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JPM Nasdaq Equity Premium (JEPQ)

CUSIP: 46654Q203 | NYSE | 1515 institutional holders

Quarters

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

Rakuten Investment Management, Inc.3,458,100
0.5% of portfolio›$211.6M
Commonwealth Equity Services, LLC3,016,354
0.2% of portfolio›$184.8M
Adams Asset Advisors, LLC2,205,299
13.7% of portfolio›$135.1M
Kestra Advisory Services, LLC1,372,401
0.2% of portfolio›$84.1M
Apollon Wealth Management, LLC806,392
0.6% of portfolio›$49.4M
SBI Securities Co., Ltd.787,689
1.1% of portfolio›$48.3M
Imc-Chicago, LLC726,901
0.0% of portfolio›$44.5M
Cambridge Investment Research Advisors, Inc.717,028
0.0% of portfolio›$43.9K
Truist Financial Corp658,570
0.0% of portfolio›$40.3M
Traynor Capital Management, Inc.613,472
1.7% of portfolio›$37.6M
Magnus Financial Group LLC574,008
2.4% of portfolio›$35.2M
Venture Visionary Partners LLC539,334
0.9% of portfolio›$33.0M
Lebenthal Global Advisors, LLC536,401
4.4% of portfolio›$32.9M
Signature Estate & Investment Advisors LLC525,781
0.6% of portfolio›$32.2M
James Reed Financial Services, Inc.433,531
20.1% of portfolio›$26.6M
HUB Investment Partners, LLC429,133
0.5% of portfolio›$26.3M
Wealth Enhancement Advisory Services, LLC391,598
0.0% of portfolio›$23.9M
Independent Financial Group, LLC357,660
0.4% of portfolio›$21.9M
Bernardo Wealth Planning LLC340,176
1.8% of portfolio›$20.8M
Avior Wealth Management, LLC289,896
0.5% of portfolio›$17.8M
PVG Asset Management Corp279,791
11.7% of portfolio›$17.1M
Prime Capital Investment Advisors, LLC279,176
0.2% of portfolio›$17.1M
MGO One Seven LLC265,839
0.3% of portfolio›$16.3M
Hennion & Walsh Asset Management, Inc.263,920
0.5% of portfolio›$16.2M
Prospera Financial Services Inc256,298
0.2% of portfolio›$14.8M
Kingswood Wealth Advisors, LLC244,084
0.6% of portfolio›$15.0M
Chicago Partners Investment Group LLC235,114
0.3% of portfolio›$13.7M
Concurrent Investment Advisors, LLC233,708
0.1% of portfolio›$14.3M
Centurion Wealth Management LLC223,407
3.3% of portfolio›$13.7M
Global Wealth Management Investment Advisory, Inc.221,031
1.9% of portfolio›$13.5M
Larson Financial Group LLC219,895
0.3% of portfolio›$13.5M
Oppenheimer & Co Inc210,995
0.1% of portfolio›$12.9M
Cambridge Advisors Inc.206,418
2.2% of portfolio›$12.6M
Farther Finance Advisors, LLC206,318
0.1% of portfolio›$12.6M
Prota Financial, LLC204,358
7.9% of portfolio›$12.4M
Beacon Financial Advisory LLC202,982
2.4% of portfolio›$12.4M
D.A. Davidson & Co.185,222
0.1% of portfolio›$11.3M
Kestra Private Wealth Services, LLC183,491
0.1% of portfolio›$11.2M
Park Avenue Securities LLC181,768
0.0% of portfolio›$11.1K
Indivisible Partners167,889
0.5% of portfolio›$10.3M
ADG Wealth Management Group, LLC166,620
6.4% of portfolio›$10.2M
Spire Wealth Management164,693
0.3% of portfolio›$10.1M
Patriot Financial Group Insurance Agency, LLC163,320
1.0% of portfolio›$10.0M
Kennedy Investment Group, Inc.162,743
3.2% of portfolio›$10.0M
Creative Planning160,563
0.0% of portfolio›$9.8M
Principle Wealth Partners LLC160,260
0.5% of portfolio›$9.8M
Three Magnolias Financial Advisors, LLC159,008
5.8% of portfolio›$9.7M
IVC Wealth Advisors LLC156,586
3.8% of portfolio›$9.6M
Fifth Third Bancorp153,455
0.0% of portfolio›$9.4M
Brookstone Capital Management151,373
0.1% of portfolio›$9.3M
Mechanics Bank Trust Department150,277
1.2% of portfolio›$9.2M
Citizens Financial Group Inc149,876
0.1% of portfolio›$9.2M
Cornerstone Wealth Management, LLC148,993
0.4% of portfolio›$9.1M
Southern Capital Services Inc146,899
5.1% of portfolio›$9.0M
Thrivent Financial for Lutherans144,379
0.0% of portfolio›$8.4M
Assetmark, Inc142,798
0.0% of portfolio›$8.7M
Sheets Smith Wealth Management142,796
0.9% of portfolio›$8.7M
Wealthcare Advisory Partners LLC135,501
0.1% of portfolio›$8.3M
Advisory Resource Group130,863
1.2% of portfolio›$8.0M
International Assets Investment Management, LLC130,221
0.5% of portfolio›$7.9M
Financially Speaking Inc123,028
9.1% of portfolio›$7.5M
Bank of New York Mellon Corp122,601
0.0% of portfolio›$7.5M
New England Private Wealth Advisors LLC122,469
0.7% of portfolio›$7.5M
Childress Capital Advisors, LLC121,153
1.1% of portfolio›$7.4M
WealthPlan Investment Management, LLC119,304
0.4% of portfolio›$7.3M
Pinnacle Associates LTD118,398
0.1% of portfolio›$7.3M
Nfsg Corp117,979
0.8% of portfolio›$7.2M
Foresight Capital Management Advisors, Inc.117,783
3.6% of portfolio›$7.2M
High Net Worth Advisory Group LLC112,130
1.4% of portfolio›$6.9M
Clear Creek Financial Management, LLC112,018
0.5% of portfolio›$6.9M
NWF Advisory Services Inc.108,168
0.6% of portfolio›$6.6M
RWQ Financial Management Services, Inc.107,180
3.7% of portfolio›$6.6M
KFG Wealth Management, LLC106,648
0.7% of portfolio›$6.5M
Integrity Wealth Partners, LLC105,580
5.0% of portfolio›$6.5M
J.W. Cole Advisors, Inc.104,930
0.1% of portfolio›$6.4M
Integrity Alliance, Llc.103,245
0.2% of portfolio›$6.3M
Dynamic Advisor Solutions LLC103,030
0.2% of portfolio›$6.3M
AlphaStar Capital Management, LLC102,665
0.4% of portfolio›$6.3M
Perigon Wealth Management, LLC102,213
0.1% of portfolio›$6.3M
Ignite Planners, LLC101,973
0.8% of portfolio›$6.2M
Milestone Asset Management, LLC101,946
1.0% of portfolio›$6.2M
Curtis Advisory Group, LLC101,755
1.2% of portfolio›$6.2M
Kingstone Capital Partners Texas, LLC100,113
3.0% of portfolio›$6.1M
Wedbush Securities Inc98,175
0.0% of portfolio›$6.0K
MBL Wealth, LLC97,840
0.4% of portfolio›$6.0M
Eagle Bluffs Wealth Management LLC96,363
2.0% of portfolio›$5.9M
Davenport & Co LLC94,884
0.0% of portfolio›$5.8M
Sigma Planning Corp89,297
0.1% of portfolio›$5.5M
Maia Wealth LLC87,680
0.7% of portfolio›$5.4M
Ulland Investment Advisors, LLC86,397
0.0% of portfolio›$5.3K
SeaCrest Wealth Management, LLC84,062
0.6% of portfolio›$5.1M
Intelligence Driven Advisers, LLC84,000
0.9% of portfolio›$5.1M
Semus Wealth Partners LLC83,877
2.3% of portfolio›$5.1M
21 West Wealth Management LLC83,490
4.4% of portfolio›$5.1M
Apella Capital, LLC83,276
0.1% of portfolio›$5.1M
Onyx Bridge Wealth Group LLC83,232
0.4% of portfolio›$5.1M
Verity Asset Management, Inc.82,504
2.0% of portfolio›$5.1M
Mission Wealth Management, LP82,230
0.1% of portfolio›$5.0M
S&A Financial Services, Inc.81,790
3.1% of portfolio›$5.0M
Capital Investment Advisory Services, LLC80,568
0.3% of portfolio›$4.9M
Lido Advisors, LLC80,298
0.0% of portfolio›$4.9M
Global Assets Advisory, LLC75,497
1.0% of portfolio›$4.6M
Choreo, LLC74,259
0.0% of portfolio›$4.5M
Pinnacle Wealth Management Advisory Group, LLC74,198
0.3% of portfolio›$4.5M
Saxony Capital Management, LLC72,551
1.9% of portfolio›$4.4M
Retirement Guys Formula LLC71,920
1.6% of portfolio›$4.4M
Princeton Global Asset Management LLC70,739
0.6% of portfolio›$4.3M
Lake Street Private Wealth, LLC69,454
0.5% of portfolio›$4.3M
Wagner Wealth Management, LLC68,330
0.7% of portfolio›$4.2M
Sowell Financial Services LLC67,695
0.1% of portfolio›$4.1M
Mayfair Advisory Group, LLC67,311
1.2% of portfolio›$4.1M
Koshinski Asset Management, Inc.66,992
0.2% of portfolio›$4.1M
Lighthouse Financial LLC66,786
1.8% of portfolio›$4.1M
Turn8 Private Wealth Inc.66,438
2.8% of portfolio›$4.1M
IFP Advisors, Inc65,979
0.1% of portfolio›$4.0M
Krilogy Financial LLC65,056
0.1% of portfolio›$4.0M
RFG Advisory, LLC64,921
0.1% of portfolio›$4.0M
Beam Wealth Advisors, Inc.64,631
0.9% of portfolio›$4.0M
Flagstar Securities, Inc64,469
1.2% of portfolio›$3.9M
Palacios Wealth Management, LLC64,089
2.1% of portfolio›$3.9M
Fortress Financial Solutions, LLC63,350
3.3% of portfolio›$3.9M
Tucker Asset Management LLC63,030
1.0% of portfolio›$3.9M
M.E. Allison & Co., Inc.62,209
2.1% of portfolio›$3.8M
Signal Advisors Wealth, LLC61,173
0.2% of portfolio›$3.7M
HBW Advisory Services LLC61,130
0.4% of portfolio›$3.7M
Sulzberger Capital Advisors, Inc.61,002
3.7% of portfolio›$3.7M
Investment Partners Asset Management, Inc.60,442
2.0% of portfolio›$3.7M
Vise Technologies, Inc.60,255
0.0% of portfolio›$3.7M
Avidian Wealth Enterprises, LLC59,034
0.1% of portfolio›$3.6M
AdvisorNet Financial, Inc57,648
0.2% of portfolio›$3.5M
Nations Financial Group Inc,57,219
0.2% of portfolio›$3.5M
Beacon Financial Planning, Inc56,995
1.2% of portfolio›$3.5M
4Wealth Advisors, Inc.56,572
2.4% of portfolio›$3.5M
Ellis Investment Partners, LLC56,442
0.5% of portfolio›$3.5M
Smallwood Wealth Investment Management, LLC56,265
1.5% of portfolio›$3.4M
Colonial River Investments, LLC55,824
0.9% of portfolio›$3.4M
Lifestyle Asset Management, Inc.55,296
0.8% of portfolio›$3.4M
Capstone Wealth Management Group, Inc.55,289
2.0% of portfolio›$3.4M
B.A. Schrock Wealth Management, Inc.54,796
1.2% of portfolio›$3.3M
Sloy Dahl & Holst, LLC54,447
0.5% of portfolio›$3.3M
Purus Wealth Management, LLC54,276
0.9% of portfolio›$3.3M
Clarity Wealth Advisors, LLC53,960
0.6% of portfolio›$3.3M
Partners Wealth Management, LLC53,817
0.3% of portfolio›$3.3M
Rooted Wealth Advisors, Inc.53,492
0.8% of portfolio›$3.3M
Axxcess Wealth Management, LLC53,189
0.1% of portfolio›$3.3M
Ring Mountain Capital, LLC53,053
1.3% of portfolio›$3.3M
Daymark Wealth Partners, LLC52,217
0.1% of portfolio›$3.2M
PMG Family Office LLC51,322
2.9% of portfolio›$3.1M
San Luis Wealth Advisors LLC51,109
0.5% of portfolio›$3.1M
Herold Advisors, Inc.49,865
0.6% of portfolio›$3.1M
M Holdings Securities, Inc.49,786
0.0% of portfolio›$2.9K
Alterna Wealth Management, Inc49,718
1.7% of portfolio›$3.0M
Henderson Brothers Financial Partners, LLC48,921
1.1% of portfolio›$3.0M
Security National Bank48,822
0.3% of portfolio›$3.0M
Nova Financial LLC48,104
1.2% of portfolio›$2.9M
Diversify Advisory Services, LLC47,857
0.0% of portfolio›$2.9M
Diversify Wealth Management, LLC47,857
0.0% of portfolio›$2.9M
Flynn Zito Capital Management, LLC47,821
0.8% of portfolio›$2.9M
Base Wealth Management LLC47,718
1.3% of portfolio›$2.9M
J.Safra Asset Management Corp47,475
0.1% of portfolio›$2.9M
Stackstone Wealth, LLC47,293
0.3% of portfolio›$2.9M
US Bancorp \de\46,696
0.0% of portfolio›$2.9M
Gill Capital Partners, LLC46,151
0.8% of portfolio›$2.8M
TrustBank46,130
0.9% of portfolio›$2.8M
Hibernia Wealth Partners, LLC46,063
1.5% of portfolio›$2.8M
Financial Partners Group, Inc45,778
0.3% of portfolio›$2.8M
TrueWealth Advisors, LLC45,396
0.6% of portfolio›$2.8M
PDS Planning, Inc44,614
0.2% of portfolio›$2.7M
Cullen T Bankers, Inc.44,338
0.0% of portfolio›$2.7M
D'Orazio & Associates, Inc.43,889
0.3% of portfolio›$2.7M
Chapin Davis, Inc.41,277
0.5% of portfolio›$2.5M
Joseph P. Lucia & Associates, LLC40,861
0.7% of portfolio›$2.5M
Simplex Trading, LLC40,219
0.0% of portfolio›$2.5M
Mcdonald Partners LLC39,762
0.6% of portfolio›$2.4M
Integras Partners LLC39,728
1.4% of portfolio›$2.4M
Anchor Capital Management Group Inc39,500
2.0% of portfolio›$2.4M
Midwest Trust Co39,488
0.0% of portfolio›$2.4M
Triumph Capital Management39,381
0.4% of portfolio›$2.4M
Putney Financial Group LLC39,207
1.9% of portfolio›$2.4M
Confluence Wealth Services, Inc.39,081
0.1% of portfolio›$2.4M
John W. Brooker & Co., CPAs38,746
2.7% of portfolio›$2.4M
PFG Advisors38,663
0.1% of portfolio›$2.4M
Capital Investment Advisors, LLC38,636
0.0% of portfolio›$2.4M
Private Client Services, LLC37,843
0.6% of portfolio›$2.3M
HB Wealth Management, LLC36,654
0.0% of portfolio›$2.2M
Provenance Wealth Advisors, LLC36,267
0.1% of portfolio›$2.2M
Prevail Innovative Wealth Advisors, LLC35,832
0.3% of portfolio›$2.2M
Golden State Wealth Management, LLC35,816
0.2% of portfolio›$2.2M
SteelPeak Wealth, LLC35,186
0.1% of portfolio›$2.2M
Retirement Planning Group, LLC35,162
0.1% of portfolio›$2.2M
Plan Group Financial, LLC34,409
0.4% of portfolio›$2.0M
Simplicity Wealth,LLC33,767
0.1% of portfolio›$2.1M
KMG Fiduciary Partners, LLC33,529
0.2% of portfolio›$2.1M
Cpwa, LLC33,373
2.2% of portfolio›$2.0M
Tompkins Financial Corp33,000
0.1% of portfolio›$2.0M
Visionary Wealth Advisors32,638
0.1% of portfolio›$2.0M
Financial Guidance Group, Inc.31,704
0.7% of portfolio›$1.9M
Wealth Effects LLC30,907
0.5% of portfolio›$1.9M
Steele Capital Management, Inc.30,715
0.1% of portfolio›$1.9M
Strong Retirement Solutions LLC30,655
1.1% of portfolio›$1.9M
Stillwater Wealth Management Group30,425
1.0% of portfolio›$1.9M
VestGen Advisors, LLC30,393
0.1% of portfolio›$1.9M
LexAurum Advisors, LLC30,124
0.2% of portfolio›$1.8M
StoneX Group Inc.29,602
0.1% of portfolio›$1.8M
Advisory Advocates, LLC29,378
1.6% of portfolio›$1.8M
Mirae Asset Global Investments Co., Ltd.29,028
0.0% of portfolio›$1.8M
Nautilus Advisors LLC28,766
1.1% of portfolio›$1.8M
Providence First Trust Co28,517
0.6% of portfolio›$1.7M
Frontier Asset Management, LLC28,167
0.3% of portfolio›$1.7M
Brown Miller Wealth Management, LLC28,067
0.4% of portfolio›$1.7M
Evolution Wealth Advisors, LLC27,814
0.2% of portfolio›$1.7M
Arrow Financial Corp27,387
0.2% of portfolio›$1.7M
Keystone Wealth Services, LLC27,229
0.3% of portfolio›$1.7M
Etesian Wealth Advisors, Inc.27,196
0.5% of portfolio›$1.7M
TigerOak Management, L.L.C.27,141
0.4% of portfolio›$1.7M
Independent Wealth Network Inc.26,994
0.4% of portfolio›$1.7M
MBA Advisors LLC26,724
0.5% of portfolio›$1.6M
Sunpointe, LLC26,475
0.5% of portfolio›$1.6M
Beacon Financial Group26,383
0.1% of portfolio›$1.6M
Focused Wealth Management, Inc25,777
0.1% of portfolio›$1.6M
Whipplewood Advisors, LLC25,211
1.0% of portfolio›$1.5M
Fiduciary Alliance LLC24,923
0.1% of portfolio›$1.5M
JSF Financial, LLC24,910
0.2% of portfolio›$1.5M
Sterling Investment Advisors, Ltd.24,893
0.3% of portfolio›$1.5M
PKS Advisory Services, LLC24,874
0.2% of portfolio›$1.5M
Paradigm, Strategies in Wealth Management, LLC24,840
1.0% of portfolio›$1.5M
Oasis Advisors, LLC23,695
0.6% of portfolio›$1.5M
Kraematon Investment Advisors, Inc23,235
1.1% of portfolio›$1.4M
Ping Capital Management, Inc.23,200
0.3% of portfolio›$1.4M
Total Clarity Wealth Management, Inc.23,038
0.3% of portfolio›$1.4M
Verdence Capital Advisors LLC22,622
0.1% of portfolio›$1.4M
Foster Victor Wealth Advisors, LLC22,621
0.1% of portfolio›$1.3M
B. Riley Wealth Advisors, Inc.22,559
0.1% of portfolio›$1.4M
Concord Wealth Partners22,467
0.2% of portfolio›$1.4M
Integrated Advisors Network LLC22,182
0.1% of portfolio›$1.4M
Orba Wealth Advisors, L.L.C.22,148
1.2% of portfolio›$1.4M
Xcel Wealth Management, LLC21,929
0.3% of portfolio›$1.3M
New Wave Wealth Advisors LLC21,839
0.3% of portfolio›$1.3M
Lewis Asset Management, LLC21,121
0.4% of portfolio›$1.3M
Helium Advisors LLC20,982
1.1% of portfolio›$1.3M
DB&C Advisors, LLC20,780
1.3% of portfolio›$1.3M
Aurora Private Wealth, Inc.20,454
0.0% of portfolio›$1.3K
Taylor Securities Services, Inc.20,160
0.5% of portfolio›$1.2M
CPC Advisors, LLC20,061
0.2% of portfolio›$1.2M
Cooper Financial Group19,956
0.1% of portfolio›$1.2M
Bauman Advisory Group, LLC19,829
0.6% of portfolio›$1.2M
Marks Wealth, LLC19,766
0.3% of portfolio›$1.2M
Focus Financial Network, Inc.19,671
0.0% of portfolio›$1.2M
Integrity Advisory Solutions, LLC19,591
0.1% of portfolio›$1.2M
Parallel Advisors, LLC19,504
0.0% of portfolio›$1.2M
Latitude Advisors, LLC19,078
0.4% of portfolio›$1.2M
GC Wealth Management RIA, LLC19,077
0.1% of portfolio›$1.2M
Legacy Private Trust Co.18,910
0.1% of portfolio›$1.2M
Finivi Inc.18,886
0.6% of portfolio›$1.2M
FNY Investment Advisers, LLC18,867
0.0% of portfolio›$1.2K
Cyndeo Wealth Partners, LLC18,696
0.1% of portfolio›$1.1M
QP Wealth Management, LLC18,659
1.7% of portfolio›$1.1M
Millennium Capital Advisors, LLC18,265
0.6% of portfolio›$1.1M
Novem Group18,085
0.1% of portfolio›$1.1M
Harbor Investment Advisory, LLC18,053
0.1% of portfolio›$1.1M
Elevation Point Wealth Partners, LLC18,040
0.0% of portfolio›$1.1M
Meridian Financial Partners LLC17,978
0.4% of portfolio›$1.1M
Private Trust Co NA17,913
0.1% of portfolio›$1.1M
Ashton Thomas Private Wealth, LLC17,840
0.0% of portfolio›$1.1M
Steinberganna Wealth Management17,712
0.5% of portfolio›$1.1M
Intrua Financial, LLC17,648
0.1% of portfolio›$1.1M
Optima Capital LLC17,491
0.4% of portfolio›$1.1M
Consilium Wealth Advisory, LLC17,489
0.3% of portfolio›$1.1M
Integrated Financial Solutions, Inc.17,450
0.5% of portfolio›$1.1M
Redwood Financial Network Corp17,362
0.6% of portfolio›$1.1M
Grant Private Wealth Management Inc17,306
0.5% of portfolio›$1.1M
Abel Hall, LLC17,100
0.2% of portfolio›$1.0M
Fermata Advisors, LLC17,039
0.2% of portfolio›$1.0M
Elmwood Wealth Management, Inc.16,999
0.3% of portfolio›$1.0M
Silverlake Wealth Management LLC16,998
0.2% of portfolio›$1.0M
Pennsylvania Capital Management Inc16,987
0.3% of portfolio›$1.0M
Orgel Wealth Management, LLC16,934
0.0% of portfolio›$1.0M
Key Client Fiduciary Advisors, LLC16,690
0.3% of portfolio›$1.0M
OpenArc Corporate Advisory, LLC16,601
0.0% of portfolio›$1.0M
Tepp RIA, LLC16,510
0.7% of portfolio›$1.0M
Great Diamond Partners, LLC16,491
0.2% of portfolio›$1.0M
Hofer & Associates. Inc16,308
0.7% of portfolio›$999.1K
RED Crane Wealth Management, LLC16,308
0.7% of portfolio›$999.1K
Comprehensive Financial Planning, Inc.16,134
0.5% of portfolio›$988.4K
Signature Equity Partners, LLC16,089
0.3% of portfolio›$985.6K
Stonebridge Financial Group, LLC15,975
0.1% of portfolio›$978.6K
Asset Allocation Strategies LLC15,892
0.1% of portfolio›$973.6K
Innovative Advisory Group, LLC15,664
0.7% of portfolio›$959.6K
Jacobi Capital Management LLC15,664
0.0% of portfolio›$959.6K
Chung Wu Investment Group, LLC15,615
0.7% of portfolio›$956.6K
Worth Financial Advisory Group, LLC15,464
0.4% of portfolio›$947.3K
Teamwork Financial Advisors, LLC15,357
0.1% of portfolio›$940.8K
Brighton Jones LLC15,123
0.0% of portfolio›$926.4K
Corps Capital Advisors, LLC15,062
0.7% of portfolio›$922.7K
Bluedoor Private Wealth, LLC14,612
0.4% of portfolio›$895.1K
Asset One Wealth Management LLC14,505
0.1% of portfolio›$888.6K
Strategic Advisors LLC14,501
0.2% of portfolio›$888.3K
Cora Capital Advisors LLC14,410
0.2% of portfolio›$882.8K
Clay Northam Wealth Management, LLC14,405
0.4% of portfolio›$882.5K
Sagespring Wealth Partners, LLC14,324
0.0% of portfolio›$877.5K
Autumn Glory Partners, LLC14,215
0.2% of portfolio›$870.8K
Diligent Investors, LLC14,158
0.2% of portfolio›$867.3K
Bell Bank14,137
0.0% of portfolio›$866.0K
Fullerton Advisors, LLC13,842
0.8% of portfolio›$847.9K
Stirlingshire Investments, Inc.13,836
0.6% of portfolio›$847.6K
Cap Partners, LLC13,788
0.4% of portfolio›$844.7K
Lanark Financial, Inc.13,507
0.1% of portfolio›$827.4K
Tritonpoint Wealth, LLC13,413
0.1% of portfolio›$821.7K
Soundwatch Capital LLC13,332
0.1% of portfolio›$813.8K
Farmers & Merchants Trust Co of Chambersburg PA13,267
0.0% of portfolio›$813
Atria Investments, Inc13,264
0.0% of portfolio›$812.6K
Future Financial Wealth Managment LLC13,263
0.5% of portfolio›$812.5K
Southland Equity Partners LLC13,242
0.1% of portfolio›$811.2K
Compass Financial Management LLC13,076
0.1% of portfolio›$801.0K
Investment Planning Advisors, Inc.13,024
0.2% of portfolio›$797.9K
Red Mountain Financial, LLC13,000
0.7% of portfolio›$796.4K
Argyle Capital Partners, LLC12,718
0.5% of portfolio›$779.1K
Kelly Financial Services LLC12,574
0.2% of portfolio›$770.3K
Triton Wealth Management, Pllc12,541
0.2% of portfolio›$710.5K
Blue Trust, Inc.12,289
0.0% of portfolio›$752.8K
Unique Wealth, LLC12,227
0.1% of portfolio›$749.0K
Innovative Wealth Building LLC12,206
0.4% of portfolio›$747.8K
Howard Financial Services, Ltd.12,105
0.1% of portfolio›$741.6K
TopTier Wealth Management, LLC12,099
0.4% of portfolio›$741.2K
Parsons Capital Management Inc12,028
0.0% of portfolio›$736.8K
Citigroup Inc12,005
0.0% of portfolio›$735.4K
Verus Capital Partners, LLC11,985
0.0% of portfolio›$734.2K
Allen Capital Group, LLC11,832
0.1% of portfolio›$724.8K
Strategic Blueprint, LLC11,792
0.0% of portfolio›$722.4K
Schear Investment Advisers, LLC11,779
0.1% of portfolio›$721.6K
Tempo Wealth, LLC11,779
0.1% of portfolio›$721.6K
Gables Capital Management Inc.11,735
0.3% of portfolio›$718.9K
Madden Securities Corp11,657
0.2% of portfolio›$714.1K
Castle Rock Wealth Management, LLC11,638
0.1% of portfolio›$712.8K
Guidance Capital, Inc11,456
0.1% of portfolio›$644.3K
Gateway Investment Advisers LLC11,368
0.0% of portfolio›$696.4K
Armstrong Advisory Group, Inc11,166
0.0% of portfolio›$684.0K
Blvd Private Wealth, LLC11,154
0.5% of portfolio›$683.3K
Adell Harriman & Carpenter Inc11,075
0.0% of portfolio›$678.5K
Elevation Wealth Management LLC11,057
0.5% of portfolio›$677.4K
Pacific Center for Financial Services11,042
0.1% of portfolio›$676.5K
RDA Financial Network10,990
0.1% of portfolio›$673.3K
Capital Advisors, Ltd. LLC10,953
0.0% of portfolio›$671
Capital Advisors Wealth Management, LLC10,943
0.1% of portfolio›$670.3K
Almanack Investment Partners, Llc.10,930
0.1% of portfolio›$669.6K
Galvin, Gaustad & Stein, LLC10,925
0.1% of portfolio›$669.3K
Armor Investment Advisors, LLC10,890
0.2% of portfolio›$667.1K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors10,801
0.0% of portfolio›$661.7K
Private Capital Advisors, Inc.10,756
0.1% of portfolio›$658.9K
MSH Capital Advisors LLC10,679
0.1% of portfolio›$654.2K
Global Wealth Strategies & Associates10,679
0.1% of portfolio›$654.2K
Murphy & Mullick Capital Management Corp10,649
0.4% of portfolio›$652.4K
Tcfg Investment Advisors, LLC10,647
0.2% of portfolio›$648.7K
Roman Butler Fullerton & Co10,642
0.1% of portfolio›$633.2K
Elco Management Co., LLC10,600
0.3% of portfolio›$649.4K
Cypress Wealth Services, LLC10,598
0.1% of portfolio›$649.4K
Ehrlich Financial Group10,593
0.3% of portfolio›$649.0K
Johnson & White Wealth Management, LLC10,592
0.2% of portfolio›$648.9K
Certior Financial Group, LLC10,574
0.4% of portfolio›$647.8K
Syntegra Private Wealth Group, LLC10,572
0.0% of portfolio›$647.6K
Rhodes Investment Advisors Inc10,475
0.5% of portfolio›$641.7K
Plus Group Wealth Advisors LLC10,220
0.6% of portfolio›$626.1K
Prosperity Financial Group, Inc.9,932
0.2% of portfolio›$608.5K
Rockingstone Advisors LLC9,850
0.2% of portfolio›$603.4K
Griffin Asset Management, Inc.9,830
0.1% of portfolio›$602.2K
Shepherd Financial Partners LLC9,817
0.0% of portfolio›$601.4K
Acorn Financial Advisory Services Inc9,616
0.1% of portfolio›$589.1K
Discipline Wealth Solutions, LLC9,562
0.1% of portfolio›$585.8K
CRA Financial Services, LLC9,537
0.1% of portfolio›$584.3K
Clearwave Capital, LLC9,461
0.3% of portfolio›$579.6K
Balboa Wealth Partners9,439
0.1% of portfolio›$578.2K
Smith Chas P & Associates PA Cpas9,416
0.0% of portfolio›$553.8K
LJI Wealth Management, LLC9,380
0.1% of portfolio›$574.6K
Fearless Solutions, LLC dba Best Invest9,363
0.3% of portfolio›$573.6K
WealthPLAN Partners, LLC9,360
0.1% of portfolio›$573.4K
Wesbanco Bank Inc9,344
0.0% of portfolio›$572.4K
Cadent Capital Advisors, LLC9,328
0.1% of portfolio›$571.5K
Ironsides Asset Advisors, LLC9,310
0.1% of portfolio›$570.3K
Clarus Wealth Advisors9,285
0.2% of portfolio›$567.2K
TFB Advisors LLC9,243
0.2% of portfolio›$566.2K
Sound Income Strategies, LLC9,242
0.0% of portfolio›$563.1K
Capital Asset Advisory Services LLC9,225
0.0% of portfolio›$538.9K
Fulcrum Wealth Advisors, LLC9,110
0.4% of portfolio›$558.1K
Sage Financial Group Inc9,058
0.0% of portfolio›$554.9K
Thompson Davis & Co., Inc.9,021
0.4% of portfolio›$552.6K
Ethos Capital Management, Inc.9,000
0.4% of portfolio›$551.3K
Winebrenner Capital Management LLC8,832
0.3% of portfolio›$541.0K
Fifth Third Securities, Inc.8,538
0.0% of portfolio›$523.0K
FSM Wealth Advisors, LLC8,530
0.1% of portfolio›$521.1K
Advisor OS, LLC8,427
0.0% of portfolio›$516.2K
Independent Investors Inc8,410
0.1% of portfolio›$515.2K
Williams Jones Wealth Management, Llc.8,350
0.0% of portfolio›$511.5K
Cherry Tree Wealth Management, LLC8,332
0.1% of portfolio›$510.4K
Mindset Wealth Management, LLC8,303
0.1% of portfolio›$508.7K
Victory Financial Group, LLC8,294
0.0% of portfolio›$508.1K
Integrity Wealth Advisors, Inc.8,167
0.3% of portfolio›$500.3K
Meadowbrook Wealth Management, LLC8,134
0.5% of portfolio›$498.3K
Johnson Financial Group, LLC8,066
0.0% of portfolio›$494.1K
Modera Wealth Management, LLC7,981
0.0% of portfolio›$488.9K
Quadrant Capital Group LLC7,878
0.0% of portfolio›$479.9K
Family Investment Center, Inc.7,861
0.1% of portfolio›$481.6K
Outlook Wealth Advisors, LLC7,843
0.1% of portfolio›$480.5K
Markowski Investments7,790
0.1% of portfolio›$477.2K
Appleton Partners Inc7,740
0.0% of portfolio›$474
Triad Wealth Partners, LLC7,716
0.0% of portfolio›$472.7K
Tempus Wealth Planning, LLC7,699
0.1% of portfolio›$471.6K
Central Trust Co7,686
0.0% of portfolio›$470.8K
Ritholtz Wealth Management7,678
0.0% of portfolio›$470.4K
Redhawk Wealth Advisors, Inc.7,620
0.0% of portfolio›$466.8K
Bank Julius Baer & Co. Ltd, Zurich7,600
0.0% of portfolio›$465.6K
Aureum Wealth Management, LLC7,597
0.3% of portfolio›$465.4K
Independence Asset Advisors, LLC7,551
0.1% of portfolio›$462.5K
Searle & Co.7,490
0.1% of portfolio›$458.8K
TD Waterhouse Canada Inc.7,342
0.0% of portfolio›$446.4K
EPG Wealth Management LLC7,312
0.1% of portfolio›$447.9K
Wealth Management Partners, LLC7,183
0.1% of portfolio›$440.0K
Nordwand Advisors, LLC7,160
0.1% of portfolio›$438.6K
Legacy Wealth Management, LLC / MS6,990
0.1% of portfolio›$428.2K
Socha Financial Group, LLC6,971
0.2% of portfolio›$427.0K
Landmark Wealth Management, LLC6,887
0.1% of portfolio›$421.9K
Smart Wealth LLC6,832
0.1% of portfolio›$418.5K
Milestone Asset Management Group, LLC6,817
0.2% of portfolio›$417.6K
Means Investment Co., Inc.6,815
0.0% of portfolio›$417.5K
NBT Bank, N.A.6,725
0.0% of portfolio›$412.0K
Benchmark Financial, LLC6,577
0.3% of portfolio›$402.9K
TritonPoint Partners, LLC6,533
0.1% of portfolio›$400.2K
Apollon Financial, LLC6,497
0.0% of portfolio›$398.0K
Meridian Wealth Management, LLC6,495
0.0% of portfolio›$397.9K
Aspen Investment Management Inc6,490
0.0% of portfolio›$398
Arlington Financial Advisors, LLC6,400
0.0% of portfolio›$392.1K
Pinion Investment Advisors, LLC6,386
0.1% of portfolio›$391.2K
Optivise Advisory Services LLC6,288
0.2% of portfolio›$385.2K
James J. Burns & Company, LLC6,264
0.0% of portfolio›$383.7K
Balefire, LLC6,235
0.1% of portfolio›$382.0K
Blodgett Wealth Advisors, LLC6,200
0.3% of portfolio›$379.8K
Coquina Private Wealth LLC6,194
0.3% of portfolio›$379.4K
Raub Brock Capital Management LP6,163
0.1% of portfolio›$377.5K
Beaumont Financial Advisors, LLC6,131
0.0% of portfolio›$375.6K
Montecito Bank & Trust6,130
0.1% of portfolio›$375.5K
Claro Advisors Inc.6,048
0.0% of portfolio›$370.5K
Sherry Group, Inc.6,038
0.3% of portfolio›$369.9K
Morey & Quinn Wealth Partners, LLC6,022
0.2% of portfolio›$368.9K
Secure Asset Management, LLC6,020
0.0% of portfolio›$368.8K
RIA Advisory Group LLC5,980
0.1% of portfolio›$366.3K
Marion Wealth Management5,979
0.1% of portfolio›$366.3K
Buska Wealth Management, LLC5,943
0.1% of portfolio›$364.0K
Crossmark Global Holdings, Inc.5,939
0.0% of portfolio›$363.8K
Northbridge Financial Group, LLC5,890
0.1% of portfolio›$360.8K
Solutions 4 Wealth, Ltd5,760
0.4% of portfolio›$352.9K
First Heartland Consultants, Inc.5,746
0.0% of portfolio›$352.0K
SevenBridge Financial Group, LLC5,710
0.1% of portfolio›$339.4K
Signaturefd, LLC5,707
0.0% of portfolio›$349.6K
Valeo Financial Advisors, LLC5,673
0.0% of portfolio›$347.5K
Cathy Pareto & Associates, Inc5,573
0.2% of portfolio›$341.4K
One Advisory Partners, LLC5,562
0.1% of portfolio›$340.7K
Csenge Advisory Group5,557
0.0% of portfolio›$340.4K
Sovran Advisors, LLC5,545
0.0% of portfolio›$329.2K
Accurate Wealth Management, LLC5,407
0.0% of portfolio›$329.4K
Redwood Family Wealth LLC5,363
0.3% of portfolio›$328.6K
Focused Alpha, LLC5,319
0.1% of portfolio›$325.8K
Valicenti Advisory Services Inc5,283
0.0% of portfolio›$324
Walkner Condon Financial Advisors LLC5,186
0.0% of portfolio›$317.7K
Principal Financial Group Inc5,137
0.0% of portfolio›$314.7K
Farmers & Merchants Trust Co of Long Beach5,115
0.1% of portfolio›$313.3K
Mascoma Wealth Management LLC5,104
0.1% of portfolio›$312.7K
Hohimer Wealth Management, LLC5,090
0.0% of portfolio›$311.8K
Guyasuta Investment Advisors Inc5,000
0.0% of portfolio›$306.3K
Laurel OAK Wealth Management, LLC4,998
0.0% of portfolio›$306.2K
Interchange Capital Partners, LLC4,984
0.1% of portfolio›$305.4K
Register Financial Advisors LLC4,984
0.1% of portfolio›$305.3K
Fairvoy Private Wealth, LLC4,922
0.1% of portfolio›$301.5K
Financial Management Network Inc4,915
0.0% of portfolio›$300.0K
Cape Investment Advisory, Inc.4,893
0.1% of portfolio›$299.7K
Integrated Wealth Management4,851
0.3% of portfolio›$297.2K
Madrona Financial Services, LLC4,804
0.0% of portfolio›$294.3K
Advisor Resource Council4,800
0.1% of portfolio›$293.7K
Realta Investment Advisors4,754
0.1% of portfolio›$291.2K
Compass Ion Advisors, LLC4,743
0.0% of portfolio›$290.6K
Catalyst Private Wealth, LLC4,698
0.1% of portfolio›$287.8K
Cobblestone Asset Management LLC4,680
0.1% of portfolio›$286.7K
Obsidian CIO, LLC4,638
0.2% of portfolio›$284.1K
Tennessee Valley Asset Management Partners4,633
0.0% of portfolio›$283.8K
Boyum Wealth Architects LLC4,557
0.1% of portfolio›$278.2K
SP Asset Management LLC4,535
0.0% of portfolio›$277.8K
Private Wealth Group, LLC4,516
0.1% of portfolio›$276.7K
BridgePort Financial Solutions, LLC4,512
0.1% of portfolio›$276.4K
Meridian Financial Advisors, LLC4,508
0.1% of portfolio›$276.2K
WoodTrust Financial Corp4,500
0.0% of portfolio›$276
Montz Harcus Wealth Management LLC4,486
0.1% of portfolio›$274.8K
Acorn Wealth Advisors, LLC4,450
0.1% of portfolio›$272.6K
Seelaus Asset Management LLC4,445
0.2% of portfolio›$272.3K
TFC Financial Management, Inc.4,347
0.0% of portfolio›$266.3K
Simon Quick Advisors, LLC4,334
0.0% of portfolio›$265.5K
Virtue Capital Management, LLC4,314
0.0% of portfolio›$264.3K
IPG Investment Advisors LLC4,268
0.0% of portfolio›$261.5K
Langley Wealth Management, LLC4,215
0.3% of portfolio›$258.2K
Richmond Investment Services, LLC4,184
0.1% of portfolio›$256.3K
Forum Financial Management, LP4,167
0.0% of portfolio›$255.3K
Howard Wealth Management, LLC4,148
0.1% of portfolio›$254.2K
Annex Advisory Services, LLC4,131
0.0% of portfolio›$253.1K
Ergawealth Advisors, Inc.4,106
0.1% of portfolio›$251.6K
Dudley Capital Management, LLC4,035
0.1% of portfolio›$247.2K
Guardian Financial Partners, LLC4,023
0.1% of portfolio›$246.5K
Lodestar Private Asset Management LLC4,022
0.0% of portfolio›$246.4K
Ridgecrest Wealth Partners, LLC4,000
0.1% of portfolio›$245.0K
Canandaigua National Bank & Trust Co3,981
0.0% of portfolio›$243.9K
Seven Hills Financial, LLC3,980
0.1% of portfolio›$243.8K
McAdam, LLC3,949
0.0% of portfolio›$241.9K
Capital Square, LLC3,920
0.1% of portfolio›$240.1K
Gamma Investing LLC3,917
0.0% of portfolio›$240.0K
Highline Wealth Partners LLC3,888
0.0% of portfolio›$238.2K
Mascagni Wealth Management, Inc.3,857
0.1% of portfolio›$236.3K
Friday Financial3,820
0.0% of portfolio›$232.3K
Goldenstone Wealth Management LLC3,808
0.1% of portfolio›$233.3K
Websterrogers Financial Advisors, LLC3,799
0.1% of portfolio›$232.7K
BCS Wealth Management3,774
0.0% of portfolio›$231.2K
Avantax Planning Partners, Inc.3,764
0.0% of portfolio›$230.6K
Moneco Advisors, LLC3,742
0.0% of portfolio›$229.2K
Foguth Wealth Management, Llc.3,719
0.0% of portfolio›$218.7K
Joel Isaacson & Co., LLC3,710
0.0% of portfolio›$227.3K
Root Financial Partners, LLC3,706
0.0% of portfolio›$227.0K
Essential Investment Partners LLC3,667
0.2% of portfolio›$224.6K
KWB Wealth3,658
0.0% of portfolio›$224.1K
Matisse Capital3,658
0.1% of portfolio›$224.1K
Signature Wealth Management Partners, LLC3,624
0.1% of portfolio›$222.0K
Advisory Solutions Group, LLC3,607
0.0% of portfolio›$221.0K
True North Advisors, LLC3,603
0.0% of portfolio›$220.7K
Burford Brothers, Inc.3,587
0.1% of portfolio›$219.7K
MRA Advisory Group3,573
0.1% of portfolio›$218.9K
Investmark Advisory Group LLC3,564
0.1% of portfolio›$218.3K
Sterling Investment Counsel, LLC3,562
0.0% of portfolio›$218.2K
Angeles Wealth Management, LLC3,532
0.0% of portfolio›$216.4K
Trust Co3,520
0.0% of portfolio›$215.7K
Bfsg, LLC3,503
0.0% of portfolio›$214.6K
Oak Barrel Wealth Advisory LLC3,476
0.1% of portfolio›$212.9K
Mission Financial Group, LLC3,449
0.2% of portfolio›$211.3K
LifeGoal Investments, LLC3,443
0.1% of portfolio›$210.9K
CWA Asset Management Group, LLC3,398
0.0% of portfolio›$208.1K
Endeavor Private Wealth, Inc.3,388
0.1% of portfolio›$207.5K
Elevation Wealth Partners, LLC3,375
0.1% of portfolio›$206.8K
Columbia Asset Management3,356
0.0% of portfolio›$205.6K
Fortitude Advisory Group L.L.C.3,353
0.1% of portfolio›$205.4K
Essex Bank3,345
0.0% of portfolio›$204.9K
United Advisor Group, LLC3,271
0.0% of portfolio›$200.4K
Centerpoint Advisors, LLC3,240
0.0% of portfolio›$199
Community Financial Services Group, LLC3,150
0.0% of portfolio›$191.6K
Acumen Wealth Advisors, LLC2,897
0.0% of portfolio›$177.5K
JFS Wealth Advisors, LLC2,773
0.0% of portfolio›$169.9K
S.A. Mason LLC2,145
0.0% of portfolio›$131.4K
StrongBox Wealth, LLC2,125
0.0% of portfolio›$130.2K
Ascentis Independent Advisors1,965
0.0% of portfolio›$120.4K
Bayban1,926
0.1% of portfolio›$118.4K
American Capital Advisory, LLC1,820
0.0% of portfolio›$111.5K
GGM Financial LLC1,676
0.0% of portfolio›$102.7K
Dhjj Financial Advisors, Ltd.1,571
0.0% of portfolio›$96.2K
Wolff Wiese Magana LLC1,546
0.0% of portfolio›$94.7K
Vision Financial Markets LLC1,500
0.1% of portfolio›$91.9K
Hilton Head Capital Partners, LLC1,500
0.0% of portfolio›$91.9K
Trust Co of Vermont1,301
0.0% of portfolio›$79.7K
Allspring Global Investments Holdings, LLC1,274
0.0% of portfolio›$77.7K
Pension & Wealth Management Advisors, Inc.1,251
0.0% of portfolio›$76.6K
Salomon & Ludwin, LLC1,221
0.0% of portfolio›$74.8K
Gilpin Wealth Management, LLC1,205
0.0% of portfolio›$73.8K
CoreCap Advisors, LLC1,159
0.0% of portfolio›$71.0K
AlphaCore Capital LLC1,123
0.0% of portfolio›$68.8K
EverSource Wealth Advisors, LLC1,115
0.0% of portfolio›$68.3K
GK Wealth Management LLC1,020
0.0% of portfolio›$62.5K
Halbert Hargrove Global Advisors, LLC1,000
0.0% of portfolio›$61.3K
Carnegie Lake Advisors LLC976
0.2% of portfolio›$538.4K
Dynamic Wealth Strategies, LLC974
0.0% of portfolio›$59.7K
Bear Mountain Capital, Inc.964
0.0% of portfolio›$56.7K
Rossby Financial, LCC925
0.0% of portfolio›$56.7K
Roxbury Financial LLC917
0.0% of portfolio›$56.2K
Valley National Advisers Inc911
0.0% of portfolio›$55.8K
William B. Walkup & Associates, Inc.900
0.0% of portfolio›$55.1K
Ascentis Wealth Management, LLC799
0.0% of portfolio›$49.0K
Reyes Financial Architecture, Inc.735
0.0% of portfolio›$45.0K
Independence Bank of Kentucky720
0.0% of portfolio›$44.1K
Downshift Financial, LLC677
0.0% of portfolio›$41.5K
Main Street Group, LTD660
0.0% of portfolio›$40.4K
Hazlett, Burt & Watson, Inc.637
0.0% of portfolio›$38
Next Level Wealth Planning, LLC636
0.0% of portfolio›$39.0K
Exchange Traded Concepts, LLC626
0.0% of portfolio›$38.3K
High Point Wealth Management, LLC597
0.0% of portfolio›$36.6K
Archer Investment Corp590
0.0% of portfolio›$36.1K
Pinnacle Bancorp, Inc.555
0.0% of portfolio›$34.0K
Holos Integrated Wealth LLC543
0.0% of portfolio›$32.3K
Buck Wealth Strategies, LLC535
0.0% of portfolio›$32.8K
Westside Investment Management, Inc.534
0.0% of portfolio›$32.7K
Pathway Financial Advisers, LLC517
0.0% of portfolio›$31.7K
Cornerstone National Bank & Trust Co459
0.0% of portfolio›$27.9K
Pinnacle Wealth Planning Services, Inc.446
0.0% of portfolio›$27.3K
Richardson Capital Management LLC436
0.0% of portfolio›$26.7K
Valley Wealth Managers, Inc.420
0.0% of portfolio›$25.7K
Key Capital Management, Inc414
0.0% of portfolio›$25.4K
Vaquero Private Wealth, LTD413
0.0% of portfolio›$25.3K
Olistico Wealth, LLC399
0.0% of portfolio›$24.4K
Asset Dedication, LLC394
0.0% of portfolio›$24.1K
SJS Investment Consulting Inc.357
0.0% of portfolio›$21.9K
Piscataqua Savings Bank335
0.0% of portfolio›$20.5K
Godsey & Gibb, Inc293
0.0% of portfolio›$18.0K
Key FInancial Inc286
0.0% of portfolio›$17.5K
Creative Financial Designs Inc276
0.0% of portfolio›$16.9K
Miller Wealth Advisors, LLC226
0.0% of portfolio›$13.8K
Miller Global Investments, LLC205
0.0% of portfolio›$12.6K
Nvwm, LLC200
0.0% of portfolio›$12.3K
Avion Wealth200
0.0% of portfolio›$12
Physician Wealth Advisors, Inc.186
0.0% of portfolio›$11.4K
3Chopt Investment Partners, LLC173
0.0% of portfolio›$10.6K
Gen-Wealth Partners Inc170
0.0% of portfolio›$10.4K
Team Financial Group, LLC159
0.0% of portfolio›$9.7K
CX Institutional155
0.0% of portfolio›$9
Transce3nd, LLC113
0.0% of portfolio›$6.8K
Midwest Capital Advisors, LLC111
0.0% of portfolio›$6.8K
Costello Asset Management, Inc110
0.0% of portfolio›$6.8K
Financial Consulate, Inc105
0.0% of portfolio›$6.5K
Central Pacific Bank - Trust Division100
0.0% of portfolio›$6.1K
Tradewinds Capital Management, LLC100
0.0% of portfolio›$6.1K
Wilmington Savings Fund Society, FSB100
0.0% of portfolio›$6.1K
Farmers & Merchants Investments Inc100
0.0% of portfolio›$6.1K
Bullock Wealth Management Group100
0.0% of portfolio›$6.1K
Aspect Partners, LLC100
0.0% of portfolio›$6.1K
City State Bank95
0.0% of portfolio›$5.8K
Abound Wealth Management90
0.0% of portfolio›$5.5K
Carota Wealth Management84
0.0% of portfolio›$5.1K
Horizon Financial Services, LLC75
0.0% of portfolio›$4.6K
Mather Group, Llc.60
0.0% of portfolio›$3.7K
Country Trust Bank58
0.0% of portfolio›$3.6K
TD Private Client Wealth LLC57
0.0% of portfolio›$3.5K
Evolution Wealth Management Inc.52
0.0% of portfolio›$3.2K
Elevated Capital Advisors, LLC51
0.0% of portfolio›$3.1K
Silver Grove Financial Group, Inc.48
0.0% of portfolio›$2.9K
Cedar Mountain Advisors, LLC38
0.0% of portfolio›$2.3K
Mountain Hill Investment Partners Corp.35
0.0% of portfolio›$2.2K
Proathlete Wealth Management LLC32
0.0% of portfolio›$2.0K
Guardian Partners Inc.30
0.0% of portfolio›$1.8K
Legacy Bridge, LLC15
0.0% of portfolio›$919
Canton Hathaway, LLC11
0.0% of portfolio›$674
Bay Harbor Wealth Management, LLC5
0.0% of portfolio›$306
Richardson Financial Services Inc.2
0.0% of portfolio›$123
Prairie Wealth Advisors, Inc.0
0.1% of portfolio›$318.8K
Atwood & Palmer Inc0
0.0% of portfolio›$7
Beacon Capital Management, Inc.0
0.0% of portfolio›$24
StyleTurnoverLocationFiled
Rakuten Investment Management, Inc.
3,458,100$211.6M0.5%ETFMediumTokyo, Mexico2026-10-30
Commonwealth Equity Services, LLC
3,016,354$184.8M0.2%ETFLowWaltham, MA2026-11-02
Adams Asset Advisors, LLC
2,205,299$135.1M13.7%YieldMediumDallas, TX2026-10-08
Kestra Advisory Services, LLC
1,372,401$84.1M0.2%CoreLowAustin, TX2026-11-02
Apollon Wealth Management, LLC
806,392$49.4M0.6%GrowthLowMount Pleasant, SC2026-10-23
SBI Securities Co., Ltd.
787,689$48.3M1.1%Agg GrowthLowTokyo, Mexico2026-10-22
Imc-Chicago, LLC
726,901$44.5M0.0%GARPVery HighChicago, IL2026-11-05
Cambridge Investment Research Advisors, Inc.
717,028$43.9K0.0%ETFLowFairfield, IA2026-11-02
Truist Financial Corp
658,570$40.3M0.0%CoreLowCharlotte, NC2026-10-30
Traynor Capital Management, Inc.
613,472$37.6M1.7%GrowthLowMalvern, PA2026-10-29
Magnus Financial Group LLC
574,008$35.2M2.4%ETFLowNew York, NY2026-10-21
Venture Visionary Partners LLC
539,334$33.0M0.9%CoreLowSylvania, OH2026-10-07
Lebenthal Global Advisors, LLC
536,401$32.9M4.4%ETFMediumHauppauge, NY2026-10-28
Signature Estate & Investment Advisors LLC
525,781$32.2M0.6%ETFMediumLos Angeles, CA2026-10-13
James Reed Financial Services, Inc.
433,531$26.6M20.1%ETFVery LowCleveland, OH2026-10-26
HUB Investment Partners, LLC
429,133$26.3M0.5%GrowthLowAustin, TX2026-11-03
Wealth Enhancement Advisory Services, LLC
391,598$23.9M0.0%CoreLowPlymouth, MN2026-10-13
Independent Financial Group, LLC
357,660$21.9M0.4%GrowthLowSan Diego, CA2026-10-13
Bernardo Wealth Planning LLC
340,176$20.8M1.8%ETFVery LowHarleysville, PA2026-10-23
Avior Wealth Management, LLC
289,896$17.8M0.5%ETFMediumOmaha, NE2026-10-13
PVG Asset Management Corp
279,791$17.1M11.7%GrowthMediumGolden, CO2026-10-19
Prime Capital Investment Advisors, LLC
279,176$17.1M0.2%ETFLowOverland Park, KS2026-10-20
MGO One Seven LLC
265,839$16.3M0.3%GrowthLowBeachwood, OH2026-10-28
Hennion & Walsh Asset Management, Inc.
263,920$16.2M0.5%ValueMediumParsippany, NJ2026-10-13
Prospera Financial Services Inc
256,298$14.8M0.2%CoreMediumDallas, TX2026-11-04
Kingswood Wealth Advisors, LLC
244,084$15.0M0.6%GrowthLowSan Diego, CA2026-10-23
Chicago Partners Investment Group LLC
235,114$13.7M0.3%GARPLowChicago, IL2026-10-27
Concurrent Investment Advisors, LLC
233,708$14.3M0.1%GrowthMediumTampa, FL2026-10-16
Centurion Wealth Management LLC
223,407$13.7M3.3%ETFMediumMclean, VA2026-10-13
Global Wealth Management Investment Advisory, Inc.
221,031$13.5M1.9%CoreLowFort Lauderdale, FL2026-11-04
Larson Financial Group LLC
219,895$13.5M0.3%GrowthLowSt Louis, MO2026-11-05
Oppenheimer & Co Inc
210,995$12.9M0.1%CoreLowNew York, NY2026-10-26
Cambridge Advisors Inc.
206,418$12.6M2.2%ETFVery LowOmaha, NE2026-10-19
Farther Finance Advisors, LLC
206,318$12.6M0.1%IndexLowSan Francisco, CA2026-10-08
Prota Financial, LLC
204,358$12.4M7.9%ETFMediumHouston, TX2026-10-08
Beacon Financial Advisory LLC
202,982$12.4M2.4%ETFLowCleveland, OH2026-10-16
D.A. Davidson & Co.
185,222$11.3M0.1%CoreLowGreat Falls, MT2026-10-28
Kestra Private Wealth Services, LLC
183,491$11.2M0.1%GrowthLowAustin, TX2026-10-30
Park Avenue Securities LLC
181,768$11.1K0.0%ETFMediumNew York, NY2026-10-26
Indivisible Partners
167,889$10.3M0.5%GrowthMediumClearwater, FL2026-10-26
ADG Wealth Management Group, LLC
166,620$10.2M6.4%ETFVery LowMetairie, LA2026-10-23
Spire Wealth Management
164,693$10.1M0.3%GrowthMediumMclean, VA2026-10-30
Patriot Financial Group Insurance Agency, LLC
163,320$10.0M1.0%GrowthLowWalpole, MA2026-10-14
Kennedy Investment Group, Inc.
162,743$10.0M3.2%GrowthLowWest Deptford, NJ2026-10-21
Creative Planning
160,563$9.8M0.0%IndexVery LowOverland Park, KS2026-11-02
Principle Wealth Partners LLC
160,260$9.8M0.5%CoreVery LowMadison, CT2026-11-02
Three Magnolias Financial Advisors, LLC
159,008$9.7M5.8%ETFLowWinston-Salem, NC2026-10-14
IVC Wealth Advisors LLC
156,586$9.6M3.8%GrowthLowSilverdale, PA2026-10-23
Fifth Third Bancorp
153,455$9.4M0.0%IndexVery LowCincinnati, OH2026-11-05
Brookstone Capital Management
151,373$9.3M0.1%ETFMediumWheaton, IL2026-10-22
Mechanics Bank Trust Department
150,277$9.2M1.2%CoreLowWalnut Creek, CA2026-10-13
Citizens Financial Group Inc
149,876$9.2M0.1%GrowthLowProvidence, RI2026-10-23
Cornerstone Wealth Management, LLC
148,993$9.1M0.4%ETFVery LowSt. Peters, MO2026-11-04
Southern Capital Services Inc
146,899$9.0M5.1%ETFMediumDaphne, AL2026-10-19
Thrivent Financial for Lutherans
144,379$8.4M0.0%GARPMediumMinneapolis, MN2026-11-05
Assetmark, Inc
142,798$8.7M0.0%ETFLowConcord, CA2026-10-21
Sheets Smith Wealth Management
142,796$8.7M0.9%CoreLowWinston-Salem, NC2026-10-16
Wealthcare Advisory Partners LLC
135,501$8.3M0.1%ETFLowWest Chester, PA2026-10-21
Advisory Resource Group
130,863$8.0M1.2%GARPMediumTulsa, OK2026-10-26
International Assets Investment Management, LLC
130,221$7.9M0.5%CoreVery HighOrlando, FL2026-11-02
Financially Speaking Inc
123,028$7.5M9.1%ETFHighGreenwood Village, CO2026-11-05
Bank of New York Mellon Corp
122,601$7.5M0.0%CoreLowNew York, NY2026-11-05
New England Private Wealth Advisors LLC
122,469$7.5M0.7%ETFVery LowWellesley, MA2026-10-19
Childress Capital Advisors, LLC
121,153$7.4M1.1%GARPMediumHouston, TX2026-10-28
WealthPlan Investment Management, LLC
119,304$7.3M0.4%GrowthMediumOmaha, NE2026-10-15
Pinnacle Associates LTD
118,398$7.3M0.1%CoreLowNew York, NY2026-10-20
Nfsg Corp
117,979$7.2M0.8%Agg GrowthMediumBoca Raton, FL2026-10-15
Foresight Capital Management Advisors, Inc.
117,783$7.2M3.6%CoreMediumSaline, MI2026-10-27
High Net Worth Advisory Group LLC
112,130$6.9M1.4%ETFVery LowNaples, FL2026-10-26
Clear Creek Financial Management, LLC
112,018$6.9M0.5%ETFMediumSilverdale, WA2026-10-28
NWF Advisory Services Inc.
108,168$6.6M0.6%GARPLowLos Angeles, CA2026-10-19
RWQ Financial Management Services, Inc.
107,180$6.6M3.7%GrowthHighNaples, FL2026-10-19
KFG Wealth Management, LLC
106,648$6.5M0.7%ETFMediumGranger, IN2026-10-16
Integrity Wealth Partners, LLC
105,580$6.5M5.0%ETFN/AWalnut Creek, CA2026-10-14
J.W. Cole Advisors, Inc.
104,930$6.4M0.1%IndexLowTampa, FL2026-11-05
Integrity Alliance, Llc.
103,245$6.3M0.2%ETFMediumUrbandale, IA2026-10-29
Dynamic Advisor Solutions LLC
103,030$6.3M0.2%ETFLowPhoenix, AZ2026-10-13
AlphaStar Capital Management, LLC
102,665$6.3M0.4%ETFMediumCornelius, NC2026-10-16
Perigon Wealth Management, LLC
102,213$6.3M0.1%GrowthLowSan Francisco, CA2026-10-22
Ignite Planners, LLC
101,973$6.2M0.8%CoreLowSan Clemente, CA2026-10-14
Milestone Asset Management, LLC
101,946$6.2M1.0%GrowthHighPittsburgh, PA2026-10-15
Curtis Advisory Group, LLC
101,755$6.2M1.2%ETFLowSanta Barbara, CA2026-10-28
Kingstone Capital Partners Texas, LLC
100,113$6.1M3.0%GrowthLowFrisco, TX2026-11-03
Wedbush Securities Inc
98,175$6.0K0.0%CoreLowPasadena, CA2026-10-22
MBL Wealth, LLC
97,840$6.0M0.4%ETFLowCharlotte, NC2026-10-22
Eagle Bluffs Wealth Management LLC
96,363$5.9M2.0%GARPVery LowColumbia, MO2026-10-20
Davenport & Co LLC
94,884$5.8M0.0%CoreMediumRichmond, VA2026-10-14
Sigma Planning Corp
89,297$5.5M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Maia Wealth LLC
87,680$5.4M0.7%ETFMediumDenver, CO2026-10-19
Ulland Investment Advisors, LLC
86,397$5.3K0.0%GrowthVery LowMinneapolis, MN2026-10-13
SeaCrest Wealth Management, LLC
84,062$5.1M0.6%GrowthLowPurchase, NY2026-10-21
Intelligence Driven Advisers, LLC
84,000$5.1M0.9%ETFLowCarlsbad, CA2026-10-09
Semus Wealth Partners LLC
83,877$5.1M2.3%GrowthLowBoca Raton, FL2026-10-22
21 West Wealth Management LLC
83,490$5.1M4.4%ETFLowTustin, CA2026-10-13
Apella Capital, LLC
83,276$5.1M0.1%ETFVery LowWest Hartford, CT2026-10-08
Onyx Bridge Wealth Group LLC
83,232$5.1M0.4%ETFMediumTarrytown, NY2026-10-16
Verity Asset Management, Inc.
82,504$5.1M2.0%CoreMediumDurham, NC2026-10-30
Mission Wealth Management, LP
82,230$5.0M0.1%ETFLowSanta Barbara, CA2026-10-15
S&A Financial Services, Inc.
81,790$5.0M3.1%ETFN/AOverland Park, KS2026-11-03
Capital Investment Advisory Services, LLC
80,568$4.9M0.3%CoreMediumRaleigh, NC2026-10-30
Lido Advisors, LLC
80,298$4.9M0.0%GrowthLowLos Angeles, CA2026-11-04
Global Assets Advisory, LLC
75,497$4.6M1.0%GrowthHighOrlando, FL2026-10-28
Choreo, LLC
74,259$4.5M0.0%IndexLowRockford, IL2026-10-28
Pinnacle Wealth Management Advisory Group, LLC
74,198$4.5M0.3%GrowthLowRed Bank, NJ2026-10-23
Saxony Capital Management, LLC
72,551$4.4M1.9%ETFMediumSt. Louis, MO2026-10-15
Retirement Guys Formula LLC
71,920$4.4M1.6%CoreMediumMaumee, OH2026-10-26
Princeton Global Asset Management LLC
70,739$4.3M0.6%GrowthLowPrinceton, NJ2026-10-21
Lake Street Private Wealth, LLC
69,454$4.3M0.5%GrowthLowChicago, IL2026-10-22
Wagner Wealth Management, LLC
68,330$4.2M0.7%ETFLowGreenville, SC2026-10-21
Sowell Financial Services LLC
67,695$4.1M0.1%CoreLowNorth Little Rock, AR2026-10-23
Mayfair Advisory Group, LLC
67,311$4.1M1.2%ETFLowBirmingham, AL2026-10-20
Koshinski Asset Management, Inc.
66,992$4.1M0.2%ETFLowDecatur, IL2026-10-29
Lighthouse Financial LLC
66,786$4.1M1.8%Agg GrowthLowLargo, FL2026-10-23
Turn8 Private Wealth Inc.
66,438$4.1M2.8%GARPMediumPointe Claire, Austria2026-11-05
IFP Advisors, Inc
65,979$4.0M0.1%GrowthLowTampa, FL2026-10-16
Krilogy Financial LLC
65,056$4.0M0.1%GrowthLowSt. Louis, MO2026-10-13
RFG Advisory, LLC
64,921$4.0M0.1%ETFMediumBirmingham, AL2026-11-03
Beam Wealth Advisors, Inc.
64,631$4.0M0.9%ETFMediumCovington, LA2026-11-03
Flagstar Securities, Inc
64,469$3.9M1.2%ETFVery LowNew York, NY2026-10-15
Palacios Wealth Management, LLC
64,089$3.9M2.1%Agg GrowthVery LowOrmond Beach, FL2026-11-04
Fortress Financial Solutions, LLC
63,350$3.9M3.3%ETFLowTucson, AZ2026-10-14
Tucker Asset Management LLC
63,030$3.9M1.0%ETFMediumLittleton, CO2026-10-29
M.E. Allison & Co., Inc.
62,209$3.8M2.1%CoreLowSan Antonio, TX2026-10-09
Signal Advisors Wealth, LLC
61,173$3.7M0.2%ETFLowDetroit, MI2026-10-13
HBW Advisory Services LLC
61,130$3.7M0.4%ETFMediumSimi Valley, CA2026-10-15
Sulzberger Capital Advisors, Inc.
61,002$3.7M3.7%GrowthLowMiami, FL2026-10-20
Investment Partners Asset Management, Inc.
60,442$3.7M2.0%CoreLowMetuchen, NJ2026-10-09
Vise Technologies, Inc.
60,255$3.7M0.0%IndexLowNew York, NY2026-10-29
Avidian Wealth Enterprises, LLC
59,034$3.6M0.1%ETFLowHouston, TX2026-10-08
AdvisorNet Financial, Inc
57,648$3.5M0.2%ETFLowMinnetonka, MN2026-10-15
Nations Financial Group Inc,
57,219$3.5M0.2%CoreLowCedar Rapids, IA2026-11-05
Beacon Financial Planning, Inc
56,995$3.5M1.2%ETFVery LowHyannis, MA2026-11-04
4Wealth Advisors, Inc.
56,572$3.5M2.4%ETFMediumBurr Ridge, IL2026-10-13
Ellis Investment Partners, LLC
56,442$3.5M0.5%ETFLowBerwyn, PA2026-10-21
Smallwood Wealth Investment Management, LLC
56,265$3.4M1.5%ETFVery LowRed Bank, NJ2026-10-30
Colonial River Investments, LLC
55,824$3.4M0.9%GrowthMediumMidlothian, VA2026-10-19
Lifestyle Asset Management, Inc.
55,296$3.4M0.8%ETFHighFriendswood, TX2026-10-20
Capstone Wealth Management Group, Inc.
55,289$3.4M2.0%GrowthN/ABend, OR2026-10-19
B.A. Schrock Wealth Management, Inc.
54,796$3.3M1.2%GARPN/AWadsworth, OH2026-10-15
Sloy Dahl & Holst, LLC
54,447$3.3M0.5%Agg GrowthVery LowVancouver, WA2026-10-14
Purus Wealth Management, LLC
54,276$3.3M0.9%Agg GrowthVery LowNewport Beach, CA2026-10-15
Clarity Wealth Advisors, LLC
53,960$3.3M0.6%ETFVery LowSan Jose, CA2026-10-21
Partners Wealth Management, LLC
53,817$3.3M0.3%CoreLowCarmel By The Sea, CA2026-10-28
Rooted Wealth Advisors, Inc.
53,492$3.3M0.8%ETFLowBourbonnais, IL2026-11-03
Axxcess Wealth Management, LLC
53,189$3.3M0.1%CoreLowCarlsbad, CA2026-10-21
Ring Mountain Capital, LLC
53,053$3.3M1.3%GrowthVery LowTiburon, CA2026-10-13
Daymark Wealth Partners, LLC
52,217$3.2M0.1%CoreLowCincinnati, OH2026-11-04
PMG Family Office LLC
51,322$3.1M2.9%YieldVery LowPlano, TX2026-10-19
San Luis Wealth Advisors LLC
51,109$3.1M0.5%CoreMediumSan Luis Obispo, CA2026-10-27
Herold Advisors, Inc.
49,865$3.1M0.6%CoreLowNew York, NY2026-10-19
M Holdings Securities, Inc.
49,786$2.9K0.0%ETFHighPortland, OR2026-11-03
Alterna Wealth Management, Inc
49,718$3.0M1.7%ETFMediumHouston, TX2026-10-27
Henderson Brothers Financial Partners, LLC
48,921$3.0M1.1%ETFN/APittsburgh, PA2026-11-03
Security National Bank
48,822$3.0M0.3%GrowthLowOmaha, NE2026-10-26
Nova Financial LLC
48,104$2.9M1.2%N/AN/ATucson, AZ2026-11-04
Diversify Advisory Services, LLC
47,857$2.9M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
47,857$2.9M0.0%GrowthMediumSandy, UT2026-10-20
Flynn Zito Capital Management, LLC
47,821$2.9M0.8%ETFLowGarden City, NY2026-11-04
Base Wealth Management LLC
47,718$2.9M1.3%ETFMediumLakewood Ranch, FL2026-10-21
J.Safra Asset Management Corp
47,475$2.9M0.1%ETFLowNew York, NY2026-11-03
Stackstone Wealth, LLC
47,293$2.9M0.3%CoreN/ADubuque, IA2026-10-19
US Bancorp \de\
46,696$2.9M0.0%IndexLowMinneapolis, MN2026-11-05
Gill Capital Partners, LLC
46,151$2.8M0.8%ETFLowDenver, CO2026-10-13
TrustBank
46,130$2.8M0.9%ETFVery LowOlney, IL2026-10-20
Hibernia Wealth Partners, LLC
46,063$2.8M1.5%ETFVery LowBaton Rouge, LA2026-10-29
Financial Partners Group, Inc
45,778$2.8M0.3%ETFLowOverland Park, KS2026-10-19
TrueWealth Advisors, LLC
45,396$2.8M0.6%ETFMediumBirmingham, AL2026-10-09
PDS Planning, Inc
44,614$2.7M0.2%IndexVery LowDublin, OH2026-11-03
Cullen T Bankers, Inc.
44,338$2.7M0.0%GrowthLowSan Antonio, TX2026-10-28
D'Orazio & Associates, Inc.
43,889$2.7M0.3%ETFLowVienna, VA2026-11-04
Chapin Davis, Inc.
41,277$2.5M0.5%GrowthHighBaltimore, MD2026-10-09
Joseph P. Lucia & Associates, LLC
40,861$2.5M0.7%ETFVery LowYorktown Heights, NY2026-10-30
Simplex Trading, LLC
40,219$2.5M0.0%CoreVery HighChicago, IL2026-11-04
Mcdonald Partners LLC
39,762$2.4M0.6%CoreLowCleveland, OH2026-11-03
Integras Partners LLC
39,728$2.4M1.4%CoreLowAlpharetta, GA2026-10-30
Anchor Capital Management Group Inc
39,500$2.4M2.0%ETFLowAliso Viejo, CA2026-11-02
Midwest Trust Co
39,488$2.4M0.0%CoreLowOverland Park, KS2026-10-22
Triumph Capital Management
39,381$2.4M0.4%ETFMediumDenver, CO2026-10-14
Putney Financial Group LLC
39,207$2.4M1.9%GrowthLowSan Rafael, CA2026-10-30
Confluence Wealth Services, Inc.
39,081$2.4M0.1%ETFVery LowMcmurray, PA2026-11-05
John W. Brooker & Co., CPAs
38,746$2.4M2.7%ETFMediumOakland, CA2026-10-21
PFG Advisors
38,663$2.4M0.1%ETFMediumPhoenix, AZ2026-10-16
Capital Investment Advisors, LLC
38,636$2.4M0.0%CoreLowAtlanta, GA2026-10-22
Private Client Services, LLC
37,843$2.3M0.6%ETFMediumLouisville, KY2026-10-02
HB Wealth Management, LLC
36,654$2.2M0.0%IndexVery LowAtlanta, GA2026-10-23
Provenance Wealth Advisors, LLC
36,267$2.2M0.1%ETFLowFort Lauderdale, FL2026-10-30
Prevail Innovative Wealth Advisors, LLC
35,832$2.2M0.3%CoreVery HighLeawood, KS2026-10-20
Golden State Wealth Management, LLC
35,816$2.2M0.2%ETFMediumSanta Ana, CA2026-11-02
SteelPeak Wealth, LLC
35,186$2.2M0.1%GrowthHighWoodland Hills, CA2026-10-16
Retirement Planning Group, LLC
35,162$2.2M0.1%ETFVery LowLeawood, KS2026-10-19
Plan Group Financial, LLC
34,409$2.0M0.4%ETFMediumOklahoma City, OK2026-10-22
Simplicity Wealth,LLC
33,767$2.1M0.1%ETFLowSummit, NJ2026-10-23
KMG Fiduciary Partners, LLC
33,529$2.1M0.2%GrowthLowToledo, OH2026-10-14
Cpwa, LLC
33,373$2.0M2.2%GrowthN/AHood River, OR2026-11-04
Tompkins Financial Corp
33,000$2.0M0.1%CoreLowIthaca, NY2026-10-05
Visionary Wealth Advisors
32,638$2.0M0.1%ETFLowO'Fallon, IL2026-11-04
Financial Guidance Group, Inc.
31,704$1.9M0.7%ETFVery LowPalm Harbor, FL2026-10-21
Wealth Effects LLC
30,907$1.9M0.5%GrowthLowBoston, MA2026-10-23
Steele Capital Management, Inc.
30,715$1.9M0.1%ETFVery LowDubuque, IA2026-11-02
Strong Retirement Solutions LLC
30,655$1.9M1.1%GrowthMediumSilverdale, WA2026-10-07
Stillwater Wealth Management Group
30,425$1.9M1.0%GrowthMediumJuno Beach, FL2026-10-21
VestGen Advisors, LLC
30,393$1.9M0.1%GrowthMediumChicago, IL2026-10-27
LexAurum Advisors, LLC
30,124$1.8M0.2%ETFLowOverland Park, KS2026-10-19
StoneX Group Inc.
29,602$1.8M0.1%ETFMediumNew York, NY2026-11-03
Advisory Advocates, LLC
29,378$1.8M1.6%YieldMediumGrand Rapids, MI2026-11-05
Mirae Asset Global Investments Co., Ltd.
29,028$1.8M0.0%GrowthLowSeoul, Malaysia2026-11-03
Nautilus Advisors LLC
28,766$1.8M1.1%GrowthLowLa Jolla, CA2026-10-07
Providence First Trust Co
28,517$1.7M0.6%ETFMediumScottsdale, AZ2026-11-02
Frontier Asset Management, LLC
28,167$1.7M0.3%ETFLowSheridan, WY2026-10-28
Brown Miller Wealth Management, LLC
28,067$1.7M0.4%GrowthLowMclean, VA2026-11-02
Evolution Wealth Advisors, LLC
27,814$1.7M0.2%ETFLowAventura, FL2026-11-03
Arrow Financial Corp
27,387$1.7M0.2%ETFLowGlens Falls, NY2026-10-26
Keystone Wealth Services, LLC
27,229$1.7M0.3%ETFHighPalm Desert, CA2026-11-03
Etesian Wealth Advisors, Inc.
27,196$1.7M0.5%ETFLowWest Linn, OR2026-10-27
TigerOak Management, L.L.C.
27,141$1.7M0.4%GrowthVery LowNashville, TN2026-10-23
Independent Wealth Network Inc.
26,994$1.7M0.4%ETFMediumUrbandale, IA2026-10-19
MBA Advisors LLC
26,724$1.6M0.5%ETFLowHermitage, PA2026-10-29
Sunpointe, LLC
26,475$1.6M0.5%GrowthMediumSt. Louis, MO2026-10-22
Beacon Financial Group
26,383$1.6M0.1%ETFMediumDallas, TX2026-10-19
Focused Wealth Management, Inc
25,777$1.6M0.1%ETFLowNewburgh, NY2026-10-30
Whipplewood Advisors, LLC
25,211$1.5M1.0%ETFLowLittleton, CO2026-10-20
Fiduciary Alliance LLC
24,923$1.5M0.1%CoreMediumGreenville, SC2026-10-13
JSF Financial, LLC
24,910$1.5M0.2%ETFMediumLos Angeles, CA2026-10-22
Sterling Investment Advisors, Ltd.
24,893$1.5M0.3%GrowthLowBerwyn, PA2026-10-27
PKS Advisory Services, LLC
24,874$1.5M0.2%ETFMediumAlbany, NY2026-10-26
Paradigm, Strategies in Wealth Management, LLC
24,840$1.5M1.0%ETFLowMaple Grove, MN2026-10-16
Oasis Advisors, LLC
23,695$1.5M0.6%ETFMediumForest City, IA2026-10-16
Kraematon Investment Advisors, Inc
23,235$1.4M1.1%MomentumLowBraintree, MA2026-11-02
Ping Capital Management, Inc.
23,200$1.4M0.3%YieldMediumNew York, NY2026-10-13
Total Clarity Wealth Management, Inc.
23,038$1.4M0.3%ETFMediumSt. Charles, IL2026-10-26
Verdence Capital Advisors LLC
22,622$1.4M0.1%CoreMediumHunt Valley, MD2026-10-26
Foster Victor Wealth Advisors, LLC
22,621$1.3M0.1%CoreMediumGreenville, SC2026-10-21
B. Riley Wealth Advisors, Inc.
22,559$1.4M0.1%GrowthLowMemphis, TN2026-10-13
Concord Wealth Partners
22,467$1.4M0.2%GrowthLowAbingdon, VA2026-11-02
Integrated Advisors Network LLC
22,182$1.4M0.1%GrowthMediumDallas, TX2026-10-20
Orba Wealth Advisors, L.L.C.
22,148$1.4M1.2%ETFMediumChicago, IL2026-10-23
Xcel Wealth Management, LLC
21,929$1.3M0.3%CoreMediumHolly Hill, FL2026-10-26
New Wave Wealth Advisors LLC
21,839$1.3M0.3%CoreMediumSpringdale, AR2026-10-19
Lewis Asset Management, LLC
21,121$1.3M0.4%GrowthLowLafayette, CA2026-10-14
Helium Advisors LLC
20,982$1.3M1.1%ETFLowVancouver, WA2026-10-23
DB&C Advisors, LLC
20,780$1.3M1.3%GrowthVery LowHolland, MI2026-10-26
Aurora Private Wealth, Inc.
20,454$1.3K0.0%ETFLowRockaway, NJ2026-10-20
Taylor Securities Services, Inc.
20,160$1.2M0.5%ETFLowHarrisburg, PA2026-10-20
CPC Advisors, LLC
20,061$1.2M0.2%ETFMediumAtlanta, GA2026-10-21
Cooper Financial Group
19,956$1.2M0.1%GrowthMediumIrvine, CA2026-10-07
Bauman Advisory Group, LLC
19,829$1.2M0.6%ETFMediumLas Vegas, NV2026-10-29
Marks Wealth, LLC
19,766$1.2M0.3%ETFVery HighEllicott City, MD2026-10-30
Focus Financial Network, Inc.
19,671$1.2M0.0%ETFLowMinneapolis, MN2026-10-14
Integrity Advisory Solutions, LLC
19,591$1.2M0.1%ETFMediumDallas, TX2026-10-29
Parallel Advisors, LLC
19,504$1.2M0.0%IndexLowSan Francisco, CA2026-11-03
Latitude Advisors, LLC
19,078$1.2M0.4%ETFLowYorkville, IL2026-10-27
GC Wealth Management RIA, LLC
19,077$1.2M0.1%GrowthMediumCambridge, MA2026-11-02
Legacy Private Trust Co.
18,910$1.2M0.1%ETFLowNeenah, WI2026-10-06
Finivi Inc.
18,886$1.2M0.6%GrowthMediumWestborough, MA2026-10-13
FNY Investment Advisers, LLC
18,867$1.2K0.0%GrowthVery HighNew York, NY2026-10-16
Cyndeo Wealth Partners, LLC
18,696$1.1M0.1%CoreMediumSt. Petersburg, FL2026-10-16
QP Wealth Management, LLC
18,659$1.1M1.7%GrowthHighBoca Raton, FL2026-10-20
Millennium Capital Advisors, LLC
18,265$1.1M0.6%GrowthLowLittle Rock, AR2026-10-16
Novem Group
18,085$1.1M0.1%ETFMediumRochester, NY2026-10-19
Harbor Investment Advisory, LLC
18,053$1.1M0.1%GrowthLowLutherville, MD2026-10-13
Elevation Point Wealth Partners, LLC
18,040$1.1M0.0%CoreHighDenver, CO2026-11-05
Meridian Financial Partners LLC
17,978$1.1M0.4%GrowthLowWarrenton, VA2026-10-23
Private Trust Co NA
17,913$1.1M0.1%CoreLowCleveland, OH2026-10-20
Ashton Thomas Private Wealth, LLC
17,840$1.1M0.0%CoreMediumScottsdale, AZ2026-11-03
Steinberganna Wealth Management
17,712$1.1M0.5%ETFLowHuntington, NY2026-10-23
Intrua Financial, LLC
17,648$1.1M0.1%ETFMediumHouston, TX2026-10-28
Optima Capital LLC
17,491$1.1M0.4%ETFHighPortland, OR2026-10-29
Consilium Wealth Advisory, LLC
17,489$1.1M0.3%GrowthLowFrisco, TX2026-10-14
Integrated Financial Solutions, Inc.
17,450$1.1M0.5%Agg GrowthLowReston, VA2026-10-09
Redwood Financial Network Corp
17,362$1.1M0.6%ETFLowSolon, OH2026-11-03
Grant Private Wealth Management Inc
17,306$1.1M0.5%GrowthMediumPleasanton, CA2026-10-19
Abel Hall, LLC
17,100$1.0M0.2%CoreMediumBaton Rouge, LA2026-10-19
Fermata Advisors, LLC
17,039$1.0M0.2%ETFLowSonoma, CA2026-10-13
Elmwood Wealth Management, Inc.
16,999$1.0M0.3%ETFLowBerkeley, CA2026-10-14
Silverlake Wealth Management LLC
16,998$1.0M0.2%ETFLowWilliston, VT2026-10-21
Pennsylvania Capital Management Inc
16,987$1.0M0.3%GrowthLowHuntingdon Valley, PA2026-11-05
Orgel Wealth Management, LLC
16,934$1.0M0.0%ETFMediumAltoona, WI2026-10-14
Key Client Fiduciary Advisors, LLC
16,690$1.0M0.3%ValueMediumFairfield, NJ2026-10-19
OpenArc Corporate Advisory, LLC
16,601$1.0M0.0%GrowthLowAtlanta, GA2026-10-21
Tepp RIA, LLC
16,510$1.0M0.7%ETFMediumWestfield, NJ2026-10-14
Great Diamond Partners, LLC
16,491$1.0M0.2%CoreMediumPortland, ME2026-10-13
Hofer & Associates. Inc
16,308$999.1K0.7%ETFHighThousand Oaks, CA2026-10-13
RED Crane Wealth Management, LLC
16,308$999.1K0.7%ETFLowSan Francisco, CA2026-10-14
Comprehensive Financial Planning, Inc.
16,134$988.4K0.5%Agg GrowthLowEast Petersburg, PA2026-10-27
Signature Equity Partners, LLC
16,089$985.6K0.3%GrowthMediumColumbus, OH2026-10-29
Stonebridge Financial Group, LLC
15,975$978.6K0.1%ETFMediumWormleysburg, PA2026-10-01
Asset Allocation Strategies LLC
15,892$973.6K0.1%ETFMediumFarmington, MI2026-10-20
Innovative Advisory Group, LLC
15,664$959.6K0.7%ETFHighLexington, MA2026-10-13
Jacobi Capital Management LLC
15,664$959.6K0.0%CoreLowPittston, PA2026-11-05
Chung Wu Investment Group, LLC
15,615$956.6K0.7%GrowthMediumSugar Land, TX2026-11-03
Worth Financial Advisory Group, LLC
15,464$947.3K0.4%GrowthVery LowCharlotte, NC2026-10-19
Teamwork Financial Advisors, LLC
15,357$940.8K0.1%GrowthHighSan Antonio, TX2026-10-19
Brighton Jones LLC
15,123$926.4K0.0%CoreVery LowSeattle, WA2026-11-03
Corps Capital Advisors, LLC
15,062$922.7K0.7%GrowthLowSouthlake, TX2026-11-05
Bluedoor Private Wealth, LLC
14,612$895.1K0.4%CoreLowBeverly, MA2026-11-05
Asset One Wealth Management LLC
14,505$888.6K0.1%GrowthLowBellevue, WA2026-11-02
Strategic Advisors LLC
14,501$888.3K0.2%GrowthLowNew York, NY2026-10-13
Cora Capital Advisors LLC
14,410$882.8K0.2%ETFLowMarlton, NJ2026-11-02
Clay Northam Wealth Management, LLC
14,405$882.5K0.4%GrowthVery LowHuntington Beach, CA2026-10-13
Sagespring Wealth Partners, LLC
14,324$877.5K0.0%ETFLowFranklin, TN2026-10-22
Autumn Glory Partners, LLC
14,215$870.8K0.2%CoreMediumDallas, TX2026-10-26
Diligent Investors, LLC
14,158$867.3K0.2%CoreLowRedlands, CA2026-10-21
Bell Bank
14,137$866.0K0.0%ETFLowFargo, ND2026-10-21
Fullerton Advisors, LLC
13,842$847.9K0.8%ETFLowDanville, CA2026-10-14
Stirlingshire Investments, Inc.
13,836$847.6K0.6%ETFMediumNew York, NY2026-11-05
Cap Partners, LLC
13,788$844.7K0.4%ETFLowFranklin, TN2026-10-19
Lanark Financial, Inc.
13,507$827.4K0.1%CoreMediumBirmingham, AL2026-10-26
Tritonpoint Wealth, LLC
13,413$821.7K0.1%CoreLowChevy Chase, MD2026-10-19
Soundwatch Capital LLC
13,332$813.8K0.1%ETFVery LowDallas, TX2026-11-04
Farmers & Merchants Trust Co of Chambersburg PA
13,267$8130.0%GARPLowChambersburg, PA2026-10-14
Atria Investments, Inc
13,264$812.6K0.0%CoreMediumCharlotte, NC2026-10-15
Future Financial Wealth Managment LLC
13,263$812.5K0.5%ETFMediumCincinnati, OH2026-10-15
Southland Equity Partners LLC
13,242$811.2K0.1%ETFLowWildwood, MO2026-10-14
Compass Financial Management LLC
13,076$801.0K0.1%CoreN/ATampa, FL2026-10-30
Investment Planning Advisors, Inc.
13,024$797.9K0.2%ETFMediumCumming, GA2026-10-14
Red Mountain Financial, LLC
13,000$796.4K0.7%ETFLowFort Collins, CO2026-11-03
Argyle Capital Partners, LLC
12,718$779.1K0.5%CoreLowLos Angeles, CA2026-10-23
Kelly Financial Services LLC
12,574$770.3K0.2%ETFMediumBraintree, MA2026-10-20
Triton Wealth Management, Pllc
12,541$710.5K0.2%ETFMediumSun City, AZ2026-11-04
Blue Trust, Inc.
12,289$752.8K0.0%ETFLowBrentwood, TN2026-10-15
Unique Wealth, LLC
12,227$749.0K0.1%ETFMediumTampa, FL2026-10-16
Innovative Wealth Building LLC
12,206$747.8K0.4%ETFVery LowCalifornia, MD2026-10-14
Howard Financial Services, Ltd.
12,105$741.6K0.1%ETFLowDallas, TX2026-10-15
TopTier Wealth Management, LLC
12,099$741.2K0.4%ETFVery LowMuskego, WI2026-10-16
Parsons Capital Management Inc
12,028$736.8K0.0%CoreLowProvidence, RI2026-10-28
Citigroup Inc
12,005$735.4K0.0%CoreMediumNew York, NY2026-11-04
Verus Capital Partners, LLC
11,985$734.2K0.0%GrowthLowScottsdale, AZ2026-11-03
Allen Capital Group, LLC
11,832$724.8K0.1%CoreLowGrand Island, NE2026-10-27
Strategic Blueprint, LLC
11,792$722.4K0.0%ETFLowAtlanta, GA2026-10-22
Schear Investment Advisers, LLC
11,779$721.6K0.1%Agg GrowthMediumCincinnati, OH2026-10-14
Tempo Wealth, LLC
11,779$721.6K0.1%Agg GrowthLowIndependence, OH2026-10-14
Gables Capital Management Inc.
11,735$718.9K0.3%GrowthVery LowMiami, FL2026-11-04
Madden Securities Corp
11,657$714.1K0.2%GrowthMediumDallas, TX2026-10-27
Castle Rock Wealth Management, LLC
11,638$712.8K0.1%GrowthMediumWalnut Creek, CA2026-10-09
Guidance Capital, Inc
11,456$644.3K0.1%ETFMediumLousville, KY2026-11-03
Gateway Investment Advisers LLC
11,368$696.4K0.0%GrowthLowCincinnati, OH2026-10-13
Armstrong Advisory Group, Inc
11,166$684.0K0.0%ETFHighNeedham, MA2026-10-09
Blvd Private Wealth, LLC
11,154$683.3K0.5%CoreMediumProspect, KY2026-10-14
Adell Harriman & Carpenter Inc
11,075$678.5K0.0%GrowthVery LowHouston, TX2026-11-02
Elevation Wealth Management LLC
11,057$677.4K0.5%Agg GrowthLowEden Prairie, MN2026-11-02
Pacific Center for Financial Services
11,042$676.5K0.1%ETFMediumDanville, CA2026-10-15
RDA Financial Network
10,990$673.3K0.1%GrowthMediumAkron, IA2026-10-15
Capital Advisors, Ltd. LLC
10,953$6710.0%ETFLowShaker Heights, OH2026-10-27
Capital Advisors Wealth Management, LLC
10,943$670.3K0.1%ETFLowYakima, WA2026-10-09
Almanack Investment Partners, Llc.
10,930$669.6K0.1%ETFMediumNewtown Square, PA2026-11-03
Galvin, Gaustad & Stein, LLC
10,925$669.3K0.1%CoreMediumScottsdale, AZ2026-10-08
Armor Investment Advisors, LLC
10,890$667.1K0.2%ETFLowRaleigh, NC2026-10-27
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
10,801$661.7K0.0%ETFMediumWestlake, OH2026-10-14
Private Capital Advisors, Inc.
10,756$658.9K0.1%Agg GrowthLowDarien, CT2026-10-06
MSH Capital Advisors LLC
10,679$654.2K0.1%CoreLowScottsdale, AZ2026-11-03
Global Wealth Strategies & Associates
10,679$654.2K0.1%ETFLowDenver, CO2026-10-02
Murphy & Mullick Capital Management Corp
10,649$652.4K0.4%GrowthLowSmithtown, NY2026-11-02
Tcfg Investment Advisors, LLC
10,647$648.7K0.2%GrowthMediumLaguna Niguel, CA2026-10-20
Roman Butler Fullerton & Co
10,642$633.2K0.1%GrowthMediumSt Louis, MO2026-10-27
Elco Management Co., LLC
10,600$649.4K0.3%CoreLowNew York, NY2026-10-14
Cypress Wealth Services, LLC
10,598$649.4K0.1%ETFLowPalm Desert, CA2026-10-21
Ehrlich Financial Group
10,593$649.0K0.3%ETFHighLaguna Niguel, CA2026-10-20
Johnson & White Wealth Management, LLC
10,592$648.9K0.2%ETFVery LowYork, PA2026-11-03
Certior Financial Group, LLC
10,574$647.8K0.4%ETFMediumKing Of Prussia, PA2026-10-19
Syntegra Private Wealth Group, LLC
10,572$647.6K0.0%ETFLowChesterfield, MO2026-10-13
Rhodes Investment Advisors Inc
10,475$641.7K0.5%CoreMediumFort Worth, TX2026-10-07
Plus Group Wealth Advisors LLC
10,220$626.1K0.6%ETFLowBelgium, WI2026-10-19
Prosperity Financial Group, Inc.
9,932$608.5K0.2%GrowthMediumSan Ramon, CA2026-10-29
Rockingstone Advisors LLC
9,850$603.4K0.2%GrowthLowGreat Barrington, MA2026-10-16
Griffin Asset Management, Inc.
9,830$602.2K0.1%CoreLowNew York, NY2026-10-22
Shepherd Financial Partners LLC
9,817$601.4K0.0%ETFLowWinchester, MA2026-11-03
Acorn Financial Advisory Services Inc
9,616$589.1K0.1%ETFMediumReston, VA2026-11-02
Discipline Wealth Solutions, LLC
9,562$585.8K0.1%ETFLowGreenville, SC2026-10-14
CRA Financial Services, LLC
9,537$584.3K0.1%ETFVery LowNorthfield, NJ2026-10-16
Clearwave Capital, LLC
9,461$579.6K0.3%GrowthLowUpland, CA2026-10-27
Balboa Wealth Partners
9,439$578.2K0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
Smith Chas P & Associates PA Cpas
9,416$553.8K0.0%CoreVery LowLakeland, FL2026-10-22
LJI Wealth Management, LLC
9,380$574.6K0.1%ETFLowIndianapolis, IN2026-10-28
Fearless Solutions, LLC dba Best Invest
9,363$573.6K0.3%ETFLowSan Antonio, TX2026-10-14
WealthPLAN Partners, LLC
9,360$573.4K0.1%CoreMediumOmaha, NE2026-10-15
Wesbanco Bank Inc
9,344$572.4K0.0%CoreLowWheeling, WV2026-11-04
Cadent Capital Advisors, LLC
9,328$571.5K0.1%ETFHighTulsa, OK2026-10-09
Ironsides Asset Advisors, LLC
9,310$570.3K0.1%ETFVery LowRocky Mount, NC2026-10-20
Clarus Wealth Advisors
9,285$567.2K0.2%ETFMediumPeoria, AZ2026-10-13
TFB Advisors LLC
9,243$566.2K0.2%ETFLowOverland Park, KS2026-11-02
Sound Income Strategies, LLC
9,242$563.1K0.0%YieldMediumFt Lauderdale, FL2026-10-09
Capital Asset Advisory Services LLC
9,225$538.9K0.0%ETFLowWilliamston, MI2026-10-30
Fulcrum Wealth Advisors, LLC
9,110$558.1K0.4%GrowthMediumBellevue, WA2026-10-16
Sage Financial Group Inc
9,058$554.9K0.0%ETFVery LowW. Conshohocken, PA2026-10-27
Thompson Davis & Co., Inc.
9,021$552.6K0.4%CoreMediumRichmond, VA2026-11-05
Ethos Capital Management, Inc.
9,000$551.3K0.4%GrowthHighNewtown, PA2026-11-03
Winebrenner Capital Management LLC
8,832$541.0K0.3%ETFLowLouisville, KY2026-10-07
Fifth Third Securities, Inc.
8,538$523.0K0.0%ETFLowCincinnati, OH2026-10-21
FSM Wealth Advisors, LLC
8,530$521.1K0.1%ETFLowCleveland, OH2026-10-27
Advisor OS, LLC
8,427$516.2K0.0%ETFMediumChicago, IL2026-11-03
Independent Investors Inc
8,410$515.2K0.1%GrowthVery LowNesconset, NY2026-10-30
Williams Jones Wealth Management, Llc.
8,350$511.5K0.0%GrowthLowNew York, NY2026-11-05
Cherry Tree Wealth Management, LLC
8,332$510.4K0.1%ETFVery LowMinnetonka, MN2026-10-15
Mindset Wealth Management, LLC
8,303$508.7K0.1%Agg GrowthVery LowIndianapolis, IN2026-10-19
Victory Financial Group, LLC
8,294$508.1K0.0%ETFLowAustin, TX2026-10-27
Integrity Wealth Advisors, Inc.
8,167$500.3K0.3%ETFMediumVentura, CA2026-10-29
Meadowbrook Wealth Management, LLC
8,134$498.3K0.5%GrowthMediumGarden City, NY2026-10-08
Johnson Financial Group, LLC
8,066$494.1K0.0%ETFLowDenver, CO2026-11-03
Modera Wealth Management, LLC
7,981$488.9K0.0%ETFVery LowWestwood, NJ2026-10-28
Quadrant Capital Group LLC
7,878$479.9K0.0%CoreLowCincinnati, OH2026-10-20
Family Investment Center, Inc.
7,861$481.6K0.1%ETFMediumSaint Joseph, MO2026-10-19
Outlook Wealth Advisors, LLC
7,843$480.5K0.1%ETFMediumShenandoah, TX2026-10-28
Markowski Investments
7,790$477.2K0.1%ETFN/ATampa, FL2026-10-30
Appleton Partners Inc
7,740$4740.0%GrowthLowBoston, MA2026-10-30
Triad Wealth Partners, LLC
7,716$472.7K0.0%ETFMediumLawrence, KS2026-10-26
Tempus Wealth Planning, LLC
7,699$471.6K0.1%ETFMediumIrvine, CA2026-10-14
Central Trust Co
7,686$470.8K0.0%CoreLowJefferson City, MO2026-11-05
Ritholtz Wealth Management
7,678$470.4K0.0%IndexLowNew York, NY2026-11-05
Redhawk Wealth Advisors, Inc.
7,620$466.8K0.0%ETFHighMinneapolis, MN2026-10-14
Bank Julius Baer & Co. Ltd, Zurich
7,600$465.6K0.0%GrowthMediumZurich, Switzerland2026-10-29
Aureum Wealth Management, LLC
7,597$465.4K0.3%ETFLowNorth Palm Beach, FL2026-10-15
Independence Asset Advisors, LLC
7,551$462.5K0.1%ETFVery LowWynnewood,, PA2026-10-23
Searle & Co.
7,490$458.8K0.1%CoreLowGreenwich, CT2026-11-04
TD Waterhouse Canada Inc.
7,342$446.4K0.0%CoreLowToronto, Australia2026-10-16
EPG Wealth Management LLC
7,312$447.9K0.1%GrowthLowAtlanta, GA2026-11-03
Wealth Management Partners, LLC
7,183$440.0K0.1%Agg GrowthLowTucson, AZ2026-10-21
Nordwand Advisors, LLC
7,160$438.6K0.1%CoreLowRadnor, PA2026-11-05
Legacy Wealth Management, LLC / MS
6,990$428.2K0.1%GrowthLowRidgeland, MS2026-10-30
Socha Financial Group, LLC
6,971$427.0K0.2%ETFLowCorning, NY2026-11-03
Landmark Wealth Management, LLC
6,887$421.9K0.1%ETFVery LowMelville, NY2026-11-03
Smart Wealth LLC
6,832$418.5K0.1%ETFHighOmaha, NE2026-11-04
Milestone Asset Management Group, LLC
6,817$417.6K0.2%ETFVery LowAvon, CT2026-10-20
Means Investment Co., Inc.
6,815$417.5K0.0%GrowthVery LowBangor, ME2026-11-03
NBT Bank, N.A.
6,725$412.0K0.0%CoreLowNorwich, NY2026-10-21
Benchmark Financial, LLC
6,577$402.9K0.3%ETFVery LowWilmington, DE2026-10-16
TritonPoint Partners, LLC
6,533$400.2K0.1%CoreMediumChevy Chase, MD2026-11-05
Apollon Financial, LLC
6,497$398.0K0.0%ETFVery LowMount Pleasant, SC2026-10-23
Meridian Wealth Management, LLC
6,495$397.9K0.0%GrowthLowLexington, KY2026-11-05
Aspen Investment Management Inc
6,490$3980.0%GrowthLowGrand Rapids, MI2026-11-05
Arlington Financial Advisors, LLC
6,400$392.1K0.0%ETFMediumSanta Barbara, CA2026-10-19
Pinion Investment Advisors, LLC
6,386$391.2K0.1%ETFLowWichita, KS2026-11-04
Optivise Advisory Services LLC
6,288$385.2K0.2%ETFMediumFranklin, TN2026-10-19
James J. Burns & Company, LLC
6,264$383.7K0.0%ETFVery LowMelville, NY2026-10-22
Balefire, LLC
6,235$382.0K0.1%ETFMediumDallas, TX2026-10-09
Blodgett Wealth Advisors, LLC
6,200$379.8K0.3%GrowthVery LowConcord, CA2026-10-23
Coquina Private Wealth LLC
6,194$379.4K0.3%ETFVery LowPort Charlotte, FL2026-10-27
Raub Brock Capital Management LP
6,163$377.5K0.1%GrowthMediumLarkspur, CA2026-10-21
Beaumont Financial Advisors, LLC
6,131$375.6K0.0%GrowthMediumNeedham, MA2026-10-22
Montecito Bank & Trust
6,130$375.5K0.1%GrowthVery LowSanta Barbara, CA2026-10-01
Claro Advisors Inc.
6,048$370.5K0.0%CoreLowBoston, MA2026-11-02
Sherry Group, Inc.
6,038$369.9K0.3%ETFMediumMountain Home, AR2026-10-09
Morey & Quinn Wealth Partners, LLC
6,022$368.9K0.2%CoreVery LowOmaha, NE2026-10-28
Secure Asset Management, LLC
6,020$368.8K0.0%GrowthMediumTroy, MI2026-10-19
RIA Advisory Group LLC
5,980$366.3K0.1%ETFHighSioux Falls, SD2026-10-15
Marion Wealth Management
5,979$366.3K0.1%ETFVery LowMonroeville, PA2026-10-22
Buska Wealth Management, LLC
5,943$364.0K0.1%ETFMediumWausau, WI2026-10-08
Crossmark Global Holdings, Inc.
5,939$363.8K0.0%GARPMediumHouston, TX2026-10-21
Northbridge Financial Group, LLC
5,890$360.8K0.1%GrowthLowTampa, FL2026-11-05
Solutions 4 Wealth, Ltd
5,760$352.9K0.4%ETFMediumSouthlake, TX2026-11-03
First Heartland Consultants, Inc.
5,746$352.0K0.0%ETFMediumLake St. Louis, MO2026-10-08
SevenBridge Financial Group, LLC
5,710$339.4K0.1%CoreLowHarrisburg, PA2026-10-26
Signaturefd, LLC
5,707$349.6K0.0%IndexLowAtlanta, GA2026-10-23
Valeo Financial Advisors, LLC
5,673$347.5K0.0%ETFLowCarmel, IN2026-10-08
Cathy Pareto & Associates, Inc
5,573$341.4K0.2%ETFLowCoral Gables, FL2026-10-15
One Advisory Partners, LLC
5,562$340.7K0.1%ETFMediumOverland Park, KS2026-10-22
Csenge Advisory Group
5,557$340.4K0.0%ETFMediumClearwater, FL2026-11-04
Sovran Advisors, LLC
5,545$329.2K0.0%ETFMediumSan Diego, CA2026-11-02
Accurate Wealth Management, LLC
5,407$329.4K0.0%CoreMediumWesley Chapel, FL2026-10-20
Redwood Family Wealth LLC
5,363$328.6K0.3%GrowthLowPlano, TX2026-10-20
Focused Alpha, LLC
5,319$325.8K0.1%CoreMediumDenver, CO2026-10-20
Valicenti Advisory Services Inc
5,283$3240.0%GrowthLowElmira, NY2026-10-23
Walkner Condon Financial Advisors LLC
5,186$317.7K0.0%ETFLowVerona, WI2026-11-02
Principal Financial Group Inc
5,137$314.7K0.0%CoreLowDes Moines, IA2026-11-02
Farmers & Merchants Trust Co of Long Beach
5,115$313.3K0.1%CoreVery LowLong Beach, CA2026-10-22
Mascoma Wealth Management LLC
5,104$312.7K0.1%ETFVery LowHanover, NH2026-10-23
Hohimer Wealth Management, LLC
5,090$311.8K0.0%CoreHighSeattle, WA2026-11-04
Guyasuta Investment Advisors Inc
5,000$306.3K0.0%CoreVery LowPittsburgh, PA2026-10-15
Laurel OAK Wealth Management, LLC
4,998$306.2K0.0%GrowthLowMarlton, NJ2026-10-19
Interchange Capital Partners, LLC
4,984$305.4K0.1%GrowthLowPittsburgh, PA2026-10-28
Register Financial Advisors LLC
4,984$305.3K0.1%GARPLowAtlanta, GA2026-10-23
Fairvoy Private Wealth, LLC
4,922$301.5K0.1%GrowthMediumBirmingham, AL2026-10-19
Financial Management Network Inc
4,915$300.0K0.0%ETFLowMission Viejo, CA2026-10-09
Cape Investment Advisory, Inc.
4,893$299.7K0.1%ETFLowMcdonough, GA2026-10-13
Integrated Wealth Management
4,851$297.2K0.3%ETFHighUniontown, OH2026-10-19
Madrona Financial Services, LLC
4,804$294.3K0.0%ETFLowEverett, WA2026-10-23
Advisor Resource Council
4,800$293.7K0.1%ETFLowDallas, TX2026-11-05
Realta Investment Advisors
4,754$291.2K0.1%GrowthMediumWilmington, DE2026-10-14
Compass Ion Advisors, LLC
4,743$290.6K0.0%ETFVery LowConshohocken, PA2026-10-23
Catalyst Private Wealth, LLC
4,698$287.8K0.1%ETFVery LowSan Mateo, CA2026-10-13
Cobblestone Asset Management LLC
4,680$286.7K0.1%ETFMediumRichmond, VA2026-10-13
Obsidian CIO, LLC
4,638$284.1K0.2%GrowthMediumNew York, NY2026-11-05
Tennessee Valley Asset Management Partners
4,633$283.8K0.0%ETFLowKnoxville, TN2026-11-03
Boyum Wealth Architects LLC
4,557$278.2K0.1%ETFLowBloomington, MN2026-10-06
SP Asset Management LLC
4,535$277.8K0.0%CoreVery LowCupertino, CA2026-11-05
Private Wealth Group, LLC
4,516$276.7K0.1%ETFLowTampa, FL2026-10-19
BridgePort Financial Solutions, LLC
4,512$276.4K0.1%ETFLowFairfield, IA2026-11-02
Meridian Financial Advisors, LLC
4,508$276.2K0.1%ETFVery LowHolliston, MA2026-10-14
WoodTrust Financial Corp
4,500$2760.0%CoreLowWisconsin Rapids, WI2026-10-09
Montz Harcus Wealth Management LLC
4,486$274.8K0.1%ETFVery LowNew Orleans, LA2026-10-09
Acorn Wealth Advisors, LLC
4,450$272.6K0.1%ETFLowGrand Blanc, MI2026-10-19
Seelaus Asset Management LLC
4,445$272.3K0.2%GrowthMediumChatham, NJ2026-10-14
TFC Financial Management, Inc.
4,347$266.3K0.0%ETFVery LowBoston, MA2026-10-26
Simon Quick Advisors, LLC
4,334$265.5K0.0%ETFLowMorristown, NJ2026-10-26
Virtue Capital Management, LLC
4,314$264.3K0.0%GrowthHighBrentwood, TN2026-10-29
IPG Investment Advisors LLC
4,268$261.5K0.0%CoreMediumSan Diego, CA2026-10-30
Langley Wealth Management, LLC
4,215$258.2K0.3%CoreN/ACorinth, MS2026-11-04
Richmond Investment Services, LLC
4,184$256.3K0.1%ETFLowMequon, WI2026-10-29
Forum Financial Management, LP
4,167$255.3K0.0%ETFLowLombard, IL2026-10-16
Howard Wealth Management, LLC
4,148$254.2K0.1%ETFVery LowMadison, CT2026-10-28
Annex Advisory Services, LLC
4,131$253.1K0.0%GrowthHighBrookfield, WI2026-10-16
Ergawealth Advisors, Inc.
4,106$251.6K0.1%ETFMediumOak Brook, IL2026-10-21
Dudley Capital Management, LLC
4,035$247.2K0.1%GrowthLowMiddleburg, VA2026-10-23
Guardian Financial Partners, LLC
4,023$246.5K0.1%ETFLowOrange, CA2026-11-04
Lodestar Private Asset Management LLC
4,022$246.4K0.0%ETFLowAlamo, CA2026-10-26
Ridgecrest Wealth Partners, LLC
4,000$245.0K0.1%GrowthLowMill Valley, CA2026-10-19
Canandaigua National Bank & Trust Co
3,981$243.9K0.0%CoreVery LowCanandaigua, NY2026-10-07
Seven Hills Financial, LLC
3,980$243.8K0.1%ETFN/ATallahassee, FL2026-10-13
McAdam, LLC
3,949$241.9K0.0%ETFLowPhiladelphia, PA2026-10-21
Capital Square, LLC
3,920$240.1K0.1%YieldMediumAthens, TN2026-10-19
Gamma Investing LLC
3,917$240.0K0.0%IndexVery LowFoster City, CA2026-10-08
Highline Wealth Partners LLC
3,888$238.2K0.0%ETFMediumSherman Oaks, CA2026-10-19
Mascagni Wealth Management, Inc.
3,857$236.3K0.1%ETFLowClinton, MS2026-10-23
Friday Financial
3,820$232.3K0.0%ETFVery LowDubuque, IA2026-10-09
Goldenstone Wealth Management LLC
3,808$233.3K0.1%GrowthLowEl Dorado Hills, CA2026-11-04
Websterrogers Financial Advisors, LLC
3,799$232.7K0.1%ETFVery LowFlorence, SC2026-11-02
BCS Wealth Management
3,774$231.2K0.0%ETFVery LowJohnson City, TN2026-11-03
Avantax Planning Partners, Inc.
3,764$230.6K0.0%ETFLowDubuque, IA2026-11-03
Moneco Advisors, LLC
3,742$229.2K0.0%ETFLowFairfield, CT2026-11-05
Foguth Wealth Management, Llc.
3,719$218.7K0.0%ETFHighBrighton, MI2026-10-19
Joel Isaacson & Co., LLC
3,710$227.3K0.0%ETFVery LowNew York, NY2026-11-05
Root Financial Partners, LLC
3,706$227.0K0.0%ETFMediumEncinitas, CA2026-10-21
Essential Investment Partners LLC
3,667$224.6K0.2%GrowthLowEnglewood, CO2026-10-27
KWB Wealth
3,658$224.1K0.0%ETFMediumRedlands, CA2026-10-16
Matisse Capital
3,658$224.1K0.1%ValueMediumPortland, OR2026-10-29
Signature Wealth Management Partners, LLC
3,624$222.0K0.1%GrowthVery LowMontvale, NJ2026-10-21
Advisory Solutions Group, LLC
3,607$221.0K0.0%ETFN/APlymouth, MN2026-10-14
True North Advisors, LLC
3,603$220.7K0.0%CoreMediumDallas, TX2026-10-22
Burford Brothers, Inc.
3,587$219.7K0.1%CoreLowDallas, TX2026-10-21
MRA Advisory Group
3,573$218.9K0.1%ETFMediumParsippany, NJ2026-10-07
Investmark Advisory Group LLC
3,564$218.3K0.1%ETFVery LowShelton, CT2026-10-27
Sterling Investment Counsel, LLC
3,562$218.2K0.0%GrowthLowBuffalo, NY2026-10-19
Angeles Wealth Management, LLC
3,532$216.4K0.0%ETFLowSanta Monica, CA2026-10-26
Trust Co
3,520$215.7K0.0%ETFVery LowManhattan, KS2026-10-09
Bfsg, LLC
3,503$214.6K0.0%CoreLowIrvine, CA2026-10-30
Oak Barrel Wealth Advisory LLC
3,476$212.9K0.1%ETFN/AReston, VA2026-11-05
Mission Financial Group, LLC
3,449$211.3K0.2%ETFN/AHonolulu, HI2026-10-21
LifeGoal Investments, LLC
3,443$210.9K0.1%ETFLowSaratoga Springs, NY2026-10-09
CWA Asset Management Group, LLC
3,398$208.1K0.0%CoreMediumNaples, FL2026-10-19
Endeavor Private Wealth, Inc.
3,388$207.5K0.1%ETFMediumTopeka, KS2026-11-05
Elevation Wealth Partners, LLC
3,375$206.8K0.1%ETFLowWalnut Creek, CA2026-10-07
Columbia Asset Management
3,356$205.6K0.0%CoreLowAnn Arbor, MI2026-10-19
Fortitude Advisory Group L.L.C.
3,353$205.4K0.1%GrowthMediumGig Harbor, WA2026-10-15
Essex Bank
3,345$204.9K0.0%CoreLowEssex, CT2026-10-16
United Advisor Group, LLC
3,271$200.4K0.0%ETFLowCincinnati, OH2026-11-03
Centerpoint Advisors, LLC
3,240$1990.0%ETFVery LowNeedham, MA2026-11-05
Community Financial Services Group, LLC
3,150$191.6K0.0%GrowthLowNewport, VT2026-10-15
Acumen Wealth Advisors, LLC
2,897$177.5K0.0%GrowthHighChattanooga, TN2026-11-05
JFS Wealth Advisors, LLC
2,773$169.9K0.0%ETFVery LowHermitage, PA2026-11-03
S.A. Mason LLC
2,145$131.4K0.0%GrowthVery LowHolland, MI2026-10-13
StrongBox Wealth, LLC
2,125$130.2K0.0%GrowthLowLee'S Summit, MO2026-11-02
Ascentis Independent Advisors
1,965$120.4K0.0%ETFLowDallas, TX2026-11-03
Bayban
1,926$118.4K0.1%ValueLowBayport, MN2026-11-05
American Capital Advisory, LLC
1,820$111.5K0.0%ETFLowKetchum, ID2026-10-28
GGM Financial LLC
1,676$102.7K0.0%ETFMediumColumbus, OH2026-11-05
Dhjj Financial Advisors, Ltd.
1,571$96.2K0.0%ETFVery LowNaperville, IL2026-10-23
Wolff Wiese Magana LLC
1,546$94.7K0.0%GrowthLowCarslbad, CA2026-10-15
Vision Financial Markets LLC
1,500$91.9K0.1%CoreLowStamford, CT2026-10-22
Hilton Head Capital Partners, LLC
1,500$91.9K0.0%CoreMediumHilton Head Island, SC2026-10-23
Trust Co of Vermont
1,301$79.7K0.0%CoreVery LowBrattleboro, VT2026-10-21
Allspring Global Investments Holdings, LLC
1,274$77.7K0.0%CoreMediumCharlotte, NC2026-11-04
Pension & Wealth Management Advisors, Inc.
1,251$76.6K0.0%ETFLowWaltham, MA2026-10-16
Salomon & Ludwin, LLC
1,221$74.8K0.0%ETFVery LowRichmond, VA2026-10-29
Gilpin Wealth Management, LLC
1,205$73.8K0.0%GrowthLowDenver, CO2026-10-09
CoreCap Advisors, LLC
1,159$71.0K0.0%ETFMediumSouthfield, MI2026-10-08
AlphaCore Capital LLC
1,123$68.8K0.0%ETFLowLa Jolla, CA2026-11-04
EverSource Wealth Advisors, LLC
1,115$68.3K0.0%CoreMediumBirmingham, AL2026-11-04
GK Wealth Management LLC
1,020$62.5K0.0%GARPVery HighReno, NV2026-10-09
Halbert Hargrove Global Advisors, LLC
1,000$61.3K0.0%ETFLowLong Beach, CA2026-10-16
Carnegie Lake Advisors LLC
976$538.4K0.2%ValueLowPrinceton, NJ2026-11-03
Dynamic Wealth Strategies, LLC
974$59.7K0.0%ETFLowGranite Bay, CA2026-10-16
Bear Mountain Capital, Inc.
964$56.7K0.0%ETFLowSeattle, WA2026-11-04
Rossby Financial, LCC
925$56.7K0.0%ETFMediumMelbourne, FL2026-11-05
Roxbury Financial LLC
917$56.2K0.0%CoreVery LowMount Arlington, NJ2026-10-01
Valley National Advisers Inc
911$55.8K0.0%ETFLowBethlehem, PA2026-10-23
William B. Walkup & Associates, Inc.
900$55.1K0.0%ValueLowColumbia, SC2026-11-05
Ascentis Wealth Management, LLC
799$49.0K0.0%Agg GrowthLowDallas, TX2026-11-03
Reyes Financial Architecture, Inc.
735$45.0K0.0%ETFVery HighSan Diego, CA2026-10-22
Independence Bank of Kentucky
720$44.1K0.0%GrowthLowOwensboro, KY2026-10-26
Downshift Financial, LLC
677$41.5K0.0%ETFLowBoulder, CO2026-10-13
Main Street Group, LTD
660$40.4K0.0%ETFMediumGlen Allen, VA2026-10-28
Hazlett, Burt & Watson, Inc.
637$380.0%CoreVery LowWheeling, WV2026-11-04
Next Level Wealth Planning, LLC
636$39.0K0.0%ETFVery LowMeridian, ID2026-10-29
Exchange Traded Concepts, LLC
626$38.3K0.0%GrowthMediumOklahoma City, OK2026-10-28
High Point Wealth Management, LLC
597$36.6K0.0%ETFLowChester, NJ2026-11-05
Archer Investment Corp
590$36.1K0.0%CoreMediumCarmel, IN2026-11-05
Pinnacle Bancorp, Inc.
555$34.0K0.0%CoreVery LowBeatrice, NE2026-10-21
Holos Integrated Wealth LLC
543$32.3K0.0%ETFLowKennett Square, PA2026-10-23
Buck Wealth Strategies, LLC
535$32.8K0.0%ValueMediumDenver, CO2026-10-28
Westside Investment Management, Inc.
534$32.7K0.0%GrowthLowSanta Monica, CA2026-11-02
Pathway Financial Advisers, LLC
517$31.7K0.0%CoreLowAuburn, IN2026-10-27
Cornerstone National Bank & Trust Co
459$27.9K0.0%ETFMediumPalatine, IL2026-10-20
Pinnacle Wealth Planning Services, Inc.
446$27.3K0.0%GARPLowMansfield, OH2026-10-27
Richardson Capital Management LLC
436$26.7K0.0%ETFLowMenomonee Falls, WI2026-10-23
Valley Wealth Managers, Inc.
420$25.7K0.0%GARPMediumParamus, NJ2026-10-09
Key Capital Management, Inc
414$25.4K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Vaquero Private Wealth, LTD
413$25.3K0.0%ETFN/ADallas, TX2026-10-27
Olistico Wealth, LLC
399$24.4K0.0%GrowthVery LowTulsa, OK2026-10-05
Asset Dedication, LLC
394$24.1K0.0%ETFLowSan Francisco, CA2026-11-03
SJS Investment Consulting Inc.
357$21.9K0.0%ETFVery LowSylvania, OH2026-10-26
Piscataqua Savings Bank
335$20.5K0.0%CoreVery LowPortsmouth, NH2026-10-21
Godsey & Gibb, Inc
293$18.0K0.0%CoreLowRichmond, VA2026-10-14
Key FInancial Inc
286$17.5K0.0%ETFLowWest Chester, PA2026-11-02
Creative Financial Designs Inc
276$16.9K0.0%ETFMediumKokomo, IN2026-11-04
Miller Wealth Advisors, LLC
226$13.8K0.0%GrowthLowOuray, CO2026-11-02
Miller Global Investments, LLC
205$12.6K0.0%ValueMediumDallas, TX2026-10-02
Nvwm, LLC
200$12.3K0.0%GrowthMediumYardley, PA2026-10-14
Avion Wealth
200$120.0%ETFLowThe Woodlands, TX2026-11-04
Physician Wealth Advisors, Inc.
186$11.4K0.0%ETFMediumMidvale, UT2026-10-20
3Chopt Investment Partners, LLC
173$10.6K0.0%CoreLowRichmond, VA2026-10-30
Gen-Wealth Partners Inc
170$10.4K0.0%CoreLowZeeland, MI2026-11-04
Team Financial Group, LLC
159$9.7K0.0%ETFLowTemecula, CA2026-10-30
CX Institutional
155$90.0%CoreMediumAuburn, IN2026-10-02
Transce3nd, LLC
113$6.8K0.0%GrowthLowBuda, TX2026-10-26
Midwest Capital Advisors, LLC
111$6.8K0.0%ETFHighGrand Rapids, MI2026-11-04
Costello Asset Management, Inc
110$6.8K0.0%CoreLowFeasterville, PA2026-10-30
Financial Consulate, Inc
105$6.5K0.0%ETFLowHunt Valley, MD2026-10-23
Central Pacific Bank - Trust Division
100$6.1K0.0%CoreMediumHonolulu, HI2026-10-06
Tradewinds Capital Management, LLC
100$6.1K0.0%ETFVery HighBellingham, WA2026-10-23
Wilmington Savings Fund Society, FSB
100$6.1K0.0%CoreLowWilmington, DE2026-10-23
Farmers & Merchants Investments Inc
100$6.1K0.0%CoreVery LowLincoln, NE2026-10-22
Bullock Wealth Management Group
100$6.1K0.0%GrowthLowBloomington, IN2026-10-09
Aspect Partners, LLC
100$6.1K0.0%ETFMediumFairfax, VA2026-10-20
City State Bank
95$5.8K0.0%GrowthVery LowNorwalk, IA2026-10-20
Abound Wealth Management
90$5.5K0.0%ETFVery LowFranklin, TN2026-10-26
Carota Wealth Management
84$5.1K0.0%CoreHighThompsons Station, TN2026-11-03
Horizon Financial Services, LLC
75$4.6K0.0%ETFLowWinston Salem, NC2026-11-04
Mather Group, Llc.
60$3.7K0.0%ETFMediumChicago, IL2026-10-14
Country Trust Bank
58$3.6K0.0%GrowthLowBloomington, IL2026-10-30
TD Private Client Wealth LLC
57$3.5K0.0%ETFLowNew York, NY2026-10-28
Evolution Wealth Management Inc.
52$3.2K0.0%ETFMediumFort Myers, FL2026-10-28
Elevated Capital Advisors, LLC
51$3.1K0.0%ETFMediumSandy, UT2026-11-04
Silver Grove Financial Group, Inc.
48$2.9K0.0%CoreMediumOrchard Park, NY2026-11-05
Cedar Mountain Advisors, LLC
38$2.3K0.0%ETFVery LowLake Oswego, OR2026-10-15
Mountain Hill Investment Partners Corp.
35$2.2K0.0%GrowthHighAtlantic Highlands, NJ2026-10-23
Proathlete Wealth Management LLC
32$2.0K0.0%ETFVery LowBoca Raton, FL2026-10-15
Guardian Partners Inc.
30$1.8K0.0%ValueMediumToronto, South Africa2026-10-21
Legacy Bridge, LLC
15$9190.0%GrowthVery LowWest Des Moines, IA2026-10-28
Canton Hathaway, LLC
11$6740.0%ValueLowProvidence, RI2026-10-23
Bay Harbor Wealth Management, LLC
5$3060.0%ETFMediumHunt Valley, MD2026-11-03
Richardson Financial Services Inc.
2$1230.0%GrowthMediumMedway, MA2026-10-30
Prairie Wealth Advisors, Inc.
0$318.8K0.1%CoreVery LowOmaha, NE2026-10-29
Atwood & Palmer Inc
0$70.0%CoreVery LowKansas City, MO2026-10-08
Beacon Capital Management, Inc.
0$240.0%ETFMediumDayton, OH2026-10-13