IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

SS Spdr S&P 600 SC GR ETF (SLYG)

CUSIP: 78464A201 | NYSE | 1207 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Everhart Financial Group, Inc.567,965
3.7% of portfolio›$60.8M
Diversified Enterprises, LLC567,280
2.8% of portfolio›$60.7M
Rodgers & Associates, LTD397,087
4.0% of portfolio›$42.5M
Avantax Planning Partners, Inc.359,118
1.0% of portfolio›$38.4M
Krilogy Financial LLC343,061
1.0% of portfolio›$37.2M
GHP Investment Advisors, Inc.254,922
1.0% of portfolio›$27.3M
Aire Advisors, LLC235,690
4.1% of portfolio›$25.2M
OpenArc Corporate Advisory, LLC206,755
0.2% of portfolio›$22.1M
Klingman & Associates, LLC202,931
0.9% of portfolio›$21.7M
First National Trust Co202,173
0.7% of portfolio›$21.6M
Convergence Financial, LLC185,229
2.8% of portfolio›$19.8M
Victory Financial Group, LLC172,871
1.7% of portfolio›$18.5M
Commonwealth Equity Services, LLC151,528
0.0% of portfolio›$16.2M
Optimist Retirement Group LLC129,821
5.6% of portfolio›$13.9M
Marietta Wealth Management, LLC117,999
1.3% of portfolio›$12.5M
Shakespeare Wealth Management, LLC104,659
2.2% of portfolio›$11.2M
Rainey & Randall Wealth Advisors Inc.101,422
1.6% of portfolio›$10.8M
Csenge Advisory Group101,382
0.4% of portfolio›$10.8M
Mather Group, Llc.100,605
0.1% of portfolio›$10.8M
Wealth Enhancement Advisory Services, LLC99,498
0.0% of portfolio›$10.7M
BIP Wealth, LLC93,674
0.3% of portfolio›$10.0M
Cerro Pacific Wealth Advisors LLC81,330
1.9% of portfolio›$8.7M
HRC Wealth Management, LLC80,065
3.4% of portfolio›$8.6M
Key FInancial Inc77,835
1.4% of portfolio›$8.3M
Leslie Global Wealth, LLC76,994
3.0% of portfolio›$8.2M
Farther Finance Advisors, LLC75,654
0.1% of portfolio›$8.1M
KWB Wealth72,938
0.7% of portfolio›$7.8M
Leicht Financial Planning & Wealth Management, Inc.72,823
3.2% of portfolio›$7.8M
Wealthcare Advisory Partners LLC70,704
0.1% of portfolio›$7.6M
Fragasso Financial Advisors Inc66,969
0.4% of portfolio›$7.3M
New England Capital Financial Advisors LLC66,731
1.7% of portfolio›$7.1M
Grey Fox Wealth Advisors, LLC66,563
1.1% of portfolio›$7.1M
Eagle Strategies LLC65,738
0.7% of portfolio›$7.0M
Farmers & Merchants Trust Co of Chambersburg PA64,536
0.0% of portfolio›$6.9K
Cambridge Investment Research Advisors, Inc.63,690
0.0% of portfolio›$6.8K
Junk Investment Group, LLC60,408
2.7% of portfolio›$6.5M
Roberts Financial Services LLC59,634
1.9% of portfolio›$6.4M
Creative Planning59,533
0.0% of portfolio›$6.4M
Nvest Wealth Strategies, Inc.58,442
4.5% of portfolio›$6.3M
Truist Financial Corp57,909
0.0% of portfolio›$6.2M
Midwest Financial Group LLC56,407
2.0% of portfolio›$6.0M
Barrett & Company, Inc.54,615
1.6% of portfolio›$5.8M
Financial Security Advisor, Inc.52,671
0.9% of portfolio›$5.6M
Oppenheimer & Co Inc50,497
0.1% of portfolio›$5.4M
TME Financial, Inc.50,259
3.3% of portfolio›$5.4M
Marathon Mission, Inc.49,257
2.7% of portfolio›$5.3M
ERn Financial, LLC48,194
0.8% of portfolio›$5.2M
Gibbs Wealth Management47,866
0.5% of portfolio›$5.1M
Livet Wealth, LLC46,648
2.8% of portfolio›$5.0M
Assetmark, Inc46,485
0.0% of portfolio›$5.0M
Probity Advisors, Inc.45,720
0.7% of portfolio›$4.9M
Roan Capital Partners45,013
3.5% of portfolio›$4.8M
Signature Estate & Investment Advisors LLC45,009
0.1% of portfolio›$4.8M
Chicago Partners Investment Group LLC44,847
0.1% of portfolio›$4.8M
Kingswood Wealth Advisors, LLC44,828
0.2% of portfolio›$4.8M
Clarus Wealth Advisors43,826
1.7% of portfolio›$4.8M
Stevens Capital Partners37,561
0.7% of portfolio›$4.0M
Carolina Wealth Management Inc37,458
1.7% of portfolio›$4.0M
MCF Advisors LLC36,684
0.1% of portfolio›$3.9M
Sage Financial Group Inc35,636
0.2% of portfolio›$3.8M
True Blue Financial, LLC35,029
1.4% of portfolio›$3.7M
Portside Wealth Group, LLC34,878
0.4% of portfolio›$3.7M
Trilogy Capital Inc.31,767
0.1% of portfolio›$3.4M
Summit Wealth Group LLC / Co31,424
0.2% of portfolio›$3.4M
D.A. Davidson & Co.29,523
0.0% of portfolio›$3.2M
Parkside Financial Bank & Trust28,545
0.2% of portfolio›$3.1M
Whitegate Investment Counselors, Inc.27,903
0.9% of portfolio›$3.0M
GEN Financial Management, Inc.25,677
1.5% of portfolio›$2.7M
Forbes Financial Planning, Inc.25,254
1.5% of portfolio›$2.7M
Tempo Wealth, LLC24,223
0.3% of portfolio›$2.6M
Schear Investment Advisers, LLC24,223
0.3% of portfolio›$2.6M
Dynamic Financial Group23,662
1.8% of portfolio›$2.5M
Brookstone Capital Management23,492
0.0% of portfolio›$2.5M
Capital Square, LLC22,534
1.1% of portfolio›$2.4M
American Financial & TAX Strategies Inc22,416
1.1% of portfolio›$2.4M
Focus Financial Network, Inc.22,265
0.1% of portfolio›$2.4M
Friday Financial22,021
0.5% of portfolio›$2.4M
Waller Financial Planning Group, Inc21,559
0.5% of portfolio›$2.3M
Councilor Wealth, LLC20,729
0.9% of portfolio›$2.2M
Ignite Planners, LLC20,728
0.3% of portfolio›$2.2M
Droms Strauss Advisors Inc20,408
0.5% of portfolio›$2.2M
Flagship Harbor Advisors, LLC20,364
0.1% of portfolio›$2.2M
Advisor OS, LLC19,090
0.1% of portfolio›$2.0M
McAdam, LLC18,920
0.1% of portfolio›$2.0M
Fell Capital Management18,373
1.7% of portfolio›$2.0M
Triangle Securities Wealth Management17,764
0.4% of portfolio›$1.9M
Laurel OAK Wealth Management, LLC16,949
0.3% of portfolio›$1.8M
Perigon Wealth Management, LLC16,809
0.0% of portfolio›$1.8M
Solutions 4 Wealth, Ltd16,271
2.1% of portfolio›$1.7M
Kestra Advisory Services, LLC16,257
0.0% of portfolio›$1.7M
Twelve Points Wealth Management LLC16,103
0.3% of portfolio›$1.8M
RFG Advisory, LLC15,680
0.0% of portfolio›$1.7M
Courage Miller Partners, LLC15,643
0.4% of portfolio›$1.7M
Capital Squared Financial LLC13,935
1.0% of portfolio›$1.5M
Founders Financial Securities LLC13,830
0.1% of portfolio›$1.5M
Prime Capital Investment Advisors, LLC13,341
0.0% of portfolio›$1.4M
LTG Capital LLC13,311
1.0% of portfolio›$1.4M
Investors Research Corp13,224
0.2% of portfolio›$1.4M
Motive Wealth Advisors13,022
0.6% of portfolio›$1.4M
Willner & Heller, LLC12,680
0.9% of portfolio›$1.4M
Visionary Wealth Advisors11,470
0.0% of portfolio›$1.2M
Clear Retirement Advice LLC11,460
0.8% of portfolio›$1.2M
Bill Few Associates, Inc.11,434
0.3% of portfolio›$1.2M
YHB Investment Advisors, Inc.10,916
0.1% of portfolio›$1.2M
Private Trust Co NA10,828
0.1% of portfolio›$1.2M
Jnba Financial Advisors10,425
0.1% of portfolio›$1.1M
Diligent Investors, LLC10,035
0.2% of portfolio›$1.1M
Keeler & Nadler Financial Planning & Wealth Management9,747
0.3% of portfolio›$1.0M
MidAtlantic Capital Management, Inc.9,239
0.6% of portfolio›$988.2K
Salomon & Ludwin, LLC9,056
0.1% of portfolio›$968.7K
Apollon Wealth Management, LLC8,557
0.0% of portfolio›$915.4K
Connecticut Wealth Management, LLC8,523
0.0% of portfolio›$911.7K
Keystone Wealth Services, LLC8,518
0.2% of portfolio›$917.1K
CWA Asset Management Group, LLC8,377
0.0% of portfolio›$896.1K
Midwest Trust Co8,210
0.0% of portfolio›$878.2K
Citigroup Inc7,966
0.0% of portfolio›$852.1K
Tritonpoint Wealth, LLC7,347
0.1% of portfolio›$785.9K
Burney Co/7,316
0.0% of portfolio›$782.6K
Clear Creek Financial Management, LLC7,041
0.1% of portfolio›$753.2K
Intrua Financial, LLC6,914
0.1% of portfolio›$739.6K
LexAurum Advisors, LLC6,878
0.1% of portfolio›$735.8K
Equity Wealth Partners, LLC6,817
0.2% of portfolio›$729.3K
Diversified Investment Strategies, LLC6,747
0.5% of portfolio›$721.7K
Financial Network Wealth Advisors LLC6,595
0.7% of portfolio›$705.5K
AlphaCore Capital LLC6,259
0.0% of portfolio›$669.5K
Foster Victor Wealth Advisors, LLC6,133
0.0% of portfolio›$653.0K
Vise Technologies, Inc.6,131
0.0% of portfolio›$655.9K
Atlas Brown,Inc.5,948
0.2% of portfolio›$636.3K
Juncture Wealth Strategies, LLC5,830
0.2% of portfolio›$623.6K
Inspirion Wealth Advisors, LLC5,822
0.1% of portfolio›$622.8K
Walled Lake Planning & Wealth Management, LLC5,785
0.1% of portfolio›$618.8K
Asset Dedication, LLC5,748
0.0% of portfolio›$614.9K
Towerpoint Wealth, LLC5,491
0.2% of portfolio›$587.4K
First City Capital Management, Inc.5,485
0.3% of portfolio›$586.7K
Navigate Wealth Management, LLC5,458
0.4% of portfolio›$592.6K
Fairscale Capital, LLC5,372
0.3% of portfolio›$589.6K
Idaho Trust Co5,160
0.2% of portfolio›$551.9K
Orrstown Financial Services Inc5,085
0.1% of portfolio›$543.9K
Grant Private Wealth Management Inc4,740
0.2% of portfolio›$507.0K
Patriot Financial Group Insurance Agency, LLC4,636
0.0% of portfolio›$495.9K
Norden Group LLC4,619
0.0% of portfolio›$494.1K
CoreCap Advisors, LLC4,543
0.0% of portfolio›$486.0K
Capital Investment Advisory Services, LLC4,528
0.0% of portfolio›$484.3K
Comprehensive Financial Consultants Institutional, Inc.4,527
0.1% of portfolio›$484.3K
Fingerlakes Wealth Management, Inc.4,473
0.3% of portfolio›$478.4K
Avestar Capital, LLC4,436
0.0% of portfolio›$474.5K
AdvisorNet Financial, Inc4,329
0.0% of portfolio›$460.3K
Barden Capital Management, Inc.4,308
0.4% of portfolio›$460.8K
Allegiance Financial Group Advisory Services LLC4,238
0.1% of portfolio›$453.4K
Avior Wealth Management, LLC4,161
0.0% of portfolio›$445.1K
Stonebridge Wealth Management, LLC4,031
0.4% of portfolio›$431.2K
Diversify Wealth Management, LLC4,011
0.0% of portfolio›$431.2K
Diversify Advisory Services, LLC4,011
0.0% of portfolio›$431.2K
Total Clarity Wealth Management, Inc.4,010
0.1% of portfolio›$429.0K
Delta Capital Management LLC4,000
0.0% of portfolio›$428
First Heartland Consultants, Inc.3,920
0.0% of portfolio›$419.4K
HB Wealth Management, LLC3,919
0.0% of portfolio›$419.2K
WealthPlan Investment Management, LLC3,912
0.0% of portfolio›$418.5K
Koshinski Asset Management, Inc.3,753
0.0% of portfolio›$401.5K
Crescent Sterling, Ltd.3,607
0.3% of portfolio›$385.8K
Balefire, LLC3,542
0.1% of portfolio›$378.9K
Integrated Advisors Network LLC3,449
0.0% of portfolio›$369.0K
Meridian Financial Advisors, LLC3,386
0.2% of portfolio›$362.2K
Wealth Advisors Northwest LLC3,378
0.1% of portfolio›$361.3K
Destiny Capital Corp3,323
0.2% of portfolio›$355.5K
Valley Forge Investment Consultants Inc ADV3,305
0.1% of portfolio›$353.5K
Waldron Private Wealth LLC3,250
0.0% of portfolio›$347.7K
Sensible Money, LLC3,164
0.1% of portfolio›$338.5K
One Day In July LLC3,150
0.0% of portfolio›$337.0K
Third View Private Wealth, LLC3,120
0.0% of portfolio›$333.7K
HF Advisory Group, LLC3,014
0.1% of portfolio›$322.4K
Wrenne Financial Planning LLC2,989
0.1% of portfolio›$319.8K
Glenview Trust Co2,923
0.0% of portfolio›$312.7K
Independent Financial Group, LLC2,840
0.0% of portfolio›$303.8K
Orin Green Financial, LLC2,805
0.1% of portfolio›$300.1K
Verus Capital Partners, LLC2,791
0.0% of portfolio›$298.6K
Asset One Wealth Management LLC2,645
0.0% of portfolio›$282.9K
Concurrent Investment Advisors, LLC2,610
0.0% of portfolio›$279.2K
Elevation Point Wealth Partners, LLC2,590
0.0% of portfolio›$277.1K
Creative Financial Designs Inc2,569
0.0% of portfolio›$274.8K
Tucker Asset Management LLC2,552
0.1% of portfolio›$273.0K
4Wealth Advisors, Inc.2,541
0.2% of portfolio›$273.6K
Ackerman Capital Advisors, LLC2,526
0.1% of portfolio›$270.2K
Axxcess Wealth Management, LLC2,423
0.0% of portfolio›$259.2K
XY Planning Network, Inc.2,320
0.0% of portfolio›$248.2K
Foundation Wealth Management, Llc\pa2,288
0.1% of portfolio›$244.7K
Kestra Private Wealth Services, LLC2,282
0.0% of portfolio›$244.1K
Mascagni Wealth Management, Inc.2,263
0.1% of portfolio›$242.1K
Burns Matteson Capital Management, LLC2,251
0.1% of portfolio›$240.8K
Courier Capital LLC2,237
0.0% of portfolio›$239.3K
Glass Jacobson Investment Advisors llc2,224
0.1% of portfolio›$237.9K
Wedmont Private Capital2,147
0.0% of portfolio›$231.5K
Quartz Partners, LLC2,080
0.1% of portfolio›$222.5K
Altura Wealth Advisors Inc.2,057
0.1% of portfolio›$220.1K
Heartwood Wealth Advisors LLC1,983
0.0% of portfolio›$212.1K
Fort Washington Investment Advisors Inc1,964
0.0% of portfolio›$210.1K
Sigma Planning Corp1,954
0.0% of portfolio›$209.0K
Keybank National Association1,952
0.0% of portfolio›$208.8K
Montz Harcus Wealth Management LLC1,927
0.1% of portfolio›$206.1K
MY Wealth Management Inc.1,924
0.2% of portfolio›$205.8K
Journey Retirement Planning & Investment Management LLC1,904
0.1% of portfolio›$203.7K
Cassaday & Co Wealth Management LLC1,889
0.0% of portfolio›$202.1K
PFG Advisors1,885
0.0% of portfolio›$201.6K
CLG LLC1,878
0.0% of portfolio›$200.9K
First Horizon Corp1,822
0.0% of portfolio›$194.9K
Eastern Bank1,743
0.0% of portfolio›$186.4K
Lanark Financial, Inc.1,365
0.0% of portfolio›$146.0K
Financial Consulate, Inc1,329
0.0% of portfolio›$142.2K
Ashton Thomas Private Wealth, LLC1,248
0.0% of portfolio›$133.5K
Root Financial Partners, LLC1,231
0.0% of portfolio›$131.6K
James T. Borello RIA1,074
0.0% of portfolio›$114.9K
Signaturefd, LLC1,025
0.0% of portfolio›$109.6K
Kroeger Financial Partners935
0.1% of portfolio›$100.0K
Financial Perspectives, Inc868
0.0% of portfolio›$92.9K
Sage Mountain Advisors LLC835
0.0% of portfolio›$89.3K
Cranbrook Wealth Management, LLC763
0.0% of portfolio›$81.6K
Dhjj Financial Advisors, Ltd.728
0.0% of portfolio›$77.9K
Gen-Wealth Partners Inc617
0.0% of portfolio›$66.0K
Golden State Wealth Management, LLC568
0.0% of portfolio›$60.8K
Plante Moran Financial Advisors, LLC482
0.0% of portfolio›$51.6K
IMG Wealth Management, Inc.462
0.0% of portfolio›$49.4K
Vima LLC420
0.0% of portfolio›$45.0K
Strategic Advocates LLC374
0.2% of portfolio›$40.0K
Tsfg, LLC368
0.0% of portfolio›$39
Westside Investment Management, Inc.360
0.0% of portfolio›$38.5K
EverSource Wealth Advisors, LLC354
0.0% of portfolio›$37.9K
Laurel Wealth Advisors LLC323
0.0% of portfolio›$34.6K
IFP Advisors, Inc318
0.0% of portfolio›$34.0K
Spire Wealth Management311
0.0% of portfolio›$33.3K
Monetary Solutions, Ltd306
0.0% of portfolio›$32.7K
Pension & Wealth Management Advisors, Inc.270
0.0% of portfolio›$29.0K
United Community Bank246
0.0% of portfolio›$26.3K
Allspring Global Investments Holdings, LLC235
0.0% of portfolio›$25.7K
Simplex Trading, LLC234
0.0% of portfolio›$25.0K
NorthAvenue LLC233
0.0% of portfolio›$24.9K
GK Wealth Management LLC208
0.0% of portfolio›$22.2K
Center for Financial Planning, Inc.181
0.0% of portfolio›$19.4K
Adirondack Trust Co174
0.0% of portfolio›$18.6K
DecisionPoint Financial, LLC151
0.0% of portfolio›$16.2K
Latitude Advisors, LLC145
0.0% of portfolio›$15.5K
Clean Yield Group140
0.0% of portfolio›$15.0K
Provenance Wealth Advisors, LLC133
0.0% of portfolio›$14.2K
Murphy & Mullick Capital Management Corp125
0.0% of portfolio›$13.4K
Cherry Tree Wealth Management, LLC118
0.0% of portfolio›$12.6K
Elevated Capital Advisors, LLC99
0.0% of portfolio›$10.6K
Phillips Financial Management, LLC96
0.0% of portfolio›$10.3K
Harbor Asset Planning, Inc.92
0.0% of portfolio›$9.8K
Ulland Investment Advisors, LLC90
0.0% of portfolio›$10
Noble Wealth Management PBC87
0.0% of portfolio›$9.3K
Quest 10 Wealth Builders, Inc.82
0.0% of portfolio›$8.8K
Quaker Wealth Management, LLC76
0.0% of portfolio›$8.1K
Kozak & Associates, Inc.66
0.0% of portfolio›$7.2K
Hager Investment Management Services, LLC60
0.0% of portfolio›$6.4K
Pinnacle Wealth Planning Services, Inc.58
0.0% of portfolio›$6.2K
Tradewinds Capital Management, LLC56
0.0% of portfolio›$6.0K
Reap Financial Group, LLC55
0.0% of portfolio›$5.9K
Trust Co of Vermont53
0.0% of portfolio›$5.7K
Blue Trust, Inc.45
0.0% of portfolio›$4.8K
Go Invest LLC39
0.0% of portfolio›$4.2K
Foster Dykema Cabot & Partners, LLC32
0.0% of portfolio›$3.4K
Fairway Wealth LLC31
0.0% of portfolio›$3.3K
Buck Wealth Strategies, LLC29
0.0% of portfolio›$3.1K
Pittenger & Anderson Inc26
0.0% of portfolio›$2.8K
RMG Wealth Management LLC25
0.0% of portfolio›$2.7K
Lodestone Wealth Management LLC21
0.0% of portfolio›$2.2K
Smallwood Wealth Investment Management, LLC20
0.0% of portfolio›$2.1K
Heritage Family Offices, LLP18
0.0% of portfolio›$1.9K
Central Pacific Bank - Trust Division12
0.0% of portfolio›$1.3K
Morling Financial Advisors, LLC11
0.0% of portfolio›$1.2K
Valley National Advisers Inc9
0.0% of portfolio›$963
Abound Wealth Management9
0.0% of portfolio›$965
Wolff Wiese Magana LLC9
0.0% of portfolio›$963
Wilmington Savings Fund Society, FSB9
0.0% of portfolio›$963
Investment Research & Advisory Group, Inc.9
0.0% of portfolio›$963
Spurstone Advisory Services, LLC4
0.0% of portfolio›$430
Carota Wealth Management3
0.0% of portfolio›$321
StyleTurnoverLocationFiled
Everhart Financial Group, Inc.
567,965$60.8M3.7%ETFLowDublin, OH2026-10-08
Diversified Enterprises, LLC
567,280$60.7M2.8%ETFVery LowWilmington, DE2026-10-19
Rodgers & Associates, LTD
397,087$42.5M4.0%ETFVery LowLancaster, PA2026-10-20
Avantax Planning Partners, Inc.
359,118$38.4M1.0%ETFLowDubuque, IA2026-11-03
Krilogy Financial LLC
343,061$37.2M1.0%GrowthLowSt. Louis, MO2026-10-13
GHP Investment Advisors, Inc.
254,922$27.3M1.0%CoreVery LowDenver, CO2026-10-15
Aire Advisors, LLC
235,690$25.2M4.1%ETFVery LowBeverly Hills, CA2026-10-22
OpenArc Corporate Advisory, LLC
206,755$22.1M0.2%GrowthLowAtlanta, GA2026-10-21
Klingman & Associates, LLC
202,931$21.7M0.9%ETFVery LowNew York, NY2026-10-20
First National Trust Co
202,173$21.6M0.7%GrowthLowJohnstown, PA2026-10-28
Convergence Financial, LLC
185,229$19.8M2.8%ETFMediumColumbia, MO2026-10-27
Victory Financial Group, LLC
172,871$18.5M1.7%ETFLowAustin, TX2026-10-27
Commonwealth Equity Services, LLC
151,528$16.2M0.0%ETFLowWaltham, MA2026-11-02
Optimist Retirement Group LLC
129,821$13.9M5.6%ValueLowBellevue, WA2026-10-30
Marietta Wealth Management, LLC
117,999$12.5M1.3%GrowthLowMarietta, GA2026-10-22
Shakespeare Wealth Management, LLC
104,659$11.2M2.2%ETFMediumPewaukee, WI2026-10-28
Rainey & Randall Wealth Advisors Inc.
101,422$10.8M1.6%ETFVery LowCelebration, FL2026-10-26
Csenge Advisory Group
101,382$10.8M0.4%ETFMediumClearwater, FL2026-11-04
Mather Group, Llc.
100,605$10.8M0.1%ETFMediumChicago, IL2026-10-14
Wealth Enhancement Advisory Services, LLC
99,498$10.7M0.0%CoreLowPlymouth, MN2026-10-13
BIP Wealth, LLC
93,674$10.0M0.3%ETFMediumAtlanta, GA2026-10-22
Cerro Pacific Wealth Advisors LLC
81,330$8.7M1.9%GrowthLowSan Luis Obispo, CA2026-10-22
HRC Wealth Management, LLC
80,065$8.6M3.4%ETFVery LowMoscow, ID2026-10-16
Key FInancial Inc
77,835$8.3M1.4%ETFLowWest Chester, PA2026-11-02
Leslie Global Wealth, LLC
76,994$8.2M3.0%ETFLowItasca, IL2026-10-26
Farther Finance Advisors, LLC
75,654$8.1M0.1%IndexLowSan Francisco, CA2026-10-08
KWB Wealth
72,938$7.8M0.7%ETFMediumRedlands, CA2026-10-16
Leicht Financial Planning & Wealth Management, Inc.
72,823$7.8M3.2%ETFLowParsippany, NJ2026-11-03
Wealthcare Advisory Partners LLC
70,704$7.6M0.1%ETFLowWest Chester, PA2026-10-21
Fragasso Financial Advisors Inc
66,969$7.3M0.4%ETFLowSewickley, PA2026-10-13
New England Capital Financial Advisors LLC
66,731$7.1M1.7%ETFLowMeriden, CT2026-11-03
Grey Fox Wealth Advisors, LLC
66,563$7.1M1.1%ETFLowRockland, DE2026-11-03
Eagle Strategies LLC
65,738$7.0M0.7%ETFLowNew York, NY2026-10-16
Farmers & Merchants Trust Co of Chambersburg PA
64,536$6.9K0.0%GARPLowChambersburg, PA2026-10-14
Cambridge Investment Research Advisors, Inc.
63,690$6.8K0.0%ETFLowFairfield, IA2026-11-02
Junk Investment Group, LLC
60,408$6.5M2.7%ETFVery LowHunt Valley, MD2026-10-19
Roberts Financial Services LLC
59,634$6.4M1.9%ETFLowMarquette, MI2026-10-23
Creative Planning
59,533$6.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Nvest Wealth Strategies, Inc.
58,442$6.3M4.5%ETFVery LowPowell, OH2026-10-14
Truist Financial Corp
57,909$6.2M0.0%CoreLowCharlotte, NC2026-10-30
Midwest Financial Group LLC
56,407$6.0M2.0%ETFLowOverland Park, KS2026-10-15
Barrett & Company, Inc.
54,615$5.8M1.6%ETFLowProvidence, RI2026-10-22
Financial Security Advisor, Inc.
52,671$5.6M0.9%CoreLowVirginia Beach, VA2026-11-03
Oppenheimer & Co Inc
50,497$5.4M0.1%CoreLowNew York, NY2026-10-26
TME Financial, Inc.
50,259$5.4M3.3%ETFMediumHuntington Beach, CA2026-10-14
Marathon Mission, Inc.
49,257$5.3M2.7%ETFVery LowAlbany, NY2026-10-01
ERn Financial, LLC
48,194$5.2M0.8%ETFVery LowMiddleton, WI2026-10-28
Gibbs Wealth Management
47,866$5.1M0.5%CoreLowAlpharetta, GA2026-10-22
Livet Wealth, LLC
46,648$5.0M2.8%ETFLowSpanish Fork, UT2026-10-27
Assetmark, Inc
46,485$5.0M0.0%ETFLowConcord, CA2026-10-21
Probity Advisors, Inc.
45,720$4.9M0.7%ETFLowDallas, TX2026-10-23
Roan Capital Partners
45,013$4.8M3.5%ETFMediumJohnson City, TN2026-10-09
Signature Estate & Investment Advisors LLC
45,009$4.8M0.1%ETFMediumLos Angeles, CA2026-10-13
Chicago Partners Investment Group LLC
44,847$4.8M0.1%GARPLowChicago, IL2026-10-27
Kingswood Wealth Advisors, LLC
44,828$4.8M0.2%GrowthLowSan Diego, CA2026-10-23
Clarus Wealth Advisors
43,826$4.8M1.7%ETFMediumPeoria, AZ2026-10-13
Stevens Capital Partners
37,561$4.0M0.7%ETFVery LowOmaha, NE2026-10-29
Carolina Wealth Management Inc
37,458$4.0M1.7%ETFN/AGreenville, NC2026-10-29
MCF Advisors LLC
36,684$3.9M0.1%ETFLowLexington, KY2026-10-28
Sage Financial Group Inc
35,636$3.8M0.2%ETFVery LowW. Conshohocken, PA2026-10-27
True Blue Financial, LLC
35,029$3.7M1.4%ETFLowStevensville, MI2026-10-15
Portside Wealth Group, LLC
34,878$3.7M0.4%CoreMediumProvo, UT2026-10-20
Trilogy Capital Inc.
31,767$3.4M0.1%ETFMediumIrvine, CA2026-10-20
Summit Wealth Group LLC / Co
31,424$3.4M0.2%ETFHighColorado Springs, CO2026-10-29
D.A. Davidson & Co.
29,523$3.2M0.0%CoreLowGreat Falls, MT2026-10-28
Parkside Financial Bank & Trust
28,545$3.1M0.2%CoreVery LowSaint Louis, MO2026-10-27
Whitegate Investment Counselors, Inc.
27,903$3.0M0.9%ETFVery LowConcord, NH2026-11-02
GEN Financial Management, Inc.
25,677$2.7M1.5%ETFLowPlymouth, MN2026-10-13
Forbes Financial Planning, Inc.
25,254$2.7M1.5%ETFLowEast Greenwich, RI2026-10-23
Tempo Wealth, LLC
24,223$2.6M0.3%Agg GrowthLowIndependence, OH2026-10-14
Schear Investment Advisers, LLC
24,223$2.6M0.3%Agg GrowthMediumCincinnati, OH2026-10-14
Dynamic Financial Group
23,662$2.5M1.8%ETFLowCedar Falls, IA2026-10-28
Brookstone Capital Management
23,492$2.5M0.0%ETFMediumWheaton, IL2026-10-22
Capital Square, LLC
22,534$2.4M1.1%YieldMediumAthens, TN2026-10-19
American Financial & TAX Strategies Inc
22,416$2.4M1.1%ETFVery LowNew York, NY2026-10-16
Focus Financial Network, Inc.
22,265$2.4M0.1%ETFLowMinneapolis, MN2026-10-14
Friday Financial
22,021$2.4M0.5%ETFVery LowDubuque, IA2026-10-09
Waller Financial Planning Group, Inc
21,559$2.3M0.5%ETFMediumColumbus, OH2026-10-07
Councilor Wealth, LLC
20,729$2.2M0.9%ETFLowBethesda, MD2026-10-09
Ignite Planners, LLC
20,728$2.2M0.3%CoreLowSan Clemente, CA2026-10-14
Droms Strauss Advisors Inc
20,408$2.2M0.5%ETFLowSt. Louis, MO2026-11-03
Flagship Harbor Advisors, LLC
20,364$2.2M0.1%ETFMediumBoston, MA2026-10-26
Advisor OS, LLC
19,090$2.0M0.1%ETFMediumChicago, IL2026-11-03
McAdam, LLC
18,920$2.0M0.1%ETFLowPhiladelphia, PA2026-10-21
Fell Capital Management
18,373$2.0M1.7%CoreLowNewport Beach, CA2026-10-09
Triangle Securities Wealth Management
17,764$1.9M0.4%CoreLowRaleigh, NC2026-10-14
Laurel OAK Wealth Management, LLC
16,949$1.8M0.3%GrowthLowMarlton, NJ2026-10-19
Perigon Wealth Management, LLC
16,809$1.8M0.0%GrowthLowSan Francisco, CA2026-10-22
Solutions 4 Wealth, Ltd
16,271$1.7M2.1%ETFMediumSouthlake, TX2026-11-03
Kestra Advisory Services, LLC
16,257$1.7M0.0%CoreLowAustin, TX2026-11-02
Twelve Points Wealth Management LLC
16,103$1.8M0.3%ETFMediumConcord, MA2026-11-03
RFG Advisory, LLC
15,680$1.7M0.0%ETFMediumBirmingham, AL2026-11-03
Courage Miller Partners, LLC
15,643$1.7M0.4%ETFVery LowNorfolk, VA2026-10-21
Capital Squared Financial LLC
13,935$1.5M1.0%ETFVery LowRockville, MD2026-10-30
Founders Financial Securities LLC
13,830$1.5M0.1%ETFMediumTowson, MD2026-10-28
Prime Capital Investment Advisors, LLC
13,341$1.4M0.0%ETFLowOverland Park, KS2026-10-20
LTG Capital LLC
13,311$1.4M1.0%ETFLowFramingham, MA2026-11-04
Investors Research Corp
13,224$1.4M0.2%ETFLowAtlanta, GA2026-10-07
Motive Wealth Advisors
13,022$1.4M0.6%ETFVery LowBirmingham, MI2026-10-26
Willner & Heller, LLC
12,680$1.4M0.9%GrowthLowEncino, CA2026-10-28
Visionary Wealth Advisors
11,470$1.2M0.0%ETFLowO'Fallon, IL2026-11-04
Clear Retirement Advice LLC
11,460$1.2M0.8%ETFVery LowSan Mateo, CA2026-10-22
Bill Few Associates, Inc.
11,434$1.2M0.3%CoreVery LowSewickley, PA2026-10-09
YHB Investment Advisors, Inc.
10,916$1.2M0.1%GrowthLowWest Hartford, CT2026-10-08
Private Trust Co NA
10,828$1.2M0.1%CoreLowCleveland, OH2026-10-20
Jnba Financial Advisors
10,425$1.1M0.1%ETFMediumBloomington, MN2026-11-03
Diligent Investors, LLC
10,035$1.1M0.2%CoreLowRedlands, CA2026-10-21
Keeler & Nadler Financial Planning & Wealth Management
9,747$1.0M0.3%ETFLowDublin, OH2026-10-28
MidAtlantic Capital Management, Inc.
9,239$988.2K0.6%ETFVery LowRichmond, VA2026-11-05
Salomon & Ludwin, LLC
9,056$968.7K0.1%ETFVery LowRichmond, VA2026-10-29
Apollon Wealth Management, LLC
8,557$915.4K0.0%GrowthLowMount Pleasant, SC2026-10-23
Connecticut Wealth Management, LLC
8,523$911.7K0.0%ETFLowFarmington, CT2026-10-13
Keystone Wealth Services, LLC
8,518$917.1K0.2%ETFHighPalm Desert, CA2026-11-03
CWA Asset Management Group, LLC
8,377$896.1K0.0%CoreMediumNaples, FL2026-10-19
Midwest Trust Co
8,210$878.2K0.0%CoreLowOverland Park, KS2026-10-22
Citigroup Inc
7,966$852.1K0.0%CoreMediumNew York, NY2026-11-04
Tritonpoint Wealth, LLC
7,347$785.9K0.1%CoreLowChevy Chase, MD2026-10-19
Burney Co/
7,316$782.6K0.0%GARPMediumReston, VA2026-10-15
Clear Creek Financial Management, LLC
7,041$753.2K0.1%ETFMediumSilverdale, WA2026-10-28
Intrua Financial, LLC
6,914$739.6K0.1%ETFMediumHouston, TX2026-10-28
LexAurum Advisors, LLC
6,878$735.8K0.1%ETFLowOverland Park, KS2026-10-19
Equity Wealth Partners, LLC
6,817$729.3K0.2%ETFVery LowIndependence, MO2026-10-26
Diversified Investment Strategies, LLC
6,747$721.7K0.5%ValueLowBaton Rouge, LA2026-10-28
Financial Network Wealth Advisors LLC
6,595$705.5K0.7%ETFLowMurray, UT2026-10-28
AlphaCore Capital LLC
6,259$669.5K0.0%ETFLowLa Jolla, CA2026-11-04
Foster Victor Wealth Advisors, LLC
6,133$653.0K0.0%CoreMediumGreenville, SC2026-10-21
Vise Technologies, Inc.
6,131$655.9K0.0%IndexLowNew York, NY2026-10-29
Atlas Brown,Inc.
5,948$636.3K0.2%GrowthLowLouisville, KY2026-10-09
Juncture Wealth Strategies, LLC
5,830$623.6K0.2%ETFLowScottsdale, AZ2026-10-06
Inspirion Wealth Advisors, LLC
5,822$622.8K0.1%ETFMediumLibertyville, IL2026-10-09
Walled Lake Planning & Wealth Management, LLC
5,785$618.8K0.1%ETFLowHighland Park, IL2026-10-29
Asset Dedication, LLC
5,748$614.9K0.0%ETFLowSan Francisco, CA2026-11-03
Towerpoint Wealth, LLC
5,491$587.4K0.2%ETFLowSacramento, CA2026-10-13
First City Capital Management, Inc.
5,485$586.7K0.3%CoreLowSavannah, GA2026-10-27
Navigate Wealth Management, LLC
5,458$592.6K0.4%ETFLowBirmingham, AL2026-10-14
Fairscale Capital, LLC
5,372$589.6K0.3%GrowthVery LowNashua, NH2026-11-04
Idaho Trust Co
5,160$551.9K0.2%ETFLowBoise, ID2026-11-04
Orrstown Financial Services Inc
5,085$543.9K0.1%ETFLowHarrisburg, PA2026-10-14
Grant Private Wealth Management Inc
4,740$507.0K0.2%GrowthMediumPleasanton, CA2026-10-19
Patriot Financial Group Insurance Agency, LLC
4,636$495.9K0.0%GrowthLowWalpole, MA2026-10-14
Norden Group LLC
4,619$494.1K0.0%GrowthMediumProvo, UT2026-10-20
CoreCap Advisors, LLC
4,543$486.0K0.0%ETFMediumSouthfield, MI2026-10-08
Capital Investment Advisory Services, LLC
4,528$484.3K0.0%CoreMediumRaleigh, NC2026-10-30
Comprehensive Financial Consultants Institutional, Inc.
4,527$484.3K0.1%CoreMediumBloomington, IN2026-10-15
Fingerlakes Wealth Management, Inc.
4,473$478.4K0.3%ETFVery LowIthaca, NY2026-11-04
Avestar Capital, LLC
4,436$474.5K0.0%GrowthLowNew York, NY2026-10-28
AdvisorNet Financial, Inc
4,329$460.3K0.0%ETFLowMinnetonka, MN2026-10-15
Barden Capital Management, Inc.
4,308$460.8K0.4%GrowthLowAustin, TX2026-10-09
Allegiance Financial Group Advisory Services LLC
4,238$453.4K0.1%ETFLowVienna, VA2026-11-02
Avior Wealth Management, LLC
4,161$445.1K0.0%ETFMediumOmaha, NE2026-10-13
Stonebridge Wealth Management, LLC
4,031$431.2K0.4%ETFLowOak Brook, IL2026-10-09
Diversify Wealth Management, LLC
4,011$431.2K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
4,011$431.2K0.0%GrowthLowSandy, UT2026-10-20
Total Clarity Wealth Management, Inc.
4,010$429.0K0.1%ETFMediumSt. Charles, IL2026-10-26
Delta Capital Management LLC
4,000$4280.0%CoreLowRed Bank, NJ2026-10-16
First Heartland Consultants, Inc.
3,920$419.4K0.0%ETFMediumLake St. Louis, MO2026-10-08
HB Wealth Management, LLC
3,919$419.2K0.0%IndexVery LowAtlanta, GA2026-10-23
WealthPlan Investment Management, LLC
3,912$418.5K0.0%GrowthMediumOmaha, NE2026-10-15
Koshinski Asset Management, Inc.
3,753$401.5K0.0%ETFLowDecatur, IL2026-10-29
Crescent Sterling, Ltd.
3,607$385.8K0.3%CoreLowMetairie, LA2026-10-16
Balefire, LLC
3,542$378.9K0.1%ETFMediumDallas, TX2026-10-09
Integrated Advisors Network LLC
3,449$369.0K0.0%GrowthMediumDallas, TX2026-10-20
Meridian Financial Advisors, LLC
3,386$362.2K0.2%ETFVery LowHolliston, MA2026-10-14
Wealth Advisors Northwest LLC
3,378$361.3K0.1%ETFLowPortland, OR2026-10-29
Destiny Capital Corp
3,323$355.5K0.2%ETFVery LowDenver, CO2026-11-03
Valley Forge Investment Consultants Inc ADV
3,305$353.5K0.1%ETFVery LowAudubon, PA2026-11-03
Waldron Private Wealth LLC
3,250$347.7K0.0%ETFVery LowBridgeville, PA2026-11-02
Sensible Money, LLC
3,164$338.5K0.1%ETFVery LowScottsdale, AZ2026-10-20
One Day In July LLC
3,150$337.0K0.0%ETFVery LowBurlington, VT2026-10-30
Third View Private Wealth, LLC
3,120$333.7K0.0%GrowthLowWestport, CT2026-10-30
HF Advisory Group, LLC
3,014$322.4K0.1%ValueLowAnnapolis, MD2026-10-09
Wrenne Financial Planning LLC
2,989$319.8K0.1%ETFVery LowLexington, KY2026-10-30
Glenview Trust Co
2,923$312.7K0.0%GrowthVery LowLouisville, KY2026-10-28
Independent Financial Group, LLC
2,840$303.8K0.0%GrowthLowSan Diego, CA2026-10-13
Orin Green Financial, LLC
2,805$300.1K0.1%ETFVery LowSan Diego, CA2026-10-19
Verus Capital Partners, LLC
2,791$298.6K0.0%GrowthLowScottsdale, AZ2026-11-03
Asset One Wealth Management LLC
2,645$282.9K0.0%GrowthLowBellevue, WA2026-11-02
Concurrent Investment Advisors, LLC
2,610$279.2K0.0%GrowthMediumTampa, FL2026-10-16
Elevation Point Wealth Partners, LLC
2,590$277.1K0.0%CoreHighDenver, CO2026-11-05
Creative Financial Designs Inc
2,569$274.8K0.0%ETFMediumKokomo, IN2026-11-04
Tucker Asset Management LLC
2,552$273.0K0.1%ETFMediumLittleton, CO2026-10-29
4Wealth Advisors, Inc.
2,541$273.6K0.2%ETFMediumBurr Ridge, IL2026-10-13
Ackerman Capital Advisors, LLC
2,526$270.2K0.1%ETFLowDallas, TX2026-10-30
Axxcess Wealth Management, LLC
2,423$259.2K0.0%CoreLowCarlsbad, CA2026-10-21
XY Planning Network, Inc.
2,320$248.2K0.0%ETFLowBozeman, MT2026-10-14
Foundation Wealth Management, Llc\pa
2,288$244.7K0.1%ETFLowMedia, PA2026-10-14
Kestra Private Wealth Services, LLC
2,282$244.1K0.0%GrowthLowAustin, TX2026-10-30
Mascagni Wealth Management, Inc.
2,263$242.1K0.1%ETFLowClinton, MS2026-10-23
Burns Matteson Capital Management, LLC
2,251$240.8K0.1%CoreMediumCorning, NY2026-10-16
Courier Capital LLC
2,237$239.3K0.0%ETFLowBuffalo, NY2026-10-19
Glass Jacobson Investment Advisors llc
2,224$237.9K0.1%ETFLowOwings Mills, MD2026-10-26
Wedmont Private Capital
2,147$231.5K0.0%IndexVery LowWest Chester, PA2026-10-09
Quartz Partners, LLC
2,080$222.5K0.1%GARPMediumSaratoga Springs, NY2026-11-03
Altura Wealth Advisors Inc.
2,057$220.1K0.1%GrowthLowSanta Clara, CA2026-10-22
Heartwood Wealth Advisors LLC
1,983$212.1K0.0%ETFLowRichmond, VA2026-10-05
Fort Washington Investment Advisors Inc
1,964$210.1K0.0%CoreLowCincinnati, OH2026-10-15
Sigma Planning Corp
1,954$209.0K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Keybank National Association
1,952$208.8K0.0%CoreLowBrooklyn, OH2026-11-04
Montz Harcus Wealth Management LLC
1,927$206.1K0.1%ETFVery LowNew Orleans, LA2026-10-09
MY Wealth Management Inc.
1,924$205.8K0.2%ETFVery HighGermantown, MD2026-10-21
Journey Retirement Planning & Investment Management LLC
1,904$203.7K0.1%CoreLowAmmon, ID2026-10-09
Cassaday & Co Wealth Management LLC
1,889$202.1K0.0%ETFVery LowMclean, VA2026-10-27
PFG Advisors
1,885$201.6K0.0%ETFMediumPhoenix, AZ2026-10-16
CLG LLC
1,878$200.9K0.0%ETFMediumLong Beach, CA2026-10-13
First Horizon Corp
1,822$194.9K0.0%CoreLowMemphis, TN2026-10-26
Eastern Bank
1,743$186.4K0.0%GrowthMediumBoston, MA2026-10-05
Lanark Financial, Inc.
1,365$146.0K0.0%CoreMediumBirmingham, AL2026-10-26
Financial Consulate, Inc
1,329$142.2K0.0%ETFLowHunt Valley, MD2026-10-23
Ashton Thomas Private Wealth, LLC
1,248$133.5K0.0%CoreMediumScottsdale, AZ2026-11-03
Root Financial Partners, LLC
1,231$131.6K0.0%ETFMediumEncinitas, CA2026-10-21
James T. Borello RIA
1,074$114.9K0.0%ETFVery LowEast Dundee, IL2026-10-16
Signaturefd, LLC
1,025$109.6K0.0%IndexLowAtlanta, GA2026-10-23
Kroeger Financial Partners
935$100.0K0.1%ETFN/AGrass Valley, CA2026-10-19
Financial Perspectives, Inc
868$92.9K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Sage Mountain Advisors LLC
835$89.3K0.0%ETFLowAtlanta, GA2026-11-02
Cranbrook Wealth Management, LLC
763$81.6K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
Dhjj Financial Advisors, Ltd.
728$77.9K0.0%ETFVery LowNaperville, IL2026-10-23
Gen-Wealth Partners Inc
617$66.0K0.0%CoreLowZeeland, MI2026-11-04
Golden State Wealth Management, LLC
568$60.8K0.0%ETFMediumSanta Ana, CA2026-11-02
Plante Moran Financial Advisors, LLC
482$51.6K0.0%ETFVery LowSouthfield, MI2026-11-04
IMG Wealth Management, Inc.
462$49.4K0.0%ETFMediumJacksonville, FL2026-10-27
Vima LLC
420$45.0K0.0%CoreLowTroy, MI2026-10-23
Strategic Advocates LLC
374$40.0K0.2%GrowthLowSacramento, CA2026-11-03
Tsfg, LLC
368$390.0%ETFLowLake Forest, IL2026-10-23
Westside Investment Management, Inc.
360$38.5K0.0%GrowthLowSanta Monica, CA2026-11-02
EverSource Wealth Advisors, LLC
354$37.9K0.0%CoreMediumBirmingham, AL2026-11-04
Laurel Wealth Advisors LLC
323$34.6K0.0%CoreVery LowCharlotte, NC2026-10-27
IFP Advisors, Inc
318$34.0K0.0%GrowthLowTampa, FL2026-10-16
Spire Wealth Management
311$33.3K0.0%GrowthMediumMclean, VA2026-10-30
Monetary Solutions, Ltd
306$32.7K0.0%ETFVery LowDayton, OH2026-10-22
Pension & Wealth Management Advisors, Inc.
270$29.0K0.0%ETFLowWaltham, MA2026-10-16
United Community Bank
246$26.3K0.0%CoreLowGreenville, SC2026-10-28
Allspring Global Investments Holdings, LLC
235$25.7K0.0%CoreMediumCharlotte, NC2026-11-04
Simplex Trading, LLC
234$25.0K0.0%CoreVery HighChicago, IL2026-11-04
NorthAvenue LLC
233$24.9K0.0%ETFVery LowColumbus, OH2026-10-29
GK Wealth Management LLC
208$22.2K0.0%GARPVery HighReno, NV2026-10-09
Center for Financial Planning, Inc.
181$19.4K0.0%ETFLowSouthfied, MI2026-10-26
Adirondack Trust Co
174$18.6K0.0%GrowthLowSaratoga Springs, NY2026-10-14
DecisionPoint Financial, LLC
151$16.2K0.0%ETFVery LowMesa, AZ2026-10-27
Latitude Advisors, LLC
145$15.5K0.0%ETFLowYorkville, IL2026-10-27
Clean Yield Group
140$15.0K0.0%CoreLowNorwich, VT2026-10-28
Provenance Wealth Advisors, LLC
133$14.2K0.0%ETFLowFort Lauderdale, FL2026-10-30
Murphy & Mullick Capital Management Corp
125$13.4K0.0%GrowthLowSmithtown, NY2026-11-02
Cherry Tree Wealth Management, LLC
118$12.6K0.0%ETFVery LowMinnetonka, MN2026-10-15
Elevated Capital Advisors, LLC
99$10.6K0.0%ETFMediumSandy, UT2026-11-04
Phillips Financial Management, LLC
96$10.3K0.0%ETFVery LowFort Wayne, IN2026-10-19
Harbor Asset Planning, Inc.
92$9.8K0.0%ETFVery LowBelmont, MA2026-10-23
Ulland Investment Advisors, LLC
90$100.0%GrowthVery LowMinneapolis, MN2026-10-13
Noble Wealth Management PBC
87$9.3K0.0%YieldMediumGreenwood Village, CO2026-10-01
Quest 10 Wealth Builders, Inc.
82$8.8K0.0%ETFLowFuquay-Varina, VA2026-11-02
Quaker Wealth Management, LLC
76$8.1K0.0%ETFMediumMoorestown, NJ2026-10-22
Kozak & Associates, Inc.
66$7.2K0.0%ETFLowHighlands Ranch, CO2026-10-29
Hager Investment Management Services, LLC
60$6.4K0.0%GrowthMediumNew London, NH2026-11-04
Pinnacle Wealth Planning Services, Inc.
58$6.2K0.0%GARPLowMansfield, OH2026-10-27
Tradewinds Capital Management, LLC
56$6.0K0.0%ETFVery HighBellingham, WA2026-10-23
Reap Financial Group, LLC
55$5.9K0.0%ETFLowAustin, TX2026-11-02
Trust Co of Vermont
53$5.7K0.0%CoreVery LowBrattleboro, VT2026-10-21
Blue Trust, Inc.
45$4.8K0.0%ETFLowBrentwood, TN2026-10-15
Go Invest LLC
39$4.2K0.0%ETFN/AWest Jordan, UT2026-10-09
Foster Dykema Cabot & Partners, LLC
32$3.4K0.0%GrowthLowWaltham, MA2026-10-30
Fairway Wealth LLC
31$3.3K0.0%ETFLowIndependence, OH2026-10-30
Buck Wealth Strategies, LLC
29$3.1K0.0%ValueMediumDenver, CO2026-10-28
Pittenger & Anderson Inc
26$2.8K0.0%CoreLowLincoln, NE2026-11-02
RMG Wealth Management LLC
25$2.7K0.0%ETFVery HighPlatteville, WI2026-10-26
Lodestone Wealth Management LLC
21$2.2K0.0%CoreLowSpokane, WA2026-10-14
Smallwood Wealth Investment Management, LLC
20$2.1K0.0%ETFVery LowRed Bank, NJ2026-10-30
Heritage Family Offices, LLP
18$1.9K0.0%GrowthHighScottsdale, AZ2026-11-02
Central Pacific Bank - Trust Division
12$1.3K0.0%CoreMediumHonolulu, HI2026-10-06
Morling Financial Advisors, LLC
11$1.2K0.0%ETFLowFremont, CA2026-10-28
Valley National Advisers Inc
9$9630.0%ETFLowBethlehem, PA2026-10-23
Abound Wealth Management
9$9650.0%ETFVery LowFranklin, TN2026-10-26
Wolff Wiese Magana LLC
9$9630.0%GrowthLowCarslbad, CA2026-10-15
Wilmington Savings Fund Society, FSB
9$9630.0%CoreLowWilmington, DE2026-10-23
Investment Research & Advisory Group, Inc.
9$9630.0%GrowthVery LowAtlanta, GA2026-10-19
Spurstone Advisory Services, LLC
4$4300.0%CoreLowHigganum, CT2026-11-02
Carota Wealth Management
3$3210.0%CoreHighThompsons Station, TN2026-11-03