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Akre Focus ETF (AKRE)

CUSIP: 74316P579 | NYSE | 581 institutional holders

Quarters

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

LPL Financial LLC1,276,280
0.0% of portfolio›$67.2M
Chemistry Wealth Management LLC930,926
7.7% of portfolio›$49.0M
Montis Financial, LLC802,531
8.7% of portfolio›$42.3M
Mesirow Financial Investment Management, Inc.634,049
0.5% of portfolio›$33.4M
Wealth Enhancement Advisory Services, LLC533,774
0.0% of portfolio›$28.8M
Parisi Gray Wealth Management350,263
3.7% of portfolio›$18.4M
Affiance Financial, LLC345,037
2.6% of portfolio›$18.2M
Cross Staff Investments Inc289,951
9.1% of portfolio›$15.3M
Equitable Trust Co218,050
0.5% of portfolio›$11.5M
Commonwealth Equity Services, LLC197,072
0.0% of portfolio›$10.4M
New England Private Wealth Advisors LLC194,997
1.0% of portfolio›$10.3M
Cambridge Investment Research Advisors, Inc.187,626
0.0% of portfolio›$9.9K
Focus Financial Network, Inc.182,258
0.3% of portfolio›$9.6M
Assetmark, Inc174,058
0.0% of portfolio›$9.2M
Compton Wealth Advisory Group, LLC151,125
1.7% of portfolio›$8.1M
Perigon Wealth Management, LLC138,476
0.1% of portfolio›$7.3M
Lido Advisors, LLC130,897
0.0% of portfolio›$6.9M
Lighthouse Wealth Management Inc.122,535
3.9% of portfolio›$6.5M
Allworth Financial LP116,384
0.0% of portfolio›$6.2M
NBZ Investment Advisors LLC111,657
2.3% of portfolio›$5.9M
Kestra Advisory Services, LLC106,344
0.0% of portfolio›$5.6M
Creative Planning97,407
0.0% of portfolio›$5.1M
Davenport & Co LLC94,969
0.0% of portfolio›$5.0M
Truist Financial Corp90,164
0.0% of portfolio›$4.7M
Modera Wealth Management, LLC84,249
0.0% of portfolio›$4.4M
JBR Co Financial Management Inc79,841
1.7% of portfolio›$4.3M
Simon Quick Advisors, LLC69,858
0.1% of portfolio›$3.7M
Aprio Wealth Management, LLC67,321
0.2% of portfolio›$3.5M
HB Wealth Management, LLC65,493
0.0% of portfolio›$3.4M
Capital Advisors, Ltd. LLC64,715
0.0% of portfolio›$3.4K
Concurrent Investment Advisors, LLC56,796
0.0% of portfolio›$3.0M
Bokf, NA55,355
0.0% of portfolio›$2.9M
Meridian Wealth Management, LLC54,450
0.1% of portfolio›$2.4M
Marion Wealth Management54,413
0.6% of portfolio›$2.9M
Blume Capital Management, Inc.51,783
0.4% of portfolio›$2.7M
Walled Lake Planning & Wealth Management, LLC46,267
0.6% of portfolio›$2.4M
Bank of New York Mellon Corp44,759
0.0% of portfolio›$2.4M
Lynx Investment Advisory41,254
0.7% of portfolio›$2.2M
Sowell Financial Services LLC41,192
0.1% of portfolio›$2.2M
S.A. Mason LLC40,916
0.6% of portfolio›$2.2M
Banyan Capital Management, Inc.39,911
0.9% of portfolio›$2.1M
Fifth Third Bancorp38,577
0.0% of portfolio›$2.0M
Prime Capital Investment Advisors, LLC37,708
0.0% of portfolio›$2.0M
Voisard Asset Management Group, Inc.36,551
0.4% of portfolio›$1.9M
Adkins Seale Capital Management LLC36,027
1.6% of portfolio›$1.9M
Calamos Wealth Management LLC35,103
0.1% of portfolio›$1.8M
Wedmont Private Capital33,368
0.0% of portfolio›$1.8M
Salem Investment Counselors Inc33,208
0.0% of portfolio›$1.7M
Chicago Partners Investment Group LLC31,322
0.0% of portfolio›$1.9M
Baldwin Wealth Partners LLC30,960
0.1% of portfolio›$1.6M
IFP Advisors, Inc30,499
0.0% of portfolio›$1.6M
First Pacific Financial29,757
0.2% of portfolio›$1.6M
Karras Company, Inc.29,045
1.4% of portfolio›$1.5M
Prospera Financial Services Inc28,602
0.0% of portfolio›$1.7M
Cliftonlarsonallen Wealth Advisors, LLC27,425
0.0% of portfolio›$1.4M
Savant Capital, LLC27,122
0.0% of portfolio›$1.4M
Macroview Investment Management LLC25,951
0.8% of portfolio›$1.4M
Visionary Wealth Advisors25,266
0.1% of portfolio›$1.3M
Romano Brothers and Company24,460
0.1% of portfolio›$1.3M
Longview Financial Advisors, Inc.24,098
0.7% of portfolio›$1.3M
Merit Financial Group, LLC23,903
0.0% of portfolio›$1.3M
LexAurum Advisors, LLC23,086
0.1% of portfolio›$1.2M
Kestra Private Wealth Services, LLC22,346
0.0% of portfolio›$1.2M
BIP Wealth, LLC22,139
0.0% of portfolio›$1.2M
Retirement Planning Group, LLC22,137
0.0% of portfolio›$1.2M
Compass Wealth Management, LLC22,132
0.5% of portfolio›$1.2M
Aspect Partners, LLC21,938
0.4% of portfolio›$1.2M
Royal Fund Management, LLC19,917
0.1% of portfolio›$1.0M
Value Investment Professionals, LLC19,788
0.9% of portfolio›$1.0M
Steel Grove Capital Advisors, LLC19,285
0.1% of portfolio›$1.0M
Carnegie Investment Counsel17,687
0.0% of portfolio›$931.6K
J.W. Cole Advisors, Inc.17,681
0.0% of portfolio›$931.3K
PDS Planning, Inc16,954
0.1% of portfolio›$893.0K
Capital Advisors Wealth Management, LLC16,659
0.1% of portfolio›$877.4K
Forbes J M & Co LLP16,558
0.1% of portfolio›$872.1K
Compound Planning, Inc.16,494
0.0% of portfolio›$868.7K
Live Oak Private Wealth LLC16,317
0.1% of portfolio›$859.4K
Koshinski Asset Management, Inc.16,291
0.0% of portfolio›$858.0K
Moneco Advisors, LLC16,121
0.0% of portfolio›$849.1K
Parallel Advisors, LLC16,103
0.0% of portfolio›$848.1K
Whitcomb & Hess, Inc.15,679
0.2% of portfolio›$825.8K
Farther Finance Advisors, LLC15,665
0.0% of portfolio›$825.1K
Sapient Capital LLC15,541
0.0% of portfolio›$818.5K
Meridian Financial Partners LLC15,177
0.3% of portfolio›$875.0K
RFG Advisory, LLC15,085
0.0% of portfolio›$794.5K
Joel Isaacson & Co., LLC14,810
0.0% of portfolio›$780.0K
Clark Wealth Partners14,452
0.4% of portfolio›$761.2K
ARS Wealth Advisors Group, LLC14,377
0.1% of portfolio›$757.2K
Independent Financial Group, LLC13,854
0.0% of portfolio›$729.7K
Winebrenner Capital Management LLC13,123
0.4% of portfolio›$691.2K
Demars Financial Group, LLC12,749
0.2% of portfolio›$671.5K
BlueChip Wealth Advisors LLC12,127
0.2% of portfolio›$638.7K
Apollon Wealth Management, LLC12,079
0.0% of portfolio›$636.2K
Frontier Asset Management, LLC12,012
0.1% of portfolio›$632.7K
Greatmark Investment Partners, Inc.11,647
0.1% of portfolio›$613.4K
Mather Group, Llc.11,148
0.0% of portfolio›$587.2K
CX Institutional10,803
0.0% of portfolio›$569
Beacon Financial Planning, Inc10,756
0.2% of portfolio›$566.5K
Avidian Wealth Enterprises, LLC9,873
0.0% of portfolio›$520.0K
Colorado Capital Management, Inc.9,761
0.0% of portfolio›$514
Sentinel Trust Co LBA9,544
0.0% of portfolio›$503
R. W. Roge & Company, Inc.9,376
0.0% of portfolio›$494
Elevation Point Wealth Partners, LLC9,295
0.0% of portfolio›$489.6K
Russell Investments Group, Ltd.9,230
0.0% of portfolio›$486.1K
Clarity Capital Advisors, LLC9,021
0.2% of portfolio›$475.1K
Brookstone Capital Management8,824
0.0% of portfolio›$464.8K
First Heartland Consultants, Inc.8,770
0.0% of portfolio›$461.9K
Summit Asset Management, LLC8,713
0.1% of portfolio›$458.9K
RM Financial Services, LLC8,593
0.3% of portfolio›$452.6K
Allen Capital Group, LLC8,475
0.0% of portfolio›$446.4K
Wealthcare Advisory Partners LLC8,376
0.0% of portfolio›$441.2K
Global View Capital Management LLC8,295
0.1% of portfolio›$436.9K
Sentinel Pension Advisors, LLC7,901
0.1% of portfolio›$416.1K
AMG National Trust Bank7,781
0.0% of portfolio›$409.8K
US Bancorp \de\7,542
0.0% of portfolio›$397.2K
ZWJ Investment Counsel Inc7,162
0.0% of portfolio›$377.2K
Oak Barrel Wealth Advisory LLC7,073
0.2% of portfolio›$372.5K
BLB&B Advisors, LLC6,800
0.0% of portfolio›$358.2K
Annex Advisory Services, LLC6,755
0.0% of portfolio›$355.8K
LongView Wealth Management6,755
0.1% of portfolio›$355.8K
Flagship Harbor Advisors, LLC6,580
0.0% of portfolio›$346.5K
Creative Financial Designs Inc6,533
0.0% of portfolio›$344.1K
Mission Wealth Management, LP6,524
0.0% of portfolio›$343.6K
Sovran Advisors, LLC6,492
0.0% of portfolio›$380.0K
Clear Creek Financial Management, LLC6,430
0.0% of portfolio›$338.7K
Long Island Wealth Management, Inc.6,371
0.1% of portfolio›$335.6K
AdvisorNet Financial, Inc6,265
0.0% of portfolio›$348.8K
Chapin Davis, Inc.6,010
0.1% of portfolio›$316.5K
Kingswood Wealth Advisors, LLC5,993
0.0% of portfolio›$315.7K
Woodard & Co Asset Management Group Inc5,954
0.0% of portfolio›$313.6K
SBK Financial, Inc.5,912
0.1% of portfolio›$311.4K
Valley National Advisers Inc5,869
0.0% of portfolio›$309.1K
Apollon Financial, LLC5,823
0.0% of portfolio›$306.7K
Private Trust Co NA5,812
0.0% of portfolio›$306.1K
StoneX Group Inc.5,778
0.0% of portfolio›$334.0K
Clearstead Trust, LLC5,562
0.0% of portfolio›$293.0K
Arkansas Financial Group, Inc.5,559
0.0% of portfolio›$292.8K
Thrivent Financial for Lutherans5,500
0.0% of portfolio›$294
Tanglewood Wealth Management, Inc.5,487
0.0% of portfolio›$289.0K
Garde Capital, Inc.5,476
0.0% of portfolio›$288.4K
KCM Investment Advisors LLC5,452
0.0% of portfolio›$287.1K
Weinberger Asset Management, Inc5,384
0.1% of portfolio›$283.6K
Evergreen Capital Management LLC5,295
0.0% of portfolio›$278.9K
Flywheel Private Wealth LLC5,262
0.1% of portfolio›$277.2K
Appleton Partners Inc5,251
0.0% of portfolio›$277
Uniting Wealth Partners, LLC5,225
0.1% of portfolio›$275.2K
Evanson Financial, LLC5,208
0.0% of portfolio›$274.3K
Cora Capital Advisors LLC5,087
0.1% of portfolio›$267.9K
SeaCrest Wealth Management, LLC5,071
0.0% of portfolio›$267.1K
Altfest L J & Co Inc5,060
0.0% of portfolio›$266.5K
Weatherly Asset Management L. P.4,976
0.0% of portfolio›$262.1K
Black Diamond Financial, LLC4,860
0.0% of portfolio›$256.0K
Breakwater Capital Group4,853
0.0% of portfolio›$255.6K
Fisher Asset Management, LLC4,823
0.0% of portfolio›$254.0K
Klingman & Associates, LLC4,640
0.0% of portfolio›$244.4K
Choreo, LLC4,589
0.0% of portfolio›$241.7K
A&I Financial Services, LLC4,500
0.1% of portfolio›$237.0K
Cynosure Group, LLC4,355
0.0% of portfolio›$229.4K
Insight Advisors, LLC/ PA4,318
0.0% of portfolio›$227.4K
Dumont & Blake Investment Advisors LLC4,292
0.1% of portfolio›$226.1K
Advisory Solutions Group, LLC4,242
0.0% of portfolio›$223.4K
JB Capital LLC4,180
0.0% of portfolio›$220.2K
Verdence Capital Advisors LLC4,080
0.0% of portfolio›$214.9K
Vise Technologies, Inc.4,034
0.0% of portfolio›$212.5K
Fenimore Asset Management Inc4,027
0.0% of portfolio›$212.1K
Abound Wealth Management4,002
0.0% of portfolio›$210.8K
Birch Hill Investment Advisors LLC4,000
0.0% of portfolio›$210.7K
Capital Planning LLC3,997
0.1% of portfolio›$210.5K
Legacy Solutions, LLC3,971
0.2% of portfolio›$209.2K
Gilliland Jeter Wealth Management LLC3,944
0.1% of portfolio›$207.7K
Dhjj Financial Advisors, Ltd.3,719
0.1% of portfolio›$195.9K
Clearstead Advisors, LLC3,561
0.0% of portfolio›$187.5K
MassMutual Private Wealth & Trust, FSB2,932
0.0% of portfolio›$154.4K
Toth Financial Advisory Corp2,929
0.0% of portfolio›$154.3K
Larson Financial Group LLC2,881
0.0% of portfolio›$151.7K
Silver Grove Financial Group, Inc.2,850
0.1% of portfolio›$150.1K
Intelligent Financial Strategies2,775
0.1% of portfolio›$146.2K
Blue Trust, Inc.2,729
0.0% of portfolio›$143.7K
Archer Investment Corp2,699
0.0% of portfolio›$142.2K
Tompkins Financial Corp2,687
0.0% of portfolio›$141.5K
Armstrong Advisory Group, Inc2,601
0.0% of portfolio›$137.0K
Provenance Wealth Advisors, LLC2,569
0.0% of portfolio›$135.3K
CrossGen Wealth, LLC2,479
0.1% of portfolio›$130.6K
Stone House Investment Management, LLC2,392
0.0% of portfolio›$126.0K
Cassaday & Co Wealth Management LLC1,920
0.0% of portfolio›$101.1K
PNC Financial Services Group, Inc.1,900
0.0% of portfolio›$100.1K
Montag A & Associates Inc1,657
0.0% of portfolio›$87.3K
Pacific Center for Financial Services1,598
0.0% of portfolio›$84.2K
EverSource Wealth Advisors, LLC1,458
0.0% of portfolio›$76.8K
Winch Advisory Services, LLC1,389
0.0% of portfolio›$73.2K
Lanark Financial, Inc.1,259
0.0% of portfolio›$66.3K
Rossby Financial, LCC1,218
0.0% of portfolio›$64.2K
Tradewinds Capital Management, LLC1,198
0.0% of portfolio›$63.1K
Albion Financial Group1,136
0.0% of portfolio›$59.8K
First Command Advisory Services, Inc.1,043
0.0% of portfolio›$54.9K
Salomon & Ludwin, LLC893
0.0% of portfolio›$47.0K
Owl Creek Wealth Partners LLC852
0.0% of portfolio›$44.9K
Wolff Wiese Magana LLC792
0.0% of portfolio›$41.7K
Bayban788
0.0% of portfolio›$41.9K
Pathway Financial Advisers, LLC732
0.0% of portfolio›$38.5K
Pinnacle Wealth Planning Services, Inc.670
0.0% of portfolio›$35.3K
UMB Bank, n.a.497
0.0% of portfolio›$26.2K
Elevation Wealth Partners, LLC484
0.0% of portfolio›$25.5K
Creative Capital Management Investments LLC476
0.0% of portfolio›$25.1K
Nfsg Corp377
0.0% of portfolio›$19.9K
Harbor Investment Advisory, LLC369
0.0% of portfolio›$19.4K
Root Financial Partners, LLC359
0.0% of portfolio›$18.9K
Hurley Capital, LLC331
0.0% of portfolio›$17.4K
Golden State Wealth Management, LLC321
0.0% of portfolio›$16.9K
Harbor Asset Planning, Inc.275
0.0% of portfolio›$14.5K
Westside Investment Management, Inc.259
0.0% of portfolio›$13.7K
Kozak & Associates, Inc.221
0.0% of portfolio›$12.8K
Avion Wealth185
0.0% of portfolio›$9
GoalVest Advisory LLC182
0.0% of portfolio›$9.6K
Balance Wealth Partners LLC175
0.0% of portfolio›$9.2K
Central Trust Co146
0.0% of portfolio›$7.7K
Byrne Asset Management LLC114
0.0% of portfolio›$6.1K
Physician Wealth Advisors, Inc.92
0.0% of portfolio›$4.8K
Financial Consulate, Inc80
0.0% of portfolio›$4.2K
Horizons Wealth Management40
0.0% of portfolio›$2.1K
Citigroup Inc5
0.0% of portfolio›$263
StyleTurnoverLocationFiled
LPL Financial LLC
1,276,280$67.2M0.0%IndexVery LowFort Mill, SC2026-11-06
Chemistry Wealth Management LLC
930,926$49.0M7.7%CoreLowNew York, NY2026-10-16
Montis Financial, LLC
802,531$42.3M8.7%ETFLowWaltham, MA2026-11-04
Mesirow Financial Investment Management, Inc.
634,049$33.4M0.5%CoreLowChicago, IL2026-11-05
Wealth Enhancement Advisory Services, LLC
533,774$28.8M0.0%CoreLowPlymouth, MN2026-10-13
Parisi Gray Wealth Management
350,263$18.4M3.7%GrowthLowMendham, NJ2026-10-16
Affiance Financial, LLC
345,037$18.2M2.6%ETFVery LowSt. Louis Park, MN2026-10-15
Cross Staff Investments Inc
289,951$15.3M9.1%CoreVery LowPittsford, NY2026-10-22
Equitable Trust Co
218,050$11.5M0.5%CoreLowNashville, TN2026-10-13
Commonwealth Equity Services, LLC
197,072$10.4M0.0%ETFLowWaltham, MA2026-11-02
New England Private Wealth Advisors LLC
194,997$10.3M1.0%ETFVery LowWellesley, MA2026-10-19
Cambridge Investment Research Advisors, Inc.
187,626$9.9K0.0%ETFLowFairfield, IA2026-11-02
Focus Financial Network, Inc.
182,258$9.6M0.3%ETFLowMinneapolis, MN2026-10-14
Assetmark, Inc
174,058$9.2M0.0%ETFLowConcord, CA2026-10-21
Compton Wealth Advisory Group, LLC
151,125$8.1M1.7%ETFVery LowVirginia Beach, VA2026-10-13
Perigon Wealth Management, LLC
138,476$7.3M0.1%GrowthLowSan Francisco, CA2026-10-22
Lido Advisors, LLC
130,897$6.9M0.0%GrowthLowLos Angeles, CA2026-11-04
Lighthouse Wealth Management Inc.
122,535$6.5M3.9%ETFLowAshland, OH2026-10-13
Allworth Financial LP
116,384$6.2M0.0%IndexLowFolsom, CA2026-11-06
NBZ Investment Advisors LLC
111,657$5.9M2.3%ETFLowKnoxville, TN2026-10-30
Kestra Advisory Services, LLC
106,344$5.6M0.0%CoreLowAustin, TX2026-11-02
Creative Planning
97,407$5.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Davenport & Co LLC
94,969$5.0M0.0%CoreMediumRichmond, VA2026-10-14
Truist Financial Corp
90,164$4.7M0.0%CoreLowCharlotte, NC2026-10-30
Modera Wealth Management, LLC
84,249$4.4M0.0%ETFVery LowWestwood, NJ2026-10-28
JBR Co Financial Management Inc
79,841$4.3M1.7%GrowthLowArdmore, OK2026-10-13
Simon Quick Advisors, LLC
69,858$3.7M0.1%ETFLowMorristown, NJ2026-10-26
Aprio Wealth Management, LLC
67,321$3.5M0.2%ETFMediumAtlanta, GA2026-10-28
HB Wealth Management, LLC
65,493$3.4M0.0%IndexVery LowAtlanta, GA2026-10-23
Capital Advisors, Ltd. LLC
64,715$3.4K0.0%ETFLowShaker Heights, OH2026-10-27
Concurrent Investment Advisors, LLC
56,796$3.0M0.0%GrowthMediumTampa, FL2026-10-16
Bokf, NA
55,355$2.9M0.0%CoreLowTulsa, OK2026-10-27
Meridian Wealth Management, LLC
54,450$2.4M0.1%GrowthLowLexington, KY2026-11-05
Marion Wealth Management
54,413$2.9M0.6%ETFVery LowMonroeville, PA2026-10-22
Blume Capital Management, Inc.
51,783$2.7M0.4%CoreMediumBerkeley, CA2026-10-26
Walled Lake Planning & Wealth Management, LLC
46,267$2.4M0.6%ETFLowHighland Park, IL2026-10-29
Bank of New York Mellon Corp
44,759$2.4M0.0%CoreLowNew York, NY2026-11-05
Lynx Investment Advisory
41,254$2.2M0.7%ETFLowWashington, Dc, DC2026-10-27
Sowell Financial Services LLC
41,192$2.2M0.1%CoreLowNorth Little Rock, AR2026-10-23
S.A. Mason LLC
40,916$2.2M0.6%GrowthVery LowHolland, MI2026-10-13
Banyan Capital Management, Inc.
39,911$2.1M0.9%Deep ValueLowAtlanta, GA2026-11-05
Fifth Third Bancorp
38,577$2.0M0.0%IndexVery LowCincinnati, OH2026-11-05
Prime Capital Investment Advisors, LLC
37,708$2.0M0.0%ETFLowOverland Park, KS2026-10-20
Voisard Asset Management Group, Inc.
36,551$1.9M0.4%ETFLowGrand Rapids, MI2026-10-13
Adkins Seale Capital Management LLC
36,027$1.9M1.6%CoreVery LowShreveport, LA2026-10-27
Calamos Wealth Management LLC
35,103$1.8M0.1%GrowthMediumNaperville, IL2026-11-02
Wedmont Private Capital
33,368$1.8M0.0%IndexVery LowWest Chester, PA2026-10-09
Salem Investment Counselors Inc
33,208$1.7M0.0%GrowthVery LowWinston-Salem, NC2026-10-13
Chicago Partners Investment Group LLC
31,322$1.9M0.0%GARPLowChicago, IL2026-10-27
Baldwin Wealth Partners LLC
30,960$1.6M0.1%GrowthLowMarion, MA2026-10-13
IFP Advisors, Inc
30,499$1.6M0.0%GrowthLowTampa, FL2026-10-16
First Pacific Financial
29,757$1.6M0.2%ETFLowVancouver, WA2026-10-14
Karras Company, Inc.
29,045$1.5M1.4%GrowthLowRoy, UT2026-10-16
Prospera Financial Services Inc
28,602$1.7M0.0%CoreMediumDallas, TX2026-11-04
Cliftonlarsonallen Wealth Advisors, LLC
27,425$1.4M0.0%ETFLowMinneapolis, MN2026-10-14
Savant Capital, LLC
27,122$1.4M0.0%IndexVery LowRockford, IL2026-11-06
Macroview Investment Management LLC
25,951$1.4M0.8%ETFLowBethesda, MD2026-10-26
Visionary Wealth Advisors
25,266$1.3M0.1%ETFLowO'Fallon, IL2026-11-04
Romano Brothers and Company
24,460$1.3M0.1%CoreLowEvanston, IL2026-10-22
Longview Financial Advisors, Inc.
24,098$1.3M0.7%ETFVery LowHuntsville, AL2026-10-09
Merit Financial Group, LLC
23,903$1.3M0.0%ETFLowAlpharetta, GA2026-11-06
LexAurum Advisors, LLC
23,086$1.2M0.1%ETFLowOverland Park, KS2026-10-19
Kestra Private Wealth Services, LLC
22,346$1.2M0.0%GrowthLowAustin, TX2026-11-06
BIP Wealth, LLC
22,139$1.2M0.0%ETFMediumAtlanta, GA2026-10-22
Retirement Planning Group, LLC
22,137$1.2M0.0%ETFVery LowLeawood, KS2026-10-19
Compass Wealth Management, LLC
22,132$1.2M0.5%ETFMediumAtlanta, GA2026-10-30
Aspect Partners, LLC
21,938$1.2M0.4%ETFMediumFairfax, VA2026-10-20
Royal Fund Management, LLC
19,917$1.0M0.1%GrowthMediumLady Lake, FL2026-10-22
Value Investment Professionals, LLC
19,788$1.0M0.9%ETFHighNew York, NY2026-10-13
Steel Grove Capital Advisors, LLC
19,285$1.0M0.1%ETFLowMemphis, TN2026-10-13
Carnegie Investment Counsel
17,687$931.6K0.0%CoreLowPepper Pike, OH2026-10-20
J.W. Cole Advisors, Inc.
17,681$931.3K0.0%IndexLowTampa, FL2026-11-05
PDS Planning, Inc
16,954$893.0K0.1%IndexVery LowDublin, OH2026-11-03
Capital Advisors Wealth Management, LLC
16,659$877.4K0.1%ETFLowYakima, WA2026-10-09
Forbes J M & Co LLP
16,558$872.1K0.1%GrowthVery LowBoston, MA2026-10-16
Compound Planning, Inc.
16,494$868.7K0.0%CoreLowNew York, NY2026-11-05
Live Oak Private Wealth LLC
16,317$859.4K0.1%ValueLowWilmington, NC2026-11-02
Koshinski Asset Management, Inc.
16,291$858.0K0.0%ETFLowDecatur, IL2026-10-29
Moneco Advisors, LLC
16,121$849.1K0.0%ETFLowFairfield, CT2026-11-05
Parallel Advisors, LLC
16,103$848.1K0.0%IndexLowSan Francisco, CA2026-11-03
Whitcomb & Hess, Inc.
15,679$825.8K0.2%ETFVery LowAshland, OH2026-10-07
Farther Finance Advisors, LLC
15,665$825.1K0.0%IndexLowSan Francisco, CA2026-10-08
Sapient Capital LLC
15,541$818.5K0.0%GrowthMediumIndianapolis, IN2026-10-08
Meridian Financial Partners LLC
15,177$875.0K0.3%GrowthLowWarrenton, VA2026-10-23
RFG Advisory, LLC
15,085$794.5K0.0%ETFMediumBirmingham, AL2026-11-03
Joel Isaacson & Co., LLC
14,810$780.0K0.0%ETFVery LowNew York, NY2026-11-05
Clark Wealth Partners
14,452$761.2K0.4%ETFVery LowO'Fallon, IL2026-10-19
ARS Wealth Advisors Group, LLC
14,377$757.2K0.1%CoreLowSt. Petersburg, FL2026-10-16
Independent Financial Group, LLC
13,854$729.7K0.0%GrowthLowSan Diego, CA2026-10-13
Winebrenner Capital Management LLC
13,123$691.2K0.4%ETFLowLouisville, KY2026-10-07
Demars Financial Group, LLC
12,749$671.5K0.2%ETFLowSpokane Valley, WA2026-10-22
BlueChip Wealth Advisors LLC
12,127$638.7K0.2%ETFMediumMilton, GA2026-11-03
Apollon Wealth Management, LLC
12,079$636.2K0.0%GrowthLowMount Pleasant, SC2026-10-23
Frontier Asset Management, LLC
12,012$632.7K0.1%ETFLowSheridan, WY2026-10-28
Greatmark Investment Partners, Inc.
11,647$613.4K0.1%ValueVery LowColumbus, GA2026-10-28
Mather Group, Llc.
11,148$587.2K0.0%ETFMediumChicago, IL2026-10-14
CX Institutional
10,803$5690.0%CoreMediumAuburn, IN2026-10-02
Beacon Financial Planning, Inc
10,756$566.5K0.2%ETFVery LowHyannis, MA2026-11-04
Avidian Wealth Enterprises, LLC
9,873$520.0K0.0%ETFLowHouston, TX2026-10-08
Colorado Capital Management, Inc.
9,761$5140.0%ETFVery LowBoulder, CO2026-10-15
Sentinel Trust Co LBA
9,544$5030.0%ETFVery LowHouston, TX2026-11-03
R. W. Roge & Company, Inc.
9,376$4940.0%ETFVery LowBohemia, NY2026-11-04
Elevation Point Wealth Partners, LLC
9,295$489.6K0.0%CoreHighDenver, CO2026-11-05
Russell Investments Group, Ltd.
9,230$486.1K0.0%CoreLowSeattle, WA2026-11-06
Clarity Capital Advisors, LLC
9,021$475.1K0.2%ETFVery LowLakewood Ranch, FL2026-10-27
Brookstone Capital Management
8,824$464.8K0.0%ETFMediumWheaton, IL2026-10-22
First Heartland Consultants, Inc.
8,770$461.9K0.0%ETFMediumLake St. Louis, MO2026-10-08
Summit Asset Management, LLC
8,713$458.9K0.1%ETFLowMemphis, TN2026-11-05
RM Financial Services, LLC
8,593$452.6K0.3%ETFVery LowFalmouth, ME2026-11-03
Allen Capital Group, LLC
8,475$446.4K0.0%CoreLowGrand Island, NE2026-10-27
Wealthcare Advisory Partners LLC
8,376$441.2K0.0%ETFLowWest Chester, PA2026-10-21
Global View Capital Management LLC
8,295$436.9K0.1%ETFHighWaukesha, WI2026-10-28
Sentinel Pension Advisors, LLC
7,901$416.1K0.1%ETFLowWakefield, MA2026-11-02
AMG National Trust Bank
7,781$409.8K0.0%ETFLowGreenwood Village, CO2026-11-05
US Bancorp \de\
7,542$397.2K0.0%IndexLowMinneapolis, MN2026-11-05
ZWJ Investment Counsel Inc
7,162$377.2K0.0%CoreLowAtlanta, GA2026-10-15
Oak Barrel Wealth Advisory LLC
7,073$372.5K0.2%ETFN/AReston, VA2026-11-05
BLB&B Advisors, LLC
6,800$358.2K0.0%ETFLowMontgomeryville, PA2026-10-27
Annex Advisory Services, LLC
6,755$355.8K0.0%GrowthHighBrookfield, WI2026-10-16
LongView Wealth Management
6,755$355.8K0.1%ETFLowAtlanta, GA2026-10-19
Flagship Harbor Advisors, LLC
6,580$346.5K0.0%ETFMediumBoston, MA2026-10-26
Creative Financial Designs Inc
6,533$344.1K0.0%ETFMediumKokomo, IN2026-11-04
Mission Wealth Management, LP
6,524$343.6K0.0%ETFLowSanta Barbara, CA2026-10-15
Sovran Advisors, LLC
6,492$380.0K0.0%ETFMediumSan Diego, CA2026-11-02
Clear Creek Financial Management, LLC
6,430$338.7K0.0%ETFMediumSilverdale, WA2026-10-28
Long Island Wealth Management, Inc.
6,371$335.6K0.1%ETFLowMelville, NY2026-10-20
AdvisorNet Financial, Inc
6,265$348.8K0.0%ETFLowMinnetonka, MN2026-10-15
Chapin Davis, Inc.
6,010$316.5K0.1%GrowthHighBaltimore, MD2026-10-09
Kingswood Wealth Advisors, LLC
5,993$315.7K0.0%GrowthLowSan Diego, CA2026-10-23
Woodard & Co Asset Management Group Inc
5,954$313.6K0.0%ETFMediumBermuda Run, NC2026-11-03
SBK Financial, Inc.
5,912$311.4K0.1%N/AN/ARichmond, VA2026-11-02
Valley National Advisers Inc
5,869$309.1K0.0%ETFLowBethlehem, PA2026-10-23
Apollon Financial, LLC
5,823$306.7K0.0%ETFVery LowMount Pleasant, SC2026-10-23
Private Trust Co NA
5,812$306.1K0.0%CoreLowCleveland, OH2026-10-20
StoneX Group Inc.
5,778$334.0K0.0%ETFMediumNew York, NY2026-11-03
Clearstead Trust, LLC
5,562$293.0K0.0%GrowthLowPortland, ME2026-11-06
Arkansas Financial Group, Inc.
5,559$292.8K0.0%ETFVery LowLittle Rock, AR2026-10-26
Thrivent Financial for Lutherans
5,500$2940.0%GARPMediumMinneapolis, MN2026-11-05
Tanglewood Wealth Management, Inc.
5,487$289.0K0.0%ETFMediumHouston, TX2026-10-23
Garde Capital, Inc.
5,476$288.4K0.0%ETFLowSeattle, WA2026-10-29
KCM Investment Advisors LLC
5,452$287.1K0.0%CoreVery LowGreenbrae, CA2026-10-27
Weinberger Asset Management, Inc
5,384$283.6K0.1%ETFVery LowLos Angeles, CA2026-10-28
Evergreen Capital Management LLC
5,295$278.9K0.0%GARPMediumBellevue, WA2026-10-23
Flywheel Private Wealth LLC
5,262$277.2K0.1%ETFVery LowLos Altos, CA2026-11-02
Appleton Partners Inc
5,251$2770.0%GrowthLowBoston, MA2026-10-30
Uniting Wealth Partners, LLC
5,225$275.2K0.1%CoreMediumDenver, CO2026-11-06
Evanson Financial, LLC
5,208$274.3K0.0%ETFN/AMclean, VA2026-10-23
Cora Capital Advisors LLC
5,087$267.9K0.1%ETFLowMarlton, NJ2026-11-02
SeaCrest Wealth Management, LLC
5,071$267.1K0.0%GrowthLowPurchase, NY2026-10-21
Altfest L J & Co Inc
5,060$266.5K0.0%ETFHighNew York, NY2026-10-27
Weatherly Asset Management L. P.
4,976$262.1K0.0%GrowthVery LowDel Mar, CA2026-10-20
Black Diamond Financial, LLC
4,860$256.0K0.0%ETFVery LowTowson, MD2026-10-26
Breakwater Capital Group
4,853$255.6K0.0%ETFLowParamus, NJ2026-10-09
Fisher Asset Management, LLC
4,823$254.0K0.0%CoreLowPlano, TX2026-11-06
Klingman & Associates, LLC
4,640$244.4K0.0%ETFVery LowNew York, NY2026-10-20
Choreo, LLC
4,589$241.7K0.0%IndexLowRockford, IL2026-10-28
A&I Financial Services, LLC
4,500$237.0K0.1%ETFHighLone Tree, CO2026-10-15
Cynosure Group, LLC
4,355$229.4K0.0%ETFMediumSalt Lake City, UT2026-11-03
Insight Advisors, LLC/ PA
4,318$227.4K0.0%ETFMediumNewtown, PA2026-10-22
Dumont & Blake Investment Advisors LLC
4,292$226.1K0.1%CoreVery LowPrinceton, NJ2026-10-28
Advisory Solutions Group, LLC
4,242$223.4K0.0%ETFN/APlymouth, MN2026-10-14
JB Capital LLC
4,180$220.2K0.0%ETFMediumWethersfield, CT2026-10-19
Verdence Capital Advisors LLC
4,080$214.9K0.0%CoreMediumHunt Valley, MD2026-10-26
Vise Technologies, Inc.
4,034$212.5K0.0%IndexLowNew York, NY2026-10-29
Fenimore Asset Management Inc
4,027$212.1K0.0%CoreLowCobleskill, NY2026-10-08
Abound Wealth Management
4,002$210.8K0.0%ETFVery LowFranklin, TN2026-10-26
Birch Hill Investment Advisors LLC
4,000$210.7K0.0%CoreVery LowBoston, MA2026-10-16
Capital Planning LLC
3,997$210.5K0.1%ETFLowBellevue, WA2026-10-09
Legacy Solutions, LLC
3,971$209.2K0.2%ETFLowKennett Square, PA2026-10-07
Gilliland Jeter Wealth Management LLC
3,944$207.7K0.1%GrowthVery LowLittle Rock, AR2026-10-28
Dhjj Financial Advisors, Ltd.
3,719$195.9K0.1%ETFVery LowNaperville, IL2026-10-23
Clearstead Advisors, LLC
3,561$187.5K0.0%ETFLowCleveland, OH2026-11-06
MassMutual Private Wealth & Trust, FSB
2,932$154.4K0.0%CoreLowSpringfield, MA2026-10-05
Toth Financial Advisory Corp
2,929$154.3K0.0%CoreLowLeesburg, VA2026-10-08
Larson Financial Group LLC
2,881$151.7K0.0%GrowthLowSt Louis, MO2026-11-05
Silver Grove Financial Group, Inc.
2,850$150.1K0.1%CoreMediumOrchard Park, NY2026-11-05
Intelligent Financial Strategies
2,775$146.2K0.1%ETFVery LowExcelsior, MN2026-10-16
Blue Trust, Inc.
2,729$143.7K0.0%ETFLowBrentwood, TN2026-10-15
Archer Investment Corp
2,699$142.2K0.0%CoreMediumCarmel, IN2026-11-05
Tompkins Financial Corp
2,687$141.5K0.0%CoreLowIthaca, NY2026-10-05
Armstrong Advisory Group, Inc
2,601$137.0K0.0%ETFHighNeedham, MA2026-10-09
Provenance Wealth Advisors, LLC
2,569$135.3K0.0%ETFLowFort Lauderdale, FL2026-10-30
CrossGen Wealth, LLC
2,479$130.6K0.1%CoreVery LowGreenville, NC2026-10-30
Stone House Investment Management, LLC
2,392$126.0K0.0%ETFMediumTunkhannock, PA2026-10-23
Cassaday & Co Wealth Management LLC
1,920$101.1K0.0%ETFVery LowMclean, VA2026-10-27
PNC Financial Services Group, Inc.
1,900$100.1K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Montag A & Associates Inc
1,657$87.3K0.0%CoreLowAtlanta, GA2026-10-29
Pacific Center for Financial Services
1,598$84.2K0.0%ETFMediumDanville, CA2026-10-15
EverSource Wealth Advisors, LLC
1,458$76.8K0.0%CoreMediumBirmingham, AL2026-11-04
Winch Advisory Services, LLC
1,389$73.2K0.0%GrowthVery LowAppleton, WI2026-11-06
Lanark Financial, Inc.
1,259$66.3K0.0%CoreMediumBirmingham, AL2026-10-26
Rossby Financial, LCC
1,218$64.2K0.0%ETFMediumMelbourne, FL2026-11-05
Tradewinds Capital Management, LLC
1,198$63.1K0.0%ETFVery HighBellingham, WA2026-10-23
Albion Financial Group
1,136$59.8K0.0%GrowthLowSalt Lake City, UT2026-10-21
First Command Advisory Services, Inc.
1,043$54.9K0.0%IndexLowFort Worth, TX2026-11-05
Salomon & Ludwin, LLC
893$47.0K0.0%ETFVery LowRichmond, VA2026-10-29
Owl Creek Wealth Partners LLC
852$44.9K0.0%IndexLowGreenwood Village, CO2026-10-20
Wolff Wiese Magana LLC
792$41.7K0.0%GrowthLowCarslbad, CA2026-10-15
Bayban
788$41.9K0.0%ValueLowBayport, MN2026-11-05
Pathway Financial Advisers, LLC
732$38.5K0.0%CoreLowAuburn, IN2026-10-27
Pinnacle Wealth Planning Services, Inc.
670$35.3K0.0%GARPLowMansfield, OH2026-10-27
UMB Bank, n.a.
497$26.2K0.0%CoreLowKansas City, MO2026-11-06
Elevation Wealth Partners, LLC
484$25.5K0.0%ETFLowWalnut Creek, CA2026-10-07
Creative Capital Management Investments LLC
476$25.1K0.0%ETFLowSan Diego, CA2026-10-28
Nfsg Corp
377$19.9K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Harbor Investment Advisory, LLC
369$19.4K0.0%GrowthLowLutherville, MD2026-10-13
Root Financial Partners, LLC
359$18.9K0.0%ETFMediumEncinitas, CA2026-10-21
Hurley Capital, LLC
331$17.4K0.0%GARPMediumNew York, NY2026-11-05
Golden State Wealth Management, LLC
321$16.9K0.0%ETFMediumSanta Ana, CA2026-11-02
Harbor Asset Planning, Inc.
275$14.5K0.0%ETFVery LowBelmont, MA2026-10-23
Westside Investment Management, Inc.
259$13.7K0.0%GrowthLowSanta Monica, CA2026-11-02
Kozak & Associates, Inc.
221$12.8K0.0%ETFLowHighlands Ranch, CO2026-10-29
Avion Wealth
185$90.0%ETFLowThe Woodlands, TX2026-11-04
GoalVest Advisory LLC
182$9.6K0.0%ETFMediumNew York, NY2026-10-02
Balance Wealth Partners LLC
175$9.2K0.0%ETFMediumWorthington, OH2026-10-27
Central Trust Co
146$7.7K0.0%CoreLowJefferson City, MO2026-11-05
Byrne Asset Management LLC
114$6.1K0.0%CoreLowKingston, NJ2026-10-06
Physician Wealth Advisors, Inc.
92$4.8K0.0%ETFMediumMidvale, UT2026-10-20
Financial Consulate, Inc
80$4.2K0.0%ETFLowHunt Valley, MD2026-10-23
Horizons Wealth Management
40$2.1K0.0%ETFLowAsheville, NC2026-10-05
Citigroup Inc
5$2630.0%CoreMediumNew York, NY2026-11-04