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Schwab US Broad Market ETF (SCHB)

CUSIP: 808524102 | NYSE | 2481 institutional holders

Quarters

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

Rebalance, LLC15,288,013
23.1% of portfolio›$448.1M
Strid Group, LLC8,570,424
27.4% of portfolio›$251.2M
Evensky & Katz LLC7,811,427
0.0% of portfolio›$229.0K
Hengehold Capital Management LLC7,605,959
17.0% of portfolio›$222.9M
Hanson & Doremus Investment Management7,130,203
0.1% of portfolio›$209.0K
HB Wealth Management, LLC6,514,248
1.0% of portfolio›$190.9M
Evergreen Advisors, LLC6,240,311
39.3% of portfolio›$182.9M
HT Partners LLC6,053,912
48.7% of portfolio›$177.4M
Forvis Mazars Wealth Advisors, LLC5,982,754
2.9% of portfolio›$175.4M
TruNorth Capital Management, LLC5,602,501
25.6% of portfolio›$164.2M
AlphaCore Capital LLC4,997,290
2.3% of portfolio›$146.5M
Morton Brown Family Wealth, LLC4,352,012
28.4% of portfolio›$127.6M
Accredited Investors Inc.4,299,293
5.4% of portfolio›$126.0M
Compass Financial Group, Inc3,433,306
10.9% of portfolio›$100.6M
Manchester Financial Inc3,375,455
17.5% of portfolio›$98.9M
Creative Planning3,339,755
0.1% of portfolio›$97.9M
Asset Advisors Investment Management, LLC2,746,202
7.0% of portfolio›$80.5M
Legacy Financial Strategies, LLC2,719,916
13.0% of portfolio›$79.7M
Wealth Enhancement Advisory Services, LLC2,673,929
0.1% of portfolio›$77.1M
Myecfo, LLC2,557,813
28.2% of portfolio›$75.0M
Winthrop Advisory Group LLC2,537,451
4.6% of portfolio›$74.4M
Cliftonlarsonallen Wealth Advisors, LLC2,473,871
0.9% of portfolio›$72.5M
Sunburst Financial Group, LLC2,297,939
10.7% of portfolio›$67.4M
WBH Advisory Inc2,012,994
4.0% of portfolio›$59.0M
Summit Financial Strategies, Inc.1,814,136
3.7% of portfolio›$53.2M
Capital Management Associates, Inc1,771,568
10.4% of portfolio›$51.9M
Cambridge Investment Research Advisors, Inc.1,765,990
0.0% of portfolio›$51.8K
Tanglewood Wealth Management, Inc.1,661,152
4.0% of portfolio›$48.7M
Cape Investment Advisory, Inc.1,627,056
12.3% of portfolio›$47.7M
Appalachian Capital Management Ltd1,575,194
33.1% of portfolio›$46.2M
Truist Financial Corp1,570,516
0.1% of portfolio›$46.0M
Boyum Wealth Architects LLC1,524,591
18.3% of portfolio›$45.1M
Legacy Private Trust Co.1,249,599
2.0% of portfolio›$36.6M
John Boyer, Inc.1,221,482
28.3% of portfolio›$35.8M
Juncture Wealth Strategies, LLC1,208,643
9.1% of portfolio›$35.4M
Facet Wealth, Inc.1,205,214
0.4% of portfolio›$35.3M
SYM Financial Corp1,188,112
2.7% of portfolio›$34.8M
Chicago Partners Investment Group LLC1,182,251
0.6% of portfolio›$34.5M
Pegasus Asset Management, Inc.1,172,159
9.8% of portfolio›$34.4M
WT Wealth Management1,133,417
9.3% of portfolio›$33.2M
GSG Advisors LLC1,131,844
7.0% of portfolio›$33.2M
Dodds Wealth, LLC1,079,492
7.1% of portfolio›$31.6M
Gemmer Asset Management LLC1,078,260
2.1% of portfolio›$31.6M
Robinson Smith Wealth Advisors LLC1,078,213
19.3% of portfolio›$31.6M
Retirement Planning Group, LLC1,061,256
0.8% of portfolio›$31.1M
Genesee Capital Advisors, LLC1,031,515
9.5% of portfolio›$30.2M
Walker Financial Services, Inc.1,010,661
8.7% of portfolio›$29.6M
Patriot Investment Management Group, Inc.997,341
1.7% of portfolio›$29.2M
Strategic Advisors LLC986,794
6.1% of portfolio›$28.9M
Downshift Financial, LLC984,152
12.4% of portfolio›$28.8M
Wynn Capital, LLC981,059
12.7% of portfolio›$28.8M
Stonekeep Investments, LLC957,438
16.3% of portfolio›$28.1M
Valley National Advisers Inc928,932
3.0% of portfolio›$27.2M
Schaeffer Financial LLC905,716
20.3% of portfolio›$26.5M
Great Lakes Retirement, Inc.887,395
2.3% of portfolio›$26.0M
Assetmark, Inc883,417
0.0% of portfolio›$25.9M
Davis Capital Management877,543
15.4% of portfolio›$25.7M
Lido Advisors, LLC846,604
0.1% of portfolio›$24.8M
Avior Wealth Management, LLC837,399
0.6% of portfolio›$24.5M
Carlton Hofferkamp & Jenks Wealth Management, LLC836,076
7.7% of portfolio›$24.7M
Davidson Kahn Capital Management, LLC808,109
9.4% of portfolio›$23.7M
Breakwater Investment Management797,579
7.7% of portfolio›$23.4M
Global Wealth Management, LLC757,358
12.1% of portfolio›$22.2M
Socha Financial Group, LLC740,183
9.1% of portfolio›$21.7M
Liberty Capital Management, Inc.708,748
3.5% of portfolio›$20.8M
Commonwealth Equity Services, LLC705,344
0.0% of portfolio›$20.7M
Focus Financial Network, Inc.700,692
0.6% of portfolio›$20.5M
IFP Advisors, Inc689,089
0.3% of portfolio›$20.2M
James J. Burns & Company, LLC685,972
2.1% of portfolio›$20.1M
Kestra Advisory Services, LLC645,431
0.1% of portfolio›$18.9M
Bond & Devick Financial Network, Inc.620,679
4.4% of portfolio›$18.2M
Christensen, King & Associates Investment Services, Inc.609,119
6.5% of portfolio›$17.9M
Valicenti Advisory Services Inc601,462
0.0% of portfolio›$17.6K
Brooklyn FI, LLC589,701
2.7% of portfolio›$17.4M
Blue Bell Private Wealth Management, LLC576,011
2.0% of portfolio›$16.9M
Ashford Advisors, LLC557,350
3.4% of portfolio›$16.3M
Intelligence Driven Advisers, LLC553,376
2.8% of portfolio›$16.2M
TPG Advisors LLC545,580
8.5% of portfolio›$16.0M
Wedmont Private Capital540,053
0.4% of portfolio›$16.1M
Lodestar Private Asset Management LLC533,905
1.4% of portfolio›$15.6M
SigFig Wealth Management, LLC521,799
0.4% of portfolio›$15.3M
Peak Financial Management, Inc.515,518
3.4% of portfolio›$15.1M
True North Advisors, LLC504,827
1.1% of portfolio›$14.8M
Spinnaker Investment Group, LLC504,020
2.3% of portfolio›$14.8M
Weinberger Asset Management, Inc496,936
4.6% of portfolio›$14.6M
Wrenne Financial Planning LLC488,707
4.7% of portfolio›$14.3M
Motive Wealth Advisors473,585
5.6% of portfolio›$13.9M
Meridian Wealth Management, LLC470,460
0.4% of portfolio›$13.8M
D.B. Root & Company, LLC463,402
2.9% of portfolio›$13.6M
Waldron Private Wealth LLC450,000
0.5% of portfolio›$13.2M
Farther Finance Advisors, LLC422,278
0.1% of portfolio›$12.4M
Beacon Wealthcare LLC416,101
3.9% of portfolio›$12.2M
Five Oceans Advisors408,076
4.6% of portfolio›$12.0M
Towercrest Capital Management401,136
1.7% of portfolio›$11.8M
Alliance Wealth Management Group401,136
2.4% of portfolio›$11.8M
Everhart Financial Group, Inc.398,459
0.7% of portfolio›$11.7M
SRH Advisors, LLC388,773
2.9% of portfolio›$11.4M
Prime Capital Investment Advisors, LLC377,549
0.1% of portfolio›$11.1M
Brookstone Capital Management364,353
0.1% of portfolio›$10.7M
Joseph P. Lucia & Associates, LLC363,957
3.1% of portfolio›$10.7M
Prosperitas Financial LLC356,431
3.1% of portfolio›$10.4M
Phillip James Consulting Co.348,747
6.9% of portfolio›$10.2M
Mitchell Sinkler & Starr322,788
3.8% of portfolio›$9.5M
Valley Forge Investment Consultants Inc ADV317,086
2.3% of portfolio›$9.3M
Creekside Partners312,797
3.4% of portfolio›$9.2M
NBZ Investment Advisors LLC303,641
3.4% of portfolio›$8.9M
Brighton Jones LLC301,436
0.2% of portfolio›$8.8M
Venture Visionary Partners LLC293,683
0.2% of portfolio›$8.6M
Fagan Associates, Inc.289,383
1.0% of portfolio›$8.5M
Curbstone Financial Management Corp288,642
1.5% of portfolio›$8.5M
Equita Financial Network, Inc.287,609
2.4% of portfolio›$8.4M
Islay Capital Management, LLC285,461
3.9% of portfolio›$8.4M
CFG Wealth Management Services, Inc.285,109
7.7% of portfolio›$8.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management283,283
0.1% of portfolio›$8.3M
Asset Allocation & Management Company, LLC283,189
0.1% of portfolio›$8.3K
JFS Wealth Advisors, LLC283,122
0.4% of portfolio›$8.3M
Sheets Smith Wealth Management282,838
0.9% of portfolio›$8.3M
James Investment Research, Inc.282,531
0.9% of portfolio›$8.3M
Sharkey, Howes & Javer278,271
1.0% of portfolio›$8.2M
Carnegie Investment Counsel277,792
0.2% of portfolio›$8.1M
Pinkerton Wealth, LLC274,422
1.3% of portfolio›$8.0M
RCW Management, LLC273,028
7.2% of portfolio›$8.0M
SAX Wealth Advisors, LLC268,077
0.2% of portfolio›$7.9M
RHS Financial, LLC264,123
2.6% of portfolio›$7.7M
Parallel Advisors, LLC260,666
0.1% of portfolio›$7.6M
Clark Asset Management, LLC258,235
0.6% of portfolio›$7.6M
True Freedom Investing, LLC254,778
1.2% of portfolio›$7.5M
Strategic Family Wealth Counselors, L.L.C.240,411
1.6% of portfolio›$7.0M
Firestone Capital Management234,102
1.3% of portfolio›$6.9M
Arcadia Investment Advisors LLC233,343
2.8% of portfolio›$6.8M
KCM Investment Advisors LLC232,586
0.2% of portfolio›$6.8M
Asset Advisory Group, Inc.230,913
2.9% of portfolio›$6.8M
Hartmann Taylor Wealth Management, LLC222,679
3.7% of portfolio›$6.5M
Axxcess Wealth Management, LLC221,329
0.3% of portfolio›$6.5M
Diversified Portfolios, Inc.220,996
0.4% of portfolio›$6.5M
SeaCrest Wealth Management, LLC213,658
0.7% of portfolio›$6.3M
MBA Advisors LLC211,059
2.0% of portfolio›$6.2M
Embree Financial Group210,289
0.6% of portfolio›$6.2M
Successful Portfolios LLC209,368
2.9% of portfolio›$6.2M
Altfest L J & Co Inc205,713
0.6% of portfolio›$6.0M
Vise Technologies, Inc.205,021
0.1% of portfolio›$6.0M
Unify Financial Advisors196,322
5.3% of portfolio›$5.8M
NYL Investors LLC194,735
2.3% of portfolio›$5.7M
Choreo, LLC194,137
0.1% of portfolio›$5.7M
Salem Investment Counselors Inc192,438
0.1% of portfolio›$5.6M
Seed Wealth Management, Inc.191,423
3.5% of portfolio›$5.6M
Granite Investment Partners, LLC189,095
0.3% of portfolio›$5.5M
Blueprint Investment Partners LLC187,684
0.4% of portfolio›$5.5M
Financial Solutions Advisory Group, Inc.186,969
0.7% of portfolio›$5.5M
Compass Ion Advisors, LLC186,396
0.5% of portfolio›$5.5M
Blueprint Financial Advisors LLC179,096
0.6% of portfolio›$5.2M
Crestwood Advisors Group, LLC178,663
0.1% of portfolio›$5.2M
Clear Point Advisors Inc.178,480
3.6% of portfolio›$5.2M
Whitener Capital Management, Inc.171,228
1.0% of portfolio›$5.0M
Farnam Financial LLC170,649
3.7% of portfolio›$5.0M
Whitegate Investment Counselors, Inc.169,917
1.5% of portfolio›$5.0M
Robertson Stephens Wealth Management, LLC169,547
0.1% of portfolio›$5.0M
Alpha Omega Wealth Management LLC169,439
0.7% of portfolio›$5.0M
Pullen Investment Management, LLC168,866
2.4% of portfolio›$4.9M
Cambridge Financial Group, LLC166,962
1.5% of portfolio›$4.8M
CRA Financial Services, LLC164,062
0.5% of portfolio›$4.8M
Signaturefd, LLC158,356
0.1% of portfolio›$4.6M
Wealthcare Advisory Partners LLC158,055
0.1% of portfolio›$4.6M
Ares Financial Consulting, LLC155,954
0.1% of portfolio›$172.5K
Asset Dedication, LLC154,192
0.3% of portfolio›$4.5M
Avalon Advisory Group153,846
1.7% of portfolio›$4.5M
Highland Capital Management, LLC153,025
0.2% of portfolio›$4.5M
Amicus Financial Advisors, LLC151,581
1.1% of portfolio›$4.4M
OpenArc Corporate Advisory, LLC151,536
0.1% of portfolio›$4.4M
Opus Capital Group, LLC150,875
0.0% of portfolio›$4.4K
Thrive Wealth Management, LLC150,426
0.5% of portfolio›$4.4M
Chapman Financial Group, LLC146,792
2.8% of portfolio›$4.3M
Rosenberg Matthew Hamilton145,091
0.8% of portfolio›$4.3M
Mission Wealth Management, LP142,005
0.1% of portfolio›$4.2M
Carret Asset Management, LLC141,601
0.4% of portfolio›$4.2M
Sigma Investment Counselors Inc141,287
0.2% of portfolio›$4.1M
Financial Designs Corp139,518
2.1% of portfolio›$4.1M
Cambridge Advisors Inc.136,202
0.7% of portfolio›$4.0M
Koshinski Asset Management, Inc.135,686
0.2% of portfolio›$4.0M
L. Roy Papp & Associates, LLP135,511
0.4% of portfolio›$4.0M
Independent Solutions Wealth Management, LLC133,720
0.5% of portfolio›$3.9M
Dorato Capital Management133,598
2.7% of portfolio›$4.0M
Planned Solutions, Inc.132,474
1.1% of portfolio›$3.9M
Selby Wealth Management, LLC130,852
1.3% of portfolio›$3.8M
Long Island Wealth Management, Inc.130,416
1.5% of portfolio›$3.8M
Krilogy Financial LLC129,812
0.1% of portfolio›$3.9M
Cross Staff Investments Inc129,150
2.3% of portfolio›$3.8M
Pacific Park Financial, Inc.126,175
2.2% of portfolio›$3.7M
Chesley Taft & Associates LLC126,043
0.1% of portfolio›$3.7M
Archer Investment Management, LLC125,925
1.2% of portfolio›$3.7M
Basso Capital Management, L.P.125,787
0.8% of portfolio›$3.7M
Triangle Securities Wealth Management123,023
0.7% of portfolio›$3.6M
BCS Wealth Management122,349
0.6% of portfolio›$3.6M
Leading Edge Financial Planning LLC122,010
0.7% of portfolio›$3.6M
S.E.E.D. Planning Group LLC120,750
0.9% of portfolio›$3.5M
BIP Wealth, LLC119,679
0.1% of portfolio›$3.5M
3 Factor Indexing, LLC119,039
2.9% of portfolio›$3.5M
Elevation Wealth Partners, LLC118,619
1.0% of portfolio›$3.5M
Mayfair Advisory Group, LLC118,461
1.0% of portfolio›$3.5M
Cypress Point Wealth Management, LLC118,237
0.4% of portfolio›$3.5M
Roger Wittlin Investment Advisory, LLC118,129
2.7% of portfolio›$3.5M
RTD Financial Advisors, Inc.116,111
0.4% of portfolio›$3.4M
Ridgewood Investments LLC116,090
1.3% of portfolio›$3.4M
ARK & TLK Investments, LLC115,756
0.8% of portfolio›$3.4M
Financial Futures Ltd Liability Co.115,432
1.3% of portfolio›$3.4M
Foster Group, Inc.114,093
0.1% of portfolio›$3.3M
Gleason Group, Inc.113,843
0.3% of portfolio›$3.3M
Advus Financial Partners, LLC113,191
0.9% of portfolio›$3.3M
Segment Wealth Management, LLC111,446
0.2% of portfolio›$3.3M
YHB Investment Advisors, Inc.111,446
0.2% of portfolio›$3.3M
Kingswood Wealth Advisors, LLC110,620
0.1% of portfolio›$3.2M
Lincoln Capital Corp110,578
1.1% of portfolio›$3.2M
Financial Consulate, Inc109,971
0.4% of portfolio›$3.2M
Cherry Tree Wealth Management, LLC109,813
0.6% of portfolio›$3.2M
Angeles Wealth Management, LLC108,817
0.1% of portfolio›$3.2M
Skyline Advisors, Inc.108,714
1.0% of portfolio›$3.2M
Prospera Financial Services Inc107,767
0.0% of portfolio›$3.1M
RVW Wealth, LLC107,656
0.2% of portfolio›$3.2M
MCF Advisors LLC106,527
0.1% of portfolio›$3.1M
Simplicity Wealth,LLC106,020
0.1% of portfolio›$3.1M
Sjbenen Advisory, LLC105,153
1.9% of portfolio›$3.1M
Cathy Pareto & Associates, Inc105,001
1.8% of portfolio›$3.1M
Farrow Financial, Inc.103,858
1.6% of portfolio›$3.0M
Midwest Capital Advisors, LLC103,702
1.1% of portfolio›$3.0M
Optima Capital LLC103,506
1.2% of portfolio›$3.0M
Wilkins Miller Wealth Management, LLC103,345
1.7% of portfolio›$3.0M
Elser Financial Planning, Inc102,953
0.1% of portfolio›$3.0M
Intrua Financial, LLC101,879
0.3% of portfolio›$3.0M
Dhjj Financial Advisors, Ltd.101,848
0.9% of portfolio›$3.0M
Values Added Financial LLC101,261
1.1% of portfolio›$3.0M
Boltwood Capital Management101,082
0.7% of portfolio›$3.0M
Noble Family Wealth, LLC99,749
0.5% of portfolio›$2.9M
Mather Group, Llc.99,029
0.0% of portfolio›$2.9M
Wealth Group Ltd98,383
0.5% of portfolio›$2.9M
Indivisible Partners98,075
0.1% of portfolio›$2.9M
Ironwood Wealth Management, Llc.97,985
0.6% of portfolio›$2.9M
West Paces Advisors Inc.97,712
0.5% of portfolio›$2.9M
Abundance Wealth Counselors97,693
0.4% of portfolio›$2.9M
Mason & Associates, LLC96,987
0.6% of portfolio›$2.8M
Larson Financial Group LLC93,741
0.1% of portfolio›$2.7M
ZWJ Investment Counsel Inc93,595
0.1% of portfolio›$2.7M
CX Institutional92,135
0.1% of portfolio›$2.7K
Penney Financial, LLC90,268
0.8% of portfolio›$2.6M
SpringVest Wealth Management LLC89,535
1.6% of portfolio›$2.6M
Pinnacle Associates LTD89,246
0.0% of portfolio›$2.6M
Weaver Capital Management LLC88,099
0.5% of portfolio›$2.6M
AMI Investment Management Inc87,313
0.5% of portfolio›$2.6M
Essex LLC87,143
0.4% of portfolio›$2.6M
Perigon Wealth Management, LLC87,130
0.0% of portfolio›$2.6M
Great Waters Wealth Management85,827
0.2% of portfolio›$2.5M
Luminvest Wealth Management LLC85,137
0.7% of portfolio›$2.5M
Selective Wealth Management, Inc.84,142
0.6% of portfolio›$2.5M
Modera Wealth Management, LLC83,771
0.0% of portfolio›$2.5M
D'Orazio & Associates, Inc.83,746
0.3% of portfolio›$2.5M
First National Bank of Mount Dora, Trust Investment Services83,063
0.5% of portfolio›$2.4M
SteelPeak Wealth, LLC82,851
0.1% of portfolio›$2.4M
PDS Planning, Inc82,360
0.1% of portfolio›$2.4M
Spectrum Asset Management, Inc. (NB )82,157
0.7% of portfolio›$2.4M
Keybank National Association81,865
0.0% of portfolio›$2.4M
Kestra Private Wealth Services, LLC81,684
0.0% of portfolio›$2.4M
Nicholas Hoffman & Company, Llc.81,625
0.1% of portfolio›$2.4M
Traphagen Investment Advisors LLC80,962
0.2% of portfolio›$2.4M
NorthCrest Asset Manangement, LLC80,562
0.1% of portfolio›$2.4M
Van Cleef Asset Management,Inc79,668
0.2% of portfolio›$2.3M
Clear Retirement Advice LLC79,147
1.6% of portfolio›$2.3M
Barden Capital Management, Inc.77,947
2.1% of portfolio›$2.3M
Financial Management Professionals, Inc.76,775
0.2% of portfolio›$2.3M
Souders Financial Advisors76,382
0.2% of portfolio›$2.2M
Sawgrass Asset Management LLC76,265
0.3% of portfolio›$2.2M
Exchange Bank75,250
1.4% of portfolio›$2.2M
Encompass More Asset Management74,515
0.3% of portfolio›$2.2M
Quadrant Capital Group LLC74,386
0.1% of portfolio›$2.2M
Diversify Wealth Management, LLC73,885
0.0% of portfolio›$2.2M
Diversify Advisory Services, LLC73,885
0.0% of portfolio›$2.2M
Csenge Advisory Group73,884
0.1% of portfolio›$2.2M
Sunpointe, LLC73,589
0.7% of portfolio›$2.2M
Concurrent Investment Advisors, LLC73,569
0.0% of portfolio›$2.2M
Regent Peak Wealth Advisors LLC72,263
0.4% of portfolio›$2.1M
Aspiriant, LLC71,710
0.1% of portfolio›$2.1M
Bigelow Investment Advisors, LLC70,021
0.7% of portfolio›$2.1M
Newman Dignan & Sheerar, Inc.69,984
0.4% of portfolio›$2.1M
Gradient Capital Advisors, LLC68,536
0.5% of portfolio›$2.0M
CMH Wealth Management LLC68,270
0.3% of portfolio›$2.0M
waypoint wealth counsel67,069
1.1% of portfolio›$2.0M
FSM Wealth Advisors, LLC66,937
0.2% of portfolio›$2.0M
S.A. Mason LLC66,870
0.6% of portfolio›$2.0M
Eley Financial Management, Inc66,723
0.6% of portfolio›$2.0M
Keeler & Nadler Financial Planning & Wealth Management66,664
0.5% of portfolio›$2.0M
Value Investment Professionals, LLC66,315
1.7% of portfolio›$1.9M
North Forty Two & Co.66,101
1.6% of portfolio›$1.9M
HUB Investment Partners, LLC65,202
0.0% of portfolio›$1.9M
Blossom Wealth Management64,539
2.5% of portfolio›$1.9M
Missouri Trust & Investment Co64,457
0.5% of portfolio›$1.9M
Citizens Financial Group Inc64,308
0.0% of portfolio›$1.9M
CGN Advisors LLC64,224
0.1% of portfolio›$1.9M
Abacus Planning Group, Inc.64,103
0.2% of portfolio›$1.9M
Ethic Inc.63,380
0.0% of portfolio›$1.9M
Lionshead Wealth Management, LLC63,254
1.3% of portfolio›$1.9M
RKL Wealth Management LLC63,231
0.1% of portfolio›$1.9M
Northern Lights Advisors, Inc.62,229
1.0% of portfolio›$1.8M
MGO One Seven LLC61,973
0.0% of portfolio›$1.8M
Redhawk Wealth Advisors, Inc.61,953
0.2% of portfolio›$1.8M
Lake Street Private Wealth, LLC61,200
0.2% of portfolio›$1.8M
Trust Co of Vermont61,174
0.1% of portfolio›$1.8M
Summit Place Financial Advisors, LLC59,029
0.8% of portfolio›$1.7M
LexAurum Advisors, LLC58,853
0.2% of portfolio›$1.7M
D.A. Davidson & Co.57,633
0.0% of portfolio›$1.7M
Redw Wealth LLC57,513
0.6% of portfolio›$1.7M
Wealth Architects, LLC57,356
0.1% of portfolio›$1.7M
Riverchase Wealth Management, LLC57,249
0.8% of portfolio›$1.7M
Fonville Wealth Management LLC57,211
0.3% of portfolio›$1.7M
Main Street Group, LTD56,341
0.4% of portfolio›$1.7M
Signature Resources Capital Management, LLC56,004
0.7% of portfolio›$1.6M
Acorn Wealth Advisors, LLC55,578
0.4% of portfolio›$1.6M
Private Trust Co NA55,091
0.1% of portfolio›$1.6M
Ullmann Wealth Partners Group, LLC55,028
0.1% of portfolio›$1.6M
Provident Living Financial Services, Inc.54,974
1.6% of portfolio›$1.6M
Roffman Miller Associates Inc54,791
0.1% of portfolio›$1.6M
Grant Street Asset Management, Inc.54,406
0.3% of portfolio›$1.6M
Park Avenue Securities LLC54,012
0.0% of portfolio›$1.6K
Prevail Innovative Wealth Advisors, LLC53,817
0.2% of portfolio›$1.6M
Greenspring Advisors, LLC53,332
0.1% of portfolio›$1.6M
Bailard, Inc.53,264
0.0% of portfolio›$1.6M
Morling Financial Advisors, LLC53,106
0.4% of portfolio›$1.6M
Freedom Financial Partners LLC52,931
0.5% of portfolio›$1.6M
Firethorn Wealth Partners, LLC52,198
0.5% of portfolio›$1.5M
Hurley Capital, LLC51,792
0.7% of portfolio›$1.5M
Elwood & Goetz Wealth Advisory Group, LLC51,234
0.2% of portfolio›$1.5M
RMG Wealth Management LLC50,976
0.2% of portfolio›$1.5M
Tandem Investment Partners LLC50,775
1.1% of portfolio›$1.5M
Midwest Financial Group LLC49,312
0.5% of portfolio›$1.4M
AdvisorNet Financial, Inc49,226
0.1% of portfolio›$1.5M
W.H. Cornerstone Investments Inc.49,027
0.8% of portfolio›$1.4M
Attessa Capital LLC48,135
0.6% of portfolio›$1.4M
Klaas Financial Asset Advisors, LLC48,128
0.2% of portfolio›$1.4M
Foresight Capital Management Advisors, Inc.47,974
0.7% of portfolio›$1.4M
Cornerstone Planning, LLC47,712
0.3% of portfolio›$1.4M
Physician Wealth Solutions Inc.46,639
0.5% of portfolio›$1.4M
Penobscot Investment Management Company, Inc.46,220
0.1% of portfolio›$1.4M
Integrated Advisors Network LLC45,745
0.1% of portfolio›$1.3M
Apella Capital, LLC45,299
0.0% of portfolio›$1.4M
Colorado Capital Management, Inc.43,798
0.0% of portfolio›$1.3K
Axos Invest Inc.43,750
1.0% of portfolio›$1.3M
Smith Salley Wealth Management43,532
0.1% of portfolio›$1.3M
Smith & Howard Wealth Management, LLC43,406
0.2% of portfolio›$1.3M
Grimes & Co Wealth Management, LLC43,299
0.0% of portfolio›$1.3M
Prairie Advisory, LLC42,804
0.1% of portfolio›$1.3M
Ballast Rock Private Wealth LLC42,442
0.6% of portfolio›$1.2M
Citigroup Inc42,133
0.0% of portfolio›$1.2M
Whitaker-Myers Wealth Managers, Ltd.41,914
0.2% of portfolio›$1.2M
Eagle Harbor Asset Management Inc41,884
0.9% of portfolio›$1.2M
EverSource Wealth Advisors, LLC41,589
0.0% of portfolio›$1.2M
Altus Wealth Group LLC41,266
0.5% of portfolio›$1.2M
Mengis Capital Management, Inc.41,144
0.2% of portfolio›$1.2M
Evanson Financial, LLC40,834
0.1% of portfolio›$1.2M
Greenleaf Trust40,725
0.0% of portfolio›$1.2M
Capital Advisors, Ltd. LLC40,568
0.0% of portfolio›$1.2K
L.K. Benson & Company, P.C.40,257
0.4% of portfolio›$1.2M
Quantify Chaos Advisors, LLC40,241
2.7% of portfolio›$1.2M
Barrett & Company, Inc.39,725
0.3% of portfolio›$1.2M
Waycross Investment Management Co39,719
0.9% of portfolio›$1.2M
Evermay Wealth Management LLC39,552
0.1% of portfolio›$1.2M
Avantax Planning Partners, Inc.39,518
0.0% of portfolio›$1.2M
One Day In July LLC39,036
0.1% of portfolio›$1.1M
Tompkins Financial Corp38,998
0.1% of portfolio›$1.1M
Twelve Points Wealth Management LLC38,675
0.2% of portfolio›$1.1M
Soltis Investment Advisors LLC38,506
0.1% of portfolio›$1.1M
Gerber Kawasaki Wealth & Investment Management38,237
0.0% of portfolio›$1.1M
Apollon Financial, LLC38,096
0.1% of portfolio›$1.1M
Magnus Financial Group LLC38,020
0.1% of portfolio›$1.1M
High Probability Advisors, LLC37,555
0.1% of portfolio›$1.1M
Ironwood Financial, llc37,457
0.2% of portfolio›$1.1M
Madrid Wealth Management, LLC37,343
0.7% of portfolio›$1.1M
Pinnacle Wealth Management Advisory Group, LLC37,309
0.1% of portfolio›$1.1M
Carolina Wealth Management Inc37,124
0.5% of portfolio›$1.1M
Abound Wealth Management37,013
0.2% of portfolio›$1.1M
Cap Partners, LLC36,971
0.5% of portfolio›$1.1M
Burkett Financial Services, LLC36,744
0.3% of portfolio›$1.1M
Diligent Investors, LLC36,386
0.2% of portfolio›$1.1M
BLB&B Advisors, LLC36,066
0.0% of portfolio›$1.1M
Envision Financial LLC35,955
0.5% of portfolio›$1.2M
Lynx Investment Advisory35,692
0.3% of portfolio›$1.0M
PFG Advisors35,644
0.1% of portfolio›$1.0M
McCarthy Asset Management, Inc.35,157
0.5% of portfolio›$1.0M
Burton Enright Welch35,087
0.1% of portfolio›$1.0M
Guardian Wealth Management, Inc.34,496
0.5% of portfolio›$1.0M
Country Trust Bank34,485
0.0% of portfolio›$1.0M
Adkins Seale Capital Management LLC34,200
0.8% of portfolio›$1.0M
Gilpin Wealth Management, LLC34,174
0.7% of portfolio›$1.0M
Legacy Wealth Management, LLC33,797
0.1% of portfolio›$990.6K
HBW Advisory Services LLC33,768
0.1% of portfolio›$989.7K
FF Advisors,LLC33,683
0.4% of portfolio›$987.2K
DecisionPoint Financial, LLC33,423
0.2% of portfolio›$982.3K
Beacon Capital Management, LLC33,211
0.1% of portfolio›$973.4K
Chilton Capital Management LLC33,073
0.0% of portfolio›$969.4K
DecisionMap Wealth Management, LLC33,053
0.5% of portfolio›$968.8K
Lawood & Co32,510
0.7% of portfolio›$952.9K
Consilium Wealth Advisory, LLC32,405
0.3% of portfolio›$949.8K
Builder Investment Group Inc32,371
0.2% of portfolio›$948.8K
Hudock, Inc.32,219
0.1% of portfolio›$944.4K
Apex Wealth Management, LLC31,677
0.5% of portfolio›$928.5K
Womack Financial LLC31,624
0.6% of portfolio›$926.9K
Foster Victor Wealth Advisors, LLC31,436
0.0% of portfolio›$924.2K
Veracity Capital LLC31,020
0.2% of portfolio›$909.2K
Wealthcare Capital Management LLC30,952
0.1% of portfolio›$907.2K
Root Financial Partners, LLC30,790
0.0% of portfolio›$902.5K
Nova Financial LLC30,586
0.4% of portfolio›$896.5K
Signature Estate & Investment Advisors LLC30,292
0.0% of portfolio›$887.8K
Capital Planning LLC30,216
0.2% of portfolio›$885.6K
Costello Asset Management, Inc29,903
0.3% of portfolio›$876.5K
Forum Financial Management, LP29,876
0.0% of portfolio›$875.7K
North Star Investment Management Corp.29,352
0.0% of portfolio›$860.3K
First Fiduciary Investment Counsel, Inc.28,818
0.0% of portfolio›$845
BNC Wealth Management, LLC28,571
0.2% of portfolio›$837.4K
Avidian Wealth Enterprises, LLC28,306
0.0% of portfolio›$829.6K
First Citizens Bank & Trust Co28,168
0.0% of portfolio›$825.6K
First Heartland Consultants, Inc.28,066
0.1% of portfolio›$822.6K
Fulcrum Equity Management27,984
0.7% of portfolio›$820.2K
Tannin Capital LLC27,896
0.6% of portfolio›$817.6K
Grandview Asset Management LLC27,782
0.2% of portfolio›$814.3K
Foundation Wealth Management, Llc\pa27,594
0.3% of portfolio›$808.8K
Cahaba Wealth Management, Inc.27,496
0.0% of portfolio›$805.9K
KRM Wealth Management L.L.C.27,288
0.3% of portfolio›$799.8K
Total Clarity Wealth Management, Inc.27,151
0.2% of portfolio›$795.8K
Twele Capital Management, Inc.26,916
0.1% of portfolio›$788.9K
Townsend Asset Management Corp26,862
0.2% of portfolio›$787.3K
Baker Tilly Wealth Management, LLC26,594
0.2% of portfolio›$779.5K
Patton Albertson Miller Group, LLC26,563
0.1% of portfolio›$778.6K
ADE, LLC26,513
0.3% of portfolio›$777.1K
True Blue Financial, LLC26,481
0.3% of portfolio›$776.2K
Milestones Private Investment Advisors LLC26,286
0.6% of portfolio›$770.4K
Perennial Advisors, LLC26,270
0.1% of portfolio›$770.0K
R. W. Roge & Company, Inc.25,969
0.0% of portfolio›$761
Advisor OS, LLC25,819
0.0% of portfolio›$756.8K
McAdam, LLC25,359
0.0% of portfolio›$743.3K
Elevation Point Wealth Partners, LLC25,253
0.0% of portfolio›$740.4K
Shepherd Street Advisors LLC25,142
0.6% of portfolio›$752.0K
Scott & Selber, Inc.25,123
0.2% of portfolio›$736.3K
Pinnacle Bancorp, Inc.25,092
0.2% of portfolio›$735.4K
Shakespeare Wealth Management, LLC25,089
0.1% of portfolio›$735.4K
Worth Asset Management, LLC25,075
0.2% of portfolio›$734.9K
Hamilton Point Investment Advisors, LLC25,067
0.1% of portfolio›$734.7K
Apollon Wealth Management, LLC25,053
0.0% of portfolio›$734.3K
Walkner Condon Financial Advisors LLC25,022
0.1% of portfolio›$733.4K
Pacific Capital Wealth Advisors, Inc.24,835
0.1% of portfolio›$727.9K
Olio Financial Planning24,779
0.2% of portfolio›$726.3K
Daymark Wealth Partners, LLC24,585
0.0% of portfolio›$720.6K
Lederer & Associates Investment Counsel24,470
0.0% of portfolio›$717
Iron Financial LLC23,426
0.3% of portfolio›$686.6K
Tritonpoint Wealth, LLC23,412
0.1% of portfolio›$686.2K
Integral Investment Advisors, Inc.23,250
0.1% of portfolio›$681.5K
Lanark Financial, Inc.23,240
0.0% of portfolio›$681.2K
Abacus Wealth Partners, LLC23,198
0.1% of portfolio›$679.9K
Curated Wealth Partners LLC22,996
0.1% of portfolio›$674.0K
Summit Asset Management, LLC22,983
0.1% of portfolio›$673.6K
Perryman Financial Advisory Inc22,842
0.1% of portfolio›$669.5K
Integris Wealth Management, LLC22,591
0.1% of portfolio›$662.1K
Blue Trust, Inc.22,555
0.0% of portfolio›$661.1K
Black Diamond Financial, LLC22,457
0.1% of portfolio›$658.2K
Shuttleworth & Co22,434
0.5% of portfolio›$657.5K
Landaas & Co22,280
0.1% of portfolio›$653.0K
Creative Capital Management Investments LLC22,178
0.1% of portfolio›$650.0K
Total Investment Management Inc22,150
0.1% of portfolio›$649.2K
Aletheian Wealth Advisors LLC22,072
0.3% of portfolio›$646.9K
Everett Harris & Co22,025
0.0% of portfolio›$645.6K
Signal Advisors Wealth, LLC21,939
0.0% of portfolio›$643.0K
Annex Advisory Services, LLC21,916
0.0% of portfolio›$642.3K
Stone Summit Wealth LLC21,830
0.2% of portfolio›$639.8K
Bennett Selby Investments LP21,779
0.2% of portfolio›$638.4K
Vanguard Capital Wealth Advisors21,674
0.4% of portfolio›$635.3K
Cullen T Bankers, Inc.21,450
0.0% of portfolio›$628.7K
Aquire Wealth Advisors, LLC21,310
0.1% of portfolio›$624.6K
Traynor Capital Management, Inc.21,211
0.0% of portfolio›$621.7K
Shira Ridge Wealth Management21,114
0.2% of portfolio›$618.9K
Layline Advisors, LLC21,007
0.6% of portfolio›$615.7K
Solutions 4 Wealth, Ltd20,984
0.7% of portfolio›$615.0K
Stewardship Concepts Financial Services LLC20,500
0.4% of portfolio›$600.9K
Davenport & Co LLC20,500
0.0% of portfolio›$600.9K
Denver PWM, LLC20,415
0.2% of portfolio›$598.4K
Cdkv Holdings LLC20,396
0.5% of portfolio›$597.8K
Fiduciary Alliance LLC20,129
0.0% of portfolio›$590.0K
Summit Wealth Group LLC / Co20,107
0.0% of portfolio›$589.3K
TrustWell Financial Advisors, LLC20,040
0.5% of portfolio›$587.4K
Clay Northam Wealth Management, LLC19,986
0.3% of portfolio›$585.8K
Wernau Asset Management Inc.19,554
0.3% of portfolio›$573.1K
Opulen Financial Group LLC19,497
0.4% of portfolio›$571.5K
Blankinship & Foster, LLC19,398
0.1% of portfolio›$568.6K
Evergreen Capital Management LLC19,327
0.0% of portfolio›$566.5K
Smithbridge Asset Management Inc19,237
0.1% of portfolio›$563.8K
Trust Point Inc.18,962
0.0% of portfolio›$555.8K
Continuum Wealth Advisors, LLC18,961
0.2% of portfolio›$555.7K
GC Wealth Management RIA, LLC18,954
0.0% of portfolio›$555.5K
Aull & Monroe Investment Management Corp18,926
0.2% of portfolio›$554.7K
Clarity Capital Advisors, LLC18,921
0.2% of portfolio›$554.6K
Fulton Breakefield Broenniman LLC18,865
0.0% of portfolio›$552.9K
Balefire, LLC18,840
0.1% of portfolio›$552.2K
Harbor Asset Planning, Inc.18,826
0.4% of portfolio›$551.8K
Revolve Wealth Partners, LLC18,742
0.1% of portfolio›$549.3K
Canvas Wealth Advisors, LLC18,655
0.1% of portfolio›$552.4K
Creative Financial Designs Inc18,608
0.0% of portfolio›$545.4K
Your Advocates Ltd., LLP18,529
0.2% of portfolio›$543.1K
71 West Capital Partners18,417
0.0% of portfolio›$539.8K
Heritage OAK Wealth Advisors LLC18,391
0.2% of portfolio›$539.0K
Murphy & Mullick Capital Management Corp18,358
0.3% of portfolio›$538.1K
Shepherd Financial Partners LLC18,197
0.0% of portfolio›$533.4K
Hardin Capital Partners, LLC18,188
0.3% of portfolio›$533.1K
Sage Rhino Capital LLC18,112
0.1% of portfolio›$530.9K
Old North State Wealth Management, LLC17,937
0.2% of portfolio›$525.8K
Garde Capital, Inc.17,869
0.0% of portfolio›$523.7K
Portland Financial Advisors Inc17,851
0.9% of portfolio›$523.2K
Armbruster Capital Management, Inc.17,769
0.1% of portfolio›$520.8K
Sage Financial Group Inc17,735
0.0% of portfolio›$519.8K
Parsons Capital Management Inc17,612
0.0% of portfolio›$516.2K
Jeppson Wealth Management, LLC17,368
0.1% of portfolio›$509.1K
Jamison Private Wealth Management, Inc.17,338
0.1% of portfolio›$508.2K
Weatherly Asset Management L. P.17,275
0.0% of portfolio›$506.3K
Armstrong Advisory Group, Inc17,152
0.0% of portfolio›$502.7K
Members Wealth LLC17,051
0.3% of portfolio›$509.0K
Arlington Trust Co LLC16,907
0.0% of portfolio›$495.5K
Wavvest Wealth LLC16,895
0.4% of portfolio›$495.2K
Klingman & Associates, LLC16,862
0.0% of portfolio›$494.2K
Plante Moran Financial Advisors, LLC16,840
0.0% of portfolio›$493.6K
StoneX Group Inc.16,823
0.0% of portfolio›$493.1K
Trek Financial, LLC16,799
0.0% of portfolio›$492.4K
United Asset Strategies, Inc.16,737
0.0% of portfolio›$490.6K
Moneco Advisors, LLC16,649
0.0% of portfolio›$488.0K
Aviance Capital Partners, LLC16,563
0.0% of portfolio›$485.5K
Accurate Wealth Management, LLC16,526
0.0% of portfolio›$493.3K
West Financial Advisors, LLC16,492
0.1% of portfolio›$483.4K
Fiduciary Financial Group, LLC16,412
0.1% of portfolio›$481.0K
Mogy Joel R Investment Counsel Inc16,398
0.0% of portfolio›$480.6K
Canandaigua National Bank & Trust Co16,390
0.0% of portfolio›$480.4K
Cornerstone Planning Group LLC16,316
0.1% of portfolio›$488.0K
Verum Partners LLC16,015
0.1% of portfolio›$469.4K
Precedent Wealth Partners, LLC15,879
0.1% of portfolio›$465.4K
Live Oak Investment Partners15,828
0.3% of portfolio›$463.9K
Kohmann Bosshard Financial Services, LLC15,740
0.0% of portfolio›$461.3K
Independent Financial Group, LLC15,646
0.0% of portfolio›$458.6K
Balentine LLC15,468
0.0% of portfolio›$453.4K
Bill Few Associates, Inc.15,426
0.1% of portfolio›$452.1K
Trust Co of Toledo NA15,411
0.0% of portfolio›$451.7K
Capital Investment Advisors, LLC15,376
0.0% of portfolio›$450.7K
Financial Synergies Wealth Advisors, Inc.15,355
0.0% of portfolio›$450.1K
Valeo Financial Advisors, LLC15,330
0.0% of portfolio›$449.3K
Clarity Wealth Advisors, LLC15,324
0.1% of portfolio›$449.2K
Glenview Trust Co15,260
0.0% of portfolio›$447.3K
Cooke Wealth Management, LLC15,187
0.4% of portfolio›$445.1K
Relyea Zuckerberg Hanson LLC15,072
0.0% of portfolio›$441.8K
Able Wealth Management LLC15,052
0.1% of portfolio›$448.7K
RIA Advisory Group LLC15,019
0.1% of portfolio›$440.2K
Culbertson A N & Co Inc15,000
0.1% of portfolio›$439.7K
Partners Wealth Management, LLC14,873
0.0% of portfolio›$435.9K
Adamsbrown Wealth Consultants LLC14,758
0.1% of portfolio›$432.6K
Journey Advisory Group, LLC14,555
0.0% of portfolio›$426.6K
Ferguson Wellman Capital Management, Inc14,535
0.0% of portfolio›$426.0K
Parkside Financial Bank & Trust14,488
0.0% of portfolio›$424.6K
M Holdings Securities, Inc.14,461
0.0% of portfolio›$419
United Advisor Group, LLC14,428
0.0% of portfolio›$422.9K
North Berkeley Wealth Management, LLC14,382
0.2% of portfolio›$421.5K
Versant Capital Management, Inc14,287
0.0% of portfolio›$418.8K
CDM Financial Counseling Services, Inc.14,280
0.4% of portfolio›$418.5K
Roberts Wealth Advisors, LLC14,240
0.1% of portfolio›$417.4K
Gainplan LLC14,226
0.2% of portfolio›$417.0K
TSG Advice Partners, LLC14,209
0.1% of portfolio›$411.5K
Align Financial, LLC14,030
0.2% of portfolio›$411.2K
Elmwood Wealth Management, Inc.14,008
0.1% of portfolio›$410.6K
Tranquility Partners, LLC13,964
0.1% of portfolio›$409.3K
First Growth Capital LLC13,950
0.3% of portfolio›$408.9K
LifeSteps Financial, Inc.13,950
0.2% of portfolio›$408.9K
Graves Light Lenhart Wealth, Inc.13,864
0.0% of portfolio›$406.4K
ZynergyRetirementPlanningLLC13,781
0.2% of portfolio›$403.9K
John W. Brooker & Co., CPAs13,707
0.5% of portfolio›$401.8K
Essex Bank13,651
0.1% of portfolio›$400.0K
Clear Harbor Asset Management, LLC13,614
0.0% of portfolio›$399.0K
CoreCap Advisors, LLC13,600
0.0% of portfolio›$398.6K
Quarry Hill Advisors, LLC13,592
0.1% of portfolio›$398.4K
55 North Private Wealth, LLC13,414
0.1% of portfolio›$393.2K
Washburn Capital Management, Inc.13,366
0.2% of portfolio›$391.8K
Gibson Capital, LLC13,317
0.1% of portfolio›$390.3K
Advisortrust Partners, LLC13,205
0.1% of portfolio›$387.1K
Badgley Phelps Wealth Managers, LLC13,196
0.0% of portfolio›$386.8K
JBGlobal.com LLC13,148
0.3% of portfolio›$385.4K
Kwmg, LLC13,130
0.0% of portfolio›$384.8K
Silver Lake Advisory, LLC13,085
0.1% of portfolio›$383.5K
Heartwood Wealth Advisors LLC12,993
0.0% of portfolio›$380.8K
StoryOne LLC12,984
0.2% of portfolio›$380.6K
StoryOne LLC12,984
0.2% of portfolio›$380.6K
Pinion Investment Advisors, LLC12,939
0.1% of portfolio›$379.2K
Plancorp, LLC12,846
0.0% of portfolio›$373.4K
Atlatl Advisers LLC12,765
0.1% of portfolio›$374.1K
New Perspectives, Inc12,689
0.1% of portfolio›$371.9K
Jacobs & Co12,669
0.0% of portfolio›$371
Cornerstone Enterprises, LLC12,426
0.2% of portfolio›$364.2K
Dynamic Advisor Solutions LLC12,371
0.0% of portfolio›$362.6K
BostonPremier Wealth LLC12,352
0.1% of portfolio›$362.0K
Noesis Capital Mangement Corp12,308
0.0% of portfolio›$360.8K
Briggs Wealth Management, Inc12,286
0.3% of portfolio›$360.1K
United Community Bank12,175
0.1% of portfolio›$356.8K
Connecticut Wealth Management, LLC12,048
0.0% of portfolio›$353.1K
Crescent Grove Advisors, LLC12,000
0.0% of portfolio›$351.7K
Squire Investment Management Company, LLC12,000
0.1% of portfolio›$351.7K
Broadway Wealth Solutions, Inc.11,963
0.2% of portfolio›$350.6K
Echo45 Advisors LLC11,942
0.2% of portfolio›$350.0K
TCI Wealth Advisors, Inc.11,887
0.0% of portfolio›$348.4K
Arista Wealth Management, LLC11,856
0.0% of portfolio›$347.5K
Michels Family Financial, LLC11,760
0.2% of portfolio›$344.7K
FinArc Investments, Inc.11,727
0.3% of portfolio›$343.7K
Stevens Capital Partners11,662
0.1% of portfolio›$341.8K
WealthBridge Capital Management, LLC11,618
0.1% of portfolio›$340.5K
Fifth Third Wealth Advisors LLC11,538
0.0% of portfolio›$338.2K
Market Street Wealth Management Advisors LLC11,468
0.0% of portfolio›$336.1K
BridgePort Financial Solutions, LLC11,314
0.1% of portfolio›$331.6K
Rockwood Wealth Management, LLC11,286
0.0% of portfolio›$330.8K
Fragasso Financial Advisors Inc11,205
0.0% of portfolio›$335.1K
Vigilare Wealth Management11,130
0.1% of portfolio›$326.2K
Aurora Private Wealth, Inc.11,070
0.0% of portfolio›$324
Financial Insights, Inc.10,995
0.1% of portfolio›$322.3K
Pflug Koory, LLC10,931
0.1% of portfolio›$320.4K
Wedbush Securities Inc10,931
0.0% of portfolio›$320
Midwest Trust Co10,927
0.0% of portfolio›$320.3K
Voisard Asset Management Group, Inc.10,802
0.1% of portfolio›$316.6K
Clear Trail Advisors, LLC10,771
0.0% of portfolio›$315.7K
Baldwin Wealth Partners LLC10,750
0.0% of portfolio›$315.1K
Rossby Financial, LCC10,737
0.0% of portfolio›$314.7K
Y-Intercept (Hong Kong) Ltd10,653
0.0% of portfolio›$312.2K
Helium Advisors LLC10,643
0.3% of portfolio›$312.0K
Sentinel Pension Advisors, LLC10,628
0.0% of portfolio›$311.5K
Smith Chas P & Associates PA Cpas10,590
0.0% of portfolio›$310.1K
Grandfield & Dodd, LLC10,539
0.0% of portfolio›$308.9K
DB Fitzpatrick & Co, Inc10,525
0.3% of portfolio›$308.5K
Councilmark Asset Management, LLC10,500
0.2% of portfolio›$307.8K
Titleist Asset Management, LLC10,474
0.0% of portfolio›$307.0K
Occidental Asset Management, LLC10,464
0.0% of portfolio›$306.7K
Americana Partners, LLC10,429
0.0% of portfolio›$305.7K
Simon Quick Advisors, LLC10,381
0.0% of portfolio›$304.3K
Patten Group, Inc.10,350
0.0% of portfolio›$303.3K
Red Mountain Financial, LLC10,316
0.3% of portfolio›$302.3K
Quantum Financial Planning Services, Inc.10,313
0.1% of portfolio›$302.3K
PUREfi Wealth, LLC10,257
0.1% of portfolio›$300.6K
Telos Capital Management, Inc.10,234
0.0% of portfolio›$300.0K
Spire Wealth Management10,189
0.0% of portfolio›$298.6K
Level Wealth Management LLC10,178
0.1% of portfolio›$298.3K
Prairiewood Capital, LLC10,170
0.1% of portfolio›$298.1K
Wealth Management Nebraska10,127
0.0% of portfolio›$296.8K
Bright Futures Wealth Management, Llc.10,121
0.2% of portfolio›$296.7K
Regions Financial Corp10,062
0.0% of portfolio›$294.9K
Old National Bancorp9,981
0.0% of portfolio›$292.5K
Cantor Fitzgerald Investment Advisors L.P.9,966
0.0% of portfolio›$292.1K
ARS Wealth Advisors Group, LLC9,889
0.0% of portfolio›$289.9K
Johnson Bixby & Associates, LLC9,836
0.0% of portfolio›$288.3K
Sterling Financial Planning, Inc.9,779
0.1% of portfolio›$286.6K
Quadcap Wealth Management, LLC9,703
0.0% of portfolio›$284.4K
New England Private Wealth Advisors LLC9,662
0.0% of portfolio›$283.2K
Grey Fox Wealth Advisors, LLC9,622
0.0% of portfolio›$282.0K
Obermeyer Wealth Partners9,600
0.0% of portfolio›$281.4K
Red Spruce Capital, LLC9,507
0.1% of portfolio›$278.7K
BetterWealth, LLC9,469
0.0% of portfolio›$277.5K
Associated Banc-Corp9,432
0.0% of portfolio›$276.5K
ACT Wealth Management, LLC9,431
0.1% of portfolio›$276.4K
Poehling Capital Management, Inc.9,422
0.1% of portfolio›$276.1K
Burney Co/9,408
0.0% of portfolio›$275.7K
Sterling Investment Advisors, Ltd.9,395
0.0% of portfolio›$275.4K
MBE Wealth Management, LLC9,386
0.1% of portfolio›$275.1K
Stirlingshire Investments, Inc.9,384
0.2% of portfolio›$275.0K
Glaxis Capital Management, LLC9,371
0.7% of portfolio›$274.7K
Cypress Wealth Services, LLC9,348
0.0% of portfolio›$280.2K
Pennsylvania Capital Management Inc9,336
0.1% of portfolio›$273.6K
Wedgewood Investors Inc9,333
0.3% of portfolio›$273.6K
Gateway Investment Advisers LLC9,230
0.0% of portfolio›$270.5K
Goldstein Advisors, LLC9,104
0.0% of portfolio›$266.8K
Hartline Investment Corp/9,091
0.0% of portfolio›$266.5K
Third View Private Wealth, LLC9,076
0.0% of portfolio›$266.0K
Ifrah Financial Services, Inc.8,993
0.1% of portfolio›$263.6K
Riverwater Partners LLC8,961
0.1% of portfolio›$262.6K
Aurora Investment Managers, Llc.8,933
0.0% of portfolio›$262
Svrn Asset Management, LLC8,844
0.1% of portfolio›$259.2K
Randolph Co Inc8,813
0.0% of portfolio›$258.3K
Boyce & Associates Wealth Consulting, Inc.8,804
0.2% of portfolio›$258.0K
Richard Young Associates, Ltd.8,770
0.2% of portfolio›$257.0K
SJS Investment Consulting Inc.8,766
0.0% of portfolio›$256.9K
Paulson Wealth Management Inc.8,741
0.1% of portfolio›$256.2K
Decker Wealth Management LLC8,700
0.1% of portfolio›$255.0K
Bryn Mawr Trust Advisors, LLC8,688
0.0% of portfolio›$254.6K
Sensible Money, LLC8,647
0.1% of portfolio›$253.5K
First Affirmative Financial Network8,615
0.1% of portfolio›$252.5K
CWS Financial Advisors, LLC8,580
0.1% of portfolio›$251.5K
Hubbell Strickland Wealth Management, LLC8,525
0.1% of portfolio›$249.9K
Balboa Wealth Partners8,524
0.0% of portfolio›$249.8K
Nordwand Advisors, LLC8,500
0.0% of portfolio›$249.1K
Cardinal Point Capital Management ULC8,481
0.0% of portfolio›$248.6K
Secure Asset Management, LLC8,480
0.0% of portfolio›$248.6K
Armor Investment Advisors, LLC8,447
0.1% of portfolio›$247.6K
Bucket List Wealth Management, LLC8,433
0.1% of portfolio›$247.2K
Provenance Wealth Advisors, LLC8,370
0.0% of portfolio›$245.3K
Valtinson Bruner Financial Planning LLC8,364
0.1% of portfolio›$245.1K
Sherman Wealth Management LLC8,320
0.2% of portfolio›$243.9K
Accelerate Investment Advisors LLC8,288
0.1% of portfolio›$242.9K
Cornerstone Wealth Management, LLC8,287
0.0% of portfolio›$242.9K
Fiduciary Advisors, Inc.8,226
0.2% of portfolio›$241.1K
Caliber Wealth Management, LLC / KS8,220
0.0% of portfolio›$240.9K
Parkway Wealth Management Group, LLC8,172
0.0% of portfolio›$239.5K
RMR Capital Management, LLC8,088
0.2% of portfolio›$237.1K
Gen-Wealth Partners Inc8,060
0.1% of portfolio›$236.2K
Lyell Wealth Management, LP8,057
0.0% of portfolio›$236.2K
Crescent Sterling, Ltd.7,985
0.2% of portfolio›$234.0K
Virtue Capital Management, LLC7,955
0.0% of portfolio›$233.2K
Montag A & Associates Inc7,937
0.0% of portfolio›$232.6K
Sims Investment Management, LLC7,892
0.1% of portfolio›$231.3K
SmartHarvest Portfolios, LLC7,865
0.1% of portfolio›$230.5K
Old Second National Bank of Aurora7,849
0.0% of portfolio›$230.1K
Sherry Group, Inc.7,848
0.2% of portfolio›$230.0K
Ted Buchan & Co7,836
0.1% of portfolio›$229.7K
Wetzel Investment Advisors, Inc.7,800
0.1% of portfolio›$228.6K
Patten & Patten Inc7,780
0.0% of portfolio›$228.0K
Integrity Advisory Solutions, LLC7,746
0.0% of portfolio›$227.0K
Robinswood Financial LLC7,729
0.1% of portfolio›$227.2K
Frankly Finances, LLC7,686
0.2% of portfolio›$225.3K
Almanack Investment Partners, Llc.7,658
0.0% of portfolio›$224.5K
Patrick M Sweeney & Associates, Inc7,646
0.1% of portfolio›$224.1K
White Pine Investment Co7,567
0.0% of portfolio›$222
Certified Advisory Corp7,518
0.0% of portfolio›$220.4K
Biltmore Family Office, LLC7,505
0.0% of portfolio›$220.0K
Parrish Capital LLC7,503
0.2% of portfolio›$219.9K
marrick wealth, LLC7,500
0.2% of portfolio›$219.8K
Warwick Investment Management, Inc.7,391
0.0% of portfolio›$216.6K
Bokf, NA7,368
0.0% of portfolio›$216.0K
Sowell Financial Services LLC7,343
0.0% of portfolio›$215.2K
Matauro, LLC7,314
0.0% of portfolio›$214.4K
CMG Global Holdings, LLC7,300
0.1% of portfolio›$214.0K
Prospera Capital Management, LLC7,294
0.1% of portfolio›$213.8K
Greenhouse Wealth Management, LLC7,276
0.1% of portfolio›$213.3K
Friedenthal Financial7,258
0.1% of portfolio›$212.7K
Gibraltar Capital Management, Inc.7,218
0.0% of portfolio›$211.5K
Maltin Wealth Management, Inc.7,193
0.1% of portfolio›$210.8K
Pacific Center for Financial Services7,128
0.0% of portfolio›$208.9K
Meridian Financial Advisors, LLC7,061
0.1% of portfolio›$207.0K
Spectrum Financial Alliance Ltd LLC7,020
0.0% of portfolio›$205.8K
Westover Capital Advisors, LLC7,014
0.0% of portfolio›$205.6K
Richard P Slaughter Associates Inc6,996
0.0% of portfolio›$205.1K
Targeted Financial Services LLC6,973
0.1% of portfolio›$204.4K
Mirador Capital Partners LP6,968
0.0% of portfolio›$204.2K
Ashton Thomas Securities, LLC6,882
0.0% of portfolio›$201.7K
Busey Bank6,876
0.0% of portfolio›$201.5K
Sage Mountain Advisors LLC6,868
0.0% of portfolio›$201.3K
Allegiance Financial Group Advisory Services LLC6,839
0.0% of portfolio›$200.5K
Acropolis Investment Management, LLC6,630
0.0% of portfolio›$194.3K
Wealth Analytics Partners, LLC6,504
0.1% of portfolio›$190.6K
Community Financial Services Group, LLC6,410
0.0% of portfolio›$188.4K
Ashton Thomas Private Wealth, LLC6,400
0.0% of portfolio›$187.6K
Piscataqua Savings Bank6,036
0.1% of portfolio›$176.9K
Peoples Financial Services Corp.6,000
0.1% of portfolio›$175.8K
Capital Investment Advisory Services, LLC5,896
0.0% of portfolio›$172.8K
Richardson Capital Management LLC5,752
0.1% of portfolio›$168.6K
Financial Network Wealth Advisors LLC5,662
0.2% of portfolio›$166.0K
Point Nemo Capital, LLC5,343
0.1% of portfolio›$156.6K
Key FInancial Inc5,087
0.0% of portfolio›$149.1K
Bangor Savings Bank4,880
0.0% of portfolio›$143.0K
TLW Wealth Management, LLC4,843
0.1% of portfolio›$141.9K
Moisand Fitzgerald Tamayo, LLC4,539
0.0% of portfolio›$133.0K
Carolina Wealth Advisors, LLC4,518
0.1% of portfolio›$132.4K
Princeton Global Asset Management LLC4,478
0.0% of portfolio›$131.2K
Sima Wealth Partners, LLC4,466
0.1% of portfolio›$130.9K
Elevated Capital Advisors, LLC4,170
0.0% of portfolio›$122.2K
Acumen Wealth Advisors, LLC4,087
0.0% of portfolio›$119.8K
Halbert Hargrove Global Advisors, LLC4,082
0.0% of portfolio›$119.6K
Investors Research Corp4,018
0.0% of portfolio›$117.8K
Gamma Investing LLC3,868
0.0% of portfolio›$113.4K
Laurel Wealth Advisors LLC3,561
0.0% of portfolio›$104.4K
Jnba Financial Advisors3,510
0.0% of portfolio›$102.9K
Blume Capital Management, Inc.3,416
0.0% of portfolio›$100.1K
Marshall & Sterling Wealth Advisors Inc.3,226
0.1% of portfolio›$94.6K
Kelleher Financial Advisors3,114
0.0% of portfolio›$91.3K
Madden Securities Corp3,030
0.0% of portfolio›$88.8K
Latitude Advisors, LLC3,007
0.0% of portfolio›$88.1K
Pacifica Partners Inc.2,900
0.0% of portfolio›$85.2K
GHP Investment Advisors, Inc.2,891
0.0% of portfolio›$84.7K
Financially Speaking Inc2,764
0.3% of portfolio›$69.4K
Elevate Wealth Advisory, Inc2,703
0.0% of portfolio›$79.2K
Vima LLC2,575
0.1% of portfolio›$75.5K
Hoertkorn Richard Charles2,480
0.0% of portfolio›$72.7K
Balance Wealth Partners LLC2,448
0.0% of portfolio›$71.8K
Roxbury Financial LLC2,438
0.1% of portfolio›$71.5K
McCarley & Cook Financial Planners2,371
0.1% of portfolio›$69.5K
DeDora Capital, Inc.2,310
0.0% of portfolio›$67.7K
Eastern Bank2,184
0.0% of portfolio›$64.0K
Eukles Asset Management2,055
0.0% of portfolio›$60.2K
Lodestone Wealth Management LLC2,032
0.0% of portfolio›$59.6K
Byrne Asset Management LLC2,026
0.0% of portfolio›$59.5K
Cordgrass Capital Advisors, LLC2,000
0.0% of portfolio›$58.6K
Daytona Street Capital LLC2,000
0.0% of portfolio›$59.5K
First Pacific Financial1,996
0.0% of portfolio›$58.5K
Bfsg, LLC1,947
0.0% of portfolio›$57.1K
GGM Financial LLC1,923
0.0% of portfolio›$56.4K
Compass Financial Management LLC1,837
0.0% of portfolio›$53.8K
Bell Investment Advisors, Inc1,718
0.0% of portfolio›$50.3K
Western Pacific Wealth Management, LP1,598
0.0% of portfolio›$46.8K
Nemes Rush Group LLC1,466
0.0% of portfolio›$43.0K
Curat Global, LLC1,454
0.0% of portfolio›$42.6K
American Capital Advisory, LLC1,428
0.0% of portfolio›$41.9K
Albion Financial Group1,305
0.0% of portfolio›$38.3K
Pinnacle Wealth Planning Services, Inc.1,220
0.0% of portfolio›$35.8K
Owl Creek Wealth Partners LLC1,202
0.0% of portfolio›$35.2K
Maryland Capital Advisors Inc.1,130
0.0% of portfolio›$33.1K
Markowski Investments1,120
0.0% of portfolio›$32.8K
Rydar Equities, Inc.1,064
0.0% of portfolio›$31.8K
Glass Jacobson Investment Advisors llc1,018
0.0% of portfolio›$29.8K
Evolution Wealth Management Inc.919
0.0% of portfolio›$26.9K
TD Waterhouse Canada Inc.900
0.0% of portfolio›$26.4K
Buck Wealth Strategies, LLC885
0.0% of portfolio›$25.9K
Activest Wealth Management807
0.0% of portfolio›$23.7K
Godsey & Gibb, Inc792
0.0% of portfolio›$23.2K
Financial Perspectives, Inc729
0.0% of portfolio›$21.4K
Birchbrook, Inc.729
0.0% of portfolio›$21.4K
Heritage Family Offices, LLP700
0.0% of portfolio›$20.5K
Ascentis Independent Advisors668
0.0% of portfolio›$19.6K
Investment Research & Advisory Group, Inc.666
0.0% of portfolio›$19.5K
Farmers & Merchants Investments Inc608
0.0% of portfolio›$17.8K
Manchester Capital Management LLC600
0.0% of portfolio›$17.6K
Physician Wealth Advisors, Inc.552
0.0% of portfolio›$16.2K
William Mack & Associates, Inc.527
0.0% of portfolio›$15.5K
Pension & Wealth Management Advisors, Inc.523
0.0% of portfolio›$15.4K
Avion Wealth509
0.0% of portfolio›$14
Raleigh Capital Management Inc.500
0.0% of portfolio›$14.7K
Duncker Streett & Co Inc428
0.0% of portfolio›$12.5K
Montgomery Financial Services LLC404
0.0% of portfolio›$11.8K
MTM Investment Management, LLC402
0.0% of portfolio›$11.8K
Prudent Man Investment Management, Inc.390
0.0% of portfolio›$11.4K
United Financial Planning Group LLC379
0.0% of portfolio›$11.1K
MV Capital Management, Inc.375
0.0% of portfolio›$11.0K
Pittenger & Anderson Inc372
0.0% of portfolio›$10.9K
Vermillion Wealth Management, Inc.355
0.0% of portfolio›$10.4K
Tower View Wealth Management LLC315
0.0% of portfolio›$9.2K
Toth Financial Advisory Corp303
0.0% of portfolio›$8.9K
Golden State Wealth Management, LLC292
0.0% of portfolio›$8.6K
Clayton Financial Group LLC288
0.0% of portfolio›$8.4K
Monetary Solutions, Ltd198
0.0% of portfolio›$5.8K
Birchwood Financial Partners, Inc.160
0.0% of portfolio›$4.7K
POM Investment Strategies, LLC156
0.0% of portfolio›$4.6K
High Note Wealth, LLC156
0.0% of portfolio›$4.6K
Archer Investment Corp155
0.0% of portfolio›$4.6K
Comprehensive Financial Planning, Inc.128
0.0% of portfolio›$3.8K
NBT Bank, N.A.127
0.0% of portfolio›$3.7K
Robbins Farley91
0.0% of portfolio›$2.7K
Redwood Park Advisors LLC61
0.0% of portfolio›$1.8K
Networth Advisors, LLC45
0.0% of portfolio›$1.3K
Rossmore Private Capital42
0.0% of portfolio›$1.2K
MJT & Associates Financial Advisory Group, Inc.37
0.0% of portfolio›$1.1K
Blueline Advisors LLC35
0.0% of portfolio›$1.0K
Sunrise Financial Services, LLC30
0.0% of portfolio›$879
Mowery & Schoenfeld Wealth Management, LLC25
0.0% of portfolio›$733
Hughes Financial Services, LLC17
0.0% of portfolio›$504
Decker Retirement Planning Inc.10
0.0% of portfolio›$294
Planning Strategies Inc.10
0.0% of portfolio›$293
Triumph Capital Management9
0.0% of portfolio›$265
Canton Hathaway, LLC8
0.0% of portfolio›$234
Center for Financial Planning, Inc.6
0.0% of portfolio›$175
Burk Holdings LLC1
0.0% of portfolio›$24
IFS Advisors, LLC0
0.0% of portfolio›$21
StyleTurnoverLocationFiled
Rebalance, LLC
15,288,013$448.1M23.1%ETFVery LowPalo Alto, CA2026-10-22
Strid Group, LLC
8,570,424$251.2M27.4%ETFLowNewtown Square, PA2026-10-28
Evensky & Katz LLC
7,811,427$229.0K0.0%ETFVery LowCoral Gables, FL2026-10-27
Hengehold Capital Management LLC
7,605,959$222.9M17.0%ETFLowCincinnati, OH2026-10-16
Hanson & Doremus Investment Management
7,130,203$209.0K0.1%CoreVery LowBurlington, VT2026-10-16
HB Wealth Management, LLC
6,514,248$190.9M1.0%IndexVery LowAtlanta, GA2026-10-23
Evergreen Advisors, LLC
6,240,311$182.9M39.3%ETFVery LowChattanooga, TN2026-10-28
HT Partners LLC
6,053,912$177.4M48.7%ETFVery LowCenterbrook, CT2026-10-20
Forvis Mazars Wealth Advisors, LLC
5,982,754$175.4M2.9%ETFVery LowSpringfield, MO2026-10-13
TruNorth Capital Management, LLC
5,602,501$164.2M25.6%ETFLowKalamazoo, MI2026-10-14
AlphaCore Capital LLC
4,997,290$146.5M2.3%ETFLowLa Jolla, CA2026-11-04
Morton Brown Family Wealth, LLC
4,352,012$127.6M28.4%ETFVery LowAllentown, PA2026-10-23
Accredited Investors Inc.
4,299,293$126.0M5.4%ETFLowEdina, MN2026-11-03
Compass Financial Group, Inc
3,433,306$100.6M10.9%ETFVery LowSioux Falls, SD2026-10-13
Manchester Financial Inc
3,375,455$98.9M17.5%ETFMediumWestlake Village, CA2026-10-15
Creative Planning
3,339,755$97.9M0.1%IndexVery LowOverland Park, KS2026-11-02
Asset Advisors Investment Management, LLC
2,746,202$80.5M7.0%CoreLowAugusta, GA2026-10-19
Legacy Financial Strategies, LLC
2,719,916$79.7M13.0%ETFLowOverland Park, KS2026-10-15
Wealth Enhancement Advisory Services, LLC
2,673,929$77.1M0.1%CoreLowPlymouth, MN2026-10-13
Myecfo, LLC
2,557,813$75.0M28.2%ETFVery LowLa Jolla, CA2026-10-14
Winthrop Advisory Group LLC
2,537,451$74.4M4.6%ETFVery LowBoston, MA2026-10-22
Cliftonlarsonallen Wealth Advisors, LLC
2,473,871$72.5M0.9%ETFLowMinneapolis, MN2026-10-14
Sunburst Financial Group, LLC
2,297,939$67.4M10.7%ETFVery LowVestavia Hills, AL2026-10-09
WBH Advisory Inc
2,012,994$59.0M4.0%ETFLowBaltimore, MD2026-11-05
Summit Financial Strategies, Inc.
1,814,136$53.2M3.7%ETFLowColumbus, OH2026-10-14
Capital Management Associates, Inc
1,771,568$51.9M10.4%ETFLowMinneapolis, MN2026-10-20
Cambridge Investment Research Advisors, Inc.
1,765,990$51.8K0.0%ETFLowFairfield, IA2026-11-02
Tanglewood Wealth Management, Inc.
1,661,152$48.7M4.0%ETFMediumHouston, TX2026-10-23
Cape Investment Advisory, Inc.
1,627,056$47.7M12.3%ETFLowMcdonough, GA2026-10-13
Appalachian Capital Management Ltd
1,575,194$46.2M33.1%ETFVery LowSt Clairsville, OH2026-10-14
Truist Financial Corp
1,570,516$46.0M0.1%CoreLowCharlotte, NC2026-10-30
Boyum Wealth Architects LLC
1,524,591$45.1M18.3%ETFLowBloomington, MN2026-10-06
Legacy Private Trust Co.
1,249,599$36.6M2.0%ETFLowNeenah, WI2026-10-06
John Boyer, Inc.
1,221,482$35.8M28.3%ETFMediumTampa, FL2026-10-27
Juncture Wealth Strategies, LLC
1,208,643$35.4M9.1%ETFLowScottsdale, AZ2026-10-06
Facet Wealth, Inc.
1,205,214$35.3M0.4%IndexVery LowWest Palm Beach, FL2026-11-04
SYM Financial Corp
1,188,112$34.8M2.7%ETFVery LowWinona Lake, IN2026-10-26
Chicago Partners Investment Group LLC
1,182,251$34.5M0.6%GARPLowChicago, IL2026-10-27
Pegasus Asset Management, Inc.
1,172,159$34.4M9.8%GrowthLowMorristown, NJ2026-11-03
WT Wealth Management
1,133,417$33.2M9.3%ETFMediumScottsdale, AZ2026-10-13
GSG Advisors LLC
1,131,844$33.2M7.0%ETFVery LowMount Laurel, NJ2026-11-03
Dodds Wealth, LLC
1,079,492$31.6M7.1%ETFVery LowGreenwood Village, CO2026-11-02
Gemmer Asset Management LLC
1,078,260$31.6M2.1%ETFLowWalnut Creek, CA2026-10-16
Robinson Smith Wealth Advisors LLC
1,078,213$31.6M19.3%ETFLowSouth Portland, ME2026-10-22
Retirement Planning Group, LLC
1,061,256$31.1M0.8%ETFVery LowLeawood, KS2026-10-19
Genesee Capital Advisors, LLC
1,031,515$30.2M9.5%ETFMediumAuburn, NY2026-10-20
Walker Financial Services, Inc.
1,010,661$29.6M8.7%ETFLowBowling Green, KY2026-10-26
Patriot Investment Management Group, Inc.
997,341$29.2M1.7%ETFVery LowKnoxville, TN2026-10-15
Strategic Advisors LLC
986,794$28.9M6.1%GrowthLowNew York, NY2026-10-13
Downshift Financial, LLC
984,152$28.8M12.4%ETFLowBoulder, CO2026-10-13
Wynn Capital, LLC
981,059$28.8M12.7%CoreVery LowAugusta, GA2026-10-13
Stonekeep Investments, LLC
957,438$28.1M16.3%ETFLowSante Fe, NM2026-10-15
Valley National Advisers Inc
928,932$27.2M3.0%ETFLowBethlehem, PA2026-10-23
Schaeffer Financial LLC
905,716$26.5M20.3%ETFLowRockville, MD2026-10-23
Great Lakes Retirement, Inc.
887,395$26.0M2.3%GrowthLowSandusky, OH2026-10-26
Assetmark, Inc
883,417$25.9M0.0%ETFLowConcord, CA2026-10-21
Davis Capital Management
877,543$25.7M15.4%CoreLowJacksonville, FL2026-10-08
Lido Advisors, LLC
846,604$24.8M0.1%GrowthLowLos Angeles, CA2026-11-04
Avior Wealth Management, LLC
837,399$24.5M0.6%ETFMediumOmaha, NE2026-10-13
Carlton Hofferkamp & Jenks Wealth Management, LLC
836,076$24.7M7.7%ETFLowThe Woodlands, TX2026-10-21
Davidson Kahn Capital Management, LLC
808,109$23.7M9.4%GrowthLowSherman Oaks, CA2026-10-26
Breakwater Investment Management
797,579$23.4M7.7%ETFLowSeattle, WA2026-10-20
Global Wealth Management, LLC
757,358$22.2M12.1%ETFLowKingston, NJ2026-10-15
Socha Financial Group, LLC
740,183$21.7M9.1%ETFLowCorning, NY2026-11-03
Liberty Capital Management, Inc.
708,748$20.8M3.5%CoreVery LowBirmingham, MI2026-11-02
Commonwealth Equity Services, LLC
705,344$20.7M0.0%ETFLowWaltham, MA2026-11-02
Focus Financial Network, Inc.
700,692$20.5M0.6%ETFLowMinneapolis, MN2026-10-14
IFP Advisors, Inc
689,089$20.2M0.3%GrowthLowTampa, FL2026-10-16
James J. Burns & Company, LLC
685,972$20.1M2.1%ETFVery LowMelville, NY2026-10-22
Kestra Advisory Services, LLC
645,431$18.9M0.1%CoreLowAustin, TX2026-11-02
Bond & Devick Financial Network, Inc.
620,679$18.2M4.4%ETFVery LowSt. Louis Park, MN2026-10-23
Christensen, King & Associates Investment Services, Inc.
609,119$17.9M6.5%ETFVery LowRichland, WA2026-10-22
Valicenti Advisory Services Inc
601,462$17.6K0.0%GrowthLowElmira, NY2026-10-23
Brooklyn FI, LLC
589,701$17.4M2.7%ETFVery LowNew York, NY2026-11-05
Blue Bell Private Wealth Management, LLC
576,011$16.9M2.0%YieldVery LowBlue Bell, PA2026-10-29
Ashford Advisors, LLC
557,350$16.3M3.4%ETFVery LowPittsford, NY2026-11-02
Intelligence Driven Advisers, LLC
553,376$16.2M2.8%ETFLowCarlsbad, CA2026-10-09
TPG Advisors LLC
545,580$16.0M8.5%ETFVery LowNorthfield, IL2026-10-16
Wedmont Private Capital
540,053$16.1M0.4%IndexVery LowWest Chester, PA2026-10-09
Lodestar Private Asset Management LLC
533,905$15.6M1.4%ETFLowAlamo, CA2026-10-26
SigFig Wealth Management, LLC
521,799$15.3M0.4%ETFLowSan Francisco, CA2026-10-07
Peak Financial Management, Inc.
515,518$15.1M3.4%ETFVery LowWellesley, MA2026-10-16
True North Advisors, LLC
504,827$14.8M1.1%CoreMediumDallas, TX2026-10-22
Spinnaker Investment Group, LLC
504,020$14.8M2.3%ETFLowNewport Beach, CA2026-10-13
Weinberger Asset Management, Inc
496,936$14.6M4.6%ETFVery LowLos Angeles, CA2026-10-28
Wrenne Financial Planning LLC
488,707$14.3M4.7%ETFVery LowLexington, KY2026-10-30
Motive Wealth Advisors
473,585$13.9M5.6%ETFVery LowBirmingham, MI2026-10-26
Meridian Wealth Management, LLC
470,460$13.8M0.4%GrowthLowLexington, KY2026-11-05
D.B. Root & Company, LLC
463,402$13.6M2.9%ETFLowPittsburgh, PA2026-11-04
Waldron Private Wealth LLC
450,000$13.2M0.5%ETFVery LowBridgeville, PA2026-11-02
Farther Finance Advisors, LLC
422,278$12.4M0.1%IndexLowSan Francisco, CA2026-10-08
Beacon Wealthcare LLC
416,101$12.2M3.9%ETFVery LowRaleigh, NC2026-10-02
Five Oceans Advisors
408,076$12.0M4.6%ETFVery LowCarlsbad, CA2026-10-22
Towercrest Capital Management
401,136$11.8M1.7%ETFVery LowNewtown, PA2026-10-23
Alliance Wealth Management Group
401,136$11.8M2.4%ETFLowFlemington, NJ2026-10-29
Everhart Financial Group, Inc.
398,459$11.7M0.7%ETFLowDublin, OH2026-10-08
SRH Advisors, LLC
388,773$11.4M2.9%ETFVery LowSalina, KS2026-10-22
Prime Capital Investment Advisors, LLC
377,549$11.1M0.1%ETFLowOverland Park, KS2026-10-20
Brookstone Capital Management
364,353$10.7M0.1%ETFMediumWheaton, IL2026-10-22
Joseph P. Lucia & Associates, LLC
363,957$10.7M3.1%ETFVery LowYorktown Heights, NY2026-10-30
Prosperitas Financial LLC
356,431$10.4M3.1%GrowthLowValencia, CA2026-10-28
Phillip James Consulting Co.
348,747$10.2M6.9%ETFVery HighPlymouth, MN2026-11-03
Mitchell Sinkler & Starr
322,788$9.5M3.8%CoreVery LowPhiladelphia, PA2026-10-13
Valley Forge Investment Consultants Inc ADV
317,086$9.3M2.3%ETFVery LowAudubon, PA2026-11-03
Creekside Partners
312,797$9.2M3.4%ETFVery LowPetaluma, CA2026-11-04
NBZ Investment Advisors LLC
303,641$8.9M3.4%ETFLowKnoxville, TN2026-10-30
Brighton Jones LLC
301,436$8.8M0.2%CoreVery LowSeattle, WA2026-11-03
Venture Visionary Partners LLC
293,683$8.6M0.2%CoreLowSylvania, OH2026-10-07
Fagan Associates, Inc.
289,383$8.5M1.0%GrowthLowTroy, NY2026-10-13
Curbstone Financial Management Corp
288,642$8.5M1.5%CoreLowManchester, NH2026-10-21
Equita Financial Network, Inc.
287,609$8.4M2.4%ETFLowFort Washington, PA2026-10-19
Islay Capital Management, LLC
285,461$8.4M3.9%ETFMediumLubbock, TX2026-10-20
CFG Wealth Management Services, Inc.
285,109$8.4M7.7%ETFLowIndianapolis, XX2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
283,283$8.3M0.1%GrowthVery LowSeattle, WA2026-10-27
Asset Allocation & Management Company, LLC
283,189$8.3K0.1%ETFLowChicago, IL2026-10-13
JFS Wealth Advisors, LLC
283,122$8.3M0.4%ETFVery LowHermitage, PA2026-11-03
Sheets Smith Wealth Management
282,838$8.3M0.9%CoreLowWinston-Salem, NC2026-10-16
James Investment Research, Inc.
282,531$8.3M0.9%CoreLowAlpha, OH2026-10-22
Sharkey, Howes & Javer
278,271$8.2M1.0%ETFMediumDenver, CO2026-10-22
Carnegie Investment Counsel
277,792$8.1M0.2%CoreLowPepper Pike, OH2026-10-20
Pinkerton Wealth, LLC
274,422$8.0M1.3%CoreHighCoeur D Alene, ID2026-10-29
RCW Management, LLC
273,028$8.0M7.2%ETFVery LowJacksonville, FL2026-10-30
SAX Wealth Advisors, LLC
268,077$7.9M0.2%ETFVery LowParsippany, NJ2026-10-13
RHS Financial, LLC
264,123$7.7M2.6%ETFMediumSan Francisco, CA2026-10-13
Parallel Advisors, LLC
260,666$7.6M0.1%IndexLowSan Francisco, CA2026-11-03
Clark Asset Management, LLC
258,235$7.6M0.6%ETFVery LowStratham, NH2026-10-19
True Freedom Investing, LLC
254,778$7.5M1.2%CoreHighCoeur D'Alene, ID2026-10-29
Strategic Family Wealth Counselors, L.L.C.
240,411$7.0M1.6%ETFVery LowFairfield, NJ2026-10-29
Firestone Capital Management
234,102$6.9M1.3%ETFVery LowSouth Miami, FL2026-11-03
Arcadia Investment Advisors LLC
233,343$6.8M2.8%ETFLowEagle, ID2026-10-13
KCM Investment Advisors LLC
232,586$6.8M0.2%CoreVery LowGreenbrae, CA2026-10-27
Asset Advisory Group, Inc.
230,913$6.8M2.9%CoreVery LowKinnelon, NJ2026-10-20
Hartmann Taylor Wealth Management, LLC
222,679$6.5M3.7%ETFVery LowDallas, TX2026-10-14
Axxcess Wealth Management, LLC
221,329$6.5M0.3%CoreLowCarlsbad, CA2026-10-21
Diversified Portfolios, Inc.
220,996$6.5M0.4%ETFLowBloomfield Hills, MI2026-11-04
SeaCrest Wealth Management, LLC
213,658$6.3M0.7%GrowthLowPurchase, NY2026-10-21
MBA Advisors LLC
211,059$6.2M2.0%ETFLowHermitage, PA2026-10-29
Embree Financial Group
210,289$6.2M0.6%ETFLowChicago, IL2026-10-22
Successful Portfolios LLC
209,368$6.2M2.9%CoreVery LowClearwater, FL2026-10-09
Altfest L J & Co Inc
205,713$6.0M0.6%ETFHighNew York, NY2026-10-27
Vise Technologies, Inc.
205,021$6.0M0.1%IndexLowNew York, NY2026-10-29
Unify Financial Advisors
196,322$5.8M5.3%ETFMediumClearwater, FL2026-11-03
NYL Investors LLC
194,735$5.7M2.3%ETFLowNew York, NY2026-11-03
Choreo, LLC
194,137$5.7M0.1%IndexLowRockford, IL2026-10-28
Salem Investment Counselors Inc
192,438$5.6M0.1%GrowthVery LowWinston-Salem, NC2026-10-13
Seed Wealth Management, Inc.
191,423$5.6M3.5%ETFMediumEvanston, IL2026-10-20
Granite Investment Partners, LLC
189,095$5.5M0.3%CoreMediumEl Segundo, CA2026-11-04
Blueprint Investment Partners LLC
187,684$5.5M0.4%ETFMediumGreensboro, NC2026-10-28
Financial Solutions Advisory Group, Inc.
186,969$5.5M0.7%ETFMediumChicago, IL2026-10-28
Compass Ion Advisors, LLC
186,396$5.5M0.5%ETFVery LowConshohocken, PA2026-10-23
Blueprint Financial Advisors LLC
179,096$5.2M0.6%GARPMediumGreensboto, NC2026-10-28
Crestwood Advisors Group, LLC
178,663$5.2M0.1%GrowthLowBoston, MA2026-10-27
Clear Point Advisors Inc.
178,480$5.2M3.6%ETFMediumMelville, NY2026-10-30
Whitener Capital Management, Inc.
171,228$5.0M1.0%CoreVery LowRocky Mount, NC2026-10-15
Farnam Financial LLC
170,649$5.0M3.7%ETFLowPhoenix, AZ2026-10-21
Whitegate Investment Counselors, Inc.
169,917$5.0M1.5%ETFVery LowConcord, NH2026-11-02
Robertson Stephens Wealth Management, LLC
169,547$5.0M0.1%ETFMediumSan Francisco, CA2026-10-16
Alpha Omega Wealth Management LLC
169,439$5.0M0.7%ValueLowRichmond, VA2026-10-23
Pullen Investment Management, LLC
168,866$4.9M2.4%Deep ValueMediumBradenton, FL2026-10-23
Cambridge Financial Group, LLC
166,962$4.8M1.5%ETFLowTucson, AZ2026-10-06
CRA Financial Services, LLC
164,062$4.8M0.5%ETFVery LowNorthfield, NJ2026-10-16
Signaturefd, LLC
158,356$4.6M0.1%IndexLowAtlanta, GA2026-10-23
Wealthcare Advisory Partners LLC
158,055$4.6M0.1%ETFLowWest Chester, PA2026-10-21
Ares Financial Consulting, LLC
155,954$172.5K0.1%CoreLowCalabasas, CA2026-10-19
Asset Dedication, LLC
154,192$4.5M0.3%ETFLowSan Francisco, CA2026-11-03
Avalon Advisory Group
153,846$4.5M1.7%ETFVery LowWexford, PA2026-10-20
Highland Capital Management, LLC
153,025$4.5M0.2%GrowthMediumMemphis, TN2026-10-26
Amicus Financial Advisors, LLC
151,581$4.4M1.1%ETFLowLubbock, TX2026-11-03
OpenArc Corporate Advisory, LLC
151,536$4.4M0.1%GrowthLowAtlanta, GA2026-10-21
Opus Capital Group, LLC
150,875$4.4K0.0%ETFVery LowCincinnati, OH2026-10-30
Thrive Wealth Management, LLC
150,426$4.4M0.5%ETFVery LowAudubon, PA2026-10-13
Chapman Financial Group, LLC
146,792$4.3M2.8%CoreVery LowHonolulu, HI2026-10-26
Rosenberg Matthew Hamilton
145,091$4.3M0.8%ETFVery LowGrand Junction, CO2026-10-05
Mission Wealth Management, LP
142,005$4.2M0.1%ETFLowSanta Barbara, CA2026-10-15
Carret Asset Management, LLC
141,601$4.2M0.4%CoreVery LowNew York, NY2026-11-04
Sigma Investment Counselors Inc
141,287$4.1M0.2%ETFLowNorthville, MI2026-10-27
Financial Designs Corp
139,518$4.1M2.1%ETFVery LowClaremont, CA2026-10-09
Cambridge Advisors Inc.
136,202$4.0M0.7%ETFVery LowOmaha, NE2026-10-19
Koshinski Asset Management, Inc.
135,686$4.0M0.2%ETFLowDecatur, IL2026-10-29
L. Roy Papp & Associates, LLP
135,511$4.0M0.4%CoreVery LowPhoenix, AZ2026-10-21
Independent Solutions Wealth Management, LLC
133,720$3.9M0.5%GrowthLowWilliamsville, NY2026-10-28
Dorato Capital Management
133,598$4.0M2.7%ValueVery LowDenver, CO2026-10-08
Planned Solutions, Inc.
132,474$3.9M1.1%ETFLowFolsom, CA2026-10-19
Selby Wealth Management, LLC
130,852$3.8M1.3%ETFVery LowEmeryville, CA2026-10-16
Long Island Wealth Management, Inc.
130,416$3.8M1.5%ETFLowMelville, NY2026-10-20
Krilogy Financial LLC
129,812$3.9M0.1%GrowthLowSt. Louis, MO2026-10-13
Cross Staff Investments Inc
129,150$3.8M2.3%CoreVery LowPittsford, NY2026-10-22
Pacific Park Financial, Inc.
126,175$3.7M2.2%ETFMediumLagina Hills, CA2026-10-13
Chesley Taft & Associates LLC
126,043$3.7M0.1%CoreLowChicago, IL2026-10-13
Archer Investment Management, LLC
125,925$3.7M1.2%ETFHighAustin, TX2026-10-13
Basso Capital Management, L.P.
125,787$3.7M0.8%ETFMediumStamford, CT2026-10-30
Triangle Securities Wealth Management
123,023$3.6M0.7%CoreLowRaleigh, NC2026-10-14
BCS Wealth Management
122,349$3.6M0.6%ETFVery LowJohnson City, TN2026-11-03
Leading Edge Financial Planning LLC
122,010$3.6M0.7%ETFLowKnoxville, TN2026-10-23
S.E.E.D. Planning Group LLC
120,750$3.5M0.9%CoreMediumBinghamton, NY2026-10-07
BIP Wealth, LLC
119,679$3.5M0.1%ETFMediumAtlanta, GA2026-10-22
3 Factor Indexing, LLC
119,039$3.5M2.9%ETFLowSacramento, CA2026-10-15
Elevation Wealth Partners, LLC
118,619$3.5M1.0%ETFLowWalnut Creek, CA2026-10-07
Mayfair Advisory Group, LLC
118,461$3.5M1.0%ETFLowBirmingham, AL2026-10-20
Cypress Point Wealth Management, LLC
118,237$3.5M0.4%ETFLowDallas, TX2026-11-03
Roger Wittlin Investment Advisory, LLC
118,129$3.5M2.7%ETFLowSan Francisco, CA2026-10-19
RTD Financial Advisors, Inc.
116,111$3.4M0.4%ETFLowPhiladelphia, PA2026-10-09
Ridgewood Investments LLC
116,090$3.4M1.3%ValueMediumSpringfield, NJ2026-10-05
ARK & TLK Investments, LLC
115,756$3.4M0.8%ETFLowOklahoma City, OK2026-10-20
Financial Futures Ltd Liability Co.
115,432$3.4M1.3%ETFLowBrielle, NJ2026-10-13
Foster Group, Inc.
114,093$3.3M0.1%ETFVery LowUrbandale, IA2026-10-13
Gleason Group, Inc.
113,843$3.3M0.3%ETFVery LowProspect, KY2026-10-15
Advus Financial Partners, LLC
113,191$3.3M0.9%ETFLowWinter Park, FL2026-10-20
Segment Wealth Management, LLC
111,446$3.3M0.2%CoreLowHouston, TX2026-10-26
YHB Investment Advisors, Inc.
111,446$3.3M0.2%GrowthLowWest Hartford, CT2026-10-08
Kingswood Wealth Advisors, LLC
110,620$3.2M0.1%GrowthLowSan Diego, CA2026-10-23
Lincoln Capital Corp
110,578$3.2M1.1%ETFMediumEast Greenwich, RI2026-10-13
Financial Consulate, Inc
109,971$3.2M0.4%ETFLowHunt Valley, MD2026-10-23
Cherry Tree Wealth Management, LLC
109,813$3.2M0.6%ETFVery LowMinnetonka, MN2026-10-15
Angeles Wealth Management, LLC
108,817$3.2M0.1%ETFLowSanta Monica, CA2026-10-26
Skyline Advisors, Inc.
108,714$3.2M1.0%ETFMediumBellingham, WA2026-11-03
Prospera Financial Services Inc
107,767$3.1M0.0%CoreMediumDallas, TX2026-11-04
RVW Wealth, LLC
107,656$3.2M0.2%ETFVery LowLos Angeles, CA2026-10-06
MCF Advisors LLC
106,527$3.1M0.1%ETFLowLexington, KY2026-10-28
Simplicity Wealth,LLC
106,020$3.1M0.1%ETFLowSummit, NJ2026-10-23
Sjbenen Advisory, LLC
105,153$3.1M1.9%ETFLowChapel Hill, NC2026-10-19
Cathy Pareto & Associates, Inc
105,001$3.1M1.8%ETFLowCoral Gables, FL2026-10-15
Farrow Financial, Inc.
103,858$3.0M1.6%ETFLowSouth Burlington, VT2026-10-30
Midwest Capital Advisors, LLC
103,702$3.0M1.1%ETFHighGrand Rapids, MI2026-11-04
Optima Capital LLC
103,506$3.0M1.2%ETFHighPortland, OR2026-10-29
Wilkins Miller Wealth Management, LLC
103,345$3.0M1.7%ETFVery LowMobile, AL2026-10-13
Elser Financial Planning, Inc
102,953$3.0M0.1%GARPLowIndianapolis, IN2026-10-16
Intrua Financial, LLC
101,879$3.0M0.3%ETFMediumHouston, TX2026-10-28
Dhjj Financial Advisors, Ltd.
101,848$3.0M0.9%ETFVery LowNaperville, IL2026-10-23
Values Added Financial LLC
101,261$3.0M1.1%ETFLowWashington, DC2026-10-28
Boltwood Capital Management
101,082$3.0M0.7%ETFVery LowWalnut Creek, CA2026-10-02
Noble Family Wealth, LLC
99,749$2.9M0.5%ETFVery LowClearwater, FL2026-10-26
Mather Group, Llc.
99,029$2.9M0.0%ETFMediumChicago, IL2026-10-14
Wealth Group Ltd
98,383$2.9M0.5%ETFLowEden Prairie, MN2026-10-07
Indivisible Partners
98,075$2.9M0.1%GrowthMediumClearwater, FL2026-10-26
Ironwood Wealth Management, Llc.
97,985$2.9M0.6%ETFLowChandler, AZ2026-10-28
West Paces Advisors Inc.
97,712$2.9M0.5%ETFLowAtlanta, GA2026-10-13
Abundance Wealth Counselors
97,693$2.9M0.4%GrowthLowState College, PA2026-10-26
Mason & Associates, LLC
96,987$2.8M0.6%ETFVery LowNewport News, VA2026-10-26
Larson Financial Group LLC
93,741$2.7M0.1%GrowthLowSt Louis, MO2026-11-05
ZWJ Investment Counsel Inc
93,595$2.7M0.1%CoreLowAtlanta, GA2026-10-15
CX Institutional
92,135$2.7K0.1%CoreMediumAuburn, IN2026-10-02
Penney Financial, LLC
90,268$2.6M0.8%ETFMediumHouston, TX2026-10-20
SpringVest Wealth Management LLC
89,535$2.6M1.6%ETFLowDallas, TX2026-10-27
Pinnacle Associates LTD
89,246$2.6M0.0%CoreLowNew York, NY2026-10-20
Weaver Capital Management LLC
88,099$2.6M0.5%GrowthMediumSuwanee, GA2026-10-15
AMI Investment Management Inc
87,313$2.6M0.5%ETFLowKendallville, IN2026-10-27
Essex LLC
87,143$2.6M0.4%ETFLowDeer Park, IL2026-10-14
Perigon Wealth Management, LLC
87,130$2.6M0.0%GrowthLowSan Francisco, CA2026-10-22
Great Waters Wealth Management
85,827$2.5M0.2%ETFVery LowShoreview, MN2026-10-07
Luminvest Wealth Management LLC
85,137$2.5M0.7%ETFVery LowScottsdale, AZ2026-10-14
Selective Wealth Management, Inc.
84,142$2.5M0.6%ETFLowForest, VA2026-10-16
Modera Wealth Management, LLC
83,771$2.5M0.0%ETFVery LowWestwood, NJ2026-10-28
D'Orazio & Associates, Inc.
83,746$2.5M0.3%ETFLowVienna, VA2026-11-04
First National Bank of Mount Dora, Trust Investment Services
83,063$2.4M0.5%CoreMediumMount Dora, FL2026-10-21
SteelPeak Wealth, LLC
82,851$2.4M0.1%GrowthHighWoodland Hills, CA2026-10-16
PDS Planning, Inc
82,360$2.4M0.1%IndexVery LowDublin, OH2026-11-03
Spectrum Asset Management, Inc. (NB )
82,157$2.4M0.7%CoreMediumNewport Beach, CA2026-10-19
Keybank National Association
81,865$2.4M0.0%CoreLowBrooklyn, OH2026-11-04
Kestra Private Wealth Services, LLC
81,684$2.4M0.0%GrowthLowAustin, TX2026-10-30
Nicholas Hoffman & Company, Llc.
81,625$2.4M0.1%ETFVery LowAtlanta, GA2026-10-30
Traphagen Investment Advisors LLC
80,962$2.4M0.2%ETFLowOradell, NJ2026-10-14
NorthCrest Asset Manangement, LLC
80,562$2.4M0.1%GrowthLowPlymouth, MN2026-10-13
Van Cleef Asset Management,Inc
79,668$2.3M0.2%CoreVery LowBeachwood, OH2026-10-20
Clear Retirement Advice LLC
79,147$2.3M1.6%ETFVery LowSan Mateo, CA2026-10-22
Barden Capital Management, Inc.
77,947$2.3M2.1%GrowthLowAustin, TX2026-10-09
Financial Management Professionals, Inc.
76,775$2.3M0.2%ETFMediumAustin, TX2026-10-23
Souders Financial Advisors
76,382$2.2M0.2%ETFLowCincinnati, OH2026-11-03
Sawgrass Asset Management LLC
76,265$2.2M0.3%GrowthMediumPonte Vedra Beach, FL2026-11-03
Exchange Bank
75,250$2.2M1.4%CoreLowSanta Rosa, CA2026-10-07
Encompass More Asset Management
74,515$2.2M0.3%ETFHighDanville, CA2026-10-16
Quadrant Capital Group LLC
74,386$2.2M0.1%CoreLowCincinnati, OH2026-10-20
Diversify Wealth Management, LLC
73,885$2.2M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
73,885$2.2M0.0%GrowthLowSandy, UT2026-10-20
Csenge Advisory Group
73,884$2.2M0.1%ETFMediumClearwater, FL2026-11-04
Sunpointe, LLC
73,589$2.2M0.7%GrowthMediumSt. Louis, MO2026-10-22
Concurrent Investment Advisors, LLC
73,569$2.2M0.0%GrowthMediumTampa, FL2026-10-16
Regent Peak Wealth Advisors LLC
72,263$2.1M0.4%GrowthLowAtlanta, GA2026-10-13
Aspiriant, LLC
71,710$2.1M0.1%ETFVery LowLos Angeles, CA2026-10-16
Bigelow Investment Advisors, LLC
70,021$2.1M0.7%ETFLowPortland, ME2026-10-13
Newman Dignan & Sheerar, Inc.
69,984$2.1M0.4%ETFLowProvidence, RI2026-10-21
Gradient Capital Advisors, LLC
68,536$2.0M0.5%ETFLowSan Diego, CA2026-10-21
CMH Wealth Management LLC
68,270$2.0M0.3%GrowthLowPortsmouth, NH2026-10-22
waypoint wealth counsel
67,069$2.0M1.1%CoreLowAtlanta, GA2026-10-22
FSM Wealth Advisors, LLC
66,937$2.0M0.2%ETFLowCleveland, OH2026-10-27
S.A. Mason LLC
66,870$2.0M0.6%GrowthVery LowHolland, MI2026-10-13
Eley Financial Management, Inc
66,723$2.0M0.6%ETFVery LowSouth Burlington, VT2026-11-03
Keeler & Nadler Financial Planning & Wealth Management
66,664$2.0M0.5%ETFLowDublin, OH2026-10-28
Value Investment Professionals, LLC
66,315$1.9M1.7%ETFHighNew York, NY2026-10-13
North Forty Two & Co.
66,101$1.9M1.6%ETFVery LowLake Oswego, OR2026-10-19
HUB Investment Partners, LLC
65,202$1.9M0.0%GrowthLowAustin, TX2026-11-03
Blossom Wealth Management
64,539$1.9M2.5%GrowthLowSan Ramon, Ca, CA2026-11-03
Missouri Trust & Investment Co
64,457$1.9M0.5%CoreVery LowSpringfield, MO2026-11-04
Citizens Financial Group Inc
64,308$1.9M0.0%GrowthLowProvidence, RI2026-10-23
CGN Advisors LLC
64,224$1.9M0.1%ETFLowManhattan, KS2026-10-21
Abacus Planning Group, Inc.
64,103$1.9M0.2%ETFLowColumbia, SC2026-11-02
Ethic Inc.
63,380$1.9M0.0%CoreLowNew York, NY2026-11-03
Lionshead Wealth Management, LLC
63,254$1.9M1.3%ETFLowNew York, NY2026-10-21
RKL Wealth Management LLC
63,231$1.9M0.1%ETFVery LowLancaster, PA2026-10-16
Northern Lights Advisors, Inc.
62,229$1.8M1.0%ETFVery LowSeattle, WA2026-10-21
MGO One Seven LLC
61,973$1.8M0.0%GrowthLowBeachwood, OH2026-10-28
Redhawk Wealth Advisors, Inc.
61,953$1.8M0.2%ETFHighMinneapolis, MN2026-10-14
Lake Street Private Wealth, LLC
61,200$1.8M0.2%GrowthLowChicago, IL2026-10-22
Trust Co of Vermont
61,174$1.8M0.1%CoreVery LowBrattleboro, VT2026-10-21
Summit Place Financial Advisors, LLC
59,029$1.7M0.8%CoreMediumSummit, NJ2026-10-23
LexAurum Advisors, LLC
58,853$1.7M0.2%ETFLowOverland Park, KS2026-10-19
D.A. Davidson & Co.
57,633$1.7M0.0%CoreLowGreat Falls, MT2026-10-28
Redw Wealth LLC
57,513$1.7M0.6%ETFLowAlbuquerque, NM2026-11-02
Wealth Architects, LLC
57,356$1.7M0.1%ETFVery LowMountain View, CA2026-11-03
Riverchase Wealth Management, LLC
57,249$1.7M0.8%ETFMediumFlower Mound, TX2026-10-28
Fonville Wealth Management LLC
57,211$1.7M0.3%ETFVery LowRichmond, VA2026-10-28
Main Street Group, LTD
56,341$1.7M0.4%ETFMediumGlen Allen, VA2026-10-28
Signature Resources Capital Management, LLC
56,004$1.6M0.7%ETFLowNewport Beach, CA2026-10-16
Acorn Wealth Advisors, LLC
55,578$1.6M0.4%ETFLowGrand Blanc, MI2026-10-19
Private Trust Co NA
55,091$1.6M0.1%CoreLowCleveland, OH2026-10-20
Ullmann Wealth Partners Group, LLC
55,028$1.6M0.1%ETFLowJacksonville Beach, FL2026-11-02
Provident Living Financial Services, Inc.
54,974$1.6M1.6%GARPLowLehi, UT2026-11-03
Roffman Miller Associates Inc
54,791$1.6M0.1%CoreVery LowPhiladelphia, PA2026-10-19
Grant Street Asset Management, Inc.
54,406$1.6M0.3%ETFVery LowCanonsburg, PA2026-10-26
Park Avenue Securities LLC
54,012$1.6K0.0%ETFMediumNew York, NY2026-10-26
Prevail Innovative Wealth Advisors, LLC
53,817$1.6M0.2%CoreVery HighLeawood, KS2026-10-20
Greenspring Advisors, LLC
53,332$1.6M0.1%ETFVery LowTowson, MD2026-11-05
Bailard, Inc.
53,264$1.6M0.0%GrowthMediumFoster City, CA2026-10-13
Morling Financial Advisors, LLC
53,106$1.6M0.4%ETFLowFremont, CA2026-10-28
Freedom Financial Partners LLC
52,931$1.6M0.5%ETFLowOakdale, MN2026-10-19
Firethorn Wealth Partners, LLC
52,198$1.5M0.5%ETFLowAugusta, GA2026-10-14
Hurley Capital, LLC
51,792$1.5M0.7%GARPMediumNew York, NY2026-11-05
Elwood & Goetz Wealth Advisory Group, LLC
51,234$1.5M0.2%ETFLowAthens, GA2026-10-28
RMG Wealth Management LLC
50,976$1.5M0.2%ETFVery HighPlatteville, WI2026-10-26
Tandem Investment Partners LLC
50,775$1.5M1.1%ETFLowBordentown, NJ2026-10-16
Midwest Financial Group LLC
49,312$1.4M0.5%ETFLowOverland Park, KS2026-10-15
AdvisorNet Financial, Inc
49,226$1.5M0.1%ETFLowMinnetonka, MN2026-10-15
W.H. Cornerstone Investments Inc.
49,027$1.4M0.8%CoreLowKingston, MA2026-11-03
Attessa Capital LLC
48,135$1.4M0.6%ETFVery LowTucson, AZ2026-10-09
Klaas Financial Asset Advisors, LLC
48,128$1.4M0.2%ETFVery LowLoves Park, IL2026-10-19
Foresight Capital Management Advisors, Inc.
47,974$1.4M0.7%CoreMediumSaline, MI2026-10-27
Cornerstone Planning, LLC
47,712$1.4M0.3%CoreMediumCharlotte, NC2026-10-27
Physician Wealth Solutions Inc.
46,639$1.4M0.5%ETFLowNorth Las Vegas, NV2026-10-14
Penobscot Investment Management Company, Inc.
46,220$1.4M0.1%GrowthLowBoston, MA2026-10-26
Integrated Advisors Network LLC
45,745$1.3M0.1%GrowthMediumDallas, TX2026-10-20
Apella Capital, LLC
45,299$1.4M0.0%ETFVery LowWest Hartford, CT2026-10-08
Colorado Capital Management, Inc.
43,798$1.3K0.0%ETFVery LowBoulder, CO2026-10-15
Axos Invest Inc.
43,750$1.3M1.0%ETFMediumLas Vegas, NV2026-10-21
Smith Salley Wealth Management
43,532$1.3M0.1%GrowthLowGreensboro, NC2026-11-03
Smith & Howard Wealth Management, LLC
43,406$1.3M0.2%ETFLowAtlanta, GA2026-10-27
Grimes & Co Wealth Management, LLC
43,299$1.3M0.0%CoreLowWestborough, MA2026-10-29
Prairie Advisory, LLC
42,804$1.3M0.1%ETFN/ALeawood, KS2026-10-19
Ballast Rock Private Wealth LLC
42,442$1.2M0.6%ETFMediumCharleston, SC2026-10-26
Citigroup Inc
42,133$1.2M0.0%CoreMediumNew York, NY2026-11-04
Whitaker-Myers Wealth Managers, Ltd.
41,914$1.2M0.2%ETFMediumMansfield, OH2026-10-09
Eagle Harbor Asset Management Inc
41,884$1.2M0.9%GARPLowSeattle, WA2026-10-21
EverSource Wealth Advisors, LLC
41,589$1.2M0.0%CoreMediumBirmingham, AL2026-11-04
Altus Wealth Group LLC
41,266$1.2M0.5%ETFLowColorado Springs, CO2026-10-20
Mengis Capital Management, Inc.
41,144$1.2M0.2%CoreLowPortland, OR2026-10-13
Evanson Financial, LLC
40,834$1.2M0.1%ETFN/AMclean, VA2026-10-23
Greenleaf Trust
40,725$1.2M0.0%CoreLowKalamazoo, MI2026-10-29
Capital Advisors, Ltd. LLC
40,568$1.2K0.0%ETFLowShaker Heights, OH2026-10-27
L.K. Benson & Company, P.C.
40,257$1.2M0.4%YieldVery LowTimonium, MD2026-10-23
Quantify Chaos Advisors, LLC
40,241$1.2M2.7%ETFMediumBrooklyn, NY2026-11-04
Barrett & Company, Inc.
39,725$1.2M0.3%ETFLowProvidence, RI2026-10-22
Waycross Investment Management Co
39,719$1.2M0.9%ETFLowBellingham, WA2026-10-14
Evermay Wealth Management LLC
39,552$1.2M0.1%ETFLowArlington, VA2026-11-05
Avantax Planning Partners, Inc.
39,518$1.2M0.0%ETFLowDubuque, IA2026-11-03
One Day In July LLC
39,036$1.1M0.1%ETFVery LowBurlington, VT2026-10-30
Tompkins Financial Corp
38,998$1.1M0.1%CoreLowIthaca, NY2026-10-05
Twelve Points Wealth Management LLC
38,675$1.1M0.2%ETFMediumConcord, MA2026-11-03
Soltis Investment Advisors LLC
38,506$1.1M0.1%CoreMediumSt. George, UT2026-10-28
Gerber Kawasaki Wealth & Investment Management
38,237$1.1M0.0%ETFLowSanta Monica, CA2026-10-29
Apollon Financial, LLC
38,096$1.1M0.1%ETFVery LowMount Pleasant, SC2026-10-23
Magnus Financial Group LLC
38,020$1.1M0.1%ETFLowNew York, NY2026-10-21
High Probability Advisors, LLC
37,555$1.1M0.1%ETFVery LowPittsford, NY2026-10-19
Ironwood Financial, llc
37,457$1.1M0.2%ETFLowTucson, AZ2026-10-20
Madrid Wealth Management, LLC
37,343$1.1M0.7%ETFLowAlbuquerque, NM2026-10-23
Pinnacle Wealth Management Advisory Group, LLC
37,309$1.1M0.1%GrowthLowRed Bank, NJ2026-10-23
Carolina Wealth Management Inc
37,124$1.1M0.5%ETFN/AGreenville, NC2026-10-29
Abound Wealth Management
37,013$1.1M0.2%ETFVery LowFranklin, TN2026-10-26
Cap Partners, LLC
36,971$1.1M0.5%ETFLowFranklin, TN2026-10-19
Burkett Financial Services, LLC
36,744$1.1M0.3%ETFLowRock Hill, SC2026-10-01
Diligent Investors, LLC
36,386$1.1M0.2%CoreLowRedlands, CA2026-10-21
BLB&B Advisors, LLC
36,066$1.1M0.0%ETFLowMontgomeryville, PA2026-10-27
Envision Financial LLC
35,955$1.2M0.5%ETFLowBrookfield, WI2026-10-15
Lynx Investment Advisory
35,692$1.0M0.3%ETFLowWashington, Dc, DC2026-10-27
PFG Advisors
35,644$1.0M0.1%ETFMediumPhoenix, AZ2026-10-16
McCarthy Asset Management, Inc.
35,157$1.0M0.5%ETFMediumRedwood Shores, CA2026-10-20
Burton Enright Welch
35,087$1.0M0.1%ETFVery LowWalnut Creek, CA2026-11-04
Guardian Wealth Management, Inc.
34,496$1.0M0.5%GARPMediumPeoria, IL2026-10-30
Country Trust Bank
34,485$1.0M0.0%GrowthLowBloomington, IL2026-10-30
Adkins Seale Capital Management LLC
34,200$1.0M0.8%CoreVery LowShreveport, LA2026-10-27
Gilpin Wealth Management, LLC
34,174$1.0M0.7%GrowthLowDenver, CO2026-10-09
Legacy Wealth Management, LLC
33,797$990.6K0.1%ETFLowMemphis, TN2026-10-22
HBW Advisory Services LLC
33,768$989.7K0.1%ETFMediumSimi Valley, CA2026-10-15
FF Advisors,LLC
33,683$987.2K0.4%ETFLowManhattan Beach, CA2026-10-21
DecisionPoint Financial, LLC
33,423$982.3K0.2%ETFVery LowMesa, AZ2026-10-27
Beacon Capital Management, LLC
33,211$973.4K0.1%ETFMediumFranklin, TN2026-10-23
Chilton Capital Management LLC
33,073$969.4K0.0%GrowthMediumHouston, TX2026-10-28
DecisionMap Wealth Management, LLC
33,053$968.8K0.5%ETFLowGreat Falls, VA2026-10-29
Lawood & Co
32,510$952.9K0.7%CoreLowWilliamsport, PA2026-10-09
Consilium Wealth Advisory, LLC
32,405$949.8K0.3%GrowthLowFrisco, TX2026-10-14
Builder Investment Group Inc
32,371$948.8K0.2%GrowthVery LowAtlanta, GA2026-10-22
Hudock, Inc.
32,219$944.4K0.1%ETFLowWilliamsport, PA2026-10-14
Apex Wealth Management, LLC
31,677$928.5K0.5%ETFMediumBedford, NH2026-10-20
Womack Financial LLC
31,624$926.9K0.6%CoreVery LowDallas, TX2026-10-14
Foster Victor Wealth Advisors, LLC
31,436$924.2K0.0%CoreMediumGreenville, SC2026-10-21
Veracity Capital LLC
31,020$909.2K0.2%GrowthLowAtlanta, GA2026-10-08
Wealthcare Capital Management LLC
30,952$907.2K0.1%ETFVery LowRichmond, VA2026-10-21
Root Financial Partners, LLC
30,790$902.5K0.0%ETFMediumEncinitas, CA2026-10-21
Nova Financial LLC
30,586$896.5K0.4%N/AN/ATucson, AZ2026-11-04
Signature Estate & Investment Advisors LLC
30,292$887.8K0.0%ETFMediumLos Angeles, CA2026-10-13
Capital Planning LLC
30,216$885.6K0.2%ETFLowBellevue, WA2026-10-09
Costello Asset Management, Inc
29,903$876.5K0.3%CoreLowFeasterville, PA2026-10-30
Forum Financial Management, LP
29,876$875.7K0.0%ETFLowLombard, IL2026-10-16
North Star Investment Management Corp.
29,352$860.3K0.0%CoreLowChicago, IL2026-10-27
First Fiduciary Investment Counsel, Inc.
28,818$8450.0%CoreLowCleveland, OH2026-10-27
BNC Wealth Management, LLC
28,571$837.4K0.2%GrowthHighBeaverton, OR2026-10-19
Avidian Wealth Enterprises, LLC
28,306$829.6K0.0%ETFLowHouston, TX2026-10-08
First Citizens Bank & Trust Co
28,168$825.6K0.0%CoreMediumRaleigh, NC2026-10-14
First Heartland Consultants, Inc.
28,066$822.6K0.1%ETFMediumLake St. Louis, MO2026-10-08
Fulcrum Equity Management
27,984$820.2K0.7%GrowthHighPlano, TX2026-10-21
Tannin Capital LLC
27,896$817.6K0.6%CoreMediumCharlotte, NC2026-11-05
Grandview Asset Management LLC
27,782$814.3K0.2%Agg GrowthLowHarrisburg, PA2026-10-19
Foundation Wealth Management, Llc\pa
27,594$808.8K0.3%ETFLowMedia, PA2026-10-14
Cahaba Wealth Management, Inc.
27,496$805.9K0.0%ETFVery LowAtlanta, GA2026-10-26
KRM Wealth Management L.L.C.
27,288$799.8K0.3%ETFVery LowReno, NV2026-11-02
Total Clarity Wealth Management, Inc.
27,151$795.8K0.2%ETFMediumSt. Charles, IL2026-10-26
Twele Capital Management, Inc.
26,916$788.9K0.1%ETFVery LowMinnetonka, MN2026-10-13
Townsend Asset Management Corp
26,862$787.3K0.2%CoreLowRaleigh, NC2026-10-29
Baker Tilly Wealth Management, LLC
26,594$779.5K0.2%GrowthLowMadison, WI2026-10-05
Patton Albertson Miller Group, LLC
26,563$778.6K0.1%CoreLowChattanooga, TN2026-10-26
ADE, LLC
26,513$777.1K0.3%ETFLowBaltimore, MD2026-10-29
True Blue Financial, LLC
26,481$776.2K0.3%ETFLowStevensville, MI2026-10-15
Milestones Private Investment Advisors LLC
26,286$770.4K0.6%ETFMediumFairport, NY2026-10-19
Perennial Advisors, LLC
26,270$770.0K0.1%CoreLowNew York, NY2026-10-13
R. W. Roge & Company, Inc.
25,969$7610.0%ETFVery LowBohemia, NY2026-11-04
Advisor OS, LLC
25,819$756.8K0.0%ETFMediumChicago, IL2026-11-03
McAdam, LLC
25,359$743.3K0.0%ETFLowPhiladelphia, PA2026-10-21
Elevation Point Wealth Partners, LLC
25,253$740.4K0.0%CoreHighDenver, CO2026-11-05
Shepherd Street Advisors LLC
25,142$752.0K0.6%GrowthLowLarkspur, CA2026-10-21
Scott & Selber, Inc.
25,123$736.3K0.2%GrowthVery LowHouston, TX2026-10-21
Pinnacle Bancorp, Inc.
25,092$735.4K0.2%CoreVery LowBeatrice, NE2026-10-21
Shakespeare Wealth Management, LLC
25,089$735.4K0.1%ETFMediumPewaukee, WI2026-10-28
Worth Asset Management, LLC
25,075$734.9K0.2%ETFHighDallas, TX2026-10-07
Hamilton Point Investment Advisors, LLC
25,067$734.7K0.1%CoreLowChapel Hill, NC2026-11-03
Apollon Wealth Management, LLC
25,053$734.3K0.0%GrowthLowMount Pleasant, SC2026-10-23
Walkner Condon Financial Advisors LLC
25,022$733.4K0.1%ETFLowVerona, WI2026-11-02
Pacific Capital Wealth Advisors, Inc.
24,835$727.9K0.1%ETFLowCorona, CA2026-10-22
Olio Financial Planning
24,779$726.3K0.2%ETFVery LowMclean, VA2026-10-22
Daymark Wealth Partners, LLC
24,585$720.6K0.0%CoreLowCincinnati, OH2026-11-04
Lederer & Associates Investment Counsel
24,470$7170.0%GrowthLowLong Beach, CA2026-10-23
Iron Financial LLC
23,426$686.6K0.3%ETFLowNorthbrook, IL2026-10-23
Tritonpoint Wealth, LLC
23,412$686.2K0.1%CoreLowChevy Chase, MD2026-10-19
Integral Investment Advisors, Inc.
23,250$681.5K0.1%ETFVery LowTurlock, CA2026-11-03
Lanark Financial, Inc.
23,240$681.2K0.0%CoreMediumBirmingham, AL2026-10-26
Abacus Wealth Partners, LLC
23,198$679.9K0.1%ETFLowSanta Monica, CA2026-11-03
Curated Wealth Partners LLC
22,996$674.0K0.1%GARPLowEl Segundo, CA2026-10-15
Summit Asset Management, LLC
22,983$673.6K0.1%ETFLowMemphis, TN2026-11-05
Perryman Financial Advisory Inc
22,842$669.5K0.1%GrowthVery LowDallas, TX2026-10-16
Integris Wealth Management, LLC
22,591$662.1K0.1%ETFVery LowMonterey, CA2026-10-14
Blue Trust, Inc.
22,555$661.1K0.0%ETFLowBrentwood, TN2026-10-15
Black Diamond Financial, LLC
22,457$658.2K0.1%ETFVery LowTowson, MD2026-10-26
Shuttleworth & Co
22,434$657.5K0.5%GrowthLowPowell, OH2026-10-30
Landaas & Co
22,280$653.0K0.1%ETFVery LowMilwaukee, WI2026-10-29
Creative Capital Management Investments LLC
22,178$650.0K0.1%ETFLowSan Diego, CA2026-10-28
Total Investment Management Inc
22,150$649.2K0.1%ETFLowScottsdale, AZ2026-10-22
Aletheian Wealth Advisors LLC
22,072$646.9K0.3%ETFVery LowBellevue, WA2026-10-08
Everett Harris & Co
22,025$645.6K0.0%CoreVery LowLos Angeles, CA2026-10-28
Signal Advisors Wealth, LLC
21,939$643.0K0.0%ETFLowDetroit, MI2026-10-13
Annex Advisory Services, LLC
21,916$642.3K0.0%GrowthHighBrookfield, WI2026-10-16
Stone Summit Wealth LLC
21,830$639.8K0.2%ETFLowMiami, FL2026-10-14
Bennett Selby Investments LP
21,779$638.4K0.2%CoreVery LowFalmouth, ME2026-10-19
Vanguard Capital Wealth Advisors
21,674$635.3K0.4%GrowthMediumDenver, CO2026-10-16
Cullen T Bankers, Inc.
21,450$628.7K0.0%GrowthLowSan Antonio, TX2026-10-28
Aquire Wealth Advisors, LLC
21,310$624.6K0.1%ETFVery LowSalt Lake City, UT2026-10-23
Traynor Capital Management, Inc.
21,211$621.7K0.0%GrowthLowMalvern, PA2026-10-29
Shira Ridge Wealth Management
21,114$618.9K0.2%ETFLowLarkspur, CA2026-10-09
Layline Advisors, LLC
21,007$615.7K0.6%ETFLowRochester, NY2026-11-02
Solutions 4 Wealth, Ltd
20,984$615.0K0.7%ETFMediumSouthlake, TX2026-11-03
Stewardship Concepts Financial Services LLC
20,500$600.9K0.4%ETFLowSpokane, WA2026-10-06
Davenport & Co LLC
20,500$600.9K0.0%CoreMediumRichmond, VA2026-10-14
Denver PWM, LLC
20,415$598.4K0.2%ETFLowDenver, CO2026-10-22
Cdkv Holdings LLC
20,396$597.8K0.5%ETFMediumDenver, CO2026-10-28
Fiduciary Alliance LLC
20,129$590.0K0.0%CoreMediumGreenville, SC2026-10-13
Summit Wealth Group LLC / Co
20,107$589.3K0.0%ETFHighColorado Springs, CO2026-10-29
TrustWell Financial Advisors, LLC
20,040$587.4K0.5%ETFMediumJacksonville, FL2026-10-15
Clay Northam Wealth Management, LLC
19,986$585.8K0.3%GrowthVery LowHuntington Beach, CA2026-10-13
Wernau Asset Management Inc.
19,554$573.1K0.3%CoreVery LowGloucester, MA2026-10-19
Opulen Financial Group LLC
19,497$571.5K0.4%ETFVery LowArlington, VA2026-10-22
Blankinship & Foster, LLC
19,398$568.6K0.1%ETFVery LowSolana Beach, CA2026-10-19
Evergreen Capital Management LLC
19,327$566.5K0.0%GARPMediumBellevue, WA2026-10-23
Smithbridge Asset Management Inc
19,237$563.8K0.1%GrowthLowChadds Ford, PA2026-10-19
Trust Point Inc.
18,962$555.8K0.0%CoreMediumLa Crosse, WI2026-10-27
Continuum Wealth Advisors, LLC
18,961$555.7K0.2%ETFMediumSaratoga Springs, NY2026-10-20
GC Wealth Management RIA, LLC
18,954$555.5K0.0%GrowthMediumCambridge, MA2026-11-02
Aull & Monroe Investment Management Corp
18,926$554.7K0.2%CoreVery LowMobile, AL2026-10-16
Clarity Capital Advisors, LLC
18,921$554.6K0.2%ETFVery LowLakewood Ranch, FL2026-10-27
Fulton Breakefield Broenniman LLC
18,865$552.9K0.0%GrowthLowBethesda, MD2026-11-03
Balefire, LLC
18,840$552.2K0.1%ETFMediumDallas, TX2026-10-09
Harbor Asset Planning, Inc.
18,826$551.8K0.4%ETFVery LowBelmont, MA2026-10-23
Revolve Wealth Partners, LLC
18,742$549.3K0.1%ETFVery LowHackensack, NJ2026-10-23
Canvas Wealth Advisors, LLC
18,655$552.4K0.1%GrowthLowShawnee, KS2026-11-02
Creative Financial Designs Inc
18,608$545.4K0.0%ETFMediumKokomo, IN2026-11-04
Your Advocates Ltd., LLP
18,529$543.1K0.2%ETFLowHouston, TX2026-11-03
71 West Capital Partners
18,417$539.8K0.0%IndexVery LowBoston, MA2026-11-04
Heritage OAK Wealth Advisors LLC
18,391$539.0K0.2%ValueHighSanta Rosa Beach, FL2026-10-14
Murphy & Mullick Capital Management Corp
18,358$538.1K0.3%GrowthLowSmithtown, NY2026-11-02
Shepherd Financial Partners LLC
18,197$533.4K0.0%ETFLowWinchester, MA2026-11-03
Hardin Capital Partners, LLC
18,188$533.1K0.3%YieldVery LowGreenville, SC2026-10-09
Sage Rhino Capital LLC
18,112$530.9K0.1%ETFLowMenlo Park, CA2026-10-28
Old North State Wealth Management, LLC
17,937$525.8K0.2%ValueMediumWilmington, NC2026-10-22
Garde Capital, Inc.
17,869$523.7K0.0%ETFLowSeattle, WA2026-10-29
Portland Financial Advisors Inc
17,851$523.2K0.9%ETFVery LowPort Washington, NY2026-10-26
Armbruster Capital Management, Inc.
17,769$520.8K0.1%ETFVery LowPittsford, NY2026-10-19
Sage Financial Group Inc
17,735$519.8K0.0%ETFVery LowW. Conshohocken, PA2026-10-27
Parsons Capital Management Inc
17,612$516.2K0.0%CoreLowProvidence, RI2026-10-28
Jeppson Wealth Management, LLC
17,368$509.1K0.1%CoreLowManhattan Beach, CA2026-10-20
Jamison Private Wealth Management, Inc.
17,338$508.2K0.1%GrowthVery LowMilton, GA2026-10-14
Weatherly Asset Management L. P.
17,275$506.3K0.0%GrowthVery LowDel Mar, CA2026-10-20
Armstrong Advisory Group, Inc
17,152$502.7K0.0%ETFHighNeedham, MA2026-10-09
Members Wealth LLC
17,051$509.0K0.3%ETFLowMedia, PA2026-10-20
Arlington Trust Co LLC
16,907$495.5K0.0%ETFMediumBirmingham, AL2026-10-20
Wavvest Wealth LLC
16,895$495.2K0.4%ETFN/AChicago, IL2026-10-21
Klingman & Associates, LLC
16,862$494.2K0.0%ETFVery LowNew York, NY2026-10-20
Plante Moran Financial Advisors, LLC
16,840$493.6K0.0%ETFVery LowSouthfield, MI2026-11-04
StoneX Group Inc.
16,823$493.1K0.0%ETFMediumNew York, NY2026-11-03
Trek Financial, LLC
16,799$492.4K0.0%ETFHighScottsdale, AZ2026-10-29
United Asset Strategies, Inc.
16,737$490.6K0.0%GrowthLowGarden City, NY2026-10-28
Moneco Advisors, LLC
16,649$488.0K0.0%ETFLowFairfield, CT2026-11-05
Aviance Capital Partners, LLC
16,563$485.5K0.0%CoreLowNaples, FL2026-10-29
Accurate Wealth Management, LLC
16,526$493.3K0.0%CoreMediumWesley Chapel, FL2026-10-20
West Financial Advisors, LLC
16,492$483.4K0.1%ETFLowDes Moines, IA2026-10-22
Fiduciary Financial Group, LLC
16,412$481.0K0.1%ETFLowSan Rafael, CA2026-10-13
Mogy Joel R Investment Counsel Inc
16,398$480.6K0.0%GrowthVery LowBeverly Hills, CA2026-10-13
Canandaigua National Bank & Trust Co
16,390$480.4K0.0%CoreVery LowCanandaigua, NY2026-10-07
Cornerstone Planning Group LLC
16,316$488.0K0.1%ETFMediumFairfield, NJ2026-10-16
Verum Partners LLC
16,015$469.4K0.1%ETFLowCharlotte, NC2026-10-21
Precedent Wealth Partners, LLC
15,879$465.4K0.1%ETFMediumHouston, TX2026-10-21
Live Oak Investment Partners
15,828$463.9K0.3%ETFMediumAustin, TX2026-10-23
Kohmann Bosshard Financial Services, LLC
15,740$461.3K0.0%ETFLowFairlawn, OH2026-11-04
Independent Financial Group, LLC
15,646$458.6K0.0%GrowthLowSan Diego, CA2026-10-13
Balentine LLC
15,468$453.4K0.0%ETFLowAtlanta, GA2026-11-03
Bill Few Associates, Inc.
15,426$452.1K0.1%CoreVery LowSewickley, PA2026-10-09
Trust Co of Toledo NA
15,411$451.7K0.0%GrowthVery LowHolland, OH2026-10-16
Capital Investment Advisors, LLC
15,376$450.7K0.0%CoreLowAtlanta, GA2026-10-22
Financial Synergies Wealth Advisors, Inc.
15,355$450.1K0.0%ETFVery LowHouston, TX2026-10-16
Valeo Financial Advisors, LLC
15,330$449.3K0.0%ETFLowCarmel, IN2026-10-08
Clarity Wealth Advisors, LLC
15,324$449.2K0.1%ETFVery LowSan Jose, CA2026-10-21
Glenview Trust Co
15,260$447.3K0.0%GrowthVery LowLouisville, KY2026-10-28
Cooke Wealth Management, LLC
15,187$445.1K0.4%ETFVery LowIrvine, CA2026-10-13
Relyea Zuckerberg Hanson LLC
15,072$441.8K0.0%ETFLowStamford, CT2026-10-20
Able Wealth Management LLC
15,052$448.7K0.1%ETFMediumToms River, NJ2026-10-13
RIA Advisory Group LLC
15,019$440.2K0.1%ETFHighSioux Falls, SD2026-10-15
Culbertson A N & Co Inc
15,000$439.7K0.1%CoreVery LowCharlottesville, VA2026-10-21
Partners Wealth Management, LLC
14,873$435.9K0.0%CoreLowCarmel By The Sea, CA2026-10-28
Adamsbrown Wealth Consultants LLC
14,758$432.6K0.1%ETFLowWichita, KS2026-10-20
Journey Advisory Group, LLC
14,555$426.6K0.0%CoreMediumCovington, KY2026-11-04
Ferguson Wellman Capital Management, Inc
14,535$426.0K0.0%CoreLowPortland, OR2026-10-05
Parkside Financial Bank & Trust
14,488$424.6K0.0%CoreVery LowSaint Louis, MO2026-10-27
M Holdings Securities, Inc.
14,461$4190.0%ETFHighPortland, OR2026-11-03
United Advisor Group, LLC
14,428$422.9K0.0%ETFLowCincinnati, OH2026-11-03
North Berkeley Wealth Management, LLC
14,382$421.5K0.2%ETFMediumBerkeley, CA2026-11-02
Versant Capital Management, Inc
14,287$418.8K0.0%GARPLowPhoenix, AZ2026-10-02
CDM Financial Counseling Services, Inc.
14,280$418.5K0.4%ETFVery LowNorwich, CT2026-10-15
Roberts Wealth Advisors, LLC
14,240$417.4K0.1%GrowthLowPalo Alto, CA2026-10-14
Gainplan LLC
14,226$417.0K0.2%ETFHighBloomfield Hills, MI2026-10-09
TSG Advice Partners, LLC
14,209$411.5K0.1%ETFN/AColumbus, OH2026-10-29
Align Financial, LLC
14,030$411.2K0.2%ETFVery LowHermantown, MN2026-10-16
Elmwood Wealth Management, Inc.
14,008$410.6K0.1%ETFLowBerkeley, CA2026-10-14
Tranquility Partners, LLC
13,964$409.3K0.1%CoreLowBrentwood, TN2026-10-20
First Growth Capital LLC
13,950$408.9K0.3%GrowthLowPikesville, MD2026-10-15
LifeSteps Financial, Inc.
13,950$408.9K0.2%ETFLowClaremont, CA2026-10-15
Graves Light Lenhart Wealth, Inc.
13,864$406.4K0.0%ETFVery LowHarrisonburg, VA2026-10-09
ZynergyRetirementPlanningLLC
13,781$403.9K0.2%ETFVery LowRed Bank, NJ2026-10-08
John W. Brooker & Co., CPAs
13,707$401.8K0.5%ETFMediumOakland, CA2026-10-21
Essex Bank
13,651$400.0K0.1%CoreLowEssex, CT2026-10-16
Clear Harbor Asset Management, LLC
13,614$399.0K0.0%CoreLowStamford, CT2026-11-05
CoreCap Advisors, LLC
13,600$398.6K0.0%ETFMediumSouthfield, MI2026-10-08
Quarry Hill Advisors, LLC
13,592$398.4K0.1%ETFVery LowSt Paul, MN2026-11-04
55 North Private Wealth, LLC
13,414$393.2K0.1%ETFLowWinter Park, FL2026-10-20
Washburn Capital Management, Inc.
13,366$391.8K0.2%ETFLowVero Beach, FL2026-10-19
Gibson Capital, LLC
13,317$390.3K0.1%ETFVery LowWexford, PA2026-10-23
Advisortrust Partners, LLC
13,205$387.1K0.1%CoreHighRaleigh, NC2026-11-02
Badgley Phelps Wealth Managers, LLC
13,196$386.8K0.0%GrowthVery LowSeattle, WA2026-10-22
JBGlobal.com LLC
13,148$385.4K0.3%ETFMediumNew York, NY2026-10-13
Kwmg, LLC
13,130$384.8K0.0%ETFVery LowOverland Park, KS2026-10-07
Silver Lake Advisory, LLC
13,085$383.5K0.1%CoreLowCottonwood Heights, UT2026-10-22
Heartwood Wealth Advisors LLC
12,993$380.8K0.0%ETFLowRichmond, VA2026-10-05
StoryOne LLC
12,984$380.6K0.2%ETFVery HighOverland Park, KS2026-10-13
StoryOne LLC
12,984$380.6K0.2%ETFVery HighOverland Park, KS2026-10-13
Pinion Investment Advisors, LLC
12,939$379.2K0.1%ETFLowWichita, KS2026-11-04
Plancorp, LLC
12,846$373.4K0.0%ETFLowSaint Louis, MO2026-11-03
Atlatl Advisers LLC
12,765$374.1K0.1%Agg GrowthHighMadison, WI2026-10-22
New Perspectives, Inc
12,689$371.9K0.1%ETFVery LowTougaloo, MS2026-10-14
Jacobs & Co
12,669$3710.0%GrowthLowSan Francisco, CA2026-10-09
Cornerstone Enterprises, LLC
12,426$364.2K0.2%ETFMediumAppleton, WI2026-10-15
Dynamic Advisor Solutions LLC
12,371$362.6K0.0%ETFLowPhoenix, AZ2026-10-13
BostonPremier Wealth LLC
12,352$362.0K0.1%ETFVery LowHanover, MA2026-10-16
Noesis Capital Mangement Corp
12,308$360.8K0.0%CoreVery LowBoca Raton, FL2026-10-26
Briggs Wealth Management, Inc
12,286$360.1K0.3%ETFLowGlastonbury, CT2026-10-26
United Community Bank
12,175$356.8K0.1%CoreLowGreenville, SC2026-10-28
Connecticut Wealth Management, LLC
12,048$353.1K0.0%ETFLowFarmington, CT2026-10-13
Crescent Grove Advisors, LLC
12,000$351.7K0.0%ETFLowLake Forest, IL2026-10-21
Squire Investment Management Company, LLC
12,000$351.7K0.1%ETFVery LowOrem, UT2026-11-03
Broadway Wealth Solutions, Inc.
11,963$350.6K0.2%ETFVery LowSan Antonio, TX2026-10-21
Echo45 Advisors LLC
11,942$350.0K0.2%ETFLowWalnut Creek, CA2026-10-07
TCI Wealth Advisors, Inc.
11,887$348.4K0.0%ETFLowTucson, AZ2026-10-30
Arista Wealth Management, LLC
11,856$347.5K0.0%ETFMediumLas Vegas, NV2026-10-29
Michels Family Financial, LLC
11,760$344.7K0.2%ETFLowFort Worth, TX2026-11-02
FinArc Investments, Inc.
11,727$343.7K0.3%ValueLowNorwood, MA2026-10-14
Stevens Capital Partners
11,662$341.8K0.1%ETFVery LowOmaha, NE2026-10-29
WealthBridge Capital Management, LLC
11,618$340.5K0.1%ETFLowWesterville, OH2026-10-16
Fifth Third Wealth Advisors LLC
11,538$338.2K0.0%IndexVery LowCincinnati, OH2026-10-22
Market Street Wealth Management Advisors LLC
11,468$336.1K0.0%ETFMediumIndianapolis, IN2026-10-09
BridgePort Financial Solutions, LLC
11,314$331.6K0.1%ETFLowFairfield, IA2026-11-02
Rockwood Wealth Management, LLC
11,286$330.8K0.0%ETFVery LowNew Hope, PA2026-10-27
Fragasso Financial Advisors Inc
11,205$335.1K0.0%ETFLowSewickley, PA2026-10-13
Vigilare Wealth Management
11,130$326.2K0.1%ETFHighScottsdale, AZ2026-10-29
Aurora Private Wealth, Inc.
11,070$3240.0%ETFLowRockaway, NJ2026-10-20
Financial Insights, Inc.
10,995$322.3K0.1%ETFLowTacoma, WA2026-10-27
Pflug Koory, LLC
10,931$320.4K0.1%CoreVery LowOmaha, NE2026-10-26
Wedbush Securities Inc
10,931$3200.0%CoreLowPasadena, CA2026-10-22
Midwest Trust Co
10,927$320.3K0.0%CoreLowOverland Park, KS2026-10-22
Voisard Asset Management Group, Inc.
10,802$316.6K0.1%ETFLowGrand Rapids, MI2026-10-13
Clear Trail Advisors, LLC
10,771$315.7K0.0%CoreLowHouston, TX2026-10-20
Baldwin Wealth Partners LLC
10,750$315.1K0.0%GrowthLowMarion, MA2026-10-13
Rossby Financial, LCC
10,737$314.7K0.0%ETFMediumMelbourne, FL2026-11-05
Y-Intercept (Hong Kong) Ltd
10,653$312.2K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Helium Advisors LLC
10,643$312.0K0.3%ETFLowVancouver, WA2026-10-23
Sentinel Pension Advisors, LLC
10,628$311.5K0.0%ETFLowWakefield, MA2026-11-02
Smith Chas P & Associates PA Cpas
10,590$310.1K0.0%CoreVery LowLakeland, FL2026-10-22
Grandfield & Dodd, LLC
10,539$308.9K0.0%CoreVery LowNew York, NY2026-10-29
DB Fitzpatrick & Co, Inc
10,525$308.5K0.3%CoreMediumBoise, ID2026-10-19
Councilmark Asset Management, LLC
10,500$307.8K0.2%CoreVery LowKnoxville, TN2026-10-20
Titleist Asset Management, LLC
10,474$307.0K0.0%ETFLowSan Antonio, TX2026-10-08
Occidental Asset Management, LLC
10,464$306.7K0.0%GrowthLowBurlingame, CA2026-11-05
Americana Partners, LLC
10,429$305.7K0.0%CoreMediumHouston, TX2026-10-28
Simon Quick Advisors, LLC
10,381$304.3K0.0%ETFLowMorristown, NJ2026-10-26
Patten Group, Inc.
10,350$303.3K0.0%CoreLowChattanooga, TN2026-10-26
Red Mountain Financial, LLC
10,316$302.3K0.3%ETFLowFort Collins, CO2026-11-03
Quantum Financial Planning Services, Inc.
10,313$302.3K0.1%ETFVery LowSpokane, WA2026-10-14
PUREfi Wealth, LLC
10,257$300.6K0.1%GrowthMediumBoston, MA2026-10-19
Telos Capital Management, Inc.
10,234$300.0K0.0%CoreLowSan Diego, CA2026-11-02
Spire Wealth Management
10,189$298.6K0.0%GrowthMediumMclean, VA2026-10-30
Level Wealth Management LLC
10,178$298.3K0.1%ETFVery LowGreensboro, NC2026-10-23
Prairiewood Capital, LLC
10,170$298.1K0.1%ETFVery LowFargo, ND2026-10-16
Wealth Management Nebraska
10,127$296.8K0.0%ETFLowNorfolk, NE2026-10-26
Bright Futures Wealth Management, Llc.
10,121$296.7K0.2%CoreHighWebster, Ny 14580, NY2026-10-23
Regions Financial Corp
10,062$294.9K0.0%CoreLowBirmingham, AL2026-11-05
Old National Bancorp
9,981$292.5K0.0%CoreLowEvansville, IN2026-10-20
Cantor Fitzgerald Investment Advisors L.P.
9,966$292.1K0.0%YieldLowNew York, NY2026-10-21
ARS Wealth Advisors Group, LLC
9,889$289.9K0.0%CoreLowSt. Petersburg, FL2026-10-16
Johnson Bixby & Associates, LLC
9,836$288.3K0.0%ETFMediumVancouver, WA2026-10-14
Sterling Financial Planning, Inc.
9,779$286.6K0.1%ETFVery LowSparta, NJ2026-10-28
Quadcap Wealth Management, LLC
9,703$284.4K0.0%ETFLowFrisco, TX2026-11-02
New England Private Wealth Advisors LLC
9,662$283.2K0.0%ETFVery LowWellesley, MA2026-10-19
Grey Fox Wealth Advisors, LLC
9,622$282.0K0.0%ETFLowRockland, DE2026-11-03
Obermeyer Wealth Partners
9,600$281.4K0.0%GrowthLowAspen, CO2026-10-21
Red Spruce Capital, LLC
9,507$278.7K0.1%GrowthMediumBerwyn, PA2026-10-07
BetterWealth, LLC
9,469$277.5K0.0%ETFVery LowSan Jose, CA2026-10-15
Associated Banc-Corp
9,432$276.5K0.0%CoreLowGreen Bay, WI2026-10-30
ACT Wealth Management, LLC
9,431$276.4K0.1%ETFVery LowPlano, TX2026-10-09
Poehling Capital Management, Inc.
9,422$276.1K0.1%ValueLowMadison, WI2026-10-20
Burney Co/
9,408$275.7K0.0%GARPMediumReston, VA2026-10-15
Sterling Investment Advisors, Ltd.
9,395$275.4K0.0%GrowthLowBerwyn, PA2026-10-27
MBE Wealth Management, LLC
9,386$275.1K0.1%ETFVery LowTomah, WI2026-10-26
Stirlingshire Investments, Inc.
9,384$275.0K0.2%ETFMediumNew York, NY2026-11-05
Glaxis Capital Management, LLC
9,371$274.7K0.7%GARPVery HighSarasota, FL2026-11-02
Cypress Wealth Services, LLC
9,348$280.2K0.0%ETFLowPalm Desert, CA2026-10-21
Pennsylvania Capital Management Inc
9,336$273.6K0.1%GrowthLowHuntingdon Valley, PA2026-11-05
Wedgewood Investors Inc
9,333$273.6K0.3%CoreLowErie, PA2026-10-28
Gateway Investment Advisers LLC
9,230$270.5K0.0%GrowthLowCincinnati, OH2026-10-13
Goldstein Advisors, LLC
9,104$266.8K0.0%ETFMediumMadison, WI2026-10-15
Hartline Investment Corp/
9,091$266.5K0.0%GrowthMediumWinnetka, IL2026-10-29
Third View Private Wealth, LLC
9,076$266.0K0.0%GrowthLowWestport, CT2026-10-30
Ifrah Financial Services, Inc.
8,993$263.6K0.1%ETFLowLittle Rock, AR2026-10-13
Riverwater Partners LLC
8,961$262.6K0.1%ValueMediumMilwaukee, WI2026-11-03
Aurora Investment Managers, Llc.
8,933$2620.0%CoreMediumNaples, FL2026-10-15
Svrn Asset Management, LLC
8,844$259.2K0.1%ETFVery LowAustin, TX2026-11-02
Randolph Co Inc
8,813$258.3K0.0%GrowthMediumCincinnati, OH2026-10-23
Boyce & Associates Wealth Consulting, Inc.
8,804$258.0K0.2%ETFMediumCedar Park, TX2026-10-14
Richard Young Associates, Ltd.
8,770$257.0K0.2%ETFVery LowAugusta, GA2026-11-03
SJS Investment Consulting Inc.
8,766$256.9K0.0%ETFVery LowSylvania, OH2026-10-26
Paulson Wealth Management Inc.
8,741$256.2K0.1%ETFLowWest Palm Beach, FL2026-11-02
Decker Wealth Management LLC
8,700$255.0K0.1%MomentumLowNashville, TN2026-10-09
Bryn Mawr Trust Advisors, LLC
8,688$254.6K0.0%CoreLowPhiladelphia, PA2026-11-04
Sensible Money, LLC
8,647$253.5K0.1%ETFVery LowScottsdale, AZ2026-10-20
First Affirmative Financial Network
8,615$252.5K0.1%CoreN/AColorado Springs, CO2026-10-21
CWS Financial Advisors, LLC
8,580$251.5K0.1%ETFVery LowKalamazoo, MI2026-10-16
Hubbell Strickland Wealth Management, LLC
8,525$249.9K0.1%ETFVery LowNew Orleans, LA2026-10-29
Balboa Wealth Partners
8,524$249.8K0.0%Agg GrowthMediumScottsdale, AZ2026-10-20
Nordwand Advisors, LLC
8,500$249.1K0.0%CoreLowRadnor, PA2026-11-05
Cardinal Point Capital Management ULC
8,481$248.6K0.0%ValueLowToronto, Australia2026-10-21
Secure Asset Management, LLC
8,480$248.6K0.0%GrowthMediumTroy, MI2026-10-19
Armor Investment Advisors, LLC
8,447$247.6K0.1%ETFLowRaleigh, NC2026-10-27
Bucket List Wealth Management, LLC
8,433$247.2K0.1%ETFMediumThe Villages, FL2026-10-22
Provenance Wealth Advisors, LLC
8,370$245.3K0.0%ETFLowFort Lauderdale, FL2026-10-30
Valtinson Bruner Financial Planning LLC
8,364$245.1K0.1%ETFLowNew Brighton, MN2026-11-02
Sherman Wealth Management LLC
8,320$243.9K0.2%ETFLowGaithersburg, MD2026-10-16
Accelerate Investment Advisors LLC
8,288$242.9K0.1%ETFLowAliso Viejo, CA2026-11-02
Cornerstone Wealth Management, LLC
8,287$242.9K0.0%ETFVery LowSt. Peters, MO2026-11-04
Fiduciary Advisors, Inc.
8,226$241.1K0.2%ETFLowSt. Louis, MO2026-10-16
Caliber Wealth Management, LLC / KS
8,220$240.9K0.0%ETFLowOverland Park, KS2026-11-04
Parkway Wealth Management Group, LLC
8,172$239.5K0.0%ETFHighPlano, TX2026-10-20
RMR Capital Management, LLC
8,088$237.1K0.2%ValueVery LowTustin, CA2026-10-23
Gen-Wealth Partners Inc
8,060$236.2K0.1%CoreLowZeeland, MI2026-11-04
Lyell Wealth Management, LP
8,057$236.2K0.0%GrowthLowMenlo Park, CA2026-10-30
Crescent Sterling, Ltd.
7,985$234.0K0.2%CoreLowMetairie, LA2026-10-16
Virtue Capital Management, LLC
7,955$233.2K0.0%GrowthHighBrentwood, TN2026-10-29
Montag A & Associates Inc
7,937$232.6K0.0%CoreLowAtlanta, GA2026-10-29
Sims Investment Management, LLC
7,892$231.3K0.1%ETFVery LowCincinnati, OH2026-10-13
SmartHarvest Portfolios, LLC
7,865$230.5K0.1%GrowthLowSeattle, WA2026-10-26
Old Second National Bank of Aurora
7,849$230.1K0.0%CoreLowAurora, IL2026-10-22
Sherry Group, Inc.
7,848$230.0K0.2%ETFMediumMountain Home, AR2026-10-09
Ted Buchan & Co
7,836$229.7K0.1%ETFLowSan Diego, CA2026-10-23
Wetzel Investment Advisors, Inc.
7,800$228.6K0.1%ETFLowIndianapolis, IN2026-10-13
Patten & Patten Inc
7,780$228.0K0.0%CoreLowChattanooga, TN2026-10-26
Integrity Advisory Solutions, LLC
7,746$227.0K0.0%ETFMediumDallas, TX2026-10-29
Robinswood Financial LLC
7,729$227.2K0.1%ETFVery LowKirkland, WA2026-10-20
Frankly Finances, LLC
7,686$225.3K0.2%ETFVery LowWinter Park, FL2026-10-28
Almanack Investment Partners, Llc.
7,658$224.5K0.0%ETFMediumNewtown Square, PA2026-11-03
Patrick M Sweeney & Associates, Inc
7,646$224.1K0.1%CoreVery LowLibertyville, IL2026-10-22
White Pine Investment Co
7,567$2220.0%ETFVery LowLivonia, MI2026-10-15
Certified Advisory Corp
7,518$220.4K0.0%ETFLowAltamonte Springs, FL2026-10-29
Biltmore Family Office, LLC
7,505$220.0K0.0%GrowthLowCharlotte, NC2026-11-03
Parrish Capital LLC
7,503$219.9K0.2%ValueLowKennesaw, GA2026-10-01
marrick wealth, LLC
7,500$219.8K0.2%ETFVery LowIrvine, CA2026-10-20
Warwick Investment Management, Inc.
7,391$216.6K0.0%ETFLowBryan, TX2026-10-19
Bokf, NA
7,368$216.0K0.0%CoreLowTulsa, OK2026-10-27
Sowell Financial Services LLC
7,343$215.2K0.0%CoreLowNorth Little Rock, AR2026-10-23
Matauro, LLC
7,314$214.4K0.0%ETFLowNew York, NY2026-11-03
CMG Global Holdings, LLC
7,300$214.0K0.1%MomentumLowPlano, TX2026-10-14
Prospera Capital Management, LLC
7,294$213.8K0.1%ETFVery LowGilbert, AZ2026-10-19
Greenhouse Wealth Management, LLC
7,276$213.3K0.1%ETFVery LowWestport, CT2026-10-20
Friedenthal Financial
7,258$212.7K0.1%ETFHighMarlton, NJ2026-10-27
Gibraltar Capital Management, Inc.
7,218$211.5K0.0%CoreLowTulsa, OK2026-10-27
Maltin Wealth Management, Inc.
7,193$210.8K0.1%ETFMediumRidgewood, NJ2026-10-13
Pacific Center for Financial Services
7,128$208.9K0.0%ETFMediumDanville, CA2026-10-15
Meridian Financial Advisors, LLC
7,061$207.0K0.1%ETFVery LowHolliston, MA2026-10-14
Spectrum Financial Alliance Ltd LLC
7,020$205.8K0.0%ValueLowNicholasville, KY2026-10-29
Westover Capital Advisors, LLC
7,014$205.6K0.0%MomentumLowWilmington, DE2026-10-26
Richard P Slaughter Associates Inc
6,996$205.1K0.0%ETFMediumAustin, TX2026-10-13
Targeted Financial Services LLC
6,973$204.4K0.1%ETFLowSeminole, FL2026-10-19
Mirador Capital Partners LP
6,968$204.2K0.0%GrowthMediumPleasanton, CA2026-10-09
Ashton Thomas Securities, LLC
6,882$201.7K0.0%ETFMediumRochester, NY2026-10-26
Busey Bank
6,876$201.5K0.0%GrowthVery LowUrbana, IL2026-10-26
Sage Mountain Advisors LLC
6,868$201.3K0.0%ETFLowAtlanta, GA2026-11-02
Allegiance Financial Group Advisory Services LLC
6,839$200.5K0.0%ETFLowVienna, VA2026-11-02
Acropolis Investment Management, LLC
6,630$194.3K0.0%ETFLowSt. Louis, MO2026-10-08
Wealth Analytics Partners, LLC
6,504$190.6K0.1%ETFVery LowSan Diego, CA2026-10-19
Community Financial Services Group, LLC
6,410$188.4K0.0%GrowthLowNewport, VT2026-10-15
Ashton Thomas Private Wealth, LLC
6,400$187.6K0.0%CoreMediumScottsdale, AZ2026-11-03
Piscataqua Savings Bank
6,036$176.9K0.1%CoreVery LowPortsmouth, NH2026-10-21
Peoples Financial Services Corp.
6,000$175.8K0.1%CoreVery LowMoosic, PA2026-10-20
Capital Investment Advisory Services, LLC
5,896$172.8K0.0%CoreMediumRaleigh, NC2026-10-30
Richardson Capital Management LLC
5,752$168.6K0.1%ETFLowMenomonee Falls, WI2026-10-23
Financial Network Wealth Advisors LLC
5,662$166.0K0.2%ETFLowMurray, UT2026-10-28
Point Nemo Capital, LLC
5,343$156.6K0.1%GARPVery HighDripping Springs, TX2026-11-03
Key FInancial Inc
5,087$149.1K0.0%ETFLowWest Chester, PA2026-11-02
Bangor Savings Bank
4,880$143.0K0.0%ETFLowBangor, ME2026-10-06
TLW Wealth Management, LLC
4,843$141.9K0.1%CoreVery LowIndian Rocks Beach, FL2026-10-27
Moisand Fitzgerald Tamayo, LLC
4,539$133.0K0.0%ETFVery LowOrlando, FL2026-10-15
Carolina Wealth Advisors, LLC
4,518$132.4K0.1%YieldHighMyrtle Beach, SC2026-10-23
Princeton Global Asset Management LLC
4,478$131.2K0.0%GrowthLowPrinceton, NJ2026-10-21
Sima Wealth Partners, LLC
4,466$130.9K0.1%ETFVery LowRichmond, VA2026-10-19
Elevated Capital Advisors, LLC
4,170$122.2K0.0%ETFMediumSandy, UT2026-11-04
Acumen Wealth Advisors, LLC
4,087$119.8K0.0%GrowthHighChattanooga, TN2026-11-05
Halbert Hargrove Global Advisors, LLC
4,082$119.6K0.0%ETFLowLong Beach, CA2026-10-16
Investors Research Corp
4,018$117.8K0.0%ETFLowAtlanta, GA2026-10-07
Gamma Investing LLC
3,868$113.4K0.0%IndexVery LowFoster City, CA2026-10-08
Laurel Wealth Advisors LLC
3,561$104.4K0.0%CoreVery LowCharlotte, NC2026-10-27
Jnba Financial Advisors
3,510$102.9K0.0%ETFMediumBloomington, MN2026-11-03
Blume Capital Management, Inc.
3,416$100.1K0.0%CoreMediumBerkeley, CA2026-10-26
Marshall & Sterling Wealth Advisors Inc.
3,226$94.6K0.1%ETFMediumPoughkeepsie, NY2026-10-28
Kelleher Financial Advisors
3,114$91.3K0.0%CoreMediumNew York, NY2026-10-30
Madden Securities Corp
3,030$88.8K0.0%GrowthMediumDallas, TX2026-10-27
Latitude Advisors, LLC
3,007$88.1K0.0%ETFLowYorkville, IL2026-10-27
Pacifica Partners Inc.
2,900$85.2K0.0%CoreLowSurrey, South Africa2026-10-09
GHP Investment Advisors, Inc.
2,891$84.7K0.0%CoreVery LowDenver, CO2026-10-15
Financially Speaking Inc
2,764$69.4K0.3%ETFHighGreenwood Village, CO2026-11-04
Elevate Wealth Advisory, Inc
2,703$79.2K0.0%ETFVery LowAthens, GA2026-10-29
Vima LLC
2,575$75.5K0.1%CoreLowTroy, MI2026-10-23
Hoertkorn Richard Charles
2,480$72.7K0.0%CoreVery LowKentfield, CA2026-11-04
Balance Wealth Partners LLC
2,448$71.8K0.0%ETFMediumWorthington, OH2026-10-27
Roxbury Financial LLC
2,438$71.5K0.1%CoreVery LowMount Arlington, NJ2026-10-01
McCarley & Cook Financial Planners
2,371$69.5K0.1%ETFLowCincinnati, OH2026-10-21
DeDora Capital, Inc.
2,310$67.7K0.0%ETFVery LowNapa, CA2026-10-26
Eastern Bank
2,184$64.0K0.0%GrowthMediumBoston, MA2026-10-05
Eukles Asset Management
2,055$60.2K0.0%CoreLowCincinnati, OH2026-11-04
Lodestone Wealth Management LLC
2,032$59.6K0.0%CoreLowSpokane, WA2026-10-14
Byrne Asset Management LLC
2,026$59.5K0.0%CoreLowKingston, NJ2026-10-06
Cordgrass Capital Advisors, LLC
2,000$58.6K0.0%CoreLowRaleigh, NC2026-10-30
Daytona Street Capital LLC
2,000$59.5K0.0%Deep ValueMediumSaint Louis, MO2026-10-15
First Pacific Financial
1,996$58.5K0.0%ETFLowVancouver, WA2026-10-14
Bfsg, LLC
1,947$57.1K0.0%CoreLowIrvine, CA2026-10-30
GGM Financial LLC
1,923$56.4K0.0%ETFMediumColumbus, OH2026-11-05
Compass Financial Management LLC
1,837$53.8K0.0%CoreN/ATampa, FL2026-10-30
Bell Investment Advisors, Inc
1,718$50.3K0.0%ETFVery LowOrinda, CA2026-10-29
Western Pacific Wealth Management, LP
1,598$46.8K0.0%GrowthLowLake Forest, IL2026-10-16
Nemes Rush Group LLC
1,466$43.0K0.0%CoreVery LowNovi, MI2026-11-04
Curat Global, LLC
1,454$42.6K0.0%CoreMediumSpringfield, NH2026-10-26
American Capital Advisory, LLC
1,428$41.9K0.0%ETFLowKetchum, ID2026-10-28
Albion Financial Group
1,305$38.3K0.0%GrowthLowSalt Lake City, UT2026-10-21
Pinnacle Wealth Planning Services, Inc.
1,220$35.8K0.0%GARPLowMansfield, OH2026-10-27
Owl Creek Wealth Partners LLC
1,202$35.2K0.0%IndexLowGreenwood Village, CO2026-10-20
Maryland Capital Advisors Inc.
1,130$33.1K0.0%ETFVery LowChester, MD2026-10-15
Markowski Investments
1,120$32.8K0.0%ETFN/ATampa, FL2026-10-30
Rydar Equities, Inc.
1,064$31.8K0.0%CoreVery LowWeatherford, TX2026-10-13
Glass Jacobson Investment Advisors llc
1,018$29.8K0.0%ETFLowOwings Mills, MD2026-10-26
Evolution Wealth Management Inc.
919$26.9K0.0%ETFMediumFort Myers, FL2026-10-28
TD Waterhouse Canada Inc.
900$26.4K0.0%CoreLowToronto, Australia2026-10-16
Buck Wealth Strategies, LLC
885$25.9K0.0%ValueMediumDenver, CO2026-10-28
Activest Wealth Management
807$23.7K0.0%ETFLowAventura, FL2026-10-15
Godsey & Gibb, Inc
792$23.2K0.0%CoreLowRichmond, VA2026-10-14
Financial Perspectives, Inc
729$21.4K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Birchbrook, Inc.
729$21.4K0.0%ETFLowBangor, ME2026-10-14
Heritage Family Offices, LLP
700$20.5K0.0%GrowthHighScottsdale, AZ2026-11-02
Ascentis Independent Advisors
668$19.6K0.0%ETFLowDallas, TX2026-11-03
Investment Research & Advisory Group, Inc.
666$19.5K0.0%GrowthVery LowAtlanta, GA2026-10-19
Farmers & Merchants Investments Inc
608$17.8K0.0%CoreVery LowLincoln, NE2026-10-22
Manchester Capital Management LLC
600$17.6K0.0%CoreLowManchester, VT2026-10-22
Physician Wealth Advisors, Inc.
552$16.2K0.0%ETFMediumMidvale, UT2026-10-20
William Mack & Associates, Inc.
527$15.5K0.0%ETFLowTroy, MI2026-10-27
Pension & Wealth Management Advisors, Inc.
523$15.4K0.0%ETFLowWaltham, MA2026-10-16
Avion Wealth
509$140.0%ETFLowThe Woodlands, TX2026-11-04
Raleigh Capital Management Inc.
500$14.7K0.0%CoreMediumCary, NC2026-10-28
Duncker Streett & Co Inc
428$12.5K0.0%GrowthLowSt. Louis, MO2026-10-27
Montgomery Financial Services LLC
404$11.8K0.0%ETFN/AOcean City, MD2026-11-03
MTM Investment Management, LLC
402$11.8K0.0%CoreVery LowSpartanburg, SC2026-10-30
Prudent Man Investment Management, Inc.
390$11.4K0.0%ETFVery LowLouisville, CO2026-11-03
United Financial Planning Group LLC
379$11.1K0.0%ETFHighHauppauge, NY2026-11-04
MV Capital Management, Inc.
375$11.0K0.0%ETFLowBethesda, MD2026-10-29
Pittenger & Anderson Inc
372$10.9K0.0%CoreLowLincoln, NE2026-11-02
Vermillion Wealth Management, Inc.
355$10.4K0.0%ValueLowRosemount, MN2026-10-26
Tower View Wealth Management LLC
315$9.2K0.0%MomentumMediumShorewood, WI2026-10-23
Toth Financial Advisory Corp
303$8.9K0.0%CoreLowLeesburg, VA2026-10-08
Golden State Wealth Management, LLC
292$8.6K0.0%ETFMediumSanta Ana, CA2026-11-02
Clayton Financial Group LLC
288$8.4K0.0%ETFLowSt. Louis, MO2026-10-13
Monetary Solutions, Ltd
198$5.8K0.0%ETFVery LowDayton, OH2026-10-22
Birchwood Financial Partners, Inc.
160$4.7K0.0%ETFVery LowBloomington, MN2026-11-02
POM Investment Strategies, LLC
156$4.6K0.0%ETFVery HighRaleigh, NC2026-10-20
High Note Wealth, LLC
156$4.6K0.0%ETFVery LowDeephaven, MN2026-10-27
Archer Investment Corp
155$4.6K0.0%CoreMediumCarmel, IN2026-11-05
Comprehensive Financial Planning, Inc.
128$3.8K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
NBT Bank, N.A.
127$3.7K0.0%CoreLowNorwich, NY2026-10-21
Robbins Farley
91$2.7K0.0%CoreMediumBedford, NH2026-10-21
Redwood Park Advisors LLC
61$1.8K0.0%ETFVery LowRedwood City, CA2026-11-02
Networth Advisors, LLC
45$1.3K0.0%ETFMediumCanonsburg, PA2026-11-03
Rossmore Private Capital
42$1.2K0.0%CoreLowGlastonbury, CT2026-10-27
MJT & Associates Financial Advisory Group, Inc.
37$1.1K0.0%ETFLowMontevideo, MN2026-10-07
Blueline Advisors LLC
35$1.0K0.0%ETFLowExeter, NH2026-10-15
Sunrise Financial Services, LLC
30$8790.0%ETFMediumBurien, WA2026-10-21
Mowery & Schoenfeld Wealth Management, LLC
25$7330.0%GrowthMediumLincolnshire, IL2026-10-28
Hughes Financial Services, LLC
17$5040.0%ETFLowHerndon, VA2026-10-30
Decker Retirement Planning Inc.
10$2940.0%Agg GrowthVery HighLevi, UT2026-10-19
Planning Strategies Inc.
10$2930.0%ETFN/ALancaster, PA2026-10-02
Triumph Capital Management
9$2650.0%ETFMediumDenver, CO2026-10-14
Canton Hathaway, LLC
8$2340.0%ValueLowProvidence, RI2026-10-23
Center for Financial Planning, Inc.
6$1750.0%ETFLowSouthfied, MI2026-10-26
Burk Holdings LLC
1$240.0%ETFVery LowTulsa, OK2026-11-05
IFS Advisors, LLC
0$210.0%ETFLowOverland Park, KS2026-10-14