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CUSIP: 78468R200 | NYSE | 1091 institutional holders

Quarters

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

New York Life Investment Management LLC1,800,555
0.4% of portfolio›$55.5M
Curbstone Financial Management Corp1,341,406
7.1% of portfolio›$41.4M
Facet Wealth, Inc.1,245,242
0.5% of portfolio›$38.4M
Keybank National Association1,132,357
0.1% of portfolio›$34.9M
Beacon Capital Management, Inc.1,115,547
2.2% of portfolio›$34.4M
Farther Finance Advisors, LLC1,009,744
0.2% of portfolio›$31.1M
MFA Wealth Advisors, LLC940,604
4.9% of portfolio›$29.0M
Cornerstone Management, Inc.877,554
4.0% of portfolio›$27.1M
Ameliora Wealth Management Ltd.798,696
7.0% of portfolio›$24.6M
Appleton Partners Inc673,574
0.0% of portfolio›$20.8K
Penobscot Investment Management Company, Inc.636,971
1.4% of portfolio›$19.6M
Towercrest Capital Management573,025
2.5% of portfolio›$17.7M
Alliance Wealth Management Group541,632
3.4% of portfolio›$16.7M
Whitcomb & Hess, Inc.537,870
3.6% of portfolio›$16.6M
Providence First Trust Co535,836
5.5% of portfolio›$16.5M
Commonwealth Equity Services, LLC497,182
0.0% of portfolio›$15.3M
RFG Advisory, LLC479,363
0.2% of portfolio›$14.8M
Prime Capital Investment Advisors, LLC446,795
0.1% of portfolio›$13.8M
Parsons Capital Management Inc394,340
0.5% of portfolio›$12.2M
Matauro, LLC366,355
1.4% of portfolio›$11.3M
Cherry Tree Wealth Management, LLC363,691
2.1% of portfolio›$11.2M
Donoghue Forlines LLC354,268
2.8% of portfolio›$10.9M
Aspetuck Financial Management LLC330,156
6.5% of portfolio›$10.2M
Cedar Mountain Advisors, LLC325,389
1.7% of portfolio›$10.0M
Cannon Advisors, Inc.248,951
4.4% of portfolio›$7.7M
Elevation Capital Advisory, LLC243,296
2.9% of portfolio›$7.5M
Mosley Wealth Management217,799
2.0% of portfolio›$6.7M
Capital Investment Advisors, LLC205,466
0.1% of portfolio›$6.3M
Avity Investment Management Inc.202,638
0.4% of portfolio›$6.2M
Cambridge Investment Research Advisors, Inc.191,563
0.0% of portfolio›$5.9K
Assetmark, Inc188,020
0.0% of portfolio›$5.8M
Truist Financial Corp162,079
0.0% of portfolio›$5.0M
Ridgewood Investments LLC149,034
1.7% of portfolio›$4.6M
Friedenthal Financial147,446
2.0% of portfolio›$4.5M
Eagle Global Advisors LLC140,530
0.1% of portfolio›$4.3M
Sovran Advisors, LLC137,583
0.3% of portfolio›$4.2M
SAX Wealth Advisors, LLC137,253
0.1% of portfolio›$4.2M
Courier Capital LLC136,767
0.2% of portfolio›$4.2M
Asset One Wealth Management LLC125,530
0.3% of portfolio›$3.9M
Sowell Financial Services LLC119,028
0.1% of portfolio›$3.7M
Aries Wealth Management118,811
0.7% of portfolio›$3.7M
Atria Investments, Inc118,194
0.0% of portfolio›$3.6M
Exchange Traded Concepts, LLC113,027
0.0% of portfolio›$3.5M
Wealth Enhancement Advisory Services, LLC110,603
0.0% of portfolio›$3.4M
Gilpin Wealth Management, LLC110,381
2.3% of portfolio›$3.4M
Kestra Private Wealth Services, LLC108,128
0.0% of portfolio›$3.3M
Buska Wealth Management, LLC106,723
1.1% of portfolio›$3.3M
Creative Planning104,340
0.0% of portfolio›$3.2M
Tandem Investment Partners LLC102,659
2.4% of portfolio›$3.2M
Websterrogers Financial Advisors, LLC96,397
0.8% of portfolio›$3.0M
PFG Advisors94,414
0.1% of portfolio›$2.9M
BCS Wealth Management94,199
0.5% of portfolio›$2.9M
United Community Bank92,785
0.9% of portfolio›$2.9M
Aletheian Wealth Advisors LLC84,323
1.0% of portfolio›$2.6M
Flagship Harbor Advisors, LLC78,820
0.1% of portfolio›$2.4M
Marshall & Sterling Wealth Advisors Inc.63,814
1.1% of portfolio›$2.0M
WJ Wealth Management, LLC51,319
0.6% of portfolio›$1.6M
IFP Advisors, Inc48,684
0.0% of portfolio›$1.5M
Portland Financial Advisors Inc47,034
2.5% of portfolio›$1.5M
Horizon Financial Services, LLC46,368
0.5% of portfolio›$1.4M
Hobart Private Capital, LLC45,703
0.2% of portfolio›$1.4M
Partners Wealth Management, LLC44,847
0.1% of portfolio›$1.4M
Chesley Taft & Associates LLC44,450
0.1% of portfolio›$1.4M
Unify Financial Advisors43,675
1.2% of portfolio›$1.3M
Tradewinds Capital Management, LLC43,455
0.2% of portfolio›$1.3M
Collaborative Fund Advisors, LLC39,782
0.7% of portfolio›$1.2M
McBroom & Associates, LLC38,461
0.7% of portfolio›$1.2M
Kestra Advisory Services, LLC37,560
0.0% of portfolio›$1.2M
Milestone Asset Management, LLC35,620
0.2% of portfolio›$1.1M
StoneX Group Inc.35,602
0.0% of portfolio›$1.1M
Fortune Financial Group, Inc.28,286
0.8% of portfolio›$872.3K
Uncommon Cents Investing Inc28,193
0.2% of portfolio›$869.5K
Vise Technologies, Inc.24,511
0.0% of portfolio›$755.9K
Old Port Advisors24,415
0.2% of portfolio›$753.0K
Eagle Capital Management, LLC24,278
0.0% of portfolio›$749
Perigon Wealth Management, LLC23,821
0.0% of portfolio›$734.6K
Sigma Planning Corp23,425
0.0% of portfolio›$722.5K
Blake Schutter Theil Wealth Advisors, LLC22,735
0.5% of portfolio›$701.1K
Woodward Diversified Capital, LLC22,134
0.3% of portfolio›$682.6K
Virtue Capital Management, LLC20,222
0.1% of portfolio›$623.6K
Magnus Financial Group LLC18,721
0.0% of portfolio›$577.4K
Outlook Wealth Advisors, LLC18,154
0.1% of portfolio›$559.9K
Guidance Capital, Inc17,974
0.1% of portfolio›$552.0K
Modera Wealth Management, LLC17,650
0.0% of portfolio›$544.3K
Cordgrass Capital Advisors, LLC16,462
0.2% of portfolio›$507.7K
Worth Asset Management, LLC15,153
0.1% of portfolio›$467.3K
Koshinski Asset Management, Inc.14,871
0.0% of portfolio›$458.6K
Summit Place Financial Advisors, LLC14,820
0.2% of portfolio›$457.0K
Wealthcare Advisory Partners LLC14,412
0.0% of portfolio›$444.5K
Tactive Advisors, LLC14,408
0.1% of portfolio›$444.3K
Apella Capital, LLC14,102
0.0% of portfolio›$433.7K
International Assets Investment Management, LLC13,817
0.0% of portfolio›$424.5K
MTM Investment Management, LLC13,632
0.1% of portfolio›$420.4K
Valpey Financial Services, LLC13,529
0.2% of portfolio›$417.2K
Avior Wealth Management, LLC13,448
0.0% of portfolio›$414.7K
Sage Capital Management, LLC13,042
0.2% of portfolio›$402.2K
Kohmann Bosshard Financial Services, LLC13,014
0.0% of portfolio›$401.4K
Axxcess Wealth Management, LLC12,969
0.0% of portfolio›$400.0K
Riverbend Wealth Management, LLC12,544
0.2% of portfolio›$386.9K
Simplicity Wealth,LLC12,245
0.0% of portfolio›$377.6K
Discipline Wealth Solutions, LLC11,813
0.0% of portfolio›$364.3K
Silverlake Wealth Management LLC11,757
0.1% of portfolio›$362.6K
Omnitrust Wealth Management, Inc11,372
0.4% of portfolio›$350.7K
NBT Bank, N.A.11,185
0.0% of portfolio›$344.9K
Beacon Financial Group10,872
0.0% of portfolio›$335.3K
Lanark Financial, Inc.10,754
0.0% of portfolio›$331.7K
Auour Investments LLC10,122
0.1% of portfolio›$312.2K
Trilogy Capital Inc.9,912
0.0% of portfolio›$305.7K
Cornerstone Wealth, LLC9,828
0.1% of portfolio›$302.8K
Fifth Third Securities, Inc.9,732
0.0% of portfolio›$300.1K
Avantax Planning Partners, Inc.9,646
0.0% of portfolio›$297.5K
Root Financial Partners, LLC9,509
0.0% of portfolio›$293.3K
Opulen Financial Group LLC9,298
0.2% of portfolio›$286.8K
Ashton Thomas Private Wealth, LLC9,229
0.0% of portfolio›$284.6K
MCF Advisors LLC9,226
0.0% of portfolio›$284.5K
Smith Chas P & Associates PA Cpas8,737
0.0% of portfolio›$269.0K
Bath Savings Trust Co8,457
0.0% of portfolio›$260.8K
Advisor OS, LLC8,269
0.0% of portfolio›$255.0K
SBI Securities Co., Ltd.8,076
0.0% of portfolio›$249.1K
Rahlfs Capital, LLC7,735
0.1% of portfolio›$206.4K
NTV Asset Management LLC7,666
0.0% of portfolio›$236.4K
Rockingstone Advisors LLC7,550
0.1% of portfolio›$232.8K
Cap Partners, LLC7,524
0.1% of portfolio›$232.0K
Tempus Wealth Planning, LLC7,514
0.0% of portfolio›$231.7K
Vantage Investment Partners, LLC7,365
0.0% of portfolio›$227.1K
Curtis Advisory Group, LLC7,110
0.0% of portfolio›$219.3K
AGF Management LTD7,095
0.0% of portfolio›$218.8K
My Personal CFO, LLC7,000
0.1% of portfolio›$215.9K
Strategic Blueprint, LLC6,987
0.0% of portfolio›$215.5K
Independent Financial Group, LLC6,918
0.0% of portfolio›$213.4K
Gilbert Capital Group, Inc.6,675
0.1% of portfolio›$205.9K
Grey Ledge Advisors, LLC6,674
0.0% of portfolio›$205.8K
Davenport & Co LLC6,608
0.0% of portfolio›$203.8K
Sonata Capital Group Inc6,600
0.1% of portfolio›$203.5K
Park Avenue Securities LLC6,530
0.0% of portfolio›$201
Lido Advisors, LLC6,511
0.0% of portfolio›$200.8K
Point Nemo Capital, LLC6,293
0.1% of portfolio›$194.1K
Creative Financial Designs Inc6,259
0.0% of portfolio›$193.0K
Capital Investment Advisory Services, LLC5,904
0.0% of portfolio›$182.1K
Private Trust Co NA5,115
0.0% of portfolio›$157.7K
AlphaCentric Advisors LLC5,002
0.1% of portfolio›$154.3K
Hyposwiss Advisors SA4,630
0.1% of portfolio›$142.8K
JFS Wealth Advisors, LLC4,044
0.0% of portfolio›$124.7K
Ashton Thomas Securities, LLC3,875
0.0% of portfolio›$119.5K
Lloyd Advisory Services, Llc.3,604
0.0% of portfolio›$111.1K
Citigroup Inc3,456
0.0% of portfolio›$106.6K
CoreCap Advisors, LLC3,378
0.0% of portfolio›$104.2K
Caldwell Trust Co3,060
0.0% of portfolio›$94.4K
Raleigh Capital Management Inc.2,900
0.0% of portfolio›$89.4K
Wolff Wiese Magana LLC2,464
0.0% of portfolio›$76.0K
Laurel Wealth Advisors LLC2,308
0.0% of portfolio›$71.2K
Coastline Trust Co1,990
0.0% of portfolio›$61.4K
Cullen T Bankers, Inc.1,940
0.0% of portfolio›$59.8K
Harbor Asset Planning, Inc.1,303
0.0% of portfolio›$40.2K
Pinnacle Wealth Planning Services, Inc.1,302
0.0% of portfolio›$40.2K
Rosenberg Matthew Hamilton1,277
0.0% of portfolio›$39.4K
Signature Equity Partners, LLC1,113
0.0% of portfolio›$34.3K
Evolution Wealth Management Inc.872
0.0% of portfolio›$26.9K
Toth Financial Advisory Corp805
0.0% of portfolio›$24.8K
1620 Investment Advisors, Inc.771
0.0% of portfolio›$23.8K
Mather Group, Llc.768
0.0% of portfolio›$23.7K
Quest 10 Wealth Builders, Inc.549
0.0% of portfolio›$16.9K
Gen-Wealth Partners Inc514
0.0% of portfolio›$15.8K
Decker Retirement Planning Inc.480
0.0% of portfolio›$14.8K
Allspring Global Investments Holdings, LLC463
0.0% of portfolio›$14.2K
Triumph Capital Management404
0.0% of portfolio›$12.5K
Gamma Investing LLC378
0.0% of portfolio›$11.7K
Bank of New Hampshire350
0.0% of portfolio›$10.8K
Realta Investment Advisors339
0.0% of portfolio›$10.4K
Cape Investment Advisory, Inc.311
0.0% of portfolio›$9.6K
Spire Wealth Management311
0.0% of portfolio›$9.6K
Center for Financial Planning, Inc.292
0.0% of portfolio›$9.0K
Kingdom Financial Group Llc.248
0.0% of portfolio›$7.6K
Glass Jacobson Investment Advisors llc244
0.0% of portfolio›$7.5K
Y.D. More Investments Ltd225
0.0% of portfolio›$6.9K
Blue Trust, Inc.164
0.0% of portfolio›$5.1K
First Bancorp, Inc150
0.0% of portfolio›$4.6K
Jnba Financial Advisors85
0.0% of portfolio›$2.6K
Hickory Point Bank & Trust80
0.0% of portfolio›$2.5K
High Note Wealth, LLC32
0.0% of portfolio›$987
Parallel Advisors, LLC32
0.0% of portfolio›$987
Networth Advisors, LLC22
0.0% of portfolio›$686
Meriwether Wealth & Planning, LLC2
0.0% of portfolio›$62
Golden State Wealth Management, LLC1
0.0% of portfolio›$31
StyleTurnoverLocationFiled
New York Life Investment Management LLC
1,800,555$55.5M0.4%GrowthLowNew York, NY2026-11-04
Curbstone Financial Management Corp
1,341,406$41.4M7.1%CoreLowManchester, NH2026-10-21
Facet Wealth, Inc.
1,245,242$38.4M0.5%IndexVery LowWest Palm Beach, FL2026-11-04
Keybank National Association
1,132,357$34.9M0.1%CoreLowBrooklyn, OH2026-11-04
Beacon Capital Management, Inc.
1,115,547$34.4M2.2%ETFMediumDayton, OH2026-10-13
Farther Finance Advisors, LLC
1,009,744$31.1M0.2%IndexLowSan Francisco, CA2026-10-08
MFA Wealth Advisors, LLC
940,604$29.0M4.9%ETFMediumPittsburgh, PA2026-10-07
Cornerstone Management, Inc.
877,554$27.1M4.0%ETFVery LowDuluth, GA2026-10-16
Ameliora Wealth Management Ltd.
798,696$24.6M7.0%ETFLowZurich, Switzerland2026-10-23
Appleton Partners Inc
673,574$20.8K0.0%GrowthLowBoston, MA2026-10-30
Penobscot Investment Management Company, Inc.
636,971$19.6M1.4%GrowthLowBoston, MA2026-10-26
Towercrest Capital Management
573,025$17.7M2.5%ETFVery LowNewtown, PA2026-10-23
Alliance Wealth Management Group
541,632$16.7M3.4%ETFLowFlemington, NJ2026-10-29
Whitcomb & Hess, Inc.
537,870$16.6M3.6%ETFVery LowAshland, OH2026-10-07
Providence First Trust Co
535,836$16.5M5.5%ETFMediumScottsdale, AZ2026-11-02
Commonwealth Equity Services, LLC
497,182$15.3M0.0%ETFLowWaltham, MA2026-11-02
RFG Advisory, LLC
479,363$14.8M0.2%ETFMediumBirmingham, AL2026-11-03
Prime Capital Investment Advisors, LLC
446,795$13.8M0.1%ETFLowOverland Park, KS2026-10-20
Parsons Capital Management Inc
394,340$12.2M0.5%CoreLowProvidence, RI2026-10-28
Matauro, LLC
366,355$11.3M1.4%ETFLowNew York, NY2026-11-03
Cherry Tree Wealth Management, LLC
363,691$11.2M2.1%ETFVery LowMinnetonka, MN2026-10-15
Donoghue Forlines LLC
354,268$10.9M2.8%CoreVery HighBoston, MA2026-11-02
Aspetuck Financial Management LLC
330,156$10.2M6.5%GrowthVery LowWestport, CT2026-11-04
Cedar Mountain Advisors, LLC
325,389$10.0M1.7%ETFVery LowLake Oswego, OR2026-10-15
Cannon Advisors, Inc.
248,951$7.7M4.4%GrowthHighCharlotte, NC2026-10-14
Elevation Capital Advisory, LLC
243,296$7.5M2.9%ETFVery HighBend, OR2026-10-29
Mosley Wealth Management
217,799$6.7M2.0%ETFHighAnaheim, CA2026-10-16
Capital Investment Advisors, LLC
205,466$6.3M0.1%CoreLowAtlanta, GA2026-10-22
Avity Investment Management Inc.
202,638$6.2M0.4%GrowthLowGreenwich, CT2026-10-09
Cambridge Investment Research Advisors, Inc.
191,563$5.9K0.0%ETFLowFairfield, IA2026-11-02
Assetmark, Inc
188,020$5.8M0.0%ETFLowConcord, CA2026-10-21
Truist Financial Corp
162,079$5.0M0.0%CoreLowCharlotte, NC2026-10-30
Ridgewood Investments LLC
149,034$4.6M1.7%ValueMediumSpringfield, NJ2026-10-05
Friedenthal Financial
147,446$4.5M2.0%ETFHighMarlton, NJ2026-10-27
Eagle Global Advisors LLC
140,530$4.3M0.1%CoreLowHouston, TX2026-11-02
Sovran Advisors, LLC
137,583$4.2M0.3%ETFMediumSan Diego, CA2026-11-02
SAX Wealth Advisors, LLC
137,253$4.2M0.1%ETFVery LowParsippany, NJ2026-10-13
Courier Capital LLC
136,767$4.2M0.2%ETFLowBuffalo, NY2026-10-19
Asset One Wealth Management LLC
125,530$3.9M0.3%GrowthLowBellevue, WA2026-11-02
Sowell Financial Services LLC
119,028$3.7M0.1%CoreLowNorth Little Rock, AR2026-10-23
Aries Wealth Management
118,811$3.7M0.7%CoreVery LowPortland, ME2026-10-23
Atria Investments, Inc
118,194$3.6M0.0%CoreMediumCharlotte, NC2026-10-15
Exchange Traded Concepts, LLC
113,027$3.5M0.0%GrowthMediumOklahoma City, OK2026-10-28
Wealth Enhancement Advisory Services, LLC
110,603$3.4M0.0%CoreLowPlymouth, MN2026-10-13
Gilpin Wealth Management, LLC
110,381$3.4M2.3%GrowthLowDenver, CO2026-10-09
Kestra Private Wealth Services, LLC
108,128$3.3M0.0%GrowthLowAustin, TX2026-10-30
Buska Wealth Management, LLC
106,723$3.3M1.1%ETFMediumWausau, WI2026-10-08
Creative Planning
104,340$3.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Tandem Investment Partners LLC
102,659$3.2M2.4%ETFLowBordentown, NJ2026-10-16
Websterrogers Financial Advisors, LLC
96,397$3.0M0.8%ETFVery LowFlorence, SC2026-11-02
PFG Advisors
94,414$2.9M0.1%ETFMediumPhoenix, AZ2026-10-16
BCS Wealth Management
94,199$2.9M0.5%ETFVery LowJohnson City, TN2026-11-03
United Community Bank
92,785$2.9M0.9%CoreLowGreenville, SC2026-10-28
Aletheian Wealth Advisors LLC
84,323$2.6M1.0%ETFVery LowBellevue, WA2026-10-08
Flagship Harbor Advisors, LLC
78,820$2.4M0.1%ETFMediumBoston, MA2026-10-26
Marshall & Sterling Wealth Advisors Inc.
63,814$2.0M1.1%ETFMediumPoughkeepsie, NY2026-10-28
WJ Wealth Management, LLC
51,319$1.6M0.6%ETFMediumGlendale, AZ2026-11-03
IFP Advisors, Inc
48,684$1.5M0.0%GrowthLowTampa, FL2026-10-16
Portland Financial Advisors Inc
47,034$1.5M2.5%ETFVery LowPort Washington, NY2026-10-26
Horizon Financial Services, LLC
46,368$1.4M0.5%ETFLowWinston Salem, NC2026-11-04
Hobart Private Capital, LLC
45,703$1.4M0.2%ETFMediumCharlotte, NC2026-10-19
Partners Wealth Management, LLC
44,847$1.4M0.1%CoreLowCarmel By The Sea, CA2026-10-28
Chesley Taft & Associates LLC
44,450$1.4M0.1%CoreLowChicago, IL2026-10-13
Unify Financial Advisors
43,675$1.3M1.2%ETFMediumClearwater, FL2026-11-03
Tradewinds Capital Management, LLC
43,455$1.3M0.2%ETFVery HighBellingham, WA2026-10-23
Collaborative Fund Advisors, LLC
39,782$1.2M0.7%GrowthVery HighReno, NV2026-11-02
McBroom & Associates, LLC
38,461$1.2M0.7%GrowthLowLas Vegas, NV2026-10-29
Kestra Advisory Services, LLC
37,560$1.2M0.0%CoreLowAustin, TX2026-11-02
Milestone Asset Management, LLC
35,620$1.1M0.2%GrowthHighPittsburgh, PA2026-10-15
StoneX Group Inc.
35,602$1.1M0.0%ETFMediumNew York, NY2026-11-03
Fortune Financial Group, Inc.
28,286$872.3K0.8%ETFHighNaples, FL2026-10-22
Uncommon Cents Investing Inc
28,193$869.5K0.2%ValueVery LowJanesville, WI2026-10-20
Vise Technologies, Inc.
24,511$755.9K0.0%IndexLowNew York, NY2026-10-29
Old Port Advisors
24,415$753.0K0.2%GARPLowPortland, ME2026-10-23
Eagle Capital Management, LLC
24,278$7490.0%GrowthVery LowMandeville, LA2026-10-19
Perigon Wealth Management, LLC
23,821$734.6K0.0%GrowthLowSan Francisco, CA2026-10-22
Sigma Planning Corp
23,425$722.5K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Blake Schutter Theil Wealth Advisors, LLC
22,735$701.1K0.5%ETFLowDayton, OH2026-11-02
Woodward Diversified Capital, LLC
22,134$682.6K0.3%CoreLowBakersfield, CA2026-10-21
Virtue Capital Management, LLC
20,222$623.6K0.1%GrowthHighBrentwood, TN2026-10-29
Magnus Financial Group LLC
18,721$577.4K0.0%ETFLowNew York, NY2026-10-21
Outlook Wealth Advisors, LLC
18,154$559.9K0.1%ETFMediumShenandoah, TX2026-10-28
Guidance Capital, Inc
17,974$552.0K0.1%ETFMediumLousville, KY2026-11-03
Modera Wealth Management, LLC
17,650$544.3K0.0%ETFVery LowWestwood, NJ2026-10-28
Cordgrass Capital Advisors, LLC
16,462$507.7K0.2%CoreLowRaleigh, NC2026-10-30
Worth Asset Management, LLC
15,153$467.3K0.1%ETFHighDallas, TX2026-10-07
Koshinski Asset Management, Inc.
14,871$458.6K0.0%ETFLowDecatur, IL2026-10-29
Summit Place Financial Advisors, LLC
14,820$457.0K0.2%CoreMediumSummit, NJ2026-10-23
Wealthcare Advisory Partners LLC
14,412$444.5K0.0%ETFLowWest Chester, PA2026-10-21
Tactive Advisors, LLC
14,408$444.3K0.1%ETFHighJacksonville, FL2026-10-08
Apella Capital, LLC
14,102$433.7K0.0%ETFVery LowWest Hartford, CT2026-10-08
International Assets Investment Management, LLC
13,817$424.5K0.0%CoreVery HighOrlando, FL2026-11-02
MTM Investment Management, LLC
13,632$420.4K0.1%CoreVery LowSpartanburg, SC2026-10-30
Valpey Financial Services, LLC
13,529$417.2K0.2%ETFVery LowConcord, NH2026-10-30
Avior Wealth Management, LLC
13,448$414.7K0.0%ETFMediumOmaha, NE2026-10-13
Sage Capital Management, LLC
13,042$402.2K0.2%ETFLowStockton, NJ2026-10-20
Kohmann Bosshard Financial Services, LLC
13,014$401.4K0.0%ETFLowFairlawn, OH2026-11-04
Axxcess Wealth Management, LLC
12,969$400.0K0.0%CoreLowCarlsbad, CA2026-10-21
Riverbend Wealth Management, LLC
12,544$386.9K0.2%GrowthLowMyrtle Beach, SC2026-10-15
Simplicity Wealth,LLC
12,245$377.6K0.0%ETFLowSummit, NJ2026-10-23
Discipline Wealth Solutions, LLC
11,813$364.3K0.0%ETFLowGreenville, SC2026-10-14
Silverlake Wealth Management LLC
11,757$362.6K0.1%ETFLowWilliston, VT2026-10-21
Omnitrust Wealth Management, Inc
11,372$350.7K0.4%ETFN/AJacksonville, FL2026-11-02
NBT Bank, N.A.
11,185$344.9K0.0%CoreLowNorwich, NY2026-10-21
Beacon Financial Group
10,872$335.3K0.0%ETFMediumDallas, TX2026-10-19
Lanark Financial, Inc.
10,754$331.7K0.0%CoreMediumBirmingham, AL2026-10-26
Auour Investments LLC
10,122$312.2K0.1%ETFLowWoburn, MA2026-10-28
Trilogy Capital Inc.
9,912$305.7K0.0%ETFMediumIrvine, CA2026-10-20
Cornerstone Wealth, LLC
9,828$302.8K0.1%ETFMediumGreeneville, TN2026-10-28
Fifth Third Securities, Inc.
9,732$300.1K0.0%ETFLowCincinnati, OH2026-10-21
Avantax Planning Partners, Inc.
9,646$297.5K0.0%ETFLowDubuque, IA2026-11-03
Root Financial Partners, LLC
9,509$293.3K0.0%ETFMediumEncinitas, CA2026-10-21
Opulen Financial Group LLC
9,298$286.8K0.2%ETFVery LowArlington, VA2026-10-22
Ashton Thomas Private Wealth, LLC
9,229$284.6K0.0%CoreMediumScottsdale, AZ2026-11-03
MCF Advisors LLC
9,226$284.5K0.0%ETFLowLexington, KY2026-10-28
Smith Chas P & Associates PA Cpas
8,737$269.0K0.0%CoreVery LowLakeland, FL2026-10-22
Bath Savings Trust Co
8,457$260.8K0.0%CoreLowBath, ME2026-10-07
Advisor OS, LLC
8,269$255.0K0.0%ETFMediumChicago, IL2026-11-03
SBI Securities Co., Ltd.
8,076$249.1K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Rahlfs Capital, LLC
7,735$206.4K0.1%CoreLowLake Kiowa, TX2026-10-23
NTV Asset Management LLC
7,666$236.4K0.0%GrowthLowCharleston, WV2026-10-23
Rockingstone Advisors LLC
7,550$232.8K0.1%GrowthLowGreat Barrington, MA2026-10-16
Cap Partners, LLC
7,524$232.0K0.1%ETFLowFranklin, TN2026-10-19
Tempus Wealth Planning, LLC
7,514$231.7K0.0%ETFMediumIrvine, CA2026-10-14
Vantage Investment Partners, LLC
7,365$227.1K0.0%CoreMediumKansas City, MO2026-10-27
Curtis Advisory Group, LLC
7,110$219.3K0.0%ETFLowSanta Barbara, CA2026-10-28
AGF Management LTD
7,095$218.8K0.0%GrowthHighToronto, Australia2026-11-03
My Personal CFO, LLC
7,000$215.9K0.1%ETFHighVancouver, WA2026-10-14
Strategic Blueprint, LLC
6,987$215.5K0.0%ETFLowAtlanta, GA2026-10-22
Independent Financial Group, LLC
6,918$213.4K0.0%GrowthLowSan Diego, CA2026-10-13
Gilbert Capital Group, Inc.
6,675$205.9K0.1%ETFHighNorth Yarmouth, ME2026-10-28
Grey Ledge Advisors, LLC
6,674$205.8K0.0%CoreLowGuilford, CT2026-11-02
Davenport & Co LLC
6,608$203.8K0.0%CoreMediumRichmond, VA2026-10-14
Sonata Capital Group Inc
6,600$203.5K0.1%ETFVery LowSeattle, WA2026-10-19
Park Avenue Securities LLC
6,530$2010.0%ETFMediumNew York, NY2026-10-26
Lido Advisors, LLC
6,511$200.8K0.0%GrowthLowLos Angeles, CA2026-11-04
Point Nemo Capital, LLC
6,293$194.1K0.1%GARPVery HighDripping Springs, TX2026-11-03
Creative Financial Designs Inc
6,259$193.0K0.0%ETFMediumKokomo, IN2026-11-04
Capital Investment Advisory Services, LLC
5,904$182.1K0.0%CoreMediumRaleigh, NC2026-10-30
Private Trust Co NA
5,115$157.7K0.0%CoreLowCleveland, OH2026-10-20
AlphaCentric Advisors LLC
5,002$154.3K0.1%CoreHighSan Juan, PR2026-11-03
Hyposwiss Advisors SA
4,630$142.8K0.1%ETFLowGeneva, Switzerland2026-10-26
JFS Wealth Advisors, LLC
4,044$124.7K0.0%ETFVery LowHermitage, PA2026-11-03
Ashton Thomas Securities, LLC
3,875$119.5K0.0%ETFMediumRochester, NY2026-10-26
Lloyd Advisory Services, Llc.
3,604$111.1K0.0%ETFVery HighSuwanee, GA2026-11-02
Citigroup Inc
3,456$106.6K0.0%CoreMediumNew York, NY2026-11-04
CoreCap Advisors, LLC
3,378$104.2K0.0%ETFMediumSouthfield, MI2026-10-08
Caldwell Trust Co
3,060$94.4K0.0%GrowthLowVenice, FL2026-10-30
Raleigh Capital Management Inc.
2,900$89.4K0.0%CoreMediumCary, NC2026-10-28
Wolff Wiese Magana LLC
2,464$76.0K0.0%GrowthLowCarslbad, CA2026-10-15
Laurel Wealth Advisors LLC
2,308$71.2K0.0%CoreVery LowCharlotte, NC2026-10-27
Coastline Trust Co
1,990$61.4K0.0%GrowthVery LowProvidence, RI2026-10-01
Cullen T Bankers, Inc.
1,940$59.8K0.0%GrowthLowSan Antonio, TX2026-10-28
Harbor Asset Planning, Inc.
1,303$40.2K0.0%ETFVery LowBelmont, MA2026-10-23
Pinnacle Wealth Planning Services, Inc.
1,302$40.2K0.0%GARPLowMansfield, OH2026-10-27
Rosenberg Matthew Hamilton
1,277$39.4K0.0%ETFVery LowGrand Junction, CO2026-10-05
Signature Equity Partners, LLC
1,113$34.3K0.0%GrowthMediumColumbus, OH2026-10-29
Evolution Wealth Management Inc.
872$26.9K0.0%ETFMediumFort Myers, FL2026-10-28
Toth Financial Advisory Corp
805$24.8K0.0%CoreLowLeesburg, VA2026-10-08
1620 Investment Advisors, Inc.
771$23.8K0.0%ValueLowPlymouth, MA2026-11-04
Mather Group, Llc.
768$23.7K0.0%ETFMediumChicago, IL2026-10-14
Quest 10 Wealth Builders, Inc.
549$16.9K0.0%ETFLowFuquay-Varina, VA2026-11-02
Gen-Wealth Partners Inc
514$15.8K0.0%CoreLowZeeland, MI2026-11-04
Decker Retirement Planning Inc.
480$14.8K0.0%Agg GrowthVery HighLevi, UT2026-10-19
Allspring Global Investments Holdings, LLC
463$14.2K0.0%CoreMediumCharlotte, NC2026-11-04
Triumph Capital Management
404$12.5K0.0%ETFMediumDenver, CO2026-10-14
Gamma Investing LLC
378$11.7K0.0%IndexVery LowFoster City, CA2026-10-08
Bank of New Hampshire
350$10.8K0.0%CoreLowLaconia, NH2026-10-06
Realta Investment Advisors
339$10.4K0.0%GrowthMediumWilmington, DE2026-10-14
Cape Investment Advisory, Inc.
311$9.6K0.0%ETFLowMcdonough, GA2026-10-13
Spire Wealth Management
311$9.6K0.0%GrowthMediumMclean, VA2026-10-30
Center for Financial Planning, Inc.
292$9.0K0.0%ETFLowSouthfied, MI2026-10-26
Kingdom Financial Group Llc.
248$7.6K0.0%ETFMediumPeoria, AZ2026-11-04
Glass Jacobson Investment Advisors llc
244$7.5K0.0%ETFLowOwings Mills, MD2026-10-26
Y.D. More Investments Ltd
225$6.9K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Blue Trust, Inc.
164$5.1K0.0%ETFLowBrentwood, TN2026-10-15
First Bancorp, Inc
150$4.6K0.0%ValueVery LowDamariscotta, ME2026-10-26
Jnba Financial Advisors
85$2.6K0.0%ETFMediumBloomington, MN2026-11-03
Hickory Point Bank & Trust
80$2.5K0.0%CoreVery LowDecatur, IL2026-10-01
High Note Wealth, LLC
32$9870.0%ETFVery LowDeephaven, MN2026-10-27
Parallel Advisors, LLC
32$9870.0%IndexLowSan Francisco, CA2026-11-03
Networth Advisors, LLC
22$6860.0%ETFMediumCanonsburg, PA2026-11-03
Meriwether Wealth & Planning, LLC
2$620.0%ETFMediumMinden, LA2026-10-13
Golden State Wealth Management, LLC
1$310.0%ETFMediumSanta Ana, CA2026-11-02