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SS Spdr S&P Biotech ETF (XBI)

CUSIP: 78464A870 | NYSE | 2553 institutional holders

Quarters

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

Citigroup Inc12,837,660
0.7% of portfolio›$2.0B
Jefferies Financial Group Inc.1,662,500
1.9% of portfolio›$262.1M
Strs Ohio392,375
0.2% of portfolio›$61.9M
PSP Research LLC386,500
41.8% of portfolio›$60.9M
Thrivent Financial for Lutherans359,111
0.0% of portfolio›$56.6K
Williams Jones Wealth Management, Llc.269,965
0.5% of portfolio›$42.6M
Annex Advisory Services, LLC266,485
0.7% of portfolio›$42.0M
Mirae Asset Securities (USA) Inc.250,674
1.1% of portfolio›$39.5M
Moss Adams Wealth Advisors LLC195,591
2.0% of portfolio›$30.8M
Sivik Global Healthcare LLC180,000
16.2% of portfolio›$28.4M
Parkway Wealth Management Group, LLC167,759
3.0% of portfolio›$26.5M
Weatherly Asset Management L. P.157,320
1.8% of portfolio›$24.8M
Riggs Asset Managment Co. Inc.155,102
4.5% of portfolio›$24.5M
United Capital Management of KS, Inc.141,934
2.9% of portfolio›$22.4M
J.Safra Asset Management Corp138,494
0.9% of portfolio›$21.8M
Cambridge Investment Research Advisors, Inc.136,568
0.0% of portfolio›$21.5K
L. Roy Papp & Associates, LLP133,822
2.2% of portfolio›$21.1M
Madrona Financial Services, LLC131,913
3.2% of portfolio›$20.8M
Royal Fund Management, LLC125,943
1.6% of portfolio›$19.9M
Edge Wealth Management LLC110,769
2.6% of portfolio›$17.6M
Destiny Wealth Partners, LLC105,019
1.6% of portfolio›$16.0M
Yelin Lapidot Holdings Management Ltd.104,532
3.0% of portfolio›$16.5M
Lake Hills Wealth Management, LLC101,543
7.4% of portfolio›$16.0M
Commonwealth Equity Services, LLC95,742
0.0% of portfolio›$15.1M
Ayalon Insurance Comp Ltd.95,600
0.0% of portfolio›$15.1K
Geneva Partners, LLC91,136
4.3% of portfolio›$14.4M
Fifth Third Bancorp90,373
0.0% of portfolio›$14.2M
MFA Wealth Advisors, LLC89,691
2.4% of portfolio›$14.1M
Elite Wealth Management, Inc.89,272
2.7% of portfolio›$14.1M
Harel Insurance Investments & Financial Services Ltd.86,283
0.0% of portfolio›$13.6K
Tamar Securities, LLC82,493
1.2% of portfolio›$13.0M
Parkside Investments, LLC82,303
1.5% of portfolio›$13.0M
Trek Financial, LLC80,717
0.6% of portfolio›$12.7M
Spire Wealth Management79,021
0.4% of portfolio›$12.5M
Oppenheimer & Co Inc76,486
0.1% of portfolio›$12.1M
Investment House LLC75,235
0.5% of portfolio›$11.9M
Concurrent Investment Advisors, LLC72,117
0.1% of portfolio›$11.4M
Montag A & Associates Inc69,355
0.5% of portfolio›$10.9M
Wealth Enhancement Advisory Services, LLC66,208
0.0% of portfolio›$9.9M
Crescent Grove Advisors, LLC60,765
0.8% of portfolio›$9.6M
Fiduciary Alliance LLC59,844
0.7% of portfolio›$9.4M
Marotta Asset Management57,881
1.5% of portfolio›$9.1M
Petredis Investment Advisors LLC54,033
0.6% of portfolio›$8.5M
Fulcrum Capital LLC51,007
1.5% of portfolio›$8.0M
Altfest L J & Co Inc48,141
0.8% of portfolio›$7.6M
Sava Infond d.o.o.46,530
0.4% of portfolio›$7.3M
Allspring Global Investments Holdings, LLC45,699
0.0% of portfolio›$7.1M
Shaker Investments LLC40,667
2.4% of portfolio›$6.4M
KCM Investment Advisors LLC40,257
0.2% of portfolio›$6.3M
Oppenheimer Asset Management Inc.37,459
0.1% of portfolio›$5.9M
Carnegie Investment Counsel36,595
0.1% of portfolio›$5.8M
Creative Planning35,581
0.0% of portfolio›$5.6M
Lyell Wealth Management, LP33,000
0.3% of portfolio›$5.2M
Braeburn Wealth Management LLC31,796
2.1% of portfolio›$5.0M
J.W. Cole Advisors, Inc.30,116
0.1% of portfolio›$4.7M
Kestra Advisory Services, LLC29,932
0.0% of portfolio›$4.7M
Bank Julius Baer & Co. Ltd, Zurich29,480
0.0% of portfolio›$4.6M
Founders Financial Securities LLC29,034
0.2% of portfolio›$4.6M
Kercheville Advisors, LLC28,304
1.2% of portfolio›$4.5M
Capital Investment Counsel, Inc28,115
0.5% of portfolio›$4.4M
TD Waterhouse Canada Inc.27,853
0.0% of portfolio›$4.3M
Farther Finance Advisors, LLC27,226
0.0% of portfolio›$4.3M
Parallel Advisors, LLC26,910
0.1% of portfolio›$4.2M
Redhawk Wealth Advisors, Inc.26,409
0.4% of portfolio›$4.2M
Absolute Capital Management, LLC25,210
0.9% of portfolio›$4.0M
EverSource Wealth Advisors, LLC25,184
0.1% of portfolio›$4.0M
Grimes & Co Wealth Management, LLC24,831
0.1% of portfolio›$3.9M
Hartline Investment Corp/23,635
0.4% of portfolio›$3.7M
Truist Financial Corp23,623
0.0% of portfolio›$3.7M
111 Capital22,369
0.5% of portfolio›$3.5M
Verity Asset Management, Inc.22,306
1.4% of portfolio›$3.5M
IFP Advisors, Inc22,189
0.1% of portfolio›$3.5M
Highland Capital Management, LLC22,003
0.2% of portfolio›$3.5M
Sage Capital Management, LLC21,992
1.3% of portfolio›$3.5M
Wealthcare Advisory Partners LLC21,817
0.1% of portfolio›$3.4M
Robertson Stephens Wealth Management, LLC21,640
0.1% of portfolio›$3.4M
Modera Wealth Management, LLC21,035
0.0% of portfolio›$3.3M
D.A. Davidson & Co.20,786
0.0% of portfolio›$3.3M
Breakwater Capital Group20,157
0.4% of portfolio›$3.2M
Great Diamond Partners, LLC19,820
0.5% of portfolio›$3.1M
Amitell Capital Pte Ltd19,773
3.0% of portfolio›$3.1M
Y.D. More Investments Ltd19,500
0.1% of portfolio›$3.1M
Nkcfo LLC19,500
0.0% of portfolio›$3.1K
Davenport & Co LLC19,275
0.0% of portfolio›$3.0M
Valeo Financial Advisors, LLC19,221
0.1% of portfolio›$3.0M
Kingswood Wealth Advisors, LLC19,218
0.1% of portfolio›$3.0M
Avalon Capital Management19,086
0.7% of portfolio›$3.0M
Meitav Investment House LTD18,597
0.0% of portfolio›$2.9M
Argyle Capital Partners, LLC18,364
1.8% of portfolio›$2.9M
Bank of New York Mellon Corp18,343
0.0% of portfolio›$2.9M
Daymark Wealth Partners, LLC18,339
0.1% of portfolio›$2.9M
Prospera Financial Services Inc18,028
0.0% of portfolio›$2.8M
Harbor Investment Advisory, LLC17,445
0.2% of portfolio›$2.8M
Hollow Brook Wealth Management LLC17,161
0.5% of portfolio›$2.7M
Meridian Investment Counsel Inc.17,108
0.6% of portfolio›$2.7M
Bank of New Hampshire16,961
0.6% of portfolio›$2.7M
Banque Pictet & CIE SA16,770
0.0% of portfolio›$2.6M
Innovative Advisory Group, LLC16,357
1.9% of portfolio›$2.6M
Wespac Advisors SoCal, LLC16,270
0.5% of portfolio›$2.6M
Continental Advisors LLC16,200
1.1% of portfolio›$2.6M
GFS Advisors, LLC15,705
0.3% of portfolio›$2.5M
Kassira Wealth Management LLC15,555
1.9% of portfolio›$2.5M
Duncker Streett & Co Inc15,359
0.4% of portfolio›$2.4M
Assetmark, Inc14,913
0.0% of portfolio›$2.4M
Wealth Advisory Solutions, LLC14,548
0.5% of portfolio›$2.3M
Balefire, LLC14,216
0.4% of portfolio›$2.2M
Koshinski Asset Management, Inc.14,213
0.1% of portfolio›$2.2M
Investment Research Partners LLC14,072
0.8% of portfolio›$2.2M
Atria Investments, Inc14,044
0.0% of portfolio›$2.2M
LJI Wealth Management, LLC13,755
0.3% of portfolio›$2.2M
Evolution Wealth Advisors, LLC13,404
0.2% of portfolio›$2.1M
Worth Asset Management, LLC13,173
0.6% of portfolio›$2.1M
Sigma Planning Corp13,077
0.1% of portfolio›$2.1M
Independent Financial Group, LLC12,961
0.0% of portfolio›$2.0M
Integrated Advisors Network LLC12,907
0.1% of portfolio›$2.0M
Parcion Private Wealth LLC12,871
0.1% of portfolio›$2.0M
Dynamic Advisor Solutions LLC12,837
0.1% of portfolio›$2.0M
Nvwm, LLC12,753
0.4% of portfolio›$2.0M
Pinnacle Associates LTD12,566
0.0% of portfolio›$2.0M
Biltmore Family Office, LLC12,487
0.3% of portfolio›$2.0M
NWF Advisory Services Inc.12,196
0.2% of portfolio›$1.9M
Vontobel Holding Ltd.11,553
0.0% of portfolio›$1.8M
PFG Advisors11,480
0.1% of portfolio›$1.8M
RPG Investment Advisory, LLC11,190
0.3% of portfolio›$1.8M
Financial Management Professionals, Inc.11,025
0.2% of portfolio›$1.7M
Legacy Bridge, LLC10,813
0.6% of portfolio›$1.7M
Pekin Hardy Strauss, Inc.10,804
0.1% of portfolio›$1.7M
Hennion & Walsh Asset Management, Inc.10,728
0.0% of portfolio›$1.7M
First Heartland Consultants, Inc.10,541
0.1% of portfolio›$1.7M
Firethorn Wealth Partners, LLC10,378
0.5% of portfolio›$1.6M
Csenge Advisory Group10,283
0.1% of portfolio›$1.6M
Washington Growth Strategies LLC10,268
0.9% of portfolio›$1.6M
Y-Intercept (Hong Kong) Ltd10,113
0.0% of portfolio›$1.6M
Shelton Wealth Management, LLC10,084
0.6% of portfolio›$1.6M
CVS Health Corp10,000
0.4% of portfolio›$1.6M
Krilogy Financial LLC9,844
0.0% of portfolio›$1.5M
Stephen J. Garry & Associates, LLC9,578
1.2% of portfolio›$1.5M
MeadowBrook Investment Advisors LLC9,542
1.1% of portfolio›$1.4M
Mesirow Financial Investment Management, Inc.9,446
0.0% of portfolio›$1.5M
180 Wealth Advisors, LLC9,306
0.1% of portfolio›$1.5M
Flagship Harbor Advisors, LLC9,283
0.1% of portfolio›$1.5M
Cornerstone Enterprises, LLC9,262
0.9% of portfolio›$1.5M
Kestra Private Wealth Services, LLC9,257
0.0% of portfolio›$1.5M
Deltec Asset Management LLC9,000
0.2% of portfolio›$1.4M
Investment Management Corp8,927
1.1% of portfolio›$1.4M
Congress Park Capital LLC8,890
0.4% of portfolio›$1.4M
Invested Advisors8,730
1.2% of portfolio›$1.4M
Cornerstone Wealth Management, LLC8,659
0.1% of portfolio›$1.4M
Byrne Asset Management LLC8,521
0.7% of portfolio›$1.3M
Buck Wealth Strategies, LLC8,495
0.1% of portfolio›$1.3M
Newman Dignan & Sheerar, Inc.8,477
0.3% of portfolio›$1.3M
Certuity, LLC8,446
0.1% of portfolio›$1.3M
Compound Planning, Inc.8,400
0.0% of portfolio›$1.3M
Jessup Wealth Management, Inc8,213
0.3% of portfolio›$1.3M
Brookstone Capital Management8,159
0.0% of portfolio›$1.3M
Americana Partners, LLC8,080
0.0% of portfolio›$1.3M
Sowell Financial Services LLC8,058
0.0% of portfolio›$1.3M
Viewpoint Capital Management LLC8,000
0.6% of portfolio›$1.3M
Gerber Kawasaki Wealth & Investment Management7,999
0.0% of portfolio›$1.3M
Cdkv Holdings LLC7,985
1.0% of portfolio›$1.3M
Valley National Advisers Inc7,954
0.1% of portfolio›$1.3M
Prime Capital Investment Advisors, LLC7,917
0.0% of portfolio›$1.2M
Patriot Financial Group Insurance Agency, LLC7,862
0.1% of portfolio›$1.2M
Larry Mathis Financial Planning, LLC7,785
1.0% of portfolio›$1.2M
Prudent Man Advisors, LLC7,740
0.3% of portfolio›$1.2M
Endowment Wealth Management, Inc.7,709
0.4% of portfolio›$1.2M
Wealth Management Partners, LLC7,652
0.3% of portfolio›$1.2M
Citizens Financial Group Inc7,648
0.0% of portfolio›$1.2M
StoneX Group Inc.7,642
0.0% of portfolio›$1.2M
Brian LOW Financial Group, LLC7,538
0.7% of portfolio›$1.2M
Basso Capital Management, L.P.7,514
0.3% of portfolio›$1.2M
Canton Hathaway, LLC7,475
0.2% of portfolio›$1.2M
Guerra PAN Advisors, LLC7,182
0.6% of portfolio›$1.1M
Integrity Alliance, Llc.7,039
0.0% of portfolio›$1.1M
Patriot Investment Management Group, Inc.6,823
0.1% of portfolio›$1.1M
Old National Bancorp6,822
0.0% of portfolio›$1.1M
Sharper & Granite LLC6,789
0.3% of portfolio›$867.2K
Evergreen Capital Management LLC6,686
0.0% of portfolio›$1.1M
Associated Banc-Corp6,638
0.0% of portfolio›$1.0M
Vigilare Wealth Management6,430
0.3% of portfolio›$1.0M
TCP Asset Management, LLC6,293
0.1% of portfolio›$971.8K
US Bancorp \de\6,206
0.0% of portfolio›$978.6K
Nations Financial Group Inc,6,193
0.0% of portfolio›$976.5K
Shepherd Financial Partners LLC6,168
0.1% of portfolio›$972.5K
RFG Advisory, LLC6,165
0.0% of portfolio›$972.1K
Almanack Investment Partners, Llc.6,129
0.1% of portfolio›$966.4K
Pictet North America Advisors SA6,020
0.1% of portfolio›$949.2K
Gruss & Co., LLC6,000
0.8% of portfolio›$946.1K
Wellington Shields & Co., LLC6,000
1.2% of portfolio›$946.1K
Capital Management Associates6,000
1.2% of portfolio›$946.1K
Wellington Shields Capital Management, LLC6,000
1.2% of portfolio›$946.1K
Westside Investment Management, Inc.5,950
0.1% of portfolio›$938.2K
Avail Investment Partners, LLC5,948
0.7% of portfolio›$937.9K
Solstein Capital, LLC5,918
0.3% of portfolio›$933.2K
Means Investment Co., Inc.5,822
0.1% of portfolio›$918.0K
Fell Capital Management5,775
0.8% of portfolio›$910.6K
Summit Securities Group LLC5,724
0.1% of portfolio›$902.6K
McGuire Investment Group, LLC5,678
0.1% of portfolio›$895.3K
Patten & Patten Inc5,595
0.0% of portfolio›$882.2K
CWC Advisors, Llc.5,540
0.4% of portfolio›$873.5K
Finivi Inc.5,500
0.4% of portfolio›$867.2K
Thompson Siegel & Walmsley LLC5,500
0.0% of portfolio›$867
AlphaCore Capital LLC5,296
0.0% of portfolio›$835.1K
Private Trust Co NA5,286
0.1% of portfolio›$833.5K
MGO One Seven LLC5,225
0.0% of portfolio›$823.9K
Sage Investment Advisers LLC5,180
0.5% of portfolio›$816.8K
Andrew Hill Investment Advisors, Inc.5,159
0.6% of portfolio›$813.5K
Millennium Capital Advisors, LLC5,093
0.4% of portfolio›$803.0K
WealthTrust Asset Management, LLC5,059
0.4% of portfolio›$797.8K
BigSur Wealth Management LLC5,000
0.2% of portfolio›$788.4K
Northstar Asset Management Co4,900
0.1% of portfolio›$748.6K
Torrey Growth & Income Advisors4,856
0.3% of portfolio›$765.3K
Wedbush Securities Inc4,757
0.0% of portfolio›$750
Jacobi Capital Management LLC4,710
0.0% of portfolio›$742.7K
Titleist Asset Management, LLC4,661
0.0% of portfolio›$735.0K
Wedmont Private Capital4,579
0.0% of portfolio›$683.6K
Alpha Wealth Funds, LLC4,544
0.4% of portfolio›$716.5K
Capital Investment Advisory Services, LLC4,502
0.0% of portfolio›$709.9K
Loring Wolcott & Coolidge Fiduciary Advisors LLP4,500
0.0% of portfolio›$709.6K
Chesley Taft & Associates LLC4,475
0.0% of portfolio›$705.6K
Chung Wu Investment Group, LLC4,430
0.5% of portfolio›$698.5K
Elm3 Financial Group, LLC4,407
0.5% of portfolio›$694.9K
Ehrlich Financial Group4,391
0.4% of portfolio›$692.4K
Pacific Center for Financial Services4,362
0.1% of portfolio›$687.8K
Advantage Trust Co4,245
0.2% of portfolio›$669.4K
Powell Investment Advisors, LLC4,245
0.2% of portfolio›$669.4K
Ashurst Perkins Coie Trust Co4,214
0.1% of portfolio›$664.5K
Salem Investment Counselors Inc4,176
0.0% of portfolio›$658.5K
Apella Capital, LLC4,133
0.0% of portfolio›$620.9K
Compass Ion Advisors, LLC3,993
0.1% of portfolio›$629.6K
Axxcess Wealth Management, LLC3,938
0.0% of portfolio›$620.9K
Lido Advisors, LLC3,908
0.0% of portfolio›$616.2K
Montecito Bank & Trust3,900
0.1% of portfolio›$615.0K
National Wealth Management Group, LLC3,861
0.2% of portfolio›$608.7K
Lmcg Investments, LLC3,825
0.0% of portfolio›$603.1K
New Wave Wealth Advisors LLC3,695
0.1% of portfolio›$542.4K
IPG Investment Advisors LLC3,688
0.1% of portfolio›$581.5K
Midwest Trust Co3,675
0.0% of portfolio›$579.5K
Whalen Wealth Management Inc.3,610
0.2% of portfolio›$569.2K
King Luther Capital Management Corp3,600
0.0% of portfolio›$567.6K
Chatham Capital Group, Inc.3,573
0.1% of portfolio›$563.4K
Ashton Thomas Private Wealth, LLC3,520
0.0% of portfolio›$555.0K
Bochk Asset Management Ltd3,500
0.1% of portfolio›$551.9K
Fearless Solutions, LLC dba Best Invest3,430
0.3% of portfolio›$540.8K
Greystone Financial Group, LLC3,400
0.1% of portfolio›$536.2K
Park Avenue Securities LLC3,326
0.0% of portfolio›$524
Investment Partners Asset Management, Inc.3,273
0.3% of portfolio›$516.1K
Financial Partners Group, Inc3,251
0.1% of portfolio›$512.6K
Doliver Advisors, LP3,232
0.1% of portfolio›$509.6K
Investment Partners, Ltd.3,215
0.1% of portfolio›$507.0K
Interchange Capital Partners, LLC3,124
0.1% of portfolio›$492.6K
Beaumont Financial Advisors, LLC3,066
0.0% of portfolio›$483.4K
Amplius Wealth Advisors, LLC3,019
0.0% of portfolio›$476.0K
Kazazian Asset Management, LLC3,000
0.4% of portfolio›$473.0K
KTF Investments, LLC2,999
0.1% of portfolio›$472.9K
Trademark Financial Management, LLC2,953
0.2% of portfolio›$465.6K
Fragasso Financial Advisors Inc2,905
0.0% of portfolio›$446.7K
HB Wealth Management, LLC2,849
0.0% of portfolio›$449.2K
Dutch Asset Corp2,848
0.2% of portfolio›$449.1K
Global Financial Private Client, LLC2,803
0.1% of portfolio›$442.0K
Integral Investment Advisors, Inc.2,800
0.1% of portfolio›$441.5K
Friedenthal Financial2,795
0.2% of portfolio›$440.7K
Rinkey Investments2,774
0.2% of portfolio›$936.4K
Parsons Capital Management Inc2,755
0.0% of portfolio›$434.4K
Shulman DeMeo Asset Management LLC2,751
0.1% of portfolio›$429.7K
Vestor Capital, LLC2,737
0.0% of portfolio›$257
Arnold Financial Planning LLC2,718
0.3% of portfolio›$428.6K
AdvisorNet Financial, Inc2,651
0.0% of portfolio›$389.1K
Sherman Asset Management, Inc.2,638
0.3% of portfolio›$416.0K
Castleview Partners, LLC2,594
0.2% of portfolio›$409.0K
Demars Financial Group, LLC2,584
0.1% of portfolio›$407.4K
Poehling Capital Management, Inc.2,579
0.1% of portfolio›$406.7K
Ellis Investment Partners, LLC2,560
0.1% of portfolio›$403.8K
Waystone Advisors LLC2,548
0.3% of portfolio›$403.2K
Seelaus Asset Management LLC2,533
0.3% of portfolio›$399.4K
Simplicity Wealth,LLC2,513
0.0% of portfolio›$396.3K
South Shore Capital Advisors2,500
0.3% of portfolio›$394.2K
Blueline Advisors LLC2,491
0.3% of portfolio›$392.7K
MMA Asset Management LLC2,442
0.1% of portfolio›$385.0K
Auour Investments LLC2,425
0.1% of portfolio›$382.4K
Financial Solutions Advisory Group, Inc.2,424
0.0% of portfolio›$349.8K
Courier Capital LLC2,397
0.0% of portfolio›$378.0K
Polaris Financial Partners2,379
0.2% of portfolio›$378
Aries Wealth Management2,360
0.1% of portfolio›$372.1K
Covenant Asset Management, LLC2,343
0.0% of portfolio›$369.4K
Focus Financial Network, Inc.2,341
0.0% of portfolio›$369.1K
LVW Advisors, LLC2,326
0.0% of portfolio›$366.8K
Missouri Trust & Investment Co2,325
0.1% of portfolio›$366.6K
HBW Advisory Services LLC2,312
0.0% of portfolio›$364.6K
Steel Grove Capital Advisors, LLC2,272
0.0% of portfolio›$358.2K
Stirlingshire Investments, Inc.2,245
0.2% of portfolio›$354.0K
Visionary Wealth Advisors2,239
0.0% of portfolio›$353.1K
Harmony Asset Management LLC2,230
0.1% of portfolio›$351.6K
Apollon Wealth Management, LLC2,229
0.0% of portfolio›$351.5K
Fifth Third Wealth Advisors LLC2,229
0.0% of portfolio›$351.5K
Florida Trust Wealth Management Co2,151
0.0% of portfolio›$339.2K
Aprio Wealth Management, LLC2,138
0.0% of portfolio›$337.1K
Blue Trust, Inc.2,113
0.0% of portfolio›$333.1K
WBH Advisory Inc2,080
0.0% of portfolio›$328.0K
Vise Technologies, Inc.2,066
0.0% of portfolio›$325.7K
Overbrook Management Corp2,050
0.1% of portfolio›$323.2K
Waterfront Wealth Inc.2,041
0.1% of portfolio›$313.3K
AlphaStar Capital Management, LLC2,018
0.0% of portfolio›$318.2K
Galvin, Gaustad & Stein, LLC2,010
0.0% of portfolio›$316.9K
Sloy Dahl & Holst, LLC2,008
0.0% of portfolio›$316.6K
Financial Council, LLC2,008
0.1% of portfolio›$316.6K
Richwood Investment Advisors, LLC2,004
0.2% of portfolio›$316.0K
Tctc Holdings, LLC2,003
0.0% of portfolio›$315.8K
New England Private Wealth Advisors LLC1,975
0.0% of portfolio›$311.3K
Macroview Investment Management LLC1,929
0.2% of portfolio›$304.2K
Sonata Capital Group Inc1,925
0.1% of portfolio›$303.5K
Cornell Pochily Investment Advisors, Inc.1,919
0.1% of portfolio›$302.6K
Turtle Creek Wealth Advisors, LLC1,916
0.0% of portfolio›$302.1K
Fulcrum Equity Management1,896
0.2% of portfolio›$298.9K
Maltin Wealth Management, Inc.1,870
0.1% of portfolio›$294.8K
Beacon Financial Advisory LLC1,852
0.1% of portfolio›$292.0K
Guardian Asset Advisors, LLC1,850
0.1% of portfolio›$291.7K
United Advisor Group, LLC1,835
0.0% of portfolio›$289.3K
Cornerstone Planning, LLC1,834
0.1% of portfolio›$290.2K
KPP Advisory Services LLC1,830
0.0% of portfolio›$288.6K
Lanark Financial, Inc.1,825
0.0% of portfolio›$287.8K
High Net Worth Advisory Group LLC1,819
0.1% of portfolio›$286.8K
Arlington Financial Advisors, LLC1,809
0.0% of portfolio›$285.2K
Sugar Maple Asset Management, LLC1,805
0.2% of portfolio›$284.6K
Bricktown Capital, LLC1,800
0.1% of portfolio›$283.8K
International Assets Investment Management, LLC1,794
0.0% of portfolio›$277.1K
Cordoba Advisory Partners LLC1,770
0.0% of portfolio›$279.2K
Genesee Capital Advisors, LLC1,730
0.1% of portfolio›$272.7K
Sightline Wealth Advisors, LLC1,715
0.1% of portfolio›$270.4K
Glenview Trust Co1,711
0.0% of portfolio›$269.8K
Arrow Financial Corp1,696
0.0% of portfolio›$267.4K
Brick & Kyle, Associates1,693
0.1% of portfolio›$267.0K
Register Financial Advisors LLC1,687
0.1% of portfolio›$266.0K
KRS Capital Management, LLC1,683
0.1% of portfolio›$265.5K
AFG Fiduciary Services Limited Partnership1,674
0.2% of portfolio›$245.7K
Crestwood Advisors Group, LLC1,660
0.0% of portfolio›$261.7K
Quantum Financial Partners LLC1,616
0.1% of portfolio›$254.8K
Chicago Partners Investment Group LLC1,609
0.0% of portfolio›$240.6K
Sterling Investment Counsel, LLC1,599
0.1% of portfolio›$252.1K
McAdam, LLC1,595
0.0% of portfolio›$251.5K
Princeton Global Asset Management LLC1,595
0.0% of portfolio›$251.5K
Southland Equity Partners LLC1,577
0.0% of portfolio›$248.7K
Bison Wealth, LLC1,575
0.0% of portfolio›$238.5K
Granite FO LLC1,550
0.1% of portfolio›$244.4K
Kingsbury Capital Investment Advisors LLC1,548
0.2% of portfolio›$244.1K
BIP Wealth, LLC1,547
0.0% of portfolio›$243.9K
Chiron Capital Management, LLC1,541
0.2% of portfolio›$243.0K
Guilbault Capital LLC1,533
0.2% of portfolio›$241.7K
Citizens National Bank Trust Department1,530
0.0% of portfolio›$241.3K
Manchester Capital Management LLC1,512
0.0% of portfolio›$238.4K
Junk Investment Group, LLC1,509
0.1% of portfolio›$238.0K
Waldron Private Wealth LLC1,506
0.0% of portfolio›$237.5K
Davis Investment Partners, LLC1,506
0.1% of portfolio›$237.5K
Vertrix Wealth Management, LLC1,503
0.1% of portfolio›$237.1K
Enclave Advisors LLC1,502
0.0% of portfolio›$236.8K
Trust Co of Vermont1,495
0.0% of portfolio›$235.7K
Paragon Private Wealth Management, LLC1,493
0.1% of portfolio›$235.4K
Capital Wealth Alliance, LLC1,490
0.1% of portfolio›$234.9K
Sound Stewardship, LLC1,483
0.1% of portfolio›$233.8K
Latitude Advisors, LLC1,468
0.1% of portfolio›$231.4K
Victory Financial Group, LLC1,465
0.0% of portfolio›$231.1K
Sunrise Financial Services, LLC1,458
0.1% of portfolio›$229.9K
GR Financial Group, LLC1,448
0.0% of portfolio›$228.4K
Tempus Wealth Planning, LLC1,427
0.0% of portfolio›$224.9K
Adell Harriman & Carpenter Inc1,412
0.0% of portfolio›$222.7K
Mitchell Sinkler & Starr1,400
0.1% of portfolio›$220.8K
Fortitude Family Office, LLC1,400
0.0% of portfolio›$220.8K
Choreo, LLC1,392
0.0% of portfolio›$219.4K
Grantvest Financial Group LLC1,380
0.1% of portfolio›$217.6K
True North Advisors, LLC1,380
0.0% of portfolio›$217.6K
Weaver Consulting Group1,373
0.0% of portfolio›$216.5K
Investment Management Trust, LLC1,371
0.2% of portfolio›$216.2K
Plan A Wealth LLC1,358
0.1% of portfolio›$214.2K
Diversify Advisory Services, LLC1,358
0.0% of portfolio›$203.4K
Diversify Wealth Management, LLC1,358
0.0% of portfolio›$203.4K
Andrews Advisory Associates, LLC1,333
0.1% of portfolio›$210.2K
Howard Wealth Management, LLC1,318
0.1% of portfolio›$207.9K
Essex Bank1,312
0.0% of portfolio›$206.9K
Cyndeo Wealth Partners, LLC1,305
0.0% of portfolio›$205.8K
Belvedere Trading LLC1,303
0.0% of portfolio›$205.5K
Heritage Family Offices, LLP1,300
0.1% of portfolio›$205.0K
Rye Brook Capital LLC1,300
0.0% of portfolio›$205
Indivisible Partners1,300
0.0% of portfolio›$205.0K
Baldwin Wealth Partners LLC1,295
0.0% of portfolio›$204.2K
Sweeney & Michel, LLC1,291
0.1% of portfolio›$203.6K
CoreCap Advisors, LLC1,289
0.0% of portfolio›$203.3K
Willner & Heller, LLC1,284
0.1% of portfolio›$202.5K
Realta Investment Advisors1,277
0.1% of portfolio›$201.4K
Gilpin Wealth Management, LLC1,273
0.1% of portfolio›$200.7K
Key FInancial Inc1,168
0.0% of portfolio›$184.2K
Oakworth Capital, Inc.1,124
0.0% of portfolio›$177.2K
Dynamic Wealth Strategies, LLC1,100
0.1% of portfolio›$173.4K
Wolff Wiese Magana LLC1,066
0.1% of portfolio›$168.1K
Signaturefd, LLC1,034
0.0% of portfolio›$163.1K
Rossby Financial, LCC826
0.0% of portfolio›$130.2K
EPG Wealth Management LLC812
0.0% of portfolio›$128.0K
Cassaday & Co Wealth Management LLC785
0.0% of portfolio›$123.8K
Three Bridge Wealth Advisors, LLC725
0.0% of portfolio›$114.3K
Glass Jacobson Investment Advisors llc629
0.0% of portfolio›$99.2K
China Universal Asset Management Co., Ltd.608
0.0% of portfolio›$95.3K
Axiom Investment Management LLC604
0.1% of portfolio›$95.2K
Caldwell Trust Co600
0.0% of portfolio›$94.6K
City Holding Co600
0.0% of portfolio›$94.6K
High Note Wealth, LLC595
0.0% of portfolio›$93.8K
Gamma Investing LLC589
0.0% of portfolio›$92.9K
Highline Wealth Partners LLC575
0.0% of portfolio›$90.7K
Adirondack Trust Co575
0.0% of portfolio›$90.7K
Elevation Wealth Partners, LLC537
0.0% of portfolio›$84.7K
Compass Wealth Management LLC505
0.0% of portfolio›$79.6K
First Bancorp, Inc482
0.0% of portfolio›$76.0K
Bokf, NA464
0.0% of portfolio›$73.2K
Barnes Dennig Private Wealth Management LLC457
0.1% of portfolio›$72.1K
Murphy & Mullick Capital Management Corp455
0.0% of portfolio›$71.7K
Cranbrook Wealth Management, LLC446
0.0% of portfolio›$70.3K
Community Financial Services Group, LLC423
0.0% of portfolio›$65.4K
Creative Financial Designs Inc417
0.0% of portfolio›$65.7K
Moisand Fitzgerald Tamayo, LLC400
0.0% of portfolio›$63.1K
Halbert Hargrove Global Advisors, LLC400
0.0% of portfolio›$63.1K
State of Wyoming393
0.0% of portfolio›$62.0K
Fairscale Capital, LLC385
0.0% of portfolio›$60.1K
Larson Financial Group LLC383
0.0% of portfolio›$60.4K
Hanson & Doremus Investment Management383
0.0% of portfolio›$60
Acumen Wealth Advisors, LLC365
0.0% of portfolio›$57.6K
Activest Wealth Management361
0.0% of portfolio›$56.8K
Davis Capital Management352
0.0% of portfolio›$55.5K
Ascentis Independent Advisors346
0.0% of portfolio›$54.6K
Bell Investment Advisors, Inc343
0.0% of portfolio›$54.1K
Vima LLC343
0.1% of portfolio›$54.1K
CX Institutional328
0.0% of portfolio›$52
Dhjj Financial Advisors, Ltd.302
0.0% of portfolio›$47.7K
Pension & Wealth Management Advisors, Inc.300
0.0% of portfolio›$47.3K
Provident Wealth Management, LLC300
0.0% of portfolio›$47.3K
Quaker Wealth Management, LLC291
0.0% of portfolio›$45.9K
Ramsey Quantitative Systems290
0.0% of portfolio›$45.7K
Align Financial, LLC253
0.0% of portfolio›$39.9K
First Horizon Corp250
0.0% of portfolio›$39.4K
Intesa Sanpaolo Wealth Management250
0.0% of portfolio›$39.4K
Trifecta Capital Advisors, LLC245
0.0% of portfolio›$38.6K
Adkins Seale Capital Management LLC240
0.0% of portfolio›$37.8K
Rydar Equities, Inc.228
0.0% of portfolio›$34.3K
Eastern Bank228
0.0% of portfolio›$36.0K
Golden State Wealth Management, LLC219
0.0% of portfolio›$34.6K
Mather Group, Llc.206
0.0% of portfolio›$32.5K
North Star Investment Management Corp.200
0.0% of portfolio›$31.5K
Pacifica Partners Inc.200
0.0% of portfolio›$30.9K
Root Financial Partners, LLC199
0.0% of portfolio›$31.4K
Signature Equity Partners, LLC194
0.0% of portfolio›$30.6K
Hilton Head Capital Partners, LLC187
0.0% of portfolio›$29.5K
Evolution Wealth Management Inc.182
0.0% of portfolio›$28.7K
Evermay Wealth Management LLC175
0.0% of portfolio›$27.6K
Angeles Wealth Management, LLC175
0.0% of portfolio›$27.6K
Markowski Investments166
0.0% of portfolio›$26.2K
Lodestone Wealth Management LLC160
0.0% of portfolio›$25.3K
SJS Investment Consulting Inc.154
0.0% of portfolio›$24.3K
Bayban150
0.0% of portfolio›$23.7K
Smallwood Wealth Investment Management, LLC135
0.0% of portfolio›$21.3K
JFS Wealth Advisors, LLC115
0.0% of portfolio›$18.1K
United Community Bank115
0.0% of portfolio›$18.1K
Covestor Ltd112
0.0% of portfolio›$18
Maseco LLP95
0.0% of portfolio›$15.0K
Hartford Financial Management Inc.94
0.0% of portfolio›$14.8K
Farmers & Merchants Investments Inc94
0.0% of portfolio›$14.8K
Wilmington Savings Fund Society, FSB91
0.0% of portfolio›$14.3K
Security National Bank82
0.0% of portfolio›$12.9K
Morling Financial Advisors, LLC72
0.0% of portfolio›$11.4K
Abound Wealth Management69
0.0% of portfolio›$10.9K
Wagner Wealth Management, LLC64
0.0% of portfolio›$10.1K
Redwood Park Advisors LLC60
0.0% of portfolio›$9.5K
Asset Dedication, LLC51
0.0% of portfolio›$8.0K
Hilltop National Bank50
0.0% of portfolio›$7.9K
Signature Resources Capital Management, LLC48
0.0% of portfolio›$7.6K
Contravisory Investment Management, Inc.46
0.0% of portfolio›$7.3K
United Financial Planning Group LLC40
0.0% of portfolio›$6.4K
Ashton Thomas Securities, LLC33
0.0% of portfolio›$5.2K
Central Pacific Bank - Trust Division32
0.0% of portfolio›$5.0K
Tsfg, LLC32
0.0% of portfolio›$5
Birch Financial Group, LLC31
0.0% of portfolio›$4.9K
Trust Co28
0.0% of portfolio›$4.4K
Flagship Wealth Advisors, LLC25
0.0% of portfolio›$3.9K
Team Financial Group, LLC25
0.0% of portfolio›$3.9K
Cullen T Bankers, Inc.21
0.0% of portfolio›$3.3K
Plante Moran Financial Advisors, LLC17
0.0% of portfolio›$2.7K
Central Trust Co17
0.0% of portfolio›$2.7K
Nemes Rush Group LLC15
0.0% of portfolio›$2.4K
Nfsg Corp15
0.0% of portfolio›$2.4K
Newton One Investments LLC8
0.0% of portfolio›$1.3K
Clayton Financial Group LLC7
0.0% of portfolio›$1.1K
1620 Investment Advisors, Inc.7
0.0% of portfolio›$1.1K
Grey Ledge Advisors, LLC7
0.0% of portfolio›$1.1K
Key Capital Management, Inc7
0.0% of portfolio›$1.1K
Goodman Advisory Group, LLC6
0.0% of portfolio›$946
Prairie Wealth Advisors, Inc.0
0.1% of portfolio›$460.6K
StyleTurnoverLocationFiled
Citigroup Inc
12,837,660$2.0B0.7%CoreMediumNew York, NY2026-11-04
Jefferies Financial Group Inc.
1,662,500$262.1M1.9%CoreVery HighNew York, NY2026-11-05
Strs Ohio
392,375$61.9M0.2%CoreMediumColumbus, OH2026-10-30
PSP Research LLC
386,500$60.9M41.8%ETFMediumLas Vegas, NV2026-10-21
Thrivent Financial for Lutherans
359,111$56.6K0.0%GARPMediumMinneapolis, MN2026-11-05
Williams Jones Wealth Management, Llc.
269,965$42.6M0.5%GrowthLowNew York, NY2026-11-05
Annex Advisory Services, LLC
266,485$42.0M0.7%GrowthHighBrookfield, WI2026-10-16
Mirae Asset Securities (USA) Inc.
250,674$39.5M1.1%ETFHighNew York, NY2026-10-15
Moss Adams Wealth Advisors LLC
195,591$30.8M2.0%ETFLowSeattle, WA2026-10-28
Sivik Global Healthcare LLC
180,000$28.4M16.2%ValueMediumGreenwich, CT2026-10-13
Parkway Wealth Management Group, LLC
167,759$26.5M3.0%ETFHighPlano, TX2026-10-20
Weatherly Asset Management L. P.
157,320$24.8M1.8%GrowthVery LowDel Mar, CA2026-10-20
Riggs Asset Managment Co. Inc.
155,102$24.5M4.5%GrowthMediumDallas, PA2026-11-05
United Capital Management of KS, Inc.
141,934$22.4M2.9%GrowthMediumSalina, KS2026-11-04
J.Safra Asset Management Corp
138,494$21.8M0.9%ETFLowNew York, NY2026-11-03
Cambridge Investment Research Advisors, Inc.
136,568$21.5K0.0%ETFLowFairfield, IA2026-11-02
L. Roy Papp & Associates, LLP
133,822$21.1M2.2%CoreVery LowPhoenix, AZ2026-10-21
Madrona Financial Services, LLC
131,913$20.8M3.2%ETFLowEverett, WA2026-10-23
Royal Fund Management, LLC
125,943$19.9M1.6%GrowthMediumLady Lake, FL2026-10-22
Edge Wealth Management LLC
110,769$17.6M2.6%CoreLowNew York, NY2026-10-13
Destiny Wealth Partners, LLC
105,019$16.0M1.6%ETFMediumTavares, FL2026-11-05
Yelin Lapidot Holdings Management Ltd.
104,532$16.5M3.0%GARPLowTel Aviv, Luxembourg2026-10-26
Lake Hills Wealth Management, LLC
101,543$16.0M7.4%ETFVery HighAustin, TX2026-10-07
Commonwealth Equity Services, LLC
95,742$15.1M0.0%ETFLowWaltham, MA2026-11-02
Ayalon Insurance Comp Ltd.
95,600$15.1K0.0%ETFLowRamat Gan, Luxembourg2026-10-08
Geneva Partners, LLC
91,136$14.4M4.3%MomentumHighLake Geneva, WI2026-10-26
Fifth Third Bancorp
90,373$14.2M0.0%IndexVery LowCincinnati, OH2026-11-05
MFA Wealth Advisors, LLC
89,691$14.1M2.4%ETFMediumPittsburgh, PA2026-10-07
Elite Wealth Management, Inc.
89,272$14.1M2.7%MomentumMediumKirkland, WA2026-11-03
Harel Insurance Investments & Financial Services Ltd.
86,283$13.6K0.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Tamar Securities, LLC
82,493$13.0M1.2%CoreLowWoodland Hills, CA2026-11-03
Parkside Investments, LLC
82,303$13.0M1.5%ETFLowDeerfield, IL2026-10-20
Trek Financial, LLC
80,717$12.7M0.6%ETFHighScottsdale, AZ2026-10-29
Spire Wealth Management
79,021$12.5M0.4%GrowthMediumMclean, VA2026-10-30
Oppenheimer & Co Inc
76,486$12.1M0.1%CoreLowNew York, NY2026-10-26
Investment House LLC
75,235$11.9M0.5%CoreMediumRedondo Beach, CA2026-10-21
Concurrent Investment Advisors, LLC
72,117$11.4M0.1%GrowthMediumTampa, FL2026-10-16
Montag A & Associates Inc
69,355$10.9M0.5%CoreLowAtlanta, GA2026-10-29
Wealth Enhancement Advisory Services, LLC
66,208$9.9M0.0%CoreLowPlymouth, MN2026-10-13
Crescent Grove Advisors, LLC
60,765$9.6M0.8%ETFLowLake Forest, IL2026-10-21
Fiduciary Alliance LLC
59,844$9.4M0.7%CoreMediumGreenville, SC2026-10-13
Marotta Asset Management
57,881$9.1M1.5%ETFLowCharlottesville, VA2026-10-02
Petredis Investment Advisors LLC
54,033$8.5M0.6%GrowthVery LowWarrendale, PA2026-10-20
Fulcrum Capital LLC
51,007$8.0M1.5%GrowthLowSeattle, WA2026-10-15
Altfest L J & Co Inc
48,141$7.6M0.8%ETFHighNew York, NY2026-10-27
Sava Infond d.o.o.
46,530$7.3M0.4%Agg GrowthLowMaribor, Andorra2026-10-28
Allspring Global Investments Holdings, LLC
45,699$7.1M0.0%CoreMediumCharlotte, NC2026-11-04
Shaker Investments LLC
40,667$6.4M2.4%MomentumMediumCleveland, OH2026-11-05
KCM Investment Advisors LLC
40,257$6.3M0.2%CoreVery LowGreenbrae, CA2026-10-27
Oppenheimer Asset Management Inc.
37,459$5.9M0.1%CoreMediumNew York, NY2026-10-27
Carnegie Investment Counsel
36,595$5.8M0.1%CoreLowPepper Pike, OH2026-10-20
Creative Planning
35,581$5.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Lyell Wealth Management, LP
33,000$5.2M0.3%GrowthLowMenlo Park, CA2026-10-30
Braeburn Wealth Management LLC
31,796$5.0M2.1%ETFMediumMuskegon, MI2026-10-15
J.W. Cole Advisors, Inc.
30,116$4.7M0.1%IndexLowTampa, FL2026-11-05
Kestra Advisory Services, LLC
29,932$4.7M0.0%CoreLowAustin, TX2026-11-02
Bank Julius Baer & Co. Ltd, Zurich
29,480$4.6M0.0%GrowthMediumZurich, Switzerland2026-10-29
Founders Financial Securities LLC
29,034$4.6M0.2%ETFMediumTowson, MD2026-10-28
Kercheville Advisors, LLC
28,304$4.5M1.2%GrowthMediumSan Antonio, TX2026-10-19
Capital Investment Counsel, Inc
28,115$4.4M0.5%GrowthVery LowRaleigh, NC2026-10-20
TD Waterhouse Canada Inc.
27,853$4.3M0.0%CoreLowToronto, Australia2026-10-16
Farther Finance Advisors, LLC
27,226$4.3M0.0%IndexLowSan Francisco, CA2026-10-08
Parallel Advisors, LLC
26,910$4.2M0.1%IndexLowSan Francisco, CA2026-11-03
Redhawk Wealth Advisors, Inc.
26,409$4.2M0.4%ETFHighMinneapolis, MN2026-10-14
Absolute Capital Management, LLC
25,210$4.0M0.9%ETFMediumPittsburgh, PA2026-10-16
EverSource Wealth Advisors, LLC
25,184$4.0M0.1%CoreMediumBirmingham, AL2026-11-04
Grimes & Co Wealth Management, LLC
24,831$3.9M0.1%CoreLowWestborough, MA2026-10-29
Hartline Investment Corp/
23,635$3.7M0.4%GrowthMediumWinnetka, IL2026-10-29
Truist Financial Corp
23,623$3.7M0.0%CoreLowCharlotte, NC2026-10-30
111 Capital
22,369$3.5M0.5%CoreVery HighParis, India2026-11-03
Verity Asset Management, Inc.
22,306$3.5M1.4%CoreMediumDurham, NC2026-10-30
IFP Advisors, Inc
22,189$3.5M0.1%GrowthLowTampa, FL2026-10-16
Highland Capital Management, LLC
22,003$3.5M0.2%GrowthMediumMemphis, TN2026-10-26
Sage Capital Management, LLC
21,992$3.5M1.3%ETFLowStockton, NJ2026-10-20
Wealthcare Advisory Partners LLC
21,817$3.4M0.1%ETFLowWest Chester, PA2026-10-21
Robertson Stephens Wealth Management, LLC
21,640$3.4M0.1%ETFMediumSan Francisco, CA2026-10-16
Modera Wealth Management, LLC
21,035$3.3M0.0%ETFVery LowWestwood, NJ2026-10-28
D.A. Davidson & Co.
20,786$3.3M0.0%CoreLowGreat Falls, MT2026-10-28
Breakwater Capital Group
20,157$3.2M0.4%ETFLowParamus, NJ2026-10-09
Great Diamond Partners, LLC
19,820$3.1M0.5%CoreMediumPortland, ME2026-10-13
Amitell Capital Pte Ltd
19,773$3.1M3.0%ETFHighSingapore, Turkey2026-11-02
Y.D. More Investments Ltd
19,500$3.1M0.1%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Nkcfo LLC
19,500$3.1K0.0%GARPHighGeneva, IL2026-11-04
Davenport & Co LLC
19,275$3.0M0.0%CoreMediumRichmond, VA2026-10-14
Valeo Financial Advisors, LLC
19,221$3.0M0.1%ETFLowCarmel, IN2026-10-08
Kingswood Wealth Advisors, LLC
19,218$3.0M0.1%GrowthLowSan Diego, CA2026-10-23
Avalon Capital Management
19,086$3.0M0.7%GrowthMediumMenlo Park, CA2026-11-04
Meitav Investment House LTD
18,597$2.9M0.0%ETFMediumBene-Beraq, Luxembourg2026-10-28
Argyle Capital Partners, LLC
18,364$2.9M1.8%CoreLowLos Angeles, CA2026-10-23
Bank of New York Mellon Corp
18,343$2.9M0.0%CoreLowNew York, NY2026-11-05
Daymark Wealth Partners, LLC
18,339$2.9M0.1%CoreLowCincinnati, OH2026-11-04
Prospera Financial Services Inc
18,028$2.8M0.0%CoreMediumDallas, TX2026-11-04
Harbor Investment Advisory, LLC
17,445$2.8M0.2%GrowthLowLutherville, MD2026-10-13
Hollow Brook Wealth Management LLC
17,161$2.7M0.5%CoreLowKatonah, NY2026-10-29
Meridian Investment Counsel Inc.
17,108$2.7M0.6%GARPLowLafayette, CA2026-10-14
Bank of New Hampshire
16,961$2.7M0.6%CoreLowLaconia, NH2026-10-06
Banque Pictet & CIE SA
16,770$2.6M0.0%CoreMediumGeneva 73, Switzerland2026-10-16
Innovative Advisory Group, LLC
16,357$2.6M1.9%ETFHighLexington, MA2026-10-13
Wespac Advisors SoCal, LLC
16,270$2.6M0.5%GrowthMediumPasadena, CA2026-10-13
Continental Advisors LLC
16,200$2.6M1.1%YieldMediumPark City, UT2026-10-13
GFS Advisors, LLC
15,705$2.5M0.3%CoreLowHouston, TX2026-11-03
Kassira Wealth Management LLC
15,555$2.5M1.9%GrowthMediumKnoxville, TN2026-10-28
Duncker Streett & Co Inc
15,359$2.4M0.4%GrowthLowSt. Louis, MO2026-10-27
Assetmark, Inc
14,913$2.4M0.0%ETFLowConcord, CA2026-10-21
Wealth Advisory Solutions, LLC
14,548$2.3M0.5%ETFLowZionsville, IN2026-10-20
Balefire, LLC
14,216$2.2M0.4%ETFMediumDallas, TX2026-10-09
Koshinski Asset Management, Inc.
14,213$2.2M0.1%ETFLowDecatur, IL2026-10-29
Investment Research Partners LLC
14,072$2.2M0.8%CoreLowLemont, PA2026-10-19
Atria Investments, Inc
14,044$2.2M0.0%CoreMediumCharlotte, NC2026-10-15
LJI Wealth Management, LLC
13,755$2.2M0.3%ETFLowIndianapolis, IN2026-10-28
Evolution Wealth Advisors, LLC
13,404$2.1M0.2%ETFLowAventura, FL2026-11-03
Worth Asset Management, LLC
13,173$2.1M0.6%ETFHighDallas, TX2026-10-07
Sigma Planning Corp
13,077$2.1M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Independent Financial Group, LLC
12,961$2.0M0.0%GrowthLowSan Diego, CA2026-10-13
Integrated Advisors Network LLC
12,907$2.0M0.1%GrowthMediumDallas, TX2026-10-20
Parcion Private Wealth LLC
12,871$2.0M0.1%CoreMediumBellevue, WA2026-10-28
Dynamic Advisor Solutions LLC
12,837$2.0M0.1%ETFLowPhoenix, AZ2026-10-13
Nvwm, LLC
12,753$2.0M0.4%GrowthMediumYardley, PA2026-10-14
Pinnacle Associates LTD
12,566$2.0M0.0%CoreLowNew York, NY2026-10-20
Biltmore Family Office, LLC
12,487$2.0M0.3%GrowthLowCharlotte, NC2026-11-03
NWF Advisory Services Inc.
12,196$1.9M0.2%GARPLowLos Angeles, CA2026-10-19
Vontobel Holding Ltd.
11,553$1.8M0.0%CoreMediumZurich, Switzerland2026-10-16
PFG Advisors
11,480$1.8M0.1%ETFMediumPhoenix, AZ2026-10-16
RPG Investment Advisory, LLC
11,190$1.8M0.3%GrowthLowPleasanton, CA2026-10-21
Financial Management Professionals, Inc.
11,025$1.7M0.2%ETFMediumAustin, TX2026-10-23
Legacy Bridge, LLC
10,813$1.7M0.6%GrowthVery LowWest Des Moines, IA2026-10-28
Pekin Hardy Strauss, Inc.
10,804$1.7M0.1%ValueMediumChicago, IL2026-11-02
Hennion & Walsh Asset Management, Inc.
10,728$1.7M0.0%ValueMediumParsippany, NJ2026-10-13
First Heartland Consultants, Inc.
10,541$1.7M0.1%ETFMediumLake St. Louis, MO2026-10-08
Firethorn Wealth Partners, LLC
10,378$1.6M0.5%ETFLowAugusta, GA2026-10-14
Csenge Advisory Group
10,283$1.6M0.1%ETFMediumClearwater, FL2026-11-04
Washington Growth Strategies LLC
10,268$1.6M0.9%ETFVery LowWashington, DC2026-10-19
Y-Intercept (Hong Kong) Ltd
10,113$1.6M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Shelton Wealth Management, LLC
10,084$1.6M0.6%GrowthMediumFort Worth, TX2026-10-16
CVS Health Corp
10,000$1.6M0.4%ETFMediumWoonsocket, RI2026-11-05
Krilogy Financial LLC
9,844$1.5M0.0%GrowthLowSt. Louis, MO2026-10-13
Stephen J. Garry & Associates, LLC
9,578$1.5M1.2%ETFVery LowGarden City, NY2026-11-05
MeadowBrook Investment Advisors LLC
9,542$1.4M1.1%CoreLowLivonia, MI2026-10-29
Mesirow Financial Investment Management, Inc.
9,446$1.5M0.0%CoreLowChicago, IL2026-11-05
180 Wealth Advisors, LLC
9,306$1.5M0.1%CoreLowFederal Way, WA2026-11-03
Flagship Harbor Advisors, LLC
9,283$1.5M0.1%ETFMediumBoston, MA2026-10-26
Cornerstone Enterprises, LLC
9,262$1.5M0.9%ETFMediumAppleton, WI2026-10-15
Kestra Private Wealth Services, LLC
9,257$1.5M0.0%GrowthLowAustin, TX2026-10-30
Deltec Asset Management LLC
9,000$1.4M0.2%CoreMediumNew York, NY2026-10-26
Investment Management Corp
8,927$1.4M1.1%ETFMediumRoanoke, VA2026-11-03
Congress Park Capital LLC
8,890$1.4M0.4%ValueLowSaratoga Springs, NY2026-10-13
Invested Advisors
8,730$1.4M1.2%CoreMediumState College, PA2026-10-23
Cornerstone Wealth Management, LLC
8,659$1.4M0.1%ETFVery LowSt. Peters, MO2026-11-04
Byrne Asset Management LLC
8,521$1.3M0.7%CoreLowKingston, NJ2026-10-06
Buck Wealth Strategies, LLC
8,495$1.3M0.1%ValueMediumDenver, CO2026-10-28
Newman Dignan & Sheerar, Inc.
8,477$1.3M0.3%ETFLowProvidence, RI2026-10-21
Certuity, LLC
8,446$1.3M0.1%GARPLowNorth Palm Beach, FL2026-11-02
Compound Planning, Inc.
8,400$1.3M0.0%CoreLowNew York, NY2026-11-05
Jessup Wealth Management, Inc
8,213$1.3M0.3%GrowthMediumDayton, OH2026-10-20
Brookstone Capital Management
8,159$1.3M0.0%ETFMediumWheaton, IL2026-10-22
Americana Partners, LLC
8,080$1.3M0.0%CoreMediumHouston, TX2026-10-28
Sowell Financial Services LLC
8,058$1.3M0.0%CoreLowNorth Little Rock, AR2026-10-23
Viewpoint Capital Management LLC
8,000$1.3M0.6%CoreVery LowSeattle, WA2026-10-27
Gerber Kawasaki Wealth & Investment Management
7,999$1.3M0.0%ETFLowSanta Monica, CA2026-10-29
Cdkv Holdings LLC
7,985$1.3M1.0%ETFMediumDenver, CO2026-10-28
Valley National Advisers Inc
7,954$1.3M0.1%ETFLowBethlehem, PA2026-10-23
Prime Capital Investment Advisors, LLC
7,917$1.2M0.0%ETFLowOverland Park, KS2026-10-20
Patriot Financial Group Insurance Agency, LLC
7,862$1.2M0.1%GrowthLowWalpole, MA2026-10-14
Larry Mathis Financial Planning, LLC
7,785$1.2M1.0%ValueHighPhoenix, AZ2026-10-26
Prudent Man Advisors, LLC
7,740$1.2M0.3%GrowthLowNaperville, IL2026-11-03
Endowment Wealth Management, Inc.
7,709$1.2M0.4%ETFMediumAppleton, WI2026-11-03
Wealth Management Partners, LLC
7,652$1.2M0.3%Agg GrowthLowTucson, AZ2026-10-21
Citizens Financial Group Inc
7,648$1.2M0.0%GrowthLowProvidence, RI2026-10-23
StoneX Group Inc.
7,642$1.2M0.0%ETFMediumNew York, NY2026-11-03
Brian LOW Financial Group, LLC
7,538$1.2M0.7%CoreMediumBaton Rouge, LA2026-10-28
Basso Capital Management, L.P.
7,514$1.2M0.3%ETFMediumStamford, CT2026-10-30
Canton Hathaway, LLC
7,475$1.2M0.2%ValueLowProvidence, RI2026-10-23
Guerra PAN Advisors, LLC
7,182$1.1M0.6%GrowthVery LowMontclair, NJ2026-10-26
Integrity Alliance, Llc.
7,039$1.1M0.0%ETFMediumUrbandale, IA2026-10-29
Patriot Investment Management Group, Inc.
6,823$1.1M0.1%ETFVery LowKnoxville, TN2026-10-15
Old National Bancorp
6,822$1.1M0.0%CoreLowEvansville, IN2026-10-20
Sharper & Granite LLC
6,789$867.2K0.3%ETFLowEl Segundo, CA2026-11-02
Evergreen Capital Management LLC
6,686$1.1M0.0%GARPMediumBellevue, WA2026-10-23
Associated Banc-Corp
6,638$1.0M0.0%CoreLowGreen Bay, WI2026-10-30
Vigilare Wealth Management
6,430$1.0M0.3%ETFHighScottsdale, AZ2026-10-29
TCP Asset Management, LLC
6,293$971.8K0.1%ETFLowUpper Arlington, OH2026-10-14
US Bancorp \de\
6,206$978.6K0.0%IndexLowMinneapolis, MN2026-11-05
Nations Financial Group Inc,
6,193$976.5K0.0%CoreLowCedar Rapids, IA2026-11-05
Shepherd Financial Partners LLC
6,168$972.5K0.1%ETFLowWinchester, MA2026-11-03
RFG Advisory, LLC
6,165$972.1K0.0%ETFMediumBirmingham, AL2026-11-03
Almanack Investment Partners, Llc.
6,129$966.4K0.1%ETFMediumNewtown Square, PA2026-11-03
Pictet North America Advisors SA
6,020$949.2K0.1%GARPMediumGeneva 73, Switzerland2026-10-21
Gruss & Co., LLC
6,000$946.1K0.8%GrowthMediumWest Palm Beach, FL2026-11-02
Wellington Shields & Co., LLC
6,000$946.1K1.2%CoreLowNew York, NY2026-11-03
Capital Management Associates
6,000$946.1K1.2%MomentumLowNew York, NY2026-11-03
Wellington Shields Capital Management, LLC
6,000$946.1K1.2%GrowthMediumNew York, NY2026-11-03
Westside Investment Management, Inc.
5,950$938.2K0.1%GrowthLowSanta Monica, CA2026-11-02
Avail Investment Partners, LLC
5,948$937.9K0.7%CoreMediumLemont, PA2026-10-16
Solstein Capital, LLC
5,918$933.2K0.3%CoreLowMenlo Park, CA2026-11-02
Means Investment Co., Inc.
5,822$918.0K0.1%GrowthVery LowBangor, ME2026-11-03
Fell Capital Management
5,775$910.6K0.8%CoreLowNewport Beach, CA2026-10-09
Summit Securities Group LLC
5,724$902.6K0.1%CoreVery HighNew York, NY2026-11-05
McGuire Investment Group, LLC
5,678$895.3K0.1%Agg GrowthLowWakefield, RI2026-10-23
Patten & Patten Inc
5,595$882.2K0.0%CoreLowChattanooga, TN2026-10-26
CWC Advisors, Llc.
5,540$873.5K0.4%GARPLowLake Oswego, OR2026-10-15
Finivi Inc.
5,500$867.2K0.4%GrowthMediumWestborough, MA2026-10-13
Thompson Siegel & Walmsley LLC
5,500$8670.0%Deep ValueMediumRichmond, VA2026-11-05
AlphaCore Capital LLC
5,296$835.1K0.0%ETFLowLa Jolla, CA2026-11-04
Private Trust Co NA
5,286$833.5K0.1%CoreLowCleveland, OH2026-10-20
MGO One Seven LLC
5,225$823.9K0.0%GrowthLowBeachwood, OH2026-10-28
Sage Investment Advisers LLC
5,180$816.8K0.5%ETFLowWappingers Falls, NY2026-10-21
Andrew Hill Investment Advisors, Inc.
5,159$813.5K0.6%GrowthHighNaples, FL2026-10-22
Millennium Capital Advisors, LLC
5,093$803.0K0.4%GrowthLowLittle Rock, AR2026-10-16
WealthTrust Asset Management, LLC
5,059$797.8K0.4%GARPMediumDestin, FL2026-10-22
BigSur Wealth Management LLC
5,000$788.4K0.2%GrowthLowMiami, FL2026-10-13
Northstar Asset Management Co
4,900$748.6K0.1%CoreVery LowBlue Bell, PA2026-10-22
Torrey Growth & Income Advisors
4,856$765.3K0.3%CoreMediumDel Mar, CA2026-11-04
Wedbush Securities Inc
4,757$7500.0%CoreLowPasadena, CA2026-10-22
Jacobi Capital Management LLC
4,710$742.7K0.0%CoreLowPittston, PA2026-11-05
Titleist Asset Management, LLC
4,661$735.0K0.0%ETFLowSan Antonio, TX2026-10-08
Wedmont Private Capital
4,579$683.6K0.0%IndexVery LowWest Chester, PA2026-10-09
Alpha Wealth Funds, LLC
4,544$716.5K0.4%ETFMediumPark City, UT2026-11-05
Capital Investment Advisory Services, LLC
4,502$709.9K0.0%CoreMediumRaleigh, NC2026-10-30
Loring Wolcott & Coolidge Fiduciary Advisors LLP
4,500$709.6K0.0%GrowthVery LowBoston, MA2026-10-23
Chesley Taft & Associates LLC
4,475$705.6K0.0%CoreLowChicago, IL2026-10-13
Chung Wu Investment Group, LLC
4,430$698.5K0.5%GrowthMediumSugar Land, TX2026-11-03
Elm3 Financial Group, LLC
4,407$694.9K0.5%GrowthMediumAlpharetta, GA2026-10-07
Ehrlich Financial Group
4,391$692.4K0.4%ETFHighLaguna Niguel, CA2026-10-20
Pacific Center for Financial Services
4,362$687.8K0.1%ETFMediumDanville, CA2026-10-15
Advantage Trust Co
4,245$669.4K0.2%ETFVery LowSalina, KS2026-10-19
Powell Investment Advisors, LLC
4,245$669.4K0.2%ETFVery LowMiami, FL2026-10-22
Ashurst Perkins Coie Trust Co
4,214$664.5K0.1%CoreVery LowSeattle, WA2026-10-15
Salem Investment Counselors Inc
4,176$658.5K0.0%GrowthVery LowWinston-Salem, NC2026-10-13
Apella Capital, LLC
4,133$620.9K0.0%ETFVery LowWest Hartford, CT2026-10-08
Compass Ion Advisors, LLC
3,993$629.6K0.1%ETFVery LowConshohocken, PA2026-10-23
Axxcess Wealth Management, LLC
3,938$620.9K0.0%CoreLowCarlsbad, CA2026-10-21
Lido Advisors, LLC
3,908$616.2K0.0%GrowthLowLos Angeles, CA2026-11-04
Montecito Bank & Trust
3,900$615.0K0.1%GrowthVery LowSanta Barbara, CA2026-10-01
National Wealth Management Group, LLC
3,861$608.7K0.2%ETFMediumCincinnati, OH2026-10-26
Lmcg Investments, LLC
3,825$603.1K0.0%CoreLowBoston, MA2026-10-21
New Wave Wealth Advisors LLC
3,695$542.4K0.1%CoreMediumSpringdale, AR2026-10-19
IPG Investment Advisors LLC
3,688$581.5K0.1%CoreMediumSan Diego, CA2026-10-30
Midwest Trust Co
3,675$579.5K0.0%CoreLowOverland Park, KS2026-10-22
Whalen Wealth Management Inc.
3,610$569.2K0.2%GrowthHighLas Vegas, NV2026-10-08
King Luther Capital Management Corp
3,600$567.6K0.0%CoreLowFort Worth, TX2026-11-05
Chatham Capital Group, Inc.
3,573$563.4K0.1%CoreLowSavannah, GA2026-10-16
Ashton Thomas Private Wealth, LLC
3,520$555.0K0.0%CoreMediumScottsdale, AZ2026-11-03
Bochk Asset Management Ltd
3,500$551.9K0.1%Agg GrowthVery HighHong Kong, South Korea2026-10-29
Fearless Solutions, LLC dba Best Invest
3,430$540.8K0.3%ETFLowSan Antonio, TX2026-10-14
Greystone Financial Group, LLC
3,400$536.2K0.1%GrowthMediumBloomfield Hills, MI2026-10-26
Park Avenue Securities LLC
3,326$5240.0%ETFMediumNew York, NY2026-10-26
Investment Partners Asset Management, Inc.
3,273$516.1K0.3%CoreLowMetuchen, NJ2026-10-09
Financial Partners Group, Inc
3,251$512.6K0.1%ETFLowOverland Park, KS2026-10-19
Doliver Advisors, LP
3,232$509.6K0.1%GARPLowHouston, TX2026-10-01
Investment Partners, Ltd.
3,215$507.0K0.1%ETFVery LowNew Philadelphia, OH2026-10-29
Interchange Capital Partners, LLC
3,124$492.6K0.1%GrowthLowPittsburgh, PA2026-10-28
Beaumont Financial Advisors, LLC
3,066$483.4K0.0%GrowthMediumNeedham, MA2026-10-22
Amplius Wealth Advisors, LLC
3,019$476.0K0.0%ETFLowBlue Bell, PA2026-10-20
Kazazian Asset Management, LLC
3,000$473.0K0.4%ValueMediumFort Lauderdale, FL2026-11-02
KTF Investments, LLC
2,999$472.9K0.1%GrowthLowSeal Beach, CA2026-10-23
Trademark Financial Management, LLC
2,953$465.6K0.2%ETFMediumBloomington, MN2026-10-23
Fragasso Financial Advisors Inc
2,905$446.7K0.0%ETFLowSewickley, PA2026-10-13
HB Wealth Management, LLC
2,849$449.2K0.0%IndexVery LowAtlanta, GA2026-10-23
Dutch Asset Corp
2,848$449.1K0.2%GrowthMediumSelkirk, NY2026-10-20
Global Financial Private Client, LLC
2,803$442.0K0.1%GrowthLowSarasota, FL2026-10-15
Integral Investment Advisors, Inc.
2,800$441.5K0.1%ETFVery LowTurlock, CA2026-11-03
Friedenthal Financial
2,795$440.7K0.2%ETFHighMarlton, NJ2026-10-27
Rinkey Investments
2,774$936.4K0.2%ETFLowSan Diego, CA2026-10-28
Parsons Capital Management Inc
2,755$434.4K0.0%CoreLowProvidence, RI2026-10-28
Shulman DeMeo Asset Management LLC
2,751$429.7K0.1%ETFVery LowLake Success, NY2026-10-09
Vestor Capital, LLC
2,737$2570.0%ValueMediumChicago, IL2026-11-04
Arnold Financial Planning LLC
2,718$428.6K0.3%ETFVery LowHiawatha, IA2026-10-20
AdvisorNet Financial, Inc
2,651$389.1K0.0%ETFLowMinnetonka, MN2026-10-15
Sherman Asset Management, Inc.
2,638$416.0K0.3%ETFLowVentura, CA2026-11-05
Castleview Partners, LLC
2,594$409.0K0.2%CoreMediumDallas, TX2026-10-09
Demars Financial Group, LLC
2,584$407.4K0.1%ETFLowSpokane Valley, WA2026-10-22
Poehling Capital Management, Inc.
2,579$406.7K0.1%ValueLowMadison, WI2026-10-20
Ellis Investment Partners, LLC
2,560$403.8K0.1%ETFLowBerwyn, PA2026-10-21
Waystone Advisors LLC
2,548$403.2K0.3%ETFLowRedmond, WA2026-10-16
Seelaus Asset Management LLC
2,533$399.4K0.3%GrowthMediumChatham, NJ2026-10-14
Simplicity Wealth,LLC
2,513$396.3K0.0%ETFLowSummit, NJ2026-10-23
South Shore Capital Advisors
2,500$394.2K0.3%CoreMediumCohasset, MA2026-10-20
Blueline Advisors LLC
2,491$392.7K0.3%ETFLowExeter, NH2026-10-15
MMA Asset Management LLC
2,442$385.0K0.1%ETFMediumNew York, NY2026-11-02
Auour Investments LLC
2,425$382.4K0.1%ETFLowWoburn, MA2026-10-28
Financial Solutions Advisory Group, Inc.
2,424$349.8K0.0%ETFMediumChicago, IL2026-10-28
Courier Capital LLC
2,397$378.0K0.0%ETFLowBuffalo, NY2026-10-19
Polaris Financial Partners
2,379$3780.2%GrowthN/AWesterville, OH2026-10-02
Aries Wealth Management
2,360$372.1K0.1%CoreVery LowPortland, ME2026-10-23
Covenant Asset Management, LLC
2,343$369.4K0.0%Agg GrowthMediumChester, NJ2026-10-14
Focus Financial Network, Inc.
2,341$369.1K0.0%ETFLowMinneapolis, MN2026-10-14
LVW Advisors, LLC
2,326$366.8K0.0%CoreMediumPittsford, NY2026-10-19
Missouri Trust & Investment Co
2,325$366.6K0.1%CoreVery LowSpringfield, MO2026-11-04
HBW Advisory Services LLC
2,312$364.6K0.0%ETFMediumSimi Valley, CA2026-10-15
Steel Grove Capital Advisors, LLC
2,272$358.2K0.0%ETFLowMemphis, TN2026-10-13
Stirlingshire Investments, Inc.
2,245$354.0K0.2%ETFMediumNew York, NY2026-11-05
Visionary Wealth Advisors
2,239$353.1K0.0%ETFLowO'Fallon, IL2026-11-04
Harmony Asset Management LLC
2,230$351.6K0.1%GrowthMediumScottsdale, AZ2026-10-20
Apollon Wealth Management, LLC
2,229$351.5K0.0%GrowthLowMount Pleasant, SC2026-10-23
Fifth Third Wealth Advisors LLC
2,229$351.5K0.0%IndexVery LowCincinnati, OH2026-10-22
Florida Trust Wealth Management Co
2,151$339.2K0.0%CoreVery LowSanibel, FL2026-11-05
Aprio Wealth Management, LLC
2,138$337.1K0.0%ETFMediumAtlanta, GA2026-10-28
Blue Trust, Inc.
2,113$333.1K0.0%ETFLowBrentwood, TN2026-10-15
WBH Advisory Inc
2,080$328.0K0.0%ETFLowBaltimore, MD2026-11-05
Vise Technologies, Inc.
2,066$325.7K0.0%IndexLowNew York, NY2026-10-29
Overbrook Management Corp
2,050$323.2K0.1%GrowthMediumNew York, NY2026-10-08
Waterfront Wealth Inc.
2,041$313.3K0.1%ValueLowOverland Park, KS2026-11-03
AlphaStar Capital Management, LLC
2,018$318.2K0.0%ETFMediumCornelius, NC2026-10-16
Galvin, Gaustad & Stein, LLC
2,010$316.9K0.0%CoreMediumScottsdale, AZ2026-10-08
Sloy Dahl & Holst, LLC
2,008$316.6K0.0%Agg GrowthVery LowVancouver, WA2026-10-14
Financial Council, LLC
2,008$316.6K0.1%ETFVery LowTowson, MD2026-11-02
Richwood Investment Advisors, LLC
2,004$316.0K0.2%CoreLowCincinnati, OH2026-10-30
Tctc Holdings, LLC
2,003$315.8K0.0%ValueVery LowDallas, TX2026-11-02
New England Private Wealth Advisors LLC
1,975$311.3K0.0%ETFVery LowWellesley, MA2026-10-19
Macroview Investment Management LLC
1,929$304.2K0.2%ETFLowBethesda, MD2026-10-26
Sonata Capital Group Inc
1,925$303.5K0.1%ETFVery LowSeattle, WA2026-10-19
Cornell Pochily Investment Advisors, Inc.
1,919$302.6K0.1%CoreLowIthaca, NY2026-10-19
Turtle Creek Wealth Advisors, LLC
1,916$302.1K0.0%GrowthLowDallas, TX2026-10-15
Fulcrum Equity Management
1,896$298.9K0.2%GrowthHighPlano, TX2026-10-21
Maltin Wealth Management, Inc.
1,870$294.8K0.1%ETFMediumRidgewood, NJ2026-10-13
Beacon Financial Advisory LLC
1,852$292.0K0.1%ETFLowCleveland, OH2026-10-16
Guardian Asset Advisors, LLC
1,850$291.7K0.1%GrowthMediumMechanicsburg, PA2026-10-16
United Advisor Group, LLC
1,835$289.3K0.0%ETFLowCincinnati, OH2026-11-03
Cornerstone Planning, LLC
1,834$290.2K0.1%CoreMediumCharlotte, NC2026-10-27
KPP Advisory Services LLC
1,830$288.6K0.0%GrowthMediumLouisville, KY2026-10-26
Lanark Financial, Inc.
1,825$287.8K0.0%CoreMediumBirmingham, AL2026-10-26
High Net Worth Advisory Group LLC
1,819$286.8K0.1%ETFVery LowNaples, FL2026-10-26
Arlington Financial Advisors, LLC
1,809$285.2K0.0%ETFMediumSanta Barbara, CA2026-10-19
Sugar Maple Asset Management, LLC
1,805$284.6K0.2%ETFMediumSister Bay, WI2026-10-13
Bricktown Capital, LLC
1,800$283.8K0.1%ETFVery LowDetroit, MI2026-10-13
International Assets Investment Management, LLC
1,794$277.1K0.0%CoreVery HighOrlando, FL2026-11-02
Cordoba Advisory Partners LLC
1,770$279.2K0.0%ETFMediumNew York, NY2026-10-19
Genesee Capital Advisors, LLC
1,730$272.7K0.1%ETFMediumAuburn, NY2026-10-20
Sightline Wealth Advisors, LLC
1,715$270.4K0.1%ETFLowGroton, CT2026-10-21
Glenview Trust Co
1,711$269.8K0.0%GrowthVery LowLouisville, KY2026-10-28
Arrow Financial Corp
1,696$267.4K0.0%ETFLowGlens Falls, NY2026-10-26
Brick & Kyle, Associates
1,693$267.0K0.1%GrowthLowNewtown, PA2026-11-05
Register Financial Advisors LLC
1,687$266.0K0.1%GARPLowAtlanta, GA2026-10-23
KRS Capital Management, LLC
1,683$265.5K0.1%Agg GrowthVery LowBloomfield, MI2026-10-16
AFG Fiduciary Services Limited Partnership
1,674$245.7K0.2%ETFVery LowHingham, MA2026-10-21
Crestwood Advisors Group, LLC
1,660$261.7K0.0%GrowthLowBoston, MA2026-10-27
Quantum Financial Partners LLC
1,616$254.8K0.1%ETFN/AOverland Park, KS2026-10-19
Chicago Partners Investment Group LLC
1,609$240.6K0.0%GARPLowChicago, IL2026-10-27
Sterling Investment Counsel, LLC
1,599$252.1K0.1%GrowthLowBuffalo, NY2026-10-19
McAdam, LLC
1,595$251.5K0.0%ETFLowPhiladelphia, PA2026-10-21
Princeton Global Asset Management LLC
1,595$251.5K0.0%GrowthLowPrinceton, NJ2026-10-21
Southland Equity Partners LLC
1,577$248.7K0.0%ETFLowWildwood, MO2026-10-14
Bison Wealth, LLC
1,575$238.5K0.0%GrowthMediumAtlanta, GA2026-10-13
Granite FO LLC
1,550$244.4K0.1%GARPVery LowGilford, NH2026-10-14
Kingsbury Capital Investment Advisors LLC
1,548$244.1K0.2%GrowthMediumEvanston, IL2026-10-20
BIP Wealth, LLC
1,547$243.9K0.0%ETFMediumAtlanta, GA2026-10-22
Chiron Capital Management, LLC
1,541$243.0K0.2%YieldMediumTallahassee, FL2026-10-15
Guilbault Capital LLC
1,533$241.7K0.2%ETFMediumMetairie, LA2026-10-28
Citizens National Bank Trust Department
1,530$241.3K0.0%CoreVery LowMeridian, MS2026-11-04
Manchester Capital Management LLC
1,512$238.4K0.0%CoreLowManchester, VT2026-10-22
Junk Investment Group, LLC
1,509$238.0K0.1%ETFVery LowHunt Valley, MD2026-10-19
Waldron Private Wealth LLC
1,506$237.5K0.0%ETFVery LowBridgeville, PA2026-11-02
Davis Investment Partners, LLC
1,506$237.5K0.1%ETFLowCharlotte, NC2026-11-05
Vertrix Wealth Management, LLC
1,503$237.1K0.1%CoreMediumTroy, MI2026-10-13
Enclave Advisors LLC
1,502$236.8K0.0%ETFMediumAustin, TX2026-10-14
Trust Co of Vermont
1,495$235.7K0.0%CoreVery LowBrattleboro, VT2026-10-21
Paragon Private Wealth Management, LLC
1,493$235.4K0.1%GrowthLowLexington, KY2026-10-20
Capital Wealth Alliance, LLC
1,490$234.9K0.1%CoreLowScottsdale, AZ2026-10-20
Sound Stewardship, LLC
1,483$233.8K0.1%ETFVery LowOverland Park, KS2026-10-14
Latitude Advisors, LLC
1,468$231.4K0.1%ETFLowYorkville, IL2026-10-27
Victory Financial Group, LLC
1,465$231.1K0.0%ETFLowAustin, TX2026-10-27
Sunrise Financial Services, LLC
1,458$229.9K0.1%ETFMediumBurien, WA2026-10-21
GR Financial Group, LLC
1,448$228.4K0.0%ETFMediumTucson, AZ2026-10-27
Tempus Wealth Planning, LLC
1,427$224.9K0.0%ETFMediumIrvine, CA2026-10-14
Adell Harriman & Carpenter Inc
1,412$222.7K0.0%GrowthVery LowHouston, TX2026-11-02
Mitchell Sinkler & Starr
1,400$220.8K0.1%CoreVery LowPhiladelphia, PA2026-10-13
Fortitude Family Office, LLC
1,400$220.8K0.0%ETFMediumScottsdale, AZ2026-10-14
Choreo, LLC
1,392$219.4K0.0%IndexLowRockford, IL2026-10-28
Grantvest Financial Group LLC
1,380$217.6K0.1%ETFLowMatawan, NJ2026-10-21
True North Advisors, LLC
1,380$217.6K0.0%CoreMediumDallas, TX2026-10-22
Weaver Consulting Group
1,373$216.5K0.0%ETFLowHuntington Beach, CA2026-10-07
Investment Management Trust, LLC
1,371$216.2K0.2%GrowthN/AFitchburg, MA2026-11-05
Plan A Wealth LLC
1,358$214.2K0.1%CoreLowLincoln, NE2026-10-08
Diversify Advisory Services, LLC
1,358$203.4K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
1,358$203.4K0.0%GrowthMediumSandy, UT2026-10-20
Andrews Advisory Associates, LLC
1,333$210.2K0.1%ETFLowHonolulu, HI2026-10-15
Howard Wealth Management, LLC
1,318$207.9K0.1%ETFVery LowMadison, CT2026-10-28
Essex Bank
1,312$206.9K0.0%CoreLowEssex, CT2026-10-16
Cyndeo Wealth Partners, LLC
1,305$205.8K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Belvedere Trading LLC
1,303$205.5K0.0%Agg GrowthVery HighChicago, IL2026-11-05
Heritage Family Offices, LLP
1,300$205.0K0.1%GrowthHighScottsdale, AZ2026-11-02
Rye Brook Capital LLC
1,300$2050.0%ETFMediumGreenwich, CT2026-10-07
Indivisible Partners
1,300$205.0K0.0%GrowthMediumClearwater, FL2026-10-26
Baldwin Wealth Partners LLC
1,295$204.2K0.0%GrowthLowMarion, MA2026-10-13
Sweeney & Michel, LLC
1,291$203.6K0.1%ETFVery LowChico, CA2026-10-16
CoreCap Advisors, LLC
1,289$203.3K0.0%ETFMediumSouthfield, MI2026-10-08
Willner & Heller, LLC
1,284$202.5K0.1%GrowthLowEncino, CA2026-10-28
Realta Investment Advisors
1,277$201.4K0.1%GrowthMediumWilmington, DE2026-10-14
Gilpin Wealth Management, LLC
1,273$200.7K0.1%GrowthLowDenver, CO2026-10-09
Key FInancial Inc
1,168$184.2K0.0%ETFLowWest Chester, PA2026-11-02
Oakworth Capital, Inc.
1,124$177.2K0.0%ETFLowBirmingham, AL2026-10-26
Dynamic Wealth Strategies, LLC
1,100$173.4K0.1%ETFLowGranite Bay, CA2026-10-16
Wolff Wiese Magana LLC
1,066$168.1K0.1%GrowthLowCarslbad, CA2026-10-15
Signaturefd, LLC
1,034$163.1K0.0%IndexLowAtlanta, GA2026-10-23
Rossby Financial, LCC
826$130.2K0.0%ETFMediumMelbourne, FL2026-11-05
EPG Wealth Management LLC
812$128.0K0.0%GrowthLowAtlanta, GA2026-11-03
Cassaday & Co Wealth Management LLC
785$123.8K0.0%ETFVery LowMclean, VA2026-10-27
Three Bridge Wealth Advisors, LLC
725$114.3K0.0%ETFLowLos Altos, CA2026-11-05
Glass Jacobson Investment Advisors llc
629$99.2K0.0%ETFLowOwings Mills, MD2026-10-26
China Universal Asset Management Co., Ltd.
608$95.3K0.0%GrowthMediumShanghai, France2026-10-28
Axiom Investment Management LLC
604$95.2K0.1%CoreN/ANew York, NY2026-11-03
Caldwell Trust Co
600$94.6K0.0%GrowthLowVenice, FL2026-10-30
City Holding Co
600$94.6K0.0%CoreLowCharleston, WV2026-10-19
High Note Wealth, LLC
595$93.8K0.0%ETFVery LowDeephaven, MN2026-10-27
Gamma Investing LLC
589$92.9K0.0%IndexVery LowFoster City, CA2026-10-08
Highline Wealth Partners LLC
575$90.7K0.0%ETFMediumSherman Oaks, CA2026-10-19
Adirondack Trust Co
575$90.7K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Elevation Wealth Partners, LLC
537$84.7K0.0%ETFLowWalnut Creek, CA2026-10-07
Compass Wealth Management LLC
505$79.6K0.0%GARPLowGuilford, CT2026-10-22
First Bancorp, Inc
482$76.0K0.0%ValueVery LowDamariscotta, ME2026-10-26
Bokf, NA
464$73.2K0.0%CoreLowTulsa, OK2026-10-27
Barnes Dennig Private Wealth Management LLC
457$72.1K0.1%CoreLowCincinnati, OH2026-10-30
Murphy & Mullick Capital Management Corp
455$71.7K0.0%GrowthLowSmithtown, NY2026-11-02
Cranbrook Wealth Management, LLC
446$70.3K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
Community Financial Services Group, LLC
423$65.4K0.0%GrowthLowNewport, VT2026-10-15
Creative Financial Designs Inc
417$65.7K0.0%ETFMediumKokomo, IN2026-11-04
Moisand Fitzgerald Tamayo, LLC
400$63.1K0.0%ETFVery LowOrlando, FL2026-10-15
Halbert Hargrove Global Advisors, LLC
400$63.1K0.0%ETFLowLong Beach, CA2026-10-16
State of Wyoming
393$62.0K0.0%ValueHighCheyenne, WY2026-10-28
Fairscale Capital, LLC
385$60.1K0.0%GrowthVery LowNashua, NH2026-11-04
Larson Financial Group LLC
383$60.4K0.0%GrowthLowSt Louis, MO2026-11-05
Hanson & Doremus Investment Management
383$600.0%CoreVery LowBurlington, VT2026-10-16
Acumen Wealth Advisors, LLC
365$57.6K0.0%GrowthHighChattanooga, TN2026-11-05
Activest Wealth Management
361$56.8K0.0%ETFLowAventura, FL2026-10-15
Davis Capital Management
352$55.5K0.0%CoreLowJacksonville, FL2026-10-08
Ascentis Independent Advisors
346$54.6K0.0%ETFLowDallas, TX2026-11-03
Bell Investment Advisors, Inc
343$54.1K0.0%ETFVery LowOrinda, CA2026-10-29
Vima LLC
343$54.1K0.1%CoreLowTroy, MI2026-10-23
CX Institutional
328$520.0%CoreMediumAuburn, IN2026-10-02
Dhjj Financial Advisors, Ltd.
302$47.7K0.0%ETFVery LowNaperville, IL2026-10-23
Pension & Wealth Management Advisors, Inc.
300$47.3K0.0%ETFLowWaltham, MA2026-10-16
Provident Wealth Management, LLC
300$47.3K0.0%ETFVery LowBrentwood, TN2026-10-20
Quaker Wealth Management, LLC
291$45.9K0.0%ETFMediumMoorestown, NJ2026-10-22
Ramsey Quantitative Systems
290$45.7K0.0%ETFLowLouisville, KY2026-10-22
Align Financial, LLC
253$39.9K0.0%ETFVery LowHermantown, MN2026-10-16
First Horizon Corp
250$39.4K0.0%CoreLowMemphis, TN2026-10-26
Intesa Sanpaolo Wealth Management
250$39.4K0.0%GrowthMediumLuxembourg, Netherlands2026-10-28
Trifecta Capital Advisors, LLC
245$38.6K0.0%Agg GrowthVery LowNorthbrook, IL2026-10-21
Adkins Seale Capital Management LLC
240$37.8K0.0%CoreVery LowShreveport, LA2026-10-27
Rydar Equities, Inc.
228$34.3K0.0%CoreVery LowWeatherford, TX2026-10-13
Eastern Bank
228$36.0K0.0%GrowthMediumBoston, MA2026-10-05
Golden State Wealth Management, LLC
219$34.6K0.0%ETFMediumSanta Ana, CA2026-11-02
Mather Group, Llc.
206$32.5K0.0%ETFMediumChicago, IL2026-10-14
North Star Investment Management Corp.
200$31.5K0.0%CoreLowChicago, IL2026-10-27
Pacifica Partners Inc.
200$30.9K0.0%CoreLowSurrey, South Africa2026-10-09
Root Financial Partners, LLC
199$31.4K0.0%ETFMediumEncinitas, CA2026-10-21
Signature Equity Partners, LLC
194$30.6K0.0%GrowthMediumColumbus, OH2026-10-29
Hilton Head Capital Partners, LLC
187$29.5K0.0%CoreMediumHilton Head Island, SC2026-10-23
Evolution Wealth Management Inc.
182$28.7K0.0%ETFMediumFort Myers, FL2026-10-28
Evermay Wealth Management LLC
175$27.6K0.0%ETFLowArlington, VA2026-11-05
Angeles Wealth Management, LLC
175$27.6K0.0%ETFLowSanta Monica, CA2026-10-26
Markowski Investments
166$26.2K0.0%ETFN/ATampa, FL2026-10-30
Lodestone Wealth Management LLC
160$25.3K0.0%CoreLowSpokane, WA2026-10-14
SJS Investment Consulting Inc.
154$24.3K0.0%ETFVery LowSylvania, OH2026-10-26
Bayban
150$23.7K0.0%ValueLowBayport, MN2026-11-05
Smallwood Wealth Investment Management, LLC
135$21.3K0.0%ETFVery LowRed Bank, NJ2026-10-30
JFS Wealth Advisors, LLC
115$18.1K0.0%ETFVery LowHermitage, PA2026-11-03
United Community Bank
115$18.1K0.0%CoreLowGreenville, SC2026-10-28
Covestor Ltd
112$180.0%ValueHighLondon, United Kingdom2026-10-30
Maseco LLP
95$15.0K0.0%ETFVery LowLondon, United Kingdom2026-10-27
Hartford Financial Management Inc.
94$14.8K0.0%CoreLowWest Hartford, CT2026-10-21
Farmers & Merchants Investments Inc
94$14.8K0.0%CoreVery LowLincoln, NE2026-10-22
Wilmington Savings Fund Society, FSB
91$14.3K0.0%CoreLowWilmington, DE2026-10-23
Security National Bank
82$12.9K0.0%GrowthLowOmaha, NE2026-10-26
Morling Financial Advisors, LLC
72$11.4K0.0%ETFLowFremont, CA2026-10-28
Abound Wealth Management
69$10.9K0.0%ETFVery LowFranklin, TN2026-10-26
Wagner Wealth Management, LLC
64$10.1K0.0%ETFLowGreenville, SC2026-10-21
Redwood Park Advisors LLC
60$9.5K0.0%ETFVery LowRedwood City, CA2026-11-02
Asset Dedication, LLC
51$8.0K0.0%ETFLowSan Francisco, CA2026-11-03
Hilltop National Bank
50$7.9K0.0%CoreLowCasper, WY2026-10-14
Signature Resources Capital Management, LLC
48$7.6K0.0%ETFLowNewport Beach, CA2026-10-16
Contravisory Investment Management, Inc.
46$7.3K0.0%MomentumHighNorwell, MA2026-10-13
United Financial Planning Group LLC
40$6.4K0.0%ETFHighHauppauge, NY2026-11-04
Ashton Thomas Securities, LLC
33$5.2K0.0%ETFMediumRochester, NY2026-10-26
Central Pacific Bank - Trust Division
32$5.0K0.0%CoreMediumHonolulu, HI2026-10-06
Tsfg, LLC
32$50.0%ETFLowLake Forest, IL2026-10-23
Birch Financial Group, LLC
31$4.9K0.0%CoreLowKeene, NH2026-10-27
Trust Co
28$4.4K0.0%ETFVery LowManhattan, KS2026-10-09
Flagship Wealth Advisors, LLC
25$3.9K0.0%ETFLowWakefield, MA2026-11-03
Team Financial Group, LLC
25$3.9K0.0%ETFLowTemecula, CA2026-10-30
Cullen T Bankers, Inc.
21$3.3K0.0%GrowthLowSan Antonio, TX2026-10-28
Plante Moran Financial Advisors, LLC
17$2.7K0.0%ETFVery LowSouthfield, MI2026-11-04
Central Trust Co
17$2.7K0.0%CoreLowJefferson City, MO2026-11-05
Nemes Rush Group LLC
15$2.4K0.0%CoreVery LowNovi, MI2026-11-04
Nfsg Corp
15$2.4K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Newton One Investments LLC
8$1.3K0.0%ETFVery LowNewark, DE2026-10-14
Clayton Financial Group LLC
7$1.1K0.0%ETFLowSt. Louis, MO2026-10-13
1620 Investment Advisors, Inc.
7$1.1K0.0%ValueLowPlymouth, MA2026-11-04
Grey Ledge Advisors, LLC
7$1.1K0.0%CoreLowGuilford, CT2026-11-02
Key Capital Management, Inc
7$1.1K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Goodman Advisory Group, LLC
6$9460.0%GrowthHighNeedham, MA2026-11-02
Prairie Wealth Advisors, Inc.
0$460.6K0.1%CoreVery LowOmaha, NE2026-10-29