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Schwab Emrg Mrkts Eqty ETF (SCHE)

CUSIP: 808524706 | NYSE | 1999 institutional holders

Quarters

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

Creative Planning20,362,823
0.4% of portfolio›$742.2M
Rakuten Investment Management, Inc.3,047,559
0.3% of portfolio›$111.6M
Fund Evaluation Group, LLC2,616,839
2.3% of portfolio›$95.4M
Rebalance, LLC2,350,308
4.4% of portfolio›$85.7M
Orgel Wealth Management, LLC2,274,253
1.6% of portfolio›$82.9M
US Bancorp \de\2,195,175
0.1% of portfolio›$80.0M
Mather Group, Llc.2,146,108
0.7% of portfolio›$78.2M
Krilogy Financial LLC1,753,085
1.8% of portfolio›$64.4M
Charles Schwab Trust Co1,682,888
3.5% of portfolio›$61.3M
Heartwood Wealth Advisors LLC1,517,959
4.4% of portfolio›$55.3M
Mountain Capital Investment Advisors Inc.1,486,194
7.5% of portfolio›$54.2M
Wealth Enhancement Advisory Services, LLC1,363,677
0.1% of portfolio›$48.6M
Rainey & Randall Wealth Advisors Inc.1,106,228
5.8% of portfolio›$40.3M
Cooper S Advisors, LLC974,971
15.5% of portfolio›$35.5M
HBK Sorce Advisory LLC748,041
0.5% of portfolio›$25.0M
Almanack Investment Partners, Llc.676,751
3.0% of portfolio›$24.7M
BlueSky Wealth Advisors, LLC639,742
2.7% of portfolio›$23.3M
93 Financial Group, LLC616,465
9.3% of portfolio›$22.5M
Thrivent Financial for Lutherans529,462
0.0% of portfolio›$19.2K
TruNorth Capital Management, LLC517,193
2.9% of portfolio›$18.9M
Naples Global Advisors, LLC512,866
1.2% of portfolio›$18.7M
Alliance Wealth Management Group471,126
3.4% of portfolio›$17.2M
Towercrest Capital Management471,126
2.5% of portfolio›$17.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management442,879
0.2% of portfolio›$16.1M
BIP Wealth, LLC440,655
0.4% of portfolio›$16.1M
Procyon Advisors, LLC438,170
0.7% of portfolio›$16.0M
Droms Strauss Advisors Inc426,420
3.6% of portfolio›$15.5M
Gemmer Asset Management LLC399,810
1.0% of portfolio›$14.6M
RFG - Bristol Wealth Advisors, LLC395,636
3.4% of portfolio›$14.4M
LPL Financial LLC389,874
0.0% of portfolio›$14.2M
Commonwealth Equity Services, LLC379,000
0.0% of portfolio›$13.8M
Cambridge Investment Research Advisors, Inc.367,739
0.0% of portfolio›$13.4K
Visionary Wealth Advisors339,703
0.5% of portfolio›$12.4M
Truist Financial Corp336,857
0.0% of portfolio›$12.3M
SigFig Wealth Management, LLC325,726
0.3% of portfolio›$11.9M
Prime Capital Investment Advisors, LLC295,922
0.1% of portfolio›$10.8M
Farther Finance Advisors, LLC289,094
0.1% of portfolio›$10.5M
Steele Capital Management, Inc.285,983
0.4% of portfolio›$10.4M
Seneca Financial Advisors LLC275,544
2.7% of portfolio›$10.0M
Boltwood Capital Management269,370
2.2% of portfolio›$9.8M
AlphaCore Capital LLC264,766
0.2% of portfolio›$9.7M
Wedmont Private Capital259,628
0.2% of portfolio›$9.4M
Savant Capital, LLC245,524
0.0% of portfolio›$8.9M
Boyd Wealth Management, LLC243,162
3.1% of portfolio›$8.9M
Asset Allocation Strategies LLC243,135
1.3% of portfolio›$8.9M
Bank of New York Mellon Corp242,184
0.0% of portfolio›$8.8M
Garde Capital, Inc.241,865
0.5% of portfolio›$8.8M
Valley National Advisers Inc239,432
1.0% of portfolio›$8.7M
St. Louis Trust Co231,273
0.9% of portfolio›$8.4M
Nicholas Hoffman & Company, Llc.229,545
0.2% of portfolio›$8.4M
McAdam, LLC228,676
0.3% of portfolio›$8.3M
Cornerstone Wealth Advisors, Inc.222,851
1.7% of portfolio›$8.1M
Power Wealth Management LLC219,397
2.7% of portfolio›$8.0M
Courage Miller Partners, LLC209,232
2.0% of portfolio›$7.6M
Stevens Capital Partners208,356
1.3% of portfolio›$7.6M
Atria Investments, Inc204,914
0.1% of portfolio›$7.5M
LVW Advisors, LLC204,628
0.6% of portfolio›$7.5M
Arkansas Financial Group, Inc.200,383
1.0% of portfolio›$7.3M
Cabot Wealth Management Inc200,302
0.7% of portfolio›$7.3M
Cliftonlarsonallen Wealth Advisors, LLC197,935
0.1% of portfolio›$7.2M
Ackerman Capital Advisors, LLC196,787
1.4% of portfolio›$7.2M
Plancorp, LLC196,639
0.2% of portfolio›$6.7M
WBH Advisory Inc195,880
0.5% of portfolio›$7.1M
Strid Group, LLC195,343
0.8% of portfolio›$7.1M
Kestra Advisory Services, LLC186,385
0.0% of portfolio›$6.8M
Guardian Financial Partners, LLC178,373
2.5% of portfolio›$6.5M
Johnson Financial Group, LLC177,631
0.3% of portfolio›$6.5M
Perigon Wealth Management, LLC176,198
0.1% of portfolio›$6.4M
Bangor Savings Bank175,406
0.5% of portfolio›$6.4M
Wakefield Asset Management Lllp166,516
1.4% of portfolio›$6.1M
Parallel Advisors, LLC160,234
0.1% of portfolio›$5.8M
Patriot Investment Management Group, Inc.155,535
0.3% of portfolio›$5.7M
Prota Financial, LLC152,541
3.5% of portfolio›$5.5M
Blue Sky Capital Consultants Group, Inc.146,621
2.2% of portfolio›$5.3M
JFS Wealth Advisors, LLC146,511
0.3% of portfolio›$5.3M
CFG Wealth Management Services, Inc.144,996
4.8% of portfolio›$5.3M
Kohmann Bosshard Financial Services, LLC139,841
0.4% of portfolio›$5.1M
Nikulski Financial, Inc.139,745
1.1% of portfolio›$5.1M
Adamsbrown Wealth Consultants LLC139,080
0.9% of portfolio›$5.1M
Diversified Enterprises, LLC137,999
0.2% of portfolio›$5.0M
Apollon Wealth Management, LLC136,958
0.1% of portfolio›$5.0M
Creekside Partners132,681
1.8% of portfolio›$4.8M
White & Co Financial Planning Inc132,120
2.9% of portfolio›$4.4M
Gleason Group, Inc.132,055
0.4% of portfolio›$4.8M
Christensen, King & Associates Investment Services, Inc.130,600
1.7% of portfolio›$4.8M
TPG Advisors LLC128,273
2.5% of portfolio›$4.7M
Marotta Asset Management126,952
0.8% of portfolio›$4.6M
Cape Investment Advisory, Inc.123,291
1.2% of portfolio›$4.5M
Bishop & Co Investment Management, LLC121,258
1.4% of portfolio›$4.4M
Seek First Inc.121,127
2.8% of portfolio›$4.4M
Arnold Financial Planning LLC118,793
3.0% of portfolio›$4.3M
Sightline Wealth Advisors, LLC116,931
2.0% of portfolio›$4.3M
RKL Wealth Management LLC116,542
0.3% of portfolio›$4.2M
ZynergyRetirementPlanningLLC115,569
2.2% of portfolio›$4.2M
Stonekeep Investments, LLC113,320
2.4% of portfolio›$4.1M
Hamilton Capital, LLC110,485
0.2% of portfolio›$4.0M
Brandywine OAK Private Wealth LLC107,721
0.3% of portfolio›$3.9M
Upper Left Wealth Management, LLC105,556
2.0% of portfolio›$3.8M
Myecfo, LLC104,491
1.4% of portfolio›$3.8M
North Forty Two & Co.102,222
3.1% of portfolio›$3.7M
Fidelis iM, LLC101,938
1.2% of portfolio›$3.7M
Mission Wealth Management, LP100,561
0.1% of portfolio›$3.7M
Kathmere Capital Management, LLC97,589
0.2% of portfolio›$3.6M
BCK Partners, Inc.96,748
1.7% of portfolio›$3.5M
Omega Financial Group, LLC95,866
1.1% of portfolio›$3.5M
Lee Financial Co95,863
0.4% of portfolio›$3.5M
Koesten, Hirschmann & Crabtree, Inc.94,812
1.4% of portfolio›$3.5M
Curbstone Financial Management Corp93,944
0.6% of portfolio›$3.4M
Citigroup Inc91,771
0.0% of portfolio›$3.3M
HB Wealth Management, LLC91,301
0.0% of portfolio›$3.3M
Allen Capital Group, LLC89,643
0.3% of portfolio›$3.3M
Pioneer Wealth Management Group88,642
0.8% of portfolio›$3.2M
Soltis Investment Advisors LLC87,724
0.1% of portfolio›$3.2M
Accurate Wealth Management, LLC87,538
0.3% of portfolio›$3.2M
Ifrah Financial Services, Inc.84,017
0.8% of portfolio›$3.1M
Hengehold Capital Management LLC83,283
0.2% of portfolio›$3.0M
Williams Financial, LLC82,199
1.5% of portfolio›$3.0M
Howard Financial Services, Ltd.80,412
0.3% of portfolio›$2.9M
Walkner Condon Financial Advisors LLC77,977
0.3% of portfolio›$2.8M
Lodestar Private Asset Management LLC76,918
0.2% of portfolio›$2.8M
Arcataur Capital Management LLC76,319
0.7% of portfolio›$2.8M
MBE Wealth Management, LLC76,300
1.0% of portfolio›$2.8M
Etesian Wealth Advisors, Inc.76,101
0.8% of portfolio›$2.8M
Tortoise Investment Management, LLC75,539
0.2% of portfolio›$2.8M
Badgley Phelps Wealth Managers, LLC74,581
0.0% of portfolio›$2.7M
CoreCap Advisors, LLC74,363
0.1% of portfolio›$2.7M
Smith Partners Wealth Management, LLC70,792
1.9% of portfolio›$2.6M
Focus Financial Network, Inc.70,358
0.1% of portfolio›$2.6M
Grimes & Co Wealth Management, LLC69,486
0.1% of portfolio›$2.5M
Oakwell Private Wealth Management, LLC68,938
0.4% of portfolio›$2.5M
HUB Investment Partners, LLC68,681
0.0% of portfolio›$2.5M
Roberts Wealth Advisors, LLC67,434
0.6% of portfolio›$2.5M
Integrity Alliance, Llc.65,457
0.1% of portfolio›$2.4M
Ritholtz Wealth Management65,262
0.0% of portfolio›$2.4M
Avior Wealth Management, LLC65,232
0.1% of portfolio›$2.4M
Blankinship & Foster, LLC63,905
0.5% of portfolio›$2.3M
Allworth Financial LP63,375
0.0% of portfolio›$2.3M
Vise Technologies, Inc.62,346
0.0% of portfolio›$2.3M
Sierra Ocean, LLC62,184
1.4% of portfolio›$2.3M
Brookstone Capital Management61,603
0.0% of portfolio›$2.2M
Schneider Downs Wealth Management Advisors, LP60,826
0.2% of portfolio›$2.2M
Winthrop Capital Management, LLC60,638
0.5% of portfolio›$2.2M
Capital Investment Advisory Services, LLC60,365
0.1% of portfolio›$2.2M
RFG Advisory, LLC60,087
0.0% of portfolio›$2.2M
Fifth Third Bancorp59,538
0.0% of portfolio›$2.2M
Vaquero Private Wealth, LTD58,984
0.5% of portfolio›$2.1M
West Paces Advisors Inc.58,479
0.4% of portfolio›$2.1M
Valeo Financial Advisors, LLC58,350
0.0% of portfolio›$2.1M
Valued Wealth Advisors LLC57,960
0.7% of portfolio›$2.1M
James J. Burns & Company, LLC57,355
0.2% of portfolio›$2.1M
Breakwater Investment Management56,632
0.7% of portfolio›$2.1M
FSM Wealth Advisors, LLC56,592
0.2% of portfolio›$2.1M
Thompson Investment Management, Inc.56,403
0.2% of portfolio›$2.1M
Cap Partners, LLC56,127
0.9% of portfolio›$2.0M
Lyell Wealth Management, LP53,820
0.1% of portfolio›$2.0M
Phillip James Consulting Co.53,452
1.3% of portfolio›$1.9M
Moneywise, Inc.52,628
1.8% of portfolio›$1.9M
Tenret Co LLC52,212
0.8% of portfolio›$1.9M
Embree Financial Group51,104
0.2% of portfolio›$1.9M
James Investment Research, Inc.51,058
0.2% of portfolio›$1.9M
IFP Advisors, Inc50,839
0.0% of portfolio›$1.9M
OAK Family Advisors, LLC50,663
0.5% of portfolio›$1.8M
Foster Group, Inc.49,906
0.0% of portfolio›$1.8M
Econ Financial Services Corp48,915
0.7% of portfolio›$1.8M
National Wealth Management Group, LLC48,504
0.5% of portfolio›$1.8M
Clay Northam Wealth Management, LLC48,281
0.8% of portfolio›$1.8M
Creative Financial Designs Inc48,207
0.1% of portfolio›$1.8M
Opus Capital Group, LLC47,790
0.0% of portfolio›$1.7K
Tempus Wealth Planning, LLC47,737
0.3% of portfolio›$1.7M
Balboa Wealth Partners47,254
0.2% of portfolio›$1.7M
Bailard, Inc.46,709
0.0% of portfolio›$1.7M
Nearside Advisors, LLC46,589
1.2% of portfolio›$1.7M
Elevated Financial Group LLC45,885
0.5% of portfolio›$1.7M
Noble Family Wealth, LLC45,828
0.3% of portfolio›$1.7M
Brighton Jones LLC45,737
0.0% of portfolio›$1.7M
Blue Trust, Inc.44,712
0.0% of portfolio›$1.6M
Bell Investment Advisors, Inc44,208
0.2% of portfolio›$1.6M
Concurrent Investment Advisors, LLC42,839
0.0% of portfolio›$1.6M
Wilkins Miller Wealth Management, LLC42,784
0.9% of portfolio›$1.6M
Fairway Financial, LLC42,481
1.0% of portfolio›$1.5M
SeaCrest Wealth Management, LLC41,912
0.2% of portfolio›$1.5M
Quadrant Capital Group LLC41,501
0.0% of portfolio›$1.5M
Values Added Financial LLC41,386
0.5% of portfolio›$1.5M
Armor Investment Advisors, LLC41,107
0.5% of portfolio›$1.5M
Chicago Partners Investment Group LLC40,538
0.0% of portfolio›$1.4M
PNC Financial Services Group, Inc.40,048
0.0% of portfolio›$1.5M
Trust Point Inc.39,468
0.1% of portfolio›$1.4M
Modera Wealth Management, LLC39,373
0.0% of portfolio›$1.4M
AMI Investment Management Inc39,229
0.3% of portfolio›$1.4M
Financial Solutions Advisory Group, Inc.39,025
0.2% of portfolio›$1.4M
Sage Financial Group Inc38,933
0.1% of portfolio›$1.4M
BCS Wealth Management38,441
0.2% of portfolio›$1.4M
Emerald Advisors, LLC37,798
0.2% of portfolio›$1.4M
Johnson Bixby & Associates, LLC37,501
0.1% of portfolio›$1.4M
Bond & Devick Financial Network, Inc.37,353
0.3% of portfolio›$1.4M
Asset Dedication, LLC36,249
0.1% of portfolio›$1.3M
Kellett Wealth Advisors, LLC35,909
0.5% of portfolio›$1.3M
Ignite Planners, LLC35,671
0.2% of portfolio›$1.2M
FF Advisors,LLC35,628
0.5% of portfolio›$1.3M
True Private Wealth Advisors35,458
0.1% of portfolio›$1.3M
Cambridge Financial Group, LLC35,368
0.4% of portfolio›$1.3M
Ironwood Wealth Management, Llc.35,187
0.3% of portfolio›$1.3M
Armbruster Capital Management, Inc.34,944
0.2% of portfolio›$1.3M
Aspen Investment Management Inc34,692
0.0% of portfolio›$1.3K
L.K. Benson & Company, P.C.33,891
0.4% of portfolio›$1.2M
Olio Financial Planning33,870
0.3% of portfolio›$1.2M
Global Financial Private Client, LLC33,845
0.3% of portfolio›$1.2M
SAX Wealth Advisors, LLC32,753
0.0% of portfolio›$1.2M
Sunburst Financial Group, LLC32,536
0.2% of portfolio›$1.2M
Whitcomb & Hess, Inc.31,843
0.2% of portfolio›$1.2M
Csenge Advisory Group31,471
0.0% of portfolio›$1.1M
Strategic Blueprint, LLC30,541
0.1% of portfolio›$1.1M
Navigation Wealth Management, Inc.30,385
1.7% of portfolio›$1.1M
Park Avenue Securities LLC29,596
0.0% of portfolio›$1.1K
Merit Financial Group, LLC29,048
0.0% of portfolio›$1.1M
Morling Financial Advisors, LLC28,733
0.3% of portfolio›$1.0M
Fearless Solutions, LLC dba Best Invest28,536
0.5% of portfolio›$1.0M
Apella Capital, LLC27,836
0.0% of portfolio›$1.0M
Kearns & Associates LLC26,648
0.4% of portfolio›$971.4K
FinDec Wealth Services, Inc.26,419
1.2% of portfolio›$963.0K
Worth Asset Management, LLC26,410
0.3% of portfolio›$962.6K
J. Derek Lewis & Associates Inc.25,748
0.2% of portfolio›$938.5K
NorthCrest Asset Manangement, LLC25,706
0.0% of portfolio›$933.4K
Fonville Wealth Management LLC25,531
0.1% of portfolio›$930.6K
Compass Financial Group, Inc25,445
0.1% of portfolio›$927.5K
Firestone Capital Management25,404
0.2% of portfolio›$926.0K
Altfest L J & Co Inc25,175
0.1% of portfolio›$917.6K
Clearwater Capital Advisors, LLC24,780
0.1% of portfolio›$903.2K
Everhart Financial Group, Inc.24,508
0.1% of portfolio›$893.3K
Murphy, Middleton, Hinkle & Parker, Inc.24,242
0.4% of portfolio›$883.6K
Blue Capital, Inc.24,192
0.5% of portfolio›$881.8K
Koshinski Asset Management, Inc.24,101
0.0% of portfolio›$878.5K
Sigma Planning Corp23,777
0.0% of portfolio›$866.7K
Watershed Private Wealth LLC23,428
0.2% of portfolio›$854.0K
Murphy & Mullick Capital Management Corp22,288
0.5% of portfolio›$812.4K
Avant Financial Advisors LLC22,065
0.5% of portfolio›$804.3K
FC Advisory LLC21,952
0.2% of portfolio›$800.1K
Facet Wealth, Inc.21,299
0.0% of portfolio›$776.4K
Simplicity Wealth,LLC21,291
0.0% of portfolio›$776.0K
United Advisor Group, LLC21,224
0.1% of portfolio›$773.6K
EverSource Wealth Advisors, LLC21,070
0.0% of portfolio›$768.0K
Falcon Wealth Planning20,998
0.0% of portfolio›$765.4K
Bullock Wealth Management Group20,912
0.3% of portfolio›$758.5K
MCF Advisors LLC20,775
0.0% of portfolio›$757.3K
PDS Planning, Inc20,425
0.0% of portfolio›$744.5K
Directional Asset Management19,935
0.6% of portfolio›$726.6K
Rosenberg Matthew Hamilton19,498
0.1% of portfolio›$710.7K
Signature Estate & Investment Advisors LLC19,461
0.0% of portfolio›$709.4K
Portside Wealth Group, LLC17,943
0.1% of portfolio›$654.0K
First Affirmative Financial Network17,923
0.1% of portfolio›$653.3K
VAN Strum & Towne Inc.17,888
0.2% of portfolio›$652.0K
Argos Wealth Advisors, LLC17,884
0.2% of portfolio›$651.9K
Granite Islands Private Wealth, LLC17,780
0.4% of portfolio›$648.1K
Abacus Planning Group, Inc.17,538
0.1% of portfolio›$639.3K
Reston Wealth Management LLC17,424
0.2% of portfolio›$635.1K
Fragasso Financial Advisors Inc17,409
0.0% of portfolio›$639.4K
3 Factor Indexing, LLC17,309
0.5% of portfolio›$630.9K
Evensky & Katz LLC17,261
0.0% of portfolio›$629
Clarity Capital Advisors, LLC17,199
0.3% of portfolio›$626.9K
Meridian Wealth Management, LLC17,069
0.0% of portfolio›$622.2K
Cherry Tree Wealth Management, LLC16,864
0.1% of portfolio›$614.7K
River's Edge Wealth Management, LLC16,791
0.5% of portfolio›$599.4K
Curtis Advisory Group, LLC16,734
0.1% of portfolio›$610.0K
ACT Wealth Management, LLC16,543
0.2% of portfolio›$603.0K
Elser Financial Planning, Inc16,509
0.0% of portfolio›$601.8K
Blue Bell Private Wealth Management, LLC16,506
0.1% of portfolio›$601.6K
International Assets Investment Management, LLC16,444
0.0% of portfolio›$596.4K
OFS Enterprise LLC16,397
0.2% of portfolio›$597.7K
Valley Forge Investment Consultants Inc ADV16,391
0.1% of portfolio›$597.5K
Acropolis Investment Management, LLC16,315
0.0% of portfolio›$594.7K
Axxcess Wealth Management, LLC16,168
0.0% of portfolio›$589.3K
Amicus Financial Advisors, LLC16,119
0.2% of portfolio›$587.5K
Robinswood Financial LLC16,055
0.2% of portfolio›$572.7K
Blossom Wealth Management15,984
0.8% of portfolio›$582.6K
Elwood & Goetz Wealth Advisory Group, LLC15,726
0.1% of portfolio›$573.2K
Lido Advisors, LLC15,579
0.0% of portfolio›$567.9K
Abound Wealth Management15,509
0.1% of portfolio›$565.3K
WealthPlan Investment Management, LLC15,281
0.0% of portfolio›$557.0K
SYM Financial Corp15,143
0.0% of portfolio›$552.0K
Cdkv Holdings LLC14,859
0.4% of portfolio›$541.6K
McKinley Carter Wealth Services, Inc.14,836
0.0% of portfolio›$540.8K
Choreo, LLC14,718
0.0% of portfolio›$536.5K
Sheets Smith Wealth Management14,665
0.1% of portfolio›$534.6K
Thrive Wealth Management, LLC14,643
0.1% of portfolio›$533.7K
Salem Investment Counselors Inc14,577
0.0% of portfolio›$531.3K
Evermay Wealth Management LLC14,560
0.1% of portfolio›$530.7K
Cornerstone Wealth Group, LLC14,528
0.0% of portfolio›$529.6K
Diversified Portfolios, Inc.14,519
0.0% of portfolio›$529.2K
Y-Intercept (Hong Kong) Ltd14,471
0.0% of portfolio›$527.5K
Alpha Omega Wealth Management LLC14,449
0.1% of portfolio›$526.7K
Appleton Partners Inc14,237
0.0% of portfolio›$519
Hardin Capital Partners, LLC14,163
0.3% of portfolio›$516.3K
Gradient Capital Advisors, LLC14,123
0.1% of portfolio›$514.8K
Fiduciary Alliance LLC13,935
0.0% of portfolio›$507.9K
Birchwood Financial Partners, Inc.13,915
0.4% of portfolio›$507.2K
Busey Bank13,764
0.0% of portfolio›$501.7K
Evanson Financial, LLC13,547
0.0% of portfolio›$493.8K
Balefire, LLC13,511
0.1% of portfolio›$492.5K
Pflug Koory, LLC13,510
0.2% of portfolio›$492.4K
Bourgeon Capital Management LLC13,498
0.1% of portfolio›$492.0K
XY Planning Network, Inc.13,495
0.1% of portfolio›$491.9K
Retirement Planning Group, LLC13,481
0.0% of portfolio›$491.4K
Keeler & Nadler Financial Planning & Wealth Management13,470
0.1% of portfolio›$491.0K
Sterling Financial Planning, Inc.13,414
0.1% of portfolio›$488.9K
Yoffe Investment Management, LLC13,228
0.6% of portfolio›$482.2K
Livet Wealth, LLC13,112
0.3% of portfolio›$477.9K
Grey Ledge Advisors, LLC12,713
0.1% of portfolio›$463.4K
Sunesis Advisors, LLC12,698
0.2% of portfolio›$462.8K
Evolution Advisers, Inc.12,693
0.2% of portfolio›$459.2K
Apeiron RIA LLC12,684
0.1% of portfolio›$460.0K
Warwick Investment Management, Inc.12,618
0.1% of portfolio›$459.9K
SWS Partners12,531
0.1% of portfolio›$456.8K
Trek Financial, LLC12,530
0.0% of portfolio›$456.7K
Cassaday & Co Wealth Management LLC12,439
0.0% of portfolio›$453.4K
Cooke Wealth Management, LLC12,434
0.4% of portfolio›$453.2K
AdvisorNet Financial, Inc12,413
0.0% of portfolio›$449.1K
PFG Advisors12,263
0.0% of portfolio›$447.0K
Sachem Hill LLC11,490
0.1% of portfolio›$418.8K
Long Island Wealth Management, Inc.11,279
0.2% of portfolio›$411.1K
First Growth Capital LLC11,062
0.3% of portfolio›$403.2K
Old National Bancorp10,985
0.0% of portfolio›$400.4K
Capital Investment Advisors, LLC10,975
0.0% of portfolio›$400.0K
Compound Planning, Inc.10,921
0.0% of portfolio›$398.1K
Dynamic Advisor Solutions LLC10,897
0.0% of portfolio›$397.2K
J.W. Cole Advisors, Inc.10,695
0.0% of portfolio›$389.8K
Bfsg, LLC10,602
0.0% of portfolio›$386.4K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors10,583
0.0% of portfolio›$385.8K
Sigma Investment Counselors Inc10,500
0.0% of portfolio›$382.7K
Golden State Wealth Management, LLC10,449
0.0% of portfolio›$380.9K
Ethic Inc.10,328
0.0% of portfolio›$376.5K
Capital Advisors, Ltd. LLC10,310
0.0% of portfolio›$376
Motive Wealth Advisors10,301
0.2% of portfolio›$375.5K
Evergreen Capital Management LLC10,102
0.0% of portfolio›$368.2K
MJT & Associates Financial Advisory Group, Inc.10,073
0.2% of portfolio›$367.2K
Sovran Advisors, LLC10,026
0.0% of portfolio›$349.0K
Signaturefd, LLC9,968
0.0% of portfolio›$363.3K
Schaeffer Financial LLC9,956
0.3% of portfolio›$362.9K
PKS Advisory Services, LLC9,942
0.1% of portfolio›$360.5K
Root Financial Partners, LLC9,863
0.0% of portfolio›$359.5K
ETF Store, Inc.9,782
0.3% of portfolio›$356.5K
Global Strategic Investment Solutions, LLC9,782
0.0% of portfolio›$356.6K
Gilpin Wealth Management, LLC9,760
0.2% of portfolio›$355.8K
Bensler, LLC9,755
0.0% of portfolio›$355.6K
Richardson Capital Management LLC9,603
0.1% of portfolio›$350.0K
Warner Financial, Inc9,472
0.1% of portfolio›$345.3K
Summit Financial Strategies, Inc.9,153
0.0% of portfolio›$333.6K
RCW Management, LLC9,119
0.3% of portfolio›$332.4K
Washington Trust Advisors, Inc.9,089
0.0% of portfolio›$331.3K
Larson Financial Group LLC9,065
0.0% of portfolio›$330.4K
Twele Capital Management, Inc.9,064
0.1% of portfolio›$330.4K
Moneco Advisors, LLC9,033
0.0% of portfolio›$329.3K
Riversedge Advisors, LLC8,986
0.0% of portfolio›$327.5K
Sterling Investment Management, LLC8,761
0.2% of portfolio›$319.3K
Downshift Financial, LLC8,678
0.1% of portfolio›$316.3K
Kingswood Wealth Advisors, LLC8,660
0.0% of portfolio›$315.7K
Successful Portfolios LLC8,652
0.1% of portfolio›$322.4K
Glaxis Capital Management, LLC8,588
0.7% of portfolio›$313.0K
Ejmk Ventures LLC8,584
0.1% of portfolio›$312.9K
Castleview Partners, LLC8,582
0.1% of portfolio›$312.8K
Great Waters Wealth Management8,479
0.0% of portfolio›$309.0K
Peterson Wealth Advisors, LLC8,436
0.0% of portfolio›$307.5K
Flower City Capital8,388
0.1% of portfolio›$305.8K
Carnegie Investment Counsel8,388
0.0% of portfolio›$305.7K
Elite Life Management LLC8,359
0.3% of portfolio›$279.4K
Planned Solutions, Inc.8,275
0.1% of portfolio›$301.6K
Daytona Street Capital LLC8,226
0.2% of portfolio›$306.2K
WealthPLAN Partners, LLC8,181
0.1% of portfolio›$298.2K
Wedbush Securities Inc8,177
0.0% of portfolio›$298
Sage Rhino Capital LLC8,160
0.0% of portfolio›$297.4K
Voisard Asset Management Group, Inc.8,099
0.1% of portfolio›$295.2K
Pine Haven Investment Counsel, Inc8,072
0.2% of portfolio›$294.2K
CWA Asset Management Group, LLC8,019
0.0% of portfolio›$292.3K
Snider Financial Group7,874
0.1% of portfolio›$287.0K
StoneX Group Inc.7,738
0.0% of portfolio›$282.6K
Richard P Slaughter Associates Inc7,713
0.1% of portfolio›$281.1K
YHB Investment Advisors, Inc.7,666
0.0% of portfolio›$279.4K
SLT Holdings LLC7,655
0.2% of portfolio›$279.0K
Forum Financial Management, LP7,639
0.0% of portfolio›$278.4K
Factor Wealth Management LTD7,635
0.0% of portfolio›$278.3K
Joseph P. Lucia & Associates, LLC7,620
0.1% of portfolio›$277.7K
True Freedom Investing, LLC7,572
0.0% of portfolio›$276.0K
Pinkerton Wealth, LLC7,561
0.0% of portfolio›$275.6K
Stirlingshire Investments, Inc.7,558
0.2% of portfolio›$275.5K
Integrity Wealth Partners, LLC7,421
0.2% of portfolio›$270.5K
Highline Wealth Partners LLC7,349
0.1% of portfolio›$267.9K
Private Trust Co NA7,340
0.0% of portfolio›$267.5K
DBK Financial Counsel, LLC7,249
0.2% of portfolio›$264.2K
Stone Summit Wealth LLC7,180
0.1% of portfolio›$261.7K
UMB Bank, n.a.7,146
0.0% of portfolio›$260.5K
Avidian Wealth Enterprises, LLC7,113
0.0% of portfolio›$259.3K
Pittenger & Anderson Inc7,098
0.0% of portfolio›$258.7K
Chapman Financial Group, LLC7,047
0.2% of portfolio›$256.9K
RHS Financial, LLC6,992
0.1% of portfolio›$254.9K
Emergent Wealth Advisors, LLC6,991
0.1% of portfolio›$254.8K
Ascentis Independent Advisors6,958
0.0% of portfolio›$253.6K
Liberty Capital Management, Inc.6,919
0.0% of portfolio›$252.2K
D.A. Davidson & Co.6,836
0.0% of portfolio›$249.2K
Kestra Private Wealth Services, LLC6,799
0.0% of portfolio›$247.8K
Focused Wealth Management, Inc6,789
0.0% of portfolio›$247.5K
Wealthcare Advisory Partners LLC6,777
0.0% of portfolio›$247.0K
Cypress Wealth Services, LLC6,621
0.0% of portfolio›$246.6K
Sterling Investment Advisors, Ltd.6,596
0.0% of portfolio›$240.4K
Vilga Financial Planning LLC6,571
0.1% of portfolio›$239.5K
Compass Financial Management LLC6,564
0.0% of portfolio›$239.3K
Fisher Asset Management, LLC6,482
0.0% of portfolio›$236.3K
Washington Trust Co6,400
0.0% of portfolio›$233.3K
Athena Wealth Management, LLC6,374
0.2% of portfolio›$232.3K
Pacific Asset Management, LLC6,320
0.1% of portfolio›$230.4K
Private Wealth Management Group, LLC6,295
0.1% of portfolio›$229.5K
Owl Creek Wealth Partners LLC6,290
0.1% of portfolio›$229.3K
Parkshore Wealth Management, Inc.6,284
0.1% of portfolio›$229.0K
Avantax Planning Partners, Inc.6,243
0.0% of portfolio›$227.5K
Guardian Wealth Advisors, LLC6,232
0.1% of portfolio›$217.9K
Unique Wealth, LLC6,214
0.0% of portfolio›$226.5K
Roffman Miller Associates Inc6,208
0.0% of portfolio›$226.3K
Fell Capital Management6,200
0.2% of portfolio›$226.0K
Clearstead Advisors, LLC6,158
0.0% of portfolio›$224.5K
Diversify Advisory Services, LLC6,128
0.0% of portfolio›$221.5K
Diversify Wealth Management, LLC6,128
0.0% of portfolio›$221.5K
Forvis Mazars Wealth Advisors, LLC6,119
0.0% of portfolio›$223.0K
Peak Financial Management, Inc.6,065
0.1% of portfolio›$221.1K
CRA Financial Services, LLC5,991
0.0% of portfolio›$218.4K
Simon Quick Advisors, LLC5,966
0.0% of portfolio›$217.5K
Quadrant Private Wealth Management, LLC5,933
0.0% of portfolio›$216.3K
Market Street Wealth Management Advisors LLC5,911
0.0% of portfolio›$215.5K
Ironwood Financial, llc5,883
0.0% of portfolio›$214.4K
BXM Wealth LLC5,852
0.1% of portfolio›$213.3K
Tannin Capital LLC5,799
0.2% of portfolio›$211.4K
MLG Wealth Management DBA Pine Grove Financial Group5,707
0.0% of portfolio›$208.0K
Shearwater Capital LLC5,630
0.1% of portfolio›$205.2K
Venture Visionary Partners LLC5,623
0.0% of portfolio›$205.0K
Carter Financial Group, Inc.5,583
0.1% of portfolio›$203.5K
Tactive Advisors, LLC5,524
0.0% of portfolio›$201.4K
MBL Wealth, LLC5,500
0.0% of portfolio›$200.5K
Carolina Wealth Advisors, LLC5,361
0.1% of portfolio›$195.4K
Dorato Capital Management5,075
0.1% of portfolio›$186.7K
Russell Investments Group, Ltd.5,052
0.0% of portfolio›$184.1K
Versant Capital Management, Inc5,002
0.0% of portfolio›$182.3K
Birchbrook, Inc.4,966
0.1% of portfolio›$181.0K
Ashton Thomas Private Wealth, LLC4,947
0.0% of portfolio›$180.3K
Rossby Financial, LCC4,695
0.0% of portfolio›$171.2K
Pinnacle Bancorp, Inc.4,147
0.0% of portfolio›$151.2K
TD Private Client Wealth LLC4,130
0.0% of portfolio›$150.5K
Peterson Wealth Management4,082
0.1% of portfolio›$148.8K
William Mack & Associates, Inc.3,907
0.0% of portfolio›$142.4K
Madden Securities Corp3,748
0.0% of portfolio›$136.6K
Latitude Advisors, LLC3,531
0.0% of portfolio›$128.7K
Sima Wealth Partners, LLC3,394
0.1% of portfolio›$123.7K
Assetmark, Inc3,330
0.0% of portfolio›$121.4K
Financial Management Professionals, Inc.2,984
0.0% of portfolio›$108.8K
Fairway Wealth LLC2,958
0.0% of portfolio›$107.8K
Comprehensive Financial Planning, Inc.2,884
0.1% of portfolio›$105.1K
Glass Jacobson Investment Advisors llc2,874
0.0% of portfolio›$104.8K
GS Investments, Inc.2,705
0.1% of portfolio›$98.6K
Parkside Financial Bank & Trust2,681
0.0% of portfolio›$97.7K
MeadowBrook Investment Advisors LLC2,655
0.1% of portfolio›$92.8K
McCarley & Cook Financial Planners2,540
0.1% of portfolio›$92.6K
Newton One Investments LLC2,498
0.0% of portfolio›$91.0K
Ashton Thomas Securities, LLC2,389
0.0% of portfolio›$87.1K
Prudent Man Investment Management, Inc.2,371
0.0% of portfolio›$86.4K
Hazlett, Burt & Watson, Inc.2,316
0.0% of portfolio›$85
Signature Resources Capital Management, LLC2,184
0.0% of portfolio›$79.6K
Bayban2,032
0.1% of portfolio›$73.7K
Triumph Capital Management2,010
0.0% of portfolio›$73.3K
Burk Holdings LLC1,991
0.0% of portfolio›$72.6K
Ascentis Wealth Management, LLC1,974
0.0% of portfolio›$72.0K
Clayton Financial Group LLC1,936
0.0% of portfolio›$70.6K
Piscataqua Savings Bank1,925
0.0% of portfolio›$70.2K
Hurley Capital, LLC1,786
0.0% of portfolio›$65.1K
Activest Wealth Management1,642
0.0% of portfolio›$59.8K
Phillips Financial Management, LLC1,558
0.0% of portfolio›$56.8K
Pinnacle Wealth Planning Services, Inc.1,505
0.0% of portfolio›$54.9K
Tompkins Financial Corp1,418
0.0% of portfolio›$51.7K
Tradewinds Capital Management, LLC1,353
0.0% of portfolio›$49.3K
TFC Financial Management, Inc.1,306
0.0% of portfolio›$47.6K
Joseph Group Capital Management1,249
0.0% of portfolio›$45.5K
Align Financial, LLC1,235
0.0% of portfolio›$45.0K
Spire Wealth Management1,214
0.0% of portfolio›$44.2K
Nova Financial LLC1,207
0.0% of portfolio›$44.0K
Hoey Investments, Inc1,100
0.0% of portfolio›$40.1K
GK Wealth Management LLC1,091
0.0% of portfolio›$39.8K
Physician Wealth Advisors, Inc.1,067
0.0% of portfolio›$38.9K
Davis Capital Management999
0.0% of portfolio›$36.4K
Financial Consulate, Inc936
0.0% of portfolio›$34.1K
Morton Brown Family Wealth, LLC891
0.0% of portfolio›$32.5K
Lodestone Wealth Management LLC852
0.0% of portfolio›$31.1K
UMB Private Wealth Management, LLC783
0.0% of portfolio›$28.5K
PFS Partners, LLC739
0.0% of portfolio›$26.9K
Arlington Trust Co LLC698
0.0% of portfolio›$25.4K
Whipplewood Advisors, LLC659
0.0% of portfolio›$24.0K
Godsey & Gibb, Inc659
0.0% of portfolio›$24.0K
Armstrong Advisory Group, Inc646
0.0% of portfolio›$23.5K
Barnes Dennig Private Wealth Management LLC614
0.0% of portfolio›$22.4K
Blume Capital Management, Inc.613
0.0% of portfolio›$22.4K
Central Trust Co595
0.0% of portfolio›$21.7K
Atlantic Edge Private Wealth Management, LLC592
0.0% of portfolio›$21.6K
American Capital Advisory, LLC515
0.0% of portfolio›$18.8K
Gables Capital Management Inc.500
0.0% of portfolio›$18.2K
Dhjj Financial Advisors, Ltd.466
0.0% of portfolio›$17.0K
Gladwyn Financial Advisors, Inc.465
0.0% of portfolio›$16.9K
Key FInancial Inc452
0.0% of portfolio›$16.5K
Friedenthal Financial451
0.0% of portfolio›$16.4K
Legacy Bridge, LLC440
0.0% of portfolio›$16.0K
Milestone Investment Advisors LLC423
0.0% of portfolio›$15.4K
Alpine Bank Wealth Management400
0.0% of portfolio›$14.6K
Next Level Wealth Planning, LLC381
0.0% of portfolio›$13.9K
Your Advocates Ltd., LLP377
0.0% of portfolio›$13.8K
Wilkerson Advisory Group LLC351
0.0% of portfolio›$12.8K
Hamilton Point Investment Advisors, LLC345
0.0% of portfolio›$12.6K
Fairman Group, LLC282
0.0% of portfolio›$10.3K
True Wealth Design, LLC281
0.0% of portfolio›$10.2K
Horrell Capital Management, Inc.251
0.0% of portfolio›$9.1K
Reap Financial Group, LLC226
0.0% of portfolio›$8.3K
Kozak & Associates, Inc.226
0.0% of portfolio›$7.9K
CX Institutional222
0.0% of portfolio›$8
Vermillion Wealth Management, Inc.202
0.0% of portfolio›$7.4K
DiNuzzo Private Wealth, Inc.200
0.0% of portfolio›$7.3K
Main Street Group, LTD192
0.0% of portfolio›$7.0K
Moisand Fitzgerald Tamayo, LLC191
0.0% of portfolio›$7.0K
Westside Investment Management, Inc.170
0.0% of portfolio›$6.2K
Silver Grove Financial Group, Inc.167
0.0% of portfolio›$6.1K
Rydar Equities, Inc.164
0.0% of portfolio›$6.0K
Oakworth Capital, Inc.159
0.0% of portfolio›$5.8K
Archer Investment Corp145
0.0% of portfolio›$5.3K
First Pacific Financial137
0.0% of portfolio›$5.0K
Community Bank, N.A.133
0.0% of portfolio›$4.8K
Pillar Financial Advisors, LLC111
0.0% of portfolio›$4.0K
Atmos Advisory, LLC109
0.0% of portfolio›$4.0K
Trust Co of Toledo NA100
0.0% of portfolio›$3.6K
Sellwood Investment Partners LLC85
0.0% of portfolio›$3.1K
Jacobi Capital Management LLC79
0.0% of portfolio›$2.9K
Salomon & Ludwin, LLC71
0.0% of portfolio›$2.6K
Gen-Wealth Partners Inc69
0.0% of portfolio›$2.5K
Mowery & Schoenfeld Wealth Management, LLC56
0.0% of portfolio›$2.0K
Townsend Asset Management Corp48
0.0% of portfolio›$1.8K
Financial Freedom, LLC47
0.0% of portfolio›$1.7K
Brown, Lisle Ings, Inc.47
0.0% of portfolio›$1.7K
Noble Wealth Management PBC41
0.0% of portfolio›$1.5K
Maryland Capital Advisors Inc.39
0.0% of portfolio›$1.4K
Trust Co38
0.0% of portfolio›$1.4K
Avion Wealth38
0.0% of portfolio›$1
RMG Wealth Management LLC37
0.0% of portfolio›$1.3K
Mosley Wealth Management31
0.0% of portfolio›$1.1K
Redwood Park Advisors LLC20
0.0% of portfolio›$730
Chilton Capital Management LLC19
0.0% of portfolio›$693
Cordgrass Capital Advisors, LLC15
0.0% of portfolio›$547
Harbor Investment Advisory, LLC15
0.0% of portfolio›$547
Register Financial Advisors LLC13
0.0% of portfolio›$474
Blueline Advisors LLC10
0.0% of portfolio›$379
POM Investment Strategies, LLC0
0.0% of portfolio›$8
Retirement Wealth Solutions LLC0
0.0% of portfolio›$5
StyleTurnoverLocationFiled
Creative Planning
20,362,823$742.2M0.4%IndexVery LowOverland Park, KS2026-11-02
Rakuten Investment Management, Inc.
3,047,559$111.6M0.3%ETFMediumTokyo, Mexico2026-10-30
Fund Evaluation Group, LLC
2,616,839$95.4M2.3%ETFLowCincinnati, OH2026-11-05
Rebalance, LLC
2,350,308$85.7M4.4%ETFVery LowPalo Alto, CA2026-10-22
Orgel Wealth Management, LLC
2,274,253$82.9M1.6%ETFMediumAltoona, WI2026-10-14
US Bancorp \de\
2,195,175$80.0M0.1%IndexLowMinneapolis, MN2026-11-05
Mather Group, Llc.
2,146,108$78.2M0.7%ETFMediumChicago, IL2026-10-14
Krilogy Financial LLC
1,753,085$64.4M1.8%GrowthLowSt. Louis, MO2026-10-13
Charles Schwab Trust Co
1,682,888$61.3M3.5%ETFLowHenderson, NV2026-10-15
Heartwood Wealth Advisors LLC
1,517,959$55.3M4.4%ETFLowRichmond, VA2026-10-05
Mountain Capital Investment Advisors Inc.
1,486,194$54.2M7.5%ETFMediumWestminster, CO2026-11-06
Wealth Enhancement Advisory Services, LLC
1,363,677$48.6M0.1%CoreLowPlymouth, MN2026-10-13
Rainey & Randall Wealth Advisors Inc.
1,106,228$40.3M5.8%ETFVery LowCelebration, FL2026-10-26
Cooper S Advisors, LLC
974,971$35.5M15.5%ETFLowVictor, NY2026-11-03
HBK Sorce Advisory LLC
748,041$25.0M0.5%IndexVery LowErie, PA2026-11-06
Almanack Investment Partners, Llc.
676,751$24.7M3.0%ETFMediumNewtown Square, PA2026-11-03
BlueSky Wealth Advisors, LLC
639,742$23.3M2.7%ETFMediumNew Bern, NC2026-10-29
93 Financial Group, LLC
616,465$22.5M9.3%ETFN/AWoburn, MA2026-10-21
Thrivent Financial for Lutherans
529,462$19.2K0.0%GARPMediumMinneapolis, MN2026-11-05
TruNorth Capital Management, LLC
517,193$18.9M2.9%ETFLowKalamazoo, MI2026-10-14
Naples Global Advisors, LLC
512,866$18.7M1.2%CoreVery LowNaples, FL2026-11-05
Alliance Wealth Management Group
471,126$17.2M3.4%ETFLowFlemington, NJ2026-10-29
Towercrest Capital Management
471,126$17.2M2.5%ETFVery LowNewtown, PA2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
442,879$16.1M0.2%GrowthVery LowSeattle, WA2026-10-27
BIP Wealth, LLC
440,655$16.1M0.4%ETFMediumAtlanta, GA2026-10-22
Procyon Advisors, LLC
438,170$16.0M0.7%CoreVery LowShelton, CT2026-10-21
Droms Strauss Advisors Inc
426,420$15.5M3.6%ETFLowSt. Louis, MO2026-11-03
Gemmer Asset Management LLC
399,810$14.6M1.0%ETFLowWalnut Creek, CA2026-10-16
RFG - Bristol Wealth Advisors, LLC
395,636$14.4M3.4%ETFLowTaunton, MA2026-10-09
LPL Financial LLC
389,874$14.2M0.0%IndexVery LowFort Mill, SC2026-11-06
Commonwealth Equity Services, LLC
379,000$13.8M0.0%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
367,739$13.4K0.0%ETFLowFairfield, IA2026-11-02
Visionary Wealth Advisors
339,703$12.4M0.5%ETFLowO'Fallon, IL2026-11-04
Truist Financial Corp
336,857$12.3M0.0%CoreLowCharlotte, NC2026-10-30
SigFig Wealth Management, LLC
325,726$11.9M0.3%ETFLowSan Francisco, CA2026-10-07
Prime Capital Investment Advisors, LLC
295,922$10.8M0.1%ETFLowOverland Park, KS2026-10-20
Farther Finance Advisors, LLC
289,094$10.5M0.1%IndexLowSan Francisco, CA2026-10-08
Steele Capital Management, Inc.
285,983$10.4M0.4%ETFVery LowDubuque, IA2026-11-02
Seneca Financial Advisors LLC
275,544$10.0M2.7%ETFLowRochester, NY2026-10-28
Boltwood Capital Management
269,370$9.8M2.2%ETFVery LowWalnut Creek, CA2026-10-02
AlphaCore Capital LLC
264,766$9.7M0.2%ETFLowLa Jolla, CA2026-11-04
Wedmont Private Capital
259,628$9.4M0.2%IndexVery LowWest Chester, PA2026-10-09
Savant Capital, LLC
245,524$8.9M0.0%IndexVery LowRockford, IL2026-11-06
Boyd Wealth Management, LLC
243,162$8.9M3.1%ETFMediumSacramento, CA2026-10-20
Asset Allocation Strategies LLC
243,135$8.9M1.3%ETFMediumFarmington, MI2026-10-20
Bank of New York Mellon Corp
242,184$8.8M0.0%CoreLowNew York, NY2026-11-05
Garde Capital, Inc.
241,865$8.8M0.5%ETFLowSeattle, WA2026-10-29
Valley National Advisers Inc
239,432$8.7M1.0%ETFLowBethlehem, PA2026-10-23
St. Louis Trust Co
231,273$8.4M0.9%ETFVery LowSaint Louis, MO2026-11-03
Nicholas Hoffman & Company, Llc.
229,545$8.4M0.2%ETFVery LowAtlanta, GA2026-10-30
McAdam, LLC
228,676$8.3M0.3%ETFLowPhiladelphia, PA2026-10-21
Cornerstone Wealth Advisors, Inc.
222,851$8.1M1.7%ETFLowEdina, MN2026-10-16
Power Wealth Management LLC
219,397$8.0M2.7%ETFLowAlpharetta, GA2026-10-27
Courage Miller Partners, LLC
209,232$7.6M2.0%ETFVery LowNorfolk, VA2026-10-21
Stevens Capital Partners
208,356$7.6M1.3%ETFVery LowOmaha, NE2026-10-29
Atria Investments, Inc
204,914$7.5M0.1%CoreMediumCharlotte, NC2026-10-15
LVW Advisors, LLC
204,628$7.5M0.6%CoreMediumPittsford, NY2026-10-19
Arkansas Financial Group, Inc.
200,383$7.3M1.0%ETFVery LowLittle Rock, AR2026-10-26
Cabot Wealth Management Inc
200,302$7.3M0.7%CoreMediumBeverly, MA2026-11-05
Cliftonlarsonallen Wealth Advisors, LLC
197,935$7.2M0.1%ETFLowMinneapolis, MN2026-10-14
Ackerman Capital Advisors, LLC
196,787$7.2M1.4%ETFLowDallas, TX2026-10-30
Plancorp, LLC
196,639$6.7M0.2%ETFLowSaint Louis, MO2026-11-03
WBH Advisory Inc
195,880$7.1M0.5%ETFLowBaltimore, MD2026-11-05
Strid Group, LLC
195,343$7.1M0.8%ETFLowNewtown Square, PA2026-10-28
Kestra Advisory Services, LLC
186,385$6.8M0.0%CoreLowAustin, TX2026-11-02
Guardian Financial Partners, LLC
178,373$6.5M2.5%ETFLowOrange, CA2026-11-04
Johnson Financial Group, LLC
177,631$6.5M0.3%ETFLowDenver, CO2026-11-03
Perigon Wealth Management, LLC
176,198$6.4M0.1%GrowthLowSan Francisco, CA2026-10-22
Bangor Savings Bank
175,406$6.4M0.5%ETFLowBangor, ME2026-10-06
Wakefield Asset Management Lllp
166,516$6.1M1.4%ValueMediumEnglewood, CO2026-11-05
Parallel Advisors, LLC
160,234$5.8M0.1%IndexLowSan Francisco, CA2026-11-03
Patriot Investment Management Group, Inc.
155,535$5.7M0.3%ETFVery LowKnoxville, TN2026-10-15
Prota Financial, LLC
152,541$5.5M3.5%ETFMediumHouston, TX2026-10-08
Blue Sky Capital Consultants Group, Inc.
146,621$5.3M2.2%GrowthMediumPoway, CA2026-10-13
JFS Wealth Advisors, LLC
146,511$5.3M0.3%ETFVery LowHermitage, PA2026-11-03
CFG Wealth Management Services, Inc.
144,996$5.3M4.8%ETFLowIndianapolis, XX2026-10-21
Kohmann Bosshard Financial Services, LLC
139,841$5.1M0.4%ETFLowFairlawn, OH2026-11-04
Nikulski Financial, Inc.
139,745$5.1M1.1%GrowthMediumBettendorf, IA2026-11-06
Adamsbrown Wealth Consultants LLC
139,080$5.1M0.9%ETFLowWichita, KS2026-10-20
Diversified Enterprises, LLC
137,999$5.0M0.2%ETFVery LowWilmington, DE2026-10-19
Apollon Wealth Management, LLC
136,958$5.0M0.1%GrowthLowMount Pleasant, SC2026-10-23
Creekside Partners
132,681$4.8M1.8%ETFVery LowPetaluma, CA2026-11-04
White & Co Financial Planning Inc
132,120$4.4M2.9%ETFVery LowSunnyside, WA2026-10-16
Gleason Group, Inc.
132,055$4.8M0.4%ETFVery LowProspect, KY2026-10-15
Christensen, King & Associates Investment Services, Inc.
130,600$4.8M1.7%ETFVery LowRichland, WA2026-10-22
TPG Advisors LLC
128,273$4.7M2.5%ETFVery LowNorthfield, IL2026-10-16
Marotta Asset Management
126,952$4.6M0.8%ETFLowCharlottesville, VA2026-10-02
Cape Investment Advisory, Inc.
123,291$4.5M1.2%ETFLowMcdonough, GA2026-10-13
Bishop & Co Investment Management, LLC
121,258$4.4M1.4%ETFLowErie, PA2026-11-05
Seek First Inc.
121,127$4.4M2.8%ETFLowCampbell, CA2026-10-27
Arnold Financial Planning LLC
118,793$4.3M3.0%ETFVery LowHiawatha, IA2026-10-20
Sightline Wealth Advisors, LLC
116,931$4.3M2.0%ETFLowGroton, CT2026-10-21
RKL Wealth Management LLC
116,542$4.2M0.3%ETFVery LowLancaster, PA2026-10-16
ZynergyRetirementPlanningLLC
115,569$4.2M2.2%ETFVery LowRed Bank, NJ2026-10-08
Stonekeep Investments, LLC
113,320$4.1M2.4%ETFLowSante Fe, NM2026-10-15
Hamilton Capital, LLC
110,485$4.0M0.2%ETFVery LowColumbus, OH2026-10-08
Brandywine OAK Private Wealth LLC
107,721$3.9M0.3%ETFVery LowKennett Square, PA2026-10-23
Upper Left Wealth Management, LLC
105,556$3.8M2.0%ETFMediumTampa, FL2026-10-14
Myecfo, LLC
104,491$3.8M1.4%ETFVery LowLa Jolla, CA2026-10-14
North Forty Two & Co.
102,222$3.7M3.1%ETFVery LowLake Oswego, OR2026-10-19
Fidelis iM, LLC
101,938$3.7M1.2%ETFLowMedford, OR2026-10-16
Mission Wealth Management, LP
100,561$3.7M0.1%ETFLowSanta Barbara, CA2026-10-15
Kathmere Capital Management, LLC
97,589$3.6M0.2%ETFLowWayne, PA2026-10-20
BCK Partners, Inc.
96,748$3.5M1.7%ETFVery LowCorning, NY2026-10-23
Omega Financial Group, LLC
95,866$3.5M1.1%ETFVery LowSanta Barbara, CA2026-10-29
Lee Financial Co
95,863$3.5M0.4%ETFVery LowDallas, TX2026-10-16
Koesten, Hirschmann & Crabtree, Inc.
94,812$3.5M1.4%ETFVery LowOverland Park, KS2026-10-13
Curbstone Financial Management Corp
93,944$3.4M0.6%CoreLowManchester, NH2026-10-21
Citigroup Inc
91,771$3.3M0.0%CoreMediumNew York, NY2026-11-04
HB Wealth Management, LLC
91,301$3.3M0.0%IndexVery LowAtlanta, GA2026-10-23
Allen Capital Group, LLC
89,643$3.3M0.3%CoreLowGrand Island, NE2026-10-27
Pioneer Wealth Management Group
88,642$3.2M0.8%ETFLowAustin, TX2026-10-09
Soltis Investment Advisors LLC
87,724$3.2M0.1%CoreMediumSt. George, UT2026-10-28
Accurate Wealth Management, LLC
87,538$3.2M0.3%CoreMediumWesley Chapel, FL2026-10-20
Ifrah Financial Services, Inc.
84,017$3.1M0.8%ETFLowLittle Rock, AR2026-10-13
Hengehold Capital Management LLC
83,283$3.0M0.2%ETFLowCincinnati, OH2026-10-16
Williams Financial, LLC
82,199$3.0M1.5%ETFMediumNorth Bennington, VT2026-10-19
Howard Financial Services, Ltd.
80,412$2.9M0.3%ETFLowDallas, TX2026-10-15
Walkner Condon Financial Advisors LLC
77,977$2.8M0.3%ETFLowVerona, WI2026-11-02
Lodestar Private Asset Management LLC
76,918$2.8M0.2%ETFLowAlamo, CA2026-10-26
Arcataur Capital Management LLC
76,319$2.8M0.7%ETFVery LowMilwaukee, WI2026-10-21
MBE Wealth Management, LLC
76,300$2.8M1.0%ETFVery LowTomah, WI2026-10-26
Etesian Wealth Advisors, Inc.
76,101$2.8M0.8%ETFLowWest Linn, OR2026-10-27
Tortoise Investment Management, LLC
75,539$2.8M0.2%ETFLowWhite Plains, NY2026-11-06
Badgley Phelps Wealth Managers, LLC
74,581$2.7M0.0%GrowthVery LowSeattle, WA2026-10-22
CoreCap Advisors, LLC
74,363$2.7M0.1%ETFMediumSouthfield, MI2026-10-08
Smith Partners Wealth Management, LLC
70,792$2.6M1.9%ETFMediumGreensboro, NC2026-11-05
Focus Financial Network, Inc.
70,358$2.6M0.1%ETFLowMinneapolis, MN2026-10-14
Grimes & Co Wealth Management, LLC
69,486$2.5M0.1%CoreLowWestborough, MA2026-10-29
Oakwell Private Wealth Management, LLC
68,938$2.5M0.4%ETFVery LowAustin, TX2026-11-06
HUB Investment Partners, LLC
68,681$2.5M0.0%GrowthLowAustin, TX2026-11-03
Roberts Wealth Advisors, LLC
67,434$2.5M0.6%GrowthLowPalo Alto, CA2026-10-14
Integrity Alliance, Llc.
65,457$2.4M0.1%ETFMediumUrbandale, IA2026-10-29
Ritholtz Wealth Management
65,262$2.4M0.0%IndexLowNew York, NY2026-11-05
Avior Wealth Management, LLC
65,232$2.4M0.1%ETFMediumOmaha, NE2026-10-13
Blankinship & Foster, LLC
63,905$2.3M0.5%ETFVery LowSolana Beach, CA2026-10-19
Allworth Financial LP
63,375$2.3M0.0%IndexLowFolsom, CA2026-11-06
Vise Technologies, Inc.
62,346$2.3M0.0%IndexLowNew York, NY2026-10-29
Sierra Ocean, LLC
62,184$2.3M1.4%ETFLowRipon, CA2026-11-03
Brookstone Capital Management
61,603$2.2M0.0%ETFMediumWheaton, IL2026-10-22
Schneider Downs Wealth Management Advisors, LP
60,826$2.2M0.2%ETFVery LowPittsburgh, PA2026-10-27
Winthrop Capital Management, LLC
60,638$2.2M0.5%ETFLowCarmel, IN2026-11-05
Capital Investment Advisory Services, LLC
60,365$2.2M0.1%CoreMediumRaleigh, NC2026-10-30
RFG Advisory, LLC
60,087$2.2M0.0%ETFMediumBirmingham, AL2026-11-03
Fifth Third Bancorp
59,538$2.2M0.0%IndexVery LowCincinnati, OH2026-11-05
Vaquero Private Wealth, LTD
58,984$2.1M0.5%ETFN/ADallas, TX2026-10-27
West Paces Advisors Inc.
58,479$2.1M0.4%ETFLowAtlanta, GA2026-10-13
Valeo Financial Advisors, LLC
58,350$2.1M0.0%ETFLowCarmel, IN2026-10-08
Valued Wealth Advisors LLC
57,960$2.1M0.7%IndexVery LowHolladay, UT2026-11-05
James J. Burns & Company, LLC
57,355$2.1M0.2%ETFVery LowMelville, NY2026-10-22
Breakwater Investment Management
56,632$2.1M0.7%ETFLowSeattle, WA2026-10-20
FSM Wealth Advisors, LLC
56,592$2.1M0.2%ETFLowCleveland, OH2026-10-27
Thompson Investment Management, Inc.
56,403$2.1M0.2%ValueMediumMadison, WI2026-10-14
Cap Partners, LLC
56,127$2.0M0.9%ETFLowFranklin, TN2026-10-19
Lyell Wealth Management, LP
53,820$2.0M0.1%GrowthLowMenlo Park, CA2026-10-30
Phillip James Consulting Co.
53,452$1.9M1.3%ETFVery HighPlymouth, MN2026-11-03
Moneywise, Inc.
52,628$1.9M1.8%ETFMediumForest, VA2026-10-30
Tenret Co LLC
52,212$1.9M0.8%ETFVery LowTampa, FL2026-11-02
Embree Financial Group
51,104$1.9M0.2%ETFLowChicago, IL2026-10-22
James Investment Research, Inc.
51,058$1.9M0.2%CoreLowAlpha, OH2026-10-22
IFP Advisors, Inc
50,839$1.9M0.0%GrowthLowTampa, FL2026-10-16
OAK Family Advisors, LLC
50,663$1.8M0.5%CoreMediumChicago, IL2026-10-19
Foster Group, Inc.
49,906$1.8M0.0%ETFVery LowUrbandale, IA2026-10-13
Econ Financial Services Corp
48,915$1.8M0.7%YieldVery HighHarrisburg, PA2026-10-19
National Wealth Management Group, LLC
48,504$1.8M0.5%ETFMediumCincinnati, OH2026-10-26
Clay Northam Wealth Management, LLC
48,281$1.8M0.8%GrowthVery LowHuntington Beach, CA2026-10-13
Creative Financial Designs Inc
48,207$1.8M0.1%ETFMediumKokomo, IN2026-11-04
Opus Capital Group, LLC
47,790$1.7K0.0%ETFVery LowCincinnati, OH2026-10-30
Tempus Wealth Planning, LLC
47,737$1.7M0.3%ETFMediumIrvine, CA2026-10-14
Balboa Wealth Partners
47,254$1.7M0.2%Agg GrowthMediumScottsdale, AZ2026-10-20
Bailard, Inc.
46,709$1.7M0.0%GrowthMediumFoster City, CA2026-10-13
Nearside Advisors, LLC
46,589$1.7M1.2%Agg GrowthN/AIndianapolis, IN2026-10-20
Elevated Financial Group LLC
45,885$1.7M0.5%ETFMediumIndianapolis, IN2026-10-16
Noble Family Wealth, LLC
45,828$1.7M0.3%ETFVery LowClearwater, FL2026-10-26
Brighton Jones LLC
45,737$1.7M0.0%CoreVery LowSeattle, WA2026-11-03
Blue Trust, Inc.
44,712$1.6M0.0%ETFLowBrentwood, TN2026-10-15
Bell Investment Advisors, Inc
44,208$1.6M0.2%ETFVery LowOrinda, CA2026-10-29
Concurrent Investment Advisors, LLC
42,839$1.6M0.0%GrowthMediumTampa, FL2026-10-16
Wilkins Miller Wealth Management, LLC
42,784$1.6M0.9%ETFVery LowMobile, AL2026-10-13
Fairway Financial, LLC
42,481$1.5M1.0%ETFMediumCasselberry, FL2026-10-20
SeaCrest Wealth Management, LLC
41,912$1.5M0.2%GrowthLowPurchase, NY2026-10-21
Quadrant Capital Group LLC
41,501$1.5M0.0%CoreLowCincinnati, OH2026-10-20
Values Added Financial LLC
41,386$1.5M0.5%ETFLowWashington, DC2026-10-28
Armor Investment Advisors, LLC
41,107$1.5M0.5%ETFLowRaleigh, NC2026-10-27
Chicago Partners Investment Group LLC
40,538$1.4M0.0%GARPLowChicago, IL2026-10-27
PNC Financial Services Group, Inc.
40,048$1.5M0.0%GrowthVery LowPittsburgh, PA2026-11-06
Trust Point Inc.
39,468$1.4M0.1%CoreMediumLa Crosse, WI2026-10-27
Modera Wealth Management, LLC
39,373$1.4M0.0%ETFVery LowWestwood, NJ2026-10-28
AMI Investment Management Inc
39,229$1.4M0.3%ETFLowKendallville, IN2026-10-27
Financial Solutions Advisory Group, Inc.
39,025$1.4M0.2%ETFMediumChicago, IL2026-10-28
Sage Financial Group Inc
38,933$1.4M0.1%ETFVery LowW. Conshohocken, PA2026-10-27
BCS Wealth Management
38,441$1.4M0.2%ETFVery LowJohnson City, TN2026-11-03
Emerald Advisors, LLC
37,798$1.4M0.2%GrowthVery LowBellevue, WA2026-10-13
Johnson Bixby & Associates, LLC
37,501$1.4M0.1%ETFMediumVancouver, WA2026-10-14
Bond & Devick Financial Network, Inc.
37,353$1.4M0.3%ETFVery LowSt. Louis Park, MN2026-10-23
Asset Dedication, LLC
36,249$1.3M0.1%ETFLowSan Francisco, CA2026-11-03
Kellett Wealth Advisors, LLC
35,909$1.3M0.5%ETFMediumCincinnati, OH2026-10-15
Ignite Planners, LLC
35,671$1.2M0.2%CoreLowSan Clemente, CA2026-10-14
FF Advisors,LLC
35,628$1.3M0.5%ETFLowManhattan Beach, CA2026-10-21
True Private Wealth Advisors
35,458$1.3M0.1%ETFMediumSalem, OR2026-10-19
Cambridge Financial Group, LLC
35,368$1.3M0.4%ETFLowTucson, AZ2026-10-06
Ironwood Wealth Management, Llc.
35,187$1.3M0.3%ETFLowChandler, AZ2026-10-28
Armbruster Capital Management, Inc.
34,944$1.3M0.2%ETFVery LowPittsford, NY2026-10-19
Aspen Investment Management Inc
34,692$1.3K0.0%GrowthLowGrand Rapids, MI2026-11-05
L.K. Benson & Company, P.C.
33,891$1.2M0.4%YieldVery LowTimonium, MD2026-10-23
Olio Financial Planning
33,870$1.2M0.3%ETFVery LowMclean, VA2026-10-22
Global Financial Private Client, LLC
33,845$1.2M0.3%GrowthLowSarasota, FL2026-10-15
SAX Wealth Advisors, LLC
32,753$1.2M0.0%ETFVery LowParsippany, NJ2026-10-13
Sunburst Financial Group, LLC
32,536$1.2M0.2%ETFVery LowVestavia Hills, AL2026-10-09
Whitcomb & Hess, Inc.
31,843$1.2M0.2%ETFVery LowAshland, OH2026-10-07
Csenge Advisory Group
31,471$1.1M0.0%ETFMediumClearwater, FL2026-11-04
Strategic Blueprint, LLC
30,541$1.1M0.1%ETFLowAtlanta, GA2026-10-22
Navigation Wealth Management, Inc.
30,385$1.1M1.7%ETFLowFort Collins, CO2026-11-03
Park Avenue Securities LLC
29,596$1.1K0.0%ETFMediumNew York, NY2026-10-26
Merit Financial Group, LLC
29,048$1.1M0.0%ETFLowAlpharetta, GA2026-11-06
Morling Financial Advisors, LLC
28,733$1.0M0.3%ETFLowFremont, CA2026-10-28
Fearless Solutions, LLC dba Best Invest
28,536$1.0M0.5%ETFLowSan Antonio, TX2026-10-14
Apella Capital, LLC
27,836$1.0M0.0%ETFVery LowWest Hartford, CT2026-10-08
Kearns & Associates LLC
26,648$971.4K0.4%ETFVery LowPalos Verdes Estates, CA2026-10-09
FinDec Wealth Services, Inc.
26,419$963.0K1.2%ETFVery LowStockton, CA2026-10-30
Worth Asset Management, LLC
26,410$962.6K0.3%ETFHighDallas, TX2026-10-07
J. Derek Lewis & Associates Inc.
25,748$938.5K0.2%ETFLowNewport Beach, CA2026-11-03
NorthCrest Asset Manangement, LLC
25,706$933.4K0.0%GrowthLowPlymouth, MN2026-10-13
Fonville Wealth Management LLC
25,531$930.6K0.1%ETFVery LowRichmond, VA2026-10-28
Compass Financial Group, Inc
25,445$927.5K0.1%ETFVery LowSioux Falls, SD2026-10-13
Firestone Capital Management
25,404$926.0K0.2%ETFVery LowSouth Miami, FL2026-11-03
Altfest L J & Co Inc
25,175$917.6K0.1%ETFHighNew York, NY2026-10-27
Clearwater Capital Advisors, LLC
24,780$903.2K0.1%ETFLowHoffman Estates, IL2026-11-06
Everhart Financial Group, Inc.
24,508$893.3K0.1%ETFLowDublin, OH2026-10-08
Murphy, Middleton, Hinkle & Parker, Inc.
24,242$883.6K0.4%CoreVery HighThomasville, GA2026-10-15
Blue Capital, Inc.
24,192$881.8K0.5%CoreHighOmaha, NE2026-10-13
Koshinski Asset Management, Inc.
24,101$878.5K0.0%ETFLowDecatur, IL2026-10-29
Sigma Planning Corp
23,777$866.7K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Watershed Private Wealth LLC
23,428$854.0K0.2%ETFMediumOak Brook, IL2026-10-30
Murphy & Mullick Capital Management Corp
22,288$812.4K0.5%GrowthLowSmithtown, NY2026-11-02
Avant Financial Advisors LLC
22,065$804.3K0.5%ETFVery LowAustin, TX2026-11-02
FC Advisory LLC
21,952$800.1K0.2%ETFVery LowWest Chester, PA2026-10-05
Facet Wealth, Inc.
21,299$776.4K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Simplicity Wealth,LLC
21,291$776.0K0.0%ETFLowSummit, NJ2026-10-23
United Advisor Group, LLC
21,224$773.6K0.1%ETFLowCincinnati, OH2026-11-03
EverSource Wealth Advisors, LLC
21,070$768.0K0.0%CoreMediumBirmingham, AL2026-11-04
Falcon Wealth Planning
20,998$765.4K0.0%ETFVery LowOntario, CA2026-11-06
Bullock Wealth Management Group
20,912$758.5K0.3%GrowthLowBloomington, IN2026-10-09
MCF Advisors LLC
20,775$757.3K0.0%ETFLowLexington, KY2026-10-28
PDS Planning, Inc
20,425$744.5K0.0%IndexVery LowDublin, OH2026-11-03
Directional Asset Management
19,935$726.6K0.6%CoreLowArlington Heights, IL2026-10-22
Rosenberg Matthew Hamilton
19,498$710.7K0.1%ETFVery LowGrand Junction, CO2026-10-05
Signature Estate & Investment Advisors LLC
19,461$709.4K0.0%ETFMediumLos Angeles, CA2026-10-13
Portside Wealth Group, LLC
17,943$654.0K0.1%CoreMediumProvo, UT2026-10-20
First Affirmative Financial Network
17,923$653.3K0.1%CoreN/AColorado Springs, CO2026-10-21
VAN Strum & Towne Inc.
17,888$652.0K0.2%CoreVery LowSan Francisco, CA2026-11-06
Argos Wealth Advisors, LLC
17,884$651.9K0.2%GrowthLowSacramento, CA2026-11-02
Granite Islands Private Wealth, LLC
17,780$648.1K0.4%GrowthLowGuilford, CT2026-10-16
Abacus Planning Group, Inc.
17,538$639.3K0.1%ETFLowColumbia, SC2026-11-02
Reston Wealth Management LLC
17,424$635.1K0.2%ETFLowReston, VA2026-10-29
Fragasso Financial Advisors Inc
17,409$639.4K0.0%ETFLowSewickley, PA2026-10-13
3 Factor Indexing, LLC
17,309$630.9K0.5%ETFLowSacramento, CA2026-10-15
Evensky & Katz LLC
17,261$6290.0%ETFVery LowCoral Gables, FL2026-10-27
Clarity Capital Advisors, LLC
17,199$626.9K0.3%ETFVery LowLakewood Ranch, FL2026-10-27
Meridian Wealth Management, LLC
17,069$622.2K0.0%GrowthLowLexington, KY2026-11-05
Cherry Tree Wealth Management, LLC
16,864$614.7K0.1%ETFVery LowMinnetonka, MN2026-10-15
River's Edge Wealth Management, LLC
16,791$599.4K0.5%ETFVery LowBeaver, PA2026-10-19
Curtis Advisory Group, LLC
16,734$610.0K0.1%ETFLowSanta Barbara, CA2026-10-28
ACT Wealth Management, LLC
16,543$603.0K0.2%ETFVery LowPlano, TX2026-10-09
Elser Financial Planning, Inc
16,509$601.8K0.0%GARPLowIndianapolis, IN2026-10-16
Blue Bell Private Wealth Management, LLC
16,506$601.6K0.1%YieldVery LowBlue Bell, PA2026-10-29
International Assets Investment Management, LLC
16,444$596.4K0.0%CoreVery HighOrlando, FL2026-11-02
OFS Enterprise LLC
16,397$597.7K0.2%ETFVery LowKearney, NE2026-10-16
Valley Forge Investment Consultants Inc ADV
16,391$597.5K0.1%ETFVery LowAudubon, PA2026-11-03
Acropolis Investment Management, LLC
16,315$594.7K0.0%ETFLowSt. Louis, MO2026-10-08
Axxcess Wealth Management, LLC
16,168$589.3K0.0%CoreLowCarlsbad, CA2026-10-21
Amicus Financial Advisors, LLC
16,119$587.5K0.2%ETFLowLubbock, TX2026-11-03
Robinswood Financial LLC
16,055$572.7K0.2%ETFVery LowKirkland, WA2026-10-20
Blossom Wealth Management
15,984$582.6K0.8%GrowthLowSan Ramon, Ca, CA2026-11-03
Elwood & Goetz Wealth Advisory Group, LLC
15,726$573.2K0.1%ETFLowAthens, GA2026-10-28
Lido Advisors, LLC
15,579$567.9K0.0%GrowthLowLos Angeles, CA2026-11-04
Abound Wealth Management
15,509$565.3K0.1%ETFVery LowFranklin, TN2026-10-26
WealthPlan Investment Management, LLC
15,281$557.0K0.0%GrowthMediumOmaha, NE2026-10-15
SYM Financial Corp
15,143$552.0K0.0%ETFVery LowWinona Lake, IN2026-10-26
Cdkv Holdings LLC
14,859$541.6K0.4%ETFMediumDenver, CO2026-10-28
McKinley Carter Wealth Services, Inc.
14,836$540.8K0.0%ETFMediumWheeling, WV2026-10-16
Choreo, LLC
14,718$536.5K0.0%IndexLowRockford, IL2026-10-28
Sheets Smith Wealth Management
14,665$534.6K0.1%CoreLowWinston-Salem, NC2026-10-16
Thrive Wealth Management, LLC
14,643$533.7K0.1%ETFVery LowAudubon, PA2026-10-13
Salem Investment Counselors Inc
14,577$531.3K0.0%GrowthVery LowWinston-Salem, NC2026-10-13
Evermay Wealth Management LLC
14,560$530.7K0.1%ETFLowArlington, VA2026-11-05
Cornerstone Wealth Group, LLC
14,528$529.6K0.0%CoreMediumHuntersville, NC2026-11-02
Diversified Portfolios, Inc.
14,519$529.2K0.0%ETFLowBloomfield Hills, MI2026-11-04
Y-Intercept (Hong Kong) Ltd
14,471$527.5K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Alpha Omega Wealth Management LLC
14,449$526.7K0.1%ValueLowRichmond, VA2026-10-23
Appleton Partners Inc
14,237$5190.0%GrowthLowBoston, MA2026-10-30
Hardin Capital Partners, LLC
14,163$516.3K0.3%YieldVery LowGreenville, SC2026-10-09
Gradient Capital Advisors, LLC
14,123$514.8K0.1%ETFLowSan Diego, CA2026-10-21
Fiduciary Alliance LLC
13,935$507.9K0.0%CoreMediumGreenville, SC2026-10-13
Birchwood Financial Partners, Inc.
13,915$507.2K0.4%ETFVery LowBloomington, MN2026-11-02
Busey Bank
13,764$501.7K0.0%GrowthVery LowUrbana, IL2026-10-26
Evanson Financial, LLC
13,547$493.8K0.0%ETFN/AMclean, VA2026-10-23
Balefire, LLC
13,511$492.5K0.1%ETFMediumDallas, TX2026-10-09
Pflug Koory, LLC
13,510$492.4K0.2%CoreVery LowOmaha, NE2026-10-26
Bourgeon Capital Management LLC
13,498$492.0K0.1%CoreMediumDarien, CT2026-10-19
XY Planning Network, Inc.
13,495$491.9K0.1%ETFLowBozeman, MT2026-10-14
Retirement Planning Group, LLC
13,481$491.4K0.0%ETFVery LowLeawood, KS2026-10-19
Keeler & Nadler Financial Planning & Wealth Management
13,470$491.0K0.1%ETFLowDublin, OH2026-10-28
Sterling Financial Planning, Inc.
13,414$488.9K0.1%ETFVery LowSparta, NJ2026-10-28
Yoffe Investment Management, LLC
13,228$482.2K0.6%CoreVery LowLemoyne, PA2026-11-02
Livet Wealth, LLC
13,112$477.9K0.3%ETFLowSpanish Fork, UT2026-10-27
Grey Ledge Advisors, LLC
12,713$463.4K0.1%CoreLowGuilford, CT2026-11-02
Sunesis Advisors, LLC
12,698$462.8K0.2%ETFLowOverland Park, KS2026-10-26
Evolution Advisers, Inc.
12,693$459.2K0.2%ETFVery LowRichmond, VA2026-11-06
Apeiron RIA LLC
12,684$460.0K0.1%ETFMediumDallas, TX2026-10-08
Warwick Investment Management, Inc.
12,618$459.9K0.1%ETFLowBryan, TX2026-10-19
SWS Partners
12,531$456.8K0.1%GrowthMediumColumbus, OH2026-10-26
Trek Financial, LLC
12,530$456.7K0.0%ETFHighScottsdale, AZ2026-10-29
Cassaday & Co Wealth Management LLC
12,439$453.4K0.0%ETFVery LowMclean, VA2026-10-27
Cooke Wealth Management, LLC
12,434$453.2K0.4%ETFVery LowIrvine, CA2026-10-13
AdvisorNet Financial, Inc
12,413$449.1K0.0%ETFLowMinnetonka, MN2026-10-15
PFG Advisors
12,263$447.0K0.0%ETFMediumPhoenix, AZ2026-10-16
Sachem Hill LLC
11,490$418.8K0.1%ETFVery LowDenver, CO2026-10-14
Long Island Wealth Management, Inc.
11,279$411.1K0.2%ETFLowMelville, NY2026-10-20
First Growth Capital LLC
11,062$403.2K0.3%GrowthLowPikesville, MD2026-10-15
Old National Bancorp
10,985$400.4K0.0%CoreLowEvansville, IN2026-10-20
Capital Investment Advisors, LLC
10,975$400.0K0.0%CoreLowAtlanta, GA2026-10-22
Compound Planning, Inc.
10,921$398.1K0.0%CoreLowNew York, NY2026-11-05
Dynamic Advisor Solutions LLC
10,897$397.2K0.0%ETFLowPhoenix, AZ2026-10-13
J.W. Cole Advisors, Inc.
10,695$389.8K0.0%IndexLowTampa, FL2026-11-05
Bfsg, LLC
10,602$386.4K0.0%CoreLowIrvine, CA2026-10-30
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
10,583$385.8K0.0%ETFMediumWestlake, OH2026-10-14
Sigma Investment Counselors Inc
10,500$382.7K0.0%ETFLowNorthville, MI2026-10-27
Golden State Wealth Management, LLC
10,449$380.9K0.0%ETFMediumSanta Ana, CA2026-11-02
Ethic Inc.
10,328$376.5K0.0%CoreLowNew York, NY2026-11-03
Capital Advisors, Ltd. LLC
10,310$3760.0%ETFLowShaker Heights, OH2026-10-27
Motive Wealth Advisors
10,301$375.5K0.2%ETFVery LowBirmingham, MI2026-10-26
Evergreen Capital Management LLC
10,102$368.2K0.0%GARPMediumBellevue, WA2026-10-23
MJT & Associates Financial Advisory Group, Inc.
10,073$367.2K0.2%ETFLowMontevideo, MN2026-10-07
Sovran Advisors, LLC
10,026$349.0K0.0%ETFMediumSan Diego, CA2026-11-02
Signaturefd, LLC
9,968$363.3K0.0%IndexLowAtlanta, GA2026-10-23
Schaeffer Financial LLC
9,956$362.9K0.3%ETFLowRockville, MD2026-10-23
PKS Advisory Services, LLC
9,942$360.5K0.1%ETFMediumAlbany, NY2026-10-26
Root Financial Partners, LLC
9,863$359.5K0.0%ETFMediumEncinitas, CA2026-10-21
ETF Store, Inc.
9,782$356.5K0.3%ETFVery LowOverland Park, KS2026-10-19
Global Strategic Investment Solutions, LLC
9,782$356.6K0.0%ETFLowScottsdale, AZ2026-10-16
Gilpin Wealth Management, LLC
9,760$355.8K0.2%GrowthLowDenver, CO2026-10-09
Bensler, LLC
9,755$355.6K0.0%MomentumMediumBellevue, WA2026-11-05
Richardson Capital Management LLC
9,603$350.0K0.1%ETFLowMenomonee Falls, WI2026-10-23
Warner Financial, Inc
9,472$345.3K0.1%ETFVery LowBethesda, MD2026-11-06
Summit Financial Strategies, Inc.
9,153$333.6K0.0%ETFLowColumbus, OH2026-10-14
RCW Management, LLC
9,119$332.4K0.3%ETFVery LowJacksonville, FL2026-10-30
Washington Trust Advisors, Inc.
9,089$331.3K0.0%GrowthLowWellesley, MA2026-10-22
Larson Financial Group LLC
9,065$330.4K0.0%GrowthLowSt Louis, MO2026-11-05
Twele Capital Management, Inc.
9,064$330.4K0.1%ETFVery LowMinnetonka, MN2026-10-13
Moneco Advisors, LLC
9,033$329.3K0.0%ETFLowFairfield, CT2026-11-05
Riversedge Advisors, LLC
8,986$327.5K0.0%ETFMediumWilmington, DE2026-10-09
Sterling Investment Management, LLC
8,761$319.3K0.2%CoreMediumTucson, AZ2026-10-16
Downshift Financial, LLC
8,678$316.3K0.1%ETFLowBoulder, CO2026-10-13
Kingswood Wealth Advisors, LLC
8,660$315.7K0.0%GrowthLowSan Diego, CA2026-10-23
Successful Portfolios LLC
8,652$322.4K0.1%CoreVery LowClearwater, FL2026-10-09
Glaxis Capital Management, LLC
8,588$313.0K0.7%GARPVery HighSarasota, FL2026-11-02
Ejmk Ventures LLC
8,584$312.9K0.1%GrowthMediumItasca, IL2026-10-21
Castleview Partners, LLC
8,582$312.8K0.1%CoreMediumDallas, TX2026-10-09
Great Waters Wealth Management
8,479$309.0K0.0%ETFVery LowShoreview, MN2026-10-07
Peterson Wealth Advisors, LLC
8,436$307.5K0.0%ETFLowOrem, UT2026-10-08
Flower City Capital
8,388$305.8K0.1%ETFVery LowPittsford, NY2026-10-15
Carnegie Investment Counsel
8,388$305.7K0.0%CoreLowPepper Pike, OH2026-10-20
Elite Life Management LLC
8,359$279.4K0.3%ETFVery LowErie, PA2026-11-06
Planned Solutions, Inc.
8,275$301.6K0.1%ETFLowFolsom, CA2026-10-19
Daytona Street Capital LLC
8,226$306.2K0.2%Deep ValueMediumSaint Louis, MO2026-10-15
WealthPLAN Partners, LLC
8,181$298.2K0.1%CoreMediumOmaha, NE2026-10-15
Wedbush Securities Inc
8,177$2980.0%CoreLowPasadena, CA2026-10-22
Sage Rhino Capital LLC
8,160$297.4K0.0%ETFLowMenlo Park, CA2026-10-28
Voisard Asset Management Group, Inc.
8,099$295.2K0.1%ETFLowGrand Rapids, MI2026-10-13
Pine Haven Investment Counsel, Inc
8,072$294.2K0.2%CoreVery LowFairhaven, MA2026-11-02
CWA Asset Management Group, LLC
8,019$292.3K0.0%CoreMediumNaples, FL2026-10-19
Snider Financial Group
7,874$287.0K0.1%GrowthLowBellevue, WA2026-10-16
StoneX Group Inc.
7,738$282.6K0.0%ETFMediumNew York, NY2026-11-03
Richard P Slaughter Associates Inc
7,713$281.1K0.1%ETFMediumAustin, TX2026-10-13
YHB Investment Advisors, Inc.
7,666$279.4K0.0%GrowthLowWest Hartford, CT2026-10-08
SLT Holdings LLC
7,655$279.0K0.2%GrowthMediumScottsdale, AZ2026-10-15
Forum Financial Management, LP
7,639$278.4K0.0%ETFLowLombard, IL2026-10-16
Factor Wealth Management LTD
7,635$278.3K0.0%ETFLowChicago, IL2026-10-08
Joseph P. Lucia & Associates, LLC
7,620$277.7K0.1%ETFVery LowYorktown Heights, NY2026-10-30
True Freedom Investing, LLC
7,572$276.0K0.0%CoreHighCoeur D'Alene, ID2026-10-29
Pinkerton Wealth, LLC
7,561$275.6K0.0%CoreHighCoeur D Alene, ID2026-10-29
Stirlingshire Investments, Inc.
7,558$275.5K0.2%ETFMediumNew York, NY2026-11-05
Integrity Wealth Partners, LLC
7,421$270.5K0.2%ETFN/AWalnut Creek, CA2026-10-14
Highline Wealth Partners LLC
7,349$267.9K0.1%ETFMediumSherman Oaks, CA2026-10-19
Private Trust Co NA
7,340$267.5K0.0%CoreLowCleveland, OH2026-10-20
DBK Financial Counsel, LLC
7,249$264.2K0.2%ETFVery LowCuyahoga Falls, OH2026-10-13
Stone Summit Wealth LLC
7,180$261.7K0.1%ETFLowMiami, FL2026-10-14
UMB Bank, n.a.
7,146$260.5K0.0%CoreLowKansas City, MO2026-11-06
Avidian Wealth Enterprises, LLC
7,113$259.3K0.0%ETFLowHouston, TX2026-10-08
Pittenger & Anderson Inc
7,098$258.7K0.0%CoreLowLincoln, NE2026-11-02
Chapman Financial Group, LLC
7,047$256.9K0.2%CoreVery LowHonolulu, HI2026-10-26
RHS Financial, LLC
6,992$254.9K0.1%ETFMediumSan Francisco, CA2026-10-13
Emergent Wealth Advisors, LLC
6,991$254.8K0.1%ETFMediumWilliamsville, NY2026-10-09
Ascentis Independent Advisors
6,958$253.6K0.0%ETFLowDallas, TX2026-11-03
Liberty Capital Management, Inc.
6,919$252.2K0.0%CoreVery LowBirmingham, MI2026-11-02
D.A. Davidson & Co.
6,836$249.2K0.0%CoreLowGreat Falls, MT2026-10-28
Kestra Private Wealth Services, LLC
6,799$247.8K0.0%GrowthLowAustin, TX2026-11-06
Focused Wealth Management, Inc
6,789$247.5K0.0%ETFLowNewburgh, NY2026-10-30
Wealthcare Advisory Partners LLC
6,777$247.0K0.0%ETFLowWest Chester, PA2026-10-21
Cypress Wealth Services, LLC
6,621$246.6K0.0%ETFLowPalm Desert, CA2026-10-21
Sterling Investment Advisors, Ltd.
6,596$240.4K0.0%GrowthLowBerwyn, PA2026-10-27
Vilga Financial Planning LLC
6,571$239.5K0.1%ETFVery LowFair Lawn, NJ2026-10-09
Compass Financial Management LLC
6,564$239.3K0.0%CoreN/ATampa, FL2026-10-30
Fisher Asset Management, LLC
6,482$236.3K0.0%CoreLowPlano, TX2026-11-06
Washington Trust Co
6,400$233.3K0.0%GrowthVery LowWesterly, RI2026-10-22
Athena Wealth Management, LLC
6,374$232.3K0.2%GARPMediumReno, NV2026-10-09
Pacific Asset Management, LLC
6,320$230.4K0.1%ETFVery LowGig Harbor, WA2026-10-15
Private Wealth Management Group, LLC
6,295$229.5K0.1%ETFLowPrinceton, NJ2026-10-19
Owl Creek Wealth Partners LLC
6,290$229.3K0.1%IndexLowGreenwood Village, CO2026-10-20
Parkshore Wealth Management, Inc.
6,284$229.0K0.1%ETFLowGranite Bay, CA2026-10-13
Avantax Planning Partners, Inc.
6,243$227.5K0.0%ETFLowDubuque, IA2026-11-03
Guardian Wealth Advisors, LLC
6,232$217.9K0.1%ETFVery LowSt Louis Park, MN2026-10-30
Unique Wealth, LLC
6,214$226.5K0.0%ETFMediumTampa, FL2026-10-16
Roffman Miller Associates Inc
6,208$226.3K0.0%CoreVery LowPhiladelphia, PA2026-10-19
Fell Capital Management
6,200$226.0K0.2%CoreLowNewport Beach, CA2026-10-09
Clearstead Advisors, LLC
6,158$224.5K0.0%ETFLowCleveland, OH2026-11-06
Diversify Advisory Services, LLC
6,128$221.5K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
6,128$221.5K0.0%GrowthMediumSandy, UT2026-10-20
Forvis Mazars Wealth Advisors, LLC
6,119$223.0K0.0%ETFVery LowSpringfield, MO2026-10-13
Peak Financial Management, Inc.
6,065$221.1K0.1%ETFVery LowWellesley, MA2026-10-16
CRA Financial Services, LLC
5,991$218.4K0.0%ETFVery LowNorthfield, NJ2026-10-16
Simon Quick Advisors, LLC
5,966$217.5K0.0%ETFLowMorristown, NJ2026-10-26
Quadrant Private Wealth Management, LLC
5,933$216.3K0.0%GrowthLowCenter Valley, PA2026-11-04
Market Street Wealth Management Advisors LLC
5,911$215.5K0.0%ETFMediumIndianapolis, IN2026-10-09
Ironwood Financial, llc
5,883$214.4K0.0%ETFLowTucson, AZ2026-10-20
BXM Wealth LLC
5,852$213.3K0.1%GrowthLowEnglewood, CO2026-11-03
Tannin Capital LLC
5,799$211.4K0.2%CoreMediumCharlotte, NC2026-11-05
MLG Wealth Management DBA Pine Grove Financial Group
5,707$208.0K0.0%ETFMediumWoodbury, MN2026-10-13
Shearwater Capital LLC
5,630$205.2K0.1%ETFVery LowDenver, CO2026-10-13
Venture Visionary Partners LLC
5,623$205.0K0.0%CoreLowSylvania, OH2026-10-07
Carter Financial Group, Inc.
5,583$203.5K0.1%GrowthLowBarrington, IL2026-10-21
Tactive Advisors, LLC
5,524$201.4K0.0%ETFHighJacksonville, FL2026-10-08
MBL Wealth, LLC
5,500$200.5K0.0%ETFLowCharlotte, NC2026-10-22
Carolina Wealth Advisors, LLC
5,361$195.4K0.1%YieldHighMyrtle Beach, SC2026-10-23
Dorato Capital Management
5,075$186.7K0.1%ValueVery LowDenver, CO2026-10-08
Russell Investments Group, Ltd.
5,052$184.1K0.0%CoreLowSeattle, WA2026-11-06
Versant Capital Management, Inc
5,002$182.3K0.0%GARPLowPhoenix, AZ2026-10-02
Birchbrook, Inc.
4,966$181.0K0.1%ETFLowBangor, ME2026-10-14
Ashton Thomas Private Wealth, LLC
4,947$180.3K0.0%CoreMediumScottsdale, AZ2026-11-03
Rossby Financial, LCC
4,695$171.2K0.0%ETFMediumMelbourne, FL2026-11-05
Pinnacle Bancorp, Inc.
4,147$151.2K0.0%CoreVery LowBeatrice, NE2026-10-21
TD Private Client Wealth LLC
4,130$150.5K0.0%ETFLowNew York, NY2026-10-28
Peterson Wealth Management
4,082$148.8K0.1%ETFMediumSparks, NV2026-11-06
William Mack & Associates, Inc.
3,907$142.4K0.0%ETFLowTroy, MI2026-10-27
Madden Securities Corp
3,748$136.6K0.0%GrowthMediumDallas, TX2026-10-27
Latitude Advisors, LLC
3,531$128.7K0.0%ETFLowYorkville, IL2026-10-27
Sima Wealth Partners, LLC
3,394$123.7K0.1%ETFVery LowRichmond, VA2026-10-19
Assetmark, Inc
3,330$121.4K0.0%ETFLowConcord, CA2026-10-21
Financial Management Professionals, Inc.
2,984$108.8K0.0%ETFMediumAustin, TX2026-10-23
Fairway Wealth LLC
2,958$107.8K0.0%ETFLowIndependence, OH2026-10-30
Comprehensive Financial Planning, Inc.
2,884$105.1K0.1%Agg GrowthLowEast Petersburg, PA2026-10-27
Glass Jacobson Investment Advisors llc
2,874$104.8K0.0%ETFLowOwings Mills, MD2026-10-26
GS Investments, Inc.
2,705$98.6K0.1%CoreVery LowEagan, MN2026-11-05
Parkside Financial Bank & Trust
2,681$97.7K0.0%CoreVery LowSaint Louis, MO2026-10-27
MeadowBrook Investment Advisors LLC
2,655$92.8K0.1%CoreLowLivonia, MI2026-10-29
McCarley & Cook Financial Planners
2,540$92.6K0.1%ETFLowCincinnati, OH2026-10-21
Newton One Investments LLC
2,498$91.0K0.0%ETFVery LowNewark, DE2026-10-14
Ashton Thomas Securities, LLC
2,389$87.1K0.0%ETFMediumRochester, NY2026-10-26
Prudent Man Investment Management, Inc.
2,371$86.4K0.0%ETFVery LowLouisville, CO2026-11-03
Hazlett, Burt & Watson, Inc.
2,316$850.0%CoreVery LowWheeling, WV2026-11-04
Signature Resources Capital Management, LLC
2,184$79.6K0.0%ETFLowNewport Beach, CA2026-10-16
Bayban
2,032$73.7K0.1%ValueLowBayport, MN2026-11-05
Triumph Capital Management
2,010$73.3K0.0%ETFMediumDenver, CO2026-10-14
Burk Holdings LLC
1,991$72.6K0.0%ETFVery LowTulsa, OK2026-11-05
Ascentis Wealth Management, LLC
1,974$72.0K0.0%Agg GrowthLowDallas, TX2026-11-03
Clayton Financial Group LLC
1,936$70.6K0.0%ETFLowSt. Louis, MO2026-10-13
Piscataqua Savings Bank
1,925$70.2K0.0%CoreVery LowPortsmouth, NH2026-10-21
Hurley Capital, LLC
1,786$65.1K0.0%GARPMediumNew York, NY2026-11-05
Activest Wealth Management
1,642$59.8K0.0%ETFLowAventura, FL2026-10-15
Phillips Financial Management, LLC
1,558$56.8K0.0%ETFVery LowFort Wayne, IN2026-10-19
Pinnacle Wealth Planning Services, Inc.
1,505$54.9K0.0%GARPLowMansfield, OH2026-10-27
Tompkins Financial Corp
1,418$51.7K0.0%CoreLowIthaca, NY2026-10-05
Tradewinds Capital Management, LLC
1,353$49.3K0.0%ETFVery HighBellingham, WA2026-10-23
TFC Financial Management, Inc.
1,306$47.6K0.0%ETFVery LowBoston, MA2026-10-26
Joseph Group Capital Management
1,249$45.5K0.0%ETFLowColumbus, OH2026-11-04
Align Financial, LLC
1,235$45.0K0.0%ETFVery LowHermantown, MN2026-10-16
Spire Wealth Management
1,214$44.2K0.0%GrowthMediumMclean, VA2026-10-30
Nova Financial LLC
1,207$44.0K0.0%N/AN/ATucson, AZ2026-11-04
Hoey Investments, Inc
1,100$40.1K0.0%Agg GrowthLowCoatesville, PA2026-10-29
GK Wealth Management LLC
1,091$39.8K0.0%GARPVery HighReno, NV2026-10-09
Physician Wealth Advisors, Inc.
1,067$38.9K0.0%ETFMediumMidvale, UT2026-10-20
Davis Capital Management
999$36.4K0.0%CoreLowJacksonville, FL2026-10-08
Financial Consulate, Inc
936$34.1K0.0%ETFLowHunt Valley, MD2026-10-23
Morton Brown Family Wealth, LLC
891$32.5K0.0%ETFVery LowAllentown, PA2026-10-23
Lodestone Wealth Management LLC
852$31.1K0.0%CoreLowSpokane, WA2026-10-14
UMB Private Wealth Management, LLC
783$28.5K0.0%GrowthN/AKansas City, MO2026-10-19
PFS Partners, LLC
739$26.9K0.0%ETFVery LowMine Hill, NJ2026-10-21
Arlington Trust Co LLC
698$25.4K0.0%ETFMediumBirmingham, AL2026-10-20
Whipplewood Advisors, LLC
659$24.0K0.0%ETFLowLittleton, CO2026-10-20
Godsey & Gibb, Inc
659$24.0K0.0%CoreLowRichmond, VA2026-10-14
Armstrong Advisory Group, Inc
646$23.5K0.0%ETFHighNeedham, MA2026-10-09
Barnes Dennig Private Wealth Management LLC
614$22.4K0.0%CoreLowCincinnati, OH2026-10-30
Blume Capital Management, Inc.
613$22.4K0.0%CoreMediumBerkeley, CA2026-10-26
Central Trust Co
595$21.7K0.0%CoreLowJefferson City, MO2026-11-05
Atlantic Edge Private Wealth Management, LLC
592$21.6K0.0%CoreLowJacksonville, FL2026-10-20
American Capital Advisory, LLC
515$18.8K0.0%ETFLowKetchum, ID2026-10-28
Gables Capital Management Inc.
500$18.2K0.0%GrowthVery LowMiami, FL2026-11-04
Dhjj Financial Advisors, Ltd.
466$17.0K0.0%ETFVery LowNaperville, IL2026-10-23
Gladwyn Financial Advisors, Inc.
465$16.9K0.0%ETFVery LowChantilly, VA2026-10-05
Key FInancial Inc
452$16.5K0.0%ETFLowWest Chester, PA2026-11-02
Friedenthal Financial
451$16.4K0.0%ETFHighMarlton, NJ2026-10-27
Legacy Bridge, LLC
440$16.0K0.0%GrowthVery LowWest Des Moines, IA2026-10-28
Milestone Investment Advisors LLC
423$15.4K0.0%ETFVery LowMiddleton, WI2026-11-05
Alpine Bank Wealth Management
400$14.6K0.0%ETFHighGrand Junction, CO2026-10-16
Next Level Wealth Planning, LLC
381$13.9K0.0%ETFVery LowMeridian, ID2026-10-29
Your Advocates Ltd., LLP
377$13.8K0.0%ETFLowHouston, TX2026-11-03
Wilkerson Advisory Group LLC
351$12.8K0.0%ETFMediumColumbia, MO2026-10-20
Hamilton Point Investment Advisors, LLC
345$12.6K0.0%CoreLowChapel Hill, NC2026-11-03
Fairman Group, LLC
282$10.3K0.0%ETFLowChesterbrook, PA2026-10-26
True Wealth Design, LLC
281$10.2K0.0%ETFMediumAkron, OH2026-10-13
Horrell Capital Management, Inc.
251$9.1K0.0%ValueVery LowLittle Rock, AR2026-10-08
Reap Financial Group, LLC
226$8.3K0.0%ETFLowAustin, TX2026-11-02
Kozak & Associates, Inc.
226$7.9K0.0%ETFLowHighlands Ranch, CO2026-10-29
CX Institutional
222$80.0%CoreMediumAuburn, IN2026-10-02
Vermillion Wealth Management, Inc.
202$7.4K0.0%ValueLowRosemount, MN2026-10-26
DiNuzzo Private Wealth, Inc.
200$7.3K0.0%ETFLowBeaver, PA2026-10-16
Main Street Group, LTD
192$7.0K0.0%ETFMediumGlen Allen, VA2026-10-28
Moisand Fitzgerald Tamayo, LLC
191$7.0K0.0%ETFVery LowOrlando, FL2026-10-15
Westside Investment Management, Inc.
170$6.2K0.0%GrowthLowSanta Monica, CA2026-11-02
Silver Grove Financial Group, Inc.
167$6.1K0.0%CoreMediumOrchard Park, NY2026-11-05
Rydar Equities, Inc.
164$6.0K0.0%CoreVery LowWeatherford, TX2026-10-13
Oakworth Capital, Inc.
159$5.8K0.0%ETFLowBirmingham, AL2026-10-26
Archer Investment Corp
145$5.3K0.0%CoreMediumCarmel, IN2026-11-05
First Pacific Financial
137$5.0K0.0%ETFLowVancouver, WA2026-10-14
Community Bank, N.A.
133$4.8K0.0%CoreVery LowDewitt, NY2026-11-06
Pillar Financial Advisors, LLC
111$4.0K0.0%ETFVery LowLouisville, KY2026-10-21
Atmos Advisory, LLC
109$4.0K0.0%ETFVery LowPittsburgh, PA2026-10-06
Trust Co of Toledo NA
100$3.6K0.0%GrowthVery LowHolland, OH2026-10-16
Sellwood Investment Partners LLC
85$3.1K0.0%ETFLowPortland, OR2026-11-03
Jacobi Capital Management LLC
79$2.9K0.0%CoreLowPittston, PA2026-11-05
Salomon & Ludwin, LLC
71$2.6K0.0%ETFVery LowRichmond, VA2026-10-29
Gen-Wealth Partners Inc
69$2.5K0.0%CoreLowZeeland, MI2026-11-04
Mowery & Schoenfeld Wealth Management, LLC
56$2.0K0.0%GrowthMediumLincolnshire, IL2026-10-28
Townsend Asset Management Corp
48$1.8K0.0%CoreLowRaleigh, NC2026-10-29
Financial Freedom, LLC
47$1.7K0.0%ETFLowCincinnati, OH2026-11-06
Brown, Lisle Ings, Inc.
47$1.7K0.0%CoreVery LowProvidence, RI2026-10-16
Noble Wealth Management PBC
41$1.5K0.0%YieldMediumGreenwood Village, CO2026-10-01
Maryland Capital Advisors Inc.
39$1.4K0.0%ETFVery LowChester, MD2026-10-15
Trust Co
38$1.4K0.0%ETFVery LowManhattan, KS2026-10-09
Avion Wealth
38$10.0%ETFLowThe Woodlands, TX2026-11-04
RMG Wealth Management LLC
37$1.3K0.0%ETFVery HighPlatteville, WI2026-10-26
Mosley Wealth Management
31$1.1K0.0%ETFHighAnaheim, CA2026-10-16
Redwood Park Advisors LLC
20$7300.0%ETFVery LowRedwood City, CA2026-11-02
Chilton Capital Management LLC
19$6930.0%GrowthMediumHouston, TX2026-10-28
Cordgrass Capital Advisors, LLC
15$5470.0%CoreLowRaleigh, NC2026-10-30
Harbor Investment Advisory, LLC
15$5470.0%GrowthLowLutherville, MD2026-10-13
Register Financial Advisors LLC
13$4740.0%GARPLowAtlanta, GA2026-10-23
Blueline Advisors LLC
10$3790.0%ETFLowExeter, NH2026-10-15
POM Investment Strategies, LLC
0$80.0%ETFVery HighRaleigh, NC2026-10-20
Retirement Wealth Solutions LLC
0$50.0%ETFLowMarshfield, WI2026-10-07