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CUSIP: 46435U663 | NYSE | 885 institutional holders

Quarters

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

Creative Planning1,601,358
0.0% of portfolio›$83.3M
Vontobel Holding Ltd.800,000
0.2% of portfolio›$41.6M
Commonwealth Equity Services, LLC373,602
0.0% of portfolio›$19.4M
Accredited Investors Inc.310,124
0.7% of portfolio›$16.1M
Modera Wealth Management, LLC285,127
0.2% of portfolio›$14.8M
Wealth Architects, LLC277,216
1.1% of portfolio›$14.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management263,628
0.2% of portfolio›$13.7M
Bailard, Inc.173,769
0.2% of portfolio›$9.0M
Mission Wealth Management, LP167,740
0.1% of portfolio›$8.7M
Regatta Capital Group, LLC141,228
0.9% of portfolio›$7.3M
Stanich Group LLC135,968
3.4% of portfolio›$7.1M
Mather Group, Llc.128,371
0.1% of portfolio›$6.7M
Apella Capital, LLC113,841
0.1% of portfolio›$6.0M
Cambridge Investment Research Advisors, Inc.112,859
0.0% of portfolio›$5.9K
Willow Creek Wealth Management Inc.111,144
0.4% of portfolio›$5.8M
Gemmer Asset Management LLC110,892
0.4% of portfolio›$5.8M
Bluestem Financial Advisors, LLC105,513
1.9% of portfolio›$5.5M
Regions Financial Corp105,131
0.0% of portfolio›$5.5M
Birchwood Financial Partners, Inc.102,828
4.0% of portfolio›$5.3M
Wealth Enhancement Advisory Services, LLC88,482
0.0% of portfolio›$4.6M
TFC Financial Management, Inc.83,642
0.5% of portfolio›$4.3M
Truist Financial Corp82,353
0.0% of portfolio›$4.3M
Gradient Investments LLC77,736
0.1% of portfolio›$4.0M
eCIO, Inc.69,941
1.3% of portfolio›$3.7M
Bond & Devick Financial Network, Inc.69,766
0.9% of portfolio›$3.6M
Beacon Investment Advisory Services, Inc.64,576
0.1% of portfolio›$3.4M
Integris Wealth Management, LLC63,861
0.6% of portfolio›$3.3M
Crestwood Advisors Group, LLC63,627
0.0% of portfolio›$3.3M
Laurel Wealth Planning LLC59,533
1.3% of portfolio›$3.1M
Vision Capital Management, Inc.58,263
0.3% of portfolio›$3.0M
Wesbanco Bank Inc57,622
0.1% of portfolio›$3.0M
Tompkins Financial Corp55,554
0.2% of portfolio›$2.9M
Pearl Planning LLC49,650
1.1% of portfolio›$2.6M
Grimes & Co Wealth Management, LLC48,268
0.1% of portfolio›$2.5M
Omega Financial Group, LLC47,613
0.8% of portfolio›$2.5M
Sage Financial Group Inc46,875
0.1% of portfolio›$2.4M
Relyea Zuckerberg Hanson LLC44,334
0.2% of portfolio›$2.3M
rebel Financial LLC43,333
0.9% of portfolio›$2.3M
Aspiriant, LLC40,817
0.1% of portfolio›$2.1M
Wealthcare Advisory Partners LLC40,164
0.0% of portfolio›$2.1M
Mascoma Wealth Management LLC39,593
0.4% of portfolio›$2.1M
Midwest Financial Partners Investments, Inc.38,238
0.8% of portfolio›$2.0M
Cliftonlarsonallen Wealth Advisors, LLC37,368
0.0% of portfolio›$1.9M
Citizens Financial Group Inc37,345
0.0% of portfolio›$1.9M
Asset Dedication, LLC36,771
0.1% of portfolio›$1.9M
Chicago Partners Investment Group LLC36,528
0.0% of portfolio›$1.9M
Garde Capital, Inc.34,871
0.1% of portfolio›$1.8M
Allodium Investment Consultants, LLC34,387
0.7% of portfolio›$1.8M
Kestra Advisory Services, LLC34,169
0.0% of portfolio›$1.8M
Invera Wealth Advisors, LLC33,879
0.9% of portfolio›$1.8M
Axxcess Wealth Management, LLC33,014
0.1% of portfolio›$1.7M
Brookstone Capital Management31,748
0.0% of portfolio›$1.7M
Ferguson Wellman Capital Management, Inc31,123
0.0% of portfolio›$1.6M
Stordahl Capital Management, Inc.30,918
0.3% of portfolio›$1.6M
A&I Financial Services, LLC30,573
0.7% of portfolio›$1.6M
Robertson Stephens Wealth Management, LLC30,086
0.0% of portfolio›$1.6M
Values Added Financial LLC29,791
0.5% of portfolio›$1.5M
Wealth Advisory Team LLC26,990
1.2% of portfolio›$1.4M
Pine Haven Investment Counsel, Inc26,659
0.9% of portfolio›$1.4M
Towerpoint Wealth, LLC25,987
0.5% of portfolio›$1.4M
Trilogy Capital Inc.25,501
0.1% of portfolio›$1.3M
Parallel Advisors, LLC25,166
0.0% of portfolio›$1.3M
Bell Investment Advisors, Inc23,762
0.2% of portfolio›$1.2M
Assetmark, Inc23,694
0.0% of portfolio›$1.2M
Farther Finance Advisors, LLC22,979
0.0% of portfolio›$1.2M
Cambridge Financial Group, LLC22,815
0.4% of portfolio›$1.3M
Brewster Financial Planning LLC22,424
0.6% of portfolio›$1.2M
Aufman Associates Inc22,338
0.5% of portfolio›$1.2M
Caliber Wealth Management, LLC / KS20,508
0.1% of portfolio›$1.1M
Cranbrook Wealth Management, LLC20,290
0.2% of portfolio›$1.1M
Sound Stewardship, LLC19,766
0.4% of portfolio›$1.0M
Fingerlakes Wealth Management, Inc.19,682
0.5% of portfolio›$1.0M
Boston Standard Wealth Management, LLC18,641
0.1% of portfolio›$969.3K
FSA Wealth Partners, Inc.18,515
0.3% of portfolio›$962.8K
One Day In July LLC17,715
0.1% of portfolio›$921.2K
Moss Adams Wealth Advisors LLC17,434
0.1% of portfolio›$906.6K
Great Diamond Partners, LLC17,311
0.2% of portfolio›$900.2K
Acropolis Investment Management, LLC17,305
0.0% of portfolio›$899.9K
SAX Wealth Advisors, LLC17,097
0.0% of portfolio›$889.0K
First Heartland Consultants, Inc.16,979
0.1% of portfolio›$882.9K
CGN Advisors LLC16,503
0.1% of portfolio›$858.1K
Well Done, LLC16,277
0.1% of portfolio›$846.4K
Northland Capital Management LLC15,728
0.4% of portfolio›$817.9K
Birch Hill Investment Advisors LLC15,698
0.0% of portfolio›$816.3K
Diversify Advisory Services, LLC15,464
0.0% of portfolio›$813.1K
Diversify Wealth Management, LLC15,464
0.0% of portfolio›$813.1K
Paragon Capital Management Ltd15,208
0.1% of portfolio›$790.8K
Plante Moran Financial Advisors, LLC14,658
0.0% of portfolio›$762.2K
Opal Wealth Advisors, LLC14,453
0.2% of portfolio›$751.6K
Shepherd Financial Partners LLC14,423
0.1% of portfolio›$750.0K
Klaas Financial Asset Advisors, LLC14,262
0.1% of portfolio›$741.6K
Walkner Condon Financial Advisors LLC13,619
0.1% of portfolio›$708.2K
McClarren Financial Advisors, Inc.13,283
0.3% of portfolio›$690.7K
PDS Planning, Inc13,103
0.0% of portfolio›$681.3K
Park Avenue Securities LLC12,946
0.0% of portfolio›$673
Hill Island Financial LLC12,843
0.1% of portfolio›$667.9K
Brandywine OAK Private Wealth LLC12,414
0.0% of portfolio›$645.5K
Affinity Capital Advisors, LLC12,390
0.1% of portfolio›$653.5K
Evergreen Capital Management LLC12,161
0.0% of portfolio›$632.4K
MGO One Seven LLC10,966
0.0% of portfolio›$570.2K
Bangor Savings Bank10,518
0.0% of portfolio›$546.9K
Elwood & Goetz Wealth Advisory Group, LLC10,368
0.1% of portfolio›$539.1K
Brooklyn FI, LLC9,953
0.1% of portfolio›$543.2K
Apollon Wealth Management, LLC9,930
0.0% of portfolio›$516.4K
Factor Wealth Management LTD9,876
0.1% of portfolio›$513.6K
Financial Futures Ltd Liability Co.9,822
0.2% of portfolio›$510.8K
Founders Financial Securities LLC9,770
0.0% of portfolio›$508.1K
Mokosak Advisory Group, LLC9,665
0.1% of portfolio›$502.6K
Presilium Private Wealth, LLC9,557
0.1% of portfolio›$497.0K
First Affirmative Financial Network9,483
0.1% of portfolio›$493.1K
Roof Eidam Maycock Peralta, LLC9,350
0.1% of portfolio›$486.2K
United Asset Strategies, Inc.9,178
0.0% of portfolio›$477.3K
Key FInancial Inc9,173
0.1% of portfolio›$477.0K
Truefg, LLC9,041
0.1% of portfolio›$470.2K
Dynamic Advisor Solutions LLC9,012
0.0% of portfolio›$468.6K
Davenport & Co LLC9,007
0.0% of portfolio›$468.4K
Olio Financial Planning8,838
0.1% of portfolio›$459.6K
Weinberger Asset Management, Inc8,834
0.1% of portfolio›$459.4K
Ipsen Advisor Group LLC8,820
0.3% of portfolio›$458.6K
Emergent Wealth Advisors, LLC8,788
0.2% of portfolio›$457.0K
Washington Trust Bank8,560
0.0% of portfolio›$445.1K
Midwest Trust Co8,522
0.0% of portfolio›$443.1K
Nautilus Advisors LLC8,468
0.3% of portfolio›$440.3K
First Pacific Financial8,292
0.0% of portfolio›$431.2K
Foster Group, Inc.8,119
0.0% of portfolio›$422.2K
Orin Green Financial, LLC7,988
0.2% of portfolio›$415.4K
Winter & Associates, Inc.7,940
0.3% of portfolio›$418.9K
Onyx Bridge Wealth Group LLC7,863
0.0% of portfolio›$408.9K
Lido Advisors, LLC7,739
0.0% of portfolio›$402.4K
NWF Advisory Services Inc.7,341
0.0% of portfolio›$381.8K
Opulen Financial Group LLC7,237
0.2% of portfolio›$376.3K
Ryan Investment Management, Inc.7,188
0.2% of portfolio›$373.8K
Richard P Slaughter Associates Inc7,115
0.1% of portfolio›$370.0K
Wells Financial Advisors Inc7,085
3.4% of portfolio›$368.4K
Ramiah Investment Group6,854
0.3% of portfolio›$356.4K
LWM Advisors Inc6,834
0.3% of portfolio›$355.4K
CWS Financial Advisors, LLC6,630
0.1% of portfolio›$344.8K
Equita Financial Network, Inc.6,458
0.1% of portfolio›$335.8K
McKinley Carter Wealth Services, Inc.6,448
0.0% of portfolio›$335.3K
National Wealth Management Group, LLC6,390
0.1% of portfolio›$332.3K
Hiley Hunt Wealth Management6,346
0.1% of portfolio›$330.0K
Trust Co6,324
0.0% of portfolio›$328.8K
BLB&B Advisors, LLC6,275
0.0% of portfolio›$326.3K
Hurlow Wealth Management Group, Inc.6,188
0.1% of portfolio›$321.8K
Harbor Group, Inc.6,079
0.0% of portfolio›$316.1K
Lodestar Private Asset Management LLC6,067
0.0% of portfolio›$315.5K
Able Financial Group, LLC6,034
0.0% of portfolio›$313.8K
Old Peak Finance LLC5,962
0.1% of portfolio›$310.0K
Higgins & Schmidt Wealth Strategies LLC5,962
0.1% of portfolio›$310.0K
Peak Financial Management, Inc.5,914
0.1% of portfolio›$307.5K
TCI Wealth Advisors, Inc.5,792
0.0% of portfolio›$301.2K
Summit Wealth Group LLC / Co5,773
0.0% of portfolio›$300.2K
Choreo, LLC5,728
0.0% of portfolio›$297.9K
Weil Company, Inc.5,666
0.1% of portfolio›$294.6K
Patriot Investment Management Group, Inc.5,644
0.0% of portfolio›$293.5K
LexAurum Advisors, LLC5,612
0.0% of portfolio›$291.8K
Heritage Family Offices, LLP5,546
0.1% of portfolio›$288.4K
Stewardship Advisors, LLC5,505
0.1% of portfolio›$286.3K
Morton Brown Family Wealth, LLC5,434
0.1% of portfolio›$282.6K
Vaughan & Co Securities, Inc.5,262
0.1% of portfolio›$273.6K
Associated Banc-Corp5,151
0.0% of portfolio›$267.9K
Cornerstone Wealth Advisors, Inc.5,135
0.1% of portfolio›$267.0K
Moller Wealth Partners5,093
0.0% of portfolio›$264.8K
Finley Financial, LLC5,000
0.1% of portfolio›$261.9K
Friedenthal Financial4,997
0.1% of portfolio›$259.8K
Jnba Financial Advisors4,811
0.0% of portfolio›$250.2K
GC Wealth Management RIA, LLC4,753
0.0% of portfolio›$247.2K
AAF Wealth Management, LLC4,708
0.1% of portfolio›$244.8K
Concurrent Investment Advisors, LLC4,671
0.0% of portfolio›$242.9K
Fortress Financial Solutions, LLC4,590
0.2% of portfolio›$238.7K
Xena Financial Planning, LLC4,429
0.2% of portfolio›$230.3K
First Horizon Corp4,335
0.0% of portfolio›$225.4K
Traphagen Investment Advisors LLC4,327
0.0% of portfolio›$225.0K
Accurate Wealth Management, LLC4,236
0.0% of portfolio›$222.2K
XY Planning Network, Inc.4,211
0.0% of portfolio›$219.0K
Scott Capital Advisors, LLC4,210
0.0% of portfolio›$220.3K
Etesian Wealth Advisors, Inc.4,202
0.1% of portfolio›$218.5K
Aaron Wealth Advisors LLC4,173
0.0% of portfolio›$217.0K
RTD Financial Advisors, Inc.4,164
0.0% of portfolio›$216.5K
Focus Financial Network, Inc.4,115
0.0% of portfolio›$214.0K
Whitegate Investment Counselors, Inc.4,030
0.1% of portfolio›$209.6K
RKL Wealth Management LLC4,021
0.0% of portfolio›$209.1K
Flagship Harbor Advisors, LLC4,007
0.0% of portfolio›$208.4K
DWR Wealth Management, LLC3,977
0.1% of portfolio›$207.9K
Nottingham Advisors, Inc.3,969
0.0% of portfolio›$207.9K
ETF Portfolio Partners, Inc.3,966
0.1% of portfolio›$206.2K
Pathway Financial Advisors LLC3,919
0.0% of portfolio›$203.8K
Bigelow Investment Advisors, LLC3,901
0.1% of portfolio›$202.9K
Grey Fox Wealth Advisors, LLC3,891
0.0% of portfolio›$202.3K
SWS Partners3,854
0.0% of portfolio›$200.4K
Halbert Hargrove Global Advisors, LLC3,729
0.0% of portfolio›$193.9K
FinArc Investments, Inc.3,701
0.2% of portfolio›$192.5K
Larson Financial Group LLC3,698
0.0% of portfolio›$192.3K
American Capital Advisory, LLC3,334
0.1% of portfolio›$173.4K
Manchester Capital Management LLC3,258
0.0% of portfolio›$169.4K
Clean Yield Group3,223
0.0% of portfolio›$167.6K
Carolina Wealth Advisors, LLC3,089
0.1% of portfolio›$160.6K
Yankcom Partnership3,060
0.1% of portfolio›$159.2K
Blueline Advisors LLC2,818
0.1% of portfolio›$146.5K
Central Pacific Bank - Trust Division2,660
0.0% of portfolio›$138.3K
Pension & Wealth Management Advisors, Inc.2,577
0.0% of portfolio›$134.0K
Rossby Financial, LCC2,380
0.0% of portfolio›$123.8K
Rossmore Private Capital2,042
0.0% of portfolio›$106.2K
Capital Investment Advisory Services, LLC1,925
0.0% of portfolio›$100.1K
Advantage Trust Co1,907
0.0% of portfolio›$99.2K
Union Savings Bank1,709
0.0% of portfolio›$88.9K
Quaker Wealth Management, LLC1,671
0.0% of portfolio›$86.9K
Creative Financial Designs Inc1,625
0.0% of portfolio›$84.5K
4Thought Financial Group Inc.1,416
0.0% of portfolio›$73.6K
Investors Research Corp1,346
0.0% of portfolio›$70.0K
Signaturefd, LLC1,341
0.0% of portfolio›$69.7K
Nemes Rush Group LLC1,125
0.0% of portfolio›$58.5K
Kennebec Savings Bank1,099
0.0% of portfolio›$57.1K
Pittenger & Anderson Inc1,065
0.0% of portfolio›$55.4K
CoreCap Advisors, LLC1,015
0.0% of portfolio›$52.8K
MJT & Associates Financial Advisory Group, Inc.987
0.0% of portfolio›$51.3K
Your Advocates Ltd., LLP941
0.0% of portfolio›$48.9K
Buck Wealth Strategies, LLC909
0.0% of portfolio›$47.3K
Polaris Financial Partners772
0.0% of portfolio›$58
Frankly Finances, LLC701
0.0% of portfolio›$36.5K
Armstrong Advisory Group, Inc691
0.0% of portfolio›$35.9K
Triumph Capital Management681
0.0% of portfolio›$35.4K
Next Level Wealth Planning, LLC641
0.0% of portfolio›$33.3K
Physician Wealth Advisors, Inc.584
0.0% of portfolio›$30.4K
Capitol Family Office, Inc.554
0.0% of portfolio›$28.8K
Covestor Ltd534
0.0% of portfolio›$28
Cape Investment Advisory, Inc.492
0.0% of portfolio›$25.6K
AlphaCore Capital LLC458
0.0% of portfolio›$23.8K
Birchbrook, Inc.450
0.0% of portfolio›$23.4K
Rosenberg Matthew Hamilton438
0.0% of portfolio›$22.8K
Archer Investment Corp361
0.0% of portfolio›$18.8K
Elevation Wealth Partners, LLC360
0.0% of portfolio›$18.7K
Sunrise Financial Services, LLC342
0.0% of portfolio›$17.8K
Farmers & Merchants Investments Inc337
0.0% of portfolio›$17.5K
Sawyer & Company, Inc325
0.0% of portfolio›$16.9K
Decker Retirement Planning Inc.250
0.0% of portfolio›$13.0K
Cherry Tree Wealth Management, LLC248
0.0% of portfolio›$12.9K
Center for Financial Planning, Inc.218
0.0% of portfolio›$11.3K
Maseco LLP216
0.0% of portfolio›$11.2K
MTM Investment Management, LLC200
0.0% of portfolio›$10.4K
Ashton Thomas Private Wealth, LLC179
0.0% of portfolio›$9.3K
Cdkv Holdings LLC165
0.0% of portfolio›$8.6K
Nfsg Corp163
0.0% of portfolio›$8.5K
Balance Wealth Partners LLC161
0.0% of portfolio›$8.4K
IFP Advisors, Inc158
0.0% of portfolio›$8.2K
Laurel Wealth Advisors LLC103
0.0% of portfolio›$5.4K
Kroeger Financial Partners101
0.0% of portfolio›$5.3K
Concord Wealth Partners94
0.0% of portfolio›$4.9K
Atwood & Palmer Inc79
0.0% of portfolio›$4.1K
Barrett & Company, Inc.70
0.0% of portfolio›$3.6K
Noble Wealth Management PBC60
0.0% of portfolio›$3.1K
Wolff Wiese Magana LLC58
0.0% of portfolio›$3.0K
Downshift Financial, LLC54
0.0% of portfolio›$2.8K
Root Financial Partners, LLC51
0.0% of portfolio›$2.7K
Ascentis Independent Advisors37
0.0% of portfolio›$1.9K
Hurley Capital, LLC36
0.0% of portfolio›$1.9K
Signature Resources Capital Management, LLC33
0.0% of portfolio›$1.7K
Davis Capital Management2
0.0% of portfolio›$104
Silver Grove Financial Group, Inc.2
0.0% of portfolio›$92
Richardson Financial Services Inc.2
0.0% of portfolio›$104
StyleTurnoverLocationFiled
Creative Planning
1,601,358$83.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Vontobel Holding Ltd.
800,000$41.6M0.2%CoreMediumZurich, Switzerland2026-10-16
Commonwealth Equity Services, LLC
373,602$19.4M0.0%ETFLowWaltham, MA2026-11-02
Accredited Investors Inc.
310,124$16.1M0.7%ETFLowEdina, MN2026-11-03
Modera Wealth Management, LLC
285,127$14.8M0.2%ETFVery LowWestwood, NJ2026-10-28
Wealth Architects, LLC
277,216$14.4M1.1%ETFVery LowMountain View, CA2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
263,628$13.7M0.2%GrowthVery LowSeattle, WA2026-10-27
Bailard, Inc.
173,769$9.0M0.2%GrowthMediumFoster City, CA2026-10-13
Mission Wealth Management, LP
167,740$8.7M0.1%ETFLowSanta Barbara, CA2026-10-15
Regatta Capital Group, LLC
141,228$7.3M0.9%ETFLowEl Segundo, CA2026-10-23
Stanich Group LLC
135,968$7.1M3.4%ETFVery LowMontauk, NY2026-10-16
Mather Group, Llc.
128,371$6.7M0.1%ETFMediumChicago, IL2026-10-14
Apella Capital, LLC
113,841$6.0M0.1%ETFVery LowWest Hartford, CT2026-10-08
Cambridge Investment Research Advisors, Inc.
112,859$5.9K0.0%ETFLowFairfield, IA2026-11-02
Willow Creek Wealth Management Inc.
111,144$5.8M0.4%ETFVery LowSebastopol, CA2026-10-26
Gemmer Asset Management LLC
110,892$5.8M0.4%ETFLowWalnut Creek, CA2026-10-16
Bluestem Financial Advisors, LLC
105,513$5.5M1.9%ETFVery LowSavoy, IL2026-10-20
Regions Financial Corp
105,131$5.5M0.0%CoreLowBirmingham, AL2026-11-05
Birchwood Financial Partners, Inc.
102,828$5.3M4.0%ETFVery LowBloomington, MN2026-11-02
Wealth Enhancement Advisory Services, LLC
88,482$4.6M0.0%CoreLowPlymouth, MN2026-10-13
TFC Financial Management, Inc.
83,642$4.3M0.5%ETFVery LowBoston, MA2026-10-26
Truist Financial Corp
82,353$4.3M0.0%CoreLowCharlotte, NC2026-10-30
Gradient Investments LLC
77,736$4.0M0.1%CoreMediumArden Hills, MN2026-10-08
eCIO, Inc.
69,941$3.7M1.3%ETFMediumMadison, WI2026-11-02
Bond & Devick Financial Network, Inc.
69,766$3.6M0.9%ETFVery LowSt. Louis Park, MN2026-10-23
Beacon Investment Advisory Services, Inc.
64,576$3.4M0.1%GrowthLowMorristown, NJ2026-10-13
Integris Wealth Management, LLC
63,861$3.3M0.6%ETFVery LowMonterey, CA2026-10-14
Crestwood Advisors Group, LLC
63,627$3.3M0.0%GrowthLowBoston, MA2026-10-27
Laurel Wealth Planning LLC
59,533$3.1M1.3%ETFLowEdina, MN2026-11-02
Vision Capital Management, Inc.
58,263$3.0M0.3%CoreVery LowPortland, OR2026-10-20
Wesbanco Bank Inc
57,622$3.0M0.1%CoreLowWheeling, WV2026-11-04
Tompkins Financial Corp
55,554$2.9M0.2%CoreLowIthaca, NY2026-10-05
Pearl Planning LLC
49,650$2.6M1.1%ETFLowDexter, MI2026-10-13
Grimes & Co Wealth Management, LLC
48,268$2.5M0.1%CoreLowWestborough, MA2026-10-29
Omega Financial Group, LLC
47,613$2.5M0.8%ETFVery LowSanta Barbara, CA2026-10-29
Sage Financial Group Inc
46,875$2.4M0.1%ETFVery LowW. Conshohocken, PA2026-10-27
Relyea Zuckerberg Hanson LLC
44,334$2.3M0.2%ETFLowStamford, CT2026-10-20
rebel Financial LLC
43,333$2.3M0.9%N/AVery LowGroveport, OH2026-11-04
Aspiriant, LLC
40,817$2.1M0.1%ETFVery LowLos Angeles, CA2026-10-16
Wealthcare Advisory Partners LLC
40,164$2.1M0.0%ETFLowWest Chester, PA2026-10-21
Mascoma Wealth Management LLC
39,593$2.1M0.4%ETFVery LowHanover, NH2026-10-23
Midwest Financial Partners Investments, Inc.
38,238$2.0M0.8%ETFVery LowSt. Cloud, MN2026-10-08
Cliftonlarsonallen Wealth Advisors, LLC
37,368$1.9M0.0%ETFLowMinneapolis, MN2026-10-14
Citizens Financial Group Inc
37,345$1.9M0.0%GrowthLowProvidence, RI2026-10-23
Asset Dedication, LLC
36,771$1.9M0.1%ETFLowSan Francisco, CA2026-11-03
Chicago Partners Investment Group LLC
36,528$1.9M0.0%GARPLowChicago, IL2026-10-27
Garde Capital, Inc.
34,871$1.8M0.1%ETFLowSeattle, WA2026-10-29
Allodium Investment Consultants, LLC
34,387$1.8M0.7%ETFVery LowMinneapolis, MN2026-10-14
Kestra Advisory Services, LLC
34,169$1.8M0.0%CoreLowAustin, TX2026-11-02
Invera Wealth Advisors, LLC
33,879$1.8M0.9%GrowthMediumBend, OR2026-10-28
Axxcess Wealth Management, LLC
33,014$1.7M0.1%CoreLowCarlsbad, CA2026-10-21
Brookstone Capital Management
31,748$1.7M0.0%ETFMediumWheaton, IL2026-10-22
Ferguson Wellman Capital Management, Inc
31,123$1.6M0.0%CoreLowPortland, OR2026-10-05
Stordahl Capital Management, Inc.
30,918$1.6M0.3%ETFVery LowGreenwood Village, CO2026-10-22
A&I Financial Services, LLC
30,573$1.6M0.7%ETFHighLone Tree, CO2026-10-15
Robertson Stephens Wealth Management, LLC
30,086$1.6M0.0%ETFMediumSan Francisco, CA2026-10-16
Values Added Financial LLC
29,791$1.5M0.5%ETFLowWashington, DC2026-10-28
Wealth Advisory Team LLC
26,990$1.4M1.2%ETFN/ABellevue, KY2026-11-05
Pine Haven Investment Counsel, Inc
26,659$1.4M0.9%CoreVery LowFairhaven, MA2026-11-02
Towerpoint Wealth, LLC
25,987$1.4M0.5%ETFLowSacramento, CA2026-10-13
Trilogy Capital Inc.
25,501$1.3M0.1%ETFMediumIrvine, CA2026-10-20
Parallel Advisors, LLC
25,166$1.3M0.0%IndexLowSan Francisco, CA2026-11-03
Bell Investment Advisors, Inc
23,762$1.2M0.2%ETFVery LowOrinda, CA2026-10-29
Assetmark, Inc
23,694$1.2M0.0%ETFLowConcord, CA2026-10-21
Farther Finance Advisors, LLC
22,979$1.2M0.0%IndexLowSan Francisco, CA2026-10-08
Cambridge Financial Group, LLC
22,815$1.3M0.4%ETFLowTucson, AZ2026-10-06
Brewster Financial Planning LLC
22,424$1.2M0.6%ETFVery LowBrooklyn, NY2026-10-13
Aufman Associates Inc
22,338$1.2M0.5%ETFVery LowSewickley, PA2026-11-04
Caliber Wealth Management, LLC / KS
20,508$1.1M0.1%ETFLowOverland Park, KS2026-11-04
Cranbrook Wealth Management, LLC
20,290$1.1M0.2%ETFVery LowBloomfield Hills, MI2026-10-28
Sound Stewardship, LLC
19,766$1.0M0.4%ETFVery LowOverland Park, KS2026-10-14
Fingerlakes Wealth Management, Inc.
19,682$1.0M0.5%ETFVery LowIthaca, NY2026-11-04
Boston Standard Wealth Management, LLC
18,641$969.3K0.1%ETFLowWinchester, MA2026-10-07
FSA Wealth Partners, Inc.
18,515$962.8K0.3%ETFHighRockville, MD2026-10-26
One Day In July LLC
17,715$921.2K0.1%ETFVery LowBurlington, VT2026-10-30
Moss Adams Wealth Advisors LLC
17,434$906.6K0.1%ETFLowSeattle, WA2026-10-28
Great Diamond Partners, LLC
17,311$900.2K0.2%CoreMediumPortland, ME2026-10-13
Acropolis Investment Management, LLC
17,305$899.9K0.0%ETFLowSt. Louis, MO2026-10-08
SAX Wealth Advisors, LLC
17,097$889.0K0.0%ETFVery LowParsippany, NJ2026-10-13
First Heartland Consultants, Inc.
16,979$882.9K0.1%ETFMediumLake St. Louis, MO2026-10-08
CGN Advisors LLC
16,503$858.1K0.1%ETFLowManhattan, KS2026-10-21
Well Done, LLC
16,277$846.4K0.1%ETFLowHolland, MI2026-10-20
Northland Capital Management LLC
15,728$817.9K0.4%ETFMediumVirginia, MN2026-10-15
Birch Hill Investment Advisors LLC
15,698$816.3K0.0%CoreVery LowBoston, MA2026-10-16
Diversify Advisory Services, LLC
15,464$813.1K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
15,464$813.1K0.0%GrowthMediumSandy, UT2026-10-20
Paragon Capital Management Ltd
15,208$790.8K0.1%CoreVery LowDenver, CO2026-10-09
Plante Moran Financial Advisors, LLC
14,658$762.2K0.0%ETFVery LowSouthfield, MI2026-11-04
Opal Wealth Advisors, LLC
14,453$751.6K0.2%ETFLowJericho, NY2026-10-16
Shepherd Financial Partners LLC
14,423$750.0K0.1%ETFLowWinchester, MA2026-11-03
Klaas Financial Asset Advisors, LLC
14,262$741.6K0.1%ETFVery LowLoves Park, IL2026-10-19
Walkner Condon Financial Advisors LLC
13,619$708.2K0.1%ETFLowVerona, WI2026-11-02
McClarren Financial Advisors, Inc.
13,283$690.7K0.3%ETFMediumState College, PA2026-10-15
PDS Planning, Inc
13,103$681.3K0.0%IndexVery LowDublin, OH2026-11-03
Park Avenue Securities LLC
12,946$6730.0%ETFMediumNew York, NY2026-10-26
Hill Island Financial LLC
12,843$667.9K0.1%ETFLowGrand Rapids, MI2026-10-20
Brandywine OAK Private Wealth LLC
12,414$645.5K0.0%ETFVery LowKennett Square, PA2026-10-23
Affinity Capital Advisors, LLC
12,390$653.5K0.1%ETFLowBerkeley, CA2026-10-13
Evergreen Capital Management LLC
12,161$632.4K0.0%GARPMediumBellevue, WA2026-10-23
MGO One Seven LLC
10,966$570.2K0.0%GrowthLowBeachwood, OH2026-10-28
Bangor Savings Bank
10,518$546.9K0.0%ETFLowBangor, ME2026-10-06
Elwood & Goetz Wealth Advisory Group, LLC
10,368$539.1K0.1%ETFLowAthens, GA2026-10-28
Brooklyn FI, LLC
9,953$543.2K0.1%ETFVery LowNew York, NY2026-11-05
Apollon Wealth Management, LLC
9,930$516.4K0.0%GrowthLowMount Pleasant, SC2026-10-23
Factor Wealth Management LTD
9,876$513.6K0.1%ETFLowChicago, IL2026-10-08
Financial Futures Ltd Liability Co.
9,822$510.8K0.2%ETFLowBrielle, NJ2026-10-13
Founders Financial Securities LLC
9,770$508.1K0.0%ETFMediumTowson, MD2026-10-28
Mokosak Advisory Group, LLC
9,665$502.6K0.1%ETFVery LowUrbandale, IA2026-10-20
Presilium Private Wealth, LLC
9,557$497.0K0.1%ETFVery LowRadnor, PA2026-10-26
First Affirmative Financial Network
9,483$493.1K0.1%CoreN/AColorado Springs, CO2026-10-21
Roof Eidam Maycock Peralta, LLC
9,350$486.2K0.1%ETFVery LowSan Francisco, CA2026-10-15
United Asset Strategies, Inc.
9,178$477.3K0.0%GrowthLowGarden City, NY2026-10-28
Key FInancial Inc
9,173$477.0K0.1%ETFLowWest Chester, PA2026-11-02
Truefg, LLC
9,041$470.2K0.1%ETFVery LowCedar Park, TX2026-10-15
Dynamic Advisor Solutions LLC
9,012$468.6K0.0%ETFLowPhoenix, AZ2026-10-13
Davenport & Co LLC
9,007$468.4K0.0%CoreMediumRichmond, VA2026-10-14
Olio Financial Planning
8,838$459.6K0.1%ETFVery LowMclean, VA2026-10-22
Weinberger Asset Management, Inc
8,834$459.4K0.1%ETFVery LowLos Angeles, CA2026-10-28
Ipsen Advisor Group LLC
8,820$458.6K0.3%ETFLowLittle Rock, AR2026-10-29
Emergent Wealth Advisors, LLC
8,788$457.0K0.2%ETFMediumWilliamsville, NY2026-10-09
Washington Trust Bank
8,560$445.1K0.0%CoreLowSpokane, WA2026-11-03
Midwest Trust Co
8,522$443.1K0.0%CoreLowOverland Park, KS2026-10-22
Nautilus Advisors LLC
8,468$440.3K0.3%GrowthLowLa Jolla, CA2026-10-07
First Pacific Financial
8,292$431.2K0.0%ETFLowVancouver, WA2026-10-14
Foster Group, Inc.
8,119$422.2K0.0%ETFVery LowUrbandale, IA2026-10-13
Orin Green Financial, LLC
7,988$415.4K0.2%ETFVery LowSan Diego, CA2026-10-19
Winter & Associates, Inc.
7,940$418.9K0.3%ETFMediumSt. Paul, MN2026-10-23
Onyx Bridge Wealth Group LLC
7,863$408.9K0.0%ETFMediumTarrytown, NY2026-10-16
Lido Advisors, LLC
7,739$402.4K0.0%GrowthLowLos Angeles, CA2026-11-04
NWF Advisory Services Inc.
7,341$381.8K0.0%GARPLowLos Angeles, CA2026-10-19
Opulen Financial Group LLC
7,237$376.3K0.2%ETFVery LowArlington, VA2026-10-22
Ryan Investment Management, Inc.
7,188$373.8K0.2%ETFVery HighBasalt, CO2026-10-20
Richard P Slaughter Associates Inc
7,115$370.0K0.1%ETFMediumAustin, TX2026-10-13
Wells Financial Advisors Inc
7,085$368.4K3.4%ETFVery LowFramingham, MA2026-11-02
Ramiah Investment Group
6,854$356.4K0.3%ETFHighBrookfield, WI2026-10-20
LWM Advisors Inc
6,834$355.4K0.3%ETFLowEl Dorado Hills, CA2026-10-08
CWS Financial Advisors, LLC
6,630$344.8K0.1%ETFVery LowKalamazoo, MI2026-10-16
Equita Financial Network, Inc.
6,458$335.8K0.1%ETFLowFort Washington, PA2026-10-19
McKinley Carter Wealth Services, Inc.
6,448$335.3K0.0%ETFMediumWheeling, WV2026-10-16
National Wealth Management Group, LLC
6,390$332.3K0.1%ETFMediumCincinnati, OH2026-10-26
Hiley Hunt Wealth Management
6,346$330.0K0.1%ETFVery LowOmaha, NE2026-10-08
Trust Co
6,324$328.8K0.0%ETFVery LowManhattan, KS2026-10-09
BLB&B Advisors, LLC
6,275$326.3K0.0%ETFLowMontgomeryville, PA2026-10-27
Hurlow Wealth Management Group, Inc.
6,188$321.8K0.1%ETFVery LowBloomington, IN2026-10-29
Harbor Group, Inc.
6,079$316.1K0.0%ETFVery LowBedford, NH2026-10-14
Lodestar Private Asset Management LLC
6,067$315.5K0.0%ETFLowAlamo, CA2026-10-26
Able Financial Group, LLC
6,034$313.8K0.0%ETFLowScottsdale, AZ2026-10-14
Old Peak Finance LLC
5,962$310.0K0.1%ETFVery LowChapel Hill, NC2026-11-02
Higgins & Schmidt Wealth Strategies LLC
5,962$310.0K0.1%ETFLowDenver, CO2026-10-26
Peak Financial Management, Inc.
5,914$307.5K0.1%ETFVery LowWellesley, MA2026-10-16
TCI Wealth Advisors, Inc.
5,792$301.2K0.0%ETFLowTucson, AZ2026-10-30
Summit Wealth Group LLC / Co
5,773$300.2K0.0%ETFHighColorado Springs, CO2026-10-29
Choreo, LLC
5,728$297.9K0.0%IndexLowRockford, IL2026-10-28
Weil Company, Inc.
5,666$294.6K0.1%ETFLowSan Diego, CA2026-10-14
Patriot Investment Management Group, Inc.
5,644$293.5K0.0%ETFVery LowKnoxville, TN2026-10-15
LexAurum Advisors, LLC
5,612$291.8K0.0%ETFLowOverland Park, KS2026-10-19
Heritage Family Offices, LLP
5,546$288.4K0.1%GrowthHighScottsdale, AZ2026-11-02
Stewardship Advisors, LLC
5,505$286.3K0.1%ETFMediumMount Joy, PA2026-10-20
Morton Brown Family Wealth, LLC
5,434$282.6K0.1%ETFVery LowAllentown, PA2026-10-23
Vaughan & Co Securities, Inc.
5,262$273.6K0.1%ETFVery LowRidgewood, NJ2026-10-23
Associated Banc-Corp
5,151$267.9K0.0%CoreLowGreen Bay, WI2026-10-30
Cornerstone Wealth Advisors, Inc.
5,135$267.0K0.1%ETFLowEdina, MN2026-10-16
Moller Wealth Partners
5,093$264.8K0.0%ETFVery LowNorthfield, IL2026-10-15
Finley Financial, LLC
5,000$261.9K0.1%ETFVery LowLas Vegas, NV2026-10-28
Friedenthal Financial
4,997$259.8K0.1%ETFHighMarlton, NJ2026-10-27
Jnba Financial Advisors
4,811$250.2K0.0%ETFMediumBloomington, MN2026-11-03
GC Wealth Management RIA, LLC
4,753$247.2K0.0%GrowthMediumCambridge, MA2026-11-02
AAF Wealth Management, LLC
4,708$244.8K0.1%ETFLowWestborough, MA2026-10-28
Concurrent Investment Advisors, LLC
4,671$242.9K0.0%GrowthMediumTampa, FL2026-10-16
Fortress Financial Solutions, LLC
4,590$238.7K0.2%ETFLowTucson, AZ2026-10-14
Xena Financial Planning, LLC
4,429$230.3K0.2%ETFVery LowPortland, OR2026-10-13
First Horizon Corp
4,335$225.4K0.0%CoreLowMemphis, TN2026-10-26
Traphagen Investment Advisors LLC
4,327$225.0K0.0%ETFLowOradell, NJ2026-10-14
Accurate Wealth Management, LLC
4,236$222.2K0.0%CoreMediumWesley Chapel, FL2026-10-20
XY Planning Network, Inc.
4,211$219.0K0.0%ETFLowBozeman, MT2026-10-14
Scott Capital Advisors, LLC
4,210$220.3K0.0%ETFVery LowPortland, OR2026-10-13
Etesian Wealth Advisors, Inc.
4,202$218.5K0.1%ETFLowWest Linn, OR2026-10-27
Aaron Wealth Advisors LLC
4,173$217.0K0.0%GrowthMediumChicago, IL2026-10-13
RTD Financial Advisors, Inc.
4,164$216.5K0.0%ETFLowPhiladelphia, PA2026-10-09
Focus Financial Network, Inc.
4,115$214.0K0.0%ETFLowMinneapolis, MN2026-10-14
Whitegate Investment Counselors, Inc.
4,030$209.6K0.1%ETFVery LowConcord, NH2026-11-02
RKL Wealth Management LLC
4,021$209.1K0.0%ETFVery LowLancaster, PA2026-10-16
Flagship Harbor Advisors, LLC
4,007$208.4K0.0%ETFMediumBoston, MA2026-10-26
DWR Wealth Management, LLC
3,977$207.9K0.1%ETFLowSan Jose, CA2026-10-13
Nottingham Advisors, Inc.
3,969$207.9K0.0%ETFLowAmherst, NY2026-10-29
ETF Portfolio Partners, Inc.
3,966$206.2K0.1%ETFVery LowLeawood, KS2026-10-22
Pathway Financial Advisors LLC
3,919$203.8K0.0%ETFLowSouth Burlington, VT2026-10-07
Bigelow Investment Advisors, LLC
3,901$202.9K0.1%ETFLowPortland, ME2026-10-13
Grey Fox Wealth Advisors, LLC
3,891$202.3K0.0%ETFLowRockland, DE2026-11-03
SWS Partners
3,854$200.4K0.0%GrowthMediumColumbus, OH2026-10-26
Halbert Hargrove Global Advisors, LLC
3,729$193.9K0.0%ETFLowLong Beach, CA2026-10-16
FinArc Investments, Inc.
3,701$192.5K0.2%ValueLowNorwood, MA2026-10-14
Larson Financial Group LLC
3,698$192.3K0.0%GrowthLowSt Louis, MO2026-11-05
American Capital Advisory, LLC
3,334$173.4K0.1%ETFLowKetchum, ID2026-10-28
Manchester Capital Management LLC
3,258$169.4K0.0%CoreLowManchester, VT2026-10-22
Clean Yield Group
3,223$167.6K0.0%CoreLowNorwich, VT2026-10-28
Carolina Wealth Advisors, LLC
3,089$160.6K0.1%YieldHighMyrtle Beach, SC2026-10-23
Yankcom Partnership
3,060$159.2K0.1%CoreVery LowYankton, SD2026-10-15
Blueline Advisors LLC
2,818$146.5K0.1%ETFLowExeter, NH2026-10-15
Central Pacific Bank - Trust Division
2,660$138.3K0.0%CoreMediumHonolulu, HI2026-10-06
Pension & Wealth Management Advisors, Inc.
2,577$134.0K0.0%ETFLowWaltham, MA2026-10-16
Rossby Financial, LCC
2,380$123.8K0.0%ETFMediumMelbourne, FL2026-11-05
Rossmore Private Capital
2,042$106.2K0.0%CoreLowGlastonbury, CT2026-10-27
Capital Investment Advisory Services, LLC
1,925$100.1K0.0%CoreMediumRaleigh, NC2026-10-30
Advantage Trust Co
1,907$99.2K0.0%ETFVery LowSalina, KS2026-10-19
Union Savings Bank
1,709$88.9K0.0%CoreLowLitchfield, CT2026-10-14
Quaker Wealth Management, LLC
1,671$86.9K0.0%ETFMediumMoorestown, NJ2026-10-22
Creative Financial Designs Inc
1,625$84.5K0.0%ETFMediumKokomo, IN2026-11-04
4Thought Financial Group Inc.
1,416$73.6K0.0%ETFLowSyosset, NY2026-11-02
Investors Research Corp
1,346$70.0K0.0%ETFLowAtlanta, GA2026-10-07
Signaturefd, LLC
1,341$69.7K0.0%IndexLowAtlanta, GA2026-10-23
Nemes Rush Group LLC
1,125$58.5K0.0%CoreVery LowNovi, MI2026-11-04
Kennebec Savings Bank
1,099$57.1K0.0%CoreLowAugusta, ME2026-10-22
Pittenger & Anderson Inc
1,065$55.4K0.0%CoreLowLincoln, NE2026-11-02
CoreCap Advisors, LLC
1,015$52.8K0.0%ETFMediumSouthfield, MI2026-10-08
MJT & Associates Financial Advisory Group, Inc.
987$51.3K0.0%ETFLowMontevideo, MN2026-10-07
Your Advocates Ltd., LLP
941$48.9K0.0%ETFLowHouston, TX2026-11-03
Buck Wealth Strategies, LLC
909$47.3K0.0%ValueMediumDenver, CO2026-10-28
Polaris Financial Partners
772$580.0%GrowthN/AWesterville, OH2026-10-02
Frankly Finances, LLC
701$36.5K0.0%ETFVery LowWinter Park, FL2026-10-28
Armstrong Advisory Group, Inc
691$35.9K0.0%ETFHighNeedham, MA2026-10-09
Triumph Capital Management
681$35.4K0.0%ETFMediumDenver, CO2026-10-14
Next Level Wealth Planning, LLC
641$33.3K0.0%ETFVery LowMeridian, ID2026-10-29
Physician Wealth Advisors, Inc.
584$30.4K0.0%ETFMediumMidvale, UT2026-10-20
Capitol Family Office, Inc.
554$28.8K0.0%ETFLowBeaverton, OR2026-10-13
Covestor Ltd
534$280.0%ValueHighLondon, United Kingdom2026-10-30
Cape Investment Advisory, Inc.
492$25.6K0.0%ETFLowMcdonough, GA2026-10-13
AlphaCore Capital LLC
458$23.8K0.0%ETFLowLa Jolla, CA2026-11-04
Birchbrook, Inc.
450$23.4K0.0%ETFLowBangor, ME2026-10-14
Rosenberg Matthew Hamilton
438$22.8K0.0%ETFVery LowGrand Junction, CO2026-10-05
Archer Investment Corp
361$18.8K0.0%CoreMediumCarmel, IN2026-11-05
Elevation Wealth Partners, LLC
360$18.7K0.0%ETFLowWalnut Creek, CA2026-10-07
Sunrise Financial Services, LLC
342$17.8K0.0%ETFMediumBurien, WA2026-10-21
Farmers & Merchants Investments Inc
337$17.5K0.0%CoreVery LowLincoln, NE2026-10-22
Sawyer & Company, Inc
325$16.9K0.0%GrowthLowBoston, MA2026-10-21
Decker Retirement Planning Inc.
250$13.0K0.0%Agg GrowthVery HighLevi, UT2026-10-19
Cherry Tree Wealth Management, LLC
248$12.9K0.0%ETFVery LowMinnetonka, MN2026-10-15
Center for Financial Planning, Inc.
218$11.3K0.0%ETFLowSouthfied, MI2026-10-26
Maseco LLP
216$11.2K0.0%ETFVery LowLondon, United Kingdom2026-10-27
MTM Investment Management, LLC
200$10.4K0.0%CoreVery LowSpartanburg, SC2026-10-30
Ashton Thomas Private Wealth, LLC
179$9.3K0.0%CoreMediumScottsdale, AZ2026-11-03
Cdkv Holdings LLC
165$8.6K0.0%ETFMediumDenver, CO2026-10-28
Nfsg Corp
163$8.5K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Balance Wealth Partners LLC
161$8.4K0.0%ETFMediumWorthington, OH2026-10-27
IFP Advisors, Inc
158$8.2K0.0%GrowthLowTampa, FL2026-10-16
Laurel Wealth Advisors LLC
103$5.4K0.0%CoreVery LowCharlotte, NC2026-10-27
Kroeger Financial Partners
101$5.3K0.0%ETFN/AGrass Valley, CA2026-10-19
Concord Wealth Partners
94$4.9K0.0%GrowthLowAbingdon, VA2026-11-02
Atwood & Palmer Inc
79$4.1K0.0%CoreVery LowKansas City, MO2026-10-08
Barrett & Company, Inc.
70$3.6K0.0%ETFLowProvidence, RI2026-10-22
Noble Wealth Management PBC
60$3.1K0.0%YieldMediumGreenwood Village, CO2026-10-01
Wolff Wiese Magana LLC
58$3.0K0.0%GrowthLowCarslbad, CA2026-10-15
Downshift Financial, LLC
54$2.8K0.0%ETFLowBoulder, CO2026-10-13
Root Financial Partners, LLC
51$2.7K0.0%ETFMediumEncinitas, CA2026-10-21
Ascentis Independent Advisors
37$1.9K0.0%ETFLowDallas, TX2026-11-03
Hurley Capital, LLC
36$1.9K0.0%GARPMediumNew York, NY2026-11-05
Signature Resources Capital Management, LLC
33$1.7K0.0%ETFLowNewport Beach, CA2026-10-16
Davis Capital Management
2$1040.0%CoreLowJacksonville, FL2026-10-08
Silver Grove Financial Group, Inc.
2$920.0%CoreMediumOrchard Park, NY2026-11-05
Richardson Financial Services Inc.
2$1040.0%GrowthMediumMedway, MA2026-10-30