IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

SS Spdr S&P 400 MC VAL ETF (MDYV)

CUSIP: 78464A839 | NYSE | 905 institutional holders

Quarters

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

Institutional Holders — Q3 2026

Wealth Enhancement Advisory Services, LLC1,258,328
0.2% of portfolio›$113.4M
Avantax Planning Partners, Inc.960,335
2.1% of portfolio›$85.0M
First National Trust Co395,416
1.2% of portfolio›$35.0M
First Pacific Financial365,602
3.3% of portfolio›$32.4M
Canandaigua National Bank & Trust Co350,786
2.7% of portfolio›$31.0M
Klingman & Associates, LLC339,231
1.2% of portfolio›$30.0M
GHP Investment Advisors, Inc.287,660
0.9% of portfolio›$25.5M
Rodgers & Associates, LTD216,453
1.8% of portfolio›$19.2M
Convergence Financial, LLC215,759
2.7% of portfolio›$19.1M
ERn Financial, LLC169,285
2.4% of portfolio›$15.0M
Asset Dedication, LLC146,871
0.8% of portfolio›$13.0M
Moneco Advisors, LLC132,985
0.7% of portfolio›$11.8M
Marathon Mission, Inc.126,233
5.6% of portfolio›$11.2M
Capital Wealth Management, LLC105,709
2.1% of portfolio›$9.4M
Private Wealth Management Group, LLC99,628
2.0% of portfolio›$8.8M
Farther Finance Advisors, LLC96,811
0.1% of portfolio›$8.6M
Commonwealth Equity Services, LLC93,903
0.0% of portfolio›$8.3M
Mission Wealth Management, LP87,415
0.1% of portfolio›$7.7M
Jnba Financial Advisors83,391
0.6% of portfolio›$7.4M
Sage Financial Group Inc72,670
0.4% of portfolio›$6.4M
Avior Wealth Management, LLC71,715
0.2% of portfolio›$6.3M
Farmers & Merchants Trust Co of Chambersburg PA69,111
0.0% of portfolio›$6.1K
Chicago Partners Investment Group LLC66,540
0.1% of portfolio›$6.1M
Diligent Investors, LLC62,441
1.2% of portfolio›$5.5M
McAdam, LLC56,368
0.2% of portfolio›$5.0M
Councilor Wealth, LLC55,389
2.0% of portfolio›$4.9M
Wealthcare Advisory Partners LLC49,275
0.1% of portfolio›$4.4M
RTD Financial Advisors, Inc.48,988
0.5% of portfolio›$4.3M
Bailard, Inc.44,131
0.1% of portfolio›$3.9M
Sacks & Associates, LLC43,501
2.7% of portfolio›$3.9M
Montz Harcus Wealth Management LLC42,231
1.3% of portfolio›$3.7M
Cambridge Investment Research Advisors, Inc.41,734
0.0% of portfolio›$3.7K
Marotta Asset Management38,580
0.6% of portfolio›$3.4M
Occidental Asset Management, LLC37,786
0.3% of portfolio›$3.3M
Modera Wealth Management, LLC37,585
0.0% of portfolio›$3.3M
Canandaigua National Trust Co of Florida36,123
1.8% of portfolio›$3.2M
Bill Few Associates, Inc.36,085
0.7% of portfolio›$3.2M
Shum Financial Group, Inc.31,777
1.6% of portfolio›$2.8M
CX Institutional31,046
0.1% of portfolio›$2.7K
Courage Miller Partners, LLC30,830
0.7% of portfolio›$2.7M
Koshinski Asset Management, Inc.30,824
0.1% of portfolio›$2.7M
Ignite Planners, LLC30,376
0.3% of portfolio›$2.7M
Creative Planning29,511
0.0% of portfolio›$2.6M
Kestra Advisory Services, LLC29,359
0.0% of portfolio›$2.6M
Truist Financial Corp28,806
0.0% of portfolio›$2.5M
Kingswood Wealth Advisors, LLC28,299
0.1% of portfolio›$2.5M
Brookstone Capital Management28,104
0.0% of portfolio›$2.5M
Barden Capital Management, Inc.26,842
2.2% of portfolio›$2.4M
Intrua Financial, LLC26,126
0.2% of portfolio›$2.3M
Waller Financial Planning Group, Inc24,656
0.4% of portfolio›$2.2M
Stevens Capital Partners23,954
0.4% of portfolio›$2.1M
Friday Financial23,863
0.4% of portfolio›$2.1M
Capital Squared Financial LLC23,244
1.3% of portfolio›$2.1M
Courier Capital LLC22,907
0.1% of portfolio›$2.0M
RFG Advisory, LLC22,729
0.0% of portfolio›$2.0M
CWA Asset Management Group, LLC20,545
0.1% of portfolio›$1.8M
Accurate Wealth Management, LLC20,490
0.2% of portfolio›$1.9M
Cooke Wealth Management, LLC20,453
1.5% of portfolio›$1.8M
Financial Guidance Group, Inc.20,128
0.6% of portfolio›$1.8M
MGO One Seven LLC18,707
0.0% of portfolio›$1.7M
Cambridge Financial Group, LLC18,681
0.6% of portfolio›$1.8M
Prism Advisors, Inc.18,645
0.4% of portfolio›$1.7M
Salomon & Ludwin, LLC18,233
0.1% of portfolio›$1.6M
Advisor OS, LLC17,982
0.1% of portfolio›$1.6M
Collective Family Office LLC17,931
0.3% of portfolio›$1.6M
Acorn Financial Advisory Services Inc17,542
0.2% of portfolio›$1.6M
HF Advisory Group, LLC17,221
0.5% of portfolio›$1.5M
Silverlake Wealth Management LLC17,119
0.3% of portfolio›$1.5M
Lodestar Private Asset Management LLC16,734
0.1% of portfolio›$1.5M
Berman McAleer LLC15,351
0.2% of portfolio›$1.4M
American Financial & TAX Strategies Inc14,302
0.6% of portfolio›$1.3M
Portside Wealth Group, LLC14,100
0.1% of portfolio›$1.2M
LTG Capital LLC13,947
0.8% of portfolio›$1.2M
Omega Financial Group, LLC13,711
0.4% of portfolio›$1.2M
Fiduciary Alliance LLC13,046
0.1% of portfolio›$1.2M
Milestone Asset Management Group, LLC12,282
0.5% of portfolio›$1.1M
Cape Investment Advisory, Inc.12,161
0.3% of portfolio›$1.1M
Vise Technologies, Inc.12,060
0.0% of portfolio›$1.1M
Cullen T Bankers, Inc.12,000
0.0% of portfolio›$1.1M
Imc-Chicago, LLC11,574
0.0% of portfolio›$1.0M
Lewis Asset Management, LLC11,542
0.3% of portfolio›$1.0M
Invera Wealth Advisors, LLC11,116
0.5% of portfolio›$983.9K
LexAurum Advisors, LLC10,756
0.1% of portfolio›$952.0K
Krilogy Financial LLC10,737
0.0% of portfolio›$969.4K
Brady Martz Wealth Solutions, LLC10,620
0.1% of portfolio›$940.0K
Sharper & Granite LLC10,095
0.3% of portfolio›$859.6K
KPP Advisory Services LLC9,929
0.1% of portfolio›$878.8K
Resonant Capital Advisors, LLC9,842
0.0% of portfolio›$871.1K
Elevation Point Wealth Partners, LLC9,100
0.0% of portfolio›$805.5K
Gibbs Wealth Management9,024
0.1% of portfolio›$798.7K
Mosley Wealth Management8,940
0.2% of portfolio›$814.0K
Weinberger Asset Management, Inc8,662
0.2% of portfolio›$766.7K
Onyx Bridge Wealth Group LLC8,535
0.1% of portfolio›$755.5K
Cultivar Capital, Inc.8,385
0.5% of portfolio›$742.2K
Titleist Asset Management, LLC8,041
0.0% of portfolio›$711.7K
Visionary Wealth Advisors7,457
0.0% of portfolio›$660.1K
Insight Advisors, LLC/ PA7,320
0.1% of portfolio›$647.9K
SJS Investment Consulting Inc.7,000
0.1% of portfolio›$619.6K
Fifth Third Securities, Inc.6,623
0.0% of portfolio›$586.2K
Kestra Private Wealth Services, LLC6,616
0.0% of portfolio›$585.6K
Stonebridge Financial Group, LLC6,577
0.0% of portfolio›$582.1K
Sterling Financial Planning, Inc.6,474
0.2% of portfolio›$573.0K
Juncture Wealth Strategies, LLC6,326
0.1% of portfolio›$559.9K
Everhart Financial Group, Inc.6,226
0.0% of portfolio›$551.1K
Concurrent Investment Advisors, LLC6,061
0.0% of portfolio›$536.4K
J.W. Cole Advisors, Inc.6,015
0.0% of portfolio›$532.4K
Financial Network Wealth Advisors LLC5,979
0.5% of portfolio›$529.2K
Eclectic Associates Inc5,947
0.1% of portfolio›$526.4K
Crescent Grove Advisors, LLC5,636
0.0% of portfolio›$498.8K
Balefire, LLC5,583
0.1% of portfolio›$494.2K
PFG Advisors5,548
0.0% of portfolio›$491.0K
Meridian Wealth Management, LLC5,543
0.0% of portfolio›$490.6K
Meridian Financial Advisors, LLC5,463
0.2% of portfolio›$483.5K
Burney Co/5,345
0.0% of portfolio›$473.1K
Orin Green Financial, LLC5,213
0.2% of portfolio›$461.4K
Trueblood Wealth Management, LLC5,206
0.2% of portfolio›$460.8K
ARQ Wealth Advisors, LLC5,193
0.1% of portfolio›$459.6K
Norden Group LLC5,062
0.0% of portfolio›$448.0K
Flagstar Securities, Inc4,951
0.1% of portfolio›$438.2K
WealthPlan Investment Management, LLC4,896
0.0% of portfolio›$433.3K
AdvisorNet Financial, Inc4,896
0.0% of portfolio›$440.2K
Centennial Wealth Advisory LLC4,763
0.1% of portfolio›$423.0K
Csenge Advisory Group4,734
0.0% of portfolio›$419.0K
Tempo Wealth, LLC4,715
0.1% of portfolio›$417.3K
Schear Investment Advisers, LLC4,715
0.1% of portfolio›$417.3K
IFP Advisors, Inc4,567
0.0% of portfolio›$404.2K
Third View Private Wealth, LLC4,123
0.0% of portfolio›$364.9K
Inspirion Wealth Advisors, LLC3,933
0.0% of portfolio›$348.1K
Sensible Money, LLC3,881
0.1% of portfolio›$343.5K
Apeiron RIA LLC3,877
0.1% of portfolio›$346.6K
KWB Wealth3,806
0.0% of portfolio›$336.9K
StoneX Group Inc.3,790
0.0% of portfolio›$342.7K
Acorn Wealth Advisors, LLC3,676
0.1% of portfolio›$325.4K
Schneider Downs Wealth Management Advisors, LP3,395
0.0% of portfolio›$300.5K
MidAtlantic Capital Management, Inc.3,383
0.2% of portfolio›$299.4K
Goldstein Advisors, LLC3,250
0.0% of portfolio›$287.7K
Signature Estate & Investment Advisors LLC3,230
0.0% of portfolio›$285.9K
Breachway Investments LLC3,218
0.4% of portfolio›$284.8K
Retirement Planning Group, LLC3,195
0.0% of portfolio›$282.8K
Persium Advisors, LLC3,175
0.1% of portfolio›$281.0K
Hardworking Capital Advisors, LLC3,126
0.2% of portfolio›$276.7K
Centerpoint Advisors, LLC3,087
0.0% of portfolio›$273
Beaumont Financial Advisors, LLC3,081
0.0% of portfolio›$272.7K
LongView Wealth Management3,034
0.1% of portfolio›$268.5K
Quadcap Wealth Management, LLC3,031
0.0% of portfolio›$268.3K
Destiny Capital Corp3,008
0.1% of portfolio›$266.2K
Summit Investment Advisory Services, LLC2,990
0.1% of portfolio›$264.7K
KDK Private Wealth Management, LLC2,945
0.2% of portfolio›$260.7K
O'Keefe Stevens Advisory, Inc.2,925
0.1% of portfolio›$258.9K
Joseph Group Capital Management2,878
0.0% of portfolio›$254.7K
Cornerstone Wealth Management, LLC2,767
0.0% of portfolio›$244.9K
Eastern Bank2,682
0.0% of portfolio›$237.4K
Cornerstone Planning, LLC2,604
0.0% of portfolio›$242.0K
Diversified Management Inc2,584
0.0% of portfolio›$228.7K
Certior Financial Group, LLC2,520
0.1% of portfolio›$223.0K
Capital Investment Advisory Services, LLC2,510
0.0% of portfolio›$223.3K
PDS Planning, Inc2,496
0.0% of portfolio›$220.9K
HB Wealth Management, LLC2,397
0.0% of portfolio›$212.2K
4Wealth Advisors, Inc.2,374
0.1% of portfolio›$212.1K
Partners Wealth Management, LLC2,328
0.0% of portfolio›$206.1K
Somerset Trust Co2,326
0.1% of portfolio›$205.9K
Apollon Wealth Management, LLC2,325
0.0% of portfolio›$205.8K
McNaughton Wealth Management, LLC2,323
0.1% of portfolio›$205.6K
Tradewinds Capital Management, LLC2,319
0.0% of portfolio›$205.2K
Diversify Wealth Management, LLC2,310
0.0% of portfolio›$210.4K
Diversify Advisory Services, LLC2,310
0.0% of portfolio›$210.4K
Dhjj Financial Advisors, Ltd.2,285
0.1% of portfolio›$202.2K
Fifth Third Bancorp2,173
0.0% of portfolio›$192.3K
Private Trust Co NA1,944
0.0% of portfolio›$172.1K
Wealth Enhancement Trust Services, Inc.1,704
0.0% of portfolio›$150.8K
Elevated Capital Advisors, LLC1,599
0.0% of portfolio›$141.5K
US Bancorp \de\1,495
0.0% of portfolio›$132.3K
Pinnacle Bancorp, Inc.1,200
0.0% of portfolio›$106.2K
Creative Financial Designs Inc1,091
0.0% of portfolio›$96.5K
Atwood & Palmer Inc750
0.0% of portfolio›$66.4K
Assetmark, Inc619
0.0% of portfolio›$54.8K
CoreCap Advisors, LLC611
0.0% of portfolio›$54.1K
Rossby Financial, LCC547
0.0% of portfolio›$48.4K
JFS Wealth Advisors, LLC529
0.0% of portfolio›$46.8K
Glass Jacobson Investment Advisors llc525
0.0% of portfolio›$46.4K
Key FInancial Inc521
0.0% of portfolio›$46.1K
Pension & Wealth Management Advisors, Inc.504
0.0% of portfolio›$44.6K
Princeton Global Asset Management LLC297
0.0% of portfolio›$26.3K
Lanark Financial, Inc.279
0.0% of portfolio›$24.7K
Family Capital Trust Co269
0.0% of portfolio›$23.8K
MJT & Associates Financial Advisory Group, Inc.249
0.0% of portfolio›$22.0K
EverSource Wealth Advisors, LLC240
0.0% of portfolio›$21.3K
GK Wealth Management LLC238
0.0% of portfolio›$21.1K
Bfsg, LLC223
0.0% of portfolio›$19.7K
Comprehensive Financial Planning, Inc.216
0.0% of portfolio›$19.1K
Cherry Tree Wealth Management, LLC209
0.0% of portfolio›$18.5K
Cassaday & Co Wealth Management LLC207
0.0% of portfolio›$18.3K
Owl Creek Wealth Partners LLC183
0.0% of portfolio›$16.2K
Pinnacle Wealth Planning Services, Inc.182
0.0% of portfolio›$16.1K
Silver Grove Financial Group, Inc.157
0.0% of portfolio›$13.9K
Latitude Advisors, LLC156
0.0% of portfolio›$13.8K
DecisionPoint Financial, LLC155
0.0% of portfolio›$13.9K
Allspring Global Investments Holdings, LLC154
0.0% of portfolio›$13.9K
Valley National Advisers Inc142
0.0% of portfolio›$12.6K
Versant Capital Management, Inc141
0.0% of portfolio›$12.5K
Hughes Financial Services, LLC129
0.0% of portfolio›$12.1K
Thompson Investment Management, Inc.125
0.0% of portfolio›$11.1K
Tounjian Advisory Partners, LLC114
0.0% of portfolio›$10.1K
Provenance Wealth Advisors, LLC100
0.0% of portfolio›$8.9K
Key Capital Management, Inc97
0.0% of portfolio›$8.6K
Quest 10 Wealth Builders, Inc.89
0.0% of portfolio›$7.9K
Reap Financial Group, LLC75
0.0% of portfolio›$6.7K
Tompkins Financial Corp65
0.0% of portfolio›$5.8K
Evolution Wealth Management Inc.59
0.0% of portfolio›$5.2K
Trust Co of Vermont52
0.0% of portfolio›$4.6K
Barrett & Company, Inc.34
0.0% of portfolio›$3.0K
Carolina Wealth Advisors, LLC32
0.0% of portfolio›$2.8K
Costello Asset Management, Inc26
0.0% of portfolio›$2.3K
Cedar Mountain Advisors, LLC26
0.0% of portfolio›$2.3K
Lloyd Advisory Services, Llc.24
0.0% of portfolio›$2.1K
Wilmington Savings Fund Society, FSB21
0.0% of portfolio›$1.9K
Bullock Wealth Management Group17
0.0% of portfolio›$1.5K
Kingdom Financial Group Llc.17
0.0% of portfolio›$1.5K
Buck Wealth Strategies, LLC10
0.0% of portfolio›$913
Morling Financial Advisors, LLC8
0.0% of portfolio›$708
Citigroup Inc2
0.0% of portfolio›$177
Provident Wealth Management, LLC1
0.0% of portfolio›$89
StyleTurnoverLocationFiled
Wealth Enhancement Advisory Services, LLC
1,258,328$113.4M0.2%CoreLowPlymouth, MN2026-10-13
Avantax Planning Partners, Inc.
960,335$85.0M2.1%ETFLowDubuque, IA2026-11-03
First National Trust Co
395,416$35.0M1.2%GrowthLowJohnstown, PA2026-10-28
First Pacific Financial
365,602$32.4M3.3%ETFLowVancouver, WA2026-10-14
Canandaigua National Bank & Trust Co
350,786$31.0M2.7%CoreVery LowCanandaigua, NY2026-10-07
Klingman & Associates, LLC
339,231$30.0M1.2%ETFVery LowNew York, NY2026-10-20
GHP Investment Advisors, Inc.
287,660$25.5M0.9%CoreVery LowDenver, CO2026-10-15
Rodgers & Associates, LTD
216,453$19.2M1.8%ETFVery LowLancaster, PA2026-10-20
Convergence Financial, LLC
215,759$19.1M2.7%ETFMediumColumbia, MO2026-10-27
ERn Financial, LLC
169,285$15.0M2.4%ETFVery LowMiddleton, WI2026-10-28
Asset Dedication, LLC
146,871$13.0M0.8%ETFLowSan Francisco, CA2026-11-03
Moneco Advisors, LLC
132,985$11.8M0.7%ETFLowFairfield, CT2026-11-05
Marathon Mission, Inc.
126,233$11.2M5.6%ETFVery LowAlbany, NY2026-10-01
Capital Wealth Management, LLC
105,709$9.4M2.1%ETFVery LowW. Warwick, RI2026-10-27
Private Wealth Management Group, LLC
99,628$8.8M2.0%ETFLowPrinceton, NJ2026-10-19
Farther Finance Advisors, LLC
96,811$8.6M0.1%IndexLowSan Francisco, CA2026-10-08
Commonwealth Equity Services, LLC
93,903$8.3M0.0%ETFLowWaltham, MA2026-11-02
Mission Wealth Management, LP
87,415$7.7M0.1%ETFLowSanta Barbara, CA2026-10-15
Jnba Financial Advisors
83,391$7.4M0.6%ETFMediumBloomington, MN2026-11-03
Sage Financial Group Inc
72,670$6.4M0.4%ETFVery LowW. Conshohocken, PA2026-10-27
Avior Wealth Management, LLC
71,715$6.3M0.2%ETFMediumOmaha, NE2026-10-13
Farmers & Merchants Trust Co of Chambersburg PA
69,111$6.1K0.0%GARPLowChambersburg, PA2026-10-14
Chicago Partners Investment Group LLC
66,540$6.1M0.1%GARPLowChicago, IL2026-10-27
Diligent Investors, LLC
62,441$5.5M1.2%CoreLowRedlands, CA2026-10-21
McAdam, LLC
56,368$5.0M0.2%ETFLowPhiladelphia, PA2026-10-21
Councilor Wealth, LLC
55,389$4.9M2.0%ETFLowBethesda, MD2026-10-09
Wealthcare Advisory Partners LLC
49,275$4.4M0.1%ETFLowWest Chester, PA2026-10-21
RTD Financial Advisors, Inc.
48,988$4.3M0.5%ETFLowPhiladelphia, PA2026-10-09
Bailard, Inc.
44,131$3.9M0.1%GrowthMediumFoster City, CA2026-10-13
Sacks & Associates, LLC
43,501$3.9M2.7%ETFLowWarren, NJ2026-10-09
Montz Harcus Wealth Management LLC
42,231$3.7M1.3%ETFVery LowNew Orleans, LA2026-10-09
Cambridge Investment Research Advisors, Inc.
41,734$3.7K0.0%ETFLowFairfield, IA2026-11-02
Marotta Asset Management
38,580$3.4M0.6%ETFLowCharlottesville, VA2026-10-02
Occidental Asset Management, LLC
37,786$3.3M0.3%GrowthLowBurlingame, CA2026-11-05
Modera Wealth Management, LLC
37,585$3.3M0.0%ETFVery LowWestwood, NJ2026-10-28
Canandaigua National Trust Co of Florida
36,123$3.2M1.8%CoreLowCanandaigua, NY2026-10-07
Bill Few Associates, Inc.
36,085$3.2M0.7%CoreVery LowSewickley, PA2026-10-09
Shum Financial Group, Inc.
31,777$2.8M1.6%GrowthVery LowAlameda, CA2026-10-13
CX Institutional
31,046$2.7K0.1%CoreMediumAuburn, IN2026-10-02
Courage Miller Partners, LLC
30,830$2.7M0.7%ETFVery LowNorfolk, VA2026-10-21
Koshinski Asset Management, Inc.
30,824$2.7M0.1%ETFLowDecatur, IL2026-10-29
Ignite Planners, LLC
30,376$2.7M0.3%CoreLowSan Clemente, CA2026-10-14
Creative Planning
29,511$2.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Kestra Advisory Services, LLC
29,359$2.6M0.0%CoreLowAustin, TX2026-11-02
Truist Financial Corp
28,806$2.5M0.0%CoreLowCharlotte, NC2026-10-30
Kingswood Wealth Advisors, LLC
28,299$2.5M0.1%GrowthLowSan Diego, CA2026-10-23
Brookstone Capital Management
28,104$2.5M0.0%ETFMediumWheaton, IL2026-10-22
Barden Capital Management, Inc.
26,842$2.4M2.2%GrowthLowAustin, TX2026-10-09
Intrua Financial, LLC
26,126$2.3M0.2%ETFMediumHouston, TX2026-10-28
Waller Financial Planning Group, Inc
24,656$2.2M0.4%ETFMediumColumbus, OH2026-10-07
Stevens Capital Partners
23,954$2.1M0.4%ETFVery LowOmaha, NE2026-10-29
Friday Financial
23,863$2.1M0.4%ETFVery LowDubuque, IA2026-10-09
Capital Squared Financial LLC
23,244$2.1M1.3%ETFVery LowRockville, MD2026-10-30
Courier Capital LLC
22,907$2.0M0.1%ETFLowBuffalo, NY2026-10-19
RFG Advisory, LLC
22,729$2.0M0.0%ETFMediumBirmingham, AL2026-11-03
CWA Asset Management Group, LLC
20,545$1.8M0.1%CoreMediumNaples, FL2026-10-19
Accurate Wealth Management, LLC
20,490$1.9M0.2%CoreMediumWesley Chapel, FL2026-10-20
Cooke Wealth Management, LLC
20,453$1.8M1.5%ETFVery LowIrvine, CA2026-10-13
Financial Guidance Group, Inc.
20,128$1.8M0.6%ETFVery LowPalm Harbor, FL2026-10-21
MGO One Seven LLC
18,707$1.7M0.0%GrowthLowBeachwood, OH2026-10-28
Cambridge Financial Group, LLC
18,681$1.8M0.6%ETFLowTucson, AZ2026-10-06
Prism Advisors, Inc.
18,645$1.7M0.4%ETFMediumStudio City, CA2026-10-09
Salomon & Ludwin, LLC
18,233$1.6M0.1%ETFVery LowRichmond, VA2026-10-29
Advisor OS, LLC
17,982$1.6M0.1%ETFMediumChicago, IL2026-11-03
Collective Family Office LLC
17,931$1.6M0.3%ETFLowYork, PA2026-10-05
Acorn Financial Advisory Services Inc
17,542$1.6M0.2%ETFMediumReston, VA2026-11-02
HF Advisory Group, LLC
17,221$1.5M0.5%ValueLowAnnapolis, MD2026-10-09
Silverlake Wealth Management LLC
17,119$1.5M0.3%ETFLowWilliston, VT2026-10-21
Lodestar Private Asset Management LLC
16,734$1.5M0.1%ETFLowAlamo, CA2026-10-26
Berman McAleer LLC
15,351$1.4M0.2%ETFVery LowTimonium, MD2026-10-16
American Financial & TAX Strategies Inc
14,302$1.3M0.6%ETFVery LowNew York, NY2026-10-16
Portside Wealth Group, LLC
14,100$1.2M0.1%CoreMediumProvo, UT2026-10-20
LTG Capital LLC
13,947$1.2M0.8%ETFLowFramingham, MA2026-11-04
Omega Financial Group, LLC
13,711$1.2M0.4%ETFVery LowSanta Barbara, CA2026-10-29
Fiduciary Alliance LLC
13,046$1.2M0.1%CoreMediumGreenville, SC2026-10-13
Milestone Asset Management Group, LLC
12,282$1.1M0.5%ETFVery LowAvon, CT2026-10-20
Cape Investment Advisory, Inc.
12,161$1.1M0.3%ETFLowMcdonough, GA2026-10-13
Vise Technologies, Inc.
12,060$1.1M0.0%IndexLowNew York, NY2026-10-29
Cullen T Bankers, Inc.
12,000$1.1M0.0%GrowthLowSan Antonio, TX2026-10-28
Imc-Chicago, LLC
11,574$1.0M0.0%GARPVery HighChicago, IL2026-11-05
Lewis Asset Management, LLC
11,542$1.0M0.3%GrowthLowLafayette, CA2026-10-14
Invera Wealth Advisors, LLC
11,116$983.9K0.5%GrowthMediumBend, OR2026-10-28
LexAurum Advisors, LLC
10,756$952.0K0.1%ETFLowOverland Park, KS2026-10-19
Krilogy Financial LLC
10,737$969.4K0.0%GrowthLowSt. Louis, MO2026-10-13
Brady Martz Wealth Solutions, LLC
10,620$940.0K0.1%ETFLowGrand Forks, ND2026-11-05
Sharper & Granite LLC
10,095$859.6K0.3%ETFLowEl Segundo, CA2026-11-02
KPP Advisory Services LLC
9,929$878.8K0.1%GrowthMediumLouisville, KY2026-10-26
Resonant Capital Advisors, LLC
9,842$871.1K0.0%ETFLowMadison, WI2026-10-15
Elevation Point Wealth Partners, LLC
9,100$805.5K0.0%CoreHighDenver, CO2026-11-05
Gibbs Wealth Management
9,024$798.7K0.1%CoreLowAlpharetta, GA2026-10-22
Mosley Wealth Management
8,940$814.0K0.2%ETFHighAnaheim, CA2026-10-16
Weinberger Asset Management, Inc
8,662$766.7K0.2%ETFVery LowLos Angeles, CA2026-10-28
Onyx Bridge Wealth Group LLC
8,535$755.5K0.1%ETFMediumTarrytown, NY2026-10-16
Cultivar Capital, Inc.
8,385$742.2K0.5%YieldLowDenton, TX2026-10-14
Titleist Asset Management, LLC
8,041$711.7K0.0%ETFLowSan Antonio, TX2026-10-08
Visionary Wealth Advisors
7,457$660.1K0.0%ETFLowO'Fallon, IL2026-11-04
Insight Advisors, LLC/ PA
7,320$647.9K0.1%ETFMediumNewtown, PA2026-10-22
SJS Investment Consulting Inc.
7,000$619.6K0.1%ETFVery LowSylvania, OH2026-10-26
Fifth Third Securities, Inc.
6,623$586.2K0.0%ETFLowCincinnati, OH2026-10-21
Kestra Private Wealth Services, LLC
6,616$585.6K0.0%GrowthLowAustin, TX2026-10-30
Stonebridge Financial Group, LLC
6,577$582.1K0.0%ETFMediumWormleysburg, PA2026-10-01
Sterling Financial Planning, Inc.
6,474$573.0K0.2%ETFVery LowSparta, NJ2026-10-28
Juncture Wealth Strategies, LLC
6,326$559.9K0.1%ETFLowScottsdale, AZ2026-10-06
Everhart Financial Group, Inc.
6,226$551.1K0.0%ETFLowDublin, OH2026-10-08
Concurrent Investment Advisors, LLC
6,061$536.4K0.0%GrowthMediumTampa, FL2026-10-16
J.W. Cole Advisors, Inc.
6,015$532.4K0.0%IndexLowTampa, FL2026-11-05
Financial Network Wealth Advisors LLC
5,979$529.2K0.5%ETFLowMurray, UT2026-10-28
Eclectic Associates Inc
5,947$526.4K0.1%ETFVery LowFullerton, CA2026-10-09
Crescent Grove Advisors, LLC
5,636$498.8K0.0%ETFLowLake Forest, IL2026-10-21
Balefire, LLC
5,583$494.2K0.1%ETFMediumDallas, TX2026-10-09
PFG Advisors
5,548$491.0K0.0%ETFMediumPhoenix, AZ2026-10-16
Meridian Wealth Management, LLC
5,543$490.6K0.0%GrowthLowLexington, KY2026-11-05
Meridian Financial Advisors, LLC
5,463$483.5K0.2%ETFVery LowHolliston, MA2026-10-14
Burney Co/
5,345$473.1K0.0%GARPMediumReston, VA2026-10-15
Orin Green Financial, LLC
5,213$461.4K0.2%ETFVery LowSan Diego, CA2026-10-19
Trueblood Wealth Management, LLC
5,206$460.8K0.2%CoreLowLima, OH2026-10-23
ARQ Wealth Advisors, LLC
5,193$459.6K0.1%ETFLowScottsdale, AZ2026-10-29
Norden Group LLC
5,062$448.0K0.0%GrowthMediumProvo, UT2026-10-20
Flagstar Securities, Inc
4,951$438.2K0.1%ETFVery LowNew York, NY2026-10-15
WealthPlan Investment Management, LLC
4,896$433.3K0.0%GrowthMediumOmaha, NE2026-10-15
AdvisorNet Financial, Inc
4,896$440.2K0.0%ETFLowMinnetonka, MN2026-10-15
Centennial Wealth Advisory LLC
4,763$423.0K0.1%ETFLowTraverse City, MI2026-10-16
Csenge Advisory Group
4,734$419.0K0.0%ETFMediumClearwater, FL2026-11-04
Tempo Wealth, LLC
4,715$417.3K0.1%Agg GrowthLowIndependence, OH2026-10-14
Schear Investment Advisers, LLC
4,715$417.3K0.1%Agg GrowthMediumCincinnati, OH2026-10-14
IFP Advisors, Inc
4,567$404.2K0.0%GrowthLowTampa, FL2026-10-16
Third View Private Wealth, LLC
4,123$364.9K0.0%GrowthLowWestport, CT2026-10-30
Inspirion Wealth Advisors, LLC
3,933$348.1K0.0%ETFMediumLibertyville, IL2026-10-09
Sensible Money, LLC
3,881$343.5K0.1%ETFVery LowScottsdale, AZ2026-10-20
Apeiron RIA LLC
3,877$346.6K0.1%ETFMediumDallas, TX2026-10-08
KWB Wealth
3,806$336.9K0.0%ETFMediumRedlands, CA2026-10-16
StoneX Group Inc.
3,790$342.7K0.0%ETFMediumNew York, NY2026-11-03
Acorn Wealth Advisors, LLC
3,676$325.4K0.1%ETFLowGrand Blanc, MI2026-10-19
Schneider Downs Wealth Management Advisors, LP
3,395$300.5K0.0%ETFVery LowPittsburgh, PA2026-10-27
MidAtlantic Capital Management, Inc.
3,383$299.4K0.2%ETFVery LowRichmond, VA2026-11-05
Goldstein Advisors, LLC
3,250$287.7K0.0%ETFMediumMadison, WI2026-10-15
Signature Estate & Investment Advisors LLC
3,230$285.9K0.0%ETFMediumLos Angeles, CA2026-10-13
Breachway Investments LLC
3,218$284.8K0.4%ETFLowCharlestown, RI2026-10-19
Retirement Planning Group, LLC
3,195$282.8K0.0%ETFVery LowLeawood, KS2026-10-19
Persium Advisors, LLC
3,175$281.0K0.1%ETFLowAtlanta, GA2026-10-07
Hardworking Capital Advisors, LLC
3,126$276.7K0.2%GrowthMediumPalm Desert, CA2026-10-20
Centerpoint Advisors, LLC
3,087$2730.0%ETFVery LowNeedham, MA2026-11-05
Beaumont Financial Advisors, LLC
3,081$272.7K0.0%GrowthMediumNeedham, MA2026-10-22
LongView Wealth Management
3,034$268.5K0.1%ETFLowAtlanta, GA2026-10-19
Quadcap Wealth Management, LLC
3,031$268.3K0.0%ETFLowFrisco, TX2026-11-02
Destiny Capital Corp
3,008$266.2K0.1%ETFVery LowDenver, CO2026-11-03
Summit Investment Advisory Services, LLC
2,990$264.7K0.1%ETFVery LowRoseville, MN2026-11-03
KDK Private Wealth Management, LLC
2,945$260.7K0.2%ETFVery LowHouston, TX2026-11-03
O'Keefe Stevens Advisory, Inc.
2,925$258.9K0.1%ValueLowRochester, NY2026-10-09
Joseph Group Capital Management
2,878$254.7K0.0%ETFLowColumbus, OH2026-11-04
Cornerstone Wealth Management, LLC
2,767$244.9K0.0%ETFVery LowSt. Peters, MO2026-11-04
Eastern Bank
2,682$237.4K0.0%GrowthMediumBoston, MA2026-10-05
Cornerstone Planning, LLC
2,604$242.0K0.0%CoreMediumCharlotte, NC2026-10-27
Diversified Management Inc
2,584$228.7K0.0%CoreVery LowMilwaukee, WI2026-10-08
Certior Financial Group, LLC
2,520$223.0K0.1%ETFMediumKing Of Prussia, PA2026-10-19
Capital Investment Advisory Services, LLC
2,510$223.3K0.0%CoreMediumRaleigh, NC2026-10-30
PDS Planning, Inc
2,496$220.9K0.0%IndexVery LowDublin, OH2026-11-03
HB Wealth Management, LLC
2,397$212.2K0.0%IndexVery LowAtlanta, GA2026-10-23
4Wealth Advisors, Inc.
2,374$212.1K0.1%ETFMediumBurr Ridge, IL2026-10-13
Partners Wealth Management, LLC
2,328$206.1K0.0%CoreLowCarmel By The Sea, CA2026-10-28
Somerset Trust Co
2,326$205.9K0.1%CoreVery LowSomerset, PA2026-10-13
Apollon Wealth Management, LLC
2,325$205.8K0.0%GrowthLowMount Pleasant, SC2026-10-23
McNaughton Wealth Management, LLC
2,323$205.6K0.1%ETFLowSan Diego, CA2026-10-09
Tradewinds Capital Management, LLC
2,319$205.2K0.0%ETFVery HighBellingham, WA2026-10-23
Diversify Wealth Management, LLC
2,310$210.4K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
2,310$210.4K0.0%GrowthLowSandy, UT2026-10-20
Dhjj Financial Advisors, Ltd.
2,285$202.2K0.1%ETFVery LowNaperville, IL2026-10-23
Fifth Third Bancorp
2,173$192.3K0.0%IndexVery LowCincinnati, OH2026-11-05
Private Trust Co NA
1,944$172.1K0.0%CoreLowCleveland, OH2026-10-20
Wealth Enhancement Trust Services, Inc.
1,704$150.8K0.0%GrowthMediumSioux Falls, SD2026-10-07
Elevated Capital Advisors, LLC
1,599$141.5K0.0%ETFMediumSandy, UT2026-11-04
US Bancorp \de\
1,495$132.3K0.0%IndexLowMinneapolis, MN2026-11-05
Pinnacle Bancorp, Inc.
1,200$106.2K0.0%CoreVery LowBeatrice, NE2026-10-21
Creative Financial Designs Inc
1,091$96.5K0.0%ETFMediumKokomo, IN2026-11-04
Atwood & Palmer Inc
750$66.4K0.0%CoreVery LowKansas City, MO2026-10-08
Assetmark, Inc
619$54.8K0.0%ETFLowConcord, CA2026-10-21
CoreCap Advisors, LLC
611$54.1K0.0%ETFMediumSouthfield, MI2026-10-08
Rossby Financial, LCC
547$48.4K0.0%ETFMediumMelbourne, FL2026-11-05
JFS Wealth Advisors, LLC
529$46.8K0.0%ETFVery LowHermitage, PA2026-11-03
Glass Jacobson Investment Advisors llc
525$46.4K0.0%ETFLowOwings Mills, MD2026-10-26
Key FInancial Inc
521$46.1K0.0%ETFLowWest Chester, PA2026-11-02
Pension & Wealth Management Advisors, Inc.
504$44.6K0.0%ETFLowWaltham, MA2026-10-16
Princeton Global Asset Management LLC
297$26.3K0.0%GrowthLowPrinceton, NJ2026-10-21
Lanark Financial, Inc.
279$24.7K0.0%CoreMediumBirmingham, AL2026-10-26
Family Capital Trust Co
269$23.8K0.0%CoreLowPeabody, MA2026-10-22
MJT & Associates Financial Advisory Group, Inc.
249$22.0K0.0%ETFLowMontevideo, MN2026-10-07
EverSource Wealth Advisors, LLC
240$21.3K0.0%CoreMediumBirmingham, AL2026-11-04
GK Wealth Management LLC
238$21.1K0.0%GARPVery HighReno, NV2026-10-09
Bfsg, LLC
223$19.7K0.0%CoreLowIrvine, CA2026-10-30
Comprehensive Financial Planning, Inc.
216$19.1K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Cherry Tree Wealth Management, LLC
209$18.5K0.0%ETFVery LowMinnetonka, MN2026-10-15
Cassaday & Co Wealth Management LLC
207$18.3K0.0%ETFVery LowMclean, VA2026-10-27
Owl Creek Wealth Partners LLC
183$16.2K0.0%IndexLowGreenwood Village, CO2026-10-20
Pinnacle Wealth Planning Services, Inc.
182$16.1K0.0%GARPLowMansfield, OH2026-10-27
Silver Grove Financial Group, Inc.
157$13.9K0.0%CoreMediumOrchard Park, NY2026-11-05
Latitude Advisors, LLC
156$13.8K0.0%ETFLowYorkville, IL2026-10-27
DecisionPoint Financial, LLC
155$13.9K0.0%ETFVery LowMesa, AZ2026-10-27
Allspring Global Investments Holdings, LLC
154$13.9K0.0%CoreMediumCharlotte, NC2026-11-04
Valley National Advisers Inc
142$12.6K0.0%ETFLowBethlehem, PA2026-10-23
Versant Capital Management, Inc
141$12.5K0.0%GARPLowPhoenix, AZ2026-10-02
Hughes Financial Services, LLC
129$12.1K0.0%ETFLowHerndon, VA2026-10-30
Thompson Investment Management, Inc.
125$11.1K0.0%ValueMediumMadison, WI2026-10-14
Tounjian Advisory Partners, LLC
114$10.1K0.0%GrowthHighFort Myers, FL2026-11-04
Provenance Wealth Advisors, LLC
100$8.9K0.0%ETFLowFort Lauderdale, FL2026-10-30
Key Capital Management, Inc
97$8.6K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Quest 10 Wealth Builders, Inc.
89$7.9K0.0%ETFLowFuquay-Varina, VA2026-11-02
Reap Financial Group, LLC
75$6.7K0.0%ETFLowAustin, TX2026-11-02
Tompkins Financial Corp
65$5.8K0.0%CoreLowIthaca, NY2026-10-05
Evolution Wealth Management Inc.
59$5.2K0.0%ETFMediumFort Myers, FL2026-10-28
Trust Co of Vermont
52$4.6K0.0%CoreVery LowBrattleboro, VT2026-10-21
Barrett & Company, Inc.
34$3.0K0.0%ETFLowProvidence, RI2026-10-22
Carolina Wealth Advisors, LLC
32$2.8K0.0%YieldHighMyrtle Beach, SC2026-10-23
Costello Asset Management, Inc
26$2.3K0.0%CoreLowFeasterville, PA2026-10-30
Cedar Mountain Advisors, LLC
26$2.3K0.0%ETFVery LowLake Oswego, OR2026-10-15
Lloyd Advisory Services, Llc.
24$2.1K0.0%ETFVery HighSuwanee, GA2026-11-02
Wilmington Savings Fund Society, FSB
21$1.9K0.0%CoreLowWilmington, DE2026-10-23
Bullock Wealth Management Group
17$1.5K0.0%GrowthLowBloomington, IN2026-10-09
Kingdom Financial Group Llc.
17$1.5K0.0%ETFMediumPeoria, AZ2026-11-04
Buck Wealth Strategies, LLC
10$9130.0%ValueMediumDenver, CO2026-10-28
Morling Financial Advisors, LLC
8$7080.0%ETFLowFremont, CA2026-10-28
Citigroup Inc
2$1770.0%CoreMediumNew York, NY2026-11-04
Provident Wealth Management, LLC
1$890.0%ETFVery LowBrentwood, TN2026-10-20