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CUSIP: 46436E718 | NYSE | 2038 institutional holders

Quarters

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

True North Advisors, LLC2,511,902
18.7% of portfolio›$252.9M
Equity Investment Corp2,265,141
4.3% of portfolio›$228.1M
Wealth Enhancement Advisory Services, LLC2,200,596
0.3% of portfolio›$220.8M
Confluence Investment Management LLC2,152,535
3.6% of portfolio›$216.7M
CX Institutional1,933,047
5.3% of portfolio›$194.6K
Perigon Wealth Management, LLC1,907,278
3.0% of portfolio›$192.0M
Hollow Brook Wealth Management LLC1,729,663
30.3% of portfolio›$174.1M
Cambridge Investment Research Advisors, Inc.1,633,018
0.0% of portfolio›$164.4K
Farther Finance Advisors, LLC1,593,502
1.1% of portfolio›$160.4M
Peavine Capital, LLC1,341,102
29.6% of portfolio›$135.0M
3Edge Asset Management, LP1,121,792
4.8% of portfolio›$112.9M
Commonwealth Equity Services, LLC1,005,115
0.1% of portfolio›$101.2M
Jnba Financial Advisors996,162
7.6% of portfolio›$100.3M
Selective Wealth Management, Inc.985,111
23.0% of portfolio›$99.1M
Kestra Advisory Services, LLC927,730
0.3% of portfolio›$93.4M
Mesirow Financial Investment Management, Inc.903,815
1.4% of portfolio›$91.0M
Prairie Advisory, LLC888,790
10.4% of portfolio›$89.5M
Vise Technologies, Inc.859,510
0.7% of portfolio›$86.5M
Cynosure Group, LLC792,368
11.3% of portfolio›$79.9M
Fiduciary Financial Group, LLC777,752
9.1% of portfolio›$78.3M
Mirae Asset Global Investments Co., Ltd.723,000
0.1% of portfolio›$72.8M
Titleist Asset Management, LLC721,261
4.7% of portfolio›$72.6M
D.A. Davidson & Co.707,373
0.4% of portfolio›$71.2M
PSP Research LLC700,000
48.3% of portfolio›$70.5M
Moneco Advisors, LLC655,805
3.9% of portfolio›$66.0M
HUB Investment Partners, LLC633,212
1.1% of portfolio›$63.8M
Trek Financial, LLC631,624
2.9% of portfolio›$63.6M
Brighton Jones LLC591,889
1.0% of portfolio›$59.6M
Fourpath Capital Management, LLC589,726
7.7% of portfolio›$59.4M
Flagship Harbor Advisors, LLC570,155
2.1% of portfolio›$57.4M
Evergreen Capital Management LLC565,763
1.0% of portfolio›$57.0M
Encompass More Asset Management554,028
7.8% of portfolio›$55.8M
Truist Financial Corp537,769
0.1% of portfolio›$54.1M
Creative Planning536,701
0.0% of portfolio›$54.0M
Balentine LLC531,945
2.0% of portfolio›$53.6M
Marks Wealth, LLC492,550
10.8% of portfolio›$49.6M
Blue Trust, Inc.491,322
0.5% of portfolio›$49.5M
AlphaStar Capital Management, LLC481,393
2.9% of portfolio›$48.5M
Vigilare Wealth Management471,390
14.5% of portfolio›$47.5M
Maxi Investments CY Ltd469,500
0.0% of portfolio›$47.3K
Penney Financial, LLC467,440
13.9% of portfolio›$47.1M
Souders Financial Advisors464,546
4.5% of portfolio›$46.8M
Brookstone Capital Management425,467
0.4% of portfolio›$42.8M
Index Fund Advisors, Inc.406,805
1.7% of portfolio›$41.0M
Lido Advisors, LLC402,365
0.1% of portfolio›$40.5M
Dynamic Financial Group394,034
28.8% of portfolio›$39.7M
Integrated Advisors Network LLC392,450
1.8% of portfolio›$39.5M
Larson Financial Group LLC391,291
1.0% of portfolio›$39.4M
Synergy Asset Management, LLC387,224
3.6% of portfolio›$39.0M
Leonard Rickey Investment Advisors P.L.L.C.382,938
6.0% of portfolio›$38.6M
Wheelhouse Advisory Group LLC374,179
10.0% of portfolio›$37.7M
Arjuna Capital369,442
8.3% of portfolio›$37.2M
RFG Advisory, LLC369,248
0.5% of portfolio›$37.2M
Cypress Capital, LLC354,964
9.5% of portfolio›$35.7M
Capital Investment Advisors, LLC347,472
0.5% of portfolio›$35.0M
Private Wealth Group, LLC340,956
13.1% of portfolio›$34.3M
Robertson Stephens Wealth Management, LLC334,657
0.8% of portfolio›$33.7M
Bangor Savings Bank333,848
2.6% of portfolio›$33.6M
RIA Advisory Group LLC323,456
9.2% of portfolio›$32.6M
Woodley Farra Manion Portfolio Management Inc320,075
1.6% of portfolio›$32.2M
Relyea Zuckerberg Hanson LLC317,417
2.6% of portfolio›$32.0M
Strategic Planning Group, LLC313,991
3.3% of portfolio›$31.6M
Alpha Advisors, LLC309,087
22.8% of portfolio›$31.1M
Milestone Asset Management, LLC307,206
4.9% of portfolio›$30.9M
Laurel Wealth Advisors LLC302,487
2.8% of portfolio›$30.5M
Kellett Wealth Advisors, LLC302,302
11.1% of portfolio›$30.4M
Rebalance, LLC289,857
1.5% of portfolio›$29.2M
Wedbush Securities Inc286,171
0.0% of portfolio›$28.8K
Valen Private Capital, LLC283,934
8.8% of portfolio›$28.6M
Beaumont Financial Advisors, LLC273,127
1.7% of portfolio›$27.5M
Apollon Wealth Management, LLC263,100
0.3% of portfolio›$26.5M
Traphagen Investment Advisors LLC262,472
1.8% of portfolio›$26.4M
One Day In July LLC259,528
1.8% of portfolio›$26.1M
Prospera Financial Services Inc259,371
0.3% of portfolio›$26.1M
Prescott Group Capital Management, L.L.C.257,117
2.3% of portfolio›$25.9M
Shrier Wealth Management, LLC255,050
8.6% of portfolio›$25.7M
Gibraltar Capital Management, Inc.254,430
3.9% of portfolio›$25.6M
Oppenheimer Asset Management Inc.245,109
0.3% of portfolio›$24.7M
AWM Capital, LLC241,974
1.7% of portfolio›$24.4M
Resonant Capital Advisors, LLC240,245
1.2% of portfolio›$24.2M
Pinion Investment Advisors, LLC240,070
4.3% of portfolio›$24.2M
Affinity Capital Advisors, LLC236,566
2.8% of portfolio›$23.8M
Virginia Estate & Retirement Planning Advisors Inc.230,881
29.4% of portfolio›$23.2M
ACR Alpine Capital Research, LLC228,160
0.3% of portfolio›$23.0M
Pacific Capital Wealth Advisors, Inc.226,949
3.3% of portfolio›$22.8M
Occidental Asset Management, LLC225,441
2.0% of portfolio›$22.7M
Castle Rock Wealth Management, LLC222,619
4.2% of portfolio›$22.4M
Integrity Alliance, Llc.222,205
0.7% of portfolio›$22.4M
Miramontes Capital, LLC218,967
6.7% of portfolio›$22.0M
Twelve Points Wealth Management LLC215,999
4.1% of portfolio›$21.8M
O'Domhnaill Enterprises, Inc.213,956
16.6% of portfolio›$21.5M
Woodard & Co Asset Management Group Inc212,816
3.2% of portfolio›$21.4M
Trust Co of Vermont212,203
0.8% of portfolio›$21.4M
Navigate Wealth Management, LLC212,185
12.9% of portfolio›$21.3M
RD Finance Ltd205,275
0.1% of portfolio›$20.7K
Plan Group Financial, LLC202,601
4.0% of portfolio›$20.4M
Marest Capital, LLC201,260
10.2% of portfolio›$20.3M
Deltec Asset Management LLC200,849
3.2% of portfolio›$20.2M
Independent Financial Group, LLC197,517
0.4% of portfolio›$19.9M
Concurrent Investment Advisors, LLC193,828
0.1% of portfolio›$19.5M
Sterling Investment Advisors LLC185,383
8.2% of portfolio›$18.7M
Almanack Investment Partners, Llc.183,793
2.2% of portfolio›$18.5M
Mader & Shannon Wealth Management, Inc.183,511
7.7% of portfolio›$18.5M
VestGen Advisors, LLC179,200
0.6% of portfolio›$18.0M
IFS Advisors, LLC177,755
5.4% of portfolio›$17.9M
Park Avenue Securities LLC172,319
0.0% of portfolio›$17.3K
Five Oceans Advisors172,013
6.6% of portfolio›$17.3M
Woodmont Investment Counsel LLC171,672
0.9% of portfolio›$17.3M
StoneX Group Inc.171,403
0.6% of portfolio›$17.3M
Kennicott Capital Management LLC169,385
7.7% of portfolio›$17.1M
Financial Discovery Group Inc166,952
36.3% of portfolio›$16.8M
Kestra Private Wealth Services, LLC166,694
0.2% of portfolio›$16.8M
Stableford Capital II LLC166,137
5.8% of portfolio›$16.7M
Pecaut & Co.164,689
4.8% of portfolio›$16.6M
CFS Investment Advisory Services, LLC163,230
1.1% of portfolio›$16.4M
Crown Wealth Group, LLC159,400
4.0% of portfolio›$16.0M
Integris Wealth Management, LLC157,723
3.1% of portfolio›$15.9M
MGO One Seven LLC156,671
0.3% of portfolio›$15.8M
Focused Wealth Management, Inc153,689
1.3% of portfolio›$15.5M
J2 Capital Management Inc151,875
9.7% of portfolio›$15.3M
Dorval Corp149,704
4.3% of portfolio›$15.1M
Vivid Wealth Management, LLC149,449
5.4% of portfolio›$15.0M
ARQ Wealth Advisors, LLC148,789
1.8% of portfolio›$15.0M
Bank of New York Mellon Corp148,087
0.0% of portfolio›$14.9M
Clear Creek Financial Management, LLC146,048
1.1% of portfolio›$14.7M
Congress Park Capital LLC145,952
3.9% of portfolio›$14.7M
Alpha Wealth Funds, LLC145,405
49.2% of portfolio›$14.6M
Creative Financial Designs Inc145,391
0.7% of portfolio›$14.6M
Waterfront Wealth Inc.144,336
2.3% of portfolio›$14.6M
Atlas Private Wealth Advisors144,059
3.1% of portfolio›$14.5M
Mascoma Wealth Management LLC143,979
2.6% of portfolio›$14.5M
Worth Asset Management, LLC142,536
4.2% of portfolio›$14.4M
Aries Wealth Management140,695
2.7% of portfolio›$14.2M
Crescent Grove Advisors, LLC138,344
1.2% of portfolio›$13.9M
Dominguez Wealth Management Solutions, Inc.137,763
7.7% of portfolio›$13.9M
Root Financial Partners, LLC137,498
0.5% of portfolio›$13.8M
International Assets Investment Management, LLC137,407
0.8% of portfolio›$13.8M
Citigroup Inc135,116
0.0% of portfolio›$13.6M
Montgomery Investment Management Inc132,150
4.0% of portfolio›$13.3M
RTD Financial Advisors, Inc.131,939
1.5% of portfolio›$13.3M
Warren Street Wealth Advisors, LLC131,595
2.6% of portfolio›$13.2M
Svrn Asset Management, LLC126,651
6.6% of portfolio›$12.8M
Sowell Financial Services LLC126,183
0.4% of portfolio›$12.7M
First Merchants Corp125,374
0.4% of portfolio›$12.6M
Spire Wealth Management125,029
0.4% of portfolio›$12.6M
Bria Capital Group, LLC122,928
8.4% of portfolio›$12.4M
RMR Capital Management, LLC122,718
8.6% of portfolio›$12.4M
Highland Financial Advisors, LLC120,243
2.6% of portfolio›$12.1M
Retirement Planning Group, LLC118,897
0.3% of portfolio›$12.0M
Heritage Wealth Management, Inc.118,120
4.1% of portfolio›$11.9M
Madrona Financial Services, LLC117,195
1.8% of portfolio›$11.8M
Hutchens & Kramer Investment Management Group, LLC116,852
3.5% of portfolio›$11.8M
Walser Wealth Management Company, A Ltd Liability Co116,806
4.7% of portfolio›$11.8M
Baker Ellis Asset Management LLC115,968
1.3% of portfolio›$11.7M
IFP Advisors, Inc115,291
0.2% of portfolio›$11.6M
Courier Capital LLC113,648
0.6% of portfolio›$11.4M
Thrivent Financial for Lutherans112,385
0.0% of portfolio›$11.3M
Legacy Wealth Partners, LLC111,524
2.4% of portfolio›$11.2M
Klein Pavlis & Peasley Financial, Inc.111,437
5.7% of portfolio›$11.2M
Silver Lake Advisory, LLC109,532
4.1% of portfolio›$11.0M
Malaga Cove Capital, LLC108,793
3.5% of portfolio›$11.0M
Kingstone Capital Partners Texas, LLC106,020
5.3% of portfolio›$10.7M
Anson Capital, Inc.105,639
6.9% of portfolio›$10.6M
Kassira Wealth Management LLC105,515
8.4% of portfolio›$10.6M
Koa Wealth Management, LLC102,721
6.7% of portfolio›$10.3M
Stonekeep Investments, LLC101,913
6.0% of portfolio›$10.3M
Andina Capital Management, LLC101,290
14.7% of portfolio›$10.2M
Code Waechter LLC100,234
4.8% of portfolio›$10.1M
Jmac Enterprises LLC100,013
1.7% of portfolio›$10.1M
Silverlake Wealth Management LLC99,972
1.9% of portfolio›$10.1M
Riverwater Partners LLC97,140
2.7% of portfolio›$9.8M
Madson Wealth Advisors Inc97,013
6.8% of portfolio›$9.8M
Carnegie Investment Counsel95,645
0.2% of portfolio›$9.6M
Simon Quick Advisors, LLC95,606
0.4% of portfolio›$9.6M
William John Sempolinski95,072
3.7% of portfolio›$9.6M
Elevate Capital Advisors, LLC94,382
5.5% of portfolio›$9.5M
Atria Investments, Inc93,165
0.1% of portfolio›$9.4M
Capital Advisors Wealth Management, LLC92,926
1.1% of portfolio›$9.4M
Boomfish Wealth Group, LLC92,709
4.0% of portfolio›$9.3M
Ascentis Independent Advisors92,357
0.5% of portfolio›$9.3M
Journey Advisory Group, LLC92,100
0.7% of portfolio›$9.3M
Winnacle Wealth LLC92,016
6.1% of portfolio›$9.3M
Citizens Financial Group Inc91,800
0.1% of portfolio›$9.2M
Partners Wealth Management, LLC91,689
1.0% of portfolio›$9.2M
Diversify Advisory Services, LLC91,549
0.1% of portfolio›$9.2M
Diversify Wealth Management, LLC91,549
0.1% of portfolio›$9.2M
XY Planning Network, Inc.90,260
1.0% of portfolio›$9.1M
Flagship Private Wealth, LLC90,257
3.2% of portfolio›$9.1M
Founders Financial Securities LLC89,996
0.4% of portfolio›$9.1M
Monarch Capital Management Inc88,911
2.1% of portfolio›$9.0M
Motive Wealth Advisors88,412
3.6% of portfolio›$8.9M
Farnam Financial LLC87,875
6.5% of portfolio›$8.8M
Platform Technology Partners87,723
1.4% of portfolio›$8.8M
Toth Financial Advisory Corp84,467
0.8% of portfolio›$8.5M
DeLarme Wealth Management, Inc.82,865
4.7% of portfolio›$8.3M
Lake Hills Wealth Management, LLC80,633
3.7% of portfolio›$8.1M
Boyum Wealth Architects LLC80,324
3.3% of portfolio›$8.1M
Bull Oak Capital, LLC79,564
2.6% of portfolio›$8.0M
Parallel Advisors, LLC75,567
0.1% of portfolio›$7.6M
Hennion & Walsh Asset Management, Inc.75,164
0.2% of portfolio›$7.6M
EverSource Wealth Advisors, LLC75,053
0.2% of portfolio›$7.6M
Alterna Wealth Management, Inc74,459
4.2% of portfolio›$7.5M
RED Crane Wealth Management, LLC74,428
5.2% of portfolio›$7.5M
Hofer & Associates. Inc74,428
5.2% of portfolio›$7.5M
Fiduciary Alliance LLC73,409
0.6% of portfolio›$7.4M
Marathon Capital Management71,975
1.5% of portfolio›$7.2M
Concord Wealth Partners70,492
0.8% of portfolio›$7.1M
Walker Financial Services, Inc.70,461
2.1% of portfolio›$7.1M
Gerber Kawasaki Wealth & Investment Management70,425
0.2% of portfolio›$7.1M
PW Nova Financial Services LLC69,896
1.4% of portfolio›$7.0M
Anderson Hoagland & Co69,770
0.5% of portfolio›$7.0M
Wilmington Savings Fund Society, FSB68,524
0.2% of portfolio›$6.9M
Emprise Bank67,950
2.6% of portfolio›$6.8M
Sensenig Capital Advisors, Inc67,081
6.1% of portfolio›$6.8M
Prime Capital Investment Advisors, LLC66,167
0.1% of portfolio›$6.7M
Apex Wealth Management, LLC65,619
3.9% of portfolio›$6.6M
Caliber Wealth Management, LLC / KS64,800
0.6% of portfolio›$6.5M
Kohmann Bosshard Financial Services, LLC64,297
0.5% of portfolio›$6.5M
Procyon Advisors, LLC63,677
0.3% of portfolio›$6.4M
Bouvel Investment Partners, LLC62,803
1.5% of portfolio›$6.3M
Diversified Portfolios, Inc.62,800
0.4% of portfolio›$6.3M
Scratch Capital LLC62,689
4.0% of portfolio›$6.3M
Arrien Investments, Inc.61,875
3.2% of portfolio›$6.2M
Elevation Point Wealth Partners, LLC61,806
0.1% of portfolio›$6.2M
Buck Wealth Strategies, LLC61,666
0.6% of portfolio›$6.2M
Farrow Financial, Inc.61,165
3.3% of portfolio›$6.2M
Compagnie Lombard Odier SCmA60,763
0.1% of portfolio›$6.1M
Invariant Investment Management59,727
3.5% of portfolio›$6.0M
Greenspring Advisors, LLC59,469
0.3% of portfolio›$6.0M
ADE, LLC58,980
2.4% of portfolio›$5.9M
Legacy Advisory Services, LLC58,595
4.2% of portfolio›$5.9M
Strategic Blueprint, LLC57,965
0.3% of portfolio›$5.8M
Altura Wealth Advisors Inc.57,933
1.8% of portfolio›$5.8M
FAI Advisors, Inc.57,720
2.3% of portfolio›$5.8M
Commonwealth Financial Services, LLC57,345
1.0% of portfolio›$5.8M
PFG Advisors57,166
0.3% of portfolio›$5.8M
Baring Financial LLC56,480
3.0% of portfolio›$5.7M
Teamwork Financial Advisors, LLC56,147
0.6% of portfolio›$5.7M
Ackerman Capital Advisors, LLC55,332
1.1% of portfolio›$5.6M
Decker Retirement Planning Inc.55,176
1.8% of portfolio›$5.6M
Midwest Financial Partners Investments, Inc.55,048
2.1% of portfolio›$5.5M
Cove Private Wealth, LLC54,157
1.0% of portfolio›$5.5M
Slow Capital, Inc.53,255
0.6% of portfolio›$5.4M
Armstrong Advisory Group, Inc53,099
0.3% of portfolio›$5.3M
Watchman Group, Inc.52,811
1.2% of portfolio›$5.3M
Signal Advisors Wealth, LLC52,215
0.2% of portfolio›$5.3M
Asset One Wealth Management LLC52,209
0.5% of portfolio›$5.3M
Marion Wealth Management51,718
1.0% of portfolio›$5.2M
Ridgewood Investments LLC51,189
1.9% of portfolio›$5.2M
Claro Advisors Inc.51,149
0.5% of portfolio›$5.1M
Sage Rhino Capital LLC50,990
0.8% of portfolio›$5.1M
CWA Asset Management Group, LLC50,961
0.2% of portfolio›$5.1M
AdvisorNet Financial, Inc50,865
0.2% of portfolio›$5.1M
Core Wealth Partners LLC49,448
2.0% of portfolio›$5.0M
Fiscal Wisdom Wealth Management, LLC48,871
5.9% of portfolio›$4.9M
Accordant Advisory Group Inc48,147
3.0% of portfolio›$4.8M
Planned Solutions, Inc.47,983
1.3% of portfolio›$4.8M
Oasis Advisors, LLC47,867
2.0% of portfolio›$4.8M
TT Capital Management LLC47,375
3.5% of portfolio›$4.8M
Altiora Financial Group, LLC47,366
0.8% of portfolio›$4.8M
GreatBanc Trust Co46,320
2.8% of portfolio›$4.7M
Financial Advisory Partners, LLC46,025
1.2% of portfolio›$4.6M
Lpwm LLC45,698
1.0% of portfolio›$4.6M
McAdam, LLC44,750
0.2% of portfolio›$4.5M
Enhancing Capital LLC44,476
3.1% of portfolio›$4.5M
Americana Partners, LLC44,157
0.1% of portfolio›$4.4M
Ashton Thomas Private Wealth, LLC44,126
0.1% of portfolio›$4.4M
Archer Investment Corp42,858
0.8% of portfolio›$4.3M
TD Waterhouse Canada Inc.42,542
0.0% of portfolio›$4.3M
Oppenheimer & Co Inc42,390
0.0% of portfolio›$4.3M
Sound Financial Strategies Group, LLC42,256
2.9% of portfolio›$4.3M
Chatham Capital Group, Inc.41,942
0.5% of portfolio›$4.2M
Sage Mountain Advisors LLC41,638
0.2% of portfolio›$4.2M
Tactive Advisors, LLC41,507
1.0% of portfolio›$4.2M
NBZ Investment Advisors LLC39,973
1.6% of portfolio›$4.0M
True Link Financial Advisors, LLC39,614
0.2% of portfolio›$4.0M
Stone Loft Wealth Management LLC39,319
2.1% of portfolio›$4.0M
Assetmark, Inc38,952
0.0% of portfolio›$3.9M
Simplicity Wealth,LLC38,388
0.1% of portfolio›$3.9M
Sovran Advisors, LLC37,610
0.3% of portfolio›$3.8M
Master's Wealth Management Inc.37,590
1.1% of portfolio›$3.8M
Willow Creek Wealth Management Inc.37,398
0.2% of portfolio›$3.8M
Wakefield Asset Management Lllp37,311
0.9% of portfolio›$3.8M
Hubbell Strickland Wealth Management, LLC36,767
1.3% of portfolio›$3.7M
Adell Harriman & Carpenter Inc36,206
0.2% of portfolio›$3.6M
Wedmont Private Capital36,122
0.1% of portfolio›$3.6M
Redhawk Wealth Advisors, Inc.36,117
0.4% of portfolio›$3.6M
Uptick Partners, LLC35,946
0.5% of portfolio›$3.6M
Heck Capital Advisors, LLC35,913
0.2% of portfolio›$3.6M
Values First Advisors, Inc.35,853
1.7% of portfolio›$3.6M
Members Wealth LLC35,432
1.8% of portfolio›$3.6M
Vista Investment Partners II, LLC35,305
1.4% of portfolio›$3.6M
Bulwark Capital Corp34,923
1.9% of portfolio›$3.5M
Norris Perne & French LLP34,899
0.2% of portfolio›$3.5M
Meridian Wealth Management, LLC34,738
0.1% of portfolio›$3.5M
Ascentis Wealth Management, LLC34,626
0.6% of portfolio›$3.5M
Peapod Lane Capital LLC34,610
2.6% of portfolio›$3.5M
First Heartland Consultants, Inc.34,355
0.2% of portfolio›$3.5M
SwitchPoint Financial Planning, LLC34,066
1.9% of portfolio›$3.4M
McClarren Financial Advisors, Inc.33,784
1.7% of portfolio›$3.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management33,489
0.0% of portfolio›$3.4M
Regatta Capital Group, LLC33,338
0.4% of portfolio›$3.4M
United Advisor Group, LLC33,322
0.3% of portfolio›$3.4M
Axxcess Wealth Management, LLC33,105
0.1% of portfolio›$3.3M
Rochester Wealth Strategies, LLC33,016
1.8% of portfolio›$3.3M
Scott & Selber, Inc.32,613
0.7% of portfolio›$3.3M
Sjbenen Advisory, LLC32,510
2.0% of portfolio›$3.3M
Verdence Capital Advisors LLC32,430
0.1% of portfolio›$3.3M
Flagship Wealth Advisors, LLC32,417
0.7% of portfolio›$3.3M
Precedent Wealth Partners, LLC32,351
0.5% of portfolio›$3.3M
J. Safra Sarasin Holding AG32,184
0.0% of portfolio›$3.2M
Andrews Advisory Associates, LLC32,029
1.5% of portfolio›$3.2M
Chicago Partners Investment Group LLC31,985
0.1% of portfolio›$3.2M
Blume Capital Management, Inc.31,841
0.5% of portfolio›$3.2M
Cornerstone Enterprises, LLC31,731
1.9% of portfolio›$3.2M
Seven Bridges Advisors LLC31,623
1.4% of portfolio›$3.2M
Raab & Moskowitz Asset Management LLC31,516
0.6% of portfolio›$3.2M
Accurate Wealth Management, LLC31,474
0.3% of portfolio›$3.2M
Kingswood Wealth Advisors, LLC31,443
0.1% of portfolio›$3.2M
Topor & Co. Korea31,413
2.5% of portfolio›$3.2M
1900 Wealth Management LLC31,391
0.2% of portfolio›$3.2M
Convergence Financial, LLC30,860
0.4% of portfolio›$3.1M
Essential Partners LLC30,560
1.4% of portfolio›$3.1M
SFG Wealth Management, Llc.30,457
1.1% of portfolio›$3.1M
Uhlmann Price Securities, LLC30,337
0.2% of portfolio›$3.1M
Intrua Financial, LLC30,292
0.3% of portfolio›$3.0M
Discipline Wealth Solutions, LLC30,271
0.3% of portfolio›$3.0M
Strategic Advisors LLC30,176
0.6% of portfolio›$3.0M
Private Trust Co NA29,992
0.2% of portfolio›$3.0M
Leicht Financial Planning & Wealth Management, Inc.29,715
1.2% of portfolio›$3.0M
Successful Portfolios LLC29,365
1.4% of portfolio›$2.9M
Realta Investment Advisors29,083
0.9% of portfolio›$2.9M
Golden State Wealth Management, LLC28,726
0.3% of portfolio›$2.9M
Sulzberger Capital Advisors, Inc.28,613
2.9% of portfolio›$2.9M
Spectrum Asset Management, Inc. (NB )28,562
0.8% of portfolio›$2.9M
Lanark Financial, Inc.27,764
0.2% of portfolio›$2.8M
Bayshore Asset Management, LLC27,530
1.0% of portfolio›$2.8M
Geneva Partners, LLC27,402
0.8% of portfolio›$2.8M
BankChampaign, National Association27,293
2.3% of portfolio›$2.7M
Dynamic Advisor Solutions LLC27,127
0.1% of portfolio›$2.7M
Frederick Financial Consultants, LLC27,087
1.1% of portfolio›$2.7M
Private Management Group Inc26,909
0.1% of portfolio›$2.7M
Nilsine Partners, LLC26,889
0.2% of portfolio›$2.7M
Professional Financial Management, Inc.26,752
2.7% of portfolio›$2.7M
Prosperity Planning, Inc.26,103
0.6% of portfolio›$2.6M
Friedenthal Financial26,087
1.1% of portfolio›$2.6M
Burney Co/26,079
0.1% of portfolio›$2.6M
Lincoln Capital Corp25,742
0.8% of portfolio›$2.6M
Oak Harvest Investment Services25,185
0.2% of portfolio›$2.5M
JIM Saulnier & Associates, LLC25,183
1.0% of portfolio›$2.5M
Hunter Associates Investment Management LLC25,050
0.0% of portfolio›$2.5K
Studio Investment Management LLC24,973
0.4% of portfolio›$2.5M
Holos Integrated Wealth LLC24,915
1.1% of portfolio›$2.5M
Capital Advantage, Inc.24,785
0.3% of portfolio›$2.5M
Financial Planning Hawaii, Inc.24,689
1.3% of portfolio›$2.5M
Davenport & Co LLC24,256
0.0% of portfolio›$2.4M
Ridgepath Capital Management LLC23,886
1.3% of portfolio›$2.4M
Cowa, LLC23,734
0.6% of portfolio›$2.4M
Rose Capital Advisors LLC23,448
0.6% of portfolio›$2.4M
New Wave Wealth Advisors LLC23,178
0.6% of portfolio›$2.3M
Kennon-Green & Company, LLC23,026
1.8% of portfolio›$2.3M
Walker Asset Management, LLC22,738
1.2% of portfolio›$2.3M
CoreCap Advisors, LLC22,576
0.1% of portfolio›$2.3M
Parkside Financial Bank & Trust22,448
0.1% of portfolio›$2.3M
Acorn Wealth Advisors, LLC22,073
0.5% of portfolio›$2.2M
Avidian Wealth Enterprises, LLC22,065
0.1% of portfolio›$2.2M
Onyx Bridge Wealth Group LLC22,013
0.2% of portfolio›$2.2M
B. Riley Wealth Advisors, Inc.21,924
0.1% of portfolio›$2.2M
Ryan Investment Management, Inc.21,895
0.9% of portfolio›$2.2M
Revisor Wealth Management LLC21,831
0.5% of portfolio›$2.2M
Beacon Financial Group21,684
0.2% of portfolio›$2.2M
Quartz Partners, LLC21,599
0.7% of portfolio›$2.2M
Wall Capital Group, Inc.21,500
1.8% of portfolio›$2.2M
Gibbs Wealth Management21,374
0.2% of portfolio›$2.2M
Quadrant Private Wealth Management, LLC21,276
0.3% of portfolio›$2.1M
Crane Advisory, LLC21,188
0.3% of portfolio›$2.1M
Consolidated Capital Management, LLC21,087
0.6% of portfolio›$2.1M
Finley Financial, LLC21,074
0.9% of portfolio›$2.1M
Freestate Advisors LLC20,970
1.6% of portfolio›$2.1M
NWF Advisory Services Inc.20,881
0.2% of portfolio›$2.1M
Wesbanco Bank Inc20,655
0.1% of portfolio›$2.1M
New Harbor Financial Group, LLC20,580
0.3% of portfolio›$2.1M
Sigma Planning Corp20,276
0.1% of portfolio›$2.0M
Visionary Wealth Advisors20,138
0.1% of portfolio›$2.0M
Steele Capital Management, Inc.19,884
0.1% of portfolio›$2.0M
Portside Wealth Group, LLC19,847
0.2% of portfolio›$2.0M
Evermay Wealth Management LLC19,798
0.2% of portfolio›$2.0M
Pacific Park Financial, Inc.19,699
1.2% of portfolio›$2.0M
LifeGoal Investments, LLC19,685
0.6% of portfolio›$2.0M
AK Global Asset Management, LLC19,500
1.5% of portfolio›$2.0M
Harbor Asset Planning, Inc.19,424
1.5% of portfolio›$2.0M
Lantz Financial LLC19,130
0.4% of portfolio›$1.9M
Beacon Capital Management, LLC19,073
0.3% of portfolio›$1.9M
DecisionPoint Financial, LLC19,050
0.3% of portfolio›$1.9M
Quadcap Wealth Management, LLC18,622
0.2% of portfolio›$1.9M
4Wealth Advisors, Inc.18,472
1.3% of portfolio›$1.9M
DMC Group, LLC18,329
1.3% of portfolio›$1.8M
Breakthru Advisory Services, LLC18,280
6.2% of portfolio›$1.8M
Ashton Thomas Securities, LLC18,175
0.2% of portfolio›$1.8M
Daymark Wealth Partners, LLC18,141
0.0% of portfolio›$1.8M
Petros Family Wealth, LLC17,996
1.1% of portfolio›$1.8M
Global Assets Advisory, LLC17,830
0.4% of portfolio›$1.8M
Revolve Wealth Partners, LLC17,127
0.2% of portfolio›$1.7M
Traynor Capital Management, Inc.16,960
0.1% of portfolio›$1.7M
Aurora Investment Managers, Llc.16,684
0.0% of portfolio›$1.7K
MSH Capital Advisors LLC16,671
0.3% of portfolio›$1.7M
ZWJ Investment Counsel Inc16,610
0.1% of portfolio›$1.7M
Spectrum Strategic Capital Management, LLC16,507
0.8% of portfolio›$1.7M
Annex Advisory Services, LLC16,373
0.0% of portfolio›$1.6M
Opus Capital Group, LLC16,352
0.0% of portfolio›$1.6K
Fifth Third Securities, Inc.16,280
0.1% of portfolio›$1.6M
Able Financial Group, LLC16,278
0.3% of portfolio›$1.6M
Citizens National Bank Trust Department16,200
0.2% of portfolio›$1.6M
Victory Financial Group, LLC16,170
0.1% of portfolio›$1.6M
Klaas Financial Asset Advisors, LLC16,101
0.2% of portfolio›$1.6M
Bond & Devick Financial Network, Inc.16,057
0.4% of portfolio›$1.6M
Guidance Capital, Inc15,788
0.3% of portfolio›$1.6M
Heartwood Wealth Advisors LLC15,647
0.1% of portfolio›$1.6M
BankPlus Wealth Management LLC15,272
0.7% of portfolio›$1.5M
Town Capital LLC15,213
1.0% of portfolio›$1.5M
SteelPeak Wealth, LLC15,024
0.0% of portfolio›$1.5M
Provident Investment Management, Inc.15,007
0.2% of portfolio›$1.5M
Maseco LLP14,895
0.0% of portfolio›$1.5M
Gradient Capital Advisors, LLC14,794
0.3% of portfolio›$1.5M
Financial Guidance Group, Inc.14,638
0.5% of portfolio›$1.5M
Andrews, Lucia Wealth Management LLC14,574
0.8% of portfolio›$1.5M
Focus Financial Network, Inc.14,558
0.0% of portfolio›$1.5M
Midway Capital Research & Management14,478
1.2% of portfolio›$1.5M
Old Mission Investment Co LLC14,287
0.3% of portfolio›$1.4M
Factor Wealth Management LTD14,261
0.2% of portfolio›$1.4M
Advisory Solutions Group, LLC14,180
0.3% of portfolio›$1.4M
Fullerton Advisors, LLC14,120
1.3% of portfolio›$1.4M
Straight Path Wealth Management14,018
0.3% of portfolio›$1.4M
Integrity Advisory Solutions, LLC14,009
0.1% of portfolio›$1.4M
Acumen Wealth Advisors, LLC13,971
0.3% of portfolio›$1.4M
Triumph Capital Management13,833
0.2% of portfolio›$1.4M
Goelzer Investment Management, Inc.13,771
0.1% of portfolio›$1.4M
Howard Wealth Management, LLC13,743
0.5% of portfolio›$1.4M
Attessa Capital LLC13,692
0.6% of portfolio›$1.4M
Evanson Financial, LLC13,680
0.1% of portfolio›$1.4M
Verus Capital Partners, LLC13,526
0.1% of portfolio›$1.4M
Independent Wealth Network Inc.13,445
0.3% of portfolio›$1.4M
Modera Wealth Management, LLC13,402
0.0% of portfolio›$1.3M
Secure Asset Management, LLC13,348
0.2% of portfolio›$1.3M
Steinberganna Wealth Management13,332
0.6% of portfolio›$1.3M
Cap Partners, LLC13,160
0.6% of portfolio›$1.3M
Next Level Wealth Planning, LLC12,961
0.5% of portfolio›$1.3M
Whalen Wealth Management Inc.12,931
0.6% of portfolio›$1.3M
LFA - Lugano Financial Advisors SA12,735
0.7% of portfolio›$1.3M
Buckhead Capital Management LLC12,727
0.4% of portfolio›$1.3M
MCF Advisors LLC12,700
0.0% of portfolio›$1.3M
Box Hill Private Wealth LLC12,632
0.9% of portfolio›$1.3M
Aire Advisors, LLC12,614
0.2% of portfolio›$1.3M
LJI Wealth Management, LLC12,609
0.2% of portfolio›$1.3M
Guardian Financial Partners, LLC12,497
0.5% of portfolio›$1.3M
Nottingham Advisors, Inc.12,461
0.2% of portfolio›$1.3M
Stone Wealth Partners12,414
0.4% of portfolio›$1.2M
Clear Wave Wealth Management LLC12,283
0.2% of portfolio›$1.2M
Bright Financial Advisors, Inc.12,260
0.5% of portfolio›$1.2M
Baxter Bros Inc12,230
0.1% of portfolio›$1.2M
Costello Asset Management, Inc11,882
0.4% of portfolio›$1.2M
FSM Wealth Advisors, LLC11,833
0.1% of portfolio›$1.2M
Bison Wealth, LLC11,675
0.1% of portfolio›$1.2M
Angeles Wealth Management, LLC11,550
0.1% of portfolio›$1.2M
Columbia Advisory Partners LLC11,433
0.6% of portfolio›$1.2M
Nicholas Hoffman & Company, Llc.11,402
0.0% of portfolio›$1.1M
Objective Capital Management, LLC11,316
1.0% of portfolio›$1.1M
Macroview Investment Management LLC11,284
0.7% of portfolio›$1.1M
M Holdings Securities, Inc.11,186
0.5% of portfolio›$1.1M
Centennial Wealth Advisory LLC11,105
0.2% of portfolio›$1.1M
Foundry Financial LLC10,902
0.3% of portfolio›$1.1M
Emerald Advisors, LLC10,693
0.1% of portfolio›$1.1M
RMR Wealth Builders10,692
0.1% of portfolio›$1.1M
Virtue Capital Management, LLC10,681
0.1% of portfolio›$1.1M
James T. Borello RIA10,444
0.2% of portfolio›$1.1M
Keystone Financial Group, Inc.10,416
0.6% of portfolio›$1.0M
Signature Estate & Investment Advisors LLC10,356
0.0% of portfolio›$1.0M
GGM Financial LLC10,353
0.3% of portfolio›$1.0M
Ramiah Investment Group10,330
0.8% of portfolio›$1.0M
Foster Victor Wealth Advisors, LLC10,200
0.1% of portfolio›$1.0M
Heritage OAK Wealth Advisors LLC10,069
0.3% of portfolio›$1.0M
Wealthcare Advisory Partners LLC10,060
0.0% of portfolio›$1.0M
BIP Wealth, LLC10,017
0.0% of portfolio›$1.0M
Avestar Capital, LLC10,000
0.1% of portfolio›$1.0M
TCI Wealth Advisors, Inc.9,979
0.0% of portfolio›$1.0M
Wespac Advisors, LLC9,975
0.5% of portfolio›$1.0M
Waystone Advisors LLC9,954
0.7% of portfolio›$1.0M
Turn8 Private Wealth Inc.9,796
0.7% of portfolio›$986.3K
Crestwood Advisors Group, LLC9,714
0.0% of portfolio›$978.0K
West Wealth Group, LLC9,683
0.2% of portfolio›$974.9K
Capital Planning LLC9,611
0.3% of portfolio›$967.6K
Pacifica Partners Inc.9,589
0.3% of portfolio›$962.8K
JSF Financial, LLC9,454
0.1% of portfolio›$951.8K
Professional Financial Advisors, LLC9,444
0.2% of portfolio›$950.9K
Salem Investment Counselors Inc9,411
0.0% of portfolio›$947.5K
Sellwood Investment Partners LLC9,399
0.3% of portfolio›$946.3K
L.K. Benson & Company, P.C.9,305
0.3% of portfolio›$937.0K
Aaron Wealth Advisors LLC9,239
0.0% of portfolio›$930.2K
Wagner Wealth Management, Corp9,132
0.7% of portfolio›$919.4K
Salomon & Ludwin, LLC8,955
0.1% of portfolio›$901.6K
Keystone Wealth Services, LLC8,934
0.2% of portfolio›$899.5K
Avior Wealth Management, LLC8,925
0.0% of portfolio›$898.5K
Private Client Services, LLC8,714
0.2% of portfolio›$877.3K
Freedom Day Solutions, LLC8,604
0.2% of portfolio›$866.3K
First American Bank8,582
0.0% of portfolio›$864.0K
HB Wealth Management, LLC8,519
0.0% of portfolio›$857.7K
Blake Schutter Theil Wealth Advisors, LLC8,484
0.6% of portfolio›$854.2K
Fortitude Advisory Group L.L.C.8,473
0.3% of portfolio›$853.1K
Moisand Fitzgerald Tamayo, LLC8,469
0.1% of portfolio›$852.7K
Waycross Investment Management Co8,248
0.7% of portfolio›$830.4K
Encompass Wealth Advisors, LLC8,226
0.1% of portfolio›$828.1K
Titan Investment Management LLC8,214
0.6% of portfolio›$827.0K
Grantvest Financial Group LLC8,212
0.5% of portfolio›$826.8K
Legacy Capital Wealth Partners, LLC8,212
0.2% of portfolio›$826.8K
B.O.S.S. Retirement Advisors, LLC8,200
0.2% of portfolio›$825.6K
Brown Miller Wealth Management, LLC8,188
0.2% of portfolio›$824.4K
GK Wealth Management LLC8,121
0.5% of portfolio›$817.6K
Dean, Jacobson Financial Services, LLC8,021
0.4% of portfolio›$807.5K
Meredith Wealth Planning7,995
0.2% of portfolio›$804.9K
CPR Investments Inc.7,929
0.6% of portfolio›$798.3K
Guardian Wealth Advisors, LLC7,880
0.4% of portfolio›$793.4K
Intelligent Financial Strategies7,840
0.4% of portfolio›$789.3K
Magnus Financial Group LLC7,775
0.1% of portfolio›$782.8K
Walkner Condon Financial Advisors LLC7,770
0.1% of portfolio›$782.2K
Indivisible Partners7,671
0.0% of portfolio›$772.3K
Leading Edge Financial Planning LLC7,604
0.2% of portfolio›$765.6K
Evolution Wealth Management Inc.7,475
0.4% of portfolio›$752.6K
Facet Wealth, Inc.7,369
0.0% of portfolio›$741.9K
Brickley Wealth Management7,361
0.1% of portfolio›$741.1K
Armor Investment Advisors, LLC7,358
0.2% of portfolio›$740.8K
Fell Capital Management7,245
0.6% of portfolio›$729.4K
Parkway Wealth Management Group, LLC7,223
0.1% of portfolio›$727.2K
Krilogy Financial LLC7,155
0.0% of portfolio›$719.2K
Jeter Robert S II7,128
0.5% of portfolio›$716.5K
Koshinski Asset Management, Inc.7,086
0.0% of portfolio›$713.4K
Stirlingshire Investments, Inc.7,047
0.5% of portfolio›$709.5K
Herold Advisors, Inc.6,999
0.1% of portfolio›$704.7K
Sloy Dahl & Holst, LLC6,951
0.1% of portfolio›$699.9K
NovaPoint Capital, LLC6,754
0.1% of portfolio›$680.0K
Plancorp, LLC6,750
0.0% of portfolio›$679.9K
Stonehaven Wealth & TAX Solutions, LLC6,746
0.6% of portfolio›$679.2K
OpenArc Corporate Advisory, LLC6,720
0.0% of portfolio›$676.6K
SilverOak Wealth Management LLC6,703
0.1% of portfolio›$674.9K
Clarus Group, Inc.6,692
0.2% of portfolio›$673.7K
Spinnaker Investment Group, LLC6,668
0.1% of portfolio›$671.3K
Elevate Wealth Advisory, Inc6,574
0.3% of portfolio›$661.9K
Sara-Bay Financial6,566
0.2% of portfolio›$661.1K
Diversified Enterprises, LLC6,425
0.0% of portfolio›$646.9K
Advisortrust Partners, LLC6,420
0.2% of portfolio›$646.3K
Tandem Investment Partners LLC6,313
0.5% of portfolio›$635.6K
Horizon Wealth Management, LLC6,306
0.1% of portfolio›$634.9K
Briggs Wealth Management, Inc6,296
0.6% of portfolio›$633.9K
Csenge Advisory Group6,175
0.0% of portfolio›$621.7K
Independent Wealth Advisors LLC6,165
0.5% of portfolio›$620.7K
Cyr Financial Inc.6,113
0.3% of portfolio›$615.5K
Sincerus Advisory, LLC6,090
0.4% of portfolio›$613.1K
IFG Advisors, LLC6,019
0.1% of portfolio›$606.0K
Castleview Partners, LLC5,971
0.3% of portfolio›$601.2K
Avid Wealth Partners LLC5,958
0.3% of portfolio›$599.9K
Arnold Financial Planning LLC5,911
0.4% of portfolio›$595.1K
SeaCrest Wealth Management, LLC5,909
0.1% of portfolio›$594.9K
Mccarter Private Wealth Services LLC5,904
0.2% of portfolio›$594.4K
Altus Wealth Group LLC5,850
0.2% of portfolio›$588.9K
Midwest Trust Co5,824
0.0% of portfolio›$586.4K
Sensible Money, LLC5,739
0.1% of portfolio›$577.8K
OceanIQ Capital, LLC5,707
0.3% of portfolio›$573.7K
Mills Wealth Advisors LLC5,654
0.2% of portfolio›$569.2K
GHP Investment Advisors, Inc.5,643
0.0% of portfolio›$568.1K
LiftPoint Family Wealth Advisors LLC5,628
0.4% of portfolio›$566.6K
Harbor Investment Advisory, LLC5,605
0.0% of portfolio›$564.3K
Probity Advisors, Inc.5,530
0.1% of portfolio›$556.8K
Fragasso Financial Advisors Inc5,509
0.0% of portfolio›$553.7K
Folger Nolan Fleming Douglas Capital Management, Inc5,452
0.0% of portfolio›$548.9K
Alexander Randolph Advisory, Inc.5,451
0.4% of portfolio›$548.8K
Gibson Wealth Advisors LLC5,434
0.3% of portfolio›$547.1K
Choreo, LLC5,394
0.0% of portfolio›$543.0K
LVW Advisors, LLC5,327
0.0% of portfolio›$536.3K
Harold Davidson & Associates Inc.5,231
0.2% of portfolio›$526.6K
Coyle Financial Counsel LLC5,210
0.1% of portfolio›$524.5K
Quantify Chaos Advisors, LLC5,173
1.2% of portfolio›$520.8K
Sugar Maple Asset Management, LLC5,135
0.3% of portfolio›$517.0K
Berkshire Money Management, Inc.5,133
0.0% of portfolio›$516.8K
Pachira Investments Inc.5,101
0.2% of portfolio›$513.6K
Shayne & Jacobs, LLC5,100
0.2% of portfolio›$513.5K
Cypress Wealth Services, LLC5,083
0.1% of portfolio›$510.7K
Grimes & Co Wealth Management, LLC5,059
0.0% of portfolio›$509.3K
RDA Financial Network5,053
0.1% of portfolio›$508.7K
Boothe Investment Group, Inc.5,000
0.1% of portfolio›$503.4K
Eagle Rock Investment Company, LLC4,992
0.1% of portfolio›$502.6K
Family Office Research LLC4,966
0.2% of portfolio›$500.0K
Clarity Capital Advisors, LLC4,935
0.2% of portfolio›$496.8K
Sapient Capital LLC4,923
0.0% of portfolio›$495.6K
Apella Capital, LLC4,902
0.0% of portfolio›$492.5K
Balboa Wealth Partners4,898
0.1% of portfolio›$493.1K
Lionshead Wealth Management, LLC4,889
0.3% of portfolio›$492.2K
Henderson Brothers Financial Partners, LLC4,747
0.2% of portfolio›$477.9K
MW Advisory, LLC4,745
0.2% of portfolio›$477.7K
Avantax Planning Partners, Inc.4,628
0.0% of portfolio›$466.0K
AlphaCore Capital LLC4,563
0.0% of portfolio›$459.4K
R2 Capital Strategies, LLC4,515
0.2% of portfolio›$454.6K
Mainsail Asset Management, LLC4,463
0.2% of portfolio›$448.4K
Stevens Capital Partners4,381
0.1% of portfolio›$441.0K
Meitav Investment House LTD4,229
0.0% of portfolio›$425.8K
Capital Advisors, Ltd. LLC4,216
0.0% of portfolio›$424
Xena Financial Planning, LLC4,176
0.4% of portfolio›$420.5K
Arkfeld Wealth Strategies, L.L.C.4,169
0.1% of portfolio›$418.8K
RHS Financial, LLC4,131
0.1% of portfolio›$416.0K
Treasure Coast Financial Planning4,110
0.2% of portfolio›$413.8K
BG Investment Services, LLC4,005
0.1% of portfolio›$403.2K
Invenio Wealth Partners LLC3,997
0.1% of portfolio›$402.5K
PKS Advisory Services, LLC3,991
0.1% of portfolio›$401.7K
Bank Julius Baer & Co. Ltd, Zurich3,985
0.0% of portfolio›$401.2K
Advisor OS, LLC3,962
0.0% of portfolio›$398.9K
Paragon Advisors, LLC3,950
0.1% of portfolio›$397.7K
Asempa Wealth Advisors3,947
0.3% of portfolio›$396.3K
GC Wealth Management RIA, LLC3,944
0.0% of portfolio›$397.1K
Jessup Wealth Management, Inc3,934
0.1% of portfolio›$396.1K
IFC & Insurance Marketing, Inc.3,922
0.3% of portfolio›$387.3K
Guild Investment Management, Inc.3,900
0.3% of portfolio›$392.7K
Johnson Financial Group, LLC3,885
0.0% of portfolio›$391.1K
Weaver Consulting Group3,880
0.1% of portfolio›$390.6K
Elco Management Co., LLC3,850
0.2% of portfolio›$387.6K
Transce3nd, LLC3,841
0.4% of portfolio›$386.5K
Arista Wealth Management, LLC3,794
0.0% of portfolio›$382.0K
Kure Advisory, LLC3,776
0.2% of portfolio›$380.2K
Obermeyer Wealth Partners3,757
0.0% of portfolio›$378.3K
Cosner Financial Group, LLC3,723
0.2% of portfolio›$374.9K
Financial Harvest, LLC3,722
0.2% of portfolio›$374.8K
Cardinal Point Capital Management ULC3,705
0.0% of portfolio›$373.1K
WT Wealth Management3,700
0.1% of portfolio›$372.5K
Ridgeline Wealth, LLC3,676
0.2% of portfolio›$369.5K
Embree Financial Group3,596
0.0% of portfolio›$362.0K
Patriot Financial Group Insurance Agency, LLC3,587
0.0% of portfolio›$361.2K
Wealth Alliance Advisory Group, LLC3,580
0.1% of portfolio›$360.5K
Novem Group3,560
0.0% of portfolio›$358.4K
XXI Wealth, LLC3,557
0.1% of portfolio›$358.1K
Value Investment Professionals, LLC3,543
0.3% of portfolio›$356.7K
J. L. Bainbridge & Co., Inc.3,527
0.0% of portfolio›$355.1K
Cascade Investment Group, Inc.3,488
0.2% of portfolio›$351.2K
Tsfg, LLC3,482
0.0% of portfolio›$351
Iron Financial LLC3,455
0.1% of portfolio›$347.9K
Mission Wealth Management, LP3,429
0.0% of portfolio›$345.3K
Ledgewood Wealth Advisors, LLC3,420
0.2% of portfolio›$344.3K
Soltis Investment Advisors LLC3,389
0.0% of portfolio›$341.2K
Retireful, LLC3,367
0.3% of portfolio›$339.0K
Polaris Financial Partners3,320
0.1% of portfolio›$334
Peck Wealth Management, LLC3,297
0.3% of portfolio›$331.9K
Eastern Bank3,282
0.0% of portfolio›$330.4K
Northbridge Financial Group, LLC3,275
0.1% of portfolio›$329.0K
Insight Wealth Strategies, LLC3,246
0.0% of portfolio›$326.8K
15 Wealth Advisors LLC3,243
0.1% of portfolio›$326.5K
Thoma Capital Management LLC3,226
0.2% of portfolio›$324.8K
Retirement Investment Advisors, Inc.3,210
0.0% of portfolio›$323.2K
Seven Mile Advisory3,168
0.2% of portfolio›$319.0K
E6 Portfolios, LLC3,163
0.2% of portfolio›$318.4K
Leo Wealth, LLC3,139
0.1% of portfolio›$316.0K
Impact Capital Partners LLC3,130
0.1% of portfolio›$315.1K
Activest Wealth Management3,100
0.1% of portfolio›$312.1K
Chartist Inc3,092
0.2% of portfolio›$311.3K
Manchester Capital Management LLC3,085
0.0% of portfolio›$310.6K
Elevation Wealth Partners, LLC3,032
0.1% of portfolio›$305.3K
Sweeney & Michel, LLC3,026
0.1% of portfolio›$304.7K
Galvin, Gaustad & Stein, LLC3,012
0.0% of portfolio›$303.3K
Grandview Asset Management LLC3,009
0.1% of portfolio›$302.9K
Cooper S Advisors, LLC3,001
0.1% of portfolio›$302.2K
Farmers & Merchants Trust Co of Chambersburg PA3,000
0.0% of portfolio›$302
SRH Advisors, LLC3,000
0.1% of portfolio›$302.0K
Venture Visionary Partners LLC2,992
0.0% of portfolio›$301.3K
Delta Wealth Advisors LLC2,971
0.2% of portfolio›$299.1K
Bdfs Capital LLC2,956
0.1% of portfolio›$297.7K
Family Investment Center, Inc.2,952
0.0% of portfolio›$297.2K
Bauman Advisory Group, LLC2,945
0.1% of portfolio›$296.5K
RFG - Bristol Wealth Advisors, LLC2,939
0.1% of portfolio›$295.9K
Optivise Advisory Services LLC2,893
0.1% of portfolio›$291.3K
Eddie Patel Inc2,874
0.2% of portfolio›$289.4K
Summit Financial Wealth Advisors, LLC2,874
0.0% of portfolio›$289.4K
Blue Square Asset Management, LLC2,819
0.1% of portfolio›$283.8K
Lantern Wealth Advisors, LLC2,801
0.1% of portfolio›$282.0K
Hudson Capital Management LLC2,788
0.1% of portfolio›$280.7K
Gryphon Financial Partners LLC2,779
0.0% of portfolio›$279.8K
Abound Wealth Management2,779
0.1% of portfolio›$279.8K
Matauro, LLC2,772
0.0% of portfolio›$279.1K
First Financial Group Corp2,736
0.2% of portfolio›$275.5K
Unique Wealth, LLC2,717
0.0% of portfolio›$273.5K
Midwest Heritage Bank, FSB2,715
0.1% of portfolio›$273.3K
Keeler Thomas Management LLC2,696
0.1% of portfolio›$271.4K
Capitol Family Office, Inc.2,600
0.3% of portfolio›$261.8K
Truefg, LLC2,514
0.1% of portfolio›$253.1K
NorthCrest Asset Manangement, LLC2,500
0.0% of portfolio›$251.2K
Mission Financial Group, LLC2,490
0.2% of portfolio›$250.7K
Highline Wealth Partners LLC2,447
0.0% of portfolio›$246.4K
Nova Financial LLC2,446
0.1% of portfolio›$246.3K
Bannerman Wealth Management Group, LLC2,426
0.1% of portfolio›$244.2K
CWS Financial Advisors, LLC2,394
0.1% of portfolio›$241.0K
Northland Capital Management LLC2,390
0.1% of portfolio›$240.6K
LMG Wealth Partners, LLC2,372
0.0% of portfolio›$238.8K
Argyle Capital Partners, LLC2,344
0.1% of portfolio›$236.0K
Absolute Capital Management, LLC2,329
0.1% of portfolio›$234.5K
Ferguson Wellman Capital Management, Inc2,309
0.0% of portfolio›$232.5K
Harpswell Capital Advisors, LLC2,292
0.2% of portfolio›$230.8K
Wormser Freres Gestion2,290
0.1% of portfolio›$230.6K
True Wealth Design, LLC2,276
0.1% of portfolio›$229.1K
Capital Square, LLC2,263
0.1% of portfolio›$227.9K
BFI Wealth Solutions, LLC2,159
0.1% of portfolio›$217.4K
Dynamic Wealth Strategies, LLC2,131
0.1% of portfolio›$214.5K
Davis Investment Partners, LLC2,119
0.1% of portfolio›$213.3K
Financial Architects, LLC2,085
0.1% of portfolio›$209.9K
Capital Investment Counsel, Inc2,083
0.0% of portfolio›$209.7K
Abacus Planning Group, Inc.2,064
0.0% of portfolio›$207.8K
Seamount Financial Group Inc2,051
0.1% of portfolio›$206.5K
Coquina Private Wealth LLC2,049
0.1% of portfolio›$206.3K
Cohalo Advisory LLC2,033
11.2% of portfolio›$204.8K
Consilium Wealth Advisory, LLC2,013
0.1% of portfolio›$202.7K
North Capital, Inc.2,000
0.1% of portfolio›$201.0K
StrongBox Wealth, LLC2,000
0.1% of portfolio›$201.4K
Wealth Architects, LLC1,995
0.0% of portfolio›$200.9K
Capital Management Associates, Inc1,988
0.0% of portfolio›$200.2K
United Community Bank1,934
0.1% of portfolio›$194.7K
Gables Capital Management Inc.1,920
0.1% of portfolio›$193.3K
Provenance Wealth Advisors, LLC1,895
0.0% of portfolio›$190.8K
Latitude Advisors, LLC1,612
0.1% of portfolio›$162.3K
General Partner, Inc.1,600
0.1% of portfolio›$161.1K
Ares Financial Consulting, LLC1,375
0.1% of portfolio›$138.4K
GoalVest Advisory LLC1,361
0.0% of portfolio›$137.0K
Blueline Advisors LLC1,349
0.1% of portfolio›$135.8K
Mather Group, Llc.1,247
0.0% of portfolio›$125.5K
Deane Retirement Strategies, Inc.1,217
0.1% of portfolio›$122.5K
Wolff Wiese Magana LLC1,200
0.1% of portfolio›$120.8K
S.A. Mason LLC1,194
0.0% of portfolio›$120.2K
Downshift Financial, LLC1,182
0.1% of portfolio›$119.1K
Compass Financial Management LLC1,097
0.0% of portfolio›$110.4K
Elyxium Wealth, LLC1,057
0.0% of portfolio›$106.4K
Asset Dedication, LLC1,050
0.0% of portfolio›$105.7K
Financial Perspectives, Inc1,038
0.0% of portfolio›$104.5K
Pinnacle Bancorp, Inc.1,026
0.0% of portfolio›$103.3K
Catherine Avery Investment Management LLC995
0.1% of portfolio›$100.2K
Kings Path Partners LLC836
0.0% of portfolio›$84.2K
Elevated Capital Advisors, LLC814
0.0% of portfolio›$82.0K
Financial Management Professionals, Inc.751
0.0% of portfolio›$75.6K
Mosley Wealth Management645
0.0% of portfolio›$64.8K
Mowery & Schoenfeld Wealth Management, LLC645
0.1% of portfolio›$64.9K
Raleigh Capital Management Inc.585
0.0% of portfolio›$58.9K
Rosenberg Matthew Hamilton569
0.0% of portfolio›$57.3K
Birch Financial Group, LLC565
0.0% of portfolio›$56.9K
Barrett & Company, Inc.517
0.0% of portfolio›$52.1K
IMG Wealth Management, Inc.512
0.0% of portfolio›$51.6K
New England Capital Financial Advisors LLC502
0.0% of portfolio›$50.5K
Arlington Trust Co LLC477
0.0% of portfolio›$48.0K
Contravisory Investment Management, Inc.470
0.0% of portfolio›$47.3K
Maryland Capital Advisors Inc.425
0.0% of portfolio›$42.8K
United Financial Planning Group LLC422
0.0% of portfolio›$42.5K
Richardson Capital Management LLC395
0.0% of portfolio›$39.8K
Rossby Financial, LCC380
0.0% of portfolio›$38.3K
Physician Wealth Advisors, Inc.375
0.0% of portfolio›$37.8K
Quest 10 Wealth Builders, Inc.364
0.0% of portfolio›$36.6K
Wealth Enhancement Trust Services, Inc.350
0.0% of portfolio›$35.2K
Townsend Asset Management Corp345
0.0% of portfolio›$34.7K
Quaker Wealth Management, LLC327
0.0% of portfolio›$32.9K
Signature Equity Partners, LLC324
0.0% of portfolio›$32.6K
Strengthening Families & Communities, LLC316
0.0% of portfolio›$31.8K
William Mack & Associates, Inc.312
0.0% of portfolio›$31.4K
Bell Investment Advisors, Inc308
0.0% of portfolio›$31.0K
Pinnacle Wealth Planning Services, Inc.304
0.0% of portfolio›$30.6K
Grove Bank & Trust300
0.0% of portfolio›$30.2K
Signaturefd, LLC300
0.0% of portfolio›$30.2K
Entrust Financial LLC270
0.0% of portfolio›$27.2K
Financial Consulate, Inc250
0.0% of portfolio›$25.2K
Gamma Investing LLC243
0.0% of portfolio›$24.5K
MB, Levis & Associates, LLC220
0.0% of portfolio›$22.1K
Cassaday & Co Wealth Management LLC215
0.0% of portfolio›$21.6K
Ameliora Wealth Management Ltd.200
0.0% of portfolio›$20.1K
Birchwood Financial Partners, Inc.178
0.0% of portfolio›$17.9K
Ashurst Perkins Coie Trust Co170
0.0% of portfolio›$17.1K
Key Capital Management, Inc165
0.0% of portfolio›$16.6K
Tounjian Advisory Partners, LLC160
0.0% of portfolio›$16.1K
Albion Financial Group150
0.0% of portfolio›$15.1K
Nfsg Corp150
0.0% of portfolio›$15.1K
Wilkerson Advisory Group LLC139
0.0% of portfolio›$13.9K
Montgomery Financial Services LLC139
0.0% of portfolio›$14.0K
Guardian Partners Inc.134
0.0% of portfolio›$13.5K
Lodestone Wealth Management LLC102
0.0% of portfolio›$10.3K
NBT Bank, N.A.102
0.0% of portfolio›$10.3K
Adkins Seale Capital Management LLC100
0.0% of portfolio›$10.1K
High Note Wealth, LLC99
0.0% of portfolio›$10.0K
Kingdom Financial Group Llc.97
0.0% of portfolio›$9.7K
Silver Grove Financial Group, Inc.91
0.0% of portfolio›$9.2K
Trust Co78
0.0% of portfolio›$7.9K
Covestor Ltd69
0.0% of portfolio›$7
Eukles Asset Management66
0.0% of portfolio›$6.6K
Gold Investment Management Ltd.59
0.0% of portfolio›$5.9K
Mogy Joel R Investment Counsel Inc58
0.0% of portfolio›$5.8K
Paladin Partners, LLC56
0.0% of portfolio›$5.6K
MidAtlantic Capital Management, Inc.50
0.0% of portfolio›$5.0K
Princeton Global Asset Management LLC43
0.0% of portfolio›$4.3K
Fairway Wealth LLC43
0.0% of portfolio›$4.3K
Lloyd Advisory Services, Llc.39
0.0% of portfolio›$3.9K
Financial Network Wealth Advisors LLC28
0.0% of portfolio›$2.8K
MassMutual Private Wealth & Trust, FSB9
0.0% of portfolio›$906
JFS Wealth Advisors, LLC7
0.0% of portfolio›$712
StyleTurnoverLocationFiled
True North Advisors, LLC
2,511,902$252.9M18.7%CoreMediumDallas, TX2026-10-22
Equity Investment Corp
2,265,141$228.1M4.3%YieldMediumAtlanta, GA2026-11-04
Wealth Enhancement Advisory Services, LLC
2,200,596$220.8M0.3%CoreLowPlymouth, MN2026-10-13
Confluence Investment Management LLC
2,152,535$216.7M3.6%ValueMediumSt. Louis, MO2026-10-01
CX Institutional
1,933,047$194.6K5.3%CoreMediumAuburn, IN2026-10-02
Perigon Wealth Management, LLC
1,907,278$192.0M3.0%GrowthLowSan Francisco, CA2026-10-22
Hollow Brook Wealth Management LLC
1,729,663$174.1M30.3%CoreLowKatonah, NY2026-10-29
Cambridge Investment Research Advisors, Inc.
1,633,018$164.4K0.0%ETFLowFairfield, IA2026-11-02
Farther Finance Advisors, LLC
1,593,502$160.4M1.1%IndexLowSan Francisco, CA2026-10-08
Peavine Capital, LLC
1,341,102$135.0M29.6%ETFMediumReno, NV2026-10-13
3Edge Asset Management, LP
1,121,792$112.9M4.8%ETFMediumNaples, FL2026-10-30
Commonwealth Equity Services, LLC
1,005,115$101.2M0.1%ETFLowWaltham, MA2026-11-02
Jnba Financial Advisors
996,162$100.3M7.6%ETFMediumBloomington, MN2026-11-03
Selective Wealth Management, Inc.
985,111$99.1M23.0%ETFLowForest, VA2026-10-16
Kestra Advisory Services, LLC
927,730$93.4M0.3%CoreLowAustin, TX2026-11-02
Mesirow Financial Investment Management, Inc.
903,815$91.0M1.4%CoreLowChicago, IL2026-11-05
Prairie Advisory, LLC
888,790$89.5M10.4%ETFN/ALeawood, KS2026-10-19
Vise Technologies, Inc.
859,510$86.5M0.7%IndexLowNew York, NY2026-10-29
Cynosure Group, LLC
792,368$79.9M11.3%ETFMediumSalt Lake City, UT2026-11-03
Fiduciary Financial Group, LLC
777,752$78.3M9.1%ETFLowSan Rafael, CA2026-10-13
Mirae Asset Global Investments Co., Ltd.
723,000$72.8M0.1%GrowthLowSeoul, Malaysia2026-11-03
Titleist Asset Management, LLC
721,261$72.6M4.7%ETFLowSan Antonio, TX2026-10-08
D.A. Davidson & Co.
707,373$71.2M0.4%CoreLowGreat Falls, MT2026-10-28
PSP Research LLC
700,000$70.5M48.3%ETFMediumLas Vegas, NV2026-10-21
Moneco Advisors, LLC
655,805$66.0M3.9%ETFLowFairfield, CT2026-11-05
HUB Investment Partners, LLC
633,212$63.8M1.1%GrowthLowAustin, TX2026-11-03
Trek Financial, LLC
631,624$63.6M2.9%ETFHighScottsdale, AZ2026-10-29
Brighton Jones LLC
591,889$59.6M1.0%CoreVery LowSeattle, WA2026-11-03
Fourpath Capital Management, LLC
589,726$59.4M7.7%CoreMediumOklahoma City, OK2026-10-19
Flagship Harbor Advisors, LLC
570,155$57.4M2.1%ETFMediumBoston, MA2026-10-26
Evergreen Capital Management LLC
565,763$57.0M1.0%GARPMediumBellevue, WA2026-10-23
Encompass More Asset Management
554,028$55.8M7.8%ETFHighDanville, CA2026-10-16
Truist Financial Corp
537,769$54.1M0.1%CoreLowCharlotte, NC2026-10-30
Creative Planning
536,701$54.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Balentine LLC
531,945$53.6M2.0%ETFLowAtlanta, GA2026-11-03
Marks Wealth, LLC
492,550$49.6M10.8%ETFVery HighEllicott City, MD2026-10-30
Blue Trust, Inc.
491,322$49.5M0.5%ETFLowBrentwood, TN2026-10-15
AlphaStar Capital Management, LLC
481,393$48.5M2.9%ETFMediumCornelius, NC2026-10-16
Vigilare Wealth Management
471,390$47.5M14.5%ETFHighScottsdale, AZ2026-10-29
Maxi Investments CY Ltd
469,500$47.3K0.0%GrowthVery HighLimassol, Georgia2026-10-26
Penney Financial, LLC
467,440$47.1M13.9%ETFMediumHouston, TX2026-10-20
Souders Financial Advisors
464,546$46.8M4.5%ETFLowCincinnati, OH2026-11-03
Brookstone Capital Management
425,467$42.8M0.4%ETFMediumWheaton, IL2026-10-22
Index Fund Advisors, Inc.
406,805$41.0M1.7%ETFVery LowIrvine, CA2026-11-05
Lido Advisors, LLC
402,365$40.5M0.1%GrowthLowLos Angeles, CA2026-11-04
Dynamic Financial Group
394,034$39.7M28.8%ETFLowCedar Falls, IA2026-10-28
Integrated Advisors Network LLC
392,450$39.5M1.8%GrowthMediumDallas, TX2026-10-20
Larson Financial Group LLC
391,291$39.4M1.0%GrowthLowSt Louis, MO2026-11-05
Synergy Asset Management, LLC
387,224$39.0M3.6%GrowthHighVancouver, WA2026-11-05
Leonard Rickey Investment Advisors P.L.L.C.
382,938$38.6M6.0%ETFLowYakima, WA2026-10-29
Wheelhouse Advisory Group LLC
374,179$37.7M10.0%ETFVery LowSt. Louis, MO2026-10-20
Arjuna Capital
369,442$37.2M8.3%MomentumMediumManchester, MA2026-11-03
RFG Advisory, LLC
369,248$37.2M0.5%ETFMediumBirmingham, AL2026-11-03
Cypress Capital, LLC
354,964$35.7M9.5%ETFMediumFranklin, TN2026-10-20
Capital Investment Advisors, LLC
347,472$35.0M0.5%CoreLowAtlanta, GA2026-10-22
Private Wealth Group, LLC
340,956$34.3M13.1%ETFLowTampa, FL2026-10-19
Robertson Stephens Wealth Management, LLC
334,657$33.7M0.8%ETFMediumSan Francisco, CA2026-10-16
Bangor Savings Bank
333,848$33.6M2.6%ETFLowBangor, ME2026-10-06
RIA Advisory Group LLC
323,456$32.6M9.2%ETFHighSioux Falls, SD2026-10-15
Woodley Farra Manion Portfolio Management Inc
320,075$32.2M1.6%ValueMediumIndianapolis, IN2026-11-05
Relyea Zuckerberg Hanson LLC
317,417$32.0M2.6%ETFLowStamford, CT2026-10-20
Strategic Planning Group, LLC
313,991$31.6M3.3%GrowthMediumBountiful, UT2026-10-22
Alpha Advisors, LLC
309,087$31.1M22.8%ETFMediumRichmond, VA2026-10-19
Milestone Asset Management, LLC
307,206$30.9M4.9%GrowthHighPittsburgh, PA2026-10-15
Laurel Wealth Advisors LLC
302,487$30.5M2.8%CoreVery LowCharlotte, NC2026-10-27
Kellett Wealth Advisors, LLC
302,302$30.4M11.1%ETFMediumCincinnati, OH2026-10-15
Rebalance, LLC
289,857$29.2M1.5%ETFVery LowPalo Alto, CA2026-10-22
Wedbush Securities Inc
286,171$28.8K0.0%CoreLowPasadena, CA2026-10-22
Valen Private Capital, LLC
283,934$28.6M8.8%ETFN/APaoli, PA2026-10-23
Beaumont Financial Advisors, LLC
273,127$27.5M1.7%GrowthMediumNeedham, MA2026-10-22
Apollon Wealth Management, LLC
263,100$26.5M0.3%GrowthLowMount Pleasant, SC2026-10-23
Traphagen Investment Advisors LLC
262,472$26.4M1.8%ETFLowOradell, NJ2026-10-14
One Day In July LLC
259,528$26.1M1.8%ETFVery LowBurlington, VT2026-10-30
Prospera Financial Services Inc
259,371$26.1M0.3%CoreMediumDallas, TX2026-11-04
Prescott Group Capital Management, L.L.C.
257,117$25.9M2.3%Deep ValueMediumTulsa, OK2026-10-30
Shrier Wealth Management, LLC
255,050$25.7M8.6%CoreVery LowLos Angeles, CA2026-10-20
Gibraltar Capital Management, Inc.
254,430$25.6M3.9%CoreLowTulsa, OK2026-10-27
Oppenheimer Asset Management Inc.
245,109$24.7M0.3%CoreMediumNew York, NY2026-10-27
AWM Capital, LLC
241,974$24.4M1.7%ETFLowPhoenix, AZ2026-10-16
Resonant Capital Advisors, LLC
240,245$24.2M1.2%ETFLowMadison, WI2026-10-15
Pinion Investment Advisors, LLC
240,070$24.2M4.3%ETFLowWichita, KS2026-11-04
Affinity Capital Advisors, LLC
236,566$23.8M2.8%ETFLowBerkeley, CA2026-10-13
Virginia Estate & Retirement Planning Advisors Inc.
230,881$23.2M29.4%ETFLowGlen Allen, VA2026-10-14
ACR Alpine Capital Research, LLC
228,160$23.0M0.3%Deep ValueMediumSt. Louis, MO2026-11-02
Pacific Capital Wealth Advisors, Inc.
226,949$22.8M3.3%ETFLowCorona, CA2026-10-22
Occidental Asset Management, LLC
225,441$22.7M2.0%GrowthLowBurlingame, CA2026-11-05
Castle Rock Wealth Management, LLC
222,619$22.4M4.2%GrowthMediumWalnut Creek, CA2026-10-09
Integrity Alliance, Llc.
222,205$22.4M0.7%ETFMediumUrbandale, IA2026-10-29
Miramontes Capital, LLC
218,967$22.0M6.7%GrowthVery LowNewport, CA2026-10-19
Twelve Points Wealth Management LLC
215,999$21.8M4.1%ETFMediumConcord, MA2026-11-03
O'Domhnaill Enterprises, Inc.
213,956$21.5M16.6%GrowthHighCody, WY2026-10-29
Woodard & Co Asset Management Group Inc
212,816$21.4M3.2%ETFMediumBermuda Run, NC2026-11-03
Trust Co of Vermont
212,203$21.4M0.8%CoreVery LowBrattleboro, VT2026-10-21
Navigate Wealth Management, LLC
212,185$21.3M12.9%ETFLowBirmingham, AL2026-10-14
RD Finance Ltd
205,275$20.7K0.1%GrowthVery HighLimassol, Georgia2026-10-26
Plan Group Financial, LLC
202,601$20.4M4.0%ETFMediumOklahoma City, OK2026-10-22
Marest Capital, LLC
201,260$20.3M10.2%ETFVery LowEncino, CA2026-10-23
Deltec Asset Management LLC
200,849$20.2M3.2%CoreMediumNew York, NY2026-10-26
Independent Financial Group, LLC
197,517$19.9M0.4%GrowthLowSan Diego, CA2026-10-13
Concurrent Investment Advisors, LLC
193,828$19.5M0.1%GrowthMediumTampa, FL2026-10-16
Sterling Investment Advisors LLC
185,383$18.7M8.2%ETFVery LowBolivar, MO2026-10-27
Almanack Investment Partners, Llc.
183,793$18.5M2.2%ETFMediumNewtown Square, PA2026-11-03
Mader & Shannon Wealth Management, Inc.
183,511$18.5M7.7%ETFMediumKansas City, MO2026-11-02
VestGen Advisors, LLC
179,200$18.0M0.6%GrowthMediumChicago, IL2026-10-27
IFS Advisors, LLC
177,755$17.9M5.4%ETFLowOverland Park, KS2026-10-14
Park Avenue Securities LLC
172,319$17.3K0.0%ETFMediumNew York, NY2026-10-26
Five Oceans Advisors
172,013$17.3M6.6%ETFVery LowCarlsbad, CA2026-10-22
Woodmont Investment Counsel LLC
171,672$17.3M0.9%GARPVery LowNashville, TN2026-10-29
StoneX Group Inc.
171,403$17.3M0.6%ETFMediumNew York, NY2026-11-03
Kennicott Capital Management LLC
169,385$17.1M7.7%ETFVery LowLarkspur, CA2026-10-16
Financial Discovery Group Inc
166,952$16.8M36.3%ETFN/AAtlanta, GA2026-11-03
Kestra Private Wealth Services, LLC
166,694$16.8M0.2%GrowthLowAustin, TX2026-10-30
Stableford Capital II LLC
166,137$16.7M5.8%CoreHighScottsdale, AZ2026-10-09
Pecaut & Co.
164,689$16.6M4.8%ETFLowSioux City, IA2026-10-27
CFS Investment Advisory Services, LLC
163,230$16.4M1.1%ETFMediumTotowa, NJ2026-10-19
Crown Wealth Group, LLC
159,400$16.0M4.0%ETFMediumCharlotte, NC2026-10-19
Integris Wealth Management, LLC
157,723$15.9M3.1%ETFVery LowMonterey, CA2026-10-14
MGO One Seven LLC
156,671$15.8M0.3%GrowthLowBeachwood, OH2026-10-28
Focused Wealth Management, Inc
153,689$15.5M1.3%ETFLowNewburgh, NY2026-10-30
J2 Capital Management Inc
151,875$15.3M9.7%ETFHighTroy, MI2026-10-19
Dorval Corp
149,704$15.1M4.3%ETFLowMaple Grove, MN2026-10-29
Vivid Wealth Management, LLC
149,449$15.0M5.4%GrowthLowWest Des Moines, IA2026-10-27
ARQ Wealth Advisors, LLC
148,789$15.0M1.8%ETFLowScottsdale, AZ2026-10-29
Bank of New York Mellon Corp
148,087$14.9M0.0%CoreLowNew York, NY2026-11-05
Clear Creek Financial Management, LLC
146,048$14.7M1.1%ETFMediumSilverdale, WA2026-10-28
Congress Park Capital LLC
145,952$14.7M3.9%ValueLowSaratoga Springs, NY2026-10-13
Alpha Wealth Funds, LLC
145,405$14.6M49.2%ETFMediumPark City, UT2026-11-04
Creative Financial Designs Inc
145,391$14.6M0.7%ETFMediumKokomo, IN2026-11-04
Waterfront Wealth Inc.
144,336$14.6M2.3%ValueLowOverland Park, KS2026-11-03
Atlas Private Wealth Advisors
144,059$14.5M3.1%ETFLowRed Bank, NJ2026-10-23
Mascoma Wealth Management LLC
143,979$14.5M2.6%ETFVery LowHanover, NH2026-10-23
Worth Asset Management, LLC
142,536$14.4M4.2%ETFHighDallas, TX2026-10-07
Aries Wealth Management
140,695$14.2M2.7%CoreVery LowPortland, ME2026-10-23
Crescent Grove Advisors, LLC
138,344$13.9M1.2%ETFLowLake Forest, IL2026-10-21
Dominguez Wealth Management Solutions, Inc.
137,763$13.9M7.7%CoreVery LowWilliamsburg, VA2026-10-07
Root Financial Partners, LLC
137,498$13.8M0.5%ETFMediumEncinitas, CA2026-10-21
International Assets Investment Management, LLC
137,407$13.8M0.8%CoreVery HighOrlando, FL2026-11-02
Citigroup Inc
135,116$13.6M0.0%CoreMediumNew York, NY2026-11-04
Montgomery Investment Management Inc
132,150$13.3M4.0%GARPVery LowRockville, MD2026-10-26
RTD Financial Advisors, Inc.
131,939$13.3M1.5%ETFLowPhiladelphia, PA2026-10-09
Warren Street Wealth Advisors, LLC
131,595$13.2M2.6%ETFMediumIrvine, CA2026-11-04
Svrn Asset Management, LLC
126,651$12.8M6.6%ETFVery LowAustin, TX2026-11-02
Sowell Financial Services LLC
126,183$12.7M0.4%CoreLowNorth Little Rock, AR2026-10-23
First Merchants Corp
125,374$12.6M0.4%GrowthLowMuncie, IN2026-10-15
Spire Wealth Management
125,029$12.6M0.4%GrowthMediumMclean, VA2026-10-30
Bria Capital Group, LLC
122,928$12.4M8.4%GrowthVery HighWesley Chapel, FL2026-10-22
RMR Capital Management, LLC
122,718$12.4M8.6%ValueVery LowTustin, CA2026-10-23
Highland Financial Advisors, LLC
120,243$12.1M2.6%ETFVery LowWayne, NJ2026-10-19
Retirement Planning Group, LLC
118,897$12.0M0.3%ETFVery LowLeawood, KS2026-10-19
Heritage Wealth Management, Inc.
118,120$11.9M4.1%ETFLowSan Diego, CA2026-10-27
Madrona Financial Services, LLC
117,195$11.8M1.8%ETFLowEverett, WA2026-10-23
Hutchens & Kramer Investment Management Group, LLC
116,852$11.8M3.5%ETFLowIndianapolis, IN2026-10-16
Walser Wealth Management Company, A Ltd Liability Co
116,806$11.8M4.7%GrowthHighTampa, FL2026-10-15
Baker Ellis Asset Management LLC
115,968$11.7M1.3%GARPVery LowVancouver, WA2026-10-14
IFP Advisors, Inc
115,291$11.6M0.2%GrowthLowTampa, FL2026-10-16
Courier Capital LLC
113,648$11.4M0.6%ETFLowBuffalo, NY2026-10-19
Thrivent Financial for Lutherans
112,385$11.3M0.0%GARPMediumMinneapolis, MN2026-11-05
Legacy Wealth Partners, LLC
111,524$11.2M2.4%ETFHighLakewood, CO2026-10-15
Klein Pavlis & Peasley Financial, Inc.
111,437$11.2M5.7%ValueMediumIrvine, CA2026-10-13
Silver Lake Advisory, LLC
109,532$11.0M4.1%CoreLowCottonwood Heights, UT2026-10-22
Malaga Cove Capital, LLC
108,793$11.0M3.5%GrowthLowPv Estates, CA2026-10-23
Kingstone Capital Partners Texas, LLC
106,020$10.7M5.3%GrowthLowFrisco, TX2026-11-03
Anson Capital, Inc.
105,639$10.6M6.9%ETFLowTyrone, GA2026-10-23
Kassira Wealth Management LLC
105,515$10.6M8.4%GrowthMediumKnoxville, TN2026-10-28
Koa Wealth Management, LLC
102,721$10.3M6.7%CoreLowEncinitas, CA2026-10-14
Stonekeep Investments, LLC
101,913$10.3M6.0%ETFLowSante Fe, NM2026-10-15
Andina Capital Management, LLC
101,290$10.2M14.7%ETFMediumLogan, UT2026-10-21
Code Waechter LLC
100,234$10.1M4.8%ETFLowTampa, FL2026-10-23
Jmac Enterprises LLC
100,013$10.1M1.7%ETFVery LowNewtown, PA2026-10-30
Silverlake Wealth Management LLC
99,972$10.1M1.9%ETFLowWilliston, VT2026-10-21
Riverwater Partners LLC
97,140$9.8M2.7%ValueMediumMilwaukee, WI2026-11-03
Madson Wealth Advisors Inc
97,013$9.8M6.8%ETFLowSanta Rosa, CA2026-10-13
Carnegie Investment Counsel
95,645$9.6M0.2%CoreLowPepper Pike, OH2026-10-20
Simon Quick Advisors, LLC
95,606$9.6M0.4%ETFLowMorristown, NJ2026-10-26
William John Sempolinski
95,072$9.6M3.7%MomentumLowEaston, MA2026-10-20
Elevate Capital Advisors, LLC
94,382$9.5M5.5%ValueHighEagle, CO2026-11-02
Atria Investments, Inc
93,165$9.4M0.1%CoreMediumCharlotte, NC2026-10-15
Capital Advisors Wealth Management, LLC
92,926$9.4M1.1%ETFLowYakima, WA2026-10-09
Boomfish Wealth Group, LLC
92,709$9.3M4.0%GrowthMediumAlpharetta, GA2026-10-22
Ascentis Independent Advisors
92,357$9.3M0.5%ETFLowDallas, TX2026-11-03
Journey Advisory Group, LLC
92,100$9.3M0.7%CoreMediumCovington, KY2026-11-04
Winnacle Wealth LLC
92,016$9.3M6.1%CoreMediumWaco, TX2026-10-15
Citizens Financial Group Inc
91,800$9.2M0.1%GrowthLowProvidence, RI2026-10-23
Partners Wealth Management, LLC
91,689$9.2M1.0%CoreLowCarmel By The Sea, CA2026-10-28
Diversify Advisory Services, LLC
91,549$9.2M0.1%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
91,549$9.2M0.1%GrowthMediumSandy, UT2026-10-20
XY Planning Network, Inc.
90,260$9.1M1.0%ETFLowBozeman, MT2026-10-14
Flagship Private Wealth, LLC
90,257$9.1M3.2%ETFLowWoburn, MA2026-11-05
Founders Financial Securities LLC
89,996$9.1M0.4%ETFMediumTowson, MD2026-10-28
Monarch Capital Management Inc
88,911$9.0M2.1%CoreVery LowFort Wayne, IN2026-10-19
Motive Wealth Advisors
88,412$8.9M3.6%ETFVery LowBirmingham, MI2026-10-26
Farnam Financial LLC
87,875$8.8M6.5%ETFLowPhoenix, AZ2026-10-21
Platform Technology Partners
87,723$8.8M1.4%CoreVery LowLocust Valley, NY2026-11-02
Toth Financial Advisory Corp
84,467$8.5M0.8%CoreLowLeesburg, VA2026-10-08
DeLarme Wealth Management, Inc.
82,865$8.3M4.7%ETFVery LowPalos Verdes Estates, CA2026-10-30
Lake Hills Wealth Management, LLC
80,633$8.1M3.7%ETFVery HighAustin, TX2026-10-07
Boyum Wealth Architects LLC
80,324$8.1M3.3%ETFLowBloomington, MN2026-10-06
Bull Oak Capital, LLC
79,564$8.0M2.6%ETFVery LowRancho Santa Fe, CA2026-10-23
Parallel Advisors, LLC
75,567$7.6M0.1%IndexLowSan Francisco, CA2026-11-03
Hennion & Walsh Asset Management, Inc.
75,164$7.6M0.2%ValueMediumParsippany, NJ2026-10-13
EverSource Wealth Advisors, LLC
75,053$7.6M0.2%CoreMediumBirmingham, AL2026-11-04
Alterna Wealth Management, Inc
74,459$7.5M4.2%ETFMediumHouston, TX2026-10-27
RED Crane Wealth Management, LLC
74,428$7.5M5.2%ETFLowSan Francisco, CA2026-10-14
Hofer & Associates. Inc
74,428$7.5M5.2%ETFHighThousand Oaks, CA2026-10-13
Fiduciary Alliance LLC
73,409$7.4M0.6%CoreMediumGreenville, SC2026-10-13
Marathon Capital Management
71,975$7.2M1.5%CoreLowHunt Valley, MD2026-10-23
Concord Wealth Partners
70,492$7.1M0.8%GrowthLowAbingdon, VA2026-11-02
Walker Financial Services, Inc.
70,461$7.1M2.1%ETFLowBowling Green, KY2026-10-26
Gerber Kawasaki Wealth & Investment Management
70,425$7.1M0.2%ETFLowSanta Monica, CA2026-10-29
PW Nova Financial Services LLC
69,896$7.0M1.4%ETFLowNewtown, PA2026-10-15
Anderson Hoagland & Co
69,770$7.0M0.5%ETFLowSt Louis, MO2026-10-23
Wilmington Savings Fund Society, FSB
68,524$6.9M0.2%CoreLowWilmington, DE2026-10-23
Emprise Bank
67,950$6.8M2.6%ETFVery LowWichita, KS2026-10-07
Sensenig Capital Advisors, Inc
67,081$6.8M6.1%ETFLowCollegeville, PA2026-10-23
Prime Capital Investment Advisors, LLC
66,167$6.7M0.1%ETFLowOverland Park, KS2026-10-20
Apex Wealth Management, LLC
65,619$6.6M3.9%ETFMediumBedford, NH2026-10-20
Caliber Wealth Management, LLC / KS
64,800$6.5M0.6%ETFLowOverland Park, KS2026-11-04
Kohmann Bosshard Financial Services, LLC
64,297$6.5M0.5%ETFLowFairlawn, OH2026-11-04
Procyon Advisors, LLC
63,677$6.4M0.3%CoreVery LowShelton, CT2026-10-21
Bouvel Investment Partners, LLC
62,803$6.3M1.5%Agg GrowthMediumPhoenixville, PA2026-10-13
Diversified Portfolios, Inc.
62,800$6.3M0.4%ETFLowBloomfield Hills, MI2026-11-04
Scratch Capital LLC
62,689$6.3M4.0%ETFMediumBoise, ID2026-11-02
Arrien Investments, Inc.
61,875$6.2M3.2%ETFLowBoise, ID2026-10-30
Elevation Point Wealth Partners, LLC
61,806$6.2M0.1%CoreHighDenver, CO2026-11-05
Buck Wealth Strategies, LLC
61,666$6.2M0.6%ValueMediumDenver, CO2026-10-28
Farrow Financial, Inc.
61,165$6.2M3.3%ETFLowSouth Burlington, VT2026-10-30
Compagnie Lombard Odier SCmA
60,763$6.1M0.1%GrowthMedium1204 Geneva, Switzerland2026-11-04
Invariant Investment Management
59,727$6.0M3.5%ETFLowCamp Hill, PA2026-10-08
Greenspring Advisors, LLC
59,469$6.0M0.3%ETFVery LowTowson, MD2026-11-05
ADE, LLC
58,980$5.9M2.4%ETFLowBaltimore, MD2026-10-29
Legacy Advisory Services, LLC
58,595$5.9M4.2%ETFMediumExton, PA2026-10-20
Strategic Blueprint, LLC
57,965$5.8M0.3%ETFLowAtlanta, GA2026-10-22
Altura Wealth Advisors Inc.
57,933$5.8M1.8%GrowthLowSanta Clara, CA2026-10-22
FAI Advisors, Inc.
57,720$5.8M2.3%GrowthLowFarmington Hills, MI2026-10-27
Commonwealth Financial Services, LLC
57,345$5.8M1.0%ETFMediumVienna, WV2026-10-20
PFG Advisors
57,166$5.8M0.3%ETFMediumPhoenix, AZ2026-10-16
Baring Financial LLC
56,480$5.7M3.0%ETFLowBellingham, WA2026-10-07
Teamwork Financial Advisors, LLC
56,147$5.7M0.6%GrowthHighSan Antonio, TX2026-10-19
Ackerman Capital Advisors, LLC
55,332$5.6M1.1%ETFLowDallas, TX2026-10-30
Decker Retirement Planning Inc.
55,176$5.6M1.8%Agg GrowthVery HighLevi, UT2026-10-19
Midwest Financial Partners Investments, Inc.
55,048$5.5M2.1%ETFVery LowSt. Cloud, MN2026-10-08
Cove Private Wealth, LLC
54,157$5.5M1.0%GrowthLowOyster Bay Cove, NY2026-10-28
Slow Capital, Inc.
53,255$5.4M0.6%Agg GrowthLowGreenbrae, CA2026-10-23
Armstrong Advisory Group, Inc
53,099$5.3M0.3%ETFHighNeedham, MA2026-10-09
Watchman Group, Inc.
52,811$5.3M1.2%ETFLowPlano, TX2026-10-16
Signal Advisors Wealth, LLC
52,215$5.3M0.2%ETFLowDetroit, MI2026-10-13
Asset One Wealth Management LLC
52,209$5.3M0.5%GrowthLowBellevue, WA2026-11-02
Marion Wealth Management
51,718$5.2M1.0%ETFVery LowMonroeville, PA2026-10-22
Ridgewood Investments LLC
51,189$5.2M1.9%ValueMediumSpringfield, NJ2026-10-05
Claro Advisors Inc.
51,149$5.1M0.5%CoreLowBoston, MA2026-11-02
Sage Rhino Capital LLC
50,990$5.1M0.8%ETFLowMenlo Park, CA2026-10-28
CWA Asset Management Group, LLC
50,961$5.1M0.2%CoreMediumNaples, FL2026-10-19
AdvisorNet Financial, Inc
50,865$5.1M0.2%ETFLowMinnetonka, MN2026-10-15
Core Wealth Partners LLC
49,448$5.0M2.0%GrowthLowSanta Rosa, CA2026-11-02
Fiscal Wisdom Wealth Management, LLC
48,871$4.9M5.9%ETFMediumCanton, CT2026-10-16
Accordant Advisory Group Inc
48,147$4.8M3.0%ValueMediumAnnapolis, MD2026-10-29
Planned Solutions, Inc.
47,983$4.8M1.3%ETFLowFolsom, CA2026-10-19
Oasis Advisors, LLC
47,867$4.8M2.0%ETFMediumForest City, IA2026-10-16
TT Capital Management LLC
47,375$4.8M3.5%YieldMediumGilbert, AZ2026-10-15
Altiora Financial Group, LLC
47,366$4.8M0.8%ETFLowLebanon, OH2026-11-04
GreatBanc Trust Co
46,320$4.7M2.8%ETFLowLisle, IL2026-11-04
Financial Advisory Partners, LLC
46,025$4.6M1.2%ETFVery LowWinter Park, FL2026-10-23
Lpwm LLC
45,698$4.6M1.0%ETFMediumMinneapolis, MN2026-10-20
McAdam, LLC
44,750$4.5M0.2%ETFLowPhiladelphia, PA2026-10-21
Enhancing Capital LLC
44,476$4.5M3.1%CoreVery LowHarrisburg, PA2026-10-26
Americana Partners, LLC
44,157$4.4M0.1%CoreMediumHouston, TX2026-10-28
Ashton Thomas Private Wealth, LLC
44,126$4.4M0.1%CoreMediumScottsdale, AZ2026-11-03
Archer Investment Corp
42,858$4.3M0.8%CoreMediumCarmel, IN2026-11-05
TD Waterhouse Canada Inc.
42,542$4.3M0.0%CoreLowToronto, Australia2026-10-16
Oppenheimer & Co Inc
42,390$4.3M0.0%CoreLowNew York, NY2026-10-26
Sound Financial Strategies Group, LLC
42,256$4.3M2.9%ETFMediumMadison, MS2026-10-30
Chatham Capital Group, Inc.
41,942$4.2M0.5%CoreLowSavannah, GA2026-10-16
Sage Mountain Advisors LLC
41,638$4.2M0.2%ETFLowAtlanta, GA2026-11-02
Tactive Advisors, LLC
41,507$4.2M1.0%ETFHighJacksonville, FL2026-10-08
NBZ Investment Advisors LLC
39,973$4.0M1.6%ETFLowKnoxville, TN2026-10-30
True Link Financial Advisors, LLC
39,614$4.0M0.2%ETFLowSan Francisco, CA2026-10-27
Stone Loft Wealth Management LLC
39,319$4.0M2.1%ETFLowWest Chester, PA2026-11-03
Assetmark, Inc
38,952$3.9M0.0%ETFLowConcord, CA2026-10-21
Simplicity Wealth,LLC
38,388$3.9M0.1%ETFLowSummit, NJ2026-10-23
Sovran Advisors, LLC
37,610$3.8M0.3%ETFMediumSan Diego, CA2026-11-02
Master's Wealth Management Inc.
37,590$3.8M1.1%ETFMediumLancaster, PA2026-10-22
Willow Creek Wealth Management Inc.
37,398$3.8M0.2%ETFVery LowSebastopol, CA2026-10-26
Wakefield Asset Management Lllp
37,311$3.8M0.9%ValueMediumEnglewood, CO2026-11-05
Hubbell Strickland Wealth Management, LLC
36,767$3.7M1.3%ETFVery LowNew Orleans, LA2026-10-29
Adell Harriman & Carpenter Inc
36,206$3.6M0.2%GrowthVery LowHouston, TX2026-11-02
Wedmont Private Capital
36,122$3.6M0.1%IndexVery LowWest Chester, PA2026-10-09
Redhawk Wealth Advisors, Inc.
36,117$3.6M0.4%ETFHighMinneapolis, MN2026-10-14
Uptick Partners, LLC
35,946$3.6M0.5%ETFLowNacogdoches, TX2026-11-04
Heck Capital Advisors, LLC
35,913$3.6M0.2%ETFMediumRhinelander, WI2026-10-14
Values First Advisors, Inc.
35,853$3.6M1.7%CoreMediumJohnson City, TN2026-10-23
Members Wealth LLC
35,432$3.6M1.8%ETFLowMedia, PA2026-10-20
Vista Investment Partners II, LLC
35,305$3.6M1.4%CoreMediumRichmond, IN2026-10-15
Bulwark Capital Corp
34,923$3.5M1.9%ETFMediumFernandina Beach, FL2026-10-13
Norris Perne & French LLP
34,899$3.5M0.2%GrowthLowGrand Rapids, MI2026-10-23
Meridian Wealth Management, LLC
34,738$3.5M0.1%GrowthLowLexington, KY2026-11-05
Ascentis Wealth Management, LLC
34,626$3.5M0.6%Agg GrowthLowDallas, TX2026-11-03
Peapod Lane Capital LLC
34,610$3.5M2.6%Deep ValueMediumBedford Hills, NY2026-10-22
First Heartland Consultants, Inc.
34,355$3.5M0.2%ETFMediumLake St. Louis, MO2026-10-08
SwitchPoint Financial Planning, LLC
34,066$3.4M1.9%ETFVery LowLehi, UT2026-11-02
McClarren Financial Advisors, Inc.
33,784$3.4M1.7%ETFMediumState College, PA2026-10-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
33,489$3.4M0.0%GrowthVery LowSeattle, WA2026-10-27
Regatta Capital Group, LLC
33,338$3.4M0.4%ETFLowEl Segundo, CA2026-10-23
United Advisor Group, LLC
33,322$3.4M0.3%ETFLowCincinnati, OH2026-11-03
Axxcess Wealth Management, LLC
33,105$3.3M0.1%CoreLowCarlsbad, CA2026-10-21
Rochester Wealth Strategies, LLC
33,016$3.3M1.8%ETFLowRochester, MI2026-11-03
Scott & Selber, Inc.
32,613$3.3M0.7%GrowthVery LowHouston, TX2026-10-21
Sjbenen Advisory, LLC
32,510$3.3M2.0%ETFLowChapel Hill, NC2026-10-19
Verdence Capital Advisors LLC
32,430$3.3M0.1%CoreMediumHunt Valley, MD2026-10-26
Flagship Wealth Advisors, LLC
32,417$3.3M0.7%ETFLowWakefield, MA2026-11-03
Precedent Wealth Partners, LLC
32,351$3.3M0.5%ETFMediumHouston, TX2026-10-21
J. Safra Sarasin Holding AG
32,184$3.2M0.0%CoreMediumBasel, Switzerland2026-10-26
Andrews Advisory Associates, LLC
32,029$3.2M1.5%ETFLowHonolulu, HI2026-10-15
Chicago Partners Investment Group LLC
31,985$3.2M0.1%GARPLowChicago, IL2026-10-27
Blume Capital Management, Inc.
31,841$3.2M0.5%CoreMediumBerkeley, CA2026-10-26
Cornerstone Enterprises, LLC
31,731$3.2M1.9%ETFMediumAppleton, WI2026-10-15
Seven Bridges Advisors LLC
31,623$3.2M1.4%ETFN/ANew York, NY2026-10-07
Raab & Moskowitz Asset Management LLC
31,516$3.2M0.6%CoreLowChatham, NJ2026-11-02
Accurate Wealth Management, LLC
31,474$3.2M0.3%CoreMediumWesley Chapel, FL2026-10-20
Kingswood Wealth Advisors, LLC
31,443$3.2M0.1%GrowthLowSan Diego, CA2026-10-23
Topor & Co. Korea
31,413$3.2M2.5%ETFN/ASeoul, Malaysia2026-10-22
1900 Wealth Management LLC
31,391$3.2M0.2%ETFLowSan Antonio, TX2026-10-13
Convergence Financial, LLC
30,860$3.1M0.4%ETFMediumColumbia, MO2026-10-27
Essential Partners LLC
30,560$3.1M1.4%ValueMediumRancho Santa Fe, CA2026-10-14
SFG Wealth Management, Llc.
30,457$3.1M1.1%ETFMediumTowson, MD2026-10-23
Uhlmann Price Securities, LLC
30,337$3.1M0.2%Agg GrowthLowSkokie, IL2026-11-03
Intrua Financial, LLC
30,292$3.0M0.3%ETFMediumHouston, TX2026-10-28
Discipline Wealth Solutions, LLC
30,271$3.0M0.3%ETFLowGreenville, SC2026-10-14
Strategic Advisors LLC
30,176$3.0M0.6%GrowthLowNew York, NY2026-10-13
Private Trust Co NA
29,992$3.0M0.2%CoreLowCleveland, OH2026-10-20
Leicht Financial Planning & Wealth Management, Inc.
29,715$3.0M1.2%ETFLowParsippany, NJ2026-11-03
Successful Portfolios LLC
29,365$2.9M1.4%CoreVery LowClearwater, FL2026-10-09
Realta Investment Advisors
29,083$2.9M0.9%GrowthMediumWilmington, DE2026-10-14
Golden State Wealth Management, LLC
28,726$2.9M0.3%ETFMediumSanta Ana, CA2026-11-02
Sulzberger Capital Advisors, Inc.
28,613$2.9M2.9%GrowthLowMiami, FL2026-10-20
Spectrum Asset Management, Inc. (NB )
28,562$2.9M0.8%CoreMediumNewport Beach, CA2026-10-19
Lanark Financial, Inc.
27,764$2.8M0.2%CoreMediumBirmingham, AL2026-10-26
Bayshore Asset Management, LLC
27,530$2.8M1.0%ETFVery LowCoral Gables, FL2026-11-03
Geneva Partners, LLC
27,402$2.8M0.8%MomentumHighLake Geneva, WI2026-10-26
BankChampaign, National Association
27,293$2.7M2.3%GrowthMediumChampaign, IL2026-10-19
Dynamic Advisor Solutions LLC
27,127$2.7M0.1%ETFLowPhoenix, AZ2026-10-13
Frederick Financial Consultants, LLC
27,087$2.7M1.1%ETFVery LowFrederick, MD2026-10-29
Private Management Group Inc
26,909$2.7M0.1%YieldLowIrvine, CA2026-11-04
Nilsine Partners, LLC
26,889$2.7M0.2%CoreMediumGreenwood Village, CO2026-11-02
Professional Financial Management, Inc.
26,752$2.7M2.7%ETFMediumAppleton, WI2026-10-22
Prosperity Planning, Inc.
26,103$2.6M0.6%ETFVery LowNorth Kansas City, MO2026-10-09
Friedenthal Financial
26,087$2.6M1.1%ETFHighMarlton, NJ2026-10-27
Burney Co/
26,079$2.6M0.1%GARPMediumReston, VA2026-10-15
Lincoln Capital Corp
25,742$2.6M0.8%ETFMediumEast Greenwich, RI2026-10-13
Oak Harvest Investment Services
25,185$2.5M0.2%GrowthMediumHouston, TX2026-10-20
JIM Saulnier & Associates, LLC
25,183$2.5M1.0%ETFLowFort Collins, CO2026-11-04
Hunter Associates Investment Management LLC
25,050$2.5K0.0%CoreLowPittsburgh, PA2026-10-26
Studio Investment Management LLC
24,973$2.5M0.4%ETFLowChicago, IL2026-10-22
Holos Integrated Wealth LLC
24,915$2.5M1.1%ETFLowKennett Square, PA2026-10-23
Capital Advantage, Inc.
24,785$2.5M0.3%ETFMediumWalnut Creek, CA2026-10-14
Financial Planning Hawaii, Inc.
24,689$2.5M1.3%CoreVery LowHonolulu, HI2026-10-13
Davenport & Co LLC
24,256$2.4M0.0%CoreMediumRichmond, VA2026-10-14
Ridgepath Capital Management LLC
23,886$2.4M1.3%ETFHighKnoxville, TN2026-10-29
Cowa, LLC
23,734$2.4M0.6%ETFMediumTulsa, OK2026-10-30
Rose Capital Advisors LLC
23,448$2.4M0.6%ETFN/AMiami Beach, FL2026-11-04
New Wave Wealth Advisors LLC
23,178$2.3M0.6%CoreMediumSpringdale, AR2026-10-19
Kennon-Green & Company, LLC
23,026$2.3M1.8%ValueLowNew Albany, OH2026-10-05
Walker Asset Management, LLC
22,738$2.3M1.2%CoreVery LowSpringfield, MO2026-10-13
CoreCap Advisors, LLC
22,576$2.3M0.1%ETFMediumSouthfield, MI2026-10-08
Parkside Financial Bank & Trust
22,448$2.3M0.1%CoreVery LowSaint Louis, MO2026-10-27
Acorn Wealth Advisors, LLC
22,073$2.2M0.5%ETFLowGrand Blanc, MI2026-10-19
Avidian Wealth Enterprises, LLC
22,065$2.2M0.1%ETFLowHouston, TX2026-10-08
Onyx Bridge Wealth Group LLC
22,013$2.2M0.2%ETFMediumTarrytown, NY2026-10-16
B. Riley Wealth Advisors, Inc.
21,924$2.2M0.1%GrowthLowMemphis, TN2026-10-13
Ryan Investment Management, Inc.
21,895$2.2M0.9%ETFVery HighBasalt, CO2026-10-20
Revisor Wealth Management LLC
21,831$2.2M0.5%CoreLowAkron, OH2026-10-20
Beacon Financial Group
21,684$2.2M0.2%ETFMediumDallas, TX2026-10-19
Quartz Partners, LLC
21,599$2.2M0.7%GARPMediumSaratoga Springs, NY2026-11-03
Wall Capital Group, Inc.
21,500$2.2M1.8%ETFHighPhoenix, AZ2026-10-14
Gibbs Wealth Management
21,374$2.2M0.2%CoreLowAlpharetta, GA2026-10-22
Quadrant Private Wealth Management, LLC
21,276$2.1M0.3%GrowthLowCenter Valley, PA2026-11-04
Crane Advisory, LLC
21,188$2.1M0.3%ETFVery LowFullerton, CA2026-10-13
Consolidated Capital Management, LLC
21,087$2.1M0.6%GrowthHighBurbank, CA2026-10-13
Finley Financial, LLC
21,074$2.1M0.9%ETFVery LowLas Vegas, NV2026-10-28
Freestate Advisors LLC
20,970$2.1M1.6%ETFVery LowOverland Park, KS2026-10-09
NWF Advisory Services Inc.
20,881$2.1M0.2%GARPLowLos Angeles, CA2026-10-19
Wesbanco Bank Inc
20,655$2.1M0.1%CoreLowWheeling, WV2026-11-04
New Harbor Financial Group, LLC
20,580$2.1M0.3%ETFMediumWorcester, MA2026-10-22
Sigma Planning Corp
20,276$2.0M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Visionary Wealth Advisors
20,138$2.0M0.1%ETFLowO'Fallon, IL2026-11-04
Steele Capital Management, Inc.
19,884$2.0M0.1%ETFVery LowDubuque, IA2026-11-02
Portside Wealth Group, LLC
19,847$2.0M0.2%CoreMediumProvo, UT2026-10-20
Evermay Wealth Management LLC
19,798$2.0M0.2%ETFLowArlington, VA2026-11-05
Pacific Park Financial, Inc.
19,699$2.0M1.2%ETFMediumLagina Hills, CA2026-10-13
LifeGoal Investments, LLC
19,685$2.0M0.6%ETFLowSaratoga Springs, NY2026-10-09
AK Global Asset Management, LLC
19,500$2.0M1.5%Agg GrowthLowOakland, CA2026-10-27
Harbor Asset Planning, Inc.
19,424$2.0M1.5%ETFVery LowBelmont, MA2026-10-23
Lantz Financial LLC
19,130$1.9M0.4%ETFLowNaperville, IL2026-10-15
Beacon Capital Management, LLC
19,073$1.9M0.3%ETFMediumFranklin, TN2026-10-23
DecisionPoint Financial, LLC
19,050$1.9M0.3%ETFVery LowMesa, AZ2026-10-27
Quadcap Wealth Management, LLC
18,622$1.9M0.2%ETFLowFrisco, TX2026-11-02
4Wealth Advisors, Inc.
18,472$1.9M1.3%ETFMediumBurr Ridge, IL2026-10-13
DMC Group, LLC
18,329$1.8M1.3%CoreMediumBirmingham, AL2026-10-26
Breakthru Advisory Services, LLC
18,280$1.8M6.2%ETFLowMuskego, WI2026-10-13
Ashton Thomas Securities, LLC
18,175$1.8M0.2%ETFMediumRochester, NY2026-10-26
Daymark Wealth Partners, LLC
18,141$1.8M0.0%CoreLowCincinnati, OH2026-11-04
Petros Family Wealth, LLC
17,996$1.8M1.1%GrowthMediumBloomington, MN2026-10-28
Global Assets Advisory, LLC
17,830$1.8M0.4%GrowthHighOrlando, FL2026-10-28
Revolve Wealth Partners, LLC
17,127$1.7M0.2%ETFVery LowHackensack, NJ2026-10-23
Traynor Capital Management, Inc.
16,960$1.7M0.1%GrowthLowMalvern, PA2026-10-29
Aurora Investment Managers, Llc.
16,684$1.7K0.0%CoreMediumNaples, FL2026-10-15
MSH Capital Advisors LLC
16,671$1.7M0.3%CoreLowScottsdale, AZ2026-11-03
ZWJ Investment Counsel Inc
16,610$1.7M0.1%CoreLowAtlanta, GA2026-10-15
Spectrum Strategic Capital Management, LLC
16,507$1.7M0.8%ETFMediumCorvallis, OR2026-10-22
Annex Advisory Services, LLC
16,373$1.6M0.0%GrowthHighBrookfield, WI2026-10-16
Opus Capital Group, LLC
16,352$1.6K0.0%ETFVery LowCincinnati, OH2026-10-30
Fifth Third Securities, Inc.
16,280$1.6M0.1%ETFLowCincinnati, OH2026-10-21
Able Financial Group, LLC
16,278$1.6M0.3%ETFLowScottsdale, AZ2026-10-14
Citizens National Bank Trust Department
16,200$1.6M0.2%CoreVery LowMeridian, MS2026-11-04
Victory Financial Group, LLC
16,170$1.6M0.1%ETFLowAustin, TX2026-10-27
Klaas Financial Asset Advisors, LLC
16,101$1.6M0.2%ETFVery LowLoves Park, IL2026-10-19
Bond & Devick Financial Network, Inc.
16,057$1.6M0.4%ETFVery LowSt. Louis Park, MN2026-10-23
Guidance Capital, Inc
15,788$1.6M0.3%ETFMediumLousville, KY2026-11-03
Heartwood Wealth Advisors LLC
15,647$1.6M0.1%ETFLowRichmond, VA2026-10-05
BankPlus Wealth Management LLC
15,272$1.5M0.7%ETFLowJackson, MS2026-10-13
Town Capital LLC
15,213$1.5M1.0%ETFHighBel Air, MD2026-11-03
SteelPeak Wealth, LLC
15,024$1.5M0.0%GrowthHighWoodland Hills, CA2026-10-16
Provident Investment Management, Inc.
15,007$1.5M0.2%CoreMediumNovi, MI2026-10-23
Maseco LLP
14,895$1.5M0.0%ETFVery LowLondon, United Kingdom2026-10-27
Gradient Capital Advisors, LLC
14,794$1.5M0.3%ETFLowSan Diego, CA2026-10-21
Financial Guidance Group, Inc.
14,638$1.5M0.5%ETFVery LowPalm Harbor, FL2026-10-21
Andrews, Lucia Wealth Management LLC
14,574$1.5M0.8%ETFVery LowDanville, CA2026-11-02
Focus Financial Network, Inc.
14,558$1.5M0.0%ETFLowMinneapolis, MN2026-10-14
Midway Capital Research & Management
14,478$1.5M1.2%CoreVery LowChicago, IL2026-10-20
Old Mission Investment Co LLC
14,287$1.4M0.3%ETFLowTraverse City, MI2026-10-22
Factor Wealth Management LTD
14,261$1.4M0.2%ETFLowChicago, IL2026-10-08
Advisory Solutions Group, LLC
14,180$1.4M0.3%ETFN/APlymouth, MN2026-10-14
Fullerton Advisors, LLC
14,120$1.4M1.3%ETFLowDanville, CA2026-10-14
Straight Path Wealth Management
14,018$1.4M0.3%ETFLowJenison, MI2026-10-23
Integrity Advisory Solutions, LLC
14,009$1.4M0.1%ETFMediumDallas, TX2026-10-29
Acumen Wealth Advisors, LLC
13,971$1.4M0.3%GrowthHighChattanooga, TN2026-11-05
Triumph Capital Management
13,833$1.4M0.2%ETFMediumDenver, CO2026-10-14
Goelzer Investment Management, Inc.
13,771$1.4M0.1%GrowthLowCarmel, IN2026-10-16
Howard Wealth Management, LLC
13,743$1.4M0.5%ETFVery LowMadison, CT2026-10-28
Attessa Capital LLC
13,692$1.4M0.6%ETFVery LowTucson, AZ2026-10-09
Evanson Financial, LLC
13,680$1.4M0.1%ETFN/AMclean, VA2026-10-23
Verus Capital Partners, LLC
13,526$1.4M0.1%GrowthLowScottsdale, AZ2026-11-03
Independent Wealth Network Inc.
13,445$1.4M0.3%ETFMediumUrbandale, IA2026-10-19
Modera Wealth Management, LLC
13,402$1.3M0.0%ETFVery LowWestwood, NJ2026-10-28
Secure Asset Management, LLC
13,348$1.3M0.2%GrowthMediumTroy, MI2026-10-19
Steinberganna Wealth Management
13,332$1.3M0.6%ETFLowHuntington, NY2026-10-23
Cap Partners, LLC
13,160$1.3M0.6%ETFLowFranklin, TN2026-10-19
Next Level Wealth Planning, LLC
12,961$1.3M0.5%ETFVery LowMeridian, ID2026-10-29
Whalen Wealth Management Inc.
12,931$1.3M0.6%GrowthHighLas Vegas, NV2026-10-08
LFA - Lugano Financial Advisors SA
12,735$1.3M0.7%ETFLowLugano, Switzerland2026-11-03
Buckhead Capital Management LLC
12,727$1.3M0.4%CoreLowAtlanta, GA2026-11-03
MCF Advisors LLC
12,700$1.3M0.0%ETFLowLexington, KY2026-10-28
Box Hill Private Wealth LLC
12,632$1.3M0.9%ETFLowScottsdale, AZ2026-10-05
Aire Advisors, LLC
12,614$1.3M0.2%ETFVery LowBeverly Hills, CA2026-10-22
LJI Wealth Management, LLC
12,609$1.3M0.2%ETFLowIndianapolis, IN2026-10-28
Guardian Financial Partners, LLC
12,497$1.3M0.5%ETFLowOrange, CA2026-11-04
Nottingham Advisors, Inc.
12,461$1.3M0.2%ETFLowAmherst, NY2026-10-29
Stone Wealth Partners
12,414$1.2M0.4%ETFLowJefferson, LA2026-11-05
Clear Wave Wealth Management LLC
12,283$1.2M0.2%ETFN/ARed Bank, NJ2026-11-04
Bright Financial Advisors, Inc.
12,260$1.2M0.5%ETFVery LowPortage, MI2026-10-23
Baxter Bros Inc
12,230$1.2M0.1%CoreLowRiverside, CT2026-11-04
Costello Asset Management, Inc
11,882$1.2M0.4%CoreLowFeasterville, PA2026-10-30
FSM Wealth Advisors, LLC
11,833$1.2M0.1%ETFLowCleveland, OH2026-10-27
Bison Wealth, LLC
11,675$1.2M0.1%GrowthMediumAtlanta, GA2026-10-13
Angeles Wealth Management, LLC
11,550$1.2M0.1%ETFLowSanta Monica, CA2026-10-26
Columbia Advisory Partners LLC
11,433$1.2M0.6%ETFMediumSpokane, WA2026-10-15
Nicholas Hoffman & Company, Llc.
11,402$1.1M0.0%ETFVery LowAtlanta, GA2026-10-30
Objective Capital Management, LLC
11,316$1.1M1.0%ETFLowFairlawn, OH2026-10-13
Macroview Investment Management LLC
11,284$1.1M0.7%ETFLowBethesda, MD2026-10-26
M Holdings Securities, Inc.
11,186$1.1M0.5%ETFHighPortland, OR2026-11-03
Centennial Wealth Advisory LLC
11,105$1.1M0.2%ETFLowTraverse City, MI2026-10-16
Foundry Financial LLC
10,902$1.1M0.3%ETFMediumPasadena, CA2026-10-16
Emerald Advisors, LLC
10,693$1.1M0.1%GrowthVery LowBellevue, WA2026-10-13
RMR Wealth Builders
10,692$1.1M0.1%ETFLowMontclair, NJ2026-10-22
Virtue Capital Management, LLC
10,681$1.1M0.1%GrowthHighBrentwood, TN2026-10-29
James T. Borello RIA
10,444$1.1M0.2%ETFVery LowEast Dundee, IL2026-10-16
Keystone Financial Group, Inc.
10,416$1.0M0.6%ETFLowAtlanta, GA2026-10-13
Signature Estate & Investment Advisors LLC
10,356$1.0M0.0%ETFMediumLos Angeles, CA2026-10-13
GGM Financial LLC
10,353$1.0M0.3%ETFMediumColumbus, OH2026-11-05
Ramiah Investment Group
10,330$1.0M0.8%ETFHighBrookfield, WI2026-10-20
Foster Victor Wealth Advisors, LLC
10,200$1.0M0.1%CoreMediumGreenville, SC2026-10-21
Heritage OAK Wealth Advisors LLC
10,069$1.0M0.3%ValueHighSanta Rosa Beach, FL2026-10-14
Wealthcare Advisory Partners LLC
10,060$1.0M0.0%ETFLowWest Chester, PA2026-10-21
BIP Wealth, LLC
10,017$1.0M0.0%ETFMediumAtlanta, GA2026-10-22
Avestar Capital, LLC
10,000$1.0M0.1%GrowthLowNew York, NY2026-10-28
TCI Wealth Advisors, Inc.
9,979$1.0M0.0%ETFLowTucson, AZ2026-10-30
Wespac Advisors, LLC
9,975$1.0M0.5%ETFHighOrinda, CA2026-10-26
Waystone Advisors LLC
9,954$1.0M0.7%ETFLowRedmond, WA2026-10-16
Turn8 Private Wealth Inc.
9,796$986.3K0.7%GARPMediumPointe Claire, Austria2026-11-05
Crestwood Advisors Group, LLC
9,714$978.0K0.0%GrowthLowBoston, MA2026-10-27
West Wealth Group, LLC
9,683$974.9K0.2%ETFMediumIrvine, CA2026-10-14
Capital Planning LLC
9,611$967.6K0.3%ETFLowBellevue, WA2026-10-09
Pacifica Partners Inc.
9,589$962.8K0.3%CoreLowSurrey, South Africa2026-10-09
JSF Financial, LLC
9,454$951.8K0.1%ETFMediumLos Angeles, CA2026-10-22
Professional Financial Advisors, LLC
9,444$950.9K0.2%ETFMediumNorth Platte, NE2026-10-13
Salem Investment Counselors Inc
9,411$947.5K0.0%GrowthVery LowWinston-Salem, NC2026-10-13
Sellwood Investment Partners LLC
9,399$946.3K0.3%ETFLowPortland, OR2026-11-03
L.K. Benson & Company, P.C.
9,305$937.0K0.3%YieldVery LowTimonium, MD2026-10-23
Aaron Wealth Advisors LLC
9,239$930.2K0.0%GrowthMediumChicago, IL2026-10-13
Wagner Wealth Management, Corp
9,132$919.4K0.7%ETFHighConyngham, PA2026-10-20
Salomon & Ludwin, LLC
8,955$901.6K0.1%ETFVery LowRichmond, VA2026-10-29
Keystone Wealth Services, LLC
8,934$899.5K0.2%ETFHighPalm Desert, CA2026-11-03
Avior Wealth Management, LLC
8,925$898.5K0.0%ETFMediumOmaha, NE2026-10-13
Private Client Services, LLC
8,714$877.3K0.2%ETFMediumLouisville, KY2026-10-02
Freedom Day Solutions, LLC
8,604$866.3K0.2%CoreLowHouston, TX2026-10-20
First American Bank
8,582$864.0K0.0%GrowthVery LowDundee, IL2026-10-27
HB Wealth Management, LLC
8,519$857.7K0.0%IndexVery LowAtlanta, GA2026-10-23
Blake Schutter Theil Wealth Advisors, LLC
8,484$854.2K0.6%ETFLowDayton, OH2026-11-02
Fortitude Advisory Group L.L.C.
8,473$853.1K0.3%GrowthMediumGig Harbor, WA2026-10-15
Moisand Fitzgerald Tamayo, LLC
8,469$852.7K0.1%ETFVery LowOrlando, FL2026-10-15
Waycross Investment Management Co
8,248$830.4K0.7%ETFLowBellingham, WA2026-10-14
Encompass Wealth Advisors, LLC
8,226$828.1K0.1%ETFVery LowPortland, OR2026-10-15
Titan Investment Management LLC
8,214$827.0K0.6%GrowthMediumIndianapolis, IN2026-10-22
Grantvest Financial Group LLC
8,212$826.8K0.5%ETFLowMatawan, NJ2026-10-21
Legacy Capital Wealth Partners, LLC
8,212$826.8K0.2%CoreMediumLittle Rock, AR2026-10-21
B.O.S.S. Retirement Advisors, LLC
8,200$825.6K0.2%ETFMediumLehi, UT2026-10-26
Brown Miller Wealth Management, LLC
8,188$824.4K0.2%GrowthLowMclean, VA2026-11-02
GK Wealth Management LLC
8,121$817.6K0.5%GARPVery HighReno, NV2026-10-09
Dean, Jacobson Financial Services, LLC
8,021$807.5K0.4%ETFLowFort Worth, TX2026-10-29
Meredith Wealth Planning
7,995$804.9K0.2%ETFLowMaryville, IL2026-10-14
CPR Investments Inc.
7,929$798.3K0.6%ETFHighRochester, MI2026-10-26
Guardian Wealth Advisors, LLC
7,880$793.4K0.4%ETFVery LowSt Louis Park, MN2026-10-30
Intelligent Financial Strategies
7,840$789.3K0.4%ETFVery LowExcelsior, MN2026-10-16
Magnus Financial Group LLC
7,775$782.8K0.1%ETFLowNew York, NY2026-10-21
Walkner Condon Financial Advisors LLC
7,770$782.2K0.1%ETFLowVerona, WI2026-11-02
Indivisible Partners
7,671$772.3K0.0%GrowthMediumClearwater, FL2026-10-26
Leading Edge Financial Planning LLC
7,604$765.6K0.2%ETFLowKnoxville, TN2026-10-23
Evolution Wealth Management Inc.
7,475$752.6K0.4%ETFMediumFort Myers, FL2026-10-28
Facet Wealth, Inc.
7,369$741.9K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Brickley Wealth Management
7,361$741.1K0.1%ETFVery LowSan Mateo, CA2026-11-04
Armor Investment Advisors, LLC
7,358$740.8K0.2%ETFLowRaleigh, NC2026-10-27
Fell Capital Management
7,245$729.4K0.6%CoreLowNewport Beach, CA2026-10-09
Parkway Wealth Management Group, LLC
7,223$727.2K0.1%ETFHighPlano, TX2026-10-20
Krilogy Financial LLC
7,155$719.2K0.0%GrowthLowSt. Louis, MO2026-10-13
Jeter Robert S II
7,128$716.5K0.5%ETFVery LowBethany Beach, DE2026-10-16
Koshinski Asset Management, Inc.
7,086$713.4K0.0%ETFLowDecatur, IL2026-10-29
Stirlingshire Investments, Inc.
7,047$709.5K0.5%ETFMediumNew York, NY2026-11-05
Herold Advisors, Inc.
6,999$704.7K0.1%CoreLowNew York, NY2026-10-19
Sloy Dahl & Holst, LLC
6,951$699.9K0.1%Agg GrowthVery LowVancouver, WA2026-10-14
NovaPoint Capital, LLC
6,754$680.0K0.1%CoreLowAtlanta, GA2026-10-22
Plancorp, LLC
6,750$679.9K0.0%ETFLowSaint Louis, MO2026-11-03
Stonehaven Wealth & TAX Solutions, LLC
6,746$679.2K0.6%ETFLowAppleton, WI2026-10-22
OpenArc Corporate Advisory, LLC
6,720$676.6K0.0%GrowthLowAtlanta, GA2026-10-21
SilverOak Wealth Management LLC
6,703$674.9K0.1%ETFVery LowEdina, MN2026-10-29
Clarus Group, Inc.
6,692$673.7K0.2%ETFLowHouston, TX2026-10-21
Spinnaker Investment Group, LLC
6,668$671.3K0.1%ETFLowNewport Beach, CA2026-10-13
Elevate Wealth Advisory, Inc
6,574$661.9K0.3%ETFVery LowAthens, GA2026-10-29
Sara-Bay Financial
6,566$661.1K0.2%MomentumLowSarasota, FL2026-10-21
Diversified Enterprises, LLC
6,425$646.9K0.0%ETFVery LowWilmington, DE2026-10-19
Advisortrust Partners, LLC
6,420$646.3K0.2%CoreHighRaleigh, NC2026-11-02
Tandem Investment Partners LLC
6,313$635.6K0.5%ETFLowBordentown, NJ2026-10-16
Horizon Wealth Management, LLC
6,306$634.9K0.1%ETFVery HighLa Grange, IL2026-11-02
Briggs Wealth Management, Inc
6,296$633.9K0.6%ETFLowGlastonbury, CT2026-10-26
Csenge Advisory Group
6,175$621.7K0.0%ETFMediumClearwater, FL2026-11-04
Independent Wealth Advisors LLC
6,165$620.7K0.5%ETFLowCary, NC2026-10-27
Cyr Financial Inc.
6,113$615.5K0.3%ETFLowHennepin, IL2026-10-16
Sincerus Advisory, LLC
6,090$613.1K0.4%ETFVery LowNew York, NY2026-10-09
IFG Advisors, LLC
6,019$606.0K0.1%ETFVery LowSt. Louis, MO2026-10-15
Castleview Partners, LLC
5,971$601.2K0.3%CoreMediumDallas, TX2026-10-09
Avid Wealth Partners LLC
5,958$599.9K0.3%ETFMediumSan Antonio, TX2026-11-03
Arnold Financial Planning LLC
5,911$595.1K0.4%ETFVery LowHiawatha, IA2026-10-20
SeaCrest Wealth Management, LLC
5,909$594.9K0.1%GrowthLowPurchase, NY2026-10-21
Mccarter Private Wealth Services LLC
5,904$594.4K0.2%CoreLowBoston, MA2026-10-22
Altus Wealth Group LLC
5,850$588.9K0.2%ETFLowColorado Springs, CO2026-10-20
Midwest Trust Co
5,824$586.4K0.0%CoreLowOverland Park, KS2026-10-22
Sensible Money, LLC
5,739$577.8K0.1%ETFVery LowScottsdale, AZ2026-10-20
OceanIQ Capital, LLC
5,707$573.7K0.3%GrowthN/APalo Alto, CA2026-10-19
Mills Wealth Advisors LLC
5,654$569.2K0.2%ETFMediumSouthlake, TX2026-10-22
GHP Investment Advisors, Inc.
5,643$568.1K0.0%CoreVery LowDenver, CO2026-10-15
LiftPoint Family Wealth Advisors LLC
5,628$566.6K0.4%ETFMediumFar Hills, NJ2026-11-03
Harbor Investment Advisory, LLC
5,605$564.3K0.0%GrowthLowLutherville, MD2026-10-13
Probity Advisors, Inc.
5,530$556.8K0.1%ETFLowDallas, TX2026-10-23
Fragasso Financial Advisors Inc
5,509$553.7K0.0%ETFLowSewickley, PA2026-10-13
Folger Nolan Fleming Douglas Capital Management, Inc
5,452$548.9K0.0%CoreLowWashington, DC2026-10-13
Alexander Randolph Advisory, Inc.
5,451$548.8K0.4%YieldLowMclean, VA2026-11-04
Gibson Wealth Advisors LLC
5,434$547.1K0.3%ETFVery LowTyler, TX2026-10-20
Choreo, LLC
5,394$543.0K0.0%IndexLowRockford, IL2026-10-28
LVW Advisors, LLC
5,327$536.3K0.0%CoreMediumPittsford, NY2026-10-19
Harold Davidson & Associates Inc.
5,231$526.6K0.2%GrowthLowLos Angeles, CA2026-10-29
Coyle Financial Counsel LLC
5,210$524.5K0.1%ETFVery LowGlenview, IL2026-10-28
Quantify Chaos Advisors, LLC
5,173$520.8K1.2%ETFMediumBrooklyn, NY2026-11-04
Sugar Maple Asset Management, LLC
5,135$517.0K0.3%ETFMediumSister Bay, WI2026-10-13
Berkshire Money Management, Inc.
5,133$516.8K0.0%ETFMediumDalton, MA2026-10-21
Pachira Investments Inc.
5,101$513.6K0.2%ETFLowDana Point, CA2026-10-14
Shayne & Jacobs, LLC
5,100$513.5K0.2%ValueVery LowNashville, TN2026-10-21
Cypress Wealth Services, LLC
5,083$510.7K0.1%ETFLowPalm Desert, CA2026-10-21
Grimes & Co Wealth Management, LLC
5,059$509.3K0.0%CoreLowWestborough, MA2026-10-29
RDA Financial Network
5,053$508.7K0.1%GrowthMediumAkron, IA2026-10-15
Boothe Investment Group, Inc.
5,000$503.4K0.1%YieldLowDover, DE2026-10-22
Eagle Rock Investment Company, LLC
4,992$502.6K0.1%CoreLowAtlanta, GA2026-10-21
Family Office Research LLC
4,966$500.0K0.2%ETFLowBethesda, MD2026-10-14
Clarity Capital Advisors, LLC
4,935$496.8K0.2%ETFVery LowLakewood Ranch, FL2026-10-27
Sapient Capital LLC
4,923$495.6K0.0%GrowthMediumIndianapolis, IN2026-10-08
Apella Capital, LLC
4,902$492.5K0.0%ETFVery LowWest Hartford, CT2026-10-08
Balboa Wealth Partners
4,898$493.1K0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
Lionshead Wealth Management, LLC
4,889$492.2K0.3%ETFLowNew York, NY2026-10-21
Henderson Brothers Financial Partners, LLC
4,747$477.9K0.2%ETFN/APittsburgh, PA2026-11-03
MW Advisory, LLC
4,745$477.7K0.2%CoreN/AAtlanta, GA2026-10-19
Avantax Planning Partners, Inc.
4,628$466.0K0.0%ETFLowDubuque, IA2026-11-03
AlphaCore Capital LLC
4,563$459.4K0.0%ETFLowLa Jolla, CA2026-11-04
R2 Capital Strategies, LLC
4,515$454.6K0.2%ETFN/ALincoln, NE2026-10-15
Mainsail Asset Management, LLC
4,463$448.4K0.2%ETFMediumBirmingham, AL2026-10-14
Stevens Capital Partners
4,381$441.0K0.1%ETFVery LowOmaha, NE2026-10-29
Meitav Investment House LTD
4,229$425.8K0.0%ETFMediumBene-Beraq, Luxembourg2026-10-28
Capital Advisors, Ltd. LLC
4,216$4240.0%ETFLowShaker Heights, OH2026-10-27
Xena Financial Planning, LLC
4,176$420.5K0.4%ETFVery LowPortland, OR2026-10-13
Arkfeld Wealth Strategies, L.L.C.
4,169$418.8K0.1%ValueLowOmaha, NE2026-10-19
RHS Financial, LLC
4,131$416.0K0.1%ETFMediumSan Francisco, CA2026-10-13
Treasure Coast Financial Planning
4,110$413.8K0.2%ETFVery LowVero Beach, FL2026-11-03
BG Investment Services, LLC
4,005$403.2K0.1%GrowthVery LowHagatna, GU2026-10-23
Invenio Wealth Partners LLC
3,997$402.5K0.1%ETFLowCoral Gables, FL2026-10-20
PKS Advisory Services, LLC
3,991$401.7K0.1%ETFMediumAlbany, NY2026-10-26
Bank Julius Baer & Co. Ltd, Zurich
3,985$401.2K0.0%GrowthMediumZurich, Switzerland2026-10-29
Advisor OS, LLC
3,962$398.9K0.0%ETFMediumChicago, IL2026-11-03
Paragon Advisors, LLC
3,950$397.7K0.1%ETFHighCollege Station, TX2026-11-03
Asempa Wealth Advisors
3,947$396.3K0.3%ETFLowBaton Rouge, LA2026-10-07
GC Wealth Management RIA, LLC
3,944$397.1K0.0%GrowthMediumCambridge, MA2026-11-02
Jessup Wealth Management, Inc
3,934$396.1K0.1%GrowthMediumDayton, OH2026-10-20
IFC & Insurance Marketing, Inc.
3,922$387.3K0.3%ETFHighAuburn, CA2026-10-16
Guild Investment Management, Inc.
3,900$392.7K0.3%GARPMediumWestlake Village, CA2026-11-03
Johnson Financial Group, LLC
3,885$391.1K0.0%ETFLowDenver, CO2026-11-03
Weaver Consulting Group
3,880$390.6K0.1%ETFLowHuntington Beach, CA2026-10-07
Elco Management Co., LLC
3,850$387.6K0.2%CoreLowNew York, NY2026-10-14
Transce3nd, LLC
3,841$386.5K0.4%GrowthLowBuda, TX2026-10-26
Arista Wealth Management, LLC
3,794$382.0K0.0%ETFMediumLas Vegas, NV2026-10-29
Kure Advisory, LLC
3,776$380.2K0.2%ETFVery LowPlymouth, MN2026-10-08
Obermeyer Wealth Partners
3,757$378.3K0.0%GrowthLowAspen, CO2026-10-21
Cosner Financial Group, LLC
3,723$374.9K0.2%ETFLowWindsor, CO2026-11-03
Financial Harvest, LLC
3,722$374.8K0.2%ETFVery LowWinter Park, FL2026-10-15
Cardinal Point Capital Management ULC
3,705$373.1K0.0%ValueLowToronto, Australia2026-10-21
WT Wealth Management
3,700$372.5K0.1%ETFMediumScottsdale, AZ2026-10-13
Ridgeline Wealth, LLC
3,676$369.5K0.2%ETFVery LowMesa, AZ2026-10-14
Embree Financial Group
3,596$362.0K0.0%ETFLowChicago, IL2026-10-22
Patriot Financial Group Insurance Agency, LLC
3,587$361.2K0.0%GrowthLowWalpole, MA2026-10-14
Wealth Alliance Advisory Group, LLC
3,580$360.5K0.1%CoreLowWichita, KS2026-10-14
Novem Group
3,560$358.4K0.0%ETFMediumRochester, NY2026-10-19
XXI Wealth, LLC
3,557$358.1K0.1%GrowthLowChicago, IL2026-10-22
Value Investment Professionals, LLC
3,543$356.7K0.3%ETFHighNew York, NY2026-10-13
J. L. Bainbridge & Co., Inc.
3,527$355.1K0.0%GrowthLowSarasota, FL2026-10-20
Cascade Investment Group, Inc.
3,488$351.2K0.2%CoreLowColorado Springs, CO2026-10-13
Tsfg, LLC
3,482$3510.0%ETFLowLake Forest, IL2026-10-23
Iron Financial LLC
3,455$347.9K0.1%ETFLowNorthbrook, IL2026-10-23
Mission Wealth Management, LP
3,429$345.3K0.0%ETFLowSanta Barbara, CA2026-10-15
Ledgewood Wealth Advisors, LLC
3,420$344.3K0.2%ETFLowExeter, NH2026-10-09
Soltis Investment Advisors LLC
3,389$341.2K0.0%CoreMediumSt. George, UT2026-10-28
Retireful, LLC
3,367$339.0K0.3%GrowthVery HighHaslett, MI2026-10-09
Polaris Financial Partners
3,320$3340.1%GrowthN/AWesterville, OH2026-10-02
Peck Wealth Management, LLC
3,297$331.9K0.3%ETFLowWhite Plains, NY2026-10-29
Eastern Bank
3,282$330.4K0.0%GrowthMediumBoston, MA2026-10-05
Northbridge Financial Group, LLC
3,275$329.0K0.1%GrowthLowTampa, FL2026-11-05
Insight Wealth Strategies, LLC
3,246$326.8K0.0%ETFHighSan Ramon, CA2026-10-09
15 Wealth Advisors LLC
3,243$326.5K0.1%ETFN/AMundelein, IL2026-10-14
Thoma Capital Management LLC
3,226$324.8K0.2%ETFLowTowson, MD2026-10-19
Retirement Investment Advisors, Inc.
3,210$323.2K0.0%ETFVery LowOklahoma City, OK2026-10-22
Seven Mile Advisory
3,168$319.0K0.2%GrowthLowTallahassee, FL2026-10-22
E6 Portfolios, LLC
3,163$318.4K0.2%ETFLowMidvale, UT2026-10-26
Leo Wealth, LLC
3,139$316.0K0.1%CoreLowHurst, TX2026-10-26
Impact Capital Partners LLC
3,130$315.1K0.1%GrowthLowGreenwood Village, CO2026-10-22
Activest Wealth Management
3,100$312.1K0.1%ETFLowAventura, FL2026-10-15
Chartist Inc
3,092$311.3K0.2%CoreVery LowSeal Beach, CA2026-11-04
Manchester Capital Management LLC
3,085$310.6K0.0%CoreLowManchester, VT2026-10-22
Elevation Wealth Partners, LLC
3,032$305.3K0.1%ETFLowWalnut Creek, CA2026-10-07
Sweeney & Michel, LLC
3,026$304.7K0.1%ETFVery LowChico, CA2026-10-16
Galvin, Gaustad & Stein, LLC
3,012$303.3K0.0%CoreMediumScottsdale, AZ2026-10-08
Grandview Asset Management LLC
3,009$302.9K0.1%Agg GrowthLowHarrisburg, PA2026-10-19
Cooper S Advisors, LLC
3,001$302.2K0.1%ETFLowVictor, NY2026-11-03
Farmers & Merchants Trust Co of Chambersburg PA
3,000$3020.0%GARPLowChambersburg, PA2026-10-14
SRH Advisors, LLC
3,000$302.0K0.1%ETFVery LowSalina, KS2026-10-22
Venture Visionary Partners LLC
2,992$301.3K0.0%CoreLowSylvania, OH2026-10-07
Delta Wealth Advisors LLC
2,971$299.1K0.2%ETFMediumIndianapolis, IN2026-10-09
Bdfs Capital LLC
2,956$297.7K0.1%ETFLowRehoboth Beach, DE2026-10-14
Family Investment Center, Inc.
2,952$297.2K0.0%ETFMediumSaint Joseph, MO2026-10-19
Bauman Advisory Group, LLC
2,945$296.5K0.1%ETFMediumLas Vegas, NV2026-10-29
RFG - Bristol Wealth Advisors, LLC
2,939$295.9K0.1%ETFLowTaunton, MA2026-10-09
Optivise Advisory Services LLC
2,893$291.3K0.1%ETFMediumFranklin, TN2026-10-19
Eddie Patel Inc
2,874$289.4K0.2%GARPVery HighChicago, IL2026-11-02
Summit Financial Wealth Advisors, LLC
2,874$289.4K0.0%ETFLowLafayette, LA2026-10-15
Blue Square Asset Management, LLC
2,819$283.8K0.1%MomentumMediumNew York, NY2026-11-02
Lantern Wealth Advisors, LLC
2,801$282.0K0.1%GrowthLowMelville, NY2026-10-22
Hudson Capital Management LLC
2,788$280.7K0.1%ValueLowRamsey, NJ2026-10-20
Gryphon Financial Partners LLC
2,779$279.8K0.0%IndexLowColumbus, OH2026-11-04
Abound Wealth Management
2,779$279.8K0.1%ETFVery LowFranklin, TN2026-10-26
Matauro, LLC
2,772$279.1K0.0%ETFLowNew York, NY2026-11-03
First Financial Group Corp
2,736$275.5K0.2%ETFLowRaleigh, NC2026-10-22
Unique Wealth, LLC
2,717$273.5K0.0%ETFMediumTampa, FL2026-10-16
Midwest Heritage Bank, FSB
2,715$273.3K0.1%ETFVery LowWest Des Moines, IA2026-10-26
Keeler Thomas Management LLC
2,696$271.4K0.1%CoreHighOrem, UT2026-10-29
Capitol Family Office, Inc.
2,600$261.8K0.3%ETFLowBeaverton, OR2026-10-13
Truefg, LLC
2,514$253.1K0.1%ETFVery LowCedar Park, TX2026-10-15
NorthCrest Asset Manangement, LLC
2,500$251.2K0.0%GrowthLowPlymouth, MN2026-10-13
Mission Financial Group, LLC
2,490$250.7K0.2%ETFN/AHonolulu, HI2026-10-21
Highline Wealth Partners LLC
2,447$246.4K0.0%ETFMediumSherman Oaks, CA2026-10-19
Nova Financial LLC
2,446$246.3K0.1%N/AN/ATucson, AZ2026-11-04
Bannerman Wealth Management Group, LLC
2,426$244.2K0.1%ETFVery LowLewisville, TX2026-10-09
CWS Financial Advisors, LLC
2,394$241.0K0.1%ETFVery LowKalamazoo, MI2026-10-16
Northland Capital Management LLC
2,390$240.6K0.1%ETFMediumVirginia, MN2026-10-15
LMG Wealth Partners, LLC
2,372$238.8K0.0%ValueVery LowShreveport, LA2026-11-05
Argyle Capital Partners, LLC
2,344$236.0K0.1%CoreLowLos Angeles, CA2026-10-23
Absolute Capital Management, LLC
2,329$234.5K0.1%ETFMediumPittsburgh, PA2026-10-16
Ferguson Wellman Capital Management, Inc
2,309$232.5K0.0%CoreLowPortland, OR2026-10-05
Harpswell Capital Advisors, LLC
2,292$230.8K0.2%ETFMediumYarmouth, ME2026-10-09
Wormser Freres Gestion
2,290$230.6K0.1%GrowthMediumParis, India2026-10-21
True Wealth Design, LLC
2,276$229.1K0.1%ETFMediumAkron, OH2026-10-13
Capital Square, LLC
2,263$227.9K0.1%YieldMediumAthens, TN2026-10-19
BFI Wealth Solutions, LLC
2,159$217.4K0.1%ETFLowDallas, TX2026-10-16
Dynamic Wealth Strategies, LLC
2,131$214.5K0.1%ETFLowGranite Bay, CA2026-10-16
Davis Investment Partners, LLC
2,119$213.3K0.1%ETFLowCharlotte, NC2026-11-05
Financial Architects, LLC
2,085$209.9K0.1%ETFLowWoodstock, GA2026-10-13
Capital Investment Counsel, Inc
2,083$209.7K0.0%GrowthVery LowRaleigh, NC2026-10-20
Abacus Planning Group, Inc.
2,064$207.8K0.0%ETFLowColumbia, SC2026-11-02
Seamount Financial Group Inc
2,051$206.5K0.1%ETFLowColorado Springs, CO2026-10-21
Coquina Private Wealth LLC
2,049$206.3K0.1%ETFVery LowPort Charlotte, FL2026-10-27
Cohalo Advisory LLC
2,033$204.8K11.2%ETFMediumSnoqualmie, WA2026-10-28
Consilium Wealth Advisory, LLC
2,013$202.7K0.1%GrowthLowFrisco, TX2026-10-14
North Capital, Inc.
2,000$201.0K0.1%ETFLowSalt Lake City, UT2026-10-16
StrongBox Wealth, LLC
2,000$201.4K0.1%GrowthLowLee'S Summit, MO2026-11-02
Wealth Architects, LLC
1,995$200.9K0.0%ETFVery LowMountain View, CA2026-11-03
Capital Management Associates, Inc
1,988$200.2K0.0%ETFLowMinneapolis, MN2026-10-20
United Community Bank
1,934$194.7K0.1%CoreLowGreenville, SC2026-10-28
Gables Capital Management Inc.
1,920$193.3K0.1%GrowthVery LowMiami, FL2026-11-04
Provenance Wealth Advisors, LLC
1,895$190.8K0.0%ETFLowFort Lauderdale, FL2026-10-30
Latitude Advisors, LLC
1,612$162.3K0.1%ETFLowYorkville, IL2026-10-27
General Partner, Inc.
1,600$161.1K0.1%CoreLowPittsburgh, PA2026-10-05
Ares Financial Consulting, LLC
1,375$138.4K0.1%CoreLowCalabasas, CA2026-10-19
GoalVest Advisory LLC
1,361$137.0K0.0%ETFMediumNew York, NY2026-10-02
Blueline Advisors LLC
1,349$135.8K0.1%ETFLowExeter, NH2026-10-15
Mather Group, Llc.
1,247$125.5K0.0%ETFMediumChicago, IL2026-10-14
Deane Retirement Strategies, Inc.
1,217$122.5K0.1%CoreVery HighNew Orleans, LA2026-10-09
Wolff Wiese Magana LLC
1,200$120.8K0.1%GrowthLowCarslbad, CA2026-10-15
S.A. Mason LLC
1,194$120.2K0.0%GrowthVery LowHolland, MI2026-10-13
Downshift Financial, LLC
1,182$119.1K0.1%ETFLowBoulder, CO2026-10-13
Compass Financial Management LLC
1,097$110.4K0.0%CoreN/ATampa, FL2026-10-30
Elyxium Wealth, LLC
1,057$106.4K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Asset Dedication, LLC
1,050$105.7K0.0%ETFLowSan Francisco, CA2026-11-03
Financial Perspectives, Inc
1,038$104.5K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Pinnacle Bancorp, Inc.
1,026$103.3K0.0%CoreVery LowBeatrice, NE2026-10-21
Catherine Avery Investment Management LLC
995$100.2K0.1%CoreMediumLongboat Key, FL2026-10-14
Kings Path Partners LLC
836$84.2K0.0%ETFVery LowSugar Land, TX2026-10-21
Elevated Capital Advisors, LLC
814$82.0K0.0%ETFMediumSandy, UT2026-11-04
Financial Management Professionals, Inc.
751$75.6K0.0%ETFMediumAustin, TX2026-10-23
Mosley Wealth Management
645$64.8K0.0%ETFHighAnaheim, CA2026-10-16
Mowery & Schoenfeld Wealth Management, LLC
645$64.9K0.1%GrowthMediumLincolnshire, IL2026-10-28
Raleigh Capital Management Inc.
585$58.9K0.0%CoreMediumCary, NC2026-10-28
Rosenberg Matthew Hamilton
569$57.3K0.0%ETFVery LowGrand Junction, CO2026-10-05
Birch Financial Group, LLC
565$56.9K0.0%CoreLowKeene, NH2026-10-27
Barrett & Company, Inc.
517$52.1K0.0%ETFLowProvidence, RI2026-10-22
IMG Wealth Management, Inc.
512$51.6K0.0%ETFMediumJacksonville, FL2026-10-27
New England Capital Financial Advisors LLC
502$50.5K0.0%ETFLowMeriden, CT2026-11-03
Arlington Trust Co LLC
477$48.0K0.0%ETFMediumBirmingham, AL2026-10-20
Contravisory Investment Management, Inc.
470$47.3K0.0%MomentumHighNorwell, MA2026-10-13
Maryland Capital Advisors Inc.
425$42.8K0.0%ETFVery LowChester, MD2026-10-15
United Financial Planning Group LLC
422$42.5K0.0%ETFHighHauppauge, NY2026-11-04
Richardson Capital Management LLC
395$39.8K0.0%ETFLowMenomonee Falls, WI2026-10-23
Rossby Financial, LCC
380$38.3K0.0%ETFMediumMelbourne, FL2026-11-05
Physician Wealth Advisors, Inc.
375$37.8K0.0%ETFMediumMidvale, UT2026-10-20
Quest 10 Wealth Builders, Inc.
364$36.6K0.0%ETFLowFuquay-Varina, VA2026-11-02
Wealth Enhancement Trust Services, Inc.
350$35.2K0.0%GrowthMediumSioux Falls, SD2026-10-07
Townsend Asset Management Corp
345$34.7K0.0%CoreLowRaleigh, NC2026-10-29
Quaker Wealth Management, LLC
327$32.9K0.0%ETFMediumMoorestown, NJ2026-10-22
Signature Equity Partners, LLC
324$32.6K0.0%GrowthMediumColumbus, OH2026-10-29
Strengthening Families & Communities, LLC
316$31.8K0.0%CoreMediumBoston, MA2026-10-21
William Mack & Associates, Inc.
312$31.4K0.0%ETFLowTroy, MI2026-10-27
Bell Investment Advisors, Inc
308$31.0K0.0%ETFVery LowOrinda, CA2026-10-29
Pinnacle Wealth Planning Services, Inc.
304$30.6K0.0%GARPLowMansfield, OH2026-10-27
Grove Bank & Trust
300$30.2K0.0%ETFLowMiami, FL2026-10-08
Signaturefd, LLC
300$30.2K0.0%IndexLowAtlanta, GA2026-10-23
Entrust Financial LLC
270$27.2K0.0%ETFLowWayne, PA2026-11-04
Financial Consulate, Inc
250$25.2K0.0%ETFLowHunt Valley, MD2026-10-23
Gamma Investing LLC
243$24.5K0.0%IndexVery LowFoster City, CA2026-10-08
MB, Levis & Associates, LLC
220$22.1K0.0%ETFVery LowCenter Valley, PA2026-10-16
Cassaday & Co Wealth Management LLC
215$21.6K0.0%ETFVery LowMclean, VA2026-10-27
Ameliora Wealth Management Ltd.
200$20.1K0.0%ETFLowZurich, Switzerland2026-10-23
Birchwood Financial Partners, Inc.
178$17.9K0.0%ETFVery LowBloomington, MN2026-11-02
Ashurst Perkins Coie Trust Co
170$17.1K0.0%CoreVery LowSeattle, WA2026-10-15
Key Capital Management, Inc
165$16.6K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Tounjian Advisory Partners, LLC
160$16.1K0.0%GrowthHighFort Myers, FL2026-11-04
Albion Financial Group
150$15.1K0.0%GrowthLowSalt Lake City, UT2026-10-21
Nfsg Corp
150$15.1K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Wilkerson Advisory Group LLC
139$13.9K0.0%ETFMediumColumbia, MO2026-10-20
Montgomery Financial Services LLC
139$14.0K0.0%ETFN/AOcean City, MD2026-11-03
Guardian Partners Inc.
134$13.5K0.0%ValueMediumToronto, South Africa2026-10-21
Lodestone Wealth Management LLC
102$10.3K0.0%CoreLowSpokane, WA2026-10-14
NBT Bank, N.A.
102$10.3K0.0%CoreLowNorwich, NY2026-10-21
Adkins Seale Capital Management LLC
100$10.1K0.0%CoreVery LowShreveport, LA2026-10-27
High Note Wealth, LLC
99$10.0K0.0%ETFVery LowDeephaven, MN2026-10-27
Kingdom Financial Group Llc.
97$9.7K0.0%ETFMediumPeoria, AZ2026-11-04
Silver Grove Financial Group, Inc.
91$9.2K0.0%CoreMediumOrchard Park, NY2026-11-05
Trust Co
78$7.9K0.0%ETFVery LowManhattan, KS2026-10-09
Covestor Ltd
69$70.0%ValueHighLondon, United Kingdom2026-10-30
Eukles Asset Management
66$6.6K0.0%CoreLowCincinnati, OH2026-11-04
Gold Investment Management Ltd.
59$5.9K0.0%GARPVery LowEdmonton, Abu Dhabi2026-10-19
Mogy Joel R Investment Counsel Inc
58$5.8K0.0%GrowthVery LowBeverly Hills, CA2026-10-13
Paladin Partners, LLC
56$5.6K0.0%ETFVery LowHartland, WI2026-10-06
MidAtlantic Capital Management, Inc.
50$5.0K0.0%ETFVery LowRichmond, VA2026-11-05
Princeton Global Asset Management LLC
43$4.3K0.0%GrowthLowPrinceton, NJ2026-10-21
Fairway Wealth LLC
43$4.3K0.0%ETFLowIndependence, OH2026-10-30
Lloyd Advisory Services, Llc.
39$3.9K0.0%ETFVery HighSuwanee, GA2026-11-02
Financial Network Wealth Advisors LLC
28$2.8K0.0%ETFLowMurray, UT2026-10-28
MassMutual Private Wealth & Trust, FSB
9$9060.0%CoreLowSpringfield, MA2026-10-05
JFS Wealth Advisors, LLC
7$7120.0%ETFVery LowHermitage, PA2026-11-03