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SS Spdr P S&P 1500 Comp ETF (SPTM)

CUSIP: 78464A805 | NYSE | 1389 institutional holders

Quarters

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

Assetmark, Inc7,961,928
1.2% of portfolio›$732.9M
Creative Planning4,276,956
0.2% of portfolio›$393.7M
Wealthcare Advisory Partners LLC2,458,194
3.8% of portfolio›$226.3M
Professional Financial Advisors, LLC1,881,168
29.5% of portfolio›$173.2M
Hughes Financial Services, LLC1,796,000
21.3% of portfolio›$167.3M
Wealth Enhancement Advisory Services, LLC1,436,148
0.2% of portfolio›$134.2M
Syntegra Private Wealth Group, LLC1,335,225
9.4% of portfolio›$122.9M
Blueprint Investment Partners LLC1,082,347
8.0% of portfolio›$99.6M
ARS Wealth Advisors Group, LLC1,014,692
6.8% of portfolio›$93.4M
Rosenberg Matthew Hamilton897,808
14.8% of portfolio›$82.6M
Voisard Asset Management Group, Inc.873,991
14.9% of portfolio›$80.5M
B.O.S.S. Retirement Advisors, LLC836,900
22.2% of portfolio›$77.0M
Shepherd Financial Partners LLC779,276
5.8% of portfolio›$71.7M
Cambridge Investment Research Advisors, Inc.746,884
0.0% of portfolio›$68.8K
Weitzel Financial Services, Inc.690,842
21.6% of portfolio›$64.2M
Legacy Private Trust Co.613,626
3.1% of portfolio›$56.5M
State of Michigan Retirement System565,479
0.2% of portfolio›$52.1M
Blueprint Financial Advisors LLC520,715
5.1% of portfolio›$47.9M
Symphony Financial, Ltd. Co.493,328
4.1% of portfolio›$45.7M
Winthrop Advisory Group LLC470,147
2.7% of portfolio›$43.3M
Aquire Wealth Advisors, LLC453,027
9.4% of portfolio›$41.7M
Park Avenue Securities LLC416,369
0.0% of portfolio›$38.3K
Woodard & Co Asset Management Group Inc412,985
5.7% of portfolio›$38.0M
Owl Creek Wealth Partners LLC412,556
10.7% of portfolio›$38.0M
Treasure Coast Financial Planning400,914
17.6% of portfolio›$36.9M
Rinkey Investments358,616
7.9% of portfolio›$33.0M
Boston Standard Wealth Management, LLC349,333
4.6% of portfolio›$32.2M
RFG Advisory, LLC329,106
0.4% of portfolio›$30.3M
Financial Planning Fort Collins, LLC304,495
20.5% of portfolio›$28.0M
Navigation Group, LLC300,606
5.5% of portfolio›$27.7M
Dorval Corp299,528
7.9% of portfolio›$27.6M
RVW Wealth, LLC297,605
1.8% of portfolio›$27.4M
Fox Financial, Inc296,648
19.5% of portfolio›$27.3M
BIP Wealth, LLC280,956
0.7% of portfolio›$25.9M
James T. Borello RIA277,223
5.3% of portfolio›$25.5M
SigFig Wealth Management, LLC271,829
0.6% of portfolio›$25.0M
Beacon Capital Management, Inc.262,626
1.5% of portfolio›$24.2M
Spartan Planning & Wealth Management259,652
15.6% of portfolio›$23.9M
Compass Financial Group, Inc237,034
2.4% of portfolio›$21.8M
Annex Advisory Services, LLC236,954
0.4% of portfolio›$21.8M
Parallel Advisors, LLC214,344
0.3% of portfolio›$19.7M
HBW Advisory Services LLC207,416
1.9% of portfolio›$19.1M
Atlas Private Wealth Advisors187,850
3.7% of portfolio›$17.3M
Wall Capital Group, Inc.182,087
13.8% of portfolio›$16.8M
AlphaCore Capital LLC179,729
0.3% of portfolio›$16.5M
Facet Wealth, Inc.171,680
0.2% of portfolio›$15.8M
Ervin Investment Management, LLC169,686
8.4% of portfolio›$15.6M
Lido Advisors, LLC159,538
0.0% of portfolio›$14.7M
R. W. Roge & Company, Inc.158,128
0.0% of portfolio›$14.6K
Royal Harbor Partners, LLC157,139
4.4% of portfolio›$14.5M
Breakwater Investment Management156,111
4.8% of portfolio›$14.4M
Farther Finance Advisors, LLC150,094
0.1% of portfolio›$13.8M
XML Financial, LLC148,682
1.0% of portfolio›$13.7M
Eclectic Associates Inc143,024
1.5% of portfolio›$13.2M
Sentinel Pension Advisors, LLC136,416
1.6% of portfolio›$12.6M
Evensky & Katz LLC135,213
0.0% of portfolio›$12.4K
G&S Capital LLC133,460
3.6% of portfolio›$12.3M
Commonwealth Equity Services, LLC131,936
0.0% of portfolio›$12.1M
R2 Capital Strategies, LLC129,863
5.1% of portfolio›$12.0M
Iron Financial LLC127,472
4.9% of portfolio›$11.7M
Investors Research Corp127,175
2.1% of portfolio›$11.7M
Balentine LLC124,831
0.4% of portfolio›$11.5M
Freedom Day Solutions, LLC122,695
2.5% of portfolio›$11.3M
Redwood Financial Network Corp121,851
6.1% of portfolio›$11.2M
Independent Financial Group, LLC120,873
0.2% of portfolio›$11.1M
Summit Investment Advisory Services, LLC117,053
2.7% of portfolio›$10.8M
Beacon Financial Group115,368
1.0% of portfolio›$10.6M
Balefire, LLC113,283
1.6% of portfolio›$10.4M
Exchange Traded Concepts, LLC107,086
0.0% of portfolio›$9.9M
Isthmus Partners, LLC103,047
0.9% of portfolio›$9.5M
Cascade Investment Group, Inc.99,991
5.1% of portfolio›$9.2M
Cannon Financial Strategists, Inc.96,581
1.0% of portfolio›$8.9M
VestGen Advisors, LLC94,887
0.3% of portfolio›$8.7M
Tempus Wealth Planning, LLC94,883
1.7% of portfolio›$8.7M
Private Wealth Group, LLC93,399
3.3% of portfolio›$8.6M
Wealth Alliance Advisory Group, LLC86,151
1.1% of portfolio›$7.9M
Ashton Thomas Private Wealth, LLC85,593
0.2% of portfolio›$7.9M
True Blue Financial, LLC84,327
2.9% of portfolio›$7.8M
Sheets Smith Wealth Management83,684
0.8% of portfolio›$7.7M
SFG Wealth Management, Llc.82,981
2.7% of portfolio›$7.6M
Flagship Harbor Advisors, LLC81,976
0.3% of portfolio›$7.5M
Vise Technologies, Inc.80,332
0.1% of portfolio›$7.4M
Kestra Advisory Services, LLC80,261
0.0% of portfolio›$7.4M
Aerodigm Wealth, LLC79,686
2.5% of portfolio›$7.3M
Atria Investments, Inc78,573
0.1% of portfolio›$7.2M
Ethic Inc.72,401
0.1% of portfolio›$6.7M
Integrated Capital Management, Inc.70,120
4.6% of portfolio›$6.5M
Trinity Wealth Management, LLC69,919
2.0% of portfolio›$6.4M
Apeiron RIA LLC68,851
1.4% of portfolio›$6.4M
Values Added Financial LLC67,752
2.2% of portfolio›$6.2M
LVM Capital Management LTD66,122
0.5% of portfolio›$6.1M
CGN Advisors LLC60,491
0.4% of portfolio›$5.6M
Avior Wealth Management, LLC59,247
0.1% of portfolio›$5.5M
TKG Advisors, LLC59,110
1.9% of portfolio›$5.4M
Dagco, Inc.52,555
0.8% of portfolio›$4.8M
Beam Wealth Advisors, Inc.52,531
1.0% of portfolio›$4.8M
Andrews Advisory Associates, LLC52,400
2.2% of portfolio›$4.8M
Investment Planning Advisors, Inc.49,915
1.0% of portfolio›$4.6M
Advisor OS, LLC49,840
0.3% of portfolio›$4.6M
Tennessee Valley Asset Management Partners47,620
0.5% of portfolio›$4.4M
Financial Solutions Advisory Group, Inc.46,876
0.5% of portfolio›$4.3M
Wealth Advisory Solutions, LLC45,542
0.9% of portfolio›$4.2M
Fullerton Advisors, LLC44,526
3.8% of portfolio›$4.1M
Claro Advisors Inc.37,712
0.3% of portfolio›$3.5M
KWB Wealth35,965
0.3% of portfolio›$3.3M
Twelve Points Wealth Management LLC35,937
0.6% of portfolio›$3.3M
Petersen Hastings Wealth Advisors Inc.34,501
0.3% of portfolio›$3.2M
Altus Wealth Group LLC31,868
1.1% of portfolio›$2.9M
Praetorian Wealth Management, Inc.31,275
0.5% of portfolio›$2.9M
Westside Investment Management, Inc.29,430
0.3% of portfolio›$2.7M
Red Mountain Financial, LLC29,303
2.3% of portfolio›$2.7M
Murphy & Mullick Capital Management Corp28,814
1.6% of portfolio›$2.7M
Bernardo Wealth Planning LLC28,006
0.2% of portfolio›$2.6M
Paulson Wealth Management Inc.27,511
0.5% of portfolio›$2.5M
Truist Financial Corp27,378
0.0% of portfolio›$2.5M
Patriot Financial Group Insurance Agency, LLC27,188
0.2% of portfolio›$2.5M
Northwest Wealth Management, LLC27,075
0.3% of portfolio›$2.5M
Raab & Moskowitz Asset Management LLC27,047
0.5% of portfolio›$2.5M
LJI Wealth Management, LLC25,804
0.3% of portfolio›$2.4M
Center For Asset Management LLC25,697
1.1% of portfolio›$2.4M
Perigon Wealth Management, LLC25,613
0.0% of portfolio›$2.4M
Wealthcare Capital Management LLC25,589
0.3% of portfolio›$2.4M
LexAurum Advisors, LLC25,505
0.3% of portfolio›$2.3M
Fingerlakes Wealth Management, Inc.24,857
1.2% of portfolio›$2.3M
Chicago Partners Investment Group LLC24,626
0.0% of portfolio›$2.3M
Convergence Financial, LLC24,621
0.3% of portfolio›$2.3M
Jacksonville Wealth Management, LLC24,584
1.2% of portfolio›$2.3M
Daymark Wealth Partners, LLC24,522
0.1% of portfolio›$2.3M
WealthPlan Investment Management, LLC24,486
0.1% of portfolio›$2.3M
Equita Financial Network, Inc.24,132
0.6% of portfolio›$2.2M
Stevens Capital Partners23,782
0.4% of portfolio›$2.2M
Decker Wealth Management LLC23,663
0.4% of portfolio›$2.2M
Sharper & Granite LLC23,586
0.6% of portfolio›$1.9M
JFS Wealth Advisors, LLC23,196
0.1% of portfolio›$2.1M
Semitam Bonam LLC21,507
1.4% of portfolio›$2.0M
Novem Group20,227
0.2% of portfolio›$1.9M
Matauro, LLC19,918
0.2% of portfolio›$1.8M
Private Trust Co NA19,836
0.1% of portfolio›$1.8M
Wrenne Financial Planning LLC19,807
0.6% of portfolio›$1.8M
Trilogy Capital Inc.19,702
0.1% of portfolio›$1.8M
Procyon Advisors, LLC19,679
0.1% of portfolio›$1.8M
Towercrest Capital Management19,546
0.3% of portfolio›$1.8M
Colton Groome Financial Advisors, LLC19,482
0.4% of portfolio›$1.8M
Root Financial Partners, LLC19,228
0.1% of portfolio›$1.8M
Strategic Blueprint, LLC18,977
0.1% of portfolio›$1.7M
FMA Wealth Management, LLC18,956
1.1% of portfolio›$1.7M
TFB Advisors LLC18,811
0.7% of portfolio›$1.7M
Axxcess Wealth Management, LLC18,745
0.1% of portfolio›$1.7M
HMV Wealth Advisors, LLC18,560
0.6% of portfolio›$1.7M
Peterson Wealth Advisors, LLC18,289
0.2% of portfolio›$1.7M
Climber Capital SA18,160
1.0% of portfolio›$1.6M
Insight Advisors, LLC/ PA18,023
0.3% of portfolio›$1.7M
Wealthcare Capital Partners, LLC17,622
0.7% of portfolio›$1.6M
HUB Investment Partners, LLC17,465
0.0% of portfolio›$1.6M
Telos Capital Management, Inc.17,444
0.1% of portfolio›$1.6M
Glenview Trust Co17,293
0.0% of portfolio›$1.6M
Galvin, Gaustad & Stein, LLC17,227
0.1% of portfolio›$1.6M
McClarren Financial Advisors, Inc.17,126
0.8% of portfolio›$1.6M
Stewardship Advisors, LLC16,787
0.3% of portfolio›$1.5M
Omnitrust Wealth Management, Inc16,779
1.8% of portfolio›$1.5M
Virtue Capital Management, LLC16,475
0.2% of portfolio›$1.5M
VCI Wealth Management LLC16,458
0.4% of portfolio›$1.5M
Leeward Financial Partners, LLC16,418
0.4% of portfolio›$1.5M
Armbruster Capital Management, Inc.15,916
0.2% of portfolio›$1.5M
Alliance Wealth Management Group15,846
0.3% of portfolio›$1.5M
Tlwm15,497
0.2% of portfolio›$1.4M
Sutton Place Investors LLC15,099
0.7% of portfolio›$1.4M
Waller Financial Planning Group, Inc14,925
0.3% of portfolio›$1.4M
Lane Brothers & Co Inc14,857
1.4% of portfolio›$1.4M
Asset Dedication, LLC14,666
0.1% of portfolio›$1.4M
Sowell Financial Services LLC14,610
0.0% of portfolio›$1.3M
Gilpin Wealth Management, LLC14,513
0.9% of portfolio›$1.3M
Kingswood Wealth Advisors, LLC14,430
0.1% of portfolio›$1.3M
Madrona Financial Services, LLC14,378
0.2% of portfolio›$1.3M
First Horizon Corp14,341
0.1% of portfolio›$1.3M
Penobscot Wealth Management14,297
0.3% of portfolio›$1.3M
Emprise Bank14,235
0.5% of portfolio›$1.3M
Apollon Wealth Management, LLC14,197
0.0% of portfolio›$1.3M
Friday Financial14,012
0.3% of portfolio›$1.3M
Keystone Financial Group, Inc.13,900
0.7% of portfolio›$1.3M
Morling Financial Advisors, LLC13,830
0.3% of portfolio›$1.3M
Arthur M. Cohen & Associates, LLC13,404
0.2% of portfolio›$1.2M
Sunburst Financial Group, LLC13,116
0.2% of portfolio›$1.2M
Prentice Wealth Management LLC12,710
0.2% of portfolio›$1.2M
Squire Investment Management Company, LLC12,506
0.3% of portfolio›$1.2M
Financial Enhancement Group LLC12,336
0.1% of portfolio›$1.2M
Belleair Asset Management, LLC12,271
1.0% of portfolio›$1.1M
Summit Financial Strategies, Inc.12,201
0.1% of portfolio›$1.1M
Journey Advisory Group, LLC12,191
0.1% of portfolio›$1.1M
Waystone Advisors LLC11,726
0.8% of portfolio›$1.1M
Davenport & Co LLC11,335
0.0% of portfolio›$1.0M
Intrua Financial, LLC11,313
0.1% of portfolio›$1.0M
Ridgeline Wealth Planning, LLC10,879
0.6% of portfolio›$1.0M
Wedbush Securities Inc10,857
0.0% of portfolio›$999
Goldstein Advisors, LLC10,795
0.1% of portfolio›$993.7K
Cornell Pochily Investment Advisors, Inc.10,730
0.3% of portfolio›$987.7K
Curat Global, LLC10,700
0.8% of portfolio›$984.9K
Bokf, NA10,660
0.0% of portfolio›$981.3K
Global Wealth Management Investment Advisory, Inc.10,637
0.1% of portfolio›$979.1K
Darrow Company, Inc.10,548
0.4% of portfolio›$971.0K
Koshinski Asset Management, Inc.10,530
0.1% of portfolio›$969.3K
Gibson Wealth Advisors LLC10,500
0.6% of portfolio›$966.5K
MW Advisory, LLC10,491
0.4% of portfolio›$965.7K
Modera Wealth Management, LLC10,436
0.0% of portfolio›$960.7K
Olio Financial Planning10,142
0.2% of portfolio›$933.6K
Detalus Advisors, LLC10,081
0.2% of portfolio›$928.0K
Indivisible Partners9,685
0.0% of portfolio›$891.5K
Independent Wealth Network Inc.9,494
0.2% of portfolio›$874.0K
Cambridge Financial Group, LLC9,327
0.3% of portfolio›$846.8K
Krilogy Financial LLC9,109
0.0% of portfolio›$855.5K
MBE Wealth Management, LLC8,868
0.3% of portfolio›$816.3K
CogentBlue Wealth Advisors, LLC8,574
0.7% of portfolio›$789.3K
Concurrent Investment Advisors, LLC8,450
0.0% of portfolio›$777.8K
Arlington Trust Co LLC8,431
0.1% of portfolio›$776.1K
Prosperity Financial Group, Inc.8,374
0.2% of portfolio›$770.8K
Crusonia Wealth Advisors LLC8,212
0.1% of portfolio›$755.9K
Amicus Financial Advisors, LLC8,191
0.2% of portfolio›$754.0K
CoreCap Advisors, LLC8,087
0.0% of portfolio›$744.4K
Pacific Excel Wealth Advisors, Inc.7,947
0.8% of portfolio›$731.5K
Jericho Financial, LLP7,936
0.4% of portfolio›$730.5K
GSG Advisors LLC7,738
0.2% of portfolio›$712.3K
RFG Holdings, Inc.7,703
0.1% of portfolio›$709.1K
Wise Wealth Partners7,605
1.3% of portfolio›$700.0K
Peirce Capital Management, LLC7,415
0.3% of portfolio›$682.6K
Choreo, LLC7,317
0.0% of portfolio›$673.5K
Burns Matteson Capital Management, LLC7,286
0.2% of portfolio›$670.7K
Elmwood Wealth Management, Inc.7,090
0.2% of portfolio›$652.6K
Mission Wealth Management, LP7,051
0.0% of portfolio›$649.0K
SpringVest Wealth Management LLC6,934
0.4% of portfolio›$638.3K
New Wave Wealth Advisors LLC6,816
0.2% of portfolio›$640.4K
Successful Portfolios LLC6,358
0.3% of portfolio›$594.9K
Brighton Jones LLC6,354
0.0% of portfolio›$584.9K
Sigma Planning Corp6,196
0.0% of portfolio›$570.4K
Crumly & Associates Inc.6,186
0.1% of portfolio›$569.4K
Graetz Wealth LLC6,166
0.4% of portfolio›$567.6K
Diversify Wealth Management, LLC6,136
0.0% of portfolio›$572.1K
Diversify Advisory Services, LLC6,136
0.0% of portfolio›$572.1K
Prime Capital Investment Advisors, LLC6,041
0.0% of portfolio›$556.1K
Dynamic Advisor Solutions LLC6,038
0.0% of portfolio›$555.8K
Brookstone Capital Management6,002
0.0% of portfolio›$552.5K
Post Resch Tallon Group Inc.5,957
0.4% of portfolio›$548.3K
Integrated Advisors Network LLC5,951
0.0% of portfolio›$547.8K
JGP Wealth Management, LLC5,907
0.0% of portfolio›$543.7K
Partnership Wealth Management, LLC5,677
0.4% of portfolio›$522.5K
Pinnacle Wealth Management Group, Inc.5,675
0.2% of portfolio›$522.4K
Vestia Personal Wealth Advisors5,648
0.2% of portfolio›$519.9K
Wiser Wealth Management, Inc5,599
0.1% of portfolio›$515.4K
Flynn Zito Capital Management, LLC5,578
0.1% of portfolio›$513.5K
Apella Capital, LLC5,547
0.0% of portfolio›$520.4K
Patten Group, Inc.5,444
0.1% of portfolio›$501.1K
Retirement Planning Group, LLC5,421
0.0% of portfolio›$499.0K
EverSource Wealth Advisors, LLC5,334
0.0% of portfolio›$491.0K
Vigilare Wealth Management5,267
0.1% of portfolio›$484.9K
Ridgeline Wealth, LLC5,258
0.3% of portfolio›$494.0K
Echo Wealth Management, LLC5,123
0.2% of portfolio›$471.6K
Jnba Financial Advisors5,060
0.0% of portfolio›$465.8K
Gerber Kawasaki Wealth & Investment Management5,032
0.0% of portfolio›$463.2K
Lloyd Advisory Services, Llc.4,921
0.2% of portfolio›$453.0K
Rockwood Wealth Management, LLC4,889
0.0% of portfolio›$450.0K
Howard Wealth Management, LLC4,887
0.2% of portfolio›$449.9K
MGO One Seven LLC4,824
0.0% of portfolio›$444.0K
BCK Partners, Inc.4,751
0.2% of portfolio›$437.3K
Raleigh Capital Management Inc.4,663
0.1% of portfolio›$429.3K
Accurate Wealth Management, LLC4,614
0.0% of portfolio›$433.5K
Gradient Capital Advisors, LLC4,560
0.1% of portfolio›$419.8K
Focus Financial Network, Inc.4,550
0.0% of portfolio›$418.8K
IFP Advisors, Inc4,531
0.0% of portfolio›$417.1K
Firethorn Wealth Partners, LLC4,501
0.1% of portfolio›$414.3K
Beacon Capital Management, LLC4,475
0.1% of portfolio›$411.9K
Fusion Capital, LLC4,460
0.1% of portfolio›$410.6K
Sherman Wealth Management LLC4,459
0.3% of portfolio›$410.5K
Midwest Trust Co4,444
0.0% of portfolio›$409.1K
Attessa Capital LLC4,423
0.2% of portfolio›$407.1K
Triumph Capital Management4,414
0.1% of portfolio›$406.3K
Oak Harvest Investment Services4,328
0.0% of portfolio›$398.4K
Trademark Financial Management, LLC4,312
0.2% of portfolio›$397.0K
ARQ Wealth Advisors, LLC4,228
0.0% of portfolio›$389.2K
Johnson Bixby & Associates, LLC4,223
0.0% of portfolio›$388.7K
McKinley Carter Wealth Services, Inc.4,192
0.0% of portfolio›$385.9K
Independence Wealth Advisors, LLC4,178
0.2% of portfolio›$384.5K
Washburn Capital Management, Inc.4,175
0.2% of portfolio›$384.3K
Unique Wealth, LLC4,127
0.0% of portfolio›$379.9K
Horst & Graben Wealth Management LLC4,113
0.0% of portfolio›$378.6K
Beaumont Financial Advisors, LLC4,049
0.0% of portfolio›$372.7K
Balboa Wealth Partners4,000
0.0% of portfolio›$368.2K
Crew Capital Management, Ltd4,000
0.2% of portfolio›$368.2K
Core Wealth Management, Inc.3,906
0.1% of portfolio›$359.5K
StoneX Group Inc.3,893
0.0% of portfolio›$361.7K
Orin Green Financial, LLC3,816
0.1% of portfolio›$351.3K
Capital Investment Advisory Services, LLC3,699
0.0% of portfolio›$341.6K
Lanark Financial, Inc.3,684
0.0% of portfolio›$339.1K
Emergent Wealth Advisors, LLC3,663
0.2% of portfolio›$337.1K
Richardson Financial Services Inc.3,653
0.2% of portfolio›$336.3K
SBI Securities Co., Ltd.3,652
0.0% of portfolio›$336.2K
Omni 360 Wealth, Inc.3,630
0.2% of portfolio›$334.1K
XY Planning Network, Inc.3,621
0.0% of portfolio›$333.3K
Steel Grove Capital Advisors, LLC3,606
0.0% of portfolio›$331.9K
Formidable Asset Management, LLC3,597
0.0% of portfolio›$326.5K
McNaughton Wealth Management, LLC3,587
0.1% of portfolio›$330.2K
Capital Investment Advisors, LLC3,555
0.0% of portfolio›$327.2K
Brewster Financial Planning LLC3,554
0.2% of portfolio›$327.1K
Intelligence Driven Advisers, LLC3,540
0.1% of portfolio›$325.9K
Aspen Wealth Management LLC3,502
0.1% of portfolio›$322.4K
First Heartland Consultants, Inc.3,492
0.0% of portfolio›$321.5K
Ascent Group, LLC3,457
0.0% of portfolio›$318.2K
CRA Financial Services, LLC3,439
0.0% of portfolio›$316.6K
Range Financial Group LLC3,415
0.1% of portfolio›$314.3K
Future Financial Wealth Managment LLC3,354
0.2% of portfolio›$308.7K
Buska Wealth Management, LLC3,278
0.1% of portfolio›$301.7K
True Private Wealth Advisors3,271
0.0% of portfolio›$301.2K
Venture Visionary Partners LLC3,247
0.0% of portfolio›$298.9K
Quadcap Wealth Management, LLC3,187
0.0% of portfolio›$293.3K
6th Street Advisors, LLC3,180
0.2% of portfolio›$292.7K
Kaufman Rossin Wealth, LLC3,177
0.1% of portfolio›$292.4K
Legacy Wealth Management, LLC / MS3,132
0.1% of portfolio›$288.3K
Balance Wealth Partners LLC3,097
0.1% of portfolio›$285.1K
Cookson Peirce & Co Inc3,078
0.0% of portfolio›$283.3K
Provenance Wealth Advisors, LLC3,071
0.0% of portfolio›$282.7K
Richard P Slaughter Associates Inc3,007
0.1% of portfolio›$276.8K
Legacy Advisory Services, LLC2,983
0.2% of portfolio›$274.6K
SMI Advisory Services, LLC2,891
0.0% of portfolio›$271.8K
HB Wealth Management, LLC2,879
0.0% of portfolio›$265.0K
Colonial River Investments, LLC2,872
0.1% of portfolio›$264.3K
Parisi Gray Wealth Management2,867
0.1% of portfolio›$263.9K
Client 1ST Advisory Group, LLC2,866
0.1% of portfolio›$263.8K
Noesis Capital Mangement Corp2,788
0.0% of portfolio›$256.6K
Horizon Wealth Management, LLC2,776
0.0% of portfolio›$255.5K
Montag A & Associates Inc2,750
0.0% of portfolio›$253.1K
Blake Schutter Theil Wealth Advisors, LLC2,742
0.2% of portfolio›$252.4K
Hoese & Co LLP2,721
0.2% of portfolio›$250.5K
MBM Wealth Consultants, LLC2,716
0.0% of portfolio›$250.0K
Plus Group Wealth Advisors LLC2,714
0.2% of portfolio›$249.9K
Downshift Financial, LLC2,700
0.1% of portfolio›$248.5K
Focused Wealth Management, Inc2,682
0.0% of portfolio›$246.9K
Luminvest Wealth Management LLC2,680
0.1% of portfolio›$246.7K
Compass Ion Advisors, LLC2,628
0.0% of portfolio›$241.9K
CX Institutional2,622
0.0% of portfolio›$241
Higgins & Schmidt Wealth Strategies LLC2,614
0.1% of portfolio›$240.7K
Simplicity Wealth,LLC2,599
0.0% of portfolio›$239.2K
Angeles Wealth Management, LLC2,576
0.0% of portfolio›$237.1K
Howard Bailey Securities, LLC2,573
0.1% of portfolio›$236.8K
Quarry Hill Advisors, LLC2,545
0.1% of portfolio›$234.3K
Victory Financial Group, LLC2,526
0.0% of portfolio›$232.5K
Plancorp, LLC2,475
0.0% of portfolio›$226.5K
Outlook Wealth Advisors, LLC2,472
0.0% of portfolio›$227.5K
Alchemi Wealth, LLC2,465
0.1% of portfolio›$226.9K
Csenge Advisory Group2,386
0.0% of portfolio›$219.6K
CWA Asset Management Group, LLC2,350
0.0% of portfolio›$216.3K
Hunter Associates Investment Management LLC2,342
0.0% of portfolio›$212
Fourpath Capital Management, LLC2,328
0.0% of portfolio›$214.3K
Pinion Investment Advisors, LLC2,309
0.0% of portfolio›$212.5K
Atwood & Palmer Inc2,298
0.0% of portfolio›$211.5K
Wesbanco Bank Inc2,294
0.0% of portfolio›$211.2K
KPP Advisory Services LLC2,252
0.0% of portfolio›$207.3K
4Wealth Advisors, Inc.2,252
0.1% of portfolio›$207.9K
Acropolis Investment Management, LLC2,226
0.0% of portfolio›$204.9K
Zenith Solutions, Inc.2,207
0.2% of portfolio›$203.1K
Signaturefd, LLC1,813
0.0% of portfolio›$166.9K
Planning Strategies Inc.1,615
0.1% of portfolio›$148.7K
Cherry Tree Wealth Management, LLC1,529
0.0% of portfolio›$140.7K
Signature Equity Partners, LLC1,518
0.0% of portfolio›$139.7K
Mather Group, Llc.1,446
0.0% of portfolio›$133.1K
Tompkins Financial Corp1,398
0.0% of portfolio›$128.7K
Plante Moran Financial Advisors, LLC1,112
0.0% of portfolio›$102.4K
Foresight Capital Management Advisors, Inc.977
0.0% of portfolio›$89.9K
Toth Financial Advisory Corp976
0.0% of portfolio›$89.8K
Wealth Enhancement Trust Services, Inc.915
0.0% of portfolio›$84.2K
Quest 10 Wealth Builders, Inc.870
0.1% of portfolio›$80.1K
TD Private Client Wealth LLC821
0.0% of portfolio›$75.6K
North Star Investment Management Corp.789
0.0% of portfolio›$72.6K
Nfsg Corp741
0.0% of portfolio›$68.2K
Entrust Financial LLC677
0.0% of portfolio›$62.3K
Ashton Thomas Securities, LLC669
0.0% of portfolio›$61.6K
Global Trust Asset Management, LLC629
0.0% of portfolio›$57.9K
Trust Co of Toledo NA598
0.0% of portfolio›$55.0K
Concord Wealth Partners552
0.0% of portfolio›$50.8K
Spire Wealth Management524
0.0% of portfolio›$48.3K
Gamma Investing LLC502
0.0% of portfolio›$46.2K
First Pacific Financial500
0.0% of portfolio›$46.0K
Farmers & Merchants Investments Inc500
0.0% of portfolio›$46.0K
GHP Investment Advisors, Inc.496
0.0% of portfolio›$45.6K
Maryland Capital Advisors Inc.483
0.0% of portfolio›$44.5K
Essential Investment Partners LLC480
0.0% of portfolio›$44.2K
Kingdom Financial Group Llc.461
0.0% of portfolio›$42.5K
Citigroup Inc392
0.0% of portfolio›$36.1K
Heritage Family Offices, LLP344
0.0% of portfolio›$31.6K
Main Street Group, LTD339
0.0% of portfolio›$31.2K
Aventus Investment Advisors, Inc.331
0.0% of portfolio›$30.5K
TD Waterhouse Canada Inc.324
0.0% of portfolio›$29.9K
North Point Portfolio Managers Corp300
0.0% of portfolio›$27.6K
Washington Trust Advisors, Inc.289
0.0% of portfolio›$26.6K
Phillip James Consulting Co.280
0.0% of portfolio›$25.8K
Creative Financial Designs Inc279
0.0% of portfolio›$25.7K
Abound Wealth Management271
0.0% of portfolio›$24.9K
Register Financial Advisors LLC263
0.0% of portfolio›$24.2K
Bay Harbor Wealth Management, LLC239
0.0% of portfolio›$22.0K
Private Wealth Management Group, LLC231
0.0% of portfolio›$21.3K
Ascentis Independent Advisors229
0.0% of portfolio›$21.1K
Compass Wealth Management LLC213
0.0% of portfolio›$19.6K
Financial Consulate, Inc194
0.0% of portfolio›$17.9K
Sfam, LLC171
0.0% of portfolio›$15.7K
Tsfg, LLC156
0.0% of portfolio›$14
Caldwell Trust Co150
0.0% of portfolio›$13.8K
Farmers & Merchants Trust Co of Chambersburg PA146
0.0% of portfolio›$13
Moisand Fitzgerald Tamayo, LLC139
0.0% of portfolio›$12.8K
KFG LLC134
0.0% of portfolio›$12.3K
IMG Wealth Management, Inc.119
0.0% of portfolio›$11.0K
Allspring Global Investments Holdings, LLC107
0.0% of portfolio›$10.0K
Oakworth Capital, Inc.106
0.0% of portfolio›$9.8K
Tower View Wealth Management LLC102
0.0% of portfolio›$9.4K
Sima Wealth Partners, LLC74
0.0% of portfolio›$6.8K
GoalVest Advisory LLC70
0.0% of portfolio›$6.4K
Dhjj Financial Advisors, Ltd.70
0.0% of portfolio›$6.4K
Latitude Advisors, LLC69
0.0% of portfolio›$6.4K
Networth Advisors, LLC57
0.0% of portfolio›$5.3K
Key FInancial Inc55
0.0% of portfolio›$5.1K
Halbert Hargrove Global Advisors, LLC50
0.0% of portfolio›$4.6K
1620 Investment Advisors, Inc.30
0.0% of portfolio›$2.8K
Nemes Rush Group LLC23
0.0% of portfolio›$2.1K
Cape Investment Advisory, Inc.21
0.0% of portfolio›$1.9K
Barrett & Company, Inc.12
0.0% of portfolio›$1.1K
Advocate Investing Services LLC7
0.0% of portfolio›$644
Signature Resources Capital Management, LLC6
0.0% of portfolio›$552
Prairie Wealth Advisors, Inc.0
0.2% of portfolio›$866.9K
StyleTurnoverLocationFiled
Assetmark, Inc
7,961,928$732.9M1.2%ETFLowConcord, CA2026-10-21
Creative Planning
4,276,956$393.7M0.2%IndexVery LowOverland Park, KS2026-11-02
Wealthcare Advisory Partners LLC
2,458,194$226.3M3.8%ETFLowWest Chester, PA2026-10-21
Professional Financial Advisors, LLC
1,881,168$173.2M29.5%ETFMediumNorth Platte, NE2026-10-13
Hughes Financial Services, LLC
1,796,000$167.3M21.3%ETFLowHerndon, VA2026-10-30
Wealth Enhancement Advisory Services, LLC
1,436,148$134.2M0.2%CoreLowPlymouth, MN2026-10-13
Syntegra Private Wealth Group, LLC
1,335,225$122.9M9.4%ETFLowChesterfield, MO2026-10-13
Blueprint Investment Partners LLC
1,082,347$99.6M8.0%ETFMediumGreensboro, NC2026-10-28
ARS Wealth Advisors Group, LLC
1,014,692$93.4M6.8%CoreLowSt. Petersburg, FL2026-10-16
Rosenberg Matthew Hamilton
897,808$82.6M14.8%ETFVery LowGrand Junction, CO2026-10-05
Voisard Asset Management Group, Inc.
873,991$80.5M14.9%ETFLowGrand Rapids, MI2026-10-13
B.O.S.S. Retirement Advisors, LLC
836,900$77.0M22.2%ETFMediumLehi, UT2026-10-26
Shepherd Financial Partners LLC
779,276$71.7M5.8%ETFLowWinchester, MA2026-11-03
Cambridge Investment Research Advisors, Inc.
746,884$68.8K0.0%ETFLowFairfield, IA2026-11-02
Weitzel Financial Services, Inc.
690,842$64.2M21.6%ETFVery LowDubuque, IA2026-10-16
Legacy Private Trust Co.
613,626$56.5M3.1%ETFLowNeenah, WI2026-10-06
State of Michigan Retirement System
565,479$52.1M0.2%IndexLowEast Lansing, MI2026-10-27
Blueprint Financial Advisors LLC
520,715$47.9M5.1%GARPMediumGreensboto, NC2026-10-28
Symphony Financial, Ltd. Co.
493,328$45.7M4.1%GrowthLowHouston, TX2026-10-22
Winthrop Advisory Group LLC
470,147$43.3M2.7%ETFVery LowBoston, MA2026-10-22
Aquire Wealth Advisors, LLC
453,027$41.7M9.4%ETFVery LowSalt Lake City, UT2026-10-23
Park Avenue Securities LLC
416,369$38.3K0.0%ETFMediumNew York, NY2026-10-26
Woodard & Co Asset Management Group Inc
412,985$38.0M5.7%ETFMediumBermuda Run, NC2026-11-03
Owl Creek Wealth Partners LLC
412,556$38.0M10.7%IndexLowGreenwood Village, CO2026-10-20
Treasure Coast Financial Planning
400,914$36.9M17.6%ETFVery LowVero Beach, FL2026-11-03
Rinkey Investments
358,616$33.0M7.9%ETFLowSan Diego, CA2026-10-28
Boston Standard Wealth Management, LLC
349,333$32.2M4.6%ETFLowWinchester, MA2026-10-07
RFG Advisory, LLC
329,106$30.3M0.4%ETFMediumBirmingham, AL2026-11-03
Financial Planning Fort Collins, LLC
304,495$28.0M20.5%ETFVery LowFort Collins, CO2026-10-16
Navigation Group, LLC
300,606$27.7M5.5%ETFVery LowRedwood City, CA2026-10-28
Dorval Corp
299,528$27.6M7.9%ETFLowMaple Grove, MN2026-10-29
RVW Wealth, LLC
297,605$27.4M1.8%ETFVery LowLos Angeles, CA2026-10-06
Fox Financial, Inc
296,648$27.3M19.5%ETFVery LowWyomissing, PA2026-10-29
BIP Wealth, LLC
280,956$25.9M0.7%ETFMediumAtlanta, GA2026-10-22
James T. Borello RIA
277,223$25.5M5.3%ETFVery LowEast Dundee, IL2026-10-16
SigFig Wealth Management, LLC
271,829$25.0M0.6%ETFLowSan Francisco, CA2026-10-07
Beacon Capital Management, Inc.
262,626$24.2M1.5%ETFMediumDayton, OH2026-10-13
Spartan Planning & Wealth Management
259,652$23.9M15.6%GrowthHighGreensboro, NC2026-10-13
Compass Financial Group, Inc
237,034$21.8M2.4%ETFVery LowSioux Falls, SD2026-10-13
Annex Advisory Services, LLC
236,954$21.8M0.4%GrowthHighBrookfield, WI2026-10-16
Parallel Advisors, LLC
214,344$19.7M0.3%IndexLowSan Francisco, CA2026-11-03
HBW Advisory Services LLC
207,416$19.1M1.9%ETFMediumSimi Valley, CA2026-10-15
Atlas Private Wealth Advisors
187,850$17.3M3.7%ETFLowRed Bank, NJ2026-10-23
Wall Capital Group, Inc.
182,087$16.8M13.8%ETFHighPhoenix, AZ2026-10-14
AlphaCore Capital LLC
179,729$16.5M0.3%ETFLowLa Jolla, CA2026-11-04
Facet Wealth, Inc.
171,680$15.8M0.2%IndexVery LowWest Palm Beach, FL2026-11-04
Ervin Investment Management, LLC
169,686$15.6M8.4%CoreVery LowSeattle, WA2026-10-23
Lido Advisors, LLC
159,538$14.7M0.0%GrowthLowLos Angeles, CA2026-11-04
R. W. Roge & Company, Inc.
158,128$14.6K0.0%ETFVery LowBohemia, NY2026-11-04
Royal Harbor Partners, LLC
157,139$14.5M4.4%ETFMediumHouston, TX2026-10-29
Breakwater Investment Management
156,111$14.4M4.8%ETFLowSeattle, WA2026-10-20
Farther Finance Advisors, LLC
150,094$13.8M0.1%IndexLowSan Francisco, CA2026-10-08
XML Financial, LLC
148,682$13.7M1.0%ETFLowBethesda, MD2026-10-29
Eclectic Associates Inc
143,024$13.2M1.5%ETFVery LowFullerton, CA2026-10-09
Sentinel Pension Advisors, LLC
136,416$12.6M1.6%ETFLowWakefield, MA2026-11-02
Evensky & Katz LLC
135,213$12.4K0.0%ETFVery LowCoral Gables, FL2026-10-27
G&S Capital LLC
133,460$12.3M3.6%CoreMediumDenver, CO2026-10-23
Commonwealth Equity Services, LLC
131,936$12.1M0.0%ETFLowWaltham, MA2026-11-02
R2 Capital Strategies, LLC
129,863$12.0M5.1%ETFN/ALincoln, NE2026-10-15
Iron Financial LLC
127,472$11.7M4.9%ETFLowNorthbrook, IL2026-10-23
Investors Research Corp
127,175$11.7M2.1%ETFLowAtlanta, GA2026-10-07
Balentine LLC
124,831$11.5M0.4%ETFLowAtlanta, GA2026-11-03
Freedom Day Solutions, LLC
122,695$11.3M2.5%CoreLowHouston, TX2026-10-20
Redwood Financial Network Corp
121,851$11.2M6.1%ETFLowSolon, OH2026-11-03
Independent Financial Group, LLC
120,873$11.1M0.2%GrowthLowSan Diego, CA2026-10-13
Summit Investment Advisory Services, LLC
117,053$10.8M2.7%ETFVery LowRoseville, MN2026-11-03
Beacon Financial Group
115,368$10.6M1.0%ETFMediumDallas, TX2026-10-19
Balefire, LLC
113,283$10.4M1.6%ETFMediumDallas, TX2026-10-09
Exchange Traded Concepts, LLC
107,086$9.9M0.0%GrowthMediumOklahoma City, OK2026-10-28
Isthmus Partners, LLC
103,047$9.5M0.9%ValueMediumMadison, WI2026-10-21
Cascade Investment Group, Inc.
99,991$9.2M5.1%CoreLowColorado Springs, CO2026-10-13
Cannon Financial Strategists, Inc.
96,581$8.9M1.0%ETFVery LowAthens, GA2026-10-19
VestGen Advisors, LLC
94,887$8.7M0.3%GrowthMediumChicago, IL2026-10-27
Tempus Wealth Planning, LLC
94,883$8.7M1.7%ETFMediumIrvine, CA2026-10-14
Private Wealth Group, LLC
93,399$8.6M3.3%ETFLowTampa, FL2026-10-19
Wealth Alliance Advisory Group, LLC
86,151$7.9M1.1%CoreLowWichita, KS2026-10-14
Ashton Thomas Private Wealth, LLC
85,593$7.9M0.2%CoreMediumScottsdale, AZ2026-11-03
True Blue Financial, LLC
84,327$7.8M2.9%ETFLowStevensville, MI2026-10-15
Sheets Smith Wealth Management
83,684$7.7M0.8%CoreLowWinston-Salem, NC2026-10-16
SFG Wealth Management, Llc.
82,981$7.6M2.7%ETFMediumTowson, MD2026-10-23
Flagship Harbor Advisors, LLC
81,976$7.5M0.3%ETFMediumBoston, MA2026-10-26
Vise Technologies, Inc.
80,332$7.4M0.1%IndexLowNew York, NY2026-10-29
Kestra Advisory Services, LLC
80,261$7.4M0.0%CoreLowAustin, TX2026-11-02
Aerodigm Wealth, LLC
79,686$7.3M2.5%ETFLowLake Oswego, OR2026-10-16
Atria Investments, Inc
78,573$7.2M0.1%CoreMediumCharlotte, NC2026-10-15
Ethic Inc.
72,401$6.7M0.1%CoreLowNew York, NY2026-11-03
Integrated Capital Management, Inc.
70,120$6.5M4.6%ETFLowJessup, PA2026-10-09
Trinity Wealth Management, LLC
69,919$6.4M2.0%ETFMediumBerwyn, PA2026-10-13
Apeiron RIA LLC
68,851$6.4M1.4%ETFMediumDallas, TX2026-10-08
Values Added Financial LLC
67,752$6.2M2.2%ETFLowWashington, DC2026-10-28
LVM Capital Management LTD
66,122$6.1M0.5%GrowthLowPortage, MI2026-10-20
CGN Advisors LLC
60,491$5.6M0.4%ETFLowManhattan, KS2026-10-21
Avior Wealth Management, LLC
59,247$5.5M0.1%ETFMediumOmaha, NE2026-10-13
TKG Advisors, LLC
59,110$5.4M1.9%MomentumMediumValparaiso, IN2026-11-02
Dagco, Inc.
52,555$4.8M0.8%ETFVery LowWestlake, OH2026-10-20
Beam Wealth Advisors, Inc.
52,531$4.8M1.0%ETFMediumCovington, LA2026-11-03
Andrews Advisory Associates, LLC
52,400$4.8M2.2%ETFLowHonolulu, HI2026-10-15
Investment Planning Advisors, Inc.
49,915$4.6M1.0%ETFMediumCumming, GA2026-10-14
Advisor OS, LLC
49,840$4.6M0.3%ETFMediumChicago, IL2026-11-03
Tennessee Valley Asset Management Partners
47,620$4.4M0.5%ETFLowKnoxville, TN2026-11-03
Financial Solutions Advisory Group, Inc.
46,876$4.3M0.5%ETFMediumChicago, IL2026-10-28
Wealth Advisory Solutions, LLC
45,542$4.2M0.9%ETFLowZionsville, IN2026-10-20
Fullerton Advisors, LLC
44,526$4.1M3.8%ETFLowDanville, CA2026-10-14
Claro Advisors Inc.
37,712$3.5M0.3%CoreLowBoston, MA2026-11-02
KWB Wealth
35,965$3.3M0.3%ETFMediumRedlands, CA2026-10-16
Twelve Points Wealth Management LLC
35,937$3.3M0.6%ETFMediumConcord, MA2026-11-03
Petersen Hastings Wealth Advisors Inc.
34,501$3.2M0.3%ETFLowKennewick, WA2026-10-27
Altus Wealth Group LLC
31,868$2.9M1.1%ETFLowColorado Springs, CO2026-10-20
Praetorian Wealth Management, Inc.
31,275$2.9M0.5%ETFVery LowCarmel, CA2026-10-16
Westside Investment Management, Inc.
29,430$2.7M0.3%GrowthLowSanta Monica, CA2026-11-02
Red Mountain Financial, LLC
29,303$2.7M2.3%ETFLowFort Collins, CO2026-11-03
Murphy & Mullick Capital Management Corp
28,814$2.7M1.6%GrowthLowSmithtown, NY2026-11-02
Bernardo Wealth Planning LLC
28,006$2.6M0.2%ETFVery LowHarleysville, PA2026-10-23
Paulson Wealth Management Inc.
27,511$2.5M0.5%ETFLowWest Palm Beach, FL2026-11-02
Truist Financial Corp
27,378$2.5M0.0%CoreLowCharlotte, NC2026-10-30
Patriot Financial Group Insurance Agency, LLC
27,188$2.5M0.2%GrowthLowWalpole, MA2026-10-14
Northwest Wealth Management, LLC
27,075$2.5M0.3%ETFLowSpencer, IA2026-10-30
Raab & Moskowitz Asset Management LLC
27,047$2.5M0.5%CoreLowChatham, NJ2026-11-02
LJI Wealth Management, LLC
25,804$2.4M0.3%ETFLowIndianapolis, IN2026-10-28
Center For Asset Management LLC
25,697$2.4M1.1%ETFMediumPalm Beach Gardens, FL2026-10-16
Perigon Wealth Management, LLC
25,613$2.4M0.0%GrowthLowSan Francisco, CA2026-10-22
Wealthcare Capital Management LLC
25,589$2.4M0.3%ETFVery LowRichmond, VA2026-10-21
LexAurum Advisors, LLC
25,505$2.3M0.3%ETFLowOverland Park, KS2026-10-19
Fingerlakes Wealth Management, Inc.
24,857$2.3M1.2%ETFVery LowIthaca, NY2026-11-04
Chicago Partners Investment Group LLC
24,626$2.3M0.0%GARPLowChicago, IL2026-10-27
Convergence Financial, LLC
24,621$2.3M0.3%ETFMediumColumbia, MO2026-10-27
Jacksonville Wealth Management, LLC
24,584$2.3M1.2%ETFVery LowJacksonville, FL2026-10-30
Daymark Wealth Partners, LLC
24,522$2.3M0.1%CoreLowCincinnati, OH2026-11-04
WealthPlan Investment Management, LLC
24,486$2.3M0.1%GrowthMediumOmaha, NE2026-10-15
Equita Financial Network, Inc.
24,132$2.2M0.6%ETFLowFort Washington, PA2026-10-19
Stevens Capital Partners
23,782$2.2M0.4%ETFVery LowOmaha, NE2026-10-29
Decker Wealth Management LLC
23,663$2.2M0.4%MomentumLowNashville, TN2026-10-09
Sharper & Granite LLC
23,586$1.9M0.6%ETFLowEl Segundo, CA2026-11-02
JFS Wealth Advisors, LLC
23,196$2.1M0.1%ETFVery LowHermitage, PA2026-11-03
Semitam Bonam LLC
21,507$2.0M1.4%ETFVery LowGoshen, NY2026-10-27
Novem Group
20,227$1.9M0.2%ETFMediumRochester, NY2026-10-19
Matauro, LLC
19,918$1.8M0.2%ETFLowNew York, NY2026-11-03
Private Trust Co NA
19,836$1.8M0.1%CoreLowCleveland, OH2026-10-20
Wrenne Financial Planning LLC
19,807$1.8M0.6%ETFVery LowLexington, KY2026-10-30
Trilogy Capital Inc.
19,702$1.8M0.1%ETFMediumIrvine, CA2026-10-20
Procyon Advisors, LLC
19,679$1.8M0.1%CoreVery LowShelton, CT2026-10-21
Towercrest Capital Management
19,546$1.8M0.3%ETFVery LowNewtown, PA2026-10-23
Colton Groome Financial Advisors, LLC
19,482$1.8M0.4%ETFLowAsheville, NC2026-10-06
Root Financial Partners, LLC
19,228$1.8M0.1%ETFMediumEncinitas, CA2026-10-21
Strategic Blueprint, LLC
18,977$1.7M0.1%ETFLowAtlanta, GA2026-10-22
FMA Wealth Management, LLC
18,956$1.7M1.1%ETFVery LowDuxbury, MA2026-10-21
TFB Advisors LLC
18,811$1.7M0.7%ETFLowOverland Park, KS2026-11-02
Axxcess Wealth Management, LLC
18,745$1.7M0.1%CoreLowCarlsbad, CA2026-10-21
HMV Wealth Advisors, LLC
18,560$1.7M0.6%ETFVery LowShreveport, LA2026-10-27
Peterson Wealth Advisors, LLC
18,289$1.7M0.2%ETFLowOrem, UT2026-10-08
Climber Capital SA
18,160$1.6M1.0%ETFLowNyon, Switzerland2026-10-20
Insight Advisors, LLC/ PA
18,023$1.7M0.3%ETFMediumNewtown, PA2026-10-22
Wealthcare Capital Partners, LLC
17,622$1.6M0.7%ETFLowWest Chester, PA2026-10-21
HUB Investment Partners, LLC
17,465$1.6M0.0%GrowthLowAustin, TX2026-11-03
Telos Capital Management, Inc.
17,444$1.6M0.1%CoreLowSan Diego, CA2026-11-02
Glenview Trust Co
17,293$1.6M0.0%GrowthVery LowLouisville, KY2026-10-28
Galvin, Gaustad & Stein, LLC
17,227$1.6M0.1%CoreMediumScottsdale, AZ2026-10-08
McClarren Financial Advisors, Inc.
17,126$1.6M0.8%ETFMediumState College, PA2026-10-15
Stewardship Advisors, LLC
16,787$1.5M0.3%ETFMediumMount Joy, PA2026-10-20
Omnitrust Wealth Management, Inc
16,779$1.5M1.8%ETFN/AJacksonville, FL2026-11-02
Virtue Capital Management, LLC
16,475$1.5M0.2%GrowthHighBrentwood, TN2026-10-29
VCI Wealth Management LLC
16,458$1.5M0.4%CoreHighSt Louis, MO2026-10-29
Leeward Financial Partners, LLC
16,418$1.5M0.4%GrowthMediumBellevue, WA2026-10-23
Armbruster Capital Management, Inc.
15,916$1.5M0.2%ETFVery LowPittsford, NY2026-10-19
Alliance Wealth Management Group
15,846$1.5M0.3%ETFLowFlemington, NJ2026-10-29
Tlwm
15,497$1.4M0.2%ETFLowSan Antonio, TX2026-10-09
Sutton Place Investors LLC
15,099$1.4M0.7%ETFLowArmonk, NY2026-10-20
Waller Financial Planning Group, Inc
14,925$1.4M0.3%ETFMediumColumbus, OH2026-10-07
Lane Brothers & Co Inc
14,857$1.4M1.4%ETFLowPrescott, AZ2026-11-02
Asset Dedication, LLC
14,666$1.4M0.1%ETFLowSan Francisco, CA2026-11-03
Sowell Financial Services LLC
14,610$1.3M0.0%CoreLowNorth Little Rock, AR2026-10-23
Gilpin Wealth Management, LLC
14,513$1.3M0.9%GrowthLowDenver, CO2026-10-09
Kingswood Wealth Advisors, LLC
14,430$1.3M0.1%GrowthLowSan Diego, CA2026-10-23
Madrona Financial Services, LLC
14,378$1.3M0.2%ETFLowEverett, WA2026-10-23
First Horizon Corp
14,341$1.3M0.1%CoreLowMemphis, TN2026-10-26
Penobscot Wealth Management
14,297$1.3M0.3%ETFVery LowPortland, ME2026-10-21
Emprise Bank
14,235$1.3M0.5%ETFVery LowWichita, KS2026-10-07
Apollon Wealth Management, LLC
14,197$1.3M0.0%GrowthLowMount Pleasant, SC2026-10-23
Friday Financial
14,012$1.3M0.3%ETFVery LowDubuque, IA2026-10-09
Keystone Financial Group, Inc.
13,900$1.3M0.7%ETFLowAtlanta, GA2026-10-13
Morling Financial Advisors, LLC
13,830$1.3M0.3%ETFLowFremont, CA2026-10-28
Arthur M. Cohen & Associates, LLC
13,404$1.2M0.2%GrowthVery LowNorthbrook, IL2026-10-26
Sunburst Financial Group, LLC
13,116$1.2M0.2%ETFVery LowVestavia Hills, AL2026-10-09
Prentice Wealth Management LLC
12,710$1.2M0.2%ETFLowRochester, NY2026-10-20
Squire Investment Management Company, LLC
12,506$1.2M0.3%ETFVery LowOrem, UT2026-11-03
Financial Enhancement Group LLC
12,336$1.2M0.1%ETFMediumAnderson, IN2026-10-08
Belleair Asset Management, LLC
12,271$1.1M1.0%ETFVery LowBelleair Bluffs, FL2026-11-03
Summit Financial Strategies, Inc.
12,201$1.1M0.1%ETFLowColumbus, OH2026-10-14
Journey Advisory Group, LLC
12,191$1.1M0.1%CoreMediumCovington, KY2026-11-04
Waystone Advisors LLC
11,726$1.1M0.8%ETFLowRedmond, WA2026-10-16
Davenport & Co LLC
11,335$1.0M0.0%CoreMediumRichmond, VA2026-10-14
Intrua Financial, LLC
11,313$1.0M0.1%ETFMediumHouston, TX2026-10-28
Ridgeline Wealth Planning, LLC
10,879$1.0M0.6%ETFLowCenterville, OH2026-10-29
Wedbush Securities Inc
10,857$9990.0%CoreLowPasadena, CA2026-10-22
Goldstein Advisors, LLC
10,795$993.7K0.1%ETFMediumMadison, WI2026-10-15
Cornell Pochily Investment Advisors, Inc.
10,730$987.7K0.3%CoreLowIthaca, NY2026-10-19
Curat Global, LLC
10,700$984.9K0.8%CoreMediumSpringfield, NH2026-10-26
Bokf, NA
10,660$981.3K0.0%CoreLowTulsa, OK2026-10-27
Global Wealth Management Investment Advisory, Inc.
10,637$979.1K0.1%CoreLowFort Lauderdale, FL2026-11-04
Darrow Company, Inc.
10,548$971.0K0.4%ETFVery LowNeedham, MA2026-10-22
Koshinski Asset Management, Inc.
10,530$969.3K0.1%ETFLowDecatur, IL2026-10-29
Gibson Wealth Advisors LLC
10,500$966.5K0.6%ETFVery LowTyler, TX2026-10-20
MW Advisory, LLC
10,491$965.7K0.4%CoreN/AAtlanta, GA2026-10-19
Modera Wealth Management, LLC
10,436$960.7K0.0%ETFVery LowWestwood, NJ2026-10-28
Olio Financial Planning
10,142$933.6K0.2%ETFVery LowMclean, VA2026-10-22
Detalus Advisors, LLC
10,081$928.0K0.2%ETFLowSt. Louis, MO2026-10-15
Indivisible Partners
9,685$891.5K0.0%GrowthMediumClearwater, FL2026-10-26
Independent Wealth Network Inc.
9,494$874.0K0.2%ETFMediumUrbandale, IA2026-10-19
Cambridge Financial Group, LLC
9,327$846.8K0.3%ETFLowTucson, AZ2026-10-06
Krilogy Financial LLC
9,109$855.5K0.0%GrowthLowSt. Louis, MO2026-10-13
MBE Wealth Management, LLC
8,868$816.3K0.3%ETFVery LowTomah, WI2026-10-26
CogentBlue Wealth Advisors, LLC
8,574$789.3K0.7%ETFLowKnoxville, TN2026-10-09
Concurrent Investment Advisors, LLC
8,450$777.8K0.0%GrowthMediumTampa, FL2026-10-16
Arlington Trust Co LLC
8,431$776.1K0.1%ETFMediumBirmingham, AL2026-10-20
Prosperity Financial Group, Inc.
8,374$770.8K0.2%GrowthMediumSan Ramon, CA2026-10-29
Crusonia Wealth Advisors LLC
8,212$755.9K0.1%ETFVery LowDenver, CO2026-10-26
Amicus Financial Advisors, LLC
8,191$754.0K0.2%ETFLowLubbock, TX2026-11-03
CoreCap Advisors, LLC
8,087$744.4K0.0%ETFMediumSouthfield, MI2026-10-08
Pacific Excel Wealth Advisors, Inc.
7,947$731.5K0.8%ETFHighWalnut Creek, CA2026-10-27
Jericho Financial, LLP
7,936$730.5K0.4%GrowthLowWesterville, OH2026-10-13
GSG Advisors LLC
7,738$712.3K0.2%ETFVery LowMount Laurel, NJ2026-11-03
RFG Holdings, Inc.
7,703$709.1K0.1%ETFLowArgyle, TX2026-10-30
Wise Wealth Partners
7,605$700.0K1.3%ETFMediumPhoenix, AZ2026-10-14
Peirce Capital Management, LLC
7,415$682.6K0.3%ETFLowThe Woodlands, TX2026-10-19
Choreo, LLC
7,317$673.5K0.0%IndexLowRockford, IL2026-10-28
Burns Matteson Capital Management, LLC
7,286$670.7K0.2%CoreMediumCorning, NY2026-10-16
Elmwood Wealth Management, Inc.
7,090$652.6K0.2%ETFLowBerkeley, CA2026-10-14
Mission Wealth Management, LP
7,051$649.0K0.0%ETFLowSanta Barbara, CA2026-10-15
SpringVest Wealth Management LLC
6,934$638.3K0.4%ETFLowDallas, TX2026-10-27
New Wave Wealth Advisors LLC
6,816$640.4K0.2%CoreMediumSpringdale, AR2026-10-19
Successful Portfolios LLC
6,358$594.9K0.3%CoreVery LowClearwater, FL2026-10-09
Brighton Jones LLC
6,354$584.9K0.0%CoreVery LowSeattle, WA2026-11-03
Sigma Planning Corp
6,196$570.4K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Crumly & Associates Inc.
6,186$569.4K0.1%ETFMediumSpringfield, IL2026-10-07
Graetz Wealth LLC
6,166$567.6K0.4%ETFMediumJenison, MI2026-10-27
Diversify Wealth Management, LLC
6,136$572.1K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
6,136$572.1K0.0%GrowthLowSandy, UT2026-10-20
Prime Capital Investment Advisors, LLC
6,041$556.1K0.0%ETFLowOverland Park, KS2026-10-20
Dynamic Advisor Solutions LLC
6,038$555.8K0.0%ETFLowPhoenix, AZ2026-10-13
Brookstone Capital Management
6,002$552.5K0.0%ETFMediumWheaton, IL2026-10-22
Post Resch Tallon Group Inc.
5,957$548.3K0.4%ETFLowPittsford, NY2026-10-09
Integrated Advisors Network LLC
5,951$547.8K0.0%GrowthMediumDallas, TX2026-10-20
JGP Wealth Management, LLC
5,907$543.7K0.0%CoreLowBend, OR2026-10-13
Partnership Wealth Management, LLC
5,677$522.5K0.4%CoreLowTowson, MD2026-10-05
Pinnacle Wealth Management Group, Inc.
5,675$522.4K0.2%ETFMediumPlymouth, MI2026-10-15
Vestia Personal Wealth Advisors
5,648$519.9K0.2%ETFMediumFort Wayne, IN2026-10-20
Wiser Wealth Management, Inc
5,599$515.4K0.1%ETFVery LowMarietta, GA2026-10-14
Flynn Zito Capital Management, LLC
5,578$513.5K0.1%ETFLowGarden City, NY2026-11-04
Apella Capital, LLC
5,547$520.4K0.0%ETFVery LowWest Hartford, CT2026-10-08
Patten Group, Inc.
5,444$501.1K0.1%CoreLowChattanooga, TN2026-10-26
Retirement Planning Group, LLC
5,421$499.0K0.0%ETFVery LowLeawood, KS2026-10-19
EverSource Wealth Advisors, LLC
5,334$491.0K0.0%CoreMediumBirmingham, AL2026-11-04
Vigilare Wealth Management
5,267$484.9K0.1%ETFHighScottsdale, AZ2026-10-29
Ridgeline Wealth, LLC
5,258$494.0K0.3%ETFVery LowMesa, AZ2026-10-14
Echo Wealth Management, LLC
5,123$471.6K0.2%ETFLowPlymouth, MN2026-10-15
Jnba Financial Advisors
5,060$465.8K0.0%ETFMediumBloomington, MN2026-11-03
Gerber Kawasaki Wealth & Investment Management
5,032$463.2K0.0%ETFLowSanta Monica, CA2026-10-29
Lloyd Advisory Services, Llc.
4,921$453.0K0.2%ETFVery HighSuwanee, GA2026-11-02
Rockwood Wealth Management, LLC
4,889$450.0K0.0%ETFVery LowNew Hope, PA2026-10-27
Howard Wealth Management, LLC
4,887$449.9K0.2%ETFVery LowMadison, CT2026-10-28
MGO One Seven LLC
4,824$444.0K0.0%GrowthLowBeachwood, OH2026-10-28
BCK Partners, Inc.
4,751$437.3K0.2%ETFVery LowCorning, NY2026-10-23
Raleigh Capital Management Inc.
4,663$429.3K0.1%CoreMediumCary, NC2026-10-28
Accurate Wealth Management, LLC
4,614$433.5K0.0%CoreMediumWesley Chapel, FL2026-10-20
Gradient Capital Advisors, LLC
4,560$419.8K0.1%ETFLowSan Diego, CA2026-10-21
Focus Financial Network, Inc.
4,550$418.8K0.0%ETFLowMinneapolis, MN2026-10-14
IFP Advisors, Inc
4,531$417.1K0.0%GrowthLowTampa, FL2026-10-16
Firethorn Wealth Partners, LLC
4,501$414.3K0.1%ETFLowAugusta, GA2026-10-14
Beacon Capital Management, LLC
4,475$411.9K0.1%ETFMediumFranklin, TN2026-10-23
Fusion Capital, LLC
4,460$410.6K0.1%GrowthLowMt. Pleasant, SC2026-10-28
Sherman Wealth Management LLC
4,459$410.5K0.3%ETFLowGaithersburg, MD2026-10-16
Midwest Trust Co
4,444$409.1K0.0%CoreLowOverland Park, KS2026-10-22
Attessa Capital LLC
4,423$407.1K0.2%ETFVery LowTucson, AZ2026-10-09
Triumph Capital Management
4,414$406.3K0.1%ETFMediumDenver, CO2026-10-14
Oak Harvest Investment Services
4,328$398.4K0.0%GrowthMediumHouston, TX2026-10-20
Trademark Financial Management, LLC
4,312$397.0K0.2%ETFMediumBloomington, MN2026-10-23
ARQ Wealth Advisors, LLC
4,228$389.2K0.0%ETFLowScottsdale, AZ2026-10-29
Johnson Bixby & Associates, LLC
4,223$388.7K0.0%ETFMediumVancouver, WA2026-10-14
McKinley Carter Wealth Services, Inc.
4,192$385.9K0.0%ETFMediumWheeling, WV2026-10-16
Independence Wealth Advisors, LLC
4,178$384.5K0.2%ETFHighIndependence, OH2026-10-29
Washburn Capital Management, Inc.
4,175$384.3K0.2%ETFLowVero Beach, FL2026-10-19
Unique Wealth, LLC
4,127$379.9K0.0%ETFMediumTampa, FL2026-10-16
Horst & Graben Wealth Management LLC
4,113$378.6K0.0%ETFMediumPortland, OR2026-11-02
Beaumont Financial Advisors, LLC
4,049$372.7K0.0%GrowthMediumNeedham, MA2026-10-22
Balboa Wealth Partners
4,000$368.2K0.0%Agg GrowthMediumScottsdale, AZ2026-10-20
Crew Capital Management, Ltd
4,000$368.2K0.2%GrowthMediumCincinnati, OH2026-10-28
Core Wealth Management, Inc.
3,906$359.5K0.1%ETFVery LowJupiter, FL2026-10-22
StoneX Group Inc.
3,893$361.7K0.0%ETFMediumNew York, NY2026-11-03
Orin Green Financial, LLC
3,816$351.3K0.1%ETFVery LowSan Diego, CA2026-10-19
Capital Investment Advisory Services, LLC
3,699$341.6K0.0%CoreMediumRaleigh, NC2026-10-30
Lanark Financial, Inc.
3,684$339.1K0.0%CoreMediumBirmingham, AL2026-10-26
Emergent Wealth Advisors, LLC
3,663$337.1K0.2%ETFMediumWilliamsville, NY2026-10-09
Richardson Financial Services Inc.
3,653$336.3K0.2%GrowthMediumMedway, MA2026-10-30
SBI Securities Co., Ltd.
3,652$336.2K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Omni 360 Wealth, Inc.
3,630$334.1K0.2%ETFLowPlainsboro, NJ2026-10-13
XY Planning Network, Inc.
3,621$333.3K0.0%ETFLowBozeman, MT2026-10-14
Steel Grove Capital Advisors, LLC
3,606$331.9K0.0%ETFLowMemphis, TN2026-10-13
Formidable Asset Management, LLC
3,597$326.5K0.0%CoreLowCincinnati, OH2026-11-03
McNaughton Wealth Management, LLC
3,587$330.2K0.1%ETFLowSan Diego, CA2026-10-09
Capital Investment Advisors, LLC
3,555$327.2K0.0%CoreLowAtlanta, GA2026-10-22
Brewster Financial Planning LLC
3,554$327.1K0.2%ETFVery LowBrooklyn, NY2026-10-13
Intelligence Driven Advisers, LLC
3,540$325.9K0.1%ETFLowCarlsbad, CA2026-10-09
Aspen Wealth Management LLC
3,502$322.4K0.1%ETFLowFort Worth, TX2026-10-14
First Heartland Consultants, Inc.
3,492$321.5K0.0%ETFMediumLake St. Louis, MO2026-10-08
Ascent Group, LLC
3,457$318.2K0.0%CoreLowVirginia Beach, VA2026-10-30
CRA Financial Services, LLC
3,439$316.6K0.0%ETFVery LowNorthfield, NJ2026-10-16
Range Financial Group LLC
3,415$314.3K0.1%GARPMediumTigard, OR2026-10-21
Future Financial Wealth Managment LLC
3,354$308.7K0.2%ETFMediumCincinnati, OH2026-10-15
Buska Wealth Management, LLC
3,278$301.7K0.1%ETFMediumWausau, WI2026-10-08
True Private Wealth Advisors
3,271$301.2K0.0%ETFMediumSalem, OR2026-10-19
Venture Visionary Partners LLC
3,247$298.9K0.0%CoreLowSylvania, OH2026-10-07
Quadcap Wealth Management, LLC
3,187$293.3K0.0%ETFLowFrisco, TX2026-11-02
6th Street Advisors, LLC
3,180$292.7K0.2%ETFVery LowDaphne, AL2026-10-14
Kaufman Rossin Wealth, LLC
3,177$292.4K0.1%ETFLowMiami, FL2026-10-19
Legacy Wealth Management, LLC / MS
3,132$288.3K0.1%GrowthLowRidgeland, MS2026-10-30
Balance Wealth Partners LLC
3,097$285.1K0.1%ETFMediumWorthington, OH2026-10-27
Cookson Peirce & Co Inc
3,078$283.3K0.0%GrowthHighPittsburgh, PA2026-10-30
Provenance Wealth Advisors, LLC
3,071$282.7K0.0%ETFLowFort Lauderdale, FL2026-10-30
Richard P Slaughter Associates Inc
3,007$276.8K0.1%ETFMediumAustin, TX2026-10-13
Legacy Advisory Services, LLC
2,983$274.6K0.2%ETFMediumExton, PA2026-10-20
SMI Advisory Services, LLC
2,891$271.8K0.0%ETFMediumColumbus, IN2026-10-13
HB Wealth Management, LLC
2,879$265.0K0.0%IndexVery LowAtlanta, GA2026-10-23
Colonial River Investments, LLC
2,872$264.3K0.1%GrowthMediumMidlothian, VA2026-10-19
Parisi Gray Wealth Management
2,867$263.9K0.1%GrowthLowMendham, NJ2026-10-16
Client 1ST Advisory Group, LLC
2,866$263.8K0.1%ETFVery LowDunedin, FL2026-10-19
Noesis Capital Mangement Corp
2,788$256.6K0.0%CoreVery LowBoca Raton, FL2026-10-26
Horizon Wealth Management, LLC
2,776$255.5K0.0%ETFVery HighLa Grange, IL2026-11-02
Montag A & Associates Inc
2,750$253.1K0.0%CoreLowAtlanta, GA2026-10-29
Blake Schutter Theil Wealth Advisors, LLC
2,742$252.4K0.2%ETFLowDayton, OH2026-11-02
Hoese & Co LLP
2,721$250.5K0.2%ETFLowGlencoe, MN2026-10-21
MBM Wealth Consultants, LLC
2,716$250.0K0.0%ETFVery LowChesterfield, MO2026-10-20
Plus Group Wealth Advisors LLC
2,714$249.9K0.2%ETFLowBelgium, WI2026-10-19
Downshift Financial, LLC
2,700$248.5K0.1%ETFLowBoulder, CO2026-10-13
Focused Wealth Management, Inc
2,682$246.9K0.0%ETFLowNewburgh, NY2026-10-30
Luminvest Wealth Management LLC
2,680$246.7K0.1%ETFVery LowScottsdale, AZ2026-10-14
Compass Ion Advisors, LLC
2,628$241.9K0.0%ETFVery LowConshohocken, PA2026-10-23
CX Institutional
2,622$2410.0%CoreMediumAuburn, IN2026-10-02
Higgins & Schmidt Wealth Strategies LLC
2,614$240.7K0.1%ETFLowDenver, CO2026-10-26
Simplicity Wealth,LLC
2,599$239.2K0.0%ETFLowSummit, NJ2026-10-23
Angeles Wealth Management, LLC
2,576$237.1K0.0%ETFLowSanta Monica, CA2026-10-26
Howard Bailey Securities, LLC
2,573$236.8K0.1%ETFMediumFort Wayne, IN2026-10-27
Quarry Hill Advisors, LLC
2,545$234.3K0.1%ETFVery LowSt Paul, MN2026-11-04
Victory Financial Group, LLC
2,526$232.5K0.0%ETFLowAustin, TX2026-10-27
Plancorp, LLC
2,475$226.5K0.0%ETFLowSaint Louis, MO2026-11-03
Outlook Wealth Advisors, LLC
2,472$227.5K0.0%ETFMediumShenandoah, TX2026-10-28
Alchemi Wealth, LLC
2,465$226.9K0.1%CoreLowEssex, CT2026-11-04
Csenge Advisory Group
2,386$219.6K0.0%ETFMediumClearwater, FL2026-11-04
CWA Asset Management Group, LLC
2,350$216.3K0.0%CoreMediumNaples, FL2026-10-19
Hunter Associates Investment Management LLC
2,342$2120.0%CoreLowPittsburgh, PA2026-10-26
Fourpath Capital Management, LLC
2,328$214.3K0.0%CoreMediumOklahoma City, OK2026-10-19
Pinion Investment Advisors, LLC
2,309$212.5K0.0%ETFLowWichita, KS2026-11-04
Atwood & Palmer Inc
2,298$211.5K0.0%CoreVery LowKansas City, MO2026-10-08
Wesbanco Bank Inc
2,294$211.2K0.0%CoreLowWheeling, WV2026-11-04
KPP Advisory Services LLC
2,252$207.3K0.0%GrowthMediumLouisville, KY2026-10-26
4Wealth Advisors, Inc.
2,252$207.9K0.1%ETFMediumBurr Ridge, IL2026-10-13
Acropolis Investment Management, LLC
2,226$204.9K0.0%ETFLowSt. Louis, MO2026-10-08
Zenith Solutions, Inc.
2,207$203.1K0.2%ETFN/APhiladelphia, PA2026-10-19
Signaturefd, LLC
1,813$166.9K0.0%IndexLowAtlanta, GA2026-10-23
Planning Strategies Inc.
1,615$148.7K0.1%ETFN/ALancaster, PA2026-10-02
Cherry Tree Wealth Management, LLC
1,529$140.7K0.0%ETFVery LowMinnetonka, MN2026-10-15
Signature Equity Partners, LLC
1,518$139.7K0.0%GrowthMediumColumbus, OH2026-10-29
Mather Group, Llc.
1,446$133.1K0.0%ETFMediumChicago, IL2026-10-14
Tompkins Financial Corp
1,398$128.7K0.0%CoreLowIthaca, NY2026-10-05
Plante Moran Financial Advisors, LLC
1,112$102.4K0.0%ETFVery LowSouthfield, MI2026-11-04
Foresight Capital Management Advisors, Inc.
977$89.9K0.0%CoreMediumSaline, MI2026-10-27
Toth Financial Advisory Corp
976$89.8K0.0%CoreLowLeesburg, VA2026-10-08
Wealth Enhancement Trust Services, Inc.
915$84.2K0.0%GrowthMediumSioux Falls, SD2026-10-07
Quest 10 Wealth Builders, Inc.
870$80.1K0.1%ETFLowFuquay-Varina, VA2026-11-02
TD Private Client Wealth LLC
821$75.6K0.0%ETFLowNew York, NY2026-10-28
North Star Investment Management Corp.
789$72.6K0.0%CoreLowChicago, IL2026-10-27
Nfsg Corp
741$68.2K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Entrust Financial LLC
677$62.3K0.0%ETFLowWayne, PA2026-11-04
Ashton Thomas Securities, LLC
669$61.6K0.0%ETFMediumRochester, NY2026-10-26
Global Trust Asset Management, LLC
629$57.9K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Trust Co of Toledo NA
598$55.0K0.0%GrowthVery LowHolland, OH2026-10-16
Concord Wealth Partners
552$50.8K0.0%GrowthLowAbingdon, VA2026-11-02
Spire Wealth Management
524$48.3K0.0%GrowthMediumMclean, VA2026-10-30
Gamma Investing LLC
502$46.2K0.0%IndexVery LowFoster City, CA2026-10-08
First Pacific Financial
500$46.0K0.0%ETFLowVancouver, WA2026-10-14
Farmers & Merchants Investments Inc
500$46.0K0.0%CoreVery LowLincoln, NE2026-10-22
GHP Investment Advisors, Inc.
496$45.6K0.0%CoreVery LowDenver, CO2026-10-15
Maryland Capital Advisors Inc.
483$44.5K0.0%ETFVery LowChester, MD2026-10-15
Essential Investment Partners LLC
480$44.2K0.0%GrowthLowEnglewood, CO2026-10-27
Kingdom Financial Group Llc.
461$42.5K0.0%ETFMediumPeoria, AZ2026-11-04
Citigroup Inc
392$36.1K0.0%CoreMediumNew York, NY2026-11-04
Heritage Family Offices, LLP
344$31.6K0.0%GrowthHighScottsdale, AZ2026-11-02
Main Street Group, LTD
339$31.2K0.0%ETFMediumGlen Allen, VA2026-10-28
Aventus Investment Advisors, Inc.
331$30.5K0.0%ETFLowNaples, FL2026-10-09
TD Waterhouse Canada Inc.
324$29.9K0.0%CoreLowToronto, Australia2026-10-16
North Point Portfolio Managers Corp
300$27.6K0.0%GrowthLowOrange Village, OH2026-10-07
Washington Trust Advisors, Inc.
289$26.6K0.0%GrowthLowWellesley, MA2026-10-22
Phillip James Consulting Co.
280$25.8K0.0%ETFVery HighPlymouth, MN2026-11-03
Creative Financial Designs Inc
279$25.7K0.0%ETFMediumKokomo, IN2026-11-04
Abound Wealth Management
271$24.9K0.0%ETFVery LowFranklin, TN2026-10-26
Register Financial Advisors LLC
263$24.2K0.0%GARPLowAtlanta, GA2026-10-23
Bay Harbor Wealth Management, LLC
239$22.0K0.0%ETFMediumHunt Valley, MD2026-11-03
Private Wealth Management Group, LLC
231$21.3K0.0%ETFLowPrinceton, NJ2026-10-19
Ascentis Independent Advisors
229$21.1K0.0%ETFLowDallas, TX2026-11-03
Compass Wealth Management LLC
213$19.6K0.0%GARPLowGuilford, CT2026-10-22
Financial Consulate, Inc
194$17.9K0.0%ETFLowHunt Valley, MD2026-10-23
Sfam, LLC
171$15.7K0.0%ETFVery LowElmhurst, IL2026-11-03
Tsfg, LLC
156$140.0%ETFLowLake Forest, IL2026-10-23
Caldwell Trust Co
150$13.8K0.0%GrowthLowVenice, FL2026-10-30
Farmers & Merchants Trust Co of Chambersburg PA
146$130.0%GARPLowChambersburg, PA2026-10-14
Moisand Fitzgerald Tamayo, LLC
139$12.8K0.0%ETFVery LowOrlando, FL2026-10-15
KFG LLC
134$12.3K0.0%ETFN/ARapid City, SD2026-11-02
IMG Wealth Management, Inc.
119$11.0K0.0%ETFMediumJacksonville, FL2026-10-27
Allspring Global Investments Holdings, LLC
107$10.0K0.0%CoreMediumCharlotte, NC2026-11-04
Oakworth Capital, Inc.
106$9.8K0.0%ETFLowBirmingham, AL2026-10-26
Tower View Wealth Management LLC
102$9.4K0.0%MomentumMediumShorewood, WI2026-10-23
Sima Wealth Partners, LLC
74$6.8K0.0%ETFVery LowRichmond, VA2026-10-19
GoalVest Advisory LLC
70$6.4K0.0%ETFMediumNew York, NY2026-10-02
Dhjj Financial Advisors, Ltd.
70$6.4K0.0%ETFVery LowNaperville, IL2026-10-23
Latitude Advisors, LLC
69$6.4K0.0%ETFLowYorkville, IL2026-10-27
Networth Advisors, LLC
57$5.3K0.0%ETFMediumCanonsburg, PA2026-11-03
Key FInancial Inc
55$5.1K0.0%ETFLowWest Chester, PA2026-11-02
Halbert Hargrove Global Advisors, LLC
50$4.6K0.0%ETFLowLong Beach, CA2026-10-16
1620 Investment Advisors, Inc.
30$2.8K0.0%ValueLowPlymouth, MA2026-11-04
Nemes Rush Group LLC
23$2.1K0.0%CoreVery LowNovi, MI2026-11-04
Cape Investment Advisory, Inc.
21$1.9K0.0%ETFLowMcdonough, GA2026-10-13
Barrett & Company, Inc.
12$1.1K0.0%ETFLowProvidence, RI2026-10-22
Advocate Investing Services LLC
7$6440.0%ETFLowWoodbine, MD2026-10-26
Signature Resources Capital Management, LLC
6$5520.0%ETFLowNewport Beach, CA2026-10-16
Prairie Wealth Advisors, Inc.
0$866.9K0.2%CoreVery LowOmaha, NE2026-10-29