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JPMorgan Ultra-Short Income (JPST)

CUSIP: 46641Q837 | NYSE | 2385 institutional holders

Quarters

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

HB Wealth Management, LLC10,307,462
2.6% of portfolio›$516.7M
Temasek Holdings (Private) Ltd5,919,494
0.8% of portfolio›$298.2M
Foster Dykema Cabot & Partners, LLC4,767,813
12.7% of portfolio›$240.2M
Wealth Enhancement Advisory Services, LLC3,751,722
0.3% of portfolio›$188.6M
Assetmark, Inc3,210,509
0.3% of portfolio›$161.7M
Adventist Health System Sunbelt Healthcare Corp2,455,093
2.9% of portfolio›$123.7M
Cornerstone Management, Inc.2,386,654
17.9% of portfolio›$120.2M
Cambridge Investment Research Advisors, Inc.2,140,201
0.0% of portfolio›$107.8K
Quadrant Capital Group LLC2,123,117
2.9% of portfolio›$106.8M
Commonwealth Equity Services, LLC2,056,035
0.1% of portfolio›$103.6M
Greenwood Gearhart LLC1,890,599
4.3% of portfolio›$95.2M
Phoenix Wealth Advisors1,550,530
24.0% of portfolio›$78.1M
Capital Asset Advisory Services LLC1,424,931
2.4% of portfolio›$71.8M
Signaturefd, LLC1,380,492
0.9% of portfolio›$69.5M
Crane Advisory, LLC1,262,339
9.0% of portfolio›$63.4M
Fluent Financial, LLC1,217,803
21.0% of portfolio›$61.3M
AdvisorNet Financial, Inc968,845
2.2% of portfolio›$48.7M
Flagship Harbor Advisors, LLC910,316
1.7% of portfolio›$45.9M
Members Capital Advisors Inc880,000
38.6% of portfolio›$44.3M
Roof Eidam Maycock Peralta, LLC879,803
8.3% of portfolio›$44.3M
AlphaCore Capital LLC844,637
0.7% of portfolio›$42.5M
Lido Advisors, LLC844,487
0.1% of portfolio›$42.5M
Citizens Financial Group Inc844,028
0.5% of portfolio›$42.5M
LexAurum Advisors, LLC816,195
4.6% of portfolio›$41.1M
Alpha Omega Wealth Management LLC806,317
6.1% of portfolio›$40.6M
Great Point Wealth Advisors, LLC782,276
6.3% of portfolio›$39.4M
Kestra Advisory Services, LLC761,636
0.1% of portfolio›$38.4M
Cobblestone Asset Management LLC752,655
15.3% of portfolio›$37.9M
Gerber Kawasaki Wealth & Investment Management742,812
1.0% of portfolio›$37.4M
Rosenberg Matthew Hamilton723,286
6.5% of portfolio›$36.4M
Nova Financial LLC688,143
14.6% of portfolio›$34.7M
Dynamic Advisor Solutions LLC686,831
1.0% of portfolio›$34.6M
Family Investment Center, Inc.667,017
5.5% of portfolio›$33.6M
Roberts Wealth Advisors, LLC665,977
7.5% of portfolio›$33.5M
Beacon Investment Advisory Services, Inc.658,281
1.2% of portfolio›$33.2M
StrongBox Wealth, LLC655,672
8.8% of portfolio›$33.0M
Capital Advisors Wealth Management, LLC641,491
3.6% of portfolio›$32.3M
Montag A & Associates Inc631,969
1.4% of portfolio›$31.8M
Legacy CG, LLC611,325
7.8% of portfolio›$30.8M
MBM Wealth Consultants, LLC604,634
5.6% of portfolio›$30.5M
San Luis Wealth Advisors LLC592,482
4.4% of portfolio›$29.8M
Ridgepath Capital Management LLC586,735
16.2% of portfolio›$29.6M
Penney Financial, LLC582,975
8.7% of portfolio›$29.4M
SkyOak Wealth, LLC576,052
4.7% of portfolio›$29.0M
IMZ Advisory Inc575,722
8.9% of portfolio›$29.0M
Weatherly Asset Management L. P.563,862
2.0% of portfolio›$28.4M
Evensky & Katz LLC553,742
0.0% of portfolio›$27.9K
Truist Financial Corp544,085
0.0% of portfolio›$27.4M
Financial Solutions Advisory Group, Inc.542,565
3.5% of portfolio›$27.3M
Lpwm LLC542,498
6.0% of portfolio›$27.3M
MGO One Seven LLC531,436
0.4% of portfolio›$26.8M
Leverty Financial Group, LLC508,568
4.7% of portfolio›$25.6M
ACT Advisors, Llc.503,937
8.2% of portfolio›$25.4M
Cahaba Wealth Management, Inc.497,729
1.5% of portfolio›$25.1M
Ironwood Wealth Management, Inc.493,206
10.5% of portfolio›$24.8M
Arbor Investment Advisors, LLC490,285
2.8% of portfolio›$24.7M
Exchange Traded Concepts, LLC483,372
0.1% of portfolio›$24.3M
Independent Financial Group, LLC480,475
0.4% of portfolio›$24.2M
Bryn Mawr Trust Advisors, LLC479,311
1.0% of portfolio›$24.1M
Verdence Capital Advisors LLC476,535
1.0% of portfolio›$24.0M
Encompass Wealth Advisors, LLC467,154
3.5% of portfolio›$23.5M
Souders Financial Advisors460,740
2.3% of portfolio›$23.2M
Morton Capital Management LLC451,584
2.7% of portfolio›$22.7M
Highline Wealth Partners LLC434,801
4.2% of portfolio›$21.9M
Spire Wealth Management433,080
0.7% of portfolio›$21.8M
Appleton Partners Inc429,109
0.0% of portfolio›$21.6K
Capital Investment Advisory Services, LLC422,584
1.3% of portfolio›$21.3M
Cliftonlarsonallen Wealth Advisors, LLC421,870
0.3% of portfolio›$21.2M
Farther Finance Advisors, LLC420,309
0.1% of portfolio›$21.2M
WJ Wealth Management, LLC420,142
8.6% of portfolio›$21.2M
Three Seasons Wealth, LLC419,553
1.9% of portfolio›$21.1M
Mascoma Wealth Management LLC406,296
3.7% of portfolio›$20.5M
Ridgeline Wealth Planning, LLC406,039
11.8% of portfolio›$20.5M
First Business Financial Services, Inc.398,326
1.6% of portfolio›$20.1M
YHB Investment Advisors, Inc.397,889
1.3% of portfolio›$20.0M
Financial Management Professionals, Inc.389,046
1.8% of portfolio›$19.6M
JFS Wealth Advisors, LLC383,848
1.0% of portfolio›$19.3M
Beacon Bank & Trust378,711
3.7% of portfolio›$19.1M
Soltis Investment Advisors LLC378,322
0.9% of portfolio›$19.1M
Whitaker-Myers Wealth Managers, Ltd.376,694
3.1% of portfolio›$19.0M
Clarus Group, Inc.368,166
6.1% of portfolio›$18.5M
Kwmg, LLC360,964
1.3% of portfolio›$18.2M
Mission Wealth Management, LP349,144
0.3% of portfolio›$17.6M
Noesis Capital Mangement Corp349,045
2.1% of portfolio›$17.6M
Diversify Advisory Services, LLC348,405
0.3% of portfolio›$17.5M
Diversify Wealth Management, LLC348,405
0.3% of portfolio›$17.5M
Aprio Wealth Management, LLC348,056
0.8% of portfolio›$17.5M
Krilogy Financial LLC345,990
0.5% of portfolio›$17.4M
Apollon Wealth Management, LLC344,761
0.2% of portfolio›$17.4M
Selby Wealth Management, LLC343,414
6.1% of portfolio›$17.3M
Cooper Financial Group339,962
1.4% of portfolio›$17.1M
Elevatus Welath Management336,736
4.1% of portfolio›$17.0M
Mainstream Capital Management LLC336,297
10.0% of portfolio›$16.9M
IronBridge Private Wealth, LLC329,974
4.9% of portfolio›$16.6M
Prospera Financial Services Inc325,987
0.2% of portfolio›$16.4M
Heritage OAK Wealth Advisors LLC323,733
5.0% of portfolio›$16.3M
Massachusetts Wealth Management321,015
6.5% of portfolio›$16.2M
VCI Wealth Management LLC318,215
3.8% of portfolio›$16.0M
Concurrent Investment Advisors, LLC316,361
0.1% of portfolio›$15.9M
Kendall Capital Management315,170
2.6% of portfolio›$15.9M
Rahlfs Capital, LLC312,750
10.5% of portfolio›$15.8M
Elmwood Wealth Management, Inc.307,786
3.7% of portfolio›$15.5M
Guardian Wealth Advisors, LLC307,666
7.7% of portfolio›$15.5M
Retirement Guys Formula LLC301,606
5.6% of portfolio›$15.2M
Axxcess Wealth Management, LLC300,334
0.6% of portfolio›$15.1M
Matthew Goff Investment Advisor, LLC296,788
2.2% of portfolio›$14.9M
Dhjj Financial Advisors, Ltd.286,687
4.1% of portfolio›$14.4M
Buck Wealth Strategies, LLC283,554
1.4% of portfolio›$14.3M
Aspen Wealth Management LLC281,556
2.3% of portfolio›$14.2M
Lane Brothers & Co Inc274,315
13.9% of portfolio›$13.8M
Resonant Capital Advisors, LLC273,270
0.7% of portfolio›$13.8M
Nfsg Corp272,370
1.6% of portfolio›$13.7M
Simon Quick Advisors, LLC267,523
0.5% of portfolio›$13.5M
Bluedoor Private Wealth, LLC261,144
5.6% of portfolio›$13.2M
Avidian Wealth Enterprises, LLC253,099
0.4% of portfolio›$12.7M
Taylor Securities Services, Inc.246,021
4.9% of portfolio›$12.4M
Bfsg, LLC245,888
1.1% of portfolio›$12.4M
Rockingstone Advisors LLC242,162
4.9% of portfolio›$12.2M
B. Riley Wealth Advisors, Inc.240,441
0.5% of portfolio›$12.1M
Winthrop Advisory Group LLC238,570
0.7% of portfolio›$12.0M
Kestra Private Wealth Services, LLC237,910
0.1% of portfolio›$12.0M
IFP Advisors, Inc237,172
0.2% of portfolio›$11.9M
Syverson Strege & Co236,897
2.6% of portfolio›$11.9M
Independent Wealth Network Inc.236,829
3.0% of portfolio›$11.9M
Cerro Pacific Wealth Advisors LLC236,452
2.6% of portfolio›$11.9M
Financial Enhancement Group LLC231,856
1.3% of portfolio›$11.7M
Redw Wealth LLC231,026
4.3% of portfolio›$11.6M
Perigon Wealth Management, LLC229,764
0.2% of portfolio›$11.6M
5th Street Advisors, LLC228,305
4.6% of portfolio›$11.5M
Integrity Alliance, Llc.227,309
0.3% of portfolio›$11.4M
Perennial Advisors, LLC223,683
1.7% of portfolio›$11.3M
Insight Wealth Partners, LLC220,989
1.5% of portfolio›$11.1M
Legacy Private Trust Co.220,894
0.6% of portfolio›$11.1M
NavPoint Financial, Inc.220,349
3.9% of portfolio›$11.1M
Ceera Investments, LLC219,834
4.2% of portfolio›$11.1M
KMG Fiduciary Partners, LLC218,513
1.1% of portfolio›$11.0M
Flavin Financial Services, Inc.216,508
5.9% of portfolio›$10.9M
Donoghue Forlines LLC216,262
2.7% of portfolio›$10.9M
FSM Wealth Advisors, LLC215,693
1.1% of portfolio›$10.8M
Symphony Financial, Ltd. Co.213,796
1.0% of portfolio›$10.8M
Sowell Financial Services LLC212,477
0.3% of portfolio›$10.7M
HBW Advisory Services LLC211,186
1.1% of portfolio›$10.6M
J2 Capital Management Inc210,114
6.7% of portfolio›$10.6M
Paradigm, Strategies in Wealth Management, LLC207,396
6.7% of portfolio›$10.4M
Meridian Financial Advisors, LLC207,218
4.9% of portfolio›$10.4M
Integrity Wealth Advisors, Inc.204,885
5.3% of portfolio›$10.3M
Ashton Thomas Private Wealth, LLC204,305
0.2% of portfolio›$10.3M
Beacon Financial Advisory LLC201,778
1.9% of portfolio›$10.2M
Security National Bank201,479
1.2% of portfolio›$10.1M
GFS Advisors, LLC197,700
1.1% of portfolio›$10.0M
Prime Capital Investment Advisors, LLC196,999
0.1% of portfolio›$9.9M
Enclave Advisors LLC192,699
1.2% of portfolio›$9.7M
Hardworking Capital Advisors, LLC191,659
8.0% of portfolio›$9.7M
Prosperitas Financial LLC191,364
2.9% of portfolio›$9.6M
Financial Security Advisor, Inc.190,627
1.6% of portfolio›$9.6M
Firestone Capital Management188,976
1.8% of portfolio›$9.5M
Choreo, LLC188,502
0.1% of portfolio›$9.5M
Scott Capital Advisors, LLC187,699
1.4% of portfolio›$9.4M
Worth Asset Management, LLC187,616
2.8% of portfolio›$9.5M
Daymark Wealth Partners, LLC185,174
0.2% of portfolio›$9.3M
Cardinal Strategic Wealth Guidance177,434
2.0% of portfolio›$8.9M
Independent Solutions Wealth Management, LLC175,534
1.1% of portfolio›$8.8M
Atria Investments, Inc172,631
0.1% of portfolio›$8.7M
Cottage Street Advisors LLC172,477
3.3% of portfolio›$8.7M
CRA Financial Services, LLC171,549
1.0% of portfolio›$8.6M
Helium Advisors LLC171,128
7.5% of portfolio›$8.6M
Silverlake Wealth Management LLC169,859
1.6% of portfolio›$8.6M
Interchange Capital Partners, LLC164,213
1.4% of portfolio›$8.3M
Apella Capital, LLC162,894
0.1% of portfolio›$8.2M
Sherman Wealth Management LLC162,809
5.8% of portfolio›$8.2M
Strategent Financial, LLC161,678
4.0% of portfolio›$8.1M
Archford Capital Strategies, LLC160,519
0.8% of portfolio›$8.1M
Fonville Wealth Management LLC158,029
1.2% of portfolio›$8.0M
Market Street Wealth Management Advisors LLC157,524
1.1% of portfolio›$7.9M
Chatham Capital Group, Inc.156,069
1.0% of portfolio›$7.9M
D.A. Davidson & Co.155,340
0.0% of portfolio›$7.8M
Hudock, Inc.154,615
1.0% of portfolio›$7.8M
Tradewinds Capital Management, LLC153,216
1.3% of portfolio›$7.7M
Stone Wealth Partners152,395
2.7% of portfolio›$7.7M
Lodestone Wealth Management LLC150,897
2.6% of portfolio›$7.6M
Financially Speaking Inc149,073
36.6% of portfolio›$7.5M
Howard Financial Services, Ltd.148,088
0.8% of portfolio›$7.5M
Citigroup Inc146,450
0.0% of portfolio›$7.4M
Ascentis Wealth Management, LLC146,443
1.2% of portfolio›$7.4M
Woodside Wealth Management LLC145,583
5.0% of portfolio›$7.3M
Parkside Investments, LLC145,534
0.8% of portfolio›$7.3M
BayBridge Capital Group, LLC143,441
3.8% of portfolio›$7.2M
Sharper & Granite LLC141,264
2.4% of portfolio›$7.1M
West Paces Advisors Inc.140,975
1.2% of portfolio›$7.1M
First Citizens Financial Corp139,734
3.0% of portfolio›$7.0M
Cathy Pareto & Associates, Inc138,811
4.0% of portfolio›$7.0M
Avestar Capital, LLC137,752
0.5% of portfolio›$6.9M
Vise Technologies, Inc.135,870
0.1% of portfolio›$6.8M
Davenport & Co LLC135,285
0.0% of portfolio›$6.8M
Hartford Financial Management Inc.134,583
1.5% of portfolio›$6.8M
Sovran Advisors, LLC134,092
0.5% of portfolio›$6.8M
O'Connor Financial Group LLC133,964
2.4% of portfolio›$6.7M
Pennsylvania Capital Management Inc133,486
1.6% of portfolio›$6.7M
Chicago Partners Investment Group LLC133,483
0.1% of portfolio›$6.7M
Intrua Financial, LLC131,536
0.6% of portfolio›$6.6M
Creative Financial Designs Inc131,305
0.3% of portfolio›$6.6M
Certified Advisory Corp124,320
0.5% of portfolio›$6.3M
SAX Wealth Advisors, LLC123,740
0.2% of portfolio›$6.2M
Walkner Condon Financial Advisors LLC123,498
0.7% of portfolio›$6.2M
Pinnacle Associates LTD121,159
0.1% of portfolio›$6.1M
Autumn Glory Partners, LLC120,026
1.7% of portfolio›$6.0M
Integral Investment Advisors, Inc.116,236
1.3% of portfolio›$5.9M
Blue Water Asset Management115,883
1.9% of portfolio›$5.8M
BOS Asset Management, LLC113,044
1.3% of portfolio›$5.7M
Greenbush Financial Group, LLC112,678
1.7% of portfolio›$5.7M
Galvin, Gaustad & Stein, LLC111,765
0.4% of portfolio›$5.6M
Gradient Capital Advisors, LLC111,130
1.3% of portfolio›$5.6M
Triumph Capital Management111,100
1.0% of portfolio›$5.6M
Endowment Wealth Management, Inc.110,697
1.9% of portfolio›$5.6M
Paragon Private Wealth Management, LLC109,987
1.7% of portfolio›$5.5M
Oppenheimer & Co Inc109,307
0.1% of portfolio›$5.5M
Forza Wealth Management, LLC108,493
1.6% of portfolio›$5.5M
Wealth Enhancement Trust Services, Inc.107,960
0.6% of portfolio›$5.4M
Cynosure Group, LLC107,103
0.8% of portfolio›$5.4M
Meridian Financial Partners LLC106,718
1.8% of portfolio›$5.4M
TD Waterhouse Canada Inc.105,534
0.0% of portfolio›$5.3M
Clarity Asset Management, Inc.104,502
2.6% of portfolio›$5.3M
Wavvest Wealth LLC103,982
4.2% of portfolio›$5.2M
Brooklyn FI, LLC103,763
0.8% of portfolio›$5.2M
Saxony Capital Management, LLC103,047
2.2% of portfolio›$5.2M
MBA Advisors LLC102,796
1.7% of portfolio›$5.2M
HUB Investment Partners, LLC101,647
0.1% of portfolio›$5.1M
Madrid Wealth Management, LLC101,620
3.3% of portfolio›$5.1M
International Assets Investment Management, LLC99,932
0.3% of portfolio›$5.0M
Promethium Advisors,llc98,249
2.4% of portfolio›$4.9M
Windsor Capital Management, LLC97,050
1.3% of portfolio›$4.9M
Capital Management Corp96,636
0.7% of portfolio›$4.9M
Chesley Taft & Associates LLC96,025
0.2% of portfolio›$4.8M
Smithbridge Asset Management Inc94,280
0.6% of portfolio›$4.7M
Canvas Wealth Advisors, LLC93,694
0.6% of portfolio›$4.7M
North Forty Two & Co.90,681
3.8% of portfolio›$4.6M
SBE LLC DBA Cedar Cove Wealth Partners89,495
2.1% of portfolio›$4.5M
WT Wealth Management88,880
1.3% of portfolio›$4.5M
Paragon Advisors, LLC88,486
0.8% of portfolio›$4.5M
Park Avenue Securities LLC86,766
0.0% of portfolio›$4.4K
MCF Advisors LLC86,151
0.2% of portfolio›$4.3M
Stewardship Advisors, LLC85,603
0.9% of portfolio›$4.3M
Cambridge Advisors Inc.85,545
0.7% of portfolio›$4.3M
Directional Asset Management84,703
3.4% of portfolio›$4.3M
Clear Creek Financial Management, LLC82,988
0.3% of portfolio›$4.2M
Dean, Jacobson Financial Services, LLC82,974
2.3% of portfolio›$4.2M
Salem Investment Counselors Inc82,615
0.1% of portfolio›$4.2M
Mayfair Advisory Group, LLC82,167
1.2% of portfolio›$4.1M
Key FInancial Inc81,942
0.7% of portfolio›$4.1M
Cravens & Co Advisors, LLC81,648
2.8% of portfolio›$4.1M
Elevation Capital Advisory, LLC80,697
1.6% of portfolio›$4.1M
Formidable Asset Management, LLC79,913
0.6% of portfolio›$4.0M
Apeiron RIA LLC78,754
0.9% of portfolio›$4.0M
Parallel Advisors, LLC78,657
0.1% of portfolio›$4.0M
Pinnacle Wealth Management Advisory Group, LLC77,931
0.2% of portfolio›$3.9M
Balboa Wealth Partners76,947
0.5% of portfolio›$3.9M
Tempus Wealth Planning, LLC76,538
0.7% of portfolio›$3.9M
Lee, Kelleher & Klein Wealth Management75,948
2.0% of portfolio›$3.8M
McCarthy Asset Management, Inc.75,924
1.8% of portfolio›$3.8M
JGP Wealth Management, LLC75,822
0.3% of portfolio›$3.8M
Sage Financial Group Inc75,368
0.2% of portfolio›$3.8M
Trademark Financial Management, LLC75,041
1.5% of portfolio›$3.8M
Adell Harriman & Carpenter Inc74,895
0.2% of portfolio›$3.8M
Ballentine Capital Advisors, Inc74,572
1.4% of portfolio›$3.8M
Halbert Hargrove Global Advisors, LLC74,531
0.2% of portfolio›$3.8M
Howard Wealth Management, LLC73,653
1.3% of portfolio›$3.7M
Philip James Wealth Mangement, LLC73,626
0.4% of portfolio›$3.7M
Peterson Wealth Advisors, LLC73,561
0.4% of portfolio›$3.7M
Strategic Family Wealth Counselors, L.L.C.71,278
0.8% of portfolio›$3.6M
Essex Bank70,446
0.7% of portfolio›$3.5M
Invariant Investment Management70,417
2.0% of portfolio›$3.5M
VVR Holdings LLC70,016
1.5% of portfolio›$3.5M
Nottingham Advisors, Inc.69,302
0.4% of portfolio›$3.5M
EverSource Wealth Advisors, LLC69,241
0.1% of portfolio›$3.5M
USAdvisors Wealth Management, LLC69,169
0.0% of portfolio›$3.5K
Herold Advisors, Inc.67,820
0.7% of portfolio›$3.4M
Ellsworth Advisors, LLC67,808
0.6% of portfolio›$3.4M
Ascentis Independent Advisors67,077
0.2% of portfolio›$3.4M
Novem Group66,907
0.3% of portfolio›$3.4M
Mullaney, Keating & Wright, Inc.66,632
1.6% of portfolio›$3.4M
Rise Advisors, LLC66,187
0.9% of portfolio›$3.3M
Sigma Planning Corp65,931
0.1% of portfolio›$3.3M
Floyd Financial Group LLC65,431
2.1% of portfolio›$3.3M
Creative Planning64,458
0.0% of portfolio›$3.2M
MJT & Associates Financial Advisory Group, Inc.63,921
2.1% of portfolio›$3.2M
Ignite Planners, LLC63,725
0.4% of portfolio›$3.2M
GK Wealth Management LLC63,693
1.8% of portfolio›$3.2M
Copper Harbor Investment Advisors, LLC63,124
0.7% of portfolio›$3.2M
Fortitude Family Office, LLC63,092
0.5% of portfolio›$3.2M
Procyon Advisors, LLC62,906
0.1% of portfolio›$3.2M
Eagle Bluffs Wealth Management LLC61,334
1.1% of portfolio›$3.1M
United Advisor Group, LLC61,331
0.3% of portfolio›$3.1M
Patten Group, Inc.60,552
0.5% of portfolio›$3.1M
Fermata Advisors, LLC60,042
0.6% of portfolio›$3.0M
Old Port Advisors59,989
0.6% of portfolio›$3.0M
Eagle Harbor Asset Management Inc59,699
2.3% of portfolio›$3.0M
Sheets Smith Wealth Management58,932
0.3% of portfolio›$3.0M
Sage Advisory Services, Ltd.Co.58,581
1.6% of portfolio›$3.0M
MSH Capital Advisors LLC58,487
0.5% of portfolio›$2.9M
Wealthcare Advisory Partners LLC57,301
0.0% of portfolio›$2.9M
Regatta Capital Group, LLC56,590
0.4% of portfolio›$2.9M
Brady Family Wealth, LLC56,489
0.8% of portfolio›$2.8M
Hixon Zuercher, LLC55,390
0.8% of portfolio›$2.8M
Wedbush Securities Inc55,312
0.0% of portfolio›$2.8K
BancFirst Trust & Investment Management55,157
1.5% of portfolio›$2.8M
RVW Wealth, LLC54,634
0.2% of portfolio›$2.8M
Bank of New Hampshire53,958
0.6% of portfolio›$2.7M
Gallacher Capital Management LLC53,733
2.2% of portfolio›$2.7M
Benchmark Financial, LLC50,619
2.0% of portfolio›$2.5M
Cornerstone Wealth Management, LLC50,597
0.1% of portfolio›$2.5M
Flagship Capital Management Inc.50,543
1.5% of portfolio›$2.5M
Lake Street Private Wealth, LLC50,078
0.3% of portfolio›$2.5M
Mascagni Wealth Management, Inc.49,316
1.5% of portfolio›$2.5M
Sunburst Financial Group, LLC49,225
0.4% of portfolio›$2.5M
Sage Rhino Capital LLC49,211
0.4% of portfolio›$2.5M
Valley Wealth Managers, Inc.49,062
0.1% of portfolio›$2.5M
Kraft, Davis & Associates, LLC48,639
0.5% of portfolio›$2.4M
Private Trust Co NA48,392
0.2% of portfolio›$2.4M
Valley National Advisers Inc48,236
0.3% of portfolio›$2.4M
Investment Planning Advisors, Inc.48,183
0.5% of portfolio›$2.4M
Financial Perspectives, Inc47,971
0.6% of portfolio›$2.4M
Curry Webb Wealth Management LLC47,897
1.0% of portfolio›$2.4M
First National Trust Co47,294
0.1% of portfolio›$2.4M
Transcendent Capital Group LLC47,104
1.0% of portfolio›$2.4M
SP Asset Management LLC46,277
0.2% of portfolio›$2.3M
Verus Capital Partners, LLC46,215
0.1% of portfolio›$2.3M
Jeter Robert S II45,284
1.5% of portfolio›$2.3M
Patten & Patten Inc44,976
0.1% of portfolio›$2.3M
Grey Ledge Advisors, LLC44,478
0.5% of portfolio›$2.2M
Golden State Wealth Management, LLC43,699
0.2% of portfolio›$2.2M
Titleist Asset Management, LLC43,473
0.1% of portfolio›$2.2M
Diversified Portfolios, Inc.43,105
0.1% of portfolio›$2.2M
Adamsbrown Wealth Consultants LLC42,796
0.4% of portfolio›$2.2M
Clear Point Advisors Inc.42,727
1.5% of portfolio›$2.2M
Red Mountain Financial, LLC42,463
1.8% of portfolio›$2.1M
Ergawealth Advisors, Inc.41,767
0.8% of portfolio›$2.1M
Sterling Investment Advisors, Ltd.41,759
0.3% of portfolio›$2.1M
NBT Bank, N.A.41,580
0.1% of portfolio›$2.1M
Cherry Tree Wealth Management, LLC40,133
0.4% of portfolio›$2.0M
First Heartland Consultants, Inc.39,138
0.1% of portfolio›$2.0M
Aries Wealth Management38,615
0.4% of portfolio›$1.9M
Jm2 Capital Inc.37,986
1.3% of portfolio›$1.9M
Blueprint Financial Advisors LLC37,632
0.2% of portfolio›$1.9M
Blueprint Investment Partners LLC37,632
0.2% of portfolio›$1.9M
Gilpin Wealth Management, LLC37,554
1.3% of portfolio›$1.9M
Norden Group LLC37,544
0.1% of portfolio›$1.9M
Castleview Partners, LLC37,451
0.8% of portfolio›$1.9M
Ashton Thomas Securities, LLC37,385
0.2% of portfolio›$1.9M
Revisor Wealth Management LLC37,354
0.5% of portfolio›$1.9M
Fragasso Financial Advisors Inc36,736
0.1% of portfolio›$1.8M
Asset Allocation Strategies LLC36,410
0.3% of portfolio›$1.8M
Carter Financial Group, Inc.35,857
0.9% of portfolio›$1.8M
Embree Financial Group35,753
0.2% of portfolio›$1.8M
Legacy Wealth Management, LLC35,389
0.1% of portfolio›$1.8M
John W. Brooker & Co., CPAs35,361
2.0% of portfolio›$1.8M
Focus Financial Network, Inc.35,128
0.1% of portfolio›$1.8M
Trek Financial, LLC35,107
0.1% of portfolio›$1.8M
Summit Place Financial Advisors, LLC34,575
0.8% of portfolio›$1.7M
Asio Capital, LLC34,450
0.2% of portfolio›$1.7M
Freedom Financial Partners LLC33,894
0.6% of portfolio›$1.7M
Maple Capital Management, Inc.33,453
0.1% of portfolio›$1.7M
Shore Point Advisors, LLC33,301
0.5% of portfolio›$1.7M
Westside Investment Management, Inc.32,690
0.2% of portfolio›$1.6M
Guidance Capital, Inc32,665
0.4% of portfolio›$1.6M
Richard P Slaughter Associates Inc32,305
0.3% of portfolio›$1.6M
PDS Planning, Inc32,129
0.1% of portfolio›$1.6M
National Wealth Management Group, LLC32,110
0.5% of portfolio›$1.6M
Verum Partners LLC31,957
0.3% of portfolio›$1.6M
Essex LLC31,460
0.2% of portfolio›$1.6M
Royal Harbor Partners, LLC31,238
0.5% of portfolio›$1.6M
Petredis Investment Advisors LLC31,050
0.1% of portfolio›$1.6M
Auctus Advisors LLC30,755
1.3% of portfolio›$1.5M
G&S Capital LLC30,724
0.4% of portfolio›$1.5M
Cap Partners, LLC30,565
0.7% of portfolio›$1.5M
Crossmark Global Holdings, Inc.30,524
0.0% of portfolio›$1.5M
Dudley Capital Management, LLC30,225
0.6% of portfolio›$1.5M
Total Clarity Wealth Management, Inc.29,985
0.3% of portfolio›$1.5M
Eagle Strategies LLC29,643
0.1% of portfolio›$1.5M
CoreCap Advisors, LLC29,225
0.0% of portfolio›$1.5M
SBI Securities Co., Ltd.28,984
0.0% of portfolio›$1.5M
Iron Financial LLC28,297
0.6% of portfolio›$1.4M
Acorn Wealth Advisors, LLC28,271
0.3% of portfolio›$1.4M
Kingswood Wealth Advisors, LLC27,827
0.1% of portfolio›$1.4M
Alessandra Capital Management, LLC27,652
1.0% of portfolio›$1.4M
Tenet Wealth Partners, LLC27,504
1.0% of portfolio›$1.4M
Parsons Capital Management Inc27,133
0.1% of portfolio›$1.4M
StoneCrest Wealth Management, Inc.27,085
0.4% of portfolio›$1.4M
Cypress Capital Group26,950
0.1% of portfolio›$1.4M
Brookstone Capital Management26,901
0.0% of portfolio›$1.4M
Detalus Advisors, LLC26,550
0.3% of portfolio›$1.3M
Realta Investment Advisors26,483
0.4% of portfolio›$1.3M
Sunpointe, LLC26,262
0.4% of portfolio›$1.3M
Americana Partners, LLC26,205
0.0% of portfolio›$1.3M
Csenge Advisory Group25,715
0.1% of portfolio›$1.3M
Sloy Dahl & Holst, LLC25,615
0.2% of portfolio›$1.3M
Founders Financial Securities LLC25,545
0.1% of portfolio›$1.3M
StoneX Group Inc.25,191
0.0% of portfolio›$1.3M
Blue Trust, Inc.24,915
0.0% of portfolio›$1.3M
Venture Visionary Partners LLC24,794
0.0% of portfolio›$1.2M
McBroom & Associates, LLC24,435
0.7% of portfolio›$1.2M
Clarity Wealth Advisors, LLC24,352
0.2% of portfolio›$1.2M
Principle Wealth Partners LLC23,931
0.1% of portfolio›$1.2M
Baker Tilly Wealth Management, LLC23,870
0.2% of portfolio›$1.2M
TriaGen Wealth Management LLC23,238
0.3% of portfolio›$1.2M
Birch Capital Management, LLC22,826
0.5% of portfolio›$1.1M
SteelPeak Wealth, LLC22,434
0.0% of portfolio›$1.1M
Nepsis Inc.22,135
0.4% of portfolio›$1.1M
Keystone Wealth Services, LLC22,055
0.2% of portfolio›$1.1M
Nordwand Advisors, LLC21,545
0.2% of portfolio›$1.1M
Balefire, LLC21,386
0.2% of portfolio›$1.1M
CGN Advisors LLC21,173
0.1% of portfolio›$1.1M
RM Financial Services, LLC21,036
0.8% of portfolio›$1.1M
Portside Wealth Group, LLC20,847
0.1% of portfolio›$1.1M
Bouvel Investment Partners, LLC20,766
0.2% of portfolio›$1.0M
Tarbox Family Office, Inc.20,563
0.1% of portfolio›$1.0M
Flaharty Asset Management, LLC20,557
5.8% of portfolio›$1.0M
Agate Pass Investment Management, LLC20,342
0.4% of portfolio›$1.0M
BridgePort Financial Solutions, LLC20,226
0.2% of portfolio›$1.0M
Richards, Merrill & Peterson, Inc.20,170
0.3% of portfolio›$1.0M
Essential Investment Partners LLC20,008
0.7% of portfolio›$1.0M
Intesa Sanpaolo Wealth Management19,900
0.2% of portfolio›$1.0M
Midwest Financial Network, LLC19,299
0.7% of portfolio›$972.1K
TFB Advisors LLC19,293
0.4% of portfolio›$971.8K
Retireful, LLC19,263
0.8% of portfolio›$970.3K
Waterway Wealth Management, LLC19,182
0.2% of portfolio›$966.2K
Allen Capital Group, LLC18,901
0.1% of portfolio›$952.0K
Mendota Financial Group, LLC18,619
0.6% of portfolio›$937.9K
RFG Advisory, LLC18,548
0.0% of portfolio›$934.3K
BLB&B Advisors, LLC17,987
0.0% of portfolio›$906.0K
Family Capital Trust Co17,937
0.3% of portfolio›$903.3K
Decker Wealth Management LLC17,888
0.2% of portfolio›$901.0K
Midwest Trust Co17,877
0.0% of portfolio›$900.5K
Castle Rock Wealth Management, LLC17,430
0.2% of portfolio›$875.9K
LifeWealth Investments, LLC17,280
0.2% of portfolio›$870.4K
Latitude Advisors, LLC17,255
0.3% of portfolio›$869.1K
Key Client Fiduciary Advisors, LLC17,126
0.2% of portfolio›$862.6K
Adelphi Trust Co17,119
0.6% of portfolio›$862.3K
Beaumont Financial Advisors, LLC17,088
0.1% of portfolio›$860.7K
Horizon Financial Services, LLC17,031
0.3% of portfolio›$857.9K
Tortuga Wealth Management, Inc16,733
0.6% of portfolio›$843.3K
Waldron Private Wealth LLC16,597
0.0% of portfolio›$836.0K
Seamount Financial Group Inc16,153
0.3% of portfolio›$813.6K
Investment Partners Asset Management, Inc.16,146
0.4% of portfolio›$813.3K
Reicon Wealth Advisors, LLC16,101
0.4% of portfolio›$811.0K
Forbes J M & Co LLP15,987
0.1% of portfolio›$805.3K
Eagle Rock Investment Company, LLC15,983
0.1% of portfolio›$805.1K
Nvwm, LLC15,938
0.2% of portfolio›$802.8K
Roman Butler Fullerton & Co15,901
0.2% of portfolio›$951.5K
Whipplewood Advisors, LLC15,880
0.5% of portfolio›$799.9K
XY Planning Network, Inc.15,802
0.1% of portfolio›$796.0K
Integrated Advisors Network LLC15,488
0.0% of portfolio›$780.2K
Narus Financial Partners, LLC15,282
0.2% of portfolio›$769.8K
Mosley Wealth Management15,278
0.2% of portfolio›$768.8K
Caliber Wealth Management, LLC / KS15,258
0.1% of portfolio›$768.5K
Lifestyle Asset Management, Inc.15,243
0.2% of portfolio›$767.8K
True Private Wealth Advisors15,197
0.1% of portfolio›$765.5K
Affiance Financial, LLC15,030
0.1% of portfolio›$757.1K
Elevation Point Wealth Partners, LLC14,843
0.0% of portfolio›$747.6K
Wealth Alliance Advisory Group, LLC14,830
0.1% of portfolio›$747.0K
Private Client Services, LLC14,718
0.2% of portfolio›$741.3K
Commerce Advisors, LLC14,254
0.3% of portfolio›$718.0K
Catalyst Private Wealth, LLC14,087
0.3% of portfolio›$709.6K
Lunt Capital Management, Inc.14,004
0.3% of portfolio›$705.4K
Allspring Global Investments Holdings, LLC14,000
0.0% of portfolio›$705.2K
First Hawaiian Bank13,938
0.1% of portfolio›$702.1K
Lodestar Private Asset Management LLC13,923
0.1% of portfolio›$701.3K
Sowa Financial Group, Inc.13,290
0.0% of portfolio›$669
ARQ Wealth Advisors, LLC13,248
0.1% of portfolio›$667.3K
Hazlett, Burt & Watson, Inc.13,198
0.3% of portfolio›$517.1K
Robertson Stephens Wealth Management, LLC12,743
0.0% of portfolio›$641.9K
PFG Advisors12,712
0.0% of portfolio›$640.3K
Jnba Financial Advisors12,617
0.0% of portfolio›$635.5K
Sterling Investment Counsel, LLC12,399
0.1% of portfolio›$624.5K
Harpswell Capital Advisors, LLC12,399
0.4% of portfolio›$624.5K
Heck Capital Advisors, LLC12,323
0.0% of portfolio›$620.7K
RMR Wealth Builders12,286
0.0% of portfolio›$618.9K
LVZ, Inc.12,115
0.1% of portfolio›$610.2K
Frederick Financial Consultants, LLC12,045
0.3% of portfolio›$606.7K
AGH Wealth Advisors, LLC12,000
0.4% of portfolio›$604.4K
GEM Asset Management, LLC11,994
0.2% of portfolio›$604.1K
Gibbs Wealth Management11,889
0.1% of portfolio›$598.9K
Security Financial Services, Inc.11,844
0.1% of portfolio›$596.6K
Princeton Global Asset Management LLC11,780
0.1% of portfolio›$593.4K
Choice Wealth Advisors LLC11,673
0.2% of portfolio›$587.9K
Alliance Wealth Advisors, LLC11,599
0.1% of portfolio›$584.2K
Gill Capital Partners, LLC11,528
0.2% of portfolio›$580.7K
Montecito Bank & Trust11,513
0.1% of portfolio›$579.9K
Wilkerson Advisory Group LLC11,484
0.2% of portfolio›$578.5K
Boyce & Associates Wealth Consulting, Inc.11,441
0.3% of portfolio›$576.3K
Pinion Investment Advisors, LLC11,413
0.1% of portfolio›$574.9K
Cordgrass Capital Advisors, LLC11,214
0.2% of portfolio›$564.8K
Lineweaver Wealth Advisors, LLC11,206
0.1% of portfolio›$564.4K
Clear Trail Advisors, LLC11,105
0.1% of portfolio›$559.3K
Chapin Davis, Inc.11,095
0.1% of portfolio›$558.9K
Emerald Advisors, LLC10,838
0.1% of portfolio›$545.9K
E6 Portfolios, LLC10,687
0.4% of portfolio›$538.3K
Patriot Investment Management Group, Inc.10,613
0.0% of portfolio›$534.6K
Rose Capital Advisors LLC10,613
0.1% of portfolio›$534.6K
Legacy Capital Wealth Partners, LLC10,550
0.1% of portfolio›$531.4K
Hicks Capital Management LLC10,415
0.4% of portfolio›$526.7K
Boyum Wealth Architects LLC10,399
0.2% of portfolio›$522.3K
CX Institutional10,270
0.0% of portfolio›$517
SeaCrest Wealth Management, LLC10,123
0.1% of portfolio›$509.9K
Marino, Stram & Associates LLC9,993
0.1% of portfolio›$503.3K
Discipline Wealth Solutions, LLC9,850
0.0% of portfolio›$496.1K
Glenview Trust Co9,788
0.0% of portfolio›$493.0K
Surience Private Wealth LLC9,729
0.5% of portfolio›$490.1K
TMB Capital Partners, LLC9,615
0.1% of portfolio›$484.3K
Fortress Financial Solutions, LLC9,560
0.4% of portfolio›$481.6K
Woodmont Investment Counsel LLC9,542
0.0% of portfolio›$480.6K
Winnacle Wealth LLC9,404
0.3% of portfolio›$473.7K
Tred Avon Family Wealth, LLC9,318
0.1% of portfolio›$469.3K
Pinnacle Financial Group, LLC / IL9,266
0.1% of portfolio›$466.7K
Bell Bank9,259
0.0% of portfolio›$466.4K
Optima Capital LLC9,209
0.2% of portfolio›$463.9K
Lee Financial Co8,981
0.1% of portfolio›$452.4K
Strategic Blueprint, LLC8,955
0.0% of portfolio›$451.1K
Redwood Family Wealth LLC8,921
0.4% of portfolio›$449.4K
Cullen T Bankers, Inc.8,761
0.0% of portfolio›$441.3K
Moller Wealth Partners8,739
0.1% of portfolio›$440.2K
Leslie Global Wealth, LLC8,695
0.2% of portfolio›$438.0K
Ballast Financial Advisors LLC8,635
0.4% of portfolio›$434.9K
Wellment Financial8,594
0.5% of portfolio›$432.9K
Pinnacle Wealth Planning Services, Inc.8,419
0.0% of portfolio›$424.1K
Argos Wealth Advisors, LLC8,390
0.1% of portfolio›$422.6K
Gerald Baker Financial Group LLC8,382
0.1% of portfolio›$422.2K
Washington Trust Advisors, Inc.8,336
0.0% of portfolio›$419.9K
Alhambra Investment Management LLC8,328
0.2% of portfolio›$419.5K
Sanchez Gaunt Capital Management, LLC8,318
0.2% of portfolio›$419.0K
Signature Equity Partners, LLC8,313
0.1% of portfolio›$418.7K
Five Oceans Advisors8,201
0.2% of portfolio›$413.1K
Regions Financial Corp8,200
0.0% of portfolio›$413.0K
Ascent Group, LLC8,197
0.0% of portfolio›$412.9K
BNB Wealth Management, LLC8,189
0.2% of portfolio›$412.5K
Unique Wealth, LLC8,141
0.0% of portfolio›$410.1K
Viewpoint Investment Partners Corp8,010
0.1% of portfolio›$403.5K
Cardinal Point Capital Management ULC7,920
0.0% of portfolio›$398.9K
Gimbal Financial7,862
0.2% of portfolio›$396.0K
MMA Asset Management LLC7,831
0.1% of portfolio›$394.4K
Klingman & Associates, LLC7,808
0.0% of portfolio›$393.3K
Cornerstone Wealth Group, LLC7,770
0.0% of portfolio›$391.4K
Indivisible Partners7,734
0.0% of portfolio›$389.6K
Avior Wealth Management, LLC7,600
0.0% of portfolio›$382.8K
Stone Summit Wealth LLC7,479
0.1% of portfolio›$376.7K
Ridgeline Wealth, LLC7,325
0.2% of portfolio›$368.5K
M Holdings Securities, Inc.7,246
0.1% of portfolio›$364.0K
VestGen Advisors, LLC7,237
0.0% of portfolio›$364.5K
Stonebridge Financial Group, LLC7,223
0.0% of portfolio›$363.8K
Centerpoint Advisory Group7,022
0.2% of portfolio›$353.7K
Brown Miller Wealth Management, LLC6,952
0.1% of portfolio›$350.2K
Arlington Trust Co LLC6,943
0.0% of portfolio›$349.7K
Platt Wealth Management LLC6,938
0.4% of portfolio›$349.0K
Andrew Hill Investment Advisors, Inc.6,917
0.3% of portfolio›$348.4K
Baker Ellis Asset Management LLC6,917
0.0% of portfolio›$348.4K
Signal Advisors Wealth, LLC6,908
0.0% of portfolio›$348.0K
Flagstar Securities, Inc6,886
0.1% of portfolio›$346.8K
Slow Capital, Inc.6,803
0.0% of portfolio›$342.7K
Global View Capital Management LLC6,520
0.1% of portfolio›$328.4K
EPG Wealth Management LLC6,417
0.1% of portfolio›$323.2K
Childress Capital Advisors, LLC6,414
0.1% of portfolio›$323.1K
Redwood Financial Network Corp6,338
0.2% of portfolio›$319.2K
Inscription Capital, LLC6,316
0.0% of portfolio›$318.2K
Wealth Dimensions Group, Ltd.6,292
0.1% of portfolio›$316.9K
Elevation Wealth Management LLC6,277
0.2% of portfolio›$316.2K
Legacy Wealth Partners, LLC6,221
0.1% of portfolio›$313.4K
Prism Advisors, Inc.6,188
0.1% of portfolio›$311.1K
Modera Wealth Management, LLC6,106
0.0% of portfolio›$307.6K
Global Strategic Investment Solutions, LLC6,090
0.0% of portfolio›$306.7K
Partners Wealth Management, LLC6,063
0.0% of portfolio›$305.4K
Gemmer Asset Management LLC6,000
0.0% of portfolio›$302.2K
IVC Wealth Advisors LLC5,967
0.1% of portfolio›$300.6K
Fagan Associates, Inc.5,960
0.0% of portfolio›$300.2K
Valeo Financial Advisors, LLC5,947
0.0% of portfolio›$299.5K
BostonPremier Wealth LLC5,934
0.1% of portfolio›$298.9K
Elevated Financial Group LLC5,882
0.1% of portfolio›$296.3K
Centurion Wealth Management LLC5,869
0.1% of portfolio›$295.6K
RCW Management, LLC5,758
0.3% of portfolio›$290.1K
Live Oak Investment Partners5,758
0.2% of portfolio›$290.0K
Milestone Asset Management Group, LLC5,745
0.1% of portfolio›$289.4K
Harbor Investment Advisory, LLC5,743
0.0% of portfolio›$289.3K
Aull & Monroe Investment Management Corp5,690
0.1% of portfolio›$286.6K
Sincerus Advisory, LLC5,659
0.2% of portfolio›$285.0K
Maia Wealth LLC5,658
0.0% of portfolio›$285.0K
Badgley Phelps Wealth Managers, LLC5,619
0.0% of portfolio›$283.0K
Harmony Asset Management LLC5,542
0.1% of portfolio›$279.2K
BKM Wealth Management, LLC5,476
0.1% of portfolio›$275.8K
Oak Barrel Wealth Advisory LLC5,441
0.1% of portfolio›$274.1K
InTrack Investment Management Inc5,439
0.1% of portfolio›$274.0K
Fort Washington Investment Advisors Inc5,409
0.0% of portfolio›$272.5K
Twelve Points Wealth Management LLC5,404
0.1% of portfolio›$272.5K
Farmers & Merchants Trust Co of Long Beach5,384
0.1% of portfolio›$271.2K
IFC & Insurance Marketing, Inc.5,349
0.2% of portfolio›$269.4K
LVW Advisors, LLC5,325
0.0% of portfolio›$268.2K
Benin Management Corp5,300
0.1% of portfolio›$267.0K
Morey & Quinn Wealth Partners, LLC5,288
0.2% of portfolio›$266.4K
Wallington Asset Management, LLC5,268
0.0% of portfolio›$265.3K
Master's Wealth Management Inc.5,259
0.1% of portfolio›$264.9K
Archer Investment Corp5,222
0.0% of portfolio›$263.1K
Virtue Capital Management, LLC5,218
0.0% of portfolio›$262.8K
Keybank National Association5,209
0.0% of portfolio›$262.4K
MBE Wealth Management, LLC5,181
0.1% of portfolio›$261.0K
Richardson Financial Services Inc.5,171
0.1% of portfolio›$260.5K
Cdkv Holdings LLC5,133
0.2% of portfolio›$258.5K
Carrera Capital Advisors5,102
0.0% of portfolio›$257.0K
Etesian Wealth Advisors, Inc.5,023
0.1% of portfolio›$253.0K
Fiduciary Alliance LLC5,012
0.0% of portfolio›$252.5K
K2 Financial Inc.5,009
0.2% of portfolio›$251.9K
Cherry Creek Investment Advisors, Inc.4,916
0.1% of portfolio›$247.6K
Acima Private Wealth, LLC4,903
0.1% of portfolio›$247.0K
Guerra PAN Advisors, LLC4,884
0.1% of portfolio›$245.9K
Integrated Capital Management, LLC4,872
0.1% of portfolio›$245.4K
LongView Wealth Management4,858
0.1% of portfolio›$244.7K
Turn8 Private Wealth Inc.4,833
0.2% of portfolio›$243.4K
ETF Store, Inc.4,796
0.2% of portfolio›$241.6K
West Wealth Group, LLC4,795
0.0% of portfolio›$241.5K
Benchmark Financial Wealth Advisors, LLC4,748
0.1% of portfolio›$239.1K
AUA Capital Management, LLC4,672
0.1% of portfolio›$235.3K
Lighthouse Wealth Management Inc.4,645
0.1% of portfolio›$234.0K
Madison Park Capital Advisors, LLC4,625
0.1% of portfolio›$233.0K
Alliance Wealth Advisors, LLC4,605
0.1% of portfolio›$232.0K
Seven Hills Financial, LLC4,550
0.1% of portfolio›$229.2K
Atticus Wealth Management, LLC4,542
0.1% of portfolio›$228.8K
Skyline Advisors, Inc.4,530
0.1% of portfolio›$228.2K
Visionary Wealth Advisors4,470
0.0% of portfolio›$225.1K
Albion Financial Group4,451
0.0% of portfolio›$224.2K
Ledyard National Bank4,443
0.0% of portfolio›$223.8K
Sage Capital Management, LLC4,421
0.1% of portfolio›$222.8K
IFG Advisors, LLC4,379
0.0% of portfolio›$220.6K
Hall Laurie J Trustee4,375
0.1% of portfolio›$220.4K
Lavelle Capital LP4,340
0.1% of portfolio›$218.6K
Signature Estate & Investment Advisors LLC4,279
0.0% of portfolio›$215.5K
Guided Capital Wealth Management, LLC4,186
0.1% of portfolio›$210.8K
PFW Advisors LLC4,172
0.1% of portfolio›$210.1K
Prota Financial, LLC4,127
0.1% of portfolio›$207.3K
Laurel OAK Wealth Management, LLC4,105
0.0% of portfolio›$206.8K
Evolution Wealth Management Inc.4,062
0.1% of portfolio›$204.6K
Accurate Wealth Management, LLC4,053
0.0% of portfolio›$203.9K
Investmark Advisory Group LLC4,050
0.1% of portfolio›$204.0K
Lantern Wealth Advisors, LLC4,047
0.1% of portfolio›$203.9K
Hubbell Strickland Wealth Management, LLC4,042
0.1% of portfolio›$203.6K
Kathmere Capital Management, LLC4,039
0.0% of portfolio›$203.4K
Palatine Hill Wealth Management, LLC4,032
0.1% of portfolio›$203.1K
Trust Co3,979
0.0% of portfolio›$200.4K
Koshinski Asset Management, Inc.3,978
0.0% of portfolio›$200.4K
Canton Hathaway, LLC3,953
0.0% of portfolio›$199.1K
Barrett & Company, Inc.3,942
0.1% of portfolio›$209.5K
MidAtlantic Capital Management, Inc.3,825
0.1% of portfolio›$192.7K
First Horizon Corp3,658
0.0% of portfolio›$184.3K
Atwood & Palmer Inc3,500
0.0% of portfolio›$176.3K
Matrix Trust Co3,436
0.0% of portfolio›$173
Hurley Capital, LLC3,238
0.1% of portfolio›$163.1K
SYM Financial Corp3,170
0.0% of portfolio›$159.7K
WPG Advisers, LLC3,130
0.1% of portfolio›$157.7K
Transce3nd, LLC3,115
0.2% of portfolio›$156.8K
Fairway Wealth LLC2,984
0.0% of portfolio›$150.3K
PFS Partners, LLC2,766
0.1% of portfolio›$139.3K
Harbor Asset Planning, Inc.2,762
0.1% of portfolio›$139.1K
Blueline Advisors LLC2,746
0.1% of portfolio›$138.3K
Financial Network Wealth Advisors LLC2,674
0.1% of portfolio›$134.7K
Root Financial Partners, LLC2,558
0.0% of portfolio›$128.8K
Cape Investment Advisory, Inc.2,517
0.0% of portfolio›$126.7K
Capital Investment Counsel, Inc2,248
0.0% of portfolio›$113.2K
Next Level Wealth Planning, LLC2,183
0.0% of portfolio›$110.0K
Physician Wealth Advisors, Inc.2,129
0.0% of portfolio›$107.2K
Cedar Mountain Advisors, LLC2,033
0.0% of portfolio›$102.4K
Peck Wealth Management, LLC1,958
0.1% of portfolio›$98.6K
Parkside Financial Bank & Trust1,822
0.0% of portfolio›$91.8K
Phillip James Consulting Co.1,669
0.1% of portfolio›$84.1K
TD Private Client Wealth LLC1,659
0.0% of portfolio›$83.6K
Plante Moran Financial Advisors, LLC1,521
0.0% of portfolio›$76.6K
Salomon & Ludwin, LLC1,427
0.0% of portfolio›$71.9K
Kingdom Financial Group Llc.1,220
0.0% of portfolio›$61.5K
Wagner Wealth Management, LLC1,186
0.0% of portfolio›$59.7K
Elevation Wealth Partners, LLC1,066
0.0% of portfolio›$53.7K
Rossmore Private Capital1,000
0.0% of portfolio›$50.4K
Burk Holdings LLC992
0.0% of portfolio›$50.0K
Pinnacle Bancorp, Inc.875
0.0% of portfolio›$44.1K
Lloyd Advisory Services, Llc.870
0.0% of portfolio›$43.8K
Versant Capital Management, Inc858
0.0% of portfolio›$43.2K
Nemes Rush Group LLC846
0.0% of portfolio›$42.6K
Loring Wolcott & Coolidge Fiduciary Advisors LLP837
0.0% of portfolio›$42.2K
American National Bank & Trust749
0.0% of portfolio›$37.7K
Barnes Dennig Private Wealth Management LLC742
0.0% of portfolio›$37.4K
Hughes Financial Services, LLC589
0.0% of portfolio›$29.7K
Quaker Wealth Management, LLC523
0.0% of portfolio›$26.4K
Markowski Investments438
0.0% of portfolio›$22.1K
Mcdonald Partners LLC400
0.0% of portfolio›$20.1K
Moisand Fitzgerald Tamayo, LLC380
0.0% of portfolio›$19.1K
Balance Wealth Partners LLC369
0.0% of portfolio›$18.6K
Independence Bank of Kentucky327
0.0% of portfolio›$16.5K
Compass Financial Management LLC301
0.0% of portfolio›$15.2K
Eukles Asset Management280
0.0% of portfolio›$14.1K
Comprehensive Financial Planning, Inc.251
0.0% of portfolio›$12.7K
Brown, Lisle Ings, Inc.250
0.0% of portfolio›$12.6K
Deseret Mutual Benefit Administrators195
0.0% of portfolio›$9.8K
Silver Grove Financial Group, Inc.189
0.0% of portfolio›$9.5K
Mather Group, Llc.185
0.0% of portfolio›$9.3K
Investors Research Corp172
0.0% of portfolio›$8.7K
Farmers & Merchants Investments Inc112
0.0% of portfolio›$5.6K
Hilltop National Bank97
0.0% of portfolio›$4.9K
Maryland Capital Advisors Inc.94
0.0% of portfolio›$4.7K
Tounjian Advisory Partners, LLC83
0.0% of portfolio›$4.2K
Abound Wealth Management79
0.0% of portfolio›$4.0K
Signature Resources Capital Management, LLC63
0.0% of portfolio›$3.2K
Arvest Investments, Inc.63
0.0% of portfolio›$3.2K
Vima LLC39
0.0% of portfolio›$2.0K
Rakuten Securities, Inc.21
0.0% of portfolio›$1.1K
Quest 10 Wealth Builders, Inc.18
0.0% of portfolio›$897
Spurstone Advisory Services, LLC13
0.0% of portfolio›$653
Vermillion Wealth Management, Inc.11
0.0% of portfolio›$554
Portfolio Resources Advisor Group, Inc.11
0.0% of portfolio›$554
Wolff Wiese Magana LLC10
0.0% of portfolio›$504
Asset Dedication, LLC10
0.0% of portfolio›$523
McCarley & Cook Financial Planners7
0.0% of portfolio›$353
Gamma Investing LLC6
0.0% of portfolio›$302
POM Investment Strategies, LLC2
0.0% of portfolio›$101
Simplex Trading, LLC1
0.0% of portfolio›$50
Prairie Wealth Advisors, Inc.0
0.2% of portfolio›$863.6K
Illumine Investment Management, LLC0
3.1% of portfolio›$4.4M
StyleTurnoverLocationFiled
HB Wealth Management, LLC
10,307,462$516.7M2.6%IndexVery LowAtlanta, GA2026-10-23
Temasek Holdings (Private) Ltd
5,919,494$298.2M0.8%GrowthLowSingapore, Turkey2026-10-28
Foster Dykema Cabot & Partners, LLC
4,767,813$240.2M12.7%GrowthLowWaltham, MA2026-10-30
Wealth Enhancement Advisory Services, LLC
3,751,722$188.6M0.3%CoreLowPlymouth, MN2026-10-13
Assetmark, Inc
3,210,509$161.7M0.3%ETFLowConcord, CA2026-10-21
Adventist Health System Sunbelt Healthcare Corp
2,455,093$123.7M2.9%ETFLowAltamonte Springs, FL2026-11-02
Cornerstone Management, Inc.
2,386,654$120.2M17.9%ETFVery LowDuluth, GA2026-10-16
Cambridge Investment Research Advisors, Inc.
2,140,201$107.8K0.0%ETFLowFairfield, IA2026-11-02
Quadrant Capital Group LLC
2,123,117$106.8M2.9%CoreLowCincinnati, OH2026-10-20
Commonwealth Equity Services, LLC
2,056,035$103.6M0.1%ETFLowWaltham, MA2026-11-02
Greenwood Gearhart LLC
1,890,599$95.2M4.3%ETFLowFayetteville, AR2026-11-02
Phoenix Wealth Advisors
1,550,530$78.1M24.0%CoreLowChapel Hill, NC2026-11-03
Capital Asset Advisory Services LLC
1,424,931$71.8M2.4%ETFLowWilliamston, MI2026-10-30
Signaturefd, LLC
1,380,492$69.5M0.9%IndexLowAtlanta, GA2026-10-23
Crane Advisory, LLC
1,262,339$63.4M9.0%ETFVery LowFullerton, CA2026-10-13
Fluent Financial, LLC
1,217,803$61.3M21.0%ETFVery HighDallas, TX2026-10-13
AdvisorNet Financial, Inc
968,845$48.7M2.2%ETFLowMinnetonka, MN2026-10-15
Flagship Harbor Advisors, LLC
910,316$45.9M1.7%ETFMediumBoston, MA2026-10-26
Members Capital Advisors Inc
880,000$44.3M38.6%ETFLowMadison, WI2026-10-26
Roof Eidam Maycock Peralta, LLC
879,803$44.3M8.3%ETFVery LowSan Francisco, CA2026-10-15
AlphaCore Capital LLC
844,637$42.5M0.7%ETFLowLa Jolla, CA2026-11-04
Lido Advisors, LLC
844,487$42.5M0.1%GrowthLowLos Angeles, CA2026-11-04
Citizens Financial Group Inc
844,028$42.5M0.5%GrowthLowProvidence, RI2026-10-23
LexAurum Advisors, LLC
816,195$41.1M4.6%ETFLowOverland Park, KS2026-10-19
Alpha Omega Wealth Management LLC
806,317$40.6M6.1%ValueLowRichmond, VA2026-10-23
Great Point Wealth Advisors, LLC
782,276$39.4M6.3%ETFVery LowBoston, MA2026-10-15
Kestra Advisory Services, LLC
761,636$38.4M0.1%CoreLowAustin, TX2026-11-02
Cobblestone Asset Management LLC
752,655$37.9M15.3%ETFMediumRichmond, VA2026-10-13
Gerber Kawasaki Wealth & Investment Management
742,812$37.4M1.0%ETFLowSanta Monica, CA2026-10-29
Rosenberg Matthew Hamilton
723,286$36.4M6.5%ETFVery LowGrand Junction, CO2026-10-05
Nova Financial LLC
688,143$34.7M14.6%N/AN/ATucson, AZ2026-11-04
Dynamic Advisor Solutions LLC
686,831$34.6M1.0%ETFLowPhoenix, AZ2026-10-13
Family Investment Center, Inc.
667,017$33.6M5.5%ETFMediumSaint Joseph, MO2026-10-19
Roberts Wealth Advisors, LLC
665,977$33.5M7.5%GrowthLowPalo Alto, CA2026-10-14
Beacon Investment Advisory Services, Inc.
658,281$33.2M1.2%GrowthLowMorristown, NJ2026-10-13
StrongBox Wealth, LLC
655,672$33.0M8.8%GrowthLowLee'S Summit, MO2026-11-02
Capital Advisors Wealth Management, LLC
641,491$32.3M3.6%ETFLowYakima, WA2026-10-09
Montag A & Associates Inc
631,969$31.8M1.4%CoreLowAtlanta, GA2026-10-29
Legacy CG, LLC
611,325$30.8M7.8%GrowthHighPlano, TX2026-10-30
MBM Wealth Consultants, LLC
604,634$30.5M5.6%ETFVery LowChesterfield, MO2026-10-20
San Luis Wealth Advisors LLC
592,482$29.8M4.4%CoreMediumSan Luis Obispo, CA2026-10-27
Ridgepath Capital Management LLC
586,735$29.6M16.2%ETFHighKnoxville, TN2026-10-29
Penney Financial, LLC
582,975$29.4M8.7%ETFMediumHouston, TX2026-10-20
SkyOak Wealth, LLC
576,052$29.0M4.7%ETFLowSouthfield, MI2026-10-28
IMZ Advisory Inc
575,722$29.0M8.9%ETFVery LowBoca Raton, FL2026-11-03
Weatherly Asset Management L. P.
563,862$28.4M2.0%GrowthVery LowDel Mar, CA2026-10-20
Evensky & Katz LLC
553,742$27.9K0.0%ETFVery LowCoral Gables, FL2026-10-27
Truist Financial Corp
544,085$27.4M0.0%CoreLowCharlotte, NC2026-10-30
Financial Solutions Advisory Group, Inc.
542,565$27.3M3.5%ETFMediumChicago, IL2026-10-28
Lpwm LLC
542,498$27.3M6.0%ETFMediumMinneapolis, MN2026-10-20
MGO One Seven LLC
531,436$26.8M0.4%GrowthLowBeachwood, OH2026-10-28
Leverty Financial Group, LLC
508,568$25.6M4.7%ETFVery LowHudson, WI2026-10-08
ACT Advisors, Llc.
503,937$25.4M8.2%ETFMediumAsheville, NC2026-10-15
Cahaba Wealth Management, Inc.
497,729$25.1M1.5%ETFVery LowAtlanta, GA2026-10-26
Ironwood Wealth Management, Inc.
493,206$24.8M10.5%ETFVery LowHurricane, WV2026-10-14
Arbor Investment Advisors, LLC
490,285$24.7M2.8%ETFVery LowWinston Salem, NC2026-10-26
Exchange Traded Concepts, LLC
483,372$24.3M0.1%GrowthMediumOklahoma City, OK2026-10-28
Independent Financial Group, LLC
480,475$24.2M0.4%GrowthLowSan Diego, CA2026-10-13
Bryn Mawr Trust Advisors, LLC
479,311$24.1M1.0%CoreLowPhiladelphia, PA2026-11-04
Verdence Capital Advisors LLC
476,535$24.0M1.0%CoreMediumHunt Valley, MD2026-10-26
Encompass Wealth Advisors, LLC
467,154$23.5M3.5%ETFVery LowPortland, OR2026-10-15
Souders Financial Advisors
460,740$23.2M2.3%ETFLowCincinnati, OH2026-11-03
Morton Capital Management LLC
451,584$22.7M2.7%ETFVery LowCalabasas, CA2026-10-23
Highline Wealth Partners LLC
434,801$21.9M4.2%ETFMediumSherman Oaks, CA2026-10-19
Spire Wealth Management
433,080$21.8M0.7%GrowthMediumMclean, VA2026-10-30
Appleton Partners Inc
429,109$21.6K0.0%GrowthLowBoston, MA2026-10-30
Capital Investment Advisory Services, LLC
422,584$21.3M1.3%CoreMediumRaleigh, NC2026-10-30
Cliftonlarsonallen Wealth Advisors, LLC
421,870$21.2M0.3%ETFLowMinneapolis, MN2026-10-14
Farther Finance Advisors, LLC
420,309$21.2M0.1%IndexLowSan Francisco, CA2026-10-08
WJ Wealth Management, LLC
420,142$21.2M8.6%ETFMediumGlendale, AZ2026-11-03
Three Seasons Wealth, LLC
419,553$21.1M1.9%GrowthMediumSalt Lake City, UT2026-11-03
Mascoma Wealth Management LLC
406,296$20.5M3.7%ETFVery LowHanover, NH2026-10-23
Ridgeline Wealth Planning, LLC
406,039$20.5M11.8%ETFLowCenterville, OH2026-10-29
First Business Financial Services, Inc.
398,326$20.1M1.6%ETFVery LowMadison, WI2026-10-29
YHB Investment Advisors, Inc.
397,889$20.0M1.3%GrowthLowWest Hartford, CT2026-10-08
Financial Management Professionals, Inc.
389,046$19.6M1.8%ETFMediumAustin, TX2026-10-23
JFS Wealth Advisors, LLC
383,848$19.3M1.0%ETFVery LowHermitage, PA2026-11-03
Beacon Bank & Trust
378,711$19.1M3.7%CoreMediumBoston, MA2026-10-27
Soltis Investment Advisors LLC
378,322$19.1M0.9%CoreMediumSt. George, UT2026-10-28
Whitaker-Myers Wealth Managers, Ltd.
376,694$19.0M3.1%ETFMediumMansfield, OH2026-10-09
Clarus Group, Inc.
368,166$18.5M6.1%ETFLowHouston, TX2026-10-21
Kwmg, LLC
360,964$18.2M1.3%ETFVery LowOverland Park, KS2026-10-07
Mission Wealth Management, LP
349,144$17.6M0.3%ETFLowSanta Barbara, CA2026-10-15
Noesis Capital Mangement Corp
349,045$17.6M2.1%CoreVery LowBoca Raton, FL2026-10-26
Diversify Advisory Services, LLC
348,405$17.5M0.3%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
348,405$17.5M0.3%GrowthMediumSandy, UT2026-10-20
Aprio Wealth Management, LLC
348,056$17.5M0.8%ETFMediumAtlanta, GA2026-10-28
Krilogy Financial LLC
345,990$17.4M0.5%GrowthLowSt. Louis, MO2026-10-13
Apollon Wealth Management, LLC
344,761$17.4M0.2%GrowthLowMount Pleasant, SC2026-10-23
Selby Wealth Management, LLC
343,414$17.3M6.1%ETFVery LowEmeryville, CA2026-10-16
Cooper Financial Group
339,962$17.1M1.4%GrowthMediumIrvine, CA2026-10-07
Elevatus Welath Management
336,736$17.0M4.1%GrowthHighVictor, NY2026-10-19
Mainstream Capital Management LLC
336,297$16.9M10.0%GrowthLowLos Angeles, CA2026-10-23
IronBridge Private Wealth, LLC
329,974$16.6M4.9%Agg GrowthMediumAustin, TX2026-11-03
Prospera Financial Services Inc
325,987$16.4M0.2%CoreMediumDallas, TX2026-11-04
Heritage OAK Wealth Advisors LLC
323,733$16.3M5.0%ValueHighSanta Rosa Beach, FL2026-10-14
Massachusetts Wealth Management
321,015$16.2M6.5%CoreLowNorth Andover, MA2026-10-21
VCI Wealth Management LLC
318,215$16.0M3.8%CoreHighSt Louis, MO2026-10-29
Concurrent Investment Advisors, LLC
316,361$15.9M0.1%GrowthMediumTampa, FL2026-10-16
Kendall Capital Management
315,170$15.9M2.6%GARPLowRockville, MD2026-10-23
Rahlfs Capital, LLC
312,750$15.8M10.5%CoreLowLake Kiowa, TX2026-10-23
Elmwood Wealth Management, Inc.
307,786$15.5M3.7%ETFLowBerkeley, CA2026-10-14
Guardian Wealth Advisors, LLC
307,666$15.5M7.7%ETFVery LowSt Louis Park, MN2026-10-30
Retirement Guys Formula LLC
301,606$15.2M5.6%CoreMediumMaumee, OH2026-10-26
Axxcess Wealth Management, LLC
300,334$15.1M0.6%CoreLowCarlsbad, CA2026-10-21
Matthew Goff Investment Advisor, LLC
296,788$14.9M2.2%CoreMediumHouston, TX2026-10-13
Dhjj Financial Advisors, Ltd.
286,687$14.4M4.1%ETFVery LowNaperville, IL2026-10-23
Buck Wealth Strategies, LLC
283,554$14.3M1.4%ValueMediumDenver, CO2026-10-28
Aspen Wealth Management LLC
281,556$14.2M2.3%ETFLowFort Worth, TX2026-10-14
Lane Brothers & Co Inc
274,315$13.8M13.9%ETFLowPrescott, AZ2026-11-02
Resonant Capital Advisors, LLC
273,270$13.8M0.7%ETFLowMadison, WI2026-10-15
Nfsg Corp
272,370$13.7M1.6%Agg GrowthMediumBoca Raton, FL2026-10-15
Simon Quick Advisors, LLC
267,523$13.5M0.5%ETFLowMorristown, NJ2026-10-26
Bluedoor Private Wealth, LLC
261,144$13.2M5.6%CoreLowBeverly, MA2026-11-05
Avidian Wealth Enterprises, LLC
253,099$12.7M0.4%ETFLowHouston, TX2026-10-08
Taylor Securities Services, Inc.
246,021$12.4M4.9%ETFLowHarrisburg, PA2026-10-20
Bfsg, LLC
245,888$12.4M1.1%CoreLowIrvine, CA2026-10-30
Rockingstone Advisors LLC
242,162$12.2M4.9%GrowthLowGreat Barrington, MA2026-10-16
B. Riley Wealth Advisors, Inc.
240,441$12.1M0.5%GrowthLowMemphis, TN2026-10-13
Winthrop Advisory Group LLC
238,570$12.0M0.7%ETFVery LowBoston, MA2026-10-22
Kestra Private Wealth Services, LLC
237,910$12.0M0.1%GrowthLowAustin, TX2026-10-30
IFP Advisors, Inc
237,172$11.9M0.2%GrowthLowTampa, FL2026-10-16
Syverson Strege & Co
236,897$11.9M2.6%ETFVery LowWest Des Moines, IA2026-11-02
Independent Wealth Network Inc.
236,829$11.9M3.0%ETFMediumUrbandale, IA2026-10-19
Cerro Pacific Wealth Advisors LLC
236,452$11.9M2.6%GrowthLowSan Luis Obispo, CA2026-10-22
Financial Enhancement Group LLC
231,856$11.7M1.3%ETFMediumAnderson, IN2026-10-08
Redw Wealth LLC
231,026$11.6M4.3%ETFLowAlbuquerque, NM2026-11-02
Perigon Wealth Management, LLC
229,764$11.6M0.2%GrowthLowSan Francisco, CA2026-10-22
5th Street Advisors, LLC
228,305$11.5M4.6%ETFLowSouthport, CT2026-11-04
Integrity Alliance, Llc.
227,309$11.4M0.3%ETFMediumUrbandale, IA2026-10-29
Perennial Advisors, LLC
223,683$11.3M1.7%CoreLowNew York, NY2026-10-13
Insight Wealth Partners, LLC
220,989$11.1M1.5%ETFLowPlano, TX2026-10-26
Legacy Private Trust Co.
220,894$11.1M0.6%ETFLowNeenah, WI2026-10-06
NavPoint Financial, Inc.
220,349$11.1M3.9%ETFVery LowPrior Lake, MN2026-10-21
Ceera Investments, LLC
219,834$11.1M4.2%CoreMediumBellaire, TX2026-11-02
KMG Fiduciary Partners, LLC
218,513$11.0M1.1%GrowthLowToledo, OH2026-10-14
Flavin Financial Services, Inc.
216,508$10.9M5.9%CoreVery LowMelbourne, FL2026-10-21
Donoghue Forlines LLC
216,262$10.9M2.7%CoreVery HighBoston, MA2026-11-02
FSM Wealth Advisors, LLC
215,693$10.8M1.1%ETFLowCleveland, OH2026-10-27
Symphony Financial, Ltd. Co.
213,796$10.8M1.0%GrowthLowHouston, TX2026-10-22
Sowell Financial Services LLC
212,477$10.7M0.3%CoreLowNorth Little Rock, AR2026-10-23
HBW Advisory Services LLC
211,186$10.6M1.1%ETFMediumSimi Valley, CA2026-10-15
J2 Capital Management Inc
210,114$10.6M6.7%ETFHighTroy, MI2026-10-19
Paradigm, Strategies in Wealth Management, LLC
207,396$10.4M6.7%ETFLowMaple Grove, MN2026-10-16
Meridian Financial Advisors, LLC
207,218$10.4M4.9%ETFVery LowHolliston, MA2026-10-14
Integrity Wealth Advisors, Inc.
204,885$10.3M5.3%ETFMediumVentura, CA2026-10-29
Ashton Thomas Private Wealth, LLC
204,305$10.3M0.2%CoreMediumScottsdale, AZ2026-11-03
Beacon Financial Advisory LLC
201,778$10.2M1.9%ETFLowCleveland, OH2026-10-16
Security National Bank
201,479$10.1M1.2%GrowthLowOmaha, NE2026-10-26
GFS Advisors, LLC
197,700$10.0M1.1%CoreLowHouston, TX2026-11-03
Prime Capital Investment Advisors, LLC
196,999$9.9M0.1%ETFLowOverland Park, KS2026-10-20
Enclave Advisors LLC
192,699$9.7M1.2%ETFMediumAustin, TX2026-10-14
Hardworking Capital Advisors, LLC
191,659$9.7M8.0%GrowthMediumPalm Desert, CA2026-10-20
Prosperitas Financial LLC
191,364$9.6M2.9%GrowthLowValencia, CA2026-10-28
Financial Security Advisor, Inc.
190,627$9.6M1.6%CoreLowVirginia Beach, VA2026-11-03
Firestone Capital Management
188,976$9.5M1.8%ETFVery LowSouth Miami, FL2026-11-03
Choreo, LLC
188,502$9.5M0.1%IndexLowRockford, IL2026-10-28
Scott Capital Advisors, LLC
187,699$9.4M1.4%ETFVery LowPortland, OR2026-10-13
Worth Asset Management, LLC
187,616$9.5M2.8%ETFHighDallas, TX2026-10-07
Daymark Wealth Partners, LLC
185,174$9.3M0.2%CoreLowCincinnati, OH2026-11-04
Cardinal Strategic Wealth Guidance
177,434$8.9M2.0%ETFMediumLouisville, KY2026-11-02
Independent Solutions Wealth Management, LLC
175,534$8.8M1.1%GrowthLowWilliamsville, NY2026-10-28
Atria Investments, Inc
172,631$8.7M0.1%CoreMediumCharlotte, NC2026-10-15
Cottage Street Advisors LLC
172,477$8.7M3.3%GrowthLowMarion, MA2026-10-19
CRA Financial Services, LLC
171,549$8.6M1.0%ETFVery LowNorthfield, NJ2026-10-16
Helium Advisors LLC
171,128$8.6M7.5%ETFLowVancouver, WA2026-10-23
Silverlake Wealth Management LLC
169,859$8.6M1.6%ETFLowWilliston, VT2026-10-21
Interchange Capital Partners, LLC
164,213$8.3M1.4%GrowthLowPittsburgh, PA2026-10-28
Apella Capital, LLC
162,894$8.2M0.1%ETFVery LowWest Hartford, CT2026-10-08
Sherman Wealth Management LLC
162,809$8.2M5.8%ETFLowGaithersburg, MD2026-10-16
Strategent Financial, LLC
161,678$8.1M4.0%ETFLowHarrisonburg, VA2026-10-30
Archford Capital Strategies, LLC
160,519$8.1M0.8%GrowthMediumSwansea, IL2026-10-19
Fonville Wealth Management LLC
158,029$8.0M1.2%ETFVery LowRichmond, VA2026-10-28
Market Street Wealth Management Advisors LLC
157,524$7.9M1.1%ETFMediumIndianapolis, IN2026-10-09
Chatham Capital Group, Inc.
156,069$7.9M1.0%CoreLowSavannah, GA2026-10-16
D.A. Davidson & Co.
155,340$7.8M0.0%CoreLowGreat Falls, MT2026-10-28
Hudock, Inc.
154,615$7.8M1.0%ETFLowWilliamsport, PA2026-10-14
Tradewinds Capital Management, LLC
153,216$7.7M1.3%ETFVery HighBellingham, WA2026-10-23
Stone Wealth Partners
152,395$7.7M2.7%ETFLowJefferson, LA2026-11-05
Lodestone Wealth Management LLC
150,897$7.6M2.6%CoreLowSpokane, WA2026-10-14
Financially Speaking Inc
149,073$7.5M36.6%ETFHighGreenwood Village, CO2026-11-04
Howard Financial Services, Ltd.
148,088$7.5M0.8%ETFLowDallas, TX2026-10-15
Citigroup Inc
146,450$7.4M0.0%CoreMediumNew York, NY2026-11-04
Ascentis Wealth Management, LLC
146,443$7.4M1.2%Agg GrowthLowDallas, TX2026-11-03
Woodside Wealth Management LLC
145,583$7.3M5.0%ETFVery LowFramingham, MA2026-10-16
Parkside Investments, LLC
145,534$7.3M0.8%ETFLowDeerfield, IL2026-10-20
BayBridge Capital Group, LLC
143,441$7.2M3.8%GARPMediumLivermore, CA2026-10-13
Sharper & Granite LLC
141,264$7.1M2.4%ETFLowEl Segundo, CA2026-11-02
West Paces Advisors Inc.
140,975$7.1M1.2%ETFLowAtlanta, GA2026-10-13
First Citizens Financial Corp
139,734$7.0M3.0%ETFLowMason City, IA2026-10-02
Cathy Pareto & Associates, Inc
138,811$7.0M4.0%ETFLowCoral Gables, FL2026-10-15
Avestar Capital, LLC
137,752$6.9M0.5%GrowthLowNew York, NY2026-10-28
Vise Technologies, Inc.
135,870$6.8M0.1%IndexLowNew York, NY2026-10-29
Davenport & Co LLC
135,285$6.8M0.0%CoreMediumRichmond, VA2026-10-14
Hartford Financial Management Inc.
134,583$6.8M1.5%CoreLowWest Hartford, CT2026-10-21
Sovran Advisors, LLC
134,092$6.8M0.5%ETFMediumSan Diego, CA2026-11-02
O'Connor Financial Group LLC
133,964$6.7M2.4%ETFLowQuincy, IL2026-10-26
Pennsylvania Capital Management Inc
133,486$6.7M1.6%GrowthLowHuntingdon Valley, PA2026-11-05
Chicago Partners Investment Group LLC
133,483$6.7M0.1%GARPLowChicago, IL2026-10-27
Intrua Financial, LLC
131,536$6.6M0.6%ETFMediumHouston, TX2026-10-28
Creative Financial Designs Inc
131,305$6.6M0.3%ETFMediumKokomo, IN2026-11-04
Certified Advisory Corp
124,320$6.3M0.5%ETFLowAltamonte Springs, FL2026-10-29
SAX Wealth Advisors, LLC
123,740$6.2M0.2%ETFVery LowParsippany, NJ2026-10-13
Walkner Condon Financial Advisors LLC
123,498$6.2M0.7%ETFLowVerona, WI2026-11-02
Pinnacle Associates LTD
121,159$6.1M0.1%CoreLowNew York, NY2026-10-20
Autumn Glory Partners, LLC
120,026$6.0M1.7%CoreMediumDallas, TX2026-10-26
Integral Investment Advisors, Inc.
116,236$5.9M1.3%ETFVery LowTurlock, CA2026-11-03
Blue Water Asset Management
115,883$5.8M1.9%ETFLowGrand Rapids, MI2026-11-04
BOS Asset Management, LLC
113,044$5.7M1.3%ETFLowSpringfield, IL2026-10-09
Greenbush Financial Group, LLC
112,678$5.7M1.7%ETFLowAlbany, NY2026-10-15
Galvin, Gaustad & Stein, LLC
111,765$5.6M0.4%CoreMediumScottsdale, AZ2026-10-08
Gradient Capital Advisors, LLC
111,130$5.6M1.3%ETFLowSan Diego, CA2026-10-21
Triumph Capital Management
111,100$5.6M1.0%ETFMediumDenver, CO2026-10-14
Endowment Wealth Management, Inc.
110,697$5.6M1.9%ETFMediumAppleton, WI2026-11-03
Paragon Private Wealth Management, LLC
109,987$5.5M1.7%GrowthLowLexington, KY2026-10-20
Oppenheimer & Co Inc
109,307$5.5M0.1%CoreLowNew York, NY2026-10-26
Forza Wealth Management, LLC
108,493$5.5M1.6%CoreVery LowSarasota, FL2026-10-20
Wealth Enhancement Trust Services, Inc.
107,960$5.4M0.6%GrowthMediumSioux Falls, SD2026-10-07
Cynosure Group, LLC
107,103$5.4M0.8%ETFMediumSalt Lake City, UT2026-11-03
Meridian Financial Partners LLC
106,718$5.4M1.8%GrowthLowWarrenton, VA2026-10-23
TD Waterhouse Canada Inc.
105,534$5.3M0.0%CoreLowToronto, Australia2026-10-16
Clarity Asset Management, Inc.
104,502$5.3M2.6%ETFHighAmes, IA2026-10-14
Wavvest Wealth LLC
103,982$5.2M4.2%ETFN/AChicago, IL2026-10-21
Brooklyn FI, LLC
103,763$5.2M0.8%ETFVery LowNew York, NY2026-11-05
Saxony Capital Management, LLC
103,047$5.2M2.2%ETFMediumSt. Louis, MO2026-10-15
MBA Advisors LLC
102,796$5.2M1.7%ETFLowHermitage, PA2026-10-29
HUB Investment Partners, LLC
101,647$5.1M0.1%GrowthLowAustin, TX2026-11-03
Madrid Wealth Management, LLC
101,620$5.1M3.3%ETFLowAlbuquerque, NM2026-10-23
International Assets Investment Management, LLC
99,932$5.0M0.3%CoreVery HighOrlando, FL2026-11-02
Promethium Advisors,llc
98,249$4.9M2.4%CoreLowBethesda, MD2026-10-19
Windsor Capital Management, LLC
97,050$4.9M1.3%ETFVery LowPhoenix, AZ2026-10-13
Capital Management Corp
96,636$4.9M0.7%YieldMediumGlen Allen, VA2026-10-29
Chesley Taft & Associates LLC
96,025$4.8M0.2%CoreLowChicago, IL2026-10-13
Smithbridge Asset Management Inc
94,280$4.7M0.6%GrowthLowChadds Ford, PA2026-10-19
Canvas Wealth Advisors, LLC
93,694$4.7M0.6%GrowthLowShawnee, KS2026-11-02
North Forty Two & Co.
90,681$4.6M3.8%ETFVery LowLake Oswego, OR2026-10-19
SBE LLC DBA Cedar Cove Wealth Partners
89,495$4.5M2.1%ETFMediumBloomington, MN2026-10-15
WT Wealth Management
88,880$4.5M1.3%ETFMediumScottsdale, AZ2026-10-13
Paragon Advisors, LLC
88,486$4.5M0.8%ETFHighCollege Station, TX2026-11-03
Park Avenue Securities LLC
86,766$4.4K0.0%ETFMediumNew York, NY2026-10-26
MCF Advisors LLC
86,151$4.3M0.2%ETFLowLexington, KY2026-10-28
Stewardship Advisors, LLC
85,603$4.3M0.9%ETFMediumMount Joy, PA2026-10-20
Cambridge Advisors Inc.
85,545$4.3M0.7%ETFVery LowOmaha, NE2026-10-19
Directional Asset Management
84,703$4.3M3.4%CoreLowArlington Heights, IL2026-10-22
Clear Creek Financial Management, LLC
82,988$4.2M0.3%ETFMediumSilverdale, WA2026-10-28
Dean, Jacobson Financial Services, LLC
82,974$4.2M2.3%ETFLowFort Worth, TX2026-10-29
Salem Investment Counselors Inc
82,615$4.2M0.1%GrowthVery LowWinston-Salem, NC2026-10-13
Mayfair Advisory Group, LLC
82,167$4.1M1.2%ETFLowBirmingham, AL2026-10-20
Key FInancial Inc
81,942$4.1M0.7%ETFLowWest Chester, PA2026-11-02
Cravens & Co Advisors, LLC
81,648$4.1M2.8%CoreMediumCookeville, TN2026-10-16
Elevation Capital Advisory, LLC
80,697$4.1M1.6%ETFVery HighBend, OR2026-10-29
Formidable Asset Management, LLC
79,913$4.0M0.6%CoreLowCincinnati, OH2026-11-03
Apeiron RIA LLC
78,754$4.0M0.9%ETFMediumDallas, TX2026-10-08
Parallel Advisors, LLC
78,657$4.0M0.1%IndexLowSan Francisco, CA2026-11-03
Pinnacle Wealth Management Advisory Group, LLC
77,931$3.9M0.2%GrowthLowRed Bank, NJ2026-10-23
Balboa Wealth Partners
76,947$3.9M0.5%Agg GrowthMediumScottsdale, AZ2026-10-20
Tempus Wealth Planning, LLC
76,538$3.9M0.7%ETFMediumIrvine, CA2026-10-14
Lee, Kelleher & Klein Wealth Management
75,948$3.8M2.0%ETFVery LowEllicott City, MD2026-10-08
McCarthy Asset Management, Inc.
75,924$3.8M1.8%ETFMediumRedwood Shores, CA2026-10-20
JGP Wealth Management, LLC
75,822$3.8M0.3%CoreLowBend, OR2026-10-13
Sage Financial Group Inc
75,368$3.8M0.2%ETFVery LowW. Conshohocken, PA2026-10-27
Trademark Financial Management, LLC
75,041$3.8M1.5%ETFMediumBloomington, MN2026-10-23
Adell Harriman & Carpenter Inc
74,895$3.8M0.2%GrowthVery LowHouston, TX2026-11-02
Ballentine Capital Advisors, Inc
74,572$3.8M1.4%ETFVery LowGreenville, SC2026-10-14
Halbert Hargrove Global Advisors, LLC
74,531$3.8M0.2%ETFLowLong Beach, CA2026-10-16
Howard Wealth Management, LLC
73,653$3.7M1.3%ETFVery LowMadison, CT2026-10-28
Philip James Wealth Mangement, LLC
73,626$3.7M0.4%YieldMediumMilton, GA2026-10-27
Peterson Wealth Advisors, LLC
73,561$3.7M0.4%ETFLowOrem, UT2026-10-08
Strategic Family Wealth Counselors, L.L.C.
71,278$3.6M0.8%ETFVery LowFairfield, NJ2026-10-29
Essex Bank
70,446$3.5M0.7%CoreLowEssex, CT2026-10-16
Invariant Investment Management
70,417$3.5M2.0%ETFLowCamp Hill, PA2026-10-08
VVR Holdings LLC
70,016$3.5M1.5%ETFMediumBellingham, WA2026-10-19
Nottingham Advisors, Inc.
69,302$3.5M0.4%ETFLowAmherst, NY2026-10-29
EverSource Wealth Advisors, LLC
69,241$3.5M0.1%CoreMediumBirmingham, AL2026-11-04
USAdvisors Wealth Management, LLC
69,169$3.5K0.0%ETFLowEden Prairie, MN2026-10-21
Herold Advisors, Inc.
67,820$3.4M0.7%CoreLowNew York, NY2026-10-19
Ellsworth Advisors, LLC
67,808$3.4M0.6%GARPHighHudson, OH2026-10-15
Ascentis Independent Advisors
67,077$3.4M0.2%ETFLowDallas, TX2026-11-03
Novem Group
66,907$3.4M0.3%ETFMediumRochester, NY2026-10-19
Mullaney, Keating & Wright, Inc.
66,632$3.4M1.6%GrowthVery LowMiddletown, CT2026-10-19
Rise Advisors, LLC
66,187$3.3M0.9%ETFMediumRochester, NY2026-10-16
Sigma Planning Corp
65,931$3.3M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Floyd Financial Group LLC
65,431$3.3M2.1%GrowthMediumSpringfield, MO2026-10-28
Creative Planning
64,458$3.2M0.0%IndexVery LowOverland Park, KS2026-11-02
MJT & Associates Financial Advisory Group, Inc.
63,921$3.2M2.1%ETFLowMontevideo, MN2026-10-07
Ignite Planners, LLC
63,725$3.2M0.4%CoreLowSan Clemente, CA2026-10-14
GK Wealth Management LLC
63,693$3.2M1.8%GARPVery HighReno, NV2026-10-09
Copper Harbor Investment Advisors, LLC
63,124$3.2M0.7%ETFN/AAppleton, WI2026-10-16
Fortitude Family Office, LLC
63,092$3.2M0.5%ETFMediumScottsdale, AZ2026-10-14
Procyon Advisors, LLC
62,906$3.2M0.1%CoreVery LowShelton, CT2026-10-21
Eagle Bluffs Wealth Management LLC
61,334$3.1M1.1%GARPVery LowColumbia, MO2026-10-20
United Advisor Group, LLC
61,331$3.1M0.3%ETFLowCincinnati, OH2026-11-03
Patten Group, Inc.
60,552$3.1M0.5%CoreLowChattanooga, TN2026-10-26
Fermata Advisors, LLC
60,042$3.0M0.6%ETFLowSonoma, CA2026-10-13
Old Port Advisors
59,989$3.0M0.6%GARPLowPortland, ME2026-10-23
Eagle Harbor Asset Management Inc
59,699$3.0M2.3%GARPLowSeattle, WA2026-10-21
Sheets Smith Wealth Management
58,932$3.0M0.3%CoreLowWinston-Salem, NC2026-10-16
Sage Advisory Services, Ltd.Co.
58,581$3.0M1.6%ETFMediumAustin, TX2026-10-29
MSH Capital Advisors LLC
58,487$2.9M0.5%CoreLowScottsdale, AZ2026-11-03
Wealthcare Advisory Partners LLC
57,301$2.9M0.0%ETFLowWest Chester, PA2026-10-21
Regatta Capital Group, LLC
56,590$2.9M0.4%ETFLowEl Segundo, CA2026-10-23
Brady Family Wealth, LLC
56,489$2.8M0.8%CoreVery LowSaint Louis, MO2026-11-02
Hixon Zuercher, LLC
55,390$2.8M0.8%CoreMediumFindlay, OH2026-10-13
Wedbush Securities Inc
55,312$2.8K0.0%CoreLowPasadena, CA2026-10-22
BancFirst Trust & Investment Management
55,157$2.8M1.5%Deep ValueLowOklahoma City, OK2026-10-30
RVW Wealth, LLC
54,634$2.8M0.2%ETFVery LowLos Angeles, CA2026-10-06
Bank of New Hampshire
53,958$2.7M0.6%CoreLowLaconia, NH2026-10-06
Gallacher Capital Management LLC
53,733$2.7M2.2%ValueMediumLone Tree, CO2026-10-30
Benchmark Financial, LLC
50,619$2.5M2.0%ETFVery LowWilmington, DE2026-10-16
Cornerstone Wealth Management, LLC
50,597$2.5M0.1%ETFVery LowSt. Peters, MO2026-11-04
Flagship Capital Management Inc.
50,543$2.5M1.5%CoreVery LowMedia, PA2026-10-20
Lake Street Private Wealth, LLC
50,078$2.5M0.3%GrowthLowChicago, IL2026-10-22
Mascagni Wealth Management, Inc.
49,316$2.5M1.5%ETFLowClinton, MS2026-10-23
Sunburst Financial Group, LLC
49,225$2.5M0.4%ETFVery LowVestavia Hills, AL2026-10-09
Sage Rhino Capital LLC
49,211$2.5M0.4%ETFLowMenlo Park, CA2026-10-28
Valley Wealth Managers, Inc.
49,062$2.5M0.1%GARPMediumParamus, NJ2026-10-09
Kraft, Davis & Associates, LLC
48,639$2.4M0.5%ETFMediumSt. Louis, MO2026-10-21
Private Trust Co NA
48,392$2.4M0.2%CoreLowCleveland, OH2026-10-20
Valley National Advisers Inc
48,236$2.4M0.3%ETFLowBethlehem, PA2026-10-23
Investment Planning Advisors, Inc.
48,183$2.4M0.5%ETFMediumCumming, GA2026-10-14
Financial Perspectives, Inc
47,971$2.4M0.6%GrowthVery LowMinneapolis, MN2026-11-03
Curry Webb Wealth Management LLC
47,897$2.4M1.0%ETFLowIndianapolis, IN2026-10-22
First National Trust Co
47,294$2.4M0.1%GrowthLowJohnstown, PA2026-10-28
Transcendent Capital Group LLC
47,104$2.4M1.0%ETFMediumEdmond, OK2026-10-28
SP Asset Management LLC
46,277$2.3M0.2%CoreVery LowCupertino, CA2026-11-05
Verus Capital Partners, LLC
46,215$2.3M0.1%GrowthLowScottsdale, AZ2026-11-03
Jeter Robert S II
45,284$2.3M1.5%ETFVery LowBethany Beach, DE2026-10-16
Patten & Patten Inc
44,976$2.3M0.1%CoreLowChattanooga, TN2026-10-26
Grey Ledge Advisors, LLC
44,478$2.2M0.5%CoreLowGuilford, CT2026-11-02
Golden State Wealth Management, LLC
43,699$2.2M0.2%ETFMediumSanta Ana, CA2026-11-02
Titleist Asset Management, LLC
43,473$2.2M0.1%ETFLowSan Antonio, TX2026-10-08
Diversified Portfolios, Inc.
43,105$2.2M0.1%ETFLowBloomfield Hills, MI2026-11-04
Adamsbrown Wealth Consultants LLC
42,796$2.2M0.4%ETFLowWichita, KS2026-10-20
Clear Point Advisors Inc.
42,727$2.2M1.5%ETFMediumMelville, NY2026-10-30
Red Mountain Financial, LLC
42,463$2.1M1.8%ETFLowFort Collins, CO2026-11-03
Ergawealth Advisors, Inc.
41,767$2.1M0.8%ETFMediumOak Brook, IL2026-10-21
Sterling Investment Advisors, Ltd.
41,759$2.1M0.3%GrowthLowBerwyn, PA2026-10-27
NBT Bank, N.A.
41,580$2.1M0.1%CoreLowNorwich, NY2026-10-21
Cherry Tree Wealth Management, LLC
40,133$2.0M0.4%ETFVery LowMinnetonka, MN2026-10-15
First Heartland Consultants, Inc.
39,138$2.0M0.1%ETFMediumLake St. Louis, MO2026-10-08
Aries Wealth Management
38,615$1.9M0.4%CoreVery LowPortland, ME2026-10-23
Jm2 Capital Inc.
37,986$1.9M1.3%GrowthVery LowEdmond, OK2026-10-14
Blueprint Financial Advisors LLC
37,632$1.9M0.2%GARPMediumGreensboto, NC2026-10-28
Blueprint Investment Partners LLC
37,632$1.9M0.2%ETFMediumGreensboro, NC2026-10-28
Gilpin Wealth Management, LLC
37,554$1.9M1.3%GrowthLowDenver, CO2026-10-09
Norden Group LLC
37,544$1.9M0.1%GrowthMediumProvo, UT2026-10-20
Castleview Partners, LLC
37,451$1.9M0.8%CoreMediumDallas, TX2026-10-09
Ashton Thomas Securities, LLC
37,385$1.9M0.2%ETFMediumRochester, NY2026-10-26
Revisor Wealth Management LLC
37,354$1.9M0.5%CoreLowAkron, OH2026-10-20
Fragasso Financial Advisors Inc
36,736$1.8M0.1%ETFLowSewickley, PA2026-10-13
Asset Allocation Strategies LLC
36,410$1.8M0.3%ETFMediumFarmington, MI2026-10-20
Carter Financial Group, Inc.
35,857$1.8M0.9%GrowthLowBarrington, IL2026-10-21
Embree Financial Group
35,753$1.8M0.2%ETFLowChicago, IL2026-10-22
Legacy Wealth Management, LLC
35,389$1.8M0.1%ETFLowMemphis, TN2026-10-22
John W. Brooker & Co., CPAs
35,361$1.8M2.0%ETFMediumOakland, CA2026-10-21
Focus Financial Network, Inc.
35,128$1.8M0.1%ETFLowMinneapolis, MN2026-10-14
Trek Financial, LLC
35,107$1.8M0.1%ETFHighScottsdale, AZ2026-10-29
Summit Place Financial Advisors, LLC
34,575$1.7M0.8%CoreMediumSummit, NJ2026-10-23
Asio Capital, LLC
34,450$1.7M0.2%GrowthMediumLexington, KY2026-10-19
Freedom Financial Partners LLC
33,894$1.7M0.6%ETFLowOakdale, MN2026-10-19
Maple Capital Management, Inc.
33,453$1.7M0.1%GrowthLowMontpelier, VT2026-11-02
Shore Point Advisors, LLC
33,301$1.7M0.5%ETFLowBrielle, NJ2026-10-14
Westside Investment Management, Inc.
32,690$1.6M0.2%GrowthLowSanta Monica, CA2026-11-02
Guidance Capital, Inc
32,665$1.6M0.4%ETFMediumLousville, KY2026-11-03
Richard P Slaughter Associates Inc
32,305$1.6M0.3%ETFMediumAustin, TX2026-10-13
PDS Planning, Inc
32,129$1.6M0.1%IndexVery LowDublin, OH2026-11-03
National Wealth Management Group, LLC
32,110$1.6M0.5%ETFMediumCincinnati, OH2026-10-26
Verum Partners LLC
31,957$1.6M0.3%ETFLowCharlotte, NC2026-10-21
Essex LLC
31,460$1.6M0.2%ETFLowDeer Park, IL2026-10-14
Royal Harbor Partners, LLC
31,238$1.6M0.5%ETFMediumHouston, TX2026-10-29
Petredis Investment Advisors LLC
31,050$1.6M0.1%GrowthVery LowWarrendale, PA2026-10-20
Auctus Advisors LLC
30,755$1.5M1.3%ETFLowCharlotte, NC2026-10-23
G&S Capital LLC
30,724$1.5M0.4%CoreMediumDenver, CO2026-10-23
Cap Partners, LLC
30,565$1.5M0.7%ETFLowFranklin, TN2026-10-19
Crossmark Global Holdings, Inc.
30,524$1.5M0.0%GARPMediumHouston, TX2026-10-21
Dudley Capital Management, LLC
30,225$1.5M0.6%GrowthLowMiddleburg, VA2026-10-23
Total Clarity Wealth Management, Inc.
29,985$1.5M0.3%ETFMediumSt. Charles, IL2026-10-26
Eagle Strategies LLC
29,643$1.5M0.1%ETFLowNew York, NY2026-10-16
CoreCap Advisors, LLC
29,225$1.5M0.0%ETFMediumSouthfield, MI2026-10-08
SBI Securities Co., Ltd.
28,984$1.5M0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Iron Financial LLC
28,297$1.4M0.6%ETFLowNorthbrook, IL2026-10-23
Acorn Wealth Advisors, LLC
28,271$1.4M0.3%ETFLowGrand Blanc, MI2026-10-19
Kingswood Wealth Advisors, LLC
27,827$1.4M0.1%GrowthLowSan Diego, CA2026-10-23
Alessandra Capital Management, LLC
27,652$1.4M1.0%CoreMediumTorrance, CA2026-10-30
Tenet Wealth Partners, LLC
27,504$1.4M1.0%ETFN/AChampaign, IL2026-10-19
Parsons Capital Management Inc
27,133$1.4M0.1%CoreLowProvidence, RI2026-10-28
StoneCrest Wealth Management, Inc.
27,085$1.4M0.4%ETFMediumChandler, AZ2026-11-03
Cypress Capital Group
26,950$1.4M0.1%CoreLowPalm Beach, FL2026-11-03
Brookstone Capital Management
26,901$1.4M0.0%ETFMediumWheaton, IL2026-10-22
Detalus Advisors, LLC
26,550$1.3M0.3%ETFLowSt. Louis, MO2026-10-15
Realta Investment Advisors
26,483$1.3M0.4%GrowthMediumWilmington, DE2026-10-14
Sunpointe, LLC
26,262$1.3M0.4%GrowthMediumSt. Louis, MO2026-10-22
Americana Partners, LLC
26,205$1.3M0.0%CoreMediumHouston, TX2026-10-28
Csenge Advisory Group
25,715$1.3M0.1%ETFMediumClearwater, FL2026-11-04
Sloy Dahl & Holst, LLC
25,615$1.3M0.2%Agg GrowthVery LowVancouver, WA2026-10-14
Founders Financial Securities LLC
25,545$1.3M0.1%ETFMediumTowson, MD2026-10-28
StoneX Group Inc.
25,191$1.3M0.0%ETFMediumNew York, NY2026-11-03
Blue Trust, Inc.
24,915$1.3M0.0%ETFLowBrentwood, TN2026-10-15
Venture Visionary Partners LLC
24,794$1.2M0.0%CoreLowSylvania, OH2026-10-07
McBroom & Associates, LLC
24,435$1.2M0.7%GrowthLowLas Vegas, NV2026-10-29
Clarity Wealth Advisors, LLC
24,352$1.2M0.2%ETFVery LowSan Jose, CA2026-10-21
Principle Wealth Partners LLC
23,931$1.2M0.1%CoreVery LowMadison, CT2026-11-02
Baker Tilly Wealth Management, LLC
23,870$1.2M0.2%GrowthLowMadison, WI2026-10-05
TriaGen Wealth Management LLC
23,238$1.2M0.3%CoreMediumCalabasas, CA2026-10-14
Birch Capital Management, LLC
22,826$1.1M0.5%CoreLowDallas, TX2026-10-27
SteelPeak Wealth, LLC
22,434$1.1M0.0%GrowthHighWoodland Hills, CA2026-10-16
Nepsis Inc.
22,135$1.1M0.4%CoreMediumMinneapolis, MN2026-10-13
Keystone Wealth Services, LLC
22,055$1.1M0.2%ETFHighPalm Desert, CA2026-11-03
Nordwand Advisors, LLC
21,545$1.1M0.2%CoreLowRadnor, PA2026-11-05
Balefire, LLC
21,386$1.1M0.2%ETFMediumDallas, TX2026-10-09
CGN Advisors LLC
21,173$1.1M0.1%ETFLowManhattan, KS2026-10-21
RM Financial Services, LLC
21,036$1.1M0.8%ETFVery LowFalmouth, ME2026-11-03
Portside Wealth Group, LLC
20,847$1.1M0.1%CoreMediumProvo, UT2026-10-20
Bouvel Investment Partners, LLC
20,766$1.0M0.2%Agg GrowthMediumPhoenixville, PA2026-10-13
Tarbox Family Office, Inc.
20,563$1.0M0.1%ETFVery LowNewport Beach, CA2026-10-23
Flaharty Asset Management, LLC
20,557$1.0M5.8%ETFLowClearwater, FL2026-11-02
Agate Pass Investment Management, LLC
20,342$1.0M0.4%CoreLowBainbridge Island, WA2026-10-20
BridgePort Financial Solutions, LLC
20,226$1.0M0.2%ETFLowFairfield, IA2026-11-02
Richards, Merrill & Peterson, Inc.
20,170$1.0M0.3%GrowthLowSpokane, WA2026-10-19
Essential Investment Partners LLC
20,008$1.0M0.7%GrowthLowEnglewood, CO2026-10-27
Intesa Sanpaolo Wealth Management
19,900$1.0M0.2%GrowthMediumLuxembourg, Netherlands2026-10-28
Midwest Financial Network, LLC
19,299$972.1K0.7%ETFHighTinley Park, IL2026-10-13
TFB Advisors LLC
19,293$971.8K0.4%ETFLowOverland Park, KS2026-11-02
Retireful, LLC
19,263$970.3K0.8%GrowthVery HighHaslett, MI2026-10-09
Waterway Wealth Management, LLC
19,182$966.2K0.2%ETFMediumThe Woodlands, TX2026-10-28
Allen Capital Group, LLC
18,901$952.0K0.1%CoreLowGrand Island, NE2026-10-27
Mendota Financial Group, LLC
18,619$937.9K0.6%ETFLowMadison, WI2026-10-07
RFG Advisory, LLC
18,548$934.3K0.0%ETFMediumBirmingham, AL2026-11-03
BLB&B Advisors, LLC
17,987$906.0K0.0%ETFLowMontgomeryville, PA2026-10-27
Family Capital Trust Co
17,937$903.3K0.3%CoreLowPeabody, MA2026-10-22
Decker Wealth Management LLC
17,888$901.0K0.2%MomentumLowNashville, TN2026-10-09
Midwest Trust Co
17,877$900.5K0.0%CoreLowOverland Park, KS2026-10-22
Castle Rock Wealth Management, LLC
17,430$875.9K0.2%GrowthMediumWalnut Creek, CA2026-10-09
LifeWealth Investments, LLC
17,280$870.4K0.2%ETFMediumWinter Garden, FL2026-10-21
Latitude Advisors, LLC
17,255$869.1K0.3%ETFLowYorkville, IL2026-10-27
Key Client Fiduciary Advisors, LLC
17,126$862.6K0.2%ValueMediumFairfield, NJ2026-10-19
Adelphi Trust Co
17,119$862.3K0.6%GrowthLowSaint Petersburg, FL2026-10-05
Beaumont Financial Advisors, LLC
17,088$860.7K0.1%GrowthMediumNeedham, MA2026-10-22
Horizon Financial Services, LLC
17,031$857.9K0.3%ETFLowWinston Salem, NC2026-11-04
Tortuga Wealth Management, Inc
16,733$843.3K0.6%CoreLowTorrance, CA2026-10-27
Waldron Private Wealth LLC
16,597$836.0K0.0%ETFVery LowBridgeville, PA2026-11-02
Seamount Financial Group Inc
16,153$813.6K0.3%ETFLowColorado Springs, CO2026-10-21
Investment Partners Asset Management, Inc.
16,146$813.3K0.4%CoreLowMetuchen, NJ2026-10-09
Reicon Wealth Advisors, LLC
16,101$811.0K0.4%ETFLowAtlanta, GA2026-11-04
Forbes J M & Co LLP
15,987$805.3K0.1%GrowthVery LowBoston, MA2026-10-16
Eagle Rock Investment Company, LLC
15,983$805.1K0.1%CoreLowAtlanta, GA2026-10-21
Nvwm, LLC
15,938$802.8K0.2%GrowthMediumYardley, PA2026-10-14
Roman Butler Fullerton & Co
15,901$951.5K0.2%GrowthMediumSt Louis, MO2026-10-27
Whipplewood Advisors, LLC
15,880$799.9K0.5%ETFLowLittleton, CO2026-10-20
XY Planning Network, Inc.
15,802$796.0K0.1%ETFLowBozeman, MT2026-10-14
Integrated Advisors Network LLC
15,488$780.2K0.0%GrowthMediumDallas, TX2026-10-20
Narus Financial Partners, LLC
15,282$769.8K0.2%ValueLowSalt Lake City, UT2026-10-19
Mosley Wealth Management
15,278$768.8K0.2%ETFHighAnaheim, CA2026-10-16
Caliber Wealth Management, LLC / KS
15,258$768.5K0.1%ETFLowOverland Park, KS2026-11-04
Lifestyle Asset Management, Inc.
15,243$767.8K0.2%ETFHighFriendswood, TX2026-10-20
True Private Wealth Advisors
15,197$765.5K0.1%ETFMediumSalem, OR2026-10-19
Affiance Financial, LLC
15,030$757.1K0.1%ETFVery LowSt. Louis Park, MN2026-10-15
Elevation Point Wealth Partners, LLC
14,843$747.6K0.0%CoreHighDenver, CO2026-11-05
Wealth Alliance Advisory Group, LLC
14,830$747.0K0.1%CoreLowWichita, KS2026-10-14
Private Client Services, LLC
14,718$741.3K0.2%ETFMediumLouisville, KY2026-10-02
Commerce Advisors, LLC
14,254$718.0K0.3%ETFLowMemphis, TN2026-10-19
Catalyst Private Wealth, LLC
14,087$709.6K0.3%ETFVery LowSan Mateo, CA2026-10-13
Lunt Capital Management, Inc.
14,004$705.4K0.3%ETFLowHolladay, UT2026-10-30
Allspring Global Investments Holdings, LLC
14,000$705.2K0.0%CoreMediumCharlotte, NC2026-11-04
First Hawaiian Bank
13,938$702.1K0.1%ETFVery LowHonolulu, HI2026-10-14
Lodestar Private Asset Management LLC
13,923$701.3K0.1%ETFLowAlamo, CA2026-10-26
Sowa Financial Group, Inc.
13,290$6690.0%ETFLowLincoln, RI2026-10-26
ARQ Wealth Advisors, LLC
13,248$667.3K0.1%ETFLowScottsdale, AZ2026-10-29
Hazlett, Burt & Watson, Inc.
13,198$517.1K0.3%CoreVery LowWheeling, WV2026-11-04
Robertson Stephens Wealth Management, LLC
12,743$641.9K0.0%ETFMediumSan Francisco, CA2026-10-16
PFG Advisors
12,712$640.3K0.0%ETFMediumPhoenix, AZ2026-10-16
Jnba Financial Advisors
12,617$635.5K0.0%ETFMediumBloomington, MN2026-11-03
Sterling Investment Counsel, LLC
12,399$624.5K0.1%GrowthLowBuffalo, NY2026-10-19
Harpswell Capital Advisors, LLC
12,399$624.5K0.4%ETFMediumYarmouth, ME2026-10-09
Heck Capital Advisors, LLC
12,323$620.7K0.0%ETFMediumRhinelander, WI2026-10-14
RMR Wealth Builders
12,286$618.9K0.0%ETFLowMontclair, NJ2026-10-22
LVZ, Inc.
12,115$610.2K0.1%ETFLowHolland, MI2026-10-20
Frederick Financial Consultants, LLC
12,045$606.7K0.3%ETFVery LowFrederick, MD2026-10-29
AGH Wealth Advisors, LLC
12,000$604.4K0.4%GrowthLowWichita, KS2026-10-26
GEM Asset Management, LLC
11,994$604.1K0.2%ETFLowPlymouth, MI2026-10-13
Gibbs Wealth Management
11,889$598.9K0.1%CoreLowAlpharetta, GA2026-10-22
Security Financial Services, Inc.
11,844$596.6K0.1%ETFMediumFort Wayne, IN2026-10-29
Princeton Global Asset Management LLC
11,780$593.4K0.1%GrowthLowPrinceton, NJ2026-10-21
Choice Wealth Advisors LLC
11,673$587.9K0.2%ETFMediumWaterville, ME2026-10-16
Alliance Wealth Advisors, LLC
11,599$584.2K0.1%ETFHighCenterville, UT2026-10-28
Gill Capital Partners, LLC
11,528$580.7K0.2%ETFLowDenver, CO2026-10-13
Montecito Bank & Trust
11,513$579.9K0.1%GrowthVery LowSanta Barbara, CA2026-10-01
Wilkerson Advisory Group LLC
11,484$578.5K0.2%ETFMediumColumbia, MO2026-10-20
Boyce & Associates Wealth Consulting, Inc.
11,441$576.3K0.3%ETFMediumCedar Park, TX2026-10-14
Pinion Investment Advisors, LLC
11,413$574.9K0.1%ETFLowWichita, KS2026-11-04
Cordgrass Capital Advisors, LLC
11,214$564.8K0.2%CoreLowRaleigh, NC2026-10-30
Lineweaver Wealth Advisors, LLC
11,206$564.4K0.1%ETFLowValley View, OH2026-10-13
Clear Trail Advisors, LLC
11,105$559.3K0.1%CoreLowHouston, TX2026-10-20
Chapin Davis, Inc.
11,095$558.9K0.1%GrowthHighBaltimore, MD2026-10-09
Emerald Advisors, LLC
10,838$545.9K0.1%GrowthVery LowBellevue, WA2026-10-13
E6 Portfolios, LLC
10,687$538.3K0.4%ETFLowMidvale, UT2026-10-26
Patriot Investment Management Group, Inc.
10,613$534.6K0.0%ETFVery LowKnoxville, TN2026-10-15
Rose Capital Advisors LLC
10,613$534.6K0.1%ETFN/AMiami Beach, FL2026-11-04
Legacy Capital Wealth Partners, LLC
10,550$531.4K0.1%CoreMediumLittle Rock, AR2026-10-21
Hicks Capital Management LLC
10,415$526.7K0.4%ETFVery LowColumbus, OH2026-10-20
Boyum Wealth Architects LLC
10,399$522.3K0.2%ETFLowBloomington, MN2026-10-06
CX Institutional
10,270$5170.0%CoreMediumAuburn, IN2026-10-02
SeaCrest Wealth Management, LLC
10,123$509.9K0.1%GrowthLowPurchase, NY2026-10-21
Marino, Stram & Associates LLC
9,993$503.3K0.1%ETFVery LowBraintree, MA2026-10-22
Discipline Wealth Solutions, LLC
9,850$496.1K0.0%ETFLowGreenville, SC2026-10-14
Glenview Trust Co
9,788$493.0K0.0%GrowthVery LowLouisville, KY2026-10-28
Surience Private Wealth LLC
9,729$490.1K0.5%ETFVery HighYakima, WA2026-10-16
TMB Capital Partners, LLC
9,615$484.3K0.1%MomentumMediumLittle Rock, AR2026-10-20
Fortress Financial Solutions, LLC
9,560$481.6K0.4%ETFLowTucson, AZ2026-10-14
Woodmont Investment Counsel LLC
9,542$480.6K0.0%GARPVery LowNashville, TN2026-10-29
Winnacle Wealth LLC
9,404$473.7K0.3%CoreMediumWaco, TX2026-10-15
Tred Avon Family Wealth, LLC
9,318$469.3K0.1%CoreLowEaston, MD2026-10-20
Pinnacle Financial Group, LLC / IL
9,266$466.7K0.1%ETFVery LowWestern Springs, IL2026-10-29
Bell Bank
9,259$466.4K0.0%ETFLowFargo, ND2026-10-21
Optima Capital LLC
9,209$463.9K0.2%ETFHighPortland, OR2026-10-29
Lee Financial Co
8,981$452.4K0.1%ETFVery LowDallas, TX2026-10-16
Strategic Blueprint, LLC
8,955$451.1K0.0%ETFLowAtlanta, GA2026-10-22
Redwood Family Wealth LLC
8,921$449.4K0.4%GrowthLowPlano, TX2026-10-20
Cullen T Bankers, Inc.
8,761$441.3K0.0%GrowthLowSan Antonio, TX2026-10-28
Moller Wealth Partners
8,739$440.2K0.1%ETFVery LowNorthfield, IL2026-10-15
Leslie Global Wealth, LLC
8,695$438.0K0.2%ETFLowItasca, IL2026-10-26
Ballast Financial Advisors LLC
8,635$434.9K0.4%ETFVery LowWest Chester, PA2026-10-26
Wellment Financial
8,594$432.9K0.5%ETFHighElmhurst, IL2026-10-28
Pinnacle Wealth Planning Services, Inc.
8,419$424.1K0.0%GARPLowMansfield, OH2026-10-27
Argos Wealth Advisors, LLC
8,390$422.6K0.1%GrowthLowSacramento, CA2026-11-02
Gerald Baker Financial Group LLC
8,382$422.2K0.1%GARPLowArlington, TX2026-10-09
Washington Trust Advisors, Inc.
8,336$419.9K0.0%GrowthLowWellesley, MA2026-10-22
Alhambra Investment Management LLC
8,328$419.5K0.2%CoreLowPalmetto Bay, FL2026-10-15
Sanchez Gaunt Capital Management, LLC
8,318$419.0K0.2%ETFN/AReno, NV2026-11-03
Signature Equity Partners, LLC
8,313$418.7K0.1%GrowthMediumColumbus, OH2026-10-29
Five Oceans Advisors
8,201$413.1K0.2%ETFVery LowCarlsbad, CA2026-10-22
Regions Financial Corp
8,200$413.0K0.0%CoreLowBirmingham, AL2026-11-05
Ascent Group, LLC
8,197$412.9K0.0%CoreLowVirginia Beach, VA2026-10-30
BNB Wealth Management, LLC
8,189$412.5K0.2%ETFMediumSilver Spring, MD2026-10-28
Unique Wealth, LLC
8,141$410.1K0.0%ETFMediumTampa, FL2026-10-16
Viewpoint Investment Partners Corp
8,010$403.5K0.1%ValueMediumCalgary, Abu Dhabi2026-10-26
Cardinal Point Capital Management ULC
7,920$398.9K0.0%ValueLowToronto, Australia2026-10-21
Gimbal Financial
7,862$396.0K0.2%ETFN/ACarmel, IN2026-10-19
MMA Asset Management LLC
7,831$394.4K0.1%ETFMediumNew York, NY2026-11-02
Klingman & Associates, LLC
7,808$393.3K0.0%ETFVery LowNew York, NY2026-10-20
Cornerstone Wealth Group, LLC
7,770$391.4K0.0%CoreMediumHuntersville, NC2026-11-02
Indivisible Partners
7,734$389.6K0.0%GrowthMediumClearwater, FL2026-10-26
Avior Wealth Management, LLC
7,600$382.8K0.0%ETFMediumOmaha, NE2026-10-13
Stone Summit Wealth LLC
7,479$376.7K0.1%ETFLowMiami, FL2026-10-14
Ridgeline Wealth, LLC
7,325$368.5K0.2%ETFVery LowMesa, AZ2026-10-14
M Holdings Securities, Inc.
7,246$364.0K0.1%ETFHighPortland, OR2026-11-03
VestGen Advisors, LLC
7,237$364.5K0.0%GrowthMediumChicago, IL2026-10-27
Stonebridge Financial Group, LLC
7,223$363.8K0.0%ETFMediumWormleysburg, PA2026-10-01
Centerpoint Advisory Group
7,022$353.7K0.2%ETFLowOverland Park, KS2026-10-23
Brown Miller Wealth Management, LLC
6,952$350.2K0.1%GrowthLowMclean, VA2026-11-02
Arlington Trust Co LLC
6,943$349.7K0.0%ETFMediumBirmingham, AL2026-10-20
Platt Wealth Management LLC
6,938$349.0K0.4%GrowthVery LowSan Diego, CA2026-11-04
Andrew Hill Investment Advisors, Inc.
6,917$348.4K0.3%GrowthHighNaples, FL2026-10-22
Baker Ellis Asset Management LLC
6,917$348.4K0.0%GARPVery LowVancouver, WA2026-10-14
Signal Advisors Wealth, LLC
6,908$348.0K0.0%ETFLowDetroit, MI2026-10-13
Flagstar Securities, Inc
6,886$346.8K0.1%ETFVery LowNew York, NY2026-10-15
Slow Capital, Inc.
6,803$342.7K0.0%Agg GrowthLowGreenbrae, CA2026-10-23
Global View Capital Management LLC
6,520$328.4K0.1%ETFHighWaukesha, WI2026-10-28
EPG Wealth Management LLC
6,417$323.2K0.1%GrowthLowAtlanta, GA2026-11-03
Childress Capital Advisors, LLC
6,414$323.1K0.1%GARPMediumHouston, TX2026-10-28
Redwood Financial Network Corp
6,338$319.2K0.2%ETFLowSolon, OH2026-11-03
Inscription Capital, LLC
6,316$318.2K0.0%GARPMediumHouston, TX2026-11-02
Wealth Dimensions Group, Ltd.
6,292$316.9K0.1%ETFLowCincinnati, OH2026-11-02
Elevation Wealth Management LLC
6,277$316.2K0.2%Agg GrowthLowEden Prairie, MN2026-11-02
Legacy Wealth Partners, LLC
6,221$313.4K0.1%ETFHighLakewood, CO2026-10-15
Prism Advisors, Inc.
6,188$311.1K0.1%ETFMediumStudio City, CA2026-10-09
Modera Wealth Management, LLC
6,106$307.6K0.0%ETFVery LowWestwood, NJ2026-10-28
Global Strategic Investment Solutions, LLC
6,090$306.7K0.0%ETFLowScottsdale, AZ2026-10-16
Partners Wealth Management, LLC
6,063$305.4K0.0%CoreLowCarmel By The Sea, CA2026-10-28
Gemmer Asset Management LLC
6,000$302.2K0.0%ETFLowWalnut Creek, CA2026-10-16
IVC Wealth Advisors LLC
5,967$300.6K0.1%GrowthLowSilverdale, PA2026-10-23
Fagan Associates, Inc.
5,960$300.2K0.0%GrowthLowTroy, NY2026-10-13
Valeo Financial Advisors, LLC
5,947$299.5K0.0%ETFLowCarmel, IN2026-10-08
BostonPremier Wealth LLC
5,934$298.9K0.1%ETFVery LowHanover, MA2026-10-16
Elevated Financial Group LLC
5,882$296.3K0.1%ETFMediumIndianapolis, IN2026-10-16
Centurion Wealth Management LLC
5,869$295.6K0.1%ETFMediumMclean, VA2026-10-13
RCW Management, LLC
5,758$290.1K0.3%ETFVery LowJacksonville, FL2026-10-30
Live Oak Investment Partners
5,758$290.0K0.2%ETFMediumAustin, TX2026-10-23
Milestone Asset Management Group, LLC
5,745$289.4K0.1%ETFVery LowAvon, CT2026-10-20
Harbor Investment Advisory, LLC
5,743$289.3K0.0%GrowthLowLutherville, MD2026-10-13
Aull & Monroe Investment Management Corp
5,690$286.6K0.1%CoreVery LowMobile, AL2026-10-16
Sincerus Advisory, LLC
5,659$285.0K0.2%ETFVery LowNew York, NY2026-10-09
Maia Wealth LLC
5,658$285.0K0.0%ETFMediumDenver, CO2026-10-19
Badgley Phelps Wealth Managers, LLC
5,619$283.0K0.0%GrowthVery LowSeattle, WA2026-10-22
Harmony Asset Management LLC
5,542$279.2K0.1%GrowthMediumScottsdale, AZ2026-10-20
BKM Wealth Management, LLC
5,476$275.8K0.1%GrowthLowBrookfield, WI2026-10-22
Oak Barrel Wealth Advisory LLC
5,441$274.1K0.1%ETFN/AReston, VA2026-11-05
InTrack Investment Management Inc
5,439$274.0K0.1%GrowthMediumSouth Burlington, VT2026-10-15
Fort Washington Investment Advisors Inc
5,409$272.5K0.0%CoreLowCincinnati, OH2026-10-15
Twelve Points Wealth Management LLC
5,404$272.5K0.1%ETFMediumConcord, MA2026-11-03
Farmers & Merchants Trust Co of Long Beach
5,384$271.2K0.1%CoreVery LowLong Beach, CA2026-10-22
IFC & Insurance Marketing, Inc.
5,349$269.4K0.2%ETFHighAuburn, CA2026-10-16
LVW Advisors, LLC
5,325$268.2K0.0%CoreMediumPittsford, NY2026-10-19
Benin Management Corp
5,300$267.0K0.1%CoreVery LowRedding, CT2026-10-22
Morey & Quinn Wealth Partners, LLC
5,288$266.4K0.2%CoreVery LowOmaha, NE2026-10-28
Wallington Asset Management, LLC
5,268$265.3K0.0%CoreVery LowIndianapolis, IN2026-11-04
Master's Wealth Management Inc.
5,259$264.9K0.1%ETFMediumLancaster, PA2026-10-22
Archer Investment Corp
5,222$263.1K0.0%CoreMediumCarmel, IN2026-11-05
Virtue Capital Management, LLC
5,218$262.8K0.0%GrowthHighBrentwood, TN2026-10-29
Keybank National Association
5,209$262.4K0.0%CoreLowBrooklyn, OH2026-11-04
MBE Wealth Management, LLC
5,181$261.0K0.1%ETFVery LowTomah, WI2026-10-26
Richardson Financial Services Inc.
5,171$260.5K0.1%GrowthMediumMedway, MA2026-10-30
Cdkv Holdings LLC
5,133$258.5K0.2%ETFMediumDenver, CO2026-10-28
Carrera Capital Advisors
5,102$257.0K0.0%ETFMediumTroy, MI2026-11-03
Etesian Wealth Advisors, Inc.
5,023$253.0K0.1%ETFLowWest Linn, OR2026-10-27
Fiduciary Alliance LLC
5,012$252.5K0.0%CoreMediumGreenville, SC2026-10-13
K2 Financial Inc.
5,009$251.9K0.2%ETFLowGlendora, CA2026-10-26
Cherry Creek Investment Advisors, Inc.
4,916$247.6K0.1%GrowthLowEnglewood, CO2026-10-14
Acima Private Wealth, LLC
4,903$247.0K0.1%ETFVery LowRichmond, VA2026-10-05
Guerra PAN Advisors, LLC
4,884$245.9K0.1%GrowthVery LowMontclair, NJ2026-10-26
Integrated Capital Management, LLC
4,872$245.4K0.1%ETFLowBloomfield, MI2026-10-23
LongView Wealth Management
4,858$244.7K0.1%ETFLowAtlanta, GA2026-10-19
Turn8 Private Wealth Inc.
4,833$243.4K0.2%GARPMediumPointe Claire, Austria2026-11-05
ETF Store, Inc.
4,796$241.6K0.2%ETFVery LowOverland Park, KS2026-10-19
West Wealth Group, LLC
4,795$241.5K0.0%ETFMediumIrvine, CA2026-10-14
Benchmark Financial Wealth Advisors, LLC
4,748$239.1K0.1%ETFLowBoca Raton, FL2026-10-20
AUA Capital Management, LLC
4,672$235.3K0.1%ETFVery LowMechanicsburg, PA2026-10-15
Lighthouse Wealth Management Inc.
4,645$234.0K0.1%ETFLowAshland, OH2026-10-13
Madison Park Capital Advisors, LLC
4,625$233.0K0.1%ETFMediumSeattle, WA2026-10-28
Alliance Wealth Advisors, LLC
4,605$232.0K0.1%CoreVery LowScranton, PA2026-10-14
Seven Hills Financial, LLC
4,550$229.2K0.1%ETFN/ATallahassee, FL2026-10-13
Atticus Wealth Management, LLC
4,542$228.8K0.1%ETFLowPalm Beach Gardens, FL2026-10-20
Skyline Advisors, Inc.
4,530$228.2K0.1%ETFMediumBellingham, WA2026-11-03
Visionary Wealth Advisors
4,470$225.1K0.0%ETFLowO'Fallon, IL2026-11-04
Albion Financial Group
4,451$224.2K0.0%GrowthLowSalt Lake City, UT2026-10-21
Ledyard National Bank
4,443$223.8K0.0%CoreLowHanover, NH2026-10-21
Sage Capital Management, LLC
4,421$222.8K0.1%ETFLowStockton, NJ2026-10-20
IFG Advisors, LLC
4,379$220.6K0.0%ETFVery LowSt. Louis, MO2026-10-15
Hall Laurie J Trustee
4,375$220.4K0.1%CoreVery LowBoston, MA2026-10-06
Lavelle Capital LP
4,340$218.6K0.1%GrowthHighSan Francisco, CA2026-11-03
Signature Estate & Investment Advisors LLC
4,279$215.5K0.0%ETFMediumLos Angeles, CA2026-10-13
Guided Capital Wealth Management, LLC
4,186$210.8K0.1%ETFMediumHouston, TX2026-10-21
PFW Advisors LLC
4,172$210.1K0.1%CoreLowAtlanta, GA2026-10-07
Prota Financial, LLC
4,127$207.3K0.1%ETFMediumHouston, TX2026-10-08
Laurel OAK Wealth Management, LLC
4,105$206.8K0.0%GrowthLowMarlton, NJ2026-10-19
Evolution Wealth Management Inc.
4,062$204.6K0.1%ETFMediumFort Myers, FL2026-10-28
Accurate Wealth Management, LLC
4,053$203.9K0.0%CoreMediumWesley Chapel, FL2026-10-20
Investmark Advisory Group LLC
4,050$204.0K0.1%ETFVery LowShelton, CT2026-10-27
Lantern Wealth Advisors, LLC
4,047$203.9K0.1%GrowthLowMelville, NY2026-10-22
Hubbell Strickland Wealth Management, LLC
4,042$203.6K0.1%ETFVery LowNew Orleans, LA2026-10-29
Kathmere Capital Management, LLC
4,039$203.4K0.0%ETFLowWayne, PA2026-10-20
Palatine Hill Wealth Management, LLC
4,032$203.1K0.1%ETFMediumBirmingham, MI2026-11-03
Trust Co
3,979$200.4K0.0%ETFVery LowManhattan, KS2026-10-09
Koshinski Asset Management, Inc.
3,978$200.4K0.0%ETFLowDecatur, IL2026-10-29
Canton Hathaway, LLC
3,953$199.1K0.0%ValueLowProvidence, RI2026-10-23
Barrett & Company, Inc.
3,942$209.5K0.1%ETFLowProvidence, RI2026-10-22
MidAtlantic Capital Management, Inc.
3,825$192.7K0.1%ETFVery LowRichmond, VA2026-11-05
First Horizon Corp
3,658$184.3K0.0%CoreLowMemphis, TN2026-10-26
Atwood & Palmer Inc
3,500$176.3K0.0%CoreVery LowKansas City, MO2026-10-08
Matrix Trust Co
3,436$1730.0%ETFLowDenver, CO2026-10-07
Hurley Capital, LLC
3,238$163.1K0.1%GARPMediumNew York, NY2026-11-05
SYM Financial Corp
3,170$159.7K0.0%ETFVery LowWinona Lake, IN2026-10-26
WPG Advisers, LLC
3,130$157.7K0.1%CoreLowBaltimore, MD2026-10-27
Transce3nd, LLC
3,115$156.8K0.2%GrowthLowBuda, TX2026-10-26
Fairway Wealth LLC
2,984$150.3K0.0%ETFLowIndependence, OH2026-10-30
PFS Partners, LLC
2,766$139.3K0.1%ETFVery LowMine Hill, NJ2026-10-21
Harbor Asset Planning, Inc.
2,762$139.1K0.1%ETFVery LowBelmont, MA2026-10-23
Blueline Advisors LLC
2,746$138.3K0.1%ETFLowExeter, NH2026-10-15
Financial Network Wealth Advisors LLC
2,674$134.7K0.1%ETFLowMurray, UT2026-10-28
Root Financial Partners, LLC
2,558$128.8K0.0%ETFMediumEncinitas, CA2026-10-21
Cape Investment Advisory, Inc.
2,517$126.7K0.0%ETFLowMcdonough, GA2026-10-13
Capital Investment Counsel, Inc
2,248$113.2K0.0%GrowthVery LowRaleigh, NC2026-10-20
Next Level Wealth Planning, LLC
2,183$110.0K0.0%ETFVery LowMeridian, ID2026-10-29
Physician Wealth Advisors, Inc.
2,129$107.2K0.0%ETFMediumMidvale, UT2026-10-20
Cedar Mountain Advisors, LLC
2,033$102.4K0.0%ETFVery LowLake Oswego, OR2026-10-15
Peck Wealth Management, LLC
1,958$98.6K0.1%ETFLowWhite Plains, NY2026-10-29
Parkside Financial Bank & Trust
1,822$91.8K0.0%CoreVery LowSaint Louis, MO2026-10-27
Phillip James Consulting Co.
1,669$84.1K0.1%ETFVery HighPlymouth, MN2026-11-03
TD Private Client Wealth LLC
1,659$83.6K0.0%ETFLowNew York, NY2026-10-28
Plante Moran Financial Advisors, LLC
1,521$76.6K0.0%ETFVery LowSouthfield, MI2026-11-04
Salomon & Ludwin, LLC
1,427$71.9K0.0%ETFVery LowRichmond, VA2026-10-29
Kingdom Financial Group Llc.
1,220$61.5K0.0%ETFMediumPeoria, AZ2026-11-04
Wagner Wealth Management, LLC
1,186$59.7K0.0%ETFLowGreenville, SC2026-10-21
Elevation Wealth Partners, LLC
1,066$53.7K0.0%ETFLowWalnut Creek, CA2026-10-07
Rossmore Private Capital
1,000$50.4K0.0%CoreLowGlastonbury, CT2026-10-27
Burk Holdings LLC
992$50.0K0.0%ETFVery LowTulsa, OK2026-11-05
Pinnacle Bancorp, Inc.
875$44.1K0.0%CoreVery LowBeatrice, NE2026-10-21
Lloyd Advisory Services, Llc.
870$43.8K0.0%ETFVery HighSuwanee, GA2026-11-02
Versant Capital Management, Inc
858$43.2K0.0%GARPLowPhoenix, AZ2026-10-02
Nemes Rush Group LLC
846$42.6K0.0%CoreVery LowNovi, MI2026-11-04
Loring Wolcott & Coolidge Fiduciary Advisors LLP
837$42.2K0.0%GrowthVery LowBoston, MA2026-10-23
American National Bank & Trust
749$37.7K0.0%CoreVery LowWichita Falls, TX2026-10-07
Barnes Dennig Private Wealth Management LLC
742$37.4K0.0%CoreLowCincinnati, OH2026-10-30
Hughes Financial Services, LLC
589$29.7K0.0%ETFLowHerndon, VA2026-10-30
Quaker Wealth Management, LLC
523$26.4K0.0%ETFMediumMoorestown, NJ2026-10-22
Markowski Investments
438$22.1K0.0%ETFN/ATampa, FL2026-10-30
Mcdonald Partners LLC
400$20.1K0.0%CoreLowCleveland, OH2026-11-03
Moisand Fitzgerald Tamayo, LLC
380$19.1K0.0%ETFVery LowOrlando, FL2026-10-15
Balance Wealth Partners LLC
369$18.6K0.0%ETFMediumWorthington, OH2026-10-27
Independence Bank of Kentucky
327$16.5K0.0%GrowthLowOwensboro, KY2026-10-26
Compass Financial Management LLC
301$15.2K0.0%CoreN/ATampa, FL2026-10-30
Eukles Asset Management
280$14.1K0.0%CoreLowCincinnati, OH2026-11-04
Comprehensive Financial Planning, Inc.
251$12.7K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Brown, Lisle Ings, Inc.
250$12.6K0.0%CoreVery LowProvidence, RI2026-10-16
Deseret Mutual Benefit Administrators
195$9.8K0.0%CoreMediumSalt Lake City, UT2026-11-04
Silver Grove Financial Group, Inc.
189$9.5K0.0%CoreMediumOrchard Park, NY2026-11-05
Mather Group, Llc.
185$9.3K0.0%ETFMediumChicago, IL2026-10-14
Investors Research Corp
172$8.7K0.0%ETFLowAtlanta, GA2026-10-07
Farmers & Merchants Investments Inc
112$5.6K0.0%CoreVery LowLincoln, NE2026-10-22
Hilltop National Bank
97$4.9K0.0%CoreLowCasper, WY2026-10-14
Maryland Capital Advisors Inc.
94$4.7K0.0%ETFVery LowChester, MD2026-10-15
Tounjian Advisory Partners, LLC
83$4.2K0.0%GrowthHighFort Myers, FL2026-11-04
Abound Wealth Management
79$4.0K0.0%ETFVery LowFranklin, TN2026-10-26
Signature Resources Capital Management, LLC
63$3.2K0.0%ETFLowNewport Beach, CA2026-10-16
Arvest Investments, Inc.
63$3.2K0.0%ETFLowLowell, AR2026-10-21
Vima LLC
39$2.0K0.0%CoreLowTroy, MI2026-10-23
Rakuten Securities, Inc.
21$1.1K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Quest 10 Wealth Builders, Inc.
18$8970.0%ETFLowFuquay-Varina, VA2026-11-02
Spurstone Advisory Services, LLC
13$6530.0%CoreLowHigganum, CT2026-11-02
Vermillion Wealth Management, Inc.
11$5540.0%ValueLowRosemount, MN2026-10-26
Portfolio Resources Advisor Group, Inc.
11$5540.0%ETFMediumCoral Gables, FL2026-10-20
Wolff Wiese Magana LLC
10$5040.0%GrowthLowCarslbad, CA2026-10-15
Asset Dedication, LLC
10$5230.0%ETFLowSan Francisco, CA2026-11-03
McCarley & Cook Financial Planners
7$3530.0%ETFLowCincinnati, OH2026-10-21
Gamma Investing LLC
6$3020.0%IndexVery LowFoster City, CA2026-10-08
POM Investment Strategies, LLC
2$1010.0%ETFVery HighRaleigh, NC2026-10-20
Simplex Trading, LLC
1$500.0%CoreVery HighChicago, IL2026-11-04
Prairie Wealth Advisors, Inc.
0$863.6K0.2%CoreVery LowOmaha, NE2026-10-29
Illumine Investment Management, LLC
0$4.4M3.1%Agg GrowthVery LowPoulsbo, WA2026-10-22