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State Street Spdr Portfolio (SPDW)

CUSIP: 78463X889 | NYSE | 2125 institutional holders

Quarters

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

Creative Planning155,188,321
4.4% of portfolio›$7.8B
Auto-Owners Insurance Co11,452,145
18.0% of portfolio›$575.0M
Vantagepoint Investment Advisers LLC6,145,216
2.3% of portfolio›$308.6M
Commonwealth Equity Services, LLC6,013,606
0.4% of portfolio›$301.9M
Truist Financial Corp3,853,239
0.2% of portfolio›$193.5M
Vicus Capital3,171,739
10.1% of portfolio›$159.3M
Exchange Traded Concepts, LLC2,587,336
0.5% of portfolio›$129.9M
Jnba Financial Advisors2,454,221
9.3% of portfolio›$123.2M
Capital Asset Advisory Services LLC2,346,411
3.9% of portfolio›$115.5M
Gradient Investments LLC2,158,701
1.5% of portfolio›$108.4M
AlphaCore Capital LLC2,116,969
1.7% of portfolio›$106.3M
AlphaStar Capital Management, LLC2,075,523
6.2% of portfolio›$104.2M
Peterson Wealth Advisors, LLC2,053,612
12.0% of portfolio›$103.1M
Diversify Wealth Management, LLC2,000,708
1.5% of portfolio›$99.1M
Diversify Advisory Services, LLC2,000,708
1.5% of portfolio›$99.1M
Schneider Downs Wealth Management Advisors, LP1,851,293
8.6% of portfolio›$93.0M
Assetmark, Inc1,813,529
0.2% of portfolio›$91.1M
Park Avenue Securities LLC1,746,672
0.0% of portfolio›$87.7K
Center for Financial Planning, Inc.1,741,059
8.1% of portfolio›$87.4M
Kestra Advisory Services, LLC1,732,976
0.2% of portfolio›$87.0M
Greenleaf Trust1,675,616
0.9% of portfolio›$84.1M
Cambridge Investment Research Advisors, Inc.1,520,482
0.0% of portfolio›$76.3K
Wealthcare Advisory Partners LLC1,520,210
1.3% of portfolio›$76.3M
Truefg, LLC1,420,994
16.6% of portfolio›$71.3M
Confluence Investment Management LLC1,419,786
1.2% of portfolio›$71.3M
Facet Wealth, Inc.1,286,028
0.8% of portfolio›$64.6M
CGN Advisors LLC1,223,297
4.8% of portfolio›$61.4M
Wealth Enhancement Advisory Services, LLC1,155,919
0.1% of portfolio›$56.8M
Blueprint Investment Partners LLC1,083,038
4.4% of portfolio›$54.4M
Halbert Hargrove Global Advisors, LLC1,069,199
2.3% of portfolio›$53.7M
Global Strategic Investment Solutions, LLC979,400
4.3% of portfolio›$49.2M
Walkner Condon Financial Advisors LLC962,675
5.3% of portfolio›$48.3M
Boston Standard Wealth Management, LLC948,310
6.8% of portfolio›$47.6M
IFP Advisors, Inc915,168
0.8% of portfolio›$46.0M
TSG Advice Partners, LLC900,370
5.9% of portfolio›$45.4M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors882,068
2.2% of portfolio›$44.3M
Farther Finance Advisors, LLC817,426
0.3% of portfolio›$41.0M
Garrett Wealth Advisory Group, LLC810,095
6.2% of portfolio›$40.7M
SigFig Wealth Management, LLC804,423
1.0% of portfolio›$40.4M
KWB Wealth794,993
3.4% of portfolio›$39.9M
Concord Wealth Partners782,378
4.6% of portfolio›$39.3M
First Heartland Consultants, Inc.769,786
2.6% of portfolio›$38.7M
Concord Asset Management, LLC760,719
5.9% of portfolio›$38.2M
Gibbs Wealth Management755,542
4.0% of portfolio›$37.9M
Procyon Advisors, LLC750,358
1.6% of portfolio›$37.7M
Signature Estate & Investment Advisors LLC727,927
0.6% of portfolio›$36.5M
Auour Investments LLC721,054
10.3% of portfolio›$36.2M
Landmark Wealth Management, Inc.714,424
11.9% of portfolio›$35.9M
Moneco Advisors, LLC700,266
2.1% of portfolio›$35.2M
Higgins & Schmidt Wealth Strategies LLC681,446
13.9% of portfolio›$34.2M
Flagstone Financial Management672,944
7.4% of portfolio›$33.8M
ERn Financial, LLC661,394
5.4% of portfolio›$33.2M
RFG - Bristol Wealth Advisors, LLC657,308
7.9% of portfolio›$33.0M
Atlas Private Wealth Advisors634,981
6.9% of portfolio›$31.9M
Rinkey Investments620,532
7.5% of portfolio›$31.2M
James T. Borello RIA599,947
6.3% of portfolio›$30.1M
Tennessee Valley Asset Management Partners581,429
3.2% of portfolio›$29.2M
Blueprint Financial Advisors LLC580,708
3.1% of portfolio›$29.2M
Fiduciary Alliance LLC566,011
2.1% of portfolio›$28.4M
Treasure Coast Financial Planning556,750
13.3% of portfolio›$28.0M
Kingswood Wealth Advisors, LLC547,307
1.1% of portfolio›$27.5M
Fidelity D & D Bancorp Inc538,635
9.1% of portfolio›$27.0M
Brighton Securities Corp.534,162
11.2% of portfolio›$26.8M
Values Added Financial LLC483,842
8.6% of portfolio›$24.3M
Apella Capital, LLC480,245
0.3% of portfolio›$24.0M
Portside Wealth Group, LLC451,518
2.5% of portfolio›$22.7M
Cornerstone Wealth Management, LLC439,849
0.9% of portfolio›$22.1M
Leicht Financial Planning & Wealth Management, Inc.434,987
9.0% of portfolio›$21.8M
Simplicity Wealth,LLC427,875
0.6% of portfolio›$21.5M
Retiremitten Financial LLC423,244
8.2% of portfolio›$21.1M
Atria Investments, Inc408,769
0.2% of portfolio›$20.5M
Invenio Wealth Partners LLC405,462
7.3% of portfolio›$20.4M
Mason & Associates, LLC396,242
4.1% of portfolio›$19.9M
RFG Advisory, LLC385,675
0.3% of portfolio›$19.4M
Summit Global Investments374,245
0.0% of portfolio›$18.8K
Signal Advisors Wealth, LLC373,217
0.8% of portfolio›$18.7M
Citigroup Inc365,265
0.0% of portfolio›$18.3M
Macco Financial Group, Inc.363,704
11.0% of portfolio›$18.3M
Palatine Hill Wealth Management, LLC354,051
12.8% of portfolio›$17.8M
Moss Adams Wealth Advisors LLC338,249
1.1% of portfolio›$17.0M
Rodgers & Associates, LTD338,030
1.6% of portfolio›$17.0M
Probity Advisors, Inc.329,025
2.4% of portfolio›$16.5M
Clear Retirement Advice LLC311,958
10.5% of portfolio›$15.7M
Pecaut & Co.305,059
4.4% of portfolio›$15.3M
Gradient Capital Advisors, LLC304,861
3.5% of portfolio›$15.3M
Cliftonlarsonallen Wealth Advisors, LLC298,183
0.2% of portfolio›$15.0M
Navigation Group, LLC298,045
3.0% of portfolio›$15.0M
Plante Moran Financial Advisors, LLC293,187
0.7% of portfolio›$14.7M
Reston Wealth Management LLC292,958
4.0% of portfolio›$14.7M
Horizon Financial Services, LLC291,057
5.5% of portfolio›$14.6M
Kagan Cocozza Asset Management288,848
9.0% of portfolio›$14.5M
O'Connor Financial Group LLC287,500
5.1% of portfolio›$14.4M
Dorval Corp283,641
4.1% of portfolio›$14.2M
Verus Capital Partners, LLC283,099
0.7% of portfolio›$14.2M
Brookstone Capital Management281,466
0.1% of portfolio›$14.1M
Waller Financial Planning Group, Inc276,043
2.8% of portfolio›$13.9M
Montz Harcus Wealth Management LLC272,413
4.8% of portfolio›$13.7M
Optima Capital LLC270,486
5.4% of portfolio›$13.6M
Boltwood Capital Management270,470
3.1% of portfolio›$13.6M
Sage Advisory Services, Ltd.Co.261,262
7.1% of portfolio›$13.1M
Delta Wealth Advisors LLC260,918
9.0% of portfolio›$13.1M
Valtinson Bruner Financial Planning LLC260,505
3.2% of portfolio›$13.1M
Certified Advisory Corp259,339
1.1% of portfolio›$13.0M
Lifestyle Asset Management, Inc.259,211
3.1% of portfolio›$13.0M
Smart Wealth LLC258,334
2.6% of portfolio›$13.0M
Rosenberg Matthew Hamilton258,304
2.3% of portfolio›$13.0M
NovaPoint Capital, LLC254,452
2.8% of portfolio›$12.8M
Lanark Financial, Inc.254,166
0.9% of portfolio›$12.8M
Henderson Brothers Financial Partners, LLC254,033
4.6% of portfolio›$12.8M
Leslie Global Wealth, LLC251,259
4.6% of portfolio›$12.6M
Flagship Harbor Advisors, LLC250,669
0.5% of portfolio›$12.6M
Aquire Wealth Advisors, LLC249,603
2.8% of portfolio›$12.5M
WBH Advisory Inc243,581
0.8% of portfolio›$12.2M
True Blue Financial, LLC242,688
4.5% of portfolio›$12.2M
Financial Planning Fort Collins, LLC242,423
8.9% of portfolio›$12.2M
MGO One Seven LLC239,208
0.2% of portfolio›$12.0M
Marathon Strategic Advisors, LLC237,129
7.0% of portfolio›$11.9M
Salomon & Ludwin, LLC228,195
1.0% of portfolio›$11.5M
Spartan Planning & Wealth Management225,221
7.4% of portfolio›$11.3M
Amicus Financial Advisors, LLC222,917
2.9% of portfolio›$11.2M
Grimes & Co Wealth Management, LLC221,620
0.3% of portfolio›$11.1M
Wrenne Financial Planning LLC215,009
3.6% of portfolio›$10.8M
New England Capital Financial Advisors LLC213,672
2.5% of portfolio›$10.7M
Xena Financial Planning, LLC211,187
10.1% of portfolio›$10.6M
Partnership Wealth Management, LLC210,736
7.5% of portfolio›$10.6M
Modera Wealth Management, LLC205,352
0.1% of portfolio›$10.3M
Security Financial Services, Inc.204,671
1.4% of portfolio›$10.3M
Bensler, LLC204,211
1.0% of portfolio›$10.3M
Legacy Solutions, LLC198,997
7.6% of portfolio›$10.0M
IFS Advisors, LLC191,930
2.9% of portfolio›$9.6M
Fortitude Financial, LLC190,267
4.5% of portfolio›$9.6M
Orin Green Financial, LLC190,193
3.6% of portfolio›$9.5M
Integrated Capital Management, Inc.188,815
6.8% of portfolio›$9.5M
Bay Capital Advisors, LLC182,855
4.9% of portfolio›$9.2M
YHB Investment Advisors, Inc.181,758
0.6% of portfolio›$9.1M
Sherman Wealth Management LLC180,699
6.4% of portfolio›$9.1M
XML Financial, LLC180,099
0.6% of portfolio›$9.0M
Aire Advisors, LLC179,125
1.5% of portfolio›$9.0M
Financial Advisory Partners, LLC177,832
2.4% of portfolio›$8.9M
BIP Wealth, LLC171,068
0.2% of portfolio›$8.6M
Trek Financial, LLC168,134
0.4% of portfolio›$8.4M
Sentinel Pension Advisors, LLC165,188
1.0% of portfolio›$8.3M
Ironwood Wealth Management, Llc.164,464
1.8% of portfolio›$8.3M
Optimist Retirement Group LLC163,142
3.3% of portfolio›$8.2M
Diligent Investors, LLC158,768
1.8% of portfolio›$8.0M
Independent Financial Group, LLC158,764
0.1% of portfolio›$8.0M
Midwest Financial Network, LLC156,942
5.4% of portfolio›$7.9M
Aerodigm Wealth, LLC153,758
2.7% of portfolio›$7.7M
Benchmark Financial, LLC152,954
5.9% of portfolio›$7.7M
Total Clarity Wealth Management, Inc.152,218
1.5% of portfolio›$7.6M
Parallel Advisors, LLC149,670
0.1% of portfolio›$7.5M
Oregon Pacific Wealth Management, LLC145,842
6.8% of portfolio›$7.3M
Sheets Smith Wealth Management143,772
0.8% of portfolio›$7.2M
Avior Wealth Management, LLC143,065
0.2% of portfolio›$7.2M
TCP Asset Management, LLC141,233
0.8% of portfolio›$7.1M
Wilkins Miller Wealth Management, LLC140,248
4.0% of portfolio›$7.0M
Symphony Financial, Ltd. Co.137,874
0.6% of portfolio›$7.0M
Smith Thornton Advisors LLC137,814
3.0% of portfolio›$6.9M
Convergence Financial, LLC137,564
1.0% of portfolio›$6.9M
BCS Wealth Management137,306
1.2% of portfolio›$6.9M
Ignite Planners, LLC134,648
0.9% of portfolio›$6.8M
Venture Visionary Partners LLC132,709
0.2% of portfolio›$6.7M
Vested Financial Planning, LLC131,357
4.6% of portfolio›$6.6M
Novem Group131,264
0.7% of portfolio›$6.6M
Occidental Asset Management, LLC128,156
0.6% of portfolio›$6.4M
Montis Financial, LLC125,899
1.3% of portfolio›$6.3M
SYM Financial Corp125,523
0.5% of portfolio›$6.3M
Balefire, LLC125,500
1.0% of portfolio›$6.3M
Founders Financial Securities LLC124,887
0.3% of portfolio›$6.3M
Hughes Financial Services, LLC123,809
0.8% of portfolio›$6.2M
Raleigh Capital Management Inc.123,277
1.9% of portfolio›$6.2M
Ervin Investment Management, LLC122,150
3.3% of portfolio›$6.1M
BayBridge Capital Group, LLC120,665
3.2% of portfolio›$6.1M
Valpey Financial Services, LLC120,320
3.6% of portfolio›$6.0M
Northwest Wealth Advisors, LLC116,507
2.9% of portfolio›$5.8M
Weitzel Financial Services, Inc.116,350
2.0% of portfolio›$5.9M
Trilogy Capital Inc.113,850
0.2% of portfolio›$5.7M
Heartwood Wealth Advisors LLC110,375
0.4% of portfolio›$5.5M
Towercrest Capital Management109,621
0.8% of portfolio›$5.5M
ARQ Wealth Advisors, LLC106,556
0.6% of portfolio›$5.4M
Concurrent Investment Advisors, LLC105,607
0.0% of portfolio›$5.3M
Norway Savings Bank105,585
2.2% of portfolio›$5.3M
DeDora Capital, Inc.104,837
1.2% of portfolio›$5.3M
Investment Partners, Ltd.103,974
0.8% of portfolio›$5.2M
Choreo, LLC103,022
0.1% of portfolio›$5.2M
Aspetuck Financial Management LLC102,689
3.3% of portfolio›$5.2M
Ashton Thomas Private Wealth, LLC101,915
0.1% of portfolio›$5.1M
QP Wealth Management, LLC100,631
7.6% of portfolio›$5.1M
Colton Groome Financial Advisors, LLC100,103
1.2% of portfolio›$5.0M
Sowell Financial Services LLC98,856
0.2% of portfolio›$5.0M
G&S Capital LLC98,302
1.4% of portfolio›$4.9M
Patriot Financial Group Insurance Agency, LLC97,471
0.5% of portfolio›$4.9M
Vise Technologies, Inc.97,134
0.0% of portfolio›$4.9M
Legacy Wealth Partners, LLC96,383
1.0% of portfolio›$4.8M
Axxcess Wealth Management, LLC94,440
0.2% of portfolio›$4.7M
Financial Insights, Inc.93,488
1.2% of portfolio›$4.7M
Mccarter Private Wealth Services LLC93,140
1.6% of portfolio›$4.7M
TBH Global Asset Management, LLC92,105
0.8% of portfolio›$4.8M
Private Trust Co NA91,254
0.4% of portfolio›$4.6M
LexAurum Advisors, LLC91,115
0.5% of portfolio›$4.6M
Range Financial Group LLC90,794
1.3% of portfolio›$4.6M
Advisor OS, LLC90,471
0.3% of portfolio›$4.5M
Visionary Wealth Advisors90,029
0.2% of portfolio›$4.5M
Richmond Investment Services, LLC89,919
1.4% of portfolio›$4.5M
Cooksen Wealth, LLC89,349
2.7% of portfolio›$4.5M
BlueChip Wealth Advisors LLC88,932
1.5% of portfolio›$4.5M
Rossby Financial, LCC88,930
0.7% of portfolio›$4.5M
HBW Advisory Services LLC88,649
0.4% of portfolio›$4.5M
Paladin Wealth, LLC87,274
2.4% of portfolio›$4.4M
Towerpoint Wealth, LLC87,145
1.5% of portfolio›$4.4M
Yankcom Partnership86,823
1.5% of portfolio›$4.4M
Downshift Financial, LLC85,822
1.9% of portfolio›$4.3M
Stevens Capital Partners84,972
0.7% of portfolio›$4.3M
Steele Capital Management, Inc.84,775
0.2% of portfolio›$4.3M
Patriot Investment Management Group, Inc.84,488
0.2% of portfolio›$4.2M
Larson Financial Group LLC83,990
0.1% of portfolio›$4.2M
Bell Bank82,847
0.2% of portfolio›$4.2M
Butensky & Cohen Financial Security, Inc80,437
1.0% of portfolio›$4.0M
Alliance Wealth Management Group80,212
0.8% of portfolio›$4.0M
Koshinski Asset Management, Inc.80,069
0.2% of portfolio›$4.0M
Eclectic Associates Inc80,007
0.4% of portfolio›$4.0M
Breachway Investments LLC79,037
6.1% of portfolio›$4.0M
NBT Bank, N.A.78,535
0.3% of portfolio›$3.9M
VestGen Advisors, LLC77,000
0.1% of portfolio›$3.9M
Global Financial Private Client, LLC76,011
1.1% of portfolio›$3.8M
Seven Hills Financial, LLC75,378
2.3% of portfolio›$3.8M
Equita Financial Network, Inc.75,277
1.1% of portfolio›$3.8M
SkyOak Wealth, LLC74,577
0.6% of portfolio›$3.7M
HUB Investment Partners, LLC72,740
0.1% of portfolio›$3.7M
Richardson Financial Services Inc.70,437
2.0% of portfolio›$3.5M
Prime Capital Investment Advisors, LLC68,639
0.0% of portfolio›$3.4M
21 West Wealth Management LLC68,113
3.0% of portfolio›$3.4M
United Asset Strategies, Inc.67,881
0.2% of portfolio›$3.4M
Trinity Wealth Management, LLC67,800
1.1% of portfolio›$3.4M
Norden Group LLC66,989
0.3% of portfolio›$3.4M
Puff Wealth Management, LLC64,948
3.1% of portfolio›$3.3M
JFS Wealth Advisors, LLC64,818
0.2% of portfolio›$3.3M
Enclave Advisors LLC64,793
0.4% of portfolio›$3.3M
Northwest Wealth Management, LLC62,742
0.4% of portfolio›$3.2M
Virtue Capital Management, LLC62,102
0.4% of portfolio›$3.1M
Lunt Capital Management, Inc.62,072
1.2% of portfolio›$3.1M
Gainplan LLC61,557
1.2% of portfolio›$3.1M
Able Financial Group, LLC61,081
0.5% of portfolio›$3.1M
Baron Financial Group, LLC60,992
1.5% of portfolio›$3.1M
FF Advisors,LLC60,170
1.1% of portfolio›$3.0M
Landmark Wealth Management, LLC59,663
0.7% of portfolio›$3.0M
Breakwater Investment Management59,130
1.0% of portfolio›$3.0M
Orba Wealth Advisors, L.L.C.59,111
2.5% of portfolio›$3.0M
Simon Quick Advisors, LLC58,553
0.1% of portfolio›$2.9M
Financial Network Wealth Advisors LLC58,048
2.9% of portfolio›$2.9M
Chicago Capital, LLC58,000
0.1% of portfolio›$2.9M
Stablepoint Partners, LLC57,991
0.4% of portfolio›$2.9M
Life Planning Partners, Inc57,755
2.3% of portfolio›$2.9M
Opus Capital Group, LLC57,175
0.0% of portfolio›$2.9K
Private Wealth Group, LLC55,777
1.1% of portfolio›$2.8M
Livet Wealth, LLC55,447
1.5% of portfolio›$2.8M
AdvisorNet Financial, Inc54,773
0.1% of portfolio›$2.7M
Foronjy Financial LLC53,846
1.0% of portfolio›$2.7M
Kohmann Bosshard Financial Services, LLC53,511
0.2% of portfolio›$2.7M
Pinnacle Associates LTD52,854
0.0% of portfolio›$2.7M
Watershed Private Wealth LLC51,957
0.7% of portfolio›$2.6M
Ascent Group, LLC51,531
0.1% of portfolio›$2.6M
Lockerman Financial Group, Inc.51,041
3.7% of portfolio›$2.6M
Pinnacle Wealth Management Advisory Group, LLC47,986
0.1% of portfolio›$2.4M
Ethic Inc.47,680
0.0% of portfolio›$2.4M
Sage Mountain Advisors LLC47,171
0.1% of portfolio›$2.4M
Apollon Wealth Management, LLC47,062
0.0% of portfolio›$2.4M
Econ Financial Services Corp46,718
1.0% of portfolio›$2.3M
Clark Asset Management, LLC46,272
0.2% of portfolio›$2.3M
SeaBridge Investment Advisors LLC46,008
0.3% of portfolio›$2.3M
TKG Advisors, LLC45,217
0.8% of portfolio›$2.3M
McNaughton Wealth Management, LLC45,086
0.8% of portfolio›$2.3M
Worth Financial Advisory Group, LLC44,692
0.9% of portfolio›$2.2M
Carroll Advisory Group, LLC44,455
0.7% of portfolio›$2.2M
Wedmont Private Capital43,372
0.1% of portfolio›$2.2M
Iron Financial LLC43,046
0.9% of portfolio›$2.2M
Tempus Wealth Planning, LLC42,803
0.4% of portfolio›$2.1M
Legacy Private Trust Co.41,977
0.1% of portfolio›$2.1M
MCF Advisors LLC41,756
0.1% of portfolio›$2.1M
WealthPoint Financial, LLC41,658
1.5% of portfolio›$2.1M
Andrews Advisory Associates, LLC41,550
1.0% of portfolio›$2.1M
ACT Advisors, Llc.41,299
0.7% of portfolio›$2.1M
Bill Few Associates, Inc.40,834
0.4% of portfolio›$2.1M
Triad Wealth Partners, LLC40,064
0.1% of portfolio›$2.0M
Sanchez Gaunt Capital Management, LLC39,760
1.1% of portfolio›$2.0M
Roan Capital Partners39,070
1.4% of portfolio›$2.0M
Krilogy Financial LLC38,630
0.1% of portfolio›$1.9M
Hibernia Wealth Partners, LLC38,447
1.0% of portfolio›$1.9M
Lido Advisors, LLC38,339
0.0% of portfolio›$1.9M
Black Diamond Financial, LLC37,362
0.2% of portfolio›$1.9M
River Street Advisors LLC37,099
0.6% of portfolio›$1.9M
Outlook Wealth Advisors, LLC36,719
0.4% of portfolio›$1.8M
StoneX Group Inc.36,599
0.1% of portfolio›$1.8M
Guardian Asset Advisors, LLC36,170
0.8% of portfolio›$1.8M
Prevail Innovative Wealth Advisors, LLC36,066
0.2% of portfolio›$1.8M
Great Diamond Partners, LLC35,864
0.3% of portfolio›$1.8M
Eagle Strategies LLC35,688
0.2% of portfolio›$1.8M
Dagco, Inc.35,671
0.3% of portfolio›$1.8M
Fullerton Advisors, LLC35,312
1.7% of portfolio›$1.8M
Wealthcare Capital Partners, LLC35,177
0.7% of portfolio›$1.8M
Howard Wealth Management, LLC35,070
0.6% of portfolio›$1.8M
Capital Investment Advisory Services, LLC34,587
0.1% of portfolio›$1.7M
Idaho Trust Co34,330
0.5% of portfolio›$1.7M
MBM Wealth Consultants, LLC34,093
0.3% of portfolio›$1.7M
Ridgewood Investments LLC34,007
0.6% of portfolio›$1.7M
Realta Investment Advisors33,935
0.5% of portfolio›$1.7M
True North Advisors, LLC33,820
0.1% of portfolio›$1.7M
USAdvisors Wealth Management, LLC33,819
0.0% of portfolio›$1.7K
October Effect Ltd33,789
1.7% of portfolio›$1.7M
Altrius Capital Management Inc33,415
0.3% of portfolio›$1.7M
Corda Investment Management, Llc.33,322
0.1% of portfolio›$1.7M
Aegis Wealth Management, Inc.33,038
1.0% of portfolio›$1.7M
Meridian Wealth Management, LLC32,721
0.0% of portfolio›$1.6M
Goldstein Advisors, LLC32,562
0.1% of portfolio›$1.6M
Tannin Capital LLC32,426
1.2% of portfolio›$1.6M
Laurel Wealth Planning LLC32,343
0.7% of portfolio›$1.6M
Courier Capital LLC32,327
0.1% of portfolio›$1.6M
Independent Wealth Network Inc.31,522
0.4% of portfolio›$1.6M
Narus Financial Partners, LLC31,476
0.4% of portfolio›$1.6M
Keystone Wealth Services, LLC31,398
0.3% of portfolio›$1.6M
Bison Wealth, LLC30,672
0.1% of portfolio›$1.5M
Phillips Financial Management, LLC30,419
0.1% of portfolio›$1.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management29,960
0.0% of portfolio›$1.5M
Detalus Advisors, LLC29,262
0.3% of portfolio›$1.5M
Vericrest Private Wealth28,839
1.3% of portfolio›$1.4M
Integrity Wealth Partners, LLC28,819
1.1% of portfolio›$1.4M
Sterling Wealth Management, Inc.28,505
0.4% of portfolio›$1.4M
Midwest Trust Co28,243
0.0% of portfolio›$1.4M
Silverlake Wealth Management LLC28,065
0.3% of portfolio›$1.4M
Peirce Capital Management, LLC27,446
0.5% of portfolio›$1.4M
Seneca Financial Advisors LLC27,361
0.4% of portfolio›$1.4M
American Institute for Advanced Investment Management, LLP26,495
0.8% of portfolio›$1.3M
MidAtlantic Capital Management, Inc.26,183
0.8% of portfolio›$1.3M
Penobscot Wealth Management26,151
0.3% of portfolio›$1.3M
Mosley Wealth Management25,779
0.4% of portfolio›$1.3M
CoreCap Advisors, LLC25,541
0.0% of portfolio›$1.3M
Petersen Hastings Wealth Advisors Inc.25,512
0.1% of portfolio›$1.3M
IFG Advisors, LLC25,372
0.2% of portfolio›$1.3M
GLR Partners, LLC25,074
0.6% of portfolio›$1.3M
rebel Financial LLC24,800
0.5% of portfolio›$1.2M
Cannon Financial Strategists, Inc.24,494
0.1% of portfolio›$1.2M
Gilpin Wealth Management, LLC24,010
0.8% of portfolio›$1.2M
SFG Wealth Management, Llc.23,728
0.4% of portfolio›$1.2M
Bokf, NA23,597
0.0% of portfolio›$1.2M
Csenge Advisory Group23,291
0.0% of portfolio›$1.2M
Sanchez Wealth Management Group23,287
3.5% of portfolio›$1.2M
Key FInancial Inc23,273
0.2% of portfolio›$1.2M
Alliance Wealth Advisors, LLC22,916
0.2% of portfolio›$1.2M
Partners Wealth Management, LLC22,891
0.1% of portfolio›$1.1M
Howard Financial Services, Ltd.22,730
0.1% of portfolio›$1.1M
Barnes Dennig Private Wealth Management LLC21,741
0.9% of portfolio›$1.1M
Creative Financial Designs Inc21,683
0.0% of portfolio›$1.1M
Integris Wealth Management, LLC21,305
0.2% of portfolio›$1.1M
Pacifica Partners Inc.21,116
0.3% of portfolio›$1.1M
Destiny Capital Corp20,843
0.5% of portfolio›$1.0M
Forvis Mazars Wealth Advisors, LLC20,508
0.0% of portfolio›$1.0M
Ridgeline Wealth Planning, LLC20,480
0.6% of portfolio›$1.0M
Redwood Financial Network Corp20,455
0.6% of portfolio›$1.0M
KFG LLC20,377
0.7% of portfolio›$1.0M
Pacific Park Financial, Inc.20,185
0.6% of portfolio›$1.0M
Keybank National Association20,086
0.0% of portfolio›$1.0M
SeedSafe Financial LLC19,999
0.7% of portfolio›$1.0M
Strategic Blueprint, LLC19,888
0.0% of portfolio›$998.6K
Allen Capital Group, LLC19,851
0.1% of portfolio›$996.7K
Uptown Financial Advisors LLC19,809
0.7% of portfolio›$994.6K
Apollon Financial, LLC19,752
0.1% of portfolio›$991.7K
FWG Investments, Llc.18,978
0.5% of portfolio›$952.9K
Valeo Financial Advisors, LLC18,713
0.0% of portfolio›$468.1K
Wealth Advisors Northwest LLC18,606
0.3% of portfolio›$934.2K
Sigma Planning Corp18,298
0.0% of portfolio›$905.5K
Professional Financial Advisors, LLC18,172
0.2% of portfolio›$912.4K
Tlwm18,121
0.1% of portfolio›$909.9K
Gateway Investment Advisers LLC18,076
0.0% of portfolio›$907.6K
Rooted Wealth Advisors, Inc.18,062
0.2% of portfolio›$910.1K
McKinley Carter Wealth Services, Inc.18,061
0.0% of portfolio›$906.8K
M Holdings Securities, Inc.18,057
0.0% of portfolio›$893
Absolute Capital Management, LLC17,917
0.2% of portfolio›$899.6K
KMG Fiduciary Partners, LLC17,454
0.1% of portfolio›$876.4K
Brighton Jones LLC17,261
0.0% of portfolio›$866.7K
Triumph Capital Management16,971
0.1% of portfolio›$852.1K
Fifth Third Securities, Inc.16,968
0.0% of portfolio›$852.0K
Leverty Financial Group, LLC16,870
0.2% of portfolio›$847.0K
E6 Portfolios, LLC16,841
0.6% of portfolio›$845.6K
Baker Tilly Wealth Management, LLC16,730
0.2% of portfolio›$840.0K
Maia Wealth LLC16,666
0.1% of portfolio›$836.8K
Cantor Fitzgerald Investment Advisors L.P.16,608
0.0% of portfolio›$833.9K
Chicago Partners Investment Group LLC16,472
0.0% of portfolio›$808.1K
SteelPeak Wealth, LLC16,462
0.0% of portfolio›$826.5K
South Shore Capital Advisors16,340
0.6% of portfolio›$820.4K
Balboa Wealth Partners16,303
0.1% of portfolio›$818.6K
Kraft, Davis & Associates, LLC16,132
0.2% of portfolio›$795.7K
McClarren Financial Advisors, Inc.16,122
0.4% of portfolio›$809.5K
Summit Financial Strategies, Inc.16,103
0.1% of portfolio›$808.5K
Client 1ST Advisory Group, LLC16,050
0.2% of portfolio›$805.9K
Cornerstone Enterprises, LLC16,037
0.5% of portfolio›$805.2K
Acropolis Investment Management, LLC15,923
0.0% of portfolio›$799.5K
Wealthcare Capital Management LLC15,691
0.1% of portfolio›$787.8K
Western Reserve Capital Management, LLC15,661
0.6% of portfolio›$786.3K
Stone Summit Wealth LLC15,548
0.2% of portfolio›$780.7K
Kestra Private Wealth Services, LLC15,521
0.0% of portfolio›$779.3K
RMR Wealth Builders15,517
0.0% of portfolio›$779.1K
Cedar Point Capital Partners, LLC15,470
0.4% of portfolio›$776.7K
Evergreen Capital Management LLC15,417
0.0% of portfolio›$774.1K
PFG Advisors15,228
0.0% of portfolio›$764.6K
Meredith Wealth Planning15,115
0.2% of portfolio›$758.9K
LVM Capital Management LTD15,100
0.1% of portfolio›$758.2K
Wilmington Savings Fund Society, FSB15,079
0.0% of portfolio›$757.1K
McAdam, LLC15,010
0.0% of portfolio›$753.7K
Inscription Capital, LLC14,967
0.1% of portfolio›$751.5K
CogentBlue Wealth Advisors, LLC14,923
0.7% of portfolio›$749.3K
Upper Left Wealth Management, LLC14,837
0.4% of portfolio›$745.0K
PKS Advisory Services, LLC14,821
0.1% of portfolio›$746.8K
TopTier Wealth Management, LLC14,769
0.4% of portfolio›$741.6K
Aletheian Wealth Advisors LLC14,524
0.3% of portfolio›$729.3K
Prospect Financial Group LLC14,476
0.6% of portfolio›$726.8K
Cape Investment Advisory, Inc.14,459
0.2% of portfolio›$726.0K
OpenArc Corporate Advisory, LLC14,388
0.0% of portfolio›$722.4K
Yoder Wealth Management, Inc.14,300
0.3% of portfolio›$718.0K
Sharkey, Howes & Javer14,164
0.1% of portfolio›$711.2K
Fell Capital Management13,679
0.6% of portfolio›$686.8K
BCK Partners, Inc.13,659
0.3% of portfolio›$685.8K
Cypress Financial Planning LLC13,588
0.2% of portfolio›$682.3K
Acorn Wealth Advisors, LLC13,459
0.2% of portfolio›$675.8K
Portland Financial Advisors Inc13,429
1.2% of portfolio›$674.3K
Intrua Financial, LLC13,425
0.1% of portfolio›$674.1K
Caliber Wealth Management, LLC / KS13,318
0.1% of portfolio›$668.7K
Belleair Asset Management, LLC13,291
0.6% of portfolio›$667.3K
Avantax Planning Partners, Inc.13,155
0.0% of portfolio›$660.5K
Shepherd Financial Partners LLC12,998
0.1% of portfolio›$652.6K
Evanson Financial, LLC12,997
0.0% of portfolio›$652.6K
NorthCrest Asset Manangement, LLC12,917
0.0% of portfolio›$641.5K
Copper Harbor Investment Advisors, LLC12,890
0.1% of portfolio›$647.2K
Nicholas Hoffman & Company, Llc.12,861
0.0% of portfolio›$645.8K
Altus Wealth Group LLC12,801
0.2% of portfolio›$642.7K
Quantum Financial Planning Services, Inc.12,634
0.2% of portfolio›$634.3K
Family Legacy, Inc.12,634
0.2% of portfolio›$634.4K
Acorn Financial Advisory Services Inc12,595
0.1% of portfolio›$632.4K
RF&L Wealth Management, LLC12,533
0.4% of portfolio›$629.3K
Retirement Planning Group, LLC12,486
0.0% of portfolio›$626.9K
Lantz Financial LLC12,407
0.1% of portfolio›$623.0K
Quest 10 Wealth Builders, Inc.12,310
0.5% of portfolio›$619.6K
One Wealth Capital Management, LLC12,201
0.2% of portfolio›$612.6K
DWM Financial Group, Inc.12,156
0.5% of portfolio›$610.4K
HB Wealth Management, LLC12,146
0.0% of portfolio›$609.9K
WealthPlan Investment Management, LLC12,106
0.0% of portfolio›$607.9K
Visionary Horizons, LLC12,101
0.2% of portfolio›$607.6K
Claro Advisors Inc.12,075
0.1% of portfolio›$606.3K
Burney Co/12,033
0.0% of portfolio›$604.2K
Wedbush Securities Inc12,020
0.0% of portfolio›$604
USA Financial Formulas11,887
0.1% of portfolio›$596.8K
Gryphon Financial Partners LLC11,886
0.1% of portfolio›$596.8K
Cassilly Financial Group LLC11,850
0.4% of portfolio›$595.0K
Hurley Capital, LLC11,809
0.3% of portfolio›$592.9K
Brooklyn FI, LLC11,530
0.1% of portfolio›$580.2K
Golden State Wealth Management, LLC11,408
0.1% of portfolio›$572.8K
4Wealth Advisors, Inc.11,360
0.4% of portfolio›$574.7K
Howard Capital Management Group, LLC11,200
0.0% of portfolio›$562.4K
Aspiriant, LLC11,170
0.0% of portfolio›$560.9K
Lincoln Capital Corp11,169
0.2% of portfolio›$560.8K
Spinnaker Investment Group, LLC11,106
0.1% of portfolio›$557.6K
Stewardship Concepts Financial Services LLC10,986
0.4% of portfolio›$551.6K
Latitude Advisors, LLC10,982
0.2% of portfolio›$551.4K
KPP Advisory Services LLC10,974
0.1% of portfolio›$551.0K
United Advisor Group, LLC10,707
0.1% of portfolio›$537.6K
Legacy Advisors, LLC10,682
0.1% of portfolio›$536.3K
Diversified Enterprises, LLC10,418
0.0% of portfolio›$523.1K
Asset Dedication, LLC10,369
0.0% of portfolio›$520.6K
Summit Wealth Group LLC / Co10,369
0.0% of portfolio›$520.6K
Delta Financial Advisors LLC10,270
0.1% of portfolio›$515.7K
Plan A Wealth LLC10,134
0.2% of portfolio›$508.8K
LVZ, Inc.10,112
0.1% of portfolio›$507.7K
May Hill Capital, LLC10,096
0.1% of portfolio›$506.9K
Evolution Wealth Management Inc.10,032
0.3% of portfolio›$503.7K
Sensible Money, LLC10,011
0.1% of portfolio›$502.6K
Balentine LLC9,916
0.0% of portfolio›$497.9K
Bright Futures Wealth Management, Llc.9,862
0.3% of portfolio›$495.2K
Trust Co9,735
0.0% of portfolio›$488.8K
Signaturefd, LLC9,629
0.0% of portfolio›$483.5K
Brian LOW Financial Group, LLC9,603
0.3% of portfolio›$482.2K
TME Financial, Inc.9,535
0.3% of portfolio›$478.7K
Root Financial Partners, LLC9,490
0.0% of portfolio›$476.5K
Clear Creek Financial Management, LLC9,487
0.0% of portfolio›$476.4K
Almanack Investment Partners, Llc.9,425
0.1% of portfolio›$473.2K
MBL Wealth, LLC9,375
0.0% of portfolio›$470.7K
Clarity Capital Advisors, LLC9,309
0.2% of portfolio›$467.4K
D.A. Davidson & Co.9,309
0.0% of portfolio›$467.4K
Elmwood Wealth Management, Inc.9,302
0.1% of portfolio›$467.1K
Cutler Investment Counsel LLC9,178
0.0% of portfolio›$460.8K
MJT & Associates Financial Advisory Group, Inc.9,031
0.3% of portfolio›$453.4K
Leo Wealth, LLC8,989
0.1% of portfolio›$451.4K
MSH Capital Advisors LLC8,933
0.1% of portfolio›$448.5K
PDS Planning, Inc8,821
0.0% of portfolio›$442.9K
Kelly Financial Services LLC8,773
0.1% of portfolio›$440.5K
Insight Advisors, LLC/ PA8,736
0.1% of portfolio›$438.6K
Veery Capital, LLC8,668
0.1% of portfolio›$435.2K
Three Seasons Wealth, LLC8,552
0.0% of portfolio›$429.4K
First Horizon Corp8,468
0.0% of portfolio›$425.2K
Shoker Investment Counsel, Inc.8,370
0.1% of portfolio›$420.3K
SLT Holdings LLC8,325
0.2% of portfolio›$418.0K
Moisand Fitzgerald Tamayo, LLC8,306
0.0% of portfolio›$417.0K
Omni 360 Wealth, Inc.8,296
0.2% of portfolio›$416.5K
Rockland Trust Co8,171
0.0% of portfolio›$410.3K
Onyx Bridge Wealth Group LLC8,137
0.0% of portfolio›$408.6K
Valen Private Capital, LLC8,042
0.1% of portfolio›$403.8K
Richard P Slaughter Associates Inc7,999
0.1% of portfolio›$401.6K
Prosperity Financial Group, Inc.7,997
0.1% of portfolio›$401.5K
Covenant Asset Management, LLC7,983
0.1% of portfolio›$400.8K
Perigon Wealth Management, LLC7,939
0.0% of portfolio›$398.6K
Brown, Lisle Ings, Inc.7,901
0.1% of portfolio›$396.7K
FAI Advisors, Inc.7,900
0.2% of portfolio›$396.7K
Cassaday & Co Wealth Management LLC7,827
0.0% of portfolio›$393.0K
MW Advisory, LLC7,809
0.2% of portfolio›$392.1K
Morton Brown Family Wealth, LLC7,801
0.1% of portfolio›$391.7K
Meridian Financial Advisors, LLC7,774
0.2% of portfolio›$390.3K
Annex Advisory Services, LLC7,687
0.0% of portfolio›$386.0K
Gerber Kawasaki Wealth & Investment Management7,670
0.0% of portfolio›$385.2K
Focus Financial Network, Inc.7,650
0.0% of portfolio›$384.1K
Clear Harbor Asset Management, LLC7,613
0.0% of portfolio›$382.2K
SBI Securities Co., Ltd.7,595
0.0% of portfolio›$381.3K
Forza Wealth Management, LLC7,545
0.1% of portfolio›$378.8K
James Investment Research, Inc.7,538
0.0% of portfolio›$378.5K
Accel Wealth Management7,506
0.1% of portfolio›$376.9K
Badgley Phelps Wealth Managers, LLC7,460
0.0% of portfolio›$374.6K
Foundation Wealth Management, Llc\pa7,459
0.1% of portfolio›$374.5K
Clarity Retirement & Wealth, LLC7,455
0.3% of portfolio›$374.3K
Old Second National Bank of Aurora7,437
0.1% of portfolio›$373.4K
A4 Wealth Advisors LLC7,367
0.2% of portfolio›$369.9K
Mission Wealth Management, LP7,259
0.0% of portfolio›$364.5K
Armbruster Capital Management, Inc.7,208
0.1% of portfolio›$361.9K
Financial Management Network Inc7,108
0.1% of portfolio›$359.2K
Gibson Capital, LLC7,002
0.1% of portfolio›$351.6K
Innova Wealth Partners6,980
0.1% of portfolio›$350.5K
Accurate Wealth Management, LLC6,964
0.0% of portfolio›$346.5K
J2 Capital Management Inc6,950
0.2% of portfolio›$349.0K
Moran Wealth Management, LLC6,940
0.0% of portfolio›$348.5K
Redw Wealth LLC6,897
0.1% of portfolio›$346.3K
Smith Salley Wealth Management6,880
0.0% of portfolio›$345.4K
Yoffe Investment Management, LLC6,841
0.4% of portfolio›$343.5K
Nottingham Advisors, Inc.6,829
0.0% of portfolio›$340.8K
Olio Financial Planning6,829
0.1% of portfolio›$342.9K
Warren Street Wealth Advisors, LLC6,770
0.1% of portfolio›$339.9K
Castle Rock Wealth Management, LLC6,759
0.1% of portfolio›$341.7K
Transce3nd, LLC6,716
0.3% of portfolio›$334.6K
Lodestone Wealth Management LLC6,714
0.1% of portfolio›$337.1K
HMV Wealth Advisors, LLC6,705
0.1% of portfolio›$336.7K
Anson Capital, Inc.6,699
0.2% of portfolio›$336.4K
Journey Retirement Planning & Investment Management LLC6,676
0.2% of portfolio›$335.2K
Legacy Bridge, LLC6,585
0.1% of portfolio›$330.6K
Associated Banc-Corp6,532
0.0% of portfolio›$328.0K
Reap Financial Group, LLC6,524
0.1% of portfolio›$327.6K
Quadrant Capital Group LLC6,493
0.0% of portfolio›$323.2K
K2 Financial Inc.6,487
0.2% of portfolio›$322.3K
Single Point Partners, LLC6,470
0.1% of portfolio›$324.9K
First Business Financial Services, Inc.6,444
0.0% of portfolio›$323.6K
GHP Investment Advisors, Inc.6,306
0.0% of portfolio›$316.6K
Oppenheimer & Co Inc6,290
0.0% of portfolio›$315.8K
BXM Wealth LLC6,284
0.2% of portfolio›$315.5K
Midwest Financial Partners Investments, Inc.6,270
0.1% of portfolio›$314.8K
Retirement Investment Advisors, Inc.6,259
0.0% of portfolio›$314.3K
Diversified Management Inc6,258
0.1% of portfolio›$314.2K
Tandem Investment Partners LLC6,119
0.2% of portfolio›$307.2K
Independence Bank of Kentucky6,096
0.0% of portfolio›$306.1K
Wolff Financial Management LLC6,071
0.1% of portfolio›$304.8K
Aviance Capital Partners, LLC6,011
0.0% of portfolio›$301.8K
Manchester Capital Management LLC6,010
0.0% of portfolio›$301.8K
New Perspectives, Inc5,990
0.1% of portfolio›$300.8K
Wealth Architects, LLC5,836
0.0% of portfolio›$293.1K
Tranquility Partners, LLC5,761
0.1% of portfolio›$289.3K
Cambridge Advisors Inc.5,747
0.0% of portfolio›$288.6K
Mission Financial Group, LLC5,728
0.2% of portfolio›$287.6K
Integrity Alliance, Llc.5,722
0.0% of portfolio›$287.3K
XY Planning Network, Inc.5,711
0.0% of portfolio›$286.7K
Colonial River Investments, LLC5,642
0.1% of portfolio›$283.3K
Broadway Wealth Solutions, Inc.5,562
0.1% of portfolio›$279.3K
Uptick Partners, LLC5,522
0.0% of portfolio›$277.3K
Spectrum Asset Management, Inc. (NB )5,522
0.1% of portfolio›$277.3K
Beverly Hills Private Wealth, LLC5,497
0.0% of portfolio›$276.0K
Telos Capital Management, Inc.5,471
0.0% of portfolio›$274.7K
Wlth Capital Management, LLC5,434
1.7% of portfolio›$272.8K
Inspirion Wealth Advisors, LLC5,367
0.0% of portfolio›$269.5K
Ballast Financial Advisors LLC5,353
0.3% of portfolio›$268.8K
Angeles Wealth Management, LLC5,345
0.0% of portfolio›$268.4K
Firethorn Wealth Partners, LLC5,312
0.1% of portfolio›$266.7K
Aspen Wealth Management LLC5,293
0.0% of portfolio›$265.7K
Castleview Partners, LLC5,276
0.1% of portfolio›$264.9K
Flynn Zito Capital Management, LLC5,236
0.1% of portfolio›$262.9K
Financial Solutions Advisory Group, Inc.5,230
0.0% of portfolio›$258.3K
Buck Wealth Strategies, LLC5,222
0.0% of portfolio›$262.2K
Maseco LLP5,186
0.0% of portfolio›$260.3K
Sovran Advisors, LLC5,144
0.0% of portfolio›$257.5K
Richardson Capital Management LLC5,077
0.1% of portfolio›$254.9K
Prospera Financial Services Inc5,020
0.0% of portfolio›$247.8K
Align Financial, LLC5,020
0.1% of portfolio›$252.1K
Wesbanco Bank Inc5,018
0.0% of portfolio›$252.0K
Core Wealth Management, Inc.5,001
0.1% of portfolio›$251.1K
Financial Futures Ltd Liability Co.4,947
0.1% of portfolio›$248.4K
High Net Worth Advisory Group LLC4,907
0.1% of portfolio›$246.4K
Schorn Wealth LLC4,887
0.1% of portfolio›$245.4K
Integrated Advisors Network LLC4,793
0.0% of portfolio›$240.7K
Pacific Excel Wealth Advisors, Inc.4,786
0.3% of portfolio›$240.3K
Manuka Financial, LLC4,785
0.1% of portfolio›$240.3K
Asset One Wealth Management LLC4,783
0.0% of portfolio›$240.2K
Ballast, Inc.4,781
0.0% of portfolio›$240.1K
Formidable Asset Management, LLC4,746
0.0% of portfolio›$239.1K
Soltis Investment Advisors LLC4,744
0.0% of portfolio›$238.2K
Highline Wealth Partners LLC4,730
0.0% of portfolio›$237.5K
Adamsbrown Wealth Consultants LLC4,717
0.0% of portfolio›$236.8K
Summit Investment Advisory Services, LLC4,686
0.1% of portfolio›$235.3K
Canvas Wealth Advisors, LLC4,670
0.0% of portfolio›$233.7K
Iams Wealth Management, LLC4,611
0.1% of portfolio›$231.6K
MLG Wealth Management DBA Pine Grove Financial Group4,580
0.0% of portfolio›$229.9K
Roof Eidam Maycock Peralta, LLC4,565
0.0% of portfolio›$229.2K
Mather Group, Llc.4,539
0.0% of portfolio›$227.9K
Romano Brothers and Company4,519
0.0% of portfolio›$226.9K
Elevatus Welath Management4,456
0.1% of portfolio›$223.7K
ETF Store, Inc.4,447
0.2% of portfolio›$223.3K
Fifth Third Wealth Advisors LLC4,441
0.0% of portfolio›$223.0K
Global View Capital Management LLC4,432
0.0% of portfolio›$222.5K
CX Institutional4,430
0.0% of portfolio›$222
Ironwood Financial, llc4,387
0.0% of portfolio›$220.3K
Confluence Wealth Services, Inc.4,373
0.0% of portfolio›$219.6K
Intelligence Driven Advisers, LLC4,342
0.0% of portfolio›$218.0K
Shaker Investments LLC4,286
0.1% of portfolio›$215.2K
Capital CS Group, LLC4,283
0.2% of portfolio›$215.1K
Heritage Family Offices, LLP4,236
0.1% of portfolio›$212.7K
Beacon Financial Advisory LLC4,181
0.0% of portfolio›$210.0K
CPC Advisors, LLC4,168
0.0% of portfolio›$209.3K
Emergent Wealth Advisors, LLC4,143
0.1% of portfolio›$208.0K
Parkway Wealth Management Group, LLC4,113
0.0% of portfolio›$206.5K
JIM Saulnier & Associates, LLC4,107
0.1% of portfolio›$206.2K
Ledyard National Bank4,092
0.0% of portfolio›$205.5K
Chris Bulman Inc4,065
0.1% of portfolio›$204.1K
Rainier Family Wealth Inc4,021
0.1% of portfolio›$201.9K
Old National Bancorp4,014
0.0% of portfolio›$201.5K
Heck Capital Advisors, LLC4,000
0.0% of portfolio›$200.8K
Catalyst Private Wealth, LLC4,000
0.1% of portfolio›$200.8K
Algorithmic Investment Models, LLC4,000
0.2% of portfolio›$200.8K
Vantage Investment Partners, LLC3,992
0.0% of portfolio›$200.4K
Abound Wealth Management3,990
0.0% of portfolio›$200.3K
Bell Investment Advisors, Inc3,813
0.0% of portfolio›$191.5K
Trust Co of Toledo NA3,250
0.0% of portfolio›$163.2K
Arcadia Investment Advisors LLC3,215
0.1% of portfolio›$161.4K
Hoese & Co LLP3,211
0.1% of portfolio›$161.2K
Key Capital Management, Inc3,197
0.1% of portfolio›$160.5K
Westside Investment Management, Inc.3,045
0.0% of portfolio›$152.9K
Planning Strategies Inc.2,949
0.1% of portfolio›$148.1K
Blue Trust, Inc.2,803
0.0% of portfolio›$140.8K
Morling Financial Advisors, LLC2,801
0.0% of portfolio›$140.6K
Allspring Global Investments Holdings, LLC2,752
0.0% of portfolio›$138.6K
Strengthening Families & Communities, LLC2,475
0.0% of portfolio›$124.3K
Evermay Wealth Management LLC2,463
0.0% of portfolio›$123.7K
POM Investment Strategies, LLC2,448
0.1% of portfolio›$122.9K
Archer Investment Corp2,405
0.0% of portfolio›$120.8K
1620 Investment Advisors, Inc.2,382
0.1% of portfolio›$119.6K
EverSource Wealth Advisors, LLC2,343
0.0% of portfolio›$117.6K
MeadowBrook Investment Advisors LLC2,270
0.1% of portfolio›$111.7K
Capital Advisors, Ltd. LLC2,209
0.0% of portfolio›$111
Covestor Ltd2,168
0.0% of portfolio›$109
Harbor Asset Planning, Inc.2,141
0.1% of portfolio›$107.5K
City Holding Co1,990
0.0% of portfolio›$99.9K
Pinnacle Wealth Planning Services, Inc.1,972
0.0% of portfolio›$99.0K
American Capital Advisory, LLC1,900
0.0% of portfolio›$95.4K
Balance Wealth Partners LLC1,507
0.0% of portfolio›$75.7K
RMG Wealth Management LLC1,267
0.0% of portfolio›$62.4K
Kingdom Financial Group Llc.1,259
0.0% of portfolio›$63.2K
Valley Wealth Managers, Inc.1,231
0.0% of portfolio›$61.8K
Bare Financial Services, Inc1,210
0.0% of portfolio›$60.8K
Spire Wealth Management1,195
0.0% of portfolio›$60.0K
Beacon Financial Strategies Corp1,186
0.0% of portfolio›$59.6K
Foresight Capital Management Advisors, Inc.1,172
0.0% of portfolio›$58.8K
Provenance Wealth Advisors, LLC1,155
0.0% of portfolio›$58.0K
Cherry Tree Wealth Management, LLC1,145
0.0% of portfolio›$57.5K
Wealth Enhancement Trust Services, Inc.1,047
0.0% of portfolio›$52.6K
Hazlett, Burt & Watson, Inc.1,040
0.0% of portfolio›$52
Stone House Investment Management, LLC1,015
0.0% of portfolio›$50.9K
Investment Research & Advisory Group, Inc.968
0.0% of portfolio›$48.6K
Compass Wealth Management LLC927
0.0% of portfolio›$46.5K
Blueline Advisors LLC922
0.0% of portfolio›$46.3K
WPG Advisers, LLC886
0.0% of portfolio›$44.5K
Essential Partners LLC874
0.0% of portfolio›$43.9K
MilWealth Group LLC851
0.0% of portfolio›$42.7K
Pension & Wealth Management Advisors, Inc.839
0.0% of portfolio›$42.2K
Marshall & Sterling Wealth Advisors Inc.803
0.0% of portfolio›$40.3K
GK Wealth Management LLC789
0.0% of portfolio›$39.6K
Laurel Wealth Advisors LLC746
0.0% of portfolio›$37.5K
IMG Wealth Management, Inc.689
0.0% of portfolio›$34.6K
TD Waterhouse Canada Inc.649
0.0% of portfolio›$32.4K
GGM Financial LLC630
0.0% of portfolio›$31.6K
Lloyd Advisory Services, Llc.630
0.0% of portfolio›$31.6K
Toth Financial Advisory Corp544
0.0% of portfolio›$27.3K
StrongBox Wealth, LLC512
0.0% of portfolio›$25.7K
Ares Financial Consulting, LLC511
0.0% of portfolio›$25.6K
Hanson & Doremus Investment Management510
0.0% of portfolio›$26
Horizons Wealth Management498
0.0% of portfolio›$25.0K
Godsey & Gibb, Inc455
0.0% of portfolio›$22.8K
Rudd Co d/b/a Styre Wealth445
0.0% of portfolio›$21.9K
Portfolio Resources Advisor Group, Inc.443
0.0% of portfolio›$22.2K
Tounjian Advisory Partners, LLC441
0.0% of portfolio›$22.2K
Davis Capital Management404
0.0% of portfolio›$20.3K
Tower View Wealth Management LLC401
0.0% of portfolio›$20.1K
Silver Grove Financial Group, Inc.377
0.0% of portfolio›$19.0K
Ascentis Independent Advisors373
0.0% of portfolio›$18.7K
Tsfg, LLC370
0.0% of portfolio›$19
Arlington Trust Co LLC354
0.0% of portfolio›$17.8K
TFC Financial Management, Inc.339
0.0% of portfolio›$17.0K
First Bancorp, Inc325
0.0% of portfolio›$16.3K
Bfsg, LLC291
0.0% of portfolio›$14.6K
Compass Financial Management LLC275
0.0% of portfolio›$13.8K
Pflug Koory, LLC268
0.0% of portfolio›$13.5K
MassMutual Private Wealth & Trust, FSB259
0.0% of portfolio›$13.0K
Tower Trust & Investment Co216
0.0% of portfolio›$10.8K
Beacon Investment Advisory Services, Inc.216
0.0% of portfolio›$10.8K
High Point Wealth Management, LLC209
0.0% of portfolio›$10.5K
Next Level Wealth Planning, LLC204
0.0% of portfolio›$10.2K
Oakworth Capital, Inc.192
0.0% of portfolio›$9.6K
Main Street Group, LTD164
0.0% of portfolio›$8.2K
Mainstream Capital Management LLC148
0.0% of portfolio›$7.4K
Networth Advisors, LLC143
0.0% of portfolio›$7.2K
Maryland Capital Advisors Inc.117
0.0% of portfolio›$5.9K
Essential Investment Partners LLC108
0.0% of portfolio›$5.4K
Fiduciary Advisors, Inc.103
0.0% of portfolio›$5.2K
Spurstone Advisory Services, LLC100
0.1% of portfolio›$5.0K
Dhjj Financial Advisors, Ltd.95
0.0% of portfolio›$4.8K
Montag A & Associates Inc91
0.0% of portfolio›$4.6K
Redwood Park Advisors LLC80
0.0% of portfolio›$4.0K
Farmers & Merchants Trust Co of Chambersburg PA75
0.0% of portfolio›$4
Bullock Wealth Management Group68
0.0% of portfolio›$3.4K
MTM Investment Management, LLC62
0.0% of portfolio›$3.1K
Carolina Wealth Advisors, LLC52
0.0% of portfolio›$2.6K
Tradewinds Capital Management, LLC44
0.0% of portfolio›$2.2K
Cullen T Bankers, Inc.41
0.0% of portfolio›$2.1K
Murphy & Mullick Capital Management Corp37
0.0% of portfolio›$1.9K
Wealth Analytics Partners, LLC26
0.0% of portfolio›$1.3K
City State Bank24
0.0% of portfolio›$1.2K
Hoey Investments, Inc21
0.0% of portfolio›$1.1K
Signature Equity Partners, LLC7
0.0% of portfolio›$351
Ashurst Perkins Coie Trust Co3
0.0% of portfolio›$150
DecisionPoint Financial, LLC2
0.0% of portfolio›$100
StyleTurnoverLocationFiled
Creative Planning
155,188,321$7.8B4.4%IndexVery LowOverland Park, KS2026-11-02
Auto-Owners Insurance Co
11,452,145$575.0M18.0%ETFVery LowLansing, MI2026-10-15
Vantagepoint Investment Advisers LLC
6,145,216$308.6M2.3%ETFVery LowWashington, DC2026-10-26
Commonwealth Equity Services, LLC
6,013,606$301.9M0.4%ETFLowWaltham, MA2026-11-02
Truist Financial Corp
3,853,239$193.5M0.2%CoreLowCharlotte, NC2026-10-30
Vicus Capital
3,171,739$159.3M10.1%ETFMediumState College, PA2026-11-05
Exchange Traded Concepts, LLC
2,587,336$129.9M0.5%GrowthMediumOklahoma City, OK2026-10-28
Jnba Financial Advisors
2,454,221$123.2M9.3%ETFMediumBloomington, MN2026-11-03
Capital Asset Advisory Services LLC
2,346,411$115.5M3.9%ETFLowWilliamston, MI2026-10-30
Gradient Investments LLC
2,158,701$108.4M1.5%CoreMediumArden Hills, MN2026-10-08
AlphaCore Capital LLC
2,116,969$106.3M1.7%ETFLowLa Jolla, CA2026-11-04
AlphaStar Capital Management, LLC
2,075,523$104.2M6.2%ETFMediumCornelius, NC2026-10-16
Peterson Wealth Advisors, LLC
2,053,612$103.1M12.0%ETFLowOrem, UT2026-10-08
Diversify Wealth Management, LLC
2,000,708$99.1M1.5%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
2,000,708$99.1M1.5%GrowthLowSandy, UT2026-10-20
Schneider Downs Wealth Management Advisors, LP
1,851,293$93.0M8.6%ETFVery LowPittsburgh, PA2026-10-27
Assetmark, Inc
1,813,529$91.1M0.2%ETFLowConcord, CA2026-10-21
Park Avenue Securities LLC
1,746,672$87.7K0.0%ETFMediumNew York, NY2026-10-26
Center for Financial Planning, Inc.
1,741,059$87.4M8.1%ETFLowSouthfied, MI2026-10-26
Kestra Advisory Services, LLC
1,732,976$87.0M0.2%CoreLowAustin, TX2026-11-02
Greenleaf Trust
1,675,616$84.1M0.9%CoreLowKalamazoo, MI2026-10-29
Cambridge Investment Research Advisors, Inc.
1,520,482$76.3K0.0%ETFLowFairfield, IA2026-11-02
Wealthcare Advisory Partners LLC
1,520,210$76.3M1.3%ETFLowWest Chester, PA2026-10-21
Truefg, LLC
1,420,994$71.3M16.6%ETFVery LowCedar Park, TX2026-10-15
Confluence Investment Management LLC
1,419,786$71.3M1.2%ValueMediumSt. Louis, MO2026-10-01
Facet Wealth, Inc.
1,286,028$64.6M0.8%IndexVery LowWest Palm Beach, FL2026-11-04
CGN Advisors LLC
1,223,297$61.4M4.8%ETFLowManhattan, KS2026-10-21
Wealth Enhancement Advisory Services, LLC
1,155,919$56.8M0.1%CoreLowPlymouth, MN2026-10-13
Blueprint Investment Partners LLC
1,083,038$54.4M4.4%ETFMediumGreensboro, NC2026-10-28
Halbert Hargrove Global Advisors, LLC
1,069,199$53.7M2.3%ETFLowLong Beach, CA2026-10-16
Global Strategic Investment Solutions, LLC
979,400$49.2M4.3%ETFLowScottsdale, AZ2026-10-16
Walkner Condon Financial Advisors LLC
962,675$48.3M5.3%ETFLowVerona, WI2026-11-02
Boston Standard Wealth Management, LLC
948,310$47.6M6.8%ETFLowWinchester, MA2026-10-07
IFP Advisors, Inc
915,168$46.0M0.8%GrowthLowTampa, FL2026-10-16
TSG Advice Partners, LLC
900,370$45.4M5.9%ETFN/AColumbus, OH2026-10-29
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
882,068$44.3M2.2%ETFMediumWestlake, OH2026-10-14
Farther Finance Advisors, LLC
817,426$41.0M0.3%IndexLowSan Francisco, CA2026-10-08
Garrett Wealth Advisory Group, LLC
810,095$40.7M6.2%ETFVery LowWeatherford, TX2026-10-22
SigFig Wealth Management, LLC
804,423$40.4M1.0%ETFLowSan Francisco, CA2026-10-07
KWB Wealth
794,993$39.9M3.4%ETFMediumRedlands, CA2026-10-16
Concord Wealth Partners
782,378$39.3M4.6%GrowthLowAbingdon, VA2026-11-02
First Heartland Consultants, Inc.
769,786$38.7M2.6%ETFMediumLake St. Louis, MO2026-10-08
Concord Asset Management, LLC
760,719$38.2M5.9%GrowthLowAbingdon, VA2026-11-02
Gibbs Wealth Management
755,542$37.9M4.0%CoreLowAlpharetta, GA2026-10-22
Procyon Advisors, LLC
750,358$37.7M1.6%CoreVery LowShelton, CT2026-10-21
Signature Estate & Investment Advisors LLC
727,927$36.5M0.6%ETFMediumLos Angeles, CA2026-10-13
Auour Investments LLC
721,054$36.2M10.3%ETFLowWoburn, MA2026-10-28
Landmark Wealth Management, Inc.
714,424$35.9M11.9%ETFLowNormal, IL2026-11-04
Moneco Advisors, LLC
700,266$35.2M2.1%ETFLowFairfield, CT2026-11-05
Higgins & Schmidt Wealth Strategies LLC
681,446$34.2M13.9%ETFLowDenver, CO2026-10-26
Flagstone Financial Management
672,944$33.8M7.4%ETFVery LowLincoln, NE2026-11-05
ERn Financial, LLC
661,394$33.2M5.4%ETFVery LowMiddleton, WI2026-10-28
RFG - Bristol Wealth Advisors, LLC
657,308$33.0M7.9%ETFLowTaunton, MA2026-10-09
Atlas Private Wealth Advisors
634,981$31.9M6.9%ETFLowRed Bank, NJ2026-10-23
Rinkey Investments
620,532$31.2M7.5%ETFLowSan Diego, CA2026-10-28
James T. Borello RIA
599,947$30.1M6.3%ETFVery LowEast Dundee, IL2026-10-16
Tennessee Valley Asset Management Partners
581,429$29.2M3.2%ETFLowKnoxville, TN2026-11-03
Blueprint Financial Advisors LLC
580,708$29.2M3.1%GARPMediumGreensboto, NC2026-10-28
Fiduciary Alliance LLC
566,011$28.4M2.1%CoreMediumGreenville, SC2026-10-13
Treasure Coast Financial Planning
556,750$28.0M13.3%ETFVery LowVero Beach, FL2026-11-03
Kingswood Wealth Advisors, LLC
547,307$27.5M1.1%GrowthLowSan Diego, CA2026-10-23
Fidelity D & D Bancorp Inc
538,635$27.0M9.1%ETFVery LowScranton, PA2026-11-05
Brighton Securities Corp.
534,162$26.8M11.2%ETFVery LowRochester, NY2026-10-08
Values Added Financial LLC
483,842$24.3M8.6%ETFLowWashington, DC2026-10-28
Apella Capital, LLC
480,245$24.0M0.3%ETFVery LowWest Hartford, CT2026-10-08
Portside Wealth Group, LLC
451,518$22.7M2.5%CoreMediumProvo, UT2026-10-20
Cornerstone Wealth Management, LLC
439,849$22.1M0.9%ETFVery LowSt. Peters, MO2026-11-04
Leicht Financial Planning & Wealth Management, Inc.
434,987$21.8M9.0%ETFLowParsippany, NJ2026-11-03
Simplicity Wealth,LLC
427,875$21.5M0.6%ETFLowSummit, NJ2026-10-23
Retiremitten Financial LLC
423,244$21.1M8.2%ETFN/AMilford, MI2026-11-05
Atria Investments, Inc
408,769$20.5M0.2%CoreMediumCharlotte, NC2026-10-15
Invenio Wealth Partners LLC
405,462$20.4M7.3%ETFLowCoral Gables, FL2026-10-20
Mason & Associates, LLC
396,242$19.9M4.1%ETFVery LowNewport News, VA2026-10-26
RFG Advisory, LLC
385,675$19.4M0.3%ETFMediumBirmingham, AL2026-11-03
Summit Global Investments
374,245$18.8K0.0%CoreMediumBountiful, UT2026-10-28
Signal Advisors Wealth, LLC
373,217$18.7M0.8%ETFLowDetroit, MI2026-10-13
Citigroup Inc
365,265$18.3M0.0%CoreMediumNew York, NY2026-11-04
Macco Financial Group, Inc.
363,704$18.3M11.0%ETFHighGreen Bay, WI2026-11-05
Palatine Hill Wealth Management, LLC
354,051$17.8M12.8%ETFMediumBirmingham, MI2026-11-03
Moss Adams Wealth Advisors LLC
338,249$17.0M1.1%ETFLowSeattle, WA2026-10-28
Rodgers & Associates, LTD
338,030$17.0M1.6%ETFVery LowLancaster, PA2026-10-20
Probity Advisors, Inc.
329,025$16.5M2.4%ETFLowDallas, TX2026-10-23
Clear Retirement Advice LLC
311,958$15.7M10.5%ETFVery LowSan Mateo, CA2026-10-22
Pecaut & Co.
305,059$15.3M4.4%ETFLowSioux City, IA2026-10-27
Gradient Capital Advisors, LLC
304,861$15.3M3.5%ETFLowSan Diego, CA2026-10-21
Cliftonlarsonallen Wealth Advisors, LLC
298,183$15.0M0.2%ETFLowMinneapolis, MN2026-10-14
Navigation Group, LLC
298,045$15.0M3.0%ETFVery LowRedwood City, CA2026-10-28
Plante Moran Financial Advisors, LLC
293,187$14.7M0.7%ETFVery LowSouthfield, MI2026-11-04
Reston Wealth Management LLC
292,958$14.7M4.0%ETFLowReston, VA2026-10-29
Horizon Financial Services, LLC
291,057$14.6M5.5%ETFLowWinston Salem, NC2026-11-04
Kagan Cocozza Asset Management
288,848$14.5M9.0%ETFVery LowMickleton, NJ2026-10-19
O'Connor Financial Group LLC
287,500$14.4M5.1%ETFLowQuincy, IL2026-10-26
Dorval Corp
283,641$14.2M4.1%ETFLowMaple Grove, MN2026-10-29
Verus Capital Partners, LLC
283,099$14.2M0.7%GrowthLowScottsdale, AZ2026-11-03
Brookstone Capital Management
281,466$14.1M0.1%ETFMediumWheaton, IL2026-10-22
Waller Financial Planning Group, Inc
276,043$13.9M2.8%ETFMediumColumbus, OH2026-10-07
Montz Harcus Wealth Management LLC
272,413$13.7M4.8%ETFVery LowNew Orleans, LA2026-10-09
Optima Capital LLC
270,486$13.6M5.4%ETFHighPortland, OR2026-10-29
Boltwood Capital Management
270,470$13.6M3.1%ETFVery LowWalnut Creek, CA2026-10-02
Sage Advisory Services, Ltd.Co.
261,262$13.1M7.1%ETFMediumAustin, TX2026-10-29
Delta Wealth Advisors LLC
260,918$13.1M9.0%ETFMediumIndianapolis, IN2026-10-09
Valtinson Bruner Financial Planning LLC
260,505$13.1M3.2%ETFLowNew Brighton, MN2026-11-02
Certified Advisory Corp
259,339$13.0M1.1%ETFLowAltamonte Springs, FL2026-10-29
Lifestyle Asset Management, Inc.
259,211$13.0M3.1%ETFHighFriendswood, TX2026-10-20
Smart Wealth LLC
258,334$13.0M2.6%ETFHighOmaha, NE2026-11-04
Rosenberg Matthew Hamilton
258,304$13.0M2.3%ETFVery LowGrand Junction, CO2026-10-05
NovaPoint Capital, LLC
254,452$12.8M2.8%CoreLowAtlanta, GA2026-10-22
Lanark Financial, Inc.
254,166$12.8M0.9%CoreMediumBirmingham, AL2026-10-26
Henderson Brothers Financial Partners, LLC
254,033$12.8M4.6%ETFN/APittsburgh, PA2026-11-03
Leslie Global Wealth, LLC
251,259$12.6M4.6%ETFLowItasca, IL2026-10-26
Flagship Harbor Advisors, LLC
250,669$12.6M0.5%ETFMediumBoston, MA2026-10-26
Aquire Wealth Advisors, LLC
249,603$12.5M2.8%ETFVery LowSalt Lake City, UT2026-10-23
WBH Advisory Inc
243,581$12.2M0.8%ETFLowBaltimore, MD2026-11-05
True Blue Financial, LLC
242,688$12.2M4.5%ETFLowStevensville, MI2026-10-15
Financial Planning Fort Collins, LLC
242,423$12.2M8.9%ETFVery LowFort Collins, CO2026-10-16
MGO One Seven LLC
239,208$12.0M0.2%GrowthLowBeachwood, OH2026-10-28
Marathon Strategic Advisors, LLC
237,129$11.9M7.0%ETFVery LowPittsburgh, PA2026-10-20
Salomon & Ludwin, LLC
228,195$11.5M1.0%ETFVery LowRichmond, VA2026-10-29
Spartan Planning & Wealth Management
225,221$11.3M7.4%GrowthHighGreensboro, NC2026-10-13
Amicus Financial Advisors, LLC
222,917$11.2M2.9%ETFLowLubbock, TX2026-11-03
Grimes & Co Wealth Management, LLC
221,620$11.1M0.3%CoreLowWestborough, MA2026-10-29
Wrenne Financial Planning LLC
215,009$10.8M3.6%ETFVery LowLexington, KY2026-10-30
New England Capital Financial Advisors LLC
213,672$10.7M2.5%ETFLowMeriden, CT2026-11-03
Xena Financial Planning, LLC
211,187$10.6M10.1%ETFVery LowPortland, OR2026-10-13
Partnership Wealth Management, LLC
210,736$10.6M7.5%CoreLowTowson, MD2026-10-05
Modera Wealth Management, LLC
205,352$10.3M0.1%ETFVery LowWestwood, NJ2026-10-28
Security Financial Services, Inc.
204,671$10.3M1.4%ETFMediumFort Wayne, IN2026-10-29
Bensler, LLC
204,211$10.3M1.0%MomentumMediumBellevue, WA2026-11-05
Legacy Solutions, LLC
198,997$10.0M7.6%ETFLowKennett Square, PA2026-10-07
IFS Advisors, LLC
191,930$9.6M2.9%ETFLowOverland Park, KS2026-10-14
Fortitude Financial, LLC
190,267$9.6M4.5%ETFHighSpokane, WA2026-10-19
Orin Green Financial, LLC
190,193$9.5M3.6%ETFVery LowSan Diego, CA2026-10-19
Integrated Capital Management, Inc.
188,815$9.5M6.8%ETFLowJessup, PA2026-10-09
Bay Capital Advisors, LLC
182,855$9.2M4.9%ETFLowVirginia Beach, VA2026-10-16
YHB Investment Advisors, Inc.
181,758$9.1M0.6%GrowthLowWest Hartford, CT2026-10-08
Sherman Wealth Management LLC
180,699$9.1M6.4%ETFLowGaithersburg, MD2026-10-16
XML Financial, LLC
180,099$9.0M0.6%ETFLowBethesda, MD2026-10-29
Aire Advisors, LLC
179,125$9.0M1.5%ETFVery LowBeverly Hills, CA2026-10-22
Financial Advisory Partners, LLC
177,832$8.9M2.4%ETFVery LowWinter Park, FL2026-10-23
BIP Wealth, LLC
171,068$8.6M0.2%ETFMediumAtlanta, GA2026-10-22
Trek Financial, LLC
168,134$8.4M0.4%ETFHighScottsdale, AZ2026-10-29
Sentinel Pension Advisors, LLC
165,188$8.3M1.0%ETFLowWakefield, MA2026-11-02
Ironwood Wealth Management, Llc.
164,464$8.3M1.8%ETFLowChandler, AZ2026-10-28
Optimist Retirement Group LLC
163,142$8.2M3.3%ValueLowBellevue, WA2026-10-30
Diligent Investors, LLC
158,768$8.0M1.8%CoreLowRedlands, CA2026-10-21
Independent Financial Group, LLC
158,764$8.0M0.1%GrowthLowSan Diego, CA2026-10-13
Midwest Financial Network, LLC
156,942$7.9M5.4%ETFHighTinley Park, IL2026-10-13
Aerodigm Wealth, LLC
153,758$7.7M2.7%ETFLowLake Oswego, OR2026-10-16
Benchmark Financial, LLC
152,954$7.7M5.9%ETFVery LowWilmington, DE2026-10-16
Total Clarity Wealth Management, Inc.
152,218$7.6M1.5%ETFMediumSt. Charles, IL2026-10-26
Parallel Advisors, LLC
149,670$7.5M0.1%IndexLowSan Francisco, CA2026-11-03
Oregon Pacific Wealth Management, LLC
145,842$7.3M6.8%ETFMediumMedford, OR2026-10-20
Sheets Smith Wealth Management
143,772$7.2M0.8%CoreLowWinston-Salem, NC2026-10-16
Avior Wealth Management, LLC
143,065$7.2M0.2%ETFMediumOmaha, NE2026-10-13
TCP Asset Management, LLC
141,233$7.1M0.8%ETFLowUpper Arlington, OH2026-10-14
Wilkins Miller Wealth Management, LLC
140,248$7.0M4.0%ETFVery LowMobile, AL2026-10-13
Symphony Financial, Ltd. Co.
137,874$7.0M0.6%GrowthLowHouston, TX2026-10-22
Smith Thornton Advisors LLC
137,814$6.9M3.0%ETFVery LowHuntsville, AL2026-10-16
Convergence Financial, LLC
137,564$6.9M1.0%ETFMediumColumbia, MO2026-10-27
BCS Wealth Management
137,306$6.9M1.2%ETFVery LowJohnson City, TN2026-11-03
Ignite Planners, LLC
134,648$6.8M0.9%CoreLowSan Clemente, CA2026-10-14
Venture Visionary Partners LLC
132,709$6.7M0.2%CoreLowSylvania, OH2026-10-07
Vested Financial Planning, LLC
131,357$6.6M4.6%ETFMediumSan Carlos, CA2026-10-28
Novem Group
131,264$6.6M0.7%ETFMediumRochester, NY2026-10-19
Occidental Asset Management, LLC
128,156$6.4M0.6%GrowthLowBurlingame, CA2026-11-05
Montis Financial, LLC
125,899$6.3M1.3%ETFLowWaltham, MA2026-11-04
SYM Financial Corp
125,523$6.3M0.5%ETFVery LowWinona Lake, IN2026-10-26
Balefire, LLC
125,500$6.3M1.0%ETFMediumDallas, TX2026-10-09
Founders Financial Securities LLC
124,887$6.3M0.3%ETFMediumTowson, MD2026-10-28
Hughes Financial Services, LLC
123,809$6.2M0.8%ETFLowHerndon, VA2026-10-30
Raleigh Capital Management Inc.
123,277$6.2M1.9%CoreMediumCary, NC2026-10-28
Ervin Investment Management, LLC
122,150$6.1M3.3%CoreVery LowSeattle, WA2026-10-23
BayBridge Capital Group, LLC
120,665$6.1M3.2%GARPMediumLivermore, CA2026-10-13
Valpey Financial Services, LLC
120,320$6.0M3.6%ETFVery LowConcord, NH2026-10-30
Northwest Wealth Advisors, LLC
116,507$5.8M2.9%ETFVery LowBellingham, WA2026-11-02
Weitzel Financial Services, Inc.
116,350$5.9M2.0%ETFVery LowDubuque, IA2026-10-16
Trilogy Capital Inc.
113,850$5.7M0.2%ETFMediumIrvine, CA2026-10-20
Heartwood Wealth Advisors LLC
110,375$5.5M0.4%ETFLowRichmond, VA2026-10-05
Towercrest Capital Management
109,621$5.5M0.8%ETFVery LowNewtown, PA2026-10-23
ARQ Wealth Advisors, LLC
106,556$5.4M0.6%ETFLowScottsdale, AZ2026-10-29
Concurrent Investment Advisors, LLC
105,607$5.3M0.0%GrowthMediumTampa, FL2026-10-16
Norway Savings Bank
105,585$5.3M2.2%GrowthLowNorway, ME2026-10-20
DeDora Capital, Inc.
104,837$5.3M1.2%ETFVery LowNapa, CA2026-10-26
Investment Partners, Ltd.
103,974$5.2M0.8%ETFVery LowNew Philadelphia, OH2026-10-29
Choreo, LLC
103,022$5.2M0.1%IndexLowRockford, IL2026-10-28
Aspetuck Financial Management LLC
102,689$5.2M3.3%GrowthVery LowWestport, CT2026-11-04
Ashton Thomas Private Wealth, LLC
101,915$5.1M0.1%CoreMediumScottsdale, AZ2026-11-03
QP Wealth Management, LLC
100,631$5.1M7.6%GrowthHighBoca Raton, FL2026-10-20
Colton Groome Financial Advisors, LLC
100,103$5.0M1.2%ETFLowAsheville, NC2026-10-06
Sowell Financial Services LLC
98,856$5.0M0.2%CoreLowNorth Little Rock, AR2026-10-23
G&S Capital LLC
98,302$4.9M1.4%CoreMediumDenver, CO2026-10-23
Patriot Financial Group Insurance Agency, LLC
97,471$4.9M0.5%GrowthLowWalpole, MA2026-10-14
Vise Technologies, Inc.
97,134$4.9M0.0%IndexLowNew York, NY2026-10-29
Legacy Wealth Partners, LLC
96,383$4.8M1.0%ETFHighLakewood, CO2026-10-15
Axxcess Wealth Management, LLC
94,440$4.7M0.2%CoreLowCarlsbad, CA2026-10-21
Financial Insights, Inc.
93,488$4.7M1.2%ETFLowTacoma, WA2026-10-27
Mccarter Private Wealth Services LLC
93,140$4.7M1.6%CoreLowBoston, MA2026-10-22
TBH Global Asset Management, LLC
92,105$4.8M0.8%CoreHighBrentwood, TN2026-11-03
Private Trust Co NA
91,254$4.6M0.4%CoreLowCleveland, OH2026-10-20
LexAurum Advisors, LLC
91,115$4.6M0.5%ETFLowOverland Park, KS2026-10-19
Range Financial Group LLC
90,794$4.6M1.3%GARPMediumTigard, OR2026-10-21
Advisor OS, LLC
90,471$4.5M0.3%ETFMediumChicago, IL2026-11-03
Visionary Wealth Advisors
90,029$4.5M0.2%ETFLowO'Fallon, IL2026-11-04
Richmond Investment Services, LLC
89,919$4.5M1.4%ETFLowMequon, WI2026-10-29
Cooksen Wealth, LLC
89,349$4.5M2.7%ETFVery LowThe Woodlands, TX2026-10-13
BlueChip Wealth Advisors LLC
88,932$4.5M1.5%ETFMediumMilton, GA2026-11-03
Rossby Financial, LCC
88,930$4.5M0.7%ETFMediumMelbourne, FL2026-11-05
HBW Advisory Services LLC
88,649$4.5M0.4%ETFMediumSimi Valley, CA2026-10-15
Paladin Wealth, LLC
87,274$4.4M2.4%CoreLowArden Hills, MN2026-10-23
Towerpoint Wealth, LLC
87,145$4.4M1.5%ETFLowSacramento, CA2026-10-13
Yankcom Partnership
86,823$4.4M1.5%CoreVery LowYankton, SD2026-10-15
Downshift Financial, LLC
85,822$4.3M1.9%ETFLowBoulder, CO2026-10-13
Stevens Capital Partners
84,972$4.3M0.7%ETFVery LowOmaha, NE2026-10-29
Steele Capital Management, Inc.
84,775$4.3M0.2%ETFVery LowDubuque, IA2026-11-02
Patriot Investment Management Group, Inc.
84,488$4.2M0.2%ETFVery LowKnoxville, TN2026-10-15
Larson Financial Group LLC
83,990$4.2M0.1%GrowthLowSt Louis, MO2026-11-05
Bell Bank
82,847$4.2M0.2%ETFLowFargo, ND2026-10-21
Butensky & Cohen Financial Security, Inc
80,437$4.0M1.0%ValueLowPonte Vedra Beach, FL2026-10-13
Alliance Wealth Management Group
80,212$4.0M0.8%ETFLowFlemington, NJ2026-10-29
Koshinski Asset Management, Inc.
80,069$4.0M0.2%ETFLowDecatur, IL2026-10-29
Eclectic Associates Inc
80,007$4.0M0.4%ETFVery LowFullerton, CA2026-10-09
Breachway Investments LLC
79,037$4.0M6.1%ETFLowCharlestown, RI2026-10-19
NBT Bank, N.A.
78,535$3.9M0.3%CoreLowNorwich, NY2026-10-21
VestGen Advisors, LLC
77,000$3.9M0.1%GrowthMediumChicago, IL2026-10-27
Global Financial Private Client, LLC
76,011$3.8M1.1%GrowthLowSarasota, FL2026-10-15
Seven Hills Financial, LLC
75,378$3.8M2.3%ETFN/ATallahassee, FL2026-10-13
Equita Financial Network, Inc.
75,277$3.8M1.1%ETFLowFort Washington, PA2026-10-19
SkyOak Wealth, LLC
74,577$3.7M0.6%ETFLowSouthfield, MI2026-10-28
HUB Investment Partners, LLC
72,740$3.7M0.1%GrowthLowAustin, TX2026-11-03
Richardson Financial Services Inc.
70,437$3.5M2.0%GrowthMediumMedway, MA2026-10-30
Prime Capital Investment Advisors, LLC
68,639$3.4M0.0%ETFLowOverland Park, KS2026-10-20
21 West Wealth Management LLC
68,113$3.4M3.0%ETFLowTustin, CA2026-10-13
United Asset Strategies, Inc.
67,881$3.4M0.2%GrowthLowGarden City, NY2026-10-28
Trinity Wealth Management, LLC
67,800$3.4M1.1%ETFMediumBerwyn, PA2026-10-13
Norden Group LLC
66,989$3.4M0.3%GrowthMediumProvo, UT2026-10-20
Puff Wealth Management, LLC
64,948$3.3M3.1%ETFLowHaddonfield, NJ2026-10-07
JFS Wealth Advisors, LLC
64,818$3.3M0.2%ETFVery LowHermitage, PA2026-11-03
Enclave Advisors LLC
64,793$3.3M0.4%ETFMediumAustin, TX2026-10-14
Northwest Wealth Management, LLC
62,742$3.2M0.4%ETFLowSpencer, IA2026-10-30
Virtue Capital Management, LLC
62,102$3.1M0.4%GrowthHighBrentwood, TN2026-10-29
Lunt Capital Management, Inc.
62,072$3.1M1.2%ETFLowHolladay, UT2026-10-30
Gainplan LLC
61,557$3.1M1.2%ETFHighBloomfield Hills, MI2026-10-09
Able Financial Group, LLC
61,081$3.1M0.5%ETFLowScottsdale, AZ2026-10-14
Baron Financial Group, LLC
60,992$3.1M1.5%ETFVery LowFair Lawn, NJ2026-10-09
FF Advisors,LLC
60,170$3.0M1.1%ETFLowManhattan Beach, CA2026-10-21
Landmark Wealth Management, LLC
59,663$3.0M0.7%ETFVery LowMelville, NY2026-11-03
Breakwater Investment Management
59,130$3.0M1.0%ETFLowSeattle, WA2026-10-20
Orba Wealth Advisors, L.L.C.
59,111$3.0M2.5%ETFMediumChicago, IL2026-10-23
Simon Quick Advisors, LLC
58,553$2.9M0.1%ETFLowMorristown, NJ2026-10-26
Financial Network Wealth Advisors LLC
58,048$2.9M2.9%ETFLowMurray, UT2026-10-28
Chicago Capital, LLC
58,000$2.9M0.1%GrowthLowChicago, IL2026-10-13
Stablepoint Partners, LLC
57,991$2.9M0.4%CoreLowBraintree, MA2026-11-03
Life Planning Partners, Inc
57,755$2.9M2.3%ETFVery LowJacksonville, FL2026-10-28
Opus Capital Group, LLC
57,175$2.9K0.0%ETFVery LowCincinnati, OH2026-10-30
Private Wealth Group, LLC
55,777$2.8M1.1%ETFLowTampa, FL2026-10-19
Livet Wealth, LLC
55,447$2.8M1.5%ETFLowSpanish Fork, UT2026-10-27
AdvisorNet Financial, Inc
54,773$2.7M0.1%ETFLowMinnetonka, MN2026-10-15
Foronjy Financial LLC
53,846$2.7M1.0%ETFLowLos Osos, CA2026-10-14
Kohmann Bosshard Financial Services, LLC
53,511$2.7M0.2%ETFLowFairlawn, OH2026-11-04
Pinnacle Associates LTD
52,854$2.7M0.0%CoreLowNew York, NY2026-10-20
Watershed Private Wealth LLC
51,957$2.6M0.7%ETFMediumOak Brook, IL2026-10-30
Ascent Group, LLC
51,531$2.6M0.1%CoreLowVirginia Beach, VA2026-10-30
Lockerman Financial Group, Inc.
51,041$2.6M3.7%ETFMediumNewport Beach, CA2026-10-19
Pinnacle Wealth Management Advisory Group, LLC
47,986$2.4M0.1%GrowthLowRed Bank, NJ2026-10-23
Ethic Inc.
47,680$2.4M0.0%CoreLowNew York, NY2026-11-03
Sage Mountain Advisors LLC
47,171$2.4M0.1%ETFLowAtlanta, GA2026-11-02
Apollon Wealth Management, LLC
47,062$2.4M0.0%GrowthLowMount Pleasant, SC2026-10-23
Econ Financial Services Corp
46,718$2.3M1.0%YieldVery HighHarrisburg, PA2026-10-19
Clark Asset Management, LLC
46,272$2.3M0.2%ETFVery LowStratham, NH2026-10-19
SeaBridge Investment Advisors LLC
46,008$2.3M0.3%GrowthMediumSummit, NJ2026-11-02
TKG Advisors, LLC
45,217$2.3M0.8%MomentumMediumValparaiso, IN2026-11-02
McNaughton Wealth Management, LLC
45,086$2.3M0.8%ETFLowSan Diego, CA2026-10-09
Worth Financial Advisory Group, LLC
44,692$2.2M0.9%GrowthVery LowCharlotte, NC2026-10-19
Carroll Advisory Group, LLC
44,455$2.2M0.7%ETFVery LowTexarkana, TX2026-10-16
Wedmont Private Capital
43,372$2.2M0.1%IndexVery LowWest Chester, PA2026-10-09
Iron Financial LLC
43,046$2.2M0.9%ETFLowNorthbrook, IL2026-10-23
Tempus Wealth Planning, LLC
42,803$2.1M0.4%ETFMediumIrvine, CA2026-10-14
Legacy Private Trust Co.
41,977$2.1M0.1%ETFLowNeenah, WI2026-10-06
MCF Advisors LLC
41,756$2.1M0.1%ETFLowLexington, KY2026-10-28
WealthPoint Financial, LLC
41,658$2.1M1.5%ETFMediumCramerton, NC2026-11-03
Andrews Advisory Associates, LLC
41,550$2.1M1.0%ETFLowHonolulu, HI2026-10-15
ACT Advisors, Llc.
41,299$2.1M0.7%ETFMediumAsheville, NC2026-10-15
Bill Few Associates, Inc.
40,834$2.1M0.4%CoreVery LowSewickley, PA2026-10-09
Triad Wealth Partners, LLC
40,064$2.0M0.1%ETFMediumLawrence, KS2026-10-26
Sanchez Gaunt Capital Management, LLC
39,760$2.0M1.1%ETFN/AReno, NV2026-11-03
Roan Capital Partners
39,070$2.0M1.4%ETFMediumJohnson City, TN2026-10-09
Krilogy Financial LLC
38,630$1.9M0.1%GrowthLowSt. Louis, MO2026-10-13
Hibernia Wealth Partners, LLC
38,447$1.9M1.0%ETFVery LowBaton Rouge, LA2026-10-29
Lido Advisors, LLC
38,339$1.9M0.0%GrowthLowLos Angeles, CA2026-11-04
Black Diamond Financial, LLC
37,362$1.9M0.2%ETFVery LowTowson, MD2026-10-26
River Street Advisors LLC
37,099$1.9M0.6%CoreLowAurora, IL2026-10-22
Outlook Wealth Advisors, LLC
36,719$1.8M0.4%ETFMediumShenandoah, TX2026-10-28
StoneX Group Inc.
36,599$1.8M0.1%ETFMediumNew York, NY2026-11-03
Guardian Asset Advisors, LLC
36,170$1.8M0.8%GrowthMediumMechanicsburg, PA2026-10-16
Prevail Innovative Wealth Advisors, LLC
36,066$1.8M0.2%CoreVery HighLeawood, KS2026-10-20
Great Diamond Partners, LLC
35,864$1.8M0.3%CoreMediumPortland, ME2026-10-13
Eagle Strategies LLC
35,688$1.8M0.2%ETFLowNew York, NY2026-10-16
Dagco, Inc.
35,671$1.8M0.3%ETFVery LowWestlake, OH2026-10-20
Fullerton Advisors, LLC
35,312$1.8M1.7%ETFLowDanville, CA2026-10-14
Wealthcare Capital Partners, LLC
35,177$1.8M0.7%ETFLowWest Chester, PA2026-10-21
Howard Wealth Management, LLC
35,070$1.8M0.6%ETFVery LowMadison, CT2026-10-28
Capital Investment Advisory Services, LLC
34,587$1.7M0.1%CoreMediumRaleigh, NC2026-10-30
Idaho Trust Co
34,330$1.7M0.5%ETFLowBoise, ID2026-11-04
MBM Wealth Consultants, LLC
34,093$1.7M0.3%ETFVery LowChesterfield, MO2026-10-20
Ridgewood Investments LLC
34,007$1.7M0.6%ValueMediumSpringfield, NJ2026-10-05
Realta Investment Advisors
33,935$1.7M0.5%GrowthMediumWilmington, DE2026-10-14
True North Advisors, LLC
33,820$1.7M0.1%CoreMediumDallas, TX2026-10-22
USAdvisors Wealth Management, LLC
33,819$1.7K0.0%ETFLowEden Prairie, MN2026-10-21
October Effect Ltd
33,789$1.7M1.7%GrowthHighVirginia Beach, VA2026-10-20
Altrius Capital Management Inc
33,415$1.7M0.3%YieldMediumNew Bern, NC2026-11-05
Corda Investment Management, Llc.
33,322$1.7M0.1%CoreLowHouston, TX2026-10-22
Aegis Wealth Management, Inc.
33,038$1.7M1.0%ETFMediumGuthrie Center, IA2026-10-26
Meridian Wealth Management, LLC
32,721$1.6M0.0%GrowthLowLexington, KY2026-11-05
Goldstein Advisors, LLC
32,562$1.6M0.1%ETFMediumMadison, WI2026-10-15
Tannin Capital LLC
32,426$1.6M1.2%CoreMediumCharlotte, NC2026-11-05
Laurel Wealth Planning LLC
32,343$1.6M0.7%ETFLowEdina, MN2026-11-02
Courier Capital LLC
32,327$1.6M0.1%ETFLowBuffalo, NY2026-10-19
Independent Wealth Network Inc.
31,522$1.6M0.4%ETFMediumUrbandale, IA2026-10-19
Narus Financial Partners, LLC
31,476$1.6M0.4%ValueLowSalt Lake City, UT2026-10-19
Keystone Wealth Services, LLC
31,398$1.6M0.3%ETFHighPalm Desert, CA2026-11-03
Bison Wealth, LLC
30,672$1.5M0.1%GrowthMediumAtlanta, GA2026-10-13
Phillips Financial Management, LLC
30,419$1.5M0.1%ETFVery LowFort Wayne, IN2026-10-19
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
29,960$1.5M0.0%GrowthVery LowSeattle, WA2026-10-27
Detalus Advisors, LLC
29,262$1.5M0.3%ETFLowSt. Louis, MO2026-10-15
Vericrest Private Wealth
28,839$1.4M1.3%ETFLowNewtown, PA2026-10-21
Integrity Wealth Partners, LLC
28,819$1.4M1.1%ETFN/AWalnut Creek, CA2026-10-14
Sterling Wealth Management, Inc.
28,505$1.4M0.4%ETFLowChampaign, IL2026-10-23
Midwest Trust Co
28,243$1.4M0.0%CoreLowOverland Park, KS2026-10-22
Silverlake Wealth Management LLC
28,065$1.4M0.3%ETFLowWilliston, VT2026-10-21
Peirce Capital Management, LLC
27,446$1.4M0.5%ETFLowThe Woodlands, TX2026-10-19
Seneca Financial Advisors LLC
27,361$1.4M0.4%ETFLowRochester, NY2026-10-28
American Institute for Advanced Investment Management, LLP
26,495$1.3M0.8%ETFLowScottsdale, AZ2026-11-03
MidAtlantic Capital Management, Inc.
26,183$1.3M0.8%ETFVery LowRichmond, VA2026-11-05
Penobscot Wealth Management
26,151$1.3M0.3%ETFVery LowPortland, ME2026-10-21
Mosley Wealth Management
25,779$1.3M0.4%ETFHighAnaheim, CA2026-10-16
CoreCap Advisors, LLC
25,541$1.3M0.0%ETFMediumSouthfield, MI2026-10-08
Petersen Hastings Wealth Advisors Inc.
25,512$1.3M0.1%ETFLowKennewick, WA2026-10-27
IFG Advisors, LLC
25,372$1.3M0.2%ETFVery LowSt. Louis, MO2026-10-15
GLR Partners, LLC
25,074$1.3M0.6%GrowthN/AColumbia, MD2026-11-04
rebel Financial LLC
24,800$1.2M0.5%N/AVery LowGroveport, OH2026-11-04
Cannon Financial Strategists, Inc.
24,494$1.2M0.1%ETFVery LowAthens, GA2026-10-19
Gilpin Wealth Management, LLC
24,010$1.2M0.8%GrowthLowDenver, CO2026-10-09
SFG Wealth Management, Llc.
23,728$1.2M0.4%ETFMediumTowson, MD2026-10-23
Bokf, NA
23,597$1.2M0.0%CoreLowTulsa, OK2026-10-27
Csenge Advisory Group
23,291$1.2M0.0%ETFMediumClearwater, FL2026-11-04
Sanchez Wealth Management Group
23,287$1.2M3.5%ETFVery LowJacksonville, FL2026-11-02
Key FInancial Inc
23,273$1.2M0.2%ETFLowWest Chester, PA2026-11-02
Alliance Wealth Advisors, LLC
22,916$1.2M0.2%ETFHighCenterville, UT2026-10-28
Partners Wealth Management, LLC
22,891$1.1M0.1%CoreLowCarmel By The Sea, CA2026-10-28
Howard Financial Services, Ltd.
22,730$1.1M0.1%ETFLowDallas, TX2026-10-15
Barnes Dennig Private Wealth Management LLC
21,741$1.1M0.9%CoreLowCincinnati, OH2026-10-30
Creative Financial Designs Inc
21,683$1.1M0.0%ETFMediumKokomo, IN2026-11-04
Integris Wealth Management, LLC
21,305$1.1M0.2%ETFVery LowMonterey, CA2026-10-14
Pacifica Partners Inc.
21,116$1.1M0.3%CoreLowSurrey, South Africa2026-10-09
Destiny Capital Corp
20,843$1.0M0.5%ETFVery LowDenver, CO2026-11-03
Forvis Mazars Wealth Advisors, LLC
20,508$1.0M0.0%ETFVery LowSpringfield, MO2026-10-13
Ridgeline Wealth Planning, LLC
20,480$1.0M0.6%ETFLowCenterville, OH2026-10-29
Redwood Financial Network Corp
20,455$1.0M0.6%ETFLowSolon, OH2026-11-03
KFG LLC
20,377$1.0M0.7%ETFN/ARapid City, SD2026-11-02
Pacific Park Financial, Inc.
20,185$1.0M0.6%ETFMediumLagina Hills, CA2026-10-13
Keybank National Association
20,086$1.0M0.0%CoreLowBrooklyn, OH2026-11-04
SeedSafe Financial LLC
19,999$1.0M0.7%ETFVery LowAustin, TX2026-11-02
Strategic Blueprint, LLC
19,888$998.6K0.0%ETFLowAtlanta, GA2026-10-22
Allen Capital Group, LLC
19,851$996.7K0.1%CoreLowGrand Island, NE2026-10-27
Uptown Financial Advisors LLC
19,809$994.6K0.7%ETFVery LowDallas, TX2026-10-15
Apollon Financial, LLC
19,752$991.7K0.1%ETFVery LowMount Pleasant, SC2026-10-23
FWG Investments, Llc.
18,978$952.9K0.5%ETFMediumLexington, KY2026-11-03
Valeo Financial Advisors, LLC
18,713$468.1K0.0%ETFLowCarmel, IN2026-10-08
Wealth Advisors Northwest LLC
18,606$934.2K0.3%ETFLowPortland, OR2026-10-29
Sigma Planning Corp
18,298$905.5K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Professional Financial Advisors, LLC
18,172$912.4K0.2%ETFMediumNorth Platte, NE2026-10-13
Tlwm
18,121$909.9K0.1%ETFLowSan Antonio, TX2026-10-09
Gateway Investment Advisers LLC
18,076$907.6K0.0%GrowthLowCincinnati, OH2026-10-13
Rooted Wealth Advisors, Inc.
18,062$910.1K0.2%ETFLowBourbonnais, IL2026-11-03
McKinley Carter Wealth Services, Inc.
18,061$906.8K0.0%ETFMediumWheeling, WV2026-10-16
M Holdings Securities, Inc.
18,057$8930.0%ETFHighPortland, OR2026-11-03
Absolute Capital Management, LLC
17,917$899.6K0.2%ETFMediumPittsburgh, PA2026-10-16
KMG Fiduciary Partners, LLC
17,454$876.4K0.1%GrowthLowToledo, OH2026-10-14
Brighton Jones LLC
17,261$866.7K0.0%CoreVery LowSeattle, WA2026-11-03
Triumph Capital Management
16,971$852.1K0.1%ETFMediumDenver, CO2026-10-14
Fifth Third Securities, Inc.
16,968$852.0K0.0%ETFLowCincinnati, OH2026-10-21
Leverty Financial Group, LLC
16,870$847.0K0.2%ETFVery LowHudson, WI2026-10-08
E6 Portfolios, LLC
16,841$845.6K0.6%ETFLowMidvale, UT2026-10-26
Baker Tilly Wealth Management, LLC
16,730$840.0K0.2%GrowthLowMadison, WI2026-10-05
Maia Wealth LLC
16,666$836.8K0.1%ETFMediumDenver, CO2026-10-19
Cantor Fitzgerald Investment Advisors L.P.
16,608$833.9K0.0%YieldLowNew York, NY2026-10-21
Chicago Partners Investment Group LLC
16,472$808.1K0.0%GARPLowChicago, IL2026-10-27
SteelPeak Wealth, LLC
16,462$826.5K0.0%GrowthHighWoodland Hills, CA2026-10-16
South Shore Capital Advisors
16,340$820.4K0.6%CoreMediumCohasset, MA2026-10-20
Balboa Wealth Partners
16,303$818.6K0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
Kraft, Davis & Associates, LLC
16,132$795.7K0.2%ETFMediumSt. Louis, MO2026-10-21
McClarren Financial Advisors, Inc.
16,122$809.5K0.4%ETFMediumState College, PA2026-10-15
Summit Financial Strategies, Inc.
16,103$808.5K0.1%ETFLowColumbus, OH2026-10-14
Client 1ST Advisory Group, LLC
16,050$805.9K0.2%ETFVery LowDunedin, FL2026-10-19
Cornerstone Enterprises, LLC
16,037$805.2K0.5%ETFMediumAppleton, WI2026-10-15
Acropolis Investment Management, LLC
15,923$799.5K0.0%ETFLowSt. Louis, MO2026-10-08
Wealthcare Capital Management LLC
15,691$787.8K0.1%ETFVery LowRichmond, VA2026-10-21
Western Reserve Capital Management, LLC
15,661$786.3K0.6%ETFLowHudson, OH2026-10-14
Stone Summit Wealth LLC
15,548$780.7K0.2%ETFLowMiami, FL2026-10-14
Kestra Private Wealth Services, LLC
15,521$779.3K0.0%GrowthLowAustin, TX2026-10-30
RMR Wealth Builders
15,517$779.1K0.0%ETFLowMontclair, NJ2026-10-22
Cedar Point Capital Partners, LLC
15,470$776.7K0.4%ETFMediumCedar Rapids, IA2026-10-29
Evergreen Capital Management LLC
15,417$774.1K0.0%GARPMediumBellevue, WA2026-10-23
PFG Advisors
15,228$764.6K0.0%ETFMediumPhoenix, AZ2026-10-16
Meredith Wealth Planning
15,115$758.9K0.2%ETFLowMaryville, IL2026-10-14
LVM Capital Management LTD
15,100$758.2K0.1%GrowthLowPortage, MI2026-10-20
Wilmington Savings Fund Society, FSB
15,079$757.1K0.0%CoreLowWilmington, DE2026-10-23
McAdam, LLC
15,010$753.7K0.0%ETFLowPhiladelphia, PA2026-10-21
Inscription Capital, LLC
14,967$751.5K0.1%GARPMediumHouston, TX2026-11-02
CogentBlue Wealth Advisors, LLC
14,923$749.3K0.7%ETFLowKnoxville, TN2026-10-09
Upper Left Wealth Management, LLC
14,837$745.0K0.4%ETFMediumTampa, FL2026-10-14
PKS Advisory Services, LLC
14,821$746.8K0.1%ETFMediumAlbany, NY2026-10-26
TopTier Wealth Management, LLC
14,769$741.6K0.4%ETFVery LowMuskego, WI2026-10-16
Aletheian Wealth Advisors LLC
14,524$729.3K0.3%ETFVery LowBellevue, WA2026-10-08
Prospect Financial Group LLC
14,476$726.8K0.6%ETFVery LowArlington, VA2026-11-05
Cape Investment Advisory, Inc.
14,459$726.0K0.2%ETFLowMcdonough, GA2026-10-13
OpenArc Corporate Advisory, LLC
14,388$722.4K0.0%GrowthLowAtlanta, GA2026-10-21
Yoder Wealth Management, Inc.
14,300$718.0K0.3%ETFLowWalnut Creek, CA2026-10-13
Sharkey, Howes & Javer
14,164$711.2K0.1%ETFMediumDenver, CO2026-10-22
Fell Capital Management
13,679$686.8K0.6%CoreLowNewport Beach, CA2026-10-09
BCK Partners, Inc.
13,659$685.8K0.3%ETFVery LowCorning, NY2026-10-23
Cypress Financial Planning LLC
13,588$682.3K0.2%ETFLowHaddon Heights, NJ2026-10-09
Acorn Wealth Advisors, LLC
13,459$675.8K0.2%ETFLowGrand Blanc, MI2026-10-19
Portland Financial Advisors Inc
13,429$674.3K1.2%ETFVery LowPort Washington, NY2026-10-26
Intrua Financial, LLC
13,425$674.1K0.1%ETFMediumHouston, TX2026-10-28
Caliber Wealth Management, LLC / KS
13,318$668.7K0.1%ETFLowOverland Park, KS2026-11-04
Belleair Asset Management, LLC
13,291$667.3K0.6%ETFVery LowBelleair Bluffs, FL2026-11-03
Avantax Planning Partners, Inc.
13,155$660.5K0.0%ETFLowDubuque, IA2026-11-03
Shepherd Financial Partners LLC
12,998$652.6K0.1%ETFLowWinchester, MA2026-11-03
Evanson Financial, LLC
12,997$652.6K0.0%ETFN/AMclean, VA2026-10-23
NorthCrest Asset Manangement, LLC
12,917$641.5K0.0%GrowthLowPlymouth, MN2026-10-13
Copper Harbor Investment Advisors, LLC
12,890$647.2K0.1%ETFN/AAppleton, WI2026-10-16
Nicholas Hoffman & Company, Llc.
12,861$645.8K0.0%ETFVery LowAtlanta, GA2026-10-30
Altus Wealth Group LLC
12,801$642.7K0.2%ETFLowColorado Springs, CO2026-10-20
Quantum Financial Planning Services, Inc.
12,634$634.3K0.2%ETFVery LowSpokane, WA2026-10-14
Family Legacy, Inc.
12,634$634.4K0.2%CoreVery LowGreenville, SC2026-10-13
Acorn Financial Advisory Services Inc
12,595$632.4K0.1%ETFMediumReston, VA2026-11-02
RF&L Wealth Management, LLC
12,533$629.3K0.4%ETFVery LowActon, MA2026-10-20
Retirement Planning Group, LLC
12,486$626.9K0.0%ETFVery LowLeawood, KS2026-10-19
Lantz Financial LLC
12,407$623.0K0.1%ETFLowNaperville, IL2026-10-15
Quest 10 Wealth Builders, Inc.
12,310$619.6K0.5%ETFLowFuquay-Varina, VA2026-11-02
One Wealth Capital Management, LLC
12,201$612.6K0.2%GrowthMediumScottsdale, AZ2026-10-23
DWM Financial Group, Inc.
12,156$610.4K0.5%ETFN/APalatine, IL2026-10-28
HB Wealth Management, LLC
12,146$609.9K0.0%IndexVery LowAtlanta, GA2026-10-23
WealthPlan Investment Management, LLC
12,106$607.9K0.0%GrowthMediumOmaha, NE2026-10-15
Visionary Horizons, LLC
12,101$607.6K0.2%ETFLowKnoxville, TN2026-10-22
Claro Advisors Inc.
12,075$606.3K0.1%CoreLowBoston, MA2026-11-02
Burney Co/
12,033$604.2K0.0%GARPMediumReston, VA2026-10-15
Wedbush Securities Inc
12,020$6040.0%CoreLowPasadena, CA2026-10-22
USA Financial Formulas
11,887$596.8K0.1%ETFVery HighAda, MI2026-10-16
Gryphon Financial Partners LLC
11,886$596.8K0.1%IndexLowColumbus, OH2026-11-04
Cassilly Financial Group LLC
11,850$595.0K0.4%ETFLowSeverna Park, MD2026-10-07
Hurley Capital, LLC
11,809$592.9K0.3%GARPMediumNew York, NY2026-11-05
Brooklyn FI, LLC
11,530$580.2K0.1%ETFVery LowNew York, NY2026-11-05
Golden State Wealth Management, LLC
11,408$572.8K0.1%ETFMediumSanta Ana, CA2026-11-02
4Wealth Advisors, Inc.
11,360$574.7K0.4%ETFMediumBurr Ridge, IL2026-10-13
Howard Capital Management Group, LLC
11,200$562.4K0.0%GrowthVery LowLos Angeles, CA2026-10-16
Aspiriant, LLC
11,170$560.9K0.0%ETFVery LowLos Angeles, CA2026-10-16
Lincoln Capital Corp
11,169$560.8K0.2%ETFMediumEast Greenwich, RI2026-10-13
Spinnaker Investment Group, LLC
11,106$557.6K0.1%ETFLowNewport Beach, CA2026-10-13
Stewardship Concepts Financial Services LLC
10,986$551.6K0.4%ETFLowSpokane, WA2026-10-06
Latitude Advisors, LLC
10,982$551.4K0.2%ETFLowYorkville, IL2026-10-27
KPP Advisory Services LLC
10,974$551.0K0.1%GrowthMediumLouisville, KY2026-10-26
United Advisor Group, LLC
10,707$537.6K0.1%ETFLowCincinnati, OH2026-11-03
Legacy Advisors, LLC
10,682$536.3K0.1%ETFLowPlymouth Meeting, PA2026-10-19
Diversified Enterprises, LLC
10,418$523.1K0.0%ETFVery LowWilmington, DE2026-10-19
Asset Dedication, LLC
10,369$520.6K0.0%ETFLowSan Francisco, CA2026-11-03
Summit Wealth Group LLC / Co
10,369$520.6K0.0%ETFHighColorado Springs, CO2026-10-29
Delta Financial Advisors LLC
10,270$515.7K0.1%CoreVery LowMetairie, LA2026-10-27
Plan A Wealth LLC
10,134$508.8K0.2%CoreLowLincoln, NE2026-10-08
LVZ, Inc.
10,112$507.7K0.1%ETFLowHolland, MI2026-10-20
May Hill Capital, LLC
10,096$506.9K0.1%ETFLowCohasset, MA2026-11-03
Evolution Wealth Management Inc.
10,032$503.7K0.3%ETFMediumFort Myers, FL2026-10-28
Sensible Money, LLC
10,011$502.6K0.1%ETFVery LowScottsdale, AZ2026-10-20
Balentine LLC
9,916$497.9K0.0%ETFLowAtlanta, GA2026-11-03
Bright Futures Wealth Management, Llc.
9,862$495.2K0.3%CoreHighWebster, Ny 14580, NY2026-10-23
Trust Co
9,735$488.8K0.0%ETFVery LowManhattan, KS2026-10-09
Signaturefd, LLC
9,629$483.5K0.0%IndexLowAtlanta, GA2026-10-23
Brian LOW Financial Group, LLC
9,603$482.2K0.3%CoreMediumBaton Rouge, LA2026-10-28
TME Financial, Inc.
9,535$478.7K0.3%ETFMediumHuntington Beach, CA2026-10-14
Root Financial Partners, LLC
9,490$476.5K0.0%ETFMediumEncinitas, CA2026-10-21
Clear Creek Financial Management, LLC
9,487$476.4K0.0%ETFMediumSilverdale, WA2026-10-28
Almanack Investment Partners, Llc.
9,425$473.2K0.1%ETFMediumNewtown Square, PA2026-11-03
MBL Wealth, LLC
9,375$470.7K0.0%ETFLowCharlotte, NC2026-10-22
Clarity Capital Advisors, LLC
9,309$467.4K0.2%ETFVery LowLakewood Ranch, FL2026-10-27
D.A. Davidson & Co.
9,309$467.4K0.0%CoreLowGreat Falls, MT2026-10-28
Elmwood Wealth Management, Inc.
9,302$467.1K0.1%ETFLowBerkeley, CA2026-10-14
Cutler Investment Counsel LLC
9,178$460.8K0.0%CoreLowJacksonville, OR2026-10-28
MJT & Associates Financial Advisory Group, Inc.
9,031$453.4K0.3%ETFLowMontevideo, MN2026-10-07
Leo Wealth, LLC
8,989$451.4K0.1%CoreLowHurst, TX2026-10-26
MSH Capital Advisors LLC
8,933$448.5K0.1%CoreLowScottsdale, AZ2026-11-03
PDS Planning, Inc
8,821$442.9K0.0%IndexVery LowDublin, OH2026-11-03
Kelly Financial Services LLC
8,773$440.5K0.1%ETFMediumBraintree, MA2026-10-20
Insight Advisors, LLC/ PA
8,736$438.6K0.1%ETFMediumNewtown, PA2026-10-22
Veery Capital, LLC
8,668$435.2K0.1%ETFVery LowWilmington, DE2026-10-07
Three Seasons Wealth, LLC
8,552$429.4K0.0%GrowthMediumSalt Lake City, UT2026-11-03
First Horizon Corp
8,468$425.2K0.0%CoreLowMemphis, TN2026-10-26
Shoker Investment Counsel, Inc.
8,370$420.3K0.1%CoreVery LowOxford, OH2026-11-04
SLT Holdings LLC
8,325$418.0K0.2%GrowthMediumScottsdale, AZ2026-10-15
Moisand Fitzgerald Tamayo, LLC
8,306$417.0K0.0%ETFVery LowOrlando, FL2026-10-15
Omni 360 Wealth, Inc.
8,296$416.5K0.2%ETFLowPlainsboro, NJ2026-10-13
Rockland Trust Co
8,171$410.3K0.0%CoreLowHanover, MA2026-10-05
Onyx Bridge Wealth Group LLC
8,137$408.6K0.0%ETFMediumTarrytown, NY2026-10-16
Valen Private Capital, LLC
8,042$403.8K0.1%ETFN/APaoli, PA2026-10-23
Richard P Slaughter Associates Inc
7,999$401.6K0.1%ETFMediumAustin, TX2026-10-13
Prosperity Financial Group, Inc.
7,997$401.5K0.1%GrowthMediumSan Ramon, CA2026-10-29
Covenant Asset Management, LLC
7,983$400.8K0.1%Agg GrowthMediumChester, NJ2026-10-14
Perigon Wealth Management, LLC
7,939$398.6K0.0%GrowthLowSan Francisco, CA2026-10-22
Brown, Lisle Ings, Inc.
7,901$396.7K0.1%CoreVery LowProvidence, RI2026-10-16
FAI Advisors, Inc.
7,900$396.7K0.2%GrowthLowFarmington Hills, MI2026-10-27
Cassaday & Co Wealth Management LLC
7,827$393.0K0.0%ETFVery LowMclean, VA2026-10-27
MW Advisory, LLC
7,809$392.1K0.2%CoreN/AAtlanta, GA2026-10-19
Morton Brown Family Wealth, LLC
7,801$391.7K0.1%ETFVery LowAllentown, PA2026-10-23
Meridian Financial Advisors, LLC
7,774$390.3K0.2%ETFVery LowHolliston, MA2026-10-14
Annex Advisory Services, LLC
7,687$386.0K0.0%GrowthHighBrookfield, WI2026-10-16
Gerber Kawasaki Wealth & Investment Management
7,670$385.2K0.0%ETFLowSanta Monica, CA2026-10-29
Focus Financial Network, Inc.
7,650$384.1K0.0%ETFLowMinneapolis, MN2026-10-14
Clear Harbor Asset Management, LLC
7,613$382.2K0.0%CoreLowStamford, CT2026-11-05
SBI Securities Co., Ltd.
7,595$381.3K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Forza Wealth Management, LLC
7,545$378.8K0.1%CoreVery LowSarasota, FL2026-10-20
James Investment Research, Inc.
7,538$378.5K0.0%CoreLowAlpha, OH2026-10-22
Accel Wealth Management
7,506$376.9K0.1%ETFLowWaverly, IA2026-10-13
Badgley Phelps Wealth Managers, LLC
7,460$374.6K0.0%GrowthVery LowSeattle, WA2026-10-22
Foundation Wealth Management, Llc\pa
7,459$374.5K0.1%ETFLowMedia, PA2026-10-14
Clarity Retirement & Wealth, LLC
7,455$374.3K0.3%ETFN/ANew Bedford, MA2026-11-04
Old Second National Bank of Aurora
7,437$373.4K0.1%CoreLowAurora, IL2026-10-22
A4 Wealth Advisors LLC
7,367$369.9K0.2%ETFHighHuntersville, NC2026-10-20
Mission Wealth Management, LP
7,259$364.5K0.0%ETFLowSanta Barbara, CA2026-10-15
Armbruster Capital Management, Inc.
7,208$361.9K0.1%ETFVery LowPittsford, NY2026-10-19
Financial Management Network Inc
7,108$359.2K0.1%ETFLowMission Viejo, CA2026-10-09
Gibson Capital, LLC
7,002$351.6K0.1%ETFVery LowWexford, PA2026-10-23
Innova Wealth Partners
6,980$350.5K0.1%ETFHighNewtown, PA2026-10-21
Accurate Wealth Management, LLC
6,964$346.5K0.0%CoreMediumWesley Chapel, FL2026-10-20
J2 Capital Management Inc
6,950$349.0K0.2%ETFHighTroy, MI2026-10-19
Moran Wealth Management, LLC
6,940$348.5K0.0%CoreMediumNaples, FL2026-10-22
Redw Wealth LLC
6,897$346.3K0.1%ETFLowAlbuquerque, NM2026-11-02
Smith Salley Wealth Management
6,880$345.4K0.0%GrowthLowGreensboro, NC2026-11-03
Yoffe Investment Management, LLC
6,841$343.5K0.4%CoreVery LowLemoyne, PA2026-11-02
Nottingham Advisors, Inc.
6,829$340.8K0.0%ETFLowAmherst, NY2026-10-29
Olio Financial Planning
6,829$342.9K0.1%ETFVery LowMclean, VA2026-10-22
Warren Street Wealth Advisors, LLC
6,770$339.9K0.1%ETFMediumIrvine, CA2026-11-04
Castle Rock Wealth Management, LLC
6,759$341.7K0.1%GrowthMediumWalnut Creek, CA2026-10-09
Transce3nd, LLC
6,716$334.6K0.3%GrowthLowBuda, TX2026-10-26
Lodestone Wealth Management LLC
6,714$337.1K0.1%CoreLowSpokane, WA2026-10-14
HMV Wealth Advisors, LLC
6,705$336.7K0.1%ETFVery LowShreveport, LA2026-10-27
Anson Capital, Inc.
6,699$336.4K0.2%ETFLowTyrone, GA2026-10-23
Journey Retirement Planning & Investment Management LLC
6,676$335.2K0.2%CoreLowAmmon, ID2026-10-09
Legacy Bridge, LLC
6,585$330.6K0.1%GrowthVery LowWest Des Moines, IA2026-10-28
Associated Banc-Corp
6,532$328.0K0.0%CoreLowGreen Bay, WI2026-10-30
Reap Financial Group, LLC
6,524$327.6K0.1%ETFLowAustin, TX2026-11-02
Quadrant Capital Group LLC
6,493$323.2K0.0%CoreLowCincinnati, OH2026-10-20
K2 Financial Inc.
6,487$322.3K0.2%ETFLowGlendora, CA2026-10-26
Single Point Partners, LLC
6,470$324.9K0.1%ETFVery LowBoston, MA2026-10-19
First Business Financial Services, Inc.
6,444$323.6K0.0%ETFVery LowMadison, WI2026-10-29
GHP Investment Advisors, Inc.
6,306$316.6K0.0%CoreVery LowDenver, CO2026-10-15
Oppenheimer & Co Inc
6,290$315.8K0.0%CoreLowNew York, NY2026-10-26
BXM Wealth LLC
6,284$315.5K0.2%GrowthLowEnglewood, CO2026-11-03
Midwest Financial Partners Investments, Inc.
6,270$314.8K0.1%ETFVery LowSt. Cloud, MN2026-10-08
Retirement Investment Advisors, Inc.
6,259$314.3K0.0%ETFVery LowOklahoma City, OK2026-10-22
Diversified Management Inc
6,258$314.2K0.1%CoreVery LowMilwaukee, WI2026-10-08
Tandem Investment Partners LLC
6,119$307.2K0.2%ETFLowBordentown, NJ2026-10-16
Independence Bank of Kentucky
6,096$306.1K0.0%GrowthLowOwensboro, KY2026-10-26
Wolff Financial Management LLC
6,071$304.8K0.1%ETFVery LowKalamazoo, MI2026-10-23
Aviance Capital Partners, LLC
6,011$301.8K0.0%CoreLowNaples, FL2026-10-29
Manchester Capital Management LLC
6,010$301.8K0.0%CoreLowManchester, VT2026-10-22
New Perspectives, Inc
5,990$300.8K0.1%ETFVery LowTougaloo, MS2026-10-14
Wealth Architects, LLC
5,836$293.1K0.0%ETFVery LowMountain View, CA2026-11-03
Tranquility Partners, LLC
5,761$289.3K0.1%CoreLowBrentwood, TN2026-10-20
Cambridge Advisors Inc.
5,747$288.6K0.0%ETFVery LowOmaha, NE2026-10-19
Mission Financial Group, LLC
5,728$287.6K0.2%ETFN/AHonolulu, HI2026-10-21
Integrity Alliance, Llc.
5,722$287.3K0.0%ETFMediumUrbandale, IA2026-10-29
XY Planning Network, Inc.
5,711$286.7K0.0%ETFLowBozeman, MT2026-10-14
Colonial River Investments, LLC
5,642$283.3K0.1%GrowthMediumMidlothian, VA2026-10-19
Broadway Wealth Solutions, Inc.
5,562$279.3K0.1%ETFVery LowSan Antonio, TX2026-10-21
Uptick Partners, LLC
5,522$277.3K0.0%ETFLowNacogdoches, TX2026-11-04
Spectrum Asset Management, Inc. (NB )
5,522$277.3K0.1%CoreMediumNewport Beach, CA2026-10-19
Beverly Hills Private Wealth, LLC
5,497$276.0K0.0%ValueMediumBeverly Hills, CA2026-11-04
Telos Capital Management, Inc.
5,471$274.7K0.0%CoreLowSan Diego, CA2026-11-02
Wlth Capital Management, LLC
5,434$272.8K1.7%ETFN/AChandler, AZ2026-10-20
Inspirion Wealth Advisors, LLC
5,367$269.5K0.0%ETFMediumLibertyville, IL2026-10-09
Ballast Financial Advisors LLC
5,353$268.8K0.3%ETFVery LowWest Chester, PA2026-10-26
Angeles Wealth Management, LLC
5,345$268.4K0.0%ETFLowSanta Monica, CA2026-10-26
Firethorn Wealth Partners, LLC
5,312$266.7K0.1%ETFLowAugusta, GA2026-10-14
Aspen Wealth Management LLC
5,293$265.7K0.0%ETFLowFort Worth, TX2026-10-14
Castleview Partners, LLC
5,276$264.9K0.1%CoreMediumDallas, TX2026-10-09
Flynn Zito Capital Management, LLC
5,236$262.9K0.1%ETFLowGarden City, NY2026-11-04
Financial Solutions Advisory Group, Inc.
5,230$258.3K0.0%ETFMediumChicago, IL2026-10-28
Buck Wealth Strategies, LLC
5,222$262.2K0.0%ValueMediumDenver, CO2026-10-28
Maseco LLP
5,186$260.3K0.0%ETFVery LowLondon, United Kingdom2026-10-27
Sovran Advisors, LLC
5,144$257.5K0.0%ETFMediumSan Diego, CA2026-11-02
Richardson Capital Management LLC
5,077$254.9K0.1%ETFLowMenomonee Falls, WI2026-10-23
Prospera Financial Services Inc
5,020$247.8K0.0%CoreMediumDallas, TX2026-11-04
Align Financial, LLC
5,020$252.1K0.1%ETFVery LowHermantown, MN2026-10-16
Wesbanco Bank Inc
5,018$252.0K0.0%CoreLowWheeling, WV2026-11-04
Core Wealth Management, Inc.
5,001$251.1K0.1%ETFVery LowJupiter, FL2026-10-22
Financial Futures Ltd Liability Co.
4,947$248.4K0.1%ETFLowBrielle, NJ2026-10-13
High Net Worth Advisory Group LLC
4,907$246.4K0.1%ETFVery LowNaples, FL2026-10-26
Schorn Wealth LLC
4,887$245.4K0.1%ETFLowEnglewood, FL2026-10-14
Integrated Advisors Network LLC
4,793$240.7K0.0%GrowthMediumDallas, TX2026-10-20
Pacific Excel Wealth Advisors, Inc.
4,786$240.3K0.3%ETFHighWalnut Creek, CA2026-10-27
Manuka Financial, LLC
4,785$240.3K0.1%ETFVery LowRichmond, VA2026-10-16
Asset One Wealth Management LLC
4,783$240.2K0.0%GrowthLowBellevue, WA2026-11-02
Ballast, Inc.
4,781$240.1K0.0%ETFLowLexington, KY2026-10-20
Formidable Asset Management, LLC
4,746$239.1K0.0%CoreLowCincinnati, OH2026-11-03
Soltis Investment Advisors LLC
4,744$238.2K0.0%CoreMediumSt. George, UT2026-10-28
Highline Wealth Partners LLC
4,730$237.5K0.0%ETFMediumSherman Oaks, CA2026-10-19
Adamsbrown Wealth Consultants LLC
4,717$236.8K0.0%ETFLowWichita, KS2026-10-20
Summit Investment Advisory Services, LLC
4,686$235.3K0.1%ETFVery LowRoseville, MN2026-11-03
Canvas Wealth Advisors, LLC
4,670$233.7K0.0%GrowthLowShawnee, KS2026-11-02
Iams Wealth Management, LLC
4,611$231.6K0.1%CoreMediumOmaha, NE2026-10-15
MLG Wealth Management DBA Pine Grove Financial Group
4,580$229.9K0.0%ETFMediumWoodbury, MN2026-10-13
Roof Eidam Maycock Peralta, LLC
4,565$229.2K0.0%ETFVery LowSan Francisco, CA2026-10-15
Mather Group, Llc.
4,539$227.9K0.0%ETFMediumChicago, IL2026-10-14
Romano Brothers and Company
4,519$226.9K0.0%CoreLowEvanston, IL2026-10-22
Elevatus Welath Management
4,456$223.7K0.1%GrowthHighVictor, NY2026-10-19
ETF Store, Inc.
4,447$223.3K0.2%ETFVery LowOverland Park, KS2026-10-19
Fifth Third Wealth Advisors LLC
4,441$223.0K0.0%IndexVery LowCincinnati, OH2026-10-22
Global View Capital Management LLC
4,432$222.5K0.0%ETFHighWaukesha, WI2026-10-28
CX Institutional
4,430$2220.0%CoreMediumAuburn, IN2026-10-02
Ironwood Financial, llc
4,387$220.3K0.0%ETFLowTucson, AZ2026-10-20
Confluence Wealth Services, Inc.
4,373$219.6K0.0%ETFVery LowMcmurray, PA2026-11-05
Intelligence Driven Advisers, LLC
4,342$218.0K0.0%ETFLowCarlsbad, CA2026-10-09
Shaker Investments LLC
4,286$215.2K0.1%MomentumMediumCleveland, OH2026-11-05
Capital CS Group, LLC
4,283$215.1K0.2%YieldMediumIrvine, CA2026-10-29
Heritage Family Offices, LLP
4,236$212.7K0.1%GrowthHighScottsdale, AZ2026-11-02
Beacon Financial Advisory LLC
4,181$210.0K0.0%ETFLowCleveland, OH2026-10-16
CPC Advisors, LLC
4,168$209.3K0.0%ETFMediumAtlanta, GA2026-10-21
Emergent Wealth Advisors, LLC
4,143$208.0K0.1%ETFMediumWilliamsville, NY2026-10-09
Parkway Wealth Management Group, LLC
4,113$206.5K0.0%ETFHighPlano, TX2026-10-20
JIM Saulnier & Associates, LLC
4,107$206.2K0.1%ETFLowFort Collins, CO2026-11-04
Ledyard National Bank
4,092$205.5K0.0%CoreLowHanover, NH2026-10-21
Chris Bulman Inc
4,065$204.1K0.1%ETFLowRoseville, CA2026-10-20
Rainier Family Wealth Inc
4,021$201.9K0.1%GrowthLowTacoma, WA2026-11-02
Old National Bancorp
4,014$201.5K0.0%CoreLowEvansville, IN2026-10-20
Heck Capital Advisors, LLC
4,000$200.8K0.0%ETFMediumRhinelander, WI2026-10-14
Catalyst Private Wealth, LLC
4,000$200.8K0.1%ETFVery LowSan Mateo, CA2026-10-13
Algorithmic Investment Models, LLC
4,000$200.8K0.2%ETFHighBoston, MA2026-11-04
Vantage Investment Partners, LLC
3,992$200.4K0.0%CoreMediumKansas City, MO2026-10-27
Abound Wealth Management
3,990$200.3K0.0%ETFVery LowFranklin, TN2026-10-26
Bell Investment Advisors, Inc
3,813$191.5K0.0%ETFVery LowOrinda, CA2026-10-29
Trust Co of Toledo NA
3,250$163.2K0.0%GrowthVery LowHolland, OH2026-10-16
Arcadia Investment Advisors LLC
3,215$161.4K0.1%ETFLowEagle, ID2026-10-13
Hoese & Co LLP
3,211$161.2K0.1%ETFLowGlencoe, MN2026-10-21
Key Capital Management, Inc
3,197$160.5K0.1%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Westside Investment Management, Inc.
3,045$152.9K0.0%GrowthLowSanta Monica, CA2026-11-02
Planning Strategies Inc.
2,949$148.1K0.1%ETFN/ALancaster, PA2026-10-02
Blue Trust, Inc.
2,803$140.8K0.0%ETFLowBrentwood, TN2026-10-15
Morling Financial Advisors, LLC
2,801$140.6K0.0%ETFLowFremont, CA2026-10-28
Allspring Global Investments Holdings, LLC
2,752$138.6K0.0%CoreMediumCharlotte, NC2026-11-04
Strengthening Families & Communities, LLC
2,475$124.3K0.0%CoreMediumBoston, MA2026-10-21
Evermay Wealth Management LLC
2,463$123.7K0.0%ETFLowArlington, VA2026-11-05
POM Investment Strategies, LLC
2,448$122.9K0.1%ETFVery HighRaleigh, NC2026-10-20
Archer Investment Corp
2,405$120.8K0.0%CoreMediumCarmel, IN2026-11-05
1620 Investment Advisors, Inc.
2,382$119.6K0.1%ValueLowPlymouth, MA2026-11-04
EverSource Wealth Advisors, LLC
2,343$117.6K0.0%CoreMediumBirmingham, AL2026-11-04
MeadowBrook Investment Advisors LLC
2,270$111.7K0.1%CoreLowLivonia, MI2026-10-29
Capital Advisors, Ltd. LLC
2,209$1110.0%ETFLowShaker Heights, OH2026-10-27
Covestor Ltd
2,168$1090.0%ValueHighLondon, United Kingdom2026-10-30
Harbor Asset Planning, Inc.
2,141$107.5K0.1%ETFVery LowBelmont, MA2026-10-23
City Holding Co
1,990$99.9K0.0%CoreLowCharleston, WV2026-10-19
Pinnacle Wealth Planning Services, Inc.
1,972$99.0K0.0%GARPLowMansfield, OH2026-10-27
American Capital Advisory, LLC
1,900$95.4K0.0%ETFLowKetchum, ID2026-10-28
Balance Wealth Partners LLC
1,507$75.7K0.0%ETFMediumWorthington, OH2026-10-27
RMG Wealth Management LLC
1,267$62.4K0.0%ETFVery HighPlatteville, WI2026-10-26
Kingdom Financial Group Llc.
1,259$63.2K0.0%ETFMediumPeoria, AZ2026-11-04
Valley Wealth Managers, Inc.
1,231$61.8K0.0%GARPMediumParamus, NJ2026-10-09
Bare Financial Services, Inc
1,210$60.8K0.0%ETFVery LowGap, PA2026-11-04
Spire Wealth Management
1,195$60.0K0.0%GrowthMediumMclean, VA2026-10-30
Beacon Financial Strategies Corp
1,186$59.6K0.0%ETFVery LowRaleigh, NC2026-10-14
Foresight Capital Management Advisors, Inc.
1,172$58.8K0.0%CoreMediumSaline, MI2026-10-27
Provenance Wealth Advisors, LLC
1,155$58.0K0.0%ETFLowFort Lauderdale, FL2026-10-30
Cherry Tree Wealth Management, LLC
1,145$57.5K0.0%ETFVery LowMinnetonka, MN2026-10-15
Wealth Enhancement Trust Services, Inc.
1,047$52.6K0.0%GrowthMediumSioux Falls, SD2026-10-07
Hazlett, Burt & Watson, Inc.
1,040$520.0%CoreVery LowWheeling, WV2026-11-04
Stone House Investment Management, LLC
1,015$50.9K0.0%ETFMediumTunkhannock, PA2026-10-23
Investment Research & Advisory Group, Inc.
968$48.6K0.0%GrowthVery LowAtlanta, GA2026-10-19
Compass Wealth Management LLC
927$46.5K0.0%GARPLowGuilford, CT2026-10-22
Blueline Advisors LLC
922$46.3K0.0%ETFLowExeter, NH2026-10-15
WPG Advisers, LLC
886$44.5K0.0%CoreLowBaltimore, MD2026-10-27
Essential Partners LLC
874$43.9K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
MilWealth Group LLC
851$42.7K0.0%ETFVery LowMilwaukee, WI2026-11-02
Pension & Wealth Management Advisors, Inc.
839$42.2K0.0%ETFLowWaltham, MA2026-10-16
Marshall & Sterling Wealth Advisors Inc.
803$40.3K0.0%ETFMediumPoughkeepsie, NY2026-10-28
GK Wealth Management LLC
789$39.6K0.0%GARPVery HighReno, NV2026-10-09
Laurel Wealth Advisors LLC
746$37.5K0.0%CoreVery LowCharlotte, NC2026-10-27
IMG Wealth Management, Inc.
689$34.6K0.0%ETFMediumJacksonville, FL2026-10-27
TD Waterhouse Canada Inc.
649$32.4K0.0%CoreLowToronto, Australia2026-10-16
GGM Financial LLC
630$31.6K0.0%ETFMediumColumbus, OH2026-11-05
Lloyd Advisory Services, Llc.
630$31.6K0.0%ETFVery HighSuwanee, GA2026-11-02
Toth Financial Advisory Corp
544$27.3K0.0%CoreLowLeesburg, VA2026-10-08
StrongBox Wealth, LLC
512$25.7K0.0%GrowthLowLee'S Summit, MO2026-11-02
Ares Financial Consulting, LLC
511$25.6K0.0%CoreLowCalabasas, CA2026-10-19
Hanson & Doremus Investment Management
510$260.0%CoreVery LowBurlington, VT2026-10-16
Horizons Wealth Management
498$25.0K0.0%ETFLowAsheville, NC2026-10-05
Godsey & Gibb, Inc
455$22.8K0.0%CoreLowRichmond, VA2026-10-14
Rudd Co d/b/a Styre Wealth
445$21.9K0.0%ValueN/AFort Worth, TX2026-10-29
Portfolio Resources Advisor Group, Inc.
443$22.2K0.0%ETFMediumCoral Gables, FL2026-10-20
Tounjian Advisory Partners, LLC
441$22.2K0.0%GrowthHighFort Myers, FL2026-11-04
Davis Capital Management
404$20.3K0.0%CoreLowJacksonville, FL2026-10-08
Tower View Wealth Management LLC
401$20.1K0.0%MomentumMediumShorewood, WI2026-10-23
Silver Grove Financial Group, Inc.
377$19.0K0.0%CoreMediumOrchard Park, NY2026-11-05
Ascentis Independent Advisors
373$18.7K0.0%ETFLowDallas, TX2026-11-03
Tsfg, LLC
370$190.0%ETFLowLake Forest, IL2026-10-23
Arlington Trust Co LLC
354$17.8K0.0%ETFMediumBirmingham, AL2026-10-20
TFC Financial Management, Inc.
339$17.0K0.0%ETFVery LowBoston, MA2026-10-26
First Bancorp, Inc
325$16.3K0.0%ValueVery LowDamariscotta, ME2026-10-26
Bfsg, LLC
291$14.6K0.0%CoreLowIrvine, CA2026-10-30
Compass Financial Management LLC
275$13.8K0.0%CoreN/ATampa, FL2026-10-30
Pflug Koory, LLC
268$13.5K0.0%CoreVery LowOmaha, NE2026-10-26
MassMutual Private Wealth & Trust, FSB
259$13.0K0.0%CoreLowSpringfield, MA2026-10-05
Tower Trust & Investment Co
216$10.8K0.0%GrowthLowDavenport, IA2026-10-28
Beacon Investment Advisory Services, Inc.
216$10.8K0.0%GrowthLowMorristown, NJ2026-10-13
High Point Wealth Management, LLC
209$10.5K0.0%ETFLowChester, NJ2026-11-05
Next Level Wealth Planning, LLC
204$10.2K0.0%ETFVery LowMeridian, ID2026-10-29
Oakworth Capital, Inc.
192$9.6K0.0%ETFLowBirmingham, AL2026-10-26
Main Street Group, LTD
164$8.2K0.0%ETFMediumGlen Allen, VA2026-10-28
Mainstream Capital Management LLC
148$7.4K0.0%GrowthLowLos Angeles, CA2026-10-23
Networth Advisors, LLC
143$7.2K0.0%ETFMediumCanonsburg, PA2026-11-03
Maryland Capital Advisors Inc.
117$5.9K0.0%ETFVery LowChester, MD2026-10-15
Essential Investment Partners LLC
108$5.4K0.0%GrowthLowEnglewood, CO2026-10-27
Fiduciary Advisors, Inc.
103$5.2K0.0%ETFLowSt. Louis, MO2026-10-16
Spurstone Advisory Services, LLC
100$5.0K0.1%CoreLowHigganum, CT2026-11-02
Dhjj Financial Advisors, Ltd.
95$4.8K0.0%ETFVery LowNaperville, IL2026-10-23
Montag A & Associates Inc
91$4.6K0.0%CoreLowAtlanta, GA2026-10-29
Redwood Park Advisors LLC
80$4.0K0.0%ETFVery LowRedwood City, CA2026-11-02
Farmers & Merchants Trust Co of Chambersburg PA
75$40.0%GARPLowChambersburg, PA2026-10-14
Bullock Wealth Management Group
68$3.4K0.0%GrowthLowBloomington, IN2026-10-09
MTM Investment Management, LLC
62$3.1K0.0%CoreVery LowSpartanburg, SC2026-10-30
Carolina Wealth Advisors, LLC
52$2.6K0.0%YieldHighMyrtle Beach, SC2026-10-23
Tradewinds Capital Management, LLC
44$2.2K0.0%ETFVery HighBellingham, WA2026-10-23
Cullen T Bankers, Inc.
41$2.1K0.0%GrowthLowSan Antonio, TX2026-10-28
Murphy & Mullick Capital Management Corp
37$1.9K0.0%GrowthLowSmithtown, NY2026-11-02
Wealth Analytics Partners, LLC
26$1.3K0.0%ETFVery LowSan Diego, CA2026-10-19
City State Bank
24$1.2K0.0%GrowthVery LowNorwalk, IA2026-10-20
Hoey Investments, Inc
21$1.1K0.0%Agg GrowthLowCoatesville, PA2026-10-29
Signature Equity Partners, LLC
7$3510.0%GrowthMediumColumbus, OH2026-10-29
Ashurst Perkins Coie Trust Co
3$1500.0%CoreVery LowSeattle, WA2026-10-15
DecisionPoint Financial, LLC
2$1000.0%ETFVery LowMesa, AZ2026-10-27