IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishr CR Unvrse USD BD ETF-Ui (IUSB)

CUSIP: 46434V613 | NYSE | 1722 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, Inc.71,477,8176.6%New 5%+ stakeSep 30, 202682,039,260 sh (Jun 30, 2026)
13G/ABlackRock, Inc.71,477,817
6.6% of class · Sep 30, 2026New 5%+ stake
82,039,260 sh (Jun 30, 2026)

Institutional Holders — Q3 2026

LPL Financial LLC77,339,331
0.7% of portfolio›$3.4B
Bank of New York Mellon Corp18,441,673
0.1% of portfolio›$813.1M
Park Avenue Securities LLC15,696,885
0.0% of portfolio›$692.1K
SigFig Wealth Management, LLC6,051,951
6.7% of portfolio›$266.8M
Kestra Investment Management, LLC5,560,977
4.7% of portfolio›$245.2M
JB Capital LLC4,325,678
6.5% of portfolio›$190.7M
First Command Advisory Services, Inc.4,280,757
1.0% of portfolio›$188.7M
Farther Finance Advisors, LLC3,214,129
1.0% of portfolio›$141.7M
Mason & Associates, LLC3,031,334
27.5% of portfolio›$133.7M
Truist Financial Corp3,004,017
0.2% of portfolio›$132.4M
Sofi Wealth, LLC2,685,798
4.6% of portfolio›$118.4M
Thrivent Financial for Lutherans2,624,238
0.4% of portfolio›$115.6M
Vise Technologies, Inc.2,561,085
0.9% of portfolio›$112.9M
Cambridge Investment Research Advisors, Inc.2,494,233
0.0% of portfolio›$110.0K
Allworth Financial LP2,434,284
0.4% of portfolio›$112.3M
Kestra Advisory Services, LLC2,423,130
0.3% of portfolio›$106.8M
Assetmark, Inc2,246,102
0.2% of portfolio›$99.0M
Symmetry Partners, LLC2,131,318
4.8% of portfolio›$94.0M
Fifth Third Bancorp2,121,715
0.2% of portfolio›$93.5M
Concurrent Investment Advisors, LLC2,037,669
0.6% of portfolio›$89.8M
Compass Ion Advisors, LLC1,881,906
7.0% of portfolio›$83.0M
Prime Capital Investment Advisors, LLC1,779,222
0.8% of portfolio›$78.4M
Atria Investments, Inc1,690,471
0.7% of portfolio›$74.5M
Commonwealth Equity Services, LLC1,664,867
0.1% of portfolio›$73.4M
Heck Capital Advisors, LLC1,659,822
4.0% of portfolio›$73.2M
Stone House Investment Management, LLC1,652,914
9.5% of portfolio›$72.9M
Univest Financial Corp1,647,982
3.4% of portfolio›$72.7M
Apella Capital, LLC1,626,651
0.9% of portfolio›$71.6M
MLG Wealth Management DBA Pine Grove Financial Group1,624,870
6.9% of portfolio›$71.6M
Affinity Capital Advisors, LLC1,616,979
8.3% of portfolio›$71.4M
Global Strategic Investment Solutions, LLC1,608,183
6.2% of portfolio›$70.9M
Baker Avenue Asset Management, LP1,606,182
1.3% of portfolio›$70.8M
Pacific Capital Wealth Advisors, Inc.1,597,732
10.1% of portfolio›$70.4M
Wealth Enhancement Advisory Services, LLC1,512,432
0.1% of portfolio›$66.8M
PNC Financial Services Group, Inc.1,476,361
0.0% of portfolio›$65.1M
MGO One Seven LLC1,294,589
0.9% of portfolio›$57.1M
Perigon Wealth Management, LLC1,294,158
0.9% of portfolio›$57.1M
SteelPeak Wealth, LLC1,291,212
1.4% of portfolio›$56.9M
Integrity Alliance, Llc.1,242,122
1.7% of portfolio›$54.8M
Strategic Blueprint, LLC1,225,991
2.6% of portfolio›$54.1M
Sharkey, Howes & Javer1,200,991
6.4% of portfolio›$53.0M
Stash Investments, LLC1,200,766
15.5% of portfolio›$52.9M
Trek Financial, LLC1,176,990
2.4% of portfolio›$51.9M
Regions Financial Corp1,176,094
0.3% of portfolio›$51.9M
Diversify Advisory Services, LLC1,169,815
0.8% of portfolio›$52.0M
Diversify Wealth Management, LLC1,169,815
0.8% of portfolio›$52.0M
Horst & Graben Wealth Management LLC1,154,896
6.6% of portfolio›$50.9M
Avidian Wealth Enterprises, LLC1,107,132
1.4% of portfolio›$48.8M
Johnson Bixby & Associates, LLC1,106,135
5.3% of portfolio›$48.8M
One Advisory Partners, LLC1,041,065
12.4% of portfolio›$45.9M
Merit Financial Group, LLC993,601
0.2% of portfolio›$43.8M
Keybank National Association978,319
0.1% of portfolio›$43.1M
Spire Wealth Management856,892
1.2% of portfolio›$37.8M
Brookstone Capital Management856,353
0.4% of portfolio›$37.8M
Elevation Wealth Partners, LLC820,424
10.2% of portfolio›$36.2M
Bay Harbor Wealth Management, LLC724,429
7.3% of portfolio›$31.9M
Simplicity Wealth,LLC722,797
0.9% of portfolio›$31.9M
Blue Trust, Inc.721,120
0.3% of portfolio›$31.8M
Skyline Advisors, Inc.699,879
9.6% of portfolio›$30.9M
Citigroup Inc682,119
0.0% of portfolio›$30.1M
Landmark Wealth Management, Inc.681,861
10.0% of portfolio›$30.1M
KWB Wealth667,944
2.5% of portfolio›$29.4M
Compound Planning, Inc.657,099
0.7% of portfolio›$29.0M
Apollon Wealth Management, LLC620,602
0.3% of portfolio›$27.4M
West Wealth Group, LLC615,223
4.2% of portfolio›$27.1M
CFS Investment Advisory Services, LLC605,150
1.7% of portfolio›$26.6M
Sovran Advisors, LLC576,615
1.8% of portfolio›$25.8M
Apeiron RIA LLC557,270
5.6% of portfolio›$24.5M
Hoxton Planning & Management, LLC521,252
5.9% of portfolio›$23.0M
Elevated Financial Group LLC499,211
6.2% of portfolio›$22.0M
Claro Advisors Inc.478,913
2.1% of portfolio›$21.1M
Creative Planning470,581
0.0% of portfolio›$20.7M
Endeavor Private Wealth, Inc.439,797
4.7% of portfolio›$19.4M
Financial Life Advisors433,116
5.4% of portfolio›$19.1M
Cornerstone Planning Group LLC391,984
2.1% of portfolio›$17.3M
Csenge Advisory Group380,514
0.7% of portfolio›$16.8M
SWP Financial LLC359,494
7.3% of portfolio›$15.9M
Firestone Capital Management357,428
2.9% of portfolio›$15.8M
VestGen Advisors, LLC355,600
0.5% of portfolio›$15.7M
Worth Asset Management, LLC355,511
4.6% of portfolio›$15.7M
Ashton Thomas Securities, LLC354,544
1.7% of portfolio›$15.6M
Focus Financial Network, Inc.354,210
0.5% of portfolio›$15.6M
Advus Financial Partners, LLC343,410
4.3% of portfolio›$15.1M
Lodestar Private Asset Management LLC341,938
1.3% of portfolio›$15.1M
Ascentis Independent Advisors328,551
0.9% of portfolio›$14.5M
Security Financial Services, Inc.325,467
1.9% of portfolio›$14.3M
TSA Wealth Managment LLC319,212
3.9% of portfolio›$14.1M
D.A. Davidson & Co.312,575
0.1% of portfolio›$13.8M
Ashton Thomas Private Wealth, LLC309,758
0.3% of portfolio›$13.7M
One Wealth Capital Management, LLC305,122
5.0% of portfolio›$13.5M
Alterna Wealth Management, Inc292,557
7.2% of portfolio›$12.9M
Elevation Point Wealth Partners, LLC289,941
0.2% of portfolio›$12.8M
Parr Mcknight Wealth Management Group, LLC286,432
1.5% of portfolio›$12.6M
Beacon Capital Management, LLC282,347
1.7% of portfolio›$12.4M
Galvin, Gaustad & Stein, LLC270,678
0.9% of portfolio›$11.9M
Polaris Investment Advisors, LLC268,828
7.6% of portfolio›$11.9M
Cypress Wealth Services, LLC265,040
1.4% of portfolio›$11.7M
PFG Advisors257,772
0.6% of portfolio›$11.4M
Centurion Wealth Management LLC257,150
2.7% of portfolio›$11.3M
Balefire, LLC256,862
1.8% of portfolio›$11.3M
Atlatl Advisers LLC256,179
2.7% of portfolio›$11.3M
Leslie Global Wealth, LLC255,645
4.2% of portfolio›$11.3M
Armor Investment Advisors, LLC254,665
3.7% of portfolio›$11.2M
Newport Capital Group, LLC251,806
7.6% of portfolio›$11.4M
Legacy Wealth Partners, LLC250,124
2.4% of portfolio›$11.0M
Lido Advisors, LLC248,740
0.0% of portfolio›$11.0M
Client 1ST Advisory Group, LLC246,079
2.8% of portfolio›$10.8M
Tanager Wealth Management LLP245,100
0.9% of portfolio›$10.8M
Integrity Advisory Solutions, LLC225,703
1.0% of portfolio›$10.0M
Sagespring Wealth Partners, LLC223,477
0.1% of portfolio›$9.9M
J.M. Arbour, LLC220,375
7.8% of portfolio›$9.7M
Pinion Investment Advisors, LLC216,732
1.7% of portfolio›$9.6M
Quattro Financial Advisors LLC211,891
1.9% of portfolio›$9.3M
Portfolio Resources Advisor Group, Inc.210,044
7.7% of portfolio›$9.3M
Verus Capital Partners, LLC208,654
0.5% of portfolio›$9.2M
New Capital Management LP207,159
2.0% of portfolio›$9.1M
B. Riley Wealth Advisors, Inc.200,845
0.3% of portfolio›$8.9M
Diversified Portfolios, Inc.199,534
0.6% of portfolio›$8.8M
Bensler, LLC195,540
0.8% of portfolio›$8.6M
BCU Wealth Advisors, LLC189,424
2.7% of portfolio›$8.4M
Independent Financial Group, LLC186,096
0.1% of portfolio›$8.2M
Orgel Wealth Management, LLC184,975
0.2% of portfolio›$8.2M
Rossby Financial, LCC183,640
1.2% of portfolio›$8.1M
PCG Asset Management, LLC181,366
5.7% of portfolio›$8.0M
Royal Fund Management, LLC172,673
0.6% of portfolio›$7.6M
Patriot Financial Group Insurance Agency, LLC167,130
0.7% of portfolio›$7.4M
Swmg, LLC165,541
1.6% of portfolio›$7.4M
Two West Capital Advisors LLC165,324
3.6% of portfolio›$7.3M
Xena Financial Planning, LLC163,176
6.9% of portfolio›$7.2M
SAX Wealth Advisors, LLC162,383
0.2% of portfolio›$7.2M
Randall & Associates Wealth Management162,150
4.3% of portfolio›$7.1M
JFS Wealth Advisors, LLC159,312
0.4% of portfolio›$7.0M
Valley National Advisers Inc153,441
0.7% of portfolio›$6.8M
Lifelong Wealth Advisors, Inc.150,425
1.5% of portfolio›$6.6M
Alliance Private Wealth, LLC149,129
2.4% of portfolio›$6.6M
CoreCap Advisors, LLC147,578
0.2% of portfolio›$6.5M
Absolute Capital Management, LLC138,135
1.4% of portfolio›$6.1M
First Heartland Consultants, Inc.136,140
0.4% of portfolio›$6.0M
Forte Asset Management LLC135,849
2.4% of portfolio›$6.0M
FFG Retirement Advisors LLC135,811
3.2% of portfolio›$6.0M
WealthPLAN Partners, LLC134,855
1.1% of portfolio›$5.9M
Asset One Wealth Management LLC133,081
0.5% of portfolio›$5.9M
Parallel Advisors, LLC130,863
0.1% of portfolio›$5.8M
Westside Investment Management, Inc.129,210
0.7% of portfolio›$5.7M
Entrust Financial LLC127,136
2.7% of portfolio›$5.6M
Balance Wealth Partners LLC124,744
1.3% of portfolio›$5.5M
Able Wealth Management LLC123,844
1.2% of portfolio›$5.4M
Retirement Wealth Solutions LLC122,211
2.8% of portfolio›$5.4M
RFG Advisory, LLC121,669
0.1% of portfolio›$5.4M
Equity Wealth Partners, LLC121,173
1.8% of portfolio›$5.3M
IFP Advisors, Inc121,053
0.1% of portfolio›$5.3M
Saxony Capital Management, LLC119,177
2.2% of portfolio›$5.3M
Tempus Wealth Planning, LLC118,913
1.0% of portfolio›$5.2M
ASL Financial, LLC118,598
3.6% of portfolio›$5.2M
WealthPoint Financial, LLC117,584
3.7% of portfolio›$5.2M
Clear Creek Financial Management, LLC117,393
0.4% of portfolio›$5.2M
Range Financial Group LLC117,348
1.4% of portfolio›$5.2M
XY Planning Network, Inc.114,223
0.5% of portfolio›$5.0M
Cassilly Financial Group LLC113,563
3.4% of portfolio›$5.0M
Gen-Wealth Partners Inc108,321
1.3% of portfolio›$4.8M
Leonard Rickey Investment Advisors P.L.L.C.105,345
0.7% of portfolio›$4.6M
B.O.S.S. Retirement Advisors, LLC104,417
1.3% of portfolio›$4.6M
Savant Capital, LLC102,076
0.0% of portfolio›$4.5M
Fragasso Financial Advisors Inc101,744
0.2% of portfolio›$4.5M
Aspire Private Capital, LLC100,904
0.9% of portfolio›$4.4M
Columbus Macro, LLC99,430
0.4% of portfolio›$4.4M
BOS Asset Management, LLC98,552
1.0% of portfolio›$4.3M
Maia Wealth LLC97,502
0.6% of portfolio›$4.3M
Signature Estate & Investment Advisors LLC93,943
0.1% of portfolio›$4.1M
White Lighthouse Investment Management Inc.93,479
0.5% of portfolio›$4.1M
Strategy Asset Managers LLC93,376
0.6% of portfolio›$4.1M
OpenArc Corporate Advisory, LLC93,025
0.0% of portfolio›$4.1M
Targeted Financial Services LLC91,968
3.0% of portfolio›$4.1M
J.W. Cole Advisors, Inc.91,856
0.1% of portfolio›$4.0M
TMB Capital Partners, LLC90,325
1.2% of portfolio›$4.0M
Prospera Financial Services Inc90,155
0.1% of portfolio›$4.0M
Genesis Private Wealth, LLC89,043
1.1% of portfolio›$3.9M
Pines Wealth Management, LLC87,862
1.1% of portfolio›$3.9M
Montecito Bank & Trust84,275
0.6% of portfolio›$3.7M
Signal Advisors Wealth, LLC83,804
0.2% of portfolio›$3.7M
Renasant Bank82,934
2.5% of portfolio›$3.7M
Kestra Private Wealth Services, LLC82,455
0.0% of portfolio›$3.6M
Fifth Third Securities, Inc.81,750
0.2% of portfolio›$3.6M
Worth Financial Advisory Group, LLC81,279
1.5% of portfolio›$3.6M
Centerline Wealth Advisors, LLC81,175
1.1% of portfolio›$3.6M
RDA Financial Network77,772
0.7% of portfolio›$3.4M
Professional Financial Advisors, LLC76,142
0.6% of portfolio›$3.4M
FC Advisory LLC74,677
0.9% of portfolio›$3.3M
Capital Investment Advisory Services, LLC74,218
0.2% of portfolio›$3.3M
Merited Wealth, LLC73,263
2.2% of portfolio›$3.2M
Hobbs Wealth Management, LLC72,681
2.6% of portfolio›$3.2M
FWG Investments, Llc.72,485
1.5% of portfolio›$3.2M
Seneca Financial Advisors LLC71,870
0.8% of portfolio›$3.2M
Private Trust Co NA69,716
0.2% of portfolio›$3.1M
W Advisors, LLC69,600
1.3% of portfolio›$3.1M
Merkkuri Wealth Advisors LLC69,046
1.9% of portfolio›$3.0M
Capital Square, LLC68,027
1.3% of portfolio›$3.0M
Mather Group, Llc.67,416
0.0% of portfolio›$3.0M
Ascentis Wealth Management, LLC67,132
0.5% of portfolio›$3.0M
Fiscal Wisdom Wealth Management, LLC67,016
3.5% of portfolio›$3.0M
Apollon Financial, LLC66,864
0.3% of portfolio›$2.9M
Visionary Horizons, LLC66,178
1.2% of portfolio›$2.9M
Archer Investment Management, LLC65,973
0.9% of portfolio›$2.9M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors65,959
0.1% of portfolio›$2.9M
LifeSteps Financial, Inc.65,858
1.4% of portfolio›$2.9M
Sigma Planning Corp65,573
0.1% of portfolio›$2.9M
Cape Investment Advisory, Inc.65,067
0.7% of portfolio›$2.9M
Secure Asset Management, LLC64,953
0.4% of portfolio›$2.9M
KFA Private Wealth Group, LLC64,371
0.7% of portfolio›$2.8M
Advisory Solutions Group, LLC64,143
0.6% of portfolio›$2.8M
M Holdings Securities, Inc.63,814
0.0% of portfolio›$2.8K
Davenport & Co LLC63,518
0.0% of portfolio›$2.8M
Sutton Place Investors LLC63,371
1.3% of portfolio›$2.8M
Sculati Wealth Management, LLC62,797
0.9% of portfolio›$2.8M
Sound Income Strategies, LLC62,692
0.1% of portfolio›$2.8M
Beacon Financial Advisory LLC60,228
0.5% of portfolio›$2.7M
Moneywise, Inc.60,159
2.5% of portfolio›$2.7M
Firethorn Wealth Partners, LLC59,547
0.8% of portfolio›$2.6M
Parkway Wealth Management Group, LLC59,529
0.3% of portfolio›$2.6M
Kroeger Financial Partners59,433
2.6% of portfolio›$2.6M
Golden State Wealth Management, LLC58,276
0.2% of portfolio›$2.6M
Life Planning Partners, Inc58,023
2.0% of portfolio›$2.6M
LifeWealth Investments, LLC57,950
0.7% of portfolio›$2.6M
Nations Financial Group Inc,57,222
0.1% of portfolio›$2.5M
BridgePort Financial Solutions, LLC55,833
0.6% of portfolio›$2.5M
Cyndeo Wealth Partners, LLC55,163
0.1% of portfolio›$2.4M
Patriot Investment Management Group, Inc.54,987
0.1% of portfolio›$2.4M
Americana Partners, LLC54,542
0.1% of portfolio›$2.4M
LongView Wealth Management53,269
0.6% of portfolio›$2.3M
Wealthstar Advisors, LLC53,125
0.7% of portfolio›$2.3M
Legacy Advisory Services, LLC52,283
1.7% of portfolio›$2.3M
Daviman Financial, LLC52,282
1.3% of portfolio›$2.3M
Central Pacific Bank - Trust Division52,166
0.2% of portfolio›$2.3M
Zenith Solutions, Inc.50,622
2.0% of portfolio›$2.2M
Madson Wealth Advisors Inc50,179
1.5% of portfolio›$2.2M
Triad Wealth Partners, LLC49,412
0.1% of portfolio›$2.2M
Blue Capital, Inc.49,118
1.3% of portfolio›$2.2M
Kelly Financial Services LLC48,673
0.5% of portfolio›$2.1M
Legacy Edge Advisors, LLC48,168
0.2% of portfolio›$2.1M
Creative Financial Designs Inc47,397
0.1% of portfolio›$2.1M
Latitude Advisors, LLC47,241
0.6% of portfolio›$2.1M
Signature Equity Partners, LLC46,758
0.7% of portfolio›$2.1M
Mosley Wealth Management45,378
0.6% of portfolio›$2.0M
Whipplewood Advisors, LLC44,764
1.3% of portfolio›$2.0M
Trust Point Inc.44,556
0.1% of portfolio›$2.0M
LiftPoint Family Wealth Advisors LLC42,668
1.3% of portfolio›$1.9M
Cap Partners, LLC41,885
0.8% of portfolio›$1.8M
Lpwm LLC41,822
0.4% of portfolio›$1.8M
Hoese & Co LLP41,074
1.2% of portfolio›$1.8M
Lockerman Financial Group, Inc.41,058
2.6% of portfolio›$1.8M
MSH Capital Advisors LLC40,870
0.3% of portfolio›$1.8M
Cooper Financial Group39,426
0.1% of portfolio›$1.7M
EverSource Wealth Advisors, LLC37,829
0.1% of portfolio›$1.7M
Braun-Bostich & Associates Inc.37,303
0.9% of portfolio›$1.6M
Omni 360 Wealth, Inc.36,996
0.7% of portfolio›$1.6M
MN Wealth Advisors, LLC36,520
0.7% of portfolio›$1.6M
Lloyd Advisory Services, Llc.35,901
0.6% of portfolio›$1.6M
Quartz Partners, LLC35,703
0.5% of portfolio›$1.6M
Wedbush Securities Inc35,260
0.0% of portfolio›$1.6K
Hutchens & Kramer Investment Management Group, LLC34,856
0.5% of portfolio›$1.5M
LCW Services, LLC34,292
0.6% of portfolio›$1.5M
Arwa LLC34,142
0.6% of portfolio›$1.5M
Robertson Stephens Wealth Management, LLC33,681
0.0% of portfolio›$1.5M
Farrell Financial LLC32,792
0.8% of portfolio›$1.4M
US Bancorp \de\32,553
0.0% of portfolio›$1.4M
Vested Financial Planning, LLC32,040
1.0% of portfolio›$1.4M
Caliber Wealth Management, LLC / KS31,757
0.1% of portfolio›$1.4M
Align Financial, LLC31,570
0.7% of portfolio›$1.4M
RCS Financial Planning, LLC31,280
0.7% of portfolio›$1.4M
Arcadia Wealth Management, LLC30,606
0.4% of portfolio›$1.3M
Raleigh Capital Management Inc.30,517
0.4% of portfolio›$1.3M
Clearstead Advisors, LLC30,494
0.0% of portfolio›$1.3M
Foster Group, Inc.30,326
0.0% of portfolio›$1.3M
Fulcrum Equity Management29,553
1.0% of portfolio›$1.3M
Spectrum Planning & Advisory Services Inc.29,549
0.6% of portfolio›$1.3M
Ascent Group, LLC29,467
0.0% of portfolio›$1.3M
Asempa Wealth Advisors29,197
1.0% of portfolio›$1.3M
Klaas Financial Asset Advisors, LLC28,580
0.2% of portfolio›$1.3M
Uptick Partners, LLC27,947
0.2% of portfolio›$1.2M
Aegis Wealth Management, Inc.27,721
0.7% of portfolio›$1.2M
Wealthcare Advisory Partners LLC27,655
0.0% of portfolio›$1.2M
Marino, Stram & Associates LLC27,220
0.2% of portfolio›$1.2M
Sowell Financial Services LLC26,453
0.0% of portfolio›$1.2M
Kingswood Wealth Advisors, LLC26,446
0.0% of portfolio›$1.2M
Stirlingshire Investments, Inc.25,919
0.8% of portfolio›$1.1M
Semus Wealth Partners LLC25,888
0.5% of portfolio›$1.1M
WBH Advisory Inc25,876
0.1% of portfolio›$1.1M
River's Edge Wealth Management, LLC25,749
1.0% of portfolio›$1.1M
Flagship Harbor Advisors, LLC25,581
0.0% of portfolio›$1.1M
Smart Wealth LLC25,558
0.2% of portfolio›$1.1M
Spinnaker Investment Group, LLC25,494
0.2% of portfolio›$1.1M
RCW Management, LLC24,980
1.0% of portfolio›$1.1M
ETF Portfolio Partners, Inc.24,935
0.3% of portfolio›$1.1M
LexAurum Advisors, LLC24,250
0.1% of portfolio›$1.1M
World Equity Group, Inc.24,163
0.4% of portfolio›$1.1M
Richardson Financial Services Inc.24,029
0.6% of portfolio›$1.1M
Kelly Financial Group LLC23,920
0.2% of portfolio›$1.1M
Northland Securities, Inc.23,908
0.6% of portfolio›$1.1M
Carmel Capital Partners, LLC23,871
0.4% of portfolio›$1.1M
Centennial Advisors, LLC23,852
1.3% of portfolio›$1.1M
Oregon Pacific Wealth Management, LLC23,710
1.0% of portfolio›$1.0M
PKS Advisory Services, LLC23,521
0.2% of portfolio›$1.1M
Keystone Wealth Services, LLC23,120
0.2% of portfolio›$1.0M
Accurate Wealth Management, LLC21,833
0.1% of portfolio›$964.8K
Heritage Family Offices, LLP21,825
0.3% of portfolio›$962.3K
International Assets Investment Management, LLC21,622
0.1% of portfolio›$952.0K
Stanich Group LLC21,107
0.4% of portfolio›$930.6K
Rose Capital Advisors LLC21,038
0.2% of portfolio›$927.6K
Andina Capital Management, LLC20,809
1.3% of portfolio›$917.5K
Davidson Trust Co20,771
0.4% of portfolio›$915.8K
Avantra Family Wealth, Inc.20,741
0.5% of portfolio›$914.5K
Linscomb Wealth, Inc.20,273
0.0% of portfolio›$893.9K
GC Wealth Management RIA, LLC20,070
0.0% of portfolio›$884.9K
Elevation Wealth Management LLC19,125
0.6% of portfolio›$843.2K
Riverbend Wealth Management, LLC18,712
0.4% of portfolio›$825.0K
Silverleafe Capital Partners, LLC18,635
0.2% of portfolio›$821.6K
Patton Albertson Miller Group, LLC18,619
0.1% of portfolio›$820.9K
Atwater Malick LLC18,598
0.2% of portfolio›$820.0K
BAM Wealth Management, LLC18,431
0.4% of portfolio›$812.6K
Midwest Financial Network, LLC18,249
0.5% of portfolio›$804.6K
Tsfg, LLC18,082
0.0% of portfolio›$797
Oppenheimer & Co Inc18,032
0.0% of portfolio›$795.0K
Gerber Kawasaki Wealth & Investment Management17,991
0.0% of portfolio›$793.2K
Western Financial Corp17,851
0.3% of portfolio›$787.0K
Essential Planning, Llc.17,581
0.2% of portfolio›$775.1K
SwitchPoint Financial Planning, LLC17,386
0.4% of portfolio›$766.5K
Cantor Fitzgerald Investment Advisors L.P.17,325
0.0% of portfolio›$763.9K
Petros Family Wealth, LLC17,268
0.4% of portfolio›$761.3K
Hill Island Financial LLC16,913
0.2% of portfolio›$745.7K
TrueWealth Advisors, LLC16,873
0.2% of portfolio›$743.9K
Citizens & Northern Corp16,439
0.2% of portfolio›$724.8K
Abner Herrman & Brock LLC16,436
0.0% of portfolio›$725
Flagstar Securities, Inc16,360
0.2% of portfolio›$721.3K
Prosperity Planning, Inc.16,213
0.2% of portfolio›$714.8K
MCF Advisors LLC16,157
0.0% of portfolio›$712.4K
Shira Ridge Wealth Management15,943
0.2% of portfolio›$702.9K
Schmidt P J Investment Management Inc15,727
0.1% of portfolio›$693.4K
Money Concepts Capital Corp15,535
0.0% of portfolio›$684.9K
LifeGoal Investments, LLC14,973
0.2% of portfolio›$660.2K
Key Capital Management, Inc14,904
0.2% of portfolio›$657.1K
HUB Investment Partners, LLC14,870
0.0% of portfolio›$655.6K
Insight Wealth Partners, LLC14,690
0.1% of portfolio›$647.7K
Syntegra Private Wealth Group, LLC14,620
0.0% of portfolio›$644.6K
Soltis Investment Advisors LLC14,341
0.0% of portfolio›$632.3K
Atlas Brown,Inc.14,091
0.2% of portfolio›$621.3K
Appleton Partners Inc14,058
0.0% of portfolio›$620
Ignite Planners, LLC13,840
0.1% of portfolio›$610.1K
StoneX Group Inc.13,810
0.0% of portfolio›$612.3K
Aspiriant, LLC13,803
0.0% of portfolio›$608.6K
A4 Wealth Advisors LLC13,530
0.4% of portfolio›$596.5K
True Private Wealth Advisors13,381
0.1% of portfolio›$590.0K
Islay Capital Management, LLC13,355
0.3% of portfolio›$588.8K
Daymark Wealth Partners, LLC13,213
0.0% of portfolio›$582.6K
Twelve Points Wealth Management LLC13,172
0.1% of portfolio›$591.6K
Wealth Group Ltd13,102
0.1% of portfolio›$575.8K
PUREfi Wealth, LLC13,093
0.3% of portfolio›$577.3K
Opal Wealth Advisors, LLC13,067
0.1% of portfolio›$576.1K
Shepherd Street Advisors LLC13,060
0.5% of portfolio›$576.6K
Cahaba Wealth Management, Inc.13,035
0.0% of portfolio›$574.7K
Evergreen Capital Management LLC12,989
0.0% of portfolio›$572.7K
Beacon Financial Group12,946
0.1% of portfolio›$570.8K
Roger Wittlin Investment Advisory, LLC12,804
0.4% of portfolio›$564.6K
Valpey Financial Services, LLC12,703
0.3% of portfolio›$560.1K
Detalus Advisors, LLC12,662
0.1% of portfolio›$558.3K
Citizens Financial Group Inc12,477
0.0% of portfolio›$550.1K
Davidson Investment Advisors12,365
0.0% of portfolio›$545.2K
Phillips Financial Management, LLC12,007
0.0% of portfolio›$529.4K
Sanchez Gaunt Capital Management, LLC11,892
0.3% of portfolio›$524.3K
Kingdom Financial Group Llc.11,863
0.1% of portfolio›$523.0K
Axxcess Wealth Management, LLC11,693
0.0% of portfolio›$515.6K
Trinity Wealth Management, LLC11,679
0.2% of portfolio›$514.9K
Victory Financial Group, LLC11,588
0.0% of portfolio›$510.9K
Entrewealth, LLC11,357
0.2% of portfolio›$500.7K
Clark Asset Management, LLC11,185
0.0% of portfolio›$493.1K
Independent Wealth Network Inc.11,000
0.1% of portfolio›$485.0K
Bayshore Capital Advisors, LLC10,423
0.2% of portfolio›$459.6K
HB Wealth Management, LLC10,375
0.0% of portfolio›$457.4K
TFB Advisors LLC10,331
0.2% of portfolio›$455.5K
Ridgeline Wealth, LLC9,932
0.2% of portfolio›$438.9K
Ethos Capital Management, Inc.9,847
0.3% of portfolio›$434.2K
Midwest Trust Co9,826
0.0% of portfolio›$433.2K
Silverlake Wealth Management LLC9,813
0.1% of portfolio›$432.6K
Tarbox Family Office, Inc.9,768
0.1% of portfolio›$430.7K
Novem Group9,563
0.0% of portfolio›$421.6K
Intelligence Driven Advisers, LLC9,420
0.1% of portfolio›$415.3K
Cogent Private Wealth, Inc.9,147
0.2% of portfolio›$403.3K
Lanark Financial, Inc.9,038
0.0% of portfolio›$398.5K
Tenet Wealth Partners, LLC9,010
0.3% of portfolio›$397.3K
Tennessee Valley Asset Management Partners8,735
0.0% of portfolio›$385.1K
Trilogy Capital Inc.8,650
0.0% of portfolio›$381.4K
180 Wealth Advisors, LLC8,601
0.0% of portfolio›$379.2K
Montgomery Financial Services LLC8,556
0.3% of portfolio›$377.2K
Family Capital Trust Co8,502
0.1% of portfolio›$374.9K
Financial Partners Group, Inc8,492
0.0% of portfolio›$374.4K
Facet Wealth, Inc.8,413
0.0% of portfolio›$370.9K
Indivisible Partners8,217
0.0% of portfolio›$362.3K
Evolution Wealth Management Inc.8,135
0.2% of portfolio›$358.7K
Avion Wealth8,067
0.5% of portfolio›$355.0K
Dynamic Advisor Solutions LLC8,048
0.0% of portfolio›$354.8K
Crestwood Advisors Group, LLC7,952
0.0% of portfolio›$350.6K
Krilogy Financial LLC7,945
0.0% of portfolio›$350.8K
Acorn Creek Capital LLC7,849
0.1% of portfolio›$346.0K
TCP Asset Management, LLC7,818
0.0% of portfolio›$343.6K
Partners Wealth Management, LLC7,776
0.0% of portfolio›$342.8K
SeaCrest Wealth Management, LLC7,725
0.0% of portfolio›$340.6K
Koshinski Asset Management, Inc.7,663
0.0% of portfolio›$337.9K
TD Private Client Wealth LLC7,555
0.0% of portfolio›$333.1K
Fisher Asset Management, LLC7,554
0.0% of portfolio›$333.1K
Bdfs Capital LLC7,504
0.2% of portfolio›$330.9K
SC&H Financial Advisors, Inc.7,192
0.0% of portfolio›$317.1K
TD Waterhouse Canada Inc.7,059
0.0% of portfolio›$310.7K
Global Financial Private Client, LLC7,044
0.1% of portfolio›$310.6K
Foguth Wealth Management, Llc.6,851
0.0% of portfolio›$304.7K
Meridian Wealth Management, LLC6,666
0.0% of portfolio›$293.9K
ETF Store, Inc.6,569
0.2% of portfolio›$289.6K
AdvisorNet Financial, Inc6,391
0.0% of portfolio›$282.7K
Flagship Private Wealth, LLC6,340
0.1% of portfolio›$279.5K
Fulton Breakefield Broenniman LLC6,274
0.0% of portfolio›$276.6K
Stewardship Advisors, LLC6,249
0.1% of portfolio›$275.5K
City State Bank6,187
0.1% of portfolio›$272.8K
Yankcom Partnership6,107
0.1% of portfolio›$269.3K
Arlington Trust Co LLC6,066
0.0% of portfolio›$267.5K
Advisor OS, LLC5,960
0.0% of portfolio›$262.8K
Interchange Capital Partners, LLC5,935
0.0% of portfolio›$261.7K
Pinnacle Bancorp, Inc.5,923
0.1% of portfolio›$261.1K
Acorn Financial Advisory Services Inc5,804
0.0% of portfolio›$255.9K
Plan Group Financial, LLC5,799
0.1% of portfolio›$257.6K
Noesis Capital Mangement Corp5,789
0.0% of portfolio›$255.2K
Diversified Enterprises, LLC5,725
0.0% of portfolio›$252.4K
Impact Capital Partners LLC5,625
0.1% of portfolio›$248.0K
Total Investment Management Inc5,599
0.0% of portfolio›$246.9K
Stevens Capital Partners5,543
0.0% of portfolio›$244.4K
Darden Wealth Group Inc5,487
0.1% of portfolio›$241.9K
Successful Portfolios LLC5,484
0.1% of portfolio›$240.9K
Ritholtz Wealth Management5,432
0.0% of portfolio›$239.5K
Wilmington Savings Fund Society, FSB5,344
0.0% of portfolio›$235.6K
Magnus Financial Group LLC5,215
0.0% of portfolio›$229.9K
Quad-Cities Investment Group, LLC5,146
0.1% of portfolio›$226.9K
Integrated Wealth Management5,130
0.2% of portfolio›$226.2K
Breakwater Investment Management5,098
0.1% of portfolio›$224.8K
Fairvoy Private Wealth, LLC5,096
0.0% of portfolio›$224.7K
Keenan, LLC4,952
0.1% of portfolio›$218.3K
XML Financial, LLC4,868
0.0% of portfolio›$214.6K
United Community Bank4,866
0.1% of portfolio›$214.5K
Central Trust Co4,851
0.0% of portfolio›$213.9K
Avior Wealth Management, LLC4,803
0.0% of portfolio›$211.8K
Farmers & Merchants Trust Co of Chambersburg PA4,799
0.0% of portfolio›$212
Lighthouse Financial LLC4,725
0.1% of portfolio›$208.3K
Chesley Taft & Associates LLC4,720
0.0% of portfolio›$208.1K
Quest 10 Wealth Builders, Inc.4,698
0.2% of portfolio›$207.1K
Investment Research Partners LLC4,684
0.1% of portfolio›$206.5K
Avail Investment Partners, LLC4,684
0.2% of portfolio›$206.5K
R. W. Roge & Company, Inc.4,656
0.6% of portfolio›$205.0K
Kathmere Capital Management, LLC4,651
0.0% of portfolio›$205.1K
Harbor Investment Advisory, LLC4,380
0.0% of portfolio›$193.1K
MidAtlantic Capital Management, Inc.3,867
0.1% of portfolio›$170.5K
Cullen T Bankers, Inc.3,644
0.0% of portfolio›$160.7K
Financial Management Professionals, Inc.3,243
0.0% of portfolio›$143.0K
Indiana Trust & Investment Management Co3,071
0.0% of portfolio›$135.4K
Key FInancial Inc2,899
0.0% of portfolio›$127.8K
UMB Private Wealth Management, LLC2,877
0.1% of portfolio›$126.8K
Finley Financial, LLC2,700
0.0% of portfolio›$118.9K
Thompson Investment Management, Inc.2,200
0.0% of portfolio›$97.0K
NBT Bank, N.A.2,168
0.0% of portfolio›$95.6K
Pinnacle Wealth Planning Services, Inc.1,849
0.0% of portfolio›$81.5K
Parkside Financial Bank & Trust1,779
0.0% of portfolio›$78.4K
Tompkins Financial Corp1,735
0.0% of portfolio›$76.5K
Jnba Financial Advisors1,579
0.0% of portfolio›$69.6K
Essential Partners LLC1,387
0.0% of portfolio›$61.2K
Birch Financial Group, LLC1,350
0.0% of portfolio›$59.5K
Russell Investments Group, Ltd.1,233
0.0% of portfolio›$54.3K
Nemes Rush Group LLC1,224
0.0% of portfolio›$54.0K
Larson Financial Group LLC1,209
0.0% of portfolio›$53.3K
MeadowBrook Investment Advisors LLC1,139
0.0% of portfolio›$51.0K
Independence Bank of Kentucky1,136
0.0% of portfolio›$50.1K
Transce3nd, LLC1,121
0.0% of portfolio›$49.8K
AlphaCore Capital LLC997
0.0% of portfolio›$44.0K
Reap Financial Group, LLC906
0.0% of portfolio›$39.9K
Buck Wealth Strategies, LLC801
0.0% of portfolio›$35.3K
Oakworth Capital, Inc.738
0.0% of portfolio›$32.5K
Silver Grove Financial Group, Inc.729
0.0% of portfolio›$32.1K
SJS Investment Consulting Inc.711
0.0% of portfolio›$31.3K
Abound Wealth Management705
0.0% of portfolio›$31.1K
Wells Financial Advisors Inc700
0.3% of portfolio›$30.9K
1620 Investment Advisors, Inc.688
0.0% of portfolio›$30.3K
Trust Co675
0.0% of portfolio›$29.8K
Collier Financial628
0.0% of portfolio›$27.7K
Advocate Investing Services LLC622
0.0% of portfolio›$27.4K
Team Financial Group, LLC601
0.0% of portfolio›$26.5K
GK Wealth Management LLC600
0.0% of portfolio›$26.5K
Compass Financial Management LLC510
0.0% of portfolio›$22.5K
Southern Michigan Bank & Trust500
0.0% of portfolio›$22.0K
Balentine LLC462
0.0% of portfolio›$20.4K
Clearstead Trust, LLC456
0.0% of portfolio›$20.1K
Investors Research Corp448
0.0% of portfolio›$19.8K
Valued Wealth Advisors LLC373
0.0% of portfolio›$16.4K
Roxbury Financial LLC348
0.0% of portfolio›$15.4K
First Financial Corp345
0.0% of portfolio›$15.2K
Gilpin Wealth Management, LLC337
0.0% of portfolio›$14.9K
Wolff Wiese Magana LLC337
0.0% of portfolio›$14.9K
Financial Perspectives, Inc314
0.0% of portfolio›$13.8K
Cranbrook Wealth Management, LLC312
0.0% of portfolio›$13.8K
Provident Wealth Management, LLC291
0.0% of portfolio›$12.8K
Hilltop National Bank289
0.0% of portfolio›$12.7K
First Bancorp, Inc276
0.0% of portfolio›$12.2K
Owl Creek Wealth Partners LLC272
0.0% of portfolio›$12.0K
Versant Capital Management, Inc233
0.0% of portfolio›$10.3K
Root Financial Partners, LLC230
0.0% of portfolio›$10.1K
Beacon Investment Advisory Services, Inc.217
0.0% of portfolio›$9.6K
Eastern Bank200
0.0% of portfolio›$8.8K
Caldwell Trust Co184
0.0% of portfolio›$8.1K
Bayban175
0.0% of portfolio›$8.1K
Jacobi Capital Management LLC174
0.0% of portfolio›$7.7K
Birchwood Financial Partners, Inc.157
0.0% of portfolio›$6.9K
City Holding Co151
0.0% of portfolio›$6.7K
UMB Bank, n.a.146
0.0% of portfolio›$6.4K
Center for Financial Planning, Inc.143
0.0% of portfolio›$6.3K
Rachor Investment Advisory Services, LLC140
0.0% of portfolio›$6.2K
Lynch Investment Planning, LLC129
0.0% of portfolio›$5.7K
Realta Investment Advisors106
0.0% of portfolio›$4.7K
Princeton Global Asset Management LLC96
0.0% of portfolio›$4.2K
United Financial Planning Group LLC93
0.0% of portfolio›$4.1K
Signaturefd, LLC85
0.0% of portfolio›$3.7K
Markowski Investments81
0.0% of portfolio›$3.6K
Burk Holdings LLC38
0.0% of portfolio›$1.7K
Archer Investment Corp20
0.0% of portfolio›$882
Salomon & Ludwin, LLC17
0.0% of portfolio›$750
Allspring Global Investments Holdings, LLC8
0.0% of portfolio›$352
Montag A & Associates Inc5
0.0% of portfolio›$221
Hoey Investments, Inc1
0.0% of portfolio›$45
Prairie Wealth Advisors, Inc.0
0.1% of portfolio›$235.7K
StyleTurnoverLocationFiled
LPL Financial LLC
77,339,331$3.4B0.7%IndexVery LowFort Mill, SC2026-11-06
Bank of New York Mellon Corp
18,441,673$813.1M0.1%CoreLowNew York, NY2026-11-05
Park Avenue Securities LLC
15,696,885$692.1K0.0%ETFMediumNew York, NY2026-10-26
SigFig Wealth Management, LLC
6,051,951$266.8M6.7%ETFLowSan Francisco, CA2026-10-07
Kestra Investment Management, LLC
5,560,977$245.2M4.7%ETFMediumAustin, TX2026-11-04
JB Capital LLC
4,325,678$190.7M6.5%ETFMediumWethersfield, CT2026-10-19
First Command Advisory Services, Inc.
4,280,757$188.7M1.0%IndexLowFort Worth, TX2026-11-05
Farther Finance Advisors, LLC
3,214,129$141.7M1.0%IndexLowSan Francisco, CA2026-10-08
Mason & Associates, LLC
3,031,334$133.7M27.5%ETFVery LowNewport News, VA2026-10-26
Truist Financial Corp
3,004,017$132.4M0.2%CoreLowCharlotte, NC2026-10-30
Sofi Wealth, LLC
2,685,798$118.4M4.6%ETFVery LowSan Francisco, CA2026-10-27
Thrivent Financial for Lutherans
2,624,238$115.6M0.4%GARPMediumMinneapolis, MN2026-11-05
Vise Technologies, Inc.
2,561,085$112.9M0.9%IndexLowNew York, NY2026-10-29
Cambridge Investment Research Advisors, Inc.
2,494,233$110.0K0.0%ETFLowFairfield, IA2026-11-02
Allworth Financial LP
2,434,284$112.3M0.4%IndexLowFolsom, CA2026-11-06
Kestra Advisory Services, LLC
2,423,130$106.8M0.3%CoreLowAustin, TX2026-11-02
Assetmark, Inc
2,246,102$99.0M0.2%ETFLowConcord, CA2026-10-21
Symmetry Partners, LLC
2,131,318$94.0M4.8%ETFLowGlastonbury, CT2026-10-27
Fifth Third Bancorp
2,121,715$93.5M0.2%IndexVery LowCincinnati, OH2026-11-05
Concurrent Investment Advisors, LLC
2,037,669$89.8M0.6%GrowthMediumTampa, FL2026-10-16
Compass Ion Advisors, LLC
1,881,906$83.0M7.0%ETFVery LowConshohocken, PA2026-10-23
Prime Capital Investment Advisors, LLC
1,779,222$78.4M0.8%ETFLowOverland Park, KS2026-10-20
Atria Investments, Inc
1,690,471$74.5M0.7%CoreMediumCharlotte, NC2026-10-15
Commonwealth Equity Services, LLC
1,664,867$73.4M0.1%ETFLowWaltham, MA2026-11-02
Heck Capital Advisors, LLC
1,659,822$73.2M4.0%ETFMediumRhinelander, WI2026-10-14
Stone House Investment Management, LLC
1,652,914$72.9M9.5%ETFMediumTunkhannock, PA2026-10-23
Univest Financial Corp
1,647,982$72.7M3.4%GrowthLowSouderton, PA2026-11-05
Apella Capital, LLC
1,626,651$71.6M0.9%ETFVery LowWest Hartford, CT2026-10-08
MLG Wealth Management DBA Pine Grove Financial Group
1,624,870$71.6M6.9%ETFMediumWoodbury, MN2026-10-13
Affinity Capital Advisors, LLC
1,616,979$71.4M8.3%ETFLowBerkeley, CA2026-10-13
Global Strategic Investment Solutions, LLC
1,608,183$70.9M6.2%ETFLowScottsdale, AZ2026-10-16
Baker Avenue Asset Management, LP
1,606,182$70.8M1.3%GrowthLowSan Francisco, CA2026-11-06
Pacific Capital Wealth Advisors, Inc.
1,597,732$70.4M10.1%ETFLowCorona, CA2026-10-22
Wealth Enhancement Advisory Services, LLC
1,512,432$66.8M0.1%CoreLowPlymouth, MN2026-10-13
PNC Financial Services Group, Inc.
1,476,361$65.1M0.0%GrowthVery LowPittsburgh, PA2026-11-06
MGO One Seven LLC
1,294,589$57.1M0.9%GrowthLowBeachwood, OH2026-10-28
Perigon Wealth Management, LLC
1,294,158$57.1M0.9%GrowthLowSan Francisco, CA2026-10-22
SteelPeak Wealth, LLC
1,291,212$56.9M1.4%GrowthHighWoodland Hills, CA2026-10-16
Integrity Alliance, Llc.
1,242,122$54.8M1.7%ETFMediumUrbandale, IA2026-10-29
Strategic Blueprint, LLC
1,225,991$54.1M2.6%ETFLowAtlanta, GA2026-10-22
Sharkey, Howes & Javer
1,200,991$53.0M6.4%ETFMediumDenver, CO2026-10-22
Stash Investments, LLC
1,200,766$52.9M15.5%ETFVery LowNew York, NY2026-10-26
Trek Financial, LLC
1,176,990$51.9M2.4%ETFHighScottsdale, AZ2026-10-29
Regions Financial Corp
1,176,094$51.9M0.3%CoreLowBirmingham, AL2026-11-05
Diversify Advisory Services, LLC
1,169,815$52.0M0.8%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
1,169,815$52.0M0.8%GrowthMediumSandy, UT2026-10-20
Horst & Graben Wealth Management LLC
1,154,896$50.9M6.6%ETFMediumPortland, OR2026-11-02
Avidian Wealth Enterprises, LLC
1,107,132$48.8M1.4%ETFLowHouston, TX2026-10-08
Johnson Bixby & Associates, LLC
1,106,135$48.8M5.3%ETFMediumVancouver, WA2026-10-14
One Advisory Partners, LLC
1,041,065$45.9M12.4%ETFMediumOverland Park, KS2026-10-22
Merit Financial Group, LLC
993,601$43.8M0.2%ETFLowAlpharetta, GA2026-11-06
Keybank National Association
978,319$43.1M0.1%CoreLowBrooklyn, OH2026-11-04
Spire Wealth Management
856,892$37.8M1.2%GrowthMediumMclean, VA2026-10-30
Brookstone Capital Management
856,353$37.8M0.4%ETFMediumWheaton, IL2026-10-22
Elevation Wealth Partners, LLC
820,424$36.2M10.2%ETFLowWalnut Creek, CA2026-10-07
Bay Harbor Wealth Management, LLC
724,429$31.9M7.3%ETFMediumHunt Valley, MD2026-11-03
Simplicity Wealth,LLC
722,797$31.9M0.9%ETFLowSummit, NJ2026-10-23
Blue Trust, Inc.
721,120$31.8M0.3%ETFLowBrentwood, TN2026-10-15
Skyline Advisors, Inc.
699,879$30.9M9.6%ETFMediumBellingham, WA2026-11-03
Citigroup Inc
682,119$30.1M0.0%CoreMediumNew York, NY2026-11-04
Landmark Wealth Management, Inc.
681,861$30.1M10.0%ETFLowNormal, IL2026-11-04
KWB Wealth
667,944$29.4M2.5%ETFMediumRedlands, CA2026-10-16
Compound Planning, Inc.
657,099$29.0M0.7%CoreLowNew York, NY2026-11-05
Apollon Wealth Management, LLC
620,602$27.4M0.3%GrowthLowMount Pleasant, SC2026-10-23
West Wealth Group, LLC
615,223$27.1M4.2%ETFMediumIrvine, CA2026-10-14
CFS Investment Advisory Services, LLC
605,150$26.6M1.7%ETFMediumTotowa, NJ2026-10-19
Sovran Advisors, LLC
576,615$25.8M1.8%ETFMediumSan Diego, CA2026-11-02
Apeiron RIA LLC
557,270$24.5M5.6%ETFMediumDallas, TX2026-10-08
Hoxton Planning & Management, LLC
521,252$23.0M5.9%ETFLowShepherdstown, WV2026-10-15
Elevated Financial Group LLC
499,211$22.0M6.2%ETFMediumIndianapolis, IN2026-10-16
Claro Advisors Inc.
478,913$21.1M2.1%CoreLowBoston, MA2026-11-02
Creative Planning
470,581$20.7M0.0%IndexVery LowOverland Park, KS2026-11-02
Endeavor Private Wealth, Inc.
439,797$19.4M4.7%ETFMediumTopeka, KS2026-11-05
Financial Life Advisors
433,116$19.1M5.4%ETFLowSan Antonio, TX2026-10-14
Cornerstone Planning Group LLC
391,984$17.3M2.1%ETFMediumFairfield, NJ2026-10-16
Csenge Advisory Group
380,514$16.8M0.7%ETFMediumClearwater, FL2026-11-04
SWP Financial LLC
359,494$15.9M7.3%ETFMediumEncinitas, CA2026-10-23
Firestone Capital Management
357,428$15.8M2.9%ETFVery LowSouth Miami, FL2026-11-03
VestGen Advisors, LLC
355,600$15.7M0.5%GrowthMediumChicago, IL2026-10-27
Worth Asset Management, LLC
355,511$15.7M4.6%ETFHighDallas, TX2026-10-07
Ashton Thomas Securities, LLC
354,544$15.6M1.7%ETFMediumRochester, NY2026-10-26
Focus Financial Network, Inc.
354,210$15.6M0.5%ETFLowMinneapolis, MN2026-10-14
Advus Financial Partners, LLC
343,410$15.1M4.3%ETFLowWinter Park, FL2026-10-20
Lodestar Private Asset Management LLC
341,938$15.1M1.3%ETFLowAlamo, CA2026-10-26
Ascentis Independent Advisors
328,551$14.5M0.9%ETFLowDallas, TX2026-11-03
Security Financial Services, Inc.
325,467$14.3M1.9%ETFMediumFort Wayne, IN2026-10-29
TSA Wealth Managment LLC
319,212$14.1M3.9%ETFMediumHouston, TX2026-10-22
D.A. Davidson & Co.
312,575$13.8M0.1%CoreLowGreat Falls, MT2026-10-28
Ashton Thomas Private Wealth, LLC
309,758$13.7M0.3%CoreMediumScottsdale, AZ2026-11-03
One Wealth Capital Management, LLC
305,122$13.5M5.0%GrowthMediumScottsdale, AZ2026-10-23
Alterna Wealth Management, Inc
292,557$12.9M7.2%ETFMediumHouston, TX2026-10-27
Elevation Point Wealth Partners, LLC
289,941$12.8M0.2%CoreHighDenver, CO2026-11-05
Parr Mcknight Wealth Management Group, LLC
286,432$12.6M1.5%CoreMediumMinneapolis, MN2026-10-30
Beacon Capital Management, LLC
282,347$12.4M1.7%ETFMediumFranklin, TN2026-10-23
Galvin, Gaustad & Stein, LLC
270,678$11.9M0.9%CoreMediumScottsdale, AZ2026-10-08
Polaris Investment Advisors, LLC
268,828$11.9M7.6%ETFMediumFramingham, MA2026-10-20
Cypress Wealth Services, LLC
265,040$11.7M1.4%ETFLowPalm Desert, CA2026-10-21
PFG Advisors
257,772$11.4M0.6%ETFMediumPhoenix, AZ2026-10-16
Centurion Wealth Management LLC
257,150$11.3M2.7%ETFMediumMclean, VA2026-10-13
Balefire, LLC
256,862$11.3M1.8%ETFMediumDallas, TX2026-10-09
Atlatl Advisers LLC
256,179$11.3M2.7%Agg GrowthHighMadison, WI2026-10-22
Leslie Global Wealth, LLC
255,645$11.3M4.2%ETFLowItasca, IL2026-10-26
Armor Investment Advisors, LLC
254,665$11.2M3.7%ETFLowRaleigh, NC2026-10-27
Newport Capital Group, LLC
251,806$11.4M7.6%ETFHighRed Bank, NJ2026-10-16
Legacy Wealth Partners, LLC
250,124$11.0M2.4%ETFHighLakewood, CO2026-10-15
Lido Advisors, LLC
248,740$11.0M0.0%GrowthLowLos Angeles, CA2026-11-04
Client 1ST Advisory Group, LLC
246,079$10.8M2.8%ETFVery LowDunedin, FL2026-10-19
Tanager Wealth Management LLP
245,100$10.8M0.9%ETFLowGoring On Thames, United Kingdom2026-10-19
Integrity Advisory Solutions, LLC
225,703$10.0M1.0%ETFMediumDallas, TX2026-10-29
Sagespring Wealth Partners, LLC
223,477$9.9M0.1%ETFLowFranklin, TN2026-10-22
J.M. Arbour, LLC
220,375$9.7M7.8%CoreHighGardiner, ME2026-11-05
Pinion Investment Advisors, LLC
216,732$9.6M1.7%ETFLowWichita, KS2026-11-04
Quattro Financial Advisors LLC
211,891$9.3M1.9%ETFMediumMontgomery, TX2026-10-15
Portfolio Resources Advisor Group, Inc.
210,044$9.3M7.7%ETFMediumCoral Gables, FL2026-10-20
Verus Capital Partners, LLC
208,654$9.2M0.5%GrowthLowScottsdale, AZ2026-11-03
New Capital Management LP
207,159$9.1M2.0%ETFVery LowHouston, TX2026-10-29
B. Riley Wealth Advisors, Inc.
200,845$8.9M0.3%GrowthLowMemphis, TN2026-10-13
Diversified Portfolios, Inc.
199,534$8.8M0.6%ETFLowBloomfield Hills, MI2026-11-04
Bensler, LLC
195,540$8.6M0.8%MomentumMediumBellevue, WA2026-11-05
BCU Wealth Advisors, LLC
189,424$8.4M2.7%ETFLowVernon Hills, IL2026-10-16
Independent Financial Group, LLC
186,096$8.2M0.1%GrowthLowSan Diego, CA2026-10-13
Orgel Wealth Management, LLC
184,975$8.2M0.2%ETFMediumAltoona, WI2026-10-14
Rossby Financial, LCC
183,640$8.1M1.2%ETFMediumMelbourne, FL2026-11-05
PCG Asset Management, LLC
181,366$8.0M5.7%ETFVery LowGladstone, NJ2026-11-05
Royal Fund Management, LLC
172,673$7.6M0.6%GrowthMediumLady Lake, FL2026-10-22
Patriot Financial Group Insurance Agency, LLC
167,130$7.4M0.7%GrowthLowWalpole, MA2026-10-14
Swmg, LLC
165,541$7.4M1.6%ETFMediumFort Worth, TX2026-10-23
Two West Capital Advisors LLC
165,324$7.3M3.6%ETFLowOverland Park, KS2026-10-15
Xena Financial Planning, LLC
163,176$7.2M6.9%ETFVery LowPortland, OR2026-10-13
SAX Wealth Advisors, LLC
162,383$7.2M0.2%ETFVery LowParsippany, NJ2026-10-13
Randall & Associates Wealth Management
162,150$7.1M4.3%ETFMediumButler, PA2026-10-20
JFS Wealth Advisors, LLC
159,312$7.0M0.4%ETFVery LowHermitage, PA2026-11-03
Valley National Advisers Inc
153,441$6.8M0.7%ETFLowBethlehem, PA2026-10-23
Lifelong Wealth Advisors, Inc.
150,425$6.6M1.5%ETFLowArden Hills, MN2026-10-19
Alliance Private Wealth, LLC
149,129$6.6M2.4%ETFVery LowNorth Reading, MA2026-10-20
CoreCap Advisors, LLC
147,578$6.5M0.2%ETFMediumSouthfield, MI2026-10-08
Absolute Capital Management, LLC
138,135$6.1M1.4%ETFMediumPittsburgh, PA2026-10-16
First Heartland Consultants, Inc.
136,140$6.0M0.4%ETFMediumLake St. Louis, MO2026-10-08
Forte Asset Management LLC
135,849$6.0M2.4%ETFLowBedford, NY2026-10-13
FFG Retirement Advisors LLC
135,811$6.0M3.2%ETFMediumCentennial, CO2026-10-20
WealthPLAN Partners, LLC
134,855$5.9M1.1%CoreMediumOmaha, NE2026-10-15
Asset One Wealth Management LLC
133,081$5.9M0.5%GrowthLowBellevue, WA2026-11-02
Parallel Advisors, LLC
130,863$5.8M0.1%IndexLowSan Francisco, CA2026-11-03
Westside Investment Management, Inc.
129,210$5.7M0.7%GrowthLowSanta Monica, CA2026-11-02
Entrust Financial LLC
127,136$5.6M2.7%ETFLowWayne, PA2026-11-04
Balance Wealth Partners LLC
124,744$5.5M1.3%ETFMediumWorthington, OH2026-10-27
Able Wealth Management LLC
123,844$5.4M1.2%ETFMediumToms River, NJ2026-10-13
Retirement Wealth Solutions LLC
122,211$5.4M2.8%ETFLowMarshfield, WI2026-10-07
RFG Advisory, LLC
121,669$5.4M0.1%ETFMediumBirmingham, AL2026-11-03
Equity Wealth Partners, LLC
121,173$5.3M1.8%ETFVery LowIndependence, MO2026-10-26
IFP Advisors, Inc
121,053$5.3M0.1%GrowthLowTampa, FL2026-10-16
Saxony Capital Management, LLC
119,177$5.3M2.2%ETFMediumSt. Louis, MO2026-10-15
Tempus Wealth Planning, LLC
118,913$5.2M1.0%ETFMediumIrvine, CA2026-10-14
ASL Financial, LLC
118,598$5.2M3.6%ETFVery LowLos Gatos, CA2026-10-15
WealthPoint Financial, LLC
117,584$5.2M3.7%ETFMediumCramerton, NC2026-11-03
Clear Creek Financial Management, LLC
117,393$5.2M0.4%ETFMediumSilverdale, WA2026-10-28
Range Financial Group LLC
117,348$5.2M1.4%GARPMediumTigard, OR2026-10-21
XY Planning Network, Inc.
114,223$5.0M0.5%ETFLowBozeman, MT2026-10-14
Cassilly Financial Group LLC
113,563$5.0M3.4%ETFLowSeverna Park, MD2026-10-07
Gen-Wealth Partners Inc
108,321$4.8M1.3%CoreLowZeeland, MI2026-11-04
Leonard Rickey Investment Advisors P.L.L.C.
105,345$4.6M0.7%ETFLowYakima, WA2026-10-29
B.O.S.S. Retirement Advisors, LLC
104,417$4.6M1.3%ETFMediumLehi, UT2026-10-26
Savant Capital, LLC
102,076$4.5M0.0%IndexVery LowRockford, IL2026-11-06
Fragasso Financial Advisors Inc
101,744$4.5M0.2%ETFLowSewickley, PA2026-10-13
Aspire Private Capital, LLC
100,904$4.4M0.9%ETFMediumCornelius, NC2026-11-05
Columbus Macro, LLC
99,430$4.4M0.4%YieldMediumNew Castle, PA2026-10-14
BOS Asset Management, LLC
98,552$4.3M1.0%ETFLowSpringfield, IL2026-10-09
Maia Wealth LLC
97,502$4.3M0.6%ETFMediumDenver, CO2026-10-19
Signature Estate & Investment Advisors LLC
93,943$4.1M0.1%ETFMediumLos Angeles, CA2026-10-13
White Lighthouse Investment Management Inc.
93,479$4.1M0.5%ETFVery LowBedford, MA2026-10-21
Strategy Asset Managers LLC
93,376$4.1M0.6%CoreLowPasadena, CA2026-10-14
OpenArc Corporate Advisory, LLC
93,025$4.1M0.0%GrowthLowAtlanta, GA2026-10-21
Targeted Financial Services LLC
91,968$4.1M3.0%ETFLowSeminole, FL2026-10-19
J.W. Cole Advisors, Inc.
91,856$4.0M0.1%IndexLowTampa, FL2026-11-05
TMB Capital Partners, LLC
90,325$4.0M1.2%MomentumMediumLittle Rock, AR2026-10-20
Prospera Financial Services Inc
90,155$4.0M0.1%CoreMediumDallas, TX2026-11-04
Genesis Private Wealth, LLC
89,043$3.9M1.1%ETFLowAshburn, VA2026-11-02
Pines Wealth Management, LLC
87,862$3.9M1.1%GrowthLowSouthern Pines, NC2026-10-21
Montecito Bank & Trust
84,275$3.7M0.6%GrowthVery LowSanta Barbara, CA2026-10-01
Signal Advisors Wealth, LLC
83,804$3.7M0.2%ETFLowDetroit, MI2026-10-13
Renasant Bank
82,934$3.7M2.5%CoreMediumTupelo, MS2026-11-05
Kestra Private Wealth Services, LLC
82,455$3.6M0.0%GrowthLowAustin, TX2026-11-06
Fifth Third Securities, Inc.
81,750$3.6M0.2%ETFLowCincinnati, OH2026-10-21
Worth Financial Advisory Group, LLC
81,279$3.6M1.5%GrowthVery LowCharlotte, NC2026-10-19
Centerline Wealth Advisors, LLC
81,175$3.6M1.1%ETFHighLouisville, KY2026-10-15
RDA Financial Network
77,772$3.4M0.7%GrowthMediumAkron, IA2026-10-15
Professional Financial Advisors, LLC
76,142$3.4M0.6%ETFMediumNorth Platte, NE2026-10-13
FC Advisory LLC
74,677$3.3M0.9%ETFVery LowWest Chester, PA2026-10-05
Capital Investment Advisory Services, LLC
74,218$3.3M0.2%CoreMediumRaleigh, NC2026-10-30
Merited Wealth, LLC
73,263$3.2M2.2%ETFMediumNorth Bay Village, FL2026-10-13
Hobbs Wealth Management, LLC
72,681$3.2M2.6%ETFLowZionsville, IN2026-10-20
FWG Investments, Llc.
72,485$3.2M1.5%ETFMediumLexington, KY2026-11-03
Seneca Financial Advisors LLC
71,870$3.2M0.8%ETFLowRochester, NY2026-10-28
Private Trust Co NA
69,716$3.1M0.2%CoreLowCleveland, OH2026-10-20
W Advisors, LLC
69,600$3.1M1.3%CoreLowGermantown, TN2026-11-02
Merkkuri Wealth Advisors LLC
69,046$3.0M1.9%ETFMediumHicksville, NY2026-11-03
Capital Square, LLC
68,027$3.0M1.3%YieldMediumAthens, TN2026-10-19
Mather Group, Llc.
67,416$3.0M0.0%ETFMediumChicago, IL2026-10-14
Ascentis Wealth Management, LLC
67,132$3.0M0.5%Agg GrowthLowDallas, TX2026-11-03
Fiscal Wisdom Wealth Management, LLC
67,016$3.0M3.5%ETFMediumCanton, CT2026-10-16
Apollon Financial, LLC
66,864$2.9M0.3%ETFVery LowMount Pleasant, SC2026-10-23
Visionary Horizons, LLC
66,178$2.9M1.2%ETFLowKnoxville, TN2026-10-22
Archer Investment Management, LLC
65,973$2.9M0.9%ETFHighAustin, TX2026-10-13
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
65,959$2.9M0.1%ETFMediumWestlake, OH2026-10-14
LifeSteps Financial, Inc.
65,858$2.9M1.4%ETFLowClaremont, CA2026-10-15
Sigma Planning Corp
65,573$2.9M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Cape Investment Advisory, Inc.
65,067$2.9M0.7%ETFLowMcdonough, GA2026-10-13
Secure Asset Management, LLC
64,953$2.9M0.4%GrowthMediumTroy, MI2026-10-19
KFA Private Wealth Group, LLC
64,371$2.8M0.7%ETFLowTysons, VA2026-10-07
Advisory Solutions Group, LLC
64,143$2.8M0.6%ETFN/APlymouth, MN2026-10-14
M Holdings Securities, Inc.
63,814$2.8K0.0%ETFHighPortland, OR2026-11-03
Davenport & Co LLC
63,518$2.8M0.0%CoreMediumRichmond, VA2026-10-14
Sutton Place Investors LLC
63,371$2.8M1.3%ETFLowArmonk, NY2026-10-20
Sculati Wealth Management, LLC
62,797$2.8M0.9%CoreLowBloomfield Hills, MI2026-10-19
Sound Income Strategies, LLC
62,692$2.8M0.1%YieldMediumFt Lauderdale, FL2026-10-09
Beacon Financial Advisory LLC
60,228$2.7M0.5%ETFLowCleveland, OH2026-10-16
Moneywise, Inc.
60,159$2.7M2.5%ETFMediumForest, VA2026-10-30
Firethorn Wealth Partners, LLC
59,547$2.6M0.8%ETFLowAugusta, GA2026-10-14
Parkway Wealth Management Group, LLC
59,529$2.6M0.3%ETFHighPlano, TX2026-10-20
Kroeger Financial Partners
59,433$2.6M2.6%ETFN/AGrass Valley, CA2026-10-19
Golden State Wealth Management, LLC
58,276$2.6M0.2%ETFMediumSanta Ana, CA2026-11-02
Life Planning Partners, Inc
58,023$2.6M2.0%ETFVery LowJacksonville, FL2026-10-28
LifeWealth Investments, LLC
57,950$2.6M0.7%ETFMediumWinter Garden, FL2026-10-21
Nations Financial Group Inc,
57,222$2.5M0.1%CoreLowCedar Rapids, IA2026-11-05
BridgePort Financial Solutions, LLC
55,833$2.5M0.6%ETFLowFairfield, IA2026-11-02
Cyndeo Wealth Partners, LLC
55,163$2.4M0.1%CoreMediumSt. Petersburg, FL2026-10-16
Patriot Investment Management Group, Inc.
54,987$2.4M0.1%ETFVery LowKnoxville, TN2026-10-15
Americana Partners, LLC
54,542$2.4M0.1%CoreMediumHouston, TX2026-10-28
LongView Wealth Management
53,269$2.3M0.6%ETFLowAtlanta, GA2026-10-19
Wealthstar Advisors, LLC
53,125$2.3M0.7%ETFMediumPlano, TX2026-10-19
Legacy Advisory Services, LLC
52,283$2.3M1.7%ETFMediumExton, PA2026-10-20
Daviman Financial, LLC
52,282$2.3M1.3%ETFHighFishers, IN2026-11-06
Central Pacific Bank - Trust Division
52,166$2.3M0.2%CoreMediumHonolulu, HI2026-10-06
Zenith Solutions, Inc.
50,622$2.2M2.0%ETFN/APhiladelphia, PA2026-10-19
Madson Wealth Advisors Inc
50,179$2.2M1.5%ETFLowSanta Rosa, CA2026-10-13
Triad Wealth Partners, LLC
49,412$2.2M0.1%ETFMediumLawrence, KS2026-10-26
Blue Capital, Inc.
49,118$2.2M1.3%CoreHighOmaha, NE2026-10-13
Kelly Financial Services LLC
48,673$2.1M0.5%ETFMediumBraintree, MA2026-10-20
Legacy Edge Advisors, LLC
48,168$2.1M0.2%ETFVery LowSyosset, NY2026-11-06
Creative Financial Designs Inc
47,397$2.1M0.1%ETFMediumKokomo, IN2026-11-04
Latitude Advisors, LLC
47,241$2.1M0.6%ETFLowYorkville, IL2026-10-27
Signature Equity Partners, LLC
46,758$2.1M0.7%GrowthMediumColumbus, OH2026-10-29
Mosley Wealth Management
45,378$2.0M0.6%ETFHighAnaheim, CA2026-10-16
Whipplewood Advisors, LLC
44,764$2.0M1.3%ETFLowLittleton, CO2026-10-20
Trust Point Inc.
44,556$2.0M0.1%CoreMediumLa Crosse, WI2026-10-27
LiftPoint Family Wealth Advisors LLC
42,668$1.9M1.3%ETFMediumFar Hills, NJ2026-11-03
Cap Partners, LLC
41,885$1.8M0.8%ETFLowFranklin, TN2026-10-19
Lpwm LLC
41,822$1.8M0.4%ETFMediumMinneapolis, MN2026-10-20
Hoese & Co LLP
41,074$1.8M1.2%ETFLowGlencoe, MN2026-10-21
Lockerman Financial Group, Inc.
41,058$1.8M2.6%ETFMediumNewport Beach, CA2026-10-19
MSH Capital Advisors LLC
40,870$1.8M0.3%CoreLowScottsdale, AZ2026-11-03
Cooper Financial Group
39,426$1.7M0.1%GrowthMediumIrvine, CA2026-10-07
EverSource Wealth Advisors, LLC
37,829$1.7M0.1%CoreMediumBirmingham, AL2026-11-04
Braun-Bostich & Associates Inc.
37,303$1.6M0.9%ETFMediumCanonsburg, PA2026-10-20
Omni 360 Wealth, Inc.
36,996$1.6M0.7%ETFLowPlainsboro, NJ2026-10-13
MN Wealth Advisors, LLC
36,520$1.6M0.7%ETFMediumOverland Park, KS2026-10-23
Lloyd Advisory Services, Llc.
35,901$1.6M0.6%ETFVery HighSuwanee, GA2026-11-02
Quartz Partners, LLC
35,703$1.6M0.5%GARPMediumSaratoga Springs, NY2026-11-03
Wedbush Securities Inc
35,260$1.6K0.0%CoreLowPasadena, CA2026-10-22
Hutchens & Kramer Investment Management Group, LLC
34,856$1.5M0.5%ETFLowIndianapolis, IN2026-10-16
LCW Services, LLC
34,292$1.5M0.6%ETFLowVirginia Beach, VA2026-10-21
Arwa LLC
34,142$1.5M0.6%ETFMediumFort Worth, TX2026-10-21
Robertson Stephens Wealth Management, LLC
33,681$1.5M0.0%ETFMediumSan Francisco, CA2026-10-16
Farrell Financial LLC
32,792$1.4M0.8%ETFVery LowOrchard Park, NY2026-10-16
US Bancorp \de\
32,553$1.4M0.0%IndexLowMinneapolis, MN2026-11-05
Vested Financial Planning, LLC
32,040$1.4M1.0%ETFMediumSan Carlos, CA2026-10-28
Caliber Wealth Management, LLC / KS
31,757$1.4M0.1%ETFLowOverland Park, KS2026-11-04
Align Financial, LLC
31,570$1.4M0.7%ETFVery LowHermantown, MN2026-10-16
RCS Financial Planning, LLC
31,280$1.4M0.7%ETFMediumAnnapolis, MD2026-10-14
Arcadia Wealth Management, LLC
30,606$1.3M0.4%ETFLowManchester, NH2026-10-22
Raleigh Capital Management Inc.
30,517$1.3M0.4%CoreMediumCary, NC2026-10-28
Clearstead Advisors, LLC
30,494$1.3M0.0%ETFLowCleveland, OH2026-11-06
Foster Group, Inc.
30,326$1.3M0.0%ETFVery LowUrbandale, IA2026-10-13
Fulcrum Equity Management
29,553$1.3M1.0%GrowthHighPlano, TX2026-10-21
Spectrum Planning & Advisory Services Inc.
29,549$1.3M0.6%ETFMediumSan Diego, CA2026-11-05
Ascent Group, LLC
29,467$1.3M0.0%CoreLowVirginia Beach, VA2026-10-30
Asempa Wealth Advisors
29,197$1.3M1.0%ETFLowBaton Rouge, LA2026-10-07
Klaas Financial Asset Advisors, LLC
28,580$1.3M0.2%ETFVery LowLoves Park, IL2026-10-19
Uptick Partners, LLC
27,947$1.2M0.2%ETFLowNacogdoches, TX2026-11-04
Aegis Wealth Management, Inc.
27,721$1.2M0.7%ETFMediumGuthrie Center, IA2026-10-26
Wealthcare Advisory Partners LLC
27,655$1.2M0.0%ETFLowWest Chester, PA2026-10-21
Marino, Stram & Associates LLC
27,220$1.2M0.2%ETFVery LowBraintree, MA2026-10-22
Sowell Financial Services LLC
26,453$1.2M0.0%CoreLowNorth Little Rock, AR2026-10-23
Kingswood Wealth Advisors, LLC
26,446$1.2M0.0%GrowthLowSan Diego, CA2026-10-23
Stirlingshire Investments, Inc.
25,919$1.1M0.8%ETFMediumNew York, NY2026-11-05
Semus Wealth Partners LLC
25,888$1.1M0.5%GrowthLowBoca Raton, FL2026-10-22
WBH Advisory Inc
25,876$1.1M0.1%ETFLowBaltimore, MD2026-11-05
River's Edge Wealth Management, LLC
25,749$1.1M1.0%ETFVery LowBeaver, PA2026-10-19
Flagship Harbor Advisors, LLC
25,581$1.1M0.0%ETFMediumBoston, MA2026-10-26
Smart Wealth LLC
25,558$1.1M0.2%ETFHighOmaha, NE2026-11-04
Spinnaker Investment Group, LLC
25,494$1.1M0.2%ETFLowNewport Beach, CA2026-10-13
RCW Management, LLC
24,980$1.1M1.0%ETFVery LowJacksonville, FL2026-10-30
ETF Portfolio Partners, Inc.
24,935$1.1M0.3%ETFVery LowLeawood, KS2026-10-22
LexAurum Advisors, LLC
24,250$1.1M0.1%ETFLowOverland Park, KS2026-10-19
World Equity Group, Inc.
24,163$1.1M0.4%GrowthMediumSchaumburg, IL2026-10-14
Richardson Financial Services Inc.
24,029$1.1M0.6%GrowthMediumMedway, MA2026-10-30
Kelly Financial Group LLC
23,920$1.1M0.2%ETFLowWethersfield, CT2026-10-16
Northland Securities, Inc.
23,908$1.1M0.6%ETFLowMinneapolis, MN2026-11-02
Carmel Capital Partners, LLC
23,871$1.1M0.4%ValueMediumSan Diego, CA2026-11-03
Centennial Advisors, LLC
23,852$1.1M1.3%ETFHighAustin, TX2026-10-21
Oregon Pacific Wealth Management, LLC
23,710$1.0M1.0%ETFMediumMedford, OR2026-10-20
PKS Advisory Services, LLC
23,521$1.1M0.2%ETFMediumAlbany, NY2026-10-26
Keystone Wealth Services, LLC
23,120$1.0M0.2%ETFHighPalm Desert, CA2026-11-03
Accurate Wealth Management, LLC
21,833$964.8K0.1%CoreMediumWesley Chapel, FL2026-10-20
Heritage Family Offices, LLP
21,825$962.3K0.3%GrowthHighScottsdale, AZ2026-11-02
International Assets Investment Management, LLC
21,622$952.0K0.1%CoreVery HighOrlando, FL2026-11-02
Stanich Group LLC
21,107$930.6K0.4%ETFVery LowMontauk, NY2026-10-16
Rose Capital Advisors LLC
21,038$927.6K0.2%ETFN/AMiami Beach, FL2026-11-04
Andina Capital Management, LLC
20,809$917.5K1.3%ETFMediumLogan, UT2026-10-21
Davidson Trust Co
20,771$915.8K0.4%CoreLowSeattle, WA2026-10-09
Avantra Family Wealth, Inc.
20,741$914.5K0.5%CoreMediumMechanicsburg, PA2026-10-20
Linscomb Wealth, Inc.
20,273$893.9K0.0%ETFLowHouston, TX2026-11-05
GC Wealth Management RIA, LLC
20,070$884.9K0.0%GrowthMediumCambridge, MA2026-11-02
Elevation Wealth Management LLC
19,125$843.2K0.6%Agg GrowthLowEden Prairie, MN2026-11-02
Riverbend Wealth Management, LLC
18,712$825.0K0.4%GrowthLowMyrtle Beach, SC2026-10-15
Silverleafe Capital Partners, LLC
18,635$821.6K0.2%CoreMediumGermantown, TN2026-10-02
Patton Albertson Miller Group, LLC
18,619$820.9K0.1%CoreLowChattanooga, TN2026-10-26
Atwater Malick LLC
18,598$820.0K0.2%CoreLowLancaster, PA2026-10-15
BAM Wealth Management, LLC
18,431$812.6K0.4%ETFHighLakewood, CO2026-10-15
Midwest Financial Network, LLC
18,249$804.6K0.5%ETFHighTinley Park, IL2026-10-13
Tsfg, LLC
18,082$7970.0%ETFLowLake Forest, IL2026-10-23
Oppenheimer & Co Inc
18,032$795.0K0.0%CoreLowNew York, NY2026-10-26
Gerber Kawasaki Wealth & Investment Management
17,991$793.2K0.0%ETFLowSanta Monica, CA2026-10-29
Western Financial Corp
17,851$787.0K0.3%MomentumHighSan Diego, CA2026-10-14
Essential Planning, Llc.
17,581$775.1K0.2%ETFLowPortsmouth, NH2026-10-21
SwitchPoint Financial Planning, LLC
17,386$766.5K0.4%ETFVery LowLehi, UT2026-11-02
Cantor Fitzgerald Investment Advisors L.P.
17,325$763.9K0.0%YieldLowNew York, NY2026-10-21
Petros Family Wealth, LLC
17,268$761.3K0.4%GrowthMediumBloomington, MN2026-10-28
Hill Island Financial LLC
16,913$745.7K0.2%ETFLowGrand Rapids, MI2026-10-20
TrueWealth Advisors, LLC
16,873$743.9K0.2%ETFMediumBirmingham, AL2026-10-09
Citizens & Northern Corp
16,439$724.8K0.2%CoreLowWellsboro, PA2026-11-06
Abner Herrman & Brock LLC
16,436$7250.0%GARPLowJersey City, NJ2026-10-20
Flagstar Securities, Inc
16,360$721.3K0.2%ETFVery LowNew York, NY2026-10-15
Prosperity Planning, Inc.
16,213$714.8K0.2%ETFVery LowNorth Kansas City, MO2026-10-09
MCF Advisors LLC
16,157$712.4K0.0%ETFLowLexington, KY2026-10-28
Shira Ridge Wealth Management
15,943$702.9K0.2%ETFLowLarkspur, CA2026-10-09
Schmidt P J Investment Management Inc
15,727$693.4K0.1%GrowthVery LowCedarburg, WI2026-11-02
Money Concepts Capital Corp
15,535$684.9K0.0%ETFMediumPalm Beach Gardens, FL2026-11-06
LifeGoal Investments, LLC
14,973$660.2K0.2%ETFLowSaratoga Springs, NY2026-10-09
Key Capital Management, Inc
14,904$657.1K0.2%ETFMediumHendersonville, Tn 37075, TN2026-11-03
HUB Investment Partners, LLC
14,870$655.6K0.0%GrowthLowAustin, TX2026-11-03
Insight Wealth Partners, LLC
14,690$647.7K0.1%ETFLowPlano, TX2026-10-26
Syntegra Private Wealth Group, LLC
14,620$644.6K0.0%ETFLowChesterfield, MO2026-10-13
Soltis Investment Advisors LLC
14,341$632.3K0.0%CoreMediumSt. George, UT2026-10-28
Atlas Brown,Inc.
14,091$621.3K0.2%GrowthLowLouisville, KY2026-10-09
Appleton Partners Inc
14,058$6200.0%GrowthLowBoston, MA2026-10-30
Ignite Planners, LLC
13,840$610.1K0.1%CoreLowSan Clemente, CA2026-10-14
StoneX Group Inc.
13,810$612.3K0.0%ETFMediumNew York, NY2026-11-03
Aspiriant, LLC
13,803$608.6K0.0%ETFVery LowLos Angeles, CA2026-10-16
A4 Wealth Advisors LLC
13,530$596.5K0.4%ETFHighHuntersville, NC2026-10-20
True Private Wealth Advisors
13,381$590.0K0.1%ETFMediumSalem, OR2026-10-19
Islay Capital Management, LLC
13,355$588.8K0.3%ETFMediumLubbock, TX2026-10-20
Daymark Wealth Partners, LLC
13,213$582.6K0.0%CoreLowCincinnati, OH2026-11-04
Twelve Points Wealth Management LLC
13,172$591.6K0.1%ETFMediumConcord, MA2026-11-03
Wealth Group Ltd
13,102$575.8K0.1%ETFLowEden Prairie, MN2026-10-07
PUREfi Wealth, LLC
13,093$577.3K0.3%GrowthMediumBoston, MA2026-10-19
Opal Wealth Advisors, LLC
13,067$576.1K0.1%ETFLowJericho, NY2026-10-16
Shepherd Street Advisors LLC
13,060$576.6K0.5%GrowthLowLarkspur, CA2026-10-21
Cahaba Wealth Management, Inc.
13,035$574.7K0.0%ETFVery LowAtlanta, GA2026-10-26
Evergreen Capital Management LLC
12,989$572.7K0.0%GARPMediumBellevue, WA2026-10-23
Beacon Financial Group
12,946$570.8K0.1%ETFMediumDallas, TX2026-10-19
Roger Wittlin Investment Advisory, LLC
12,804$564.6K0.4%ETFLowSan Francisco, CA2026-10-19
Valpey Financial Services, LLC
12,703$560.1K0.3%ETFVery LowConcord, NH2026-10-30
Detalus Advisors, LLC
12,662$558.3K0.1%ETFLowSt. Louis, MO2026-10-15
Citizens Financial Group Inc
12,477$550.1K0.0%GrowthLowProvidence, RI2026-10-23
Davidson Investment Advisors
12,365$545.2K0.0%CoreLowGreat Falls, MT2026-10-20
Phillips Financial Management, LLC
12,007$529.4K0.0%ETFVery LowFort Wayne, IN2026-10-19
Sanchez Gaunt Capital Management, LLC
11,892$524.3K0.3%ETFN/AReno, NV2026-11-03
Kingdom Financial Group Llc.
11,863$523.0K0.1%ETFMediumPeoria, AZ2026-11-04
Axxcess Wealth Management, LLC
11,693$515.6K0.0%CoreLowCarlsbad, CA2026-10-21
Trinity Wealth Management, LLC
11,679$514.9K0.2%ETFMediumBerwyn, PA2026-10-13
Victory Financial Group, LLC
11,588$510.9K0.0%ETFLowAustin, TX2026-10-27
Entrewealth, LLC
11,357$500.7K0.2%ETFLowAustin, TX2026-10-14
Clark Asset Management, LLC
11,185$493.1K0.0%ETFVery LowStratham, NH2026-10-19
Independent Wealth Network Inc.
11,000$485.0K0.1%ETFMediumUrbandale, IA2026-10-19
Bayshore Capital Advisors, LLC
10,423$459.6K0.2%YieldMediumTampa, FL2026-11-02
HB Wealth Management, LLC
10,375$457.4K0.0%IndexVery LowAtlanta, GA2026-10-23
TFB Advisors LLC
10,331$455.5K0.2%ETFLowOverland Park, KS2026-11-02
Ridgeline Wealth, LLC
9,932$438.9K0.2%ETFVery LowMesa, AZ2026-10-14
Ethos Capital Management, Inc.
9,847$434.2K0.3%GrowthHighNewtown, PA2026-11-03
Midwest Trust Co
9,826$433.2K0.0%CoreLowOverland Park, KS2026-10-22
Silverlake Wealth Management LLC
9,813$432.6K0.1%ETFLowWilliston, VT2026-10-21
Tarbox Family Office, Inc.
9,768$430.7K0.1%ETFVery LowNewport Beach, CA2026-10-23
Novem Group
9,563$421.6K0.0%ETFMediumRochester, NY2026-10-19
Intelligence Driven Advisers, LLC
9,420$415.3K0.1%ETFLowCarlsbad, CA2026-10-09
Cogent Private Wealth, Inc.
9,147$403.3K0.2%ETFMediumOrlando, FL2026-11-06
Lanark Financial, Inc.
9,038$398.5K0.0%CoreMediumBirmingham, AL2026-10-26
Tenet Wealth Partners, LLC
9,010$397.3K0.3%ETFN/AChampaign, IL2026-10-19
Tennessee Valley Asset Management Partners
8,735$385.1K0.0%ETFLowKnoxville, TN2026-11-03
Trilogy Capital Inc.
8,650$381.4K0.0%ETFMediumIrvine, CA2026-10-20
180 Wealth Advisors, LLC
8,601$379.2K0.0%CoreLowFederal Way, WA2026-11-03
Montgomery Financial Services LLC
8,556$377.2K0.3%ETFN/AOcean City, MD2026-11-03
Family Capital Trust Co
8,502$374.9K0.1%CoreLowPeabody, MA2026-10-22
Financial Partners Group, Inc
8,492$374.4K0.0%ETFLowOverland Park, KS2026-10-19
Facet Wealth, Inc.
8,413$370.9K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Indivisible Partners
8,217$362.3K0.0%GrowthMediumClearwater, FL2026-10-26
Evolution Wealth Management Inc.
8,135$358.7K0.2%ETFMediumFort Myers, FL2026-10-28
Avion Wealth
8,067$355.0K0.5%ETFLowThe Woodlands, TX2026-11-04
Dynamic Advisor Solutions LLC
8,048$354.8K0.0%ETFLowPhoenix, AZ2026-10-13
Crestwood Advisors Group, LLC
7,952$350.6K0.0%GrowthLowBoston, MA2026-10-27
Krilogy Financial LLC
7,945$350.8K0.0%GrowthLowSt. Louis, MO2026-10-13
Acorn Creek Capital LLC
7,849$346.0K0.1%ETFLowFort Collins, CO2026-11-05
TCP Asset Management, LLC
7,818$343.6K0.0%ETFLowUpper Arlington, OH2026-10-14
Partners Wealth Management, LLC
7,776$342.8K0.0%CoreLowCarmel By The Sea, CA2026-10-28
SeaCrest Wealth Management, LLC
7,725$340.6K0.0%GrowthLowPurchase, NY2026-10-21
Koshinski Asset Management, Inc.
7,663$337.9K0.0%ETFLowDecatur, IL2026-10-29
TD Private Client Wealth LLC
7,555$333.1K0.0%ETFLowNew York, NY2026-10-28
Fisher Asset Management, LLC
7,554$333.1K0.0%CoreLowPlano, TX2026-11-06
Bdfs Capital LLC
7,504$330.9K0.2%ETFLowRehoboth Beach, DE2026-10-14
SC&H Financial Advisors, Inc.
7,192$317.1K0.0%ETFVery LowHunt Valley, MD2026-10-14
TD Waterhouse Canada Inc.
7,059$310.7K0.0%CoreLowToronto, Australia2026-10-16
Global Financial Private Client, LLC
7,044$310.6K0.1%GrowthLowSarasota, FL2026-10-15
Foguth Wealth Management, Llc.
6,851$304.7K0.0%ETFHighBrighton, MI2026-10-19
Meridian Wealth Management, LLC
6,666$293.9K0.0%GrowthLowLexington, KY2026-11-05
ETF Store, Inc.
6,569$289.6K0.2%ETFVery LowOverland Park, KS2026-10-19
AdvisorNet Financial, Inc
6,391$282.7K0.0%ETFLowMinnetonka, MN2026-10-15
Flagship Private Wealth, LLC
6,340$279.5K0.1%ETFLowWoburn, MA2026-11-05
Fulton Breakefield Broenniman LLC
6,274$276.6K0.0%GrowthLowBethesda, MD2026-11-03
Stewardship Advisors, LLC
6,249$275.5K0.1%ETFMediumMount Joy, PA2026-10-20
City State Bank
6,187$272.8K0.1%GrowthVery LowNorwalk, IA2026-10-20
Yankcom Partnership
6,107$269.3K0.1%CoreVery LowYankton, SD2026-10-15
Arlington Trust Co LLC
6,066$267.5K0.0%ETFMediumBirmingham, AL2026-10-20
Advisor OS, LLC
5,960$262.8K0.0%ETFMediumChicago, IL2026-11-03
Interchange Capital Partners, LLC
5,935$261.7K0.0%GrowthLowPittsburgh, PA2026-10-28
Pinnacle Bancorp, Inc.
5,923$261.1K0.1%CoreVery LowBeatrice, NE2026-10-21
Acorn Financial Advisory Services Inc
5,804$255.9K0.0%ETFMediumReston, VA2026-11-02
Plan Group Financial, LLC
5,799$257.6K0.1%ETFMediumOklahoma City, OK2026-10-22
Noesis Capital Mangement Corp
5,789$255.2K0.0%CoreVery LowBoca Raton, FL2026-10-26
Diversified Enterprises, LLC
5,725$252.4K0.0%ETFVery LowWilmington, DE2026-10-19
Impact Capital Partners LLC
5,625$248.0K0.1%GrowthLowGreenwood Village, CO2026-10-22
Total Investment Management Inc
5,599$246.9K0.0%ETFLowScottsdale, AZ2026-10-22
Stevens Capital Partners
5,543$244.4K0.0%ETFVery LowOmaha, NE2026-10-29
Darden Wealth Group Inc
5,487$241.9K0.1%MomentumLowAnn Arbor, MI2026-11-06
Successful Portfolios LLC
5,484$240.9K0.1%CoreVery LowClearwater, FL2026-10-09
Ritholtz Wealth Management
5,432$239.5K0.0%IndexLowNew York, NY2026-11-05
Wilmington Savings Fund Society, FSB
5,344$235.6K0.0%CoreLowWilmington, DE2026-10-23
Magnus Financial Group LLC
5,215$229.9K0.0%ETFLowNew York, NY2026-10-21
Quad-Cities Investment Group, LLC
5,146$226.9K0.1%CoreLowDavenport, IA2026-10-16
Integrated Wealth Management
5,130$226.2K0.2%ETFHighUniontown, OH2026-10-19
Breakwater Investment Management
5,098$224.8K0.1%ETFLowSeattle, WA2026-10-20
Fairvoy Private Wealth, LLC
5,096$224.7K0.0%GrowthMediumBirmingham, AL2026-10-19
Keenan, LLC
4,952$218.3K0.1%ETFLowBoston, MA2026-10-23
XML Financial, LLC
4,868$214.6K0.0%ETFLowBethesda, MD2026-10-29
United Community Bank
4,866$214.5K0.1%CoreLowGreenville, SC2026-10-28
Central Trust Co
4,851$213.9K0.0%CoreLowJefferson City, MO2026-11-05
Avior Wealth Management, LLC
4,803$211.8K0.0%ETFMediumOmaha, NE2026-10-13
Farmers & Merchants Trust Co of Chambersburg PA
4,799$2120.0%GARPLowChambersburg, PA2026-10-14
Lighthouse Financial LLC
4,725$208.3K0.1%Agg GrowthLowLargo, FL2026-10-23
Chesley Taft & Associates LLC
4,720$208.1K0.0%CoreLowChicago, IL2026-10-13
Quest 10 Wealth Builders, Inc.
4,698$207.1K0.2%ETFLowFuquay-Varina, VA2026-11-02
Investment Research Partners LLC
4,684$206.5K0.1%CoreLowLemont, PA2026-10-19
Avail Investment Partners, LLC
4,684$206.5K0.2%CoreMediumLemont, PA2026-10-16
R. W. Roge & Company, Inc.
4,656$205.0K0.6%ETFVery LowBohemia, NY2026-11-04
Kathmere Capital Management, LLC
4,651$205.1K0.0%ETFLowWayne, PA2026-10-20
Harbor Investment Advisory, LLC
4,380$193.1K0.0%GrowthLowLutherville, MD2026-10-13
MidAtlantic Capital Management, Inc.
3,867$170.5K0.1%ETFVery LowRichmond, VA2026-11-05
Cullen T Bankers, Inc.
3,644$160.7K0.0%GrowthLowSan Antonio, TX2026-10-28
Financial Management Professionals, Inc.
3,243$143.0K0.0%ETFMediumAustin, TX2026-10-23
Indiana Trust & Investment Management Co
3,071$135.4K0.0%GrowthLowMishawaka, IN2026-10-22
Key FInancial Inc
2,899$127.8K0.0%ETFLowWest Chester, PA2026-11-02
UMB Private Wealth Management, LLC
2,877$126.8K0.1%GrowthN/AKansas City, MO2026-10-19
Finley Financial, LLC
2,700$118.9K0.0%ETFVery LowLas Vegas, NV2026-10-28
Thompson Investment Management, Inc.
2,200$97.0K0.0%ValueMediumMadison, WI2026-10-14
NBT Bank, N.A.
2,168$95.6K0.0%CoreLowNorwich, NY2026-10-21
Pinnacle Wealth Planning Services, Inc.
1,849$81.5K0.0%GARPLowMansfield, OH2026-10-27
Parkside Financial Bank & Trust
1,779$78.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
Tompkins Financial Corp
1,735$76.5K0.0%CoreLowIthaca, NY2026-10-05
Jnba Financial Advisors
1,579$69.6K0.0%ETFMediumBloomington, MN2026-11-03
Essential Partners LLC
1,387$61.2K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Birch Financial Group, LLC
1,350$59.5K0.0%CoreLowKeene, NH2026-10-27
Russell Investments Group, Ltd.
1,233$54.3K0.0%CoreLowSeattle, WA2026-11-06
Nemes Rush Group LLC
1,224$54.0K0.0%CoreVery LowNovi, MI2026-11-04
Larson Financial Group LLC
1,209$53.3K0.0%GrowthLowSt Louis, MO2026-11-05
MeadowBrook Investment Advisors LLC
1,139$51.0K0.0%CoreLowLivonia, MI2026-10-29
Independence Bank of Kentucky
1,136$50.1K0.0%GrowthLowOwensboro, KY2026-10-26
Transce3nd, LLC
1,121$49.8K0.0%GrowthLowBuda, TX2026-10-26
AlphaCore Capital LLC
997$44.0K0.0%ETFLowLa Jolla, CA2026-11-04
Reap Financial Group, LLC
906$39.9K0.0%ETFLowAustin, TX2026-11-02
Buck Wealth Strategies, LLC
801$35.3K0.0%ValueMediumDenver, CO2026-10-28
Oakworth Capital, Inc.
738$32.5K0.0%ETFLowBirmingham, AL2026-10-26
Silver Grove Financial Group, Inc.
729$32.1K0.0%CoreMediumOrchard Park, NY2026-11-05
SJS Investment Consulting Inc.
711$31.3K0.0%ETFVery LowSylvania, OH2026-10-26
Abound Wealth Management
705$31.1K0.0%ETFVery LowFranklin, TN2026-10-26
Wells Financial Advisors Inc
700$30.9K0.3%ETFVery LowFramingham, MA2026-11-02
1620 Investment Advisors, Inc.
688$30.3K0.0%ValueLowPlymouth, MA2026-11-04
Trust Co
675$29.8K0.0%ETFVery LowManhattan, KS2026-10-09
Collier Financial
628$27.7K0.0%ETFLowDenver, CO2026-11-06
Advocate Investing Services LLC
622$27.4K0.0%ETFLowWoodbine, MD2026-10-26
Team Financial Group, LLC
601$26.5K0.0%ETFLowTemecula, CA2026-10-30
GK Wealth Management LLC
600$26.5K0.0%GARPVery HighReno, NV2026-10-09
Compass Financial Management LLC
510$22.5K0.0%CoreN/ATampa, FL2026-10-30
Southern Michigan Bank & Trust
500$22.0K0.0%ETFLowColdwater, MI2026-10-19
Balentine LLC
462$20.4K0.0%ETFLowAtlanta, GA2026-11-03
Clearstead Trust, LLC
456$20.1K0.0%GrowthLowPortland, ME2026-11-06
Investors Research Corp
448$19.8K0.0%ETFLowAtlanta, GA2026-10-07
Valued Wealth Advisors LLC
373$16.4K0.0%IndexVery LowHolladay, UT2026-11-05
Roxbury Financial LLC
348$15.4K0.0%CoreVery LowMount Arlington, NJ2026-10-01
First Financial Corp
345$15.2K0.0%CoreVery LowTerre Haute, IN2026-10-13
Gilpin Wealth Management, LLC
337$14.9K0.0%GrowthLowDenver, CO2026-10-09
Wolff Wiese Magana LLC
337$14.9K0.0%GrowthLowCarslbad, CA2026-10-15
Financial Perspectives, Inc
314$13.8K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Cranbrook Wealth Management, LLC
312$13.8K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
Provident Wealth Management, LLC
291$12.8K0.0%ETFVery LowBrentwood, TN2026-10-20
Hilltop National Bank
289$12.7K0.0%CoreLowCasper, WY2026-10-14
First Bancorp, Inc
276$12.2K0.0%ValueVery LowDamariscotta, ME2026-10-26
Owl Creek Wealth Partners LLC
272$12.0K0.0%IndexLowGreenwood Village, CO2026-10-20
Versant Capital Management, Inc
233$10.3K0.0%GARPLowPhoenix, AZ2026-10-02
Root Financial Partners, LLC
230$10.1K0.0%ETFMediumEncinitas, CA2026-10-21
Beacon Investment Advisory Services, Inc.
217$9.6K0.0%GrowthLowMorristown, NJ2026-10-13
Eastern Bank
200$8.8K0.0%GrowthMediumBoston, MA2026-10-05
Caldwell Trust Co
184$8.1K0.0%GrowthLowVenice, FL2026-10-30
Bayban
175$8.1K0.0%ValueLowBayport, MN2026-11-05
Jacobi Capital Management LLC
174$7.7K0.0%CoreLowPittston, PA2026-11-05
Birchwood Financial Partners, Inc.
157$6.9K0.0%ETFVery LowBloomington, MN2026-11-02
City Holding Co
151$6.7K0.0%CoreLowCharleston, WV2026-10-19
UMB Bank, n.a.
146$6.4K0.0%CoreLowKansas City, MO2026-11-06
Center for Financial Planning, Inc.
143$6.3K0.0%ETFLowSouthfied, MI2026-10-26
Rachor Investment Advisory Services, LLC
140$6.2K0.0%ETFVery LowLinden, MI2026-10-29
Lynch Investment Planning, LLC
129$5.7K0.0%ETFLowNewtown Square, PA2026-10-27
Realta Investment Advisors
106$4.7K0.0%GrowthMediumWilmington, DE2026-10-14
Princeton Global Asset Management LLC
96$4.2K0.0%GrowthLowPrinceton, NJ2026-10-21
United Financial Planning Group LLC
93$4.1K0.0%ETFHighHauppauge, NY2026-11-04
Signaturefd, LLC
85$3.7K0.0%IndexLowAtlanta, GA2026-10-23
Markowski Investments
81$3.6K0.0%ETFN/ATampa, FL2026-10-30
Burk Holdings LLC
38$1.7K0.0%ETFVery LowTulsa, OK2026-11-05
Archer Investment Corp
20$8820.0%CoreMediumCarmel, IN2026-11-05
Salomon & Ludwin, LLC
17$7500.0%ETFVery LowRichmond, VA2026-10-29
Allspring Global Investments Holdings, LLC
8$3520.0%CoreMediumCharlotte, NC2026-11-04
Montag A & Associates Inc
5$2210.0%CoreLowAtlanta, GA2026-10-29
Hoey Investments, Inc
1$450.0%Agg GrowthLowCoatesville, PA2026-10-29
Prairie Wealth Advisors, Inc.
0$235.7K0.1%CoreVery LowOmaha, NE2026-10-29