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Ishares Core Msci DEV Mkts (IDEV)

CUSIP: 46435G326 | NYSE | 1217 institutional holders

Quarters

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

Creative Planning18,452,311
0.9% of portfolio›$1.7B
Citigroup Inc5,199,604
0.2% of portfolio›$465.3M
MCF Advisors LLC2,602,918
8.3% of portfolio›$232.9M
Bank of Finland2,258,855
14.6% of portfolio›$202.1M
Assetmark, Inc1,673,505
0.3% of portfolio›$149.7M
Fund Evaluation Group, LLC1,647,302
3.5% of portfolio›$147.4M
Auto-Owners Insurance Co1,522,000
4.3% of portfolio›$136.2M
TFC Financial Management, Inc.1,361,174
13.6% of portfolio›$121.8M
Capital Asset Advisory Services LLC1,318,710
4.0% of portfolio›$117.6M
Nixon Peabody Trust Co1,114,184
6.5% of portfolio›$99.7M
Foster Group, Inc.797,757
1.9% of portfolio›$71.4M
Commonwealth Equity Services, LLC630,981
0.1% of portfolio›$56.5M
Riversedge Advisors, LLC620,887
6.8% of portfolio›$55.6M
Cornerstone Wealth Group, LLC587,963
3.0% of portfolio›$52.6M
Arrow Financial Corp572,476
4.7% of portfolio›$51.2M
Amarillo National Bank571,281
8.2% of portfolio›$51.1M
Financial Planning Navigators Corp571,031
18.6% of portfolio›$51.1M
Standpoint Asset Management, LLC507,300
8.8% of portfolio›$45.4M
Acropolis Investment Management, LLC459,425
1.7% of portfolio›$41.1M
Stockman Wealth Management, Inc.444,685
4.1% of portfolio›$39.8M
Veery Capital, LLC440,132
10.5% of portfolio›$39.4M
Signature Estate & Investment Advisors LLC427,803
0.7% of portfolio›$38.3M
Ddfg, Inc411,959
7.3% of portfolio›$36.9M
AAF Wealth Management, LLC411,957
13.4% of portfolio›$36.9M
Cambridge Investment Research Advisors, Inc.409,996
0.0% of portfolio›$36.7K
Conrad Siegel Investment Advisors, Inc.369,253
5.3% of portfolio›$33.0M
Sterling Capital Management LLC340,298
0.6% of portfolio›$30.4M
Fortitude Family Office, LLC340,029
5.2% of portfolio›$30.4M
MBL Wealth, LLC339,615
1.8% of portfolio›$30.4M
Crestwood Advisors Group, LLC313,397
0.4% of portfolio›$28.0M
AdvisorNet Financial, Inc298,958
1.2% of portfolio›$26.5M
Mueller Wealth, LLC295,422
16.8% of portfolio›$26.4M
Kondo Wealth Advisors, Inc.292,723
8.7% of portfolio›$26.2M
Kestra Advisory Services, LLC289,146
0.1% of portfolio›$25.9M
Able Financial Group, LLC285,046
4.0% of portfolio›$25.5M
Aerodigm Wealth, LLC275,688
8.5% of portfolio›$24.7M
Allegiance Financial Group Advisory Services LLC274,512
4.0% of portfolio›$24.6M
Northwest Wealth Management, LLC267,447
3.1% of portfolio›$23.9M
Truist Financial Corp263,741
0.0% of portfolio›$23.6M
Citizens Financial Group Inc263,621
0.3% of portfolio›$23.6M
Columbus Macro, LLC242,532
2.1% of portfolio›$21.7M
Vision Capital Management, Inc.237,191
2.4% of portfolio›$21.2M
Relyea Zuckerberg Hanson LLC233,099
1.7% of portfolio›$20.9M
Global Strategic Investment Solutions, LLC227,169
1.8% of portfolio›$20.3M
Founders Financial Securities LLC221,707
1.0% of portfolio›$19.8M
Squire Investment Management Company, LLC215,664
4.5% of portfolio›$19.3M
Bank of New York Mellon Corp215,545
0.0% of portfolio›$19.3M
Kestra Private Wealth Services, LLC208,345
0.2% of portfolio›$18.6M
Courier Capital LLC202,991
0.9% of portfolio›$18.2M
Missouri Trust & Investment Co199,678
4.8% of portfolio›$17.9M
Friday Financial199,509
3.5% of portfolio›$17.7M
rebel Financial LLC196,860
7.2% of portfolio›$17.6M
Crane Advisory, LLC194,159
2.5% of portfolio›$17.4M
Peirce Capital Management, LLC190,515
6.3% of portfolio›$17.0M
Premier Path Wealth Partners, LLC182,530
1.9% of portfolio›$16.3M
Accelerate Investment Advisors LLC181,902
9.1% of portfolio›$16.3M
Aspirean Wealth, LLC177,916
14.6% of portfolio›$15.9M
Oak Root LLC171,318
1.7% of portfolio›$15.3M
Heritage Investment Group, Inc.170,686
2.1% of portfolio›$15.3M
Solstein Capital, LLC152,239
4.8% of portfolio›$13.6M
Wealth Enhancement Advisory Services, LLC149,032
0.0% of portfolio›$13.2M
Family Wealth Partners, LLC148,939
4.0% of portfolio›$13.3M
Alliance Private Wealth, LLC148,592
4.9% of portfolio›$13.3M
First National Bank Sioux Falls145,838
4.0% of portfolio›$13.0M
Green Ridge Wealth Planning LLC145,148
5.2% of portfolio›$13.0M
Brady Martz Wealth Solutions, LLC143,861
1.9% of portfolio›$12.9M
True North Advisors, LLC143,819
1.0% of portfolio›$12.9M
Tenzing Financial LLC142,883
8.6% of portfolio›$12.7M
JGP Wealth Management, LLC140,783
1.1% of portfolio›$12.6M
Prism Planning Partners LLC139,545
11.9% of portfolio›$12.5M
Convergence Financial, LLC138,709
1.7% of portfolio›$12.4M
Aspiriant, LLC137,499
0.3% of portfolio›$12.3M
LTS Liquid Investments LLC137,075
3.7% of portfolio›$12.3M
Sterling Manor Financial, LLC135,998
7.0% of portfolio›$12.2M
Brown Wealth Management, LLC134,582
2.6% of portfolio›$12.0M
First Security Investment Management, Inc.134,440
9.8% of portfolio›$12.0M
Integrity Alliance, Llc.131,642
0.4% of portfolio›$11.8M
Klaas Financial Asset Advisors, LLC131,350
1.5% of portfolio›$11.8M
Peterson Wealth Advisors, LLC128,339
1.3% of portfolio›$11.5M
Sagespring Wealth Partners, LLC127,660
0.2% of portfolio›$11.4M
Norris Perne & French LLP119,900
0.5% of portfolio›$10.7M
FAI Advisors, Inc.119,633
4.2% of portfolio›$10.7M
Nova R Wealth, Inc.118,227
3.1% of portfolio›$10.6M
National Wealth Management Group, LLC116,888
3.0% of portfolio›$10.5M
Elevation Point Wealth Partners, LLC115,467
0.2% of portfolio›$10.3M
Legacy Private Trust Co.110,211
0.5% of portfolio›$9.9M
MBA Advisors LLC108,928
3.2% of portfolio›$9.7M
Steele Capital Management, Inc.108,444
0.4% of portfolio›$9.7M
Kaufman Rossin Wealth, LLC105,600
3.8% of portfolio›$9.4M
Simplicity Wealth,LLC103,202
0.3% of portfolio›$9.2M
Nolet Wealth Management, LLC100,894
5.0% of portfolio›$9.0M
Resonant Capital Advisors, LLC96,992
0.4% of portfolio›$8.7M
Wedmont Private Capital95,637
0.2% of portfolio›$8.5M
Perigon Wealth Management, LLC91,241
0.1% of portfolio›$8.2M
Omni 360 Wealth, Inc.89,289
3.6% of portfolio›$8.0M
Compass Wealth Management, LLC88,768
3.1% of portfolio›$7.9M
Patriot Investment Management Group, Inc.87,006
0.5% of portfolio›$7.8M
Concurrent Investment Advisors, LLC85,937
0.1% of portfolio›$7.7M
Higgins & Schmidt Wealth Strategies LLC85,328
3.1% of portfolio›$7.6M
Alps Advisors Inc84,580
0.0% of portfolio›$7.6M
David J Yvars Group84,024
3.5% of portfolio›$7.5M
Worth Asset Management, LLC83,575
2.2% of portfolio›$7.5M
Old National Bancorp82,727
0.1% of portfolio›$7.4M
HMV Wealth Advisors, LLC82,107
2.8% of portfolio›$7.3M
CogentBlue Wealth Advisors, LLC78,365
6.5% of portfolio›$7.0M
Cantor Fitzgerald Investment Advisors L.P.75,670
0.4% of portfolio›$6.8M
Midwest Trust Co73,271
0.1% of portfolio›$6.6M
MJT & Associates Financial Advisory Group, Inc.71,895
4.2% of portfolio›$6.4M
Elevate Wealth Advisory, Inc69,141
3.2% of portfolio›$6.2M
Spire Wealth Management69,028
0.2% of portfolio›$6.2M
Equity Wealth Partners, LLC68,977
2.0% of portfolio›$6.2M
Tanager Wealth Management LLP68,847
0.5% of portfolio›$6.2M
Cosner Financial Group, LLC65,694
3.1% of portfolio›$5.9M
Atria Investments, Inc64,828
0.1% of portfolio›$5.8M
Farther Finance Advisors, LLC63,999
0.0% of portfolio›$5.7M
Asset Dedication, LLC63,372
0.4% of portfolio›$5.7M
Arsenal Capital Advisors LLC62,295
3.0% of portfolio›$5.6M
Allstreet Capital Advisors LLC61,258
3.6% of portfolio›$5.5M
MGO One Seven LLC57,433
0.1% of portfolio›$5.1M
Park Avenue Securities LLC56,022
0.0% of portfolio›$5.0K
Arbor Investment Advisors, LLC55,111
0.6% of portfolio›$4.9M
Inman Jager Wealth Management, LLC54,258
2.5% of portfolio›$4.9M
RHS Financial, LLC50,971
1.5% of portfolio›$4.6M
OpenArc Corporate Advisory, LLC49,571
0.1% of portfolio›$4.4M
R. W. Roge & Company, Inc.49,557
12.3% of portfolio›$4.4M
FF Advisors,LLC49,137
1.6% of portfolio›$4.4M
Probity Advisors, Inc.47,677
0.6% of portfolio›$4.3M
K2 Financial Inc.46,945
2.9% of portfolio›$4.2M
Csenge Advisory Group46,835
0.2% of portfolio›$4.2M
Diversify Advisory Services, LLC45,756
0.1% of portfolio›$4.1M
Diversify Wealth Management, LLC45,756
0.1% of portfolio›$4.1M
Advus Financial Partners, LLC44,933
1.1% of portfolio›$4.0M
Sigma Planning Corp44,500
0.1% of portfolio›$4.0M
Strid Group, LLC44,094
0.4% of portfolio›$3.9M
United Advisor Group, LLC40,384
0.3% of portfolio›$3.6M
Rossby Financial, LCC40,215
0.5% of portfolio›$3.6M
Prospera Financial Services Inc39,721
0.0% of portfolio›$3.5M
J.W. Cole Advisors, Inc.39,644
0.1% of portfolio›$3.5M
Greenspring Advisors, LLC39,296
0.2% of portfolio›$3.5M
Defined Wealth Management, LLC39,226
1.8% of portfolio›$3.5M
Diversified Enterprises, LLC38,785
0.2% of portfolio›$3.5M
IFP Advisors, Inc38,325
0.1% of portfolio›$3.4M
Belleair Asset Management, LLC35,446
2.7% of portfolio›$3.2M
Tenet Wealth Partners, LLC35,412
2.2% of portfolio›$3.2M
D.A. Davidson & Co.34,281
0.0% of portfolio›$3.1M
Towne Trust Company, N.a32,731
0.9% of portfolio›$2.9M
Karras Company, Inc.32,720
2.7% of portfolio›$2.9M
Beam Wealth Advisors, Inc.32,550
0.6% of portfolio›$2.9M
Lido Advisors, LLC32,051
0.0% of portfolio›$2.9M
RF&L Wealth Management, LLC31,352
1.9% of portfolio›$2.8M
Lauterbach Financial Advisors, LLC31,207
1.2% of portfolio›$2.8M
B&D White Capital Company, LLC30,765
0.3% of portfolio›$2.8M
Hoge Financial Services, LLC29,888
1.3% of portfolio›$2.7M
Summit Wealth Group LLC / Co26,819
0.2% of portfolio›$2.4M
FC Advisory LLC26,759
0.6% of portfolio›$2.4M
Chicago Capital, LLC25,617
0.1% of portfolio›$2.3M
Mann Financial Group, Inc.25,317
1.8% of portfolio›$2.3M
Ehrlich Financial Group25,244
1.2% of portfolio›$2.3M
FWG Investments, Llc.24,855
1.1% of portfolio›$2.2M
CGN Advisors LLC23,673
0.2% of portfolio›$2.1M
United Financial Planning Group LLC23,270
1.0% of portfolio›$2.1M
Robertson Stephens Wealth Management, LLC23,125
0.1% of portfolio›$2.1M
Sigma Investment Counselors Inc22,459
0.1% of portfolio›$2.0M
Atwater Malick LLC22,314
0.4% of portfolio›$2.0M
Retirement Planning Group, LLC21,655
0.0% of portfolio›$1.9M
E&G Advisors, LLC21,467
0.4% of portfolio›$1.9M
Compound Planning, Inc.21,382
0.0% of portfolio›$1.9M
Sage Mountain Advisors LLC20,686
0.1% of portfolio›$1.9M
Ironwood Wealth Management, Llc.20,529
0.4% of portfolio›$1.8M
Rede Wealth, LLC20,435
0.6% of portfolio›$1.8M
Sanchez Gaunt Capital Management, LLC20,282
1.0% of portfolio›$1.8M
Indivisible Partners20,226
0.1% of portfolio›$1.8M
BXM Wealth LLC20,100
1.0% of portfolio›$1.8M
Stewardship Advisors, LLC20,023
0.4% of portfolio›$1.8M
US Bancorp \de\19,525
0.0% of portfolio›$1.7M
Baker Tilly Wealth Management, LLC19,126
0.3% of portfolio›$1.7M
Financial Synergies Wealth Advisors, Inc.19,064
0.1% of portfolio›$1.7M
TD Waterhouse Canada Inc.18,410
0.0% of portfolio›$1.6M
Brookstone Capital Management17,981
0.0% of portfolio›$1.6M
Evensky & Katz LLC17,826
0.0% of portfolio›$1.6K
F&V Capital Management, LLC17,820
0.0% of portfolio›$1.6K
Arlington Financial Advisors, LLC17,443
0.2% of portfolio›$1.6M
Arista Wealth Management, LLC17,383
0.2% of portfolio›$1.6M
B. Riley Wealth Advisors, Inc.16,870
0.1% of portfolio›$1.5M
Blue Trust, Inc.16,711
0.0% of portfolio›$1.5M
Facet Wealth, Inc.16,419
0.0% of portfolio›$1.5M
Independent Wealth Network Inc.16,261
0.4% of portfolio›$1.5M
Apollon Wealth Management, LLC15,894
0.0% of portfolio›$1.4M
Thrivent Financial for Lutherans15,869
0.0% of portfolio›$1.4M
Mogy Joel R Investment Counsel Inc15,830
0.1% of portfolio›$1.4M
Verum Partners LLC15,533
0.2% of portfolio›$1.4M
Kingdom Financial Group Llc.15,070
0.3% of portfolio›$1.3M
Chicago Partners Investment Group LLC15,037
0.0% of portfolio›$1.3M
Visionary Wealth Advisors14,932
0.1% of portfolio›$1.3M
Eastern Bank14,785
0.0% of portfolio›$1.3M
Veltria Advisors Corp.14,757
1.6% of portfolio›$1.3M
Interchange Capital Partners, LLC14,120
0.2% of portfolio›$1.3M
Parallel Advisors, LLC14,055
0.0% of portfolio›$1.3M
Chapman Financial Group, LLC13,989
0.8% of portfolio›$1.3M
Angeles Wealth Management, LLC13,983
0.1% of portfolio›$1.3M
Larson Financial Group LLC13,854
0.0% of portfolio›$1.2M
New England Private Wealth Advisors LLC13,804
0.1% of portfolio›$1.2M
LexAurum Advisors, LLC13,659
0.1% of portfolio›$1.2M
Gainplan LLC13,437
0.5% of portfolio›$1.2M
Tranquility Partners, LLC13,410
0.4% of portfolio›$1.2M
Vise Technologies, Inc.13,133
0.0% of portfolio›$1.2M
Human Investing LLC13,066
0.1% of portfolio›$1.2M
Ascent Group, LLC12,874
0.0% of portfolio›$1.2M
Stevens Capital Partners12,749
0.2% of portfolio›$1.1M
Valpey Financial Services, LLC12,553
0.7% of portfolio›$1.1M
Howard Bailey Securities, LLC12,489
0.4% of portfolio›$1.1M
Lloyd Advisory Services, Llc.12,437
0.4% of portfolio›$1.1M
Apella Capital, LLC12,338
0.0% of portfolio›$1.1M
Traveka Wealth, LLC12,238
0.3% of portfolio›$1.1M
G2 Capital Management, LLC / OH12,125
0.2% of portfolio›$1.1M
Accurate Wealth Management, LLC11,802
0.1% of portfolio›$1.1M
Tennessee Valley Asset Management Partners11,652
0.1% of portfolio›$1.0M
Meridian Wealth Management, LLC11,644
0.0% of portfolio›$1.0M
Tactive Advisors, LLC11,436
0.2% of portfolio›$1.0M
J. Team Financial, Inc.11,259
0.9% of portfolio›$1.0M
HB Wealth Management, LLC10,994
0.0% of portfolio›$983.7K
Choreo, LLC10,638
0.0% of portfolio›$952.2K
Nicholas Hoffman & Company, Llc.10,547
0.0% of portfolio›$943.7K
StoneX Group Inc.10,116
0.0% of portfolio›$905.2K
Heck Capital Advisors, LLC10,067
0.0% of portfolio›$900.8K
First Horizon Corp10,039
0.0% of portfolio›$898.3K
Rossmore Private Capital10,018
0.1% of portfolio›$896.4K
Harbor Investment Advisory, LLC9,910
0.1% of portfolio›$886.7K
Glenview Trust Co9,906
0.0% of portfolio›$886.4K
Lynx Investment Advisory9,756
0.3% of portfolio›$873.0K
Matisse Capital9,632
0.3% of portfolio›$861.9K
Manuka Financial, LLC9,447
0.4% of portfolio›$860.0K
JFS Wealth Advisors, LLC9,444
0.0% of portfolio›$845.0K
Legacy Wealth Partners, LLC9,406
0.2% of portfolio›$841.6K
Brighton Jones LLC9,111
0.0% of portfolio›$815.3K
Ballast Rock Private Wealth LLC8,986
0.4% of portfolio›$804.0K
Kingswood Wealth Advisors, LLC8,868
0.0% of portfolio›$793.5K
Discipline Wealth Solutions, LLC8,844
0.1% of portfolio›$791.4K
First Citizens Bank & Trust Co8,811
0.0% of portfolio›$788.4K
PFG Advisors8,735
0.0% of portfolio›$781.6K
Bryn Mawr Trust Advisors, LLC8,364
0.0% of portfolio›$748.4K
Avantax Planning Partners, Inc.8,358
0.0% of portfolio›$747.9K
Tannin Capital LLC8,251
0.6% of portfolio›$738.3K
TFB Advisors LLC8,157
0.3% of portfolio›$729.9K
Clarity Capital Advisors, LLC8,112
0.3% of portfolio›$725.8K
Colton Groome Financial Advisors, LLC8,006
0.2% of portfolio›$716.4K
Verus Wealth Management, LLC7,960
0.4% of portfolio›$712.3K
Lexington Hill Partners, LLC7,835
0.3% of portfolio›$701.1K
Twelve Points Wealth Management LLC7,782
0.1% of portfolio›$694.2K
Rockwood Wealth Management, LLC7,703
0.0% of portfolio›$689.3K
Quest 10 Wealth Builders, Inc.7,671
0.5% of portfolio›$686.4K
James J. Burns & Company, LLC7,560
0.1% of portfolio›$676.5K
Elyxium Wealth, LLC7,487
0.1% of portfolio›$669.9K
Merited Wealth, LLC7,389
0.5% of portfolio›$661.2K
Sound Income Strategies, LLC7,343
0.0% of portfolio›$650.3K
Forte Asset Management LLC7,125
0.3% of portfolio›$637.5K
Camelot Technology Advisors, Inc.7,120
0.4% of portfolio›$637.1K
Corrado Advisors, LLC7,089
0.3% of portfolio›$634.4K
Wealthcare Advisory Partners LLC6,955
0.0% of portfolio›$622.3K
M Holdings Securities, Inc.6,916
0.3% of portfolio›$619.0K
Everhart Financial Group, Inc.6,879
0.0% of portfolio›$615.5K
Sapient Capital LLC6,841
0.0% of portfolio›$612.1K
Klingman & Associates, LLC6,749
0.0% of portfolio›$603.9K
Networth Advisors, LLC6,524
0.3% of portfolio›$583.8K
Davidson Investment Advisors6,437
0.0% of portfolio›$576.0K
Nations Financial Group Inc,6,349
0.0% of portfolio›$568.2K
IFG Advisors, LLC6,300
0.1% of portfolio›$563.7K
Cogent Strategic Wealth LLC6,285
0.5% of portfolio›$562.4K
Williams & Novak Wealth Management, LLC6,210
0.3% of portfolio›$555.7K
Altiora Financial Group, LLC6,173
0.1% of portfolio›$552.3K
Sima Wealth Partners, LLC6,048
0.4% of portfolio›$541.2K
Laurel OAK Wealth Management, LLC6,019
0.1% of portfolio›$538.6K
Glass Jacobson Investment Advisors llc5,827
0.2% of portfolio›$521.4K
Thayer Financial, L.L.C.5,812
0.5% of portfolio›$515.4K
Berman McAleer LLC5,790
0.1% of portfolio›$518.1K
One Day In July LLC5,782
0.0% of portfolio›$517.4K
Tounjian Advisory Partners, LLC5,733
0.2% of portfolio›$513.0K
SFG Wealth Management, Llc.5,718
0.2% of portfolio›$511.6K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management5,683
0.0% of portfolio›$508.5K
Bensler, LLC5,376
0.0% of portfolio›$481.1K
City State Bank5,362
0.1% of portfolio›$479.8K
Brandywine OAK Private Wealth LLC5,320
0.0% of portfolio›$476.0K
Opulen Financial Group LLC5,289
0.3% of portfolio›$473.2K
Balefire, LLC5,287
0.1% of portfolio›$473.1K
Capstone Wealth Management, LLC5,231
0.2% of portfolio›$468.1K
AlphaCore Capital LLC5,181
0.0% of portfolio›$463.6K
Mission Wealth Management, LP5,134
0.0% of portfolio›$459.4K
Principal Financial Group Inc5,050
0.0% of portfolio›$451.9K
Sowell Financial Services LLC5,007
0.0% of portfolio›$448.0K
Keybank National Association4,982
0.0% of portfolio›$445.8K
Barnes Dennig Private Wealth Management LLC4,893
0.4% of portfolio›$437.8K
Beaumont Financial Advisors, LLC4,700
0.0% of portfolio›$420.6K
Arcadia Wealth Management, LLC4,694
0.1% of portfolio›$420.0K
Independent Financial Group, LLC4,602
0.0% of portfolio›$411.8K
Prime Capital Investment Advisors, LLC4,600
0.0% of portfolio›$411.6K
Apeiron RIA LLC4,499
0.1% of portfolio›$398.9K
Silver Grove Financial Group, Inc.4,470
0.2% of portfolio›$400.0K
Valeo Financial Advisors, LLC4,467
0.0% of portfolio›$399.7K
Mascoma Wealth Management LLC4,464
0.1% of portfolio›$399.4K
B.O.S.S. Retirement Advisors, LLC4,416
0.1% of portfolio›$395.1K
Nicholas Wealth, Llc.4,400
0.2% of portfolio›$393.7K
Turtle Creek Wealth Advisors, LLC4,375
0.0% of portfolio›$391.5K
Watershed Private Wealth LLC4,279
0.1% of portfolio›$382.9K
WMG Financial Advisors, LLC4,249
0.1% of portfolio›$378.2K
SLT Holdings LLC4,243
0.2% of portfolio›$379.7K
Advisory Solutions Group, LLC4,222
0.1% of portfolio›$377.8K
Endowment Wealth Management, Inc.4,222
0.1% of portfolio›$377.8K
Portside Wealth Group, LLC4,158
0.0% of portfolio›$372.1K
Winter & Associates, Inc.4,115
0.3% of portfolio›$368.8K
Montgomery Financial Services LLC4,110
0.3% of portfolio›$367.8K
WPG Advisers, LLC4,109
0.2% of portfolio›$367.7K
NorthLanding Financial Partners, LLC4,056
0.3% of portfolio›$362.9K
Bell Investment Advisors, Inc3,937
0.1% of portfolio›$352.3K
Modera Wealth Management, LLC3,934
0.0% of portfolio›$352.0K
International Assets Investment Management, LLC3,902
0.0% of portfolio›$346.0K
Level Wealth Management LLC3,831
0.1% of portfolio›$342.8K
Commerce Advisors, LLC3,764
0.2% of portfolio›$336.8K
Roof Eidam Maycock Peralta, LLC3,745
0.1% of portfolio›$335.1K
Hohimer Wealth Management, LLC3,743
0.0% of portfolio›$334.9K
Uptick Partners, LLC3,738
0.0% of portfolio›$334.5K
Hazlett, Burt & Watson, Inc.3,724
0.1% of portfolio›$166.2K
Cypress Financial Planning LLC3,721
0.1% of portfolio›$333.0K
Charis Legacy Partners, LLC3,710
0.4% of portfolio›$332.0K
Silverlake Wealth Management LLC3,667
0.1% of portfolio›$328.1K
Secure Asset Management, LLC3,657
0.0% of portfolio›$327.3K
Riverbend Wealth Management, LLC3,656
0.1% of portfolio›$327.1K
Fiduciary Alliance LLC3,612
0.0% of portfolio›$323.2K
AlphaStar Capital Management, LLC3,578
0.0% of portfolio›$320.2K
Signal Advisors Wealth, LLC3,549
0.0% of portfolio›$317.6K
Ethic Inc.3,531
0.0% of portfolio›$316.0K
Cyndeo Wealth Partners, LLC3,515
0.0% of portfolio›$314.5K
Greenleaf Trust3,460
0.0% of portfolio›$309.6K
Ballast, Inc.3,323
0.1% of portfolio›$297.3K
Inlight Wealth Management, LLC3,278
0.1% of portfolio›$293.3K
Procyon Advisors, LLC3,275
0.0% of portfolio›$293.0K
Fairvoy Private Wealth, LLC3,260
0.1% of portfolio›$291.7K
Enclave Advisors LLC3,236
0.0% of portfolio›$289.6K
PCG Asset Management, LLC3,234
0.2% of portfolio›$289.4K
HUB Investment Partners, LLC3,228
0.0% of portfolio›$288.8K
Aire Advisors, LLC3,208
0.0% of portfolio›$287.1K
MLG Wealth Management DBA Pine Grove Financial Group3,171
0.0% of portfolio›$283.7K
Flagship Wealth Advisors, LLC3,139
0.1% of portfolio›$280.9K
Epiq Partners, LLC3,131
0.1% of portfolio›$280.2K
Accredited Investor Services, LLC3,086
0.2% of portfolio›$276.1K
SAX Wealth Advisors, LLC2,996
0.0% of portfolio›$268.1K
Mather Group, Llc.2,992
0.0% of portfolio›$267.8K
Bond & Devick Financial Network, Inc.2,975
0.1% of portfolio›$266.2K
Postrock Partners LLC2,963
0.1% of portfolio›$265.1K
Hippocratic Financial Advisors, LLC2,952
0.1% of portfolio›$264.1K
Fairman Group, LLC2,950
0.2% of portfolio›$263.9K
Lakeshore Capital Group, Inc.2,860
0.2% of portfolio›$255.9K
Golden State Wealth Management, LLC2,828
0.0% of portfolio›$253.1K
Harfst & Associates, Inc.2,825
0.0% of portfolio›$252.8K
Forteris Wealth Management Inc.2,790
0.2% of portfolio›$249.7K
Cypress Capital Group2,786
0.0% of portfolio›$249.3K
Quadrant Capital Group LLC2,757
0.0% of portfolio›$246.5K
Insight Advisors, LLC/ PA2,700
0.0% of portfolio›$241.6K
Stackstone Wealth, LLC2,681
0.0% of portfolio›$239.9K
Oppenheimer & Co Inc2,680
0.0% of portfolio›$239.8K
Eagle Rock Investment Company, LLC2,642
0.0% of portfolio›$236.4K
Fermata Advisors, LLC2,635
0.0% of portfolio›$235.8K
Rose Capital Advisors LLC2,498
0.1% of portfolio›$223.6K
Private Trust Co NA2,498
0.0% of portfolio›$223.5K
Kachkovsky & Fisher, Inc.2,476
0.2% of portfolio›$221.6K
Ejmk Ventures LLC2,468
0.1% of portfolio›$220.8K
Penobscot Investment Management Company, Inc.2,434
0.0% of portfolio›$217.8K
Smart Wealth LLC2,384
0.0% of portfolio›$213.4K
Ridgecrest Wealth Partners, LLC2,356
0.1% of portfolio›$210.8K
Maseco LLP2,315
0.0% of portfolio›$207.2K
Asio Capital, LLC2,300
0.0% of portfolio›$205.8K
Compass Ion Advisors, LLC2,296
0.0% of portfolio›$205.5K
Capital Advisors, Ltd. LLC2,281
0.0% of portfolio›$204
BostonPremier Wealth LLC2,273
0.1% of portfolio›$203.4K
Maia Wealth LLC2,264
0.0% of portfolio›$202.6K
Ashton Thomas Private Wealth, LLC2,257
0.0% of portfolio›$202.0K
Values Added Financial LLC2,249
0.1% of portfolio›$201.2K
RED Crane Wealth Management, LLC2,246
0.1% of portfolio›$201.0K
Hofer & Associates. Inc2,246
0.1% of portfolio›$201.0K
3 Factor Indexing, LLC2,220
0.2% of portfolio›$198.6K
Cullen T Bankers, Inc.1,970
0.0% of portfolio›$176.3K
Ashton Thomas Securities, LLC1,780
0.0% of portfolio›$159.3K
Trust Co1,768
0.0% of portfolio›$158.2K
Heritage Family Offices, LLP1,743
0.1% of portfolio›$156.0K
William Mack & Associates, Inc.1,737
0.0% of portfolio›$155.4K
Farmers & Merchants Investments Inc1,722
0.0% of portfolio›$154.1K
Allspring Global Investments Holdings, LLC1,569
0.0% of portfolio›$140.1K
First Premier Bank1,547
0.0% of portfolio›$138
Caldwell Trust Co1,547
0.0% of portfolio›$138.4K
Portfolio Resources Advisor Group, Inc.1,337
0.1% of portfolio›$119.6K
CoreCap Advisors, LLC1,320
0.0% of portfolio›$118.1K
Nemes Rush Group LLC1,291
0.0% of portfolio›$115.6K
Cape Investment Advisory, Inc.1,238
0.0% of portfolio›$110.8K
Westside Investment Management, Inc.1,210
0.0% of portfolio›$108.3K
Wilmington Savings Fund Society, FSB1,153
0.0% of portfolio›$103.2K
Archer Investment Corp1,042
0.0% of portfolio›$93.2K
Signaturefd, LLC1,039
0.0% of portfolio›$93.0K
Plante Moran Financial Advisors, LLC1,032
0.0% of portfolio›$92.3K
Security National Bank976
0.0% of portfolio›$87.3K
Physician Wealth Advisors, Inc.969
0.0% of portfolio›$86.7K
Transce3nd, LLC952
0.1% of portfolio›$85.7K
Moisand Fitzgerald Tamayo, LLC928
0.0% of portfolio›$83.0K
Halbert Hargrove Global Advisors, LLC852
0.0% of portfolio›$76.2K
Lanark Financial, Inc.849
0.0% of portfolio›$76.0K
Creative Financial Designs Inc847
0.0% of portfolio›$75.8K
Avion Wealth835
0.1% of portfolio›$74.0K
DeDora Capital, Inc.721
0.0% of portfolio›$64.5K
Center for Financial Planning, Inc.693
0.0% of portfolio›$62.0K
Harbor Asset Planning, Inc.612
0.0% of portfolio›$54.8K
Capital Investment Advisory Services, LLC578
0.0% of portfolio›$52.2K
Hilton Head Capital Partners, LLC570
0.0% of portfolio›$51.0K
Fiduciary Advisors, Inc.522
0.0% of portfolio›$46.7K
CX Institutional463
0.0% of portfolio›$41
Raleigh Capital Management Inc.441
0.0% of portfolio›$39.4K
Main Street Group, LTD437
0.0% of portfolio›$39.1K
EverSource Wealth Advisors, LLC414
0.0% of portfolio›$37.1K
RMG Wealth Management LLC408
0.0% of portfolio›$36.4K
Root Financial Partners, LLC404
0.0% of portfolio›$36.2K
Pinnacle Wealth Planning Services, Inc.399
0.0% of portfolio›$35.7K
Creative Capital Management Investments LLC381
0.0% of portfolio›$34.1K
West Paces Advisors Inc.381
0.0% of portfolio›$34.1K
Armor Investment Advisors, LLC379
0.0% of portfolio›$33.9K
Clark Wealth Partners320
0.0% of portfolio›$28.6K
Yankcom Partnership307
0.0% of portfolio›$27.5K
Financial Network Wealth Advisors LLC300
0.0% of portfolio›$26.8K
Next Level Wealth Planning, LLC297
0.0% of portfolio›$26.6K
GHP Investment Advisors, Inc.285
0.0% of portfolio›$25.5K
Reyes Financial Architecture, Inc.260
0.0% of portfolio›$23.3K
High Note Wealth, LLC255
0.0% of portfolio›$22.8K
North Star Investment Management Corp.242
0.0% of portfolio›$21.7K
Compass Financial Management LLC233
0.0% of portfolio›$20.8K
Prudent Man Investment Management, Inc.223
0.0% of portfolio›$20.0K
Investors Research Corp200
0.0% of portfolio›$17.9K
Contravisory Investment Management, Inc.189
0.0% of portfolio›$16.9K
Legacy Bridge, LLC187
0.0% of portfolio›$16.7K
Parkside Financial Bank & Trust186
0.0% of portfolio›$16.6K
Trust Co of Vermont167
0.0% of portfolio›$14.9K
Arvest Investments, Inc.167
0.0% of portfolio›$14.9K
SYM Financial Corp163
0.0% of portfolio›$14.6K
SJS Investment Consulting Inc.142
0.0% of portfolio›$12.7K
Ascentis Independent Advisors120
0.0% of portfolio›$10.7K
Murphy & Mullick Capital Management Corp110
0.0% of portfolio›$9.8K
Buck Wealth Strategies, LLC108
0.0% of portfolio›$9.7K
Marshall & Sterling Wealth Advisors Inc.100
0.0% of portfolio›$8.9K
SBI Securities Co., Ltd.100
0.0% of portfolio›$8.9K
Gilpin Wealth Management, LLC99
0.0% of portfolio›$8.9K
High Point Wealth Management, LLC83
0.0% of portfolio›$7.4K
Midwest Capital Advisors, LLC74
0.0% of portfolio›$6.6K
American National Bank & Trust72
0.0% of portfolio›$6.4K
Key Capital Management, Inc69
0.0% of portfolio›$6.2K
Signature Resources Capital Management, LLC66
0.0% of portfolio›$5.9K
Downshift Financial, LLC53
0.0% of portfolio›$4.7K
Fairway Wealth LLC47
0.0% of portfolio›$4.2K
Elevated Capital Advisors, LLC40
0.0% of portfolio›$3.6K
Abound Wealth Management38
0.0% of portfolio›$3.4K
Olistico Wealth, LLC30
0.0% of portfolio›$2.7K
Deane Retirement Strategies, Inc.25
0.0% of portfolio›$2.2K
MV Capital Management, Inc.19
0.0% of portfolio›$1.7K
Nfsg Corp16
0.0% of portfolio›$1.4K
First Pacific Financial15
0.0% of portfolio›$1.3K
DecisionPoint Financial, LLC12
0.0% of portfolio›$1.1K
IMG Wealth Management, Inc.8
0.0% of portfolio›$716
Spurstone Advisory Services, LLC7
0.0% of portfolio›$621
Oakworth Capital, Inc.6
0.0% of portfolio›$537
Evermay Wealth Management LLC5
0.0% of portfolio›$448
Provenance Wealth Advisors, LLC4
0.0% of portfolio›$358
Atlantic Edge Private Wealth Management, LLC3
0.0% of portfolio›$269
TD Private Client Wealth LLC0
0.0% of portfolio›$41
StyleTurnoverLocationFiled
Creative Planning
18,452,311$1.7B0.9%IndexVery LowOverland Park, KS2026-11-02
Citigroup Inc
5,199,604$465.3M0.2%CoreMediumNew York, NY2026-11-04
MCF Advisors LLC
2,602,918$232.9M8.3%ETFLowLexington, KY2026-10-28
Bank of Finland
2,258,855$202.1M14.6%ETFVery LowHelsinki, Hungary2026-10-07
Assetmark, Inc
1,673,505$149.7M0.3%ETFLowConcord, CA2026-10-21
Fund Evaluation Group, LLC
1,647,302$147.4M3.5%ETFLowCincinnati, OH2026-11-05
Auto-Owners Insurance Co
1,522,000$136.2M4.3%ETFVery LowLansing, MI2026-10-15
TFC Financial Management, Inc.
1,361,174$121.8M13.6%ETFVery LowBoston, MA2026-10-26
Capital Asset Advisory Services LLC
1,318,710$117.6M4.0%ETFLowWilliamston, MI2026-10-30
Nixon Peabody Trust Co
1,114,184$99.7M6.5%GrowthLowBoston, MA2026-10-23
Foster Group, Inc.
797,757$71.4M1.9%ETFVery LowUrbandale, IA2026-10-13
Commonwealth Equity Services, LLC
630,981$56.5M0.1%ETFLowWaltham, MA2026-11-02
Riversedge Advisors, LLC
620,887$55.6M6.8%ETFMediumWilmington, DE2026-10-09
Cornerstone Wealth Group, LLC
587,963$52.6M3.0%CoreMediumHuntersville, NC2026-11-02
Arrow Financial Corp
572,476$51.2M4.7%ETFLowGlens Falls, NY2026-10-26
Amarillo National Bank
571,281$51.1M8.2%ETFVery LowAmarillo, TX2026-10-23
Financial Planning Navigators Corp
571,031$51.1M18.6%ETFMediumMaple Grove, MN2026-10-14
Standpoint Asset Management, LLC
507,300$45.4M8.8%ETFN/AScottsdale, AZ2026-10-16
Acropolis Investment Management, LLC
459,425$41.1M1.7%ETFLowSt. Louis, MO2026-10-08
Stockman Wealth Management, Inc.
444,685$39.8M4.1%CoreLowBillings, MT2026-10-27
Veery Capital, LLC
440,132$39.4M10.5%ETFVery LowWilmington, DE2026-10-07
Signature Estate & Investment Advisors LLC
427,803$38.3M0.7%ETFMediumLos Angeles, CA2026-10-13
Ddfg, Inc
411,959$36.9M7.3%ETFLowThousand Oaks, CA2026-10-15
AAF Wealth Management, LLC
411,957$36.9M13.4%ETFLowWestborough, MA2026-10-28
Cambridge Investment Research Advisors, Inc.
409,996$36.7K0.0%ETFLowFairfield, IA2026-11-02
Conrad Siegel Investment Advisors, Inc.
369,253$33.0M5.3%ETFLowHarrisburg, PA2026-10-08
Sterling Capital Management LLC
340,298$30.4M0.6%GARPMediumCharlotte, NC2026-10-22
Fortitude Family Office, LLC
340,029$30.4M5.2%ETFMediumScottsdale, AZ2026-10-14
MBL Wealth, LLC
339,615$30.4M1.8%ETFLowCharlotte, NC2026-10-22
Crestwood Advisors Group, LLC
313,397$28.0M0.4%GrowthLowBoston, MA2026-10-27
AdvisorNet Financial, Inc
298,958$26.5M1.2%ETFLowMinnetonka, MN2026-10-15
Mueller Wealth, LLC
295,422$26.4M16.8%ETFMediumMishicot, WI2026-11-05
Kondo Wealth Advisors, Inc.
292,723$26.2M8.7%ETFVery LowPasadena, CA2026-10-19
Kestra Advisory Services, LLC
289,146$25.9M0.1%CoreLowAustin, TX2026-11-02
Able Financial Group, LLC
285,046$25.5M4.0%ETFLowScottsdale, AZ2026-10-14
Aerodigm Wealth, LLC
275,688$24.7M8.5%ETFLowLake Oswego, OR2026-10-16
Allegiance Financial Group Advisory Services LLC
274,512$24.6M4.0%ETFLowVienna, VA2026-11-02
Northwest Wealth Management, LLC
267,447$23.9M3.1%ETFLowSpencer, IA2026-10-30
Truist Financial Corp
263,741$23.6M0.0%CoreLowCharlotte, NC2026-10-30
Citizens Financial Group Inc
263,621$23.6M0.3%GrowthLowProvidence, RI2026-10-23
Columbus Macro, LLC
242,532$21.7M2.1%YieldMediumNew Castle, PA2026-10-14
Vision Capital Management, Inc.
237,191$21.2M2.4%CoreVery LowPortland, OR2026-10-20
Relyea Zuckerberg Hanson LLC
233,099$20.9M1.7%ETFLowStamford, CT2026-10-20
Global Strategic Investment Solutions, LLC
227,169$20.3M1.8%ETFLowScottsdale, AZ2026-10-16
Founders Financial Securities LLC
221,707$19.8M1.0%ETFMediumTowson, MD2026-10-28
Squire Investment Management Company, LLC
215,664$19.3M4.5%ETFVery LowOrem, UT2026-11-03
Bank of New York Mellon Corp
215,545$19.3M0.0%CoreLowNew York, NY2026-11-05
Kestra Private Wealth Services, LLC
208,345$18.6M0.2%GrowthLowAustin, TX2026-10-30
Courier Capital LLC
202,991$18.2M0.9%ETFLowBuffalo, NY2026-10-19
Missouri Trust & Investment Co
199,678$17.9M4.8%CoreVery LowSpringfield, MO2026-11-04
Friday Financial
199,509$17.7M3.5%ETFVery LowDubuque, IA2026-10-09
rebel Financial LLC
196,860$17.6M7.2%N/AVery LowGroveport, OH2026-11-04
Crane Advisory, LLC
194,159$17.4M2.5%ETFVery LowFullerton, CA2026-10-13
Peirce Capital Management, LLC
190,515$17.0M6.3%ETFLowThe Woodlands, TX2026-10-19
Premier Path Wealth Partners, LLC
182,530$16.3M1.9%GrowthMediumMadison, NJ2026-10-16
Accelerate Investment Advisors LLC
181,902$16.3M9.1%ETFLowAliso Viejo, CA2026-11-02
Aspirean Wealth, LLC
177,916$15.9M14.6%ETFN/AMill Valley, CA2026-11-03
Oak Root LLC
171,318$15.3M1.7%ETFVery LowSanta Barbara, CA2026-10-09
Heritage Investment Group, Inc.
170,686$15.3M2.1%ETFVery LowPompano Beach, FL2026-11-03
Solstein Capital, LLC
152,239$13.6M4.8%CoreLowMenlo Park, CA2026-11-02
Wealth Enhancement Advisory Services, LLC
149,032$13.2M0.0%CoreLowPlymouth, MN2026-10-13
Family Wealth Partners, LLC
148,939$13.3M4.0%ETFLowMatthews, NC2026-10-20
Alliance Private Wealth, LLC
148,592$13.3M4.9%ETFVery LowNorth Reading, MA2026-10-20
First National Bank Sioux Falls
145,838$13.0M4.0%ETFVery LowSioux Falls, SD2026-10-13
Green Ridge Wealth Planning LLC
145,148$13.0M5.2%ETFMediumMontville, NJ2026-10-08
Brady Martz Wealth Solutions, LLC
143,861$12.9M1.9%ETFLowGrand Forks, ND2026-11-05
True North Advisors, LLC
143,819$12.9M1.0%CoreMediumDallas, TX2026-10-22
Tenzing Financial LLC
142,883$12.7M8.6%ETFVery LowWilliamsburg, VA2026-11-03
JGP Wealth Management, LLC
140,783$12.6M1.1%CoreLowBend, OR2026-10-13
Prism Planning Partners LLC
139,545$12.5M11.9%ETFVery LowLibertyville, IL2026-10-27
Convergence Financial, LLC
138,709$12.4M1.7%ETFMediumColumbia, MO2026-10-27
Aspiriant, LLC
137,499$12.3M0.3%ETFVery LowLos Angeles, CA2026-10-16
LTS Liquid Investments LLC
137,075$12.3M3.7%ETFMediumNassau, Colombia2026-10-23
Sterling Manor Financial, LLC
135,998$12.2M7.0%ETFLowSaratoga Springs, NY2026-10-21
Brown Wealth Management, LLC
134,582$12.0M2.6%ETFMediumNaperville, IL2026-10-20
First Security Investment Management, Inc.
134,440$12.0M9.8%ETFVery LowLittle Rock, AR2026-11-05
Integrity Alliance, Llc.
131,642$11.8M0.4%ETFMediumUrbandale, IA2026-10-29
Klaas Financial Asset Advisors, LLC
131,350$11.8M1.5%ETFVery LowLoves Park, IL2026-10-19
Peterson Wealth Advisors, LLC
128,339$11.5M1.3%ETFLowOrem, UT2026-10-08
Sagespring Wealth Partners, LLC
127,660$11.4M0.2%ETFLowFranklin, TN2026-10-22
Norris Perne & French LLP
119,900$10.7M0.5%GrowthLowGrand Rapids, MI2026-10-23
FAI Advisors, Inc.
119,633$10.7M4.2%GrowthLowFarmington Hills, MI2026-10-27
Nova R Wealth, Inc.
118,227$10.6M3.1%ETFLowOverland Park, KS2026-10-26
National Wealth Management Group, LLC
116,888$10.5M3.0%ETFMediumCincinnati, OH2026-10-26
Elevation Point Wealth Partners, LLC
115,467$10.3M0.2%CoreHighDenver, CO2026-11-05
Legacy Private Trust Co.
110,211$9.9M0.5%ETFLowNeenah, WI2026-10-06
MBA Advisors LLC
108,928$9.7M3.2%ETFLowHermitage, PA2026-10-29
Steele Capital Management, Inc.
108,444$9.7M0.4%ETFVery LowDubuque, IA2026-11-02
Kaufman Rossin Wealth, LLC
105,600$9.4M3.8%ETFLowMiami, FL2026-10-19
Simplicity Wealth,LLC
103,202$9.2M0.3%ETFLowSummit, NJ2026-10-23
Nolet Wealth Management, LLC
100,894$9.0M5.0%ETFMediumFort Worth, TX2026-10-15
Resonant Capital Advisors, LLC
96,992$8.7M0.4%ETFLowMadison, WI2026-10-15
Wedmont Private Capital
95,637$8.5M0.2%IndexVery LowWest Chester, PA2026-10-09
Perigon Wealth Management, LLC
91,241$8.2M0.1%GrowthLowSan Francisco, CA2026-10-22
Omni 360 Wealth, Inc.
89,289$8.0M3.6%ETFLowPlainsboro, NJ2026-10-13
Compass Wealth Management, LLC
88,768$7.9M3.1%ETFMediumAtlanta, GA2026-10-30
Patriot Investment Management Group, Inc.
87,006$7.8M0.5%ETFVery LowKnoxville, TN2026-10-15
Concurrent Investment Advisors, LLC
85,937$7.7M0.1%GrowthMediumTampa, FL2026-10-16
Higgins & Schmidt Wealth Strategies LLC
85,328$7.6M3.1%ETFLowDenver, CO2026-10-26
Alps Advisors Inc
84,580$7.6M0.0%YieldLowDenver, CO2026-11-03
David J Yvars Group
84,024$7.5M3.5%GrowthLowUniversity Park, FL2026-10-09
Worth Asset Management, LLC
83,575$7.5M2.2%ETFHighDallas, TX2026-10-07
Old National Bancorp
82,727$7.4M0.1%CoreLowEvansville, IN2026-10-20
HMV Wealth Advisors, LLC
82,107$7.3M2.8%ETFVery LowShreveport, LA2026-10-27
CogentBlue Wealth Advisors, LLC
78,365$7.0M6.5%ETFLowKnoxville, TN2026-10-09
Cantor Fitzgerald Investment Advisors L.P.
75,670$6.8M0.4%YieldLowNew York, NY2026-10-21
Midwest Trust Co
73,271$6.6M0.1%CoreLowOverland Park, KS2026-10-22
MJT & Associates Financial Advisory Group, Inc.
71,895$6.4M4.2%ETFLowMontevideo, MN2026-10-07
Elevate Wealth Advisory, Inc
69,141$6.2M3.2%ETFVery LowAthens, GA2026-10-29
Spire Wealth Management
69,028$6.2M0.2%GrowthMediumMclean, VA2026-10-30
Equity Wealth Partners, LLC
68,977$6.2M2.0%ETFVery LowIndependence, MO2026-10-26
Tanager Wealth Management LLP
68,847$6.2M0.5%ETFLowGoring On Thames, United Kingdom2026-10-19
Cosner Financial Group, LLC
65,694$5.9M3.1%ETFLowWindsor, CO2026-11-03
Atria Investments, Inc
64,828$5.8M0.1%CoreMediumCharlotte, NC2026-10-15
Farther Finance Advisors, LLC
63,999$5.7M0.0%IndexLowSan Francisco, CA2026-10-08
Asset Dedication, LLC
63,372$5.7M0.4%ETFLowSan Francisco, CA2026-11-03
Arsenal Capital Advisors LLC
62,295$5.6M3.0%GrowthLowConshohocken, PA2026-11-02
Allstreet Capital Advisors LLC
61,258$5.5M3.6%ETFVery LowLos Angeles, CA2026-11-04
MGO One Seven LLC
57,433$5.1M0.1%GrowthLowBeachwood, OH2026-10-28
Park Avenue Securities LLC
56,022$5.0K0.0%ETFMediumNew York, NY2026-10-26
Arbor Investment Advisors, LLC
55,111$4.9M0.6%ETFVery LowWinston Salem, NC2026-10-26
Inman Jager Wealth Management, LLC
54,258$4.9M2.5%ETFVery LowHattiesburg, MS2026-11-05
RHS Financial, LLC
50,971$4.6M1.5%ETFMediumSan Francisco, CA2026-10-13
OpenArc Corporate Advisory, LLC
49,571$4.4M0.1%GrowthLowAtlanta, GA2026-10-21
R. W. Roge & Company, Inc.
49,557$4.4M12.3%ETFVery LowBohemia, NY2026-11-04
FF Advisors,LLC
49,137$4.4M1.6%ETFLowManhattan Beach, CA2026-10-21
Probity Advisors, Inc.
47,677$4.3M0.6%ETFLowDallas, TX2026-10-23
K2 Financial Inc.
46,945$4.2M2.9%ETFLowGlendora, CA2026-10-26
Csenge Advisory Group
46,835$4.2M0.2%ETFMediumClearwater, FL2026-11-04
Diversify Advisory Services, LLC
45,756$4.1M0.1%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
45,756$4.1M0.1%GrowthMediumSandy, UT2026-10-20
Advus Financial Partners, LLC
44,933$4.0M1.1%ETFLowWinter Park, FL2026-10-20
Sigma Planning Corp
44,500$4.0M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Strid Group, LLC
44,094$3.9M0.4%ETFLowNewtown Square, PA2026-10-28
United Advisor Group, LLC
40,384$3.6M0.3%ETFLowCincinnati, OH2026-11-03
Rossby Financial, LCC
40,215$3.6M0.5%ETFMediumMelbourne, FL2026-11-05
Prospera Financial Services Inc
39,721$3.5M0.0%CoreMediumDallas, TX2026-11-04
J.W. Cole Advisors, Inc.
39,644$3.5M0.1%IndexLowTampa, FL2026-11-05
Greenspring Advisors, LLC
39,296$3.5M0.2%ETFVery LowTowson, MD2026-11-05
Defined Wealth Management, LLC
39,226$3.5M1.8%ETFLowBeaverton, OR2026-10-19
Diversified Enterprises, LLC
38,785$3.5M0.2%ETFVery LowWilmington, DE2026-10-19
IFP Advisors, Inc
38,325$3.4M0.1%GrowthLowTampa, FL2026-10-16
Belleair Asset Management, LLC
35,446$3.2M2.7%ETFVery LowBelleair Bluffs, FL2026-11-03
Tenet Wealth Partners, LLC
35,412$3.2M2.2%ETFN/AChampaign, IL2026-10-19
D.A. Davidson & Co.
34,281$3.1M0.0%CoreLowGreat Falls, MT2026-10-28
Towne Trust Company, N.a
32,731$2.9M0.9%CoreLowNewport News, VA2026-10-28
Karras Company, Inc.
32,720$2.9M2.7%GrowthLowRoy, UT2026-10-16
Beam Wealth Advisors, Inc.
32,550$2.9M0.6%ETFMediumCovington, LA2026-11-03
Lido Advisors, LLC
32,051$2.9M0.0%GrowthLowLos Angeles, CA2026-11-04
RF&L Wealth Management, LLC
31,352$2.8M1.9%ETFVery LowActon, MA2026-10-20
Lauterbach Financial Advisors, LLC
31,207$2.8M1.2%ETFVery LowEl Paso, TX2026-10-21
B&D White Capital Company, LLC
30,765$2.8M0.3%ETFHighLakeway, TX2026-11-02
Hoge Financial Services, LLC
29,888$2.7M1.3%ETFVery LowCanonsburg, PA2026-11-05
Summit Wealth Group LLC / Co
26,819$2.4M0.2%ETFHighColorado Springs, CO2026-10-29
FC Advisory LLC
26,759$2.4M0.6%ETFVery LowWest Chester, PA2026-10-05
Chicago Capital, LLC
25,617$2.3M0.1%GrowthLowChicago, IL2026-10-13
Mann Financial Group, Inc.
25,317$2.3M1.8%ETFLowDetroit Lakes, MN2026-10-15
Ehrlich Financial Group
25,244$2.3M1.2%ETFHighLaguna Niguel, CA2026-10-20
FWG Investments, Llc.
24,855$2.2M1.1%ETFMediumLexington, KY2026-11-03
CGN Advisors LLC
23,673$2.1M0.2%ETFLowManhattan, KS2026-10-21
United Financial Planning Group LLC
23,270$2.1M1.0%ETFHighHauppauge, NY2026-11-04
Robertson Stephens Wealth Management, LLC
23,125$2.1M0.1%ETFMediumSan Francisco, CA2026-10-16
Sigma Investment Counselors Inc
22,459$2.0M0.1%ETFLowNorthville, MI2026-10-27
Atwater Malick LLC
22,314$2.0M0.4%CoreLowLancaster, PA2026-10-15
Retirement Planning Group, LLC
21,655$1.9M0.0%ETFVery LowLeawood, KS2026-10-19
E&G Advisors, LLC
21,467$1.9M0.4%ETFVery LowHouston, TX2026-10-13
Compound Planning, Inc.
21,382$1.9M0.0%CoreLowNew York, NY2026-11-05
Sage Mountain Advisors LLC
20,686$1.9M0.1%ETFLowAtlanta, GA2026-11-02
Ironwood Wealth Management, Llc.
20,529$1.8M0.4%ETFLowChandler, AZ2026-10-28
Rede Wealth, LLC
20,435$1.8M0.6%ValueMediumCharlottesville, VA2026-10-22
Sanchez Gaunt Capital Management, LLC
20,282$1.8M1.0%ETFN/AReno, NV2026-11-03
Indivisible Partners
20,226$1.8M0.1%GrowthMediumClearwater, FL2026-10-26
BXM Wealth LLC
20,100$1.8M1.0%GrowthLowEnglewood, CO2026-11-03
Stewardship Advisors, LLC
20,023$1.8M0.4%ETFMediumMount Joy, PA2026-10-20
US Bancorp \de\
19,525$1.7M0.0%IndexLowMinneapolis, MN2026-11-05
Baker Tilly Wealth Management, LLC
19,126$1.7M0.3%GrowthLowMadison, WI2026-10-05
Financial Synergies Wealth Advisors, Inc.
19,064$1.7M0.1%ETFVery LowHouston, TX2026-10-16
TD Waterhouse Canada Inc.
18,410$1.6M0.0%CoreLowToronto, Australia2026-10-16
Brookstone Capital Management
17,981$1.6M0.0%ETFMediumWheaton, IL2026-10-22
Evensky & Katz LLC
17,826$1.6K0.0%ETFVery LowCoral Gables, FL2026-10-27
F&V Capital Management, LLC
17,820$1.6K0.0%ValueLowBoca Raton, FL2026-10-19
Arlington Financial Advisors, LLC
17,443$1.6M0.2%ETFMediumSanta Barbara, CA2026-10-19
Arista Wealth Management, LLC
17,383$1.6M0.2%ETFMediumLas Vegas, NV2026-10-29
B. Riley Wealth Advisors, Inc.
16,870$1.5M0.1%GrowthLowMemphis, TN2026-10-13
Blue Trust, Inc.
16,711$1.5M0.0%ETFLowBrentwood, TN2026-10-15
Facet Wealth, Inc.
16,419$1.5M0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Independent Wealth Network Inc.
16,261$1.5M0.4%ETFMediumUrbandale, IA2026-10-19
Apollon Wealth Management, LLC
15,894$1.4M0.0%GrowthLowMount Pleasant, SC2026-10-23
Thrivent Financial for Lutherans
15,869$1.4M0.0%GARPMediumMinneapolis, MN2026-11-05
Mogy Joel R Investment Counsel Inc
15,830$1.4M0.1%GrowthVery LowBeverly Hills, CA2026-10-13
Verum Partners LLC
15,533$1.4M0.2%ETFLowCharlotte, NC2026-10-21
Kingdom Financial Group Llc.
15,070$1.3M0.3%ETFMediumPeoria, AZ2026-11-04
Chicago Partners Investment Group LLC
15,037$1.3M0.0%GARPLowChicago, IL2026-10-27
Visionary Wealth Advisors
14,932$1.3M0.1%ETFLowO'Fallon, IL2026-11-04
Eastern Bank
14,785$1.3M0.0%GrowthMediumBoston, MA2026-10-05
Veltria Advisors Corp.
14,757$1.3M1.6%ETFMediumMiami, FL2026-11-05
Interchange Capital Partners, LLC
14,120$1.3M0.2%GrowthLowPittsburgh, PA2026-10-28
Parallel Advisors, LLC
14,055$1.3M0.0%IndexLowSan Francisco, CA2026-11-03
Chapman Financial Group, LLC
13,989$1.3M0.8%CoreVery LowHonolulu, HI2026-10-26
Angeles Wealth Management, LLC
13,983$1.3M0.1%ETFLowSanta Monica, CA2026-10-26
Larson Financial Group LLC
13,854$1.2M0.0%GrowthLowSt Louis, MO2026-11-05
New England Private Wealth Advisors LLC
13,804$1.2M0.1%ETFVery LowWellesley, MA2026-10-19
LexAurum Advisors, LLC
13,659$1.2M0.1%ETFLowOverland Park, KS2026-10-19
Gainplan LLC
13,437$1.2M0.5%ETFHighBloomfield Hills, MI2026-10-09
Tranquility Partners, LLC
13,410$1.2M0.4%CoreLowBrentwood, TN2026-10-20
Vise Technologies, Inc.
13,133$1.2M0.0%IndexLowNew York, NY2026-10-29
Human Investing LLC
13,066$1.2M0.1%ETFVery LowLake Oswego, OR2026-10-19
Ascent Group, LLC
12,874$1.2M0.0%CoreLowVirginia Beach, VA2026-10-30
Stevens Capital Partners
12,749$1.1M0.2%ETFVery LowOmaha, NE2026-10-29
Valpey Financial Services, LLC
12,553$1.1M0.7%ETFVery LowConcord, NH2026-10-30
Howard Bailey Securities, LLC
12,489$1.1M0.4%ETFMediumFort Wayne, IN2026-10-27
Lloyd Advisory Services, Llc.
12,437$1.1M0.4%ETFVery HighSuwanee, GA2026-11-02
Apella Capital, LLC
12,338$1.1M0.0%ETFVery LowWest Hartford, CT2026-10-08
Traveka Wealth, LLC
12,238$1.1M0.3%ETFLowLos Altos, CA2026-10-19
G2 Capital Management, LLC / OH
12,125$1.1M0.2%ETFVery LowColumbus, OH2026-10-23
Accurate Wealth Management, LLC
11,802$1.1M0.1%CoreMediumWesley Chapel, FL2026-10-20
Tennessee Valley Asset Management Partners
11,652$1.0M0.1%ETFLowKnoxville, TN2026-11-03
Meridian Wealth Management, LLC
11,644$1.0M0.0%GrowthLowLexington, KY2026-11-05
Tactive Advisors, LLC
11,436$1.0M0.2%ETFHighJacksonville, FL2026-10-08
J. Team Financial, Inc.
11,259$1.0M0.9%CoreMediumAbilene, TX2026-11-03
HB Wealth Management, LLC
10,994$983.7K0.0%IndexVery LowAtlanta, GA2026-10-23
Choreo, LLC
10,638$952.2K0.0%IndexLowRockford, IL2026-10-28
Nicholas Hoffman & Company, Llc.
10,547$943.7K0.0%ETFVery LowAtlanta, GA2026-10-30
StoneX Group Inc.
10,116$905.2K0.0%ETFMediumNew York, NY2026-11-03
Heck Capital Advisors, LLC
10,067$900.8K0.0%ETFMediumRhinelander, WI2026-10-14
First Horizon Corp
10,039$898.3K0.0%CoreLowMemphis, TN2026-10-26
Rossmore Private Capital
10,018$896.4K0.1%CoreLowGlastonbury, CT2026-10-27
Harbor Investment Advisory, LLC
9,910$886.7K0.1%GrowthLowLutherville, MD2026-10-13
Glenview Trust Co
9,906$886.4K0.0%GrowthVery LowLouisville, KY2026-10-28
Lynx Investment Advisory
9,756$873.0K0.3%ETFLowWashington, Dc, DC2026-10-27
Matisse Capital
9,632$861.9K0.3%ValueMediumPortland, OR2026-10-29
Manuka Financial, LLC
9,447$860.0K0.4%ETFVery LowRichmond, VA2026-10-16
JFS Wealth Advisors, LLC
9,444$845.0K0.0%ETFVery LowHermitage, PA2026-11-03
Legacy Wealth Partners, LLC
9,406$841.6K0.2%ETFHighLakewood, CO2026-10-15
Brighton Jones LLC
9,111$815.3K0.0%CoreVery LowSeattle, WA2026-11-03
Ballast Rock Private Wealth LLC
8,986$804.0K0.4%ETFMediumCharleston, SC2026-10-26
Kingswood Wealth Advisors, LLC
8,868$793.5K0.0%GrowthLowSan Diego, CA2026-10-23
Discipline Wealth Solutions, LLC
8,844$791.4K0.1%ETFLowGreenville, SC2026-10-14
First Citizens Bank & Trust Co
8,811$788.4K0.0%CoreMediumRaleigh, NC2026-10-14
PFG Advisors
8,735$781.6K0.0%ETFMediumPhoenix, AZ2026-10-16
Bryn Mawr Trust Advisors, LLC
8,364$748.4K0.0%CoreLowPhiladelphia, PA2026-11-04
Avantax Planning Partners, Inc.
8,358$747.9K0.0%ETFLowDubuque, IA2026-11-03
Tannin Capital LLC
8,251$738.3K0.6%CoreMediumCharlotte, NC2026-11-05
TFB Advisors LLC
8,157$729.9K0.3%ETFLowOverland Park, KS2026-11-02
Clarity Capital Advisors, LLC
8,112$725.8K0.3%ETFVery LowLakewood Ranch, FL2026-10-27
Colton Groome Financial Advisors, LLC
8,006$716.4K0.2%ETFLowAsheville, NC2026-10-06
Verus Wealth Management, LLC
7,960$712.3K0.4%ETFLowDe Pere, WI2026-10-13
Lexington Hill Partners, LLC
7,835$701.1K0.3%ETFLowDallas, TX2026-10-13
Twelve Points Wealth Management LLC
7,782$694.2K0.1%ETFMediumConcord, MA2026-11-03
Rockwood Wealth Management, LLC
7,703$689.3K0.0%ETFVery LowNew Hope, PA2026-10-27
Quest 10 Wealth Builders, Inc.
7,671$686.4K0.5%ETFLowFuquay-Varina, VA2026-11-02
James J. Burns & Company, LLC
7,560$676.5K0.1%ETFVery LowMelville, NY2026-10-22
Elyxium Wealth, LLC
7,487$669.9K0.1%GrowthVery LowBeverly Hills, CA2026-10-27
Merited Wealth, LLC
7,389$661.2K0.5%ETFMediumNorth Bay Village, FL2026-10-13
Sound Income Strategies, LLC
7,343$650.3K0.0%YieldMediumFt Lauderdale, FL2026-10-09
Forte Asset Management LLC
7,125$637.5K0.3%ETFLowBedford, NY2026-10-13
Camelot Technology Advisors, Inc.
7,120$637.1K0.4%ETFLowSan Francisco, CA2026-10-09
Corrado Advisors, LLC
7,089$634.4K0.3%CoreMediumRamsey, NJ2026-10-27
Wealthcare Advisory Partners LLC
6,955$622.3K0.0%ETFLowWest Chester, PA2026-10-21
M Holdings Securities, Inc.
6,916$619.0K0.3%ETFHighPortland, OR2026-11-03
Everhart Financial Group, Inc.
6,879$615.5K0.0%ETFLowDublin, OH2026-10-08
Sapient Capital LLC
6,841$612.1K0.0%GrowthMediumIndianapolis, IN2026-10-08
Klingman & Associates, LLC
6,749$603.9K0.0%ETFVery LowNew York, NY2026-10-20
Networth Advisors, LLC
6,524$583.8K0.3%ETFMediumCanonsburg, PA2026-11-03
Davidson Investment Advisors
6,437$576.0K0.0%CoreLowGreat Falls, MT2026-10-20
Nations Financial Group Inc,
6,349$568.2K0.0%CoreLowCedar Rapids, IA2026-11-05
IFG Advisors, LLC
6,300$563.7K0.1%ETFVery LowSt. Louis, MO2026-10-15
Cogent Strategic Wealth LLC
6,285$562.4K0.5%ETFLowChicago, IL2026-10-22
Williams & Novak Wealth Management, LLC
6,210$555.7K0.3%ETFMediumWestlake Village, CA2026-10-09
Altiora Financial Group, LLC
6,173$552.3K0.1%ETFLowLebanon, OH2026-11-04
Sima Wealth Partners, LLC
6,048$541.2K0.4%ETFVery LowRichmond, VA2026-10-19
Laurel OAK Wealth Management, LLC
6,019$538.6K0.1%GrowthLowMarlton, NJ2026-10-19
Glass Jacobson Investment Advisors llc
5,827$521.4K0.2%ETFLowOwings Mills, MD2026-10-26
Thayer Financial, L.L.C.
5,812$515.4K0.5%ETFMediumHickory, NC2026-10-21
Berman McAleer LLC
5,790$518.1K0.1%ETFVery LowTimonium, MD2026-10-16
One Day In July LLC
5,782$517.4K0.0%ETFVery LowBurlington, VT2026-10-30
Tounjian Advisory Partners, LLC
5,733$513.0K0.2%GrowthHighFort Myers, FL2026-11-04
SFG Wealth Management, Llc.
5,718$511.6K0.2%ETFMediumTowson, MD2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
5,683$508.5K0.0%GrowthVery LowSeattle, WA2026-10-27
Bensler, LLC
5,376$481.1K0.0%MomentumMediumBellevue, WA2026-11-05
City State Bank
5,362$479.8K0.1%GrowthVery LowNorwalk, IA2026-10-20
Brandywine OAK Private Wealth LLC
5,320$476.0K0.0%ETFVery LowKennett Square, PA2026-10-23
Opulen Financial Group LLC
5,289$473.2K0.3%ETFVery LowArlington, VA2026-10-22
Balefire, LLC
5,287$473.1K0.1%ETFMediumDallas, TX2026-10-09
Capstone Wealth Management, LLC
5,231$468.1K0.2%ETFLowTuscaloosa, AL2026-11-02
AlphaCore Capital LLC
5,181$463.6K0.0%ETFLowLa Jolla, CA2026-11-04
Mission Wealth Management, LP
5,134$459.4K0.0%ETFLowSanta Barbara, CA2026-10-15
Principal Financial Group Inc
5,050$451.9K0.0%CoreLowDes Moines, IA2026-11-02
Sowell Financial Services LLC
5,007$448.0K0.0%CoreLowNorth Little Rock, AR2026-10-23
Keybank National Association
4,982$445.8K0.0%CoreLowBrooklyn, OH2026-11-04
Barnes Dennig Private Wealth Management LLC
4,893$437.8K0.4%CoreLowCincinnati, OH2026-10-30
Beaumont Financial Advisors, LLC
4,700$420.6K0.0%GrowthMediumNeedham, MA2026-10-22
Arcadia Wealth Management, LLC
4,694$420.0K0.1%ETFLowManchester, NH2026-10-22
Independent Financial Group, LLC
4,602$411.8K0.0%GrowthLowSan Diego, CA2026-10-13
Prime Capital Investment Advisors, LLC
4,600$411.6K0.0%ETFLowOverland Park, KS2026-10-20
Apeiron RIA LLC
4,499$398.9K0.1%ETFMediumDallas, TX2026-10-08
Silver Grove Financial Group, Inc.
4,470$400.0K0.2%CoreMediumOrchard Park, NY2026-11-05
Valeo Financial Advisors, LLC
4,467$399.7K0.0%ETFLowCarmel, IN2026-10-08
Mascoma Wealth Management LLC
4,464$399.4K0.1%ETFVery LowHanover, NH2026-10-23
B.O.S.S. Retirement Advisors, LLC
4,416$395.1K0.1%ETFMediumLehi, UT2026-10-26
Nicholas Wealth, Llc.
4,400$393.7K0.2%GrowthMediumMarietta, GA2026-10-26
Turtle Creek Wealth Advisors, LLC
4,375$391.5K0.0%GrowthLowDallas, TX2026-10-15
Watershed Private Wealth LLC
4,279$382.9K0.1%ETFMediumOak Brook, IL2026-10-30
WMG Financial Advisors, LLC
4,249$378.2K0.1%ETFLowKnoxville, TN2026-10-28
SLT Holdings LLC
4,243$379.7K0.2%GrowthMediumScottsdale, AZ2026-10-15
Advisory Solutions Group, LLC
4,222$377.8K0.1%ETFN/APlymouth, MN2026-10-14
Endowment Wealth Management, Inc.
4,222$377.8K0.1%ETFMediumAppleton, WI2026-11-03
Portside Wealth Group, LLC
4,158$372.1K0.0%CoreMediumProvo, UT2026-10-20
Winter & Associates, Inc.
4,115$368.8K0.3%ETFMediumSt. Paul, MN2026-10-23
Montgomery Financial Services LLC
4,110$367.8K0.3%ETFN/AOcean City, MD2026-11-03
WPG Advisers, LLC
4,109$367.7K0.2%CoreLowBaltimore, MD2026-10-27
NorthLanding Financial Partners, LLC
4,056$362.9K0.3%ETFLowRochester, NY2026-10-15
Bell Investment Advisors, Inc
3,937$352.3K0.1%ETFVery LowOrinda, CA2026-10-29
Modera Wealth Management, LLC
3,934$352.0K0.0%ETFVery LowWestwood, NJ2026-10-28
International Assets Investment Management, LLC
3,902$346.0K0.0%CoreVery HighOrlando, FL2026-11-02
Level Wealth Management LLC
3,831$342.8K0.1%ETFVery LowGreensboro, NC2026-10-23
Commerce Advisors, LLC
3,764$336.8K0.2%ETFLowMemphis, TN2026-10-19
Roof Eidam Maycock Peralta, LLC
3,745$335.1K0.1%ETFVery LowSan Francisco, CA2026-10-15
Hohimer Wealth Management, LLC
3,743$334.9K0.0%CoreHighSeattle, WA2026-11-04
Uptick Partners, LLC
3,738$334.5K0.0%ETFLowNacogdoches, TX2026-11-04
Hazlett, Burt & Watson, Inc.
3,724$166.2K0.1%CoreVery LowWheeling, WV2026-11-04
Cypress Financial Planning LLC
3,721$333.0K0.1%ETFLowHaddon Heights, NJ2026-10-09
Charis Legacy Partners, LLC
3,710$332.0K0.4%ETFVery LowBryan, TX2026-10-22
Silverlake Wealth Management LLC
3,667$328.1K0.1%ETFLowWilliston, VT2026-10-21
Secure Asset Management, LLC
3,657$327.3K0.0%GrowthMediumTroy, MI2026-10-19
Riverbend Wealth Management, LLC
3,656$327.1K0.1%GrowthLowMyrtle Beach, SC2026-10-15
Fiduciary Alliance LLC
3,612$323.2K0.0%CoreMediumGreenville, SC2026-10-13
AlphaStar Capital Management, LLC
3,578$320.2K0.0%ETFMediumCornelius, NC2026-10-16
Signal Advisors Wealth, LLC
3,549$317.6K0.0%ETFLowDetroit, MI2026-10-13
Ethic Inc.
3,531$316.0K0.0%CoreLowNew York, NY2026-11-03
Cyndeo Wealth Partners, LLC
3,515$314.5K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Greenleaf Trust
3,460$309.6K0.0%CoreLowKalamazoo, MI2026-10-29
Ballast, Inc.
3,323$297.3K0.1%ETFLowLexington, KY2026-10-20
Inlight Wealth Management, LLC
3,278$293.3K0.1%ETFVery LowAtlanta, GA2026-10-21
Procyon Advisors, LLC
3,275$293.0K0.0%CoreVery LowShelton, CT2026-10-21
Fairvoy Private Wealth, LLC
3,260$291.7K0.1%GrowthMediumBirmingham, AL2026-10-19
Enclave Advisors LLC
3,236$289.6K0.0%ETFMediumAustin, TX2026-10-14
PCG Asset Management, LLC
3,234$289.4K0.2%ETFVery LowGladstone, NJ2026-11-05
HUB Investment Partners, LLC
3,228$288.8K0.0%GrowthLowAustin, TX2026-11-03
Aire Advisors, LLC
3,208$287.1K0.0%ETFVery LowBeverly Hills, CA2026-10-22
MLG Wealth Management DBA Pine Grove Financial Group
3,171$283.7K0.0%ETFMediumWoodbury, MN2026-10-13
Flagship Wealth Advisors, LLC
3,139$280.9K0.1%ETFLowWakefield, MA2026-11-03
Epiq Partners, LLC
3,131$280.2K0.1%YieldLowMinneapolis, MN2026-10-07
Accredited Investor Services, LLC
3,086$276.1K0.2%ETFVery LowSt. Cloud, MN2026-10-22
SAX Wealth Advisors, LLC
2,996$268.1K0.0%ETFVery LowParsippany, NJ2026-10-13
Mather Group, Llc.
2,992$267.8K0.0%ETFMediumChicago, IL2026-10-14
Bond & Devick Financial Network, Inc.
2,975$266.2K0.1%ETFVery LowSt. Louis Park, MN2026-10-23
Postrock Partners LLC
2,963$265.1K0.1%CoreVery LowOverland Park, KS2026-11-02
Hippocratic Financial Advisors, LLC
2,952$264.1K0.1%ETFLowWestlake Village, CA2026-10-13
Fairman Group, LLC
2,950$263.9K0.2%ETFLowChesterbrook, PA2026-10-26
Lakeshore Capital Group, Inc.
2,860$255.9K0.2%CoreVery LowRolling Meadows, IL2026-10-20
Golden State Wealth Management, LLC
2,828$253.1K0.0%ETFMediumSanta Ana, CA2026-11-02
Harfst & Associates, Inc.
2,825$252.8K0.0%GARPLowSheridan, WY2026-10-20
Forteris Wealth Management Inc.
2,790$249.7K0.2%ETFVery LowArmonk, NY2026-10-13
Cypress Capital Group
2,786$249.3K0.0%CoreLowPalm Beach, FL2026-11-03
Quadrant Capital Group LLC
2,757$246.5K0.0%CoreLowCincinnati, OH2026-10-20
Insight Advisors, LLC/ PA
2,700$241.6K0.0%ETFMediumNewtown, PA2026-10-22
Stackstone Wealth, LLC
2,681$239.9K0.0%CoreN/ADubuque, IA2026-10-19
Oppenheimer & Co Inc
2,680$239.8K0.0%CoreLowNew York, NY2026-10-26
Eagle Rock Investment Company, LLC
2,642$236.4K0.0%CoreLowAtlanta, GA2026-10-21
Fermata Advisors, LLC
2,635$235.8K0.0%ETFLowSonoma, CA2026-10-13
Rose Capital Advisors LLC
2,498$223.6K0.1%ETFN/AMiami Beach, FL2026-11-04
Private Trust Co NA
2,498$223.5K0.0%CoreLowCleveland, OH2026-10-20
Kachkovsky & Fisher, Inc.
2,476$221.6K0.2%ETFN/ASan Diego, CA2026-10-21
Ejmk Ventures LLC
2,468$220.8K0.1%GrowthMediumItasca, IL2026-10-21
Penobscot Investment Management Company, Inc.
2,434$217.8K0.0%GrowthLowBoston, MA2026-10-26
Smart Wealth LLC
2,384$213.4K0.0%ETFHighOmaha, NE2026-11-04
Ridgecrest Wealth Partners, LLC
2,356$210.8K0.1%GrowthLowMill Valley, CA2026-10-19
Maseco LLP
2,315$207.2K0.0%ETFVery LowLondon, United Kingdom2026-10-27
Asio Capital, LLC
2,300$205.8K0.0%GrowthMediumLexington, KY2026-10-19
Compass Ion Advisors, LLC
2,296$205.5K0.0%ETFVery LowConshohocken, PA2026-10-23
Capital Advisors, Ltd. LLC
2,281$2040.0%ETFLowShaker Heights, OH2026-10-27
BostonPremier Wealth LLC
2,273$203.4K0.1%ETFVery LowHanover, MA2026-10-16
Maia Wealth LLC
2,264$202.6K0.0%ETFMediumDenver, CO2026-10-19
Ashton Thomas Private Wealth, LLC
2,257$202.0K0.0%CoreMediumScottsdale, AZ2026-11-03
Values Added Financial LLC
2,249$201.2K0.1%ETFLowWashington, DC2026-10-28
RED Crane Wealth Management, LLC
2,246$201.0K0.1%ETFLowSan Francisco, CA2026-10-14
Hofer & Associates. Inc
2,246$201.0K0.1%ETFHighThousand Oaks, CA2026-10-13
3 Factor Indexing, LLC
2,220$198.6K0.2%ETFLowSacramento, CA2026-10-15
Cullen T Bankers, Inc.
1,970$176.3K0.0%GrowthLowSan Antonio, TX2026-10-28
Ashton Thomas Securities, LLC
1,780$159.3K0.0%ETFMediumRochester, NY2026-10-26
Trust Co
1,768$158.2K0.0%ETFVery LowManhattan, KS2026-10-09
Heritage Family Offices, LLP
1,743$156.0K0.1%GrowthHighScottsdale, AZ2026-11-02
William Mack & Associates, Inc.
1,737$155.4K0.0%ETFLowTroy, MI2026-10-27
Farmers & Merchants Investments Inc
1,722$154.1K0.0%CoreVery LowLincoln, NE2026-10-22
Allspring Global Investments Holdings, LLC
1,569$140.1K0.0%CoreMediumCharlotte, NC2026-11-04
First Premier Bank
1,547$1380.0%CoreVery LowSioux Falls, SD2026-10-13
Caldwell Trust Co
1,547$138.4K0.0%GrowthLowVenice, FL2026-10-30
Portfolio Resources Advisor Group, Inc.
1,337$119.6K0.1%ETFMediumCoral Gables, FL2026-10-20
CoreCap Advisors, LLC
1,320$118.1K0.0%ETFMediumSouthfield, MI2026-10-08
Nemes Rush Group LLC
1,291$115.6K0.0%CoreVery LowNovi, MI2026-11-04
Cape Investment Advisory, Inc.
1,238$110.8K0.0%ETFLowMcdonough, GA2026-10-13
Westside Investment Management, Inc.
1,210$108.3K0.0%GrowthLowSanta Monica, CA2026-11-02
Wilmington Savings Fund Society, FSB
1,153$103.2K0.0%CoreLowWilmington, DE2026-10-23
Archer Investment Corp
1,042$93.2K0.0%CoreMediumCarmel, IN2026-11-05
Signaturefd, LLC
1,039$93.0K0.0%IndexLowAtlanta, GA2026-10-23
Plante Moran Financial Advisors, LLC
1,032$92.3K0.0%ETFVery LowSouthfield, MI2026-11-04
Security National Bank
976$87.3K0.0%GrowthLowOmaha, NE2026-10-26
Physician Wealth Advisors, Inc.
969$86.7K0.0%ETFMediumMidvale, UT2026-10-20
Transce3nd, LLC
952$85.7K0.1%GrowthLowBuda, TX2026-10-26
Moisand Fitzgerald Tamayo, LLC
928$83.0K0.0%ETFVery LowOrlando, FL2026-10-15
Halbert Hargrove Global Advisors, LLC
852$76.2K0.0%ETFLowLong Beach, CA2026-10-16
Lanark Financial, Inc.
849$76.0K0.0%CoreMediumBirmingham, AL2026-10-26
Creative Financial Designs Inc
847$75.8K0.0%ETFMediumKokomo, IN2026-11-04
Avion Wealth
835$74.0K0.1%ETFLowThe Woodlands, TX2026-11-04
DeDora Capital, Inc.
721$64.5K0.0%ETFVery LowNapa, CA2026-10-26
Center for Financial Planning, Inc.
693$62.0K0.0%ETFLowSouthfied, MI2026-10-26
Harbor Asset Planning, Inc.
612$54.8K0.0%ETFVery LowBelmont, MA2026-10-23
Capital Investment Advisory Services, LLC
578$52.2K0.0%CoreMediumRaleigh, NC2026-10-30
Hilton Head Capital Partners, LLC
570$51.0K0.0%CoreMediumHilton Head Island, SC2026-10-23
Fiduciary Advisors, Inc.
522$46.7K0.0%ETFLowSt. Louis, MO2026-10-16
CX Institutional
463$410.0%CoreMediumAuburn, IN2026-10-02
Raleigh Capital Management Inc.
441$39.4K0.0%CoreMediumCary, NC2026-10-28
Main Street Group, LTD
437$39.1K0.0%ETFMediumGlen Allen, VA2026-10-28
EverSource Wealth Advisors, LLC
414$37.1K0.0%CoreMediumBirmingham, AL2026-11-04
RMG Wealth Management LLC
408$36.4K0.0%ETFVery HighPlatteville, WI2026-10-26
Root Financial Partners, LLC
404$36.2K0.0%ETFMediumEncinitas, CA2026-10-21
Pinnacle Wealth Planning Services, Inc.
399$35.7K0.0%GARPLowMansfield, OH2026-10-27
Creative Capital Management Investments LLC
381$34.1K0.0%ETFLowSan Diego, CA2026-10-28
West Paces Advisors Inc.
381$34.1K0.0%ETFLowAtlanta, GA2026-10-13
Armor Investment Advisors, LLC
379$33.9K0.0%ETFLowRaleigh, NC2026-10-27
Clark Wealth Partners
320$28.6K0.0%ETFVery LowO'Fallon, IL2026-10-19
Yankcom Partnership
307$27.5K0.0%CoreVery LowYankton, SD2026-10-15
Financial Network Wealth Advisors LLC
300$26.8K0.0%ETFLowMurray, UT2026-10-28
Next Level Wealth Planning, LLC
297$26.6K0.0%ETFVery LowMeridian, ID2026-10-29
GHP Investment Advisors, Inc.
285$25.5K0.0%CoreVery LowDenver, CO2026-10-15
Reyes Financial Architecture, Inc.
260$23.3K0.0%ETFVery HighSan Diego, CA2026-10-22
High Note Wealth, LLC
255$22.8K0.0%ETFVery LowDeephaven, MN2026-10-27
North Star Investment Management Corp.
242$21.7K0.0%CoreLowChicago, IL2026-10-27
Compass Financial Management LLC
233$20.8K0.0%CoreN/ATampa, FL2026-10-30
Prudent Man Investment Management, Inc.
223$20.0K0.0%ETFVery LowLouisville, CO2026-11-03
Investors Research Corp
200$17.9K0.0%ETFLowAtlanta, GA2026-10-07
Contravisory Investment Management, Inc.
189$16.9K0.0%MomentumHighNorwell, MA2026-10-13
Legacy Bridge, LLC
187$16.7K0.0%GrowthVery LowWest Des Moines, IA2026-10-28
Parkside Financial Bank & Trust
186$16.6K0.0%CoreVery LowSaint Louis, MO2026-10-27
Trust Co of Vermont
167$14.9K0.0%CoreVery LowBrattleboro, VT2026-10-21
Arvest Investments, Inc.
167$14.9K0.0%ETFLowLowell, AR2026-10-21
SYM Financial Corp
163$14.6K0.0%ETFVery LowWinona Lake, IN2026-10-26
SJS Investment Consulting Inc.
142$12.7K0.0%ETFVery LowSylvania, OH2026-10-26
Ascentis Independent Advisors
120$10.7K0.0%ETFLowDallas, TX2026-11-03
Murphy & Mullick Capital Management Corp
110$9.8K0.0%GrowthLowSmithtown, NY2026-11-02
Buck Wealth Strategies, LLC
108$9.7K0.0%ValueMediumDenver, CO2026-10-28
Marshall & Sterling Wealth Advisors Inc.
100$8.9K0.0%ETFMediumPoughkeepsie, NY2026-10-28
SBI Securities Co., Ltd.
100$8.9K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Gilpin Wealth Management, LLC
99$8.9K0.0%GrowthLowDenver, CO2026-10-09
High Point Wealth Management, LLC
83$7.4K0.0%ETFLowChester, NJ2026-11-05
Midwest Capital Advisors, LLC
74$6.6K0.0%ETFHighGrand Rapids, MI2026-11-04
American National Bank & Trust
72$6.4K0.0%CoreVery LowWichita Falls, TX2026-10-07
Key Capital Management, Inc
69$6.2K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Signature Resources Capital Management, LLC
66$5.9K0.0%ETFLowNewport Beach, CA2026-10-16
Downshift Financial, LLC
53$4.7K0.0%ETFLowBoulder, CO2026-10-13
Fairway Wealth LLC
47$4.2K0.0%ETFLowIndependence, OH2026-10-30
Elevated Capital Advisors, LLC
40$3.6K0.0%ETFMediumSandy, UT2026-11-04
Abound Wealth Management
38$3.4K0.0%ETFVery LowFranklin, TN2026-10-26
Olistico Wealth, LLC
30$2.7K0.0%GrowthVery LowTulsa, OK2026-10-05
Deane Retirement Strategies, Inc.
25$2.2K0.0%CoreVery HighNew Orleans, LA2026-10-09
MV Capital Management, Inc.
19$1.7K0.0%ETFLowBethesda, MD2026-10-29
Nfsg Corp
16$1.4K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
First Pacific Financial
15$1.3K0.0%ETFLowVancouver, WA2026-10-14
DecisionPoint Financial, LLC
12$1.1K0.0%ETFVery LowMesa, AZ2026-10-27
IMG Wealth Management, Inc.
8$7160.0%ETFMediumJacksonville, FL2026-10-27
Spurstone Advisory Services, LLC
7$6210.0%CoreLowHigganum, CT2026-11-02
Oakworth Capital, Inc.
6$5370.0%ETFLowBirmingham, AL2026-10-26
Evermay Wealth Management LLC
5$4480.0%ETFLowArlington, VA2026-11-05
Provenance Wealth Advisors, LLC
4$3580.0%ETFLowFort Lauderdale, FL2026-10-30
Atlantic Edge Private Wealth Management, LLC
3$2690.0%CoreLowJacksonville, FL2026-10-20
TD Private Client Wealth LLC
0$410.0%ETFLowNew York, NY2026-10-28