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SS Spdr P S&P 400 Midcap ETF (SPMD)

CUSIP: 78464A847 | NYSE | 1510 institutional holders

Quarters

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

Creative Planning105,352,214
3.7% of portfolio›$6.6B
Facet Wealth, Inc.3,060,467
2.4% of portfolio›$192.9M
First Command Advisory Services, Inc.2,349,499
0.8% of portfolio›$148.1M
Wealthcare Advisory Partners LLC1,317,310
1.4% of portfolio›$83.0M
Cornerstone Wealth Management, LLC1,098,678
2.9% of portfolio›$69.3M
Greenleaf Trust1,042,848
0.7% of portfolio›$65.7M
Auto-Owners Insurance Co1,040,000
2.0% of portfolio›$65.6M
Farther Finance Advisors, LLC947,740
0.4% of portfolio›$59.7M
Oarsman Capital, Inc.896,063
5.7% of portfolio›$56.5M
Vicus Capital874,058
3.5% of portfolio›$55.1M
Jnba Financial Advisors832,452
4.0% of portfolio›$52.5M
1900 Wealth Management LLC829,178
2.8% of portfolio›$52.3M
Bokf, NA827,539
0.8% of portfolio›$52.2M
RKL Wealth Management LLC810,331
4.0% of portfolio›$51.1M
AlphaStar Capital Management, LLC791,370
3.0% of portfolio›$49.9M
Peterson Wealth Advisors, LLC778,920
5.7% of portfolio›$49.1M
Thrivent Financial for Lutherans720,553
0.0% of portfolio›$45.4K
Wealth Enhancement Advisory Services, LLC655,531
0.0% of portfolio›$31.7M
Atlas Private Wealth Advisors567,873
7.7% of portfolio›$35.8M
Gerber Kawasaki Wealth & Investment Management561,937
0.9% of portfolio›$35.4M
TSG Advice Partners, LLC541,217
4.8% of portfolio›$36.6M
Cahaba Wealth Management, Inc.470,389
1.8% of portfolio›$29.7M
Assetmark, Inc455,943
0.0% of portfolio›$28.7M
Evermay Wealth Management LLC404,656
2.6% of portfolio›$25.5M
Integrity Advisory Solutions, LLC402,178
2.7% of portfolio›$25.4M
First National Trust Co397,151
0.9% of portfolio›$25.0M
International City Management Association Retirement Corp379,104
5.4% of portfolio›$23.9M
Marathon Strategic Advisors, LLC367,746
13.6% of portfolio›$23.2M
Reston Wealth Management LLC338,331
5.8% of portfolio›$21.3M
RFG Advisory, LLC324,714
0.3% of portfolio›$20.5M
Shepherd Financial Partners LLC324,630
1.6% of portfolio›$20.5M
New Perspectives, Inc318,874
6.1% of portfolio›$20.1M
Avior Wealth Management, LLC295,747
0.5% of portfolio›$18.6M
Commonwealth Equity Services, LLC294,642
0.0% of portfolio›$18.6M
James T. Borello RIA285,264
3.7% of portfolio›$18.0M
Fifth Third Bancorp275,140
0.0% of portfolio›$17.3M
Montz Harcus Wealth Management LLC261,586
5.8% of portfolio›$16.5M
Bensler, LLC260,183
1.5% of portfolio›$16.4M
Lido Advisors, LLC258,953
0.0% of portfolio›$16.3M
Venture Visionary Partners LLC257,445
0.4% of portfolio›$16.2M
Higgins & Schmidt Wealth Strategies LLC229,146
5.9% of portfolio›$14.4M
Park Avenue Securities LLC226,660
0.0% of portfolio›$14.3K
WBH Advisory Inc208,804
0.9% of portfolio›$13.2M
Gradient Investments LLC195,020
0.2% of portfolio›$12.3M
Cambridge Investment Research Advisors, Inc.193,964
0.0% of portfolio›$12.2K
FF Advisors,LLC191,545
4.4% of portfolio›$12.1M
Nottingham Advisors, Inc.175,853
1.4% of portfolio›$11.2M
XY Planning Network, Inc.173,467
1.2% of portfolio›$10.9M
Warren Street Wealth Advisors, LLC172,765
2.1% of portfolio›$10.9M
CGN Advisors LLC168,139
0.8% of portfolio›$10.6M
NorthCrest Asset Manangement, LLC160,155
0.2% of portfolio›$10.2M
Retiremitten Financial LLC154,808
3.9% of portfolio›$9.9M
Wealth Management Resources, Inc.153,922
3.0% of portfolio›$9.7M
Windsor Capital Management, LLC153,416
2.5% of portfolio›$9.7M
Private Wealth Group, LLC149,645
3.6% of portfolio›$9.4M
Carnegie Investment Counsel149,538
0.2% of portfolio›$9.4M
KWB Wealth148,811
0.8% of portfolio›$9.4M
Avidian Wealth Enterprises, LLC148,661
0.3% of portfolio›$9.4M
Spectrum Advisors, Inc.143,861
6.4% of portfolio›$9.1M
Waller Financial Planning Group, Inc141,256
1.8% of portfolio›$8.9M
Chicago Partners Investment Group LLC139,531
0.2% of portfolio›$8.8M
Inspire Trust Co, N.A.138,921
1.1% of portfolio›$8.8M
Consolidated Capital Management, LLC123,911
2.1% of portfolio›$7.8M
Jacksonville Wealth Management, LLC121,273
4.0% of portfolio›$7.6M
Flagship Harbor Advisors, LLC119,170
0.3% of portfolio›$7.5M
Louisiana State Employees Retirement System118,800
0.1% of portfolio›$7.5M
Evergreen Capital Management LLC117,044
0.1% of portfolio›$7.4M
Resonant Capital Advisors, LLC114,516
0.3% of portfolio›$7.2M
Bill Few Associates, Inc.110,717
1.4% of portfolio›$7.0M
AlphaCore Capital LLC110,110
0.1% of portfolio›$6.9M
Verus Capital Partners, LLC108,093
0.4% of portfolio›$6.8M
Modera Wealth Management, LLC107,891
0.1% of portfolio›$6.8M
Independent Financial Group, LLC107,514
0.1% of portfolio›$6.8M
Pinkerton Wealth, LLC106,908
1.1% of portfolio›$6.7M
Pecaut & Co.106,078
1.9% of portfolio›$6.7M
True Freedom Investing, LLC101,128
1.0% of portfolio›$6.4M
First Premier Bank98,070
0.0% of portfolio›$6.2K
Robinswood Financial LLC91,693
1.8% of portfolio›$5.8M
Wealth Advisory Solutions, LLC91,513
1.2% of portfolio›$5.8M
Register Financial Advisors LLC90,941
1.8% of portfolio›$5.7M
Concurrent Investment Advisors, LLC88,921
0.0% of portfolio›$5.6M
Foronjy Financial LLC88,692
2.0% of portfolio›$5.6M
National Wealth Management Group, LLC88,475
1.6% of portfolio›$5.6M
Truefg, LLC86,296
1.3% of portfolio›$5.4M
Truist Financial Corp84,162
0.0% of portfolio›$5.3M
Signal Advisors Wealth, LLC83,963
0.2% of portfolio›$5.3M
Tradewinds Capital Management, LLC83,851
0.9% of portfolio›$5.3M
Stewardship Advisors, LLC83,404
1.1% of portfolio›$5.3M
Sumitomo Mitsui Trust Group, Inc.78,600
0.0% of portfolio›$5.0M
Jacobi Capital Management LLC76,339
0.2% of portfolio›$4.8M
Apollon Wealth Management, LLC75,385
0.1% of portfolio›$4.8M
Tilia Fiduciary Partners, Inc.74,502
2.2% of portfolio›$4.7M
Lynx Investment Advisory72,271
1.5% of portfolio›$4.6M
Capital Investment Advisory Services, LLC72,192
0.3% of portfolio›$4.6M
Pachira Investments Inc.71,981
1.5% of portfolio›$4.5M
Compass Wealth Management LLC71,860
0.9% of portfolio›$4.5M
Landmark Wealth Management, Inc.71,080
1.5% of portfolio›$4.5M
Benchmark Financial, LLC70,857
3.4% of portfolio›$4.5M
Intrua Financial, LLC70,485
0.4% of portfolio›$4.4M
Bank of New York Mellon Corp65,463
0.0% of portfolio›$4.1M
Post Resch Tallon Group Inc.64,204
2.8% of portfolio›$4.0M
Aspetuck Financial Management LLC63,516
2.6% of portfolio›$4.0M
Blueprint Investment Partners LLC62,376
0.3% of portfolio›$3.9M
Syntegra Private Wealth Group, LLC62,051
0.3% of portfolio›$3.9M
Financial Solutions Advisory Group, Inc.61,639
0.5% of portfolio›$3.9M
Simplicity Wealth,LLC61,447
0.1% of portfolio›$3.9M
Chemung Canal Trust Co60,994
0.7% of portfolio›$3.8M
Moneco Advisors, LLC60,949
0.2% of portfolio›$3.8M
G&S Capital LLC60,332
1.1% of portfolio›$3.8M
United Asset Strategies, Inc.59,666
0.3% of portfolio›$3.8M
Power Wealth Management LLC58,282
1.2% of portfolio›$3.7M
Atria Investments, Inc56,911
0.0% of portfolio›$3.6M
Nadler Financial Group, Inc.55,642
0.3% of portfolio›$3.5M
IFP Advisors, Inc55,353
0.1% of portfolio›$3.5M
Kagan Cocozza Asset Management55,206
2.2% of portfolio›$3.5M
Breakwater Capital Group54,838
0.4% of portfolio›$3.5M
Kestra Advisory Services, LLC54,267
0.0% of portfolio›$3.4M
Crestwood Advisors Group, LLC53,999
0.1% of portfolio›$3.4M
Stevens Capital Partners53,893
0.6% of portfolio›$3.4M
Walkner Condon Financial Advisors LLC53,550
0.4% of portfolio›$3.4M
NovaPoint Capital, LLC53,262
0.7% of portfolio›$3.4M
Wealthcare Capital Partners, LLC53,208
1.4% of portfolio›$3.4M
Naples Global Advisors, LLC52,343
0.2% of portfolio›$3.3M
Tandem Investment Partners LLC52,200
2.5% of portfolio›$3.3M
Aspire Private Capital, LLC51,532
0.7% of portfolio›$3.2M
ARQ Wealth Advisors, LLC50,897
0.4% of portfolio›$3.2M
AdvisorNet Financial, Inc50,473
0.1% of portfolio›$3.2M
Retirement Planning Group, LLC49,633
0.1% of portfolio›$3.1M
Shum Financial Group, Inc.47,797
1.7% of portfolio›$3.0M
Hibernia Wealth Partners, LLC47,697
1.6% of portfolio›$3.0M
Destiny Capital Corp47,411
1.4% of portfolio›$3.0M
Semitam Bonam LLC47,339
2.1% of portfolio›$3.0M
Range Financial Group LLC46,556
0.8% of portfolio›$2.9M
Carroll Advisory Group, LLC45,996
0.9% of portfolio›$2.9M
Golden State Wealth Management, LLC45,225
0.3% of portfolio›$2.9M
Sterling Investment Advisors, Ltd.43,677
0.5% of portfolio›$2.8M
Kohmann Bosshard Financial Services, LLC43,180
0.2% of portfolio›$2.7M
Cyndeo Wealth Partners, LLC41,723
0.1% of portfolio›$2.6M
Sima Wealth Partners, LLC41,481
1.8% of portfolio›$2.6M
Towercrest Capital Management41,290
0.4% of portfolio›$2.6M
21 West Wealth Management LLC40,841
2.2% of portfolio›$2.6M
MMA Asset Management LLC40,751
0.8% of portfolio›$2.6M
Financial Enhancement Group LLC38,979
0.3% of portfolio›$2.5M
Moisand Fitzgerald Tamayo, LLC38,669
0.2% of portfolio›$2.4M
Kingswood Wealth Advisors, LLC37,984
0.1% of portfolio›$2.4M
S.A. Mason LLC37,833
0.7% of portfolio›$2.4M
Wealthcare Capital Management LLC37,319
0.3% of portfolio›$2.4M
Crescent Grove Advisors, LLC36,132
0.2% of portfolio›$2.3M
Rainier Family Wealth Inc36,065
1.2% of portfolio›$2.3M
J.W. Cole Advisors, Inc.35,801
0.0% of portfolio›$2.3M
Vise Technologies, Inc.35,656
0.0% of portfolio›$2.2M
Saxony Capital Management, LLC35,007
0.9% of portfolio›$2.2M
Hanseatic Management Services Inc34,419
1.8% of portfolio›$2.2M
Orange Investment Advisors, Inc.33,878
0.3% of portfolio›$2.1M
Meridian Financial Advisors, LLC33,471
1.0% of portfolio›$2.1M
Kestra Private Wealth Services, LLC32,920
0.0% of portfolio›$2.1M
Fifth Third Wealth Advisors LLC32,533
0.1% of portfolio›$2.1M
Midwest Financial Network, LLC32,111
1.4% of portfolio›$2.0M
Raleigh Capital Management Inc.32,101
0.6% of portfolio›$2.0M
Blueprint Financial Advisors LLC31,992
0.2% of portfolio›$2.0M
Alliance Wealth Management Group31,638
0.4% of portfolio›$2.0M
Inman Jager Wealth Management, LLC31,013
1.0% of portfolio›$2.0M
Rossby Financial, LCC30,061
0.3% of portfolio›$1.9M
Breachway Investments LLC30,032
2.9% of portfolio›$1.9M
Wealth Enhancement Trust Services, Inc.29,828
0.2% of portfolio›$1.9M
Symphony Financial, Ltd. Co.29,268
0.2% of portfolio›$1.9M
Downshift Financial, LLC28,926
0.8% of portfolio›$1.8M
Key FInancial Inc28,772
0.3% of portfolio›$1.8M
Virtue Capital Management, LLC28,377
0.2% of portfolio›$1.8M
TKG Advisors, LLC27,080
0.6% of portfolio›$1.7M
Summit Investment Advisory Services, LLC26,933
0.4% of portfolio›$1.7M
Navigation Group, LLC26,860
0.3% of portfolio›$1.7M
Tennessee Valley Asset Management Partners26,035
0.2% of portfolio›$1.6M
Delta Wealth Advisors LLC25,553
1.1% of portfolio›$1.6M
Keystone Wealth Services, LLC24,831
0.3% of portfolio›$1.6M
CoreCap Advisors, LLC24,507
0.0% of portfolio›$1.5M
Larson Financial Group LLC23,916
0.0% of portfolio›$1.5M
CFS Investment Advisory Services, LLC23,808
0.1% of portfolio›$1.5M
Apella Capital, LLC22,871
0.0% of portfolio›$1.5M
Citizens Financial Group Inc22,736
0.0% of portfolio›$1.4M
Curbstone Financial Management Corp22,600
0.2% of portfolio›$1.4M
Independent Wealth Network Inc.22,350
0.4% of portfolio›$1.4M
Worth Asset Management, LLC22,329
0.4% of portfolio›$1.4M
Apollon Financial, LLC22,309
0.2% of portfolio›$1.4M
BCS Wealth Management22,236
0.2% of portfolio›$1.4M
Wedmont Private Capital22,215
0.0% of portfolio›$1.4M
MBM Wealth Consultants, LLC21,911
0.3% of portfolio›$1.4M
Fingerlakes Wealth Management, Inc.21,900
0.7% of portfolio›$1.4M
Balefire, LLC21,792
0.2% of portfolio›$1.4M
Legacy Wealth Partners, LLC20,620
0.3% of portfolio›$1.3M
Armbruster Capital Management, Inc.20,262
0.2% of portfolio›$1.3M
Orba Wealth Advisors, L.L.C.19,689
1.1% of portfolio›$1.2M
River Street Advisors LLC19,447
0.4% of portfolio›$1.2M
High Probability Advisors, LLC19,418
0.1% of portfolio›$1.2M
Northwest Wealth Advisors, LLC19,396
0.6% of portfolio›$1.2M
Butensky & Cohen Financial Security, Inc19,326
0.3% of portfolio›$1.2M
Asset One Wealth Management LLC19,087
0.1% of portfolio›$1.2M
Fell Capital Management19,065
1.0% of portfolio›$1.2M
Trinity Wealth Management, LLC18,872
0.4% of portfolio›$1.2M
Global Financial Private Client, LLC18,095
0.3% of portfolio›$1.1M
Benchmark Financial Wealth Advisors, LLC17,264
0.3% of portfolio›$1.1M
Capital Management Associates, Inc17,235
0.2% of portfolio›$1.1M
SFG Wealth Management, Llc.17,124
0.4% of portfolio›$1.1M
Richardson Financial Services Inc.16,923
0.6% of portfolio›$1.1M
Private Trust Co NA16,828
0.1% of portfolio›$1.1M
Sterling Investment Counsel, LLC16,750
0.2% of portfolio›$1.1M
Advisor Resource Council16,743
0.4% of portfolio›$1.1M
Sharkey, Howes & Javer16,729
0.1% of portfolio›$1.1M
WealthPlan Investment Management, LLC16,448
0.1% of portfolio›$1.0M
Valpey Financial Services, LLC16,419
0.6% of portfolio›$1.0M
Retirement Planning Co of New England, Inc.16,332
0.4% of portfolio›$1.0M
Grey Ledge Advisors, LLC16,149
0.2% of portfolio›$1.0M
Duncker Streett & Co Inc16,143
0.2% of portfolio›$1.0M
Quadcap Wealth Management, LLC16,054
0.1% of portfolio›$1.0M
Orin Green Financial, LLC15,953
0.4% of portfolio›$1.0M
Trilogy Capital Inc.15,855
0.0% of portfolio›$999.5K
Flagship Private Wealth, LLC15,819
0.4% of portfolio›$997.2K
BlueChip Wealth Advisors LLC15,319
0.3% of portfolio›$965.7K
Balance Wealth Partners LLC14,652
0.2% of portfolio›$923.7K
Krilogy Financial LLC14,581
0.0% of portfolio›$934.4K
Courier Capital LLC14,550
0.0% of portfolio›$917.2K
Financial Management Network Inc14,507
0.1% of portfolio›$932.8K
BIP Wealth, LLC14,424
0.0% of portfolio›$909.3K
Diversify Wealth Management, LLC14,362
0.0% of portfolio›$918.9K
Diversify Advisory Services, LLC14,362
0.0% of portfolio›$918.9K
Worth Financial Advisory Group, LLC14,049
0.4% of portfolio›$885.6K
KPP Advisory Services LLC13,731
0.1% of portfolio›$865.6K
Elevation Point Wealth Partners, LLC13,539
0.0% of portfolio›$862.0K
Fusion Family Wealth, LLC13,539
0.1% of portfolio›$853.5K
HUB Investment Partners, LLC13,100
0.0% of portfolio›$825.8K
PFG Advisors13,035
0.0% of portfolio›$821.7K
VCI Wealth Management LLC12,842
0.2% of portfolio›$809.6K
Cliftonlarsonallen Wealth Advisors, LLC12,490
0.0% of portfolio›$787.4K
Parsons Capital Management Inc12,384
0.0% of portfolio›$780.7K
Sage Mountain Advisors LLC12,313
0.0% of portfolio›$776.2K
ERn Financial, LLC12,217
0.1% of portfolio›$770.1K
Colton Groome Financial Advisors, LLC12,212
0.2% of portfolio›$769.8K
Watershed Private Wealth LLC12,168
0.2% of portfolio›$767.1K
Creative Financial Designs Inc12,136
0.0% of portfolio›$765.1K
Spartan Planning & Wealth Management12,116
0.5% of portfolio›$763.8K
Fortitude Family Office, LLC11,967
0.1% of portfolio›$754.4K
Garrett Wealth Advisory Group, LLC11,824
0.1% of portfolio›$745.4K
Lockerman Financial Group, Inc.11,581
1.0% of portfolio›$730.1K
Ethic Inc.11,491
0.0% of portfolio›$724.4K
Taylor & Morgan Wealth Management, LLC11,401
0.3% of portfolio›$718.7K
Investment Planning Advisors, Inc.11,318
0.2% of portfolio›$713.5K
International Private Wealth Advisors LLC11,165
0.3% of portfolio›$703.8K
Fiduciary Alliance LLC11,109
0.1% of portfolio›$700.3K
Ascent Group, LLC11,028
0.0% of portfolio›$695.2K
Trek Financial, LLC10,708
0.0% of portfolio›$675.0K
Davenport & Co LLC10,625
0.0% of portfolio›$669.8K
71 West Capital Partners10,404
0.0% of portfolio›$655.9K
Mystic Asset Management, Inc.10,330
0.1% of portfolio›$651.2K
Simon Quick Advisors, LLC10,190
0.0% of portfolio›$642.4K
Revolve Wealth Partners, LLC10,165
0.1% of portfolio›$640.8K
Smart Wealth LLC10,077
0.1% of portfolio›$635.3K
Westco Advisory Services Inc9,847
0.4% of portfolio›$620.8K
Gilpin Wealth Management, LLC9,666
0.4% of portfolio›$609.3K
Paladin Wealth, LLC9,558
0.3% of portfolio›$602.5K
Goldstein Advisors, LLC9,469
0.1% of portfolio›$596.9K
Arkansas Financial Group, Inc.9,406
0.1% of portfolio›$593.0K
Spinnaker Investment Group, LLC8,808
0.1% of portfolio›$555.3K
Americana Partners, LLC8,631
0.0% of portfolio›$544.1K
Claro Advisors Inc.8,417
0.1% of portfolio›$530.6K
McKinley Carter Wealth Services, Inc.8,414
0.0% of portfolio›$530.4K
Outlook Wealth Advisors, LLC8,209
0.1% of portfolio›$517.5K
Red Mountain Financial, LLC8,183
0.4% of portfolio›$515.9K
Leslie Global Wealth, LLC8,109
0.2% of portfolio›$511.2K
Opulen Financial Group LLC8,079
0.3% of portfolio›$509.3K
Narus Financial Partners, LLC7,897
0.1% of portfolio›$497.8K
October Effect Ltd7,885
0.5% of portfolio›$497.1K
Harbor Investment Advisory, LLC7,659
0.0% of portfolio›$482.8K
Aegis Wealth Management, Inc.7,649
0.3% of portfolio›$482.2K
Integrity Wealth Partners, LLC7,618
0.4% of portfolio›$480.3K
WealthPoint Financial, LLC7,582
0.3% of portfolio›$478.0K
VestGen Advisors, LLC7,473
0.0% of portfolio›$471.1K
US Bancorp \de\7,456
0.0% of portfolio›$470.0K
Hidden Cove Wealth Management, LLC7,388
0.2% of portfolio›$465.7K
Sanchez Gaunt Capital Management, LLC7,172
0.3% of portfolio›$452.1K
Ironwood Wealth Management, Llc.7,169
0.1% of portfolio›$452.0K
Valtinson Bruner Financial Planning LLC6,981
0.1% of portfolio›$440.1K
Axxcess Wealth Management, LLC6,981
0.0% of portfolio›$440.1K
Univest Financial Corp6,949
0.0% of portfolio›$438.1K
Thompson Davis & Co., Inc.6,880
0.3% of portfolio›$433.7K
Washington Trust Co6,831
0.0% of portfolio›$430.6K
Values Added Financial LLC6,696
0.1% of portfolio›$422.1K
Sowell Financial Services LLC6,684
0.0% of portfolio›$421.3K
Harmony Asset Management LLC6,630
0.1% of portfolio›$418.0K
Meridian Wealth Management, LLC6,609
0.0% of portfolio›$416.6K
Piedmont Capital Management, LLC6,432
0.2% of portfolio›$405.5K
Stegent Equity Advisors, Inc.6,427
0.3% of portfolio›$405.2K
Sigma Planning Corp6,413
0.0% of portfolio›$404.3K
Titleist Asset Management, LLC6,361
0.0% of portfolio›$401.0K
Nations Financial Group Inc,6,336
0.0% of portfolio›$399.4K
Shoker Investment Counsel, Inc.6,298
0.1% of portfolio›$397.0K
Cassaday & Co Wealth Management LLC6,196
0.0% of portfolio›$390.6K
Founders Financial Securities LLC6,135
0.0% of portfolio›$386.8K
SFM, LLC d/b/a Sweeney Financial Advisors6,132
0.2% of portfolio›$386.6K
Old Second National Bank of Aurora6,120
0.1% of portfolio›$385.8K
Legacy Financial Strategies, LLC6,113
0.1% of portfolio›$385.4K
Sentinel Pension Advisors, LLC6,097
0.0% of portfolio›$384.4K
Planning Strategies Inc.5,997
0.2% of portfolio›$378.0K
Marion Wealth Management5,944
0.1% of portfolio›$374.7K
Acorn Wealth Advisors, LLC5,864
0.1% of portfolio›$369.7K
SigFig Wealth Management, LLC5,658
0.0% of portfolio›$356.7K
Ashton Thomas Private Wealth, LLC5,571
0.0% of portfolio›$351.2K
SAX Wealth Advisors, LLC5,565
0.0% of portfolio›$350.8K
Landmark Wealth Management, LLC5,549
0.1% of portfolio›$349.8K
Acropolis Investment Management, LLC5,487
0.0% of portfolio›$345.9K
Integris Wealth Management, LLC5,478
0.1% of portfolio›$345.3K
Precedent Wealth Partners, LLC5,440
0.1% of portfolio›$342.9K
Quartz Partners, LLC5,422
0.1% of portfolio›$341.8K
Spectrum Planning & Advisory Services Inc.5,377
0.1% of portfolio›$339.0K
APS Management Group, Inc.5,257
0.2% of portfolio›$331.4K
USAdvisors Wealth Management, LLC5,234
0.0% of portfolio›$329
Signature Estate & Investment Advisors LLC5,220
0.0% of portfolio›$329.1K
Roman Butler Fullerton & Co5,213
0.1% of portfolio›$330.6K
Aureum Wealth Management, LLC5,196
0.2% of portfolio›$327.6K
Capital Advisors, Ltd. LLC5,100
0.0% of portfolio›$322
Grey Fox Wealth Advisors, LLC5,095
0.0% of portfolio›$321.2K
Canvas Wealth Advisors, LLC5,070
0.0% of portfolio›$329.6K
Vested Financial Planning, LLC5,040
0.2% of portfolio›$317.7K
Mattern Wealth Management LLC4,906
0.1% of portfolio›$309.3K
Milestone Asset Management Group, LLC4,826
0.1% of portfolio›$304.2K
Optimist Retirement Group LLC4,823
0.1% of portfolio›$304.1K
Decision Investments, Inc4,810
0.3% of portfolio›$303.2K
Barnes Dennig Private Wealth Management LLC4,802
0.3% of portfolio›$302.7K
Ironwood Financial, llc4,798
0.0% of portfolio›$302.5K
Valeo Financial Advisors, LLC4,712
0.0% of portfolio›$297.1K
Amicus Financial Advisors, LLC4,701
0.1% of portfolio›$296.4K
Diligent Investors, LLC4,681
0.1% of portfolio›$295.1K
SMI Advisory Services, LLC4,636
0.0% of portfolio›$298.2K
Fullerton Advisors, LLC4,583
0.3% of portfolio›$288.9K
Investmark Advisory Group LLC4,534
0.1% of portfolio›$285.8K
Altrius Capital Management Inc4,487
0.1% of portfolio›$282.9K
AMI Investment Management Inc4,479
0.1% of portfolio›$282.4K
Dynamic Financial Group4,310
0.2% of portfolio›$271.7K
Absolute Capital Management, LLC4,259
0.1% of portfolio›$268.5K
Essex Bank4,218
0.1% of portfolio›$265.9K
DWM Financial Group, Inc.4,213
0.2% of portfolio›$265.6K
Eclectic Associates Inc4,191
0.0% of portfolio›$264.2K
Lanark Financial, Inc.4,078
0.0% of portfolio›$257.1K
Norden Group LLC4,072
0.0% of portfolio›$256.7K
True North Advisors, LLC3,992
0.0% of portfolio›$251.7K
Compound Planning, Inc.3,992
0.0% of portfolio›$251.6K
Signaturefd, LLC3,971
0.0% of portfolio›$250.3K
Leo Wealth, LLC3,953
0.1% of portfolio›$249.2K
Capstone Wealth Management Group, LLC3,949
0.1% of portfolio›$225.9K
Latitude Advisors, LLC3,904
0.1% of portfolio›$246.1K
Tranquility Partners, LLC3,903
0.1% of portfolio›$246.0K
Denver PWM, LLC3,853
0.1% of portfolio›$242.9K
Old Port Advisors3,849
0.0% of portfolio›$242.6K
Ritholtz Wealth Management3,847
0.0% of portfolio›$242.5K
Balboa Wealth Partners3,827
0.0% of portfolio›$241.3K
Brighton Jones LLC3,803
0.0% of portfolio›$239.7K
Rockline Wealth Management, LLC3,753
0.0% of portfolio›$236.6K
Brookstone Capital Management3,750
0.0% of portfolio›$236.4K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management3,716
0.0% of portfolio›$234.3K
Certified Advisory Corp3,683
0.0% of portfolio›$232.2K
Vestment Financial LLC3,679
0.1% of portfolio›$231.6K
My Personal CFO, LLC3,627
0.1% of portfolio›$228.6K
Prime Capital Investment Advisors, LLC3,575
0.0% of portfolio›$225.4K
Westside Investment Management, Inc.3,559
0.0% of portfolio›$228.8K
Summit Wealth Group LLC / Co3,557
0.0% of portfolio›$224.3K
Five Oceans Advisors3,557
0.1% of portfolio›$224.3K
Guardian Wealth Advisors, LLC3,545
0.1% of portfolio›$227.4K
MGO One Seven LLC3,532
0.0% of portfolio›$222.7K
Uptown Financial Advisors LLC3,513
0.2% of portfolio›$221.5K
Arlington Trust Co LLC3,499
0.0% of portfolio›$220.6K
American Financial & TAX Strategies Inc3,484
0.1% of portfolio›$219.6K
ETF Store, Inc.3,478
0.2% of portfolio›$219.3K
Montis Financial, LLC3,450
0.0% of portfolio›$217.5K
Advisory Solutions Group, LLC3,443
0.0% of portfolio›$217.0K
Global Assets Advisory, LLC3,440
0.0% of portfolio›$223.1K
Integrity Alliance, Llc.3,402
0.0% of portfolio›$214.5K
YHB Investment Advisors, Inc.3,392
0.0% of portfolio›$213.8K
International Assets Investment Management, LLC3,391
0.0% of portfolio›$215.9K
Kraft, Davis & Associates, LLC3,360
0.0% of portfolio›$213.4K
PKS Advisory Services, LLC3,331
0.0% of portfolio›$225.1K
Hofer & Associates. Inc3,299
0.1% of portfolio›$208.0K
RED Crane Wealth Management, LLC3,299
0.1% of portfolio›$208.0K
Triad Wealth Partners, LLC3,258
0.0% of portfolio›$205.4K
JGP Wealth Management, LLC3,239
0.0% of portfolio›$204.2K
Fairvoy Private Wealth, LLC3,231
0.0% of portfolio›$203.7K
CWA Asset Management Group, LLC3,211
0.0% of portfolio›$202.4K
Matauro, LLC3,199
0.0% of portfolio›$201.7K
Phillips Financial Management, LLC3,195
0.0% of portfolio›$201.4K
One Wealth Capital Management, LLC3,188
0.1% of portfolio›$201.0K
StoneX Group Inc.3,186
0.0% of portfolio›$200.8K
Nfsg Corp3,167
0.0% of portfolio›$199.7K
POM Investment Strategies, LLC2,796
0.1% of portfolio›$176.3K
Gen-Wealth Partners Inc2,699
0.0% of portfolio›$170.1K
Angeles Wealth Management, LLC2,685
0.0% of portfolio›$169.2K
Triumph Capital Management2,601
0.0% of portfolio›$164.0K
Brown, Lisle Ings, Inc.2,577
0.0% of portfolio›$162.5K
Rossmore Private Capital2,319
0.0% of portfolio›$146.2K
Team Financial Group, LLC2,088
0.1% of portfolio›$131.6K
Tompkins Financial Corp2,017
0.0% of portfolio›$127.2K
SYM Financial Corp2,000
0.0% of portfolio›$126.1K
Parallel Advisors, LLC1,996
0.0% of portfolio›$125.8K
Root Financial Partners, LLC1,963
0.0% of portfolio›$123.7K
GGM Financial LLC1,955
0.0% of portfolio›$123.3K
Evolution Wealth Management Inc.1,947
0.1% of portfolio›$122.7K
Hilltop National Bank1,776
0.0% of portfolio›$112.0K
Spire Wealth Management1,513
0.0% of portfolio›$95.4K
MJT & Associates Financial Advisory Group, Inc.1,506
0.1% of portfolio›$94.9K
Pinnacle Bancorp, Inc.1,432
0.0% of portfolio›$90.3K
Harbor Asset Planning, Inc.1,405
0.1% of portfolio›$88.6K
Harel Insurance Investments & Financial Services Ltd.1,352
0.0% of portfolio›$85
1620 Investment Advisors, Inc.1,329
0.1% of portfolio›$83.8K
Decker Retirement Planning Inc.1,228
0.0% of portfolio›$77.4K
SBI Securities Co., Ltd.1,208
0.0% of portfolio›$76.2K
Provenance Wealth Advisors, LLC1,087
0.0% of portfolio›$68.5K
American National Bank & Trust1,059
0.0% of portfolio›$66.8K
JFS Wealth Advisors, LLC1,032
0.0% of portfolio›$65.1K
DecisionPoint Financial, LLC963
0.0% of portfolio›$61.3K
Cape Investment Advisory, Inc.924
0.0% of portfolio›$58.2K
Polaris Financial Partners797
0.0% of portfolio›$51
Trust Co756
0.0% of portfolio›$47.7K
Central Trust Co731
0.0% of portfolio›$46.1K
Gamma Investing LLC706
0.0% of portfolio›$44.5K
Citigroup Inc699
0.0% of portfolio›$44.1K
Silver Grove Financial Group, Inc.683
0.0% of portfolio›$43.1K
CX Institutional656
0.0% of portfolio›$41
Foresight Capital Management Advisors, Inc.613
0.0% of portfolio›$38.6K
Buck Wealth Strategies, LLC577
0.0% of portfolio›$36.4K
StrongBox Wealth, LLC547
0.0% of portfolio›$34.5K
GHP Investment Advisors, Inc.518
0.0% of portfolio›$32.7K
Independence Bank of Kentucky506
0.0% of portfolio›$31.9K
Center for Financial Planning, Inc.481
0.0% of portfolio›$30.3K
Essential Partners LLC428
0.0% of portfolio›$27.0K
Mather Group, Llc.426
0.0% of portfolio›$26.9K
Abound Wealth Management364
0.0% of portfolio›$23.0K
Comprehensive Financial Planning, Inc.359
0.0% of portfolio›$22.7K
Covestor Ltd346
0.0% of portfolio›$22
Mainstream Capital Management LLC333
0.0% of portfolio›$21.0K
Archer Investment Corp324
0.0% of portfolio›$20.5K
Financial Consulate, Inc319
0.0% of portfolio›$20.1K
Cranbrook Wealth Management, LLC317
0.0% of portfolio›$20.0K
Bradley & Co. Private Wealth Management, LLC306
0.0% of portfolio›$19.3K
First Bancorp, Inc301
0.0% of portfolio›$19.0K
Main Street Group, LTD268
0.0% of portfolio›$16.9K
Ascentis Independent Advisors268
0.0% of portfolio›$16.9K
Clark Wealth Partners267
0.0% of portfolio›$16.8K
Pinnacle Wealth Planning Services, Inc.250
0.0% of portfolio›$15.8K
EverSource Wealth Advisors, LLC246
0.0% of portfolio›$15.5K
Key Capital Management, Inc238
0.0% of portfolio›$15.0K
Hurley Capital, LLC236
0.0% of portfolio›$14.9K
Quest 10 Wealth Builders, Inc.206
0.0% of portfolio›$13.0K
Lodestone Wealth Management LLC205
0.0% of portfolio›$12.9K
Oakworth Capital, Inc.199
0.0% of portfolio›$12.5K
Beacon Financial Strategies Corp193
0.0% of portfolio›$12.2K
Farmers & Merchants Trust Co of Chambersburg PA190
0.0% of portfolio›$12
Carolina Wealth Advisors, LLC169
0.0% of portfolio›$10.7K
Highline Wealth Partners LLC158
0.0% of portfolio›$10.0K
Blueline Advisors LLC153
0.0% of portfolio›$9.6K
New England Capital Financial Advisors LLC149
0.0% of portfolio›$9.4K
DeDora Capital, Inc.139
0.0% of portfolio›$8.8K
Transce3nd, LLC135
0.0% of portfolio›$8.7K
Next Level Wealth Planning, LLC129
0.0% of portfolio›$8.1K
Bfsg, LLC125
0.0% of portfolio›$7.9K
Heritage Family Offices, LLP121
0.0% of portfolio›$7.6K
Reap Financial Group, LLC103
0.0% of portfolio›$6.5K
Loring Wolcott & Coolidge Fiduciary Advisors LLP90
0.0% of portfolio›$5.7K
Asset Dedication, LLC88
0.0% of portfolio›$5.5K
Bullock Wealth Management Group87
0.0% of portfolio›$5.6K
IMG Wealth Management, Inc.73
0.0% of portfolio›$4.6K
Pacifica Partners Inc.71
0.0% of portfolio›$4.6K
Frankly Finances, LLC68
0.0% of portfolio›$4.3K
Navigoe, LLC66
0.0% of portfolio›$4
Maryland Capital Advisors Inc.55
0.0% of portfolio›$3.5K
Blue Trust, Inc.51
0.0% of portfolio›$3.2K
Avion Wealth50
0.0% of portfolio›$3
Fiduciary Advisors, Inc.45
0.0% of portfolio›$2.9K
Signature Equity Partners, LLC39
0.0% of portfolio›$2.5K
Robbins Farley37
0.0% of portfolio›$2.3K
Breakwater Investment Management32
0.0% of portfolio›$2.0K
Realta Investment Advisors18
0.0% of portfolio›$1.1K
Kingdom Financial Group Llc.15
0.0% of portfolio›$946
Networth Advisors, LLC14
0.0% of portfolio›$883
Community Financial Services Group, LLC7
0.0% of portfolio›$446
RHL Group, LLC2
0.0% of portfolio›$126
StyleTurnoverLocationFiled
Creative Planning
105,352,214$6.6B3.7%IndexVery LowOverland Park, KS2026-11-02
Facet Wealth, Inc.
3,060,467$192.9M2.4%IndexVery LowWest Palm Beach, FL2026-11-04
First Command Advisory Services, Inc.
2,349,499$148.1M0.8%IndexLowFort Worth, TX2026-11-05
Wealthcare Advisory Partners LLC
1,317,310$83.0M1.4%ETFLowWest Chester, PA2026-10-21
Cornerstone Wealth Management, LLC
1,098,678$69.3M2.9%ETFVery LowSt. Peters, MO2026-11-04
Greenleaf Trust
1,042,848$65.7M0.7%CoreLowKalamazoo, MI2026-10-29
Auto-Owners Insurance Co
1,040,000$65.6M2.0%ETFVery LowLansing, MI2026-10-15
Farther Finance Advisors, LLC
947,740$59.7M0.4%IndexLowSan Francisco, CA2026-10-08
Oarsman Capital, Inc.
896,063$56.5M5.7%ETFLowMilwaukee, WI2026-11-05
Vicus Capital
874,058$55.1M3.5%ETFMediumState College, PA2026-11-05
Jnba Financial Advisors
832,452$52.5M4.0%ETFMediumBloomington, MN2026-11-03
1900 Wealth Management LLC
829,178$52.3M2.8%ETFLowSan Antonio, TX2026-10-13
Bokf, NA
827,539$52.2M0.8%CoreLowTulsa, OK2026-10-27
RKL Wealth Management LLC
810,331$51.1M4.0%ETFVery LowLancaster, PA2026-10-16
AlphaStar Capital Management, LLC
791,370$49.9M3.0%ETFMediumCornelius, NC2026-10-16
Peterson Wealth Advisors, LLC
778,920$49.1M5.7%ETFLowOrem, UT2026-10-08
Thrivent Financial for Lutherans
720,553$45.4K0.0%GARPMediumMinneapolis, MN2026-11-05
Wealth Enhancement Advisory Services, LLC
655,531$31.7M0.0%CoreLowPlymouth, MN2026-10-13
Atlas Private Wealth Advisors
567,873$35.8M7.7%ETFLowRed Bank, NJ2026-10-23
Gerber Kawasaki Wealth & Investment Management
561,937$35.4M0.9%ETFLowSanta Monica, CA2026-10-29
TSG Advice Partners, LLC
541,217$36.6M4.8%ETFN/AColumbus, OH2026-10-29
Cahaba Wealth Management, Inc.
470,389$29.7M1.8%ETFVery LowAtlanta, GA2026-10-26
Assetmark, Inc
455,943$28.7M0.0%ETFLowConcord, CA2026-10-21
Evermay Wealth Management LLC
404,656$25.5M2.6%ETFLowArlington, VA2026-11-05
Integrity Advisory Solutions, LLC
402,178$25.4M2.7%ETFMediumDallas, TX2026-10-29
First National Trust Co
397,151$25.0M0.9%GrowthLowJohnstown, PA2026-10-28
International City Management Association Retirement Corp
379,104$23.9M5.4%ETFN/AWashington, DC2026-10-26
Marathon Strategic Advisors, LLC
367,746$23.2M13.6%ETFVery LowPittsburgh, PA2026-10-20
Reston Wealth Management LLC
338,331$21.3M5.8%ETFLowReston, VA2026-10-29
RFG Advisory, LLC
324,714$20.5M0.3%ETFMediumBirmingham, AL2026-11-03
Shepherd Financial Partners LLC
324,630$20.5M1.6%ETFLowWinchester, MA2026-11-03
New Perspectives, Inc
318,874$20.1M6.1%ETFVery LowTougaloo, MS2026-10-14
Avior Wealth Management, LLC
295,747$18.6M0.5%ETFMediumOmaha, NE2026-10-13
Commonwealth Equity Services, LLC
294,642$18.6M0.0%ETFLowWaltham, MA2026-11-02
James T. Borello RIA
285,264$18.0M3.7%ETFVery LowEast Dundee, IL2026-10-16
Fifth Third Bancorp
275,140$17.3M0.0%IndexVery LowCincinnati, OH2026-11-05
Montz Harcus Wealth Management LLC
261,586$16.5M5.8%ETFVery LowNew Orleans, LA2026-10-09
Bensler, LLC
260,183$16.4M1.5%MomentumMediumBellevue, WA2026-11-05
Lido Advisors, LLC
258,953$16.3M0.0%GrowthLowLos Angeles, CA2026-11-04
Venture Visionary Partners LLC
257,445$16.2M0.4%CoreLowSylvania, OH2026-10-07
Higgins & Schmidt Wealth Strategies LLC
229,146$14.4M5.9%ETFLowDenver, CO2026-10-26
Park Avenue Securities LLC
226,660$14.3K0.0%ETFMediumNew York, NY2026-10-26
WBH Advisory Inc
208,804$13.2M0.9%ETFLowBaltimore, MD2026-11-05
Gradient Investments LLC
195,020$12.3M0.2%CoreMediumArden Hills, MN2026-10-08
Cambridge Investment Research Advisors, Inc.
193,964$12.2K0.0%ETFLowFairfield, IA2026-11-02
FF Advisors,LLC
191,545$12.1M4.4%ETFLowManhattan Beach, CA2026-10-21
Nottingham Advisors, Inc.
175,853$11.2M1.4%ETFLowAmherst, NY2026-10-29
XY Planning Network, Inc.
173,467$10.9M1.2%ETFLowBozeman, MT2026-10-14
Warren Street Wealth Advisors, LLC
172,765$10.9M2.1%ETFMediumIrvine, CA2026-11-04
CGN Advisors LLC
168,139$10.6M0.8%ETFLowManhattan, KS2026-10-21
NorthCrest Asset Manangement, LLC
160,155$10.2M0.2%GrowthLowPlymouth, MN2026-10-13
Retiremitten Financial LLC
154,808$9.9M3.9%ETFN/AMilford, MI2026-11-05
Wealth Management Resources, Inc.
153,922$9.7M3.0%ETFVery LowSmithfield, RI2026-10-21
Windsor Capital Management, LLC
153,416$9.7M2.5%ETFVery LowPhoenix, AZ2026-10-13
Private Wealth Group, LLC
149,645$9.4M3.6%ETFLowTampa, FL2026-10-19
Carnegie Investment Counsel
149,538$9.4M0.2%CoreLowPepper Pike, OH2026-10-20
KWB Wealth
148,811$9.4M0.8%ETFMediumRedlands, CA2026-10-16
Avidian Wealth Enterprises, LLC
148,661$9.4M0.3%ETFLowHouston, TX2026-10-08
Spectrum Advisors, Inc.
143,861$9.1M6.4%N/AN/APlano, TX2026-11-03
Waller Financial Planning Group, Inc
141,256$8.9M1.8%ETFMediumColumbus, OH2026-10-07
Chicago Partners Investment Group LLC
139,531$8.8M0.2%GARPLowChicago, IL2026-10-27
Inspire Trust Co, N.A.
138,921$8.8M1.1%ValueLowReno, NV2026-11-05
Consolidated Capital Management, LLC
123,911$7.8M2.1%GrowthHighBurbank, CA2026-10-13
Jacksonville Wealth Management, LLC
121,273$7.6M4.0%ETFVery LowJacksonville, FL2026-10-30
Flagship Harbor Advisors, LLC
119,170$7.5M0.3%ETFMediumBoston, MA2026-10-26
Louisiana State Employees Retirement System
118,800$7.5M0.1%IndexLowBaton Rouge, LA2026-10-20
Evergreen Capital Management LLC
117,044$7.4M0.1%GARPMediumBellevue, WA2026-10-23
Resonant Capital Advisors, LLC
114,516$7.2M0.3%ETFLowMadison, WI2026-10-15
Bill Few Associates, Inc.
110,717$7.0M1.4%CoreVery LowSewickley, PA2026-10-09
AlphaCore Capital LLC
110,110$6.9M0.1%ETFLowLa Jolla, CA2026-11-04
Verus Capital Partners, LLC
108,093$6.8M0.4%GrowthLowScottsdale, AZ2026-11-03
Modera Wealth Management, LLC
107,891$6.8M0.1%ETFVery LowWestwood, NJ2026-10-28
Independent Financial Group, LLC
107,514$6.8M0.1%GrowthLowSan Diego, CA2026-10-13
Pinkerton Wealth, LLC
106,908$6.7M1.1%CoreHighCoeur D Alene, ID2026-10-29
Pecaut & Co.
106,078$6.7M1.9%ETFLowSioux City, IA2026-10-27
True Freedom Investing, LLC
101,128$6.4M1.0%CoreHighCoeur D'Alene, ID2026-10-29
First Premier Bank
98,070$6.2K0.0%CoreVery LowSioux Falls, SD2026-10-13
Robinswood Financial LLC
91,693$5.8M1.8%ETFVery LowKirkland, WA2026-10-20
Wealth Advisory Solutions, LLC
91,513$5.8M1.2%ETFLowZionsville, IN2026-10-20
Register Financial Advisors LLC
90,941$5.7M1.8%GARPLowAtlanta, GA2026-10-23
Concurrent Investment Advisors, LLC
88,921$5.6M0.0%GrowthMediumTampa, FL2026-10-16
Foronjy Financial LLC
88,692$5.6M2.0%ETFLowLos Osos, CA2026-10-14
National Wealth Management Group, LLC
88,475$5.6M1.6%ETFMediumCincinnati, OH2026-10-26
Truefg, LLC
86,296$5.4M1.3%ETFVery LowCedar Park, TX2026-10-15
Truist Financial Corp
84,162$5.3M0.0%CoreLowCharlotte, NC2026-10-30
Signal Advisors Wealth, LLC
83,963$5.3M0.2%ETFLowDetroit, MI2026-10-13
Tradewinds Capital Management, LLC
83,851$5.3M0.9%ETFVery HighBellingham, WA2026-10-23
Stewardship Advisors, LLC
83,404$5.3M1.1%ETFMediumMount Joy, PA2026-10-20
Sumitomo Mitsui Trust Group, Inc.
78,600$5.0M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Jacobi Capital Management LLC
76,339$4.8M0.2%CoreLowPittston, PA2026-11-05
Apollon Wealth Management, LLC
75,385$4.8M0.1%GrowthLowMount Pleasant, SC2026-10-23
Tilia Fiduciary Partners, Inc.
74,502$4.7M2.2%CoreLowWilmington, NC2026-10-09
Lynx Investment Advisory
72,271$4.6M1.5%ETFLowWashington, Dc, DC2026-10-27
Capital Investment Advisory Services, LLC
72,192$4.6M0.3%CoreMediumRaleigh, NC2026-10-30
Pachira Investments Inc.
71,981$4.5M1.5%ETFLowDana Point, CA2026-10-14
Compass Wealth Management LLC
71,860$4.5M0.9%GARPLowGuilford, CT2026-10-22
Landmark Wealth Management, Inc.
71,080$4.5M1.5%ETFLowNormal, IL2026-11-04
Benchmark Financial, LLC
70,857$4.5M3.4%ETFVery LowWilmington, DE2026-10-16
Intrua Financial, LLC
70,485$4.4M0.4%ETFMediumHouston, TX2026-10-28
Bank of New York Mellon Corp
65,463$4.1M0.0%CoreLowNew York, NY2026-11-05
Post Resch Tallon Group Inc.
64,204$4.0M2.8%ETFLowPittsford, NY2026-10-09
Aspetuck Financial Management LLC
63,516$4.0M2.6%GrowthVery LowWestport, CT2026-11-04
Blueprint Investment Partners LLC
62,376$3.9M0.3%ETFMediumGreensboro, NC2026-10-28
Syntegra Private Wealth Group, LLC
62,051$3.9M0.3%ETFLowChesterfield, MO2026-10-13
Financial Solutions Advisory Group, Inc.
61,639$3.9M0.5%ETFMediumChicago, IL2026-10-28
Simplicity Wealth,LLC
61,447$3.9M0.1%ETFLowSummit, NJ2026-10-23
Chemung Canal Trust Co
60,994$3.8M0.7%CoreLowElmira, NY2026-11-04
Moneco Advisors, LLC
60,949$3.8M0.2%ETFLowFairfield, CT2026-11-05
G&S Capital LLC
60,332$3.8M1.1%CoreMediumDenver, CO2026-10-23
United Asset Strategies, Inc.
59,666$3.8M0.3%GrowthLowGarden City, NY2026-10-28
Power Wealth Management LLC
58,282$3.7M1.2%ETFLowAlpharetta, GA2026-10-27
Atria Investments, Inc
56,911$3.6M0.0%CoreMediumCharlotte, NC2026-10-15
Nadler Financial Group, Inc.
55,642$3.5M0.3%ETFVery LowDeerfield, IL2026-10-23
IFP Advisors, Inc
55,353$3.5M0.1%GrowthLowTampa, FL2026-10-16
Kagan Cocozza Asset Management
55,206$3.5M2.2%ETFVery LowMickleton, NJ2026-10-19
Breakwater Capital Group
54,838$3.5M0.4%ETFLowParamus, NJ2026-10-09
Kestra Advisory Services, LLC
54,267$3.4M0.0%CoreLowAustin, TX2026-11-02
Crestwood Advisors Group, LLC
53,999$3.4M0.1%GrowthLowBoston, MA2026-10-27
Stevens Capital Partners
53,893$3.4M0.6%ETFVery LowOmaha, NE2026-10-29
Walkner Condon Financial Advisors LLC
53,550$3.4M0.4%ETFLowVerona, WI2026-11-02
NovaPoint Capital, LLC
53,262$3.4M0.7%CoreLowAtlanta, GA2026-10-22
Wealthcare Capital Partners, LLC
53,208$3.4M1.4%ETFLowWest Chester, PA2026-10-21
Naples Global Advisors, LLC
52,343$3.3M0.2%CoreVery LowNaples, FL2026-11-05
Tandem Investment Partners LLC
52,200$3.3M2.5%ETFLowBordentown, NJ2026-10-16
Aspire Private Capital, LLC
51,532$3.2M0.7%ETFMediumCornelius, NC2026-11-05
ARQ Wealth Advisors, LLC
50,897$3.2M0.4%ETFLowScottsdale, AZ2026-10-29
AdvisorNet Financial, Inc
50,473$3.2M0.1%ETFLowMinnetonka, MN2026-10-15
Retirement Planning Group, LLC
49,633$3.1M0.1%ETFVery LowLeawood, KS2026-10-19
Shum Financial Group, Inc.
47,797$3.0M1.7%GrowthVery LowAlameda, CA2026-10-13
Hibernia Wealth Partners, LLC
47,697$3.0M1.6%ETFVery LowBaton Rouge, LA2026-10-29
Destiny Capital Corp
47,411$3.0M1.4%ETFVery LowDenver, CO2026-11-03
Semitam Bonam LLC
47,339$3.0M2.1%ETFVery LowGoshen, NY2026-10-27
Range Financial Group LLC
46,556$2.9M0.8%GARPMediumTigard, OR2026-10-21
Carroll Advisory Group, LLC
45,996$2.9M0.9%ETFVery LowTexarkana, TX2026-10-16
Golden State Wealth Management, LLC
45,225$2.9M0.3%ETFMediumSanta Ana, CA2026-11-02
Sterling Investment Advisors, Ltd.
43,677$2.8M0.5%GrowthLowBerwyn, PA2026-10-27
Kohmann Bosshard Financial Services, LLC
43,180$2.7M0.2%ETFLowFairlawn, OH2026-11-04
Cyndeo Wealth Partners, LLC
41,723$2.6M0.1%CoreMediumSt. Petersburg, FL2026-10-16
Sima Wealth Partners, LLC
41,481$2.6M1.8%ETFVery LowRichmond, VA2026-10-19
Towercrest Capital Management
41,290$2.6M0.4%ETFVery LowNewtown, PA2026-10-23
21 West Wealth Management LLC
40,841$2.6M2.2%ETFLowTustin, CA2026-10-13
MMA Asset Management LLC
40,751$2.6M0.8%ETFMediumNew York, NY2026-11-02
Financial Enhancement Group LLC
38,979$2.5M0.3%ETFMediumAnderson, IN2026-10-08
Moisand Fitzgerald Tamayo, LLC
38,669$2.4M0.2%ETFVery LowOrlando, FL2026-10-15
Kingswood Wealth Advisors, LLC
37,984$2.4M0.1%GrowthLowSan Diego, CA2026-10-23
S.A. Mason LLC
37,833$2.4M0.7%GrowthVery LowHolland, MI2026-10-13
Wealthcare Capital Management LLC
37,319$2.4M0.3%ETFVery LowRichmond, VA2026-10-21
Crescent Grove Advisors, LLC
36,132$2.3M0.2%ETFLowLake Forest, IL2026-10-21
Rainier Family Wealth Inc
36,065$2.3M1.2%GrowthLowTacoma, WA2026-11-02
J.W. Cole Advisors, Inc.
35,801$2.3M0.0%IndexLowTampa, FL2026-11-05
Vise Technologies, Inc.
35,656$2.2M0.0%IndexLowNew York, NY2026-10-29
Saxony Capital Management, LLC
35,007$2.2M0.9%ETFMediumSt. Louis, MO2026-10-15
Hanseatic Management Services Inc
34,419$2.2M1.8%GrowthHighAlbuquerque, NM2026-10-27
Orange Investment Advisors, Inc.
33,878$2.1M0.3%CoreLowGoshen, NY2026-10-23
Meridian Financial Advisors, LLC
33,471$2.1M1.0%ETFVery LowHolliston, MA2026-10-14
Kestra Private Wealth Services, LLC
32,920$2.1M0.0%GrowthLowAustin, TX2026-10-30
Fifth Third Wealth Advisors LLC
32,533$2.1M0.1%IndexVery LowCincinnati, OH2026-10-22
Midwest Financial Network, LLC
32,111$2.0M1.4%ETFHighTinley Park, IL2026-10-13
Raleigh Capital Management Inc.
32,101$2.0M0.6%CoreMediumCary, NC2026-10-28
Blueprint Financial Advisors LLC
31,992$2.0M0.2%GARPMediumGreensboto, NC2026-10-28
Alliance Wealth Management Group
31,638$2.0M0.4%ETFLowFlemington, NJ2026-10-29
Inman Jager Wealth Management, LLC
31,013$2.0M1.0%ETFVery LowHattiesburg, MS2026-11-05
Rossby Financial, LCC
30,061$1.9M0.3%ETFMediumMelbourne, FL2026-11-05
Breachway Investments LLC
30,032$1.9M2.9%ETFLowCharlestown, RI2026-10-19
Wealth Enhancement Trust Services, Inc.
29,828$1.9M0.2%GrowthMediumSioux Falls, SD2026-10-07
Symphony Financial, Ltd. Co.
29,268$1.9M0.2%GrowthLowHouston, TX2026-10-22
Downshift Financial, LLC
28,926$1.8M0.8%ETFLowBoulder, CO2026-10-13
Key FInancial Inc
28,772$1.8M0.3%ETFLowWest Chester, PA2026-11-02
Virtue Capital Management, LLC
28,377$1.8M0.2%GrowthHighBrentwood, TN2026-10-29
TKG Advisors, LLC
27,080$1.7M0.6%MomentumMediumValparaiso, IN2026-11-02
Summit Investment Advisory Services, LLC
26,933$1.7M0.4%ETFVery LowRoseville, MN2026-11-03
Navigation Group, LLC
26,860$1.7M0.3%ETFVery LowRedwood City, CA2026-10-28
Tennessee Valley Asset Management Partners
26,035$1.6M0.2%ETFLowKnoxville, TN2026-11-03
Delta Wealth Advisors LLC
25,553$1.6M1.1%ETFMediumIndianapolis, IN2026-10-09
Keystone Wealth Services, LLC
24,831$1.6M0.3%ETFHighPalm Desert, CA2026-11-03
CoreCap Advisors, LLC
24,507$1.5M0.0%ETFMediumSouthfield, MI2026-10-08
Larson Financial Group LLC
23,916$1.5M0.0%GrowthLowSt Louis, MO2026-11-05
CFS Investment Advisory Services, LLC
23,808$1.5M0.1%ETFMediumTotowa, NJ2026-10-19
Apella Capital, LLC
22,871$1.5M0.0%ETFVery LowWest Hartford, CT2026-10-08
Citizens Financial Group Inc
22,736$1.4M0.0%GrowthLowProvidence, RI2026-10-23
Curbstone Financial Management Corp
22,600$1.4M0.2%CoreLowManchester, NH2026-10-21
Independent Wealth Network Inc.
22,350$1.4M0.4%ETFMediumUrbandale, IA2026-10-19
Worth Asset Management, LLC
22,329$1.4M0.4%ETFHighDallas, TX2026-10-07
Apollon Financial, LLC
22,309$1.4M0.2%ETFVery LowMount Pleasant, SC2026-10-23
BCS Wealth Management
22,236$1.4M0.2%ETFVery LowJohnson City, TN2026-11-03
Wedmont Private Capital
22,215$1.4M0.0%IndexVery LowWest Chester, PA2026-10-09
MBM Wealth Consultants, LLC
21,911$1.4M0.3%ETFVery LowChesterfield, MO2026-10-20
Fingerlakes Wealth Management, Inc.
21,900$1.4M0.7%ETFVery LowIthaca, NY2026-11-04
Balefire, LLC
21,792$1.4M0.2%ETFMediumDallas, TX2026-10-09
Legacy Wealth Partners, LLC
20,620$1.3M0.3%ETFHighLakewood, CO2026-10-15
Armbruster Capital Management, Inc.
20,262$1.3M0.2%ETFVery LowPittsford, NY2026-10-19
Orba Wealth Advisors, L.L.C.
19,689$1.2M1.1%ETFMediumChicago, IL2026-10-23
River Street Advisors LLC
19,447$1.2M0.4%CoreLowAurora, IL2026-10-22
High Probability Advisors, LLC
19,418$1.2M0.1%ETFVery LowPittsford, NY2026-10-19
Northwest Wealth Advisors, LLC
19,396$1.2M0.6%ETFVery LowBellingham, WA2026-11-02
Butensky & Cohen Financial Security, Inc
19,326$1.2M0.3%ValueLowPonte Vedra Beach, FL2026-10-13
Asset One Wealth Management LLC
19,087$1.2M0.1%GrowthLowBellevue, WA2026-11-02
Fell Capital Management
19,065$1.2M1.0%CoreLowNewport Beach, CA2026-10-09
Trinity Wealth Management, LLC
18,872$1.2M0.4%ETFMediumBerwyn, PA2026-10-13
Global Financial Private Client, LLC
18,095$1.1M0.3%GrowthLowSarasota, FL2026-10-15
Benchmark Financial Wealth Advisors, LLC
17,264$1.1M0.3%ETFLowBoca Raton, FL2026-10-20
Capital Management Associates, Inc
17,235$1.1M0.2%ETFLowMinneapolis, MN2026-10-20
SFG Wealth Management, Llc.
17,124$1.1M0.4%ETFMediumTowson, MD2026-10-23
Richardson Financial Services Inc.
16,923$1.1M0.6%GrowthMediumMedway, MA2026-10-30
Private Trust Co NA
16,828$1.1M0.1%CoreLowCleveland, OH2026-10-20
Sterling Investment Counsel, LLC
16,750$1.1M0.2%GrowthLowBuffalo, NY2026-10-19
Advisor Resource Council
16,743$1.1M0.4%ETFLowDallas, TX2026-11-05
Sharkey, Howes & Javer
16,729$1.1M0.1%ETFMediumDenver, CO2026-10-22
WealthPlan Investment Management, LLC
16,448$1.0M0.1%GrowthMediumOmaha, NE2026-10-15
Valpey Financial Services, LLC
16,419$1.0M0.6%ETFVery LowConcord, NH2026-10-30
Retirement Planning Co of New England, Inc.
16,332$1.0M0.4%CoreLowWarwick, RI2026-10-15
Grey Ledge Advisors, LLC
16,149$1.0M0.2%CoreLowGuilford, CT2026-11-02
Duncker Streett & Co Inc
16,143$1.0M0.2%GrowthLowSt. Louis, MO2026-10-27
Quadcap Wealth Management, LLC
16,054$1.0M0.1%ETFLowFrisco, TX2026-11-02
Orin Green Financial, LLC
15,953$1.0M0.4%ETFVery LowSan Diego, CA2026-10-19
Trilogy Capital Inc.
15,855$999.5K0.0%ETFMediumIrvine, CA2026-10-20
Flagship Private Wealth, LLC
15,819$997.2K0.4%ETFLowWoburn, MA2026-11-05
BlueChip Wealth Advisors LLC
15,319$965.7K0.3%ETFMediumMilton, GA2026-11-03
Balance Wealth Partners LLC
14,652$923.7K0.2%ETFMediumWorthington, OH2026-10-27
Krilogy Financial LLC
14,581$934.4K0.0%GrowthLowSt. Louis, MO2026-10-13
Courier Capital LLC
14,550$917.2K0.0%ETFLowBuffalo, NY2026-10-19
Financial Management Network Inc
14,507$932.8K0.1%ETFLowMission Viejo, CA2026-10-09
BIP Wealth, LLC
14,424$909.3K0.0%ETFMediumAtlanta, GA2026-10-22
Diversify Wealth Management, LLC
14,362$918.9K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
14,362$918.9K0.0%GrowthLowSandy, UT2026-10-20
Worth Financial Advisory Group, LLC
14,049$885.6K0.4%GrowthVery LowCharlotte, NC2026-10-19
KPP Advisory Services LLC
13,731$865.6K0.1%GrowthMediumLouisville, KY2026-10-26
Elevation Point Wealth Partners, LLC
13,539$862.0K0.0%CoreHighDenver, CO2026-11-05
Fusion Family Wealth, LLC
13,539$853.5K0.1%ETFVery LowWoodbury, NY2026-11-02
HUB Investment Partners, LLC
13,100$825.8K0.0%GrowthLowAustin, TX2026-11-03
PFG Advisors
13,035$821.7K0.0%ETFMediumPhoenix, AZ2026-10-16
VCI Wealth Management LLC
12,842$809.6K0.2%CoreHighSt Louis, MO2026-10-29
Cliftonlarsonallen Wealth Advisors, LLC
12,490$787.4K0.0%ETFLowMinneapolis, MN2026-10-14
Parsons Capital Management Inc
12,384$780.7K0.0%CoreLowProvidence, RI2026-10-28
Sage Mountain Advisors LLC
12,313$776.2K0.0%ETFLowAtlanta, GA2026-11-02
ERn Financial, LLC
12,217$770.1K0.1%ETFVery LowMiddleton, WI2026-10-28
Colton Groome Financial Advisors, LLC
12,212$769.8K0.2%ETFLowAsheville, NC2026-10-06
Watershed Private Wealth LLC
12,168$767.1K0.2%ETFMediumOak Brook, IL2026-10-30
Creative Financial Designs Inc
12,136$765.1K0.0%ETFMediumKokomo, IN2026-11-04
Spartan Planning & Wealth Management
12,116$763.8K0.5%GrowthHighGreensboro, NC2026-10-13
Fortitude Family Office, LLC
11,967$754.4K0.1%ETFMediumScottsdale, AZ2026-10-14
Garrett Wealth Advisory Group, LLC
11,824$745.4K0.1%ETFVery LowWeatherford, TX2026-10-22
Lockerman Financial Group, Inc.
11,581$730.1K1.0%ETFMediumNewport Beach, CA2026-10-19
Ethic Inc.
11,491$724.4K0.0%CoreLowNew York, NY2026-11-03
Taylor & Morgan Wealth Management, LLC
11,401$718.7K0.3%ETFVery LowTroy, MI2026-10-09
Investment Planning Advisors, Inc.
11,318$713.5K0.2%ETFMediumCumming, GA2026-10-14
International Private Wealth Advisors LLC
11,165$703.8K0.3%CoreMediumSan Diego, CA2026-11-05
Fiduciary Alliance LLC
11,109$700.3K0.1%CoreMediumGreenville, SC2026-10-13
Ascent Group, LLC
11,028$695.2K0.0%CoreLowVirginia Beach, VA2026-10-30
Trek Financial, LLC
10,708$675.0K0.0%ETFHighScottsdale, AZ2026-10-29
Davenport & Co LLC
10,625$669.8K0.0%CoreMediumRichmond, VA2026-10-14
71 West Capital Partners
10,404$655.9K0.0%IndexVery LowBoston, MA2026-11-04
Mystic Asset Management, Inc.
10,330$651.2K0.1%CoreVery LowWarwick, RI2026-10-15
Simon Quick Advisors, LLC
10,190$642.4K0.0%ETFLowMorristown, NJ2026-10-26
Revolve Wealth Partners, LLC
10,165$640.8K0.1%ETFVery LowHackensack, NJ2026-10-23
Smart Wealth LLC
10,077$635.3K0.1%ETFHighOmaha, NE2026-11-04
Westco Advisory Services Inc
9,847$620.8K0.4%GrowthLowLynbrook, NY2026-10-14
Gilpin Wealth Management, LLC
9,666$609.3K0.4%GrowthLowDenver, CO2026-10-09
Paladin Wealth, LLC
9,558$602.5K0.3%CoreLowArden Hills, MN2026-10-23
Goldstein Advisors, LLC
9,469$596.9K0.1%ETFMediumMadison, WI2026-10-15
Arkansas Financial Group, Inc.
9,406$593.0K0.1%ETFVery LowLittle Rock, AR2026-10-26
Spinnaker Investment Group, LLC
8,808$555.3K0.1%ETFLowNewport Beach, CA2026-10-13
Americana Partners, LLC
8,631$544.1K0.0%CoreMediumHouston, TX2026-10-28
Claro Advisors Inc.
8,417$530.6K0.1%CoreLowBoston, MA2026-11-02
McKinley Carter Wealth Services, Inc.
8,414$530.4K0.0%ETFMediumWheeling, WV2026-10-16
Outlook Wealth Advisors, LLC
8,209$517.5K0.1%ETFMediumShenandoah, TX2026-10-28
Red Mountain Financial, LLC
8,183$515.9K0.4%ETFLowFort Collins, CO2026-11-03
Leslie Global Wealth, LLC
8,109$511.2K0.2%ETFLowItasca, IL2026-10-26
Opulen Financial Group LLC
8,079$509.3K0.3%ETFVery LowArlington, VA2026-10-22
Narus Financial Partners, LLC
7,897$497.8K0.1%ValueLowSalt Lake City, UT2026-10-19
October Effect Ltd
7,885$497.1K0.5%GrowthHighVirginia Beach, VA2026-10-20
Harbor Investment Advisory, LLC
7,659$482.8K0.0%GrowthLowLutherville, MD2026-10-13
Aegis Wealth Management, Inc.
7,649$482.2K0.3%ETFMediumGuthrie Center, IA2026-10-26
Integrity Wealth Partners, LLC
7,618$480.3K0.4%ETFN/AWalnut Creek, CA2026-10-14
WealthPoint Financial, LLC
7,582$478.0K0.3%ETFMediumCramerton, NC2026-11-03
VestGen Advisors, LLC
7,473$471.1K0.0%GrowthMediumChicago, IL2026-10-27
US Bancorp \de\
7,456$470.0K0.0%IndexLowMinneapolis, MN2026-11-05
Hidden Cove Wealth Management, LLC
7,388$465.7K0.2%GrowthHighBainbridge Island, WA2026-10-19
Sanchez Gaunt Capital Management, LLC
7,172$452.1K0.3%ETFN/AReno, NV2026-11-03
Ironwood Wealth Management, Llc.
7,169$452.0K0.1%ETFLowChandler, AZ2026-10-28
Valtinson Bruner Financial Planning LLC
6,981$440.1K0.1%ETFLowNew Brighton, MN2026-11-02
Axxcess Wealth Management, LLC
6,981$440.1K0.0%CoreLowCarlsbad, CA2026-10-21
Univest Financial Corp
6,949$438.1K0.0%GrowthLowSouderton, PA2026-11-05
Thompson Davis & Co., Inc.
6,880$433.7K0.3%CoreMediumRichmond, VA2026-11-05
Washington Trust Co
6,831$430.6K0.0%GrowthVery LowWesterly, RI2026-10-22
Values Added Financial LLC
6,696$422.1K0.1%ETFLowWashington, DC2026-10-28
Sowell Financial Services LLC
6,684$421.3K0.0%CoreLowNorth Little Rock, AR2026-10-23
Harmony Asset Management LLC
6,630$418.0K0.1%GrowthMediumScottsdale, AZ2026-10-20
Meridian Wealth Management, LLC
6,609$416.6K0.0%GrowthLowLexington, KY2026-11-05
Piedmont Capital Management, LLC
6,432$405.5K0.2%CoreLowGreensboro, NC2026-10-21
Stegent Equity Advisors, Inc.
6,427$405.2K0.3%ETFHighHouston, TX2026-10-13
Sigma Planning Corp
6,413$404.3K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Titleist Asset Management, LLC
6,361$401.0K0.0%ETFLowSan Antonio, TX2026-10-08
Nations Financial Group Inc,
6,336$399.4K0.0%CoreLowCedar Rapids, IA2026-11-05
Shoker Investment Counsel, Inc.
6,298$397.0K0.1%CoreVery LowOxford, OH2026-11-04
Cassaday & Co Wealth Management LLC
6,196$390.6K0.0%ETFVery LowMclean, VA2026-10-27
Founders Financial Securities LLC
6,135$386.8K0.0%ETFMediumTowson, MD2026-10-28
SFM, LLC d/b/a Sweeney Financial Advisors
6,132$386.6K0.2%ETFLowBedford, NH2026-10-14
Old Second National Bank of Aurora
6,120$385.8K0.1%CoreLowAurora, IL2026-10-22
Legacy Financial Strategies, LLC
6,113$385.4K0.1%ETFLowOverland Park, KS2026-10-15
Sentinel Pension Advisors, LLC
6,097$384.4K0.0%ETFLowWakefield, MA2026-11-02
Planning Strategies Inc.
5,997$378.0K0.2%ETFN/ALancaster, PA2026-10-02
Marion Wealth Management
5,944$374.7K0.1%ETFVery LowMonroeville, PA2026-10-22
Acorn Wealth Advisors, LLC
5,864$369.7K0.1%ETFLowGrand Blanc, MI2026-10-19
SigFig Wealth Management, LLC
5,658$356.7K0.0%ETFLowSan Francisco, CA2026-10-07
Ashton Thomas Private Wealth, LLC
5,571$351.2K0.0%CoreMediumScottsdale, AZ2026-11-03
SAX Wealth Advisors, LLC
5,565$350.8K0.0%ETFVery LowParsippany, NJ2026-10-13
Landmark Wealth Management, LLC
5,549$349.8K0.1%ETFVery LowMelville, NY2026-11-03
Acropolis Investment Management, LLC
5,487$345.9K0.0%ETFLowSt. Louis, MO2026-10-08
Integris Wealth Management, LLC
5,478$345.3K0.1%ETFVery LowMonterey, CA2026-10-14
Precedent Wealth Partners, LLC
5,440$342.9K0.1%ETFMediumHouston, TX2026-10-21
Quartz Partners, LLC
5,422$341.8K0.1%GARPMediumSaratoga Springs, NY2026-11-03
Spectrum Planning & Advisory Services Inc.
5,377$339.0K0.1%ETFMediumSan Diego, CA2026-11-05
APS Management Group, Inc.
5,257$331.4K0.2%ETFMediumTorrance, CA2026-10-14
USAdvisors Wealth Management, LLC
5,234$3290.0%ETFLowEden Prairie, MN2026-10-21
Signature Estate & Investment Advisors LLC
5,220$329.1K0.0%ETFMediumLos Angeles, CA2026-10-13
Roman Butler Fullerton & Co
5,213$330.6K0.1%GrowthMediumSt Louis, MO2026-10-27
Aureum Wealth Management, LLC
5,196$327.6K0.2%ETFLowNorth Palm Beach, FL2026-10-15
Capital Advisors, Ltd. LLC
5,100$3220.0%ETFLowShaker Heights, OH2026-10-27
Grey Fox Wealth Advisors, LLC
5,095$321.2K0.0%ETFLowRockland, DE2026-11-03
Canvas Wealth Advisors, LLC
5,070$329.6K0.0%GrowthLowShawnee, KS2026-11-02
Vested Financial Planning, LLC
5,040$317.7K0.2%ETFMediumSan Carlos, CA2026-10-28
Mattern Wealth Management LLC
4,906$309.3K0.1%ETFVery LowLawrence, KS2026-11-04
Milestone Asset Management Group, LLC
4,826$304.2K0.1%ETFVery LowAvon, CT2026-10-20
Optimist Retirement Group LLC
4,823$304.1K0.1%ValueLowBellevue, WA2026-10-30
Decision Investments, Inc
4,810$303.2K0.3%GrowthLowSan Diego, CA2026-10-07
Barnes Dennig Private Wealth Management LLC
4,802$302.7K0.3%CoreLowCincinnati, OH2026-10-30
Ironwood Financial, llc
4,798$302.5K0.0%ETFLowTucson, AZ2026-10-20
Valeo Financial Advisors, LLC
4,712$297.1K0.0%ETFLowCarmel, IN2026-10-08
Amicus Financial Advisors, LLC
4,701$296.4K0.1%ETFLowLubbock, TX2026-11-03
Diligent Investors, LLC
4,681$295.1K0.1%CoreLowRedlands, CA2026-10-21
SMI Advisory Services, LLC
4,636$298.2K0.0%ETFMediumColumbus, IN2026-10-13
Fullerton Advisors, LLC
4,583$288.9K0.3%ETFLowDanville, CA2026-10-14
Investmark Advisory Group LLC
4,534$285.8K0.1%ETFVery LowShelton, CT2026-10-27
Altrius Capital Management Inc
4,487$282.9K0.1%YieldMediumNew Bern, NC2026-11-05
AMI Investment Management Inc
4,479$282.4K0.1%ETFLowKendallville, IN2026-10-27
Dynamic Financial Group
4,310$271.7K0.2%ETFLowCedar Falls, IA2026-10-28
Absolute Capital Management, LLC
4,259$268.5K0.1%ETFMediumPittsburgh, PA2026-10-16
Essex Bank
4,218$265.9K0.1%CoreLowEssex, CT2026-10-16
DWM Financial Group, Inc.
4,213$265.6K0.2%ETFN/APalatine, IL2026-10-28
Eclectic Associates Inc
4,191$264.2K0.0%ETFVery LowFullerton, CA2026-10-09
Lanark Financial, Inc.
4,078$257.1K0.0%CoreMediumBirmingham, AL2026-10-26
Norden Group LLC
4,072$256.7K0.0%GrowthMediumProvo, UT2026-10-20
True North Advisors, LLC
3,992$251.7K0.0%CoreMediumDallas, TX2026-10-22
Compound Planning, Inc.
3,992$251.6K0.0%CoreLowNew York, NY2026-11-05
Signaturefd, LLC
3,971$250.3K0.0%IndexLowAtlanta, GA2026-10-23
Leo Wealth, LLC
3,953$249.2K0.1%CoreLowHurst, TX2026-10-26
Capstone Wealth Management Group, LLC
3,949$225.9K0.1%ETFMediumDunmore, PA2026-11-05
Latitude Advisors, LLC
3,904$246.1K0.1%ETFLowYorkville, IL2026-10-27
Tranquility Partners, LLC
3,903$246.0K0.1%CoreLowBrentwood, TN2026-10-20
Denver PWM, LLC
3,853$242.9K0.1%ETFLowDenver, CO2026-10-22
Old Port Advisors
3,849$242.6K0.0%GARPLowPortland, ME2026-10-23
Ritholtz Wealth Management
3,847$242.5K0.0%IndexLowNew York, NY2026-11-05
Balboa Wealth Partners
3,827$241.3K0.0%Agg GrowthMediumScottsdale, AZ2026-10-20
Brighton Jones LLC
3,803$239.7K0.0%CoreVery LowSeattle, WA2026-11-03
Rockline Wealth Management, LLC
3,753$236.6K0.0%GrowthLowIslip Terrace, NY2026-10-26
Brookstone Capital Management
3,750$236.4K0.0%ETFMediumWheaton, IL2026-10-22
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
3,716$234.3K0.0%GrowthVery LowSeattle, WA2026-10-27
Certified Advisory Corp
3,683$232.2K0.0%ETFLowAltamonte Springs, FL2026-10-29
Vestment Financial LLC
3,679$231.6K0.1%ETFVery LowChanhassen, MN2026-10-13
My Personal CFO, LLC
3,627$228.6K0.1%ETFHighVancouver, WA2026-10-14
Prime Capital Investment Advisors, LLC
3,575$225.4K0.0%ETFLowOverland Park, KS2026-10-20
Westside Investment Management, Inc.
3,559$228.8K0.0%GrowthLowSanta Monica, CA2026-11-02
Summit Wealth Group LLC / Co
3,557$224.3K0.0%ETFHighColorado Springs, CO2026-10-29
Five Oceans Advisors
3,557$224.3K0.1%ETFVery LowCarlsbad, CA2026-10-22
Guardian Wealth Advisors, LLC
3,545$227.4K0.1%ETFVery LowSt Louis Park, MN2026-10-30
MGO One Seven LLC
3,532$222.7K0.0%GrowthLowBeachwood, OH2026-10-28
Uptown Financial Advisors LLC
3,513$221.5K0.2%ETFVery LowDallas, TX2026-10-15
Arlington Trust Co LLC
3,499$220.6K0.0%ETFMediumBirmingham, AL2026-10-20
American Financial & TAX Strategies Inc
3,484$219.6K0.1%ETFVery LowNew York, NY2026-10-16
ETF Store, Inc.
3,478$219.3K0.2%ETFVery LowOverland Park, KS2026-10-19
Montis Financial, LLC
3,450$217.5K0.0%ETFLowWaltham, MA2026-11-04
Advisory Solutions Group, LLC
3,443$217.0K0.0%ETFN/APlymouth, MN2026-10-14
Global Assets Advisory, LLC
3,440$223.1K0.0%GrowthHighOrlando, FL2026-10-28
Integrity Alliance, Llc.
3,402$214.5K0.0%ETFMediumUrbandale, IA2026-10-29
YHB Investment Advisors, Inc.
3,392$213.8K0.0%GrowthLowWest Hartford, CT2026-10-08
International Assets Investment Management, LLC
3,391$215.9K0.0%CoreVery HighOrlando, FL2026-11-02
Kraft, Davis & Associates, LLC
3,360$213.4K0.0%ETFMediumSt. Louis, MO2026-10-21
PKS Advisory Services, LLC
3,331$225.1K0.0%ETFMediumAlbany, NY2026-10-26
Hofer & Associates. Inc
3,299$208.0K0.1%ETFHighThousand Oaks, CA2026-10-13
RED Crane Wealth Management, LLC
3,299$208.0K0.1%ETFLowSan Francisco, CA2026-10-14
Triad Wealth Partners, LLC
3,258$205.4K0.0%ETFMediumLawrence, KS2026-10-26
JGP Wealth Management, LLC
3,239$204.2K0.0%CoreLowBend, OR2026-10-13
Fairvoy Private Wealth, LLC
3,231$203.7K0.0%GrowthMediumBirmingham, AL2026-10-19
CWA Asset Management Group, LLC
3,211$202.4K0.0%CoreMediumNaples, FL2026-10-19
Matauro, LLC
3,199$201.7K0.0%ETFLowNew York, NY2026-11-03
Phillips Financial Management, LLC
3,195$201.4K0.0%ETFVery LowFort Wayne, IN2026-10-19
One Wealth Capital Management, LLC
3,188$201.0K0.1%GrowthMediumScottsdale, AZ2026-10-23
StoneX Group Inc.
3,186$200.8K0.0%ETFMediumNew York, NY2026-11-03
Nfsg Corp
3,167$199.7K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
POM Investment Strategies, LLC
2,796$176.3K0.1%ETFVery HighRaleigh, NC2026-10-20
Gen-Wealth Partners Inc
2,699$170.1K0.0%CoreLowZeeland, MI2026-11-04
Angeles Wealth Management, LLC
2,685$169.2K0.0%ETFLowSanta Monica, CA2026-10-26
Triumph Capital Management
2,601$164.0K0.0%ETFMediumDenver, CO2026-10-14
Brown, Lisle Ings, Inc.
2,577$162.5K0.0%CoreVery LowProvidence, RI2026-10-16
Rossmore Private Capital
2,319$146.2K0.0%CoreLowGlastonbury, CT2026-10-27
Team Financial Group, LLC
2,088$131.6K0.1%ETFLowTemecula, CA2026-10-30
Tompkins Financial Corp
2,017$127.2K0.0%CoreLowIthaca, NY2026-10-05
SYM Financial Corp
2,000$126.1K0.0%ETFVery LowWinona Lake, IN2026-10-26
Parallel Advisors, LLC
1,996$125.8K0.0%IndexLowSan Francisco, CA2026-11-03
Root Financial Partners, LLC
1,963$123.7K0.0%ETFMediumEncinitas, CA2026-10-21
GGM Financial LLC
1,955$123.3K0.0%ETFMediumColumbus, OH2026-11-05
Evolution Wealth Management Inc.
1,947$122.7K0.1%ETFMediumFort Myers, FL2026-10-28
Hilltop National Bank
1,776$112.0K0.0%CoreLowCasper, WY2026-10-14
Spire Wealth Management
1,513$95.4K0.0%GrowthMediumMclean, VA2026-10-30
MJT & Associates Financial Advisory Group, Inc.
1,506$94.9K0.1%ETFLowMontevideo, MN2026-10-07
Pinnacle Bancorp, Inc.
1,432$90.3K0.0%CoreVery LowBeatrice, NE2026-10-21
Harbor Asset Planning, Inc.
1,405$88.6K0.1%ETFVery LowBelmont, MA2026-10-23
Harel Insurance Investments & Financial Services Ltd.
1,352$850.0%GrowthHighRamat Gan, Luxembourg2026-11-02
1620 Investment Advisors, Inc.
1,329$83.8K0.1%ValueLowPlymouth, MA2026-11-04
Decker Retirement Planning Inc.
1,228$77.4K0.0%Agg GrowthVery HighLevi, UT2026-10-19
SBI Securities Co., Ltd.
1,208$76.2K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Provenance Wealth Advisors, LLC
1,087$68.5K0.0%ETFLowFort Lauderdale, FL2026-10-30
American National Bank & Trust
1,059$66.8K0.0%CoreVery LowWichita Falls, TX2026-10-07
JFS Wealth Advisors, LLC
1,032$65.1K0.0%ETFVery LowHermitage, PA2026-11-03
DecisionPoint Financial, LLC
963$61.3K0.0%ETFVery LowMesa, AZ2026-10-27
Cape Investment Advisory, Inc.
924$58.2K0.0%ETFLowMcdonough, GA2026-10-13
Polaris Financial Partners
797$510.0%GrowthN/AWesterville, OH2026-10-02
Trust Co
756$47.7K0.0%ETFVery LowManhattan, KS2026-10-09
Central Trust Co
731$46.1K0.0%CoreLowJefferson City, MO2026-11-05
Gamma Investing LLC
706$44.5K0.0%IndexVery LowFoster City, CA2026-10-08
Citigroup Inc
699$44.1K0.0%CoreMediumNew York, NY2026-11-04
Silver Grove Financial Group, Inc.
683$43.1K0.0%CoreMediumOrchard Park, NY2026-11-05
CX Institutional
656$410.0%CoreMediumAuburn, IN2026-10-02
Foresight Capital Management Advisors, Inc.
613$38.6K0.0%CoreMediumSaline, MI2026-10-27
Buck Wealth Strategies, LLC
577$36.4K0.0%ValueMediumDenver, CO2026-10-28
StrongBox Wealth, LLC
547$34.5K0.0%GrowthLowLee'S Summit, MO2026-11-02
GHP Investment Advisors, Inc.
518$32.7K0.0%CoreVery LowDenver, CO2026-10-15
Independence Bank of Kentucky
506$31.9K0.0%GrowthLowOwensboro, KY2026-10-26
Center for Financial Planning, Inc.
481$30.3K0.0%ETFLowSouthfied, MI2026-10-26
Essential Partners LLC
428$27.0K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Mather Group, Llc.
426$26.9K0.0%ETFMediumChicago, IL2026-10-14
Abound Wealth Management
364$23.0K0.0%ETFVery LowFranklin, TN2026-10-26
Comprehensive Financial Planning, Inc.
359$22.7K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Covestor Ltd
346$220.0%ValueHighLondon, United Kingdom2026-10-30
Mainstream Capital Management LLC
333$21.0K0.0%GrowthLowLos Angeles, CA2026-10-23
Archer Investment Corp
324$20.5K0.0%CoreMediumCarmel, IN2026-11-05
Financial Consulate, Inc
319$20.1K0.0%ETFLowHunt Valley, MD2026-10-23
Cranbrook Wealth Management, LLC
317$20.0K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
Bradley & Co. Private Wealth Management, LLC
306$19.3K0.0%CoreVery LowMiami, FL2026-10-23
First Bancorp, Inc
301$19.0K0.0%ValueVery LowDamariscotta, ME2026-10-26
Main Street Group, LTD
268$16.9K0.0%ETFMediumGlen Allen, VA2026-10-28
Ascentis Independent Advisors
268$16.9K0.0%ETFLowDallas, TX2026-11-03
Clark Wealth Partners
267$16.8K0.0%ETFVery LowO'Fallon, IL2026-10-19
Pinnacle Wealth Planning Services, Inc.
250$15.8K0.0%GARPLowMansfield, OH2026-10-27
EverSource Wealth Advisors, LLC
246$15.5K0.0%CoreMediumBirmingham, AL2026-11-04
Key Capital Management, Inc
238$15.0K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Hurley Capital, LLC
236$14.9K0.0%GARPMediumNew York, NY2026-11-05
Quest 10 Wealth Builders, Inc.
206$13.0K0.0%ETFLowFuquay-Varina, VA2026-11-02
Lodestone Wealth Management LLC
205$12.9K0.0%CoreLowSpokane, WA2026-10-14
Oakworth Capital, Inc.
199$12.5K0.0%ETFLowBirmingham, AL2026-10-26
Beacon Financial Strategies Corp
193$12.2K0.0%ETFVery LowRaleigh, NC2026-10-14
Farmers & Merchants Trust Co of Chambersburg PA
190$120.0%GARPLowChambersburg, PA2026-10-14
Carolina Wealth Advisors, LLC
169$10.7K0.0%YieldHighMyrtle Beach, SC2026-10-23
Highline Wealth Partners LLC
158$10.0K0.0%ETFMediumSherman Oaks, CA2026-10-19
Blueline Advisors LLC
153$9.6K0.0%ETFLowExeter, NH2026-10-15
New England Capital Financial Advisors LLC
149$9.4K0.0%ETFLowMeriden, CT2026-11-03
DeDora Capital, Inc.
139$8.8K0.0%ETFVery LowNapa, CA2026-10-26
Transce3nd, LLC
135$8.7K0.0%GrowthLowBuda, TX2026-10-26
Next Level Wealth Planning, LLC
129$8.1K0.0%ETFVery LowMeridian, ID2026-10-29
Bfsg, LLC
125$7.9K0.0%CoreLowIrvine, CA2026-10-30
Heritage Family Offices, LLP
121$7.6K0.0%GrowthHighScottsdale, AZ2026-11-02
Reap Financial Group, LLC
103$6.5K0.0%ETFLowAustin, TX2026-11-02
Loring Wolcott & Coolidge Fiduciary Advisors LLP
90$5.7K0.0%GrowthVery LowBoston, MA2026-10-23
Asset Dedication, LLC
88$5.5K0.0%ETFLowSan Francisco, CA2026-11-03
Bullock Wealth Management Group
87$5.6K0.0%GrowthLowBloomington, IN2026-10-09
IMG Wealth Management, Inc.
73$4.6K0.0%ETFMediumJacksonville, FL2026-10-27
Pacifica Partners Inc.
71$4.6K0.0%CoreLowSurrey, South Africa2026-10-09
Frankly Finances, LLC
68$4.3K0.0%ETFVery LowWinter Park, FL2026-10-28
Navigoe, LLC
66$40.0%ETFVery LowRedondo Beach, CA2026-11-04
Maryland Capital Advisors Inc.
55$3.5K0.0%ETFVery LowChester, MD2026-10-15
Blue Trust, Inc.
51$3.2K0.0%ETFLowBrentwood, TN2026-10-15
Avion Wealth
50$30.0%ETFLowThe Woodlands, TX2026-11-04
Fiduciary Advisors, Inc.
45$2.9K0.0%ETFLowSt. Louis, MO2026-10-16
Signature Equity Partners, LLC
39$2.5K0.0%GrowthMediumColumbus, OH2026-10-29
Robbins Farley
37$2.3K0.0%CoreMediumBedford, NH2026-10-21
Breakwater Investment Management
32$2.0K0.0%ETFLowSeattle, WA2026-10-20
Realta Investment Advisors
18$1.1K0.0%GrowthMediumWilmington, DE2026-10-14
Kingdom Financial Group Llc.
15$9460.0%ETFMediumPeoria, AZ2026-11-04
Networth Advisors, LLC
14$8830.0%ETFMediumCanonsburg, PA2026-11-03
Community Financial Services Group, LLC
7$4460.0%GrowthLowNewport, VT2026-10-15
RHL Group, LLC
2$1260.0%ETFVery HighHolly, MI2026-11-04