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State Street Spdr Portfolio (SPYM)

CUSIP: 78464A854 | NYSE | 2568 institutional holders

Quarters

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

Kedalion Capital Management LLP44,970,000
94.1% of portfolio›$4.0B
Creative Planning36,147,750
1.8% of portfolio›$3.2B
Natixis17,117,741
5.5% of portfolio›$1.5B
MKP Capital Management, L.L.C.10,407,000
27.7% of portfolio›$934.1M
National Mutual Insurance Federation of Agricultural Cooperatives9,536,000
5.5% of portfolio›$856.0M
Exchange Traded Concepts, LLC8,372,052
3.0% of portfolio›$751.5M
Greenleaf Trust7,405,942
6.8% of portfolio›$664.8M
1900 Wealth Management LLC6,218,187
30.3% of portfolio›$558.1M
First Command Advisory Services, Inc.5,862,691
2.9% of portfolio›$526.2M
TD Private Client Wealth LLC5,817,130
9.4% of portfolio›$522.1M
Wealthcare Advisory Partners LLC4,655,762
7.1% of portfolio›$417.9M
Gradient Investments LLC4,535,435
5.8% of portfolio›$407.1M
Cambridge Investment Research Advisors, Inc.4,039,836
0.0% of portfolio›$362.6K
Vantagepoint Investment Advisers LLC3,848,040
2.6% of portfolio›$345.4M
Mirae Asset Global Investments Co., Ltd.3,645,172
0.6% of portfolio›$327.2M
Larson Financial Group LLC3,204,152
7.0% of portfolio›$287.6M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors3,068,711
13.6% of portfolio›$275.4M
Assetmark, Inc2,632,951
0.4% of portfolio›$236.3M
Klaas Financial Asset Advisors, LLC2,571,609
28.8% of portfolio›$230.8M
Peterson Wealth Advisors, LLC2,542,472
26.5% of portfolio›$228.2M
Ascent Group, LLC2,522,374
6.8% of portfolio›$226.4M
Vicus Capital2,332,231
13.3% of portfolio›$209.3M
Commonwealth Equity Services, LLC2,017,582
0.2% of portfolio›$181.1M
Wealth Enhancement Advisory Services, LLC2,007,817
0.3% of portfolio›$171.9M
AlphaStar Capital Management, LLC1,986,925
10.7% of portfolio›$178.3M
Tennessee Valley Asset Management Partners1,889,040
18.6% of portfolio›$169.6M
Ocean Park Asset Management, LLC1,883,792
10.2% of portfolio›$169.1M
Univest Financial Corp1,832,384
7.7% of portfolio›$164.5M
KWB Wealth1,776,546
13.6% of portfolio›$159.5M
CFS Investment Advisory Services, LLC1,552,195
9.2% of portfolio›$142.4M
Signal Advisors Wealth, LLC1,544,029
6.1% of portfolio›$138.6M
Intact Investment Management Inc.1,508,206
4.1% of portfolio›$135.4M
Agur Provident & Training Funds Management LTD1,391,894
28.3% of portfolio›$1.2M
Kestra Advisory Services, LLC1,369,914
0.3% of portfolio›$123.0M
Vise Technologies, Inc.1,329,910
1.0% of portfolio›$119.4M
Integrity Alliance, Llc.1,316,690
3.6% of portfolio›$118.2M
3Edge Asset Management, LP1,304,462
5.0% of portfolio›$117.1M
Marks Group Wealth Management, Inc1,251,712
9.8% of portfolio›$112.4M
Ritholtz Wealth Management1,242,640
1.6% of portfolio›$111.5M
Bank of New York Mellon Corp1,237,198
0.0% of portfolio›$111.1M
LVW Advisors, LLC1,220,711
9.2% of portfolio›$109.6M
One Day In July LLC1,194,466
7.4% of portfolio›$107.2M
Brown Financial Advisory1,183,801
44.3% of portfolio›$106.3M
AIA Group Ltd1,169,845
1.3% of portfolio›$105.0M
Physician Wealth Advisors, Inc.1,136,927
11.7% of portfolio›$102.1M
Sterling Group Wealth Management, LLC1,113,498
38.9% of portfolio›$99.9M
Detalus Advisors, LLC1,103,370
19.5% of portfolio›$99.0M
West Wealth Group, LLC1,072,809
14.9% of portfolio›$96.3M
Compound Planning, Inc.1,056,346
2.4% of portfolio›$94.8M
Thrivent Financial for Lutherans1,028,956
0.0% of portfolio›$92.4K
Barclays PLC1,020,000
0.0% of portfolio›$91.6M
Leading Edge Financial Planning LLC1,004,561
18.7% of portfolio›$90.2M
Security Financial Services, Inc.1,001,656
12.0% of portfolio›$89.9M
Park Avenue Securities LLC968,392
0.0% of portfolio›$86.9K
Intrua Financial, LLC968,163
8.1% of portfolio›$86.9M
Lifelong Wealth Advisors, Inc.943,530
19.6% of portfolio›$84.7M
Tectonic Advisors LLC930,056
3.9% of portfolio›$83.5M
Solitude Financial Services929,834
22.6% of portfolio›$83.5M
Allen Capital Group, LLC927,618
6.7% of portfolio›$83.3M
Standpoint Asset Management, LLC916,100
16.0% of portfolio›$82.2M
Farther Finance Advisors, LLC902,351
0.6% of portfolio›$81.0M
Horst & Graben Wealth Management LLC893,208
10.4% of portfolio›$80.2M
Dynamic Advisor Solutions LLC877,579
2.2% of portfolio›$78.8M
Earned Wealth Advisors, LLC867,641
4.7% of portfolio›$77.9M
Procyon Advisors, LLC863,190
3.3% of portfolio›$77.5M
Avidian Wealth Enterprises, LLC862,435
2.2% of portfolio›$77.4M
Taiyo Life Insurance Co855,500
6.9% of portfolio›$76.8K
Fifth Third Bancorp832,206
0.1% of portfolio›$74.7M
Private Wealth Group, LLC817,556
27.9% of portfolio›$73.4M
Flagship Harbor Advisors, LLC815,721
2.7% of portfolio›$73.2M
Penobscot Wealth Management796,100
18.4% of portfolio›$71.5M
WBH Advisory Inc776,022
4.7% of portfolio›$69.7M
Eagle Strategies LLC773,937
6.7% of portfolio›$69.5M
Principal Financial Group Inc751,949
0.0% of portfolio›$67.5M
Tull Financial Group, Inc.750,836
26.1% of portfolio›$67.4M
New Perspectives, Inc746,537
20.4% of portfolio›$67.0M
Cahaba Wealth Management, Inc.737,791
4.0% of portfolio›$66.2M
Moneco Advisors, LLC710,209
3.7% of portfolio›$63.7M
First Heartland Consultants, Inc.701,619
4.2% of portfolio›$63.0M
International City Management Association Retirement Corp693,547
14.0% of portfolio›$62.3M
Cornerstone Wealth Management, LLC691,150
2.6% of portfolio›$62.0M
Macco Financial Group, Inc.688,433
37.4% of portfolio›$61.8M
Stone House Investment Management, LLC686,366
8.0% of portfolio›$61.6M
Bricktown Capital, LLC663,322
10.9% of portfolio›$59.5M
Auour Investments LLC659,995
16.8% of portfolio›$59.2M
IFP Advisors, Inc636,584
1.0% of portfolio›$57.1M
Investment Planning Advisors, Inc.630,403
12.8% of portfolio›$56.6M
Quantum Financial Planning Services, Inc.622,740
15.2% of portfolio›$55.9M
Badgley Phelps Wealth Managers, LLC622,019
1.0% of portfolio›$55.8M
Financial Enhancement Group LLC620,582
6.5% of portfolio›$56.8M
Walkner Condon Financial Advisors LLC615,682
6.1% of portfolio›$55.3M
Client 1ST Advisory Group, LLC605,934
13.9% of portfolio›$54.4M
Lido Advisors, LLC596,824
0.1% of portfolio›$53.6M
Cypress Wealth Services, LLC588,972
6.4% of portfolio›$54.0M
Brookstone Capital Management586,760
0.5% of portfolio›$52.7M
Louisiana State Employees Retirement System574,700
0.8% of portfolio›$51.6M
TSA Wealth Managment LLC572,680
14.4% of portfolio›$51.4M
Retiremitten Financial LLC568,432
20.2% of portfolio›$51.7M
Concurrent Investment Advisors, LLC556,681
0.3% of portfolio›$50.0M
Financial Insights, Inc.555,766
12.7% of portfolio›$49.9M
Verde Capital Management549,835
8.6% of portfolio›$49.4M
Broadway Wealth Solutions, Inc.546,641
22.0% of portfolio›$49.1M
Compass Ion Advisors, LLC539,845
4.1% of portfolio›$48.5M
Wealth Management Nebraska539,530
4.2% of portfolio›$48.4M
SFG Wealth Management, Llc.534,347
17.1% of portfolio›$48.0M
Level Four Advisory Services, LLC523,478
1.4% of portfolio›$47.0M
Highland Financial Advisors, LLC518,702
9.9% of portfolio›$46.6M
TSG Advice Partners, LLC515,760
5.9% of portfolio›$45.3M
Market Street Wealth Management Advisors LLC515,117
6.6% of portfolio›$46.2M
Beacon Capital Management, LLC513,467
6.4% of portfolio›$46.1M
Crown Wealth Group, LLC512,609
11.4% of portfolio›$46.0M
Compass Financial Services Inc498,026
15.5% of portfolio›$44.7M
Prairie Advisory, LLC490,082
5.1% of portfolio›$44.0M
Carnegie Investment Counsel487,584
0.9% of portfolio›$43.8M
Fiduciary Alliance LLC486,658
3.3% of portfolio›$43.7M
Ridgeline Wealth Planning, LLC484,882
25.0% of portfolio›$43.5M
Legacy Wealth Management, LLC / MS471,587
12.6% of portfolio›$42.3M
Montz Harcus Wealth Management LLC462,330
14.5% of portfolio›$41.5M
Tanglewood Wealth Management, Inc.460,677
3.4% of portfolio›$41.4M
Independent Financial Group, LLC457,644
0.7% of portfolio›$41.1M
MGO One Seven LLC451,860
0.7% of portfolio›$40.6M
Verus Capital Partners, LLC443,830
2.1% of portfolio›$39.8M
Fragasso Financial Advisors Inc442,931
2.0% of portfolio›$40.6M
Bauman Advisory Group, LLC440,986
19.5% of portfolio›$39.6M
PFG Advisors439,874
2.0% of portfolio›$39.5M
Merit Financial Group, LLC436,835
0.2% of portfolio›$39.2M
Henderson Brothers Financial Partners, LLC429,042
14.0% of portfolio›$38.5M
Asset Allocation Strategies LLC428,438
5.8% of portfolio›$38.5M
Clear Creek Financial Management, LLC423,872
2.9% of portfolio›$38.0M
Ashton Thomas Private Wealth, LLC420,286
0.8% of portfolio›$37.7M
Archford Capital Strategies, LLC408,717
3.6% of portfolio›$36.7M
Quadrant Private Wealth Management, LLC404,762
4.8% of portfolio›$36.3M
Adamsbrown Wealth Consultants LLC401,844
6.6% of portfolio›$36.1M
HUB Investment Partners, LLC390,675
0.6% of portfolio›$35.1M
Thryve Wealth Management LLC388,769
19.5% of portfolio›$34.9M
Simplicity Wealth,LLC381,443
1.0% of portfolio›$34.2M
Upper Left Wealth Management, LLC380,177
17.7% of portfolio›$34.1M
Tableaux LLC379,502
13.9% of portfolio›$34.1M
Gen-Wealth Partners Inc377,626
9.5% of portfolio›$33.9M
Maia Wealth LLC374,475
4.6% of portfolio›$33.6M
Lanark Financial, Inc.368,804
2.3% of portfolio›$33.1M
Hobbs Wealth Management, LLC368,653
27.1% of portfolio›$33.1M
VestGen Advisors, LLC368,423
1.0% of portfolio›$33.1M
Oarsman Capital, Inc.367,433
3.3% of portfolio›$33.0M
Truist Financial Corp364,729
0.0% of portfolio›$32.7M
Savant Capital, LLC364,564
0.1% of portfolio›$32.7M
Evermay Wealth Management LLC361,836
3.3% of portfolio›$32.5M
Cornerstone Wealth Group, LLC360,616
1.8% of portfolio›$32.4M
Leslie Global Wealth, LLC360,024
11.9% of portfolio›$32.3M
Fifth Third Securities, Inc.358,806
1.6% of portfolio›$32.2M
Nottingham Advisors, Inc.350,094
3.9% of portfolio›$31.6M
Selective Wealth Management, Inc.349,238
7.4% of portfolio›$31.7M
Kingswood Wealth Advisors, LLC346,814
1.2% of portfolio›$31.1M
Arcadia Wealth Management, LLC345,635
9.5% of portfolio›$31.0M
Global View Capital Management LLC345,610
6.9% of portfolio›$31.0M
Harbor Capital Advisors, Inc.339,104
0.0% of portfolio›$30.4K
Novem Group332,952
3.0% of portfolio›$29.9M
Segment Wealth Management, LLC324,874
1.5% of portfolio›$29.2M
Newport Capital Group, LLC324,536
19.6% of portfolio›$29.3M
Mueller Wealth, LLC322,835
18.4% of portfolio›$29.0M
Clarus Group, Inc.321,474
9.5% of portfolio›$28.9M
Wealth Advisory Solutions, LLC319,984
5.9% of portfolio›$28.7M
US Bancorp \de\316,646
0.0% of portfolio›$28.4M
KMG Fiduciary Partners, LLC315,606
2.8% of portfolio›$28.3M
Atlas Private Wealth Advisors311,692
6.1% of portfolio›$28.0M
McMill Wealth Management310,565
6.3% of portfolio›$27.9M
Steele Capital Management, Inc.309,688
1.0% of portfolio›$27.8M
Keeler & Nadler Financial Planning & Wealth Management307,898
7.5% of portfolio›$27.6M
AlphaCore Capital LLC304,963
0.4% of portfolio›$27.4M
PNC Financial Services Group, Inc.302,623
0.0% of portfolio›$27.2M
Goodman Advisory Group, LLC302,514
6.2% of portfolio›$27.2M
Kagan Cocozza Asset Management302,139
16.8% of portfolio›$27.1M
DDD Partners, LLC297,270
1.5% of portfolio›$26.7M
Strategic Blueprint, LLC293,827
1.3% of portfolio›$26.4M
National Wealth Management Group, LLC293,715
7.6% of portfolio›$26.4M
Advisor OS, LLC292,737
1.7% of portfolio›$26.3M
RFG Advisory, LLC291,268
0.4% of portfolio›$26.1M
Retirement Financial Solutions, LLC288,947
6.1% of portfolio›$25.9M
Clarity Asset Management, Inc.288,772
12.7% of portfolio›$25.9M
Lincoln Capital Corp287,826
8.4% of portfolio›$25.8M
Arrien Investments, Inc.286,840
13.2% of portfolio›$25.7M
Accelerate Investment Advisors LLC284,820
14.3% of portfolio›$25.6M
Investors Research Corp284,296
4.5% of portfolio›$25.5M
Merkkuri Wealth Advisors LLC281,928
15.5% of portfolio›$25.3M
AdvisorNet Financial, Inc280,161
1.1% of portfolio›$25.4M
Total Clarity Wealth Management, Inc.279,250
4.8% of portfolio›$25.1M
Archer Investment Corp275,812
4.5% of portfolio›$24.8M
Focus Financial Network, Inc.275,757
0.7% of portfolio›$24.8M
Daviman Financial, LLC273,254
13.6% of portfolio›$24.5M
B.O.S.S. Retirement Advisors, LLC272,978
7.1% of portfolio›$24.5M
Beacon Capital Management, Inc.270,249
1.5% of portfolio›$24.3M
S. R. Schill & Associates270,066
15.2% of portfolio›$24.2M
Kellett Wealth Advisors, LLC268,562
8.8% of portfolio›$24.1M
Buttonwood Financial Group, LLC260,859
12.1% of portfolio›$23.9M
Bay Capital Advisors, LLC253,276
12.0% of portfolio›$22.7M
Lloyd Advisory Services, Llc.252,741
8.6% of portfolio›$22.7M
Atria Investments, Inc252,731
0.2% of portfolio›$22.7M
Souders Financial Advisors250,622
2.2% of portfolio›$22.5M
Sowell Financial Services LLC250,061
0.7% of portfolio›$22.4M
Richmond Investment Services, LLC247,566
7.0% of portfolio›$22.2M
Capital Advantage, Inc.246,961
2.7% of portfolio›$22.2M
Blue Water Asset Management246,627
7.2% of portfolio›$22.1M
Valtinson Bruner Financial Planning LLC246,238
5.5% of portfolio›$22.1M
Chicago Partners Investment Group LLC244,844
0.4% of portfolio›$21.9M
Westwind Capital240,135
0.0% of portfolio›$21.6K
Ferguson Shapiro LLC239,675
6.3% of portfolio›$21.5M
Balefire, LLC239,532
3.4% of portfolio›$21.5M
MKT Advisors LLC238,633
7.0% of portfolio›$21.7M
CoreCap Advisors, LLC236,247
0.6% of portfolio›$21.2M
Mach-1 Financial Group, LLC234,633
7.9% of portfolio›$21.1M
Legacy Solutions, LLC230,851
15.8% of portfolio›$20.7M
Curtis Advisory Group, LLC230,104
3.8% of portfolio›$20.7M
Spectrum Advisors, Inc.225,935
14.2% of portfolio›$20.3M
Cordoba Advisory Partners LLC224,784
2.5% of portfolio›$20.2M
Asset One Wealth Management LLC223,982
1.7% of portfolio›$20.1M
Citizens Financial Group Inc220,242
0.2% of portfolio›$19.8M
Fortitude Financial, LLC215,070
9.0% of portfolio›$19.3M
Windsor Capital Management, LLC214,497
5.0% of portfolio›$19.3M
Forthright Family Wealth Advisory LLC210,488
10.7% of portfolio›$18.9M
FFG Retirement Advisors LLC208,062
9.9% of portfolio›$18.7M
NovaPoint Capital, LLC207,279
4.0% of portfolio›$18.6M
Abound Wealth Management207,115
3.5% of portfolio›$18.6M
Omni 360 Wealth, Inc.205,560
8.4% of portfolio›$18.5M
Integrity Advisory Solutions, LLC199,576
1.9% of portfolio›$17.9M
Tortoise Investment Management, LLC199,241
1.3% of portfolio›$17.9M
Independent Wealth Network Inc.192,783
4.4% of portfolio›$17.3M
NBZ Investment Advisors LLC192,780
6.7% of portfolio›$17.3M
Legacy Advisory Services, LLC191,471
12.3% of portfolio›$17.2M
SBE LLC DBA Cedar Cove Wealth Partners188,516
8.0% of portfolio›$16.9M
Jnba Financial Advisors188,389
1.3% of portfolio›$16.9M
SkyOak Wealth, LLC187,951
2.7% of portfolio›$16.9M
Paladin Wealth, LLC186,293
9.0% of portfolio›$16.7M
Stone Summit Wealth LLC186,269
4.5% of portfolio›$16.7M
SeedSafe Financial LLC186,143
12.3% of portfolio›$16.7M
Smart Wealth LLC185,922
3.4% of portfolio›$16.7M
Meridian Wealth Management, LLC182,424
0.5% of portfolio›$16.4M
Spectrum Planning & Advisory Services Inc.182,052
6.9% of portfolio›$16.3M
Apollon Wealth Management, LLC181,761
0.2% of portfolio›$16.3M
Sheets Smith Wealth Management178,266
1.7% of portfolio›$16.0M
Moulton Wealth Management, Inc177,700
10.8% of portfolio›$16.0M
Kohmann Bosshard Financial Services, LLC176,974
1.3% of portfolio›$15.9M
GenWealth Group, Inc.176,567
2.5% of portfolio›$15.8M
Rational Advisors, Inc.175,632
1.5% of portfolio›$15.8M
Lord & Richards Wealth Management, LLC174,743
12.0% of portfolio›$15.7M
Financial Futures Ltd Liability Co.173,612
5.8% of portfolio›$15.6M
Pinnacle Wealth Planning Services, Inc.173,334
1.5% of portfolio›$15.6M
Cutler Investment Counsel LLC172,632
1.5% of portfolio›$15.5M
Evolution Wealth Management Inc.171,804
8.9% of portfolio›$15.4M
Galvin, Gaustad & Stein, LLC168,178
1.1% of portfolio›$15.1M
Towercrest Capital Management166,663
2.1% of portfolio›$15.0M
Wise Wealth Partners165,293
27.2% of portfolio›$14.8M
United Asset Strategies, Inc.165,256
1.0% of portfolio›$14.8M
Davenport & Co LLC164,392
0.1% of portfolio›$14.8M
Perennial Advisors, LLC164,103
2.2% of portfolio›$14.7M
Arwa LLC163,053
5.5% of portfolio›$14.9M
Wealthcare Capital Partners, LLC157,380
5.7% of portfolio›$14.1M
Rainier Family Wealth Inc157,214
7.2% of portfolio›$14.1M
Avestar Capital, LLC155,470
1.1% of portfolio›$14.0M
Blue Bell Private Wealth Management, LLC155,273
1.7% of portfolio›$13.9M
Montag A & Associates Inc155,123
0.6% of portfolio›$13.9M
Patriot Financial Group Insurance Agency, LLC154,289
1.3% of portfolio›$13.8M
Schwallier Wealth Management LLC154,110
8.8% of portfolio›$13.8M
TrueWealth Advisors, LLC153,125
3.1% of portfolio›$13.7M
WealthPoint Financial, LLC153,003
9.8% of portfolio›$13.7M
JBR Co Financial Management Inc150,515
5.1% of portfolio›$13.2M
Ridgeline Wealth, LLC149,455
7.8% of portfolio›$13.7M
Marathon Strategic Advisors, LLC148,884
7.8% of portfolio›$13.4M
ATX Financial Planning, LLC148,746
8.5% of portfolio›$13.4M
Arvest Investments, Inc.148,509
1.6% of portfolio›$13.3M
Clarity Retirement & Wealth, LLC148,022
9.1% of portfolio›$13.3M
Financial Security Advisor, Inc.147,979
2.2% of portfolio›$13.3M
BIP Wealth, LLC146,626
0.4% of portfolio›$13.2M
Sutton Place Investors LLC142,546
6.0% of portfolio›$12.8M
Venture Visionary Partners LLC134,517
0.3% of portfolio›$12.1M
Prime Capital Investment Advisors, LLC133,799
0.1% of portfolio›$12.0M
Naples Global Advisors, LLC132,774
0.8% of portfolio›$11.9M
Worth Asset Management, LLC132,211
3.5% of portfolio›$11.9M
Alliance Wealth Management Group130,930
2.4% of portfolio›$11.8M
XY Planning Network, Inc.130,578
1.3% of portfolio›$11.7M
Strategic Advisors LLC127,547
2.4% of portfolio›$11.4M
Apeiron RIA LLC127,546
2.6% of portfolio›$11.5M
Parallel Advisors, LLC127,145
0.2% of portfolio›$11.4M
ARQ Wealth Advisors, LLC125,841
1.4% of portfolio›$11.3M
Tempus Wealth Planning, LLC125,350
2.2% of portfolio›$11.3M
Tower View Wealth Management LLC123,799
4.8% of portfolio›$11.1M
Cooper Capital Advisors LLC123,404
4.5% of portfolio›$11.1M
MMA Asset Management LLC121,257
3.5% of portfolio›$10.9M
NorthCrest Asset Manangement, LLC119,853
0.3% of portfolio›$10.9M
Trademark Financial Management, LLC119,726
4.4% of portfolio›$10.7M
Clarus Wealth Advisors118,589
4.0% of portfolio›$10.9M
Stonehaven Wealth & TAX Solutions, LLC118,265
10.1% of portfolio›$10.6M
Cobblestone Asset Management LLC118,242
4.3% of portfolio›$10.6M
River Street Advisors LLC117,437
3.3% of portfolio›$10.5M
Flynn Zito Capital Management, LLC116,810
2.8% of portfolio›$10.5M
StoneCrest Wealth Management, Inc.116,730
3.4% of portfolio›$10.5M
6th Street Advisors, LLC116,046
6.0% of portfolio›$10.4M
Independence Wealth Advisors, LLC115,538
4.9% of portfolio›$10.4M
Bull Oak Capital, LLC113,705
3.3% of portfolio›$10.2M
Elevated Capital Advisors, LLC113,205
3.4% of portfolio›$10.2M
Convergence Financial, LLC111,719
1.4% of portfolio›$10.0M
Evergreen Capital Management LLC111,116
0.2% of portfolio›$10.0M
Crestwood Advisors Group, LLC110,444
0.1% of portfolio›$9.9M
Financial Guidance Group, Inc.109,950
3.5% of portfolio›$9.9M
ERn Financial, LLC109,764
1.6% of portfolio›$9.9M
Morling Financial Advisors, LLC109,460
2.6% of portfolio›$9.8M
Lighthouse Financial Services Inc109,366
2.0% of portfolio›$9.8M
Trinity Wealth Management, LLC108,686
3.1% of portfolio›$9.8M
Firethorn Wealth Partners, LLC107,813
3.1% of portfolio›$9.7M
WealthPLAN Partners, LLC106,946
1.8% of portfolio›$9.6M
E&G Advisors, LLC106,891
1.8% of portfolio›$9.6M
First Security Investment Management, Inc.105,303
7.7% of portfolio›$9.5M
Imc-Chicago, LLC104,551
0.0% of portfolio›$9.4M
Compass Wealth Management LLC104,218
1.8% of portfolio›$9.4M
Clearview Wealth Management LLC103,118
7.1% of portfolio›$9.4M
Guardian Asset Advisors, LLC102,114
4.1% of portfolio›$9.2M
Fortis Group Advisors, LLC101,991
1.5% of portfolio›$9.1M
Values Added Financial LLC101,605
3.2% of portfolio›$9.1M
Wealth Management Resources, Inc.101,273
2.8% of portfolio›$9.1M
Apollon Financial, LLC98,358
1.0% of portfolio›$8.8M
Tandem Investment Partners LLC98,120
6.8% of portfolio›$8.8M
Nations Financial Group Inc,97,785
0.4% of portfolio›$8.8M
BlueChip Wealth Advisors LLC97,247
2.9% of portfolio›$8.7M
Wealthcare Capital Management LLC96,831
1.0% of portfolio›$8.7M
Brown Miller Wealth Management, LLC96,683
2.1% of portfolio›$8.7M
Aspire Private Capital, LLC95,824
1.8% of portfolio›$8.6M
Encompass More Asset Management94,819
1.2% of portfolio›$8.5M
Absolute Capital Management, LLC94,585
2.0% of portfolio›$8.5M
Kroeger Financial Partners94,166
8.4% of portfolio›$8.5M
Vestia Personal Wealth Advisors93,840
0.2% of portfolio›$479.9K
Turning Point Benefit Group, Inc.93,154
3.4% of portfolio›$8.4M
Nvwm, LLC92,553
1.6% of portfolio›$8.3M
Range Financial Group LLC92,188
2.3% of portfolio›$8.3M
Kanawha Capital Management LLC91,687
0.5% of portfolio›$8.2M
Boothe Investment Group, Inc.90,353
2.3% of portfolio›$8.1M
Beacon Financial Advisory LLC89,708
1.5% of portfolio›$8.1M
Shepherd Financial Partners LLC88,981
0.6% of portfolio›$8.0M
FWG Investments, Llc.87,674
3.8% of portfolio›$7.9M
Golden State Wealth Management, LLC86,121
0.7% of portfolio›$7.7M
Capital Asset Advisory Services LLC85,082
0.3% of portfolio›$7.7M
Etesian Wealth Advisors, Inc.84,967
2.2% of portfolio›$7.6M
Midwest Heritage Bank, FSB84,803
2.2% of portfolio›$7.6M
Integrated Wealth Management83,780
7.4% of portfolio›$7.5M
Titleist Asset Management, LLC83,336
0.5% of portfolio›$7.5M
Roan Capital Partners83,103
5.5% of portfolio›$7.5M
Old Republic International Corp81,730
0.0% of portfolio›$7.3K
Cassilly Financial Group LLC81,251
4.9% of portfolio›$7.3M
Richardson Financial Services Inc.80,849
4.1% of portfolio›$7.3M
Financial Solutions Advisory Group, Inc.79,959
0.9% of portfolio›$7.2M
Heritage Family Offices, LLP79,566
2.4% of portfolio›$7.1M
Howard Bailey Securities, LLC79,264
2.7% of portfolio›$7.1M
Meridian Financial Advisors, LLC78,813
3.3% of portfolio›$7.1M
Basso Capital Management, L.P.78,398
1.5% of portfolio›$7.0M
Heritage OAK Wealth Advisors LLC78,204
2.1% of portfolio›$7.0M
Syntegra Private Wealth Group, LLC78,022
0.5% of portfolio›$7.0M
Integrity Wealth Advisors, Inc.77,660
3.6% of portfolio›$7.0M
Horizon Wealth Management, LLC77,630
0.9% of portfolio›$7.0M
Allspring Global Investments Holdings, LLC76,951
0.0% of portfolio›$6.9M
Axxcess Wealth Management, LLC76,708
0.3% of portfolio›$6.9M
Uniting Wealth Partners, LLC76,016
1.4% of portfolio›$6.8M
Mlp3, LLC74,911
5.8% of portfolio›$6.7M
IMG Wealth Management, Inc.74,726
3.5% of portfolio›$6.7M
TD Waterhouse Canada Inc.74,700
0.0% of portfolio›$6.7M
Truefg, LLC74,056
1.5% of portfolio›$6.6M
Midwest Trust Co73,470
0.1% of portfolio›$6.6M
Blue Capital, Inc.73,254
4.1% of portfolio›$6.6M
Old Second National Bank of Aurora72,763
1.3% of portfolio›$6.5M
Trek Financial, LLC72,594
0.3% of portfolio›$6.5M
J.W. Cole Advisors, Inc.72,560
0.1% of portfolio›$6.5M
MN Wealth Advisors, LLC72,289
2.6% of portfolio›$6.5M
Harbor Group, Inc.71,176
0.8% of portfolio›$6.4M
Meitav Investment House LTD70,926
0.0% of portfolio›$6.4M
Capital Investment Advisory Services, LLC70,788
0.4% of portfolio›$6.4M
Carroll Advisory Group, LLC70,509
2.0% of portfolio›$6.3M
Moisand Fitzgerald Tamayo, LLC69,477
0.6% of portfolio›$6.2M
Parcion Private Wealth LLC67,508
0.3% of portfolio›$6.1M
Cushing Capital Partners, LLC67,378
3.7% of portfolio›$6.0M
Hengehold Capital Management LLC67,039
0.5% of portfolio›$6.0M
Armstrong Advisory Group, Inc66,728
0.4% of portfolio›$6.0M
Insight Advisors, LLC/ PA66,625
1.1% of portfolio›$6.0M
Downshift Financial, LLC66,393
2.6% of portfolio›$6.0M
Transcendent Capital Group LLC66,382
2.4% of portfolio›$6.0M
Perigon Wealth Management, LLC65,953
0.1% of portfolio›$5.9M
Vestment Financial LLC65,134
2.6% of portfolio›$5.8M
Parkway Wealth Management Group, LLC64,993
0.7% of portfolio›$5.8M
Creative Financial Designs Inc64,369
0.3% of portfolio›$5.8M
HWG Holdings LP63,592
1.3% of portfolio›$5.7M
Asempa Wealth Advisors63,560
4.4% of portfolio›$5.7M
Semitam Bonam LLC63,011
3.9% of portfolio›$5.7M
Diversify Wealth Management, LLC62,578
0.1% of portfolio›$5.7M
Diversify Advisory Services, LLC62,578
0.1% of portfolio›$5.7M
Bestgate Wealth Advisors, LLC62,098
3.5% of portfolio›$5.6M
Aureum Wealth Management, LLC61,994
3.4% of portfolio›$5.6M
High Probability Advisors, LLC61,971
0.6% of portfolio›$5.6M
Lunt Capital Management, Inc.61,297
2.1% of portfolio›$5.5M
Latitude Advisors, LLC61,063
1.7% of portfolio›$5.5M
Fonville Wealth Management LLC60,484
0.8% of portfolio›$5.4M
Rossby Financial, LCC60,162
0.8% of portfolio›$5.4M
Beaumont Financial Advisors, LLC60,031
0.3% of portfolio›$5.4M
Commonwealth Financial Services, LLC59,904
1.0% of portfolio›$5.4M
YHB Investment Advisors, Inc.59,013
0.3% of portfolio›$5.3M
SAX Wealth Advisors, LLC58,341
0.1% of portfolio›$5.2M
Portside Wealth Group, LLC58,122
0.6% of portfolio›$5.2M
Sunpointe, LLC57,897
1.6% of portfolio›$5.2M
Shuttleworth & Co57,840
4.2% of portfolio›$5.2M
New Jersey Better Educational Savings Trust57,427
8.6% of portfolio›$5.2M
Colton Groome Financial Advisors, LLC56,957
1.2% of portfolio›$5.1M
Kingsbury Capital Investment Advisors LLC56,541
4.8% of portfolio›$5.1M
Bluesphere Advisors LLC56,401
1.6% of portfolio›$5.1M
Wedbush Securities Inc56,026
0.0% of portfolio›$5.0K
Courier Capital LLC56,007
0.2% of portfolio›$5.0M
Mather Group, Llc.55,889
0.0% of portfolio›$5.0M
Gerber Kawasaki Wealth & Investment Management55,084
0.1% of portfolio›$4.9M
Bison Wealth, LLC54,908
0.4% of portfolio›$5.0M
Triad Wealth Partners, LLC54,823
0.3% of portfolio›$4.9M
Beacon Financial Group54,174
0.4% of portfolio›$4.9M
Certuity, LLC53,961
0.2% of portfolio›$4.8M
Cap Partners, LLC53,838
2.2% of portfolio›$4.8M
HF Advisory Group, LLC53,772
1.4% of portfolio›$4.8M
McHugh Group, LLC53,498
2.4% of portfolio›$4.8M
ETF Store, Inc.53,330
3.9% of portfolio›$4.8M
Robertson Stephens Wealth Management, LLC53,120
0.1% of portfolio›$4.8M
PKS Advisory Services, LLC53,030
0.7% of portfolio›$4.7M
Kestra Private Wealth Services, LLC52,818
0.1% of portfolio›$4.7M
Ethic Inc.52,717
0.1% of portfolio›$4.7M
Traynor Capital Management, Inc.52,669
0.2% of portfolio›$4.7M
Modera Wealth Management, LLC52,449
0.0% of portfolio›$4.7M
Founders Financial Securities LLC52,438
0.2% of portfolio›$4.7M
Three Seasons Wealth, LLC52,099
0.4% of portfolio›$4.7M
Lebenthal Global Advisors, LLC51,822
0.6% of portfolio›$4.7M
MSH Capital Advisors LLC51,486
0.7% of portfolio›$4.6M
WIN Advisors, Inc51,358
1.8% of portfolio›$4.6M
Balentine LLC51,067
0.2% of portfolio›$4.6M
Palatine Hill Wealth Management, LLC50,908
3.3% of portfolio›$4.6M
Phillip James Consulting Co.50,315
3.0% of portfolio›$4.5M
RDA Financial Network50,264
1.0% of portfolio›$4.5M
Facet Wealth, Inc.49,618
0.1% of portfolio›$4.5M
Catalyst Private Wealth, LLC49,467
1.9% of portfolio›$4.4M
International Private Wealth Advisors LLC49,027
1.8% of portfolio›$4.4M
Secure Asset Management, LLC48,539
0.6% of portfolio›$4.4M
Sanchez Gaunt Capital Management, LLC48,478
2.4% of portfolio›$4.4M
Stevens Capital Partners47,931
0.7% of portfolio›$4.3M
Ascentis Independent Advisors46,843
0.2% of portfolio›$4.2M
Avantax Planning Partners, Inc.46,770
0.1% of portfolio›$4.2M
Compass Financial Management LLC45,669
0.4% of portfolio›$4.1M
ACT Advisors, Llc.45,563
1.3% of portfolio›$4.1M
Oppenheimer Asset Management Inc.45,448
0.0% of portfolio›$4.1M
Centennial Advisors, LLC45,442
4.9% of portfolio›$4.1M
Fiscal Wisdom Wealth Management, LLC44,987
4.8% of portfolio›$4.0M
MBM Wealth Consultants, LLC44,934
0.7% of portfolio›$4.0M
Wagner Wealth Management, Corp44,494
3.1% of portfolio›$4.0M
Bluestem Financial Advisors, LLC43,961
1.4% of portfolio›$3.9M
First Nebraska Trust Co43,269
0.3% of portfolio›$3.9M
Laurel OAK Wealth Management, LLC42,943
0.5% of portfolio›$3.9M
Wright Wealth LLC42,942
2.2% of portfolio›$3.9M
Citigroup Inc42,892
0.0% of portfolio›$3.8M
Key Client Fiduciary Advisors, LLC42,643
1.1% of portfolio›$3.8M
Emergent Wealth Advisors, LLC42,364
2.0% of portfolio›$3.8M
New Wave Wealth Advisors LLC41,922
1.0% of portfolio›$3.8M
Oregon Pacific Wealth Management, LLC41,833
3.5% of portfolio›$3.8M
USAdvisors Wealth Management, LLC41,213
0.0% of portfolio›$3.7K
Corundum Group, Inc.40,963
1.0% of portfolio›$3.7M
Renasant Bank40,889
2.5% of portfolio›$3.7M
Centurion Wealth Management LLC40,841
0.9% of portfolio›$3.7M
Visionary Horizons, LLC40,728
1.5% of portfolio›$3.7M
Maple Capital Management, Inc.40,500
0.2% of portfolio›$3.6M
Triumph Capital Management40,449
0.6% of portfolio›$3.6M
RMR Wealth Builders40,409
0.2% of portfolio›$3.6M
Virtue Capital Management, LLC40,273
0.5% of portfolio›$3.6M
JSF Financial, LLC39,880
0.5% of portfolio›$3.6M
Key Capital Management, Inc39,864
1.3% of portfolio›$3.6M
Certior Financial Group, LLC39,440
1.9% of portfolio›$3.5M
Annex Advisory Services, LLC39,277
0.1% of portfolio›$3.5M
Fermata Advisors, LLC38,908
0.7% of portfolio›$3.5M
Vivid Wealth Management, LLC38,455
1.2% of portfolio›$3.5M
Mezzasalma Advisors, LLC38,156
0.7% of portfolio›$3.4M
Apella Capital, LLC37,837
0.0% of portfolio›$3.5M
Private Trust Co NA37,563
0.3% of portfolio›$3.4M
Outlook Wealth Advisors, LLC37,255
0.7% of portfolio›$3.3M
Midwest Financial Network, LLC37,218
2.3% of portfolio›$3.3M
Acorn Wealth Advisors, LLC37,091
0.8% of portfolio›$3.3M
Summit Financial Wealth Advisors, LLC36,424
0.4% of portfolio›$3.3M
IFC & Insurance Marketing, Inc.36,352
2.8% of portfolio›$3.3M
Asset Allocation & Management Company, LLC36,130
0.0% of portfolio›$3.2K
Alliance Wealth Advisors, LLC36,127
0.6% of portfolio›$3.2M
Investment Management Trust, LLC35,962
2.9% of portfolio›$3.2M
Elevation Wealth Management LLC35,920
2.2% of portfolio›$3.2M
Waterfront Wealth Inc.35,837
0.5% of portfolio›$3.2M
Fortitude Family Office, LLC35,683
0.5% of portfolio›$3.2M
Caliber Wealth Management, LLC / KS35,616
0.3% of portfolio›$3.2M
Cooper Financial Group35,369
0.3% of portfolio›$3.2M
Financial Planning Navigators Corp35,131
1.1% of portfolio›$3.2M
Connecticut Wealth Management, LLC35,004
0.1% of portfolio›$3.1M
Arista Wealth Management, LLC34,864
0.3% of portfolio›$3.1M
StoneX Group Inc.34,764
0.1% of portfolio›$3.1M
Worth Financial Advisory Group, LLC34,586
1.3% of portfolio›$3.1M
Grimes & Co Wealth Management, LLC34,581
0.1% of portfolio›$3.1M
Schneider Downs Wealth Management Advisors, LP34,566
0.3% of portfolio›$3.1M
Spectrum Strategic Capital Management, LLC33,864
1.5% of portfolio›$3.0M
Norden Group LLC33,681
0.2% of portfolio›$3.0M
M Holdings Securities, Inc.33,660
0.0% of portfolio›$3.0K
Indivisible Partners33,449
0.1% of portfolio›$3.0M
Westover Capital Advisors, LLC33,405
0.5% of portfolio›$3.0M
Optima Capital LLC33,254
1.2% of portfolio›$3.0M
Nemes Rush Group LLC33,238
0.2% of portfolio›$3.0M
Tounjian Advisory Partners, LLC32,374
1.3% of portfolio›$2.9M
McKinley Carter Wealth Services, Inc.32,005
0.1% of portfolio›$2.9M
Stackstone Wealth, LLC32,003
0.3% of portfolio›$2.9M
Fulcrum Equity Management31,846
2.3% of portfolio›$2.9M
Financial Advisory Partners, LLC31,665
0.8% of portfolio›$2.8M
Robbins Farley30,974
1.1% of portfolio›$2.8M
Butensky & Cohen Financial Security, Inc30,962
0.7% of portfolio›$2.8M
Selby Wealth Management, LLC30,530
1.0% of portfolio›$2.7M
SBI Securities Co., Ltd.30,146
0.1% of portfolio›$2.7M
DWM Financial Group, Inc.30,117
2.1% of portfolio›$2.7M
Americana Partners, LLC30,090
0.1% of portfolio›$2.7M
LexAurum Advisors, LLC29,979
0.3% of portfolio›$2.7M
Narus Financial Partners, LLC29,894
0.7% of portfolio›$2.7M
My Personal CFO, LLC29,656
1.0% of portfolio›$2.7M
Silverlake Wealth Management LLC29,619
0.5% of portfolio›$2.7M
Frisco Financial Planning LLC29,479
2.1% of portfolio›$2.6M
United Advisor Group, LLC29,411
0.3% of portfolio›$2.6M
Acorn Financial Advisory Services Inc29,402
0.3% of portfolio›$2.6M
Kavar Capital Partners Group, LLC29,335
0.3% of portfolio›$2.6M
Sharkey, Howes & Javer29,088
0.3% of portfolio›$2.6M
Cottage Street Advisors LLC28,941
1.0% of portfolio›$2.6M
Sound Income Strategies, LLC28,928
0.1% of portfolio›$2.6M
Sovran Advisors, LLC28,914
0.2% of portfolio›$2.6M
Spire Wealth Management28,499
0.1% of portfolio›$2.6M
Archer Investment Management, LLC28,416
0.8% of portfolio›$2.6M
Hutchens & Kramer Investment Management Group, LLC28,336
0.8% of portfolio›$2.5M
Retirement Planning Group, LLC28,333
0.1% of portfolio›$2.5M
Albion Financial Group28,230
0.1% of portfolio›$2.5M
Matauro, LLC28,056
0.3% of portfolio›$2.5M
Calamos Advisors LLC28,045
0.0% of portfolio›$2.5M
Koshinski Asset Management, Inc.28,000
0.1% of portfolio›$2.5M
October Effect Ltd27,669
2.5% of portfolio›$2.5M
Evanson Financial, LLC27,537
0.1% of portfolio›$2.5M
Hofer & Associates. Inc27,460
1.7% of portfolio›$2.5M
RED Crane Wealth Management, LLC27,460
1.7% of portfolio›$2.5M
Sentinel Pension Advisors, LLC27,448
0.3% of portfolio›$2.5M
Aspen Wealth Management LLC27,231
0.4% of portfolio›$2.4M
Riggs Asset Managment Co. Inc.27,022
0.4% of portfolio›$2.4M
Sigma Planning Corp26,630
0.1% of portfolio›$2.4M
Realta Investment Advisors26,130
0.7% of portfolio›$2.3M
Redwood Financial Network Corp25,716
1.3% of portfolio›$2.3M
Asio Capital, LLC25,677
0.3% of portfolio›$2.3M
Fulcrum Capital LLC25,338
0.4% of portfolio›$2.3M
Mendel Money Management25,330
0.8% of portfolio›$2.3M
Brooklyn FI, LLC25,310
0.3% of portfolio›$2.3M
Brighton Jones LLC25,146
0.0% of portfolio›$2.3M
Root Financial Partners, LLC25,122
0.1% of portfolio›$2.3M
Rooted Wealth Advisors, Inc.25,070
0.5% of portfolio›$2.2M
Strategic Family Wealth Counselors, L.L.C.24,617
0.5% of portfolio›$2.2M
Pinion Investment Advisors, LLC24,427
0.4% of portfolio›$2.2M
Sanchez Wealth Management Group23,954
6.5% of portfolio›$2.2M
Uptick Partners, LLC23,663
0.3% of portfolio›$2.1M
LifeWealth Investments, LLC23,613
0.6% of portfolio›$2.1M
Cullen Investment Group, Ltd.23,596
0.3% of portfolio›$2.2M
Treasure Coast Financial Planning23,592
1.0% of portfolio›$2.1M
Raab & Moskowitz Asset Management LLC23,161
0.4% of portfolio›$2.1M
Prosperity Financial Group, Inc.23,099
0.6% of portfolio›$2.1M
CGN Advisors LLC23,084
0.2% of portfolio›$2.1M
Inscription Capital, LLC22,742
0.2% of portfolio›$2.0M
BAM Wealth Management, LLC22,556
1.1% of portfolio›$2.0M
Shaker Investments LLC22,479
0.8% of portfolio›$2.0M
Town Capital LLC22,348
1.3% of portfolio›$2.0M
Harmony Asset Management LLC22,295
0.5% of portfolio›$2.0M
Woodmont Investment Counsel LLC22,183
0.1% of portfolio›$2.0M
SFM, LLC d/b/a Sweeney Financial Advisors22,037
1.0% of portfolio›$2.0M
Cliftonlarsonallen Wealth Advisors, LLC21,993
0.0% of portfolio›$2.0M
Peck Wealth Management, LLC21,946
1.7% of portfolio›$2.0M
Puff Wealth Management, LLC21,742
1.8% of portfolio›$2.0M
Advisor Resource Council21,633
0.7% of portfolio›$2.0M
Stegent Equity Advisors, Inc.21,613
1.5% of portfolio›$1.9M
Strong Retirement Solutions LLC21,599
1.1% of portfolio›$1.9M
APS Management Group, Inc.21,027
1.4% of portfolio›$1.9M
Hartford Financial Management Inc.20,737
0.4% of portfolio›$1.9M
Wilkins Miller Wealth Management, LLC20,586
1.0% of portfolio›$1.8M
Concord Wealth Partners20,579
0.2% of portfolio›$1.8M
Soundwatch Capital LLC20,456
0.2% of portfolio›$1.9M
Wealth Group Ltd20,342
0.3% of portfolio›$1.8M
Orgel Wealth Management, LLC20,040
0.0% of portfolio›$1.8M
Stirlingshire Investments, Inc.20,020
1.3% of portfolio›$1.8M
Concord Asset Management, LLC19,941
0.3% of portfolio›$1.8M
Bright Futures Wealth Management, Llc.19,940
1.2% of portfolio›$1.8M
Redhawk Wealth Advisors, Inc.19,828
0.2% of portfolio›$1.8M
GoalVest Advisory LLC19,690
0.3% of portfolio›$1.8M
Foronjy Financial LLC19,655
0.6% of portfolio›$1.8M
Verdence Capital Advisors LLC19,424
0.1% of portfolio›$1.7M
King Luther Capital Management Corp19,306
0.0% of portfolio›$1.7M
Quest 10 Wealth Builders, Inc.19,189
1.3% of portfolio›$1.7M
EverSource Wealth Advisors, LLC19,123
0.1% of portfolio›$1.7M
Visionary Wealth Advisors19,080
0.1% of portfolio›$1.7M
Invested Advisors18,923
1.4% of portfolio›$1.7M
Landmark Wealth Management, LLC18,510
0.4% of portfolio›$1.7M
Mission Wealth Management, LP18,226
0.0% of portfolio›$1.6M
WealthPlan Investment Management, LLC18,180
0.1% of portfolio›$1.6M
Great Lakes Retirement, Inc.18,009
0.1% of portfolio›$1.6M
Cherry Tree Wealth Management, LLC17,913
0.3% of portfolio›$1.6M
Stewardship Advisors, LLC17,852
0.3% of portfolio›$1.6M
Resonant Capital Advisors, LLC17,848
0.1% of portfolio›$1.6M
Keystone Wealth Services, LLC17,834
0.3% of portfolio›$1.6M
MFG Wealth Management, Inc.17,801
1.2% of portfolio›$1.6M
Asset Dedication, LLC17,674
0.1% of portfolio›$1.6M
Orin Green Financial, LLC17,671
0.6% of portfolio›$1.6M
LongView Wealth Management17,639
0.4% of portfolio›$1.6M
Watershed Private Wealth LLC17,430
0.4% of portfolio›$1.6M
Flagship Private Wealth, LLC17,398
0.5% of portfolio›$1.6M
Soltis Investment Advisors LLC17,339
0.1% of portfolio›$1.6M
Omnitrust Wealth Management, Inc17,306
1.8% of portfolio›$1.6M
Bensler, LLC17,295
0.1% of portfolio›$1.6M
Clear Point Advisors Inc.17,188
1.1% of portfolio›$1.5M
Cyndeo Wealth Partners, LLC17,003
0.1% of portfolio›$1.5M
Cape Investment Advisory, Inc.16,959
0.4% of portfolio›$1.5M
Kathmere Capital Management, LLC16,811
0.1% of portfolio›$1.5M
tru Independence LLC16,643
0.6% of portfolio›$1.5M
W.H. Cornerstone Investments Inc.16,502
0.8% of portfolio›$1.5M
Millennium Capital Advisors, LLC16,386
0.8% of portfolio›$1.5M
Tlwm16,271
0.2% of portfolio›$1.5M
Retirement Planning Co of New England, Inc.16,112
0.5% of portfolio›$1.4M
Blue Jean Financial LLC16,098
0.9% of portfolio›$1.4M
Cullen T Bankers, Inc.16,016
0.0% of portfolio›$1.4M
MBE Wealth Management, LLC15,991
0.5% of portfolio›$1.4M
Csenge Advisory Group15,984
0.1% of portfolio›$1.4M
Summit Investment Advisory Services, LLC15,731
0.4% of portfolio›$1.4M
Alamar Capital Management, LLC15,700
0.7% of portfolio›$1.4M
Capital Advisors, Ltd. LLC15,695
0.0% of portfolio›$1.4K
Kingdom Financial Group Llc.15,685
0.4% of portfolio›$1.4M
Nicholas Wealth, Llc.15,679
0.7% of portfolio›$1.4M
Professional Financial Advisors, LLC15,661
0.2% of portfolio›$1.4M
Bernardo Wealth Planning LLC15,558
0.1% of portfolio›$1.4M
RIA Advisory Group LLC15,279
0.4% of portfolio›$1.4M
Financial Management Network Inc15,254
0.2% of portfolio›$1.4M
Kachkovsky & Fisher, Inc.15,247
1.2% of portfolio›$1.4M
Onyx Bridge Wealth Group LLC15,160
0.1% of portfolio›$1.4M
Weaver Consulting Group15,120
0.3% of portfolio›$1.4M
Clearstead Advisors, LLC14,744
0.0% of portfolio›$1.3M
Cornerstone Planning Group LLC14,685
0.2% of portfolio›$1.3M
Legacy Wealth Partners, LLC14,542
0.3% of portfolio›$1.3M
4Wealth Advisors, Inc.14,508
0.9% of portfolio›$1.3M
GK Wealth Management LLC14,495
0.7% of portfolio›$1.3M
WealthCare Investment Partners, LLC14,457
0.3% of portfolio›$1.3M
Fingerlakes Wealth Management, Inc.14,417
0.7% of portfolio›$1.3M
Montgomery Financial Services LLC14,201
1.0% of portfolio›$1.3M
Thompson Davis & Co., Inc.14,075
0.8% of portfolio›$1.3M
Confluence Wealth Services, Inc.14,068
0.0% of portfolio›$1.3M
Keybank National Association14,056
0.0% of portfolio›$1.3M
Embree Financial Group14,034
0.1% of portfolio›$1.3M
Quadcap Wealth Management, LLC13,973
0.1% of portfolio›$1.3M
Obsidian CIO, LLC13,708
0.9% of portfolio›$1.2M
G&S Capital LLC13,658
0.4% of portfolio›$1.2M
Voisard Asset Management Group, Inc.13,575
0.2% of portfolio›$1.2M
Foresight Capital Management Advisors, Inc.13,561
0.6% of portfolio›$1.2M
Rockwood Wealth Management, LLC13,551
0.1% of portfolio›$1.2M
Gibbs Wealth Management13,511
0.1% of portfolio›$1.2M
Ayalon Insurance Comp Ltd.13,500
0.0% of portfolio›$1.2K
William Mack & Associates, Inc.13,478
0.4% of portfolio›$1.2M
PCA Investment Advisory Services Inc.13,336
0.3% of portfolio›$1.2M
Smith Asset Management Co., LLC13,224
1.0% of portfolio›$1.2M
Capital Investment Advisors, LLC13,033
0.0% of portfolio›$1.2M
Whelan Financial12,918
0.3% of portfolio›$1.2M
World Equity Group, Inc.12,911
0.5% of portfolio›$1.2M
Community Bank, N.A.12,890
0.1% of portfolio›$1.2M
Zega Investments, LLC12,671
0.1% of portfolio›$1.1M
Baker Tilly Wealth Management, LLC12,575
0.2% of portfolio›$1.1M
SeaCrest Wealth Management, LLC12,492
0.1% of portfolio›$1.1M
Fiduciary Financial Group, LLC12,428
0.1% of portfolio›$1.1M
Delta Wealth Advisors LLC12,291
0.8% of portfolio›$1.1M
Elevation Point Wealth Partners, LLC12,202
0.0% of portfolio›$1.1M
Schorn Wealth LLC12,085
0.3% of portfolio›$1.1M
Athena Wealth Management, LLC12,044
0.8% of portfolio›$1.1M
Vantage Investment Partners, LLC11,912
0.1% of portfolio›$1.1M
Next Level Wealth Planning, LLC11,696
0.4% of portfolio›$1.0M
Accurate Wealth Management, LLC11,649
0.1% of portfolio›$1.1M
Five Oceans Advisors11,503
0.4% of portfolio›$1.0M
Barnes Dennig Private Wealth Management LLC11,457
0.9% of portfolio›$1.0M
Carmel Capital Partners, LLC11,398
0.4% of portfolio›$1.0M
Mallini Complete Financial Planning LLC11,368
0.7% of portfolio›$1.0M
A4 Wealth Advisors LLC11,356
0.7% of portfolio›$1.0M
FFG Partners, LLC11,331
0.3% of portfolio›$1.0M
Integrity Wealth Partners, LLC11,200
0.8% of portfolio›$1.0M
Avior Wealth Management, LLC11,060
0.0% of portfolio›$992.8K
Prevail Innovative Wealth Advisors, LLC11,015
0.1% of portfolio›$1.0M
Sound Financial Strategies Group, LLC10,923
0.7% of portfolio›$980.4K
Signature Estate & Investment Advisors LLC10,801
0.0% of portfolio›$969.5K
Kelsey Financial, LLC10,725
0.8% of portfolio›$962.7K
Chemistry Wealth Management LLC10,607
0.1% of portfolio›$952.1K
WealthBridge Capital Management, LLC10,553
0.2% of portfolio›$947.2K
Taylor Securities Services, Inc.10,445
0.4% of portfolio›$937.5K
MJT & Associates Financial Advisory Group, Inc.10,422
0.6% of portfolio›$935.5K
D.A. Davidson & Co.10,193
0.0% of portfolio›$915.0K
Key FInancial Inc10,184
0.1% of portfolio›$914.1K
Fifth Third Wealth Advisors LLC10,160
0.0% of portfolio›$912.0K
Vontobel Holding Ltd.10,124
0.0% of portfolio›$908.7K
Hughes Financial Services, LLC10,044
0.1% of portfolio›$909.9K
Trilogy Capital Inc.10,007
0.0% of portfolio›$898.3K
Sensible Money, LLC9,954
0.2% of portfolio›$893.5K
High Note Wealth, LLC9,913
0.1% of portfolio›$889.8K
CPC Advisors, LLC9,833
0.1% of portfolio›$882.6K
Roman Butler Fullerton & Co9,719
0.2% of portfolio›$877.1K
Raleigh Capital Management Inc.9,691
0.3% of portfolio›$869.8K
Liberty Atlantic Advisors LLC9,552
0.5% of portfolio›$857.4K
Catalyst Financial Partners LLC9,503
0.1% of portfolio›$853.0K
Financial Partners Group, Inc9,450
0.1% of portfolio›$848.3K
Summit Global Investments9,444
0.0% of portfolio›$848
Quartz Partners, LLC9,428
0.3% of portfolio›$846.2K
Defined Wealth Management, LLC9,423
0.4% of portfolio›$845.8K
Pioneer Family Office, LLC9,410
0.4% of portfolio›$844.6K
Ascentis Wealth Management, LLC9,390
0.1% of portfolio›$842.8K
Provenance Wealth Advisors, LLC9,370
0.0% of portfolio›$841.1K
Targeted Financial Services LLC9,290
0.6% of portfolio›$833.9K
Optimist Retirement Group LLC9,281
0.3% of portfolio›$831.1K
Mainsail Financial Group, LLC9,269
0.3% of portfolio›$832.0K
Lockerman Financial Group, Inc.9,261
1.2% of portfolio›$831.3K
Transce3nd, LLC9,249
0.8% of portfolio›$841.6K
Wellment Financial9,204
0.9% of portfolio›$826.2K
Cranbrook Wealth Management, LLC9,095
0.2% of portfolio›$816.4K
Laurel Wealth Advisors LLC9,015
0.1% of portfolio›$809.2K
Summit Financial Strategies, Inc.8,986
0.1% of portfolio›$806.6K
Consolidated Capital Management, LLC8,977
0.2% of portfolio›$805.8K
Shira Ridge Wealth Management8,975
0.3% of portfolio›$805.6K
SteelPeak Wealth, LLC8,937
0.0% of portfolio›$802.1K
Global X Japan Co., Ltd.8,917
0.0% of portfolio›$800.4K
Breachway Investments LLC8,909
1.2% of portfolio›$799.7K
Chris Bulman Inc8,799
0.3% of portfolio›$789.8K
Wedmont Private Capital8,767
0.0% of portfolio›$798.5K
Arlington Trust Co LLC8,763
0.1% of portfolio›$786.6K
Waterway Wealth Management, LLC8,743
0.1% of portfolio›$784.8K
Jacobi Capital Management LLC8,737
0.0% of portfolio›$784.2K
Valeo Financial Advisors, LLC8,676
0.0% of portfolio›$778.8K
Emerald Advisors, LLC8,639
0.1% of portfolio›$775.4K
Two West Capital Advisors LLC8,605
0.4% of portfolio›$773.9K
Altrius Capital Management Inc8,500
0.1% of portfolio›$763.0K
Revisor Wealth Management LLC8,470
0.2% of portfolio›$760.6K
Southland Equity Partners LLC8,435
0.1% of portfolio›$757.1K
Joel Adams & Associates, Inc.8,402
0.5% of portfolio›$754.1K
Corrado Advisors, LLC8,348
0.4% of portfolio›$749.3K
Cornell Pochily Investment Advisors, Inc.8,159
0.2% of portfolio›$732.4K
Western Financial Corp8,095
0.2% of portfolio›$726.6K
Curbstone Financial Management Corp8,088
0.1% of portfolio›$726.0K
Kestra Investment Management, LLC8,069
0.0% of portfolio›$724.3K
POM Investment Strategies, LLC8,011
0.6% of portfolio›$719.1K
HBW Advisory Services LLC7,988
0.1% of portfolio›$717.0K
Acropolis Investment Management, LLC7,985
0.0% of portfolio›$716.8K
Canvas Wealth Advisors, LLC7,980
0.1% of portfolio›$722.9K
Summit Financial Consulting LLC7,840
0.5% of portfolio›$703.7K
Opulen Financial Group LLC7,801
0.4% of portfolio›$700.2K
Pacific Excel Wealth Advisors, Inc.7,665
0.8% of portfolio›$688.0K
Aspiriant, LLC7,592
0.0% of portfolio›$681.5K
Rockland Trust Co7,566
0.0% of portfolio›$679.1K
Prospera Financial Services Inc7,560
0.0% of portfolio›$672.6K
MY Wealth Management Inc.7,551
0.5% of portfolio›$677.8K
Manske Wealth Management7,514
0.2% of portfolio›$674.5K
Castleview Partners, LLC7,500
0.3% of portfolio›$673.3K
Summit Wealth Group LLC / Co7,342
0.0% of portfolio›$659.0K
Cypress Financial Planning LLC7,321
0.2% of portfolio›$657.1K
Tarbox Family Office, Inc.7,304
0.1% of portfolio›$655.6K
Accredited Investors Inc.7,287
0.0% of portfolio›$654.1K
Scarborough Advisors, LLC7,235
2.7% of portfolio›$649.4K
Wells Financial Advisors Inc7,200
6.0% of portfolio›$646.3K
Defender Capital, Llc.7,200
0.2% of portfolio›$646.3K
Plante Moran Financial Advisors, LLC7,200
0.0% of portfolio›$646.3K
Provident Wealth Management, LLC7,180
0.2% of portfolio›$644.5K
MLG Wealth Management DBA Pine Grove Financial Group7,177
0.1% of portfolio›$644.2K
Portland Financial Advisors Inc7,071
1.1% of portfolio›$634.7K
Peak Financial Advisors LLC7,020
0.3% of portfolio›$630.1K
Culbertson A N & Co Inc6,900
0.1% of portfolio›$619.3K
Financial Network Wealth Advisors LLC6,886
0.6% of portfolio›$618.1K
Relyea Zuckerberg Hanson LLC6,861
0.1% of portfolio›$615.8K
Diligent Investors, LLC6,800
0.1% of portfolio›$610.4K
Citizens & Northern Corp6,729
0.1% of portfolio›$604.0K
Lantern Wealth Advisors, LLC6,673
0.3% of portfolio›$598.9K
CWA Asset Management Group, LLC6,669
0.0% of portfolio›$598.6K
Deane Retirement Strategies, Inc.6,500
0.2% of portfolio›$583.4K
Symphony Financial, Ltd. Co.6,471
0.1% of portfolio›$583.6K
Noble Family Wealth, LLC6,326
0.1% of portfolio›$567.8K
Washington Trust Co6,316
0.0% of portfolio›$566.9K
Westside Investment Management, Inc.6,287
0.1% of portfolio›$565.3K
Trail Ridge Investment Advisors, LLC6,285
0.2% of portfolio›$564.1K
Nikulski Financial, Inc.6,178
0.1% of portfolio›$554.5K
Destiny Wealth Partners, LLC6,136
0.1% of portfolio›$543.1K
Crew Capital Management, Ltd6,101
0.3% of portfolio›$547.6K
Trust Co of the South6,079
0.1% of portfolio›$545.7K
Matrix Trust Co6,035
0.0% of portfolio›$542
Miramontes Capital, LLC6,032
0.2% of portfolio›$541.4K
PFG Private Wealth Management, LLC6,021
0.2% of portfolio›$540.5K
Liberty Capital Management, Inc.5,954
0.1% of portfolio›$534.4K
Graetz Wealth LLC5,951
0.4% of portfolio›$534.1K
Mystic Asset Management, Inc.5,915
0.1% of portfolio›$530.9K
SigFig Wealth Management, LLC5,852
0.0% of portfolio›$525.3K
Flower City Capital5,848
0.2% of portfolio›$524.9K
USA Financial Formulas5,831
0.1% of portfolio›$523.4K
SpringVest Wealth Management LLC5,830
0.3% of portfolio›$523.3K
Councilor Wealth, LLC5,729
0.2% of portfolio›$514.3K
Buska Wealth Management, LLC5,711
0.2% of portfolio›$512.6K
Laurel Wealth Planning LLC5,661
0.2% of portfolio›$508.1K
Moody National Bank Trust Division5,627
0.0% of portfolio›$505.1K
Guardian Wealth Advisors, LLC5,622
0.3% of portfolio›$509.4K
Romano Brothers and Company5,539
0.1% of portfolio›$497.2K
Nicollet Investment Management, Inc.5,503
0.0% of portfolio›$494
Global Trust Asset Management, LLC5,488
0.2% of portfolio›$492.6K
Patten Group, Inc.5,458
0.1% of portfolio›$489.9K
Ironwood Financial, llc5,443
0.1% of portfolio›$488.6K
Macroview Investment Management LLC5,403
0.3% of portfolio›$485.0K
Leverty Financial Group, LLC5,391
0.1% of portfolio›$483.9K
Old Port Advisors5,381
0.1% of portfolio›$483.0K
Focused Alpha, LLC5,365
0.1% of portfolio›$481.6K
True Link Financial Advisors, LLC5,321
0.0% of portfolio›$477.6K
Approach Retirement Advisors, LLC5,305
0.4% of portfolio›$476.1K
HB Wealth Management, LLC5,253
0.0% of portfolio›$471.5K
Colonial River Investments, LLC5,188
0.1% of portfolio›$465.7K
Helium Advisors LLC5,172
0.4% of portfolio›$464.2K
Private Client Services, LLC5,168
0.1% of portfolio›$463.9K
Traveka Wealth, LLC5,134
0.1% of portfolio›$460.8K
Claro Advisors Inc.5,067
0.0% of portfolio›$454.8K
Fortitude Advisory Group L.L.C.5,048
0.2% of portfolio›$453.1K
Ejmk Ventures LLC5,048
0.2% of portfolio›$453.1K
Urban Wealth Management, LLC5,026
0.4% of portfolio›$451.1K
Northeast Investment Management5,000
0.0% of portfolio›$448.8K
James J. Burns & Company, LLC4,989
0.0% of portfolio›$447.7K
Forvis Mazars Wealth Advisors, LLC4,985
0.0% of portfolio›$447.5K
Santori & Peters, Inc.4,984
0.1% of portfolio›$447.4K
Hurley Capital, LLC4,958
0.2% of portfolio›$445.1K
Abner Herrman & Brock LLC4,950
0.0% of portfolio›$444
15 Wealth Advisors LLC4,931
0.1% of portfolio›$442.9K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management4,909
0.0% of portfolio›$440.6K
Heartwood Wealth Advisors LLC4,883
0.0% of portfolio›$438.3K
Sagespring Wealth Partners, LLC4,834
0.0% of portfolio›$433.9K
Synergy Asset Management, LLC4,721
0.0% of portfolio›$423.8K
Destiny Capital Corp4,717
0.2% of portfolio›$423.4K
International Assets Investment Management, LLC4,691
0.0% of portfolio›$421.9K
Rayburn West Financial Services LLC4,678
0.2% of portfolio›$419.9K
Milestone Asset Management, LLC4,651
0.1% of portfolio›$417.6K
Fulton Bank, N.A.4,626
0.0% of portfolio›$415.2K
GSG Advisors LLC4,608
0.1% of portfolio›$413.6K
Prosperitas Financial LLC4,566
0.1% of portfolio›$409.8K
Ignite Planners, LLC4,544
0.1% of portfolio›$408.6K
Guidance Capital, Inc4,541
0.1% of portfolio›$402.0K
CIBC Asset Management Inc4,532
0.0% of portfolio›$406.8K
Global Wealth Management Investment Advisory, Inc.4,520
0.1% of portfolio›$405.7K
Burns J W & Co Inc4,458
0.0% of portfolio›$400.2K
Silver Grove Financial Group, Inc.4,425
0.2% of portfolio›$397.2K
SMI Advisory Services, LLC4,412
0.1% of portfolio›$404.3K
Vigilare Wealth Management4,382
0.1% of portfolio›$393.4K
Cerro Pacific Wealth Advisors LLC4,377
0.1% of portfolio›$392.9K
Inspirion Wealth Advisors, LLC4,375
0.0% of portfolio›$392.7K
Milestone Asset Management Group, LLC4,281
0.2% of portfolio›$384.3K
Tortuga Wealth Management, Inc4,243
0.3% of portfolio›$381.1K
Integrated Advisors Network LLC4,221
0.0% of portfolio›$378.8K
Orange Investment Advisors, Inc.4,178
0.0% of portfolio›$375.0K
Legacy Capital Wealth Partners, LLC4,172
0.1% of portfolio›$374.5K
Successful Portfolios LLC4,159
0.2% of portfolio›$379.3K
Schulz Wealth, Ltd.4,126
0.2% of portfolio›$370.4K
Howard Capital Management Group, LLC4,121
0.0% of portfolio›$369.9K
Krilogy Financial LLC4,109
0.0% of portfolio›$376.3K
TCP Asset Management, LLC4,095
0.0% of portfolio›$371.0K
Certified Advisory Corp4,090
0.0% of portfolio›$367.1K
Huntleigh Advisors, Inc.4,080
0.1% of portfolio›$366.2K
Evolution Wealth Advisors, LLC4,071
0.0% of portfolio›$365.4K
James T. Borello RIA4,054
0.1% of portfolio›$363.9K
Buck Wealth Strategies, LLC4,040
0.0% of portfolio›$362.7K
Opus Capital Group, LLC4,035
0.0% of portfolio›$362
Bluedoor Private Wealth, LLC4,032
0.2% of portfolio›$361.9K
Balboa Wealth Partners4,004
0.0% of portfolio›$359.4K
Signaturefd, LLC3,988
0.0% of portfolio›$358.0K
JFS Wealth Advisors, LLC3,981
0.0% of portfolio›$357.3K
Winthrop Advisory Group LLC3,980
0.0% of portfolio›$357.2K
New Harbor Financial Group, LLC3,953
0.1% of portfolio›$354.8K
Choreo, LLC3,949
0.0% of portfolio›$354.4K
Platform Technology Partners3,935
0.1% of portfolio›$353.2K
Dagco, Inc.3,919
0.1% of portfolio›$351.8K
Cedar Point Capital Partners, LLC3,872
0.2% of portfolio›$347.6K
Parkside Financial Bank & Trust3,860
0.0% of portfolio›$346.4K
Abundance Wealth Counselors3,852
0.0% of portfolio›$345.8K
Global Financial Private Client, LLC3,817
0.1% of portfolio›$342.6K
Brown, Lisle Ings, Inc.3,777
0.1% of portfolio›$339.0K
Fourpath Capital Management, LLC3,766
0.0% of portfolio›$338.0K
FF Advisors,LLC3,738
0.1% of portfolio›$335.5K
Boomfish Wealth Group, LLC3,726
0.1% of portfolio›$334.4K
Networth Advisors, LLC3,659
0.2% of portfolio›$328.4K
Foguth Wealth Management, Llc.3,655
0.0% of portfolio›$328.3K
KPP Advisory Services LLC3,643
0.1% of portfolio›$327.0K
Plan Group Financial, LLC3,633
0.1% of portfolio›$328.9K
Plan A Wealth LLC3,571
0.1% of portfolio›$320.5K
Asset Advisors Investment Management, LLC3,549
0.0% of portfolio›$318.6K
Unique Wealth, LLC3,546
0.0% of portfolio›$318.3K
Clark Asset Management, LLC3,531
0.0% of portfolio›$317.0K
Traphagen Investment Advisors LLC3,524
0.0% of portfolio›$316.3K
Shotwell Rutter Baer Inc3,503
0.2% of portfolio›$314.4K
Magnus Financial Group LLC3,501
0.0% of portfolio›$314.3K
One Wealth Capital Management, LLC3,463
0.1% of portfolio›$310.8K
Pacific Park Financial, Inc.3,438
0.2% of portfolio›$308.6K
Lakeshore Financial Planning, Inc.3,426
0.1% of portfolio›$307.5K
Wesbanco Bank Inc3,424
0.0% of portfolio›$307.3K
Forum Financial Management, LP3,423
0.0% of portfolio›$307.3K
Wrenne Financial Planning LLC3,419
0.1% of portfolio›$306.9K
PDS Planning, Inc3,418
0.0% of portfolio›$306.8K
Seelaus Asset Management LLC3,395
0.2% of portfolio›$304.8K
First City Capital Management, Inc.3,386
0.1% of portfolio›$303.9K
Accel Wealth Management3,348
0.1% of portfolio›$300.5K
Eclectic Associates Inc3,346
0.0% of portfolio›$300.3K
Entrewealth, LLC3,335
0.1% of portfolio›$299.4K
Chesley Taft & Associates LLC3,328
0.0% of portfolio›$298.7K
Lee Financial Co3,326
0.0% of portfolio›$298.5K
Brown Wealth Management, LLC3,312
0.1% of portfolio›$297.3K
Rockline Wealth Management, LLC3,288
0.1% of portfolio›$295.1K
McAdam, LLC3,244
0.0% of portfolio›$291.1K
Box Hill Private Wealth LLC3,216
0.2% of portfolio›$288.6K
Mid-American Wealth Advisory Group, Inc.3,210
0.1% of portfolio›$288.1K
B.A. Schrock Wealth Management, Inc.3,201
0.1% of portfolio›$287.8K
Fusion Family Wealth, LLC3,190
0.0% of portfolio›$286.3K
Guyasuta Investment Advisors Inc3,178
0.0% of portfolio›$285.3K
Kendall Capital Management3,159
0.0% of portfolio›$283.6K
Team Financial Group, LLC3,149
0.1% of portfolio›$282.7K
Tompkins Financial Corp3,146
0.0% of portfolio›$282.4K
Blue Line Capital, LLC / IL3,116
0.2% of portfolio›$279.7K
Trust Co of Vermont3,081
0.0% of portfolio›$276.6K
Penbrook Management LLC3,075
0.2% of portfolio›$276.0K
Optivise Advisory Services LLC3,067
0.1% of portfolio›$275.3K
South Shore Capital Advisors3,059
0.2% of portfolio›$274.6K
Aaron Wealth Advisors LLC3,055
0.0% of portfolio›$274.2K
AJ Advisors, LLC3,051
0.1% of portfolio›$273.8K
Parsons Capital Management Inc3,044
0.0% of portfolio›$273.2K
Glenview Trust Co3,023
0.0% of portfolio›$271.3K
Essex Bank3,006
0.1% of portfolio›$269.8K
Regions Financial Corp3,000
0.0% of portfolio›$269.3K
Pictet North America Advisors SA3,000
0.0% of portfolio›$269.3K
Nova Financial LLC2,985
0.1% of portfolio›$267.9K
Moller Wealth Partners2,984
0.0% of portfolio›$267.8K
Opal Wealth Advisors, LLC2,971
0.1% of portfolio›$266.7K
Point Windward Advisors Inc.2,941
0.1% of portfolio›$264.0K
City Center Advisors, LLC2,935
0.2% of portfolio›$263.4K
Crescent Grove Advisors, LLC2,929
0.0% of portfolio›$262.9K
Kaydan Wealth Management, Inc.2,876
0.1% of portfolio›$258.2K
Hippocratic Financial Advisors, LLC2,859
0.1% of portfolio›$256.6K
Pinnacle Bancorp, Inc.2,857
0.1% of portfolio›$256.4K
Next Level Private LLC2,853
0.0% of portfolio›$256.1K
Financial Consulate, Inc2,811
0.0% of portfolio›$252.3K
Wealth Preservation Advisors, LLC2,810
0.1% of portfolio›$252.2K
Edgemoor Investment Advisors, Inc.2,799
0.0% of portfolio›$251.2K
Green Ridge Wealth Planning LLC2,780
0.1% of portfolio›$249.5K
Fagan Associates, Inc.2,759
0.0% of portfolio›$247.6K
Baring Financial LLC2,756
0.1% of portfolio›$247.4K
Princeton Global Asset Management LLC2,721
0.0% of portfolio›$244.2K
Orba Wealth Advisors, L.L.C.2,675
0.2% of portfolio›$240.1K
Cypress Capital Group2,674
0.0% of portfolio›$240.0K
Pinkerton Wealth, LLC2,669
0.0% of portfolio›$239.6K
True Freedom Investing, LLC2,669
0.0% of portfolio›$239.6K
Sage Mountain Advisors LLC2,655
0.0% of portfolio›$238.3K
CogentBlue Wealth Advisors, LLC2,625
0.2% of portfolio›$235.6K
MFA Wealth Services2,619
0.1% of portfolio›$235.1K
Great Waters Wealth Management2,618
0.0% of portfolio›$235.0K
Lane Brothers & Co Inc2,607
0.2% of portfolio›$234.0K
Broussard Financial Group LLC2,596
0.2% of portfolio›$233.0K
Linscomb Wealth, Inc.2,591
0.0% of portfolio›$232.6K
Florida Trust Wealth Management Co2,581
0.0% of portfolio›$231.7K
Signature Equity Partners, LLC2,579
0.1% of portfolio›$231.5K
Kingsman Wealth Management, Inc.2,576
0.1% of portfolio›$231.2K
Global Trust Wealth Management LLC2,559
0.2% of portfolio›$229.7K
OFS Enterprise LLC2,546
0.1% of portfolio›$228.5K
Curated Wealth Partners LLC2,546
0.0% of portfolio›$228.5K
Salomon & Ludwin, LLC2,524
0.0% of portfolio›$226.6K
Brian LOW Financial Group, LLC2,515
0.1% of portfolio›$225.8K
Finer Wealth Management, Inc.2,486
0.1% of portfolio›$223.1K
Stonebridge Financial Group, LLC2,471
0.0% of portfolio›$221.8K
Greenup Street Wealth Management LLC2,467
0.0% of portfolio›$221.4K
Strid Group, LLC2,467
0.0% of portfolio›$221.4K
XML Financial, LLC2,453
0.0% of portfolio›$220.2K
Everhart Financial Group, Inc.2,451
0.0% of portfolio›$220.0K
Radnor Capital Management, LLC2,447
0.0% of portfolio›$219.6K
Breakwater Investment Management2,436
0.1% of portfolio›$218.7K
Investment Research Partners LLC2,429
0.1% of portfolio›$218.0K
Apex Wealth Management, LLC2,417
0.1% of portfolio›$217.0K
GC Wealth Management RIA, LLC2,414
0.0% of portfolio›$216.7K
1620 Investment Advisors, Inc.2,401
0.1% of portfolio›$215.5K
Moody Lynn Lieberson & Walker, LLC2,400
0.0% of portfolio›$215.4K
Ledyard National Bank2,400
0.0% of portfolio›$215.4K
Members Wealth LLC2,373
0.1% of portfolio›$217.0K
Single Point Partners, LLC2,369
0.0% of portfolio›$212.6K
Price Financial Group Wealth Management, Inc2,367
2.6% of portfolio›$216.6K
Alliance Wealth Advisors, LLC2,366
0.1% of portfolio›$212.4K
Sage Financial Management Group, Inc.2,350
0.1% of portfolio›$210.9K
Foster Victor Wealth Advisors, LLC2,328
0.0% of portfolio›$210.0K
Teamwork Financial Advisors, LLC2,313
0.0% of portfolio›$207.7K
Sugar Maple Asset Management, LLC2,290
0.1% of portfolio›$205.6K
Angeles Wealth Management, LLC2,284
0.0% of portfolio›$205.0K
Partners Wealth Management, LLC2,274
0.0% of portfolio›$204.1K
One Way Holdings LLC2,267
0.0% of portfolio›$203.5K
Blueline Advisors LLC2,256
0.1% of portfolio›$202.5K
Zenith Solutions, Inc.2,246
0.2% of portfolio›$201.6K
Legacy Financial Strategies, LLC2,244
0.0% of portfolio›$201.4K
Bullock Wealth Management Group2,201
0.1% of portfolio›$197.9K
Phillips Financial Management, LLC2,139
0.0% of portfolio›$192.0K
Central Trust Co2,012
0.0% of portfolio›$180.6K
Balance Wealth Partners LLC1,954
0.0% of portfolio›$175.4K
UMB Private Wealth Management, LLC1,849
0.2% of portfolio›$166.0K
Wilkerson Advisory Group LLC1,831
0.0% of portfolio›$164.4K
Winthrop Capital Management, LLC1,650
0.0% of portfolio›$148.1K
Chilton Capital Management LLC1,625
0.0% of portfolio›$145.9K
Gamma Investing LLC1,537
0.0% of portfolio›$138.0K
Indiana Trust & Investment Management Co1,500
0.0% of portfolio›$134.6K
RMG Wealth Management LLC1,463
0.0% of portfolio›$131.3K
Signature Resources Capital Management, LLC1,447
0.1% of portfolio›$129.9K
Toth Financial Advisory Corp1,431
0.0% of portfolio›$128.5K
Nfsg Corp1,424
0.0% of portfolio›$127.9K
Woodard & Co Asset Management Group Inc1,359
0.0% of portfolio›$121.9K
Beacon Financial Strategies Corp1,315
0.1% of portfolio›$118.0K
Harbor Asset Planning, Inc.1,201
0.1% of portfolio›$107.8K
Planning Strategies Inc.1,200
0.1% of portfolio›$107.7K
Clearstead Trust, LLC1,180
0.0% of portfolio›$105.9K
TFC Financial Management, Inc.1,130
0.0% of portfolio›$101.4K
Centerpoint Advisors, LLC1,119
0.0% of portfolio›$100
Elevation Wealth Partners, LLC1,098
0.0% of portfolio›$98.6K
Harbor Investment Advisory, LLC1,085
0.0% of portfolio›$97.4K
Wealth Enhancement Trust Services, Inc.1,054
0.0% of portfolio›$94.6K
Align Financial, LLC948
0.0% of portfolio›$85.1K
CX Institutional936
0.0% of portfolio›$84
Winch Advisory Services, LLC927
0.0% of portfolio›$83.2K
United Community Bank916
0.0% of portfolio›$82.2K
Rosenberg Matthew Hamilton913
0.0% of portfolio›$82.0K
Frankly Finances, LLC842
0.1% of portfolio›$75.6K
NorthAvenue LLC777
0.0% of portfolio›$69.7K
Washington Trust Advisors, Inc.766
0.0% of portfolio›$68.8K
North Star Investment Management Corp.591
0.0% of portfolio›$53.0K
TrustBank582
0.0% of portfolio›$52.2K
Pacifica Partners Inc.580
0.0% of portfolio›$52.2K
Thompson Investment Management, Inc.568
0.0% of portfolio›$51.0K
Comprehensive Financial Planning, Inc.559
0.0% of portfolio›$50.2K
Strategic Advocates LLC553
0.2% of portfolio›$49.6K
Trust Co518
0.0% of portfolio›$46.5K
Wilmington Savings Fund Society, FSB515
0.0% of portfolio›$46.2K
Ashton Thomas Securities, LLC487
0.0% of portfolio›$43.7K
Halbert Hargrove Global Advisors, LLC474
0.0% of portfolio›$42.5K
Highline Wealth Partners LLC470
0.0% of portfolio›$42.2K
Register Financial Advisors LLC446
0.0% of portfolio›$40.0K
Valued Wealth Advisors LLC433
0.0% of portfolio›$38.9K
StrongBox Wealth, LLC432
0.0% of portfolio›$38.8K
Investment Research & Advisory Group, Inc.430
0.0% of portfolio›$38.6K
Blue Trust, Inc.429
0.0% of portfolio›$38.5K
Main Street Group, LTD386
0.0% of portfolio›$34.7K
Cdkv Holdings LLC378
0.0% of portfolio›$33.9K
Wagner Wealth Management, LLC349
0.0% of portfolio›$31.3K
Mcdonald Partners LLC333
0.0% of portfolio›$29.9K
Carolina Wealth Advisors, LLC329
0.0% of portfolio›$29.5K
SYM Financial Corp305
0.0% of portfolio›$27.4K
Gables Capital Management Inc.302
0.0% of portfolio›$27.1K
Reyes Financial Architecture, Inc.300
0.0% of portfolio›$26.9K
Prudent Man Investment Management, Inc.294
0.0% of portfolio›$26.4K
Ashurst Perkins Coie Trust Co288
0.0% of portfolio›$25.9K
Cassaday & Co Wealth Management LLC275
0.0% of portfolio›$24.7K
DiNuzzo Private Wealth, Inc.270
0.0% of portfolio›$24.2K
Eastern Bank253
0.0% of portfolio›$22.7K
Yankcom Partnership245
0.0% of portfolio›$22.0K
SJS Investment Consulting Inc.238
0.0% of portfolio›$21.4K
Rakuten Securities, Inc.225
0.0% of portfolio›$20.2K
Community Financial Services Group, LLC220
0.0% of portfolio›$19.8K
Mowery & Schoenfeld Wealth Management, LLC218
0.0% of portfolio›$19.6K
Pacific Center for Financial Services212
0.0% of portfolio›$19.0K
Hilton Head Capital Partners, LLC209
0.0% of portfolio›$18.8K
Sima Wealth Partners, LLC204
0.0% of portfolio›$18.3K
GHP Investment Advisors, Inc.196
0.0% of portfolio›$17.6K
Godsey & Gibb, Inc195
0.0% of portfolio›$17.5K
Roxbury Financial LLC188
0.0% of portfolio›$16.9K
Acumen Wealth Advisors, LLC176
0.0% of portfolio›$15.8K
Oakworth Capital, Inc.172
0.0% of portfolio›$15.4K
EPG Wealth Management LLC164
0.0% of portfolio›$14.7K
Bfsg, LLC160
0.0% of portfolio›$14.4K
Fiduciary Advisors, Inc.152
0.0% of portfolio›$13.7K
Markowski Investments151
0.0% of portfolio›$13.5K
Tradewinds Capital Management, LLC143
0.0% of portfolio›$12.8K
New England Capital Financial Advisors LLC140
0.0% of portfolio›$12.5K
Mosley Wealth Management133
0.0% of portfolio›$12.1K
Olistico Wealth, LLC128
0.0% of portfolio›$11.5K
Horizon Financial Services, LLC121
0.0% of portfolio›$10.9K
Birch Financial Group, LLC107
0.0% of portfolio›$9.6K
American Capital Advisory, LLC98
0.0% of portfolio›$8.8K
Sfam, LLC98
0.0% of portfolio›$8.8K
NBT Bank, N.A.90
0.0% of portfolio›$8.1K
Avion Wealth86
0.0% of portfolio›$7
Clayton Financial Group LLC80
0.0% of portfolio›$7.2K
Birchbrook, Inc.76
0.0% of portfolio›$6.8K
Wolff Wiese Magana LLC67
0.0% of portfolio›$6.0K
Duncker Streett & Co Inc64
0.0% of portfolio›$5.7K
Beacon Investment Advisory Services, Inc.60
0.0% of portfolio›$5.3K
Farmers & Merchants Investments Inc55
0.0% of portfolio›$4.9K
First Horizon Corp53
0.0% of portfolio›$4.8K
Birchwood Financial Partners, Inc.49
0.0% of portfolio›$4.4K
Dhjj Financial Advisors, Ltd.48
0.0% of portfolio›$4.3K
Bay Harbor Wealth Management, LLC40
0.0% of portfolio›$3.6K
First Pacific Financial35
0.0% of portfolio›$3.1K
Fairway Wealth LLC29
0.0% of portfolio›$2.6K
Glass Jacobson Investment Advisors llc28
0.0% of portfolio›$2.5K
Meriwether Wealth & Planning, LLC26
0.0% of portfolio›$2.3K
Proathlete Wealth Management LLC24
0.0% of portfolio›$2.2K
DB Fitzpatrick & Co, Inc21
0.0% of portfolio›$1.9K
Davis Capital Management21
0.0% of portfolio›$1.9K
Farmers & Merchants Trust Co of Chambersburg PA21
0.0% of portfolio›$2
RHL Group, LLC18
0.0% of portfolio›$1.6K
MTM Investment Management, LLC14
0.0% of portfolio›$1.3K
Versant Capital Management, Inc10
0.0% of portfolio›$857
DeDora Capital, Inc.10
0.0% of portfolio›$898
Quaker Wealth Management, LLC9
0.0% of portfolio›$808
DecisionPoint Financial, LLC9
0.0% of portfolio›$810
Noble Wealth Management PBC3
0.0% of portfolio›$269
West Paces Advisors Inc.3
0.0% of portfolio›$269
NBH Bank3
0.0% of portfolio›$269
Elyxium Wealth, LLC1
0.0% of portfolio›$90
Turtle Creek Wealth Advisors, LLC1
0.0% of portfolio›$86
Prairie Wealth Advisors, Inc.0
0.8% of portfolio›$3.7M
StyleTurnoverLocationFiled
Kedalion Capital Management LLP
44,970,000$4.0B94.1%ETFHighLondon, United Kingdom2026-11-06
Creative Planning
36,147,750$3.2B1.8%IndexVery LowOverland Park, KS2026-11-02
Natixis
17,117,741$1.5B5.5%GARPHighParis, India2026-11-06
MKP Capital Management, L.L.C.
10,407,000$934.1M27.7%ETFVery HighNew York, NY2026-11-04
National Mutual Insurance Federation of Agricultural Cooperatives
9,536,000$856.0M5.5%ETFVery LowTokyo, Japan, Mexico2026-10-28
Exchange Traded Concepts, LLC
8,372,052$751.5M3.0%GrowthMediumOklahoma City, OK2026-10-28
Greenleaf Trust
7,405,942$664.8M6.8%CoreLowKalamazoo, MI2026-10-29
1900 Wealth Management LLC
6,218,187$558.1M30.3%ETFLowSan Antonio, TX2026-10-13
First Command Advisory Services, Inc.
5,862,691$526.2M2.9%IndexLowFort Worth, TX2026-11-05
TD Private Client Wealth LLC
5,817,130$522.1M9.4%ETFLowNew York, NY2026-10-28
Wealthcare Advisory Partners LLC
4,655,762$417.9M7.1%ETFLowWest Chester, PA2026-10-21
Gradient Investments LLC
4,535,435$407.1M5.8%CoreMediumArden Hills, MN2026-10-08
Cambridge Investment Research Advisors, Inc.
4,039,836$362.6K0.0%ETFLowFairfield, IA2026-11-02
Vantagepoint Investment Advisers LLC
3,848,040$345.4M2.6%ETFVery LowWashington, DC2026-10-26
Mirae Asset Global Investments Co., Ltd.
3,645,172$327.2M0.6%GrowthLowSeoul, Malaysia2026-11-03
Larson Financial Group LLC
3,204,152$287.6M7.0%GrowthLowSt Louis, MO2026-11-05
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
3,068,711$275.4M13.6%ETFMediumWestlake, OH2026-10-14
Assetmark, Inc
2,632,951$236.3M0.4%ETFLowConcord, CA2026-10-21
Klaas Financial Asset Advisors, LLC
2,571,609$230.8M28.8%ETFVery LowLoves Park, IL2026-10-19
Peterson Wealth Advisors, LLC
2,542,472$228.2M26.5%ETFLowOrem, UT2026-10-08
Ascent Group, LLC
2,522,374$226.4M6.8%CoreLowVirginia Beach, VA2026-10-30
Vicus Capital
2,332,231$209.3M13.3%ETFMediumState College, PA2026-11-05
Commonwealth Equity Services, LLC
2,017,582$181.1M0.2%ETFLowWaltham, MA2026-11-02
Wealth Enhancement Advisory Services, LLC
2,007,817$171.9M0.3%CoreLowPlymouth, MN2026-10-13
AlphaStar Capital Management, LLC
1,986,925$178.3M10.7%ETFMediumCornelius, NC2026-10-16
Tennessee Valley Asset Management Partners
1,889,040$169.6M18.6%ETFLowKnoxville, TN2026-11-03
Ocean Park Asset Management, LLC
1,883,792$169.1M10.2%ETFLowSanta Monica, CA2026-10-21
Univest Financial Corp
1,832,384$164.5M7.7%GrowthLowSouderton, PA2026-11-05
KWB Wealth
1,776,546$159.5M13.6%ETFMediumRedlands, CA2026-10-16
CFS Investment Advisory Services, LLC
1,552,195$142.4M9.2%ETFMediumTotowa, NJ2026-10-19
Signal Advisors Wealth, LLC
1,544,029$138.6M6.1%ETFLowDetroit, MI2026-10-13
Intact Investment Management Inc.
1,508,206$135.4M4.1%YieldHighMontreal, Austria2026-11-03
Agur Provident & Training Funds Management LTD
1,391,894$1.2M28.3%ETFVery LowTel Aviv, Luxembourg2026-11-02
Kestra Advisory Services, LLC
1,369,914$123.0M0.3%CoreLowAustin, TX2026-11-02
Vise Technologies, Inc.
1,329,910$119.4M1.0%IndexLowNew York, NY2026-10-29
Integrity Alliance, Llc.
1,316,690$118.2M3.6%ETFMediumUrbandale, IA2026-10-29
3Edge Asset Management, LP
1,304,462$117.1M5.0%ETFMediumNaples, FL2026-10-30
Marks Group Wealth Management, Inc
1,251,712$112.4M9.8%CoreMediumMinnetonka, MN2026-11-05
Ritholtz Wealth Management
1,242,640$111.5M1.6%IndexLowNew York, NY2026-11-05
Bank of New York Mellon Corp
1,237,198$111.1M0.0%CoreLowNew York, NY2026-11-05
LVW Advisors, LLC
1,220,711$109.6M9.2%CoreMediumPittsford, NY2026-10-19
One Day In July LLC
1,194,466$107.2M7.4%ETFVery LowBurlington, VT2026-10-30
Brown Financial Advisory
1,183,801$106.3M44.3%ETFVery LowFairhope, AL2026-11-05
AIA Group Ltd
1,169,845$105.0M1.3%GrowthMediumHong Kong, South Korea2026-10-30
Physician Wealth Advisors, Inc.
1,136,927$102.1M11.7%ETFMediumMidvale, UT2026-10-20
Sterling Group Wealth Management, LLC
1,113,498$99.9M38.9%ETFLowPasadena, CA2026-11-03
Detalus Advisors, LLC
1,103,370$99.0M19.5%ETFLowSt. Louis, MO2026-10-15
West Wealth Group, LLC
1,072,809$96.3M14.9%ETFMediumIrvine, CA2026-10-14
Compound Planning, Inc.
1,056,346$94.8M2.4%CoreLowNew York, NY2026-11-05
Thrivent Financial for Lutherans
1,028,956$92.4K0.0%GARPMediumMinneapolis, MN2026-11-05
Barclays PLC
1,020,000$91.6M0.0%CoreMediumLondon, United Kingdom2026-11-06
Leading Edge Financial Planning LLC
1,004,561$90.2M18.7%ETFLowKnoxville, TN2026-10-23
Security Financial Services, Inc.
1,001,656$89.9M12.0%ETFMediumFort Wayne, IN2026-10-29
Park Avenue Securities LLC
968,392$86.9K0.0%ETFMediumNew York, NY2026-10-26
Intrua Financial, LLC
968,163$86.9M8.1%ETFMediumHouston, TX2026-10-28
Lifelong Wealth Advisors, Inc.
943,530$84.7M19.6%ETFLowArden Hills, MN2026-10-19
Tectonic Advisors LLC
930,056$83.5M3.9%YieldLowFrisco, TX2026-10-22
Solitude Financial Services
929,834$83.5M22.6%ETFVery LowCharlottesville, VA2026-10-26
Allen Capital Group, LLC
927,618$83.3M6.7%CoreLowGrand Island, NE2026-10-27
Standpoint Asset Management, LLC
916,100$82.2M16.0%ETFN/AScottsdale, AZ2026-10-16
Farther Finance Advisors, LLC
902,351$81.0M0.6%IndexLowSan Francisco, CA2026-10-08
Horst & Graben Wealth Management LLC
893,208$80.2M10.4%ETFMediumPortland, OR2026-11-02
Dynamic Advisor Solutions LLC
877,579$78.8M2.2%ETFLowPhoenix, AZ2026-10-13
Earned Wealth Advisors, LLC
867,641$77.9M4.7%ETFHighWalnut Creek, CA2026-11-06
Procyon Advisors, LLC
863,190$77.5M3.3%CoreVery LowShelton, CT2026-10-21
Avidian Wealth Enterprises, LLC
862,435$77.4M2.2%ETFLowHouston, TX2026-10-08
Taiyo Life Insurance Co
855,500$76.8K6.9%ETFN/AChuo-Ku, Tokyo, Mexico2026-10-20
Fifth Third Bancorp
832,206$74.7M0.1%IndexVery LowCincinnati, OH2026-11-05
Private Wealth Group, LLC
817,556$73.4M27.9%ETFLowTampa, FL2026-10-19
Flagship Harbor Advisors, LLC
815,721$73.2M2.7%ETFMediumBoston, MA2026-10-26
Penobscot Wealth Management
796,100$71.5M18.4%ETFVery LowPortland, ME2026-10-21
WBH Advisory Inc
776,022$69.7M4.7%ETFLowBaltimore, MD2026-11-05
Eagle Strategies LLC
773,937$69.5M6.7%ETFLowNew York, NY2026-10-16
Principal Financial Group Inc
751,949$67.5M0.0%CoreLowDes Moines, IA2026-11-02
Tull Financial Group, Inc.
750,836$67.4M26.1%ETFLowChesapeake, VA2026-11-05
New Perspectives, Inc
746,537$67.0M20.4%ETFVery LowTougaloo, MS2026-10-14
Cahaba Wealth Management, Inc.
737,791$66.2M4.0%ETFVery LowAtlanta, GA2026-10-26
Moneco Advisors, LLC
710,209$63.7M3.7%ETFLowFairfield, CT2026-11-05
First Heartland Consultants, Inc.
701,619$63.0M4.2%ETFMediumLake St. Louis, MO2026-10-08
International City Management Association Retirement Corp
693,547$62.3M14.0%ETFN/AWashington, DC2026-10-26
Cornerstone Wealth Management, LLC
691,150$62.0M2.6%ETFVery LowSt. Peters, MO2026-11-04
Macco Financial Group, Inc.
688,433$61.8M37.4%ETFHighGreen Bay, WI2026-11-05
Stone House Investment Management, LLC
686,366$61.6M8.0%ETFMediumTunkhannock, PA2026-10-23
Bricktown Capital, LLC
663,322$59.5M10.9%ETFVery LowDetroit, MI2026-10-13
Auour Investments LLC
659,995$59.2M16.8%ETFLowWoburn, MA2026-10-28
IFP Advisors, Inc
636,584$57.1M1.0%GrowthLowTampa, FL2026-10-16
Investment Planning Advisors, Inc.
630,403$56.6M12.8%ETFMediumCumming, GA2026-10-14
Quantum Financial Planning Services, Inc.
622,740$55.9M15.2%ETFVery LowSpokane, WA2026-10-14
Badgley Phelps Wealth Managers, LLC
622,019$55.8M1.0%GrowthVery LowSeattle, WA2026-10-22
Financial Enhancement Group LLC
620,582$56.8M6.5%ETFMediumAnderson, IN2026-10-08
Walkner Condon Financial Advisors LLC
615,682$55.3M6.1%ETFLowVerona, WI2026-11-02
Client 1ST Advisory Group, LLC
605,934$54.4M13.9%ETFVery LowDunedin, FL2026-10-19
Lido Advisors, LLC
596,824$53.6M0.1%GrowthLowLos Angeles, CA2026-11-04
Cypress Wealth Services, LLC
588,972$54.0M6.4%ETFLowPalm Desert, CA2026-10-21
Brookstone Capital Management
586,760$52.7M0.5%ETFMediumWheaton, IL2026-10-22
Louisiana State Employees Retirement System
574,700$51.6M0.8%IndexLowBaton Rouge, LA2026-10-20
TSA Wealth Managment LLC
572,680$51.4M14.4%ETFMediumHouston, TX2026-10-22
Retiremitten Financial LLC
568,432$51.7M20.2%ETFN/AMilford, MI2026-11-05
Concurrent Investment Advisors, LLC
556,681$50.0M0.3%GrowthMediumTampa, FL2026-10-16
Financial Insights, Inc.
555,766$49.9M12.7%ETFLowTacoma, WA2026-10-27
Verde Capital Management
549,835$49.4M8.6%ETFLowClarkston, MI2026-10-28
Broadway Wealth Solutions, Inc.
546,641$49.1M22.0%ETFVery LowSan Antonio, TX2026-10-21
Compass Ion Advisors, LLC
539,845$48.5M4.1%ETFVery LowConshohocken, PA2026-10-23
Wealth Management Nebraska
539,530$48.4M4.2%ETFLowNorfolk, NE2026-10-26
SFG Wealth Management, Llc.
534,347$48.0M17.1%ETFMediumTowson, MD2026-10-23
Level Four Advisory Services, LLC
523,478$47.0M1.4%CoreLowDallas, TX2026-11-06
Highland Financial Advisors, LLC
518,702$46.6M9.9%ETFVery LowWayne, NJ2026-10-19
TSG Advice Partners, LLC
515,760$45.3M5.9%ETFN/AColumbus, OH2026-10-29
Market Street Wealth Management Advisors LLC
515,117$46.2M6.6%ETFMediumIndianapolis, IN2026-10-09
Beacon Capital Management, LLC
513,467$46.1M6.4%ETFMediumFranklin, TN2026-10-23
Crown Wealth Group, LLC
512,609$46.0M11.4%ETFMediumCharlotte, NC2026-10-19
Compass Financial Services Inc
498,026$44.7M15.5%ETFLowWest Des Moines, IA2026-11-06
Prairie Advisory, LLC
490,082$44.0M5.1%ETFN/ALeawood, KS2026-10-19
Carnegie Investment Counsel
487,584$43.8M0.9%CoreLowPepper Pike, OH2026-10-20
Fiduciary Alliance LLC
486,658$43.7M3.3%CoreMediumGreenville, SC2026-10-13
Ridgeline Wealth Planning, LLC
484,882$43.5M25.0%ETFLowCenterville, OH2026-10-29
Legacy Wealth Management, LLC / MS
471,587$42.3M12.6%GrowthLowRidgeland, MS2026-10-30
Montz Harcus Wealth Management LLC
462,330$41.5M14.5%ETFVery LowNew Orleans, LA2026-10-09
Tanglewood Wealth Management, Inc.
460,677$41.4M3.4%ETFMediumHouston, TX2026-10-23
Independent Financial Group, LLC
457,644$41.1M0.7%GrowthLowSan Diego, CA2026-10-13
MGO One Seven LLC
451,860$40.6M0.7%GrowthLowBeachwood, OH2026-10-28
Verus Capital Partners, LLC
443,830$39.8M2.1%GrowthLowScottsdale, AZ2026-11-03
Fragasso Financial Advisors Inc
442,931$40.6M2.0%ETFLowSewickley, PA2026-10-13
Bauman Advisory Group, LLC
440,986$39.6M19.5%ETFMediumLas Vegas, NV2026-10-29
PFG Advisors
439,874$39.5M2.0%ETFMediumPhoenix, AZ2026-10-16
Merit Financial Group, LLC
436,835$39.2M0.2%ETFLowAlpharetta, GA2026-11-06
Henderson Brothers Financial Partners, LLC
429,042$38.5M14.0%ETFN/APittsburgh, PA2026-11-03
Asset Allocation Strategies LLC
428,438$38.5M5.8%ETFMediumFarmington, MI2026-10-20
Clear Creek Financial Management, LLC
423,872$38.0M2.9%ETFMediumSilverdale, WA2026-10-28
Ashton Thomas Private Wealth, LLC
420,286$37.7M0.8%CoreMediumScottsdale, AZ2026-11-03
Archford Capital Strategies, LLC
408,717$36.7M3.6%GrowthMediumSwansea, IL2026-10-19
Quadrant Private Wealth Management, LLC
404,762$36.3M4.8%GrowthLowCenter Valley, PA2026-11-04
Adamsbrown Wealth Consultants LLC
401,844$36.1M6.6%ETFLowWichita, KS2026-10-20
HUB Investment Partners, LLC
390,675$35.1M0.6%GrowthLowAustin, TX2026-11-03
Thryve Wealth Management LLC
388,769$34.9M19.5%ETFLowIrving, TX2026-10-09
Simplicity Wealth,LLC
381,443$34.2M1.0%ETFLowSummit, NJ2026-10-23
Upper Left Wealth Management, LLC
380,177$34.1M17.7%ETFMediumTampa, FL2026-10-14
Tableaux LLC
379,502$34.1M13.9%ETFLowStockbridge, MA2026-10-23
Gen-Wealth Partners Inc
377,626$33.9M9.5%CoreLowZeeland, MI2026-11-04
Maia Wealth LLC
374,475$33.6M4.6%ETFMediumDenver, CO2026-10-19
Lanark Financial, Inc.
368,804$33.1M2.3%CoreMediumBirmingham, AL2026-10-26
Hobbs Wealth Management, LLC
368,653$33.1M27.1%ETFLowZionsville, IN2026-10-20
VestGen Advisors, LLC
368,423$33.1M1.0%GrowthMediumChicago, IL2026-10-27
Oarsman Capital, Inc.
367,433$33.0M3.3%ETFLowMilwaukee, WI2026-11-05
Truist Financial Corp
364,729$32.7M0.0%CoreLowCharlotte, NC2026-10-30
Savant Capital, LLC
364,564$32.7M0.1%IndexVery LowRockford, IL2026-11-06
Evermay Wealth Management LLC
361,836$32.5M3.3%ETFLowArlington, VA2026-11-05
Cornerstone Wealth Group, LLC
360,616$32.4M1.8%CoreMediumHuntersville, NC2026-11-02
Leslie Global Wealth, LLC
360,024$32.3M11.9%ETFLowItasca, IL2026-10-26
Fifth Third Securities, Inc.
358,806$32.2M1.6%ETFLowCincinnati, OH2026-10-21
Nottingham Advisors, Inc.
350,094$31.6M3.9%ETFLowAmherst, NY2026-10-29
Selective Wealth Management, Inc.
349,238$31.7M7.4%ETFLowForest, VA2026-10-16
Kingswood Wealth Advisors, LLC
346,814$31.1M1.2%GrowthLowSan Diego, CA2026-10-23
Arcadia Wealth Management, LLC
345,635$31.0M9.5%ETFLowManchester, NH2026-10-22
Global View Capital Management LLC
345,610$31.0M6.9%ETFHighWaukesha, WI2026-10-28
Harbor Capital Advisors, Inc.
339,104$30.4K0.0%ValueHighChicago, IL2026-10-22
Novem Group
332,952$29.9M3.0%ETFMediumRochester, NY2026-10-19
Segment Wealth Management, LLC
324,874$29.2M1.5%CoreLowHouston, TX2026-10-26
Newport Capital Group, LLC
324,536$29.3M19.6%ETFHighRed Bank, NJ2026-10-16
Mueller Wealth, LLC
322,835$29.0M18.4%ETFMediumMishicot, WI2026-11-05
Clarus Group, Inc.
321,474$28.9M9.5%ETFLowHouston, TX2026-10-21
Wealth Advisory Solutions, LLC
319,984$28.7M5.9%ETFLowZionsville, IN2026-10-20
US Bancorp \de\
316,646$28.4M0.0%IndexLowMinneapolis, MN2026-11-05
KMG Fiduciary Partners, LLC
315,606$28.3M2.8%GrowthLowToledo, OH2026-10-14
Atlas Private Wealth Advisors
311,692$28.0M6.1%ETFLowRed Bank, NJ2026-10-23
McMill Wealth Management
310,565$27.9M6.3%Deep ValueHighNorfolk, NE2026-11-05
Steele Capital Management, Inc.
309,688$27.8M1.0%ETFVery LowDubuque, IA2026-11-02
Keeler & Nadler Financial Planning & Wealth Management
307,898$27.6M7.5%ETFLowDublin, OH2026-10-28
AlphaCore Capital LLC
304,963$27.4M0.4%ETFLowLa Jolla, CA2026-11-04
PNC Financial Services Group, Inc.
302,623$27.2M0.0%GrowthVery LowPittsburgh, PA2026-11-06
Goodman Advisory Group, LLC
302,514$27.2M6.2%GrowthHighNeedham, MA2026-11-02
Kagan Cocozza Asset Management
302,139$27.1M16.8%ETFVery LowMickleton, NJ2026-10-19
DDD Partners, LLC
297,270$26.7M1.5%CoreMediumBellevue, WA2026-11-02
Strategic Blueprint, LLC
293,827$26.4M1.3%ETFLowAtlanta, GA2026-10-22
National Wealth Management Group, LLC
293,715$26.4M7.6%ETFMediumCincinnati, OH2026-10-26
Advisor OS, LLC
292,737$26.3M1.7%ETFMediumChicago, IL2026-11-03
RFG Advisory, LLC
291,268$26.1M0.4%ETFMediumBirmingham, AL2026-11-03
Retirement Financial Solutions, LLC
288,947$25.9M6.1%ETFMediumKnoxville, TN2026-10-20
Clarity Asset Management, Inc.
288,772$25.9M12.7%ETFHighAmes, IA2026-10-14
Lincoln Capital Corp
287,826$25.8M8.4%ETFMediumEast Greenwich, RI2026-10-13
Arrien Investments, Inc.
286,840$25.7M13.2%ETFLowBoise, ID2026-10-30
Accelerate Investment Advisors LLC
284,820$25.6M14.3%ETFLowAliso Viejo, CA2026-11-02
Investors Research Corp
284,296$25.5M4.5%ETFLowAtlanta, GA2026-10-07
Merkkuri Wealth Advisors LLC
281,928$25.3M15.5%ETFMediumHicksville, NY2026-11-03
AdvisorNet Financial, Inc
280,161$25.4M1.1%ETFLowMinnetonka, MN2026-10-15
Total Clarity Wealth Management, Inc.
279,250$25.1M4.8%ETFMediumSt. Charles, IL2026-10-26
Archer Investment Corp
275,812$24.8M4.5%CoreMediumCarmel, IN2026-11-05
Focus Financial Network, Inc.
275,757$24.8M0.7%ETFLowMinneapolis, MN2026-10-14
Daviman Financial, LLC
273,254$24.5M13.6%ETFHighFishers, IN2026-11-06
B.O.S.S. Retirement Advisors, LLC
272,978$24.5M7.1%ETFMediumLehi, UT2026-10-26
Beacon Capital Management, Inc.
270,249$24.3M1.5%ETFMediumDayton, OH2026-10-13
S. R. Schill & Associates
270,066$24.2M15.2%ETFMediumMercer Island, WA2026-10-20
Kellett Wealth Advisors, LLC
268,562$24.1M8.8%ETFMediumCincinnati, OH2026-10-15
Buttonwood Financial Group, LLC
260,859$23.9M12.1%ETFMediumKansas City, MO2026-10-16
Bay Capital Advisors, LLC
253,276$22.7M12.0%ETFLowVirginia Beach, VA2026-10-16
Lloyd Advisory Services, Llc.
252,741$22.7M8.6%ETFVery HighSuwanee, GA2026-11-02
Atria Investments, Inc
252,731$22.7M0.2%CoreMediumCharlotte, NC2026-10-15
Souders Financial Advisors
250,622$22.5M2.2%ETFLowCincinnati, OH2026-11-03
Sowell Financial Services LLC
250,061$22.4M0.7%CoreLowNorth Little Rock, AR2026-10-23
Richmond Investment Services, LLC
247,566$22.2M7.0%ETFLowMequon, WI2026-10-29
Capital Advantage, Inc.
246,961$22.2M2.7%ETFMediumWalnut Creek, CA2026-10-14
Blue Water Asset Management
246,627$22.1M7.2%ETFLowGrand Rapids, MI2026-11-04
Valtinson Bruner Financial Planning LLC
246,238$22.1M5.5%ETFLowNew Brighton, MN2026-11-02
Chicago Partners Investment Group LLC
244,844$21.9M0.4%GARPLowChicago, IL2026-10-27
Westwind Capital
240,135$21.6K0.0%MomentumHighLas Cruces, NM2026-10-08
Ferguson Shapiro LLC
239,675$21.5M6.3%ETFHighDecatur, GA2026-10-16
Balefire, LLC
239,532$21.5M3.4%ETFMediumDallas, TX2026-10-09
MKT Advisors LLC
238,633$21.7M7.0%ETFLowCarlsbad, CA2026-10-20
CoreCap Advisors, LLC
236,247$21.2M0.6%ETFMediumSouthfield, MI2026-10-08
Mach-1 Financial Group, LLC
234,633$21.1M7.9%ETFVery HighRogers, AR2026-11-06
Legacy Solutions, LLC
230,851$20.7M15.8%ETFLowKennett Square, PA2026-10-07
Curtis Advisory Group, LLC
230,104$20.7M3.8%ETFLowSanta Barbara, CA2026-10-28
Spectrum Advisors, Inc.
225,935$20.3M14.2%N/AN/APlano, TX2026-11-03
Cordoba Advisory Partners LLC
224,784$20.2M2.5%ETFMediumNew York, NY2026-10-19
Asset One Wealth Management LLC
223,982$20.1M1.7%GrowthLowBellevue, WA2026-11-02
Citizens Financial Group Inc
220,242$19.8M0.2%GrowthLowProvidence, RI2026-10-23
Fortitude Financial, LLC
215,070$19.3M9.0%ETFHighSpokane, WA2026-10-19
Windsor Capital Management, LLC
214,497$19.3M5.0%ETFVery LowPhoenix, AZ2026-10-13
Forthright Family Wealth Advisory LLC
210,488$18.9M10.7%ETFHighHouston, TX2026-11-03
FFG Retirement Advisors LLC
208,062$18.7M9.9%ETFMediumCentennial, CO2026-10-20
NovaPoint Capital, LLC
207,279$18.6M4.0%CoreLowAtlanta, GA2026-10-22
Abound Wealth Management
207,115$18.6M3.5%ETFVery LowFranklin, TN2026-10-26
Omni 360 Wealth, Inc.
205,560$18.5M8.4%ETFLowPlainsboro, NJ2026-10-13
Integrity Advisory Solutions, LLC
199,576$17.9M1.9%ETFMediumDallas, TX2026-10-29
Tortoise Investment Management, LLC
199,241$17.9M1.3%ETFLowWhite Plains, NY2026-11-06
Independent Wealth Network Inc.
192,783$17.3M4.4%ETFMediumUrbandale, IA2026-10-19
NBZ Investment Advisors LLC
192,780$17.3M6.7%ETFLowKnoxville, TN2026-10-30
Legacy Advisory Services, LLC
191,471$17.2M12.3%ETFMediumExton, PA2026-10-20
SBE LLC DBA Cedar Cove Wealth Partners
188,516$16.9M8.0%ETFMediumBloomington, MN2026-10-15
Jnba Financial Advisors
188,389$16.9M1.3%ETFMediumBloomington, MN2026-11-03
SkyOak Wealth, LLC
187,951$16.9M2.7%ETFLowSouthfield, MI2026-10-28
Paladin Wealth, LLC
186,293$16.7M9.0%CoreLowArden Hills, MN2026-10-23
Stone Summit Wealth LLC
186,269$16.7M4.5%ETFLowMiami, FL2026-10-14
SeedSafe Financial LLC
186,143$16.7M12.3%ETFVery LowAustin, TX2026-11-02
Smart Wealth LLC
185,922$16.7M3.4%ETFHighOmaha, NE2026-11-04
Meridian Wealth Management, LLC
182,424$16.4M0.5%GrowthLowLexington, KY2026-11-05
Spectrum Planning & Advisory Services Inc.
182,052$16.3M6.9%ETFMediumSan Diego, CA2026-11-05
Apollon Wealth Management, LLC
181,761$16.3M0.2%GrowthLowMount Pleasant, SC2026-10-23
Sheets Smith Wealth Management
178,266$16.0M1.7%CoreLowWinston-Salem, NC2026-10-16
Moulton Wealth Management, Inc
177,700$16.0M10.8%ETFVery HighSpokane, WA2026-10-13
Kohmann Bosshard Financial Services, LLC
176,974$15.9M1.3%ETFLowFairlawn, OH2026-11-04
GenWealth Group, Inc.
176,567$15.8M2.5%ETFMediumMaplewood, NJ2026-10-16
Rational Advisors, Inc.
175,632$15.8M1.5%ETFMediumSan Juan, PR2026-11-02
Lord & Richards Wealth Management, LLC
174,743$15.7M12.0%ETFMediumHighlands Ranch, CO2026-10-14
Financial Futures Ltd Liability Co.
173,612$15.6M5.8%ETFLowBrielle, NJ2026-10-13
Pinnacle Wealth Planning Services, Inc.
173,334$15.6M1.5%GARPLowMansfield, OH2026-10-27
Cutler Investment Counsel LLC
172,632$15.5M1.5%CoreLowJacksonville, OR2026-10-28
Evolution Wealth Management Inc.
171,804$15.4M8.9%ETFMediumFort Myers, FL2026-10-28
Galvin, Gaustad & Stein, LLC
168,178$15.1M1.1%CoreMediumScottsdale, AZ2026-10-08
Towercrest Capital Management
166,663$15.0M2.1%ETFVery LowNewtown, PA2026-10-23
Wise Wealth Partners
165,293$14.8M27.2%ETFMediumPhoenix, AZ2026-10-14
United Asset Strategies, Inc.
165,256$14.8M1.0%GrowthLowGarden City, NY2026-10-28
Davenport & Co LLC
164,392$14.8M0.1%CoreMediumRichmond, VA2026-10-14
Perennial Advisors, LLC
164,103$14.7M2.2%CoreLowNew York, NY2026-10-13
Arwa LLC
163,053$14.9M5.5%ETFMediumFort Worth, TX2026-10-21
Wealthcare Capital Partners, LLC
157,380$14.1M5.7%ETFLowWest Chester, PA2026-10-21
Rainier Family Wealth Inc
157,214$14.1M7.2%GrowthLowTacoma, WA2026-11-02
Avestar Capital, LLC
155,470$14.0M1.1%GrowthLowNew York, NY2026-10-28
Blue Bell Private Wealth Management, LLC
155,273$13.9M1.7%YieldVery LowBlue Bell, PA2026-10-29
Montag A & Associates Inc
155,123$13.9M0.6%CoreLowAtlanta, GA2026-10-29
Patriot Financial Group Insurance Agency, LLC
154,289$13.8M1.3%GrowthLowWalpole, MA2026-10-14
Schwallier Wealth Management LLC
154,110$13.8M8.8%ETFHighGrand Rapids, MI2026-11-05
TrueWealth Advisors, LLC
153,125$13.7M3.1%ETFMediumBirmingham, AL2026-10-09
WealthPoint Financial, LLC
153,003$13.7M9.8%ETFMediumCramerton, NC2026-11-03
JBR Co Financial Management Inc
150,515$13.2M5.1%GrowthLowArdmore, OK2026-10-13
Ridgeline Wealth, LLC
149,455$13.7M7.8%ETFVery LowMesa, AZ2026-10-14
Marathon Strategic Advisors, LLC
148,884$13.4M7.8%ETFVery LowPittsburgh, PA2026-10-20
ATX Financial Planning, LLC
148,746$13.4M8.5%ETFHighAustin, TX2026-10-14
Arvest Investments, Inc.
148,509$13.3M1.6%ETFLowLowell, AR2026-10-21
Clarity Retirement & Wealth, LLC
148,022$13.3M9.1%ETFN/ANew Bedford, MA2026-11-04
Financial Security Advisor, Inc.
147,979$13.3M2.2%CoreLowVirginia Beach, VA2026-11-03
BIP Wealth, LLC
146,626$13.2M0.4%ETFMediumAtlanta, GA2026-10-22
Sutton Place Investors LLC
142,546$12.8M6.0%ETFLowArmonk, NY2026-10-20
Venture Visionary Partners LLC
134,517$12.1M0.3%CoreLowSylvania, OH2026-10-07
Prime Capital Investment Advisors, LLC
133,799$12.0M0.1%ETFLowOverland Park, KS2026-10-20
Naples Global Advisors, LLC
132,774$11.9M0.8%CoreVery LowNaples, FL2026-11-05
Worth Asset Management, LLC
132,211$11.9M3.5%ETFHighDallas, TX2026-10-07
Alliance Wealth Management Group
130,930$11.8M2.4%ETFLowFlemington, NJ2026-10-29
XY Planning Network, Inc.
130,578$11.7M1.3%ETFLowBozeman, MT2026-10-14
Strategic Advisors LLC
127,547$11.4M2.4%GrowthLowNew York, NY2026-10-13
Apeiron RIA LLC
127,546$11.5M2.6%ETFMediumDallas, TX2026-10-08
Parallel Advisors, LLC
127,145$11.4M0.2%IndexLowSan Francisco, CA2026-11-03
ARQ Wealth Advisors, LLC
125,841$11.3M1.4%ETFLowScottsdale, AZ2026-10-29
Tempus Wealth Planning, LLC
125,350$11.3M2.2%ETFMediumIrvine, CA2026-10-14
Tower View Wealth Management LLC
123,799$11.1M4.8%MomentumMediumShorewood, WI2026-10-23
Cooper Capital Advisors LLC
123,404$11.1M4.5%ETFMediumEncinitas, CA2026-10-29
MMA Asset Management LLC
121,257$10.9M3.5%ETFMediumNew York, NY2026-11-02
NorthCrest Asset Manangement, LLC
119,853$10.9M0.3%GrowthLowPlymouth, MN2026-10-13
Trademark Financial Management, LLC
119,726$10.7M4.4%ETFMediumBloomington, MN2026-10-23
Clarus Wealth Advisors
118,589$10.9M4.0%ETFMediumPeoria, AZ2026-10-13
Stonehaven Wealth & TAX Solutions, LLC
118,265$10.6M10.1%ETFLowAppleton, WI2026-10-22
Cobblestone Asset Management LLC
118,242$10.6M4.3%ETFMediumRichmond, VA2026-10-13
River Street Advisors LLC
117,437$10.5M3.3%CoreLowAurora, IL2026-10-22
Flynn Zito Capital Management, LLC
116,810$10.5M2.8%ETFLowGarden City, NY2026-11-04
StoneCrest Wealth Management, Inc.
116,730$10.5M3.4%ETFMediumChandler, AZ2026-11-03
6th Street Advisors, LLC
116,046$10.4M6.0%ETFVery LowDaphne, AL2026-10-14
Independence Wealth Advisors, LLC
115,538$10.4M4.9%ETFHighIndependence, OH2026-10-29
Bull Oak Capital, LLC
113,705$10.2M3.3%ETFVery LowRancho Santa Fe, CA2026-10-23
Elevated Capital Advisors, LLC
113,205$10.2M3.4%ETFMediumSandy, UT2026-11-04
Convergence Financial, LLC
111,719$10.0M1.4%ETFMediumColumbia, MO2026-10-27
Evergreen Capital Management LLC
111,116$10.0M0.2%GARPMediumBellevue, WA2026-10-23
Crestwood Advisors Group, LLC
110,444$9.9M0.1%GrowthLowBoston, MA2026-10-27
Financial Guidance Group, Inc.
109,950$9.9M3.5%ETFVery LowPalm Harbor, FL2026-10-21
ERn Financial, LLC
109,764$9.9M1.6%ETFVery LowMiddleton, WI2026-10-28
Morling Financial Advisors, LLC
109,460$9.8M2.6%ETFLowFremont, CA2026-10-28
Lighthouse Financial Services Inc
109,366$9.8M2.0%ETFVery LowBrea, CA2026-11-02
Trinity Wealth Management, LLC
108,686$9.8M3.1%ETFMediumBerwyn, PA2026-10-13
Firethorn Wealth Partners, LLC
107,813$9.7M3.1%ETFLowAugusta, GA2026-10-14
WealthPLAN Partners, LLC
106,946$9.6M1.8%CoreMediumOmaha, NE2026-10-15
E&G Advisors, LLC
106,891$9.6M1.8%ETFVery LowHouston, TX2026-10-13
First Security Investment Management, Inc.
105,303$9.5M7.7%ETFVery LowLittle Rock, AR2026-11-05
Imc-Chicago, LLC
104,551$9.4M0.0%GARPVery HighChicago, IL2026-11-05
Compass Wealth Management LLC
104,218$9.4M1.8%GARPLowGuilford, CT2026-10-22
Clearview Wealth Management LLC
103,118$9.4M7.1%ETFLowIrvine, CA2026-10-16
Guardian Asset Advisors, LLC
102,114$9.2M4.1%GrowthMediumMechanicsburg, PA2026-10-16
Fortis Group Advisors, LLC
101,991$9.1M1.5%ETFHighWestwood, NJ2026-11-06
Values Added Financial LLC
101,605$9.1M3.2%ETFLowWashington, DC2026-10-28
Wealth Management Resources, Inc.
101,273$9.1M2.8%ETFVery LowSmithfield, RI2026-10-21
Apollon Financial, LLC
98,358$8.8M1.0%ETFVery LowMount Pleasant, SC2026-10-23
Tandem Investment Partners LLC
98,120$8.8M6.8%ETFLowBordentown, NJ2026-10-16
Nations Financial Group Inc,
97,785$8.8M0.4%CoreLowCedar Rapids, IA2026-11-05
BlueChip Wealth Advisors LLC
97,247$8.7M2.9%ETFMediumMilton, GA2026-11-03
Wealthcare Capital Management LLC
96,831$8.7M1.0%ETFVery LowRichmond, VA2026-10-21
Brown Miller Wealth Management, LLC
96,683$8.7M2.1%GrowthLowMclean, VA2026-11-02
Aspire Private Capital, LLC
95,824$8.6M1.8%ETFMediumCornelius, NC2026-11-05
Encompass More Asset Management
94,819$8.5M1.2%ETFHighDanville, CA2026-10-16
Absolute Capital Management, LLC
94,585$8.5M2.0%ETFMediumPittsburgh, PA2026-10-16
Kroeger Financial Partners
94,166$8.5M8.4%ETFN/AGrass Valley, CA2026-10-19
Vestia Personal Wealth Advisors
93,840$479.9K0.2%ETFMediumFort Wayne, IN2026-10-20
Turning Point Benefit Group, Inc.
93,154$8.4M3.4%ETFMediumFrederick, MD2026-10-28
Nvwm, LLC
92,553$8.3M1.6%GrowthMediumYardley, PA2026-10-14
Range Financial Group LLC
92,188$8.3M2.3%GARPMediumTigard, OR2026-10-21
Kanawha Capital Management LLC
91,687$8.2M0.5%CoreVery LowRichmond, VA2026-10-19
Boothe Investment Group, Inc.
90,353$8.1M2.3%YieldLowDover, DE2026-10-22
Beacon Financial Advisory LLC
89,708$8.1M1.5%ETFLowCleveland, OH2026-10-16
Shepherd Financial Partners LLC
88,981$8.0M0.6%ETFLowWinchester, MA2026-11-03
FWG Investments, Llc.
87,674$7.9M3.8%ETFMediumLexington, KY2026-11-03
Golden State Wealth Management, LLC
86,121$7.7M0.7%ETFMediumSanta Ana, CA2026-11-02
Capital Asset Advisory Services LLC
85,082$7.7M0.3%ETFLowWilliamston, MI2026-10-30
Etesian Wealth Advisors, Inc.
84,967$7.6M2.2%ETFLowWest Linn, OR2026-10-27
Midwest Heritage Bank, FSB
84,803$7.6M2.2%ETFVery LowWest Des Moines, IA2026-10-26
Integrated Wealth Management
83,780$7.5M7.4%ETFHighUniontown, OH2026-10-19
Titleist Asset Management, LLC
83,336$7.5M0.5%ETFLowSan Antonio, TX2026-10-08
Roan Capital Partners
83,103$7.5M5.5%ETFMediumJohnson City, TN2026-10-09
Old Republic International Corp
81,730$7.3K0.0%YieldVery LowChicago, IL2026-10-26
Cassilly Financial Group LLC
81,251$7.3M4.9%ETFLowSeverna Park, MD2026-10-07
Richardson Financial Services Inc.
80,849$7.3M4.1%GrowthMediumMedway, MA2026-10-30
Financial Solutions Advisory Group, Inc.
79,959$7.2M0.9%ETFMediumChicago, IL2026-10-28
Heritage Family Offices, LLP
79,566$7.1M2.4%GrowthHighScottsdale, AZ2026-11-02
Howard Bailey Securities, LLC
79,264$7.1M2.7%ETFMediumFort Wayne, IN2026-10-27
Meridian Financial Advisors, LLC
78,813$7.1M3.3%ETFVery LowHolliston, MA2026-10-14
Basso Capital Management, L.P.
78,398$7.0M1.5%ETFMediumStamford, CT2026-10-30
Heritage OAK Wealth Advisors LLC
78,204$7.0M2.1%ValueHighSanta Rosa Beach, FL2026-10-14
Syntegra Private Wealth Group, LLC
78,022$7.0M0.5%ETFLowChesterfield, MO2026-10-13
Integrity Wealth Advisors, Inc.
77,660$7.0M3.6%ETFMediumVentura, CA2026-10-29
Horizon Wealth Management, LLC
77,630$7.0M0.9%ETFVery HighLa Grange, IL2026-11-02
Allspring Global Investments Holdings, LLC
76,951$6.9M0.0%CoreMediumCharlotte, NC2026-11-04
Axxcess Wealth Management, LLC
76,708$6.9M0.3%CoreLowCarlsbad, CA2026-10-21
Uniting Wealth Partners, LLC
76,016$6.8M1.4%CoreMediumDenver, CO2026-11-06
Mlp3, LLC
74,911$6.7M5.8%CoreVery LowLinwood, NJ2026-10-22
IMG Wealth Management, Inc.
74,726$6.7M3.5%ETFMediumJacksonville, FL2026-10-27
TD Waterhouse Canada Inc.
74,700$6.7M0.0%CoreLowToronto, Australia2026-10-16
Truefg, LLC
74,056$6.6M1.5%ETFVery LowCedar Park, TX2026-10-15
Midwest Trust Co
73,470$6.6M0.1%CoreLowOverland Park, KS2026-10-22
Blue Capital, Inc.
73,254$6.6M4.1%CoreHighOmaha, NE2026-10-13
Old Second National Bank of Aurora
72,763$6.5M1.3%CoreLowAurora, IL2026-10-22
Trek Financial, LLC
72,594$6.5M0.3%ETFHighScottsdale, AZ2026-10-29
J.W. Cole Advisors, Inc.
72,560$6.5M0.1%IndexLowTampa, FL2026-11-05
MN Wealth Advisors, LLC
72,289$6.5M2.6%ETFMediumOverland Park, KS2026-10-23
Harbor Group, Inc.
71,176$6.4M0.8%ETFVery LowBedford, NH2026-10-14
Meitav Investment House LTD
70,926$6.4M0.0%ETFMediumBene-Beraq, Luxembourg2026-10-28
Capital Investment Advisory Services, LLC
70,788$6.4M0.4%CoreMediumRaleigh, NC2026-10-30
Carroll Advisory Group, LLC
70,509$6.3M2.0%ETFVery LowTexarkana, TX2026-10-16
Moisand Fitzgerald Tamayo, LLC
69,477$6.2M0.6%ETFVery LowOrlando, FL2026-10-15
Parcion Private Wealth LLC
67,508$6.1M0.3%CoreMediumBellevue, WA2026-10-28
Cushing Capital Partners, LLC
67,378$6.0M3.7%ETFLowDelafield, WI2026-10-20
Hengehold Capital Management LLC
67,039$6.0M0.5%ETFLowCincinnati, OH2026-10-16
Armstrong Advisory Group, Inc
66,728$6.0M0.4%ETFHighNeedham, MA2026-10-09
Insight Advisors, LLC/ PA
66,625$6.0M1.1%ETFMediumNewtown, PA2026-10-22
Downshift Financial, LLC
66,393$6.0M2.6%ETFLowBoulder, CO2026-10-13
Transcendent Capital Group LLC
66,382$6.0M2.4%ETFMediumEdmond, OK2026-10-28
Perigon Wealth Management, LLC
65,953$5.9M0.1%GrowthLowSan Francisco, CA2026-10-22
Vestment Financial LLC
65,134$5.8M2.6%ETFVery LowChanhassen, MN2026-10-13
Parkway Wealth Management Group, LLC
64,993$5.8M0.7%ETFHighPlano, TX2026-10-20
Creative Financial Designs Inc
64,369$5.8M0.3%ETFMediumKokomo, IN2026-11-04
HWG Holdings LP
63,592$5.7M1.3%GrowthHighHouston, TX2026-10-08
Asempa Wealth Advisors
63,560$5.7M4.4%ETFLowBaton Rouge, LA2026-10-07
Semitam Bonam LLC
63,011$5.7M3.9%ETFVery LowGoshen, NY2026-10-27
Diversify Wealth Management, LLC
62,578$5.7M0.1%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
62,578$5.7M0.1%GrowthLowSandy, UT2026-10-20
Bestgate Wealth Advisors, LLC
62,098$5.6M3.5%ETFLowFrederick, MD2026-10-13
Aureum Wealth Management, LLC
61,994$5.6M3.4%ETFLowNorth Palm Beach, FL2026-10-15
High Probability Advisors, LLC
61,971$5.6M0.6%ETFVery LowPittsford, NY2026-10-19
Lunt Capital Management, Inc.
61,297$5.5M2.1%ETFLowHolladay, UT2026-10-30
Latitude Advisors, LLC
61,063$5.5M1.7%ETFLowYorkville, IL2026-10-27
Fonville Wealth Management LLC
60,484$5.4M0.8%ETFVery LowRichmond, VA2026-10-28
Rossby Financial, LCC
60,162$5.4M0.8%ETFMediumMelbourne, FL2026-11-05
Beaumont Financial Advisors, LLC
60,031$5.4M0.3%GrowthMediumNeedham, MA2026-10-22
Commonwealth Financial Services, LLC
59,904$5.4M1.0%ETFMediumVienna, WV2026-10-20
YHB Investment Advisors, Inc.
59,013$5.3M0.3%GrowthLowWest Hartford, CT2026-10-08
SAX Wealth Advisors, LLC
58,341$5.2M0.1%ETFVery LowParsippany, NJ2026-10-13
Portside Wealth Group, LLC
58,122$5.2M0.6%CoreMediumProvo, UT2026-10-20
Sunpointe, LLC
57,897$5.2M1.6%GrowthMediumSt. Louis, MO2026-10-22
Shuttleworth & Co
57,840$5.2M4.2%GrowthLowPowell, OH2026-10-30
New Jersey Better Educational Savings Trust
57,427$5.2M8.6%ETFN/ATrenton, NJ2026-11-02
Colton Groome Financial Advisors, LLC
56,957$5.1M1.2%ETFLowAsheville, NC2026-10-06
Kingsbury Capital Investment Advisors LLC
56,541$5.1M4.8%GrowthMediumEvanston, IL2026-10-20
Bluesphere Advisors LLC
56,401$5.1M1.6%ETFLowEast Norriton, PA2026-10-19
Wedbush Securities Inc
56,026$5.0K0.0%CoreLowPasadena, CA2026-10-22
Courier Capital LLC
56,007$5.0M0.2%ETFLowBuffalo, NY2026-10-19
Mather Group, Llc.
55,889$5.0M0.0%ETFMediumChicago, IL2026-10-14
Gerber Kawasaki Wealth & Investment Management
55,084$4.9M0.1%ETFLowSanta Monica, CA2026-10-29
Bison Wealth, LLC
54,908$5.0M0.4%GrowthMediumAtlanta, GA2026-10-13
Triad Wealth Partners, LLC
54,823$4.9M0.3%ETFMediumLawrence, KS2026-10-26
Beacon Financial Group
54,174$4.9M0.4%ETFMediumDallas, TX2026-10-19
Certuity, LLC
53,961$4.8M0.2%GARPLowNorth Palm Beach, FL2026-11-02
Cap Partners, LLC
53,838$4.8M2.2%ETFLowFranklin, TN2026-10-19
HF Advisory Group, LLC
53,772$4.8M1.4%ValueLowAnnapolis, MD2026-10-09
McHugh Group, LLC
53,498$4.8M2.4%GrowthVery LowBratenahl, OH2026-10-19
ETF Store, Inc.
53,330$4.8M3.9%ETFVery LowOverland Park, KS2026-10-19
Robertson Stephens Wealth Management, LLC
53,120$4.8M0.1%ETFMediumSan Francisco, CA2026-10-16
PKS Advisory Services, LLC
53,030$4.7M0.7%ETFMediumAlbany, NY2026-10-26
Kestra Private Wealth Services, LLC
52,818$4.7M0.1%GrowthLowAustin, TX2026-11-06
Ethic Inc.
52,717$4.7M0.1%CoreLowNew York, NY2026-11-03
Traynor Capital Management, Inc.
52,669$4.7M0.2%GrowthLowMalvern, PA2026-10-29
Modera Wealth Management, LLC
52,449$4.7M0.0%ETFVery LowWestwood, NJ2026-10-28
Founders Financial Securities LLC
52,438$4.7M0.2%ETFMediumTowson, MD2026-10-28
Three Seasons Wealth, LLC
52,099$4.7M0.4%GrowthMediumSalt Lake City, UT2026-11-03
Lebenthal Global Advisors, LLC
51,822$4.7M0.6%ETFMediumHauppauge, NY2026-10-28
MSH Capital Advisors LLC
51,486$4.6M0.7%CoreLowScottsdale, AZ2026-11-03
WIN Advisors, Inc
51,358$4.6M1.8%ETFVery HighPalm Beach Gardens, FL2026-11-06
Balentine LLC
51,067$4.6M0.2%ETFLowAtlanta, GA2026-11-03
Palatine Hill Wealth Management, LLC
50,908$4.6M3.3%ETFMediumBirmingham, MI2026-11-03
Phillip James Consulting Co.
50,315$4.5M3.0%ETFVery HighPlymouth, MN2026-11-03
RDA Financial Network
50,264$4.5M1.0%GrowthMediumAkron, IA2026-10-15
Facet Wealth, Inc.
49,618$4.5M0.1%IndexVery LowWest Palm Beach, FL2026-11-04
Catalyst Private Wealth, LLC
49,467$4.4M1.9%ETFVery LowSan Mateo, CA2026-10-13
International Private Wealth Advisors LLC
49,027$4.4M1.8%CoreMediumSan Diego, CA2026-11-05
Secure Asset Management, LLC
48,539$4.4M0.6%GrowthMediumTroy, MI2026-10-19
Sanchez Gaunt Capital Management, LLC
48,478$4.4M2.4%ETFN/AReno, NV2026-11-03
Stevens Capital Partners
47,931$4.3M0.7%ETFVery LowOmaha, NE2026-10-29
Ascentis Independent Advisors
46,843$4.2M0.2%ETFLowDallas, TX2026-11-03
Avantax Planning Partners, Inc.
46,770$4.2M0.1%ETFLowDubuque, IA2026-11-03
Compass Financial Management LLC
45,669$4.1M0.4%CoreN/ATampa, FL2026-10-30
ACT Advisors, Llc.
45,563$4.1M1.3%ETFMediumAsheville, NC2026-10-15
Oppenheimer Asset Management Inc.
45,448$4.1M0.0%CoreMediumNew York, NY2026-10-27
Centennial Advisors, LLC
45,442$4.1M4.9%ETFHighAustin, TX2026-10-21
Fiscal Wisdom Wealth Management, LLC
44,987$4.0M4.8%ETFMediumCanton, CT2026-10-16
MBM Wealth Consultants, LLC
44,934$4.0M0.7%ETFVery LowChesterfield, MO2026-10-20
Wagner Wealth Management, Corp
44,494$4.0M3.1%ETFHighConyngham, PA2026-10-20
Bluestem Financial Advisors, LLC
43,961$3.9M1.4%ETFVery LowSavoy, IL2026-10-20
First Nebraska Trust Co
43,269$3.9M0.3%CoreVery LowLincoln, NE2026-10-30
Laurel OAK Wealth Management, LLC
42,943$3.9M0.5%GrowthLowMarlton, NJ2026-10-19
Wright Wealth LLC
42,942$3.9M2.2%ETFLowAtlanta, GA2026-10-29
Citigroup Inc
42,892$3.8M0.0%CoreMediumNew York, NY2026-11-04
Key Client Fiduciary Advisors, LLC
42,643$3.8M1.1%ValueMediumFairfield, NJ2026-10-19
Emergent Wealth Advisors, LLC
42,364$3.8M2.0%ETFMediumWilliamsville, NY2026-10-09
New Wave Wealth Advisors LLC
41,922$3.8M1.0%CoreMediumSpringdale, AR2026-10-19
Oregon Pacific Wealth Management, LLC
41,833$3.8M3.5%ETFMediumMedford, OR2026-10-20
USAdvisors Wealth Management, LLC
41,213$3.7K0.0%ETFLowEden Prairie, MN2026-10-21
Corundum Group, Inc.
40,963$3.7M1.0%CoreLowColorado Springs, CO2026-10-28
Renasant Bank
40,889$3.7M2.5%CoreMediumTupelo, MS2026-11-05
Centurion Wealth Management LLC
40,841$3.7M0.9%ETFMediumMclean, VA2026-10-13
Visionary Horizons, LLC
40,728$3.7M1.5%ETFLowKnoxville, TN2026-10-22
Maple Capital Management, Inc.
40,500$3.6M0.2%GrowthLowMontpelier, VT2026-11-02
Triumph Capital Management
40,449$3.6M0.6%ETFMediumDenver, CO2026-10-14
RMR Wealth Builders
40,409$3.6M0.2%ETFLowMontclair, NJ2026-10-22
Virtue Capital Management, LLC
40,273$3.6M0.5%GrowthHighBrentwood, TN2026-10-29
JSF Financial, LLC
39,880$3.6M0.5%ETFMediumLos Angeles, CA2026-10-22
Key Capital Management, Inc
39,864$3.6M1.3%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Certior Financial Group, LLC
39,440$3.5M1.9%ETFMediumKing Of Prussia, PA2026-10-19
Annex Advisory Services, LLC
39,277$3.5M0.1%GrowthHighBrookfield, WI2026-10-16
Fermata Advisors, LLC
38,908$3.5M0.7%ETFLowSonoma, CA2026-10-13
Vivid Wealth Management, LLC
38,455$3.5M1.2%GrowthLowWest Des Moines, IA2026-10-27
Mezzasalma Advisors, LLC
38,156$3.4M0.7%GrowthLowTinton Falls, NJ2026-10-14
Apella Capital, LLC
37,837$3.5M0.0%ETFVery LowWest Hartford, CT2026-10-08
Private Trust Co NA
37,563$3.4M0.3%CoreLowCleveland, OH2026-10-20
Outlook Wealth Advisors, LLC
37,255$3.3M0.7%ETFMediumShenandoah, TX2026-10-28
Midwest Financial Network, LLC
37,218$3.3M2.3%ETFHighTinley Park, IL2026-10-13
Acorn Wealth Advisors, LLC
37,091$3.3M0.8%ETFLowGrand Blanc, MI2026-10-19
Summit Financial Wealth Advisors, LLC
36,424$3.3M0.4%ETFLowLafayette, LA2026-10-15
IFC & Insurance Marketing, Inc.
36,352$3.3M2.8%ETFHighAuburn, CA2026-10-16
Asset Allocation & Management Company, LLC
36,130$3.2K0.0%ETFLowChicago, IL2026-10-13
Alliance Wealth Advisors, LLC
36,127$3.2M0.6%ETFHighCenterville, UT2026-10-28
Investment Management Trust, LLC
35,962$3.2M2.9%GrowthN/AFitchburg, MA2026-11-05
Elevation Wealth Management LLC
35,920$3.2M2.2%Agg GrowthLowEden Prairie, MN2026-11-02
Waterfront Wealth Inc.
35,837$3.2M0.5%ValueLowOverland Park, KS2026-11-03
Fortitude Family Office, LLC
35,683$3.2M0.5%ETFMediumScottsdale, AZ2026-10-14
Caliber Wealth Management, LLC / KS
35,616$3.2M0.3%ETFLowOverland Park, KS2026-11-04
Cooper Financial Group
35,369$3.2M0.3%GrowthMediumIrvine, CA2026-10-07
Financial Planning Navigators Corp
35,131$3.2M1.1%ETFMediumMaple Grove, MN2026-10-14
Connecticut Wealth Management, LLC
35,004$3.1M0.1%ETFLowFarmington, CT2026-10-13
Arista Wealth Management, LLC
34,864$3.1M0.3%ETFMediumLas Vegas, NV2026-10-29
StoneX Group Inc.
34,764$3.1M0.1%ETFMediumNew York, NY2026-11-03
Worth Financial Advisory Group, LLC
34,586$3.1M1.3%GrowthVery LowCharlotte, NC2026-10-19
Grimes & Co Wealth Management, LLC
34,581$3.1M0.1%CoreLowWestborough, MA2026-10-29
Schneider Downs Wealth Management Advisors, LP
34,566$3.1M0.3%ETFVery LowPittsburgh, PA2026-10-27
Spectrum Strategic Capital Management, LLC
33,864$3.0M1.5%ETFMediumCorvallis, OR2026-10-22
Norden Group LLC
33,681$3.0M0.2%GrowthMediumProvo, UT2026-10-20
M Holdings Securities, Inc.
33,660$3.0K0.0%ETFHighPortland, OR2026-11-03
Indivisible Partners
33,449$3.0M0.1%GrowthMediumClearwater, FL2026-10-26
Westover Capital Advisors, LLC
33,405$3.0M0.5%MomentumLowWilmington, DE2026-10-26
Optima Capital LLC
33,254$3.0M1.2%ETFHighPortland, OR2026-10-29
Nemes Rush Group LLC
33,238$3.0M0.2%CoreVery LowNovi, MI2026-11-04
Tounjian Advisory Partners, LLC
32,374$2.9M1.3%GrowthHighFort Myers, FL2026-11-04
McKinley Carter Wealth Services, Inc.
32,005$2.9M0.1%ETFMediumWheeling, WV2026-10-16
Stackstone Wealth, LLC
32,003$2.9M0.3%CoreN/ADubuque, IA2026-10-19
Fulcrum Equity Management
31,846$2.9M2.3%GrowthHighPlano, TX2026-10-21
Financial Advisory Partners, LLC
31,665$2.8M0.8%ETFVery LowWinter Park, FL2026-10-23
Robbins Farley
30,974$2.8M1.1%CoreMediumBedford, NH2026-10-21
Butensky & Cohen Financial Security, Inc
30,962$2.8M0.7%ValueLowPonte Vedra Beach, FL2026-10-13
Selby Wealth Management, LLC
30,530$2.7M1.0%ETFVery LowEmeryville, CA2026-10-16
SBI Securities Co., Ltd.
30,146$2.7M0.1%Agg GrowthLowTokyo, Mexico2026-10-22
DWM Financial Group, Inc.
30,117$2.7M2.1%ETFN/APalatine, IL2026-10-28
Americana Partners, LLC
30,090$2.7M0.1%CoreMediumHouston, TX2026-10-28
LexAurum Advisors, LLC
29,979$2.7M0.3%ETFLowOverland Park, KS2026-10-19
Narus Financial Partners, LLC
29,894$2.7M0.7%ValueLowSalt Lake City, UT2026-10-19
My Personal CFO, LLC
29,656$2.7M1.0%ETFHighVancouver, WA2026-10-14
Silverlake Wealth Management LLC
29,619$2.7M0.5%ETFLowWilliston, VT2026-10-21
Frisco Financial Planning LLC
29,479$2.6M2.1%ETFVery LowFrisco, TX2026-10-05
United Advisor Group, LLC
29,411$2.6M0.3%ETFLowCincinnati, OH2026-11-03
Acorn Financial Advisory Services Inc
29,402$2.6M0.3%ETFMediumReston, VA2026-11-02
Kavar Capital Partners Group, LLC
29,335$2.6M0.3%CoreLowLeawood, KS2026-11-06
Sharkey, Howes & Javer
29,088$2.6M0.3%ETFMediumDenver, CO2026-10-22
Cottage Street Advisors LLC
28,941$2.6M1.0%GrowthLowMarion, MA2026-10-19
Sound Income Strategies, LLC
28,928$2.6M0.1%YieldMediumFt Lauderdale, FL2026-10-09
Sovran Advisors, LLC
28,914$2.6M0.2%ETFMediumSan Diego, CA2026-11-02
Spire Wealth Management
28,499$2.6M0.1%GrowthMediumMclean, VA2026-10-30
Archer Investment Management, LLC
28,416$2.6M0.8%ETFHighAustin, TX2026-10-13
Hutchens & Kramer Investment Management Group, LLC
28,336$2.5M0.8%ETFLowIndianapolis, IN2026-10-16
Retirement Planning Group, LLC
28,333$2.5M0.1%ETFVery LowLeawood, KS2026-10-19
Albion Financial Group
28,230$2.5M0.1%GrowthLowSalt Lake City, UT2026-10-21
Matauro, LLC
28,056$2.5M0.3%ETFLowNew York, NY2026-11-03
Calamos Advisors LLC
28,045$2.5M0.0%GrowthMediumNaperville, IL2026-11-02
Koshinski Asset Management, Inc.
28,000$2.5M0.1%ETFLowDecatur, IL2026-10-29
October Effect Ltd
27,669$2.5M2.5%GrowthHighVirginia Beach, VA2026-10-20
Evanson Financial, LLC
27,537$2.5M0.1%ETFN/AMclean, VA2026-10-23
Hofer & Associates. Inc
27,460$2.5M1.7%ETFHighThousand Oaks, CA2026-10-13
RED Crane Wealth Management, LLC
27,460$2.5M1.7%ETFLowSan Francisco, CA2026-10-14
Sentinel Pension Advisors, LLC
27,448$2.5M0.3%ETFLowWakefield, MA2026-11-02
Aspen Wealth Management LLC
27,231$2.4M0.4%ETFLowFort Worth, TX2026-10-14
Riggs Asset Managment Co. Inc.
27,022$2.4M0.4%GrowthMediumDallas, PA2026-11-05
Sigma Planning Corp
26,630$2.4M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Realta Investment Advisors
26,130$2.3M0.7%GrowthMediumWilmington, DE2026-10-14
Redwood Financial Network Corp
25,716$2.3M1.3%ETFLowSolon, OH2026-11-03
Asio Capital, LLC
25,677$2.3M0.3%GrowthMediumLexington, KY2026-10-19
Fulcrum Capital LLC
25,338$2.3M0.4%GrowthLowSeattle, WA2026-10-15
Mendel Money Management
25,330$2.3M0.8%GrowthMediumNorthbrook, IL2026-11-02
Brooklyn FI, LLC
25,310$2.3M0.3%ETFVery LowNew York, NY2026-11-05
Brighton Jones LLC
25,146$2.3M0.0%CoreVery LowSeattle, WA2026-11-03
Root Financial Partners, LLC
25,122$2.3M0.1%ETFMediumEncinitas, CA2026-10-21
Rooted Wealth Advisors, Inc.
25,070$2.2M0.5%ETFLowBourbonnais, IL2026-11-03
Strategic Family Wealth Counselors, L.L.C.
24,617$2.2M0.5%ETFVery LowFairfield, NJ2026-10-29
Pinion Investment Advisors, LLC
24,427$2.2M0.4%ETFLowWichita, KS2026-11-04
Sanchez Wealth Management Group
23,954$2.2M6.5%ETFVery LowJacksonville, FL2026-11-02
Uptick Partners, LLC
23,663$2.1M0.3%ETFLowNacogdoches, TX2026-11-04
LifeWealth Investments, LLC
23,613$2.1M0.6%ETFMediumWinter Garden, FL2026-10-21
Cullen Investment Group, Ltd.
23,596$2.2M0.3%CoreLowLafayette, LA2026-10-13
Treasure Coast Financial Planning
23,592$2.1M1.0%ETFVery LowVero Beach, FL2026-11-03
Raab & Moskowitz Asset Management LLC
23,161$2.1M0.4%CoreLowChatham, NJ2026-11-02
Prosperity Financial Group, Inc.
23,099$2.1M0.6%GrowthMediumSan Ramon, CA2026-10-29
CGN Advisors LLC
23,084$2.1M0.2%ETFLowManhattan, KS2026-10-21
Inscription Capital, LLC
22,742$2.0M0.2%GARPMediumHouston, TX2026-11-02
BAM Wealth Management, LLC
22,556$2.0M1.1%ETFHighLakewood, CO2026-10-15
Shaker Investments LLC
22,479$2.0M0.8%MomentumMediumCleveland, OH2026-11-05
Town Capital LLC
22,348$2.0M1.3%ETFHighBel Air, MD2026-11-03
Harmony Asset Management LLC
22,295$2.0M0.5%GrowthMediumScottsdale, AZ2026-10-20
Woodmont Investment Counsel LLC
22,183$2.0M0.1%GARPVery LowNashville, TN2026-10-29
SFM, LLC d/b/a Sweeney Financial Advisors
22,037$2.0M1.0%ETFLowBedford, NH2026-10-14
Cliftonlarsonallen Wealth Advisors, LLC
21,993$2.0M0.0%ETFLowMinneapolis, MN2026-10-14
Peck Wealth Management, LLC
21,946$2.0M1.7%ETFLowWhite Plains, NY2026-10-29
Puff Wealth Management, LLC
21,742$2.0M1.8%ETFLowHaddonfield, NJ2026-10-07
Advisor Resource Council
21,633$2.0M0.7%ETFLowDallas, TX2026-11-05
Stegent Equity Advisors, Inc.
21,613$1.9M1.5%ETFHighHouston, TX2026-10-13
Strong Retirement Solutions LLC
21,599$1.9M1.1%GrowthMediumSilverdale, WA2026-10-07
APS Management Group, Inc.
21,027$1.9M1.4%ETFMediumTorrance, CA2026-10-14
Hartford Financial Management Inc.
20,737$1.9M0.4%CoreLowWest Hartford, CT2026-10-21
Wilkins Miller Wealth Management, LLC
20,586$1.8M1.0%ETFVery LowMobile, AL2026-10-13
Concord Wealth Partners
20,579$1.8M0.2%GrowthLowAbingdon, VA2026-11-02
Soundwatch Capital LLC
20,456$1.9M0.2%ETFVery LowDallas, TX2026-11-04
Wealth Group Ltd
20,342$1.8M0.3%ETFLowEden Prairie, MN2026-10-07
Orgel Wealth Management, LLC
20,040$1.8M0.0%ETFMediumAltoona, WI2026-10-14
Stirlingshire Investments, Inc.
20,020$1.8M1.3%ETFMediumNew York, NY2026-11-05
Concord Asset Management, LLC
19,941$1.8M0.3%GrowthLowAbingdon, VA2026-11-02
Bright Futures Wealth Management, Llc.
19,940$1.8M1.2%CoreHighWebster, Ny 14580, NY2026-10-23
Redhawk Wealth Advisors, Inc.
19,828$1.8M0.2%ETFHighMinneapolis, MN2026-10-14
GoalVest Advisory LLC
19,690$1.8M0.3%ETFMediumNew York, NY2026-10-02
Foronjy Financial LLC
19,655$1.8M0.6%ETFLowLos Osos, CA2026-10-14
Verdence Capital Advisors LLC
19,424$1.7M0.1%CoreMediumHunt Valley, MD2026-10-26
King Luther Capital Management Corp
19,306$1.7M0.0%CoreLowFort Worth, TX2026-11-05
Quest 10 Wealth Builders, Inc.
19,189$1.7M1.3%ETFLowFuquay-Varina, VA2026-11-02
EverSource Wealth Advisors, LLC
19,123$1.7M0.1%CoreMediumBirmingham, AL2026-11-04
Visionary Wealth Advisors
19,080$1.7M0.1%ETFLowO'Fallon, IL2026-11-04
Invested Advisors
18,923$1.7M1.4%CoreMediumState College, PA2026-10-23
Landmark Wealth Management, LLC
18,510$1.7M0.4%ETFVery LowMelville, NY2026-11-03
Mission Wealth Management, LP
18,226$1.6M0.0%ETFLowSanta Barbara, CA2026-10-15
WealthPlan Investment Management, LLC
18,180$1.6M0.1%GrowthMediumOmaha, NE2026-10-15
Great Lakes Retirement, Inc.
18,009$1.6M0.1%GrowthLowSandusky, OH2026-10-26
Cherry Tree Wealth Management, LLC
17,913$1.6M0.3%ETFVery LowMinnetonka, MN2026-10-15
Stewardship Advisors, LLC
17,852$1.6M0.3%ETFMediumMount Joy, PA2026-10-20
Resonant Capital Advisors, LLC
17,848$1.6M0.1%ETFLowMadison, WI2026-10-15
Keystone Wealth Services, LLC
17,834$1.6M0.3%ETFHighPalm Desert, CA2026-11-03
MFG Wealth Management, Inc.
17,801$1.6M1.2%GrowthHighIndianapolis, IN2026-10-09
Asset Dedication, LLC
17,674$1.6M0.1%ETFLowSan Francisco, CA2026-11-03
Orin Green Financial, LLC
17,671$1.6M0.6%ETFVery LowSan Diego, CA2026-10-19
LongView Wealth Management
17,639$1.6M0.4%ETFLowAtlanta, GA2026-10-19
Watershed Private Wealth LLC
17,430$1.6M0.4%ETFMediumOak Brook, IL2026-10-30
Flagship Private Wealth, LLC
17,398$1.6M0.5%ETFLowWoburn, MA2026-11-05
Soltis Investment Advisors LLC
17,339$1.6M0.1%CoreMediumSt. George, UT2026-10-28
Omnitrust Wealth Management, Inc
17,306$1.6M1.8%ETFN/AJacksonville, FL2026-11-02
Bensler, LLC
17,295$1.6M0.1%MomentumMediumBellevue, WA2026-11-05
Clear Point Advisors Inc.
17,188$1.5M1.1%ETFMediumMelville, NY2026-10-30
Cyndeo Wealth Partners, LLC
17,003$1.5M0.1%CoreMediumSt. Petersburg, FL2026-10-16
Cape Investment Advisory, Inc.
16,959$1.5M0.4%ETFLowMcdonough, GA2026-10-13
Kathmere Capital Management, LLC
16,811$1.5M0.1%ETFLowWayne, PA2026-10-20
tru Independence LLC
16,643$1.5M0.6%ETFLowPortland, OR2026-10-20
W.H. Cornerstone Investments Inc.
16,502$1.5M0.8%CoreLowKingston, MA2026-11-03
Millennium Capital Advisors, LLC
16,386$1.5M0.8%GrowthLowLittle Rock, AR2026-10-16
Tlwm
16,271$1.5M0.2%ETFLowSan Antonio, TX2026-10-09
Retirement Planning Co of New England, Inc.
16,112$1.4M0.5%CoreLowWarwick, RI2026-10-15
Blue Jean Financial LLC
16,098$1.4M0.9%GrowthVery HighAlbany, NY2026-10-20
Cullen T Bankers, Inc.
16,016$1.4M0.0%GrowthLowSan Antonio, TX2026-10-28
MBE Wealth Management, LLC
15,991$1.4M0.5%ETFVery LowTomah, WI2026-10-26
Csenge Advisory Group
15,984$1.4M0.1%ETFMediumClearwater, FL2026-11-04
Summit Investment Advisory Services, LLC
15,731$1.4M0.4%ETFVery LowRoseville, MN2026-11-03
Alamar Capital Management, LLC
15,700$1.4M0.7%GrowthMediumSanta Barbara, CA2026-11-02
Capital Advisors, Ltd. LLC
15,695$1.4K0.0%ETFLowShaker Heights, OH2026-10-27
Kingdom Financial Group Llc.
15,685$1.4M0.4%ETFMediumPeoria, AZ2026-11-04
Nicholas Wealth, Llc.
15,679$1.4M0.7%GrowthMediumMarietta, GA2026-10-26
Professional Financial Advisors, LLC
15,661$1.4M0.2%ETFMediumNorth Platte, NE2026-10-13
Bernardo Wealth Planning LLC
15,558$1.4M0.1%ETFVery LowHarleysville, PA2026-10-23
RIA Advisory Group LLC
15,279$1.4M0.4%ETFHighSioux Falls, SD2026-10-15
Financial Management Network Inc
15,254$1.4M0.2%ETFLowMission Viejo, CA2026-10-09
Kachkovsky & Fisher, Inc.
15,247$1.4M1.2%ETFN/ASan Diego, CA2026-10-21
Onyx Bridge Wealth Group LLC
15,160$1.4M0.1%ETFMediumTarrytown, NY2026-10-16
Weaver Consulting Group
15,120$1.4M0.3%ETFLowHuntington Beach, CA2026-10-07
Clearstead Advisors, LLC
14,744$1.3M0.0%ETFLowCleveland, OH2026-11-06
Cornerstone Planning Group LLC
14,685$1.3M0.2%ETFMediumFairfield, NJ2026-10-16
Legacy Wealth Partners, LLC
14,542$1.3M0.3%ETFHighLakewood, CO2026-10-15
4Wealth Advisors, Inc.
14,508$1.3M0.9%ETFMediumBurr Ridge, IL2026-10-13
GK Wealth Management LLC
14,495$1.3M0.7%GARPVery HighReno, NV2026-10-09
WealthCare Investment Partners, LLC
14,457$1.3M0.3%ETFLowPortsmouth, RI2026-11-05
Fingerlakes Wealth Management, Inc.
14,417$1.3M0.7%ETFVery LowIthaca, NY2026-11-04
Montgomery Financial Services LLC
14,201$1.3M1.0%ETFN/AOcean City, MD2026-11-03
Thompson Davis & Co., Inc.
14,075$1.3M0.8%CoreMediumRichmond, VA2026-11-05
Confluence Wealth Services, Inc.
14,068$1.3M0.0%ETFVery LowMcmurray, PA2026-11-05
Keybank National Association
14,056$1.3M0.0%CoreLowBrooklyn, OH2026-11-04
Embree Financial Group
14,034$1.3M0.1%ETFLowChicago, IL2026-10-22
Quadcap Wealth Management, LLC
13,973$1.3M0.1%ETFLowFrisco, TX2026-11-02
Obsidian CIO, LLC
13,708$1.2M0.9%GrowthMediumNew York, NY2026-11-05
G&S Capital LLC
13,658$1.2M0.4%CoreMediumDenver, CO2026-10-23
Voisard Asset Management Group, Inc.
13,575$1.2M0.2%ETFLowGrand Rapids, MI2026-10-13
Foresight Capital Management Advisors, Inc.
13,561$1.2M0.6%CoreMediumSaline, MI2026-10-27
Rockwood Wealth Management, LLC
13,551$1.2M0.1%ETFVery LowNew Hope, PA2026-10-27
Gibbs Wealth Management
13,511$1.2M0.1%CoreLowAlpharetta, GA2026-10-22
Ayalon Insurance Comp Ltd.
13,500$1.2K0.0%ETFLowRamat Gan, Luxembourg2026-10-08
William Mack & Associates, Inc.
13,478$1.2M0.4%ETFLowTroy, MI2026-10-27
PCA Investment Advisory Services Inc.
13,336$1.2M0.3%ETFVery LowCincinnati, OH2026-10-13
Smith Asset Management Co., LLC
13,224$1.2M1.0%YieldLowChiefland, FL2026-10-16
Capital Investment Advisors, LLC
13,033$1.2M0.0%CoreLowAtlanta, GA2026-10-22
Whelan Financial
12,918$1.2M0.3%ETFLowFresno, CA2026-10-28
World Equity Group, Inc.
12,911$1.2M0.5%GrowthMediumSchaumburg, IL2026-10-14
Community Bank, N.A.
12,890$1.2M0.1%CoreVery LowDewitt, NY2026-11-06
Zega Investments, LLC
12,671$1.1M0.1%GrowthMediumPalm Beach Gardens, FL2026-11-04
Baker Tilly Wealth Management, LLC
12,575$1.1M0.2%GrowthLowMadison, WI2026-10-05
SeaCrest Wealth Management, LLC
12,492$1.1M0.1%GrowthLowPurchase, NY2026-10-21
Fiduciary Financial Group, LLC
12,428$1.1M0.1%ETFLowSan Rafael, CA2026-10-13
Delta Wealth Advisors LLC
12,291$1.1M0.8%ETFMediumIndianapolis, IN2026-10-09
Elevation Point Wealth Partners, LLC
12,202$1.1M0.0%CoreHighDenver, CO2026-11-05
Schorn Wealth LLC
12,085$1.1M0.3%ETFLowEnglewood, FL2026-10-14
Athena Wealth Management, LLC
12,044$1.1M0.8%GARPMediumReno, NV2026-10-09
Vantage Investment Partners, LLC
11,912$1.1M0.1%CoreMediumKansas City, MO2026-10-27
Next Level Wealth Planning, LLC
11,696$1.0M0.4%ETFVery LowMeridian, ID2026-10-29
Accurate Wealth Management, LLC
11,649$1.1M0.1%CoreMediumWesley Chapel, FL2026-10-20
Five Oceans Advisors
11,503$1.0M0.4%ETFVery LowCarlsbad, CA2026-10-22
Barnes Dennig Private Wealth Management LLC
11,457$1.0M0.9%CoreLowCincinnati, OH2026-10-30
Carmel Capital Partners, LLC
11,398$1.0M0.4%ValueMediumSan Diego, CA2026-11-03
Mallini Complete Financial Planning LLC
11,368$1.0M0.7%ETFMediumGainesville, FL2026-10-06
A4 Wealth Advisors LLC
11,356$1.0M0.7%ETFHighHuntersville, NC2026-10-20
FFG Partners, LLC
11,331$1.0M0.3%MomentumHighFort Lauderdale, FL2026-10-15
Integrity Wealth Partners, LLC
11,200$1.0M0.8%ETFN/AWalnut Creek, CA2026-10-14
Avior Wealth Management, LLC
11,060$992.8K0.0%ETFMediumOmaha, NE2026-10-13
Prevail Innovative Wealth Advisors, LLC
11,015$1.0M0.1%CoreVery HighLeawood, KS2026-10-20
Sound Financial Strategies Group, LLC
10,923$980.4K0.7%ETFMediumMadison, MS2026-10-30
Signature Estate & Investment Advisors LLC
10,801$969.5K0.0%ETFMediumLos Angeles, CA2026-10-13
Kelsey Financial, LLC
10,725$962.7K0.8%ETFLowMoorpark, CA2026-10-28
Chemistry Wealth Management LLC
10,607$952.1K0.1%CoreLowNew York, NY2026-10-16
WealthBridge Capital Management, LLC
10,553$947.2K0.2%ETFLowWesterville, OH2026-10-16
Taylor Securities Services, Inc.
10,445$937.5K0.4%ETFLowHarrisburg, PA2026-10-20
MJT & Associates Financial Advisory Group, Inc.
10,422$935.5K0.6%ETFLowMontevideo, MN2026-10-07
D.A. Davidson & Co.
10,193$915.0K0.0%CoreLowGreat Falls, MT2026-10-28
Key FInancial Inc
10,184$914.1K0.1%ETFLowWest Chester, PA2026-11-02
Fifth Third Wealth Advisors LLC
10,160$912.0K0.0%IndexVery LowCincinnati, OH2026-10-22
Vontobel Holding Ltd.
10,124$908.7K0.0%CoreMediumZurich, Switzerland2026-10-16
Hughes Financial Services, LLC
10,044$909.9K0.1%ETFLowHerndon, VA2026-10-30
Trilogy Capital Inc.
10,007$898.3K0.0%ETFMediumIrvine, CA2026-10-20
Sensible Money, LLC
9,954$893.5K0.2%ETFVery LowScottsdale, AZ2026-10-20
High Note Wealth, LLC
9,913$889.8K0.1%ETFVery LowDeephaven, MN2026-10-27
CPC Advisors, LLC
9,833$882.6K0.1%ETFMediumAtlanta, GA2026-10-21
Roman Butler Fullerton & Co
9,719$877.1K0.2%GrowthMediumSt Louis, MO2026-10-27
Raleigh Capital Management Inc.
9,691$869.8K0.3%CoreMediumCary, NC2026-10-28
Liberty Atlantic Advisors LLC
9,552$857.4K0.5%ETFLowOlympia, WA2026-10-14
Catalyst Financial Partners LLC
9,503$853.0K0.1%CoreLowBoston, MA2026-11-06
Financial Partners Group, Inc
9,450$848.3K0.1%ETFLowOverland Park, KS2026-10-19
Summit Global Investments
9,444$8480.0%CoreMediumBountiful, UT2026-10-28
Quartz Partners, LLC
9,428$846.2K0.3%GARPMediumSaratoga Springs, NY2026-11-03
Defined Wealth Management, LLC
9,423$845.8K0.4%ETFLowBeaverton, OR2026-10-19
Pioneer Family Office, LLC
9,410$844.6K0.4%ETFMediumNorth Miami Beach, FL2026-10-30
Ascentis Wealth Management, LLC
9,390$842.8K0.1%Agg GrowthLowDallas, TX2026-11-03
Provenance Wealth Advisors, LLC
9,370$841.1K0.0%ETFLowFort Lauderdale, FL2026-10-30
Targeted Financial Services LLC
9,290$833.9K0.6%ETFLowSeminole, FL2026-10-19
Optimist Retirement Group LLC
9,281$831.1K0.3%ValueLowBellevue, WA2026-10-30
Mainsail Financial Group, LLC
9,269$832.0K0.3%ETFLowBellevue, WA2026-10-23
Lockerman Financial Group, Inc.
9,261$831.3K1.2%ETFMediumNewport Beach, CA2026-10-19
Transce3nd, LLC
9,249$841.6K0.8%GrowthLowBuda, TX2026-10-26
Wellment Financial
9,204$826.2K0.9%ETFHighElmhurst, IL2026-10-28
Cranbrook Wealth Management, LLC
9,095$816.4K0.2%ETFVery LowBloomfield Hills, MI2026-10-28
Laurel Wealth Advisors LLC
9,015$809.2K0.1%CoreVery LowCharlotte, NC2026-10-27
Summit Financial Strategies, Inc.
8,986$806.6K0.1%ETFLowColumbus, OH2026-10-14
Consolidated Capital Management, LLC
8,977$805.8K0.2%GrowthHighBurbank, CA2026-10-13
Shira Ridge Wealth Management
8,975$805.6K0.3%ETFLowLarkspur, CA2026-10-09
SteelPeak Wealth, LLC
8,937$802.1K0.0%GrowthHighWoodland Hills, CA2026-10-16
Global X Japan Co., Ltd.
8,917$800.4K0.0%Agg GrowthMediumChiyoda-Ku, Tokyo, Mexico2026-10-21
Breachway Investments LLC
8,909$799.7K1.2%ETFLowCharlestown, RI2026-10-19
Chris Bulman Inc
8,799$789.8K0.3%ETFLowRoseville, CA2026-10-20
Wedmont Private Capital
8,767$798.5K0.0%IndexVery LowWest Chester, PA2026-10-09
Arlington Trust Co LLC
8,763$786.6K0.1%ETFMediumBirmingham, AL2026-10-20
Waterway Wealth Management, LLC
8,743$784.8K0.1%ETFMediumThe Woodlands, TX2026-10-28
Jacobi Capital Management LLC
8,737$784.2K0.0%CoreLowPittston, PA2026-11-05
Valeo Financial Advisors, LLC
8,676$778.8K0.0%ETFLowCarmel, IN2026-10-08
Emerald Advisors, LLC
8,639$775.4K0.1%GrowthVery LowBellevue, WA2026-10-13
Two West Capital Advisors LLC
8,605$773.9K0.4%ETFLowOverland Park, KS2026-10-15
Altrius Capital Management Inc
8,500$763.0K0.1%YieldMediumNew Bern, NC2026-11-05
Revisor Wealth Management LLC
8,470$760.6K0.2%CoreLowAkron, OH2026-10-20
Southland Equity Partners LLC
8,435$757.1K0.1%ETFLowWildwood, MO2026-10-14
Joel Adams & Associates, Inc.
8,402$754.1K0.5%ETFLowAsheville, NC2026-11-02
Corrado Advisors, LLC
8,348$749.3K0.4%CoreMediumRamsey, NJ2026-10-27
Cornell Pochily Investment Advisors, Inc.
8,159$732.4K0.2%CoreLowIthaca, NY2026-10-19
Western Financial Corp
8,095$726.6K0.2%MomentumHighSan Diego, CA2026-10-14
Curbstone Financial Management Corp
8,088$726.0K0.1%CoreLowManchester, NH2026-10-21
Kestra Investment Management, LLC
8,069$724.3K0.0%ETFMediumAustin, TX2026-11-04
POM Investment Strategies, LLC
8,011$719.1K0.6%ETFVery HighRaleigh, NC2026-10-20
HBW Advisory Services LLC
7,988$717.0K0.1%ETFMediumSimi Valley, CA2026-10-15
Acropolis Investment Management, LLC
7,985$716.8K0.0%ETFLowSt. Louis, MO2026-10-08
Canvas Wealth Advisors, LLC
7,980$722.9K0.1%GrowthLowShawnee, KS2026-11-02
Summit Financial Consulting LLC
7,840$703.7K0.5%ETFHighSterling Heights, MI2026-10-15
Opulen Financial Group LLC
7,801$700.2K0.4%ETFVery LowArlington, VA2026-10-22
Pacific Excel Wealth Advisors, Inc.
7,665$688.0K0.8%ETFHighWalnut Creek, CA2026-10-27
Aspiriant, LLC
7,592$681.5K0.0%ETFVery LowLos Angeles, CA2026-10-16
Rockland Trust Co
7,566$679.1K0.0%CoreLowHanover, MA2026-10-05
Prospera Financial Services Inc
7,560$672.6K0.0%CoreMediumDallas, TX2026-11-04
MY Wealth Management Inc.
7,551$677.8K0.5%ETFVery HighGermantown, MD2026-10-21
Manske Wealth Management
7,514$674.5K0.2%ValueVery LowHouston, TX2026-10-26
Castleview Partners, LLC
7,500$673.3K0.3%CoreMediumDallas, TX2026-10-09
Summit Wealth Group LLC / Co
7,342$659.0K0.0%ETFHighColorado Springs, CO2026-10-29
Cypress Financial Planning LLC
7,321$657.1K0.2%ETFLowHaddon Heights, NJ2026-10-09
Tarbox Family Office, Inc.
7,304$655.6K0.1%ETFVery LowNewport Beach, CA2026-10-23
Accredited Investors Inc.
7,287$654.1K0.0%ETFLowEdina, MN2026-11-03
Scarborough Advisors, LLC
7,235$649.4K2.7%ETFMediumAnnapolis, MD2026-10-16
Wells Financial Advisors Inc
7,200$646.3K6.0%ETFVery LowFramingham, MA2026-11-02
Defender Capital, Llc.
7,200$646.3K0.2%GrowthHighCharlotte, NC2026-10-01
Plante Moran Financial Advisors, LLC
7,200$646.3K0.0%ETFVery LowSouthfield, MI2026-11-04
Provident Wealth Management, LLC
7,180$644.5K0.2%ETFVery LowBrentwood, TN2026-10-20
MLG Wealth Management DBA Pine Grove Financial Group
7,177$644.2K0.1%ETFMediumWoodbury, MN2026-10-13
Portland Financial Advisors Inc
7,071$634.7K1.1%ETFVery LowPort Washington, NY2026-10-26
Peak Financial Advisors LLC
7,020$630.1K0.3%CoreHighDenver, CO2026-10-28
Culbertson A N & Co Inc
6,900$619.3K0.1%CoreVery LowCharlottesville, VA2026-10-21
Financial Network Wealth Advisors LLC
6,886$618.1K0.6%ETFLowMurray, UT2026-10-28
Relyea Zuckerberg Hanson LLC
6,861$615.8K0.1%ETFLowStamford, CT2026-10-20
Diligent Investors, LLC
6,800$610.4K0.1%CoreLowRedlands, CA2026-10-21
Citizens & Northern Corp
6,729$604.0K0.1%CoreLowWellsboro, PA2026-11-06
Lantern Wealth Advisors, LLC
6,673$598.9K0.3%GrowthLowMelville, NY2026-10-22
CWA Asset Management Group, LLC
6,669$598.6K0.0%CoreMediumNaples, FL2026-10-19
Deane Retirement Strategies, Inc.
6,500$583.4K0.2%CoreVery HighNew Orleans, LA2026-10-09
Symphony Financial, Ltd. Co.
6,471$583.6K0.1%GrowthLowHouston, TX2026-10-22
Noble Family Wealth, LLC
6,326$567.8K0.1%ETFVery LowClearwater, FL2026-10-26
Washington Trust Co
6,316$566.9K0.0%GrowthVery LowWesterly, RI2026-10-22
Westside Investment Management, Inc.
6,287$565.3K0.1%GrowthLowSanta Monica, CA2026-11-02
Trail Ridge Investment Advisors, LLC
6,285$564.1K0.2%CoreLowFort Collins, CO2026-10-16
Nikulski Financial, Inc.
6,178$554.5K0.1%GrowthMediumBettendorf, IA2026-11-06
Destiny Wealth Partners, LLC
6,136$543.1K0.1%ETFMediumTavares, FL2026-11-05
Crew Capital Management, Ltd
6,101$547.6K0.3%GrowthMediumCincinnati, OH2026-10-28
Trust Co of the South
6,079$545.7K0.1%ETFLowGreensboro, NC2026-10-21
Matrix Trust Co
6,035$5420.0%ETFLowDenver, CO2026-10-07
Miramontes Capital, LLC
6,032$541.4K0.2%GrowthVery LowNewport, CA2026-10-19
PFG Private Wealth Management, LLC
6,021$540.5K0.2%ETFHighLutz, FL2026-10-15
Liberty Capital Management, Inc.
5,954$534.4K0.1%CoreVery LowBirmingham, MI2026-11-02
Graetz Wealth LLC
5,951$534.1K0.4%ETFMediumJenison, MI2026-10-27
Mystic Asset Management, Inc.
5,915$530.9K0.1%CoreVery LowWarwick, RI2026-10-15
SigFig Wealth Management, LLC
5,852$525.3K0.0%ETFLowSan Francisco, CA2026-10-07
Flower City Capital
5,848$524.9K0.2%ETFVery LowPittsford, NY2026-10-15
USA Financial Formulas
5,831$523.4K0.1%ETFVery HighAda, MI2026-10-16
SpringVest Wealth Management LLC
5,830$523.3K0.3%ETFLowDallas, TX2026-10-27
Councilor Wealth, LLC
5,729$514.3K0.2%ETFLowBethesda, MD2026-10-09
Buska Wealth Management, LLC
5,711$512.6K0.2%ETFMediumWausau, WI2026-10-08
Laurel Wealth Planning LLC
5,661$508.1K0.2%ETFLowEdina, MN2026-11-02
Moody National Bank Trust Division
5,627$505.1K0.0%CoreMediumGalveston, TX2026-10-06
Guardian Wealth Advisors, LLC
5,622$509.4K0.3%ETFVery LowSt Louis Park, MN2026-10-30
Romano Brothers and Company
5,539$497.2K0.1%CoreLowEvanston, IL2026-10-22
Nicollet Investment Management, Inc.
5,503$4940.0%CoreVery LowMinneapolis, MN2026-10-14
Global Trust Asset Management, LLC
5,488$492.6K0.2%GrowthMediumPalm Beach Gardens, FL2026-10-19
Patten Group, Inc.
5,458$489.9K0.1%CoreLowChattanooga, TN2026-10-26
Ironwood Financial, llc
5,443$488.6K0.1%ETFLowTucson, AZ2026-10-20
Macroview Investment Management LLC
5,403$485.0K0.3%ETFLowBethesda, MD2026-10-26
Leverty Financial Group, LLC
5,391$483.9K0.1%ETFVery LowHudson, WI2026-10-08
Old Port Advisors
5,381$483.0K0.1%GARPLowPortland, ME2026-10-23
Focused Alpha, LLC
5,365$481.6K0.1%CoreMediumDenver, CO2026-10-20
True Link Financial Advisors, LLC
5,321$477.6K0.0%ETFLowSan Francisco, CA2026-10-27
Approach Retirement Advisors, LLC
5,305$476.1K0.4%ETFLowVestavia, AL2026-10-22
HB Wealth Management, LLC
5,253$471.5K0.0%IndexVery LowAtlanta, GA2026-10-23
Colonial River Investments, LLC
5,188$465.7K0.1%GrowthMediumMidlothian, VA2026-10-19
Helium Advisors LLC
5,172$464.2K0.4%ETFLowVancouver, WA2026-10-23
Private Client Services, LLC
5,168$463.9K0.1%ETFMediumLouisville, KY2026-10-02
Traveka Wealth, LLC
5,134$460.8K0.1%ETFLowLos Altos, CA2026-10-19
Claro Advisors Inc.
5,067$454.8K0.0%CoreLowBoston, MA2026-11-02
Fortitude Advisory Group L.L.C.
5,048$453.1K0.2%GrowthMediumGig Harbor, WA2026-10-15
Ejmk Ventures LLC
5,048$453.1K0.2%GrowthMediumItasca, IL2026-10-21
Urban Wealth Management, LLC
5,026$451.1K0.4%GrowthMediumLakewood, CA2026-10-21
Northeast Investment Management
5,000$448.8K0.0%GrowthVery LowBoston, MA2026-10-30
James J. Burns & Company, LLC
4,989$447.7K0.0%ETFVery LowMelville, NY2026-10-22
Forvis Mazars Wealth Advisors, LLC
4,985$447.5K0.0%ETFVery LowSpringfield, MO2026-10-13
Santori & Peters, Inc.
4,984$447.4K0.1%GrowthVery LowCanonsburg, PA2026-10-26
Hurley Capital, LLC
4,958$445.1K0.2%GARPMediumNew York, NY2026-11-05
Abner Herrman & Brock LLC
4,950$4440.0%GARPLowJersey City, NJ2026-10-20
15 Wealth Advisors LLC
4,931$442.9K0.1%ETFN/AMundelein, IL2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
4,909$440.6K0.0%GrowthVery LowSeattle, WA2026-10-27
Heartwood Wealth Advisors LLC
4,883$438.3K0.0%ETFLowRichmond, VA2026-10-05
Sagespring Wealth Partners, LLC
4,834$433.9K0.0%ETFLowFranklin, TN2026-10-22
Synergy Asset Management, LLC
4,721$423.8K0.0%GrowthHighVancouver, WA2026-11-05
Destiny Capital Corp
4,717$423.4K0.2%ETFVery LowDenver, CO2026-11-03
International Assets Investment Management, LLC
4,691$421.9K0.0%CoreVery HighOrlando, FL2026-11-02
Rayburn West Financial Services LLC
4,678$419.9K0.2%ValueLowNashville, TN2026-11-03
Milestone Asset Management, LLC
4,651$417.6K0.1%GrowthHighPittsburgh, PA2026-10-15
Fulton Bank, N.A.
4,626$415.2K0.0%CoreLowLancaster, PA2026-10-14
GSG Advisors LLC
4,608$413.6K0.1%ETFVery LowMount Laurel, NJ2026-11-03
Prosperitas Financial LLC
4,566$409.8K0.1%GrowthLowValencia, CA2026-10-28
Ignite Planners, LLC
4,544$408.6K0.1%CoreLowSan Clemente, CA2026-10-14
Guidance Capital, Inc
4,541$402.0K0.1%ETFMediumLousville, KY2026-11-03
CIBC Asset Management Inc
4,532$406.8K0.0%GARPLowToronto, South Africa2026-11-05
Global Wealth Management Investment Advisory, Inc.
4,520$405.7K0.1%CoreLowFort Lauderdale, FL2026-11-04
Burns J W & Co Inc
4,458$400.2K0.0%GrowthVery LowDewitt, NY2026-10-20
Silver Grove Financial Group, Inc.
4,425$397.2K0.2%CoreMediumOrchard Park, NY2026-11-05
SMI Advisory Services, LLC
4,412$404.3K0.1%ETFMediumColumbus, IN2026-10-13
Vigilare Wealth Management
4,382$393.4K0.1%ETFHighScottsdale, AZ2026-10-29
Cerro Pacific Wealth Advisors LLC
4,377$392.9K0.1%GrowthLowSan Luis Obispo, CA2026-10-22
Inspirion Wealth Advisors, LLC
4,375$392.7K0.0%ETFMediumLibertyville, IL2026-10-09
Milestone Asset Management Group, LLC
4,281$384.3K0.2%ETFVery LowAvon, CT2026-10-20
Tortuga Wealth Management, Inc
4,243$381.1K0.3%CoreLowTorrance, CA2026-10-27
Integrated Advisors Network LLC
4,221$378.8K0.0%GrowthMediumDallas, TX2026-10-20
Orange Investment Advisors, Inc.
4,178$375.0K0.0%CoreLowGoshen, NY2026-10-23
Legacy Capital Wealth Partners, LLC
4,172$374.5K0.1%CoreMediumLittle Rock, AR2026-10-21
Successful Portfolios LLC
4,159$379.3K0.2%CoreVery LowClearwater, FL2026-10-09
Schulz Wealth, Ltd.
4,126$370.4K0.2%ETFVery LowMansfield, TX2026-11-03
Howard Capital Management Group, LLC
4,121$369.9K0.0%GrowthVery LowLos Angeles, CA2026-10-16
Krilogy Financial LLC
4,109$376.3K0.0%GrowthLowSt. Louis, MO2026-10-13
TCP Asset Management, LLC
4,095$371.0K0.0%ETFLowUpper Arlington, OH2026-10-14
Certified Advisory Corp
4,090$367.1K0.0%ETFLowAltamonte Springs, FL2026-10-29
Huntleigh Advisors, Inc.
4,080$366.2K0.1%GrowthMediumSt. Louis, MO2026-11-03
Evolution Wealth Advisors, LLC
4,071$365.4K0.0%ETFLowAventura, FL2026-11-03
James T. Borello RIA
4,054$363.9K0.1%ETFVery LowEast Dundee, IL2026-10-16
Buck Wealth Strategies, LLC
4,040$362.7K0.0%ValueMediumDenver, CO2026-10-28
Opus Capital Group, LLC
4,035$3620.0%ETFVery LowCincinnati, OH2026-10-30
Bluedoor Private Wealth, LLC
4,032$361.9K0.2%CoreLowBeverly, MA2026-11-05
Balboa Wealth Partners
4,004$359.4K0.0%Agg GrowthMediumScottsdale, AZ2026-10-20
Signaturefd, LLC
3,988$358.0K0.0%IndexLowAtlanta, GA2026-10-23
JFS Wealth Advisors, LLC
3,981$357.3K0.0%ETFVery LowHermitage, PA2026-11-03
Winthrop Advisory Group LLC
3,980$357.2K0.0%ETFVery LowBoston, MA2026-10-22
New Harbor Financial Group, LLC
3,953$354.8K0.1%ETFMediumWorcester, MA2026-10-22
Choreo, LLC
3,949$354.4K0.0%IndexLowRockford, IL2026-10-28
Platform Technology Partners
3,935$353.2K0.1%CoreVery LowLocust Valley, NY2026-11-02
Dagco, Inc.
3,919$351.8K0.1%ETFVery LowWestlake, OH2026-10-20
Cedar Point Capital Partners, LLC
3,872$347.6K0.2%ETFMediumCedar Rapids, IA2026-10-29
Parkside Financial Bank & Trust
3,860$346.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
Abundance Wealth Counselors
3,852$345.8K0.0%GrowthLowState College, PA2026-10-26
Global Financial Private Client, LLC
3,817$342.6K0.1%GrowthLowSarasota, FL2026-10-15
Brown, Lisle Ings, Inc.
3,777$339.0K0.1%CoreVery LowProvidence, RI2026-10-16
Fourpath Capital Management, LLC
3,766$338.0K0.0%CoreMediumOklahoma City, OK2026-10-19
FF Advisors,LLC
3,738$335.5K0.1%ETFLowManhattan Beach, CA2026-10-21
Boomfish Wealth Group, LLC
3,726$334.4K0.1%GrowthMediumAlpharetta, GA2026-10-22
Networth Advisors, LLC
3,659$328.4K0.2%ETFMediumCanonsburg, PA2026-11-03
Foguth Wealth Management, Llc.
3,655$328.3K0.0%ETFHighBrighton, MI2026-10-19
KPP Advisory Services LLC
3,643$327.0K0.1%GrowthMediumLouisville, KY2026-10-26
Plan Group Financial, LLC
3,633$328.9K0.1%ETFMediumOklahoma City, OK2026-10-22
Plan A Wealth LLC
3,571$320.5K0.1%CoreLowLincoln, NE2026-10-08
Asset Advisors Investment Management, LLC
3,549$318.6K0.0%CoreLowAugusta, GA2026-10-19
Unique Wealth, LLC
3,546$318.3K0.0%ETFMediumTampa, FL2026-10-16
Clark Asset Management, LLC
3,531$317.0K0.0%ETFVery LowStratham, NH2026-10-19
Traphagen Investment Advisors LLC
3,524$316.3K0.0%ETFLowOradell, NJ2026-10-14
Shotwell Rutter Baer Inc
3,503$314.4K0.2%ETFVery LowLansing, MI2026-10-14
Magnus Financial Group LLC
3,501$314.3K0.0%ETFLowNew York, NY2026-10-21
One Wealth Capital Management, LLC
3,463$310.8K0.1%GrowthMediumScottsdale, AZ2026-10-23
Pacific Park Financial, Inc.
3,438$308.6K0.2%ETFMediumLagina Hills, CA2026-10-13
Lakeshore Financial Planning, Inc.
3,426$307.5K0.1%ETFLowSt. Clair Shores, MI2026-10-13
Wesbanco Bank Inc
3,424$307.3K0.0%CoreLowWheeling, WV2026-11-04
Forum Financial Management, LP
3,423$307.3K0.0%ETFLowLombard, IL2026-10-16
Wrenne Financial Planning LLC
3,419$306.9K0.1%ETFVery LowLexington, KY2026-10-30
PDS Planning, Inc
3,418$306.8K0.0%IndexVery LowDublin, OH2026-11-03
Seelaus Asset Management LLC
3,395$304.8K0.2%GrowthMediumChatham, NJ2026-10-14
First City Capital Management, Inc.
3,386$303.9K0.1%CoreLowSavannah, GA2026-10-27
Accel Wealth Management
3,348$300.5K0.1%ETFLowWaverly, IA2026-10-13
Eclectic Associates Inc
3,346$300.3K0.0%ETFVery LowFullerton, CA2026-10-09
Entrewealth, LLC
3,335$299.4K0.1%ETFLowAustin, TX2026-10-14
Chesley Taft & Associates LLC
3,328$298.7K0.0%CoreLowChicago, IL2026-10-13
Lee Financial Co
3,326$298.5K0.0%ETFVery LowDallas, TX2026-10-16
Brown Wealth Management, LLC
3,312$297.3K0.1%ETFMediumNaperville, IL2026-10-20
Rockline Wealth Management, LLC
3,288$295.1K0.1%GrowthLowIslip Terrace, NY2026-10-26
McAdam, LLC
3,244$291.1K0.0%ETFLowPhiladelphia, PA2026-10-21
Box Hill Private Wealth LLC
3,216$288.6K0.2%ETFLowScottsdale, AZ2026-10-05
Mid-American Wealth Advisory Group, Inc.
3,210$288.1K0.1%ETFMediumKansas City, MO2026-10-21
B.A. Schrock Wealth Management, Inc.
3,201$287.8K0.1%GARPN/AWadsworth, OH2026-10-15
Fusion Family Wealth, LLC
3,190$286.3K0.0%ETFVery LowWoodbury, NY2026-11-02
Guyasuta Investment Advisors Inc
3,178$285.3K0.0%CoreVery LowPittsburgh, PA2026-10-15
Kendall Capital Management
3,159$283.6K0.0%GARPLowRockville, MD2026-10-23
Team Financial Group, LLC
3,149$282.7K0.1%ETFLowTemecula, CA2026-10-30
Tompkins Financial Corp
3,146$282.4K0.0%CoreLowIthaca, NY2026-10-05
Blue Line Capital, LLC / IL
3,116$279.7K0.2%GrowthHighChicago, IL2026-11-04
Trust Co of Vermont
3,081$276.6K0.0%CoreVery LowBrattleboro, VT2026-10-21
Penbrook Management LLC
3,075$276.0K0.2%CoreLowNew York, NY2026-10-16
Optivise Advisory Services LLC
3,067$275.3K0.1%ETFMediumFranklin, TN2026-10-19
South Shore Capital Advisors
3,059$274.6K0.2%CoreMediumCohasset, MA2026-10-20
Aaron Wealth Advisors LLC
3,055$274.2K0.0%GrowthMediumChicago, IL2026-10-13
AJ Advisors, LLC
3,051$273.8K0.1%ETFVery LowNashville, TN2026-10-29
Parsons Capital Management Inc
3,044$273.2K0.0%CoreLowProvidence, RI2026-10-28
Glenview Trust Co
3,023$271.3K0.0%GrowthVery LowLouisville, KY2026-10-28
Essex Bank
3,006$269.8K0.1%CoreLowEssex, CT2026-10-16
Regions Financial Corp
3,000$269.3K0.0%CoreLowBirmingham, AL2026-11-05
Pictet North America Advisors SA
3,000$269.3K0.0%GARPMediumGeneva 73, Switzerland2026-10-21
Nova Financial LLC
2,985$267.9K0.1%N/AN/ATucson, AZ2026-11-04
Moller Wealth Partners
2,984$267.8K0.0%ETFVery LowNorthfield, IL2026-10-15
Opal Wealth Advisors, LLC
2,971$266.7K0.1%ETFLowJericho, NY2026-10-16
Point Windward Advisors Inc.
2,941$264.0K0.1%CoreLowNew York, NY2026-11-06
City Center Advisors, LLC
2,935$263.4K0.2%ETFMediumTroy, MI2026-10-08
Crescent Grove Advisors, LLC
2,929$262.9K0.0%ETFLowLake Forest, IL2026-10-21
Kaydan Wealth Management, Inc.
2,876$258.2K0.1%ETFMediumFenton, MI2026-10-08
Hippocratic Financial Advisors, LLC
2,859$256.6K0.1%ETFLowWestlake Village, CA2026-10-13
Pinnacle Bancorp, Inc.
2,857$256.4K0.1%CoreVery LowBeatrice, NE2026-10-21
Next Level Private LLC
2,853$256.1K0.0%CoreVery LowHarrison, NY2026-10-20
Financial Consulate, Inc
2,811$252.3K0.0%ETFLowHunt Valley, MD2026-10-23
Wealth Preservation Advisors, LLC
2,810$252.2K0.1%CoreLowChattanooga, TN2026-11-05
Edgemoor Investment Advisors, Inc.
2,799$251.2K0.0%CoreVery LowBethesda, MD2026-11-03
Green Ridge Wealth Planning LLC
2,780$249.5K0.1%ETFMediumMontville, NJ2026-10-08
Fagan Associates, Inc.
2,759$247.6K0.0%GrowthLowTroy, NY2026-10-13
Baring Financial LLC
2,756$247.4K0.1%ETFLowBellingham, WA2026-10-07
Princeton Global Asset Management LLC
2,721$244.2K0.0%GrowthLowPrinceton, NJ2026-10-21
Orba Wealth Advisors, L.L.C.
2,675$240.1K0.2%ETFMediumChicago, IL2026-10-23
Cypress Capital Group
2,674$240.0K0.0%CoreLowPalm Beach, FL2026-11-03
Pinkerton Wealth, LLC
2,669$239.6K0.0%CoreHighCoeur D Alene, ID2026-10-29
True Freedom Investing, LLC
2,669$239.6K0.0%CoreHighCoeur D'Alene, ID2026-10-29
Sage Mountain Advisors LLC
2,655$238.3K0.0%ETFLowAtlanta, GA2026-11-02
CogentBlue Wealth Advisors, LLC
2,625$235.6K0.2%ETFLowKnoxville, TN2026-10-09
MFA Wealth Services
2,619$235.1K0.1%ETFLowThousand Oaks, CA2026-10-14
Great Waters Wealth Management
2,618$235.0K0.0%ETFVery LowShoreview, MN2026-10-07
Lane Brothers & Co Inc
2,607$234.0K0.2%ETFLowPrescott, AZ2026-11-02
Broussard Financial Group LLC
2,596$233.0K0.2%ETFMediumKaplan, LA2026-10-26
Linscomb Wealth, Inc.
2,591$232.6K0.0%ETFLowHouston, TX2026-11-05
Florida Trust Wealth Management Co
2,581$231.7K0.0%CoreVery LowSanibel, FL2026-11-05
Signature Equity Partners, LLC
2,579$231.5K0.1%GrowthMediumColumbus, OH2026-10-29
Kingsman Wealth Management, Inc.
2,576$231.2K0.1%MomentumMediumPensacola, FL2026-10-13
Global Trust Wealth Management LLC
2,559$229.7K0.2%ETFMediumWest Palm Beach, FL2026-10-14
OFS Enterprise LLC
2,546$228.5K0.1%ETFVery LowKearney, NE2026-10-16
Curated Wealth Partners LLC
2,546$228.5K0.0%GARPLowEl Segundo, CA2026-10-15
Salomon & Ludwin, LLC
2,524$226.6K0.0%ETFVery LowRichmond, VA2026-10-29
Brian LOW Financial Group, LLC
2,515$225.8K0.1%CoreMediumBaton Rouge, LA2026-10-28
Finer Wealth Management, Inc.
2,486$223.1K0.1%GrowthLowSalem, MA2026-10-16
Stonebridge Financial Group, LLC
2,471$221.8K0.0%ETFMediumWormleysburg, PA2026-10-01
Greenup Street Wealth Management LLC
2,467$221.4K0.0%ETFMediumOverland Park, KS2026-10-28
Strid Group, LLC
2,467$221.4K0.0%ETFLowNewtown Square, PA2026-10-28
XML Financial, LLC
2,453$220.2K0.0%ETFLowBethesda, MD2026-10-29
Everhart Financial Group, Inc.
2,451$220.0K0.0%ETFLowDublin, OH2026-10-08
Radnor Capital Management, LLC
2,447$219.6K0.0%CoreLowWayne, PA2026-10-23
Breakwater Investment Management
2,436$218.7K0.1%ETFLowSeattle, WA2026-10-20
Investment Research Partners LLC
2,429$218.0K0.1%CoreLowLemont, PA2026-10-19
Apex Wealth Management, LLC
2,417$217.0K0.1%ETFMediumBedford, NH2026-10-20
GC Wealth Management RIA, LLC
2,414$216.7K0.0%GrowthMediumCambridge, MA2026-11-02
1620 Investment Advisors, Inc.
2,401$215.5K0.1%ValueLowPlymouth, MA2026-11-04
Moody Lynn Lieberson & Walker, LLC
2,400$215.4K0.0%MomentumLowBoston, MA2026-10-14
Ledyard National Bank
2,400$215.4K0.0%CoreLowHanover, NH2026-10-21
Members Wealth LLC
2,373$217.0K0.1%ETFLowMedia, PA2026-10-20
Single Point Partners, LLC
2,369$212.6K0.0%ETFVery LowBoston, MA2026-10-19
Price Financial Group Wealth Management, Inc
2,367$216.6K2.6%GrowthMediumPortland, OR2026-11-02
Alliance Wealth Advisors, LLC
2,366$212.4K0.1%CoreVery LowScranton, PA2026-10-14
Sage Financial Management Group, Inc.
2,350$210.9K0.1%ETFVery LowMclean, VA2026-11-06
Foster Victor Wealth Advisors, LLC
2,328$210.0K0.0%CoreMediumGreenville, SC2026-10-21
Teamwork Financial Advisors, LLC
2,313$207.7K0.0%GrowthHighSan Antonio, TX2026-10-19
Sugar Maple Asset Management, LLC
2,290$205.6K0.1%ETFMediumSister Bay, WI2026-10-13
Angeles Wealth Management, LLC
2,284$205.0K0.0%ETFLowSanta Monica, CA2026-10-26
Partners Wealth Management, LLC
2,274$204.1K0.0%CoreLowCarmel By The Sea, CA2026-10-28
One Way Holdings LLC
2,267$203.5K0.0%CoreMediumFlower Mound, TX2026-10-29
Blueline Advisors LLC
2,256$202.5K0.1%ETFLowExeter, NH2026-10-15
Zenith Solutions, Inc.
2,246$201.6K0.2%ETFN/APhiladelphia, PA2026-10-19
Legacy Financial Strategies, LLC
2,244$201.4K0.0%ETFLowOverland Park, KS2026-10-15
Bullock Wealth Management Group
2,201$197.9K0.1%GrowthLowBloomington, IN2026-10-09
Phillips Financial Management, LLC
2,139$192.0K0.0%ETFVery LowFort Wayne, IN2026-10-19
Central Trust Co
2,012$180.6K0.0%CoreLowJefferson City, MO2026-11-05
Balance Wealth Partners LLC
1,954$175.4K0.0%ETFMediumWorthington, OH2026-10-27
UMB Private Wealth Management, LLC
1,849$166.0K0.2%GrowthN/AKansas City, MO2026-10-19
Wilkerson Advisory Group LLC
1,831$164.4K0.0%ETFMediumColumbia, MO2026-10-20
Winthrop Capital Management, LLC
1,650$148.1K0.0%ETFLowCarmel, IN2026-11-05
Chilton Capital Management LLC
1,625$145.9K0.0%GrowthMediumHouston, TX2026-10-28
Gamma Investing LLC
1,537$138.0K0.0%IndexVery LowFoster City, CA2026-10-08
Indiana Trust & Investment Management Co
1,500$134.6K0.0%GrowthLowMishawaka, IN2026-10-22
RMG Wealth Management LLC
1,463$131.3K0.0%ETFVery HighPlatteville, WI2026-10-26
Signature Resources Capital Management, LLC
1,447$129.9K0.1%ETFLowNewport Beach, CA2026-10-16
Toth Financial Advisory Corp
1,431$128.5K0.0%CoreLowLeesburg, VA2026-10-08
Nfsg Corp
1,424$127.9K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Woodard & Co Asset Management Group Inc
1,359$121.9K0.0%ETFMediumBermuda Run, NC2026-11-03
Beacon Financial Strategies Corp
1,315$118.0K0.1%ETFVery LowRaleigh, NC2026-10-14
Harbor Asset Planning, Inc.
1,201$107.8K0.1%ETFVery LowBelmont, MA2026-10-23
Planning Strategies Inc.
1,200$107.7K0.1%ETFN/ALancaster, PA2026-10-02
Clearstead Trust, LLC
1,180$105.9K0.0%GrowthLowPortland, ME2026-11-06
TFC Financial Management, Inc.
1,130$101.4K0.0%ETFVery LowBoston, MA2026-10-26
Centerpoint Advisors, LLC
1,119$1000.0%ETFVery LowNeedham, MA2026-11-05
Elevation Wealth Partners, LLC
1,098$98.6K0.0%ETFLowWalnut Creek, CA2026-10-07
Harbor Investment Advisory, LLC
1,085$97.4K0.0%GrowthLowLutherville, MD2026-10-13
Wealth Enhancement Trust Services, Inc.
1,054$94.6K0.0%GrowthMediumSioux Falls, SD2026-10-07
Align Financial, LLC
948$85.1K0.0%ETFVery LowHermantown, MN2026-10-16
CX Institutional
936$840.0%CoreMediumAuburn, IN2026-10-02
Winch Advisory Services, LLC
927$83.2K0.0%GrowthVery LowAppleton, WI2026-11-06
United Community Bank
916$82.2K0.0%CoreLowGreenville, SC2026-10-28
Rosenberg Matthew Hamilton
913$82.0K0.0%ETFVery LowGrand Junction, CO2026-10-05
Frankly Finances, LLC
842$75.6K0.1%ETFVery LowWinter Park, FL2026-10-28
NorthAvenue LLC
777$69.7K0.0%ETFVery LowColumbus, OH2026-10-29
Washington Trust Advisors, Inc.
766$68.8K0.0%GrowthLowWellesley, MA2026-10-22
North Star Investment Management Corp.
591$53.0K0.0%CoreLowChicago, IL2026-10-27
TrustBank
582$52.2K0.0%ETFVery LowOlney, IL2026-10-20
Pacifica Partners Inc.
580$52.2K0.0%CoreLowSurrey, South Africa2026-10-09
Thompson Investment Management, Inc.
568$51.0K0.0%ValueMediumMadison, WI2026-10-14
Comprehensive Financial Planning, Inc.
559$50.2K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Strategic Advocates LLC
553$49.6K0.2%GrowthLowSacramento, CA2026-11-03
Trust Co
518$46.5K0.0%ETFVery LowManhattan, KS2026-10-09
Wilmington Savings Fund Society, FSB
515$46.2K0.0%CoreLowWilmington, DE2026-10-23
Ashton Thomas Securities, LLC
487$43.7K0.0%ETFMediumRochester, NY2026-10-26
Halbert Hargrove Global Advisors, LLC
474$42.5K0.0%ETFLowLong Beach, CA2026-10-16
Highline Wealth Partners LLC
470$42.2K0.0%ETFMediumSherman Oaks, CA2026-10-19
Register Financial Advisors LLC
446$40.0K0.0%GARPLowAtlanta, GA2026-10-23
Valued Wealth Advisors LLC
433$38.9K0.0%IndexVery LowHolladay, UT2026-11-05
StrongBox Wealth, LLC
432$38.8K0.0%GrowthLowLee'S Summit, MO2026-11-02
Investment Research & Advisory Group, Inc.
430$38.6K0.0%GrowthVery LowAtlanta, GA2026-10-19
Blue Trust, Inc.
429$38.5K0.0%ETFLowBrentwood, TN2026-10-15
Main Street Group, LTD
386$34.7K0.0%ETFMediumGlen Allen, VA2026-10-28
Cdkv Holdings LLC
378$33.9K0.0%ETFMediumDenver, CO2026-10-28
Wagner Wealth Management, LLC
349$31.3K0.0%ETFLowGreenville, SC2026-10-21
Mcdonald Partners LLC
333$29.9K0.0%CoreLowCleveland, OH2026-11-03
Carolina Wealth Advisors, LLC
329$29.5K0.0%YieldHighMyrtle Beach, SC2026-10-23
SYM Financial Corp
305$27.4K0.0%ETFVery LowWinona Lake, IN2026-10-26
Gables Capital Management Inc.
302$27.1K0.0%GrowthVery LowMiami, FL2026-11-04
Reyes Financial Architecture, Inc.
300$26.9K0.0%ETFVery HighSan Diego, CA2026-10-22
Prudent Man Investment Management, Inc.
294$26.4K0.0%ETFVery LowLouisville, CO2026-11-03
Ashurst Perkins Coie Trust Co
288$25.9K0.0%CoreVery LowSeattle, WA2026-10-15
Cassaday & Co Wealth Management LLC
275$24.7K0.0%ETFVery LowMclean, VA2026-10-27
DiNuzzo Private Wealth, Inc.
270$24.2K0.0%ETFLowBeaver, PA2026-10-16
Eastern Bank
253$22.7K0.0%GrowthMediumBoston, MA2026-10-05
Yankcom Partnership
245$22.0K0.0%CoreVery LowYankton, SD2026-10-15
SJS Investment Consulting Inc.
238$21.4K0.0%ETFVery LowSylvania, OH2026-10-26
Rakuten Securities, Inc.
225$20.2K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Community Financial Services Group, LLC
220$19.8K0.0%GrowthLowNewport, VT2026-10-15
Mowery & Schoenfeld Wealth Management, LLC
218$19.6K0.0%GrowthMediumLincolnshire, IL2026-10-28
Pacific Center for Financial Services
212$19.0K0.0%ETFMediumDanville, CA2026-10-15
Hilton Head Capital Partners, LLC
209$18.8K0.0%CoreMediumHilton Head Island, SC2026-10-23
Sima Wealth Partners, LLC
204$18.3K0.0%ETFVery LowRichmond, VA2026-10-19
GHP Investment Advisors, Inc.
196$17.6K0.0%CoreVery LowDenver, CO2026-10-15
Godsey & Gibb, Inc
195$17.5K0.0%CoreLowRichmond, VA2026-10-14
Roxbury Financial LLC
188$16.9K0.0%CoreVery LowMount Arlington, NJ2026-10-01
Acumen Wealth Advisors, LLC
176$15.8K0.0%GrowthHighChattanooga, TN2026-11-05
Oakworth Capital, Inc.
172$15.4K0.0%ETFLowBirmingham, AL2026-10-26
EPG Wealth Management LLC
164$14.7K0.0%GrowthLowAtlanta, GA2026-11-03
Bfsg, LLC
160$14.4K0.0%CoreLowIrvine, CA2026-10-30
Fiduciary Advisors, Inc.
152$13.7K0.0%ETFLowSt. Louis, MO2026-10-16
Markowski Investments
151$13.5K0.0%ETFN/ATampa, FL2026-10-30
Tradewinds Capital Management, LLC
143$12.8K0.0%ETFVery HighBellingham, WA2026-10-23
New England Capital Financial Advisors LLC
140$12.5K0.0%ETFLowMeriden, CT2026-11-03
Mosley Wealth Management
133$12.1K0.0%ETFHighAnaheim, CA2026-10-16
Olistico Wealth, LLC
128$11.5K0.0%GrowthVery LowTulsa, OK2026-10-05
Horizon Financial Services, LLC
121$10.9K0.0%ETFLowWinston Salem, NC2026-11-04
Birch Financial Group, LLC
107$9.6K0.0%CoreLowKeene, NH2026-10-27
American Capital Advisory, LLC
98$8.8K0.0%ETFLowKetchum, ID2026-10-28
Sfam, LLC
98$8.8K0.0%ETFVery LowElmhurst, IL2026-11-03
NBT Bank, N.A.
90$8.1K0.0%CoreLowNorwich, NY2026-10-21
Avion Wealth
86$70.0%ETFLowThe Woodlands, TX2026-11-04
Clayton Financial Group LLC
80$7.2K0.0%ETFLowSt. Louis, MO2026-10-13
Birchbrook, Inc.
76$6.8K0.0%ETFLowBangor, ME2026-10-14
Wolff Wiese Magana LLC
67$6.0K0.0%GrowthLowCarslbad, CA2026-10-15
Duncker Streett & Co Inc
64$5.7K0.0%GrowthLowSt. Louis, MO2026-10-27
Beacon Investment Advisory Services, Inc.
60$5.3K0.0%GrowthLowMorristown, NJ2026-10-13
Farmers & Merchants Investments Inc
55$4.9K0.0%CoreVery LowLincoln, NE2026-10-22
First Horizon Corp
53$4.8K0.0%CoreLowMemphis, TN2026-10-26
Birchwood Financial Partners, Inc.
49$4.4K0.0%ETFVery LowBloomington, MN2026-11-02
Dhjj Financial Advisors, Ltd.
48$4.3K0.0%ETFVery LowNaperville, IL2026-10-23
Bay Harbor Wealth Management, LLC
40$3.6K0.0%ETFMediumHunt Valley, MD2026-11-03
First Pacific Financial
35$3.1K0.0%ETFLowVancouver, WA2026-10-14
Fairway Wealth LLC
29$2.6K0.0%ETFLowIndependence, OH2026-10-30
Glass Jacobson Investment Advisors llc
28$2.5K0.0%ETFLowOwings Mills, MD2026-10-26
Meriwether Wealth & Planning, LLC
26$2.3K0.0%ETFMediumMinden, LA2026-10-13
Proathlete Wealth Management LLC
24$2.2K0.0%ETFVery LowBoca Raton, FL2026-10-15
DB Fitzpatrick & Co, Inc
21$1.9K0.0%CoreMediumBoise, ID2026-10-19
Davis Capital Management
21$1.9K0.0%CoreLowJacksonville, FL2026-10-08
Farmers & Merchants Trust Co of Chambersburg PA
21$20.0%GARPLowChambersburg, PA2026-10-14
RHL Group, LLC
18$1.6K0.0%ETFVery HighHolly, MI2026-11-04
MTM Investment Management, LLC
14$1.3K0.0%CoreVery LowSpartanburg, SC2026-10-30
Versant Capital Management, Inc
10$8570.0%GARPLowPhoenix, AZ2026-10-02
DeDora Capital, Inc.
10$8980.0%ETFVery LowNapa, CA2026-10-26
Quaker Wealth Management, LLC
9$8080.0%ETFMediumMoorestown, NJ2026-10-22
DecisionPoint Financial, LLC
9$8100.0%ETFVery LowMesa, AZ2026-10-27
Noble Wealth Management PBC
3$2690.0%YieldMediumGreenwood Village, CO2026-10-01
West Paces Advisors Inc.
3$2690.0%ETFLowAtlanta, GA2026-10-13
NBH Bank
3$2690.0%CoreN/AGreenwood Village, CO2026-11-05
Elyxium Wealth, LLC
1$900.0%GrowthVery LowBeverly Hills, CA2026-10-27
Turtle Creek Wealth Advisors, LLC
1$860.0%GrowthLowDallas, TX2026-10-15
Prairie Wealth Advisors, Inc.
0$3.7M0.8%CoreVery LowOmaha, NE2026-10-29