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Pimco Enhanced Short Maturit (MINT)

CUSIP: 72201R833 | NYSE | 2130 institutional holders

Quarters

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

Assetmark, Inc11,717,988
2.0% of portfolio›$1.2B
Krilogy Financial LLC896,728
2.5% of portfolio›$90.0M
Keybank National Association831,503
0.3% of portfolio›$83.6M
Commonwealth Equity Services, LLC682,143
0.1% of portfolio›$68.6M
Atria Investments, Inc674,664
0.7% of portfolio›$67.8M
Advisor OS, LLC576,848
3.8% of portfolio›$58.0M
Creative Planning499,084
0.0% of portfolio›$50.2M
Truist Financial Corp491,021
0.1% of portfolio›$49.4M
Gainplan LLC407,055
15.9% of portfolio›$40.9M
Novem Group378,478
3.8% of portfolio›$38.1M
Cambridge Investment Research Advisors, Inc.353,034
0.0% of portfolio›$35.5K
WealthPlan Investment Management, LLC266,701
1.3% of portfolio›$26.8M
HB Wealth Management, LLC266,142
0.1% of portfolio›$26.8M
Citigroup Inc250,605
0.0% of portfolio›$25.2M
Visionary Wealth Advisors236,854
0.9% of portfolio›$23.8M
Farther Finance Advisors, LLC228,583
0.2% of portfolio›$23.0M
Kwmg, LLC219,847
1.6% of portfolio›$22.1M
MGO One Seven LLC219,213
0.4% of portfolio›$22.0M
Wealth Enhancement Advisory Services, LLC211,856
0.0% of portfolio›$21.3M
Cornerstone Wealth Management, LLC196,516
0.8% of portfolio›$19.8M
Providence First Trust Co193,563
6.5% of portfolio›$19.5M
HUB Investment Partners, LLC185,647
0.3% of portfolio›$18.7M
WJ Interests, LLC182,992
6.6% of portfolio›$18.4M
Williams Financial, LLC173,877
8.9% of portfolio›$17.5M
Planned Solutions, Inc.173,636
4.8% of portfolio›$17.5M
Fulton Breakefield Broenniman LLC152,783
0.9% of portfolio›$15.4M
Atlantic Edge Private Wealth Management, LLC152,070
3.1% of portfolio›$15.3M
Cottage Street Advisors LLC150,559
5.8% of portfolio›$15.1M
Brookstone Capital Management149,230
0.1% of portfolio›$15.0M
Roof Eidam Maycock Peralta, LLC147,565
2.8% of portfolio›$14.8M
Dynamic Advisor Solutions LLC139,792
0.4% of portfolio›$14.1M
Capital Investment Advisory Services, LLC127,768
0.8% of portfolio›$12.8M
IFP Advisors, Inc127,618
0.2% of portfolio›$12.8M
Buck Wealth Strategies, LLC120,635
1.2% of portfolio›$12.1M
Kestra Advisory Services, LLC115,534
0.0% of portfolio›$11.6M
Hutchens & Kramer Investment Management Group, LLC114,221
3.4% of portfolio›$11.5M
Center For Asset Management LLC112,886
5.1% of portfolio›$11.4M
Pinnacle Financial Group, LLC / IL112,301
2.7% of portfolio›$11.3M
Koenig Investment Advisory, LLC112,206
8.3% of portfolio›$11.3M
Flagship Private Wealth, LLC108,115
3.8% of portfolio›$10.9M
Evergreen Capital Management LLC107,211
0.2% of portfolio›$10.8M
Howland Capital Management LLC104,312
0.4% of portfolio›$10.5M
Stokes Capital Advisors, LLC103,397
2.3% of portfolio›$10.4M
Concurrent Investment Advisors, LLC102,839
0.1% of portfolio›$10.3M
AFG Fiduciary Services Limited Partnership101,139
7.7% of portfolio›$10.2M
Aviance Capital Partners, LLC101,046
1.0% of portfolio›$10.2M
Mission Financial Group, LLC99,010
7.9% of portfolio›$10.0M
Kingswood Wealth Advisors, LLC97,915
0.4% of portfolio›$9.8M
Robertson Stephens Wealth Management, LLC96,330
0.2% of portfolio›$9.7M
Trek Financial, LLC95,837
0.4% of portfolio›$9.6M
Aprio Wealth Management, LLC95,308
0.4% of portfolio›$9.6M
MinichMacGregor Wealth Management, LLC93,428
1.5% of portfolio›$9.4M
NavPoint Financial, Inc.91,535
3.2% of portfolio›$9.2M
Heirloom Wealth Management90,921
1.2% of portfolio›$9.1M
Independent Solutions Wealth Management, LLC88,873
1.1% of portfolio›$8.9M
WestHill Financial Advisors, Inc.88,524
1.5% of portfolio›$8.9M
Independent Financial Group, LLC87,814
0.2% of portfolio›$8.8M
Avion Wealth87,784
0.0% of portfolio›$8.8K
Forvis Mazars Wealth Advisors, LLC86,073
0.1% of portfolio›$8.7M
YHB Investment Advisors, Inc.84,953
0.5% of portfolio›$8.5M
RFG Advisory, LLC84,355
0.1% of portfolio›$8.5M
Park Avenue Securities LLC83,406
0.0% of portfolio›$8.4K
VestGen Advisors, LLC82,074
0.3% of portfolio›$8.3M
Prospera Financial Services Inc79,924
0.1% of portfolio›$8.1M
Sowell Financial Services LLC75,896
0.2% of portfolio›$7.6M
Oceanside Advisors LLC74,821
4.6% of portfolio›$7.5M
Hardworking Capital Advisors, LLC73,007
6.1% of portfolio›$7.3M
Procyon Advisors, LLC69,994
0.3% of portfolio›$7.0M
Eagle Strategies LLC69,316
0.7% of portfolio›$7.0M
Sigma Planning Corp68,178
0.2% of portfolio›$6.9M
Halbert Hargrove Global Advisors, LLC67,826
0.3% of portfolio›$6.8M
Sentinel Pension Advisors, LLC64,209
0.8% of portfolio›$6.5M
PFW Advisors LLC62,649
1.9% of portfolio›$6.3M
Able Financial Group, LLC62,050
1.0% of portfolio›$6.2M
Wedbush Securities Inc61,033
0.0% of portfolio›$6.1K
Capital Advisors Wealth Management, LLC60,455
0.7% of portfolio›$6.1M
Financial Futures Ltd Liability Co.59,826
2.2% of portfolio›$6.0M
WBH Advisory Inc59,184
0.4% of portfolio›$6.0M
Uncommon Cents Investing Inc58,865
1.3% of portfolio›$5.9M
Smith Thornton Advisors LLC58,538
2.6% of portfolio›$5.9M
Capital Management Associates, Inc56,848
1.1% of portfolio›$5.7M
StoneX Group Inc.56,254
0.2% of portfolio›$5.7M
Vima LLC56,033
5.8% of portfolio›$5.6M
Kathmere Capital Management, LLC55,593
0.3% of portfolio›$5.6M
Joel Adams & Associates, Inc.55,238
3.5% of portfolio›$5.6M
Heritage OAK Wealth Advisors LLC55,079
1.7% of portfolio›$5.5M
Integrity Alliance, Llc.54,860
0.2% of portfolio›$5.5M
Beacon Investment Advisory Services, Inc.52,880
0.2% of portfolio›$5.3M
Milestone Asset Management, LLC52,849
0.8% of portfolio›$5.3M
Advocate Group LLC51,634
0.8% of portfolio›$5.2M
Jmac Enterprises LLC48,968
0.8% of portfolio›$4.9M
Patriot Financial Group Insurance Agency, LLC48,462
0.5% of portfolio›$4.9M
City Center Advisors, LLC48,288
3.7% of portfolio›$4.9M
Mattern Wealth Management LLC48,110
0.8% of portfolio›$4.8M
Friedenthal Financial47,784
2.1% of portfolio›$4.8M
Mullaney, Keating & Wright, Inc.46,622
2.2% of portfolio›$4.7M
Wincap Financial LLC46,317
2.5% of portfolio›$4.7M
Values First Advisors, Inc.46,085
2.2% of portfolio›$4.6M
Goodman Advisory Group, LLC46,002
1.1% of portfolio›$4.6M
FIG Financial Advisory Services Inc44,578
2.7% of portfolio›$4.5M
Clear Point Advisors Inc.44,065
3.0% of portfolio›$4.4M
Johnson Financial Group, LLC44,047
0.2% of portfolio›$4.4M
Pinnacle Associates LTD43,281
0.0% of portfolio›$4.4M
Stone Wealth Partners42,628
1.5% of portfolio›$4.3M
Klaas Financial Asset Advisors, LLC41,871
0.5% of portfolio›$4.2M
Balefire, LLC39,886
0.6% of portfolio›$4.0M
Choreo, LLC39,669
0.0% of portfolio›$4.0M
Westside Investment Management, Inc.39,521
0.5% of portfolio›$4.0M
Essential Planning, Llc.39,245
1.1% of portfolio›$3.9M
Peck Wealth Management, LLC38,383
3.3% of portfolio›$3.9M
SFG Wealth Management, Llc.38,004
1.4% of portfolio›$3.8M
American Institute for Advanced Investment Management, LLP37,869
2.2% of portfolio›$3.8M
TD Waterhouse Canada Inc.37,868
0.0% of portfolio›$3.8M
SkyOak Wealth, LLC37,816
0.6% of portfolio›$3.8M
McKinley Carter Wealth Services, Inc.37,646
0.2% of portfolio›$3.8M
EverSource Wealth Advisors, LLC36,004
0.1% of portfolio›$3.6M
FSM Wealth Advisors, LLC35,901
0.4% of portfolio›$3.6M
Partners Wealth Management, LLC35,308
0.4% of portfolio›$3.6M
TFB Advisors LLC34,740
1.4% of portfolio›$3.5M
Aegis Wealth Management, Inc.34,428
2.0% of portfolio›$3.5M
Intergy Private Wealth, LLC34,252
0.8% of portfolio›$3.4M
Parsons Capital Management Inc34,101
0.1% of portfolio›$3.4M
Apollon Wealth Management, LLC32,634
0.0% of portfolio›$3.3M
Mid-American Wealth Advisory Group, Inc.31,758
1.1% of portfolio›$3.2M
Asset One Wealth Management LLC31,753
0.3% of portfolio›$3.2M
Occidental Asset Management, LLC31,477
0.3% of portfolio›$3.2M
Csenge Advisory Group31,292
0.1% of portfolio›$3.1M
Capital Advisors, Ltd. LLC30,302
0.0% of portfolio›$3.0K
Lido Advisors, LLC30,165
0.0% of portfolio›$3.0M
Foundry Financial Group, Inc.30,077
1.3% of portfolio›$3.0M
Montag A & Associates Inc29,122
0.1% of portfolio›$2.9M
BIP Wealth, LLC28,889
0.1% of portfolio›$2.9M
Macroview Investment Management LLC28,750
1.7% of portfolio›$2.9M
HCR Wealth Advisors28,679
0.2% of portfolio›$2.9M
Blueline Advisors LLC27,980
2.0% of portfolio›$2.8M
Paulson Wealth Management Inc.27,859
0.6% of portfolio›$2.8M
Sage Capital Management, LLC27,384
1.0% of portfolio›$2.8M
Sanchez Gaunt Capital Management, LLC27,177
1.5% of portfolio›$2.7M
Sage Rhino Capital LLC26,651
0.4% of portfolio›$2.7M
Axxcess Wealth Management, LLC26,103
0.1% of portfolio›$2.6M
D.A. Davidson & Co.26,065
0.0% of portfolio›$2.6M
Kestra Private Wealth Services, LLC26,039
0.0% of portfolio›$2.6M
Wagner Wealth Management, LLC25,747
0.5% of portfolio›$2.6M
SeaCrest Wealth Management, LLC24,841
0.3% of portfolio›$2.5M
Rockport Wealth LLC23,775
0.4% of portfolio›$2.4M
Blueprint Investment Partners LLC23,459
0.2% of portfolio›$2.4M
Blueprint Financial Advisors LLC23,268
0.2% of portfolio›$2.3M
Legacy Solutions, LLC22,517
1.7% of portfolio›$2.3M
Surience Private Wealth LLC22,287
2.2% of portfolio›$2.2M
Private Client Services, LLC22,117
0.6% of portfolio›$2.2M
SYM Financial Corp21,145
0.2% of portfolio›$2.1M
John W. Brooker & Co., CPAs21,065
2.4% of portfolio›$2.1M
Net Worth Advisory Group20,986
0.5% of portfolio›$2.1M
ETF Store, Inc.20,556
1.7% of portfolio›$2.1M
Unified Investment Management20,441
1.8% of portfolio›$2.1M
Narus Financial Partners, LLC19,996
0.5% of portfolio›$2.0M
Cedar Mountain Advisors, LLC19,858
0.3% of portfolio›$2.0M
Legacy Capital Wealth Partners, LLC19,650
0.4% of portfolio›$2.0M
Wealth Alliance Advisory Group, LLC19,526
0.3% of portfolio›$2.0M
Altfest L J & Co Inc19,381
0.2% of portfolio›$1.9M
Waystone Advisors LLC19,375
1.5% of portfolio›$2.0M
Signature Estate & Investment Advisors LLC19,293
0.0% of portfolio›$1.9M
Founders Financial Securities LLC18,747
0.1% of portfolio›$1.9M
Oak Grove Capital LLC18,384
0.1% of portfolio›$1.8M
RiverTree Advisors, LLC18,089
1.1% of portfolio›$1.8M
Berman McAleer LLC17,834
0.2% of portfolio›$1.8M
Vista Investment Partners II, LLC17,817
0.7% of portfolio›$1.8M
Avidian Wealth Enterprises, LLC17,703
0.0% of portfolio›$1.8M
Flaharty Asset Management, LLC17,602
9.9% of portfolio›$1.8M
Brown, Lisle Ings, Inc.17,419
0.4% of portfolio›$1.8M
Soltis Investment Advisors LLC16,812
0.1% of portfolio›$1.7M
Waterway Wealth Management, LLC16,743
0.3% of portfolio›$1.7M
Private Trust Co NA15,893
0.1% of portfolio›$1.6M
Regatta Capital Group, LLC15,798
0.2% of portfolio›$1.6M
Spire Wealth Management15,731
0.0% of portfolio›$1.6M
Phoenix Wealth Advisors15,628
0.5% of portfolio›$1.6M
Crown Wealth Group, LLC15,463
0.4% of portfolio›$1.6M
Total Clarity Wealth Management, Inc.15,434
0.3% of portfolio›$1.6M
Cynosure Group, LLC14,935
0.2% of portfolio›$1.5M
Balboa Wealth Partners14,927
0.2% of portfolio›$1.5M
Strategic Blueprint, LLC14,834
0.1% of portfolio›$1.5M
Parr Mcknight Wealth Management Group, LLC14,227
0.2% of portfolio›$1.4M
Objective Capital Management, LLC14,150
1.3% of portfolio›$1.4M
Essex Bank14,121
0.3% of portfolio›$1.4M
Towneley Capital Management, Inc / de13,850
0.3% of portfolio›$1.4M
Shayne & Jacobs, LLC13,658
0.4% of portfolio›$1.4M
Birch Capital Management, LLC13,521
0.6% of portfolio›$1.4M
Beacon Financial Planning, Inc13,509
0.5% of portfolio›$1.4M
MCF Advisors LLC13,328
0.0% of portfolio›$1.3M
Arbor Investment Advisors, LLC13,044
0.1% of portfolio›$1.3M
Lodestone Wealth Management LLC12,946
0.4% of portfolio›$1.3M
Cooper Financial Group12,711
0.1% of portfolio›$1.3M
Pacific Excel Wealth Advisors, Inc.12,615
1.4% of portfolio›$1.3M
Avid Wealth Partners LLC12,501
0.6% of portfolio›$1.3M
Summa Corp.12,450
0.3% of portfolio›$1.3M
Ascent Group, LLC12,425
0.0% of portfolio›$1.2M
Quest 10 Wealth Builders, Inc.12,364
0.9% of portfolio›$1.2M
Kachkovsky & Fisher, Inc.12,330
1.1% of portfolio›$1.2M
Stage Harbor Financial, LLC12,219
0.7% of portfolio›$1.2M
Capital Planning LLC11,927
0.3% of portfolio›$1.2M
Montis Financial, LLC11,878
0.2% of portfolio›$1.2M
B. Riley Wealth Advisors, Inc.11,837
0.0% of portfolio›$1.2M
Ashton Thomas Private Wealth, LLC11,753
0.0% of portfolio›$1.2M
Carnegie Investment Counsel11,743
0.0% of portfolio›$1.2M
Ascentis Independent Advisors11,595
0.1% of portfolio›$1.2M
Richard P Slaughter Associates Inc11,518
0.2% of portfolio›$1.2M
Oppenheimer & Co Inc11,425
0.0% of portfolio›$1.1M
Mayfair Advisory Group, LLC11,383
0.3% of portfolio›$1.1M
Nova Financial LLC11,248
0.5% of portfolio›$1.1M
Cornerstone Wealth, LLC11,071
0.5% of portfolio›$1.1M
Roger Wittlin Investment Advisory, LLC11,049
0.9% of portfolio›$1.1M
Noble Wealth Management PBC10,962
0.5% of portfolio›$1.1M
Carlson Financial, Inc.10,517
0.6% of portfolio›$1.1M
Creative Capital Management Investments LLC10,384
0.2% of portfolio›$1.0M
Financial Management Professionals, Inc.10,346
0.1% of portfolio›$1.0M
Farmers & Merchants Trust Co of Long Beach10,266
0.2% of portfolio›$1.0M
Koshinski Asset Management, Inc.10,143
0.1% of portfolio›$1.0M
Apella Capital, LLC9,992
0.0% of portfolio›$1.0M
Weaver Consulting Group9,935
0.2% of portfolio›$999.0K
Perigon Wealth Management, LLC9,926
0.0% of portfolio›$998.1K
Parallel Advisors, LLC9,761
0.0% of portfolio›$981.5K
Wealth Advisory Solutions, LLC9,626
0.2% of portfolio›$967.9K
Flagship Harbor Advisors, LLC9,429
0.0% of portfolio›$948.1K
SteelPeak Wealth, LLC9,239
0.0% of portfolio›$928.9K
Mezzasalma Advisors, LLC9,177
0.2% of portfolio›$922.8K
True North Advisors, LLC9,152
0.1% of portfolio›$920.2K
Powell Investment Advisors, LLC9,119
0.3% of portfolio›$916.9K
XY Planning Network, Inc.9,018
0.1% of portfolio›$906.8K
Kanawha Capital Management LLC9,013
0.1% of portfolio›$906.3K
Alterna Wealth Management, Inc8,990
0.5% of portfolio›$904.0K
Birchwood Financial Partners, Inc.8,802
0.7% of portfolio›$885.0K
Allspring Global Investments Holdings, LLC8,801
0.0% of portfolio›$883.0K
Elevation Capital Advisory, LLC8,764
0.3% of portfolio›$881.2K
Transcendent Capital Group LLC8,274
0.3% of portfolio›$832.0K
Financial Guidance Group, Inc.8,220
0.3% of portfolio›$826.6K
Elevation Point Wealth Partners, LLC8,121
0.0% of portfolio›$816.4K
Independent Wealth Network Inc.8,010
0.2% of portfolio›$805.4K
Chicago Partners Investment Group LLC8,010
0.0% of portfolio›$806.0K
Tcfg Investment Advisors, LLC7,986
0.3% of portfolio›$800.7K
Lantern Wealth Advisors, LLC7,695
0.3% of portfolio›$773.8K
Davenport & Co LLC7,659
0.0% of portfolio›$770.1K
Integrated Advisors Network LLC7,565
0.0% of portfolio›$760.7K
Sovran Advisors, LLC7,428
0.1% of portfolio›$747.8K
Riverchase Wealth Management, LLC7,376
0.4% of portfolio›$741.6K
Pinion Investment Advisors, LLC7,345
0.1% of portfolio›$738.5K
Firethorn Wealth Partners, LLC7,127
0.2% of portfolio›$716.6K
Adamsbrown Wealth Consultants LLC7,059
0.1% of portfolio›$709.8K
Selby Wealth Management, LLC7,059
0.2% of portfolio›$709.8K
United Advisor Group, LLC7,056
0.1% of portfolio›$709.5K
Global View Capital Management LLC6,994
0.2% of portfolio›$703.2K
Fiduciary Alliance LLC6,916
0.1% of portfolio›$695.4K
Catalyst Private Wealth, LLC6,900
0.3% of portfolio›$693.8K
Financial Enhancement Group LLC6,632
0.1% of portfolio›$665.6K
CGC Financial Services, LLC6,615
0.1% of portfolio›$665.1K
Greatmark Investment Partners, Inc.6,585
0.1% of portfolio›$662.1K
Accurate Wealth Management, LLC6,515
0.1% of portfolio›$654.2K
AdvisorNet Financial, Inc6,504
0.0% of portfolio›$653.2K
BlueChip Wealth Advisors LLC6,437
0.2% of portfolio›$647.2K
Midwest Financial Network, LLC6,430
0.4% of portfolio›$646.5K
Sard Wealth Management Group, LLC6,374
0.3% of portfolio›$640.9K
Power Wealth Management LLC6,353
0.2% of portfolio›$638.8K
Uptown Financial Advisors LLC6,311
0.5% of portfolio›$634.7K
Compass Financial Management LLC6,231
0.1% of portfolio›$626.5K
Diversify Wealth Management, LLC6,200
0.0% of portfolio›$623.0K
Diversify Advisory Services, LLC6,200
0.0% of portfolio›$623.0K
Prime Capital Investment Advisors, LLC6,054
0.0% of portfolio›$608.8K
Closed-End Fund Advisors, Inc.6,023
0.6% of portfolio›$605.6K
Spinnaker Investment Group, LLC5,975
0.1% of portfolio›$600.8K
Triumph Capital Management5,958
0.1% of portfolio›$599.1K
SilverOak Wealth Management LLC5,834
0.1% of portfolio›$586.6K
Carlton Hofferkamp & Jenks Wealth Management, LLC5,590
0.2% of portfolio›$562.1K
Archer Investment Corp5,549
0.1% of portfolio›$558.0K
Nordwand Advisors, LLC5,503
0.1% of portfolio›$553.3K
Vise Technologies, Inc.5,491
0.0% of portfolio›$552.1K
Lloyd Advisory Services, Llc.5,410
0.2% of portfolio›$544.0K
BridgePort Financial Solutions, LLC5,386
0.1% of portfolio›$541.6K
CoreCap Advisors, LLC5,215
0.0% of portfolio›$524.4K
Venture Visionary Partners LLC5,073
0.0% of portfolio›$510.2K
Robinswood Financial LLC5,058
0.2% of portfolio›$508.4K
Baron Wealth Management LLC5,043
0.1% of portfolio›$507.1K
Capital Asset Advisory Services LLC4,920
0.0% of portfolio›$494.9K
Midway Capital Research & Management4,910
0.4% of portfolio›$493.7K
Quartz Partners, LLC4,907
0.1% of portfolio›$493.4K
White Pine Investment Co4,728
0.0% of portfolio›$475
Financial Designs Corp4,718
0.2% of portfolio›$474.4K
Focus Financial Network, Inc.4,640
0.0% of portfolio›$466.6K
MFA Wealth Services4,579
0.3% of portfolio›$460.5K
Williams & Novak Wealth Management, LLC4,440
0.3% of portfolio›$446.4K
Stewardship Advisors, LLC4,435
0.1% of portfolio›$445.9K
Total Investment Management Inc4,410
0.0% of portfolio›$443.4K
Argos Wealth Advisors, LLC4,357
0.1% of portfolio›$438.1K
Fermata Advisors, LLC4,318
0.1% of portfolio›$434.2K
Verdence Capital Advisors LLC4,259
0.0% of portfolio›$428.3K
Madson Wealth Advisors Inc4,255
0.3% of portfolio›$427.8K
Castle Rock Wealth Management, LLC4,254
0.1% of portfolio›$426.8K
Signal Advisors Wealth, LLC4,235
0.0% of portfolio›$425.9K
First Heartland Consultants, Inc.4,189
0.0% of portfolio›$421.2K
Beese Fulmer Investment Management, Inc.4,161
0.0% of portfolio›$418.4K
AlphaCore Capital LLC4,122
0.0% of portfolio›$414.5K
Valley Brook Capital Group, Inc.4,115
0.2% of portfolio›$413.8K
Daymark Wealth Partners, LLC4,084
0.0% of portfolio›$410.7K
MTM Investment Management, LLC4,035
0.1% of portfolio›$405.7K
W.G. Shaheen & Associates DBA Whitney & Co4,000
0.0% of portfolio›$402.2K
Hudock, Inc.3,994
0.1% of portfolio›$401.7K
Rosenberg Matthew Hamilton3,931
0.1% of portfolio›$395.3K
Merited Wealth, LLC3,881
0.3% of portfolio›$390.2K
Grantvest Financial Group LLC3,855
0.2% of portfolio›$387.6K
Clear Creek Financial Management, LLC3,817
0.0% of portfolio›$383.8K
LongView Wealth Management3,812
0.1% of portfolio›$383.3K
RFG Holdings, Inc.3,757
0.1% of portfolio›$377.8K
Gerber Kawasaki Wealth & Investment Management3,673
0.0% of portfolio›$369.3K
Vigilare Wealth Management3,630
0.1% of portfolio›$365.0K
Cutler Investment Counsel LLC3,624
0.0% of portfolio›$364.4K
Entrewealth, LLC3,613
0.1% of portfolio›$363.3K
Certuity, LLC3,606
0.0% of portfolio›$362.6K
PFG Advisors3,545
0.0% of portfolio›$356.5K
New England Private Wealth Advisors LLC3,523
0.0% of portfolio›$354.3K
Optivise Advisory Services LLC3,503
0.2% of portfolio›$352.2K
Nicholas Hoffman & Company, Llc.3,375
0.0% of portfolio›$339.3K
Quadcap Wealth Management, LLC3,305
0.0% of portfolio›$332.3K
Christian Investment Advisors, Inc.3,293
0.2% of portfolio›$331.1K
Integrated Capital Management, LLC3,242
0.1% of portfolio›$326.0K
Silverlake Wealth Management LLC3,209
0.1% of portfolio›$322.7K
Burford Brothers, Inc.3,197
0.1% of portfolio›$321.5K
Jnba Financial Advisors3,170
0.0% of portfolio›$318.7K
KG Capital Management3,129
0.2% of portfolio›$314.6K
DeDora Capital, Inc.3,084
0.1% of portfolio›$310.1K
Arrow Financial Corp3,076
0.0% of portfolio›$309.3K
Hedeker Wealth, LLC3,076
0.1% of portfolio›$309.3K
Lanark Financial, Inc.3,072
0.0% of portfolio›$308.9K
TopTier Wealth Management, LLC3,058
0.2% of portfolio›$307.5K
Accelerate Investment Advisors LLC3,021
0.2% of portfolio›$303.8K
North Forty Two & Co.2,996
0.2% of portfolio›$301.2K
Auctus Advisors LLC2,985
0.2% of portfolio›$300.1K
Virtue Capital Management, LLC2,961
0.0% of portfolio›$297.7K
Gimbal Financial2,920
0.2% of portfolio›$293.6K
Basso Capital Management, L.P.2,880
0.1% of portfolio›$289.6K
Sterling Investment Counsel, LLC2,867
0.1% of portfolio›$288.3K
Howard Wealth Management, LLC2,841
0.1% of portfolio›$285.8K
XML Financial, LLC2,815
0.0% of portfolio›$283.1K
Powerhouse Assets LLC2,789
0.2% of portfolio›$280.4K
Beacon Financial Advisory LLC2,686
0.1% of portfolio›$270.0K
LexAurum Advisors, LLC2,657
0.0% of portfolio›$267.1K
Woodward Diversified Capital, LLC2,621
0.1% of portfolio›$263.5K
Richardson Financial Services Inc.2,587
0.1% of portfolio›$260.1K
International Assets Investment Management, LLC2,586
0.0% of portfolio›$259.3K
Sacks & Associates, LLC2,563
0.2% of portfolio›$257.7K
Barrett & Company, Inc.2,515
0.1% of portfolio›$252.9K
SAX Wealth Advisors, LLC2,442
0.0% of portfolio›$245.6K
Worth Asset Management, LLC2,430
0.1% of portfolio›$244.3K
Onyx Bridge Wealth Group LLC2,425
0.0% of portfolio›$243.8K
Auour Investments LLC2,327
0.1% of portfolio›$233.9K
Econ Financial Services Corp2,318
0.1% of portfolio›$233.1K
Aletheian Wealth Advisors LLC2,275
0.1% of portfolio›$228.8K
Wealthcare Advisory Partners LLC2,274
0.0% of portfolio›$228.7K
ADE, LLC2,220
0.1% of portfolio›$223.2K
1900 Wealth Management LLC2,211
0.0% of portfolio›$222.3K
CWC Advisors, Llc.2,193
0.1% of portfolio›$220.5K
Titleist Asset Management, LLC2,178
0.0% of portfolio›$219.0K
Bauman Advisory Group, LLC2,173
0.1% of portfolio›$218.5K
Glenview Trust Co2,170
0.0% of portfolio›$218.2K
Avior Wealth Management, LLC2,166
0.0% of portfolio›$217.8K
Ferguson Wellman Capital Management, Inc2,162
0.0% of portfolio›$217.4K
Creative Financial Designs Inc2,143
0.0% of portfolio›$215.5K
Valtinson Bruner Financial Planning LLC2,059
0.1% of portfolio›$207.0K
Global Assets Advisory, LLC2,055
0.0% of portfolio›$206.1K
Sloy Dahl & Holst, LLC2,000
0.0% of portfolio›$201.1K
Leisure Capital Management1,995
0.1% of portfolio›$200.6K
StrongBox Wealth, LLC1,994
0.1% of portfolio›$200.6K
Tradewinds Capital Management, LLC1,902
0.0% of portfolio›$191.2K
Harbor Investment Advisory, LLC1,669
0.0% of portfolio›$167.8K
Kings Path Partners LLC1,611
0.0% of portfolio›$162.0K
Gilpin Wealth Management, LLC1,581
0.1% of portfolio›$159.0K
Mather Group, Llc.1,462
0.0% of portfolio›$147.1K
Pacific Center for Financial Services1,430
0.0% of portfolio›$143.8K
Cape Investment Advisory, Inc.1,319
0.0% of portfolio›$132.6K
FinArc Investments, Inc.958
0.1% of portfolio›$96.3K
Nvwm, LLC760
0.0% of portfolio›$76.4K
Aspect Partners, LLC700
0.0% of portfolio›$70.4K
Washington Trust Advisors, Inc.660
0.0% of portfolio›$66.4K
Holos Integrated Wealth LLC633
0.0% of portfolio›$63.7K
Mascoma Wealth Management LLC618
0.0% of portfolio›$62.1K
Cherry Tree Wealth Management, LLC599
0.0% of portfolio›$60.2K
Tounjian Advisory Partners, LLC575
0.0% of portfolio›$57.8K
Golden State Wealth Management, LLC570
0.0% of portfolio›$57.3K
Bangor Savings Bank500
0.0% of portfolio›$50.3K
American National Bank & Trust459
0.0% of portfolio›$46.2K
Wilmington Savings Fund Society, FSB437
0.0% of portfolio›$43.9K
Signature Equity Partners, LLC427
0.0% of portfolio›$42.9K
Polaris Financial Partners390
0.0% of portfolio›$39
Root Financial Partners, LLC390
0.0% of portfolio›$39.2K
Bfsg, LLC351
0.0% of portfolio›$35.3K
Networth Advisors, LLC320
0.0% of portfolio›$32.2K
Nemes Rush Group LLC316
0.0% of portfolio›$31.8K
Evolution Wealth Management Inc.296
0.0% of portfolio›$29.8K
Hara Capital LLC288
0.0% of portfolio›$29.0K
Kingdom Financial Group Llc.281
0.0% of portfolio›$28.3K
Register Financial Advisors LLC244
0.0% of portfolio›$24.6K
Montgomery Financial Services LLC238
0.0% of portfolio›$23.9K
CX Institutional224
0.0% of portfolio›$23
Pinnacle Wealth Planning Services, Inc.200
0.0% of portfolio›$20.1K
Sunrise Financial Services, LLC157
0.0% of portfolio›$15.8K
Wolff Wiese Magana LLC155
0.0% of portfolio›$15.6K
Elevated Capital Advisors, LLC154
0.0% of portfolio›$15.5K
Monetary Solutions, Ltd140
0.0% of portfolio›$14.1K
Costello Asset Management, Inc131
0.0% of portfolio›$13.1K
Gamma Investing LLC128
0.0% of portfolio›$12.9K
1620 Investment Advisors, Inc.124
0.0% of portfolio›$12.5K
Independence Bank of Kentucky122
0.0% of portfolio›$12.3K
Mainstream Capital Management LLC104
0.0% of portfolio›$10.5K
Y.D. More Investments Ltd99
0.0% of portfolio›$10.0K
Olistico Wealth, LLC98
0.0% of portfolio›$9.9K
Hughes Financial Services, LLC95
0.0% of portfolio›$9.6K
Caldwell Trust Co72
0.0% of portfolio›$7.2K
Latitude Advisors, LLC70
0.0% of portfolio›$7.0K
MidAtlantic Capital Management, Inc.50
0.0% of portfolio›$5.0K
Key Capital Management, Inc37
0.0% of portfolio›$3.7K
TD Private Client Wealth LLC26
0.0% of portfolio›$2.6K
Financial Network Wealth Advisors LLC23
0.0% of portfolio›$2.3K
GHP Investment Advisors, Inc.20
0.0% of portfolio›$2.0K
Hilltop National Bank16
0.0% of portfolio›$1.6K
Provenance Wealth Advisors, LLC14
0.0% of portfolio›$1.4K
William Mack & Associates, Inc.4
0.0% of portfolio›$403
Prairie Wealth Advisors, Inc.0
0.1% of portfolio›$307.4K
StyleTurnoverLocationFiled
Assetmark, Inc
11,717,988$1.2B2.0%ETFLowConcord, CA2026-10-21
Krilogy Financial LLC
896,728$90.0M2.5%GrowthLowSt. Louis, MO2026-10-13
Keybank National Association
831,503$83.6M0.3%CoreLowBrooklyn, OH2026-11-04
Commonwealth Equity Services, LLC
682,143$68.6M0.1%ETFLowWaltham, MA2026-11-02
Atria Investments, Inc
674,664$67.8M0.7%CoreMediumCharlotte, NC2026-10-15
Advisor OS, LLC
576,848$58.0M3.8%ETFMediumChicago, IL2026-11-03
Creative Planning
499,084$50.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Truist Financial Corp
491,021$49.4M0.1%CoreLowCharlotte, NC2026-10-30
Gainplan LLC
407,055$40.9M15.9%ETFHighBloomfield Hills, MI2026-10-09
Novem Group
378,478$38.1M3.8%ETFMediumRochester, NY2026-10-19
Cambridge Investment Research Advisors, Inc.
353,034$35.5K0.0%ETFLowFairfield, IA2026-11-02
WealthPlan Investment Management, LLC
266,701$26.8M1.3%GrowthMediumOmaha, NE2026-10-15
HB Wealth Management, LLC
266,142$26.8M0.1%IndexVery LowAtlanta, GA2026-10-23
Citigroup Inc
250,605$25.2M0.0%CoreMediumNew York, NY2026-11-04
Visionary Wealth Advisors
236,854$23.8M0.9%ETFLowO'Fallon, IL2026-11-04
Farther Finance Advisors, LLC
228,583$23.0M0.2%IndexLowSan Francisco, CA2026-10-08
Kwmg, LLC
219,847$22.1M1.6%ETFVery LowOverland Park, KS2026-10-07
MGO One Seven LLC
219,213$22.0M0.4%GrowthLowBeachwood, OH2026-10-28
Wealth Enhancement Advisory Services, LLC
211,856$21.3M0.0%CoreLowPlymouth, MN2026-10-13
Cornerstone Wealth Management, LLC
196,516$19.8M0.8%ETFVery LowSt. Peters, MO2026-11-04
Providence First Trust Co
193,563$19.5M6.5%ETFMediumScottsdale, AZ2026-11-02
HUB Investment Partners, LLC
185,647$18.7M0.3%GrowthLowAustin, TX2026-11-03
WJ Interests, LLC
182,992$18.4M6.6%ETFLowSugar Land, TX2026-10-14
Williams Financial, LLC
173,877$17.5M8.9%ETFMediumNorth Bennington, VT2026-10-19
Planned Solutions, Inc.
173,636$17.5M4.8%ETFLowFolsom, CA2026-10-19
Fulton Breakefield Broenniman LLC
152,783$15.4M0.9%GrowthLowBethesda, MD2026-11-03
Atlantic Edge Private Wealth Management, LLC
152,070$15.3M3.1%CoreLowJacksonville, FL2026-10-20
Cottage Street Advisors LLC
150,559$15.1M5.8%GrowthLowMarion, MA2026-10-19
Brookstone Capital Management
149,230$15.0M0.1%ETFMediumWheaton, IL2026-10-22
Roof Eidam Maycock Peralta, LLC
147,565$14.8M2.8%ETFVery LowSan Francisco, CA2026-10-15
Dynamic Advisor Solutions LLC
139,792$14.1M0.4%ETFLowPhoenix, AZ2026-10-13
Capital Investment Advisory Services, LLC
127,768$12.8M0.8%CoreMediumRaleigh, NC2026-10-30
IFP Advisors, Inc
127,618$12.8M0.2%GrowthLowTampa, FL2026-10-16
Buck Wealth Strategies, LLC
120,635$12.1M1.2%ValueMediumDenver, CO2026-10-28
Kestra Advisory Services, LLC
115,534$11.6M0.0%CoreLowAustin, TX2026-11-02
Hutchens & Kramer Investment Management Group, LLC
114,221$11.5M3.4%ETFLowIndianapolis, IN2026-10-16
Center For Asset Management LLC
112,886$11.4M5.1%ETFMediumPalm Beach Gardens, FL2026-10-16
Pinnacle Financial Group, LLC / IL
112,301$11.3M2.7%ETFVery LowWestern Springs, IL2026-10-29
Koenig Investment Advisory, LLC
112,206$11.3M8.3%ETFVery LowAshland, OR2026-10-09
Flagship Private Wealth, LLC
108,115$10.9M3.8%ETFLowWoburn, MA2026-11-05
Evergreen Capital Management LLC
107,211$10.8M0.2%GARPMediumBellevue, WA2026-10-23
Howland Capital Management LLC
104,312$10.5M0.4%CoreLowBoston, MA2026-10-22
Stokes Capital Advisors, LLC
103,397$10.4M2.3%CoreMediumGreenwood, SC2026-10-09
Concurrent Investment Advisors, LLC
102,839$10.3M0.1%GrowthMediumTampa, FL2026-10-16
AFG Fiduciary Services Limited Partnership
101,139$10.2M7.7%ETFVery LowHingham, MA2026-10-21
Aviance Capital Partners, LLC
101,046$10.2M1.0%CoreLowNaples, FL2026-10-29
Mission Financial Group, LLC
99,010$10.0M7.9%ETFN/AHonolulu, HI2026-10-21
Kingswood Wealth Advisors, LLC
97,915$9.8M0.4%GrowthLowSan Diego, CA2026-10-23
Robertson Stephens Wealth Management, LLC
96,330$9.7M0.2%ETFMediumSan Francisco, CA2026-10-16
Trek Financial, LLC
95,837$9.6M0.4%ETFHighScottsdale, AZ2026-10-29
Aprio Wealth Management, LLC
95,308$9.6M0.4%ETFMediumAtlanta, GA2026-10-28
MinichMacGregor Wealth Management, LLC
93,428$9.4M1.5%ETFHighSaratoga Springs, NY2026-10-14
NavPoint Financial, Inc.
91,535$9.2M3.2%ETFVery LowPrior Lake, MN2026-10-21
Heirloom Wealth Management
90,921$9.1M1.2%GrowthMediumGreenwood Village, CO2026-10-14
Independent Solutions Wealth Management, LLC
88,873$8.9M1.1%GrowthLowWilliamsville, NY2026-10-28
WestHill Financial Advisors, Inc.
88,524$8.9M1.5%ETFVery LowSan Rafael, CA2026-10-14
Independent Financial Group, LLC
87,814$8.8M0.2%GrowthLowSan Diego, CA2026-10-13
Avion Wealth
87,784$8.8K0.0%ETFLowThe Woodlands, TX2026-11-04
Forvis Mazars Wealth Advisors, LLC
86,073$8.7M0.1%ETFVery LowSpringfield, MO2026-10-13
YHB Investment Advisors, Inc.
84,953$8.5M0.5%GrowthLowWest Hartford, CT2026-10-08
RFG Advisory, LLC
84,355$8.5M0.1%ETFMediumBirmingham, AL2026-11-03
Park Avenue Securities LLC
83,406$8.4K0.0%ETFMediumNew York, NY2026-10-26
VestGen Advisors, LLC
82,074$8.3M0.3%GrowthMediumChicago, IL2026-10-27
Prospera Financial Services Inc
79,924$8.1M0.1%CoreMediumDallas, TX2026-11-04
Sowell Financial Services LLC
75,896$7.6M0.2%CoreLowNorth Little Rock, AR2026-10-23
Oceanside Advisors LLC
74,821$7.5M4.6%ETFVery LowMount Pleasant, SC2026-11-03
Hardworking Capital Advisors, LLC
73,007$7.3M6.1%GrowthMediumPalm Desert, CA2026-10-20
Procyon Advisors, LLC
69,994$7.0M0.3%CoreVery LowShelton, CT2026-10-21
Eagle Strategies LLC
69,316$7.0M0.7%ETFLowNew York, NY2026-10-16
Sigma Planning Corp
68,178$6.9M0.2%GrowthMediumAnn Arbor, MI2026-10-23
Halbert Hargrove Global Advisors, LLC
67,826$6.8M0.3%ETFLowLong Beach, CA2026-10-16
Sentinel Pension Advisors, LLC
64,209$6.5M0.8%ETFLowWakefield, MA2026-11-02
PFW Advisors LLC
62,649$6.3M1.9%CoreLowAtlanta, GA2026-10-07
Able Financial Group, LLC
62,050$6.2M1.0%ETFLowScottsdale, AZ2026-10-14
Wedbush Securities Inc
61,033$6.1K0.0%CoreLowPasadena, CA2026-10-22
Capital Advisors Wealth Management, LLC
60,455$6.1M0.7%ETFLowYakima, WA2026-10-09
Financial Futures Ltd Liability Co.
59,826$6.0M2.2%ETFLowBrielle, NJ2026-10-13
WBH Advisory Inc
59,184$6.0M0.4%ETFLowBaltimore, MD2026-11-05
Uncommon Cents Investing Inc
58,865$5.9M1.3%ValueVery LowJanesville, WI2026-10-20
Smith Thornton Advisors LLC
58,538$5.9M2.6%ETFVery LowHuntsville, AL2026-10-16
Capital Management Associates, Inc
56,848$5.7M1.1%ETFLowMinneapolis, MN2026-10-20
StoneX Group Inc.
56,254$5.7M0.2%ETFMediumNew York, NY2026-11-03
Vima LLC
56,033$5.6M5.8%CoreLowTroy, MI2026-10-23
Kathmere Capital Management, LLC
55,593$5.6M0.3%ETFLowWayne, PA2026-10-20
Joel Adams & Associates, Inc.
55,238$5.6M3.5%ETFLowAsheville, NC2026-11-02
Heritage OAK Wealth Advisors LLC
55,079$5.5M1.7%ValueHighSanta Rosa Beach, FL2026-10-14
Integrity Alliance, Llc.
54,860$5.5M0.2%ETFMediumUrbandale, IA2026-10-29
Beacon Investment Advisory Services, Inc.
52,880$5.3M0.2%GrowthLowMorristown, NJ2026-10-13
Milestone Asset Management, LLC
52,849$5.3M0.8%GrowthHighPittsburgh, PA2026-10-15
Advocate Group LLC
51,634$5.2M0.8%YieldLowMinnetonka, MN2026-10-19
Jmac Enterprises LLC
48,968$4.9M0.8%ETFVery LowNewtown, PA2026-10-30
Patriot Financial Group Insurance Agency, LLC
48,462$4.9M0.5%GrowthLowWalpole, MA2026-10-14
City Center Advisors, LLC
48,288$4.9M3.7%ETFMediumTroy, MI2026-10-08
Mattern Wealth Management LLC
48,110$4.8M0.8%ETFVery LowLawrence, KS2026-11-04
Friedenthal Financial
47,784$4.8M2.1%ETFHighMarlton, NJ2026-10-27
Mullaney, Keating & Wright, Inc.
46,622$4.7M2.2%GrowthVery LowMiddletown, CT2026-10-19
Wincap Financial LLC
46,317$4.7M2.5%CoreLowBoston, MA2026-10-20
Values First Advisors, Inc.
46,085$4.6M2.2%CoreMediumJohnson City, TN2026-10-23
Goodman Advisory Group, LLC
46,002$4.6M1.1%GrowthHighNeedham, MA2026-11-02
FIG Financial Advisory Services Inc
44,578$4.5M2.7%CoreVery HighOklahoma City, OK2026-10-07
Clear Point Advisors Inc.
44,065$4.4M3.0%ETFMediumMelville, NY2026-10-30
Johnson Financial Group, LLC
44,047$4.4M0.2%ETFLowDenver, CO2026-11-03
Pinnacle Associates LTD
43,281$4.4M0.0%CoreLowNew York, NY2026-10-20
Stone Wealth Partners
42,628$4.3M1.5%ETFLowJefferson, LA2026-11-05
Klaas Financial Asset Advisors, LLC
41,871$4.2M0.5%ETFVery LowLoves Park, IL2026-10-19
Balefire, LLC
39,886$4.0M0.6%ETFMediumDallas, TX2026-10-09
Choreo, LLC
39,669$4.0M0.0%IndexLowRockford, IL2026-10-28
Westside Investment Management, Inc.
39,521$4.0M0.5%GrowthLowSanta Monica, CA2026-11-02
Essential Planning, Llc.
39,245$3.9M1.1%ETFLowPortsmouth, NH2026-10-21
Peck Wealth Management, LLC
38,383$3.9M3.3%ETFLowWhite Plains, NY2026-10-29
SFG Wealth Management, Llc.
38,004$3.8M1.4%ETFMediumTowson, MD2026-10-23
American Institute for Advanced Investment Management, LLP
37,869$3.8M2.2%ETFLowScottsdale, AZ2026-11-03
TD Waterhouse Canada Inc.
37,868$3.8M0.0%CoreLowToronto, Australia2026-10-16
SkyOak Wealth, LLC
37,816$3.8M0.6%ETFLowSouthfield, MI2026-10-28
McKinley Carter Wealth Services, Inc.
37,646$3.8M0.2%ETFMediumWheeling, WV2026-10-16
EverSource Wealth Advisors, LLC
36,004$3.6M0.1%CoreMediumBirmingham, AL2026-11-04
FSM Wealth Advisors, LLC
35,901$3.6M0.4%ETFLowCleveland, OH2026-10-27
Partners Wealth Management, LLC
35,308$3.6M0.4%CoreLowCarmel By The Sea, CA2026-10-28
TFB Advisors LLC
34,740$3.5M1.4%ETFLowOverland Park, KS2026-11-02
Aegis Wealth Management, Inc.
34,428$3.5M2.0%ETFMediumGuthrie Center, IA2026-10-26
Intergy Private Wealth, LLC
34,252$3.4M0.8%ETFVery LowColorado Springs, CO2026-10-16
Parsons Capital Management Inc
34,101$3.4M0.1%CoreLowProvidence, RI2026-10-28
Apollon Wealth Management, LLC
32,634$3.3M0.0%GrowthLowMount Pleasant, SC2026-10-23
Mid-American Wealth Advisory Group, Inc.
31,758$3.2M1.1%ETFMediumKansas City, MO2026-10-21
Asset One Wealth Management LLC
31,753$3.2M0.3%GrowthLowBellevue, WA2026-11-02
Occidental Asset Management, LLC
31,477$3.2M0.3%GrowthLowBurlingame, CA2026-11-05
Csenge Advisory Group
31,292$3.1M0.1%ETFMediumClearwater, FL2026-11-04
Capital Advisors, Ltd. LLC
30,302$3.0K0.0%ETFLowShaker Heights, OH2026-10-27
Lido Advisors, LLC
30,165$3.0M0.0%GrowthLowLos Angeles, CA2026-11-04
Foundry Financial Group, Inc.
30,077$3.0M1.3%ETFLowLaconia, NH2026-10-28
Montag A & Associates Inc
29,122$2.9M0.1%CoreLowAtlanta, GA2026-10-29
BIP Wealth, LLC
28,889$2.9M0.1%ETFMediumAtlanta, GA2026-10-22
Macroview Investment Management LLC
28,750$2.9M1.7%ETFLowBethesda, MD2026-10-26
HCR Wealth Advisors
28,679$2.9M0.2%GrowthLowLos Angeles, CA2026-10-15
Blueline Advisors LLC
27,980$2.8M2.0%ETFLowExeter, NH2026-10-15
Paulson Wealth Management Inc.
27,859$2.8M0.6%ETFLowWest Palm Beach, FL2026-11-02
Sage Capital Management, LLC
27,384$2.8M1.0%ETFLowStockton, NJ2026-10-20
Sanchez Gaunt Capital Management, LLC
27,177$2.7M1.5%ETFN/AReno, NV2026-11-03
Sage Rhino Capital LLC
26,651$2.7M0.4%ETFLowMenlo Park, CA2026-10-28
Axxcess Wealth Management, LLC
26,103$2.6M0.1%CoreLowCarlsbad, CA2026-10-21
D.A. Davidson & Co.
26,065$2.6M0.0%CoreLowGreat Falls, MT2026-10-28
Kestra Private Wealth Services, LLC
26,039$2.6M0.0%GrowthLowAustin, TX2026-10-30
Wagner Wealth Management, LLC
25,747$2.6M0.5%ETFLowGreenville, SC2026-10-21
SeaCrest Wealth Management, LLC
24,841$2.5M0.3%GrowthLowPurchase, NY2026-10-21
Rockport Wealth LLC
23,775$2.4M0.4%ETFMediumFairview Park, OH2026-11-03
Blueprint Investment Partners LLC
23,459$2.4M0.2%ETFMediumGreensboro, NC2026-10-28
Blueprint Financial Advisors LLC
23,268$2.3M0.2%GARPMediumGreensboto, NC2026-10-28
Legacy Solutions, LLC
22,517$2.3M1.7%ETFLowKennett Square, PA2026-10-07
Surience Private Wealth LLC
22,287$2.2M2.2%ETFVery HighYakima, WA2026-10-16
Private Client Services, LLC
22,117$2.2M0.6%ETFMediumLouisville, KY2026-10-02
SYM Financial Corp
21,145$2.1M0.2%ETFVery LowWinona Lake, IN2026-10-26
John W. Brooker & Co., CPAs
21,065$2.1M2.4%ETFMediumOakland, CA2026-10-21
Net Worth Advisory Group
20,986$2.1M0.5%GARPMediumSandy, UT2026-10-20
ETF Store, Inc.
20,556$2.1M1.7%ETFVery LowOverland Park, KS2026-10-19
Unified Investment Management
20,441$2.1M1.8%CoreLowAtlanta, GA2026-10-14
Narus Financial Partners, LLC
19,996$2.0M0.5%ValueLowSalt Lake City, UT2026-10-19
Cedar Mountain Advisors, LLC
19,858$2.0M0.3%ETFVery LowLake Oswego, OR2026-10-15
Legacy Capital Wealth Partners, LLC
19,650$2.0M0.4%CoreMediumLittle Rock, AR2026-10-21
Wealth Alliance Advisory Group, LLC
19,526$2.0M0.3%CoreLowWichita, KS2026-10-14
Altfest L J & Co Inc
19,381$1.9M0.2%ETFHighNew York, NY2026-10-27
Waystone Advisors LLC
19,375$2.0M1.5%ETFLowRedmond, WA2026-10-16
Signature Estate & Investment Advisors LLC
19,293$1.9M0.0%ETFMediumLos Angeles, CA2026-10-13
Founders Financial Securities LLC
18,747$1.9M0.1%ETFMediumTowson, MD2026-10-28
Oak Grove Capital LLC
18,384$1.8M0.1%Agg GrowthLowHolderness, NH2026-10-09
RiverTree Advisors, LLC
18,089$1.8M1.1%ETFMediumWinter Park, FL2026-10-13
Berman McAleer LLC
17,834$1.8M0.2%ETFVery LowTimonium, MD2026-10-16
Vista Investment Partners II, LLC
17,817$1.8M0.7%CoreMediumRichmond, IN2026-10-15
Avidian Wealth Enterprises, LLC
17,703$1.8M0.0%ETFLowHouston, TX2026-10-08
Flaharty Asset Management, LLC
17,602$1.8M9.9%ETFLowClearwater, FL2026-11-02
Brown, Lisle Ings, Inc.
17,419$1.8M0.4%CoreVery LowProvidence, RI2026-10-16
Soltis Investment Advisors LLC
16,812$1.7M0.1%CoreMediumSt. George, UT2026-10-28
Waterway Wealth Management, LLC
16,743$1.7M0.3%ETFMediumThe Woodlands, TX2026-10-28
Private Trust Co NA
15,893$1.6M0.1%CoreLowCleveland, OH2026-10-20
Regatta Capital Group, LLC
15,798$1.6M0.2%ETFLowEl Segundo, CA2026-10-23
Spire Wealth Management
15,731$1.6M0.0%GrowthMediumMclean, VA2026-10-30
Phoenix Wealth Advisors
15,628$1.6M0.5%CoreLowChapel Hill, NC2026-11-03
Crown Wealth Group, LLC
15,463$1.6M0.4%ETFMediumCharlotte, NC2026-10-19
Total Clarity Wealth Management, Inc.
15,434$1.6M0.3%ETFMediumSt. Charles, IL2026-10-26
Cynosure Group, LLC
14,935$1.5M0.2%ETFMediumSalt Lake City, UT2026-11-03
Balboa Wealth Partners
14,927$1.5M0.2%Agg GrowthMediumScottsdale, AZ2026-10-20
Strategic Blueprint, LLC
14,834$1.5M0.1%ETFLowAtlanta, GA2026-10-22
Parr Mcknight Wealth Management Group, LLC
14,227$1.4M0.2%CoreMediumMinneapolis, MN2026-10-30
Objective Capital Management, LLC
14,150$1.4M1.3%ETFLowFairlawn, OH2026-10-13
Essex Bank
14,121$1.4M0.3%CoreLowEssex, CT2026-10-16
Towneley Capital Management, Inc / de
13,850$1.4M0.3%ETFVery LowLaguna Hills, CA2026-10-09
Shayne & Jacobs, LLC
13,658$1.4M0.4%ValueVery LowNashville, TN2026-10-21
Birch Capital Management, LLC
13,521$1.4M0.6%CoreLowDallas, TX2026-10-27
Beacon Financial Planning, Inc
13,509$1.4M0.5%ETFVery LowHyannis, MA2026-11-04
MCF Advisors LLC
13,328$1.3M0.0%ETFLowLexington, KY2026-10-28
Arbor Investment Advisors, LLC
13,044$1.3M0.1%ETFVery LowWinston Salem, NC2026-10-26
Lodestone Wealth Management LLC
12,946$1.3M0.4%CoreLowSpokane, WA2026-10-14
Cooper Financial Group
12,711$1.3M0.1%GrowthMediumIrvine, CA2026-10-07
Pacific Excel Wealth Advisors, Inc.
12,615$1.3M1.4%ETFHighWalnut Creek, CA2026-10-27
Avid Wealth Partners LLC
12,501$1.3M0.6%ETFMediumSan Antonio, TX2026-11-03
Summa Corp.
12,450$1.3M0.3%Agg GrowthLowThe Woodlands, TX2026-10-30
Ascent Group, LLC
12,425$1.2M0.0%CoreLowVirginia Beach, VA2026-10-30
Quest 10 Wealth Builders, Inc.
12,364$1.2M0.9%ETFLowFuquay-Varina, VA2026-11-02
Kachkovsky & Fisher, Inc.
12,330$1.2M1.1%ETFN/ASan Diego, CA2026-10-21
Stage Harbor Financial, LLC
12,219$1.2M0.7%ETFVery LowWestwood, MA2026-11-03
Capital Planning LLC
11,927$1.2M0.3%ETFLowBellevue, WA2026-10-09
Montis Financial, LLC
11,878$1.2M0.2%ETFLowWaltham, MA2026-11-04
B. Riley Wealth Advisors, Inc.
11,837$1.2M0.0%GrowthLowMemphis, TN2026-10-13
Ashton Thomas Private Wealth, LLC
11,753$1.2M0.0%CoreMediumScottsdale, AZ2026-11-03
Carnegie Investment Counsel
11,743$1.2M0.0%CoreLowPepper Pike, OH2026-10-20
Ascentis Independent Advisors
11,595$1.2M0.1%ETFLowDallas, TX2026-11-03
Richard P Slaughter Associates Inc
11,518$1.2M0.2%ETFMediumAustin, TX2026-10-13
Oppenheimer & Co Inc
11,425$1.1M0.0%CoreLowNew York, NY2026-10-26
Mayfair Advisory Group, LLC
11,383$1.1M0.3%ETFLowBirmingham, AL2026-10-20
Nova Financial LLC
11,248$1.1M0.5%N/AN/ATucson, AZ2026-11-04
Cornerstone Wealth, LLC
11,071$1.1M0.5%ETFMediumGreeneville, TN2026-10-28
Roger Wittlin Investment Advisory, LLC
11,049$1.1M0.9%ETFLowSan Francisco, CA2026-10-19
Noble Wealth Management PBC
10,962$1.1M0.5%YieldMediumGreenwood Village, CO2026-10-01
Carlson Financial, Inc.
10,517$1.1M0.6%GrowthLowCanby, OR2026-11-05
Creative Capital Management Investments LLC
10,384$1.0M0.2%ETFLowSan Diego, CA2026-10-28
Financial Management Professionals, Inc.
10,346$1.0M0.1%ETFMediumAustin, TX2026-10-23
Farmers & Merchants Trust Co of Long Beach
10,266$1.0M0.2%CoreVery LowLong Beach, CA2026-10-22
Koshinski Asset Management, Inc.
10,143$1.0M0.1%ETFLowDecatur, IL2026-10-29
Apella Capital, LLC
9,992$1.0M0.0%ETFVery LowWest Hartford, CT2026-10-08
Weaver Consulting Group
9,935$999.0K0.2%ETFLowHuntington Beach, CA2026-10-07
Perigon Wealth Management, LLC
9,926$998.1K0.0%GrowthLowSan Francisco, CA2026-10-22
Parallel Advisors, LLC
9,761$981.5K0.0%IndexLowSan Francisco, CA2026-11-03
Wealth Advisory Solutions, LLC
9,626$967.9K0.2%ETFLowZionsville, IN2026-10-20
Flagship Harbor Advisors, LLC
9,429$948.1K0.0%ETFMediumBoston, MA2026-10-26
SteelPeak Wealth, LLC
9,239$928.9K0.0%GrowthHighWoodland Hills, CA2026-10-16
Mezzasalma Advisors, LLC
9,177$922.8K0.2%GrowthLowTinton Falls, NJ2026-10-14
True North Advisors, LLC
9,152$920.2K0.1%CoreMediumDallas, TX2026-10-22
Powell Investment Advisors, LLC
9,119$916.9K0.3%ETFVery LowMiami, FL2026-10-22
XY Planning Network, Inc.
9,018$906.8K0.1%ETFLowBozeman, MT2026-10-14
Kanawha Capital Management LLC
9,013$906.3K0.1%CoreVery LowRichmond, VA2026-10-19
Alterna Wealth Management, Inc
8,990$904.0K0.5%ETFMediumHouston, TX2026-10-27
Birchwood Financial Partners, Inc.
8,802$885.0K0.7%ETFVery LowBloomington, MN2026-11-02
Allspring Global Investments Holdings, LLC
8,801$883.0K0.0%CoreMediumCharlotte, NC2026-11-04
Elevation Capital Advisory, LLC
8,764$881.2K0.3%ETFVery HighBend, OR2026-10-29
Transcendent Capital Group LLC
8,274$832.0K0.3%ETFMediumEdmond, OK2026-10-28
Financial Guidance Group, Inc.
8,220$826.6K0.3%ETFVery LowPalm Harbor, FL2026-10-21
Elevation Point Wealth Partners, LLC
8,121$816.4K0.0%CoreHighDenver, CO2026-11-05
Independent Wealth Network Inc.
8,010$805.4K0.2%ETFMediumUrbandale, IA2026-10-19
Chicago Partners Investment Group LLC
8,010$806.0K0.0%GARPLowChicago, IL2026-10-27
Tcfg Investment Advisors, LLC
7,986$800.7K0.3%GrowthMediumLaguna Niguel, CA2026-10-20
Lantern Wealth Advisors, LLC
7,695$773.8K0.3%GrowthLowMelville, NY2026-10-22
Davenport & Co LLC
7,659$770.1K0.0%CoreMediumRichmond, VA2026-10-14
Integrated Advisors Network LLC
7,565$760.7K0.0%GrowthMediumDallas, TX2026-10-20
Sovran Advisors, LLC
7,428$747.8K0.1%ETFMediumSan Diego, CA2026-11-02
Riverchase Wealth Management, LLC
7,376$741.6K0.4%ETFMediumFlower Mound, TX2026-10-28
Pinion Investment Advisors, LLC
7,345$738.5K0.1%ETFLowWichita, KS2026-11-04
Firethorn Wealth Partners, LLC
7,127$716.6K0.2%ETFLowAugusta, GA2026-10-14
Adamsbrown Wealth Consultants LLC
7,059$709.8K0.1%ETFLowWichita, KS2026-10-20
Selby Wealth Management, LLC
7,059$709.8K0.2%ETFVery LowEmeryville, CA2026-10-16
United Advisor Group, LLC
7,056$709.5K0.1%ETFLowCincinnati, OH2026-11-03
Global View Capital Management LLC
6,994$703.2K0.2%ETFHighWaukesha, WI2026-10-28
Fiduciary Alliance LLC
6,916$695.4K0.1%CoreMediumGreenville, SC2026-10-13
Catalyst Private Wealth, LLC
6,900$693.8K0.3%ETFVery LowSan Mateo, CA2026-10-13
Financial Enhancement Group LLC
6,632$665.6K0.1%ETFMediumAnderson, IN2026-10-08
CGC Financial Services, LLC
6,615$665.1K0.1%ETFLowLake Oswego, OR2026-10-13
Greatmark Investment Partners, Inc.
6,585$662.1K0.1%ValueVery LowColumbus, GA2026-10-28
Accurate Wealth Management, LLC
6,515$654.2K0.1%CoreMediumWesley Chapel, FL2026-10-20
AdvisorNet Financial, Inc
6,504$653.2K0.0%ETFLowMinnetonka, MN2026-10-15
BlueChip Wealth Advisors LLC
6,437$647.2K0.2%ETFMediumMilton, GA2026-11-03
Midwest Financial Network, LLC
6,430$646.5K0.4%ETFHighTinley Park, IL2026-10-13
Sard Wealth Management Group, LLC
6,374$640.9K0.3%ETFVery LowAtlanta, GA2026-10-16
Power Wealth Management LLC
6,353$638.8K0.2%ETFLowAlpharetta, GA2026-10-27
Uptown Financial Advisors LLC
6,311$634.7K0.5%ETFVery LowDallas, TX2026-10-15
Compass Financial Management LLC
6,231$626.5K0.1%CoreN/ATampa, FL2026-10-30
Diversify Wealth Management, LLC
6,200$623.0K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
6,200$623.0K0.0%GrowthLowSandy, UT2026-10-20
Prime Capital Investment Advisors, LLC
6,054$608.8K0.0%ETFLowOverland Park, KS2026-10-20
Closed-End Fund Advisors, Inc.
6,023$605.6K0.6%YieldMediumRichmond, VA2026-11-04
Spinnaker Investment Group, LLC
5,975$600.8K0.1%ETFLowNewport Beach, CA2026-10-13
Triumph Capital Management
5,958$599.1K0.1%ETFMediumDenver, CO2026-10-14
SilverOak Wealth Management LLC
5,834$586.6K0.1%ETFVery LowEdina, MN2026-10-29
Carlton Hofferkamp & Jenks Wealth Management, LLC
5,590$562.1K0.2%ETFLowThe Woodlands, TX2026-10-21
Archer Investment Corp
5,549$558.0K0.1%CoreMediumCarmel, IN2026-11-05
Nordwand Advisors, LLC
5,503$553.3K0.1%CoreLowRadnor, PA2026-11-05
Vise Technologies, Inc.
5,491$552.1K0.0%IndexLowNew York, NY2026-10-29
Lloyd Advisory Services, Llc.
5,410$544.0K0.2%ETFVery HighSuwanee, GA2026-11-02
BridgePort Financial Solutions, LLC
5,386$541.6K0.1%ETFLowFairfield, IA2026-11-02
CoreCap Advisors, LLC
5,215$524.4K0.0%ETFMediumSouthfield, MI2026-10-08
Venture Visionary Partners LLC
5,073$510.2K0.0%CoreLowSylvania, OH2026-10-07
Robinswood Financial LLC
5,058$508.4K0.2%ETFVery LowKirkland, WA2026-10-20
Baron Wealth Management LLC
5,043$507.1K0.1%CoreLowTroy, MI2026-10-27
Capital Asset Advisory Services LLC
4,920$494.9K0.0%ETFLowWilliamston, MI2026-10-30
Midway Capital Research & Management
4,910$493.7K0.4%CoreVery LowChicago, IL2026-10-20
Quartz Partners, LLC
4,907$493.4K0.1%GARPMediumSaratoga Springs, NY2026-11-03
White Pine Investment Co
4,728$4750.0%ETFVery LowLivonia, MI2026-10-15
Financial Designs Corp
4,718$474.4K0.2%ETFVery LowClaremont, CA2026-10-09
Focus Financial Network, Inc.
4,640$466.6K0.0%ETFLowMinneapolis, MN2026-10-14
MFA Wealth Services
4,579$460.5K0.3%ETFLowThousand Oaks, CA2026-10-14
Williams & Novak Wealth Management, LLC
4,440$446.4K0.3%ETFMediumWestlake Village, CA2026-10-09
Stewardship Advisors, LLC
4,435$445.9K0.1%ETFMediumMount Joy, PA2026-10-20
Total Investment Management Inc
4,410$443.4K0.0%ETFLowScottsdale, AZ2026-10-22
Argos Wealth Advisors, LLC
4,357$438.1K0.1%GrowthLowSacramento, CA2026-11-02
Fermata Advisors, LLC
4,318$434.2K0.1%ETFLowSonoma, CA2026-10-13
Verdence Capital Advisors LLC
4,259$428.3K0.0%CoreMediumHunt Valley, MD2026-10-26
Madson Wealth Advisors Inc
4,255$427.8K0.3%ETFLowSanta Rosa, CA2026-10-13
Castle Rock Wealth Management, LLC
4,254$426.8K0.1%GrowthMediumWalnut Creek, CA2026-10-09
Signal Advisors Wealth, LLC
4,235$425.9K0.0%ETFLowDetroit, MI2026-10-13
First Heartland Consultants, Inc.
4,189$421.2K0.0%ETFMediumLake St. Louis, MO2026-10-08
Beese Fulmer Investment Management, Inc.
4,161$418.4K0.0%CoreLowCanton, OH2026-10-23
AlphaCore Capital LLC
4,122$414.5K0.0%ETFLowLa Jolla, CA2026-11-04
Valley Brook Capital Group, Inc.
4,115$413.8K0.2%GrowthVery LowVenetia, PA2026-10-26
Daymark Wealth Partners, LLC
4,084$410.7K0.0%CoreLowCincinnati, OH2026-11-04
MTM Investment Management, LLC
4,035$405.7K0.1%CoreVery LowSpartanburg, SC2026-10-30
W.G. Shaheen & Associates DBA Whitney & Co
4,000$402.2K0.0%CoreLowRochester, NY2026-11-03
Hudock, Inc.
3,994$401.7K0.1%ETFLowWilliamsport, PA2026-10-14
Rosenberg Matthew Hamilton
3,931$395.3K0.1%ETFVery LowGrand Junction, CO2026-10-05
Merited Wealth, LLC
3,881$390.2K0.3%ETFMediumNorth Bay Village, FL2026-10-13
Grantvest Financial Group LLC
3,855$387.6K0.2%ETFLowMatawan, NJ2026-10-21
Clear Creek Financial Management, LLC
3,817$383.8K0.0%ETFMediumSilverdale, WA2026-10-28
LongView Wealth Management
3,812$383.3K0.1%ETFLowAtlanta, GA2026-10-19
RFG Holdings, Inc.
3,757$377.8K0.1%ETFLowArgyle, TX2026-10-30
Gerber Kawasaki Wealth & Investment Management
3,673$369.3K0.0%ETFLowSanta Monica, CA2026-10-29
Vigilare Wealth Management
3,630$365.0K0.1%ETFHighScottsdale, AZ2026-10-29
Cutler Investment Counsel LLC
3,624$364.4K0.0%CoreLowJacksonville, OR2026-10-28
Entrewealth, LLC
3,613$363.3K0.1%ETFLowAustin, TX2026-10-14
Certuity, LLC
3,606$362.6K0.0%GARPLowNorth Palm Beach, FL2026-11-02
PFG Advisors
3,545$356.5K0.0%ETFMediumPhoenix, AZ2026-10-16
New England Private Wealth Advisors LLC
3,523$354.3K0.0%ETFVery LowWellesley, MA2026-10-19
Optivise Advisory Services LLC
3,503$352.2K0.2%ETFMediumFranklin, TN2026-10-19
Nicholas Hoffman & Company, Llc.
3,375$339.3K0.0%ETFVery LowAtlanta, GA2026-10-30
Quadcap Wealth Management, LLC
3,305$332.3K0.0%ETFLowFrisco, TX2026-11-02
Christian Investment Advisors, Inc.
3,293$331.1K0.2%ETFMediumNew Braunfels, TX2026-11-03
Integrated Capital Management, LLC
3,242$326.0K0.1%ETFLowBloomfield, MI2026-10-23
Silverlake Wealth Management LLC
3,209$322.7K0.1%ETFLowWilliston, VT2026-10-21
Burford Brothers, Inc.
3,197$321.5K0.1%CoreLowDallas, TX2026-10-21
Jnba Financial Advisors
3,170$318.7K0.0%ETFMediumBloomington, MN2026-11-03
KG Capital Management
3,129$314.6K0.2%CoreLowSt. Francisville, LA2026-10-15
DeDora Capital, Inc.
3,084$310.1K0.1%ETFVery LowNapa, CA2026-10-26
Arrow Financial Corp
3,076$309.3K0.0%ETFLowGlens Falls, NY2026-10-26
Hedeker Wealth, LLC
3,076$309.3K0.1%GrowthLowLincolnshire, IL2026-10-23
Lanark Financial, Inc.
3,072$308.9K0.0%CoreMediumBirmingham, AL2026-10-26
TopTier Wealth Management, LLC
3,058$307.5K0.2%ETFVery LowMuskego, WI2026-10-16
Accelerate Investment Advisors LLC
3,021$303.8K0.2%ETFLowAliso Viejo, CA2026-11-02
North Forty Two & Co.
2,996$301.2K0.2%ETFVery LowLake Oswego, OR2026-10-19
Auctus Advisors LLC
2,985$300.1K0.2%ETFLowCharlotte, NC2026-10-23
Virtue Capital Management, LLC
2,961$297.7K0.0%GrowthHighBrentwood, TN2026-10-29
Gimbal Financial
2,920$293.6K0.2%ETFN/ACarmel, IN2026-10-19
Basso Capital Management, L.P.
2,880$289.6K0.1%ETFMediumStamford, CT2026-10-30
Sterling Investment Counsel, LLC
2,867$288.3K0.1%GrowthLowBuffalo, NY2026-10-19
Howard Wealth Management, LLC
2,841$285.8K0.1%ETFVery LowMadison, CT2026-10-28
XML Financial, LLC
2,815$283.1K0.0%ETFLowBethesda, MD2026-10-29
Powerhouse Assets LLC
2,789$280.4K0.2%ETFVery LowLincoln, MA2026-10-19
Beacon Financial Advisory LLC
2,686$270.0K0.1%ETFLowCleveland, OH2026-10-16
LexAurum Advisors, LLC
2,657$267.1K0.0%ETFLowOverland Park, KS2026-10-19
Woodward Diversified Capital, LLC
2,621$263.5K0.1%CoreLowBakersfield, CA2026-10-21
Richardson Financial Services Inc.
2,587$260.1K0.1%GrowthMediumMedway, MA2026-10-30
International Assets Investment Management, LLC
2,586$259.3K0.0%CoreVery HighOrlando, FL2026-11-02
Sacks & Associates, LLC
2,563$257.7K0.2%ETFLowWarren, NJ2026-10-09
Barrett & Company, Inc.
2,515$252.9K0.1%ETFLowProvidence, RI2026-10-22
SAX Wealth Advisors, LLC
2,442$245.6K0.0%ETFVery LowParsippany, NJ2026-10-13
Worth Asset Management, LLC
2,430$244.3K0.1%ETFHighDallas, TX2026-10-07
Onyx Bridge Wealth Group LLC
2,425$243.8K0.0%ETFMediumTarrytown, NY2026-10-16
Auour Investments LLC
2,327$233.9K0.1%ETFLowWoburn, MA2026-10-28
Econ Financial Services Corp
2,318$233.1K0.1%YieldVery HighHarrisburg, PA2026-10-19
Aletheian Wealth Advisors LLC
2,275$228.8K0.1%ETFVery LowBellevue, WA2026-10-08
Wealthcare Advisory Partners LLC
2,274$228.7K0.0%ETFLowWest Chester, PA2026-10-21
ADE, LLC
2,220$223.2K0.1%ETFLowBaltimore, MD2026-10-29
1900 Wealth Management LLC
2,211$222.3K0.0%ETFLowSan Antonio, TX2026-10-13
CWC Advisors, Llc.
2,193$220.5K0.1%GARPLowLake Oswego, OR2026-10-15
Titleist Asset Management, LLC
2,178$219.0K0.0%ETFLowSan Antonio, TX2026-10-08
Bauman Advisory Group, LLC
2,173$218.5K0.1%ETFMediumLas Vegas, NV2026-10-29
Glenview Trust Co
2,170$218.2K0.0%GrowthVery LowLouisville, KY2026-10-28
Avior Wealth Management, LLC
2,166$217.8K0.0%ETFMediumOmaha, NE2026-10-13
Ferguson Wellman Capital Management, Inc
2,162$217.4K0.0%CoreLowPortland, OR2026-10-05
Creative Financial Designs Inc
2,143$215.5K0.0%ETFMediumKokomo, IN2026-11-04
Valtinson Bruner Financial Planning LLC
2,059$207.0K0.1%ETFLowNew Brighton, MN2026-11-02
Global Assets Advisory, LLC
2,055$206.1K0.0%GrowthHighOrlando, FL2026-10-28
Sloy Dahl & Holst, LLC
2,000$201.1K0.0%Agg GrowthVery LowVancouver, WA2026-10-14
Leisure Capital Management
1,995$200.6K0.1%CoreLowCosta Mesa, CA2026-11-03
StrongBox Wealth, LLC
1,994$200.6K0.1%GrowthLowLee'S Summit, MO2026-11-02
Tradewinds Capital Management, LLC
1,902$191.2K0.0%ETFVery HighBellingham, WA2026-10-23
Harbor Investment Advisory, LLC
1,669$167.8K0.0%GrowthLowLutherville, MD2026-10-13
Kings Path Partners LLC
1,611$162.0K0.0%ETFVery LowSugar Land, TX2026-10-21
Gilpin Wealth Management, LLC
1,581$159.0K0.1%GrowthLowDenver, CO2026-10-09
Mather Group, Llc.
1,462$147.1K0.0%ETFMediumChicago, IL2026-10-14
Pacific Center for Financial Services
1,430$143.8K0.0%ETFMediumDanville, CA2026-10-15
Cape Investment Advisory, Inc.
1,319$132.6K0.0%ETFLowMcdonough, GA2026-10-13
FinArc Investments, Inc.
958$96.3K0.1%ValueLowNorwood, MA2026-10-14
Nvwm, LLC
760$76.4K0.0%GrowthMediumYardley, PA2026-10-14
Aspect Partners, LLC
700$70.4K0.0%ETFMediumFairfax, VA2026-10-20
Washington Trust Advisors, Inc.
660$66.4K0.0%GrowthLowWellesley, MA2026-10-22
Holos Integrated Wealth LLC
633$63.7K0.0%ETFLowKennett Square, PA2026-10-23
Mascoma Wealth Management LLC
618$62.1K0.0%ETFVery LowHanover, NH2026-10-23
Cherry Tree Wealth Management, LLC
599$60.2K0.0%ETFVery LowMinnetonka, MN2026-10-15
Tounjian Advisory Partners, LLC
575$57.8K0.0%GrowthHighFort Myers, FL2026-11-04
Golden State Wealth Management, LLC
570$57.3K0.0%ETFMediumSanta Ana, CA2026-11-02
Bangor Savings Bank
500$50.3K0.0%ETFLowBangor, ME2026-10-06
American National Bank & Trust
459$46.2K0.0%CoreVery LowWichita Falls, TX2026-10-07
Wilmington Savings Fund Society, FSB
437$43.9K0.0%CoreLowWilmington, DE2026-10-23
Signature Equity Partners, LLC
427$42.9K0.0%GrowthMediumColumbus, OH2026-10-29
Polaris Financial Partners
390$390.0%GrowthN/AWesterville, OH2026-10-02
Root Financial Partners, LLC
390$39.2K0.0%ETFMediumEncinitas, CA2026-10-21
Bfsg, LLC
351$35.3K0.0%CoreLowIrvine, CA2026-10-30
Networth Advisors, LLC
320$32.2K0.0%ETFMediumCanonsburg, PA2026-11-03
Nemes Rush Group LLC
316$31.8K0.0%CoreVery LowNovi, MI2026-11-04
Evolution Wealth Management Inc.
296$29.8K0.0%ETFMediumFort Myers, FL2026-10-28
Hara Capital LLC
288$29.0K0.0%Deep ValueMediumBellevue, WA2026-10-30
Kingdom Financial Group Llc.
281$28.3K0.0%ETFMediumPeoria, AZ2026-11-04
Register Financial Advisors LLC
244$24.6K0.0%GARPLowAtlanta, GA2026-10-23
Montgomery Financial Services LLC
238$23.9K0.0%ETFN/AOcean City, MD2026-11-03
CX Institutional
224$230.0%CoreMediumAuburn, IN2026-10-02
Pinnacle Wealth Planning Services, Inc.
200$20.1K0.0%GARPLowMansfield, OH2026-10-27
Sunrise Financial Services, LLC
157$15.8K0.0%ETFMediumBurien, WA2026-10-21
Wolff Wiese Magana LLC
155$15.6K0.0%GrowthLowCarslbad, CA2026-10-15
Elevated Capital Advisors, LLC
154$15.5K0.0%ETFMediumSandy, UT2026-11-04
Monetary Solutions, Ltd
140$14.1K0.0%ETFVery LowDayton, OH2026-10-22
Costello Asset Management, Inc
131$13.1K0.0%CoreLowFeasterville, PA2026-10-30
Gamma Investing LLC
128$12.9K0.0%IndexVery LowFoster City, CA2026-10-08
1620 Investment Advisors, Inc.
124$12.5K0.0%ValueLowPlymouth, MA2026-11-04
Independence Bank of Kentucky
122$12.3K0.0%GrowthLowOwensboro, KY2026-10-26
Mainstream Capital Management LLC
104$10.5K0.0%GrowthLowLos Angeles, CA2026-10-23
Y.D. More Investments Ltd
99$10.0K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Olistico Wealth, LLC
98$9.9K0.0%GrowthVery LowTulsa, OK2026-10-05
Hughes Financial Services, LLC
95$9.6K0.0%ETFLowHerndon, VA2026-10-30
Caldwell Trust Co
72$7.2K0.0%GrowthLowVenice, FL2026-10-30
Latitude Advisors, LLC
70$7.0K0.0%ETFLowYorkville, IL2026-10-27
MidAtlantic Capital Management, Inc.
50$5.0K0.0%ETFVery LowRichmond, VA2026-11-05
Key Capital Management, Inc
37$3.7K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
TD Private Client Wealth LLC
26$2.6K0.0%ETFLowNew York, NY2026-10-28
Financial Network Wealth Advisors LLC
23$2.3K0.0%ETFLowMurray, UT2026-10-28
GHP Investment Advisors, Inc.
20$2.0K0.0%CoreVery LowDenver, CO2026-10-15
Hilltop National Bank
16$1.6K0.0%CoreLowCasper, WY2026-10-14
Provenance Wealth Advisors, LLC
14$1.4K0.0%ETFLowFort Lauderdale, FL2026-10-30
William Mack & Associates, Inc.
4$4030.0%ETFLowTroy, MI2026-10-27
Prairie Wealth Advisors, Inc.
0$307.4K0.1%CoreVery LowOmaha, NE2026-10-29