediumClearwater, FL2026-10-26
Del-Sette Capital Management, LLC
22,483$7.1M4.2%YieldHighSchenectady, NY2026-10-23
Peddock Capital Advisors, LLC
22,445$7.1M1.4%GrowthLowBraintree, MA2026-10-16
Independent Financial Group, LLC
21,159$6.7M0.1%GrowthLowSan Diego, CA2026-10-13
Basso Capital Management, L.P.
20,591$6.5M1.4%ETFMediumStamford, CT2026-10-30
Archvest Wealth Advisors, Inc.
20,433$6.5M3.3%ETFLowConcord, CA2026-10-29
First Business Financial Services, Inc.
20,335$6.5M0.5%ETFVery LowMadison, WI2026-10-29
Keystone Global Partners, LLC
20,142$6.4M2.3%ETFMediumDenver, CO2026-10-13
Guerra PAN Advisors, LLC
19,962$5.9M3.4%GrowthVery LowMontclair, NJ2026-10-26
Farther Finance Advisors, LLC
18,568$5.9M0.0%IndexLowSan Francisco, CA2026-10-08
Sowell Financial Services LLC
18,309$5.8M0.2%CoreLowNorth Little Rock, AR2026-10-23
ShoreHaven Wealth Partners, LLC
18,044$5.7M1.8%ETFMediumRed Bank, NJ2026-10-16
Capital Investment Advisors, LLC
17,905$5.7M0.1%CoreLowAtlanta, GA2026-10-22
Signature Estate & Investment Advisors LLC
17,866$5.7M0.1%ETFMediumLos Angeles, CA2026-10-13
Brookstone Capital Management
17,374$5.5M0.1%ETFMediumWheaton, IL2026-10-22
Lineweaver Wealth Advisors, LLC
16,772$5.3M0.6%ETFLowValley View, OH2026-10-13
Ascentis Independent Advisors
16,319$5.2M0.3%ETFLowDallas, TX2026-11-03
Independent Solutions Wealth Management, LLC
15,182$4.8M0.6%GrowthLowWilliamsville, NY2026-10-28
Sigma Planning Corp
15,155$4.7M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Columbia Advisory Partners LLC
15,079$4.8M2.6%ETFMediumSpokane, WA2026-10-15
Csenge Advisory Group
14,779$4.7M0.2%ETFMediumClearwater, FL2026-11-04
Tsfg, LLC
14,521$4.6K0.0%ETFLowLake Forest, IL2026-10-23
Advantage Trust Co
14,162$4.5M1.6%ETFVery LowSalina, KS2026-10-19
Arrow Investment Advisors, LLC
14,150$4.5M3.9%Agg GrowthMediumLaurel, MD2026-11-02
Southland Equity Partners LLC
13,556$4.3M0.7%ETFLowWildwood, MO2026-10-14
Pettinga Financial Advisors LLC
13,463$4.3M0.7%ETFMediumEvansville, IN2026-10-13
Genesee Capital Advisors, LLC
12,991$4.1M1.3%ETFMediumAuburn, NY2026-10-20
Financiere des Professionnels - Fonds d'investissement inc.
12,900$4.1M0.2%GrowthHighMontreal, Austria2026-11-03
Davenport & Co LLC
12,891$4.1M0.0%CoreMediumRichmond, VA2026-10-14
Clearview Wealth Management LLC
12,668$4.0M3.0%ETFLowIrvine, CA2026-10-16
Whipplewood Advisors, LLC
12,660$4.0M2.7%ETFLowLittleton, CO2026-10-20
Keeler & Nadler Financial Planning & Wealth Management
12,627$4.0M1.1%ETFLowDublin, OH2026-10-28
Sovran Advisors, LLC
12,553$3.7M0.3%ETFMediumSan Diego, CA2026-11-02
Forthright Family Wealth Advisory LLC
12,227$3.9M2.2%ETFHighHouston, TX2026-11-03
Pinion Investment Advisors, LLC
11,534$3.7M0.6%ETFLowWichita, KS2026-11-04
Bright Financial Advisors, Inc.
11,471$3.6M1.5%ETFVery LowPortage, MI2026-10-23
RFG Advisory, LLC
11,367$3.6M0.1%ETFMediumBirmingham, AL2026-11-03
KFG LLC
11,254$3.6M2.4%ETFN/ARapid City, SD2026-11-02
Roman Butler Fullerton & Co
11,241$3.3M0.8%GrowthMediumSt Louis, MO2026-10-27
ARQ Wealth Advisors, LLC
11,087$3.5M0.4%ETFLowScottsdale, AZ2026-10-29
Capital Investment Advisory Services, LLC
11,019$3.5M0.2%CoreMediumRaleigh, NC2026-10-30
Weaver Consulting Group
10,745$3.4M0.7%ETFLowHuntington Beach, CA2026-10-07
Detalus Advisors, LLC
10,593$3.4M0.7%ETFLowSt. Louis, MO2026-10-15
Pinnacle Associates LTD
10,385$3.3M0.0%CoreLowNew York, NY2026-10-20
New England Private Wealth Advisors LLC
10,339$3.3M0.3%ETFVery LowWellesley, MA2026-10-19
Hudson Oak Wealth Advisory LLC
10,231$3.2M2.5%ETFVery LowHoboken, NJ2026-10-16
Tempo Wealth, LLC
10,114$3.2M0.4%Agg GrowthLowIndependence, OH2026-10-14
Schear Investment Advisers, LLC
10,114$3.2M0.4%Agg GrowthMediumCincinnati, OH2026-10-14
Advus Financial Partners, LLC
10,056$3.2M0.9%ETFLowWinter Park, FL2026-10-20
Sweeney & Michel, LLC
9,957$3.2M0.8%ETFVery LowChico, CA2026-10-16
Sanchez Wealth Management Group
9,845$3.1M9.4%ETFVery LowJacksonville, FL2026-11-02
Clarus Wealth Advisors
9,616$3.1M1.1%ETFMediumPeoria, AZ2026-10-13
Cassia Capital Partners, LLC
9,576$3.0M1.5%ETFLowWinston Salem, NC2026-11-04
Parallel Advisors, LLC
9,534$3.0M0.0%IndexLowSan Francisco, CA2026-11-03
LexAurum Advisors, LLC
9,502$3.0M0.3%ETFLowOverland Park, KS2026-10-19
Alterna Wealth Management, Inc
9,142$2.9M1.6%ETFMediumHouston, TX2026-10-27
Crestwood Advisors Group, LLC
9,082$2.9M0.0%GrowthLowBoston, MA2026-10-27
Ashton Thomas Securities, LLC
8,910$2.8M0.3%ETFMediumRochester, NY2026-10-26
Trust Co
8,771$2.8M0.2%ETFVery LowManhattan, KS2026-10-09
Sound Income Strategies, LLC
8,762$2.8M0.1%YieldMediumFt Lauderdale, FL2026-10-09
Caliber Wealth Management, LLC / KS
8,454$2.7M0.3%ETFLowOverland Park, KS2026-11-04
Elm3 Financial Group, LLC
8,280$2.6M1.8%GrowthMediumAlpharetta, GA2026-10-07
Ashton Thomas Private Wealth, LLC
8,257$2.6M0.1%CoreMediumScottsdale, AZ2026-11-03
Strategic Blueprint, LLC
8,244$2.6M0.1%ETFLowAtlanta, GA2026-10-22
Flagship Capital Management Inc.
8,238$2.6M1.6%CoreVery LowMedia, PA2026-10-20
Legacy Private Trust Co.
8,108$2.6M0.1%ETFLowNeenah, WI2026-10-06
Financial Enhancement Group LLC
7,990$2.6M0.3%ETFMediumAnderson, IN2026-10-08
Fortune Financial Group, Inc.
7,886$2.5M2.2%ETFHighNaples, FL2026-10-22
Focus Financial Network, Inc.
7,869$2.5M0.1%ETFLowMinneapolis, MN2026-10-14
Diversify Advisory Services, LLC
7,787$2.3M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
7,787$2.3M0.0%GrowthMediumSandy, UT2026-10-20
Physician Wealth Advisors, Inc.
7,778$2.5M0.3%ETFMediumMidvale, UT2026-10-20
HB Wealth Management, LLC
7,525$2.4M0.0%IndexVery LowAtlanta, GA2026-10-23
CFS Investment Advisory Services, LLC
7,512$2.4M0.2%ETFMediumTotowa, NJ2026-10-19
NTV Asset Management LLC
7,471$2.4M0.2%GrowthLowCharleston, WV2026-10-23
Goldstein Advisors, LLC
7,419$2.4M0.2%ETFMediumMadison, WI2026-10-15
Lodestone Wealth Management LLC
7,400$2.3M0.8%CoreLowSpokane, WA2026-10-14
Summit Wealth Group LLC / Co
7,314$2.3M0.1%ETFHighColorado Springs, CO2026-10-29
Firethorn Wealth Partners, LLC
7,294$2.3M0.7%ETFLowAugusta, GA2026-10-14
Marino, Stram & Associates LLC
7,095$2.3M0.3%ETFVery LowBraintree, MA2026-10-22
Partners Wealth Management, LLC
6,972$2.2M0.2%CoreLowCarmel By The Sea, CA2026-10-28
Fermata Advisors, LLC
6,940$2.2M0.4%ETFLowSonoma, CA2026-10-13
Golden State Wealth Management, LLC
6,901$2.2M0.2%ETFMediumSanta Ana, CA2026-11-02
Polaris Investment Advisors, LLC
6,831$2.2M1.4%ETFMediumFramingham, MA2026-10-20
Clear Creek Financial Management, LLC
6,820$2.2M0.2%ETFMediumSilverdale, WA2026-10-28
Bryant Woods Investment Advisors, LLC
6,796$2.2M0.6%ETFLowGetzville, NY2026-10-26
Trek Financial, LLC
6,755$2.1M0.1%ETFHighScottsdale, AZ2026-10-29
Wedbush Securities Inc
6,617$2.1K0.0%CoreLowPasadena, CA2026-10-22
Magnus Financial Group LLC
6,571$2.1M0.1%ETFLowNew York, NY2026-10-21
Provenance Wealth Advisors, LLC
6,541$2.1M0.1%ETFLowFort Lauderdale, FL2026-10-30
Avior Wealth Management, LLC
6,498$2.1M0.1%ETFMediumOmaha, NE2026-10-13
Berbice Capital Management LLC
6,487$2.1M1.0%MomentumLowMelville, NY2026-10-13
Bison Wealth, LLC
6,414$2.0M0.2%GrowthMediumAtlanta, GA2026-10-13
Decker Wealth Management LLC
6,307$2.0M0.4%MomentumLowNashville, TN2026-10-09
Chapin Davis, Inc.
6,157$2.0M0.4%GrowthHighBaltimore, MD2026-10-09
Pinnacle Wealth Management Advisory Group, LLC
6,066$1.9M0.1%GrowthLowRed Bank, NJ2026-10-23
Patten & Patten Inc
5,992$1.9M0.1%CoreLowChattanooga, TN2026-10-26
McNaughton Wealth Management, LLC
5,904$1.9M0.7%ETFLowSan Diego, CA2026-10-09
Fifth Third Securities, Inc.
5,882$1.9M0.1%ETFLowCincinnati, OH2026-10-21
Lanark Financial, Inc.
5,871$1.9M0.1%CoreMediumBirmingham, AL2026-10-26
Blake Schutter Theil Wealth Advisors, LLC
5,840$1.9M1.3%ETFLowDayton, OH2026-11-02
Bernardo Wealth Planning LLC
5,822$1.8M0.2%ETFVery LowHarleysville, PA2026-10-23
Patriot Financial Group Insurance Agency, LLC
5,737$1.8M0.2%GrowthLowWalpole, MA2026-10-14
ACT Advisors, Llc.
5,647$1.8M0.6%ETFMediumAsheville, NC2026-10-15
Spire Wealth Management
5,569$1.8M0.1%GrowthMediumMclean, VA2026-10-30
Simplex Trading, LLC
5,474$1.7M0.0%CoreVery HighChicago, IL2026-11-04
Prospera Financial Services Inc
5,400$1.5M0.0%CoreMediumDallas, TX2026-11-04
Global Wealth Strategies & Associates
5,342$1.7M0.3%ETFLowDenver, CO2026-10-02
Novem Group
5,218$1.7M0.2%ETFMediumRochester, NY2026-10-19
Horst & Graben Wealth Management LLC
5,210$1.7M0.2%ETFMediumPortland, OR2026-11-02
PKS Advisory Services, LLC
5,102$1.7M0.3%ETFMediumAlbany, NY2026-10-26
West Financial Advisors, LLC
5,092$1.6M0.2%ETFLowDes Moines, IA2026-10-22
Tctc Holdings, LLC
5,034$1.6M0.0%ValueVery LowDallas, TX2026-11-02
Insight Wealth Strategies, LLC
5,004$1.6M0.2%ETFHighSan Ramon, CA2026-10-09
Planned Solutions, Inc.
4,835$1.5M0.4%ETFLowFolsom, CA2026-10-19
Moulton Wealth Management, Inc
4,830$1.5M1.0%ETFVery HighSpokane, WA2026-10-13
Genus Capital Management Inc.
4,702$1.5M0.1%GARPHighVancouver, UAE2026-11-04
ERn Financial, LLC
4,679$1.5M0.2%ETFVery LowMiddleton, WI2026-10-28
McKinley Carter Wealth Services, Inc.
4,654$1.5M0.1%ETFMediumWheeling, WV2026-10-16
Citizens National Bank Trust Department
4,629$1.5M0.2%CoreVery LowMeridian, MS2026-11-04
Lloyd Advisory Services, Llc.
4,612$1.5M0.6%ETFVery HighSuwanee, GA2026-11-02
Balefire, LLC
4,594$1.5M0.2%ETFMediumDallas, TX2026-10-09
Peak Wealth Management LLC
4,591$1.4M0.9%ETFMediumNashua, NH2026-10-26
Focused Wealth Management, Inc
4,589$1.5M0.1%ETFLowNewburgh, NY2026-10-30
WPG Advisers, LLC
4,538$1.4M0.8%CoreLowBaltimore, MD2026-10-27
Nova R Wealth, Inc.
4,526$1.4M0.4%ETFLowOverland Park, KS2026-10-26
Three Magnolias Financial Advisors, LLC
4,492$1.4M0.9%ETFLowWinston-Salem, NC2026-10-14
Modera Wealth Management, LLC
4,473$1.4M0.0%ETFVery LowWestwood, NJ2026-10-28
Fragasso Financial Advisors Inc
4,453$1.4M0.1%ETFLowSewickley, PA2026-10-13
Perigon Wealth Management, LLC
4,432$1.4M0.0%GrowthLowSan Francisco, CA2026-10-22
Sumitomo Mitsui DS Asset Management Company, Ltd
4,423$1.4M0.0%IndexVery LowTokyo, Mexico2026-10-20
Aspect Partners, LLC
4,402$1.4M0.5%ETFMediumFairfax, VA2026-10-20
First Citizens Financial Corp
4,296$1.4M0.6%ETFLowMason City, IA2026-10-02
Trueblood Wealth Management, LLC
4,271$1.4M0.5%CoreLowLima, OH2026-10-23
Gilbert Capital Group, Inc.
4,241$1.3M0.9%ETFHighNorth Yarmouth, ME2026-10-28
Spectrum Strategic Capital Management, LLC
4,180$1.3M0.7%ETFMediumCorvallis, OR2026-10-22
Deltec Asset Management LLC
4,160$1.3M0.2%CoreMediumNew York, NY2026-10-26
Creative Financial Designs Inc
4,137$1.3M0.1%ETFMediumKokomo, IN2026-11-04
Apeiron RIA LLC
4,073$1.3M0.3%ETFMediumDallas, TX2026-10-08
United Advisor Group, LLC
4,073$1.3M0.1%ETFLowCincinnati, OH2026-11-03
PFG Advisors
4,002$1.3M0.1%ETFMediumPhoenix, AZ2026-10-16
Silverlake Wealth Management LLC
3,923$1.2M0.2%ETFLowWilliston, VT2026-10-21
Valeo Financial Advisors, LLC
3,830$1.2M0.0%ETFLowCarmel, IN2026-10-08
Armstrong Advisory Group, Inc
3,829$1.2M0.1%ETFHighNeedham, MA2026-10-09
Centurion Wealth Management LLC
3,826$1.2M0.3%ETFMediumMclean, VA2026-10-13
One Way Holdings LLC
3,806$1.2M0.1%CoreMediumFlower Mound, TX2026-10-29
GSG Advisors LLC
3,712$1.2M0.2%ETFVery LowMount Laurel, NJ2026-11-03
Exchange Traded Concepts, LLC
3,706$1.2M0.0%GrowthMediumOklahoma City, OK2026-10-28
Shore Point Advisors, LLC
3,670$1.2M0.4%ETFLowBrielle, NJ2026-10-14
Sherman Wealth Management LLC
3,567$1.1M0.8%ETFLowGaithersburg, MD2026-10-16
Cornerstone Planning Group LLC
3,553$1.1M0.1%ETFMediumFairfield, NJ2026-10-16
Gallacher Capital Management LLC
3,522$1.1M0.9%ValueMediumLone Tree, CO2026-10-30
Verdence Capital Advisors LLC
3,452$1.1M0.0%CoreMediumHunt Valley, MD2026-10-26
Waystone Advisors LLC
3,414$1.2M0.9%ETFLowRedmond, WA2026-10-16
Private Trust Co NA
3,354$1.1M0.1%CoreLowCleveland, OH2026-10-20
Facet Wealth, Inc.
3,263$1.0M0.0%IndexVery LowWest Palm Beach, FL2026-11-04
VestGen Advisors, LLC
3,251$1.0M0.0%GrowthMediumChicago, IL2026-10-27
Wealthcare Advisory Partners LLC
3,251$1.0M0.0%ETFLowWest Chester, PA2026-10-21
Quartz Partners, LLC
3,219$1.0M0.3%GARPMediumSaratoga Springs, NY2026-11-03
Sterling Group Wealth Management, LLC
3,181$1.0M0.4%ETFLowPasadena, CA2026-11-03
Cowa, LLC
3,181$1.0M0.2%ETFMediumTulsa, OK2026-10-30
Power Wealth Management LLC
3,156$1.0M0.3%ETFLowAlpharetta, GA2026-10-27
Claro Advisors Inc.
3,149$999.3K0.1%CoreLowBoston, MA2026-11-02
Soltis Investment Advisors LLC
3,111$987.4K0.0%CoreMediumSt. George, UT2026-10-28
CRA Financial Services, LLC
3,095$982.2K0.1%ETFVery LowNorthfield, NJ2026-10-16
Security Financial Services, Inc.
3,079$977.1K0.1%ETFMediumFort Wayne, IN2026-10-29
BCU Wealth Advisors, LLC
3,029$961.2K0.3%ETFLowVernon Hills, IL2026-10-16
Eagle Strategies LLC
3,019$958.1K0.1%ETFLowNew York, NY2026-10-16
Buck Wealth Strategies, LLC
2,990$949.0K0.1%ValueMediumDenver, CO2026-10-28
MBE Wealth Management, LLC
2,988$948.3K0.3%ETFVery LowTomah, WI2026-10-26
Brighton Jones LLC
2,984$947.1K0.0%CoreVery LowSeattle, WA2026-11-03
Nilsine Partners, LLC
2,963$940.3K0.1%CoreMediumGreenwood Village, CO2026-11-02
Integrity Advisory Solutions, LLC
2,902$921.2K0.1%ETFMediumDallas, TX2026-10-29
B. Riley Wealth Advisors, Inc.
2,839$900.8K0.0%GrowthLowMemphis, TN2026-10-13
Capital Squared Financial LLC
2,825$896.6K0.6%ETFVery LowRockville, MD2026-10-30
Vavra Capital Management, LLC
2,810$891.7K0.8%ETFLowCollegeville, PA2026-10-14
Beacon Financial Group
2,809$891.3K0.1%ETFMediumDallas, TX2026-10-19
Stage Harbor Financial, LLC
2,800$888.6K0.5%ETFVery LowWestwood, MA2026-11-03
Asset One Wealth Management LLC
2,797$887.6K0.1%GrowthLowBellevue, WA2026-11-02
Forvis Mazars Wealth Advisors, LLC
2,765$877.5K0.0%ETFVery LowSpringfield, MO2026-10-13
Virtus Family Office LLC
2,739$869.2K0.7%Deep ValueMediumEl Paso, TX2026-10-30
Galvin, Gaustad & Stein, LLC
2,731$866.7K0.1%CoreMediumScottsdale, AZ2026-10-08
Harbor Investment Advisory, LLC
2,707$859.0K0.1%GrowthLowLutherville, MD2026-10-13
Midwest Capital Advisors, LLC
2,685$852.2K0.3%ETFHighGrand Rapids, MI2026-11-04
FSM Wealth Advisors, LLC
2,684$859.0K0.1%ETFLowCleveland, OH2026-10-27
Flagstar Securities, Inc
2,665$845.7K0.3%ETFVery LowNew York, NY2026-10-15
Cyndeo Wealth Partners, LLC
2,651$841.3K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Elmwood Wealth Management, Inc.
2,650$841.0K0.2%ETFLowBerkeley, CA2026-10-14
Omni 360 Wealth, Inc.
2,638$837.1K0.4%ETFLowPlainsboro, NJ2026-10-13
Lee Financial Co
2,611$828.6K0.1%ETFVery LowDallas, TX2026-10-16
Independent Wealth Network Inc.
2,579$818.6K0.2%ETFMediumUrbandale, IA2026-10-19
Joel Adams & Associates, Inc.
2,550$809.2K0.5%ETFLowAsheville, NC2026-11-02
MTM Investment Management, LLC
2,522$800.3K0.2%CoreVery LowSpartanburg, SC2026-10-30
Busey Bank
2,480$787.0K0.0%GrowthVery LowUrbana, IL2026-10-26
Activest Wealth Management
2,473$784.8K0.1%ETFLowAventura, FL2026-10-15
ADG Wealth Management Group, LLC
2,454$778.9K0.5%ETFVery LowMetairie, LA2026-10-23
Fingerlakes Wealth Management, Inc.
2,441$774.6K0.4%ETFVery LowIthaca, NY2026-11-04
Ethic Inc.
2,437$773.3K0.0%CoreLowNew York, NY2026-11-03
Avantra Family Wealth, Inc.
2,434$772.5K0.5%CoreMediumMechanicsburg, PA2026-10-20
Northland Securities, Inc.
2,433$772.1K0.5%ETFLowMinneapolis, MN2026-11-02
Lantz Financial LLC
2,432$771.8K0.1%ETFLowNaperville, IL2026-10-15
Keystone Financial Group, Inc.
2,431$771.5K0.4%ETFLowAtlanta, GA2026-10-13
Tcfg Investment Advisors, LLC
2,400$761.7K0.3%GrowthMediumLaguna Niguel, CA2026-10-20
McCarley & Cook Financial Planners
2,374$753.4K0.6%ETFLowCincinnati, OH2026-10-21
Ascent Group, LLC
2,370$752.0K0.0%CoreLowVirginia Beach, VA2026-10-30
Quadrant Private Wealth Management, LLC
2,359$748.6K0.1%GrowthLowCenter Valley, PA2026-11-04
Bucket List Wealth Management, LLC
2,352$746.4K0.4%ETFMediumThe Villages, FL2026-10-22
Atlas Brown,Inc.
2,318$735.6K0.2%GrowthLowLouisville, KY2026-10-09
Glass Jacobson Investment Advisors llc
2,317$735.3K0.2%ETFLowOwings Mills, MD2026-10-26
Spectrum Wealth Advisory Group, LLC
2,274$721.6K0.2%ETFMediumGranite Bay, CA2026-10-29
LS Investment Advisors, LLC
2,260$717.2K0.1%CoreLowBloomfield Hills, MI2026-10-13
StoneX Group Inc.
2,246$712.7K0.0%ETFMediumNew York, NY2026-11-03
Ocean Park Asset Management, LLC
2,216$703.2K0.0%ETFLowSanta Monica, CA2026-10-21
Mallini Complete Financial Planning LLC
2,212$702.1K0.5%ETFMediumGainesville, FL2026-10-06
Selby Wealth Management, LLC
2,204$699.3K0.2%ETFVery LowEmeryville, CA2026-10-16
Dynamic Advisor Solutions LLC
2,133$676.9K0.0%ETFLowPhoenix, AZ2026-10-13
TFB Advisors LLC
2,121$673.1K0.3%ETFLowOverland Park, KS2026-11-02
Integrity Alliance, Llc.
2,110$669.6K0.0%ETFMediumUrbandale, IA2026-10-29
HBW Advisory Services LLC
2,104$667.6K0.1%ETFMediumSimi Valley, CA2026-10-15
Gibbs Wealth Management
2,089$662.9K0.1%CoreLowAlpharetta, GA2026-10-22
First Bank & Trust
2,079$659.8K0.1%CoreLowBrookings, SD2026-10-19
Rinkey Investments
2,056$652.5K0.2%ETFLowSan Diego, CA2026-10-28
Invested Advisors
2,040$647.4K0.6%CoreMediumState College, PA2026-10-23
RiverTree Advisors, LLC
2,033$645.2K0.4%ETFMediumWinter Park, FL2026-10-13
ASL Financial, LLC
2,031$644.5K0.4%ETFVery LowLos Gatos, CA2026-10-15
Heirloom Wealth Management
2,009$637.5K0.1%GrowthMediumGreenwood Village, CO2026-10-14
Robertson Stephens Wealth Management, LLC
1,985$629.9K0.0%ETFMediumSan Francisco, CA2026-10-16
Brandywine OAK Private Wealth LLC
1,974$626.4K0.0%ETFVery LowKennett Square, PA2026-10-23
SeaCrest Wealth Management, LLC
1,970$625.3K0.1%GrowthLowPurchase, NY2026-10-21
WealthPoint Financial, LLC
1,958$621.4K0.4%ETFMediumCramerton, NC2026-11-03
Santori & Peters, Inc.
1,923$610.3K0.2%GrowthVery LowCanonsburg, PA2026-10-26
Legacy Solutions, LLC
1,922$609.9K0.5%ETFLowKennett Square, PA2026-10-07
Walser Wealth Management Company, A Ltd Liability Co
1,918$608.8K0.2%GrowthHighTampa, FL2026-10-15
Legacy Advisors, LLC
1,914$607.4K0.1%ETFLowPlymouth Meeting, PA2026-10-19
46 Peaks LLC
1,898$602.3K0.4%ETFVery LowNewtown, PA2026-11-03
Allen Capital Group, LLC
1,896$601.7K0.0%CoreLowGrand Island, NE2026-10-27
Brown Miller Wealth Management, LLC
1,888$599.1K0.1%GrowthLowMclean, VA2026-11-02
Onyx Bridge Wealth Group LLC
1,857$589.4K0.1%ETFMediumTarrytown, NY2026-10-16
LongView Wealth Management
1,846$585.9K0.1%ETFLowAtlanta, GA2026-10-19
L. Roy Papp & Associates, LLP
1,845$585.5K0.1%CoreVery LowPhoenix, AZ2026-10-21
Tufton Capital Management
1,838$5830.0%CoreVery LowHunt Valley, MD2026-10-20
Williams & Novak Wealth Management, LLC
1,827$579.8K0.3%ETFMediumWestlake Village, CA2026-10-09
Horizon Wealth Management, LLC
1,820$577.5K0.1%ETFVery HighLa Grange, IL2026-11-02
Mosley Wealth Management
1,774$534.9K0.2%ETFHighAnaheim, CA2026-10-16
Clark Asset Management, LLC
1,763$559.4K0.0%ETFVery LowStratham, NH2026-10-19
Factor Wealth Management LTD
1,748$554.7K0.1%ETFLowChicago, IL2026-10-08
First Merchants Corp
1,745$553.8K0.0%GrowthLowMuncie, IN2026-10-15
Signature Equity Partners, LLC
1,737$551.2K0.2%GrowthMediumColumbus, OH2026-10-29
Interchange Capital Partners, LLC
1,734$550.3K0.1%GrowthLowPittsburgh, PA2026-10-28
Trust Co of the South
1,725$547.4K0.1%ETFLowGreensboro, NC2026-10-21
Breakwater Capital Group
1,722$546.6K0.1%ETFLowParamus, NJ2026-10-09
Maia Wealth LLC
1,715$544.1K0.1%ETFMediumDenver, CO2026-10-19
Bryn Mawr Trust Advisors, LLC
1,702$540.1K0.0%CoreLowPhiladelphia, PA2026-11-04
Syntegra Private Wealth Group, LLC
1,696$538.1K0.0%ETFLowChesterfield, MO2026-10-13
Teamwork Financial Advisors, LLC
1,687$535.5K0.1%GrowthHighSan Antonio, TX2026-10-19
LifeSteps Financial, Inc.
1,677$532.3K0.3%ETFLowClaremont, CA2026-10-15
Greenleaf Trust
1,669$529.6K0.0%CoreLowKalamazoo, MI2026-10-29
Cypress Wealth Services, LLC
1,668$537.8K0.1%ETFLowPalm Desert, CA2026-10-21
Opinicus Capital, Inc.
1,667$528.9K0.3%GrowthLowTampa, FL2026-10-28
Acorn Wealth Advisors, LLC
1,655$525.2K0.1%ETFLowGrand Blanc, MI2026-10-19
Merited Wealth, LLC
1,653$524.4K0.4%ETFMediumNorth Bay Village, FL2026-10-13
Accredited Investor Services, LLC
1,643$521.4K0.3%ETFVery LowSt. Cloud, MN2026-10-22
Parsons Capital Management Inc
1,634$518.5K0.0%CoreLowProvidence, RI2026-10-28
WealthBridge Capital Management, LLC
1,628$516.6K0.1%ETFLowWesterville, OH2026-10-16
White Lighthouse Investment Management Inc.
1,622$514.7K0.1%ETFVery LowBedford, MA2026-10-21
Cooper Financial Group
1,610$510.8K0.0%GrowthMediumIrvine, CA2026-10-07
Center For Asset Management LLC
1,606$509.2K0.2%ETFMediumPalm Beach Gardens, FL2026-10-16
Washington Trust Advisors, Inc.
1,600$507.7K0.0%GrowthLowWellesley, MA2026-10-22
Ryan Investment Management, Inc.
1,584$502.6K0.2%ETFVery HighBasalt, CO2026-10-20
WBH Advisory Inc
1,564$496.2K0.0%ETFLowBaltimore, MD2026-11-05
Avidian Wealth Enterprises, LLC
1,559$494.6K0.0%ETFLowHouston, TX2026-10-08
KCM Investment Advisors LLC
1,548$491.1K0.0%CoreVery LowGreenbrae, CA2026-10-27
Financial Life Advisors
1,527$484.6K0.1%ETFLowSan Antonio, TX2026-10-14
Aprio Wealth Management, LLC
1,514$480.6K0.0%ETFMediumAtlanta, GA2026-10-28
Newman Dignan & Sheerar, Inc.
1,492$473.3K0.1%ETFLowProvidence, RI2026-10-21
Root Financial Partners, LLC
1,490$472.9K0.0%ETFMediumEncinitas, CA2026-10-21
Quadcap Wealth Management, LLC
1,489$472.5K0.0%ETFLowFrisco, TX2026-11-02
Signal Advisors Wealth, LLC
1,484$471.0K0.0%ETFLowDetroit, MI2026-10-13
Compass Ion Advisors, LLC
1,468$465.9K0.0%ETFVery LowConshohocken, PA2026-10-23
Almanack Investment Partners, Llc.
1,459$463.0K0.1%ETFMediumNewtown Square, PA2026-11-03
Lunt Capital Management, Inc.
1,457$462.4K0.2%ETFLowHolladay, UT2026-10-30
Beacon Financial Advisory LLC
1,448$459.6K0.1%ETFLowCleveland, OH2026-10-16
Oppenheimer Asset Management Inc.
1,443$457.9K0.0%CoreMediumNew York, NY2026-10-27
Successful Portfolios LLC
1,426$460.9K0.2%CoreVery LowClearwater, FL2026-10-09
Mather Group, Llc.
1,418$449.9K0.0%ETFMediumChicago, IL2026-10-14
World Equity Group, Inc.
1,401$444.6K0.2%GrowthMediumSchaumburg, IL2026-10-14
Berkshire Money Management, Inc.
1,391$441.3K0.0%ETFMediumDalton, MA2026-10-21
SYM Financial Corp
1,381$438.2K0.0%ETFVery LowWinona Lake, IN2026-10-26
Midwest Trust Co
1,375$436.3K0.0%CoreLowOverland Park, KS2026-10-22
Destiny Wealth Partners, LLC
1,366$375.8K0.0%ETFMediumTavares, FL2026-11-05
Baron Financial Group, LLC
1,365$433.2K0.2%ETFVery LowFair Lawn, NJ2026-10-09
JBR Co Financial Management Inc
1,357$445.2K0.2%GrowthLowArdmore, OK2026-10-13
Elevated Capital Advisors, LLC
1,343$426.2K0.1%ETFMediumSandy, UT2026-11-04
Fifth Third Wealth Advisors LLC
1,343$426.2K0.0%IndexVery LowCincinnati, OH2026-10-22
AlphaStar Capital Management, LLC
1,340$425.1K0.0%ETFMediumCornelius, NC2026-10-16
Axxcess Wealth Management, LLC
1,335$423.8K0.0%CoreLowCarlsbad, CA2026-10-21
Fairvoy Private Wealth, LLC
1,329$421.8K0.1%GrowthMediumBirmingham, AL2026-10-19
Ferguson Wellman Capital Management, Inc
1,314$417.0K0.0%CoreLowPortland, OR2026-10-05
Summit Place Financial Advisors, LLC
1,296$411.3K0.2%CoreMediumSummit, NJ2026-10-23
Aviance Capital Partners, LLC
1,290$409.4K0.0%CoreLowNaples, FL2026-10-29
Blue Capital, Inc.
1,286$408.0K0.3%CoreHighOmaha, NE2026-10-13
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
1,280$406.3K0.0%ETFMediumWestlake, OH2026-10-14
USAdvisors Wealth Management, LLC
1,268$4020.0%ETFLowEden Prairie, MN2026-10-21
HMV Wealth Advisors, LLC
1,268$402.4K0.2%ETFVery LowShreveport, LA2026-10-27
Blackston Financial Advisory Group, LLC
1,266$401.8K0.2%ETFLowThe Villages, FL2026-11-04
Curran Financial Partners, LLC
1,249$396.5K0.1%ETFMediumDaniel Island, SC2026-11-04
Braun-Bostich & Associates Inc.
1,240$393.5K0.2%ETFMediumCanonsburg, PA2026-10-20
Rede Wealth, LLC
1,238$392.9K0.1%ValueMediumCharlottesville, VA2026-10-22
KW Wealth Management LLC
1,221$387.5K0.3%CoreVery LowSacramento, CA2026-10-28
Venture Visionary Partners LLC
1,215$385.9K0.0%CoreLowSylvania, OH2026-10-07
CogentBlue Wealth Advisors, LLC
1,212$384.6K0.4%ETFLowKnoxville, TN2026-10-09
Whalen Wealth Management Inc.
1,207$383.0K0.2%GrowthHighLas Vegas, NV2026-10-08
Strategy Asset Managers LLC
1,206$382.7K0.1%CoreLowPasadena, CA2026-10-14
Cherry Tree Wealth Management, LLC
1,202$381.4K0.1%ETFVery LowMinnetonka, MN2026-10-15
One Advisory Partners, LLC
1,191$378.0K0.1%ETFMediumOverland Park, KS2026-10-22
Entrewealth, LLC
1,164$369.4K0.1%ETFLowAustin, TX2026-10-14
Stackstone Wealth, LLC
1,154$366.2K0.0%CoreN/ADubuque, IA2026-10-19
Strid Group, LLC
1,152$365.7K0.0%ETFLowNewtown Square, PA2026-10-28
Royal Harbor Partners, LLC
1,146$363.7K0.1%ETFMediumHouston, TX2026-10-29
Lincoln Capital Corp
1,145$363.4K0.1%ETFMediumEast Greenwich, RI2026-10-13
James J. Burns & Company, LLC
1,128$357.8K0.0%ETFVery LowMelville, NY2026-10-22
Ergawealth Advisors, Inc.
1,100$349.2K0.1%ETFMediumOak Brook, IL2026-10-21
New Hampshire Trust
1,095$347.5K0.1%CoreLowConcord, NH2026-10-20
JB Capital LLC
1,091$346.3K0.0%ETFMediumWethersfield, CT2026-10-19
Wilmington Savings Fund Society, FSB
1,084$344.0K0.0%CoreLowWilmington, DE2026-10-23
Portside Wealth Group, LLC
1,082$343.4K0.0%CoreMediumProvo, UT2026-10-20
4J Wealth Management LLC
1,078$342.1K0.2%ETFMediumMclean, VA2026-11-02
Simplicity Wealth,LLC
1,072$340.1K0.0%ETFLowSummit, NJ2026-10-23
Leo Wealth, LLC
1,068$338.8K0.1%CoreLowHurst, TX2026-10-26
Sierra Ocean, LLC
1,060$336.4K0.2%ETFLowRipon, CA2026-11-03
St. Clair Advisors, LLC
1,060$336.4K0.1%ETFLowMayfield Hts, OH2026-10-13
Canandaigua National Trust Co of Florida
1,059$336.1K0.2%CoreLowCanandaigua, NY2026-10-07
Keystone Wealth Services, LLC
1,050$332.8K0.1%ETFHighPalm Desert, CA2026-11-03
BridgePort Financial Solutions, LLC
1,047$332.3K0.1%ETFLowFairfield, IA2026-11-02
Mainstream Capital Management LLC
1,043$331.0K0.2%GrowthLowLos Angeles, CA2026-10-23
Summit Investment Advisory Services, LLC
1,042$330.5K0.1%ETFVery LowRoseville, MN2026-11-03
GoalVest Advisory LLC
1,031$327.2K0.1%ETFMediumNew York, NY2026-10-02
Kohmann Bosshard Financial Services, LLC
1,029$326.5K0.0%ETFLowFairlawn, OH2026-11-04
Heritage OAK Wealth Advisors LLC
1,025$325.3K0.1%ValueHighSanta Rosa Beach, FL2026-10-14
Visionary Wealth Advisors
1,017$322.8K0.0%ETFLowO'Fallon, IL2026-11-04
W Advisors, LLC
1,014$321.8K0.1%CoreLowGermantown, TN2026-11-02
Sound Financial Strategies Group, LLC
998$316.7K0.2%ETFMediumMadison, MS2026-10-30
Accredited Investors Inc.
987$313.2K0.0%ETFLowEdina, MN2026-11-03
Tennessee Valley Asset Management Partners
981$311.3K0.0%ETFLowKnoxville, TN2026-11-03
Integrated Advisors Network LLC
973$308.7K0.0%GrowthMediumDallas, TX2026-10-20
CGN Advisors LLC
970$307.8K0.0%ETFLowManhattan, KS2026-10-21
Investment Advisory Services Inc
960$304.6K0.1%CoreLowThe Woodlands, TX2026-10-27
Opulen Financial Group LLC
952$302.2K0.2%ETFVery LowArlington, VA2026-10-22
MinichMacGregor Wealth Management, LLC
949$301.2K0.0%ETFHighSaratoga Springs, NY2026-10-14
Wespac Advisors SoCal, LLC
948$300.8K0.1%GrowthMediumPasadena, CA2026-10-13
SC&H Financial Advisors, Inc.
942$298.8K0.0%ETFVery LowHunt Valley, MD2026-10-14
Stonebridge Wealth Management, LLC
941$298.6K0.3%ETFLowOak Brook, IL2026-10-09
Wealth Enhancement Trust Services, Inc.
934$296.4K0.0%GrowthMediumSioux Falls, SD2026-10-07
Intelligence Driven Advisers, LLC
927$294.2K0.1%ETFLowCarlsbad, CA2026-10-09
B.A. Schrock Wealth Management, Inc.
926$297.1K0.1%GARPN/AWadsworth, OH2026-10-15
Verus Capital Partners, LLC
925$293.6K0.0%GrowthLowScottsdale, AZ2026-11-03
Financial Futures Ltd Liability Co.
905$287.3K0.1%ETFLowBrielle, NJ2026-10-13
Laurel OAK Wealth Management, LLC
896$284.3K0.0%GrowthLowMarlton, NJ2026-10-19
Accel Wealth Management
886$281.2K0.1%ETFLowWaverly, IA2026-10-13
Noesis Capital Mangement Corp
869$275.8K0.0%CoreVery LowBoca Raton, FL2026-10-26
Atticus Wealth Management, LLC
852$270.2K0.1%ETFLowPalm Beach Gardens, FL2026-10-20
Marin Bay Wealth Advisors, LLC
848$269.3K0.1%GrowthLowSan Anselmo, CA2026-10-28
Apollon Financial, LLC
847$268.8K0.0%ETFVery LowMount Pleasant, SC2026-10-23
Sage Capital Advisors,llc
844$267.7K0.1%CoreLowSioux Falls, SD2026-10-13
XY Planning Network, Inc.
844$268.0K0.0%ETFLowBozeman, MT2026-10-14
Leelyn Smith, LLC
843$267.4K0.0%GrowthLowGeneva, IL2026-11-03
Insight Advisors, LLC/ PA
842$267.4K0.0%ETFMediumNewtown, PA2026-10-22
Client 1ST Advisory Group, LLC
842$267.2K0.1%ETFVery LowDunedin, FL2026-10-19
Kroeger Financial Partners
839$266.2K0.3%ETFN/AGrass Valley, CA2026-10-19
Wealth Quarterback LLC
837$265.7K0.1%ETFMediumToms River, NJ2026-10-20
First Premier Bank
834$2650.0%CoreVery LowSioux Falls, SD2026-10-13
Key FInancial Inc
832$264.0K0.0%ETFLowWest Chester, PA2026-11-02
Connecticut Capital Management Group, LLC
830$263.4K0.2%GrowthLowMilford, CT2026-10-29
Courier Capital LLC
826$262.1K0.0%ETFLowBuffalo, NY2026-10-19
Selective Wealth Management, Inc.
826$249.2K0.1%ETFLowForest, VA2026-10-16
Stone House Investment Management, LLC
809$256.7K0.0%ETFMediumTunkhannock, PA2026-10-23
IPG Investment Advisors LLC
808$256.4K0.0%CoreMediumSan Diego, CA2026-10-30
Peoples Bank
800$253.9K0.1%ETFLowMarietta, OH2026-10-26
Asset Dedication, LLC
799$253.6K0.0%ETFLowSan Francisco, CA2026-11-03
Apex Wealth Management, LLC
794$252.0K0.1%ETFMediumBedford, NH2026-10-20
Meridian Investment Counsel Inc.
794$252.0K0.1%GARPLowLafayette, CA2026-10-14
Aspiriant, LLC
793$251.7K0.0%ETFVery LowLos Angeles, CA2026-10-16
HUB Investment Partners, LLC
793$251.7K0.0%GrowthLowAustin, TX2026-11-03
Vontobel Holding Ltd.
792$251.3K0.0%CoreMediumZurich, Switzerland2026-10-16
Capital Advisors Wealth Management, LLC
792$251.4K0.0%ETFLowYakima, WA2026-10-09
Briggs Wealth Management, Inc
791$251.0K0.2%ETFLowGlastonbury, CT2026-10-26
Tenet Wealth Partners, LLC
783$248.5K0.2%ETFN/AChampaign, IL2026-10-19
Sepio Capital, LP
774$245.6K0.0%ETFLowSalt Lake City, UT2026-10-22
Gilpin Wealth Management, LLC
773$245.3K0.2%GrowthLowDenver, CO2026-10-09
Blue Bell Private Wealth Management, LLC
773$245.4K0.0%YieldVery LowBlue Bell, PA2026-10-29
Pearl Planning LLC
772$245.0K0.1%ETFLowDexter, MI2026-10-13
Evergreen Capital Management LLC
770$244.3K0.0%GARPMediumBellevue, WA2026-10-23
Signaturefd, LLC
762$241.8K0.0%IndexLowAtlanta, GA2026-10-23
Quadrant Capital Group LLC
759$237.7K0.0%CoreLowCincinnati, OH2026-10-20
Financial Partners Group, Inc
757$240.2K0.0%ETFLowOverland Park, KS2026-10-19
Bright Futures Wealth Management, Llc.
742$235.5K0.2%CoreHighWebster, Ny 14580, NY2026-10-23
BostonPremier Wealth LLC
738$234.1K0.1%ETFVery LowHanover, MA2026-10-16
M Holdings Securities, Inc.
735$232.0K0.1%ETFHighPortland, OR2026-11-03
Salomon & Ludwin, LLC
733$232.6K0.0%ETFVery LowRichmond, VA2026-10-29
Mission Wealth Management, LP
728$231.0K0.0%ETFLowSanta Barbara, CA2026-10-15
Box Hill Private Wealth LLC
728$231.2K0.2%ETFLowScottsdale, AZ2026-10-05
Triad Wealth Partners, LLC
726$230.5K0.0%ETFMediumLawrence, KS2026-10-26
May Hill Capital, LLC
723$229.3K0.0%ETFLowCohasset, MA2026-11-03
Cidel Asset Management Inc
719$228.2K0.0%CoreMediumToronto, Australia2026-10-29
Valtinson Bruner Financial Planning LLC
714$226.7K0.1%ETFLowNew Brighton, MN2026-11-02
Outlook Wealth Advisors, LLC
709$225.1K0.0%ETFMediumShenandoah, TX2026-10-28
TCI Wealth Advisors, Inc.
709$225.1K0.0%ETFLowTucson, AZ2026-10-30
Cambridge Financial Group, LLC
707$242.4K0.1%ETFLowTucson, AZ2026-10-06
Realta Investment Advisors
699$221.8K0.1%GrowthMediumWilmington, DE2026-10-14
Tranquility Partners, LLC
698$221.5K0.1%CoreLowBrentwood, TN2026-10-20
Hill Island Financial LLC
697$221.3K0.0%ETFLowGrand Rapids, MI2026-10-20
DB&C Advisors, LLC
692$219.6K0.2%GrowthVery LowHolland, MI2026-10-26
Pinnacle Bancorp, Inc.
691$219.3K0.1%CoreVery LowBeatrice, NE2026-10-21
Accurate Wealth Management, LLC
673$210.7K0.0%CoreMediumWesley Chapel, FL2026-10-20
Beacon Investment Advisory Services, Inc.
672$213.3K0.0%GrowthLowMorristown, NJ2026-10-13
Optivise Advisory Services LLC
671$212.9K0.1%ETFMediumFranklin, TN2026-10-19
Kelly Financial Group LLC
668$212.0K0.0%ETFLowWethersfield, CT2026-10-16
Veracity Capital LLC
668$212.0K0.1%GrowthLowAtlanta, GA2026-10-08
IMG Wealth Management, Inc.
665$211.0K0.1%ETFMediumJacksonville, FL2026-10-27
Poehling Capital Management, Inc.
663$210.4K0.0%ValueLowMadison, WI2026-10-20
Harbor Capital Advisors, Inc.
655$2080.0%ValueHighChicago, IL2026-10-22
Pacific Excel Wealth Advisors, Inc.
653$207.2K0.2%ETFHighWalnut Creek, CA2026-10-27
Islay Capital Management, LLC
652$206.9K0.1%ETFMediumLubbock, TX2026-10-20
Cap Partners, LLC
652$206.9K0.1%ETFLowFranklin, TN2026-10-19
Y.D. More Investments Ltd
650$205.8K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Wedmont Private Capital
647$205.2K0.0%IndexVery LowWest Chester, PA2026-10-09
Ehrlich Financial Group
646$204.9K0.1%ETFHighLaguna Niguel, CA2026-10-20
City Center Advisors, LLC
636$201.8K0.2%ETFMediumTroy, MI2026-10-08
Gradient Investments LLC
635$201.5K0.0%CoreMediumArden Hills, MN2026-10-08
Redhawk Wealth Advisors, Inc.
633$201.0K0.0%ETFHighMinneapolis, MN2026-10-14
Asset Management One Co., Ltd.
627$199.0K0.0%IndexVery LowTokyo, Mexico2026-10-27
CoreCap Advisors, LLC
626$198.7K0.0%ETFMediumSouthfield, MI2026-10-08
Cassaday & Co Wealth Management LLC
623$197.7K0.0%ETFVery LowMclean, VA2026-10-27
Curry Webb Wealth Management LLC
618$211.8K0.1%ETFLowIndianapolis, IN2026-10-22
American Capital Advisory, LLC
578$183.4K0.1%ETFLowKetchum, ID2026-10-28
Plante Moran Financial Advisors, LLC
574$182.3K0.0%ETFVery LowSouthfield, MI2026-11-04
Trust Co of Vermont
563$178.7K0.0%CoreVery LowBrattleboro, VT2026-10-21
Harbor Asset Planning, Inc.
562$178.2K0.1%ETFVery LowBelmont, MA2026-10-23
Ascentis Wealth Management, LLC
524$166.3K0.0%Agg GrowthLowDallas, TX2026-11-03
Team Financial Group, LLC
464$147.3K0.1%ETFLowTemecula, CA2026-10-30
Hazlett, Burt & Watson, Inc.
461$115.0K0.1%CoreVery LowWheeling, WV2026-11-04
Pinnacle Wealth Planning Services, Inc.
436$138.4K0.0%GARPLowMansfield, OH2026-10-27
Comprehensive Financial Planning, Inc.
434$137.8K0.1%Agg GrowthLowEast Petersburg, PA2026-10-27
Parkside Financial Bank & Trust
414$131.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
JFS Wealth Advisors, LLC
408$129.5K0.0%ETFVery LowHermitage, PA2026-11-03
Next Level Wealth Planning, LLC
406$128.8K0.1%ETFVery LowMeridian, ID2026-10-29
Signature Resources Capital Management, LLC
390$123.8K0.1%ETFLowNewport Beach, CA2026-10-16
Reap Financial Group, LLC
365$115.8K0.0%ETFLowAustin, TX2026-11-02
Abound Wealth Management
350$111.2K0.0%ETFVery LowFranklin, TN2026-10-26
Westside Investment Management, Inc.
346$109.8K0.0%GrowthLowSanta Monica, CA2026-11-02
Compass Financial Management LLC
341$108.2K0.0%CoreN/ATampa, FL2026-10-30
Angeles Wealth Management, LLC
341$108.2K0.0%ETFLowSanta Monica, CA2026-10-26
Pittenger & Anderson Inc
338$107.3K0.0%CoreLowLincoln, NE2026-11-02
Wells Financial Advisors Inc
335$106.3K1.0%ETFVery LowFramingham, MA2026-11-02
Gamma Investing LLC
320$101.5K0.0%IndexVery LowFoster City, CA2026-10-08
DecisionPoint Financial, LLC
314$100.8K0.0%ETFVery LowMesa, AZ2026-10-27
RMG Wealth Management LLC
305$88.0K0.0%ETFVery HighPlatteville, WI2026-10-26
Richardson Financial Services Inc.
300$95.2K0.1%GrowthMediumMedway, MA2026-10-30
Balance Wealth Partners LLC
275$87.3K0.0%ETFMediumWorthington, OH2026-10-27
TD Waterhouse Canada Inc.
267$85.7K0.0%CoreLowToronto, Australia2026-10-16
Cullen T Bankers, Inc.
256$81.3K0.0%GrowthLowSan Antonio, TX2026-10-28
CX Institutional
255$810.0%CoreMediumAuburn, IN2026-10-02
Independence Bank of Kentucky
250$79.3K0.0%GrowthLowOwensboro, KY2026-10-26
Latitude Advisors, LLC
231$73.4K0.0%ETFLowYorkville, IL2026-10-27
Nemes Rush Group LLC
219$69.5K0.0%CoreVery LowNovi, MI2026-11-04
Quest 10 Wealth Builders, Inc.
212$67.4K0.1%ETFLowFuquay-Varina, VA2026-11-02
Financial Network Wealth Advisors LLC
211$67.0K0.1%ETFLowMurray, UT2026-10-28
POM Investment Strategies, LLC
195$61.9K0.0%ETFVery HighRaleigh, NC2026-10-20
Murphy & Mullick Capital Management Corp
195$61.9K0.0%GrowthLowSmithtown, NY2026-11-02
Kings Path Partners LLC
192$60.8K0.0%ETFVery LowSugar Land, TX2026-10-21
EverSource Wealth Advisors, LLC
189$59.9K0.0%CoreMediumBirmingham, AL2026-11-04
Oakworth Capital, Inc.
185$58.7K0.0%ETFLowBirmingham, AL2026-10-26
Halbert Hargrove Global Advisors, LLC
183$58.2K0.0%ETFLowLong Beach, CA2026-10-16
Family Capital Trust Co
176$55.8K0.0%CoreLowPeabody, MA2026-10-22
AlphaCore Capital LLC
170$54.0K0.0%ETFLowLa Jolla, CA2026-11-04
Bay Harbor Wealth Management, LLC
169$53.6K0.0%ETFMediumHunt Valley, MD2026-11-03
Bfsg, LLC
166$52.7K0.0%CoreLowIrvine, CA2026-10-30
Kingdom Financial Group Llc.
165$52.4K0.0%ETFMediumPeoria, AZ2026-11-04
Clark Wealth Partners
159$50.5K0.0%ETFVery LowO'Fallon, IL2026-10-19
Ares Financial Consulting, LLC
156$49.6K0.0%CoreLowCalabasas, CA2026-10-19
Networth Advisors, LLC
155$49.2K0.0%ETFMediumCanonsburg, PA2026-11-03
Spirit of America Management Corp
147$46.3K0.0%GARPLowSyosset, NY2026-10-14
Morling Financial Advisors, LLC
147$46.6K0.0%ETFLowFremont, CA2026-10-28
Key Capital Management, Inc
145$46.0K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Duncker Streett & Co Inc
120$38.1K0.0%GrowthLowSt. Louis, MO2026-10-27
Transce3nd, LLC
116$34.7K0.0%GrowthLowBuda, TX2026-10-26
TFC Financial Management, Inc.
108$34.3K0.0%ETFVery LowBoston, MA2026-10-26
Turtle Creek Wealth Advisors, LLC
108$34.3K0.0%GrowthLowDallas, TX2026-10-15
Fairway Wealth LLC
106$33.6K0.0%ETFLowIndependence, OH2026-10-30
Register Financial Advisors LLC
105$33.3K0.0%GARPLowAtlanta, GA2026-10-23
Yankcom Partnership
99$31.4K0.0%CoreVery LowYankton, SD2026-10-15
Montgomery Financial Services LLC
99$31.4K0.0%ETFN/AOcean City, MD2026-11-03
Central Pacific Bank - Trust Division
97$30.8K0.0%CoreMediumHonolulu, HI2026-10-06
Heritage Family Offices, LLP
90$28.4K0.0%GrowthHighScottsdale, AZ2026-11-02
Advocate Investing Services LLC
88$27.9K0.0%ETFLowWoodbine, MD2026-10-26
Cape Investment Advisory, Inc.
88$27.9K0.0%ETFLowMcdonough, GA2026-10-13
Foster Dykema Cabot & Partners, LLC
81$25.7K0.0%GrowthLowWaltham, MA2026-10-30
Reyes Financial Architecture, Inc.
80$25.4K0.0%ETFVery HighSan Diego, CA2026-10-22
EPG Wealth Management LLC
71$22.5K0.0%GrowthLowAtlanta, GA2026-11-03
Caldwell Trust Co
68$21.6K0.0%GrowthLowVenice, FL2026-10-30
Concord Wealth Partners
66$20.9K0.0%GrowthLowAbingdon, VA2026-11-02
North Point Portfolio Managers Corp
65$20.6K0.0%GrowthLowOrange Village, OH2026-10-07
Elevate Wealth Advisory, Inc
60$19.0K0.0%ETFVery LowAthens, GA2026-10-29
Planning Strategies Inc.
60$19.0K0.0%ETFN/ALancaster, PA2026-10-02
Avion Wealth
58$180.0%ETFLowThe Woodlands, TX2026-11-04
Indiana Trust & Investment Management Co
54$17.1K0.0%GrowthLowMishawaka, IN2026-10-22
Essential Partners LLC
50$15.9K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Triumph Capital Management
45$14.3K0.0%ETFMediumDenver, CO2026-10-14
Pension & Wealth Management Advisors, Inc.
45$14.4K0.0%ETFLowWaltham, MA2026-10-16
Phillips Financial Management, LLC
45$14.3K0.0%ETFVery LowFort Wayne, IN2026-10-19
Hurley Capital, LLC
36$11.5K0.0%GARPMediumNew York, NY2026-11-05
Highline Wealth Partners LLC
34$10.9K0.0%ETFMediumSherman Oaks, CA2026-10-19
Trifecta Capital Advisors, LLC
34$10.8K0.0%Agg GrowthVery LowNorthbrook, IL2026-10-21
Cranbrook Wealth Management, LLC
33$10.5K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
Vima LLC
32$10.2K0.0%CoreLowTroy, MI2026-10-23
First Pacific Financial
31$9.9K0.0%ETFLowVancouver, WA2026-10-14
Arvest Investments, Inc.
31$9.8K0.0%ETFLowLowell, AR2026-10-21
Atlantic Edge Private Wealth Management, LLC
30$9.5K0.0%CoreLowJacksonville, FL2026-10-20
Pacific Center for Financial Services
30$9.5K0.0%ETFMediumDanville, CA2026-10-15
Townsend Asset Management Corp
29$9.1K0.0%CoreLowRaleigh, NC2026-10-29
Costello Asset Management, Inc
28$8.8K0.0%CoreLowFeasterville, PA2026-10-30
Dynamic Wealth Strategies, LLC
27$8.6K0.0%ETFLowGranite Bay, CA2026-10-16
High Note Wealth, LLC
27$8.6K0.0%ETFVery LowDeephaven, MN2026-10-27
GK Wealth Management LLC
26$8.3K0.0%GARPVery HighReno, NV2026-10-09
Mcdonald Partners LLC
25$7.9K0.0%CoreLowCleveland, OH2026-11-03
Nfsg Corp
23$7.3K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Olistico Wealth, LLC
23$7.3K0.0%GrowthVery LowTulsa, OK2026-10-05
Cordgrass Capital Advisors, LLC
23$7.3K0.0%CoreLowRaleigh, NC2026-10-30
Meriwether Wealth & Planning, LLC
21$6.7K0.0%ETFMediumMinden, LA2026-10-13
Capital Advisors, Ltd. LLC
19$60.0%ETFLowShaker Heights, OH2026-10-27
Adirondack Trust Co
17$5.4K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Godsey & Gibb, Inc
16$5.1K0.0%CoreLowRichmond, VA2026-10-14
Gleason Group, Inc.
16$5.1K0.0%ETFVery LowProspect, KY2026-10-15
Dhjj Financial Advisors, Ltd.
16$5.1K0.0%ETFVery LowNaperville, IL2026-10-23
Allspring Global Investments Holdings, LLC
14$4.5K0.0%CoreMediumCharlotte, NC2026-11-04
Edgemoor Investment Advisors, Inc.
14$4.4K0.0%CoreVery LowBethesda, MD2026-11-03
Wolff Wiese Magana LLC
13$4.1K0.0%GrowthLowCarslbad, CA2026-10-15
Grove Bank & Trust
13$4.1K0.0%ETFLowMiami, FL2026-10-08
Trust Co of Toledo NA
12$3.8K0.0%GrowthVery LowHolland, OH2026-10-16
SJS Investment Consulting Inc.
11$3.5K0.0%ETFVery LowSylvania, OH2026-10-26
Raleigh Capital Management Inc.
11$3.6K0.0%CoreMediumCary, NC2026-10-28
NBT Bank, N.A.
11$3.5K0.0%CoreLowNorwich, NY2026-10-21
William Mack & Associates, Inc.
10$3.2K0.0%ETFLowTroy, MI2026-10-27
United Financial Planning Group LLC
9$2.9K0.0%ETFHighHauppauge, NY2026-11-04
TD Private Client Wealth LLC
8$2.5K0.0%ETFLowNew York, NY2026-10-28
First Bancorp, Inc
8$2.5K0.0%ValueVery LowDamariscotta, ME2026-10-26
Financial Perspectives, Inc
6$1.9K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Versant Capital Management, Inc
5$1.6K0.0%GARPLowPhoenix, AZ2026-10-02
Nova Financial LLC
5$1.6K0.0%N/AN/ATucson, AZ2026-11-04
Markowski Investments
5$1.6K0.0%ETFN/ATampa, FL2026-10-30
Elevation Wealth Partners, LLC
2$6410.0%ETFLowWalnut Creek, CA2026-10-07
Rachor Investment Advisory Services, LLC
2$6380.0%ETFVery LowLinden, MI2026-10-29
Retirement Wealth Solutions LLC
1$2200.0%ETFLowMarshfield, WI2026-10-07
Elyxium Wealth, LLC
1$2250.0%GrowthVery LowBeverly Hills, CA2026-10-27