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JPMorgan Equity Premium Inco (JEPI)

CUSIP: 46641Q332 | NYSE | 2315 institutional holders

Quarters

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

Commonwealth Equity Services, LLC3,517,983
0.3% of portfolio›$197.8M
Cambridge Investment Research Advisors, Inc.2,099,658
0.0% of portfolio›$118.0K
Kestra Advisory Services, LLC2,048,222
0.3% of portfolio›$115.2M
Hamilton Capital, LLC1,498,024
4.7% of portfolio›$84.2M
Traynor Capital Management, Inc.1,071,302
2.8% of portfolio›$60.2M
Apollon Wealth Management, LLC1,029,601
0.7% of portfolio›$57.9M
Kathmere Capital Management, LLC970,665
2.6% of portfolio›$54.6M
Truist Financial Corp908,600
0.1% of portfolio›$51.1M
Nottingham Advisors, Inc.830,011
5.7% of portfolio›$46.5M
First Financial Bank - Trust Division754,758
3.1% of portfolio›$42.4M
Oakworth Capital, Inc.742,932
2.0% of portfolio›$41.8M
Pinnacle Associates LTD731,398
0.5% of portfolio›$41.1M
Kestra Private Wealth Services, LLC666,640
0.4% of portfolio›$37.5M
New York Life Investment Management LLC661,625
0.3% of portfolio›$37.2M
Horizon Advisory Services, Inc.655,793
13.9% of portfolio›$36.9M
Wealth Enhancement Advisory Services, LLC654,235
0.1% of portfolio›$37.1M
Foguth Wealth Management, Llc.632,098
3.7% of portfolio›$36.1M
Bernardo Wealth Planning LLC617,808
2.9% of portfolio›$34.7M
HUB Investment Partners, LLC614,823
0.6% of portfolio›$34.6M
Citigroup Inc607,865
0.0% of portfolio›$34.2M
Bokf, NA597,070
0.5% of portfolio›$33.6M
Brookstone Capital Management592,354
0.3% of portfolio›$33.3M
Sterling Investment Counsel, LLC582,131
7.5% of portfolio›$32.7M
Davenport & Co LLC535,255
0.2% of portfolio›$30.1M
Lido Advisors, LLC530,459
0.1% of portfolio›$29.8M
Curran Financial Partners, LLC517,187
4.7% of portfolio›$29.1M
Prime Capital Investment Advisors, LLC509,959
0.3% of portfolio›$28.7M
Wagner Wealth Management, LLC503,656
4.9% of portfolio›$28.3M
Capital Investment Advisors, LLC493,015
0.4% of portfolio›$27.7M
Rational Advisors, Inc.492,400
2.6% of portfolio›$27.7M
Orrstown Financial Services Inc470,051
4.0% of portfolio›$26.4M
Pinnacle Wealth Management Advisory Group, LLC436,686
1.4% of portfolio›$24.6M
Midwest Trust Co436,282
0.3% of portfolio›$24.5M
Avantax Planning Partners, Inc.417,659
0.6% of portfolio›$23.5M
TigerOak Management, L.L.C.388,148
5.7% of portfolio›$21.8M
Parallel Advisors, LLC387,123
0.3% of portfolio›$21.8M
Oppenheimer & Co Inc384,033
0.2% of portfolio›$21.6M
Capital Investment Advisory Services, LLC379,765
1.3% of portfolio›$21.4M
Prospera Financial Services Inc375,828
0.3% of portfolio›$21.6M
Cornerstone Enterprises, LLC366,180
12.0% of portfolio›$20.6M
Beacon Financial Advisory LLC356,045
3.8% of portfolio›$20.0M
Rezny Wealth Management, Inc.353,739
3.4% of portfolio›$19.9M
Arrow Financial Corp346,877
1.8% of portfolio›$19.5M
Columbus Macro, LLC335,079
1.8% of portfolio›$18.8M
Tenzing Financial LLC333,207
12.9% of portfolio›$19.0M
Rakuten Investment Management, Inc.325,834
0.0% of portfolio›$18.4M
Steele Capital Management, Inc.307,650
0.6% of portfolio›$17.3M
Cooper Financial Group305,779
1.4% of portfolio›$17.2M
Farther Finance Advisors, LLC302,533
0.1% of portfolio›$17.0M
Americana Partners, LLC295,357
0.4% of portfolio›$16.6M
Concurrent Investment Advisors, LLC291,577
0.1% of portfolio›$16.4M
Chicago Partners Investment Group LLC290,617
0.3% of portfolio›$16.5M
D.A. Davidson & Co.289,205
0.1% of portfolio›$16.3M
Financial Futures Ltd Liability Co.283,765
5.9% of portfolio›$16.0M
Wealthcare Advisory Partners LLC273,771
0.3% of portfolio›$15.4M
Apella Capital, LLC269,510
0.2% of portfolio›$15.2M
Creative Planning266,978
0.0% of portfolio›$15.0M
Appleton Partners Inc265,571
0.0% of portfolio›$14.9K
SBI Securities Co., Ltd.263,565
0.3% of portfolio›$14.8M
Fagan Associates, Inc.261,279
1.7% of portfolio›$14.7M
Prentice Wealth Management LLC258,768
3.0% of portfolio›$14.5M
Kingswood Wealth Advisors, LLC258,660
0.6% of portfolio›$14.5M
Magnus Financial Group LLC258,351
1.0% of portfolio›$14.5M
Indivisible Partners255,524
0.7% of portfolio›$14.4M
Floyd Financial Group LLC249,353
8.9% of portfolio›$14.2M
Signature Wealth Management Partners, LLC249,162
6.0% of portfolio›$14.0M
Patten & Patten Inc247,803
0.7% of portfolio›$13.9M
AdvisorNet Financial, Inc240,504
0.6% of portfolio›$13.7M
Fifth Third Securities, Inc.234,652
0.7% of portfolio›$13.2M
Decker Retirement Planning Inc.229,723
4.3% of portfolio›$12.9M
Wedbush Securities Inc227,730
0.0% of portfolio›$12.8K
Global Wealth Management Investment Advisory, Inc.224,966
1.7% of portfolio›$12.6M
IVC Wealth Advisors LLC224,548
5.1% of portfolio›$12.6M
St. Clair Advisors, LLC219,956
3.1% of portfolio›$12.4M
Power Wealth Management LLC215,532
4.1% of portfolio›$12.1M
Financial Guidance Group, Inc.214,667
4.3% of portfolio›$12.1M
Dynamic Advisor Solutions LLC209,158
0.3% of portfolio›$11.8M
TD Waterhouse Canada Inc.203,108
0.0% of portfolio›$11.4M
Mechanics Bank Trust Department199,068
1.4% of portfolio›$11.2M
ADG Wealth Management Group, LLC196,772
6.9% of portfolio›$11.1M
Rooted Wealth Advisors, Inc.195,739
2.7% of portfolio›$11.1M
First Hawaiian Bank192,819
1.3% of portfolio›$10.8M
Cassia Capital Partners, LLC192,531
5.2% of portfolio›$10.8M
MBA Advisors LLC192,407
3.5% of portfolio›$10.8M
Ashurst Perkins Coie Trust Co190,470
1.7% of portfolio›$10.7M
MGO One Seven LLC188,166
0.2% of portfolio›$10.6M
Edgemoor Investment Advisors, Inc.186,164
0.7% of portfolio›$10.5M
Fermata Advisors, LLC185,394
2.0% of portfolio›$10.4M
Global Assets Advisory, LLC183,969
2.3% of portfolio›$10.4M
Montis Financial, LLC183,242
2.1% of portfolio›$10.3M
Cambridge Advisors Inc.182,373
1.8% of portfolio›$10.3M
Integrity Wealth Partners, LLC179,860
7.8% of portfolio›$10.1M
Hunter Associates Investment Management LLC178,116
0.0% of portfolio›$10.0K
Courier Capital LLC176,960
0.5% of portfolio›$9.9M
Allen Capital Group, LLC176,444
0.8% of portfolio›$9.9M
Eastern Bank171,764
0.1% of portfolio›$9.7M
Koshinski Asset Management, Inc.171,303
0.5% of portfolio›$9.6M
Integrity Alliance, Llc.170,707
0.3% of portfolio›$9.6M
Smart Wealth LLC169,991
1.9% of portfolio›$9.6M
Soltis Investment Advisors LLC169,947
0.4% of portfolio›$9.6M
Scott Capital Advisors, LLC168,595
1.4% of portfolio›$9.5M
DeDora Capital, Inc.165,861
2.1% of portfolio›$9.3M
Independent Financial Group, LLC165,782
0.2% of portfolio›$9.3M
Curtis Advisory Group, LLC165,745
1.7% of portfolio›$9.3M
Oasis Advisors, LLC162,867
3.8% of portfolio›$9.2M
Assetmark, Inc159,129
0.0% of portfolio›$8.9M
Patriot Financial Group Insurance Agency, LLC159,083
0.9% of portfolio›$8.9M
Choreo, LLC157,775
0.1% of portfolio›$8.9M
Fairway Wealth LLC157,217
1.9% of portfolio›$8.8M
Sulzberger Capital Advisors, Inc.155,302
8.7% of portfolio›$8.7M
Sterling Investment Advisors, Ltd.152,628
1.4% of portfolio›$8.6M
MCF Advisors LLC152,389
0.3% of portfolio›$8.6M
Sigma Planning Corp149,812
0.2% of portfolio›$8.4M
Wincap Financial LLC147,441
4.5% of portfolio›$8.3M
High Net Worth Advisory Group LLC147,195
1.7% of portfolio›$8.3M
Krilogy Financial LLC143,433
0.2% of portfolio›$8.2M
International Assets Investment Management, LLC141,282
0.5% of portfolio›$7.9M
Fiduciary Family Office, LLC140,552
1.8% of portfolio›$7.9M
KFG Wealth Management, LLC137,191
0.8% of portfolio›$7.7M
NWF Advisory Services Inc.133,510
0.7% of portfolio›$7.5M
Capital Advisors Wealth Management, LLC131,738
0.8% of portfolio›$7.4M
EverSource Wealth Advisors, LLC130,585
0.2% of portfolio›$7.3M
Beam Wealth Advisors, Inc.129,871
1.6% of portfolio›$7.3M
StrongBox Wealth, LLC128,885
1.9% of portfolio›$7.2M
Axxcess Wealth Management, LLC126,783
0.3% of portfolio›$7.1M
New England Private Wealth Advisors LLC125,574
0.7% of portfolio›$7.1M
B.A. Schrock Wealth Management, Inc.123,828
2.5% of portfolio›$6.9M
Leelyn Smith, LLC122,908
0.8% of portfolio›$6.9M
TD Private Client Wealth LLC121,154
0.1% of portfolio›$6.8M
Mayfair Advisory Group, LLC120,396
2.0% of portfolio›$6.8M
Aureum Wealth Management, LLC119,393
4.1% of portfolio›$6.7M
Investment Partners Asset Management, Inc.117,538
3.6% of portfolio›$6.6M
Three Magnolias Financial Advisors, LLC116,984
3.9% of portfolio›$6.6M
Penney Financial, LLC115,965
1.9% of portfolio›$6.5M
Nova Financial LLC115,943
2.7% of portfolio›$6.5M
J. Team Financial, Inc.115,754
5.7% of portfolio›$6.5M
Lebenthal Global Advisors, LLC115,537
0.9% of portfolio›$6.5M
KMG Fiduciary Partners, LLC114,739
0.6% of portfolio›$6.5M
HBW Advisory Services LLC114,351
0.6% of portfolio›$6.4M
Avior Wealth Management, LLC113,425
0.2% of portfolio›$6.4M
Wealth Enhancement Trust Services, Inc.113,139
0.7% of portfolio›$6.4M
Community Financial Services Group, LLC112,973
1.0% of portfolio›$6.3M
Merkkuri Wealth Advisors LLC111,932
3.9% of portfolio›$6.3M
Selective Wealth Management, Inc.111,863
1.5% of portfolio›$6.4M
Mission Wealth Management, LP111,252
0.1% of portfolio›$6.3M
Vise Technologies, Inc.110,708
0.1% of portfolio›$6.2M
Blue Water Asset Management110,009
2.0% of portfolio›$6.2M
Lake Street Private Wealth, LLC108,824
0.7% of portfolio›$6.1M
SeaCrest Wealth Management, LLC108,713
0.7% of portfolio›$6.1M
Vivid Wealth Management, LLC108,112
2.2% of portfolio›$6.1M
B. Riley Wealth Advisors, Inc.107,896
0.2% of portfolio›$6.1M
Asset Allocation Strategies LLC107,770
0.9% of portfolio›$6.1M
S&A Financial Services, Inc.107,414
3.7% of portfolio›$6.0M
Milestone Asset Management, LLC107,269
1.0% of portfolio›$6.0M
Eagle Bluffs Wealth Management LLC106,447
2.1% of portfolio›$6.0M
Spire Wealth Management104,054
0.2% of portfolio›$5.8M
Vavra Capital Management, LLC104,041
5.1% of portfolio›$5.8M
Focused Wealth Management, Inc104,026
0.5% of portfolio›$5.8M
Saxony Capital Management, LLC103,725
2.5% of portfolio›$5.8M
Intrua Financial, LLC103,535
0.5% of portfolio›$5.8M
Bauman Advisory Group, LLC103,461
2.9% of portfolio›$5.8M
Aprio Wealth Management, LLC102,843
0.3% of portfolio›$5.8M
Perigon Wealth Management, LLC101,235
0.1% of portfolio›$5.7M
Base Wealth Management LLC98,846
2.5% of portfolio›$5.6M
Claro Advisors Inc.98,793
0.5% of portfolio›$5.6M
Joseph P. Lucia & Associates, LLC98,637
1.6% of portfolio›$5.5M
Cullen T Bankers, Inc.97,976
0.1% of portfolio›$5.5M
Centurion Wealth Management LLC97,802
1.3% of portfolio›$5.5M
Thrive Capital Management, LLC97,719
1.0% of portfolio›$5.5M
Sowell Financial Services LLC97,377
0.2% of portfolio›$5.5M
Snider Financial Group97,334
1.3% of portfolio›$5.5M
Diversify Wealth Management, LLC95,906
0.1% of portfolio›$5.5M
Diversify Advisory Services, LLC95,906
0.1% of portfolio›$5.5M
Stonebridge Financial Group, LLC95,011
0.4% of portfolio›$5.3M
Clark Wealth Partners94,336
2.8% of portfolio›$5.3M
Kingstone Capital Partners Texas, LLC91,704
2.6% of portfolio›$5.2M
Ulland Investment Advisors, LLC91,673
0.0% of portfolio›$5.2K
Retirement Guys Formula LLC90,036
1.9% of portfolio›$5.1M
Childress Capital Advisors, LLC89,957
0.8% of portfolio›$5.1M
Integrated Financial Solutions, Inc.89,295
2.6% of portfolio›$5.0M
Flagstar Securities, Inc89,080
1.5% of portfolio›$5.0M
RDA Financial Network89,036
1.1% of portfolio›$5.0M
Visionary Wealth Advisors85,634
0.2% of portfolio›$4.8M
4Wealth Advisors, Inc.85,556
3.3% of portfolio›$4.8M
SkyOak Wealth, LLC85,326
0.8% of portfolio›$4.8M
Forvis Mazars Wealth Advisors, LLC85,204
0.1% of portfolio›$4.8M
Henderson Brothers Financial Partners, LLC84,916
1.7% of portfolio›$4.8M
Silverlake Wealth Management LLC84,856
0.9% of portfolio›$4.8M
Park Avenue Securities LLC83,068
0.0% of portfolio›$4.7K
Windsor Capital Management, LLC81,345
1.2% of portfolio›$4.6M
Weinberger Asset Management, Inc80,422
1.4% of portfolio›$4.5M
Kennedy Investment Group, Inc.80,292
1.5% of portfolio›$4.5M
IFP Advisors, Inc80,266
0.1% of portfolio›$4.5M
JSF Financial, LLC79,565
0.7% of portfolio›$4.5M
Solutions 4 Wealth, Ltd79,291
5.4% of portfolio›$4.5M
Daymark Wealth Partners, LLC79,190
0.1% of portfolio›$4.5M
TrustBank78,710
1.4% of portfolio›$4.4M
LongView Wealth Management78,654
1.1% of portfolio›$4.4M
Onyx Bridge Wealth Group LLC78,501
0.4% of portfolio›$4.4M
Capstone Wealth Management Group, Inc.77,503
2.6% of portfolio›$4.4M
Semus Wealth Partners LLC76,872
2.0% of portfolio›$4.3M
M.E. Allison & Co., Inc.76,517
2.4% of portfolio›$4.3M
Armstrong Advisory Group, Inc76,338
0.3% of portfolio›$4.3M
21 West Wealth Management LLC75,732
3.7% of portfolio›$4.3M
Marino, Stram & Associates LLC75,061
0.7% of portfolio›$4.2M
AlphaStar Capital Management, LLC74,784
0.3% of portfolio›$4.2M
RFG Advisory, LLC74,146
0.1% of portfolio›$4.2M
SAX Wealth Advisors, LLC72,959
0.1% of portfolio›$4.1M
Princeton Global Asset Management LLC72,528
0.6% of portfolio›$4.1M
Signal Advisors Wealth, LLC72,160
0.2% of portfolio›$4.1M
Nfsg Corp71,230
0.5% of portfolio›$4.0M
Ignite Planners, LLC69,983
0.5% of portfolio›$3.9M
AlphaCore Capital LLC68,472
0.1% of portfolio›$3.8M
Grantvest Financial Group LLC67,755
2.2% of portfolio›$3.8M
Register Financial Advisors LLC66,868
1.2% of portfolio›$3.8M
Private Client Services, LLC65,708
1.0% of portfolio›$3.7M
Redmond Asset Management, LLC65,350
1.1% of portfolio›$3.7M
Taylor Securities Services, Inc.64,835
1.5% of portfolio›$3.6M
J2 Capital Management Inc64,511
2.3% of portfolio›$3.6M
Herold Advisors, Inc.64,424
0.7% of portfolio›$3.6M
Summit Wealth Group LLC / Co64,316
0.2% of portfolio›$3.6M
BG Investment Services, LLC63,593
0.5% of portfolio›$3.6M
Elevation Point Wealth Partners, LLC63,346
0.1% of portfolio›$3.6M
Interchange Capital Partners, LLC62,365
0.6% of portfolio›$3.5M
Clarity Wealth Advisors, LLC62,340
0.6% of portfolio›$3.5M
Chapin Davis, Inc.62,050
0.7% of portfolio›$3.5M
Fortress Financial Solutions, LLC62,048
3.0% of portfolio›$3.5M
Foresight Capital Management Advisors, Inc.61,607
1.7% of portfolio›$3.5M
Evermay Wealth Management LLC61,454
0.3% of portfolio›$3.5M
Financial Management Network Inc61,202
0.5% of portfolio›$3.4M
Focus Financial Network, Inc.61,115
0.1% of portfolio›$3.4M
Centennial Advisors, LLC61,106
4.1% of portfolio›$3.4M
Parsons Capital Management Inc60,009
0.1% of portfolio›$3.4M
Atria Investments, Inc59,747
0.0% of portfolio›$3.4M
Innovative Wealth Building LLC59,378
1.8% of portfolio›$3.3M
Tempus Wealth Planning, LLC58,458
0.6% of portfolio›$3.3M
M Holdings Securities, Inc.58,221
0.0% of portfolio›$3.3K
LJI Wealth Management, LLC57,697
0.5% of portfolio›$3.2M
Cap Partners, LLC57,166
1.5% of portfolio›$3.2M
Lewis Asset Management, LLC57,148
1.1% of portfolio›$3.2M
First Premier Bank56,290
0.0% of portfolio›$3.2K
Independent Wealth Network Inc.55,372
0.8% of portfolio›$3.1M
LexAurum Advisors, LLC54,556
0.3% of portfolio›$3.1M
Ellis Investment Partners, LLC54,471
0.5% of portfolio›$3.1M
Studio Investment Management LLC54,263
0.5% of portfolio›$3.1M
San Luis Wealth Advisors LLC52,982
0.4% of portfolio›$3.0M
Principle Wealth Partners LLC52,821
0.1% of portfolio›$3.0M
Highline Wealth Partners LLC52,818
0.6% of portfolio›$3.0M
Farmers & Merchants Trust Co of Chambersburg PA52,724
0.0% of portfolio›$3.0K
Avidian Wealth Enterprises, LLC52,626
0.1% of portfolio›$3.0M
Alterna Wealth Management, Inc52,450
1.6% of portfolio›$2.9M
Golden State Wealth Management, LLC52,324
0.3% of portfolio›$2.9M
United Advisor Group, LLC52,145
0.3% of portfolio›$2.9M
Keeler Thomas Management LLC51,709
1.1% of portfolio›$2.9M
Verdence Capital Advisors LLC51,598
0.1% of portfolio›$2.9M
Ring Mountain Capital, LLC51,268
1.2% of portfolio›$2.9M
Citizens Financial Group Inc50,911
0.0% of portfolio›$2.9M
Titleist Asset Management, LLC50,876
0.2% of portfolio›$2.9M
FMA Wealth Management, LLC49,976
1.8% of portfolio›$2.8M
Ehrlich Financial Group49,635
1.4% of portfolio›$2.8M
Ascentis Independent Advisors49,241
0.2% of portfolio›$2.8M
TrueWealth Advisors, LLC48,917
0.6% of portfolio›$2.8M
Integras Partners LLC48,553
1.5% of portfolio›$2.7M
Guardian Financial Partners, LLC48,461
1.0% of portfolio›$2.7M
Teamwork Financial Advisors, LLC48,244
0.3% of portfolio›$2.7M
Guilbault Capital LLC47,941
2.6% of portfolio›$2.7M
Sage Capital Management, LLC47,815
1.0% of portfolio›$2.7M
PFG Advisors47,775
0.1% of portfolio›$2.7M
CoreCap Advisors, LLC47,338
0.1% of portfolio›$2.7M
Worth Asset Management, LLC47,293
0.8% of portfolio›$2.7M
Fragasso Financial Advisors Inc47,176
0.1% of portfolio›$2.7M
Legacy Private Trust Co.46,277
0.1% of portfolio›$2.6M
Bell Bank46,242
0.1% of portfolio›$2.6M
Rahlfs Capital, LLC46,197
1.7% of portfolio›$2.6M
Red Mountain Financial, LLC46,196
2.2% of portfolio›$2.6M
Heritage Wealth Management, Inc.45,835
0.6% of portfolio›$2.6M
Redhawk Wealth Advisors, Inc.45,734
0.3% of portfolio›$2.6M
GFS Advisors, LLC45,680
0.3% of portfolio›$2.6M
Plan Group Financial, LLC45,666
0.5% of portfolio›$2.6M
Harbor Investment Advisory, LLC45,363
0.2% of portfolio›$2.6M
Tompkins Financial Corp45,131
0.2% of portfolio›$2.5M
Benchmark Financial, LLC45,035
1.9% of portfolio›$2.5M
Procyon Advisors, LLC44,901
0.1% of portfolio›$2.5M
Triumph Capital Management44,890
0.4% of portfolio›$2.5M
4J Wealth Management LLC44,486
1.2% of portfolio›$2.5M
Mcdonald Partners LLC44,376
0.6% of portfolio›$2.5M
Kelly Financial Services LLC43,942
0.5% of portfolio›$2.5M
3Edge Asset Management, LP43,420
0.1% of portfolio›$2.4M
Rockport Wealth LLC43,181
0.4% of portfolio›$2.4M
Prevail Innovative Wealth Advisors, LLC43,118
0.3% of portfolio›$2.4M
Ergawealth Advisors, Inc.43,066
1.0% of portfolio›$2.4M
Ashton Thomas Private Wealth, LLC42,982
0.0% of portfolio›$2.4M
Strategic Blueprint, LLC42,547
0.1% of portfolio›$2.4M
Lanark Financial, Inc.42,397
0.2% of portfolio›$2.4M
Mosley Wealth Management42,224
0.7% of portfolio›$2.4M
Arsenal Capital Advisors LLC41,601
1.3% of portfolio›$2.3M
Whipplewood Advisors, LLC41,116
1.6% of portfolio›$2.3M
Signature Estate & Investment Advisors LLC40,962
0.0% of portfolio›$2.3M
J.Safra Asset Management Corp40,656
0.1% of portfolio›$2.3M
Triton Wealth Management, Pllc40,612
0.7% of portfolio›$2.3M
Simplicity Wealth,LLC40,476
0.1% of portfolio›$2.3M
Gill Capital Partners, LLC40,167
0.6% of portfolio›$2.3M
PMG Family Office LLC39,868
2.1% of portfolio›$2.2M
Whalen Wealth Management Inc.39,414
0.9% of portfolio›$2.2M
Miramontes Capital, LLC39,363
0.7% of portfolio›$2.2M
Blue Trust, Inc.38,816
0.0% of portfolio›$2.2M
Worth Financial Advisory Group, LLC38,630
0.9% of portfolio›$2.2M
Integrity Advisory Solutions, LLC38,628
0.2% of portfolio›$2.2M
Partners Wealth Management, LLC38,565
0.2% of portfolio›$2.2M
Integrated Advisors Network LLC37,937
0.1% of portfolio›$2.1M
Richmond Investment Services, LLC37,813
0.7% of portfolio›$2.1M
Beaumont Financial Advisors, LLC37,739
0.1% of portfolio›$2.1M
Columbia Bank37,563
0.5% of portfolio›$2.1M
Helium Advisors LLC37,362
1.8% of portfolio›$2.1M
Etesian Wealth Advisors, Inc.37,210
0.6% of portfolio›$2.1M
Galvin, Gaustad & Stein, LLC37,114
0.2% of portfolio›$2.1M
Patten Group, Inc.36,461
0.3% of portfolio›$2.0M
SteelPeak Wealth, LLC36,197
0.1% of portfolio›$2.0M
IFS Advisors, LLC36,141
0.6% of portfolio›$2.0M
Integral Investment Advisors, Inc.36,049
0.4% of portfolio›$2.0M
Bay Capital Advisors, LLC35,989
1.1% of portfolio›$2.0M
Avestar Capital, LLC35,957
0.2% of portfolio›$2.0M
Boyum Wealth Architects LLC35,901
0.8% of portfolio›$2.0M
Walkner Condon Financial Advisors LLC35,475
0.2% of portfolio›$2.0M
Frontier Asset Management, LLC35,236
0.4% of portfolio›$2.0M
Simplex Trading, LLC34,787
0.0% of portfolio›$2.0M
Sheets Smith Wealth Management34,191
0.2% of portfolio›$1.9M
Somerset Trust Co34,184
0.5% of portfolio›$1.9M
Seek First Inc.33,974
1.2% of portfolio›$1.9M
PDS Planning, Inc33,868
0.1% of portfolio›$1.9M
Tucker Asset Management LLC33,833
0.5% of portfolio›$1.9M
Wealth Effects LLC33,819
0.5% of portfolio›$1.9M
BKM Wealth Management, LLC33,694
0.6% of portfolio›$1.9M
Nordwand Advisors, LLC32,240
0.3% of portfolio›$1.8M
Mlp3, LLC32,129
1.6% of portfolio›$1.8M
Smallwood Wealth Investment Management, LLC31,931
0.8% of portfolio›$1.8M
Gables Capital Management Inc.31,564
0.7% of portfolio›$1.8M
SFE Investment Counsel30,872
0.2% of portfolio›$1.7M
Provenance Wealth Advisors, LLC30,606
0.1% of portfolio›$1.7M
GC Wealth Management RIA, LLC30,566
0.1% of portfolio›$1.7M
Main Line Retirement Advisors, LLC30,533
0.8% of portfolio›$1.7M
Post Resch Tallon Group Inc.30,440
1.2% of portfolio›$1.7M
Purus Wealth Management, LLC30,285
0.5% of portfolio›$1.7M
Perryman Financial Advisory Inc30,270
0.2% of portfolio›$1.7M
Concord Wealth Partners29,919
0.2% of portfolio›$1.7M
Sound Income Strategies, LLC29,890
0.1% of portfolio›$1.7M
First Horizon Corp29,818
0.1% of portfolio›$1.7M
Spinnaker Investment Group, LLC29,700
0.3% of portfolio›$1.7M
OpenArc Corporate Advisory, LLC29,683
0.0% of portfolio›$1.7M
Sagespring Wealth Partners, LLC29,658
0.0% of portfolio›$1.7M
Sovran Advisors, LLC29,563
0.1% of portfolio›$1.7M
Verus Capital Partners, LLC29,560
0.1% of portfolio›$1.7M
Means Investment Co., Inc.29,346
0.1% of portfolio›$1.6M
Frederick Financial Consultants, LLC29,155
0.7% of portfolio›$1.6M
Prosperitas Financial LLC29,011
0.5% of portfolio›$1.6M
Websterrogers Financial Advisors, LLC28,958
0.4% of portfolio›$1.6M
StoneX Group Inc.28,465
0.1% of portfolio›$1.6M
Howard Wealth Management, LLC27,823
0.6% of portfolio›$1.6M
Sloy Dahl & Holst, LLC27,806
0.2% of portfolio›$1.6M
Cyndeo Wealth Partners, LLC27,668
0.1% of portfolio›$1.6M
DB&C Advisors, LLC27,583
1.6% of portfolio›$1.6M
Raab & Moskowitz Asset Management LLC27,515
0.3% of portfolio›$1.5M
Retirement Planning Group, LLC27,498
0.0% of portfolio›$1.5M
Markowski Investments27,260
0.3% of portfolio›$1.5M
Grant Private Wealth Management Inc26,988
0.7% of portfolio›$1.5M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors26,688
0.1% of portfolio›$1.5M
XML Financial, LLC26,336
0.1% of portfolio›$1.5M
Milestone Asset Management Group, LLC26,185
0.7% of portfolio›$1.5M
PKS Advisory Services, LLC26,136
0.2% of portfolio›$1.5M
Orgel Wealth Management, LLC25,907
0.0% of portfolio›$1.5M
Shum Financial Group, Inc.25,204
0.8% of portfolio›$1.4M
Clear Creek Financial Management, LLC24,872
0.1% of portfolio›$1.4M
Brown Miller Wealth Management, LLC24,736
0.3% of portfolio›$1.4M
Cascade Investment Group, Inc.24,643
0.8% of portfolio›$1.4M
Optima Capital LLC24,371
0.5% of portfolio›$1.4M
Murphy & Mullick Capital Management Corp24,356
0.8% of portfolio›$1.4M
Paradigm, Strategies in Wealth Management, LLC24,250
0.9% of portfolio›$1.4M
Unique Wealth, LLC24,232
0.2% of portfolio›$1.4M
Matisse Capital23,821
0.5% of portfolio›$1.3M
Mccarter Private Wealth Services LLC23,715
0.5% of portfolio›$1.3M
Apollon Financial, LLC23,607
0.2% of portfolio›$1.3M
Columbia Advisory Partners LLC23,334
0.7% of portfolio›$1.3M
Code Waechter LLC23,157
0.6% of portfolio›$1.3M
Pacific Park Financial, Inc.23,136
0.8% of portfolio›$1.3M
Tcfg Investment Advisors, LLC23,085
0.4% of portfolio›$1.3M
Trueblood Wealth Management, LLC22,751
0.5% of portfolio›$1.3M
Fiduciary Financial Group, LLC22,708
0.1% of portfolio›$1.3M
Rose Capital Advisors LLC22,656
0.3% of portfolio›$1.3M
Strategic Advisors LLC22,653
0.3% of portfolio›$1.3M
D'Orazio & Associates, Inc.22,386
0.1% of portfolio›$1.3M
Meridian Financial Advisors, LLC22,123
0.6% of portfolio›$1.2M
Founders Financial Securities LLC21,936
0.1% of portfolio›$1.2M
Cpwa, LLC21,876
1.4% of portfolio›$1.2M
Pegasus Asset Management, Inc.21,815
0.3% of portfolio›$1.2M
Kestra Investment Management, LLC21,712
0.0% of portfolio›$1.2M
Elevation Wealth Management LLC21,464
0.8% of portfolio›$1.2M
Soundwatch Capital LLC21,447
0.1% of portfolio›$1.2M
Platform Technology Partners21,040
0.2% of portfolio›$1.2M
Wealthcare Capital Partners, LLC20,873
0.5% of portfolio›$1.2M
Argyle Capital Partners, LLC20,714
0.7% of portfolio›$1.2M
Tritonpoint Wealth, LLC20,699
0.1% of portfolio›$1.2M
CPC Advisors, LLC20,654
0.2% of portfolio›$1.2M
Frank, Rimerman Advisors LLC20,363
0.1% of portfolio›$1.1M
CGN Advisors LLC20,269
0.1% of portfolio›$1.1M
Wealth Dimensions Group, Ltd.20,252
0.2% of portfolio›$1.1M
Summit Financial Wealth Advisors, LLC19,987
0.1% of portfolio›$1.1M
NBT Bank, N.A.19,793
0.1% of portfolio›$1.1M
Sanders Morris Harris LLC19,714
0.1% of portfolio›$1.1M
Sage Financial Group Inc19,669
0.1% of portfolio›$1.1M
Verity Asset Management, Inc.19,490
0.4% of portfolio›$1.1M
Maia Wealth LLC19,330
0.1% of portfolio›$1.1M
Westbourne Investment Advisors, Inc.19,100
0.3% of portfolio›$1.1M
Armor Investment Advisors, LLC18,810
0.3% of portfolio›$1.1M
Certior Financial Group, LLC18,772
0.6% of portfolio›$1.1M
ERn Financial, LLC18,711
0.2% of portfolio›$1.1M
Alliance Wealth Advisors, LLC18,659
0.2% of portfolio›$1.0M
Private Trust Co NA18,617
0.1% of portfolio›$1.0M
Forteris Wealth Management Inc.18,268
0.8% of portfolio›$1.0M
Shepherd Financial Partners LLC18,266
0.1% of portfolio›$1.0M
Financial Security Advisor, Inc.18,265
0.2% of portfolio›$1.0M
Washington Trust Co17,760
0.0% of portfolio›$998.5K
XY Planning Network, Inc.17,730
0.1% of portfolio›$996.8K
Strategic Family Wealth Counselors, L.L.C.17,669
0.2% of portfolio›$993.4K
Millennium Capital Advisors, LLC17,560
0.5% of portfolio›$987.2K
Resonant Capital Advisors, LLC17,531
0.0% of portfolio›$985.6K
Aviance Capital Partners, LLC17,333
0.1% of portfolio›$974.5K
Cora Capital Advisors LLC17,324
0.3% of portfolio›$974.0K
First Heartland Consultants, Inc.17,301
0.1% of portfolio›$972.7K
Winebrenner Capital Management LLC17,195
0.6% of portfolio›$966.7K
TPG Advisors LLC17,061
0.5% of portfolio›$959.2K
Private Wealth Partners, LLC17,001
0.1% of portfolio›$955.8K
Syntegra Private Wealth Group, LLC16,956
0.1% of portfolio›$953.3K
Transce3nd, LLC16,800
1.0% of portfolio›$963.5K
Lighthouse Financial Services Inc16,763
0.2% of portfolio›$942.4K
MRA Advisory Group16,341
0.3% of portfolio›$918.7K
Boyer Financial Services, Inc.16,246
0.7% of portfolio›$913.4K
Independence Asset Advisors, LLC16,118
0.2% of portfolio›$906.1K
Keystone Wealth Services, LLC16,114
0.2% of portfolio›$910.3K
Omni 360 Wealth, Inc.16,110
0.4% of portfolio›$905.7K
Gilpin Wealth Management, LLC16,087
0.6% of portfolio›$904.4K
Tactive Advisors, LLC15,930
0.2% of portfolio›$895.6K
Putney Financial Group LLC15,828
0.7% of portfolio›$889.9K
Tranquility Partners, LLC15,602
0.3% of portfolio›$877.2K
Balboa Wealth Partners15,405
0.1% of portfolio›$866.1K
Capital Advisors, Ltd. LLC15,381
0.0% of portfolio›$865
Novem Group15,126
0.1% of portfolio›$850.4K
Alliance Wealth Advisors, LLC15,076
0.3% of portfolio›$847.6K
Brown Wealth Management, LLC15,075
0.2% of portfolio›$847.5K
Marion Wealth Management15,001
0.2% of portfolio›$843.4K
Elevatus Welath Management15,000
0.2% of portfolio›$843.3K
Foster Victor Wealth Advisors, LLC14,682
0.0% of portfolio›$837.8K
American Capital Advisory, LLC14,681
0.3% of portfolio›$825.4K
Acorn Financial Advisory Services Inc14,633
0.1% of portfolio›$822.7K
Compass Financial Management LLC14,492
0.1% of portfolio›$814.8K
Nilsine Partners, LLC14,470
0.1% of portfolio›$813.5K
Scheeler Financial LLC14,423
0.6% of portfolio›$810.9K
Triad Wealth Partners, LLC14,355
0.0% of portfolio›$807.1K
Fairway Financial, LLC14,330
0.5% of portfolio›$805.6K
Robertson Stephens Wealth Management, LLC14,273
0.0% of portfolio›$802.4K
Strong Retirement Solutions LLC14,223
0.4% of portfolio›$799.6K
Cathy Pareto & Associates, Inc14,214
0.5% of portfolio›$799.2K
Fortune Financial Group, Inc.14,185
0.7% of portfolio›$797.5K
Mission Financial Group, LLC14,132
0.6% of portfolio›$794.5K
Independent Investors Inc14,051
0.1% of portfolio›$789.9K
Ebert Capital Management Inc.13,938
0.7% of portfolio›$783.6K
Sprinkle Financial Consultants LLC13,761
0.3% of portfolio›$773.5K
Cornerstone Wealth Group, LLC13,755
0.0% of portfolio›$773.3K
RED Crane Wealth Management, LLC13,708
0.5% of portfolio›$770.7K
Hofer & Associates. Inc13,708
0.5% of portfolio›$770.7K
Keybank National Association13,705
0.0% of portfolio›$770.5K
Guided Capital Wealth Management, LLC13,447
0.4% of portfolio›$756.0K
CRA Financial Services, LLC13,341
0.1% of portfolio›$750.0K
Integrated Wealth Management13,218
0.7% of portfolio›$743.1K
Heritage OAK Wealth Advisors LLC13,204
0.2% of portfolio›$742.3K
Brighton Jones LLC13,132
0.0% of portfolio›$738.3K
Venture Visionary Partners LLC12,967
0.0% of portfolio›$729.0K
Crumly & Associates Inc.12,965
0.1% of portfolio›$728.9K
Endowment Wealth Management, Inc.12,944
0.2% of portfolio›$727.7K
Plus Group Wealth Advisors LLC12,825
0.6% of portfolio›$721.0K
Entrewealth, LLC12,712
0.3% of portfolio›$714.7K
Ascentis Wealth Management, LLC12,674
0.1% of portfolio›$713.5K
TopTier Wealth Management, LLC12,665
0.4% of portfolio›$712.0K
Diversified Portfolios, Inc.12,598
0.0% of portfolio›$708.3K
Pacific Center for Financial Services12,596
0.1% of portfolio›$708.2K
Key FInancial Inc12,491
0.1% of portfolio›$702.2K
Elco Management Co., LLC12,475
0.3% of portfolio›$701.3K
Essential Investment Partners LLC12,317
0.5% of portfolio›$692.5K
Sterling Manor Financial, LLC12,291
0.4% of portfolio›$691.0K
Riverbend Wealth Management, LLC12,242
0.3% of portfolio›$688.3K
Almanack Investment Partners, Llc.12,227
0.1% of portfolio›$687.4K
Enzi Wealth12,113
0.2% of portfolio›$689.6K
Atlas Private Wealth Advisors12,099
0.1% of portfolio›$680.2K
Gamma Investing LLC11,914
0.0% of portfolio›$669.8K
Autumn Glory Partners, LLC11,905
0.2% of portfolio›$669.3K
Cherry Tree Wealth Management, LLC11,905
0.1% of portfolio›$669.3K
Accurate Wealth Management, LLC11,821
0.1% of portfolio›$673.1K
Landmark Wealth Management, LLC11,707
0.2% of portfolio›$658.2K
Juncture Wealth Strategies, LLC11,700
0.2% of portfolio›$657.8K
LVZ, Inc.11,691
0.1% of portfolio›$657.3K
Southern Capital Services Inc11,527
0.4% of portfolio›$648.1K
SevenBridge Financial Group, LLC11,418
0.1% of portfolio›$655.0K
Encompass More Asset Management11,396
0.1% of portfolio›$640.7K
Crescent Grove Advisors, LLC11,311
0.1% of portfolio›$635.9K
Lineweaver Wealth Advisors, LLC11,301
0.1% of portfolio›$635.3K
Legacy Bridge, LLC11,199
0.2% of portfolio›$629.6K
Financial Partners Group, Inc11,115
0.1% of portfolio›$624.9K
Richards, Merrill & Peterson, Inc.10,757
0.2% of portfolio›$604.8K
Wilmington Savings Fund Society, FSB10,695
0.0% of portfolio›$601.3K
Taylor & Morgan Wealth Management, LLC10,686
0.3% of portfolio›$600.8K
Stenger Family Office, LLC10,629
0.1% of portfolio›$605.1K
Reicon Wealth Advisors, LLC10,599
0.3% of portfolio›$595.9K
Athena Wealth Management, LLC10,564
0.4% of portfolio›$593.9K
Formidable Asset Management, LLC10,533
0.1% of portfolio›$594.9K
Mascoma Wealth Management LLC10,058
0.1% of portfolio›$565.5K
Griffin Asset Management, Inc.10,007
0.1% of portfolio›$562.6K
Harbor Asset Planning, Inc.10,002
0.4% of portfolio›$562.3K
Lynx Capital Group LTD10,000
0.2% of portfolio›$562.2K
Meridian Financial Partners LLC9,999
0.2% of portfolio›$571.5K
Investment Advisory Services Inc9,987
0.2% of portfolio›$561.5K
Mascagni Wealth Management, Inc.9,889
0.3% of portfolio›$556.0K
Latitude Advisors, LLC9,848
0.2% of portfolio›$553.6K
Seven Hills Financial, LLC9,774
0.3% of portfolio›$549.5K
Canvas Wealth Advisors, LLC9,739
0.1% of portfolio›$564.2K
MSH Capital Advisors LLC9,714
0.1% of portfolio›$546.1K
Accredited Investors Inc.9,675
0.0% of portfolio›$543.9K
Rockingstone Advisors LLC9,595
0.2% of portfolio›$539.4K
Sunpointe, LLC9,540
0.2% of portfolio›$536.4K
Evolution Wealth Advisors, LLC9,533
0.1% of portfolio›$535.9K
Mainstream Capital Management LLC9,511
0.3% of portfolio›$534.7K
My Personal CFO, LLC9,480
0.2% of portfolio›$533.0K
Park National Corp9,429
0.0% of portfolio›$530.1K
Bright Futures Wealth Management, Llc.9,381
0.4% of portfolio›$527.4K
VestGen Advisors, LLC9,353
0.0% of portfolio›$525.8K
Private Capital Advisors, Inc.9,292
0.0% of portfolio›$522.4K
Gaddis Premier Wealth Advisors LLC9,290
0.3% of portfolio›$522.3K
Peoples Bank9,230
0.2% of portfolio›$518.9K
Castle Rock Wealth Management, LLC9,173
0.1% of portfolio›$518.7K
Capital Planning LLC9,170
0.1% of portfolio›$515.5K
Atticus Wealth Management, LLC9,047
0.1% of portfolio›$508.6K
Solidarity Wealth, LLC9,025
0.1% of portfolio›$507.4K
Commonwealth Financial Services, LLC9,015
0.1% of portfolio›$506.8K
Fiduciary Alliance LLC8,981
0.0% of portfolio›$504.9K
Midwest Financial Group LLC8,975
0.2% of portfolio›$504.6K
Steinberganna Wealth Management8,953
0.2% of portfolio›$503.3K
Innovative Advisory Group, LLC8,919
0.4% of portfolio›$501.4K
BIP Wealth, LLC8,919
0.0% of portfolio›$501.4K
Regatta Capital Group, LLC8,891
0.1% of portfolio›$499.9K
Cornerstone Wealth Management, LLC8,793
0.0% of portfolio›$494.3K
Guardian Asset Advisors, LLC8,743
0.2% of portfolio›$491.6K
Rebalance, LLC8,718
0.0% of portfolio›$490.1K
Pennsylvania Capital Management Inc8,709
0.1% of portfolio›$489.6K
Bison Wealth, LLC8,621
0.0% of portfolio›$491.1K
Crossmark Global Holdings, Inc.8,617
0.0% of portfolio›$484.4K
Archford Capital Strategies, LLC8,576
0.0% of portfolio›$482.2K
Nvwm, LLC8,528
0.1% of portfolio›$479.4K
Odyssey Capital Advisors, Inc.8,513
0.3% of portfolio›$478.6K
Kraematon Investment Advisors, Inc8,469
0.4% of portfolio›$476.1K
HB Wealth Management, LLC8,427
0.0% of portfolio›$473.8K
Comprehensive Financial Planning, Inc.8,388
0.3% of portfolio›$471.6K
Hurley Capital, LLC8,337
0.2% of portfolio›$468.8K
Cassaday & Co Wealth Management LLC8,200
0.0% of portfolio›$461.0K
Cape Investment Advisory, Inc.8,164
0.1% of portfolio›$459.0K
SimpliFi, Inc.8,117
0.2% of portfolio›$456.4K
Heck Capital Advisors, LLC8,082
0.0% of portfolio›$454.4K
Sincerus Advisory, LLC8,011
0.3% of portfolio›$450.4K
Wealth Advisory Solutions, LLC7,943
0.1% of portfolio›$446.6K
Eclectic Associates Inc7,939
0.0% of portfolio›$446.3K
Laurel OAK Wealth Management, LLC7,914
0.1% of portfolio›$444.9K
Consilium Wealth Advisory, LLC7,911
0.1% of portfolio›$444.8K
Skyline Advisors, Inc.7,858
0.1% of portfolio›$441.8K
J. L. Bainbridge & Co., Inc.7,739
0.0% of portfolio›$435.1K
QP Wealth Management, LLC7,738
0.7% of portfolio›$435.0K
Coquina Private Wealth LLC7,620
0.3% of portfolio›$428.4K
Rolek Wealth Management LLC7,542
0.2% of portfolio›$424.0K
Cypress Wealth Services, LLC7,538
0.1% of portfolio›$425.5K
Elmwood Wealth Management, Inc.7,500
0.1% of portfolio›$421.6K
KWB Wealth7,494
0.0% of portfolio›$421.3K
Optivise Advisory Services LLC7,466
0.2% of portfolio›$419.8K
Acorn Wealth Advisors, LLC7,419
0.1% of portfolio›$417.1K
Royal Fund Management, LLC7,418
0.0% of portfolio›$417.1K
Total Clarity Wealth Management, Inc.7,409
0.1% of portfolio›$416.5K
Capital City Trust Co7,379
0.1% of portfolio›$414.8K
Pinion Investment Advisors, LLC7,377
0.1% of portfolio›$414.7K
Johnson Financial Group, LLC7,357
0.0% of portfolio›$413.6K
Fearless Solutions, LLC dba Best Invest7,295
0.2% of portfolio›$410.2K
Wetzel Investment Advisors, Inc.7,275
0.1% of portfolio›$409.0K
Carlton Hofferkamp & Jenks Wealth Management, LLC7,219
0.1% of portfolio›$414.1K
Sepio Capital, LP7,206
0.0% of portfolio›$405.2K
Mattern Wealth Management LLC7,000
0.1% of portfolio›$393.5K
Abel Hall, LLC7,000
0.1% of portfolio›$393.5K
South Shore Capital Advisors6,999
0.3% of portfolio›$393.5K
Beacon Financial Planning, Inc6,998
0.1% of portfolio›$393.4K
Quadcap Wealth Management, LLC6,951
0.0% of portfolio›$390.8K
RIA Advisory Group LLC6,930
0.1% of portfolio›$389.6K
Detalus Advisors, LLC6,905
0.1% of portfolio›$388.2K
AGH Wealth Advisors, LLC6,900
0.2% of portfolio›$387.9K
Realta Investment Advisors6,869
0.1% of portfolio›$386.2K
Tennessee Valley Asset Management Partners6,863
0.0% of portfolio›$385.8K
Kelly Financial Group LLC6,848
0.1% of portfolio›$385.0K
Trust Co6,818
0.0% of portfolio›$383.3K
Zullo Investment Group, Inc.6,809
0.1% of portfolio›$382.8K
Cobblestone Asset Management LLC6,762
0.2% of portfolio›$380.2K
Tepp RIA, LLC6,737
0.3% of portfolio›$378.7K
Walled Lake Planning & Wealth Management, LLC6,731
0.1% of portfolio›$378.4K
Lionsbridge Wealth Management LLC6,674
0.4% of portfolio›$375.2K
Hubbell Strickland Wealth Management, LLC6,658
0.1% of portfolio›$374.3K
Grandview Asset Management LLC6,630
0.1% of portfolio›$372.8K
Fortem Financial Group, LLC6,624
0.1% of portfolio›$372.4K
Viewpoint Investment Partners Corp6,618
0.1% of portfolio›$371.9K
McAdam, LLC6,603
0.0% of portfolio›$371.2K
Center For Asset Management LLC6,525
0.2% of portfolio›$366.8K
NavPoint Financial, Inc.6,521
0.1% of portfolio›$366.6K
MFG Investments, LLC6,513
0.4% of portfolio›$366.1K
Balefire, LLC6,507
0.1% of portfolio›$365.8K
EPG Wealth Management LLC6,491
0.1% of portfolio›$364.9K
Sentinel Pension Advisors, LLC6,484
0.0% of portfolio›$364.5K
Johnson & White Wealth Management, LLC6,477
0.1% of portfolio›$364.2K
Signaturefd, LLC6,466
0.0% of portfolio›$363.5K
Wesbanco Bank Inc6,442
0.0% of portfolio›$362.2K
Sherry Group, Inc.6,390
0.3% of portfolio›$359.2K
Wealth Management Partners, LLC6,339
0.1% of portfolio›$356.4K
Bailard, Inc.6,296
0.0% of portfolio›$354.0K
Patrick M Sweeney & Associates, Inc6,283
0.2% of portfolio›$353.3K
Legacy Wealth Management, LLC / MS6,267
0.1% of portfolio›$352.3K
Ashton Thomas Securities, LLC6,265
0.0% of portfolio›$352.2K
Prota Financial, LLC6,260
0.2% of portfolio›$350.1K
Mainsail Asset Management, LLC6,206
0.1% of portfolio›$350.9K
Auour Investments LLC6,201
0.1% of portfolio›$348.6K
Selby Wealth Management, LLC6,185
0.1% of portfolio›$347.7K
OFS Enterprise LLC6,178
0.1% of portfolio›$347.3K
Global Financial Private Client, LLC6,128
0.1% of portfolio›$344.5K
Wespac Advisors SoCal, LLC6,061
0.1% of portfolio›$340.7K
Jm2 Capital Inc.6,008
0.2% of portfolio›$337.7K
1900 Wealth Management LLC5,960
0.0% of portfolio›$335.1K
Cornell Pochily Investment Advisors, Inc.5,957
0.1% of portfolio›$334.9K
WealthPlan Investment Management, LLC5,945
0.0% of portfolio›$334.2K
LifeGoal Investments, LLC5,917
0.1% of portfolio›$332.7K
Montz Harcus Wealth Management LLC5,883
0.1% of portfolio›$330.8K
TFB Advisors LLC5,867
0.1% of portfolio›$329.8K
RMR Wealth Builders5,856
0.0% of portfolio›$329.2K
Hilton Head Capital Partners, LLC5,844
0.2% of portfolio›$328.6K
BOS Asset Management, LLC5,787
0.1% of portfolio›$325.3K
Badgley Phelps Wealth Managers, LLC5,708
0.0% of portfolio›$320.9K
First National Trust Co5,701
0.0% of portfolio›$320.5K
Farmers & Merchants Trust Co of Long Beach5,700
0.1% of portfolio›$320.5K
Clear Point Advisors Inc.5,672
0.2% of portfolio›$318.9K
PVG Asset Management Corp5,647
0.2% of portfolio›$317.5K
Chris Bulman Inc5,643
0.1% of portfolio›$317.2K
Hengehold Capital Management LLC5,633
0.0% of portfolio›$316.7K
Roman Butler Fullerton & Co5,588
0.1% of portfolio›$318.9K
BridgePort Financial Solutions, LLC5,558
0.1% of portfolio›$312.5K
Stablepoint Partners, LLC5,515
0.0% of portfolio›$310.1K
Bryn Mawr Trust Advisors, LLC5,502
0.0% of portfolio›$309.3K
Key Client Fiduciary Advisors, LLC5,455
0.1% of portfolio›$306.7K
Stegent Equity Advisors, Inc.5,421
0.2% of portfolio›$304.8K
Equity Wealth Partners, LLC5,412
0.1% of portfolio›$304.3K
Hixon Zuercher, LLC5,405
0.1% of portfolio›$303.9K
Kuhn & Co Investment Counsel5,400
0.2% of portfolio›$303.6K
Cypress Capital Group5,400
0.0% of portfolio›$303.6K
Lodestar Private Asset Management LLC5,394
0.0% of portfolio›$303.3K
Bank of New Hampshire5,356
0.1% of portfolio›$301.1K
Sonata Capital Group Inc5,346
0.1% of portfolio›$300.6K
Stone House Investment Management, LLC5,315
0.0% of portfolio›$298.8K
1620 Investment Advisors, Inc.5,280
0.2% of portfolio›$296.8K
Gateway Investment Advisers LLC5,276
0.0% of portfolio›$296.6K
HCR Wealth Advisors5,263
0.0% of portfolio›$295.9K
JFS Wealth Advisors, LLC5,218
0.0% of portfolio›$293.4K
BCS Wealth Management5,162
0.1% of portfolio›$290.2K
Waller Financial Planning Group, Inc5,135
0.1% of portfolio›$288.7K
Capital Asset Advisory Services LLC5,111
0.0% of portfolio›$292.8K
Capital Advantage, Inc.5,104
0.0% of portfolio›$286.9K
WealthSpring Partners, LLC5,065
0.3% of portfolio›$284.8K
Palacios Wealth Management, LLC5,061
0.2% of portfolio›$284.5K
Legacy Financial Strategies, LLC5,000
0.0% of portfolio›$281.1K
Hiley Hunt Wealth Management4,967
0.1% of portfolio›$279.2K
BLB&B Advisors, LLC4,961
0.0% of portfolio›$278.9K
Nautilus Advisors LLC4,902
0.2% of portfolio›$275.6K
Southland Equity Partners LLC4,886
0.0% of portfolio›$274.7K
Morey & Quinn Wealth Partners, LLC4,884
0.2% of portfolio›$274.6K
Adamsbrown Wealth Consultants LLC4,804
0.0% of portfolio›$270.1K
Hudock, Inc.4,749
0.0% of portfolio›$267.0K
GW Henssler & Associates LTD4,712
0.0% of portfolio›$264.9K
Riverchase Wealth Management, LLC4,702
0.1% of portfolio›$264.3K
Weil Company, Inc.4,680
0.0% of portfolio›$263.1K
Hutchens & Kramer Investment Management Group, LLC4,670
0.1% of portfolio›$262.5K
Activest Wealth Management4,601
0.0% of portfolio›$258.7K
Clearwave Capital, LLC4,596
0.1% of portfolio›$258.4K
J. Safra Sarasin Holding AG4,594
0.0% of portfolio›$258.3K
Newman Dignan & Sheerar, Inc.4,579
0.0% of portfolio›$257.4K
Meriwether Wealth & Planning, LLC4,575
0.1% of portfolio›$257.2K
Physician Wealth Advisors, Inc.4,558
0.0% of portfolio›$256.3K
Friday Financial4,558
0.1% of portfolio›$254.9K
Forum Financial Management, LP4,558
0.0% of portfolio›$256.3K
Dudley Capital Management, LLC4,550
0.1% of portfolio›$255.9K
Northland Securities, Inc.4,524
0.1% of portfolio›$254.3K
Modera Wealth Management, LLC4,513
0.0% of portfolio›$253.7K
QTR Family Wealth, LLC4,500
0.1% of portfolio›$253.0K
Seelaus Asset Management LLC4,473
0.2% of portfolio›$251.5K
KFA Private Wealth Group, LLC4,451
0.1% of portfolio›$250.2K
Family Investment Center, Inc.4,439
0.0% of portfolio›$249.6K
Atlatl Advisers LLC4,417
0.1% of portfolio›$248.3K
WealthBridge Capital Management, LLC4,393
0.0% of portfolio›$247.0K
Virtue Capital Management, LLC4,359
0.0% of portfolio›$245.0K
Secure Asset Management, LLC4,354
0.0% of portfolio›$244.8K
HRC Wealth Management, LLC4,352
0.1% of portfolio›$244.7K
CX Institutional4,350
0.0% of portfolio›$245
Salem Investment Counselors Inc4,302
0.0% of portfolio›$241.9K
Quadrant Capital Group LLC4,285
0.0% of portfolio›$244.0K
Raleigh Capital Management Inc.4,253
0.1% of portfolio›$239.1K
Penbrook Management LLC4,225
0.1% of portfolio›$237.5K
Angeles Wealth Management, LLC4,189
0.0% of portfolio›$235.5K
Madrona Financial Services, LLC4,182
0.0% of portfolio›$235.1K
One Way Holdings LLC4,058
0.0% of portfolio›$228.1K
SJS Investment Consulting Inc.4,013
0.0% of portfolio›$225.6K
Great Lakes Retirement, Inc.3,961
0.0% of portfolio›$222.7K
MBL Wealth, LLC3,949
0.0% of portfolio›$222.0K
Finivi Inc.3,929
0.1% of portfolio›$220.9K
Westside Investment Management, Inc.3,900
0.0% of portfolio›$219.2K
SP Asset Management LLC3,873
0.0% of portfolio›$217.7K
Kaizen Financial Strategies3,870
0.1% of portfolio›$217.6K
Smith Thornton Advisors LLC3,856
0.1% of portfolio›$216.8K
Burns J W & Co Inc3,840
0.0% of portfolio›$215.9K
Cadent Capital Advisors, LLC3,789
0.0% of portfolio›$213.0K
Financial Perspectives, Inc3,786
0.0% of portfolio›$212.9K
BNB Wealth Management, LLC3,780
0.1% of portfolio›$212.5K
Redwood Family Wealth LLC3,757
0.2% of portfolio›$211.2K
Arwa LLC3,747
0.1% of portfolio›$213.3K
Tableaux LLC3,730
0.1% of portfolio›$209.7K
Promethium Advisors,llc3,725
0.1% of portfolio›$209.4K
SLT Holdings LLC3,706
0.1% of portfolio›$208.4K
Atlas Wealth Partners, LLC3,585
0.2% of portfolio›$201.5K
Bfsg, LLC3,582
0.0% of portfolio›$201.4K
Gerber Kawasaki Wealth & Investment Management3,580
0.0% of portfolio›$201.3K
Security National Bank3,561
0.0% of portfolio›$200.2K
Asset Dedication, LLC3,542
0.0% of portfolio›$199.1K
Nvest Wealth Strategies, Inc.3,400
0.1% of portfolio›$191.1K
Root Financial Partners, LLC3,304
0.0% of portfolio›$185.8K
North Star Investment Management Corp.3,250
0.0% of portfolio›$182.7K
Creative Financial Designs Inc2,943
0.0% of portfolio›$165.5K
Birch Financial Group, LLC2,942
0.1% of portfolio›$165.4K
Elevation Wealth Partners, LLC2,892
0.0% of portfolio›$162.6K
Buck Wealth Strategies, LLC2,861
0.0% of portfolio›$160.8K
Pinnacle Wealth Planning Services, Inc.2,816
0.0% of portfolio›$158.3K
Pathway Financial Advisers, LLC2,816
0.0% of portfolio›$158.3K
Pinnacle Bancorp, Inc.2,760
0.0% of portfolio›$155.2K
Signature Equity Partners, LLC2,635
0.1% of portfolio›$148.1K
Canton Hathaway, LLC2,600
0.0% of portfolio›$146.2K
Advocate Investing Services LLC2,500
0.1% of portfolio›$140.6K
Alpine Bank Wealth Management2,422
0.0% of portfolio›$136.2K
Wolff Wiese Magana LLC2,239
0.1% of portfolio›$125.9K
Reyes Financial Architecture, Inc.2,177
0.1% of portfolio›$122.4K
Hazlett, Burt & Watson, Inc.2,063
0.0% of portfolio›$31.1K
RMG Wealth Management LLC2,026
0.0% of portfolio›$115.8K
Independence Bank of Kentucky1,905
0.0% of portfolio›$107.1K
Sage Mountain Advisors LLC1,856
0.0% of portfolio›$104.3K
Farmers & Merchants Investments Inc1,800
0.0% of portfolio›$101.2K
SRH Advisors, LLC1,780
0.0% of portfolio›$100.1K
Key Capital Management, Inc1,664
0.0% of portfolio›$93.6K
Peck Wealth Management, LLC1,616
0.1% of portfolio›$90.9K
Chung Wu Investment Group, LLC1,550
0.1% of portfolio›$87.1K
3Chopt Investment Partners, LLC1,541
0.0% of portfolio›$86.6K
Financial Consulate, Inc1,462
0.0% of portfolio›$82.2K
Salomon & Ludwin, LLC1,368
0.0% of portfolio›$76.9K
Brown, Lisle Ings, Inc.1,358
0.0% of portfolio›$76.3K
Valley National Advisers Inc1,319
0.0% of portfolio›$74.2K
UMB Private Wealth Management, LLC1,307
0.1% of portfolio›$73.5K
Coastline Trust Co1,151
0.0% of portfolio›$64.7K
Montag A & Associates Inc1,129
0.0% of portfolio›$63.5K
Carnegie Lake Advisors LLC1,120
0.3% of portfolio›$831.3K
Pacifica Partners Inc.1,000
0.0% of portfolio›$55.9K
American National Bank & Trust1,000
0.0% of portfolio›$56.2K
MeadowBrook Investment Advisors LLC990
0.0% of portfolio›$56.7K
Arlington Trust Co LLC946
0.0% of portfolio›$53.2K
Center for Financial Planning, Inc.916
0.0% of portfolio›$51.5K
Dynamic Wealth Strategies, LLC898
0.0% of portfolio›$50.5K
Yankcom Partnership891
0.0% of portfolio›$50.1K
Piscataqua Savings Bank800
0.0% of portfolio›$45.0K
Holos Integrated Wealth LLC714
0.0% of portfolio›$40.7K
Sunrise Financial Services, LLC700
0.0% of portfolio›$39.4K
William Mack & Associates, Inc.660
0.0% of portfolio›$37.1K
Olistico Wealth, LLC626
0.0% of portfolio›$35.2K
Cordgrass Capital Advisors, LLC623
0.0% of portfolio›$35.0K
Barnes Dennig Private Wealth Management LLC615
0.0% of portfolio›$34.6K
Financial Management Professionals, Inc.535
0.0% of portfolio›$30.1K
Monetary Solutions, Ltd529
0.0% of portfolio›$29.7K
WPG Advisers, LLC500
0.0% of portfolio›$28.1K
Avion Wealth490
0.0% of portfolio›$27
United Financial Planning Group LLC482
0.0% of portfolio›$27.1K
Financial Network Wealth Advisors LLC430
0.0% of portfolio›$24.2K
GHP Investment Advisors, Inc.430
0.0% of portfolio›$24.2K
Abound Wealth Management409
0.0% of portfolio›$23.0K
High Point Wealth Management, LLC408
0.0% of portfolio›$22.9K
Quest 10 Wealth Builders, Inc.400
0.0% of portfolio›$22.5K
Next Level Wealth Planning, LLC392
0.0% of portfolio›$22.0K
Global Trust Asset Management, LLC375
0.0% of portfolio›$21.1K
Capital Investment Counsel, Inc350
0.0% of portfolio›$19.7K
Midwest Capital Advisors, LLC347
0.0% of portfolio›$19.5K
Elyxium Wealth, LLC344
0.0% of portfolio›$19.3K
Duncker Streett & Co Inc339
0.0% of portfolio›$19.1K
Lodestone Wealth Management LLC329
0.0% of portfolio›$18.5K
Noble Wealth Management PBC315
0.0% of portfolio›$17.7K
GK Wealth Management LLC284
0.0% of portfolio›$16.0K
Dhjj Financial Advisors, Ltd.280
0.0% of portfolio›$15.7K
Thurston, Springer, Miller, Herd & Titak, Inc.275
0.0% of portfolio›$15.5K
Miller Global Investments, LLC245
0.0% of portfolio›$13.8K
Elevated Capital Advisors, LLC204
0.0% of portfolio›$11.5K
Moisand Fitzgerald Tamayo, LLC200
0.0% of portfolio›$11.2K
SYM Financial Corp200
0.0% of portfolio›$11.2K
Kingdom Financial Group Llc.158
0.0% of portfolio›$8.9K
Phillip James Consulting Co.154
0.0% of portfolio›$8.7K
Reap Financial Group, LLC150
0.0% of portfolio›$8.4K
Signature Resources Capital Management, LLC150
0.0% of portfolio›$8.4K
Evolution Wealth Management Inc.144
0.0% of portfolio›$8.1K
Investors Research Corp134
0.0% of portfolio›$7.5K
Aspect Partners, LLC100
0.0% of portfolio›$5.6K
Allspring Global Investments Holdings, LLC85
0.0% of portfolio›$4.8K
Rydar Equities, Inc.84
0.0% of portfolio›$4.7K
Horizon Financial Services, LLC75
0.0% of portfolio›$4.2K
City State Bank75
0.0% of portfolio›$4.2K
McCarley & Cook Financial Planners53
0.0% of portfolio›$3.0K
Quaker Wealth Management, LLC52
0.0% of portfolio›$2.9K
Cedar Mountain Advisors, LLC37
0.0% of portfolio›$2.1K
Guardian Partners Inc.35
0.0% of portfolio›$2.0K
United Community Bank34
0.0% of portfolio›$1.9K
Birchbrook, Inc.30
0.0% of portfolio›$1.7K
Birchwood Financial Partners, Inc.7
0.0% of portfolio›$413
MJT & Associates Financial Advisory Group, Inc.2
0.0% of portfolio›$62
Beacon Capital Management, Inc.1
0.0% of portfolio›$49
Atwood & Palmer Inc0
0.0% of portfolio›$1
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
3,517,983$197.8M0.3%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
2,099,658$118.0K0.0%ETFLowFairfield, IA2026-11-02
Kestra Advisory Services, LLC
2,048,222$115.2M0.3%CoreLowAustin, TX2026-11-02
Hamilton Capital, LLC
1,498,024$84.2M4.7%ETFVery LowColumbus, OH2026-10-08
Traynor Capital Management, Inc.
1,071,302$60.2M2.8%GrowthLowMalvern, PA2026-10-29
Apollon Wealth Management, LLC
1,029,601$57.9M0.7%GrowthLowMount Pleasant, SC2026-10-23
Kathmere Capital Management, LLC
970,665$54.6M2.6%ETFLowWayne, PA2026-10-20
Truist Financial Corp
908,600$51.1M0.1%CoreLowCharlotte, NC2026-10-30
Nottingham Advisors, Inc.
830,011$46.5M5.7%ETFLowAmherst, NY2026-10-29
First Financial Bank - Trust Division
754,758$42.4M3.1%CoreLowHamilton, OH2026-10-01
Oakworth Capital, Inc.
742,932$41.8M2.0%ETFLowBirmingham, AL2026-10-26
Pinnacle Associates LTD
731,398$41.1M0.5%CoreLowNew York, NY2026-10-20
Kestra Private Wealth Services, LLC
666,640$37.5M0.4%GrowthLowAustin, TX2026-10-30
New York Life Investment Management LLC
661,625$37.2M0.3%GrowthLowNew York, NY2026-11-04
Horizon Advisory Services, Inc.
655,793$36.9M13.9%ETFMediumWest Henrietta, NY2026-10-29
Wealth Enhancement Advisory Services, LLC
654,235$37.1M0.1%CoreLowPlymouth, MN2026-10-13
Foguth Wealth Management, Llc.
632,098$36.1M3.7%ETFHighBrighton, MI2026-10-19
Bernardo Wealth Planning LLC
617,808$34.7M2.9%ETFVery LowHarleysville, PA2026-10-23
HUB Investment Partners, LLC
614,823$34.6M0.6%GrowthLowAustin, TX2026-11-03
Citigroup Inc
607,865$34.2M0.0%CoreMediumNew York, NY2026-11-04
Bokf, NA
597,070$33.6M0.5%CoreLowTulsa, OK2026-10-27
Brookstone Capital Management
592,354$33.3M0.3%ETFMediumWheaton, IL2026-10-22
Sterling Investment Counsel, LLC
582,131$32.7M7.5%GrowthLowBuffalo, NY2026-10-19
Davenport & Co LLC
535,255$30.1M0.2%CoreMediumRichmond, VA2026-10-14
Lido Advisors, LLC
530,459$29.8M0.1%GrowthLowLos Angeles, CA2026-11-04
Curran Financial Partners, LLC
517,187$29.1M4.7%ETFMediumDaniel Island, SC2026-11-04
Prime Capital Investment Advisors, LLC
509,959$28.7M0.3%ETFLowOverland Park, KS2026-10-20
Wagner Wealth Management, LLC
503,656$28.3M4.9%ETFLowGreenville, SC2026-10-21
Capital Investment Advisors, LLC
493,015$27.7M0.4%CoreLowAtlanta, GA2026-10-22
Rational Advisors, Inc.
492,400$27.7M2.6%ETFMediumSan Juan, PR2026-11-02
Orrstown Financial Services Inc
470,051$26.4M4.0%ETFLowHarrisburg, PA2026-10-14
Pinnacle Wealth Management Advisory Group, LLC
436,686$24.6M1.4%GrowthLowRed Bank, NJ2026-10-23
Midwest Trust Co
436,282$24.5M0.3%CoreLowOverland Park, KS2026-10-22
Avantax Planning Partners, Inc.
417,659$23.5M0.6%ETFLowDubuque, IA2026-11-03
TigerOak Management, L.L.C.
388,148$21.8M5.7%GrowthVery LowNashville, TN2026-10-23
Parallel Advisors, LLC
387,123$21.8M0.3%IndexLowSan Francisco, CA2026-11-03
Oppenheimer & Co Inc
384,033$21.6M0.2%CoreLowNew York, NY2026-10-26
Capital Investment Advisory Services, LLC
379,765$21.4M1.3%CoreMediumRaleigh, NC2026-10-30
Prospera Financial Services Inc
375,828$21.6M0.3%CoreMediumDallas, TX2026-11-04
Cornerstone Enterprises, LLC
366,180$20.6M12.0%ETFMediumAppleton, WI2026-10-15
Beacon Financial Advisory LLC
356,045$20.0M3.8%ETFLowCleveland, OH2026-10-16
Rezny Wealth Management, Inc.
353,739$19.9M3.4%ETFLowFort Myers, FL2026-10-15
Arrow Financial Corp
346,877$19.5M1.8%ETFLowGlens Falls, NY2026-10-26
Columbus Macro, LLC
335,079$18.8M1.8%YieldMediumNew Castle, PA2026-10-14
Tenzing Financial LLC
333,207$19.0M12.9%ETFVery LowWilliamsburg, VA2026-11-03
Rakuten Investment Management, Inc.
325,834$18.4M0.0%ETFMediumTokyo, Mexico2026-10-30
Steele Capital Management, Inc.
307,650$17.3M0.6%ETFVery LowDubuque, IA2026-11-02
Cooper Financial Group
305,779$17.2M1.4%GrowthMediumIrvine, CA2026-10-07
Farther Finance Advisors, LLC
302,533$17.0M0.1%IndexLowSan Francisco, CA2026-10-08
Americana Partners, LLC
295,357$16.6M0.4%CoreMediumHouston, TX2026-10-28
Concurrent Investment Advisors, LLC
291,577$16.4M0.1%GrowthMediumTampa, FL2026-10-16
Chicago Partners Investment Group LLC
290,617$16.5M0.3%GARPLowChicago, IL2026-10-27
D.A. Davidson & Co.
289,205$16.3M0.1%CoreLowGreat Falls, MT2026-10-28
Financial Futures Ltd Liability Co.
283,765$16.0M5.9%ETFLowBrielle, NJ2026-10-13
Wealthcare Advisory Partners LLC
273,771$15.4M0.3%ETFLowWest Chester, PA2026-10-21
Apella Capital, LLC
269,510$15.2M0.2%ETFVery LowWest Hartford, CT2026-10-08
Creative Planning
266,978$15.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Appleton Partners Inc
265,571$14.9K0.0%GrowthLowBoston, MA2026-10-30
SBI Securities Co., Ltd.
263,565$14.8M0.3%Agg GrowthLowTokyo, Mexico2026-10-22
Fagan Associates, Inc.
261,279$14.7M1.7%GrowthLowTroy, NY2026-10-13
Prentice Wealth Management LLC
258,768$14.5M3.0%ETFLowRochester, NY2026-10-20
Kingswood Wealth Advisors, LLC
258,660$14.5M0.6%GrowthLowSan Diego, CA2026-10-23
Magnus Financial Group LLC
258,351$14.5M1.0%ETFLowNew York, NY2026-10-21
Indivisible Partners
255,524$14.4M0.7%GrowthMediumClearwater, FL2026-10-26
Floyd Financial Group LLC
249,353$14.2M8.9%GrowthMediumSpringfield, MO2026-10-28
Signature Wealth Management Partners, LLC
249,162$14.0M6.0%GrowthVery LowMontvale, NJ2026-10-21
Patten & Patten Inc
247,803$13.9M0.7%CoreLowChattanooga, TN2026-10-26
AdvisorNet Financial, Inc
240,504$13.7M0.6%ETFLowMinnetonka, MN2026-10-15
Fifth Third Securities, Inc.
234,652$13.2M0.7%ETFLowCincinnati, OH2026-10-21
Decker Retirement Planning Inc.
229,723$12.9M4.3%Agg GrowthVery HighLevi, UT2026-10-19
Wedbush Securities Inc
227,730$12.8K0.0%CoreLowPasadena, CA2026-10-22
Global Wealth Management Investment Advisory, Inc.
224,966$12.6M1.7%CoreLowFort Lauderdale, FL2026-11-04
IVC Wealth Advisors LLC
224,548$12.6M5.1%GrowthLowSilverdale, PA2026-10-23
St. Clair Advisors, LLC
219,956$12.4M3.1%ETFLowMayfield Hts, OH2026-10-13
Power Wealth Management LLC
215,532$12.1M4.1%ETFLowAlpharetta, GA2026-10-27
Financial Guidance Group, Inc.
214,667$12.1M4.3%ETFVery LowPalm Harbor, FL2026-10-21
Dynamic Advisor Solutions LLC
209,158$11.8M0.3%ETFLowPhoenix, AZ2026-10-13
TD Waterhouse Canada Inc.
203,108$11.4M0.0%CoreLowToronto, Australia2026-10-16
Mechanics Bank Trust Department
199,068$11.2M1.4%CoreLowWalnut Creek, CA2026-10-13
ADG Wealth Management Group, LLC
196,772$11.1M6.9%ETFVery LowMetairie, LA2026-10-23
Rooted Wealth Advisors, Inc.
195,739$11.1M2.7%ETFLowBourbonnais, IL2026-11-03
First Hawaiian Bank
192,819$10.8M1.3%ETFVery LowHonolulu, HI2026-10-14
Cassia Capital Partners, LLC
192,531$10.8M5.2%ETFLowWinston Salem, NC2026-11-04
MBA Advisors LLC
192,407$10.8M3.5%ETFLowHermitage, PA2026-10-29
Ashurst Perkins Coie Trust Co
190,470$10.7M1.7%CoreVery LowSeattle, WA2026-10-15
MGO One Seven LLC
188,166$10.6M0.2%GrowthLowBeachwood, OH2026-10-28
Edgemoor Investment Advisors, Inc.
186,164$10.5M0.7%CoreVery LowBethesda, MD2026-11-03
Fermata Advisors, LLC
185,394$10.4M2.0%ETFLowSonoma, CA2026-10-13
Global Assets Advisory, LLC
183,969$10.4M2.3%GrowthHighOrlando, FL2026-10-28
Montis Financial, LLC
183,242$10.3M2.1%ETFLowWaltham, MA2026-11-04
Cambridge Advisors Inc.
182,373$10.3M1.8%ETFVery LowOmaha, NE2026-10-19
Integrity Wealth Partners, LLC
179,860$10.1M7.8%ETFN/AWalnut Creek, CA2026-10-14
Hunter Associates Investment Management LLC
178,116$10.0K0.0%CoreLowPittsburgh, PA2026-10-26
Courier Capital LLC
176,960$9.9M0.5%ETFLowBuffalo, NY2026-10-19
Allen Capital Group, LLC
176,444$9.9M0.8%CoreLowGrand Island, NE2026-10-27
Eastern Bank
171,764$9.7M0.1%GrowthMediumBoston, MA2026-10-05
Koshinski Asset Management, Inc.
171,303$9.6M0.5%ETFLowDecatur, IL2026-10-29
Integrity Alliance, Llc.
170,707$9.6M0.3%ETFMediumUrbandale, IA2026-10-29
Smart Wealth LLC
169,991$9.6M1.9%ETFHighOmaha, NE2026-11-04
Soltis Investment Advisors LLC
169,947$9.6M0.4%CoreMediumSt. George, UT2026-10-28
Scott Capital Advisors, LLC
168,595$9.5M1.4%ETFVery LowPortland, OR2026-10-13
DeDora Capital, Inc.
165,861$9.3M2.1%ETFVery LowNapa, CA2026-10-26
Independent Financial Group, LLC
165,782$9.3M0.2%GrowthLowSan Diego, CA2026-10-13
Curtis Advisory Group, LLC
165,745$9.3M1.7%ETFLowSanta Barbara, CA2026-10-28
Oasis Advisors, LLC
162,867$9.2M3.8%ETFMediumForest City, IA2026-10-16
Assetmark, Inc
159,129$8.9M0.0%ETFLowConcord, CA2026-10-21
Patriot Financial Group Insurance Agency, LLC
159,083$8.9M0.9%GrowthLowWalpole, MA2026-10-14
Choreo, LLC
157,775$8.9M0.1%IndexLowRockford, IL2026-10-28
Fairway Wealth LLC
157,217$8.8M1.9%ETFLowIndependence, OH2026-10-30
Sulzberger Capital Advisors, Inc.
155,302$8.7M8.7%GrowthLowMiami, FL2026-10-20
Sterling Investment Advisors, Ltd.
152,628$8.6M1.4%GrowthLowBerwyn, PA2026-10-27
MCF Advisors LLC
152,389$8.6M0.3%ETFLowLexington, KY2026-10-28
Sigma Planning Corp
149,812$8.4M0.2%GrowthMediumAnn Arbor, MI2026-10-23
Wincap Financial LLC
147,441$8.3M4.5%CoreLowBoston, MA2026-10-20
High Net Worth Advisory Group LLC
147,195$8.3M1.7%ETFVery LowNaples, FL2026-10-26
Krilogy Financial LLC
143,433$8.2M0.2%GrowthLowSt. Louis, MO2026-10-13
International Assets Investment Management, LLC
141,282$7.9M0.5%CoreVery HighOrlando, FL2026-11-02
Fiduciary Family Office, LLC
140,552$7.9M1.8%GrowthLowBoca Raton, FL2026-11-04
KFG Wealth Management, LLC
137,191$7.7M0.8%ETFMediumGranger, IN2026-10-16
NWF Advisory Services Inc.
133,510$7.5M0.7%GARPLowLos Angeles, CA2026-10-19
Capital Advisors Wealth Management, LLC
131,738$7.4M0.8%ETFLowYakima, WA2026-10-09
EverSource Wealth Advisors, LLC
130,585$7.3M0.2%CoreMediumBirmingham, AL2026-11-04
Beam Wealth Advisors, Inc.
129,871$7.3M1.6%ETFMediumCovington, LA2026-11-03
StrongBox Wealth, LLC
128,885$7.2M1.9%GrowthLowLee'S Summit, MO2026-11-02
Axxcess Wealth Management, LLC
126,783$7.1M0.3%CoreLowCarlsbad, CA2026-10-21
New England Private Wealth Advisors LLC
125,574$7.1M0.7%ETFVery LowWellesley, MA2026-10-19
B.A. Schrock Wealth Management, Inc.
123,828$6.9M2.5%GARPN/AWadsworth, OH2026-10-15
Leelyn Smith, LLC
122,908$6.9M0.8%GrowthLowGeneva, IL2026-11-03
TD Private Client Wealth LLC
121,154$6.8M0.1%ETFLowNew York, NY2026-10-28
Mayfair Advisory Group, LLC
120,396$6.8M2.0%ETFLowBirmingham, AL2026-10-20
Aureum Wealth Management, LLC
119,393$6.7M4.1%ETFLowNorth Palm Beach, FL2026-10-15
Investment Partners Asset Management, Inc.
117,538$6.6M3.6%CoreLowMetuchen, NJ2026-10-09
Three Magnolias Financial Advisors, LLC
116,984$6.6M3.9%ETFLowWinston-Salem, NC2026-10-14
Penney Financial, LLC
115,965$6.5M1.9%ETFMediumHouston, TX2026-10-20
Nova Financial LLC
115,943$6.5M2.7%N/AN/ATucson, AZ2026-11-04
J. Team Financial, Inc.
115,754$6.5M5.7%CoreMediumAbilene, TX2026-11-03
Lebenthal Global Advisors, LLC
115,537$6.5M0.9%ETFMediumHauppauge, NY2026-10-28
KMG Fiduciary Partners, LLC
114,739$6.5M0.6%GrowthLowToledo, OH2026-10-14
HBW Advisory Services LLC
114,351$6.4M0.6%ETFMediumSimi Valley, CA2026-10-15
Avior Wealth Management, LLC
113,425$6.4M0.2%ETFMediumOmaha, NE2026-10-13
Wealth Enhancement Trust Services, Inc.
113,139$6.4M0.7%GrowthMediumSioux Falls, SD2026-10-07
Community Financial Services Group, LLC
112,973$6.3M1.0%GrowthLowNewport, VT2026-10-15
Merkkuri Wealth Advisors LLC
111,932$6.3M3.9%ETFMediumHicksville, NY2026-11-03
Selective Wealth Management, Inc.
111,863$6.4M1.5%ETFLowForest, VA2026-10-16
Mission Wealth Management, LP
111,252$6.3M0.1%ETFLowSanta Barbara, CA2026-10-15
Vise Technologies, Inc.
110,708$6.2M0.1%IndexLowNew York, NY2026-10-29
Blue Water Asset Management
110,009$6.2M2.0%ETFLowGrand Rapids, MI2026-11-04
Lake Street Private Wealth, LLC
108,824$6.1M0.7%GrowthLowChicago, IL2026-10-22
SeaCrest Wealth Management, LLC
108,713$6.1M0.7%GrowthLowPurchase, NY2026-10-21
Vivid Wealth Management, LLC
108,112$6.1M2.2%GrowthLowWest Des Moines, IA2026-10-27
B. Riley Wealth Advisors, Inc.
107,896$6.1M0.2%GrowthLowMemphis, TN2026-10-13
Asset Allocation Strategies LLC
107,770$6.1M0.9%ETFMediumFarmington, MI2026-10-20
S&A Financial Services, Inc.
107,414$6.0M3.7%ETFN/AOverland Park, KS2026-11-03
Milestone Asset Management, LLC
107,269$6.0M1.0%GrowthHighPittsburgh, PA2026-10-15
Eagle Bluffs Wealth Management LLC
106,447$6.0M2.1%GARPVery LowColumbia, MO2026-10-20
Spire Wealth Management
104,054$5.8M0.2%GrowthMediumMclean, VA2026-10-30
Vavra Capital Management, LLC
104,041$5.8M5.1%ETFLowCollegeville, PA2026-10-14
Focused Wealth Management, Inc
104,026$5.8M0.5%ETFLowNewburgh, NY2026-10-30
Saxony Capital Management, LLC
103,725$5.8M2.5%ETFMediumSt. Louis, MO2026-10-15
Intrua Financial, LLC
103,535$5.8M0.5%ETFMediumHouston, TX2026-10-28
Bauman Advisory Group, LLC
103,461$5.8M2.9%ETFMediumLas Vegas, NV2026-10-29
Aprio Wealth Management, LLC
102,843$5.8M0.3%ETFMediumAtlanta, GA2026-10-28
Perigon Wealth Management, LLC
101,235$5.7M0.1%GrowthLowSan Francisco, CA2026-10-22
Base Wealth Management LLC
98,846$5.6M2.5%ETFMediumLakewood Ranch, FL2026-10-21
Claro Advisors Inc.
98,793$5.6M0.5%CoreLowBoston, MA2026-11-02
Joseph P. Lucia & Associates, LLC
98,637$5.5M1.6%ETFVery LowYorktown Heights, NY2026-10-30
Cullen T Bankers, Inc.
97,976$5.5M0.1%GrowthLowSan Antonio, TX2026-10-28
Centurion Wealth Management LLC
97,802$5.5M1.3%ETFMediumMclean, VA2026-10-13
Thrive Capital Management, LLC
97,719$5.5M1.0%CoreMediumFort Washington, PA2026-10-28
Sowell Financial Services LLC
97,377$5.5M0.2%CoreLowNorth Little Rock, AR2026-10-23
Snider Financial Group
97,334$5.5M1.3%GrowthLowBellevue, WA2026-10-16
Diversify Wealth Management, LLC
95,906$5.5M0.1%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
95,906$5.5M0.1%GrowthLowSandy, UT2026-10-20
Stonebridge Financial Group, LLC
95,011$5.3M0.4%ETFMediumWormleysburg, PA2026-10-01
Clark Wealth Partners
94,336$5.3M2.8%ETFVery LowO'Fallon, IL2026-10-19
Kingstone Capital Partners Texas, LLC
91,704$5.2M2.6%GrowthLowFrisco, TX2026-11-03
Ulland Investment Advisors, LLC
91,673$5.2K0.0%GrowthVery LowMinneapolis, MN2026-10-13
Retirement Guys Formula LLC
90,036$5.1M1.9%CoreMediumMaumee, OH2026-10-26
Childress Capital Advisors, LLC
89,957$5.1M0.8%GARPMediumHouston, TX2026-10-28
Integrated Financial Solutions, Inc.
89,295$5.0M2.6%Agg GrowthLowReston, VA2026-10-09
Flagstar Securities, Inc
89,080$5.0M1.5%ETFVery LowNew York, NY2026-10-15
RDA Financial Network
89,036$5.0M1.1%GrowthMediumAkron, IA2026-10-15
Visionary Wealth Advisors
85,634$4.8M0.2%ETFLowO'Fallon, IL2026-11-04
4Wealth Advisors, Inc.
85,556$4.8M3.3%ETFMediumBurr Ridge, IL2026-10-13
SkyOak Wealth, LLC
85,326$4.8M0.8%ETFLowSouthfield, MI2026-10-28
Forvis Mazars Wealth Advisors, LLC
85,204$4.8M0.1%ETFVery LowSpringfield, MO2026-10-13
Henderson Brothers Financial Partners, LLC
84,916$4.8M1.7%ETFN/APittsburgh, PA2026-11-03
Silverlake Wealth Management LLC
84,856$4.8M0.9%ETFLowWilliston, VT2026-10-21
Park Avenue Securities LLC
83,068$4.7K0.0%ETFMediumNew York, NY2026-10-26
Windsor Capital Management, LLC
81,345$4.6M1.2%ETFVery LowPhoenix, AZ2026-10-13
Weinberger Asset Management, Inc
80,422$4.5M1.4%ETFVery LowLos Angeles, CA2026-10-28
Kennedy Investment Group, Inc.
80,292$4.5M1.5%GrowthLowWest Deptford, NJ2026-10-21
IFP Advisors, Inc
80,266$4.5M0.1%GrowthLowTampa, FL2026-10-16
JSF Financial, LLC
79,565$4.5M0.7%ETFMediumLos Angeles, CA2026-10-22
Solutions 4 Wealth, Ltd
79,291$4.5M5.4%ETFMediumSouthlake, TX2026-11-03
Daymark Wealth Partners, LLC
79,190$4.5M0.1%CoreLowCincinnati, OH2026-11-04
TrustBank
78,710$4.4M1.4%ETFVery LowOlney, IL2026-10-20
LongView Wealth Management
78,654$4.4M1.1%ETFLowAtlanta, GA2026-10-19
Onyx Bridge Wealth Group LLC
78,501$4.4M0.4%ETFMediumTarrytown, NY2026-10-16
Capstone Wealth Management Group, Inc.
77,503$4.4M2.6%GrowthN/ABend, OR2026-10-19
Semus Wealth Partners LLC
76,872$4.3M2.0%GrowthLowBoca Raton, FL2026-10-22
M.E. Allison & Co., Inc.
76,517$4.3M2.4%CoreLowSan Antonio, TX2026-10-09
Armstrong Advisory Group, Inc
76,338$4.3M0.3%ETFHighNeedham, MA2026-10-09
21 West Wealth Management LLC
75,732$4.3M3.7%ETFLowTustin, CA2026-10-13
Marino, Stram & Associates LLC
75,061$4.2M0.7%ETFVery LowBraintree, MA2026-10-22
AlphaStar Capital Management, LLC
74,784$4.2M0.3%ETFMediumCornelius, NC2026-10-16
RFG Advisory, LLC
74,146$4.2M0.1%ETFMediumBirmingham, AL2026-11-03
SAX Wealth Advisors, LLC
72,959$4.1M0.1%ETFVery LowParsippany, NJ2026-10-13
Princeton Global Asset Management LLC
72,528$4.1M0.6%GrowthLowPrinceton, NJ2026-10-21
Signal Advisors Wealth, LLC
72,160$4.1M0.2%ETFLowDetroit, MI2026-10-13
Nfsg Corp
71,230$4.0M0.5%Agg GrowthMediumBoca Raton, FL2026-10-15
Ignite Planners, LLC
69,983$3.9M0.5%CoreLowSan Clemente, CA2026-10-14
AlphaCore Capital LLC
68,472$3.8M0.1%ETFLowLa Jolla, CA2026-11-04
Grantvest Financial Group LLC
67,755$3.8M2.2%ETFLowMatawan, NJ2026-10-21
Register Financial Advisors LLC
66,868$3.8M1.2%GARPLowAtlanta, GA2026-10-23
Private Client Services, LLC
65,708$3.7M1.0%ETFMediumLouisville, KY2026-10-02
Redmond Asset Management, LLC
65,350$3.7M1.1%CoreLowHenrico, VA2026-10-27
Taylor Securities Services, Inc.
64,835$3.6M1.5%ETFLowHarrisburg, PA2026-10-20
J2 Capital Management Inc
64,511$3.6M2.3%ETFHighTroy, MI2026-10-19
Herold Advisors, Inc.
64,424$3.6M0.7%CoreLowNew York, NY2026-10-19
Summit Wealth Group LLC / Co
64,316$3.6M0.2%ETFHighColorado Springs, CO2026-10-29
BG Investment Services, LLC
63,593$3.6M0.5%GrowthVery LowHagatna, GU2026-10-23
Elevation Point Wealth Partners, LLC
63,346$3.6M0.1%CoreHighDenver, CO2026-11-05
Interchange Capital Partners, LLC
62,365$3.5M0.6%GrowthLowPittsburgh, PA2026-10-28
Clarity Wealth Advisors, LLC
62,340$3.5M0.6%ETFVery LowSan Jose, CA2026-10-21
Chapin Davis, Inc.
62,050$3.5M0.7%GrowthHighBaltimore, MD2026-10-09
Fortress Financial Solutions, LLC
62,048$3.5M3.0%ETFLowTucson, AZ2026-10-14
Foresight Capital Management Advisors, Inc.
61,607$3.5M1.7%CoreMediumSaline, MI2026-10-27
Evermay Wealth Management LLC
61,454$3.5M0.3%ETFLowArlington, VA2026-11-05
Financial Management Network Inc
61,202$3.4M0.5%ETFLowMission Viejo, CA2026-10-09
Focus Financial Network, Inc.
61,115$3.4M0.1%ETFLowMinneapolis, MN2026-10-14
Centennial Advisors, LLC
61,106$3.4M4.1%ETFHighAustin, TX2026-10-21
Parsons Capital Management Inc
60,009$3.4M0.1%CoreLowProvidence, RI2026-10-28
Atria Investments, Inc
59,747$3.4M0.0%CoreMediumCharlotte, NC2026-10-15
Innovative Wealth Building LLC
59,378$3.3M1.8%ETFVery LowCalifornia, MD2026-10-14
Tempus Wealth Planning, LLC
58,458$3.3M0.6%ETFMediumIrvine, CA2026-10-14
M Holdings Securities, Inc.
58,221$3.3K0.0%ETFHighPortland, OR2026-11-03
LJI Wealth Management, LLC
57,697$3.2M0.5%ETFLowIndianapolis, IN2026-10-28
Cap Partners, LLC
57,166$3.2M1.5%ETFLowFranklin, TN2026-10-19
Lewis Asset Management, LLC
57,148$3.2M1.1%GrowthLowLafayette, CA2026-10-14
First Premier Bank
56,290$3.2K0.0%CoreVery LowSioux Falls, SD2026-10-13
Independent Wealth Network Inc.
55,372$3.1M0.8%ETFMediumUrbandale, IA2026-10-19
LexAurum Advisors, LLC
54,556$3.1M0.3%ETFLowOverland Park, KS2026-10-19
Ellis Investment Partners, LLC
54,471$3.1M0.5%ETFLowBerwyn, PA2026-10-21
Studio Investment Management LLC
54,263$3.1M0.5%ETFLowChicago, IL2026-10-22
San Luis Wealth Advisors LLC
52,982$3.0M0.4%CoreMediumSan Luis Obispo, CA2026-10-27
Principle Wealth Partners LLC
52,821$3.0M0.1%CoreVery LowMadison, CT2026-11-02
Highline Wealth Partners LLC
52,818$3.0M0.6%ETFMediumSherman Oaks, CA2026-10-19
Farmers & Merchants Trust Co of Chambersburg PA
52,724$3.0K0.0%GARPLowChambersburg, PA2026-10-14
Avidian Wealth Enterprises, LLC
52,626$3.0M0.1%ETFLowHouston, TX2026-10-08
Alterna Wealth Management, Inc
52,450$2.9M1.6%ETFMediumHouston, TX2026-10-27
Golden State Wealth Management, LLC
52,324$2.9M0.3%ETFMediumSanta Ana, CA2026-11-02
United Advisor Group, LLC
52,145$2.9M0.3%ETFLowCincinnati, OH2026-11-03
Keeler Thomas Management LLC
51,709$2.9M1.1%CoreHighOrem, UT2026-10-29
Verdence Capital Advisors LLC
51,598$2.9M0.1%CoreMediumHunt Valley, MD2026-10-26
Ring Mountain Capital, LLC
51,268$2.9M1.2%GrowthVery LowTiburon, CA2026-10-13
Citizens Financial Group Inc
50,911$2.9M0.0%GrowthLowProvidence, RI2026-10-23
Titleist Asset Management, LLC
50,876$2.9M0.2%ETFLowSan Antonio, TX2026-10-08
FMA Wealth Management, LLC
49,976$2.8M1.8%ETFVery LowDuxbury, MA2026-10-21
Ehrlich Financial Group
49,635$2.8M1.4%ETFHighLaguna Niguel, CA2026-10-20
Ascentis Independent Advisors
49,241$2.8M0.2%ETFLowDallas, TX2026-11-03
TrueWealth Advisors, LLC
48,917$2.8M0.6%ETFMediumBirmingham, AL2026-10-09
Integras Partners LLC
48,553$2.7M1.5%CoreLowAlpharetta, GA2026-10-30
Guardian Financial Partners, LLC
48,461$2.7M1.0%ETFLowOrange, CA2026-11-04
Teamwork Financial Advisors, LLC
48,244$2.7M0.3%GrowthHighSan Antonio, TX2026-10-19
Guilbault Capital LLC
47,941$2.7M2.6%ETFMediumMetairie, LA2026-10-28
Sage Capital Management, LLC
47,815$2.7M1.0%ETFLowStockton, NJ2026-10-20
PFG Advisors
47,775$2.7M0.1%ETFMediumPhoenix, AZ2026-10-16
CoreCap Advisors, LLC
47,338$2.7M0.1%ETFMediumSouthfield, MI2026-10-08
Worth Asset Management, LLC
47,293$2.7M0.8%ETFHighDallas, TX2026-10-07
Fragasso Financial Advisors Inc
47,176$2.7M0.1%ETFLowSewickley, PA2026-10-13
Legacy Private Trust Co.
46,277$2.6M0.1%ETFLowNeenah, WI2026-10-06
Bell Bank
46,242$2.6M0.1%ETFLowFargo, ND2026-10-21
Rahlfs Capital, LLC
46,197$2.6M1.7%CoreLowLake Kiowa, TX2026-10-23
Red Mountain Financial, LLC
46,196$2.6M2.2%ETFLowFort Collins, CO2026-11-03
Heritage Wealth Management, Inc.
45,835$2.6M0.6%CoreLowCincinnati, OH2026-10-28
Redhawk Wealth Advisors, Inc.
45,734$2.6M0.3%ETFHighMinneapolis, MN2026-10-14
GFS Advisors, LLC
45,680$2.6M0.3%CoreLowHouston, TX2026-11-03
Plan Group Financial, LLC
45,666$2.6M0.5%ETFMediumOklahoma City, OK2026-10-22
Harbor Investment Advisory, LLC
45,363$2.6M0.2%GrowthLowLutherville, MD2026-10-13
Tompkins Financial Corp
45,131$2.5M0.2%CoreLowIthaca, NY2026-10-05
Benchmark Financial, LLC
45,035$2.5M1.9%ETFVery LowWilmington, DE2026-10-16
Procyon Advisors, LLC
44,901$2.5M0.1%CoreVery LowShelton, CT2026-10-21
Triumph Capital Management
44,890$2.5M0.4%ETFMediumDenver, CO2026-10-14
4J Wealth Management LLC
44,486$2.5M1.2%ETFMediumMclean, VA2026-11-02
Mcdonald Partners LLC
44,376$2.5M0.6%CoreLowCleveland, OH2026-11-03
Kelly Financial Services LLC
43,942$2.5M0.5%ETFMediumBraintree, MA2026-10-20
3Edge Asset Management, LP
43,420$2.4M0.1%ETFMediumNaples, FL2026-10-30
Rockport Wealth LLC
43,181$2.4M0.4%ETFMediumFairview Park, OH2026-11-03
Prevail Innovative Wealth Advisors, LLC
43,118$2.4M0.3%CoreVery HighLeawood, KS2026-10-20
Ergawealth Advisors, Inc.
43,066$2.4M1.0%ETFMediumOak Brook, IL2026-10-21
Ashton Thomas Private Wealth, LLC
42,982$2.4M0.0%CoreMediumScottsdale, AZ2026-11-03
Strategic Blueprint, LLC
42,547$2.4M0.1%ETFLowAtlanta, GA2026-10-22
Lanark Financial, Inc.
42,397$2.4M0.2%CoreMediumBirmingham, AL2026-10-26
Mosley Wealth Management
42,224$2.4M0.7%ETFHighAnaheim, CA2026-10-16
Arsenal Capital Advisors LLC
41,601$2.3M1.3%GrowthLowConshohocken, PA2026-11-02
Whipplewood Advisors, LLC
41,116$2.3M1.6%ETFLowLittleton, CO2026-10-20
Signature Estate & Investment Advisors LLC
40,962$2.3M0.0%ETFMediumLos Angeles, CA2026-10-13
J.Safra Asset Management Corp
40,656$2.3M0.1%ETFLowNew York, NY2026-11-03
Triton Wealth Management, Pllc
40,612$2.3M0.7%ETFMediumSun City, AZ2026-11-04
Simplicity Wealth,LLC
40,476$2.3M0.1%ETFLowSummit, NJ2026-10-23
Gill Capital Partners, LLC
40,167$2.3M0.6%ETFLowDenver, CO2026-10-13
PMG Family Office LLC
39,868$2.2M2.1%YieldVery LowPlano, TX2026-10-19
Whalen Wealth Management Inc.
39,414$2.2M0.9%GrowthHighLas Vegas, NV2026-10-08
Miramontes Capital, LLC
39,363$2.2M0.7%GrowthVery LowNewport, CA2026-10-19
Blue Trust, Inc.
38,816$2.2M0.0%ETFLowBrentwood, TN2026-10-15
Worth Financial Advisory Group, LLC
38,630$2.2M0.9%GrowthVery LowCharlotte, NC2026-10-19
Integrity Advisory Solutions, LLC
38,628$2.2M0.2%ETFMediumDallas, TX2026-10-29
Partners Wealth Management, LLC
38,565$2.2M0.2%CoreLowCarmel By The Sea, CA2026-10-28
Integrated Advisors Network LLC
37,937$2.1M0.1%GrowthMediumDallas, TX2026-10-20
Richmond Investment Services, LLC
37,813$2.1M0.7%ETFLowMequon, WI2026-10-29
Beaumont Financial Advisors, LLC
37,739$2.1M0.1%GrowthMediumNeedham, MA2026-10-22
Columbia Bank
37,563$2.1M0.5%GrowthLowLake Oswego, OR2026-10-29
Helium Advisors LLC
37,362$2.1M1.8%ETFLowVancouver, WA2026-10-23
Etesian Wealth Advisors, Inc.
37,210$2.1M0.6%ETFLowWest Linn, OR2026-10-27
Galvin, Gaustad & Stein, LLC
37,114$2.1M0.2%CoreMediumScottsdale, AZ2026-10-08
Patten Group, Inc.
36,461$2.0M0.3%CoreLowChattanooga, TN2026-10-26
SteelPeak Wealth, LLC
36,197$2.0M0.1%GrowthHighWoodland Hills, CA2026-10-16
IFS Advisors, LLC
36,141$2.0M0.6%ETFLowOverland Park, KS2026-10-14
Integral Investment Advisors, Inc.
36,049$2.0M0.4%ETFVery LowTurlock, CA2026-11-03
Bay Capital Advisors, LLC
35,989$2.0M1.1%ETFLowVirginia Beach, VA2026-10-16
Avestar Capital, LLC
35,957$2.0M0.2%GrowthLowNew York, NY2026-10-28
Boyum Wealth Architects LLC
35,901$2.0M0.8%ETFLowBloomington, MN2026-10-06
Walkner Condon Financial Advisors LLC
35,475$2.0M0.2%ETFLowVerona, WI2026-11-02
Frontier Asset Management, LLC
35,236$2.0M0.4%ETFLowSheridan, WY2026-10-28
Simplex Trading, LLC
34,787$2.0M0.0%CoreVery HighChicago, IL2026-11-04
Sheets Smith Wealth Management
34,191$1.9M0.2%CoreLowWinston-Salem, NC2026-10-16
Somerset Trust Co
34,184$1.9M0.5%CoreVery LowSomerset, PA2026-10-13
Seek First Inc.
33,974$1.9M1.2%ETFLowCampbell, CA2026-10-27
PDS Planning, Inc
33,868$1.9M0.1%IndexVery LowDublin, OH2026-11-03
Tucker Asset Management LLC
33,833$1.9M0.5%ETFMediumLittleton, CO2026-10-29
Wealth Effects LLC
33,819$1.9M0.5%GrowthLowBoston, MA2026-10-23
BKM Wealth Management, LLC
33,694$1.9M0.6%GrowthLowBrookfield, WI2026-10-22
Nordwand Advisors, LLC
32,240$1.8M0.3%CoreLowRadnor, PA2026-11-05
Mlp3, LLC
32,129$1.8M1.6%CoreVery LowLinwood, NJ2026-10-22
Smallwood Wealth Investment Management, LLC
31,931$1.8M0.8%ETFVery LowRed Bank, NJ2026-10-30
Gables Capital Management Inc.
31,564$1.8M0.7%GrowthVery LowMiami, FL2026-11-04
SFE Investment Counsel
30,872$1.7M0.2%CoreLowLos Angeles, CA2026-10-29
Provenance Wealth Advisors, LLC
30,606$1.7M0.1%ETFLowFort Lauderdale, FL2026-10-30
GC Wealth Management RIA, LLC
30,566$1.7M0.1%GrowthMediumCambridge, MA2026-11-02
Main Line Retirement Advisors, LLC
30,533$1.7M0.8%ETFLowWhitefish, MT2026-10-14
Post Resch Tallon Group Inc.
30,440$1.7M1.2%ETFLowPittsford, NY2026-10-09
Purus Wealth Management, LLC
30,285$1.7M0.5%Agg GrowthVery LowNewport Beach, CA2026-10-15
Perryman Financial Advisory Inc
30,270$1.7M0.2%GrowthVery LowDallas, TX2026-10-16
Concord Wealth Partners
29,919$1.7M0.2%GrowthLowAbingdon, VA2026-11-02
Sound Income Strategies, LLC
29,890$1.7M0.1%YieldMediumFt Lauderdale, FL2026-10-09
First Horizon Corp
29,818$1.7M0.1%CoreLowMemphis, TN2026-10-26
Spinnaker Investment Group, LLC
29,700$1.7M0.3%ETFLowNewport Beach, CA2026-10-13
OpenArc Corporate Advisory, LLC
29,683$1.7M0.0%GrowthLowAtlanta, GA2026-10-21
Sagespring Wealth Partners, LLC
29,658$1.7M0.0%ETFLowFranklin, TN2026-10-22
Sovran Advisors, LLC
29,563$1.7M0.1%ETFMediumSan Diego, CA2026-11-02
Verus Capital Partners, LLC
29,560$1.7M0.1%GrowthLowScottsdale, AZ2026-11-03
Means Investment Co., Inc.
29,346$1.6M0.1%GrowthVery LowBangor, ME2026-11-03
Frederick Financial Consultants, LLC
29,155$1.6M0.7%ETFVery LowFrederick, MD2026-10-29
Prosperitas Financial LLC
29,011$1.6M0.5%GrowthLowValencia, CA2026-10-28
Websterrogers Financial Advisors, LLC
28,958$1.6M0.4%ETFVery LowFlorence, SC2026-11-02
StoneX Group Inc.
28,465$1.6M0.1%ETFMediumNew York, NY2026-11-03
Howard Wealth Management, LLC
27,823$1.6M0.6%ETFVery LowMadison, CT2026-10-28
Sloy Dahl & Holst, LLC
27,806$1.6M0.2%Agg GrowthVery LowVancouver, WA2026-10-14
Cyndeo Wealth Partners, LLC
27,668$1.6M0.1%CoreMediumSt. Petersburg, FL2026-10-16
DB&C Advisors, LLC
27,583$1.6M1.6%GrowthVery LowHolland, MI2026-10-26
Raab & Moskowitz Asset Management LLC
27,515$1.5M0.3%CoreLowChatham, NJ2026-11-02
Retirement Planning Group, LLC
27,498$1.5M0.0%ETFVery LowLeawood, KS2026-10-19
Markowski Investments
27,260$1.5M0.3%ETFN/ATampa, FL2026-10-30
Grant Private Wealth Management Inc
26,988$1.5M0.7%GrowthMediumPleasanton, CA2026-10-19
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
26,688$1.5M0.1%ETFMediumWestlake, OH2026-10-14
XML Financial, LLC
26,336$1.5M0.1%ETFLowBethesda, MD2026-10-29
Milestone Asset Management Group, LLC
26,185$1.5M0.7%ETFVery LowAvon, CT2026-10-20
PKS Advisory Services, LLC
26,136$1.5M0.2%ETFMediumAlbany, NY2026-10-26
Orgel Wealth Management, LLC
25,907$1.5M0.0%ETFMediumAltoona, WI2026-10-14
Shum Financial Group, Inc.
25,204$1.4M0.8%GrowthVery LowAlameda, CA2026-10-13
Clear Creek Financial Management, LLC
24,872$1.4M0.1%ETFMediumSilverdale, WA2026-10-28
Brown Miller Wealth Management, LLC
24,736$1.4M0.3%GrowthLowMclean, VA2026-11-02
Cascade Investment Group, Inc.
24,643$1.4M0.8%CoreLowColorado Springs, CO2026-10-13
Optima Capital LLC
24,371$1.4M0.5%ETFHighPortland, OR2026-10-29
Murphy & Mullick Capital Management Corp
24,356$1.4M0.8%GrowthLowSmithtown, NY2026-11-02
Paradigm, Strategies in Wealth Management, LLC
24,250$1.4M0.9%ETFLowMaple Grove, MN2026-10-16
Unique Wealth, LLC
24,232$1.4M0.2%ETFMediumTampa, FL2026-10-16
Matisse Capital
23,821$1.3M0.5%ValueMediumPortland, OR2026-10-29
Mccarter Private Wealth Services LLC
23,715$1.3M0.5%CoreLowBoston, MA2026-10-22
Apollon Financial, LLC
23,607$1.3M0.2%ETFVery LowMount Pleasant, SC2026-10-23
Columbia Advisory Partners LLC
23,334$1.3M0.7%ETFMediumSpokane, WA2026-10-15
Code Waechter LLC
23,157$1.3M0.6%ETFLowTampa, FL2026-10-23
Pacific Park Financial, Inc.
23,136$1.3M0.8%ETFMediumLagina Hills, CA2026-10-13
Tcfg Investment Advisors, LLC
23,085$1.3M0.4%GrowthMediumLaguna Niguel, CA2026-10-20
Trueblood Wealth Management, LLC
22,751$1.3M0.5%CoreLowLima, OH2026-10-23
Fiduciary Financial Group, LLC
22,708$1.3M0.1%ETFLowSan Rafael, CA2026-10-13
Rose Capital Advisors LLC
22,656$1.3M0.3%ETFN/AMiami Beach, FL2026-11-04
Strategic Advisors LLC
22,653$1.3M0.3%GrowthLowNew York, NY2026-10-13
D'Orazio & Associates, Inc.
22,386$1.3M0.1%ETFLowVienna, VA2026-11-04
Meridian Financial Advisors, LLC
22,123$1.2M0.6%ETFVery LowHolliston, MA2026-10-14
Founders Financial Securities LLC
21,936$1.2M0.1%ETFMediumTowson, MD2026-10-28
Cpwa, LLC
21,876$1.2M1.4%GrowthN/AHood River, OR2026-11-04
Pegasus Asset Management, Inc.
21,815$1.2M0.3%GrowthLowMorristown, NJ2026-11-03
Kestra Investment Management, LLC
21,712$1.2M0.0%ETFMediumAustin, TX2026-11-04
Elevation Wealth Management LLC
21,464$1.2M0.8%Agg GrowthLowEden Prairie, MN2026-11-02
Soundwatch Capital LLC
21,447$1.2M0.1%ETFVery LowDallas, TX2026-11-04
Platform Technology Partners
21,040$1.2M0.2%CoreVery LowLocust Valley, NY2026-11-02
Wealthcare Capital Partners, LLC
20,873$1.2M0.5%ETFLowWest Chester, PA2026-10-21
Argyle Capital Partners, LLC
20,714$1.2M0.7%CoreLowLos Angeles, CA2026-10-23
Tritonpoint Wealth, LLC
20,699$1.2M0.1%CoreLowChevy Chase, MD2026-10-19
CPC Advisors, LLC
20,654$1.2M0.2%ETFMediumAtlanta, GA2026-10-21
Frank, Rimerman Advisors LLC
20,363$1.1M0.1%GrowthLowPalo Alto, CA2026-10-16
CGN Advisors LLC
20,269$1.1M0.1%ETFLowManhattan, KS2026-10-21
Wealth Dimensions Group, Ltd.
20,252$1.1M0.2%ETFLowCincinnati, OH2026-11-02
Summit Financial Wealth Advisors, LLC
19,987$1.1M0.1%ETFLowLafayette, LA2026-10-15
NBT Bank, N.A.
19,793$1.1M0.1%CoreLowNorwich, NY2026-10-21
Sanders Morris Harris LLC
19,714$1.1M0.1%GARPLowHouston, TX2026-10-14
Sage Financial Group Inc
19,669$1.1M0.1%ETFVery LowW. Conshohocken, PA2026-10-27
Verity Asset Management, Inc.
19,490$1.1M0.4%CoreMediumDurham, NC2026-10-30
Maia Wealth LLC
19,330$1.1M0.1%ETFMediumDenver, CO2026-10-19
Westbourne Investment Advisors, Inc.
19,100$1.1M0.3%GARPLowAnnapolis, MD2026-10-20
Armor Investment Advisors, LLC
18,810$1.1M0.3%ETFLowRaleigh, NC2026-10-27
Certior Financial Group, LLC
18,772$1.1M0.6%ETFMediumKing Of Prussia, PA2026-10-19
ERn Financial, LLC
18,711$1.1M0.2%ETFVery LowMiddleton, WI2026-10-28
Alliance Wealth Advisors, LLC
18,659$1.0M0.2%ETFHighCenterville, UT2026-10-28
Private Trust Co NA
18,617$1.0M0.1%CoreLowCleveland, OH2026-10-20
Forteris Wealth Management Inc.
18,268$1.0M0.8%ETFVery LowArmonk, NY2026-10-13
Shepherd Financial Partners LLC
18,266$1.0M0.1%ETFLowWinchester, MA2026-11-03
Financial Security Advisor, Inc.
18,265$1.0M0.2%CoreLowVirginia Beach, VA2026-11-03
Washington Trust Co
17,760$998.5K0.0%GrowthVery LowWesterly, RI2026-10-22
XY Planning Network, Inc.
17,730$996.8K0.1%ETFLowBozeman, MT2026-10-14
Strategic Family Wealth Counselors, L.L.C.
17,669$993.4K0.2%ETFVery LowFairfield, NJ2026-10-29
Millennium Capital Advisors, LLC
17,560$987.2K0.5%GrowthLowLittle Rock, AR2026-10-16
Resonant Capital Advisors, LLC
17,531$985.6K0.0%ETFLowMadison, WI2026-10-15
Aviance Capital Partners, LLC
17,333$974.5K0.1%CoreLowNaples, FL2026-10-29
Cora Capital Advisors LLC
17,324$974.0K0.3%ETFLowMarlton, NJ2026-11-02
First Heartland Consultants, Inc.
17,301$972.7K0.1%ETFMediumLake St. Louis, MO2026-10-08
Winebrenner Capital Management LLC
17,195$966.7K0.6%ETFLowLouisville, KY2026-10-07
TPG Advisors LLC
17,061$959.2K0.5%ETFVery LowNorthfield, IL2026-10-16
Private Wealth Partners, LLC
17,001$955.8K0.1%GrowthLowMill Valley, CA2026-10-22
Syntegra Private Wealth Group, LLC
16,956$953.3K0.1%ETFLowChesterfield, MO2026-10-13
Transce3nd, LLC
16,800$963.5K1.0%GrowthLowBuda, TX2026-10-26
Lighthouse Financial Services Inc
16,763$942.4K0.2%ETFVery LowBrea, CA2026-11-02
MRA Advisory Group
16,341$918.7K0.3%ETFMediumParsippany, NJ2026-10-07
Boyer Financial Services, Inc.
16,246$913.4K0.7%ETFLowNewport Beach, CA2026-10-23
Independence Asset Advisors, LLC
16,118$906.1K0.2%ETFVery LowWynnewood,, PA2026-10-23
Keystone Wealth Services, LLC
16,114$910.3K0.2%ETFHighPalm Desert, CA2026-11-03
Omni 360 Wealth, Inc.
16,110$905.7K0.4%ETFLowPlainsboro, NJ2026-10-13
Gilpin Wealth Management, LLC
16,087$904.4K0.6%GrowthLowDenver, CO2026-10-09
Tactive Advisors, LLC
15,930$895.6K0.2%ETFHighJacksonville, FL2026-10-08
Putney Financial Group LLC
15,828$889.9K0.7%GrowthLowSan Rafael, CA2026-10-30
Tranquility Partners, LLC
15,602$877.2K0.3%CoreLowBrentwood, TN2026-10-20
Balboa Wealth Partners
15,405$866.1K0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
Capital Advisors, Ltd. LLC
15,381$8650.0%ETFLowShaker Heights, OH2026-10-27
Novem Group
15,126$850.4K0.1%ETFMediumRochester, NY2026-10-19
Alliance Wealth Advisors, LLC
15,076$847.6K0.3%CoreVery LowScranton, PA2026-10-14
Brown Wealth Management, LLC
15,075$847.5K0.2%ETFMediumNaperville, IL2026-10-20
Marion Wealth Management
15,001$843.4K0.2%ETFVery LowMonroeville, PA2026-10-22
Elevatus Welath Management
15,000$843.3K0.2%GrowthHighVictor, NY2026-10-19
Foster Victor Wealth Advisors, LLC
14,682$837.8K0.0%CoreMediumGreenville, SC2026-10-21
American Capital Advisory, LLC
14,681$825.4K0.3%ETFLowKetchum, ID2026-10-28
Acorn Financial Advisory Services Inc
14,633$822.7K0.1%ETFMediumReston, VA2026-11-02
Compass Financial Management LLC
14,492$814.8K0.1%CoreN/ATampa, FL2026-10-30
Nilsine Partners, LLC
14,470$813.5K0.1%CoreMediumGreenwood Village, CO2026-11-02
Scheeler Financial LLC
14,423$810.9K0.6%CoreN/AWest Chester, OH2026-10-13
Triad Wealth Partners, LLC
14,355$807.1K0.0%ETFMediumLawrence, KS2026-10-26
Fairway Financial, LLC
14,330$805.6K0.5%ETFMediumCasselberry, FL2026-10-20
Robertson Stephens Wealth Management, LLC
14,273$802.4K0.0%ETFMediumSan Francisco, CA2026-10-16
Strong Retirement Solutions LLC
14,223$799.6K0.4%GrowthMediumSilverdale, WA2026-10-07
Cathy Pareto & Associates, Inc
14,214$799.2K0.5%ETFLowCoral Gables, FL2026-10-15
Fortune Financial Group, Inc.
14,185$797.5K0.7%ETFHighNaples, FL2026-10-22
Mission Financial Group, LLC
14,132$794.5K0.6%ETFN/AHonolulu, HI2026-10-21
Independent Investors Inc
14,051$789.9K0.1%GrowthVery LowNesconset, NY2026-10-30
Ebert Capital Management Inc.
13,938$783.6K0.7%Agg GrowthVery LowEureka, CA2026-10-08
Sprinkle Financial Consultants LLC
13,761$773.5K0.3%ETFLowLittleton, CO2026-10-09
Cornerstone Wealth Group, LLC
13,755$773.3K0.0%CoreMediumHuntersville, NC2026-11-02
RED Crane Wealth Management, LLC
13,708$770.7K0.5%ETFLowSan Francisco, CA2026-10-14
Hofer & Associates. Inc
13,708$770.7K0.5%ETFHighThousand Oaks, CA2026-10-13
Keybank National Association
13,705$770.5K0.0%CoreLowBrooklyn, OH2026-11-04
Guided Capital Wealth Management, LLC
13,447$756.0K0.4%ETFMediumHouston, TX2026-10-21
CRA Financial Services, LLC
13,341$750.0K0.1%ETFVery LowNorthfield, NJ2026-10-16
Integrated Wealth Management
13,218$743.1K0.7%ETFHighUniontown, OH2026-10-19
Heritage OAK Wealth Advisors LLC
13,204$742.3K0.2%ValueHighSanta Rosa Beach, FL2026-10-14
Brighton Jones LLC
13,132$738.3K0.0%CoreVery LowSeattle, WA2026-11-03
Venture Visionary Partners LLC
12,967$729.0K0.0%CoreLowSylvania, OH2026-10-07
Crumly & Associates Inc.
12,965$728.9K0.1%ETFMediumSpringfield, IL2026-10-07
Endowment Wealth Management, Inc.
12,944$727.7K0.2%ETFMediumAppleton, WI2026-11-03
Plus Group Wealth Advisors LLC
12,825$721.0K0.6%ETFLowBelgium, WI2026-10-19
Entrewealth, LLC
12,712$714.7K0.3%ETFLowAustin, TX2026-10-14
Ascentis Wealth Management, LLC
12,674$713.5K0.1%Agg GrowthLowDallas, TX2026-11-03
TopTier Wealth Management, LLC
12,665$712.0K0.4%ETFVery LowMuskego, WI2026-10-16
Diversified Portfolios, Inc.
12,598$708.3K0.0%ETFLowBloomfield Hills, MI2026-11-04
Pacific Center for Financial Services
12,596$708.2K0.1%ETFMediumDanville, CA2026-10-15
Key FInancial Inc
12,491$702.2K0.1%ETFLowWest Chester, PA2026-11-02
Elco Management Co., LLC
12,475$701.3K0.3%CoreLowNew York, NY2026-10-14
Essential Investment Partners LLC
12,317$692.5K0.5%GrowthLowEnglewood, CO2026-10-27
Sterling Manor Financial, LLC
12,291$691.0K0.4%ETFLowSaratoga Springs, NY2026-10-21
Riverbend Wealth Management, LLC
12,242$688.3K0.3%GrowthLowMyrtle Beach, SC2026-10-15
Almanack Investment Partners, Llc.
12,227$687.4K0.1%ETFMediumNewtown Square, PA2026-11-03
Enzi Wealth
12,113$689.6K0.2%ETFMediumAustin, TX2026-10-14
Atlas Private Wealth Advisors
12,099$680.2K0.1%ETFLowRed Bank, NJ2026-10-23
Gamma Investing LLC
11,914$669.8K0.0%IndexVery LowFoster City, CA2026-10-08
Autumn Glory Partners, LLC
11,905$669.3K0.2%CoreMediumDallas, TX2026-10-26
Cherry Tree Wealth Management, LLC
11,905$669.3K0.1%ETFVery LowMinnetonka, MN2026-10-15
Accurate Wealth Management, LLC
11,821$673.1K0.1%CoreMediumWesley Chapel, FL2026-10-20
Landmark Wealth Management, LLC
11,707$658.2K0.2%ETFVery LowMelville, NY2026-11-03
Juncture Wealth Strategies, LLC
11,700$657.8K0.2%ETFLowScottsdale, AZ2026-10-06
LVZ, Inc.
11,691$657.3K0.1%ETFLowHolland, MI2026-10-20
Southern Capital Services Inc
11,527$648.1K0.4%ETFMediumDaphne, AL2026-10-19
SevenBridge Financial Group, LLC
11,418$655.0K0.1%CoreLowHarrisburg, PA2026-10-26
Encompass More Asset Management
11,396$640.7K0.1%ETFHighDanville, CA2026-10-16
Crescent Grove Advisors, LLC
11,311$635.9K0.1%ETFLowLake Forest, IL2026-10-21
Lineweaver Wealth Advisors, LLC
11,301$635.3K0.1%ETFLowValley View, OH2026-10-13
Legacy Bridge, LLC
11,199$629.6K0.2%GrowthVery LowWest Des Moines, IA2026-10-28
Financial Partners Group, Inc
11,115$624.9K0.1%ETFLowOverland Park, KS2026-10-19
Richards, Merrill & Peterson, Inc.
10,757$604.8K0.2%GrowthLowSpokane, WA2026-10-19
Wilmington Savings Fund Society, FSB
10,695$601.3K0.0%CoreLowWilmington, DE2026-10-23
Taylor & Morgan Wealth Management, LLC
10,686$600.8K0.3%ETFVery LowTroy, MI2026-10-09
Stenger Family Office, LLC
10,629$605.1K0.1%GrowthMediumNaperville, IL2026-10-22
Reicon Wealth Advisors, LLC
10,599$595.9K0.3%ETFLowAtlanta, GA2026-11-04
Athena Wealth Management, LLC
10,564$593.9K0.4%GARPMediumReno, NV2026-10-09
Formidable Asset Management, LLC
10,533$594.9K0.1%CoreLowCincinnati, OH2026-11-03
Mascoma Wealth Management LLC
10,058$565.5K0.1%ETFVery LowHanover, NH2026-10-23
Griffin Asset Management, Inc.
10,007$562.6K0.1%CoreLowNew York, NY2026-10-22
Harbor Asset Planning, Inc.
10,002$562.3K0.4%ETFVery LowBelmont, MA2026-10-23
Lynx Capital Group LTD
10,000$562.2K0.2%ValueLowBeachwood, OH2026-11-04
Meridian Financial Partners LLC
9,999$571.5K0.2%GrowthLowWarrenton, VA2026-10-23
Investment Advisory Services Inc
9,987$561.5K0.2%CoreLowThe Woodlands, TX2026-10-27
Mascagni Wealth Management, Inc.
9,889$556.0K0.3%ETFLowClinton, MS2026-10-23
Latitude Advisors, LLC
9,848$553.6K0.2%ETFLowYorkville, IL2026-10-27
Seven Hills Financial, LLC
9,774$549.5K0.3%ETFN/ATallahassee, FL2026-10-13
Canvas Wealth Advisors, LLC
9,739$564.2K0.1%GrowthLowShawnee, KS2026-11-02
MSH Capital Advisors LLC
9,714$546.1K0.1%CoreLowScottsdale, AZ2026-11-03
Accredited Investors Inc.
9,675$543.9K0.0%ETFLowEdina, MN2026-11-03
Rockingstone Advisors LLC
9,595$539.4K0.2%GrowthLowGreat Barrington, MA2026-10-16
Sunpointe, LLC
9,540$536.4K0.2%GrowthMediumSt. Louis, MO2026-10-22
Evolution Wealth Advisors, LLC
9,533$535.9K0.1%ETFLowAventura, FL2026-11-03
Mainstream Capital Management LLC
9,511$534.7K0.3%GrowthLowLos Angeles, CA2026-10-23
My Personal CFO, LLC
9,480$533.0K0.2%ETFHighVancouver, WA2026-10-14
Park National Corp
9,429$530.1K0.0%CoreLowNewark, OH2026-10-05
Bright Futures Wealth Management, Llc.
9,381$527.4K0.4%CoreHighWebster, Ny 14580, NY2026-10-23
VestGen Advisors, LLC
9,353$525.8K0.0%GrowthMediumChicago, IL2026-10-27
Private Capital Advisors, Inc.
9,292$522.4K0.0%Agg GrowthLowDarien, CT2026-10-06
Gaddis Premier Wealth Advisors LLC
9,290$522.3K0.3%ETFMediumDurant, OK2026-10-29
Peoples Bank
9,230$518.9K0.2%ETFLowMarietta, OH2026-10-26
Castle Rock Wealth Management, LLC
9,173$518.7K0.1%GrowthMediumWalnut Creek, CA2026-10-09
Capital Planning LLC
9,170$515.5K0.1%ETFLowBellevue, WA2026-10-09
Atticus Wealth Management, LLC
9,047$508.6K0.1%ETFLowPalm Beach Gardens, FL2026-10-20
Solidarity Wealth, LLC
9,025$507.4K0.1%CoreMediumLehi, UT2026-10-15
Commonwealth Financial Services, LLC
9,015$506.8K0.1%ETFMediumVienna, WV2026-10-20
Fiduciary Alliance LLC
8,981$504.9K0.0%CoreMediumGreenville, SC2026-10-13
Midwest Financial Group LLC
8,975$504.6K0.2%ETFLowOverland Park, KS2026-10-15
Steinberganna Wealth Management
8,953$503.3K0.2%ETFLowHuntington, NY2026-10-23
Innovative Advisory Group, LLC
8,919$501.4K0.4%ETFHighLexington, MA2026-10-13
BIP Wealth, LLC
8,919$501.4K0.0%ETFMediumAtlanta, GA2026-10-22
Regatta Capital Group, LLC
8,891$499.9K0.1%ETFLowEl Segundo, CA2026-10-23
Cornerstone Wealth Management, LLC
8,793$494.3K0.0%ETFVery LowSt. Peters, MO2026-11-04
Guardian Asset Advisors, LLC
8,743$491.6K0.2%GrowthMediumMechanicsburg, PA2026-10-16
Rebalance, LLC
8,718$490.1K0.0%ETFVery LowPalo Alto, CA2026-10-22
Pennsylvania Capital Management Inc
8,709$489.6K0.1%GrowthLowHuntingdon Valley, PA2026-11-05
Bison Wealth, LLC
8,621$491.1K0.0%GrowthMediumAtlanta, GA2026-10-13
Crossmark Global Holdings, Inc.
8,617$484.4K0.0%GARPMediumHouston, TX2026-10-21
Archford Capital Strategies, LLC
8,576$482.2K0.0%GrowthMediumSwansea, IL2026-10-19
Nvwm, LLC
8,528$479.4K0.1%GrowthMediumYardley, PA2026-10-14
Odyssey Capital Advisors, Inc.
8,513$478.6K0.3%ETFLowBala Cynwyd, PA2026-10-26
Kraematon Investment Advisors, Inc
8,469$476.1K0.4%MomentumLowBraintree, MA2026-11-02
HB Wealth Management, LLC
8,427$473.8K0.0%IndexVery LowAtlanta, GA2026-10-23
Comprehensive Financial Planning, Inc.
8,388$471.6K0.3%Agg GrowthLowEast Petersburg, PA2026-10-27
Hurley Capital, LLC
8,337$468.8K0.2%GARPMediumNew York, NY2026-11-05
Cassaday & Co Wealth Management LLC
8,200$461.0K0.0%ETFVery LowMclean, VA2026-10-27
Cape Investment Advisory, Inc.
8,164$459.0K0.1%ETFLowMcdonough, GA2026-10-13
SimpliFi, Inc.
8,117$456.4K0.2%ETFMediumSan Diego, CA2026-10-28
Heck Capital Advisors, LLC
8,082$454.4K0.0%ETFMediumRhinelander, WI2026-10-14
Sincerus Advisory, LLC
8,011$450.4K0.3%ETFVery LowNew York, NY2026-10-09
Wealth Advisory Solutions, LLC
7,943$446.6K0.1%ETFLowZionsville, IN2026-10-20
Eclectic Associates Inc
7,939$446.3K0.0%ETFVery LowFullerton, CA2026-10-09
Laurel OAK Wealth Management, LLC
7,914$444.9K0.1%GrowthLowMarlton, NJ2026-10-19
Consilium Wealth Advisory, LLC
7,911$444.8K0.1%GrowthLowFrisco, TX2026-10-14
Skyline Advisors, Inc.
7,858$441.8K0.1%ETFMediumBellingham, WA2026-11-03
J. L. Bainbridge & Co., Inc.
7,739$435.1K0.0%GrowthLowSarasota, FL2026-10-20
QP Wealth Management, LLC
7,738$435.0K0.7%GrowthHighBoca Raton, FL2026-10-20
Coquina Private Wealth LLC
7,620$428.4K0.3%ETFVery LowPort Charlotte, FL2026-10-27
Rolek Wealth Management LLC
7,542$424.0K0.2%ETFVery LowBerwyn, PA2026-10-21
Cypress Wealth Services, LLC
7,538$425.5K0.1%ETFLowPalm Desert, CA2026-10-21
Elmwood Wealth Management, Inc.
7,500$421.6K0.1%ETFLowBerkeley, CA2026-10-14
KWB Wealth
7,494$421.3K0.0%ETFMediumRedlands, CA2026-10-16
Optivise Advisory Services LLC
7,466$419.8K0.2%ETFMediumFranklin, TN2026-10-19
Acorn Wealth Advisors, LLC
7,419$417.1K0.1%ETFLowGrand Blanc, MI2026-10-19
Royal Fund Management, LLC
7,418$417.1K0.0%GrowthMediumLady Lake, FL2026-10-22
Total Clarity Wealth Management, Inc.
7,409$416.5K0.1%ETFMediumSt. Charles, IL2026-10-26
Capital City Trust Co
7,379$414.8K0.1%CoreVery LowTallahassee, FL2026-10-22
Pinion Investment Advisors, LLC
7,377$414.7K0.1%ETFLowWichita, KS2026-11-04
Johnson Financial Group, LLC
7,357$413.6K0.0%ETFLowDenver, CO2026-11-03
Fearless Solutions, LLC dba Best Invest
7,295$410.2K0.2%ETFLowSan Antonio, TX2026-10-14
Wetzel Investment Advisors, Inc.
7,275$409.0K0.1%ETFLowIndianapolis, IN2026-10-13
Carlton Hofferkamp & Jenks Wealth Management, LLC
7,219$414.1K0.1%ETFLowThe Woodlands, TX2026-10-21
Sepio Capital, LP
7,206$405.2K0.0%ETFLowSalt Lake City, UT2026-10-22
Mattern Wealth Management LLC
7,000$393.5K0.1%ETFVery LowLawrence, KS2026-11-04
Abel Hall, LLC
7,000$393.5K0.1%CoreMediumBaton Rouge, LA2026-10-19
South Shore Capital Advisors
6,999$393.5K0.3%CoreMediumCohasset, MA2026-10-20
Beacon Financial Planning, Inc
6,998$393.4K0.1%ETFVery LowHyannis, MA2026-11-04
Quadcap Wealth Management, LLC
6,951$390.8K0.0%ETFLowFrisco, TX2026-11-02
RIA Advisory Group LLC
6,930$389.6K0.1%ETFHighSioux Falls, SD2026-10-15
Detalus Advisors, LLC
6,905$388.2K0.1%ETFLowSt. Louis, MO2026-10-15
AGH Wealth Advisors, LLC
6,900$387.9K0.2%GrowthLowWichita, KS2026-10-26
Realta Investment Advisors
6,869$386.2K0.1%GrowthMediumWilmington, DE2026-10-14
Tennessee Valley Asset Management Partners
6,863$385.8K0.0%ETFLowKnoxville, TN2026-11-03
Kelly Financial Group LLC
6,848$385.0K0.1%ETFLowWethersfield, CT2026-10-16
Trust Co
6,818$383.3K0.0%ETFVery LowManhattan, KS2026-10-09
Zullo Investment Group, Inc.
6,809$382.8K0.1%GrowthVery LowScranton, PA2026-10-20
Cobblestone Asset Management LLC
6,762$380.2K0.2%ETFMediumRichmond, VA2026-10-13
Tepp RIA, LLC
6,737$378.7K0.3%ETFMediumWestfield, NJ2026-10-14
Walled Lake Planning & Wealth Management, LLC
6,731$378.4K0.1%ETFLowHighland Park, IL2026-10-29
Lionsbridge Wealth Management LLC
6,674$375.2K0.4%ETFMediumJacksonville Beach, FL2026-10-26
Hubbell Strickland Wealth Management, LLC
6,658$374.3K0.1%ETFVery LowNew Orleans, LA2026-10-29
Grandview Asset Management LLC
6,630$372.8K0.1%Agg GrowthLowHarrisburg, PA2026-10-19
Fortem Financial Group, LLC
6,624$372.4K0.1%GrowthLowPalm Desert, CA2026-10-20
Viewpoint Investment Partners Corp
6,618$371.9K0.1%ValueMediumCalgary, Abu Dhabi2026-10-26
McAdam, LLC
6,603$371.2K0.0%ETFLowPhiladelphia, PA2026-10-21
Center For Asset Management LLC
6,525$366.8K0.2%ETFMediumPalm Beach Gardens, FL2026-10-16
NavPoint Financial, Inc.
6,521$366.6K0.1%ETFVery LowPrior Lake, MN2026-10-21
MFG Investments, LLC
6,513$366.1K0.4%ETFN/AMedford, NJ2026-10-30
Balefire, LLC
6,507$365.8K0.1%ETFMediumDallas, TX2026-10-09
EPG Wealth Management LLC
6,491$364.9K0.1%GrowthLowAtlanta, GA2026-11-03
Sentinel Pension Advisors, LLC
6,484$364.5K0.0%ETFLowWakefield, MA2026-11-02
Johnson & White Wealth Management, LLC
6,477$364.2K0.1%ETFVery LowYork, PA2026-11-03
Signaturefd, LLC
6,466$363.5K0.0%IndexLowAtlanta, GA2026-10-23
Wesbanco Bank Inc
6,442$362.2K0.0%CoreLowWheeling, WV2026-11-04
Sherry Group, Inc.
6,390$359.2K0.3%ETFMediumMountain Home, AR2026-10-09
Wealth Management Partners, LLC
6,339$356.4K0.1%Agg GrowthLowTucson, AZ2026-10-21
Bailard, Inc.
6,296$354.0K0.0%GrowthMediumFoster City, CA2026-10-13
Patrick M Sweeney & Associates, Inc
6,283$353.3K0.2%CoreVery LowLibertyville, IL2026-10-22
Legacy Wealth Management, LLC / MS
6,267$352.3K0.1%GrowthLowRidgeland, MS2026-10-30
Ashton Thomas Securities, LLC
6,265$352.2K0.0%ETFMediumRochester, NY2026-10-26
Prota Financial, LLC
6,260$350.1K0.2%ETFMediumHouston, TX2026-10-08
Mainsail Asset Management, LLC
6,206$350.9K0.1%ETFMediumBirmingham, AL2026-10-14
Auour Investments LLC
6,201$348.6K0.1%ETFLowWoburn, MA2026-10-28
Selby Wealth Management, LLC
6,185$347.7K0.1%ETFVery LowEmeryville, CA2026-10-16
OFS Enterprise LLC
6,178$347.3K0.1%ETFVery LowKearney, NE2026-10-16
Global Financial Private Client, LLC
6,128$344.5K0.1%GrowthLowSarasota, FL2026-10-15
Wespac Advisors SoCal, LLC
6,061$340.7K0.1%GrowthMediumPasadena, CA2026-10-13
Jm2 Capital Inc.
6,008$337.7K0.2%GrowthVery LowEdmond, OK2026-10-14
1900 Wealth Management LLC
5,960$335.1K0.0%ETFLowSan Antonio, TX2026-10-13
Cornell Pochily Investment Advisors, Inc.
5,957$334.9K0.1%CoreLowIthaca, NY2026-10-19
WealthPlan Investment Management, LLC
5,945$334.2K0.0%GrowthMediumOmaha, NE2026-10-15
LifeGoal Investments, LLC
5,917$332.7K0.1%ETFLowSaratoga Springs, NY2026-10-09
Montz Harcus Wealth Management LLC
5,883$330.8K0.1%ETFVery LowNew Orleans, LA2026-10-09
TFB Advisors LLC
5,867$329.8K0.1%ETFLowOverland Park, KS2026-11-02
RMR Wealth Builders
5,856$329.2K0.0%ETFLowMontclair, NJ2026-10-22
Hilton Head Capital Partners, LLC
5,844$328.6K0.2%CoreMediumHilton Head Island, SC2026-10-23
BOS Asset Management, LLC
5,787$325.3K0.1%ETFLowSpringfield, IL2026-10-09
Badgley Phelps Wealth Managers, LLC
5,708$320.9K0.0%GrowthVery LowSeattle, WA2026-10-22
First National Trust Co
5,701$320.5K0.0%GrowthLowJohnstown, PA2026-10-28
Farmers & Merchants Trust Co of Long Beach
5,700$320.5K0.1%CoreVery LowLong Beach, CA2026-10-22
Clear Point Advisors Inc.
5,672$318.9K0.2%ETFMediumMelville, NY2026-10-30
PVG Asset Management Corp
5,647$317.5K0.2%GrowthMediumGolden, CO2026-10-19
Chris Bulman Inc
5,643$317.2K0.1%ETFLowRoseville, CA2026-10-20
Hengehold Capital Management LLC
5,633$316.7K0.0%ETFLowCincinnati, OH2026-10-16
Roman Butler Fullerton & Co
5,588$318.9K0.1%GrowthMediumSt Louis, MO2026-10-27
BridgePort Financial Solutions, LLC
5,558$312.5K0.1%ETFLowFairfield, IA2026-11-02
Stablepoint Partners, LLC
5,515$310.1K0.0%CoreLowBraintree, MA2026-11-03
Bryn Mawr Trust Advisors, LLC
5,502$309.3K0.0%CoreLowPhiladelphia, PA2026-11-04
Key Client Fiduciary Advisors, LLC
5,455$306.7K0.1%ValueMediumFairfield, NJ2026-10-19
Stegent Equity Advisors, Inc.
5,421$304.8K0.2%ETFHighHouston, TX2026-10-13
Equity Wealth Partners, LLC
5,412$304.3K0.1%ETFVery LowIndependence, MO2026-10-26
Hixon Zuercher, LLC
5,405$303.9K0.1%CoreMediumFindlay, OH2026-10-13
Kuhn & Co Investment Counsel
5,400$303.6K0.2%CoreLowChicago, IL2026-10-29
Cypress Capital Group
5,400$303.6K0.0%CoreLowPalm Beach, FL2026-11-03
Lodestar Private Asset Management LLC
5,394$303.3K0.0%ETFLowAlamo, CA2026-10-26
Bank of New Hampshire
5,356$301.1K0.1%CoreLowLaconia, NH2026-10-06
Sonata Capital Group Inc
5,346$300.6K0.1%ETFVery LowSeattle, WA2026-10-19
Stone House Investment Management, LLC
5,315$298.8K0.0%ETFMediumTunkhannock, PA2026-10-23
1620 Investment Advisors, Inc.
5,280$296.8K0.2%ValueLowPlymouth, MA2026-11-04
Gateway Investment Advisers LLC
5,276$296.6K0.0%GrowthLowCincinnati, OH2026-10-13
HCR Wealth Advisors
5,263$295.9K0.0%GrowthLowLos Angeles, CA2026-10-15
JFS Wealth Advisors, LLC
5,218$293.4K0.0%ETFVery LowHermitage, PA2026-11-03
BCS Wealth Management
5,162$290.2K0.1%ETFVery LowJohnson City, TN2026-11-03
Waller Financial Planning Group, Inc
5,135$288.7K0.1%ETFMediumColumbus, OH2026-10-07
Capital Asset Advisory Services LLC
5,111$292.8K0.0%ETFLowWilliamston, MI2026-10-30
Capital Advantage, Inc.
5,104$286.9K0.0%ETFMediumWalnut Creek, CA2026-10-14
WealthSpring Partners, LLC
5,065$284.8K0.3%ETFLowLong Beach, CA2026-10-14
Palacios Wealth Management, LLC
5,061$284.5K0.2%Agg GrowthVery LowOrmond Beach, FL2026-11-04
Legacy Financial Strategies, LLC
5,000$281.1K0.0%ETFLowOverland Park, KS2026-10-15
Hiley Hunt Wealth Management
4,967$279.2K0.1%ETFVery LowOmaha, NE2026-10-08
BLB&B Advisors, LLC
4,961$278.9K0.0%ETFLowMontgomeryville, PA2026-10-27
Nautilus Advisors LLC
4,902$275.6K0.2%GrowthLowLa Jolla, CA2026-10-07
Southland Equity Partners LLC
4,886$274.7K0.0%ETFLowWildwood, MO2026-10-14
Morey & Quinn Wealth Partners, LLC
4,884$274.6K0.2%CoreVery LowOmaha, NE2026-10-28
Adamsbrown Wealth Consultants LLC
4,804$270.1K0.0%ETFLowWichita, KS2026-10-20
Hudock, Inc.
4,749$267.0K0.0%ETFLowWilliamsport, PA2026-10-14
GW Henssler & Associates LTD
4,712$264.9K0.0%CoreMediumKennesaw, GA2026-10-26
Riverchase Wealth Management, LLC
4,702$264.3K0.1%ETFMediumFlower Mound, TX2026-10-28
Weil Company, Inc.
4,680$263.1K0.0%ETFLowSan Diego, CA2026-10-14
Hutchens & Kramer Investment Management Group, LLC
4,670$262.5K0.1%ETFLowIndianapolis, IN2026-10-16
Activest Wealth Management
4,601$258.7K0.0%ETFLowAventura, FL2026-10-15
Clearwave Capital, LLC
4,596$258.4K0.1%GrowthLowUpland, CA2026-10-27
J. Safra Sarasin Holding AG
4,594$258.3K0.0%CoreMediumBasel, Switzerland2026-10-26
Newman Dignan & Sheerar, Inc.
4,579$257.4K0.0%ETFLowProvidence, RI2026-10-21
Meriwether Wealth & Planning, LLC
4,575$257.2K0.1%ETFMediumMinden, LA2026-10-13
Physician Wealth Advisors, Inc.
4,558$256.3K0.0%ETFMediumMidvale, UT2026-10-20
Friday Financial
4,558$254.9K0.1%ETFVery LowDubuque, IA2026-10-09
Forum Financial Management, LP
4,558$256.3K0.0%ETFLowLombard, IL2026-10-16
Dudley Capital Management, LLC
4,550$255.9K0.1%GrowthLowMiddleburg, VA2026-10-23
Northland Securities, Inc.
4,524$254.3K0.1%ETFLowMinneapolis, MN2026-11-02
Modera Wealth Management, LLC
4,513$253.7K0.0%ETFVery LowWestwood, NJ2026-10-28
QTR Family Wealth, LLC
4,500$253.0K0.1%GrowthMediumLake Mary, FL2026-11-02
Seelaus Asset Management LLC
4,473$251.5K0.2%GrowthMediumChatham, NJ2026-10-14
KFA Private Wealth Group, LLC
4,451$250.2K0.1%ETFLowTysons, VA2026-10-07
Family Investment Center, Inc.
4,439$249.6K0.0%ETFMediumSaint Joseph, MO2026-10-19
Atlatl Advisers LLC
4,417$248.3K0.1%Agg GrowthHighMadison, WI2026-10-22
WealthBridge Capital Management, LLC
4,393$247.0K0.0%ETFLowWesterville, OH2026-10-16
Virtue Capital Management, LLC
4,359$245.0K0.0%GrowthHighBrentwood, TN2026-10-29
Secure Asset Management, LLC
4,354$244.8K0.0%GrowthMediumTroy, MI2026-10-19
HRC Wealth Management, LLC
4,352$244.7K0.1%ETFVery LowMoscow, ID2026-10-16
CX Institutional
4,350$2450.0%CoreMediumAuburn, IN2026-10-02
Salem Investment Counselors Inc
4,302$241.9K0.0%GrowthVery LowWinston-Salem, NC2026-10-13
Quadrant Capital Group LLC
4,285$244.0K0.0%CoreLowCincinnati, OH2026-10-20
Raleigh Capital Management Inc.
4,253$239.1K0.1%CoreMediumCary, NC2026-10-28
Penbrook Management LLC
4,225$237.5K0.1%CoreLowNew York, NY2026-10-16
Angeles Wealth Management, LLC
4,189$235.5K0.0%ETFLowSanta Monica, CA2026-10-26
Madrona Financial Services, LLC
4,182$235.1K0.0%ETFLowEverett, WA2026-10-23
One Way Holdings LLC
4,058$228.1K0.0%CoreMediumFlower Mound, TX2026-10-29
SJS Investment Consulting Inc.
4,013$225.6K0.0%ETFVery LowSylvania, OH2026-10-26
Great Lakes Retirement, Inc.
3,961$222.7K0.0%GrowthLowSandusky, OH2026-10-26
MBL Wealth, LLC
3,949$222.0K0.0%ETFLowCharlotte, NC2026-10-22
Finivi Inc.
3,929$220.9K0.1%GrowthMediumWestborough, MA2026-10-13
Westside Investment Management, Inc.
3,900$219.2K0.0%GrowthLowSanta Monica, CA2026-11-02
SP Asset Management LLC
3,873$217.7K0.0%CoreVery LowCupertino, CA2026-11-05
Kaizen Financial Strategies
3,870$217.6K0.1%ETFMediumCampbell, CA2026-10-09
Smith Thornton Advisors LLC
3,856$216.8K0.1%ETFVery LowHuntsville, AL2026-10-16
Burns J W & Co Inc
3,840$215.9K0.0%GrowthVery LowDewitt, NY2026-10-20
Cadent Capital Advisors, LLC
3,789$213.0K0.0%ETFHighTulsa, OK2026-10-09
Financial Perspectives, Inc
3,786$212.9K0.0%GrowthVery LowMinneapolis, MN2026-11-03
BNB Wealth Management, LLC
3,780$212.5K0.1%ETFMediumSilver Spring, MD2026-10-28
Redwood Family Wealth LLC
3,757$211.2K0.2%GrowthLowPlano, TX2026-10-20
Arwa LLC
3,747$213.3K0.1%ETFMediumFort Worth, TX2026-10-21
Tableaux LLC
3,730$209.7K0.1%ETFLowStockbridge, MA2026-10-23
Promethium Advisors,llc
3,725$209.4K0.1%CoreLowBethesda, MD2026-10-19
SLT Holdings LLC
3,706$208.4K0.1%GrowthMediumScottsdale, AZ2026-10-15
Atlas Wealth Partners, LLC
3,585$201.5K0.2%Agg GrowthVery LowWyomissing, PA2026-11-03
Bfsg, LLC
3,582$201.4K0.0%CoreLowIrvine, CA2026-10-30
Gerber Kawasaki Wealth & Investment Management
3,580$201.3K0.0%ETFLowSanta Monica, CA2026-10-29
Security National Bank
3,561$200.2K0.0%GrowthLowOmaha, NE2026-10-26
Asset Dedication, LLC
3,542$199.1K0.0%ETFLowSan Francisco, CA2026-11-03
Nvest Wealth Strategies, Inc.
3,400$191.1K0.1%ETFVery LowPowell, OH2026-10-14
Root Financial Partners, LLC
3,304$185.8K0.0%ETFMediumEncinitas, CA2026-10-21
North Star Investment Management Corp.
3,250$182.7K0.0%CoreLowChicago, IL2026-10-27
Creative Financial Designs Inc
2,943$165.5K0.0%ETFMediumKokomo, IN2026-11-04
Birch Financial Group, LLC
2,942$165.4K0.1%CoreLowKeene, NH2026-10-27
Elevation Wealth Partners, LLC
2,892$162.6K0.0%ETFLowWalnut Creek, CA2026-10-07
Buck Wealth Strategies, LLC
2,861$160.8K0.0%ValueMediumDenver, CO2026-10-28
Pinnacle Wealth Planning Services, Inc.
2,816$158.3K0.0%GARPLowMansfield, OH2026-10-27
Pathway Financial Advisers, LLC
2,816$158.3K0.0%CoreLowAuburn, IN2026-10-27
Pinnacle Bancorp, Inc.
2,760$155.2K0.0%CoreVery LowBeatrice, NE2026-10-21
Signature Equity Partners, LLC
2,635$148.1K0.1%GrowthMediumColumbus, OH2026-10-29
Canton Hathaway, LLC
2,600$146.2K0.0%ValueLowProvidence, RI2026-10-23
Advocate Investing Services LLC
2,500$140.6K0.1%ETFLowWoodbine, MD2026-10-26
Alpine Bank Wealth Management
2,422$136.2K0.0%ETFHighGrand Junction, CO2026-10-16
Wolff Wiese Magana LLC
2,239$125.9K0.1%GrowthLowCarslbad, CA2026-10-15
Reyes Financial Architecture, Inc.
2,177$122.4K0.1%ETFVery HighSan Diego, CA2026-10-22
Hazlett, Burt & Watson, Inc.
2,063$31.1K0.0%CoreVery LowWheeling, WV2026-11-04
RMG Wealth Management LLC
2,026$115.8K0.0%ETFVery HighPlatteville, WI2026-10-26
Independence Bank of Kentucky
1,905$107.1K0.0%GrowthLowOwensboro, KY2026-10-26
Sage Mountain Advisors LLC
1,856$104.3K0.0%ETFLowAtlanta, GA2026-11-02
Farmers & Merchants Investments Inc
1,800$101.2K0.0%CoreVery LowLincoln, NE2026-10-22
SRH Advisors, LLC
1,780$100.1K0.0%ETFVery LowSalina, KS2026-10-22
Key Capital Management, Inc
1,664$93.6K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Peck Wealth Management, LLC
1,616$90.9K0.1%ETFLowWhite Plains, NY2026-10-29
Chung Wu Investment Group, LLC
1,550$87.1K0.1%GrowthMediumSugar Land, TX2026-11-03
3Chopt Investment Partners, LLC
1,541$86.6K0.0%CoreLowRichmond, VA2026-10-30
Financial Consulate, Inc
1,462$82.2K0.0%ETFLowHunt Valley, MD2026-10-23
Salomon & Ludwin, LLC
1,368$76.9K0.0%ETFVery LowRichmond, VA2026-10-29
Brown, Lisle Ings, Inc.
1,358$76.3K0.0%CoreVery LowProvidence, RI2026-10-16
Valley National Advisers Inc
1,319$74.2K0.0%ETFLowBethlehem, PA2026-10-23
UMB Private Wealth Management, LLC
1,307$73.5K0.1%GrowthN/AKansas City, MO2026-10-19
Coastline Trust Co
1,151$64.7K0.0%GrowthVery LowProvidence, RI2026-10-01
Montag A & Associates Inc
1,129$63.5K0.0%CoreLowAtlanta, GA2026-10-29
Carnegie Lake Advisors LLC
1,120$831.3K0.3%ValueLowPrinceton, NJ2026-11-03
Pacifica Partners Inc.
1,000$55.9K0.0%CoreLowSurrey, South Africa2026-10-09
American National Bank & Trust
1,000$56.2K0.0%CoreVery LowWichita Falls, TX2026-10-07
MeadowBrook Investment Advisors LLC
990$56.7K0.0%CoreLowLivonia, MI2026-10-29
Arlington Trust Co LLC
946$53.2K0.0%ETFMediumBirmingham, AL2026-10-20
Center for Financial Planning, Inc.
916$51.5K0.0%ETFLowSouthfied, MI2026-10-26
Dynamic Wealth Strategies, LLC
898$50.5K0.0%ETFLowGranite Bay, CA2026-10-16
Yankcom Partnership
891$50.1K0.0%CoreVery LowYankton, SD2026-10-15
Piscataqua Savings Bank
800$45.0K0.0%CoreVery LowPortsmouth, NH2026-10-21
Holos Integrated Wealth LLC
714$40.7K0.0%ETFLowKennett Square, PA2026-10-23
Sunrise Financial Services, LLC
700$39.4K0.0%ETFMediumBurien, WA2026-10-21
William Mack & Associates, Inc.
660$37.1K0.0%ETFLowTroy, MI2026-10-27
Olistico Wealth, LLC
626$35.2K0.0%GrowthVery LowTulsa, OK2026-10-05
Cordgrass Capital Advisors, LLC
623$35.0K0.0%CoreLowRaleigh, NC2026-10-30
Barnes Dennig Private Wealth Management LLC
615$34.6K0.0%CoreLowCincinnati, OH2026-10-30
Financial Management Professionals, Inc.
535$30.1K0.0%ETFMediumAustin, TX2026-10-23
Monetary Solutions, Ltd
529$29.7K0.0%ETFVery LowDayton, OH2026-10-22
WPG Advisers, LLC
500$28.1K0.0%CoreLowBaltimore, MD2026-10-27
Avion Wealth
490$270.0%ETFLowThe Woodlands, TX2026-11-04
United Financial Planning Group LLC
482$27.1K0.0%ETFHighHauppauge, NY2026-11-04
Financial Network Wealth Advisors LLC
430$24.2K0.0%ETFLowMurray, UT2026-10-28
GHP Investment Advisors, Inc.
430$24.2K0.0%CoreVery LowDenver, CO2026-10-15
Abound Wealth Management
409$23.0K0.0%ETFVery LowFranklin, TN2026-10-26
High Point Wealth Management, LLC
408$22.9K0.0%ETFLowChester, NJ2026-11-05
Quest 10 Wealth Builders, Inc.
400$22.5K0.0%ETFLowFuquay-Varina, VA2026-11-02
Next Level Wealth Planning, LLC
392$22.0K0.0%ETFVery LowMeridian, ID2026-10-29
Global Trust Asset Management, LLC
375$21.1K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Capital Investment Counsel, Inc
350$19.7K0.0%GrowthVery LowRaleigh, NC2026-10-20
Midwest Capital Advisors, LLC
347$19.5K0.0%ETFHighGrand Rapids, MI2026-11-04
Elyxium Wealth, LLC
344$19.3K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Duncker Streett & Co Inc
339$19.1K0.0%GrowthLowSt. Louis, MO2026-10-27
Lodestone Wealth Management LLC
329$18.5K0.0%CoreLowSpokane, WA2026-10-14
Noble Wealth Management PBC
315$17.7K0.0%YieldMediumGreenwood Village, CO2026-10-01
GK Wealth Management LLC
284$16.0K0.0%GARPVery HighReno, NV2026-10-09
Dhjj Financial Advisors, Ltd.
280$15.7K0.0%ETFVery LowNaperville, IL2026-10-23
Thurston, Springer, Miller, Herd & Titak, Inc.
275$15.5K0.0%GrowthMediumIndianapolis, IN2026-10-14
Miller Global Investments, LLC
245$13.8K0.0%ValueMediumDallas, TX2026-10-02
Elevated Capital Advisors, LLC
204$11.5K0.0%ETFMediumSandy, UT2026-11-04
Moisand Fitzgerald Tamayo, LLC
200$11.2K0.0%ETFVery LowOrlando, FL2026-10-15
SYM Financial Corp
200$11.2K0.0%ETFVery LowWinona Lake, IN2026-10-26
Kingdom Financial Group Llc.
158$8.9K0.0%ETFMediumPeoria, AZ2026-11-04
Phillip James Consulting Co.
154$8.7K0.0%ETFVery HighPlymouth, MN2026-11-03
Reap Financial Group, LLC
150$8.4K0.0%ETFLowAustin, TX2026-11-02
Signature Resources Capital Management, LLC
150$8.4K0.0%ETFLowNewport Beach, CA2026-10-16
Evolution Wealth Management Inc.
144$8.1K0.0%ETFMediumFort Myers, FL2026-10-28
Investors Research Corp
134$7.5K0.0%ETFLowAtlanta, GA2026-10-07
Aspect Partners, LLC
100$5.6K0.0%ETFMediumFairfax, VA2026-10-20
Allspring Global Investments Holdings, LLC
85$4.8K0.0%CoreMediumCharlotte, NC2026-11-04
Rydar Equities, Inc.
84$4.7K0.0%CoreVery LowWeatherford, TX2026-10-13
Horizon Financial Services, LLC
75$4.2K0.0%ETFLowWinston Salem, NC2026-11-04
City State Bank
75$4.2K0.0%GrowthVery LowNorwalk, IA2026-10-20
McCarley & Cook Financial Planners
53$3.0K0.0%ETFLowCincinnati, OH2026-10-21
Quaker Wealth Management, LLC
52$2.9K0.0%ETFMediumMoorestown, NJ2026-10-22
Cedar Mountain Advisors, LLC
37$2.1K0.0%ETFVery LowLake Oswego, OR2026-10-15
Guardian Partners Inc.
35$2.0K0.0%ValueMediumToronto, South Africa2026-10-21
United Community Bank
34$1.9K0.0%CoreLowGreenville, SC2026-10-28
Birchbrook, Inc.
30$1.7K0.0%ETFLowBangor, ME2026-10-14
Birchwood Financial Partners, Inc.
7$4130.0%ETFVery LowBloomington, MN2026-11-02
MJT & Associates Financial Advisory Group, Inc.
2$620.0%ETFLowMontevideo, MN2026-10-07
Beacon Capital Management, Inc.
1$490.0%ETFMediumDayton, OH2026-10-13
Atwood & Palmer Inc
0$10.0%CoreVery LowKansas City, MO2026-10-08