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Schwab Fndmntl US LRG Co ETF (FNDX)

CUSIP: 808524771 | NYSE | 1516 institutional holders

Quarters

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

Keybank National Association16,336,037
1.7% of portfolio›$514.1M
McAdam, LLC11,114,635
13.2% of portfolio›$349.8M
Signature Estate & Investment Advisors LLC8,002,111
4.4% of portfolio›$251.8M
Steele Capital Management, Inc.6,429,828
7.5% of portfolio›$202.3M
Charles Schwab Trust Co3,574,246
6.5% of portfolio›$112.5M
Bank of New York Mellon Corp3,267,139
0.0% of portfolio›$102.8M
Cambridge Investment Research Advisors, Inc.2,989,290
0.0% of portfolio›$94.1K
AlphaCore Capital LLC2,842,397
1.4% of portfolio›$89.5M
Gemmer Asset Management LLC2,676,976
5.5% of portfolio›$84.2M
Quadrant Capital Group LLC2,671,587
2.3% of portfolio›$86.5M
Davenport & Co LLC2,483,015
0.4% of portfolio›$78.1M
Reston Wealth Management LLC2,355,179
20.1% of portfolio›$74.1M
Bell Investment Advisors, Inc2,236,608
10.3% of portfolio›$70.4M
Creative Planning2,202,837
0.0% of portfolio›$69.3M
Lee Financial Co2,198,333
8.6% of portfolio›$69.2M
True North Advisors, LLC2,163,768
5.0% of portfolio›$68.1M
Prairiewood Capital, LLC2,018,681
16.1% of portfolio›$63.5M
Eagle Strategies LLC1,855,004
5.7% of portfolio›$58.4M
Cornerstone Planning Group LLC1,745,248
6.9% of portfolio›$56.1M
Tanglewood Wealth Management, Inc.1,738,525
4.5% of portfolio›$54.7M
Ashford Advisors, LLC1,732,572
11.4% of portfolio›$54.5M
Koesten, Hirschmann & Crabtree, Inc.1,663,473
21.9% of portfolio›$52.3M
Leonard Rickey Investment Advisors P.L.L.C.1,540,238
7.5% of portfolio›$48.5M
TTP Investments, Inc.1,512,077
18.9% of portfolio›$47.6M
Resonant Capital Advisors, LLC1,392,485
2.1% of portfolio›$43.8M
Commonwealth Equity Services, LLC1,130,046
0.0% of portfolio›$35.6M
PTM Wealth Management, LLC1,126,671
15.3% of portfolio›$36.1M
Richardson Capital Management LLC1,050,606
13.6% of portfolio›$33.1M
Certified Advisory Corp1,049,620
2.7% of portfolio›$33.0M
Allen Wealth Management, LLC1,047,891
16.1% of portfolio›$33.0M
First Community Trust NA1,005,298
10.5% of portfolio›$31.6M
Berman McAleer LLC973,941
3.6% of portfolio›$30.6M
Solitude Financial Services964,022
8.2% of portfolio›$30.3M
Moller Wealth Partners962,548
5.6% of portfolio›$30.3M
Wealth Forward, LLC960,309
13.7% of portfolio›$30.2M
Planned Solutions, Inc.959,263
8.3% of portfolio›$30.2M
TruNorth Capital Management, LLC958,827
4.7% of portfolio›$30.2M
CPC Advisors, LLC818,280
3.5% of portfolio›$25.8M
Firestone Capital Management765,742
4.5% of portfolio›$24.1M
Elevation Wealth Partners, LLC754,377
6.7% of portfolio›$23.7M
Your Advocates Ltd., LLP742,028
6.6% of portfolio›$23.4M
Washington Trust Advisors, Inc.737,612
1.7% of portfolio›$23.2M
Cabot Wealth Management Inc737,435
2.3% of portfolio›$23.2M
Aufman Associates Inc731,629
9.4% of portfolio›$23.0M
Pennsylvania Capital Management Inc702,670
5.3% of portfolio›$22.1M
Highline Wealth Partners LLC679,810
4.1% of portfolio›$21.4M
Envision Financial LLC661,197
9.2% of portfolio›$20.8M
Johnson Bixby & Associates, LLC644,605
2.2% of portfolio›$20.3M
VVR Holdings LLC632,864
8.2% of portfolio›$19.9M
Asset Allocation Strategies LLC624,571
2.9% of portfolio›$19.7M
Northland Capital Management LLC623,120
9.0% of portfolio›$19.6M
Strata Wealth Advisors, LLC621,984
4.6% of portfolio›$19.6M
White Pine Investment Co619,801
0.0% of portfolio›$19.5K
Keeler & Nadler Financial Planning & Wealth Management584,694
5.0% of portfolio›$18.4M
Williams Financial, LLC558,321
8.9% of portfolio›$17.6M
Sellwood Investment Partners LLC517,941
5.8% of portfolio›$16.3M
Nicholas Hoffman & Company, Llc.502,820
0.3% of portfolio›$15.8M
Equity Wealth Partners, LLC496,447
5.1% of portfolio›$15.6M
Wealth Enhancement Advisory Services, LLC488,361
0.0% of portfolio›$15.7M
Lakewood Asset Management LLC430,314
7.0% of portfolio›$13.5M
Park Avenue Securities LLC422,803
0.0% of portfolio›$13.3K
Archford Capital Strategies, LLC422,761
1.3% of portfolio›$13.3M
Cedar Point Capital Partners, LLC422,453
7.6% of portfolio›$13.3M
Sterling Financial Planning, Inc.415,377
3.6% of portfolio›$13.1M
Arcadia Investment Advisors LLC408,127
5.3% of portfolio›$12.8M
Collective Family Office LLC402,400
2.6% of portfolio›$12.7M
Alhambra Investment Management LLC392,445
5.3% of portfolio›$12.4M
Breakwater Capital Group368,368
1.4% of portfolio›$11.6M
Kestra Advisory Services, LLC368,293
0.0% of portfolio›$11.6M
Milestone Investment Advisors LLC350,841
2.4% of portfolio›$11.0M
Arlington Financial Advisors, LLC343,407
1.4% of portfolio›$10.8M
BCS Wealth Management317,023
1.8% of portfolio›$10.0M
Guardian Financial Partners, LLC309,221
3.7% of portfolio›$9.7M
Wingate Wealth Advisors, Inc.305,030
4.0% of portfolio›$9.6M
Darrow Company, Inc.295,963
3.7% of portfolio›$9.3M
RHS Financial, LLC288,838
3.1% of portfolio›$9.1M
Wilmington Savings Fund Society, FSB277,989
0.2% of portfolio›$8.7M
Quadcap Wealth Management, LLC277,093
0.8% of portfolio›$8.7M
Stillwater Wealth Management Group275,654
4.6% of portfolio›$8.7M
BIP Wealth, LLC272,995
0.2% of portfolio›$8.6M
Boyce & Associates Wealth Consulting, Inc.272,866
5.2% of portfolio›$8.6M
Novem Group267,276
0.8% of portfolio›$8.4M
Csenge Advisory Group254,488
0.3% of portfolio›$8.0M
Cowa, LLC237,780
1.8% of portfolio›$7.5M
Integrity Alliance, Llc.233,089
0.2% of portfolio›$7.3M
First Affirmative Financial Network230,445
1.6% of portfolio›$7.3M
Schmidt P J Investment Management Inc229,264
1.1% of portfolio›$7.2M
Argos Wealth Advisors, LLC228,106
1.9% of portfolio›$7.2M
Capital Advantage, Inc.227,037
0.9% of portfolio›$7.1M
IFC & Insurance Marketing, Inc.221,870
6.0% of portfolio›$7.0M
Succession Financial, Inc.218,205
6.6% of portfolio›$6.9M
Journey Advisory Group, LLC218,159
0.5% of portfolio›$6.9M
BFI Wealth Solutions, LLC216,672
4.9% of portfolio›$7.1M
Baker Ellis Asset Management LLC216,291
0.7% of portfolio›$6.8M
Lido Advisors, LLC195,157
0.0% of portfolio›$6.1M
Compass Financial Group, Inc194,607
0.7% of portfolio›$6.1M
Wilkins Miller Wealth Management, LLC190,322
3.4% of portfolio›$6.0M
RFG - Bristol Wealth Advisors, LLC190,173
1.4% of portfolio›$6.0M
Centurion Wealth Management LLC173,299
1.3% of portfolio›$5.5M
Stage Harbor Financial, LLC172,457
3.1% of portfolio›$5.4M
Verum Partners LLC171,346
0.9% of portfolio›$5.4M
Shakespeare Wealth Management, LLC168,757
1.0% of portfolio›$5.3M
Droms Strauss Advisors Inc168,707
1.2% of portfolio›$5.3M
Tempus Wealth Planning, LLC168,411
1.0% of portfolio›$5.3M
Focus Financial Network, Inc.168,118
0.2% of portfolio›$5.3M
Yanni & Associates Investment Advisors, LLC166,695
4.8% of portfolio›$5.2M
Blueprint Investment Partners LLC163,784
0.4% of portfolio›$5.2M
Blueprint Financial Advisors LLC163,784
0.6% of portfolio›$5.2M
Cathy Pareto & Associates, Inc162,659
2.9% of portfolio›$5.1M
ARQ Wealth Advisors, LLC161,323
0.6% of portfolio›$5.1M
HB Wealth Management, LLC159,156
0.0% of portfolio›$5.0M
Prospera Financial Services Inc158,404
0.1% of portfolio›$5.2M
Fortitude Family Office, LLC155,673
0.8% of portfolio›$4.9M
IFP Advisors, Inc151,117
0.1% of portfolio›$4.8M
Cidel Asset Management Inc148,877
0.2% of portfolio›$4.7M
Vise Technologies, Inc.146,838
0.0% of portfolio›$4.6M
Mission Wealth Management, LP146,107
0.1% of portfolio›$4.6M
Farther Finance Advisors, LLC142,647
0.0% of portfolio›$4.5M
Carnegie Investment Counsel141,197
0.1% of portfolio›$4.4M
Mattern Wealth Management LLC130,000
0.7% of portfolio›$4.1M
Cambridge Advisors Inc.127,291
0.7% of portfolio›$4.0M
SAX Wealth Advisors, LLC125,618
0.1% of portfolio›$4.0M
Cutler Investment Counsel LLC125,525
0.4% of portfolio›$4.0M
Lodestar Private Asset Management LLC118,549
0.3% of portfolio›$3.7M
Larson Financial Group LLC114,715
0.1% of portfolio›$3.6M
Whitener Capital Management, Inc.112,391
0.7% of portfolio›$3.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management110,274
0.0% of portfolio›$3.5M
Roof Eidam Maycock Peralta, LLC109,858
0.7% of portfolio›$3.5M
Perigon Wealth Management, LLC109,431
0.1% of portfolio›$3.4M
HUB Investment Partners, LLC107,407
0.1% of portfolio›$3.4M
Meridian Wealth Management, LLC104,678
0.1% of portfolio›$3.3M
Kings Path Partners LLC98,975
0.8% of portfolio›$3.1M
Alpha Omega Wealth Management LLC98,808
0.5% of portfolio›$3.1M
SteelPeak Wealth, LLC97,978
0.1% of portfolio›$3.1M
Avidian Wealth Enterprises, LLC95,741
0.1% of portfolio›$3.0M
Mezzasalma Advisors, LLC88,841
0.5% of portfolio›$2.5M
Briggs Wealth Management, Inc88,559
2.5% of portfolio›$2.8M
PFG Advisors86,846
0.1% of portfolio›$2.7M
Riverchase Wealth Management, LLC85,748
1.3% of portfolio›$2.7M
Curtis Advisory Group, LLC82,979
0.5% of portfolio›$2.6M
Asset Advisory Group, Inc.82,013
1.1% of portfolio›$2.6M
Truist Financial Corp80,975
0.0% of portfolio›$2.5M
R. W. Roge & Company, Inc.79,079
0.0% of portfolio›$2.5K
YHB Investment Advisors, Inc.77,941
0.2% of portfolio›$2.5M
Valeo Financial Advisors, LLC74,710
0.0% of portfolio›$2.4M
Maseco LLP72,661
0.1% of portfolio›$2.3M
Angeles Wealth Management, LLC70,728
0.1% of portfolio›$2.2M
Flagship Harbor Advisors, LLC67,857
0.1% of portfolio›$2.1M
Sheets Smith Wealth Management67,590
0.2% of portfolio›$2.1M
Go Invest LLC66,672
0.4% of portfolio›$2.1M
WealthCare Investment Partners, LLC65,871
0.5% of portfolio›$2.1M
Harbor Asset Planning, Inc.65,592
1.5% of portfolio›$2.1M
Nabity-Jensen Investment Management Inc64,971
1.2% of portfolio›$2.0M
Harbor Group, Inc.64,928
0.2% of portfolio›$2.0M
Financial Synergies Wealth Advisors, Inc.64,900
0.2% of portfolio›$2.0M
Bulwark Capital Corp63,919
1.1% of portfolio›$2.0M
Capital Investment Advisors, LLC62,635
0.0% of portfolio›$2.0M
InTrack Investment Management Inc62,287
0.9% of portfolio›$2.0M
Midland Wealth Advisors, LLC62,153
0.1% of portfolio›$2.0M
Perryman Financial Advisory Inc61,575
0.2% of portfolio›$1.9M
Kingswood Wealth Advisors, LLC61,329
0.1% of portfolio›$1.9M
Chicago Partners Investment Group LLC59,994
0.0% of portfolio›$2.0M
Directional Asset Management58,721
1.5% of portfolio›$1.8M
Citizens National Bank Trust Department56,589
0.3% of portfolio›$1.8M
Whipplewood Advisors, LLC56,575
1.2% of portfolio›$1.8M
Jacobi Capital Management LLC55,825
0.1% of portfolio›$1.8M
Gryphon Financial Partners LLC54,906
0.1% of portfolio›$1.7M
Pinnacle Wealth Planning Services, Inc.54,749
0.2% of portfolio›$1.7M
Financial Planning Hawaii, Inc.54,428
0.9% of portfolio›$1.7M
MidAtlantic Capital Management, Inc.53,149
1.0% of portfolio›$1.7M
Montag A & Associates Inc53,095
0.1% of portfolio›$1.7M
Avestar Capital, LLC52,479
0.1% of portfolio›$1.7M
Diversified Management Inc51,287
0.3% of portfolio›$1.6M
Nations Financial Group Inc,50,300
0.1% of portfolio›$1.6M
Yoder Wealth Management, Inc.49,722
0.6% of portfolio›$1.6M
Values Added Financial LLC49,704
0.6% of portfolio›$1.6M
CoreCap Advisors, LLC49,262
0.0% of portfolio›$1.6M
AMI Investment Management Inc48,309
0.3% of portfolio›$1.5M
Salem Investment Counselors Inc47,953
0.0% of portfolio›$1.5M
Parsons Capital Management Inc47,664
0.1% of portfolio›$1.5M
D.A. Davidson & Co.47,434
0.0% of portfolio›$1.5M
Birchwood Financial Partners, Inc.47,022
1.1% of portfolio›$1.5M
Apella Capital, LLC46,393
0.0% of portfolio›$1.5M
JFS Wealth Advisors, LLC45,890
0.1% of portfolio›$1.4M
Valley National Advisers Inc45,794
0.2% of portfolio›$1.4M
Signaturefd, LLC45,719
0.0% of portfolio›$1.4M
Kuhn & Co Investment Counsel45,507
0.8% of portfolio›$1.4M
McGrath & Associates, Inc.45,122
1.6% of portfolio›$1.4M
Root Financial Partners, LLC44,101
0.0% of portfolio›$1.4M
Koshinski Asset Management, Inc.43,830
0.1% of portfolio›$1.4M
Ballast Financial Advisors LLC43,739
1.3% of portfolio›$1.4M
Creative Financial Designs Inc42,723
0.1% of portfolio›$1.3M
Facet Wealth, Inc.42,583
0.0% of portfolio›$1.3M
US Bancorp \de\42,486
0.0% of portfolio›$1.3M
Foguth Wealth Management, Llc.41,344
0.1% of portfolio›$1.3M
AdvisorNet Financial, Inc41,323
0.1% of portfolio›$1.3M
Heritage Wealth Management, Inc.41,036
0.3% of portfolio›$1.3M
Beacon Financial Planning, Inc40,862
0.4% of portfolio›$1.3M
Wedmont Private Capital39,759
0.0% of portfolio›$1.3M
Compound Planning, Inc.39,192
0.0% of portfolio›$1.2M
Platt Wealth Management LLC39,097
0.0% of portfolio›$1.2K
Sage Financial Group Inc36,808
0.1% of portfolio›$1.2M
Clear Point Advisors Inc.36,575
0.8% of portfolio›$1.2M
Clarity Capital Advisors, LLC36,353
0.5% of portfolio›$1.1M
Phillips Financial Management, LLC35,627
0.1% of portfolio›$1.1M
Arbor Investment Advisors, LLC34,383
0.1% of portfolio›$1.1M
Essential Investment Partners LLC33,808
0.7% of portfolio›$1.1M
Crusonia Wealth Advisors LLC33,243
0.2% of portfolio›$1.0M
Councilor Wealth, LLC32,637
0.4% of portfolio›$1.0M
HRC Wealth Management, LLC32,375
0.4% of portfolio›$1.0M
Appleton Partners Inc31,887
0.0% of portfolio›$1.0K
KCM Investment Advisors LLC31,241
0.0% of portfolio›$983.2K
Revolve Wealth Partners, LLC31,179
0.1% of portfolio›$981.2K
Townsend Asset Management Corp31,144
0.3% of portfolio›$980.1K
Trust Point Inc.28,609
0.1% of portfolio›$900.3K
Sigma Planning Corp28,250
0.0% of portfolio›$889.0K
Monetary Solutions, Ltd28,114
0.8% of portfolio›$884.7K
Wealth Advisory Team LLC27,786
0.7% of portfolio›$874.4K
Mengis Capital Management, Inc.27,554
0.1% of portfolio›$867.1K
Integrated Advisors Network LLC26,990
0.0% of portfolio›$849.4K
L.K. Benson & Company, P.C.26,943
0.3% of portfolio›$847.9K
Clark Asset Management, LLC26,856
0.1% of portfolio›$845.2K
Evanson Financial, LLC26,442
0.0% of portfolio›$832.1K
Dynamic Advisor Solutions LLC25,919
0.0% of portfolio›$815.7K
Studio Investment Management LLC25,566
0.1% of portfolio›$804.6K
Midwest Trust Co25,295
0.0% of portfolio›$796.0K
Compass Financial Management LLC25,208
0.1% of portfolio›$793.3K
Assetmark, Inc25,002
0.0% of portfolio›$786.8K
Builder Investment Group Inc24,480
0.2% of portfolio›$770.4K
Canandaigua National Trust Co of Florida24,360
0.4% of portfolio›$766.6K
Fingerlakes Wealth Management, Inc.24,062
0.4% of portfolio›$757.2K
Axxcess Wealth Management, LLC23,918
0.0% of portfolio›$752.7K
Tactive Advisors, LLC23,487
0.2% of portfolio›$739.1K
Global Assets Advisory, LLC23,049
0.2% of portfolio›$734.7K
Plan A Wealth LLC23,017
0.3% of portfolio›$724.3K
Welch Group, LLC22,902
0.0% of portfolio›$720.7K
Flagship Wealth Advisors, LLC22,854
0.2% of portfolio›$719.2K
WealthPLAN Partners, LLC22,804
0.1% of portfolio›$717.6K
Independent Financial Group, LLC22,667
0.0% of portfolio›$713.3K
BXM Wealth LLC22,337
0.4% of portfolio›$702.9K
First National Trust Co22,186
0.0% of portfolio›$698.2K
Tenon Financial LLC22,133
0.2% of portfolio›$696.5K
Thrivent Financial for Lutherans21,769
0.0% of portfolio›$685
Schaper Benz & Wise Investment Counsel Inc21,684
0.0% of portfolio›$682.4K
Parallel Advisors, LLC21,297
0.0% of portfolio›$670.2K
Legacy Financial Strategies, LLC20,778
0.1% of portfolio›$653.9K
Chilton Capital Management LLC20,282
0.0% of portfolio›$638.3K
Summit Financial Wealth Advisors, LLC20,128
0.1% of portfolio›$633.4K
Summit Wealth Group LLC / Co20,061
0.0% of portfolio›$631.3K
Total Clarity Wealth Management, Inc.19,646
0.1% of portfolio›$618.3K
Brookstone Capital Management19,625
0.0% of portfolio›$617.6K
Dahring | Cusmano LLC19,604
0.3% of portfolio›$617.0K
J. L. Bainbridge & Co., Inc.19,131
0.0% of portfolio›$602.1K
Prime Capital Investment Advisors, LLC19,002
0.0% of portfolio›$598.0K
FSM Wealth Advisors, LLC18,996
0.1% of portfolio›$610.9K
Joel Isaacson & Co., LLC18,945
0.0% of portfolio›$596.2K
Apollon Wealth Management, LLC18,842
0.0% of portfolio›$593.0K
Smith Salley Wealth Management18,734
0.0% of portfolio›$589.6K
Mather Group, Llc.18,674
0.0% of portfolio›$587.7K
Modera Wealth Management, LLC18,662
0.0% of portfolio›$587.3K
CWA Asset Management Group, LLC18,507
0.0% of portfolio›$582.4K
Grimes & Co Wealth Management, LLC17,938
0.0% of portfolio›$564.5K
Plante Moran Financial Advisors, LLC17,776
0.0% of portfolio›$559.4K
Fund Evaluation Group, LLC17,593
0.0% of portfolio›$553.7K
Patten & Patten Inc17,433
0.0% of portfolio›$548.6K
Blake Schutter Theil Wealth Advisors, LLC17,099
0.4% of portfolio›$538.1K
Wavvest Wealth LLC16,864
0.4% of portfolio›$530.7K
Destiny Wealth Partners, LLC16,490
0.1% of portfolio›$539.2K
Abound Wealth Management16,186
0.1% of portfolio›$509.4K
Argyle Capital Partners, LLC15,713
0.3% of portfolio›$494.5K
CFS Investment Advisory Services, LLC15,691
0.0% of portfolio›$502.1K
ZWJ Investment Counsel Inc15,675
0.0% of portfolio›$493.3K
World Equity Group, Inc.15,528
0.2% of portfolio›$488.7K
Burford Brothers, Inc.15,084
0.2% of portfolio›$474.7K
Signature Equity Partners, LLC15,041
0.2% of portfolio›$473.3K
Wedbush Securities Inc14,630
0.0% of portfolio›$460
CRA Financial Services, LLC14,600
0.1% of portfolio›$459.5K
Sensenig Capital Advisors, Inc14,435
0.4% of portfolio›$454.3K
Ferguson Wellman Capital Management, Inc14,387
0.0% of portfolio›$452.8K
Wespac Advisors, LLC14,337
0.2% of portfolio›$451.2K
J.W. Cole Advisors, Inc.14,074
0.0% of portfolio›$442.9K
Evergreen Capital Management LLC14,047
0.0% of portfolio›$442.1K
Ashton Thomas Securities, LLC13,959
0.0% of portfolio›$439.3K
Marino, Stram & Associates LLC13,622
0.1% of portfolio›$428.7K
RAM Investment Partners, LLC13,600
0.1% of portfolio›$428.0K
Newman Dignan & Sheerar, Inc.13,584
0.1% of portfolio›$427.5K
ARS Wealth Advisors Group, LLC13,542
0.0% of portfolio›$426.2K
Twin Cities Retirement Group LLC13,466
0.4% of portfolio›$423.8K
Westco Advisory Services Inc13,437
0.3% of portfolio›$422.9K
Fifth Third Bancorp13,202
0.0% of portfolio›$415.5K
Weatherly Asset Management L. P.13,142
0.0% of portfolio›$413.6K
CGN Advisors LLC13,020
0.0% of portfolio›$409.7K
Brighton Jones LLC12,853
0.0% of portfolio›$404.5K
Hutchens & Kramer Investment Management Group, LLC12,844
0.1% of portfolio›$404.2K
Procyon Advisors, LLC12,804
0.0% of portfolio›$402.9K
Capital Investment Counsel, LLC12,746
0.0% of portfolio›$401.1K
Roger Wittlin Investment Advisory, LLC12,737
0.3% of portfolio›$400.9K
Concurrent Investment Advisors, LLC12,556
0.0% of portfolio›$395.1K
First Pacific Financial12,350
0.0% of portfolio›$388.7K
ATX Financial Planning, LLC12,193
0.2% of portfolio›$383.7K
Anson Capital, Inc.12,025
0.2% of portfolio›$378.4K
Courier Capital LLC11,938
0.0% of portfolio›$375.7K
SC&H Financial Advisors, Inc.11,937
0.1% of portfolio›$375.7K
MBE Wealth Management, LLC11,773
0.1% of portfolio›$370.5K
International Assets Investment Management, LLC11,729
0.0% of portfolio›$370.2K
Everhart Financial Group, Inc.11,684
0.0% of portfolio›$367.7K
Kestra Private Wealth Services, LLC11,478
0.0% of portfolio›$361.2K
Walkner Condon Financial Advisors LLC11,429
0.0% of portfolio›$359.7K
Index Fund Advisors, Inc.11,325
0.0% of portfolio›$356.4K
Diversify Wealth Management, LLC11,268
0.0% of portfolio›$367.1K
Diversify Advisory Services, LLC11,268
0.0% of portfolio›$367.1K
Creekside Partners11,202
0.1% of portfolio›$352.5K
Glass Jacobson Investment Advisors llc11,162
0.1% of portfolio›$351.3K
Elevate Wealth Advisory, Inc10,995
0.2% of portfolio›$346.0K
Westover Capital Advisors, LLC10,992
0.1% of portfolio›$345.9K
Ackerman Capital Advisors, LLC10,961
0.1% of portfolio›$344.9K
SeaCrest Wealth Management, LLC10,775
0.0% of portfolio›$339.1K
BetterWealth, LLC10,652
0.1% of portfolio›$335.2K
Quadrant Private Wealth Management, LLC10,630
0.0% of portfolio›$334.5K
Keenan, LLC10,605
0.2% of portfolio›$333.8K
Onyx Bridge Wealth Group LLC10,575
0.0% of portfolio›$332.8K
Invested Advisors10,527
0.3% of portfolio›$331.3K
Choreo, LLC10,416
0.0% of portfolio›$327.8K
Cliftonlarsonallen Wealth Advisors, LLC10,346
0.0% of portfolio›$325.6K
NovaPoint Capital, LLC10,321
0.1% of portfolio›$324.8K
Gerber Kawasaki Wealth & Investment Management10,260
0.0% of portfolio›$322.9K
Investment Planning Advisors, Inc.9,992
0.1% of portfolio›$314.4K
Noesis Capital Mangement Corp9,921
0.0% of portfolio›$312.2K
Archvest Wealth Advisors, Inc.9,861
0.2% of portfolio›$310.3K
Brown Financial Advisory9,787
0.1% of portfolio›$308.0K
Parthenon LLC9,762
0.0% of portfolio›$307.2K
Summit Asset Management, LLC9,624
0.0% of portfolio›$302.9K
Dhjj Financial Advisors, Ltd.9,617
0.1% of portfolio›$302.7K
Valley Brook Capital Group, Inc.9,582
0.2% of portfolio›$301.5K
Trilogy Capital Inc.9,501
0.0% of portfolio›$299.0K
Retiremitten Financial LLC9,490
0.1% of portfolio›$310.4K
Advocate Group LLC9,405
0.0% of portfolio›$296.0K
Strategic Blueprint, LLC9,348
0.0% of portfolio›$294.2K
Woodmont Investment Counsel LLC9,267
0.0% of portfolio›$291.6K
Aspiriant, LLC9,250
0.0% of portfolio›$291.1K
Foundation Wealth Management, LLC9,191
0.2% of portfolio›$289.3K
E&G Advisors, LLC9,126
0.1% of portfolio›$287.2K
Nova Financial LLC9,065
0.1% of portfolio›$285.3K
Sagespring Wealth Partners, LLC9,021
0.0% of portfolio›$283.9K
Forvis Mazars Wealth Advisors, LLC9,017
0.0% of portfolio›$283.8K
Integrity Investment Advisors, LLC8,960
0.1% of portfolio›$282.0K
Citizens Financial Group Inc8,921
0.0% of portfolio›$280.7K
Regions Financial Corp8,775
0.0% of portfolio›$276.1K
Americana Partners, LLC8,705
0.0% of portfolio›$273.9K
Claro Advisors Inc.8,683
0.0% of portfolio›$273.3K
Burton Enright Welch8,655
0.0% of portfolio›$272.4K
Accredited Investors Inc.8,652
0.0% of portfolio›$272.3K
Jeter Robert S II8,602
0.2% of portfolio›$278.4K
Red Mountain Financial, LLC8,589
0.2% of portfolio›$270.3K
New England Private Wealth Advisors LLC8,483
0.0% of portfolio›$267.0K
Old National Bancorp8,482
0.0% of portfolio›$266.9K
Wealthcare Advisory Partners LLC8,462
0.0% of portfolio›$266.3K
First Security Investment Management, Inc.8,427
0.2% of portfolio›$265.2K
Garde Capital, Inc.8,334
0.0% of portfolio›$262.3K
Luminvest Wealth Management LLC8,259
0.1% of portfolio›$259.9K
Avantax Planning Partners, Inc.8,258
0.0% of portfolio›$259.9K
Brooklyn FI, LLC8,230
0.0% of portfolio›$273.2K
VestGen Advisors, LLC8,108
0.0% of portfolio›$255.2K
Indivisible Partners8,054
0.0% of portfolio›$253.5K
Wealth Architects, LLC8,049
0.0% of portfolio›$253.3K
Klingman & Associates, LLC7,999
0.0% of portfolio›$251.7K
Norden Group LLC7,984
0.0% of portfolio›$251.3K
Mesirow Financial Investment Management, Inc.7,969
0.0% of portfolio›$250.8K
Retirement Planning Group, LLC7,964
0.0% of portfolio›$250.6K
Paragon Capital Management Ltd7,922
0.0% of portfolio›$249.3K
High Net Worth Advisory Group LLC7,830
0.1% of portfolio›$246.4K
JB Capital LLC7,808
0.0% of portfolio›$245.7K
Advus Financial Partners, LLC7,725
0.1% of portfolio›$243.1K
Meridian Investment Counsel Inc.7,691
0.1% of portfolio›$242.0K
Key Capital Management, Inc7,669
0.1% of portfolio›$241.3K
Palisade Asset Management, LLC7,611
0.0% of portfolio›$239.5K
Affinity Capital Advisors, LLC7,549
0.0% of portfolio›$242.8K
Foundry Financial LLC7,510
0.1% of portfolio›$236.3K
Chapin Davis, Inc.7,494
0.0% of portfolio›$235.8K
Fragasso Financial Advisors Inc7,429
0.0% of portfolio›$238.9K
Archer Investment Corp7,425
0.0% of portfolio›$233.7K
Scheeler Financial LLC7,425
0.2% of portfolio›$233.7K
Abacus Planning Group, Inc.7,320
0.0% of portfolio›$230.4K
Founders Financial Securities LLC7,131
0.0% of portfolio›$224.4K
Robertson Stephens Wealth Management, LLC7,063
0.0% of portfolio›$222.3K
Strategy Asset Managers LLC7,050
0.0% of portfolio›$221.9K
Advisor OS, LLC6,981
0.0% of portfolio›$219.7K
Stone Summit Wealth LLC6,878
0.1% of portfolio›$216.5K
Strategic Planning Group, LLC6,796
0.0% of portfolio›$213.9K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors6,783
0.0% of portfolio›$213.5K
Gateway Investment Advisers LLC6,766
0.0% of portfolio›$212.9K
Crescent Grove Advisors, LLC6,759
0.0% of portfolio›$212.7K
Gibson Capital, LLC6,742
0.0% of portfolio›$212.2K
Moneco Advisors, LLC6,739
0.0% of portfolio›$212.1K
OpenArc Corporate Advisory, LLC6,715
0.0% of portfolio›$211.3K
Mainstream Capital Management LLC6,645
0.1% of portfolio›$209.1K
Foster Victor Wealth Advisors, LLC6,521
0.0% of portfolio›$211.5K
Morton Capital Management LLC6,512
0.0% of portfolio›$204.9K
Sprinkle Financial Consultants LLC6,475
0.1% of portfolio›$203.8K
Beacon Investment Advisory Services, Inc.6,438
0.0% of portfolio›$202.6K
Godsey & Gibb, Inc6,424
0.0% of portfolio›$202.2K
RFG Advisory, LLC6,394
0.0% of portfolio›$201.2K
Central Trust Co6,022
0.0% of portfolio›$189.5K
GHP Investment Advisors, Inc.5,979
0.0% of portfolio›$188.2K
Burk Holdings LLC5,688
0.1% of portfolio›$179.0K
High Note Wealth, LLC5,561
0.0% of portfolio›$175.0K
Spire Wealth Management5,470
0.0% of portfolio›$172.1K
Breakwater Investment Management5,388
0.1% of portfolio›$169.6K
Blue Trust, Inc.5,082
0.0% of portfolio›$159.9K
Fairway Wealth LLC4,932
0.0% of portfolio›$155.2K
Activest Wealth Management4,239
0.0% of portfolio›$133.4K
Capital Investment Advisory Services, LLC4,007
0.0% of portfolio›$126.1K
Arlington Trust Co LLC3,885
0.0% of portfolio›$122.3K
Systelligence, LLC3,880
0.4% of portfolio›$2.4M
Pension & Wealth Management Advisors, Inc.3,755
0.0% of portfolio›$118.2K
Cape Investment Advisory, Inc.3,655
0.0% of portfolio›$115.0K
Ascentis Independent Advisors3,415
0.0% of portfolio›$107.5K
Fairscale Capital, LLC3,375
0.1% of portfolio›$110.4K
RMG Wealth Management LLC3,369
0.0% of portfolio›$110.1K
Harbor Investment Advisory, LLC3,360
0.0% of portfolio›$105.7K
Pinnacle Bancorp, Inc.3,320
0.0% of portfolio›$104.5K
Adirondack Trust Co3,153
0.0% of portfolio›$99.2K
Team Financial Group, LLC3,018
0.0% of portfolio›$95.0K
SYM Financial Corp2,889
0.0% of portfolio›$90.9K
Armstrong Advisory Group, Inc2,773
0.0% of portfolio›$87.3K
Hoey Investments, Inc2,586
0.0% of portfolio›$81.4K
Asset Dedication, LLC2,542
0.0% of portfolio›$80.0K
Nvwm, LLC2,502
0.0% of portfolio›$78.7K
Cdkv Holdings LLC2,373
0.1% of portfolio›$74.7K
Jnba Financial Advisors2,277
0.0% of portfolio›$71.7K
Align Financial, LLC2,266
0.0% of portfolio›$71.3K
PFS Partners, LLC2,232
0.0% of portfolio›$70.2K
Powell Investment Advisors, LLC2,217
0.0% of portfolio›$69.8K
Private Trust Co NA2,206
0.0% of portfolio›$69.4K
TD Waterhouse Canada Inc.2,205
0.0% of portfolio›$69.6K
SJS Investment Consulting Inc.2,145
0.0% of portfolio›$67.5K
Marshall & Sterling Wealth Advisors Inc.2,109
0.0% of portfolio›$66.4K
Nfsg Corp2,100
0.0% of portfolio›$66.1K
Cassaday & Co Wealth Management LLC2,084
0.0% of portfolio›$65.6K
Ashton Thomas Private Wealth, LLC2,052
0.0% of portfolio›$64.6K
First Bancorp, Inc2,026
0.0% of portfolio›$63.8K
Mogy Joel R Investment Counsel Inc1,969
0.0% of portfolio›$62.0K
McCarley & Cook Financial Planners1,968
0.0% of portfolio›$61.9K
Private Wealth Management Group, LLC1,888
0.0% of portfolio›$59.4K
Tounjian Advisory Partners, LLC1,626
0.0% of portfolio›$51.2K
Eukles Asset Management1,500
0.0% of portfolio›$47.2K
Mosley Wealth Management1,413
0.0% of portfolio›$46.0K
Key FInancial Inc1,346
0.0% of portfolio›$42.4K
Allspring Global Investments Holdings, LLC1,329
0.0% of portfolio›$42.1K
Moisand Fitzgerald Tamayo, LLC1,308
0.0% of portfolio›$41.2K
Richards, Merrill & Peterson, Inc.1,281
0.0% of portfolio›$40.3K
Citigroup Inc1,276
0.0% of portfolio›$40.2K
Downshift Financial, LLC1,221
0.0% of portfolio›$38.4K
Signature Resources Capital Management, LLC1,221
0.0% of portfolio›$38.4K
GGM Financial LLC1,171
0.0% of portfolio›$36.8K
Valued Wealth Advisors LLC1,092
0.0% of portfolio›$34.4K
Richardson Financial Services Inc.857
0.0% of portfolio›$27.0K
True Wealth Design, LLC839
0.0% of portfolio›$26.4K
Next Level Wealth Planning, LLC830
0.0% of portfolio›$26.1K
Rossby Financial, LCC829
0.0% of portfolio›$26.1K
CKW Financial Group762
0.0% of portfolio›$24
Salomon & Ludwin, LLC710
0.0% of portfolio›$22.3K
Accordant Advisory Group Inc704
0.0% of portfolio›$22.2K
Atlantic Edge Private Wealth Management, LLC699
0.0% of portfolio›$22.0K
Kozak & Associates, Inc.650
0.0% of portfolio›$21.3K
Capital Advisors, Ltd. LLC645
0.0% of portfolio›$20
Rydar Equities, Inc.639
0.0% of portfolio›$20.4K
Midwest Capital Advisors, LLC636
0.0% of portfolio›$20.0K
Pflug Koory, LLC607
0.0% of portfolio›$19.1K
Smallwood Wealth Investment Management, LLC603
0.0% of portfolio›$19.0K
Financial Consulate, Inc597
0.0% of portfolio›$18.8K
Turtle Creek Wealth Advisors, LLC555
0.0% of portfolio›$17.5K
Versant Capital Management, Inc548
0.0% of portfolio›$17.2K
CX Institutional500
0.0% of portfolio›$16
Sage Mountain Advisors LLC483
0.0% of portfolio›$15.2K
Maryland Capital Advisors Inc.460
0.0% of portfolio›$14.5K
First Command Advisory Services, Inc.446
0.0% of portfolio›$14.0K
Trust Co of Vermont431
0.0% of portfolio›$13.6K
Hazlett, Burt & Watson, Inc.402
0.0% of portfolio›$13
Cordgrass Capital Advisors, LLC382
0.0% of portfolio›$12.0K
First United Bank & Trust380
0.0% of portfolio›$12.0K
DiNuzzo Private Wealth, Inc.369
0.0% of portfolio›$11.6K
Hamilton Point Investment Advisors, LLC348
0.0% of portfolio›$11.0K
Silver Grove Financial Group, Inc.340
0.0% of portfolio›$10.7K
Murphy & Mullick Capital Management Corp312
0.0% of portfolio›$9.8K
Cherry Tree Wealth Management, LLC302
0.0% of portfolio›$9.5K
Main Street Group, LTD288
0.0% of portfolio›$9.1K
Noble Wealth Management PBC286
0.0% of portfolio›$9.0K
Westside Investment Management, Inc.238
0.0% of portfolio›$7.5K
Triumph Capital Management211
0.0% of portfolio›$6.6K
RHL Group, LLC189
0.0% of portfolio›$5.9K
Gen-Wealth Partners Inc183
0.0% of portfolio›$5.8K
Latitude Advisors, LLC169
0.0% of portfolio›$5.3K
Owl Creek Wealth Partners LLC150
0.0% of portfolio›$4.7K
Financial Management Professionals, Inc.144
0.0% of portfolio›$4.5K
Center for Financial Planning, Inc.133
0.0% of portfolio›$4.2K
Tsfg, LLC126
0.0% of portfolio›$4
Buck Wealth Strategies, LLC125
0.0% of portfolio›$3.9K
EverSource Wealth Advisors, LLC122
0.0% of portfolio›$3.9K
Avion Wealth117
0.0% of portfolio›$3
Quaker Wealth Management, LLC117
0.0% of portfolio›$3.7K
Morling Financial Advisors, LLC112
0.0% of portfolio›$3.5K
Peachtree Investment Partners, LLC89
0.0% of portfolio›$2.8K
Golden State Wealth Management, LLC77
0.0% of portfolio›$2.4K
Central Pacific Bank - Trust Division75
0.0% of portfolio›$2.4K
Bokf, NA54
0.0% of portfolio›$1.7K
Parkside Financial Bank & Trust53
0.0% of portfolio›$1.7K
Arvest Investments, Inc.15
0.0% of portfolio›$472
Prairie Wealth Advisors, Inc.0
0.2% of portfolio›$1.1M
StyleTurnoverLocationFiled
Keybank National Association
16,336,037$514.1M1.7%CoreLowBrooklyn, OH2026-11-04
McAdam, LLC
11,114,635$349.8M13.2%ETFLowPhiladelphia, PA2026-10-21
Signature Estate & Investment Advisors LLC
8,002,111$251.8M4.4%ETFMediumLos Angeles, CA2026-10-13
Steele Capital Management, Inc.
6,429,828$202.3M7.5%ETFVery LowDubuque, IA2026-11-02
Charles Schwab Trust Co
3,574,246$112.5M6.5%ETFLowHenderson, NV2026-10-15
Bank of New York Mellon Corp
3,267,139$102.8M0.0%CoreLowNew York, NY2026-11-05
Cambridge Investment Research Advisors, Inc.
2,989,290$94.1K0.0%ETFLowFairfield, IA2026-11-02
AlphaCore Capital LLC
2,842,397$89.5M1.4%ETFLowLa Jolla, CA2026-11-04
Gemmer Asset Management LLC
2,676,976$84.2M5.5%ETFLowWalnut Creek, CA2026-10-16
Quadrant Capital Group LLC
2,671,587$86.5M2.3%CoreLowCincinnati, OH2026-10-20
Davenport & Co LLC
2,483,015$78.1M0.4%CoreMediumRichmond, VA2026-10-14
Reston Wealth Management LLC
2,355,179$74.1M20.1%ETFLowReston, VA2026-10-29
Bell Investment Advisors, Inc
2,236,608$70.4M10.3%ETFVery LowOrinda, CA2026-10-29
Creative Planning
2,202,837$69.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Lee Financial Co
2,198,333$69.2M8.6%ETFVery LowDallas, TX2026-10-16
True North Advisors, LLC
2,163,768$68.1M5.0%CoreMediumDallas, TX2026-10-22
Prairiewood Capital, LLC
2,018,681$63.5M16.1%ETFVery LowFargo, ND2026-10-16
Eagle Strategies LLC
1,855,004$58.4M5.7%ETFLowNew York, NY2026-10-16
Cornerstone Planning Group LLC
1,745,248$56.1M6.9%ETFMediumFairfield, NJ2026-10-16
Tanglewood Wealth Management, Inc.
1,738,525$54.7M4.5%ETFMediumHouston, TX2026-10-23
Ashford Advisors, LLC
1,732,572$54.5M11.4%ETFVery LowPittsford, NY2026-11-02
Koesten, Hirschmann & Crabtree, Inc.
1,663,473$52.3M21.9%ETFVery LowOverland Park, KS2026-10-13
Leonard Rickey Investment Advisors P.L.L.C.
1,540,238$48.5M7.5%ETFLowYakima, WA2026-10-29
TTP Investments, Inc.
1,512,077$47.6M18.9%Agg GrowthVery HighSan Jose, CA2026-10-30
Resonant Capital Advisors, LLC
1,392,485$43.8M2.1%ETFLowMadison, WI2026-10-15
Commonwealth Equity Services, LLC
1,130,046$35.6M0.0%ETFLowWaltham, MA2026-11-02
PTM Wealth Management, LLC
1,126,671$36.1M15.3%ETFLowNorth Wales, PA2026-10-23
Richardson Capital Management LLC
1,050,606$33.1M13.6%ETFLowMenomonee Falls, WI2026-10-23
Certified Advisory Corp
1,049,620$33.0M2.7%ETFLowAltamonte Springs, FL2026-10-29
Allen Wealth Management, LLC
1,047,891$33.0M16.1%ETFMediumBoone, NC2026-10-29
First Community Trust NA
1,005,298$31.6M10.5%GrowthLowDubuque, IA2026-10-07
Berman McAleer LLC
973,941$30.6M3.6%ETFVery LowTimonium, MD2026-10-16
Solitude Financial Services
964,022$30.3M8.2%ETFVery LowCharlottesville, VA2026-10-26
Moller Wealth Partners
962,548$30.3M5.6%ETFVery LowNorthfield, IL2026-10-15
Wealth Forward, LLC
960,309$30.2M13.7%ETFMediumFargo, ND2026-10-14
Planned Solutions, Inc.
959,263$30.2M8.3%ETFLowFolsom, CA2026-10-19
TruNorth Capital Management, LLC
958,827$30.2M4.7%ETFLowKalamazoo, MI2026-10-14
CPC Advisors, LLC
818,280$25.8M3.5%ETFMediumAtlanta, GA2026-10-21
Firestone Capital Management
765,742$24.1M4.5%ETFVery LowSouth Miami, FL2026-11-03
Elevation Wealth Partners, LLC
754,377$23.7M6.7%ETFLowWalnut Creek, CA2026-10-07
Your Advocates Ltd., LLP
742,028$23.4M6.6%ETFLowHouston, TX2026-11-03
Washington Trust Advisors, Inc.
737,612$23.2M1.7%GrowthLowWellesley, MA2026-10-22
Cabot Wealth Management Inc
737,435$23.2M2.3%CoreMediumBeverly, MA2026-11-05
Aufman Associates Inc
731,629$23.0M9.4%ETFVery LowSewickley, PA2026-11-04
Pennsylvania Capital Management Inc
702,670$22.1M5.3%GrowthLowHuntingdon Valley, PA2026-11-05
Highline Wealth Partners LLC
679,810$21.4M4.1%ETFMediumSherman Oaks, CA2026-10-19
Envision Financial LLC
661,197$20.8M9.2%ETFLowBrookfield, WI2026-10-15
Johnson Bixby & Associates, LLC
644,605$20.3M2.2%ETFMediumVancouver, WA2026-10-14
VVR Holdings LLC
632,864$19.9M8.2%ETFMediumBellingham, WA2026-10-19
Asset Allocation Strategies LLC
624,571$19.7M2.9%ETFMediumFarmington, MI2026-10-20
Northland Capital Management LLC
623,120$19.6M9.0%ETFMediumVirginia, MN2026-10-15
Strata Wealth Advisors, LLC
621,984$19.6M4.6%ETFLowDallas, TX2026-10-16
White Pine Investment Co
619,801$19.5K0.0%ETFVery LowLivonia, MI2026-10-15
Keeler & Nadler Financial Planning & Wealth Management
584,694$18.4M5.0%ETFLowDublin, OH2026-10-28
Williams Financial, LLC
558,321$17.6M8.9%ETFMediumNorth Bennington, VT2026-10-19
Sellwood Investment Partners LLC
517,941$16.3M5.8%ETFLowPortland, OR2026-11-03
Nicholas Hoffman & Company, Llc.
502,820$15.8M0.3%ETFVery LowAtlanta, GA2026-10-30
Equity Wealth Partners, LLC
496,447$15.6M5.1%ETFVery LowIndependence, MO2026-10-26
Wealth Enhancement Advisory Services, LLC
488,361$15.7M0.0%CoreLowPlymouth, MN2026-10-13
Lakewood Asset Management LLC
430,314$13.5M7.0%ValueLowNaperville, IL2026-10-26
Park Avenue Securities LLC
422,803$13.3K0.0%ETFMediumNew York, NY2026-10-26
Archford Capital Strategies, LLC
422,761$13.3M1.3%GrowthMediumSwansea, IL2026-10-19
Cedar Point Capital Partners, LLC
422,453$13.3M7.6%ETFMediumCedar Rapids, IA2026-10-29
Sterling Financial Planning, Inc.
415,377$13.1M3.6%ETFVery LowSparta, NJ2026-10-28
Arcadia Investment Advisors LLC
408,127$12.8M5.3%ETFLowEagle, ID2026-10-13
Collective Family Office LLC
402,400$12.7M2.6%ETFLowYork, PA2026-10-05
Alhambra Investment Management LLC
392,445$12.4M5.3%CoreLowPalmetto Bay, FL2026-10-15
Breakwater Capital Group
368,368$11.6M1.4%ETFLowParamus, NJ2026-10-09
Kestra Advisory Services, LLC
368,293$11.6M0.0%CoreLowAustin, TX2026-11-02
Milestone Investment Advisors LLC
350,841$11.0M2.4%ETFVery LowMiddleton, WI2026-11-05
Arlington Financial Advisors, LLC
343,407$10.8M1.4%ETFMediumSanta Barbara, CA2026-10-19
BCS Wealth Management
317,023$10.0M1.8%ETFVery LowJohnson City, TN2026-11-03
Guardian Financial Partners, LLC
309,221$9.7M3.7%ETFLowOrange, CA2026-11-04
Wingate Wealth Advisors, Inc.
305,030$9.6M4.0%ETFVery LowLexington, MA2026-10-26
Darrow Company, Inc.
295,963$9.3M3.7%ETFVery LowNeedham, MA2026-10-22
RHS Financial, LLC
288,838$9.1M3.1%ETFMediumSan Francisco, CA2026-10-13
Wilmington Savings Fund Society, FSB
277,989$8.7M0.2%CoreLowWilmington, DE2026-10-23
Quadcap Wealth Management, LLC
277,093$8.7M0.8%ETFLowFrisco, TX2026-11-02
Stillwater Wealth Management Group
275,654$8.7M4.6%GrowthMediumJuno Beach, FL2026-10-21
BIP Wealth, LLC
272,995$8.6M0.2%ETFMediumAtlanta, GA2026-10-22
Boyce & Associates Wealth Consulting, Inc.
272,866$8.6M5.2%ETFMediumCedar Park, TX2026-10-14
Novem Group
267,276$8.4M0.8%ETFMediumRochester, NY2026-10-19
Csenge Advisory Group
254,488$8.0M0.3%ETFMediumClearwater, FL2026-11-04
Cowa, LLC
237,780$7.5M1.8%ETFMediumTulsa, OK2026-10-30
Integrity Alliance, Llc.
233,089$7.3M0.2%ETFMediumUrbandale, IA2026-10-29
First Affirmative Financial Network
230,445$7.3M1.6%CoreN/AColorado Springs, CO2026-10-21
Schmidt P J Investment Management Inc
229,264$7.2M1.1%GrowthVery LowCedarburg, WI2026-11-02
Argos Wealth Advisors, LLC
228,106$7.2M1.9%GrowthLowSacramento, CA2026-11-02
Capital Advantage, Inc.
227,037$7.1M0.9%ETFMediumWalnut Creek, CA2026-10-14
IFC & Insurance Marketing, Inc.
221,870$7.0M6.0%ETFHighAuburn, CA2026-10-16
Succession Financial, Inc.
218,205$6.9M6.6%ETFN/AMckinney, TX2026-10-14
Journey Advisory Group, LLC
218,159$6.9M0.5%CoreMediumCovington, KY2026-11-04
BFI Wealth Solutions, LLC
216,672$7.1M4.9%ETFLowDallas, TX2026-10-16
Baker Ellis Asset Management LLC
216,291$6.8M0.7%GARPVery LowVancouver, WA2026-10-14
Lido Advisors, LLC
195,157$6.1M0.0%GrowthLowLos Angeles, CA2026-11-04
Compass Financial Group, Inc
194,607$6.1M0.7%ETFVery LowSioux Falls, SD2026-10-13
Wilkins Miller Wealth Management, LLC
190,322$6.0M3.4%ETFVery LowMobile, AL2026-10-13
RFG - Bristol Wealth Advisors, LLC
190,173$6.0M1.4%ETFLowTaunton, MA2026-10-09
Centurion Wealth Management LLC
173,299$5.5M1.3%ETFMediumMclean, VA2026-10-13
Stage Harbor Financial, LLC
172,457$5.4M3.1%ETFVery LowWestwood, MA2026-11-03
Verum Partners LLC
171,346$5.4M0.9%ETFLowCharlotte, NC2026-10-21
Shakespeare Wealth Management, LLC
168,757$5.3M1.0%ETFMediumPewaukee, WI2026-10-28
Droms Strauss Advisors Inc
168,707$5.3M1.2%ETFLowSt. Louis, MO2026-11-03
Tempus Wealth Planning, LLC
168,411$5.3M1.0%ETFMediumIrvine, CA2026-10-14
Focus Financial Network, Inc.
168,118$5.3M0.2%ETFLowMinneapolis, MN2026-10-14
Yanni & Associates Investment Advisors, LLC
166,695$5.2M4.8%ETFVery LowWexford, PA2026-10-14
Blueprint Investment Partners LLC
163,784$5.2M0.4%ETFMediumGreensboro, NC2026-10-28
Blueprint Financial Advisors LLC
163,784$5.2M0.6%GARPMediumGreensboto, NC2026-10-28
Cathy Pareto & Associates, Inc
162,659$5.1M2.9%ETFLowCoral Gables, FL2026-10-15
ARQ Wealth Advisors, LLC
161,323$5.1M0.6%ETFLowScottsdale, AZ2026-10-29
HB Wealth Management, LLC
159,156$5.0M0.0%IndexVery LowAtlanta, GA2026-10-23
Prospera Financial Services Inc
158,404$5.2M0.1%CoreMediumDallas, TX2026-11-04
Fortitude Family Office, LLC
155,673$4.9M0.8%ETFMediumScottsdale, AZ2026-10-14
IFP Advisors, Inc
151,117$4.8M0.1%GrowthLowTampa, FL2026-10-16
Cidel Asset Management Inc
148,877$4.7M0.2%CoreMediumToronto, Australia2026-10-29
Vise Technologies, Inc.
146,838$4.6M0.0%IndexLowNew York, NY2026-10-29
Mission Wealth Management, LP
146,107$4.6M0.1%ETFLowSanta Barbara, CA2026-10-15
Farther Finance Advisors, LLC
142,647$4.5M0.0%IndexLowSan Francisco, CA2026-10-08
Carnegie Investment Counsel
141,197$4.4M0.1%CoreLowPepper Pike, OH2026-10-20
Mattern Wealth Management LLC
130,000$4.1M0.7%ETFVery LowLawrence, KS2026-11-04
Cambridge Advisors Inc.
127,291$4.0M0.7%ETFVery LowOmaha, NE2026-10-19
SAX Wealth Advisors, LLC
125,618$4.0M0.1%ETFVery LowParsippany, NJ2026-10-13
Cutler Investment Counsel LLC
125,525$4.0M0.4%CoreLowJacksonville, OR2026-10-28
Lodestar Private Asset Management LLC
118,549$3.7M0.3%ETFLowAlamo, CA2026-10-26
Larson Financial Group LLC
114,715$3.6M0.1%GrowthLowSt Louis, MO2026-11-05
Whitener Capital Management, Inc.
112,391$3.5M0.7%CoreVery LowRocky Mount, NC2026-10-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
110,274$3.5M0.0%GrowthVery LowSeattle, WA2026-10-27
Roof Eidam Maycock Peralta, LLC
109,858$3.5M0.7%ETFVery LowSan Francisco, CA2026-10-15
Perigon Wealth Management, LLC
109,431$3.4M0.1%GrowthLowSan Francisco, CA2026-10-22
HUB Investment Partners, LLC
107,407$3.4M0.1%GrowthLowAustin, TX2026-11-03
Meridian Wealth Management, LLC
104,678$3.3M0.1%GrowthLowLexington, KY2026-11-05
Kings Path Partners LLC
98,975$3.1M0.8%ETFVery LowSugar Land, TX2026-10-21
Alpha Omega Wealth Management LLC
98,808$3.1M0.5%ValueLowRichmond, VA2026-10-23
SteelPeak Wealth, LLC
97,978$3.1M0.1%GrowthHighWoodland Hills, CA2026-10-16
Avidian Wealth Enterprises, LLC
95,741$3.0M0.1%ETFLowHouston, TX2026-10-08
Mezzasalma Advisors, LLC
88,841$2.5M0.5%GrowthLowTinton Falls, NJ2026-10-14
Briggs Wealth Management, Inc
88,559$2.8M2.5%ETFLowGlastonbury, CT2026-10-26
PFG Advisors
86,846$2.7M0.1%ETFMediumPhoenix, AZ2026-10-16
Riverchase Wealth Management, LLC
85,748$2.7M1.3%ETFMediumFlower Mound, TX2026-10-28
Curtis Advisory Group, LLC
82,979$2.6M0.5%ETFLowSanta Barbara, CA2026-10-28
Asset Advisory Group, Inc.
82,013$2.6M1.1%CoreVery LowKinnelon, NJ2026-10-20
Truist Financial Corp
80,975$2.5M0.0%CoreLowCharlotte, NC2026-10-30
R. W. Roge & Company, Inc.
79,079$2.5K0.0%ETFVery LowBohemia, NY2026-11-04
YHB Investment Advisors, Inc.
77,941$2.5M0.2%GrowthLowWest Hartford, CT2026-10-08
Valeo Financial Advisors, LLC
74,710$2.4M0.0%ETFLowCarmel, IN2026-10-08
Maseco LLP
72,661$2.3M0.1%ETFVery LowLondon, United Kingdom2026-10-27
Angeles Wealth Management, LLC
70,728$2.2M0.1%ETFLowSanta Monica, CA2026-10-26
Flagship Harbor Advisors, LLC
67,857$2.1M0.1%ETFMediumBoston, MA2026-10-26
Sheets Smith Wealth Management
67,590$2.1M0.2%CoreLowWinston-Salem, NC2026-10-16
Go Invest LLC
66,672$2.1M0.4%ETFN/AWest Jordan, UT2026-10-09
WealthCare Investment Partners, LLC
65,871$2.1M0.5%ETFLowPortsmouth, RI2026-11-05
Harbor Asset Planning, Inc.
65,592$2.1M1.5%ETFVery LowBelmont, MA2026-10-23
Nabity-Jensen Investment Management Inc
64,971$2.0M1.2%ETFVery LowOmaha, NE2026-10-23
Harbor Group, Inc.
64,928$2.0M0.2%ETFVery LowBedford, NH2026-10-14
Financial Synergies Wealth Advisors, Inc.
64,900$2.0M0.2%ETFVery LowHouston, TX2026-10-16
Bulwark Capital Corp
63,919$2.0M1.1%ETFMediumFernandina Beach, FL2026-10-13
Capital Investment Advisors, LLC
62,635$2.0M0.0%CoreLowAtlanta, GA2026-10-22
InTrack Investment Management Inc
62,287$2.0M0.9%GrowthMediumSouth Burlington, VT2026-10-15
Midland Wealth Advisors, LLC
62,153$2.0M0.1%ETFLowEffingham, IL2026-10-26
Perryman Financial Advisory Inc
61,575$1.9M0.2%GrowthVery LowDallas, TX2026-10-16
Kingswood Wealth Advisors, LLC
61,329$1.9M0.1%GrowthLowSan Diego, CA2026-10-23
Chicago Partners Investment Group LLC
59,994$2.0M0.0%GARPLowChicago, IL2026-10-27
Directional Asset Management
58,721$1.8M1.5%CoreLowArlington Heights, IL2026-10-22
Citizens National Bank Trust Department
56,589$1.8M0.3%CoreVery LowMeridian, MS2026-11-04
Whipplewood Advisors, LLC
56,575$1.8M1.2%ETFLowLittleton, CO2026-10-20
Jacobi Capital Management LLC
55,825$1.8M0.1%CoreLowPittston, PA2026-11-05
Gryphon Financial Partners LLC
54,906$1.7M0.1%IndexLowColumbus, OH2026-11-04
Pinnacle Wealth Planning Services, Inc.
54,749$1.7M0.2%GARPLowMansfield, OH2026-10-27
Financial Planning Hawaii, Inc.
54,428$1.7M0.9%CoreVery LowHonolulu, HI2026-10-13
MidAtlantic Capital Management, Inc.
53,149$1.7M1.0%ETFVery LowRichmond, VA2026-11-05
Montag A & Associates Inc
53,095$1.7M0.1%CoreLowAtlanta, GA2026-10-29
Avestar Capital, LLC
52,479$1.7M0.1%GrowthLowNew York, NY2026-10-28
Diversified Management Inc
51,287$1.6M0.3%CoreVery LowMilwaukee, WI2026-10-08
Nations Financial Group Inc,
50,300$1.6M0.1%CoreLowCedar Rapids, IA2026-11-05
Yoder Wealth Management, Inc.
49,722$1.6M0.6%ETFLowWalnut Creek, CA2026-10-13
Values Added Financial LLC
49,704$1.6M0.6%ETFLowWashington, DC2026-10-28
CoreCap Advisors, LLC
49,262$1.6M0.0%ETFMediumSouthfield, MI2026-10-08
AMI Investment Management Inc
48,309$1.5M0.3%ETFLowKendallville, IN2026-10-27
Salem Investment Counselors Inc
47,953$1.5M0.0%GrowthVery LowWinston-Salem, NC2026-10-13
Parsons Capital Management Inc
47,664$1.5M0.1%CoreLowProvidence, RI2026-10-28
D.A. Davidson & Co.
47,434$1.5M0.0%CoreLowGreat Falls, MT2026-10-28
Birchwood Financial Partners, Inc.
47,022$1.5M1.1%ETFVery LowBloomington, MN2026-11-02
Apella Capital, LLC
46,393$1.5M0.0%ETFVery LowWest Hartford, CT2026-10-08
JFS Wealth Advisors, LLC
45,890$1.4M0.1%ETFVery LowHermitage, PA2026-11-03
Valley National Advisers Inc
45,794$1.4M0.2%ETFLowBethlehem, PA2026-10-23
Signaturefd, LLC
45,719$1.4M0.0%IndexLowAtlanta, GA2026-10-23
Kuhn & Co Investment Counsel
45,507$1.4M0.8%CoreLowChicago, IL2026-10-29
McGrath & Associates, Inc.
45,122$1.4M1.6%ETFMediumAsheville, NC2026-10-27
Root Financial Partners, LLC
44,101$1.4M0.0%ETFMediumEncinitas, CA2026-10-21
Koshinski Asset Management, Inc.
43,830$1.4M0.1%ETFLowDecatur, IL2026-10-29
Ballast Financial Advisors LLC
43,739$1.4M1.3%ETFVery LowWest Chester, PA2026-10-26
Creative Financial Designs Inc
42,723$1.3M0.1%ETFMediumKokomo, IN2026-11-04
Facet Wealth, Inc.
42,583$1.3M0.0%IndexVery LowWest Palm Beach, FL2026-11-04
US Bancorp \de\
42,486$1.3M0.0%IndexLowMinneapolis, MN2026-11-05
Foguth Wealth Management, Llc.
41,344$1.3M0.1%ETFHighBrighton, MI2026-10-19
AdvisorNet Financial, Inc
41,323$1.3M0.1%ETFLowMinnetonka, MN2026-10-15
Heritage Wealth Management, Inc.
41,036$1.3M0.3%CoreLowCincinnati, OH2026-10-28
Beacon Financial Planning, Inc
40,862$1.3M0.4%ETFVery LowHyannis, MA2026-11-04
Wedmont Private Capital
39,759$1.3M0.0%IndexVery LowWest Chester, PA2026-10-09
Compound Planning, Inc.
39,192$1.2M0.0%CoreLowNew York, NY2026-11-05
Platt Wealth Management LLC
39,097$1.2K0.0%GrowthVery LowSan Diego, CA2026-11-04
Sage Financial Group Inc
36,808$1.2M0.1%ETFVery LowW. Conshohocken, PA2026-10-27
Clear Point Advisors Inc.
36,575$1.2M0.8%ETFMediumMelville, NY2026-10-30
Clarity Capital Advisors, LLC
36,353$1.1M0.5%ETFVery LowLakewood Ranch, FL2026-10-27
Phillips Financial Management, LLC
35,627$1.1M0.1%ETFVery LowFort Wayne, IN2026-10-19
Arbor Investment Advisors, LLC
34,383$1.1M0.1%ETFVery LowWinston Salem, NC2026-10-26
Essential Investment Partners LLC
33,808$1.1M0.7%GrowthLowEnglewood, CO2026-10-27
Crusonia Wealth Advisors LLC
33,243$1.0M0.2%ETFVery LowDenver, CO2026-10-26
Councilor Wealth, LLC
32,637$1.0M0.4%ETFLowBethesda, MD2026-10-09
HRC Wealth Management, LLC
32,375$1.0M0.4%ETFVery LowMoscow, ID2026-10-16
Appleton Partners Inc
31,887$1.0K0.0%GrowthLowBoston, MA2026-10-30
KCM Investment Advisors LLC
31,241$983.2K0.0%CoreVery LowGreenbrae, CA2026-10-27
Revolve Wealth Partners, LLC
31,179$981.2K0.1%ETFVery LowHackensack, NJ2026-10-23
Townsend Asset Management Corp
31,144$980.1K0.3%CoreLowRaleigh, NC2026-10-29
Trust Point Inc.
28,609$900.3K0.1%CoreMediumLa Crosse, WI2026-10-27
Sigma Planning Corp
28,250$889.0K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Monetary Solutions, Ltd
28,114$884.7K0.8%ETFVery LowDayton, OH2026-10-22
Wealth Advisory Team LLC
27,786$874.4K0.7%ETFN/ABellevue, KY2026-11-05
Mengis Capital Management, Inc.
27,554$867.1K0.1%CoreLowPortland, OR2026-10-13
Integrated Advisors Network LLC
26,990$849.4K0.0%GrowthMediumDallas, TX2026-10-20
L.K. Benson & Company, P.C.
26,943$847.9K0.3%YieldVery LowTimonium, MD2026-10-23
Clark Asset Management, LLC
26,856$845.2K0.1%ETFVery LowStratham, NH2026-10-19
Evanson Financial, LLC
26,442$832.1K0.0%ETFN/AMclean, VA2026-10-23
Dynamic Advisor Solutions LLC
25,919$815.7K0.0%ETFLowPhoenix, AZ2026-10-13
Studio Investment Management LLC
25,566$804.6K0.1%ETFLowChicago, IL2026-10-22
Midwest Trust Co
25,295$796.0K0.0%CoreLowOverland Park, KS2026-10-22
Compass Financial Management LLC
25,208$793.3K0.1%CoreN/ATampa, FL2026-10-30
Assetmark, Inc
25,002$786.8K0.0%ETFLowConcord, CA2026-10-21
Builder Investment Group Inc
24,480$770.4K0.2%GrowthVery LowAtlanta, GA2026-10-22
Canandaigua National Trust Co of Florida
24,360$766.6K0.4%CoreLowCanandaigua, NY2026-10-07
Fingerlakes Wealth Management, Inc.
24,062$757.2K0.4%ETFVery LowIthaca, NY2026-11-04
Axxcess Wealth Management, LLC
23,918$752.7K0.0%CoreLowCarlsbad, CA2026-10-21
Tactive Advisors, LLC
23,487$739.1K0.2%ETFHighJacksonville, FL2026-10-08
Global Assets Advisory, LLC
23,049$734.7K0.2%GrowthHighOrlando, FL2026-10-28
Plan A Wealth LLC
23,017$724.3K0.3%CoreLowLincoln, NE2026-10-08
Welch Group, LLC
22,902$720.7K0.0%CoreVery LowBirmingham, AL2026-10-29
Flagship Wealth Advisors, LLC
22,854$719.2K0.2%ETFLowWakefield, MA2026-11-03
WealthPLAN Partners, LLC
22,804$717.6K0.1%CoreMediumOmaha, NE2026-10-15
Independent Financial Group, LLC
22,667$713.3K0.0%GrowthLowSan Diego, CA2026-10-13
BXM Wealth LLC
22,337$702.9K0.4%GrowthLowEnglewood, CO2026-11-03
First National Trust Co
22,186$698.2K0.0%GrowthLowJohnstown, PA2026-10-28
Tenon Financial LLC
22,133$696.5K0.2%ETFVery LowMetuchen, NJ2026-10-14
Thrivent Financial for Lutherans
21,769$6850.0%GARPMediumMinneapolis, MN2026-11-05
Schaper Benz & Wise Investment Counsel Inc
21,684$682.4K0.0%CoreVery LowNeenah, WI2026-10-09
Parallel Advisors, LLC
21,297$670.2K0.0%IndexLowSan Francisco, CA2026-11-03
Legacy Financial Strategies, LLC
20,778$653.9K0.1%ETFLowOverland Park, KS2026-10-15
Chilton Capital Management LLC
20,282$638.3K0.0%GrowthMediumHouston, TX2026-10-28
Summit Financial Wealth Advisors, LLC
20,128$633.4K0.1%ETFLowLafayette, LA2026-10-15
Summit Wealth Group LLC / Co
20,061$631.3K0.0%ETFHighColorado Springs, CO2026-10-29
Total Clarity Wealth Management, Inc.
19,646$618.3K0.1%ETFMediumSt. Charles, IL2026-10-26
Brookstone Capital Management
19,625$617.6K0.0%ETFMediumWheaton, IL2026-10-22
Dahring | Cusmano LLC
19,604$617.0K0.3%ETFLowNovi, MI2026-11-03
J. L. Bainbridge & Co., Inc.
19,131$602.1K0.0%GrowthLowSarasota, FL2026-10-20
Prime Capital Investment Advisors, LLC
19,002$598.0K0.0%ETFLowOverland Park, KS2026-10-20
FSM Wealth Advisors, LLC
18,996$610.9K0.1%ETFLowCleveland, OH2026-10-27
Joel Isaacson & Co., LLC
18,945$596.2K0.0%ETFVery LowNew York, NY2026-11-05
Apollon Wealth Management, LLC
18,842$593.0K0.0%GrowthLowMount Pleasant, SC2026-10-23
Smith Salley Wealth Management
18,734$589.6K0.0%GrowthLowGreensboro, NC2026-11-03
Mather Group, Llc.
18,674$587.7K0.0%ETFMediumChicago, IL2026-10-14
Modera Wealth Management, LLC
18,662$587.3K0.0%ETFVery LowWestwood, NJ2026-10-28
CWA Asset Management Group, LLC
18,507$582.4K0.0%CoreMediumNaples, FL2026-10-19
Grimes & Co Wealth Management, LLC
17,938$564.5K0.0%CoreLowWestborough, MA2026-10-29
Plante Moran Financial Advisors, LLC
17,776$559.4K0.0%ETFVery LowSouthfield, MI2026-11-04
Fund Evaluation Group, LLC
17,593$553.7K0.0%ETFLowCincinnati, OH2026-11-05
Patten & Patten Inc
17,433$548.6K0.0%CoreLowChattanooga, TN2026-10-26
Blake Schutter Theil Wealth Advisors, LLC
17,099$538.1K0.4%ETFLowDayton, OH2026-11-02
Wavvest Wealth LLC
16,864$530.7K0.4%ETFN/AChicago, IL2026-10-21
Destiny Wealth Partners, LLC
16,490$539.2K0.1%ETFMediumTavares, FL2026-11-05
Abound Wealth Management
16,186$509.4K0.1%ETFVery LowFranklin, TN2026-10-26
Argyle Capital Partners, LLC
15,713$494.5K0.3%CoreLowLos Angeles, CA2026-10-23
CFS Investment Advisory Services, LLC
15,691$502.1K0.0%ETFMediumTotowa, NJ2026-10-19
ZWJ Investment Counsel Inc
15,675$493.3K0.0%CoreLowAtlanta, GA2026-10-15
World Equity Group, Inc.
15,528$488.7K0.2%GrowthMediumSchaumburg, IL2026-10-14
Burford Brothers, Inc.
15,084$474.7K0.2%CoreLowDallas, TX2026-10-21
Signature Equity Partners, LLC
15,041$473.3K0.2%GrowthMediumColumbus, OH2026-10-29
Wedbush Securities Inc
14,630$4600.0%CoreLowPasadena, CA2026-10-22
CRA Financial Services, LLC
14,600$459.5K0.1%ETFVery LowNorthfield, NJ2026-10-16
Sensenig Capital Advisors, Inc
14,435$454.3K0.4%ETFLowCollegeville, PA2026-10-23
Ferguson Wellman Capital Management, Inc
14,387$452.8K0.0%CoreLowPortland, OR2026-10-05
Wespac Advisors, LLC
14,337$451.2K0.2%ETFHighOrinda, CA2026-10-26
J.W. Cole Advisors, Inc.
14,074$442.9K0.0%IndexLowTampa, FL2026-11-05
Evergreen Capital Management LLC
14,047$442.1K0.0%GARPMediumBellevue, WA2026-10-23
Ashton Thomas Securities, LLC
13,959$439.3K0.0%ETFMediumRochester, NY2026-10-26
Marino, Stram & Associates LLC
13,622$428.7K0.1%ETFVery LowBraintree, MA2026-10-22
RAM Investment Partners, LLC
13,600$428.0K0.1%ETFLowBellevue, WA2026-10-21
Newman Dignan & Sheerar, Inc.
13,584$427.5K0.1%ETFLowProvidence, RI2026-10-21
ARS Wealth Advisors Group, LLC
13,542$426.2K0.0%CoreLowSt. Petersburg, FL2026-10-16
Twin Cities Retirement Group LLC
13,466$423.8K0.4%ETFVery LowPlymouth, MN2026-10-16
Westco Advisory Services Inc
13,437$422.9K0.3%GrowthLowLynbrook, NY2026-10-14
Fifth Third Bancorp
13,202$415.5K0.0%IndexVery LowCincinnati, OH2026-11-05
Weatherly Asset Management L. P.
13,142$413.6K0.0%GrowthVery LowDel Mar, CA2026-10-20
CGN Advisors LLC
13,020$409.7K0.0%ETFLowManhattan, KS2026-10-21
Brighton Jones LLC
12,853$404.5K0.0%CoreVery LowSeattle, WA2026-11-03
Hutchens & Kramer Investment Management Group, LLC
12,844$404.2K0.1%ETFLowIndianapolis, IN2026-10-16
Procyon Advisors, LLC
12,804$402.9K0.0%CoreVery LowShelton, CT2026-10-21
Capital Investment Counsel, LLC
12,746$401.1K0.0%CoreLowDenver, CO2026-10-14
Roger Wittlin Investment Advisory, LLC
12,737$400.9K0.3%ETFLowSan Francisco, CA2026-10-19
Concurrent Investment Advisors, LLC
12,556$395.1K0.0%GrowthMediumTampa, FL2026-10-16
First Pacific Financial
12,350$388.7K0.0%ETFLowVancouver, WA2026-10-14
ATX Financial Planning, LLC
12,193$383.7K0.2%ETFHighAustin, TX2026-10-14
Anson Capital, Inc.
12,025$378.4K0.2%ETFLowTyrone, GA2026-10-23
Courier Capital LLC
11,938$375.7K0.0%ETFLowBuffalo, NY2026-10-19
SC&H Financial Advisors, Inc.
11,937$375.7K0.1%ETFVery LowHunt Valley, MD2026-10-14
MBE Wealth Management, LLC
11,773$370.5K0.1%ETFVery LowTomah, WI2026-10-26
International Assets Investment Management, LLC
11,729$370.2K0.0%CoreVery HighOrlando, FL2026-11-02
Everhart Financial Group, Inc.
11,684$367.7K0.0%ETFLowDublin, OH2026-10-08
Kestra Private Wealth Services, LLC
11,478$361.2K0.0%GrowthLowAustin, TX2026-10-30
Walkner Condon Financial Advisors LLC
11,429$359.7K0.0%ETFLowVerona, WI2026-11-02
Index Fund Advisors, Inc.
11,325$356.4K0.0%ETFVery LowIrvine, CA2026-11-05
Diversify Wealth Management, LLC
11,268$367.1K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
11,268$367.1K0.0%GrowthLowSandy, UT2026-10-20
Creekside Partners
11,202$352.5K0.1%ETFVery LowPetaluma, CA2026-11-04
Glass Jacobson Investment Advisors llc
11,162$351.3K0.1%ETFLowOwings Mills, MD2026-10-26
Elevate Wealth Advisory, Inc
10,995$346.0K0.2%ETFVery LowAthens, GA2026-10-29
Westover Capital Advisors, LLC
10,992$345.9K0.1%MomentumLowWilmington, DE2026-10-26
Ackerman Capital Advisors, LLC
10,961$344.9K0.1%ETFLowDallas, TX2026-10-30
SeaCrest Wealth Management, LLC
10,775$339.1K0.0%GrowthLowPurchase, NY2026-10-21
BetterWealth, LLC
10,652$335.2K0.1%ETFVery LowSan Jose, CA2026-10-15
Quadrant Private Wealth Management, LLC
10,630$334.5K0.0%GrowthLowCenter Valley, PA2026-11-04
Keenan, LLC
10,605$333.8K0.2%ETFLowBoston, MA2026-10-23
Onyx Bridge Wealth Group LLC
10,575$332.8K0.0%ETFMediumTarrytown, NY2026-10-16
Invested Advisors
10,527$331.3K0.3%CoreMediumState College, PA2026-10-23
Choreo, LLC
10,416$327.8K0.0%IndexLowRockford, IL2026-10-28
Cliftonlarsonallen Wealth Advisors, LLC
10,346$325.6K0.0%ETFLowMinneapolis, MN2026-10-14
NovaPoint Capital, LLC
10,321$324.8K0.1%CoreLowAtlanta, GA2026-10-22
Gerber Kawasaki Wealth & Investment Management
10,260$322.9K0.0%ETFLowSanta Monica, CA2026-10-29
Investment Planning Advisors, Inc.
9,992$314.4K0.1%ETFMediumCumming, GA2026-10-14
Noesis Capital Mangement Corp
9,921$312.2K0.0%CoreVery LowBoca Raton, FL2026-10-26
Archvest Wealth Advisors, Inc.
9,861$310.3K0.2%ETFLowConcord, CA2026-10-29
Brown Financial Advisory
9,787$308.0K0.1%ETFVery LowFairhope, AL2026-11-05
Parthenon LLC
9,762$307.2K0.0%CoreVery LowLouisville, KY2026-10-22
Summit Asset Management, LLC
9,624$302.9K0.0%ETFLowMemphis, TN2026-11-05
Dhjj Financial Advisors, Ltd.
9,617$302.7K0.1%ETFVery LowNaperville, IL2026-10-23
Valley Brook Capital Group, Inc.
9,582$301.5K0.2%GrowthVery LowVenetia, PA2026-10-26
Trilogy Capital Inc.
9,501$299.0K0.0%ETFMediumIrvine, CA2026-10-20
Retiremitten Financial LLC
9,490$310.4K0.1%ETFN/AMilford, MI2026-11-05
Advocate Group LLC
9,405$296.0K0.0%YieldLowMinnetonka, MN2026-10-19
Strategic Blueprint, LLC
9,348$294.2K0.0%ETFLowAtlanta, GA2026-10-22
Woodmont Investment Counsel LLC
9,267$291.6K0.0%GARPVery LowNashville, TN2026-10-29
Aspiriant, LLC
9,250$291.1K0.0%ETFVery LowLos Angeles, CA2026-10-16
Foundation Wealth Management, LLC
9,191$289.3K0.2%ETFLowClayton, MO2026-10-22
E&G Advisors, LLC
9,126$287.2K0.1%ETFVery LowHouston, TX2026-10-13
Nova Financial LLC
9,065$285.3K0.1%N/AN/ATucson, AZ2026-11-04
Sagespring Wealth Partners, LLC
9,021$283.9K0.0%ETFLowFranklin, TN2026-10-22
Forvis Mazars Wealth Advisors, LLC
9,017$283.8K0.0%ETFVery LowSpringfield, MO2026-10-13
Integrity Investment Advisors, LLC
8,960$282.0K0.1%ETFMediumFort Collins, CO2026-11-03
Citizens Financial Group Inc
8,921$280.7K0.0%GrowthLowProvidence, RI2026-10-23
Regions Financial Corp
8,775$276.1K0.0%CoreLowBirmingham, AL2026-11-05
Americana Partners, LLC
8,705$273.9K0.0%CoreMediumHouston, TX2026-10-28
Claro Advisors Inc.
8,683$273.3K0.0%CoreLowBoston, MA2026-11-02
Burton Enright Welch
8,655$272.4K0.0%ETFVery LowWalnut Creek, CA2026-11-04
Accredited Investors Inc.
8,652$272.3K0.0%ETFLowEdina, MN2026-11-03
Jeter Robert S II
8,602$278.4K0.2%ETFVery LowBethany Beach, DE2026-10-16
Red Mountain Financial, LLC
8,589$270.3K0.2%ETFLowFort Collins, CO2026-11-03
New England Private Wealth Advisors LLC
8,483$267.0K0.0%ETFVery LowWellesley, MA2026-10-19
Old National Bancorp
8,482$266.9K0.0%CoreLowEvansville, IN2026-10-20
Wealthcare Advisory Partners LLC
8,462$266.3K0.0%ETFLowWest Chester, PA2026-10-21
First Security Investment Management, Inc.
8,427$265.2K0.2%ETFVery LowLittle Rock, AR2026-11-05
Garde Capital, Inc.
8,334$262.3K0.0%ETFLowSeattle, WA2026-10-29
Luminvest Wealth Management LLC
8,259$259.9K0.1%ETFVery LowScottsdale, AZ2026-10-14
Avantax Planning Partners, Inc.
8,258$259.9K0.0%ETFLowDubuque, IA2026-11-03
Brooklyn FI, LLC
8,230$273.2K0.0%ETFVery LowNew York, NY2026-11-05
VestGen Advisors, LLC
8,108$255.2K0.0%GrowthMediumChicago, IL2026-10-27
Indivisible Partners
8,054$253.5K0.0%GrowthMediumClearwater, FL2026-10-26
Wealth Architects, LLC
8,049$253.3K0.0%ETFVery LowMountain View, CA2026-11-03
Klingman & Associates, LLC
7,999$251.7K0.0%ETFVery LowNew York, NY2026-10-20
Norden Group LLC
7,984$251.3K0.0%GrowthMediumProvo, UT2026-10-20
Mesirow Financial Investment Management, Inc.
7,969$250.8K0.0%CoreLowChicago, IL2026-11-05
Retirement Planning Group, LLC
7,964$250.6K0.0%ETFVery LowLeawood, KS2026-10-19
Paragon Capital Management Ltd
7,922$249.3K0.0%CoreVery LowDenver, CO2026-10-09
High Net Worth Advisory Group LLC
7,830$246.4K0.1%ETFVery LowNaples, FL2026-10-26
JB Capital LLC
7,808$245.7K0.0%ETFMediumWethersfield, CT2026-10-19
Advus Financial Partners, LLC
7,725$243.1K0.1%ETFLowWinter Park, FL2026-10-20
Meridian Investment Counsel Inc.
7,691$242.0K0.1%GARPLowLafayette, CA2026-10-14
Key Capital Management, Inc
7,669$241.3K0.1%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Palisade Asset Management, LLC
7,611$239.5K0.0%CoreVery LowMinneapolis, MN2026-11-03
Affinity Capital Advisors, LLC
7,549$242.8K0.0%ETFLowBerkeley, CA2026-10-13
Foundry Financial LLC
7,510$236.3K0.1%ETFMediumPasadena, CA2026-10-16
Chapin Davis, Inc.
7,494$235.8K0.0%GrowthHighBaltimore, MD2026-10-09
Fragasso Financial Advisors Inc
7,429$238.9K0.0%ETFLowSewickley, PA2026-10-13
Archer Investment Corp
7,425$233.7K0.0%CoreMediumCarmel, IN2026-11-05
Scheeler Financial LLC
7,425$233.7K0.2%CoreN/AWest Chester, OH2026-10-13
Abacus Planning Group, Inc.
7,320$230.4K0.0%ETFLowColumbia, SC2026-11-02
Founders Financial Securities LLC
7,131$224.4K0.0%ETFMediumTowson, MD2026-10-28
Robertson Stephens Wealth Management, LLC
7,063$222.3K0.0%ETFMediumSan Francisco, CA2026-10-16
Strategy Asset Managers LLC
7,050$221.9K0.0%CoreLowPasadena, CA2026-10-14
Advisor OS, LLC
6,981$219.7K0.0%ETFMediumChicago, IL2026-11-03
Stone Summit Wealth LLC
6,878$216.5K0.1%ETFLowMiami, FL2026-10-14
Strategic Planning Group, LLC
6,796$213.9K0.0%GrowthMediumBountiful, UT2026-10-22
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
6,783$213.5K0.0%ETFMediumWestlake, OH2026-10-14
Gateway Investment Advisers LLC
6,766$212.9K0.0%GrowthLowCincinnati, OH2026-10-13
Crescent Grove Advisors, LLC
6,759$212.7K0.0%ETFLowLake Forest, IL2026-10-21
Gibson Capital, LLC
6,742$212.2K0.0%ETFVery LowWexford, PA2026-10-23
Moneco Advisors, LLC
6,739$212.1K0.0%ETFLowFairfield, CT2026-11-05
OpenArc Corporate Advisory, LLC
6,715$211.3K0.0%GrowthLowAtlanta, GA2026-10-21
Mainstream Capital Management LLC
6,645$209.1K0.1%GrowthLowLos Angeles, CA2026-10-23
Foster Victor Wealth Advisors, LLC
6,521$211.5K0.0%CoreMediumGreenville, SC2026-10-21
Morton Capital Management LLC
6,512$204.9K0.0%ETFVery LowCalabasas, CA2026-10-23
Sprinkle Financial Consultants LLC
6,475$203.8K0.1%ETFLowLittleton, CO2026-10-09
Beacon Investment Advisory Services, Inc.
6,438$202.6K0.0%GrowthLowMorristown, NJ2026-10-13
Godsey & Gibb, Inc
6,424$202.2K0.0%CoreLowRichmond, VA2026-10-14
RFG Advisory, LLC
6,394$201.2K0.0%ETFMediumBirmingham, AL2026-11-03
Central Trust Co
6,022$189.5K0.0%CoreLowJefferson City, MO2026-11-05
GHP Investment Advisors, Inc.
5,979$188.2K0.0%CoreVery LowDenver, CO2026-10-15
Burk Holdings LLC
5,688$179.0K0.1%ETFVery LowTulsa, OK2026-11-05
High Note Wealth, LLC
5,561$175.0K0.0%ETFVery LowDeephaven, MN2026-10-27
Spire Wealth Management
5,470$172.1K0.0%GrowthMediumMclean, VA2026-10-30
Breakwater Investment Management
5,388$169.6K0.1%ETFLowSeattle, WA2026-10-20
Blue Trust, Inc.
5,082$159.9K0.0%ETFLowBrentwood, TN2026-10-15
Fairway Wealth LLC
4,932$155.2K0.0%ETFLowIndependence, OH2026-10-30
Activest Wealth Management
4,239$133.4K0.0%ETFLowAventura, FL2026-10-15
Capital Investment Advisory Services, LLC
4,007$126.1K0.0%CoreMediumRaleigh, NC2026-10-30
Arlington Trust Co LLC
3,885$122.3K0.0%ETFMediumBirmingham, AL2026-10-20
Systelligence, LLC
3,880$2.4M0.4%ETFHighBloomington, MN2026-11-05
Pension & Wealth Management Advisors, Inc.
3,755$118.2K0.0%ETFLowWaltham, MA2026-10-16
Cape Investment Advisory, Inc.
3,655$115.0K0.0%ETFLowMcdonough, GA2026-10-13
Ascentis Independent Advisors
3,415$107.5K0.0%ETFLowDallas, TX2026-11-03
Fairscale Capital, LLC
3,375$110.4K0.1%GrowthVery LowNashua, NH2026-11-04
RMG Wealth Management LLC
3,369$110.1K0.0%ETFVery HighPlatteville, WI2026-10-26
Harbor Investment Advisory, LLC
3,360$105.7K0.0%GrowthLowLutherville, MD2026-10-13
Pinnacle Bancorp, Inc.
3,320$104.5K0.0%CoreVery LowBeatrice, NE2026-10-21
Adirondack Trust Co
3,153$99.2K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Team Financial Group, LLC
3,018$95.0K0.0%ETFLowTemecula, CA2026-10-30
SYM Financial Corp
2,889$90.9K0.0%ETFVery LowWinona Lake, IN2026-10-26
Armstrong Advisory Group, Inc
2,773$87.3K0.0%ETFHighNeedham, MA2026-10-09
Hoey Investments, Inc
2,586$81.4K0.0%Agg GrowthLowCoatesville, PA2026-10-29
Asset Dedication, LLC
2,542$80.0K0.0%ETFLowSan Francisco, CA2026-11-03
Nvwm, LLC
2,502$78.7K0.0%GrowthMediumYardley, PA2026-10-14
Cdkv Holdings LLC
2,373$74.7K0.1%ETFMediumDenver, CO2026-10-28
Jnba Financial Advisors
2,277$71.7K0.0%ETFMediumBloomington, MN2026-11-03
Align Financial, LLC
2,266$71.3K0.0%ETFVery LowHermantown, MN2026-10-16
PFS Partners, LLC
2,232$70.2K0.0%ETFVery LowMine Hill, NJ2026-10-21
Powell Investment Advisors, LLC
2,217$69.8K0.0%ETFVery LowMiami, FL2026-10-22
Private Trust Co NA
2,206$69.4K0.0%CoreLowCleveland, OH2026-10-20
TD Waterhouse Canada Inc.
2,205$69.6K0.0%CoreLowToronto, Australia2026-10-16
SJS Investment Consulting Inc.
2,145$67.5K0.0%ETFVery LowSylvania, OH2026-10-26
Marshall & Sterling Wealth Advisors Inc.
2,109$66.4K0.0%ETFMediumPoughkeepsie, NY2026-10-28
Nfsg Corp
2,100$66.1K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Cassaday & Co Wealth Management LLC
2,084$65.6K0.0%ETFVery LowMclean, VA2026-10-27
Ashton Thomas Private Wealth, LLC
2,052$64.6K0.0%CoreMediumScottsdale, AZ2026-11-03
First Bancorp, Inc
2,026$63.8K0.0%ValueVery LowDamariscotta, ME2026-10-26
Mogy Joel R Investment Counsel Inc
1,969$62.0K0.0%GrowthVery LowBeverly Hills, CA2026-10-13
McCarley & Cook Financial Planners
1,968$61.9K0.0%ETFLowCincinnati, OH2026-10-21
Private Wealth Management Group, LLC
1,888$59.4K0.0%ETFLowPrinceton, NJ2026-10-19
Tounjian Advisory Partners, LLC
1,626$51.2K0.0%GrowthHighFort Myers, FL2026-11-04
Eukles Asset Management
1,500$47.2K0.0%CoreLowCincinnati, OH2026-11-04
Mosley Wealth Management
1,413$46.0K0.0%ETFHighAnaheim, CA2026-10-16
Key FInancial Inc
1,346$42.4K0.0%ETFLowWest Chester, PA2026-11-02
Allspring Global Investments Holdings, LLC
1,329$42.1K0.0%CoreMediumCharlotte, NC2026-11-04
Moisand Fitzgerald Tamayo, LLC
1,308$41.2K0.0%ETFVery LowOrlando, FL2026-10-15
Richards, Merrill & Peterson, Inc.
1,281$40.3K0.0%GrowthLowSpokane, WA2026-10-19
Citigroup Inc
1,276$40.2K0.0%CoreMediumNew York, NY2026-11-04
Downshift Financial, LLC
1,221$38.4K0.0%ETFLowBoulder, CO2026-10-13
Signature Resources Capital Management, LLC
1,221$38.4K0.0%ETFLowNewport Beach, CA2026-10-16
GGM Financial LLC
1,171$36.8K0.0%ETFMediumColumbus, OH2026-11-05
Valued Wealth Advisors LLC
1,092$34.4K0.0%IndexVery LowHolladay, UT2026-11-05
Richardson Financial Services Inc.
857$27.0K0.0%GrowthMediumMedway, MA2026-10-30
True Wealth Design, LLC
839$26.4K0.0%ETFMediumAkron, OH2026-10-13
Next Level Wealth Planning, LLC
830$26.1K0.0%ETFVery LowMeridian, ID2026-10-29
Rossby Financial, LCC
829$26.1K0.0%ETFMediumMelbourne, FL2026-11-05
CKW Financial Group
762$240.0%ETFVery LowHonolulu, HI2026-10-29
Salomon & Ludwin, LLC
710$22.3K0.0%ETFVery LowRichmond, VA2026-10-29
Accordant Advisory Group Inc
704$22.2K0.0%ValueMediumAnnapolis, MD2026-10-29
Atlantic Edge Private Wealth Management, LLC
699$22.0K0.0%CoreLowJacksonville, FL2026-10-20
Kozak & Associates, Inc.
650$21.3K0.0%ETFLowHighlands Ranch, CO2026-10-29
Capital Advisors, Ltd. LLC
645$200.0%ETFLowShaker Heights, OH2026-10-27
Rydar Equities, Inc.
639$20.4K0.0%CoreVery LowWeatherford, TX2026-10-13
Midwest Capital Advisors, LLC
636$20.0K0.0%ETFHighGrand Rapids, MI2026-11-04
Pflug Koory, LLC
607$19.1K0.0%CoreVery LowOmaha, NE2026-10-26
Smallwood Wealth Investment Management, LLC
603$19.0K0.0%ETFVery LowRed Bank, NJ2026-10-30
Financial Consulate, Inc
597$18.8K0.0%ETFLowHunt Valley, MD2026-10-23
Turtle Creek Wealth Advisors, LLC
555$17.5K0.0%GrowthLowDallas, TX2026-10-15
Versant Capital Management, Inc
548$17.2K0.0%GARPLowPhoenix, AZ2026-10-02
CX Institutional
500$160.0%CoreMediumAuburn, IN2026-10-02
Sage Mountain Advisors LLC
483$15.2K0.0%ETFLowAtlanta, GA2026-11-02
Maryland Capital Advisors Inc.
460$14.5K0.0%ETFVery LowChester, MD2026-10-15
First Command Advisory Services, Inc.
446$14.0K0.0%IndexLowFort Worth, TX2026-11-05
Trust Co of Vermont
431$13.6K0.0%CoreVery LowBrattleboro, VT2026-10-21
Hazlett, Burt & Watson, Inc.
402$130.0%CoreVery LowWheeling, WV2026-11-04
Cordgrass Capital Advisors, LLC
382$12.0K0.0%CoreLowRaleigh, NC2026-10-30
First United Bank & Trust
380$12.0K0.0%CoreLowOakland, MD2026-10-22
DiNuzzo Private Wealth, Inc.
369$11.6K0.0%ETFLowBeaver, PA2026-10-16
Hamilton Point Investment Advisors, LLC
348$11.0K0.0%CoreLowChapel Hill, NC2026-11-03
Silver Grove Financial Group, Inc.
340$10.7K0.0%CoreMediumOrchard Park, NY2026-11-05
Murphy & Mullick Capital Management Corp
312$9.8K0.0%GrowthLowSmithtown, NY2026-11-02
Cherry Tree Wealth Management, LLC
302$9.5K0.0%ETFVery LowMinnetonka, MN2026-10-15
Main Street Group, LTD
288$9.1K0.0%ETFMediumGlen Allen, VA2026-10-28
Noble Wealth Management PBC
286$9.0K0.0%YieldMediumGreenwood Village, CO2026-10-01
Westside Investment Management, Inc.
238$7.5K0.0%GrowthLowSanta Monica, CA2026-11-02
Triumph Capital Management
211$6.6K0.0%ETFMediumDenver, CO2026-10-14
RHL Group, LLC
189$5.9K0.0%ETFVery HighHolly, MI2026-11-04
Gen-Wealth Partners Inc
183$5.8K0.0%CoreLowZeeland, MI2026-11-04
Latitude Advisors, LLC
169$5.3K0.0%ETFLowYorkville, IL2026-10-27
Owl Creek Wealth Partners LLC
150$4.7K0.0%IndexLowGreenwood Village, CO2026-10-20
Financial Management Professionals, Inc.
144$4.5K0.0%ETFMediumAustin, TX2026-10-23
Center for Financial Planning, Inc.
133$4.2K0.0%ETFLowSouthfied, MI2026-10-26
Tsfg, LLC
126$40.0%ETFLowLake Forest, IL2026-10-23
Buck Wealth Strategies, LLC
125$3.9K0.0%ValueMediumDenver, CO2026-10-28
EverSource Wealth Advisors, LLC
122$3.9K0.0%CoreMediumBirmingham, AL2026-11-04
Avion Wealth
117$30.0%ETFLowThe Woodlands, TX2026-11-04
Quaker Wealth Management, LLC
117$3.7K0.0%ETFMediumMoorestown, NJ2026-10-22
Morling Financial Advisors, LLC
112$3.5K0.0%ETFLowFremont, CA2026-10-28
Peachtree Investment Partners, LLC
89$2.8K0.0%MomentumLowIndian River Shores,, FL2026-11-05
Golden State Wealth Management, LLC
77$2.4K0.0%ETFMediumSanta Ana, CA2026-11-02
Central Pacific Bank - Trust Division
75$2.4K0.0%CoreMediumHonolulu, HI2026-10-06
Bokf, NA
54$1.7K0.0%CoreLowTulsa, OK2026-10-27
Parkside Financial Bank & Trust
53$1.7K0.0%CoreVery LowSaint Louis, MO2026-10-27
Arvest Investments, Inc.
15$4720.0%ETFLowLowell, AR2026-10-21
Prairie Wealth Advisors, Inc.
0$1.1M0.2%CoreVery LowOmaha, NE2026-10-29