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State Street Spdr S&P Midcap (MDY)

CUSIP: 78467Y107 | NYSE | 3075 institutional holders

Quarters

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

US Bancorp \de\951,131
0.7% of portfolio›$624.6M
Meitav Investment House LTD412,045
1.7% of portfolio›$270.6M
Citigroup Inc256,336
0.1% of portfolio›$168.3M
Creative Planning237,165
0.1% of portfolio›$155.7M
Generali Asset Management SPA SGR179,949
2.1% of portfolio›$118.2M
Bank of New York Mellon Corp160,998
0.0% of portfolio›$105.7M
Welch & Forbes LLC138,706
1.1% of portfolio›$91.1M
Truist Financial Corp105,153
0.1% of portfolio›$69.1M
Montag A & Associates Inc99,916
2.8% of portfolio›$65.8M
Washington Trust Co79,945
1.6% of portfolio›$52.5M
Mirae Asset Securities (USA) Inc.77,729
1.4% of portfolio›$51.0M
Henshaw Capital LLC73,000
1.5% of portfolio›$47.9M
Midwest Trust Co61,926
0.5% of portfolio›$40.7M
Citizens Financial Group Inc61,225
0.5% of portfolio›$40.2M
Commonwealth Equity Services, LLC59,819
0.1% of portfolio›$39.3M
Pittenger & Anderson Inc58,917
1.4% of portfolio›$38.7M
OFS Enterprise LLC56,725
9.7% of portfolio›$37.3M
Wealth Enhancement Advisory Services, LLC55,261
0.1% of portfolio›$36.8M
Pinnacle Associates LTD55,183
0.4% of portfolio›$36.2M
Fifth Third Bancorp54,462
0.1% of portfolio›$35.8M
Choreo, LLC54,335
0.0% of portfolio›$4.0M
MassMutual Private Wealth & Trust, FSB51,162
0.9% of portfolio›$33.6M
Lido Advisors, LLC49,804
0.1% of portfolio›$32.7M
Chicago Partners Investment Group LLC45,114
0.5% of portfolio›$29.8M
Heritage Investors Management Corp44,499
0.0% of portfolio›$29.2K
Cumberland Advisors Inc44,452
10.4% of portfolio›$29.2M
LCM Capital Management Inc44,447
12.4% of portfolio›$29.2M
Ascent Wealth Partners, LLC43,795
2.8% of portfolio›$28.8M
IFG Advisors, LLC43,164
3.9% of portfolio›$28.3M
Klingman & Associates, LLC41,195
1.1% of portfolio›$27.1M
Cambridge Investment Research Advisors, Inc.39,853
0.0% of portfolio›$26.2K
Conning Inc.38,022
0.8% of portfolio›$25.0M
Kestra Advisory Services, LLC37,647
0.1% of portfolio›$24.7M
TSG Advice Partners, LLC33,793
3.1% of portfolio›$23.8M
Tiller Private Wealth, Inc.33,397
6.9% of portfolio›$21.9M
Steele Capital Management, Inc.32,950
0.8% of portfolio›$21.7M
Curbstone Financial Management Corp29,118
3.3% of portfolio›$19.1M
Waldron Private Wealth LLC28,534
0.7% of portfolio›$18.7M
Brookstone Capital Management26,854
0.2% of portfolio›$17.6M
Mesirow Financial Investment Management, Inc.26,324
0.3% of portfolio›$17.3M
Sanders Morris Harris LLC22,988
2.0% of portfolio›$15.1M
Atlantic Edge Private Wealth Management, LLC22,524
3.0% of portfolio›$14.8M
Peddock Capital Advisors, LLC21,530
2.7% of portfolio›$14.1M
Csenge Advisory Group21,432
0.6% of portfolio›$14.1M
Caldwell Trust Co21,299
1.1% of portfolio›$14.0M
MCF Advisors LLC20,470
0.5% of portfolio›$13.5M
Prescott Group Capital Management, L.L.C.19,742
1.2% of portfolio›$13.0M
jvl associates llc19,689
3.7% of portfolio›$12.9M
Carnegie Investment Counsel18,767
0.2% of portfolio›$12.3M
Old National Bancorp18,664
0.2% of portfolio›$12.3M
Yousif Capital Management, LLC18,108
0.1% of portfolio›$11.9M
Trifecta Capital Advisors, LLC18,057
1.5% of portfolio›$11.9M
GFS Advisors, LLC17,681
1.2% of portfolio›$11.6M
Shulman DeMeo Asset Management LLC17,627
2.3% of portfolio›$11.8M
Central Bank & Trust Co17,479
1.6% of portfolio›$11.5M
Dumont & Blake Investment Advisors LLC17,294
2.9% of portfolio›$11.4M
Hummer Financial Advisory Services Inc17,189
7.4% of portfolio›$11.3M
Thrive Wealth Management, LLC17,019
1.4% of portfolio›$11.2M
First Financial Bank - Trust Division17,010
0.8% of portfolio›$11.2M
Paulson Wealth Management Inc.16,291
2.2% of portfolio›$10.7M
Legacy Advisors, LLC15,984
1.0% of portfolio›$10.5M
Arvest Investments, Inc.15,722
1.2% of portfolio›$10.3M
Harbour Trust & Investment Management Co15,189
1.0% of portfolio›$10.0M
AGF Management LTD15,179
0.0% of portfolio›$10.0M
Montz Harcus Wealth Management LLC15,157
3.5% of portfolio›$10.0M
NBT Bank, N.A.14,718
0.7% of portfolio›$9.7M
Granite FO LLC14,697
5.2% of portfolio›$9.7M
Canopy Partners, LLC14,600
2.8% of portfolio›$9.6M
Howard Capital Management, LLC14,586
0.1% of portfolio›$9.6M
Chesley Taft & Associates LLC14,387
0.4% of portfolio›$9.4M
KCM Investment Advisors LLC13,958
0.3% of portfolio›$9.2M
TKG Advisors, LLC13,805
3.1% of portfolio›$9.1M
First Merchants Corp13,558
0.3% of portfolio›$8.9M
Bokf, NA13,370
0.1% of portfolio›$8.8M
Busey Bank12,968
0.2% of portfolio›$8.5M
Cyndeo Wealth Partners, LLC12,829
0.4% of portfolio›$8.4M
RMR Wealth Builders12,721
0.5% of portfolio›$8.4M
Badgley Phelps Wealth Managers, LLC12,450
0.1% of portfolio›$8.2M
Pacific Center for Financial Services12,256
1.7% of portfolio›$8.0M
CMG Global Holdings, LLC11,589
3.4% of portfolio›$7.6M
Oppenheimer & Co Inc11,549
0.1% of portfolio›$7.6M
Valen Private Capital, LLC11,529
2.3% of portfolio›$7.6M
Madison Park Capital Advisors, LLC11,400
4.8% of portfolio›$7.5M
Grove Bank & Trust11,389
0.7% of portfolio›$7.5M
Elyxium Wealth, LLC11,270
0.7% of portfolio›$7.4M
Lynx Capital Group LTD11,097
2.9% of portfolio›$7.3M
First Horizon Corp11,039
0.3% of portfolio›$7.2M
G&S Capital LLC11,022
2.1% of portfolio›$7.2M
Concurrent Investment Advisors, LLC11,017
0.1% of portfolio›$7.2M
Diversified Management Inc10,982
1.3% of portfolio›$7.2M
Latigo Investments, LLC10,962
3.2% of portfolio›$7.2M
Mechanics Bank Trust Department10,714
0.9% of portfolio›$7.0M
Pinnacle Wealth Management Advisory Group, LLC10,535
0.4% of portfolio›$6.9M
Linscomb Wealth, Inc.10,531
0.3% of portfolio›$6.9M
MGO One Seven LLC10,449
0.1% of portfolio›$6.9M
Palisade Asset Management, LLC10,289
0.6% of portfolio›$6.8M
Goelzer Investment Management, Inc.10,137
0.3% of portfolio›$6.7M
Hopwood Financial Services, Inc.9,992
3.8% of portfolio›$6.6M
Sageworth Trust Co9,569
0.2% of portfolio›$6.3M
Central Trust Co9,547
0.1% of portfolio›$6.3M
Adirondack Trust Co9,435
1.9% of portfolio›$6.2M
Diversified Portfolios, Inc.9,364
0.4% of portfolio›$6.1M
Balboa Wealth Partners9,199
0.8% of portfolio›$6.0M
Barrett & Company, Inc.9,116
1.6% of portfolio›$6.0M
North Star Investment Management Corp.9,061
0.3% of portfolio›$6.0M
Resonant Capital Advisors, LLC8,994
0.3% of portfolio›$5.9M
Firestone Capital Management8,852
1.1% of portfolio›$5.8M
Lodestar Private Asset Management LLC8,832
0.5% of portfolio›$5.8M
Ti-Trust, Inc8,813
3.2% of portfolio›$5.8M
Fifth Third Securities, Inc.8,682
0.3% of portfolio›$5.7M
Daymark Wealth Partners, LLC8,550
0.1% of portfolio›$5.6M
AMG National Trust Bank8,419
0.1% of portfolio›$5.5M
Ashton Thomas Private Wealth, LLC8,389
0.1% of portfolio›$5.5M
Murphy, Middleton, Hinkle & Parker, Inc.8,309
2.2% of portfolio›$5.5M
Apollon Wealth Management, LLC8,271
0.1% of portfolio›$5.4M
Carlton Hofferkamp & Jenks Wealth Management, LLC8,150
1.7% of portfolio›$5.4M
Founders Financial Securities LLC8,083
0.3% of portfolio›$5.3M
Sonata Capital Group Inc7,839
1.6% of portfolio›$5.1M
Associated Banc-Corp7,799
0.1% of portfolio›$5.1M
Nixon Peabody Trust Co7,722
0.3% of portfolio›$5.1M
Nicollet Investment Management, Inc.7,620
0.0% of portfolio›$5.0K
Evensky & Katz LLC7,615
0.0% of portfolio›$5.0K
Williams Jones Wealth Management, Llc.7,590
0.1% of portfolio›$5.0M
Midwest Financial Group LLC7,573
1.7% of portfolio›$5.0M
Perigon Wealth Management, LLC7,572
0.1% of portfolio›$5.0M
Smith Chas P & Associates PA Cpas7,510
0.2% of portfolio›$5.0M
KMG Fiduciary Partners, LLC7,394
0.5% of portfolio›$4.9M
Breakwater Capital Group7,339
0.6% of portfolio›$4.8M
Bank of New Hampshire7,164
1.0% of portfolio›$4.7M
Crestwood Advisors Group, LLC7,154
0.1% of portfolio›$4.7M
Modera Wealth Management, LLC7,110
0.0% of portfolio›$4.7M
J.W. Cole Advisors, Inc.7,104
0.1% of portfolio›$4.7M
Meridian Investment Counsel Inc.6,965
1.1% of portfolio›$4.6M
Kestra Private Wealth Services, LLC6,904
0.0% of portfolio›$4.5M
James T. Borello RIA6,832
0.9% of portfolio›$4.5M
Fifth Third Wealth Advisors LLC6,381
0.1% of portfolio›$4.2M
Keybank National Association6,304
0.0% of portfolio›$4.1M
Union Savings Bank6,250
1.6% of portfolio›$4.1M
Penobscot Investment Management Company, Inc.6,217
0.3% of portfolio›$4.1M
Colorado Capital Management, Inc.6,152
0.0% of portfolio›$4.0K
Means Investment Co., Inc.6,065
0.3% of portfolio›$4.0M
Joel Isaacson & Co., LLC6,021
0.1% of portfolio›$4.0M
Clear Point Advisors Inc.6,003
2.7% of portfolio›$3.9M
First Citizens Bank & Trust Co5,983
0.1% of portfolio›$3.9M
Flagstar Securities, Inc5,981
1.2% of portfolio›$3.9M
Segment Wealth Management, LLC5,975
0.2% of portfolio›$3.9M
Bailard, Inc.5,972
0.1% of portfolio›$3.9M
Roan Capital Partners5,883
2.8% of portfolio›$3.9M
Precedent Wealth Partners, LLC5,869
0.6% of portfolio›$3.9M
Wilmington Savings Fund Society, FSB5,835
0.1% of portfolio›$3.8M
Sepio Capital, LP5,810
0.2% of portfolio›$3.8M
Tandem Investment Partners LLC5,798
2.9% of portfolio›$3.8M
Matrix Asset Advisors Inc5,787
0.3% of portfolio›$3.8M
Sagespring Wealth Partners, LLC5,653
0.1% of portfolio›$3.7M
Sowell Financial Services LLC5,643
0.1% of portfolio›$3.7M
Salomon & Ludwin, LLC5,640
0.3% of portfolio›$3.7M
Paller Financial Services Inc5,596
2.8% of portfolio›$3.7M
Woodstock Corp5,595
0.3% of portfolio›$3.7M
Apella Capital, LLC5,523
0.0% of portfolio›$3.7M
GLR Partners, LLC5,513
1.7% of portfolio›$3.6M
TD Waterhouse Canada Inc.5,399
0.0% of portfolio›$3.6M
Eastern Bank5,378
0.1% of portfolio›$3.5M
Farther Finance Advisors, LLC5,358
0.0% of portfolio›$3.5M
Romano Brothers and Company5,352
0.4% of portfolio›$3.5M
Sigma Planning Corp5,349
0.1% of portfolio›$3.5M
Winter & Associates, Inc.5,163
2.5% of portfolio›$3.4M
HB Wealth Management, LLC5,071
0.0% of portfolio›$3.3M
Crescent Sterling, Ltd.5,055
2.7% of portfolio›$3.3M
WealthBridge Capital Management, LLC5,040
0.6% of portfolio›$3.3M
Northstar Asset Management Co4,930
0.6% of portfolio›$3.3M
Pegasus Asset Management, Inc.4,893
0.9% of portfolio›$3.2M
Salem Investment Counselors Inc4,840
0.1% of portfolio›$3.2M
Jefferies Financial Group Inc.4,811
0.0% of portfolio›$3.2M
Wesbanco Bank Inc4,778
0.1% of portfolio›$3.1M
Independence Bank of Kentucky4,773
0.4% of portfolio›$3.1M
Meridian Wealth Management, LLC4,710
0.1% of portfolio›$3.1M
New England Private Wealth Advisors LLC4,678
0.3% of portfolio›$3.1M
Blue Fin Capital, Inc.4,624
0.4% of portfolio›$3.0M
Blueline Advisors LLC4,601
2.1% of portfolio›$3.0M
West Paces Advisors Inc.4,599
0.5% of portfolio›$3.0M
Shoker Investment Counsel, Inc.4,553
0.8% of portfolio›$3.0M
Benchmark Financial Wealth Advisors, LLC4,524
0.7% of portfolio›$3.0M
Winthrop Advisory Group LLC4,520
0.2% of portfolio›$3.0M
Element Pointe Advisors, LLC4,500
0.4% of portfolio›$3.0M
Orange Investment Advisors, Inc.4,486
0.4% of portfolio›$2.9M
Gilman Hill Asset Management, LLC4,408
0.4% of portfolio›$2.9M
Veracity Capital LLC4,359
0.8% of portfolio›$2.9M
Loring Wolcott & Coolidge Fiduciary Advisors LLP4,349
0.0% of portfolio›$2.9M
Capital Investment Advisory Services, LLC4,325
0.2% of portfolio›$2.8M
Prime Capital Investment Advisors, LLC4,300
0.0% of portfolio›$2.8M
Naples Global Advisors, LLC4,290
0.2% of portfolio›$2.8M
Steel Grove Capital Advisors, LLC4,151
0.2% of portfolio›$2.7M
Whitegate Investment Counselors, Inc.4,150
0.8% of portfolio›$2.7M
Elevation Point Wealth Partners, LLC4,086
0.0% of portfolio›$2.7M
Courier Capital LLC4,013
0.1% of portfolio›$2.6M
Equitable Trust Co3,977
0.1% of portfolio›$2.6M
Davidson Trust Co3,965
1.0% of portfolio›$2.6M
ARS Investment Partners, LLC3,909
0.1% of portfolio›$2.6M
Baron Financial Group, LLC3,885
1.2% of portfolio›$2.6M
Cambridge Advisors Inc.3,884
0.4% of portfolio›$2.6M
Sterling Investment Advisors, Ltd.3,871
0.4% of portfolio›$2.5M
Park Capital Management, LLC / WI3,865
1.3% of portfolio›$2.5M
Acorn Wealth Advisors, LLC3,851
0.6% of portfolio›$2.5M
Prospera Financial Services Inc3,850
0.0% of portfolio›$2.6M
Capital Investment Advisors, LLC3,845
0.0% of portfolio›$2.5M
Victory Financial Group, LLC3,842
0.2% of portfolio›$2.5M
Steph & Co3,800
0.6% of portfolio›$2.5M
TD Private Client Wealth LLC3,787
0.0% of portfolio›$2.5M
International Assets Investment Management, LLC3,743
0.1% of portfolio›$2.5M
Clientfirst Wealth Management, LLC3,741
1.8% of portfolio›$2.5M
PKS Advisory Services, LLC3,687
0.4% of portfolio›$2.6M
Intelligent Financial Strategies3,678
1.2% of portfolio›$2.4M
Lewis Asset Management, LLC3,675
0.8% of portfolio›$2.4M
St. Johns Investment Management Company, LLC3,661
0.9% of portfolio›$2.4M
Churchill Financial Advisors, LLC3,645
0.5% of portfolio›$2.4M
Trust Point Inc.3,597
0.2% of portfolio›$2.4M
Weil Company, Inc.3,580
0.4% of portfolio›$2.4M
Connecticut Wealth Management, LLC3,571
0.1% of portfolio›$2.3M
American Institute for Advanced Investment Management, LLP3,522
1.3% of portfolio›$2.3M
RVW Wealth, LLC3,521
0.1% of portfolio›$2.3M
Marin Bay Wealth Advisors, LLC3,475
1.2% of portfolio›$2.3M
Finley Financial, LLC3,475
1.0% of portfolio›$2.3M
Gryphon Financial Partners LLC3,470
0.2% of portfolio›$2.3M
Plancorp, LLC3,468
0.1% of portfolio›$2.3M
Wealthcare Advisory Partners LLC3,467
0.0% of portfolio›$2.3M
Private Trust Co NA3,446
0.2% of portfolio›$2.3M
Greenleaf Trust3,406
0.0% of portfolio›$2.2M
1834 Investment Advisors Co3,392
0.3% of portfolio›$2.2M
CWS Financial Advisors, LLC3,341
0.5% of portfolio›$2.2M
Lionsbridge Wealth Management LLC3,333
2.4% of portfolio›$2.2M
ZWJ Investment Counsel Inc3,322
0.1% of portfolio›$2.2M
Independent Financial Group, LLC3,321
0.0% of portfolio›$2.2M
Embree Financial Group3,287
0.2% of portfolio›$2.2M
RFG - Bristol Wealth Advisors, LLC3,275
0.5% of portfolio›$2.2M
Woodmont Investment Counsel LLC3,232
0.1% of portfolio›$2.1M
Coastline Trust Co3,203
0.2% of portfolio›$2.1M
Atria Investments, Inc3,184
0.0% of portfolio›$2.1M
Finivi Inc.3,179
1.0% of portfolio›$2.1M
Old Second National Bank of Aurora3,178
0.4% of portfolio›$2.1M
Gridiron Partners, LLC3,123
1.0% of portfolio›$2.1M
McKinley Carter Wealth Services, Inc.3,107
0.1% of portfolio›$2.0M
Junk Investment Group, LLC3,084
0.8% of portfolio›$2.0M
Regions Financial Corp3,042
0.0% of portfolio›$2.0M
Aspiriant, LLC3,036
0.0% of portfolio›$2.0M
StoneX Group Inc.2,994
0.1% of portfolio›$2.0M
Caliber Wealth Management, LLC / KS2,983
0.2% of portfolio›$2.0M
Integrity Alliance, Llc.2,980
0.1% of portfolio›$2.0M
Thrivent Financial for Lutherans2,955
0.0% of portfolio›$1.9K
Jones Kertz & Associates, Inc.2,953
1.0% of portfolio›$1.9M
Providence First Trust Co2,894
0.6% of portfolio›$1.9M
Carolina Wealth Management Inc2,888
0.8% of portfolio›$1.9M
Coyle Financial Counsel LLC2,866
0.3% of portfolio›$1.9M
Integrated Advisors Network LLC2,810
0.1% of portfolio›$1.8M
Obermeyer Wealth Partners2,797
0.1% of portfolio›$1.8M
Paradigm, Strategies in Wealth Management, LLC2,773
1.2% of portfolio›$1.8M
Kingswood Wealth Advisors, LLC2,738
0.1% of portfolio›$1.8M
TruNorth Capital Management, LLC2,698
0.3% of portfolio›$1.8M
Moody Lynn Lieberson & Walker, LLC2,670
0.1% of portfolio›$1.8M
Advus Financial Partners, LLC2,666
0.5% of portfolio›$1.8M
Patriot Investment Management Group, Inc.2,606
0.1% of portfolio›$1.7M
B. Riley Wealth Advisors, Inc.2,578
0.1% of portfolio›$1.7M
Farmers & Merchants Trust Co of Long Beach2,516
0.3% of portfolio›$1.7M
Accredited Investors Inc.2,497
0.1% of portfolio›$1.6M
Tctc Holdings, LLC2,492
0.0% of portfolio›$1.6M
Ullmann Wealth Partners Group, LLC2,489
0.1% of portfolio›$1.6M
CX Institutional2,472
0.0% of portfolio›$1.6K
Trust Co of Vermont2,466
0.1% of portfolio›$1.6M
Semitam Bonam LLC2,462
1.1% of portfolio›$1.6M
First Financial Corp2,453
0.6% of portfolio›$1.6M
XML Financial, LLC2,448
0.1% of portfolio›$1.6M
Berman McAleer LLC2,435
0.2% of portfolio›$1.6M
Focus Financial Network, Inc.2,429
0.0% of portfolio›$1.6M
Forvis Mazars Wealth Advisors, LLC2,426
0.0% of portfolio›$1.6M
ARK & TLK Investments, LLC2,417
0.4% of portfolio›$1.6M
Meridian Financial Advisors, LLC2,397
0.7% of portfolio›$1.6M
Capital Investment Counsel, LLC2,359
0.2% of portfolio›$1.5M
Revolve Wealth Partners, LLC2,354
0.2% of portfolio›$1.5M
Virtue Asset Management LLC2,347
1.1% of portfolio›$1.5M
Berkshire Money Management, Inc.2,341
0.1% of portfolio›$1.5M
Cornerstone Wealth Management, LLC2,341
0.1% of portfolio›$1.5M
Journey Advisory Group, LLC2,328
0.1% of portfolio›$1.5M
Alpha Wealth Funds, LLC2,320
0.9% of portfolio›$1.5M
Vise Technologies, Inc.2,306
0.0% of portfolio›$1.5M
Montecito Bank & Trust2,294
0.2% of portfolio›$1.5M
Peterson Wealth Services2,282
0.3% of portfolio›$1.5M
Certified Advisory Corp2,259
0.1% of portfolio›$1.5M
Tompkins Financial Corp2,239
0.1% of portfolio›$1.5M
American Capital Advisory, LLC2,220
0.5% of portfolio›$1.5M
Bedminster, LLC2,210
1.2% of portfolio›$1.5M
Lyell Wealth Management, LP2,158
0.1% of portfolio›$1.4M
Beaumont Financial Advisors, LLC2,157
0.1% of portfolio›$1.4M
Evanson Financial, LLC2,156
0.1% of portfolio›$1.4M
Gamma Investing LLC2,151
0.0% of portfolio›$1.4M
Rockland Trust Co2,109
0.1% of portfolio›$1.4M
Florida Trust Wealth Management Co2,107
0.0% of portfolio›$1.4M
Sentinel Trust Co LBA2,101
0.0% of portfolio›$1.4K
Compass Wealth Management LLC2,098
0.3% of portfolio›$1.4M
Emprise Bank2,096
0.5% of portfolio›$1.4M
Golden State Wealth Management, LLC2,089
0.1% of portfolio›$1.4M
Axxcess Wealth Management, LLC2,078
0.1% of portfolio›$1.4M
Global Wealth Strategies & Associates2,065
0.2% of portfolio›$1.4M
Sunbeam Capital Management, LLC2,063
0.6% of portfolio›$1.4M
Kennebec Savings Bank2,049
1.1% of portfolio›$1.3M
Rise Advisors, LLC2,038
0.4% of portfolio›$1.3M
JFS Wealth Advisors, LLC2,026
0.1% of portfolio›$1.3M
Bill Few Associates, Inc.2,023
0.3% of portfolio›$1.3M
Bear Mountain Capital, Inc.2,019
0.4% of portfolio›$1.3M
Orgel Wealth Management, LLC2,017
0.0% of portfolio›$1.3M
Polaris Financial Partners2,006
0.1% of portfolio›$183
Arthur M. Cohen & Associates, LLC1,995
0.2% of portfolio›$1.3M
FF Advisors,LLC1,984
0.5% of portfolio›$1.3M
TopTier Wealth Management, LLC1,970
0.8% of portfolio›$1.3M
Clear Harbor Asset Management, LLC1,966
0.1% of portfolio›$1.3M
Triumph Capital Management1,963
0.2% of portfolio›$1.3M
First City Capital Management, Inc.1,959
0.6% of portfolio›$1.3M
GEM Asset Management, LLC1,958
0.5% of portfolio›$1.3M
Cassaday & Co Wealth Management LLC1,936
0.0% of portfolio›$1.3M
Frank, Rimerman Advisors LLC1,935
0.1% of portfolio›$1.3M
Wedbush Securities Inc1,932
0.0% of portfolio›$1.3K
Aprio Wealth Management, LLC1,929
0.1% of portfolio›$1.3M
Fiduciary Alliance LLC1,917
0.1% of portfolio›$1.3M
Taylor Financial Group, Inc.1,903
0.7% of portfolio›$1.2M
Maltin Wealth Management, Inc.1,897
0.4% of portfolio›$1.2M
Private Wealth Group, LLC1,887
0.5% of portfolio›$1.2M
Clifford Swan Investment Counsel LLC1,870
0.0% of portfolio›$1.2M
Forza Wealth Management, LLC1,866
0.4% of portfolio›$1.2M
Brighton Jones LLC1,855
0.0% of portfolio›$1.2M
Blue Zone Wealth Advisors, LLC1,840
0.2% of portfolio›$1.2M
Trek Financial, LLC1,836
0.1% of portfolio›$1.2M
Relyea Zuckerberg Hanson LLC1,817
0.1% of portfolio›$1.2M
VestGen Advisors, LLC1,812
0.0% of portfolio›$1.2M
AlphaStar Capital Management, LLC1,806
0.1% of portfolio›$1.2M
Parsons Capital Management Inc1,802
0.1% of portfolio›$1.2M
Castle Rock Wealth Management, LLC1,801
0.2% of portfolio›$1.2M
Manchester Capital Management LLC1,799
0.2% of portfolio›$1.2M
First National Bank of Mount Dora, Trust Investment Services1,796
0.2% of portfolio›$1.2M
E&G Advisors, LLC1,780
0.2% of portfolio›$1.2M
Aegis Wealth Management, Inc.1,776
0.7% of portfolio›$1.2M
BigSur Wealth Management LLC1,740
0.3% of portfolio›$1.1M
Lynch & Associates1,740
0.2% of portfolio›$1.1M
Dynamic Advisor Solutions LLC1,738
0.0% of portfolio›$1.1M
EverSource Wealth Advisors, LLC1,705
0.0% of portfolio›$1.1M
Middleton & Co Inc1,691
0.1% of portfolio›$1.1M
SteelPeak Wealth, LLC1,687
0.0% of portfolio›$1.1M
Park National Corp1,684
0.0% of portfolio›$1.1M
Darrow Company, Inc.1,683
0.4% of portfolio›$1.1M
Compound Planning, Inc.1,671
0.0% of portfolio›$1.1M
Hanson & Doremus Investment Management1,665
0.0% of portfolio›$1.1K
Legacy Private Trust Co.1,665
0.1% of portfolio›$1.1M
Tsfg, LLC1,652
0.0% of portfolio›$1.1K
Samalin Investment Counsel, LLC1,650
0.3% of portfolio›$1.1M
SAX Wealth Advisors, LLC1,645
0.0% of portfolio›$1.1M
Vaughan David Investments LLC1,626
0.0% of portfolio›$1.1K
Braun Stacey Associates Inc1,618
0.0% of portfolio›$1.1M
Toth Financial Advisory Corp1,604
0.1% of portfolio›$1.1M
Cannon Capital Management, Inc.1,591
0.7% of portfolio›$1.0M
United Community Bank1,577
0.3% of portfolio›$1.0M
Beacon Financial Advisory LLC1,564
0.2% of portfolio›$1.0M
BLB&B Advisors, LLC1,549
0.0% of portfolio›$1.0M
Capital Advantage, Inc.1,542
0.1% of portfolio›$1.0M
RFG Advisory, LLC1,531
0.0% of portfolio›$1.0M
Financial Solutions Advisory Group, Inc.1,530
0.1% of portfolio›$1.0M
WealthSpring Partners, LLC1,509
1.0% of portfolio›$991.2K
SFM, LLC d/b/a Sweeney Financial Advisors1,497
0.5% of portfolio›$983.1K
Paragon Capital Management Ltd1,486
0.2% of portfolio›$975.9K
General Partner, Inc.1,484
0.5% of portfolio›$974.6K
Gen-Wealth Partners Inc1,472
0.3% of portfolio›$966.7K
Apeiron RIA LLC1,463
0.2% of portfolio›$970.2K
3Edge Asset Management, LP1,460
0.0% of portfolio›$959.1K
Tritonpoint Wealth, LLC1,440
0.1% of portfolio›$945.7K
M. Kraus & Co1,425
0.3% of portfolio›$935.8K
Quadrant Private Wealth Management, LLC1,424
0.1% of portfolio›$937.7K
Prosperity Planning, Inc.1,406
0.2% of portfolio›$923.3K
Leisure Capital Management1,405
0.3% of portfolio›$922.7K
LAM Group, Inc.1,400
0.5% of portfolio›$919.4K
Elevation Wealth Partners, LLC1,399
0.3% of portfolio›$918.7K
Stablepoint Partners, LLC1,399
0.1% of portfolio›$919.0K
Black Diamond Financial, LLC1,396
0.1% of portfolio›$916.8K
Sawgrass Asset Management LLC1,393
0.1% of portfolio›$914.8K
Pettinga Financial Advisors LLC1,392
0.2% of portfolio›$914.1K
Portside Wealth Group, LLC1,386
0.1% of portfolio›$910.2K
Andrews, Lucia Wealth Management LLC1,383
0.5% of portfolio›$908.5K
IFP Advisors, Inc1,372
0.0% of portfolio›$901.0K
Davenport & Co LLC1,372
0.0% of portfolio›$901.0K
Hohimer Wealth Management, LLC1,366
0.1% of portfolio›$897.1K
Ashford Advisors, LLC1,361
0.2% of portfolio›$896.0K
Opulen Financial Group LLC1,357
0.5% of portfolio›$891.4K
McGuire Investment Group, LLC1,354
0.1% of portfolio›$889.2K
Avantax Planning Partners, Inc.1,348
0.0% of portfolio›$885.2K
First National Trust Co1,312
0.0% of portfolio›$861.6K
Towne Trust Company, N.a1,310
0.3% of portfolio›$860.3K
Tennessee Valley Asset Management Partners1,305
0.1% of portfolio›$857.1K
D.A. Davidson & Co.1,300
0.0% of portfolio›$854.2K
Glenview Trust Co1,291
0.0% of portfolio›$847.8K
Signature Estate & Investment Advisors LLC1,269
0.0% of portfolio›$833.1K
MontVue Capital Management, Inc.1,268
0.5% of portfolio›$832.7K
TCI Wealth Advisors, Inc.1,268
0.0% of portfolio›$832.7K
Mirador Capital Partners LP1,264
0.1% of portfolio›$830.4K
Vestor Capital, LLC1,263
0.0% of portfolio›$258
Wealth Alliance Advisory Group, LLC1,259
0.1% of portfolio›$827.0K
Renaissance Investment Group LLC1,258
0.2% of portfolio›$826.1K
Cypress Capital, LLC1,233
0.2% of portfolio›$809.4K
CGN Advisors LLC1,208
0.1% of portfolio›$793.3K
Heck Capital Advisors, LLC1,200
0.0% of portfolio›$790.0K
Harmony Asset Management LLC1,195
0.2% of portfolio›$784.8K
Sage Mountain Advisors LLC1,190
0.0% of portfolio›$781.5K
Mission Wealth Management, LP1,190
0.0% of portfolio›$781.3K
Marion Wealth Management1,189
0.2% of portfolio›$780.9K
Simon Quick Advisors, LLC1,181
0.0% of portfolio›$775.6K
Appleton Partners Inc1,180
0.0% of portfolio›$775
Aerodigm Wealth, LLC1,178
0.3% of portfolio›$773.6K
Omega Financial Group, LLC1,156
0.2% of portfolio›$759.2K
Kaydan Wealth Management, Inc.1,156
0.3% of portfolio›$759.2K
Parkside Financial Bank & Trust1,152
0.1% of portfolio›$756.5K
AlphaCore Capital LLC1,151
0.0% of portfolio›$755.6K
FCG Investment Co1,138
0.2% of portfolio›$747.3K
New Hampshire Trust1,134
0.1% of portfolio›$744.7K
CDM Financial Counseling Services, Inc.1,131
0.6% of portfolio›$742.7K
Single Point Partners, LLC1,131
0.1% of portfolio›$742.7K
Forum Financial Management, LP1,123
0.0% of portfolio›$737.5K
15 Wealth Advisors LLC1,108
0.2% of portfolio›$727.6K
Summit Asset Management, LLC1,108
0.1% of portfolio›$727.6K
River Street Advisors LLC1,098
0.2% of portfolio›$721.1K
Fagan Associates, Inc.1,096
0.1% of portfolio›$719.5K
Carrera Capital Advisors1,094
0.1% of portfolio›$720.4K
Larson Financial Group LLC1,087
0.0% of portfolio›$714.1K
Jacksonville Wealth Management, LLC1,081
0.4% of portfolio›$710.1K
Howland Capital Management LLC1,077
0.0% of portfolio›$709.0K
Lifestyle Asset Management, Inc.1,066
0.2% of portfolio›$700.1K
Turtle Creek Wealth Advisors, LLC1,064
0.0% of portfolio›$698.7K
RTD Financial Advisors, Inc.1,062
0.1% of portfolio›$697.5K
Simplicity Wealth,LLC1,061
0.0% of portfolio›$696.9K
Boyum Wealth Architects LLC1,054
0.3% of portfolio›$705.8K
Daytona Street Capital LLC1,050
0.5% of portfolio›$707.7K
Royal Fund Management, LLC1,050
0.1% of portfolio›$689.5K
Kanawha Capital Management LLC1,047
0.0% of portfolio›$687.6K
Allen Mooney & Barnes Investment Advisors LLC1,036
0.1% of portfolio›$680.3K
Grey Ledge Advisors, LLC1,028
0.1% of portfolio›$675.2K
Baxter Bros Inc1,023
0.1% of portfolio›$671.8K
Venture Visionary Partners LLC1,022
0.0% of portfolio›$671.4K
Valeo Financial Advisors, LLC1,008
0.0% of portfolio›$663.3K
Flagship Harbor Advisors, LLC1,008
0.0% of portfolio›$662.0K
Nemes Rush Group LLC1,005
0.1% of portfolio›$659.9K
Grimes & Co Wealth Management, LLC1,003
0.0% of portfolio›$658.4K
Silvia Mccoll Wealth Management, LLC994
0.4% of portfolio›$652.8K
Wealth Advisory Solutions, LLC993
0.1% of portfolio›$652.1K
Seven Mile Advisory992
0.4% of portfolio›$651.5K
Bryn Mawr Trust Advisors, LLC990
0.0% of portfolio›$650.2K
WBH Advisory Inc989
0.0% of portfolio›$649.4K
Tanager Wealth Management LLP988
0.1% of portfolio›$648.8K
Diversified Enterprises, LLC985
0.0% of portfolio›$646.9K
Livet Wealth, LLC972
0.4% of portfolio›$638.3K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management969
0.0% of portfolio›$636.4K
Spire Wealth Management959
0.0% of portfolio›$629.8K
M Holdings Securities, Inc.951
0.0% of portfolio›$640
Jnba Financial Advisors949
0.0% of portfolio›$623.4K
Almanack Investment Partners, Llc.943
0.1% of portfolio›$619.3K
Park Avenue Securities LLC940
0.0% of portfolio›$617
Shepherd Financial Partners LLC938
0.0% of portfolio›$616.0K
Bell Bank935
0.0% of portfolio›$614.0K
Northland Securities, Inc.928
0.4% of portfolio›$609.4K
HCR Wealth Advisors926
0.0% of portfolio›$608.7K
Sanchez Gaunt Capital Management, LLC926
0.3% of portfolio›$608.1K
J.Safra Asset Management Corp923
0.0% of portfolio›$606.1K
Trust Co of Toledo NA920
0.0% of portfolio›$604.2K
SevenBridge Financial Group, LLC917
0.1% of portfolio›$611.6K
Clear Trail Advisors, LLC913
0.1% of portfolio›$599.6K
First Premier Bank902
0.0% of portfolio›$592
Clear Creek Financial Management, LLC901
0.0% of portfolio›$591.5K
Eagle Strategies LLC900
0.1% of portfolio›$591.3K
Chicago Capital, LLC895
0.0% of portfolio›$587.8K
Creekside Partners889
0.2% of portfolio›$583.5K
Cullen T Bankers, Inc.888
0.0% of portfolio›$583.2K
First Business Financial Services, Inc.887
0.0% of portfolio›$582.5K
Flynn Zito Capital Management, LLC880
0.2% of portfolio›$577.8K
Cornerstone Wealth Group, LLC876
0.0% of portfolio›$575.3K
Legacy Capital Wealth Partners, LLC875
0.1% of portfolio›$574.7K
Congress Asset Management Co873
0.0% of portfolio›$573.3K
Huntleigh Advisors, Inc.870
0.1% of portfolio›$571.3K
Midland Wealth Advisors, LLC866
0.0% of portfolio›$568.7K
Leo Wealth, LLC866
0.1% of portfolio›$568.6K
Rockline Wealth Management, LLC864
0.1% of portfolio›$567.4K
Ritholtz Wealth Management862
0.0% of portfolio›$566.1K
Indivisible Partners860
0.0% of portfolio›$564.8K
Avior Wealth Management, LLC858
0.0% of portfolio›$563.4K
Marquette Asset Management, LLC854
0.1% of portfolio›$560.8K
Duncker Streett & Co Inc849
0.1% of portfolio›$557.7K
Stone Summit Wealth LLC846
0.1% of portfolio›$555.6K
Titleist Asset Management, LLC845
0.0% of portfolio›$555.1K
Platform Technology Partners841
0.1% of portfolio›$552.3K
Montis Financial, LLC840
0.1% of portfolio›$551.7K
Eagle Global Advisors LLC838
0.0% of portfolio›$550.3K
Missouri Trust & Investment Co836
0.1% of portfolio›$549.0K
DWR Wealth Management, LLC836
0.4% of portfolio›$552.0K
CoreCap Advisors, LLC824
0.0% of portfolio›$541.1K
Long Road Investment Counsel, LLC820
0.2% of portfolio›$538.5K
Investment Partners, Ltd.818
0.1% of portfolio›$537.2K
Tanglewood Wealth Management, Inc.813
0.0% of portfolio›$534.2K
Tucker Asset Management LLC811
0.1% of portfolio›$532.8K
Plante Moran Financial Advisors, LLC810
0.0% of portfolio›$531.9K
Parcion Private Wealth LLC810
0.0% of portfolio›$531.9K
Sunpointe, LLC803
0.2% of portfolio›$527.5K
Cohen Klingenstein LLC800
0.0% of portfolio›$525.4K
Roof Eidam Maycock Peralta, LLC798
0.1% of portfolio›$524.1K
Henderson Brothers Financial Partners, LLC796
0.2% of portfolio›$522.7K
Verdence Capital Advisors LLC793
0.0% of portfolio›$521.1K
Delta Financial Advisors LLC791
0.1% of portfolio›$519.5K
Washington Trust Bank790
0.0% of portfolio›$518.8K
Apollon Financial, LLC781
0.1% of portfolio›$513.2K
Summit Place Financial Advisors, LLC780
0.2% of portfolio›$512.2K
Deltec Asset Management LLC780
0.1% of portfolio›$512.2K
Gateway Investment Advisers LLC773
0.0% of portfolio›$507.6K
OpenArc Corporate Advisory, LLC773
0.0% of portfolio›$507.6K
Seelaus Asset Management LLC767
0.4% of portfolio›$503.7K
Tower View Wealth Management LLC764
0.2% of portfolio›$501.4K
Harbor Group, Inc.761
0.1% of portfolio›$499.6K
TMB Capital Partners, LLC756
0.2% of portfolio›$496.2K
Wedmont Private Capital754
0.0% of portfolio›$502.5K
LS Investment Advisors, LLC748
0.1% of portfolio›$491.2K
Measured Risk Portfolios, Inc.746
0.5% of portfolio›$490.0K
Robertson Stephens Wealth Management, LLC741
0.0% of portfolio›$487.8K
LEE Danner & Bass Inc733
0.0% of portfolio›$481.4K
Isthmus Partners, LLC733
0.0% of portfolio›$481.4K
Compass Planning Associates Inc727
0.2% of portfolio›$477.3K
Diesslin Group, Inc.722
0.2% of portfolio›$474.0K
Wagner Wealth Management, LLC722
0.1% of portfolio›$474.1K
First American Bank717
0.0% of portfolio›$470.9K
Capital Advisors, Ltd. LLC717
0.0% of portfolio›$471
marrick wealth, LLC715
0.3% of portfolio›$469.5K
Lawood & Co710
0.3% of portfolio›$466.3K
Tred Avon Family Wealth, LLC707
0.1% of portfolio›$464.3K
Hickory Point Bank & Trust703
0.3% of portfolio›$461.7K
Arwa LLC702
0.2% of portfolio›$469.0K
Neumann Capital Management, LLC700
0.1% of portfolio›$459.7K
Coquina Private Wealth LLC699
0.3% of portfolio›$459.0K
WealthPLAN Partners, LLC698
0.1% of portfolio›$458.4K
Watershed Private Wealth LLC694
0.1% of portfolio›$455.8K
InTrack Investment Management Inc692
0.2% of portfolio›$454.2K
Steinberganna Wealth Management691
0.2% of portfolio›$454.1K
Keudell ison Wealth Management690
0.1% of portfolio›$453.1K
Heartwood Wealth Advisors LLC688
0.0% of portfolio›$451.8K
Founders Grove Wealth Partners, LLC681
0.1% of portfolio›$447.2K
Newman Dignan & Sheerar, Inc.681
0.1% of portfolio›$447.2K
CRA Financial Services, LLC674
0.0% of portfolio›$442.6K
BIP Wealth, LLC674
0.0% of portfolio›$442.6K
Carret Asset Management, LLC670
0.0% of portfolio›$440.0K
Wealth Architects, LLC666
0.0% of portfolio›$437.4K
Selby Wealth Management, LLC666
0.2% of portfolio›$437.1K
Assetmark, Inc661
0.0% of portfolio›$434.1K
Contravisory Investment Management, Inc.661
0.1% of portfolio›$434.1K
Sigma Investment Counselors Inc659
0.0% of portfolio›$432.8K
Wilkins Investment Counsel Inc650
0.1% of portfolio›$426.9K
Geneva Partners, LLC633
0.1% of portfolio›$415.6K
Ayrshire Capital Management LLC632
0.2% of portfolio›$415.0K
Cypress Wealth Services, LLC626
0.0% of portfolio›$422.6K
Financial Council, LLC621
0.1% of portfolio›$407.8K
Avity Investment Management Inc.621
0.0% of portfolio›$407.8K
Blue Trust, Inc.620
0.0% of portfolio›$406.9K
BlueSky Wealth Advisors, LLC618
0.0% of portfolio›$405.8K
SYM Financial Corp618
0.0% of portfolio›$405.8K
Cortland Associates Inc617
0.1% of portfolio›$405.0K
HUB Investment Partners, LLC613
0.0% of portfolio›$402.7K
Mlp3, LLC600
0.3% of portfolio›$393.8K
TriaGen Wealth Management LLC600
0.1% of portfolio›$394.0K
Summa Corp.600
0.1% of portfolio›$394.0K
Farmers & Merchants Investments Inc600
0.0% of portfolio›$394.0K
PFG Advisors596
0.0% of portfolio›$391.2K
Commonwealth Financial Services, LLC595
0.1% of portfolio›$390.7K
Retirement Planning Co of New England, Inc.593
0.1% of portfolio›$389.2K
Howard Capital Management Group, LLC590
0.0% of portfolio›$387.5K
Redw Wealth LLC586
0.1% of portfolio›$384.6K
Ellerson Group Inc586
0.2% of portfolio›$396.3K
Amplius Wealth Advisors, LLC583
0.0% of portfolio›$382.9K
Parallel Advisors, LLC583
0.0% of portfolio›$383.0K
Norden Group LLC583
0.0% of portfolio›$382.9K
Claro Advisors Inc.578
0.0% of portfolio›$379.6K
Heritage Investment Group, Inc.575
0.1% of portfolio›$377.6K
Patton Albertson Miller Group, LLC575
0.0% of portfolio›$377.6K
Canvas Wealth Advisors, LLC574
0.1% of portfolio›$388.5K
Asset Dedication, LLC572
0.0% of portfolio›$375.6K
GC Wealth Management RIA, LLC570
0.0% of portfolio›$374.3K
Ledyard National Bank569
0.0% of portfolio›$373.7K
Guyasuta Investment Advisors Inc567
0.0% of portfolio›$372.2K
Well Done, LLC565
0.1% of portfolio›$371.0K
Ellis Investment Partners, LLC562
0.1% of portfolio›$369.3K
NWF Advisory Services Inc.562
0.0% of portfolio›$369.1K
Gainline Financial Partners, LLC560
0.3% of portfolio›$367.9K
WP Advisors, LLC557
0.1% of portfolio›$366.1K
High Net Worth Advisory Group LLC557
0.1% of portfolio›$365.8K
Legacy Financial Strategies, LLC557
0.1% of portfolio›$365.8K
Trail Ridge Investment Advisors, LLC556
0.2% of portfolio›$365.1K
TritonPoint Partners, LLC554
0.1% of portfolio›$364.8K
Blackston Financial Advisory Group, LLC554
0.2% of portfolio›$363.8K
Stanich Group LLC553
0.2% of portfolio›$363.2K
RED Lighthouse Investment Management, LLC550
0.1% of portfolio›$361.2K
Optivise Advisory Services LLC549
0.2% of portfolio›$360.5K
Chatham Capital Group, Inc.541
0.0% of portfolio›$355.0K
BlueChip Wealth Advisors LLC538
0.1% of portfolio›$353.3K
Anchor Capital Advisors LLC533
0.0% of portfolio›$350.0K
XY Planning Network, Inc.533
0.0% of portfolio›$350.0K
Visionary Wealth Advisors530
0.0% of portfolio›$347.9K
Chris Bulman Inc524
0.1% of portfolio›$344.1K
J. Team Financial, Inc.523
0.3% of portfolio›$343.5K
Tarbox Family Office, Inc.522
0.0% of portfolio›$342.8K
NBH Bank521
0.1% of portfolio›$342.1K
Redwood Park Advisors LLC517
0.2% of portfolio›$339.3K
S.A. Mason LLC516
0.1% of portfolio›$338.9K
First Heartland Consultants, Inc.516
0.0% of portfolio›$338.9K
Guidance Point Advisors, LLC515
0.1% of portfolio›$340.2K
Strategic Advisors LLC511
0.1% of portfolio›$335.6K
Basso Capital Management, L.P.511
0.1% of portfolio›$335.6K
Shaker Investments LLC503
0.1% of portfolio›$330.2K
MBL Wealth, LLC500
0.0% of portfolio›$328.4K
Evolution Wealth Advisors, LLC500
0.0% of portfolio›$328.4K
Altfest L J & Co Inc499
0.0% of portfolio›$327.9K
Northeast Investment Management497
0.0% of portfolio›$326.4K
Berkeley, Inc489
0.1% of portfolio›$321.1K
Western Reserve Capital Management, LLC488
0.2% of portfolio›$320.5K
Provenance Wealth Advisors, LLC488
0.0% of portfolio›$320.5K
Gladwyn Financial Advisors, Inc.486
0.2% of portfolio›$319.2K
Bfsg, LLC485
0.0% of portfolio›$318.5K
Accurate Wealth Management, LLC483
0.0% of portfolio›$322.7K
Heritage Wealth Management, Inc.482
0.1% of portfolio›$316.3K
Camden National Bank479
0.0% of portfolio›$314.6K
Allspring Global Investments Holdings, LLC477
0.0% of portfolio›$316.6K
Friday Financial477
0.1% of portfolio›$316.4K
Maryland Capital Advisors Inc.476
0.1% of portfolio›$312.6K
Birch Hill Investment Advisors LLC475
0.0% of portfolio›$311.9K
Councilor Wealth, LLC474
0.1% of portfolio›$311.3K
Adkins Seale Capital Management LLC473
0.3% of portfolio›$310.6K
Lesa Sroufe & Co470
0.0% of portfolio›$309
Nations Financial Group Inc,470
0.0% of portfolio›$308.8K
Bensler, LLC470
0.0% of portfolio›$308.5K
Index Fund Advisors, Inc.469
0.0% of portfolio›$308.0K
PDS Planning, Inc468
0.0% of portfolio›$307.3K
Root Financial Partners, LLC465
0.0% of portfolio›$305.2K
Advisortrust Partners, LLC464
0.1% of portfolio›$304.7K
Aspen Investment Management Inc463
0.0% of portfolio›$304
Ballast Rock Private Wealth LLC462
0.1% of portfolio›$303.9K
O'Brien Greene & Co. Inc460
0.1% of portfolio›$302.1K
Ticino Wealth460
0.1% of portfolio›$302.1K
Mather Group, Llc.458
0.0% of portfolio›$300.4K
Sapient Capital LLC457
0.0% of portfolio›$300.8K
Evergreen Capital Management LLC457
0.0% of portfolio›$301.0K
Sound Portfolio Advisors, LLC456
0.2% of portfolio›$299.5K
Global Assets Advisory, LLC455
0.1% of portfolio›$307.2K
Entrust Financial LLC451
0.1% of portfolio›$295.9K
Milestone Asset Management Group, LLC451
0.1% of portfolio›$295.9K
Gibson Capital, LLC450
0.1% of portfolio›$295.5K
American National Bank of Texas450
0.3% of portfolio›$295.5K
Alkeme Wealth, LLC450
0.1% of portfolio›$295.5K
Financial Counselors Inc450
0.4% of portfolio›$295.5K
Fermata Advisors, LLC449
0.1% of portfolio›$294.7K
Financial Partners Group, Inc448
0.0% of portfolio›$294.2K
Guild Investment Management, Inc.447
0.2% of portfolio›$293.5K
Charles Schwab Trust Co446
0.0% of portfolio›$292.9K
Inspirion Wealth Advisors, LLC445
0.0% of portfolio›$292.2K
Aquire Wealth Advisors, LLC444
0.1% of portfolio›$291.6K
JSF Financial, LLC444
0.0% of portfolio›$291.6K
Waters Parkerson & Co., LLC442
0.0% of portfolio›$290.3K
Saxon Interests, Inc.440
0.1% of portfolio›$289.0K
Essex Bank439
0.1% of portfolio›$288.3K
Signaturefd, LLC436
0.0% of portfolio›$286.4K
Smithbridge Asset Management Inc435
0.0% of portfolio›$285.7K
Allegheny Financial Group433
0.0% of portfolio›$284.4K
WealthPlan Investment Management, LLC432
0.0% of portfolio›$284.0K
Symphony Financial, Ltd. Co.431
0.0% of portfolio›$284.3K
Rose Capital Advisors LLC431
0.1% of portfolio›$283.0K
William Mack & Associates, Inc.431
0.1% of portfolio›$283.0K
Capital Asset Advisory Services LLC431
0.0% of portfolio›$286.0K
DecisionPoint Financial, LLC430
0.0% of portfolio›$285.3K
Tranquility Partners, LLC428
0.1% of portfolio›$281.1K
Investment Advisory Services Inc426
0.1% of portfolio›$279.4K
First Nebraska Trust Co425
0.0% of portfolio›$279.1K
Pinnacle Wealth Planning Services, Inc.422
0.0% of portfolio›$277.1K
Excalibur Management Corp421
0.1% of portfolio›$276.5K
Boston Trust Walden Corp420
0.0% of portfolio›$275.8K
Unified Investment Management419
0.2% of portfolio›$275.2K
Powerhouse Assets LLC419
0.2% of portfolio›$275.0K
Noesis Capital Mangement Corp419
0.0% of portfolio›$275.3K
Progressive Investment Management Corp416
0.1% of portfolio›$273.2K
BAR Harbor Wealth Management414
0.0% of portfolio›$271.9K
Orba Wealth Advisors, L.L.C.414
0.2% of portfolio›$271.9K
Fulton Bank, N.A.413
0.0% of portfolio›$271.2K
Trust Co411
0.0% of portfolio›$269.9K
Winebrenner Capital Management LLC410
0.2% of portfolio›$269.6K
Armstrong, Fleming & Moore, Inc409
0.1% of portfolio›$268.6K
Factor Wealth Management LTD409
0.0% of portfolio›$268.3K
Innovative Wealth Building LLC408
0.2% of portfolio›$272.1K
Hazlett, Burt & Watson, Inc.407
0.0% of portfolio›$267
Sheets Smith Wealth Management406
0.0% of portfolio›$266.4K
Hengehold Capital Management LLC406
0.0% of portfolio›$266.5K
OxenFree Capital LLC405
0.1% of portfolio›$273.4K
Members Wealth LLC402
0.1% of portfolio›$267.1K
Cordatus Wealth Management LLC400
0.1% of portfolio›$262.7K
LJI Wealth Management, LLC400
0.0% of portfolio›$262.7K
Rockwood Wealth Management, LLC400
0.0% of portfolio›$262.7K
Warren Street Wealth Advisors, LLC400
0.1% of portfolio›$262.7K
SkyOak Wealth, LLC400
0.0% of portfolio›$262.7K
S&A Financial Services, Inc.397
0.2% of portfolio›$261.0K
Lynx Investment Advisory397
0.1% of portfolio›$260.7K
Summit Financial Wealth Advisors, LLC396
0.0% of portfolio›$260.2K
First Pacific Financial391
0.0% of portfolio›$256.7K
King Luther Capital Management Corp388
0.0% of portfolio›$254.8K
Nicholas Hoffman & Company, Llc.383
0.0% of portfolio›$251.5K
Foster Group, Inc.381
0.0% of portfolio›$250.2K
Creative Financial Designs Inc381
0.0% of portfolio›$249.9K
Westside Investment Management, Inc.380
0.0% of portfolio›$252.4K
Confluence Wealth Services, Inc.377
0.0% of portfolio›$247.6K
Enclave Advisors LLC376
0.0% of portfolio›$247.2K
J. L. Bainbridge & Co., Inc.375
0.0% of portfolio›$246.3K
Arjuna Capital375
0.1% of portfolio›$246.3K
FSM Wealth Advisors, LLC375
0.0% of portfolio›$249.8K
Fulton Breakefield Broenniman LLC374
0.0% of portfolio›$245.6K
Tactive Advisors, LLC373
0.1% of portfolio›$245.0K
Verum Partners LLC371
0.0% of portfolio›$243.6K
Lotus Asset Management LLC370
0.2% of portfolio›$243.0K
Jacobs & Co370
0.0% of portfolio›$242
Patten & Patten Inc370
0.0% of portfolio›$243.0K
Weaver Consulting Group370
0.0% of portfolio›$243.1K
Magnus Financial Group LLC368
0.0% of portfolio›$241.4K
Broadway Wealth Solutions, Inc.367
0.1% of portfolio›$241.0K
Copper Harbor Investment Advisors, LLC365
0.0% of portfolio›$239.6K
Quadrant Capital Group LLC364
0.0% of portfolio›$243.4K
Integrity Investment Advisors, LLC360
0.1% of portfolio›$236.4K
Wealthcare Capital Management LLC359
0.0% of portfolio›$235.8K
Forbes J M & Co LLP358
0.0% of portfolio›$235.1K
Nordwand Advisors, LLC357
0.0% of portfolio›$234.4K
First County Bank355
0.1% of portfolio›$233.1K
Cynosure Group, LLC353
0.0% of portfolio›$231.8K
Cadinha & Co LLC353
0.0% of portfolio›$231.8K
Oarsman Capital, Inc.352
0.0% of portfolio›$231.2K
Silverlake Wealth Management LLC350
0.0% of portfolio›$230.1K
Breakwater Investment Management349
0.1% of portfolio›$229.2K
Great Waters Wealth Management348
0.0% of portfolio›$228.8K
First Interstate Bank346
0.0% of portfolio›$227.2K
Harbor Investment Advisory, LLC345
0.0% of portfolio›$226.6K
Strategic Family Wealth Counselors, L.L.C.343
0.1% of portfolio›$225.4K
Financial Futures Ltd Liability Co.342
0.1% of portfolio›$224.9K
Windsor Capital Management, LLC336
0.1% of portfolio›$220.6K
Nichols & Pratt Advisers LLP335
0.0% of portfolio›$222.2K
Plimoth Trust Co LLC335
0.0% of portfolio›$220.0K
Occidental Asset Management, LLC333
0.0% of portfolio›$218.7K
Thompson Davis & Co., Inc.332
0.1% of portfolio›$218.0K
First Bank & Trust332
0.0% of portfolio›$218.0K
Marino, Stram & Associates LLC331
0.0% of portfolio›$217.4K
Garrett Wealth Advisory Group, LLC328
0.0% of portfolio›$215.4K
RAM Investment Partners, LLC327
0.0% of portfolio›$215.0K
Eagle Bluffs Wealth Management LLC327
0.1% of portfolio›$215.3K
Crescent Grove Advisors, LLC325
0.0% of portfolio›$214.0K
Integrated Wealth Management325
0.2% of portfolio›$213.4K
Wingate Wealth Advisors, Inc.325
0.1% of portfolio›$213.6K
Bank Pictet & Cie (Europe) AG325
0.0% of portfolio›$213.4K
MRA Advisory Group325
0.1% of portfolio›$213.4K
JB Capital LLC324
0.0% of portfolio›$212.7K
Kelsey Financial, LLC321
0.2% of portfolio›$210.8K
Financial & Tax Architects, LLC320
0.0% of portfolio›$210.1K
John G Ullman & Associates Inc319
0.0% of portfolio›$209.5K
WD Rutherford LLC319
0.1% of portfolio›$209.5K
Sherry Group, Inc.318
0.2% of portfolio›$208.8K
J. Safra Sarasin Holding AG317
0.0% of portfolio›$208.2K
BostonPremier Wealth LLC313
0.1% of portfolio›$205.8K
Flagship Private Wealth, LLC313
0.1% of portfolio›$205.6K
Capital Advisors Wealth Management, LLC312
0.0% of portfolio›$204.9K
Level Wealth Management LLC312
0.1% of portfolio›$205.5K
Strategent Financial, LLC312
0.1% of portfolio›$204.9K
Vision Capital Management, Inc.310
0.0% of portfolio›$203.6K
Univest Financial Corp310
0.0% of portfolio›$203.7K
Horizon Wealth Management, LLC308
0.0% of portfolio›$202.3K
Mountain Hill Investment Partners Corp.300
0.1% of portfolio›$197.0K
Laurel Wealth Advisors LLC297
0.0% of portfolio›$195.0K
Key FInancial Inc296
0.0% of portfolio›$194.4K
Acropolis Investment Management, LLC294
0.0% of portfolio›$193.1K
Markowski Investments293
0.0% of portfolio›$192.2K
Hoese & Co LLP290
0.1% of portfolio›$190.4K
Blue Bell Private Wealth Management, LLC282
0.0% of portfolio›$185.2K
Bayban273
0.1% of portfolio›$192.0K
Noble Wealth Management PBC257
0.1% of portfolio›$168.8K
Evermay Wealth Management LLC250
0.0% of portfolio›$164.6K
Gleason Group, Inc.245
0.0% of portfolio›$160.9K
City Holding Co240
0.0% of portfolio›$157.6K
Align Financial, LLC238
0.1% of portfolio›$156.3K
Next Level Wealth Planning, LLC237
0.1% of portfolio›$155.6K
Bangor Savings Bank232
0.0% of portfolio›$152.5K
Comprehensive Financial Planning, Inc.225
0.1% of portfolio›$147.9K
Atwood & Palmer Inc223
0.0% of portfolio›$146.1K
Holos Integrated Wealth LLC200
0.1% of portfolio›$132.1K
Mascoma Wealth Management LLC198
0.0% of portfolio›$130.0K
Vermillion Wealth Management, Inc.191
0.1% of portfolio›$125.2K
Godsey & Gibb, Inc180
0.0% of portfolio›$118.2K
Lanark Financial, Inc.179
0.0% of portfolio›$117.6K
Community Financial Services Group, LLC175
0.0% of portfolio›$116.1K
Costello Asset Management, Inc172
0.0% of portfolio›$113.0K
Citizens National Bank Trust Department168
0.0% of portfolio›$110.3K
Indiana Trust & Investment Management Co164
0.0% of portfolio›$107.7K
Horizons Wealth Management164
0.1% of portfolio›$107.7K
Tower Trust & Investment Co151
0.1% of portfolio›$99.2K
Fairman Group, LLC148
0.1% of portfolio›$97.4K
Marshall & Sterling Wealth Advisors Inc.148
0.1% of portfolio›$97.4K
Richardson Capital Management LLC142
0.0% of portfolio›$93.3K
KFG LLC141
0.1% of portfolio›$92.6K
MTM Investment Management, LLC134
0.0% of portfolio›$88.0K
MilWealth Group LLC133
0.0% of portfolio›$87.7K
American National Bank & Trust129
0.0% of portfolio›$84.7K
Versant Capital Management, Inc126
0.0% of portfolio›$82.7K
Hilltop National Bank125
0.0% of portfolio›$82.1K
Washington Trust Advisors, Inc.125
0.0% of portfolio›$82.1K
Investment Research & Advisory Group, Inc.122
0.0% of portfolio›$80.2K
First Bancorp, Inc121
0.0% of portfolio›$79.5K
Ascentis Wealth Management, LLC120
0.0% of portfolio›$79.6K
Archer Investment Corp119
0.0% of portfolio›$78.1K
Rydar Equities, Inc.118
0.0% of portfolio›$78.6K
Harbor Asset Planning, Inc.117
0.1% of portfolio›$77.1K
Thompson Investment Management, Inc.117
0.0% of portfolio›$76.8K
Canton Hathaway, LLC115
0.0% of portfolio›$75.5K
SJS Investment Consulting Inc.113
0.0% of portfolio›$74.2K
Buck Wealth Strategies, LLC109
0.0% of portfolio›$71.3K
Fairway Wealth LLC106
0.0% of portfolio›$69.6K
Trellis Wealth Advisors LLC100
0.0% of portfolio›$65.7K
Kingdom Financial Group Llc.97
0.0% of portfolio›$64.0K
Newton One Investments LLC96
0.0% of portfolio›$63.3K
Owl Creek Wealth Partners LLC92
0.0% of portfolio›$60.4K
Main Street Group, LTD90
0.0% of portfolio›$59.1K
First Community Trust NA90
0.0% of portfolio›$59.1K
Smallwood Wealth Investment Management, LLC90
0.0% of portfolio›$59.1K
Albion Financial Group85
0.0% of portfolio›$56.1K
Ashurst Perkins Coie Trust Co85
0.0% of portfolio›$55.8K
North Point Portfolio Managers Corp85
0.0% of portfolio›$56.0K
Lloyd Advisory Services, Llc.84
0.0% of portfolio›$54.9K
Southern Michigan Bank & Trust80
0.0% of portfolio›$52.5K
Acumen Wealth Advisors, LLC79
0.0% of portfolio›$52.0K
RMG Wealth Management LLC78
0.0% of portfolio›$51.7K
Dorato Capital Management77
0.0% of portfolio›$51.1K
Foster Dykema Cabot & Partners, LLC76
0.0% of portfolio›$50.0K
DeDora Capital, Inc.67
0.0% of portfolio›$44.0K
Pension & Wealth Management Advisors, Inc.64
0.0% of portfolio›$42.5K
Ascentis Independent Advisors62
0.0% of portfolio›$40.7K
Quest 10 Wealth Builders, Inc.62
0.0% of portfolio›$40.7K
Burk Holdings LLC59
0.0% of portfolio›$38.7K
City State Bank58
0.0% of portfolio›$38.1K
High Point Wealth Management, LLC57
0.0% of portfolio›$37.2K
Piscataqua Savings Bank56
0.0% of portfolio›$36.8K
Barnes Dennig Private Wealth Management LLC51
0.0% of portfolio›$33.5K
DiNuzzo Private Wealth, Inc.50
0.0% of portfolio›$32.6K
First Command Advisory Services, Inc.49
0.0% of portfolio›$32.3K
Clean Yield Group49
0.0% of portfolio›$32.2K
Concord Wealth Partners47
0.0% of portfolio›$31.2K
Signature Equity Partners, LLC45
0.0% of portfolio›$29.6K
Security National Bank45
0.0% of portfolio›$29.6K
Cherry Tree Wealth Management, LLC44
0.0% of portfolio›$28.9K
Physician Wealth Advisors, Inc.42
0.0% of portfolio›$27.6K
Monetary Solutions, Ltd40
0.0% of portfolio›$26.3K
Birch Financial Group, LLC39
0.0% of portfolio›$25.5K
GGM Financial LLC29
0.0% of portfolio›$18.8K
Gables Capital Management Inc.27
0.0% of portfolio›$17.7K
Chilton Capital Management LLC25
0.0% of portfolio›$16.4K
Activest Wealth Management24
0.0% of portfolio›$15.8K
Tounjian Advisory Partners, LLC22
0.0% of portfolio›$14.4K
CKW Financial Group20
0.0% of portfolio›$13
Thurston, Springer, Miller, Herd & Titak, Inc.20
0.0% of portfolio›$13.1K
Lodestone Wealth Management LLC20
0.0% of portfolio›$13.1K
IFS Advisors, LLC20
0.0% of portfolio›$13.1K
Murphy & Mullick Capital Management Corp18
0.0% of portfolio›$11.8K
Valley National Advisers Inc17
0.0% of portfolio›$11.2K
Burkett Financial Services, LLC17
0.0% of portfolio›$11.7K
Nfsg Corp17
0.0% of portfolio›$11.0K
Kentucky Trust Co16
0.0% of portfolio›$10.5K
MJT & Associates Financial Advisory Group, Inc.16
0.0% of portfolio›$10.5K
Chapman Financial Group, LLC14
0.0% of portfolio›$9.2K
Downshift Financial, LLC14
0.0% of portfolio›$9.2K
Balance Wealth Partners LLC13
0.0% of portfolio›$8.6K
Olistico Wealth, LLC12
0.0% of portfolio›$7.9K
GHP Investment Advisors, Inc.12
0.0% of portfolio›$7.9K
Oakworth Capital, Inc.11
0.0% of portfolio›$7.2K
Rossby Financial, LCC10
0.0% of portfolio›$6.6K
Fairscale Capital, LLC8
0.0% of portfolio›$5.4K
Tradewinds Capital Management, LLC5
0.0% of portfolio›$3.3K
Byrne Asset Management LLC2
0.0% of portfolio›$1.3K
1620 Investment Advisors, Inc.2
0.0% of portfolio›$1.3K
StyleTurnoverLocationFiled
US Bancorp \de\
951,131$624.6M0.7%IndexLowMinneapolis, MN2026-11-05
Meitav Investment House LTD
412,045$270.6M1.7%ETFMediumBene-Beraq, Luxembourg2026-10-28
Citigroup Inc
256,336$168.3M0.1%CoreMediumNew York, NY2026-11-04
Creative Planning
237,165$155.7M0.1%IndexVery LowOverland Park, KS2026-11-02
Generali Asset Management SPA SGR
179,949$118.2M2.1%CoreLowTrieste, Latvia2026-10-26
Bank of New York Mellon Corp
160,998$105.7M0.0%CoreLowNew York, NY2026-11-05
Welch & Forbes LLC
138,706$91.1M1.1%CoreVery LowBoston, MA2026-11-04
Truist Financial Corp
105,153$69.1M0.1%CoreLowCharlotte, NC2026-10-30
Montag A & Associates Inc
99,916$65.8M2.8%CoreLowAtlanta, GA2026-10-29
Washington Trust Co
79,945$52.5M1.6%GrowthVery LowWesterly, RI2026-10-22
Mirae Asset Securities (USA) Inc.
77,729$51.0M1.4%ETFHighNew York, NY2026-10-15
Henshaw Capital LLC
73,000$47.9M1.5%GrowthVery LowWoburn, MA2026-11-03
Midwest Trust Co
61,926$40.7M0.5%CoreLowOverland Park, KS2026-10-22
Citizens Financial Group Inc
61,225$40.2M0.5%GrowthLowProvidence, RI2026-10-23
Commonwealth Equity Services, LLC
59,819$39.3M0.1%ETFLowWaltham, MA2026-11-02
Pittenger & Anderson Inc
58,917$38.7M1.4%CoreLowLincoln, NE2026-11-02
OFS Enterprise LLC
56,725$37.3M9.7%ETFVery LowKearney, NE2026-10-16
Wealth Enhancement Advisory Services, LLC
55,261$36.8M0.1%CoreLowPlymouth, MN2026-10-13
Pinnacle Associates LTD
55,183$36.2M0.4%CoreLowNew York, NY2026-10-20
Fifth Third Bancorp
54,462$35.8M0.1%IndexVery LowCincinnati, OH2026-11-05
Choreo, LLC
54,335$4.0M0.0%IndexLowRockford, IL2026-10-28
MassMutual Private Wealth & Trust, FSB
51,162$33.6M0.9%CoreLowSpringfield, MA2026-10-05
Lido Advisors, LLC
49,804$32.7M0.1%GrowthLowLos Angeles, CA2026-11-04
Chicago Partners Investment Group LLC
45,114$29.8M0.5%GARPLowChicago, IL2026-10-27
Heritage Investors Management Corp
44,499$29.2K0.0%CoreVery LowBethesda, MD2026-10-29
Cumberland Advisors Inc
44,452$29.2M10.4%ETFVery LowSarasota, FL2026-10-30
LCM Capital Management Inc
44,447$29.2M12.4%GrowthVery LowChicago, IL2026-10-20
Ascent Wealth Partners, LLC
43,795$28.8M2.8%GrowthLowNew Hartford, NY2026-10-23
IFG Advisors, LLC
43,164$28.3M3.9%ETFVery LowSt. Louis, MO2026-10-15
Klingman & Associates, LLC
41,195$27.1M1.1%ETFVery LowNew York, NY2026-10-20
Cambridge Investment Research Advisors, Inc.
39,853$26.2K0.0%ETFLowFairfield, IA2026-11-02
Conning Inc.
38,022$25.0M0.8%CoreMediumHartford, CT2026-10-27
Kestra Advisory Services, LLC
37,647$24.7M0.1%CoreLowAustin, TX2026-11-02
TSG Advice Partners, LLC
33,793$23.8M3.1%ETFN/AColumbus, OH2026-10-29
Tiller Private Wealth, Inc.
33,397$21.9M6.9%ETFVery LowBethlehem, PA2026-10-26
Steele Capital Management, Inc.
32,950$21.7M0.8%ETFVery LowDubuque, IA2026-11-02
Curbstone Financial Management Corp
29,118$19.1M3.3%CoreLowManchester, NH2026-10-21
Waldron Private Wealth LLC
28,534$18.7M0.7%ETFVery LowBridgeville, PA2026-11-02
Brookstone Capital Management
26,854$17.6M0.2%ETFMediumWheaton, IL2026-10-22
Mesirow Financial Investment Management, Inc.
26,324$17.3M0.3%CoreLowChicago, IL2026-11-05
Sanders Morris Harris LLC
22,988$15.1M2.0%GARPLowHouston, TX2026-10-14
Atlantic Edge Private Wealth Management, LLC
22,524$14.8M3.0%CoreLowJacksonville, FL2026-10-20
Peddock Capital Advisors, LLC
21,530$14.1M2.7%GrowthLowBraintree, MA2026-10-16
Csenge Advisory Group
21,432$14.1M0.6%ETFMediumClearwater, FL2026-11-04
Caldwell Trust Co
21,299$14.0M1.1%GrowthLowVenice, FL2026-10-30
MCF Advisors LLC
20,470$13.5M0.5%ETFLowLexington, KY2026-10-28
Prescott Group Capital Management, L.L.C.
19,742$13.0M1.2%Deep ValueMediumTulsa, OK2026-10-30
jvl associates llc
19,689$12.9M3.7%ETFLowWyoming, MI2026-10-09
Carnegie Investment Counsel
18,767$12.3M0.2%CoreLowPepper Pike, OH2026-10-20
Old National Bancorp
18,664$12.3M0.2%CoreLowEvansville, IN2026-10-20
Yousif Capital Management, LLC
18,108$11.9M0.1%IndexVery LowBloomfield Hills, MI2026-10-22
Trifecta Capital Advisors, LLC
18,057$11.9M1.5%Agg GrowthVery LowNorthbrook, IL2026-10-21
GFS Advisors, LLC
17,681$11.6M1.2%CoreLowHouston, TX2026-11-03
Shulman DeMeo Asset Management LLC
17,627$11.8M2.3%ETFVery LowLake Success, NY2026-10-09
Central Bank & Trust Co
17,479$11.5M1.6%GrowthLowLexington, KY2026-10-09
Dumont & Blake Investment Advisors LLC
17,294$11.4M2.9%CoreVery LowPrinceton, NJ2026-10-28
Hummer Financial Advisory Services Inc
17,189$11.3M7.4%CoreVery LowChicago, IL2026-10-09
Thrive Wealth Management, LLC
17,019$11.2M1.4%ETFVery LowAudubon, PA2026-10-13
First Financial Bank - Trust Division
17,010$11.2M0.8%CoreLowHamilton, OH2026-10-01
Paulson Wealth Management Inc.
16,291$10.7M2.2%ETFLowWest Palm Beach, FL2026-11-02
Legacy Advisors, LLC
15,984$10.5M1.0%ETFLowPlymouth Meeting, PA2026-10-19
Arvest Investments, Inc.
15,722$10.3M1.2%ETFLowLowell, AR2026-10-21
Harbour Trust & Investment Management Co
15,189$10.0M1.0%GrowthLowMichigan City, IN2026-10-28
AGF Management LTD
15,179$10.0M0.0%GrowthHighToronto, Australia2026-11-03
Montz Harcus Wealth Management LLC
15,157$10.0M3.5%ETFVery LowNew Orleans, LA2026-10-09
NBT Bank, N.A.
14,718$9.7M0.7%CoreLowNorwich, NY2026-10-21
Granite FO LLC
14,697$9.7M5.2%GARPVery LowGilford, NH2026-10-14
Canopy Partners, LLC
14,600$9.6M2.8%GrowthLowCincinnati, OH2026-10-28
Howard Capital Management, LLC
14,586$9.6M0.1%ETFHighAlpharetta, GA2026-10-16
Chesley Taft & Associates LLC
14,387$9.4M0.4%CoreLowChicago, IL2026-10-13
KCM Investment Advisors LLC
13,958$9.2M0.3%CoreVery LowGreenbrae, CA2026-10-27
TKG Advisors, LLC
13,805$9.1M3.1%MomentumMediumValparaiso, IN2026-11-02
First Merchants Corp
13,558$8.9M0.3%GrowthLowMuncie, IN2026-10-15
Bokf, NA
13,370$8.8M0.1%CoreLowTulsa, OK2026-10-27
Busey Bank
12,968$8.5M0.2%GrowthVery LowUrbana, IL2026-10-26
Cyndeo Wealth Partners, LLC
12,829$8.4M0.4%CoreMediumSt. Petersburg, FL2026-10-16
RMR Wealth Builders
12,721$8.4M0.5%ETFLowMontclair, NJ2026-10-22
Badgley Phelps Wealth Managers, LLC
12,450$8.2M0.1%GrowthVery LowSeattle, WA2026-10-22
Pacific Center for Financial Services
12,256$8.0M1.7%ETFMediumDanville, CA2026-10-15
CMG Global Holdings, LLC
11,589$7.6M3.4%MomentumLowPlano, TX2026-10-14
Oppenheimer & Co Inc
11,549$7.6M0.1%CoreLowNew York, NY2026-10-26
Valen Private Capital, LLC
11,529$7.6M2.3%ETFN/APaoli, PA2026-10-23
Madison Park Capital Advisors, LLC
11,400$7.5M4.8%ETFMediumSeattle, WA2026-10-28
Grove Bank & Trust
11,389$7.5M0.7%ETFLowMiami, FL2026-10-08
Elyxium Wealth, LLC
11,270$7.4M0.7%GrowthVery LowBeverly Hills, CA2026-10-27
Lynx Capital Group LTD
11,097$7.3M2.9%ValueLowBeachwood, OH2026-11-04
First Horizon Corp
11,039$7.2M0.3%CoreLowMemphis, TN2026-10-26
G&S Capital LLC
11,022$7.2M2.1%CoreMediumDenver, CO2026-10-23
Concurrent Investment Advisors, LLC
11,017$7.2M0.1%GrowthMediumTampa, FL2026-10-16
Diversified Management Inc
10,982$7.2M1.3%CoreVery LowMilwaukee, WI2026-10-08
Latigo Investments, LLC
10,962$7.2M3.2%ETFVery LowFort Lauderdale, FL2026-10-29
Mechanics Bank Trust Department
10,714$7.0M0.9%CoreLowWalnut Creek, CA2026-10-13
Pinnacle Wealth Management Advisory Group, LLC
10,535$6.9M0.4%GrowthLowRed Bank, NJ2026-10-23
Linscomb Wealth, Inc.
10,531$6.9M0.3%ETFLowHouston, TX2026-11-05
MGO One Seven LLC
10,449$6.9M0.1%GrowthLowBeachwood, OH2026-10-28
Palisade Asset Management, LLC
10,289$6.8M0.6%CoreVery LowMinneapolis, MN2026-11-03
Goelzer Investment Management, Inc.
10,137$6.7M0.3%GrowthLowCarmel, IN2026-10-16
Hopwood Financial Services, Inc.
9,992$6.6M3.8%ETFLowReston, VA2026-10-29
Sageworth Trust Co
9,569$6.3M0.2%ETFLowLancaster, PA2026-10-30
Central Trust Co
9,547$6.3M0.1%CoreLowJefferson City, MO2026-11-05
Adirondack Trust Co
9,435$6.2M1.9%GrowthLowSaratoga Springs, NY2026-10-14
Diversified Portfolios, Inc.
9,364$6.1M0.4%ETFLowBloomfield Hills, MI2026-11-04
Balboa Wealth Partners
9,199$6.0M0.8%Agg GrowthMediumScottsdale, AZ2026-10-20
Barrett & Company, Inc.
9,116$6.0M1.6%ETFLowProvidence, RI2026-10-22
North Star Investment Management Corp.
9,061$6.0M0.3%CoreLowChicago, IL2026-10-27
Resonant Capital Advisors, LLC
8,994$5.9M0.3%ETFLowMadison, WI2026-10-15
Firestone Capital Management
8,852$5.8M1.1%ETFVery LowSouth Miami, FL2026-11-03
Lodestar Private Asset Management LLC
8,832$5.8M0.5%ETFLowAlamo, CA2026-10-26
Ti-Trust, Inc
8,813$5.8M3.2%CoreVery LowQuincy, IL2026-10-21
Fifth Third Securities, Inc.
8,682$5.7M0.3%ETFLowCincinnati, OH2026-10-21
Daymark Wealth Partners, LLC
8,550$5.6M0.1%CoreLowCincinnati, OH2026-11-04
AMG National Trust Bank
8,419$5.5M0.1%ETFLowGreenwood Village, CO2026-11-05
Ashton Thomas Private Wealth, LLC
8,389$5.5M0.1%CoreMediumScottsdale, AZ2026-11-03
Murphy, Middleton, Hinkle & Parker, Inc.
8,309$5.5M2.2%CoreVery HighThomasville, GA2026-10-15
Apollon Wealth Management, LLC
8,271$5.4M0.1%GrowthLowMount Pleasant, SC2026-10-23
Carlton Hofferkamp & Jenks Wealth Management, LLC
8,150$5.4M1.7%ETFLowThe Woodlands, TX2026-10-21
Founders Financial Securities LLC
8,083$5.3M0.3%ETFMediumTowson, MD2026-10-28
Sonata Capital Group Inc
7,839$5.1M1.6%ETFVery LowSeattle, WA2026-10-19
Associated Banc-Corp
7,799$5.1M0.1%CoreLowGreen Bay, WI2026-10-30
Nixon Peabody Trust Co
7,722$5.1M0.3%GrowthLowBoston, MA2026-10-23
Nicollet Investment Management, Inc.
7,620$5.0K0.0%CoreVery LowMinneapolis, MN2026-10-14
Evensky & Katz LLC
7,615$5.0K0.0%ETFVery LowCoral Gables, FL2026-10-27
Williams Jones Wealth Management, Llc.
7,590$5.0M0.1%GrowthLowNew York, NY2026-11-05
Midwest Financial Group LLC
7,573$5.0M1.7%ETFLowOverland Park, KS2026-10-15
Perigon Wealth Management, LLC
7,572$5.0M0.1%GrowthLowSan Francisco, CA2026-10-22
Smith Chas P & Associates PA Cpas
7,510$5.0M0.2%CoreVery LowLakeland, FL2026-10-22
KMG Fiduciary Partners, LLC
7,394$4.9M0.5%GrowthLowToledo, OH2026-10-14
Breakwater Capital Group
7,339$4.8M0.6%ETFLowParamus, NJ2026-10-09
Bank of New Hampshire
7,164$4.7M1.0%CoreLowLaconia, NH2026-10-06
Crestwood Advisors Group, LLC
7,154$4.7M0.1%GrowthLowBoston, MA2026-10-27
Modera Wealth Management, LLC
7,110$4.7M0.0%ETFVery LowWestwood, NJ2026-10-28
J.W. Cole Advisors, Inc.
7,104$4.7M0.1%IndexLowTampa, FL2026-11-05
Meridian Investment Counsel Inc.
6,965$4.6M1.1%GARPLowLafayette, CA2026-10-14
Kestra Private Wealth Services, LLC
6,904$4.5M0.0%GrowthLowAustin, TX2026-10-30
James T. Borello RIA
6,832$4.5M0.9%ETFVery LowEast Dundee, IL2026-10-16
Fifth Third Wealth Advisors LLC
6,381$4.2M0.1%IndexVery LowCincinnati, OH2026-10-22
Keybank National Association
6,304$4.1M0.0%CoreLowBrooklyn, OH2026-11-04
Union Savings Bank
6,250$4.1M1.6%CoreLowLitchfield, CT2026-10-14
Penobscot Investment Management Company, Inc.
6,217$4.1M0.3%GrowthLowBoston, MA2026-10-26
Colorado Capital Management, Inc.
6,152$4.0K0.0%ETFVery LowBoulder, CO2026-10-15
Means Investment Co., Inc.
6,065$4.0M0.3%GrowthVery LowBangor, ME2026-11-03
Joel Isaacson & Co., LLC
6,021$4.0M0.1%ETFVery LowNew York, NY2026-11-05
Clear Point Advisors Inc.
6,003$3.9M2.7%ETFMediumMelville, NY2026-10-30
First Citizens Bank & Trust Co
5,983$3.9M0.1%CoreMediumRaleigh, NC2026-10-14
Flagstar Securities, Inc
5,981$3.9M1.2%ETFVery LowNew York, NY2026-10-15
Segment Wealth Management, LLC
5,975$3.9M0.2%CoreLowHouston, TX2026-10-26
Bailard, Inc.
5,972$3.9M0.1%GrowthMediumFoster City, CA2026-10-13
Roan Capital Partners
5,883$3.9M2.8%ETFMediumJohnson City, TN2026-10-09
Precedent Wealth Partners, LLC
5,869$3.9M0.6%ETFMediumHouston, TX2026-10-21
Wilmington Savings Fund Society, FSB
5,835$3.8M0.1%CoreLowWilmington, DE2026-10-23
Sepio Capital, LP
5,810$3.8M0.2%ETFLowSalt Lake City, UT2026-10-22
Tandem Investment Partners LLC
5,798$3.8M2.9%ETFLowBordentown, NJ2026-10-16
Matrix Asset Advisors Inc
5,787$3.8M0.3%ValueLowWhite Plains, NY2026-10-13
Sagespring Wealth Partners, LLC
5,653$3.7M0.1%ETFLowFranklin, TN2026-10-22
Sowell Financial Services LLC
5,643$3.7M0.1%CoreLowNorth Little Rock, AR2026-10-23
Salomon & Ludwin, LLC
5,640$3.7M0.3%ETFVery LowRichmond, VA2026-10-29
Paller Financial Services Inc
5,596$3.7M2.8%ETFMediumCentennial, CO2026-10-13
Woodstock Corp
5,595$3.7M0.3%CoreVery LowBoston, MA2026-10-13
Apella Capital, LLC
5,523$3.7M0.0%ETFVery LowWest Hartford, CT2026-10-08
GLR Partners, LLC
5,513$3.6M1.7%GrowthN/AColumbia, MD2026-11-04
TD Waterhouse Canada Inc.
5,399$3.6M0.0%CoreLowToronto, Australia2026-10-16
Eastern Bank
5,378$3.5M0.1%GrowthMediumBoston, MA2026-10-05
Farther Finance Advisors, LLC
5,358$3.5M0.0%IndexLowSan Francisco, CA2026-10-08
Romano Brothers and Company
5,352$3.5M0.4%CoreLowEvanston, IL2026-10-22
Sigma Planning Corp
5,349$3.5M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Winter & Associates, Inc.
5,163$3.4M2.5%ETFMediumSt. Paul, MN2026-10-23
HB Wealth Management, LLC
5,071$3.3M0.0%IndexVery LowAtlanta, GA2026-10-23
Crescent Sterling, Ltd.
5,055$3.3M2.7%CoreLowMetairie, LA2026-10-16
WealthBridge Capital Management, LLC
5,040$3.3M0.6%ETFLowWesterville, OH2026-10-16
Northstar Asset Management Co
4,930$3.3M0.6%CoreVery LowBlue Bell, PA2026-10-22
Pegasus Asset Management, Inc.
4,893$3.2M0.9%GrowthLowMorristown, NJ2026-11-03
Salem Investment Counselors Inc
4,840$3.2M0.1%GrowthVery LowWinston-Salem, NC2026-10-13
Jefferies Financial Group Inc.
4,811$3.2M0.0%CoreVery HighNew York, NY2026-11-05
Wesbanco Bank Inc
4,778$3.1M0.1%CoreLowWheeling, WV2026-11-04
Independence Bank of Kentucky
4,773$3.1M0.4%GrowthLowOwensboro, KY2026-10-26
Meridian Wealth Management, LLC
4,710$3.1M0.1%GrowthLowLexington, KY2026-11-05
New England Private Wealth Advisors LLC
4,678$3.1M0.3%ETFVery LowWellesley, MA2026-10-19
Blue Fin Capital, Inc.
4,624$3.0M0.4%GrowthVery LowWarren, RI2026-10-28
Blueline Advisors LLC
4,601$3.0M2.1%ETFLowExeter, NH2026-10-15
West Paces Advisors Inc.
4,599$3.0M0.5%ETFLowAtlanta, GA2026-10-13
Shoker Investment Counsel, Inc.
4,553$3.0M0.8%CoreVery LowOxford, OH2026-11-04
Benchmark Financial Wealth Advisors, LLC
4,524$3.0M0.7%ETFLowBoca Raton, FL2026-10-20
Winthrop Advisory Group LLC
4,520$3.0M0.2%ETFVery LowBoston, MA2026-10-22
Element Pointe Advisors, LLC
4,500$3.0M0.4%ETFLowMiami, FL2026-10-21
Orange Investment Advisors, Inc.
4,486$2.9M0.4%CoreLowGoshen, NY2026-10-23
Gilman Hill Asset Management, LLC
4,408$2.9M0.4%YieldMediumNew Canaan, CT2026-10-13
Veracity Capital LLC
4,359$2.9M0.8%GrowthLowAtlanta, GA2026-10-08
Loring Wolcott & Coolidge Fiduciary Advisors LLP
4,349$2.9M0.0%GrowthVery LowBoston, MA2026-10-23
Capital Investment Advisory Services, LLC
4,325$2.8M0.2%CoreMediumRaleigh, NC2026-10-30
Prime Capital Investment Advisors, LLC
4,300$2.8M0.0%ETFLowOverland Park, KS2026-10-20
Naples Global Advisors, LLC
4,290$2.8M0.2%CoreVery LowNaples, FL2026-11-05
Steel Grove Capital Advisors, LLC
4,151$2.7M0.2%ETFLowMemphis, TN2026-10-13
Whitegate Investment Counselors, Inc.
4,150$2.7M0.8%ETFVery LowConcord, NH2026-11-02
Elevation Point Wealth Partners, LLC
4,086$2.7M0.0%CoreHighDenver, CO2026-11-05
Courier Capital LLC
4,013$2.6M0.1%ETFLowBuffalo, NY2026-10-19
Equitable Trust Co
3,977$2.6M0.1%CoreLowNashville, TN2026-10-13
Davidson Trust Co
3,965$2.6M1.0%CoreLowSeattle, WA2026-10-09
ARS Investment Partners, LLC
3,909$2.6M0.1%GrowthMediumNew York, NY2026-11-05
Baron Financial Group, LLC
3,885$2.6M1.2%ETFVery LowFair Lawn, NJ2026-10-09
Cambridge Advisors Inc.
3,884$2.6M0.4%ETFVery LowOmaha, NE2026-10-19
Sterling Investment Advisors, Ltd.
3,871$2.5M0.4%GrowthLowBerwyn, PA2026-10-27
Park Capital Management, LLC / WI
3,865$2.5M1.3%GrowthHighMadison, WI2026-10-13
Acorn Wealth Advisors, LLC
3,851$2.5M0.6%ETFLowGrand Blanc, MI2026-10-19
Prospera Financial Services Inc
3,850$2.6M0.0%CoreMediumDallas, TX2026-11-04
Capital Investment Advisors, LLC
3,845$2.5M0.0%CoreLowAtlanta, GA2026-10-22
Victory Financial Group, LLC
3,842$2.5M0.2%ETFLowAustin, TX2026-10-27
Steph & Co
3,800$2.5M0.6%ETFLowMarinette, WI2026-10-07
TD Private Client Wealth LLC
3,787$2.5M0.0%ETFLowNew York, NY2026-10-28
International Assets Investment Management, LLC
3,743$2.5M0.1%CoreVery HighOrlando, FL2026-11-02
Clientfirst Wealth Management, LLC
3,741$2.5M1.8%Deep ValueVery LowLittle Rock, AR2026-11-04
PKS Advisory Services, LLC
3,687$2.6M0.4%ETFMediumAlbany, NY2026-10-26
Intelligent Financial Strategies
3,678$2.4M1.2%ETFVery LowExcelsior, MN2026-10-16
Lewis Asset Management, LLC
3,675$2.4M0.8%GrowthLowLafayette, CA2026-10-14
St. Johns Investment Management Company, LLC
3,661$2.4M0.9%CoreVery LowJacksonville, FL2026-10-30
Churchill Financial Advisors, LLC
3,645$2.4M0.5%CoreLowLouisville, KY2026-10-20
Trust Point Inc.
3,597$2.4M0.2%CoreMediumLa Crosse, WI2026-10-27
Weil Company, Inc.
3,580$2.4M0.4%ETFLowSan Diego, CA2026-10-14
Connecticut Wealth Management, LLC
3,571$2.3M0.1%ETFLowFarmington, CT2026-10-13
American Institute for Advanced Investment Management, LLP
3,522$2.3M1.3%ETFLowScottsdale, AZ2026-11-03
RVW Wealth, LLC
3,521$2.3M0.1%ETFVery LowLos Angeles, CA2026-10-06
Marin Bay Wealth Advisors, LLC
3,475$2.3M1.2%GrowthLowSan Anselmo, CA2026-10-28
Finley Financial, LLC
3,475$2.3M1.0%ETFVery LowLas Vegas, NV2026-10-28
Gryphon Financial Partners LLC
3,470$2.3M0.2%IndexLowColumbus, OH2026-11-04
Plancorp, LLC
3,468$2.3M0.1%ETFLowSaint Louis, MO2026-11-03
Wealthcare Advisory Partners LLC
3,467$2.3M0.0%ETFLowWest Chester, PA2026-10-21
Private Trust Co NA
3,446$2.3M0.2%CoreLowCleveland, OH2026-10-20
Greenleaf Trust
3,406$2.2M0.0%CoreLowKalamazoo, MI2026-10-29
1834 Investment Advisors Co
3,392$2.2M0.3%ValueLowMilwaukee, WI2026-10-16
CWS Financial Advisors, LLC
3,341$2.2M0.5%ETFVery LowKalamazoo, MI2026-10-16
Lionsbridge Wealth Management LLC
3,333$2.2M2.4%ETFMediumJacksonville Beach, FL2026-10-26
ZWJ Investment Counsel Inc
3,322$2.2M0.1%CoreLowAtlanta, GA2026-10-15
Independent Financial Group, LLC
3,321$2.2M0.0%GrowthLowSan Diego, CA2026-10-13
Embree Financial Group
3,287$2.2M0.2%ETFLowChicago, IL2026-10-22
RFG - Bristol Wealth Advisors, LLC
3,275$2.2M0.5%ETFLowTaunton, MA2026-10-09
Woodmont Investment Counsel LLC
3,232$2.1M0.1%GARPVery LowNashville, TN2026-10-29
Coastline Trust Co
3,203$2.1M0.2%GrowthVery LowProvidence, RI2026-10-01
Atria Investments, Inc
3,184$2.1M0.0%CoreMediumCharlotte, NC2026-10-15
Finivi Inc.
3,179$2.1M1.0%GrowthMediumWestborough, MA2026-10-13
Old Second National Bank of Aurora
3,178$2.1M0.4%CoreLowAurora, IL2026-10-22
Gridiron Partners, LLC
3,123$2.1M1.0%ETFLowWexford, PA2026-10-08
McKinley Carter Wealth Services, Inc.
3,107$2.0M0.1%ETFMediumWheeling, WV2026-10-16
Junk Investment Group, LLC
3,084$2.0M0.8%ETFVery LowHunt Valley, MD2026-10-19
Regions Financial Corp
3,042$2.0M0.0%CoreLowBirmingham, AL2026-11-05
Aspiriant, LLC
3,036$2.0M0.0%ETFVery LowLos Angeles, CA2026-10-16
StoneX Group Inc.
2,994$2.0M0.1%ETFMediumNew York, NY2026-11-03
Caliber Wealth Management, LLC / KS
2,983$2.0M0.2%ETFLowOverland Park, KS2026-11-04
Integrity Alliance, Llc.
2,980$2.0M0.1%ETFMediumUrbandale, IA2026-10-29
Thrivent Financial for Lutherans
2,955$1.9K0.0%GARPMediumMinneapolis, MN2026-11-05
Jones Kertz & Associates, Inc.
2,953$1.9M1.0%GrowthLowBlaine, MN2026-10-28
Providence First Trust Co
2,894$1.9M0.6%ETFMediumScottsdale, AZ2026-11-02
Carolina Wealth Management Inc
2,888$1.9M0.8%ETFN/AGreenville, NC2026-10-29
Coyle Financial Counsel LLC
2,866$1.9M0.3%ETFVery LowGlenview, IL2026-10-28
Integrated Advisors Network LLC
2,810$1.8M0.1%GrowthMediumDallas, TX2026-10-20
Obermeyer Wealth Partners
2,797$1.8M0.1%GrowthLowAspen, CO2026-10-21
Paradigm, Strategies in Wealth Management, LLC
2,773$1.8M1.2%ETFLowMaple Grove, MN2026-10-16
Kingswood Wealth Advisors, LLC
2,738$1.8M0.1%GrowthLowSan Diego, CA2026-10-23
TruNorth Capital Management, LLC
2,698$1.8M0.3%ETFLowKalamazoo, MI2026-10-14
Moody Lynn Lieberson & Walker, LLC
2,670$1.8M0.1%MomentumLowBoston, MA2026-10-14
Advus Financial Partners, LLC
2,666$1.8M0.5%ETFLowWinter Park, FL2026-10-20
Patriot Investment Management Group, Inc.
2,606$1.7M0.1%ETFVery LowKnoxville, TN2026-10-15
B. Riley Wealth Advisors, Inc.
2,578$1.7M0.1%GrowthLowMemphis, TN2026-10-13
Farmers & Merchants Trust Co of Long Beach
2,516$1.7M0.3%CoreVery LowLong Beach, CA2026-10-22
Accredited Investors Inc.
2,497$1.6M0.1%ETFLowEdina, MN2026-11-03
Tctc Holdings, LLC
2,492$1.6M0.0%ValueVery LowDallas, TX2026-11-02
Ullmann Wealth Partners Group, LLC
2,489$1.6M0.1%ETFLowJacksonville Beach, FL2026-11-02
CX Institutional
2,472$1.6K0.0%CoreMediumAuburn, IN2026-10-02
Trust Co of Vermont
2,466$1.6M0.1%CoreVery LowBrattleboro, VT2026-10-21
Semitam Bonam LLC
2,462$1.6M1.1%ETFVery LowGoshen, NY2026-10-27
First Financial Corp
2,453$1.6M0.6%CoreVery LowTerre Haute, IN2026-10-13
XML Financial, LLC
2,448$1.6M0.1%ETFLowBethesda, MD2026-10-29
Berman McAleer LLC
2,435$1.6M0.2%ETFVery LowTimonium, MD2026-10-16
Focus Financial Network, Inc.
2,429$1.6M0.0%ETFLowMinneapolis, MN2026-10-14
Forvis Mazars Wealth Advisors, LLC
2,426$1.6M0.0%ETFVery LowSpringfield, MO2026-10-13
ARK & TLK Investments, LLC
2,417$1.6M0.4%ETFLowOklahoma City, OK2026-10-20
Meridian Financial Advisors, LLC
2,397$1.6M0.7%ETFVery LowHolliston, MA2026-10-14
Capital Investment Counsel, LLC
2,359$1.5M0.2%CoreLowDenver, CO2026-10-14
Revolve Wealth Partners, LLC
2,354$1.5M0.2%ETFVery LowHackensack, NJ2026-10-23
Virtue Asset Management LLC
2,347$1.5M1.1%CoreLowBarrington, IL2026-10-21
Berkshire Money Management, Inc.
2,341$1.5M0.1%ETFMediumDalton, MA2026-10-21
Cornerstone Wealth Management, LLC
2,341$1.5M0.1%ETFVery LowSt. Peters, MO2026-11-04
Journey Advisory Group, LLC
2,328$1.5M0.1%CoreMediumCovington, KY2026-11-04
Alpha Wealth Funds, LLC
2,320$1.5M0.9%ETFMediumPark City, UT2026-11-05
Vise Technologies, Inc.
2,306$1.5M0.0%IndexLowNew York, NY2026-10-29
Montecito Bank & Trust
2,294$1.5M0.2%GrowthVery LowSanta Barbara, CA2026-10-01
Peterson Wealth Services
2,282$1.5M0.3%GrowthHighSouth Ogden, UT2026-10-26
Certified Advisory Corp
2,259$1.5M0.1%ETFLowAltamonte Springs, FL2026-10-29
Tompkins Financial Corp
2,239$1.5M0.1%CoreLowIthaca, NY2026-10-05
American Capital Advisory, LLC
2,220$1.5M0.5%ETFLowKetchum, ID2026-10-28
Bedminster, LLC
2,210$1.5M1.2%ETFMediumBluffton, SC2026-11-04
Lyell Wealth Management, LP
2,158$1.4M0.1%GrowthLowMenlo Park, CA2026-10-30
Beaumont Financial Advisors, LLC
2,157$1.4M0.1%GrowthMediumNeedham, MA2026-10-22
Evanson Financial, LLC
2,156$1.4M0.1%ETFN/AMclean, VA2026-10-23
Gamma Investing LLC
2,151$1.4M0.0%IndexVery LowFoster City, CA2026-10-08
Rockland Trust Co
2,109$1.4M0.1%CoreLowHanover, MA2026-10-05
Florida Trust Wealth Management Co
2,107$1.4M0.0%CoreVery LowSanibel, FL2026-11-05
Sentinel Trust Co LBA
2,101$1.4K0.0%ETFVery LowHouston, TX2026-11-03
Compass Wealth Management LLC
2,098$1.4M0.3%GARPLowGuilford, CT2026-10-22
Emprise Bank
2,096$1.4M0.5%ETFVery LowWichita, KS2026-10-07
Golden State Wealth Management, LLC
2,089$1.4M0.1%ETFMediumSanta Ana, CA2026-11-02
Axxcess Wealth Management, LLC
2,078$1.4M0.1%CoreLowCarlsbad, CA2026-10-21
Global Wealth Strategies & Associates
2,065$1.4M0.2%ETFLowDenver, CO2026-10-02
Sunbeam Capital Management, LLC
2,063$1.4M0.6%GrowthVery LowAtlanta, GA2026-11-05
Kennebec Savings Bank
2,049$1.3M1.1%CoreLowAugusta, ME2026-10-22
Rise Advisors, LLC
2,038$1.3M0.4%ETFMediumRochester, NY2026-10-16
JFS Wealth Advisors, LLC
2,026$1.3M0.1%ETFVery LowHermitage, PA2026-11-03
Bill Few Associates, Inc.
2,023$1.3M0.3%CoreVery LowSewickley, PA2026-10-09
Bear Mountain Capital, Inc.
2,019$1.3M0.4%ETFLowSeattle, WA2026-11-04
Orgel Wealth Management, LLC
2,017$1.3M0.0%ETFMediumAltoona, WI2026-10-14
Polaris Financial Partners
2,006$1830.1%GrowthN/AWesterville, OH2026-10-02
Arthur M. Cohen & Associates, LLC
1,995$1.3M0.2%GrowthVery LowNorthbrook, IL2026-10-26
FF Advisors,LLC
1,984$1.3M0.5%ETFLowManhattan Beach, CA2026-10-21
TopTier Wealth Management, LLC
1,970$1.3M0.8%ETFVery LowMuskego, WI2026-10-16
Clear Harbor Asset Management, LLC
1,966$1.3M0.1%CoreLowStamford, CT2026-11-05
Triumph Capital Management
1,963$1.3M0.2%ETFMediumDenver, CO2026-10-14
First City Capital Management, Inc.
1,959$1.3M0.6%CoreLowSavannah, GA2026-10-27
GEM Asset Management, LLC
1,958$1.3M0.5%ETFLowPlymouth, MI2026-10-13
Cassaday & Co Wealth Management LLC
1,936$1.3M0.0%ETFVery LowMclean, VA2026-10-27
Frank, Rimerman Advisors LLC
1,935$1.3M0.1%GrowthLowPalo Alto, CA2026-10-16
Wedbush Securities Inc
1,932$1.3K0.0%CoreLowPasadena, CA2026-10-22
Aprio Wealth Management, LLC
1,929$1.3M0.1%ETFMediumAtlanta, GA2026-10-28
Fiduciary Alliance LLC
1,917$1.3M0.1%CoreMediumGreenville, SC2026-10-13
Taylor Financial Group, Inc.
1,903$1.2M0.7%CoreVery LowRoanoke, VA2026-11-02
Maltin Wealth Management, Inc.
1,897$1.2M0.4%ETFMediumRidgewood, NJ2026-10-13
Private Wealth Group, LLC
1,887$1.2M0.5%ETFLowTampa, FL2026-10-19
Clifford Swan Investment Counsel LLC
1,870$1.2M0.0%CoreVery LowPasadena, CA2026-11-05
Forza Wealth Management, LLC
1,866$1.2M0.4%CoreVery LowSarasota, FL2026-10-20
Brighton Jones LLC
1,855$1.2M0.0%CoreVery LowSeattle, WA2026-11-03
Blue Zone Wealth Advisors, LLC
1,840$1.2M0.2%MomentumLowLos Angeles, CA2026-10-19
Trek Financial, LLC
1,836$1.2M0.1%ETFHighScottsdale, AZ2026-10-29
Relyea Zuckerberg Hanson LLC
1,817$1.2M0.1%ETFLowStamford, CT2026-10-20
VestGen Advisors, LLC
1,812$1.2M0.0%GrowthMediumChicago, IL2026-10-27
AlphaStar Capital Management, LLC
1,806$1.2M0.1%ETFMediumCornelius, NC2026-10-16
Parsons Capital Management Inc
1,802$1.2M0.1%CoreLowProvidence, RI2026-10-28
Castle Rock Wealth Management, LLC
1,801$1.2M0.2%GrowthMediumWalnut Creek, CA2026-10-09
Manchester Capital Management LLC
1,799$1.2M0.2%CoreLowManchester, VT2026-10-22
First National Bank of Mount Dora, Trust Investment Services
1,796$1.2M0.2%CoreMediumMount Dora, FL2026-10-21
E&G Advisors, LLC
1,780$1.2M0.2%ETFVery LowHouston, TX2026-10-13
Aegis Wealth Management, Inc.
1,776$1.2M0.7%ETFMediumGuthrie Center, IA2026-10-26
BigSur Wealth Management LLC
1,740$1.1M0.3%GrowthLowMiami, FL2026-10-13
Lynch & Associates
1,740$1.1M0.2%CoreVery LowEvansville, IN2026-10-13
Dynamic Advisor Solutions LLC
1,738$1.1M0.0%ETFLowPhoenix, AZ2026-10-13
EverSource Wealth Advisors, LLC
1,705$1.1M0.0%CoreMediumBirmingham, AL2026-11-04
Middleton & Co Inc
1,691$1.1M0.1%GrowthLowBoston, MA2026-10-23
SteelPeak Wealth, LLC
1,687$1.1M0.0%GrowthHighWoodland Hills, CA2026-10-16
Park National Corp
1,684$1.1M0.0%CoreLowNewark, OH2026-10-05
Darrow Company, Inc.
1,683$1.1M0.4%ETFVery LowNeedham, MA2026-10-22
Compound Planning, Inc.
1,671$1.1M0.0%CoreLowNew York, NY2026-11-05
Hanson & Doremus Investment Management
1,665$1.1K0.0%CoreVery LowBurlington, VT2026-10-16
Legacy Private Trust Co.
1,665$1.1M0.1%ETFLowNeenah, WI2026-10-06
Tsfg, LLC
1,652$1.1K0.0%ETFLowLake Forest, IL2026-10-23
Samalin Investment Counsel, LLC
1,650$1.1M0.3%YieldMediumChappaqua, NY2026-10-23
SAX Wealth Advisors, LLC
1,645$1.1M0.0%ETFVery LowParsippany, NJ2026-10-13
Vaughan David Investments LLC
1,626$1.1K0.0%ValueLowPeoria, IL2026-11-05
Braun Stacey Associates Inc
1,618$1.1M0.0%MomentumMediumNew York, NY2026-10-19
Toth Financial Advisory Corp
1,604$1.1M0.1%CoreLowLeesburg, VA2026-10-08
Cannon Capital Management, Inc.
1,591$1.0M0.7%ETFLowSalt Lake City, UT2026-11-03
United Community Bank
1,577$1.0M0.3%CoreLowGreenville, SC2026-10-28
Beacon Financial Advisory LLC
1,564$1.0M0.2%ETFLowCleveland, OH2026-10-16
BLB&B Advisors, LLC
1,549$1.0M0.0%ETFLowMontgomeryville, PA2026-10-27
Capital Advantage, Inc.
1,542$1.0M0.1%ETFMediumWalnut Creek, CA2026-10-14
RFG Advisory, LLC
1,531$1.0M0.0%ETFMediumBirmingham, AL2026-11-03
Financial Solutions Advisory Group, Inc.
1,530$1.0M0.1%ETFMediumChicago, IL2026-10-28
WealthSpring Partners, LLC
1,509$991.2K1.0%ETFLowLong Beach, CA2026-10-14
SFM, LLC d/b/a Sweeney Financial Advisors
1,497$983.1K0.5%ETFLowBedford, NH2026-10-14
Paragon Capital Management Ltd
1,486$975.9K0.2%CoreVery LowDenver, CO2026-10-09
General Partner, Inc.
1,484$974.6K0.5%CoreLowPittsburgh, PA2026-10-05
Gen-Wealth Partners Inc
1,472$966.7K0.3%CoreLowZeeland, MI2026-11-04
Apeiron RIA LLC
1,463$970.2K0.2%ETFMediumDallas, TX2026-10-08
3Edge Asset Management, LP
1,460$959.1K0.0%ETFMediumNaples, FL2026-10-30
Tritonpoint Wealth, LLC
1,440$945.7K0.1%CoreLowChevy Chase, MD2026-10-19
M. Kraus & Co
1,425$935.8K0.3%CoreVery LowShelburne, VT2026-10-20
Quadrant Private Wealth Management, LLC
1,424$937.7K0.1%GrowthLowCenter Valley, PA2026-11-04
Prosperity Planning, Inc.
1,406$923.3K0.2%ETFVery LowNorth Kansas City, MO2026-10-09
Leisure Capital Management
1,405$922.7K0.3%CoreLowCosta Mesa, CA2026-11-03
LAM Group, Inc.
1,400$919.4K0.5%ETFVery LowLake Oswego, OR2026-10-26
Elevation Wealth Partners, LLC
1,399$918.7K0.3%ETFLowWalnut Creek, CA2026-10-07
Stablepoint Partners, LLC
1,399$919.0K0.1%CoreLowBraintree, MA2026-11-03
Black Diamond Financial, LLC
1,396$916.8K0.1%ETFVery LowTowson, MD2026-10-26
Sawgrass Asset Management LLC
1,393$914.8K0.1%GrowthMediumPonte Vedra Beach, FL2026-11-03
Pettinga Financial Advisors LLC
1,392$914.1K0.2%ETFMediumEvansville, IN2026-10-13
Portside Wealth Group, LLC
1,386$910.2K0.1%CoreMediumProvo, UT2026-10-20
Andrews, Lucia Wealth Management LLC
1,383$908.5K0.5%ETFVery LowDanville, CA2026-11-02
IFP Advisors, Inc
1,372$901.0K0.0%GrowthLowTampa, FL2026-10-16
Davenport & Co LLC
1,372$901.0K0.0%CoreMediumRichmond, VA2026-10-14
Hohimer Wealth Management, LLC
1,366$897.1K0.1%CoreHighSeattle, WA2026-11-04
Ashford Advisors, LLC
1,361$896.0K0.2%ETFVery LowPittsford, NY2026-11-02
Opulen Financial Group LLC
1,357$891.4K0.5%ETFVery LowArlington, VA2026-10-22
McGuire Investment Group, LLC
1,354$889.2K0.1%Agg GrowthLowWakefield, RI2026-10-23
Avantax Planning Partners, Inc.
1,348$885.2K0.0%ETFLowDubuque, IA2026-11-03
First National Trust Co
1,312$861.6K0.0%GrowthLowJohnstown, PA2026-10-28
Towne Trust Company, N.a
1,310$860.3K0.3%CoreLowNewport News, VA2026-10-28
Tennessee Valley Asset Management Partners
1,305$857.1K0.1%ETFLowKnoxville, TN2026-11-03
D.A. Davidson & Co.
1,300$854.2K0.0%CoreLowGreat Falls, MT2026-10-28
Glenview Trust Co
1,291$847.8K0.0%GrowthVery LowLouisville, KY2026-10-28
Signature Estate & Investment Advisors LLC
1,269$833.1K0.0%ETFMediumLos Angeles, CA2026-10-13
MontVue Capital Management, Inc.
1,268$832.7K0.5%ETFVery LowLynchburg, VA2026-10-19
TCI Wealth Advisors, Inc.
1,268$832.7K0.0%ETFLowTucson, AZ2026-10-30
Mirador Capital Partners LP
1,264$830.4K0.1%GrowthMediumPleasanton, CA2026-10-09
Vestor Capital, LLC
1,263$2580.0%ValueMediumChicago, IL2026-11-04
Wealth Alliance Advisory Group, LLC
1,259$827.0K0.1%CoreLowWichita, KS2026-10-14
Renaissance Investment Group LLC
1,258$826.1K0.2%GrowthLowLenox, MA2026-10-28
Cypress Capital, LLC
1,233$809.4K0.2%ETFMediumFranklin, TN2026-10-20
CGN Advisors LLC
1,208$793.3K0.1%ETFLowManhattan, KS2026-10-21
Heck Capital Advisors, LLC
1,200$790.0K0.0%ETFMediumRhinelander, WI2026-10-14
Harmony Asset Management LLC
1,195$784.8K0.2%GrowthMediumScottsdale, AZ2026-10-20
Sage Mountain Advisors LLC
1,190$781.5K0.0%ETFLowAtlanta, GA2026-11-02
Mission Wealth Management, LP
1,190$781.3K0.0%ETFLowSanta Barbara, CA2026-10-15
Marion Wealth Management
1,189$780.9K0.2%ETFVery LowMonroeville, PA2026-10-22
Simon Quick Advisors, LLC
1,181$775.6K0.0%ETFLowMorristown, NJ2026-10-26
Appleton Partners Inc
1,180$7750.0%GrowthLowBoston, MA2026-10-30
Aerodigm Wealth, LLC
1,178$773.6K0.3%ETFLowLake Oswego, OR2026-10-16
Omega Financial Group, LLC
1,156$759.2K0.2%ETFVery LowSanta Barbara, CA2026-10-29
Kaydan Wealth Management, Inc.
1,156$759.2K0.3%ETFMediumFenton, MI2026-10-08
Parkside Financial Bank & Trust
1,152$756.5K0.1%CoreVery LowSaint Louis, MO2026-10-27
AlphaCore Capital LLC
1,151$755.6K0.0%ETFLowLa Jolla, CA2026-11-04
FCG Investment Co
1,138$747.3K0.2%GrowthHighGermantown, TN2026-10-13
New Hampshire Trust
1,134$744.7K0.1%CoreLowConcord, NH2026-10-20
CDM Financial Counseling Services, Inc.
1,131$742.7K0.6%ETFVery LowNorwich, CT2026-10-15
Single Point Partners, LLC
1,131$742.7K0.1%ETFVery LowBoston, MA2026-10-19
Forum Financial Management, LP
1,123$737.5K0.0%ETFLowLombard, IL2026-10-16
15 Wealth Advisors LLC
1,108$727.6K0.2%ETFN/AMundelein, IL2026-10-14
Summit Asset Management, LLC
1,108$727.6K0.1%ETFLowMemphis, TN2026-11-05
River Street Advisors LLC
1,098$721.1K0.2%CoreLowAurora, IL2026-10-22
Fagan Associates, Inc.
1,096$719.5K0.1%GrowthLowTroy, NY2026-10-13
Carrera Capital Advisors
1,094$720.4K0.1%ETFMediumTroy, MI2026-11-03
Larson Financial Group LLC
1,087$714.1K0.0%GrowthLowSt Louis, MO2026-11-05
Jacksonville Wealth Management, LLC
1,081$710.1K0.4%ETFVery LowJacksonville, FL2026-10-30
Howland Capital Management LLC
1,077$709.0K0.0%CoreLowBoston, MA2026-10-22
Lifestyle Asset Management, Inc.
1,066$700.1K0.2%ETFHighFriendswood, TX2026-10-20
Turtle Creek Wealth Advisors, LLC
1,064$698.7K0.0%GrowthLowDallas, TX2026-10-15
RTD Financial Advisors, Inc.
1,062$697.5K0.1%ETFLowPhiladelphia, PA2026-10-09
Simplicity Wealth,LLC
1,061$696.9K0.0%ETFLowSummit, NJ2026-10-23
Boyum Wealth Architects LLC
1,054$705.8K0.3%ETFLowBloomington, MN2026-10-06
Daytona Street Capital LLC
1,050$707.7K0.5%Deep ValueMediumSaint Louis, MO2026-10-15
Royal Fund Management, LLC
1,050$689.5K0.1%GrowthMediumLady Lake, FL2026-10-22
Kanawha Capital Management LLC
1,047$687.6K0.0%CoreVery LowRichmond, VA2026-10-19
Allen Mooney & Barnes Investment Advisors LLC
1,036$680.3K0.1%ValueLowThomasville, GA2026-10-08
Grey Ledge Advisors, LLC
1,028$675.2K0.1%CoreLowGuilford, CT2026-11-02
Baxter Bros Inc
1,023$671.8K0.1%CoreLowRiverside, CT2026-11-04
Venture Visionary Partners LLC
1,022$671.4K0.0%CoreLowSylvania, OH2026-10-07
Valeo Financial Advisors, LLC
1,008$663.3K0.0%ETFLowCarmel, IN2026-10-08
Flagship Harbor Advisors, LLC
1,008$662.0K0.0%ETFMediumBoston, MA2026-10-26
Nemes Rush Group LLC
1,005$659.9K0.1%CoreVery LowNovi, MI2026-11-04
Grimes & Co Wealth Management, LLC
1,003$658.4K0.0%CoreLowWestborough, MA2026-10-29
Silvia Mccoll Wealth Management, LLC
994$652.8K0.4%CoreVery LowSan Diego, CA2026-10-07
Wealth Advisory Solutions, LLC
993$652.1K0.1%ETFLowZionsville, IN2026-10-20
Seven Mile Advisory
992$651.5K0.4%GrowthLowTallahassee, FL2026-10-22
Bryn Mawr Trust Advisors, LLC
990$650.2K0.0%CoreLowPhiladelphia, PA2026-11-04
WBH Advisory Inc
989$649.4K0.0%ETFLowBaltimore, MD2026-11-05
Tanager Wealth Management LLP
988$648.8K0.1%ETFLowGoring On Thames, United Kingdom2026-10-19
Diversified Enterprises, LLC
985$646.9K0.0%ETFVery LowWilmington, DE2026-10-19
Livet Wealth, LLC
972$638.3K0.4%ETFLowSpanish Fork, UT2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
969$636.4K0.0%GrowthVery LowSeattle, WA2026-10-27
Spire Wealth Management
959$629.8K0.0%GrowthMediumMclean, VA2026-10-30
M Holdings Securities, Inc.
951$6400.0%ETFHighPortland, OR2026-11-03
Jnba Financial Advisors
949$623.4K0.0%ETFMediumBloomington, MN2026-11-03
Almanack Investment Partners, Llc.
943$619.3K0.1%ETFMediumNewtown Square, PA2026-11-03
Park Avenue Securities LLC
940$6170.0%ETFMediumNew York, NY2026-10-26
Shepherd Financial Partners LLC
938$616.0K0.0%ETFLowWinchester, MA2026-11-03
Bell Bank
935$614.0K0.0%ETFLowFargo, ND2026-10-21
Northland Securities, Inc.
928$609.4K0.4%ETFLowMinneapolis, MN2026-11-02
HCR Wealth Advisors
926$608.7K0.0%GrowthLowLos Angeles, CA2026-10-15
Sanchez Gaunt Capital Management, LLC
926$608.1K0.3%ETFN/AReno, NV2026-11-03
J.Safra Asset Management Corp
923$606.1K0.0%ETFLowNew York, NY2026-11-03
Trust Co of Toledo NA
920$604.2K0.0%GrowthVery LowHolland, OH2026-10-16
SevenBridge Financial Group, LLC
917$611.6K0.1%CoreLowHarrisburg, PA2026-10-26
Clear Trail Advisors, LLC
913$599.6K0.1%CoreLowHouston, TX2026-10-20
First Premier Bank
902$5920.0%CoreVery LowSioux Falls, SD2026-10-13
Clear Creek Financial Management, LLC
901$591.5K0.0%ETFMediumSilverdale, WA2026-10-28
Eagle Strategies LLC
900$591.3K0.1%ETFLowNew York, NY2026-10-16
Chicago Capital, LLC
895$587.8K0.0%GrowthLowChicago, IL2026-10-13
Creekside Partners
889$583.5K0.2%ETFVery LowPetaluma, CA2026-11-04
Cullen T Bankers, Inc.
888$583.2K0.0%GrowthLowSan Antonio, TX2026-10-28
First Business Financial Services, Inc.
887$582.5K0.0%ETFVery LowMadison, WI2026-10-29
Flynn Zito Capital Management, LLC
880$577.8K0.2%ETFLowGarden City, NY2026-11-04
Cornerstone Wealth Group, LLC
876$575.3K0.0%CoreMediumHuntersville, NC2026-11-02
Legacy Capital Wealth Partners, LLC
875$574.7K0.1%CoreMediumLittle Rock, AR2026-10-21
Congress Asset Management Co
873$573.3K0.0%GrowthMediumBoston, MA2026-10-06
Huntleigh Advisors, Inc.
870$571.3K0.1%GrowthMediumSt. Louis, MO2026-11-03
Midland Wealth Advisors, LLC
866$568.7K0.0%ETFLowEffingham, IL2026-10-26
Leo Wealth, LLC
866$568.6K0.1%CoreLowHurst, TX2026-10-26
Rockline Wealth Management, LLC
864$567.4K0.1%GrowthLowIslip Terrace, NY2026-10-26
Ritholtz Wealth Management
862$566.1K0.0%IndexLowNew York, NY2026-11-05
Indivisible Partners
860$564.8K0.0%GrowthMediumClearwater, FL2026-10-26
Avior Wealth Management, LLC
858$563.4K0.0%ETFMediumOmaha, NE2026-10-13
Marquette Asset Management, LLC
854$560.8K0.1%ETFVery LowMinneapolis, MN2026-10-09
Duncker Streett & Co Inc
849$557.7K0.1%GrowthLowSt. Louis, MO2026-10-27
Stone Summit Wealth LLC
846$555.6K0.1%ETFLowMiami, FL2026-10-14
Titleist Asset Management, LLC
845$555.1K0.0%ETFLowSan Antonio, TX2026-10-08
Platform Technology Partners
841$552.3K0.1%CoreVery LowLocust Valley, NY2026-11-02
Montis Financial, LLC
840$551.7K0.1%ETFLowWaltham, MA2026-11-04
Eagle Global Advisors LLC
838$550.3K0.0%CoreLowHouston, TX2026-11-02
Missouri Trust & Investment Co
836$549.0K0.1%CoreVery LowSpringfield, MO2026-11-04
DWR Wealth Management, LLC
836$552.0K0.4%ETFLowSan Jose, CA2026-10-13
CoreCap Advisors, LLC
824$541.1K0.0%ETFMediumSouthfield, MI2026-10-08
Long Road Investment Counsel, LLC
820$538.5K0.2%CoreVery LowKalamazoo, MI2026-11-04
Investment Partners, Ltd.
818$537.2K0.1%ETFVery LowNew Philadelphia, OH2026-10-29
Tanglewood Wealth Management, Inc.
813$534.2K0.0%ETFMediumHouston, TX2026-10-23
Tucker Asset Management LLC
811$532.8K0.1%ETFMediumLittleton, CO2026-10-29
Plante Moran Financial Advisors, LLC
810$531.9K0.0%ETFVery LowSouthfield, MI2026-11-04
Parcion Private Wealth LLC
810$531.9K0.0%CoreMediumBellevue, WA2026-10-28
Sunpointe, LLC
803$527.5K0.2%GrowthMediumSt. Louis, MO2026-10-22
Cohen Klingenstein LLC
800$525.4K0.0%CoreVery LowNew York, NY2026-10-15
Roof Eidam Maycock Peralta, LLC
798$524.1K0.1%ETFVery LowSan Francisco, CA2026-10-15
Henderson Brothers Financial Partners, LLC
796$522.7K0.2%ETFN/APittsburgh, PA2026-11-03
Verdence Capital Advisors LLC
793$521.1K0.0%CoreMediumHunt Valley, MD2026-10-26
Delta Financial Advisors LLC
791$519.5K0.1%CoreVery LowMetairie, LA2026-10-27
Washington Trust Bank
790$518.8K0.0%CoreLowSpokane, WA2026-11-03
Apollon Financial, LLC
781$513.2K0.1%ETFVery LowMount Pleasant, SC2026-10-23
Summit Place Financial Advisors, LLC
780$512.2K0.2%CoreMediumSummit, NJ2026-10-23
Deltec Asset Management LLC
780$512.2K0.1%CoreMediumNew York, NY2026-10-26
Gateway Investment Advisers LLC
773$507.6K0.0%GrowthLowCincinnati, OH2026-10-13
OpenArc Corporate Advisory, LLC
773$507.6K0.0%GrowthLowAtlanta, GA2026-10-21
Seelaus Asset Management LLC
767$503.7K0.4%GrowthMediumChatham, NJ2026-10-14
Tower View Wealth Management LLC
764$501.4K0.2%MomentumMediumShorewood, WI2026-10-23
Harbor Group, Inc.
761$499.6K0.1%ETFVery LowBedford, NH2026-10-14
TMB Capital Partners, LLC
756$496.2K0.2%MomentumMediumLittle Rock, AR2026-10-20
Wedmont Private Capital
754$502.5K0.0%IndexVery LowWest Chester, PA2026-10-09
LS Investment Advisors, LLC
748$491.2K0.1%CoreLowBloomfield Hills, MI2026-10-13
Measured Risk Portfolios, Inc.
746$490.0K0.5%YieldMediumSan Diego, CA2026-10-21
Robertson Stephens Wealth Management, LLC
741$487.8K0.0%ETFMediumSan Francisco, CA2026-10-16
LEE Danner & Bass Inc
733$481.4K0.0%ValueVery LowNashville, TN2026-10-27
Isthmus Partners, LLC
733$481.4K0.0%ValueMediumMadison, WI2026-10-21
Compass Planning Associates Inc
727$477.3K0.2%ETFVery LowGreenfield, MA2026-10-13
Diesslin Group, Inc.
722$474.0K0.2%ETFMediumFort Worth, TX2026-10-14
Wagner Wealth Management, LLC
722$474.1K0.1%ETFLowGreenville, SC2026-10-21
First American Bank
717$470.9K0.0%GrowthVery LowDundee, IL2026-10-27
Capital Advisors, Ltd. LLC
717$4710.0%ETFLowShaker Heights, OH2026-10-27
marrick wealth, LLC
715$469.5K0.3%ETFVery LowIrvine, CA2026-10-20
Lawood & Co
710$466.3K0.3%CoreLowWilliamsport, PA2026-10-09
Tred Avon Family Wealth, LLC
707$464.3K0.1%CoreLowEaston, MD2026-10-20
Hickory Point Bank & Trust
703$461.7K0.3%CoreVery LowDecatur, IL2026-10-01
Arwa LLC
702$469.0K0.2%ETFMediumFort Worth, TX2026-10-21
Neumann Capital Management, LLC
700$459.7K0.1%GrowthVery LowFoster City, CA2026-10-15
Coquina Private Wealth LLC
699$459.0K0.3%ETFVery LowPort Charlotte, FL2026-10-27
WealthPLAN Partners, LLC
698$458.4K0.1%CoreMediumOmaha, NE2026-10-15
Watershed Private Wealth LLC
694$455.8K0.1%ETFMediumOak Brook, IL2026-10-30
InTrack Investment Management Inc
692$454.2K0.2%GrowthMediumSouth Burlington, VT2026-10-15
Steinberganna Wealth Management
691$454.1K0.2%ETFLowHuntington, NY2026-10-23
Keudell ison Wealth Management
690$453.1K0.1%ETFMediumSalem, OR2026-10-16
Heartwood Wealth Advisors LLC
688$451.8K0.0%ETFLowRichmond, VA2026-10-05
Founders Grove Wealth Partners, LLC
681$447.2K0.1%ETFLowRichmond, VA2026-10-16
Newman Dignan & Sheerar, Inc.
681$447.2K0.1%ETFLowProvidence, RI2026-10-21
CRA Financial Services, LLC
674$442.6K0.0%ETFVery LowNorthfield, NJ2026-10-16
BIP Wealth, LLC
674$442.6K0.0%ETFMediumAtlanta, GA2026-10-22
Carret Asset Management, LLC
670$440.0K0.0%CoreVery LowNew York, NY2026-11-04
Wealth Architects, LLC
666$437.4K0.0%ETFVery LowMountain View, CA2026-11-03
Selby Wealth Management, LLC
666$437.1K0.2%ETFVery LowEmeryville, CA2026-10-16
Assetmark, Inc
661$434.1K0.0%ETFLowConcord, CA2026-10-21
Contravisory Investment Management, Inc.
661$434.1K0.1%MomentumHighNorwell, MA2026-10-13
Sigma Investment Counselors Inc
659$432.8K0.0%ETFLowNorthville, MI2026-10-27
Wilkins Investment Counsel Inc
650$426.9K0.1%ValueLowBoston, MA2026-11-03
Geneva Partners, LLC
633$415.6K0.1%MomentumHighLake Geneva, WI2026-10-26
Ayrshire Capital Management LLC
632$415.0K0.2%MomentumMediumWestport, CT2026-10-20
Cypress Wealth Services, LLC
626$422.6K0.0%ETFLowPalm Desert, CA2026-10-21
Financial Council, LLC
621$407.8K0.1%ETFVery LowTowson, MD2026-11-02
Avity Investment Management Inc.
621$407.8K0.0%GrowthLowGreenwich, CT2026-10-09
Blue Trust, Inc.
620$406.9K0.0%ETFLowBrentwood, TN2026-10-15
BlueSky Wealth Advisors, LLC
618$405.8K0.0%ETFMediumNew Bern, NC2026-10-29
SYM Financial Corp
618$405.8K0.0%ETFVery LowWinona Lake, IN2026-10-26
Cortland Associates Inc
617$405.0K0.1%ValueMediumSt Louis, MO2026-10-29
HUB Investment Partners, LLC
613$402.7K0.0%GrowthLowAustin, TX2026-11-03
Mlp3, LLC
600$393.8K0.3%CoreVery LowLinwood, NJ2026-10-22
TriaGen Wealth Management LLC
600$394.0K0.1%CoreMediumCalabasas, CA2026-10-14
Summa Corp.
600$394.0K0.1%Agg GrowthLowThe Woodlands, TX2026-10-30
Farmers & Merchants Investments Inc
600$394.0K0.0%CoreVery LowLincoln, NE2026-10-22
PFG Advisors
596$391.2K0.0%ETFMediumPhoenix, AZ2026-10-16
Commonwealth Financial Services, LLC
595$390.7K0.1%ETFMediumVienna, WV2026-10-20
Retirement Planning Co of New England, Inc.
593$389.2K0.1%CoreLowWarwick, RI2026-10-15
Howard Capital Management Group, LLC
590$387.5K0.0%GrowthVery LowLos Angeles, CA2026-10-16
Redw Wealth LLC
586$384.6K0.1%ETFLowAlbuquerque, NM2026-11-02
Ellerson Group Inc
586$396.3K0.2%GrowthLowAnnapolis, MD2026-11-04
Amplius Wealth Advisors, LLC
583$382.9K0.0%ETFLowBlue Bell, PA2026-10-20
Parallel Advisors, LLC
583$383.0K0.0%IndexLowSan Francisco, CA2026-11-03
Norden Group LLC
583$382.9K0.0%GrowthMediumProvo, UT2026-10-20
Claro Advisors Inc.
578$379.6K0.0%CoreLowBoston, MA2026-11-02
Heritage Investment Group, Inc.
575$377.6K0.1%ETFVery LowPompano Beach, FL2026-11-03
Patton Albertson Miller Group, LLC
575$377.6K0.0%CoreLowChattanooga, TN2026-10-26
Canvas Wealth Advisors, LLC
574$388.5K0.1%GrowthLowShawnee, KS2026-11-02
Asset Dedication, LLC
572$375.6K0.0%ETFLowSan Francisco, CA2026-11-03
GC Wealth Management RIA, LLC
570$374.3K0.0%GrowthMediumCambridge, MA2026-11-02
Ledyard National Bank
569$373.7K0.0%CoreLowHanover, NH2026-10-21
Guyasuta Investment Advisors Inc
567$372.2K0.0%CoreVery LowPittsburgh, PA2026-10-15
Well Done, LLC
565$371.0K0.1%ETFLowHolland, MI2026-10-20
Ellis Investment Partners, LLC
562$369.3K0.1%ETFLowBerwyn, PA2026-10-21
NWF Advisory Services Inc.
562$369.1K0.0%GARPLowLos Angeles, CA2026-10-19
Gainline Financial Partners, LLC
560$367.9K0.3%ETFN/ALouisville, CO2026-10-15
WP Advisors, LLC
557$366.1K0.1%CoreLowSan Francisco, CA2026-10-22
High Net Worth Advisory Group LLC
557$365.8K0.1%ETFVery LowNaples, FL2026-10-26
Legacy Financial Strategies, LLC
557$365.8K0.1%ETFLowOverland Park, KS2026-10-15
Trail Ridge Investment Advisors, LLC
556$365.1K0.2%CoreLowFort Collins, CO2026-10-16
TritonPoint Partners, LLC
554$364.8K0.1%CoreMediumChevy Chase, MD2026-11-05
Blackston Financial Advisory Group, LLC
554$363.8K0.2%ETFLowThe Villages, FL2026-11-04
Stanich Group LLC
553$363.2K0.2%ETFVery LowMontauk, NY2026-10-16
RED Lighthouse Investment Management, LLC
550$361.2K0.1%ETFVery LowHillsdale, NY2026-11-02
Optivise Advisory Services LLC
549$360.5K0.2%ETFMediumFranklin, TN2026-10-19
Chatham Capital Group, Inc.
541$355.0K0.0%CoreLowSavannah, GA2026-10-16
BlueChip Wealth Advisors LLC
538$353.3K0.1%ETFMediumMilton, GA2026-11-03
Anchor Capital Advisors LLC
533$350.0K0.0%ValueMediumBoston, MA2026-11-05
XY Planning Network, Inc.
533$350.0K0.0%ETFLowBozeman, MT2026-10-14
Visionary Wealth Advisors
530$347.9K0.0%ETFLowO'Fallon, IL2026-11-04
Chris Bulman Inc
524$344.1K0.1%ETFLowRoseville, CA2026-10-20
J. Team Financial, Inc.
523$343.5K0.3%CoreMediumAbilene, TX2026-11-03
Tarbox Family Office, Inc.
522$342.8K0.0%ETFVery LowNewport Beach, CA2026-10-23
NBH Bank
521$342.1K0.1%CoreN/AGreenwood Village, CO2026-11-05
Redwood Park Advisors LLC
517$339.3K0.2%ETFVery LowRedwood City, CA2026-11-02
S.A. Mason LLC
516$338.9K0.1%GrowthVery LowHolland, MI2026-10-13
First Heartland Consultants, Inc.
516$338.9K0.0%ETFMediumLake St. Louis, MO2026-10-08
Guidance Point Advisors, LLC
515$340.2K0.1%ETFVery LowWellesley, MA2026-10-15
Strategic Advisors LLC
511$335.6K0.1%GrowthLowNew York, NY2026-10-13
Basso Capital Management, L.P.
511$335.6K0.1%ETFMediumStamford, CT2026-10-30
Shaker Investments LLC
503$330.2K0.1%MomentumMediumCleveland, OH2026-11-05
MBL Wealth, LLC
500$328.4K0.0%ETFLowCharlotte, NC2026-10-22
Evolution Wealth Advisors, LLC
500$328.4K0.0%ETFLowAventura, FL2026-11-03
Altfest L J & Co Inc
499$327.9K0.0%ETFHighNew York, NY2026-10-27
Northeast Investment Management
497$326.4K0.0%GrowthVery LowBoston, MA2026-10-30
Berkeley, Inc
489$321.1K0.1%CoreLowBoise, ID2026-10-20
Western Reserve Capital Management, LLC
488$320.5K0.2%ETFLowHudson, OH2026-10-14
Provenance Wealth Advisors, LLC
488$320.5K0.0%ETFLowFort Lauderdale, FL2026-10-30
Gladwyn Financial Advisors, Inc.
486$319.2K0.2%ETFVery LowChantilly, VA2026-10-05
Bfsg, LLC
485$318.5K0.0%CoreLowIrvine, CA2026-10-30
Accurate Wealth Management, LLC
483$322.7K0.0%CoreMediumWesley Chapel, FL2026-10-20
Heritage Wealth Management, Inc.
482$316.3K0.1%CoreLowCincinnati, OH2026-10-28
Camden National Bank
479$314.6K0.0%CoreVery LowCamden, ME2026-11-02
Allspring Global Investments Holdings, LLC
477$316.6K0.0%CoreMediumCharlotte, NC2026-11-04
Friday Financial
477$316.4K0.1%ETFVery LowDubuque, IA2026-10-09
Maryland Capital Advisors Inc.
476$312.6K0.1%ETFVery LowChester, MD2026-10-15
Birch Hill Investment Advisors LLC
475$311.9K0.0%CoreVery LowBoston, MA2026-10-16
Councilor Wealth, LLC
474$311.3K0.1%ETFLowBethesda, MD2026-10-09
Adkins Seale Capital Management LLC
473$310.6K0.3%CoreVery LowShreveport, LA2026-10-27
Lesa Sroufe & Co
470$3090.0%Deep ValueLowSeattle, WA2026-10-29
Nations Financial Group Inc,
470$308.8K0.0%CoreLowCedar Rapids, IA2026-11-05
Bensler, LLC
470$308.5K0.0%MomentumMediumBellevue, WA2026-11-05
Index Fund Advisors, Inc.
469$308.0K0.0%ETFVery LowIrvine, CA2026-11-05
PDS Planning, Inc
468$307.3K0.0%IndexVery LowDublin, OH2026-11-03
Root Financial Partners, LLC
465$305.2K0.0%ETFMediumEncinitas, CA2026-10-21
Advisortrust Partners, LLC
464$304.7K0.1%CoreHighRaleigh, NC2026-11-02
Aspen Investment Management Inc
463$3040.0%GrowthLowGrand Rapids, MI2026-11-05
Ballast Rock Private Wealth LLC
462$303.9K0.1%ETFMediumCharleston, SC2026-10-26
O'Brien Greene & Co. Inc
460$302.1K0.1%CoreLowMedia, PA2026-11-05
Ticino Wealth
460$302.1K0.1%GARPMediumMission Viejo, CA2026-10-13
Mather Group, Llc.
458$300.4K0.0%ETFMediumChicago, IL2026-10-14
Sapient Capital LLC
457$300.8K0.0%GrowthMediumIndianapolis, IN2026-10-08
Evergreen Capital Management LLC
457$301.0K0.0%GARPMediumBellevue, WA2026-10-23
Sound Portfolio Advisors, LLC
456$299.5K0.2%ETFMediumMystic, CT2026-11-05
Global Assets Advisory, LLC
455$307.2K0.1%GrowthHighOrlando, FL2026-10-28
Entrust Financial LLC
451$295.9K0.1%ETFLowWayne, PA2026-11-04
Milestone Asset Management Group, LLC
451$295.9K0.1%ETFVery LowAvon, CT2026-10-20
Gibson Capital, LLC
450$295.5K0.1%ETFVery LowWexford, PA2026-10-23
American National Bank of Texas
450$295.5K0.3%ETFMediumRichardson, TX2026-10-07
Alkeme Wealth, LLC
450$295.5K0.1%ValueLowScottsdale, AZ2026-10-08
Financial Counselors Inc
450$295.5K0.4%ETFHighOverland Park, KS2026-10-22
Fermata Advisors, LLC
449$294.7K0.1%ETFLowSonoma, CA2026-10-13
Financial Partners Group, Inc
448$294.2K0.0%ETFLowOverland Park, KS2026-10-19
Guild Investment Management, Inc.
447$293.5K0.2%GARPMediumWestlake Village, CA2026-11-03
Charles Schwab Trust Co
446$292.9K0.0%ETFLowHenderson, NV2026-10-15
Inspirion Wealth Advisors, LLC
445$292.2K0.0%ETFMediumLibertyville, IL2026-10-09
Aquire Wealth Advisors, LLC
444$291.6K0.1%ETFVery LowSalt Lake City, UT2026-10-23
JSF Financial, LLC
444$291.6K0.0%ETFMediumLos Angeles, CA2026-10-22
Waters Parkerson & Co., LLC
442$290.3K0.0%CoreVery LowNew Orleans, LA2026-11-04
Saxon Interests, Inc.
440$289.0K0.1%ETFMediumHouston, TX2026-10-26
Essex Bank
439$288.3K0.1%CoreLowEssex, CT2026-10-16
Signaturefd, LLC
436$286.4K0.0%IndexLowAtlanta, GA2026-10-23
Smithbridge Asset Management Inc
435$285.7K0.0%GrowthLowChadds Ford, PA2026-10-19
Allegheny Financial Group
433$284.4K0.0%CoreLowPittsburgh, PA2026-11-05
WealthPlan Investment Management, LLC
432$284.0K0.0%GrowthMediumOmaha, NE2026-10-15
Symphony Financial, Ltd. Co.
431$284.3K0.0%GrowthLowHouston, TX2026-10-22
Rose Capital Advisors LLC
431$283.0K0.1%ETFN/AMiami Beach, FL2026-11-04
William Mack & Associates, Inc.
431$283.0K0.1%ETFLowTroy, MI2026-10-27
Capital Asset Advisory Services LLC
431$286.0K0.0%ETFLowWilliamston, MI2026-10-30
DecisionPoint Financial, LLC
430$285.3K0.0%ETFVery LowMesa, AZ2026-10-27
Tranquility Partners, LLC
428$281.1K0.1%CoreLowBrentwood, TN2026-10-20
Investment Advisory Services Inc
426$279.4K0.1%CoreLowThe Woodlands, TX2026-10-27
First Nebraska Trust Co
425$279.1K0.0%CoreVery LowLincoln, NE2026-10-30
Pinnacle Wealth Planning Services, Inc.
422$277.1K0.0%GARPLowMansfield, OH2026-10-27
Excalibur Management Corp
421$276.5K0.1%CoreVery LowWaltham, MA2026-11-02
Boston Trust Walden Corp
420$275.8K0.0%CoreLowBoston, MA2026-10-30
Unified Investment Management
419$275.2K0.2%CoreLowAtlanta, GA2026-10-14
Powerhouse Assets LLC
419$275.0K0.2%ETFVery LowLincoln, MA2026-10-19
Noesis Capital Mangement Corp
419$275.3K0.0%CoreVery LowBoca Raton, FL2026-10-26
Progressive Investment Management Corp
416$273.2K0.1%GrowthLowLake Oswego, OR2026-10-26
BAR Harbor Wealth Management
414$271.9K0.0%CoreLowConcord, NH2026-10-21
Orba Wealth Advisors, L.L.C.
414$271.9K0.2%ETFMediumChicago, IL2026-10-23
Fulton Bank, N.A.
413$271.2K0.0%CoreLowLancaster, PA2026-10-14
Trust Co
411$269.9K0.0%ETFVery LowManhattan, KS2026-10-09
Winebrenner Capital Management LLC
410$269.6K0.2%ETFLowLouisville, KY2026-10-07
Armstrong, Fleming & Moore, Inc
409$268.6K0.1%GrowthVery LowWashington, DC2026-10-28
Factor Wealth Management LTD
409$268.3K0.0%ETFLowChicago, IL2026-10-08
Innovative Wealth Building LLC
408$272.1K0.2%ETFVery LowCalifornia, MD2026-10-14
Hazlett, Burt & Watson, Inc.
407$2670.0%CoreVery LowWheeling, WV2026-11-04
Sheets Smith Wealth Management
406$266.4K0.0%CoreLowWinston-Salem, NC2026-10-16
Hengehold Capital Management LLC
406$266.5K0.0%ETFLowCincinnati, OH2026-10-16
OxenFree Capital LLC
405$273.4K0.1%N/ALowMelbourne, FL2026-10-07
Members Wealth LLC
402$267.1K0.1%ETFLowMedia, PA2026-10-20
Cordatus Wealth Management LLC
400$262.7K0.1%GrowthMediumNewtown, PA2026-10-19
LJI Wealth Management, LLC
400$262.7K0.0%ETFLowIndianapolis, IN2026-10-28
Rockwood Wealth Management, LLC
400$262.7K0.0%ETFVery LowNew Hope, PA2026-10-27
Warren Street Wealth Advisors, LLC
400$262.7K0.1%ETFMediumIrvine, CA2026-11-04
SkyOak Wealth, LLC
400$262.7K0.0%ETFLowSouthfield, MI2026-10-28
S&A Financial Services, Inc.
397$261.0K0.2%ETFN/AOverland Park, KS2026-11-03
Lynx Investment Advisory
397$260.7K0.1%ETFLowWashington, Dc, DC2026-10-27
Summit Financial Wealth Advisors, LLC
396$260.2K0.0%ETFLowLafayette, LA2026-10-15
First Pacific Financial
391$256.7K0.0%ETFLowVancouver, WA2026-10-14
King Luther Capital Management Corp
388$254.8K0.0%CoreLowFort Worth, TX2026-11-05
Nicholas Hoffman & Company, Llc.
383$251.5K0.0%ETFVery LowAtlanta, GA2026-10-30
Foster Group, Inc.
381$250.2K0.0%ETFVery LowUrbandale, IA2026-10-13
Creative Financial Designs Inc
381$249.9K0.0%ETFMediumKokomo, IN2026-11-04
Westside Investment Management, Inc.
380$252.4K0.0%GrowthLowSanta Monica, CA2026-11-02
Confluence Wealth Services, Inc.
377$247.6K0.0%ETFVery LowMcmurray, PA2026-11-05
Enclave Advisors LLC
376$247.2K0.0%ETFMediumAustin, TX2026-10-14
J. L. Bainbridge & Co., Inc.
375$246.3K0.0%GrowthLowSarasota, FL2026-10-20
Arjuna Capital
375$246.3K0.1%MomentumMediumManchester, MA2026-11-03
FSM Wealth Advisors, LLC
375$249.8K0.0%ETFLowCleveland, OH2026-10-27
Fulton Breakefield Broenniman LLC
374$245.6K0.0%GrowthLowBethesda, MD2026-11-03
Tactive Advisors, LLC
373$245.0K0.1%ETFHighJacksonville, FL2026-10-08
Verum Partners LLC
371$243.6K0.0%ETFLowCharlotte, NC2026-10-21
Lotus Asset Management LLC
370$243.0K0.2%ETFN/ANashville, TN2026-10-14
Jacobs & Co
370$2420.0%GrowthLowSan Francisco, CA2026-10-09
Patten & Patten Inc
370$243.0K0.0%CoreLowChattanooga, TN2026-10-26
Weaver Consulting Group
370$243.1K0.0%ETFLowHuntington Beach, CA2026-10-07
Magnus Financial Group LLC
368$241.4K0.0%ETFLowNew York, NY2026-10-21
Broadway Wealth Solutions, Inc.
367$241.0K0.1%ETFVery LowSan Antonio, TX2026-10-21
Copper Harbor Investment Advisors, LLC
365$239.6K0.0%ETFN/AAppleton, WI2026-10-16
Quadrant Capital Group LLC
364$243.4K0.0%CoreLowCincinnati, OH2026-10-20
Integrity Investment Advisors, LLC
360$236.4K0.1%ETFMediumFort Collins, CO2026-11-03
Wealthcare Capital Management LLC
359$235.8K0.0%ETFVery LowRichmond, VA2026-10-21
Forbes J M & Co LLP
358$235.1K0.0%GrowthVery LowBoston, MA2026-10-16
Nordwand Advisors, LLC
357$234.4K0.0%CoreLowRadnor, PA2026-11-05
First County Bank
355$233.1K0.1%GrowthLowStamford, CT2026-10-13
Cynosure Group, LLC
353$231.8K0.0%ETFMediumSalt Lake City, UT2026-11-03
Cadinha & Co LLC
353$231.8K0.0%GrowthLowHonolulu, HI2026-10-22
Oarsman Capital, Inc.
352$231.2K0.0%ETFLowMilwaukee, WI2026-11-05
Silverlake Wealth Management LLC
350$230.1K0.0%ETFLowWilliston, VT2026-10-21
Breakwater Investment Management
349$229.2K0.1%ETFLowSeattle, WA2026-10-20
Great Waters Wealth Management
348$228.8K0.0%ETFVery LowShoreview, MN2026-10-07
First Interstate Bank
346$227.2K0.0%ETFLowBillings, MT2026-10-23
Harbor Investment Advisory, LLC
345$226.6K0.0%GrowthLowLutherville, MD2026-10-13
Strategic Family Wealth Counselors, L.L.C.
343$225.4K0.1%ETFVery LowFairfield, NJ2026-10-29
Financial Futures Ltd Liability Co.
342$224.9K0.1%ETFLowBrielle, NJ2026-10-13
Windsor Capital Management, LLC
336$220.6K0.1%ETFVery LowPhoenix, AZ2026-10-13
Nichols & Pratt Advisers LLP
335$222.2K0.0%CoreLowBoston, MA2026-10-13
Plimoth Trust Co LLC
335$220.0K0.0%CoreLowSwansea, MA2026-10-26
Occidental Asset Management, LLC
333$218.7K0.0%GrowthLowBurlingame, CA2026-11-05
Thompson Davis & Co., Inc.
332$218.0K0.1%CoreMediumRichmond, VA2026-11-05
First Bank & Trust
332$218.0K0.0%CoreLowBrookings, SD2026-10-19
Marino, Stram & Associates LLC
331$217.4K0.0%ETFVery LowBraintree, MA2026-10-22
Garrett Wealth Advisory Group, LLC
328$215.4K0.0%ETFVery LowWeatherford, TX2026-10-22
RAM Investment Partners, LLC
327$215.0K0.0%ETFLowBellevue, WA2026-10-21
Eagle Bluffs Wealth Management LLC
327$215.3K0.1%GARPVery LowColumbia, MO2026-10-20
Crescent Grove Advisors, LLC
325$214.0K0.0%ETFLowLake Forest, IL2026-10-21
Integrated Wealth Management
325$213.4K0.2%ETFHighUniontown, OH2026-10-19
Wingate Wealth Advisors, Inc.
325$213.6K0.1%ETFVery LowLexington, MA2026-10-26
Bank Pictet & Cie (Europe) AG
325$213.4K0.0%GrowthLowFrankfurt Am Main, Hong Kong2026-10-20
MRA Advisory Group
325$213.4K0.1%ETFMediumParsippany, NJ2026-10-07
JB Capital LLC
324$212.7K0.0%ETFMediumWethersfield, CT2026-10-19
Kelsey Financial, LLC
321$210.8K0.2%ETFLowMoorpark, CA2026-10-28
Financial & Tax Architects, LLC
320$210.1K0.0%CoreHighSt Louis, MO2026-10-15
John G Ullman & Associates Inc
319$209.5K0.0%CoreLowCorning, NY2026-11-04
WD Rutherford LLC
319$209.5K0.1%MomentumMediumPortland, OR2026-10-26
Sherry Group, Inc.
318$208.8K0.2%ETFMediumMountain Home, AR2026-10-09
J. Safra Sarasin Holding AG
317$208.2K0.0%CoreMediumBasel, Switzerland2026-10-26
BostonPremier Wealth LLC
313$205.8K0.1%ETFVery LowHanover, MA2026-10-16
Flagship Private Wealth, LLC
313$205.6K0.1%ETFLowWoburn, MA2026-11-05
Capital Advisors Wealth Management, LLC
312$204.9K0.0%ETFLowYakima, WA2026-10-09
Level Wealth Management LLC
312$205.5K0.1%ETFVery LowGreensboro, NC2026-10-23
Strategent Financial, LLC
312$204.9K0.1%ETFLowHarrisonburg, VA2026-10-30
Vision Capital Management, Inc.
310$203.6K0.0%CoreVery LowPortland, OR2026-10-20
Univest Financial Corp
310$203.7K0.0%GrowthLowSouderton, PA2026-11-05
Horizon Wealth Management, LLC
308$202.3K0.0%ETFVery HighLa Grange, IL2026-11-02
Mountain Hill Investment Partners Corp.
300$197.0K0.1%GrowthHighAtlantic Highlands, NJ2026-10-23
Laurel Wealth Advisors LLC
297$195.0K0.0%CoreVery LowCharlotte, NC2026-10-27
Key FInancial Inc
296$194.4K0.0%ETFLowWest Chester, PA2026-11-02
Acropolis Investment Management, LLC
294$193.1K0.0%ETFLowSt. Louis, MO2026-10-08
Markowski Investments
293$192.2K0.0%ETFN/ATampa, FL2026-10-30
Hoese & Co LLP
290$190.4K0.1%ETFLowGlencoe, MN2026-10-21
Blue Bell Private Wealth Management, LLC
282$185.2K0.0%YieldVery LowBlue Bell, PA2026-10-29
Bayban
273$192.0K0.1%ValueLowBayport, MN2026-11-05
Noble Wealth Management PBC
257$168.8K0.1%YieldMediumGreenwood Village, CO2026-10-01
Evermay Wealth Management LLC
250$164.6K0.0%ETFLowArlington, VA2026-11-05
Gleason Group, Inc.
245$160.9K0.0%ETFVery LowProspect, KY2026-10-15
City Holding Co
240$157.6K0.0%CoreLowCharleston, WV2026-10-19
Align Financial, LLC
238$156.3K0.1%ETFVery LowHermantown, MN2026-10-16
Next Level Wealth Planning, LLC
237$155.6K0.1%ETFVery LowMeridian, ID2026-10-29
Bangor Savings Bank
232$152.5K0.0%ETFLowBangor, ME2026-10-06
Comprehensive Financial Planning, Inc.
225$147.9K0.1%Agg GrowthLowEast Petersburg, PA2026-10-27
Atwood & Palmer Inc
223$146.1K0.0%CoreVery LowKansas City, MO2026-10-08
Holos Integrated Wealth LLC
200$132.1K0.1%ETFLowKennett Square, PA2026-10-23
Mascoma Wealth Management LLC
198$130.0K0.0%ETFVery LowHanover, NH2026-10-23
Vermillion Wealth Management, Inc.
191$125.2K0.1%ValueLowRosemount, MN2026-10-26
Godsey & Gibb, Inc
180$118.2K0.0%CoreLowRichmond, VA2026-10-14
Lanark Financial, Inc.
179$117.6K0.0%CoreMediumBirmingham, AL2026-10-26
Community Financial Services Group, LLC
175$116.1K0.0%GrowthLowNewport, VT2026-10-15
Costello Asset Management, Inc
172$113.0K0.0%CoreLowFeasterville, PA2026-10-30
Citizens National Bank Trust Department
168$110.3K0.0%CoreVery LowMeridian, MS2026-11-04
Indiana Trust & Investment Management Co
164$107.7K0.0%GrowthLowMishawaka, IN2026-10-22
Horizons Wealth Management
164$107.7K0.1%ETFLowAsheville, NC2026-10-05
Tower Trust & Investment Co
151$99.2K0.1%GrowthLowDavenport, IA2026-10-28
Fairman Group, LLC
148$97.4K0.1%ETFLowChesterbrook, PA2026-10-26
Marshall & Sterling Wealth Advisors Inc.
148$97.4K0.1%ETFMediumPoughkeepsie, NY2026-10-28
Richardson Capital Management LLC
142$93.3K0.0%ETFLowMenomonee Falls, WI2026-10-23
KFG LLC
141$92.6K0.1%ETFN/ARapid City, SD2026-11-02
MTM Investment Management, LLC
134$88.0K0.0%CoreVery LowSpartanburg, SC2026-10-30
MilWealth Group LLC
133$87.7K0.0%ETFVery LowMilwaukee, WI2026-11-02
American National Bank & Trust
129$84.7K0.0%CoreVery LowWichita Falls, TX2026-10-07
Versant Capital Management, Inc
126$82.7K0.0%GARPLowPhoenix, AZ2026-10-02
Hilltop National Bank
125$82.1K0.0%CoreLowCasper, WY2026-10-14
Washington Trust Advisors, Inc.
125$82.1K0.0%GrowthLowWellesley, MA2026-10-22
Investment Research & Advisory Group, Inc.
122$80.2K0.0%GrowthVery LowAtlanta, GA2026-10-19
First Bancorp, Inc
121$79.5K0.0%ValueVery LowDamariscotta, ME2026-10-26
Ascentis Wealth Management, LLC
120$79.6K0.0%Agg GrowthLowDallas, TX2026-11-03
Archer Investment Corp
119$78.1K0.0%CoreMediumCarmel, IN2026-11-05
Rydar Equities, Inc.
118$78.6K0.0%CoreVery LowWeatherford, TX2026-10-13
Harbor Asset Planning, Inc.
117$77.1K0.1%ETFVery LowBelmont, MA2026-10-23
Thompson Investment Management, Inc.
117$76.8K0.0%ValueMediumMadison, WI2026-10-14
Canton Hathaway, LLC
115$75.5K0.0%ValueLowProvidence, RI2026-10-23
SJS Investment Consulting Inc.
113$74.2K0.0%ETFVery LowSylvania, OH2026-10-26
Buck Wealth Strategies, LLC
109$71.3K0.0%ValueMediumDenver, CO2026-10-28
Fairway Wealth LLC
106$69.6K0.0%ETFLowIndependence, OH2026-10-30
Trellis Wealth Advisors LLC
100$65.7K0.0%ETFVery LowSan Luis Obispo, CA2026-10-19
Kingdom Financial Group Llc.
97$64.0K0.0%ETFMediumPeoria, AZ2026-11-04
Newton One Investments LLC
96$63.3K0.0%ETFVery LowNewark, DE2026-10-14
Owl Creek Wealth Partners LLC
92$60.4K0.0%IndexLowGreenwood Village, CO2026-10-20
Main Street Group, LTD
90$59.1K0.0%ETFMediumGlen Allen, VA2026-10-28
First Community Trust NA
90$59.1K0.0%GrowthLowDubuque, IA2026-10-07
Smallwood Wealth Investment Management, LLC
90$59.1K0.0%ETFVery LowRed Bank, NJ2026-10-30
Albion Financial Group
85$56.1K0.0%GrowthLowSalt Lake City, UT2026-10-21
Ashurst Perkins Coie Trust Co
85$55.8K0.0%CoreVery LowSeattle, WA2026-10-15
North Point Portfolio Managers Corp
85$56.0K0.0%GrowthLowOrange Village, OH2026-10-07
Lloyd Advisory Services, Llc.
84$54.9K0.0%ETFVery HighSuwanee, GA2026-11-02
Southern Michigan Bank & Trust
80$52.5K0.0%ETFLowColdwater, MI2026-10-19
Acumen Wealth Advisors, LLC
79$52.0K0.0%GrowthHighChattanooga, TN2026-11-05
RMG Wealth Management LLC
78$51.7K0.0%ETFVery HighPlatteville, WI2026-10-26
Dorato Capital Management
77$51.1K0.0%ValueVery LowDenver, CO2026-10-08
Foster Dykema Cabot & Partners, LLC
76$50.0K0.0%GrowthLowWaltham, MA2026-10-30
DeDora Capital, Inc.
67$44.0K0.0%ETFVery LowNapa, CA2026-10-26
Pension & Wealth Management Advisors, Inc.
64$42.5K0.0%ETFLowWaltham, MA2026-10-16
Ascentis Independent Advisors
62$40.7K0.0%ETFLowDallas, TX2026-11-03
Quest 10 Wealth Builders, Inc.
62$40.7K0.0%ETFLowFuquay-Varina, VA2026-11-02
Burk Holdings LLC
59$38.7K0.0%ETFVery LowTulsa, OK2026-11-05
City State Bank
58$38.1K0.0%GrowthVery LowNorwalk, IA2026-10-20
High Point Wealth Management, LLC
57$37.2K0.0%ETFLowChester, NJ2026-11-05
Piscataqua Savings Bank
56$36.8K0.0%CoreVery LowPortsmouth, NH2026-10-21
Barnes Dennig Private Wealth Management LLC
51$33.5K0.0%CoreLowCincinnati, OH2026-10-30
DiNuzzo Private Wealth, Inc.
50$32.6K0.0%ETFLowBeaver, PA2026-10-16
First Command Advisory Services, Inc.
49$32.3K0.0%IndexLowFort Worth, TX2026-11-05
Clean Yield Group
49$32.2K0.0%CoreLowNorwich, VT2026-10-28
Concord Wealth Partners
47$31.2K0.0%GrowthLowAbingdon, VA2026-11-02
Signature Equity Partners, LLC
45$29.6K0.0%GrowthMediumColumbus, OH2026-10-29
Security National Bank
45$29.6K0.0%GrowthLowOmaha, NE2026-10-26
Cherry Tree Wealth Management, LLC
44$28.9K0.0%ETFVery LowMinnetonka, MN2026-10-15
Physician Wealth Advisors, Inc.
42$27.6K0.0%ETFMediumMidvale, UT2026-10-20
Monetary Solutions, Ltd
40$26.3K0.0%ETFVery LowDayton, OH2026-10-22
Birch Financial Group, LLC
39$25.5K0.0%CoreLowKeene, NH2026-10-27
GGM Financial LLC
29$18.8K0.0%ETFMediumColumbus, OH2026-11-05
Gables Capital Management Inc.
27$17.7K0.0%GrowthVery LowMiami, FL2026-11-04
Chilton Capital Management LLC
25$16.4K0.0%GrowthMediumHouston, TX2026-10-28
Activest Wealth Management
24$15.8K0.0%ETFLowAventura, FL2026-10-15
Tounjian Advisory Partners, LLC
22$14.4K0.0%GrowthHighFort Myers, FL2026-11-04
CKW Financial Group
20$130.0%ETFVery LowHonolulu, HI2026-10-29
Thurston, Springer, Miller, Herd & Titak, Inc.
20$13.1K0.0%GrowthMediumIndianapolis, IN2026-10-14
Lodestone Wealth Management LLC
20$13.1K0.0%CoreLowSpokane, WA2026-10-14
IFS Advisors, LLC
20$13.1K0.0%ETFLowOverland Park, KS2026-10-14
Murphy & Mullick Capital Management Corp
18$11.8K0.0%GrowthLowSmithtown, NY2026-11-02
Valley National Advisers Inc
17$11.2K0.0%ETFLowBethlehem, PA2026-10-23
Burkett Financial Services, LLC
17$11.7K0.0%ETFLowRock Hill, SC2026-10-01
Nfsg Corp
17$11.0K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Kentucky Trust Co
16$10.5K0.0%CoreVery LowDanville, KY2026-10-15
MJT & Associates Financial Advisory Group, Inc.
16$10.5K0.0%ETFLowMontevideo, MN2026-10-07
Chapman Financial Group, LLC
14$9.2K0.0%CoreVery LowHonolulu, HI2026-10-26
Downshift Financial, LLC
14$9.2K0.0%ETFLowBoulder, CO2026-10-13
Balance Wealth Partners LLC
13$8.6K0.0%ETFMediumWorthington, OH2026-10-27
Olistico Wealth, LLC
12$7.9K0.0%GrowthVery LowTulsa, OK2026-10-05
GHP Investment Advisors, Inc.
12$7.9K0.0%CoreVery LowDenver, CO2026-10-15
Oakworth Capital, Inc.
11$7.2K0.0%ETFLowBirmingham, AL2026-10-26
Rossby Financial, LCC
10$6.6K0.0%ETFMediumMelbourne, FL2026-11-05
Fairscale Capital, LLC
8$5.4K0.0%GrowthVery LowNashua, NH2026-11-04
Tradewinds Capital Management, LLC
5$3.3K0.0%ETFVery HighBellingham, WA2026-10-23
Byrne Asset Management LLC
2$1.3K0.0%CoreLowKingston, NJ2026-10-06
1620 Investment Advisors, Inc.
2$1.3K0.0%ValueLowPlymouth, MA2026-11-04