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CUSIP: 78464A631 | NYSE | 1215 institutional holders

Quarters

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

Howard Capital Management Group, LLC185,014
2.5% of portfolio›$42.8M
Commonwealth Equity Services, LLC165,088
0.0% of portfolio›$38.2M
Enclave Advisors LLC139,816
4.1% of portfolio›$32.3M
Gerber Kawasaki Wealth & Investment Management128,369
0.8% of portfolio›$29.7M
Cambridge Investment Research Advisors, Inc.112,009
0.0% of portfolio›$25.9K
Cumberland Advisors Inc69,827
5.8% of portfolio›$16.1M
Confluence Investment Management LLC63,282
0.2% of portfolio›$14.6M
Wespac Advisors SoCal, LLC51,543
2.2% of portfolio›$11.9M
Armstrong Advisory Group, Inc48,916
0.7% of portfolio›$11.3M
Allspring Global Investments Holdings, LLC43,969
0.0% of portfolio›$10.2M
Kestra Advisory Services, LLC37,554
0.0% of portfolio›$8.7M
CoreCap Advisors, LLC34,065
0.2% of portfolio›$7.9M
Y.D. More Investments Ltd32,742
0.2% of portfolio›$7.6M
Congress Asset Management Co32,677
0.0% of portfolio›$7.6M
Bourgeon Capital Management LLC32,589
1.1% of portfolio›$7.5M
Avior Wealth Management, LLC32,587
0.2% of portfolio›$7.5M
Southern Capital Services Inc30,289
4.0% of portfolio›$7.0M
Thrivent Financial for Lutherans30,107
0.0% of portfolio›$7.0K
Kraft, Davis & Associates, LLC29,522
1.4% of portfolio›$6.6M
Madrona Financial Services, LLC29,231
1.0% of portfolio›$6.8M
Citizens Financial Group Inc28,678
0.1% of portfolio›$6.6M
Creative Planning23,680
0.0% of portfolio›$5.5M
Perigon Wealth Management, LLC23,008
0.1% of portfolio›$5.3M
Truist Financial Corp22,483
0.0% of portfolio›$5.2M
McGuire Investment Group, LLC20,388
0.4% of portfolio›$4.7M
Viewpoint Investment Partners Corp19,582
1.5% of portfolio›$4.7M
Hobart Private Capital, LLC18,357
0.7% of portfolio›$4.2M
Fifth Third Securities, Inc.17,052
0.2% of portfolio›$3.9M
Lido Advisors, LLC16,882
0.0% of portfolio›$3.9M
Pinnacle Associates LTD16,842
0.0% of portfolio›$3.9M
Wealth Enhancement Advisory Services, LLC16,673
0.0% of portfolio›$3.8M
Innealta Capital, LLC15,287
1.9% of portfolio›$3.5M
Cornerstone Wealth Management, LLC14,970
0.1% of portfolio›$3.5M
Signature Estate & Investment Advisors LLC13,753
0.1% of portfolio›$3.2M
Kestra Private Wealth Services, LLC13,054
0.0% of portfolio›$3.0M
Oppenheimer & Co Inc13,012
0.0% of portfolio›$3.0M
Yelin Lapidot Holdings Management Ltd.12,500
0.5% of portfolio›$2.9M
Fifth Third Bancorp12,414
0.0% of portfolio›$2.9M
Keystone Global Partners, LLC12,173
1.0% of portfolio›$2.8M
NovaPoint Capital, LLC12,086
0.6% of portfolio›$2.8M
WealthSpring Partners, LLC11,872
2.9% of portfolio›$2.7M
Spinnaker Investment Group, LLC11,829
0.4% of portfolio›$2.7M
FFG Partners, LLC11,441
0.8% of portfolio›$2.6M
Park Avenue Securities LLC10,787
0.0% of portfolio›$2.5K
Retirement Planning Group, LLC10,670
0.1% of portfolio›$2.5M
J.W. Cole Advisors, Inc.10,542
0.0% of portfolio›$2.4M
Bank of New York Mellon Corp10,263
0.0% of portfolio›$2.4M
Clarus Wealth Advisors9,831
0.8% of portfolio›$2.2M
D.A. Davidson & Co.9,754
0.0% of portfolio›$2.3M
Global View Capital Management LLC9,740
0.5% of portfolio›$2.3M
Purewater Capital LLC9,479
1.7% of portfolio›$2.2M
SeaCrest Wealth Management, LLC9,227
0.2% of portfolio›$2.1M
IFP Advisors, Inc9,081
0.0% of portfolio›$2.1M
Anson Capital, Inc.9,039
1.4% of portfolio›$2.1M
Acorn Wealth Advisors, LLC8,907
0.5% of portfolio›$2.1M
Madden Securities Corp8,510
0.5% of portfolio›$2.0M
White Pine Investment Co7,901
0.0% of portfolio›$1.8K
Meitav Investment House LTD7,847
0.0% of portfolio›$1.8M
Flagstar Securities, Inc7,692
0.5% of portfolio›$1.8M
Buska Wealth Management, LLC7,576
0.6% of portfolio›$1.8M
SFI Advisors, LLC7,062
1.3% of portfolio›$1.6M
Brookstone Capital Management6,889
0.0% of portfolio›$1.6M
Krilogy Financial LLC6,520
0.0% of portfolio›$1.5M
Avid Wealth Partners LLC6,225
0.7% of portfolio›$1.4M
Provenance Wealth Advisors, LLC6,209
0.1% of portfolio›$1.4M
Evolution Wealth Advisors, LLC6,170
0.1% of portfolio›$1.4M
Formidable Asset Management, LLC6,141
0.3% of portfolio›$1.7M
Northland Securities, Inc.6,048
0.8% of portfolio›$1.4M
Accurate Wealth Management, LLC5,850
0.1% of portfolio›$1.3M
WealthBridge Capital Management, LLC5,614
0.3% of portfolio›$1.3M
B. Riley Wealth Advisors, Inc.5,611
0.1% of portfolio›$1.3M
HBW Advisory Services LLC5,509
0.1% of portfolio›$1.3M
Security Financial Services, Inc.5,506
0.2% of portfolio›$1.3M
Strategy Asset Managers LLC5,425
0.2% of portfolio›$1.3M
Y-Intercept (Hong Kong) Ltd5,353
0.0% of portfolio›$1.2M
Powell Investment Advisors, LLC5,023
0.4% of portfolio›$1.2M
BIP Wealth, LLC4,922
0.0% of portfolio›$1.1M
First Growth Capital LLC4,819
0.9% of portfolio›$1.1M
Meixler Investment Management, Ltd.4,792
0.6% of portfolio›$1.1M
Buttonwood Financial Group, LLC4,716
0.6% of portfolio›$1.1M
WBH Advisory Inc4,560
0.1% of portfolio›$1.1M
Investment Management Trust, LLC4,369
0.9% of portfolio›$1.0M
MGO One Seven LLC4,284
0.0% of portfolio›$990.7K
Citigroup Inc4,148
0.0% of portfolio›$959.2K
Spire Wealth Management4,142
0.0% of portfolio›$957.9K
Visionary Wealth Advisors4,113
0.0% of portfolio›$951.1K
WBI Investments, LLC4,101
0.2% of portfolio›$948.4K
Signature Equity Partners, LLC3,918
0.3% of portfolio›$906.1K
Concurrent Investment Advisors, LLC3,904
0.0% of portfolio›$902.7K
ShoreHaven Wealth Partners, LLC3,856
0.3% of portfolio›$891.7K
US Bancorp \de\3,832
0.0% of portfolio›$886.2K
Sound Financial Strategies Group, LLC3,801
0.6% of portfolio›$879.0K
Vise Technologies, Inc.3,775
0.0% of portfolio›$873.1K
PFG Advisors3,760
0.0% of portfolio›$869.6K
Avalon Capital Management3,721
0.2% of portfolio›$860.5K
Old National Bancorp3,666
0.0% of portfolio›$847.8K
Balboa Wealth Partners3,628
0.1% of portfolio›$839.0K
International Assets Investment Management, LLC3,562
0.0% of portfolio›$825.0K
Founders Financial Securities LLC3,542
0.0% of portfolio›$819.1K
Apollon Wealth Management, LLC3,523
0.0% of portfolio›$814.8K
BLB&B Advisors, LLC3,498
0.0% of portfolio›$808.9K
Lanark Financial, Inc.3,480
0.1% of portfolio›$804.7K
Cpwa, LLC3,448
0.8% of portfolio›$777.7K
Meridian Wealth Management, LLC3,410
0.0% of portfolio›$788.5K
Sowell Financial Services LLC3,400
0.0% of portfolio›$786.2K
Riverbridge Partners LLC3,311
0.0% of portfolio›$765.7K
Focus Financial Network, Inc.3,309
0.0% of portfolio›$765.2K
KCM Investment Advisors LLC3,256
0.0% of portfolio›$752.9K
Cap Partners, LLC3,192
0.3% of portfolio›$738.2K
Onyx Bridge Wealth Group LLC3,142
0.1% of portfolio›$726.6K
WJ Wealth Management, LLC3,050
0.3% of portfolio›$705.3K
Salem Investment Counselors Inc3,000
0.0% of portfolio›$693.8K
First Horizon Corp2,996
0.0% of portfolio›$692.8K
Teamwork Financial Advisors, LLC2,980
0.1% of portfolio›$689.1K
Independent Financial Group, LLC2,933
0.0% of portfolio›$678.3K
Quadrant Private Wealth Management, LLC2,896
0.1% of portfolio›$669.7K
Patten & Patten Inc2,844
0.0% of portfolio›$657.7K
Murphy & Mullick Capital Management Corp2,825
0.4% of portfolio›$653.3K
Kingswood Wealth Advisors, LLC2,762
0.0% of portfolio›$638.8K
McKinley Carter Wealth Services, Inc.2,699
0.0% of portfolio›$624.1K
Farther Finance Advisors, LLC2,626
0.0% of portfolio›$607.3K
Guerra PAN Advisors, LLC2,590
0.3% of portfolio›$578.3K
Schear Investment Advisers, LLC2,581
0.1% of portfolio›$596.9K
Tempo Wealth, LLC2,581
0.1% of portfolio›$596.9K
Missouri Trust & Investment Co2,570
0.2% of portfolio›$594.3K
Rubicon Advisors, GP2,554
0.4% of portfolio›$590.6K
Prime Capital Investment Advisors, LLC2,519
0.0% of portfolio›$582.6K
King Luther Capital Management Corp2,500
0.0% of portfolio›$578.1K
VestGen Advisors, LLC2,491
0.0% of portfolio›$576.0K
Advisory Solutions Group, LLC2,457
0.1% of portfolio›$568.1K
HB Wealth Management, LLC2,448
0.0% of portfolio›$566.1K
Somerset Trust Co2,442
0.2% of portfolio›$564.7K
Integrity Alliance, Llc.2,435
0.0% of portfolio›$563.2K
Breakthru Advisory Services, LLC2,421
1.9% of portfolio›$559.9K
Brady Martz Wealth Solutions, LLC2,392
0.1% of portfolio›$553.2K
StoneX Group Inc.2,292
0.0% of portfolio›$555.2K
Trust Co of Toledo NA2,263
0.0% of portfolio›$523.3K
Acorn Financial Advisory Services Inc2,224
0.1% of portfolio›$514.4K
Pinnacle Wealth Management Advisory Group, LLC2,222
0.0% of portfolio›$513.8K
Flagship Harbor Advisors, LLC2,213
0.0% of portfolio›$511.7K
Certified Advisory Corp2,201
0.0% of portfolio›$508.9K
Sovran Advisors, LLC2,196
0.0% of portfolio›$516.7K
Triad Wealth Partners, LLC2,166
0.0% of portfolio›$500.9K
Armbruster Capital Management, Inc.2,160
0.1% of portfolio›$499.5K
Wedbush Securities Inc2,148
0.0% of portfolio›$497
Choreo, LLC2,135
0.0% of portfolio›$493.8K
Bright Financial Advisors, Inc.2,115
0.2% of portfolio›$489.1K
Spectrum Wealth Advisory Group, LLC2,018
0.1% of portfolio›$466.6K
New England Private Wealth Advisors LLC2,014
0.0% of portfolio›$465.8K
Clear Creek Financial Management, LLC1,988
0.0% of portfolio›$459.7K
Fiduciary Alliance LLC1,970
0.0% of portfolio›$455.6K
TD Waterhouse Canada Inc.1,941
0.0% of portfolio›$449.7K
Obermeyer Wealth Partners1,885
0.0% of portfolio›$435.9K
Colton Groome Financial Advisors, LLC1,853
0.1% of portfolio›$428.5K
Objective Capital Management, LLC1,837
0.4% of portfolio›$424.8K
Asset One Wealth Management LLC1,830
0.0% of portfolio›$423.1K
Ashton Thomas Private Wealth, LLC1,816
0.0% of portfolio›$420.1K
Cyndeo Wealth Partners, LLC1,810
0.0% of portfolio›$418.5K
BostonPremier Wealth LLC1,767
0.2% of portfolio›$408.7K
Newport Capital Group, LLC1,763
0.3% of portfolio›$460.8K
Sculati Wealth Management, LLC1,757
0.1% of portfolio›$396.4K
Shepherd Financial Partners LLC1,753
0.0% of portfolio›$405.4K
Simplex Trading, LLC1,752
0.0% of portfolio›$405.2K
Joseph P. Lucia & Associates, LLC1,749
0.1% of portfolio›$404.4K
Marin Bay Wealth Advisors, LLC1,715
0.2% of portfolio›$396.8K
NWF Advisory Services Inc.1,691
0.0% of portfolio›$391.0K
M Wealth Management, LLC1,670
0.3% of portfolio›$386.2K
Root Financial Partners, LLC1,638
0.0% of portfolio›$378.9K
Associated Banc-Corp1,638
0.0% of portfolio›$378.8K
Wealthcare Advisory Partners LLC1,635
0.0% of portfolio›$378.2K
RFG Advisory, LLC1,629
0.0% of portfolio›$376.7K
Kraematon Investment Advisors, Inc1,581
0.3% of portfolio›$365.6K
Ascent Group, LLC1,579
0.0% of portfolio›$365.1K
Ryan Investment Management, Inc.1,570
0.2% of portfolio›$363.1K
HUB Investment Partners, LLC1,566
0.0% of portfolio›$362.1K
Foresight Capital Management Advisors, Inc.1,552
0.2% of portfolio›$359.0K
Herbst Group, LLC1,540
0.2% of portfolio›$356.1K
Claro Advisors Inc.1,524
0.0% of portfolio›$352.5K
Crescent Grove Advisors, LLC1,507
0.0% of portfolio›$348.6K
OpenArc Corporate Advisory, LLC1,492
0.0% of portfolio›$345.0K
PKS Advisory Services, LLC1,475
0.1% of portfolio›$418.9K
Signal Advisors Wealth, LLC1,458
0.0% of portfolio›$337.2K
Sterling Investment Advisors, Ltd.1,450
0.1% of portfolio›$335.3K
FSA Investment Group, LLC1,416
0.1% of portfolio›$327.5K
Cypress Asset Management Inc1,396
0.1% of portfolio›$322.8K
Crescent Sterling, Ltd.1,393
0.3% of portfolio›$322.1K
VVR Holdings LLC1,389
0.1% of portfolio›$321.1K
Ritholtz Wealth Management1,380
0.0% of portfolio›$319.1K
Atria Investments, Inc1,361
0.0% of portfolio›$314.8K
United Advisor Group, LLC1,358
0.0% of portfolio›$314.0K
Independent Wealth Advisors LLC1,333
0.3% of portfolio›$308.2K
Prosperity Financial Group, Inc.1,320
0.1% of portfolio›$305.3K
Wespac Advisors, LLC1,317
0.2% of portfolio›$304.6K
Kingdom Financial Group Llc.1,316
0.1% of portfolio›$304.2K
Arthur M. Cohen & Associates, LLC1,314
0.0% of portfolio›$303.9K
Integrated Advisors Network LLC1,308
0.0% of portfolio›$302.5K
Pension & Wealth Management Advisors, Inc.1,300
0.1% of portfolio›$300.6K
Jericho Financial, LLP1,299
0.1% of portfolio›$300.4K
FAI Advisors, Inc.1,290
0.1% of portfolio›$298.3K
Blue Bell Private Wealth Management, LLC1,288
0.0% of portfolio›$297.9K
Millennium Capital Advisors, LLC1,250
0.2% of portfolio›$289.1K
Prospera Financial Services Inc1,250
0.0% of portfolio›$284.6K
Strategic Blueprint, LLC1,245
0.0% of portfolio›$287.9K
TSA Wealth Managment LLC1,236
0.1% of portfolio›$285.8K
Capital Investment Advisors, LLC1,190
0.0% of portfolio›$275.3K
Total Clarity Wealth Management, Inc.1,184
0.1% of portfolio›$273.8K
Dynamic Advisor Solutions LLC1,159
0.0% of portfolio›$268.1K
Baker Ellis Asset Management LLC1,150
0.0% of portfolio›$265.9K
WealthPlan Investment Management, LLC1,136
0.0% of portfolio›$262.7K
Heritage Family Offices, LLP1,109
0.1% of portfolio›$256.5K
Principle Wealth Partners LLC1,087
0.0% of portfolio›$251.5K
Blue Trust, Inc.1,077
0.0% of portfolio›$249.1K
AlphaCore Capital LLC1,070
0.0% of portfolio›$247.4K
Bryn Mawr Trust Advisors, LLC1,050
0.0% of portfolio›$242.8K
Kestra Investment Management, LLC1,049
0.0% of portfolio›$242.6K
Evanson Financial, LLC1,042
0.0% of portfolio›$241.0K
HF Advisory Group, LLC1,023
0.1% of portfolio›$236.7K
Accelerate Investment Advisors LLC1,019
0.1% of portfolio›$235.7K
Chapman Financial Group, LLC1,006
0.2% of portfolio›$232.7K
Davenport & Co LLC995
0.0% of portfolio›$230.1K
Sound Income Strategies, LLC994
0.0% of portfolio›$225.5K
Kuhn & Co Investment Counsel993
0.1% of portfolio›$229.6K
CFS Investment Advisory Services, LLC985
0.0% of portfolio›$230.1K
Inspirion Wealth Advisors, LLC985
0.0% of portfolio›$227.9K
Insight Wealth Partners, LLC959
0.0% of portfolio›$221.8K
Meridian Financial Advisors, LLC950
0.1% of portfolio›$219.7K
Redhawk Wealth Advisors, Inc.941
0.0% of portfolio›$217.7K
Diversify Wealth Management, LLC927
0.0% of portfolio›$208.4K
Diversify Advisory Services, LLC927
0.0% of portfolio›$208.4K
Global Assets Advisory, LLC910
0.0% of portfolio›$211.0K
CWA Asset Management Group, LLC908
0.0% of portfolio›$210.1K
Indivisible Partners904
0.0% of portfolio›$209.1K
Capital Management Associates, Inc900
0.0% of portfolio›$208.1K
Stevens Capital Partners898
0.0% of portfolio›$207.6K
Gables Capital Management Inc.893
0.1% of portfolio›$206.5K
Crestwood Advisors Group, LLC890
0.0% of portfolio›$205.8K
Eagle Strategies LLC890
0.0% of portfolio›$205.8K
Heritage Wealth Management, Inc.884
0.1% of portfolio›$204.4K
South Shore Capital Advisors879
0.1% of portfolio›$203.3K
Motive Wealth Advisors878
0.1% of portfolio›$203.0K
Mission Wealth Management, LP877
0.0% of portfolio›$202.8K
Sage Capital Advisors,llc875
0.0% of portfolio›$202.3K
Mascoma Wealth Management LLC865
0.0% of portfolio›$200.1K
Private Trust Co NA724
0.0% of portfolio›$167.4K
Larson Financial Group LLC673
0.0% of portfolio›$155.6K
Parallel Advisors, LLC653
0.0% of portfolio›$150.9K
Nfsg Corp640
0.0% of portfolio›$147.9K
Valley National Advisers Inc625
0.0% of portfolio›$144.5K
Capital Advisors, Ltd. LLC618
0.0% of portfolio›$143
Biltmore Family Office, LLC565
0.0% of portfolio›$130.7K
Ascentis Independent Advisors553
0.0% of portfolio›$127.8K
Creative Financial Designs Inc537
0.0% of portfolio›$124.3K
Harel Insurance Investments & Financial Services Ltd.532
0.0% of portfolio›$123
Rossby Financial, LCC519
0.0% of portfolio›$120.0K
Adkins Seale Capital Management LLC500
0.1% of portfolio›$115.6K
Intesa Sanpaolo Wealth Management480
0.0% of portfolio›$111.0K
Bullock Wealth Management Group440
0.0% of portfolio›$101.9K
Belvedere Trading LLC407
0.0% of portfolio›$94.1K
Compass Financial Management LLC402
0.0% of portfolio›$93.0K
Plante Moran Financial Advisors, LLC298
0.0% of portfolio›$68.9K
Glass Jacobson Investment Advisors llc280
0.0% of portfolio›$64.8K
Dhjj Financial Advisors, Ltd.272
0.0% of portfolio›$62.9K
Toth Financial Advisory Corp260
0.0% of portfolio›$60.1K
Roxbury Financial LLC256
0.0% of portfolio›$59.2K
Thurston, Springer, Miller, Herd & Titak, Inc.244
0.1% of portfolio›$56.4K
Assetmark, Inc236
0.0% of portfolio›$54.6K
Center for Financial Planning, Inc.230
0.0% of portfolio›$53.2K
Cdkv Holdings LLC230
0.0% of portfolio›$53.2K
North Point Portfolio Managers Corp215
0.0% of portfolio›$49.7K
Key FInancial Inc206
0.0% of portfolio›$47.6K
GK Wealth Management LLC206
0.0% of portfolio›$47.7K
Barrett & Company, Inc.203
0.0% of portfolio›$46.8K
Latitude Advisors, LLC200
0.0% of portfolio›$46.3K
Beacon Investment Advisory Services, Inc.188
0.0% of portfolio›$43.5K
Westside Investment Management, Inc.175
0.0% of portfolio›$40.5K
Signature Resources Capital Management, LLC170
0.0% of portfolio›$39.3K
Mather Group, Llc.167
0.0% of portfolio›$38.6K
Golden State Wealth Management, LLC155
0.0% of portfolio›$35.8K
Milestone Investment Advisors LLC136
0.0% of portfolio›$31.5K
Manchester Capital Management LLC100
0.0% of portfolio›$23.4K
Caldwell Trust Co100
0.0% of portfolio›$23.1K
Fortitude Family Office, LLC100
0.0% of portfolio›$23.1K
Harbor Investment Advisory, LLC100
0.0% of portfolio›$23.1K
Hilltop National Bank100
0.0% of portfolio›$23.1K
Edgemoor Investment Advisors, Inc.100
0.0% of portfolio›$23.1K
Evolution Wealth Management Inc.93
0.0% of portfolio›$21.5K
Vision Financial Markets LLC92
0.0% of portfolio›$21.2K
EverSource Wealth Advisors, LLC81
0.0% of portfolio›$18.7K
Investors Research Corp80
0.0% of portfolio›$18.5K
Burk Holdings LLC79
0.0% of portfolio›$18.3K
First Command Advisory Services, Inc.73
0.0% of portfolio›$16.9K
Silver Grove Financial Group, Inc.71
0.0% of portfolio›$16.4K
Nvwm, LLC69
0.0% of portfolio›$16.0K
Bear Mountain Capital, Inc.68
0.0% of portfolio›$15.2K
Torren Management, LLC60
0.0% of portfolio›$13.9K
Financial Perspectives, Inc59
0.0% of portfolio›$13.7K
Kroeger Financial Partners58
0.0% of portfolio›$13.4K
Wagner Wealth Management, LLC56
0.0% of portfolio›$13.0K
Capital Investment Advisory Services, LLC52
0.0% of portfolio›$12.0K
Adirondack Trust Co45
0.0% of portfolio›$10.4K
WPG Advisers, LLC45
0.0% of portfolio›$10.4K
Central Trust Co43
0.0% of portfolio›$9.9K
Nova Financial LLC35
0.0% of portfolio›$8.1K
Montag A & Associates Inc34
0.0% of portfolio›$7.9K
Meriwether Wealth & Planning, LLC33
0.0% of portfolio›$7.6K
CX Institutional32
0.0% of portfolio›$7
Abound Wealth Management28
0.0% of portfolio›$6.5K
Highline Wealth Partners LLC27
0.0% of portfolio›$6.3K
Go Invest LLC27
0.0% of portfolio›$6.3K
Global Trust Asset Management, LLC22
0.0% of portfolio›$5.1K
Pinnacle Bancorp, Inc.22
0.0% of portfolio›$5.1K
Bank of New Hampshire21
0.0% of portfolio›$4.9K
Financially Speaking Inc20
0.0% of portfolio›$4.6K
Gamma Investing LLC18
0.0% of portfolio›$4.2K
Strategic Advocates LLC17
0.0% of portfolio›$3.9K
North Star Investment Management Corp.15
0.0% of portfolio›$3.5K
RHL Group, LLC15
0.0% of portfolio›$3.5K
Cape Investment Advisory, Inc.14
0.0% of portfolio›$3.2K
Central Pacific Bank - Trust Division13
0.0% of portfolio›$3.0K
Cherry Tree Wealth Management, LLC12
0.0% of portfolio›$2.8K
Key Capital Management, Inc11
0.0% of portfolio›$2.5K
Signaturefd, LLC10
0.0% of portfolio›$2.3K
Triumph Capital Management10
0.0% of portfolio›$2.3K
Cedar Mountain Advisors, LLC9
0.0% of portfolio›$2.1K
Aventus Investment Advisors, Inc.9
0.0% of portfolio›$2.1K
Ashton Thomas Securities, LLC9
0.0% of portfolio›$2.1K
Ashurst Perkins Coie Trust Co8
0.0% of portfolio›$1.9K
Next Level Wealth Planning, LLC8
0.0% of portfolio›$1.9K
Reyes Financial Architecture, Inc.8
0.0% of portfolio›$1.9K
Moisand Fitzgerald Tamayo, LLC6
0.0% of portfolio›$1.4K
Essential Partners LLC5
0.0% of portfolio›$1.2K
Farmers & Merchants Trust Co of Chambersburg PA4
0.0% of portfolio›$1
PFS Partners, LLC4
0.0% of portfolio›$927
Creative Capital Management Investments LLC4
0.0% of portfolio›$925
Washington Trust Advisors, Inc.2
0.0% of portfolio›$565
Sage Mountain Advisors LLC2
0.0% of portfolio›$463
Salomon & Ludwin, LLC2
0.0% of portfolio›$463
Prairie Wealth Advisors, Inc.0
0.1% of portfolio›$491.4K
StyleTurnoverLocationFiled
Howard Capital Management Group, LLC
185,014$42.8M2.5%GrowthVery LowLos Angeles, CA2026-10-16
Commonwealth Equity Services, LLC
165,088$38.2M0.0%ETFLowWaltham, MA2026-11-02
Enclave Advisors LLC
139,816$32.3M4.1%ETFMediumAustin, TX2026-10-14
Gerber Kawasaki Wealth & Investment Management
128,369$29.7M0.8%ETFLowSanta Monica, CA2026-10-29
Cambridge Investment Research Advisors, Inc.
112,009$25.9K0.0%ETFLowFairfield, IA2026-11-02
Cumberland Advisors Inc
69,827$16.1M5.8%ETFVery LowSarasota, FL2026-10-30
Confluence Investment Management LLC
63,282$14.6M0.2%ValueMediumSt. Louis, MO2026-10-01
Wespac Advisors SoCal, LLC
51,543$11.9M2.2%GrowthMediumPasadena, CA2026-10-13
Armstrong Advisory Group, Inc
48,916$11.3M0.7%ETFHighNeedham, MA2026-10-09
Allspring Global Investments Holdings, LLC
43,969$10.2M0.0%CoreMediumCharlotte, NC2026-11-04
Kestra Advisory Services, LLC
37,554$8.7M0.0%CoreLowAustin, TX2026-11-02
CoreCap Advisors, LLC
34,065$7.9M0.2%ETFMediumSouthfield, MI2026-10-08
Y.D. More Investments Ltd
32,742$7.6M0.2%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Congress Asset Management Co
32,677$7.6M0.0%GrowthMediumBoston, MA2026-10-06
Bourgeon Capital Management LLC
32,589$7.5M1.1%CoreMediumDarien, CT2026-10-19
Avior Wealth Management, LLC
32,587$7.5M0.2%ETFMediumOmaha, NE2026-10-13
Southern Capital Services Inc
30,289$7.0M4.0%ETFMediumDaphne, AL2026-10-19
Thrivent Financial for Lutherans
30,107$7.0K0.0%GARPMediumMinneapolis, MN2026-11-05
Kraft, Davis & Associates, LLC
29,522$6.6M1.4%ETFMediumSt. Louis, MO2026-10-21
Madrona Financial Services, LLC
29,231$6.8M1.0%ETFLowEverett, WA2026-10-23
Citizens Financial Group Inc
28,678$6.6M0.1%GrowthLowProvidence, RI2026-10-23
Creative Planning
23,680$5.5M0.0%IndexVery LowOverland Park, KS2026-11-02
Perigon Wealth Management, LLC
23,008$5.3M0.1%GrowthLowSan Francisco, CA2026-10-22
Truist Financial Corp
22,483$5.2M0.0%CoreLowCharlotte, NC2026-10-30
McGuire Investment Group, LLC
20,388$4.7M0.4%Agg GrowthLowWakefield, RI2026-10-23
Viewpoint Investment Partners Corp
19,582$4.7M1.5%ValueMediumCalgary, Abu Dhabi2026-10-26
Hobart Private Capital, LLC
18,357$4.2M0.7%ETFMediumCharlotte, NC2026-10-19
Fifth Third Securities, Inc.
17,052$3.9M0.2%ETFLowCincinnati, OH2026-10-21
Lido Advisors, LLC
16,882$3.9M0.0%GrowthLowLos Angeles, CA2026-11-04
Pinnacle Associates LTD
16,842$3.9M0.0%CoreLowNew York, NY2026-10-20
Wealth Enhancement Advisory Services, LLC
16,673$3.8M0.0%CoreLowPlymouth, MN2026-10-13
Innealta Capital, LLC
15,287$3.5M1.9%ETFMediumAustin, TX2026-11-02
Cornerstone Wealth Management, LLC
14,970$3.5M0.1%ETFVery LowSt. Peters, MO2026-11-04
Signature Estate & Investment Advisors LLC
13,753$3.2M0.1%ETFMediumLos Angeles, CA2026-10-13
Kestra Private Wealth Services, LLC
13,054$3.0M0.0%GrowthLowAustin, TX2026-10-30
Oppenheimer & Co Inc
13,012$3.0M0.0%CoreLowNew York, NY2026-10-26
Yelin Lapidot Holdings Management Ltd.
12,500$2.9M0.5%GARPLowTel Aviv, Luxembourg2026-10-26
Fifth Third Bancorp
12,414$2.9M0.0%IndexVery LowCincinnati, OH2026-11-05
Keystone Global Partners, LLC
12,173$2.8M1.0%ETFMediumDenver, CO2026-10-13
NovaPoint Capital, LLC
12,086$2.8M0.6%CoreLowAtlanta, GA2026-10-22
WealthSpring Partners, LLC
11,872$2.7M2.9%ETFLowLong Beach, CA2026-10-14
Spinnaker Investment Group, LLC
11,829$2.7M0.4%ETFLowNewport Beach, CA2026-10-13
FFG Partners, LLC
11,441$2.6M0.8%MomentumHighFort Lauderdale, FL2026-10-15
Park Avenue Securities LLC
10,787$2.5K0.0%ETFMediumNew York, NY2026-10-26
Retirement Planning Group, LLC
10,670$2.5M0.1%ETFVery LowLeawood, KS2026-10-19
J.W. Cole Advisors, Inc.
10,542$2.4M0.0%IndexLowTampa, FL2026-11-05
Bank of New York Mellon Corp
10,263$2.4M0.0%CoreLowNew York, NY2026-11-05
Clarus Wealth Advisors
9,831$2.2M0.8%ETFMediumPeoria, AZ2026-10-13
D.A. Davidson & Co.
9,754$2.3M0.0%CoreLowGreat Falls, MT2026-10-28
Global View Capital Management LLC
9,740$2.3M0.5%ETFHighWaukesha, WI2026-10-28
Purewater Capital LLC
9,479$2.2M1.7%ETFMediumFort Worth, TX2026-10-23
SeaCrest Wealth Management, LLC
9,227$2.1M0.2%GrowthLowPurchase, NY2026-10-21
IFP Advisors, Inc
9,081$2.1M0.0%GrowthLowTampa, FL2026-10-16
Anson Capital, Inc.
9,039$2.1M1.4%ETFLowTyrone, GA2026-10-23
Acorn Wealth Advisors, LLC
8,907$2.1M0.5%ETFLowGrand Blanc, MI2026-10-19
Madden Securities Corp
8,510$2.0M0.5%GrowthMediumDallas, TX2026-10-27
White Pine Investment Co
7,901$1.8K0.0%ETFVery LowLivonia, MI2026-10-15
Meitav Investment House LTD
7,847$1.8M0.0%ETFMediumBene-Beraq, Luxembourg2026-10-28
Flagstar Securities, Inc
7,692$1.8M0.5%ETFVery LowNew York, NY2026-10-15
Buska Wealth Management, LLC
7,576$1.8M0.6%ETFMediumWausau, WI2026-10-08
SFI Advisors, LLC
7,062$1.6M1.3%ETFLowMontclair, NJ2026-10-30
Brookstone Capital Management
6,889$1.6M0.0%ETFMediumWheaton, IL2026-10-22
Krilogy Financial LLC
6,520$1.5M0.0%GrowthLowSt. Louis, MO2026-10-13
Avid Wealth Partners LLC
6,225$1.4M0.7%ETFMediumSan Antonio, TX2026-11-03
Provenance Wealth Advisors, LLC
6,209$1.4M0.1%ETFLowFort Lauderdale, FL2026-10-30
Evolution Wealth Advisors, LLC
6,170$1.4M0.1%ETFLowAventura, FL2026-11-03
Formidable Asset Management, LLC
6,141$1.7M0.3%CoreLowCincinnati, OH2026-11-03
Northland Securities, Inc.
6,048$1.4M0.8%ETFLowMinneapolis, MN2026-11-02
Accurate Wealth Management, LLC
5,850$1.3M0.1%CoreMediumWesley Chapel, FL2026-10-20
WealthBridge Capital Management, LLC
5,614$1.3M0.3%ETFLowWesterville, OH2026-10-16
B. Riley Wealth Advisors, Inc.
5,611$1.3M0.1%GrowthLowMemphis, TN2026-10-13
HBW Advisory Services LLC
5,509$1.3M0.1%ETFMediumSimi Valley, CA2026-10-15
Security Financial Services, Inc.
5,506$1.3M0.2%ETFMediumFort Wayne, IN2026-10-29
Strategy Asset Managers LLC
5,425$1.3M0.2%CoreLowPasadena, CA2026-10-14
Y-Intercept (Hong Kong) Ltd
5,353$1.2M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Powell Investment Advisors, LLC
5,023$1.2M0.4%ETFVery LowMiami, FL2026-10-22
BIP Wealth, LLC
4,922$1.1M0.0%ETFMediumAtlanta, GA2026-10-22
First Growth Capital LLC
4,819$1.1M0.9%GrowthLowPikesville, MD2026-10-15
Meixler Investment Management, Ltd.
4,792$1.1M0.6%YieldMediumShow Low, AZ2026-11-03
Buttonwood Financial Group, LLC
4,716$1.1M0.6%ETFMediumKansas City, MO2026-10-16
WBH Advisory Inc
4,560$1.1M0.1%ETFLowBaltimore, MD2026-11-05
Investment Management Trust, LLC
4,369$1.0M0.9%GrowthN/AFitchburg, MA2026-11-05
MGO One Seven LLC
4,284$990.7K0.0%GrowthLowBeachwood, OH2026-10-28
Citigroup Inc
4,148$959.2K0.0%CoreMediumNew York, NY2026-11-04
Spire Wealth Management
4,142$957.9K0.0%GrowthMediumMclean, VA2026-10-30
Visionary Wealth Advisors
4,113$951.1K0.0%ETFLowO'Fallon, IL2026-11-04
WBI Investments, LLC
4,101$948.4K0.2%ValueVery HighRed Bank, NJ2026-11-05
Signature Equity Partners, LLC
3,918$906.1K0.3%GrowthMediumColumbus, OH2026-10-29
Concurrent Investment Advisors, LLC
3,904$902.7K0.0%GrowthMediumTampa, FL2026-10-16
ShoreHaven Wealth Partners, LLC
3,856$891.7K0.3%ETFMediumRed Bank, NJ2026-10-16
US Bancorp \de\
3,832$886.2K0.0%IndexLowMinneapolis, MN2026-11-05
Sound Financial Strategies Group, LLC
3,801$879.0K0.6%ETFMediumMadison, MS2026-10-30
Vise Technologies, Inc.
3,775$873.1K0.0%IndexLowNew York, NY2026-10-29
PFG Advisors
3,760$869.6K0.0%ETFMediumPhoenix, AZ2026-10-16
Avalon Capital Management
3,721$860.5K0.2%GrowthMediumMenlo Park, CA2026-11-04
Old National Bancorp
3,666$847.8K0.0%CoreLowEvansville, IN2026-10-20
Balboa Wealth Partners
3,628$839.0K0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
International Assets Investment Management, LLC
3,562$825.0K0.0%CoreVery HighOrlando, FL2026-11-02
Founders Financial Securities LLC
3,542$819.1K0.0%ETFMediumTowson, MD2026-10-28
Apollon Wealth Management, LLC
3,523$814.8K0.0%GrowthLowMount Pleasant, SC2026-10-23
BLB&B Advisors, LLC
3,498$808.9K0.0%ETFLowMontgomeryville, PA2026-10-27
Lanark Financial, Inc.
3,480$804.7K0.1%CoreMediumBirmingham, AL2026-10-26
Cpwa, LLC
3,448$777.7K0.8%GrowthN/AHood River, OR2026-11-04
Meridian Wealth Management, LLC
3,410$788.5K0.0%GrowthLowLexington, KY2026-11-05
Sowell Financial Services LLC
3,400$786.2K0.0%CoreLowNorth Little Rock, AR2026-10-23
Riverbridge Partners LLC
3,311$765.7K0.0%GrowthLowMinneapolis, MN2026-11-05
Focus Financial Network, Inc.
3,309$765.2K0.0%ETFLowMinneapolis, MN2026-10-14
KCM Investment Advisors LLC
3,256$752.9K0.0%CoreVery LowGreenbrae, CA2026-10-27
Cap Partners, LLC
3,192$738.2K0.3%ETFLowFranklin, TN2026-10-19
Onyx Bridge Wealth Group LLC
3,142$726.6K0.1%ETFMediumTarrytown, NY2026-10-16
WJ Wealth Management, LLC
3,050$705.3K0.3%ETFMediumGlendale, AZ2026-11-03
Salem Investment Counselors Inc
3,000$693.8K0.0%GrowthVery LowWinston-Salem, NC2026-10-13
First Horizon Corp
2,996$692.8K0.0%CoreLowMemphis, TN2026-10-26
Teamwork Financial Advisors, LLC
2,980$689.1K0.1%GrowthHighSan Antonio, TX2026-10-19
Independent Financial Group, LLC
2,933$678.3K0.0%GrowthLowSan Diego, CA2026-10-13
Quadrant Private Wealth Management, LLC
2,896$669.7K0.1%GrowthLowCenter Valley, PA2026-11-04
Patten & Patten Inc
2,844$657.7K0.0%CoreLowChattanooga, TN2026-10-26
Murphy & Mullick Capital Management Corp
2,825$653.3K0.4%GrowthLowSmithtown, NY2026-11-02
Kingswood Wealth Advisors, LLC
2,762$638.8K0.0%GrowthLowSan Diego, CA2026-10-23
McKinley Carter Wealth Services, Inc.
2,699$624.1K0.0%ETFMediumWheeling, WV2026-10-16
Farther Finance Advisors, LLC
2,626$607.3K0.0%IndexLowSan Francisco, CA2026-10-08
Guerra PAN Advisors, LLC
2,590$578.3K0.3%GrowthVery LowMontclair, NJ2026-10-26
Schear Investment Advisers, LLC
2,581$596.9K0.1%Agg GrowthMediumCincinnati, OH2026-10-14
Tempo Wealth, LLC
2,581$596.9K0.1%Agg GrowthLowIndependence, OH2026-10-14
Missouri Trust & Investment Co
2,570$594.3K0.2%CoreVery LowSpringfield, MO2026-11-04
Rubicon Advisors, GP
2,554$590.6K0.4%GrowthMediumRedding, CA2026-10-23
Prime Capital Investment Advisors, LLC
2,519$582.6K0.0%ETFLowOverland Park, KS2026-10-20
King Luther Capital Management Corp
2,500$578.1K0.0%CoreLowFort Worth, TX2026-11-05
VestGen Advisors, LLC
2,491$576.0K0.0%GrowthMediumChicago, IL2026-10-27
Advisory Solutions Group, LLC
2,457$568.1K0.1%ETFN/APlymouth, MN2026-10-14
HB Wealth Management, LLC
2,448$566.1K0.0%IndexVery LowAtlanta, GA2026-10-23
Somerset Trust Co
2,442$564.7K0.2%CoreVery LowSomerset, PA2026-10-13
Integrity Alliance, Llc.
2,435$563.2K0.0%ETFMediumUrbandale, IA2026-10-29
Breakthru Advisory Services, LLC
2,421$559.9K1.9%ETFLowMuskego, WI2026-10-13
Brady Martz Wealth Solutions, LLC
2,392$553.2K0.1%ETFLowGrand Forks, ND2026-11-05
StoneX Group Inc.
2,292$555.2K0.0%ETFMediumNew York, NY2026-11-03
Trust Co of Toledo NA
2,263$523.3K0.0%GrowthVery LowHolland, OH2026-10-16
Acorn Financial Advisory Services Inc
2,224$514.4K0.1%ETFMediumReston, VA2026-11-02
Pinnacle Wealth Management Advisory Group, LLC
2,222$513.8K0.0%GrowthLowRed Bank, NJ2026-10-23
Flagship Harbor Advisors, LLC
2,213$511.7K0.0%ETFMediumBoston, MA2026-10-26
Certified Advisory Corp
2,201$508.9K0.0%ETFLowAltamonte Springs, FL2026-10-29
Sovran Advisors, LLC
2,196$516.7K0.0%ETFMediumSan Diego, CA2026-11-02
Triad Wealth Partners, LLC
2,166$500.9K0.0%ETFMediumLawrence, KS2026-10-26
Armbruster Capital Management, Inc.
2,160$499.5K0.1%ETFVery LowPittsford, NY2026-10-19
Wedbush Securities Inc
2,148$4970.0%CoreLowPasadena, CA2026-10-22
Choreo, LLC
2,135$493.8K0.0%IndexLowRockford, IL2026-10-28
Bright Financial Advisors, Inc.
2,115$489.1K0.2%ETFVery LowPortage, MI2026-10-23
Spectrum Wealth Advisory Group, LLC
2,018$466.6K0.1%ETFMediumGranite Bay, CA2026-10-29
New England Private Wealth Advisors LLC
2,014$465.8K0.0%ETFVery LowWellesley, MA2026-10-19
Clear Creek Financial Management, LLC
1,988$459.7K0.0%ETFMediumSilverdale, WA2026-10-28
Fiduciary Alliance LLC
1,970$455.6K0.0%CoreMediumGreenville, SC2026-10-13
TD Waterhouse Canada Inc.
1,941$449.7K0.0%CoreLowToronto, Australia2026-10-16
Obermeyer Wealth Partners
1,885$435.9K0.0%GrowthLowAspen, CO2026-10-21
Colton Groome Financial Advisors, LLC
1,853$428.5K0.1%ETFLowAsheville, NC2026-10-06
Objective Capital Management, LLC
1,837$424.8K0.4%ETFLowFairlawn, OH2026-10-13
Asset One Wealth Management LLC
1,830$423.1K0.0%GrowthLowBellevue, WA2026-11-02
Ashton Thomas Private Wealth, LLC
1,816$420.1K0.0%CoreMediumScottsdale, AZ2026-11-03
Cyndeo Wealth Partners, LLC
1,810$418.5K0.0%CoreMediumSt. Petersburg, FL2026-10-16
BostonPremier Wealth LLC
1,767$408.7K0.2%ETFVery LowHanover, MA2026-10-16
Newport Capital Group, LLC
1,763$460.8K0.3%ETFHighRed Bank, NJ2026-10-16
Sculati Wealth Management, LLC
1,757$396.4K0.1%CoreLowBloomfield Hills, MI2026-10-19
Shepherd Financial Partners LLC
1,753$405.4K0.0%ETFLowWinchester, MA2026-11-03
Simplex Trading, LLC
1,752$405.2K0.0%CoreVery HighChicago, IL2026-11-04
Joseph P. Lucia & Associates, LLC
1,749$404.4K0.1%ETFVery LowYorktown Heights, NY2026-10-30
Marin Bay Wealth Advisors, LLC
1,715$396.8K0.2%GrowthLowSan Anselmo, CA2026-10-28
NWF Advisory Services Inc.
1,691$391.0K0.0%GARPLowLos Angeles, CA2026-10-19
M Wealth Management, LLC
1,670$386.2K0.3%ETFVery LowSan Diego, CA2026-10-14
Root Financial Partners, LLC
1,638$378.9K0.0%ETFMediumEncinitas, CA2026-10-21
Associated Banc-Corp
1,638$378.8K0.0%CoreLowGreen Bay, WI2026-10-30
Wealthcare Advisory Partners LLC
1,635$378.2K0.0%ETFLowWest Chester, PA2026-10-21
RFG Advisory, LLC
1,629$376.7K0.0%ETFMediumBirmingham, AL2026-11-03
Kraematon Investment Advisors, Inc
1,581$365.6K0.3%MomentumLowBraintree, MA2026-11-02
Ascent Group, LLC
1,579$365.1K0.0%CoreLowVirginia Beach, VA2026-10-30
Ryan Investment Management, Inc.
1,570$363.1K0.2%ETFVery HighBasalt, CO2026-10-20
HUB Investment Partners, LLC
1,566$362.1K0.0%GrowthLowAustin, TX2026-11-03
Foresight Capital Management Advisors, Inc.
1,552$359.0K0.2%CoreMediumSaline, MI2026-10-27
Herbst Group, LLC
1,540$356.1K0.2%GrowthHighWestport, CT2026-10-20
Claro Advisors Inc.
1,524$352.5K0.0%CoreLowBoston, MA2026-11-02
Crescent Grove Advisors, LLC
1,507$348.6K0.0%ETFLowLake Forest, IL2026-10-21
OpenArc Corporate Advisory, LLC
1,492$345.0K0.0%GrowthLowAtlanta, GA2026-10-21
PKS Advisory Services, LLC
1,475$418.9K0.1%ETFMediumAlbany, NY2026-10-26
Signal Advisors Wealth, LLC
1,458$337.2K0.0%ETFLowDetroit, MI2026-10-13
Sterling Investment Advisors, Ltd.
1,450$335.3K0.1%GrowthLowBerwyn, PA2026-10-27
FSA Investment Group, LLC
1,416$327.5K0.1%ETFLowPensacola, FL2026-10-07
Cypress Asset Management Inc
1,396$322.8K0.1%GrowthVery LowHouston, TX2026-10-09
Crescent Sterling, Ltd.
1,393$322.1K0.3%CoreLowMetairie, LA2026-10-16
VVR Holdings LLC
1,389$321.1K0.1%ETFMediumBellingham, WA2026-10-19
Ritholtz Wealth Management
1,380$319.1K0.0%IndexLowNew York, NY2026-11-05
Atria Investments, Inc
1,361$314.8K0.0%CoreMediumCharlotte, NC2026-10-15
United Advisor Group, LLC
1,358$314.0K0.0%ETFLowCincinnati, OH2026-11-03
Independent Wealth Advisors LLC
1,333$308.2K0.3%ETFLowCary, NC2026-10-27
Prosperity Financial Group, Inc.
1,320$305.3K0.1%GrowthMediumSan Ramon, CA2026-10-29
Wespac Advisors, LLC
1,317$304.6K0.2%ETFHighOrinda, CA2026-10-26
Kingdom Financial Group Llc.
1,316$304.2K0.1%ETFMediumPeoria, AZ2026-11-04
Arthur M. Cohen & Associates, LLC
1,314$303.9K0.0%GrowthVery LowNorthbrook, IL2026-10-26
Integrated Advisors Network LLC
1,308$302.5K0.0%GrowthMediumDallas, TX2026-10-20
Pension & Wealth Management Advisors, Inc.
1,300$300.6K0.1%ETFLowWaltham, MA2026-10-16
Jericho Financial, LLP
1,299$300.4K0.1%GrowthLowWesterville, OH2026-10-13
FAI Advisors, Inc.
1,290$298.3K0.1%GrowthLowFarmington Hills, MI2026-10-27
Blue Bell Private Wealth Management, LLC
1,288$297.9K0.0%YieldVery LowBlue Bell, PA2026-10-29
Millennium Capital Advisors, LLC
1,250$289.1K0.2%GrowthLowLittle Rock, AR2026-10-16
Prospera Financial Services Inc
1,250$284.6K0.0%CoreMediumDallas, TX2026-11-04
Strategic Blueprint, LLC
1,245$287.9K0.0%ETFLowAtlanta, GA2026-10-22
TSA Wealth Managment LLC
1,236$285.8K0.1%ETFMediumHouston, TX2026-10-22
Capital Investment Advisors, LLC
1,190$275.3K0.0%CoreLowAtlanta, GA2026-10-22
Total Clarity Wealth Management, Inc.
1,184$273.8K0.1%ETFMediumSt. Charles, IL2026-10-26
Dynamic Advisor Solutions LLC
1,159$268.1K0.0%ETFLowPhoenix, AZ2026-10-13
Baker Ellis Asset Management LLC
1,150$265.9K0.0%GARPVery LowVancouver, WA2026-10-14
WealthPlan Investment Management, LLC
1,136$262.7K0.0%GrowthMediumOmaha, NE2026-10-15
Heritage Family Offices, LLP
1,109$256.5K0.1%GrowthHighScottsdale, AZ2026-11-02
Principle Wealth Partners LLC
1,087$251.5K0.0%CoreVery LowMadison, CT2026-11-02
Blue Trust, Inc.
1,077$249.1K0.0%ETFLowBrentwood, TN2026-10-15
AlphaCore Capital LLC
1,070$247.4K0.0%ETFLowLa Jolla, CA2026-11-04
Bryn Mawr Trust Advisors, LLC
1,050$242.8K0.0%CoreLowPhiladelphia, PA2026-11-04
Kestra Investment Management, LLC
1,049$242.6K0.0%ETFMediumAustin, TX2026-11-04
Evanson Financial, LLC
1,042$241.0K0.0%ETFN/AMclean, VA2026-10-23
HF Advisory Group, LLC
1,023$236.7K0.1%ValueLowAnnapolis, MD2026-10-09
Accelerate Investment Advisors LLC
1,019$235.7K0.1%ETFLowAliso Viejo, CA2026-11-02
Chapman Financial Group, LLC
1,006$232.7K0.2%CoreVery LowHonolulu, HI2026-10-26
Davenport & Co LLC
995$230.1K0.0%CoreMediumRichmond, VA2026-10-14
Sound Income Strategies, LLC
994$225.5K0.0%YieldMediumFt Lauderdale, FL2026-10-09
Kuhn & Co Investment Counsel
993$229.6K0.1%CoreLowChicago, IL2026-10-29
CFS Investment Advisory Services, LLC
985$230.1K0.0%ETFMediumTotowa, NJ2026-10-19
Inspirion Wealth Advisors, LLC
985$227.9K0.0%ETFMediumLibertyville, IL2026-10-09
Insight Wealth Partners, LLC
959$221.8K0.0%ETFLowPlano, TX2026-10-26
Meridian Financial Advisors, LLC
950$219.7K0.1%ETFVery LowHolliston, MA2026-10-14
Redhawk Wealth Advisors, Inc.
941$217.7K0.0%ETFHighMinneapolis, MN2026-10-14
Diversify Wealth Management, LLC
927$208.4K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
927$208.4K0.0%GrowthLowSandy, UT2026-10-20
Global Assets Advisory, LLC
910$211.0K0.0%GrowthHighOrlando, FL2026-10-28
CWA Asset Management Group, LLC
908$210.1K0.0%CoreMediumNaples, FL2026-10-19
Indivisible Partners
904$209.1K0.0%GrowthMediumClearwater, FL2026-10-26
Capital Management Associates, Inc
900$208.1K0.0%ETFLowMinneapolis, MN2026-10-20
Stevens Capital Partners
898$207.6K0.0%ETFVery LowOmaha, NE2026-10-29
Gables Capital Management Inc.
893$206.5K0.1%GrowthVery LowMiami, FL2026-11-04
Crestwood Advisors Group, LLC
890$205.8K0.0%GrowthLowBoston, MA2026-10-27
Eagle Strategies LLC
890$205.8K0.0%ETFLowNew York, NY2026-10-16
Heritage Wealth Management, Inc.
884$204.4K0.1%CoreLowCincinnati, OH2026-10-28
South Shore Capital Advisors
879$203.3K0.1%CoreMediumCohasset, MA2026-10-20
Motive Wealth Advisors
878$203.0K0.1%ETFVery LowBirmingham, MI2026-10-26
Mission Wealth Management, LP
877$202.8K0.0%ETFLowSanta Barbara, CA2026-10-15
Sage Capital Advisors,llc
875$202.3K0.0%CoreLowSioux Falls, SD2026-10-13
Mascoma Wealth Management LLC
865$200.1K0.0%ETFVery LowHanover, NH2026-10-23
Private Trust Co NA
724$167.4K0.0%CoreLowCleveland, OH2026-10-20
Larson Financial Group LLC
673$155.6K0.0%GrowthLowSt Louis, MO2026-11-05
Parallel Advisors, LLC
653$150.9K0.0%IndexLowSan Francisco, CA2026-11-03
Nfsg Corp
640$147.9K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Valley National Advisers Inc
625$144.5K0.0%ETFLowBethlehem, PA2026-10-23
Capital Advisors, Ltd. LLC
618$1430.0%ETFLowShaker Heights, OH2026-10-27
Biltmore Family Office, LLC
565$130.7K0.0%GrowthLowCharlotte, NC2026-11-03
Ascentis Independent Advisors
553$127.8K0.0%ETFLowDallas, TX2026-11-03
Creative Financial Designs Inc
537$124.3K0.0%ETFMediumKokomo, IN2026-11-04
Harel Insurance Investments & Financial Services Ltd.
532$1230.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Rossby Financial, LCC
519$120.0K0.0%ETFMediumMelbourne, FL2026-11-05
Adkins Seale Capital Management LLC
500$115.6K0.1%CoreVery LowShreveport, LA2026-10-27
Intesa Sanpaolo Wealth Management
480$111.0K0.0%GrowthMediumLuxembourg, Netherlands2026-10-28
Bullock Wealth Management Group
440$101.9K0.0%GrowthLowBloomington, IN2026-10-09
Belvedere Trading LLC
407$94.1K0.0%Agg GrowthVery HighChicago, IL2026-11-05
Compass Financial Management LLC
402$93.0K0.0%CoreN/ATampa, FL2026-10-30
Plante Moran Financial Advisors, LLC
298$68.9K0.0%ETFVery LowSouthfield, MI2026-11-04
Glass Jacobson Investment Advisors llc
280$64.8K0.0%ETFLowOwings Mills, MD2026-10-26
Dhjj Financial Advisors, Ltd.
272$62.9K0.0%ETFVery LowNaperville, IL2026-10-23
Toth Financial Advisory Corp
260$60.1K0.0%CoreLowLeesburg, VA2026-10-08
Roxbury Financial LLC
256$59.2K0.0%CoreVery LowMount Arlington, NJ2026-10-01
Thurston, Springer, Miller, Herd & Titak, Inc.
244$56.4K0.1%GrowthMediumIndianapolis, IN2026-10-14
Assetmark, Inc
236$54.6K0.0%ETFLowConcord, CA2026-10-21
Center for Financial Planning, Inc.
230$53.2K0.0%ETFLowSouthfied, MI2026-10-26
Cdkv Holdings LLC
230$53.2K0.0%ETFMediumDenver, CO2026-10-28
North Point Portfolio Managers Corp
215$49.7K0.0%GrowthLowOrange Village, OH2026-10-07
Key FInancial Inc
206$47.6K0.0%ETFLowWest Chester, PA2026-11-02
GK Wealth Management LLC
206$47.7K0.0%GARPVery HighReno, NV2026-10-09
Barrett & Company, Inc.
203$46.8K0.0%ETFLowProvidence, RI2026-10-22
Latitude Advisors, LLC
200$46.3K0.0%ETFLowYorkville, IL2026-10-27
Beacon Investment Advisory Services, Inc.
188$43.5K0.0%GrowthLowMorristown, NJ2026-10-13
Westside Investment Management, Inc.
175$40.5K0.0%GrowthLowSanta Monica, CA2026-11-02
Signature Resources Capital Management, LLC
170$39.3K0.0%ETFLowNewport Beach, CA2026-10-16
Mather Group, Llc.
167$38.6K0.0%ETFMediumChicago, IL2026-10-14
Golden State Wealth Management, LLC
155$35.8K0.0%ETFMediumSanta Ana, CA2026-11-02
Milestone Investment Advisors LLC
136$31.5K0.0%ETFVery LowMiddleton, WI2026-11-05
Manchester Capital Management LLC
100$23.4K0.0%CoreLowManchester, VT2026-10-22
Caldwell Trust Co
100$23.1K0.0%GrowthLowVenice, FL2026-10-30
Fortitude Family Office, LLC
100$23.1K0.0%ETFMediumScottsdale, AZ2026-10-14
Harbor Investment Advisory, LLC
100$23.1K0.0%GrowthLowLutherville, MD2026-10-13
Hilltop National Bank
100$23.1K0.0%CoreLowCasper, WY2026-10-14
Edgemoor Investment Advisors, Inc.
100$23.1K0.0%CoreVery LowBethesda, MD2026-11-03
Evolution Wealth Management Inc.
93$21.5K0.0%ETFMediumFort Myers, FL2026-10-28
Vision Financial Markets LLC
92$21.2K0.0%CoreLowStamford, CT2026-10-22
EverSource Wealth Advisors, LLC
81$18.7K0.0%CoreMediumBirmingham, AL2026-11-04
Investors Research Corp
80$18.5K0.0%ETFLowAtlanta, GA2026-10-07
Burk Holdings LLC
79$18.3K0.0%ETFVery LowTulsa, OK2026-11-05
First Command Advisory Services, Inc.
73$16.9K0.0%IndexLowFort Worth, TX2026-11-05
Silver Grove Financial Group, Inc.
71$16.4K0.0%CoreMediumOrchard Park, NY2026-11-05
Nvwm, LLC
69$16.0K0.0%GrowthMediumYardley, PA2026-10-14
Bear Mountain Capital, Inc.
68$15.2K0.0%ETFLowSeattle, WA2026-11-04
Torren Management, LLC
60$13.9K0.0%ETFMediumSan Diego, CA2026-10-29
Financial Perspectives, Inc
59$13.7K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Kroeger Financial Partners
58$13.4K0.0%ETFN/AGrass Valley, CA2026-10-19
Wagner Wealth Management, LLC
56$13.0K0.0%ETFLowGreenville, SC2026-10-21
Capital Investment Advisory Services, LLC
52$12.0K0.0%CoreMediumRaleigh, NC2026-10-30
Adirondack Trust Co
45$10.4K0.0%GrowthLowSaratoga Springs, NY2026-10-14
WPG Advisers, LLC
45$10.4K0.0%CoreLowBaltimore, MD2026-10-27
Central Trust Co
43$9.9K0.0%CoreLowJefferson City, MO2026-11-05
Nova Financial LLC
35$8.1K0.0%N/AN/ATucson, AZ2026-11-04
Montag A & Associates Inc
34$7.9K0.0%CoreLowAtlanta, GA2026-10-29
Meriwether Wealth & Planning, LLC
33$7.6K0.0%ETFMediumMinden, LA2026-10-13
CX Institutional
32$70.0%CoreMediumAuburn, IN2026-10-02
Abound Wealth Management
28$6.5K0.0%ETFVery LowFranklin, TN2026-10-26
Highline Wealth Partners LLC
27$6.3K0.0%ETFMediumSherman Oaks, CA2026-10-19
Go Invest LLC
27$6.3K0.0%ETFN/AWest Jordan, UT2026-10-09
Global Trust Asset Management, LLC
22$5.1K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Pinnacle Bancorp, Inc.
22$5.1K0.0%CoreVery LowBeatrice, NE2026-10-21
Bank of New Hampshire
21$4.9K0.0%CoreLowLaconia, NH2026-10-06
Financially Speaking Inc
20$4.6K0.0%ETFHighGreenwood Village, CO2026-11-05
Gamma Investing LLC
18$4.2K0.0%IndexVery LowFoster City, CA2026-10-08
Strategic Advocates LLC
17$3.9K0.0%GrowthLowSacramento, CA2026-11-03
North Star Investment Management Corp.
15$3.5K0.0%CoreLowChicago, IL2026-10-27
RHL Group, LLC
15$3.5K0.0%ETFVery HighHolly, MI2026-11-04
Cape Investment Advisory, Inc.
14$3.2K0.0%ETFLowMcdonough, GA2026-10-13
Central Pacific Bank - Trust Division
13$3.0K0.0%CoreMediumHonolulu, HI2026-10-06
Cherry Tree Wealth Management, LLC
12$2.8K0.0%ETFVery LowMinnetonka, MN2026-10-15
Key Capital Management, Inc
11$2.5K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Signaturefd, LLC
10$2.3K0.0%IndexLowAtlanta, GA2026-10-23
Triumph Capital Management
10$2.3K0.0%ETFMediumDenver, CO2026-10-14
Cedar Mountain Advisors, LLC
9$2.1K0.0%ETFVery LowLake Oswego, OR2026-10-15
Aventus Investment Advisors, Inc.
9$2.1K0.0%ETFLowNaples, FL2026-10-09
Ashton Thomas Securities, LLC
9$2.1K0.0%ETFMediumRochester, NY2026-10-26
Ashurst Perkins Coie Trust Co
8$1.9K0.0%CoreVery LowSeattle, WA2026-10-15
Next Level Wealth Planning, LLC
8$1.9K0.0%ETFVery LowMeridian, ID2026-10-29
Reyes Financial Architecture, Inc.
8$1.9K0.0%ETFVery HighSan Diego, CA2026-10-22
Moisand Fitzgerald Tamayo, LLC
6$1.4K0.0%ETFVery LowOrlando, FL2026-10-15
Essential Partners LLC
5$1.2K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Farmers & Merchants Trust Co of Chambersburg PA
4$10.0%GARPLowChambersburg, PA2026-10-14
PFS Partners, LLC
4$9270.0%ETFVery LowMine Hill, NJ2026-10-21
Creative Capital Management Investments LLC
4$9250.0%ETFLowSan Diego, CA2026-10-28
Washington Trust Advisors, Inc.
2$5650.0%GrowthLowWellesley, MA2026-10-22
Sage Mountain Advisors LLC
2$4630.0%ETFLowAtlanta, GA2026-11-02
Salomon & Ludwin, LLC
2$4630.0%ETFVery LowRichmond, VA2026-10-29
Prairie Wealth Advisors, Inc.
0$491.4K0.1%CoreVery LowOmaha, NE2026-10-29