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CUSIP: 46434G764 | NYSE | 1741 institutional holders

Quarters

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

Bank of New York Mellon Corp5,124,469
0.1% of portfolio›$507.7M
Cullen T Bankers, Inc.3,079,739
3.0% of portfolio›$305.1M
Facet Wealth, Inc.1,605,580
2.0% of portfolio›$159.1M
Eastern Bank1,152,859
1.7% of portfolio›$114.2M
Avidian Wealth Enterprises, LLC1,024,673
2.8% of portfolio›$101.5M
Creative Planning788,101
0.0% of portfolio›$78.1M
Ayalon Insurance Comp Ltd.700,439
0.1% of portfolio›$69.4K
Thrivent Financial for Lutherans699,292
0.2% of portfolio›$69.3M
Crestwood Advisors Group, LLC690,432
1.0% of portfolio›$68.4M
Hughes Financial Services, LLC666,747
7.9% of portfolio›$61.9M
Farther Finance Advisors, LLC628,287
0.4% of portfolio›$62.3M
Anderson Hoagland & Co612,629
4.3% of portfolio›$55.8M
Commonwealth Equity Services, LLC592,686
0.1% of portfolio›$58.7M
New York Life Investment Management LLC515,684
0.4% of portfolio›$51.1M
Oppenheimer Asset Management Inc.510,215
0.5% of portfolio›$50.6M
True Private Wealth Advisors497,553
4.2% of portfolio›$49.3M
Oakworth Capital, Inc.476,795
2.2% of portfolio›$47.2M
Sentinel Trust Co LBA456,200
5.9% of portfolio›$45.2M
Mirae Asset Global Investments Co., Ltd.450,072
0.1% of portfolio›$44.6M
Aprio Wealth Management, LLC434,380
2.0% of portfolio›$43.0M
Heck Capital Advisors, LLC429,104
2.3% of portfolio›$42.5M
Elevation Point Wealth Partners, LLC386,062
0.6% of portfolio›$38.3M
Alps Advisors Inc347,490
0.2% of portfolio›$34.4M
Truist Financial Corp306,506
0.0% of portfolio›$30.4M
Stockman Wealth Management, Inc.292,733
3.0% of portfolio›$29.0M
Mutual of America Capital Management LLC286,250
0.3% of portfolio›$28.4M
SMI Advisory Services, LLC285,356
4.5% of portfolio›$28.3M
OpenArc Corporate Advisory, LLC273,382
0.3% of portfolio›$27.1M
Trail Ridge Investment Advisors, LLC268,306
11.2% of portfolio›$26.6M
Cardinal Strategic Wealth Guidance267,649
6.0% of portfolio›$26.5M
Beam Wealth Advisors, Inc.262,054
5.6% of portfolio›$26.0M
Ashton Thomas Private Wealth, LLC255,848
0.5% of portfolio›$25.3M
Columbia Bank251,691
5.3% of portfolio›$24.9M
Atlantic Edge Private Wealth Management, LLC251,341
5.1% of portfolio›$24.9M
Wealthcare Advisory Partners LLC245,412
0.4% of portfolio›$24.3M
Cora Capital Advisors LLC240,038
6.3% of portfolio›$23.8M
Park Avenue Securities LLC236,589
0.0% of portfolio›$23.4K
Chicago Partners Investment Group LLC231,268
0.4% of portfolio›$21.2M
Chatham Capital Group, Inc.226,706
2.9% of portfolio›$22.5M
Courier Capital LLC226,174
1.1% of portfolio›$22.4M
Eagle Bluffs Wealth Management LLC209,717
7.1% of portfolio›$20.8M
Citigroup Inc207,620
0.0% of portfolio›$20.6M
Professional Advisory Services Inc205,255
0.0% of portfolio›$20.3K
Pecaut & Co.202,975
5.8% of portfolio›$20.1M
Greenwood Capital Associates LLC193,947
1.9% of portfolio›$19.2M
Arkansas Financial Group, Inc.183,382
2.4% of portfolio›$18.2M
Barings LLC180,317
0.3% of portfolio›$17.9M
Cambridge Investment Research Advisors, Inc.179,722
0.0% of portfolio›$17.8K
Randall & Associates Wealth Management177,962
10.7% of portfolio›$17.6M
Focus Financial Network, Inc.174,128
0.5% of portfolio›$17.3M
MinichMacGregor Wealth Management, LLC173,028
2.8% of portfolio›$17.1M
Financial Partners Group, Inc160,465
1.6% of portfolio›$15.9M
Concurrent Investment Advisors, LLC156,978
0.1% of portfolio›$15.6M
LVM Capital Management LTD155,176
1.3% of portfolio›$15.4M
Oarsman Capital, Inc.150,558
1.5% of portfolio›$14.9M
Townsend & Associates, Inc142,749
1.1% of portfolio›$13.2M
Focused Wealth Management, Inc140,047
1.2% of portfolio›$13.9M
Central Bank & Trust Co137,487
1.9% of portfolio›$13.6M
Bare Financial Services, Inc133,152
3.0% of portfolio›$13.2M
McKinley Carter Wealth Services, Inc.127,465
0.6% of portfolio›$12.6M
Fifth Third Wealth Advisors LLC125,974
0.3% of portfolio›$12.5M
Wallington Asset Management, LLC121,747
1.4% of portfolio›$12.1M
Kozak & Associates, Inc.120,231
2.1% of portfolio›$11.4M
Ironsides Asset Advisors, LLC116,297
2.8% of portfolio›$11.5M
McAdam, LLC111,636
0.4% of portfolio›$11.1M
New Wave Wealth Advisors LLC107,786
2.8% of portfolio›$10.5M
Regions Financial Corp103,361
0.1% of portfolio›$10.2M
State of Wyoming101,651
0.8% of portfolio›$10.1M
Inlight Wealth Management, LLC101,565
2.9% of portfolio›$10.1M
High Note Wealth, LLC101,443
1.6% of portfolio›$10.1M
Choreo, LLC97,016
0.1% of portfolio›$9.6M
Valley National Advisers Inc96,064
1.0% of portfolio›$9.5M
Matthew Goff Investment Advisor, LLC95,560
1.4% of portfolio›$9.5M
Forthright Family Wealth Advisory LLC95,206
5.4% of portfolio›$9.4M
Noble Family Wealth, LLC94,735
1.7% of portfolio›$9.4M
Fiduciary Alliance LLC94,145
0.7% of portfolio›$9.3M
Foundry Financial Group, Inc.92,821
3.8% of portfolio›$9.2M
Camden National Bank89,253
1.2% of portfolio›$8.8M
Sterling Investment Counsel, LLC87,172
2.0% of portfolio›$8.6M
Valeo Financial Advisors, LLC86,168
0.2% of portfolio›$8.5M
Redw Wealth LLC85,432
3.1% of portfolio›$8.5M
Blue Trust, Inc.85,195
0.1% of portfolio›$8.4M
City of London Investment Management Co LTD84,830
0.6% of portfolio›$8.4M
Perigon Wealth Management, LLC84,576
0.1% of portfolio›$8.4M
Crescent Grove Advisors, LLC84,325
0.7% of portfolio›$8.4M
Sound Stewardship, LLC83,425
3.4% of portfolio›$8.3M
Norway Savings Bank82,774
3.4% of portfolio›$8.2M
Refined Wealth Management82,469
4.6% of portfolio›$8.2M
Intelligence Driven Advisers, LLC82,221
1.4% of portfolio›$8.1M
Brighton Jones LLC81,945
0.1% of portfolio›$8.1M
Grey Ledge Advisors, LLC78,677
1.6% of portfolio›$7.8M
5th Street Advisors, LLC77,749
3.1% of portfolio›$7.7M
Meitav Investment House LTD77,008
0.0% of portfolio›$7.6M
Kestra Advisory Services, LLC76,617
0.0% of portfolio›$7.6M
Caldwell Trust Co76,435
0.6% of portfolio›$7.6M
Montecito Bank & Trust74,980
1.1% of portfolio›$7.4M
Eley Financial Management, Inc74,240
2.4% of portfolio›$7.4M
Envision Financial LLC73,377
3.2% of portfolio›$7.3M
Keybank National Association72,704
0.0% of portfolio›$7.2M
Kraft, Davis & Associates, LLC72,588
1.4% of portfolio›$6.8M
AGF Management LTD71,966
0.0% of portfolio›$7.1M
Absolute Capital Management, LLC71,721
1.6% of portfolio›$7.1M
Seven Bridges Advisors LLC71,615
3.2% of portfolio›$7.1M
RFG Advisory, LLC71,602
0.1% of portfolio›$7.1M
Retirement Planning Group, LLC69,032
0.2% of portfolio›$6.8M
Client First Capital LLC68,386
2.7% of portfolio›$6.8M
SFG Wealth Management, Llc.66,593
2.3% of portfolio›$6.6M
Dynamic Wealth Strategies, LLC65,053
3.4% of portfolio›$6.4M
ARQ Wealth Advisors, LLC64,674
0.8% of portfolio›$6.4M
MBL Wealth, LLC64,632
0.4% of portfolio›$6.4M
Leo Wealth, LLC64,408
1.4% of portfolio›$6.4M
Financiere des Professionnels - Fonds d'investissement inc.62,000
0.4% of portfolio›$6.1M
Diversify Advisory Services, LLC58,364
0.1% of portfolio›$5.5M
Diversify Wealth Management, LLC58,364
0.1% of portfolio›$5.5M
HB Wealth Management, LLC57,678
0.0% of portfolio›$5.7M
IFP Advisors, Inc57,193
0.1% of portfolio›$5.7M
Robertson Stephens Wealth Management, LLC57,008
0.1% of portfolio›$5.6M
Arbor Investment Advisors, LLC56,896
0.6% of portfolio›$5.6M
MJT & Associates Financial Advisory Group, Inc.55,358
3.5% of portfolio›$5.5M
Wealth Enhancement Advisory Services, LLC54,942
0.0% of portfolio›$5.4M
Bestgate Wealth Advisors, LLC54,621
3.4% of portfolio›$5.4M
Antonelli Financial Advisors, LLC53,747
3.9% of portfolio›$5.3M
Independent Financial Group, LLC53,468
0.1% of portfolio›$5.3M
Atria Investments, Inc53,337
0.1% of portfolio›$5.3M
Midwest Professional Planners, Ltd.53,063
1.0% of portfolio›$5.3M
First Citizens Bank & Trust Co52,125
0.1% of portfolio›$5.2M
Gold Investment Management Ltd.51,764
1.4% of portfolio›$5.1M
Analyst IMS Investment Management Services Ltd.51,030
0.2% of portfolio›$5.1M
Bigelow Investment Advisors, LLC50,578
1.8% of portfolio›$5.0M
Sepio Capital, LP50,299
0.2% of portfolio›$5.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management50,239
0.1% of portfolio›$5.0M
Brooklyn FI, LLC49,810
0.7% of portfolio›$4.5M
NTV Asset Management LLC49,342
0.5% of portfolio›$4.9M
Hyposwiss Advisors SA49,160
4.7% of portfolio›$4.9M
Live Oak Investment Partners49,098
2.6% of portfolio›$4.9M
Strategic Blueprint, LLC46,822
0.2% of portfolio›$4.6M
Anson Capital, Inc.46,806
3.0% of portfolio›$4.6M
LVW Advisors, LLC46,614
0.4% of portfolio›$4.6M
Capital Advantage, Inc.45,749
0.5% of portfolio›$4.5M
EverSource Wealth Advisors, LLC45,302
0.1% of portfolio›$4.5M
Silverleafe Capital Partners, LLC45,173
1.3% of portfolio›$4.5M
Madrid Wealth Management, LLC44,552
2.8% of portfolio›$4.4M
Cypress Capital, LLC44,523
1.2% of portfolio›$4.4M
Vise Technologies, Inc.42,704
0.0% of portfolio›$4.2M
Shelton Wealth Management, LLC42,281
1.6% of portfolio›$4.2M
Farrell Financial LLC41,781
2.2% of portfolio›$4.1M
Maryland Capital Advisors Inc.41,624
1.3% of portfolio›$4.1M
Denver PWM, LLC41,612
1.4% of portfolio›$4.1M
Gradient Capital Advisors, LLC41,570
1.0% of portfolio›$4.1M
Nottingham Advisors, Inc.41,501
0.5% of portfolio›$4.1M
Hegarty Advisors, LLC41,348
2.5% of portfolio›$4.1M
Smithbridge Asset Management Inc41,259
0.6% of portfolio›$4.1M
AlphaCore Capital LLC41,044
0.1% of portfolio›$4.1M
Trek Financial, LLC40,858
0.2% of portfolio›$4.0M
Pekin Hardy Strauss, Inc.40,472
0.4% of portfolio›$4.0M
Meridian Wealth Management, LLC39,830
0.1% of portfolio›$3.9M
Versant Capital Management, Inc39,681
0.3% of portfolio›$3.9M
Clear Harbor Asset Management, LLC39,536
0.2% of portfolio›$3.9M
Systelligence, LLC39,393
0.7% of portfolio›$4.3M
Catalyst Investment Management LLC38,975
3.4% of portfolio›$3.9M
Integrity Alliance, Llc.38,365
0.1% of portfolio›$3.8M
Smith Thornton Advisors LLC38,238
1.7% of portfolio›$3.8M
Form Wealth Advisors, LLC37,732
0.4% of portfolio›$3.7M
Prospera Financial Services Inc36,947
0.0% of portfolio›$3.3M
Oppenheimer & Co Inc36,517
0.0% of portfolio›$3.6M
MGO One Seven LLC36,471
0.1% of portfolio›$3.6M
Mogy Joel R Investment Counsel Inc36,188
0.2% of portfolio›$3.6M
Ridgeline Wealth Planning, LLC36,163
2.1% of portfolio›$3.6M
Montag A & Associates Inc34,480
0.1% of portfolio›$3.4M
Planning Strategies Inc.34,261
2.0% of portfolio›$3.4M
Affinity Capital Advisors, LLC34,192
0.4% of portfolio›$3.4M
Balance Wealth Partners LLC33,757
0.8% of portfolio›$3.3M
XY Planning Network, Inc.33,379
0.4% of portfolio›$3.3M
Quadcap Wealth Management, LLC33,008
0.3% of portfolio›$3.3M
Client 1ST Advisory Group, LLC32,463
0.8% of portfolio›$3.2M
Powerhouse Assets LLC32,187
2.6% of portfolio›$3.2M
Apella Capital, LLC31,989
0.0% of portfolio›$3.2M
Flagship Harbor Advisors, LLC31,311
0.1% of portfolio›$3.1M
MW Advisory, LLC30,750
1.2% of portfolio›$3.0M
Cornerstone Wealth, LLC30,209
1.3% of portfolio›$2.8M
D.A. Davidson & Co.30,183
0.0% of portfolio›$3.0M
Ascent Group, LLC30,108
0.1% of portfolio›$3.0M
Fusion Family Wealth, LLC29,607
0.2% of portfolio›$2.9M
Pilgrim Partners Asia Pte Ltd29,300
0.6% of portfolio›$2.9M
Leuthold Group, LLC29,268
0.3% of portfolio›$2.9M
Essential Partners LLC28,461
1.3% of portfolio›$2.8M
First Bank & Trust27,895
0.4% of portfolio›$2.8M
Parallel Advisors, LLC27,494
0.0% of portfolio›$2.7M
Atticus Wealth Management, LLC26,742
0.6% of portfolio›$2.6M
Stegent Equity Advisors, Inc.26,266
2.1% of portfolio›$2.6M
Provident Wealth Management, LLC26,234
0.9% of portfolio›$2.6M
Founders Financial Securities LLC26,009
0.1% of portfolio›$2.6M
WT Wealth Management25,766
0.7% of portfolio›$2.6M
Sovran Advisors, LLC25,324
0.2% of portfolio›$2.4M
BIP Wealth, LLC24,429
0.1% of portfolio›$2.4M
Gallacher Capital Management LLC24,312
2.0% of portfolio›$2.4M
Basso Capital Management, L.P.23,994
0.5% of portfolio›$2.4M
Cordoba Advisory Partners LLC23,837
0.3% of portfolio›$2.4M
Terra Nova Asset Management LLC23,707
1.5% of portfolio›$2.3M
Royal Harbor Partners, LLC23,055
0.7% of portfolio›$2.3M
Horst & Graben Wealth Management LLC22,802
0.3% of portfolio›$2.3M
Sheets Smith Wealth Management22,432
0.2% of portfolio›$2.2M
First Financial Corp22,236
0.8% of portfolio›$2.2M
Goldenstone Wealth Management LLC22,137
1.4% of portfolio›$2.2M
Mccarter Private Wealth Services LLC22,095
0.7% of portfolio›$2.2M
Ferguson Wellman Capital Management, Inc21,990
0.0% of portfolio›$2.2M
WBH Advisory Inc21,577
0.1% of portfolio›$2.1M
CoreCap Advisors, LLC21,034
0.1% of portfolio›$2.1M
Advocate Investing Services LLC20,577
1.6% of portfolio›$2.0M
Ascentis Wealth Management, LLC20,204
0.3% of portfolio›$2.0M
Waycross Investment Management Co20,183
1.6% of portfolio›$2.0M
Marietta Wealth Management, LLC19,627
0.2% of portfolio›$1.9M
Quarry Hill Advisors, LLC19,280
0.7% of portfolio›$1.9M
AMG National Trust Bank19,011
0.0% of portfolio›$1.9M
TSA Wealth Managment LLC18,292
0.5% of portfolio›$1.8M
Orgel Wealth Management, LLC18,110
0.0% of portfolio›$1.8M
Box Hill Private Wealth LLC17,945
1.3% of portfolio›$1.8M
Diversified Enterprises, LLC17,897
0.1% of portfolio›$1.8M
Keystone Global Partners, LLC17,833
0.6% of portfolio›$1.8M
Indiana Trust & Investment Management Co16,750
0.5% of portfolio›$1.7M
Kestra Private Wealth Services, LLC16,428
0.0% of portfolio›$1.6M
ShoreHaven Wealth Partners, LLC15,766
0.5% of portfolio›$1.6M
Security Financial Services, Inc.15,572
0.2% of portfolio›$1.5M
ERn Financial, LLC15,550
0.3% of portfolio›$1.5M
Wealthcare Capital Partners, LLC15,324
0.6% of portfolio›$1.5M
Fearless Solutions, LLC dba Best Invest15,319
0.8% of portfolio›$1.5M
AWM Capital, LLC15,250
0.1% of portfolio›$1.5M
Dynamic Advisor Solutions LLC15,154
0.0% of portfolio›$1.5M
Ehrlich Financial Group15,133
0.8% of portfolio›$1.5M
Wedmont Private Capital14,713
0.0% of portfolio›$1.4M
SAX Wealth Advisors, LLC14,616
0.0% of portfolio›$1.4M
Williams & Novak Wealth Management, LLC14,520
0.9% of portfolio›$1.4M
Steph & Co14,509
0.4% of portfolio›$1.4M
Relyea Zuckerberg Hanson LLC14,170
0.1% of portfolio›$1.4M
Prairie Advisory, LLC14,150
0.2% of portfolio›$1.4M
Koshinski Asset Management, Inc.13,874
0.1% of portfolio›$1.4M
Ullmann Wealth Partners Group, LLC13,779
0.1% of portfolio›$1.4M
Advisory Solutions Group, LLC13,749
0.3% of portfolio›$1.4M
JBGlobal.com LLC13,700
1.2% of portfolio›$1.4M
Integrity Advisory Solutions, LLC13,466
0.1% of portfolio›$1.3M
Interchange Capital Partners, LLC13,308
0.2% of portfolio›$1.3M
CFS Investment Advisory Services, LLC13,207
0.1% of portfolio›$1.3M
Clear Creek Financial Management, LLC13,112
0.1% of portfolio›$1.3M
Global Strategic Investment Solutions, LLC12,895
0.1% of portfolio›$1.3M
Breakwater Capital Group12,748
0.1% of portfolio›$1.3M
Solstein Capital, LLC12,564
0.4% of portfolio›$1.2M
Nicholas Hoffman & Company, Llc.12,479
0.0% of portfolio›$1.2M
Summa Corp.12,432
0.3% of portfolio›$1.2M
Financial Life Advisors12,401
0.3% of portfolio›$1.2M
Commerce Advisors, LLC12,300
0.6% of portfolio›$1.2M
Essential Investment Partners LLC12,166
0.8% of portfolio›$1.2M
B. Riley Wealth Advisors, Inc.12,053
0.0% of portfolio›$1.2M
Burke & Herbert Bank & Trust Co11,995
0.3% of portfolio›$1.2M
Parkside Financial Bank & Trust11,969
0.1% of portfolio›$1.2M
Means Investment Co., Inc.11,883
0.1% of portfolio›$1.2M
Beacon Financial Group11,701
0.1% of portfolio›$1.2M
Willis Johnson Wealth, Inc.11,697
0.1% of portfolio›$1.2M
Trust Co of Oklahoma11,402
0.3% of portfolio›$1.1M
Paragon Capital Management Inc11,390
0.9% of portfolio›$1.1M
Modera Wealth Management, LLC11,121
0.0% of portfolio›$1.1M
W Advisors, LLC11,098
0.5% of portfolio›$1.1M
Innealta Capital, LLC11,091
0.6% of portfolio›$1.1M
Blue Zone Wealth Advisors, LLC11,066
0.2% of portfolio›$1.1M
Richard P Slaughter Associates Inc11,005
0.2% of portfolio›$1.1M
Sage Financial Group Inc10,887
0.1% of portfolio›$1.1M
Legacy Advisors, LLC10,764
0.1% of portfolio›$1.1M
Security National Bank10,763
0.1% of portfolio›$1.1M
Claro Advisors Inc.10,723
0.1% of portfolio›$1.1M
Vontobel Holding Ltd.10,655
0.0% of portfolio›$1.1M
Assetmark, Inc10,232
0.0% of portfolio›$1.0M
Global Assets Advisory, LLC10,164
0.2% of portfolio›$1.0M
Ascentis Independent Advisors9,994
0.1% of portfolio›$990.2K
LexAurum Advisors, LLC9,977
0.1% of portfolio›$988.5K
Olio Financial Planning9,973
0.2% of portfolio›$988.1K
NWF Advisory Services Inc.9,957
0.1% of portfolio›$986.5K
Prime Capital Investment Advisors, LLC9,900
0.0% of portfolio›$980.9K
21 West Wealth Management LLC9,597
0.8% of portfolio›$950.9K
Lido Advisors, LLC9,588
0.0% of portfolio›$950.0K
Wealthcare Capital Management LLC9,544
0.1% of portfolio›$945.6K
Vestor Capital, LLC9,455
0.5% of portfolio›$8.1K
NBT Bank, N.A.9,340
0.1% of portfolio›$925.4K
Wright Wealth LLC9,311
0.5% of portfolio›$922.5K
Cornerstone Wealth Management, LLC9,257
0.0% of portfolio›$917.2K
West Wealth Group, LLC9,056
0.1% of portfolio›$897.3K
Simon Quick Advisors, LLC8,973
0.0% of portfolio›$889.0K
Verdence Capital Advisors LLC8,882
0.0% of portfolio›$880.0K
Keudell ison Wealth Management8,853
0.2% of portfolio›$877.2K
Lpwm LLC8,744
0.2% of portfolio›$866.4K
Mather Group, Llc.8,719
0.0% of portfolio›$863.8K
Bulwark Capital Corp8,454
0.4% of portfolio›$837.6K
Uptown Financial Advisors LLC8,409
0.6% of portfolio›$833.2K
Belvedere Trading LLC8,333
0.0% of portfolio›$825.6K
Nvwm, LLC8,303
0.2% of portfolio›$822.7K
Csenge Advisory Group8,175
0.0% of portfolio›$810.0K
Princeton Global Asset Management LLC8,142
0.1% of portfolio›$806.7K
Richardson Financial Services Inc.8,141
0.5% of portfolio›$806.6K
Cosner Financial Group, LLC8,043
0.4% of portfolio›$796.9K
Neumann Capital Management, LLC8,033
0.2% of portfolio›$795.9K
Keeler Thomas Management LLC7,611
0.3% of portfolio›$754.1K
F&V Capital Management, LLC7,605
0.0% of portfolio›$754
Rede Wealth, LLC7,455
0.2% of portfolio›$738.6K
Plancorp, LLC7,371
0.0% of portfolio›$661.2K
Watershed Private Wealth LLC7,322
0.2% of portfolio›$725.5K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors7,275
0.0% of portfolio›$720.8K
Heartwood Wealth Advisors LLC7,228
0.1% of portfolio›$716.2K
Asempa Wealth Advisors7,175
0.5% of portfolio›$712.8K
Cypress Wealth Services, LLC7,008
0.1% of portfolio›$704.2K
Unique Wealth Strategies, LLC6,998
0.3% of portfolio›$715.9K
Kingswood Wealth Advisors, LLC6,939
0.0% of portfolio›$687.5K
Compass Financial Management LLC6,858
0.1% of portfolio›$679.5K
Telos Capital Management, Inc.6,638
0.1% of portfolio›$657.7K
Churchill Financial Advisors, LLC6,608
0.1% of portfolio›$654.7K
MLG Wealth Management DBA Pine Grove Financial Group6,557
0.1% of portfolio›$649.7K
Amplius Wealth Advisors, LLC6,537
0.0% of portfolio›$647.7K
W.H. Cornerstone Investments Inc.6,467
0.4% of portfolio›$640.7K
Private Trust Co NA6,458
0.1% of portfolio›$639.9K
PDS Planning, Inc6,448
0.0% of portfolio›$638.8K
Newman Dignan & Sheerar, Inc.6,332
0.1% of portfolio›$627.4K
Foster Group, Inc.6,149
0.0% of portfolio›$609.2K
Ashford Advisors, LLC6,142
0.1% of portfolio›$608.5K
Advus Financial Partners, LLC6,133
0.2% of portfolio›$607.7K
Apollon Wealth Management, LLC6,121
0.0% of portfolio›$606.5K
Simplicity Wealth,LLC6,098
0.0% of portfolio›$604.2K
Moran Wealth Management, LLC6,084
0.0% of portfolio›$602.8K
Lmcg Investments, LLC6,006
0.0% of portfolio›$595.1K
MassMutual Private Wealth & Trust, FSB6,006
0.0% of portfolio›$595.1K
Brookstone Capital Management6,003
0.0% of portfolio›$594.7K
LiftPoint Family Wealth Advisors LLC5,996
0.4% of portfolio›$594.1K
Marathon Strategic Advisors, LLC5,992
0.3% of portfolio›$593.7K
WealthPlan Investment Management, LLC5,961
0.0% of portfolio›$590.6K
Wedbush Securities Inc5,951
0.0% of portfolio›$590
Hudson Oak Wealth Advisory LLC5,934
0.5% of portfolio›$587.9K
TCI Wealth Advisors, Inc.5,869
0.0% of portfolio›$581.5K
Asset Dedication, LLC5,843
0.0% of portfolio›$578.9K
Mission Wealth Management, LP5,814
0.0% of portfolio›$576.1K
Redwood Financial Network Corp5,790
0.3% of portfolio›$573.6K
Revisor Wealth Management LLC5,572
0.1% of portfolio›$533.1K
Apeiron RIA LLC5,539
0.1% of portfolio›$550.2K
One Advisory Partners, LLC5,536
0.1% of portfolio›$548.5K
Miller Global Investments, LLC5,511
0.4% of portfolio›$546.0K
Americana Partners, LLC5,509
0.0% of portfolio›$545.8K
Maia Wealth LLC5,488
0.1% of portfolio›$543.8K
Elser Financial Planning, Inc5,456
0.0% of portfolio›$540.6K
First Premier Bank5,420
0.0% of portfolio›$537
Veltria Advisors Corp.5,389
0.7% of portfolio›$533.9K
Bison Wealth, LLC5,385
0.0% of portfolio›$528.0K
Aspetuck Financial Management LLC5,334
0.3% of portfolio›$528.5K
Signaturefd, LLC5,288
0.0% of portfolio›$523.9K
SJS Investment Consulting Inc.5,063
0.1% of portfolio›$501.6K
Rossby Financial, LCC5,026
0.1% of portfolio›$498.0K
Capital Wealth Alliance, LLC5,001
0.2% of portfolio›$495.5K
Novem Group4,980
0.0% of portfolio›$493.4K
Keeler & Nadler Financial Planning & Wealth Management4,913
0.1% of portfolio›$486.8K
First National Bank of Mount Dora, Trust Investment Services4,876
0.1% of portfolio›$483.1K
Altfest L J & Co Inc4,840
0.0% of portfolio›$479.5K
GreatBanc Trust Co4,835
0.3% of portfolio›$479.1K
HMV Wealth Advisors, LLC4,785
0.2% of portfolio›$474.1K
Pines Wealth Management, LLC4,775
0.1% of portfolio›$473.1K
Silverlake Wealth Management LLC4,755
0.1% of portfolio›$471.1K
Avior Wealth Management, LLC4,731
0.0% of portfolio›$468.8K
Capital Advisors Wealth Management, LLC4,717
0.1% of portfolio›$467.4K
Sigma Planning Corp4,687
0.0% of portfolio›$442.1K
Prudent Man Investment Management, Inc.4,604
0.1% of portfolio›$456.2K
Cypress Point Wealth Management, LLC4,487
0.0% of portfolio›$444.5K
Firethorn Wealth Partners, LLC4,427
0.1% of portfolio›$438.6K
Morling Financial Advisors, LLC4,394
0.1% of portfolio›$435.4K
Signature Estate & Investment Advisors LLC4,369
0.0% of portfolio›$432.9K
RDA Financial Network4,363
0.1% of portfolio›$432.3K
LFA - Lugano Financial Advisors SA4,326
0.3% of portfolio›$428.6K
Porter White Investment Advisors, Inc.4,324
0.3% of portfolio›$428.5K
Porter White Investment Advisors, Inc.4,324
0.3% of portfolio›$428.5K
PUREfi Wealth, LLC4,200
0.2% of portfolio›$416.1K
Ballast Rock Private Wealth LLC4,187
0.2% of portfolio›$414.8K
Evolution Wealth Management Inc.4,179
0.2% of portfolio›$414.1K
Alpha Omega Wealth Management LLC4,174
0.1% of portfolio›$413.6K
Rose Capital Advisors LLC4,171
0.1% of portfolio›$413.3K
Retirement Wealth Solutions LLC4,137
0.2% of portfolio›$409.9K
Midwest Capital Advisors, LLC4,099
0.1% of portfolio›$406.2K
Caliber Wealth Management, LLC / KS4,083
0.0% of portfolio›$404.6K
Armstrong Advisory Group, Inc4,027
0.0% of portfolio›$399.0K
Hudock, Inc.4,021
0.1% of portfolio›$398.5K
Wolverine Asset Management LLC4,000
0.0% of portfolio›$396.3K
Pacific Park Financial, Inc.3,973
0.2% of portfolio›$393.6K
Evergreen Capital Management LLC3,926
0.0% of portfolio›$389.0K
Tsfg, LLC3,904
0.0% of portfolio›$387
Triad Wealth Partners, LLC3,842
0.0% of portfolio›$380.7K
Capital Investment Advisors, LLC3,830
0.0% of portfolio›$379.4K
Curated Wealth Partners LLC3,772
0.0% of portfolio›$373.7K
Northwest Wealth Management, LLC3,712
0.0% of portfolio›$367.8K
Fifth Third Securities, Inc.3,554
0.0% of portfolio›$352.1K
JFS Wealth Advisors, LLC3,512
0.0% of portfolio›$348.0K
Root Financial Partners, LLC3,510
0.0% of portfolio›$347.8K
Cyndeo Wealth Partners, LLC3,496
0.0% of portfolio›$346.4K
Howard Financial Services, Ltd.3,496
0.0% of portfolio›$346.4K
Accel Wealth Management3,492
0.1% of portfolio›$346.0K
Spire Wealth Management3,455
0.0% of portfolio›$342.4K
United Advisor Group, LLC3,426
0.0% of portfolio›$339.4K
Angeles Wealth Management, LLC3,382
0.0% of portfolio›$335.1K
Lanark Financial, Inc.3,335
0.0% of portfolio›$330.4K
MCF Advisors LLC3,318
0.0% of portfolio›$328.7K
Mills Wealth Advisors LLC3,316
0.1% of portfolio›$328.5K
Investment Research Partners LLC3,282
0.1% of portfolio›$325.2K
BridgePort Financial Solutions, LLC3,223
0.1% of portfolio›$319.3K
JIM Saulnier & Associates, LLC3,211
0.1% of portfolio›$318.2K
Brian LOW Financial Group, LLC3,202
0.2% of portfolio›$317.3K
RMR Wealth Builders3,165
0.0% of portfolio›$313.6K
Unify Financial Advisors3,141
0.3% of portfolio›$311.2K
LWM Advisors Inc3,141
0.2% of portfolio›$311.2K
Provenance Wealth Advisors, LLC3,115
0.0% of portfolio›$308.6K
apricus wealth, LLC3,080
0.1% of portfolio›$305.2K
Vertrix Wealth Management, LLC3,047
0.1% of portfolio›$301.9K
Partners Wealth Management, LLC3,044
0.0% of portfolio›$301.6K
Tenon Financial LLC3,007
0.1% of portfolio›$298.0K
Stapp Wealth Management, Pllc2,949
0.4% of portfolio›$292.2K
TPG Advisors LLC2,944
0.2% of portfolio›$291.7K
D'Orazio & Associates, Inc.2,917
0.0% of portfolio›$289.0K
Parsons Capital Management Inc2,915
0.0% of portfolio›$288.8K
Weitzel Financial Services, Inc.2,903
0.1% of portfolio›$429.9K
Cove Private Wealth, LLC2,851
0.0% of portfolio›$282.5K
Verus Capital Partners, LLC2,840
0.0% of portfolio›$281.3K
Goldstein Advisors, LLC2,817
0.0% of portfolio›$279.1K
Factor Wealth Management LTD2,805
0.0% of portfolio›$277.9K
Elwood & Goetz Wealth Advisory Group, LLC2,766
0.0% of portfolio›$274.1K
Invested Advisors2,749
0.2% of portfolio›$272.4K
Manchester Capital Management LLC2,635
0.0% of portfolio›$261.1K
Soltis Investment Advisors LLC2,591
0.0% of portfolio›$256.7K
Galvin, Gaustad & Stein, LLC2,578
0.0% of portfolio›$255.4K
Cutler Investment Counsel LLC2,570
0.0% of portfolio›$254.6K
First National Trust Co2,566
0.0% of portfolio›$254.2K
Dala Group, LLC2,565
0.2% of portfolio›$254.1K
Redhawk Wealth Advisors, Inc.2,538
0.0% of portfolio›$251.5K
Bayshore Asset Management, LLC2,500
0.1% of portfolio›$245.1K
Mesirow Financial Investment Management, Inc.2,500
0.0% of portfolio›$247.7K
Virginia Retirement Systems ET Al2,500
0.0% of portfolio›$247.7K
Moneco Advisors, LLC2,497
0.0% of portfolio›$247.4K
Berman McAleer LLC2,493
0.0% of portfolio›$247.0K
Elevated Financial Group LLC2,460
0.1% of portfolio›$243.7K
Sigma Investment Counselors Inc2,446
0.0% of portfolio›$242.4K
Mascagni Wealth Management, Inc.2,437
0.1% of portfolio›$241.5K
Fiduciary Financial Group, LLC2,432
0.0% of portfolio›$241.0K
BLB&B Advisors, LLC2,429
0.0% of portfolio›$240.7K
Lake Street Private Wealth, LLC2,419
0.0% of portfolio›$240.3K
Zenith Solutions, Inc.2,416
0.2% of portfolio›$239.4K
Narus Financial Partners, LLC2,411
0.1% of portfolio›$238.9K
Missouri Trust & Investment Co2,400
0.1% of portfolio›$237.8K
Greenspring Advisors, LLC2,369
0.0% of portfolio›$234.7K
Sharkey, Howes & Javer2,365
0.0% of portfolio›$234.3K
Baldwin Wealth Partners LLC2,350
0.0% of portfolio›$232.8K
DBK Financial Counsel, LLC2,348
0.2% of portfolio›$232.6K
Hurley Capital, LLC2,343
0.1% of portfolio›$232.2K
Mainstream Capital Management LLC2,338
0.1% of portfolio›$231.6K
RS Crum Inc.2,334
0.0% of portfolio›$231.2K
Accelerate Investment Advisors LLC2,310
0.1% of portfolio›$228.9K
Clarity Asset Management, Inc.2,303
0.1% of portfolio›$228.2K
Bank Julius Baer & Co. Ltd, Zurich2,300
0.0% of portfolio›$227.9K
Matrix Asset Advisors Inc2,292
0.0% of portfolio›$227.1K
Davenport & Co LLC2,287
0.0% of portfolio›$226.6K
J2 Capital Management Inc2,285
0.1% of portfolio›$226.4K
Greenleaf Trust2,284
0.0% of portfolio›$226.3K
Orca Wealth Management, LLC2,267
0.1% of portfolio›$224.6K
Hoge Financial Services, LLC2,258
0.1% of portfolio›$223.8K
Signal Advisors Wealth, LLC2,247
0.0% of portfolio›$222.7K
BigSur Wealth Management LLC2,240
0.1% of portfolio›$221.9K
GSG Advisors LLC2,217
0.0% of portfolio›$219.7K
Two West Capital Advisors LLC2,211
0.1% of portfolio›$221.9K
TD Waterhouse Canada Inc.2,182
0.0% of portfolio›$216.8K
Emprise Bank2,092
0.1% of portfolio›$207.3K
Bank of New Hampshire2,055
0.0% of portfolio›$203.6K
Cambridge Financial Group, LLC2,049
0.1% of portfolio›$209.6K
Latitude Advisors, LLC1,996
0.1% of portfolio›$197.8K
Sava Infond d.o.o.1,900
0.0% of portfolio›$188.3K
Central Pacific Bank - Trust Division1,731
0.0% of portfolio›$171.5K
Elyxium Wealth, LLC1,700
0.0% of portfolio›$168.4K
Avion Wealth1,676
0.2% of portfolio›$166.0K
Acropolis Investment Management, LLC1,654
0.0% of portfolio›$163.8K
Y.D. More Investments Ltd1,652
0.0% of portfolio›$163.7K
Elevated Capital Advisors, LLC1,629
0.1% of portfolio›$161.4K
Cassaday & Co Wealth Management LLC1,545
0.0% of portfolio›$153.1K
TD Private Client Wealth LLC1,516
0.0% of portfolio›$150.2K
Stone House Investment Management, LLC1,402
0.0% of portfolio›$138.9K
Kings Path Partners LLC1,351
0.0% of portfolio›$133.9K
SYM Financial Corp1,264
0.0% of portfolio›$125.2K
Bochk Asset Management Ltd1,177
0.0% of portfolio›$116.6K
James T. Borello RIA1,135
0.0% of portfolio›$112.5K
Harbor Investment Advisory, LLC1,098
0.0% of portfolio›$108.8K
Richards, Merrill & Peterson, Inc.1,073
0.0% of portfolio›$106.3K
Larson Financial Group LLC1,056
0.0% of portfolio›$104.6K
Golden State Wealth Management, LLC1,029
0.0% of portfolio›$102.0K
Wolff Wiese Magana LLC975
0.0% of portfolio›$96.6K
Harbor Asset Planning, Inc.901
0.1% of portfolio›$89.3K
Heritage Family Offices, LLP815
0.0% of portfolio›$80.8K
Arlington Trust Co LLC744
0.0% of portfolio›$73.7K
Beacon Investment Advisory Services, Inc.738
0.0% of portfolio›$73.1K
Halbert Hargrove Global Advisors, LLC736
0.0% of portfolio›$72.9K
Albion Financial Group735
0.0% of portfolio›$72.8K
Financial Perspectives, Inc734
0.0% of portfolio›$72.7K
Rosenberg Matthew Hamilton686
0.0% of portfolio›$68.0K
Simplex Trading, LLC653
0.0% of portfolio›$64.7K
Creative Financial Designs Inc632
0.0% of portfolio›$62.6K
Financial Consulate, Inc583
0.0% of portfolio›$57.8K
Abound Wealth Management576
0.0% of portfolio›$57.1K
Cherry Tree Wealth Management, LLC524
0.0% of portfolio›$51.9K
Trust Co of Vermont516
0.0% of portfolio›$51.1K
SBK Financial, Inc.507
0.0% of portfolio›$50.2K
KFG LLC494
0.0% of portfolio›$48.9K
Phillips Financial Management, LLC473
0.0% of portfolio›$46.9K
Realta Investment Advisors471
0.0% of portfolio›$46.6K
Grove Bank & Trust430
0.0% of portfolio›$42.6K
Trust Co370
0.0% of portfolio›$36.7K
Bokf, NA346
0.0% of portfolio›$34.3K
Clark Wealth Partners342
0.0% of portfolio›$33.9K
Bell Investment Advisors, Inc322
0.0% of portfolio›$31.9K
First Bancorp, Inc313
0.0% of portfolio›$31.0K
Cape Investment Advisory, Inc.291
0.0% of portfolio›$28.8K
GoalVest Advisory LLC246
0.0% of portfolio›$24.4K
Accordant Advisory Group Inc216
0.0% of portfolio›$21.4K
McCarley & Cook Financial Planners214
0.0% of portfolio›$21.2K
Team Financial Group, LLC211
0.0% of portfolio›$21.0K
GK Wealth Management LLC196
0.0% of portfolio›$19.4K
Signature Equity Partners, LLC179
0.0% of portfolio›$17.7K
Private Wealth Management Group, LLC176
0.0% of portfolio›$17.4K
Sofi Wealth, LLC176
0.0% of portfolio›$17.4K
Archer Investment Corp155
0.0% of portfolio›$15.4K
Triumph Capital Management147
0.0% of portfolio›$14.6K
Reyes Financial Architecture, Inc.137
0.0% of portfolio›$13.6K
Bangor Savings Bank132
0.0% of portfolio›$13.1K
Gamma Investing LLC128
0.0% of portfolio›$12.7K
Covestor Ltd125
0.0% of portfolio›$12
Silver Grove Financial Group, Inc.121
0.0% of portfolio›$12.0K
NorthAvenue LLC115
0.0% of portfolio›$11.4K
Tompkins Financial Corp112
0.0% of portfolio›$11.1K
1620 Investment Advisors, Inc.100
0.0% of portfolio›$9.9K
Sfam, LLC93
0.0% of portfolio›$9.2K
CKW Financial Group87
0.0% of portfolio›$9
Putney Financial Group LLC85
0.0% of portfolio›$8.4K
North Point Portfolio Managers Corp74
0.0% of portfolio›$7.3K
Southern Michigan Bank & Trust71
0.0% of portfolio›$7.0K
DecisionPoint Financial, LLC69
0.0% of portfolio›$6.9K
Wilmington Savings Fund Society, FSB68
0.0% of portfolio›$6.7K
Gilpin Wealth Management, LLC68
0.0% of portfolio›$6.7K
Ashton Thomas Securities, LLC64
0.0% of portfolio›$6.3K
Mosley Wealth Management59
0.0% of portfolio›$5.6K
Trust Co of Toledo NA58
0.0% of portfolio›$5.7K
Rudd Co d/b/a Styre Wealth56
0.0% of portfolio›$5.2K
Kingdom Financial Group Llc.51
0.0% of portfolio›$5.0K
Gen-Wealth Partners Inc48
0.0% of portfolio›$4.8K
Physician Wealth Advisors, Inc.45
0.0% of portfolio›$4.5K
Raleigh Capital Management Inc.40
0.0% of portfolio›$3.9K
Gladwyn Financial Advisors, Inc.38
0.0% of portfolio›$3.8K
Dhjj Financial Advisors, Ltd.37
0.0% of portfolio›$3.7K
West Paces Advisors Inc.27
0.0% of portfolio›$2.6K
Birchwood Financial Partners, Inc.24
0.0% of portfolio›$2.4K
Independence Bank of Kentucky17
0.0% of portfolio›$1.7K
Ashurst Perkins Coie Trust Co14
0.0% of portfolio›$1.4K
Financially Speaking Inc13
0.0% of portfolio›$1.3K
Hilton Head Capital Partners, LLC12
0.0% of portfolio›$1.2K
Plante Moran Financial Advisors, LLC10
0.0% of portfolio›$996
GHP Investment Advisors, Inc.4
0.0% of portfolio›$397
First Pacific Financial3
0.0% of portfolio›$298
StyleTurnoverLocationFiled
Bank of New York Mellon Corp
5,124,469$507.7M0.1%CoreLowNew York, NY2026-11-05
Cullen T Bankers, Inc.
3,079,739$305.1M3.0%GrowthLowSan Antonio, TX2026-10-28
Facet Wealth, Inc.
1,605,580$159.1M2.0%IndexVery LowWest Palm Beach, FL2026-11-04
Eastern Bank
1,152,859$114.2M1.7%GrowthMediumBoston, MA2026-10-05
Avidian Wealth Enterprises, LLC
1,024,673$101.5M2.8%ETFLowHouston, TX2026-10-08
Creative Planning
788,101$78.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Ayalon Insurance Comp Ltd.
700,439$69.4K0.1%ETFLowRamat Gan, Luxembourg2026-10-08
Thrivent Financial for Lutherans
699,292$69.3M0.2%GARPMediumMinneapolis, MN2026-11-05
Crestwood Advisors Group, LLC
690,432$68.4M1.0%GrowthLowBoston, MA2026-10-27
Hughes Financial Services, LLC
666,747$61.9M7.9%ETFLowHerndon, VA2026-10-30
Farther Finance Advisors, LLC
628,287$62.3M0.4%IndexLowSan Francisco, CA2026-10-08
Anderson Hoagland & Co
612,629$55.8M4.3%ETFLowSt Louis, MO2026-10-23
Commonwealth Equity Services, LLC
592,686$58.7M0.1%ETFLowWaltham, MA2026-11-02
New York Life Investment Management LLC
515,684$51.1M0.4%GrowthLowNew York, NY2026-11-04
Oppenheimer Asset Management Inc.
510,215$50.6M0.5%CoreMediumNew York, NY2026-10-27
True Private Wealth Advisors
497,553$49.3M4.2%ETFMediumSalem, OR2026-10-19
Oakworth Capital, Inc.
476,795$47.2M2.2%ETFLowBirmingham, AL2026-10-26
Sentinel Trust Co LBA
456,200$45.2M5.9%ETFVery LowHouston, TX2026-11-03
Mirae Asset Global Investments Co., Ltd.
450,072$44.6M0.1%GrowthLowSeoul, Malaysia2026-11-03
Aprio Wealth Management, LLC
434,380$43.0M2.0%ETFMediumAtlanta, GA2026-10-28
Heck Capital Advisors, LLC
429,104$42.5M2.3%ETFMediumRhinelander, WI2026-10-14
Elevation Point Wealth Partners, LLC
386,062$38.3M0.6%CoreHighDenver, CO2026-11-05
Alps Advisors Inc
347,490$34.4M0.2%YieldLowDenver, CO2026-11-03
Truist Financial Corp
306,506$30.4M0.0%CoreLowCharlotte, NC2026-10-30
Stockman Wealth Management, Inc.
292,733$29.0M3.0%CoreLowBillings, MT2026-10-27
Mutual of America Capital Management LLC
286,250$28.4M0.3%IndexLowNew York, NY2026-10-23
SMI Advisory Services, LLC
285,356$28.3M4.5%ETFMediumColumbus, IN2026-10-13
OpenArc Corporate Advisory, LLC
273,382$27.1M0.3%GrowthLowAtlanta, GA2026-10-21
Trail Ridge Investment Advisors, LLC
268,306$26.6M11.2%CoreLowFort Collins, CO2026-10-16
Cardinal Strategic Wealth Guidance
267,649$26.5M6.0%ETFMediumLouisville, KY2026-11-02
Beam Wealth Advisors, Inc.
262,054$26.0M5.6%ETFMediumCovington, LA2026-11-03
Ashton Thomas Private Wealth, LLC
255,848$25.3M0.5%CoreMediumScottsdale, AZ2026-11-03
Columbia Bank
251,691$24.9M5.3%GrowthLowLake Oswego, OR2026-10-29
Atlantic Edge Private Wealth Management, LLC
251,341$24.9M5.1%CoreLowJacksonville, FL2026-10-20
Wealthcare Advisory Partners LLC
245,412$24.3M0.4%ETFLowWest Chester, PA2026-10-21
Cora Capital Advisors LLC
240,038$23.8M6.3%ETFLowMarlton, NJ2026-11-02
Park Avenue Securities LLC
236,589$23.4K0.0%ETFMediumNew York, NY2026-10-26
Chicago Partners Investment Group LLC
231,268$21.2M0.4%GARPLowChicago, IL2026-10-27
Chatham Capital Group, Inc.
226,706$22.5M2.9%CoreLowSavannah, GA2026-10-16
Courier Capital LLC
226,174$22.4M1.1%ETFLowBuffalo, NY2026-10-19
Eagle Bluffs Wealth Management LLC
209,717$20.8M7.1%GARPVery LowColumbia, MO2026-10-20
Citigroup Inc
207,620$20.6M0.0%CoreMediumNew York, NY2026-11-04
Professional Advisory Services Inc
205,255$20.3K0.0%GARPMediumVero Beach, FL2026-10-08
Pecaut & Co.
202,975$20.1M5.8%ETFLowSioux City, IA2026-10-27
Greenwood Capital Associates LLC
193,947$19.2M1.9%CoreMediumGreenwood, SC2026-10-27
Arkansas Financial Group, Inc.
183,382$18.2M2.4%ETFVery LowLittle Rock, AR2026-10-26
Barings LLC
180,317$17.9M0.3%ETFLowCharlotte, NC2026-10-22
Cambridge Investment Research Advisors, Inc.
179,722$17.8K0.0%ETFLowFairfield, IA2026-11-02
Randall & Associates Wealth Management
177,962$17.6M10.7%ETFMediumButler, PA2026-10-20
Focus Financial Network, Inc.
174,128$17.3M0.5%ETFLowMinneapolis, MN2026-10-14
MinichMacGregor Wealth Management, LLC
173,028$17.1M2.8%ETFHighSaratoga Springs, NY2026-10-14
Financial Partners Group, Inc
160,465$15.9M1.6%ETFLowOverland Park, KS2026-10-19
Concurrent Investment Advisors, LLC
156,978$15.6M0.1%GrowthMediumTampa, FL2026-10-16
LVM Capital Management LTD
155,176$15.4M1.3%GrowthLowPortage, MI2026-10-20
Oarsman Capital, Inc.
150,558$14.9M1.5%ETFLowMilwaukee, WI2026-11-05
Townsend & Associates, Inc
142,749$13.2M1.1%Deep ValueLowWestminster, CO2026-10-23
Focused Wealth Management, Inc
140,047$13.9M1.2%ETFLowNewburgh, NY2026-10-30
Central Bank & Trust Co
137,487$13.6M1.9%GrowthLowLexington, KY2026-10-09
Bare Financial Services, Inc
133,152$13.2M3.0%ETFVery LowGap, PA2026-11-04
McKinley Carter Wealth Services, Inc.
127,465$12.6M0.6%ETFMediumWheeling, WV2026-10-16
Fifth Third Wealth Advisors LLC
125,974$12.5M0.3%IndexVery LowCincinnati, OH2026-10-22
Wallington Asset Management, LLC
121,747$12.1M1.4%CoreVery LowIndianapolis, IN2026-11-04
Kozak & Associates, Inc.
120,231$11.4M2.1%ETFLowHighlands Ranch, CO2026-10-29
Ironsides Asset Advisors, LLC
116,297$11.5M2.8%ETFVery LowRocky Mount, NC2026-10-20
McAdam, LLC
111,636$11.1M0.4%ETFLowPhiladelphia, PA2026-10-21
New Wave Wealth Advisors LLC
107,786$10.5M2.8%CoreMediumSpringdale, AR2026-10-19
Regions Financial Corp
103,361$10.2M0.1%CoreLowBirmingham, AL2026-11-05
State of Wyoming
101,651$10.1M0.8%ValueHighCheyenne, WY2026-10-28
Inlight Wealth Management, LLC
101,565$10.1M2.9%ETFVery LowAtlanta, GA2026-10-21
High Note Wealth, LLC
101,443$10.1M1.6%ETFVery LowDeephaven, MN2026-10-27
Choreo, LLC
97,016$9.6M0.1%IndexLowRockford, IL2026-10-28
Valley National Advisers Inc
96,064$9.5M1.0%ETFLowBethlehem, PA2026-10-23
Matthew Goff Investment Advisor, LLC
95,560$9.5M1.4%CoreMediumHouston, TX2026-10-13
Forthright Family Wealth Advisory LLC
95,206$9.4M5.4%ETFHighHouston, TX2026-11-03
Noble Family Wealth, LLC
94,735$9.4M1.7%ETFVery LowClearwater, FL2026-10-26
Fiduciary Alliance LLC
94,145$9.3M0.7%CoreMediumGreenville, SC2026-10-13
Foundry Financial Group, Inc.
92,821$9.2M3.8%ETFLowLaconia, NH2026-10-28
Camden National Bank
89,253$8.8M1.2%CoreVery LowCamden, ME2026-11-02
Sterling Investment Counsel, LLC
87,172$8.6M2.0%GrowthLowBuffalo, NY2026-10-19
Valeo Financial Advisors, LLC
86,168$8.5M0.2%ETFLowCarmel, IN2026-10-08
Redw Wealth LLC
85,432$8.5M3.1%ETFLowAlbuquerque, NM2026-11-02
Blue Trust, Inc.
85,195$8.4M0.1%ETFLowBrentwood, TN2026-10-15
City of London Investment Management Co LTD
84,830$8.4M0.6%YieldMediumLondon, United Kingdom2026-10-30
Perigon Wealth Management, LLC
84,576$8.4M0.1%GrowthLowSan Francisco, CA2026-10-22
Crescent Grove Advisors, LLC
84,325$8.4M0.7%ETFLowLake Forest, IL2026-10-21
Sound Stewardship, LLC
83,425$8.3M3.4%ETFVery LowOverland Park, KS2026-10-14
Norway Savings Bank
82,774$8.2M3.4%GrowthLowNorway, ME2026-10-20
Refined Wealth Management
82,469$8.2M4.6%ETFMediumSalt Lake City, UT2026-10-13
Intelligence Driven Advisers, LLC
82,221$8.1M1.4%ETFLowCarlsbad, CA2026-10-09
Brighton Jones LLC
81,945$8.1M0.1%CoreVery LowSeattle, WA2026-11-03
Grey Ledge Advisors, LLC
78,677$7.8M1.6%CoreLowGuilford, CT2026-11-02
5th Street Advisors, LLC
77,749$7.7M3.1%ETFLowSouthport, CT2026-11-04
Meitav Investment House LTD
77,008$7.6M0.0%ETFMediumBene-Beraq, Luxembourg2026-10-28
Kestra Advisory Services, LLC
76,617$7.6M0.0%CoreLowAustin, TX2026-11-02
Caldwell Trust Co
76,435$7.6M0.6%GrowthLowVenice, FL2026-10-30
Montecito Bank & Trust
74,980$7.4M1.1%GrowthVery LowSanta Barbara, CA2026-10-01
Eley Financial Management, Inc
74,240$7.4M2.4%ETFVery LowSouth Burlington, VT2026-11-03
Envision Financial LLC
73,377$7.3M3.2%ETFLowBrookfield, WI2026-10-15
Keybank National Association
72,704$7.2M0.0%CoreLowBrooklyn, OH2026-11-04
Kraft, Davis & Associates, LLC
72,588$6.8M1.4%ETFMediumSt. Louis, MO2026-10-21
AGF Management LTD
71,966$7.1M0.0%GrowthHighToronto, Australia2026-11-03
Absolute Capital Management, LLC
71,721$7.1M1.6%ETFMediumPittsburgh, PA2026-10-16
Seven Bridges Advisors LLC
71,615$7.1M3.2%ETFN/ANew York, NY2026-10-07
RFG Advisory, LLC
71,602$7.1M0.1%ETFMediumBirmingham, AL2026-11-03
Retirement Planning Group, LLC
69,032$6.8M0.2%ETFVery LowLeawood, KS2026-10-19
Client First Capital LLC
68,386$6.8M2.7%ETFMediumSan Diego, CA2026-10-22
SFG Wealth Management, Llc.
66,593$6.6M2.3%ETFMediumTowson, MD2026-10-23
Dynamic Wealth Strategies, LLC
65,053$6.4M3.4%ETFLowGranite Bay, CA2026-10-16
ARQ Wealth Advisors, LLC
64,674$6.4M0.8%ETFLowScottsdale, AZ2026-10-29
MBL Wealth, LLC
64,632$6.4M0.4%ETFLowCharlotte, NC2026-10-22
Leo Wealth, LLC
64,408$6.4M1.4%CoreLowHurst, TX2026-10-26
Financiere des Professionnels - Fonds d'investissement inc.
62,000$6.1M0.4%GrowthHighMontreal, Austria2026-11-03
Diversify Advisory Services, LLC
58,364$5.5M0.1%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
58,364$5.5M0.1%GrowthMediumSandy, UT2026-10-20
HB Wealth Management, LLC
57,678$5.7M0.0%IndexVery LowAtlanta, GA2026-10-23
IFP Advisors, Inc
57,193$5.7M0.1%GrowthLowTampa, FL2026-10-16
Robertson Stephens Wealth Management, LLC
57,008$5.6M0.1%ETFMediumSan Francisco, CA2026-10-16
Arbor Investment Advisors, LLC
56,896$5.6M0.6%ETFVery LowWinston Salem, NC2026-10-26
MJT & Associates Financial Advisory Group, Inc.
55,358$5.5M3.5%ETFLowMontevideo, MN2026-10-07
Wealth Enhancement Advisory Services, LLC
54,942$5.4M0.0%CoreLowPlymouth, MN2026-10-13
Bestgate Wealth Advisors, LLC
54,621$5.4M3.4%ETFLowFrederick, MD2026-10-13
Antonelli Financial Advisors, LLC
53,747$5.3M3.9%ETFLowGrosse Pointe, MI2026-10-13
Independent Financial Group, LLC
53,468$5.3M0.1%GrowthLowSan Diego, CA2026-10-13
Atria Investments, Inc
53,337$5.3M0.1%CoreMediumCharlotte, NC2026-10-15
Midwest Professional Planners, Ltd.
53,063$5.3M1.0%GrowthMediumWausau, WI2026-10-29
First Citizens Bank & Trust Co
52,125$5.2M0.1%CoreMediumRaleigh, NC2026-10-14
Gold Investment Management Ltd.
51,764$5.1M1.4%GARPVery LowEdmonton, Abu Dhabi2026-10-19
Analyst IMS Investment Management Services Ltd.
51,030$5.1M0.2%ETFLowTel-Aviv, Luxembourg2026-11-05
Bigelow Investment Advisors, LLC
50,578$5.0M1.8%ETFLowPortland, ME2026-10-13
Sepio Capital, LP
50,299$5.0M0.2%ETFLowSalt Lake City, UT2026-10-22
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
50,239$5.0M0.1%GrowthVery LowSeattle, WA2026-10-27
Brooklyn FI, LLC
49,810$4.5M0.7%ETFVery LowNew York, NY2026-11-05
NTV Asset Management LLC
49,342$4.9M0.5%GrowthLowCharleston, WV2026-10-23
Hyposwiss Advisors SA
49,160$4.9M4.7%ETFLowGeneva, Switzerland2026-10-26
Live Oak Investment Partners
49,098$4.9M2.6%ETFMediumAustin, TX2026-10-23
Strategic Blueprint, LLC
46,822$4.6M0.2%ETFLowAtlanta, GA2026-10-22
Anson Capital, Inc.
46,806$4.6M3.0%ETFLowTyrone, GA2026-10-23
LVW Advisors, LLC
46,614$4.6M0.4%CoreMediumPittsford, NY2026-10-19
Capital Advantage, Inc.
45,749$4.5M0.5%ETFMediumWalnut Creek, CA2026-10-14
EverSource Wealth Advisors, LLC
45,302$4.5M0.1%CoreMediumBirmingham, AL2026-11-04
Silverleafe Capital Partners, LLC
45,173$4.5M1.3%CoreMediumGermantown, TN2026-10-02
Madrid Wealth Management, LLC
44,552$4.4M2.8%ETFLowAlbuquerque, NM2026-10-23
Cypress Capital, LLC
44,523$4.4M1.2%ETFMediumFranklin, TN2026-10-20
Vise Technologies, Inc.
42,704$4.2M0.0%IndexLowNew York, NY2026-10-29
Shelton Wealth Management, LLC
42,281$4.2M1.6%GrowthMediumFort Worth, TX2026-10-16
Farrell Financial LLC
41,781$4.1M2.2%ETFVery LowOrchard Park, NY2026-10-16
Maryland Capital Advisors Inc.
41,624$4.1M1.3%ETFVery LowChester, MD2026-10-15
Denver PWM, LLC
41,612$4.1M1.4%ETFLowDenver, CO2026-10-22
Gradient Capital Advisors, LLC
41,570$4.1M1.0%ETFLowSan Diego, CA2026-10-21
Nottingham Advisors, Inc.
41,501$4.1M0.5%ETFLowAmherst, NY2026-10-29
Hegarty Advisors, LLC
41,348$4.1M2.5%ETFVery LowGarden City, NY2026-10-20
Smithbridge Asset Management Inc
41,259$4.1M0.6%GrowthLowChadds Ford, PA2026-10-19
AlphaCore Capital LLC
41,044$4.1M0.1%ETFLowLa Jolla, CA2026-11-04
Trek Financial, LLC
40,858$4.0M0.2%ETFHighScottsdale, AZ2026-10-29
Pekin Hardy Strauss, Inc.
40,472$4.0M0.4%ValueMediumChicago, IL2026-11-02
Meridian Wealth Management, LLC
39,830$3.9M0.1%GrowthLowLexington, KY2026-11-05
Versant Capital Management, Inc
39,681$3.9M0.3%GARPLowPhoenix, AZ2026-10-02
Clear Harbor Asset Management, LLC
39,536$3.9M0.2%CoreLowStamford, CT2026-11-05
Systelligence, LLC
39,393$4.3M0.7%ETFHighBloomington, MN2026-11-05
Catalyst Investment Management LLC
38,975$3.9M3.4%ETFMediumWindham, NH2026-10-21
Integrity Alliance, Llc.
38,365$3.8M0.1%ETFMediumUrbandale, IA2026-10-29
Smith Thornton Advisors LLC
38,238$3.8M1.7%ETFVery LowHuntsville, AL2026-10-16
Form Wealth Advisors, LLC
37,732$3.7M0.4%ETFMediumLake Geneva, WI2026-10-13
Prospera Financial Services Inc
36,947$3.3M0.0%CoreMediumDallas, TX2026-11-04
Oppenheimer & Co Inc
36,517$3.6M0.0%CoreLowNew York, NY2026-10-26
MGO One Seven LLC
36,471$3.6M0.1%GrowthLowBeachwood, OH2026-10-28
Mogy Joel R Investment Counsel Inc
36,188$3.6M0.2%GrowthVery LowBeverly Hills, CA2026-10-13
Ridgeline Wealth Planning, LLC
36,163$3.6M2.1%ETFLowCenterville, OH2026-10-29
Montag A & Associates Inc
34,480$3.4M0.1%CoreLowAtlanta, GA2026-10-29
Planning Strategies Inc.
34,261$3.4M2.0%ETFN/ALancaster, PA2026-10-02
Affinity Capital Advisors, LLC
34,192$3.4M0.4%ETFLowBerkeley, CA2026-10-13
Balance Wealth Partners LLC
33,757$3.3M0.8%ETFMediumWorthington, OH2026-10-27
XY Planning Network, Inc.
33,379$3.3M0.4%ETFLowBozeman, MT2026-10-14
Quadcap Wealth Management, LLC
33,008$3.3M0.3%ETFLowFrisco, TX2026-11-02
Client 1ST Advisory Group, LLC
32,463$3.2M0.8%ETFVery LowDunedin, FL2026-10-19
Powerhouse Assets LLC
32,187$3.2M2.6%ETFVery LowLincoln, MA2026-10-19
Apella Capital, LLC
31,989$3.2M0.0%ETFVery LowWest Hartford, CT2026-10-08
Flagship Harbor Advisors, LLC
31,311$3.1M0.1%ETFMediumBoston, MA2026-10-26
MW Advisory, LLC
30,750$3.0M1.2%CoreN/AAtlanta, GA2026-10-19
Cornerstone Wealth, LLC
30,209$2.8M1.3%ETFMediumGreeneville, TN2026-10-28
D.A. Davidson & Co.
30,183$3.0M0.0%CoreLowGreat Falls, MT2026-10-28
Ascent Group, LLC
30,108$3.0M0.1%CoreLowVirginia Beach, VA2026-10-30
Fusion Family Wealth, LLC
29,607$2.9M0.2%ETFVery LowWoodbury, NY2026-11-02
Pilgrim Partners Asia Pte Ltd
29,300$2.9M0.6%ETFMediumSingapore, Turkey2026-10-29
Leuthold Group, LLC
29,268$2.9M0.3%ValueMediumMinneapolis, MN2026-11-04
Essential Partners LLC
28,461$2.8M1.3%ValueMediumRancho Santa Fe, CA2026-10-14
First Bank & Trust
27,895$2.8M0.4%CoreLowBrookings, SD2026-10-19
Parallel Advisors, LLC
27,494$2.7M0.0%IndexLowSan Francisco, CA2026-11-03
Atticus Wealth Management, LLC
26,742$2.6M0.6%ETFLowPalm Beach Gardens, FL2026-10-20
Stegent Equity Advisors, Inc.
26,266$2.6M2.1%ETFHighHouston, TX2026-10-13
Provident Wealth Management, LLC
26,234$2.6M0.9%ETFVery LowBrentwood, TN2026-10-20
Founders Financial Securities LLC
26,009$2.6M0.1%ETFMediumTowson, MD2026-10-28
WT Wealth Management
25,766$2.6M0.7%ETFMediumScottsdale, AZ2026-10-13
Sovran Advisors, LLC
25,324$2.4M0.2%ETFMediumSan Diego, CA2026-11-02
BIP Wealth, LLC
24,429$2.4M0.1%ETFMediumAtlanta, GA2026-10-22
Gallacher Capital Management LLC
24,312$2.4M2.0%ValueMediumLone Tree, CO2026-10-30
Basso Capital Management, L.P.
23,994$2.4M0.5%ETFMediumStamford, CT2026-10-30
Cordoba Advisory Partners LLC
23,837$2.4M0.3%ETFMediumNew York, NY2026-10-19
Terra Nova Asset Management LLC
23,707$2.3M1.5%MomentumMediumNew York, NY2026-10-13
Royal Harbor Partners, LLC
23,055$2.3M0.7%ETFMediumHouston, TX2026-10-29
Horst & Graben Wealth Management LLC
22,802$2.3M0.3%ETFMediumPortland, OR2026-11-02
Sheets Smith Wealth Management
22,432$2.2M0.2%CoreLowWinston-Salem, NC2026-10-16
First Financial Corp
22,236$2.2M0.8%CoreVery LowTerre Haute, IN2026-10-13
Goldenstone Wealth Management LLC
22,137$2.2M1.4%GrowthLowEl Dorado Hills, CA2026-11-04
Mccarter Private Wealth Services LLC
22,095$2.2M0.7%CoreLowBoston, MA2026-10-22
Ferguson Wellman Capital Management, Inc
21,990$2.2M0.0%CoreLowPortland, OR2026-10-05
WBH Advisory Inc
21,577$2.1M0.1%ETFLowBaltimore, MD2026-11-05
CoreCap Advisors, LLC
21,034$2.1M0.1%ETFMediumSouthfield, MI2026-10-08
Advocate Investing Services LLC
20,577$2.0M1.6%ETFLowWoodbine, MD2026-10-26
Ascentis Wealth Management, LLC
20,204$2.0M0.3%Agg GrowthLowDallas, TX2026-11-03
Waycross Investment Management Co
20,183$2.0M1.6%ETFLowBellingham, WA2026-10-14
Marietta Wealth Management, LLC
19,627$1.9M0.2%GrowthLowMarietta, GA2026-10-22
Quarry Hill Advisors, LLC
19,280$1.9M0.7%ETFVery LowSt Paul, MN2026-11-04
AMG National Trust Bank
19,011$1.9M0.0%ETFLowGreenwood Village, CO2026-11-05
TSA Wealth Managment LLC
18,292$1.8M0.5%ETFMediumHouston, TX2026-10-22
Orgel Wealth Management, LLC
18,110$1.8M0.0%ETFMediumAltoona, WI2026-10-14
Box Hill Private Wealth LLC
17,945$1.8M1.3%ETFLowScottsdale, AZ2026-10-05
Diversified Enterprises, LLC
17,897$1.8M0.1%ETFVery LowWilmington, DE2026-10-19
Keystone Global Partners, LLC
17,833$1.8M0.6%ETFMediumDenver, CO2026-10-13
Indiana Trust & Investment Management Co
16,750$1.7M0.5%GrowthLowMishawaka, IN2026-10-22
Kestra Private Wealth Services, LLC
16,428$1.6M0.0%GrowthLowAustin, TX2026-10-30
ShoreHaven Wealth Partners, LLC
15,766$1.6M0.5%ETFMediumRed Bank, NJ2026-10-16
Security Financial Services, Inc.
15,572$1.5M0.2%ETFMediumFort Wayne, IN2026-10-29
ERn Financial, LLC
15,550$1.5M0.3%ETFVery LowMiddleton, WI2026-10-28
Wealthcare Capital Partners, LLC
15,324$1.5M0.6%ETFLowWest Chester, PA2026-10-21
Fearless Solutions, LLC dba Best Invest
15,319$1.5M0.8%ETFLowSan Antonio, TX2026-10-14
AWM Capital, LLC
15,250$1.5M0.1%ETFLowPhoenix, AZ2026-10-16
Dynamic Advisor Solutions LLC
15,154$1.5M0.0%ETFLowPhoenix, AZ2026-10-13
Ehrlich Financial Group
15,133$1.5M0.8%ETFHighLaguna Niguel, CA2026-10-20
Wedmont Private Capital
14,713$1.4M0.0%IndexVery LowWest Chester, PA2026-10-09
SAX Wealth Advisors, LLC
14,616$1.4M0.0%ETFVery LowParsippany, NJ2026-10-13
Williams & Novak Wealth Management, LLC
14,520$1.4M0.9%ETFMediumWestlake Village, CA2026-10-09
Steph & Co
14,509$1.4M0.4%ETFLowMarinette, WI2026-10-07
Relyea Zuckerberg Hanson LLC
14,170$1.4M0.1%ETFLowStamford, CT2026-10-20
Prairie Advisory, LLC
14,150$1.4M0.2%ETFN/ALeawood, KS2026-10-19
Koshinski Asset Management, Inc.
13,874$1.4M0.1%ETFLowDecatur, IL2026-10-29
Ullmann Wealth Partners Group, LLC
13,779$1.4M0.1%ETFLowJacksonville Beach, FL2026-11-02
Advisory Solutions Group, LLC
13,749$1.4M0.3%ETFN/APlymouth, MN2026-10-14
JBGlobal.com LLC
13,700$1.4M1.2%ETFMediumNew York, NY2026-10-13
Integrity Advisory Solutions, LLC
13,466$1.3M0.1%ETFMediumDallas, TX2026-10-29
Interchange Capital Partners, LLC
13,308$1.3M0.2%GrowthLowPittsburgh, PA2026-10-28
CFS Investment Advisory Services, LLC
13,207$1.3M0.1%ETFMediumTotowa, NJ2026-10-19
Clear Creek Financial Management, LLC
13,112$1.3M0.1%ETFMediumSilverdale, WA2026-10-28
Global Strategic Investment Solutions, LLC
12,895$1.3M0.1%ETFLowScottsdale, AZ2026-10-16
Breakwater Capital Group
12,748$1.3M0.1%ETFLowParamus, NJ2026-10-09
Solstein Capital, LLC
12,564$1.2M0.4%CoreLowMenlo Park, CA2026-11-02
Nicholas Hoffman & Company, Llc.
12,479$1.2M0.0%ETFVery LowAtlanta, GA2026-10-30
Summa Corp.
12,432$1.2M0.3%Agg GrowthLowThe Woodlands, TX2026-10-30
Financial Life Advisors
12,401$1.2M0.3%ETFLowSan Antonio, TX2026-10-14
Commerce Advisors, LLC
12,300$1.2M0.6%ETFLowMemphis, TN2026-10-19
Essential Investment Partners LLC
12,166$1.2M0.8%GrowthLowEnglewood, CO2026-10-27
B. Riley Wealth Advisors, Inc.
12,053$1.2M0.0%GrowthLowMemphis, TN2026-10-13
Burke & Herbert Bank & Trust Co
11,995$1.2M0.3%CoreVery LowAlexandria, VA2026-11-02
Parkside Financial Bank & Trust
11,969$1.2M0.1%CoreVery LowSaint Louis, MO2026-10-27
Means Investment Co., Inc.
11,883$1.2M0.1%GrowthVery LowBangor, ME2026-11-03
Beacon Financial Group
11,701$1.2M0.1%ETFMediumDallas, TX2026-10-19
Willis Johnson Wealth, Inc.
11,697$1.2M0.1%ETFLowHouston, TX2026-11-03
Trust Co of Oklahoma
11,402$1.1M0.3%MomentumLowTulsa, OK2026-10-15
Paragon Capital Management Inc
11,390$1.1M0.9%CoreMediumProvo, UT2026-10-15
Modera Wealth Management, LLC
11,121$1.1M0.0%ETFVery LowWestwood, NJ2026-10-28
W Advisors, LLC
11,098$1.1M0.5%CoreLowGermantown, TN2026-11-02
Innealta Capital, LLC
11,091$1.1M0.6%ETFMediumAustin, TX2026-11-02
Blue Zone Wealth Advisors, LLC
11,066$1.1M0.2%MomentumLowLos Angeles, CA2026-10-19
Richard P Slaughter Associates Inc
11,005$1.1M0.2%ETFMediumAustin, TX2026-10-13
Sage Financial Group Inc
10,887$1.1M0.1%ETFVery LowW. Conshohocken, PA2026-10-27
Legacy Advisors, LLC
10,764$1.1M0.1%ETFLowPlymouth Meeting, PA2026-10-19
Security National Bank
10,763$1.1M0.1%GrowthLowOmaha, NE2026-10-26
Claro Advisors Inc.
10,723$1.1M0.1%CoreLowBoston, MA2026-11-02
Vontobel Holding Ltd.
10,655$1.1M0.0%CoreMediumZurich, Switzerland2026-10-16
Assetmark, Inc
10,232$1.0M0.0%ETFLowConcord, CA2026-10-21
Global Assets Advisory, LLC
10,164$1.0M0.2%GrowthHighOrlando, FL2026-10-28
Ascentis Independent Advisors
9,994$990.2K0.1%ETFLowDallas, TX2026-11-03
LexAurum Advisors, LLC
9,977$988.5K0.1%ETFLowOverland Park, KS2026-10-19
Olio Financial Planning
9,973$988.1K0.2%ETFVery LowMclean, VA2026-10-22
NWF Advisory Services Inc.
9,957$986.5K0.1%GARPLowLos Angeles, CA2026-10-19
Prime Capital Investment Advisors, LLC
9,900$980.9K0.0%ETFLowOverland Park, KS2026-10-20
21 West Wealth Management LLC
9,597$950.9K0.8%ETFLowTustin, CA2026-10-13
Lido Advisors, LLC
9,588$950.0K0.0%GrowthLowLos Angeles, CA2026-11-04
Wealthcare Capital Management LLC
9,544$945.6K0.1%ETFVery LowRichmond, VA2026-10-21
Vestor Capital, LLC
9,455$8.1K0.5%ValueMediumChicago, IL2026-11-04
NBT Bank, N.A.
9,340$925.4K0.1%CoreLowNorwich, NY2026-10-21
Wright Wealth LLC
9,311$922.5K0.5%ETFLowAtlanta, GA2026-10-29
Cornerstone Wealth Management, LLC
9,257$917.2K0.0%ETFVery LowSt. Peters, MO2026-11-04
West Wealth Group, LLC
9,056$897.3K0.1%ETFMediumIrvine, CA2026-10-14
Simon Quick Advisors, LLC
8,973$889.0K0.0%ETFLowMorristown, NJ2026-10-26
Verdence Capital Advisors LLC
8,882$880.0K0.0%CoreMediumHunt Valley, MD2026-10-26
Keudell ison Wealth Management
8,853$877.2K0.2%ETFMediumSalem, OR2026-10-16
Lpwm LLC
8,744$866.4K0.2%ETFMediumMinneapolis, MN2026-10-20
Mather Group, Llc.
8,719$863.8K0.0%ETFMediumChicago, IL2026-10-14
Bulwark Capital Corp
8,454$837.6K0.4%ETFMediumFernandina Beach, FL2026-10-13
Uptown Financial Advisors LLC
8,409$833.2K0.6%ETFVery LowDallas, TX2026-10-15
Belvedere Trading LLC
8,333$825.6K0.0%Agg GrowthVery HighChicago, IL2026-11-05
Nvwm, LLC
8,303$822.7K0.2%GrowthMediumYardley, PA2026-10-14
Csenge Advisory Group
8,175$810.0K0.0%ETFMediumClearwater, FL2026-11-04
Princeton Global Asset Management LLC
8,142$806.7K0.1%GrowthLowPrinceton, NJ2026-10-21
Richardson Financial Services Inc.
8,141$806.6K0.5%GrowthMediumMedway, MA2026-10-30
Cosner Financial Group, LLC
8,043$796.9K0.4%ETFLowWindsor, CO2026-11-03
Neumann Capital Management, LLC
8,033$795.9K0.2%GrowthVery LowFoster City, CA2026-10-15
Keeler Thomas Management LLC
7,611$754.1K0.3%CoreHighOrem, UT2026-10-29
F&V Capital Management, LLC
7,605$7540.0%ValueLowBoca Raton, FL2026-10-19
Rede Wealth, LLC
7,455$738.6K0.2%ValueMediumCharlottesville, VA2026-10-22
Plancorp, LLC
7,371$661.2K0.0%ETFLowSaint Louis, MO2026-11-03
Watershed Private Wealth LLC
7,322$725.5K0.2%ETFMediumOak Brook, IL2026-10-30
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
7,275$720.8K0.0%ETFMediumWestlake, OH2026-10-14
Heartwood Wealth Advisors LLC
7,228$716.2K0.1%ETFLowRichmond, VA2026-10-05
Asempa Wealth Advisors
7,175$712.8K0.5%ETFLowBaton Rouge, LA2026-10-07
Cypress Wealth Services, LLC
7,008$704.2K0.1%ETFLowPalm Desert, CA2026-10-21
Unique Wealth Strategies, LLC
6,998$715.9K0.3%CoreMediumBurr Ridge, IL2026-10-13
Kingswood Wealth Advisors, LLC
6,939$687.5K0.0%GrowthLowSan Diego, CA2026-10-23
Compass Financial Management LLC
6,858$679.5K0.1%CoreN/ATampa, FL2026-10-30
Telos Capital Management, Inc.
6,638$657.7K0.1%CoreLowSan Diego, CA2026-11-02
Churchill Financial Advisors, LLC
6,608$654.7K0.1%CoreLowLouisville, KY2026-10-20
MLG Wealth Management DBA Pine Grove Financial Group
6,557$649.7K0.1%ETFMediumWoodbury, MN2026-10-13
Amplius Wealth Advisors, LLC
6,537$647.7K0.0%ETFLowBlue Bell, PA2026-10-20
W.H. Cornerstone Investments Inc.
6,467$640.7K0.4%CoreLowKingston, MA2026-11-03
Private Trust Co NA
6,458$639.9K0.1%CoreLowCleveland, OH2026-10-20
PDS Planning, Inc
6,448$638.8K0.0%IndexVery LowDublin, OH2026-11-03
Newman Dignan & Sheerar, Inc.
6,332$627.4K0.1%ETFLowProvidence, RI2026-10-21
Foster Group, Inc.
6,149$609.2K0.0%ETFVery LowUrbandale, IA2026-10-13
Ashford Advisors, LLC
6,142$608.5K0.1%ETFVery LowPittsford, NY2026-11-02
Advus Financial Partners, LLC
6,133$607.7K0.2%ETFLowWinter Park, FL2026-10-20
Apollon Wealth Management, LLC
6,121$606.5K0.0%GrowthLowMount Pleasant, SC2026-10-23
Simplicity Wealth,LLC
6,098$604.2K0.0%ETFLowSummit, NJ2026-10-23
Moran Wealth Management, LLC
6,084$602.8K0.0%CoreMediumNaples, FL2026-10-22
Lmcg Investments, LLC
6,006$595.1K0.0%CoreLowBoston, MA2026-10-21
MassMutual Private Wealth & Trust, FSB
6,006$595.1K0.0%CoreLowSpringfield, MA2026-10-05
Brookstone Capital Management
6,003$594.7K0.0%ETFMediumWheaton, IL2026-10-22
LiftPoint Family Wealth Advisors LLC
5,996$594.1K0.4%ETFMediumFar Hills, NJ2026-11-03
Marathon Strategic Advisors, LLC
5,992$593.7K0.3%ETFVery LowPittsburgh, PA2026-10-20
WealthPlan Investment Management, LLC
5,961$590.6K0.0%GrowthMediumOmaha, NE2026-10-15
Wedbush Securities Inc
5,951$5900.0%CoreLowPasadena, CA2026-10-22
Hudson Oak Wealth Advisory LLC
5,934$587.9K0.5%ETFVery LowHoboken, NJ2026-10-16
TCI Wealth Advisors, Inc.
5,869$581.5K0.0%ETFLowTucson, AZ2026-10-30
Asset Dedication, LLC
5,843$578.9K0.0%ETFLowSan Francisco, CA2026-11-03
Mission Wealth Management, LP
5,814$576.1K0.0%ETFLowSanta Barbara, CA2026-10-15
Redwood Financial Network Corp
5,790$573.6K0.3%ETFLowSolon, OH2026-11-03
Revisor Wealth Management LLC
5,572$533.1K0.1%CoreLowAkron, OH2026-10-20
Apeiron RIA LLC
5,539$550.2K0.1%ETFMediumDallas, TX2026-10-08
One Advisory Partners, LLC
5,536$548.5K0.1%ETFMediumOverland Park, KS2026-10-22
Miller Global Investments, LLC
5,511$546.0K0.4%ValueMediumDallas, TX2026-10-02
Americana Partners, LLC
5,509$545.8K0.0%CoreMediumHouston, TX2026-10-28
Maia Wealth LLC
5,488$543.8K0.1%ETFMediumDenver, CO2026-10-19
Elser Financial Planning, Inc
5,456$540.6K0.0%GARPLowIndianapolis, IN2026-10-16
First Premier Bank
5,420$5370.0%CoreVery LowSioux Falls, SD2026-10-13
Veltria Advisors Corp.
5,389$533.9K0.7%ETFMediumMiami, FL2026-11-05
Bison Wealth, LLC
5,385$528.0K0.0%GrowthMediumAtlanta, GA2026-10-13
Aspetuck Financial Management LLC
5,334$528.5K0.3%GrowthVery LowWestport, CT2026-11-04
Signaturefd, LLC
5,288$523.9K0.0%IndexLowAtlanta, GA2026-10-23
SJS Investment Consulting Inc.
5,063$501.6K0.1%ETFVery LowSylvania, OH2026-10-26
Rossby Financial, LCC
5,026$498.0K0.1%ETFMediumMelbourne, FL2026-11-05
Capital Wealth Alliance, LLC
5,001$495.5K0.2%CoreLowScottsdale, AZ2026-10-20
Novem Group
4,980$493.4K0.0%ETFMediumRochester, NY2026-10-19
Keeler & Nadler Financial Planning & Wealth Management
4,913$486.8K0.1%ETFLowDublin, OH2026-10-28
First National Bank of Mount Dora, Trust Investment Services
4,876$483.1K0.1%CoreMediumMount Dora, FL2026-10-21
Altfest L J & Co Inc
4,840$479.5K0.0%ETFHighNew York, NY2026-10-27
GreatBanc Trust Co
4,835$479.1K0.3%ETFLowLisle, IL2026-11-04
HMV Wealth Advisors, LLC
4,785$474.1K0.2%ETFVery LowShreveport, LA2026-10-27
Pines Wealth Management, LLC
4,775$473.1K0.1%GrowthLowSouthern Pines, NC2026-10-21
Silverlake Wealth Management LLC
4,755$471.1K0.1%ETFLowWilliston, VT2026-10-21
Avior Wealth Management, LLC
4,731$468.8K0.0%ETFMediumOmaha, NE2026-10-13
Capital Advisors Wealth Management, LLC
4,717$467.4K0.1%ETFLowYakima, WA2026-10-09
Sigma Planning Corp
4,687$442.1K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Prudent Man Investment Management, Inc.
4,604$456.2K0.1%ETFVery LowLouisville, CO2026-11-03
Cypress Point Wealth Management, LLC
4,487$444.5K0.0%ETFLowDallas, TX2026-11-03
Firethorn Wealth Partners, LLC
4,427$438.6K0.1%ETFLowAugusta, GA2026-10-14
Morling Financial Advisors, LLC
4,394$435.4K0.1%ETFLowFremont, CA2026-10-28
Signature Estate & Investment Advisors LLC
4,369$432.9K0.0%ETFMediumLos Angeles, CA2026-10-13
RDA Financial Network
4,363$432.3K0.1%GrowthMediumAkron, IA2026-10-15
LFA - Lugano Financial Advisors SA
4,326$428.6K0.3%ETFLowLugano, Switzerland2026-11-03
Porter White Investment Advisors, Inc.
4,324$428.5K0.3%ETFVery LowBirmingham, AL2026-10-14
Porter White Investment Advisors, Inc.
4,324$428.5K0.3%ETFVery LowBirmingham, AL2026-10-14
PUREfi Wealth, LLC
4,200$416.1K0.2%GrowthMediumBoston, MA2026-10-19
Ballast Rock Private Wealth LLC
4,187$414.8K0.2%ETFMediumCharleston, SC2026-10-26
Evolution Wealth Management Inc.
4,179$414.1K0.2%ETFMediumFort Myers, FL2026-10-28
Alpha Omega Wealth Management LLC
4,174$413.6K0.1%ValueLowRichmond, VA2026-10-23
Rose Capital Advisors LLC
4,171$413.3K0.1%ETFN/AMiami Beach, FL2026-11-04
Retirement Wealth Solutions LLC
4,137$409.9K0.2%ETFLowMarshfield, WI2026-10-07
Midwest Capital Advisors, LLC
4,099$406.2K0.1%ETFHighGrand Rapids, MI2026-11-04
Caliber Wealth Management, LLC / KS
4,083$404.6K0.0%ETFLowOverland Park, KS2026-11-04
Armstrong Advisory Group, Inc
4,027$399.0K0.0%ETFHighNeedham, MA2026-10-09
Hudock, Inc.
4,021$398.5K0.1%ETFLowWilliamsport, PA2026-10-14
Wolverine Asset Management LLC
4,000$396.3K0.0%Deep ValueVery HighChicago, IL2026-11-02
Pacific Park Financial, Inc.
3,973$393.6K0.2%ETFMediumLagina Hills, CA2026-10-13
Evergreen Capital Management LLC
3,926$389.0K0.0%GARPMediumBellevue, WA2026-10-23
Tsfg, LLC
3,904$3870.0%ETFLowLake Forest, IL2026-10-23
Triad Wealth Partners, LLC
3,842$380.7K0.0%ETFMediumLawrence, KS2026-10-26
Capital Investment Advisors, LLC
3,830$379.4K0.0%CoreLowAtlanta, GA2026-10-22
Curated Wealth Partners LLC
3,772$373.7K0.0%GARPLowEl Segundo, CA2026-10-15
Northwest Wealth Management, LLC
3,712$367.8K0.0%ETFLowSpencer, IA2026-10-30
Fifth Third Securities, Inc.
3,554$352.1K0.0%ETFLowCincinnati, OH2026-10-21
JFS Wealth Advisors, LLC
3,512$348.0K0.0%ETFVery LowHermitage, PA2026-11-03
Root Financial Partners, LLC
3,510$347.8K0.0%ETFMediumEncinitas, CA2026-10-21
Cyndeo Wealth Partners, LLC
3,496$346.4K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Howard Financial Services, Ltd.
3,496$346.4K0.0%ETFLowDallas, TX2026-10-15
Accel Wealth Management
3,492$346.0K0.1%ETFLowWaverly, IA2026-10-13
Spire Wealth Management
3,455$342.4K0.0%GrowthMediumMclean, VA2026-10-30
United Advisor Group, LLC
3,426$339.4K0.0%ETFLowCincinnati, OH2026-11-03
Angeles Wealth Management, LLC
3,382$335.1K0.0%ETFLowSanta Monica, CA2026-10-26
Lanark Financial, Inc.
3,335$330.4K0.0%CoreMediumBirmingham, AL2026-10-26
MCF Advisors LLC
3,318$328.7K0.0%ETFLowLexington, KY2026-10-28
Mills Wealth Advisors LLC
3,316$328.5K0.1%ETFMediumSouthlake, TX2026-10-22
Investment Research Partners LLC
3,282$325.2K0.1%CoreLowLemont, PA2026-10-19
BridgePort Financial Solutions, LLC
3,223$319.3K0.1%ETFLowFairfield, IA2026-11-02
JIM Saulnier & Associates, LLC
3,211$318.2K0.1%ETFLowFort Collins, CO2026-11-04
Brian LOW Financial Group, LLC
3,202$317.3K0.2%CoreMediumBaton Rouge, LA2026-10-28
RMR Wealth Builders
3,165$313.6K0.0%ETFLowMontclair, NJ2026-10-22
Unify Financial Advisors
3,141$311.2K0.3%ETFMediumClearwater, FL2026-11-03
LWM Advisors Inc
3,141$311.2K0.2%ETFLowEl Dorado Hills, CA2026-10-08
Provenance Wealth Advisors, LLC
3,115$308.6K0.0%ETFLowFort Lauderdale, FL2026-10-30
apricus wealth, LLC
3,080$305.2K0.1%YieldMediumBeaufort, SC2026-10-26
Vertrix Wealth Management, LLC
3,047$301.9K0.1%CoreMediumTroy, MI2026-10-13
Partners Wealth Management, LLC
3,044$301.6K0.0%CoreLowCarmel By The Sea, CA2026-10-28
Tenon Financial LLC
3,007$298.0K0.1%ETFVery LowMetuchen, NJ2026-10-14
Stapp Wealth Management, Pllc
2,949$292.2K0.4%ETFMediumOlympia, WA2026-10-15
TPG Advisors LLC
2,944$291.7K0.2%ETFVery LowNorthfield, IL2026-10-16
D'Orazio & Associates, Inc.
2,917$289.0K0.0%ETFLowVienna, VA2026-11-04
Parsons Capital Management Inc
2,915$288.8K0.0%CoreLowProvidence, RI2026-10-28
Weitzel Financial Services, Inc.
2,903$429.9K0.1%ETFVery LowDubuque, IA2026-10-16
Cove Private Wealth, LLC
2,851$282.5K0.0%GrowthLowOyster Bay Cove, NY2026-10-28
Verus Capital Partners, LLC
2,840$281.3K0.0%GrowthLowScottsdale, AZ2026-11-03
Goldstein Advisors, LLC
2,817$279.1K0.0%ETFMediumMadison, WI2026-10-15
Factor Wealth Management LTD
2,805$277.9K0.0%ETFLowChicago, IL2026-10-08
Elwood & Goetz Wealth Advisory Group, LLC
2,766$274.1K0.0%ETFLowAthens, GA2026-10-28
Invested Advisors
2,749$272.4K0.2%CoreMediumState College, PA2026-10-23
Manchester Capital Management LLC
2,635$261.1K0.0%CoreLowManchester, VT2026-10-22
Soltis Investment Advisors LLC
2,591$256.7K0.0%CoreMediumSt. George, UT2026-10-28
Galvin, Gaustad & Stein, LLC
2,578$255.4K0.0%CoreMediumScottsdale, AZ2026-10-08
Cutler Investment Counsel LLC
2,570$254.6K0.0%CoreLowJacksonville, OR2026-10-28
First National Trust Co
2,566$254.2K0.0%GrowthLowJohnstown, PA2026-10-28
Dala Group, LLC
2,565$254.1K0.2%ETFMediumHoffman Estates, IL2026-10-29
Redhawk Wealth Advisors, Inc.
2,538$251.5K0.0%ETFHighMinneapolis, MN2026-10-14
Bayshore Asset Management, LLC
2,500$245.1K0.1%ETFVery LowCoral Gables, FL2026-11-03
Mesirow Financial Investment Management, Inc.
2,500$247.7K0.0%CoreLowChicago, IL2026-11-05
Virginia Retirement Systems ET Al
2,500$247.7K0.0%CoreMediumRichmond, VA2026-10-28
Moneco Advisors, LLC
2,497$247.4K0.0%ETFLowFairfield, CT2026-11-05
Berman McAleer LLC
2,493$247.0K0.0%ETFVery LowTimonium, MD2026-10-16
Elevated Financial Group LLC
2,460$243.7K0.1%ETFMediumIndianapolis, IN2026-10-16
Sigma Investment Counselors Inc
2,446$242.4K0.0%ETFLowNorthville, MI2026-10-27
Mascagni Wealth Management, Inc.
2,437$241.5K0.1%ETFLowClinton, MS2026-10-23
Fiduciary Financial Group, LLC
2,432$241.0K0.0%ETFLowSan Rafael, CA2026-10-13
BLB&B Advisors, LLC
2,429$240.7K0.0%ETFLowMontgomeryville, PA2026-10-27
Lake Street Private Wealth, LLC
2,419$240.3K0.0%GrowthLowChicago, IL2026-10-22
Zenith Solutions, Inc.
2,416$239.4K0.2%ETFN/APhiladelphia, PA2026-10-19
Narus Financial Partners, LLC
2,411$238.9K0.1%ValueLowSalt Lake City, UT2026-10-19
Missouri Trust & Investment Co
2,400$237.8K0.1%CoreVery LowSpringfield, MO2026-11-04
Greenspring Advisors, LLC
2,369$234.7K0.0%ETFVery LowTowson, MD2026-11-05
Sharkey, Howes & Javer
2,365$234.3K0.0%ETFMediumDenver, CO2026-10-22
Baldwin Wealth Partners LLC
2,350$232.8K0.0%GrowthLowMarion, MA2026-10-13
DBK Financial Counsel, LLC
2,348$232.6K0.2%ETFVery LowCuyahoga Falls, OH2026-10-13
Hurley Capital, LLC
2,343$232.2K0.1%GARPMediumNew York, NY2026-11-05
Mainstream Capital Management LLC
2,338$231.6K0.1%GrowthLowLos Angeles, CA2026-10-23
RS Crum Inc.
2,334$231.2K0.0%ETFVery LowNewport Beach, CA2026-10-19
Accelerate Investment Advisors LLC
2,310$228.9K0.1%ETFLowAliso Viejo, CA2026-11-02
Clarity Asset Management, Inc.
2,303$228.2K0.1%ETFHighAmes, IA2026-10-14
Bank Julius Baer & Co. Ltd, Zurich
2,300$227.9K0.0%GrowthMediumZurich, Switzerland2026-10-29
Matrix Asset Advisors Inc
2,292$227.1K0.0%ValueLowWhite Plains, NY2026-10-13
Davenport & Co LLC
2,287$226.6K0.0%CoreMediumRichmond, VA2026-10-14
J2 Capital Management Inc
2,285$226.4K0.1%ETFHighTroy, MI2026-10-19
Greenleaf Trust
2,284$226.3K0.0%CoreLowKalamazoo, MI2026-10-29
Orca Wealth Management, LLC
2,267$224.6K0.1%GARPLowNew Port Richey, FL2026-10-14
Hoge Financial Services, LLC
2,258$223.8K0.1%ETFVery LowCanonsburg, PA2026-11-05
Signal Advisors Wealth, LLC
2,247$222.7K0.0%ETFLowDetroit, MI2026-10-13
BigSur Wealth Management LLC
2,240$221.9K0.1%GrowthLowMiami, FL2026-10-13
GSG Advisors LLC
2,217$219.7K0.0%ETFVery LowMount Laurel, NJ2026-11-03
Two West Capital Advisors LLC
2,211$221.9K0.1%ETFLowOverland Park, KS2026-10-15
TD Waterhouse Canada Inc.
2,182$216.8K0.0%CoreLowToronto, Australia2026-10-16
Emprise Bank
2,092$207.3K0.1%ETFVery LowWichita, KS2026-10-07
Bank of New Hampshire
2,055$203.6K0.0%CoreLowLaconia, NH2026-10-06
Cambridge Financial Group, LLC
2,049$209.6K0.1%ETFLowTucson, AZ2026-10-06
Latitude Advisors, LLC
1,996$197.8K0.1%ETFLowYorkville, IL2026-10-27
Sava Infond d.o.o.
1,900$188.3K0.0%Agg GrowthLowMaribor, Andorra2026-10-28
Central Pacific Bank - Trust Division
1,731$171.5K0.0%CoreMediumHonolulu, HI2026-10-06
Elyxium Wealth, LLC
1,700$168.4K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Avion Wealth
1,676$166.0K0.2%ETFLowThe Woodlands, TX2026-11-04
Acropolis Investment Management, LLC
1,654$163.8K0.0%ETFLowSt. Louis, MO2026-10-08
Y.D. More Investments Ltd
1,652$163.7K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Elevated Capital Advisors, LLC
1,629$161.4K0.1%ETFMediumSandy, UT2026-11-04
Cassaday & Co Wealth Management LLC
1,545$153.1K0.0%ETFVery LowMclean, VA2026-10-27
TD Private Client Wealth LLC
1,516$150.2K0.0%ETFLowNew York, NY2026-10-28
Stone House Investment Management, LLC
1,402$138.9K0.0%ETFMediumTunkhannock, PA2026-10-23
Kings Path Partners LLC
1,351$133.9K0.0%ETFVery LowSugar Land, TX2026-10-21
SYM Financial Corp
1,264$125.2K0.0%ETFVery LowWinona Lake, IN2026-10-26
Bochk Asset Management Ltd
1,177$116.6K0.0%Agg GrowthVery HighHong Kong, South Korea2026-10-29
James T. Borello RIA
1,135$112.5K0.0%ETFVery LowEast Dundee, IL2026-10-16
Harbor Investment Advisory, LLC
1,098$108.8K0.0%GrowthLowLutherville, MD2026-10-13
Richards, Merrill & Peterson, Inc.
1,073$106.3K0.0%GrowthLowSpokane, WA2026-10-19
Larson Financial Group LLC
1,056$104.6K0.0%GrowthLowSt Louis, MO2026-11-05
Golden State Wealth Management, LLC
1,029$102.0K0.0%ETFMediumSanta Ana, CA2026-11-02
Wolff Wiese Magana LLC
975$96.6K0.0%GrowthLowCarslbad, CA2026-10-15
Harbor Asset Planning, Inc.
901$89.3K0.1%ETFVery LowBelmont, MA2026-10-23
Heritage Family Offices, LLP
815$80.8K0.0%GrowthHighScottsdale, AZ2026-11-02
Arlington Trust Co LLC
744$73.7K0.0%ETFMediumBirmingham, AL2026-10-20
Beacon Investment Advisory Services, Inc.
738$73.1K0.0%GrowthLowMorristown, NJ2026-10-13
Halbert Hargrove Global Advisors, LLC
736$72.9K0.0%ETFLowLong Beach, CA2026-10-16
Albion Financial Group
735$72.8K0.0%GrowthLowSalt Lake City, UT2026-10-21
Financial Perspectives, Inc
734$72.7K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Rosenberg Matthew Hamilton
686$68.0K0.0%ETFVery LowGrand Junction, CO2026-10-05
Simplex Trading, LLC
653$64.7K0.0%CoreVery HighChicago, IL2026-11-04
Creative Financial Designs Inc
632$62.6K0.0%ETFMediumKokomo, IN2026-11-04
Financial Consulate, Inc
583$57.8K0.0%ETFLowHunt Valley, MD2026-10-23
Abound Wealth Management
576$57.1K0.0%ETFVery LowFranklin, TN2026-10-26
Cherry Tree Wealth Management, LLC
524$51.9K0.0%ETFVery LowMinnetonka, MN2026-10-15
Trust Co of Vermont
516$51.1K0.0%CoreVery LowBrattleboro, VT2026-10-21
SBK Financial, Inc.
507$50.2K0.0%N/AN/ARichmond, VA2026-11-02
KFG LLC
494$48.9K0.0%ETFN/ARapid City, SD2026-11-02
Phillips Financial Management, LLC
473$46.9K0.0%ETFVery LowFort Wayne, IN2026-10-19
Realta Investment Advisors
471$46.6K0.0%GrowthMediumWilmington, DE2026-10-14
Grove Bank & Trust
430$42.6K0.0%ETFLowMiami, FL2026-10-08
Trust Co
370$36.7K0.0%ETFVery LowManhattan, KS2026-10-09
Bokf, NA
346$34.3K0.0%CoreLowTulsa, OK2026-10-27
Clark Wealth Partners
342$33.9K0.0%ETFVery LowO'Fallon, IL2026-10-19
Bell Investment Advisors, Inc
322$31.9K0.0%ETFVery LowOrinda, CA2026-10-29
First Bancorp, Inc
313$31.0K0.0%ValueVery LowDamariscotta, ME2026-10-26
Cape Investment Advisory, Inc.
291$28.8K0.0%ETFLowMcdonough, GA2026-10-13
GoalVest Advisory LLC
246$24.4K0.0%ETFMediumNew York, NY2026-10-02
Accordant Advisory Group Inc
216$21.4K0.0%ValueMediumAnnapolis, MD2026-10-29
McCarley & Cook Financial Planners
214$21.2K0.0%ETFLowCincinnati, OH2026-10-21
Team Financial Group, LLC
211$21.0K0.0%ETFLowTemecula, CA2026-10-30
GK Wealth Management LLC
196$19.4K0.0%GARPVery HighReno, NV2026-10-09
Signature Equity Partners, LLC
179$17.7K0.0%GrowthMediumColumbus, OH2026-10-29
Private Wealth Management Group, LLC
176$17.4K0.0%ETFLowPrinceton, NJ2026-10-19
Sofi Wealth, LLC
176$17.4K0.0%ETFVery LowSan Francisco, CA2026-10-27
Archer Investment Corp
155$15.4K0.0%CoreMediumCarmel, IN2026-11-05
Triumph Capital Management
147$14.6K0.0%ETFMediumDenver, CO2026-10-14
Reyes Financial Architecture, Inc.
137$13.6K0.0%ETFVery HighSan Diego, CA2026-10-22
Bangor Savings Bank
132$13.1K0.0%ETFLowBangor, ME2026-10-06
Gamma Investing LLC
128$12.7K0.0%IndexVery LowFoster City, CA2026-10-08
Covestor Ltd
125$120.0%ValueHighLondon, United Kingdom2026-10-30
Silver Grove Financial Group, Inc.
121$12.0K0.0%CoreMediumOrchard Park, NY2026-11-05
NorthAvenue LLC
115$11.4K0.0%ETFVery LowColumbus, OH2026-10-29
Tompkins Financial Corp
112$11.1K0.0%CoreLowIthaca, NY2026-10-05
1620 Investment Advisors, Inc.
100$9.9K0.0%ValueLowPlymouth, MA2026-11-04
Sfam, LLC
93$9.2K0.0%ETFVery LowElmhurst, IL2026-11-03
CKW Financial Group
87$90.0%ETFVery LowHonolulu, HI2026-10-29
Putney Financial Group LLC
85$8.4K0.0%GrowthLowSan Rafael, CA2026-10-30
North Point Portfolio Managers Corp
74$7.3K0.0%GrowthLowOrange Village, OH2026-10-07
Southern Michigan Bank & Trust
71$7.0K0.0%ETFLowColdwater, MI2026-10-19
DecisionPoint Financial, LLC
69$6.9K0.0%ETFVery LowMesa, AZ2026-10-27
Wilmington Savings Fund Society, FSB
68$6.7K0.0%CoreLowWilmington, DE2026-10-23
Gilpin Wealth Management, LLC
68$6.7K0.0%GrowthLowDenver, CO2026-10-09
Ashton Thomas Securities, LLC
64$6.3K0.0%ETFMediumRochester, NY2026-10-26
Mosley Wealth Management
59$5.6K0.0%ETFHighAnaheim, CA2026-10-16
Trust Co of Toledo NA
58$5.7K0.0%GrowthVery LowHolland, OH2026-10-16
Rudd Co d/b/a Styre Wealth
56$5.2K0.0%ValueN/AFort Worth, TX2026-10-29
Kingdom Financial Group Llc.
51$5.0K0.0%ETFMediumPeoria, AZ2026-11-04
Gen-Wealth Partners Inc
48$4.8K0.0%CoreLowZeeland, MI2026-11-04
Physician Wealth Advisors, Inc.
45$4.5K0.0%ETFMediumMidvale, UT2026-10-20
Raleigh Capital Management Inc.
40$3.9K0.0%CoreMediumCary, NC2026-10-28
Gladwyn Financial Advisors, Inc.
38$3.8K0.0%ETFVery LowChantilly, VA2026-10-05
Dhjj Financial Advisors, Ltd.
37$3.7K0.0%ETFVery LowNaperville, IL2026-10-23
West Paces Advisors Inc.
27$2.6K0.0%ETFLowAtlanta, GA2026-10-13
Birchwood Financial Partners, Inc.
24$2.4K0.0%ETFVery LowBloomington, MN2026-11-02
Independence Bank of Kentucky
17$1.7K0.0%GrowthLowOwensboro, KY2026-10-26
Ashurst Perkins Coie Trust Co
14$1.4K0.0%CoreVery LowSeattle, WA2026-10-15
Financially Speaking Inc
13$1.3K0.0%ETFHighGreenwood Village, CO2026-11-05
Hilton Head Capital Partners, LLC
12$1.2K0.0%CoreMediumHilton Head Island, SC2026-10-23
Plante Moran Financial Advisors, LLC
10$9960.0%ETFVery LowSouthfield, MI2026-11-04
GHP Investment Advisors, Inc.
4$3970.0%CoreVery LowDenver, CO2026-10-15
First Pacific Financial
3$2980.0%ETFLowVancouver, WA2026-10-14