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Schwab US Mid Cap ETF (SCHM)

CUSIP: 808524508 | NYSE | 2022 institutional holders

Quarters

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

Creative Planning28,709,456
0.5% of portfolio›$976.7M
Legacy Wealth Management, LLC4,330,359
7.8% of portfolio›$147.3M
Wealth Enhancement Advisory Services, LLC3,438,314
0.2% of portfolio›$118.5M
Fragasso Financial Advisors Inc2,888,481
5.0% of portfolio›$100.1M
Prime Capital Investment Advisors, LLC1,737,989
0.6% of portfolio›$59.1M
93 Financial Group, LLC1,499,485
21.1% of portfolio›$51.0M
Financial Solutions Advisory Group, Inc.1,275,472
5.5% of portfolio›$43.6M
Summit Asset Management, LLC1,256,717
5.5% of portfolio›$42.8M
Dynamic Advisor Solutions LLC1,219,139
1.2% of portfolio›$41.5M
Chicago Partners Investment Group LLC1,193,956
0.8% of portfolio›$41.2M
BLB&B Advisors, LLC1,183,726
1.4% of portfolio›$40.3M
Mokosak Advisory Group, LLC1,144,642
8.6% of portfolio›$38.9M
Sage Financial Group Inc1,014,871
1.9% of portfolio›$34.5M
High Note Wealth, LLC925,025
5.2% of portfolio›$31.5M
Cambridge Investment Research Advisors, Inc.877,728
0.0% of portfolio›$29.9K
Gemmer Asset Management LLC857,693
1.9% of portfolio›$29.2M
Summit Financial Strategies, Inc.844,358
2.0% of portfolio›$28.7M
Koshinski Asset Management, Inc.813,651
1.4% of portfolio›$27.7M
IFP Advisors, Inc803,554
0.5% of portfolio›$27.3M
Choreo, LLC760,707
0.3% of portfolio›$25.9M
Seneca Financial Advisors LLC752,837
6.8% of portfolio›$25.6M
Financial Planning Navigators Corp743,708
9.2% of portfolio›$25.3M
Essex LLC690,252
3.6% of portfolio›$23.5M
RKL Wealth Management LLC680,744
1.8% of portfolio›$23.2M
Noble Family Wealth, LLC666,328
4.1% of portfolio›$22.7M
Modera Wealth Management, LLC648,102
0.2% of portfolio›$22.0M
Salem Investment Counselors Inc645,893
0.5% of portfolio›$22.0M
Pittenger & Anderson Inc619,778
0.8% of portfolio›$21.1M
Plante Moran Financial Advisors, LLC553,636
0.9% of portfolio›$18.8M
Triangle Securities Wealth Management528,430
3.4% of portfolio›$18.0M
Curbstone Financial Management Corp526,763
3.1% of portfolio›$17.9M
Denver PWM, LLC521,652
5.9% of portfolio›$17.7M
Farther Finance Advisors, LLC518,625
0.1% of portfolio›$17.6M
Womack Financial LLC499,879
11.2% of portfolio›$17.0M
Lodestar Private Asset Management LLC476,995
1.4% of portfolio›$16.2M
Bangor Savings Bank472,836
1.2% of portfolio›$16.1M
Harbor Group, Inc.470,263
1.9% of portfolio›$16.0M
Spinnaker Investment Group, LLC465,014
2.5% of portfolio›$15.8M
Schneider Downs Wealth Management Advisors, LP459,048
1.4% of portfolio›$15.6M
Courage Miller Partners, LLC457,044
4.1% of portfolio›$15.5M
Kestra Advisory Services, LLC449,599
0.0% of portfolio›$15.3M
Fifth Third Securities, Inc.440,650
0.8% of portfolio›$15.0M
Pacific Sage Partners, LLC436,120
1.9% of portfolio›$14.8M
White & Co Financial Planning Inc434,539
8.9% of portfolio›$13.5M
Cannon Capital Management, Inc.421,899
10.0% of portfolio›$14.4M
Focus Financial Network, Inc.420,179
0.4% of portfolio›$14.3M
River's Edge Wealth Management, LLC410,425
11.8% of portfolio›$14.0M
St. Johns Investment Management Company, LLC401,926
5.2% of portfolio›$13.7M
Peak Financial Management, Inc.396,042
3.1% of portfolio›$13.5M
Avior Wealth Management, LLC392,888
0.4% of portfolio›$13.4M
Davenport & Co LLC388,196
0.1% of portfolio›$13.2M
Horizon Financial Services, LLC385,882
4.9% of portfolio›$13.1M
Family Legacy Financial Solutions, LLC378,054
7.4% of portfolio›$12.9M
Valley National Advisers Inc373,445
1.4% of portfolio›$12.7M
HB Wealth Management, LLC373,412
0.1% of portfolio›$12.7M
Missouri Trust & Investment Co357,857
3.3% of portfolio›$12.2M
Truist Financial Corp357,073
0.0% of portfolio›$12.1M
Clear Creek Financial Management, LLC355,247
0.9% of portfolio›$12.1M
Lincoln Capital Corp350,280
3.9% of portfolio›$11.9M
Christensen, King & Associates Investment Services, Inc.349,163
4.3% of portfolio›$11.9M
Strategic Family Wealth Counselors, L.L.C.348,883
2.8% of portfolio›$11.9M
Towercrest Capital Management341,898
1.7% of portfolio›$11.6M
Alliance Wealth Management Group341,898
2.3% of portfolio›$11.6M
Elwood & Goetz Wealth Advisory Group, LLC337,120
1.6% of portfolio›$11.5M
LexAurum Advisors, LLC332,873
1.3% of portfolio›$11.3M
Nadler Financial Group, Inc.330,649
0.9% of portfolio›$11.2M
Omega Financial Group, LLC329,759
3.5% of portfolio›$11.2M
Plancorp, LLC325,225
0.3% of portfolio›$11.4M
Black Diamond Financial, LLC319,295
0.9% of portfolio›$10.9M
Lee Financial Co317,302
1.3% of portfolio›$10.8M
Blue Square Asset Management, LLC316,354
4.3% of portfolio›$10.8M
Trust Point Inc.310,090
0.8% of portfolio›$10.5M
Meridian Wealth Management, LLC305,936
0.3% of portfolio›$10.4M
Gradient Capital Advisors, LLC296,458
2.3% of portfolio›$10.1M
Tiller Private Wealth, Inc.290,975
3.1% of portfolio›$9.9M
Valley Forge Investment Consultants Inc ADV284,809
2.4% of portfolio›$9.7M
Patriot Investment Management Group, Inc.275,794
0.5% of portfolio›$9.4M
PPS&V Asset Management Consultants, Inc.271,236
5.0% of portfolio›$9.2M
Monetary Solutions, Ltd264,290
7.7% of portfolio›$9.0M
Cathy Pareto & Associates, Inc263,259
5.1% of portfolio›$9.0M
Moisand Fitzgerald Tamayo, LLC256,510
0.9% of portfolio›$8.7M
White Pine Investment Co254,723
0.0% of portfolio›$8.7K
Sightline Wealth Advisors, LLC254,045
4.0% of portfolio›$8.6M
Brookstone Capital Management252,736
0.1% of portfolio›$8.6M
Gill Capital Partners, LLC252,073
2.3% of portfolio›$8.6M
Commonwealth Equity Services, LLC249,930
0.0% of portfolio›$8.5M
James J. Burns & Company, LLC240,244
0.9% of portfolio›$8.2M
Dhjj Financial Advisors, Ltd.228,224
2.2% of portfolio›$7.8M
New York Life Investment Management LLC224,611
0.1% of portfolio›$7.6M
McCarthy Asset Management, Inc.217,566
3.5% of portfolio›$7.4M
Wealth Enhancement Trust Services, Inc.217,566
0.8% of portfolio›$7.4M
Cantor Fitzgerald Investment Advisors L.P.216,716
0.4% of portfolio›$7.4M
Visionary Wealth Advisors215,083
0.3% of portfolio›$7.3M
Peterson Wealth Advisors, LLC213,466
0.8% of portfolio›$7.3M
Stevens Capital Partners208,568
1.2% of portfolio›$7.1M
OxenFree Capital LLC208,478
3.1% of portfolio›$7.3M
AdvisorNet Financial, Inc208,052
0.3% of portfolio›$7.1M
Sterling Manor Financial, LLC206,954
4.1% of portfolio›$7.0M
Reston Wealth Management LLC200,514
1.8% of portfolio›$6.8M
Financial Synergies Wealth Advisors, Inc.198,697
0.6% of portfolio›$6.8M
Cape Investment Advisory, Inc.197,194
1.7% of portfolio›$6.7M
Simplicity Wealth,LLC195,504
0.2% of portfolio›$6.7M
Newton One Investments LLC191,360
1.7% of portfolio›$6.5M
Powers Advisory Group, LLC191,018
2.0% of portfolio›$6.5M
Diversify Wealth Management, LLC190,005
0.1% of portfolio›$6.6M
Diversify Advisory Services, LLC190,005
0.1% of portfolio›$6.6M
Gleason Group, Inc.189,341
0.6% of portfolio›$6.4M
Kohmann Bosshard Financial Services, LLC188,814
0.5% of portfolio›$6.4M
Lido Advisors, LLC187,420
0.0% of portfolio›$6.4M
Mengis Capital Management, Inc.185,330
0.9% of portfolio›$6.3M
Creekside Partners182,335
2.3% of portfolio›$6.2M
Compass Financial Group, Inc174,726
0.6% of portfolio›$5.9M
CX Institutional170,694
0.2% of portfolio›$5.8K
Moneywise, Inc.167,897
5.4% of portfolio›$5.7M
TMB Capital Partners, LLC167,738
1.7% of portfolio›$5.7M
MFA Wealth Advisors, LLC159,092
0.9% of portfolio›$5.4M
Capital Planning LLC155,877
1.4% of portfolio›$5.3M
TD Private Client Wealth LLC154,907
0.1% of portfolio›$5.3M
Schaeffer Financial LLC151,344
3.9% of portfolio›$5.1M
Steele Capital Management, Inc.151,201
0.2% of portfolio›$5.1M
Newman Dignan & Sheerar, Inc.149,196
1.0% of portfolio›$5.1M
Kingswood Wealth Advisors, LLC147,541
0.2% of portfolio›$5.0M
Blue Trust, Inc.146,920
0.1% of portfolio›$5.0M
Columbus Macro, LLC142,501
0.5% of portfolio›$4.8M
United Advisor Group, LLC139,283
0.5% of portfolio›$4.7M
Birchbrook, Inc.139,158
2.3% of portfolio›$4.7M
Alpha Omega Wealth Management LLC138,189
0.7% of portfolio›$4.7M
Independent Solutions Wealth Management, LLC135,196
0.6% of portfolio›$4.6M
Blue Bell Private Wealth Management, LLC135,190
0.5% of portfolio›$4.6M
Perigon Wealth Management, LLC134,902
0.1% of portfolio›$4.6M
Apollon Wealth Management, LLC134,763
0.1% of portfolio›$4.6M
Code Waechter LLC134,060
2.2% of portfolio›$4.6M
Selby Wealth Management, LLC133,765
1.6% of portfolio›$4.6M
Downshift Financial, LLC131,317
1.9% of portfolio›$4.5M
Arcataur Capital Management LLC130,894
1.1% of portfolio›$4.5M
Valpey Financial Services, LLC128,676
2.6% of portfolio›$4.4M
Acorn Wealth Advisors, LLC128,430
1.1% of portfolio›$4.4M
Citizens Financial Group Inc126,247
0.1% of portfolio›$4.3M
Family Investment Center, Inc.124,412
0.7% of portfolio›$4.2M
Apollon Financial, LLC124,021
0.5% of portfolio›$4.2M
CFG Wealth Management Services, Inc.122,628
3.9% of portfolio›$4.2M
St. Louis Trust Co122,547
0.4% of portfolio›$4.2M
RFG Advisory, LLC120,729
0.1% of portfolio›$4.1M
Nicollet Investment Management, Inc.115,394
0.0% of portfolio›$3.9K
Livet Wealth, LLC114,762
2.2% of portfolio›$3.9M
Richardson Capital Management LLC112,627
1.6% of portfolio›$3.8M
Enclave Advisors LLC111,972
0.5% of portfolio›$3.8M
Waterfront Wealth Inc.111,626
0.6% of portfolio›$3.9M
Murphy & Mullick Capital Management Corp111,193
2.3% of portfolio›$3.8M
Councilor Wealth, LLC111,153
1.6% of portfolio›$3.8M
Pinnacle Associates LTD110,535
0.0% of portfolio›$3.8M
Meitav Investment House LTD110,000
0.0% of portfolio›$3.7M
Villere ST Denis J & Co LLC109,535
0.5% of portfolio›$3.7M
Pinnacle Wealth Management Advisory Group, LLC106,085
0.2% of portfolio›$3.6M
First Affirmative Financial Network104,786
0.8% of portfolio›$3.6M
Wealth Group Ltd102,182
0.7% of portfolio›$3.5M
Paradigm, Strategies in Wealth Management, LLC100,994
2.2% of portfolio›$3.4M
McAdam, LLC100,518
0.1% of portfolio›$3.4M
John Boyer, Inc.99,610
2.7% of portfolio›$3.4M
Prentice Wealth Management LLC99,545
0.7% of portfolio›$3.4M
Blankinship & Foster, LLC99,287
0.7% of portfolio›$3.4M
Everhart Financial Group, Inc.97,785
0.2% of portfolio›$3.3M
Boltwood Capital Management97,571
0.7% of portfolio›$3.3M
Vise Technologies, Inc.95,526
0.0% of portfolio›$3.2M
Revolve Wealth Partners, LLC91,991
0.3% of portfolio›$3.1M
Carolina Wealth Management Inc91,395
1.3% of portfolio›$3.1M
LifeSteps Financial, Inc.89,983
1.5% of portfolio›$3.1M
True North Advisors, LLC86,807
0.2% of portfolio›$3.0M
Cdkv Holdings LLC86,624
2.2% of portfolio›$2.9M
Sentinel Pension Advisors, LLC85,735
0.4% of portfolio›$2.9M
Providence First Trust Co85,493
1.0% of portfolio›$2.9M
Mather Group, Llc.83,221
0.0% of portfolio›$2.8M
SeaCrest Wealth Management, LLC82,731
0.3% of portfolio›$2.8M
Burkett Financial Services, LLC80,975
0.8% of portfolio›$2.8M
Wealthcare Advisory Partners LLC78,268
0.0% of portfolio›$2.7M
Nicholas Hoffman & Company, Llc.78,198
0.1% of portfolio›$2.7M
Ulland Investment Advisors, LLC78,131
0.0% of portfolio›$2.7K
Dorato Capital Management76,032
1.7% of portfolio›$2.6M
Capital Squared Financial LLC75,885
1.6% of portfolio›$2.6M
Marquette Asset Management, LLC75,304
0.3% of portfolio›$2.6M
WBH Advisory Inc75,228
0.2% of portfolio›$2.6M
PCA Investment Advisory Services Inc.74,568
0.7% of portfolio›$2.5M
FF Advisors,LLC73,826
0.9% of portfolio›$2.5M
Affinity Capital Advisors, LLC73,280
0.3% of portfolio›$2.5M
Econ Financial Services Corp72,348
1.0% of portfolio›$2.5M
Krilogy Financial LLC71,246
0.1% of portfolio›$2.5M
Sheets Smith Wealth Management70,719
0.3% of portfolio›$2.4M
Csenge Advisory Group70,676
0.1% of portfolio›$2.4M
Envision Financial LLC70,620
1.1% of portfolio›$2.4M
Values Added Financial LLC70,511
0.9% of portfolio›$2.4M
Joseph P. Lucia & Associates, LLC68,574
0.7% of portfolio›$2.3M
Asset Advisors Investment Management, LLC68,444
0.2% of portfolio›$2.3M
SWS Partners68,402
0.5% of portfolio›$2.3M
May Hill Capital, LLC68,033
0.5% of portfolio›$2.3M
Juncture Wealth Strategies, LLC67,549
0.6% of portfolio›$2.3M
Venture Visionary Partners LLC66,587
0.1% of portfolio›$2.3M
Bensler, LLC65,866
0.2% of portfolio›$2.2M
Madison Park Capital Advisors, LLC65,315
1.4% of portfolio›$2.2M
Cambridge Financial Group, LLC65,011
0.8% of portfolio›$2.4M
KCM Investment Advisors LLC63,459
0.1% of portfolio›$2.2M
BCS Wealth Management63,322
0.4% of portfolio›$2.2M
Ironwood Financial, llc63,222
0.3% of portfolio›$2.2M
Valeo Financial Advisors, LLC62,253
0.0% of portfolio›$2.1M
Busey Bank61,526
0.1% of portfolio›$2.1M
Opal Wealth Advisors, LLC60,601
0.4% of portfolio›$2.1M
MCF Advisors LLC60,136
0.1% of portfolio›$2.0M
CRA Financial Services, LLC60,057
0.2% of portfolio›$2.0M
Murphy, Middleton, Hinkle & Parker, Inc.59,788
0.8% of portfolio›$2.0M
Alliance Private Wealth, LLC59,039
0.7% of portfolio›$2.0M
Beaumont Financial Advisors, LLC59,037
0.1% of portfolio›$2.0M
NBZ Investment Advisors LLC58,235
0.8% of portfolio›$2.0M
Amicus Financial Advisors, LLC57,992
0.5% of portfolio›$2.0M
Koesten, Hirschmann & Crabtree, Inc.57,885
0.8% of portfolio›$2.0M
Integrated Capital Management, LLC57,269
0.7% of portfolio›$1.9M
Sunburst Financial Group, LLC57,249
0.3% of portfolio›$1.9M
JFS Wealth Advisors, LLC56,996
0.1% of portfolio›$1.9M
Colorado Capital Management, Inc.56,943
0.0% of portfolio›$1.9K
Cambridge Advisors Inc.56,900
0.3% of portfolio›$1.9M
Fagan Associates, Inc.55,994
0.2% of portfolio›$1.9M
Cassilly Financial Group LLC55,770
1.3% of portfolio›$1.9M
Collective Family Office LLC55,287
0.4% of portfolio›$1.9M
ETF Store, Inc.54,494
1.5% of portfolio›$1.9M
LTG Capital LLC54,262
1.3% of portfolio›$1.8M
Quadcap Wealth Management, LLC54,150
0.2% of portfolio›$1.8M
PFG Advisors53,010
0.1% of portfolio›$1.8M
OFS Enterprise LLC52,332
0.5% of portfolio›$1.8M
Seek First Inc.52,146
1.1% of portfolio›$1.8M
Long Island Wealth Management, Inc.51,467
0.7% of portfolio›$1.8M
GuidedMoney, LLC51,435
0.8% of portfolio›$1.7M
K2 Financial Inc.51,304
1.2% of portfolio›$1.8M
North Forty Two & Co.51,206
1.4% of portfolio›$1.7M
Savior LLC49,733
4.7% of portfolio›$1.7M
RCW Management, LLC48,886
1.5% of portfolio›$1.7M
Signature Estate & Investment Advisors LLC48,694
0.0% of portfolio›$1.7M
S.A. Mason LLC48,543
0.5% of portfolio›$1.7M
Pennsylvania Capital Management Inc48,461
0.4% of portfolio›$1.6M
Arkansas Financial Group, Inc.48,291
0.2% of portfolio›$1.6M
Bfsg, LLC47,972
0.1% of portfolio›$1.6M
Legacy Bridge, LLC47,816
0.5% of portfolio›$1.6M
Fulton Breakefield Broenniman LLC47,235
0.1% of portfolio›$1.6M
1900 Wealth Management LLC47,087
0.1% of portfolio›$1.6M
MeadowBrook Investment Advisors LLC46,407
1.3% of portfolio›$1.6M
Single Point Partners, LLC45,970
0.3% of portfolio›$1.6M
Thrive Wealth Management, LLC45,268
0.2% of portfolio›$1.5M
Capital Advantage, Inc.44,800
0.2% of portfolio›$1.5M
First Growth Capital LLC43,407
1.2% of portfolio›$1.5M
Quadrant Capital Group LLC43,111
0.0% of portfolio›$1.5M
Vision Capital Management, Inc.43,078
0.2% of portfolio›$1.5M
Sharkey, Howes & Javer42,518
0.2% of portfolio›$1.4M
Altfest L J & Co Inc42,472
0.1% of portfolio›$1.4M
Wilkins Miller Wealth Management, LLC42,221
0.8% of portfolio›$1.4M
Evergreen Capital Management LLC42,210
0.0% of portfolio›$1.4M
Voisard Asset Management Group, Inc.42,046
0.3% of portfolio›$1.4M
WP Advisors, LLC41,556
0.3% of portfolio›$1.4M
Ifrah Financial Services, Inc.41,375
0.4% of portfolio›$1.4M
GHP Investment Advisors, Inc.41,364
0.1% of portfolio›$1.4M
Leisure Capital Management40,662
0.4% of portfolio›$1.4M
Whipplewood Advisors, LLC40,590
0.9% of portfolio›$1.4M
ARK & TLK Investments, LLC40,291
0.3% of portfolio›$1.4M
Serenity Investment Advisors40,246
0.6% of portfolio›$1.4M
Wedmont Private Capital39,831
0.0% of portfolio›$1.4M
Sigma Investment Counselors Inc39,303
0.1% of portfolio›$1.3M
Stonebridge Financial Group, LLC39,249
0.1% of portfolio›$1.3M
Pegasus Asset Management, Inc.39,200
0.4% of portfolio›$1.3M
Squire Investment Management Company, LLC38,541
0.3% of portfolio›$1.3M
Sawgrass Asset Management LLC38,189
0.2% of portfolio›$1.3M
Jm2 Capital Inc.38,046
0.9% of portfolio›$1.3M
Cornerstone Wealth Group, LLC37,936
0.1% of portfolio›$1.3M
Fidelis iM, LLC37,542
0.4% of portfolio›$1.3M
Ocean Park Asset Management, LLC37,481
0.1% of portfolio›$1.3M
Exchange Traded Concepts, LLC37,481
0.0% of portfolio›$1.3M
Greenwood Gearhart LLC37,465
0.1% of portfolio›$1.3M
Embree Financial Group37,459
0.1% of portfolio›$1.3M
Phillips Financial Management, LLC37,358
0.1% of portfolio›$1.3M
RMR Wealth Builders37,260
0.1% of portfolio›$1.3M
First Pacific Financial37,178
0.1% of portfolio›$1.3M
Summit Financial Wealth Advisors, LLC37,154
0.2% of portfolio›$1.3M
Sculati Wealth Management, LLC37,131
0.4% of portfolio›$1.3M
MBA Advisors LLC36,963
0.4% of portfolio›$1.3M
Orca Investment Management, LLC36,575
1.0% of portfolio›$1.2M
Cornerstone Wealth Management, LLC36,526
0.1% of portfolio›$1.2M
Shearwater Capital LLC36,275
0.6% of portfolio›$1.2M
John W. Brooker & Co., CPAs35,877
1.4% of portfolio›$1.2M
Asset Dedication, LLC35,826
0.1% of portfolio›$1.2M
Great Waters Wealth Management35,389
0.1% of portfolio›$1.2M
Clear Point Advisors Inc.35,273
0.8% of portfolio›$1.2M
Manchester Financial Inc35,201
0.2% of portfolio›$1.2M
Adamsbrown Wealth Consultants LLC35,178
0.2% of portfolio›$1.2M
Retirement Planning Group, LLC34,301
0.0% of portfolio›$1.2M
Tenret Co LLC34,073
0.5% of portfolio›$1.2M
Crescent Sterling, Ltd.33,988
0.9% of portfolio›$1.2M
Parkside Financial Bank & Trust33,896
0.1% of portfolio›$1.2M
Elevation Wealth Partners, LLC33,194
0.3% of portfolio›$1.1M
James Investment Research, Inc.33,163
0.1% of portfolio›$1.1M
National Wealth Management Group, LLC32,724
0.3% of portfolio›$1.1M
Fortitude Advisory Group L.L.C.32,628
0.4% of portfolio›$1.1M
Grantvest Financial Group LLC32,473
0.6% of portfolio›$1.1M
Third View Private Wealth, LLC32,037
0.1% of portfolio›$1.1M
Parallel Advisors, LLC31,525
0.0% of portfolio›$1.1M
Brighton Jones LLC31,100
0.0% of portfolio›$1.1M
Red Mountain Financial, LLC30,192
0.9% of portfolio›$1.0M
Concurrent Investment Advisors, LLC30,175
0.0% of portfolio›$1.0M
Heritage Family Offices, LLP30,146
0.3% of portfolio›$1.0M
Five Pine Wealth Management30,006
0.6% of portfolio›$1.0M
Burns Matteson Capital Management, LLC29,887
0.4% of portfolio›$1.0M
Ironwood Wealth Management, Llc.29,857
0.2% of portfolio›$1.0M
Cap Partners, LLC29,246
0.5% of portfolio›$995.0K
BlueChip Wealth Advisors LLC29,231
0.3% of portfolio›$994.5K
Onyx Bridge Wealth Group LLC28,948
0.1% of portfolio›$984.8K
Rede Wealth, LLC28,630
0.3% of portfolio›$974.0K
Sigma Planning Corp28,408
0.0% of portfolio›$965.2K
Avidian Wealth Enterprises, LLC27,919
0.0% of portfolio›$949.8K
AlphaCore Capital LLC27,892
0.0% of portfolio›$948.9K
Visionary Horizons, LLC27,646
0.4% of portfolio›$940.5K
Integrated Advisors Network LLC27,159
0.0% of portfolio›$923.9K
YHB Investment Advisors, Inc.27,024
0.1% of portfolio›$919.4K
Midwest Trust Co26,899
0.0% of portfolio›$915.1K
West Paces Advisors Inc.26,882
0.2% of portfolio›$914.5K
Armstrong Advisory Group, Inc26,587
0.1% of portfolio›$904.5K
Armor Investment Advisors, LLC26,199
0.3% of portfolio›$891.3K
Aurora Private Wealth, Inc.26,063
0.0% of portfolio›$887
Asset One Wealth Management LLC25,802
0.1% of portfolio›$877.8K
Arista Wealth Management, LLC25,040
0.1% of portfolio›$851.9K
Indivisible Partners24,895
0.0% of portfolio›$846.9K
Heartwood Wealth Advisors LLC24,639
0.1% of portfolio›$838.2K
Genesee Capital Advisors, LLC24,461
0.3% of portfolio›$832.2K
Sims Investment Management, LLC24,180
0.3% of portfolio›$822.6K
Apella Capital, LLC23,997
0.0% of portfolio›$824.6K
Eley Financial Management, Inc23,775
0.3% of portfolio›$808.8K
Cooper S Advisors, LLC23,616
0.4% of portfolio›$803.4K
Midwest Capital Advisors, LLC23,516
0.3% of portfolio›$800.0K
Nautilus Advisors LLC23,431
0.5% of portfolio›$797.1K
Zenith Solutions, Inc.22,983
0.7% of portfolio›$781.9K
Financial Consulate, Inc22,917
0.1% of portfolio›$779.6K
Evermay Wealth Management LLC22,534
0.1% of portfolio›$766.6K
Cliftonlarsonallen Wealth Advisors, LLC22,040
0.0% of portfolio›$749.8K
Biltmore Family Office, LLC22,005
0.1% of portfolio›$748.6K
Diversified Management Inc21,903
0.1% of portfolio›$745.1K
Flagship Harbor Advisors, LLC21,671
0.0% of portfolio›$737.2K
JBR Co Financial Management Inc21,401
0.3% of portfolio›$778.1K
TPG Advisors LLC21,334
0.4% of portfolio›$725.8K
Pinkerton Wealth, LLC21,222
0.1% of portfolio›$722.0K
Cooksen Wealth, LLC21,121
0.4% of portfolio›$731.8K
Diligent Investors, LLC20,971
0.2% of portfolio›$713.4K
Bigelow Investment Advisors, LLC20,890
0.3% of portfolio›$710.7K
Leverty Financial Group, LLC20,887
0.1% of portfolio›$710.6K
Greenleaf Trust20,749
0.0% of portfolio›$705.9K
Carolina Wealth Advisors, LLC20,084
0.3% of portfolio›$683.3K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management20,025
0.0% of portfolio›$681.3K
Harfst & Associates, Inc.19,946
0.1% of portfolio›$678.6K
Townsend Asset Management Corp19,877
0.2% of portfolio›$676.2K
Continuum Wealth Advisors, LLC19,849
0.2% of portfolio›$675.3K
Grimes & Co Wealth Management, LLC19,815
0.0% of portfolio›$674.1K
Tranquility Partners, LLC19,522
0.2% of portfolio›$664.1K
Prospera Financial Services Inc19,478
0.0% of portfolio›$680.5K
Cottage Street Advisors LLC19,291
0.3% of portfolio›$656.3K
CMH Wealth Management LLC19,140
0.1% of portfolio›$651.1K
Stordahl Capital Management, Inc.19,007
0.1% of portfolio›$646.6K
Asset Planning Services Inc18,641
0.0% of portfolio›$634
Flavin Financial Services, Inc.18,630
0.3% of portfolio›$633.8K
Pachira Investments Inc.18,459
0.2% of portfolio›$628.0K
Equitable Trust Co18,304
0.0% of portfolio›$622.7K
Compass Ion Advisors, LLC18,195
0.1% of portfolio›$619.0K
Lodestone Wealth Management LLC18,140
0.2% of portfolio›$617.1K
NBT Bank, N.A.18,105
0.0% of portfolio›$615.9K
Twele Capital Management, Inc.18,103
0.1% of portfolio›$615.9K
Mirador Capital Partners LP18,040
0.1% of portfolio›$613.7K
Watershed Private Wealth LLC17,967
0.2% of portfolio›$611.2K
Parsons Capital Management Inc16,911
0.0% of portfolio›$575.3K
Motive Wealth Advisors16,854
0.2% of portfolio›$573.4K
Madden Securities Corp16,847
0.2% of portfolio›$573.1K
Vicus Capital16,757
0.0% of portfolio›$570.1K
CWC Advisors, Llc.16,556
0.3% of portfolio›$563.2K
LifePlan Financial, LLC16,489
0.4% of portfolio›$568.4K
Sima Wealth Partners, LLC16,430
0.4% of portfolio›$559.0K
Relyea Zuckerberg Hanson LLC16,264
0.0% of portfolio›$553.3K
One Way Holdings LLC16,006
0.0% of portfolio›$544.5K
True Freedom Investing, LLC15,930
0.1% of portfolio›$541.9K
B. Riley Wealth Advisors, Inc.15,876
0.0% of portfolio›$540.1K
Vestment Financial LLC15,784
0.2% of portfolio›$536.5K
Essential Partners LLC15,727
0.2% of portfolio›$535.0K
Mission Wealth Management, LP15,354
0.0% of portfolio›$522.4K
Kestra Private Wealth Services, LLC15,125
0.0% of portfolio›$514.5K
Liberty Capital Management, Inc.14,900
0.1% of portfolio›$506.9K
Selective Wealth Management, Inc.14,771
0.1% of portfolio›$510.4K
Patrick M Sweeney & Associates, Inc14,586
0.3% of portfolio›$496.2K
Pinnacle Bancorp, Inc.14,499
0.1% of portfolio›$493.3K
Aspiriant, LLC14,477
0.0% of portfolio›$492.5K
Millennium Capital Advisors, LLC14,453
0.3% of portfolio›$491.7K
Parkshore Wealth Management, Inc.14,279
0.1% of portfolio›$485.8K
Keybank National Association13,965
0.0% of portfolio›$475.1K
Washington Trust Co13,583
0.0% of portfolio›$462.1K
Axxcess Wealth Management, LLC13,544
0.0% of portfolio›$460.8K
Whelan Financial13,392
0.1% of portfolio›$455.6K
Smithbridge Asset Management Inc13,361
0.1% of portfolio›$454.5K
D.B. Root & Company, LLC13,358
0.1% of portfolio›$454.4K
Park Capital Management, LLC / WI13,266
0.2% of portfolio›$451.3K
Simon Quick Advisors, LLC13,220
0.0% of portfolio›$449.7K
Goldstein Advisors, LLC13,043
0.0% of portfolio›$443.7K
Spire Wealth Management12,986
0.0% of portfolio›$441.8K
Mitchell Capital Management Co12,983
0.1% of portfolio›$441.7K
Kagan Cocozza Asset Management12,848
0.3% of portfolio›$437.1K
Curtis Advisory Group, LLC12,653
0.1% of portfolio›$430.5K
Perryman Financial Advisory Inc12,455
0.1% of portfolio›$423.7K
Tilia Fiduciary Partners, Inc.12,431
0.2% of portfolio›$422.9K
Firestone Capital Management12,388
0.1% of portfolio›$421.4K
NWF Advisory Services Inc.12,380
0.0% of portfolio›$421.2K
Meridian Financial Advisors, LLC12,325
0.2% of portfolio›$419.3K
Svrn Asset Management, LLC12,279
0.2% of portfolio›$417.7K
Kaizen Financial Strategies12,191
0.2% of portfolio›$414.7K
TSG Advice Partners, LLC12,129
0.1% of portfolio›$447.2K
Fingerlakes Wealth Management, Inc.12,095
0.2% of portfolio›$411.5K
Verdence Capital Advisors LLC11,950
0.0% of portfolio›$406.5K
Armbruster Capital Management, Inc.11,920
0.1% of portfolio›$405.5K
Capital Advisors, Ltd. LLC11,767
0.0% of portfolio›$400
Signal Advisors Wealth, LLC11,594
0.0% of portfolio›$394.4K
Clarity Wealth Advisors, LLC11,348
0.1% of portfolio›$386.1K
Chapman Financial Group, LLC11,199
0.3% of portfolio›$381.0K
Highland Capital Management, LLC11,090
0.0% of portfolio›$377.3K
Balboa Wealth Partners11,089
0.1% of portfolio›$377.2K
Balance Wealth Partners LLC10,990
0.1% of portfolio›$373.9K
Carnegie Investment Counsel10,921
0.0% of portfolio›$371.5K
XY Planning Network, Inc.10,904
0.0% of portfolio›$371.0K
RBA Wealth Management, LLC10,736
0.1% of portfolio›$365.2K
Altus Wealth Group LLC10,731
0.1% of portfolio›$365.1K
Acropolis Investment Management, LLC10,694
0.0% of portfolio›$363.8K
Berkeley, Inc10,638
0.1% of portfolio›$361.9K
Paulson Wealth Management Inc.10,557
0.1% of portfolio›$359.1K
Romano Brothers and Company10,495
0.0% of portfolio›$357.0K
Private Trust Co NA10,474
0.0% of portfolio›$356.3K
MGO One Seven LLC10,360
0.0% of portfolio›$352.4K
KPP Advisory Services LLC10,347
0.1% of portfolio›$352.0K
Praetorian Wealth Management, Inc.10,235
0.1% of portfolio›$348.2K
MBE Wealth Management, LLC10,227
0.1% of portfolio›$347.9K
Keystone Wealth Services, LLC10,101
0.1% of portfolio›$345.5K
William Mack & Associates, Inc.10,090
0.1% of portfolio›$343.3K
Bison Wealth, LLC10,015
0.0% of portfolio›$345.6K
Guardian Wealth Advisors, LLC9,982
0.2% of portfolio›$348.0K
SeaBridge Investment Advisors LLC9,960
0.0% of portfolio›$338.8K
Hamilton Capital, LLC9,768
0.0% of portfolio›$332.3K
FSM Wealth Advisors, LLC9,744
0.0% of portfolio›$337.6K
Triton Wealth Management, Pllc9,718
0.1% of portfolio›$344.4K
Meriwether Wealth & Planning, LLC9,662
0.1% of portfolio›$328.7K
Dickmeyer Boyce Financial Management, Inc.9,662
0.2% of portfolio›$328.7K
Old Port Advisors9,589
0.1% of portfolio›$326.2K
Soltis Investment Advisors LLC9,573
0.0% of portfolio›$325.7K
Apeiron RIA LLC9,538
0.1% of portfolio›$327.2K
Old National Bancorp9,513
0.0% of portfolio›$323.6K
Tandem Investment Partners LLC9,483
0.2% of portfolio›$322.6K
Robbins Farley9,416
0.1% of portfolio›$320.3K
Advisor OS, LLC9,348
0.0% of portfolio›$318.0K
AWM Capital, LLC9,347
0.0% of portfolio›$318.0K
Wetzel Investment Advisors, Inc.9,270
0.1% of portfolio›$315.4K
First National Bank of Mount Dora, Trust Investment Services9,000
0.1% of portfolio›$306.2K
Patten Group, Inc.8,943
0.0% of portfolio›$304.2K
HUB Investment Partners, LLC8,941
0.0% of portfolio›$304.2K
Elmwood Wealth Management, Inc.8,932
0.1% of portfolio›$303.9K
XXI Wealth, LLC8,916
0.1% of portfolio›$303.3K
Clarity Capital Advisors, LLC8,887
0.1% of portfolio›$302.3K
Princeton Global Asset Management LLC8,793
0.0% of portfolio›$299.1K
Independent Financial Group, LLC8,775
0.0% of portfolio›$298.5K
Charles Schwab Trust Co8,624
0.0% of portfolio›$293.4K
Directional Asset Management8,423
0.2% of portfolio›$286.5K
CoreCap Advisors, LLC8,390
0.0% of portfolio›$285.5K
Albion Financial Group8,344
0.0% of portfolio›$283.9K
EverSource Wealth Advisors, LLC8,343
0.0% of portfolio›$283.8K
Bullock Wealth Management Group8,320
0.1% of portfolio›$285.4K
Canvas Wealth Advisors, LLC8,199
0.0% of portfolio›$289.7K
Capital Investment Advisory Services, LLC8,197
0.0% of portfolio›$278.9K
Principle Wealth Partners LLC8,178
0.0% of portfolio›$278.2K
Kelleher Financial Advisors8,175
0.1% of portfolio›$278.1K
SAX Wealth Advisors, LLC8,110
0.0% of portfolio›$275.9K
Clayton Financial Group LLC8,103
0.1% of portfolio›$275.7K
Avion Wealth8,046
0.0% of portfolio›$273
Wlth Capital Management, LLC8,001
1.7% of portfolio›$272.2K
SLT Holdings LLC8,000
0.2% of portfolio›$272.2K
Highline Wealth Partners LLC7,993
0.1% of portfolio›$271.9K
First National Trust Co7,893
0.0% of portfolio›$268.5K
One Day In July LLC7,875
0.0% of portfolio›$267.9K
BIP Wealth, LLC7,862
0.0% of portfolio›$267.5K
RMG Wealth Management LLC7,843
0.0% of portfolio›$271.3K
Robinswood Financial LLC7,815
0.1% of portfolio›$267.0K
Heirloom Wealth Management7,748
0.0% of portfolio›$263.6K
American Financial & TAX Strategies Inc7,704
0.1% of portfolio›$262.1K
Financial Management Network Inc7,600
0.0% of portfolio›$262.7K
Forum Financial Management, LP7,589
0.0% of portfolio›$258.2K
Gaddis Premier Wealth Advisors LLC7,463
0.1% of portfolio›$253.9K
ACT Wealth Management, LLC7,373
0.1% of portfolio›$250.8K
Raub Brock Capital Management LP7,256
0.1% of portfolio›$246.8K
Aull & Monroe Investment Management Corp7,256
0.1% of portfolio›$246.8K
VestGen Advisors, LLC7,222
0.0% of portfolio›$245.7K
Legacy Financial Strategies, LLC7,156
0.0% of portfolio›$243.4K
Optima Capital LLC7,131
0.1% of portfolio›$242.6K
Financial Designs Corp7,116
0.1% of portfolio›$242.1K
Westco Advisory Services Inc7,097
0.1% of portfolio›$241.4K
Portus Wealth Advisors, LLC7,094
0.2% of portfolio›$241.3K
Revisor Wealth Management LLC7,069
0.1% of portfolio›$241.4K
Human Investing LLC7,008
0.0% of portfolio›$238.4K
Procyon Advisors, LLC6,942
0.0% of portfolio›$236.2K
Oppenheimer Asset Management Inc.6,881
0.0% of portfolio›$234.1K
Capital Investment Counsel, LLC6,881
0.0% of portfolio›$234.1K
Glaxis Capital Management, LLC6,864
0.6% of portfolio›$233.5K
Oppenheimer & Co Inc6,850
0.0% of portfolio›$233.0K
Ferguson Wellman Capital Management, Inc6,843
0.0% of portfolio›$232.8K
Horst & Graben Wealth Management LLC6,757
0.0% of portfolio›$229.9K
Gainplan LLC6,753
0.1% of portfolio›$229.7K
Caldwell Trust Co6,750
0.0% of portfolio›$229.6K
HT Partners LLC6,743
0.1% of portfolio›$229.4K
Patton Albertson Miller Group, LLC6,683
0.0% of portfolio›$227.4K
Chesley Taft & Associates LLC6,647
0.0% of portfolio›$226.1K
Montag A & Associates Inc6,642
0.0% of portfolio›$226.0K
Canandaigua National Bank & Trust Co6,630
0.0% of portfolio›$225.6K
CJM Wealth Advisers, Ltd.6,618
0.1% of portfolio›$225.1K
Redhawk Wealth Advisors, Inc.6,576
0.0% of portfolio›$223.7K
Tectonic Advisors LLC6,538
0.0% of portfolio›$222.4K
Investment Partners Asset Management, Inc.6,450
0.1% of portfolio›$219.4K
Capital Investment Advisors, LLC6,448
0.0% of portfolio›$219.4K
TruNorth Capital Management, LLC6,421
0.0% of portfolio›$218.4K
Purus Wealth Management, LLC6,379
0.1% of portfolio›$217.0K
Walkner Condon Financial Advisors LLC6,252
0.0% of portfolio›$212.7K
SBE LLC DBA Cedar Cove Wealth Partners6,251
0.1% of portfolio›$212.7K
Hartline Investment Corp/6,184
0.0% of portfolio›$210.4K
Pflug Koory, LLC6,147
0.1% of portfolio›$209.1K
Trek Financial, LLC6,109
0.0% of portfolio›$207.8K
Arlington Financial Advisors, LLC6,053
0.0% of portfolio›$205.9K
Inman Jager Wealth Management, LLC6,030
0.1% of portfolio›$205.1K
Hengehold Capital Management LLC5,987
0.0% of portfolio›$203.7K
Madrid Wealth Management, LLC5,983
0.1% of portfolio›$203.5K
Facet Wealth, Inc.5,977
0.0% of portfolio›$203.3K
tru Independence LLC5,971
0.1% of portfolio›$203.1K
Sagespring Wealth Partners, LLC5,937
0.0% of portfolio›$202.0K
Kathmere Capital Management, LLC5,934
0.0% of portfolio›$201.9K
Arnold Financial Planning LLC5,895
0.1% of portfolio›$200.5K
Mayfair Advisory Group, LLC5,884
0.1% of portfolio›$200.2K
Key FInancial Inc5,531
0.0% of portfolio›$188.2K
Contravisory Investment Management, Inc.5,432
0.0% of portfolio›$184.8K
Duncker Streett & Co Inc5,426
0.0% of portfolio›$184.6K
Bank of New Hampshire5,115
0.0% of portfolio›$174.0K
Fairman Group, LLC5,052
0.1% of portfolio›$171.9K
Coastline Trust Co4,315
0.0% of portfolio›$146.8K
Davis Capital Management4,254
0.1% of portfolio›$144.7K
Signaturefd, LLC4,247
0.0% of portfolio›$144.5K
Assetmark, Inc4,234
0.0% of portfolio›$144.0K
Bokf, NA4,149
0.0% of portfolio›$141.1K
MJT & Associates Financial Advisory Group, Inc.3,960
0.1% of portfolio›$134.7K
Cassaday & Co Wealth Management LLC3,768
0.0% of portfolio›$128.2K
SYM Financial Corp3,679
0.0% of portfolio›$125.2K
Golden State Wealth Management, LLC3,420
0.0% of portfolio›$116.4K
Arlington Trust Co LLC3,000
0.0% of portfolio›$102.1K
Richards, Merrill & Peterson, Inc.2,919
0.0% of portfolio›$99.3K
Morton Brown Family Wealth, LLC2,880
0.0% of portfolio›$98.0K
Fairway Wealth LLC2,834
0.0% of portfolio›$96.4K
Bulwark Capital Corp2,683
0.0% of portfolio›$91.3K
Root Financial Partners, LLC2,646
0.0% of portfolio›$90.0K
Breakwater Investment Management2,550
0.0% of portfolio›$86.8K
Wilmington Savings Fund Society, FSB2,400
0.0% of portfolio›$81.6K
Oakworth Capital, Inc.2,322
0.0% of portfolio›$79.0K
Gamma Investing LLC2,316
0.0% of portfolio›$78.8K
First Community Trust NA2,266
0.0% of portfolio›$77.1K
Hickory Point Bank & Trust2,145
0.0% of portfolio›$73.0K
Creative Financial Designs Inc1,992
0.0% of portfolio›$67.8K
Citigroup Inc1,965
0.0% of portfolio›$66.8K
Gilpin Wealth Management, LLC1,925
0.0% of portfolio›$65.5K
Frankly Finances, LLC1,890
0.1% of portfolio›$64.3K
Birch Financial Group, LLC1,849
0.0% of portfolio›$62.9K
Ascentis Independent Advisors1,710
0.0% of portfolio›$58.2K
Finley Financial, LLC1,668
0.0% of portfolio›$57.2K
Financial Management Professionals, Inc.1,630
0.0% of portfolio›$55.5K
North Star Investment Management Corp.1,618
0.0% of portfolio›$55.0K
Tradewinds Capital Management, LLC1,532
0.0% of portfolio›$52.1K
Lanark Financial, Inc.1,512
0.0% of portfolio›$51.4K
Vermillion Wealth Management, Inc.1,497
0.1% of portfolio›$50.9K
DecisionPoint Financial, LLC1,436
0.0% of portfolio›$49.2K
Manchester Capital Management LLC1,391
0.0% of portfolio›$47.3K
Roxbury Financial LLC1,350
0.0% of portfolio›$45.9K
Creative Capital Management Investments LLC1,337
0.0% of portfolio›$45.5K
Ashton Thomas Private Wealth, LLC1,302
0.0% of portfolio›$44.3K
Nova Financial LLC1,126
0.0% of portfolio›$38.3K
Harbor Investment Advisory, LLC1,103
0.0% of portfolio›$37.5K
Blume Capital Management, Inc.1,050
0.0% of portfolio›$35.7K
James T. Borello RIA1,002
0.0% of portfolio›$34.1K
Trust Co of Vermont947
0.0% of portfolio›$32.2K
Atwood & Palmer Inc901
0.0% of portfolio›$30.6K
Comprehensive Financial Planning, Inc.779
0.0% of portfolio›$26.5K
Barnes Dennig Private Wealth Management LLC670
0.0% of portfolio›$22.8K
Main Street Group, LTD642
0.0% of portfolio›$21.8K
Prudent Man Investment Management, Inc.612
0.0% of portfolio›$20.8K
TD Waterhouse Canada Inc.600
0.0% of portfolio›$20.6K
Alpine Bank Wealth Management600
0.0% of portfolio›$20.4K
Hurley Capital, LLC588
0.0% of portfolio›$20.0K
Jnba Financial Advisors585
0.0% of portfolio›$19.9K
Halbert Hargrove Global Advisors, LLC572
0.0% of portfolio›$19.5K
Angeles Wealth Management, LLC559
0.0% of portfolio›$19.0K
Grey Ledge Advisors, LLC557
0.0% of portfolio›$18.9K
Compass Financial Management LLC499
0.0% of portfolio›$17.0K
Balentine LLC447
0.0% of portfolio›$15.2K
Eastern Bank422
0.0% of portfolio›$14.4K
Tompkins Financial Corp420
0.0% of portfolio›$14.3K
Atlantic Edge Private Wealth Management, LLC393
0.0% of portfolio›$13.4K
POM Investment Strategies, LLC375
0.0% of portfolio›$12.8K
Cordgrass Capital Advisors, LLC369
0.0% of portfolio›$12.6K
Horrell Capital Management, Inc.360
0.0% of portfolio›$12.2K
Latitude Advisors, LLC348
0.0% of portfolio›$11.8K
Valley Wealth Managers, Inc.340
0.0% of portfolio›$11.6K
Triumph Capital Management334
0.0% of portfolio›$11.4K
Salomon & Ludwin, LLC309
0.0% of portfolio›$10.5K
Rydar Equities, Inc.298
0.0% of portfolio›$10.2K
Cherry Tree Wealth Management, LLC297
0.0% of portfolio›$10.1K
Archer Investment Corp295
0.0% of portfolio›$10.1K
Buck Wealth Strategies, LLC279
0.0% of portfolio›$9.5K
Hazlett, Burt & Watson, Inc.263
0.0% of portfolio›$9
Reap Financial Group, LLC256
0.0% of portfolio›$8.7K
Mowery & Schoenfeld Wealth Management, LLC211
0.0% of portfolio›$7.2K
Simplex Trading, LLC170
0.0% of portfolio›$5.8K
Center for Financial Planning, Inc.168
0.0% of portfolio›$5.7K
Westside Investment Management, Inc.150
0.0% of portfolio›$5.1K
Financial Network Wealth Advisors LLC102
0.0% of portfolio›$3.5K
TFC Financial Management, Inc.81
0.0% of portfolio›$2.8K
EPG Wealth Management LLC81
0.0% of portfolio›$2.8K
Evolution Wealth Management Inc.72
0.0% of portfolio›$2.4K
Mainstream Capital Management LLC69
0.0% of portfolio›$2.3K
Central Pacific Bank - Trust Division57
0.0% of portfolio›$1.9K
Hanson & Doremus Investment Management54
0.0% of portfolio›$2
Wilkerson Advisory Group LLC53
0.0% of portfolio›$1.8K
Thurston, Springer, Miller, Herd & Titak, Inc.46
0.0% of portfolio›$1.6K
Pacific Center for Financial Services40
0.0% of portfolio›$1.3K
Networth Advisors, LLC36
0.0% of portfolio›$1.2K
Abound Wealth Management34
0.0% of portfolio›$1.2K
Trust Co26
0.0% of portfolio›$896
Blueline Advisors LLC15
0.0% of portfolio›$522
StyleTurnoverLocationFiled
Creative Planning
28,709,456$976.7M0.5%IndexVery LowOverland Park, KS2026-11-02
Legacy Wealth Management, LLC
4,330,359$147.3M7.8%ETFLowMemphis, TN2026-10-22
Wealth Enhancement Advisory Services, LLC
3,438,314$118.5M0.2%CoreLowPlymouth, MN2026-10-13
Fragasso Financial Advisors Inc
2,888,481$100.1M5.0%ETFLowSewickley, PA2026-10-13
Prime Capital Investment Advisors, LLC
1,737,989$59.1M0.6%ETFLowOverland Park, KS2026-10-20
93 Financial Group, LLC
1,499,485$51.0M21.1%ETFN/AWoburn, MA2026-10-21
Financial Solutions Advisory Group, Inc.
1,275,472$43.6M5.5%ETFMediumChicago, IL2026-10-28
Summit Asset Management, LLC
1,256,717$42.8M5.5%ETFLowMemphis, TN2026-11-05
Dynamic Advisor Solutions LLC
1,219,139$41.5M1.2%ETFLowPhoenix, AZ2026-10-13
Chicago Partners Investment Group LLC
1,193,956$41.2M0.8%GARPLowChicago, IL2026-10-27
BLB&B Advisors, LLC
1,183,726$40.3M1.4%ETFLowMontgomeryville, PA2026-10-27
Mokosak Advisory Group, LLC
1,144,642$38.9M8.6%ETFVery LowUrbandale, IA2026-10-20
Sage Financial Group Inc
1,014,871$34.5M1.9%ETFVery LowW. Conshohocken, PA2026-10-27
High Note Wealth, LLC
925,025$31.5M5.2%ETFVery LowDeephaven, MN2026-10-27
Cambridge Investment Research Advisors, Inc.
877,728$29.9K0.0%ETFLowFairfield, IA2026-11-02
Gemmer Asset Management LLC
857,693$29.2M1.9%ETFLowWalnut Creek, CA2026-10-16
Summit Financial Strategies, Inc.
844,358$28.7M2.0%ETFLowColumbus, OH2026-10-14
Koshinski Asset Management, Inc.
813,651$27.7M1.4%ETFLowDecatur, IL2026-10-29
IFP Advisors, Inc
803,554$27.3M0.5%GrowthLowTampa, FL2026-10-16
Choreo, LLC
760,707$25.9M0.3%IndexLowRockford, IL2026-10-28
Seneca Financial Advisors LLC
752,837$25.6M6.8%ETFLowRochester, NY2026-10-28
Financial Planning Navigators Corp
743,708$25.3M9.2%ETFMediumMaple Grove, MN2026-10-14
Essex LLC
690,252$23.5M3.6%ETFLowDeer Park, IL2026-10-14
RKL Wealth Management LLC
680,744$23.2M1.8%ETFVery LowLancaster, PA2026-10-16
Noble Family Wealth, LLC
666,328$22.7M4.1%ETFVery LowClearwater, FL2026-10-26
Modera Wealth Management, LLC
648,102$22.0M0.2%ETFVery LowWestwood, NJ2026-10-28
Salem Investment Counselors Inc
645,893$22.0M0.5%GrowthVery LowWinston-Salem, NC2026-10-13
Pittenger & Anderson Inc
619,778$21.1M0.8%CoreLowLincoln, NE2026-11-02
Plante Moran Financial Advisors, LLC
553,636$18.8M0.9%ETFVery LowSouthfield, MI2026-11-04
Triangle Securities Wealth Management
528,430$18.0M3.4%CoreLowRaleigh, NC2026-10-14
Curbstone Financial Management Corp
526,763$17.9M3.1%CoreLowManchester, NH2026-10-21
Denver PWM, LLC
521,652$17.7M5.9%ETFLowDenver, CO2026-10-22
Farther Finance Advisors, LLC
518,625$17.6M0.1%IndexLowSan Francisco, CA2026-10-08
Womack Financial LLC
499,879$17.0M11.2%CoreVery LowDallas, TX2026-10-14
Lodestar Private Asset Management LLC
476,995$16.2M1.4%ETFLowAlamo, CA2026-10-26
Bangor Savings Bank
472,836$16.1M1.2%ETFLowBangor, ME2026-10-06
Harbor Group, Inc.
470,263$16.0M1.9%ETFVery LowBedford, NH2026-10-14
Spinnaker Investment Group, LLC
465,014$15.8M2.5%ETFLowNewport Beach, CA2026-10-13
Schneider Downs Wealth Management Advisors, LP
459,048$15.6M1.4%ETFVery LowPittsburgh, PA2026-10-27
Courage Miller Partners, LLC
457,044$15.5M4.1%ETFVery LowNorfolk, VA2026-10-21
Kestra Advisory Services, LLC
449,599$15.3M0.0%CoreLowAustin, TX2026-11-02
Fifth Third Securities, Inc.
440,650$15.0M0.8%ETFLowCincinnati, OH2026-10-21
Pacific Sage Partners, LLC
436,120$14.8M1.9%ETFLowEdmonds, WA2026-10-21
White & Co Financial Planning Inc
434,539$13.5M8.9%ETFVery LowSunnyside, WA2026-10-16
Cannon Capital Management, Inc.
421,899$14.4M10.0%ETFLowSalt Lake City, UT2026-11-03
Focus Financial Network, Inc.
420,179$14.3M0.4%ETFLowMinneapolis, MN2026-10-14
River's Edge Wealth Management, LLC
410,425$14.0M11.8%ETFVery LowBeaver, PA2026-10-19
St. Johns Investment Management Company, LLC
401,926$13.7M5.2%CoreVery LowJacksonville, FL2026-10-30
Peak Financial Management, Inc.
396,042$13.5M3.1%ETFVery LowWellesley, MA2026-10-16
Avior Wealth Management, LLC
392,888$13.4M0.4%ETFMediumOmaha, NE2026-10-13
Davenport & Co LLC
388,196$13.2M0.1%CoreMediumRichmond, VA2026-10-14
Horizon Financial Services, LLC
385,882$13.1M4.9%ETFLowWinston Salem, NC2026-11-04
Family Legacy Financial Solutions, LLC
378,054$12.9M7.4%Agg GrowthMediumCary, NC2026-10-07
Valley National Advisers Inc
373,445$12.7M1.4%ETFLowBethlehem, PA2026-10-23
HB Wealth Management, LLC
373,412$12.7M0.1%IndexVery LowAtlanta, GA2026-10-23
Missouri Trust & Investment Co
357,857$12.2M3.3%CoreVery LowSpringfield, MO2026-11-04
Truist Financial Corp
357,073$12.1M0.0%CoreLowCharlotte, NC2026-10-30
Clear Creek Financial Management, LLC
355,247$12.1M0.9%ETFMediumSilverdale, WA2026-10-28
Lincoln Capital Corp
350,280$11.9M3.9%ETFMediumEast Greenwich, RI2026-10-13
Christensen, King & Associates Investment Services, Inc.
349,163$11.9M4.3%ETFVery LowRichland, WA2026-10-22
Strategic Family Wealth Counselors, L.L.C.
348,883$11.9M2.8%ETFVery LowFairfield, NJ2026-10-29
Towercrest Capital Management
341,898$11.6M1.7%ETFVery LowNewtown, PA2026-10-23
Alliance Wealth Management Group
341,898$11.6M2.3%ETFLowFlemington, NJ2026-10-29
Elwood & Goetz Wealth Advisory Group, LLC
337,120$11.5M1.6%ETFLowAthens, GA2026-10-28
LexAurum Advisors, LLC
332,873$11.3M1.3%ETFLowOverland Park, KS2026-10-19
Nadler Financial Group, Inc.
330,649$11.2M0.9%ETFVery LowDeerfield, IL2026-10-23
Omega Financial Group, LLC
329,759$11.2M3.5%ETFVery LowSanta Barbara, CA2026-10-29
Plancorp, LLC
325,225$11.4M0.3%ETFLowSaint Louis, MO2026-11-03
Black Diamond Financial, LLC
319,295$10.9M0.9%ETFVery LowTowson, MD2026-10-26
Lee Financial Co
317,302$10.8M1.3%ETFVery LowDallas, TX2026-10-16
Blue Square Asset Management, LLC
316,354$10.8M4.3%MomentumMediumNew York, NY2026-11-02
Trust Point Inc.
310,090$10.5M0.8%CoreMediumLa Crosse, WI2026-10-27
Meridian Wealth Management, LLC
305,936$10.4M0.3%GrowthLowLexington, KY2026-11-05
Gradient Capital Advisors, LLC
296,458$10.1M2.3%ETFLowSan Diego, CA2026-10-21
Tiller Private Wealth, Inc.
290,975$9.9M3.1%ETFVery LowBethlehem, PA2026-10-26
Valley Forge Investment Consultants Inc ADV
284,809$9.7M2.4%ETFVery LowAudubon, PA2026-11-03
Patriot Investment Management Group, Inc.
275,794$9.4M0.5%ETFVery LowKnoxville, TN2026-10-15
PPS&V Asset Management Consultants, Inc.
271,236$9.2M5.0%ETFVery LowPortage, MI2026-10-06
Monetary Solutions, Ltd
264,290$9.0M7.7%ETFVery LowDayton, OH2026-10-22
Cathy Pareto & Associates, Inc
263,259$9.0M5.1%ETFLowCoral Gables, FL2026-10-15
Moisand Fitzgerald Tamayo, LLC
256,510$8.7M0.9%ETFVery LowOrlando, FL2026-10-15
White Pine Investment Co
254,723$8.7K0.0%ETFVery LowLivonia, MI2026-10-15
Sightline Wealth Advisors, LLC
254,045$8.6M4.0%ETFLowGroton, CT2026-10-21
Brookstone Capital Management
252,736$8.6M0.1%ETFMediumWheaton, IL2026-10-22
Gill Capital Partners, LLC
252,073$8.6M2.3%ETFLowDenver, CO2026-10-13
Commonwealth Equity Services, LLC
249,930$8.5M0.0%ETFLowWaltham, MA2026-11-02
James J. Burns & Company, LLC
240,244$8.2M0.9%ETFVery LowMelville, NY2026-10-22
Dhjj Financial Advisors, Ltd.
228,224$7.8M2.2%ETFVery LowNaperville, IL2026-10-23
New York Life Investment Management LLC
224,611$7.6M0.1%GrowthLowNew York, NY2026-11-04
McCarthy Asset Management, Inc.
217,566$7.4M3.5%ETFMediumRedwood Shores, CA2026-10-20
Wealth Enhancement Trust Services, Inc.
217,566$7.4M0.8%GrowthMediumSioux Falls, SD2026-10-07
Cantor Fitzgerald Investment Advisors L.P.
216,716$7.4M0.4%YieldLowNew York, NY2026-10-21
Visionary Wealth Advisors
215,083$7.3M0.3%ETFLowO'Fallon, IL2026-11-04
Peterson Wealth Advisors, LLC
213,466$7.3M0.8%ETFLowOrem, UT2026-10-08
Stevens Capital Partners
208,568$7.1M1.2%ETFVery LowOmaha, NE2026-10-29
OxenFree Capital LLC
208,478$7.3M3.1%N/ALowMelbourne, FL2026-10-07
AdvisorNet Financial, Inc
208,052$7.1M0.3%ETFLowMinnetonka, MN2026-10-15
Sterling Manor Financial, LLC
206,954$7.0M4.1%ETFLowSaratoga Springs, NY2026-10-21
Reston Wealth Management LLC
200,514$6.8M1.8%ETFLowReston, VA2026-10-29
Financial Synergies Wealth Advisors, Inc.
198,697$6.8M0.6%ETFVery LowHouston, TX2026-10-16
Cape Investment Advisory, Inc.
197,194$6.7M1.7%ETFLowMcdonough, GA2026-10-13
Simplicity Wealth,LLC
195,504$6.7M0.2%ETFLowSummit, NJ2026-10-23
Newton One Investments LLC
191,360$6.5M1.7%ETFVery LowNewark, DE2026-10-14
Powers Advisory Group, LLC
191,018$6.5M2.0%ETFVery LowHighland, IL2026-10-14
Diversify Wealth Management, LLC
190,005$6.6M0.1%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
190,005$6.6M0.1%GrowthLowSandy, UT2026-10-20
Gleason Group, Inc.
189,341$6.4M0.6%ETFVery LowProspect, KY2026-10-15
Kohmann Bosshard Financial Services, LLC
188,814$6.4M0.5%ETFLowFairlawn, OH2026-11-04
Lido Advisors, LLC
187,420$6.4M0.0%GrowthLowLos Angeles, CA2026-11-04
Mengis Capital Management, Inc.
185,330$6.3M0.9%CoreLowPortland, OR2026-10-13
Creekside Partners
182,335$6.2M2.3%ETFVery LowPetaluma, CA2026-11-04
Compass Financial Group, Inc
174,726$5.9M0.6%ETFVery LowSioux Falls, SD2026-10-13
CX Institutional
170,694$5.8K0.2%CoreMediumAuburn, IN2026-10-02
Moneywise, Inc.
167,897$5.7M5.4%ETFMediumForest, VA2026-10-30
TMB Capital Partners, LLC
167,738$5.7M1.7%MomentumMediumLittle Rock, AR2026-10-20
MFA Wealth Advisors, LLC
159,092$5.4M0.9%ETFMediumPittsburgh, PA2026-10-07
Capital Planning LLC
155,877$5.3M1.4%ETFLowBellevue, WA2026-10-09
TD Private Client Wealth LLC
154,907$5.3M0.1%ETFLowNew York, NY2026-10-28
Schaeffer Financial LLC
151,344$5.1M3.9%ETFLowRockville, MD2026-10-23
Steele Capital Management, Inc.
151,201$5.1M0.2%ETFVery LowDubuque, IA2026-11-02
Newman Dignan & Sheerar, Inc.
149,196$5.1M1.0%ETFLowProvidence, RI2026-10-21
Kingswood Wealth Advisors, LLC
147,541$5.0M0.2%GrowthLowSan Diego, CA2026-10-23
Blue Trust, Inc.
146,920$5.0M0.1%ETFLowBrentwood, TN2026-10-15
Columbus Macro, LLC
142,501$4.8M0.5%YieldMediumNew Castle, PA2026-10-14
United Advisor Group, LLC
139,283$4.7M0.5%ETFLowCincinnati, OH2026-11-03
Birchbrook, Inc.
139,158$4.7M2.3%ETFLowBangor, ME2026-10-14
Alpha Omega Wealth Management LLC
138,189$4.7M0.7%ValueLowRichmond, VA2026-10-23
Independent Solutions Wealth Management, LLC
135,196$4.6M0.6%GrowthLowWilliamsville, NY2026-10-28
Blue Bell Private Wealth Management, LLC
135,190$4.6M0.5%YieldVery LowBlue Bell, PA2026-10-29
Perigon Wealth Management, LLC
134,902$4.6M0.1%GrowthLowSan Francisco, CA2026-10-22
Apollon Wealth Management, LLC
134,763$4.6M0.1%GrowthLowMount Pleasant, SC2026-10-23
Code Waechter LLC
134,060$4.6M2.2%ETFLowTampa, FL2026-10-23
Selby Wealth Management, LLC
133,765$4.6M1.6%ETFVery LowEmeryville, CA2026-10-16
Downshift Financial, LLC
131,317$4.5M1.9%ETFLowBoulder, CO2026-10-13
Arcataur Capital Management LLC
130,894$4.5M1.1%ETFVery LowMilwaukee, WI2026-10-21
Valpey Financial Services, LLC
128,676$4.4M2.6%ETFVery LowConcord, NH2026-10-30
Acorn Wealth Advisors, LLC
128,430$4.4M1.1%ETFLowGrand Blanc, MI2026-10-19
Citizens Financial Group Inc
126,247$4.3M0.1%GrowthLowProvidence, RI2026-10-23
Family Investment Center, Inc.
124,412$4.2M0.7%ETFMediumSaint Joseph, MO2026-10-19
Apollon Financial, LLC
124,021$4.2M0.5%ETFVery LowMount Pleasant, SC2026-10-23
CFG Wealth Management Services, Inc.
122,628$4.2M3.9%ETFLowIndianapolis, XX2026-10-21
St. Louis Trust Co
122,547$4.2M0.4%ETFVery LowSaint Louis, MO2026-11-03
RFG Advisory, LLC
120,729$4.1M0.1%ETFMediumBirmingham, AL2026-11-03
Nicollet Investment Management, Inc.
115,394$3.9K0.0%CoreVery LowMinneapolis, MN2026-10-14
Livet Wealth, LLC
114,762$3.9M2.2%ETFLowSpanish Fork, UT2026-10-27
Richardson Capital Management LLC
112,627$3.8M1.6%ETFLowMenomonee Falls, WI2026-10-23
Enclave Advisors LLC
111,972$3.8M0.5%ETFMediumAustin, TX2026-10-14
Waterfront Wealth Inc.
111,626$3.9M0.6%ValueLowOverland Park, KS2026-11-03
Murphy & Mullick Capital Management Corp
111,193$3.8M2.3%GrowthLowSmithtown, NY2026-11-02
Councilor Wealth, LLC
111,153$3.8M1.6%ETFLowBethesda, MD2026-10-09
Pinnacle Associates LTD
110,535$3.8M0.0%CoreLowNew York, NY2026-10-20
Meitav Investment House LTD
110,000$3.7M0.0%ETFMediumBene-Beraq, Luxembourg2026-10-28
Villere ST Denis J & Co LLC
109,535$3.7M0.5%ValueVery LowNew Orleans, LA2026-11-04
Pinnacle Wealth Management Advisory Group, LLC
106,085$3.6M0.2%GrowthLowRed Bank, NJ2026-10-23
First Affirmative Financial Network
104,786$3.6M0.8%CoreN/AColorado Springs, CO2026-10-21
Wealth Group Ltd
102,182$3.5M0.7%ETFLowEden Prairie, MN2026-10-07
Paradigm, Strategies in Wealth Management, LLC
100,994$3.4M2.2%ETFLowMaple Grove, MN2026-10-16
McAdam, LLC
100,518$3.4M0.1%ETFLowPhiladelphia, PA2026-10-21
John Boyer, Inc.
99,610$3.4M2.7%ETFMediumTampa, FL2026-10-27
Prentice Wealth Management LLC
99,545$3.4M0.7%ETFLowRochester, NY2026-10-20
Blankinship & Foster, LLC
99,287$3.4M0.7%ETFVery LowSolana Beach, CA2026-10-19
Everhart Financial Group, Inc.
97,785$3.3M0.2%ETFLowDublin, OH2026-10-08
Boltwood Capital Management
97,571$3.3M0.7%ETFVery LowWalnut Creek, CA2026-10-02
Vise Technologies, Inc.
95,526$3.2M0.0%IndexLowNew York, NY2026-10-29
Revolve Wealth Partners, LLC
91,991$3.1M0.3%ETFVery LowHackensack, NJ2026-10-23
Carolina Wealth Management Inc
91,395$3.1M1.3%ETFN/AGreenville, NC2026-10-29
LifeSteps Financial, Inc.
89,983$3.1M1.5%ETFLowClaremont, CA2026-10-15
True North Advisors, LLC
86,807$3.0M0.2%CoreMediumDallas, TX2026-10-22
Cdkv Holdings LLC
86,624$2.9M2.2%ETFMediumDenver, CO2026-10-28
Sentinel Pension Advisors, LLC
85,735$2.9M0.4%ETFLowWakefield, MA2026-11-02
Providence First Trust Co
85,493$2.9M1.0%ETFMediumScottsdale, AZ2026-11-02
Mather Group, Llc.
83,221$2.8M0.0%ETFMediumChicago, IL2026-10-14
SeaCrest Wealth Management, LLC
82,731$2.8M0.3%GrowthLowPurchase, NY2026-10-21
Burkett Financial Services, LLC
80,975$2.8M0.8%ETFLowRock Hill, SC2026-10-01
Wealthcare Advisory Partners LLC
78,268$2.7M0.0%ETFLowWest Chester, PA2026-10-21
Nicholas Hoffman & Company, Llc.
78,198$2.7M0.1%ETFVery LowAtlanta, GA2026-10-30
Ulland Investment Advisors, LLC
78,131$2.7K0.0%GrowthVery LowMinneapolis, MN2026-10-13
Dorato Capital Management
76,032$2.6M1.7%ValueVery LowDenver, CO2026-10-08
Capital Squared Financial LLC
75,885$2.6M1.6%ETFVery LowRockville, MD2026-10-30
Marquette Asset Management, LLC
75,304$2.6M0.3%ETFVery LowMinneapolis, MN2026-10-09
WBH Advisory Inc
75,228$2.6M0.2%ETFLowBaltimore, MD2026-11-05
PCA Investment Advisory Services Inc.
74,568$2.5M0.7%ETFVery LowCincinnati, OH2026-10-13
FF Advisors,LLC
73,826$2.5M0.9%ETFLowManhattan Beach, CA2026-10-21
Affinity Capital Advisors, LLC
73,280$2.5M0.3%ETFLowBerkeley, CA2026-10-13
Econ Financial Services Corp
72,348$2.5M1.0%YieldVery HighHarrisburg, PA2026-10-19
Krilogy Financial LLC
71,246$2.5M0.1%GrowthLowSt. Louis, MO2026-10-13
Sheets Smith Wealth Management
70,719$2.4M0.3%CoreLowWinston-Salem, NC2026-10-16
Csenge Advisory Group
70,676$2.4M0.1%ETFMediumClearwater, FL2026-11-04
Envision Financial LLC
70,620$2.4M1.1%ETFLowBrookfield, WI2026-10-15
Values Added Financial LLC
70,511$2.4M0.9%ETFLowWashington, DC2026-10-28
Joseph P. Lucia & Associates, LLC
68,574$2.3M0.7%ETFVery LowYorktown Heights, NY2026-10-30
Asset Advisors Investment Management, LLC
68,444$2.3M0.2%CoreLowAugusta, GA2026-10-19
SWS Partners
68,402$2.3M0.5%GrowthMediumColumbus, OH2026-10-26
May Hill Capital, LLC
68,033$2.3M0.5%ETFLowCohasset, MA2026-11-03
Juncture Wealth Strategies, LLC
67,549$2.3M0.6%ETFLowScottsdale, AZ2026-10-06
Venture Visionary Partners LLC
66,587$2.3M0.1%CoreLowSylvania, OH2026-10-07
Bensler, LLC
65,866$2.2M0.2%MomentumMediumBellevue, WA2026-11-05
Madison Park Capital Advisors, LLC
65,315$2.2M1.4%ETFMediumSeattle, WA2026-10-28
Cambridge Financial Group, LLC
65,011$2.4M0.8%ETFLowTucson, AZ2026-10-06
KCM Investment Advisors LLC
63,459$2.2M0.1%CoreVery LowGreenbrae, CA2026-10-27
BCS Wealth Management
63,322$2.2M0.4%ETFVery LowJohnson City, TN2026-11-03
Ironwood Financial, llc
63,222$2.2M0.3%ETFLowTucson, AZ2026-10-20
Valeo Financial Advisors, LLC
62,253$2.1M0.0%ETFLowCarmel, IN2026-10-08
Busey Bank
61,526$2.1M0.1%GrowthVery LowUrbana, IL2026-10-26
Opal Wealth Advisors, LLC
60,601$2.1M0.4%ETFLowJericho, NY2026-10-16
MCF Advisors LLC
60,136$2.0M0.1%ETFLowLexington, KY2026-10-28
CRA Financial Services, LLC
60,057$2.0M0.2%ETFVery LowNorthfield, NJ2026-10-16
Murphy, Middleton, Hinkle & Parker, Inc.
59,788$2.0M0.8%CoreVery HighThomasville, GA2026-10-15
Alliance Private Wealth, LLC
59,039$2.0M0.7%ETFVery LowNorth Reading, MA2026-10-20
Beaumont Financial Advisors, LLC
59,037$2.0M0.1%GrowthMediumNeedham, MA2026-10-22
NBZ Investment Advisors LLC
58,235$2.0M0.8%ETFLowKnoxville, TN2026-10-30
Amicus Financial Advisors, LLC
57,992$2.0M0.5%ETFLowLubbock, TX2026-11-03
Koesten, Hirschmann & Crabtree, Inc.
57,885$2.0M0.8%ETFVery LowOverland Park, KS2026-10-13
Integrated Capital Management, LLC
57,269$1.9M0.7%ETFLowBloomfield, MI2026-10-23
Sunburst Financial Group, LLC
57,249$1.9M0.3%ETFVery LowVestavia Hills, AL2026-10-09
JFS Wealth Advisors, LLC
56,996$1.9M0.1%ETFVery LowHermitage, PA2026-11-03
Colorado Capital Management, Inc.
56,943$1.9K0.0%ETFVery LowBoulder, CO2026-10-15
Cambridge Advisors Inc.
56,900$1.9M0.3%ETFVery LowOmaha, NE2026-10-19
Fagan Associates, Inc.
55,994$1.9M0.2%GrowthLowTroy, NY2026-10-13
Cassilly Financial Group LLC
55,770$1.9M1.3%ETFLowSeverna Park, MD2026-10-07
Collective Family Office LLC
55,287$1.9M0.4%ETFLowYork, PA2026-10-05
ETF Store, Inc.
54,494$1.9M1.5%ETFVery LowOverland Park, KS2026-10-19
LTG Capital LLC
54,262$1.8M1.3%ETFLowFramingham, MA2026-11-04
Quadcap Wealth Management, LLC
54,150$1.8M0.2%ETFLowFrisco, TX2026-11-02
PFG Advisors
53,010$1.8M0.1%ETFMediumPhoenix, AZ2026-10-16
OFS Enterprise LLC
52,332$1.8M0.5%ETFVery LowKearney, NE2026-10-16
Seek First Inc.
52,146$1.8M1.1%ETFLowCampbell, CA2026-10-27
Long Island Wealth Management, Inc.
51,467$1.8M0.7%ETFLowMelville, NY2026-10-20
GuidedMoney, LLC
51,435$1.7M0.8%ETFVery LowBlack Earth, WI2026-10-29
K2 Financial Inc.
51,304$1.8M1.2%ETFLowGlendora, CA2026-10-26
North Forty Two & Co.
51,206$1.7M1.4%ETFVery LowLake Oswego, OR2026-10-19
Savior LLC
49,733$1.7M4.7%ETFHighWellesley Hills, MA2026-10-13
RCW Management, LLC
48,886$1.7M1.5%ETFVery LowJacksonville, FL2026-10-30
Signature Estate & Investment Advisors LLC
48,694$1.7M0.0%ETFMediumLos Angeles, CA2026-10-13
S.A. Mason LLC
48,543$1.7M0.5%GrowthVery LowHolland, MI2026-10-13
Pennsylvania Capital Management Inc
48,461$1.6M0.4%GrowthLowHuntingdon Valley, PA2026-11-05
Arkansas Financial Group, Inc.
48,291$1.6M0.2%ETFVery LowLittle Rock, AR2026-10-26
Bfsg, LLC
47,972$1.6M0.1%CoreLowIrvine, CA2026-10-30
Legacy Bridge, LLC
47,816$1.6M0.5%GrowthVery LowWest Des Moines, IA2026-10-28
Fulton Breakefield Broenniman LLC
47,235$1.6M0.1%GrowthLowBethesda, MD2026-11-03
1900 Wealth Management LLC
47,087$1.6M0.1%ETFLowSan Antonio, TX2026-10-13
MeadowBrook Investment Advisors LLC
46,407$1.6M1.3%CoreLowLivonia, MI2026-10-29
Single Point Partners, LLC
45,970$1.6M0.3%ETFVery LowBoston, MA2026-10-19
Thrive Wealth Management, LLC
45,268$1.5M0.2%ETFVery LowAudubon, PA2026-10-13
Capital Advantage, Inc.
44,800$1.5M0.2%ETFMediumWalnut Creek, CA2026-10-14
First Growth Capital LLC
43,407$1.5M1.2%GrowthLowPikesville, MD2026-10-15
Quadrant Capital Group LLC
43,111$1.5M0.0%CoreLowCincinnati, OH2026-10-20
Vision Capital Management, Inc.
43,078$1.5M0.2%CoreVery LowPortland, OR2026-10-20
Sharkey, Howes & Javer
42,518$1.4M0.2%ETFMediumDenver, CO2026-10-22
Altfest L J & Co Inc
42,472$1.4M0.1%ETFHighNew York, NY2026-10-27
Wilkins Miller Wealth Management, LLC
42,221$1.4M0.8%ETFVery LowMobile, AL2026-10-13
Evergreen Capital Management LLC
42,210$1.4M0.0%GARPMediumBellevue, WA2026-10-23
Voisard Asset Management Group, Inc.
42,046$1.4M0.3%ETFLowGrand Rapids, MI2026-10-13
WP Advisors, LLC
41,556$1.4M0.3%CoreLowSan Francisco, CA2026-10-22
Ifrah Financial Services, Inc.
41,375$1.4M0.4%ETFLowLittle Rock, AR2026-10-13
GHP Investment Advisors, Inc.
41,364$1.4M0.1%CoreVery LowDenver, CO2026-10-15
Leisure Capital Management
40,662$1.4M0.4%CoreLowCosta Mesa, CA2026-11-03
Whipplewood Advisors, LLC
40,590$1.4M0.9%ETFLowLittleton, CO2026-10-20
ARK & TLK Investments, LLC
40,291$1.4M0.3%ETFLowOklahoma City, OK2026-10-20
Serenity Investment Advisors
40,246$1.4M0.6%ETFVery LowChicago, IL2026-10-30
Wedmont Private Capital
39,831$1.4M0.0%IndexVery LowWest Chester, PA2026-10-09
Sigma Investment Counselors Inc
39,303$1.3M0.1%ETFLowNorthville, MI2026-10-27
Stonebridge Financial Group, LLC
39,249$1.3M0.1%ETFMediumWormleysburg, PA2026-10-01
Pegasus Asset Management, Inc.
39,200$1.3M0.4%GrowthLowMorristown, NJ2026-11-03
Squire Investment Management Company, LLC
38,541$1.3M0.3%ETFVery LowOrem, UT2026-11-03
Sawgrass Asset Management LLC
38,189$1.3M0.2%GrowthMediumPonte Vedra Beach, FL2026-11-03
Jm2 Capital Inc.
38,046$1.3M0.9%GrowthVery LowEdmond, OK2026-10-14
Cornerstone Wealth Group, LLC
37,936$1.3M0.1%CoreMediumHuntersville, NC2026-11-02
Fidelis iM, LLC
37,542$1.3M0.4%ETFLowMedford, OR2026-10-16
Ocean Park Asset Management, LLC
37,481$1.3M0.1%ETFLowSanta Monica, CA2026-10-21
Exchange Traded Concepts, LLC
37,481$1.3M0.0%GrowthMediumOklahoma City, OK2026-10-28
Greenwood Gearhart LLC
37,465$1.3M0.1%ETFLowFayetteville, AR2026-11-02
Embree Financial Group
37,459$1.3M0.1%ETFLowChicago, IL2026-10-22
Phillips Financial Management, LLC
37,358$1.3M0.1%ETFVery LowFort Wayne, IN2026-10-19
RMR Wealth Builders
37,260$1.3M0.1%ETFLowMontclair, NJ2026-10-22
First Pacific Financial
37,178$1.3M0.1%ETFLowVancouver, WA2026-10-14
Summit Financial Wealth Advisors, LLC
37,154$1.3M0.2%ETFLowLafayette, LA2026-10-15
Sculati Wealth Management, LLC
37,131$1.3M0.4%CoreLowBloomfield Hills, MI2026-10-19
MBA Advisors LLC
36,963$1.3M0.4%ETFLowHermitage, PA2026-10-29
Orca Investment Management, LLC
36,575$1.2M1.0%GrowthLowLake Oswego, OR2026-10-29
Cornerstone Wealth Management, LLC
36,526$1.2M0.1%ETFVery LowSt. Peters, MO2026-11-04
Shearwater Capital LLC
36,275$1.2M0.6%ETFVery LowDenver, CO2026-10-13
John W. Brooker & Co., CPAs
35,877$1.2M1.4%ETFMediumOakland, CA2026-10-21
Asset Dedication, LLC
35,826$1.2M0.1%ETFLowSan Francisco, CA2026-11-03
Great Waters Wealth Management
35,389$1.2M0.1%ETFVery LowShoreview, MN2026-10-07
Clear Point Advisors Inc.
35,273$1.2M0.8%ETFMediumMelville, NY2026-10-30
Manchester Financial Inc
35,201$1.2M0.2%ETFMediumWestlake Village, CA2026-10-15
Adamsbrown Wealth Consultants LLC
35,178$1.2M0.2%ETFLowWichita, KS2026-10-20
Retirement Planning Group, LLC
34,301$1.2M0.0%ETFVery LowLeawood, KS2026-10-19
Tenret Co LLC
34,073$1.2M0.5%ETFVery LowTampa, FL2026-11-02
Crescent Sterling, Ltd.
33,988$1.2M0.9%CoreLowMetairie, LA2026-10-16
Parkside Financial Bank & Trust
33,896$1.2M0.1%CoreVery LowSaint Louis, MO2026-10-27
Elevation Wealth Partners, LLC
33,194$1.1M0.3%ETFLowWalnut Creek, CA2026-10-07
James Investment Research, Inc.
33,163$1.1M0.1%CoreLowAlpha, OH2026-10-22
National Wealth Management Group, LLC
32,724$1.1M0.3%ETFMediumCincinnati, OH2026-10-26
Fortitude Advisory Group L.L.C.
32,628$1.1M0.4%GrowthMediumGig Harbor, WA2026-10-15
Grantvest Financial Group LLC
32,473$1.1M0.6%ETFLowMatawan, NJ2026-10-21
Third View Private Wealth, LLC
32,037$1.1M0.1%GrowthLowWestport, CT2026-10-30
Parallel Advisors, LLC
31,525$1.1M0.0%IndexLowSan Francisco, CA2026-11-03
Brighton Jones LLC
31,100$1.1M0.0%CoreVery LowSeattle, WA2026-11-03
Red Mountain Financial, LLC
30,192$1.0M0.9%ETFLowFort Collins, CO2026-11-03
Concurrent Investment Advisors, LLC
30,175$1.0M0.0%GrowthMediumTampa, FL2026-10-16
Heritage Family Offices, LLP
30,146$1.0M0.3%GrowthHighScottsdale, AZ2026-11-02
Five Pine Wealth Management
30,006$1.0M0.6%ETFVery LowCoeur D Alene, ID2026-10-20
Burns Matteson Capital Management, LLC
29,887$1.0M0.4%CoreMediumCorning, NY2026-10-16
Ironwood Wealth Management, Llc.
29,857$1.0M0.2%ETFLowChandler, AZ2026-10-28
Cap Partners, LLC
29,246$995.0K0.5%ETFLowFranklin, TN2026-10-19
BlueChip Wealth Advisors LLC
29,231$994.5K0.3%ETFMediumMilton, GA2026-11-03
Onyx Bridge Wealth Group LLC
28,948$984.8K0.1%ETFMediumTarrytown, NY2026-10-16
Rede Wealth, LLC
28,630$974.0K0.3%ValueMediumCharlottesville, VA2026-10-22
Sigma Planning Corp
28,408$965.2K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Avidian Wealth Enterprises, LLC
27,919$949.8K0.0%ETFLowHouston, TX2026-10-08
AlphaCore Capital LLC
27,892$948.9K0.0%ETFLowLa Jolla, CA2026-11-04
Visionary Horizons, LLC
27,646$940.5K0.4%ETFLowKnoxville, TN2026-10-22
Integrated Advisors Network LLC
27,159$923.9K0.0%GrowthMediumDallas, TX2026-10-20
YHB Investment Advisors, Inc.
27,024$919.4K0.1%GrowthLowWest Hartford, CT2026-10-08
Midwest Trust Co
26,899$915.1K0.0%CoreLowOverland Park, KS2026-10-22
West Paces Advisors Inc.
26,882$914.5K0.2%ETFLowAtlanta, GA2026-10-13
Armstrong Advisory Group, Inc
26,587$904.5K0.1%ETFHighNeedham, MA2026-10-09
Armor Investment Advisors, LLC
26,199$891.3K0.3%ETFLowRaleigh, NC2026-10-27
Aurora Private Wealth, Inc.
26,063$8870.0%ETFLowRockaway, NJ2026-10-20
Asset One Wealth Management LLC
25,802$877.8K0.1%GrowthLowBellevue, WA2026-11-02
Arista Wealth Management, LLC
25,040$851.9K0.1%ETFMediumLas Vegas, NV2026-10-29
Indivisible Partners
24,895$846.9K0.0%GrowthMediumClearwater, FL2026-10-26
Heartwood Wealth Advisors LLC
24,639$838.2K0.1%ETFLowRichmond, VA2026-10-05
Genesee Capital Advisors, LLC
24,461$832.2K0.3%ETFMediumAuburn, NY2026-10-20
Sims Investment Management, LLC
24,180$822.6K0.3%ETFVery LowCincinnati, OH2026-10-13
Apella Capital, LLC
23,997$824.6K0.0%ETFVery LowWest Hartford, CT2026-10-08
Eley Financial Management, Inc
23,775$808.8K0.3%ETFVery LowSouth Burlington, VT2026-11-03
Cooper S Advisors, LLC
23,616$803.4K0.4%ETFLowVictor, NY2026-11-03
Midwest Capital Advisors, LLC
23,516$800.0K0.3%ETFHighGrand Rapids, MI2026-11-04
Nautilus Advisors LLC
23,431$797.1K0.5%GrowthLowLa Jolla, CA2026-10-07
Zenith Solutions, Inc.
22,983$781.9K0.7%ETFN/APhiladelphia, PA2026-10-19
Financial Consulate, Inc
22,917$779.6K0.1%ETFLowHunt Valley, MD2026-10-23
Evermay Wealth Management LLC
22,534$766.6K0.1%ETFLowArlington, VA2026-11-05
Cliftonlarsonallen Wealth Advisors, LLC
22,040$749.8K0.0%ETFLowMinneapolis, MN2026-10-14
Biltmore Family Office, LLC
22,005$748.6K0.1%GrowthLowCharlotte, NC2026-11-03
Diversified Management Inc
21,903$745.1K0.1%CoreVery LowMilwaukee, WI2026-10-08
Flagship Harbor Advisors, LLC
21,671$737.2K0.0%ETFMediumBoston, MA2026-10-26
JBR Co Financial Management Inc
21,401$778.1K0.3%GrowthLowArdmore, OK2026-10-13
TPG Advisors LLC
21,334$725.8K0.4%ETFVery LowNorthfield, IL2026-10-16
Pinkerton Wealth, LLC
21,222$722.0K0.1%CoreHighCoeur D Alene, ID2026-10-29
Cooksen Wealth, LLC
21,121$731.8K0.4%ETFVery LowThe Woodlands, TX2026-10-13
Diligent Investors, LLC
20,971$713.4K0.2%CoreLowRedlands, CA2026-10-21
Bigelow Investment Advisors, LLC
20,890$710.7K0.3%ETFLowPortland, ME2026-10-13
Leverty Financial Group, LLC
20,887$710.6K0.1%ETFVery LowHudson, WI2026-10-08
Greenleaf Trust
20,749$705.9K0.0%CoreLowKalamazoo, MI2026-10-29
Carolina Wealth Advisors, LLC
20,084$683.3K0.3%YieldHighMyrtle Beach, SC2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
20,025$681.3K0.0%GrowthVery LowSeattle, WA2026-10-27
Harfst & Associates, Inc.
19,946$678.6K0.1%GARPLowSheridan, WY2026-10-20
Townsend Asset Management Corp
19,877$676.2K0.2%CoreLowRaleigh, NC2026-10-29
Continuum Wealth Advisors, LLC
19,849$675.3K0.2%ETFMediumSaratoga Springs, NY2026-10-20
Grimes & Co Wealth Management, LLC
19,815$674.1K0.0%CoreLowWestborough, MA2026-10-29
Tranquility Partners, LLC
19,522$664.1K0.2%CoreLowBrentwood, TN2026-10-20
Prospera Financial Services Inc
19,478$680.5K0.0%CoreMediumDallas, TX2026-11-04
Cottage Street Advisors LLC
19,291$656.3K0.3%GrowthLowMarion, MA2026-10-19
CMH Wealth Management LLC
19,140$651.1K0.1%GrowthLowPortsmouth, NH2026-10-22
Stordahl Capital Management, Inc.
19,007$646.6K0.1%ETFVery LowGreenwood Village, CO2026-10-22
Asset Planning Services Inc
18,641$6340.0%GARPVery LowCovington, LA2026-10-15
Flavin Financial Services, Inc.
18,630$633.8K0.3%CoreVery LowMelbourne, FL2026-10-21
Pachira Investments Inc.
18,459$628.0K0.2%ETFLowDana Point, CA2026-10-14
Equitable Trust Co
18,304$622.7K0.0%CoreLowNashville, TN2026-10-13
Compass Ion Advisors, LLC
18,195$619.0K0.1%ETFVery LowConshohocken, PA2026-10-23
Lodestone Wealth Management LLC
18,140$617.1K0.2%CoreLowSpokane, WA2026-10-14
NBT Bank, N.A.
18,105$615.9K0.0%CoreLowNorwich, NY2026-10-21
Twele Capital Management, Inc.
18,103$615.9K0.1%ETFVery LowMinnetonka, MN2026-10-13
Mirador Capital Partners LP
18,040$613.7K0.1%GrowthMediumPleasanton, CA2026-10-09
Watershed Private Wealth LLC
17,967$611.2K0.2%ETFMediumOak Brook, IL2026-10-30
Parsons Capital Management Inc
16,911$575.3K0.0%CoreLowProvidence, RI2026-10-28
Motive Wealth Advisors
16,854$573.4K0.2%ETFVery LowBirmingham, MI2026-10-26
Madden Securities Corp
16,847$573.1K0.2%GrowthMediumDallas, TX2026-10-27
Vicus Capital
16,757$570.1K0.0%ETFMediumState College, PA2026-11-05
CWC Advisors, Llc.
16,556$563.2K0.3%GARPLowLake Oswego, OR2026-10-15
LifePlan Financial, LLC
16,489$568.4K0.4%CoreLowMankato, MN2026-10-13
Sima Wealth Partners, LLC
16,430$559.0K0.4%ETFVery LowRichmond, VA2026-10-19
Relyea Zuckerberg Hanson LLC
16,264$553.3K0.0%ETFLowStamford, CT2026-10-20
One Way Holdings LLC
16,006$544.5K0.0%CoreMediumFlower Mound, TX2026-10-29
True Freedom Investing, LLC
15,930$541.9K0.1%CoreHighCoeur D'Alene, ID2026-10-29
B. Riley Wealth Advisors, Inc.
15,876$540.1K0.0%GrowthLowMemphis, TN2026-10-13
Vestment Financial LLC
15,784$536.5K0.2%ETFVery LowChanhassen, MN2026-10-13
Essential Partners LLC
15,727$535.0K0.2%ValueMediumRancho Santa Fe, CA2026-10-14
Mission Wealth Management, LP
15,354$522.4K0.0%ETFLowSanta Barbara, CA2026-10-15
Kestra Private Wealth Services, LLC
15,125$514.5K0.0%GrowthLowAustin, TX2026-10-30
Liberty Capital Management, Inc.
14,900$506.9K0.1%CoreVery LowBirmingham, MI2026-11-02
Selective Wealth Management, Inc.
14,771$510.4K0.1%ETFLowForest, VA2026-10-16
Patrick M Sweeney & Associates, Inc
14,586$496.2K0.3%CoreVery LowLibertyville, IL2026-10-22
Pinnacle Bancorp, Inc.
14,499$493.3K0.1%CoreVery LowBeatrice, NE2026-10-21
Aspiriant, LLC
14,477$492.5K0.0%ETFVery LowLos Angeles, CA2026-10-16
Millennium Capital Advisors, LLC
14,453$491.7K0.3%GrowthLowLittle Rock, AR2026-10-16
Parkshore Wealth Management, Inc.
14,279$485.8K0.1%ETFLowGranite Bay, CA2026-10-13
Keybank National Association
13,965$475.1K0.0%CoreLowBrooklyn, OH2026-11-04
Washington Trust Co
13,583$462.1K0.0%GrowthVery LowWesterly, RI2026-10-22
Axxcess Wealth Management, LLC
13,544$460.8K0.0%CoreLowCarlsbad, CA2026-10-21
Whelan Financial
13,392$455.6K0.1%ETFLowFresno, CA2026-10-28
Smithbridge Asset Management Inc
13,361$454.5K0.1%GrowthLowChadds Ford, PA2026-10-19
D.B. Root & Company, LLC
13,358$454.4K0.1%ETFLowPittsburgh, PA2026-11-04
Park Capital Management, LLC / WI
13,266$451.3K0.2%GrowthHighMadison, WI2026-10-13
Simon Quick Advisors, LLC
13,220$449.7K0.0%ETFLowMorristown, NJ2026-10-26
Goldstein Advisors, LLC
13,043$443.7K0.0%ETFMediumMadison, WI2026-10-15
Spire Wealth Management
12,986$441.8K0.0%GrowthMediumMclean, VA2026-10-30
Mitchell Capital Management Co
12,983$441.7K0.1%MomentumMediumLeawood, KS2026-10-29
Kagan Cocozza Asset Management
12,848$437.1K0.3%ETFVery LowMickleton, NJ2026-10-19
Curtis Advisory Group, LLC
12,653$430.5K0.1%ETFLowSanta Barbara, CA2026-10-28
Perryman Financial Advisory Inc
12,455$423.7K0.1%GrowthVery LowDallas, TX2026-10-16
Tilia Fiduciary Partners, Inc.
12,431$422.9K0.2%CoreLowWilmington, NC2026-10-09
Firestone Capital Management
12,388$421.4K0.1%ETFVery LowSouth Miami, FL2026-11-03
NWF Advisory Services Inc.
12,380$421.2K0.0%GARPLowLos Angeles, CA2026-10-19
Meridian Financial Advisors, LLC
12,325$419.3K0.2%ETFVery LowHolliston, MA2026-10-14
Svrn Asset Management, LLC
12,279$417.7K0.2%ETFVery LowAustin, TX2026-11-02
Kaizen Financial Strategies
12,191$414.7K0.2%ETFMediumCampbell, CA2026-10-09
TSG Advice Partners, LLC
12,129$447.2K0.1%ETFN/AColumbus, OH2026-10-29
Fingerlakes Wealth Management, Inc.
12,095$411.5K0.2%ETFVery LowIthaca, NY2026-11-04
Verdence Capital Advisors LLC
11,950$406.5K0.0%CoreMediumHunt Valley, MD2026-10-26
Armbruster Capital Management, Inc.
11,920$405.5K0.1%ETFVery LowPittsford, NY2026-10-19
Capital Advisors, Ltd. LLC
11,767$4000.0%ETFLowShaker Heights, OH2026-10-27
Signal Advisors Wealth, LLC
11,594$394.4K0.0%ETFLowDetroit, MI2026-10-13
Clarity Wealth Advisors, LLC
11,348$386.1K0.1%ETFVery LowSan Jose, CA2026-10-21
Chapman Financial Group, LLC
11,199$381.0K0.3%CoreVery LowHonolulu, HI2026-10-26
Highland Capital Management, LLC
11,090$377.3K0.0%GrowthMediumMemphis, TN2026-10-26
Balboa Wealth Partners
11,089$377.2K0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
Balance Wealth Partners LLC
10,990$373.9K0.1%ETFMediumWorthington, OH2026-10-27
Carnegie Investment Counsel
10,921$371.5K0.0%CoreLowPepper Pike, OH2026-10-20
XY Planning Network, Inc.
10,904$371.0K0.0%ETFLowBozeman, MT2026-10-14
RBA Wealth Management, LLC
10,736$365.2K0.1%ValueMediumNewport Beach, CA2026-10-28
Altus Wealth Group LLC
10,731$365.1K0.1%ETFLowColorado Springs, CO2026-10-20
Acropolis Investment Management, LLC
10,694$363.8K0.0%ETFLowSt. Louis, MO2026-10-08
Berkeley, Inc
10,638$361.9K0.1%CoreLowBoise, ID2026-10-20
Paulson Wealth Management Inc.
10,557$359.1K0.1%ETFLowWest Palm Beach, FL2026-11-02
Romano Brothers and Company
10,495$357.0K0.0%CoreLowEvanston, IL2026-10-22
Private Trust Co NA
10,474$356.3K0.0%CoreLowCleveland, OH2026-10-20
MGO One Seven LLC
10,360$352.4K0.0%GrowthLowBeachwood, OH2026-10-28
KPP Advisory Services LLC
10,347$352.0K0.1%GrowthMediumLouisville, KY2026-10-26
Praetorian Wealth Management, Inc.
10,235$348.2K0.1%ETFVery LowCarmel, CA2026-10-16
MBE Wealth Management, LLC
10,227$347.9K0.1%ETFVery LowTomah, WI2026-10-26
Keystone Wealth Services, LLC
10,101$345.5K0.1%ETFHighPalm Desert, CA2026-11-03
William Mack & Associates, Inc.
10,090$343.3K0.1%ETFLowTroy, MI2026-10-27
Bison Wealth, LLC
10,015$345.6K0.0%GrowthMediumAtlanta, GA2026-10-13
Guardian Wealth Advisors, LLC
9,982$348.0K0.2%ETFVery LowSt Louis Park, MN2026-10-30
SeaBridge Investment Advisors LLC
9,960$338.8K0.0%GrowthMediumSummit, NJ2026-11-02
Hamilton Capital, LLC
9,768$332.3K0.0%ETFVery LowColumbus, OH2026-10-08
FSM Wealth Advisors, LLC
9,744$337.6K0.0%ETFLowCleveland, OH2026-10-27
Triton Wealth Management, Pllc
9,718$344.4K0.1%ETFMediumSun City, AZ2026-11-04
Meriwether Wealth & Planning, LLC
9,662$328.7K0.1%ETFMediumMinden, LA2026-10-13
Dickmeyer Boyce Financial Management, Inc.
9,662$328.7K0.2%CoreVery LowFort Wayne, IN2026-10-08
Old Port Advisors
9,589$326.2K0.1%GARPLowPortland, ME2026-10-23
Soltis Investment Advisors LLC
9,573$325.7K0.0%CoreMediumSt. George, UT2026-10-28
Apeiron RIA LLC
9,538$327.2K0.1%ETFMediumDallas, TX2026-10-08
Old National Bancorp
9,513$323.6K0.0%CoreLowEvansville, IN2026-10-20
Tandem Investment Partners LLC
9,483$322.6K0.2%ETFLowBordentown, NJ2026-10-16
Robbins Farley
9,416$320.3K0.1%CoreMediumBedford, NH2026-10-21
Advisor OS, LLC
9,348$318.0K0.0%ETFMediumChicago, IL2026-11-03
AWM Capital, LLC
9,347$318.0K0.0%ETFLowPhoenix, AZ2026-10-16
Wetzel Investment Advisors, Inc.
9,270$315.4K0.1%ETFLowIndianapolis, IN2026-10-13
First National Bank of Mount Dora, Trust Investment Services
9,000$306.2K0.1%CoreMediumMount Dora, FL2026-10-21
Patten Group, Inc.
8,943$304.2K0.0%CoreLowChattanooga, TN2026-10-26
HUB Investment Partners, LLC
8,941$304.2K0.0%GrowthLowAustin, TX2026-11-03
Elmwood Wealth Management, Inc.
8,932$303.9K0.1%ETFLowBerkeley, CA2026-10-14
XXI Wealth, LLC
8,916$303.3K0.1%GrowthLowChicago, IL2026-10-22
Clarity Capital Advisors, LLC
8,887$302.3K0.1%ETFVery LowLakewood Ranch, FL2026-10-27
Princeton Global Asset Management LLC
8,793$299.1K0.0%GrowthLowPrinceton, NJ2026-10-21
Independent Financial Group, LLC
8,775$298.5K0.0%GrowthLowSan Diego, CA2026-10-13
Charles Schwab Trust Co
8,624$293.4K0.0%ETFLowHenderson, NV2026-10-15
Directional Asset Management
8,423$286.5K0.2%CoreLowArlington Heights, IL2026-10-22
CoreCap Advisors, LLC
8,390$285.5K0.0%ETFMediumSouthfield, MI2026-10-08
Albion Financial Group
8,344$283.9K0.0%GrowthLowSalt Lake City, UT2026-10-21
EverSource Wealth Advisors, LLC
8,343$283.8K0.0%CoreMediumBirmingham, AL2026-11-04
Bullock Wealth Management Group
8,320$285.4K0.1%GrowthLowBloomington, IN2026-10-09
Canvas Wealth Advisors, LLC
8,199$289.7K0.0%GrowthLowShawnee, KS2026-11-02
Capital Investment Advisory Services, LLC
8,197$278.9K0.0%CoreMediumRaleigh, NC2026-10-30
Principle Wealth Partners LLC
8,178$278.2K0.0%CoreVery LowMadison, CT2026-11-02
Kelleher Financial Advisors
8,175$278.1K0.1%CoreMediumNew York, NY2026-10-30
SAX Wealth Advisors, LLC
8,110$275.9K0.0%ETFVery LowParsippany, NJ2026-10-13
Clayton Financial Group LLC
8,103$275.7K0.1%ETFLowSt. Louis, MO2026-10-13
Avion Wealth
8,046$2730.0%ETFLowThe Woodlands, TX2026-11-04
Wlth Capital Management, LLC
8,001$272.2K1.7%ETFN/AChandler, AZ2026-10-20
SLT Holdings LLC
8,000$272.2K0.2%GrowthMediumScottsdale, AZ2026-10-15
Highline Wealth Partners LLC
7,993$271.9K0.1%ETFMediumSherman Oaks, CA2026-10-19
First National Trust Co
7,893$268.5K0.0%GrowthLowJohnstown, PA2026-10-28
One Day In July LLC
7,875$267.9K0.0%ETFVery LowBurlington, VT2026-10-30
BIP Wealth, LLC
7,862$267.5K0.0%ETFMediumAtlanta, GA2026-10-22
RMG Wealth Management LLC
7,843$271.3K0.0%ETFVery HighPlatteville, WI2026-10-26
Robinswood Financial LLC
7,815$267.0K0.1%ETFVery LowKirkland, WA2026-10-20
Heirloom Wealth Management
7,748$263.6K0.0%GrowthMediumGreenwood Village, CO2026-10-14
American Financial & TAX Strategies Inc
7,704$262.1K0.1%ETFVery LowNew York, NY2026-10-16
Financial Management Network Inc
7,600$262.7K0.0%ETFLowMission Viejo, CA2026-10-09
Forum Financial Management, LP
7,589$258.2K0.0%ETFLowLombard, IL2026-10-16
Gaddis Premier Wealth Advisors LLC
7,463$253.9K0.1%ETFMediumDurant, OK2026-10-29
ACT Wealth Management, LLC
7,373$250.8K0.1%ETFVery LowPlano, TX2026-10-09
Raub Brock Capital Management LP
7,256$246.8K0.1%GrowthMediumLarkspur, CA2026-10-21
Aull & Monroe Investment Management Corp
7,256$246.8K0.1%CoreVery LowMobile, AL2026-10-16
VestGen Advisors, LLC
7,222$245.7K0.0%GrowthMediumChicago, IL2026-10-27
Legacy Financial Strategies, LLC
7,156$243.4K0.0%ETFLowOverland Park, KS2026-10-15
Optima Capital LLC
7,131$242.6K0.1%ETFHighPortland, OR2026-10-29
Financial Designs Corp
7,116$242.1K0.1%ETFVery LowClaremont, CA2026-10-09
Westco Advisory Services Inc
7,097$241.4K0.1%GrowthLowLynbrook, NY2026-10-14
Portus Wealth Advisors, LLC
7,094$241.3K0.2%ETFLowCharlotte, NC2026-10-13
Revisor Wealth Management LLC
7,069$241.4K0.1%CoreLowAkron, OH2026-10-20
Human Investing LLC
7,008$238.4K0.0%ETFVery LowLake Oswego, OR2026-10-19
Procyon Advisors, LLC
6,942$236.2K0.0%CoreVery LowShelton, CT2026-10-21
Oppenheimer Asset Management Inc.
6,881$234.1K0.0%CoreMediumNew York, NY2026-10-27
Capital Investment Counsel, LLC
6,881$234.1K0.0%CoreLowDenver, CO2026-10-14
Glaxis Capital Management, LLC
6,864$233.5K0.6%GARPVery HighSarasota, FL2026-11-02
Oppenheimer & Co Inc
6,850$233.0K0.0%CoreLowNew York, NY2026-10-26
Ferguson Wellman Capital Management, Inc
6,843$232.8K0.0%CoreLowPortland, OR2026-10-05
Horst & Graben Wealth Management LLC
6,757$229.9K0.0%ETFMediumPortland, OR2026-11-02
Gainplan LLC
6,753$229.7K0.1%ETFHighBloomfield Hills, MI2026-10-09
Caldwell Trust Co
6,750$229.6K0.0%GrowthLowVenice, FL2026-10-30
HT Partners LLC
6,743$229.4K0.1%ETFVery LowCenterbrook, CT2026-10-20
Patton Albertson Miller Group, LLC
6,683$227.4K0.0%CoreLowChattanooga, TN2026-10-26
Chesley Taft & Associates LLC
6,647$226.1K0.0%CoreLowChicago, IL2026-10-13
Montag A & Associates Inc
6,642$226.0K0.0%CoreLowAtlanta, GA2026-10-29
Canandaigua National Bank & Trust Co
6,630$225.6K0.0%CoreVery LowCanandaigua, NY2026-10-07
CJM Wealth Advisers, Ltd.
6,618$225.1K0.1%ETFVery LowFalls Church, VA2026-10-27
Redhawk Wealth Advisors, Inc.
6,576$223.7K0.0%ETFHighMinneapolis, MN2026-10-14
Tectonic Advisors LLC
6,538$222.4K0.0%YieldLowFrisco, TX2026-10-22
Investment Partners Asset Management, Inc.
6,450$219.4K0.1%CoreLowMetuchen, NJ2026-10-09
Capital Investment Advisors, LLC
6,448$219.4K0.0%CoreLowAtlanta, GA2026-10-22
TruNorth Capital Management, LLC
6,421$218.4K0.0%ETFLowKalamazoo, MI2026-10-14
Purus Wealth Management, LLC
6,379$217.0K0.1%Agg GrowthVery LowNewport Beach, CA2026-10-15
Walkner Condon Financial Advisors LLC
6,252$212.7K0.0%ETFLowVerona, WI2026-11-02
SBE LLC DBA Cedar Cove Wealth Partners
6,251$212.7K0.1%ETFMediumBloomington, MN2026-10-15
Hartline Investment Corp/
6,184$210.4K0.0%GrowthMediumWinnetka, IL2026-10-29
Pflug Koory, LLC
6,147$209.1K0.1%CoreVery LowOmaha, NE2026-10-26
Trek Financial, LLC
6,109$207.8K0.0%ETFHighScottsdale, AZ2026-10-29
Arlington Financial Advisors, LLC
6,053$205.9K0.0%ETFMediumSanta Barbara, CA2026-10-19
Inman Jager Wealth Management, LLC
6,030$205.1K0.1%ETFVery LowHattiesburg, MS2026-11-05
Hengehold Capital Management LLC
5,987$203.7K0.0%ETFLowCincinnati, OH2026-10-16
Madrid Wealth Management, LLC
5,983$203.5K0.1%ETFLowAlbuquerque, NM2026-10-23
Facet Wealth, Inc.
5,977$203.3K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
tru Independence LLC
5,971$203.1K0.1%ETFLowPortland, OR2026-10-20
Sagespring Wealth Partners, LLC
5,937$202.0K0.0%ETFLowFranklin, TN2026-10-22
Kathmere Capital Management, LLC
5,934$201.9K0.0%ETFLowWayne, PA2026-10-20
Arnold Financial Planning LLC
5,895$200.5K0.1%ETFVery LowHiawatha, IA2026-10-20
Mayfair Advisory Group, LLC
5,884$200.2K0.1%ETFLowBirmingham, AL2026-10-20
Key FInancial Inc
5,531$188.2K0.0%ETFLowWest Chester, PA2026-11-02
Contravisory Investment Management, Inc.
5,432$184.8K0.0%MomentumHighNorwell, MA2026-10-13
Duncker Streett & Co Inc
5,426$184.6K0.0%GrowthLowSt. Louis, MO2026-10-27
Bank of New Hampshire
5,115$174.0K0.0%CoreLowLaconia, NH2026-10-06
Fairman Group, LLC
5,052$171.9K0.1%ETFLowChesterbrook, PA2026-10-26
Coastline Trust Co
4,315$146.8K0.0%GrowthVery LowProvidence, RI2026-10-01
Davis Capital Management
4,254$144.7K0.1%CoreLowJacksonville, FL2026-10-08
Signaturefd, LLC
4,247$144.5K0.0%IndexLowAtlanta, GA2026-10-23
Assetmark, Inc
4,234$144.0K0.0%ETFLowConcord, CA2026-10-21
Bokf, NA
4,149$141.1K0.0%CoreLowTulsa, OK2026-10-27
MJT & Associates Financial Advisory Group, Inc.
3,960$134.7K0.1%ETFLowMontevideo, MN2026-10-07
Cassaday & Co Wealth Management LLC
3,768$128.2K0.0%ETFVery LowMclean, VA2026-10-27
SYM Financial Corp
3,679$125.2K0.0%ETFVery LowWinona Lake, IN2026-10-26
Golden State Wealth Management, LLC
3,420$116.4K0.0%ETFMediumSanta Ana, CA2026-11-02
Arlington Trust Co LLC
3,000$102.1K0.0%ETFMediumBirmingham, AL2026-10-20
Richards, Merrill & Peterson, Inc.
2,919$99.3K0.0%GrowthLowSpokane, WA2026-10-19
Morton Brown Family Wealth, LLC
2,880$98.0K0.0%ETFVery LowAllentown, PA2026-10-23
Fairway Wealth LLC
2,834$96.4K0.0%ETFLowIndependence, OH2026-10-30
Bulwark Capital Corp
2,683$91.3K0.0%ETFMediumFernandina Beach, FL2026-10-13
Root Financial Partners, LLC
2,646$90.0K0.0%ETFMediumEncinitas, CA2026-10-21
Breakwater Investment Management
2,550$86.8K0.0%ETFLowSeattle, WA2026-10-20
Wilmington Savings Fund Society, FSB
2,400$81.6K0.0%CoreLowWilmington, DE2026-10-23
Oakworth Capital, Inc.
2,322$79.0K0.0%ETFLowBirmingham, AL2026-10-26
Gamma Investing LLC
2,316$78.8K0.0%IndexVery LowFoster City, CA2026-10-08
First Community Trust NA
2,266$77.1K0.0%GrowthLowDubuque, IA2026-10-07
Hickory Point Bank & Trust
2,145$73.0K0.0%CoreVery LowDecatur, IL2026-10-01
Creative Financial Designs Inc
1,992$67.8K0.0%ETFMediumKokomo, IN2026-11-04
Citigroup Inc
1,965$66.8K0.0%CoreMediumNew York, NY2026-11-04
Gilpin Wealth Management, LLC
1,925$65.5K0.0%GrowthLowDenver, CO2026-10-09
Frankly Finances, LLC
1,890$64.3K0.1%ETFVery LowWinter Park, FL2026-10-28
Birch Financial Group, LLC
1,849$62.9K0.0%CoreLowKeene, NH2026-10-27
Ascentis Independent Advisors
1,710$58.2K0.0%ETFLowDallas, TX2026-11-03
Finley Financial, LLC
1,668$57.2K0.0%ETFVery LowLas Vegas, NV2026-10-28
Financial Management Professionals, Inc.
1,630$55.5K0.0%ETFMediumAustin, TX2026-10-23
North Star Investment Management Corp.
1,618$55.0K0.0%CoreLowChicago, IL2026-10-27
Tradewinds Capital Management, LLC
1,532$52.1K0.0%ETFVery HighBellingham, WA2026-10-23
Lanark Financial, Inc.
1,512$51.4K0.0%CoreMediumBirmingham, AL2026-10-26
Vermillion Wealth Management, Inc.
1,497$50.9K0.1%ValueLowRosemount, MN2026-10-26
DecisionPoint Financial, LLC
1,436$49.2K0.0%ETFVery LowMesa, AZ2026-10-27
Manchester Capital Management LLC
1,391$47.3K0.0%CoreLowManchester, VT2026-10-22
Roxbury Financial LLC
1,350$45.9K0.0%CoreVery LowMount Arlington, NJ2026-10-01
Creative Capital Management Investments LLC
1,337$45.5K0.0%ETFLowSan Diego, CA2026-10-28
Ashton Thomas Private Wealth, LLC
1,302$44.3K0.0%CoreMediumScottsdale, AZ2026-11-03
Nova Financial LLC
1,126$38.3K0.0%N/AN/ATucson, AZ2026-11-04
Harbor Investment Advisory, LLC
1,103$37.5K0.0%GrowthLowLutherville, MD2026-10-13
Blume Capital Management, Inc.
1,050$35.7K0.0%CoreMediumBerkeley, CA2026-10-26
James T. Borello RIA
1,002$34.1K0.0%ETFVery LowEast Dundee, IL2026-10-16
Trust Co of Vermont
947$32.2K0.0%CoreVery LowBrattleboro, VT2026-10-21
Atwood & Palmer Inc
901$30.6K0.0%CoreVery LowKansas City, MO2026-10-08
Comprehensive Financial Planning, Inc.
779$26.5K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Barnes Dennig Private Wealth Management LLC
670$22.8K0.0%CoreLowCincinnati, OH2026-10-30
Main Street Group, LTD
642$21.8K0.0%ETFMediumGlen Allen, VA2026-10-28
Prudent Man Investment Management, Inc.
612$20.8K0.0%ETFVery LowLouisville, CO2026-11-03
TD Waterhouse Canada Inc.
600$20.6K0.0%CoreLowToronto, Australia2026-10-16
Alpine Bank Wealth Management
600$20.4K0.0%ETFHighGrand Junction, CO2026-10-16
Hurley Capital, LLC
588$20.0K0.0%GARPMediumNew York, NY2026-11-05
Jnba Financial Advisors
585$19.9K0.0%ETFMediumBloomington, MN2026-11-03
Halbert Hargrove Global Advisors, LLC
572$19.5K0.0%ETFLowLong Beach, CA2026-10-16
Angeles Wealth Management, LLC
559$19.0K0.0%ETFLowSanta Monica, CA2026-10-26
Grey Ledge Advisors, LLC
557$18.9K0.0%CoreLowGuilford, CT2026-11-02
Compass Financial Management LLC
499$17.0K0.0%CoreN/ATampa, FL2026-10-30
Balentine LLC
447$15.2K0.0%ETFLowAtlanta, GA2026-11-03
Eastern Bank
422$14.4K0.0%GrowthMediumBoston, MA2026-10-05
Tompkins Financial Corp
420$14.3K0.0%CoreLowIthaca, NY2026-10-05
Atlantic Edge Private Wealth Management, LLC
393$13.4K0.0%CoreLowJacksonville, FL2026-10-20
POM Investment Strategies, LLC
375$12.8K0.0%ETFVery HighRaleigh, NC2026-10-20
Cordgrass Capital Advisors, LLC
369$12.6K0.0%CoreLowRaleigh, NC2026-10-30
Horrell Capital Management, Inc.
360$12.2K0.0%ValueVery LowLittle Rock, AR2026-10-08
Latitude Advisors, LLC
348$11.8K0.0%ETFLowYorkville, IL2026-10-27
Valley Wealth Managers, Inc.
340$11.6K0.0%GARPMediumParamus, NJ2026-10-09
Triumph Capital Management
334$11.4K0.0%ETFMediumDenver, CO2026-10-14
Salomon & Ludwin, LLC
309$10.5K0.0%ETFVery LowRichmond, VA2026-10-29
Rydar Equities, Inc.
298$10.2K0.0%CoreVery LowWeatherford, TX2026-10-13
Cherry Tree Wealth Management, LLC
297$10.1K0.0%ETFVery LowMinnetonka, MN2026-10-15
Archer Investment Corp
295$10.1K0.0%CoreMediumCarmel, IN2026-11-05
Buck Wealth Strategies, LLC
279$9.5K0.0%ValueMediumDenver, CO2026-10-28
Hazlett, Burt & Watson, Inc.
263$90.0%CoreVery LowWheeling, WV2026-11-04
Reap Financial Group, LLC
256$8.7K0.0%ETFLowAustin, TX2026-11-02
Mowery & Schoenfeld Wealth Management, LLC
211$7.2K0.0%GrowthMediumLincolnshire, IL2026-10-28
Simplex Trading, LLC
170$5.8K0.0%CoreVery HighChicago, IL2026-11-04
Center for Financial Planning, Inc.
168$5.7K0.0%ETFLowSouthfied, MI2026-10-26
Westside Investment Management, Inc.
150$5.1K0.0%GrowthLowSanta Monica, CA2026-11-02
Financial Network Wealth Advisors LLC
102$3.5K0.0%ETFLowMurray, UT2026-10-28
TFC Financial Management, Inc.
81$2.8K0.0%ETFVery LowBoston, MA2026-10-26
EPG Wealth Management LLC
81$2.8K0.0%GrowthLowAtlanta, GA2026-11-03
Evolution Wealth Management Inc.
72$2.4K0.0%ETFMediumFort Myers, FL2026-10-28
Mainstream Capital Management LLC
69$2.3K0.0%GrowthLowLos Angeles, CA2026-10-23
Central Pacific Bank - Trust Division
57$1.9K0.0%CoreMediumHonolulu, HI2026-10-06
Hanson & Doremus Investment Management
54$20.0%CoreVery LowBurlington, VT2026-10-16
Wilkerson Advisory Group LLC
53$1.8K0.0%ETFMediumColumbia, MO2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
46$1.6K0.0%GrowthMediumIndianapolis, IN2026-10-14
Pacific Center for Financial Services
40$1.3K0.0%ETFMediumDanville, CA2026-10-15
Networth Advisors, LLC
36$1.2K0.0%ETFMediumCanonsburg, PA2026-11-03
Abound Wealth Management
34$1.2K0.0%ETFVery LowFranklin, TN2026-10-26
Trust Co
26$8960.0%ETFVery LowManhattan, KS2026-10-09
Blueline Advisors LLC
15$5220.0%ETFLowExeter, NH2026-10-15