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SS Spdr BB 1-3M T-Bill ETF (BIL)

CUSIP: 78468R663 | NYSE | 2547 institutional holders

Quarters

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

Assetmark, Inc4,440,758
0.7% of portfolio›$407.0M
3Edge Asset Management, LP4,270,915
16.7% of portfolio›$391.4M
USA Financial Formulas3,277,174
58.4% of portfolio›$300.3M
Counterpoint Mutual Funds LLC3,214,569
25.4% of portfolio›$294.6M
Ashton Thomas Private Wealth, LLC2,170,438
4.0% of portfolio›$198.9M
Oppenheimer Asset Management Inc.2,167,325
2.1% of portfolio›$198.6M
Cambridge Investment Research Advisors, Inc.1,967,228
0.0% of portfolio›$180.3K
MBL Wealth, LLC1,618,191
8.9% of portfolio›$148.3M
Creative Planning1,408,213
0.1% of portfolio›$129.0M
AGF Management LTD1,367,764
0.5% of portfolio›$125.3M
Truist Financial Corp1,166,160
0.1% of portfolio›$106.9M
Atria Investments, Inc831,970
0.7% of portfolio›$76.2M
Commonwealth Equity Services, LLC776,995
0.1% of portfolio›$71.2M
Capital Asset Advisory Services LLC756,317
2.4% of portfolio›$69.3M
Concurrent Investment Advisors, LLC747,372
0.5% of portfolio›$68.5M
Innovative Advisory Group, LLC722,695
48.2% of portfolio›$66.2M
Howard Capital Management, LLC653,474
0.7% of portfolio›$59.9M
Verdence Capital Advisors LLC595,294
2.3% of portfolio›$54.6M
Brookstone Capital Management593,798
0.5% of portfolio›$54.4M
Relyea Zuckerberg Hanson LLC581,092
4.4% of portfolio›$53.3M
Mirae Asset Global Investments Co., Ltd.580,000
0.1% of portfolio›$53.2M
Scheeler Financial LLC577,680
40.1% of portfolio›$52.9M
Hippocratic Financial Advisors, LLC562,086
20.3% of portfolio›$51.5M
McGuire Investment Group, LLC543,111
4.4% of portfolio›$49.8M
Salomon & Ludwin, LLC541,791
4.1% of portfolio›$49.6M
Elevation Point Wealth Partners, LLC536,089
0.8% of portfolio›$49.1M
CoreCap Advisors, LLC528,269
1.4% of portfolio›$48.4M
Barry Investment Advisors, LLC527,775
9.2% of portfolio›$48.4M
B. Riley Wealth Advisors, Inc.513,880
1.8% of portfolio›$47.1M
Perigon Wealth Management, LLC512,083
0.7% of portfolio›$46.9M
St. Louis Financial Planners Asset Management, LLC504,299
19.2% of portfolio›$46.1M
Portside Wealth Group, LLC486,648
4.9% of portfolio›$44.6M
Park Avenue Securities LLC485,255
0.0% of portfolio›$44.5K
Tectonic Advisors LLC467,670
2.0% of portfolio›$42.9M
D.A. Davidson & Co.465,785
0.2% of portfolio›$42.7M
EverSource Wealth Advisors, LLC462,027
1.4% of portfolio›$42.3M
Twelve Points Wealth Management LLC424,665
7.3% of portfolio›$38.9M
Virtue Capital Management, LLC421,172
5.0% of portfolio›$38.6M
Gradient Investments LLC410,501
0.5% of portfolio›$37.6M
Auour Investments LLC408,645
10.6% of portfolio›$37.4M
Sicart Associates LLC401,607
8.9% of portfolio›$36.8M
Oppenheimer & Co Inc398,887
0.4% of portfolio›$36.6M
Cypress Capital, LLC391,632
9.5% of portfolio›$35.9M
RFG Advisory, LLC389,862
0.5% of portfolio›$35.7M
Bison Wealth, LLC383,734
2.9% of portfolio›$35.1M
North Capital, Inc.371,727
24.3% of portfolio›$34.0M
Park Edge Advisors, LLC347,941
6.7% of portfolio›$31.9M
Wealth Enhancement Advisory Services, LLC347,098
0.0% of portfolio›$28.8M
Certuity, LLC343,568
1.5% of portfolio›$31.5M
Donoghue Forlines LLC335,068
7.8% of portfolio›$30.7M
Heritage OAK Wealth Advisors LLC328,312
9.2% of portfolio›$30.1M
Prescott Group Capital Management, L.L.C.323,956
2.7% of portfolio›$29.7M
Udine Wealth Management, Inc.308,653
11.2% of portfolio›$28.3M
High Note Wealth, LLC307,275
4.6% of portfolio›$28.2M
CapWealth Advisors, LLC299,435
2.1% of portfolio›$27.4M
Lido Advisors, LLC294,200
0.1% of portfolio›$27.0M
Farther Finance Advisors, LLC287,740
0.2% of portfolio›$26.4M
Carrera Capital Advisors285,822
3.7% of portfolio›$26.2M
Founders Grove Wealth Partners, LLC285,018
5.2% of portfolio›$26.1M
CWA Asset Management Group, LLC280,000
0.8% of portfolio›$25.7M
SMI Advisory Services, LLC279,283
4.1% of portfolio›$25.6M
Integrity Alliance, Llc.277,488
0.8% of portfolio›$25.4M
DT Investment Partners, LLC276,199
1.8% of portfolio›$25.3M
Asset One Wealth Management LLC271,475
2.1% of portfolio›$24.9M
Berkshire Money Management, Inc.255,807
2.0% of portfolio›$23.4M
Hibernia Wealth Partners, LLC245,822
11.7% of portfolio›$22.5M
Yacktman Asset Management LP245,273
0.3% of portfolio›$22.5M
Financial & Tax Architects, LLC238,988
4.5% of portfolio›$21.9M
Islay Capital Management, LLC238,026
10.3% of portfolio›$21.8M
Strategic Advisors LLC235,813
4.6% of portfolio›$21.6M
Integrated Advisors Network LLC235,663
1.0% of portfolio›$21.6M
Citigroup Inc234,512
0.0% of portfolio›$21.5M
Turning Point Benefit Group, Inc.231,635
8.7% of portfolio›$21.2M
Keating Investment Counselors Inc227,661
5.5% of portfolio›$20.9M
RIA Advisory Group LLC226,826
5.9% of portfolio›$20.8M
Three Seasons Wealth, LLC218,280
1.8% of portfolio›$20.0M
TKG Advisors, LLC217,998
6.8% of portfolio›$20.0M
Boston Standard Wealth Management, LLC216,366
2.8% of portfolio›$19.8M
Calamos Wealth Management LLC216,294
0.6% of portfolio›$19.8M
Ebert Capital Management Inc.214,227
17.1% of portfolio›$19.6M
Beaumont Financial Advisors, LLC213,188
1.2% of portfolio›$19.5M
Marathon Capital Management212,907
4.0% of portfolio›$19.5M
Lavelle Capital LP205,127
9.8% of portfolio›$18.8M
Beacon Financial Group204,974
1.7% of portfolio›$18.8M
Saratoga Research & Investment Management202,746
1.0% of portfolio›$18.6M
Exchange Traded Concepts, LLC202,340
0.1% of portfolio›$18.5M
Pathway Financial Advisors LLC199,952
2.0% of portfolio›$18.3M
Apella Capital, LLC192,571
0.2% of portfolio›$17.6M
Axxcess Wealth Management, LLC184,564
0.7% of portfolio›$16.9M
Blueprint Investment Partners LLC183,651
1.4% of portfolio›$16.8M
Trilogy Capital Inc.180,122
0.6% of portfolio›$16.5M
Benedict Financial Advisors Inc178,298
3.2% of portfolio›$16.3M
Advisor OS, LLC178,203
1.1% of portfolio›$16.3M
Bell Bank176,029
0.6% of portfolio›$16.1M
Beacon Capital Management, Inc.175,288
1.0% of portfolio›$16.1M
Norden Group LLC173,409
1.2% of portfolio›$15.9M
Teamwork Financial Advisors, LLC171,103
1.7% of portfolio›$15.7M
Trek Financial, LLC170,032
0.7% of portfolio›$15.6M
G&S Capital LLC167,656
4.5% of portfolio›$15.4M
Elevation Capital Advisory, LLC165,629
6.0% of portfolio›$15.2M
Vivid Wealth Management, LLC164,076
5.4% of portfolio›$15.0M
Ryan Investment Management, Inc.162,522
6.2% of portfolio›$14.9M
Stableford Capital II LLC161,486
5.1% of portfolio›$14.8M
Treasure Coast Financial Planning160,082
7.0% of portfolio›$14.7M
Arta Finance Wealth Management LLC159,941
6.9% of portfolio›$14.6M
GLR Partners, LLC159,837
6.8% of portfolio›$14.6M
Pacific Capital Wealth Advisors, Inc.154,594
2.0% of portfolio›$14.2M
Kestra Advisory Services, LLC153,317
0.0% of portfolio›$14.0M
Kathmere Capital Management, LLC153,107
0.7% of portfolio›$14.0M
Apollon Wealth Management, LLC151,378
0.2% of portfolio›$13.9M
PFG Private Wealth Management, LLC151,042
5.9% of portfolio›$13.8M
Eagle Rock Investment Company, LLC146,043
1.7% of portfolio›$13.4M
Alliance Wealth Advisors, LLC143,260
2.4% of portfolio›$13.1M
Biltmore Wealth Management, LLC142,072
4.0% of portfolio›$13.0M
Patten Group, Inc.140,419
2.0% of portfolio›$12.9M
Fiduciary Alliance LLC139,808
1.0% of portfolio›$12.8M
Savior LLC139,235
35.4% of portfolio›$12.8M
Capital Wealth Alliance, LLC137,688
5.5% of portfolio›$12.6M
Verus Capital Partners, LLC136,296
0.7% of portfolio›$12.5M
Altfest L J & Co Inc135,405
1.2% of portfolio›$12.4M
Ramiah Investment Group134,282
9.5% of portfolio›$12.3M
Cairn Investment Group, Inc.134,095
0.0% of portfolio›$12.3K
Plan Group Financial, LLC133,418
2.4% of portfolio›$12.2M
HighRoad Wealth Advisors, LLC133,346
10.2% of portfolio›$12.2M
J2 Capital Management Inc133,099
7.7% of portfolio›$12.2M
Malaga Cove Capital, LLC132,035
3.9% of portfolio›$12.1M
White Lighthouse Investment Management Inc.131,600
1.5% of portfolio›$12.1M
Montis Financial, LLC130,496
2.5% of portfolio›$12.0M
Guidance Capital, Inc130,280
2.6% of portfolio›$11.9M
Simplicity Wealth,LLC129,853
0.3% of portfolio›$11.9M
LVW Advisors, LLC125,891
1.0% of portfolio›$11.5M
Montag A & Associates Inc124,464
0.5% of portfolio›$11.4M
Csenge Advisory Group123,298
0.4% of portfolio›$11.3M
Harbor Investment Advisory, LLC121,472
0.8% of portfolio›$11.1M
Capital Advisors, Ltd. LLC119,421
0.0% of portfolio›$10.9K
Quaker Wealth Management, LLC117,283
3.1% of portfolio›$10.7M
Guild Investment Management, Inc.114,495
6.7% of portfolio›$10.5M
Independent Financial Group, LLC109,424
0.2% of portfolio›$10.0M
OpenArc Corporate Advisory, LLC109,196
0.1% of portfolio›$10.0M
AdvisorNet Financial, Inc107,336
0.4% of portfolio›$9.8M
Private Management Group Inc107,199
0.3% of portfolio›$9.8M
CFS Investment Advisory Services, LLC107,121
0.6% of portfolio›$9.8M
SP Asset Management LLC106,033
0.7% of portfolio›$9.7M
Brown, Lisle Ings, Inc.104,961
2.1% of portfolio›$9.6M
Keybank National Association103,769
0.0% of portfolio›$9.5M
Reyes Financial Architecture, Inc.103,419
5.8% of portfolio›$9.5M
Balefire, LLC101,657
1.5% of portfolio›$9.3M
Strategic Wealth Investment Group, LLC101,030
1.1% of portfolio›$9.3M
Davenport & Co LLC100,777
0.0% of portfolio›$9.2M
Gibbs Wealth Management99,517
1.0% of portfolio›$9.1M
Kohmann Bosshard Financial Services, LLC99,079
0.8% of portfolio›$9.1M
Crescent Grove Advisors, LLC98,995
0.8% of portfolio›$9.1M
Beam Wealth Advisors, Inc.98,773
2.0% of portfolio›$9.1M
West Financial Advisors, LLC98,496
1.4% of portfolio›$9.0M
Meridian Wealth Management, LLC97,901
0.3% of portfolio›$9.0M
Signal Advisors Wealth, LLC97,164
0.4% of portfolio›$8.9M
Farmers & Merchants Trust Co of Chambersburg PA96,777
0.0% of portfolio›$8.9K
Strategent Financial, LLC96,724
4.4% of portfolio›$8.9M
Curran Financial Partners, LLC96,722
1.4% of portfolio›$8.9M
Flagship Harbor Advisors, LLC96,243
0.3% of portfolio›$8.8M
Certior Financial Group, LLC96,121
4.8% of portfolio›$8.8M
Wesbanco Bank Inc95,132
0.3% of portfolio›$8.7M
Diversify Wealth Management, LLC94,356
0.1% of portfolio›$8.6M
Diversify Advisory Services, LLC94,356
0.1% of portfolio›$8.6M
Tompkins Financial Corp94,325
0.6% of portfolio›$8.6M
Climber Capital SA93,525
2.4% of portfolio›$3.8M
AlphaCore Capital LLC91,904
0.1% of portfolio›$8.4M
Paragon Capital Management Inc90,248
6.3% of portfolio›$8.3M
Blueprint Financial Advisors LLC87,355
0.9% of portfolio›$8.0M
Capstone Wealth Management Group, Inc.86,947
4.7% of portfolio›$8.0M
Lunt Capital Management, Inc.86,765
3.0% of portfolio›$8.0M
Prospera Financial Services Inc86,173
0.1% of portfolio›$7.9M
Purewater Capital LLC84,621
6.1% of portfolio›$7.8M
Genus Capital Management Inc.83,978
0.8% of portfolio›$7.7M
Mid-American Wealth Advisory Group, Inc.83,652
2.7% of portfolio›$7.7M
Victory Financial Group, LLC83,534
0.7% of portfolio›$7.7M
Legacy Capital Wealth Partners, LLC82,514
1.6% of portfolio›$7.6M
Acorn Financial Advisory Services Inc82,337
0.9% of portfolio›$7.5M
Aviance Capital Partners, LLC82,015
0.8% of portfolio›$7.5M
KG Capital Management81,040
4.5% of portfolio›$7.4M
Professional Financial Advisors, LLC80,883
1.3% of portfolio›$7.4M
TD Waterhouse Canada Inc.80,432
0.0% of portfolio›$7.4M
Lifetime Wealth Management P.C.80,280
4.4% of portfolio›$7.4M
Fagan Associates, Inc.79,438
0.8% of portfolio›$7.3M
Sagespring Wealth Partners, LLC79,292
0.1% of portfolio›$7.3M
4Wealth Advisors, Inc.78,290
5.0% of portfolio›$7.2M
J.Safra Asset Management Corp77,493
0.3% of portfolio›$7.1M
SLT Holdings LLC77,443
4.1% of portfolio›$7.1M
Boomfish Wealth Group, LLC77,213
3.1% of portfolio›$7.1M
Titan Investment Management LLC77,074
5.2% of portfolio›$7.1M
Sovran Advisors, LLC76,969
0.5% of portfolio›$7.1M
Kassira Wealth Management LLC76,876
5.6% of portfolio›$7.0M
Entrewealth, LLC76,227
2.5% of portfolio›$7.0M
VestGen Advisors, LLC74,711
0.2% of portfolio›$6.8M
IPG Investment Advisors LLC74,217
1.0% of portfolio›$6.8M
MGO One Seven LLC74,197
0.1% of portfolio›$6.8M
Vigilare Wealth Management72,885
2.0% of portfolio›$6.7M
WealthPlan Investment Management, LLC72,312
0.3% of portfolio›$6.6M
WealthTrust Asset Management, LLC72,160
3.7% of portfolio›$6.6M
Wheelhouse Advisory Group LLC71,754
1.7% of portfolio›$6.6M
Clear Trail Advisors, LLC71,324
1.0% of portfolio›$6.5M
Inscription Capital, LLC70,705
0.7% of portfolio›$6.5M
Iams Wealth Management, LLC70,392
1.9% of portfolio›$6.5M
Stone Wealth Partners70,023
2.2% of portfolio›$6.4M
Alhambra Investment Management LLC68,609
2.7% of portfolio›$6.3M
Matrix Trust Co68,555
0.0% of portfolio›$6.3K
PW Nova Financial Services LLC68,178
1.3% of portfolio›$6.2M
Sacks & Associates, LLC67,906
4.3% of portfolio›$6.2M
Lionsbridge Wealth Management LLC67,804
6.9% of portfolio›$6.2M
Spire Wealth Management67,557
0.2% of portfolio›$6.2M
Kingswood Wealth Advisors, LLC67,436
0.2% of portfolio›$6.2M
Fiduciary Financial Group, LLC67,168
0.7% of portfolio›$6.2M
National Wealth Management Group, LLC67,004
1.8% of portfolio›$6.1M
Curated Wealth Partners LLC66,498
0.5% of portfolio›$6.1M
Artesa Financial Group, LLC66,130
4.9% of portfolio›$6.1M
Innealta Capital, LLC63,741
3.2% of portfolio›$5.8M
Modera Wealth Management, LLC63,356
0.1% of portfolio›$5.8M
Baring Financial LLC62,798
3.1% of portfolio›$5.8M
TriaGen Wealth Management LLC62,193
1.4% of portfolio›$5.7M
Wedbush Securities Inc60,708
0.0% of portfolio›$5.6K
Cyndeo Wealth Partners, LLC58,329
0.2% of portfolio›$5.3M
MCF Advisors LLC58,236
0.2% of portfolio›$5.3M
Crestwood Advisors Group, LLC58,025
0.1% of portfolio›$5.3M
Krilogy Financial LLC57,936
0.1% of portfolio›$5.3M
Discipline Wealth Solutions, LLC57,710
0.5% of portfolio›$5.3M
Private Trust Co NA57,620
0.4% of portfolio›$5.3M
Strategic Blueprint, LLC55,653
0.2% of portfolio›$5.1M
Bailard, Inc.55,391
0.1% of portfolio›$5.1M
Raub Brock Capital Management LP54,835
1.5% of portfolio›$5.0M
Titleist Asset Management, LLC54,504
0.3% of portfolio›$5.0M
Graves Light Lenhart Wealth, Inc.54,134
0.5% of portfolio›$5.0M
Financial Network Wealth Advisors LLC54,077
4.9% of portfolio›$5.0M
Financial Solutions Advisory Group, Inc.53,398
0.6% of portfolio›$4.9M
Beacon Wealthcare LLC53,110
1.5% of portfolio›$4.9M
Unique Wealth Strategies, LLC52,342
1.8% of portfolio›$4.8M
Concord Wealth Partners51,862
0.6% of portfolio›$4.8M
October Effect Ltd50,741
4.7% of portfolio›$4.6M
Kestra Private Wealth Services, LLC50,487
0.0% of portfolio›$4.6M
Citizens Financial Group Inc49,651
0.1% of portfolio›$4.6M
Financial Management Professionals, Inc.49,258
0.4% of portfolio›$4.5M
Oliver Luxxe Assets LLC48,506
0.7% of portfolio›$4.4M
Concord Asset Management, LLC48,216
0.7% of portfolio›$4.4M
Forza Wealth Management, LLC48,032
1.3% of portfolio›$4.4M
Culbertson A N & Co Inc47,375
0.5% of portfolio›$4.3M
Sherman Wealth Management LLC47,028
3.1% of portfolio›$4.3M
Chatham Capital Group, Inc.46,621
0.5% of portfolio›$4.3M
Core Wealth Partners LLC46,248
1.7% of portfolio›$4.2M
Kennedy Investment Group, Inc.45,536
1.3% of portfolio›$4.2M
Deltec Asset Management LLC45,000
0.6% of portfolio›$4.1M
Dean, Jacobson Financial Services, LLC44,942
2.3% of portfolio›$4.1M
Worth Asset Management, LLC44,791
1.2% of portfolio›$4.1M
Alchemi Wealth, LLC44,299
1.8% of portfolio›$4.1M
Procyon Advisors, LLC43,880
0.2% of portfolio›$4.0M
Spartan Planning & Wealth Management43,187
2.6% of portfolio›$4.0M
Values First Advisors, Inc.43,077
1.9% of portfolio›$3.9M
Founders Financial Securities LLC42,811
0.2% of portfolio›$3.9M
Zega Investments, LLC42,659
0.4% of portfolio›$3.9M
Wealth Enhancement Trust Services, Inc.42,600
0.4% of portfolio›$3.9M
SFI Advisors, LLC42,289
3.2% of portfolio›$3.9M
Cape Investment Advisory, Inc.41,977
1.0% of portfolio›$3.8M
Vontobel Holding Ltd.41,955
0.0% of portfolio›$3.8M
Journey Retirement Planning & Investment Management LLC40,792
2.7% of portfolio›$3.7M
Hohimer Wealth Management, LLC39,738
0.4% of portfolio›$3.6M
Wealthcare Advisory Partners LLC39,639
0.1% of portfolio›$3.6M
M Holdings Securities, Inc.39,223
0.0% of portfolio›$3.6K
Elmwood Wealth Management, Inc.38,999
0.9% of portfolio›$3.6M
1834 Investment Advisors Co38,794
0.4% of portfolio›$3.6M
Greenfield Seitz Capital Management, LLC38,448
1.0% of portfolio›$3.5M
JBR Co Financial Management Inc38,242
1.3% of portfolio›$3.5M
Freestate Advisors LLC37,555
2.6% of portfolio›$3.4M
StoneX Group Inc.37,531
0.1% of portfolio›$3.4M
Global Assets Advisory, LLC37,179
0.8% of portfolio›$3.4M
IFP Advisors, Inc37,128
0.1% of portfolio›$3.4M
Convergence Financial, LLC36,697
0.5% of portfolio›$3.4M
Roan Capital Partners36,459
2.4% of portfolio›$3.3M
Pecaut & Co.36,327
1.0% of portfolio›$3.3M
One Day In July LLC36,200
0.2% of portfolio›$3.3M
Gilpin Wealth Management, LLC35,773
2.2% of portfolio›$3.3M
Moulton Wealth Management, Inc35,457
2.2% of portfolio›$3.2M
Focus Financial Network, Inc.35,287
0.1% of portfolio›$3.2M
Catherine Avery Investment Management LLC35,221
2.8% of portfolio›$3.2M
Pioneer Wealth Management Group35,166
0.8% of portfolio›$3.2M
GK Wealth Management LLC34,908
1.8% of portfolio›$3.2M
Choreo, LLC34,557
0.0% of portfolio›$3.2M
Hara Capital LLC34,536
1.5% of portfolio›$3.2M
Tempus Wealth Planning, LLC34,395
0.6% of portfolio›$3.2M
RDA Financial Network34,326
0.7% of portfolio›$3.1M
Foguth Wealth Management, Llc.33,979
0.3% of portfolio›$3.1M
Lake Hills Wealth Management, LLC33,964
1.4% of portfolio›$3.1M
Parallel Advisors, LLC33,553
0.0% of portfolio›$3.1M
Prime Capital Investment Advisors, LLC33,416
0.0% of portfolio›$3.1M
Valen Private Capital, LLC33,276
0.9% of portfolio›$3.0M
Jnba Financial Advisors33,271
0.2% of portfolio›$3.0M
Unison Advisors LLC33,196
0.2% of portfolio›$3.0M
TD Private Client Wealth LLC32,674
0.1% of portfolio›$3.0M
Shore Point Advisors, LLC32,405
0.9% of portfolio›$3.0M
Vise Technologies, Inc.32,107
0.0% of portfolio›$2.9M
NorthCrest Asset Manangement, LLC31,898
0.1% of portfolio›$2.9M
Sowell Financial Services LLC31,877
0.1% of portfolio›$2.9M
Alps Advisors Inc31,690
0.0% of portfolio›$2.9M
Cornerstone Wealth Group, LLC31,508
0.2% of portfolio›$2.9M
Hardworking Capital Advisors, LLC31,282
2.4% of portfolio›$2.9M
Hudson Oak Wealth Advisory LLC31,227
2.2% of portfolio›$2.9M
Lanark Financial, Inc.30,782
0.2% of portfolio›$2.8M
Tlwm30,049
0.4% of portfolio›$2.8M
Lpwm LLC29,625
0.6% of portfolio›$2.7M
Tucker Asset Management LLC29,349
0.7% of portfolio›$2.7M
Old National Bancorp28,969
0.1% of portfolio›$2.7M
Invenio Wealth Partners LLC28,543
0.9% of portfolio›$2.6M
Pearl Planning LLC28,114
1.1% of portfolio›$2.6M
Lakewood Asset Management LLC28,113
1.3% of portfolio›$2.6M
Kopion Asset Management, LLC27,886
1.6% of portfolio›$2.6M
Accurate Wealth Management, LLC27,879
0.2% of portfolio›$2.6M
Net Worth Advisory Group27,662
0.6% of portfolio›$2.5M
Sigma Planning Corp27,565
0.1% of portfolio›$2.5M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors27,524
0.1% of portfolio›$2.5M
JIM Saulnier & Associates, LLC27,326
1.0% of portfolio›$2.5M
Live Oak Private Wealth LLC27,078
0.3% of portfolio›$2.5M
Tactive Advisors, LLC26,980
0.6% of portfolio›$2.5M
Optivise Advisory Services LLC26,722
1.2% of portfolio›$2.4M
Cornerstone Planning, LLC26,629
0.5% of portfolio›$2.4M
Jcic Asset Management Inc.26,234
1.0% of portfolio›$2.4M
SkyOak Wealth, LLC26,232
0.4% of portfolio›$2.4M
Coyle Financial Counsel LLC26,112
0.4% of portfolio›$2.4M
PFG Advisors25,772
0.1% of portfolio›$2.4M
NTV Asset Management LLC25,752
0.2% of portfolio›$2.4M
Pekin Hardy Strauss, Inc.25,156
0.2% of portfolio›$2.3M
Randolph Co Inc24,570
0.2% of portfolio›$2.3M
FSM Wealth Advisors, LLC24,303
0.2% of portfolio›$2.2M
Outbound Financial Inc23,867
1.4% of portfolio›$2.2M
Balance Wealth Partners LLC23,850
0.5% of portfolio›$2.2M
Willow Creek Wealth Management Inc.23,742
0.1% of portfolio›$2.2M
Aurora Investment Managers, Llc.23,447
0.0% of portfolio›$2.1K
Souders Financial Advisors23,007
0.2% of portfolio›$2.1M
Bricktown Capital, LLC22,496
0.4% of portfolio›$2.1M
Tennessee Valley Asset Management Partners22,474
0.2% of portfolio›$2.1M
PVG Asset Management Corp22,433
1.4% of portfolio›$2.1M
Financial Planning Fort Collins, LLC22,378
1.5% of portfolio›$2.1M
Avior Wealth Management, LLC22,229
0.1% of portfolio›$2.0M
Quartz Partners, LLC22,058
0.6% of portfolio›$2.0M
Walser Wealth Management Company, A Ltd Liability Co21,996
0.8% of portfolio›$2.0M
Independent Wealth Network Inc.21,936
0.5% of portfolio›$2.0M
Blue Capital, Inc.21,910
1.2% of portfolio›$2.0M
Walkner Condon Financial Advisors LLC21,836
0.2% of portfolio›$2.0M
Harmony Asset Management LLC21,769
0.5% of portfolio›$2.0M
Parkside Financial Bank & Trust21,705
0.1% of portfolio›$2.0M
American Institute for Advanced Investment Management, LLP21,695
1.2% of portfolio›$2.0M
Sanchez Gaunt Capital Management, LLC21,627
1.1% of portfolio›$2.0M
Saxon Interests, Inc.21,128
0.7% of portfolio›$1.9M
Private Client Services, LLC21,045
0.5% of portfolio›$1.9M
Waycross Investment Management Co20,656
1.5% of portfolio›$1.9M
Fifth Third Securities, Inc.20,552
0.1% of portfolio›$1.9M
Guardian Partners Inc.20,525
0.2% of portfolio›$1.9M
Wespac Advisors, LLC20,503
1.0% of portfolio›$1.9M
Upper Left Wealth Management, LLC19,619
0.9% of portfolio›$1.8M
Sage Mountain Advisors LLC19,566
0.1% of portfolio›$1.8M
Larry Mathis Financial Planning, LLC19,536
1.5% of portfolio›$1.8M
Hengehold Capital Management LLC19,431
0.1% of portfolio›$1.8M
Fjell Capital, LLC19,345
1.0% of portfolio›$1.8M
J. Safra Sarasin Holding AG19,130
0.0% of portfolio›$1.8M
Norway Savings Bank19,013
0.7% of portfolio›$1.7M
International Assets Investment Management, LLC18,938
0.1% of portfolio›$1.7M
Onyx Bridge Wealth Group LLC18,509
0.1% of portfolio›$1.7M
Beese Fulmer Investment Management, Inc.18,506
0.1% of portfolio›$1.7M
Parkway Wealth Management Group, LLC18,500
0.2% of portfolio›$1.7M
Third View Private Wealth, LLC18,365
0.2% of portfolio›$1.7M
Carlton Hofferkamp & Jenks Wealth Management, LLC18,340
0.5% of portfolio›$1.7M
New Harbor Financial Group, LLC18,118
0.2% of portfolio›$1.7M
Transce3nd, LLC18,028
1.6% of portfolio›$1.7M
Rosenberg Matthew Hamilton17,941
0.3% of portfolio›$1.6M
Ascentis Independent Advisors17,791
0.1% of portfolio›$1.6M
First Horizon Corp17,704
0.1% of portfolio›$1.6M
DBK Financial Counsel, LLC17,191
1.3% of portfolio›$1.6M
Revisor Wealth Management LLC17,154
0.4% of portfolio›$1.6M
Marion Wealth Management17,115
0.3% of portfolio›$1.6M
Prairiewood Capital, LLC17,113
0.4% of portfolio›$1.6M
Integrity Advisory Solutions, LLC17,091
0.2% of portfolio›$1.6M
United Advisor Group, LLC17,084
0.1% of portfolio›$1.6M
Robinson Value Management, Ltd.17,015
0.9% of portfolio›$1.6M
Pacific Park Financial, Inc.16,462
0.9% of portfolio›$1.5M
First Citizens Financial Corp16,186
0.6% of portfolio›$1.5M
Ameliora Wealth Management Ltd.16,163
0.4% of portfolio›$1.5M
Capital CS Group, LLC15,961
1.1% of portfolio›$1.5M
RPG Investment Advisory, LLC15,930
0.3% of portfolio›$1.5M
Paulson Wealth Management Inc.15,900
0.3% of portfolio›$1.5M
Dorval Corp15,606
0.4% of portfolio›$1.4M
Catalyst Capital Advisors LLC15,500
0.0% of portfolio›$1.4M
SteelPeak Wealth, LLC15,111
0.0% of portfolio›$1.4M
JGP Wealth Management, LLC14,800
0.1% of portfolio›$1.4M
Buck Wealth Strategies, LLC14,661
0.1% of portfolio›$1.3M
Griffith & Werner, Inc.14,567
0.5% of portfolio›$1.3M
Diversified Management Inc14,470
0.2% of portfolio›$1.3M
Tortuga Wealth Management, Inc13,745
0.9% of portfolio›$1.3M
Ascent Wealth Partners, LLC13,540
0.1% of portfolio›$1.2M
Robinswood Financial LLC13,505
0.4% of portfolio›$1.2M
Pinkerton Wealth, LLC13,470
0.2% of portfolio›$1.2M
Eastern Bank13,467
0.0% of portfolio›$1.2M
Ascent Group, LLC13,267
0.0% of portfolio›$1.2M
HB Wealth Management, LLC13,083
0.0% of portfolio›$1.2M
Smart Wealth LLC12,890
0.2% of portfolio›$1.2M
Invariant Investment Management12,882
0.7% of portfolio›$1.2M
Highline Wealth Partners LLC12,561
0.2% of portfolio›$1.2M
Brown Miller Wealth Management, LLC12,534
0.3% of portfolio›$1.1M
Baker Tilly Wealth Management, LLC12,526
0.2% of portfolio›$1.1M
Focused Wealth Management, Inc12,291
0.1% of portfolio›$1.1M
Attessa Capital LLC12,279
0.5% of portfolio›$1.1M
Pinnacle Associates LTD12,115
0.0% of portfolio›$1.1M
Welch Group, LLC11,993
0.0% of portfolio›$1.1M
Mccarter Private Wealth Services LLC11,937
0.4% of portfolio›$1.1M
Bourgeon Capital Management LLC11,780
0.2% of portfolio›$1.1M
Dynamic Advisor Solutions LLC11,767
0.0% of portfolio›$1.1M
BayBridge Capital Group, LLC11,687
0.6% of portfolio›$1.1M
Castleview Partners, LLC11,630
0.5% of portfolio›$1.1M
Flagstar Securities, Inc11,628
0.3% of portfolio›$1.1M
Blue Trust, Inc.11,578
0.0% of portfolio›$1.1M
XY Planning Network, Inc.11,510
0.1% of portfolio›$1.1M
Comprehensive Financial Planning, Inc.11,494
0.6% of portfolio›$1.1M
Ashton Thomas Securities, LLC11,304
0.0% of portfolio›$193.5K
Rockport Wealth LLC11,260
0.2% of portfolio›$1.0M
Monument Capital Management11,245
0.2% of portfolio›$1.0M
Intrua Financial, LLC11,197
0.1% of portfolio›$1.0M
Seed Wealth Management, Inc.11,170
0.6% of portfolio›$1.0M
Briaud Financial Planning Inc11,116
0.2% of portfolio›$1.0M
Cornerstone Wealth Management, LLC11,115
0.0% of portfolio›$1.0M
Richmond Investment Services, LLC11,049
0.3% of portfolio›$1.0M
Aspiriant, LLC11,000
0.0% of portfolio›$1.0M
Sunpointe, LLC10,951
0.3% of portfolio›$1.0M
Tsfg, LLC10,937
0.0% of portfolio›$1.0K
Sound Income Strategies, LLC10,860
0.0% of portfolio›$993.4K
Royal Fund Management, LLC10,712
0.1% of portfolio›$981.7K
Optima Capital LLC10,641
0.4% of portfolio›$975.1K
Diversified Portfolios, Inc.10,597
0.1% of portfolio›$971.1K
Creekside Partners10,594
0.4% of portfolio›$970.9K
Global View Capital Management LLC10,565
0.2% of portfolio›$968.2K
Eddie Patel Inc10,529
0.6% of portfolio›$964.9K
Realta Investment Advisors10,519
0.3% of portfolio›$964.0K
Steel Grove Capital Advisors, LLC10,517
0.1% of portfolio›$963.8K
Nfsg Corp10,480
0.1% of portfolio›$960.4K
TFB Advisors LLC10,366
0.4% of portfolio›$949.9K
Pittenger & Anderson Inc10,260
0.0% of portfolio›$940.2K
Wealth Architects, LLC10,093
0.1% of portfolio›$925.0K
SeaCrest Wealth Management, LLC9,995
0.1% of portfolio›$915.9K
Capital Planning LLC9,861
0.2% of portfolio›$903.7K
Leading Edge Financial Planning LLC9,837
0.2% of portfolio›$901.5K
Occidental Asset Management, LLC9,763
0.1% of portfolio›$894.7K
CPR Investments Inc.9,509
0.6% of portfolio›$871.4K
Raab & Moskowitz Asset Management LLC9,388
0.2% of portfolio›$860.3K
MBA Advisors LLC9,348
0.3% of portfolio›$856.7K
Unique Wealth, LLC9,246
0.1% of portfolio›$847.3K
Burke & Herbert Bank & Trust Co9,215
0.2% of portfolio›$844.5K
Creative Financial Designs Inc8,971
0.0% of portfolio›$822.1K
MFG Wealth Management, Inc.8,876
0.6% of portfolio›$813.4K
B.O.S.S. Retirement Advisors, LLC8,871
0.2% of portfolio›$812.9K
Hobart Private Capital, LLC8,680
0.1% of portfolio›$795.4K
Claro Advisors Inc.8,662
0.1% of portfolio›$793.7K
Balboa Wealth Partners8,604
0.1% of portfolio›$788.5K
Forvis Mazars Wealth Advisors, LLC8,602
0.0% of portfolio›$788.3K
SAX Wealth Advisors, LLC8,549
0.0% of portfolio›$783.4K
Richardson Financial Services Inc.8,512
0.4% of portfolio›$780.0K
Elwood & Goetz Wealth Advisory Group, LLC8,488
0.1% of portfolio›$777.8K
Kestra Investment Management, LLC8,450
0.0% of portfolio›$774.3K
Encompass More Asset Management8,394
0.1% of portfolio›$769.2K
CFG Wealth Management Services, Inc.8,390
0.7% of portfolio›$766.9K
Signature Estate & Investment Advisors LLC8,255
0.0% of portfolio›$756.5K
Retireful, LLC8,185
0.6% of portfolio›$750.1K
Total Clarity Wealth Management, Inc.8,162
0.1% of portfolio›$748.0K
Mitchell Sinkler & Starr8,021
0.3% of portfolio›$735.1K
Triad Wealth Partners, LLC8,000
0.0% of portfolio›$733.1K
Arlington Trust Co LLC7,999
0.1% of portfolio›$733.0K
Portfolio Design Labs, LLC7,908
0.1% of portfolio›$724.7K
Focused Alpha, LLC7,868
0.2% of portfolio›$721.0K
Columbia Advisory Partners LLC7,855
0.4% of portfolio›$719.8K
Total Investment Management Inc7,735
0.1% of portfolio›$708.8K
Meitav Investment House LTD7,699
0.0% of portfolio›$705.5K
Evergreen Capital Management LLC7,496
0.0% of portfolio›$686.9K
Matauro, LLC7,452
0.1% of portfolio›$682.9K
Endowment Wealth Management, Inc.7,445
0.2% of portfolio›$682.2K
Left Brain Wealth Management, LLC7,439
0.2% of portfolio›$681.7K
Stonehaven Wealth & TAX Solutions, LLC7,428
0.6% of portfolio›$680.7K
Wealthcare Capital Management LLC7,379
0.1% of portfolio›$676.2K
McAdam, LLC7,243
0.0% of portfolio›$663.8K
Summa Corp.7,236
0.1% of portfolio›$663.1K
Colonial River Investments, LLC7,204
0.2% of portfolio›$660.2K
RiverTree Advisors, LLC7,203
0.4% of portfolio›$660.1K
Verum Partners LLC7,042
0.1% of portfolio›$645.3K
Provenance Wealth Advisors, LLC7,036
0.0% of portfolio›$644.8K
Beacon Bank & Trust6,922
0.1% of portfolio›$634.3K
Eagle Strategies LLC6,910
0.1% of portfolio›$633.2K
Traphagen Investment Advisors LLC6,842
0.0% of portfolio›$627.0K
Navigation Wealth Management, Inc.6,773
0.9% of portfolio›$619.7K
Platform Technology Partners6,772
0.1% of portfolio›$620.6K
Arkfeld Wealth Strategies, L.L.C.6,722
0.2% of portfolio›$614.8K
Providence First Trust Co6,715
0.2% of portfolio›$615.4K
Milestone Asset Management, LLC6,712
0.1% of portfolio›$615.2K
Clio Asset Management LLC6,695
0.5% of portfolio›$613.5K
Quadcap Wealth Management, LLC6,651
0.1% of portfolio›$609.5K
Pacific Excel Wealth Advisors, Inc.6,559
0.7% of portfolio›$601.1K
Client First Investment Management LLC6,402
0.3% of portfolio›$586.7K
Spectrum Asset Management, Inc. (NB )6,375
0.2% of portfolio›$584.2K
Five Pine Wealth Management6,372
0.3% of portfolio›$583.9K
Chicago Partners Investment Group LLC6,353
0.0% of portfolio›$582.1K
Eagle Global Advisors LLC6,350
0.0% of portfolio›$581.9K
Greenleaf Trust6,334
0.0% of portfolio›$580.4K
Town Capital LLC6,250
0.4% of portfolio›$572.8K
Versant Capital Management, Inc6,184
0.0% of portfolio›$566.7K
Mission Wealth Management, LP5,985
0.0% of portfolio›$548.5K
Beacon Financial Advisory LLC5,936
0.1% of portfolio›$543.9K
Paladin Wealth, LLC5,907
0.3% of portfolio›$541.4K
Summit Financial Strategies, Inc.5,898
0.0% of portfolio›$540.5K
Sloy Dahl & Holst, LLC5,775
0.1% of portfolio›$529.2K
Aegis Wealth Management, Inc.5,720
0.3% of portfolio›$524.2K
Hummer Financial Advisory Services Inc5,700
0.3% of portfolio›$522.3K
Councilor Wealth, LLC5,578
0.2% of portfolio›$511.2K
Lincoln Capital Corp5,572
0.2% of portfolio›$510.6K
Americana Partners, LLC5,502
0.0% of portfolio›$504.2K
GEM Asset Management, LLC5,500
0.2% of portfolio›$504.0K
Waystone Advisors LLC5,442
0.4% of portfolio›$498.7K
Acorn Wealth Advisors, LLC5,407
0.1% of portfolio›$495.5K
Salvus Wealth Management, LLC5,297
0.3% of portfolio›$485.4K
City Center Advisors, LLC5,283
0.4% of portfolio›$484.2K
Sound Financial Strategies Group, LLC5,279
0.3% of portfolio›$483.8K
Miramontes Capital, LLC5,175
0.1% of portfolio›$474.2K
Stegent Equity Advisors, Inc.5,174
0.4% of portfolio›$474.1K
Stiles Financial Services Inc5,116
0.1% of portfolio›$468.8K
Capital Square, LLC5,068
0.2% of portfolio›$464.5K
AlphaStar Capital Management, LLC5,006
0.0% of portfolio›$458.7K
PKS Advisory Services, LLC4,966
0.1% of portfolio›$455.1K
Archford Capital Strategies, LLC4,913
0.0% of portfolio›$450.2K
Able Financial Group, LLC4,906
0.1% of portfolio›$449.6K
Kings Path Partners LLC4,718
0.1% of portfolio›$432.4K
Andina Capital Management, LLC4,685
0.6% of portfolio›$429.3K
SFG Wealth Management, Llc.4,647
0.2% of portfolio›$425.9K
WealthBridge Capital Management, LLC4,639
0.1% of portfolio›$425.1K
Gamma Investing LLC4,600
0.0% of portfolio›$421.5K
Enclave Advisors LLC4,590
0.1% of portfolio›$420.7K
TCP Asset Management, LLC4,571
0.0% of portfolio›$417.9K
Silverleafe Capital Partners, LLC4,519
0.1% of portfolio›$414.1K
Roman Butler Fullerton & Co4,510
0.1% of portfolio›$413.0K
CPC Advisors, LLC4,477
0.1% of portfolio›$410.3K
Wealth Advisory Solutions, LLC4,445
0.1% of portfolio›$407.3K
SpringVest Wealth Management LLC4,413
0.2% of portfolio›$404.4K
Cane Capital Partners, LLC4,392
0.1% of portfolio›$402.5K
Princeton Capital Management LLC4,370
0.1% of portfolio›$400.5K
Innova Wealth Partners4,368
0.2% of portfolio›$400.3K
Hamilton Capital, LLC4,330
0.0% of portfolio›$396.8K
Nemes Rush Group LLC4,286
0.0% of portfolio›$392.8K
Fulcrum Equity Management4,285
0.3% of portfolio›$392.7K
Holos Integrated Wealth LLC4,267
0.2% of portfolio›$390.8K
Ceera Investments, LLC4,265
0.1% of portfolio›$390.8K
Partners Wealth Management, LLC4,244
0.0% of portfolio›$388.9K
Redwood Park Advisors LLC4,233
0.2% of portfolio›$388.0K
New Wave Wealth Advisors LLC4,212
0.1% of portfolio›$385.5K
Woodward Diversified Capital, LLC4,144
0.1% of portfolio›$379.8K
Bond & Devick Financial Network, Inc.4,104
0.1% of portfolio›$376.1K
IFC & Insurance Marketing, Inc.4,085
0.3% of portfolio›$374.4K
Integrated Capital Management, LLC4,067
0.1% of portfolio›$372.7K
Lazari Capital Management, Inc.4,062
0.1% of portfolio›$372.3K
Madrid Financial Services4,054
0.2% of portfolio›$371.5K
Fire Capital Management LLC4,000
0.1% of portfolio›$366.6K
Texas Bank & Trust Co4,000
0.1% of portfolio›$366.6K
Sterling Investment Counsel, LLC3,992
0.1% of portfolio›$365.8K
Sentinel Pension Advisors, LLC3,917
0.0% of portfolio›$358.9K
Evolution Wealth Advisors, LLC3,895
0.0% of portfolio›$356.9K
Northeast Investment Management3,861
0.0% of portfolio›$353.8K
Transcendent Capital Group LLC3,805
0.1% of portfolio›$348.7K
Cypress Wealth Services, LLC3,759
0.0% of portfolio›$343.8K
Courier Capital LLC3,744
0.0% of portfolio›$343.1K
Worth Financial Advisory Group, LLC3,678
0.1% of portfolio›$337.1K
Brighton Jones LLC3,669
0.0% of portfolio›$336.2K
A4 Wealth Advisors LLC3,500
0.2% of portfolio›$320.8K
Beacon Investment Advisory Services, Inc.3,500
0.0% of portfolio›$320.7K
Rede Wealth, LLC3,469
0.1% of portfolio›$317.9K
Calamos Advisors LLC3,433
0.0% of portfolio›$314.6K
Tableaux LLC3,429
0.1% of portfolio›$314.2K
Strategy Asset Managers LLC3,402
0.0% of portfolio›$311.8K
Weaver Consulting Group3,380
0.1% of portfolio›$309.7K
Farrow Financial, Inc.3,366
0.2% of portfolio›$308.5K
HUB Investment Partners, LLC3,363
0.0% of portfolio›$308.2K
Fonville Wealth Management LLC3,357
0.0% of portfolio›$307.6K
Nvwm, LLC3,330
0.1% of portfolio›$305.2K
Paragon Private Wealth Management, LLC3,209
0.1% of portfolio›$294.1K
True Private Wealth Advisors3,182
0.0% of portfolio›$291.7K
EdgeRock Capital LLC3,151
0.1% of portfolio›$288.8K
Avidian Wealth Enterprises, LLC3,142
0.0% of portfolio›$287.9K
Swmg, LLC3,140
0.1% of portfolio›$287.6K
Novem Group3,138
0.0% of portfolio›$287.6K
Syntegra Private Wealth Group, LLC3,109
0.0% of portfolio›$284.9K
Soundwatch Capital LLC3,093
0.0% of portfolio›$282.8K
True Freedom Investing, LLC3,089
0.0% of portfolio›$283.0K
Broussard Financial Group LLC3,077
0.2% of portfolio›$282.0K
Capital Advisors Wealth Management, LLC3,001
0.0% of portfolio›$275.0K
Cantor Fitzgerald Investment Advisors L.P.2,951
0.0% of portfolio›$270.4K
Clean Yield Group2,943
0.1% of portfolio›$269.7K
SimpliFi, Inc.2,942
0.1% of portfolio›$269.6K
Signature Equity Partners, LLC2,932
0.1% of portfolio›$268.7K
ARS Wealth Advisors Group, LLC2,919
0.0% of portfolio›$267.5K
Lockerman Financial Group, Inc.2,896
0.4% of portfolio›$265.4K
Elevate Capital Advisors, LLC2,854
0.1% of portfolio›$261.6K
PFW Advisors LLC2,853
0.1% of portfolio›$261.4K
Gateway Investment Advisers LLC2,853
0.0% of portfolio›$261.4K
Summit Investment Advisory Services, LLC2,822
0.1% of portfolio›$258.6K
Indivisible Partners2,804
0.0% of portfolio›$256.9K
Keeler Thomas Management LLC2,793
0.1% of portfolio›$256.0K
Smith Salley Wealth Management2,771
0.0% of portfolio›$253.9K
Verity Asset Management, Inc.2,770
0.1% of portfolio›$253.8K
Secure Asset Management, LLC2,764
0.0% of portfolio›$253.3K
Redhawk Wealth Advisors, Inc.2,758
0.0% of portfolio›$252.8K
Valtinson Bruner Financial Planning LLC2,745
0.1% of portfolio›$251.6K
First Heartland Consultants, Inc.2,744
0.0% of portfolio›$251.5K
Triumph Capital Management2,743
0.0% of portfolio›$251.4K
Turtle Creek Wealth Advisors, LLC2,731
0.0% of portfolio›$250.3K
Fortitude Advisory Group L.L.C.2,729
0.1% of portfolio›$250.1K
R2 Capital Strategies, LLC2,713
0.1% of portfolio›$248.6K
HCR Wealth Advisors2,700
0.0% of portfolio›$247.5K
Blume Capital Management, Inc.2,672
0.0% of portfolio›$244.9K
LightSquare Wealth Management, LLC2,646
0.2% of portfolio›$242.5K
Kelly Financial Group LLC2,623
0.1% of portfolio›$240.4K
Argyle Capital Partners, LLC2,590
0.1% of portfolio›$237.4K
United Asset Strategies, Inc.2,556
0.0% of portfolio›$234.2K
Lodestone Wealth Management LLC2,548
0.1% of portfolio›$233.5K
Heritage Wealth Management, Inc.2,437
0.1% of portfolio›$223.3K
Uptick Partners, LLC2,405
0.0% of portfolio›$220.4K
ARQ Wealth Advisors, LLC2,400
0.0% of portfolio›$219.9K
Phraction Management LLC2,383
0.0% of portfolio›$218.4K
Apeiron RIA LLC2,376
0.0% of portfolio›$217.2K
Legacy Wealth Partners, LLC2,349
0.0% of portfolio›$215.3K
Howard Financial Services, Ltd.2,338
0.0% of portfolio›$214.3K
Formidable Asset Management, LLC2,333
0.0% of portfolio›$213.8K
Absolute Capital Management, LLC2,333
0.0% of portfolio›$213.9K
Lake Street Private Wealth, LLC2,328
0.0% of portfolio›$213.3K
Portland Financial Advisors Inc2,322
0.4% of portfolio›$212.8K
Greenwood Gearhart LLC2,306
0.0% of portfolio›$211.3K
Advisory Solutions Group, LLC2,285
0.0% of portfolio›$209.4K
Financial Architects, LLC2,285
0.1% of portfolio›$209.4K
Valeo Financial Advisors, LLC2,283
0.0% of portfolio›$209.2K
Prosperity Financial Group, Inc.2,255
0.1% of portfolio›$206.6K
Columbia Asset Management2,250
0.0% of portfolio›$206.2K
Penobscot Investment Management Company, Inc.2,230
0.0% of portfolio›$204.4K
Thrive Wealth Management, LLC2,222
0.0% of portfolio›$203.6K
Cottage Street Advisors LLC2,212
0.1% of portfolio›$202.7K
FIG Financial Advisory Services Inc2,209
0.1% of portfolio›$202.4K
First Premier Bank2,184
0.0% of portfolio›$200
Virginia Estate & Retirement Planning Advisors Inc.2,049
0.2% of portfolio›$187.8K
CX Institutional1,926
0.0% of portfolio›$176
Godsey & Gibb, Inc1,870
0.0% of portfolio›$171.4K
Acropolis Investment Management, LLC1,635
0.0% of portfolio›$149.8K
Armstrong Advisory Group, Inc1,627
0.0% of portfolio›$149.1K
Evolution Wealth Management Inc.1,321
0.1% of portfolio›$121.1K
Covestor Ltd1,313
0.0% of portfolio›$120
Ascentis Wealth Management, LLC1,143
0.0% of portfolio›$104.8K
Clark Wealth Partners1,089
0.1% of portfolio›$99.8K
Angeles Wealth Management, LLC1,009
0.0% of portfolio›$92.5K
Phillip James Consulting Co.952
0.1% of portfolio›$87.2K
WPG Advisers, LLC850
0.0% of portfolio›$77.9K
Golden State Wealth Management, LLC742
0.0% of portfolio›$68.0K
Dynamic Wealth Strategies, LLC705
0.0% of portfolio›$64.6K
Lloyd Advisory Services, Llc.704
0.0% of portfolio›$64.6K
Washington Trust Advisors, Inc.662
0.0% of portfolio›$60.7K
Cassaday & Co Wealth Management LLC645
0.0% of portfolio›$59.1K
Cullen T Bankers, Inc.584
0.0% of portfolio›$53.5K
Bangor Savings Bank546
0.0% of portfolio›$50.0K
Networth Advisors, LLC540
0.0% of portfolio›$49.5K
First Bancorp, Inc500
0.0% of portfolio›$45.8K
Weaver Capital Management LLC493
0.0% of portfolio›$45.2K
Trust Co of Vermont455
0.0% of portfolio›$41.7K
City State Bank453
0.0% of portfolio›$41.5K
Glass Jacobson Investment Advisors llc446
0.0% of portfolio›$40.8K
Compass Financial Management LLC427
0.0% of portfolio›$39.1K
Topor & Co. Korea425
0.0% of portfolio›$38.9K
Allspring Global Investments Holdings, LLC401
0.0% of portfolio›$36.7K
3 Factor Indexing, LLC397
0.0% of portfolio›$36.4K
Wilmington Savings Fund Society, FSB394
0.0% of portfolio›$36.1K
Quest 10 Wealth Builders, Inc.375
0.0% of portfolio›$34.4K
Balentine LLC357
0.0% of portfolio›$32.7K
Latitude Advisors, LLC341
0.0% of portfolio›$31.3K
Align Financial, LLC334
0.0% of portfolio›$30.6K
Kroeger Financial Partners287
0.0% of portfolio›$26.3K
Provident Wealth Management, LLC273
0.0% of portfolio›$25.0K
Piscataqua Savings Bank263
0.0% of portfolio›$24.1K
Thurston, Springer, Miller, Herd & Titak, Inc.222
0.0% of portfolio›$20.3K
Main Street Group, LTD220
0.0% of portfolio›$20.2K
Rakuten Investment Management, Inc.197
0.0% of portfolio›$18.1K
Rudd Co d/b/a Styre Wealth192
0.0% of portfolio›$17.6K
Mosley Wealth Management170
0.0% of portfolio›$15.6K
Moisand Fitzgerald Tamayo, LLC161
0.0% of portfolio›$14.8K
Avion Wealth152
0.0% of portfolio›$13
Mather Group, Llc.105
0.0% of portfolio›$9.6K
Reap Financial Group, LLC103
0.0% of portfolio›$9.4K
Trust Co78
0.0% of portfolio›$7.1K
IMG Wealth Management, Inc.77
0.0% of portfolio›$7.1K
Rydar Equities, Inc.74
0.0% of portfolio›$6.8K
Root Financial Partners, LLC62
0.0% of portfolio›$5.7K
Birch Financial Group, LLC52
0.0% of portfolio›$4.8K
Princeton Global Asset Management LLC50
0.0% of portfolio›$4.6K
Key FInancial Inc47
0.0% of portfolio›$4.3K
Pinnacle Bancorp, Inc.47
0.0% of portfolio›$4.3K
Townsend Asset Management Corp43
0.0% of portfolio›$3.9K
Westside Investment Management, Inc.38
0.0% of portfolio›$3.5K
Nova Financial LLC37
0.0% of portfolio›$3.4K
Kingdom Financial Group Llc.35
0.0% of portfolio›$3.2K
Vermillion Wealth Management, Inc.32
0.0% of portfolio›$2.9K
POM Investment Strategies, LLC29
0.0% of portfolio›$2.6K
Signaturefd, LLC21
0.0% of portfolio›$1.9K
Bfsg, LLC16
0.0% of portfolio›$1.5K
CKW Financial Group12
0.0% of portfolio›$1
Halbert Hargrove Global Advisors, LLC10
0.0% of portfolio›$896
Vima LLC8
0.0% of portfolio›$705
Valley National Advisers Inc6
0.0% of portfolio›$550
DecisionPoint Financial, LLC1
0.0% of portfolio›$92
Tounjian Advisory Partners, LLC1
0.0% of portfolio›$108
Rachor Investment Advisory Services, LLC1
0.0% of portfolio›$110
Raleigh Capital Management Inc.1
0.0% of portfolio›$91
StyleTurnoverLocationFiled
Assetmark, Inc
4,440,758$407.0M0.7%ETFLowConcord, CA2026-10-21
3Edge Asset Management, LP
4,270,915$391.4M16.7%ETFMediumNaples, FL2026-10-30
USA Financial Formulas
3,277,174$300.3M58.4%ETFVery HighAda, MI2026-10-16
Counterpoint Mutual Funds LLC
3,214,569$294.6M25.4%Deep ValueVery HighSan Diego, CA2026-10-16
Ashton Thomas Private Wealth, LLC
2,170,438$198.9M4.0%CoreMediumScottsdale, AZ2026-11-03
Oppenheimer Asset Management Inc.
2,167,325$198.6M2.1%CoreMediumNew York, NY2026-10-27
Cambridge Investment Research Advisors, Inc.
1,967,228$180.3K0.0%ETFLowFairfield, IA2026-11-02
MBL Wealth, LLC
1,618,191$148.3M8.9%ETFLowCharlotte, NC2026-10-22
Creative Planning
1,408,213$129.0M0.1%IndexVery LowOverland Park, KS2026-11-02
AGF Management LTD
1,367,764$125.3M0.5%GrowthHighToronto, Australia2026-11-03
Truist Financial Corp
1,166,160$106.9M0.1%CoreLowCharlotte, NC2026-10-30
Atria Investments, Inc
831,970$76.2M0.7%CoreMediumCharlotte, NC2026-10-15
Commonwealth Equity Services, LLC
776,995$71.2M0.1%ETFLowWaltham, MA2026-11-02
Capital Asset Advisory Services LLC
756,317$69.3M2.4%ETFLowWilliamston, MI2026-10-30
Concurrent Investment Advisors, LLC
747,372$68.5M0.5%GrowthMediumTampa, FL2026-10-16
Innovative Advisory Group, LLC
722,695$66.2M48.2%ETFHighLexington, MA2026-10-13
Howard Capital Management, LLC
653,474$59.9M0.7%ETFHighAlpharetta, GA2026-10-16
Verdence Capital Advisors LLC
595,294$54.6M2.3%CoreMediumHunt Valley, MD2026-10-26
Brookstone Capital Management
593,798$54.4M0.5%ETFMediumWheaton, IL2026-10-22
Relyea Zuckerberg Hanson LLC
581,092$53.3M4.4%ETFLowStamford, CT2026-10-20
Mirae Asset Global Investments Co., Ltd.
580,000$53.2M0.1%GrowthLowSeoul, Malaysia2026-11-03
Scheeler Financial LLC
577,680$52.9M40.1%CoreN/AWest Chester, OH2026-10-13
Hippocratic Financial Advisors, LLC
562,086$51.5M20.3%ETFLowWestlake Village, CA2026-10-13
McGuire Investment Group, LLC
543,111$49.8M4.4%Agg GrowthLowWakefield, RI2026-10-23
Salomon & Ludwin, LLC
541,791$49.6M4.1%ETFVery LowRichmond, VA2026-10-29
Elevation Point Wealth Partners, LLC
536,089$49.1M0.8%CoreHighDenver, CO2026-11-05
CoreCap Advisors, LLC
528,269$48.4M1.4%ETFMediumSouthfield, MI2026-10-08
Barry Investment Advisors, LLC
527,775$48.4M9.2%ETFLowNew Bedford, MA2026-10-14
B. Riley Wealth Advisors, Inc.
513,880$47.1M1.8%GrowthLowMemphis, TN2026-10-13
Perigon Wealth Management, LLC
512,083$46.9M0.7%GrowthLowSan Francisco, CA2026-10-22
St. Louis Financial Planners Asset Management, LLC
504,299$46.1M19.2%GrowthVery HighChesterfield, MO2026-10-16
Portside Wealth Group, LLC
486,648$44.6M4.9%CoreMediumProvo, UT2026-10-20
Park Avenue Securities LLC
485,255$44.5K0.0%ETFMediumNew York, NY2026-10-26
Tectonic Advisors LLC
467,670$42.9M2.0%YieldLowFrisco, TX2026-10-22
D.A. Davidson & Co.
465,785$42.7M0.2%CoreLowGreat Falls, MT2026-10-28
EverSource Wealth Advisors, LLC
462,027$42.3M1.4%CoreMediumBirmingham, AL2026-11-04
Twelve Points Wealth Management LLC
424,665$38.9M7.3%ETFMediumConcord, MA2026-11-03
Virtue Capital Management, LLC
421,172$38.6M5.0%GrowthHighBrentwood, TN2026-10-29
Gradient Investments LLC
410,501$37.6M0.5%CoreMediumArden Hills, MN2026-10-08
Auour Investments LLC
408,645$37.4M10.6%ETFLowWoburn, MA2026-10-28
Sicart Associates LLC
401,607$36.8M8.9%CoreLowNew York, NY2026-10-29
Oppenheimer & Co Inc
398,887$36.6M0.4%CoreLowNew York, NY2026-10-26
Cypress Capital, LLC
391,632$35.9M9.5%ETFMediumFranklin, TN2026-10-20
RFG Advisory, LLC
389,862$35.7M0.5%ETFMediumBirmingham, AL2026-11-03
Bison Wealth, LLC
383,734$35.1M2.9%GrowthMediumAtlanta, GA2026-10-13
North Capital, Inc.
371,727$34.0M24.3%ETFLowSalt Lake City, UT2026-10-16
Park Edge Advisors, LLC
347,941$31.9M6.7%CoreMediumCleveland, OH2026-10-28
Wealth Enhancement Advisory Services, LLC
347,098$28.8M0.0%CoreLowPlymouth, MN2026-10-13
Certuity, LLC
343,568$31.5M1.5%GARPLowNorth Palm Beach, FL2026-11-02
Donoghue Forlines LLC
335,068$30.7M7.8%CoreVery HighBoston, MA2026-11-02
Heritage OAK Wealth Advisors LLC
328,312$30.1M9.2%ValueHighSanta Rosa Beach, FL2026-10-14
Prescott Group Capital Management, L.L.C.
323,956$29.7M2.7%Deep ValueMediumTulsa, OK2026-10-30
Udine Wealth Management, Inc.
308,653$28.3M11.2%GrowthMediumBoca Raton, FL2026-10-23
High Note Wealth, LLC
307,275$28.2M4.6%ETFVery LowDeephaven, MN2026-10-27
CapWealth Advisors, LLC
299,435$27.4M2.1%CoreLowFranklin, TN2026-10-05
Lido Advisors, LLC
294,200$27.0M0.1%GrowthLowLos Angeles, CA2026-11-04
Farther Finance Advisors, LLC
287,740$26.4M0.2%IndexLowSan Francisco, CA2026-10-08
Carrera Capital Advisors
285,822$26.2M3.7%ETFMediumTroy, MI2026-11-03
Founders Grove Wealth Partners, LLC
285,018$26.1M5.2%ETFLowRichmond, VA2026-10-16
CWA Asset Management Group, LLC
280,000$25.7M0.8%CoreMediumNaples, FL2026-10-19
SMI Advisory Services, LLC
279,283$25.6M4.1%ETFMediumColumbus, IN2026-10-13
Integrity Alliance, Llc.
277,488$25.4M0.8%ETFMediumUrbandale, IA2026-10-29
DT Investment Partners, LLC
276,199$25.3M1.8%ETFVery LowChadds Ford, PA2026-10-27
Asset One Wealth Management LLC
271,475$24.9M2.1%GrowthLowBellevue, WA2026-11-02
Berkshire Money Management, Inc.
255,807$23.4M2.0%ETFMediumDalton, MA2026-10-21
Hibernia Wealth Partners, LLC
245,822$22.5M11.7%ETFVery LowBaton Rouge, LA2026-10-29
Yacktman Asset Management LP
245,273$22.5M0.3%ValueVery LowAustin, TX2026-11-02
Financial & Tax Architects, LLC
238,988$21.9M4.5%CoreHighSt Louis, MO2026-10-15
Islay Capital Management, LLC
238,026$21.8M10.3%ETFMediumLubbock, TX2026-10-20
Strategic Advisors LLC
235,813$21.6M4.6%GrowthLowNew York, NY2026-10-13
Integrated Advisors Network LLC
235,663$21.6M1.0%GrowthMediumDallas, TX2026-10-20
Citigroup Inc
234,512$21.5M0.0%CoreMediumNew York, NY2026-11-04
Turning Point Benefit Group, Inc.
231,635$21.2M8.7%ETFMediumFrederick, MD2026-10-28
Keating Investment Counselors Inc
227,661$20.9M5.5%YieldVery LowDelray Beach, FL2026-10-14
RIA Advisory Group LLC
226,826$20.8M5.9%ETFHighSioux Falls, SD2026-10-15
Three Seasons Wealth, LLC
218,280$20.0M1.8%GrowthMediumSalt Lake City, UT2026-11-03
TKG Advisors, LLC
217,998$20.0M6.8%MomentumMediumValparaiso, IN2026-11-02
Boston Standard Wealth Management, LLC
216,366$19.8M2.8%ETFLowWinchester, MA2026-10-07
Calamos Wealth Management LLC
216,294$19.8M0.6%GrowthMediumNaperville, IL2026-11-02
Ebert Capital Management Inc.
214,227$19.6M17.1%Agg GrowthVery LowEureka, CA2026-10-08
Beaumont Financial Advisors, LLC
213,188$19.5M1.2%GrowthMediumNeedham, MA2026-10-22
Marathon Capital Management
212,907$19.5M4.0%CoreLowHunt Valley, MD2026-10-23
Lavelle Capital LP
205,127$18.8M9.8%GrowthHighSan Francisco, CA2026-11-03
Beacon Financial Group
204,974$18.8M1.7%ETFMediumDallas, TX2026-10-19
Saratoga Research & Investment Management
202,746$18.6M1.0%CoreLowSaratoga, CA2026-10-16
Exchange Traded Concepts, LLC
202,340$18.5M0.1%GrowthMediumOklahoma City, OK2026-10-28
Pathway Financial Advisors LLC
199,952$18.3M2.0%ETFLowSouth Burlington, VT2026-10-07
Apella Capital, LLC
192,571$17.6M0.2%ETFVery LowWest Hartford, CT2026-10-08
Axxcess Wealth Management, LLC
184,564$16.9M0.7%CoreLowCarlsbad, CA2026-10-21
Blueprint Investment Partners LLC
183,651$16.8M1.4%ETFMediumGreensboro, NC2026-10-28
Trilogy Capital Inc.
180,122$16.5M0.6%ETFMediumIrvine, CA2026-10-20
Benedict Financial Advisors Inc
178,298$16.3M3.2%CoreVery LowAtlanta, GA2026-10-07
Advisor OS, LLC
178,203$16.3M1.1%ETFMediumChicago, IL2026-11-03
Bell Bank
176,029$16.1M0.6%ETFLowFargo, ND2026-10-21
Beacon Capital Management, Inc.
175,288$16.1M1.0%ETFMediumDayton, OH2026-10-13
Norden Group LLC
173,409$15.9M1.2%GrowthMediumProvo, UT2026-10-20
Teamwork Financial Advisors, LLC
171,103$15.7M1.7%GrowthHighSan Antonio, TX2026-10-19
Trek Financial, LLC
170,032$15.6M0.7%ETFHighScottsdale, AZ2026-10-29
G&S Capital LLC
167,656$15.4M4.5%CoreMediumDenver, CO2026-10-23
Elevation Capital Advisory, LLC
165,629$15.2M6.0%ETFVery HighBend, OR2026-10-29
Vivid Wealth Management, LLC
164,076$15.0M5.4%GrowthLowWest Des Moines, IA2026-10-27
Ryan Investment Management, Inc.
162,522$14.9M6.2%ETFVery HighBasalt, CO2026-10-20
Stableford Capital II LLC
161,486$14.8M5.1%CoreHighScottsdale, AZ2026-10-09
Treasure Coast Financial Planning
160,082$14.7M7.0%ETFVery LowVero Beach, FL2026-11-03
Arta Finance Wealth Management LLC
159,941$14.6M6.9%ETFLowMountain View, CA2026-10-28
GLR Partners, LLC
159,837$14.6M6.8%GrowthN/AColumbia, MD2026-11-04
Pacific Capital Wealth Advisors, Inc.
154,594$14.2M2.0%ETFLowCorona, CA2026-10-22
Kestra Advisory Services, LLC
153,317$14.0M0.0%CoreLowAustin, TX2026-11-02
Kathmere Capital Management, LLC
153,107$14.0M0.7%ETFLowWayne, PA2026-10-20
Apollon Wealth Management, LLC
151,378$13.9M0.2%GrowthLowMount Pleasant, SC2026-10-23
PFG Private Wealth Management, LLC
151,042$13.8M5.9%ETFHighLutz, FL2026-10-15
Eagle Rock Investment Company, LLC
146,043$13.4M1.7%CoreLowAtlanta, GA2026-10-21
Alliance Wealth Advisors, LLC
143,260$13.1M2.4%ETFHighCenterville, UT2026-10-28
Biltmore Wealth Management, LLC
142,072$13.0M4.0%ETFVery LowTempe, AZ2026-10-09
Patten Group, Inc.
140,419$12.9M2.0%CoreLowChattanooga, TN2026-10-26
Fiduciary Alliance LLC
139,808$12.8M1.0%CoreMediumGreenville, SC2026-10-13
Savior LLC
139,235$12.8M35.4%ETFHighWellesley Hills, MA2026-10-13
Capital Wealth Alliance, LLC
137,688$12.6M5.5%CoreLowScottsdale, AZ2026-10-20
Verus Capital Partners, LLC
136,296$12.5M0.7%GrowthLowScottsdale, AZ2026-11-03
Altfest L J & Co Inc
135,405$12.4M1.2%ETFHighNew York, NY2026-10-27
Ramiah Investment Group
134,282$12.3M9.5%ETFHighBrookfield, WI2026-10-20
Cairn Investment Group, Inc.
134,095$12.3K0.0%ValueLowVancouver, WA2026-11-04
Plan Group Financial, LLC
133,418$12.2M2.4%ETFMediumOklahoma City, OK2026-10-22
HighRoad Wealth Advisors, LLC
133,346$12.2M10.2%ETFLowCoos Bay, OR2026-10-14
J2 Capital Management Inc
133,099$12.2M7.7%ETFHighTroy, MI2026-10-19
Malaga Cove Capital, LLC
132,035$12.1M3.9%GrowthLowPv Estates, CA2026-10-23
White Lighthouse Investment Management Inc.
131,600$12.1M1.5%ETFVery LowBedford, MA2026-10-21
Montis Financial, LLC
130,496$12.0M2.5%ETFLowWaltham, MA2026-11-04
Guidance Capital, Inc
130,280$11.9M2.6%ETFMediumLousville, KY2026-11-03
Simplicity Wealth,LLC
129,853$11.9M0.3%ETFLowSummit, NJ2026-10-23
LVW Advisors, LLC
125,891$11.5M1.0%CoreMediumPittsford, NY2026-10-19
Montag A & Associates Inc
124,464$11.4M0.5%CoreLowAtlanta, GA2026-10-29
Csenge Advisory Group
123,298$11.3M0.4%ETFMediumClearwater, FL2026-11-04
Harbor Investment Advisory, LLC
121,472$11.1M0.8%GrowthLowLutherville, MD2026-10-13
Capital Advisors, Ltd. LLC
119,421$10.9K0.0%ETFLowShaker Heights, OH2026-10-27
Quaker Wealth Management, LLC
117,283$10.7M3.1%ETFMediumMoorestown, NJ2026-10-22
Guild Investment Management, Inc.
114,495$10.5M6.7%GARPMediumWestlake Village, CA2026-11-03
Independent Financial Group, LLC
109,424$10.0M0.2%GrowthLowSan Diego, CA2026-10-13
OpenArc Corporate Advisory, LLC
109,196$10.0M0.1%GrowthLowAtlanta, GA2026-10-21
AdvisorNet Financial, Inc
107,336$9.8M0.4%ETFLowMinnetonka, MN2026-10-15
Private Management Group Inc
107,199$9.8M0.3%YieldLowIrvine, CA2026-11-04
CFS Investment Advisory Services, LLC
107,121$9.8M0.6%ETFMediumTotowa, NJ2026-10-19
SP Asset Management LLC
106,033$9.7M0.7%CoreVery LowCupertino, CA2026-11-05
Brown, Lisle Ings, Inc.
104,961$9.6M2.1%CoreVery LowProvidence, RI2026-10-16
Keybank National Association
103,769$9.5M0.0%CoreLowBrooklyn, OH2026-11-04
Reyes Financial Architecture, Inc.
103,419$9.5M5.8%ETFVery HighSan Diego, CA2026-10-22
Balefire, LLC
101,657$9.3M1.5%ETFMediumDallas, TX2026-10-09
Strategic Wealth Investment Group, LLC
101,030$9.3M1.1%GrowthLowLouisville, KY2026-10-29
Davenport & Co LLC
100,777$9.2M0.0%CoreMediumRichmond, VA2026-10-14
Gibbs Wealth Management
99,517$9.1M1.0%CoreLowAlpharetta, GA2026-10-22
Kohmann Bosshard Financial Services, LLC
99,079$9.1M0.8%ETFLowFairlawn, OH2026-11-04
Crescent Grove Advisors, LLC
98,995$9.1M0.8%ETFLowLake Forest, IL2026-10-21
Beam Wealth Advisors, Inc.
98,773$9.1M2.0%ETFMediumCovington, LA2026-11-03
West Financial Advisors, LLC
98,496$9.0M1.4%ETFLowDes Moines, IA2026-10-22
Meridian Wealth Management, LLC
97,901$9.0M0.3%GrowthLowLexington, KY2026-11-05
Signal Advisors Wealth, LLC
97,164$8.9M0.4%ETFLowDetroit, MI2026-10-13
Farmers & Merchants Trust Co of Chambersburg PA
96,777$8.9K0.0%GARPLowChambersburg, PA2026-10-14
Strategent Financial, LLC
96,724$8.9M4.4%ETFLowHarrisonburg, VA2026-10-30
Curran Financial Partners, LLC
96,722$8.9M1.4%ETFMediumDaniel Island, SC2026-11-04
Flagship Harbor Advisors, LLC
96,243$8.8M0.3%ETFMediumBoston, MA2026-10-26
Certior Financial Group, LLC
96,121$8.8M4.8%ETFMediumKing Of Prussia, PA2026-10-19
Wesbanco Bank Inc
95,132$8.7M0.3%CoreLowWheeling, WV2026-11-04
Diversify Wealth Management, LLC
94,356$8.6M0.1%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
94,356$8.6M0.1%GrowthLowSandy, UT2026-10-20
Tompkins Financial Corp
94,325$8.6M0.6%CoreLowIthaca, NY2026-10-05
Climber Capital SA
93,525$3.8M2.4%ETFLowNyon, Switzerland2026-10-20
AlphaCore Capital LLC
91,904$8.4M0.1%ETFLowLa Jolla, CA2026-11-04
Paragon Capital Management Inc
90,248$8.3M6.3%CoreMediumProvo, UT2026-10-15
Blueprint Financial Advisors LLC
87,355$8.0M0.9%GARPMediumGreensboto, NC2026-10-28
Capstone Wealth Management Group, Inc.
86,947$8.0M4.7%GrowthN/ABend, OR2026-10-19
Lunt Capital Management, Inc.
86,765$8.0M3.0%ETFLowHolladay, UT2026-10-30
Prospera Financial Services Inc
86,173$7.9M0.1%CoreMediumDallas, TX2026-11-04
Purewater Capital LLC
84,621$7.8M6.1%ETFMediumFort Worth, TX2026-10-23
Genus Capital Management Inc.
83,978$7.7M0.8%GARPHighVancouver, UAE2026-11-04
Mid-American Wealth Advisory Group, Inc.
83,652$7.7M2.7%ETFMediumKansas City, MO2026-10-21
Victory Financial Group, LLC
83,534$7.7M0.7%ETFLowAustin, TX2026-10-27
Legacy Capital Wealth Partners, LLC
82,514$7.6M1.6%CoreMediumLittle Rock, AR2026-10-21
Acorn Financial Advisory Services Inc
82,337$7.5M0.9%ETFMediumReston, VA2026-11-02
Aviance Capital Partners, LLC
82,015$7.5M0.8%CoreLowNaples, FL2026-10-29
KG Capital Management
81,040$7.4M4.5%CoreLowSt. Francisville, LA2026-10-15
Professional Financial Advisors, LLC
80,883$7.4M1.3%ETFMediumNorth Platte, NE2026-10-13
TD Waterhouse Canada Inc.
80,432$7.4M0.0%CoreLowToronto, Australia2026-10-16
Lifetime Wealth Management P.C.
80,280$7.4M4.4%YieldLowRockwall, TX2026-10-29
Fagan Associates, Inc.
79,438$7.3M0.8%GrowthLowTroy, NY2026-10-13
Sagespring Wealth Partners, LLC
79,292$7.3M0.1%ETFLowFranklin, TN2026-10-22
4Wealth Advisors, Inc.
78,290$7.2M5.0%ETFMediumBurr Ridge, IL2026-10-13
J.Safra Asset Management Corp
77,493$7.1M0.3%ETFLowNew York, NY2026-11-03
SLT Holdings LLC
77,443$7.1M4.1%GrowthMediumScottsdale, AZ2026-10-15
Boomfish Wealth Group, LLC
77,213$7.1M3.1%GrowthMediumAlpharetta, GA2026-10-22
Titan Investment Management LLC
77,074$7.1M5.2%GrowthMediumIndianapolis, IN2026-10-22
Sovran Advisors, LLC
76,969$7.1M0.5%ETFMediumSan Diego, CA2026-11-02
Kassira Wealth Management LLC
76,876$7.0M5.6%GrowthMediumKnoxville, TN2026-10-28
Entrewealth, LLC
76,227$7.0M2.5%ETFLowAustin, TX2026-10-14
VestGen Advisors, LLC
74,711$6.8M0.2%GrowthMediumChicago, IL2026-10-27
IPG Investment Advisors LLC
74,217$6.8M1.0%CoreMediumSan Diego, CA2026-10-30
MGO One Seven LLC
74,197$6.8M0.1%GrowthLowBeachwood, OH2026-10-28
Vigilare Wealth Management
72,885$6.7M2.0%ETFHighScottsdale, AZ2026-10-29
WealthPlan Investment Management, LLC
72,312$6.6M0.3%GrowthMediumOmaha, NE2026-10-15
WealthTrust Asset Management, LLC
72,160$6.6M3.7%GARPMediumDestin, FL2026-10-22
Wheelhouse Advisory Group LLC
71,754$6.6M1.7%ETFVery LowSt. Louis, MO2026-10-20
Clear Trail Advisors, LLC
71,324$6.5M1.0%CoreLowHouston, TX2026-10-20
Inscription Capital, LLC
70,705$6.5M0.7%GARPMediumHouston, TX2026-11-02
Iams Wealth Management, LLC
70,392$6.5M1.9%CoreMediumOmaha, NE2026-10-15
Stone Wealth Partners
70,023$6.4M2.2%ETFLowJefferson, LA2026-11-05
Alhambra Investment Management LLC
68,609$6.3M2.7%CoreLowPalmetto Bay, FL2026-10-15
Matrix Trust Co
68,555$6.3K0.0%ETFLowDenver, CO2026-10-07
PW Nova Financial Services LLC
68,178$6.2M1.3%ETFLowNewtown, PA2026-10-15
Sacks & Associates, LLC
67,906$6.2M4.3%ETFLowWarren, NJ2026-10-09
Lionsbridge Wealth Management LLC
67,804$6.2M6.9%ETFMediumJacksonville Beach, FL2026-10-26
Spire Wealth Management
67,557$6.2M0.2%GrowthMediumMclean, VA2026-10-30
Kingswood Wealth Advisors, LLC
67,436$6.2M0.2%GrowthLowSan Diego, CA2026-10-23
Fiduciary Financial Group, LLC
67,168$6.2M0.7%ETFLowSan Rafael, CA2026-10-13
National Wealth Management Group, LLC
67,004$6.1M1.8%ETFMediumCincinnati, OH2026-10-26
Curated Wealth Partners LLC
66,498$6.1M0.5%GARPLowEl Segundo, CA2026-10-15
Artesa Financial Group, LLC
66,130$6.1M4.9%ETFLowConroe, TX2026-10-29
Innealta Capital, LLC
63,741$5.8M3.2%ETFMediumAustin, TX2026-11-02
Modera Wealth Management, LLC
63,356$5.8M0.1%ETFVery LowWestwood, NJ2026-10-28
Baring Financial LLC
62,798$5.8M3.1%ETFLowBellingham, WA2026-10-07
TriaGen Wealth Management LLC
62,193$5.7M1.4%CoreMediumCalabasas, CA2026-10-14
Wedbush Securities Inc
60,708$5.6K0.0%CoreLowPasadena, CA2026-10-22
Cyndeo Wealth Partners, LLC
58,329$5.3M0.2%CoreMediumSt. Petersburg, FL2026-10-16
MCF Advisors LLC
58,236$5.3M0.2%ETFLowLexington, KY2026-10-28
Crestwood Advisors Group, LLC
58,025$5.3M0.1%GrowthLowBoston, MA2026-10-27
Krilogy Financial LLC
57,936$5.3M0.1%GrowthLowSt. Louis, MO2026-10-13
Discipline Wealth Solutions, LLC
57,710$5.3M0.5%ETFLowGreenville, SC2026-10-14
Private Trust Co NA
57,620$5.3M0.4%CoreLowCleveland, OH2026-10-20
Strategic Blueprint, LLC
55,653$5.1M0.2%ETFLowAtlanta, GA2026-10-22
Bailard, Inc.
55,391$5.1M0.1%GrowthMediumFoster City, CA2026-10-13
Raub Brock Capital Management LP
54,835$5.0M1.5%GrowthMediumLarkspur, CA2026-10-21
Titleist Asset Management, LLC
54,504$5.0M0.3%ETFLowSan Antonio, TX2026-10-08
Graves Light Lenhart Wealth, Inc.
54,134$5.0M0.5%ETFVery LowHarrisonburg, VA2026-10-09
Financial Network Wealth Advisors LLC
54,077$5.0M4.9%ETFLowMurray, UT2026-10-28
Financial Solutions Advisory Group, Inc.
53,398$4.9M0.6%ETFMediumChicago, IL2026-10-28
Beacon Wealthcare LLC
53,110$4.9M1.5%ETFVery LowRaleigh, NC2026-10-02
Unique Wealth Strategies, LLC
52,342$4.8M1.8%CoreMediumBurr Ridge, IL2026-10-13
Concord Wealth Partners
51,862$4.8M0.6%GrowthLowAbingdon, VA2026-11-02
October Effect Ltd
50,741$4.6M4.7%GrowthHighVirginia Beach, VA2026-10-20
Kestra Private Wealth Services, LLC
50,487$4.6M0.0%GrowthLowAustin, TX2026-10-30
Citizens Financial Group Inc
49,651$4.6M0.1%GrowthLowProvidence, RI2026-10-23
Financial Management Professionals, Inc.
49,258$4.5M0.4%ETFMediumAustin, TX2026-10-23
Oliver Luxxe Assets LLC
48,506$4.4M0.7%ValueMediumGladstone, NJ2026-10-14
Concord Asset Management, LLC
48,216$4.4M0.7%GrowthLowAbingdon, VA2026-11-02
Forza Wealth Management, LLC
48,032$4.4M1.3%CoreVery LowSarasota, FL2026-10-20
Culbertson A N & Co Inc
47,375$4.3M0.5%CoreVery LowCharlottesville, VA2026-10-21
Sherman Wealth Management LLC
47,028$4.3M3.1%ETFLowGaithersburg, MD2026-10-16
Chatham Capital Group, Inc.
46,621$4.3M0.5%CoreLowSavannah, GA2026-10-16
Core Wealth Partners LLC
46,248$4.2M1.7%GrowthLowSanta Rosa, CA2026-11-02
Kennedy Investment Group, Inc.
45,536$4.2M1.3%GrowthLowWest Deptford, NJ2026-10-21
Deltec Asset Management LLC
45,000$4.1M0.6%CoreMediumNew York, NY2026-10-26
Dean, Jacobson Financial Services, LLC
44,942$4.1M2.3%ETFLowFort Worth, TX2026-10-29
Worth Asset Management, LLC
44,791$4.1M1.2%ETFHighDallas, TX2026-10-07
Alchemi Wealth, LLC
44,299$4.1M1.8%CoreLowEssex, CT2026-11-04
Procyon Advisors, LLC
43,880$4.0M0.2%CoreVery LowShelton, CT2026-10-21
Spartan Planning & Wealth Management
43,187$4.0M2.6%GrowthHighGreensboro, NC2026-10-13
Values First Advisors, Inc.
43,077$3.9M1.9%CoreMediumJohnson City, TN2026-10-23
Founders Financial Securities LLC
42,811$3.9M0.2%ETFMediumTowson, MD2026-10-28
Zega Investments, LLC
42,659$3.9M0.4%GrowthMediumPalm Beach Gardens, FL2026-11-04
Wealth Enhancement Trust Services, Inc.
42,600$3.9M0.4%GrowthMediumSioux Falls, SD2026-10-07
SFI Advisors, LLC
42,289$3.9M3.2%ETFLowMontclair, NJ2026-10-30
Cape Investment Advisory, Inc.
41,977$3.8M1.0%ETFLowMcdonough, GA2026-10-13
Vontobel Holding Ltd.
41,955$3.8M0.0%CoreMediumZurich, Switzerland2026-10-16
Journey Retirement Planning & Investment Management LLC
40,792$3.7M2.7%CoreLowAmmon, ID2026-10-09
Hohimer Wealth Management, LLC
39,738$3.6M0.4%CoreHighSeattle, WA2026-11-04
Wealthcare Advisory Partners LLC
39,639$3.6M0.1%ETFLowWest Chester, PA2026-10-21
M Holdings Securities, Inc.
39,223$3.6K0.0%ETFHighPortland, OR2026-11-03
Elmwood Wealth Management, Inc.
38,999$3.6M0.9%ETFLowBerkeley, CA2026-10-14
1834 Investment Advisors Co
38,794$3.6M0.4%ValueLowMilwaukee, WI2026-10-16
Greenfield Seitz Capital Management, LLC
38,448$3.5M1.0%GARPLowDallas, TX2026-10-29
JBR Co Financial Management Inc
38,242$3.5M1.3%GrowthLowArdmore, OK2026-10-13
Freestate Advisors LLC
37,555$3.4M2.6%ETFVery LowOverland Park, KS2026-10-09
StoneX Group Inc.
37,531$3.4M0.1%ETFMediumNew York, NY2026-11-03
Global Assets Advisory, LLC
37,179$3.4M0.8%GrowthHighOrlando, FL2026-10-28
IFP Advisors, Inc
37,128$3.4M0.1%GrowthLowTampa, FL2026-10-16
Convergence Financial, LLC
36,697$3.4M0.5%ETFMediumColumbia, MO2026-10-27
Roan Capital Partners
36,459$3.3M2.4%ETFMediumJohnson City, TN2026-10-09
Pecaut & Co.
36,327$3.3M1.0%ETFLowSioux City, IA2026-10-27
One Day In July LLC
36,200$3.3M0.2%ETFVery LowBurlington, VT2026-10-30
Gilpin Wealth Management, LLC
35,773$3.3M2.2%GrowthLowDenver, CO2026-10-09
Moulton Wealth Management, Inc
35,457$3.2M2.2%ETFVery HighSpokane, WA2026-10-13
Focus Financial Network, Inc.
35,287$3.2M0.1%ETFLowMinneapolis, MN2026-10-14
Catherine Avery Investment Management LLC
35,221$3.2M2.8%CoreMediumLongboat Key, FL2026-10-14
Pioneer Wealth Management Group
35,166$3.2M0.8%ETFLowAustin, TX2026-10-09
GK Wealth Management LLC
34,908$3.2M1.8%GARPVery HighReno, NV2026-10-09
Choreo, LLC
34,557$3.2M0.0%IndexLowRockford, IL2026-10-28
Hara Capital LLC
34,536$3.2M1.5%Deep ValueMediumBellevue, WA2026-10-30
Tempus Wealth Planning, LLC
34,395$3.2M0.6%ETFMediumIrvine, CA2026-10-14
RDA Financial Network
34,326$3.1M0.7%GrowthMediumAkron, IA2026-10-15
Foguth Wealth Management, Llc.
33,979$3.1M0.3%ETFHighBrighton, MI2026-10-19
Lake Hills Wealth Management, LLC
33,964$3.1M1.4%ETFVery HighAustin, TX2026-10-07
Parallel Advisors, LLC
33,553$3.1M0.0%IndexLowSan Francisco, CA2026-11-03
Prime Capital Investment Advisors, LLC
33,416$3.1M0.0%ETFLowOverland Park, KS2026-10-20
Valen Private Capital, LLC
33,276$3.0M0.9%ETFN/APaoli, PA2026-10-23
Jnba Financial Advisors
33,271$3.0M0.2%ETFMediumBloomington, MN2026-11-03
Unison Advisors LLC
33,196$3.0M0.2%ETFVery LowProvidence, RI2026-10-29
TD Private Client Wealth LLC
32,674$3.0M0.1%ETFLowNew York, NY2026-10-28
Shore Point Advisors, LLC
32,405$3.0M0.9%ETFLowBrielle, NJ2026-10-14
Vise Technologies, Inc.
32,107$2.9M0.0%IndexLowNew York, NY2026-10-29
NorthCrest Asset Manangement, LLC
31,898$2.9M0.1%GrowthLowPlymouth, MN2026-10-13
Sowell Financial Services LLC
31,877$2.9M0.1%CoreLowNorth Little Rock, AR2026-10-23
Alps Advisors Inc
31,690$2.9M0.0%YieldLowDenver, CO2026-11-03
Cornerstone Wealth Group, LLC
31,508$2.9M0.2%CoreMediumHuntersville, NC2026-11-02
Hardworking Capital Advisors, LLC
31,282$2.9M2.4%GrowthMediumPalm Desert, CA2026-10-20
Hudson Oak Wealth Advisory LLC
31,227$2.9M2.2%ETFVery LowHoboken, NJ2026-10-16
Lanark Financial, Inc.
30,782$2.8M0.2%CoreMediumBirmingham, AL2026-10-26
Tlwm
30,049$2.8M0.4%ETFLowSan Antonio, TX2026-10-09
Lpwm LLC
29,625$2.7M0.6%ETFMediumMinneapolis, MN2026-10-20
Tucker Asset Management LLC
29,349$2.7M0.7%ETFMediumLittleton, CO2026-10-29
Old National Bancorp
28,969$2.7M0.1%CoreLowEvansville, IN2026-10-20
Invenio Wealth Partners LLC
28,543$2.6M0.9%ETFLowCoral Gables, FL2026-10-20
Pearl Planning LLC
28,114$2.6M1.1%ETFLowDexter, MI2026-10-13
Lakewood Asset Management LLC
28,113$2.6M1.3%ValueLowNaperville, IL2026-10-26
Kopion Asset Management, LLC
27,886$2.6M1.6%Deep ValueMediumMckinney, TX2026-10-09
Accurate Wealth Management, LLC
27,879$2.6M0.2%CoreMediumWesley Chapel, FL2026-10-20
Net Worth Advisory Group
27,662$2.5M0.6%GARPMediumSandy, UT2026-10-20
Sigma Planning Corp
27,565$2.5M0.1%GrowthMediumAnn Arbor, MI2026-10-23
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
27,524$2.5M0.1%ETFMediumWestlake, OH2026-10-14
JIM Saulnier & Associates, LLC
27,326$2.5M1.0%ETFLowFort Collins, CO2026-11-04
Live Oak Private Wealth LLC
27,078$2.5M0.3%ValueLowWilmington, NC2026-11-02
Tactive Advisors, LLC
26,980$2.5M0.6%ETFHighJacksonville, FL2026-10-08
Optivise Advisory Services LLC
26,722$2.4M1.2%ETFMediumFranklin, TN2026-10-19
Cornerstone Planning, LLC
26,629$2.4M0.5%CoreMediumCharlotte, NC2026-10-27
Jcic Asset Management Inc.
26,234$2.4M1.0%GrowthMediumToronto, Australia2026-10-30
SkyOak Wealth, LLC
26,232$2.4M0.4%ETFLowSouthfield, MI2026-10-28
Coyle Financial Counsel LLC
26,112$2.4M0.4%ETFVery LowGlenview, IL2026-10-28
PFG Advisors
25,772$2.4M0.1%ETFMediumPhoenix, AZ2026-10-16
NTV Asset Management LLC
25,752$2.4M0.2%GrowthLowCharleston, WV2026-10-23
Pekin Hardy Strauss, Inc.
25,156$2.3M0.2%ValueMediumChicago, IL2026-11-02
Randolph Co Inc
24,570$2.3M0.2%GrowthMediumCincinnati, OH2026-10-23
FSM Wealth Advisors, LLC
24,303$2.2M0.2%ETFLowCleveland, OH2026-10-27
Outbound Financial Inc
23,867$2.2M1.4%ETFLowBoulder, CO2026-10-13
Balance Wealth Partners LLC
23,850$2.2M0.5%ETFMediumWorthington, OH2026-10-27
Willow Creek Wealth Management Inc.
23,742$2.2M0.1%ETFVery LowSebastopol, CA2026-10-26
Aurora Investment Managers, Llc.
23,447$2.1K0.0%CoreMediumNaples, FL2026-10-15
Souders Financial Advisors
23,007$2.1M0.2%ETFLowCincinnati, OH2026-11-03
Bricktown Capital, LLC
22,496$2.1M0.4%ETFVery LowDetroit, MI2026-10-13
Tennessee Valley Asset Management Partners
22,474$2.1M0.2%ETFLowKnoxville, TN2026-11-03
PVG Asset Management Corp
22,433$2.1M1.4%GrowthMediumGolden, CO2026-10-19
Financial Planning Fort Collins, LLC
22,378$2.1M1.5%ETFVery LowFort Collins, CO2026-10-16
Avior Wealth Management, LLC
22,229$2.0M0.1%ETFMediumOmaha, NE2026-10-13
Quartz Partners, LLC
22,058$2.0M0.6%GARPMediumSaratoga Springs, NY2026-11-03
Walser Wealth Management Company, A Ltd Liability Co
21,996$2.0M0.8%GrowthHighTampa, FL2026-10-15
Independent Wealth Network Inc.
21,936$2.0M0.5%ETFMediumUrbandale, IA2026-10-19
Blue Capital, Inc.
21,910$2.0M1.2%CoreHighOmaha, NE2026-10-13
Walkner Condon Financial Advisors LLC
21,836$2.0M0.2%ETFLowVerona, WI2026-11-02
Harmony Asset Management LLC
21,769$2.0M0.5%GrowthMediumScottsdale, AZ2026-10-20
Parkside Financial Bank & Trust
21,705$2.0M0.1%CoreVery LowSaint Louis, MO2026-10-27
American Institute for Advanced Investment Management, LLP
21,695$2.0M1.2%ETFLowScottsdale, AZ2026-11-03
Sanchez Gaunt Capital Management, LLC
21,627$2.0M1.1%ETFN/AReno, NV2026-11-03
Saxon Interests, Inc.
21,128$1.9M0.7%ETFMediumHouston, TX2026-10-26
Private Client Services, LLC
21,045$1.9M0.5%ETFMediumLouisville, KY2026-10-02
Waycross Investment Management Co
20,656$1.9M1.5%ETFLowBellingham, WA2026-10-14
Fifth Third Securities, Inc.
20,552$1.9M0.1%ETFLowCincinnati, OH2026-10-21
Guardian Partners Inc.
20,525$1.9M0.2%ValueMediumToronto, South Africa2026-10-21
Wespac Advisors, LLC
20,503$1.9M1.0%ETFHighOrinda, CA2026-10-26
Upper Left Wealth Management, LLC
19,619$1.8M0.9%ETFMediumTampa, FL2026-10-14
Sage Mountain Advisors LLC
19,566$1.8M0.1%ETFLowAtlanta, GA2026-11-02
Larry Mathis Financial Planning, LLC
19,536$1.8M1.5%ValueHighPhoenix, AZ2026-10-26
Hengehold Capital Management LLC
19,431$1.8M0.1%ETFLowCincinnati, OH2026-10-16
Fjell Capital, LLC
19,345$1.8M1.0%GrowthLowFargo, ND2026-10-13
J. Safra Sarasin Holding AG
19,130$1.8M0.0%CoreMediumBasel, Switzerland2026-10-26
Norway Savings Bank
19,013$1.7M0.7%GrowthLowNorway, ME2026-10-20
International Assets Investment Management, LLC
18,938$1.7M0.1%CoreVery HighOrlando, FL2026-11-02
Onyx Bridge Wealth Group LLC
18,509$1.7M0.1%ETFMediumTarrytown, NY2026-10-16
Beese Fulmer Investment Management, Inc.
18,506$1.7M0.1%CoreLowCanton, OH2026-10-23
Parkway Wealth Management Group, LLC
18,500$1.7M0.2%ETFHighPlano, TX2026-10-20
Third View Private Wealth, LLC
18,365$1.7M0.2%GrowthLowWestport, CT2026-10-30
Carlton Hofferkamp & Jenks Wealth Management, LLC
18,340$1.7M0.5%ETFLowThe Woodlands, TX2026-10-21
New Harbor Financial Group, LLC
18,118$1.7M0.2%ETFMediumWorcester, MA2026-10-22
Transce3nd, LLC
18,028$1.7M1.6%GrowthLowBuda, TX2026-10-26
Rosenberg Matthew Hamilton
17,941$1.6M0.3%ETFVery LowGrand Junction, CO2026-10-05
Ascentis Independent Advisors
17,791$1.6M0.1%ETFLowDallas, TX2026-11-03
First Horizon Corp
17,704$1.6M0.1%CoreLowMemphis, TN2026-10-26
DBK Financial Counsel, LLC
17,191$1.6M1.3%ETFVery LowCuyahoga Falls, OH2026-10-13
Revisor Wealth Management LLC
17,154$1.6M0.4%CoreLowAkron, OH2026-10-20
Marion Wealth Management
17,115$1.6M0.3%ETFVery LowMonroeville, PA2026-10-22
Prairiewood Capital, LLC
17,113$1.6M0.4%ETFVery LowFargo, ND2026-10-16
Integrity Advisory Solutions, LLC
17,091$1.6M0.2%ETFMediumDallas, TX2026-10-29
United Advisor Group, LLC
17,084$1.6M0.1%ETFLowCincinnati, OH2026-11-03
Robinson Value Management, Ltd.
17,015$1.6M0.9%YieldHighSan Antonio, TX2026-10-20
Pacific Park Financial, Inc.
16,462$1.5M0.9%ETFMediumLagina Hills, CA2026-10-13
First Citizens Financial Corp
16,186$1.5M0.6%ETFLowMason City, IA2026-10-02
Ameliora Wealth Management Ltd.
16,163$1.5M0.4%ETFLowZurich, Switzerland2026-10-23
Capital CS Group, LLC
15,961$1.5M1.1%YieldMediumIrvine, CA2026-10-29
RPG Investment Advisory, LLC
15,930$1.5M0.3%GrowthLowPleasanton, CA2026-10-21
Paulson Wealth Management Inc.
15,900$1.5M0.3%ETFLowWest Palm Beach, FL2026-11-02
Dorval Corp
15,606$1.4M0.4%ETFLowMaple Grove, MN2026-10-29
Catalyst Capital Advisors LLC
15,500$1.4M0.0%ETFVery LowSan Juan, PR2026-11-02
SteelPeak Wealth, LLC
15,111$1.4M0.0%GrowthHighWoodland Hills, CA2026-10-16
JGP Wealth Management, LLC
14,800$1.4M0.1%CoreLowBend, OR2026-10-13
Buck Wealth Strategies, LLC
14,661$1.3M0.1%ValueMediumDenver, CO2026-10-28
Griffith & Werner, Inc.
14,567$1.3M0.5%ValueMediumCanton, GA2026-11-04
Diversified Management Inc
14,470$1.3M0.2%CoreVery LowMilwaukee, WI2026-10-08
Tortuga Wealth Management, Inc
13,745$1.3M0.9%CoreLowTorrance, CA2026-10-27
Ascent Wealth Partners, LLC
13,540$1.2M0.1%GrowthLowNew Hartford, NY2026-10-23
Robinswood Financial LLC
13,505$1.2M0.4%ETFVery LowKirkland, WA2026-10-20
Pinkerton Wealth, LLC
13,470$1.2M0.2%CoreHighCoeur D Alene, ID2026-10-29
Eastern Bank
13,467$1.2M0.0%GrowthMediumBoston, MA2026-10-05
Ascent Group, LLC
13,267$1.2M0.0%CoreLowVirginia Beach, VA2026-10-30
HB Wealth Management, LLC
13,083$1.2M0.0%IndexVery LowAtlanta, GA2026-10-23
Smart Wealth LLC
12,890$1.2M0.2%ETFHighOmaha, NE2026-11-04
Invariant Investment Management
12,882$1.2M0.7%ETFLowCamp Hill, PA2026-10-08
Highline Wealth Partners LLC
12,561$1.2M0.2%ETFMediumSherman Oaks, CA2026-10-19
Brown Miller Wealth Management, LLC
12,534$1.1M0.3%GrowthLowMclean, VA2026-11-02
Baker Tilly Wealth Management, LLC
12,526$1.1M0.2%GrowthLowMadison, WI2026-10-05
Focused Wealth Management, Inc
12,291$1.1M0.1%ETFLowNewburgh, NY2026-10-30
Attessa Capital LLC
12,279$1.1M0.5%ETFVery LowTucson, AZ2026-10-09
Pinnacle Associates LTD
12,115$1.1M0.0%CoreLowNew York, NY2026-10-20
Welch Group, LLC
11,993$1.1M0.0%CoreVery LowBirmingham, AL2026-10-29
Mccarter Private Wealth Services LLC
11,937$1.1M0.4%CoreLowBoston, MA2026-10-22
Bourgeon Capital Management LLC
11,780$1.1M0.2%CoreMediumDarien, CT2026-10-19
Dynamic Advisor Solutions LLC
11,767$1.1M0.0%ETFLowPhoenix, AZ2026-10-13
BayBridge Capital Group, LLC
11,687$1.1M0.6%GARPMediumLivermore, CA2026-10-13
Castleview Partners, LLC
11,630$1.1M0.5%CoreMediumDallas, TX2026-10-09
Flagstar Securities, Inc
11,628$1.1M0.3%ETFVery LowNew York, NY2026-10-15
Blue Trust, Inc.
11,578$1.1M0.0%ETFLowBrentwood, TN2026-10-15
XY Planning Network, Inc.
11,510$1.1M0.1%ETFLowBozeman, MT2026-10-14
Comprehensive Financial Planning, Inc.
11,494$1.1M0.6%Agg GrowthLowEast Petersburg, PA2026-10-27
Ashton Thomas Securities, LLC
11,304$193.5K0.0%ETFMediumRochester, NY2026-10-26
Rockport Wealth LLC
11,260$1.0M0.2%ETFMediumFairview Park, OH2026-11-03
Monument Capital Management
11,245$1.0M0.2%GARPHighAlexandria, VA2026-10-09
Intrua Financial, LLC
11,197$1.0M0.1%ETFMediumHouston, TX2026-10-28
Seed Wealth Management, Inc.
11,170$1.0M0.6%ETFMediumEvanston, IL2026-10-20
Briaud Financial Planning Inc
11,116$1.0M0.2%ETFLowCollege Station, TX2026-10-20
Cornerstone Wealth Management, LLC
11,115$1.0M0.0%ETFVery LowSt. Peters, MO2026-11-04
Richmond Investment Services, LLC
11,049$1.0M0.3%ETFLowMequon, WI2026-10-29
Aspiriant, LLC
11,000$1.0M0.0%ETFVery LowLos Angeles, CA2026-10-16
Sunpointe, LLC
10,951$1.0M0.3%GrowthMediumSt. Louis, MO2026-10-22
Tsfg, LLC
10,937$1.0K0.0%ETFLowLake Forest, IL2026-10-23
Sound Income Strategies, LLC
10,860$993.4K0.0%YieldMediumFt Lauderdale, FL2026-10-09
Royal Fund Management, LLC
10,712$981.7K0.1%GrowthMediumLady Lake, FL2026-10-22
Optima Capital LLC
10,641$975.1K0.4%ETFHighPortland, OR2026-10-29
Diversified Portfolios, Inc.
10,597$971.1K0.1%ETFLowBloomfield Hills, MI2026-11-04
Creekside Partners
10,594$970.9K0.4%ETFVery LowPetaluma, CA2026-11-04
Global View Capital Management LLC
10,565$968.2K0.2%ETFHighWaukesha, WI2026-10-28
Eddie Patel Inc
10,529$964.9K0.6%GARPVery HighChicago, IL2026-11-02
Realta Investment Advisors
10,519$964.0K0.3%GrowthMediumWilmington, DE2026-10-14
Steel Grove Capital Advisors, LLC
10,517$963.8K0.1%ETFLowMemphis, TN2026-10-13
Nfsg Corp
10,480$960.4K0.1%Agg GrowthMediumBoca Raton, FL2026-10-15
TFB Advisors LLC
10,366$949.9K0.4%ETFLowOverland Park, KS2026-11-02
Pittenger & Anderson Inc
10,260$940.2K0.0%CoreLowLincoln, NE2026-11-02
Wealth Architects, LLC
10,093$925.0K0.1%ETFVery LowMountain View, CA2026-11-03
SeaCrest Wealth Management, LLC
9,995$915.9K0.1%GrowthLowPurchase, NY2026-10-21
Capital Planning LLC
9,861$903.7K0.2%ETFLowBellevue, WA2026-10-09
Leading Edge Financial Planning LLC
9,837$901.5K0.2%ETFLowKnoxville, TN2026-10-23
Occidental Asset Management, LLC
9,763$894.7K0.1%GrowthLowBurlingame, CA2026-11-05
CPR Investments Inc.
9,509$871.4K0.6%ETFHighRochester, MI2026-10-26
Raab & Moskowitz Asset Management LLC
9,388$860.3K0.2%CoreLowChatham, NJ2026-11-02
MBA Advisors LLC
9,348$856.7K0.3%ETFLowHermitage, PA2026-10-29
Unique Wealth, LLC
9,246$847.3K0.1%ETFMediumTampa, FL2026-10-16
Burke & Herbert Bank & Trust Co
9,215$844.5K0.2%CoreVery LowAlexandria, VA2026-11-02
Creative Financial Designs Inc
8,971$822.1K0.0%ETFMediumKokomo, IN2026-11-04
MFG Wealth Management, Inc.
8,876$813.4K0.6%GrowthHighIndianapolis, IN2026-10-09
B.O.S.S. Retirement Advisors, LLC
8,871$812.9K0.2%ETFMediumLehi, UT2026-10-26
Hobart Private Capital, LLC
8,680$795.4K0.1%ETFMediumCharlotte, NC2026-10-19
Claro Advisors Inc.
8,662$793.7K0.1%CoreLowBoston, MA2026-11-02
Balboa Wealth Partners
8,604$788.5K0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
Forvis Mazars Wealth Advisors, LLC
8,602$788.3K0.0%ETFVery LowSpringfield, MO2026-10-13
SAX Wealth Advisors, LLC
8,549$783.4K0.0%ETFVery LowParsippany, NJ2026-10-13
Richardson Financial Services Inc.
8,512$780.0K0.4%GrowthMediumMedway, MA2026-10-30
Elwood & Goetz Wealth Advisory Group, LLC
8,488$777.8K0.1%ETFLowAthens, GA2026-10-28
Kestra Investment Management, LLC
8,450$774.3K0.0%ETFMediumAustin, TX2026-11-04
Encompass More Asset Management
8,394$769.2K0.1%ETFHighDanville, CA2026-10-16
CFG Wealth Management Services, Inc.
8,390$766.9K0.7%ETFLowIndianapolis, XX2026-10-21
Signature Estate & Investment Advisors LLC
8,255$756.5K0.0%ETFMediumLos Angeles, CA2026-10-13
Retireful, LLC
8,185$750.1K0.6%GrowthVery HighHaslett, MI2026-10-09
Total Clarity Wealth Management, Inc.
8,162$748.0K0.1%ETFMediumSt. Charles, IL2026-10-26
Mitchell Sinkler & Starr
8,021$735.1K0.3%CoreVery LowPhiladelphia, PA2026-10-13
Triad Wealth Partners, LLC
8,000$733.1K0.0%ETFMediumLawrence, KS2026-10-26
Arlington Trust Co LLC
7,999$733.0K0.1%ETFMediumBirmingham, AL2026-10-20
Portfolio Design Labs, LLC
7,908$724.7K0.1%GrowthMediumEncino, CA2026-11-04
Focused Alpha, LLC
7,868$721.0K0.2%CoreMediumDenver, CO2026-10-20
Columbia Advisory Partners LLC
7,855$719.8K0.4%ETFMediumSpokane, WA2026-10-15
Total Investment Management Inc
7,735$708.8K0.1%ETFLowScottsdale, AZ2026-10-22
Meitav Investment House LTD
7,699$705.5K0.0%ETFMediumBene-Beraq, Luxembourg2026-10-28
Evergreen Capital Management LLC
7,496$686.9K0.0%GARPMediumBellevue, WA2026-10-23
Matauro, LLC
7,452$682.9K0.1%ETFLowNew York, NY2026-11-03
Endowment Wealth Management, Inc.
7,445$682.2K0.2%ETFMediumAppleton, WI2026-11-03
Left Brain Wealth Management, LLC
7,439$681.7K0.2%MomentumHighNaperville, IL2026-10-28
Stonehaven Wealth & TAX Solutions, LLC
7,428$680.7K0.6%ETFLowAppleton, WI2026-10-22
Wealthcare Capital Management LLC
7,379$676.2K0.1%ETFVery LowRichmond, VA2026-10-21
McAdam, LLC
7,243$663.8K0.0%ETFLowPhiladelphia, PA2026-10-21
Summa Corp.
7,236$663.1K0.1%Agg GrowthLowThe Woodlands, TX2026-10-30
Colonial River Investments, LLC
7,204$660.2K0.2%GrowthMediumMidlothian, VA2026-10-19
RiverTree Advisors, LLC
7,203$660.1K0.4%ETFMediumWinter Park, FL2026-10-13
Verum Partners LLC
7,042$645.3K0.1%ETFLowCharlotte, NC2026-10-21
Provenance Wealth Advisors, LLC
7,036$644.8K0.0%ETFLowFort Lauderdale, FL2026-10-30
Beacon Bank & Trust
6,922$634.3K0.1%CoreMediumBoston, MA2026-10-27
Eagle Strategies LLC
6,910$633.2K0.1%ETFLowNew York, NY2026-10-16
Traphagen Investment Advisors LLC
6,842$627.0K0.0%ETFLowOradell, NJ2026-10-14
Navigation Wealth Management, Inc.
6,773$619.7K0.9%ETFLowFort Collins, CO2026-11-03
Platform Technology Partners
6,772$620.6K0.1%CoreVery LowLocust Valley, NY2026-11-02
Arkfeld Wealth Strategies, L.L.C.
6,722$614.8K0.2%ValueLowOmaha, NE2026-10-19
Providence First Trust Co
6,715$615.4K0.2%ETFMediumScottsdale, AZ2026-11-02
Milestone Asset Management, LLC
6,712$615.2K0.1%GrowthHighPittsburgh, PA2026-10-15
Clio Asset Management LLC
6,695$613.5K0.5%CoreMediumCharlottesville, VA2026-10-13
Quadcap Wealth Management, LLC
6,651$609.5K0.1%ETFLowFrisco, TX2026-11-02
Pacific Excel Wealth Advisors, Inc.
6,559$601.1K0.7%ETFHighWalnut Creek, CA2026-10-27
Client First Investment Management LLC
6,402$586.7K0.3%ETFHighWest Bend, WI2026-10-09
Spectrum Asset Management, Inc. (NB )
6,375$584.2K0.2%CoreMediumNewport Beach, CA2026-10-19
Five Pine Wealth Management
6,372$583.9K0.3%ETFVery LowCoeur D Alene, ID2026-10-20
Chicago Partners Investment Group LLC
6,353$582.1K0.0%GARPLowChicago, IL2026-10-27
Eagle Global Advisors LLC
6,350$581.9K0.0%CoreLowHouston, TX2026-11-02
Greenleaf Trust
6,334$580.4K0.0%CoreLowKalamazoo, MI2026-10-29
Town Capital LLC
6,250$572.8K0.4%ETFHighBel Air, MD2026-11-03
Versant Capital Management, Inc
6,184$566.7K0.0%GARPLowPhoenix, AZ2026-10-02
Mission Wealth Management, LP
5,985$548.5K0.0%ETFLowSanta Barbara, CA2026-10-15
Beacon Financial Advisory LLC
5,936$543.9K0.1%ETFLowCleveland, OH2026-10-16
Paladin Wealth, LLC
5,907$541.4K0.3%CoreLowArden Hills, MN2026-10-23
Summit Financial Strategies, Inc.
5,898$540.5K0.0%ETFLowColumbus, OH2026-10-14
Sloy Dahl & Holst, LLC
5,775$529.2K0.1%Agg GrowthVery LowVancouver, WA2026-10-14
Aegis Wealth Management, Inc.
5,720$524.2K0.3%ETFMediumGuthrie Center, IA2026-10-26
Hummer Financial Advisory Services Inc
5,700$522.3K0.3%CoreVery LowChicago, IL2026-10-09
Councilor Wealth, LLC
5,578$511.2K0.2%ETFLowBethesda, MD2026-10-09
Lincoln Capital Corp
5,572$510.6K0.2%ETFMediumEast Greenwich, RI2026-10-13
Americana Partners, LLC
5,502$504.2K0.0%CoreMediumHouston, TX2026-10-28
GEM Asset Management, LLC
5,500$504.0K0.2%ETFLowPlymouth, MI2026-10-13
Waystone Advisors LLC
5,442$498.7K0.4%ETFLowRedmond, WA2026-10-16
Acorn Wealth Advisors, LLC
5,407$495.5K0.1%ETFLowGrand Blanc, MI2026-10-19
Salvus Wealth Management, LLC
5,297$485.4K0.3%CoreMediumRed Bank, NJ2026-10-13
City Center Advisors, LLC
5,283$484.2K0.4%ETFMediumTroy, MI2026-10-08
Sound Financial Strategies Group, LLC
5,279$483.8K0.3%ETFMediumMadison, MS2026-10-30
Miramontes Capital, LLC
5,175$474.2K0.1%GrowthVery LowNewport, CA2026-10-19
Stegent Equity Advisors, Inc.
5,174$474.1K0.4%ETFHighHouston, TX2026-10-13
Stiles Financial Services Inc
5,116$468.8K0.1%GrowthLowEdina, MN2026-10-30
Capital Square, LLC
5,068$464.5K0.2%YieldMediumAthens, TN2026-10-19
AlphaStar Capital Management, LLC
5,006$458.7K0.0%ETFMediumCornelius, NC2026-10-16
PKS Advisory Services, LLC
4,966$455.1K0.1%ETFMediumAlbany, NY2026-10-26
Archford Capital Strategies, LLC
4,913$450.2K0.0%GrowthMediumSwansea, IL2026-10-19
Able Financial Group, LLC
4,906$449.6K0.1%ETFLowScottsdale, AZ2026-10-14
Kings Path Partners LLC
4,718$432.4K0.1%ETFVery LowSugar Land, TX2026-10-21
Andina Capital Management, LLC
4,685$429.3K0.6%ETFMediumLogan, UT2026-10-21
SFG Wealth Management, Llc.
4,647$425.9K0.2%ETFMediumTowson, MD2026-10-23
WealthBridge Capital Management, LLC
4,639$425.1K0.1%ETFLowWesterville, OH2026-10-16
Gamma Investing LLC
4,600$421.5K0.0%IndexVery LowFoster City, CA2026-10-08
Enclave Advisors LLC
4,590$420.7K0.1%ETFMediumAustin, TX2026-10-14
TCP Asset Management, LLC
4,571$417.9K0.0%ETFLowUpper Arlington, OH2026-10-14
Silverleafe Capital Partners, LLC
4,519$414.1K0.1%CoreMediumGermantown, TN2026-10-02
Roman Butler Fullerton & Co
4,510$413.0K0.1%GrowthMediumSt Louis, MO2026-10-27
CPC Advisors, LLC
4,477$410.3K0.1%ETFMediumAtlanta, GA2026-10-21
Wealth Advisory Solutions, LLC
4,445$407.3K0.1%ETFLowZionsville, IN2026-10-20
SpringVest Wealth Management LLC
4,413$404.4K0.2%ETFLowDallas, TX2026-10-27
Cane Capital Partners, LLC
4,392$402.5K0.1%GrowthMediumSt Francisville, LA2026-10-23
Princeton Capital Management LLC
4,370$400.5K0.1%Agg GrowthLowRed Bank, NJ2026-10-27
Innova Wealth Partners
4,368$400.3K0.2%ETFHighNewtown, PA2026-10-21
Hamilton Capital, LLC
4,330$396.8K0.0%ETFVery LowColumbus, OH2026-10-08
Nemes Rush Group LLC
4,286$392.8K0.0%CoreVery LowNovi, MI2026-11-04
Fulcrum Equity Management
4,285$392.7K0.3%GrowthHighPlano, TX2026-10-21
Holos Integrated Wealth LLC
4,267$390.8K0.2%ETFLowKennett Square, PA2026-10-23
Ceera Investments, LLC
4,265$390.8K0.1%CoreMediumBellaire, TX2026-11-02
Partners Wealth Management, LLC
4,244$388.9K0.0%CoreLowCarmel By The Sea, CA2026-10-28
Redwood Park Advisors LLC
4,233$388.0K0.2%ETFVery LowRedwood City, CA2026-11-02
New Wave Wealth Advisors LLC
4,212$385.5K0.1%CoreMediumSpringdale, AR2026-10-19
Woodward Diversified Capital, LLC
4,144$379.8K0.1%CoreLowBakersfield, CA2026-10-21
Bond & Devick Financial Network, Inc.
4,104$376.1K0.1%ETFVery LowSt. Louis Park, MN2026-10-23
IFC & Insurance Marketing, Inc.
4,085$374.4K0.3%ETFHighAuburn, CA2026-10-16
Integrated Capital Management, LLC
4,067$372.7K0.1%ETFLowBloomfield, MI2026-10-23
Lazari Capital Management, Inc.
4,062$372.3K0.1%GrowthLowBurbank, CA2026-10-20
Madrid Financial Services
4,054$371.5K0.2%ETFHighManhattan Beach, CA2026-11-03
Fire Capital Management LLC
4,000$366.6K0.1%GrowthLowSan Francisco, CA2026-10-27
Texas Bank & Trust Co
4,000$366.6K0.1%CoreLowLongview, TX2026-11-04
Sterling Investment Counsel, LLC
3,992$365.8K0.1%GrowthLowBuffalo, NY2026-10-19
Sentinel Pension Advisors, LLC
3,917$358.9K0.0%ETFLowWakefield, MA2026-11-02
Evolution Wealth Advisors, LLC
3,895$356.9K0.0%ETFLowAventura, FL2026-11-03
Northeast Investment Management
3,861$353.8K0.0%GrowthVery LowBoston, MA2026-10-30
Transcendent Capital Group LLC
3,805$348.7K0.1%ETFMediumEdmond, OK2026-10-28
Cypress Wealth Services, LLC
3,759$343.8K0.0%ETFLowPalm Desert, CA2026-10-21
Courier Capital LLC
3,744$343.1K0.0%ETFLowBuffalo, NY2026-10-19
Worth Financial Advisory Group, LLC
3,678$337.1K0.1%GrowthVery LowCharlotte, NC2026-10-19
Brighton Jones LLC
3,669$336.2K0.0%CoreVery LowSeattle, WA2026-11-03
A4 Wealth Advisors LLC
3,500$320.8K0.2%ETFHighHuntersville, NC2026-10-20
Beacon Investment Advisory Services, Inc.
3,500$320.7K0.0%GrowthLowMorristown, NJ2026-10-13
Rede Wealth, LLC
3,469$317.9K0.1%ValueMediumCharlottesville, VA2026-10-22
Calamos Advisors LLC
3,433$314.6K0.0%GrowthMediumNaperville, IL2026-11-02
Tableaux LLC
3,429$314.2K0.1%ETFLowStockbridge, MA2026-10-23
Strategy Asset Managers LLC
3,402$311.8K0.0%CoreLowPasadena, CA2026-10-14
Weaver Consulting Group
3,380$309.7K0.1%ETFLowHuntington Beach, CA2026-10-07
Farrow Financial, Inc.
3,366$308.5K0.2%ETFLowSouth Burlington, VT2026-10-30
HUB Investment Partners, LLC
3,363$308.2K0.0%GrowthLowAustin, TX2026-11-03
Fonville Wealth Management LLC
3,357$307.6K0.0%ETFVery LowRichmond, VA2026-10-28
Nvwm, LLC
3,330$305.2K0.1%GrowthMediumYardley, PA2026-10-14
Paragon Private Wealth Management, LLC
3,209$294.1K0.1%GrowthLowLexington, KY2026-10-20
True Private Wealth Advisors
3,182$291.7K0.0%ETFMediumSalem, OR2026-10-19
EdgeRock Capital LLC
3,151$288.8K0.1%ETFLowDenver, CO2026-11-03
Avidian Wealth Enterprises, LLC
3,142$287.9K0.0%ETFLowHouston, TX2026-10-08
Swmg, LLC
3,140$287.6K0.1%ETFMediumFort Worth, TX2026-10-23
Novem Group
3,138$287.6K0.0%ETFMediumRochester, NY2026-10-19
Syntegra Private Wealth Group, LLC
3,109$284.9K0.0%ETFLowChesterfield, MO2026-10-13
Soundwatch Capital LLC
3,093$282.8K0.0%ETFVery LowDallas, TX2026-11-04
True Freedom Investing, LLC
3,089$283.0K0.0%CoreHighCoeur D'Alene, ID2026-10-29
Broussard Financial Group LLC
3,077$282.0K0.2%ETFMediumKaplan, LA2026-10-26
Capital Advisors Wealth Management, LLC
3,001$275.0K0.0%ETFLowYakima, WA2026-10-09
Cantor Fitzgerald Investment Advisors L.P.
2,951$270.4K0.0%YieldLowNew York, NY2026-10-21
Clean Yield Group
2,943$269.7K0.1%CoreLowNorwich, VT2026-10-28
SimpliFi, Inc.
2,942$269.6K0.1%ETFMediumSan Diego, CA2026-10-28
Signature Equity Partners, LLC
2,932$268.7K0.1%GrowthMediumColumbus, OH2026-10-29
ARS Wealth Advisors Group, LLC
2,919$267.5K0.0%CoreLowSt. Petersburg, FL2026-10-16
Lockerman Financial Group, Inc.
2,896$265.4K0.4%ETFMediumNewport Beach, CA2026-10-19
Elevate Capital Advisors, LLC
2,854$261.6K0.1%ValueHighEagle, CO2026-11-02
PFW Advisors LLC
2,853$261.4K0.1%CoreLowAtlanta, GA2026-10-07
Gateway Investment Advisers LLC
2,853$261.4K0.0%GrowthLowCincinnati, OH2026-10-13
Summit Investment Advisory Services, LLC
2,822$258.6K0.1%ETFVery LowRoseville, MN2026-11-03
Indivisible Partners
2,804$256.9K0.0%GrowthMediumClearwater, FL2026-10-26
Keeler Thomas Management LLC
2,793$256.0K0.1%CoreHighOrem, UT2026-10-29
Smith Salley Wealth Management
2,771$253.9K0.0%GrowthLowGreensboro, NC2026-11-03
Verity Asset Management, Inc.
2,770$253.8K0.1%CoreMediumDurham, NC2026-10-30
Secure Asset Management, LLC
2,764$253.3K0.0%GrowthMediumTroy, MI2026-10-19
Redhawk Wealth Advisors, Inc.
2,758$252.8K0.0%ETFHighMinneapolis, MN2026-10-14
Valtinson Bruner Financial Planning LLC
2,745$251.6K0.1%ETFLowNew Brighton, MN2026-11-02
First Heartland Consultants, Inc.
2,744$251.5K0.0%ETFMediumLake St. Louis, MO2026-10-08
Triumph Capital Management
2,743$251.4K0.0%ETFMediumDenver, CO2026-10-14
Turtle Creek Wealth Advisors, LLC
2,731$250.3K0.0%GrowthLowDallas, TX2026-10-15
Fortitude Advisory Group L.L.C.
2,729$250.1K0.1%GrowthMediumGig Harbor, WA2026-10-15
R2 Capital Strategies, LLC
2,713$248.6K0.1%ETFN/ALincoln, NE2026-10-15
HCR Wealth Advisors
2,700$247.5K0.0%GrowthLowLos Angeles, CA2026-10-15
Blume Capital Management, Inc.
2,672$244.9K0.0%CoreMediumBerkeley, CA2026-10-26
LightSquare Wealth Management, LLC
2,646$242.5K0.2%ETFN/ABingham Farms, MI2026-11-03
Kelly Financial Group LLC
2,623$240.4K0.1%ETFLowWethersfield, CT2026-10-16
Argyle Capital Partners, LLC
2,590$237.4K0.1%CoreLowLos Angeles, CA2026-10-23
United Asset Strategies, Inc.
2,556$234.2K0.0%GrowthLowGarden City, NY2026-10-28
Lodestone Wealth Management LLC
2,548$233.5K0.1%CoreLowSpokane, WA2026-10-14
Heritage Wealth Management, Inc.
2,437$223.3K0.1%CoreLowCincinnati, OH2026-10-28
Uptick Partners, LLC
2,405$220.4K0.0%ETFLowNacogdoches, TX2026-11-04
ARQ Wealth Advisors, LLC
2,400$219.9K0.0%ETFLowScottsdale, AZ2026-10-29
Phraction Management LLC
2,383$218.4K0.0%GrowthLowColchester, CT2026-10-14
Apeiron RIA LLC
2,376$217.2K0.0%ETFMediumDallas, TX2026-10-08
Legacy Wealth Partners, LLC
2,349$215.3K0.0%ETFHighLakewood, CO2026-10-15
Howard Financial Services, Ltd.
2,338$214.3K0.0%ETFLowDallas, TX2026-10-15
Formidable Asset Management, LLC
2,333$213.8K0.0%CoreLowCincinnati, OH2026-11-03
Absolute Capital Management, LLC
2,333$213.9K0.0%ETFMediumPittsburgh, PA2026-10-16
Lake Street Private Wealth, LLC
2,328$213.3K0.0%GrowthLowChicago, IL2026-10-22
Portland Financial Advisors Inc
2,322$212.8K0.4%ETFVery LowPort Washington, NY2026-10-26
Greenwood Gearhart LLC
2,306$211.3K0.0%ETFLowFayetteville, AR2026-11-02
Advisory Solutions Group, LLC
2,285$209.4K0.0%ETFN/APlymouth, MN2026-10-14
Financial Architects, LLC
2,285$209.4K0.1%ETFLowWoodstock, GA2026-10-13
Valeo Financial Advisors, LLC
2,283$209.2K0.0%ETFLowCarmel, IN2026-10-08
Prosperity Financial Group, Inc.
2,255$206.6K0.1%GrowthMediumSan Ramon, CA2026-10-29
Columbia Asset Management
2,250$206.2K0.0%CoreLowAnn Arbor, MI2026-10-19
Penobscot Investment Management Company, Inc.
2,230$204.4K0.0%GrowthLowBoston, MA2026-10-26
Thrive Wealth Management, LLC
2,222$203.6K0.0%ETFVery LowAudubon, PA2026-10-13
Cottage Street Advisors LLC
2,212$202.7K0.1%GrowthLowMarion, MA2026-10-19
FIG Financial Advisory Services Inc
2,209$202.4K0.1%CoreVery HighOklahoma City, OK2026-10-07
First Premier Bank
2,184$2000.0%CoreVery LowSioux Falls, SD2026-10-13
Virginia Estate & Retirement Planning Advisors Inc.
2,049$187.8K0.2%ETFLowGlen Allen, VA2026-10-14
CX Institutional
1,926$1760.0%CoreMediumAuburn, IN2026-10-02
Godsey & Gibb, Inc
1,870$171.4K0.0%CoreLowRichmond, VA2026-10-14
Acropolis Investment Management, LLC
1,635$149.8K0.0%ETFLowSt. Louis, MO2026-10-08
Armstrong Advisory Group, Inc
1,627$149.1K0.0%ETFHighNeedham, MA2026-10-09
Evolution Wealth Management Inc.
1,321$121.1K0.1%ETFMediumFort Myers, FL2026-10-28
Covestor Ltd
1,313$1200.0%ValueHighLondon, United Kingdom2026-10-30
Ascentis Wealth Management, LLC
1,143$104.8K0.0%Agg GrowthLowDallas, TX2026-11-03
Clark Wealth Partners
1,089$99.8K0.1%ETFVery LowO'Fallon, IL2026-10-19
Angeles Wealth Management, LLC
1,009$92.5K0.0%ETFLowSanta Monica, CA2026-10-26
Phillip James Consulting Co.
952$87.2K0.1%ETFVery HighPlymouth, MN2026-11-03
WPG Advisers, LLC
850$77.9K0.0%CoreLowBaltimore, MD2026-10-27
Golden State Wealth Management, LLC
742$68.0K0.0%ETFMediumSanta Ana, CA2026-11-02
Dynamic Wealth Strategies, LLC
705$64.6K0.0%ETFLowGranite Bay, CA2026-10-16
Lloyd Advisory Services, Llc.
704$64.6K0.0%ETFVery HighSuwanee, GA2026-11-02
Washington Trust Advisors, Inc.
662$60.7K0.0%GrowthLowWellesley, MA2026-10-22
Cassaday & Co Wealth Management LLC
645$59.1K0.0%ETFVery LowMclean, VA2026-10-27
Cullen T Bankers, Inc.
584$53.5K0.0%GrowthLowSan Antonio, TX2026-10-28
Bangor Savings Bank
546$50.0K0.0%ETFLowBangor, ME2026-10-06
Networth Advisors, LLC
540$49.5K0.0%ETFMediumCanonsburg, PA2026-11-03
First Bancorp, Inc
500$45.8K0.0%ValueVery LowDamariscotta, ME2026-10-26
Weaver Capital Management LLC
493$45.2K0.0%GrowthMediumSuwanee, GA2026-10-15
Trust Co of Vermont
455$41.7K0.0%CoreVery LowBrattleboro, VT2026-10-21
City State Bank
453$41.5K0.0%GrowthVery LowNorwalk, IA2026-10-20
Glass Jacobson Investment Advisors llc
446$40.8K0.0%ETFLowOwings Mills, MD2026-10-26
Compass Financial Management LLC
427$39.1K0.0%CoreN/ATampa, FL2026-10-30
Topor & Co. Korea
425$38.9K0.0%ETFN/ASeoul, Malaysia2026-10-22
Allspring Global Investments Holdings, LLC
401$36.7K0.0%CoreMediumCharlotte, NC2026-11-04
3 Factor Indexing, LLC
397$36.4K0.0%ETFLowSacramento, CA2026-10-15
Wilmington Savings Fund Society, FSB
394$36.1K0.0%CoreLowWilmington, DE2026-10-23
Quest 10 Wealth Builders, Inc.
375$34.4K0.0%ETFLowFuquay-Varina, VA2026-11-02
Balentine LLC
357$32.7K0.0%ETFLowAtlanta, GA2026-11-03
Latitude Advisors, LLC
341$31.3K0.0%ETFLowYorkville, IL2026-10-27
Align Financial, LLC
334$30.6K0.0%ETFVery LowHermantown, MN2026-10-16
Kroeger Financial Partners
287$26.3K0.0%ETFN/AGrass Valley, CA2026-10-19
Provident Wealth Management, LLC
273$25.0K0.0%ETFVery LowBrentwood, TN2026-10-20
Piscataqua Savings Bank
263$24.1K0.0%CoreVery LowPortsmouth, NH2026-10-21
Thurston, Springer, Miller, Herd & Titak, Inc.
222$20.3K0.0%GrowthMediumIndianapolis, IN2026-10-14
Main Street Group, LTD
220$20.2K0.0%ETFMediumGlen Allen, VA2026-10-28
Rakuten Investment Management, Inc.
197$18.1K0.0%ETFMediumTokyo, Mexico2026-10-30
Rudd Co d/b/a Styre Wealth
192$17.6K0.0%ValueN/AFort Worth, TX2026-10-29
Mosley Wealth Management
170$15.6K0.0%ETFHighAnaheim, CA2026-10-16
Moisand Fitzgerald Tamayo, LLC
161$14.8K0.0%ETFVery LowOrlando, FL2026-10-15
Avion Wealth
152$130.0%ETFLowThe Woodlands, TX2026-11-04
Mather Group, Llc.
105$9.6K0.0%ETFMediumChicago, IL2026-10-14
Reap Financial Group, LLC
103$9.4K0.0%ETFLowAustin, TX2026-11-02
Trust Co
78$7.1K0.0%ETFVery LowManhattan, KS2026-10-09
IMG Wealth Management, Inc.
77$7.1K0.0%ETFMediumJacksonville, FL2026-10-27
Rydar Equities, Inc.
74$6.8K0.0%CoreVery LowWeatherford, TX2026-10-13
Root Financial Partners, LLC
62$5.7K0.0%ETFMediumEncinitas, CA2026-10-21
Birch Financial Group, LLC
52$4.8K0.0%CoreLowKeene, NH2026-10-27
Princeton Global Asset Management LLC
50$4.6K0.0%GrowthLowPrinceton, NJ2026-10-21
Key FInancial Inc
47$4.3K0.0%ETFLowWest Chester, PA2026-11-02
Pinnacle Bancorp, Inc.
47$4.3K0.0%CoreVery LowBeatrice, NE2026-10-21
Townsend Asset Management Corp
43$3.9K0.0%CoreLowRaleigh, NC2026-10-29
Westside Investment Management, Inc.
38$3.5K0.0%GrowthLowSanta Monica, CA2026-11-02
Nova Financial LLC
37$3.4K0.0%N/AN/ATucson, AZ2026-11-04
Kingdom Financial Group Llc.
35$3.2K0.0%ETFMediumPeoria, AZ2026-11-04
Vermillion Wealth Management, Inc.
32$2.9K0.0%ValueLowRosemount, MN2026-10-26
POM Investment Strategies, LLC
29$2.6K0.0%ETFVery HighRaleigh, NC2026-10-20
Signaturefd, LLC
21$1.9K0.0%IndexLowAtlanta, GA2026-10-23
Bfsg, LLC
16$1.5K0.0%CoreLowIrvine, CA2026-10-30
CKW Financial Group
12$10.0%ETFVery LowHonolulu, HI2026-10-29
Halbert Hargrove Global Advisors, LLC
10$8960.0%ETFLowLong Beach, CA2026-10-16
Vima LLC
8$7050.0%CoreLowTroy, MI2026-10-23
Valley National Advisers Inc
6$5500.0%ETFLowBethlehem, PA2026-10-23
DecisionPoint Financial, LLC
1$920.0%ETFVery LowMesa, AZ2026-10-27
Tounjian Advisory Partners, LLC
1$1080.0%GrowthHighFort Myers, FL2026-11-04
Rachor Investment Advisory Services, LLC
1$1100.0%ETFVery LowLinden, MI2026-10-29
Raleigh Capital Management Inc.
1$910.0%CoreMediumCary, NC2026-10-28