IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Schwab US Large-Cap Value (SCHV)

CUSIP: 808524409 | NYSE | 1925 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Avantax Planning Partners, Inc.9,899,457
8.3% of portfolio›$329.8M
Mather Group, Llc.7,720,024
2.2% of portfolio›$257.2M
Vantagepoint Investment Advisers LLC7,324,375
1.8% of portfolio›$244.0M
Wealth Enhancement Advisory Services, LLC3,681,499
0.2% of portfolio›$124.5M
Gemmer Asset Management LLC3,341,318
7.3% of portfolio›$111.3M
Mokosak Advisory Group, LLC3,043,184
22.3% of portfolio›$101.4M
Rainey & Randall Wealth Advisors Inc.3,033,676
14.5% of portfolio›$101.1M
Krilogy Financial LLC2,852,950
2.7% of portfolio›$97.1M
Exchange Traded Concepts, LLC2,588,904
0.3% of portfolio›$86.2M
Cooper Financial Group2,360,396
6.3% of portfolio›$78.6M
Black Diamond Financial, LLC1,872,984
5.3% of portfolio›$62.4M
Financial Management Professionals, Inc.1,738,485
5.5% of portfolio›$57.9M
Creative Planning1,719,804
0.0% of portfolio›$57.3M
GenWealth Group, Inc.1,653,013
8.6% of portfolio›$55.1M
HRC Wealth Management, LLC1,297,154
17.2% of portfolio›$43.2M
XML Financial, LLC1,278,661
3.1% of portfolio›$42.6M
Summit Asset Management, LLC1,222,575
5.2% of portfolio›$40.7M
Veery Capital, LLC1,215,553
10.8% of portfolio›$40.5M
Midwest Trust Co1,191,397
0.4% of portfolio›$39.7M
TSG Advice Partners, LLC1,099,433
5.0% of portfolio›$38.3M
Southern Michigan Bank & Trust1,052,949
12.5% of portfolio›$35.1M
GHP Investment Advisors, Inc.1,036,220
1.3% of portfolio›$34.5M
Dodds Wealth, LLC1,015,453
7.6% of portfolio›$33.8M
Kestra Advisory Services, LLC984,053
0.1% of portfolio›$32.8M
Serenity Investment Advisors973,939
14.1% of portfolio›$32.4M
Farther Finance Advisors, LLC890,366
0.2% of portfolio›$29.7M
KRM Wealth Management L.L.C.886,581
12.9% of portfolio›$29.5M
CX Institutional869,829
0.8% of portfolio›$29.0K
Sage Financial Group Inc775,763
1.4% of portfolio›$25.8M
Persium Advisors, LLC765,306
13.3% of portfolio›$25.5M
Noble Family Wealth, LLC724,256
4.3% of portfolio›$24.1M
Keeler & Nadler Financial Planning & Wealth Management706,245
6.4% of portfolio›$23.5M
Meriwether Wealth & Planning, LLC699,619
10.5% of portfolio›$23.3M
Yankcom Partnership647,164
7.5% of portfolio›$21.6M
Seneca Financial Advisors LLC643,099
5.7% of portfolio›$21.4M
Cornerstone Wealth Advisors, Inc.639,394
4.5% of portfolio›$21.3M
Prime Capital Investment Advisors, LLC633,980
0.2% of portfolio›$21.1M
Friday Financial627,761
4.1% of portfolio›$21.0M
Perigon Wealth Management, LLC626,977
0.3% of portfolio›$20.9M
Cliftonlarsonallen Wealth Advisors, LLC624,241
0.3% of portfolio›$20.8M
Seek First Inc.605,994
13.0% of portfolio›$20.2M
Cape Investment Advisory, Inc.604,607
5.2% of portfolio›$20.1M
Focus Financial Network, Inc.602,727
0.6% of portfolio›$20.1M
Plancorp, LLC602,521
0.5% of portfolio›$20.9M
Choreo, LLC596,840
0.2% of portfolio›$19.9M
Garde Capital, Inc.577,027
1.1% of portfolio›$19.2M
JBGlobal.com LLC546,341
16.1% of portfolio›$18.2M
Denver PWM, LLC535,334
5.9% of portfolio›$17.8M
Spectrum Asset Management, Inc. (NB )535,226
5.1% of portfolio›$17.8M
USAdvisors Wealth Management, LLC524,666
0.0% of portfolio›$17.5K
Cambridge Investment Research Advisors, Inc.487,022
0.0% of portfolio›$16.2K
Peak Wealth Management LLC467,048
10.9% of portfolio›$16.0M
Commonwealth Equity Services, LLC459,665
0.0% of portfolio›$15.3M
FAI Advisors, Inc.448,988
5.8% of portfolio›$15.0M
Martel Wealth Advisors LLC434,231
2.3% of portfolio›$14.5M
Brookstone Capital Management432,575
0.1% of portfolio›$14.4M
Cathy Pareto & Associates, Inc426,467
8.1% of portfolio›$14.2M
Global Strategic Investment Solutions, LLC423,616
1.2% of portfolio›$14.1M
FSA Wealth Partners, Inc.415,647
3.8% of portfolio›$13.8M
First Affirmative Financial Network410,087
3.0% of portfolio›$13.7M
Certuity, LLC405,311
0.6% of portfolio›$13.5M
Gill Capital Partners, LLC380,577
3.5% of portfolio›$12.7M
Whitaker-Myers Wealth Managers, Ltd.379,462
2.1% of portfolio›$12.6M
SteelPeak Wealth, LLC378,051
0.3% of portfolio›$12.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management370,434
0.2% of portfolio›$12.3M
Diversified Portfolios, Inc.369,295
0.8% of portfolio›$12.3M
James J. Burns & Company, LLC367,858
1.3% of portfolio›$12.3M
Murphy, Middleton, Hinkle & Parker, Inc.364,839
4.9% of portfolio›$12.2M
Capital Squared Financial LLC340,355
7.2% of portfolio›$11.3M
Cdkv Holdings LLC339,388
8.6% of portfolio›$11.3M
White Pine Investment Co330,256
0.0% of portfolio›$11.0K
Harbor Group, Inc.324,363
1.3% of portfolio›$10.8M
Fiduciary Alliance LLC324,306
0.8% of portfolio›$10.8M
Visionary Wealth Advisors309,613
0.4% of portfolio›$10.3M
Enclave Advisors LLC308,689
1.3% of portfolio›$10.3M
Arnold Financial Planning LLC294,802
6.7% of portfolio›$9.8M
MFG Investments, LLC294,784
10.6% of portfolio›$9.8M
Thrive Wealth Management, LLC292,597
1.2% of portfolio›$9.7M
Christensen, King & Associates Investment Services, Inc.292,303
3.5% of portfolio›$9.7M
Independent Solutions Wealth Management, LLC289,147
1.2% of portfolio›$9.6M
Sagespring Wealth Partners, LLC287,804
0.1% of portfolio›$9.6M
Integrated Advisors Network LLC276,799
0.4% of portfolio›$9.2M
Ackerman Capital Advisors, LLC274,856
1.8% of portfolio›$9.2M
Courage Miller Partners, LLC269,349
2.4% of portfolio›$9.0M
Schneider Downs Wealth Management Advisors, LP267,928
0.8% of portfolio›$8.9M
Lighthouse Wealth Management Inc.264,480
5.3% of portfolio›$8.8M
Councilor Wealth, LLC255,733
3.5% of portfolio›$8.5M
Baring Financial LLC241,830
4.3% of portfolio›$8.1M
Weinberger Asset Management, Inc240,993
2.5% of portfolio›$8.0M
BlueSky Wealth Advisors, LLC239,455
0.9% of portfolio›$8.0M
Avior Wealth Management, LLC225,516
0.2% of portfolio›$7.5M
Curtis Advisory Group, LLC211,350
1.3% of portfolio›$7.0M
Ifrah Financial Services, Inc.205,202
1.7% of portfolio›$6.8M
Phillip James Consulting Co.199,607
4.5% of portfolio›$6.6M
New Hampshire Trust198,761
1.2% of portfolio›$6.6M
Evergreen Advisors, LLC197,854
1.4% of portfolio›$6.6M
Westbourne Investment Advisors, Inc.197,380
1.7% of portfolio›$6.6M
Apex Wealth Management, LLC195,897
3.8% of portfolio›$6.5M
Capital Advisors Wealth Management, LLC192,080
0.7% of portfolio›$6.4M
SpringVest Wealth Management LLC190,900
3.9% of portfolio›$6.4M
Retirement Investment Advisors, Inc.185,498
0.4% of portfolio›$6.2M
Columbus Macro, LLC185,372
0.6% of portfolio›$6.2M
Valpey Financial Services, LLC182,886
3.6% of portfolio›$6.1M
Leeward Financial Partners, LLC181,236
1.6% of portfolio›$6.0M
Johnson Financial Group, LLC180,375
0.3% of portfolio›$6.0M
Meridian Wealth Management, LLC179,994
0.2% of portfolio›$6.0M
Plus Group Wealth Advisors LLC175,814
5.2% of portfolio›$5.9M
SAX Wealth Advisors, LLC174,872
0.2% of portfolio›$5.8M
Grey Fox Wealth Advisors, LLC171,984
0.9% of portfolio›$5.7M
Rinkey Investments170,249
1.4% of portfolio›$5.7M
Brown Wealth Management, LLC166,096
1.2% of portfolio›$5.5M
Partners Wealth Management, LLC159,703
0.6% of portfolio›$5.3M
KPP Advisory Services LLC157,459
0.9% of portfolio›$5.2M
Brandywine OAK Private Wealth LLC155,270
0.4% of portfolio›$5.2M
Villere ST Denis J & Co LLC149,910
0.6% of portfolio›$5.0M
Vise Technologies, Inc.148,947
0.0% of portfolio›$5.0M
Blue Bell Private Wealth Management, LLC145,836
0.6% of portfolio›$4.9M
SeaCrest Wealth Management, LLC143,901
0.5% of portfolio›$4.8M
Kingswood Wealth Advisors, LLC143,706
0.2% of portfolio›$4.8M
Golden Bell Financial Planning LLC141,573
3.5% of portfolio›$4.7M
Affinity Capital Advisors, LLC136,222
0.5% of portfolio›$4.6M
Allen Capital Group, LLC135,710
0.4% of portfolio›$4.5M
RFG Advisory, LLC129,966
0.1% of portfolio›$4.3M
Joseph Group Capital Management128,930
0.8% of portfolio›$4.3M
Barden Capital Management, Inc.126,433
3.8% of portfolio›$4.2M
Unique Wealth, LLC126,098
0.5% of portfolio›$4.2M
Newman Dignan & Sheerar, Inc.125,735
0.8% of portfolio›$4.2M
Centerline Wealth Advisors, LLC125,562
1.3% of portfolio›$4.2M
RKL Wealth Management LLC124,800
0.3% of portfolio›$4.2M
rebel Financial LLC119,788
1.6% of portfolio›$4.0M
Everhart Financial Group, Inc.118,084
0.2% of portfolio›$3.9M
CFG Wealth Management Services, Inc.117,965
3.6% of portfolio›$3.9M
Truist Financial Corp113,671
0.0% of portfolio›$3.8M
Foster Victor Wealth Advisors, LLC113,359
0.2% of portfolio›$3.9M
Murphy & Mullick Capital Management Corp109,705
2.2% of portfolio›$3.7M
American Financial & TAX Strategies Inc109,501
1.7% of portfolio›$3.6M
Diversified Enterprises, LLC109,363
0.2% of portfolio›$3.6M
Cypress Financial Planning LLC105,203
0.9% of portfolio›$3.5M
Woodmont Investment Counsel LLC104,114
0.2% of portfolio›$3.5M
HB Wealth Management, LLC103,166
0.0% of portfolio›$3.4M
IVC Wealth Advisors LLC100,873
1.3% of portfolio›$3.4M
Altus Wealth Group LLC100,548
1.3% of portfolio›$3.3M
ZynergyRetirementPlanningLLC96,985
1.7% of portfolio›$3.2M
Nadler Financial Group, Inc.94,805
0.3% of portfolio›$3.2M
Concurrent Investment Advisors, LLC94,003
0.0% of portfolio›$3.1M
Steele Capital Management, Inc.91,561
0.1% of portfolio›$3.0M
Embree Financial Group89,045
0.3% of portfolio›$3.0M
Lido Advisors, LLC88,740
0.0% of portfolio›$3.0M
ETF Store, Inc.87,387
2.4% of portfolio›$2.9M
Mission Wealth Management, LP87,067
0.0% of portfolio›$2.9M
Wilkins Miller Wealth Management, LLC84,100
1.6% of portfolio›$2.8M
Myecfo, LLC80,960
1.0% of portfolio›$2.7M
Dynamic Advisor Solutions LLC80,933
0.1% of portfolio›$2.7M
Riversedge Advisors, LLC80,473
0.3% of portfolio›$2.7M
Fagan Associates, Inc.79,918
0.3% of portfolio›$2.7M
Chicago Partners Investment Group LLC78,951
0.0% of portfolio›$2.7M
Amicus Financial Advisors, LLC76,756
0.7% of portfolio›$2.6M
Valley Forge Investment Consultants Inc ADV76,481
0.6% of portfolio›$2.5M
Apollon Wealth Management, LLC74,055
0.0% of portfolio›$2.5M
Apella Capital, LLC73,505
0.0% of portfolio›$2.5M
Matthew Goff Investment Advisor, LLC73,444
0.4% of portfolio›$2.4M
Asset One Wealth Management LLC71,484
0.2% of portfolio›$2.4M
Cambridge Financial Group, LLC70,065
0.8% of portfolio›$2.4M
Monetary Solutions, Ltd67,481
1.9% of portfolio›$2.2M
Ridgewood Investments LLC67,331
0.8% of portfolio›$2.2M
Asset Dedication, LLC67,146
0.1% of portfolio›$2.2M
Principal Financial Group Inc66,665
0.0% of portfolio›$2.2M
Schaeffer Financial LLC66,488
1.7% of portfolio›$2.2M
Twin Cities Retirement Group LLC66,183
1.8% of portfolio›$2.2M
BCS Wealth Management66,125
0.4% of portfolio›$2.2M
Assetmark, Inc65,803
0.0% of portfolio›$2.2M
Weaver Capital Management LLC64,704
0.4% of portfolio›$2.2M
Bigelow Investment Advisors, LLC62,168
0.7% of portfolio›$2.1M
CGN Advisors LLC61,842
0.2% of portfolio›$2.1M
Lederer & Associates Investment Counsel60,008
0.0% of portfolio›$2.0K
Avity Investment Management Inc.59,931
0.1% of portfolio›$2.0M
Maia Wealth LLC59,672
0.3% of portfolio›$2.0M
Parallel Advisors, LLC59,548
0.0% of portfolio›$2.0M
Stewardship Advisors, LLC59,166
0.4% of portfolio›$2.0M
B&D White Capital Company, LLC58,998
0.2% of portfolio›$2.0M
Moisand Fitzgerald Tamayo, LLC58,679
0.2% of portfolio›$2.0M
Retirement Planning Group, LLC58,419
0.0% of portfolio›$1.9M
Cornerstone Wealth Management, LLC58,236
0.1% of portfolio›$1.9M
Bernardo Wealth Planning LLC57,796
0.2% of portfolio›$1.9M
Indivisible Partners57,204
0.1% of portfolio›$1.9M
William Mack & Associates, Inc.57,034
0.6% of portfolio›$1.9M
Copper Harbor Investment Advisors, LLC56,128
0.4% of portfolio›$1.9M
Duncker Streett & Co Inc55,825
0.3% of portfolio›$1.9M
Wealthcare Advisory Partners LLC55,566
0.0% of portfolio›$1.9M
Emerald Advisors, LLC55,154
0.2% of portfolio›$1.8M
EverSource Wealth Advisors, LLC55,124
0.1% of portfolio›$1.8M
Grandview Asset Management LLC54,961
0.5% of portfolio›$1.8M
K2 Financial Inc.54,697
1.3% of portfolio›$1.9M
United Advisor Group, LLC54,456
0.2% of portfolio›$1.8M
Modera Wealth Management, LLC54,294
0.0% of portfolio›$1.8M
Whitener Capital Management, Inc.54,283
0.4% of portfolio›$1.8M
Sima Wealth Partners, LLC54,177
1.3% of portfolio›$1.8M
Root Financial Partners, LLC53,932
0.1% of portfolio›$1.8M
Clear Retirement Advice LLC53,265
1.2% of portfolio›$1.8M
Altfest L J & Co Inc52,238
0.2% of portfolio›$1.7M
GW Henssler & Associates LTD52,229
0.1% of portfolio›$1.7M
Blossom Wealth Management50,442
2.3% of portfolio›$1.7M
Long Island Wealth Management, Inc.48,625
0.6% of portfolio›$1.6M
Csenge Advisory Group48,535
0.1% of portfolio›$1.6M
Aspiriant, LLC48,121
0.0% of portfolio›$1.6M
Sovran Advisors, LLC47,584
0.1% of portfolio›$1.7M
Avidian Wealth Enterprises, LLC46,740
0.0% of portfolio›$1.6M
R2 Capital Strategies, LLC46,650
0.7% of portfolio›$1.6M
Wedmont Private Capital46,322
0.0% of portfolio›$1.6M
DDD Partners, LLC46,304
0.1% of portfolio›$1.5M
Valeo Financial Advisors, LLC45,617
0.0% of portfolio›$1.5M
Blue Capital, Inc.45,600
0.9% of portfolio›$1.5M
Cassaday & Co Wealth Management LLC45,484
0.0% of portfolio›$1.5M
Seed Wealth Management, Inc.44,930
0.9% of portfolio›$1.5M
Kelly Financial Group LLC43,928
0.3% of portfolio›$1.5M
Creekside Partners43,603
0.5% of portfolio›$1.5M
RMG Wealth Management LLC43,475
0.2% of portfolio›$1.5M
Ballast Financial Advisors LLC43,454
1.4% of portfolio›$1.4M
Vanguard Capital Wealth Advisors43,415
1.0% of portfolio›$1.4M
True North Advisors, LLC43,042
0.1% of portfolio›$1.4M
Sightline Wealth Advisors, LLC42,487
0.7% of portfolio›$1.4M
Eagle Harbor Asset Management Inc42,474
1.1% of portfolio›$1.4M
Thayer Financial, L.L.C.42,074
1.3% of portfolio›$1.4M
Santori & Peters, Inc.41,866
0.4% of portfolio›$1.4M
Capital Investment Advisory Services, LLC41,472
0.1% of portfolio›$1.4M
Visionary Horizons, LLC40,113
0.5% of portfolio›$1.3M
First County Bank39,172
0.6% of portfolio›$1.3M
J. Derek Lewis & Associates Inc.38,903
0.2% of portfolio›$1.3M
Koshinski Asset Management, Inc.38,707
0.1% of portfolio›$1.3M
John Boyer, Inc.38,036
1.0% of portfolio›$1.3M
Kestra Private Wealth Services, LLC37,434
0.0% of portfolio›$1.2M
Creative Financial Designs Inc37,308
0.1% of portfolio›$1.2M
Lodestar Private Asset Management LLC36,385
0.1% of portfolio›$1.2M
Gradient Capital Advisors, LLC36,137
0.3% of portfolio›$1.2M
Hoey Investments, Inc35,915
0.1% of portfolio›$1.2M
Diversify Advisory Services, LLC35,494
0.0% of portfolio›$1.2M
Diversify Wealth Management, LLC35,494
0.0% of portfolio›$1.2M
LexAurum Advisors, LLC35,185
0.1% of portfolio›$1.2M
Old National Bancorp35,153
0.0% of portfolio›$1.2M
Tactive Advisors, LLC34,337
0.3% of portfolio›$1.1M
Bond & Devick Financial Network, Inc.34,080
0.3% of portfolio›$1.1M
Quadrant Private Wealth Management, LLC33,881
0.1% of portfolio›$1.1M
SBE LLC DBA Cedar Cove Wealth Partners33,730
0.5% of portfolio›$1.1M
ARK & TLK Investments, LLC32,559
0.3% of portfolio›$1.1M
Hidden Cove Wealth Management, LLC32,363
0.6% of portfolio›$1.1M
Park Avenue Securities LLC31,972
0.0% of portfolio›$1.1K
D.A. Davidson & Co.31,935
0.0% of portfolio›$1.1M
Bfsg, LLC31,924
0.1% of portfolio›$1.1M
StoneX Group Inc.31,786
0.0% of portfolio›$1.1M
Signaturefd, LLC31,579
0.0% of portfolio›$1.1M
Beaumont Financial Advisors, LLC31,304
0.1% of portfolio›$1.0M
Patriot Financial Group Insurance Agency, LLC30,532
0.1% of portfolio›$1.0M
MassMutual Private Wealth & Trust, FSB30,463
0.0% of portfolio›$1.0M
Atlas Wealth Partners, LLC30,195
1.0% of portfolio›$1.0M
Ignite Planners, LLC29,921
0.1% of portfolio›$996.7K
Adelphi Trust Co29,639
0.7% of portfolio›$987.3K
Verum Partners LLC29,506
0.2% of portfolio›$982.8K
Kelleher Financial Advisors29,220
0.3% of portfolio›$973.3K
Greenleaf Trust29,166
0.0% of portfolio›$971.5K
HUB Investment Partners, LLC28,959
0.0% of portfolio›$964.6K
Koesten, Hirschmann & Crabtree, Inc.28,777
0.4% of portfolio›$958.6K
Hazlett, Burt & Watson, Inc.28,144
0.0% of portfolio›$935
Facet Wealth, Inc.27,663
0.0% of portfolio›$921.5K
Kathmere Capital Management, LLC27,656
0.0% of portfolio›$921.2K
Biltmore Family Office, LLC27,546
0.1% of portfolio›$917.6K
Axxcess Wealth Management, LLC26,930
0.0% of portfolio›$897.1K
Piedmont Capital Management, LLC26,550
0.5% of portfolio›$884.4K
Well Done, LLC26,265
0.1% of portfolio›$874.9K
WPG Advisers, LLC25,856
0.5% of portfolio›$861.3K
Greenwood Gearhart LLC25,731
0.0% of portfolio›$857.1K
WBH Advisory Inc25,658
0.1% of portfolio›$854.7K
Ironwood Financial, llc25,568
0.1% of portfolio›$851.7K
Grey Ledge Advisors, LLC25,558
0.2% of portfolio›$851.3K
Pacific Capital Wealth Advisors, Inc.25,261
0.1% of portfolio›$841.5K
Birchwood Financial Partners, Inc.25,189
0.6% of portfolio›$839.0K
Simon Quick Advisors, LLC25,056
0.0% of portfolio›$834.6K
Fortitude Advisory Group L.L.C.25,024
0.3% of portfolio›$833.5K
AdvisorNet Financial, Inc24,975
0.0% of portfolio›$847.2K
Robinson Smith Wealth Advisors LLC24,950
0.5% of portfolio›$831.1K
Everett Harris & Co24,944
0.0% of portfolio›$830.9K
Daymark Wealth Partners, LLC24,893
0.0% of portfolio›$829.2K
Signature Estate & Investment Advisors LLC24,726
0.0% of portfolio›$823.6K
Mayfair Advisory Group, LLC24,626
0.2% of portfolio›$820.3K
IFP Advisors, Inc24,615
0.0% of portfolio›$819.9K
Independent Wealth Network Inc.24,518
0.2% of portfolio›$816.7K
Towercrest Capital Management24,210
0.1% of portfolio›$806.4K
Alliance Wealth Management Group24,210
0.2% of portfolio›$806.4K
FF Advisors,LLC24,168
0.3% of portfolio›$805.0K
Lantz Financial LLC23,971
0.1% of portfolio›$798.5K
MidAtlantic Capital Management, Inc.23,621
0.5% of portfolio›$786.8K
Sculati Wealth Management, LLC23,035
0.3% of portfolio›$784.1K
Pinion Investment Advisors, LLC22,814
0.1% of portfolio›$759.9K
Aire Advisors, LLC22,543
0.1% of portfolio›$750.9K
Marquette Asset Management, LLC22,246
0.1% of portfolio›$741.0K
Cyndeo Wealth Partners, LLC22,031
0.0% of portfolio›$733.9K
Blue Trust, Inc.21,767
0.0% of portfolio›$725.0K
Womack Financial LLC21,686
0.5% of portfolio›$722.4K
Bullock Wealth Management Group21,653
0.3% of portfolio›$722.8K
Ring Mountain Capital, LLC21,295
0.3% of portfolio›$709.3K
Rockwood Wealth Management, LLC21,275
0.0% of portfolio›$708.7K
Uptown Financial Advisors LLC20,492
0.5% of portfolio›$682.6K
Sentinel Pension Advisors, LLC20,280
0.1% of portfolio›$675.5K
Brighton Jones LLC20,260
0.0% of portfolio›$674.9K
HMV Wealth Advisors, LLC19,992
0.3% of portfolio›$665.9K
Center for Financial Planning, Inc.19,879
0.1% of portfolio›$662.2K
Summit Wealth Group LLC / Co19,723
0.0% of portfolio›$657.0K
LWM Advisors Inc19,454
0.5% of portfolio›$648.0K
Market Street Wealth Management Advisors LLC19,393
0.1% of portfolio›$646.0K
Obermeyer Wealth Partners19,350
0.0% of portfolio›$644.5K
SkyOak Wealth, LLC18,744
0.1% of portfolio›$624.4K
Strategic Family Wealth Counselors, L.L.C.18,529
0.1% of portfolio›$617.2K
Fonville Wealth Management LLC18,523
0.1% of portfolio›$617.0K
International Assets Investment Management, LLC18,285
0.0% of portfolio›$610.4K
Carret Asset Management, LLC18,283
0.1% of portfolio›$609.0K
M Holdings Securities, Inc.18,251
0.0% of portfolio›$633
Radnor Capital Management, LLC18,210
0.1% of portfolio›$606.6K
Wilmington Savings Fund Society, FSB18,210
0.0% of portfolio›$606.6K
Ejmk Ventures LLC17,989
0.3% of portfolio›$599.2K
LongView Wealth Management17,936
0.1% of portfolio›$597.4K
Kellett Wealth Advisors, LLC17,907
0.2% of portfolio›$596.5K
Stackstone Wealth, LLC17,850
0.1% of portfolio›$594.6K
Goldstein Advisors, LLC17,789
0.1% of portfolio›$592.6K
Citigroup Inc17,468
0.0% of portfolio›$581.9K
Cooper S Advisors, LLC17,113
0.2% of portfolio›$570.0K
XY Planning Network, Inc.16,991
0.1% of portfolio›$566.0K
Cascade Investment Advisors, Inc.16,930
0.3% of portfolio›$563.9K
Livet Wealth, LLC16,921
0.3% of portfolio›$563.6K
Fulton Bank, N.A.16,779
0.0% of portfolio›$558.9K
Burkett Financial Services, LLC16,651
0.2% of portfolio›$554.6K
Quartz Partners, LLC16,248
0.2% of portfolio›$541.2K
Brickley Wealth Management16,177
0.1% of portfolio›$538.9K
Smith Salley Wealth Management16,042
0.0% of portfolio›$534.4K
WMG Financial Advisors, LLC15,985
0.2% of portfolio›$556.4K
TruNorth Capital Management, LLC15,885
0.1% of portfolio›$529.1K
Elevation Point Wealth Partners, LLC15,826
0.0% of portfolio›$527.2K
Blueprint Investment Partners LLC15,788
0.0% of portfolio›$525.9K
Soltis Investment Advisors LLC15,734
0.0% of portfolio›$524.1K
Trust Point Inc.15,566
0.0% of portfolio›$518.5K
Lynx Investment Advisory15,456
0.2% of portfolio›$514.8K
Blueprint Financial Advisors LLC15,068
0.1% of portfolio›$501.9K
Princeton Global Asset Management LLC15,040
0.1% of portfolio›$501.0K
Harel Insurance Investments & Financial Services Ltd.14,500
0.0% of portfolio›$483
Cutler Investment Counsel LLC14,429
0.0% of portfolio›$480.6K
Diversified Investment Strategies, LLC13,903
0.3% of portfolio›$463.1K
Traveka Wealth, LLC13,779
0.1% of portfolio›$459.0K
Fortune Financial Group, Inc.13,774
0.4% of portfolio›$458.8K
Sachem Hill LLC13,652
0.1% of portfolio›$454.7K
Associated Banc-Corp13,446
0.0% of portfolio›$447.9K
SeaBridge Investment Advisors LLC13,395
0.1% of portfolio›$446.2K
Collective Family Office LLC13,283
0.1% of portfolio›$442.5K
Meredith Wealth Planning13,224
0.1% of portfolio›$440.5K
Verdence Capital Advisors LLC12,898
0.0% of portfolio›$429.6K
Cambridge Advisors Inc.12,868
0.1% of portfolio›$428.6K
G2 Capital Management, LLC / OH12,816
0.1% of portfolio›$426.9K
Sigma Planning Corp12,730
0.0% of portfolio›$408.0K
Patriot Investment Management Group, Inc.12,718
0.0% of portfolio›$423.6K
Atria Investments, Inc12,632
0.0% of portfolio›$420.8K
Stone Summit Wealth LLC12,590
0.1% of portfolio›$419.4K
Joseph P. Lucia & Associates, LLC12,450
0.1% of portfolio›$414.7K
Mengis Capital Management, Inc.12,444
0.1% of portfolio›$414.5K
Allied Investment Advisors, LLC12,439
0.0% of portfolio›$414.3K
Bryn Mawr Trust Advisors, LLC12,365
0.0% of portfolio›$411.9K
Hurley Capital, LLC12,282
0.2% of portfolio›$409.1K
Elm3 Financial Group, LLC12,274
0.3% of portfolio›$408.9K
Aurora Private Wealth, Inc.12,253
0.0% of portfolio›$408
Abacus Planning Group, Inc.12,207
0.0% of portfolio›$406.6K
Chapman Financial Group, LLC12,156
0.3% of portfolio›$404.9K
Chesley Taft & Associates LLC12,130
0.0% of portfolio›$404.1K
Quarry Hill Advisors, LLC12,120
0.2% of portfolio›$403.7K
Chapin Davis, Inc.12,110
0.1% of portfolio›$403.4K
Wealth Dimensions Group, Ltd.11,944
0.1% of portfolio›$397.9K
Certior Financial Group, LLC11,902
0.2% of portfolio›$396.5K
Global Wealth Strategies & Associates11,829
0.1% of portfolio›$394.0K
Tenret Co LLC11,717
0.2% of portfolio›$390.3K
Austin Asset Management Co Inc11,439
0.1% of portfolio›$381.0K
Crescent Sterling, Ltd.11,296
0.3% of portfolio›$376.3K
Mirador Capital Partners LP11,180
0.0% of portfolio›$372.4K
Milestone Asset Management Group, LLC11,098
0.2% of portfolio›$369.7K
G&S Capital LLC10,969
0.1% of portfolio›$365.4K
Financial Synergies Wealth Advisors, Inc.10,882
0.0% of portfolio›$362.5K
PUREfi Wealth, LLC10,877
0.2% of portfolio›$362.3K
Claro Advisors Inc.10,807
0.0% of portfolio›$360.0K
Archvest Wealth Advisors, Inc.10,804
0.2% of portfolio›$359.9K
DecisionMap Wealth Management, LLC10,732
0.2% of portfolio›$357.5K
Capital Investment Advisors, LLC10,480
0.0% of portfolio›$349.1K
JFS Wealth Advisors, LLC10,309
0.0% of portfolio›$343.4K
Hardin Capital Partners, LLC10,214
0.2% of portfolio›$340.2K
Guardian Asset Advisors, LLC10,201
0.2% of portfolio›$339.8K
Code Waechter LLC10,166
0.2% of portfolio›$338.6K
LifeSteps Financial, Inc.10,144
0.2% of portfolio›$337.9K
Shearwater Capital LLC9,857
0.2% of portfolio›$328.3K
Bensler, LLC9,815
0.0% of portfolio›$326.9K
Demars Financial Group, LLC9,792
0.1% of portfolio›$326.2K
Evanson Financial, LLC9,772
0.0% of portfolio›$325.5K
Forza Wealth Management, LLC9,768
0.1% of portfolio›$325.4K
Waterfront Wealth Inc.9,731
0.1% of portfolio›$333.9K
Acorn Financial Advisory Services Inc9,709
0.0% of portfolio›$323.4K
Acropolis Investment Management, LLC9,684
0.0% of portfolio›$322.6K
Bluedoor Private Wealth, LLC9,362
0.1% of portfolio›$311.8K
OpenArc Corporate Advisory, LLC9,308
0.0% of portfolio›$310.1K
Dhjj Financial Advisors, Ltd.9,290
0.1% of portfolio›$309.4K
Forum Financial Management, LP9,186
0.0% of portfolio›$306.0K
Klingman & Associates, LLC9,045
0.0% of portfolio›$301.3K
ZWJ Investment Counsel Inc9,014
0.0% of portfolio›$300.2K
Clark Wealth Partners8,960
0.2% of portfolio›$298.5K
TCI Wealth Advisors, Inc.8,868
0.0% of portfolio›$295.4K
Millennium Capital Advisors, LLC8,852
0.2% of portfolio›$294.9K
TrustWell Financial Advisors, LLC8,745
0.2% of portfolio›$291.3K
Pinnacle Wealth Planning Services, Inc.8,600
0.0% of portfolio›$286.5K
Tcfg Investment Advisors, LLC8,508
0.1% of portfolio›$283.4K
Matisse Capital8,503
0.1% of portfolio›$283.2K
Focused Wealth Management, Inc8,460
0.0% of portfolio›$281.8K
Hengehold Capital Management LLC8,386
0.0% of portfolio›$279.3K
Harbor Asset Planning, Inc.8,379
0.2% of portfolio›$279.1K
Chicago Capital, LLC8,294
0.0% of portfolio›$276.3K
Integrity Advisory Solutions, LLC8,283
0.0% of portfolio›$275.9K
Penobscot Wealth Management8,279
0.1% of portfolio›$275.8K
Brian LOW Financial Group, LLC8,218
0.2% of portfolio›$273.8K
Essex LLC8,182
0.0% of portfolio›$272.5K
Aprio Wealth Management, LLC8,137
0.0% of portfolio›$271.0K
Clark Asset Management, LLC8,118
0.0% of portfolio›$270.4K
Advocate Group LLC8,100
0.0% of portfolio›$269.8K
Signature Equity Partners, LLC8,098
0.1% of portfolio›$269.7K
Hill Island Financial LLC8,096
0.1% of portfolio›$269.7K
RBA Wealth Management, LLC8,017
0.1% of portfolio›$267.0K
Comprehensive Financial Planning, Inc.8,008
0.1% of portfolio›$266.7K
Legacy Solutions, LLC8,004
0.2% of portfolio›$266.6K
Acorn Wealth Advisors, LLC8,000
0.1% of portfolio›$266.5K
Revolve Wealth Partners, LLC7,948
0.0% of portfolio›$264.7K
CWA Asset Management Group, LLC7,941
0.0% of portfolio›$264.5K
Davenport & Co LLC7,941
0.0% of portfolio›$264.5K
AlphaCore Capital LLC7,867
0.0% of portfolio›$262.0K
Parkside Financial Bank & Trust7,836
0.0% of portfolio›$261.0K
Oppenheimer Asset Management Inc.7,825
0.0% of portfolio›$260.7K
Forvis Mazars Wealth Advisors, LLC7,815
0.0% of portfolio›$260.3K
Apollon Financial, LLC7,788
0.0% of portfolio›$259.4K
Perryman Financial Advisory Inc7,743
0.0% of portfolio›$257.9K
Hillcrest Wealth Advisors - NY, LLC7,688
0.1% of portfolio›$256.1K
William Howard & Co Financial Advisors Inc7,667
0.2% of portfolio›$255.4K
Landaas & Co7,600
0.0% of portfolio›$253.2K
Fifth Third Wealth Advisors LLC7,495
0.0% of portfolio›$249.7K
Northwest Wealth Management, LLC7,414
0.0% of portfolio›$247.0K
Wedgewood Investors Inc7,389
0.3% of portfolio›$246.1K
Citizens Financial Group Inc7,341
0.0% of portfolio›$244.5K
Sunrise Financial Services, LLC7,327
0.1% of portfolio›$244.1K
Keudell ison Wealth Management7,300
0.0% of portfolio›$243.2K
Gamma Investing LLC7,223
0.0% of portfolio›$240.6K
Mainsail Financial Group, LLC7,210
0.1% of portfolio›$240.2K
Atticus Wealth Management, LLC7,133
0.1% of portfolio›$237.6K
Bell Investment Advisors, Inc7,096
0.0% of portfolio›$236.4K
Badgley Phelps Wealth Managers, LLC7,057
0.0% of portfolio›$235.1K
Fearless Solutions, LLC dba Best Invest7,007
0.1% of portfolio›$233.4K
Simplicity Wealth,LLC6,956
0.0% of portfolio›$231.7K
Clear Creek Financial Management, LLC6,951
0.0% of portfolio›$231.5K
Praetorian Wealth Management, Inc.6,900
0.0% of portfolio›$229.8K
Hamilton Capital, LLC6,885
0.0% of portfolio›$229.3K
GoalVest Advisory LLC6,873
0.0% of portfolio›$228.9K
Madden Securities Corp6,870
0.1% of portfolio›$228.8K
KW Wealth Management LLC6,819
0.2% of portfolio›$227.1K
Wealth Management Nebraska6,798
0.0% of portfolio›$226.4K
Salem Investment Counselors Inc6,765
0.0% of portfolio›$225.4K
Patrick M Sweeney & Associates, Inc6,749
0.1% of portfolio›$224.8K
Crestwood Advisors Group, LLC6,738
0.0% of portfolio›$224.4K
Planned Solutions, Inc.6,696
0.1% of portfolio›$223.0K
PFG Advisors6,696
0.0% of portfolio›$223.1K
Appleton Partners Inc6,662
0.0% of portfolio›$222
Columbia Advisory Partners LLC6,652
0.1% of portfolio›$221.6K
Saxon Interests, Inc.6,552
0.1% of portfolio›$218.2K
Valley National Advisers Inc6,418
0.0% of portfolio›$213.8K
Chilton Capital Management LLC6,399
0.0% of portfolio›$213.2K
Carolina Wealth Management Inc6,385
0.1% of portfolio›$212.7K
Blueline Advisors LLC6,365
0.1% of portfolio›$212.0K
Legacy Bridge, LLC6,341
0.1% of portfolio›$211.2K
Colton Groome Financial Advisors, LLC6,316
0.0% of portfolio›$210.4K
First National Bank of Mount Dora, Trust Investment Services6,300
0.0% of portfolio›$209.9K
West Paces Advisors Inc.6,300
0.0% of portfolio›$209.9K
Winebrenner Capital Management LLC6,276
0.1% of portfolio›$209.1K
Leading Edge Financial Planning LLC6,273
0.0% of portfolio›$208.9K
25 LLC6,252
0.1% of portfolio›$208.3K
Marotta Asset Management6,245
0.0% of portfolio›$208.0K
Spire Wealth Management6,221
0.0% of portfolio›$207.2K
Western Reserve Capital Management, LLC6,201
0.1% of portfolio›$206.6K
Accredited Investor Services, LLC6,025
0.1% of portfolio›$200.7K
Prospera Financial Services Inc5,926
0.0% of portfolio›$205.3K
Sage Mountain Advisors LLC5,370
0.0% of portfolio›$178.9K
CoreCap Advisors, LLC5,303
0.0% of portfolio›$176.7K
Arcadia Investment Advisors LLC5,289
0.1% of portfolio›$176.2K
Eastern Bank5,105
0.0% of portfolio›$170.0K
Halbert Hargrove Global Advisors, LLC5,097
0.0% of portfolio›$169.8K
Lodestone Wealth Management LLC4,943
0.1% of portfolio›$164.6K
MeadowBrook Investment Advisors LLC4,905
0.1% of portfolio›$169.6K
Richards, Merrill & Peterson, Inc.4,900
0.0% of portfolio›$163.2K
Ashton Thomas Private Wealth, LLC4,571
0.0% of portfolio›$152.3K
Private Trust Co NA4,494
0.0% of portfolio›$149.7K
Costello Asset Management, Inc4,407
0.0% of portfolio›$146.8K
First Community Trust NA4,335
0.0% of portfolio›$144.4K
Gleason Group, Inc.4,216
0.0% of portfolio›$140.4K
Kennebec Savings Bank4,068
0.1% of portfolio›$135.5K
Wealth Analytics Partners, LLC4,038
0.0% of portfolio›$134.5K
Pinnacle Bancorp, Inc.3,982
0.0% of portfolio›$132.6K
Flagship Wealth Advisors, LLC3,144
0.0% of portfolio›$104.7K
Rosenberg Matthew Hamilton3,000
0.0% of portfolio›$99.9K
Citizens National Bank Trust Department2,965
0.0% of portfolio›$98.8K
Kozak & Associates, Inc.2,932
0.0% of portfolio›$101.5K
Cullen T Bankers, Inc.2,589
0.0% of portfolio›$86.2K
Evensky & Katz LLC2,582
0.0% of portfolio›$86
SRH Advisors, LLC2,484
0.0% of portfolio›$82.7K
Horizon Financial Services, LLC2,244
0.0% of portfolio›$74.7K
Signature Resources Capital Management, LLC2,227
0.0% of portfolio›$74.2K
Hanson & Doremus Investment Management2,175
0.0% of portfolio›$72
Jnba Financial Advisors2,067
0.0% of portfolio›$68.9K
Burk Holdings LLC2,007
0.0% of portfolio›$66.9K
Planning Strategies Inc.1,968
0.0% of portfolio›$65.6K
Robbins Farley1,900
0.0% of portfolio›$63.3K
Mogy Joel R Investment Counsel Inc1,756
0.0% of portfolio›$58.5K
Blume Capital Management, Inc.1,650
0.0% of portfolio›$55.0K
Key FInancial Inc1,621
0.0% of portfolio›$54.0K
MTM Investment Management, LLC1,619
0.0% of portfolio›$53.9K
Avion Wealth1,499
0.0% of portfolio›$49
Pflug Koory, LLC1,463
0.0% of portfolio›$48.7K
Trust Co1,436
0.0% of portfolio›$47.8K
Downshift Financial, LLC1,369
0.0% of portfolio›$45.6K
Family Capital Trust Co1,281
0.0% of portfolio›$42.7K
Wealth Enhancement Trust Services, Inc.1,263
0.0% of portfolio›$42.1K
Pacific Center for Financial Services1,196
0.0% of portfolio›$39.8K
Versant Capital Management, Inc1,100
0.0% of portfolio›$36.7K
Ascentis Independent Advisors1,048
0.0% of portfolio›$34.9K
Laurel Wealth Advisors LLC915
0.0% of portfolio›$30.5K
McCarley & Cook Financial Planners906
0.0% of portfolio›$30.2K
DT Investment Partners, LLC894
0.0% of portfolio›$29.8K
DiNuzzo Private Wealth, Inc.876
0.0% of portfolio›$29.2K
Abound Wealth Management864
0.0% of portfolio›$28.8K
Horizons Wealth Management844
0.0% of portfolio›$28.1K
True Wealth Design, LLC702
0.0% of portfolio›$23.4K
Vima LLC685
0.0% of portfolio›$22.8K
Tradewinds Capital Management, LLC660
0.0% of portfolio›$22.0K
Reap Financial Group, LLC645
0.0% of portfolio›$21.5K
Ares Financial Consulting, LLC624
0.0% of portfolio›$20.8K
Cherry Tree Wealth Management, LLC612
0.0% of portfolio›$20.4K
Ascentis Wealth Management, LLC591
0.0% of portfolio›$19.7K
Barnes Dennig Private Wealth Management LLC543
0.0% of portfolio›$18.1K
Nova Financial LLC525
0.0% of portfolio›$17.5K
First Premier Bank510
0.0% of portfolio›$17
Evolution Wealth Management Inc.456
0.0% of portfolio›$15.2K
Heritage Family Offices, LLP385
0.0% of portfolio›$12.8K
Align Financial, LLC375
0.0% of portfolio›$12.5K
Main Street Group, LTD362
0.0% of portfolio›$12.1K
Mowery & Schoenfeld Wealth Management, LLC357
0.0% of portfolio›$11.9K
Morton Brown Family Wealth, LLC354
0.0% of portfolio›$11.8K
EPG Wealth Management LLC324
0.0% of portfolio›$10.8K
Trust Co of Vermont291
0.0% of portfolio›$9.7K
Phillips Financial Management, LLC279
0.0% of portfolio›$9.3K
Wilkerson Advisory Group LLC253
0.0% of portfolio›$8.4K
Carolina Wealth Advisors, LLC242
0.0% of portfolio›$8.1K
Simplex Trading, LLC238
0.0% of portfolio›$7.9K
3 Factor Indexing, LLC229
0.0% of portfolio›$7.6K
Harbor Investment Advisory, LLC225
0.0% of portfolio›$7.5K
Glass Jacobson Investment Advisors llc189
0.0% of portfolio›$6.3K
Transce3nd, LLC144
0.0% of portfolio›$5.0K
Cedar Mountain Advisors, LLC114
0.0% of portfolio›$3.8K
First Pacific Financial112
0.0% of portfolio›$3.7K
Armor Investment Advisors, LLC99
0.0% of portfolio›$3.3K
Buck Wealth Strategies, LLC66
0.0% of portfolio›$2.2K
TD Private Client Wealth LLC47
0.0% of portfolio›$1.6K
Clayton Financial Group LLC46
0.0% of portfolio›$1.5K
Triumph Capital Management30
0.0% of portfolio›$999
Quaker Wealth Management, LLC29
0.0% of portfolio›$966
DB Fitzpatrick & Co, Inc29
0.0% of portfolio›$966
Activest Wealth Management29
0.0% of portfolio›$966
SJS Investment Consulting Inc.15
0.0% of portfolio›$500
Wolff Wiese Magana LLC15
0.0% of portfolio›$500
Spurstone Advisory Services, LLC12
0.0% of portfolio›$401
StyleTurnoverLocationFiled
Avantax Planning Partners, Inc.
9,899,457$329.8M8.3%ETFLowDubuque, IA2026-11-03
Mather Group, Llc.
7,720,024$257.2M2.2%ETFMediumChicago, IL2026-10-14
Vantagepoint Investment Advisers LLC
7,324,375$244.0M1.8%ETFVery LowWashington, DC2026-10-26
Wealth Enhancement Advisory Services, LLC
3,681,499$124.5M0.2%CoreLowPlymouth, MN2026-10-13
Gemmer Asset Management LLC
3,341,318$111.3M7.3%ETFLowWalnut Creek, CA2026-10-16
Mokosak Advisory Group, LLC
3,043,184$101.4M22.3%ETFVery LowUrbandale, IA2026-10-20
Rainey & Randall Wealth Advisors Inc.
3,033,676$101.1M14.5%ETFVery LowCelebration, FL2026-10-26
Krilogy Financial LLC
2,852,950$97.1M2.7%GrowthLowSt. Louis, MO2026-10-13
Exchange Traded Concepts, LLC
2,588,904$86.2M0.3%GrowthMediumOklahoma City, OK2026-10-28
Cooper Financial Group
2,360,396$78.6M6.3%GrowthMediumIrvine, CA2026-10-07
Black Diamond Financial, LLC
1,872,984$62.4M5.3%ETFVery LowTowson, MD2026-10-26
Financial Management Professionals, Inc.
1,738,485$57.9M5.5%ETFMediumAustin, TX2026-10-23
Creative Planning
1,719,804$57.3M0.0%IndexVery LowOverland Park, KS2026-11-02
GenWealth Group, Inc.
1,653,013$55.1M8.6%ETFMediumMaplewood, NJ2026-10-16
HRC Wealth Management, LLC
1,297,154$43.2M17.2%ETFVery LowMoscow, ID2026-10-16
XML Financial, LLC
1,278,661$42.6M3.1%ETFLowBethesda, MD2026-10-29
Summit Asset Management, LLC
1,222,575$40.7M5.2%ETFLowMemphis, TN2026-11-05
Veery Capital, LLC
1,215,553$40.5M10.8%ETFVery LowWilmington, DE2026-10-07
Midwest Trust Co
1,191,397$39.7M0.4%CoreLowOverland Park, KS2026-10-22
TSG Advice Partners, LLC
1,099,433$38.3M5.0%ETFN/AColumbus, OH2026-10-29
Southern Michigan Bank & Trust
1,052,949$35.1M12.5%ETFLowColdwater, MI2026-10-19
GHP Investment Advisors, Inc.
1,036,220$34.5M1.3%CoreVery LowDenver, CO2026-10-15
Dodds Wealth, LLC
1,015,453$33.8M7.6%ETFVery LowGreenwood Village, CO2026-11-02
Kestra Advisory Services, LLC
984,053$32.8M0.1%CoreLowAustin, TX2026-11-02
Serenity Investment Advisors
973,939$32.4M14.1%ETFVery LowChicago, IL2026-10-30
Farther Finance Advisors, LLC
890,366$29.7M0.2%IndexLowSan Francisco, CA2026-10-08
KRM Wealth Management L.L.C.
886,581$29.5M12.9%ETFVery LowReno, NV2026-11-02
CX Institutional
869,829$29.0K0.8%CoreMediumAuburn, IN2026-10-02
Sage Financial Group Inc
775,763$25.8M1.4%ETFVery LowW. Conshohocken, PA2026-10-27
Persium Advisors, LLC
765,306$25.5M13.3%ETFLowAtlanta, GA2026-10-07
Noble Family Wealth, LLC
724,256$24.1M4.3%ETFVery LowClearwater, FL2026-10-26
Keeler & Nadler Financial Planning & Wealth Management
706,245$23.5M6.4%ETFLowDublin, OH2026-10-28
Meriwether Wealth & Planning, LLC
699,619$23.3M10.5%ETFMediumMinden, LA2026-10-13
Yankcom Partnership
647,164$21.6M7.5%CoreVery LowYankton, SD2026-10-15
Seneca Financial Advisors LLC
643,099$21.4M5.7%ETFLowRochester, NY2026-10-28
Cornerstone Wealth Advisors, Inc.
639,394$21.3M4.5%ETFLowEdina, MN2026-10-16
Prime Capital Investment Advisors, LLC
633,980$21.1M0.2%ETFLowOverland Park, KS2026-10-20
Friday Financial
627,761$21.0M4.1%ETFVery LowDubuque, IA2026-10-09
Perigon Wealth Management, LLC
626,977$20.9M0.3%GrowthLowSan Francisco, CA2026-10-22
Cliftonlarsonallen Wealth Advisors, LLC
624,241$20.8M0.3%ETFLowMinneapolis, MN2026-10-14
Seek First Inc.
605,994$20.2M13.0%ETFLowCampbell, CA2026-10-27
Cape Investment Advisory, Inc.
604,607$20.1M5.2%ETFLowMcdonough, GA2026-10-13
Focus Financial Network, Inc.
602,727$20.1M0.6%ETFLowMinneapolis, MN2026-10-14
Plancorp, LLC
602,521$20.9M0.5%ETFLowSaint Louis, MO2026-11-03
Choreo, LLC
596,840$19.9M0.2%IndexLowRockford, IL2026-10-28
Garde Capital, Inc.
577,027$19.2M1.1%ETFLowSeattle, WA2026-10-29
JBGlobal.com LLC
546,341$18.2M16.1%ETFMediumNew York, NY2026-10-13
Denver PWM, LLC
535,334$17.8M5.9%ETFLowDenver, CO2026-10-22
Spectrum Asset Management, Inc. (NB )
535,226$17.8M5.1%CoreMediumNewport Beach, CA2026-10-19
USAdvisors Wealth Management, LLC
524,666$17.5K0.0%ETFLowEden Prairie, MN2026-10-21
Cambridge Investment Research Advisors, Inc.
487,022$16.2K0.0%ETFLowFairfield, IA2026-11-02
Peak Wealth Management LLC
467,048$16.0M10.9%ETFMediumNashua, NH2026-10-26
Commonwealth Equity Services, LLC
459,665$15.3M0.0%ETFLowWaltham, MA2026-11-02
FAI Advisors, Inc.
448,988$15.0M5.8%GrowthLowFarmington Hills, MI2026-10-27
Martel Wealth Advisors LLC
434,231$14.5M2.3%ETFVery LowVancouver, WA2026-10-14
Brookstone Capital Management
432,575$14.4M0.1%ETFMediumWheaton, IL2026-10-22
Cathy Pareto & Associates, Inc
426,467$14.2M8.1%ETFLowCoral Gables, FL2026-10-15
Global Strategic Investment Solutions, LLC
423,616$14.1M1.2%ETFLowScottsdale, AZ2026-10-16
FSA Wealth Partners, Inc.
415,647$13.8M3.8%ETFHighRockville, MD2026-10-26
First Affirmative Financial Network
410,087$13.7M3.0%CoreN/AColorado Springs, CO2026-10-21
Certuity, LLC
405,311$13.5M0.6%GARPLowNorth Palm Beach, FL2026-11-02
Gill Capital Partners, LLC
380,577$12.7M3.5%ETFLowDenver, CO2026-10-13
Whitaker-Myers Wealth Managers, Ltd.
379,462$12.6M2.1%ETFMediumMansfield, OH2026-10-09
SteelPeak Wealth, LLC
378,051$12.6M0.3%GrowthHighWoodland Hills, CA2026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
370,434$12.3M0.2%GrowthVery LowSeattle, WA2026-10-27
Diversified Portfolios, Inc.
369,295$12.3M0.8%ETFLowBloomfield Hills, MI2026-11-04
James J. Burns & Company, LLC
367,858$12.3M1.3%ETFVery LowMelville, NY2026-10-22
Murphy, Middleton, Hinkle & Parker, Inc.
364,839$12.2M4.9%CoreVery HighThomasville, GA2026-10-15
Capital Squared Financial LLC
340,355$11.3M7.2%ETFVery LowRockville, MD2026-10-30
Cdkv Holdings LLC
339,388$11.3M8.6%ETFMediumDenver, CO2026-10-28
White Pine Investment Co
330,256$11.0K0.0%ETFVery LowLivonia, MI2026-10-15
Harbor Group, Inc.
324,363$10.8M1.3%ETFVery LowBedford, NH2026-10-14
Fiduciary Alliance LLC
324,306$10.8M0.8%CoreMediumGreenville, SC2026-10-13
Visionary Wealth Advisors
309,613$10.3M0.4%ETFLowO'Fallon, IL2026-11-04
Enclave Advisors LLC
308,689$10.3M1.3%ETFMediumAustin, TX2026-10-14
Arnold Financial Planning LLC
294,802$9.8M6.7%ETFVery LowHiawatha, IA2026-10-20
MFG Investments, LLC
294,784$9.8M10.6%ETFN/AMedford, NJ2026-10-30
Thrive Wealth Management, LLC
292,597$9.7M1.2%ETFVery LowAudubon, PA2026-10-13
Christensen, King & Associates Investment Services, Inc.
292,303$9.7M3.5%ETFVery LowRichland, WA2026-10-22
Independent Solutions Wealth Management, LLC
289,147$9.6M1.2%GrowthLowWilliamsville, NY2026-10-28
Sagespring Wealth Partners, LLC
287,804$9.6M0.1%ETFLowFranklin, TN2026-10-22
Integrated Advisors Network LLC
276,799$9.2M0.4%GrowthMediumDallas, TX2026-10-20
Ackerman Capital Advisors, LLC
274,856$9.2M1.8%ETFLowDallas, TX2026-10-30
Courage Miller Partners, LLC
269,349$9.0M2.4%ETFVery LowNorfolk, VA2026-10-21
Schneider Downs Wealth Management Advisors, LP
267,928$8.9M0.8%ETFVery LowPittsburgh, PA2026-10-27
Lighthouse Wealth Management Inc.
264,480$8.8M5.3%ETFLowAshland, OH2026-10-13
Councilor Wealth, LLC
255,733$8.5M3.5%ETFLowBethesda, MD2026-10-09
Baring Financial LLC
241,830$8.1M4.3%ETFLowBellingham, WA2026-10-07
Weinberger Asset Management, Inc
240,993$8.0M2.5%ETFVery LowLos Angeles, CA2026-10-28
BlueSky Wealth Advisors, LLC
239,455$8.0M0.9%ETFMediumNew Bern, NC2026-10-29
Avior Wealth Management, LLC
225,516$7.5M0.2%ETFMediumOmaha, NE2026-10-13
Curtis Advisory Group, LLC
211,350$7.0M1.3%ETFLowSanta Barbara, CA2026-10-28
Ifrah Financial Services, Inc.
205,202$6.8M1.7%ETFLowLittle Rock, AR2026-10-13
Phillip James Consulting Co.
199,607$6.6M4.5%ETFVery HighPlymouth, MN2026-11-03
New Hampshire Trust
198,761$6.6M1.2%CoreLowConcord, NH2026-10-20
Evergreen Advisors, LLC
197,854$6.6M1.4%ETFVery LowChattanooga, TN2026-10-28
Westbourne Investment Advisors, Inc.
197,380$6.6M1.7%GARPLowAnnapolis, MD2026-10-20
Apex Wealth Management, LLC
195,897$6.5M3.8%ETFMediumBedford, NH2026-10-20
Capital Advisors Wealth Management, LLC
192,080$6.4M0.7%ETFLowYakima, WA2026-10-09
SpringVest Wealth Management LLC
190,900$6.4M3.9%ETFLowDallas, TX2026-10-27
Retirement Investment Advisors, Inc.
185,498$6.2M0.4%ETFVery LowOklahoma City, OK2026-10-22
Columbus Macro, LLC
185,372$6.2M0.6%YieldMediumNew Castle, PA2026-10-14
Valpey Financial Services, LLC
182,886$6.1M3.6%ETFVery LowConcord, NH2026-10-30
Leeward Financial Partners, LLC
181,236$6.0M1.6%GrowthMediumBellevue, WA2026-10-23
Johnson Financial Group, LLC
180,375$6.0M0.3%ETFLowDenver, CO2026-11-03
Meridian Wealth Management, LLC
179,994$6.0M0.2%GrowthLowLexington, KY2026-11-05
Plus Group Wealth Advisors LLC
175,814$5.9M5.2%ETFLowBelgium, WI2026-10-19
SAX Wealth Advisors, LLC
174,872$5.8M0.2%ETFVery LowParsippany, NJ2026-10-13
Grey Fox Wealth Advisors, LLC
171,984$5.7M0.9%ETFLowRockland, DE2026-11-03
Rinkey Investments
170,249$5.7M1.4%ETFLowSan Diego, CA2026-10-28
Brown Wealth Management, LLC
166,096$5.5M1.2%ETFMediumNaperville, IL2026-10-20
Partners Wealth Management, LLC
159,703$5.3M0.6%CoreLowCarmel By The Sea, CA2026-10-28
KPP Advisory Services LLC
157,459$5.2M0.9%GrowthMediumLouisville, KY2026-10-26
Brandywine OAK Private Wealth LLC
155,270$5.2M0.4%ETFVery LowKennett Square, PA2026-10-23
Villere ST Denis J & Co LLC
149,910$5.0M0.6%ValueVery LowNew Orleans, LA2026-11-04
Vise Technologies, Inc.
148,947$5.0M0.0%IndexLowNew York, NY2026-10-29
Blue Bell Private Wealth Management, LLC
145,836$4.9M0.6%YieldVery LowBlue Bell, PA2026-10-29
SeaCrest Wealth Management, LLC
143,901$4.8M0.5%GrowthLowPurchase, NY2026-10-21
Kingswood Wealth Advisors, LLC
143,706$4.8M0.2%GrowthLowSan Diego, CA2026-10-23
Golden Bell Financial Planning LLC
141,573$4.7M3.5%ETFVery LowAlpharetta, GA2026-11-02
Affinity Capital Advisors, LLC
136,222$4.6M0.5%ETFLowBerkeley, CA2026-10-13
Allen Capital Group, LLC
135,710$4.5M0.4%CoreLowGrand Island, NE2026-10-27
RFG Advisory, LLC
129,966$4.3M0.1%ETFMediumBirmingham, AL2026-11-03
Joseph Group Capital Management
128,930$4.3M0.8%ETFLowColumbus, OH2026-11-04
Barden Capital Management, Inc.
126,433$4.2M3.8%GrowthLowAustin, TX2026-10-09
Unique Wealth, LLC
126,098$4.2M0.5%ETFMediumTampa, FL2026-10-16
Newman Dignan & Sheerar, Inc.
125,735$4.2M0.8%ETFLowProvidence, RI2026-10-21
Centerline Wealth Advisors, LLC
125,562$4.2M1.3%ETFHighLouisville, KY2026-10-15
RKL Wealth Management LLC
124,800$4.2M0.3%ETFVery LowLancaster, PA2026-10-16
rebel Financial LLC
119,788$4.0M1.6%N/AVery LowGroveport, OH2026-11-04
Everhart Financial Group, Inc.
118,084$3.9M0.2%ETFLowDublin, OH2026-10-08
CFG Wealth Management Services, Inc.
117,965$3.9M3.6%ETFLowIndianapolis, XX2026-10-21
Truist Financial Corp
113,671$3.8M0.0%CoreLowCharlotte, NC2026-10-30
Foster Victor Wealth Advisors, LLC
113,359$3.9M0.2%CoreMediumGreenville, SC2026-10-21
Murphy & Mullick Capital Management Corp
109,705$3.7M2.2%GrowthLowSmithtown, NY2026-11-02
American Financial & TAX Strategies Inc
109,501$3.6M1.7%ETFVery LowNew York, NY2026-10-16
Diversified Enterprises, LLC
109,363$3.6M0.2%ETFVery LowWilmington, DE2026-10-19
Cypress Financial Planning LLC
105,203$3.5M0.9%ETFLowHaddon Heights, NJ2026-10-09
Woodmont Investment Counsel LLC
104,114$3.5M0.2%GARPVery LowNashville, TN2026-10-29
HB Wealth Management, LLC
103,166$3.4M0.0%IndexVery LowAtlanta, GA2026-10-23
IVC Wealth Advisors LLC
100,873$3.4M1.3%GrowthLowSilverdale, PA2026-10-23
Altus Wealth Group LLC
100,548$3.3M1.3%ETFLowColorado Springs, CO2026-10-20
ZynergyRetirementPlanningLLC
96,985$3.2M1.7%ETFVery LowRed Bank, NJ2026-10-08
Nadler Financial Group, Inc.
94,805$3.2M0.3%ETFVery LowDeerfield, IL2026-10-23
Concurrent Investment Advisors, LLC
94,003$3.1M0.0%GrowthMediumTampa, FL2026-10-16
Steele Capital Management, Inc.
91,561$3.0M0.1%ETFVery LowDubuque, IA2026-11-02
Embree Financial Group
89,045$3.0M0.3%ETFLowChicago, IL2026-10-22
Lido Advisors, LLC
88,740$3.0M0.0%GrowthLowLos Angeles, CA2026-11-04
ETF Store, Inc.
87,387$2.9M2.4%ETFVery LowOverland Park, KS2026-10-19
Mission Wealth Management, LP
87,067$2.9M0.0%ETFLowSanta Barbara, CA2026-10-15
Wilkins Miller Wealth Management, LLC
84,100$2.8M1.6%ETFVery LowMobile, AL2026-10-13
Myecfo, LLC
80,960$2.7M1.0%ETFVery LowLa Jolla, CA2026-10-14
Dynamic Advisor Solutions LLC
80,933$2.7M0.1%ETFLowPhoenix, AZ2026-10-13
Riversedge Advisors, LLC
80,473$2.7M0.3%ETFMediumWilmington, DE2026-10-09
Fagan Associates, Inc.
79,918$2.7M0.3%GrowthLowTroy, NY2026-10-13
Chicago Partners Investment Group LLC
78,951$2.7M0.0%GARPLowChicago, IL2026-10-27
Amicus Financial Advisors, LLC
76,756$2.6M0.7%ETFLowLubbock, TX2026-11-03
Valley Forge Investment Consultants Inc ADV
76,481$2.5M0.6%ETFVery LowAudubon, PA2026-11-03
Apollon Wealth Management, LLC
74,055$2.5M0.0%GrowthLowMount Pleasant, SC2026-10-23
Apella Capital, LLC
73,505$2.5M0.0%ETFVery LowWest Hartford, CT2026-10-08
Matthew Goff Investment Advisor, LLC
73,444$2.4M0.4%CoreMediumHouston, TX2026-10-13
Asset One Wealth Management LLC
71,484$2.4M0.2%GrowthLowBellevue, WA2026-11-02
Cambridge Financial Group, LLC
70,065$2.4M0.8%ETFLowTucson, AZ2026-10-06
Monetary Solutions, Ltd
67,481$2.2M1.9%ETFVery LowDayton, OH2026-10-22
Ridgewood Investments LLC
67,331$2.2M0.8%ValueMediumSpringfield, NJ2026-10-05
Asset Dedication, LLC
67,146$2.2M0.1%ETFLowSan Francisco, CA2026-11-03
Principal Financial Group Inc
66,665$2.2M0.0%CoreLowDes Moines, IA2026-11-02
Schaeffer Financial LLC
66,488$2.2M1.7%ETFLowRockville, MD2026-10-23
Twin Cities Retirement Group LLC
66,183$2.2M1.8%ETFVery LowPlymouth, MN2026-10-16
BCS Wealth Management
66,125$2.2M0.4%ETFVery LowJohnson City, TN2026-11-03
Assetmark, Inc
65,803$2.2M0.0%ETFLowConcord, CA2026-10-21
Weaver Capital Management LLC
64,704$2.2M0.4%GrowthMediumSuwanee, GA2026-10-15
Bigelow Investment Advisors, LLC
62,168$2.1M0.7%ETFLowPortland, ME2026-10-13
CGN Advisors LLC
61,842$2.1M0.2%ETFLowManhattan, KS2026-10-21
Lederer & Associates Investment Counsel
60,008$2.0K0.0%GrowthLowLong Beach, CA2026-10-23
Avity Investment Management Inc.
59,931$2.0M0.1%GrowthLowGreenwich, CT2026-10-09
Maia Wealth LLC
59,672$2.0M0.3%ETFMediumDenver, CO2026-10-19
Parallel Advisors, LLC
59,548$2.0M0.0%IndexLowSan Francisco, CA2026-11-03
Stewardship Advisors, LLC
59,166$2.0M0.4%ETFMediumMount Joy, PA2026-10-20
B&D White Capital Company, LLC
58,998$2.0M0.2%ETFHighLakeway, TX2026-11-02
Moisand Fitzgerald Tamayo, LLC
58,679$2.0M0.2%ETFVery LowOrlando, FL2026-10-15
Retirement Planning Group, LLC
58,419$1.9M0.0%ETFVery LowLeawood, KS2026-10-19
Cornerstone Wealth Management, LLC
58,236$1.9M0.1%ETFVery LowSt. Peters, MO2026-11-04
Bernardo Wealth Planning LLC
57,796$1.9M0.2%ETFVery LowHarleysville, PA2026-10-23
Indivisible Partners
57,204$1.9M0.1%GrowthMediumClearwater, FL2026-10-26
William Mack & Associates, Inc.
57,034$1.9M0.6%ETFLowTroy, MI2026-10-27
Copper Harbor Investment Advisors, LLC
56,128$1.9M0.4%ETFN/AAppleton, WI2026-10-16
Duncker Streett & Co Inc
55,825$1.9M0.3%GrowthLowSt. Louis, MO2026-10-27
Wealthcare Advisory Partners LLC
55,566$1.9M0.0%ETFLowWest Chester, PA2026-10-21
Emerald Advisors, LLC
55,154$1.8M0.2%GrowthVery LowBellevue, WA2026-10-13
EverSource Wealth Advisors, LLC
55,124$1.8M0.1%CoreMediumBirmingham, AL2026-11-04
Grandview Asset Management LLC
54,961$1.8M0.5%Agg GrowthLowHarrisburg, PA2026-10-19
K2 Financial Inc.
54,697$1.9M1.3%ETFLowGlendora, CA2026-10-26
United Advisor Group, LLC
54,456$1.8M0.2%ETFLowCincinnati, OH2026-11-03
Modera Wealth Management, LLC
54,294$1.8M0.0%ETFVery LowWestwood, NJ2026-10-28
Whitener Capital Management, Inc.
54,283$1.8M0.4%CoreVery LowRocky Mount, NC2026-10-15
Sima Wealth Partners, LLC
54,177$1.8M1.3%ETFVery LowRichmond, VA2026-10-19
Root Financial Partners, LLC
53,932$1.8M0.1%ETFMediumEncinitas, CA2026-10-21
Clear Retirement Advice LLC
53,265$1.8M1.2%ETFVery LowSan Mateo, CA2026-10-22
Altfest L J & Co Inc
52,238$1.7M0.2%ETFHighNew York, NY2026-10-27
GW Henssler & Associates LTD
52,229$1.7M0.1%CoreMediumKennesaw, GA2026-10-26
Blossom Wealth Management
50,442$1.7M2.3%GrowthLowSan Ramon, Ca, CA2026-11-03
Long Island Wealth Management, Inc.
48,625$1.6M0.6%ETFLowMelville, NY2026-10-20
Csenge Advisory Group
48,535$1.6M0.1%ETFMediumClearwater, FL2026-11-04
Aspiriant, LLC
48,121$1.6M0.0%ETFVery LowLos Angeles, CA2026-10-16
Sovran Advisors, LLC
47,584$1.7M0.1%ETFMediumSan Diego, CA2026-11-02
Avidian Wealth Enterprises, LLC
46,740$1.6M0.0%ETFLowHouston, TX2026-10-08
R2 Capital Strategies, LLC
46,650$1.6M0.7%ETFN/ALincoln, NE2026-10-15
Wedmont Private Capital
46,322$1.6M0.0%IndexVery LowWest Chester, PA2026-10-09
DDD Partners, LLC
46,304$1.5M0.1%CoreMediumBellevue, WA2026-11-02
Valeo Financial Advisors, LLC
45,617$1.5M0.0%ETFLowCarmel, IN2026-10-08
Blue Capital, Inc.
45,600$1.5M0.9%CoreHighOmaha, NE2026-10-13
Cassaday & Co Wealth Management LLC
45,484$1.5M0.0%ETFVery LowMclean, VA2026-10-27
Seed Wealth Management, Inc.
44,930$1.5M0.9%ETFMediumEvanston, IL2026-10-20
Kelly Financial Group LLC
43,928$1.5M0.3%ETFLowWethersfield, CT2026-10-16
Creekside Partners
43,603$1.5M0.5%ETFVery LowPetaluma, CA2026-11-04
RMG Wealth Management LLC
43,475$1.5M0.2%ETFVery HighPlatteville, WI2026-10-26
Ballast Financial Advisors LLC
43,454$1.4M1.4%ETFVery LowWest Chester, PA2026-10-26
Vanguard Capital Wealth Advisors
43,415$1.4M1.0%GrowthMediumDenver, CO2026-10-16
True North Advisors, LLC
43,042$1.4M0.1%CoreMediumDallas, TX2026-10-22
Sightline Wealth Advisors, LLC
42,487$1.4M0.7%ETFLowGroton, CT2026-10-21
Eagle Harbor Asset Management Inc
42,474$1.4M1.1%GARPLowSeattle, WA2026-10-21
Thayer Financial, L.L.C.
42,074$1.4M1.3%ETFMediumHickory, NC2026-10-21
Santori & Peters, Inc.
41,866$1.4M0.4%GrowthVery LowCanonsburg, PA2026-10-26
Capital Investment Advisory Services, LLC
41,472$1.4M0.1%CoreMediumRaleigh, NC2026-10-30
Visionary Horizons, LLC
40,113$1.3M0.5%ETFLowKnoxville, TN2026-10-22
First County Bank
39,172$1.3M0.6%GrowthLowStamford, CT2026-10-13
J. Derek Lewis & Associates Inc.
38,903$1.3M0.2%ETFLowNewport Beach, CA2026-11-03
Koshinski Asset Management, Inc.
38,707$1.3M0.1%ETFLowDecatur, IL2026-10-29
John Boyer, Inc.
38,036$1.3M1.0%ETFMediumTampa, FL2026-10-27
Kestra Private Wealth Services, LLC
37,434$1.2M0.0%GrowthLowAustin, TX2026-10-30
Creative Financial Designs Inc
37,308$1.2M0.1%ETFMediumKokomo, IN2026-11-04
Lodestar Private Asset Management LLC
36,385$1.2M0.1%ETFLowAlamo, CA2026-10-26
Gradient Capital Advisors, LLC
36,137$1.2M0.3%ETFLowSan Diego, CA2026-10-21
Hoey Investments, Inc
35,915$1.2M0.1%Agg GrowthLowCoatesville, PA2026-10-29
Diversify Advisory Services, LLC
35,494$1.2M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
35,494$1.2M0.0%GrowthMediumSandy, UT2026-10-20
LexAurum Advisors, LLC
35,185$1.2M0.1%ETFLowOverland Park, KS2026-10-19
Old National Bancorp
35,153$1.2M0.0%CoreLowEvansville, IN2026-10-20
Tactive Advisors, LLC
34,337$1.1M0.3%ETFHighJacksonville, FL2026-10-08
Bond & Devick Financial Network, Inc.
34,080$1.1M0.3%ETFVery LowSt. Louis Park, MN2026-10-23
Quadrant Private Wealth Management, LLC
33,881$1.1M0.1%GrowthLowCenter Valley, PA2026-11-04
SBE LLC DBA Cedar Cove Wealth Partners
33,730$1.1M0.5%ETFMediumBloomington, MN2026-10-15
ARK & TLK Investments, LLC
32,559$1.1M0.3%ETFLowOklahoma City, OK2026-10-20
Hidden Cove Wealth Management, LLC
32,363$1.1M0.6%GrowthHighBainbridge Island, WA2026-10-19
Park Avenue Securities LLC
31,972$1.1K0.0%ETFMediumNew York, NY2026-10-26
D.A. Davidson & Co.
31,935$1.1M0.0%CoreLowGreat Falls, MT2026-10-28
Bfsg, LLC
31,924$1.1M0.1%CoreLowIrvine, CA2026-10-30
StoneX Group Inc.
31,786$1.1M0.0%ETFMediumNew York, NY2026-11-03
Signaturefd, LLC
31,579$1.1M0.0%IndexLowAtlanta, GA2026-10-23
Beaumont Financial Advisors, LLC
31,304$1.0M0.1%GrowthMediumNeedham, MA2026-10-22
Patriot Financial Group Insurance Agency, LLC
30,532$1.0M0.1%GrowthLowWalpole, MA2026-10-14
MassMutual Private Wealth & Trust, FSB
30,463$1.0M0.0%CoreLowSpringfield, MA2026-10-05
Atlas Wealth Partners, LLC
30,195$1.0M1.0%Agg GrowthVery LowWyomissing, PA2026-11-03
Ignite Planners, LLC
29,921$996.7K0.1%CoreLowSan Clemente, CA2026-10-14
Adelphi Trust Co
29,639$987.3K0.7%GrowthLowSaint Petersburg, FL2026-10-05
Verum Partners LLC
29,506$982.8K0.2%ETFLowCharlotte, NC2026-10-21
Kelleher Financial Advisors
29,220$973.3K0.3%CoreMediumNew York, NY2026-10-30
Greenleaf Trust
29,166$971.5K0.0%CoreLowKalamazoo, MI2026-10-29
HUB Investment Partners, LLC
28,959$964.6K0.0%GrowthLowAustin, TX2026-11-03
Koesten, Hirschmann & Crabtree, Inc.
28,777$958.6K0.4%ETFVery LowOverland Park, KS2026-10-13
Hazlett, Burt & Watson, Inc.
28,144$9350.0%CoreVery LowWheeling, WV2026-11-04
Facet Wealth, Inc.
27,663$921.5K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Kathmere Capital Management, LLC
27,656$921.2K0.0%ETFLowWayne, PA2026-10-20
Biltmore Family Office, LLC
27,546$917.6K0.1%GrowthLowCharlotte, NC2026-11-03
Axxcess Wealth Management, LLC
26,930$897.1K0.0%CoreLowCarlsbad, CA2026-10-21
Piedmont Capital Management, LLC
26,550$884.4K0.5%CoreLowGreensboro, NC2026-10-21
Well Done, LLC
26,265$874.9K0.1%ETFLowHolland, MI2026-10-20
WPG Advisers, LLC
25,856$861.3K0.5%CoreLowBaltimore, MD2026-10-27
Greenwood Gearhart LLC
25,731$857.1K0.0%ETFLowFayetteville, AR2026-11-02
WBH Advisory Inc
25,658$854.7K0.1%ETFLowBaltimore, MD2026-11-05
Ironwood Financial, llc
25,568$851.7K0.1%ETFLowTucson, AZ2026-10-20
Grey Ledge Advisors, LLC
25,558$851.3K0.2%CoreLowGuilford, CT2026-11-02
Pacific Capital Wealth Advisors, Inc.
25,261$841.5K0.1%ETFLowCorona, CA2026-10-22
Birchwood Financial Partners, Inc.
25,189$839.0K0.6%ETFVery LowBloomington, MN2026-11-02
Simon Quick Advisors, LLC
25,056$834.6K0.0%ETFLowMorristown, NJ2026-10-26
Fortitude Advisory Group L.L.C.
25,024$833.5K0.3%GrowthMediumGig Harbor, WA2026-10-15
AdvisorNet Financial, Inc
24,975$847.2K0.0%ETFLowMinnetonka, MN2026-10-15
Robinson Smith Wealth Advisors LLC
24,950$831.1K0.5%ETFLowSouth Portland, ME2026-10-22
Everett Harris & Co
24,944$830.9K0.0%CoreVery LowLos Angeles, CA2026-10-28
Daymark Wealth Partners, LLC
24,893$829.2K0.0%CoreLowCincinnati, OH2026-11-04
Signature Estate & Investment Advisors LLC
24,726$823.6K0.0%ETFMediumLos Angeles, CA2026-10-13
Mayfair Advisory Group, LLC
24,626$820.3K0.2%ETFLowBirmingham, AL2026-10-20
IFP Advisors, Inc
24,615$819.9K0.0%GrowthLowTampa, FL2026-10-16
Independent Wealth Network Inc.
24,518$816.7K0.2%ETFMediumUrbandale, IA2026-10-19
Towercrest Capital Management
24,210$806.4K0.1%ETFVery LowNewtown, PA2026-10-23
Alliance Wealth Management Group
24,210$806.4K0.2%ETFLowFlemington, NJ2026-10-29
FF Advisors,LLC
24,168$805.0K0.3%ETFLowManhattan Beach, CA2026-10-21
Lantz Financial LLC
23,971$798.5K0.1%ETFLowNaperville, IL2026-10-15
MidAtlantic Capital Management, Inc.
23,621$786.8K0.5%ETFVery LowRichmond, VA2026-11-05
Sculati Wealth Management, LLC
23,035$784.1K0.3%CoreLowBloomfield Hills, MI2026-10-19
Pinion Investment Advisors, LLC
22,814$759.9K0.1%ETFLowWichita, KS2026-11-04
Aire Advisors, LLC
22,543$750.9K0.1%ETFVery LowBeverly Hills, CA2026-10-22
Marquette Asset Management, LLC
22,246$741.0K0.1%ETFVery LowMinneapolis, MN2026-10-09
Cyndeo Wealth Partners, LLC
22,031$733.9K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Blue Trust, Inc.
21,767$725.0K0.0%ETFLowBrentwood, TN2026-10-15
Womack Financial LLC
21,686$722.4K0.5%CoreVery LowDallas, TX2026-10-14
Bullock Wealth Management Group
21,653$722.8K0.3%GrowthLowBloomington, IN2026-10-09
Ring Mountain Capital, LLC
21,295$709.3K0.3%GrowthVery LowTiburon, CA2026-10-13
Rockwood Wealth Management, LLC
21,275$708.7K0.0%ETFVery LowNew Hope, PA2026-10-27
Uptown Financial Advisors LLC
20,492$682.6K0.5%ETFVery LowDallas, TX2026-10-15
Sentinel Pension Advisors, LLC
20,280$675.5K0.1%ETFLowWakefield, MA2026-11-02
Brighton Jones LLC
20,260$674.9K0.0%CoreVery LowSeattle, WA2026-11-03
HMV Wealth Advisors, LLC
19,992$665.9K0.3%ETFVery LowShreveport, LA2026-10-27
Center for Financial Planning, Inc.
19,879$662.2K0.1%ETFLowSouthfied, MI2026-10-26
Summit Wealth Group LLC / Co
19,723$657.0K0.0%ETFHighColorado Springs, CO2026-10-29
LWM Advisors Inc
19,454$648.0K0.5%ETFLowEl Dorado Hills, CA2026-10-08
Market Street Wealth Management Advisors LLC
19,393$646.0K0.1%ETFMediumIndianapolis, IN2026-10-09
Obermeyer Wealth Partners
19,350$644.5K0.0%GrowthLowAspen, CO2026-10-21
SkyOak Wealth, LLC
18,744$624.4K0.1%ETFLowSouthfield, MI2026-10-28
Strategic Family Wealth Counselors, L.L.C.
18,529$617.2K0.1%ETFVery LowFairfield, NJ2026-10-29
Fonville Wealth Management LLC
18,523$617.0K0.1%ETFVery LowRichmond, VA2026-10-28
International Assets Investment Management, LLC
18,285$610.4K0.0%CoreVery HighOrlando, FL2026-11-02
Carret Asset Management, LLC
18,283$609.0K0.1%CoreVery LowNew York, NY2026-11-04
M Holdings Securities, Inc.
18,251$6330.0%ETFHighPortland, OR2026-11-03
Radnor Capital Management, LLC
18,210$606.6K0.1%CoreLowWayne, PA2026-10-23
Wilmington Savings Fund Society, FSB
18,210$606.6K0.0%CoreLowWilmington, DE2026-10-23
Ejmk Ventures LLC
17,989$599.2K0.3%GrowthMediumItasca, IL2026-10-21
LongView Wealth Management
17,936$597.4K0.1%ETFLowAtlanta, GA2026-10-19
Kellett Wealth Advisors, LLC
17,907$596.5K0.2%ETFMediumCincinnati, OH2026-10-15
Stackstone Wealth, LLC
17,850$594.6K0.1%CoreN/ADubuque, IA2026-10-19
Goldstein Advisors, LLC
17,789$592.6K0.1%ETFMediumMadison, WI2026-10-15
Citigroup Inc
17,468$581.9K0.0%CoreMediumNew York, NY2026-11-04
Cooper S Advisors, LLC
17,113$570.0K0.2%ETFLowVictor, NY2026-11-03
XY Planning Network, Inc.
16,991$566.0K0.1%ETFLowBozeman, MT2026-10-14
Cascade Investment Advisors, Inc.
16,930$563.9K0.3%ValueLowOregon City, OR2026-11-02
Livet Wealth, LLC
16,921$563.6K0.3%ETFLowSpanish Fork, UT2026-10-27
Fulton Bank, N.A.
16,779$558.9K0.0%CoreLowLancaster, PA2026-10-14
Burkett Financial Services, LLC
16,651$554.6K0.2%ETFLowRock Hill, SC2026-10-01
Quartz Partners, LLC
16,248$541.2K0.2%GARPMediumSaratoga Springs, NY2026-11-03
Brickley Wealth Management
16,177$538.9K0.1%ETFVery LowSan Mateo, CA2026-11-04
Smith Salley Wealth Management
16,042$534.4K0.0%GrowthLowGreensboro, NC2026-11-03
WMG Financial Advisors, LLC
15,985$556.4K0.2%ETFLowKnoxville, TN2026-10-28
TruNorth Capital Management, LLC
15,885$529.1K0.1%ETFLowKalamazoo, MI2026-10-14
Elevation Point Wealth Partners, LLC
15,826$527.2K0.0%CoreHighDenver, CO2026-11-05
Blueprint Investment Partners LLC
15,788$525.9K0.0%ETFMediumGreensboro, NC2026-10-28
Soltis Investment Advisors LLC
15,734$524.1K0.0%CoreMediumSt. George, UT2026-10-28
Trust Point Inc.
15,566$518.5K0.0%CoreMediumLa Crosse, WI2026-10-27
Lynx Investment Advisory
15,456$514.8K0.2%ETFLowWashington, Dc, DC2026-10-27
Blueprint Financial Advisors LLC
15,068$501.9K0.1%GARPMediumGreensboto, NC2026-10-28
Princeton Global Asset Management LLC
15,040$501.0K0.1%GrowthLowPrinceton, NJ2026-10-21
Harel Insurance Investments & Financial Services Ltd.
14,500$4830.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Cutler Investment Counsel LLC
14,429$480.6K0.0%CoreLowJacksonville, OR2026-10-28
Diversified Investment Strategies, LLC
13,903$463.1K0.3%ValueLowBaton Rouge, LA2026-10-28
Traveka Wealth, LLC
13,779$459.0K0.1%ETFLowLos Altos, CA2026-10-19
Fortune Financial Group, Inc.
13,774$458.8K0.4%ETFHighNaples, FL2026-10-22
Sachem Hill LLC
13,652$454.7K0.1%ETFVery LowDenver, CO2026-10-14
Associated Banc-Corp
13,446$447.9K0.0%CoreLowGreen Bay, WI2026-10-30
SeaBridge Investment Advisors LLC
13,395$446.2K0.1%GrowthMediumSummit, NJ2026-11-02
Collective Family Office LLC
13,283$442.5K0.1%ETFLowYork, PA2026-10-05
Meredith Wealth Planning
13,224$440.5K0.1%ETFLowMaryville, IL2026-10-14
Verdence Capital Advisors LLC
12,898$429.6K0.0%CoreMediumHunt Valley, MD2026-10-26
Cambridge Advisors Inc.
12,868$428.6K0.1%ETFVery LowOmaha, NE2026-10-19
G2 Capital Management, LLC / OH
12,816$426.9K0.1%ETFVery LowColumbus, OH2026-10-23
Sigma Planning Corp
12,730$408.0K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Patriot Investment Management Group, Inc.
12,718$423.6K0.0%ETFVery LowKnoxville, TN2026-10-15
Atria Investments, Inc
12,632$420.8K0.0%CoreMediumCharlotte, NC2026-10-15
Stone Summit Wealth LLC
12,590$419.4K0.1%ETFLowMiami, FL2026-10-14
Joseph P. Lucia & Associates, LLC
12,450$414.7K0.1%ETFVery LowYorktown Heights, NY2026-10-30
Mengis Capital Management, Inc.
12,444$414.5K0.1%CoreLowPortland, OR2026-10-13
Allied Investment Advisors, LLC
12,439$414.3K0.0%ValueLowBillings, MT2026-10-13
Bryn Mawr Trust Advisors, LLC
12,365$411.9K0.0%CoreLowPhiladelphia, PA2026-11-04
Hurley Capital, LLC
12,282$409.1K0.2%GARPMediumNew York, NY2026-11-05
Elm3 Financial Group, LLC
12,274$408.9K0.3%GrowthMediumAlpharetta, GA2026-10-07
Aurora Private Wealth, Inc.
12,253$4080.0%ETFLowRockaway, NJ2026-10-20
Abacus Planning Group, Inc.
12,207$406.6K0.0%ETFLowColumbia, SC2026-11-02
Chapman Financial Group, LLC
12,156$404.9K0.3%CoreVery LowHonolulu, HI2026-10-26
Chesley Taft & Associates LLC
12,130$404.1K0.0%CoreLowChicago, IL2026-10-13
Quarry Hill Advisors, LLC
12,120$403.7K0.2%ETFVery LowSt Paul, MN2026-11-04
Chapin Davis, Inc.
12,110$403.4K0.1%GrowthHighBaltimore, MD2026-10-09
Wealth Dimensions Group, Ltd.
11,944$397.9K0.1%ETFLowCincinnati, OH2026-11-02
Certior Financial Group, LLC
11,902$396.5K0.2%ETFMediumKing Of Prussia, PA2026-10-19
Global Wealth Strategies & Associates
11,829$394.0K0.1%ETFLowDenver, CO2026-10-02
Tenret Co LLC
11,717$390.3K0.2%ETFVery LowTampa, FL2026-11-02
Austin Asset Management Co Inc
11,439$381.0K0.1%ETFVery LowAustin, TX2026-10-29
Crescent Sterling, Ltd.
11,296$376.3K0.3%CoreLowMetairie, LA2026-10-16
Mirador Capital Partners LP
11,180$372.4K0.0%GrowthMediumPleasanton, CA2026-10-09
Milestone Asset Management Group, LLC
11,098$369.7K0.2%ETFVery LowAvon, CT2026-10-20
G&S Capital LLC
10,969$365.4K0.1%CoreMediumDenver, CO2026-10-23
Financial Synergies Wealth Advisors, Inc.
10,882$362.5K0.0%ETFVery LowHouston, TX2026-10-16
PUREfi Wealth, LLC
10,877$362.3K0.2%GrowthMediumBoston, MA2026-10-19
Claro Advisors Inc.
10,807$360.0K0.0%CoreLowBoston, MA2026-11-02
Archvest Wealth Advisors, Inc.
10,804$359.9K0.2%ETFLowConcord, CA2026-10-29
DecisionMap Wealth Management, LLC
10,732$357.5K0.2%ETFLowGreat Falls, VA2026-10-29
Capital Investment Advisors, LLC
10,480$349.1K0.0%CoreLowAtlanta, GA2026-10-22
JFS Wealth Advisors, LLC
10,309$343.4K0.0%ETFVery LowHermitage, PA2026-11-03
Hardin Capital Partners, LLC
10,214$340.2K0.2%YieldVery LowGreenville, SC2026-10-09
Guardian Asset Advisors, LLC
10,201$339.8K0.2%GrowthMediumMechanicsburg, PA2026-10-16
Code Waechter LLC
10,166$338.6K0.2%ETFLowTampa, FL2026-10-23
LifeSteps Financial, Inc.
10,144$337.9K0.2%ETFLowClaremont, CA2026-10-15
Shearwater Capital LLC
9,857$328.3K0.2%ETFVery LowDenver, CO2026-10-13
Bensler, LLC
9,815$326.9K0.0%MomentumMediumBellevue, WA2026-11-05
Demars Financial Group, LLC
9,792$326.2K0.1%ETFLowSpokane Valley, WA2026-10-22
Evanson Financial, LLC
9,772$325.5K0.0%ETFN/AMclean, VA2026-10-23
Forza Wealth Management, LLC
9,768$325.4K0.1%CoreVery LowSarasota, FL2026-10-20
Waterfront Wealth Inc.
9,731$333.9K0.1%ValueLowOverland Park, KS2026-11-03
Acorn Financial Advisory Services Inc
9,709$323.4K0.0%ETFMediumReston, VA2026-11-02
Acropolis Investment Management, LLC
9,684$322.6K0.0%ETFLowSt. Louis, MO2026-10-08
Bluedoor Private Wealth, LLC
9,362$311.8K0.1%CoreLowBeverly, MA2026-11-05
OpenArc Corporate Advisory, LLC
9,308$310.1K0.0%GrowthLowAtlanta, GA2026-10-21
Dhjj Financial Advisors, Ltd.
9,290$309.4K0.1%ETFVery LowNaperville, IL2026-10-23
Forum Financial Management, LP
9,186$306.0K0.0%ETFLowLombard, IL2026-10-16
Klingman & Associates, LLC
9,045$301.3K0.0%ETFVery LowNew York, NY2026-10-20
ZWJ Investment Counsel Inc
9,014$300.2K0.0%CoreLowAtlanta, GA2026-10-15
Clark Wealth Partners
8,960$298.5K0.2%ETFVery LowO'Fallon, IL2026-10-19
TCI Wealth Advisors, Inc.
8,868$295.4K0.0%ETFLowTucson, AZ2026-10-30
Millennium Capital Advisors, LLC
8,852$294.9K0.2%GrowthLowLittle Rock, AR2026-10-16
TrustWell Financial Advisors, LLC
8,745$291.3K0.2%ETFMediumJacksonville, FL2026-10-15
Pinnacle Wealth Planning Services, Inc.
8,600$286.5K0.0%GARPLowMansfield, OH2026-10-27
Tcfg Investment Advisors, LLC
8,508$283.4K0.1%GrowthMediumLaguna Niguel, CA2026-10-20
Matisse Capital
8,503$283.2K0.1%ValueMediumPortland, OR2026-10-29
Focused Wealth Management, Inc
8,460$281.8K0.0%ETFLowNewburgh, NY2026-10-30
Hengehold Capital Management LLC
8,386$279.3K0.0%ETFLowCincinnati, OH2026-10-16
Harbor Asset Planning, Inc.
8,379$279.1K0.2%ETFVery LowBelmont, MA2026-10-23
Chicago Capital, LLC
8,294$276.3K0.0%GrowthLowChicago, IL2026-10-13
Integrity Advisory Solutions, LLC
8,283$275.9K0.0%ETFMediumDallas, TX2026-10-29
Penobscot Wealth Management
8,279$275.8K0.1%ETFVery LowPortland, ME2026-10-21
Brian LOW Financial Group, LLC
8,218$273.8K0.2%CoreMediumBaton Rouge, LA2026-10-28
Essex LLC
8,182$272.5K0.0%ETFLowDeer Park, IL2026-10-14
Aprio Wealth Management, LLC
8,137$271.0K0.0%ETFMediumAtlanta, GA2026-10-28
Clark Asset Management, LLC
8,118$270.4K0.0%ETFVery LowStratham, NH2026-10-19
Advocate Group LLC
8,100$269.8K0.0%YieldLowMinnetonka, MN2026-10-19
Signature Equity Partners, LLC
8,098$269.7K0.1%GrowthMediumColumbus, OH2026-10-29
Hill Island Financial LLC
8,096$269.7K0.1%ETFLowGrand Rapids, MI2026-10-20
RBA Wealth Management, LLC
8,017$267.0K0.1%ValueMediumNewport Beach, CA2026-10-28
Comprehensive Financial Planning, Inc.
8,008$266.7K0.1%Agg GrowthLowEast Petersburg, PA2026-10-27
Legacy Solutions, LLC
8,004$266.6K0.2%ETFLowKennett Square, PA2026-10-07
Acorn Wealth Advisors, LLC
8,000$266.5K0.1%ETFLowGrand Blanc, MI2026-10-19
Revolve Wealth Partners, LLC
7,948$264.7K0.0%ETFVery LowHackensack, NJ2026-10-23
CWA Asset Management Group, LLC
7,941$264.5K0.0%CoreMediumNaples, FL2026-10-19
Davenport & Co LLC
7,941$264.5K0.0%CoreMediumRichmond, VA2026-10-14
AlphaCore Capital LLC
7,867$262.0K0.0%ETFLowLa Jolla, CA2026-11-04
Parkside Financial Bank & Trust
7,836$261.0K0.0%CoreVery LowSaint Louis, MO2026-10-27
Oppenheimer Asset Management Inc.
7,825$260.7K0.0%CoreMediumNew York, NY2026-10-27
Forvis Mazars Wealth Advisors, LLC
7,815$260.3K0.0%ETFVery LowSpringfield, MO2026-10-13
Apollon Financial, LLC
7,788$259.4K0.0%ETFVery LowMount Pleasant, SC2026-10-23
Perryman Financial Advisory Inc
7,743$257.9K0.0%GrowthVery LowDallas, TX2026-10-16
Hillcrest Wealth Advisors - NY, LLC
7,688$256.1K0.1%ETFVery LowHazlet, NJ2026-10-22
William Howard & Co Financial Advisors Inc
7,667$255.4K0.2%ETFVery LowMemphis, TN2026-11-04
Landaas & Co
7,600$253.2K0.0%ETFVery LowMilwaukee, WI2026-10-29
Fifth Third Wealth Advisors LLC
7,495$249.7K0.0%IndexVery LowCincinnati, OH2026-10-22
Northwest Wealth Management, LLC
7,414$247.0K0.0%ETFLowSpencer, IA2026-10-30
Wedgewood Investors Inc
7,389$246.1K0.3%CoreLowErie, PA2026-10-28
Citizens Financial Group Inc
7,341$244.5K0.0%GrowthLowProvidence, RI2026-10-23
Sunrise Financial Services, LLC
7,327$244.1K0.1%ETFMediumBurien, WA2026-10-21
Keudell ison Wealth Management
7,300$243.2K0.0%ETFMediumSalem, OR2026-10-16
Gamma Investing LLC
7,223$240.6K0.0%IndexVery LowFoster City, CA2026-10-08
Mainsail Financial Group, LLC
7,210$240.2K0.1%ETFLowBellevue, WA2026-10-23
Atticus Wealth Management, LLC
7,133$237.6K0.1%ETFLowPalm Beach Gardens, FL2026-10-20
Bell Investment Advisors, Inc
7,096$236.4K0.0%ETFVery LowOrinda, CA2026-10-29
Badgley Phelps Wealth Managers, LLC
7,057$235.1K0.0%GrowthVery LowSeattle, WA2026-10-22
Fearless Solutions, LLC dba Best Invest
7,007$233.4K0.1%ETFLowSan Antonio, TX2026-10-14
Simplicity Wealth,LLC
6,956$231.7K0.0%ETFLowSummit, NJ2026-10-23
Clear Creek Financial Management, LLC
6,951$231.5K0.0%ETFMediumSilverdale, WA2026-10-28
Praetorian Wealth Management, Inc.
6,900$229.8K0.0%ETFVery LowCarmel, CA2026-10-16
Hamilton Capital, LLC
6,885$229.3K0.0%ETFVery LowColumbus, OH2026-10-08
GoalVest Advisory LLC
6,873$228.9K0.0%ETFMediumNew York, NY2026-10-02
Madden Securities Corp
6,870$228.8K0.1%GrowthMediumDallas, TX2026-10-27
KW Wealth Management LLC
6,819$227.1K0.2%CoreVery LowSacramento, CA2026-10-28
Wealth Management Nebraska
6,798$226.4K0.0%ETFLowNorfolk, NE2026-10-26
Salem Investment Counselors Inc
6,765$225.4K0.0%GrowthVery LowWinston-Salem, NC2026-10-13
Patrick M Sweeney & Associates, Inc
6,749$224.8K0.1%CoreVery LowLibertyville, IL2026-10-22
Crestwood Advisors Group, LLC
6,738$224.4K0.0%GrowthLowBoston, MA2026-10-27
Planned Solutions, Inc.
6,696$223.0K0.1%ETFLowFolsom, CA2026-10-19
PFG Advisors
6,696$223.1K0.0%ETFMediumPhoenix, AZ2026-10-16
Appleton Partners Inc
6,662$2220.0%GrowthLowBoston, MA2026-10-30
Columbia Advisory Partners LLC
6,652$221.6K0.1%ETFMediumSpokane, WA2026-10-15
Saxon Interests, Inc.
6,552$218.2K0.1%ETFMediumHouston, TX2026-10-26
Valley National Advisers Inc
6,418$213.8K0.0%ETFLowBethlehem, PA2026-10-23
Chilton Capital Management LLC
6,399$213.2K0.0%GrowthMediumHouston, TX2026-10-28
Carolina Wealth Management Inc
6,385$212.7K0.1%ETFN/AGreenville, NC2026-10-29
Blueline Advisors LLC
6,365$212.0K0.1%ETFLowExeter, NH2026-10-15
Legacy Bridge, LLC
6,341$211.2K0.1%GrowthVery LowWest Des Moines, IA2026-10-28
Colton Groome Financial Advisors, LLC
6,316$210.4K0.0%ETFLowAsheville, NC2026-10-06
First National Bank of Mount Dora, Trust Investment Services
6,300$209.9K0.0%CoreMediumMount Dora, FL2026-10-21
West Paces Advisors Inc.
6,300$209.9K0.0%ETFLowAtlanta, GA2026-10-13
Winebrenner Capital Management LLC
6,276$209.1K0.1%ETFLowLouisville, KY2026-10-07
Leading Edge Financial Planning LLC
6,273$208.9K0.0%ETFLowKnoxville, TN2026-10-23
25 LLC
6,252$208.3K0.1%ETFLowSt. Louis, MO2026-10-13
Marotta Asset Management
6,245$208.0K0.0%ETFLowCharlottesville, VA2026-10-02
Spire Wealth Management
6,221$207.2K0.0%GrowthMediumMclean, VA2026-10-30
Western Reserve Capital Management, LLC
6,201$206.6K0.1%ETFLowHudson, OH2026-10-14
Accredited Investor Services, LLC
6,025$200.7K0.1%ETFVery LowSt. Cloud, MN2026-10-22
Prospera Financial Services Inc
5,926$205.3K0.0%CoreMediumDallas, TX2026-11-04
Sage Mountain Advisors LLC
5,370$178.9K0.0%ETFLowAtlanta, GA2026-11-02
CoreCap Advisors, LLC
5,303$176.7K0.0%ETFMediumSouthfield, MI2026-10-08
Arcadia Investment Advisors LLC
5,289$176.2K0.1%ETFLowEagle, ID2026-10-13
Eastern Bank
5,105$170.0K0.0%GrowthMediumBoston, MA2026-10-05
Halbert Hargrove Global Advisors, LLC
5,097$169.8K0.0%ETFLowLong Beach, CA2026-10-16
Lodestone Wealth Management LLC
4,943$164.6K0.1%CoreLowSpokane, WA2026-10-14
MeadowBrook Investment Advisors LLC
4,905$169.6K0.1%CoreLowLivonia, MI2026-10-29
Richards, Merrill & Peterson, Inc.
4,900$163.2K0.0%GrowthLowSpokane, WA2026-10-19
Ashton Thomas Private Wealth, LLC
4,571$152.3K0.0%CoreMediumScottsdale, AZ2026-11-03
Private Trust Co NA
4,494$149.7K0.0%CoreLowCleveland, OH2026-10-20
Costello Asset Management, Inc
4,407$146.8K0.0%CoreLowFeasterville, PA2026-10-30
First Community Trust NA
4,335$144.4K0.0%GrowthLowDubuque, IA2026-10-07
Gleason Group, Inc.
4,216$140.4K0.0%ETFVery LowProspect, KY2026-10-15
Kennebec Savings Bank
4,068$135.5K0.1%CoreLowAugusta, ME2026-10-22
Wealth Analytics Partners, LLC
4,038$134.5K0.0%ETFVery LowSan Diego, CA2026-10-19
Pinnacle Bancorp, Inc.
3,982$132.6K0.0%CoreVery LowBeatrice, NE2026-10-21
Flagship Wealth Advisors, LLC
3,144$104.7K0.0%ETFLowWakefield, MA2026-11-03
Rosenberg Matthew Hamilton
3,000$99.9K0.0%ETFVery LowGrand Junction, CO2026-10-05
Citizens National Bank Trust Department
2,965$98.8K0.0%CoreVery LowMeridian, MS2026-11-04
Kozak & Associates, Inc.
2,932$101.5K0.0%ETFLowHighlands Ranch, CO2026-10-29
Cullen T Bankers, Inc.
2,589$86.2K0.0%GrowthLowSan Antonio, TX2026-10-28
Evensky & Katz LLC
2,582$860.0%ETFVery LowCoral Gables, FL2026-10-27
SRH Advisors, LLC
2,484$82.7K0.0%ETFVery LowSalina, KS2026-10-22
Horizon Financial Services, LLC
2,244$74.7K0.0%ETFLowWinston Salem, NC2026-11-04
Signature Resources Capital Management, LLC
2,227$74.2K0.0%ETFLowNewport Beach, CA2026-10-16
Hanson & Doremus Investment Management
2,175$720.0%CoreVery LowBurlington, VT2026-10-16
Jnba Financial Advisors
2,067$68.9K0.0%ETFMediumBloomington, MN2026-11-03
Burk Holdings LLC
2,007$66.9K0.0%ETFVery LowTulsa, OK2026-11-05
Planning Strategies Inc.
1,968$65.6K0.0%ETFN/ALancaster, PA2026-10-02
Robbins Farley
1,900$63.3K0.0%CoreMediumBedford, NH2026-10-21
Mogy Joel R Investment Counsel Inc
1,756$58.5K0.0%GrowthVery LowBeverly Hills, CA2026-10-13
Blume Capital Management, Inc.
1,650$55.0K0.0%CoreMediumBerkeley, CA2026-10-26
Key FInancial Inc
1,621$54.0K0.0%ETFLowWest Chester, PA2026-11-02
MTM Investment Management, LLC
1,619$53.9K0.0%CoreVery LowSpartanburg, SC2026-10-30
Avion Wealth
1,499$490.0%ETFLowThe Woodlands, TX2026-11-04
Pflug Koory, LLC
1,463$48.7K0.0%CoreVery LowOmaha, NE2026-10-26
Trust Co
1,436$47.8K0.0%ETFVery LowManhattan, KS2026-10-09
Downshift Financial, LLC
1,369$45.6K0.0%ETFLowBoulder, CO2026-10-13
Family Capital Trust Co
1,281$42.7K0.0%CoreLowPeabody, MA2026-10-22
Wealth Enhancement Trust Services, Inc.
1,263$42.1K0.0%GrowthMediumSioux Falls, SD2026-10-07
Pacific Center for Financial Services
1,196$39.8K0.0%ETFMediumDanville, CA2026-10-15
Versant Capital Management, Inc
1,100$36.7K0.0%GARPLowPhoenix, AZ2026-10-02
Ascentis Independent Advisors
1,048$34.9K0.0%ETFLowDallas, TX2026-11-03
Laurel Wealth Advisors LLC
915$30.5K0.0%CoreVery LowCharlotte, NC2026-10-27
McCarley & Cook Financial Planners
906$30.2K0.0%ETFLowCincinnati, OH2026-10-21
DT Investment Partners, LLC
894$29.8K0.0%ETFVery LowChadds Ford, PA2026-10-27
DiNuzzo Private Wealth, Inc.
876$29.2K0.0%ETFLowBeaver, PA2026-10-16
Abound Wealth Management
864$28.8K0.0%ETFVery LowFranklin, TN2026-10-26
Horizons Wealth Management
844$28.1K0.0%ETFLowAsheville, NC2026-10-05
True Wealth Design, LLC
702$23.4K0.0%ETFMediumAkron, OH2026-10-13
Vima LLC
685$22.8K0.0%CoreLowTroy, MI2026-10-23
Tradewinds Capital Management, LLC
660$22.0K0.0%ETFVery HighBellingham, WA2026-10-23
Reap Financial Group, LLC
645$21.5K0.0%ETFLowAustin, TX2026-11-02
Ares Financial Consulting, LLC
624$20.8K0.0%CoreLowCalabasas, CA2026-10-19
Cherry Tree Wealth Management, LLC
612$20.4K0.0%ETFVery LowMinnetonka, MN2026-10-15
Ascentis Wealth Management, LLC
591$19.7K0.0%Agg GrowthLowDallas, TX2026-11-03
Barnes Dennig Private Wealth Management LLC
543$18.1K0.0%CoreLowCincinnati, OH2026-10-30
Nova Financial LLC
525$17.5K0.0%N/AN/ATucson, AZ2026-11-04
First Premier Bank
510$170.0%CoreVery LowSioux Falls, SD2026-10-13
Evolution Wealth Management Inc.
456$15.2K0.0%ETFMediumFort Myers, FL2026-10-28
Heritage Family Offices, LLP
385$12.8K0.0%GrowthHighScottsdale, AZ2026-11-02
Align Financial, LLC
375$12.5K0.0%ETFVery LowHermantown, MN2026-10-16
Main Street Group, LTD
362$12.1K0.0%ETFMediumGlen Allen, VA2026-10-28
Mowery & Schoenfeld Wealth Management, LLC
357$11.9K0.0%GrowthMediumLincolnshire, IL2026-10-28
Morton Brown Family Wealth, LLC
354$11.8K0.0%ETFVery LowAllentown, PA2026-10-23
EPG Wealth Management LLC
324$10.8K0.0%GrowthLowAtlanta, GA2026-11-03
Trust Co of Vermont
291$9.7K0.0%CoreVery LowBrattleboro, VT2026-10-21
Phillips Financial Management, LLC
279$9.3K0.0%ETFVery LowFort Wayne, IN2026-10-19
Wilkerson Advisory Group LLC
253$8.4K0.0%ETFMediumColumbia, MO2026-10-20
Carolina Wealth Advisors, LLC
242$8.1K0.0%YieldHighMyrtle Beach, SC2026-10-23
Simplex Trading, LLC
238$7.9K0.0%CoreVery HighChicago, IL2026-11-04
3 Factor Indexing, LLC
229$7.6K0.0%ETFLowSacramento, CA2026-10-15
Harbor Investment Advisory, LLC
225$7.5K0.0%GrowthLowLutherville, MD2026-10-13
Glass Jacobson Investment Advisors llc
189$6.3K0.0%ETFLowOwings Mills, MD2026-10-26
Transce3nd, LLC
144$5.0K0.0%GrowthLowBuda, TX2026-10-26
Cedar Mountain Advisors, LLC
114$3.8K0.0%ETFVery LowLake Oswego, OR2026-10-15
First Pacific Financial
112$3.7K0.0%ETFLowVancouver, WA2026-10-14
Armor Investment Advisors, LLC
99$3.3K0.0%ETFLowRaleigh, NC2026-10-27
Buck Wealth Strategies, LLC
66$2.2K0.0%ValueMediumDenver, CO2026-10-28
TD Private Client Wealth LLC
47$1.6K0.0%ETFLowNew York, NY2026-10-28
Clayton Financial Group LLC
46$1.5K0.0%ETFLowSt. Louis, MO2026-10-13
Triumph Capital Management
30$9990.0%ETFMediumDenver, CO2026-10-14
Quaker Wealth Management, LLC
29$9660.0%ETFMediumMoorestown, NJ2026-10-22
DB Fitzpatrick & Co, Inc
29$9660.0%CoreMediumBoise, ID2026-10-19
Activest Wealth Management
29$9660.0%ETFLowAventura, FL2026-10-15
SJS Investment Consulting Inc.
15$5000.0%ETFVery LowSylvania, OH2026-10-26
Wolff Wiese Magana LLC
15$5000.0%GrowthLowCarslbad, CA2026-10-15
Spurstone Advisory Services, LLC
12$4010.0%CoreLowHigganum, CT2026-11-02