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SS Spdr P INT C Corp ETF (SPIB)

CUSIP: 78464A375 | NYSE | 1539 institutional holders

Quarters

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

Creative Planning7,672,334
0.1% of portfolio›$247.7M
D.A. Davidson & Co.7,246,398
1.3% of portfolio›$233.9M
Wealth Management Nebraska7,069,823
20.0% of portfolio›$228.2M
Assetmark, Inc5,092,280
0.3% of portfolio›$164.4M
Cliftonlarsonallen Wealth Advisors, LLC4,764,034
2.0% of portfolio›$153.8M
McMill Wealth Management2,423,889
17.8% of portfolio›$78.2M
Dodds Wealth, LLC1,716,411
12.5% of portfolio›$55.4M
TCV Trust & Wealth Management, Inc.1,685,935
4.2% of portfolio›$54.4M
Stephens Group Asset Management, LLC1,440,070
2.7% of portfolio›$46.5M
MFA Wealth Advisors, LLC1,422,899
7.8% of portfolio›$45.9M
Orange Investment Advisors, Inc.1,382,436
5.6% of portfolio›$44.6M
Gradient Investments LLC1,370,913
0.6% of portfolio›$44.3M
Roberts Financial Services LLC1,213,977
11.5% of portfolio›$39.2M
CGN Advisors LLC1,196,689
3.0% of portfolio›$38.6M
Carnegie Investment Counsel1,135,649
0.7% of portfolio›$36.7M
Rockwood Wealth Management, LLC1,098,547
2.1% of portfolio›$35.5M
Concord Wealth Partners1,049,597
3.9% of portfolio›$33.9M
Apella Capital, LLC1,040,999
0.4% of portfolio›$33.6M
Concord Asset Management, LLC1,029,096
5.1% of portfolio›$33.2M
High Probability Advisors, LLC981,970
3.6% of portfolio›$31.7M
Dynamic Advisor Solutions LLC967,952
0.9% of portfolio›$31.2M
Nottingham Advisors, Inc.953,764
3.8% of portfolio›$30.8M
Occidental Asset Management, LLC910,484
2.5% of portfolio›$29.4M
Strategic Planning Group, LLC857,220
2.9% of portfolio›$27.7M
Willow Creek Wealth Management Inc.839,619
1.8% of portfolio›$27.1M
Integrity Alliance, Llc.803,624
0.8% of portfolio›$25.9M
Your Advocates Ltd., LLP753,285
6.9% of portfolio›$24.3M
Cornerstone Wealth Management, LLC701,919
1.0% of portfolio›$22.7M
State of New Jersey Common Pension Fund D700,000
0.1% of portfolio›$22.6M
Cherry Tree Wealth Management, LLC674,553
4.1% of portfolio›$21.8M
Symphony Financial, Ltd. Co.664,847
1.9% of portfolio›$21.5M
Wealth Enhancement Advisory Services, LLC663,895
0.0% of portfolio›$10.9M
Cantor Fitzgerald Investment Advisors L.P.645,225
1.2% of portfolio›$20.8M
GoalVest Advisory LLC641,978
3.6% of portfolio›$20.7M
Market Street Wealth Management Advisors LLC617,773
2.8% of portfolio›$19.9M
Truefg, LLC600,040
4.5% of portfolio›$19.4M
Three Arch Wealth Management LLC573,432
3.0% of portfolio›$18.5M
Walker Financial Services, Inc.538,569
5.1% of portfolio›$17.4M
Rational Advisors, Inc.519,894
1.6% of portfolio›$16.8M
Fortune 45 LLC504,547
6.6% of portfolio›$16.3M
Truist Financial Corp468,188
0.0% of portfolio›$15.1M
Park Avenue Securities LLC461,716
0.0% of portfolio›$14.9K
Leicht Financial Planning & Wealth Management, Inc.458,225
6.1% of portfolio›$14.8M
Integral Investment Advisors, Inc.437,088
3.0% of portfolio›$14.1M
Union Bancaire Privee, UBP SA423,907
0.1% of portfolio›$13.7M
KWB Wealth415,981
1.1% of portfolio›$13.4M
Appleton Partners Inc379,812
0.0% of portfolio›$12.3K
Burns Matteson Capital Management, LLC349,099
3.9% of portfolio›$11.3M
True Blue Financial, LLC344,771
4.1% of portfolio›$11.1M
NorthCrest Asset Manangement, LLC325,912
0.2% of portfolio›$10.5M
Pinion Investment Advisors, LLC324,771
1.9% of portfolio›$10.5M
Auour Investments LLC313,069
2.9% of portfolio›$10.1M
Kagan Cocozza Asset Management306,150
6.1% of portfolio›$9.9M
Columbus Macro, LLC303,744
1.0% of portfolio›$9.8M
Sheets Smith Wealth Management295,336
1.0% of portfolio›$9.5M
Lanark Financial, Inc.289,555
0.6% of portfolio›$9.3M
Financial Planning Navigators Corp288,409
3.4% of portfolio›$9.3M
MCF Advisors LLC278,299
0.3% of portfolio›$9.0M
ARQ Wealth Advisors, LLC271,110
1.0% of portfolio›$8.8M
Amtrust Financial Services, Inc.270,400
2.6% of portfolio›$8.7M
Commonwealth Equity Services, LLC269,505
0.0% of portfolio›$8.7M
Nilsine Partners, LLC264,687
0.6% of portfolio›$8.5M
Flagship Harbor Advisors, LLC262,335
0.3% of portfolio›$8.5M
Towercrest Capital Management258,871
1.2% of portfolio›$8.4M
Mirae Asset Global Investments Co., Ltd.256,000
0.0% of portfolio›$8.3M
Forbes Financial Planning, Inc.253,613
4.5% of portfolio›$8.2M
Leuthold Group, LLC250,434
0.8% of portfolio›$8.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management244,647
0.1% of portfolio›$7.9M
Leslie Global Wealth, LLC229,021
2.7% of portfolio›$7.4M
Sigma Planning Corp228,064
0.2% of portfolio›$7.4M
Courier Capital LLC226,964
0.4% of portfolio›$7.3M
Guardian Asset Advisors, LLC222,729
3.2% of portfolio›$7.2M
MGO One Seven LLC217,868
0.1% of portfolio›$7.0M
Cambridge Investment Research Advisors, Inc.211,622
0.0% of portfolio›$6.8K
LFA - Lugano Financial Advisors SA210,506
4.0% of portfolio›$6.8M
Foster Victor Wealth Advisors, LLC203,370
0.3% of portfolio›$6.6M
Breakwater Capital Group201,557
0.8% of portfolio›$6.5M
Koshinski Asset Management, Inc.197,147
0.3% of portfolio›$6.4M
Visionary Horizons, LLC189,564
2.4% of portfolio›$6.1M
Alliance Wealth Management Group182,663
1.2% of portfolio›$5.9M
Farther Finance Advisors, LLC178,622
0.0% of portfolio›$5.8M
Kestra Advisory Services, LLC177,903
0.0% of portfolio›$5.7M
Vise Technologies, Inc.174,030
0.0% of portfolio›$5.6M
Aquire Wealth Advisors, LLC164,044
1.2% of portfolio›$5.3M
1620 Investment Advisors, Inc.163,970
3.3% of portfolio›$5.3M
Clear Creek Financial Management, LLC163,889
0.4% of portfolio›$5.3M
Asio Capital, LLC148,690
0.6% of portfolio›$4.8M
Freestate Advisors LLC145,686
3.6% of portfolio›$4.7M
Wetzel Investment Advisors, Inc.144,818
1.6% of portfolio›$4.7M
Perigon Wealth Management, LLC143,816
0.1% of portfolio›$4.6M
Diversify Wealth Management, LLC140,283
0.1% of portfolio›$4.6M
Diversify Advisory Services, LLC140,283
0.1% of portfolio›$4.6M
Rosenberg Matthew Hamilton136,966
0.8% of portfolio›$4.4M
Accurate Wealth Management, LLC133,085
0.4% of portfolio›$4.3M
Roan Capital Partners132,589
3.1% of portfolio›$4.3M
ASL Financial, LLC128,954
2.8% of portfolio›$4.2M
Aureum Wealth Management, LLC126,200
2.5% of portfolio›$4.1M
Verus Wealth Management, LLC119,859
2.4% of portfolio›$3.9M
Wealth Advisory Solutions, LLC115,375
0.8% of portfolio›$3.7M
Climber Capital SA114,482
2.1% of portfolio›$3.5M
PFG Advisors100,278
0.2% of portfolio›$3.2M
TD Private Client Wealth LLC96,985
0.1% of portfolio›$3.1M
Ignite Planners, LLC95,957
0.4% of portfolio›$3.1M
Wilkerson Advisory Group LLC94,642
0.9% of portfolio›$3.1M
Trilogy Capital Inc.94,271
0.1% of portfolio›$3.0M
Private Trust Co NA90,710
0.2% of portfolio›$2.9M
Meitav Investment House LTD90,234
0.0% of portfolio›$2.9M
Wealthcare Advisory Partners LLC87,706
0.0% of portfolio›$2.8M
Aspetuck Financial Management LLC87,425
1.8% of portfolio›$2.8M
Dynamic Wealth Strategies, LLC86,942
1.5% of portfolio›$2.8M
Mission Wealth Management, LP84,015
0.0% of portfolio›$2.7M
Impact Capital Partners LLC81,827
0.7% of portfolio›$2.6M
Gilpin Wealth Management, LLC76,205
1.7% of portfolio›$2.5M
Arrien Investments, Inc.76,164
1.3% of portfolio›$2.5M
Parsons Capital Management Inc74,530
0.1% of portfolio›$2.4M
Integrated Capital Management, Inc.72,994
1.7% of portfolio›$2.4M
Onyx Bridge Wealth Group LLC72,047
0.2% of portfolio›$2.3M
United Advisor Group, LLC69,882
0.2% of portfolio›$2.3M
Crestwood Advisors Group, LLC69,407
0.0% of portfolio›$2.2M
Hibernia Wealth Partners, LLC67,956
1.1% of portfolio›$2.2M
Investment Partners, Ltd.67,918
0.3% of portfolio›$2.2M
Golden State Wealth Management, LLC65,919
0.2% of portfolio›$2.1M
Rinkey Investments65,414
0.5% of portfolio›$2.1M
IFP Advisors, Inc60,285
0.0% of portfolio›$1.9M
First International Bank of Israel Ltd.59,165
0.8% of portfolio›$1.9M
Gilbert Capital Group, Inc.58,145
1.3% of portfolio›$1.9M
Integrity Advisory Solutions, LLC57,420
0.2% of portfolio›$1.9M
Insight Advisors, LLC/ PA55,088
0.3% of portfolio›$1.8M
Mascagni Wealth Management, Inc.54,278
1.1% of portfolio›$1.8M
River Street Advisors LLC53,965
0.5% of portfolio›$1.7M
True Private Wealth Advisors50,752
0.1% of portfolio›$1.6M
Center For Asset Management LLC49,786
0.7% of portfolio›$1.6M
TrueWealth Advisors, LLC45,050
0.3% of portfolio›$1.5M
Davidson Trust Co43,672
0.6% of portfolio›$1.4M
Convergence Financial, LLC41,742
0.2% of portfolio›$1.3M
Advisor OS, LLC41,738
0.1% of portfolio›$1.3M
E&G Advisors, LLC41,736
0.3% of portfolio›$1.3M
Capital Investment Advisory Services, LLC41,054
0.1% of portfolio›$1.3M
Atria Investments, Inc40,465
0.0% of portfolio›$1.3M
Albion Financial Group39,994
0.1% of portfolio›$1.3M
Verdence Capital Advisors LLC39,672
0.1% of portfolio›$1.3M
Acorn Wealth Advisors, LLC37,169
0.3% of portfolio›$1.2M
Paladin Wealth, LLC36,289
0.6% of portfolio›$1.2M
Apollon Financial, LLC35,840
0.1% of portfolio›$1.2M
Cornerstone Management, Inc.34,514
0.2% of portfolio›$1.1M
Sharper & Granite LLC33,609
0.4% of portfolio›$1.1M
Bailard, Inc.32,540
0.0% of portfolio›$1.1M
Meridian Financial Advisors, LLC32,202
0.5% of portfolio›$1.0M
Tilia Fiduciary Partners, Inc.30,314
0.5% of portfolio›$978.5K
Fifth Third Securities, Inc.29,743
0.0% of portfolio›$960.1K
Oppenheimer & Co Inc29,473
0.0% of portfolio›$951.4K
Concurrent Investment Advisors, LLC29,107
0.0% of portfolio›$939.6K
Citigroup Inc27,168
0.0% of portfolio›$877.0K
Kestra Investment Management, LLC26,618
0.0% of portfolio›$859.2K
Eastern Bank26,519
0.0% of portfolio›$856.0K
Balboa Wealth Partners26,485
0.1% of portfolio›$854.9K
RKL Wealth Management LLC25,702
0.1% of portfolio›$829.7K
Signature Estate & Investment Advisors LLC24,928
0.0% of portfolio›$804.7K
Choreo, LLC24,315
0.0% of portfolio›$784.9K
Prudent Man Advisors, LLC23,795
0.2% of portfolio›$768.2K
Independent Financial Group, LLC23,069
0.0% of portfolio›$744.7K
Meyer Handelman Co22,687
0.0% of portfolio›$732.3K
Ballast Rock Private Wealth LLC22,318
0.3% of portfolio›$720.4K
Brucke Financial, Inc.22,224
0.3% of portfolio›$717.4K
MassMutual Private Wealth & Trust, FSB22,032
0.0% of portfolio›$711.2K
Marion Wealth Management21,045
0.1% of portfolio›$679.3K
RDA Financial Network20,594
0.1% of portfolio›$664.8K
Axxcess Wealth Management, LLC20,282
0.0% of portfolio›$654.7K
Altus Wealth Group LLC20,271
0.2% of portfolio›$654.4K
BIP Wealth, LLC20,014
0.0% of portfolio›$646.1K
Acorn Financial Advisory Services Inc19,290
0.1% of portfolio›$622.7K
Portland Financial Advisors Inc18,820
1.1% of portfolio›$607.5K
Quartz Partners, LLC18,634
0.2% of portfolio›$601.5K
BLB&B Advisors, LLC18,600
0.0% of portfolio›$600.4K
Forza Wealth Management, LLC18,510
0.2% of portfolio›$597.5K
Simplicity Wealth,LLC16,945
0.0% of portfolio›$547.0K
Realta Investment Advisors16,915
0.2% of portfolio›$546.0K
Churchill Financial Advisors, LLC16,914
0.1% of portfolio›$546.0K
NBT Bank, N.A.16,731
0.0% of portfolio›$540.1K
Wealthstar Advisors, LLC16,633
0.2% of portfolio›$536.9K
Ashton Thomas Private Wealth, LLC16,630
0.0% of portfolio›$536.8K
SWS Partners16,254
0.1% of portfolio›$524.7K
Navigation Wealth Management, Inc.16,236
0.8% of portfolio›$525.1K
Norden Group LLC15,947
0.0% of portfolio›$514.8K
Financial Advisory Partners, LLC15,372
0.1% of portfolio›$496.2K
One Way Holdings LLC15,135
0.0% of portfolio›$488.6K
Trust Co15,037
0.0% of portfolio›$485.4K
Focus Financial Network, Inc.14,455
0.0% of portfolio›$466.6K
Integrated Advisors Network LLC14,429
0.0% of portfolio›$465.8K
LVZ, Inc.14,255
0.0% of portfolio›$460.2K
Braun-Bostich & Associates Inc.13,558
0.3% of portfolio›$437.7K
Y.D. More Investments Ltd13,492
0.0% of portfolio›$435.1K
Asset One Wealth Management LLC13,379
0.0% of portfolio›$431.9K
Curbstone Financial Management Corp13,150
0.1% of portfolio›$424.5K
JBR Co Financial Management Inc13,100
0.2% of portfolio›$436.4K
Elevated Financial Group LLC12,941
0.1% of portfolio›$417.7K
Juncture Wealth Strategies, LLC12,870
0.1% of portfolio›$415.4K
Avior Wealth Management, LLC12,469
0.0% of portfolio›$402.5K
Perryman Financial Advisory Inc12,457
0.1% of portfolio›$402.1K
Total Clarity Wealth Management, Inc.12,378
0.1% of portfolio›$399.6K
RFG Advisory, LLC12,071
0.0% of portfolio›$389.6K
Verus Capital Partners, LLC12,067
0.0% of portfolio›$389.5K
Gerber Kawasaki Wealth & Investment Management11,909
0.0% of portfolio›$384.4K
Alliance Wealth Advisors, LLC11,685
0.1% of portfolio›$377.2K
Flagstone Financial Management11,531
0.1% of portfolio›$372.2K
Elm3 Financial Group, LLC11,212
0.2% of portfolio›$361.9K
Carter Financial Group, Inc.11,128
0.2% of portfolio›$359.2K
Wealthcare Capital Partners, LLC10,673
0.1% of portfolio›$344.5K
SAX Wealth Advisors, LLC10,647
0.0% of portfolio›$343.7K
Integrity Wealth Partners, LLC10,563
0.3% of portfolio›$341.0K
Valtinson Bruner Financial Planning LLC10,435
0.1% of portfolio›$336.8K
Stonehaven Wealth & TAX Solutions, LLC9,938
0.3% of portfolio›$320.8K
Sound Income Strategies, LLC9,493
0.0% of portfolio›$306.9K
StoneX Group Inc.9,472
0.0% of portfolio›$306.8K
Grimes & Co Wealth Management, LLC9,302
0.0% of portfolio›$300.3K
Legacy CG, LLC8,861
0.1% of portfolio›$286.0K
Eclectic Associates Inc8,617
0.0% of portfolio›$278.2K
Joel Adams & Associates, Inc.8,559
0.2% of portfolio›$276.3K
Badgley Phelps Wealth Managers, LLC8,204
0.0% of portfolio›$264.8K
Balefire, LLC8,193
0.0% of portfolio›$264.5K
TFB Advisors LLC7,955
0.1% of portfolio›$256.8K
Capstone Wealth Management Group, Inc.7,951
0.2% of portfolio›$256.7K
4Wealth Advisors, Inc.7,547
0.2% of portfolio›$243.8K
PDS Planning, Inc7,400
0.0% of portfolio›$238.9K
Diversified Enterprises, LLC7,231
0.0% of portfolio›$233.4K
Old Second National Bank of Aurora6,963
0.0% of portfolio›$224.8K
Private Wealth Management Group, LLC6,720
0.0% of portfolio›$216.9K
Bulwark Capital Corp6,679
0.1% of portfolio›$215.6K
Midwest Trust Co6,530
0.0% of portfolio›$210.8K
Phillips Financial Management, LLC6,353
0.0% of portfolio›$205.1K
Essex LLC6,279
0.0% of portfolio›$202.7K
Gibbs Wealth Management6,259
0.0% of portfolio›$202.0K
Caldwell Trust Co6,162
0.0% of portfolio›$198.9K
James T. Borello RIA6,132
0.0% of portfolio›$197.9K
Waystone Advisors LLC6,003
0.2% of portfolio›$200.9K
Latitude Advisors, LLC5,669
0.1% of portfolio›$183.0K
CoreCap Advisors, LLC5,598
0.0% of portfolio›$180.7K
EverSource Wealth Advisors, LLC5,208
0.0% of portfolio›$168.1K
DeDora Capital, Inc.5,195
0.0% of portfolio›$167.7K
Cape Investment Advisory, Inc.5,026
0.0% of portfolio›$162.2K
Mather Group, Llc.4,619
0.0% of portfolio›$149.1K
Provenance Wealth Advisors, LLC4,219
0.0% of portfolio›$136.2K
McCarley & Cook Financial Planners3,980
0.1% of portfolio›$128.5K
Richardson Financial Services Inc.3,874
0.1% of portfolio›$125.1K
Wealth Enhancement Trust Services, Inc.3,700
0.0% of portfolio›$119.4K
Parkside Financial Bank & Trust3,191
0.0% of portfolio›$103.0K
Parallel Advisors, LLC3,155
0.0% of portfolio›$101.8K
Nemes Rush Group LLC3,077
0.0% of portfolio›$99.3K
Tradewinds Capital Management, LLC2,057
0.0% of portfolio›$66.4K
Buck Wealth Strategies, LLC2,004
0.0% of portfolio›$64.7K
Heritage Family Offices, LLP1,868
0.0% of portfolio›$60.3K
Compass Financial Management LLC1,867
0.0% of portfolio›$60.3K
Brown, Lisle Ings, Inc.1,698
0.0% of portfolio›$54.8K
PFS Partners, LLC1,573
0.0% of portfolio›$50.8K
AlphaCore Capital LLC1,343
0.0% of portfolio›$43.4K
Trust Co of Toledo NA1,322
0.0% of portfolio›$42.7K
Loring Wolcott & Coolidge Fiduciary Advisors LLP1,310
0.0% of portfolio›$42.3K
Cassaday & Co Wealth Management LLC1,154
0.0% of portfolio›$37.3K
City State Bank1,131
0.0% of portfolio›$36.5K
Abound Wealth Management1,090
0.0% of portfolio›$35.2K
Creative Financial Designs Inc990
0.0% of portfolio›$32.0K
Thurston, Springer, Miller, Herd & Titak, Inc.955
0.1% of portfolio›$30.8K
Signature Equity Partners, LLC861
0.0% of portfolio›$27.8K
Wilmington Savings Fund Society, FSB852
0.0% of portfolio›$27.5K
Root Financial Partners, LLC851
0.0% of portfolio›$27.5K
United Community Bank822
0.0% of portfolio›$26.5K
RMG Wealth Management LLC808
0.0% of portfolio›$26.4K
MTM Investment Management, LLC766
0.0% of portfolio›$24.7K
New England Capital Financial Advisors LLC641
0.0% of portfolio›$20.7K
Bangor Savings Bank625
0.0% of portfolio›$20.2K
Allspring Global Investments Holdings, LLC599
0.0% of portfolio›$19.3K
Go Invest LLC564
0.0% of portfolio›$18.2K
Center for Financial Planning, Inc.523
0.0% of portfolio›$16.9K
GK Wealth Management LLC393
0.0% of portfolio›$12.7K
Signaturefd, LLC379
0.0% of portfolio›$12.2K
Family Capital Trust Co373
0.0% of portfolio›$12.0K
Bay Harbor Wealth Management, LLC349
0.0% of portfolio›$11.3K
Westside Investment Management, Inc.346
0.0% of portfolio›$11.1K
Nova Financial LLC302
0.0% of portfolio›$9.7K
Owl Creek Wealth Partners LLC280
0.0% of portfolio›$9.0K
Tounjian Advisory Partners, LLC262
0.0% of portfolio›$8.5K
First Bancorp, Inc250
0.0% of portfolio›$8.1K
Register Financial Advisors LLC241
0.0% of portfolio›$7.8K
Archer Investment Corp237
0.0% of portfolio›$7.7K
Biltmore Family Office, LLC233
0.0% of portfolio›$7.5K
Bullock Wealth Management Group220
0.0% of portfolio›$7.1K
Evolution Wealth Management Inc.218
0.0% of portfolio›$7.0K
Vima LLC206
0.0% of portfolio›$6.7K
Wolff Wiese Magana LLC202
0.0% of portfolio›$6.5K
Pinnacle Bancorp, Inc.192
0.0% of portfolio›$6.2K
Farmers & Merchants Investments Inc186
0.0% of portfolio›$6.0K
Ascentis Independent Advisors176
0.0% of portfolio›$5.7K
Asset Dedication, LLC175
0.0% of portfolio›$5.7K
Reap Financial Group, LLC169
0.0% of portfolio›$5.5K
Quest 10 Wealth Builders, Inc.155
0.0% of portfolio›$5.0K
SYM Financial Corp154
0.0% of portfolio›$5.0K
SBI Securities Co., Ltd.152
0.0% of portfolio›$4.9K
Ashton Thomas Securities, LLC81
0.0% of portfolio›$2.6K
Fairscale Capital, LLC75
0.0% of portfolio›$2.5K
Balance Wealth Partners LLC31
0.0% of portfolio›$1.0K
Networth Advisors, LLC30
0.0% of portfolio›$983
Signature Resources Capital Management, LLC17
0.0% of portfolio›$549
Kingdom Financial Group Llc.17
0.0% of portfolio›$553
Planning Strategies Inc.11
0.0% of portfolio›$355
MJT & Associates Financial Advisory Group, Inc.9
0.0% of portfolio›$262
Raleigh Capital Management Inc.1
0.0% of portfolio›$29
Morling Financial Advisors, LLC1
0.0% of portfolio›$29
Harel Insurance Investments & Financial Services Ltd.1
0.0% of portfolio›$0
Central Bank of Brazil0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Creative Planning
7,672,334$247.7M0.1%IndexVery LowOverland Park, KS2026-11-02
D.A. Davidson & Co.
7,246,398$233.9M1.3%CoreLowGreat Falls, MT2026-10-28
Wealth Management Nebraska
7,069,823$228.2M20.0%ETFLowNorfolk, NE2026-10-26
Assetmark, Inc
5,092,280$164.4M0.3%ETFLowConcord, CA2026-10-21
Cliftonlarsonallen Wealth Advisors, LLC
4,764,034$153.8M2.0%ETFLowMinneapolis, MN2026-10-14
McMill Wealth Management
2,423,889$78.2M17.8%Deep ValueHighNorfolk, NE2026-11-05
Dodds Wealth, LLC
1,716,411$55.4M12.5%ETFVery LowGreenwood Village, CO2026-11-02
TCV Trust & Wealth Management, Inc.
1,685,935$54.4M4.2%CoreVery LowRichmond, VA2026-10-16
Stephens Group Asset Management, LLC
1,440,070$46.5M2.7%ETFVery LowLittle Rock, AR2026-10-09
MFA Wealth Advisors, LLC
1,422,899$45.9M7.8%ETFMediumPittsburgh, PA2026-10-07
Orange Investment Advisors, Inc.
1,382,436$44.6M5.6%CoreLowGoshen, NY2026-10-23
Gradient Investments LLC
1,370,913$44.3M0.6%CoreMediumArden Hills, MN2026-10-08
Roberts Financial Services LLC
1,213,977$39.2M11.5%ETFLowMarquette, MI2026-10-23
CGN Advisors LLC
1,196,689$38.6M3.0%ETFLowManhattan, KS2026-10-21
Carnegie Investment Counsel
1,135,649$36.7M0.7%CoreLowPepper Pike, OH2026-10-20
Rockwood Wealth Management, LLC
1,098,547$35.5M2.1%ETFVery LowNew Hope, PA2026-10-27
Concord Wealth Partners
1,049,597$33.9M3.9%GrowthLowAbingdon, VA2026-11-02
Apella Capital, LLC
1,040,999$33.6M0.4%ETFVery LowWest Hartford, CT2026-10-08
Concord Asset Management, LLC
1,029,096$33.2M5.1%GrowthLowAbingdon, VA2026-11-02
High Probability Advisors, LLC
981,970$31.7M3.6%ETFVery LowPittsford, NY2026-10-19
Dynamic Advisor Solutions LLC
967,952$31.2M0.9%ETFLowPhoenix, AZ2026-10-13
Nottingham Advisors, Inc.
953,764$30.8M3.8%ETFLowAmherst, NY2026-10-29
Occidental Asset Management, LLC
910,484$29.4M2.5%GrowthLowBurlingame, CA2026-11-05
Strategic Planning Group, LLC
857,220$27.7M2.9%GrowthMediumBountiful, UT2026-10-22
Willow Creek Wealth Management Inc.
839,619$27.1M1.8%ETFVery LowSebastopol, CA2026-10-26
Integrity Alliance, Llc.
803,624$25.9M0.8%ETFMediumUrbandale, IA2026-10-29
Your Advocates Ltd., LLP
753,285$24.3M6.9%ETFLowHouston, TX2026-11-03
Cornerstone Wealth Management, LLC
701,919$22.7M1.0%ETFVery LowSt. Peters, MO2026-11-04
State of New Jersey Common Pension Fund D
700,000$22.6M0.1%CoreLowTrenton, NJ2026-11-05
Cherry Tree Wealth Management, LLC
674,553$21.8M4.1%ETFVery LowMinnetonka, MN2026-10-15
Symphony Financial, Ltd. Co.
664,847$21.5M1.9%GrowthLowHouston, TX2026-10-22
Wealth Enhancement Advisory Services, LLC
663,895$10.9M0.0%CoreLowPlymouth, MN2026-10-13
Cantor Fitzgerald Investment Advisors L.P.
645,225$20.8M1.2%YieldLowNew York, NY2026-10-21
GoalVest Advisory LLC
641,978$20.7M3.6%ETFMediumNew York, NY2026-10-02
Market Street Wealth Management Advisors LLC
617,773$19.9M2.8%ETFMediumIndianapolis, IN2026-10-09
Truefg, LLC
600,040$19.4M4.5%ETFVery LowCedar Park, TX2026-10-15
Three Arch Wealth Management LLC
573,432$18.5M3.0%ETFVery LowIrvine, CA2026-10-20
Walker Financial Services, Inc.
538,569$17.4M5.1%ETFLowBowling Green, KY2026-10-26
Rational Advisors, Inc.
519,894$16.8M1.6%ETFMediumSan Juan, PR2026-11-02
Fortune 45 LLC
504,547$16.3M6.6%ETFLowGonzales, LA2026-10-14
Truist Financial Corp
468,188$15.1M0.0%CoreLowCharlotte, NC2026-10-30
Park Avenue Securities LLC
461,716$14.9K0.0%ETFMediumNew York, NY2026-10-26
Leicht Financial Planning & Wealth Management, Inc.
458,225$14.8M6.1%ETFLowParsippany, NJ2026-11-03
Integral Investment Advisors, Inc.
437,088$14.1M3.0%ETFVery LowTurlock, CA2026-11-03
Union Bancaire Privee, UBP SA
423,907$13.7M0.1%GrowthMediumGeneva 1, Switzerland2026-11-04
KWB Wealth
415,981$13.4M1.1%ETFMediumRedlands, CA2026-10-16
Appleton Partners Inc
379,812$12.3K0.0%GrowthLowBoston, MA2026-10-30
Burns Matteson Capital Management, LLC
349,099$11.3M3.9%CoreMediumCorning, NY2026-10-16
True Blue Financial, LLC
344,771$11.1M4.1%ETFLowStevensville, MI2026-10-15
NorthCrest Asset Manangement, LLC
325,912$10.5M0.2%GrowthLowPlymouth, MN2026-10-13
Pinion Investment Advisors, LLC
324,771$10.5M1.9%ETFLowWichita, KS2026-11-04
Auour Investments LLC
313,069$10.1M2.9%ETFLowWoburn, MA2026-10-28
Kagan Cocozza Asset Management
306,150$9.9M6.1%ETFVery LowMickleton, NJ2026-10-19
Columbus Macro, LLC
303,744$9.8M1.0%YieldMediumNew Castle, PA2026-10-14
Sheets Smith Wealth Management
295,336$9.5M1.0%CoreLowWinston-Salem, NC2026-10-16
Lanark Financial, Inc.
289,555$9.3M0.6%CoreMediumBirmingham, AL2026-10-26
Financial Planning Navigators Corp
288,409$9.3M3.4%ETFMediumMaple Grove, MN2026-10-14
MCF Advisors LLC
278,299$9.0M0.3%ETFLowLexington, KY2026-10-28
ARQ Wealth Advisors, LLC
271,110$8.8M1.0%ETFLowScottsdale, AZ2026-10-29
Amtrust Financial Services, Inc.
270,400$8.7M2.6%ETFVery LowNew York, NY2026-10-19
Commonwealth Equity Services, LLC
269,505$8.7M0.0%ETFLowWaltham, MA2026-11-02
Nilsine Partners, LLC
264,687$8.5M0.6%CoreMediumGreenwood Village, CO2026-11-02
Flagship Harbor Advisors, LLC
262,335$8.5M0.3%ETFMediumBoston, MA2026-10-26
Towercrest Capital Management
258,871$8.4M1.2%ETFVery LowNewtown, PA2026-10-23
Mirae Asset Global Investments Co., Ltd.
256,000$8.3M0.0%GrowthLowSeoul, Malaysia2026-11-03
Forbes Financial Planning, Inc.
253,613$8.2M4.5%ETFLowEast Greenwich, RI2026-10-23
Leuthold Group, LLC
250,434$8.1M0.8%ValueMediumMinneapolis, MN2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
244,647$7.9M0.1%GrowthVery LowSeattle, WA2026-10-27
Leslie Global Wealth, LLC
229,021$7.4M2.7%ETFLowItasca, IL2026-10-26
Sigma Planning Corp
228,064$7.4M0.2%GrowthMediumAnn Arbor, MI2026-10-23
Courier Capital LLC
226,964$7.3M0.4%ETFLowBuffalo, NY2026-10-19
Guardian Asset Advisors, LLC
222,729$7.2M3.2%GrowthMediumMechanicsburg, PA2026-10-16
MGO One Seven LLC
217,868$7.0M0.1%GrowthLowBeachwood, OH2026-10-28
Cambridge Investment Research Advisors, Inc.
211,622$6.8K0.0%ETFLowFairfield, IA2026-11-02
LFA - Lugano Financial Advisors SA
210,506$6.8M4.0%ETFLowLugano, Switzerland2026-11-03
Foster Victor Wealth Advisors, LLC
203,370$6.6M0.3%CoreMediumGreenville, SC2026-10-21
Breakwater Capital Group
201,557$6.5M0.8%ETFLowParamus, NJ2026-10-09
Koshinski Asset Management, Inc.
197,147$6.4M0.3%ETFLowDecatur, IL2026-10-29
Visionary Horizons, LLC
189,564$6.1M2.4%ETFLowKnoxville, TN2026-10-22
Alliance Wealth Management Group
182,663$5.9M1.2%ETFLowFlemington, NJ2026-10-29
Farther Finance Advisors, LLC
178,622$5.8M0.0%IndexLowSan Francisco, CA2026-10-08
Kestra Advisory Services, LLC
177,903$5.7M0.0%CoreLowAustin, TX2026-11-02
Vise Technologies, Inc.
174,030$5.6M0.0%IndexLowNew York, NY2026-10-29
Aquire Wealth Advisors, LLC
164,044$5.3M1.2%ETFVery LowSalt Lake City, UT2026-10-23
1620 Investment Advisors, Inc.
163,970$5.3M3.3%ValueLowPlymouth, MA2026-11-04
Clear Creek Financial Management, LLC
163,889$5.3M0.4%ETFMediumSilverdale, WA2026-10-28
Asio Capital, LLC
148,690$4.8M0.6%GrowthMediumLexington, KY2026-10-19
Freestate Advisors LLC
145,686$4.7M3.6%ETFVery LowOverland Park, KS2026-10-09
Wetzel Investment Advisors, Inc.
144,818$4.7M1.6%ETFLowIndianapolis, IN2026-10-13
Perigon Wealth Management, LLC
143,816$4.6M0.1%GrowthLowSan Francisco, CA2026-10-22
Diversify Wealth Management, LLC
140,283$4.6M0.1%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
140,283$4.6M0.1%GrowthLowSandy, UT2026-10-20
Rosenberg Matthew Hamilton
136,966$4.4M0.8%ETFVery LowGrand Junction, CO2026-10-05
Accurate Wealth Management, LLC
133,085$4.3M0.4%CoreMediumWesley Chapel, FL2026-10-20
Roan Capital Partners
132,589$4.3M3.1%ETFMediumJohnson City, TN2026-10-09
ASL Financial, LLC
128,954$4.2M2.8%ETFVery LowLos Gatos, CA2026-10-15
Aureum Wealth Management, LLC
126,200$4.1M2.5%ETFLowNorth Palm Beach, FL2026-10-15
Verus Wealth Management, LLC
119,859$3.9M2.4%ETFLowDe Pere, WI2026-10-13
Wealth Advisory Solutions, LLC
115,375$3.7M0.8%ETFLowZionsville, IN2026-10-20
Climber Capital SA
114,482$3.5M2.1%ETFLowNyon, Switzerland2026-10-20
PFG Advisors
100,278$3.2M0.2%ETFMediumPhoenix, AZ2026-10-16
TD Private Client Wealth LLC
96,985$3.1M0.1%ETFLowNew York, NY2026-10-28
Ignite Planners, LLC
95,957$3.1M0.4%CoreLowSan Clemente, CA2026-10-14
Wilkerson Advisory Group LLC
94,642$3.1M0.9%ETFMediumColumbia, MO2026-10-20
Trilogy Capital Inc.
94,271$3.0M0.1%ETFMediumIrvine, CA2026-10-20
Private Trust Co NA
90,710$2.9M0.2%CoreLowCleveland, OH2026-10-20
Meitav Investment House LTD
90,234$2.9M0.0%ETFMediumBene-Beraq, Luxembourg2026-10-28
Wealthcare Advisory Partners LLC
87,706$2.8M0.0%ETFLowWest Chester, PA2026-10-21
Aspetuck Financial Management LLC
87,425$2.8M1.8%GrowthVery LowWestport, CT2026-11-04
Dynamic Wealth Strategies, LLC
86,942$2.8M1.5%ETFLowGranite Bay, CA2026-10-16
Mission Wealth Management, LP
84,015$2.7M0.0%ETFLowSanta Barbara, CA2026-10-15
Impact Capital Partners LLC
81,827$2.6M0.7%GrowthLowGreenwood Village, CO2026-10-22
Gilpin Wealth Management, LLC
76,205$2.5M1.7%GrowthLowDenver, CO2026-10-09
Arrien Investments, Inc.
76,164$2.5M1.3%ETFLowBoise, ID2026-10-30
Parsons Capital Management Inc
74,530$2.4M0.1%CoreLowProvidence, RI2026-10-28
Integrated Capital Management, Inc.
72,994$2.4M1.7%ETFLowJessup, PA2026-10-09
Onyx Bridge Wealth Group LLC
72,047$2.3M0.2%ETFMediumTarrytown, NY2026-10-16
United Advisor Group, LLC
69,882$2.3M0.2%ETFLowCincinnati, OH2026-11-03
Crestwood Advisors Group, LLC
69,407$2.2M0.0%GrowthLowBoston, MA2026-10-27
Hibernia Wealth Partners, LLC
67,956$2.2M1.1%ETFVery LowBaton Rouge, LA2026-10-29
Investment Partners, Ltd.
67,918$2.2M0.3%ETFVery LowNew Philadelphia, OH2026-10-29
Golden State Wealth Management, LLC
65,919$2.1M0.2%ETFMediumSanta Ana, CA2026-11-02
Rinkey Investments
65,414$2.1M0.5%ETFLowSan Diego, CA2026-10-28
IFP Advisors, Inc
60,285$1.9M0.0%GrowthLowTampa, FL2026-10-16
First International Bank of Israel Ltd.
59,165$1.9M0.8%ETFMediumTel Aviv, Luxembourg2026-11-04
Gilbert Capital Group, Inc.
58,145$1.9M1.3%ETFHighNorth Yarmouth, ME2026-10-28
Integrity Advisory Solutions, LLC
57,420$1.9M0.2%ETFMediumDallas, TX2026-10-29
Insight Advisors, LLC/ PA
55,088$1.8M0.3%ETFMediumNewtown, PA2026-10-22
Mascagni Wealth Management, Inc.
54,278$1.8M1.1%ETFLowClinton, MS2026-10-23
River Street Advisors LLC
53,965$1.7M0.5%CoreLowAurora, IL2026-10-22
True Private Wealth Advisors
50,752$1.6M0.1%ETFMediumSalem, OR2026-10-19
Center For Asset Management LLC
49,786$1.6M0.7%ETFMediumPalm Beach Gardens, FL2026-10-16
TrueWealth Advisors, LLC
45,050$1.5M0.3%ETFMediumBirmingham, AL2026-10-09
Davidson Trust Co
43,672$1.4M0.6%CoreLowSeattle, WA2026-10-09
Convergence Financial, LLC
41,742$1.3M0.2%ETFMediumColumbia, MO2026-10-27
Advisor OS, LLC
41,738$1.3M0.1%ETFMediumChicago, IL2026-11-03
E&G Advisors, LLC
41,736$1.3M0.3%ETFVery LowHouston, TX2026-10-13
Capital Investment Advisory Services, LLC
41,054$1.3M0.1%CoreMediumRaleigh, NC2026-10-30
Atria Investments, Inc
40,465$1.3M0.0%CoreMediumCharlotte, NC2026-10-15
Albion Financial Group
39,994$1.3M0.1%GrowthLowSalt Lake City, UT2026-10-21
Verdence Capital Advisors LLC
39,672$1.3M0.1%CoreMediumHunt Valley, MD2026-10-26
Acorn Wealth Advisors, LLC
37,169$1.2M0.3%ETFLowGrand Blanc, MI2026-10-19
Paladin Wealth, LLC
36,289$1.2M0.6%CoreLowArden Hills, MN2026-10-23
Apollon Financial, LLC
35,840$1.2M0.1%ETFVery LowMount Pleasant, SC2026-10-23
Cornerstone Management, Inc.
34,514$1.1M0.2%ETFVery LowDuluth, GA2026-10-16
Sharper & Granite LLC
33,609$1.1M0.4%ETFLowEl Segundo, CA2026-11-02
Bailard, Inc.
32,540$1.1M0.0%GrowthMediumFoster City, CA2026-10-13
Meridian Financial Advisors, LLC
32,202$1.0M0.5%ETFVery LowHolliston, MA2026-10-14
Tilia Fiduciary Partners, Inc.
30,314$978.5K0.5%CoreLowWilmington, NC2026-10-09
Fifth Third Securities, Inc.
29,743$960.1K0.0%ETFLowCincinnati, OH2026-10-21
Oppenheimer & Co Inc
29,473$951.4K0.0%CoreLowNew York, NY2026-10-26
Concurrent Investment Advisors, LLC
29,107$939.6K0.0%GrowthMediumTampa, FL2026-10-16
Citigroup Inc
27,168$877.0K0.0%CoreMediumNew York, NY2026-11-04
Kestra Investment Management, LLC
26,618$859.2K0.0%ETFMediumAustin, TX2026-11-04
Eastern Bank
26,519$856.0K0.0%GrowthMediumBoston, MA2026-10-05
Balboa Wealth Partners
26,485$854.9K0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
RKL Wealth Management LLC
25,702$829.7K0.1%ETFVery LowLancaster, PA2026-10-16
Signature Estate & Investment Advisors LLC
24,928$804.7K0.0%ETFMediumLos Angeles, CA2026-10-13
Choreo, LLC
24,315$784.9K0.0%IndexLowRockford, IL2026-10-28
Prudent Man Advisors, LLC
23,795$768.2K0.2%GrowthLowNaperville, IL2026-11-03
Independent Financial Group, LLC
23,069$744.7K0.0%GrowthLowSan Diego, CA2026-10-13
Meyer Handelman Co
22,687$732.3K0.0%CoreLowRye Brook, NY2026-10-28
Ballast Rock Private Wealth LLC
22,318$720.4K0.3%ETFMediumCharleston, SC2026-10-26
Brucke Financial, Inc.
22,224$717.4K0.3%GrowthMediumIndianapolis, IN2026-10-23
MassMutual Private Wealth & Trust, FSB
22,032$711.2K0.0%CoreLowSpringfield, MA2026-10-05
Marion Wealth Management
21,045$679.3K0.1%ETFVery LowMonroeville, PA2026-10-22
RDA Financial Network
20,594$664.8K0.1%GrowthMediumAkron, IA2026-10-15
Axxcess Wealth Management, LLC
20,282$654.7K0.0%CoreLowCarlsbad, CA2026-10-21
Altus Wealth Group LLC
20,271$654.4K0.2%ETFLowColorado Springs, CO2026-10-20
BIP Wealth, LLC
20,014$646.1K0.0%ETFMediumAtlanta, GA2026-10-22
Acorn Financial Advisory Services Inc
19,290$622.7K0.1%ETFMediumReston, VA2026-11-02
Portland Financial Advisors Inc
18,820$607.5K1.1%ETFVery LowPort Washington, NY2026-10-26
Quartz Partners, LLC
18,634$601.5K0.2%GARPMediumSaratoga Springs, NY2026-11-03
BLB&B Advisors, LLC
18,600$600.4K0.0%ETFLowMontgomeryville, PA2026-10-27
Forza Wealth Management, LLC
18,510$597.5K0.2%CoreVery LowSarasota, FL2026-10-20
Simplicity Wealth,LLC
16,945$547.0K0.0%ETFLowSummit, NJ2026-10-23
Realta Investment Advisors
16,915$546.0K0.2%GrowthMediumWilmington, DE2026-10-14
Churchill Financial Advisors, LLC
16,914$546.0K0.1%CoreLowLouisville, KY2026-10-20
NBT Bank, N.A.
16,731$540.1K0.0%CoreLowNorwich, NY2026-10-21
Wealthstar Advisors, LLC
16,633$536.9K0.2%ETFMediumPlano, TX2026-10-19
Ashton Thomas Private Wealth, LLC
16,630$536.8K0.0%CoreMediumScottsdale, AZ2026-11-03
SWS Partners
16,254$524.7K0.1%GrowthMediumColumbus, OH2026-10-26
Navigation Wealth Management, Inc.
16,236$525.1K0.8%ETFLowFort Collins, CO2026-11-03
Norden Group LLC
15,947$514.8K0.0%GrowthMediumProvo, UT2026-10-20
Financial Advisory Partners, LLC
15,372$496.2K0.1%ETFVery LowWinter Park, FL2026-10-23
One Way Holdings LLC
15,135$488.6K0.0%CoreMediumFlower Mound, TX2026-10-29
Trust Co
15,037$485.4K0.0%ETFVery LowManhattan, KS2026-10-09
Focus Financial Network, Inc.
14,455$466.6K0.0%ETFLowMinneapolis, MN2026-10-14
Integrated Advisors Network LLC
14,429$465.8K0.0%GrowthMediumDallas, TX2026-10-20
LVZ, Inc.
14,255$460.2K0.0%ETFLowHolland, MI2026-10-20
Braun-Bostich & Associates Inc.
13,558$437.7K0.3%ETFMediumCanonsburg, PA2026-10-20
Y.D. More Investments Ltd
13,492$435.1K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Asset One Wealth Management LLC
13,379$431.9K0.0%GrowthLowBellevue, WA2026-11-02
Curbstone Financial Management Corp
13,150$424.5K0.1%CoreLowManchester, NH2026-10-21
JBR Co Financial Management Inc
13,100$436.4K0.2%GrowthLowArdmore, OK2026-10-13
Elevated Financial Group LLC
12,941$417.7K0.1%ETFMediumIndianapolis, IN2026-10-16
Juncture Wealth Strategies, LLC
12,870$415.4K0.1%ETFLowScottsdale, AZ2026-10-06
Avior Wealth Management, LLC
12,469$402.5K0.0%ETFMediumOmaha, NE2026-10-13
Perryman Financial Advisory Inc
12,457$402.1K0.1%GrowthVery LowDallas, TX2026-10-16
Total Clarity Wealth Management, Inc.
12,378$399.6K0.1%ETFMediumSt. Charles, IL2026-10-26
RFG Advisory, LLC
12,071$389.6K0.0%ETFMediumBirmingham, AL2026-11-03
Verus Capital Partners, LLC
12,067$389.5K0.0%GrowthLowScottsdale, AZ2026-11-03
Gerber Kawasaki Wealth & Investment Management
11,909$384.4K0.0%ETFLowSanta Monica, CA2026-10-29
Alliance Wealth Advisors, LLC
11,685$377.2K0.1%CoreVery LowScranton, PA2026-10-14
Flagstone Financial Management
11,531$372.2K0.1%ETFVery LowLincoln, NE2026-11-05
Elm3 Financial Group, LLC
11,212$361.9K0.2%GrowthMediumAlpharetta, GA2026-10-07
Carter Financial Group, Inc.
11,128$359.2K0.2%GrowthLowBarrington, IL2026-10-21
Wealthcare Capital Partners, LLC
10,673$344.5K0.1%ETFLowWest Chester, PA2026-10-21
SAX Wealth Advisors, LLC
10,647$343.7K0.0%ETFVery LowParsippany, NJ2026-10-13
Integrity Wealth Partners, LLC
10,563$341.0K0.3%ETFN/AWalnut Creek, CA2026-10-14
Valtinson Bruner Financial Planning LLC
10,435$336.8K0.1%ETFLowNew Brighton, MN2026-11-02
Stonehaven Wealth & TAX Solutions, LLC
9,938$320.8K0.3%ETFLowAppleton, WI2026-10-22
Sound Income Strategies, LLC
9,493$306.9K0.0%YieldMediumFt Lauderdale, FL2026-10-09
StoneX Group Inc.
9,472$306.8K0.0%ETFMediumNew York, NY2026-11-03
Grimes & Co Wealth Management, LLC
9,302$300.3K0.0%CoreLowWestborough, MA2026-10-29
Legacy CG, LLC
8,861$286.0K0.1%GrowthHighPlano, TX2026-10-30
Eclectic Associates Inc
8,617$278.2K0.0%ETFVery LowFullerton, CA2026-10-09
Joel Adams & Associates, Inc.
8,559$276.3K0.2%ETFLowAsheville, NC2026-11-02
Badgley Phelps Wealth Managers, LLC
8,204$264.8K0.0%GrowthVery LowSeattle, WA2026-10-22
Balefire, LLC
8,193$264.5K0.0%ETFMediumDallas, TX2026-10-09
TFB Advisors LLC
7,955$256.8K0.1%ETFLowOverland Park, KS2026-11-02
Capstone Wealth Management Group, Inc.
7,951$256.7K0.2%GrowthN/ABend, OR2026-10-19
4Wealth Advisors, Inc.
7,547$243.8K0.2%ETFMediumBurr Ridge, IL2026-10-13
PDS Planning, Inc
7,400$238.9K0.0%IndexVery LowDublin, OH2026-11-03
Diversified Enterprises, LLC
7,231$233.4K0.0%ETFVery LowWilmington, DE2026-10-19
Old Second National Bank of Aurora
6,963$224.8K0.0%CoreLowAurora, IL2026-10-22
Private Wealth Management Group, LLC
6,720$216.9K0.0%ETFLowPrinceton, NJ2026-10-19
Bulwark Capital Corp
6,679$215.6K0.1%ETFMediumFernandina Beach, FL2026-10-13
Midwest Trust Co
6,530$210.8K0.0%CoreLowOverland Park, KS2026-10-22
Phillips Financial Management, LLC
6,353$205.1K0.0%ETFVery LowFort Wayne, IN2026-10-19
Essex LLC
6,279$202.7K0.0%ETFLowDeer Park, IL2026-10-14
Gibbs Wealth Management
6,259$202.0K0.0%CoreLowAlpharetta, GA2026-10-22
Caldwell Trust Co
6,162$198.9K0.0%GrowthLowVenice, FL2026-10-30
James T. Borello RIA
6,132$197.9K0.0%ETFVery LowEast Dundee, IL2026-10-16
Waystone Advisors LLC
6,003$200.9K0.2%ETFLowRedmond, WA2026-10-16
Latitude Advisors, LLC
5,669$183.0K0.1%ETFLowYorkville, IL2026-10-27
CoreCap Advisors, LLC
5,598$180.7K0.0%ETFMediumSouthfield, MI2026-10-08
EverSource Wealth Advisors, LLC
5,208$168.1K0.0%CoreMediumBirmingham, AL2026-11-04
DeDora Capital, Inc.
5,195$167.7K0.0%ETFVery LowNapa, CA2026-10-26
Cape Investment Advisory, Inc.
5,026$162.2K0.0%ETFLowMcdonough, GA2026-10-13
Mather Group, Llc.
4,619$149.1K0.0%ETFMediumChicago, IL2026-10-14
Provenance Wealth Advisors, LLC
4,219$136.2K0.0%ETFLowFort Lauderdale, FL2026-10-30
McCarley & Cook Financial Planners
3,980$128.5K0.1%ETFLowCincinnati, OH2026-10-21
Richardson Financial Services Inc.
3,874$125.1K0.1%GrowthMediumMedway, MA2026-10-30
Wealth Enhancement Trust Services, Inc.
3,700$119.4K0.0%GrowthMediumSioux Falls, SD2026-10-07
Parkside Financial Bank & Trust
3,191$103.0K0.0%CoreVery LowSaint Louis, MO2026-10-27
Parallel Advisors, LLC
3,155$101.8K0.0%IndexLowSan Francisco, CA2026-11-03
Nemes Rush Group LLC
3,077$99.3K0.0%CoreVery LowNovi, MI2026-11-04
Tradewinds Capital Management, LLC
2,057$66.4K0.0%ETFVery HighBellingham, WA2026-10-23
Buck Wealth Strategies, LLC
2,004$64.7K0.0%ValueMediumDenver, CO2026-10-28
Heritage Family Offices, LLP
1,868$60.3K0.0%GrowthHighScottsdale, AZ2026-11-02
Compass Financial Management LLC
1,867$60.3K0.0%CoreN/ATampa, FL2026-10-30
Brown, Lisle Ings, Inc.
1,698$54.8K0.0%CoreVery LowProvidence, RI2026-10-16
PFS Partners, LLC
1,573$50.8K0.0%ETFVery LowMine Hill, NJ2026-10-21
AlphaCore Capital LLC
1,343$43.4K0.0%ETFLowLa Jolla, CA2026-11-04
Trust Co of Toledo NA
1,322$42.7K0.0%GrowthVery LowHolland, OH2026-10-16
Loring Wolcott & Coolidge Fiduciary Advisors LLP
1,310$42.3K0.0%GrowthVery LowBoston, MA2026-10-23
Cassaday & Co Wealth Management LLC
1,154$37.3K0.0%ETFVery LowMclean, VA2026-10-27
City State Bank
1,131$36.5K0.0%GrowthVery LowNorwalk, IA2026-10-20
Abound Wealth Management
1,090$35.2K0.0%ETFVery LowFranklin, TN2026-10-26
Creative Financial Designs Inc
990$32.0K0.0%ETFMediumKokomo, IN2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
955$30.8K0.1%GrowthMediumIndianapolis, IN2026-10-14
Signature Equity Partners, LLC
861$27.8K0.0%GrowthMediumColumbus, OH2026-10-29
Wilmington Savings Fund Society, FSB
852$27.5K0.0%CoreLowWilmington, DE2026-10-23
Root Financial Partners, LLC
851$27.5K0.0%ETFMediumEncinitas, CA2026-10-21
United Community Bank
822$26.5K0.0%CoreLowGreenville, SC2026-10-28
RMG Wealth Management LLC
808$26.4K0.0%ETFVery HighPlatteville, WI2026-10-26
MTM Investment Management, LLC
766$24.7K0.0%CoreVery LowSpartanburg, SC2026-10-30
New England Capital Financial Advisors LLC
641$20.7K0.0%ETFLowMeriden, CT2026-11-03
Bangor Savings Bank
625$20.2K0.0%ETFLowBangor, ME2026-10-06
Allspring Global Investments Holdings, LLC
599$19.3K0.0%CoreMediumCharlotte, NC2026-11-04
Go Invest LLC
564$18.2K0.0%ETFN/AWest Jordan, UT2026-10-09
Center for Financial Planning, Inc.
523$16.9K0.0%ETFLowSouthfied, MI2026-10-26
GK Wealth Management LLC
393$12.7K0.0%GARPVery HighReno, NV2026-10-09
Signaturefd, LLC
379$12.2K0.0%IndexLowAtlanta, GA2026-10-23
Family Capital Trust Co
373$12.0K0.0%CoreLowPeabody, MA2026-10-22
Bay Harbor Wealth Management, LLC
349$11.3K0.0%ETFMediumHunt Valley, MD2026-11-03
Westside Investment Management, Inc.
346$11.1K0.0%GrowthLowSanta Monica, CA2026-11-02
Nova Financial LLC
302$9.7K0.0%N/AN/ATucson, AZ2026-11-04
Owl Creek Wealth Partners LLC
280$9.0K0.0%IndexLowGreenwood Village, CO2026-10-20
Tounjian Advisory Partners, LLC
262$8.5K0.0%GrowthHighFort Myers, FL2026-11-04
First Bancorp, Inc
250$8.1K0.0%ValueVery LowDamariscotta, ME2026-10-26
Register Financial Advisors LLC
241$7.8K0.0%GARPLowAtlanta, GA2026-10-23
Archer Investment Corp
237$7.7K0.0%CoreMediumCarmel, IN2026-11-05
Biltmore Family Office, LLC
233$7.5K0.0%GrowthLowCharlotte, NC2026-11-03
Bullock Wealth Management Group
220$7.1K0.0%GrowthLowBloomington, IN2026-10-09
Evolution Wealth Management Inc.
218$7.0K0.0%ETFMediumFort Myers, FL2026-10-28
Vima LLC
206$6.7K0.0%CoreLowTroy, MI2026-10-23
Wolff Wiese Magana LLC
202$6.5K0.0%GrowthLowCarslbad, CA2026-10-15
Pinnacle Bancorp, Inc.
192$6.2K0.0%CoreVery LowBeatrice, NE2026-10-21
Farmers & Merchants Investments Inc
186$6.0K0.0%CoreVery LowLincoln, NE2026-10-22
Ascentis Independent Advisors
176$5.7K0.0%ETFLowDallas, TX2026-11-03
Asset Dedication, LLC
175$5.7K0.0%ETFLowSan Francisco, CA2026-11-03
Reap Financial Group, LLC
169$5.5K0.0%ETFLowAustin, TX2026-11-02
Quest 10 Wealth Builders, Inc.
155$5.0K0.0%ETFLowFuquay-Varina, VA2026-11-02
SYM Financial Corp
154$5.0K0.0%ETFVery LowWinona Lake, IN2026-10-26
SBI Securities Co., Ltd.
152$4.9K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Ashton Thomas Securities, LLC
81$2.6K0.0%ETFMediumRochester, NY2026-10-26
Fairscale Capital, LLC
75$2.5K0.0%GrowthVery LowNashua, NH2026-11-04
Balance Wealth Partners LLC
31$1.0K0.0%ETFMediumWorthington, OH2026-10-27
Networth Advisors, LLC
30$9830.0%ETFMediumCanonsburg, PA2026-11-03
Signature Resources Capital Management, LLC
17$5490.0%ETFLowNewport Beach, CA2026-10-16
Kingdom Financial Group Llc.
17$5530.0%ETFMediumPeoria, AZ2026-11-04
Planning Strategies Inc.
11$3550.0%ETFN/ALancaster, PA2026-10-02
MJT & Associates Financial Advisory Group, Inc.
9$2620.0%ETFLowMontevideo, MN2026-10-07
Raleigh Capital Management Inc.
1$290.0%CoreMediumCary, NC2026-10-28
Morling Financial Advisors, LLC
1$290.0%ETFLowFremont, CA2026-10-28
Harel Insurance Investments & Financial Services Ltd.
1$00.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Central Bank of Brazil
0$00.0%N/AN/ABrasilia Df, Finland2026-11-04