IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

SS Spdr P AGG Bond ETF (SPAB)

CUSIP: 78464A649 | NYSE | 1294 institutional holders

Quarters

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

Institutional Holders — Q3 2026

Cliftonlarsonallen Wealth Advisors, LLC10,567,608
3.4% of portfolio›$257.4M
Exchange Traded Concepts, LLC7,927,686
0.8% of portfolio›$193.1M
Willow Creek Wealth Management Inc.4,698,062
7.6% of portfolio›$114.4M
Wealthcare Advisory Partners LLC3,517,485
1.5% of portfolio›$85.7M
Creative Planning3,484,856
0.0% of portfolio›$84.9M
AlphaStar Capital Management, LLC2,844,244
4.1% of portfolio›$69.3M
Apella Capital, LLC2,646,568
0.8% of portfolio›$64.3M
Wealth Enhancement Advisory Services, LLC2,564,424
0.1% of portfolio›$62.5M
Great Lakes Retirement, Inc.2,486,535
5.3% of portfolio›$60.6M
Gradient Investments LLC2,457,803
0.9% of portfolio›$59.9M
Assetmark, Inc1,767,637
0.1% of portfolio›$43.1M
Arrien Investments, Inc.1,469,830
18.3% of portfolio›$35.8M
Truefg, LLC1,403,864
8.0% of portfolio›$34.2M
Wealth Management Nebraska1,394,094
3.0% of portfolio›$34.0M
Lodestar Private Asset Management LLC1,354,481
2.9% of portfolio›$33.0M
Reston Wealth Management LLC1,314,132
8.7% of portfolio›$32.0M
Trinity Wealth Management, LLC1,279,725
9.9% of portfolio›$31.2M
Choreo, LLC1,275,176
0.3% of portfolio›$31.1M
Cutler Investment Counsel LLC1,190,047
2.7% of portfolio›$29.0M
Retiremitten Financial LLC1,183,862
11.4% of portfolio›$29.3M
Leading Edge Financial Planning LLC1,160,769
5.9% of portfolio›$28.3M
Aspire Private Capital, LLC1,100,395
5.6% of portfolio›$26.8M
Mueller Wealth, LLC1,061,969
16.4% of portfolio›$25.9M
WealthPlan Investment Management, LLC1,057,151
1.2% of portfolio›$25.8M
Pinnacle Wealth Planning Services, Inc.1,048,695
2.5% of portfolio›$25.5M
Clear Creek Financial Management, LLC982,067
1.8% of portfolio›$23.9M
Cambridge Investment Research Advisors, Inc.964,726
0.0% of portfolio›$23.5K
Waller Financial Planning Group, Inc929,817
4.6% of portfolio›$22.7M
Kagan Cocozza Asset Management863,789
13.0% of portfolio›$21.0M
Weitzel Financial Services, Inc.783,601
6.4% of portfolio›$19.0M
Park Avenue Securities LLC756,174
0.0% of portfolio›$18.4K
Tsfg, LLC750,986
0.0% of portfolio›$18.3K
Stewardship Advisors, LLC745,878
3.8% of portfolio›$18.2M
Tennessee Valley Asset Management Partners723,467
1.9% of portfolio›$17.6M
Cornerstone Wealth Management, LLC671,847
0.7% of portfolio›$16.4M
SigFig Wealth Management, LLC656,390
0.4% of portfolio›$16.0M
Convergence Financial, LLC645,253
2.2% of portfolio›$15.7M
Virtue Capital Management, LLC600,832
1.9% of portfolio›$14.6M
Cyr Financial Inc.599,038
7.1% of portfolio›$14.6M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors591,444
0.7% of portfolio›$14.4M
Advisory Resource Group586,145
2.1% of portfolio›$14.3M
Simplicity Wealth,LLC570,130
0.4% of portfolio›$13.9M
Allen Capital Group, LLC567,469
1.1% of portfolio›$13.8M
Financial Planning Fort Collins, LLC512,566
9.1% of portfolio›$12.5M
Rochester Wealth Strategies, LLC497,215
6.6% of portfolio›$12.1M
ERn Financial, LLC479,356
1.9% of portfolio›$11.7M
Bensler, LLC449,685
1.0% of portfolio›$11.0M
Appleton Partners Inc439,618
0.0% of portfolio›$10.7K
Lanark Financial, Inc.435,267
0.7% of portfolio›$10.6M
Golden State Wealth Management, LLC416,810
0.9% of portfolio›$10.2M
Towercrest Capital Management413,148
1.4% of portfolio›$10.1M
RFG Advisory, LLC367,715
0.1% of portfolio›$9.0M
Values Added Financial LLC360,566
3.1% of portfolio›$8.8M
Total Clarity Wealth Management, Inc.360,354
1.7% of portfolio›$8.8M
Commonwealth Equity Services, LLC356,464
0.0% of portfolio›$8.7M
Alliance Wealth Management Group354,440
1.7% of portfolio›$8.6M
Elevation Point Wealth Partners, LLC352,793
0.1% of portfolio›$8.6M
Bank of New York Mellon Corp332,421
0.0% of portfolio›$8.1M
Tenzing Financial LLC329,434
5.5% of portfolio›$8.1M
Trilogy Capital Inc.325,136
0.3% of portfolio›$7.9M
Signature Estate & Investment Advisors LLC321,847
0.1% of portfolio›$7.8M
KWB Wealth316,410
0.7% of portfolio›$7.7M
Perigon Wealth Management, LLC307,638
0.1% of portfolio›$7.5M
Facet Wealth, Inc.300,657
0.1% of portfolio›$7.3M
Balefire, LLC298,507
1.1% of portfolio›$7.3M
Gerber Kawasaki Wealth & Investment Management297,714
0.2% of portfolio›$7.3M
Bernardo Wealth Planning LLC296,142
0.6% of portfolio›$7.2M
Vise Technologies, Inc.283,232
0.1% of portfolio›$6.9M
US Bancorp \de\282,750
0.0% of portfolio›$6.9M
Integrated Advisors Network LLC272,250
0.3% of portfolio›$6.6M
IFP Advisors, Inc271,465
0.1% of portfolio›$6.6M
Independent Financial Group, LLC261,855
0.1% of portfolio›$6.4M
Crestwood Advisors Group, LLC255,895
0.1% of portfolio›$6.2M
Valtinson Bruner Financial Planning LLC255,151
1.5% of portfolio›$6.2M
Amtrust Financial Services, Inc.250,600
1.8% of portfolio›$6.1M
Melone Private Wealth, LLC244,110
2.3% of portfolio›$5.9M
Rainier Family Wealth Inc238,712
3.0% of portfolio›$5.8M
Asset One Wealth Management LLC236,726
0.5% of portfolio›$5.8M
Lunt Capital Management, Inc.234,703
2.2% of portfolio›$5.7M
Certified Advisory Corp232,350
0.5% of portfolio›$5.7M
Truist Financial Corp229,737
0.0% of portfolio›$5.6M
Raleigh Capital Management Inc.221,664
1.7% of portfolio›$5.4M
Destiny Capital Corp221,614
2.5% of portfolio›$5.4M
HBW Advisory Services LLC220,392
0.5% of portfolio›$5.4M
Barden Capital Management, Inc.216,403
4.8% of portfolio›$5.3M
Concurrent Investment Advisors, LLC213,231
0.0% of portfolio›$5.2M
Kestra Advisory Services, LLC212,973
0.0% of portfolio›$5.2M
CFS Investment Advisory Services, LLC211,026
0.3% of portfolio›$5.1M
Spectrum Advisors, Inc.208,654
3.6% of portfolio›$5.1M
Creative Financial Designs Inc201,951
0.2% of portfolio›$4.9M
Parallel Advisors, LLC200,317
0.1% of portfolio›$4.9M
Rinkey Investments199,841
1.2% of portfolio›$4.9M
Avior Wealth Management, LLC184,700
0.1% of portfolio›$4.5M
McMill Wealth Management181,662
1.0% of portfolio›$4.4M
Breakwater Investment Management175,673
1.4% of portfolio›$4.3M
Dutch Asset Corp173,626
2.0% of portfolio›$4.2M
Bull Oak Capital, LLC164,243
1.3% of portfolio›$4.0M
Financial & Tax Architects, LLC163,135
0.8% of portfolio›$4.0M
Auour Investments LLC156,861
1.1% of portfolio›$3.8M
CWC Advisors, Llc.154,068
1.7% of portfolio›$3.8M
Atria Investments, Inc151,378
0.0% of portfolio›$3.7M
NYL Investors LLC143,731
1.4% of portfolio›$3.5M
Sowell Financial Services LLC138,378
0.1% of portfolio›$3.4M
Steele Capital Management, Inc.127,130
0.1% of portfolio›$3.1M
JBR Co Financial Management Inc123,041
1.2% of portfolio›$3.1M
Smart Wealth LLC119,756
0.6% of portfolio›$2.9M
CGN Advisors LLC118,896
0.2% of portfolio›$2.9M
Mill Capital Management, LLC113,119
0.2% of portfolio›$2.8M
Legacy Solutions, LLC111,612
2.1% of portfolio›$2.7M
Aspetuck Financial Management LLC111,317
1.7% of portfolio›$2.7M
Landmark Wealth Management, Inc.108,115
0.9% of portfolio›$2.6M
United Advisor Group, LLC105,122
0.2% of portfolio›$2.6M
Independent Wealth Network Inc.102,846
0.6% of portfolio›$2.5M
Orin Green Financial, LLC100,726
0.9% of portfolio›$2.5M
Scissortail Wealth Management, LLC96,853
0.4% of portfolio›$2.4M
Tempus Wealth Planning, LLC95,633
0.4% of portfolio›$2.3M
Flagship Harbor Advisors, LLC94,438
0.1% of portfolio›$2.3M
Ashton Thomas Private Wealth, LLC93,307
0.0% of portfolio›$2.3M
Sentinel Pension Advisors, LLC92,364
0.3% of portfolio›$2.2M
Retirement Planning Group, LLC87,916
0.1% of portfolio›$2.1M
First Financial Bank - Trust Division87,576
0.2% of portfolio›$2.1M
Aquire Wealth Advisors, LLC87,027
0.5% of portfolio›$2.1M
G&S Capital LLC83,959
0.6% of portfolio›$2.0M
TMB Capital Partners, LLC77,956
0.6% of portfolio›$1.9M
Signal Advisors Wealth, LLC77,006
0.1% of portfolio›$1.9M
USAdvisors Wealth Management, LLC70,804
0.0% of portfolio›$1.7K
Wrenne Financial Planning LLC70,005
0.6% of portfolio›$1.7M
MGO One Seven LLC69,786
0.0% of portfolio›$1.7M
Wealth Advisory Solutions, LLC69,576
0.4% of portfolio›$1.7M
E&G Advisors, LLC69,444
0.3% of portfolio›$1.7M
HF Advisory Group, LLC68,361
0.5% of portfolio›$1.7M
Global Strategic Investment Solutions, LLC66,785
0.1% of portfolio›$1.6M
McAdam, LLC64,174
0.1% of portfolio›$1.6M
TKG Advisors, LLC63,885
0.5% of portfolio›$1.6M
Ballast Rock Private Wealth LLC62,311
0.7% of portfolio›$1.5M
Citigroup Inc61,254
0.0% of portfolio›$1.5M
Koshinski Asset Management, Inc.60,968
0.1% of portfolio›$1.5M
Carnegie Investment Counsel60,680
0.0% of portfolio›$1.5M
Members Wealth LLC59,545
0.7% of portfolio›$1.4M
Scheeler Financial LLC57,275
1.1% of portfolio›$1.4M
Security Financial Services, Inc.56,629
0.2% of portfolio›$1.4M
Kestra Private Wealth Services, LLC54,515
0.0% of portfolio›$1.3M
Busey Bank54,270
0.0% of portfolio›$1.3M
Lockerman Financial Group, Inc.54,041
1.9% of portfolio›$1.3M
TrueWealth Advisors, LLC53,982
0.3% of portfolio›$1.3M
Axxcess Wealth Management, LLC53,373
0.1% of portfolio›$1.3M
Hofer & Associates. Inc50,635
0.9% of portfolio›$1.2M
RED Crane Wealth Management, LLC50,635
0.9% of portfolio›$1.2M
Arsenal Capital Advisors LLC49,318
0.6% of portfolio›$1.2M
Fifth Third Bancorp48,415
0.0% of portfolio›$1.2M
Diversify Wealth Management, LLC47,784
0.0% of portfolio›$1.2M
Diversify Advisory Services, LLC47,784
0.0% of portfolio›$1.2M
Destiny Wealth Partners, LLC45,499
0.1% of portfolio›$1.1M
Walkner Condon Financial Advisors LLC45,461
0.1% of portfolio›$1.1M
Altus Wealth Group LLC44,470
0.4% of portfolio›$1.1M
Fermata Advisors, LLC43,183
0.2% of portfolio›$1.1M
Rooted Wealth Advisors, Inc.41,867
0.3% of portfolio›$1.1M
LexAurum Advisors, LLC41,606
0.1% of portfolio›$1.0M
Balance Wealth Partners LLC39,855
0.2% of portfolio›$970.9K
Private Wealth Group, LLC39,246
0.4% of portfolio›$956.0K
SAX Wealth Advisors, LLC39,109
0.0% of portfolio›$952.7K
Farther Finance Advisors, LLC38,593
0.0% of portfolio›$940.1K
Private Trust Co NA37,620
0.1% of portfolio›$916.4K
Larson Financial Group LLC37,414
0.0% of portfolio›$911.4K
Vicus Capital37,114
0.1% of portfolio›$912.6K
Narus Financial Partners, LLC37,068
0.2% of portfolio›$903.0K
Hibernia Wealth Partners, LLC36,391
0.5% of portfolio›$886.5K
AdvisorNet Financial, Inc35,719
0.0% of portfolio›$873.7K
Fell Capital Management35,042
0.7% of portfolio›$853.6K
Legacy Wealth Partners, LLC34,002
0.2% of portfolio›$828.3K
Triad Wealth Partners, LLC33,822
0.0% of portfolio›$823.9K
Richardson Financial Services Inc.33,547
0.5% of portfolio›$817.2K
MSH Capital Advisors LLC33,283
0.1% of portfolio›$810.8K
Ascentis Independent Advisors32,473
0.0% of portfolio›$791.0K
Tandem Investment Partners LLC31,869
0.6% of portfolio›$776.3K
PKS Advisory Services, LLC31,515
0.1% of portfolio›$804.2K
Keystone Wealth Services, LLC31,392
0.1% of portfolio›$765.0K
Cahaba Wealth Management, Inc.30,110
0.0% of portfolio›$733.5K
Lynx Investment Advisory30,004
0.2% of portfolio›$730.9K
Sharper & Granite LLC28,560
0.3% of portfolio›$731.7K
FWG Investments, Llc.27,924
0.3% of portfolio›$680.2K
Ascent Group, LLC27,732
0.0% of portfolio›$675.6K
Farrell Financial LLC25,579
0.3% of portfolio›$623.1K
Harel Insurance Investments & Financial Services Ltd.25,339
0.0% of portfolio›$617
Forza Wealth Management, LLC25,150
0.2% of portfolio›$612.7K
Opulen Financial Group LLC25,026
0.4% of portfolio›$609.6K
Tucker Asset Management LLC24,685
0.1% of portfolio›$601.3K
Robertson Stephens Wealth Management, LLC24,404
0.0% of portfolio›$594.5K
WealthPoint Financial, LLC24,253
0.4% of portfolio›$590.8K
Snider Financial Group24,193
0.1% of portfolio›$589.3K
Shum Financial Group, Inc.23,549
0.3% of portfolio›$573.6K
Flagship Private Wealth, LLC22,316
0.2% of portfolio›$543.6K
Paladin Wealth, LLC21,622
0.3% of portfolio›$526.7K
Worth Financial Advisory Group, LLC21,571
0.2% of portfolio›$525.5K
Carroll Advisory Group, LLC21,511
0.2% of portfolio›$524.0K
Navigation Group, LLC21,443
0.1% of portfolio›$522.4K
GEM Asset Management, LLC20,783
0.2% of portfolio›$506.3K
Mascoma Wealth Management LLC20,516
0.1% of portfolio›$499.8K
Nations Financial Group Inc,20,481
0.0% of portfolio›$498.9K
Financial Advisory Partners, LLC20,271
0.1% of portfolio›$493.8K
Westco Advisory Services Inc19,755
0.3% of portfolio›$481.2K
CoreCap Advisors, LLC18,374
0.0% of portfolio›$447.6K
Swmg, LLC18,200
0.1% of portfolio›$450.8K
OpenArc Corporate Advisory, LLC17,107
0.0% of portfolio›$416.7K
Eclectic Associates Inc17,025
0.0% of portfolio›$414.7K
Sharkey, Howes & Javer16,964
0.0% of portfolio›$413.2K
Onyx Bridge Wealth Group LLC16,957
0.0% of portfolio›$413.1K
Midwest Financial Network, LLC16,793
0.3% of portfolio›$409.1K
Colton Groome Financial Advisors, LLC15,840
0.1% of portfolio›$385.9K
Concord Asset Management, LLC15,515
0.1% of portfolio›$377.9K
Concord Wealth Partners15,515
0.0% of portfolio›$377.9K
EverSource Wealth Advisors, LLC15,406
0.0% of portfolio›$375.3K
TD Waterhouse Canada Inc.15,357
0.0% of portfolio›$373.6K
Plan A Wealth LLC15,320
0.1% of portfolio›$373.2K
Brown, Lisle Ings, Inc.15,255
0.1% of portfolio›$371.6K
Daymark Wealth Partners, LLC14,493
0.0% of portfolio›$353.0K
Prospect Financial Group LLC13,769
0.3% of portfolio›$335.4K
Kure Advisory, LLC13,659
0.2% of portfolio›$332.7K
StoneX Group Inc.13,265
0.0% of portfolio›$326.3K
Quest 10 Wealth Builders, Inc.12,740
0.2% of portfolio›$324.4K
Optivise Advisory Services LLC12,646
0.2% of portfolio›$308.1K
Kingswood Wealth Advisors, LLC12,223
0.0% of portfolio›$297.8K
D.A. Davidson & Co.12,183
0.0% of portfolio›$296.8K
Advisor OS, LLC12,175
0.0% of portfolio›$296.6K
Balentine LLC12,031
0.0% of portfolio›$293.1K
Palatine Hill Wealth Management, LLC11,530
0.2% of portfolio›$280.9K
Investment Planning Advisors, Inc.11,458
0.1% of portfolio›$279.1K
Professional Financial Advisors, LLC11,355
0.0% of portfolio›$276.6K
Roman Butler Fullerton & Co11,270
0.1% of portfolio›$276.1K
Insight Advisors, LLC/ PA10,587
0.0% of portfolio›$257.9K
Olio Financial Planning10,449
0.1% of portfolio›$254.5K
Postrock Partners LLC10,286
0.1% of portfolio›$250.6K
Heartwood Wealth Advisors LLC10,017
0.0% of portfolio›$244.0K
Acorn Wealth Advisors, LLC9,715
0.1% of portfolio›$236.7K
WealthCare Investment Partners, LLC9,701
0.1% of portfolio›$236.3K
RKL Wealth Management LLC9,577
0.0% of portfolio›$233.3K
Prospera Financial Services Inc9,427
0.0% of portfolio›$234.3K
Meridian Wealth Management, LLC9,235
0.0% of portfolio›$225.0K
Optimist Retirement Group LLC9,106
0.1% of portfolio›$221.8K
Atlas Private Wealth Advisors8,595
0.0% of portfolio›$209.4K
Asset Dedication, LLC8,577
0.0% of portfolio›$208.9K
Cooper Financial Group8,572
0.0% of portfolio›$208.8K
Ehrlich Financial Group8,500
0.1% of portfolio›$207.1K
Integrity Wealth Partners, LLC8,424
0.2% of portfolio›$205.2K
Maia Wealth LLC8,321
0.0% of portfolio›$202.7K
Buck Wealth Strategies, LLC8,270
0.0% of portfolio›$201.5K
Gibbs Wealth Management8,226
0.0% of portfolio›$200.4K
Realta Investment Advisors7,858
0.1% of portfolio›$191.4K
SBI Securities Co., Ltd.7,233
0.0% of portfolio›$176.2K
Parkside Financial Bank & Trust7,031
0.0% of portfolio›$171.3K
KFG LLC6,091
0.1% of portfolio›$148.4K
Wealth Enhancement Trust Services, Inc.5,709
0.0% of portfolio›$139.1K
Bullock Wealth Management Group4,799
0.0% of portfolio›$116.8K
Key FInancial Inc4,549
0.0% of portfolio›$110.8K
Rosenberg Matthew Hamilton4,026
0.0% of portfolio›$98.1K
Planning Strategies Inc.2,933
0.0% of portfolio›$71.4K
Capital Investment Advisory Services, LLC2,807
0.0% of portfolio›$68.4K
JFS Wealth Advisors, LLC2,735
0.0% of portfolio›$66.6K
Triumph Capital Management2,674
0.0% of portfolio›$65.1K
Wolff Wiese Magana LLC2,168
0.0% of portfolio›$52.8K
Beacon Capital Management, Inc.2,129
0.0% of portfolio›$51.9K
Heritage Family Offices, LLP1,932
0.0% of portfolio›$47.1K
Cape Investment Advisory, Inc.1,871
0.0% of portfolio›$45.6K
Reyes Financial Architecture, Inc.1,819
0.0% of portfolio›$44.3K
Mcdonald Partners LLC1,707
0.0% of portfolio›$41.6K
CX Institutional1,598
0.0% of portfolio›$39
IMG Wealth Management, Inc.1,359
0.0% of portfolio›$33.1K
Rossby Financial, LCC1,335
0.0% of portfolio›$32.5K
Lloyd Advisory Services, Llc.1,052
0.0% of portfolio›$25.6K
Bare Financial Services, Inc854
0.0% of portfolio›$20.8K
Compass Financial Management LLC844
0.0% of portfolio›$20.6K
Hilton Head Capital Partners, LLC836
0.0% of portfolio›$20.4K
1620 Investment Advisors, Inc.813
0.0% of portfolio›$19.8K
Key Capital Management, Inc738
0.0% of portfolio›$18.0K
Kingdom Financial Group Llc.668
0.0% of portfolio›$16.3K
Aventus Investment Advisors, Inc.660
0.0% of portfolio›$16.1K
Valley National Advisers Inc643
0.0% of portfolio›$15.7K
Ascentis Wealth Management, LLC603
0.0% of portfolio›$14.7K
Phillips Financial Management, LLC514
0.0% of portfolio›$12.5K
Olistico Wealth, LLC509
0.0% of portfolio›$12.4K
Dynamic Wealth Strategies, LLC375
0.0% of portfolio›$9.1K
Silver Grove Financial Group, Inc.358
0.0% of portfolio›$8.7K
North Star Investment Management Corp.292
0.0% of portfolio›$7.1K
TD Private Client Wealth LLC285
0.0% of portfolio›$6.9K
Sima Wealth Partners, LLC280
0.0% of portfolio›$6.8K
MJT & Associates Financial Advisory Group, Inc.257
0.0% of portfolio›$6.3K
Evolution Wealth Management Inc.247
0.0% of portfolio›$6.0K
Summit Securities Group LLC228
0.0% of portfolio›$5.6K
Trust Co of Toledo NA177
0.0% of portfolio›$4.3K
Barrett & Company, Inc.157
0.0% of portfolio›$3.8K
Archer Investment Corp138
0.0% of portfolio›$3.4K
Networth Advisors, LLC125
0.0% of portfolio›$3.0K
Hughes Financial Services, LLC111
0.0% of portfolio›$2.8K
Investors Research Corp84
0.0% of portfolio›$2.0K
Farmers & Merchants Trust Co of Chambersburg PA81
0.0% of portfolio›$2
Covestor Ltd78
0.0% of portfolio›$2
Gamma Investing LLC47
0.0% of portfolio›$1.1K
Wealth Analytics Partners, LLC37
0.0% of portfolio›$893
Bfsg, LLC30
0.0% of portfolio›$731
Root Financial Partners, LLC27
0.0% of portfolio›$668
SJS Investment Consulting Inc.9
0.0% of portfolio›$220
Allspring Global Investments Holdings, LLC1
0.0% of portfolio›$24
StyleTurnoverLocationFiled
Cliftonlarsonallen Wealth Advisors, LLC
10,567,608$257.4M3.4%ETFLowMinneapolis, MN2026-10-14
Exchange Traded Concepts, LLC
7,927,686$193.1M0.8%GrowthMediumOklahoma City, OK2026-10-28
Willow Creek Wealth Management Inc.
4,698,062$114.4M7.6%ETFVery LowSebastopol, CA2026-10-26
Wealthcare Advisory Partners LLC
3,517,485$85.7M1.5%ETFLowWest Chester, PA2026-10-21
Creative Planning
3,484,856$84.9M0.0%IndexVery LowOverland Park, KS2026-11-02
AlphaStar Capital Management, LLC
2,844,244$69.3M4.1%ETFMediumCornelius, NC2026-10-16
Apella Capital, LLC
2,646,568$64.3M0.8%ETFVery LowWest Hartford, CT2026-10-08
Wealth Enhancement Advisory Services, LLC
2,564,424$62.5M0.1%CoreLowPlymouth, MN2026-10-13
Great Lakes Retirement, Inc.
2,486,535$60.6M5.3%GrowthLowSandusky, OH2026-10-26
Gradient Investments LLC
2,457,803$59.9M0.9%CoreMediumArden Hills, MN2026-10-08
Assetmark, Inc
1,767,637$43.1M0.1%ETFLowConcord, CA2026-10-21
Arrien Investments, Inc.
1,469,830$35.8M18.3%ETFLowBoise, ID2026-10-30
Truefg, LLC
1,403,864$34.2M8.0%ETFVery LowCedar Park, TX2026-10-15
Wealth Management Nebraska
1,394,094$34.0M3.0%ETFLowNorfolk, NE2026-10-26
Lodestar Private Asset Management LLC
1,354,481$33.0M2.9%ETFLowAlamo, CA2026-10-26
Reston Wealth Management LLC
1,314,132$32.0M8.7%ETFLowReston, VA2026-10-29
Trinity Wealth Management, LLC
1,279,725$31.2M9.9%ETFMediumBerwyn, PA2026-10-13
Choreo, LLC
1,275,176$31.1M0.3%IndexLowRockford, IL2026-10-28
Cutler Investment Counsel LLC
1,190,047$29.0M2.7%CoreLowJacksonville, OR2026-10-28
Retiremitten Financial LLC
1,183,862$29.3M11.4%ETFN/AMilford, MI2026-11-05
Leading Edge Financial Planning LLC
1,160,769$28.3M5.9%ETFLowKnoxville, TN2026-10-23
Aspire Private Capital, LLC
1,100,395$26.8M5.6%ETFMediumCornelius, NC2026-11-05
Mueller Wealth, LLC
1,061,969$25.9M16.4%ETFMediumMishicot, WI2026-11-05
WealthPlan Investment Management, LLC
1,057,151$25.8M1.2%GrowthMediumOmaha, NE2026-10-15
Pinnacle Wealth Planning Services, Inc.
1,048,695$25.5M2.5%GARPLowMansfield, OH2026-10-27
Clear Creek Financial Management, LLC
982,067$23.9M1.8%ETFMediumSilverdale, WA2026-10-28
Cambridge Investment Research Advisors, Inc.
964,726$23.5K0.0%ETFLowFairfield, IA2026-11-02
Waller Financial Planning Group, Inc
929,817$22.7M4.6%ETFMediumColumbus, OH2026-10-07
Kagan Cocozza Asset Management
863,789$21.0M13.0%ETFVery LowMickleton, NJ2026-10-19
Weitzel Financial Services, Inc.
783,601$19.0M6.4%ETFVery LowDubuque, IA2026-10-16
Park Avenue Securities LLC
756,174$18.4K0.0%ETFMediumNew York, NY2026-10-26
Tsfg, LLC
750,986$18.3K0.0%ETFLowLake Forest, IL2026-10-23
Stewardship Advisors, LLC
745,878$18.2M3.8%ETFMediumMount Joy, PA2026-10-20
Tennessee Valley Asset Management Partners
723,467$17.6M1.9%ETFLowKnoxville, TN2026-11-03
Cornerstone Wealth Management, LLC
671,847$16.4M0.7%ETFVery LowSt. Peters, MO2026-11-04
SigFig Wealth Management, LLC
656,390$16.0M0.4%ETFLowSan Francisco, CA2026-10-07
Convergence Financial, LLC
645,253$15.7M2.2%ETFMediumColumbia, MO2026-10-27
Virtue Capital Management, LLC
600,832$14.6M1.9%GrowthHighBrentwood, TN2026-10-29
Cyr Financial Inc.
599,038$14.6M7.1%ETFLowHennepin, IL2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
591,444$14.4M0.7%ETFMediumWestlake, OH2026-10-14
Advisory Resource Group
586,145$14.3M2.1%GARPMediumTulsa, OK2026-10-26
Simplicity Wealth,LLC
570,130$13.9M0.4%ETFLowSummit, NJ2026-10-23
Allen Capital Group, LLC
567,469$13.8M1.1%CoreLowGrand Island, NE2026-10-27
Financial Planning Fort Collins, LLC
512,566$12.5M9.1%ETFVery LowFort Collins, CO2026-10-16
Rochester Wealth Strategies, LLC
497,215$12.1M6.6%ETFLowRochester, MI2026-11-03
ERn Financial, LLC
479,356$11.7M1.9%ETFVery LowMiddleton, WI2026-10-28
Bensler, LLC
449,685$11.0M1.0%MomentumMediumBellevue, WA2026-11-05
Appleton Partners Inc
439,618$10.7K0.0%GrowthLowBoston, MA2026-10-30
Lanark Financial, Inc.
435,267$10.6M0.7%CoreMediumBirmingham, AL2026-10-26
Golden State Wealth Management, LLC
416,810$10.2M0.9%ETFMediumSanta Ana, CA2026-11-02
Towercrest Capital Management
413,148$10.1M1.4%ETFVery LowNewtown, PA2026-10-23
RFG Advisory, LLC
367,715$9.0M0.1%ETFMediumBirmingham, AL2026-11-03
Values Added Financial LLC
360,566$8.8M3.1%ETFLowWashington, DC2026-10-28
Total Clarity Wealth Management, Inc.
360,354$8.8M1.7%ETFMediumSt. Charles, IL2026-10-26
Commonwealth Equity Services, LLC
356,464$8.7M0.0%ETFLowWaltham, MA2026-11-02
Alliance Wealth Management Group
354,440$8.6M1.7%ETFLowFlemington, NJ2026-10-29
Elevation Point Wealth Partners, LLC
352,793$8.6M0.1%CoreHighDenver, CO2026-11-05
Bank of New York Mellon Corp
332,421$8.1M0.0%CoreLowNew York, NY2026-11-05
Tenzing Financial LLC
329,434$8.1M5.5%ETFVery LowWilliamsburg, VA2026-11-03
Trilogy Capital Inc.
325,136$7.9M0.3%ETFMediumIrvine, CA2026-10-20
Signature Estate & Investment Advisors LLC
321,847$7.8M0.1%ETFMediumLos Angeles, CA2026-10-13
KWB Wealth
316,410$7.7M0.7%ETFMediumRedlands, CA2026-10-16
Perigon Wealth Management, LLC
307,638$7.5M0.1%GrowthLowSan Francisco, CA2026-10-22
Facet Wealth, Inc.
300,657$7.3M0.1%IndexVery LowWest Palm Beach, FL2026-11-04
Balefire, LLC
298,507$7.3M1.1%ETFMediumDallas, TX2026-10-09
Gerber Kawasaki Wealth & Investment Management
297,714$7.3M0.2%ETFLowSanta Monica, CA2026-10-29
Bernardo Wealth Planning LLC
296,142$7.2M0.6%ETFVery LowHarleysville, PA2026-10-23
Vise Technologies, Inc.
283,232$6.9M0.1%IndexLowNew York, NY2026-10-29
US Bancorp \de\
282,750$6.9M0.0%IndexLowMinneapolis, MN2026-11-05
Integrated Advisors Network LLC
272,250$6.6M0.3%GrowthMediumDallas, TX2026-10-20
IFP Advisors, Inc
271,465$6.6M0.1%GrowthLowTampa, FL2026-10-16
Independent Financial Group, LLC
261,855$6.4M0.1%GrowthLowSan Diego, CA2026-10-13
Crestwood Advisors Group, LLC
255,895$6.2M0.1%GrowthLowBoston, MA2026-10-27
Valtinson Bruner Financial Planning LLC
255,151$6.2M1.5%ETFLowNew Brighton, MN2026-11-02
Amtrust Financial Services, Inc.
250,600$6.1M1.8%ETFVery LowNew York, NY2026-10-19
Melone Private Wealth, LLC
244,110$5.9M2.3%ETFMediumAuburn Hills, MI2026-10-16
Rainier Family Wealth Inc
238,712$5.8M3.0%GrowthLowTacoma, WA2026-11-02
Asset One Wealth Management LLC
236,726$5.8M0.5%GrowthLowBellevue, WA2026-11-02
Lunt Capital Management, Inc.
234,703$5.7M2.2%ETFLowHolladay, UT2026-10-30
Certified Advisory Corp
232,350$5.7M0.5%ETFLowAltamonte Springs, FL2026-10-29
Truist Financial Corp
229,737$5.6M0.0%CoreLowCharlotte, NC2026-10-30
Raleigh Capital Management Inc.
221,664$5.4M1.7%CoreMediumCary, NC2026-10-28
Destiny Capital Corp
221,614$5.4M2.5%ETFVery LowDenver, CO2026-11-03
HBW Advisory Services LLC
220,392$5.4M0.5%ETFMediumSimi Valley, CA2026-10-15
Barden Capital Management, Inc.
216,403$5.3M4.8%GrowthLowAustin, TX2026-10-09
Concurrent Investment Advisors, LLC
213,231$5.2M0.0%GrowthMediumTampa, FL2026-10-16
Kestra Advisory Services, LLC
212,973$5.2M0.0%CoreLowAustin, TX2026-11-02
CFS Investment Advisory Services, LLC
211,026$5.1M0.3%ETFMediumTotowa, NJ2026-10-19
Spectrum Advisors, Inc.
208,654$5.1M3.6%N/AN/APlano, TX2026-11-03
Creative Financial Designs Inc
201,951$4.9M0.2%ETFMediumKokomo, IN2026-11-04
Parallel Advisors, LLC
200,317$4.9M0.1%IndexLowSan Francisco, CA2026-11-03
Rinkey Investments
199,841$4.9M1.2%ETFLowSan Diego, CA2026-10-28
Avior Wealth Management, LLC
184,700$4.5M0.1%ETFMediumOmaha, NE2026-10-13
McMill Wealth Management
181,662$4.4M1.0%Deep ValueHighNorfolk, NE2026-11-05
Breakwater Investment Management
175,673$4.3M1.4%ETFLowSeattle, WA2026-10-20
Dutch Asset Corp
173,626$4.2M2.0%GrowthMediumSelkirk, NY2026-10-20
Bull Oak Capital, LLC
164,243$4.0M1.3%ETFVery LowRancho Santa Fe, CA2026-10-23
Financial & Tax Architects, LLC
163,135$4.0M0.8%CoreHighSt Louis, MO2026-10-15
Auour Investments LLC
156,861$3.8M1.1%ETFLowWoburn, MA2026-10-28
CWC Advisors, Llc.
154,068$3.8M1.7%GARPLowLake Oswego, OR2026-10-15
Atria Investments, Inc
151,378$3.7M0.0%CoreMediumCharlotte, NC2026-10-15
NYL Investors LLC
143,731$3.5M1.4%ETFLowNew York, NY2026-11-03
Sowell Financial Services LLC
138,378$3.4M0.1%CoreLowNorth Little Rock, AR2026-10-23
Steele Capital Management, Inc.
127,130$3.1M0.1%ETFVery LowDubuque, IA2026-11-02
JBR Co Financial Management Inc
123,041$3.1M1.2%GrowthLowArdmore, OK2026-10-13
Smart Wealth LLC
119,756$2.9M0.6%ETFHighOmaha, NE2026-11-04
CGN Advisors LLC
118,896$2.9M0.2%ETFLowManhattan, KS2026-10-21
Mill Capital Management, LLC
113,119$2.8M0.2%CoreLowConcord, NC2026-10-26
Legacy Solutions, LLC
111,612$2.7M2.1%ETFLowKennett Square, PA2026-10-07
Aspetuck Financial Management LLC
111,317$2.7M1.7%GrowthVery LowWestport, CT2026-11-04
Landmark Wealth Management, Inc.
108,115$2.6M0.9%ETFLowNormal, IL2026-11-04
United Advisor Group, LLC
105,122$2.6M0.2%ETFLowCincinnati, OH2026-11-03
Independent Wealth Network Inc.
102,846$2.5M0.6%ETFMediumUrbandale, IA2026-10-19
Orin Green Financial, LLC
100,726$2.5M0.9%ETFVery LowSan Diego, CA2026-10-19
Scissortail Wealth Management, LLC
96,853$2.4M0.4%ETFLowTulsa, OK2026-11-03
Tempus Wealth Planning, LLC
95,633$2.3M0.4%ETFMediumIrvine, CA2026-10-14
Flagship Harbor Advisors, LLC
94,438$2.3M0.1%ETFMediumBoston, MA2026-10-26
Ashton Thomas Private Wealth, LLC
93,307$2.3M0.0%CoreMediumScottsdale, AZ2026-11-03
Sentinel Pension Advisors, LLC
92,364$2.2M0.3%ETFLowWakefield, MA2026-11-02
Retirement Planning Group, LLC
87,916$2.1M0.1%ETFVery LowLeawood, KS2026-10-19
First Financial Bank - Trust Division
87,576$2.1M0.2%CoreLowHamilton, OH2026-10-01
Aquire Wealth Advisors, LLC
87,027$2.1M0.5%ETFVery LowSalt Lake City, UT2026-10-23
G&S Capital LLC
83,959$2.0M0.6%CoreMediumDenver, CO2026-10-23
TMB Capital Partners, LLC
77,956$1.9M0.6%MomentumMediumLittle Rock, AR2026-10-20
Signal Advisors Wealth, LLC
77,006$1.9M0.1%ETFLowDetroit, MI2026-10-13
USAdvisors Wealth Management, LLC
70,804$1.7K0.0%ETFLowEden Prairie, MN2026-10-21
Wrenne Financial Planning LLC
70,005$1.7M0.6%ETFVery LowLexington, KY2026-10-30
MGO One Seven LLC
69,786$1.7M0.0%GrowthLowBeachwood, OH2026-10-28
Wealth Advisory Solutions, LLC
69,576$1.7M0.4%ETFLowZionsville, IN2026-10-20
E&G Advisors, LLC
69,444$1.7M0.3%ETFVery LowHouston, TX2026-10-13
HF Advisory Group, LLC
68,361$1.7M0.5%ValueLowAnnapolis, MD2026-10-09
Global Strategic Investment Solutions, LLC
66,785$1.6M0.1%ETFLowScottsdale, AZ2026-10-16
McAdam, LLC
64,174$1.6M0.1%ETFLowPhiladelphia, PA2026-10-21
TKG Advisors, LLC
63,885$1.6M0.5%MomentumMediumValparaiso, IN2026-11-02
Ballast Rock Private Wealth LLC
62,311$1.5M0.7%ETFMediumCharleston, SC2026-10-26
Citigroup Inc
61,254$1.5M0.0%CoreMediumNew York, NY2026-11-04
Koshinski Asset Management, Inc.
60,968$1.5M0.1%ETFLowDecatur, IL2026-10-29
Carnegie Investment Counsel
60,680$1.5M0.0%CoreLowPepper Pike, OH2026-10-20
Members Wealth LLC
59,545$1.4M0.7%ETFLowMedia, PA2026-10-20
Scheeler Financial LLC
57,275$1.4M1.1%CoreN/AWest Chester, OH2026-10-13
Security Financial Services, Inc.
56,629$1.4M0.2%ETFMediumFort Wayne, IN2026-10-29
Kestra Private Wealth Services, LLC
54,515$1.3M0.0%GrowthLowAustin, TX2026-10-30
Busey Bank
54,270$1.3M0.0%GrowthVery LowUrbana, IL2026-10-26
Lockerman Financial Group, Inc.
54,041$1.3M1.9%ETFMediumNewport Beach, CA2026-10-19
TrueWealth Advisors, LLC
53,982$1.3M0.3%ETFMediumBirmingham, AL2026-10-09
Axxcess Wealth Management, LLC
53,373$1.3M0.1%CoreLowCarlsbad, CA2026-10-21
Hofer & Associates. Inc
50,635$1.2M0.9%ETFHighThousand Oaks, CA2026-10-13
RED Crane Wealth Management, LLC
50,635$1.2M0.9%ETFLowSan Francisco, CA2026-10-14
Arsenal Capital Advisors LLC
49,318$1.2M0.6%GrowthLowConshohocken, PA2026-11-02
Fifth Third Bancorp
48,415$1.2M0.0%IndexVery LowCincinnati, OH2026-11-05
Diversify Wealth Management, LLC
47,784$1.2M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
47,784$1.2M0.0%GrowthLowSandy, UT2026-10-20
Destiny Wealth Partners, LLC
45,499$1.1M0.1%ETFMediumTavares, FL2026-11-05
Walkner Condon Financial Advisors LLC
45,461$1.1M0.1%ETFLowVerona, WI2026-11-02
Altus Wealth Group LLC
44,470$1.1M0.4%ETFLowColorado Springs, CO2026-10-20
Fermata Advisors, LLC
43,183$1.1M0.2%ETFLowSonoma, CA2026-10-13
Rooted Wealth Advisors, Inc.
41,867$1.1M0.3%ETFLowBourbonnais, IL2026-11-03
LexAurum Advisors, LLC
41,606$1.0M0.1%ETFLowOverland Park, KS2026-10-19
Balance Wealth Partners LLC
39,855$970.9K0.2%ETFMediumWorthington, OH2026-10-27
Private Wealth Group, LLC
39,246$956.0K0.4%ETFLowTampa, FL2026-10-19
SAX Wealth Advisors, LLC
39,109$952.7K0.0%ETFVery LowParsippany, NJ2026-10-13
Farther Finance Advisors, LLC
38,593$940.1K0.0%IndexLowSan Francisco, CA2026-10-08
Private Trust Co NA
37,620$916.4K0.1%CoreLowCleveland, OH2026-10-20
Larson Financial Group LLC
37,414$911.4K0.0%GrowthLowSt Louis, MO2026-11-05
Vicus Capital
37,114$912.6K0.1%ETFMediumState College, PA2026-11-05
Narus Financial Partners, LLC
37,068$903.0K0.2%ValueLowSalt Lake City, UT2026-10-19
Hibernia Wealth Partners, LLC
36,391$886.5K0.5%ETFVery LowBaton Rouge, LA2026-10-29
AdvisorNet Financial, Inc
35,719$873.7K0.0%ETFLowMinnetonka, MN2026-10-15
Fell Capital Management
35,042$853.6K0.7%CoreLowNewport Beach, CA2026-10-09
Legacy Wealth Partners, LLC
34,002$828.3K0.2%ETFHighLakewood, CO2026-10-15
Triad Wealth Partners, LLC
33,822$823.9K0.0%ETFMediumLawrence, KS2026-10-26
Richardson Financial Services Inc.
33,547$817.2K0.5%GrowthMediumMedway, MA2026-10-30
MSH Capital Advisors LLC
33,283$810.8K0.1%CoreLowScottsdale, AZ2026-11-03
Ascentis Independent Advisors
32,473$791.0K0.0%ETFLowDallas, TX2026-11-03
Tandem Investment Partners LLC
31,869$776.3K0.6%ETFLowBordentown, NJ2026-10-16
PKS Advisory Services, LLC
31,515$804.2K0.1%ETFMediumAlbany, NY2026-10-26
Keystone Wealth Services, LLC
31,392$765.0K0.1%ETFHighPalm Desert, CA2026-11-03
Cahaba Wealth Management, Inc.
30,110$733.5K0.0%ETFVery LowAtlanta, GA2026-10-26
Lynx Investment Advisory
30,004$730.9K0.2%ETFLowWashington, Dc, DC2026-10-27
Sharper & Granite LLC
28,560$731.7K0.3%ETFLowEl Segundo, CA2026-11-02
FWG Investments, Llc.
27,924$680.2K0.3%ETFMediumLexington, KY2026-11-03
Ascent Group, LLC
27,732$675.6K0.0%CoreLowVirginia Beach, VA2026-10-30
Farrell Financial LLC
25,579$623.1K0.3%ETFVery LowOrchard Park, NY2026-10-16
Harel Insurance Investments & Financial Services Ltd.
25,339$6170.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Forza Wealth Management, LLC
25,150$612.7K0.2%CoreVery LowSarasota, FL2026-10-20
Opulen Financial Group LLC
25,026$609.6K0.4%ETFVery LowArlington, VA2026-10-22
Tucker Asset Management LLC
24,685$601.3K0.1%ETFMediumLittleton, CO2026-10-29
Robertson Stephens Wealth Management, LLC
24,404$594.5K0.0%ETFMediumSan Francisco, CA2026-10-16
WealthPoint Financial, LLC
24,253$590.8K0.4%ETFMediumCramerton, NC2026-11-03
Snider Financial Group
24,193$589.3K0.1%GrowthLowBellevue, WA2026-10-16
Shum Financial Group, Inc.
23,549$573.6K0.3%GrowthVery LowAlameda, CA2026-10-13
Flagship Private Wealth, LLC
22,316$543.6K0.2%ETFLowWoburn, MA2026-11-05
Paladin Wealth, LLC
21,622$526.7K0.3%CoreLowArden Hills, MN2026-10-23
Worth Financial Advisory Group, LLC
21,571$525.5K0.2%GrowthVery LowCharlotte, NC2026-10-19
Carroll Advisory Group, LLC
21,511$524.0K0.2%ETFVery LowTexarkana, TX2026-10-16
Navigation Group, LLC
21,443$522.4K0.1%ETFVery LowRedwood City, CA2026-10-28
GEM Asset Management, LLC
20,783$506.3K0.2%ETFLowPlymouth, MI2026-10-13
Mascoma Wealth Management LLC
20,516$499.8K0.1%ETFVery LowHanover, NH2026-10-23
Nations Financial Group Inc,
20,481$498.9K0.0%CoreLowCedar Rapids, IA2026-11-05
Financial Advisory Partners, LLC
20,271$493.8K0.1%ETFVery LowWinter Park, FL2026-10-23
Westco Advisory Services Inc
19,755$481.2K0.3%GrowthLowLynbrook, NY2026-10-14
CoreCap Advisors, LLC
18,374$447.6K0.0%ETFMediumSouthfield, MI2026-10-08
Swmg, LLC
18,200$450.8K0.1%ETFMediumFort Worth, TX2026-10-23
OpenArc Corporate Advisory, LLC
17,107$416.7K0.0%GrowthLowAtlanta, GA2026-10-21
Eclectic Associates Inc
17,025$414.7K0.0%ETFVery LowFullerton, CA2026-10-09
Sharkey, Howes & Javer
16,964$413.2K0.0%ETFMediumDenver, CO2026-10-22
Onyx Bridge Wealth Group LLC
16,957$413.1K0.0%ETFMediumTarrytown, NY2026-10-16
Midwest Financial Network, LLC
16,793$409.1K0.3%ETFHighTinley Park, IL2026-10-13
Colton Groome Financial Advisors, LLC
15,840$385.9K0.1%ETFLowAsheville, NC2026-10-06
Concord Asset Management, LLC
15,515$377.9K0.1%GrowthLowAbingdon, VA2026-11-02
Concord Wealth Partners
15,515$377.9K0.0%GrowthLowAbingdon, VA2026-11-02
EverSource Wealth Advisors, LLC
15,406$375.3K0.0%CoreMediumBirmingham, AL2026-11-04
TD Waterhouse Canada Inc.
15,357$373.6K0.0%CoreLowToronto, Australia2026-10-16
Plan A Wealth LLC
15,320$373.2K0.1%CoreLowLincoln, NE2026-10-08
Brown, Lisle Ings, Inc.
15,255$371.6K0.1%CoreVery LowProvidence, RI2026-10-16
Daymark Wealth Partners, LLC
14,493$353.0K0.0%CoreLowCincinnati, OH2026-11-04
Prospect Financial Group LLC
13,769$335.4K0.3%ETFVery LowArlington, VA2026-11-05
Kure Advisory, LLC
13,659$332.7K0.2%ETFVery LowPlymouth, MN2026-10-08
StoneX Group Inc.
13,265$326.3K0.0%ETFMediumNew York, NY2026-11-03
Quest 10 Wealth Builders, Inc.
12,740$324.4K0.2%ETFLowFuquay-Varina, VA2026-11-02
Optivise Advisory Services LLC
12,646$308.1K0.2%ETFMediumFranklin, TN2026-10-19
Kingswood Wealth Advisors, LLC
12,223$297.8K0.0%GrowthLowSan Diego, CA2026-10-23
D.A. Davidson & Co.
12,183$296.8K0.0%CoreLowGreat Falls, MT2026-10-28
Advisor OS, LLC
12,175$296.6K0.0%ETFMediumChicago, IL2026-11-03
Balentine LLC
12,031$293.1K0.0%ETFLowAtlanta, GA2026-11-03
Palatine Hill Wealth Management, LLC
11,530$280.9K0.2%ETFMediumBirmingham, MI2026-11-03
Investment Planning Advisors, Inc.
11,458$279.1K0.1%ETFMediumCumming, GA2026-10-14
Professional Financial Advisors, LLC
11,355$276.6K0.0%ETFMediumNorth Platte, NE2026-10-13
Roman Butler Fullerton & Co
11,270$276.1K0.1%GrowthMediumSt Louis, MO2026-10-27
Insight Advisors, LLC/ PA
10,587$257.9K0.0%ETFMediumNewtown, PA2026-10-22
Olio Financial Planning
10,449$254.5K0.1%ETFVery LowMclean, VA2026-10-22
Postrock Partners LLC
10,286$250.6K0.1%CoreVery LowOverland Park, KS2026-11-02
Heartwood Wealth Advisors LLC
10,017$244.0K0.0%ETFLowRichmond, VA2026-10-05
Acorn Wealth Advisors, LLC
9,715$236.7K0.1%ETFLowGrand Blanc, MI2026-10-19
WealthCare Investment Partners, LLC
9,701$236.3K0.1%ETFLowPortsmouth, RI2026-11-05
RKL Wealth Management LLC
9,577$233.3K0.0%ETFVery LowLancaster, PA2026-10-16
Prospera Financial Services Inc
9,427$234.3K0.0%CoreMediumDallas, TX2026-11-04
Meridian Wealth Management, LLC
9,235$225.0K0.0%GrowthLowLexington, KY2026-11-05
Optimist Retirement Group LLC
9,106$221.8K0.1%ValueLowBellevue, WA2026-10-30
Atlas Private Wealth Advisors
8,595$209.4K0.0%ETFLowRed Bank, NJ2026-10-23
Asset Dedication, LLC
8,577$208.9K0.0%ETFLowSan Francisco, CA2026-11-03
Cooper Financial Group
8,572$208.8K0.0%GrowthMediumIrvine, CA2026-10-07
Ehrlich Financial Group
8,500$207.1K0.1%ETFHighLaguna Niguel, CA2026-10-20
Integrity Wealth Partners, LLC
8,424$205.2K0.2%ETFN/AWalnut Creek, CA2026-10-14
Maia Wealth LLC
8,321$202.7K0.0%ETFMediumDenver, CO2026-10-19
Buck Wealth Strategies, LLC
8,270$201.5K0.0%ValueMediumDenver, CO2026-10-28
Gibbs Wealth Management
8,226$200.4K0.0%CoreLowAlpharetta, GA2026-10-22
Realta Investment Advisors
7,858$191.4K0.1%GrowthMediumWilmington, DE2026-10-14
SBI Securities Co., Ltd.
7,233$176.2K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Parkside Financial Bank & Trust
7,031$171.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
KFG LLC
6,091$148.4K0.1%ETFN/ARapid City, SD2026-11-02
Wealth Enhancement Trust Services, Inc.
5,709$139.1K0.0%GrowthMediumSioux Falls, SD2026-10-07
Bullock Wealth Management Group
4,799$116.8K0.0%GrowthLowBloomington, IN2026-10-09
Key FInancial Inc
4,549$110.8K0.0%ETFLowWest Chester, PA2026-11-02
Rosenberg Matthew Hamilton
4,026$98.1K0.0%ETFVery LowGrand Junction, CO2026-10-05
Planning Strategies Inc.
2,933$71.4K0.0%ETFN/ALancaster, PA2026-10-02
Capital Investment Advisory Services, LLC
2,807$68.4K0.0%CoreMediumRaleigh, NC2026-10-30
JFS Wealth Advisors, LLC
2,735$66.6K0.0%ETFVery LowHermitage, PA2026-11-03
Triumph Capital Management
2,674$65.1K0.0%ETFMediumDenver, CO2026-10-14
Wolff Wiese Magana LLC
2,168$52.8K0.0%GrowthLowCarslbad, CA2026-10-15
Beacon Capital Management, Inc.
2,129$51.9K0.0%ETFMediumDayton, OH2026-10-13
Heritage Family Offices, LLP
1,932$47.1K0.0%GrowthHighScottsdale, AZ2026-11-02
Cape Investment Advisory, Inc.
1,871$45.6K0.0%ETFLowMcdonough, GA2026-10-13
Reyes Financial Architecture, Inc.
1,819$44.3K0.0%ETFVery HighSan Diego, CA2026-10-22
Mcdonald Partners LLC
1,707$41.6K0.0%CoreLowCleveland, OH2026-11-03
CX Institutional
1,598$390.0%CoreMediumAuburn, IN2026-10-02
IMG Wealth Management, Inc.
1,359$33.1K0.0%ETFMediumJacksonville, FL2026-10-27
Rossby Financial, LCC
1,335$32.5K0.0%ETFMediumMelbourne, FL2026-11-05
Lloyd Advisory Services, Llc.
1,052$25.6K0.0%ETFVery HighSuwanee, GA2026-11-02
Bare Financial Services, Inc
854$20.8K0.0%ETFVery LowGap, PA2026-11-04
Compass Financial Management LLC
844$20.6K0.0%CoreN/ATampa, FL2026-10-30
Hilton Head Capital Partners, LLC
836$20.4K0.0%CoreMediumHilton Head Island, SC2026-10-23
1620 Investment Advisors, Inc.
813$19.8K0.0%ValueLowPlymouth, MA2026-11-04
Key Capital Management, Inc
738$18.0K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Kingdom Financial Group Llc.
668$16.3K0.0%ETFMediumPeoria, AZ2026-11-04
Aventus Investment Advisors, Inc.
660$16.1K0.0%ETFLowNaples, FL2026-10-09
Valley National Advisers Inc
643$15.7K0.0%ETFLowBethlehem, PA2026-10-23
Ascentis Wealth Management, LLC
603$14.7K0.0%Agg GrowthLowDallas, TX2026-11-03
Phillips Financial Management, LLC
514$12.5K0.0%ETFVery LowFort Wayne, IN2026-10-19
Olistico Wealth, LLC
509$12.4K0.0%GrowthVery LowTulsa, OK2026-10-05
Dynamic Wealth Strategies, LLC
375$9.1K0.0%ETFLowGranite Bay, CA2026-10-16
Silver Grove Financial Group, Inc.
358$8.7K0.0%CoreMediumOrchard Park, NY2026-11-05
North Star Investment Management Corp.
292$7.1K0.0%CoreLowChicago, IL2026-10-27
TD Private Client Wealth LLC
285$6.9K0.0%ETFLowNew York, NY2026-10-28
Sima Wealth Partners, LLC
280$6.8K0.0%ETFVery LowRichmond, VA2026-10-19
MJT & Associates Financial Advisory Group, Inc.
257$6.3K0.0%ETFLowMontevideo, MN2026-10-07
Evolution Wealth Management Inc.
247$6.0K0.0%ETFMediumFort Myers, FL2026-10-28
Summit Securities Group LLC
228$5.6K0.0%CoreVery HighNew York, NY2026-11-05
Trust Co of Toledo NA
177$4.3K0.0%GrowthVery LowHolland, OH2026-10-16
Barrett & Company, Inc.
157$3.8K0.0%ETFLowProvidence, RI2026-10-22
Archer Investment Corp
138$3.4K0.0%CoreMediumCarmel, IN2026-11-05
Networth Advisors, LLC
125$3.0K0.0%ETFMediumCanonsburg, PA2026-11-03
Hughes Financial Services, LLC
111$2.8K0.0%ETFLowHerndon, VA2026-10-30
Investors Research Corp
84$2.0K0.0%ETFLowAtlanta, GA2026-10-07
Farmers & Merchants Trust Co of Chambersburg PA
81$20.0%GARPLowChambersburg, PA2026-10-14
Covestor Ltd
78$20.0%ValueHighLondon, United Kingdom2026-10-30
Gamma Investing LLC
47$1.1K0.0%IndexVery LowFoster City, CA2026-10-08
Wealth Analytics Partners, LLC
37$8930.0%ETFVery LowSan Diego, CA2026-10-19
Bfsg, LLC
30$7310.0%CoreLowIrvine, CA2026-10-30
Root Financial Partners, LLC
27$6680.0%ETFMediumEncinitas, CA2026-10-21
SJS Investment Consulting Inc.
9$2200.0%ETFVery LowSylvania, OH2026-10-26
Allspring Global Investments Holdings, LLC
1$240.0%CoreMediumCharlotte, NC2026-11-04