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SS Spdr S&P 600 SC VAL ETF (SLYV)

CUSIP: 78464A300 | NYSE | 1358 institutional holders

Quarters

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

Cannon Financial Strategists, Inc.986,992
11.4% of portfolio›$100.8M
Creative Planning326,508
0.0% of portfolio›$33.4M
Goelzer Investment Management, Inc.317,704
1.4% of portfolio›$32.5M
Rodgers & Associates, LTD316,635
3.1% of portfolio›$32.3M
Fragasso Financial Advisors Inc305,992
1.6% of portfolio›$31.5M
Dean, Jacobson Financial Services, LLC287,493
16.2% of portfolio›$29.4M
Klingman & Associates, LLC278,792
1.2% of portfolio›$28.5M
Brandywine OAK Private Wealth LLC277,278
2.1% of portfolio›$28.3M
Evensky & Katz LLC246,399
0.0% of portfolio›$25.2K
One Day In July LLC227,601
1.6% of portfolio›$23.2M
Wrenne Financial Planning LLC218,606
7.4% of portfolio›$22.3M
Canandaigua National Bank & Trust Co217,243
1.9% of portfolio›$22.2M
First National Trust Co211,320
0.7% of portfolio›$21.6M
OpenArc Corporate Advisory, LLC201,299
0.2% of portfolio›$20.6M
Convergence Financial, LLC193,757
2.8% of portfolio›$19.8M
Wealth Enhancement Advisory Services, LLC189,936
0.0% of portfolio›$19.4M
GHP Investment Advisors, Inc.186,468
0.7% of portfolio›$19.0M
Commonwealth Equity Services, LLC182,052
0.0% of portfolio›$18.6M
Key FInancial Inc175,583
2.9% of portfolio›$17.9M
Avantax Planning Partners, Inc.149,857
0.4% of portfolio›$15.3M
Sage Financial Group Inc148,648
0.8% of portfolio›$15.2M
Optimist Retirement Group LLC134,347
5.6% of portfolio›$13.7M
Stevens Capital Partners131,057
2.3% of portfolio›$13.4M
Triangle Securities Wealth Management120,780
2.4% of portfolio›$12.3M
Symphony Financial, Ltd. Co.115,139
1.1% of portfolio›$11.8M
BIP Wealth, LLC110,972
0.3% of portfolio›$11.3M
Cambridge Investment Research Advisors, Inc.107,104
0.0% of portfolio›$10.9K
Asset Dedication, LLC105,961
0.7% of portfolio›$10.8M
Lpwm LLC100,347
2.2% of portfolio›$10.3M
Farther Finance Advisors, LLC100,342
0.1% of portfolio›$10.2M
Modera Wealth Management, LLC87,411
0.1% of portfolio›$8.9M
Diversified Enterprises, LLC87,046
0.4% of portfolio›$8.9M
Trilogy Capital Inc.85,178
0.3% of portfolio›$8.7M
Mather Group, Llc.82,431
0.1% of portfolio›$8.4M
Arnold Financial Planning LLC81,370
5.7% of portfolio›$8.3M
Leicht Financial Planning & Wealth Management, Inc.77,627
3.3% of portfolio›$7.9M
KWB Wealth69,424
0.6% of portfolio›$7.1M
Cambridge Financial Group, LLC68,669
2.4% of portfolio›$7.5M
Farmers & Merchants Trust Co of Chambersburg PA68,117
0.0% of portfolio›$7.0K
Avior Wealth Management, LLC64,489
0.2% of portfolio›$6.6M
Moneco Advisors, LLC64,086
0.4% of portfolio›$6.5M
Aire Advisors, LLC62,453
1.0% of portfolio›$6.4M
Northwest Wealth Management, LLC60,021
0.8% of portfolio›$6.1M
Roberts Financial Services LLC58,534
1.8% of portfolio›$6.0M
Marathon Mission, Inc.54,707
2.8% of portfolio›$5.6M
Probity Advisors, Inc.54,519
0.8% of portfolio›$5.6M
Midwest Trust Co53,103
0.1% of portfolio›$5.4M
Hamilton Capital, LLC52,744
0.3% of portfolio›$5.4M
Salomon & Ludwin, LLC49,706
0.4% of portfolio›$5.1M
Signature Estate & Investment Advisors LLC49,458
0.1% of portfolio›$5.1M
New Hampshire Trust46,224
0.9% of portfolio›$4.7M
Chicago Partners Investment Group LLC42,978
0.1% of portfolio›$4.5M
Truist Financial Corp39,862
0.0% of portfolio›$4.1M
Councilor Wealth, LLC38,054
1.6% of portfolio›$3.9M
Bailard, Inc.37,823
0.1% of portfolio›$3.9M
True Blue Financial, LLC36,968
1.4% of portfolio›$3.8M
Krilogy Financial LLC36,369
0.1% of portfolio›$3.7M
Paragon Capital Management Ltd34,892
0.7% of portfolio›$3.6M
Carolina Wealth Management Inc34,787
1.5% of portfolio›$3.6M
Quartz Partners, LLC34,731
1.1% of portfolio›$3.5M
Junk Investment Group, LLC33,238
1.4% of portfolio›$3.4M
Larson Financial Group LLC31,803
0.1% of portfolio›$3.2M
Financial Guidance Group, Inc.31,381
1.1% of portfolio›$3.2M
Meredith Wealth Planning30,660
0.8% of portfolio›$3.1M
Friday Financial29,238
0.6% of portfolio›$3.0M
Kingswood Wealth Advisors, LLC28,156
0.1% of portfolio›$2.9M
Collective Family Office LLC27,553
0.6% of portfolio›$2.8M
Marotta Asset Management27,243
0.5% of portfolio›$2.8M
Livet Wealth, LLC27,018
1.5% of portfolio›$2.8M
McMill Wealth Management26,504
0.6% of portfolio›$2.7M
Kestra Advisory Services, LLC26,406
0.0% of portfolio›$2.7M
Canandaigua National Trust Co of Florida26,369
1.5% of portfolio›$2.7M
Fell Capital Management26,212
2.3% of portfolio›$2.7M
Nvest Wealth Strategies, Inc.25,639
1.9% of portfolio›$2.6M
Fifth Third Securities, Inc.25,526
0.1% of portfolio›$2.6M
Waller Financial Planning Group, Inc24,981
0.5% of portfolio›$2.6M
Parkside Financial Bank & Trust24,406
0.2% of portfolio›$2.5M
Brookstone Capital Management23,970
0.0% of portfolio›$2.4M
Flagship Harbor Advisors, LLC22,507
0.1% of portfolio›$2.3M
Keeler & Nadler Financial Planning & Wealth Management22,324
0.6% of portfolio›$2.3M
Leslie Global Wealth, LLC22,080
0.8% of portfolio›$2.3M
Eclectic Associates Inc21,190
0.2% of portfolio›$2.2M
Focus Financial Network, Inc.21,147
0.1% of portfolio›$2.2M
Bill Few Associates, Inc.21,119
0.4% of portfolio›$2.2M
Kassira Wealth Management LLC20,904
1.7% of portfolio›$2.1M
Brady Martz Wealth Solutions, LLC20,756
0.3% of portfolio›$2.1M
Simon Quick Advisors, LLC20,049
0.1% of portfolio›$2.0M
Diversify Wealth Management, LLC19,817
0.0% of portfolio›$2.0M
Diversify Advisory Services, LLC19,817
0.0% of portfolio›$2.0M
Sensible Money, LLC19,602
0.5% of portfolio›$2.0M
Ignite Planners, LLC19,528
0.3% of portfolio›$2.0M
Grey Fox Wealth Advisors, LLC19,395
0.3% of portfolio›$2.0M
Trueblood Wealth Management, LLC18,960
0.7% of portfolio›$1.9M
Melone Private Wealth, LLC18,570
0.7% of portfolio›$1.9M
Oppenheimer & Co Inc18,238
0.0% of portfolio›$1.9M
Opus Capital Group, LLC18,200
0.0% of portfolio›$1.9K
Perigon Wealth Management, LLC18,061
0.0% of portfolio›$1.8M
MCF Advisors LLC18,028
0.1% of portfolio›$1.8M
Foundation Wealth Management, Llc\pa17,770
0.6% of portfolio›$1.8M
Financial Synergies Wealth Advisors, Inc.17,364
0.1% of portfolio›$1.8M
Courage Miller Partners, LLC17,297
0.5% of portfolio›$1.8M
Blue Capital, Inc.17,258
1.1% of portfolio›$1.8M
Inspirion Wealth Advisors, LLC17,073
0.2% of portfolio›$1.7M
McAdam, LLC16,740
0.1% of portfolio›$1.7M
Phillip James Consulting Co.16,633
1.1% of portfolio›$1.7M
CoreCap Advisors, LLC16,518
0.0% of portfolio›$1.7M
Avant Financial Advisors LLC15,682
1.0% of portfolio›$1.6M
LTG Capital LLC15,560
1.1% of portfolio›$1.6M
Summit Wealth Group LLC / Co15,234
0.1% of portfolio›$1.6M
ERn Financial, LLC14,880
0.2% of portfolio›$1.5M
Altfest L J & Co Inc14,877
0.2% of portfolio›$1.5M
Firestone Capital Management14,787
0.3% of portfolio›$1.5M
Founders Grove Wealth Partners, LLC14,470
0.3% of portfolio›$1.5M
Assetmark, Inc14,447
0.0% of portfolio›$1.5M
AlphaStar Capital Management, LLC14,194
0.1% of portfolio›$1.4M
Meridian Financial Advisors, LLC14,007
0.7% of portfolio›$1.4M
Liberty Capital Management, Inc.14,000
0.2% of portfolio›$1.4M
Kendall Capital Management13,996
0.2% of portfolio›$1.4M
Motive Wealth Advisors13,734
0.6% of portfolio›$1.4M
Invera Wealth Advisors, LLC13,701
0.7% of portfolio›$1.4M
Acorn Financial Advisory Services Inc13,335
0.2% of portfolio›$1.4M
Kelly Financial Group LLC12,683
0.3% of portfolio›$1.3M
Occidental Asset Management, LLC12,634
0.1% of portfolio›$1.3M
Moisand Fitzgerald Tamayo, LLC12,524
0.1% of portfolio›$1.3M
Hardin Capital Partners, LLC12,068
0.6% of portfolio›$1.2M
MidAtlantic Capital Management, Inc.11,964
0.7% of portfolio›$1.2M
American Financial & TAX Strategies Inc11,890
0.6% of portfolio›$1.2M
Connecticut Wealth Management, LLC11,728
0.0% of portfolio›$1.2M
J.W. Cole Advisors, Inc.11,393
0.0% of portfolio›$1.2M
Capital Squared Financial LLC11,246
0.7% of portfolio›$1.1M
Private Trust Co NA11,057
0.1% of portfolio›$1.1M
Inman Jager Wealth Management, LLC11,005
0.6% of portfolio›$1.1M
Private Wealth Management Group, LLC10,228
0.2% of portfolio›$1.0M
Diligent Investors, LLC10,066
0.2% of portfolio›$1.0M
Facet Wealth, Inc.9,788
0.0% of portfolio›$999.8K
4Wealth Advisors, Inc.9,589
0.7% of portfolio›$985.3K
Portside Wealth Group, LLC9,555
0.1% of portfolio›$976.0K
Fiduciary Alliance LLC9,477
0.1% of portfolio›$968.1K
Balance Wealth Partners LLC9,412
0.2% of portfolio›$961.4K
Highland Financial Advisors, LLC9,157
0.2% of portfolio›$935.4K
Vise Technologies, Inc.9,050
0.0% of portfolio›$924.4K
Everhart Financial Group, Inc.8,666
0.1% of portfolio›$885.3K
Carter Financial Group, Inc.8,533
0.4% of portfolio›$871.7K
RFG Advisory, LLC8,394
0.0% of portfolio›$857.4K
GFS Advisors, LLC8,107
0.1% of portfolio›$828.0K
Concurrent Investment Advisors, LLC8,104
0.0% of portfolio›$827.8K
Clear Retirement Advice LLC7,993
0.5% of portfolio›$816.5K
Park Avenue Securities LLC7,950
0.0% of portfolio›$812
Burney Co/7,929
0.0% of portfolio›$810.0K
Visionary Wealth Advisors7,917
0.0% of portfolio›$808.7K
Diversified Investment Strategies, LLC7,876
0.5% of portfolio›$804.5K
Yankcom Partnership7,800
0.3% of portfolio›$796.8K
Independent Financial Group, LLC7,776
0.0% of portfolio›$794.4K
Valley Wealth Managers, Inc.7,668
0.0% of portfolio›$783.2K
Atlas Brown,Inc.7,547
0.2% of portfolio›$770.9K
Taylor & Morgan Wealth Management, LLC7,232
0.4% of portfolio›$738.7K
LexAurum Advisors, LLC7,217
0.1% of portfolio›$737.3K
Montz Harcus Wealth Management LLC7,152
0.3% of portfolio›$730.6K
Lodestar Private Asset Management LLC7,036
0.1% of portfolio›$718.7K
Root Financial Partners, LLC6,816
0.0% of portfolio›$696.3K
Insight Advisors, LLC/ PA6,697
0.1% of portfolio›$684.1K
Accredited Investors Inc.6,689
0.0% of portfolio›$683.2K
Vestia Personal Wealth Advisors6,589
0.3% of portfolio›$673.0K
CogentBlue Wealth Advisors, LLC6,386
0.6% of portfolio›$652.3K
US Bancorp \de\6,292
0.0% of portfolio›$642.7K
SeaCrest Wealth Management, LLC6,199
0.1% of portfolio›$633.2K
Gibbs Wealth Management6,197
0.1% of portfolio›$633.0K
CWA Asset Management Group, LLC5,985
0.0% of portfolio›$611.3K
Fairscale Capital, LLC5,603
0.3% of portfolio›$593.6K
Duncker Streett & Co Inc5,551
0.1% of portfolio›$567.0K
Jnba Financial Advisors5,546
0.0% of portfolio›$566.5K
CIBC Asset Management Inc5,454
0.0% of portfolio›$557.1K
Glenview Trust Co5,426
0.0% of portfolio›$554.3K
Cornerstone Wealth Management, LLC5,390
0.0% of portfolio›$550.6K
Wealthcare Advisory Partners LLC5,373
0.0% of portfolio›$548.9K
Weinberger Asset Management, Inc5,314
0.2% of portfolio›$542.9K
Compass Ion Advisors, LLC5,230
0.0% of portfolio›$534.3K
HB Wealth Management, LLC5,038
0.0% of portfolio›$514.7K
Compound Planning, Inc.5,035
0.0% of portfolio›$514.4K
Intrua Financial, LLC4,963
0.0% of portfolio›$507.0K
Comprehensive Financial Consultants Institutional, Inc.4,928
0.1% of portfolio›$503.4K
Addis & Hill, Inc4,899
0.3% of portfolio›$534.5K
SilverOak Wealth Management LLC4,829
0.1% of portfolio›$493.3K
New England Capital Financial Advisors LLC4,737
0.1% of portfolio›$483.8K
Apeiron RIA LLC4,725
0.1% of portfolio›$486.7K
CGN Advisors LLC4,684
0.0% of portfolio›$478.4K
Anson Capital, Inc.4,633
0.3% of portfolio›$473.3K
Choreo, LLC4,560
0.0% of portfolio›$465.8K
Redwood Park Advisors LLC4,538
0.3% of portfolio›$463.5K
Tranquility Partners, LLC4,415
0.2% of portfolio›$451.0K
HUB Investment Partners, LLC4,406
0.0% of portfolio›$450.0K
Equita Financial Network, Inc.4,333
0.1% of portfolio›$442.7K
Novem Group4,332
0.0% of portfolio›$442.5K
Total Clarity Wealth Management, Inc.4,327
0.1% of portfolio›$442.0K
WealthPlan Investment Management, LLC4,308
0.0% of portfolio›$440.1K
Petersen Hastings Wealth Advisors Inc.4,306
0.0% of portfolio›$439.9K
Market Street Wealth Management Advisors LLC4,208
0.1% of portfolio›$429.8K
Waldron Private Wealth LLC4,149
0.0% of portfolio›$423.8K
Marquette Asset Management, LLC4,148
0.1% of portfolio›$423.7K
Financial Enhancement Group LLC4,146
0.0% of portfolio›$426.5K
Richwood Investment Advisors, LLC4,021
0.3% of portfolio›$410.7K
Tempo Wealth, LLC4,018
0.1% of portfolio›$410.5K
Schear Investment Advisers, LLC4,018
0.1% of portfolio›$410.5K
Meridian Wealth Management, LLC4,006
0.0% of portfolio›$409.2K
Wealth Advisors Northwest LLC3,965
0.1% of portfolio›$405.0K
CPC Advisors, LLC3,932
0.1% of portfolio›$401.7K
Crescent Sterling, Ltd.3,920
0.3% of portfolio›$400.4K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management3,818
0.0% of portfolio›$390.0K
Sigma Planning Corp3,700
0.0% of portfolio›$378.0K
Wealth Management Nebraska3,676
0.0% of portfolio›$375.5K
Intelligence Driven Advisers, LLC3,659
0.1% of portfolio›$373.8K
G2 Capital Management, LLC / OH3,647
0.1% of portfolio›$372.5K
Seed Wealth Management, Inc.3,580
0.2% of portfolio›$365.7K
Financial Network Wealth Advisors LLC3,537
0.4% of portfolio›$361.3K
Equity Wealth Partners, LLC3,460
0.1% of portfolio›$353.5K
Valeo Financial Advisors, LLC3,411
0.0% of portfolio›$350.0K
Creekside Partners3,347
0.1% of portfolio›$341.9K
Morton Brown Family Wealth, LLC3,315
0.1% of portfolio›$338.6K
Amicus Financial Advisors, LLC3,304
0.1% of portfolio›$337.5K
Third View Private Wealth, LLC3,280
0.0% of portfolio›$335.1K
Narus Financial Partners, LLC3,250
0.1% of portfolio›$332.0K
Willner & Heller, LLC3,240
0.2% of portfolio›$331.0K
Snider Financial Group3,227
0.1% of portfolio›$329.6K
Dynamic Advisor Solutions LLC3,189
0.0% of portfolio›$325.7K
Howard Financial Services, Ltd.3,186
0.0% of portfolio›$325.4K
XY Planning Network, Inc.3,171
0.0% of portfolio›$323.9K
Elevation Point Wealth Partners, LLC3,150
0.0% of portfolio›$321.8K
Pacifica Partners Inc.3,134
0.1% of portfolio›$322.8K
Armbruster Capital Management, Inc.3,038
0.0% of portfolio›$310.3K
626 Financial, LLC2,965
0.1% of portfolio›$302.9K
StoneX Group Inc.2,917
0.0% of portfolio›$307.8K
Nestegg Advisors, Inc.2,908
0.2% of portfolio›$297.1K
Allodium Investment Consultants, LLC2,908
0.1% of portfolio›$297.1K
Center for Financial Planning, Inc.2,866
0.0% of portfolio›$292.8K
Associated Banc-Corp2,857
0.0% of portfolio›$291.8K
Eastern Bank2,847
0.0% of portfolio›$290.8K
Burns Matteson Capital Management, LLC2,827
0.1% of portfolio›$288.8K
Sherman Wealth Management LLC2,734
0.2% of portfolio›$279.2K
Courier Capital LLC2,691
0.0% of portfolio›$274.8K
Cornerstone Planning, LLC2,687
0.1% of portfolio›$287.2K
Sheets Smith Wealth Management2,684
0.0% of portfolio›$274.1K
Paradigm, Strategies in Wealth Management, LLC2,676
0.2% of portfolio›$273.4K
Verus Capital Partners, LLC2,671
0.0% of portfolio›$272.8K
Sovran Advisors, LLC2,600
0.0% of portfolio›$277.7K
JIM Saulnier & Associates, LLC2,559
0.1% of portfolio›$261.4K
Balefire, LLC2,535
0.0% of portfolio›$259.0K
Orin Green Financial, LLC2,489
0.1% of portfolio›$254.3K
Landmark Wealth Management, LLC2,465
0.1% of portfolio›$251.8K
Foster Group, Inc.2,451
0.0% of portfolio›$250.4K
Capital Investment Advisors, LLC2,439
0.0% of portfolio›$249.1K
Forvis Mazars Wealth Advisors, LLC2,438
0.0% of portfolio›$249.0K
Prime Capital Investment Advisors, LLC2,364
0.0% of portfolio›$241.5K
Trust Co of Vermont2,313
0.0% of portfolio›$236.3K
Retirement Financial Solutions, LLC2,279
0.1% of portfolio›$232.8K
Pinnacle Bancorp, Inc.2,263
0.1% of portfolio›$231.1K
Concord Wealth Partners2,239
0.0% of portfolio›$228.8K
Koshinski Asset Management, Inc.2,235
0.0% of portfolio›$228.3K
Ballentine Capital Advisors, Inc2,232
0.1% of portfolio›$228.0K
Cathy Pareto & Associates, Inc2,227
0.1% of portfolio›$227.6K
SAX Wealth Advisors, LLC2,182
0.0% of portfolio›$222.9K
Csenge Advisory Group2,159
0.0% of portfolio›$220.6K
Evermay Wealth Management LLC2,155
0.0% of portfolio›$220.1K
Norden Group LLC2,110
0.0% of portfolio›$215.5K
Plancorp, LLC2,079
0.0% of portfolio›$220.2K
NorthCrest Asset Manangement, LLC2,029
0.0% of portfolio›$209.6K
Delta Capital Management LLC2,000
0.0% of portfolio›$204
NorthAvenue LLC1,917
0.1% of portfolio›$195.8K
Creative Financial Designs Inc1,733
0.0% of portfolio›$177.0K
Abound Wealth Management1,493
0.0% of portfolio›$152.5K
Wilmington Savings Fund Society, FSB1,435
0.0% of portfolio›$146.6K
Glass Jacobson Investment Advisors llc1,382
0.0% of portfolio›$141.1K
Capital Investment Advisory Services, LLC1,366
0.0% of portfolio›$139.5K
Centerpoint Advisors, LLC1,309
0.0% of portfolio›$134
Physician Wealth Advisors, Inc.1,306
0.0% of portfolio›$133.4K
Tradewinds Capital Management, LLC1,218
0.0% of portfolio›$124.4K
Kennebec Savings Bank1,094
0.1% of portfolio›$111.8K
Grey Ledge Advisors, LLC1,036
0.0% of portfolio›$105.9K
Ashton Thomas Private Wealth, LLC1,020
0.0% of portfolio›$104.1K
CX Institutional1,000
0.0% of portfolio›$102
KFG LLC997
0.1% of portfolio›$101.8K
Wealth Enhancement Trust Services, Inc.961
0.0% of portfolio›$98.2K
Creative Capital Management Investments LLC916
0.0% of portfolio›$93.6K
Maseco LLP885
0.0% of portfolio›$90.4K
Cranbrook Wealth Management, LLC808
0.0% of portfolio›$82.5K
RMG Wealth Management LLC675
0.0% of portfolio›$70.6K
IFP Advisors, Inc657
0.0% of portfolio›$67.1K
Sage Mountain Advisors LLC565
0.0% of portfolio›$57.7K
James T. Borello RIA514
0.0% of portfolio›$52.5K
Ashton Thomas Securities, LLC480
0.0% of portfolio›$49.0K
Register Financial Advisors LLC446
0.0% of portfolio›$45.5K
Laurel Wealth Advisors LLC410
0.0% of portfolio›$41.9K
Clark Wealth Partners384
0.0% of portfolio›$39.3K
Westside Investment Management, Inc.357
0.0% of portfolio›$36.5K
Lanark Financial, Inc.291
0.0% of portfolio›$29.7K
Versant Capital Management, Inc288
0.0% of portfolio›$29.4K
Spire Wealth Management278
0.0% of portfolio›$28.4K
Lodestone Wealth Management LLC265
0.0% of portfolio›$27.0K
McCarley & Cook Financial Planners218
0.0% of portfolio›$22.3K
Allspring Global Investments Holdings, LLC205
0.0% of portfolio›$21.3K
Princeton Global Asset Management LLC189
0.0% of portfolio›$19.3K
GK Wealth Management LLC185
0.0% of portfolio›$19.0K
Dhjj Financial Advisors, Ltd.178
0.0% of portfolio›$18.2K
Murphy & Mullick Capital Management Corp171
0.0% of portfolio›$17.5K
Trust Co of Toledo NA158
0.0% of portfolio›$16.1K
Rossby Financial, LCC158
0.0% of portfolio›$16.1K
Plante Moran Financial Advisors, LLC151
0.0% of portfolio›$15.4K
Bullock Wealth Management Group149
0.0% of portfolio›$15.4K
DecisionPoint Financial, LLC147
0.0% of portfolio›$15.1K
Financial Consulate, Inc132
0.0% of portfolio›$13.5K
Davis Capital Management120
0.0% of portfolio›$12.3K
Kozak & Associates, Inc.118
0.0% of portfolio›$12.4K
Cherry Tree Wealth Management, LLC115
0.0% of portfolio›$11.7K
Hughes Financial Services, LLC114
0.0% of portfolio›$12.2K
MJT & Associates Financial Advisory Group, Inc.99
0.0% of portfolio›$10.1K
Hanson & Doremus Investment Management95
0.0% of portfolio›$10
MTM Investment Management, LLC95
0.0% of portfolio›$9.7K
First Community Trust NA94
0.0% of portfolio›$9.6K
Silver Grove Financial Group, Inc.88
0.0% of portfolio›$9.0K
Signaturefd, LLC76
0.0% of portfolio›$7.8K
Cape Investment Advisory, Inc.70
0.0% of portfolio›$7.2K
Valley National Advisers Inc62
0.0% of portfolio›$6.3K
Tompkins Financial Corp61
0.0% of portfolio›$6.2K
Phillips Financial Management, LLC56
0.0% of portfolio›$5.7K
Barrett & Company, Inc.56
0.0% of portfolio›$5.7K
Reap Financial Group, LLC54
0.0% of portfolio›$5.5K
Blue Trust, Inc.52
0.0% of portfolio›$5.3K
Tower View Wealth Management LLC50
0.0% of portfolio›$5.1K
Costello Asset Management, Inc46
0.0% of portfolio›$4.7K
EverSource Wealth Advisors, LLC41
0.0% of portfolio›$4.2K
Provenance Wealth Advisors, LLC40
0.0% of portfolio›$4.1K
Gamma Investing LLC40
0.0% of portfolio›$4.1K
Latitude Advisors, LLC37
0.0% of portfolio›$3.8K
Contravisory Investment Management, Inc.23
0.0% of portfolio›$2.3K
AlphaCore Capital LLC21
0.0% of portfolio›$2.1K
Maryland Capital Advisors Inc.20
0.0% of portfolio›$2.0K
Cassaday & Co Wealth Management LLC17
0.0% of portfolio›$1.7K
Hurley Capital, LLC13
0.0% of portfolio›$1.4K
Morling Financial Advisors, LLC12
0.0% of portfolio›$1.2K
Main Street Group, LTD11
0.0% of portfolio›$1.2K
Wealth Analytics Partners, LLC10
0.0% of portfolio›$1.0K
Golden State Wealth Management, LLC9
0.0% of portfolio›$919
Buck Wealth Strategies, LLC8
0.0% of portfolio›$847
Armstrong Advisory Group, Inc7
0.0% of portfolio›$716
Networth Advisors, LLC2
0.0% of portfolio›$206
Citigroup Inc1
0.0% of portfolio›$102
StyleTurnoverLocationFiled
Cannon Financial Strategists, Inc.
986,992$100.8M11.4%ETFVery LowAthens, GA2026-10-19
Creative Planning
326,508$33.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Goelzer Investment Management, Inc.
317,704$32.5M1.4%GrowthLowCarmel, IN2026-10-16
Rodgers & Associates, LTD
316,635$32.3M3.1%ETFVery LowLancaster, PA2026-10-20
Fragasso Financial Advisors Inc
305,992$31.5M1.6%ETFLowSewickley, PA2026-10-13
Dean, Jacobson Financial Services, LLC
287,493$29.4M16.2%ETFLowFort Worth, TX2026-10-29
Klingman & Associates, LLC
278,792$28.5M1.2%ETFVery LowNew York, NY2026-10-20
Brandywine OAK Private Wealth LLC
277,278$28.3M2.1%ETFVery LowKennett Square, PA2026-10-23
Evensky & Katz LLC
246,399$25.2K0.0%ETFVery LowCoral Gables, FL2026-10-27
One Day In July LLC
227,601$23.2M1.6%ETFVery LowBurlington, VT2026-10-30
Wrenne Financial Planning LLC
218,606$22.3M7.4%ETFVery LowLexington, KY2026-10-30
Canandaigua National Bank & Trust Co
217,243$22.2M1.9%CoreVery LowCanandaigua, NY2026-10-07
First National Trust Co
211,320$21.6M0.7%GrowthLowJohnstown, PA2026-10-28
OpenArc Corporate Advisory, LLC
201,299$20.6M0.2%GrowthLowAtlanta, GA2026-10-21
Convergence Financial, LLC
193,757$19.8M2.8%ETFMediumColumbia, MO2026-10-27
Wealth Enhancement Advisory Services, LLC
189,936$19.4M0.0%CoreLowPlymouth, MN2026-10-13
GHP Investment Advisors, Inc.
186,468$19.0M0.7%CoreVery LowDenver, CO2026-10-15
Commonwealth Equity Services, LLC
182,052$18.6M0.0%ETFLowWaltham, MA2026-11-02
Key FInancial Inc
175,583$17.9M2.9%ETFLowWest Chester, PA2026-11-02
Avantax Planning Partners, Inc.
149,857$15.3M0.4%ETFLowDubuque, IA2026-11-03
Sage Financial Group Inc
148,648$15.2M0.8%ETFVery LowW. Conshohocken, PA2026-10-27
Optimist Retirement Group LLC
134,347$13.7M5.6%ValueLowBellevue, WA2026-10-30
Stevens Capital Partners
131,057$13.4M2.3%ETFVery LowOmaha, NE2026-10-29
Triangle Securities Wealth Management
120,780$12.3M2.4%CoreLowRaleigh, NC2026-10-14
Symphony Financial, Ltd. Co.
115,139$11.8M1.1%GrowthLowHouston, TX2026-10-22
BIP Wealth, LLC
110,972$11.3M0.3%ETFMediumAtlanta, GA2026-10-22
Cambridge Investment Research Advisors, Inc.
107,104$10.9K0.0%ETFLowFairfield, IA2026-11-02
Asset Dedication, LLC
105,961$10.8M0.7%ETFLowSan Francisco, CA2026-11-03
Lpwm LLC
100,347$10.3M2.2%ETFMediumMinneapolis, MN2026-10-20
Farther Finance Advisors, LLC
100,342$10.2M0.1%IndexLowSan Francisco, CA2026-10-08
Modera Wealth Management, LLC
87,411$8.9M0.1%ETFVery LowWestwood, NJ2026-10-28
Diversified Enterprises, LLC
87,046$8.9M0.4%ETFVery LowWilmington, DE2026-10-19
Trilogy Capital Inc.
85,178$8.7M0.3%ETFMediumIrvine, CA2026-10-20
Mather Group, Llc.
82,431$8.4M0.1%ETFMediumChicago, IL2026-10-14
Arnold Financial Planning LLC
81,370$8.3M5.7%ETFVery LowHiawatha, IA2026-10-20
Leicht Financial Planning & Wealth Management, Inc.
77,627$7.9M3.3%ETFLowParsippany, NJ2026-11-03
KWB Wealth
69,424$7.1M0.6%ETFMediumRedlands, CA2026-10-16
Cambridge Financial Group, LLC
68,669$7.5M2.4%ETFLowTucson, AZ2026-10-06
Farmers & Merchants Trust Co of Chambersburg PA
68,117$7.0K0.0%GARPLowChambersburg, PA2026-10-14
Avior Wealth Management, LLC
64,489$6.6M0.2%ETFMediumOmaha, NE2026-10-13
Moneco Advisors, LLC
64,086$6.5M0.4%ETFLowFairfield, CT2026-11-05
Aire Advisors, LLC
62,453$6.4M1.0%ETFVery LowBeverly Hills, CA2026-10-22
Northwest Wealth Management, LLC
60,021$6.1M0.8%ETFLowSpencer, IA2026-10-30
Roberts Financial Services LLC
58,534$6.0M1.8%ETFLowMarquette, MI2026-10-23
Marathon Mission, Inc.
54,707$5.6M2.8%ETFVery LowAlbany, NY2026-10-01
Probity Advisors, Inc.
54,519$5.6M0.8%ETFLowDallas, TX2026-10-23
Midwest Trust Co
53,103$5.4M0.1%CoreLowOverland Park, KS2026-10-22
Hamilton Capital, LLC
52,744$5.4M0.3%ETFVery LowColumbus, OH2026-10-08
Salomon & Ludwin, LLC
49,706$5.1M0.4%ETFVery LowRichmond, VA2026-10-29
Signature Estate & Investment Advisors LLC
49,458$5.1M0.1%ETFMediumLos Angeles, CA2026-10-13
New Hampshire Trust
46,224$4.7M0.9%CoreLowConcord, NH2026-10-20
Chicago Partners Investment Group LLC
42,978$4.5M0.1%GARPLowChicago, IL2026-10-27
Truist Financial Corp
39,862$4.1M0.0%CoreLowCharlotte, NC2026-10-30
Councilor Wealth, LLC
38,054$3.9M1.6%ETFLowBethesda, MD2026-10-09
Bailard, Inc.
37,823$3.9M0.1%GrowthMediumFoster City, CA2026-10-13
True Blue Financial, LLC
36,968$3.8M1.4%ETFLowStevensville, MI2026-10-15
Krilogy Financial LLC
36,369$3.7M0.1%GrowthLowSt. Louis, MO2026-10-13
Paragon Capital Management Ltd
34,892$3.6M0.7%CoreVery LowDenver, CO2026-10-09
Carolina Wealth Management Inc
34,787$3.6M1.5%ETFN/AGreenville, NC2026-10-29
Quartz Partners, LLC
34,731$3.5M1.1%GARPMediumSaratoga Springs, NY2026-11-03
Junk Investment Group, LLC
33,238$3.4M1.4%ETFVery LowHunt Valley, MD2026-10-19
Larson Financial Group LLC
31,803$3.2M0.1%GrowthLowSt Louis, MO2026-11-05
Financial Guidance Group, Inc.
31,381$3.2M1.1%ETFVery LowPalm Harbor, FL2026-10-21
Meredith Wealth Planning
30,660$3.1M0.8%ETFLowMaryville, IL2026-10-14
Friday Financial
29,238$3.0M0.6%ETFVery LowDubuque, IA2026-10-09
Kingswood Wealth Advisors, LLC
28,156$2.9M0.1%GrowthLowSan Diego, CA2026-10-23
Collective Family Office LLC
27,553$2.8M0.6%ETFLowYork, PA2026-10-05
Marotta Asset Management
27,243$2.8M0.5%ETFLowCharlottesville, VA2026-10-02
Livet Wealth, LLC
27,018$2.8M1.5%ETFLowSpanish Fork, UT2026-10-27
McMill Wealth Management
26,504$2.7M0.6%Deep ValueHighNorfolk, NE2026-11-05
Kestra Advisory Services, LLC
26,406$2.7M0.0%CoreLowAustin, TX2026-11-02
Canandaigua National Trust Co of Florida
26,369$2.7M1.5%CoreLowCanandaigua, NY2026-10-07
Fell Capital Management
26,212$2.7M2.3%CoreLowNewport Beach, CA2026-10-09
Nvest Wealth Strategies, Inc.
25,639$2.6M1.9%ETFVery LowPowell, OH2026-10-14
Fifth Third Securities, Inc.
25,526$2.6M0.1%ETFLowCincinnati, OH2026-10-21
Waller Financial Planning Group, Inc
24,981$2.6M0.5%ETFMediumColumbus, OH2026-10-07
Parkside Financial Bank & Trust
24,406$2.5M0.2%CoreVery LowSaint Louis, MO2026-10-27
Brookstone Capital Management
23,970$2.4M0.0%ETFMediumWheaton, IL2026-10-22
Flagship Harbor Advisors, LLC
22,507$2.3M0.1%ETFMediumBoston, MA2026-10-26
Keeler & Nadler Financial Planning & Wealth Management
22,324$2.3M0.6%ETFLowDublin, OH2026-10-28
Leslie Global Wealth, LLC
22,080$2.3M0.8%ETFLowItasca, IL2026-10-26
Eclectic Associates Inc
21,190$2.2M0.2%ETFVery LowFullerton, CA2026-10-09
Focus Financial Network, Inc.
21,147$2.2M0.1%ETFLowMinneapolis, MN2026-10-14
Bill Few Associates, Inc.
21,119$2.2M0.4%CoreVery LowSewickley, PA2026-10-09
Kassira Wealth Management LLC
20,904$2.1M1.7%GrowthMediumKnoxville, TN2026-10-28
Brady Martz Wealth Solutions, LLC
20,756$2.1M0.3%ETFLowGrand Forks, ND2026-11-05
Simon Quick Advisors, LLC
20,049$2.0M0.1%ETFLowMorristown, NJ2026-10-26
Diversify Wealth Management, LLC
19,817$2.0M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
19,817$2.0M0.0%GrowthLowSandy, UT2026-10-20
Sensible Money, LLC
19,602$2.0M0.5%ETFVery LowScottsdale, AZ2026-10-20
Ignite Planners, LLC
19,528$2.0M0.3%CoreLowSan Clemente, CA2026-10-14
Grey Fox Wealth Advisors, LLC
19,395$2.0M0.3%ETFLowRockland, DE2026-11-03
Trueblood Wealth Management, LLC
18,960$1.9M0.7%CoreLowLima, OH2026-10-23
Melone Private Wealth, LLC
18,570$1.9M0.7%ETFMediumAuburn Hills, MI2026-10-16
Oppenheimer & Co Inc
18,238$1.9M0.0%CoreLowNew York, NY2026-10-26
Opus Capital Group, LLC
18,200$1.9K0.0%ETFVery LowCincinnati, OH2026-10-30
Perigon Wealth Management, LLC
18,061$1.8M0.0%GrowthLowSan Francisco, CA2026-10-22
MCF Advisors LLC
18,028$1.8M0.1%ETFLowLexington, KY2026-10-28
Foundation Wealth Management, Llc\pa
17,770$1.8M0.6%ETFLowMedia, PA2026-10-14
Financial Synergies Wealth Advisors, Inc.
17,364$1.8M0.1%ETFVery LowHouston, TX2026-10-16
Courage Miller Partners, LLC
17,297$1.8M0.5%ETFVery LowNorfolk, VA2026-10-21
Blue Capital, Inc.
17,258$1.8M1.1%CoreHighOmaha, NE2026-10-13
Inspirion Wealth Advisors, LLC
17,073$1.7M0.2%ETFMediumLibertyville, IL2026-10-09
McAdam, LLC
16,740$1.7M0.1%ETFLowPhiladelphia, PA2026-10-21
Phillip James Consulting Co.
16,633$1.7M1.1%ETFVery HighPlymouth, MN2026-11-03
CoreCap Advisors, LLC
16,518$1.7M0.0%ETFMediumSouthfield, MI2026-10-08
Avant Financial Advisors LLC
15,682$1.6M1.0%ETFVery LowAustin, TX2026-11-02
LTG Capital LLC
15,560$1.6M1.1%ETFLowFramingham, MA2026-11-04
Summit Wealth Group LLC / Co
15,234$1.6M0.1%ETFHighColorado Springs, CO2026-10-29
ERn Financial, LLC
14,880$1.5M0.2%ETFVery LowMiddleton, WI2026-10-28
Altfest L J & Co Inc
14,877$1.5M0.2%ETFHighNew York, NY2026-10-27
Firestone Capital Management
14,787$1.5M0.3%ETFVery LowSouth Miami, FL2026-11-03
Founders Grove Wealth Partners, LLC
14,470$1.5M0.3%ETFLowRichmond, VA2026-10-16
Assetmark, Inc
14,447$1.5M0.0%ETFLowConcord, CA2026-10-21
AlphaStar Capital Management, LLC
14,194$1.4M0.1%ETFMediumCornelius, NC2026-10-16
Meridian Financial Advisors, LLC
14,007$1.4M0.7%ETFVery LowHolliston, MA2026-10-14
Liberty Capital Management, Inc.
14,000$1.4M0.2%CoreVery LowBirmingham, MI2026-11-02
Kendall Capital Management
13,996$1.4M0.2%GARPLowRockville, MD2026-10-23
Motive Wealth Advisors
13,734$1.4M0.6%ETFVery LowBirmingham, MI2026-10-26
Invera Wealth Advisors, LLC
13,701$1.4M0.7%GrowthMediumBend, OR2026-10-28
Acorn Financial Advisory Services Inc
13,335$1.4M0.2%ETFMediumReston, VA2026-11-02
Kelly Financial Group LLC
12,683$1.3M0.3%ETFLowWethersfield, CT2026-10-16
Occidental Asset Management, LLC
12,634$1.3M0.1%GrowthLowBurlingame, CA2026-11-05
Moisand Fitzgerald Tamayo, LLC
12,524$1.3M0.1%ETFVery LowOrlando, FL2026-10-15
Hardin Capital Partners, LLC
12,068$1.2M0.6%YieldVery LowGreenville, SC2026-10-09
MidAtlantic Capital Management, Inc.
11,964$1.2M0.7%ETFVery LowRichmond, VA2026-11-05
American Financial & TAX Strategies Inc
11,890$1.2M0.6%ETFVery LowNew York, NY2026-10-16
Connecticut Wealth Management, LLC
11,728$1.2M0.0%ETFLowFarmington, CT2026-10-13
J.W. Cole Advisors, Inc.
11,393$1.2M0.0%IndexLowTampa, FL2026-11-05
Capital Squared Financial LLC
11,246$1.1M0.7%ETFVery LowRockville, MD2026-10-30
Private Trust Co NA
11,057$1.1M0.1%CoreLowCleveland, OH2026-10-20
Inman Jager Wealth Management, LLC
11,005$1.1M0.6%ETFVery LowHattiesburg, MS2026-11-05
Private Wealth Management Group, LLC
10,228$1.0M0.2%ETFLowPrinceton, NJ2026-10-19
Diligent Investors, LLC
10,066$1.0M0.2%CoreLowRedlands, CA2026-10-21
Facet Wealth, Inc.
9,788$999.8K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
4Wealth Advisors, Inc.
9,589$985.3K0.7%ETFMediumBurr Ridge, IL2026-10-13
Portside Wealth Group, LLC
9,555$976.0K0.1%CoreMediumProvo, UT2026-10-20
Fiduciary Alliance LLC
9,477$968.1K0.1%CoreMediumGreenville, SC2026-10-13
Balance Wealth Partners LLC
9,412$961.4K0.2%ETFMediumWorthington, OH2026-10-27
Highland Financial Advisors, LLC
9,157$935.4K0.2%ETFVery LowWayne, NJ2026-10-19
Vise Technologies, Inc.
9,050$924.4K0.0%IndexLowNew York, NY2026-10-29
Everhart Financial Group, Inc.
8,666$885.3K0.1%ETFLowDublin, OH2026-10-08
Carter Financial Group, Inc.
8,533$871.7K0.4%GrowthLowBarrington, IL2026-10-21
RFG Advisory, LLC
8,394$857.4K0.0%ETFMediumBirmingham, AL2026-11-03
GFS Advisors, LLC
8,107$828.0K0.1%CoreLowHouston, TX2026-11-03
Concurrent Investment Advisors, LLC
8,104$827.8K0.0%GrowthMediumTampa, FL2026-10-16
Clear Retirement Advice LLC
7,993$816.5K0.5%ETFVery LowSan Mateo, CA2026-10-22
Park Avenue Securities LLC
7,950$8120.0%ETFMediumNew York, NY2026-10-26
Burney Co/
7,929$810.0K0.0%GARPMediumReston, VA2026-10-15
Visionary Wealth Advisors
7,917$808.7K0.0%ETFLowO'Fallon, IL2026-11-04
Diversified Investment Strategies, LLC
7,876$804.5K0.5%ValueLowBaton Rouge, LA2026-10-28
Yankcom Partnership
7,800$796.8K0.3%CoreVery LowYankton, SD2026-10-15
Independent Financial Group, LLC
7,776$794.4K0.0%GrowthLowSan Diego, CA2026-10-13
Valley Wealth Managers, Inc.
7,668$783.2K0.0%GARPMediumParamus, NJ2026-10-09
Atlas Brown,Inc.
7,547$770.9K0.2%GrowthLowLouisville, KY2026-10-09
Taylor & Morgan Wealth Management, LLC
7,232$738.7K0.4%ETFVery LowTroy, MI2026-10-09
LexAurum Advisors, LLC
7,217$737.3K0.1%ETFLowOverland Park, KS2026-10-19
Montz Harcus Wealth Management LLC
7,152$730.6K0.3%ETFVery LowNew Orleans, LA2026-10-09
Lodestar Private Asset Management LLC
7,036$718.7K0.1%ETFLowAlamo, CA2026-10-26
Root Financial Partners, LLC
6,816$696.3K0.0%ETFMediumEncinitas, CA2026-10-21
Insight Advisors, LLC/ PA
6,697$684.1K0.1%ETFMediumNewtown, PA2026-10-22
Accredited Investors Inc.
6,689$683.2K0.0%ETFLowEdina, MN2026-11-03
Vestia Personal Wealth Advisors
6,589$673.0K0.3%ETFMediumFort Wayne, IN2026-10-20
CogentBlue Wealth Advisors, LLC
6,386$652.3K0.6%ETFLowKnoxville, TN2026-10-09
US Bancorp \de\
6,292$642.7K0.0%IndexLowMinneapolis, MN2026-11-05
SeaCrest Wealth Management, LLC
6,199$633.2K0.1%GrowthLowPurchase, NY2026-10-21
Gibbs Wealth Management
6,197$633.0K0.1%CoreLowAlpharetta, GA2026-10-22
CWA Asset Management Group, LLC
5,985$611.3K0.0%CoreMediumNaples, FL2026-10-19
Fairscale Capital, LLC
5,603$593.6K0.3%GrowthVery LowNashua, NH2026-11-04
Duncker Streett & Co Inc
5,551$567.0K0.1%GrowthLowSt. Louis, MO2026-10-27
Jnba Financial Advisors
5,546$566.5K0.0%ETFMediumBloomington, MN2026-11-03
CIBC Asset Management Inc
5,454$557.1K0.0%GARPLowToronto, South Africa2026-11-05
Glenview Trust Co
5,426$554.3K0.0%GrowthVery LowLouisville, KY2026-10-28
Cornerstone Wealth Management, LLC
5,390$550.6K0.0%ETFVery LowSt. Peters, MO2026-11-04
Wealthcare Advisory Partners LLC
5,373$548.9K0.0%ETFLowWest Chester, PA2026-10-21
Weinberger Asset Management, Inc
5,314$542.9K0.2%ETFVery LowLos Angeles, CA2026-10-28
Compass Ion Advisors, LLC
5,230$534.3K0.0%ETFVery LowConshohocken, PA2026-10-23
HB Wealth Management, LLC
5,038$514.7K0.0%IndexVery LowAtlanta, GA2026-10-23
Compound Planning, Inc.
5,035$514.4K0.0%CoreLowNew York, NY2026-11-05
Intrua Financial, LLC
4,963$507.0K0.0%ETFMediumHouston, TX2026-10-28
Comprehensive Financial Consultants Institutional, Inc.
4,928$503.4K0.1%CoreMediumBloomington, IN2026-10-15
Addis & Hill, Inc
4,899$534.5K0.3%ETFVery LowWayne, PA2026-10-19
SilverOak Wealth Management LLC
4,829$493.3K0.1%ETFVery LowEdina, MN2026-10-29
New England Capital Financial Advisors LLC
4,737$483.8K0.1%ETFLowMeriden, CT2026-11-03
Apeiron RIA LLC
4,725$486.7K0.1%ETFMediumDallas, TX2026-10-08
CGN Advisors LLC
4,684$478.4K0.0%ETFLowManhattan, KS2026-10-21
Anson Capital, Inc.
4,633$473.3K0.3%ETFLowTyrone, GA2026-10-23
Choreo, LLC
4,560$465.8K0.0%IndexLowRockford, IL2026-10-28
Redwood Park Advisors LLC
4,538$463.5K0.3%ETFVery LowRedwood City, CA2026-11-02
Tranquility Partners, LLC
4,415$451.0K0.2%CoreLowBrentwood, TN2026-10-20
HUB Investment Partners, LLC
4,406$450.0K0.0%GrowthLowAustin, TX2026-11-03
Equita Financial Network, Inc.
4,333$442.7K0.1%ETFLowFort Washington, PA2026-10-19
Novem Group
4,332$442.5K0.0%ETFMediumRochester, NY2026-10-19
Total Clarity Wealth Management, Inc.
4,327$442.0K0.1%ETFMediumSt. Charles, IL2026-10-26
WealthPlan Investment Management, LLC
4,308$440.1K0.0%GrowthMediumOmaha, NE2026-10-15
Petersen Hastings Wealth Advisors Inc.
4,306$439.9K0.0%ETFLowKennewick, WA2026-10-27
Market Street Wealth Management Advisors LLC
4,208$429.8K0.1%ETFMediumIndianapolis, IN2026-10-09
Waldron Private Wealth LLC
4,149$423.8K0.0%ETFVery LowBridgeville, PA2026-11-02
Marquette Asset Management, LLC
4,148$423.7K0.1%ETFVery LowMinneapolis, MN2026-10-09
Financial Enhancement Group LLC
4,146$426.5K0.0%ETFMediumAnderson, IN2026-10-08
Richwood Investment Advisors, LLC
4,021$410.7K0.3%CoreLowCincinnati, OH2026-10-30
Tempo Wealth, LLC
4,018$410.5K0.1%Agg GrowthLowIndependence, OH2026-10-14
Schear Investment Advisers, LLC
4,018$410.5K0.1%Agg GrowthMediumCincinnati, OH2026-10-14
Meridian Wealth Management, LLC
4,006$409.2K0.0%GrowthLowLexington, KY2026-11-05
Wealth Advisors Northwest LLC
3,965$405.0K0.1%ETFLowPortland, OR2026-10-29
CPC Advisors, LLC
3,932$401.7K0.1%ETFMediumAtlanta, GA2026-10-21
Crescent Sterling, Ltd.
3,920$400.4K0.3%CoreLowMetairie, LA2026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
3,818$390.0K0.0%GrowthVery LowSeattle, WA2026-10-27
Sigma Planning Corp
3,700$378.0K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Wealth Management Nebraska
3,676$375.5K0.0%ETFLowNorfolk, NE2026-10-26
Intelligence Driven Advisers, LLC
3,659$373.8K0.1%ETFLowCarlsbad, CA2026-10-09
G2 Capital Management, LLC / OH
3,647$372.5K0.1%ETFVery LowColumbus, OH2026-10-23
Seed Wealth Management, Inc.
3,580$365.7K0.2%ETFMediumEvanston, IL2026-10-20
Financial Network Wealth Advisors LLC
3,537$361.3K0.4%ETFLowMurray, UT2026-10-28
Equity Wealth Partners, LLC
3,460$353.5K0.1%ETFVery LowIndependence, MO2026-10-26
Valeo Financial Advisors, LLC
3,411$350.0K0.0%ETFLowCarmel, IN2026-10-08
Creekside Partners
3,347$341.9K0.1%ETFVery LowPetaluma, CA2026-11-04
Morton Brown Family Wealth, LLC
3,315$338.6K0.1%ETFVery LowAllentown, PA2026-10-23
Amicus Financial Advisors, LLC
3,304$337.5K0.1%ETFLowLubbock, TX2026-11-03
Third View Private Wealth, LLC
3,280$335.1K0.0%GrowthLowWestport, CT2026-10-30
Narus Financial Partners, LLC
3,250$332.0K0.1%ValueLowSalt Lake City, UT2026-10-19
Willner & Heller, LLC
3,240$331.0K0.2%GrowthLowEncino, CA2026-10-28
Snider Financial Group
3,227$329.6K0.1%GrowthLowBellevue, WA2026-10-16
Dynamic Advisor Solutions LLC
3,189$325.7K0.0%ETFLowPhoenix, AZ2026-10-13
Howard Financial Services, Ltd.
3,186$325.4K0.0%ETFLowDallas, TX2026-10-15
XY Planning Network, Inc.
3,171$323.9K0.0%ETFLowBozeman, MT2026-10-14
Elevation Point Wealth Partners, LLC
3,150$321.8K0.0%CoreHighDenver, CO2026-11-05
Pacifica Partners Inc.
3,134$322.8K0.1%CoreLowSurrey, South Africa2026-10-09
Armbruster Capital Management, Inc.
3,038$310.3K0.0%ETFVery LowPittsford, NY2026-10-19
626 Financial, LLC
2,965$302.9K0.1%CoreLowPortage, MI2026-11-04
StoneX Group Inc.
2,917$307.8K0.0%ETFMediumNew York, NY2026-11-03
Nestegg Advisors, Inc.
2,908$297.1K0.2%ETFLowHauppauge, NY2026-10-21
Allodium Investment Consultants, LLC
2,908$297.1K0.1%ETFVery LowMinneapolis, MN2026-10-14
Center for Financial Planning, Inc.
2,866$292.8K0.0%ETFLowSouthfied, MI2026-10-26
Associated Banc-Corp
2,857$291.8K0.0%CoreLowGreen Bay, WI2026-10-30
Eastern Bank
2,847$290.8K0.0%GrowthMediumBoston, MA2026-10-05
Burns Matteson Capital Management, LLC
2,827$288.8K0.1%CoreMediumCorning, NY2026-10-16
Sherman Wealth Management LLC
2,734$279.2K0.2%ETFLowGaithersburg, MD2026-10-16
Courier Capital LLC
2,691$274.8K0.0%ETFLowBuffalo, NY2026-10-19
Cornerstone Planning, LLC
2,687$287.2K0.1%CoreMediumCharlotte, NC2026-10-27
Sheets Smith Wealth Management
2,684$274.1K0.0%CoreLowWinston-Salem, NC2026-10-16
Paradigm, Strategies in Wealth Management, LLC
2,676$273.4K0.2%ETFLowMaple Grove, MN2026-10-16
Verus Capital Partners, LLC
2,671$272.8K0.0%GrowthLowScottsdale, AZ2026-11-03
Sovran Advisors, LLC
2,600$277.7K0.0%ETFMediumSan Diego, CA2026-11-02
JIM Saulnier & Associates, LLC
2,559$261.4K0.1%ETFLowFort Collins, CO2026-11-04
Balefire, LLC
2,535$259.0K0.0%ETFMediumDallas, TX2026-10-09
Orin Green Financial, LLC
2,489$254.3K0.1%ETFVery LowSan Diego, CA2026-10-19
Landmark Wealth Management, LLC
2,465$251.8K0.1%ETFVery LowMelville, NY2026-11-03
Foster Group, Inc.
2,451$250.4K0.0%ETFVery LowUrbandale, IA2026-10-13
Capital Investment Advisors, LLC
2,439$249.1K0.0%CoreLowAtlanta, GA2026-10-22
Forvis Mazars Wealth Advisors, LLC
2,438$249.0K0.0%ETFVery LowSpringfield, MO2026-10-13
Prime Capital Investment Advisors, LLC
2,364$241.5K0.0%ETFLowOverland Park, KS2026-10-20
Trust Co of Vermont
2,313$236.3K0.0%CoreVery LowBrattleboro, VT2026-10-21
Retirement Financial Solutions, LLC
2,279$232.8K0.1%ETFMediumKnoxville, TN2026-10-20
Pinnacle Bancorp, Inc.
2,263$231.1K0.1%CoreVery LowBeatrice, NE2026-10-21
Concord Wealth Partners
2,239$228.8K0.0%GrowthLowAbingdon, VA2026-11-02
Koshinski Asset Management, Inc.
2,235$228.3K0.0%ETFLowDecatur, IL2026-10-29
Ballentine Capital Advisors, Inc
2,232$228.0K0.1%ETFVery LowGreenville, SC2026-10-14
Cathy Pareto & Associates, Inc
2,227$227.6K0.1%ETFLowCoral Gables, FL2026-10-15
SAX Wealth Advisors, LLC
2,182$222.9K0.0%ETFVery LowParsippany, NJ2026-10-13
Csenge Advisory Group
2,159$220.6K0.0%ETFMediumClearwater, FL2026-11-04
Evermay Wealth Management LLC
2,155$220.1K0.0%ETFLowArlington, VA2026-11-05
Norden Group LLC
2,110$215.5K0.0%GrowthMediumProvo, UT2026-10-20
Plancorp, LLC
2,079$220.2K0.0%ETFLowSaint Louis, MO2026-11-03
NorthCrest Asset Manangement, LLC
2,029$209.6K0.0%GrowthLowPlymouth, MN2026-10-13
Delta Capital Management LLC
2,000$2040.0%CoreLowRed Bank, NJ2026-10-16
NorthAvenue LLC
1,917$195.8K0.1%ETFVery LowColumbus, OH2026-10-29
Creative Financial Designs Inc
1,733$177.0K0.0%ETFMediumKokomo, IN2026-11-04
Abound Wealth Management
1,493$152.5K0.0%ETFVery LowFranklin, TN2026-10-26
Wilmington Savings Fund Society, FSB
1,435$146.6K0.0%CoreLowWilmington, DE2026-10-23
Glass Jacobson Investment Advisors llc
1,382$141.1K0.0%ETFLowOwings Mills, MD2026-10-26
Capital Investment Advisory Services, LLC
1,366$139.5K0.0%CoreMediumRaleigh, NC2026-10-30
Centerpoint Advisors, LLC
1,309$1340.0%ETFVery LowNeedham, MA2026-11-05
Physician Wealth Advisors, Inc.
1,306$133.4K0.0%ETFMediumMidvale, UT2026-10-20
Tradewinds Capital Management, LLC
1,218$124.4K0.0%ETFVery HighBellingham, WA2026-10-23
Kennebec Savings Bank
1,094$111.8K0.1%CoreLowAugusta, ME2026-10-22
Grey Ledge Advisors, LLC
1,036$105.9K0.0%CoreLowGuilford, CT2026-11-02
Ashton Thomas Private Wealth, LLC
1,020$104.1K0.0%CoreMediumScottsdale, AZ2026-11-03
CX Institutional
1,000$1020.0%CoreMediumAuburn, IN2026-10-02
KFG LLC
997$101.8K0.1%ETFN/ARapid City, SD2026-11-02
Wealth Enhancement Trust Services, Inc.
961$98.2K0.0%GrowthMediumSioux Falls, SD2026-10-07
Creative Capital Management Investments LLC
916$93.6K0.0%ETFLowSan Diego, CA2026-10-28
Maseco LLP
885$90.4K0.0%ETFVery LowLondon, United Kingdom2026-10-27
Cranbrook Wealth Management, LLC
808$82.5K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
RMG Wealth Management LLC
675$70.6K0.0%ETFVery HighPlatteville, WI2026-10-26
IFP Advisors, Inc
657$67.1K0.0%GrowthLowTampa, FL2026-10-16
Sage Mountain Advisors LLC
565$57.7K0.0%ETFLowAtlanta, GA2026-11-02
James T. Borello RIA
514$52.5K0.0%ETFVery LowEast Dundee, IL2026-10-16
Ashton Thomas Securities, LLC
480$49.0K0.0%ETFMediumRochester, NY2026-10-26
Register Financial Advisors LLC
446$45.5K0.0%GARPLowAtlanta, GA2026-10-23
Laurel Wealth Advisors LLC
410$41.9K0.0%CoreVery LowCharlotte, NC2026-10-27
Clark Wealth Partners
384$39.3K0.0%ETFVery LowO'Fallon, IL2026-10-19
Westside Investment Management, Inc.
357$36.5K0.0%GrowthLowSanta Monica, CA2026-11-02
Lanark Financial, Inc.
291$29.7K0.0%CoreMediumBirmingham, AL2026-10-26
Versant Capital Management, Inc
288$29.4K0.0%GARPLowPhoenix, AZ2026-10-02
Spire Wealth Management
278$28.4K0.0%GrowthMediumMclean, VA2026-10-30
Lodestone Wealth Management LLC
265$27.0K0.0%CoreLowSpokane, WA2026-10-14
McCarley & Cook Financial Planners
218$22.3K0.0%ETFLowCincinnati, OH2026-10-21
Allspring Global Investments Holdings, LLC
205$21.3K0.0%CoreMediumCharlotte, NC2026-11-04
Princeton Global Asset Management LLC
189$19.3K0.0%GrowthLowPrinceton, NJ2026-10-21
GK Wealth Management LLC
185$19.0K0.0%GARPVery HighReno, NV2026-10-09
Dhjj Financial Advisors, Ltd.
178$18.2K0.0%ETFVery LowNaperville, IL2026-10-23
Murphy & Mullick Capital Management Corp
171$17.5K0.0%GrowthLowSmithtown, NY2026-11-02
Trust Co of Toledo NA
158$16.1K0.0%GrowthVery LowHolland, OH2026-10-16
Rossby Financial, LCC
158$16.1K0.0%ETFMediumMelbourne, FL2026-11-05
Plante Moran Financial Advisors, LLC
151$15.4K0.0%ETFVery LowSouthfield, MI2026-11-04
Bullock Wealth Management Group
149$15.4K0.0%GrowthLowBloomington, IN2026-10-09
DecisionPoint Financial, LLC
147$15.1K0.0%ETFVery LowMesa, AZ2026-10-27
Financial Consulate, Inc
132$13.5K0.0%ETFLowHunt Valley, MD2026-10-23
Davis Capital Management
120$12.3K0.0%CoreLowJacksonville, FL2026-10-08
Kozak & Associates, Inc.
118$12.4K0.0%ETFLowHighlands Ranch, CO2026-10-29
Cherry Tree Wealth Management, LLC
115$11.7K0.0%ETFVery LowMinnetonka, MN2026-10-15
Hughes Financial Services, LLC
114$12.2K0.0%ETFLowHerndon, VA2026-10-30
MJT & Associates Financial Advisory Group, Inc.
99$10.1K0.0%ETFLowMontevideo, MN2026-10-07
Hanson & Doremus Investment Management
95$100.0%CoreVery LowBurlington, VT2026-10-16
MTM Investment Management, LLC
95$9.7K0.0%CoreVery LowSpartanburg, SC2026-10-30
First Community Trust NA
94$9.6K0.0%GrowthLowDubuque, IA2026-10-07
Silver Grove Financial Group, Inc.
88$9.0K0.0%CoreMediumOrchard Park, NY2026-11-05
Signaturefd, LLC
76$7.8K0.0%IndexLowAtlanta, GA2026-10-23
Cape Investment Advisory, Inc.
70$7.2K0.0%ETFLowMcdonough, GA2026-10-13
Valley National Advisers Inc
62$6.3K0.0%ETFLowBethlehem, PA2026-10-23
Tompkins Financial Corp
61$6.2K0.0%CoreLowIthaca, NY2026-10-05
Phillips Financial Management, LLC
56$5.7K0.0%ETFVery LowFort Wayne, IN2026-10-19
Barrett & Company, Inc.
56$5.7K0.0%ETFLowProvidence, RI2026-10-22
Reap Financial Group, LLC
54$5.5K0.0%ETFLowAustin, TX2026-11-02
Blue Trust, Inc.
52$5.3K0.0%ETFLowBrentwood, TN2026-10-15
Tower View Wealth Management LLC
50$5.1K0.0%MomentumMediumShorewood, WI2026-10-23
Costello Asset Management, Inc
46$4.7K0.0%CoreLowFeasterville, PA2026-10-30
EverSource Wealth Advisors, LLC
41$4.2K0.0%CoreMediumBirmingham, AL2026-11-04
Provenance Wealth Advisors, LLC
40$4.1K0.0%ETFLowFort Lauderdale, FL2026-10-30
Gamma Investing LLC
40$4.1K0.0%IndexVery LowFoster City, CA2026-10-08
Latitude Advisors, LLC
37$3.8K0.0%ETFLowYorkville, IL2026-10-27
Contravisory Investment Management, Inc.
23$2.3K0.0%MomentumHighNorwell, MA2026-10-13
AlphaCore Capital LLC
21$2.1K0.0%ETFLowLa Jolla, CA2026-11-04
Maryland Capital Advisors Inc.
20$2.0K0.0%ETFVery LowChester, MD2026-10-15
Cassaday & Co Wealth Management LLC
17$1.7K0.0%ETFVery LowMclean, VA2026-10-27
Hurley Capital, LLC
13$1.4K0.0%GARPMediumNew York, NY2026-11-05
Morling Financial Advisors, LLC
12$1.2K0.0%ETFLowFremont, CA2026-10-28
Main Street Group, LTD
11$1.2K0.0%ETFMediumGlen Allen, VA2026-10-28
Wealth Analytics Partners, LLC
10$1.0K0.0%ETFVery LowSan Diego, CA2026-10-19
Golden State Wealth Management, LLC
9$9190.0%ETFMediumSanta Ana, CA2026-11-02
Buck Wealth Strategies, LLC
8$8470.0%ValueMediumDenver, CO2026-10-28
Armstrong Advisory Group, Inc
7$7160.0%ETFHighNeedham, MA2026-10-09
Networth Advisors, LLC
2$2060.0%ETFMediumCanonsburg, PA2026-11-03
Citigroup Inc
1$1020.0%CoreMediumNew York, NY2026-11-04