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Ishares Core Intl Stock ETF (IXUS)

CUSIP: 46432F834 | NYSE | 1887 institutional holders

Quarters

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

Beneficial Ownership — 13D / 13G

Full history →

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

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABlackRock Portfolio Management LLC269,157,27843.5%−4,960,709Sep 30, 2026No 13F filer matched
13G/ABlackRock Portfolio Management LLC269,157,278
43.5% of class · Sep 30, 2026−4,960,709
No 13F filer matched

Institutional Holders — Q3 2026

D.A. Davidson & Co.8,086,048
4.1% of portfolio›$768.1M
Adventist Health System Sunbelt Healthcare Corp3,281,486
7.4% of portfolio›$311.7M
Waldron Private Wealth LLC2,970,072
9.8% of portfolio›$282.1M
Davidson Investment Advisors2,096,413
8.3% of portfolio›$199.1M
AMG National Trust Bank1,905,579
3.7% of portfolio›$181.0M
Cahaba Wealth Management, Inc.1,810,439
10.3% of portfolio›$172.0M
Gerber Kawasaki Wealth & Investment Management1,775,638
4.3% of portfolio›$168.7M
Commonwealth Equity Services, LLC1,588,430
0.2% of portfolio›$150.9M
Prime Capital Investment Advisors, LLC1,390,786
1.3% of portfolio›$132.1M
Compass Ion Advisors, LLC1,172,316
9.4% of portfolio›$111.4M
AlphaCore Capital LLC1,045,534
1.6% of portfolio›$99.3M
Cambridge Investment Research Advisors, Inc.918,449
0.0% of portfolio›$87.2K
True Private Wealth Advisors878,788
7.1% of portfolio›$83.5M
Legacy Wealth Management, LLC730,113
3.7% of portfolio›$69.4M
Forvis Mazars Wealth Advisors, LLC725,382
1.1% of portfolio›$68.9M
Tiller Private Wealth, Inc.624,229
18.6% of portfolio›$59.3M
Chesley Taft & Associates LLC550,684
2.0% of portfolio›$52.3M
Factory Mutual Insurance Co524,000
0.4% of portfolio›$49.8M
Bricktown Capital, LLC508,819
8.8% of portfolio›$48.3M
Equitable Trust Co502,310
2.0% of portfolio›$47.7M
Allen Investment Management, LLC482,142
0.5% of portfolio›$45.8M
Standpoint Asset Management, LLC480,400
8.9% of portfolio›$45.6M
Smith Chas P & Associates PA Cpas397,278
1.8% of portfolio›$37.1M
Lodestar Private Asset Management LLC392,728
3.2% of portfolio›$37.3M
HUB Investment Partners, LLC363,839
0.6% of portfolio›$34.6M
Stone House Investment Management, LLC338,653
4.2% of portfolio›$32.2M
Regatta Capital Group, LLC307,597
3.7% of portfolio›$29.2M
Alliance Wealth Advisors, LLC292,437
5.1% of portfolio›$27.8M
Ullmann Wealth Partners Group, LLC260,504
2.2% of portfolio›$24.7M
Brookstone Capital Management260,215
0.2% of portfolio›$24.7M
Wealth Enhancement Advisory Services, LLC258,345
0.0% of portfolio›$24.3M
Keybank National Association250,895
0.1% of portfolio›$23.8M
Creative Planning248,641
0.0% of portfolio›$23.6M
Magnolia Wealth Management, LLC237,509
11.8% of portfolio›$22.6M
Finley Financial, LLC228,203
8.9% of portfolio›$21.6M
MontVue Capital Management, Inc.219,525
12.2% of portfolio›$20.9M
Strategic Point Investment Advisors, LLC216,858
2.7% of portfolio›$20.6M
Phillips Financial Management, LLC215,267
1.6% of portfolio›$20.4M
Assetmark, Inc210,138
0.0% of portfolio›$14.8M
First Hawaiian Bank197,738
2.3% of portfolio›$18.8M
Single Point Partners, LLC191,436
0.6% of portfolio›$3.6M
Baker Ellis Asset Management LLC185,841
1.9% of portfolio›$17.7M
McKinley Carter Wealth Services, Inc.184,435
0.9% of portfolio›$17.5M
White Lighthouse Investment Management Inc.182,819
2.1% of portfolio›$17.4M
HB Wealth Management, LLC179,407
0.1% of portfolio›$17.0M
Choreo, LLC178,751
0.2% of portfolio›$17.0M
Angeles Wealth Management, LLC178,523
0.7% of portfolio›$17.0M
Pension & Wealth Management Advisors, Inc.177,495
3.8% of portfolio›$16.9M
Goldstein Advisors, LLC172,756
1.5% of portfolio›$16.4M
Flagship Harbor Advisors, LLC171,727
0.6% of portfolio›$16.3M
Trinity Wealth Management, LLC168,578
5.1% of portfolio›$16.0M
North Dakota State Investment Board163,441
0.6% of portfolio›$15.5M
JGP Wealth Management, LLC159,849
1.3% of portfolio›$15.2M
Wealthcare Advisory Partners LLC158,058
0.3% of portfolio›$15.0M
Financial Designs Corp155,691
7.6% of portfolio›$14.8M
Verus Financial Partners, Inc.149,080
1.2% of portfolio›$14.2M
Traveka Wealth, LLC148,993
4.4% of portfolio›$14.2M
Kestra Advisory Services, LLC139,648
0.0% of portfolio›$13.3M
Forte Asset Management LLC137,463
5.3% of portfolio›$13.1M
Greenwood Capital Associates LLC137,074
1.3% of portfolio›$13.0M
Winthrop Advisory Group LLC134,763
0.8% of portfolio›$12.8M
Howland Capital Management LLC132,347
0.4% of portfolio›$12.6M
Forbes J M & Co LLP125,478
0.9% of portfolio›$11.9M
Skyline Advisors, Inc.125,339
3.7% of portfolio›$11.9M
Cherrydale Wealth Management, LLC123,532
3.0% of portfolio›$11.7M
Mirae Asset Global Investments Co., Ltd.122,600
0.0% of portfolio›$11.6M
Cliftonlarsonallen Wealth Advisors, LLC119,721
0.1% of portfolio›$11.4M
MCF Advisors LLC116,434
0.4% of portfolio›$11.1M
Riggs Asset Managment Co. Inc.111,968
2.0% of portfolio›$10.6M
Park Avenue Securities LLC110,803
0.0% of portfolio›$10.5K
Atria Investments, Inc106,139
0.1% of portfolio›$10.1M
Ascent Group, LLC105,783
0.3% of portfolio›$10.0M
Farther Finance Advisors, LLC103,983
0.1% of portfolio›$9.9M
Wesbanco Bank Inc100,024
0.3% of portfolio›$9.5M
Diversify Wealth Management, LLC97,001
0.1% of portfolio›$9.1M
Diversify Advisory Services, LLC97,001
0.1% of portfolio›$9.1M
Newton One Investments LLC96,407
2.3% of portfolio›$9.2M
Catalyst Private Wealth, LLC95,821
3.8% of portfolio›$9.1M
Swmg, LLC91,168
1.8% of portfolio›$8.4M
Oppenheimer & Co Inc89,195
0.1% of portfolio›$8.5M
FC Advisory LLC88,648
2.2% of portfolio›$8.4M
Weatherly Asset Management L. P.88,187
0.6% of portfolio›$8.4M
James J. Burns & Company, LLC87,582
0.9% of portfolio›$8.3M
Vaquero Private Wealth, LTD85,069
1.7% of portfolio›$8.1M
Physician Wealth Advisors, Inc.84,798
0.9% of portfolio›$8.1M
Hubbell Strickland Wealth Management, LLC84,646
2.9% of portfolio›$8.0M
St. Louis Trust Co84,346
0.8% of portfolio›$8.0M
Hill Island Financial LLC82,359
1.6% of portfolio›$7.8M
Fairvoy Private Wealth, LLC78,876
1.5% of portfolio›$7.5M
Gleason Group, Inc.77,637
0.7% of portfolio›$7.4M
Fund Evaluation Group, LLC77,101
0.2% of portfolio›$7.3M
Strategic Blueprint, LLC71,814
0.3% of portfolio›$6.8M
Lunt Capital Management, Inc.71,757
2.6% of portfolio›$6.8M
GuidedMoney, LLC70,845
3.1% of portfolio›$6.7M
NYL Investors LLC70,663
2.7% of portfolio›$6.7M
Crescent Grove Advisors, LLC68,984
0.6% of portfolio›$6.6M
KFA Private Wealth Group, LLC67,964
1.5% of portfolio›$6.5M
Mesirow Financial Investment Management, Inc.67,142
0.1% of portfolio›$6.4M
Soltis Investment Advisors LLC65,825
0.3% of portfolio›$6.3M
Blueprint Investment Partners LLC65,564
0.5% of portfolio›$6.2M
Blueprint Financial Advisors LLC65,457
0.7% of portfolio›$6.2M
Ellis Investment Partners, LLC64,325
0.9% of portfolio›$6.1M
Firestone Capital Management64,184
1.1% of portfolio›$6.1M
Lineweaver Wealth Advisors, LLC64,160
0.7% of portfolio›$6.1M
LVM Capital Management LTD63,653
0.5% of portfolio›$6.0M
WBH Advisory Inc63,649
0.4% of portfolio›$6.0M
Manuka Financial, LLC63,477
3.0% of portfolio›$6.0M
Signaturefd, LLC63,166
0.1% of portfolio›$6.0M
Patriot Financial Group Insurance Agency, LLC60,816
0.6% of portfolio›$5.8M
Davidson Trust Co60,629
2.3% of portfolio›$5.8M
PW Nova Financial Services LLC59,854
1.2% of portfolio›$5.7M
Mission Wealth Management, LP59,160
0.1% of portfolio›$5.6M
Concurrent Investment Advisors, LLC58,833
0.0% of portfolio›$5.6M
Townsend Financial Planning, LLC58,085
4.9% of portfolio›$5.5M
Gryphon Financial Partners LLC56,378
0.5% of portfolio›$5.4M
Fifth Third Securities, Inc.55,868
0.3% of portfolio›$5.3M
TCV Trust & Wealth Management, Inc.54,548
0.4% of portfolio›$5.2M
Guardsman Private Capital Management, Inc.54,282
3.6% of portfolio›$5.2M
Pinnacle Associates LTD53,816
0.1% of portfolio›$5.1M
Downshift Financial, LLC52,781
2.2% of portfolio›$5.0M
Beacon Financial Planning, Inc52,530
1.7% of portfolio›$5.0M
Oliver Luxxe Assets LLC52,340
0.8% of portfolio›$5.0M
Catalyst Investment Management LLC51,992
4.4% of portfolio›$4.9M
Barrett & Company, Inc.51,405
1.3% of portfolio›$4.9M
Fiduciary Advisors, Inc.49,951
3.2% of portfolio›$4.7M
Advisory Resource Group49,855
0.7% of portfolio›$4.7M
Spire Wealth Management48,892
0.1% of portfolio›$4.6M
AdvisorNet Financial, Inc48,815
0.2% of portfolio›$4.6M
Guidance Point Advisors, LLC47,009
0.9% of portfolio›$4.5M
Taylor & Morgan Wealth Management, LLC46,129
2.1% of portfolio›$4.4M
Truist Financial Corp44,719
0.0% of portfolio›$4.2M
Leonard Rickey Investment Advisors P.L.L.C.44,475
0.7% of portfolio›$4.2M
Chicago Partners Investment Group LLC43,082
0.1% of portfolio›$4.0M
Nisa Investment Advisors, LLC43,000
0.0% of portfolio›$4.1M
Independent Solutions Wealth Management, LLC42,957
0.5% of portfolio›$4.1M
Pennsylvania Capital Management Inc42,618
1.0% of portfolio›$4.0M
Foster Victor Wealth Advisors, LLC42,323
0.2% of portfolio›$3.9M
Carnegie Investment Counsel41,680
0.1% of portfolio›$4.0M
Stash Investments, LLC41,673
1.2% of portfolio›$4.0M
Balentine LLC41,439
0.1% of portfolio›$3.9M
SteelPeak Wealth, LLC41,373
0.1% of portfolio›$3.9M
Cedar Mountain Advisors, LLC40,884
0.7% of portfolio›$3.9M
Lido Advisors, LLC39,928
0.0% of portfolio›$3.8M
Kestra Private Wealth Services, LLC39,744
0.0% of portfolio›$3.8M
Compass Financial Management LLC39,656
0.4% of portfolio›$3.8M
Robertson Stephens Wealth Management, LLC39,605
0.1% of portfolio›$3.8M
Integrity Alliance, Llc.39,190
0.1% of portfolio›$3.7M
Legacy Advisors, LLC38,995
0.4% of portfolio›$3.7M
Cyndeo Wealth Partners, LLC38,920
0.2% of portfolio›$3.7M
Abundance Wealth Counselors38,859
0.5% of portfolio›$3.7M
Cadinha & Co LLC38,679
0.6% of portfolio›$3.7M
Sjbenen Advisory, LLC38,201
2.2% of portfolio›$3.6M
Wealthcare Capital Management LLC38,198
0.4% of portfolio›$3.6M
Freedom Day Solutions, LLC37,527
0.8% of portfolio›$3.6M
Flagship Private Wealth, LLC37,253
1.2% of portfolio›$3.5M
Amplius Wealth Advisors, LLC36,302
0.2% of portfolio›$3.4M
Pinnacle Wealth Management Advisory Group, LLC35,126
0.2% of portfolio›$3.3M
Canandaigua National Trust Co of Florida34,437
1.8% of portfolio›$3.3M
Mather Group, Llc.34,281
0.0% of portfolio›$3.3M
Wealth Group Ltd33,878
0.6% of portfolio›$3.2M
Sharkey, Howes & Javer33,630
0.4% of portfolio›$3.2M
Penobscot Wealth Management33,400
0.8% of portfolio›$3.2M
Marietta Wealth Management, LLC33,046
0.3% of portfolio›$3.1M
Pacific Park Financial, Inc.32,736
1.8% of portfolio›$3.1M
ADE, LLC31,954
1.2% of portfolio›$3.0M
Kelly Financial Group LLC31,292
0.7% of portfolio›$3.0M
Victory Financial Group, LLC31,234
0.3% of portfolio›$3.0M
Integrated Advisors Network LLC30,314
0.1% of portfolio›$2.9M
Advocate Group LLC30,001
0.4% of portfolio›$2.8M
Collective Family Office LLC29,800
0.6% of portfolio›$2.8M
Klingman & Associates, LLC28,872
0.1% of portfolio›$2.7M
Chatham Capital Group, Inc.28,020
0.3% of portfolio›$2.7M
Brighton Jones LLC27,908
0.0% of portfolio›$2.7M
Vise Technologies, Inc.27,068
0.0% of portfolio›$2.6M
Rede Wealth, LLC27,057
0.8% of portfolio›$2.6M
Revolve Wealth Partners, LLC26,994
0.3% of portfolio›$2.6M
BlueChip Wealth Advisors LLC26,922
0.9% of portfolio›$2.6M
Williams & Novak Wealth Management, LLC26,511
1.5% of portfolio›$2.5M
Isthmus Partners, LLC26,443
0.2% of portfolio›$2.5M
StoneX Group Inc.26,376
0.1% of portfolio›$2.5M
Sterling Investment Counsel, LLC26,101
0.6% of portfolio›$2.5M
Triad Wealth Partners, LLC25,920
0.1% of portfolio›$2.5M
XML Financial, LLC25,824
0.2% of portfolio›$2.5M
Vicus Capital25,700
0.2% of portfolio›$2.4M
Donor Advised Charitable Giving, Inc.25,275
0.0% of portfolio›$2.4M
Ipswich Investment Management Co., Inc.25,071
0.5% of portfolio›$2.4M
Van Cleef Asset Management,Inc24,999
0.2% of portfolio›$2.4M
SAX Wealth Advisors, LLC24,997
0.1% of portfolio›$2.4M
Madson Wealth Advisors Inc24,822
1.6% of portfolio›$2.4M
Bond & Devick Financial Network, Inc.24,446
0.6% of portfolio›$2.3M
Global Strategic Investment Solutions, LLC24,077
0.2% of portfolio›$2.3M
Connecticut Wealth Management, LLC23,987
0.1% of portfolio›$2.3M
Procyon Advisors, LLC23,888
0.1% of portfolio›$2.3M
RED Lighthouse Investment Management, LLC23,790
0.7% of portfolio›$2.3M
Brandywine OAK Private Wealth LLC23,668
0.2% of portfolio›$2.2M
Glass Jacobson Investment Advisors llc23,002
0.7% of portfolio›$2.2M
New England Professional Planning Group Inc.22,709
0.8% of portfolio›$2.2M
Sentinel Trust Co LBA22,530
0.3% of portfolio›$2.1M
Legacy Bridge, LLC21,933
0.7% of portfolio›$2.1M
GSG Advisors LLC21,913
0.4% of portfolio›$2.1M
MGO One Seven LLC21,894
0.0% of portfolio›$2.1M
High Probability Advisors, LLC21,762
0.2% of portfolio›$2.1M
Alliance Wealth Advisors, LLC21,571
0.6% of portfolio›$2.0M
Jamison Private Wealth Management, Inc.21,272
0.2% of portfolio›$2.0M
Golden State Wealth Management, LLC21,205
0.2% of portfolio›$2.0M
Gainplan LLC21,148
0.8% of portfolio›$2.0M
Kathmere Capital Management, LLC21,099
0.1% of portfolio›$2.0M
Clear Creek Financial Management, LLC21,052
0.2% of portfolio›$2.0M
Verum Partners LLC21,008
0.3% of portfolio›$2.0M
Luminvest Wealth Management LLC20,995
0.5% of portfolio›$2.0M
Financial Management Professionals, Inc.20,912
0.2% of portfolio›$2.0M
Sage Financial Group Inc20,577
0.1% of portfolio›$2.0M
Wealth Enhancement Trust Services, Inc.20,487
0.2% of portfolio›$1.9M
Asset Dedication, LLC20,472
0.1% of portfolio›$1.9M
Voisard Asset Management Group, Inc.20,455
0.4% of portfolio›$1.9M
Canandaigua National Bank & Trust Co19,623
0.2% of portfolio›$1.9M
Apollon Wealth Management, LLC19,202
0.0% of portfolio›$1.8M
Twelve Points Wealth Management LLC18,987
0.3% of portfolio›$1.8M
ETF Portfolio Partners, Inc.18,904
0.4% of portfolio›$1.8M
Arlington Trust Co LLC18,684
0.1% of portfolio›$1.8M
Factor Wealth Management LTD17,921
0.3% of portfolio›$1.7M
Arista Wealth Management, LLC17,776
0.2% of portfolio›$1.7M
Burk Holdings LLC17,207
0.6% of portfolio›$1.6M
Independent Wealth Advisors LLC16,909
1.3% of portfolio›$1.6M
Canopy Partners, LLC16,715
0.5% of portfolio›$1.6M
Adkins Seale Capital Management LLC16,709
1.3% of portfolio›$1.6M
Kachkovsky & Fisher, Inc.16,672
1.4% of portfolio›$1.6M
Sagespring Wealth Partners, LLC16,421
0.0% of portfolio›$1.6M
Cambridge Financial Group, LLC16,294
0.5% of portfolio›$1.6M
Tred Avon Family Wealth, LLC15,997
0.5% of portfolio›$1.5M
Carlton Hofferkamp & Jenks Wealth Management, LLC15,580
0.5% of portfolio›$1.5M
Clark Asset Management, LLC15,022
0.1% of portfolio›$1.4M
4Wealth Advisors, Inc.14,995
1.0% of portfolio›$1.4M
Wedmont Private Capital14,908
0.0% of portfolio›$1.4M
Quest 10 Wealth Builders, Inc.14,716
1.0% of portfolio›$1.4M
Breakwater Capital Group14,693
0.2% of portfolio›$1.4M
Kingswood Wealth Advisors, LLC14,664
0.1% of portfolio›$1.4M
Prospera Financial Services Inc14,200
0.0% of portfolio›$1.3M
Rooted Wealth Advisors, Inc.14,103
0.3% of portfolio›$1.3M
Keystone Financial Group, Inc.14,053
0.7% of portfolio›$1.3M
Byrne Asset Management LLC13,732
0.7% of portfolio›$1.3M
SilverOak Wealth Management LLC13,729
0.2% of portfolio›$1.3M
Parallel Advisors, LLC13,303
0.0% of portfolio›$1.3M
Confluence Wealth Services, Inc.13,159
0.0% of portfolio›$1.2M
Castellan Group13,066
0.1% of portfolio›$1.2M
Equity Wealth Partners, LLC12,997
0.4% of portfolio›$1.2M
Parsons Capital Management Inc12,993
0.1% of portfolio›$1.2M
True Blue Financial, LLC12,980
0.5% of portfolio›$1.2M
Boyum Wealth Architects LLC12,941
0.5% of portfolio›$1.2M
Avantax Planning Partners, Inc.12,783
0.0% of portfolio›$1.2M
Wilmington Savings Fund Society, FSB12,660
0.0% of portfolio›$1.2M
Sfam, LLC12,433
1.0% of portfolio›$1.2M
SC&H Financial Advisors, Inc.12,418
0.2% of portfolio›$1.2M
Nemes Rush Group LLC12,365
0.1% of portfolio›$1.2M
Stirlingshire Investments, Inc.12,204
0.8% of portfolio›$1.2M
CGN Advisors LLC12,038
0.1% of portfolio›$1.1M
Maple Capital Management, Inc.11,976
0.1% of portfolio›$1.1M
Aspen Wealth Management LLC11,938
0.2% of portfolio›$1.1M
Capstone Wealth Management, LLC11,897
0.5% of portfolio›$1.1M
RKL Wealth Management LLC11,873
0.1% of portfolio›$1.1M
Cushing Capital Partners, LLC11,688
0.7% of portfolio›$1.1M
Integrity Advisory Solutions, LLC11,476
0.1% of portfolio›$1.1M
Wedbush Securities Inc11,292
0.0% of portfolio›$1.1K
SeaCrest Wealth Management, LLC11,190
0.1% of portfolio›$1.1M
PKS Advisory Services, LLC11,046
0.2% of portfolio›$1.1M
Inman Jager Wealth Management, LLC10,819
0.5% of portfolio›$1.0M
Bailard, Inc.10,781
0.0% of portfolio›$1.0M
Life Planning Partners, Inc10,461
0.8% of portfolio›$993.7K
Blue Trust, Inc.10,320
0.0% of portfolio›$980.3K
Michels Family Financial, LLC10,266
0.6% of portfolio›$975.2K
SWS Partners10,247
0.2% of portfolio›$973.3K
CFS Investment Advisory Services, LLC10,232
0.1% of portfolio›$982.9K
RFG Advisory, LLC10,118
0.0% of portfolio›$961.1K
FSM Wealth Advisors, LLC9,865
0.1% of portfolio›$937.1K
Unique Wealth, LLC9,862
0.1% of portfolio›$936.8K
DecisionMap Wealth Management, LLC9,698
0.5% of portfolio›$921.2K
Boston Standard Wealth Management, LLC9,636
0.1% of portfolio›$915.4K
Signal Advisors Wealth, LLC9,615
0.0% of portfolio›$913.3K
Mitchell Capital Management Co9,592
0.1% of portfolio›$911.1K
Private Trust Co NA9,404
0.1% of portfolio›$893.3K
Legacies Wealth LLC9,271
0.5% of portfolio›$880.7K
Atlas Private Wealth Advisors9,240
0.2% of portfolio›$877.7K
Meridian Wealth Management, LLC9,175
0.0% of portfolio›$871.5K
Snider Financial Group9,106
0.2% of portfolio›$865.0K
Argonautica Private Wealth Management, Inc8,987
0.2% of portfolio›$853.6K
PFG Advisors8,963
0.0% of portfolio›$851.4K
Courage Miller Partners, LLC8,774
0.2% of portfolio›$833.4K
Financial Council, LLC8,757
0.3% of portfolio›$831.8K
Gibbs Wealth Management8,548
0.1% of portfolio›$812.0K
Ballast Financial Advisors LLC8,540
0.8% of portfolio›$811.2K
Wealth Effects LLC8,486
0.2% of portfolio›$806.1K
Evanson Financial, LLC8,432
0.0% of portfolio›$801.0K
Hutchens & Kramer Investment Management Group, LLC8,350
0.2% of portfolio›$793.2K
Bouvel Investment Partners, LLC8,317
0.2% of portfolio›$790.0K
Cherry Tree Wealth Management, LLC8,317
0.1% of portfolio›$790.0K
Sara-Bay Financial8,254
0.2% of portfolio›$784.0K
Klaas Financial Asset Advisors, LLC8,210
0.1% of portfolio›$779.9K
Fermata Advisors, LLC8,138
0.1% of portfolio›$773.0K
Squire Investment Management Company, LLC8,114
0.2% of portfolio›$770.7K
Ashton Thomas Private Wealth, LLC8,032
0.0% of portfolio›$763.0K
Biltmore Family Office, LLC7,908
0.1% of portfolio›$751.2K
IFP Advisors, Inc7,864
0.0% of portfolio›$747.0K
NBT Bank, N.A.7,783
0.1% of portfolio›$739.3K
Balefire, LLC7,755
0.1% of portfolio›$736.6K
Cassilly Financial Group LLC7,733
0.5% of portfolio›$734.6K
Venture Visionary Partners LLC7,621
0.0% of portfolio›$723.9K
Columbus Macro, LLC7,575
0.1% of portfolio›$719.5K
Facet Wealth, Inc.7,574
0.0% of portfolio›$719.5K
Madison Park Capital Advisors, LLC7,412
0.5% of portfolio›$704.1K
Cantor Fitzgerald Investment Advisors L.P.7,274
0.0% of portfolio›$691.0K
Valeo Financial Advisors, LLC7,254
0.0% of portfolio›$689.1K
Essential Planning, Llc.7,214
0.2% of portfolio›$685.3K
Client 1ST Advisory Group, LLC7,163
0.2% of portfolio›$680.4K
Watershed Private Wealth LLC7,157
0.2% of portfolio›$679.8K
Independent Financial Group, LLC7,144
0.0% of portfolio›$678.6K
Hoxton Planning & Management, LLC7,130
0.2% of portfolio›$677.3K
Citigroup Inc7,075
0.0% of portfolio›$672.1K
Truefg, LLC7,056
0.2% of portfolio›$670.2K
Karras Company, Inc.6,933
0.6% of portfolio›$658.6K
Sigma Planning Corp6,839
0.0% of portfolio›$649.6K
Portside Wealth Group, LLC6,816
0.1% of portfolio›$647.4K
Elevation Point Wealth Partners, LLC6,804
0.0% of portfolio›$646.3K
Able Wealth Management LLC6,753
0.1% of portfolio›$648.9K
Virtue Capital Management, LLC6,726
0.1% of portfolio›$638.9K
Sound Stewardship, LLC6,540
0.3% of portfolio›$621.2K
Romano Brothers and Company6,538
0.1% of portfolio›$621.0K
KOM Wealth Management Group, LLC6,538
0.3% of portfolio›$621.1K
DMC Group, LLC6,527
0.4% of portfolio›$620.0K
OpenArc Corporate Advisory, LLC6,520
0.0% of portfolio›$619.3K
Indivisible Partners6,516
0.0% of portfolio›$618.9K
LJI Wealth Management, LLC6,481
0.1% of portfolio›$615.6K
MBL Wealth, LLC6,367
0.0% of portfolio›$604.8K
Fairway Wealth LLC6,335
0.1% of portfolio›$601.8K
Traynor Capital Management, Inc.6,277
0.0% of portfolio›$596.3K
Valpey Financial Services, LLC6,265
0.4% of portfolio›$595.2K
Lake Street Private Wealth, LLC6,244
0.1% of portfolio›$593.1K
Embree Financial Group6,243
0.1% of portfolio›$593.0K
Verdence Capital Advisors LLC6,176
0.0% of portfolio›$586.6K
Benchmark Financial Wealth Advisors, LLC6,093
0.1% of portfolio›$578.7K
Glenview Trust Co6,061
0.0% of portfolio›$575.7K
Selective Wealth Management, Inc.5,930
0.1% of portfolio›$556.8K
Willow Creek Wealth Management Inc.5,925
0.0% of portfolio›$562.8K
Fiduciary Financial Group, LLC5,860
0.1% of portfolio›$556.6K
Tectonic Advisors LLC5,802
0.0% of portfolio›$551.1K
Simplicity Wealth,LLC5,688
0.0% of portfolio›$540.2K
Sharper & Granite LLC5,658
0.2% of portfolio›$490.2K
Beirne Wealth Consulting Services, LLC5,570
0.1% of portfolio›$529.5K
Wolff Wiese Magana LLC5,439
0.2% of portfolio›$516.7K
RPG Investment Advisory, LLC5,430
0.1% of portfolio›$515.8K
Good Harbor Advisors, Inc.5,387
0.5% of portfolio›$511.7K
Harbor Investment Advisory, LLC5,361
0.0% of portfolio›$509.3K
55 North Private Wealth, LLC5,297
0.1% of portfolio›$503.2K
Claro Advisors Inc.5,277
0.0% of portfolio›$501.3K
Trust Point Inc.5,247
0.0% of portfolio›$498.4K
Thrive Wealth Management, LLC5,223
0.1% of portfolio›$496.1K
Sovran Advisors, LLC5,223
0.0% of portfolio›$489.7K
Lpwm LLC5,204
0.1% of portfolio›$494.3K
Liberty Capital Management, Inc.5,159
0.1% of portfolio›$490.1K
Pinnacle Wealth Management Group, Inc.5,150
0.2% of portfolio›$489.2K
Obermeyer Wealth Partners5,092
0.0% of portfolio›$483.7K
Cogent Strategic Wealth LLC4,963
0.4% of portfolio›$471.4K
Dagco, Inc.4,947
0.1% of portfolio›$469.9K
Graves Light Lenhart Wealth, Inc.4,942
0.0% of portfolio›$469.4K
Koshinski Asset Management, Inc.4,934
0.0% of portfolio›$468.6K
Tenon Financial LLC4,925
0.1% of portfolio›$467.8K
Reflection Asset Management4,925
0.2% of portfolio›$467.8K
Silverlake Wealth Management LLC4,906
0.1% of portfolio›$466.1K
KWB Wealth4,902
0.0% of portfolio›$465.7K
PDS Planning, Inc4,867
0.0% of portfolio›$462.3K
International Assets Investment Management, LLC4,863
0.0% of portfolio›$459.6K
Modera Wealth Management, LLC4,812
0.0% of portfolio›$457.1K
Bison Wealth, LLC4,776
0.0% of portfolio›$451.7K
Strid Group, LLC4,716
0.0% of portfolio›$448.0K
TD Private Client Wealth LLC4,644
0.0% of portfolio›$441.1K
PUREfi Wealth, LLC4,643
0.2% of portfolio›$441.0K
AAF Wealth Management, LLC4,624
0.2% of portfolio›$439.3K
Regions Financial Corp4,620
0.0% of portfolio›$438.9K
Tranquility Partners, LLC4,609
0.2% of portfolio›$437.8K
TFC Financial Management, Inc.4,586
0.0% of portfolio›$435.7K
LFG Wealth Partners, LLC4,583
0.2% of portfolio›$435.4K
Wealthcare Capital Partners, LLC4,582
0.2% of portfolio›$435.2K
Advisor OS, LLC4,576
0.0% of portfolio›$434.7K
Raleigh Capital Management Inc.4,529
0.1% of portfolio›$430.2K
AlphaStar Capital Management, LLC4,520
0.0% of portfolio›$429.4K
Sage Mountain Advisors LLC4,506
0.0% of portfolio›$428.0K
Riverbend Wealth Management, LLC4,476
0.2% of portfolio›$425.2K
Colorado Capital Management, Inc.4,456
0.0% of portfolio›$423
True North Advisors, LLC4,441
0.0% of portfolio›$421.9K
McGlone Suttner Wealth Management, Inc.4,408
0.0% of portfolio›$418.7K
Laurel OAK Wealth Management, LLC4,378
0.1% of portfolio›$415.9K
Accredited Investors Inc.4,359
0.0% of portfolio›$414.1K
waypoint wealth counsel4,314
0.2% of portfolio›$409.8K
JDH Wealth Management, LLC4,283
0.2% of portfolio›$406.8K
Lanark Financial, Inc.4,241
0.0% of portfolio›$402.9K
Perigon Wealth Management, LLC4,214
0.0% of portfolio›$400.3K
BIP Wealth, LLC4,165
0.0% of portfolio›$395.7K
May Hill Capital, LLC4,157
0.1% of portfolio›$394.9K
Summit Investment Advisory Services, LLC4,155
0.1% of portfolio›$394.7K
Duncker Streett & Co Inc4,143
0.1% of portfolio›$393.6K
Roof Eidam Maycock Peralta, LLC4,121
0.1% of portfolio›$391.5K
CoreCap Advisors, LLC4,112
0.0% of portfolio›$390.6K
TPG Advisors LLC4,105
0.2% of portfolio›$389.9K
Security Financial Services, Inc.4,064
0.1% of portfolio›$386.0K
Capital Investment Advisory Services, LLC4,006
0.0% of portfolio›$383.0K
Aspect Partners, LLC3,993
0.1% of portfolio›$379.3K
Birchbrook, Inc.3,987
0.2% of portfolio›$378.7K
William Mack & Associates, Inc.3,979
0.1% of portfolio›$378.0K
Apella Capital, LLC3,973
0.0% of portfolio›$377.1K
RAM Investment Partners, LLC3,955
0.1% of portfolio›$375.7K
Csenge Advisory Group3,941
0.0% of portfolio›$374.3K
Tactive Advisors, LLC3,921
0.1% of portfolio›$372.5K
Creative Financial Designs Inc3,863
0.0% of portfolio›$367.0K
One Way Holdings LLC3,855
0.0% of portfolio›$366.2K
Kaufman Rossin Wealth, LLC3,837
0.1% of portfolio›$364.5K
Enzi Wealth3,793
0.1% of portfolio›$359.0K
Element Pointe Advisors, LLC3,741
0.1% of portfolio›$355.4K
Blue Water Asset Management3,723
0.1% of portfolio›$353.7K
Capital Advisors Wealth Management, LLC3,692
0.0% of portfolio›$350.7K
Financial Architects, LLC3,685
0.2% of portfolio›$350.0K
Spectrum Strategic Capital Management, LLC3,608
0.2% of portfolio›$342.7K
Rossby Financial, LCC3,604
0.1% of portfolio›$342.4K
Intelligence Driven Advisers, LLC3,578
0.1% of portfolio›$339.9K
Sterling Investment Advisors LLC3,497
0.1% of portfolio›$332.3K
Park State Asset Management3,465
0.3% of portfolio›$329.1K
Sima Wealth Partners, LLC3,459
0.2% of portfolio›$328.6K
Koa Wealth Management, LLC3,450
0.2% of portfolio›$327.7K
Lakeshore Financial Planning, Inc.3,417
0.1% of portfolio›$324.6K
Cooper S Advisors, LLC3,402
0.1% of portfolio›$323.2K
Williams Jones Wealth Management, Llc.3,345
0.0% of portfolio›$317.7K
Helium Advisors LLC3,301
0.3% of portfolio›$313.6K
First Heartland Consultants, Inc.3,292
0.0% of portfolio›$312.7K
Plan Group Financial, LLC3,270
0.1% of portfolio›$306.5K
Beacon Financial Advisory LLC3,269
0.1% of portfolio›$310.5K
TSA Wealth Managment LLC3,209
0.1% of portfolio›$304.8K
Certified Advisory Corp3,180
0.0% of portfolio›$302.1K
Sapient Capital LLC3,130
0.0% of portfolio›$297.3K
Beacon Bank & Trust3,127
0.1% of portfolio›$297.0K
TCI Wealth Advisors, Inc.3,078
0.0% of portfolio›$292.3K
Means Investment Co., Inc.3,061
0.0% of portfolio›$290.7K
Invera Wealth Advisors, LLC3,043
0.1% of portfolio›$289.1K
LEE Danner & Bass Inc3,035
0.0% of portfolio›$288.3K
Hazlett, Burt & Watson, Inc.2,992
0.2% of portfolio›$283.0K
GHP Investment Advisors, Inc.2,974
0.0% of portfolio›$282.5K
Cooper Financial Group2,972
0.0% of portfolio›$282.3K
First Fiduciary Investment Counsel, Inc.2,953
0.0% of portfolio›$281
JIM Saulnier & Associates, LLC2,945
0.1% of portfolio›$279.7K
Patriot Investment Management Group, Inc.2,928
0.0% of portfolio›$278.1K
Davenport & Co LLC2,904
0.0% of portfolio›$275.9K
Magnus Financial Group LLC2,867
0.0% of portfolio›$272.4K
B. Riley Wealth Advisors, Inc.2,864
0.0% of portfolio›$272.1K
American State Bank (Iowa)2,845
0.1% of portfolio›$270.2K
Ashton Thomas Securities, LLC2,834
0.0% of portfolio›$269.2K
Wilkins Miller Wealth Management, LLC2,830
0.2% of portfolio›$268.8K
National Wealth Management Group, LLC2,789
0.1% of portfolio›$265.0K
Capital Advisors, Ltd. LLC2,773
0.0% of portfolio›$263
Polaris Investment Advisors, LLC2,763
0.2% of portfolio›$262.5K
Princeton Global Asset Management LLC2,725
0.0% of portfolio›$258.8K
Cape Investment Advisory, Inc.2,700
0.1% of portfolio›$256.5K
Sowell Financial Services LLC2,679
0.0% of portfolio›$254.4K
EPG Wealth Management LLC2,652
0.1% of portfolio›$251.9K
Cora Capital Advisors LLC2,632
0.1% of portfolio›$250.0K
Invested Advisors2,597
0.2% of portfolio›$246.7K
Inlight Wealth Management, LLC2,594
0.1% of portfolio›$246.4K
Aaron Wealth Advisors LLC2,592
0.0% of portfolio›$246.3K
Parkway Wealth Management Group, LLC2,559
0.0% of portfolio›$243.1K
BridgePort Financial Solutions, LLC2,453
0.1% of portfolio›$233.0K
Commonwealth Retirement Investments LLC2,441
0.1% of portfolio›$231.9K
Accurate Wealth Management, LLC2,437
0.0% of portfolio›$230.7K
Cornerstone Wealth Management, LLC2,416
0.0% of portfolio›$229.5K
Capital Investment Counsel, LLC2,411
0.0% of portfolio›$229.0K
Fiduciary Alliance LLC2,397
0.0% of portfolio›$227.7K
Abacus Planning Group, Inc.2,369
0.0% of portfolio›$225.0K
Forza Wealth Management, LLC2,344
0.1% of portfolio›$222.7K
Investment Partners, Ltd.2,338
0.0% of portfolio›$222.1K
Larson Financial Group LLC2,333
0.0% of portfolio›$221.6K
W.G. Shaheen & Associates DBA Whitney & Co2,311
0.0% of portfolio›$219.5K
TD Waterhouse Canada Inc.2,300
0.0% of portfolio›$217.4K
Miller Financial Services LLC2,245
0.2% of portfolio›$213.3K
Busey Bank2,241
0.0% of portfolio›$212.9K
Uptick Partners, LLC2,240
0.0% of portfolio›$212.7K
Christensen, King & Associates Investment Services, Inc.2,233
0.1% of portfolio›$212.1K
Wise Wealth Partners2,225
0.4% of portfolio›$211.4K
Onyx Bridge Wealth Group LLC2,224
0.0% of portfolio›$211.2K
Harbor Group, Inc.2,196
0.0% of portfolio›$208.6K
Forum Financial Management, LP2,174
0.0% of portfolio›$206.5K
Old Mission Investment Co LLC2,143
0.0% of portfolio›$203.6K
Precedent Wealth Partners, LLC2,136
0.0% of portfolio›$202.9K
Madrona Financial Services, LLC2,129
0.0% of portfolio›$202.2K
Visionary Wealth Advisors2,121
0.0% of portfolio›$201.5K
Independence Financial Advisors, LLC2,111
0.1% of portfolio›$200.6K
Key FInancial Inc2,053
0.0% of portfolio›$195.0K
Torren Management, LLC2,042
0.1% of portfolio›$193.9K
DT Investment Partners, LLC1,888
0.0% of portfolio›$179.3K
EverSource Wealth Advisors, LLC1,746
0.0% of portfolio›$165.8K
Trust Co of Vermont1,486
0.0% of portfolio›$141.2K
Comprehensive Financial Planning, Inc.1,418
0.1% of portfolio›$134.7K
Main Street Group, LTD1,345
0.0% of portfolio›$127.8K
Loring Wolcott & Coolidge Fiduciary Advisors LLP1,233
0.0% of portfolio›$117.1K
Global Trust Asset Management, LLC1,196
0.0% of portfolio›$113.6K
Avion Wealth1,176
0.2% of portfolio›$111.0K
Brown, Lisle Ings, Inc.1,124
0.0% of portfolio›$106.8K
Bank Julius Baer & Co. Ltd, Zurich972
0.0% of portfolio›$92.3K
Breakwater Investment Management910
0.0% of portfolio›$86.4K
Cranbrook Wealth Management, LLC824
0.0% of portfolio›$78.3K
Next Level Wealth Planning, LLC823
0.0% of portfolio›$78.1K
Holos Integrated Wealth LLC801
0.0% of portfolio›$74.7K
Atlantic Edge Private Wealth Management, LLC785
0.0% of portfolio›$74.6K
JFS Wealth Advisors, LLC752
0.0% of portfolio›$71.4K
Polaris Financial Partners739
0.0% of portfolio›$60
MeadowBrook Investment Advisors LLC725
0.1% of portfolio›$67.1K
Oakworth Capital, Inc.710
0.0% of portfolio›$67.4K
Indiana Trust & Investment Management Co705
0.0% of portfolio›$67.0K
Blueline Advisors LLC669
0.0% of portfolio›$63.5K
Bank of New Hampshire651
0.0% of portfolio›$61.8K
Blume Capital Management, Inc.594
0.0% of portfolio›$56.4K
Tompkins Financial Corp573
0.0% of portfolio›$54.4K
CX Institutional559
0.0% of portfolio›$53
Toth Financial Advisory Corp550
0.0% of portfolio›$52.2K
Moisand Fitzgerald Tamayo, LLC547
0.0% of portfolio›$52.0K
Abound Wealth Management531
0.0% of portfolio›$50.4K
Mascoma Wealth Management LLC510
0.0% of portfolio›$48.4K
Yankcom Partnership449
0.0% of portfolio›$42.7K
United Financial Planning Group LLC436
0.0% of portfolio›$41.4K
Financial Perspectives, Inc410
0.0% of portfolio›$39.0K
Kingdom Financial Group Llc.404
0.0% of portfolio›$38.4K
Canton Hathaway, LLC389
0.0% of portfolio›$37.0K
Halbert Hargrove Global Advisors, LLC383
0.0% of portfolio›$36.4K
Reap Financial Group, LLC370
0.0% of portfolio›$35.1K
LFA - Lugano Financial Advisors SA369
0.0% of portfolio›$35.1K
Mcdonald Partners LLC369
0.0% of portfolio›$35.1K
StrongBox Wealth, LLC361
0.0% of portfolio›$34.3K
MidAtlantic Capital Management, Inc.353
0.0% of portfolio›$33.5K
Kelleher Financial Advisors321
0.0% of portfolio›$30.5K
Westside Investment Management, Inc.311
0.0% of portfolio›$29.6K
Capital Investment Counsel, Inc300
0.0% of portfolio›$28.5K
Hamilton Point Investment Advisors, LLC284
0.0% of portfolio›$27.0K
Plante Moran Financial Advisors, LLC279
0.0% of portfolio›$26.5K
Armstrong Advisory Group, Inc256
0.0% of portfolio›$24.3K
Retirement Wealth Solutions LLC254
0.0% of portfolio›$24.1K
Silver Grove Financial Group, Inc.232
0.0% of portfolio›$22.0K
United Community Bank232
0.0% of portfolio›$22.0K
Pinnacle Wealth Planning Services, Inc.210
0.0% of portfolio›$19.9K
West Branch Capital LLC203
0.0% of portfolio›$19.2K
Activest Wealth Management202
0.0% of portfolio›$19.2K
Hanson & Doremus Investment Management187
0.0% of portfolio›$18
Rossmore Private Capital175
0.0% of portfolio›$16.6K
Thurston, Springer, Miller, Herd & Titak, Inc.166
0.0% of portfolio›$15.8K
Evolution Wealth Management Inc.160
0.0% of portfolio›$15.2K
Gamma Investing LLC160
0.0% of portfolio›$15.2K
Triumph Capital Management154
0.0% of portfolio›$14.6K
Parkside Financial Bank & Trust145
0.0% of portfolio›$13.8K
Go Invest LLC141
0.0% of portfolio›$13.4K
Fortitude Family Office, LLC139
0.0% of portfolio›$13.2K
3Chopt Investment Partners, LLC136
0.0% of portfolio›$12.9K
Key Capital Management, Inc127
0.0% of portfolio›$12.1K
Birchwood Financial Partners, Inc.123
0.0% of portfolio›$11.6K
Nfsg Corp105
0.0% of portfolio›$10.0K
Allspring Global Investments Holdings, LLC105
0.0% of portfolio›$10.0K
Financial Consulate, Inc105
0.0% of portfolio›$10.0K
WPG Advisers, LLC100
0.0% of portfolio›$9.5K
Root Financial Partners, LLC88
0.0% of portfolio›$8.4K
Independence Bank of Kentucky88
0.0% of portfolio›$8.4K
Pathway Financial Advisers, LLC87
0.0% of portfolio›$8.2K
GGM Financial LLC86
0.0% of portfolio›$8.2K
West Paces Advisors Inc.85
0.0% of portfolio›$8.1K
Montgomery Financial Services LLC75
0.0% of portfolio›$7.1K
Godsey & Gibb, Inc74
0.0% of portfolio›$7.0K
Latitude Advisors, LLC72
0.0% of portfolio›$6.8K
Concord Wealth Partners67
0.0% of portfolio›$6.4K
Putney Financial Group LLC61
0.0% of portfolio›$5.8K
Archer Investment Corp54
0.0% of portfolio›$5.1K
SJS Investment Consulting Inc.51
0.0% of portfolio›$4.8K
Buck Wealth Strategies, LLC44
0.0% of portfolio›$4.2K
Morton Brown Family Wealth, LLC42
0.0% of portfolio›$4.0K
Balance Wealth Partners LLC41
0.0% of portfolio›$3.9K
Atwood & Palmer Inc36
0.0% of portfolio›$3.4K
Valley National Advisers Inc33
0.0% of portfolio›$3.1K
Eastern Bank30
0.0% of portfolio›$2.9K
Barnes Dennig Private Wealth Management LLC29
0.0% of portfolio›$2.8K
Ascentis Independent Advisors28
0.0% of portfolio›$2.7K
Versant Capital Management, Inc26
0.0% of portfolio›$2.5K
Trust Co26
0.0% of portfolio›$2.5K
Signature Equity Partners, LLC26
0.0% of portfolio›$2.4K
Networth Advisors, LLC15
0.0% of portfolio›$1.5K
MV Capital Management, Inc.14
0.0% of portfolio›$1.3K
CKW Financial Group9
0.0% of portfolio›$1
Contravisory Investment Management, Inc.7
0.0% of portfolio›$665
StyleTurnoverLocationFiled
D.A. Davidson & Co.
8,086,048$768.1M4.1%CoreLowGreat Falls, MT2026-10-28
Adventist Health System Sunbelt Healthcare Corp
3,281,486$311.7M7.4%ETFLowAltamonte Springs, FL2026-11-02
Waldron Private Wealth LLC
2,970,072$282.1M9.8%ETFVery LowBridgeville, PA2026-11-02
Davidson Investment Advisors
2,096,413$199.1M8.3%CoreLowGreat Falls, MT2026-10-20
AMG National Trust Bank
1,905,579$181.0M3.7%ETFLowGreenwood Village, CO2026-11-05
Cahaba Wealth Management, Inc.
1,810,439$172.0M10.3%ETFVery LowAtlanta, GA2026-10-26
Gerber Kawasaki Wealth & Investment Management
1,775,638$168.7M4.3%ETFLowSanta Monica, CA2026-10-29
Commonwealth Equity Services, LLC
1,588,430$150.9M0.2%ETFLowWaltham, MA2026-11-02
Prime Capital Investment Advisors, LLC
1,390,786$132.1M1.3%ETFLowOverland Park, KS2026-10-20
Compass Ion Advisors, LLC
1,172,316$111.4M9.4%ETFVery LowConshohocken, PA2026-10-23
AlphaCore Capital LLC
1,045,534$99.3M1.6%ETFLowLa Jolla, CA2026-11-04
Cambridge Investment Research Advisors, Inc.
918,449$87.2K0.0%ETFLowFairfield, IA2026-11-02
True Private Wealth Advisors
878,788$83.5M7.1%ETFMediumSalem, OR2026-10-19
Legacy Wealth Management, LLC
730,113$69.4M3.7%ETFLowMemphis, TN2026-10-22
Forvis Mazars Wealth Advisors, LLC
725,382$68.9M1.1%ETFVery LowSpringfield, MO2026-10-13
Tiller Private Wealth, Inc.
624,229$59.3M18.6%ETFVery LowBethlehem, PA2026-10-26
Chesley Taft & Associates LLC
550,684$52.3M2.0%CoreLowChicago, IL2026-10-13
Factory Mutual Insurance Co
524,000$49.8M0.4%GrowthLowWaltham, MA2026-10-30
Bricktown Capital, LLC
508,819$48.3M8.8%ETFVery LowDetroit, MI2026-10-13
Equitable Trust Co
502,310$47.7M2.0%CoreLowNashville, TN2026-10-13
Allen Investment Management, LLC
482,142$45.8M0.5%MomentumMediumNew York, NY2026-11-03
Standpoint Asset Management, LLC
480,400$45.6M8.9%ETFN/AScottsdale, AZ2026-10-16
Smith Chas P & Associates PA Cpas
397,278$37.1M1.8%CoreVery LowLakeland, FL2026-10-22
Lodestar Private Asset Management LLC
392,728$37.3M3.2%ETFLowAlamo, CA2026-10-26
HUB Investment Partners, LLC
363,839$34.6M0.6%GrowthLowAustin, TX2026-11-03
Stone House Investment Management, LLC
338,653$32.2M4.2%ETFMediumTunkhannock, PA2026-10-23
Regatta Capital Group, LLC
307,597$29.2M3.7%ETFLowEl Segundo, CA2026-10-23
Alliance Wealth Advisors, LLC
292,437$27.8M5.1%ETFHighCenterville, UT2026-10-28
Ullmann Wealth Partners Group, LLC
260,504$24.7M2.2%ETFLowJacksonville Beach, FL2026-11-02
Brookstone Capital Management
260,215$24.7M0.2%ETFMediumWheaton, IL2026-10-22
Wealth Enhancement Advisory Services, LLC
258,345$24.3M0.0%CoreLowPlymouth, MN2026-10-13
Keybank National Association
250,895$23.8M0.1%CoreLowBrooklyn, OH2026-11-04
Creative Planning
248,641$23.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Magnolia Wealth Management, LLC
237,509$22.6M11.8%ETFVery LowDothan, AL2026-10-16
Finley Financial, LLC
228,203$21.6M8.9%ETFVery LowLas Vegas, NV2026-10-28
MontVue Capital Management, Inc.
219,525$20.9M12.2%ETFVery LowLynchburg, VA2026-10-19
Strategic Point Investment Advisors, LLC
216,858$20.6M2.7%ETFVery LowProvidence, RI2026-10-29
Phillips Financial Management, LLC
215,267$20.4M1.6%ETFVery LowFort Wayne, IN2026-10-19
Assetmark, Inc
210,138$14.8M0.0%ETFLowConcord, CA2026-10-21
First Hawaiian Bank
197,738$18.8M2.3%ETFVery LowHonolulu, HI2026-10-14
Single Point Partners, LLC
191,436$3.6M0.6%ETFVery LowBoston, MA2026-10-19
Baker Ellis Asset Management LLC
185,841$17.7M1.9%GARPVery LowVancouver, WA2026-10-14
McKinley Carter Wealth Services, Inc.
184,435$17.5M0.9%ETFMediumWheeling, WV2026-10-16
White Lighthouse Investment Management Inc.
182,819$17.4M2.1%ETFVery LowBedford, MA2026-10-21
HB Wealth Management, LLC
179,407$17.0M0.1%IndexVery LowAtlanta, GA2026-10-23
Choreo, LLC
178,751$17.0M0.2%IndexLowRockford, IL2026-10-28
Angeles Wealth Management, LLC
178,523$17.0M0.7%ETFLowSanta Monica, CA2026-10-26
Pension & Wealth Management Advisors, Inc.
177,495$16.9M3.8%ETFLowWaltham, MA2026-10-16
Goldstein Advisors, LLC
172,756$16.4M1.5%ETFMediumMadison, WI2026-10-15
Flagship Harbor Advisors, LLC
171,727$16.3M0.6%ETFMediumBoston, MA2026-10-26
Trinity Wealth Management, LLC
168,578$16.0M5.1%ETFMediumBerwyn, PA2026-10-13
North Dakota State Investment Board
163,441$15.5M0.6%GrowthMediumBismarck, ND2026-10-27
JGP Wealth Management, LLC
159,849$15.2M1.3%CoreLowBend, OR2026-10-13
Wealthcare Advisory Partners LLC
158,058$15.0M0.3%ETFLowWest Chester, PA2026-10-21
Financial Designs Corp
155,691$14.8M7.6%ETFVery LowClaremont, CA2026-10-09
Verus Financial Partners, Inc.
149,080$14.2M1.2%ETFVery LowRichmond, VA2026-10-29
Traveka Wealth, LLC
148,993$14.2M4.4%ETFLowLos Altos, CA2026-10-19
Kestra Advisory Services, LLC
139,648$13.3M0.0%CoreLowAustin, TX2026-11-02
Forte Asset Management LLC
137,463$13.1M5.3%ETFLowBedford, NY2026-10-13
Greenwood Capital Associates LLC
137,074$13.0M1.3%CoreMediumGreenwood, SC2026-10-27
Winthrop Advisory Group LLC
134,763$12.8M0.8%ETFVery LowBoston, MA2026-10-22
Howland Capital Management LLC
132,347$12.6M0.4%CoreLowBoston, MA2026-10-22
Forbes J M & Co LLP
125,478$11.9M0.9%GrowthVery LowBoston, MA2026-10-16
Skyline Advisors, Inc.
125,339$11.9M3.7%ETFMediumBellingham, WA2026-11-03
Cherrydale Wealth Management, LLC
123,532$11.7M3.0%ETFVery LowMontclair, NJ2026-10-20
Mirae Asset Global Investments Co., Ltd.
122,600$11.6M0.0%GrowthLowSeoul, Malaysia2026-11-03
Cliftonlarsonallen Wealth Advisors, LLC
119,721$11.4M0.1%ETFLowMinneapolis, MN2026-10-14
MCF Advisors LLC
116,434$11.1M0.4%ETFLowLexington, KY2026-10-28
Riggs Asset Managment Co. Inc.
111,968$10.6M2.0%GrowthMediumDallas, PA2026-11-05
Park Avenue Securities LLC
110,803$10.5K0.0%ETFMediumNew York, NY2026-10-26
Atria Investments, Inc
106,139$10.1M0.1%CoreMediumCharlotte, NC2026-10-15
Ascent Group, LLC
105,783$10.0M0.3%CoreLowVirginia Beach, VA2026-10-30
Farther Finance Advisors, LLC
103,983$9.9M0.1%IndexLowSan Francisco, CA2026-10-08
Wesbanco Bank Inc
100,024$9.5M0.3%CoreLowWheeling, WV2026-11-04
Diversify Wealth Management, LLC
97,001$9.1M0.1%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
97,001$9.1M0.1%GrowthLowSandy, UT2026-10-20
Newton One Investments LLC
96,407$9.2M2.3%ETFVery LowNewark, DE2026-10-14
Catalyst Private Wealth, LLC
95,821$9.1M3.8%ETFVery LowSan Mateo, CA2026-10-13
Swmg, LLC
91,168$8.4M1.8%ETFMediumFort Worth, TX2026-10-23
Oppenheimer & Co Inc
89,195$8.5M0.1%CoreLowNew York, NY2026-10-26
FC Advisory LLC
88,648$8.4M2.2%ETFVery LowWest Chester, PA2026-10-05
Weatherly Asset Management L. P.
88,187$8.4M0.6%GrowthVery LowDel Mar, CA2026-10-20
James J. Burns & Company, LLC
87,582$8.3M0.9%ETFVery LowMelville, NY2026-10-22
Vaquero Private Wealth, LTD
85,069$8.1M1.7%ETFN/ADallas, TX2026-10-27
Physician Wealth Advisors, Inc.
84,798$8.1M0.9%ETFMediumMidvale, UT2026-10-20
Hubbell Strickland Wealth Management, LLC
84,646$8.0M2.9%ETFVery LowNew Orleans, LA2026-10-29
St. Louis Trust Co
84,346$8.0M0.8%ETFVery LowSaint Louis, MO2026-11-03
Hill Island Financial LLC
82,359$7.8M1.6%ETFLowGrand Rapids, MI2026-10-20
Fairvoy Private Wealth, LLC
78,876$7.5M1.5%GrowthMediumBirmingham, AL2026-10-19
Gleason Group, Inc.
77,637$7.4M0.7%ETFVery LowProspect, KY2026-10-15
Fund Evaluation Group, LLC
77,101$7.3M0.2%ETFLowCincinnati, OH2026-11-05
Strategic Blueprint, LLC
71,814$6.8M0.3%ETFLowAtlanta, GA2026-10-22
Lunt Capital Management, Inc.
71,757$6.8M2.6%ETFLowHolladay, UT2026-10-30
GuidedMoney, LLC
70,845$6.7M3.1%ETFVery LowBlack Earth, WI2026-10-29
NYL Investors LLC
70,663$6.7M2.7%ETFLowNew York, NY2026-11-03
Crescent Grove Advisors, LLC
68,984$6.6M0.6%ETFLowLake Forest, IL2026-10-21
KFA Private Wealth Group, LLC
67,964$6.5M1.5%ETFLowTysons, VA2026-10-07
Mesirow Financial Investment Management, Inc.
67,142$6.4M0.1%CoreLowChicago, IL2026-11-05
Soltis Investment Advisors LLC
65,825$6.3M0.3%CoreMediumSt. George, UT2026-10-28
Blueprint Investment Partners LLC
65,564$6.2M0.5%ETFMediumGreensboro, NC2026-10-28
Blueprint Financial Advisors LLC
65,457$6.2M0.7%GARPMediumGreensboto, NC2026-10-28
Ellis Investment Partners, LLC
64,325$6.1M0.9%ETFLowBerwyn, PA2026-10-21
Firestone Capital Management
64,184$6.1M1.1%ETFVery LowSouth Miami, FL2026-11-03
Lineweaver Wealth Advisors, LLC
64,160$6.1M0.7%ETFLowValley View, OH2026-10-13
LVM Capital Management LTD
63,653$6.0M0.5%GrowthLowPortage, MI2026-10-20
WBH Advisory Inc
63,649$6.0M0.4%ETFLowBaltimore, MD2026-11-05
Manuka Financial, LLC
63,477$6.0M3.0%ETFVery LowRichmond, VA2026-10-16
Signaturefd, LLC
63,166$6.0M0.1%IndexLowAtlanta, GA2026-10-23
Patriot Financial Group Insurance Agency, LLC
60,816$5.8M0.6%GrowthLowWalpole, MA2026-10-14
Davidson Trust Co
60,629$5.8M2.3%CoreLowSeattle, WA2026-10-09
PW Nova Financial Services LLC
59,854$5.7M1.2%ETFLowNewtown, PA2026-10-15
Mission Wealth Management, LP
59,160$5.6M0.1%ETFLowSanta Barbara, CA2026-10-15
Concurrent Investment Advisors, LLC
58,833$5.6M0.0%GrowthMediumTampa, FL2026-10-16
Townsend Financial Planning, LLC
58,085$5.5M4.9%ETFVery LowMt Sterling, KY2026-11-02
Gryphon Financial Partners LLC
56,378$5.4M0.5%IndexLowColumbus, OH2026-11-04
Fifth Third Securities, Inc.
55,868$5.3M0.3%ETFLowCincinnati, OH2026-10-21
TCV Trust & Wealth Management, Inc.
54,548$5.2M0.4%CoreVery LowRichmond, VA2026-10-16
Guardsman Private Capital Management, Inc.
54,282$5.2M3.6%ETFVery LowSarasota, FL2026-10-19
Pinnacle Associates LTD
53,816$5.1M0.1%CoreLowNew York, NY2026-10-20
Downshift Financial, LLC
52,781$5.0M2.2%ETFLowBoulder, CO2026-10-13
Beacon Financial Planning, Inc
52,530$5.0M1.7%ETFVery LowHyannis, MA2026-11-04
Oliver Luxxe Assets LLC
52,340$5.0M0.8%ValueMediumGladstone, NJ2026-10-14
Catalyst Investment Management LLC
51,992$4.9M4.4%ETFMediumWindham, NH2026-10-21
Barrett & Company, Inc.
51,405$4.9M1.3%ETFLowProvidence, RI2026-10-22
Fiduciary Advisors, Inc.
49,951$4.7M3.2%ETFLowSt. Louis, MO2026-10-16
Advisory Resource Group
49,855$4.7M0.7%GARPMediumTulsa, OK2026-10-26
Spire Wealth Management
48,892$4.6M0.1%GrowthMediumMclean, VA2026-10-30
AdvisorNet Financial, Inc
48,815$4.6M0.2%ETFLowMinnetonka, MN2026-10-15
Guidance Point Advisors, LLC
47,009$4.5M0.9%ETFVery LowWellesley, MA2026-10-15
Taylor & Morgan Wealth Management, LLC
46,129$4.4M2.1%ETFVery LowTroy, MI2026-10-09
Truist Financial Corp
44,719$4.2M0.0%CoreLowCharlotte, NC2026-10-30
Leonard Rickey Investment Advisors P.L.L.C.
44,475$4.2M0.7%ETFLowYakima, WA2026-10-29
Chicago Partners Investment Group LLC
43,082$4.0M0.1%GARPLowChicago, IL2026-10-27
Nisa Investment Advisors, LLC
43,000$4.1M0.0%IndexVery LowSt. Louis, MO2026-10-20
Independent Solutions Wealth Management, LLC
42,957$4.1M0.5%GrowthLowWilliamsville, NY2026-10-28
Pennsylvania Capital Management Inc
42,618$4.0M1.0%GrowthLowHuntingdon Valley, PA2026-11-05
Foster Victor Wealth Advisors, LLC
42,323$3.9M0.2%CoreMediumGreenville, SC2026-10-21
Carnegie Investment Counsel
41,680$4.0M0.1%CoreLowPepper Pike, OH2026-10-20
Stash Investments, LLC
41,673$4.0M1.2%ETFVery LowNew York, NY2026-10-26
Balentine LLC
41,439$3.9M0.1%ETFLowAtlanta, GA2026-11-03
SteelPeak Wealth, LLC
41,373$3.9M0.1%GrowthHighWoodland Hills, CA2026-10-16
Cedar Mountain Advisors, LLC
40,884$3.9M0.7%ETFVery LowLake Oswego, OR2026-10-15
Lido Advisors, LLC
39,928$3.8M0.0%GrowthLowLos Angeles, CA2026-11-04
Kestra Private Wealth Services, LLC
39,744$3.8M0.0%GrowthLowAustin, TX2026-10-30
Compass Financial Management LLC
39,656$3.8M0.4%CoreN/ATampa, FL2026-10-30
Robertson Stephens Wealth Management, LLC
39,605$3.8M0.1%ETFMediumSan Francisco, CA2026-10-16
Integrity Alliance, Llc.
39,190$3.7M0.1%ETFMediumUrbandale, IA2026-10-29
Legacy Advisors, LLC
38,995$3.7M0.4%ETFLowPlymouth Meeting, PA2026-10-19
Cyndeo Wealth Partners, LLC
38,920$3.7M0.2%CoreMediumSt. Petersburg, FL2026-10-16
Abundance Wealth Counselors
38,859$3.7M0.5%GrowthLowState College, PA2026-10-26
Cadinha & Co LLC
38,679$3.7M0.6%GrowthLowHonolulu, HI2026-10-22
Sjbenen Advisory, LLC
38,201$3.6M2.2%ETFLowChapel Hill, NC2026-10-19
Wealthcare Capital Management LLC
38,198$3.6M0.4%ETFVery LowRichmond, VA2026-10-21
Freedom Day Solutions, LLC
37,527$3.6M0.8%CoreLowHouston, TX2026-10-20
Flagship Private Wealth, LLC
37,253$3.5M1.2%ETFLowWoburn, MA2026-11-05
Amplius Wealth Advisors, LLC
36,302$3.4M0.2%ETFLowBlue Bell, PA2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
35,126$3.3M0.2%GrowthLowRed Bank, NJ2026-10-23
Canandaigua National Trust Co of Florida
34,437$3.3M1.8%CoreLowCanandaigua, NY2026-10-07
Mather Group, Llc.
34,281$3.3M0.0%ETFMediumChicago, IL2026-10-14
Wealth Group Ltd
33,878$3.2M0.6%ETFLowEden Prairie, MN2026-10-07
Sharkey, Howes & Javer
33,630$3.2M0.4%ETFMediumDenver, CO2026-10-22
Penobscot Wealth Management
33,400$3.2M0.8%ETFVery LowPortland, ME2026-10-21
Marietta Wealth Management, LLC
33,046$3.1M0.3%GrowthLowMarietta, GA2026-10-22
Pacific Park Financial, Inc.
32,736$3.1M1.8%ETFMediumLagina Hills, CA2026-10-13
ADE, LLC
31,954$3.0M1.2%ETFLowBaltimore, MD2026-10-29
Kelly Financial Group LLC
31,292$3.0M0.7%ETFLowWethersfield, CT2026-10-16
Victory Financial Group, LLC
31,234$3.0M0.3%ETFLowAustin, TX2026-10-27
Integrated Advisors Network LLC
30,314$2.9M0.1%GrowthMediumDallas, TX2026-10-20
Advocate Group LLC
30,001$2.8M0.4%YieldLowMinnetonka, MN2026-10-19
Collective Family Office LLC
29,800$2.8M0.6%ETFLowYork, PA2026-10-05
Klingman & Associates, LLC
28,872$2.7M0.1%ETFVery LowNew York, NY2026-10-20
Chatham Capital Group, Inc.
28,020$2.7M0.3%CoreLowSavannah, GA2026-10-16
Brighton Jones LLC
27,908$2.7M0.0%CoreVery LowSeattle, WA2026-11-03
Vise Technologies, Inc.
27,068$2.6M0.0%IndexLowNew York, NY2026-10-29
Rede Wealth, LLC
27,057$2.6M0.8%ValueMediumCharlottesville, VA2026-10-22
Revolve Wealth Partners, LLC
26,994$2.6M0.3%ETFVery LowHackensack, NJ2026-10-23
BlueChip Wealth Advisors LLC
26,922$2.6M0.9%ETFMediumMilton, GA2026-11-03
Williams & Novak Wealth Management, LLC
26,511$2.5M1.5%ETFMediumWestlake Village, CA2026-10-09
Isthmus Partners, LLC
26,443$2.5M0.2%ValueMediumMadison, WI2026-10-21
StoneX Group Inc.
26,376$2.5M0.1%ETFMediumNew York, NY2026-11-03
Sterling Investment Counsel, LLC
26,101$2.5M0.6%GrowthLowBuffalo, NY2026-10-19
Triad Wealth Partners, LLC
25,920$2.5M0.1%ETFMediumLawrence, KS2026-10-26
XML Financial, LLC
25,824$2.5M0.2%ETFLowBethesda, MD2026-10-29
Vicus Capital
25,700$2.4M0.2%ETFMediumState College, PA2026-11-05
Donor Advised Charitable Giving, Inc.
25,275$2.4M0.0%Agg GrowthVery LowLone Tree, CO2026-10-28
Ipswich Investment Management Co., Inc.
25,071$2.4M0.5%CoreLowBeverly, MA2026-10-13
Van Cleef Asset Management,Inc
24,999$2.4M0.2%CoreVery LowBeachwood, OH2026-10-20
SAX Wealth Advisors, LLC
24,997$2.4M0.1%ETFVery LowParsippany, NJ2026-10-13
Madson Wealth Advisors Inc
24,822$2.4M1.6%ETFLowSanta Rosa, CA2026-10-13
Bond & Devick Financial Network, Inc.
24,446$2.3M0.6%ETFVery LowSt. Louis Park, MN2026-10-23
Global Strategic Investment Solutions, LLC
24,077$2.3M0.2%ETFLowScottsdale, AZ2026-10-16
Connecticut Wealth Management, LLC
23,987$2.3M0.1%ETFLowFarmington, CT2026-10-13
Procyon Advisors, LLC
23,888$2.3M0.1%CoreVery LowShelton, CT2026-10-21
RED Lighthouse Investment Management, LLC
23,790$2.3M0.7%ETFVery LowHillsdale, NY2026-11-02
Brandywine OAK Private Wealth LLC
23,668$2.2M0.2%ETFVery LowKennett Square, PA2026-10-23
Glass Jacobson Investment Advisors llc
23,002$2.2M0.7%ETFLowOwings Mills, MD2026-10-26
New England Professional Planning Group Inc.
22,709$2.2M0.8%ETFVery LowWesterly, RI2026-10-29
Sentinel Trust Co LBA
22,530$2.1M0.3%ETFVery LowHouston, TX2026-11-03
Legacy Bridge, LLC
21,933$2.1M0.7%GrowthVery LowWest Des Moines, IA2026-10-28
GSG Advisors LLC
21,913$2.1M0.4%ETFVery LowMount Laurel, NJ2026-11-03
MGO One Seven LLC
21,894$2.1M0.0%GrowthLowBeachwood, OH2026-10-28
High Probability Advisors, LLC
21,762$2.1M0.2%ETFVery LowPittsford, NY2026-10-19
Alliance Wealth Advisors, LLC
21,571$2.0M0.6%CoreVery LowScranton, PA2026-10-14
Jamison Private Wealth Management, Inc.
21,272$2.0M0.2%GrowthVery LowMilton, GA2026-10-14
Golden State Wealth Management, LLC
21,205$2.0M0.2%ETFMediumSanta Ana, CA2026-11-02
Gainplan LLC
21,148$2.0M0.8%ETFHighBloomfield Hills, MI2026-10-09
Kathmere Capital Management, LLC
21,099$2.0M0.1%ETFLowWayne, PA2026-10-20
Clear Creek Financial Management, LLC
21,052$2.0M0.2%ETFMediumSilverdale, WA2026-10-28
Verum Partners LLC
21,008$2.0M0.3%ETFLowCharlotte, NC2026-10-21
Luminvest Wealth Management LLC
20,995$2.0M0.5%ETFVery LowScottsdale, AZ2026-10-14
Financial Management Professionals, Inc.
20,912$2.0M0.2%ETFMediumAustin, TX2026-10-23
Sage Financial Group Inc
20,577$2.0M0.1%ETFVery LowW. Conshohocken, PA2026-10-27
Wealth Enhancement Trust Services, Inc.
20,487$1.9M0.2%GrowthMediumSioux Falls, SD2026-10-07
Asset Dedication, LLC
20,472$1.9M0.1%ETFLowSan Francisco, CA2026-11-03
Voisard Asset Management Group, Inc.
20,455$1.9M0.4%ETFLowGrand Rapids, MI2026-10-13
Canandaigua National Bank & Trust Co
19,623$1.9M0.2%CoreVery LowCanandaigua, NY2026-10-07
Apollon Wealth Management, LLC
19,202$1.8M0.0%GrowthLowMount Pleasant, SC2026-10-23
Twelve Points Wealth Management LLC
18,987$1.8M0.3%ETFMediumConcord, MA2026-11-03
ETF Portfolio Partners, Inc.
18,904$1.8M0.4%ETFVery LowLeawood, KS2026-10-22
Arlington Trust Co LLC
18,684$1.8M0.1%ETFMediumBirmingham, AL2026-10-20
Factor Wealth Management LTD
17,921$1.7M0.3%ETFLowChicago, IL2026-10-08
Arista Wealth Management, LLC
17,776$1.7M0.2%ETFMediumLas Vegas, NV2026-10-29
Burk Holdings LLC
17,207$1.6M0.6%ETFVery LowTulsa, OK2026-11-05
Independent Wealth Advisors LLC
16,909$1.6M1.3%ETFLowCary, NC2026-10-27
Canopy Partners, LLC
16,715$1.6M0.5%GrowthLowCincinnati, OH2026-10-28
Adkins Seale Capital Management LLC
16,709$1.6M1.3%CoreVery LowShreveport, LA2026-10-27
Kachkovsky & Fisher, Inc.
16,672$1.6M1.4%ETFN/ASan Diego, CA2026-10-21
Sagespring Wealth Partners, LLC
16,421$1.6M0.0%ETFLowFranklin, TN2026-10-22
Cambridge Financial Group, LLC
16,294$1.6M0.5%ETFLowTucson, AZ2026-10-06
Tred Avon Family Wealth, LLC
15,997$1.5M0.5%CoreLowEaston, MD2026-10-20
Carlton Hofferkamp & Jenks Wealth Management, LLC
15,580$1.5M0.5%ETFLowThe Woodlands, TX2026-10-21
Clark Asset Management, LLC
15,022$1.4M0.1%ETFVery LowStratham, NH2026-10-19
4Wealth Advisors, Inc.
14,995$1.4M1.0%ETFMediumBurr Ridge, IL2026-10-13
Wedmont Private Capital
14,908$1.4M0.0%IndexVery LowWest Chester, PA2026-10-09
Quest 10 Wealth Builders, Inc.
14,716$1.4M1.0%ETFLowFuquay-Varina, VA2026-11-02
Breakwater Capital Group
14,693$1.4M0.2%ETFLowParamus, NJ2026-10-09
Kingswood Wealth Advisors, LLC
14,664$1.4M0.1%GrowthLowSan Diego, CA2026-10-23
Prospera Financial Services Inc
14,200$1.3M0.0%CoreMediumDallas, TX2026-11-04
Rooted Wealth Advisors, Inc.
14,103$1.3M0.3%ETFLowBourbonnais, IL2026-11-03
Keystone Financial Group, Inc.
14,053$1.3M0.7%ETFLowAtlanta, GA2026-10-13
Byrne Asset Management LLC
13,732$1.3M0.7%CoreLowKingston, NJ2026-10-06
SilverOak Wealth Management LLC
13,729$1.3M0.2%ETFVery LowEdina, MN2026-10-29
Parallel Advisors, LLC
13,303$1.3M0.0%IndexLowSan Francisco, CA2026-11-03
Confluence Wealth Services, Inc.
13,159$1.2M0.0%ETFVery LowMcmurray, PA2026-11-05
Castellan Group
13,066$1.2M0.1%ETFLowLouisville, KY2026-10-19
Equity Wealth Partners, LLC
12,997$1.2M0.4%ETFVery LowIndependence, MO2026-10-26
Parsons Capital Management Inc
12,993$1.2M0.1%CoreLowProvidence, RI2026-10-28
True Blue Financial, LLC
12,980$1.2M0.5%ETFLowStevensville, MI2026-10-15
Boyum Wealth Architects LLC
12,941$1.2M0.5%ETFLowBloomington, MN2026-10-06
Avantax Planning Partners, Inc.
12,783$1.2M0.0%ETFLowDubuque, IA2026-11-03
Wilmington Savings Fund Society, FSB
12,660$1.2M0.0%CoreLowWilmington, DE2026-10-23
Sfam, LLC
12,433$1.2M1.0%ETFVery LowElmhurst, IL2026-11-03
SC&H Financial Advisors, Inc.
12,418$1.2M0.2%ETFVery LowHunt Valley, MD2026-10-14
Nemes Rush Group LLC
12,365$1.2M0.1%CoreVery LowNovi, MI2026-11-04
Stirlingshire Investments, Inc.
12,204$1.2M0.8%ETFMediumNew York, NY2026-11-05
CGN Advisors LLC
12,038$1.1M0.1%ETFLowManhattan, KS2026-10-21
Maple Capital Management, Inc.
11,976$1.1M0.1%GrowthLowMontpelier, VT2026-11-02
Aspen Wealth Management LLC
11,938$1.1M0.2%ETFLowFort Worth, TX2026-10-14
Capstone Wealth Management, LLC
11,897$1.1M0.5%ETFLowTuscaloosa, AL2026-11-02
RKL Wealth Management LLC
11,873$1.1M0.1%ETFVery LowLancaster, PA2026-10-16
Cushing Capital Partners, LLC
11,688$1.1M0.7%ETFLowDelafield, WI2026-10-20
Integrity Advisory Solutions, LLC
11,476$1.1M0.1%ETFMediumDallas, TX2026-10-29
Wedbush Securities Inc
11,292$1.1K0.0%CoreLowPasadena, CA2026-10-22
SeaCrest Wealth Management, LLC
11,190$1.1M0.1%GrowthLowPurchase, NY2026-10-21
PKS Advisory Services, LLC
11,046$1.1M0.2%ETFMediumAlbany, NY2026-10-26
Inman Jager Wealth Management, LLC
10,819$1.0M0.5%ETFVery LowHattiesburg, MS2026-11-05
Bailard, Inc.
10,781$1.0M0.0%GrowthMediumFoster City, CA2026-10-13
Life Planning Partners, Inc
10,461$993.7K0.8%ETFVery LowJacksonville, FL2026-10-28
Blue Trust, Inc.
10,320$980.3K0.0%ETFLowBrentwood, TN2026-10-15
Michels Family Financial, LLC
10,266$975.2K0.6%ETFLowFort Worth, TX2026-11-02
SWS Partners
10,247$973.3K0.2%GrowthMediumColumbus, OH2026-10-26
CFS Investment Advisory Services, LLC
10,232$982.9K0.1%ETFMediumTotowa, NJ2026-10-19
RFG Advisory, LLC
10,118$961.1K0.0%ETFMediumBirmingham, AL2026-11-03
FSM Wealth Advisors, LLC
9,865$937.1K0.1%ETFLowCleveland, OH2026-10-27
Unique Wealth, LLC
9,862$936.8K0.1%ETFMediumTampa, FL2026-10-16
DecisionMap Wealth Management, LLC
9,698$921.2K0.5%ETFLowGreat Falls, VA2026-10-29
Boston Standard Wealth Management, LLC
9,636$915.4K0.1%ETFLowWinchester, MA2026-10-07
Signal Advisors Wealth, LLC
9,615$913.3K0.0%ETFLowDetroit, MI2026-10-13
Mitchell Capital Management Co
9,592$911.1K0.1%MomentumMediumLeawood, KS2026-10-29
Private Trust Co NA
9,404$893.3K0.1%CoreLowCleveland, OH2026-10-20
Legacies Wealth LLC
9,271$880.7K0.5%ETFLowMinnetonka, MN2026-11-02
Atlas Private Wealth Advisors
9,240$877.7K0.2%ETFLowRed Bank, NJ2026-10-23
Meridian Wealth Management, LLC
9,175$871.5K0.0%GrowthLowLexington, KY2026-11-05
Snider Financial Group
9,106$865.0K0.2%GrowthLowBellevue, WA2026-10-16
Argonautica Private Wealth Management, Inc
8,987$853.6K0.2%GrowthLowWellesley, MA2026-11-02
PFG Advisors
8,963$851.4K0.0%ETFMediumPhoenix, AZ2026-10-16
Courage Miller Partners, LLC
8,774$833.4K0.2%ETFVery LowNorfolk, VA2026-10-21
Financial Council, LLC
8,757$831.8K0.3%ETFVery LowTowson, MD2026-11-02
Gibbs Wealth Management
8,548$812.0K0.1%CoreLowAlpharetta, GA2026-10-22
Ballast Financial Advisors LLC
8,540$811.2K0.8%ETFVery LowWest Chester, PA2026-10-26
Wealth Effects LLC
8,486$806.1K0.2%GrowthLowBoston, MA2026-10-23
Evanson Financial, LLC
8,432$801.0K0.0%ETFN/AMclean, VA2026-10-23
Hutchens & Kramer Investment Management Group, LLC
8,350$793.2K0.2%ETFLowIndianapolis, IN2026-10-16
Bouvel Investment Partners, LLC
8,317$790.0K0.2%Agg GrowthMediumPhoenixville, PA2026-10-13
Cherry Tree Wealth Management, LLC
8,317$790.0K0.1%ETFVery LowMinnetonka, MN2026-10-15
Sara-Bay Financial
8,254$784.0K0.2%MomentumLowSarasota, FL2026-10-21
Klaas Financial Asset Advisors, LLC
8,210$779.9K0.1%ETFVery LowLoves Park, IL2026-10-19
Fermata Advisors, LLC
8,138$773.0K0.1%ETFLowSonoma, CA2026-10-13
Squire Investment Management Company, LLC
8,114$770.7K0.2%ETFVery LowOrem, UT2026-11-03
Ashton Thomas Private Wealth, LLC
8,032$763.0K0.0%CoreMediumScottsdale, AZ2026-11-03
Biltmore Family Office, LLC
7,908$751.2K0.1%GrowthLowCharlotte, NC2026-11-03
IFP Advisors, Inc
7,864$747.0K0.0%GrowthLowTampa, FL2026-10-16
NBT Bank, N.A.
7,783$739.3K0.1%CoreLowNorwich, NY2026-10-21
Balefire, LLC
7,755$736.6K0.1%ETFMediumDallas, TX2026-10-09
Cassilly Financial Group LLC
7,733$734.6K0.5%ETFLowSeverna Park, MD2026-10-07
Venture Visionary Partners LLC
7,621$723.9K0.0%CoreLowSylvania, OH2026-10-07
Columbus Macro, LLC
7,575$719.5K0.1%YieldMediumNew Castle, PA2026-10-14
Facet Wealth, Inc.
7,574$719.5K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Madison Park Capital Advisors, LLC
7,412$704.1K0.5%ETFMediumSeattle, WA2026-10-28
Cantor Fitzgerald Investment Advisors L.P.
7,274$691.0K0.0%YieldLowNew York, NY2026-10-21
Valeo Financial Advisors, LLC
7,254$689.1K0.0%ETFLowCarmel, IN2026-10-08
Essential Planning, Llc.
7,214$685.3K0.2%ETFLowPortsmouth, NH2026-10-21
Client 1ST Advisory Group, LLC
7,163$680.4K0.2%ETFVery LowDunedin, FL2026-10-19
Watershed Private Wealth LLC
7,157$679.8K0.2%ETFMediumOak Brook, IL2026-10-30
Independent Financial Group, LLC
7,144$678.6K0.0%GrowthLowSan Diego, CA2026-10-13
Hoxton Planning & Management, LLC
7,130$677.3K0.2%ETFLowShepherdstown, WV2026-10-15
Citigroup Inc
7,075$672.1K0.0%CoreMediumNew York, NY2026-11-04
Truefg, LLC
7,056$670.2K0.2%ETFVery LowCedar Park, TX2026-10-15
Karras Company, Inc.
6,933$658.6K0.6%GrowthLowRoy, UT2026-10-16
Sigma Planning Corp
6,839$649.6K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Portside Wealth Group, LLC
6,816$647.4K0.1%CoreMediumProvo, UT2026-10-20
Elevation Point Wealth Partners, LLC
6,804$646.3K0.0%CoreHighDenver, CO2026-11-05
Able Wealth Management LLC
6,753$648.9K0.1%ETFMediumToms River, NJ2026-10-13
Virtue Capital Management, LLC
6,726$638.9K0.1%GrowthHighBrentwood, TN2026-10-29
Sound Stewardship, LLC
6,540$621.2K0.3%ETFVery LowOverland Park, KS2026-10-14
Romano Brothers and Company
6,538$621.0K0.1%CoreLowEvanston, IL2026-10-22
KOM Wealth Management Group, LLC
6,538$621.1K0.3%ETFLowAppleton, WI2026-10-15
DMC Group, LLC
6,527$620.0K0.4%CoreMediumBirmingham, AL2026-10-26
OpenArc Corporate Advisory, LLC
6,520$619.3K0.0%GrowthLowAtlanta, GA2026-10-21
Indivisible Partners
6,516$618.9K0.0%GrowthMediumClearwater, FL2026-10-26
LJI Wealth Management, LLC
6,481$615.6K0.1%ETFLowIndianapolis, IN2026-10-28
MBL Wealth, LLC
6,367$604.8K0.0%ETFLowCharlotte, NC2026-10-22
Fairway Wealth LLC
6,335$601.8K0.1%ETFLowIndependence, OH2026-10-30
Traynor Capital Management, Inc.
6,277$596.3K0.0%GrowthLowMalvern, PA2026-10-29
Valpey Financial Services, LLC
6,265$595.2K0.4%ETFVery LowConcord, NH2026-10-30
Lake Street Private Wealth, LLC
6,244$593.1K0.1%GrowthLowChicago, IL2026-10-22
Embree Financial Group
6,243$593.0K0.1%ETFLowChicago, IL2026-10-22
Verdence Capital Advisors LLC
6,176$586.6K0.0%CoreMediumHunt Valley, MD2026-10-26
Benchmark Financial Wealth Advisors, LLC
6,093$578.7K0.1%ETFLowBoca Raton, FL2026-10-20
Glenview Trust Co
6,061$575.7K0.0%GrowthVery LowLouisville, KY2026-10-28
Selective Wealth Management, Inc.
5,930$556.8K0.1%ETFLowForest, VA2026-10-16
Willow Creek Wealth Management Inc.
5,925$562.8K0.0%ETFVery LowSebastopol, CA2026-10-26
Fiduciary Financial Group, LLC
5,860$556.6K0.1%ETFLowSan Rafael, CA2026-10-13
Tectonic Advisors LLC
5,802$551.1K0.0%YieldLowFrisco, TX2026-10-22
Simplicity Wealth,LLC
5,688$540.2K0.0%ETFLowSummit, NJ2026-10-23
Sharper & Granite LLC
5,658$490.2K0.2%ETFLowEl Segundo, CA2026-11-02
Beirne Wealth Consulting Services, LLC
5,570$529.5K0.1%ETFLowShelton, CT2026-10-19
Wolff Wiese Magana LLC
5,439$516.7K0.2%GrowthLowCarslbad, CA2026-10-15
RPG Investment Advisory, LLC
5,430$515.8K0.1%GrowthLowPleasanton, CA2026-10-21
Good Harbor Advisors, Inc.
5,387$511.7K0.5%ETFVery LowGloucester, MA2026-10-20
Harbor Investment Advisory, LLC
5,361$509.3K0.0%GrowthLowLutherville, MD2026-10-13
55 North Private Wealth, LLC
5,297$503.2K0.1%ETFLowWinter Park, FL2026-10-20
Claro Advisors Inc.
5,277$501.3K0.0%CoreLowBoston, MA2026-11-02
Trust Point Inc.
5,247$498.4K0.0%CoreMediumLa Crosse, WI2026-10-27
Thrive Wealth Management, LLC
5,223$496.1K0.1%ETFVery LowAudubon, PA2026-10-13
Sovran Advisors, LLC
5,223$489.7K0.0%ETFMediumSan Diego, CA2026-11-02
Lpwm LLC
5,204$494.3K0.1%ETFMediumMinneapolis, MN2026-10-20
Liberty Capital Management, Inc.
5,159$490.1K0.1%CoreVery LowBirmingham, MI2026-11-02
Pinnacle Wealth Management Group, Inc.
5,150$489.2K0.2%ETFMediumPlymouth, MI2026-10-15
Obermeyer Wealth Partners
5,092$483.7K0.0%GrowthLowAspen, CO2026-10-21
Cogent Strategic Wealth LLC
4,963$471.4K0.4%ETFLowChicago, IL2026-10-22
Dagco, Inc.
4,947$469.9K0.1%ETFVery LowWestlake, OH2026-10-20
Graves Light Lenhart Wealth, Inc.
4,942$469.4K0.0%ETFVery LowHarrisonburg, VA2026-10-09
Koshinski Asset Management, Inc.
4,934$468.6K0.0%ETFLowDecatur, IL2026-10-29
Tenon Financial LLC
4,925$467.8K0.1%ETFVery LowMetuchen, NJ2026-10-14
Reflection Asset Management
4,925$467.8K0.2%GrowthMediumIsle Of Palms, SC2026-10-28
Silverlake Wealth Management LLC
4,906$466.1K0.1%ETFLowWilliston, VT2026-10-21
KWB Wealth
4,902$465.7K0.0%ETFMediumRedlands, CA2026-10-16
PDS Planning, Inc
4,867$462.3K0.0%IndexVery LowDublin, OH2026-11-03
International Assets Investment Management, LLC
4,863$459.6K0.0%CoreVery HighOrlando, FL2026-11-02
Modera Wealth Management, LLC
4,812$457.1K0.0%ETFVery LowWestwood, NJ2026-10-28
Bison Wealth, LLC
4,776$451.7K0.0%GrowthMediumAtlanta, GA2026-10-13
Strid Group, LLC
4,716$448.0K0.0%ETFLowNewtown Square, PA2026-10-28
TD Private Client Wealth LLC
4,644$441.1K0.0%ETFLowNew York, NY2026-10-28
PUREfi Wealth, LLC
4,643$441.0K0.2%GrowthMediumBoston, MA2026-10-19
AAF Wealth Management, LLC
4,624$439.3K0.2%ETFLowWestborough, MA2026-10-28
Regions Financial Corp
4,620$438.9K0.0%CoreLowBirmingham, AL2026-11-05
Tranquility Partners, LLC
4,609$437.8K0.2%CoreLowBrentwood, TN2026-10-20
TFC Financial Management, Inc.
4,586$435.7K0.0%ETFVery LowBoston, MA2026-10-26
LFG Wealth Partners, LLC
4,583$435.4K0.2%CoreMediumElizabethtown, KY2026-10-28
Wealthcare Capital Partners, LLC
4,582$435.2K0.2%ETFLowWest Chester, PA2026-10-21
Advisor OS, LLC
4,576$434.7K0.0%ETFMediumChicago, IL2026-11-03
Raleigh Capital Management Inc.
4,529$430.2K0.1%CoreMediumCary, NC2026-10-28
AlphaStar Capital Management, LLC
4,520$429.4K0.0%ETFMediumCornelius, NC2026-10-16
Sage Mountain Advisors LLC
4,506$428.0K0.0%ETFLowAtlanta, GA2026-11-02
Riverbend Wealth Management, LLC
4,476$425.2K0.2%GrowthLowMyrtle Beach, SC2026-10-15
Colorado Capital Management, Inc.
4,456$4230.0%ETFVery LowBoulder, CO2026-10-15
True North Advisors, LLC
4,441$421.9K0.0%CoreMediumDallas, TX2026-10-22
McGlone Suttner Wealth Management, Inc.
4,408$418.7K0.0%ETFVery LowAppleton, WI2026-10-13
Laurel OAK Wealth Management, LLC
4,378$415.9K0.1%GrowthLowMarlton, NJ2026-10-19
Accredited Investors Inc.
4,359$414.1K0.0%ETFLowEdina, MN2026-11-03
waypoint wealth counsel
4,314$409.8K0.2%CoreLowAtlanta, GA2026-10-22
JDH Wealth Management, LLC
4,283$406.8K0.2%ETFVery LowSanta Rosa, CA2026-10-20
Lanark Financial, Inc.
4,241$402.9K0.0%CoreMediumBirmingham, AL2026-10-26
Perigon Wealth Management, LLC
4,214$400.3K0.0%GrowthLowSan Francisco, CA2026-10-22
BIP Wealth, LLC
4,165$395.7K0.0%ETFMediumAtlanta, GA2026-10-22
May Hill Capital, LLC
4,157$394.9K0.1%ETFLowCohasset, MA2026-11-03
Summit Investment Advisory Services, LLC
4,155$394.7K0.1%ETFVery LowRoseville, MN2026-11-03
Duncker Streett & Co Inc
4,143$393.6K0.1%GrowthLowSt. Louis, MO2026-10-27
Roof Eidam Maycock Peralta, LLC
4,121$391.5K0.1%ETFVery LowSan Francisco, CA2026-10-15
CoreCap Advisors, LLC
4,112$390.6K0.0%ETFMediumSouthfield, MI2026-10-08
TPG Advisors LLC
4,105$389.9K0.2%ETFVery LowNorthfield, IL2026-10-16
Security Financial Services, Inc.
4,064$386.0K0.1%ETFMediumFort Wayne, IN2026-10-29
Capital Investment Advisory Services, LLC
4,006$383.0K0.0%CoreMediumRaleigh, NC2026-10-30
Aspect Partners, LLC
3,993$379.3K0.1%ETFMediumFairfax, VA2026-10-20
Birchbrook, Inc.
3,987$378.7K0.2%ETFLowBangor, ME2026-10-14
William Mack & Associates, Inc.
3,979$378.0K0.1%ETFLowTroy, MI2026-10-27
Apella Capital, LLC
3,973$377.1K0.0%ETFVery LowWest Hartford, CT2026-10-08
RAM Investment Partners, LLC
3,955$375.7K0.1%ETFLowBellevue, WA2026-10-21
Csenge Advisory Group
3,941$374.3K0.0%ETFMediumClearwater, FL2026-11-04
Tactive Advisors, LLC
3,921$372.5K0.1%ETFHighJacksonville, FL2026-10-08
Creative Financial Designs Inc
3,863$367.0K0.0%ETFMediumKokomo, IN2026-11-04
One Way Holdings LLC
3,855$366.2K0.0%CoreMediumFlower Mound, TX2026-10-29
Kaufman Rossin Wealth, LLC
3,837$364.5K0.1%ETFLowMiami, FL2026-10-19
Enzi Wealth
3,793$359.0K0.1%ETFMediumAustin, TX2026-10-14
Element Pointe Advisors, LLC
3,741$355.4K0.1%ETFLowMiami, FL2026-10-21
Blue Water Asset Management
3,723$353.7K0.1%ETFLowGrand Rapids, MI2026-11-04
Capital Advisors Wealth Management, LLC
3,692$350.7K0.0%ETFLowYakima, WA2026-10-09
Financial Architects, LLC
3,685$350.0K0.2%ETFLowWoodstock, GA2026-10-13
Spectrum Strategic Capital Management, LLC
3,608$342.7K0.2%ETFMediumCorvallis, OR2026-10-22
Rossby Financial, LCC
3,604$342.4K0.1%ETFMediumMelbourne, FL2026-11-05
Intelligence Driven Advisers, LLC
3,578$339.9K0.1%ETFLowCarlsbad, CA2026-10-09
Sterling Investment Advisors LLC
3,497$332.3K0.1%ETFVery LowBolivar, MO2026-10-27
Park State Asset Management
3,465$329.1K0.3%CoreVery LowBeverly, MA2026-11-02
Sima Wealth Partners, LLC
3,459$328.6K0.2%ETFVery LowRichmond, VA2026-10-19
Koa Wealth Management, LLC
3,450$327.7K0.2%CoreLowEncinitas, CA2026-10-14
Lakeshore Financial Planning, Inc.
3,417$324.6K0.1%ETFLowSt. Clair Shores, MI2026-10-13
Cooper S Advisors, LLC
3,402$323.2K0.1%ETFLowVictor, NY2026-11-03
Williams Jones Wealth Management, Llc.
3,345$317.7K0.0%GrowthLowNew York, NY2026-11-05
Helium Advisors LLC
3,301$313.6K0.3%ETFLowVancouver, WA2026-10-23
First Heartland Consultants, Inc.
3,292$312.7K0.0%ETFMediumLake St. Louis, MO2026-10-08
Plan Group Financial, LLC
3,270$306.5K0.1%ETFMediumOklahoma City, OK2026-10-22
Beacon Financial Advisory LLC
3,269$310.5K0.1%ETFLowCleveland, OH2026-10-16
TSA Wealth Managment LLC
3,209$304.8K0.1%ETFMediumHouston, TX2026-10-22
Certified Advisory Corp
3,180$302.1K0.0%ETFLowAltamonte Springs, FL2026-10-29
Sapient Capital LLC
3,130$297.3K0.0%GrowthMediumIndianapolis, IN2026-10-08
Beacon Bank & Trust
3,127$297.0K0.1%CoreMediumBoston, MA2026-10-27
TCI Wealth Advisors, Inc.
3,078$292.3K0.0%ETFLowTucson, AZ2026-10-30
Means Investment Co., Inc.
3,061$290.7K0.0%GrowthVery LowBangor, ME2026-11-03
Invera Wealth Advisors, LLC
3,043$289.1K0.1%GrowthMediumBend, OR2026-10-28
LEE Danner & Bass Inc
3,035$288.3K0.0%ValueVery LowNashville, TN2026-10-27
Hazlett, Burt & Watson, Inc.
2,992$283.0K0.2%CoreVery LowWheeling, WV2026-11-04
GHP Investment Advisors, Inc.
2,974$282.5K0.0%CoreVery LowDenver, CO2026-10-15
Cooper Financial Group
2,972$282.3K0.0%GrowthMediumIrvine, CA2026-10-07
First Fiduciary Investment Counsel, Inc.
2,953$2810.0%CoreLowCleveland, OH2026-10-27
JIM Saulnier & Associates, LLC
2,945$279.7K0.1%ETFLowFort Collins, CO2026-11-04
Patriot Investment Management Group, Inc.
2,928$278.1K0.0%ETFVery LowKnoxville, TN2026-10-15
Davenport & Co LLC
2,904$275.9K0.0%CoreMediumRichmond, VA2026-10-14
Magnus Financial Group LLC
2,867$272.4K0.0%ETFLowNew York, NY2026-10-21
B. Riley Wealth Advisors, Inc.
2,864$272.1K0.0%GrowthLowMemphis, TN2026-10-13
American State Bank (Iowa)
2,845$270.2K0.1%GrowthVery LowSioux Center, IA2026-11-03
Ashton Thomas Securities, LLC
2,834$269.2K0.0%ETFMediumRochester, NY2026-10-26
Wilkins Miller Wealth Management, LLC
2,830$268.8K0.2%ETFVery LowMobile, AL2026-10-13
National Wealth Management Group, LLC
2,789$265.0K0.1%ETFMediumCincinnati, OH2026-10-26
Capital Advisors, Ltd. LLC
2,773$2630.0%ETFLowShaker Heights, OH2026-10-27
Polaris Investment Advisors, LLC
2,763$262.5K0.2%ETFMediumFramingham, MA2026-10-20
Princeton Global Asset Management LLC
2,725$258.8K0.0%GrowthLowPrinceton, NJ2026-10-21
Cape Investment Advisory, Inc.
2,700$256.5K0.1%ETFLowMcdonough, GA2026-10-13
Sowell Financial Services LLC
2,679$254.4K0.0%CoreLowNorth Little Rock, AR2026-10-23
EPG Wealth Management LLC
2,652$251.9K0.1%GrowthLowAtlanta, GA2026-11-03
Cora Capital Advisors LLC
2,632$250.0K0.1%ETFLowMarlton, NJ2026-11-02
Invested Advisors
2,597$246.7K0.2%CoreMediumState College, PA2026-10-23
Inlight Wealth Management, LLC
2,594$246.4K0.1%ETFVery LowAtlanta, GA2026-10-21
Aaron Wealth Advisors LLC
2,592$246.3K0.0%GrowthMediumChicago, IL2026-10-13
Parkway Wealth Management Group, LLC
2,559$243.1K0.0%ETFHighPlano, TX2026-10-20
BridgePort Financial Solutions, LLC
2,453$233.0K0.1%ETFLowFairfield, IA2026-11-02
Commonwealth Retirement Investments LLC
2,441$231.9K0.1%CoreMediumRichmond, VA2026-10-26
Accurate Wealth Management, LLC
2,437$230.7K0.0%CoreMediumWesley Chapel, FL2026-10-20
Cornerstone Wealth Management, LLC
2,416$229.5K0.0%ETFVery LowSt. Peters, MO2026-11-04
Capital Investment Counsel, LLC
2,411$229.0K0.0%CoreLowDenver, CO2026-10-14
Fiduciary Alliance LLC
2,397$227.7K0.0%CoreMediumGreenville, SC2026-10-13
Abacus Planning Group, Inc.
2,369$225.0K0.0%ETFLowColumbia, SC2026-11-02
Forza Wealth Management, LLC
2,344$222.7K0.1%CoreVery LowSarasota, FL2026-10-20
Investment Partners, Ltd.
2,338$222.1K0.0%ETFVery LowNew Philadelphia, OH2026-10-29
Larson Financial Group LLC
2,333$221.6K0.0%GrowthLowSt Louis, MO2026-11-05
W.G. Shaheen & Associates DBA Whitney & Co
2,311$219.5K0.0%CoreLowRochester, NY2026-11-03
TD Waterhouse Canada Inc.
2,300$217.4K0.0%CoreLowToronto, Australia2026-10-16
Miller Financial Services LLC
2,245$213.3K0.2%CoreLowMarshall, MI2026-10-20
Busey Bank
2,241$212.9K0.0%GrowthVery LowUrbana, IL2026-10-26
Uptick Partners, LLC
2,240$212.7K0.0%ETFLowNacogdoches, TX2026-11-04
Christensen, King & Associates Investment Services, Inc.
2,233$212.1K0.1%ETFVery LowRichland, WA2026-10-22
Wise Wealth Partners
2,225$211.4K0.4%ETFMediumPhoenix, AZ2026-10-14
Onyx Bridge Wealth Group LLC
2,224$211.2K0.0%ETFMediumTarrytown, NY2026-10-16
Harbor Group, Inc.
2,196$208.6K0.0%ETFVery LowBedford, NH2026-10-14
Forum Financial Management, LP
2,174$206.5K0.0%ETFLowLombard, IL2026-10-16
Old Mission Investment Co LLC
2,143$203.6K0.0%ETFLowTraverse City, MI2026-10-22
Precedent Wealth Partners, LLC
2,136$202.9K0.0%ETFMediumHouston, TX2026-10-21
Madrona Financial Services, LLC
2,129$202.2K0.0%ETFLowEverett, WA2026-10-23
Visionary Wealth Advisors
2,121$201.5K0.0%ETFLowO'Fallon, IL2026-11-04
Independence Financial Advisors, LLC
2,111$200.6K0.1%ETFMediumFranklin, NH2026-10-08
Key FInancial Inc
2,053$195.0K0.0%ETFLowWest Chester, PA2026-11-02
Torren Management, LLC
2,042$193.9K0.1%ETFMediumSan Diego, CA2026-10-29
DT Investment Partners, LLC
1,888$179.3K0.0%ETFVery LowChadds Ford, PA2026-10-27
EverSource Wealth Advisors, LLC
1,746$165.8K0.0%CoreMediumBirmingham, AL2026-11-04
Trust Co of Vermont
1,486$141.2K0.0%CoreVery LowBrattleboro, VT2026-10-21
Comprehensive Financial Planning, Inc.
1,418$134.7K0.1%Agg GrowthLowEast Petersburg, PA2026-10-27
Main Street Group, LTD
1,345$127.8K0.0%ETFMediumGlen Allen, VA2026-10-28
Loring Wolcott & Coolidge Fiduciary Advisors LLP
1,233$117.1K0.0%GrowthVery LowBoston, MA2026-10-23
Global Trust Asset Management, LLC
1,196$113.6K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Avion Wealth
1,176$111.0K0.2%ETFLowThe Woodlands, TX2026-11-04
Brown, Lisle Ings, Inc.
1,124$106.8K0.0%CoreVery LowProvidence, RI2026-10-16
Bank Julius Baer & Co. Ltd, Zurich
972$92.3K0.0%GrowthMediumZurich, Switzerland2026-10-29
Breakwater Investment Management
910$86.4K0.0%ETFLowSeattle, WA2026-10-20
Cranbrook Wealth Management, LLC
824$78.3K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
Next Level Wealth Planning, LLC
823$78.1K0.0%ETFVery LowMeridian, ID2026-10-29
Holos Integrated Wealth LLC
801$74.7K0.0%ETFLowKennett Square, PA2026-10-23
Atlantic Edge Private Wealth Management, LLC
785$74.6K0.0%CoreLowJacksonville, FL2026-10-20
JFS Wealth Advisors, LLC
752$71.4K0.0%ETFVery LowHermitage, PA2026-11-03
Polaris Financial Partners
739$600.0%GrowthN/AWesterville, OH2026-10-02
MeadowBrook Investment Advisors LLC
725$67.1K0.1%CoreLowLivonia, MI2026-10-29
Oakworth Capital, Inc.
710$67.4K0.0%ETFLowBirmingham, AL2026-10-26
Indiana Trust & Investment Management Co
705$67.0K0.0%GrowthLowMishawaka, IN2026-10-22
Blueline Advisors LLC
669$63.5K0.0%ETFLowExeter, NH2026-10-15
Bank of New Hampshire
651$61.8K0.0%CoreLowLaconia, NH2026-10-06
Blume Capital Management, Inc.
594$56.4K0.0%CoreMediumBerkeley, CA2026-10-26
Tompkins Financial Corp
573$54.4K0.0%CoreLowIthaca, NY2026-10-05
CX Institutional
559$530.0%CoreMediumAuburn, IN2026-10-02
Toth Financial Advisory Corp
550$52.2K0.0%CoreLowLeesburg, VA2026-10-08
Moisand Fitzgerald Tamayo, LLC
547$52.0K0.0%ETFVery LowOrlando, FL2026-10-15
Abound Wealth Management
531$50.4K0.0%ETFVery LowFranklin, TN2026-10-26
Mascoma Wealth Management LLC
510$48.4K0.0%ETFVery LowHanover, NH2026-10-23
Yankcom Partnership
449$42.7K0.0%CoreVery LowYankton, SD2026-10-15
United Financial Planning Group LLC
436$41.4K0.0%ETFHighHauppauge, NY2026-11-04
Financial Perspectives, Inc
410$39.0K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Kingdom Financial Group Llc.
404$38.4K0.0%ETFMediumPeoria, AZ2026-11-04
Canton Hathaway, LLC
389$37.0K0.0%ValueLowProvidence, RI2026-10-23
Halbert Hargrove Global Advisors, LLC
383$36.4K0.0%ETFLowLong Beach, CA2026-10-16
Reap Financial Group, LLC
370$35.1K0.0%ETFLowAustin, TX2026-11-02
LFA - Lugano Financial Advisors SA
369$35.1K0.0%ETFLowLugano, Switzerland2026-11-03
Mcdonald Partners LLC
369$35.1K0.0%CoreLowCleveland, OH2026-11-03
StrongBox Wealth, LLC
361$34.3K0.0%GrowthLowLee'S Summit, MO2026-11-02
MidAtlantic Capital Management, Inc.
353$33.5K0.0%ETFVery LowRichmond, VA2026-11-05
Kelleher Financial Advisors
321$30.5K0.0%CoreMediumNew York, NY2026-10-30
Westside Investment Management, Inc.
311$29.6K0.0%GrowthLowSanta Monica, CA2026-11-02
Capital Investment Counsel, Inc
300$28.5K0.0%GrowthVery LowRaleigh, NC2026-10-20
Hamilton Point Investment Advisors, LLC
284$27.0K0.0%CoreLowChapel Hill, NC2026-11-03
Plante Moran Financial Advisors, LLC
279$26.5K0.0%ETFVery LowSouthfield, MI2026-11-04
Armstrong Advisory Group, Inc
256$24.3K0.0%ETFHighNeedham, MA2026-10-09
Retirement Wealth Solutions LLC
254$24.1K0.0%ETFLowMarshfield, WI2026-10-07
Silver Grove Financial Group, Inc.
232$22.0K0.0%CoreMediumOrchard Park, NY2026-11-05
United Community Bank
232$22.0K0.0%CoreLowGreenville, SC2026-10-28
Pinnacle Wealth Planning Services, Inc.
210$19.9K0.0%GARPLowMansfield, OH2026-10-27
West Branch Capital LLC
203$19.2K0.0%GrowthVery LowAmherst, MA2026-10-20
Activest Wealth Management
202$19.2K0.0%ETFLowAventura, FL2026-10-15
Hanson & Doremus Investment Management
187$180.0%CoreVery LowBurlington, VT2026-10-16
Rossmore Private Capital
175$16.6K0.0%CoreLowGlastonbury, CT2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
166$15.8K0.0%GrowthMediumIndianapolis, IN2026-10-14
Evolution Wealth Management Inc.
160$15.2K0.0%ETFMediumFort Myers, FL2026-10-28
Gamma Investing LLC
160$15.2K0.0%IndexVery LowFoster City, CA2026-10-08
Triumph Capital Management
154$14.6K0.0%ETFMediumDenver, CO2026-10-14
Parkside Financial Bank & Trust
145$13.8K0.0%CoreVery LowSaint Louis, MO2026-10-27
Go Invest LLC
141$13.4K0.0%ETFN/AWest Jordan, UT2026-10-09
Fortitude Family Office, LLC
139$13.2K0.0%ETFMediumScottsdale, AZ2026-10-14
3Chopt Investment Partners, LLC
136$12.9K0.0%CoreLowRichmond, VA2026-10-30
Key Capital Management, Inc
127$12.1K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Birchwood Financial Partners, Inc.
123$11.6K0.0%ETFVery LowBloomington, MN2026-11-02
Nfsg Corp
105$10.0K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Allspring Global Investments Holdings, LLC
105$10.0K0.0%CoreMediumCharlotte, NC2026-11-04
Financial Consulate, Inc
105$10.0K0.0%ETFLowHunt Valley, MD2026-10-23
WPG Advisers, LLC
100$9.5K0.0%CoreLowBaltimore, MD2026-10-27
Root Financial Partners, LLC
88$8.4K0.0%ETFMediumEncinitas, CA2026-10-21
Independence Bank of Kentucky
88$8.4K0.0%GrowthLowOwensboro, KY2026-10-26
Pathway Financial Advisers, LLC
87$8.2K0.0%CoreLowAuburn, IN2026-10-27
GGM Financial LLC
86$8.2K0.0%ETFMediumColumbus, OH2026-11-05
West Paces Advisors Inc.
85$8.1K0.0%ETFLowAtlanta, GA2026-10-13
Montgomery Financial Services LLC
75$7.1K0.0%ETFN/AOcean City, MD2026-11-03
Godsey & Gibb, Inc
74$7.0K0.0%CoreLowRichmond, VA2026-10-14
Latitude Advisors, LLC
72$6.8K0.0%ETFLowYorkville, IL2026-10-27
Concord Wealth Partners
67$6.4K0.0%GrowthLowAbingdon, VA2026-11-02
Putney Financial Group LLC
61$5.8K0.0%GrowthLowSan Rafael, CA2026-10-30
Archer Investment Corp
54$5.1K0.0%CoreMediumCarmel, IN2026-11-05
SJS Investment Consulting Inc.
51$4.8K0.0%ETFVery LowSylvania, OH2026-10-26
Buck Wealth Strategies, LLC
44$4.2K0.0%ValueMediumDenver, CO2026-10-28
Morton Brown Family Wealth, LLC
42$4.0K0.0%ETFVery LowAllentown, PA2026-10-23
Balance Wealth Partners LLC
41$3.9K0.0%ETFMediumWorthington, OH2026-10-27
Atwood & Palmer Inc
36$3.4K0.0%CoreVery LowKansas City, MO2026-10-08
Valley National Advisers Inc
33$3.1K0.0%ETFLowBethlehem, PA2026-10-23
Eastern Bank
30$2.9K0.0%GrowthMediumBoston, MA2026-10-05
Barnes Dennig Private Wealth Management LLC
29$2.8K0.0%CoreLowCincinnati, OH2026-10-30
Ascentis Independent Advisors
28$2.7K0.0%ETFLowDallas, TX2026-11-03
Versant Capital Management, Inc
26$2.5K0.0%GARPLowPhoenix, AZ2026-10-02
Trust Co
26$2.5K0.0%ETFVery LowManhattan, KS2026-10-09
Signature Equity Partners, LLC
26$2.4K0.0%GrowthMediumColumbus, OH2026-10-29
Networth Advisors, LLC
15$1.5K0.0%ETFMediumCanonsburg, PA2026-11-03
MV Capital Management, Inc.
14$1.3K0.0%ETFLowBethesda, MD2026-10-29
CKW Financial Group
9$10.0%ETFVery LowHonolulu, HI2026-10-29
Contravisory Investment Management, Inc.
7$6650.0%MomentumHighNorwell, MA2026-10-13