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SS Spdr P S&P 600 Small Cap (SPSM)

CUSIP: 78468R853 | NYSE | 1872 institutional holders

Quarters

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

Cliftonlarsonallen Wealth Advisors, LLC5,209,244
3.6% of portfolio›$275.4M
Creative Planning2,743,375
0.1% of portfolio›$145.0M
Assetmark, Inc2,049,339
0.2% of portfolio›$108.3M
Pinnacle Wealth Planning Services, Inc.1,873,855
9.7% of portfolio›$99.1M
Wealthcare Advisory Partners LLC1,849,842
1.7% of portfolio›$97.8M
Crestwood Advisors Group, LLC1,734,274
1.4% of portfolio›$91.7M
Vantagepoint Investment Advisers LLC1,205,117
0.5% of portfolio›$63.7M
Davenport & Co LLC1,151,233
0.3% of portfolio›$60.9M
Commonwealth Equity Services, LLC1,030,170
0.1% of portfolio›$54.5M
Midland Wealth Advisors, LLC955,051
2.3% of portfolio›$50.5M
First Command Advisory Services, Inc.930,197
0.3% of portfolio›$49.2M
One Day In July LLC840,472
3.1% of portfolio›$44.4M
Patriot Investment Management Group, Inc.838,842
2.6% of portfolio›$44.3M
Truist Financial Corp744,667
0.0% of portfolio›$39.4M
Greenleaf Trust704,971
0.4% of portfolio›$37.3M
Vicus Capital698,030
2.3% of portfolio›$36.9M
Peterson Wealth Advisors, LLC688,151
4.2% of portfolio›$36.4M
Fund Evaluation Group, LLC666,033
0.8% of portfolio›$35.2M
RKL Wealth Management LLC658,787
2.8% of portfolio›$34.8M
Bokf, NA644,330
0.5% of portfolio›$34.1M
Oarsman Capital, Inc.603,011
3.2% of portfolio›$31.9M
TSG Advice Partners, LLC602,540
4.5% of portfolio›$34.7M
AlphaStar Capital Management, LLC578,526
1.8% of portfolio›$30.6M
Avior Wealth Management, LLC560,773
0.8% of portfolio›$29.6M
Cambridge Investment Research Advisors, Inc.506,931
0.0% of portfolio›$26.8K
Garrett Wealth Advisory Group, LLC461,054
3.7% of portfolio›$24.4M
KWB Wealth453,296
2.0% of portfolio›$24.0M
United Asset Strategies, Inc.451,181
1.6% of portfolio›$23.8M
Greenwood Gearhart LLC439,622
1.1% of portfolio›$23.2M
Fifth Third Bancorp433,057
0.0% of portfolio›$22.9M
Diversify Advisory Services, LLC403,997
0.3% of portfolio›$21.5M
Diversify Wealth Management, LLC403,997
0.3% of portfolio›$21.5M
Shepherd Financial Partners LLC396,530
1.7% of portfolio›$21.0M
Flagship Harbor Advisors, LLC381,735
0.7% of portfolio›$20.2M
SilverOak Wealth Management LLC378,187
2.4% of portfolio›$20.0M
Boston Standard Wealth Management, LLC376,161
2.9% of portfolio›$19.9M
Evermay Wealth Management LLC359,732
1.9% of portfolio›$19.0M
Lido Advisors, LLC357,986
0.0% of portfolio›$18.9M
Atlas Private Wealth Advisors352,785
4.0% of portfolio›$18.6M
Wealth Enhancement Advisory Services, LLC351,967
0.0% of portfolio›$18.5M
Gibbs Wealth Management345,592
1.9% of portfolio›$18.3M
Cahaba Wealth Management, Inc.325,670
1.0% of portfolio›$17.2M
Taylor & Morgan Wealth Management, LLC314,362
8.0% of portfolio›$16.6M
WBH Advisory Inc311,466
1.1% of portfolio›$16.5M
Carroll Advisory Group, LLC308,325
5.1% of portfolio›$16.3M
Montz Harcus Wealth Management LLC304,807
5.6% of portfolio›$16.1M
Leicht Financial Planning & Wealth Management, Inc.303,500
6.6% of portfolio›$16.0M
Foguth Wealth Management, Llc.301,977
1.6% of portfolio›$16.0M
Windsor Capital Management, LLC299,833
4.1% of portfolio›$15.8M
Financial Insights, Inc.292,432
3.9% of portfolio›$15.5M
Park Avenue Securities LLC292,048
0.0% of portfolio›$15.4K
Klaas Financial Asset Advisors, LLC291,685
1.9% of portfolio›$15.4M
Financial Security Advisor, Inc.280,220
2.5% of portfolio›$14.8M
Parkside Financial Bank & Trust279,525
1.0% of portfolio›$14.8M
Carnegie Investment Counsel270,597
0.3% of portfolio›$14.3M
Allen Capital Group, LLC261,384
1.1% of portfolio›$13.8M
Kestra Advisory Services, LLC259,828
0.0% of portfolio›$13.7M
True Blue Financial, LLC251,912
4.9% of portfolio›$13.3M
Valeo Financial Advisors, LLC240,369
0.3% of portfolio›$12.7M
Portside Wealth Group, LLC206,216
1.2% of portfolio›$10.9M
Waller Financial Planning Group, Inc201,879
2.2% of portfolio›$10.7M
Syntegra Private Wealth Group, LLC201,317
0.8% of portfolio›$10.6M
Citigroup Inc198,298
0.0% of portfolio›$10.5M
Bensler, LLC195,864
1.0% of portfolio›$10.4M
Private Wealth Group, LLC188,740
3.8% of portfolio›$10.0M
Paulson Wealth Management Inc.182,161
2.0% of portfolio›$9.6M
International City Management Association Retirement Corp180,591
2.1% of portfolio›$9.5M
1900 Wealth Management LLC179,586
0.5% of portfolio›$9.5M
RVW Wealth, LLC174,333
0.6% of portfolio›$9.2M
Arkansas Financial Group, Inc.165,985
1.2% of portfolio›$8.8M
Advisor OS, LLC158,559
0.6% of portfolio›$8.4M
Trilogy Capital Inc.155,982
0.3% of portfolio›$8.2M
RFG Advisory, LLC153,265
0.1% of portfolio›$8.1M
Orange Investment Advisors, Inc.150,608
1.0% of portfolio›$8.0M
Warren Street Wealth Advisors, LLC144,211
1.5% of portfolio›$7.6M
Jnba Financial Advisors142,664
0.6% of portfolio›$7.5M
D.A. Davidson & Co.141,254
0.0% of portfolio›$7.5M
J.W. Cole Advisors, Inc.127,179
0.1% of portfolio›$6.7M
Midwest Trust Co127,129
0.1% of portfolio›$6.7M
Focus Financial Network, Inc.122,816
0.2% of portfolio›$6.5M
Mitsubishi UFJ Asset Management (UK) Ltd.121,585
0.0% of portfolio›$6.4K
Buska Wealth Management, LLC120,913
2.2% of portfolio›$6.4M
XY Planning Network, Inc.117,622
0.7% of portfolio›$6.2M
Gerber Kawasaki Wealth & Investment Management116,715
0.2% of portfolio›$6.2M
Leslie Global Wealth, LLC116,064
2.3% of portfolio›$6.1M
Thrivent Financial for Lutherans115,733
0.0% of portfolio›$6.1K
Sumitomo Mitsui Trust Group, Inc.115,700
0.0% of portfolio›$6.1M
James T. Borello RIA113,137
1.2% of portfolio›$6.0M
Cornerstone Wealth Management, LLC112,810
0.3% of portfolio›$6.0M
Richmond Investment Services, LLC111,943
1.9% of portfolio›$5.9M
Colton Groome Financial Advisors, LLC108,955
1.3% of portfolio›$5.8M
CFS Investment Advisory Services, LLC107,699
0.4% of portfolio›$5.8M
626 Financial, LLC106,841
2.2% of portfolio›$5.6M
Signal Advisors Wealth, LLC105,298
0.2% of portfolio›$5.6M
Bank of New York Mellon Corp104,967
0.0% of portfolio›$5.5M
Landmark Wealth Management, Inc.104,836
1.8% of portfolio›$5.5M
Hibernia Wealth Partners, LLC98,227
2.7% of portfolio›$5.2M
Resonant Capital Advisors, LLC97,092
0.2% of portfolio›$5.1M
Roan Capital Partners94,124
3.6% of portfolio›$5.0M
Rainier Family Wealth Inc93,824
2.5% of portfolio›$5.0M
Wealth Advisory Solutions, LLC92,685
1.0% of portfolio›$4.9M
Maia Wealth LLC92,255
0.7% of portfolio›$4.9M
Ddfg, Inc91,682
1.0% of portfolio›$4.8M
Wealth Management Resources, Inc.90,987
1.5% of portfolio›$4.8M
SeedSafe Financial LLC90,948
3.5% of portfolio›$4.8M
Retiremitten Financial LLC90,828
1.9% of portfolio›$4.9M
Meitav Investment House LTD90,000
0.0% of portfolio›$4.8M
Pachira Investments Inc.89,535
1.5% of portfolio›$4.7M
Apollon Wealth Management, LLC85,134
0.1% of portfolio›$4.5M
Ashton Thomas Private Wealth, LLC84,307
0.1% of portfolio›$4.5M
Aspire Private Capital, LLC84,093
0.9% of portfolio›$4.4M
Moneco Advisors, LLC83,676
0.3% of portfolio›$4.4M
StoneX Group Inc.82,765
0.2% of portfolio›$4.4M
IFP Advisors, Inc82,361
0.1% of portfolio›$4.4M
Shum Financial Group, Inc.82,120
2.5% of portfolio›$4.3M
Chicago Partners Investment Group LLC80,924
0.1% of portfolio›$4.3M
Farther Finance Advisors, LLC78,152
0.0% of portfolio›$4.1M
Atria Investments, Inc77,499
0.0% of portfolio›$4.1M
Sterling Investment Advisors, Ltd.77,492
1.7% of portfolio›$10.5M
Simplicity Wealth,LLC76,743
0.1% of portfolio›$4.1M
Legacy Solutions, LLC76,690
3.1% of portfolio›$4.1M
Jacobi Capital Management LLC76,548
0.2% of portfolio›$4.0M
Compass Wealth Management LLC73,092
0.7% of portfolio›$3.9M
Hughes Financial Services, LLC72,217
0.5% of portfolio›$4.0M
Stablepoint Partners, LLC70,984
0.5% of portfolio›$3.8M
G&S Capital LLC69,289
1.1% of portfolio›$3.7M
Opal Wealth Advisors, LLC69,146
0.8% of portfolio›$3.7M
Meridian Financial Advisors, LLC68,202
1.7% of portfolio›$3.6M
Kingswood Wealth Advisors, LLC67,764
0.1% of portfolio›$3.6M
Kohmann Bosshard Financial Services, LLC66,969
0.3% of portfolio›$3.5M
Nottingham Advisors, Inc.66,905
0.4% of portfolio›$3.6M
Sherman Asset Management, Inc.66,809
2.6% of portfolio›$3.5M
Pecaut & Co.66,471
1.0% of portfolio›$3.5M
Blueprint Investment Partners LLC66,313
0.3% of portfolio›$3.5M
Annex Advisory Services, LLC66,306
0.1% of portfolio›$3.5M
Breakwater Capital Group66,117
0.4% of portfolio›$3.5M
Sowell Financial Services LLC65,920
0.1% of portfolio›$3.5M
Larson Financial Group LLC64,916
0.1% of portfolio›$3.4M
RMR Capital Management, LLC64,911
2.4% of portfolio›$3.4M
Wealthcare Capital Partners, LLC64,565
1.4% of portfolio›$3.4M
Summit Global Investments64,440
0.0% of portfolio›$3.4K
CFM Wealth Partners LLC64,245
0.4% of portfolio›$3.4M
SkyOak Wealth, LLC63,637
0.5% of portfolio›$3.4M
Bill Few Associates, Inc.63,474
0.7% of portfolio›$3.4M
Clarus Wealth Advisors62,999
1.2% of portfolio›$3.4M
AlphaCore Capital LLC61,632
0.1% of portfolio›$3.3M
MGO One Seven LLC61,055
0.1% of portfolio›$3.2M
Destiny Capital Corp61,019
1.5% of portfolio›$3.2M
Smith & Howard Wealth Management, LLC60,519
0.6% of portfolio›$3.2M
Fifth Third Wealth Advisors LLC60,224
0.1% of portfolio›$3.2M
Cyndeo Wealth Partners, LLC59,648
0.1% of portfolio›$3.2M
Modera Wealth Management, LLC59,373
0.0% of portfolio›$3.1M
Lanark Financial, Inc.59,278
0.2% of portfolio›$3.1M
Grimes & Co Wealth Management, LLC57,993
0.1% of portfolio›$3.1M
Northwest Wealth Advisors, LLC57,347
1.5% of portfolio›$3.0M
First Premier Bank57,325
0.0% of portfolio›$3.0K
Private Trust Co NA56,921
0.2% of portfolio›$3.0M
Midwest Financial Network, LLC56,472
2.0% of portfolio›$3.0M
Walkner Condon Financial Advisors LLC56,100
0.3% of portfolio›$3.0M
Amicus Financial Advisors, LLC55,815
0.8% of portfolio›$3.0M
Keeler & Nadler Financial Planning & Wealth Management55,446
0.8% of portfolio›$2.9M
Fire Capital Management LLC54,504
0.7% of portfolio›$2.9M
Raleigh Capital Management Inc.53,945
0.9% of portfolio›$2.9M
Marathon Strategic Advisors, LLC53,193
1.6% of portfolio›$2.8M
Naples Global Advisors, LLC52,604
0.2% of portfolio›$2.8M
AdvisorNet Financial, Inc52,524
0.1% of portfolio›$2.8M
Obermeyer Wealth Partners50,564
0.1% of portfolio›$2.7M
Semitam Bonam LLC50,433
1.9% of portfolio›$2.7M
Tandem Investment Partners LLC47,650
1.9% of portfolio›$2.5M
AGH Wealth Advisors, LLC47,421
1.5% of portfolio›$2.5M
Ironwood Wealth Management, Llc.46,909
0.5% of portfolio›$2.5M
Wealthcare Capital Management LLC46,524
0.3% of portfolio›$2.5M
Integrity Alliance, Llc.46,396
0.1% of portfolio›$2.5M
Concurrent Investment Advisors, LLC45,286
0.0% of portfolio›$2.4M
Bluesphere Advisors LLC44,564
0.7% of portfolio›$2.4M
ARS Investment Partners, LLC44,419
0.1% of portfolio›$2.3M
Krilogy Financial LLC43,655
0.1% of portfolio›$2.3M
Balefire, LLC43,611
0.4% of portfolio›$2.3M
Affinity Capital Advisors, LLC43,316
0.3% of portfolio›$2.3M
Shoker Investment Counsel, Inc.42,842
0.6% of portfolio›$2.3M
IFG Advisors, LLC42,739
0.3% of portfolio›$2.3M
Aprio Wealth Management, LLC42,528
0.1% of portfolio›$2.2M
Defined Wealth Management, LLC42,514
1.2% of portfolio›$2.2M
Retirement Planning Group, LLC41,847
0.1% of portfolio›$2.2M
Blue Fin Capital, Inc.41,530
0.3% of portfolio›$2.2M
Courier Capital LLC41,200
0.1% of portfolio›$2.2M
Golden State Wealth Management, LLC40,953
0.2% of portfolio›$2.2M
Stone Summit Wealth LLC39,944
0.6% of portfolio›$2.1M
Towercrest Capital Management39,110
0.3% of portfolio›$2.1M
Fortitude Family Office, LLC38,208
0.3% of portfolio›$2.0M
NovaPoint Capital, LLC38,137
0.4% of portfolio›$2.0M
CoreCap Advisors, LLC36,199
0.1% of portfolio›$1.9M
Crescent Grove Advisors, LLC35,980
0.2% of portfolio›$1.9M
Koshinski Asset Management, Inc.35,954
0.1% of portfolio›$1.9M
Vise Technologies, Inc.35,706
0.0% of portfolio›$1.9M
21 West Wealth Management LLC34,657
1.6% of portfolio›$1.8M
Armbruster Capital Management, Inc.34,569
0.3% of portfolio›$1.8M
Global Strategic Investment Solutions, LLC33,278
0.2% of portfolio›$1.8M
TKG Advisors, LLC32,797
0.6% of portfolio›$1.7M
Phillip James Consulting Co.32,748
1.2% of portfolio›$1.7M
Convergence Financial, LLC32,491
0.2% of portfolio›$1.7M
Lunt Capital Management, Inc.31,387
0.6% of portfolio›$1.7M
MBM Wealth Consultants, LLC31,266
0.3% of portfolio›$1.7M
Legacy Private Trust Co.31,012
0.1% of portfolio›$1.6M
Higgins & Schmidt Wealth Strategies LLC30,891
0.7% of portfolio›$1.6M
Axxcess Wealth Management, LLC30,185
0.1% of portfolio›$1.6M
FF Advisors,LLC30,121
0.6% of portfolio›$1.6M
VestGen Advisors, LLC29,818
0.0% of portfolio›$1.6M
Patriot Financial Group Insurance Agency, LLC29,800
0.2% of portfolio›$1.6M
Legacy Wealth Partners, LLC29,774
0.3% of portfolio›$1.6M
Blueprint Financial Advisors LLC29,552
0.2% of portfolio›$1.6M
River Street Advisors LLC29,394
0.5% of portfolio›$1.6M
Deltec Asset Management LLC29,330
0.2% of portfolio›$1.6M
Alliance Wealth Management Group29,196
0.3% of portfolio›$1.5M
Founders Financial Securities LLC28,923
0.1% of portfolio›$1.5M
South Shore Capital Advisors28,741
1.0% of portfolio›$1.5M
Caliber Wealth Management, LLC / KS28,290
0.1% of portfolio›$1.5M
Global Financial Private Client, LLC28,177
0.4% of portfolio›$1.5M
Navigation Group, LLC28,007
0.3% of portfolio›$1.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management27,934
0.0% of portfolio›$1.5M
Kroeger Financial Partners27,889
1.5% of portfolio›$1.5M
Bison Wealth, LLC27,566
0.1% of portfolio›$1.5M
Values Added Financial LLC27,153
0.5% of portfolio›$1.4M
Flynn Zito Capital Management, LLC26,924
0.4% of portfolio›$1.4M
Range Financial Group LLC25,917
0.4% of portfolio›$1.4M
Key FInancial Inc25,901
0.2% of portfolio›$1.4M
Breachway Investments LLC25,475
2.1% of portfolio›$1.3M
Ethic Inc.24,882
0.0% of portfolio›$1.3M
Citizens Financial Group Inc24,648
0.0% of portfolio›$1.3M
Wiregrass Investment Management LLC24,045
0.9% of portfolio›$1.3M
Financial Network Wealth Advisors LLC23,961
1.3% of portfolio›$1.3M
Lee, Kelleher & Klein Wealth Management23,768
0.6% of portfolio›$1.3M
Strategic Blueprint, LLC23,620
0.1% of portfolio›$1.2M
BlueChip Wealth Advisors LLC23,565
0.4% of portfolio›$1.2M
Richardson Financial Services Inc.23,475
0.7% of portfolio›$1.2M
Meridian Wealth Management, LLC23,088
0.0% of portfolio›$1.2M
Prospera Financial Services Inc23,020
0.0% of portfolio›$1.3M
Elevation Point Wealth Partners, LLC22,982
0.0% of portfolio›$1.2M
Orin Green Financial, LLC22,906
0.5% of portfolio›$1.2M
Perigon Wealth Management, LLC22,717
0.0% of portfolio›$1.2M
McMill Wealth Management22,566
0.3% of portfolio›$1.2M
SFG Wealth Management, Llc.22,233
0.4% of portfolio›$1.2M
B. Riley Wealth Advisors, Inc.22,097
0.0% of portfolio›$1.2M
Kagan Cocozza Asset Management21,068
0.7% of portfolio›$1.1M
Go Invest LLC20,603
0.2% of portfolio›$1.1M
Planning Strategies Inc.20,563
0.6% of portfolio›$1.1M
Sharkey, Howes & Javer20,553
0.1% of portfolio›$1.1M
Titleist Asset Management, LLC20,047
0.1% of portfolio›$1.1M
Independent Financial Group, LLC19,956
0.0% of portfolio›$1.1M
Norden Group LLC19,750
0.1% of portfolio›$1.0M
Swmg, LLC19,675
0.2% of portfolio›$1.1M
Opulen Financial Group LLC19,581
0.6% of portfolio›$1.0M
SAX Wealth Advisors, LLC19,144
0.0% of portfolio›$1.0M
Delta Wealth Advisors LLC18,983
0.7% of portfolio›$1.0M
Lockerman Financial Group, Inc.18,754
1.4% of portfolio›$991.3K
Silverlake Wealth Management LLC18,641
0.2% of portfolio›$985.3K
Wall Capital Group, Inc.18,626
0.8% of portfolio›$984.6K
Saxony Capital Management, LLC18,193
0.4% of portfolio›$961.7K
Redwood Financial Network Corp18,077
0.5% of portfolio›$955.5K
Oppenheimer & Co Inc17,869
0.0% of portfolio›$944.6K
Summit Financial Strategies, Inc.17,784
0.1% of portfolio›$940.1K
Intrua Financial, LLC17,694
0.1% of portfolio›$935.3K
CGN Advisors LLC17,518
0.1% of portfolio›$926.0K
Guardian Asset Advisors, LLC17,184
0.4% of portfolio›$908.1K
International Private Wealth Advisors LLC16,920
0.4% of portfolio›$894.4K
Symphony Financial, Ltd. Co.16,652
0.1% of portfolio›$884.4K
Downshift Financial, LLC16,428
0.4% of portfolio›$868.4K
Adamsbrown Wealth Consultants LLC16,271
0.2% of portfolio›$860.1K
Washington Trust Co16,243
0.0% of portfolio›$858.6K
Ascent Group, LLC16,155
0.0% of portfolio›$854.0K
Worth Financial Advisory Group, LLC16,002
0.3% of portfolio›$845.9K
Northbridge Financial Group, LLC15,996
0.3% of portfolio›$863.6K
Rossmore Private Capital15,975
0.1% of portfolio›$844.4K
OpenArc Corporate Advisory, LLC15,861
0.0% of portfolio›$838.4K
Smart Wealth LLC15,715
0.2% of portfolio›$830.7K
Valpey Financial Services, LLC15,684
0.5% of portfolio›$829.1K
Butensky & Cohen Financial Security, Inc15,428
0.2% of portfolio›$815.5K
Financial Synergies Wealth Advisors, Inc.15,274
0.1% of portfolio›$807.4K
Berman McAleer LLC15,057
0.1% of portfolio›$795.9K
CX Institutional14,615
0.0% of portfolio›$773
DWM Financial Group, Inc.14,456
0.6% of portfolio›$764.1K
Cullen T Bankers, Inc.14,424
0.0% of portfolio›$762.5K
Capstone Wealth Management Group, LLC14,417
0.3% of portfolio›$667.8K
Penobscot Wealth Management14,287
0.2% of portfolio›$755.2K
BIP Wealth, LLC14,232
0.0% of portfolio›$752.3K
Summit Investment Advisory Services, LLC14,064
0.2% of portfolio›$743.4K
Spartan Planning & Wealth Management14,049
0.5% of portfolio›$742.6K
Sunburst Financial Group, LLC14,045
0.1% of portfolio›$742.4K
E&G Advisors, LLC13,525
0.1% of portfolio›$714.9K
Essex Bank13,365
0.1% of portfolio›$706.5K
MFA Wealth Services13,314
0.4% of portfolio›$703.8K
Nations Financial Group Inc,13,286
0.0% of portfolio›$702.3K
Outlook Wealth Advisors, LLC13,260
0.1% of portfolio›$700.9K
Investment Planning Advisors, Inc.13,255
0.2% of portfolio›$700.7K
Prime Capital Investment Advisors, LLC13,188
0.0% of portfolio›$697.1K
October Effect Ltd13,172
0.7% of portfolio›$696.3K
Retirement Planning Co of New England, Inc.13,092
0.3% of portfolio›$692.0K
Tennessee Valley Asset Management Partners12,898
0.1% of portfolio›$681.8K
Mengis Capital Management, Inc.12,881
0.1% of portfolio›$680.9K
Trek Financial, LLC12,821
0.0% of portfolio›$677.7K
Horizon Wealth Management, LLC12,672
0.1% of portfolio›$669.8K
LexAurum Advisors, LLC12,459
0.1% of portfolio›$658.6K
Fulton Bank, N.A.12,429
0.0% of portfolio›$657.0K
Advisor Resource Council12,278
0.2% of portfolio›$663.6K
Pettinga Financial Advisors LLC12,275
0.1% of portfolio›$648.9K
Financial Management Network Inc12,197
0.1% of portfolio›$656.7K
Third View Private Wealth, LLC12,037
0.1% of portfolio›$636.3K
Sanchez Gaunt Capital Management, LLC11,912
0.3% of portfolio›$629.7K
Independent Wealth Network Inc.11,773
0.2% of portfolio›$622.3K
Univest Financial Corp11,716
0.0% of portfolio›$619.3K
Apella Capital, LLC11,612
0.0% of portfolio›$618.7K
Fingerlakes Wealth Management, Inc.11,533
0.3% of portfolio›$609.7K
Colonial River Investments, LLC11,530
0.2% of portfolio›$609.5K
McGuire Investment Group, LLC11,357
0.1% of portfolio›$600.3K
Salomon & Ludwin, LLC11,118
0.0% of portfolio›$587.7K
Lynch & Associates11,114
0.1% of portfolio›$587.5K
Brown Financial Advisory11,093
0.2% of portfolio›$586.4K
Alliance Wealth Advisors, LLC10,999
0.1% of portfolio›$581.4K
Aegis Wealth Management, Inc.10,921
0.3% of portfolio›$577.3K
WealthPoint Financial, LLC10,833
0.4% of portfolio›$572.6K
McClarren Financial Advisors, Inc.10,767
0.3% of portfolio›$569.1K
Idaho Trust Co10,478
0.2% of portfolio›$553.8K
MMA Asset Management LLC10,421
0.2% of portfolio›$550.9K
Harbor Investment Advisory, LLC10,404
0.0% of portfolio›$550.0K
Spinnaker Investment Group, LLC10,401
0.1% of portfolio›$549.8K
PKS Advisory Services, LLC10,372
0.1% of portfolio›$598.2K
Keybank National Association10,225
0.0% of portfolio›$540.5K
BCS Wealth Management10,200
0.1% of portfolio›$539.2K
Montis Financial, LLC10,140
0.1% of portfolio›$536.0K
VCI Wealth Management LLC10,108
0.1% of portfolio›$534.3K
ACT Advisors, Llc.10,091
0.2% of portfolio›$533.4K
Mystic Asset Management, Inc.9,986
0.1% of portfolio›$527.9K
Gilpin Wealth Management, LLC9,914
0.4% of portfolio›$524.1K
Voisard Asset Management Group, Inc.9,881
0.1% of portfolio›$522.3K
Claro Advisors Inc.9,881
0.1% of portfolio›$522.3K
Gateway Investment Advisers LLC9,760
0.0% of portfolio›$515.9K
Guidance Capital, Inc9,299
0.1% of portfolio›$511.3K
Grove Bank & Trust9,192
0.0% of portfolio›$485.9K
Paragon Advisors, LLC9,187
0.1% of portfolio›$485.6K
E6 Portfolios, LLC9,117
0.4% of portfolio›$481.9K
Legacy Advisors, LLC9,105
0.0% of portfolio›$481.3K
Parcion Private Wealth LLC8,980
0.0% of portfolio›$474.7K
Caldwell Trust Co8,862
0.0% of portfolio›$468.4K
PFG Advisors8,851
0.0% of portfolio›$467.9K
Center For Asset Management LLC8,798
0.2% of portfolio›$465.1K
Harmony Asset Management LLC8,745
0.1% of portfolio›$462.3K
SBE LLC DBA Cedar Cove Wealth Partners8,659
0.2% of portfolio›$457.7K
Aureum Wealth Management, LLC8,581
0.3% of portfolio›$453.6K
Signature Estate & Investment Advisors LLC8,569
0.0% of portfolio›$453.0K
Wlth Capital Management, LLC8,482
2.7% of portfolio›$448.4K
US Bancorp \de\8,371
0.0% of portfolio›$442.5K
Keudell ison Wealth Management8,365
0.1% of portfolio›$442.2K
Howard Financial Services, Ltd.8,357
0.0% of portfolio›$441.7K
Creative Financial Designs Inc8,330
0.0% of portfolio›$440.3K
Verdence Capital Advisors LLC8,256
0.0% of portfolio›$436.4K
Curry Webb Wealth Management LLC8,177
0.2% of portfolio›$471.6K
Apeiron RIA LLC8,028
0.1% of portfolio›$427.4K
Sterling Wealth Management, Inc.7,975
0.1% of portfolio›$421.6K
Oath Planning, LLC7,973
0.3% of portfolio›$421.5K
HB Wealth Management, LLC7,952
0.0% of portfolio›$420.3K
Baker Tilly Wealth Management, LLC7,864
0.1% of portfolio›$415.7K
ERn Financial, LLC7,849
0.1% of portfolio›$414.9K
Security Financial Services, Inc.7,846
0.1% of portfolio›$414.8K
Balboa Wealth Partners7,806
0.1% of portfolio›$412.6K
First Heartland Consultants, Inc.7,756
0.0% of portfolio›$410.0K
Fusion Family Wealth, LLC7,727
0.0% of portfolio›$408.4K
Spectrum Planning & Advisory Services Inc.7,653
0.2% of portfolio›$404.5K
Integrity Wealth Partners, LLC7,617
0.3% of portfolio›$400.8K
High Probability Advisors, LLC7,375
0.0% of portfolio›$389.8K
Avidian Wealth Enterprises, LLC7,374
0.0% of portfolio›$389.8K
William Mack & Associates, Inc.7,260
0.1% of portfolio›$383.8K
Tilia Fiduciary Partners, Inc.7,222
0.2% of portfolio›$381.7K
Stirlingshire Investments, Inc.7,175
0.3% of portfolio›$379.3K
WealthPlan Investment Management, LLC7,125
0.0% of portfolio›$376.6K
Acorn Wealth Advisors, LLC7,046
0.1% of portfolio›$372.4K
Clifford Swan Investment Counsel LLC7,025
0.0% of portfolio›$371.3K
Retirement Financial Solutions, LLC7,012
0.1% of portfolio›$370.7K
Blue Trust, Inc.6,984
0.0% of portfolio›$369.2K
YHB Investment Advisors, Inc.6,975
0.0% of portfolio›$368.7K
Brookstone Capital Management6,961
0.0% of portfolio›$367.9K
Sunpointe, LLC6,935
0.1% of portfolio›$366.6K
Latitude Advisors, LLC6,929
0.1% of portfolio›$366.3K
Fidelity D & D Bancorp Inc6,848
0.1% of portfolio›$362.0K
Avantax Planning Partners, Inc.6,845
0.0% of portfolio›$361.8K
Triumph Capital Management6,730
0.1% of portfolio›$355.7K
Salem Investment Counselors Inc6,668
0.0% of portfolio›$352.5K
Hopwood Financial Services, Inc.6,656
0.2% of portfolio›$351.8K
Compound Planning, Inc.6,621
0.0% of portfolio›$350.0K
USAdvisors Wealth Management, LLC6,588
0.0% of portfolio›$348
Bridgelight Financial Advisors, Inc.6,585
0.2% of portfolio›$348.1K
Old Second National Bank of Aurora6,521
0.1% of portfolio›$344.7K
Sherman Wealth Management LLC6,513
0.2% of portfolio›$344.3K
Beaumont Financial Advisors, LLC6,496
0.0% of portfolio›$343.4K
Ejmk Ventures LLC6,480
0.1% of portfolio›$342.5K
Vestia Personal Wealth Advisors6,474
0.1% of portfolio›$342.2K
Acropolis Investment Management, LLC6,404
0.0% of portfolio›$338.5K
Narus Financial Partners, LLC6,391
0.1% of portfolio›$337.8K
Absolute Capital Management, LLC6,389
0.1% of portfolio›$337.8K
Precedent Wealth Partners, LLC6,327
0.1% of portfolio›$334.4K
Woodmont Investment Counsel LLC6,220
0.0% of portfolio›$328.8K
Diversified Enterprises, LLC6,169
0.0% of portfolio›$326.1K
Red Mountain Financial, LLC6,112
0.3% of portfolio›$323.1K
Noesis Capital Mangement Corp6,000
0.0% of portfolio›$317.2K
HUB Investment Partners, LLC5,992
0.0% of portfolio›$316.7K
Stevens Capital Partners5,963
0.1% of portfolio›$315.2K
Barnes Dennig Private Wealth Management LLC5,917
0.3% of portfolio›$312.8K
United Advisor Group, LLC5,886
0.0% of portfolio›$311.1K
Sapient Capital LLC5,828
0.0% of portfolio›$308.1K
EverSource Wealth Advisors, LLC5,736
0.0% of portfolio›$303.2K
American Financial & TAX Strategies Inc5,726
0.1% of portfolio›$302.7K
Eclectic Associates Inc5,719
0.0% of portfolio›$302.3K
Welch & Forbes LLC5,700
0.0% of portfolio›$301.3K
Quest 10 Wealth Builders, Inc.5,692
0.2% of portfolio›$300.9K
Optimist Retirement Group LLC5,569
0.1% of portfolio›$294.4K
Amplius Wealth Advisors, LLC5,562
0.0% of portfolio›$294.0K
Aspen Wealth Management LLC5,535
0.0% of portfolio›$292.6K
MBE Wealth Management, LLC5,446
0.1% of portfolio›$287.9K
NorthCrest Asset Manangement, LLC5,442
0.0% of portfolio›$290.4K
Apollon Financial, LLC5,424
0.0% of portfolio›$286.7K
Mascagni Wealth Management, Inc.5,376
0.2% of portfolio›$284.2K
Stegent Equity Advisors, Inc.5,371
0.2% of portfolio›$283.9K
Summit Wealth Group LLC / Co5,336
0.0% of portfolio›$282.1K
Financial Solutions Advisory Group, Inc.5,330
0.0% of portfolio›$281.6K
Heck Capital Advisors, LLC5,320
0.0% of portfolio›$281.2K
Cranbrook Wealth Management, LLC5,319
0.1% of portfolio›$281.2K
Moneywise, Inc.5,261
0.3% of portfolio›$278.1K
Trinity Wealth Management, LLC5,258
0.1% of portfolio›$277.9K
Ironwood Financial, llc5,234
0.0% of portfolio›$276.7K
National Wealth Management Group, LLC5,227
0.1% of portfolio›$276.3K
Sentinel Pension Advisors, LLC5,197
0.0% of portfolio›$274.7K
Roman Butler Fullerton & Co5,189
0.1% of portfolio›$274.1K
Whitegate Investment Counselors, Inc.5,155
0.1% of portfolio›$272.5K
BLB&B Advisors, LLC5,145
0.0% of portfolio›$272.0K
Councilor Wealth, LLC5,138
0.1% of portfolio›$271.6K
HBW Advisory Services LLC5,131
0.0% of portfolio›$271.2K
Financial Perspectives, Inc5,077
0.1% of portfolio›$268.4K
Wealth Architects, LLC5,068
0.0% of portfolio›$267.9K
Main Line Retirement Advisors, LLC5,016
0.1% of portfolio›$265.2K
Evergreen Capital Management LLC5,016
0.0% of portfolio›$265.1K
Eagle Rock Investment Company, LLC4,981
0.0% of portfolio›$263.3K
Arthur M. Cohen & Associates, LLC4,959
0.0% of portfolio›$262.1K
Milestone Asset Management Group, LLC4,924
0.1% of portfolio›$260.3K
Cypress Financial Planning LLC4,909
0.1% of portfolio›$259.5K
Plan A Wealth LLC4,901
0.1% of portfolio›$259.1K
Townsend Asset Management Corp4,896
0.1% of portfolio›$258.8K
RCW Management, LLC4,893
0.2% of portfolio›$258.7K
Shaker Investments LLC4,890
0.1% of portfolio›$258.5K
Kraft, Davis & Associates, LLC4,890
0.1% of portfolio›$258.6K
15 Wealth Advisors LLC4,879
0.1% of portfolio›$257.9K
Glenview Trust Co4,831
0.0% of portfolio›$255.4K
Arlington Trust Co LLC4,736
0.0% of portfolio›$250.3K
Financial Advisory Partners, LLC4,699
0.1% of portfolio›$248.4K
Independence Bank of Kentucky4,670
0.0% of portfolio›$246.9K
Factor Wealth Management LTD4,670
0.0% of portfolio›$246.9K
Stanich Group LLC4,569
0.1% of portfolio›$241.5K
Sovran Advisors, LLC4,544
0.0% of portfolio›$250.8K
One Wealth Capital Management, LLC4,483
0.1% of portfolio›$237.0K
GSG Advisors LLC4,466
0.0% of portfolio›$236.0K
Optima Capital LLC4,431
0.1% of portfolio›$234.3K
Mesirow Financial Investment Management, Inc.4,368
0.0% of portfolio›$230.9K
Fonville Wealth Management LLC4,352
0.0% of portfolio›$230.0K
Guardian Wealth Advisors, LLC4,335
0.1% of portfolio›$235.3K
Professional Financial Advisors, LLC4,322
0.0% of portfolio›$228.5K
Flagship Private Wealth, LLC4,290
0.1% of portfolio›$226.7K
Marion Wealth Management4,288
0.0% of portfolio›$226.7K
Forza Wealth Management, LLC4,249
0.1% of portfolio›$224.6K
Capital Investment Advisors, LLC4,224
0.0% of portfolio›$223.3K
AMI Investment Management Inc4,189
0.0% of portfolio›$221.4K
Certified Advisory Corp4,189
0.0% of portfolio›$221.4K
Capital Squared Financial LLC4,188
0.1% of portfolio›$221.4K
Pinnacle Associates LTD4,036
0.0% of portfolio›$213.4K
Capital Investment Advisory Services, LLC4,024
0.0% of portfolio›$212.7K
Power Wealth Management LLC3,999
0.1% of portfolio›$211.4K
Elevation Wealth Management LLC3,994
0.1% of portfolio›$211.1K
S.A. Mason LLC3,983
0.1% of portfolio›$210.5K
Moisand Fitzgerald Tamayo, LLC3,953
0.0% of portfolio›$209.0K
Quadcap Wealth Management, LLC3,906
0.0% of portfolio›$206.5K
Objective Capital Management, LLC3,893
0.2% of portfolio›$205.8K
Well Done, LLC3,890
0.0% of portfolio›$205.6K
BAR Harbor Wealth Management3,821
0.0% of portfolio›$202.0K
Rooted Wealth Advisors, Inc.3,703
0.1% of portfolio›$213.6K
Evolution Wealth Management Inc.3,662
0.1% of portfolio›$193.6K
Hazlett, Burt & Watson, Inc.3,500
0.0% of portfolio›$186
Joseph Group Capital Management3,319
0.0% of portfolio›$175.4K
Nfsg Corp3,111
0.0% of portfolio›$164.4K
Global Trust Asset Management, LLC2,998
0.0% of portfolio›$158.5K
First Pacific Financial2,958
0.0% of portfolio›$156.4K
GGM Financial LLC2,942
0.1% of portfolio›$155.5K
MJT & Associates Financial Advisory Group, Inc.2,938
0.1% of portfolio›$155.3K
Parallel Advisors, LLC2,829
0.0% of portfolio›$149.5K
Abound Wealth Management2,811
0.0% of portfolio›$148.6K
Cape Investment Advisory, Inc.2,682
0.0% of portfolio›$141.8K
Gamma Investing LLC2,655
0.0% of portfolio›$140.3K
Brown, Lisle Ings, Inc.2,648
0.0% of portfolio›$140.0K
Phillips Financial Management, LLC2,480
0.0% of portfolio›$131.1K
Sima Wealth Partners, LLC2,444
0.1% of portfolio›$129.2K
Capital Advisors, Ltd. LLC2,278
0.0% of portfolio›$120
Fairway Wealth LLC2,005
0.0% of portfolio›$106.0K
Balance Wealth Partners LLC2,003
0.0% of portfolio›$105.9K
Piscataqua Savings Bank2,000
0.1% of portfolio›$105.7K
Rudd Co d/b/a Styre Wealth1,889
0.1% of portfolio›$99.8K
Sage Mountain Advisors LLC1,831
0.0% of portfolio›$96.8K
Root Financial Partners, LLC1,825
0.0% of portfolio›$96.5K
Spire Wealth Management1,803
0.0% of portfolio›$95.3K
Polaris Financial Partners1,716
0.0% of portfolio›$91
1620 Investment Advisors, Inc.1,712
0.1% of portfolio›$90.5K
USA Financial Formulas1,565
0.0% of portfolio›$82.7K
Balentine LLC1,431
0.0% of portfolio›$75.6K
JFS Wealth Advisors, LLC1,354
0.0% of portfolio›$71.6K
American National Bank & Trust1,334
0.0% of portfolio›$70.5K
Vima LLC1,169
0.1% of portfolio›$61.8K
MeadowBrook Investment Advisors LLC1,150
0.0% of portfolio›$62.0K
Mcdonald Partners LLC1,122
0.0% of portfolio›$59.3K
Central Trust Co1,075
0.0% of portfolio›$56.8K
Tompkins Financial Corp1,073
0.0% of portfolio›$56.7K
Chapman Financial Group, LLC900
0.0% of portfolio›$47.6K
IMG Wealth Management, Inc.869
0.0% of portfolio›$45.9K
Buck Wealth Strategies, LLC853
0.0% of portfolio›$45.1K
Wilmington Savings Fund Society, FSB833
0.0% of portfolio›$44.0K
Align Financial, LLC777
0.0% of portfolio›$41.1K
Manchester Capital Management LLC762
0.0% of portfolio›$40.3K
Montag A & Associates Inc755
0.0% of portfolio›$39.9K
Lodestone Wealth Management LLC713
0.0% of portfolio›$37.7K
Mather Group, Llc.675
0.0% of portfolio›$35.7K
Elevation Wealth Partners, LLC670
0.0% of portfolio›$35.4K
Plante Moran Financial Advisors, LLC638
0.0% of portfolio›$33.7K
Rossby Financial, LCC617
0.0% of portfolio›$32.6K
Atwood & Palmer Inc607
0.0% of portfolio›$32.1K
Provenance Wealth Advisors, LLC598
0.0% of portfolio›$31.6K
POM Investment Strategies, LLC593
0.0% of portfolio›$31.4K
Tsfg, LLC577
0.0% of portfolio›$31
North Star Investment Management Corp.573
0.0% of portfolio›$30.3K
New England Capital Financial Advisors LLC568
0.0% of portfolio›$30.0K
Barrett & Company, Inc.562
0.0% of portfolio›$29.7K
Silver Grove Financial Group, Inc.540
0.0% of portfolio›$28.5K
Trust Co of Toledo NA533
0.0% of portfolio›$28.2K
Covestor Ltd507
0.0% of portfolio›$27
Center for Financial Planning, Inc.500
0.0% of portfolio›$26.4K
Comprehensive Financial Planning, Inc.495
0.0% of portfolio›$26.2K
Essential Partners LLC448
0.0% of portfolio›$23.7K
Community Financial Services Group, LLC442
0.0% of portfolio›$23.5K
SJS Investment Consulting Inc.426
0.0% of portfolio›$22.5K
Signaturefd, LLC371
0.0% of portfolio›$19.6K
Blueline Advisors LLC362
0.0% of portfolio›$19.1K
Mainstream Capital Management LLC345
0.0% of portfolio›$18.2K
Reap Financial Group, LLC337
0.0% of portfolio›$17.8K
EPG Wealth Management LLC326
0.0% of portfolio›$17.2K
Hickory Point Bank & Trust320
0.0% of portfolio›$16.9K
Key Capital Management, Inc303
0.0% of portfolio›$16.0K
Compass Financial Management LLC294
0.0% of portfolio›$15.5K
United Financial Planning Group LLC245
0.0% of portfolio›$13.0K
Beacon Financial Strategies Corp243
0.0% of portfolio›$12.8K
Hurley Capital, LLC240
0.0% of portfolio›$12.7K
Costello Asset Management, Inc230
0.0% of portfolio›$12.2K
Tounjian Advisory Partners, LLC221
0.0% of portfolio›$11.7K
SBI Securities Co., Ltd.217
0.0% of portfolio›$11.5K
Redwood Park Advisors LLC191
0.0% of portfolio›$10.1K
Bradley & Co. Private Wealth Management, LLC188
0.0% of portfolio›$9.9K
Ascentis Wealth Management, LLC187
0.0% of portfolio›$9.9K
Highline Wealth Partners LLC180
0.0% of portfolio›$9.5K
Horizons Wealth Management164
0.0% of portfolio›$8.7K
First Community Trust NA151
0.0% of portfolio›$8.0K
Heritage Family Offices, LLP146
0.0% of portfolio›$7.7K
Asset Dedication, LLC142
0.0% of portfolio›$7.5K
Kingdom Financial Group Llc.141
0.0% of portfolio›$7.5K
Oakworth Capital, Inc.138
0.0% of portfolio›$7.3K
Chilton Capital Management LLC134
0.0% of portfolio›$7.1K
Bullock Wealth Management Group128
0.0% of portfolio›$6.8K
Ascentis Independent Advisors118
0.0% of portfolio›$6.2K
Rydar Equities, Inc.113
0.0% of portfolio›$6.0K
Wolff Wiese Magana LLC113
0.0% of portfolio›$6.0K
Entrust Financial LLC106
0.0% of portfolio›$5.6K
Loring Wolcott & Coolidge Fiduciary Advisors LLP105
0.0% of portfolio›$5.6K
Next Level Wealth Planning, LLC99
0.0% of portfolio›$5.2K
Birchbrook, Inc.99
0.0% of portfolio›$5.2K
Centerpoint Advisors, LLC91
0.0% of portfolio›$5
Frankly Finances, LLC84
0.0% of portfolio›$4.4K
Navigoe, LLC79
0.0% of portfolio›$4
GK Wealth Management LLC78
0.0% of portfolio›$4.2K
Hara Capital LLC77
0.0% of portfolio›$4.1K
Financial Consulate, Inc60
0.0% of portfolio›$3.2K
Tradewinds Capital Management, LLC59
0.0% of portfolio›$3.1K
Pittenger & Anderson Inc56
0.0% of portfolio›$3.0K
KFG LLC56
0.0% of portfolio›$3.0K
Rakuten Securities, Inc.50
0.0% of portfolio›$2.6K
Yankcom Partnership44
0.0% of portfolio›$2.3K
Laurel Wealth Advisors LLC40
0.0% of portfolio›$2.1K
Breakwater Investment Management34
0.0% of portfolio›$1.8K
Thurston, Springer, Miller, Herd & Titak, Inc.31
0.0% of portfolio›$1.6K
Cassaday & Co Wealth Management LLC29
0.0% of portfolio›$1.5K
Central Pacific Bank - Trust Division28
0.0% of portfolio›$1.5K
Dhjj Financial Advisors, Ltd.22
0.0% of portfolio›$1.2K
Networth Advisors, LLC19
0.0% of portfolio›$1.0K
Lloyd Advisory Services, Llc.16
0.0% of portfolio›$846
Advocate Investing Services LLC9
0.0% of portfolio›$476
Marshall & Sterling Wealth Advisors Inc.8
0.0% of portfolio›$427
Allspring Global Investments Holdings, LLC5
0.0% of portfolio›$270
Signature Resources Capital Management, LLC3
0.0% of portfolio›$159
Spirit of America Management Corp2
0.0% of portfolio›$107
UMB Private Wealth Management, LLC1
0.0% of portfolio›$53
Halbert Hargrove Global Advisors, LLC1
0.0% of portfolio›$53
Realta Investment Advisors0
0.0% of portfolio›$15
StyleTurnoverLocationFiled
Cliftonlarsonallen Wealth Advisors, LLC
5,209,244$275.4M3.6%ETFLowMinneapolis, MN2026-10-14
Creative Planning
2,743,375$145.0M0.1%IndexVery LowOverland Park, KS2026-11-02
Assetmark, Inc
2,049,339$108.3M0.2%ETFLowConcord, CA2026-10-21
Pinnacle Wealth Planning Services, Inc.
1,873,855$99.1M9.7%GARPLowMansfield, OH2026-10-27
Wealthcare Advisory Partners LLC
1,849,842$97.8M1.7%ETFLowWest Chester, PA2026-10-21
Crestwood Advisors Group, LLC
1,734,274$91.7M1.4%GrowthLowBoston, MA2026-10-27
Vantagepoint Investment Advisers LLC
1,205,117$63.7M0.5%ETFVery LowWashington, DC2026-10-26
Davenport & Co LLC
1,151,233$60.9M0.3%CoreMediumRichmond, VA2026-10-14
Commonwealth Equity Services, LLC
1,030,170$54.5M0.1%ETFLowWaltham, MA2026-11-02
Midland Wealth Advisors, LLC
955,051$50.5M2.3%ETFLowEffingham, IL2026-10-26
First Command Advisory Services, Inc.
930,197$49.2M0.3%IndexLowFort Worth, TX2026-11-05
One Day In July LLC
840,472$44.4M3.1%ETFVery LowBurlington, VT2026-10-30
Patriot Investment Management Group, Inc.
838,842$44.3M2.6%ETFVery LowKnoxville, TN2026-10-15
Truist Financial Corp
744,667$39.4M0.0%CoreLowCharlotte, NC2026-10-30
Greenleaf Trust
704,971$37.3M0.4%CoreLowKalamazoo, MI2026-10-29
Vicus Capital
698,030$36.9M2.3%ETFMediumState College, PA2026-11-05
Peterson Wealth Advisors, LLC
688,151$36.4M4.2%ETFLowOrem, UT2026-10-08
Fund Evaluation Group, LLC
666,033$35.2M0.8%ETFLowCincinnati, OH2026-11-05
RKL Wealth Management LLC
658,787$34.8M2.8%ETFVery LowLancaster, PA2026-10-16
Bokf, NA
644,330$34.1M0.5%CoreLowTulsa, OK2026-10-27
Oarsman Capital, Inc.
603,011$31.9M3.2%ETFLowMilwaukee, WI2026-11-05
TSG Advice Partners, LLC
602,540$34.7M4.5%ETFN/AColumbus, OH2026-10-29
AlphaStar Capital Management, LLC
578,526$30.6M1.8%ETFMediumCornelius, NC2026-10-16
Avior Wealth Management, LLC
560,773$29.6M0.8%ETFMediumOmaha, NE2026-10-13
Cambridge Investment Research Advisors, Inc.
506,931$26.8K0.0%ETFLowFairfield, IA2026-11-02
Garrett Wealth Advisory Group, LLC
461,054$24.4M3.7%ETFVery LowWeatherford, TX2026-10-22
KWB Wealth
453,296$24.0M2.0%ETFMediumRedlands, CA2026-10-16
United Asset Strategies, Inc.
451,181$23.8M1.6%GrowthLowGarden City, NY2026-10-28
Greenwood Gearhart LLC
439,622$23.2M1.1%ETFLowFayetteville, AR2026-11-02
Fifth Third Bancorp
433,057$22.9M0.0%IndexVery LowCincinnati, OH2026-11-05
Diversify Advisory Services, LLC
403,997$21.5M0.3%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
403,997$21.5M0.3%GrowthMediumSandy, UT2026-10-20
Shepherd Financial Partners LLC
396,530$21.0M1.7%ETFLowWinchester, MA2026-11-03
Flagship Harbor Advisors, LLC
381,735$20.2M0.7%ETFMediumBoston, MA2026-10-26
SilverOak Wealth Management LLC
378,187$20.0M2.4%ETFVery LowEdina, MN2026-10-29
Boston Standard Wealth Management, LLC
376,161$19.9M2.9%ETFLowWinchester, MA2026-10-07
Evermay Wealth Management LLC
359,732$19.0M1.9%ETFLowArlington, VA2026-11-05
Lido Advisors, LLC
357,986$18.9M0.0%GrowthLowLos Angeles, CA2026-11-04
Atlas Private Wealth Advisors
352,785$18.6M4.0%ETFLowRed Bank, NJ2026-10-23
Wealth Enhancement Advisory Services, LLC
351,967$18.5M0.0%CoreLowPlymouth, MN2026-10-13
Gibbs Wealth Management
345,592$18.3M1.9%CoreLowAlpharetta, GA2026-10-22
Cahaba Wealth Management, Inc.
325,670$17.2M1.0%ETFVery LowAtlanta, GA2026-10-26
Taylor & Morgan Wealth Management, LLC
314,362$16.6M8.0%ETFVery LowTroy, MI2026-10-09
WBH Advisory Inc
311,466$16.5M1.1%ETFLowBaltimore, MD2026-11-05
Carroll Advisory Group, LLC
308,325$16.3M5.1%ETFVery LowTexarkana, TX2026-10-16
Montz Harcus Wealth Management LLC
304,807$16.1M5.6%ETFVery LowNew Orleans, LA2026-10-09
Leicht Financial Planning & Wealth Management, Inc.
303,500$16.0M6.6%ETFLowParsippany, NJ2026-11-03
Foguth Wealth Management, Llc.
301,977$16.0M1.6%ETFHighBrighton, MI2026-10-19
Windsor Capital Management, LLC
299,833$15.8M4.1%ETFVery LowPhoenix, AZ2026-10-13
Financial Insights, Inc.
292,432$15.5M3.9%ETFLowTacoma, WA2026-10-27
Park Avenue Securities LLC
292,048$15.4K0.0%ETFMediumNew York, NY2026-10-26
Klaas Financial Asset Advisors, LLC
291,685$15.4M1.9%ETFVery LowLoves Park, IL2026-10-19
Financial Security Advisor, Inc.
280,220$14.8M2.5%CoreLowVirginia Beach, VA2026-11-03
Parkside Financial Bank & Trust
279,525$14.8M1.0%CoreVery LowSaint Louis, MO2026-10-27
Carnegie Investment Counsel
270,597$14.3M0.3%CoreLowPepper Pike, OH2026-10-20
Allen Capital Group, LLC
261,384$13.8M1.1%CoreLowGrand Island, NE2026-10-27
Kestra Advisory Services, LLC
259,828$13.7M0.0%CoreLowAustin, TX2026-11-02
True Blue Financial, LLC
251,912$13.3M4.9%ETFLowStevensville, MI2026-10-15
Valeo Financial Advisors, LLC
240,369$12.7M0.3%ETFLowCarmel, IN2026-10-08
Portside Wealth Group, LLC
206,216$10.9M1.2%CoreMediumProvo, UT2026-10-20
Waller Financial Planning Group, Inc
201,879$10.7M2.2%ETFMediumColumbus, OH2026-10-07
Syntegra Private Wealth Group, LLC
201,317$10.6M0.8%ETFLowChesterfield, MO2026-10-13
Citigroup Inc
198,298$10.5M0.0%CoreMediumNew York, NY2026-11-04
Bensler, LLC
195,864$10.4M1.0%MomentumMediumBellevue, WA2026-11-05
Private Wealth Group, LLC
188,740$10.0M3.8%ETFLowTampa, FL2026-10-19
Paulson Wealth Management Inc.
182,161$9.6M2.0%ETFLowWest Palm Beach, FL2026-11-02
International City Management Association Retirement Corp
180,591$9.5M2.1%ETFN/AWashington, DC2026-10-26
1900 Wealth Management LLC
179,586$9.5M0.5%ETFLowSan Antonio, TX2026-10-13
RVW Wealth, LLC
174,333$9.2M0.6%ETFVery LowLos Angeles, CA2026-10-06
Arkansas Financial Group, Inc.
165,985$8.8M1.2%ETFVery LowLittle Rock, AR2026-10-26
Advisor OS, LLC
158,559$8.4M0.6%ETFMediumChicago, IL2026-11-03
Trilogy Capital Inc.
155,982$8.2M0.3%ETFMediumIrvine, CA2026-10-20
RFG Advisory, LLC
153,265$8.1M0.1%ETFMediumBirmingham, AL2026-11-03
Orange Investment Advisors, Inc.
150,608$8.0M1.0%CoreLowGoshen, NY2026-10-23
Warren Street Wealth Advisors, LLC
144,211$7.6M1.5%ETFMediumIrvine, CA2026-11-04
Jnba Financial Advisors
142,664$7.5M0.6%ETFMediumBloomington, MN2026-11-03
D.A. Davidson & Co.
141,254$7.5M0.0%CoreLowGreat Falls, MT2026-10-28
J.W. Cole Advisors, Inc.
127,179$6.7M0.1%IndexLowTampa, FL2026-11-05
Midwest Trust Co
127,129$6.7M0.1%CoreLowOverland Park, KS2026-10-22
Focus Financial Network, Inc.
122,816$6.5M0.2%ETFLowMinneapolis, MN2026-10-14
Mitsubishi UFJ Asset Management (UK) Ltd.
121,585$6.4K0.0%CoreHighLondon, United Kingdom2026-10-22
Buska Wealth Management, LLC
120,913$6.4M2.2%ETFMediumWausau, WI2026-10-08
XY Planning Network, Inc.
117,622$6.2M0.7%ETFLowBozeman, MT2026-10-14
Gerber Kawasaki Wealth & Investment Management
116,715$6.2M0.2%ETFLowSanta Monica, CA2026-10-29
Leslie Global Wealth, LLC
116,064$6.1M2.3%ETFLowItasca, IL2026-10-26
Thrivent Financial for Lutherans
115,733$6.1K0.0%GARPMediumMinneapolis, MN2026-11-05
Sumitomo Mitsui Trust Group, Inc.
115,700$6.1M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
James T. Borello RIA
113,137$6.0M1.2%ETFVery LowEast Dundee, IL2026-10-16
Cornerstone Wealth Management, LLC
112,810$6.0M0.3%ETFVery LowSt. Peters, MO2026-11-04
Richmond Investment Services, LLC
111,943$5.9M1.9%ETFLowMequon, WI2026-10-29
Colton Groome Financial Advisors, LLC
108,955$5.8M1.3%ETFLowAsheville, NC2026-10-06
CFS Investment Advisory Services, LLC
107,699$5.8M0.4%ETFMediumTotowa, NJ2026-10-19
626 Financial, LLC
106,841$5.6M2.2%CoreLowPortage, MI2026-11-04
Signal Advisors Wealth, LLC
105,298$5.6M0.2%ETFLowDetroit, MI2026-10-13
Bank of New York Mellon Corp
104,967$5.5M0.0%CoreLowNew York, NY2026-11-05
Landmark Wealth Management, Inc.
104,836$5.5M1.8%ETFLowNormal, IL2026-11-04
Hibernia Wealth Partners, LLC
98,227$5.2M2.7%ETFVery LowBaton Rouge, LA2026-10-29
Resonant Capital Advisors, LLC
97,092$5.1M0.2%ETFLowMadison, WI2026-10-15
Roan Capital Partners
94,124$5.0M3.6%ETFMediumJohnson City, TN2026-10-09
Rainier Family Wealth Inc
93,824$5.0M2.5%GrowthLowTacoma, WA2026-11-02
Wealth Advisory Solutions, LLC
92,685$4.9M1.0%ETFLowZionsville, IN2026-10-20
Maia Wealth LLC
92,255$4.9M0.7%ETFMediumDenver, CO2026-10-19
Ddfg, Inc
91,682$4.8M1.0%ETFLowThousand Oaks, CA2026-10-15
Wealth Management Resources, Inc.
90,987$4.8M1.5%ETFVery LowSmithfield, RI2026-10-21
SeedSafe Financial LLC
90,948$4.8M3.5%ETFVery LowAustin, TX2026-11-02
Retiremitten Financial LLC
90,828$4.9M1.9%ETFN/AMilford, MI2026-11-05
Meitav Investment House LTD
90,000$4.8M0.0%ETFMediumBene-Beraq, Luxembourg2026-10-28
Pachira Investments Inc.
89,535$4.7M1.5%ETFLowDana Point, CA2026-10-14
Apollon Wealth Management, LLC
85,134$4.5M0.1%GrowthLowMount Pleasant, SC2026-10-23
Ashton Thomas Private Wealth, LLC
84,307$4.5M0.1%CoreMediumScottsdale, AZ2026-11-03
Aspire Private Capital, LLC
84,093$4.4M0.9%ETFMediumCornelius, NC2026-11-05
Moneco Advisors, LLC
83,676$4.4M0.3%ETFLowFairfield, CT2026-11-05
StoneX Group Inc.
82,765$4.4M0.2%ETFMediumNew York, NY2026-11-03
IFP Advisors, Inc
82,361$4.4M0.1%GrowthLowTampa, FL2026-10-16
Shum Financial Group, Inc.
82,120$4.3M2.5%GrowthVery LowAlameda, CA2026-10-13
Chicago Partners Investment Group LLC
80,924$4.3M0.1%GARPLowChicago, IL2026-10-27
Farther Finance Advisors, LLC
78,152$4.1M0.0%IndexLowSan Francisco, CA2026-10-08
Atria Investments, Inc
77,499$4.1M0.0%CoreMediumCharlotte, NC2026-10-15
Sterling Investment Advisors, Ltd.
77,492$10.5M1.7%GrowthLowBerwyn, PA2026-10-27
Simplicity Wealth,LLC
76,743$4.1M0.1%ETFLowSummit, NJ2026-10-23
Legacy Solutions, LLC
76,690$4.1M3.1%ETFLowKennett Square, PA2026-10-07
Jacobi Capital Management LLC
76,548$4.0M0.2%CoreLowPittston, PA2026-11-05
Compass Wealth Management LLC
73,092$3.9M0.7%GARPLowGuilford, CT2026-10-22
Hughes Financial Services, LLC
72,217$4.0M0.5%ETFLowHerndon, VA2026-10-30
Stablepoint Partners, LLC
70,984$3.8M0.5%CoreLowBraintree, MA2026-11-03
G&S Capital LLC
69,289$3.7M1.1%CoreMediumDenver, CO2026-10-23
Opal Wealth Advisors, LLC
69,146$3.7M0.8%ETFLowJericho, NY2026-10-16
Meridian Financial Advisors, LLC
68,202$3.6M1.7%ETFVery LowHolliston, MA2026-10-14
Kingswood Wealth Advisors, LLC
67,764$3.6M0.1%GrowthLowSan Diego, CA2026-10-23
Kohmann Bosshard Financial Services, LLC
66,969$3.5M0.3%ETFLowFairlawn, OH2026-11-04
Nottingham Advisors, Inc.
66,905$3.6M0.4%ETFLowAmherst, NY2026-10-29
Sherman Asset Management, Inc.
66,809$3.5M2.6%ETFLowVentura, CA2026-11-05
Pecaut & Co.
66,471$3.5M1.0%ETFLowSioux City, IA2026-10-27
Blueprint Investment Partners LLC
66,313$3.5M0.3%ETFMediumGreensboro, NC2026-10-28
Annex Advisory Services, LLC
66,306$3.5M0.1%GrowthHighBrookfield, WI2026-10-16
Breakwater Capital Group
66,117$3.5M0.4%ETFLowParamus, NJ2026-10-09
Sowell Financial Services LLC
65,920$3.5M0.1%CoreLowNorth Little Rock, AR2026-10-23
Larson Financial Group LLC
64,916$3.4M0.1%GrowthLowSt Louis, MO2026-11-05
RMR Capital Management, LLC
64,911$3.4M2.4%ValueVery LowTustin, CA2026-10-23
Wealthcare Capital Partners, LLC
64,565$3.4M1.4%ETFLowWest Chester, PA2026-10-21
Summit Global Investments
64,440$3.4K0.0%CoreMediumBountiful, UT2026-10-28
CFM Wealth Partners LLC
64,245$3.4M0.4%GrowthLowAustin, TX2026-11-05
SkyOak Wealth, LLC
63,637$3.4M0.5%ETFLowSouthfield, MI2026-10-28
Bill Few Associates, Inc.
63,474$3.4M0.7%CoreVery LowSewickley, PA2026-10-09
Clarus Wealth Advisors
62,999$3.4M1.2%ETFMediumPeoria, AZ2026-10-13
AlphaCore Capital LLC
61,632$3.3M0.1%ETFLowLa Jolla, CA2026-11-04
MGO One Seven LLC
61,055$3.2M0.1%GrowthLowBeachwood, OH2026-10-28
Destiny Capital Corp
61,019$3.2M1.5%ETFVery LowDenver, CO2026-11-03
Smith & Howard Wealth Management, LLC
60,519$3.2M0.6%ETFLowAtlanta, GA2026-10-27
Fifth Third Wealth Advisors LLC
60,224$3.2M0.1%IndexVery LowCincinnati, OH2026-10-22
Cyndeo Wealth Partners, LLC
59,648$3.2M0.1%CoreMediumSt. Petersburg, FL2026-10-16
Modera Wealth Management, LLC
59,373$3.1M0.0%ETFVery LowWestwood, NJ2026-10-28
Lanark Financial, Inc.
59,278$3.1M0.2%CoreMediumBirmingham, AL2026-10-26
Grimes & Co Wealth Management, LLC
57,993$3.1M0.1%CoreLowWestborough, MA2026-10-29
Northwest Wealth Advisors, LLC
57,347$3.0M1.5%ETFVery LowBellingham, WA2026-11-02
First Premier Bank
57,325$3.0K0.0%CoreVery LowSioux Falls, SD2026-10-13
Private Trust Co NA
56,921$3.0M0.2%CoreLowCleveland, OH2026-10-20
Midwest Financial Network, LLC
56,472$3.0M2.0%ETFHighTinley Park, IL2026-10-13
Walkner Condon Financial Advisors LLC
56,100$3.0M0.3%ETFLowVerona, WI2026-11-02
Amicus Financial Advisors, LLC
55,815$3.0M0.8%ETFLowLubbock, TX2026-11-03
Keeler & Nadler Financial Planning & Wealth Management
55,446$2.9M0.8%ETFLowDublin, OH2026-10-28
Fire Capital Management LLC
54,504$2.9M0.7%GrowthLowSan Francisco, CA2026-10-27
Raleigh Capital Management Inc.
53,945$2.9M0.9%CoreMediumCary, NC2026-10-28
Marathon Strategic Advisors, LLC
53,193$2.8M1.6%ETFVery LowPittsburgh, PA2026-10-20
Naples Global Advisors, LLC
52,604$2.8M0.2%CoreVery LowNaples, FL2026-11-05
AdvisorNet Financial, Inc
52,524$2.8M0.1%ETFLowMinnetonka, MN2026-10-15
Obermeyer Wealth Partners
50,564$2.7M0.1%GrowthLowAspen, CO2026-10-21
Semitam Bonam LLC
50,433$2.7M1.9%ETFVery LowGoshen, NY2026-10-27
Tandem Investment Partners LLC
47,650$2.5M1.9%ETFLowBordentown, NJ2026-10-16
AGH Wealth Advisors, LLC
47,421$2.5M1.5%GrowthLowWichita, KS2026-10-26
Ironwood Wealth Management, Llc.
46,909$2.5M0.5%ETFLowChandler, AZ2026-10-28
Wealthcare Capital Management LLC
46,524$2.5M0.3%ETFVery LowRichmond, VA2026-10-21
Integrity Alliance, Llc.
46,396$2.5M0.1%ETFMediumUrbandale, IA2026-10-29
Concurrent Investment Advisors, LLC
45,286$2.4M0.0%GrowthMediumTampa, FL2026-10-16
Bluesphere Advisors LLC
44,564$2.4M0.7%ETFLowEast Norriton, PA2026-10-19
ARS Investment Partners, LLC
44,419$2.3M0.1%GrowthMediumNew York, NY2026-11-05
Krilogy Financial LLC
43,655$2.3M0.1%GrowthLowSt. Louis, MO2026-10-13
Balefire, LLC
43,611$2.3M0.4%ETFMediumDallas, TX2026-10-09
Affinity Capital Advisors, LLC
43,316$2.3M0.3%ETFLowBerkeley, CA2026-10-13
Shoker Investment Counsel, Inc.
42,842$2.3M0.6%CoreVery LowOxford, OH2026-11-04
IFG Advisors, LLC
42,739$2.3M0.3%ETFVery LowSt. Louis, MO2026-10-15
Aprio Wealth Management, LLC
42,528$2.2M0.1%ETFMediumAtlanta, GA2026-10-28
Defined Wealth Management, LLC
42,514$2.2M1.2%ETFLowBeaverton, OR2026-10-19
Retirement Planning Group, LLC
41,847$2.2M0.1%ETFVery LowLeawood, KS2026-10-19
Blue Fin Capital, Inc.
41,530$2.2M0.3%GrowthVery LowWarren, RI2026-10-28
Courier Capital LLC
41,200$2.2M0.1%ETFLowBuffalo, NY2026-10-19
Golden State Wealth Management, LLC
40,953$2.2M0.2%ETFMediumSanta Ana, CA2026-11-02
Stone Summit Wealth LLC
39,944$2.1M0.6%ETFLowMiami, FL2026-10-14
Towercrest Capital Management
39,110$2.1M0.3%ETFVery LowNewtown, PA2026-10-23
Fortitude Family Office, LLC
38,208$2.0M0.3%ETFMediumScottsdale, AZ2026-10-14
NovaPoint Capital, LLC
38,137$2.0M0.4%CoreLowAtlanta, GA2026-10-22
CoreCap Advisors, LLC
36,199$1.9M0.1%ETFMediumSouthfield, MI2026-10-08
Crescent Grove Advisors, LLC
35,980$1.9M0.2%ETFLowLake Forest, IL2026-10-21
Koshinski Asset Management, Inc.
35,954$1.9M0.1%ETFLowDecatur, IL2026-10-29
Vise Technologies, Inc.
35,706$1.9M0.0%IndexLowNew York, NY2026-10-29
21 West Wealth Management LLC
34,657$1.8M1.6%ETFLowTustin, CA2026-10-13
Armbruster Capital Management, Inc.
34,569$1.8M0.3%ETFVery LowPittsford, NY2026-10-19
Global Strategic Investment Solutions, LLC
33,278$1.8M0.2%ETFLowScottsdale, AZ2026-10-16
TKG Advisors, LLC
32,797$1.7M0.6%MomentumMediumValparaiso, IN2026-11-02
Phillip James Consulting Co.
32,748$1.7M1.2%ETFVery HighPlymouth, MN2026-11-03
Convergence Financial, LLC
32,491$1.7M0.2%ETFMediumColumbia, MO2026-10-27
Lunt Capital Management, Inc.
31,387$1.7M0.6%ETFLowHolladay, UT2026-10-30
MBM Wealth Consultants, LLC
31,266$1.7M0.3%ETFVery LowChesterfield, MO2026-10-20
Legacy Private Trust Co.
31,012$1.6M0.1%ETFLowNeenah, WI2026-10-06
Higgins & Schmidt Wealth Strategies LLC
30,891$1.6M0.7%ETFLowDenver, CO2026-10-26
Axxcess Wealth Management, LLC
30,185$1.6M0.1%CoreLowCarlsbad, CA2026-10-21
FF Advisors,LLC
30,121$1.6M0.6%ETFLowManhattan Beach, CA2026-10-21
VestGen Advisors, LLC
29,818$1.6M0.0%GrowthMediumChicago, IL2026-10-27
Patriot Financial Group Insurance Agency, LLC
29,800$1.6M0.2%GrowthLowWalpole, MA2026-10-14
Legacy Wealth Partners, LLC
29,774$1.6M0.3%ETFHighLakewood, CO2026-10-15
Blueprint Financial Advisors LLC
29,552$1.6M0.2%GARPMediumGreensboto, NC2026-10-28
River Street Advisors LLC
29,394$1.6M0.5%CoreLowAurora, IL2026-10-22
Deltec Asset Management LLC
29,330$1.6M0.2%CoreMediumNew York, NY2026-10-26
Alliance Wealth Management Group
29,196$1.5M0.3%ETFLowFlemington, NJ2026-10-29
Founders Financial Securities LLC
28,923$1.5M0.1%ETFMediumTowson, MD2026-10-28
South Shore Capital Advisors
28,741$1.5M1.0%CoreMediumCohasset, MA2026-10-20
Caliber Wealth Management, LLC / KS
28,290$1.5M0.1%ETFLowOverland Park, KS2026-11-04
Global Financial Private Client, LLC
28,177$1.5M0.4%GrowthLowSarasota, FL2026-10-15
Navigation Group, LLC
28,007$1.5M0.3%ETFVery LowRedwood City, CA2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
27,934$1.5M0.0%GrowthVery LowSeattle, WA2026-10-27
Kroeger Financial Partners
27,889$1.5M1.5%ETFN/AGrass Valley, CA2026-10-19
Bison Wealth, LLC
27,566$1.5M0.1%GrowthMediumAtlanta, GA2026-10-13
Values Added Financial LLC
27,153$1.4M0.5%ETFLowWashington, DC2026-10-28
Flynn Zito Capital Management, LLC
26,924$1.4M0.4%ETFLowGarden City, NY2026-11-04
Range Financial Group LLC
25,917$1.4M0.4%GARPMediumTigard, OR2026-10-21
Key FInancial Inc
25,901$1.4M0.2%ETFLowWest Chester, PA2026-11-02
Breachway Investments LLC
25,475$1.3M2.1%ETFLowCharlestown, RI2026-10-19
Ethic Inc.
24,882$1.3M0.0%CoreLowNew York, NY2026-11-03
Citizens Financial Group Inc
24,648$1.3M0.0%GrowthLowProvidence, RI2026-10-23
Wiregrass Investment Management LLC
24,045$1.3M0.9%CoreMediumThomasville, GA2026-11-05
Financial Network Wealth Advisors LLC
23,961$1.3M1.3%ETFLowMurray, UT2026-10-28
Lee, Kelleher & Klein Wealth Management
23,768$1.3M0.6%ETFVery LowEllicott City, MD2026-10-08
Strategic Blueprint, LLC
23,620$1.2M0.1%ETFLowAtlanta, GA2026-10-22
BlueChip Wealth Advisors LLC
23,565$1.2M0.4%ETFMediumMilton, GA2026-11-03
Richardson Financial Services Inc.
23,475$1.2M0.7%GrowthMediumMedway, MA2026-10-30
Meridian Wealth Management, LLC
23,088$1.2M0.0%GrowthLowLexington, KY2026-11-05
Prospera Financial Services Inc
23,020$1.3M0.0%CoreMediumDallas, TX2026-11-04
Elevation Point Wealth Partners, LLC
22,982$1.2M0.0%CoreHighDenver, CO2026-11-05
Orin Green Financial, LLC
22,906$1.2M0.5%ETFVery LowSan Diego, CA2026-10-19
Perigon Wealth Management, LLC
22,717$1.2M0.0%GrowthLowSan Francisco, CA2026-10-22
McMill Wealth Management
22,566$1.2M0.3%Deep ValueHighNorfolk, NE2026-11-05
SFG Wealth Management, Llc.
22,233$1.2M0.4%ETFMediumTowson, MD2026-10-23
B. Riley Wealth Advisors, Inc.
22,097$1.2M0.0%GrowthLowMemphis, TN2026-10-13
Kagan Cocozza Asset Management
21,068$1.1M0.7%ETFVery LowMickleton, NJ2026-10-19
Go Invest LLC
20,603$1.1M0.2%ETFN/AWest Jordan, UT2026-10-09
Planning Strategies Inc.
20,563$1.1M0.6%ETFN/ALancaster, PA2026-10-02
Sharkey, Howes & Javer
20,553$1.1M0.1%ETFMediumDenver, CO2026-10-22
Titleist Asset Management, LLC
20,047$1.1M0.1%ETFLowSan Antonio, TX2026-10-08
Independent Financial Group, LLC
19,956$1.1M0.0%GrowthLowSan Diego, CA2026-10-13
Norden Group LLC
19,750$1.0M0.1%GrowthMediumProvo, UT2026-10-20
Swmg, LLC
19,675$1.1M0.2%ETFMediumFort Worth, TX2026-10-23
Opulen Financial Group LLC
19,581$1.0M0.6%ETFVery LowArlington, VA2026-10-22
SAX Wealth Advisors, LLC
19,144$1.0M0.0%ETFVery LowParsippany, NJ2026-10-13
Delta Wealth Advisors LLC
18,983$1.0M0.7%ETFMediumIndianapolis, IN2026-10-09
Lockerman Financial Group, Inc.
18,754$991.3K1.4%ETFMediumNewport Beach, CA2026-10-19
Silverlake Wealth Management LLC
18,641$985.3K0.2%ETFLowWilliston, VT2026-10-21
Wall Capital Group, Inc.
18,626$984.6K0.8%ETFHighPhoenix, AZ2026-10-14
Saxony Capital Management, LLC
18,193$961.7K0.4%ETFMediumSt. Louis, MO2026-10-15
Redwood Financial Network Corp
18,077$955.5K0.5%ETFLowSolon, OH2026-11-03
Oppenheimer & Co Inc
17,869$944.6K0.0%CoreLowNew York, NY2026-10-26
Summit Financial Strategies, Inc.
17,784$940.1K0.1%ETFLowColumbus, OH2026-10-14
Intrua Financial, LLC
17,694$935.3K0.1%ETFMediumHouston, TX2026-10-28
CGN Advisors LLC
17,518$926.0K0.1%ETFLowManhattan, KS2026-10-21
Guardian Asset Advisors, LLC
17,184$908.1K0.4%GrowthMediumMechanicsburg, PA2026-10-16
International Private Wealth Advisors LLC
16,920$894.4K0.4%CoreMediumSan Diego, CA2026-11-05
Symphony Financial, Ltd. Co.
16,652$884.4K0.1%GrowthLowHouston, TX2026-10-22
Downshift Financial, LLC
16,428$868.4K0.4%ETFLowBoulder, CO2026-10-13
Adamsbrown Wealth Consultants LLC
16,271$860.1K0.2%ETFLowWichita, KS2026-10-20
Washington Trust Co
16,243$858.6K0.0%GrowthVery LowWesterly, RI2026-10-22
Ascent Group, LLC
16,155$854.0K0.0%CoreLowVirginia Beach, VA2026-10-30
Worth Financial Advisory Group, LLC
16,002$845.9K0.3%GrowthVery LowCharlotte, NC2026-10-19
Northbridge Financial Group, LLC
15,996$863.6K0.3%GrowthLowTampa, FL2026-11-05
Rossmore Private Capital
15,975$844.4K0.1%CoreLowGlastonbury, CT2026-10-27
OpenArc Corporate Advisory, LLC
15,861$838.4K0.0%GrowthLowAtlanta, GA2026-10-21
Smart Wealth LLC
15,715$830.7K0.2%ETFHighOmaha, NE2026-11-04
Valpey Financial Services, LLC
15,684$829.1K0.5%ETFVery LowConcord, NH2026-10-30
Butensky & Cohen Financial Security, Inc
15,428$815.5K0.2%ValueLowPonte Vedra Beach, FL2026-10-13
Financial Synergies Wealth Advisors, Inc.
15,274$807.4K0.1%ETFVery LowHouston, TX2026-10-16
Berman McAleer LLC
15,057$795.9K0.1%ETFVery LowTimonium, MD2026-10-16
CX Institutional
14,615$7730.0%CoreMediumAuburn, IN2026-10-02
DWM Financial Group, Inc.
14,456$764.1K0.6%ETFN/APalatine, IL2026-10-28
Cullen T Bankers, Inc.
14,424$762.5K0.0%GrowthLowSan Antonio, TX2026-10-28
Capstone Wealth Management Group, LLC
14,417$667.8K0.3%ETFMediumDunmore, PA2026-11-05
Penobscot Wealth Management
14,287$755.2K0.2%ETFVery LowPortland, ME2026-10-21
BIP Wealth, LLC
14,232$752.3K0.0%ETFMediumAtlanta, GA2026-10-22
Summit Investment Advisory Services, LLC
14,064$743.4K0.2%ETFVery LowRoseville, MN2026-11-03
Spartan Planning & Wealth Management
14,049$742.6K0.5%GrowthHighGreensboro, NC2026-10-13
Sunburst Financial Group, LLC
14,045$742.4K0.1%ETFVery LowVestavia Hills, AL2026-10-09
E&G Advisors, LLC
13,525$714.9K0.1%ETFVery LowHouston, TX2026-10-13
Essex Bank
13,365$706.5K0.1%CoreLowEssex, CT2026-10-16
MFA Wealth Services
13,314$703.8K0.4%ETFLowThousand Oaks, CA2026-10-14
Nations Financial Group Inc,
13,286$702.3K0.0%CoreLowCedar Rapids, IA2026-11-05
Outlook Wealth Advisors, LLC
13,260$700.9K0.1%ETFMediumShenandoah, TX2026-10-28
Investment Planning Advisors, Inc.
13,255$700.7K0.2%ETFMediumCumming, GA2026-10-14
Prime Capital Investment Advisors, LLC
13,188$697.1K0.0%ETFLowOverland Park, KS2026-10-20
October Effect Ltd
13,172$696.3K0.7%GrowthHighVirginia Beach, VA2026-10-20
Retirement Planning Co of New England, Inc.
13,092$692.0K0.3%CoreLowWarwick, RI2026-10-15
Tennessee Valley Asset Management Partners
12,898$681.8K0.1%ETFLowKnoxville, TN2026-11-03
Mengis Capital Management, Inc.
12,881$680.9K0.1%CoreLowPortland, OR2026-10-13
Trek Financial, LLC
12,821$677.7K0.0%ETFHighScottsdale, AZ2026-10-29
Horizon Wealth Management, LLC
12,672$669.8K0.1%ETFVery HighLa Grange, IL2026-11-02
LexAurum Advisors, LLC
12,459$658.6K0.1%ETFLowOverland Park, KS2026-10-19
Fulton Bank, N.A.
12,429$657.0K0.0%CoreLowLancaster, PA2026-10-14
Advisor Resource Council
12,278$663.6K0.2%ETFLowDallas, TX2026-11-05
Pettinga Financial Advisors LLC
12,275$648.9K0.1%ETFMediumEvansville, IN2026-10-13
Financial Management Network Inc
12,197$656.7K0.1%ETFLowMission Viejo, CA2026-10-09
Third View Private Wealth, LLC
12,037$636.3K0.1%GrowthLowWestport, CT2026-10-30
Sanchez Gaunt Capital Management, LLC
11,912$629.7K0.3%ETFN/AReno, NV2026-11-03
Independent Wealth Network Inc.
11,773$622.3K0.2%ETFMediumUrbandale, IA2026-10-19
Univest Financial Corp
11,716$619.3K0.0%GrowthLowSouderton, PA2026-11-05
Apella Capital, LLC
11,612$618.7K0.0%ETFVery LowWest Hartford, CT2026-10-08
Fingerlakes Wealth Management, Inc.
11,533$609.7K0.3%ETFVery LowIthaca, NY2026-11-04
Colonial River Investments, LLC
11,530$609.5K0.2%GrowthMediumMidlothian, VA2026-10-19
McGuire Investment Group, LLC
11,357$600.3K0.1%Agg GrowthLowWakefield, RI2026-10-23
Salomon & Ludwin, LLC
11,118$587.7K0.0%ETFVery LowRichmond, VA2026-10-29
Lynch & Associates
11,114$587.5K0.1%CoreVery LowEvansville, IN2026-10-13
Brown Financial Advisory
11,093$586.4K0.2%ETFVery LowFairhope, AL2026-11-05
Alliance Wealth Advisors, LLC
10,999$581.4K0.1%ETFHighCenterville, UT2026-10-28
Aegis Wealth Management, Inc.
10,921$577.3K0.3%ETFMediumGuthrie Center, IA2026-10-26
WealthPoint Financial, LLC
10,833$572.6K0.4%ETFMediumCramerton, NC2026-11-03
McClarren Financial Advisors, Inc.
10,767$569.1K0.3%ETFMediumState College, PA2026-10-15
Idaho Trust Co
10,478$553.8K0.2%ETFLowBoise, ID2026-11-04
MMA Asset Management LLC
10,421$550.9K0.2%ETFMediumNew York, NY2026-11-02
Harbor Investment Advisory, LLC
10,404$550.0K0.0%GrowthLowLutherville, MD2026-10-13
Spinnaker Investment Group, LLC
10,401$549.8K0.1%ETFLowNewport Beach, CA2026-10-13
PKS Advisory Services, LLC
10,372$598.2K0.1%ETFMediumAlbany, NY2026-10-26
Keybank National Association
10,225$540.5K0.0%CoreLowBrooklyn, OH2026-11-04
BCS Wealth Management
10,200$539.2K0.1%ETFVery LowJohnson City, TN2026-11-03
Montis Financial, LLC
10,140$536.0K0.1%ETFLowWaltham, MA2026-11-04
VCI Wealth Management LLC
10,108$534.3K0.1%CoreHighSt Louis, MO2026-10-29
ACT Advisors, Llc.
10,091$533.4K0.2%ETFMediumAsheville, NC2026-10-15
Mystic Asset Management, Inc.
9,986$527.9K0.1%CoreVery LowWarwick, RI2026-10-15
Gilpin Wealth Management, LLC
9,914$524.1K0.4%GrowthLowDenver, CO2026-10-09
Voisard Asset Management Group, Inc.
9,881$522.3K0.1%ETFLowGrand Rapids, MI2026-10-13
Claro Advisors Inc.
9,881$522.3K0.1%CoreLowBoston, MA2026-11-02
Gateway Investment Advisers LLC
9,760$515.9K0.0%GrowthLowCincinnati, OH2026-10-13
Guidance Capital, Inc
9,299$511.3K0.1%ETFMediumLousville, KY2026-11-03
Grove Bank & Trust
9,192$485.9K0.0%ETFLowMiami, FL2026-10-08
Paragon Advisors, LLC
9,187$485.6K0.1%ETFHighCollege Station, TX2026-11-03
E6 Portfolios, LLC
9,117$481.9K0.4%ETFLowMidvale, UT2026-10-26
Legacy Advisors, LLC
9,105$481.3K0.0%ETFLowPlymouth Meeting, PA2026-10-19
Parcion Private Wealth LLC
8,980$474.7K0.0%CoreMediumBellevue, WA2026-10-28
Caldwell Trust Co
8,862$468.4K0.0%GrowthLowVenice, FL2026-10-30
PFG Advisors
8,851$467.9K0.0%ETFMediumPhoenix, AZ2026-10-16
Center For Asset Management LLC
8,798$465.1K0.2%ETFMediumPalm Beach Gardens, FL2026-10-16
Harmony Asset Management LLC
8,745$462.3K0.1%GrowthMediumScottsdale, AZ2026-10-20
SBE LLC DBA Cedar Cove Wealth Partners
8,659$457.7K0.2%ETFMediumBloomington, MN2026-10-15
Aureum Wealth Management, LLC
8,581$453.6K0.3%ETFLowNorth Palm Beach, FL2026-10-15
Signature Estate & Investment Advisors LLC
8,569$453.0K0.0%ETFMediumLos Angeles, CA2026-10-13
Wlth Capital Management, LLC
8,482$448.4K2.7%ETFN/AChandler, AZ2026-10-20
US Bancorp \de\
8,371$442.5K0.0%IndexLowMinneapolis, MN2026-11-05
Keudell ison Wealth Management
8,365$442.2K0.1%ETFMediumSalem, OR2026-10-16
Howard Financial Services, Ltd.
8,357$441.7K0.0%ETFLowDallas, TX2026-10-15
Creative Financial Designs Inc
8,330$440.3K0.0%ETFMediumKokomo, IN2026-11-04
Verdence Capital Advisors LLC
8,256$436.4K0.0%CoreMediumHunt Valley, MD2026-10-26
Curry Webb Wealth Management LLC
8,177$471.6K0.2%ETFLowIndianapolis, IN2026-10-22
Apeiron RIA LLC
8,028$427.4K0.1%ETFMediumDallas, TX2026-10-08
Sterling Wealth Management, Inc.
7,975$421.6K0.1%ETFLowChampaign, IL2026-10-23
Oath Planning, LLC
7,973$421.5K0.3%ETFVery LowTulsa, OK2026-10-20
HB Wealth Management, LLC
7,952$420.3K0.0%IndexVery LowAtlanta, GA2026-10-23
Baker Tilly Wealth Management, LLC
7,864$415.7K0.1%GrowthLowMadison, WI2026-10-05
ERn Financial, LLC
7,849$414.9K0.1%ETFVery LowMiddleton, WI2026-10-28
Security Financial Services, Inc.
7,846$414.8K0.1%ETFMediumFort Wayne, IN2026-10-29
Balboa Wealth Partners
7,806$412.6K0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
First Heartland Consultants, Inc.
7,756$410.0K0.0%ETFMediumLake St. Louis, MO2026-10-08
Fusion Family Wealth, LLC
7,727$408.4K0.0%ETFVery LowWoodbury, NY2026-11-02
Spectrum Planning & Advisory Services Inc.
7,653$404.5K0.2%ETFMediumSan Diego, CA2026-11-05
Integrity Wealth Partners, LLC
7,617$400.8K0.3%ETFN/AWalnut Creek, CA2026-10-14
High Probability Advisors, LLC
7,375$389.8K0.0%ETFVery LowPittsford, NY2026-10-19
Avidian Wealth Enterprises, LLC
7,374$389.8K0.0%ETFLowHouston, TX2026-10-08
William Mack & Associates, Inc.
7,260$383.8K0.1%ETFLowTroy, MI2026-10-27
Tilia Fiduciary Partners, Inc.
7,222$381.7K0.2%CoreLowWilmington, NC2026-10-09
Stirlingshire Investments, Inc.
7,175$379.3K0.3%ETFMediumNew York, NY2026-11-05
WealthPlan Investment Management, LLC
7,125$376.6K0.0%GrowthMediumOmaha, NE2026-10-15
Acorn Wealth Advisors, LLC
7,046$372.4K0.1%ETFLowGrand Blanc, MI2026-10-19
Clifford Swan Investment Counsel LLC
7,025$371.3K0.0%CoreVery LowPasadena, CA2026-11-05
Retirement Financial Solutions, LLC
7,012$370.7K0.1%ETFMediumKnoxville, TN2026-10-20
Blue Trust, Inc.
6,984$369.2K0.0%ETFLowBrentwood, TN2026-10-15
YHB Investment Advisors, Inc.
6,975$368.7K0.0%GrowthLowWest Hartford, CT2026-10-08
Brookstone Capital Management
6,961$367.9K0.0%ETFMediumWheaton, IL2026-10-22
Sunpointe, LLC
6,935$366.6K0.1%GrowthMediumSt. Louis, MO2026-10-22
Latitude Advisors, LLC
6,929$366.3K0.1%ETFLowYorkville, IL2026-10-27
Fidelity D & D Bancorp Inc
6,848$362.0K0.1%ETFVery LowScranton, PA2026-11-05
Avantax Planning Partners, Inc.
6,845$361.8K0.0%ETFLowDubuque, IA2026-11-03
Triumph Capital Management
6,730$355.7K0.1%ETFMediumDenver, CO2026-10-14
Salem Investment Counselors Inc
6,668$352.5K0.0%GrowthVery LowWinston-Salem, NC2026-10-13
Hopwood Financial Services, Inc.
6,656$351.8K0.2%ETFLowReston, VA2026-10-29
Compound Planning, Inc.
6,621$350.0K0.0%CoreLowNew York, NY2026-11-05
USAdvisors Wealth Management, LLC
6,588$3480.0%ETFLowEden Prairie, MN2026-10-21
Bridgelight Financial Advisors, Inc.
6,585$348.1K0.2%CoreMediumShelton, CT2026-10-20
Old Second National Bank of Aurora
6,521$344.7K0.1%CoreLowAurora, IL2026-10-22
Sherman Wealth Management LLC
6,513$344.3K0.2%ETFLowGaithersburg, MD2026-10-16
Beaumont Financial Advisors, LLC
6,496$343.4K0.0%GrowthMediumNeedham, MA2026-10-22
Ejmk Ventures LLC
6,480$342.5K0.1%GrowthMediumItasca, IL2026-10-21
Vestia Personal Wealth Advisors
6,474$342.2K0.1%ETFMediumFort Wayne, IN2026-10-20
Acropolis Investment Management, LLC
6,404$338.5K0.0%ETFLowSt. Louis, MO2026-10-08
Narus Financial Partners, LLC
6,391$337.8K0.1%ValueLowSalt Lake City, UT2026-10-19
Absolute Capital Management, LLC
6,389$337.8K0.1%ETFMediumPittsburgh, PA2026-10-16
Precedent Wealth Partners, LLC
6,327$334.4K0.1%ETFMediumHouston, TX2026-10-21
Woodmont Investment Counsel LLC
6,220$328.8K0.0%GARPVery LowNashville, TN2026-10-29
Diversified Enterprises, LLC
6,169$326.1K0.0%ETFVery LowWilmington, DE2026-10-19
Red Mountain Financial, LLC
6,112$323.1K0.3%ETFLowFort Collins, CO2026-11-03
Noesis Capital Mangement Corp
6,000$317.2K0.0%CoreVery LowBoca Raton, FL2026-10-26
HUB Investment Partners, LLC
5,992$316.7K0.0%GrowthLowAustin, TX2026-11-03
Stevens Capital Partners
5,963$315.2K0.1%ETFVery LowOmaha, NE2026-10-29
Barnes Dennig Private Wealth Management LLC
5,917$312.8K0.3%CoreLowCincinnati, OH2026-10-30
United Advisor Group, LLC
5,886$311.1K0.0%ETFLowCincinnati, OH2026-11-03
Sapient Capital LLC
5,828$308.1K0.0%GrowthMediumIndianapolis, IN2026-10-08
EverSource Wealth Advisors, LLC
5,736$303.2K0.0%CoreMediumBirmingham, AL2026-11-04
American Financial & TAX Strategies Inc
5,726$302.7K0.1%ETFVery LowNew York, NY2026-10-16
Eclectic Associates Inc
5,719$302.3K0.0%ETFVery LowFullerton, CA2026-10-09
Welch & Forbes LLC
5,700$301.3K0.0%CoreVery LowBoston, MA2026-11-04
Quest 10 Wealth Builders, Inc.
5,692$300.9K0.2%ETFLowFuquay-Varina, VA2026-11-02
Optimist Retirement Group LLC
5,569$294.4K0.1%ValueLowBellevue, WA2026-10-30
Amplius Wealth Advisors, LLC
5,562$294.0K0.0%ETFLowBlue Bell, PA2026-10-20
Aspen Wealth Management LLC
5,535$292.6K0.0%ETFLowFort Worth, TX2026-10-14
MBE Wealth Management, LLC
5,446$287.9K0.1%ETFVery LowTomah, WI2026-10-26
NorthCrest Asset Manangement, LLC
5,442$290.4K0.0%GrowthLowPlymouth, MN2026-10-13
Apollon Financial, LLC
5,424$286.7K0.0%ETFVery LowMount Pleasant, SC2026-10-23
Mascagni Wealth Management, Inc.
5,376$284.2K0.2%ETFLowClinton, MS2026-10-23
Stegent Equity Advisors, Inc.
5,371$283.9K0.2%ETFHighHouston, TX2026-10-13
Summit Wealth Group LLC / Co
5,336$282.1K0.0%ETFHighColorado Springs, CO2026-10-29
Financial Solutions Advisory Group, Inc.
5,330$281.6K0.0%ETFMediumChicago, IL2026-10-28
Heck Capital Advisors, LLC
5,320$281.2K0.0%ETFMediumRhinelander, WI2026-10-14
Cranbrook Wealth Management, LLC
5,319$281.2K0.1%ETFVery LowBloomfield Hills, MI2026-10-28
Moneywise, Inc.
5,261$278.1K0.3%ETFMediumForest, VA2026-10-30
Trinity Wealth Management, LLC
5,258$277.9K0.1%ETFMediumBerwyn, PA2026-10-13
Ironwood Financial, llc
5,234$276.7K0.0%ETFLowTucson, AZ2026-10-20
National Wealth Management Group, LLC
5,227$276.3K0.1%ETFMediumCincinnati, OH2026-10-26
Sentinel Pension Advisors, LLC
5,197$274.7K0.0%ETFLowWakefield, MA2026-11-02
Roman Butler Fullerton & Co
5,189$274.1K0.1%GrowthMediumSt Louis, MO2026-10-27
Whitegate Investment Counselors, Inc.
5,155$272.5K0.1%ETFVery LowConcord, NH2026-11-02
BLB&B Advisors, LLC
5,145$272.0K0.0%ETFLowMontgomeryville, PA2026-10-27
Councilor Wealth, LLC
5,138$271.6K0.1%ETFLowBethesda, MD2026-10-09
HBW Advisory Services LLC
5,131$271.2K0.0%ETFMediumSimi Valley, CA2026-10-15
Financial Perspectives, Inc
5,077$268.4K0.1%GrowthVery LowMinneapolis, MN2026-11-03
Wealth Architects, LLC
5,068$267.9K0.0%ETFVery LowMountain View, CA2026-11-03
Main Line Retirement Advisors, LLC
5,016$265.2K0.1%ETFLowWhitefish, MT2026-10-14
Evergreen Capital Management LLC
5,016$265.1K0.0%GARPMediumBellevue, WA2026-10-23
Eagle Rock Investment Company, LLC
4,981$263.3K0.0%CoreLowAtlanta, GA2026-10-21
Arthur M. Cohen & Associates, LLC
4,959$262.1K0.0%GrowthVery LowNorthbrook, IL2026-10-26
Milestone Asset Management Group, LLC
4,924$260.3K0.1%ETFVery LowAvon, CT2026-10-20
Cypress Financial Planning LLC
4,909$259.5K0.1%ETFLowHaddon Heights, NJ2026-10-09
Plan A Wealth LLC
4,901$259.1K0.1%CoreLowLincoln, NE2026-10-08
Townsend Asset Management Corp
4,896$258.8K0.1%CoreLowRaleigh, NC2026-10-29
RCW Management, LLC
4,893$258.7K0.2%ETFVery LowJacksonville, FL2026-10-30
Shaker Investments LLC
4,890$258.5K0.1%MomentumMediumCleveland, OH2026-11-05
Kraft, Davis & Associates, LLC
4,890$258.6K0.1%ETFMediumSt. Louis, MO2026-10-21
15 Wealth Advisors LLC
4,879$257.9K0.1%ETFN/AMundelein, IL2026-10-14
Glenview Trust Co
4,831$255.4K0.0%GrowthVery LowLouisville, KY2026-10-28
Arlington Trust Co LLC
4,736$250.3K0.0%ETFMediumBirmingham, AL2026-10-20
Financial Advisory Partners, LLC
4,699$248.4K0.1%ETFVery LowWinter Park, FL2026-10-23
Independence Bank of Kentucky
4,670$246.9K0.0%GrowthLowOwensboro, KY2026-10-26
Factor Wealth Management LTD
4,670$246.9K0.0%ETFLowChicago, IL2026-10-08
Stanich Group LLC
4,569$241.5K0.1%ETFVery LowMontauk, NY2026-10-16
Sovran Advisors, LLC
4,544$250.8K0.0%ETFMediumSan Diego, CA2026-11-02
One Wealth Capital Management, LLC
4,483$237.0K0.1%GrowthMediumScottsdale, AZ2026-10-23
GSG Advisors LLC
4,466$236.0K0.0%ETFVery LowMount Laurel, NJ2026-11-03
Optima Capital LLC
4,431$234.3K0.1%ETFHighPortland, OR2026-10-29
Mesirow Financial Investment Management, Inc.
4,368$230.9K0.0%CoreLowChicago, IL2026-11-05
Fonville Wealth Management LLC
4,352$230.0K0.0%ETFVery LowRichmond, VA2026-10-28
Guardian Wealth Advisors, LLC
4,335$235.3K0.1%ETFVery LowSt Louis Park, MN2026-10-30
Professional Financial Advisors, LLC
4,322$228.5K0.0%ETFMediumNorth Platte, NE2026-10-13
Flagship Private Wealth, LLC
4,290$226.7K0.1%ETFLowWoburn, MA2026-11-05
Marion Wealth Management
4,288$226.7K0.0%ETFVery LowMonroeville, PA2026-10-22
Forza Wealth Management, LLC
4,249$224.6K0.1%CoreVery LowSarasota, FL2026-10-20
Capital Investment Advisors, LLC
4,224$223.3K0.0%CoreLowAtlanta, GA2026-10-22
AMI Investment Management Inc
4,189$221.4K0.0%ETFLowKendallville, IN2026-10-27
Certified Advisory Corp
4,189$221.4K0.0%ETFLowAltamonte Springs, FL2026-10-29
Capital Squared Financial LLC
4,188$221.4K0.1%ETFVery LowRockville, MD2026-10-30
Pinnacle Associates LTD
4,036$213.4K0.0%CoreLowNew York, NY2026-10-20
Capital Investment Advisory Services, LLC
4,024$212.7K0.0%CoreMediumRaleigh, NC2026-10-30
Power Wealth Management LLC
3,999$211.4K0.1%ETFLowAlpharetta, GA2026-10-27
Elevation Wealth Management LLC
3,994$211.1K0.1%Agg GrowthLowEden Prairie, MN2026-11-02
S.A. Mason LLC
3,983$210.5K0.1%GrowthVery LowHolland, MI2026-10-13
Moisand Fitzgerald Tamayo, LLC
3,953$209.0K0.0%ETFVery LowOrlando, FL2026-10-15
Quadcap Wealth Management, LLC
3,906$206.5K0.0%ETFLowFrisco, TX2026-11-02
Objective Capital Management, LLC
3,893$205.8K0.2%ETFLowFairlawn, OH2026-10-13
Well Done, LLC
3,890$205.6K0.0%ETFLowHolland, MI2026-10-20
BAR Harbor Wealth Management
3,821$202.0K0.0%CoreLowConcord, NH2026-10-21
Rooted Wealth Advisors, Inc.
3,703$213.6K0.1%ETFLowBourbonnais, IL2026-11-03
Evolution Wealth Management Inc.
3,662$193.6K0.1%ETFMediumFort Myers, FL2026-10-28
Hazlett, Burt & Watson, Inc.
3,500$1860.0%CoreVery LowWheeling, WV2026-11-04
Joseph Group Capital Management
3,319$175.4K0.0%ETFLowColumbus, OH2026-11-04
Nfsg Corp
3,111$164.4K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Global Trust Asset Management, LLC
2,998$158.5K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
First Pacific Financial
2,958$156.4K0.0%ETFLowVancouver, WA2026-10-14
GGM Financial LLC
2,942$155.5K0.1%ETFMediumColumbus, OH2026-11-05
MJT & Associates Financial Advisory Group, Inc.
2,938$155.3K0.1%ETFLowMontevideo, MN2026-10-07
Parallel Advisors, LLC
2,829$149.5K0.0%IndexLowSan Francisco, CA2026-11-03
Abound Wealth Management
2,811$148.6K0.0%ETFVery LowFranklin, TN2026-10-26
Cape Investment Advisory, Inc.
2,682$141.8K0.0%ETFLowMcdonough, GA2026-10-13
Gamma Investing LLC
2,655$140.3K0.0%IndexVery LowFoster City, CA2026-10-08
Brown, Lisle Ings, Inc.
2,648$140.0K0.0%CoreVery LowProvidence, RI2026-10-16
Phillips Financial Management, LLC
2,480$131.1K0.0%ETFVery LowFort Wayne, IN2026-10-19
Sima Wealth Partners, LLC
2,444$129.2K0.1%ETFVery LowRichmond, VA2026-10-19
Capital Advisors, Ltd. LLC
2,278$1200.0%ETFLowShaker Heights, OH2026-10-27
Fairway Wealth LLC
2,005$106.0K0.0%ETFLowIndependence, OH2026-10-30
Balance Wealth Partners LLC
2,003$105.9K0.0%ETFMediumWorthington, OH2026-10-27
Piscataqua Savings Bank
2,000$105.7K0.1%CoreVery LowPortsmouth, NH2026-10-21
Rudd Co d/b/a Styre Wealth
1,889$99.8K0.1%ValueN/AFort Worth, TX2026-10-29
Sage Mountain Advisors LLC
1,831$96.8K0.0%ETFLowAtlanta, GA2026-11-02
Root Financial Partners, LLC
1,825$96.5K0.0%ETFMediumEncinitas, CA2026-10-21
Spire Wealth Management
1,803$95.3K0.0%GrowthMediumMclean, VA2026-10-30
Polaris Financial Partners
1,716$910.0%GrowthN/AWesterville, OH2026-10-02
1620 Investment Advisors, Inc.
1,712$90.5K0.1%ValueLowPlymouth, MA2026-11-04
USA Financial Formulas
1,565$82.7K0.0%ETFVery HighAda, MI2026-10-16
Balentine LLC
1,431$75.6K0.0%ETFLowAtlanta, GA2026-11-03
JFS Wealth Advisors, LLC
1,354$71.6K0.0%ETFVery LowHermitage, PA2026-11-03
American National Bank & Trust
1,334$70.5K0.0%CoreVery LowWichita Falls, TX2026-10-07
Vima LLC
1,169$61.8K0.1%CoreLowTroy, MI2026-10-23
MeadowBrook Investment Advisors LLC
1,150$62.0K0.0%CoreLowLivonia, MI2026-10-29
Mcdonald Partners LLC
1,122$59.3K0.0%CoreLowCleveland, OH2026-11-03
Central Trust Co
1,075$56.8K0.0%CoreLowJefferson City, MO2026-11-05
Tompkins Financial Corp
1,073$56.7K0.0%CoreLowIthaca, NY2026-10-05
Chapman Financial Group, LLC
900$47.6K0.0%CoreVery LowHonolulu, HI2026-10-26
IMG Wealth Management, Inc.
869$45.9K0.0%ETFMediumJacksonville, FL2026-10-27
Buck Wealth Strategies, LLC
853$45.1K0.0%ValueMediumDenver, CO2026-10-28
Wilmington Savings Fund Society, FSB
833$44.0K0.0%CoreLowWilmington, DE2026-10-23
Align Financial, LLC
777$41.1K0.0%ETFVery LowHermantown, MN2026-10-16
Manchester Capital Management LLC
762$40.3K0.0%CoreLowManchester, VT2026-10-22
Montag A & Associates Inc
755$39.9K0.0%CoreLowAtlanta, GA2026-10-29
Lodestone Wealth Management LLC
713$37.7K0.0%CoreLowSpokane, WA2026-10-14
Mather Group, Llc.
675$35.7K0.0%ETFMediumChicago, IL2026-10-14
Elevation Wealth Partners, LLC
670$35.4K0.0%ETFLowWalnut Creek, CA2026-10-07
Plante Moran Financial Advisors, LLC
638$33.7K0.0%ETFVery LowSouthfield, MI2026-11-04
Rossby Financial, LCC
617$32.6K0.0%ETFMediumMelbourne, FL2026-11-05
Atwood & Palmer Inc
607$32.1K0.0%CoreVery LowKansas City, MO2026-10-08
Provenance Wealth Advisors, LLC
598$31.6K0.0%ETFLowFort Lauderdale, FL2026-10-30
POM Investment Strategies, LLC
593$31.4K0.0%ETFVery HighRaleigh, NC2026-10-20
Tsfg, LLC
577$310.0%ETFLowLake Forest, IL2026-10-23
North Star Investment Management Corp.
573$30.3K0.0%CoreLowChicago, IL2026-10-27
New England Capital Financial Advisors LLC
568$30.0K0.0%ETFLowMeriden, CT2026-11-03
Barrett & Company, Inc.
562$29.7K0.0%ETFLowProvidence, RI2026-10-22
Silver Grove Financial Group, Inc.
540$28.5K0.0%CoreMediumOrchard Park, NY2026-11-05
Trust Co of Toledo NA
533$28.2K0.0%GrowthVery LowHolland, OH2026-10-16
Covestor Ltd
507$270.0%ValueHighLondon, United Kingdom2026-10-30
Center for Financial Planning, Inc.
500$26.4K0.0%ETFLowSouthfied, MI2026-10-26
Comprehensive Financial Planning, Inc.
495$26.2K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Essential Partners LLC
448$23.7K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Community Financial Services Group, LLC
442$23.5K0.0%GrowthLowNewport, VT2026-10-15
SJS Investment Consulting Inc.
426$22.5K0.0%ETFVery LowSylvania, OH2026-10-26
Signaturefd, LLC
371$19.6K0.0%IndexLowAtlanta, GA2026-10-23
Blueline Advisors LLC
362$19.1K0.0%ETFLowExeter, NH2026-10-15
Mainstream Capital Management LLC
345$18.2K0.0%GrowthLowLos Angeles, CA2026-10-23
Reap Financial Group, LLC
337$17.8K0.0%ETFLowAustin, TX2026-11-02
EPG Wealth Management LLC
326$17.2K0.0%GrowthLowAtlanta, GA2026-11-03
Hickory Point Bank & Trust
320$16.9K0.0%CoreVery LowDecatur, IL2026-10-01
Key Capital Management, Inc
303$16.0K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Compass Financial Management LLC
294$15.5K0.0%CoreN/ATampa, FL2026-10-30
United Financial Planning Group LLC
245$13.0K0.0%ETFHighHauppauge, NY2026-11-04
Beacon Financial Strategies Corp
243$12.8K0.0%ETFVery LowRaleigh, NC2026-10-14
Hurley Capital, LLC
240$12.7K0.0%GARPMediumNew York, NY2026-11-05
Costello Asset Management, Inc
230$12.2K0.0%CoreLowFeasterville, PA2026-10-30
Tounjian Advisory Partners, LLC
221$11.7K0.0%GrowthHighFort Myers, FL2026-11-04
SBI Securities Co., Ltd.
217$11.5K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Redwood Park Advisors LLC
191$10.1K0.0%ETFVery LowRedwood City, CA2026-11-02
Bradley & Co. Private Wealth Management, LLC
188$9.9K0.0%CoreVery LowMiami, FL2026-10-23
Ascentis Wealth Management, LLC
187$9.9K0.0%Agg GrowthLowDallas, TX2026-11-03
Highline Wealth Partners LLC
180$9.5K0.0%ETFMediumSherman Oaks, CA2026-10-19
Horizons Wealth Management
164$8.7K0.0%ETFLowAsheville, NC2026-10-05
First Community Trust NA
151$8.0K0.0%GrowthLowDubuque, IA2026-10-07
Heritage Family Offices, LLP
146$7.7K0.0%GrowthHighScottsdale, AZ2026-11-02
Asset Dedication, LLC
142$7.5K0.0%ETFLowSan Francisco, CA2026-11-03
Kingdom Financial Group Llc.
141$7.5K0.0%ETFMediumPeoria, AZ2026-11-04
Oakworth Capital, Inc.
138$7.3K0.0%ETFLowBirmingham, AL2026-10-26
Chilton Capital Management LLC
134$7.1K0.0%GrowthMediumHouston, TX2026-10-28
Bullock Wealth Management Group
128$6.8K0.0%GrowthLowBloomington, IN2026-10-09
Ascentis Independent Advisors
118$6.2K0.0%ETFLowDallas, TX2026-11-03
Rydar Equities, Inc.
113$6.0K0.0%CoreVery LowWeatherford, TX2026-10-13
Wolff Wiese Magana LLC
113$6.0K0.0%GrowthLowCarslbad, CA2026-10-15
Entrust Financial LLC
106$5.6K0.0%ETFLowWayne, PA2026-11-04
Loring Wolcott & Coolidge Fiduciary Advisors LLP
105$5.6K0.0%GrowthVery LowBoston, MA2026-10-23
Next Level Wealth Planning, LLC
99$5.2K0.0%ETFVery LowMeridian, ID2026-10-29
Birchbrook, Inc.
99$5.2K0.0%ETFLowBangor, ME2026-10-14
Centerpoint Advisors, LLC
91$50.0%ETFVery LowNeedham, MA2026-11-05
Frankly Finances, LLC
84$4.4K0.0%ETFVery LowWinter Park, FL2026-10-28
Navigoe, LLC
79$40.0%ETFVery LowRedondo Beach, CA2026-11-04
GK Wealth Management LLC
78$4.2K0.0%GARPVery HighReno, NV2026-10-09
Hara Capital LLC
77$4.1K0.0%Deep ValueMediumBellevue, WA2026-10-30
Financial Consulate, Inc
60$3.2K0.0%ETFLowHunt Valley, MD2026-10-23
Tradewinds Capital Management, LLC
59$3.1K0.0%ETFVery HighBellingham, WA2026-10-23
Pittenger & Anderson Inc
56$3.0K0.0%CoreLowLincoln, NE2026-11-02
KFG LLC
56$3.0K0.0%ETFN/ARapid City, SD2026-11-02
Rakuten Securities, Inc.
50$2.6K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Yankcom Partnership
44$2.3K0.0%CoreVery LowYankton, SD2026-10-15
Laurel Wealth Advisors LLC
40$2.1K0.0%CoreVery LowCharlotte, NC2026-10-27
Breakwater Investment Management
34$1.8K0.0%ETFLowSeattle, WA2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
31$1.6K0.0%GrowthMediumIndianapolis, IN2026-10-14
Cassaday & Co Wealth Management LLC
29$1.5K0.0%ETFVery LowMclean, VA2026-10-27
Central Pacific Bank - Trust Division
28$1.5K0.0%CoreMediumHonolulu, HI2026-10-06
Dhjj Financial Advisors, Ltd.
22$1.2K0.0%ETFVery LowNaperville, IL2026-10-23
Networth Advisors, LLC
19$1.0K0.0%ETFMediumCanonsburg, PA2026-11-03
Lloyd Advisory Services, Llc.
16$8460.0%ETFVery HighSuwanee, GA2026-11-02
Advocate Investing Services LLC
9$4760.0%ETFLowWoodbine, MD2026-10-26
Marshall & Sterling Wealth Advisors Inc.
8$4270.0%ETFMediumPoughkeepsie, NY2026-10-28
Allspring Global Investments Holdings, LLC
5$2700.0%CoreMediumCharlotte, NC2026-11-04
Signature Resources Capital Management, LLC
3$1590.0%ETFLowNewport Beach, CA2026-10-16
Spirit of America Management Corp
2$1070.0%GARPLowSyosset, NY2026-10-14
UMB Private Wealth Management, LLC
1$530.0%GrowthN/AKansas City, MO2026-10-19
Halbert Hargrove Global Advisors, LLC
1$530.0%ETFLowLong Beach, CA2026-10-16
Realta Investment Advisors
0$150.0%GrowthMediumWilmington, DE2026-10-14