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State Street Spdr Portfolio (SPEM)

CUSIP: 78463X509 | NYSE | 1911 institutional holders

Quarters

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

Creative Planning21,219,445
0.6% of portfolio›$1.1B
Vantagepoint Investment Advisers LLC2,518,842
1.0% of portfolio›$130.4M
Assetmark, Inc1,396,485
0.1% of portfolio›$72.3M
Cassaday & Co Wealth Management LLC1,095,309
1.0% of portfolio›$56.7M
Matauro, LLC1,016,241
6.5% of portfolio›$52.6M
Cutler Investment Counsel LLC825,163
4.0% of portfolio›$42.7M
Jnba Financial Advisors803,644
3.1% of portfolio›$41.6M
Signature Estate & Investment Advisors LLC798,357
0.7% of portfolio›$41.3M
AlphaStar Capital Management, LLC789,133
2.4% of portfolio›$40.8M
Capital Asset Advisory Services LLC766,035
1.3% of portfolio›$38.0M
Park Avenue Securities LLC693,541
0.0% of portfolio›$35.9K
Global Strategic Investment Solutions, LLC690,528
3.1% of portfolio›$35.7M
Vicus Capital636,699
2.1% of portfolio›$33.0M
Commonwealth Equity Services, LLC611,656
0.0% of portfolio›$31.7M
Cambridge Investment Research Advisors, Inc.570,262
0.0% of portfolio›$29.5K
CGN Advisors LLC567,352
2.3% of portfolio›$29.4M
KWB Wealth493,608
2.2% of portfolio›$25.5M
Woodmont Investment Counsel LLC469,612
1.3% of portfolio›$24.3M
Wealth Enhancement Advisory Services, LLC465,545
0.0% of portfolio›$23.6M
Capital Wealth Management, LLC439,918
5.2% of portfolio›$22.8M
Kestra Advisory Services, LLC431,569
0.1% of portfolio›$22.3M
Landmark Wealth Management, Inc.397,937
6.8% of portfolio›$20.6M
Lpwm LLC389,237
4.4% of portfolio›$20.1M
Rodgers & Associates, LTD387,712
1.9% of portfolio›$20.1M
Facet Wealth, Inc.349,464
0.2% of portfolio›$18.1M
Flagship Harbor Advisors, LLC348,756
0.7% of portfolio›$18.1M
Isthmus Partners, LLC342,027
1.7% of portfolio›$17.7M
Daymark Wealth Partners, LLC336,279
0.4% of portfolio›$17.4M
Gibbs Wealth Management320,037
1.7% of portfolio›$16.6M
Grey Fox Wealth Advisors, LLC319,840
2.5% of portfolio›$16.6M
KFG Wealth Management, LLC318,514
1.8% of portfolio›$16.5M
West Wealth Group, LLC316,839
2.5% of portfolio›$16.4M
Citigroup Inc310,960
0.0% of portfolio›$16.1M
Thrivent Financial for Lutherans306,357
0.0% of portfolio›$15.8K
Forbes J M & Co LLP291,828
1.1% of portfolio›$15.1M
Truefg, LLC290,950
3.5% of portfolio›$15.1M
SigFig Wealth Management, LLC272,825
0.4% of portfolio›$14.1M
Signal Advisors Wealth, LLC268,231
0.6% of portfolio›$13.9M
Peak Financial Management, Inc.268,118
3.1% of portfolio›$13.9M
ERn Financial, LLC266,919
2.3% of portfolio›$13.8M
Affiance Financial, LLC258,481
1.9% of portfolio›$13.4M
Brookstone Capital Management254,853
0.1% of portfolio›$13.2M
Moneco Advisors, LLC250,575
0.8% of portfolio›$13.0M
Marathon Strategic Advisors, LLC250,386
7.6% of portfolio›$13.0M
Atlas Private Wealth Advisors246,527
2.8% of portfolio›$12.8M
Summit Global Investments244,870
0.0% of portfolio›$12.7K
Cobblestone Asset Management LLC240,472
5.0% of portfolio›$12.4M
Perigon Wealth Management, LLC237,425
0.2% of portfolio›$12.3M
Leicht Financial Planning & Wealth Management, Inc.234,692
5.0% of portfolio›$12.1M
Moss Adams Wealth Advisors LLC231,478
0.8% of portfolio›$12.0M
Truist Financial Corp230,769
0.0% of portfolio›$11.9M
Revisor Wealth Management LLC217,706
2.7% of portfolio›$11.1M
Valtinson Bruner Financial Planning LLC217,480
2.8% of portfolio›$11.3M
Integrity Alliance, Llc.209,088
0.3% of portfolio›$10.8M
Portside Wealth Group, LLC207,960
1.2% of portfolio›$10.8M
Vise Technologies, Inc.203,984
0.1% of portfolio›$10.6M
Farther Finance Advisors, LLC199,918
0.1% of portfolio›$10.3M
Hobart Private Capital, LLC198,995
1.7% of portfolio›$10.3M
Simplicity Wealth,LLC198,123
0.3% of portfolio›$10.3M
Values Added Financial LLC197,544
3.6% of portfolio›$10.2M
LexAurum Advisors, LLC193,397
1.1% of portfolio›$10.0M
Avior Wealth Management, LLC189,780
0.3% of portfolio›$9.8M
Aquire Wealth Advisors, LLC185,385
2.2% of portfolio›$9.6M
IFP Advisors, Inc179,460
0.2% of portfolio›$9.3M
Trilogy Capital Inc.178,910
0.4% of portfolio›$9.3M
Brighton Securities Corp.178,006
3.9% of portfolio›$9.2M
Detalus Advisors, LLC177,695
1.8% of portfolio›$9.2M
Melone Private Wealth, LLC176,712
3.6% of portfolio›$9.1M
Financial Insights, Inc.165,533
2.2% of portfolio›$8.6M
Windsor Capital Management, LLC162,328
2.2% of portfolio›$8.4M
Fonville Wealth Management LLC159,276
1.2% of portfolio›$8.2M
Brooklyn FI, LLC158,588
1.2% of portfolio›$7.8M
Uptown Financial Advisors LLC158,099
5.8% of portfolio›$8.2M
Delta Wealth Advisors LLC156,274
5.6% of portfolio›$8.1M
David Kennon Inc153,418
2.6% of portfolio›$7.9M
Palatine Hill Wealth Management, LLC151,821
5.6% of portfolio›$7.9M
Wealth Alliance Advisory Group, LLC151,654
1.1% of portfolio›$7.8M
RFG Advisory, LLC148,929
0.1% of portfolio›$7.7M
WBH Advisory Inc141,811
0.5% of portfolio›$7.3M
Creative Financial Designs Inc139,857
0.3% of portfolio›$7.2M
Optimist Retirement Group LLC139,109
2.9% of portfolio›$7.2M
HB Wealth Management, LLC137,570
0.0% of portfolio›$7.1M
Fiduciary Alliance LLC135,874
0.5% of portfolio›$7.0M
Mascoma Wealth Management LLC135,632
1.3% of portfolio›$7.0M
CX Institutional135,530
0.2% of portfolio›$7.0K
Raleigh Capital Management Inc.135,030
2.2% of portfolio›$7.0M
Bank of New York Mellon Corp133,337
0.0% of portfolio›$6.9M
Mason & Associates, LLC133,243
1.4% of portfolio›$6.9M
One Advisory Partners, LLC132,613
1.9% of portfolio›$6.9M
True Blue Financial, LLC128,501
2.5% of portfolio›$6.7M
Wolff Financial Management LLC127,123
1.3% of portfolio›$6.6M
Independent Financial Group, LLC126,107
0.1% of portfolio›$6.5M
Cornerstone Wealth Management, LLC125,971
0.3% of portfolio›$6.5M
Archer Investment Management, LLC125,479
2.0% of portfolio›$6.5M
Phoenix Wealth Advisors121,731
1.9% of portfolio›$6.3M
Vision Capital Management, Inc.121,063
0.7% of portfolio›$6.3M
Midwest Financial Network, LLC120,404
4.2% of portfolio›$6.2M
Rinkey Investments119,217
1.5% of portfolio›$6.2M
Financial Enhancement Group LLC119,014
0.7% of portfolio›$6.2M
Wrenne Financial Planning LLC116,743
2.0% of portfolio›$6.0M
Probity Advisors, Inc.115,432
0.9% of portfolio›$6.0M
Churchill Financial Advisors, LLC114,896
1.2% of portfolio›$5.9M
James T. Borello RIA114,394
1.2% of portfolio›$5.9M
Towercrest Capital Management113,292
0.8% of portfolio›$5.9M
Integrated Capital Management, LLC112,724
2.1% of portfolio›$5.8M
Boltwood Capital Management112,573
1.3% of portfolio›$5.8M
Horizon Financial Services, LLC112,405
2.2% of portfolio›$5.8M
Blueprint Investment Partners LLC110,983
0.5% of portfolio›$5.7M
Pinnacle Wealth Planning Services, Inc.106,894
0.5% of portfolio›$5.5M
First Security Investment Management, Inc.106,523
4.5% of portfolio›$5.5M
Riversedge Advisors, LLC105,776
0.7% of portfolio›$5.5M
VestGen Advisors, LLC105,534
0.2% of portfolio›$5.5M
Heritage Family Offices, LLP104,919
1.8% of portfolio›$5.4M
Financial Planning Fort Collins, LLC102,665
3.9% of portfolio›$5.3M
Cypress Wealth Services, LLC101,983
0.6% of portfolio›$5.4M
Shum Financial Group, Inc.100,262
3.0% of portfolio›$5.2M
Leslie Global Wealth, LLC97,091
1.9% of portfolio›$5.0M
Axos Invest Inc.96,931
3.8% of portfolio›$5.0M
ADE, LLC96,824
2.0% of portfolio›$5.0M
Ervin Investment Management, LLC95,406
2.7% of portfolio›$4.9M
Key FInancial Inc94,229
0.8% of portfolio›$4.9M
Turning Point Benefit Group, Inc.88,671
1.9% of portfolio›$4.6M
TCP Asset Management, LLC88,579
0.5% of portfolio›$4.6M
YHB Investment Advisors, Inc.87,861
0.3% of portfolio›$4.5M
BayBridge Capital Group, LLC86,991
2.4% of portfolio›$4.5M
Founders Financial Securities LLC86,962
0.2% of portfolio›$4.5M
Balefire, LLC86,845
0.7% of portfolio›$4.5M
Great Point Wealth Advisors, LLC86,786
0.7% of portfolio›$4.5M
Single Point Partners, LLC86,674
0.8% of portfolio›$4.5M
Alliance Wealth Management Group86,657
0.9% of portfolio›$4.5M
Tenet Wealth Partners, LLC84,522
3.1% of portfolio›$4.4M
Ethic Inc.83,786
0.0% of portfolio›$4.3M
Parallel Advisors, LLC82,300
0.1% of portfolio›$4.3M
Blueprint Financial Advisors LLC81,923
0.5% of portfolio›$4.2M
Legacy Wealth Partners, LLC78,515
0.9% of portfolio›$4.1M
AlphaCore Capital LLC77,409
0.1% of portfolio›$4.0M
Maia Wealth LLC75,873
0.5% of portfolio›$3.9M
Stonehaven Wealth & TAX Solutions, LLC75,230
3.7% of portfolio›$3.9M
Grimes & Co Wealth Management, LLC75,105
0.1% of portfolio›$3.9M
Boston Standard Wealth Management, LLC74,904
0.6% of portfolio›$3.9M
Choreo, LLC74,880
0.0% of portfolio›$3.9M
Olio Financial Planning73,199
0.9% of portfolio›$3.8M
BankPlus Wealth Management LLC73,136
1.7% of portfolio›$3.8M
Ehrlich Financial Group71,556
1.9% of portfolio›$3.7M
Retiremitten Financial LLC69,425
1.3% of portfolio›$3.5M
Breakwater Investment Management67,034
1.1% of portfolio›$3.5M
Legacy Solutions, LLC66,933
2.6% of portfolio›$3.5M
Global Financial Private Client, LLC64,946
0.9% of portfolio›$3.4M
Kingswood Wealth Advisors, LLC64,603
0.1% of portfolio›$3.3M
Xena Financial Planning, LLC64,426
3.2% of portfolio›$3.3M
Ironwood Wealth Management, Llc.63,847
0.7% of portfolio›$3.3M
Oppenheimer & Co Inc63,028
0.0% of portfolio›$3.3M
Salomon & Ludwin, LLC62,576
0.3% of portfolio›$3.2M
Prime Capital Investment Advisors, LLC62,481
0.0% of portfolio›$3.2M
Colton Groome Financial Advisors, LLC62,390
0.8% of portfolio›$3.2M
Birch Financial Group, LLC62,068
1.5% of portfolio›$3.2M
Axxcess Wealth Management, LLC62,000
0.1% of portfolio›$3.2M
Elwood & Goetz Wealth Advisory Group, LLC61,731
0.4% of portfolio›$3.2M
Diversify Wealth Management, LLC61,275
0.0% of portfolio›$3.1M
Diversify Advisory Services, LLC61,275
0.0% of portfolio›$3.1M
BIP Wealth, LLC60,377
0.1% of portfolio›$3.1M
Occidental Asset Management, LLC60,303
0.3% of portfolio›$3.1M
Resonant Capital Advisors, LLC58,599
0.1% of portfolio›$3.0M
Livet Wealth, LLC58,042
1.7% of portfolio›$3.0M
Simon Quick Advisors, LLC58,005
0.1% of portfolio›$3.0M
Partnership Wealth Management, LLC57,326
2.1% of portfolio›$3.0M
Novem Group57,253
0.3% of portfolio›$3.0M
Lifestyle Asset Management, Inc.56,401
0.7% of portfolio›$2.9M
Richardson Financial Services Inc.56,359
1.7% of portfolio›$2.9M
Phillip James Consulting Co.56,249
2.0% of portfolio›$2.9M
Sage Advisory Services, Ltd.Co.54,779
1.5% of portfolio›$2.8M
HBW Advisory Services LLC53,825
0.3% of portfolio›$2.8M
Cadent Capital Advisors, LLC53,573
0.6% of portfolio›$2.8M
Higgins & Schmidt Wealth Strategies LLC53,374
1.1% of portfolio›$2.8M
Midwest Capital Advisors, LLC53,355
1.0% of portfolio›$2.8M
Walkner Condon Financial Advisors LLC53,096
0.3% of portfolio›$2.7M
Allen Capital Group, LLC52,595
0.2% of portfolio›$2.7M
Kroeger Financial Partners52,367
2.7% of portfolio›$2.7M
Diligent Investors, LLC51,963
0.6% of portfolio›$2.7M
Asset Dedication, LLC51,552
0.2% of portfolio›$2.7M
RTD Financial Advisors, Inc.50,246
0.3% of portfolio›$2.6M
Richmond Investment Services, LLC49,270
0.8% of portfolio›$2.6M
Roan Capital Partners49,129
1.9% of portfolio›$2.5M
Mccarter Private Wealth Services LLC48,071
0.8% of portfolio›$2.5M
Lockerman Financial Group, Inc.47,937
3.6% of portfolio›$2.5M
Dynamic Advisor Solutions LLC47,492
0.1% of portfolio›$2.5M
Acorn Financial Advisory Services Inc47,241
0.3% of portfolio›$2.4M
Meitav Investment House LTD46,952
0.0% of portfolio›$2.4M
Peterson Wealth Advisors, LLC46,510
0.3% of portfolio›$2.4M
McAdam, LLC46,447
0.1% of portfolio›$2.4M
Atria Investments, Inc46,316
0.0% of portfolio›$2.4M
Fifth Third Securities, Inc.45,674
0.1% of portfolio›$2.4M
Vested Financial Planning, LLC45,079
1.6% of portfolio›$2.3M
Wealthcare Advisory Partners LLC44,649
0.0% of portfolio›$2.3M
BlueChip Wealth Advisors LLC44,378
0.8% of portfolio›$2.3M
Apella Capital, LLC44,305
0.0% of portfolio›$2.3M
Sherman Wealth Management LLC44,135
1.6% of portfolio›$2.3M
Integrity Advisory Solutions, LLC42,848
0.2% of portfolio›$2.2M
Kohmann Bosshard Financial Services, LLC42,745
0.2% of portfolio›$2.2M
Lanark Financial, Inc.42,288
0.1% of portfolio›$2.2M
Concurrent Investment Advisors, LLC42,170
0.0% of portfolio›$2.2M
Cantor Fitzgerald Investment Advisors L.P.41,547
0.1% of portfolio›$2.2M
Cambridge Financial Group, LLC38,711
0.6% of portfolio›$2.0M
Tempus Wealth Planning, LLC38,682
0.4% of portfolio›$2.0M
Onyx Bridge Wealth Group LLC38,324
0.2% of portfolio›$2.0M
AdvisorNet Financial, Inc38,297
0.1% of portfolio›$2.0M
Towne Trust Company, N.a37,947
0.6% of portfolio›$2.0M
M Holdings Securities, Inc.37,748
0.0% of portfolio›$1.8K
Hurley Capital, LLC37,512
0.9% of portfolio›$1.9M
McKinley Carter Wealth Services, Inc.37,374
0.1% of portfolio›$1.9M
FF Advisors,LLC37,014
0.7% of portfolio›$1.9M
SYM Financial Corp36,735
0.1% of portfolio›$1.9M
NavPoint Financial, Inc.36,328
0.7% of portfolio›$1.9M
Montz Harcus Wealth Management LLC36,262
0.7% of portfolio›$1.9M
Ascent Group, LLC35,402
0.1% of portfolio›$1.8M
Sowell Financial Services LLC34,894
0.1% of portfolio›$1.8M
Clear Creek Financial Management, LLC34,457
0.1% of portfolio›$1.8M
Patriot Financial Group Insurance Agency, LLC34,184
0.2% of portfolio›$1.8M
Smart Wealth LLC33,302
0.4% of portfolio›$1.7M
GK Wealth Management LLC33,239
1.0% of portfolio›$1.7M
Stevens Capital Partners33,054
0.3% of portfolio›$1.7M
Advisor OS, LLC32,924
0.1% of portfolio›$1.7M
McNaughton Wealth Management, LLC32,896
0.6% of portfolio›$1.7M
Mission Wealth Management, LP32,020
0.0% of portfolio›$1.7M
Fortitude Family Office, LLC31,988
0.3% of portfolio›$1.7M
Alpha Advisors, LLC31,731
1.2% of portfolio›$1.6M
October Effect Ltd31,680
1.7% of portfolio›$1.6M
Selby Wealth Management, LLC31,665
0.6% of portfolio›$1.6M
Defined Wealth Management, LLC31,297
0.8% of portfolio›$1.6M
R. W. Roge & Company, Inc.31,093
0.0% of portfolio›$1.6K
Koshinski Asset Management, Inc.31,019
0.1% of portfolio›$1.6M
Iron Financial LLC30,410
0.7% of portfolio›$1.6M
CFS Investment Advisory Services, LLC30,287
0.1% of portfolio›$1.6M
Stonehearth Capital Management, LLC30,161
0.5% of portfolio›$1.6M
May Hill Capital, LLC30,003
0.3% of portfolio›$1.6M
Outlook Wealth Advisors, LLC28,742
0.3% of portfolio›$1.5M
Bison Wealth, LLC28,668
0.1% of portfolio›$1.5M
Forthright Family Wealth Advisory LLC28,639
0.8% of portfolio›$1.5M
JFS Wealth Advisors, LLC28,514
0.1% of portfolio›$1.5M
American Financial & TAX Strategies Inc28,392
0.7% of portfolio›$1.5M
Rosenberg Matthew Hamilton28,259
0.3% of portfolio›$1.5M
Orba Wealth Advisors, L.L.C.28,211
1.2% of portfolio›$1.5M
City State Bank27,533
0.3% of portfolio›$1.4M
Lodestar Private Asset Management LLC27,308
0.1% of portfolio›$1.4M
Bond & Devick Financial Network, Inc.27,264
0.3% of portfolio›$1.4M
Diversified Enterprises, LLC27,162
0.1% of portfolio›$1.4M
Kagan Cocozza Asset Management27,082
0.9% of portfolio›$1.4M
WealthPoint Financial, LLC26,127
1.0% of portfolio›$1.4M
Sound Income Strategies, LLC26,093
0.1% of portfolio›$1.3M
Modera Wealth Management, LLC26,065
0.0% of portfolio›$1.3M
Norden Group LLC25,928
0.1% of portfolio›$1.3M
Aegis Wealth Management, Inc.25,923
0.8% of portfolio›$1.3M
G&S Capital LLC25,854
0.4% of portfolio›$1.3M
TD Private Client Wealth LLC25,793
0.0% of portfolio›$1.3M
Tradewinds Capital Management, LLC25,633
0.2% of portfolio›$1.3M
United Asset Strategies, Inc.25,280
0.1% of portfolio›$1.3M
Fullerton Advisors, LLC25,190
1.2% of portfolio›$1.3M
United Advisor Group, LLC24,864
0.1% of portfolio›$1.3M
Larson Financial Group LLC24,846
0.0% of portfolio›$1.3M
Connecticut Wealth Management, LLC24,775
0.0% of portfolio›$1.3M
ShoreHaven Wealth Partners, LLC24,700
0.4% of portfolio›$1.3M
Worth Financial Advisory Group, LLC24,676
0.5% of portfolio›$1.3M
Sound Financial Strategies Group, LLC24,611
0.9% of portfolio›$1.3M
Spire Wealth Management24,552
0.0% of portfolio›$1.3M
Private Trust Co NA24,499
0.1% of portfolio›$1.3M
Penobscot Wealth Management24,173
0.3% of portfolio›$1.3M
Hassell Wealth Management, LLC23,662
0.4% of portfolio›$1.2M
Independent Wealth Network Inc.23,260
0.3% of portfolio›$1.2M
Range Financial Group LLC23,044
0.3% of portfolio›$1.2M
Sanchez Gaunt Capital Management, LLC22,866
0.7% of portfolio›$1.2M
Integrity Wealth Partners, LLC22,818
0.9% of portfolio›$1.2M
Trinity Wealth Management, LLC22,741
0.4% of portfolio›$1.2M
Mullaney, Keating & Wright, Inc.22,731
0.5% of portfolio›$1.2M
Financial Network Wealth Advisors LLC22,693
1.2% of portfolio›$1.2M
Portland Financial Advisors Inc22,636
2.0% of portfolio›$1.2M
Level Wealth Management LLC22,439
0.4% of portfolio›$1.2M
Apeiron RIA LLC22,398
0.3% of portfolio›$1.2M
XY Planning Network, Inc.22,312
0.1% of portfolio›$1.2M
Pacifica Partners Inc.22,310
0.3% of portfolio›$1.1M
Tennessee Valley Asset Management Partners21,547
0.1% of portfolio›$1.1M
Upper Left Wealth Management, LLC21,540
0.6% of portfolio›$1.1M
Wedmont Private Capital21,375
0.0% of portfolio›$1.1M
Aire Advisors, LLC20,876
0.2% of portfolio›$1.1M
Lido Advisors, LLC20,807
0.0% of portfolio›$1.1M
Towerpoint Wealth, LLC20,487
0.4% of portfolio›$1.1M
RCW Management, LLC20,161
0.9% of portfolio›$1.0M
Foronjy Financial LLC19,605
0.4% of portfolio›$1.0M
Triumph Capital Management19,487
0.2% of portfolio›$1.0M
Sharkey, Howes & Javer19,411
0.1% of portfolio›$1.0M
Sentinel Advisory Group, LLC19,315
0.4% of portfolio›$999.7K
National Wealth Management Group, LLC18,902
0.3% of portfolio›$978.3K
Sunburst Financial Group, LLC18,865
0.2% of portfolio›$976.5K
Verus Capital Partners, LLC18,846
0.1% of portfolio›$975.5K
Certified Advisory Corp18,831
0.1% of portfolio›$974.7K
JIM Saulnier & Associates, LLC18,761
0.4% of portfolio›$971.1K
Sigma Planning Corp18,572
0.0% of portfolio›$958.4K
Redwood Financial Network Corp18,483
0.5% of portfolio›$956.7K
Hibernia Wealth Partners, LLC18,226
0.5% of portfolio›$943.4K
Orin Green Financial, LLC18,085
0.4% of portfolio›$936.1K
MBA Advisors LLC18,026
0.3% of portfolio›$933.0K
Ocean Park Asset Management, LLC17,982
0.1% of portfolio›$930.7K
USAdvisors Wealth Management, LLC17,935
0.0% of portfolio›$928
Apollon Wealth Management, LLC17,878
0.0% of portfolio›$925.4K
Rede Wealth, LLC17,847
0.3% of portfolio›$923.8K
Exchange Traded Concepts, LLC17,672
0.0% of portfolio›$914.7K
Curtis Advisory Group, LLC17,627
0.2% of portfolio›$912.4K
Waller Financial Planning Group, Inc17,485
0.2% of portfolio›$905.0K
Private Wealth Group, LLC17,281
0.3% of portfolio›$894.5K
Net Worth Advisory Group17,265
0.2% of portfolio›$889.2K
Family Investment Center, Inc.17,117
0.1% of portfolio›$886.0K
Autumn Glory Partners, LLC16,945
0.2% of portfolio›$877.1K
Hughes Financial Services, LLC16,793
0.1% of portfolio›$829.9K
Split Rock Private Trading & Wealth Management, LLC16,701
0.6% of portfolio›$864.4K
Carnegie Investment Counsel16,656
0.0% of portfolio›$862.1K
Beacon Financial Group16,485
0.1% of portfolio›$853.3K
Rooted Wealth Advisors, Inc.16,459
0.2% of portfolio›$852.2K
Inman Jager Wealth Management, LLC16,435
0.4% of portfolio›$850.7K
DWM Financial Group, Inc.16,395
0.7% of portfolio›$848.6K
ARQ Wealth Advisors, LLC15,876
0.1% of portfolio›$821.8K
Powers Advisory Group, LLC15,624
0.2% of portfolio›$808.7K
Morling Financial Advisors, LLC15,439
0.2% of portfolio›$799.1K
Absolute Capital Management, LLC15,402
0.2% of portfolio›$797.2K
River Street Advisors LLC15,014
0.2% of portfolio›$777.1K
Balboa Wealth Partners14,905
0.1% of portfolio›$771.5K
Breachway Investments LLC14,801
1.2% of portfolio›$766.1K
Victory Financial Group, LLC14,755
0.1% of portfolio›$763.7K
Northwest Wealth Management, LLC14,577
0.1% of portfolio›$754.5K
Black Diamond Financial, LLC14,509
0.1% of portfolio›$751.0K
CoreCap Advisors, LLC14,326
0.0% of portfolio›$741.6K
Clearview Wealth Management LLC13,783
0.5% of portfolio›$718.8K
Watershed Private Wealth LLC13,755
0.2% of portfolio›$712.0K
K2 Financial Inc.13,708
0.5% of portfolio›$714.5K
Bensler, LLC13,627
0.1% of portfolio›$705.3K
Apollon Financial, LLC13,595
0.1% of portfolio›$703.7K
Vericrest Private Wealth13,426
0.6% of portfolio›$694.9K
Dynamic Financial Group13,337
0.5% of portfolio›$690.3K
Stanich Group LLC13,280
0.3% of portfolio›$687.3K
Symphony Financial, Ltd. Co.13,122
0.1% of portfolio›$680.1K
Old Second National Bank of Aurora12,998
0.1% of portfolio›$672.8K
Macroview Investment Management LLC12,845
0.4% of portfolio›$664.8K
Patriot Investment Management Group, Inc.12,832
0.0% of portfolio›$664.2K
Plan A Wealth LLC12,805
0.2% of portfolio›$662.8K
Winnacle Wealth LLC12,419
0.4% of portfolio›$642.8K
Gilman Hill Asset Management, LLC12,250
0.1% of portfolio›$634.1K
TFB Advisors LLC12,001
0.3% of portfolio›$621.1K
Rainier Family Wealth Inc11,959
0.3% of portfolio›$619.0K
Post Resch Tallon Group Inc.11,901
0.4% of portfolio›$616.0K
Kraft, Davis & Associates, LLC11,742
0.1% of portfolio›$595.7K
SeaBridge Investment Advisors LLC11,662
0.1% of portfolio›$603.6K
TKG Advisors, LLC11,526
0.2% of portfolio›$596.6K
4Wealth Advisors, Inc.11,456
0.4% of portfolio›$595.7K
MGO One Seven LLC11,201
0.0% of portfolio›$579.8K
Idaho Trust Co11,122
0.2% of portfolio›$575.6K
Clark Asset Management, LLC10,997
0.0% of portfolio›$569.2K
Advisory Resource Group10,950
0.1% of portfolio›$566.8K
NBT Bank, N.A.10,847
0.0% of portfolio›$561.4K
Trek Financial, LLC10,784
0.0% of portfolio›$558.2K
Foundation Wealth Management, Llc\pa10,781
0.2% of portfolio›$558.0K
Mather Group, Llc.10,751
0.0% of portfolio›$556.5K
WealthPlan Investment Management, LLC10,621
0.0% of portfolio›$549.8K
Kestra Private Wealth Services, LLC10,497
0.0% of portfolio›$543.3K
Sentinel Pension Advisors, LLC10,470
0.1% of portfolio›$542.0K
Rossby Financial, LCC10,353
0.1% of portfolio›$535.9K
Cooksen Wealth, LLC10,147
0.3% of portfolio›$529.8K
Chicago Partners Investment Group LLC9,915
0.0% of portfolio›$492.5K
Angeles Wealth Management, LLC9,900
0.0% of portfolio›$512.4K
Landmark Wealth Management, LLC9,765
0.1% of portfolio›$505.4K
SkyOak Wealth, LLC9,724
0.1% of portfolio›$503.3K
Spinnaker Investment Group, LLC9,648
0.1% of portfolio›$499.3K
TSA Wealth Managment LLC9,648
0.1% of portfolio›$499.4K
Convergence Financial, LLC9,584
0.1% of portfolio›$496.1K
Life Planning Partners, Inc9,573
0.4% of portfolio›$495.5K
One Wealth Capital Management, LLC9,560
0.2% of portfolio›$494.8K
PKS Advisory Services, LLC9,537
0.1% of portfolio›$493.8K
Claro Advisors Inc.9,443
0.0% of portfolio›$488.8K
Virtue Capital Management, LLC9,386
0.1% of portfolio›$485.8K
TSG Advice Partners, LLC9,356
0.1% of portfolio›$484.5K
Csenge Advisory Group9,332
0.0% of portfolio›$483.0K
Alliance Wealth Advisors, LLC9,272
0.1% of portfolio›$479.9K
First Heartland Consultants, Inc.9,076
0.0% of portfolio›$469.8K
HUB Investment Partners, LLC9,063
0.0% of portfolio›$469.1K
Greystone Financial Group, LLC9,030
0.1% of portfolio›$467.4K
Carroll Advisory Group, LLC9,000
0.1% of portfolio›$465.9K
ACT Advisors, Llc.8,873
0.1% of portfolio›$459.3K
Insight Advisors, LLC/ PA8,859
0.1% of portfolio›$458.5K
Y-Intercept (Hong Kong) Ltd8,660
0.0% of portfolio›$448.2K
FSM Wealth Advisors, LLC8,504
0.0% of portfolio›$438.2K
Clarity Capital Advisors, LLC8,459
0.2% of portfolio›$437.8K
Trust Co8,394
0.0% of portfolio›$434.5K
E6 Portfolios, LLC8,349
0.3% of portfolio›$432.1K
Redmond Asset Management, LLC8,324
0.1% of portfolio›$430.9K
Forbes Financial Planning, Inc.8,313
0.2% of portfolio›$430.3K
Gerber Kawasaki Wealth & Investment Management8,283
0.0% of portfolio›$428.8K
Cyndeo Wealth Partners, LLC8,195
0.0% of portfolio›$424.2K
Gateway Investment Advisers LLC8,185
0.0% of portfolio›$423.7K
Evolution Wealth Management Inc.8,178
0.2% of portfolio›$423.3K
Marino, Stram & Associates LLC8,176
0.1% of portfolio›$423.2K
Brighton Jones LLC8,140
0.0% of portfolio›$421.3K
Buck Wealth Strategies, LLC8,134
0.0% of portfolio›$421.0K
NorthCrest Asset Manangement, LLC8,102
0.0% of portfolio›$417.5K
Firestone Capital Management8,003
0.1% of portfolio›$414.2K
E&G Advisors, LLC7,993
0.1% of portfolio›$413.7K
Sterling Wealth Management, Inc.7,904
0.1% of portfolio›$409.1K
Lantz Financial LLC7,891
0.1% of portfolio›$408.4K
Baker Tilly Wealth Management, LLC7,699
0.1% of portfolio›$398.5K
Kelly Financial Services LLC7,669
0.1% of portfolio›$397.0K
Formidable Asset Management, LLC7,608
0.1% of portfolio›$393.9K
Destiny Capital Corp7,445
0.2% of portfolio›$385.4K
Clear Retirement Advice LLC7,412
0.3% of portfolio›$383.6K
PFG Advisors7,410
0.0% of portfolio›$383.5K
Fortitude Financial, LLC7,287
0.2% of portfolio›$377.2K
Hutchens & Kramer Investment Management Group, LLC7,254
0.1% of portfolio›$375.5K
R2 Capital Strategies, LLC7,238
0.2% of portfolio›$374.6K
Gerald Baker Financial Group LLC7,203
0.1% of portfolio›$372.8K
Burney Co/7,203
0.0% of portfolio›$372.8K
Prospera Financial Services Inc6,992
0.0% of portfolio›$338.9K
Accurate Wealth Management, LLC6,975
0.0% of portfolio›$363.7K
Wilkerson Advisory Group LLC6,975
0.1% of portfolio›$361.0K
Balentine LLC6,924
0.0% of portfolio›$358.4K
Gainline Financial Partners, LLC6,757
0.3% of portfolio›$349.7K
Meridian Wealth Management, LLC6,754
0.0% of portfolio›$349.6K
Sima Wealth Partners, LLC6,752
0.2% of portfolio›$349.5K
KPP Advisory Services LLC6,730
0.1% of portfolio›$348.4K
Castleview Partners, LLC6,694
0.2% of portfolio›$346.5K
Sagespring Wealth Partners, LLC6,651
0.0% of portfolio›$344.3K
Professional Financial Advisors, LLC6,600
0.1% of portfolio›$341.6K
Forvis Mazars Wealth Advisors, LLC6,568
0.0% of portfolio›$340.0K
Prosperity Financial Group, Inc.6,530
0.1% of portfolio›$338.0K
Narus Financial Partners, LLC6,503
0.1% of portfolio›$336.6K
Fell Capital Management6,503
0.3% of portfolio›$336.6K
MLG Wealth Management DBA Pine Grove Financial Group6,450
0.0% of portfolio›$333.9K
D.A. Davidson & Co.6,448
0.0% of portfolio›$333.7K
Client 1ST Advisory Group, LLC6,315
0.1% of portfolio›$326.9K
High Net Worth Advisory Group LLC6,284
0.1% of portfolio›$325.3K
Donalies Financial Planning, LLC6,221
0.2% of portfolio›$322.0K
Sovran Advisors, LLC6,207
0.0% of portfolio›$306.8K
Gilpin Wealth Management, LLC6,120
0.2% of portfolio›$316.8K
Thrive Wealth Management, LLC6,119
0.0% of portfolio›$316.7K
Aspect Partners, LLC6,074
0.1% of portfolio›$314.4K
Fourpath Capital Management, LLC6,068
0.0% of portfolio›$314.1K
EverSource Wealth Advisors, LLC6,034
0.0% of portfolio›$312.3K
RCS Financial Planning, LLC5,981
0.2% of portfolio›$309.6K
Focus Financial Network, Inc.5,945
0.0% of portfolio›$307.7K
Barnes Dennig Private Wealth Management LLC5,933
0.3% of portfolio›$307.1K
Triad Wealth Partners, LLC5,932
0.0% of portfolio›$307.1K
Spartan Planning & Wealth Management5,902
0.2% of portfolio›$305.5K
Financial Guidance Group, Inc.5,888
0.1% of portfolio›$304.8K
Wealth Advisors Northwest LLC5,861
0.1% of portfolio›$303.4K
Weitzel Financial Services, Inc.5,793
0.1% of portfolio›$299.9K
APS Management Group, Inc.5,792
0.2% of portfolio›$299.8K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management5,789
0.0% of portfolio›$299.6K
Vestia Personal Wealth Advisors5,737
0.1% of portfolio›$296.9K
J2 Capital Management Inc5,736
0.2% of portfolio›$296.9K
IFG Advisors, LLC5,720
0.0% of portfolio›$296.1K
Graetz Wealth LLC5,656
0.2% of portfolio›$292.7K
Abound Wealth Management5,569
0.1% of portfolio›$288.3K
Venture Visionary Partners LLC5,499
0.0% of portfolio›$284.6K
Fragasso Financial Advisors Inc5,341
0.0% of portfolio›$278.8K
Capital CS Group, LLC5,252
0.2% of portfolio›$271.8K
Carrera Capital Advisors5,165
0.0% of portfolio›$267.3K
SAX Wealth Advisors, LLC5,160
0.0% of portfolio›$267.1K
Western Reserve Capital Management, LLC5,149
0.2% of portfolio›$266.5K
FC Advisory LLC5,039
0.1% of portfolio›$260.8K
JGP Wealth Management, LLC4,992
0.0% of portfolio›$258.4K
Keybank National Association4,959
0.0% of portfolio›$256.7K
Evergreen Capital Management LLC4,872
0.0% of portfolio›$252.2K
CWA Asset Management Group, LLC4,869
0.0% of portfolio›$252.0K
Stonebridge Financial Group, LLC4,820
0.0% of portfolio›$249.5K
OFS Enterprise LLC4,809
0.1% of portfolio›$248.9K
Tsfg, LLC4,670
0.0% of portfolio›$242
Golden State Wealth Management, LLC4,641
0.0% of portfolio›$240.3K
MSH Capital Advisors LLC4,583
0.0% of portfolio›$237.2K
True North Advisors, LLC4,581
0.0% of portfolio›$237.1K
Security Financial Services, Inc.4,548
0.0% of portfolio›$235.4K
Whalen Wealth Management Inc.4,495
0.1% of portfolio›$232.7K
Iams Wealth Management, LLC4,453
0.1% of portfolio›$230.5K
Pacific Excel Wealth Advisors, Inc.4,311
0.2% of portfolio›$223.1K
XML Financial, LLC4,230
0.0% of portfolio›$218.9K
Bahl & Gaynor LLC4,175
0.0% of portfolio›$216.1K
Chris Bulman Inc3,947
0.1% of portfolio›$204.3K
BCK Partners, Inc.3,932
0.1% of portfolio›$203.5K
Root Financial Partners, LLC3,049
0.0% of portfolio›$157.8K
Markowski Investments2,780
0.0% of portfolio›$143.9K
Provenance Wealth Advisors, LLC2,397
0.0% of portfolio›$124.1K
Brown, Lisle Ings, Inc.2,282
0.0% of portfolio›$118.1K
SBI Securities Co., Ltd.2,195
0.0% of portfolio›$113.6K
Balance Wealth Partners LLC2,132
0.0% of portfolio›$110.4K
MeadowBrook Investment Advisors LLC2,124
0.1% of portfolio›$105.5K
Farmers & Merchants Investments Inc2,090
0.0% of portfolio›$108.2K
Evermay Wealth Management LLC1,983
0.0% of portfolio›$102.6K
Gamma Investing LLC1,981
0.0% of portfolio›$102.5K
Portfolio Resources Advisor Group, Inc.1,969
0.1% of portfolio›$101.9K
Quadrant Capital Group LLC1,880
0.0% of portfolio›$98.0K
Downshift Financial, LLC1,814
0.0% of portfolio›$93.9K
Laurel Wealth Advisors LLC1,733
0.0% of portfolio›$89.7K
Ashton Thomas Private Wealth, LLC1,689
0.0% of portfolio›$87.4K
Archer Investment Corp1,644
0.0% of portfolio›$85.1K
Creative Capital Management Investments LLC1,622
0.0% of portfolio›$84.0K
Glass Jacobson Investment Advisors llc1,608
0.0% of portfolio›$83.2K
Planning Strategies Inc.1,500
0.0% of portfolio›$77.6K
Covestor Ltd1,460
0.0% of portfolio›$76
Valley National Advisers Inc1,307
0.0% of portfolio›$67.7K
Halbert Hargrove Global Advisors, LLC1,280
0.0% of portfolio›$66.3K
Latitude Advisors, LLC1,137
0.0% of portfolio›$58.8K
Bell Investment Advisors, Inc1,103
0.0% of portfolio›$57.1K
MJT & Associates Financial Advisory Group, Inc.1,091
0.0% of portfolio›$56.5K
Pension & Wealth Management Advisors, Inc.1,000
0.0% of portfolio›$51.8K
Cherry Tree Wealth Management, LLC943
0.0% of portfolio›$48.8K
Sunrise Financial Services, LLC932
0.0% of portfolio›$48.2K
Signaturefd, LLC862
0.0% of portfolio›$44.6K
Blue Trust, Inc.862
0.0% of portfolio›$44.6K
Quest 10 Wealth Builders, Inc.752
0.0% of portfolio›$38.9K
Key Capital Management, Inc736
0.0% of portfolio›$38.1K
Cape Investment Advisory, Inc.705
0.0% of portfolio›$36.5K
Physician Wealth Advisors, Inc.692
0.0% of portfolio›$35.8K
Independence Bank of Kentucky678
0.0% of portfolio›$35.1K
Legacy Bridge, LLC671
0.0% of portfolio›$34.7K
First Horizon Corp626
0.0% of portfolio›$32.4K
Ascentis Wealth Management, LLC620
0.0% of portfolio›$32.1K
Align Financial, LLC617
0.0% of portfolio›$31.9K
Beacon Financial Strategies Corp611
0.0% of portfolio›$31.6K
Essential Partners LLC608
0.0% of portfolio›$31.5K
Silver Grove Financial Group, Inc.589
0.0% of portfolio›$30.5K
Ascentis Independent Advisors581
0.0% of portfolio›$30.3K
IMG Wealth Management, Inc.561
0.0% of portfolio›$29.0K
Reap Financial Group, LLC544
0.0% of portfolio›$28.2K
Rakuten Securities, Inc.538
0.0% of portfolio›$27.8K
Tompkins Financial Corp469
0.0% of portfolio›$24.3K
Investment Research & Advisory Group, Inc.457
0.0% of portfolio›$23.6K
Maseco LLP421
0.0% of portfolio›$21.8K
Sage Mountain Advisors LLC370
0.0% of portfolio›$19.2K
Highline Wealth Partners LLC355
0.0% of portfolio›$18.4K
Kingdom Financial Group Llc.341
0.0% of portfolio›$17.7K
Ares Financial Consulting, LLC334
0.0% of portfolio›$17.3K
Essential Investment Partners LLC321
0.0% of portfolio›$16.6K
Washington Trust Advisors, Inc.315
0.0% of portfolio›$16.3K
Simplex Trading, LLC314
0.0% of portfolio›$16.3K
Blueline Advisors LLC310
0.0% of portfolio›$16.0K
Tower Trust & Investment Co300
0.0% of portfolio›$15.5K
Compass Financial Management LLC290
0.0% of portfolio›$15.0K
WPG Advisers, LLC289
0.0% of portfolio›$15.0K
Phillips Financial Management, LLC273
0.0% of portfolio›$14.1K
Armstrong Advisory Group, Inc250
0.0% of portfolio›$12.9K
Davis Capital Management239
0.0% of portfolio›$12.4K
Miller Global Investments, LLC215
0.0% of portfolio›$11.1K
Capital Investment Advisory Services, LLC211
0.0% of portfolio›$10.9K
Chilton Capital Management LLC197
0.0% of portfolio›$10.2K
Foster Dykema Cabot & Partners, LLC196
0.0% of portfolio›$10.1K
New England Capital Financial Advisors LLC163
0.0% of portfolio›$8.4K
Harbor Investment Advisory, LLC160
0.0% of portfolio›$8.3K
Concord Wealth Partners148
0.0% of portfolio›$7.7K
Atlantic Edge Private Wealth Management, LLC140
0.0% of portfolio›$7.2K
High Point Wealth Management, LLC131
0.0% of portfolio›$6.8K
Mainstream Capital Management LLC130
0.0% of portfolio›$6.7K
Signature Resources Capital Management, LLC127
0.0% of portfolio›$6.6K
Princeton Global Asset Management LLC122
0.0% of portfolio›$6.3K
Blue Bell Private Wealth Management, LLC115
0.0% of portfolio›$6.0K
Maryland Capital Advisors Inc.114
0.0% of portfolio›$5.9K
Comprehensive Financial Planning, Inc.106
0.0% of portfolio›$5.5K
Elevated Capital Advisors, LLC104
0.0% of portfolio›$5.4K
RMG Wealth Management LLC77
0.0% of portfolio›$3.8K
Noble Wealth Management PBC70
0.0% of portfolio›$3.6K
Hazlett, Burt & Watson, Inc.60
0.0% of portfolio›$3
Bfsg, LLC59
0.0% of portfolio›$3.1K
Tounjian Advisory Partners, LLC57
0.0% of portfolio›$3.0K
Eastern Bank48
0.0% of portfolio›$2.5K
Networth Advisors, LLC48
0.0% of portfolio›$2.5K
Southern Michigan Bank & Trust46
0.0% of portfolio›$2.4K
Wilmington Savings Fund Society, FSB43
0.0% of portfolio›$2.2K
MTM Investment Management, LLC42
0.0% of portfolio›$2.2K
Your Advocates Ltd., LLP26
0.0% of portfolio›$1.3K
RHL Group, LLC15
0.0% of portfolio›$784
Spurstone Advisory Services, LLC11
0.0% of portfolio›$567
Strategic Advocates LLC9
0.0% of portfolio›$466
Murphy & Mullick Capital Management Corp8
0.0% of portfolio›$414
DecisionPoint Financial, LLC3
0.0% of portfolio›$155
Activest Wealth Management2
0.0% of portfolio›$105
StyleTurnoverLocationFiled
Creative Planning
21,219,445$1.1B0.6%IndexVery LowOverland Park, KS2026-11-02
Vantagepoint Investment Advisers LLC
2,518,842$130.4M1.0%ETFVery LowWashington, DC2026-10-26
Assetmark, Inc
1,396,485$72.3M0.1%ETFLowConcord, CA2026-10-21
Cassaday & Co Wealth Management LLC
1,095,309$56.7M1.0%ETFVery LowMclean, VA2026-10-27
Matauro, LLC
1,016,241$52.6M6.5%ETFLowNew York, NY2026-11-03
Cutler Investment Counsel LLC
825,163$42.7M4.0%CoreLowJacksonville, OR2026-10-28
Jnba Financial Advisors
803,644$41.6M3.1%ETFMediumBloomington, MN2026-11-03
Signature Estate & Investment Advisors LLC
798,357$41.3M0.7%ETFMediumLos Angeles, CA2026-10-13
AlphaStar Capital Management, LLC
789,133$40.8M2.4%ETFMediumCornelius, NC2026-10-16
Capital Asset Advisory Services LLC
766,035$38.0M1.3%ETFLowWilliamston, MI2026-10-30
Park Avenue Securities LLC
693,541$35.9K0.0%ETFMediumNew York, NY2026-10-26
Global Strategic Investment Solutions, LLC
690,528$35.7M3.1%ETFLowScottsdale, AZ2026-10-16
Vicus Capital
636,699$33.0M2.1%ETFMediumState College, PA2026-11-05
Commonwealth Equity Services, LLC
611,656$31.7M0.0%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
570,262$29.5K0.0%ETFLowFairfield, IA2026-11-02
CGN Advisors LLC
567,352$29.4M2.3%ETFLowManhattan, KS2026-10-21
KWB Wealth
493,608$25.5M2.2%ETFMediumRedlands, CA2026-10-16
Woodmont Investment Counsel LLC
469,612$24.3M1.3%GARPVery LowNashville, TN2026-10-29
Wealth Enhancement Advisory Services, LLC
465,545$23.6M0.0%CoreLowPlymouth, MN2026-10-13
Capital Wealth Management, LLC
439,918$22.8M5.2%ETFVery LowW. Warwick, RI2026-10-27
Kestra Advisory Services, LLC
431,569$22.3M0.1%CoreLowAustin, TX2026-11-02
Landmark Wealth Management, Inc.
397,937$20.6M6.8%ETFLowNormal, IL2026-11-04
Lpwm LLC
389,237$20.1M4.4%ETFMediumMinneapolis, MN2026-10-20
Rodgers & Associates, LTD
387,712$20.1M1.9%ETFVery LowLancaster, PA2026-10-20
Facet Wealth, Inc.
349,464$18.1M0.2%IndexVery LowWest Palm Beach, FL2026-11-04
Flagship Harbor Advisors, LLC
348,756$18.1M0.7%ETFMediumBoston, MA2026-10-26
Isthmus Partners, LLC
342,027$17.7M1.7%ValueMediumMadison, WI2026-10-21
Daymark Wealth Partners, LLC
336,279$17.4M0.4%CoreLowCincinnati, OH2026-11-04
Gibbs Wealth Management
320,037$16.6M1.7%CoreLowAlpharetta, GA2026-10-22
Grey Fox Wealth Advisors, LLC
319,840$16.6M2.5%ETFLowRockland, DE2026-11-03
KFG Wealth Management, LLC
318,514$16.5M1.8%ETFMediumGranger, IN2026-10-16
West Wealth Group, LLC
316,839$16.4M2.5%ETFMediumIrvine, CA2026-10-14
Citigroup Inc
310,960$16.1M0.0%CoreMediumNew York, NY2026-11-04
Thrivent Financial for Lutherans
306,357$15.8K0.0%GARPMediumMinneapolis, MN2026-11-05
Forbes J M & Co LLP
291,828$15.1M1.1%GrowthVery LowBoston, MA2026-10-16
Truefg, LLC
290,950$15.1M3.5%ETFVery LowCedar Park, TX2026-10-15
SigFig Wealth Management, LLC
272,825$14.1M0.4%ETFLowSan Francisco, CA2026-10-07
Signal Advisors Wealth, LLC
268,231$13.9M0.6%ETFLowDetroit, MI2026-10-13
Peak Financial Management, Inc.
268,118$13.9M3.1%ETFVery LowWellesley, MA2026-10-16
ERn Financial, LLC
266,919$13.8M2.3%ETFVery LowMiddleton, WI2026-10-28
Affiance Financial, LLC
258,481$13.4M1.9%ETFVery LowSt. Louis Park, MN2026-10-15
Brookstone Capital Management
254,853$13.2M0.1%ETFMediumWheaton, IL2026-10-22
Moneco Advisors, LLC
250,575$13.0M0.8%ETFLowFairfield, CT2026-11-05
Marathon Strategic Advisors, LLC
250,386$13.0M7.6%ETFVery LowPittsburgh, PA2026-10-20
Atlas Private Wealth Advisors
246,527$12.8M2.8%ETFLowRed Bank, NJ2026-10-23
Summit Global Investments
244,870$12.7K0.0%CoreMediumBountiful, UT2026-10-28
Cobblestone Asset Management LLC
240,472$12.4M5.0%ETFMediumRichmond, VA2026-10-13
Perigon Wealth Management, LLC
237,425$12.3M0.2%GrowthLowSan Francisco, CA2026-10-22
Leicht Financial Planning & Wealth Management, Inc.
234,692$12.1M5.0%ETFLowParsippany, NJ2026-11-03
Moss Adams Wealth Advisors LLC
231,478$12.0M0.8%ETFLowSeattle, WA2026-10-28
Truist Financial Corp
230,769$11.9M0.0%CoreLowCharlotte, NC2026-10-30
Revisor Wealth Management LLC
217,706$11.1M2.7%CoreLowAkron, OH2026-10-20
Valtinson Bruner Financial Planning LLC
217,480$11.3M2.8%ETFLowNew Brighton, MN2026-11-02
Integrity Alliance, Llc.
209,088$10.8M0.3%ETFMediumUrbandale, IA2026-10-29
Portside Wealth Group, LLC
207,960$10.8M1.2%CoreMediumProvo, UT2026-10-20
Vise Technologies, Inc.
203,984$10.6M0.1%IndexLowNew York, NY2026-10-29
Farther Finance Advisors, LLC
199,918$10.3M0.1%IndexLowSan Francisco, CA2026-10-08
Hobart Private Capital, LLC
198,995$10.3M1.7%ETFMediumCharlotte, NC2026-10-19
Simplicity Wealth,LLC
198,123$10.3M0.3%ETFLowSummit, NJ2026-10-23
Values Added Financial LLC
197,544$10.2M3.6%ETFLowWashington, DC2026-10-28
LexAurum Advisors, LLC
193,397$10.0M1.1%ETFLowOverland Park, KS2026-10-19
Avior Wealth Management, LLC
189,780$9.8M0.3%ETFMediumOmaha, NE2026-10-13
Aquire Wealth Advisors, LLC
185,385$9.6M2.2%ETFVery LowSalt Lake City, UT2026-10-23
IFP Advisors, Inc
179,460$9.3M0.2%GrowthLowTampa, FL2026-10-16
Trilogy Capital Inc.
178,910$9.3M0.4%ETFMediumIrvine, CA2026-10-20
Brighton Securities Corp.
178,006$9.2M3.9%ETFVery LowRochester, NY2026-10-08
Detalus Advisors, LLC
177,695$9.2M1.8%ETFLowSt. Louis, MO2026-10-15
Melone Private Wealth, LLC
176,712$9.1M3.6%ETFMediumAuburn Hills, MI2026-10-16
Financial Insights, Inc.
165,533$8.6M2.2%ETFLowTacoma, WA2026-10-27
Windsor Capital Management, LLC
162,328$8.4M2.2%ETFVery LowPhoenix, AZ2026-10-13
Fonville Wealth Management LLC
159,276$8.2M1.2%ETFVery LowRichmond, VA2026-10-28
Brooklyn FI, LLC
158,588$7.8M1.2%ETFVery LowNew York, NY2026-11-05
Uptown Financial Advisors LLC
158,099$8.2M5.8%ETFVery LowDallas, TX2026-10-15
Delta Wealth Advisors LLC
156,274$8.1M5.6%ETFMediumIndianapolis, IN2026-10-09
David Kennon Inc
153,418$7.9M2.6%ETFLowSarasota, FL2026-10-13
Palatine Hill Wealth Management, LLC
151,821$7.9M5.6%ETFMediumBirmingham, MI2026-11-03
Wealth Alliance Advisory Group, LLC
151,654$7.8M1.1%CoreLowWichita, KS2026-10-14
RFG Advisory, LLC
148,929$7.7M0.1%ETFMediumBirmingham, AL2026-11-03
WBH Advisory Inc
141,811$7.3M0.5%ETFLowBaltimore, MD2026-11-05
Creative Financial Designs Inc
139,857$7.2M0.3%ETFMediumKokomo, IN2026-11-04
Optimist Retirement Group LLC
139,109$7.2M2.9%ValueLowBellevue, WA2026-10-30
HB Wealth Management, LLC
137,570$7.1M0.0%IndexVery LowAtlanta, GA2026-10-23
Fiduciary Alliance LLC
135,874$7.0M0.5%CoreMediumGreenville, SC2026-10-13
Mascoma Wealth Management LLC
135,632$7.0M1.3%ETFVery LowHanover, NH2026-10-23
CX Institutional
135,530$7.0K0.2%CoreMediumAuburn, IN2026-10-02
Raleigh Capital Management Inc.
135,030$7.0M2.2%CoreMediumCary, NC2026-10-28
Bank of New York Mellon Corp
133,337$6.9M0.0%CoreLowNew York, NY2026-11-05
Mason & Associates, LLC
133,243$6.9M1.4%ETFVery LowNewport News, VA2026-10-26
One Advisory Partners, LLC
132,613$6.9M1.9%ETFMediumOverland Park, KS2026-10-22
True Blue Financial, LLC
128,501$6.7M2.5%ETFLowStevensville, MI2026-10-15
Wolff Financial Management LLC
127,123$6.6M1.3%ETFVery LowKalamazoo, MI2026-10-23
Independent Financial Group, LLC
126,107$6.5M0.1%GrowthLowSan Diego, CA2026-10-13
Cornerstone Wealth Management, LLC
125,971$6.5M0.3%ETFVery LowSt. Peters, MO2026-11-04
Archer Investment Management, LLC
125,479$6.5M2.0%ETFHighAustin, TX2026-10-13
Phoenix Wealth Advisors
121,731$6.3M1.9%CoreLowChapel Hill, NC2026-11-03
Vision Capital Management, Inc.
121,063$6.3M0.7%CoreVery LowPortland, OR2026-10-20
Midwest Financial Network, LLC
120,404$6.2M4.2%ETFHighTinley Park, IL2026-10-13
Rinkey Investments
119,217$6.2M1.5%ETFLowSan Diego, CA2026-10-28
Financial Enhancement Group LLC
119,014$6.2M0.7%ETFMediumAnderson, IN2026-10-08
Wrenne Financial Planning LLC
116,743$6.0M2.0%ETFVery LowLexington, KY2026-10-30
Probity Advisors, Inc.
115,432$6.0M0.9%ETFLowDallas, TX2026-10-23
Churchill Financial Advisors, LLC
114,896$5.9M1.2%CoreLowLouisville, KY2026-10-20
James T. Borello RIA
114,394$5.9M1.2%ETFVery LowEast Dundee, IL2026-10-16
Towercrest Capital Management
113,292$5.9M0.8%ETFVery LowNewtown, PA2026-10-23
Integrated Capital Management, LLC
112,724$5.8M2.1%ETFLowBloomfield, MI2026-10-23
Boltwood Capital Management
112,573$5.8M1.3%ETFVery LowWalnut Creek, CA2026-10-02
Horizon Financial Services, LLC
112,405$5.8M2.2%ETFLowWinston Salem, NC2026-11-04
Blueprint Investment Partners LLC
110,983$5.7M0.5%ETFMediumGreensboro, NC2026-10-28
Pinnacle Wealth Planning Services, Inc.
106,894$5.5M0.5%GARPLowMansfield, OH2026-10-27
First Security Investment Management, Inc.
106,523$5.5M4.5%ETFVery LowLittle Rock, AR2026-11-05
Riversedge Advisors, LLC
105,776$5.5M0.7%ETFMediumWilmington, DE2026-10-09
VestGen Advisors, LLC
105,534$5.5M0.2%GrowthMediumChicago, IL2026-10-27
Heritage Family Offices, LLP
104,919$5.4M1.8%GrowthHighScottsdale, AZ2026-11-02
Financial Planning Fort Collins, LLC
102,665$5.3M3.9%ETFVery LowFort Collins, CO2026-10-16
Cypress Wealth Services, LLC
101,983$5.4M0.6%ETFLowPalm Desert, CA2026-10-21
Shum Financial Group, Inc.
100,262$5.2M3.0%GrowthVery LowAlameda, CA2026-10-13
Leslie Global Wealth, LLC
97,091$5.0M1.9%ETFLowItasca, IL2026-10-26
Axos Invest Inc.
96,931$5.0M3.8%ETFMediumLas Vegas, NV2026-10-21
ADE, LLC
96,824$5.0M2.0%ETFLowBaltimore, MD2026-10-29
Ervin Investment Management, LLC
95,406$4.9M2.7%CoreVery LowSeattle, WA2026-10-23
Key FInancial Inc
94,229$4.9M0.8%ETFLowWest Chester, PA2026-11-02
Turning Point Benefit Group, Inc.
88,671$4.6M1.9%ETFMediumFrederick, MD2026-10-28
TCP Asset Management, LLC
88,579$4.6M0.5%ETFLowUpper Arlington, OH2026-10-14
YHB Investment Advisors, Inc.
87,861$4.5M0.3%GrowthLowWest Hartford, CT2026-10-08
BayBridge Capital Group, LLC
86,991$4.5M2.4%GARPMediumLivermore, CA2026-10-13
Founders Financial Securities LLC
86,962$4.5M0.2%ETFMediumTowson, MD2026-10-28
Balefire, LLC
86,845$4.5M0.7%ETFMediumDallas, TX2026-10-09
Great Point Wealth Advisors, LLC
86,786$4.5M0.7%ETFVery LowBoston, MA2026-10-15
Single Point Partners, LLC
86,674$4.5M0.8%ETFVery LowBoston, MA2026-10-19
Alliance Wealth Management Group
86,657$4.5M0.9%ETFLowFlemington, NJ2026-10-29
Tenet Wealth Partners, LLC
84,522$4.4M3.1%ETFN/AChampaign, IL2026-10-19
Ethic Inc.
83,786$4.3M0.0%CoreLowNew York, NY2026-11-03
Parallel Advisors, LLC
82,300$4.3M0.1%IndexLowSan Francisco, CA2026-11-03
Blueprint Financial Advisors LLC
81,923$4.2M0.5%GARPMediumGreensboto, NC2026-10-28
Legacy Wealth Partners, LLC
78,515$4.1M0.9%ETFHighLakewood, CO2026-10-15
AlphaCore Capital LLC
77,409$4.0M0.1%ETFLowLa Jolla, CA2026-11-04
Maia Wealth LLC
75,873$3.9M0.5%ETFMediumDenver, CO2026-10-19
Stonehaven Wealth & TAX Solutions, LLC
75,230$3.9M3.7%ETFLowAppleton, WI2026-10-22
Grimes & Co Wealth Management, LLC
75,105$3.9M0.1%CoreLowWestborough, MA2026-10-29
Boston Standard Wealth Management, LLC
74,904$3.9M0.6%ETFLowWinchester, MA2026-10-07
Choreo, LLC
74,880$3.9M0.0%IndexLowRockford, IL2026-10-28
Olio Financial Planning
73,199$3.8M0.9%ETFVery LowMclean, VA2026-10-22
BankPlus Wealth Management LLC
73,136$3.8M1.7%ETFLowJackson, MS2026-10-13
Ehrlich Financial Group
71,556$3.7M1.9%ETFHighLaguna Niguel, CA2026-10-20
Retiremitten Financial LLC
69,425$3.5M1.3%ETFN/AMilford, MI2026-11-05
Breakwater Investment Management
67,034$3.5M1.1%ETFLowSeattle, WA2026-10-20
Legacy Solutions, LLC
66,933$3.5M2.6%ETFLowKennett Square, PA2026-10-07
Global Financial Private Client, LLC
64,946$3.4M0.9%GrowthLowSarasota, FL2026-10-15
Kingswood Wealth Advisors, LLC
64,603$3.3M0.1%GrowthLowSan Diego, CA2026-10-23
Xena Financial Planning, LLC
64,426$3.3M3.2%ETFVery LowPortland, OR2026-10-13
Ironwood Wealth Management, Llc.
63,847$3.3M0.7%ETFLowChandler, AZ2026-10-28
Oppenheimer & Co Inc
63,028$3.3M0.0%CoreLowNew York, NY2026-10-26
Salomon & Ludwin, LLC
62,576$3.2M0.3%ETFVery LowRichmond, VA2026-10-29
Prime Capital Investment Advisors, LLC
62,481$3.2M0.0%ETFLowOverland Park, KS2026-10-20
Colton Groome Financial Advisors, LLC
62,390$3.2M0.8%ETFLowAsheville, NC2026-10-06
Birch Financial Group, LLC
62,068$3.2M1.5%CoreLowKeene, NH2026-10-27
Axxcess Wealth Management, LLC
62,000$3.2M0.1%CoreLowCarlsbad, CA2026-10-21
Elwood & Goetz Wealth Advisory Group, LLC
61,731$3.2M0.4%ETFLowAthens, GA2026-10-28
Diversify Wealth Management, LLC
61,275$3.1M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
61,275$3.1M0.0%GrowthLowSandy, UT2026-10-20
BIP Wealth, LLC
60,377$3.1M0.1%ETFMediumAtlanta, GA2026-10-22
Occidental Asset Management, LLC
60,303$3.1M0.3%GrowthLowBurlingame, CA2026-11-05
Resonant Capital Advisors, LLC
58,599$3.0M0.1%ETFLowMadison, WI2026-10-15
Livet Wealth, LLC
58,042$3.0M1.7%ETFLowSpanish Fork, UT2026-10-27
Simon Quick Advisors, LLC
58,005$3.0M0.1%ETFLowMorristown, NJ2026-10-26
Partnership Wealth Management, LLC
57,326$3.0M2.1%CoreLowTowson, MD2026-10-05
Novem Group
57,253$3.0M0.3%ETFMediumRochester, NY2026-10-19
Lifestyle Asset Management, Inc.
56,401$2.9M0.7%ETFHighFriendswood, TX2026-10-20
Richardson Financial Services Inc.
56,359$2.9M1.7%GrowthMediumMedway, MA2026-10-30
Phillip James Consulting Co.
56,249$2.9M2.0%ETFVery HighPlymouth, MN2026-11-03
Sage Advisory Services, Ltd.Co.
54,779$2.8M1.5%ETFMediumAustin, TX2026-10-29
HBW Advisory Services LLC
53,825$2.8M0.3%ETFMediumSimi Valley, CA2026-10-15
Cadent Capital Advisors, LLC
53,573$2.8M0.6%ETFHighTulsa, OK2026-10-09
Higgins & Schmidt Wealth Strategies LLC
53,374$2.8M1.1%ETFLowDenver, CO2026-10-26
Midwest Capital Advisors, LLC
53,355$2.8M1.0%ETFHighGrand Rapids, MI2026-11-04
Walkner Condon Financial Advisors LLC
53,096$2.7M0.3%ETFLowVerona, WI2026-11-02
Allen Capital Group, LLC
52,595$2.7M0.2%CoreLowGrand Island, NE2026-10-27
Kroeger Financial Partners
52,367$2.7M2.7%ETFN/AGrass Valley, CA2026-10-19
Diligent Investors, LLC
51,963$2.7M0.6%CoreLowRedlands, CA2026-10-21
Asset Dedication, LLC
51,552$2.7M0.2%ETFLowSan Francisco, CA2026-11-03
RTD Financial Advisors, Inc.
50,246$2.6M0.3%ETFLowPhiladelphia, PA2026-10-09
Richmond Investment Services, LLC
49,270$2.6M0.8%ETFLowMequon, WI2026-10-29
Roan Capital Partners
49,129$2.5M1.9%ETFMediumJohnson City, TN2026-10-09
Mccarter Private Wealth Services LLC
48,071$2.5M0.8%CoreLowBoston, MA2026-10-22
Lockerman Financial Group, Inc.
47,937$2.5M3.6%ETFMediumNewport Beach, CA2026-10-19
Dynamic Advisor Solutions LLC
47,492$2.5M0.1%ETFLowPhoenix, AZ2026-10-13
Acorn Financial Advisory Services Inc
47,241$2.4M0.3%ETFMediumReston, VA2026-11-02
Meitav Investment House LTD
46,952$2.4M0.0%ETFMediumBene-Beraq, Luxembourg2026-10-28
Peterson Wealth Advisors, LLC
46,510$2.4M0.3%ETFLowOrem, UT2026-10-08
McAdam, LLC
46,447$2.4M0.1%ETFLowPhiladelphia, PA2026-10-21
Atria Investments, Inc
46,316$2.4M0.0%CoreMediumCharlotte, NC2026-10-15
Fifth Third Securities, Inc.
45,674$2.4M0.1%ETFLowCincinnati, OH2026-10-21
Vested Financial Planning, LLC
45,079$2.3M1.6%ETFMediumSan Carlos, CA2026-10-28
Wealthcare Advisory Partners LLC
44,649$2.3M0.0%ETFLowWest Chester, PA2026-10-21
BlueChip Wealth Advisors LLC
44,378$2.3M0.8%ETFMediumMilton, GA2026-11-03
Apella Capital, LLC
44,305$2.3M0.0%ETFVery LowWest Hartford, CT2026-10-08
Sherman Wealth Management LLC
44,135$2.3M1.6%ETFLowGaithersburg, MD2026-10-16
Integrity Advisory Solutions, LLC
42,848$2.2M0.2%ETFMediumDallas, TX2026-10-29
Kohmann Bosshard Financial Services, LLC
42,745$2.2M0.2%ETFLowFairlawn, OH2026-11-04
Lanark Financial, Inc.
42,288$2.2M0.1%CoreMediumBirmingham, AL2026-10-26
Concurrent Investment Advisors, LLC
42,170$2.2M0.0%GrowthMediumTampa, FL2026-10-16
Cantor Fitzgerald Investment Advisors L.P.
41,547$2.2M0.1%YieldLowNew York, NY2026-10-21
Cambridge Financial Group, LLC
38,711$2.0M0.6%ETFLowTucson, AZ2026-10-06
Tempus Wealth Planning, LLC
38,682$2.0M0.4%ETFMediumIrvine, CA2026-10-14
Onyx Bridge Wealth Group LLC
38,324$2.0M0.2%ETFMediumTarrytown, NY2026-10-16
AdvisorNet Financial, Inc
38,297$2.0M0.1%ETFLowMinnetonka, MN2026-10-15
Towne Trust Company, N.a
37,947$2.0M0.6%CoreLowNewport News, VA2026-10-28
M Holdings Securities, Inc.
37,748$1.8K0.0%ETFHighPortland, OR2026-11-03
Hurley Capital, LLC
37,512$1.9M0.9%GARPMediumNew York, NY2026-11-05
McKinley Carter Wealth Services, Inc.
37,374$1.9M0.1%ETFMediumWheeling, WV2026-10-16
FF Advisors,LLC
37,014$1.9M0.7%ETFLowManhattan Beach, CA2026-10-21
SYM Financial Corp
36,735$1.9M0.1%ETFVery LowWinona Lake, IN2026-10-26
NavPoint Financial, Inc.
36,328$1.9M0.7%ETFVery LowPrior Lake, MN2026-10-21
Montz Harcus Wealth Management LLC
36,262$1.9M0.7%ETFVery LowNew Orleans, LA2026-10-09
Ascent Group, LLC
35,402$1.8M0.1%CoreLowVirginia Beach, VA2026-10-30
Sowell Financial Services LLC
34,894$1.8M0.1%CoreLowNorth Little Rock, AR2026-10-23
Clear Creek Financial Management, LLC
34,457$1.8M0.1%ETFMediumSilverdale, WA2026-10-28
Patriot Financial Group Insurance Agency, LLC
34,184$1.8M0.2%GrowthLowWalpole, MA2026-10-14
Smart Wealth LLC
33,302$1.7M0.4%ETFHighOmaha, NE2026-11-04
GK Wealth Management LLC
33,239$1.7M1.0%GARPVery HighReno, NV2026-10-09
Stevens Capital Partners
33,054$1.7M0.3%ETFVery LowOmaha, NE2026-10-29
Advisor OS, LLC
32,924$1.7M0.1%ETFMediumChicago, IL2026-11-03
McNaughton Wealth Management, LLC
32,896$1.7M0.6%ETFLowSan Diego, CA2026-10-09
Mission Wealth Management, LP
32,020$1.7M0.0%ETFLowSanta Barbara, CA2026-10-15
Fortitude Family Office, LLC
31,988$1.7M0.3%ETFMediumScottsdale, AZ2026-10-14
Alpha Advisors, LLC
31,731$1.6M1.2%ETFMediumRichmond, VA2026-10-19
October Effect Ltd
31,680$1.6M1.7%GrowthHighVirginia Beach, VA2026-10-20
Selby Wealth Management, LLC
31,665$1.6M0.6%ETFVery LowEmeryville, CA2026-10-16
Defined Wealth Management, LLC
31,297$1.6M0.8%ETFLowBeaverton, OR2026-10-19
R. W. Roge & Company, Inc.
31,093$1.6K0.0%ETFVery LowBohemia, NY2026-11-04
Koshinski Asset Management, Inc.
31,019$1.6M0.1%ETFLowDecatur, IL2026-10-29
Iron Financial LLC
30,410$1.6M0.7%ETFLowNorthbrook, IL2026-10-23
CFS Investment Advisory Services, LLC
30,287$1.6M0.1%ETFMediumTotowa, NJ2026-10-19
Stonehearth Capital Management, LLC
30,161$1.6M0.5%ETFMediumDanvers, MA2026-10-13
May Hill Capital, LLC
30,003$1.6M0.3%ETFLowCohasset, MA2026-11-03
Outlook Wealth Advisors, LLC
28,742$1.5M0.3%ETFMediumShenandoah, TX2026-10-28
Bison Wealth, LLC
28,668$1.5M0.1%GrowthMediumAtlanta, GA2026-10-13
Forthright Family Wealth Advisory LLC
28,639$1.5M0.8%ETFHighHouston, TX2026-11-03
JFS Wealth Advisors, LLC
28,514$1.5M0.1%ETFVery LowHermitage, PA2026-11-03
American Financial & TAX Strategies Inc
28,392$1.5M0.7%ETFVery LowNew York, NY2026-10-16
Rosenberg Matthew Hamilton
28,259$1.5M0.3%ETFVery LowGrand Junction, CO2026-10-05
Orba Wealth Advisors, L.L.C.
28,211$1.5M1.2%ETFMediumChicago, IL2026-10-23
City State Bank
27,533$1.4M0.3%GrowthVery LowNorwalk, IA2026-10-20
Lodestar Private Asset Management LLC
27,308$1.4M0.1%ETFLowAlamo, CA2026-10-26
Bond & Devick Financial Network, Inc.
27,264$1.4M0.3%ETFVery LowSt. Louis Park, MN2026-10-23
Diversified Enterprises, LLC
27,162$1.4M0.1%ETFVery LowWilmington, DE2026-10-19
Kagan Cocozza Asset Management
27,082$1.4M0.9%ETFVery LowMickleton, NJ2026-10-19
WealthPoint Financial, LLC
26,127$1.4M1.0%ETFMediumCramerton, NC2026-11-03
Sound Income Strategies, LLC
26,093$1.3M0.1%YieldMediumFt Lauderdale, FL2026-10-09
Modera Wealth Management, LLC
26,065$1.3M0.0%ETFVery LowWestwood, NJ2026-10-28
Norden Group LLC
25,928$1.3M0.1%GrowthMediumProvo, UT2026-10-20
Aegis Wealth Management, Inc.
25,923$1.3M0.8%ETFMediumGuthrie Center, IA2026-10-26
G&S Capital LLC
25,854$1.3M0.4%CoreMediumDenver, CO2026-10-23
TD Private Client Wealth LLC
25,793$1.3M0.0%ETFLowNew York, NY2026-10-28
Tradewinds Capital Management, LLC
25,633$1.3M0.2%ETFVery HighBellingham, WA2026-10-23
United Asset Strategies, Inc.
25,280$1.3M0.1%GrowthLowGarden City, NY2026-10-28
Fullerton Advisors, LLC
25,190$1.3M1.2%ETFLowDanville, CA2026-10-14
United Advisor Group, LLC
24,864$1.3M0.1%ETFLowCincinnati, OH2026-11-03
Larson Financial Group LLC
24,846$1.3M0.0%GrowthLowSt Louis, MO2026-11-05
Connecticut Wealth Management, LLC
24,775$1.3M0.0%ETFLowFarmington, CT2026-10-13
ShoreHaven Wealth Partners, LLC
24,700$1.3M0.4%ETFMediumRed Bank, NJ2026-10-16
Worth Financial Advisory Group, LLC
24,676$1.3M0.5%GrowthVery LowCharlotte, NC2026-10-19
Sound Financial Strategies Group, LLC
24,611$1.3M0.9%ETFMediumMadison, MS2026-10-30
Spire Wealth Management
24,552$1.3M0.0%GrowthMediumMclean, VA2026-10-30
Private Trust Co NA
24,499$1.3M0.1%CoreLowCleveland, OH2026-10-20
Penobscot Wealth Management
24,173$1.3M0.3%ETFVery LowPortland, ME2026-10-21
Hassell Wealth Management, LLC
23,662$1.2M0.4%ETFLowHouma, LA2026-10-19
Independent Wealth Network Inc.
23,260$1.2M0.3%ETFMediumUrbandale, IA2026-10-19
Range Financial Group LLC
23,044$1.2M0.3%GARPMediumTigard, OR2026-10-21
Sanchez Gaunt Capital Management, LLC
22,866$1.2M0.7%ETFN/AReno, NV2026-11-03
Integrity Wealth Partners, LLC
22,818$1.2M0.9%ETFN/AWalnut Creek, CA2026-10-14
Trinity Wealth Management, LLC
22,741$1.2M0.4%ETFMediumBerwyn, PA2026-10-13
Mullaney, Keating & Wright, Inc.
22,731$1.2M0.5%GrowthVery LowMiddletown, CT2026-10-19
Financial Network Wealth Advisors LLC
22,693$1.2M1.2%ETFLowMurray, UT2026-10-28
Portland Financial Advisors Inc
22,636$1.2M2.0%ETFVery LowPort Washington, NY2026-10-26
Level Wealth Management LLC
22,439$1.2M0.4%ETFVery LowGreensboro, NC2026-10-23
Apeiron RIA LLC
22,398$1.2M0.3%ETFMediumDallas, TX2026-10-08
XY Planning Network, Inc.
22,312$1.2M0.1%ETFLowBozeman, MT2026-10-14
Pacifica Partners Inc.
22,310$1.1M0.3%CoreLowSurrey, South Africa2026-10-09
Tennessee Valley Asset Management Partners
21,547$1.1M0.1%ETFLowKnoxville, TN2026-11-03
Upper Left Wealth Management, LLC
21,540$1.1M0.6%ETFMediumTampa, FL2026-10-14
Wedmont Private Capital
21,375$1.1M0.0%IndexVery LowWest Chester, PA2026-10-09
Aire Advisors, LLC
20,876$1.1M0.2%ETFVery LowBeverly Hills, CA2026-10-22
Lido Advisors, LLC
20,807$1.1M0.0%GrowthLowLos Angeles, CA2026-11-04
Towerpoint Wealth, LLC
20,487$1.1M0.4%ETFLowSacramento, CA2026-10-13
RCW Management, LLC
20,161$1.0M0.9%ETFVery LowJacksonville, FL2026-10-30
Foronjy Financial LLC
19,605$1.0M0.4%ETFLowLos Osos, CA2026-10-14
Triumph Capital Management
19,487$1.0M0.2%ETFMediumDenver, CO2026-10-14
Sharkey, Howes & Javer
19,411$1.0M0.1%ETFMediumDenver, CO2026-10-22
Sentinel Advisory Group, LLC
19,315$999.7K0.4%ETFVery LowMiddleton, WI2026-10-20
National Wealth Management Group, LLC
18,902$978.3K0.3%ETFMediumCincinnati, OH2026-10-26
Sunburst Financial Group, LLC
18,865$976.5K0.2%ETFVery LowVestavia Hills, AL2026-10-09
Verus Capital Partners, LLC
18,846$975.5K0.1%GrowthLowScottsdale, AZ2026-11-03
Certified Advisory Corp
18,831$974.7K0.1%ETFLowAltamonte Springs, FL2026-10-29
JIM Saulnier & Associates, LLC
18,761$971.1K0.4%ETFLowFort Collins, CO2026-11-04
Sigma Planning Corp
18,572$958.4K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Redwood Financial Network Corp
18,483$956.7K0.5%ETFLowSolon, OH2026-11-03
Hibernia Wealth Partners, LLC
18,226$943.4K0.5%ETFVery LowBaton Rouge, LA2026-10-29
Orin Green Financial, LLC
18,085$936.1K0.4%ETFVery LowSan Diego, CA2026-10-19
MBA Advisors LLC
18,026$933.0K0.3%ETFLowHermitage, PA2026-10-29
Ocean Park Asset Management, LLC
17,982$930.7K0.1%ETFLowSanta Monica, CA2026-10-21
USAdvisors Wealth Management, LLC
17,935$9280.0%ETFLowEden Prairie, MN2026-10-21
Apollon Wealth Management, LLC
17,878$925.4K0.0%GrowthLowMount Pleasant, SC2026-10-23
Rede Wealth, LLC
17,847$923.8K0.3%ValueMediumCharlottesville, VA2026-10-22
Exchange Traded Concepts, LLC
17,672$914.7K0.0%GrowthMediumOklahoma City, OK2026-10-28
Curtis Advisory Group, LLC
17,627$912.4K0.2%ETFLowSanta Barbara, CA2026-10-28
Waller Financial Planning Group, Inc
17,485$905.0K0.2%ETFMediumColumbus, OH2026-10-07
Private Wealth Group, LLC
17,281$894.5K0.3%ETFLowTampa, FL2026-10-19
Net Worth Advisory Group
17,265$889.2K0.2%GARPMediumSandy, UT2026-10-20
Family Investment Center, Inc.
17,117$886.0K0.1%ETFMediumSaint Joseph, MO2026-10-19
Autumn Glory Partners, LLC
16,945$877.1K0.2%CoreMediumDallas, TX2026-10-26
Hughes Financial Services, LLC
16,793$829.9K0.1%ETFLowHerndon, VA2026-10-30
Split Rock Private Trading & Wealth Management, LLC
16,701$864.4K0.6%GrowthMediumCloquet, MN2026-10-15
Carnegie Investment Counsel
16,656$862.1K0.0%CoreLowPepper Pike, OH2026-10-20
Beacon Financial Group
16,485$853.3K0.1%ETFMediumDallas, TX2026-10-19
Rooted Wealth Advisors, Inc.
16,459$852.2K0.2%ETFLowBourbonnais, IL2026-11-03
Inman Jager Wealth Management, LLC
16,435$850.7K0.4%ETFVery LowHattiesburg, MS2026-11-05
DWM Financial Group, Inc.
16,395$848.6K0.7%ETFN/APalatine, IL2026-10-28
ARQ Wealth Advisors, LLC
15,876$821.8K0.1%ETFLowScottsdale, AZ2026-10-29
Powers Advisory Group, LLC
15,624$808.7K0.2%ETFVery LowHighland, IL2026-10-14
Morling Financial Advisors, LLC
15,439$799.1K0.2%ETFLowFremont, CA2026-10-28
Absolute Capital Management, LLC
15,402$797.2K0.2%ETFMediumPittsburgh, PA2026-10-16
River Street Advisors LLC
15,014$777.1K0.2%CoreLowAurora, IL2026-10-22
Balboa Wealth Partners
14,905$771.5K0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
Breachway Investments LLC
14,801$766.1K1.2%ETFLowCharlestown, RI2026-10-19
Victory Financial Group, LLC
14,755$763.7K0.1%ETFLowAustin, TX2026-10-27
Northwest Wealth Management, LLC
14,577$754.5K0.1%ETFLowSpencer, IA2026-10-30
Black Diamond Financial, LLC
14,509$751.0K0.1%ETFVery LowTowson, MD2026-10-26
CoreCap Advisors, LLC
14,326$741.6K0.0%ETFMediumSouthfield, MI2026-10-08
Clearview Wealth Management LLC
13,783$718.8K0.5%ETFLowIrvine, CA2026-10-16
Watershed Private Wealth LLC
13,755$712.0K0.2%ETFMediumOak Brook, IL2026-10-30
K2 Financial Inc.
13,708$714.5K0.5%ETFLowGlendora, CA2026-10-26
Bensler, LLC
13,627$705.3K0.1%MomentumMediumBellevue, WA2026-11-05
Apollon Financial, LLC
13,595$703.7K0.1%ETFVery LowMount Pleasant, SC2026-10-23
Vericrest Private Wealth
13,426$694.9K0.6%ETFLowNewtown, PA2026-10-21
Dynamic Financial Group
13,337$690.3K0.5%ETFLowCedar Falls, IA2026-10-28
Stanich Group LLC
13,280$687.3K0.3%ETFVery LowMontauk, NY2026-10-16
Symphony Financial, Ltd. Co.
13,122$680.1K0.1%GrowthLowHouston, TX2026-10-22
Old Second National Bank of Aurora
12,998$672.8K0.1%CoreLowAurora, IL2026-10-22
Macroview Investment Management LLC
12,845$664.8K0.4%ETFLowBethesda, MD2026-10-26
Patriot Investment Management Group, Inc.
12,832$664.2K0.0%ETFVery LowKnoxville, TN2026-10-15
Plan A Wealth LLC
12,805$662.8K0.2%CoreLowLincoln, NE2026-10-08
Winnacle Wealth LLC
12,419$642.8K0.4%CoreMediumWaco, TX2026-10-15
Gilman Hill Asset Management, LLC
12,250$634.1K0.1%YieldMediumNew Canaan, CT2026-10-13
TFB Advisors LLC
12,001$621.1K0.3%ETFLowOverland Park, KS2026-11-02
Rainier Family Wealth Inc
11,959$619.0K0.3%GrowthLowTacoma, WA2026-11-02
Post Resch Tallon Group Inc.
11,901$616.0K0.4%ETFLowPittsford, NY2026-10-09
Kraft, Davis & Associates, LLC
11,742$595.7K0.1%ETFMediumSt. Louis, MO2026-10-21
SeaBridge Investment Advisors LLC
11,662$603.6K0.1%GrowthMediumSummit, NJ2026-11-02
TKG Advisors, LLC
11,526$596.6K0.2%MomentumMediumValparaiso, IN2026-11-02
4Wealth Advisors, Inc.
11,456$595.7K0.4%ETFMediumBurr Ridge, IL2026-10-13
MGO One Seven LLC
11,201$579.8K0.0%GrowthLowBeachwood, OH2026-10-28
Idaho Trust Co
11,122$575.6K0.2%ETFLowBoise, ID2026-11-04
Clark Asset Management, LLC
10,997$569.2K0.0%ETFVery LowStratham, NH2026-10-19
Advisory Resource Group
10,950$566.8K0.1%GARPMediumTulsa, OK2026-10-26
NBT Bank, N.A.
10,847$561.4K0.0%CoreLowNorwich, NY2026-10-21
Trek Financial, LLC
10,784$558.2K0.0%ETFHighScottsdale, AZ2026-10-29
Foundation Wealth Management, Llc\pa
10,781$558.0K0.2%ETFLowMedia, PA2026-10-14
Mather Group, Llc.
10,751$556.5K0.0%ETFMediumChicago, IL2026-10-14
WealthPlan Investment Management, LLC
10,621$549.8K0.0%GrowthMediumOmaha, NE2026-10-15
Kestra Private Wealth Services, LLC
10,497$543.3K0.0%GrowthLowAustin, TX2026-10-30
Sentinel Pension Advisors, LLC
10,470$542.0K0.1%ETFLowWakefield, MA2026-11-02
Rossby Financial, LCC
10,353$535.9K0.1%ETFMediumMelbourne, FL2026-11-05
Cooksen Wealth, LLC
10,147$529.8K0.3%ETFVery LowThe Woodlands, TX2026-10-13
Chicago Partners Investment Group LLC
9,915$492.5K0.0%GARPLowChicago, IL2026-10-27
Angeles Wealth Management, LLC
9,900$512.4K0.0%ETFLowSanta Monica, CA2026-10-26
Landmark Wealth Management, LLC
9,765$505.4K0.1%ETFVery LowMelville, NY2026-11-03
SkyOak Wealth, LLC
9,724$503.3K0.1%ETFLowSouthfield, MI2026-10-28
Spinnaker Investment Group, LLC
9,648$499.3K0.1%ETFLowNewport Beach, CA2026-10-13
TSA Wealth Managment LLC
9,648$499.4K0.1%ETFMediumHouston, TX2026-10-22
Convergence Financial, LLC
9,584$496.1K0.1%ETFMediumColumbia, MO2026-10-27
Life Planning Partners, Inc
9,573$495.5K0.4%ETFVery LowJacksonville, FL2026-10-28
One Wealth Capital Management, LLC
9,560$494.8K0.2%GrowthMediumScottsdale, AZ2026-10-23
PKS Advisory Services, LLC
9,537$493.8K0.1%ETFMediumAlbany, NY2026-10-26
Claro Advisors Inc.
9,443$488.8K0.0%CoreLowBoston, MA2026-11-02
Virtue Capital Management, LLC
9,386$485.8K0.1%GrowthHighBrentwood, TN2026-10-29
TSG Advice Partners, LLC
9,356$484.5K0.1%ETFN/AColumbus, OH2026-10-29
Csenge Advisory Group
9,332$483.0K0.0%ETFMediumClearwater, FL2026-11-04
Alliance Wealth Advisors, LLC
9,272$479.9K0.1%ETFHighCenterville, UT2026-10-28
First Heartland Consultants, Inc.
9,076$469.8K0.0%ETFMediumLake St. Louis, MO2026-10-08
HUB Investment Partners, LLC
9,063$469.1K0.0%GrowthLowAustin, TX2026-11-03
Greystone Financial Group, LLC
9,030$467.4K0.1%GrowthMediumBloomfield Hills, MI2026-10-26
Carroll Advisory Group, LLC
9,000$465.9K0.1%ETFVery LowTexarkana, TX2026-10-16
ACT Advisors, Llc.
8,873$459.3K0.1%ETFMediumAsheville, NC2026-10-15
Insight Advisors, LLC/ PA
8,859$458.5K0.1%ETFMediumNewtown, PA2026-10-22
Y-Intercept (Hong Kong) Ltd
8,660$448.2K0.0%ValueVery HighHong Kong, South Korea2026-10-16
FSM Wealth Advisors, LLC
8,504$438.2K0.0%ETFLowCleveland, OH2026-10-27
Clarity Capital Advisors, LLC
8,459$437.8K0.2%ETFVery LowLakewood Ranch, FL2026-10-27
Trust Co
8,394$434.5K0.0%ETFVery LowManhattan, KS2026-10-09
E6 Portfolios, LLC
8,349$432.1K0.3%ETFLowMidvale, UT2026-10-26
Redmond Asset Management, LLC
8,324$430.9K0.1%CoreLowHenrico, VA2026-10-27
Forbes Financial Planning, Inc.
8,313$430.3K0.2%ETFLowEast Greenwich, RI2026-10-23
Gerber Kawasaki Wealth & Investment Management
8,283$428.8K0.0%ETFLowSanta Monica, CA2026-10-29
Cyndeo Wealth Partners, LLC
8,195$424.2K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Gateway Investment Advisers LLC
8,185$423.7K0.0%GrowthLowCincinnati, OH2026-10-13
Evolution Wealth Management Inc.
8,178$423.3K0.2%ETFMediumFort Myers, FL2026-10-28
Marino, Stram & Associates LLC
8,176$423.2K0.1%ETFVery LowBraintree, MA2026-10-22
Brighton Jones LLC
8,140$421.3K0.0%CoreVery LowSeattle, WA2026-11-03
Buck Wealth Strategies, LLC
8,134$421.0K0.0%ValueMediumDenver, CO2026-10-28
NorthCrest Asset Manangement, LLC
8,102$417.5K0.0%GrowthLowPlymouth, MN2026-10-13
Firestone Capital Management
8,003$414.2K0.1%ETFVery LowSouth Miami, FL2026-11-03
E&G Advisors, LLC
7,993$413.7K0.1%ETFVery LowHouston, TX2026-10-13
Sterling Wealth Management, Inc.
7,904$409.1K0.1%ETFLowChampaign, IL2026-10-23
Lantz Financial LLC
7,891$408.4K0.1%ETFLowNaperville, IL2026-10-15
Baker Tilly Wealth Management, LLC
7,699$398.5K0.1%GrowthLowMadison, WI2026-10-05
Kelly Financial Services LLC
7,669$397.0K0.1%ETFMediumBraintree, MA2026-10-20
Formidable Asset Management, LLC
7,608$393.9K0.1%CoreLowCincinnati, OH2026-11-03
Destiny Capital Corp
7,445$385.4K0.2%ETFVery LowDenver, CO2026-11-03
Clear Retirement Advice LLC
7,412$383.6K0.3%ETFVery LowSan Mateo, CA2026-10-22
PFG Advisors
7,410$383.5K0.0%ETFMediumPhoenix, AZ2026-10-16
Fortitude Financial, LLC
7,287$377.2K0.2%ETFHighSpokane, WA2026-10-19
Hutchens & Kramer Investment Management Group, LLC
7,254$375.5K0.1%ETFLowIndianapolis, IN2026-10-16
R2 Capital Strategies, LLC
7,238$374.6K0.2%ETFN/ALincoln, NE2026-10-15
Gerald Baker Financial Group LLC
7,203$372.8K0.1%GARPLowArlington, TX2026-10-09
Burney Co/
7,203$372.8K0.0%GARPMediumReston, VA2026-10-15
Prospera Financial Services Inc
6,992$338.9K0.0%CoreMediumDallas, TX2026-11-04
Accurate Wealth Management, LLC
6,975$363.7K0.0%CoreMediumWesley Chapel, FL2026-10-20
Wilkerson Advisory Group LLC
6,975$361.0K0.1%ETFMediumColumbia, MO2026-10-20
Balentine LLC
6,924$358.4K0.0%ETFLowAtlanta, GA2026-11-03
Gainline Financial Partners, LLC
6,757$349.7K0.3%ETFN/ALouisville, CO2026-10-15
Meridian Wealth Management, LLC
6,754$349.6K0.0%GrowthLowLexington, KY2026-11-05
Sima Wealth Partners, LLC
6,752$349.5K0.2%ETFVery LowRichmond, VA2026-10-19
KPP Advisory Services LLC
6,730$348.4K0.1%GrowthMediumLouisville, KY2026-10-26
Castleview Partners, LLC
6,694$346.5K0.2%CoreMediumDallas, TX2026-10-09
Sagespring Wealth Partners, LLC
6,651$344.3K0.0%ETFLowFranklin, TN2026-10-22
Professional Financial Advisors, LLC
6,600$341.6K0.1%ETFMediumNorth Platte, NE2026-10-13
Forvis Mazars Wealth Advisors, LLC
6,568$340.0K0.0%ETFVery LowSpringfield, MO2026-10-13
Prosperity Financial Group, Inc.
6,530$338.0K0.1%GrowthMediumSan Ramon, CA2026-10-29
Narus Financial Partners, LLC
6,503$336.6K0.1%ValueLowSalt Lake City, UT2026-10-19
Fell Capital Management
6,503$336.6K0.3%CoreLowNewport Beach, CA2026-10-09
MLG Wealth Management DBA Pine Grove Financial Group
6,450$333.9K0.0%ETFMediumWoodbury, MN2026-10-13
D.A. Davidson & Co.
6,448$333.7K0.0%CoreLowGreat Falls, MT2026-10-28
Client 1ST Advisory Group, LLC
6,315$326.9K0.1%ETFVery LowDunedin, FL2026-10-19
High Net Worth Advisory Group LLC
6,284$325.3K0.1%ETFVery LowNaples, FL2026-10-26
Donalies Financial Planning, LLC
6,221$322.0K0.2%ETFVery LowWashington, DC2026-10-19
Sovran Advisors, LLC
6,207$306.8K0.0%ETFMediumSan Diego, CA2026-11-02
Gilpin Wealth Management, LLC
6,120$316.8K0.2%GrowthLowDenver, CO2026-10-09
Thrive Wealth Management, LLC
6,119$316.7K0.0%ETFVery LowAudubon, PA2026-10-13
Aspect Partners, LLC
6,074$314.4K0.1%ETFMediumFairfax, VA2026-10-20
Fourpath Capital Management, LLC
6,068$314.1K0.0%CoreMediumOklahoma City, OK2026-10-19
EverSource Wealth Advisors, LLC
6,034$312.3K0.0%CoreMediumBirmingham, AL2026-11-04
RCS Financial Planning, LLC
5,981$309.6K0.2%ETFMediumAnnapolis, MD2026-10-14
Focus Financial Network, Inc.
5,945$307.7K0.0%ETFLowMinneapolis, MN2026-10-14
Barnes Dennig Private Wealth Management LLC
5,933$307.1K0.3%CoreLowCincinnati, OH2026-10-30
Triad Wealth Partners, LLC
5,932$307.1K0.0%ETFMediumLawrence, KS2026-10-26
Spartan Planning & Wealth Management
5,902$305.5K0.2%GrowthHighGreensboro, NC2026-10-13
Financial Guidance Group, Inc.
5,888$304.8K0.1%ETFVery LowPalm Harbor, FL2026-10-21
Wealth Advisors Northwest LLC
5,861$303.4K0.1%ETFLowPortland, OR2026-10-29
Weitzel Financial Services, Inc.
5,793$299.9K0.1%ETFVery LowDubuque, IA2026-10-16
APS Management Group, Inc.
5,792$299.8K0.2%ETFMediumTorrance, CA2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
5,789$299.6K0.0%GrowthVery LowSeattle, WA2026-10-27
Vestia Personal Wealth Advisors
5,737$296.9K0.1%ETFMediumFort Wayne, IN2026-10-20
J2 Capital Management Inc
5,736$296.9K0.2%ETFHighTroy, MI2026-10-19
IFG Advisors, LLC
5,720$296.1K0.0%ETFVery LowSt. Louis, MO2026-10-15
Graetz Wealth LLC
5,656$292.7K0.2%ETFMediumJenison, MI2026-10-27
Abound Wealth Management
5,569$288.3K0.1%ETFVery LowFranklin, TN2026-10-26
Venture Visionary Partners LLC
5,499$284.6K0.0%CoreLowSylvania, OH2026-10-07
Fragasso Financial Advisors Inc
5,341$278.8K0.0%ETFLowSewickley, PA2026-10-13
Capital CS Group, LLC
5,252$271.8K0.2%YieldMediumIrvine, CA2026-10-29
Carrera Capital Advisors
5,165$267.3K0.0%ETFMediumTroy, MI2026-11-03
SAX Wealth Advisors, LLC
5,160$267.1K0.0%ETFVery LowParsippany, NJ2026-10-13
Western Reserve Capital Management, LLC
5,149$266.5K0.2%ETFLowHudson, OH2026-10-14
FC Advisory LLC
5,039$260.8K0.1%ETFVery LowWest Chester, PA2026-10-05
JGP Wealth Management, LLC
4,992$258.4K0.0%CoreLowBend, OR2026-10-13
Keybank National Association
4,959$256.7K0.0%CoreLowBrooklyn, OH2026-11-04
Evergreen Capital Management LLC
4,872$252.2K0.0%GARPMediumBellevue, WA2026-10-23
CWA Asset Management Group, LLC
4,869$252.0K0.0%CoreMediumNaples, FL2026-10-19
Stonebridge Financial Group, LLC
4,820$249.5K0.0%ETFMediumWormleysburg, PA2026-10-01
OFS Enterprise LLC
4,809$248.9K0.1%ETFVery LowKearney, NE2026-10-16
Tsfg, LLC
4,670$2420.0%ETFLowLake Forest, IL2026-10-23
Golden State Wealth Management, LLC
4,641$240.3K0.0%ETFMediumSanta Ana, CA2026-11-02
MSH Capital Advisors LLC
4,583$237.2K0.0%CoreLowScottsdale, AZ2026-11-03
True North Advisors, LLC
4,581$237.1K0.0%CoreMediumDallas, TX2026-10-22
Security Financial Services, Inc.
4,548$235.4K0.0%ETFMediumFort Wayne, IN2026-10-29
Whalen Wealth Management Inc.
4,495$232.7K0.1%GrowthHighLas Vegas, NV2026-10-08
Iams Wealth Management, LLC
4,453$230.5K0.1%CoreMediumOmaha, NE2026-10-15
Pacific Excel Wealth Advisors, Inc.
4,311$223.1K0.2%ETFHighWalnut Creek, CA2026-10-27
XML Financial, LLC
4,230$218.9K0.0%ETFLowBethesda, MD2026-10-29
Bahl & Gaynor LLC
4,175$216.1K0.0%CoreLowCincinnati, OH2026-11-05
Chris Bulman Inc
3,947$204.3K0.1%ETFLowRoseville, CA2026-10-20
BCK Partners, Inc.
3,932$203.5K0.1%ETFVery LowCorning, NY2026-10-23
Root Financial Partners, LLC
3,049$157.8K0.0%ETFMediumEncinitas, CA2026-10-21
Markowski Investments
2,780$143.9K0.0%ETFN/ATampa, FL2026-10-30
Provenance Wealth Advisors, LLC
2,397$124.1K0.0%ETFLowFort Lauderdale, FL2026-10-30
Brown, Lisle Ings, Inc.
2,282$118.1K0.0%CoreVery LowProvidence, RI2026-10-16
SBI Securities Co., Ltd.
2,195$113.6K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Balance Wealth Partners LLC
2,132$110.4K0.0%ETFMediumWorthington, OH2026-10-27
MeadowBrook Investment Advisors LLC
2,124$105.5K0.1%CoreLowLivonia, MI2026-10-29
Farmers & Merchants Investments Inc
2,090$108.2K0.0%CoreVery LowLincoln, NE2026-10-22
Evermay Wealth Management LLC
1,983$102.6K0.0%ETFLowArlington, VA2026-11-05
Gamma Investing LLC
1,981$102.5K0.0%IndexVery LowFoster City, CA2026-10-08
Portfolio Resources Advisor Group, Inc.
1,969$101.9K0.1%ETFMediumCoral Gables, FL2026-10-20
Quadrant Capital Group LLC
1,880$98.0K0.0%CoreLowCincinnati, OH2026-10-20
Downshift Financial, LLC
1,814$93.9K0.0%ETFLowBoulder, CO2026-10-13
Laurel Wealth Advisors LLC
1,733$89.7K0.0%CoreVery LowCharlotte, NC2026-10-27
Ashton Thomas Private Wealth, LLC
1,689$87.4K0.0%CoreMediumScottsdale, AZ2026-11-03
Archer Investment Corp
1,644$85.1K0.0%CoreMediumCarmel, IN2026-11-05
Creative Capital Management Investments LLC
1,622$84.0K0.0%ETFLowSan Diego, CA2026-10-28
Glass Jacobson Investment Advisors llc
1,608$83.2K0.0%ETFLowOwings Mills, MD2026-10-26
Planning Strategies Inc.
1,500$77.6K0.0%ETFN/ALancaster, PA2026-10-02
Covestor Ltd
1,460$760.0%ValueHighLondon, United Kingdom2026-10-30
Valley National Advisers Inc
1,307$67.7K0.0%ETFLowBethlehem, PA2026-10-23
Halbert Hargrove Global Advisors, LLC
1,280$66.3K0.0%ETFLowLong Beach, CA2026-10-16
Latitude Advisors, LLC
1,137$58.8K0.0%ETFLowYorkville, IL2026-10-27
Bell Investment Advisors, Inc
1,103$57.1K0.0%ETFVery LowOrinda, CA2026-10-29
MJT & Associates Financial Advisory Group, Inc.
1,091$56.5K0.0%ETFLowMontevideo, MN2026-10-07
Pension & Wealth Management Advisors, Inc.
1,000$51.8K0.0%ETFLowWaltham, MA2026-10-16
Cherry Tree Wealth Management, LLC
943$48.8K0.0%ETFVery LowMinnetonka, MN2026-10-15
Sunrise Financial Services, LLC
932$48.2K0.0%ETFMediumBurien, WA2026-10-21
Signaturefd, LLC
862$44.6K0.0%IndexLowAtlanta, GA2026-10-23
Blue Trust, Inc.
862$44.6K0.0%ETFLowBrentwood, TN2026-10-15
Quest 10 Wealth Builders, Inc.
752$38.9K0.0%ETFLowFuquay-Varina, VA2026-11-02
Key Capital Management, Inc
736$38.1K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Cape Investment Advisory, Inc.
705$36.5K0.0%ETFLowMcdonough, GA2026-10-13
Physician Wealth Advisors, Inc.
692$35.8K0.0%ETFMediumMidvale, UT2026-10-20
Independence Bank of Kentucky
678$35.1K0.0%GrowthLowOwensboro, KY2026-10-26
Legacy Bridge, LLC
671$34.7K0.0%GrowthVery LowWest Des Moines, IA2026-10-28
First Horizon Corp
626$32.4K0.0%CoreLowMemphis, TN2026-10-26
Ascentis Wealth Management, LLC
620$32.1K0.0%Agg GrowthLowDallas, TX2026-11-03
Align Financial, LLC
617$31.9K0.0%ETFVery LowHermantown, MN2026-10-16
Beacon Financial Strategies Corp
611$31.6K0.0%ETFVery LowRaleigh, NC2026-10-14
Essential Partners LLC
608$31.5K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Silver Grove Financial Group, Inc.
589$30.5K0.0%CoreMediumOrchard Park, NY2026-11-05
Ascentis Independent Advisors
581$30.3K0.0%ETFLowDallas, TX2026-11-03
IMG Wealth Management, Inc.
561$29.0K0.0%ETFMediumJacksonville, FL2026-10-27
Reap Financial Group, LLC
544$28.2K0.0%ETFLowAustin, TX2026-11-02
Rakuten Securities, Inc.
538$27.8K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Tompkins Financial Corp
469$24.3K0.0%CoreLowIthaca, NY2026-10-05
Investment Research & Advisory Group, Inc.
457$23.6K0.0%GrowthVery LowAtlanta, GA2026-10-19
Maseco LLP
421$21.8K0.0%ETFVery LowLondon, United Kingdom2026-10-27
Sage Mountain Advisors LLC
370$19.2K0.0%ETFLowAtlanta, GA2026-11-02
Highline Wealth Partners LLC
355$18.4K0.0%ETFMediumSherman Oaks, CA2026-10-19
Kingdom Financial Group Llc.
341$17.7K0.0%ETFMediumPeoria, AZ2026-11-04
Ares Financial Consulting, LLC
334$17.3K0.0%CoreLowCalabasas, CA2026-10-19
Essential Investment Partners LLC
321$16.6K0.0%GrowthLowEnglewood, CO2026-10-27
Washington Trust Advisors, Inc.
315$16.3K0.0%GrowthLowWellesley, MA2026-10-22
Simplex Trading, LLC
314$16.3K0.0%CoreVery HighChicago, IL2026-11-04
Blueline Advisors LLC
310$16.0K0.0%ETFLowExeter, NH2026-10-15
Tower Trust & Investment Co
300$15.5K0.0%GrowthLowDavenport, IA2026-10-28
Compass Financial Management LLC
290$15.0K0.0%CoreN/ATampa, FL2026-10-30
WPG Advisers, LLC
289$15.0K0.0%CoreLowBaltimore, MD2026-10-27
Phillips Financial Management, LLC
273$14.1K0.0%ETFVery LowFort Wayne, IN2026-10-19
Armstrong Advisory Group, Inc
250$12.9K0.0%ETFHighNeedham, MA2026-10-09
Davis Capital Management
239$12.4K0.0%CoreLowJacksonville, FL2026-10-08
Miller Global Investments, LLC
215$11.1K0.0%ValueMediumDallas, TX2026-10-02
Capital Investment Advisory Services, LLC
211$10.9K0.0%CoreMediumRaleigh, NC2026-10-30
Chilton Capital Management LLC
197$10.2K0.0%GrowthMediumHouston, TX2026-10-28
Foster Dykema Cabot & Partners, LLC
196$10.1K0.0%GrowthLowWaltham, MA2026-10-30
New England Capital Financial Advisors LLC
163$8.4K0.0%ETFLowMeriden, CT2026-11-03
Harbor Investment Advisory, LLC
160$8.3K0.0%GrowthLowLutherville, MD2026-10-13
Concord Wealth Partners
148$7.7K0.0%GrowthLowAbingdon, VA2026-11-02
Atlantic Edge Private Wealth Management, LLC
140$7.2K0.0%CoreLowJacksonville, FL2026-10-20
High Point Wealth Management, LLC
131$6.8K0.0%ETFLowChester, NJ2026-11-05
Mainstream Capital Management LLC
130$6.7K0.0%GrowthLowLos Angeles, CA2026-10-23
Signature Resources Capital Management, LLC
127$6.6K0.0%ETFLowNewport Beach, CA2026-10-16
Princeton Global Asset Management LLC
122$6.3K0.0%GrowthLowPrinceton, NJ2026-10-21
Blue Bell Private Wealth Management, LLC
115$6.0K0.0%YieldVery LowBlue Bell, PA2026-10-29
Maryland Capital Advisors Inc.
114$5.9K0.0%ETFVery LowChester, MD2026-10-15
Comprehensive Financial Planning, Inc.
106$5.5K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Elevated Capital Advisors, LLC
104$5.4K0.0%ETFMediumSandy, UT2026-11-04
RMG Wealth Management LLC
77$3.8K0.0%ETFVery HighPlatteville, WI2026-10-26
Noble Wealth Management PBC
70$3.6K0.0%YieldMediumGreenwood Village, CO2026-10-01
Hazlett, Burt & Watson, Inc.
60$30.0%CoreVery LowWheeling, WV2026-11-04
Bfsg, LLC
59$3.1K0.0%CoreLowIrvine, CA2026-10-30
Tounjian Advisory Partners, LLC
57$3.0K0.0%GrowthHighFort Myers, FL2026-11-04
Eastern Bank
48$2.5K0.0%GrowthMediumBoston, MA2026-10-05
Networth Advisors, LLC
48$2.5K0.0%ETFMediumCanonsburg, PA2026-11-03
Southern Michigan Bank & Trust
46$2.4K0.0%ETFLowColdwater, MI2026-10-19
Wilmington Savings Fund Society, FSB
43$2.2K0.0%CoreLowWilmington, DE2026-10-23
MTM Investment Management, LLC
42$2.2K0.0%CoreVery LowSpartanburg, SC2026-10-30
Your Advocates Ltd., LLP
26$1.3K0.0%ETFLowHouston, TX2026-11-03
RHL Group, LLC
15$7840.0%ETFVery HighHolly, MI2026-11-04
Spurstone Advisory Services, LLC
11$5670.0%CoreLowHigganum, CT2026-11-02
Strategic Advocates LLC
9$4660.0%GrowthLowSacramento, CA2026-11-03
Murphy & Mullick Capital Management Corp
8$4140.0%GrowthLowSmithtown, NY2026-11-02
DecisionPoint Financial, LLC
3$1550.0%ETFVery LowMesa, AZ2026-10-27
Activest Wealth Management
2$1050.0%ETFLowAventura, FL2026-10-15