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Schwab US DVD Equity ETF (SCHD)

CUSIP: 808524797 | NYSE | 3559 institutional holders

Quarters

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

Rakuten Investment Management, Inc.50,684,634
4.1% of portfolio›$1.7B
Commonwealth Equity Services, LLC10,375,341
0.4% of portfolio›$337.5M
Cassaday & Co Wealth Management LLC10,240,236
5.9% of portfolio›$333.1M
Cambridge Investment Research Advisors, Inc.7,128,327
0.0% of portfolio›$231.9K
Keystone Financial Planning, Inc.6,279,518
50.6% of portfolio›$204.3M
Wealth Enhancement Advisory Services, LLC5,341,071
0.3% of portfolio›$175.9M
Avantax Planning Partners, Inc.5,194,929
4.3% of portfolio›$169.0M
Creative Planning4,768,264
0.1% of portfolio›$155.1M
Keybank National Association4,467,631
0.5% of portfolio›$145.3M
Kestra Advisory Services, LLC3,981,474
0.4% of portfolio›$129.5M
Truist Financial Corp3,534,017
0.1% of portfolio›$115.0M
D.A. Davidson & Co.2,459,209
0.4% of portfolio›$80.0M
Golden Reserve Retirement LLC2,320,092
11.0% of portfolio›$75.5M
Asset Advisors Investment Management, LLC2,249,001
6.4% of portfolio›$73.2M
Mirae Asset Global Investments Co., Ltd.2,200,097
0.1% of portfolio›$71.6M
Brookstone Capital Management2,182,950
0.7% of portfolio›$71.0M
Summit Asset Management, LLC2,048,792
8.6% of portfolio›$66.6M
Howard Financial Services, Ltd.1,962,559
6.7% of portfolio›$63.8M
Summit Financial Wealth Advisors, LLC1,961,363
7.9% of portfolio›$63.8M
Spinnaker Investment Group, LLC1,932,693
9.9% of portfolio›$62.9M
Focus Financial Network, Inc.1,855,405
1.8% of portfolio›$60.4M
Bokf, NA1,851,918
0.9% of portfolio›$60.2M
Whelan Financial1,839,567
15.5% of portfolio›$59.8M
MCF Advisors LLC1,749,385
2.0% of portfolio›$56.9M
Scott Capital Advisors, LLC1,727,332
8.1% of portfolio›$56.4M
Burkett Financial Services, LLC1,694,694
16.6% of portfolio›$55.1M
Sarver Vrooman Wealth Advisors1,694,611
32.4% of portfolio›$55.1M
Gerber Kawasaki Wealth & Investment Management1,691,363
1.4% of portfolio›$55.0M
Farther Finance Advisors, LLC1,667,995
0.4% of portfolio›$54.3M
Leelyn Smith, LLC1,662,707
6.0% of portfolio›$54.1M
CGC Financial Services, LLC1,656,235
12.0% of portfolio›$53.9M
HB Wealth Management, LLC1,641,564
0.3% of portfolio›$53.4M
Noble Family Wealth, LLC1,637,292
9.6% of portfolio›$53.3M
Choreo, LLC1,636,838
0.5% of portfolio›$53.3M
Keudell ison Wealth Management1,611,475
9.3% of portfolio›$52.4M
Curran Financial Partners, LLC1,600,762
8.5% of portfolio›$52.1M
Pinnacle Associates LTD1,566,898
0.6% of portfolio›$51.0M
Evergreen Advisors, LLC1,566,315
10.9% of portfolio›$51.0M
Victory Financial Group, LLC1,560,263
4.7% of portfolio›$50.8M
Allied Investment Advisors, LLC1,540,888
4.7% of portfolio›$50.1M
Cullen T Bankers, Inc.1,385,035
0.4% of portfolio›$45.1M
Intergy Private Wealth, LLC1,275,453
9.3% of portfolio›$41.5M
CRA Financial Services, LLC1,250,804
4.5% of portfolio›$40.7M
Albion Financial Group1,212,005
2.2% of portfolio›$39.4M
Steele Capital Management, Inc.1,197,315
1.4% of portfolio›$38.9M
Whitaker-Myers Wealth Managers, Ltd.1,121,047
5.9% of portfolio›$36.5M
eCIO, Inc.1,074,455
12.1% of portfolio›$35.1M
White Lighthouse Investment Management Inc.1,056,150
4.1% of portfolio›$34.4M
LVW Advisors, LLC1,012,301
2.8% of portfolio›$32.9M
Financial Insights, Inc.974,048
8.0% of portfolio›$31.7M
Stonehearth Capital Management, LLC967,760
10.8% of portfolio›$31.5M
Wealth Management Resources, Inc.966,271
9.7% of portfolio›$31.4M
Ledyard National Bank956,251
2.4% of portfolio›$31.1M
Carolina Wealth Management Inc948,581
13.2% of portfolio›$30.9M
Eagle Capital Management, LLC935,726
0.0% of portfolio›$30.4K
B&D White Capital Company, LLC927,427
2.9% of portfolio›$30.2M
TD Private Client Wealth LLC919,259
0.5% of portfolio›$29.9M
AdvisorNet Financial, Inc901,801
1.4% of portfolio›$30.4M
Souders Financial Advisors892,214
2.8% of portfolio›$29.0M
Sigma Planning Corp886,532
0.7% of portfolio›$28.8M
Newman Dignan & Sheerar, Inc.884,316
5.5% of portfolio›$28.8M
Capital Advantage, Inc.877,114
3.4% of portfolio›$28.5M
SRH Advisors, LLC870,175
7.3% of portfolio›$28.3M
PFG Advisors858,296
1.4% of portfolio›$27.9M
Dagco, Inc.855,722
4.8% of portfolio›$27.8M
Asset Allocation & Management Company, LLC806,214
0.2% of portfolio›$26.2K
MGO One Seven LLC804,893
0.4% of portfolio›$26.2M
McCarthy Asset Management, Inc.798,372
12.4% of portfolio›$26.0M
MJT & Associates Financial Advisory Group, Inc.796,851
16.8% of portfolio›$25.9M
Walker Financial Services, Inc.786,308
7.5% of portfolio›$25.6M
Wealthcare Advisory Partners LLC760,558
0.4% of portfolio›$24.7M
Powers Advisory Group, LLC759,585
7.5% of portfolio›$24.7M
IFP Advisors, Inc756,809
0.4% of portfolio›$24.6M
Independent Financial Group, LLC753,242
0.4% of portfolio›$24.5M
Sumitomo Mitsui Trust Group, Inc.723,050
0.0% of portfolio›$23.5M
Weitzel Financial Services, Inc.716,682
7.9% of portfolio›$23.4M
Southland Equity Partners LLC706,927
3.9% of portfolio›$23.0M
Montis Financial, LLC698,216
4.7% of portfolio›$22.7M
Asset Allocation Strategies LLC681,247
3.3% of portfolio›$22.2M
Venture Visionary Partners LLC673,332
0.6% of portfolio›$21.9M
Hengehold Capital Management LLC670,820
1.7% of portfolio›$21.8M
LongView Wealth Management667,536
5.2% of portfolio›$21.7M
Graves Light Lenhart Wealth, Inc.656,368
2.0% of portfolio›$21.4M
Pinnacle Wealth Management Advisory Group, LLC655,621
1.2% of portfolio›$21.3M
Summit Investment Advisors, Inc.\KS653,294
9.6% of portfolio›$21.3M
Concurrent Investment Advisors, LLC652,360
0.1% of portfolio›$21.2M
Davenport & Co LLC648,207
0.1% of portfolio›$21.1M
Lido Advisors, LLC647,697
0.1% of portfolio›$21.1M
Kellett Wealth Advisors, LLC637,860
7.6% of portfolio›$20.7M
Waller Financial Planning Group, Inc635,884
4.2% of portfolio›$20.7M
Equitable Trust Co624,169
0.9% of portfolio›$20.3M
Integrated Advisors Network LLC613,941
0.9% of portfolio›$20.0M
Principle Wealth Partners LLC605,492
0.9% of portfolio›$19.7M
Oppenheimer & Co Inc599,451
0.2% of portfolio›$19.5M
Asset One Wealth Management LLC593,112
1.7% of portfolio›$19.3M
Sims Investment Management, LLC582,002
5.9% of portfolio›$18.9M
Hunter Associates Investment Management LLC579,943
0.0% of portfolio›$18.9K
Opulen Financial Group LLC576,569
11.5% of portfolio›$18.8M
Kohmann Bosshard Financial Services, LLC574,672
1.6% of portfolio›$18.7M
Global Wealth Management, LLC573,284
10.1% of portfolio›$18.6M
Carnegie Investment Counsel549,487
0.4% of portfolio›$17.9M
Lodestar Private Asset Management LLC528,834
1.5% of portfolio›$17.2M
Curbstone Financial Management Corp525,152
3.0% of portfolio›$17.1M
Financial Guidance Group, Inc.523,545
6.1% of portfolio›$17.0M
Christensen, King & Associates Investment Services, Inc.516,198
6.1% of portfolio›$16.8M
Paradigm, Strategies in Wealth Management, LLC506,446
10.6% of portfolio›$16.5M
Whitegate Investment Counselors, Inc.505,662
4.8% of portfolio›$16.4M
True Private Wealth Advisors503,208
1.4% of portfolio›$16.4M
BCM Advisors, LLC501,552
3.5% of portfolio›$17.9M
GSG Advisors LLC500,074
3.4% of portfolio›$16.3M
Schaeffer Financial LLC495,667
12.3% of portfolio›$16.1M
Midwest Trust Co494,001
0.2% of portfolio›$16.1M
Ascentis Independent Advisors492,497
0.9% of portfolio›$16.0M
Fifth Third Wealth Advisors LLC490,742
0.4% of portfolio›$16.0M
Retirement Financial Solutions, LLC484,480
3.7% of portfolio›$15.8M
Citigroup Inc481,961
0.0% of portfolio›$15.7M
Lighthouse Wealth Management Inc.481,134
9.5% of portfolio›$15.7M
Sard Wealth Management Group, LLC479,959
6.3% of portfolio›$15.6M
Mesirow Financial Investment Management, Inc.479,710
0.2% of portfolio›$15.6M
Walled Lake Planning & Wealth Management, LLC471,798
3.7% of portfolio›$15.3M
Friday Financial470,332
3.0% of portfolio›$15.4M
Capital Asset Advisory Services LLC470,090
0.6% of portfolio›$16.6M
Kingswood Wealth Advisors, LLC469,944
0.6% of portfolio›$15.3M
Strategic Family Wealth Counselors, L.L.C.469,257
3.6% of portfolio›$15.3M
Courage Miller Partners, LLC466,882
4.0% of portfolio›$15.2M
Charles Schwab Trust Co466,781
0.9% of portfolio›$15.2M
Parallel Advisors, LLC464,630
0.2% of portfolio›$15.1M
Next Level Wealth Planning, LLC459,948
6.1% of portfolio›$15.0M
Apollon Wealth Management, LLC456,328
0.2% of portfolio›$14.8M
Robbins Farley447,731
5.6% of portfolio›$14.6M
Smithbridge Asset Management Inc447,126
2.0% of portfolio›$14.5M
Barry Investment Advisors, LLC443,568
2.8% of portfolio›$14.4M
Moran Wealth Management, LLC438,102
0.4% of portfolio›$14.3M
Legacy Financial Strategies, LLC437,464
2.3% of portfolio›$14.2M
Summit Wealth Group LLC / Co430,356
0.9% of portfolio›$14.0M
Kestra Private Wealth Services, LLC429,617
0.1% of portfolio›$14.0M
Financial Consulate, Inc427,048
1.5% of portfolio›$13.9M
Citizens Financial Group Inc426,034
0.2% of portfolio›$13.9M
Sunburst Financial Group, LLC423,022
2.2% of portfolio›$13.8M
Platform Technology Partners419,025
2.2% of portfolio›$13.6M
Stevens Capital Partners418,286
2.4% of portfolio›$13.6M
Acorn Wealth Advisors, LLC417,162
3.3% of portfolio›$13.6M
Adamsbrown Wealth Consultants LLC413,749
2.5% of portfolio›$13.5M
Dhjj Financial Advisors, Ltd.409,205
3.8% of portfolio›$13.3M
XML Financial, LLC408,627
1.0% of portfolio›$13.3M
Islay Capital Management, LLC407,788
6.2% of portfolio›$13.3M
BlueChip Wealth Advisors LLC406,304
4.4% of portfolio›$13.2M
Koshinski Asset Management, Inc.404,016
0.7% of portfolio›$13.1M
Mission Wealth Management, LP403,350
0.2% of portfolio›$13.1M
Richardson Capital Management LLC396,435
5.3% of portfolio›$12.9M
Red Mountain Financial, LLC394,735
10.7% of portfolio›$12.8M
Midwest Financial Group LLC390,708
4.3% of portfolio›$12.7M
Clay Northam Wealth Management, LLC389,943
5.9% of portfolio›$12.7M
Canvas Wealth Advisors, LLC389,655
1.8% of portfolio›$13.9M
Traphagen Investment Advisors LLC387,252
0.9% of portfolio›$12.6M
Pacific Capital Wealth Advisors, Inc.386,210
1.8% of portfolio›$12.6M
Avior Wealth Management, LLC385,587
0.3% of portfolio›$12.5M
Keystone Financial Group, Inc.384,721
6.7% of portfolio›$12.5M
Integral Investment Advisors, Inc.383,186
2.7% of portfolio›$12.5M
Baker Ellis Asset Management LLC381,817
1.4% of portfolio›$12.4M
WealthPlan Investment Management, LLC377,019
0.6% of portfolio›$12.3M
Signature Estate & Investment Advisors LLC373,684
0.2% of portfolio›$12.2M
Larson Financial Group LLC371,413
0.3% of portfolio›$12.1M
Certior Financial Group, LLC369,749
6.5% of portfolio›$12.0M
Monetary Solutions, Ltd367,846
10.2% of portfolio›$12.0M
Winthrop Advisory Group LLC365,163
0.7% of portfolio›$11.9M
MBA Advisors LLC363,068
3.9% of portfolio›$11.8M
Verus Capital Partners, LLC362,931
0.6% of portfolio›$11.8M
Lakeshore Financial Planning, Inc.362,490
3.7% of portfolio›$11.8M
Dmkc Advisory Services, LLC361,316
2.9% of portfolio›$11.8M
Prosperitas Financial LLC360,752
3.5% of portfolio›$11.7M
Assetmark, Inc357,850
0.0% of portfolio›$11.6M
MSH Capital Advisors LLC352,796
1.8% of portfolio›$11.5M
Kure Advisory, LLC352,119
5.3% of portfolio›$11.5M
Bell Investment Advisors, Inc352,000
1.7% of portfolio›$11.5M
McAlister, Sweet & Associates, Inc.343,226
7.1% of portfolio›$11.2M
Johnson & White Wealth Management, LLC341,160
4.0% of portfolio›$11.1M
Benchmark Financial Wealth Advisors, LLC340,535
2.6% of portfolio›$11.1M
Robertson Stephens Wealth Management, LLC338,840
0.3% of portfolio›$11.0M
Meridian Financial Advisors, LLC333,910
5.1% of portfolio›$10.9M
Mayfair Advisory Group, LLC331,699
3.1% of portfolio›$10.8M
Juncture Wealth Strategies, LLC322,879
2.7% of portfolio›$10.5M
Appalachian Capital Management Ltd321,346
7.5% of portfolio›$10.5M
YHB Investment Advisors, Inc.320,278
0.7% of portfolio›$10.4M
Integrity Alliance, Llc.318,735
0.3% of portfolio›$10.4M
Redhawk Wealth Advisors, Inc.315,628
1.0% of portfolio›$10.3M
Beacon Financial Planning, Inc314,463
3.5% of portfolio›$10.2M
PPS&V Asset Management Consultants, Inc.313,441
5.5% of portfolio›$10.2M
North Star Investment Management Corp.309,776
0.5% of portfolio›$10.1M
Investors Research Corp302,624
1.7% of portfolio›$9.8M
Union Bancaire Privee, UBP SA301,970
0.1% of portfolio›$8.3M
VMS Asset Management Limited301,970
3.7% of portfolio›$9.8M
Diversified Enterprises, LLC297,679
0.4% of portfolio›$9.7M
Dynamic Advisor Solutions LLC297,490
0.3% of portfolio›$9.7M
Joseph Group Capital Management294,563
1.7% of portfolio›$9.6M
Livet Wealth, LLC294,494
5.3% of portfolio›$9.6M
Moneco Advisors, LLC292,572
0.6% of portfolio›$9.5M
New England Private Wealth Advisors LLC290,636
0.9% of portfolio›$9.5M
Oppenheimer Asset Management Inc.288,805
0.1% of portfolio›$9.4M
Coquina Private Wealth LLC287,863
6.3% of portfolio›$9.4M
Crescent Sterling, Ltd.287,582
7.7% of portfolio›$9.4M
Curtis Advisory Group, LLC284,528
1.7% of portfolio›$9.3M
Penney Financial, LLC284,097
2.7% of portfolio›$9.2M
Stewardship Concepts Financial Services LLC282,125
6.0% of portfolio›$9.2M
Karras Company, Inc.281,620
8.4% of portfolio›$9.2M
Guardian Financial Partners, LLC281,413
3.5% of portfolio›$9.2M
Valley National Advisers Inc279,208
1.0% of portfolio›$9.1M
HRC Wealth Management, LLC277,145
3.6% of portfolio›$9.0M
Pittenger & Anderson Inc275,323
0.3% of portfolio›$9.0M
Investment Advisory Services Inc274,322
2.5% of portfolio›$8.9M
Milestones Private Investment Advisors LLC273,063
7.2% of portfolio›$8.9M
Orgel Wealth Management, LLC272,367
0.2% of portfolio›$8.9M
D.B. Root & Company, LLC271,885
1.9% of portfolio›$8.8M
Michels Family Financial, LLC270,972
5.5% of portfolio›$8.8M
Keeler Thomas Management LLC270,964
3.4% of portfolio›$8.8M
Compass Wealth Management, LLC270,692
3.5% of portfolio›$8.8M
Prospera Financial Services Inc270,505
0.1% of portfolio›$9.7M
Madden Securities Corp270,010
2.3% of portfolio›$8.8M
NBT Bank, N.A.269,733
0.6% of portfolio›$8.8M
HBW Advisory Services LLC269,029
0.9% of portfolio›$8.8M
Chicago Partners Investment Group LLC267,545
0.2% of portfolio›$9.4M
Visionary Wealth Advisors266,690
0.3% of portfolio›$8.7M
Davis Capital Management265,361
5.2% of portfolio›$8.6M
Fairway Financial, LLC262,714
5.3% of portfolio›$8.5M
DT Investment Partners, LLC261,715
0.6% of portfolio›$8.5M
Old Port Advisors260,636
1.7% of portfolio›$8.5M
Raab & Moskowitz Asset Management LLC256,743
1.7% of portfolio›$8.4M
Allen Capital Group, LLC255,875
0.7% of portfolio›$8.3M
Matrix Trust Co254,782
0.0% of portfolio›$8.3K
Strategic Blueprint, LLC252,836
0.4% of portfolio›$8.2M
Yelin Lapidot Holdings Management Ltd.251,541
1.5% of portfolio›$8.2M
Burns Matteson Capital Management, LLC249,934
2.8% of portfolio›$8.1M
Plancorp, LLC247,708
0.2% of portfolio›$8.9M
Womack Financial LLC247,671
5.3% of portfolio›$8.1M
Flagship Harbor Advisors, LLC247,392
0.3% of portfolio›$8.0M
USAdvisors Wealth Management, LLC246,227
0.0% of portfolio›$8.0K
CPA Asset Management Group, LLC246,154
2.2% of portfolio›$8.0M
Intrua Financial, LLC245,888
0.7% of portfolio›$8.0M
Skyline Advisors, Inc.244,907
2.5% of portfolio›$8.0M
Asset Advisory Group, Inc.241,689
3.4% of portfolio›$7.9M
Dickmeyer Boyce Financial Management, Inc.241,399
4.0% of portfolio›$7.9M
Pinkerton Wealth, LLC241,159
1.2% of portfolio›$7.8M
Sheets Smith Wealth Management241,043
0.8% of portfolio›$7.8M
High Net Worth Advisory Group LLC239,568
1.6% of portfolio›$7.8M
Signal Advisors Wealth, LLC238,788
0.3% of portfolio›$7.8M
Legacy Advisors, LLC238,638
0.7% of portfolio›$7.8M
Chris Bulman Inc235,427
2.7% of portfolio›$7.7M
Dorato Capital Management234,525
5.1% of portfolio›$7.7M
Wedmont Private Capital233,756
0.2% of portfolio›$7.7M
Patriot Investment Management Group, Inc.233,754
0.4% of portfolio›$7.6M
Beacon Advisors Holdings, LLC232,303
3.6% of portfolio›$7.6M
St. Johns Investment Management Company, LLC231,189
2.9% of portfolio›$7.5M
Adams Asset Advisors, LLC229,830
0.8% of portfolio›$7.5M
Atria Investments, Inc227,968
0.1% of portfolio›$7.4M
Alkeme Wealth, LLC224,686
2.8% of portfolio›$7.3M
Family Investment Center, Inc.224,642
1.2% of portfolio›$7.3M
Sierra Ocean, LLC224,603
4.5% of portfolio›$7.3M
Family Capital Management, Inc.223,303
2.8% of portfolio›$7.3M
Eagle Strategies LLC223,164
0.7% of portfolio›$7.3M
Joseph P. Lucia & Associates, LLC222,705
2.1% of portfolio›$7.2M
True Freedom Investing, LLC221,481
1.1% of portfolio›$7.2M
Global Strategic Investment Solutions, LLC219,535
0.6% of portfolio›$7.1M
Oasis Advisors, LLC219,517
3.0% of portfolio›$7.1M
Sendero Wealth Management, LLC219,141
0.7% of portfolio›$7.1M
Wedbush Securities Inc217,924
0.0% of portfolio›$7.1K
Fiduciary Alliance LLC217,420
0.5% of portfolio›$7.1M
SevenBridge Financial Group, LLC214,378
1.1% of portfolio›$7.4M
Seek First Inc.212,670
4.5% of portfolio›$6.9M
Park Avenue Securities LLC211,626
0.0% of portfolio›$6.9K
Diversify Wealth Management, LLC211,368
0.1% of portfolio›$7.2M
Diversify Advisory Services, LLC211,368
0.1% of portfolio›$7.2M
BCS Wealth Management209,584
1.2% of portfolio›$6.8M
Dominguez Wealth Management Solutions, Inc.209,188
3.8% of portfolio›$6.8M
Founders Financial Securities LLC206,642
0.3% of portfolio›$6.7M
Perigon Wealth Management, LLC206,170
0.1% of portfolio›$6.7M
Vise Technologies, Inc.205,968
0.1% of portfolio›$6.7M
Strategic Wealth Investment Group, LLC204,983
0.8% of portfolio›$6.7M
Annex Advisory Services, LLC203,954
0.1% of portfolio›$6.6M
MFA Wealth Services203,610
3.9% of portfolio›$6.6M
Holos Integrated Wealth LLC203,528
3.1% of portfolio›$7.0M
Bare Financial Services, Inc202,935
1.5% of portfolio›$6.6M
Axxcess Wealth Management, LLC201,399
0.3% of portfolio›$6.6M
WealthPLAN Partners, LLC198,867
1.2% of portfolio›$6.5M
Merkkuri Wealth Advisors LLC198,297
3.9% of portfolio›$6.5M
Fagan Associates, Inc.196,655
0.7% of portfolio›$6.4M
Certified Advisory Corp195,373
0.5% of portfolio›$6.4M
AlphaCore Capital LLC194,747
0.1% of portfolio›$6.3M
Spire Wealth Management194,350
0.2% of portfolio›$6.3M
Vigilare Wealth Management194,200
1.9% of portfolio›$6.3M
Avidian Wealth Enterprises, LLC191,497
0.2% of portfolio›$6.2M
First Merchants Corp191,136
0.2% of portfolio›$6.2M
Copper Harbor Investment Advisors, LLC191,133
1.3% of portfolio›$6.2M
Alpha Omega Wealth Management LLC190,805
0.9% of portfolio›$6.2M
Crew Capital Management, Ltd189,435
3.2% of portfolio›$6.2M
Legacy Private Trust Co.189,049
0.3% of portfolio›$6.1M
Trek Financial, LLC187,078
0.3% of portfolio›$6.1M
Cape Investment Advisory, Inc.186,669
1.6% of portfolio›$6.1M
Financial Partners Group, Inc185,898
0.6% of portfolio›$6.0M
Global Financial Private Client, LLC185,727
1.7% of portfolio›$6.0M
Iron Financial LLC184,943
2.5% of portfolio›$6.0M
Lynch & Associates184,645
0.9% of portfolio›$6.0M
Camden National Bank184,433
0.8% of portfolio›$6.0M
Alliance Wealth Management Group183,586
1.2% of portfolio›$6.0M
Towercrest Capital Management183,586
0.9% of portfolio›$6.0M
Advisortrust Partners, LLC183,020
1.9% of portfolio›$6.0M
LS Investment Advisors, LLC182,044
0.8% of portfolio›$5.9M
Cresta Advisors, Ltd.180,209
2.6% of portfolio›$5.9M
Onyx Bridge Wealth Group LLC180,182
0.5% of portfolio›$5.9M
Surience Private Wealth LLC179,961
5.6% of portfolio›$5.9M
Bensler, LLC178,963
0.5% of portfolio›$5.8M
Fifth Third Securities, Inc.178,589
0.3% of portfolio›$5.8M
Lexington Hill Partners, LLC176,605
2.5% of portfolio›$5.7M
Capital Investment Advisory Services, LLC176,171
0.4% of portfolio›$5.7M
Root Financial Partners, LLC176,057
0.2% of portfolio›$5.7M
Sanders Morris Harris LLC175,751
0.8% of portfolio›$5.8M
PCA Investment Advisory Services Inc.175,672
1.6% of portfolio›$5.7M
Ignite Planners, LLC173,804
0.7% of portfolio›$5.7M
Roman Butler Fullerton & Co172,862
1.4% of portfolio›$5.9M
Samalin Investment Counsel, LLC172,620
1.8% of portfolio›$5.6M
Sowell Financial Services LLC172,506
0.2% of portfolio›$5.6M
Berkeley, Inc169,772
1.7% of portfolio›$5.5M
Decker Retirement Planning Inc.169,542
1.8% of portfolio›$5.5M
Liberty Capital Management, Inc.169,336
0.9% of portfolio›$5.5M
Meridian Wealth Management, LLC169,311
0.2% of portfolio›$5.5M
Richards, Merrill & Peterson, Inc.168,850
1.7% of portfolio›$5.5M
Keeler & Nadler Financial Planning & Wealth Management168,783
1.5% of portfolio›$5.5M
Good Harbor Advisors, Inc.168,692
5.1% of portfolio›$5.5M
Compass Financial Management LLC168,439
0.6% of portfolio›$5.5M
StoneX Group Inc.167,570
0.2% of portfolio›$5.5M
Titleist Asset Management, LLC167,167
0.4% of portfolio›$5.4M
Perryman Financial Advisory Inc165,249
0.7% of portfolio›$5.4M
Cutler Investment Counsel LLC163,973
0.5% of portfolio›$5.3M
Milestone Asset Management, LLC162,920
0.8% of portfolio›$5.3M
Compass Financial Group, Inc162,455
0.6% of portfolio›$5.3M
Stackstone Wealth, LLC162,412
0.5% of portfolio›$5.3M
MBE Wealth Management, LLC160,989
1.8% of portfolio›$5.2M
Focused Alpha, LLC160,927
1.3% of portfolio›$5.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management160,817
0.1% of portfolio›$5.2M
Olio Financial Planning160,174
1.3% of portfolio›$5.2M
First Heartland Consultants, Inc.159,936
0.3% of portfolio›$5.2M
Simon Quick Advisors, LLC158,916
0.2% of portfolio›$5.2M
TrueWealth Advisors, LLC158,774
1.2% of portfolio›$5.2M
KCM Investment Advisors LLC158,361
0.2% of portfolio›$5.2M
Y-Intercept (Hong Kong) Ltd157,867
0.1% of portfolio›$5.1M
TFB Advisors LLC156,646
2.1% of portfolio›$5.1M
LVM Capital Management LTD155,148
0.4% of portfolio›$5.0M
Andrews Advisory Associates, LLC154,583
2.3% of portfolio›$5.0M
Soltis Investment Advisors LLC150,429
0.2% of portfolio›$4.9M
Gradient Capital Advisors, LLC149,170
1.1% of portfolio›$4.9M
Jnba Financial Advisors148,444
0.4% of portfolio›$4.8M
SeaCrest Wealth Management, LLC146,571
0.5% of portfolio›$4.8M
Beam Wealth Advisors, Inc.146,214
1.0% of portfolio›$4.8M
EverSource Wealth Advisors, LLC144,254
0.2% of portfolio›$4.7M
Valley Forge Investment Consultants Inc ADV144,141
1.2% of portfolio›$4.7M
Mattern Wealth Management LLC144,048
0.8% of portfolio›$4.7M
Capital Investment Advisors, LLC144,036
0.1% of portfolio›$4.7M
North Forty Two & Co.143,080
3.8% of portfolio›$4.7M
CapWealth Advisors, LLC142,240
0.3% of portfolio›$4.6M
Zullo Investment Group, Inc.141,591
1.5% of portfolio›$4.6M
United Advisor Group, LLC141,341
0.4% of portfolio›$4.6M
Elevation Wealth Partners, LLC140,378
1.3% of portfolio›$4.6M
Portus Wealth Advisors, LLC137,615
3.7% of portfolio›$4.5M
Aprio Wealth Management, LLC137,482
0.2% of portfolio›$4.5M
RVW Wealth, LLC134,272
0.3% of portfolio›$4.4M
Ceera Investments, LLC133,807
1.7% of portfolio›$4.4M
Cordgrass Capital Advisors, LLC133,355
1.6% of portfolio›$4.3M
Cpwa, LLC133,051
4.8% of portfolio›$4.4M
TPG Advisors LLC130,421
2.3% of portfolio›$4.2M
BXM Wealth LLC130,372
2.3% of portfolio›$4.2M
Hudock, Inc.129,444
0.5% of portfolio›$4.2M
KFG Wealth Management, LLC127,824
0.5% of portfolio›$4.2M
Patriot Financial Group Insurance Agency, LLC127,682
0.4% of portfolio›$4.2M
Cambridge Advisors Inc.127,647
0.7% of portfolio›$4.2M
Sovran Advisors, LLC127,371
0.3% of portfolio›$4.5M
Mengis Capital Management, Inc.127,317
0.6% of portfolio›$4.1M
First National Trust Co126,932
0.1% of portfolio›$4.1M
Emerald Advisors, LLC126,598
0.5% of portfolio›$4.1M
Guyasuta Investment Advisors Inc125,931
0.2% of portfolio›$4.1M
Caliber Wealth Management, LLC / KS125,197
0.4% of portfolio›$4.1M
WBH Advisory Inc124,943
0.3% of portfolio›$4.1M
Schear Investment Advisers, LLC124,880
0.5% of portfolio›$4.1M
Tempo Wealth, LLC124,880
0.5% of portfolio›$4.1M
Olistico Wealth, LLC124,750
1.7% of portfolio›$4.1M
WPG Advisers, LLC124,007
2.2% of portfolio›$4.0M
Decker Wealth Management LLC123,798
0.8% of portfolio›$4.0M
Warwick Investment Management, Inc.122,955
0.5% of portfolio›$4.0M
Flagship Wealth Advisors, LLC122,903
0.9% of portfolio›$4.0M
John W. Brooker & Co., CPAs122,579
4.5% of portfolio›$4.0M
AMG National Trust Bank121,910
0.1% of portfolio›$4.0M
RMG Wealth Management LLC120,855
0.4% of portfolio›$4.3M
Cowa, LLC119,964
1.0% of portfolio›$3.9M
CWS Financial Advisors, LLC119,423
0.9% of portfolio›$3.9M
Cap Partners, LLC118,744
1.8% of portfolio›$3.9M
HUB Investment Partners, LLC118,554
0.1% of portfolio›$3.9M
LifeSteps Financial, Inc.117,518
1.8% of portfolio›$3.8M
Nadler Financial Group, Inc.117,506
0.3% of portfolio›$3.8M
Centennial Advisors, LLC116,673
4.5% of portfolio›$3.8M
Sound Income Strategies, LLC115,933
0.2% of portfolio›$3.8M
Tenzing Financial LLC115,534
2.7% of portfolio›$4.0M
XY Planning Network, Inc.115,302
0.4% of portfolio›$3.8M
Financial Perspectives, Inc114,218
0.9% of portfolio›$3.7M
Prime Capital Investment Advisors, LLC114,092
0.0% of portfolio›$3.7M
Collective Family Office LLC113,689
0.8% of portfolio›$3.7M
Simplicity Wealth,LLC113,648
0.1% of portfolio›$3.7M
Transcendent Capital Group LLC112,805
1.5% of portfolio›$3.7M
Hurley Capital, LLC111,993
1.8% of portfolio›$3.6M
Independent Solutions Wealth Management, LLC111,131
0.5% of portfolio›$3.6M
Breakwater Investment Management110,839
1.2% of portfolio›$3.6M
Gilbert Capital Group, Inc.110,690
2.5% of portfolio›$3.6M
William John Sempolinski109,680
1.4% of portfolio›$3.6M
Woodside Wealth Management LLC108,321
2.4% of portfolio›$3.5M
McGrath & Associates, Inc.108,065
3.9% of portfolio›$3.5M
Precedent Wealth Partners, LLC108,018
0.5% of portfolio›$3.5M
My Personal CFO, LLC107,135
1.3% of portfolio›$3.5M
Verdence Capital Advisors LLC106,517
0.1% of portfolio›$3.5M
Corda Investment Management, Llc.106,479
0.2% of portfolio›$3.5M
Magnus Financial Group LLC106,113
0.2% of portfolio›$3.5M
Bfsg, LLC105,486
0.3% of portfolio›$3.4M
Krilogy Financial LLC105,279
0.1% of portfolio›$3.5M
Piedmont Capital Management, LLC104,085
2.0% of portfolio›$3.4M
Fiscal Wisdom Wealth Management, LLC103,880
4.0% of portfolio›$3.4M
Sage Investment Advisers LLC103,565
2.2% of portfolio›$3.4M
Silverlake Wealth Management LLC102,108
0.6% of portfolio›$3.3M
Mitchell Sinkler & Starr101,874
1.3% of portfolio›$3.3M
Virginia Estate & Retirement Planning Advisors Inc.101,483
4.2% of portfolio›$3.3M
BKM Wealth Management, LLC100,531
1.1% of portfolio›$3.3M
CoreCap Advisors, LLC100,242
0.1% of portfolio›$3.3M
Capital Squared Financial LLC100,123
2.1% of portfolio›$3.3M
Plus Group Wealth Advisors LLC99,669
2.9% of portfolio›$3.2M
Freestate Advisors LLC98,572
2.5% of portfolio›$3.2M
SFM, LLC d/b/a Sweeney Financial Advisors98,077
1.6% of portfolio›$3.2M
Trust Co of Vermont97,534
0.1% of portfolio›$3.2M
Capital Advisors, Ltd. LLC97,327
0.0% of portfolio›$3.2K
International Assets Investment Management, LLC97,087
0.2% of portfolio›$3.2M
Journey Beyond Wealth, LLC96,873
2.4% of portfolio›$3.2M
Scott & Selber, Inc.96,045
0.7% of portfolio›$3.1M
Blueprint Investment Partners LLC95,884
0.3% of portfolio›$3.1M
Equity Wealth Partners, LLC95,217
1.0% of portfolio›$3.1M
Atlas Wealth Partners, LLC94,783
3.2% of portfolio›$3.1M
Blueprint Financial Advisors LLC94,157
0.3% of portfolio›$3.1M
B. Riley Wealth Advisors, Inc.94,061
0.1% of portfolio›$3.1M
RIA Advisory Group LLC93,719
0.9% of portfolio›$3.0M
Bell Bank93,680
0.1% of portfolio›$3.0M
Revolve Wealth Partners, LLC93,356
0.3% of portfolio›$3.0M
RFG Advisory, LLC93,296
0.0% of portfolio›$3.0M
Macroview Investment Management LLC93,027
1.8% of portfolio›$3.0M
Selby Wealth Management, LLC92,957
1.1% of portfolio›$3.0M
Hilltop National Bank92,770
0.6% of portfolio›$3.0M
Advisory Solutions Group, LLC92,728
0.6% of portfolio›$3.0M
Welch & Forbes LLC92,277
0.0% of portfolio›$3.0M
Myecfo, LLC92,022
1.1% of portfolio›$3.0M
Everhart Financial Group, Inc.92,020
0.2% of portfolio›$3.0M
Fermata Advisors, LLC91,854
0.6% of portfolio›$3.0M
Brighton Jones LLC91,082
0.1% of portfolio›$3.0M
Caldwell Trust Co90,892
0.2% of portfolio›$3.0M
Latitude Advisors, LLC90,781
0.9% of portfolio›$3.0M
Financial Solutions Advisory Group, Inc.90,553
0.4% of portfolio›$3.1M
Cambridge Financial Group, LLC90,249
0.9% of portfolio›$2.9M
Facet Wealth, Inc.89,729
0.0% of portfolio›$2.9M
SpringVest Wealth Management LLC89,067
1.8% of portfolio›$2.9M
MassMutual Private Wealth & Trust, FSB88,214
0.1% of portfolio›$2.9M
Wealthcare Capital Management LLC87,376
0.3% of portfolio›$2.8M
Millennium Capital Advisors, LLC86,043
1.5% of portfolio›$2.8M
Asset Dedication, LLC85,339
0.2% of portfolio›$2.8M
Physician Wealth Advisors, Inc.85,231
0.3% of portfolio›$2.8M
BLB&B Advisors, LLC85,029
0.1% of portfolio›$2.8M
Elwood & Goetz Wealth Advisory Group, LLC84,474
0.4% of portfolio›$2.7M
PKS Advisory Services, LLC83,952
0.4% of portfolio›$2.7M
Blue Bell Private Wealth Management, LLC83,770
0.3% of portfolio›$2.7M
Bryn Mawr Trust Advisors, LLC83,687
0.1% of portfolio›$2.7M
Csenge Advisory Group83,595
0.1% of portfolio›$2.7M
Daymark Wealth Partners, LLC83,498
0.1% of portfolio›$2.7M
Cypress Wealth Services, LLC83,262
0.3% of portfolio›$2.7M
Hilton Head Capital Partners, LLC83,170
1.5% of portfolio›$2.7M
Directional Asset Management83,109
2.2% of portfolio›$2.7M
Bison Wealth, LLC82,994
0.2% of portfolio›$2.8M
FMA Wealth Management, LLC82,794
1.7% of portfolio›$2.7M
First National Bank of Mount Dora, Trust Investment Services82,452
0.5% of portfolio›$2.7M
Concord Wealth Partners82,079
0.3% of portfolio›$2.7M
Valeo Financial Advisors, LLC81,770
0.1% of portfolio›$2.7M
Boyer Financial Services, Inc.81,559
2.1% of portfolio›$2.7M
Balentine LLC81,487
0.1% of portfolio›$2.7M
Juno Financial Group LLC80,987
0.9% of portfolio›$2.6M
Villere ST Denis J & Co LLC80,557
0.3% of portfolio›$2.6M
J. Derek Lewis & Associates Inc.80,509
0.5% of portfolio›$2.6M
Columbia Advisory Partners LLC80,139
1.4% of portfolio›$2.6M
Guardian Asset Advisors, LLC79,668
1.2% of portfolio›$2.6M
Fairscale Capital, LLC79,395
1.7% of portfolio›$2.8M
Great Waters Wealth Management78,784
0.2% of portfolio›$2.6M
Cornerstone Planning Group LLC78,202
0.3% of portfolio›$2.6M
Balefire, LLC76,700
0.4% of portfolio›$2.5M
Comprehensive Financial Planning, Inc.76,591
1.3% of portfolio›$2.5M
KG Capital Management76,416
1.5% of portfolio›$2.5M
Bangor Savings Bank76,233
0.2% of portfolio›$2.5M
Hazlett, Burt & Watson, Inc.76,214
0.0% of portfolio›$2.5K
BG Investment Services, LLC75,995
0.4% of portfolio›$2.5M
Murphy, Middleton, Hinkle & Parker, Inc.75,236
1.0% of portfolio›$2.4M
Elevation Point Wealth Partners, LLC75,092
0.0% of portfolio›$2.4M
Park Edge Advisors, LLC74,705
0.5% of portfolio›$2.4M
RDA Financial Network74,538
0.5% of portfolio›$2.4M
Factor Wealth Management LTD74,329
0.4% of portfolio›$2.4M
Mainsail Financial Group, LLC74,120
0.8% of portfolio›$2.4M
Traynor Capital Management, Inc.74,056
0.1% of portfolio›$2.4M
Etesian Wealth Advisors, Inc.73,600
0.7% of portfolio›$2.4M
GHP Investment Advisors, Inc.73,372
0.1% of portfolio›$2.4M
Eastern Bank73,328
0.0% of portfolio›$2.4M
BIP Wealth, LLC72,346
0.1% of portfolio›$2.4M
Weaver Consulting Group70,454
0.4% of portfolio›$2.3M
Wesbanco Bank Inc70,427
0.1% of portfolio›$2.3M
Clear Creek Financial Management, LLC70,141
0.2% of portfolio›$2.3M
Trust Co70,041
0.2% of portfolio›$2.3M
San Luis Wealth Advisors LLC69,769
0.3% of portfolio›$2.3M
Evanson Financial, LLC69,372
0.1% of portfolio›$2.3M
NWF Advisory Services Inc.69,231
0.2% of portfolio›$2.3M
Verus Financial Partners, Inc.69,093
0.2% of portfolio›$2.2M
Birchwood Financial Partners, Inc.68,616
1.7% of portfolio›$2.2M
Inscription Capital, LLC68,590
0.2% of portfolio›$2.2M
Capital Advisors Wealth Management, LLC68,499
0.3% of portfolio›$2.2M
Carrera Capital Advisors68,286
0.3% of portfolio›$2.2M
Whitener Capital Management, Inc.68,218
0.4% of portfolio›$2.2M
Gradient Investments LLC68,088
0.0% of portfolio›$2.2M
Wise Wealth Partners67,885
4.0% of portfolio›$2.2M
Pennsylvania Capital Management Inc67,452
0.5% of portfolio›$2.2M
CPC Advisors, LLC64,950
0.3% of portfolio›$2.1M
Tred Avon Family Wealth, LLC64,813
0.6% of portfolio›$2.1M
Laurel OAK Wealth Management, LLC64,771
0.3% of portfolio›$2.1M
Thrive Wealth Management, LLC64,510
0.3% of portfolio›$2.1M
Elevate Wealth Advisory, Inc64,347
1.1% of portfolio›$2.1M
Serenity Investment Advisors64,215
0.9% of portfolio›$2.1M
Verity Asset Management, Inc.64,186
0.8% of portfolio›$2.1M
Insight Inv LLC63,928
1.0% of portfolio›$2.1M
Retirement Planning Group, LLC63,319
0.1% of portfolio›$2.1M
Foguth Wealth Management, Llc.63,252
0.2% of portfolio›$2.2M
Chapman Financial Group, LLC62,424
1.3% of portfolio›$2.0M
Indivisible Partners62,288
0.1% of portfolio›$2.0M
Todd Wealth Management, LLC62,218
1.5% of portfolio›$2.0M
ETF Store, Inc.62,080
1.7% of portfolio›$2.0M
Stillwater Wealth Management Group61,744
1.1% of portfolio›$2.0M
Cottage Street Advisors LLC61,590
0.8% of portfolio›$2.0M
MFG Wealth Management, Inc.61,430
1.5% of portfolio›$2.0M
Anson Capital, Inc.60,986
1.3% of portfolio›$2.0M
Carroll Advisory Group, LLC60,822
0.6% of portfolio›$2.0M
4Wealth Advisors, Inc.59,150
1.3% of portfolio›$1.9M
Bond & Devick Financial Network, Inc.58,983
0.5% of portfolio›$1.9M
Cathy Pareto & Associates, Inc58,970
1.1% of portfolio›$1.9M
Genesee Capital Advisors, LLC58,791
0.6% of portfolio›$1.9M
Enclave Advisors LLC58,443
0.2% of portfolio›$1.9M
Sagespring Wealth Partners, LLC57,124
0.0% of portfolio›$1.9M
Cornerstone Wealth Management, LLC57,081
0.1% of portfolio›$1.9M
Townsend Asset Management Corp57,073
0.6% of portfolio›$1.9M
Register Financial Advisors LLC57,043
0.6% of portfolio›$1.9M
Probity Advisors, Inc.56,927
0.3% of portfolio›$1.9M
Compass Financial Group, Inc. (Ohio)56,307
1.2% of portfolio›$1.8M
Sun Group Wealth Partners55,832
1.1% of portfolio›$1.8M
Wilmington Savings Fund Society, FSB55,549
0.0% of portfolio›$1.8M
Sagace Wealth Management LLC55,312
1.1% of portfolio›$1.8M
Triton Wealth Management, Pllc55,210
0.6% of portfolio›$2.0M
IFS Advisors, LLC54,968
0.5% of portfolio›$1.8M
LexAurum Advisors, LLC54,916
0.2% of portfolio›$1.8M
Aurora Private Wealth, Inc.54,832
0.0% of portfolio›$1.8K
Concord Asset Management, LLC54,581
0.3% of portfolio›$1.8M
Armor Investment Advisors, LLC54,573
0.6% of portfolio›$1.8M
Private Trust Co NA54,504
0.1% of portfolio›$1.8M
Parkside Financial Bank & Trust54,361
0.1% of portfolio›$1.8M
McAdam, LLC53,958
0.1% of portfolio›$1.8M
Signet Investment Advisory Group, Inc.53,268
0.7% of portfolio›$1.7M
GC Wealth Management RIA, LLC52,792
0.1% of portfolio›$1.7M
Clark Wealth Partners52,328
0.9% of portfolio›$1.7M
Pacific Wealth Strategies Group, Inc.52,239
0.9% of portfolio›$1.7M
Galvin, Gaustad & Stein, LLC52,207
0.1% of portfolio›$1.7M
Centurion Wealth Management LLC52,082
0.4% of portfolio›$1.7M
Washington Trust Advisors, Inc.51,921
0.1% of portfolio›$1.7M
OpenArc Corporate Advisory, LLC51,670
0.0% of portfolio›$1.7M
Agate Pass Investment Management, LLC51,660
0.6% of portfolio›$1.7M
Apella Capital, LLC51,653
0.0% of portfolio›$1.7M
First Growth Capital LLC51,619
1.4% of portfolio›$1.7M
W Advisors, LLC51,596
0.7% of portfolio›$1.7M
Semus Wealth Partners LLC51,339
0.8% of portfolio›$1.7M
Redw Wealth LLC51,152
0.6% of portfolio›$1.7M
Ehrlich Financial Group50,847
0.9% of portfolio›$1.7M
Milestone Asset Management Group, LLC50,690
0.8% of portfolio›$1.6M
WealthBridge Capital Management, LLC50,567
0.3% of portfolio›$1.6M
Capital Square, LLC50,539
0.7% of portfolio›$1.6M
Glass Jacobson Investment Advisors llc50,435
0.5% of portfolio›$1.6M
Independent Wealth Advisors LLC49,997
1.3% of portfolio›$1.6M
TD Waterhouse Canada Inc.49,906
0.0% of portfolio›$1.6M
Integrity Advisory Solutions, LLC49,544
0.2% of portfolio›$1.6M
Outfitters Financial LLC48,955
1.2% of portfolio›$1.6M
Blvd Private Wealth, LLC48,912
1.2% of portfolio›$1.6M
Elmwood Wealth Management, Inc.48,630
0.4% of portfolio›$1.6M
West Bancorporation Inc48,386
0.6% of portfolio›$1.6M
Grantvest Financial Group LLC48,195
0.9% of portfolio›$1.6M
Aspiriant, LLC47,988
0.0% of portfolio›$1.6M
FF Advisors,LLC47,265
0.6% of portfolio›$1.5M
Landaas & Co47,136
0.3% of portfolio›$1.5M
Costello Asset Management, Inc47,050
0.5% of portfolio›$1.5M
Silvia Mccoll Wealth Management, LLC47,045
0.9% of portfolio›$1.5M
Missouri Trust & Investment Co47,039
0.4% of portfolio›$1.5M
Modera Wealth Management, LLC46,915
0.0% of portfolio›$1.5M
Lanark Financial, Inc.46,863
0.1% of portfolio›$1.5M
Wolfstich Capital, LLC46,813
1.2% of portfolio›$1.5M
TruNorth Capital Management, LLC46,802
0.2% of portfolio›$1.5M
Eagle Harbor Asset Management Inc46,739
1.1% of portfolio›$1.5M
Ironwood Financial, llc46,706
0.2% of portfolio›$1.5M
McGlone Suttner Wealth Management, Inc.46,516
0.2% of portfolio›$1.5M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors46,198
0.1% of portfolio›$1.5M
Gilpin Wealth Management, LLC46,105
1.0% of portfolio›$1.5M
Retirement Guys Formula LLC46,011
0.6% of portfolio›$1.5M
Catalyst Investment Management LLC45,956
1.3% of portfolio›$1.5M
Carret Asset Management, LLC45,814
0.1% of portfolio›$1.5M
Insight Advisors, LLC/ PA45,397
0.3% of portfolio›$1.5M
SAX Wealth Advisors, LLC45,132
0.0% of portfolio›$1.5M
Woodmont Investment Counsel LLC44,515
0.1% of portfolio›$1.4M
Cornerstone Wealth Group, LLC43,983
0.1% of portfolio›$1.4M
Attessa Capital LLC43,275
0.6% of portfolio›$1.4M
Bernardo Wealth Planning LLC42,994
0.1% of portfolio›$1.4M
Squire Investment Management Company, LLC42,886
0.3% of portfolio›$1.4M
First National Bank Sioux Falls42,728
0.4% of portfolio›$1.4M
Boyce & Associates Wealth Consulting, Inc.42,519
0.8% of portfolio›$1.4M
Wespac Advisors, LLC42,169
0.7% of portfolio›$1.4M
Hidden Cove Wealth Management, LLC41,711
0.7% of portfolio›$1.4M
Farmers & Merchants Investments Inc41,456
0.0% of portfolio›$1.3M
VestGen Advisors, LLC41,431
0.0% of portfolio›$1.3M
Worth Financial Advisory Group, LLC41,356
0.6% of portfolio›$1.3M
Partners Wealth Management, LLC41,331
0.1% of portfolio›$1.3M
Solidarity Wealth, LLC41,216
0.2% of portfolio›$1.3M
Kanawha Capital Management LLC41,081
0.1% of portfolio›$1.3M
Princeton Global Asset Management LLC41,040
0.2% of portfolio›$1.3M
Vermillion Wealth Management, Inc.40,809
1.5% of portfolio›$1.3M
Advisory Resource Group40,594
0.2% of portfolio›$1.3M
Ellis Investment Partners, LLC40,505
0.2% of portfolio›$1.3M
Carlton Hofferkamp & Jenks Wealth Management, LLC40,258
0.4% of portfolio›$1.4M
One Day In July LLC40,257
0.1% of portfolio›$1.3M
Beacon Financial Advisory LLC40,218
0.2% of portfolio›$1.3M
Shearwater Capital LLC39,910
0.6% of portfolio›$1.3M
Stone Wealth Partners39,900
0.5% of portfolio›$1.3M
LifeWealth Investments, LLC39,604
0.4% of portfolio›$1.3M
Revisor Wealth Management LLC39,593
0.3% of portfolio›$1.3M
Colorado Capital Management, Inc.39,514
0.0% of portfolio›$1.3K
Swmg, LLC39,355
0.3% of portfolio›$1.4M
SYM Financial Corp39,322
0.1% of portfolio›$1.3M
Burke & Herbert Bank & Trust Co38,974
0.3% of portfolio›$1.3M
Vanguard Capital Wealth Advisors38,880
0.9% of portfolio›$1.3M
Guardian Wealth Management, Inc.38,557
0.6% of portfolio›$1.3M
Nabity-Jensen Investment Management Inc38,476
0.8% of portfolio›$1.3M
Insight Wealth Partners, LLC37,788
0.2% of portfolio›$1.2M
Strategic Advisors LLC37,757
0.3% of portfolio›$1.2M
First Financial Group Corp37,381
0.9% of portfolio›$1.2M
Pachira Investments Inc.37,228
0.4% of portfolio›$1.2M
CWA Asset Management Group, LLC37,034
0.0% of portfolio›$1.2M
Meredith Wealth Planning36,956
0.3% of portfolio›$1.2M
Compass Ion Advisors, LLC36,878
0.1% of portfolio›$1.2M
Omni 360 Wealth, Inc.36,761
0.5% of portfolio›$1.2M
Third View Private Wealth, LLC36,711
0.1% of portfolio›$1.2M
Strategy Asset Managers LLC36,696
0.2% of portfolio›$1.2M
Marino, Stram & Associates LLC36,564
0.2% of portfolio›$1.2M
Evolution Wealth Advisors, LLC36,509
0.1% of portfolio›$1.2M
Arsenal Capital Advisors LLC36,317
0.6% of portfolio›$1.2M
Novem Group36,210
0.1% of portfolio›$1.2M
Fulcrum Equity Management35,771
0.9% of portfolio›$1.2M
Beaumont Financial Advisors, LLC35,672
0.1% of portfolio›$1.2M
Almanack Investment Partners, Llc.35,579
0.1% of portfolio›$1.2M
Foster Victor Wealth Advisors, LLC35,433
0.1% of portfolio›$1.2M
Focused Wealth Management, Inc35,390
0.1% of portfolio›$1.2M
Meitav Investment House LTD35,280
0.0% of portfolio›$1.1M
Worth Asset Management, LLC35,270
0.3% of portfolio›$1.1M
Advisor OS, LLC35,267
0.1% of portfolio›$1.1M
Code Waechter LLC35,192
0.5% of portfolio›$1.1M
Embree Financial Group35,191
0.1% of portfolio›$1.1M
Bank of New Hampshire35,153
0.2% of portfolio›$1.1M
Morling Financial Advisors, LLC35,119
0.3% of portfolio›$1.1M
Narwhal Capital Management34,988
0.1% of portfolio›$1.1M
Clark Asset Management, LLC34,815
0.1% of portfolio›$1.1M
Walkner Condon Financial Advisors LLC34,815
0.1% of portfolio›$1.1M
True North Advisors, LLC34,768
0.1% of portfolio›$1.1M
Financial Planning Hawaii, Inc.34,408
0.6% of portfolio›$1.1M
CFS Investment Advisory Services, LLC34,327
0.1% of portfolio›$1.1M
Wernau Asset Management Inc.34,212
0.5% of portfolio›$1.1M
Salem Investment Counselors Inc34,167
0.0% of portfolio›$1.1M
Aaron Wealth Advisors LLC34,067
0.1% of portfolio›$1.1M
RMR Wealth Builders34,044
0.1% of portfolio›$1.1M
Elevation Capital Advisory, LLC33,797
0.4% of portfolio›$1.1M
Signaturefd, LLC33,712
0.0% of portfolio›$1.1M
NorthCrest Asset Manangement, LLC33,705
0.0% of portfolio›$1.1M
Grimes & Co Wealth Management, LLC33,606
0.0% of portfolio›$1.1M
Fusion Capital, LLC33,469
0.2% of portfolio›$1.1M
Saxony Capital Management, LLC33,366
0.5% of portfolio›$1.1M
Clear Point Advisors Inc.33,338
0.7% of portfolio›$1.1M
Lederer & Associates Investment Counsel32,739
0.0% of portfolio›$1.1K
First Community Trust NA32,716
0.4% of portfolio›$1.1M
Brown Wealth Management, LLC32,687
0.2% of portfolio›$1.1M
American Capital Advisory, LLC32,441
0.4% of portfolio›$1.1M
Yoder Wealth Management, Inc.32,335
0.4% of portfolio›$1.1M
Nova Financial LLC32,326
0.4% of portfolio›$1.1M
Van Cleef Asset Management,Inc32,212
0.1% of portfolio›$1.0M
BridgePort Financial Solutions, LLC32,111
0.2% of portfolio›$1.0M
Soundwatch Capital LLC32,021
0.1% of portfolio›$1.0M
Badgley Phelps Wealth Managers, LLC31,889
0.0% of portfolio›$1.0M
Sterling Investment Management, LLC31,704
0.6% of portfolio›$1.0M
Mather Group, Llc.31,554
0.0% of portfolio›$1.0M
Pinion Investment Advisors, LLC31,507
0.2% of portfolio›$1.0M
PDS Planning, Inc31,428
0.1% of portfolio›$1.0M
Sage Financial Group Inc31,417
0.1% of portfolio›$1.0M
Connecticut Wealth Management, LLC31,368
0.0% of portfolio›$1.0M
Paulson Wealth Management Inc.31,358
0.2% of portfolio›$1.0M
Financial Designs Corp31,313
0.5% of portfolio›$1.0M
Avalon Capital Management31,050
0.2% of portfolio›$1.0M
Essex Bank31,002
0.2% of portfolio›$1.0M
Darrow Company, Inc.30,708
0.4% of portfolio›$1.0M
Keystone Wealth Services, LLC30,589
0.2% of portfolio›$1.0M
Dala Group, LLC30,478
0.7% of portfolio›$991.4K
Calamos Wealth Management LLC30,478
0.0% of portfolio›$991.4K
Baker Tilly Wealth Management, LLC30,330
0.2% of portfolio›$986.6K
SWS Partners30,315
0.2% of portfolio›$986.1K
AMI Investment Management Inc30,175
0.2% of portfolio›$981.6K
Successful Portfolios LLC29,922
0.5% of portfolio›$979.0K
Plante Moran Financial Advisors, LLC29,724
0.0% of portfolio›$966.9K
Nicholas Hoffman & Company, Llc.29,692
0.0% of portfolio›$965.9K
Accurate Wealth Management, LLC29,675
0.1% of portfolio›$990.3K
RHS Financial, LLC29,602
0.3% of portfolio›$963.0K
J. Safra Sarasin Holding AG29,579
0.0% of portfolio›$962.2K
Innova Wealth Partners29,564
0.4% of portfolio›$961.7K
Evolution Wealth Management Inc.29,450
0.6% of portfolio›$958.0K
Buska Wealth Management, LLC29,210
0.3% of portfolio›$950.2K
Creekside Partners29,205
0.4% of portfolio›$950.0K
R2 Capital Strategies, LLC29,053
0.4% of portfolio›$945.1K
Bailard, Inc.29,029
0.0% of portfolio›$944.3K
Gemmer Asset Management LLC28,908
0.1% of portfolio›$940.4K
Cooper Financial Group28,833
0.1% of portfolio›$937.9K
Key FInancial Inc28,783
0.2% of portfolio›$936.3K
Miramontes Capital, LLC28,764
0.3% of portfolio›$935.7K
Valicenti Advisory Services Inc28,702
0.0% of portfolio›$934
Fulton Bank, N.A.28,694
0.0% of portfolio›$933.4K
Legacy Capital Wealth Partners, LLC28,679
0.2% of portfolio›$932.9K
Old Mission Investment Co LLC28,530
0.2% of portfolio›$928.1K
Altus Wealth Group LLC28,502
0.3% of portfolio›$927.2K
Investment Management Trust, LLC28,366
0.8% of portfolio›$922.7K
August Group Capital Ltd28,304
0.9% of portfolio›$920.7K
FSM Wealth Advisors, LLC28,235
0.1% of portfolio›$932.9K
Klingman & Associates, LLC28,193
0.0% of portfolio›$917.1K
Forum Financial Management, LP28,171
0.0% of portfolio›$916.4K
World Equity Group, Inc.28,014
0.4% of portfolio›$911.3K
Capital Management Associates, Inc27,950
0.2% of portfolio›$909.2K
Hutchens & Kramer Investment Management Group, LLC27,890
0.3% of portfolio›$907.3K
Evergreen Capital Management LLC27,495
0.0% of portfolio›$894.4K
Rainey & Randall Wealth Advisors Inc.27,487
0.1% of portfolio›$894.2K
Wealth Enhancement Trust Services, Inc.27,404
0.1% of portfolio›$891.5K
Proathlete Wealth Management LLC27,293
0.2% of portfolio›$887.9K
CDM Financial Counseling Services, Inc.27,195
0.7% of portfolio›$884.7K
Key Capital Management, Inc27,192
0.3% of portfolio›$947.6K
Optima Capital LLC27,179
0.3% of portfolio›$884.1K
Verum Partners LLC27,136
0.1% of portfolio›$882.7K
MFA Wealth Advisors, LLC27,099
0.1% of portfolio›$881.5K
CX Institutional27,069
0.0% of portfolio›$881
Sawgrass Asset Management LLC26,967
0.1% of portfolio›$877.2K
M Holdings Securities, Inc.26,770
0.0% of portfolio›$952
BNC Wealth Management, LLC26,693
0.2% of portfolio›$868.3K
Brown, Lisle Ings, Inc.26,538
0.2% of portfolio›$863.3K
Crusonia Wealth Advisors LLC26,523
0.1% of portfolio›$862.8K
Firestone Capital Management26,429
0.2% of portfolio›$859.8K
S&A Financial Services, Inc.26,348
0.5% of portfolio›$857.1K
Balboa Wealth Partners26,164
0.1% of portfolio›$851.1K
Abound Wealth Management26,099
0.2% of portfolio›$849.0K
CMH Wealth Management LLC26,085
0.1% of portfolio›$848.5K
Parsons Capital Management Inc25,995
0.0% of portfolio›$845.6K
KOM Wealth Management Group, LLC25,981
0.4% of portfolio›$845.2K
Regions Financial Corp25,911
0.0% of portfolio›$842.9K
Grandview Asset Management LLC25,859
0.2% of portfolio›$841.2K
Gerald Baker Financial Group LLC25,790
0.2% of portfolio›$838.9K
Ridgecrest Wealth Partners, LLC25,767
0.4% of portfolio›$838.2K
Wilkins Miller Wealth Management, LLC25,394
0.5% of portfolio›$826.1K
Patrick M Sweeney & Associates, Inc25,332
0.5% of portfolio›$824.0K
Ted Buchan & Co25,194
0.3% of portfolio›$819.6K
Ashton Thomas Private Wealth, LLC25,054
0.0% of portfolio›$815.0K
Fortitude Advisory Group L.L.C.24,954
0.3% of portfolio›$811.7K
Breakwater Capital Group24,887
0.1% of portfolio›$809.6K
MidAtlantic Capital Management, Inc.24,884
0.5% of portfolio›$809.5K
Golden State Wealth Management, LLC24,768
0.1% of portfolio›$805.7K
Hardin Capital Partners, LLC24,746
0.4% of portfolio›$805.0K
Value Investment Professionals, LLC24,743
0.7% of portfolio›$804.9K
Mezzasalma Advisors, LLC24,675
0.2% of portfolio›$802.7K
Chapin Davis, Inc.24,584
0.2% of portfolio›$799.7K
RCW Management, LLC24,518
0.7% of portfolio›$797.6K
Pinnacle Bancorp, Inc.24,468
0.2% of portfolio›$795.9K
SP Asset Management LLC24,295
0.1% of portfolio›$790.3K
Schmidt P J Investment Management Inc24,253
0.1% of portfolio›$789.0K
Builder Investment Group Inc24,213
0.2% of portfolio›$787.7K
Trust Co of Toledo NA24,163
0.1% of portfolio›$786.0K
Vann Equity Management LLC24,094
0.5% of portfolio›$783.8K
Ullmann Wealth Partners Group, LLC24,072
0.1% of portfolio›$783.1K
Encompass More Asset Management24,039
0.1% of portfolio›$782.0K
Stewardship Advisors, LLC23,985
0.2% of portfolio›$780.2K
Tenon Financial LLC23,872
0.2% of portfolio›$776.6K
Lyell Wealth Management, LP23,831
0.0% of portfolio›$775.2K
Journey Retirement Planning & Investment Management LLC23,769
0.6% of portfolio›$773.2K
Triad Wealth Partners, LLC23,639
0.0% of portfolio›$769.0K
NewCorp Financial Services, Inc.23,615
0.6% of portfolio›$768.2K
waypoint wealth counsel23,485
0.4% of portfolio›$764.0K
Cypress Capital, LLC23,363
0.2% of portfolio›$760.0K
Sensible Money, LLC23,276
0.2% of portfolio›$757.2K
Cross Staff Investments Inc23,180
0.4% of portfolio›$754.0K
Omega Financial Group, LLC23,113
0.2% of portfolio›$751.9K
Leo Wealth, LLC22,989
0.2% of portfolio›$747.8K
Level Wealth Management LLC22,886
0.3% of portfolio›$744.5K
Aerodigm Wealth, LLC22,765
0.3% of portfolio›$740.5K
First Citizens Bank & Trust Co22,736
0.0% of portfolio›$739.6K
Innovative Wealth Building LLC22,643
0.4% of portfolio›$736.6K
Lantern Wealth Advisors, LLC22,636
0.3% of portfolio›$736.3K
Beacon Investment Advisory Services, Inc.22,547
0.0% of portfolio›$733.5K
First Security Investment Management, Inc.22,494
0.6% of portfolio›$731.7K
Commonwealth Retirement Investments LLC22,451
0.2% of portfolio›$730.3K
Rosenberg Matthew Hamilton22,430
0.1% of portfolio›$729.6K
Dale Q Rice Investment Management Ltd22,316
0.4% of portfolio›$725.9K
1900 Wealth Management LLC21,981
0.0% of portfolio›$715.1K
Fairway Wealth LLC21,957
0.2% of portfolio›$714.3K
Certuity, LLC21,946
0.0% of portfolio›$882.7K
Eddie Patel Inc21,909
0.5% of portfolio›$712.7K
JBR Co Financial Management Inc21,818
0.3% of portfolio›$694.9K
Members Wealth LLC21,803
0.4% of portfolio›$711.9K
Key Client Fiduciary Advisors, LLC21,756
0.2% of portfolio›$707.7K
Axim Planning & Wealth21,717
2.7% of portfolio›$706.5K
JFS Wealth Advisors, LLC21,587
0.0% of portfolio›$702.2K
Telos Capital Management, Inc.21,586
0.1% of portfolio›$702.2K
Greg Jennings, LLC21,505
0.5% of portfolio›$699.6K
Teamwork Financial Advisors, LLC21,415
0.1% of portfolio›$696.6K
Councilor Wealth, LLC21,295
0.3% of portfolio›$692.7K
CGN Advisors LLC21,294
0.1% of portfolio›$692.7K
Fulcrum Capital LLC21,000
0.1% of portfolio›$683.1K
Clayton Financial Group LLC21,000
0.4% of portfolio›$683.1K
Martin Capital Partners, LLC20,934
0.2% of portfolio›$681.0K
Versant Capital Management, Inc20,879
0.1% of portfolio›$679.2K
Uptick Partners, LLC20,725
0.1% of portfolio›$674.2K
LifePlan Financial, LLC20,708
0.5% of portfolio›$686.5K
Sharkey, Howes & Javer20,652
0.1% of portfolio›$671.8K
Clear Trail Advisors, LLC20,622
0.1% of portfolio›$670.8K
Unify Financial Advisors20,589
0.6% of portfolio›$669.8K
Gibbs Wealth Management20,499
0.1% of portfolio›$666.8K
Pinnacle Wealth Planning Services, Inc.20,485
0.1% of portfolio›$666.4K
Smart Wealth LLC20,445
0.1% of portfolio›$665.1K
Markowski Investments20,374
0.1% of portfolio›$662.8K
Patten & Patten Inc20,275
0.0% of portfolio›$659.5K
Pacific Center for Financial Services20,227
0.1% of portfolio›$658.0K
Salomon & Ludwin, LLC20,227
0.1% of portfolio›$658.0K
Tempus Wealth Planning, LLC20,100
0.1% of portfolio›$653.8K
Kelleher Financial Advisors20,040
0.2% of portfolio›$651.9K
Pflug Koory, LLC20,029
0.3% of portfolio›$651.6K
IFC & Insurance Marketing, Inc.19,945
0.6% of portfolio›$648.8K
Hofer & Associates. Inc19,916
0.5% of portfolio›$647.9K
RED Crane Wealth Management, LLC19,916
0.5% of portfolio›$647.9K
Private Client Services, LLC19,873
0.2% of portfolio›$646.5K
Avantra Family Wealth, Inc.19,870
0.4% of portfolio›$646.4K
GenWealth Group, Inc.19,860
0.1% of portfolio›$646.0K
Obermeyer Wealth Partners19,794
0.0% of portfolio›$643.9K
Integrity Wealth Partners, LLC19,792
0.5% of portfolio›$643.8K
DB&C Advisors, LLC19,428
0.7% of portfolio›$632.0K
Veracity Capital LLC19,409
0.2% of portfolio›$631.4K
Diversified Portfolios, Inc.19,255
0.0% of portfolio›$626.4K
FC Advisory LLC19,234
0.2% of portfolio›$625.7K
Herold Advisors, Inc.19,210
0.1% of portfolio›$624.9K
Sigma Investment Counselors Inc19,203
0.0% of portfolio›$624.7K
Rossby Financial, LCC19,151
0.1% of portfolio›$623.0K
Cardinal Point Capital Management ULC19,076
0.0% of portfolio›$620.5K
Tranquility Partners, LLC19,033
0.2% of portfolio›$619.2K
Eagle Rock Investment Company, LLC19,016
0.1% of portfolio›$618.6K
Levin Capital Strategies, L.P.19,016
0.0% of portfolio›$618.6K
GW Henssler & Associates LTD19,002
0.0% of portfolio›$618.1K
First Financial Corp18,917
0.2% of portfolio›$615.4K
Basso Capital Management, L.P.18,730
0.1% of portfolio›$609.3K
Beacon Capital Management, LLC18,726
0.1% of portfolio›$609.2K
Mirador Capital Partners LP18,704
0.1% of portfolio›$608.4K
Archer Investment Corp18,662
0.1% of portfolio›$607.1K
Appleton Partners Inc18,625
0.0% of portfolio›$606
Meriwether Wealth & Planning, LLC18,581
0.3% of portfolio›$604.4K
Howland Capital Management LLC18,576
0.0% of portfolio›$604.3K
MLG Wealth Management DBA Pine Grove Financial Group18,551
0.1% of portfolio›$603.5K
Sherman Wealth Management LLC18,433
0.4% of portfolio›$599.6K
Pine Haven Investment Counsel, Inc18,409
0.4% of portfolio›$598.8K
Verity & Verity, LLC18,382
0.0% of portfolio›$598.0K
Sterling Investment Advisors, Ltd.18,332
0.1% of portfolio›$596.3K
Wealth Management Partners, LLC18,307
0.1% of portfolio›$595.5K
Citrine Capital LLC18,303
0.2% of portfolio›$595.4K
Resonant Capital Advisors, LLC18,275
0.0% of portfolio›$594.5K
Accredited Investors Inc.18,265
0.0% of portfolio›$594.2K
Heritage OAK Wealth Advisors LLC17,938
0.2% of portfolio›$583.5K
Quest 10 Wealth Builders, Inc.17,883
0.4% of portfolio›$581.7K
Fearless Solutions, LLC dba Best Invest17,876
0.3% of portfolio›$581.5K
Angeles Wealth Management, LLC17,832
0.0% of portfolio›$580.1K
Silver Lake Advisory, LLC17,769
0.2% of portfolio›$578.0K
SkyOak Wealth, LLC17,764
0.1% of portfolio›$577.9K
Global Assets Advisory, LLC17,697
0.1% of portfolio›$578.8K
Impact Capital Partners LLC17,520
0.2% of portfolio›$569.9K
Unique Wealth, LLC17,487
0.1% of portfolio›$568.9K
Armstrong Advisory Group, Inc17,413
0.0% of portfolio›$566.5K
Duncker Streett & Co Inc17,410
0.1% of portfolio›$566.4K
Strata Wealth Advisors, LLC17,319
0.1% of portfolio›$563.4K
Ring Mountain Capital, LLC17,224
0.2% of portfolio›$560.3K
Wealthstar Advisors, LLC17,122
0.2% of portfolio›$557.0K
Vicus Capital17,108
0.0% of portfolio›$556.5K
Foundation Wealth Management, LLC16,925
0.3% of portfolio›$550.6K
Pegasus Asset Management, Inc.16,823
0.2% of portfolio›$547.3K
Daytona Street Capital LLC16,802
0.4% of portfolio›$549.3K
Planned Solutions, Inc.16,757
0.1% of portfolio›$545.1K
Fulcrum Wealth Advisors, LLC16,691
0.4% of portfolio›$543.0K
Optivise Advisory Services LLC16,579
0.3% of portfolio›$539.3K
Cypress Capital Group16,500
0.0% of portfolio›$536.7K
Kachkovsky & Fisher, Inc.16,495
0.5% of portfolio›$536.6K
Mlp3, LLC16,369
0.5% of portfolio›$532.5K
Allspring Global Investments Holdings, LLC16,342
0.0% of portfolio›$534.1K
Redwood Family Wealth LLC16,331
0.5% of portfolio›$531.3K
Lodestone Wealth Management LLC16,280
0.2% of portfolio›$529.6K
Sage Investment Counsel LLC16,265
0.5% of portfolio›$529.1K
Pinnacle Wealth Management Group, Inc.16,142
0.2% of portfolio›$525.1K
Cornerstone Wealth, LLC16,139
0.3% of portfolio›$569.2K
Acorn Financial Advisory Services Inc16,074
0.1% of portfolio›$522.9K
ARS Wealth Advisors Group, LLC16,026
0.0% of portfolio›$521.3K
Bauman Advisory Group, LLC16,020
0.3% of portfolio›$521.1K
Blue Trust, Inc.15,949
0.0% of portfolio›$518.8K
Lewis Asset Management, LLC15,927
0.2% of portfolio›$518.1K
Kingsman Wealth Management, Inc.15,867
0.2% of portfolio›$516.2K
Kraft, Davis & Associates, LLC15,814
0.1% of portfolio›$542.2K
Downshift Financial, LLC15,804
0.2% of portfolio›$514.1K
Sentinel Pension Advisors, LLC15,793
0.1% of portfolio›$513.7K
Wingate Wealth Advisors, Inc.15,650
0.2% of portfolio›$509.1K
Crescent Grove Advisors, LLC15,461
0.0% of portfolio›$503.0K
Gibraltar Capital Management, Inc.15,390
0.1% of portfolio›$500.6K
Patton Albertson Miller Group, LLC15,368
0.1% of portfolio›$499.9K
Helium Advisors LLC15,361
0.4% of portfolio›$499.7K
Cornerstone Planning, LLC15,317
0.1% of portfolio›$485.7K
Flagstar Securities, Inc15,255
0.2% of portfolio›$496.2K
Wealth Effects LLC15,206
0.1% of portfolio›$494.7K
KMG Fiduciary Partners, LLC15,195
0.0% of portfolio›$494.3K
Portside Wealth Group, LLC15,115
0.1% of portfolio›$491.7K
Commonwealth Financial Services, LLC15,087
0.1% of portfolio›$490.8K
Uptown Financial Advisors LLC15,066
0.3% of portfolio›$490.1K
DKM Wealth Management, Inc.15,060
0.3% of portfolio›$489.9K
Fiduciary Family Office, LLC15,000
0.1% of portfolio›$488.0K
Maia Wealth LLC14,901
0.1% of portfolio›$484.7K
OFS Enterprise LLC14,877
0.1% of portfolio›$484.0K
DDD Partners, LLC14,863
0.0% of portfolio›$483.5K
Crestwood Advisors Group, LLC14,795
0.0% of portfolio›$481.3K
Stockman Wealth Management, Inc.14,665
0.0% of portfolio›$477.1K
Investment Partners Asset Management, Inc.14,475
0.3% of portfolio›$470.9K
Greenspring Advisors, LLC14,411
0.0% of portfolio›$468.8K
Northwest Wealth Management, LLC14,343
0.1% of portfolio›$466.6K
Old North State Wealth Management, LLC14,179
0.2% of portfolio›$461.3K
Seelaus Asset Management LLC14,162
0.3% of portfolio›$460.7K
Leisure Capital Management14,133
0.1% of portfolio›$459.7K
Wealth Architects, LLC14,129
0.0% of portfolio›$459.6K
Avion Wealth14,079
0.0% of portfolio›$457
Harbor Investment Advisory, LLC14,067
0.0% of portfolio›$457.6K
Frederick Financial Consultants, LLC14,030
0.2% of portfolio›$456.4K
Creative Financial Designs Inc13,983
0.0% of portfolio›$454.9K
Ballast Rock Private Wealth LLC13,960
0.2% of portfolio›$454.1K
Castle Rock Wealth Management, LLC13,955
0.1% of portfolio›$458.4K
Nautilus Advisors LLC13,928
0.3% of portfolio›$453.1K
Planning Strategies Inc.13,865
0.3% of portfolio›$451.0K
Signature Equity Partners, LLC13,827
0.2% of portfolio›$449.8K
ZynergyRetirementPlanningLLC13,779
0.2% of portfolio›$448.2K
Hamilton Capital, LLC13,702
0.0% of portfolio›$445.7K
PW Nova Financial Services LLC13,693
0.1% of portfolio›$445.4K
Studio Investment Management LLC13,588
0.1% of portfolio›$442.0K
AA Financial Advisors, LLC13,510
0.1% of portfolio›$439.5K
Future Financial Wealth Managment LLC13,475
0.3% of portfolio›$438.3K
Acropolis Investment Management, LLC13,463
0.0% of portfolio›$438.0K
Thrive Capital Management, LLC13,410
0.1% of portfolio›$436.2K
Outlook Wealth Advisors, LLC13,293
0.1% of portfolio›$432.4K
TrustWell Financial Advisors, LLC13,278
0.4% of portfolio›$431.9K
Cyr Financial Inc.13,252
0.2% of portfolio›$431.1K
Arta Finance Wealth Management LLC13,197
0.2% of portfolio›$429.3K
RM Financial Services, LLC13,190
0.3% of portfolio›$429.1K
Leading Edge Financial Planning LLC13,098
0.1% of portfolio›$426.1K
First Horizon Corp13,041
0.0% of portfolio›$424.2K
NovaPoint Capital, LLC13,035
0.1% of portfolio›$424.0K
Secure Asset Management, LLC12,997
0.1% of portfolio›$422.8K
Ballast, Inc.12,981
0.1% of portfolio›$422.3K
Tandem Investment Partners LLC12,956
0.3% of portfolio›$421.5K
Old National Bancorp12,942
0.0% of portfolio›$421.0K
Elm3 Financial Group, LLC12,821
0.3% of portfolio›$417.1K
Harbor Asset Planning, Inc.12,806
0.3% of portfolio›$416.6K
Greenhouse Wealth Management, LLC12,802
0.3% of portfolio›$416.5K
Vista Finance, LLC12,801
0.2% of portfolio›$416.4K
Prevail Innovative Wealth Advisors, LLC12,800
0.1% of portfolio›$417.9K
Amicus Financial Advisors, LLC12,677
0.1% of portfolio›$412.4K
Accelerate Investment Advisors LLC12,658
0.2% of portfolio›$411.8K
Shakespeare Wealth Management, LLC12,624
0.1% of portfolio›$410.7K
Montag A & Associates Inc12,567
0.0% of portfolio›$408.8K
WoodTrust Financial Corp12,553
0.0% of portfolio›$408
Stone Summit Wealth LLC12,526
0.1% of portfolio›$407.5K
Straight Path Wealth Management12,506
0.1% of portfolio›$406.8K
Garton & Associates Financial Advisors LLC12,422
1.0% of portfolio›$404.1K
RKL Wealth Management LLC12,321
0.0% of portfolio›$400.8K
Harmony Asset Management LLC12,281
0.1% of portfolio›$399.5K
Ridgeline Wealth Planning, LLC12,209
0.2% of portfolio›$397.2K
Smith Salley Wealth Management12,177
0.0% of portfolio›$396.1K
GGM Financial LLC12,176
0.1% of portfolio›$396.1K
Aire Advisors, LLC12,167
0.1% of portfolio›$395.8K
J2 Capital Management Inc12,139
0.3% of portfolio›$394.9K
Schneider Downs Wealth Management Advisors, LP12,116
0.0% of portfolio›$394.1K
Santori & Peters, Inc.12,112
0.1% of portfolio›$394.0K
Waterfront Wealth Inc.12,086
0.1% of portfolio›$418.9K
Winter & Associates, Inc.12,070
0.3% of portfolio›$418.7K
WealthPoint Financial, LLC12,048
0.3% of portfolio›$391.9K
Demars Financial Group, LLC12,008
0.1% of portfolio›$390.6K
Montz Harcus Wealth Management LLC11,951
0.1% of portfolio›$388.8K
Ferguson Wellman Capital Management, Inc11,929
0.0% of portfolio›$388.1K
Godsey & Gibb, Inc11,840
0.0% of portfolio›$385.1K
Capital Investment Counsel, LLC11,708
0.0% of portfolio›$380.9K
Sacks & Associates, LLC11,677
0.3% of portfolio›$379.9K
APS Management Group, Inc.11,617
0.3% of portfolio›$377.9K
Wealth Alliance Advisory Group, LLC11,571
0.1% of portfolio›$376.4K
Centerpoint Advisory Group11,521
0.2% of portfolio›$374.8K
Sima Wealth Partners, LLC11,424
0.3% of portfolio›$371.6K
Financial Synergies Wealth Advisors, Inc.11,368
0.0% of portfolio›$369.8K
Gamma Investing LLC11,366
0.0% of portfolio›$369.7K
Pacific Sage Partners, LLC11,320
0.0% of portfolio›$368.2K
Lazari Capital Management, Inc.11,288
0.1% of portfolio›$367.2K
Forvis Mazars Wealth Advisors, LLC11,264
0.0% of portfolio›$366.4K
Symphony Financial, Ltd. Co.11,249
0.0% of portfolio›$367.9K
Heritage Wealth Management, Inc.11,239
0.1% of portfolio›$365.6K
GEM Asset Management, LLC11,222
0.1% of portfolio›$365.0K
Heirloom Wealth Management11,181
0.0% of portfolio›$363.7K
JB Capital LLC11,180
0.0% of portfolio›$363.7K
Buck Wealth Strategies, LLC11,097
0.0% of portfolio›$361.0K
Global Trust Asset Management, LLC11,030
0.1% of portfolio›$358.8K
Roberts Wealth Advisors, LLC10,995
0.1% of portfolio›$357.7K
Toth Financial Advisory Corp10,985
0.0% of portfolio›$357.3K
15 Wealth Advisors LLC10,974
0.1% of portfolio›$357.0K
Investmark Advisory Group LLC10,973
0.1% of portfolio›$357.0K
GoalVest Advisory LLC10,936
0.1% of portfolio›$355.7K
Blake Schutter Theil Wealth Advisors, LLC10,927
0.2% of portfolio›$355.5K
Cherry Tree Wealth Management, LLC10,923
0.1% of portfolio›$355.3K
apricus wealth, LLC10,831
0.2% of portfolio›$352.3K
Heck Capital Advisors, LLC10,783
0.0% of portfolio›$350.8K
PTM Wealth Management, LLC10,743
0.1% of portfolio›$352.9K
Leeward Financial Partners, LLC10,741
0.1% of portfolio›$349.4K
Argonautica Private Wealth Management, Inc10,683
0.1% of portfolio›$347.5K
Kestra Investment Management, LLC10,645
0.0% of portfolio›$346.3K
Carmel Capital Partners, LLC10,637
0.1% of portfolio›$346.0K
IMG Wealth Management, Inc.10,623
0.2% of portfolio›$345.6K
Tiller Private Wealth, Inc.10,574
0.1% of portfolio›$344.0K
Wolff Wiese Magana LLC10,486
0.2% of portfolio›$341.1K
RTD Financial Advisors, Inc.10,237
0.0% of portfolio›$333.0K
Ejmk Ventures LLC10,187
0.1% of portfolio›$331.4K
Portland Financial Advisors Inc10,148
0.6% of portfolio›$330.1K
CMG Global Holdings, LLC10,144
0.1% of portfolio›$330.0K
Burford Brothers, Inc.10,131
0.1% of portfolio›$329.6K
HCR Wealth Advisors10,114
0.0% of portfolio›$329.0K
Destiny Wealth Partners, LLC10,078
0.0% of portfolio›$361.8K
Spectrum Advisors, Inc.10,065
0.2% of portfolio›$327.4K
Welch Group, LLC10,058
0.0% of portfolio›$327.2K
Chung Wu Investment Group, LLC10,000
0.2% of portfolio›$325.3K
Boomfish Wealth Group, LLC9,943
0.1% of portfolio›$323.4K
TKG Advisors, LLC9,821
0.1% of portfolio›$319.5K
R. W. Roge & Company, Inc.9,785
0.0% of portfolio›$318
Western Reserve Capital Management, LLC9,696
0.2% of portfolio›$315.4K
Main Street Group, LTD9,670
0.1% of portfolio›$314.6K
Johnson Bixby & Associates, LLC9,642
0.0% of portfolio›$313.7K
Syntax Research, Inc.9,477
0.2% of portfolio›$308.3K
Glenview Trust Co9,429
0.0% of portfolio›$306.7K
1620 Investment Advisors, Inc.9,427
0.2% of portfolio›$306.7K
MBL Wealth, LLC9,422
0.0% of portfolio›$306.5K
Woodward Diversified Capital, LLC9,415
0.1% of portfolio›$306.3K
Tenret Co LLC9,398
0.1% of portfolio›$305.7K
CPR Investments Inc.9,397
0.2% of portfolio›$305.7K
Oakworth Capital, Inc.9,326
0.0% of portfolio›$303.4K
MeadowBrook Investment Advisors LLC9,272
0.3% of portfolio›$328.2K
Mindset Wealth Management, LLC9,269
0.1% of portfolio›$301.5K
Quantum Financial Partners LLC9,192
0.2% of portfolio›$299.0K
Mallini Complete Financial Planning LLC9,186
0.2% of portfolio›$298.8K
Tcfg Investment Advisors, LLC9,130
0.1% of portfolio›$297.0K
Capital Planning LLC9,124
0.1% of portfolio›$296.8K
Piscataqua Savings Bank9,118
0.2% of portfolio›$296.5K
TCI Wealth Advisors, Inc.9,091
0.0% of portfolio›$295.7K
Analyst IMS Investment Management Services Ltd.9,090
0.0% of portfolio›$296
Argus Investors' Counsel, Inc.9,077
0.2% of portfolio›$295.3K
Wespac Advisors SoCal, LLC9,075
0.1% of portfolio›$295.2K
Bulwark Capital Corp9,045
0.2% of portfolio›$294.2K
Synergy Asset Management, LLC9,028
0.0% of portfolio›$293.7K
Burney Co/8,946
0.0% of portfolio›$291.0K
Kingdom Financial Group Llc.8,944
0.1% of portfolio›$291.0K
Kwmg, LLC8,943
0.0% of portfolio›$290.9K
Accel Wealth Management8,940
0.1% of portfolio›$290.8K
Firethorn Wealth Partners, LLC8,910
0.1% of portfolio›$289.8K
Poehling Capital Management, Inc.8,906
0.1% of portfolio›$289.7K
Black Diamond Financial, LLC8,892
0.0% of portfolio›$289.3K
Bright Futures Wealth Management, Llc.8,833
0.2% of portfolio›$287.3K
Gallagher Capital Advisors, LLC8,802
0.2% of portfolio›$286.3K
Quadrant Private Wealth Management, LLC8,801
0.0% of portfolio›$286.3K
Bdfs Capital LLC8,751
0.1% of portfolio›$284.7K
Fiduciary Financial Group, LLC8,738
0.0% of portfolio›$284.2K
Clientfirst Wealth Management, LLC8,700
0.2% of portfolio›$283.0K
West Paces Advisors Inc.8,690
0.0% of portfolio›$282.7K
Wagner Wealth Management, LLC8,678
0.0% of portfolio›$282.3K
Solstein Capital, LLC8,660
0.1% of portfolio›$281.7K
Fulton Breakefield Broenniman LLC8,602
0.0% of portfolio›$279.8K
L. Roy Papp & Associates, LLP8,595
0.0% of portfolio›$279.6K
Harfst & Associates, Inc.8,552
0.0% of portfolio›$278.2K
Argos Wealth Advisors, LLC8,535
0.1% of portfolio›$277.6K
TBH Global Asset Management, LLC8,514
0.0% of portfolio›$277.0K
Birch Hill Investment Advisors LLC8,500
0.0% of portfolio›$276.5K
Manchester Financial Inc8,498
0.0% of portfolio›$276.4K
Trust Point Inc.8,494
0.0% of portfolio›$276.3K
Churchill Financial Advisors, LLC8,457
0.1% of portfolio›$275.1K
Jamison Private Wealth Management, Inc.8,413
0.0% of portfolio›$273.7K
Geneva Partners, LLC8,404
0.1% of portfolio›$273.4K
Alternative Investment Advisors, Llc.8,387
0.1% of portfolio›$272.9K
Cynosure Group, LLC8,355
0.0% of portfolio›$271.8K
Syntegra Private Wealth Group, LLC8,317
0.0% of portfolio›$270.6K
Well Done, LLC8,259
0.0% of portfolio›$268.7K
Finer Wealth Management, Inc.8,222
0.1% of portfolio›$267.5K
XXI Wealth, LLC8,201
0.1% of portfolio›$266.8K
Fortune Financial Group, Inc.8,192
0.2% of portfolio›$266.5K
Ballast Financial Advisors LLC8,188
0.3% of portfolio›$266.4K
Nilsine Partners, LLC8,173
0.0% of portfolio›$265.9K
Virtue Capital Management, LLC8,171
0.0% of portfolio›$265.8K
Cahaba Wealth Management, Inc.8,165
0.0% of portfolio›$265.6K
HMV Wealth Advisors, LLC8,077
0.1% of portfolio›$262.7K
Blue Sky Capital Consultants Group, Inc.8,062
0.1% of portfolio›$262.3K
Stonebridge Financial Group, LLC8,055
0.0% of portfolio›$262.0K
Seven Hills Financial, LLC8,031
0.2% of portfolio›$261.3K
Midwest Capital Advisors, LLC8,014
0.1% of portfolio›$260.7K
Vaquero Private Wealth, LTD8,004
0.1% of portfolio›$260.4K
New Hampshire Trust7,898
0.0% of portfolio›$256.9K
Castleview Partners, LLC7,846
0.1% of portfolio›$255.2K
Peak Financial Management, Inc.7,802
0.1% of portfolio›$253.8K
Sightline Wealth Advisors, LLC7,756
0.1% of portfolio›$252.3K
Heritage Investors Management Corp7,713
0.0% of portfolio›$251
Guerra PAN Advisors, LLC7,707
0.1% of portfolio›$263.9K
Maple Capital Management, Inc.7,695
0.0% of portfolio›$250.3K
Ascent Group, LLC7,678
0.0% of portfolio›$249.8K
Prospera Capital Management, LLC7,664
0.1% of portfolio›$249.3K
Private Wealth Group, LLC7,659
0.1% of portfolio›$249.1K
Diligent Investors, LLC7,642
0.1% of portfolio›$248.6K
Boyum Wealth Architects LLC7,631
0.1% of portfolio›$249.7K
National Wealth Management Group, LLC7,572
0.1% of portfolio›$246.3K
Flavin Financial Services, Inc.7,526
0.1% of portfolio›$244.8K
Tsfg, LLC7,515
0.0% of portfolio›$244
Foresight Capital Management Advisors, Inc.7,510
0.1% of portfolio›$244.3K
Norden Group LLC7,507
0.0% of portfolio›$244.2K
PUREfi Wealth, LLC7,500
0.1% of portfolio›$244.0K
Approach Retirement Advisors, LLC7,500
0.2% of portfolio›$244.0K
Merited Wealth, LLC7,490
0.2% of portfolio›$243.6K
Veratis Advisors, Inc.7,466
0.2% of portfolio›$242.9K
Vima LLC7,445
0.2% of portfolio›$242.2K
Williams Jones Wealth Management, Llc.7,426
0.0% of portfolio›$241.6K
Mccarter Private Wealth Services LLC7,386
0.1% of portfolio›$240.3K
FCG Investment Co7,357
0.1% of portfolio›$239.3K
MKD Wealth Coaches, LLC7,261
0.2% of portfolio›$236.2K
Ethic Inc.7,247
0.0% of portfolio›$235.7K
Williams & Novak Wealth Management, LLC7,225
0.1% of portfolio›$235.0K
Robinson Smith Wealth Advisors LLC7,191
0.1% of portfolio›$233.9K
Westside Investment Management, Inc.7,175
0.0% of portfolio›$234.4K
Bull Oak Capital, LLC7,173
0.1% of portfolio›$233.3K
BAR Harbor Wealth Management7,161
0.0% of portfolio›$232.9K
Birch Financial Group, LLC7,152
0.1% of portfolio›$232.7K
Triangle Securities Wealth Management7,148
0.0% of portfolio›$232.5K
MFG Investments, LLC7,146
0.3% of portfolio›$232.5K
Gibson Capital, LLC7,143
0.0% of portfolio›$232.4K
Insight Wealth Strategies, LLC7,118
0.0% of portfolio›$231.5K
Peoples Bank7,101
0.1% of portfolio›$231.0K
Harbor Group, Inc.7,090
0.0% of portfolio›$230.6K
Riverbend Wealth Management, LLC7,012
0.1% of portfolio›$228.1K
Elevated Financial Group LLC6,987
0.1% of portfolio›$227.3K
Chatham Capital Group, Inc.6,975
0.0% of portfolio›$226.9K
Westhampton Capital, LLC6,960
0.1% of portfolio›$226.4K
Carter Financial Group, Inc.6,955
0.1% of portfolio›$226.3K
Base Wealth Management LLC6,939
0.1% of portfolio›$225.7K
Canopy Partners, LLC6,921
0.1% of portfolio›$225.2K
TTP Investments, Inc.6,912
0.1% of portfolio›$224.8K
TrustBank6,900
0.1% of portfolio›$224.5K
Buckhead Capital Management LLC6,900
0.1% of portfolio›$224.5K
Ferguson Shapiro LLC6,895
0.1% of portfolio›$224.3K
Confluence Wealth Services, Inc.6,887
0.0% of portfolio›$224.0K
Summit Global Investments6,875
0.0% of portfolio›$224
Fairfield Financial Advisors, LTD6,871
0.1% of portfolio›$223.5K
PMG Family Office LLC6,801
0.2% of portfolio›$221.2K
Norris Perne & French LLP6,794
0.0% of portfolio›$221.0K
Rockwood Wealth Management, LLC6,770
0.0% of portfolio›$220.2K
Vontobel Holding Ltd.6,750
0.0% of portfolio›$219.6K
Arkfeld Wealth Strategies, L.L.C.6,744
0.1% of portfolio›$220.2K
Cooper S Advisors, LLC6,723
0.1% of portfolio›$218.7K
Briggs Wealth Management, Inc6,708
0.2% of portfolio›$218.2K
Northeast Investment Management6,696
0.0% of portfolio›$217.8K
Mainstream Capital Management LLC6,649
0.1% of portfolio›$216.3K
Quartz Partners, LLC6,640
0.1% of portfolio›$216.0K
Alpine Bank Wealth Management6,636
0.0% of portfolio›$215.9K
Rydar Equities, Inc.6,620
0.1% of portfolio›$216.2K
Matrix Asset Advisors Inc6,579
0.0% of portfolio›$214.0K
Beese Fulmer Investment Management, Inc.6,554
0.0% of portfolio›$213.2K
Clear Harbor Asset Management, LLC6,493
0.0% of portfolio›$211.2K
Tactive Advisors, LLC6,466
0.1% of portfolio›$210.3K
Armbruster Capital Management, Inc.6,458
0.0% of portfolio›$210.1K
Provenance Wealth Advisors, LLC6,432
0.0% of portfolio›$209.2K
FWG Investments, Llc.6,429
0.1% of portfolio›$209.1K
Weinberger Asset Management, Inc6,400
0.1% of portfolio›$208.2K
Salvus Wealth Management, LLC6,387
0.1% of portfolio›$207.8K
JIM Saulnier & Associates, LLC6,340
0.1% of portfolio›$206.2K
ZWJ Investment Counsel Inc6,318
0.0% of portfolio›$205.5K
Gryphon Financial Partners LLC6,302
0.0% of portfolio›$205.0K
Tounjian Advisory Partners, LLC6,266
0.1% of portfolio›$203.8K
Farrow Financial, Inc.6,239
0.1% of portfolio›$203.0K
United Community Bank6,189
0.1% of portfolio›$201.3K
FSA Investment Group, LLC6,178
0.1% of portfolio›$201.0K
DecisionPoint Financial, LLC6,072
0.0% of portfolio›$198.3K
Maryland Capital Advisors Inc.6,061
0.1% of portfolio›$197.2K
American National Bank & Trust6,000
0.0% of portfolio›$195.2K
Ameliora Wealth Management Ltd.5,785
0.1% of portfolio›$188.2K
Bullock Wealth Management Group5,684
0.1% of portfolio›$185.6K
West Financial Advisors, LLC5,651
0.0% of portfolio›$183.8K
John Boyer, Inc.5,497
0.1% of portfolio›$178.8K
Stone House Investment Management, LLC5,354
0.0% of portfolio›$174.2K
Accordant Advisory Group Inc5,348
0.1% of portfolio›$174.0K
Cdkv Holdings LLC5,100
0.1% of portfolio›$165.9K
Nfsg Corp5,094
0.0% of portfolio›$165.7K
Morton Brown Family Wealth, LLC4,972
0.0% of portfolio›$161.7K
Entrust Financial LLC4,846
0.1% of portfolio›$157.7K
Yankcom Partnership4,845
0.1% of portfolio›$157.6K
Indiana Trust & Investment Management Co4,386
0.0% of portfolio›$142.7K
McCarley & Cook Financial Planners4,343
0.1% of portfolio›$141.3K
Mcdonald Partners LLC4,300
0.0% of portfolio›$139.9K
Arlington Trust Co LLC3,890
0.0% of portfolio›$126.5K
Grey Ledge Advisors, LLC3,765
0.0% of portfolio›$122.5K
William Mack & Associates, Inc.3,697
0.0% of portfolio›$120.3K
Turtle Creek Wealth Advisors, LLC3,695
0.0% of portfolio›$120.2K
Navigoe, LLC3,663
0.0% of portfolio›$119
Investment Research & Advisory Group, Inc.3,562
0.0% of portfolio›$115.9K
SJS Investment Consulting Inc.3,390
0.0% of portfolio›$110.3K
Union Savings Bank3,337
0.0% of portfolio›$108.5K
Byrne Asset Management LLC3,313
0.1% of portfolio›$108.2K
Lloyd Advisory Services, Llc.3,240
0.0% of portfolio›$105.4K
Cornerstone National Bank & Trust Co3,184
0.0% of portfolio›$104.0K
Weaver Capital Management LLC3,079
0.0% of portfolio›$100.2K
Essential Investment Partners LLC3,075
0.1% of portfolio›$100.0K
Mogy Joel R Investment Counsel Inc3,000
0.0% of portfolio›$97.6K
Signature Resources Capital Management, LLC2,711
0.0% of portfolio›$88.2K
Center for Financial Planning, Inc.2,598
0.0% of portfolio›$84.5K
James T. Borello RIA2,522
0.0% of portfolio›$82.0K
Barrett & Company, Inc.2,500
0.0% of portfolio›$81.3K
Nemes Rush Group LLC2,481
0.0% of portfolio›$80.7K
Triumph Capital Management2,389
0.0% of portfolio›$77.7K
First Bancorp, Inc2,375
0.0% of portfolio›$77.3K
True Wealth Design, LLC2,365
0.0% of portfolio›$76.9K
GK Wealth Management LLC2,279
0.0% of portfolio›$74.1K
Evermay Wealth Management LLC2,250
0.0% of portfolio›$73.2K
Halbert Hargrove Global Advisors, LLC2,217
0.0% of portfolio›$72.1K
Covestor Ltd2,103
0.0% of portfolio›$68
Wealth Analytics Partners, LLC2,040
0.0% of portfolio›$66.4K
SBK Financial, Inc.2,000
0.0% of portfolio›$65.1K
Phillips Financial Management, LLC1,950
0.0% of portfolio›$63.4K
Roxbury Financial LLC1,866
0.0% of portfolio›$60.7K
Smallwood Wealth Investment Management, LLC1,829
0.0% of portfolio›$59.5K
Catherine Avery Investment Management LLC1,806
0.1% of portfolio›$58.7K
Highline Wealth Partners LLC1,754
0.0% of portfolio›$57.1K
Kennebec Savings Bank1,678
0.0% of portfolio›$54.6K
UMB Private Wealth Management, LLC1,555
0.0% of portfolio›$50.6K
Maseco LLP1,527
0.0% of portfolio›$49.7K
Hughes Financial Services, LLC1,505
0.0% of portfolio›$53.6K
Private Wealth Management Group, LLC1,428
0.0% of portfolio›$46.5K
MTM Investment Management, LLC1,422
0.0% of portfolio›$46.3K
Thompson Investment Management, Inc.1,353
0.0% of portfolio›$44.0K
Fairman Group, LLC1,311
0.0% of portfolio›$42.7K
Sage Mountain Advisors LLC1,221
0.0% of portfolio›$39.7K
Transce3nd, LLC1,191
0.0% of portfolio›$41.3K
MB, Levis & Associates, LLC1,161
0.0% of portfolio›$37.8K
Hanson & Doremus Investment Management1,161
0.0% of portfolio›$38
Blueline Advisors LLC1,152
0.0% of portfolio›$37.5K
Mountain Hill Investment Partners Corp.1,061
0.0% of portfolio›$34.5K
Dynamic Wealth Strategies, LLC1,052
0.0% of portfolio›$34.2K
Fortitude Family Office, LLC1,050
0.0% of portfolio›$34.2K
Ashton Thomas Securities, LLC1,050
0.0% of portfolio›$34.2K
MilWealth Group LLC990
0.0% of portfolio›$32.2K
Biltmore Family Office, LLC974
0.0% of portfolio›$31.7K
Aventus Investment Advisors, Inc.960
0.0% of portfolio›$31.2K
Silver Grove Financial Group, Inc.957
0.0% of portfolio›$31.1K
City State Bank955
0.0% of portfolio›$31.1K
Gen-Wealth Partners Inc923
0.0% of portfolio›$30.0K
DiNuzzo Private Wealth, Inc.866
0.0% of portfolio›$28.2K
Livelsberger Financial Advisory852
0.1% of portfolio›$27.7K
EPG Wealth Management LLC845
0.0% of portfolio›$27.5K
Intesa Sanpaolo Wealth Management840
0.0% of portfolio›$27.3K
Moisand Fitzgerald Tamayo, LLC792
0.0% of portfolio›$25.8K
Activest Wealth Management762
0.0% of portfolio›$24.8K
Beacon Financial Strategies Corp748
0.0% of portfolio›$24.3K
New England Capital Financial Advisors LLC615
0.0% of portfolio›$20.0K
Balance Wealth Partners LLC600
0.0% of portfolio›$19.5K
Birchbrook, Inc.573
0.0% of portfolio›$18.7K
Tower View Wealth Management LLC572
0.0% of portfolio›$18.6K
Friedenthal Financial542
0.0% of portfolio›$17.6K
Provident Wealth Management, LLC537
0.0% of portfolio›$17.5K
Heritage Family Offices, LLP513
0.0% of portfolio›$16.7K
Canton Hathaway, LLC482
0.0% of portfolio›$15.7K
First Pacific Financial451
0.0% of portfolio›$14.7K
High Note Wealth, LLC450
0.0% of portfolio›$14.6K
Coastline Trust Co450
0.0% of portfolio›$14.6K
Carolina Wealth Advisors, LLC441
0.0% of portfolio›$14.3K
Align Financial, LLC441
0.0% of portfolio›$14.3K
NorthAvenue LLC399
0.0% of portfolio›$13.0K
Tradewinds Capital Management, LLC397
0.0% of portfolio›$12.9K
Hoey Investments, Inc394
0.0% of portfolio›$12.8K
Strategic Advocates LLC387
0.0% of portfolio›$12.6K
Vision Financial Markets LLC375
0.0% of portfolio›$12.2K
Tompkins Financial Corp353
0.0% of portfolio›$11.5K
Mowery & Schoenfeld Wealth Management, LLC344
0.0% of portfolio›$11.2K
West Branch Capital LLC326
0.0% of portfolio›$10.6K
Legacy Bridge, LLC300
0.0% of portfolio›$9.8K
Noble Wealth Management PBC300
0.0% of portfolio›$9.8K
Lynch Investment Planning, LLC231
0.0% of portfolio›$7.5K
Edgemoor Investment Advisors, Inc.225
0.0% of portfolio›$7.3K
Financial Management Professionals, Inc.225
0.0% of portfolio›$7.3K
Networth Advisors, LLC224
0.0% of portfolio›$7.3K
Western Pacific Wealth Management, LP224
0.0% of portfolio›$7.3K
Reap Financial Group, LLC202
0.0% of portfolio›$6.6K
Creative Capital Management Investments LLC201
0.0% of portfolio›$6.5K
Adkins Seale Capital Management LLC183
0.0% of portfolio›$6.0K
Citizens National Bank Trust Department180
0.0% of portfolio›$5.9K
Gables Capital Management Inc.174
0.0% of portfolio›$5.7K
Kozak & Associates, Inc.155
0.0% of portfolio›$5.4K
General Partner, Inc.120
0.0% of portfolio›$3.9K
Northstar Asset Management Co107
0.0% of portfolio›$3.7K
Chilton Capital Management LLC100
0.0% of portfolio›$3.3K
Hara Capital LLC97
0.0% of portfolio›$3.2K
High Point Wealth Management, LLC95
0.0% of portfolio›$3.1K
Central Pacific Bank - Trust Division92
0.0% of portfolio›$3.0K
Advocate Investing Services LLC85
0.0% of portfolio›$2.8K
Financial Network Wealth Advisors LLC78
0.0% of portfolio›$2.5K
Gleason Group, Inc.77
0.0% of portfolio›$2.5K
POM Investment Strategies, LLC63
0.0% of portfolio›$2.0K
Ulland Investment Advisors, LLC36
0.0% of portfolio›$1
Bay Harbor Wealth Management, LLC20
0.0% of portfolio›$651
Your Advocates Ltd., LLP11
0.0% of portfolio›$373
RHL Group, LLC9
0.0% of portfolio›$287
Wilkerson Advisory Group LLC6
0.0% of portfolio›$195
Eukles Asset Management2
0.0% of portfolio›$65
Owl Creek Wealth Partners LLC0
0.0% of portfolio›$4
Mascoma Wealth Management LLC0
0.0% of portfolio›$4
Prairie Wealth Advisors, Inc.0
0.5% of portfolio›$2.4M
StyleTurnoverLocationFiled
Rakuten Investment Management, Inc.
50,684,634$1.7B4.1%ETFMediumTokyo, Mexico2026-10-30
Commonwealth Equity Services, LLC
10,375,341$337.5M0.4%ETFLowWaltham, MA2026-11-02
Cassaday & Co Wealth Management LLC
10,240,236$333.1M5.9%ETFVery LowMclean, VA2026-10-27
Cambridge Investment Research Advisors, Inc.
7,128,327$231.9K0.0%ETFLowFairfield, IA2026-11-02
Keystone Financial Planning, Inc.
6,279,518$204.3M50.6%YieldMediumCleveland, OH2026-10-08
Wealth Enhancement Advisory Services, LLC
5,341,071$175.9M0.3%CoreLowPlymouth, MN2026-10-13
Avantax Planning Partners, Inc.
5,194,929$169.0M4.3%ETFLowDubuque, IA2026-11-03
Creative Planning
4,768,264$155.1M0.1%IndexVery LowOverland Park, KS2026-11-02
Keybank National Association
4,467,631$145.3M0.5%CoreLowBrooklyn, OH2026-11-04
Kestra Advisory Services, LLC
3,981,474$129.5M0.4%CoreLowAustin, TX2026-11-02
Truist Financial Corp
3,534,017$115.0M0.1%CoreLowCharlotte, NC2026-10-30
D.A. Davidson & Co.
2,459,209$80.0M0.4%CoreLowGreat Falls, MT2026-10-28
Golden Reserve Retirement LLC
2,320,092$75.5M11.0%ETFVery LowDublin, OH2026-11-02
Asset Advisors Investment Management, LLC
2,249,001$73.2M6.4%CoreLowAugusta, GA2026-10-19
Mirae Asset Global Investments Co., Ltd.
2,200,097$71.6M0.1%GrowthLowSeoul, Malaysia2026-11-03
Brookstone Capital Management
2,182,950$71.0M0.7%ETFMediumWheaton, IL2026-10-22
Summit Asset Management, LLC
2,048,792$66.6M8.6%ETFLowMemphis, TN2026-11-05
Howard Financial Services, Ltd.
1,962,559$63.8M6.7%ETFLowDallas, TX2026-10-15
Summit Financial Wealth Advisors, LLC
1,961,363$63.8M7.9%ETFLowLafayette, LA2026-10-15
Spinnaker Investment Group, LLC
1,932,693$62.9M9.9%ETFLowNewport Beach, CA2026-10-13
Focus Financial Network, Inc.
1,855,405$60.4M1.8%ETFLowMinneapolis, MN2026-10-14
Bokf, NA
1,851,918$60.2M0.9%CoreLowTulsa, OK2026-10-27
Whelan Financial
1,839,567$59.8M15.5%ETFLowFresno, CA2026-10-28
MCF Advisors LLC
1,749,385$56.9M2.0%ETFLowLexington, KY2026-10-28
Scott Capital Advisors, LLC
1,727,332$56.4M8.1%ETFVery LowPortland, OR2026-10-13
Burkett Financial Services, LLC
1,694,694$55.1M16.6%ETFLowRock Hill, SC2026-10-01
Sarver Vrooman Wealth Advisors
1,694,611$55.1M32.4%ETFMediumKansas City, MO2026-10-01
Gerber Kawasaki Wealth & Investment Management
1,691,363$55.0M1.4%ETFLowSanta Monica, CA2026-10-29
Farther Finance Advisors, LLC
1,667,995$54.3M0.4%IndexLowSan Francisco, CA2026-10-08
Leelyn Smith, LLC
1,662,707$54.1M6.0%GrowthLowGeneva, IL2026-11-03
CGC Financial Services, LLC
1,656,235$53.9M12.0%ETFLowLake Oswego, OR2026-10-13
HB Wealth Management, LLC
1,641,564$53.4M0.3%IndexVery LowAtlanta, GA2026-10-23
Noble Family Wealth, LLC
1,637,292$53.3M9.6%ETFVery LowClearwater, FL2026-10-26
Choreo, LLC
1,636,838$53.3M0.5%IndexLowRockford, IL2026-10-28
Keudell ison Wealth Management
1,611,475$52.4M9.3%ETFMediumSalem, OR2026-10-16
Curran Financial Partners, LLC
1,600,762$52.1M8.5%ETFMediumDaniel Island, SC2026-11-04
Pinnacle Associates LTD
1,566,898$51.0M0.6%CoreLowNew York, NY2026-10-20
Evergreen Advisors, LLC
1,566,315$51.0M10.9%ETFVery LowChattanooga, TN2026-10-28
Victory Financial Group, LLC
1,560,263$50.8M4.7%ETFLowAustin, TX2026-10-27
Allied Investment Advisors, LLC
1,540,888$50.1M4.7%ValueLowBillings, MT2026-10-13
Cullen T Bankers, Inc.
1,385,035$45.1M0.4%GrowthLowSan Antonio, TX2026-10-28
Intergy Private Wealth, LLC
1,275,453$41.5M9.3%ETFVery LowColorado Springs, CO2026-10-16
CRA Financial Services, LLC
1,250,804$40.7M4.5%ETFVery LowNorthfield, NJ2026-10-16
Albion Financial Group
1,212,005$39.4M2.2%GrowthLowSalt Lake City, UT2026-10-21
Steele Capital Management, Inc.
1,197,315$38.9M1.4%ETFVery LowDubuque, IA2026-11-02
Whitaker-Myers Wealth Managers, Ltd.
1,121,047$36.5M5.9%ETFMediumMansfield, OH2026-10-09
eCIO, Inc.
1,074,455$35.1M12.1%ETFMediumMadison, WI2026-11-02
White Lighthouse Investment Management Inc.
1,056,150$34.4M4.1%ETFVery LowBedford, MA2026-10-21
LVW Advisors, LLC
1,012,301$32.9M2.8%CoreMediumPittsford, NY2026-10-19
Financial Insights, Inc.
974,048$31.7M8.0%ETFLowTacoma, WA2026-10-27
Stonehearth Capital Management, LLC
967,760$31.5M10.8%ETFMediumDanvers, MA2026-10-13
Wealth Management Resources, Inc.
966,271$31.4M9.7%ETFVery LowSmithfield, RI2026-10-21
Ledyard National Bank
956,251$31.1M2.4%CoreLowHanover, NH2026-10-21
Carolina Wealth Management Inc
948,581$30.9M13.2%ETFN/AGreenville, NC2026-10-29
Eagle Capital Management, LLC
935,726$30.4K0.0%GrowthVery LowMandeville, LA2026-10-19
B&D White Capital Company, LLC
927,427$30.2M2.9%ETFHighLakeway, TX2026-11-02
TD Private Client Wealth LLC
919,259$29.9M0.5%ETFLowNew York, NY2026-10-28
AdvisorNet Financial, Inc
901,801$30.4M1.4%ETFLowMinnetonka, MN2026-10-15
Souders Financial Advisors
892,214$29.0M2.8%ETFLowCincinnati, OH2026-11-03
Sigma Planning Corp
886,532$28.8M0.7%GrowthMediumAnn Arbor, MI2026-10-23
Newman Dignan & Sheerar, Inc.
884,316$28.8M5.5%ETFLowProvidence, RI2026-10-21
Capital Advantage, Inc.
877,114$28.5M3.4%ETFMediumWalnut Creek, CA2026-10-14
SRH Advisors, LLC
870,175$28.3M7.3%ETFVery LowSalina, KS2026-10-22
PFG Advisors
858,296$27.9M1.4%ETFMediumPhoenix, AZ2026-10-16
Dagco, Inc.
855,722$27.8M4.8%ETFVery LowWestlake, OH2026-10-20
Asset Allocation & Management Company, LLC
806,214$26.2K0.2%ETFLowChicago, IL2026-10-13
MGO One Seven LLC
804,893$26.2M0.4%GrowthLowBeachwood, OH2026-10-28
McCarthy Asset Management, Inc.
798,372$26.0M12.4%ETFMediumRedwood Shores, CA2026-10-20
MJT & Associates Financial Advisory Group, Inc.
796,851$25.9M16.8%ETFLowMontevideo, MN2026-10-07
Walker Financial Services, Inc.
786,308$25.6M7.5%ETFLowBowling Green, KY2026-10-26
Wealthcare Advisory Partners LLC
760,558$24.7M0.4%ETFLowWest Chester, PA2026-10-21
Powers Advisory Group, LLC
759,585$24.7M7.5%ETFVery LowHighland, IL2026-10-14
IFP Advisors, Inc
756,809$24.6M0.4%GrowthLowTampa, FL2026-10-16
Independent Financial Group, LLC
753,242$24.5M0.4%GrowthLowSan Diego, CA2026-10-13
Sumitomo Mitsui Trust Group, Inc.
723,050$23.5M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Weitzel Financial Services, Inc.
716,682$23.4M7.9%ETFVery LowDubuque, IA2026-10-16
Southland Equity Partners LLC
706,927$23.0M3.9%ETFLowWildwood, MO2026-10-14
Montis Financial, LLC
698,216$22.7M4.7%ETFLowWaltham, MA2026-11-04
Asset Allocation Strategies LLC
681,247$22.2M3.3%ETFMediumFarmington, MI2026-10-20
Venture Visionary Partners LLC
673,332$21.9M0.6%CoreLowSylvania, OH2026-10-07
Hengehold Capital Management LLC
670,820$21.8M1.7%ETFLowCincinnati, OH2026-10-16
LongView Wealth Management
667,536$21.7M5.2%ETFLowAtlanta, GA2026-10-19
Graves Light Lenhart Wealth, Inc.
656,368$21.4M2.0%ETFVery LowHarrisonburg, VA2026-10-09
Pinnacle Wealth Management Advisory Group, LLC
655,621$21.3M1.2%GrowthLowRed Bank, NJ2026-10-23
Summit Investment Advisors, Inc.\KS
653,294$21.3M9.6%N/AN/ALeawood, KS2026-11-05
Concurrent Investment Advisors, LLC
652,360$21.2M0.1%GrowthMediumTampa, FL2026-10-16
Davenport & Co LLC
648,207$21.1M0.1%CoreMediumRichmond, VA2026-10-14
Lido Advisors, LLC
647,697$21.1M0.1%GrowthLowLos Angeles, CA2026-11-04
Kellett Wealth Advisors, LLC
637,860$20.7M7.6%ETFMediumCincinnati, OH2026-10-15
Waller Financial Planning Group, Inc
635,884$20.7M4.2%ETFMediumColumbus, OH2026-10-07
Equitable Trust Co
624,169$20.3M0.9%CoreLowNashville, TN2026-10-13
Integrated Advisors Network LLC
613,941$20.0M0.9%GrowthMediumDallas, TX2026-10-20
Principle Wealth Partners LLC
605,492$19.7M0.9%CoreVery LowMadison, CT2026-11-02
Oppenheimer & Co Inc
599,451$19.5M0.2%CoreLowNew York, NY2026-10-26
Asset One Wealth Management LLC
593,112$19.3M1.7%GrowthLowBellevue, WA2026-11-02
Sims Investment Management, LLC
582,002$18.9M5.9%ETFVery LowCincinnati, OH2026-10-13
Hunter Associates Investment Management LLC
579,943$18.9K0.0%CoreLowPittsburgh, PA2026-10-26
Opulen Financial Group LLC
576,569$18.8M11.5%ETFVery LowArlington, VA2026-10-22
Kohmann Bosshard Financial Services, LLC
574,672$18.7M1.6%ETFLowFairlawn, OH2026-11-04
Global Wealth Management, LLC
573,284$18.6M10.1%ETFLowKingston, NJ2026-10-15
Carnegie Investment Counsel
549,487$17.9M0.4%CoreLowPepper Pike, OH2026-10-20
Lodestar Private Asset Management LLC
528,834$17.2M1.5%ETFLowAlamo, CA2026-10-26
Curbstone Financial Management Corp
525,152$17.1M3.0%CoreLowManchester, NH2026-10-21
Financial Guidance Group, Inc.
523,545$17.0M6.1%ETFVery LowPalm Harbor, FL2026-10-21
Christensen, King & Associates Investment Services, Inc.
516,198$16.8M6.1%ETFVery LowRichland, WA2026-10-22
Paradigm, Strategies in Wealth Management, LLC
506,446$16.5M10.6%ETFLowMaple Grove, MN2026-10-16
Whitegate Investment Counselors, Inc.
505,662$16.4M4.8%ETFVery LowConcord, NH2026-11-02
True Private Wealth Advisors
503,208$16.4M1.4%ETFMediumSalem, OR2026-10-19
BCM Advisors, LLC
501,552$17.9M3.5%ETFLowLafayette, LA2026-11-03
GSG Advisors LLC
500,074$16.3M3.4%ETFVery LowMount Laurel, NJ2026-11-03
Schaeffer Financial LLC
495,667$16.1M12.3%ETFLowRockville, MD2026-10-23
Midwest Trust Co
494,001$16.1M0.2%CoreLowOverland Park, KS2026-10-22
Ascentis Independent Advisors
492,497$16.0M0.9%ETFLowDallas, TX2026-11-03
Fifth Third Wealth Advisors LLC
490,742$16.0M0.4%IndexVery LowCincinnati, OH2026-10-22
Retirement Financial Solutions, LLC
484,480$15.8M3.7%ETFMediumKnoxville, TN2026-10-20
Citigroup Inc
481,961$15.7M0.0%CoreMediumNew York, NY2026-11-04
Lighthouse Wealth Management Inc.
481,134$15.7M9.5%ETFLowAshland, OH2026-10-13
Sard Wealth Management Group, LLC
479,959$15.6M6.3%ETFVery LowAtlanta, GA2026-10-16
Mesirow Financial Investment Management, Inc.
479,710$15.6M0.2%CoreLowChicago, IL2026-11-05
Walled Lake Planning & Wealth Management, LLC
471,798$15.3M3.7%ETFLowHighland Park, IL2026-10-29
Friday Financial
470,332$15.4M3.0%ETFVery LowDubuque, IA2026-10-09
Capital Asset Advisory Services LLC
470,090$16.6M0.6%ETFLowWilliamston, MI2026-10-30
Kingswood Wealth Advisors, LLC
469,944$15.3M0.6%GrowthLowSan Diego, CA2026-10-23
Strategic Family Wealth Counselors, L.L.C.
469,257$15.3M3.6%ETFVery LowFairfield, NJ2026-10-29
Courage Miller Partners, LLC
466,882$15.2M4.0%ETFVery LowNorfolk, VA2026-10-21
Charles Schwab Trust Co
466,781$15.2M0.9%ETFLowHenderson, NV2026-10-15
Parallel Advisors, LLC
464,630$15.1M0.2%IndexLowSan Francisco, CA2026-11-03
Next Level Wealth Planning, LLC
459,948$15.0M6.1%ETFVery LowMeridian, ID2026-10-29
Apollon Wealth Management, LLC
456,328$14.8M0.2%GrowthLowMount Pleasant, SC2026-10-23
Robbins Farley
447,731$14.6M5.6%CoreMediumBedford, NH2026-10-21
Smithbridge Asset Management Inc
447,126$14.5M2.0%GrowthLowChadds Ford, PA2026-10-19
Barry Investment Advisors, LLC
443,568$14.4M2.8%ETFLowNew Bedford, MA2026-10-14
Moran Wealth Management, LLC
438,102$14.3M0.4%CoreMediumNaples, FL2026-10-22
Legacy Financial Strategies, LLC
437,464$14.2M2.3%ETFLowOverland Park, KS2026-10-15
Summit Wealth Group LLC / Co
430,356$14.0M0.9%ETFHighColorado Springs, CO2026-10-29
Kestra Private Wealth Services, LLC
429,617$14.0M0.1%GrowthLowAustin, TX2026-10-30
Financial Consulate, Inc
427,048$13.9M1.5%ETFLowHunt Valley, MD2026-10-23
Citizens Financial Group Inc
426,034$13.9M0.2%GrowthLowProvidence, RI2026-10-23
Sunburst Financial Group, LLC
423,022$13.8M2.2%ETFVery LowVestavia Hills, AL2026-10-09
Platform Technology Partners
419,025$13.6M2.2%CoreVery LowLocust Valley, NY2026-11-02
Stevens Capital Partners
418,286$13.6M2.4%ETFVery LowOmaha, NE2026-10-29
Acorn Wealth Advisors, LLC
417,162$13.6M3.3%ETFLowGrand Blanc, MI2026-10-19
Adamsbrown Wealth Consultants LLC
413,749$13.5M2.5%ETFLowWichita, KS2026-10-20
Dhjj Financial Advisors, Ltd.
409,205$13.3M3.8%ETFVery LowNaperville, IL2026-10-23
XML Financial, LLC
408,627$13.3M1.0%ETFLowBethesda, MD2026-10-29
Islay Capital Management, LLC
407,788$13.3M6.2%ETFMediumLubbock, TX2026-10-20
BlueChip Wealth Advisors LLC
406,304$13.2M4.4%ETFMediumMilton, GA2026-11-03
Koshinski Asset Management, Inc.
404,016$13.1M0.7%ETFLowDecatur, IL2026-10-29
Mission Wealth Management, LP
403,350$13.1M0.2%ETFLowSanta Barbara, CA2026-10-15
Richardson Capital Management LLC
396,435$12.9M5.3%ETFLowMenomonee Falls, WI2026-10-23
Red Mountain Financial, LLC
394,735$12.8M10.7%ETFLowFort Collins, CO2026-11-03
Midwest Financial Group LLC
390,708$12.7M4.3%ETFLowOverland Park, KS2026-10-15
Clay Northam Wealth Management, LLC
389,943$12.7M5.9%GrowthVery LowHuntington Beach, CA2026-10-13
Canvas Wealth Advisors, LLC
389,655$13.9M1.8%GrowthLowShawnee, KS2026-11-02
Traphagen Investment Advisors LLC
387,252$12.6M0.9%ETFLowOradell, NJ2026-10-14
Pacific Capital Wealth Advisors, Inc.
386,210$12.6M1.8%ETFLowCorona, CA2026-10-22
Avior Wealth Management, LLC
385,587$12.5M0.3%ETFMediumOmaha, NE2026-10-13
Keystone Financial Group, Inc.
384,721$12.5M6.7%ETFLowAtlanta, GA2026-10-13
Integral Investment Advisors, Inc.
383,186$12.5M2.7%ETFVery LowTurlock, CA2026-11-03
Baker Ellis Asset Management LLC
381,817$12.4M1.4%GARPVery LowVancouver, WA2026-10-14
WealthPlan Investment Management, LLC
377,019$12.3M0.6%GrowthMediumOmaha, NE2026-10-15
Signature Estate & Investment Advisors LLC
373,684$12.2M0.2%ETFMediumLos Angeles, CA2026-10-13
Larson Financial Group LLC
371,413$12.1M0.3%GrowthLowSt Louis, MO2026-11-05
Certior Financial Group, LLC
369,749$12.0M6.5%ETFMediumKing Of Prussia, PA2026-10-19
Monetary Solutions, Ltd
367,846$12.0M10.2%ETFVery LowDayton, OH2026-10-22
Winthrop Advisory Group LLC
365,163$11.9M0.7%ETFVery LowBoston, MA2026-10-22
MBA Advisors LLC
363,068$11.8M3.9%ETFLowHermitage, PA2026-10-29
Verus Capital Partners, LLC
362,931$11.8M0.6%GrowthLowScottsdale, AZ2026-11-03
Lakeshore Financial Planning, Inc.
362,490$11.8M3.7%ETFLowSt. Clair Shores, MI2026-10-13
Dmkc Advisory Services, LLC
361,316$11.8M2.9%ETFLowDes Moines, IA2026-11-04
Prosperitas Financial LLC
360,752$11.7M3.5%GrowthLowValencia, CA2026-10-28
Assetmark, Inc
357,850$11.6M0.0%ETFLowConcord, CA2026-10-21
MSH Capital Advisors LLC
352,796$11.5M1.8%CoreLowScottsdale, AZ2026-11-03
Kure Advisory, LLC
352,119$11.5M5.3%ETFVery LowPlymouth, MN2026-10-08
Bell Investment Advisors, Inc
352,000$11.5M1.7%ETFVery LowOrinda, CA2026-10-29
McAlister, Sweet & Associates, Inc.
343,226$11.2M7.1%ETFMediumHouston, TX2026-10-07
Johnson & White Wealth Management, LLC
341,160$11.1M4.0%ETFVery LowYork, PA2026-11-03
Benchmark Financial Wealth Advisors, LLC
340,535$11.1M2.6%ETFLowBoca Raton, FL2026-10-20
Robertson Stephens Wealth Management, LLC
338,840$11.0M0.3%ETFMediumSan Francisco, CA2026-10-16
Meridian Financial Advisors, LLC
333,910$10.9M5.1%ETFVery LowHolliston, MA2026-10-14
Mayfair Advisory Group, LLC
331,699$10.8M3.1%ETFLowBirmingham, AL2026-10-20
Juncture Wealth Strategies, LLC
322,879$10.5M2.7%ETFLowScottsdale, AZ2026-10-06
Appalachian Capital Management Ltd
321,346$10.5M7.5%ETFVery LowSt Clairsville, OH2026-10-14
YHB Investment Advisors, Inc.
320,278$10.4M0.7%GrowthLowWest Hartford, CT2026-10-08
Integrity Alliance, Llc.
318,735$10.4M0.3%ETFMediumUrbandale, IA2026-10-29
Redhawk Wealth Advisors, Inc.
315,628$10.3M1.0%ETFHighMinneapolis, MN2026-10-14
Beacon Financial Planning, Inc
314,463$10.2M3.5%ETFVery LowHyannis, MA2026-11-04
PPS&V Asset Management Consultants, Inc.
313,441$10.2M5.5%ETFVery LowPortage, MI2026-10-06
North Star Investment Management Corp.
309,776$10.1M0.5%CoreLowChicago, IL2026-10-27
Investors Research Corp
302,624$9.8M1.7%ETFLowAtlanta, GA2026-10-07
Union Bancaire Privee, UBP SA
301,970$8.3M0.1%GrowthMediumGeneva 1, Switzerland2026-11-04
VMS Asset Management Limited
301,970$9.8M3.7%Agg GrowthVery HighHong Kong, South Korea2026-10-15
Diversified Enterprises, LLC
297,679$9.7M0.4%ETFVery LowWilmington, DE2026-10-19
Dynamic Advisor Solutions LLC
297,490$9.7M0.3%ETFLowPhoenix, AZ2026-10-13
Joseph Group Capital Management
294,563$9.6M1.7%ETFLowColumbus, OH2026-11-04
Livet Wealth, LLC
294,494$9.6M5.3%ETFLowSpanish Fork, UT2026-10-27
Moneco Advisors, LLC
292,572$9.5M0.6%ETFLowFairfield, CT2026-11-05
New England Private Wealth Advisors LLC
290,636$9.5M0.9%ETFVery LowWellesley, MA2026-10-19
Oppenheimer Asset Management Inc.
288,805$9.4M0.1%CoreMediumNew York, NY2026-10-27
Coquina Private Wealth LLC
287,863$9.4M6.3%ETFVery LowPort Charlotte, FL2026-10-27
Crescent Sterling, Ltd.
287,582$9.4M7.7%CoreLowMetairie, LA2026-10-16
Curtis Advisory Group, LLC
284,528$9.3M1.7%ETFLowSanta Barbara, CA2026-10-28
Penney Financial, LLC
284,097$9.2M2.7%ETFMediumHouston, TX2026-10-20
Stewardship Concepts Financial Services LLC
282,125$9.2M6.0%ETFLowSpokane, WA2026-10-06
Karras Company, Inc.
281,620$9.2M8.4%GrowthLowRoy, UT2026-10-16
Guardian Financial Partners, LLC
281,413$9.2M3.5%ETFLowOrange, CA2026-11-04
Valley National Advisers Inc
279,208$9.1M1.0%ETFLowBethlehem, PA2026-10-23
HRC Wealth Management, LLC
277,145$9.0M3.6%ETFVery LowMoscow, ID2026-10-16
Pittenger & Anderson Inc
275,323$9.0M0.3%CoreLowLincoln, NE2026-11-02
Investment Advisory Services Inc
274,322$8.9M2.5%CoreLowThe Woodlands, TX2026-10-27
Milestones Private Investment Advisors LLC
273,063$8.9M7.2%ETFMediumFairport, NY2026-10-19
Orgel Wealth Management, LLC
272,367$8.9M0.2%ETFMediumAltoona, WI2026-10-14
D.B. Root & Company, LLC
271,885$8.8M1.9%ETFLowPittsburgh, PA2026-11-04
Michels Family Financial, LLC
270,972$8.8M5.5%ETFLowFort Worth, TX2026-11-02
Keeler Thomas Management LLC
270,964$8.8M3.4%CoreHighOrem, UT2026-10-29
Compass Wealth Management, LLC
270,692$8.8M3.5%ETFMediumAtlanta, GA2026-10-30
Prospera Financial Services Inc
270,505$9.7M0.1%CoreMediumDallas, TX2026-11-04
Madden Securities Corp
270,010$8.8M2.3%GrowthMediumDallas, TX2026-10-27
NBT Bank, N.A.
269,733$8.8M0.6%CoreLowNorwich, NY2026-10-21
HBW Advisory Services LLC
269,029$8.8M0.9%ETFMediumSimi Valley, CA2026-10-15
Chicago Partners Investment Group LLC
267,545$9.4M0.2%GARPLowChicago, IL2026-10-27
Visionary Wealth Advisors
266,690$8.7M0.3%ETFLowO'Fallon, IL2026-11-04
Davis Capital Management
265,361$8.6M5.2%CoreLowJacksonville, FL2026-10-08
Fairway Financial, LLC
262,714$8.5M5.3%ETFMediumCasselberry, FL2026-10-20
DT Investment Partners, LLC
261,715$8.5M0.6%ETFVery LowChadds Ford, PA2026-10-27
Old Port Advisors
260,636$8.5M1.7%GARPLowPortland, ME2026-10-23
Raab & Moskowitz Asset Management LLC
256,743$8.4M1.7%CoreLowChatham, NJ2026-11-02
Allen Capital Group, LLC
255,875$8.3M0.7%CoreLowGrand Island, NE2026-10-27
Matrix Trust Co
254,782$8.3K0.0%ETFLowDenver, CO2026-10-07
Strategic Blueprint, LLC
252,836$8.2M0.4%ETFLowAtlanta, GA2026-10-22
Yelin Lapidot Holdings Management Ltd.
251,541$8.2M1.5%GARPLowTel Aviv, Luxembourg2026-10-26
Burns Matteson Capital Management, LLC
249,934$8.1M2.8%CoreMediumCorning, NY2026-10-16
Plancorp, LLC
247,708$8.9M0.2%ETFLowSaint Louis, MO2026-11-03
Womack Financial LLC
247,671$8.1M5.3%CoreVery LowDallas, TX2026-10-14
Flagship Harbor Advisors, LLC
247,392$8.0M0.3%ETFMediumBoston, MA2026-10-26
USAdvisors Wealth Management, LLC
246,227$8.0K0.0%ETFLowEden Prairie, MN2026-10-21
CPA Asset Management Group, LLC
246,154$8.0M2.2%ETFMediumWest Palm Beach, FL2026-10-26
Intrua Financial, LLC
245,888$8.0M0.7%ETFMediumHouston, TX2026-10-28
Skyline Advisors, Inc.
244,907$8.0M2.5%ETFMediumBellingham, WA2026-11-03
Asset Advisory Group, Inc.
241,689$7.9M3.4%CoreVery LowKinnelon, NJ2026-10-20
Dickmeyer Boyce Financial Management, Inc.
241,399$7.9M4.0%CoreVery LowFort Wayne, IN2026-10-08
Pinkerton Wealth, LLC
241,159$7.8M1.2%CoreHighCoeur D Alene, ID2026-10-29
Sheets Smith Wealth Management
241,043$7.8M0.8%CoreLowWinston-Salem, NC2026-10-16
High Net Worth Advisory Group LLC
239,568$7.8M1.6%ETFVery LowNaples, FL2026-10-26
Signal Advisors Wealth, LLC
238,788$7.8M0.3%ETFLowDetroit, MI2026-10-13
Legacy Advisors, LLC
238,638$7.8M0.7%ETFLowPlymouth Meeting, PA2026-10-19
Chris Bulman Inc
235,427$7.7M2.7%ETFLowRoseville, CA2026-10-20
Dorato Capital Management
234,525$7.7M5.1%ValueVery LowDenver, CO2026-10-08
Wedmont Private Capital
233,756$7.7M0.2%IndexVery LowWest Chester, PA2026-10-09
Patriot Investment Management Group, Inc.
233,754$7.6M0.4%ETFVery LowKnoxville, TN2026-10-15
Beacon Advisors Holdings, LLC
232,303$7.6M3.6%ETFVery LowAustin, TX2026-10-27
St. Johns Investment Management Company, LLC
231,189$7.5M2.9%CoreVery LowJacksonville, FL2026-10-30
Adams Asset Advisors, LLC
229,830$7.5M0.8%YieldMediumDallas, TX2026-10-08
Atria Investments, Inc
227,968$7.4M0.1%CoreMediumCharlotte, NC2026-10-15
Alkeme Wealth, LLC
224,686$7.3M2.8%ValueLowScottsdale, AZ2026-10-08
Family Investment Center, Inc.
224,642$7.3M1.2%ETFMediumSaint Joseph, MO2026-10-19
Sierra Ocean, LLC
224,603$7.3M4.5%ETFLowRipon, CA2026-11-03
Family Capital Management, Inc.
223,303$7.3M2.8%ETFLowGrand Rapids, MI2026-11-03
Eagle Strategies LLC
223,164$7.3M0.7%ETFLowNew York, NY2026-10-16
Joseph P. Lucia & Associates, LLC
222,705$7.2M2.1%ETFVery LowYorktown Heights, NY2026-10-30
True Freedom Investing, LLC
221,481$7.2M1.1%CoreHighCoeur D'Alene, ID2026-10-29
Global Strategic Investment Solutions, LLC
219,535$7.1M0.6%ETFLowScottsdale, AZ2026-10-16
Oasis Advisors, LLC
219,517$7.1M3.0%ETFMediumForest City, IA2026-10-16
Sendero Wealth Management, LLC
219,141$7.1M0.7%GARPLowSan Antonio, TX2026-10-14
Wedbush Securities Inc
217,924$7.1K0.0%CoreLowPasadena, CA2026-10-22
Fiduciary Alliance LLC
217,420$7.1M0.5%CoreMediumGreenville, SC2026-10-13
SevenBridge Financial Group, LLC
214,378$7.4M1.1%CoreLowHarrisburg, PA2026-10-26
Seek First Inc.
212,670$6.9M4.5%ETFLowCampbell, CA2026-10-27
Park Avenue Securities LLC
211,626$6.9K0.0%ETFMediumNew York, NY2026-10-26
Diversify Wealth Management, LLC
211,368$7.2M0.1%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
211,368$7.2M0.1%GrowthLowSandy, UT2026-10-20
BCS Wealth Management
209,584$6.8M1.2%ETFVery LowJohnson City, TN2026-11-03
Dominguez Wealth Management Solutions, Inc.
209,188$6.8M3.8%CoreVery LowWilliamsburg, VA2026-10-07
Founders Financial Securities LLC
206,642$6.7M0.3%ETFMediumTowson, MD2026-10-28
Perigon Wealth Management, LLC
206,170$6.7M0.1%GrowthLowSan Francisco, CA2026-10-22
Vise Technologies, Inc.
205,968$6.7M0.1%IndexLowNew York, NY2026-10-29
Strategic Wealth Investment Group, LLC
204,983$6.7M0.8%GrowthLowLouisville, KY2026-10-29
Annex Advisory Services, LLC
203,954$6.6M0.1%GrowthHighBrookfield, WI2026-10-16
MFA Wealth Services
203,610$6.6M3.9%ETFLowThousand Oaks, CA2026-10-14
Holos Integrated Wealth LLC
203,528$7.0M3.1%ETFLowKennett Square, PA2026-10-23
Bare Financial Services, Inc
202,935$6.6M1.5%ETFVery LowGap, PA2026-11-04
Axxcess Wealth Management, LLC
201,399$6.6M0.3%CoreLowCarlsbad, CA2026-10-21
WealthPLAN Partners, LLC
198,867$6.5M1.2%CoreMediumOmaha, NE2026-10-15
Merkkuri Wealth Advisors LLC
198,297$6.5M3.9%ETFMediumHicksville, NY2026-11-03
Fagan Associates, Inc.
196,655$6.4M0.7%GrowthLowTroy, NY2026-10-13
Certified Advisory Corp
195,373$6.4M0.5%ETFLowAltamonte Springs, FL2026-10-29
AlphaCore Capital LLC
194,747$6.3M0.1%ETFLowLa Jolla, CA2026-11-04
Spire Wealth Management
194,350$6.3M0.2%GrowthMediumMclean, VA2026-10-30
Vigilare Wealth Management
194,200$6.3M1.9%ETFHighScottsdale, AZ2026-10-29
Avidian Wealth Enterprises, LLC
191,497$6.2M0.2%ETFLowHouston, TX2026-10-08
First Merchants Corp
191,136$6.2M0.2%GrowthLowMuncie, IN2026-10-15
Copper Harbor Investment Advisors, LLC
191,133$6.2M1.3%ETFN/AAppleton, WI2026-10-16
Alpha Omega Wealth Management LLC
190,805$6.2M0.9%ValueLowRichmond, VA2026-10-23
Crew Capital Management, Ltd
189,435$6.2M3.2%GrowthMediumCincinnati, OH2026-10-28
Legacy Private Trust Co.
189,049$6.1M0.3%ETFLowNeenah, WI2026-10-06
Trek Financial, LLC
187,078$6.1M0.3%ETFHighScottsdale, AZ2026-10-29
Cape Investment Advisory, Inc.
186,669$6.1M1.6%ETFLowMcdonough, GA2026-10-13
Financial Partners Group, Inc
185,898$6.0M0.6%ETFLowOverland Park, KS2026-10-19
Global Financial Private Client, LLC
185,727$6.0M1.7%GrowthLowSarasota, FL2026-10-15
Iron Financial LLC
184,943$6.0M2.5%ETFLowNorthbrook, IL2026-10-23
Lynch & Associates
184,645$6.0M0.9%CoreVery LowEvansville, IN2026-10-13
Camden National Bank
184,433$6.0M0.8%CoreVery LowCamden, ME2026-11-02
Alliance Wealth Management Group
183,586$6.0M1.2%ETFLowFlemington, NJ2026-10-29
Towercrest Capital Management
183,586$6.0M0.9%ETFVery LowNewtown, PA2026-10-23
Advisortrust Partners, LLC
183,020$6.0M1.9%CoreHighRaleigh, NC2026-11-02
LS Investment Advisors, LLC
182,044$5.9M0.8%CoreLowBloomfield Hills, MI2026-10-13
Cresta Advisors, Ltd.
180,209$5.9M2.6%ETFVery LowLaredo, TX2026-10-14
Onyx Bridge Wealth Group LLC
180,182$5.9M0.5%ETFMediumTarrytown, NY2026-10-16
Surience Private Wealth LLC
179,961$5.9M5.6%ETFVery HighYakima, WA2026-10-16
Bensler, LLC
178,963$5.8M0.5%MomentumMediumBellevue, WA2026-11-05
Fifth Third Securities, Inc.
178,589$5.8M0.3%ETFLowCincinnati, OH2026-10-21
Lexington Hill Partners, LLC
176,605$5.7M2.5%ETFLowDallas, TX2026-10-13
Capital Investment Advisory Services, LLC
176,171$5.7M0.4%CoreMediumRaleigh, NC2026-10-30
Root Financial Partners, LLC
176,057$5.7M0.2%ETFMediumEncinitas, CA2026-10-21
Sanders Morris Harris LLC
175,751$5.8M0.8%GARPLowHouston, TX2026-10-14
PCA Investment Advisory Services Inc.
175,672$5.7M1.6%ETFVery LowCincinnati, OH2026-10-13
Ignite Planners, LLC
173,804$5.7M0.7%CoreLowSan Clemente, CA2026-10-14
Roman Butler Fullerton & Co
172,862$5.9M1.4%GrowthMediumSt Louis, MO2026-10-27
Samalin Investment Counsel, LLC
172,620$5.6M1.8%YieldMediumChappaqua, NY2026-10-23
Sowell Financial Services LLC
172,506$5.6M0.2%CoreLowNorth Little Rock, AR2026-10-23
Berkeley, Inc
169,772$5.5M1.7%CoreLowBoise, ID2026-10-20
Decker Retirement Planning Inc.
169,542$5.5M1.8%Agg GrowthVery HighLevi, UT2026-10-19
Liberty Capital Management, Inc.
169,336$5.5M0.9%CoreVery LowBirmingham, MI2026-11-02
Meridian Wealth Management, LLC
169,311$5.5M0.2%GrowthLowLexington, KY2026-11-05
Richards, Merrill & Peterson, Inc.
168,850$5.5M1.7%GrowthLowSpokane, WA2026-10-19
Keeler & Nadler Financial Planning & Wealth Management
168,783$5.5M1.5%ETFLowDublin, OH2026-10-28
Good Harbor Advisors, Inc.
168,692$5.5M5.1%ETFVery LowGloucester, MA2026-10-20
Compass Financial Management LLC
168,439$5.5M0.6%CoreN/ATampa, FL2026-10-30
StoneX Group Inc.
167,570$5.5M0.2%ETFMediumNew York, NY2026-11-03
Titleist Asset Management, LLC
167,167$5.4M0.4%ETFLowSan Antonio, TX2026-10-08
Perryman Financial Advisory Inc
165,249$5.4M0.7%GrowthVery LowDallas, TX2026-10-16
Cutler Investment Counsel LLC
163,973$5.3M0.5%CoreLowJacksonville, OR2026-10-28
Milestone Asset Management, LLC
162,920$5.3M0.8%GrowthHighPittsburgh, PA2026-10-15
Compass Financial Group, Inc
162,455$5.3M0.6%ETFVery LowSioux Falls, SD2026-10-13
Stackstone Wealth, LLC
162,412$5.3M0.5%CoreN/ADubuque, IA2026-10-19
MBE Wealth Management, LLC
160,989$5.2M1.8%ETFVery LowTomah, WI2026-10-26
Focused Alpha, LLC
160,927$5.2M1.3%CoreMediumDenver, CO2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
160,817$5.2M0.1%GrowthVery LowSeattle, WA2026-10-27
Olio Financial Planning
160,174$5.2M1.3%ETFVery LowMclean, VA2026-10-22
First Heartland Consultants, Inc.
159,936$5.2M0.3%ETFMediumLake St. Louis, MO2026-10-08
Simon Quick Advisors, LLC
158,916$5.2M0.2%ETFLowMorristown, NJ2026-10-26
TrueWealth Advisors, LLC
158,774$5.2M1.2%ETFMediumBirmingham, AL2026-10-09
KCM Investment Advisors LLC
158,361$5.2M0.2%CoreVery LowGreenbrae, CA2026-10-27
Y-Intercept (Hong Kong) Ltd
157,867$5.1M0.1%ValueVery HighHong Kong, South Korea2026-10-16
TFB Advisors LLC
156,646$5.1M2.1%ETFLowOverland Park, KS2026-11-02
LVM Capital Management LTD
155,148$5.0M0.4%GrowthLowPortage, MI2026-10-20
Andrews Advisory Associates, LLC
154,583$5.0M2.3%ETFLowHonolulu, HI2026-10-15
Soltis Investment Advisors LLC
150,429$4.9M0.2%CoreMediumSt. George, UT2026-10-28
Gradient Capital Advisors, LLC
149,170$4.9M1.1%ETFLowSan Diego, CA2026-10-21
Jnba Financial Advisors
148,444$4.8M0.4%ETFMediumBloomington, MN2026-11-03
SeaCrest Wealth Management, LLC
146,571$4.8M0.5%GrowthLowPurchase, NY2026-10-21
Beam Wealth Advisors, Inc.
146,214$4.8M1.0%ETFMediumCovington, LA2026-11-03
EverSource Wealth Advisors, LLC
144,254$4.7M0.2%CoreMediumBirmingham, AL2026-11-04
Valley Forge Investment Consultants Inc ADV
144,141$4.7M1.2%ETFVery LowAudubon, PA2026-11-03
Mattern Wealth Management LLC
144,048$4.7M0.8%ETFVery LowLawrence, KS2026-11-04
Capital Investment Advisors, LLC
144,036$4.7M0.1%CoreLowAtlanta, GA2026-10-22
North Forty Two & Co.
143,080$4.7M3.8%ETFVery LowLake Oswego, OR2026-10-19
CapWealth Advisors, LLC
142,240$4.6M0.3%CoreLowFranklin, TN2026-10-05
Zullo Investment Group, Inc.
141,591$4.6M1.5%GrowthVery LowScranton, PA2026-10-20
United Advisor Group, LLC
141,341$4.6M0.4%ETFLowCincinnati, OH2026-11-03
Elevation Wealth Partners, LLC
140,378$4.6M1.3%ETFLowWalnut Creek, CA2026-10-07
Portus Wealth Advisors, LLC
137,615$4.5M3.7%ETFLowCharlotte, NC2026-10-13
Aprio Wealth Management, LLC
137,482$4.5M0.2%ETFMediumAtlanta, GA2026-10-28
RVW Wealth, LLC
134,272$4.4M0.3%ETFVery LowLos Angeles, CA2026-10-06
Ceera Investments, LLC
133,807$4.4M1.7%CoreMediumBellaire, TX2026-11-02
Cordgrass Capital Advisors, LLC
133,355$4.3M1.6%CoreLowRaleigh, NC2026-10-30
Cpwa, LLC
133,051$4.4M4.8%GrowthN/AHood River, OR2026-11-04
TPG Advisors LLC
130,421$4.2M2.3%ETFVery LowNorthfield, IL2026-10-16
BXM Wealth LLC
130,372$4.2M2.3%GrowthLowEnglewood, CO2026-11-03
Hudock, Inc.
129,444$4.2M0.5%ETFLowWilliamsport, PA2026-10-14
KFG Wealth Management, LLC
127,824$4.2M0.5%ETFMediumGranger, IN2026-10-16
Patriot Financial Group Insurance Agency, LLC
127,682$4.2M0.4%GrowthLowWalpole, MA2026-10-14
Cambridge Advisors Inc.
127,647$4.2M0.7%ETFVery LowOmaha, NE2026-10-19
Sovran Advisors, LLC
127,371$4.5M0.3%ETFMediumSan Diego, CA2026-11-02
Mengis Capital Management, Inc.
127,317$4.1M0.6%CoreLowPortland, OR2026-10-13
First National Trust Co
126,932$4.1M0.1%GrowthLowJohnstown, PA2026-10-28
Emerald Advisors, LLC
126,598$4.1M0.5%GrowthVery LowBellevue, WA2026-10-13
Guyasuta Investment Advisors Inc
125,931$4.1M0.2%CoreVery LowPittsburgh, PA2026-10-15
Caliber Wealth Management, LLC / KS
125,197$4.1M0.4%ETFLowOverland Park, KS2026-11-04
WBH Advisory Inc
124,943$4.1M0.3%ETFLowBaltimore, MD2026-11-05
Schear Investment Advisers, LLC
124,880$4.1M0.5%Agg GrowthMediumCincinnati, OH2026-10-14
Tempo Wealth, LLC
124,880$4.1M0.5%Agg GrowthLowIndependence, OH2026-10-14
Olistico Wealth, LLC
124,750$4.1M1.7%GrowthVery LowTulsa, OK2026-10-05
WPG Advisers, LLC
124,007$4.0M2.2%CoreLowBaltimore, MD2026-10-27
Decker Wealth Management LLC
123,798$4.0M0.8%MomentumLowNashville, TN2026-10-09
Warwick Investment Management, Inc.
122,955$4.0M0.5%ETFLowBryan, TX2026-10-19
Flagship Wealth Advisors, LLC
122,903$4.0M0.9%ETFLowWakefield, MA2026-11-03
John W. Brooker & Co., CPAs
122,579$4.0M4.5%ETFMediumOakland, CA2026-10-21
AMG National Trust Bank
121,910$4.0M0.1%ETFLowGreenwood Village, CO2026-11-05
RMG Wealth Management LLC
120,855$4.3M0.4%ETFVery HighPlatteville, WI2026-10-26
Cowa, LLC
119,964$3.9M1.0%ETFMediumTulsa, OK2026-10-30
CWS Financial Advisors, LLC
119,423$3.9M0.9%ETFVery LowKalamazoo, MI2026-10-16
Cap Partners, LLC
118,744$3.9M1.8%ETFLowFranklin, TN2026-10-19
HUB Investment Partners, LLC
118,554$3.9M0.1%GrowthLowAustin, TX2026-11-03
LifeSteps Financial, Inc.
117,518$3.8M1.8%ETFLowClaremont, CA2026-10-15
Nadler Financial Group, Inc.
117,506$3.8M0.3%ETFVery LowDeerfield, IL2026-10-23
Centennial Advisors, LLC
116,673$3.8M4.5%ETFHighAustin, TX2026-10-21
Sound Income Strategies, LLC
115,933$3.8M0.2%YieldMediumFt Lauderdale, FL2026-10-09
Tenzing Financial LLC
115,534$4.0M2.7%ETFVery LowWilliamsburg, VA2026-11-03
XY Planning Network, Inc.
115,302$3.8M0.4%ETFLowBozeman, MT2026-10-14
Financial Perspectives, Inc
114,218$3.7M0.9%GrowthVery LowMinneapolis, MN2026-11-03
Prime Capital Investment Advisors, LLC
114,092$3.7M0.0%ETFLowOverland Park, KS2026-10-20
Collective Family Office LLC
113,689$3.7M0.8%ETFLowYork, PA2026-10-05
Simplicity Wealth,LLC
113,648$3.7M0.1%ETFLowSummit, NJ2026-10-23
Transcendent Capital Group LLC
112,805$3.7M1.5%ETFMediumEdmond, OK2026-10-28
Hurley Capital, LLC
111,993$3.6M1.8%GARPMediumNew York, NY2026-11-05
Independent Solutions Wealth Management, LLC
111,131$3.6M0.5%GrowthLowWilliamsville, NY2026-10-28
Breakwater Investment Management
110,839$3.6M1.2%ETFLowSeattle, WA2026-10-20
Gilbert Capital Group, Inc.
110,690$3.6M2.5%ETFHighNorth Yarmouth, ME2026-10-28
William John Sempolinski
109,680$3.6M1.4%MomentumLowEaston, MA2026-10-20
Woodside Wealth Management LLC
108,321$3.5M2.4%ETFVery LowFramingham, MA2026-10-16
McGrath & Associates, Inc.
108,065$3.5M3.9%ETFMediumAsheville, NC2026-10-27
Precedent Wealth Partners, LLC
108,018$3.5M0.5%ETFMediumHouston, TX2026-10-21
My Personal CFO, LLC
107,135$3.5M1.3%ETFHighVancouver, WA2026-10-14
Verdence Capital Advisors LLC
106,517$3.5M0.1%CoreMediumHunt Valley, MD2026-10-26
Corda Investment Management, Llc.
106,479$3.5M0.2%CoreLowHouston, TX2026-10-22
Magnus Financial Group LLC
106,113$3.5M0.2%ETFLowNew York, NY2026-10-21
Bfsg, LLC
105,486$3.4M0.3%CoreLowIrvine, CA2026-10-30
Krilogy Financial LLC
105,279$3.5M0.1%GrowthLowSt. Louis, MO2026-10-13
Piedmont Capital Management, LLC
104,085$3.4M2.0%CoreLowGreensboro, NC2026-10-21
Fiscal Wisdom Wealth Management, LLC
103,880$3.4M4.0%ETFMediumCanton, CT2026-10-16
Sage Investment Advisers LLC
103,565$3.4M2.2%ETFLowWappingers Falls, NY2026-10-21
Silverlake Wealth Management LLC
102,108$3.3M0.6%ETFLowWilliston, VT2026-10-21
Mitchell Sinkler & Starr
101,874$3.3M1.3%CoreVery LowPhiladelphia, PA2026-10-13
Virginia Estate & Retirement Planning Advisors Inc.
101,483$3.3M4.2%ETFLowGlen Allen, VA2026-10-14
BKM Wealth Management, LLC
100,531$3.3M1.1%GrowthLowBrookfield, WI2026-10-22
CoreCap Advisors, LLC
100,242$3.3M0.1%ETFMediumSouthfield, MI2026-10-08
Capital Squared Financial LLC
100,123$3.3M2.1%ETFVery LowRockville, MD2026-10-30
Plus Group Wealth Advisors LLC
99,669$3.2M2.9%ETFLowBelgium, WI2026-10-19
Freestate Advisors LLC
98,572$3.2M2.5%ETFVery LowOverland Park, KS2026-10-09
SFM, LLC d/b/a Sweeney Financial Advisors
98,077$3.2M1.6%ETFLowBedford, NH2026-10-14
Trust Co of Vermont
97,534$3.2M0.1%CoreVery LowBrattleboro, VT2026-10-21
Capital Advisors, Ltd. LLC
97,327$3.2K0.0%ETFLowShaker Heights, OH2026-10-27
International Assets Investment Management, LLC
97,087$3.2M0.2%CoreVery HighOrlando, FL2026-11-02
Journey Beyond Wealth, LLC
96,873$3.2M2.4%ETFLowRoswell, GA2026-11-04
Scott & Selber, Inc.
96,045$3.1M0.7%GrowthVery LowHouston, TX2026-10-21
Blueprint Investment Partners LLC
95,884$3.1M0.3%ETFMediumGreensboro, NC2026-10-28
Equity Wealth Partners, LLC
95,217$3.1M1.0%ETFVery LowIndependence, MO2026-10-26
Atlas Wealth Partners, LLC
94,783$3.1M3.2%Agg GrowthVery LowWyomissing, PA2026-11-03
Blueprint Financial Advisors LLC
94,157$3.1M0.3%GARPMediumGreensboto, NC2026-10-28
B. Riley Wealth Advisors, Inc.
94,061$3.1M0.1%GrowthLowMemphis, TN2026-10-13
RIA Advisory Group LLC
93,719$3.0M0.9%ETFHighSioux Falls, SD2026-10-15
Bell Bank
93,680$3.0M0.1%ETFLowFargo, ND2026-10-21
Revolve Wealth Partners, LLC
93,356$3.0M0.3%ETFVery LowHackensack, NJ2026-10-23
RFG Advisory, LLC
93,296$3.0M0.0%ETFMediumBirmingham, AL2026-11-03
Macroview Investment Management LLC
93,027$3.0M1.8%ETFLowBethesda, MD2026-10-26
Selby Wealth Management, LLC
92,957$3.0M1.1%ETFVery LowEmeryville, CA2026-10-16
Hilltop National Bank
92,770$3.0M0.6%CoreLowCasper, WY2026-10-14
Advisory Solutions Group, LLC
92,728$3.0M0.6%ETFN/APlymouth, MN2026-10-14
Welch & Forbes LLC
92,277$3.0M0.0%CoreVery LowBoston, MA2026-11-04
Myecfo, LLC
92,022$3.0M1.1%ETFVery LowLa Jolla, CA2026-10-14
Everhart Financial Group, Inc.
92,020$3.0M0.2%ETFLowDublin, OH2026-10-08
Fermata Advisors, LLC
91,854$3.0M0.6%ETFLowSonoma, CA2026-10-13
Brighton Jones LLC
91,082$3.0M0.1%CoreVery LowSeattle, WA2026-11-03
Caldwell Trust Co
90,892$3.0M0.2%GrowthLowVenice, FL2026-10-30
Latitude Advisors, LLC
90,781$3.0M0.9%ETFLowYorkville, IL2026-10-27
Financial Solutions Advisory Group, Inc.
90,553$3.1M0.4%ETFMediumChicago, IL2026-10-28
Cambridge Financial Group, LLC
90,249$2.9M0.9%ETFLowTucson, AZ2026-10-06
Facet Wealth, Inc.
89,729$2.9M0.0%IndexVery LowWest Palm Beach, FL2026-11-04
SpringVest Wealth Management LLC
89,067$2.9M1.8%ETFLowDallas, TX2026-10-27
MassMutual Private Wealth & Trust, FSB
88,214$2.9M0.1%CoreLowSpringfield, MA2026-10-05
Wealthcare Capital Management LLC
87,376$2.8M0.3%ETFVery LowRichmond, VA2026-10-21
Millennium Capital Advisors, LLC
86,043$2.8M1.5%GrowthLowLittle Rock, AR2026-10-16
Asset Dedication, LLC
85,339$2.8M0.2%ETFLowSan Francisco, CA2026-11-03
Physician Wealth Advisors, Inc.
85,231$2.8M0.3%ETFMediumMidvale, UT2026-10-20
BLB&B Advisors, LLC
85,029$2.8M0.1%ETFLowMontgomeryville, PA2026-10-27
Elwood & Goetz Wealth Advisory Group, LLC
84,474$2.7M0.4%ETFLowAthens, GA2026-10-28
PKS Advisory Services, LLC
83,952$2.7M0.4%ETFMediumAlbany, NY2026-10-26
Blue Bell Private Wealth Management, LLC
83,770$2.7M0.3%YieldVery LowBlue Bell, PA2026-10-29
Bryn Mawr Trust Advisors, LLC
83,687$2.7M0.1%CoreLowPhiladelphia, PA2026-11-04
Csenge Advisory Group
83,595$2.7M0.1%ETFMediumClearwater, FL2026-11-04
Daymark Wealth Partners, LLC
83,498$2.7M0.1%CoreLowCincinnati, OH2026-11-04
Cypress Wealth Services, LLC
83,262$2.7M0.3%ETFLowPalm Desert, CA2026-10-21
Hilton Head Capital Partners, LLC
83,170$2.7M1.5%CoreMediumHilton Head Island, SC2026-10-23
Directional Asset Management
83,109$2.7M2.2%CoreLowArlington Heights, IL2026-10-22
Bison Wealth, LLC
82,994$2.8M0.2%GrowthMediumAtlanta, GA2026-10-13
FMA Wealth Management, LLC
82,794$2.7M1.7%ETFVery LowDuxbury, MA2026-10-21
First National Bank of Mount Dora, Trust Investment Services
82,452$2.7M0.5%CoreMediumMount Dora, FL2026-10-21
Concord Wealth Partners
82,079$2.7M0.3%GrowthLowAbingdon, VA2026-11-02
Valeo Financial Advisors, LLC
81,770$2.7M0.1%ETFLowCarmel, IN2026-10-08
Boyer Financial Services, Inc.
81,559$2.7M2.1%ETFLowNewport Beach, CA2026-10-23
Balentine LLC
81,487$2.7M0.1%ETFLowAtlanta, GA2026-11-03
Juno Financial Group LLC
80,987$2.6M0.9%ETFMediumRichmond, VA2026-10-27
Villere ST Denis J & Co LLC
80,557$2.6M0.3%ValueVery LowNew Orleans, LA2026-11-04
J. Derek Lewis & Associates Inc.
80,509$2.6M0.5%ETFLowNewport Beach, CA2026-11-03
Columbia Advisory Partners LLC
80,139$2.6M1.4%ETFMediumSpokane, WA2026-10-15
Guardian Asset Advisors, LLC
79,668$2.6M1.2%GrowthMediumMechanicsburg, PA2026-10-16
Fairscale Capital, LLC
79,395$2.8M1.7%GrowthVery LowNashua, NH2026-11-04
Great Waters Wealth Management
78,784$2.6M0.2%ETFVery LowShoreview, MN2026-10-07
Cornerstone Planning Group LLC
78,202$2.6M0.3%ETFMediumFairfield, NJ2026-10-16
Balefire, LLC
76,700$2.5M0.4%ETFMediumDallas, TX2026-10-09
Comprehensive Financial Planning, Inc.
76,591$2.5M1.3%Agg GrowthLowEast Petersburg, PA2026-10-27
KG Capital Management
76,416$2.5M1.5%CoreLowSt. Francisville, LA2026-10-15
Bangor Savings Bank
76,233$2.5M0.2%ETFLowBangor, ME2026-10-06
Hazlett, Burt & Watson, Inc.
76,214$2.5K0.0%CoreVery LowWheeling, WV2026-11-04
BG Investment Services, LLC
75,995$2.5M0.4%GrowthVery LowHagatna, GU2026-10-23
Murphy, Middleton, Hinkle & Parker, Inc.
75,236$2.4M1.0%CoreVery HighThomasville, GA2026-10-15
Elevation Point Wealth Partners, LLC
75,092$2.4M0.0%CoreHighDenver, CO2026-11-05
Park Edge Advisors, LLC
74,705$2.4M0.5%CoreMediumCleveland, OH2026-10-28
RDA Financial Network
74,538$2.4M0.5%GrowthMediumAkron, IA2026-10-15
Factor Wealth Management LTD
74,329$2.4M0.4%ETFLowChicago, IL2026-10-08
Mainsail Financial Group, LLC
74,120$2.4M0.8%ETFLowBellevue, WA2026-10-23
Traynor Capital Management, Inc.
74,056$2.4M0.1%GrowthLowMalvern, PA2026-10-29
Etesian Wealth Advisors, Inc.
73,600$2.4M0.7%ETFLowWest Linn, OR2026-10-27
GHP Investment Advisors, Inc.
73,372$2.4M0.1%CoreVery LowDenver, CO2026-10-15
Eastern Bank
73,328$2.4M0.0%GrowthMediumBoston, MA2026-10-05
BIP Wealth, LLC
72,346$2.4M0.1%ETFMediumAtlanta, GA2026-10-22
Weaver Consulting Group
70,454$2.3M0.4%ETFLowHuntington Beach, CA2026-10-07
Wesbanco Bank Inc
70,427$2.3M0.1%CoreLowWheeling, WV2026-11-04
Clear Creek Financial Management, LLC
70,141$2.3M0.2%ETFMediumSilverdale, WA2026-10-28
Trust Co
70,041$2.3M0.2%ETFVery LowManhattan, KS2026-10-09
San Luis Wealth Advisors LLC
69,769$2.3M0.3%CoreMediumSan Luis Obispo, CA2026-10-27
Evanson Financial, LLC
69,372$2.3M0.1%ETFN/AMclean, VA2026-10-23
NWF Advisory Services Inc.
69,231$2.3M0.2%GARPLowLos Angeles, CA2026-10-19
Verus Financial Partners, Inc.
69,093$2.2M0.2%ETFVery LowRichmond, VA2026-10-29
Birchwood Financial Partners, Inc.
68,616$2.2M1.7%ETFVery LowBloomington, MN2026-11-02
Inscription Capital, LLC
68,590$2.2M0.2%GARPMediumHouston, TX2026-11-02
Capital Advisors Wealth Management, LLC
68,499$2.2M0.3%ETFLowYakima, WA2026-10-09
Carrera Capital Advisors
68,286$2.2M0.3%ETFMediumTroy, MI2026-11-03
Whitener Capital Management, Inc.
68,218$2.2M0.4%CoreVery LowRocky Mount, NC2026-10-15
Gradient Investments LLC
68,088$2.2M0.0%CoreMediumArden Hills, MN2026-10-08
Wise Wealth Partners
67,885$2.2M4.0%ETFMediumPhoenix, AZ2026-10-14
Pennsylvania Capital Management Inc
67,452$2.2M0.5%GrowthLowHuntingdon Valley, PA2026-11-05
CPC Advisors, LLC
64,950$2.1M0.3%ETFMediumAtlanta, GA2026-10-21
Tred Avon Family Wealth, LLC
64,813$2.1M0.6%CoreLowEaston, MD2026-10-20
Laurel OAK Wealth Management, LLC
64,771$2.1M0.3%GrowthLowMarlton, NJ2026-10-19
Thrive Wealth Management, LLC
64,510$2.1M0.3%ETFVery LowAudubon, PA2026-10-13
Elevate Wealth Advisory, Inc
64,347$2.1M1.1%ETFVery LowAthens, GA2026-10-29
Serenity Investment Advisors
64,215$2.1M0.9%ETFVery LowChicago, IL2026-10-30
Verity Asset Management, Inc.
64,186$2.1M0.8%CoreMediumDurham, NC2026-10-30
Insight Inv LLC
63,928$2.1M1.0%CoreVery LowEl Segundo, CA2026-10-27
Retirement Planning Group, LLC
63,319$2.1M0.1%ETFVery LowLeawood, KS2026-10-19
Foguth Wealth Management, Llc.
63,252$2.2M0.2%ETFHighBrighton, MI2026-10-19
Chapman Financial Group, LLC
62,424$2.0M1.3%CoreVery LowHonolulu, HI2026-10-26
Indivisible Partners
62,288$2.0M0.1%GrowthMediumClearwater, FL2026-10-26
Todd Wealth Management, LLC
62,218$2.0M1.5%GARPVery LowVenice, FL2026-10-19
ETF Store, Inc.
62,080$2.0M1.7%ETFVery LowOverland Park, KS2026-10-19
Stillwater Wealth Management Group
61,744$2.0M1.1%GrowthMediumJuno Beach, FL2026-10-21
Cottage Street Advisors LLC
61,590$2.0M0.8%GrowthLowMarion, MA2026-10-19
MFG Wealth Management, Inc.
61,430$2.0M1.5%GrowthHighIndianapolis, IN2026-10-09
Anson Capital, Inc.
60,986$2.0M1.3%ETFLowTyrone, GA2026-10-23
Carroll Advisory Group, LLC
60,822$2.0M0.6%ETFVery LowTexarkana, TX2026-10-16
4Wealth Advisors, Inc.
59,150$1.9M1.3%ETFMediumBurr Ridge, IL2026-10-13
Bond & Devick Financial Network, Inc.
58,983$1.9M0.5%ETFVery LowSt. Louis Park, MN2026-10-23
Cathy Pareto & Associates, Inc
58,970$1.9M1.1%ETFLowCoral Gables, FL2026-10-15
Genesee Capital Advisors, LLC
58,791$1.9M0.6%ETFMediumAuburn, NY2026-10-20
Enclave Advisors LLC
58,443$1.9M0.2%ETFMediumAustin, TX2026-10-14
Sagespring Wealth Partners, LLC
57,124$1.9M0.0%ETFLowFranklin, TN2026-10-22
Cornerstone Wealth Management, LLC
57,081$1.9M0.1%ETFVery LowSt. Peters, MO2026-11-04
Townsend Asset Management Corp
57,073$1.9M0.6%CoreLowRaleigh, NC2026-10-29
Register Financial Advisors LLC
57,043$1.9M0.6%GARPLowAtlanta, GA2026-10-23
Probity Advisors, Inc.
56,927$1.9M0.3%ETFLowDallas, TX2026-10-23
Compass Financial Group, Inc. (Ohio)
56,307$1.8M1.2%ETFMediumDublin, OH2026-10-19
Sun Group Wealth Partners
55,832$1.8M1.1%GrowthLowIrvine, CA2026-10-26
Wilmington Savings Fund Society, FSB
55,549$1.8M0.0%CoreLowWilmington, DE2026-10-23
Sagace Wealth Management LLC
55,312$1.8M1.1%ETFLowSt. Petersburg, FL2026-10-28
Triton Wealth Management, Pllc
55,210$2.0M0.6%ETFMediumSun City, AZ2026-11-04
IFS Advisors, LLC
54,968$1.8M0.5%ETFLowOverland Park, KS2026-10-14
LexAurum Advisors, LLC
54,916$1.8M0.2%ETFLowOverland Park, KS2026-10-19
Aurora Private Wealth, Inc.
54,832$1.8K0.0%ETFLowRockaway, NJ2026-10-20
Concord Asset Management, LLC
54,581$1.8M0.3%GrowthLowAbingdon, VA2026-11-02
Armor Investment Advisors, LLC
54,573$1.8M0.6%ETFLowRaleigh, NC2026-10-27
Private Trust Co NA
54,504$1.8M0.1%CoreLowCleveland, OH2026-10-20
Parkside Financial Bank & Trust
54,361$1.8M0.1%CoreVery LowSaint Louis, MO2026-10-27
McAdam, LLC
53,958$1.8M0.1%ETFLowPhiladelphia, PA2026-10-21
Signet Investment Advisory Group, Inc.
53,268$1.7M0.7%CoreVery LowProvidence, RI2026-10-30
GC Wealth Management RIA, LLC
52,792$1.7M0.1%GrowthMediumCambridge, MA2026-11-02
Clark Wealth Partners
52,328$1.7M0.9%ETFVery LowO'Fallon, IL2026-10-19
Pacific Wealth Strategies Group, Inc.
52,239$1.7M0.9%ETFMediumSanta Barbara, CA2026-11-02
Galvin, Gaustad & Stein, LLC
52,207$1.7M0.1%CoreMediumScottsdale, AZ2026-10-08
Centurion Wealth Management LLC
52,082$1.7M0.4%ETFMediumMclean, VA2026-10-13
Washington Trust Advisors, Inc.
51,921$1.7M0.1%GrowthLowWellesley, MA2026-10-22
OpenArc Corporate Advisory, LLC
51,670$1.7M0.0%GrowthLowAtlanta, GA2026-10-21
Agate Pass Investment Management, LLC
51,660$1.7M0.6%CoreLowBainbridge Island, WA2026-10-20
Apella Capital, LLC
51,653$1.7M0.0%ETFVery LowWest Hartford, CT2026-10-08
First Growth Capital LLC
51,619$1.7M1.4%GrowthLowPikesville, MD2026-10-15
W Advisors, LLC
51,596$1.7M0.7%CoreLowGermantown, TN2026-11-02
Semus Wealth Partners LLC
51,339$1.7M0.8%GrowthLowBoca Raton, FL2026-10-22
Redw Wealth LLC
51,152$1.7M0.6%ETFLowAlbuquerque, NM2026-11-02
Ehrlich Financial Group
50,847$1.7M0.9%ETFHighLaguna Niguel, CA2026-10-20
Milestone Asset Management Group, LLC
50,690$1.6M0.8%ETFVery LowAvon, CT2026-10-20
WealthBridge Capital Management, LLC
50,567$1.6M0.3%ETFLowWesterville, OH2026-10-16
Capital Square, LLC
50,539$1.6M0.7%YieldMediumAthens, TN2026-10-19
Glass Jacobson Investment Advisors llc
50,435$1.6M0.5%ETFLowOwings Mills, MD2026-10-26
Independent Wealth Advisors LLC
49,997$1.6M1.3%ETFLowCary, NC2026-10-27
TD Waterhouse Canada Inc.
49,906$1.6M0.0%CoreLowToronto, Australia2026-10-16
Integrity Advisory Solutions, LLC
49,544$1.6M0.2%ETFMediumDallas, TX2026-10-29
Outfitters Financial LLC
48,955$1.6M1.2%GARPLowBrunswick, ME2026-10-23
Blvd Private Wealth, LLC
48,912$1.6M1.2%CoreMediumProspect, KY2026-10-14
Elmwood Wealth Management, Inc.
48,630$1.6M0.4%ETFLowBerkeley, CA2026-10-14
West Bancorporation Inc
48,386$1.6M0.6%ETFLowWest Des Moines, IA2026-10-29
Grantvest Financial Group LLC
48,195$1.6M0.9%ETFLowMatawan, NJ2026-10-21
Aspiriant, LLC
47,988$1.6M0.0%ETFVery LowLos Angeles, CA2026-10-16
FF Advisors,LLC
47,265$1.5M0.6%ETFLowManhattan Beach, CA2026-10-21
Landaas & Co
47,136$1.5M0.3%ETFVery LowMilwaukee, WI2026-10-29
Costello Asset Management, Inc
47,050$1.5M0.5%CoreLowFeasterville, PA2026-10-30
Silvia Mccoll Wealth Management, LLC
47,045$1.5M0.9%CoreVery LowSan Diego, CA2026-10-07
Missouri Trust & Investment Co
47,039$1.5M0.4%CoreVery LowSpringfield, MO2026-11-04
Modera Wealth Management, LLC
46,915$1.5M0.0%ETFVery LowWestwood, NJ2026-10-28
Lanark Financial, Inc.
46,863$1.5M0.1%CoreMediumBirmingham, AL2026-10-26
Wolfstich Capital, LLC
46,813$1.5M1.2%ETFMediumMedfield, MA2026-10-14
TruNorth Capital Management, LLC
46,802$1.5M0.2%ETFLowKalamazoo, MI2026-10-14
Eagle Harbor Asset Management Inc
46,739$1.5M1.1%GARPLowSeattle, WA2026-10-21
Ironwood Financial, llc
46,706$1.5M0.2%ETFLowTucson, AZ2026-10-20
McGlone Suttner Wealth Management, Inc.
46,516$1.5M0.2%ETFVery LowAppleton, WI2026-10-13
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
46,198$1.5M0.1%ETFMediumWestlake, OH2026-10-14
Gilpin Wealth Management, LLC
46,105$1.5M1.0%GrowthLowDenver, CO2026-10-09
Retirement Guys Formula LLC
46,011$1.5M0.6%CoreMediumMaumee, OH2026-10-26
Catalyst Investment Management LLC
45,956$1.5M1.3%ETFMediumWindham, NH2026-10-21
Carret Asset Management, LLC
45,814$1.5M0.1%CoreVery LowNew York, NY2026-11-04
Insight Advisors, LLC/ PA
45,397$1.5M0.3%ETFMediumNewtown, PA2026-10-22
SAX Wealth Advisors, LLC
45,132$1.5M0.0%ETFVery LowParsippany, NJ2026-10-13
Woodmont Investment Counsel LLC
44,515$1.4M0.1%GARPVery LowNashville, TN2026-10-29
Cornerstone Wealth Group, LLC
43,983$1.4M0.1%CoreMediumHuntersville, NC2026-11-02
Attessa Capital LLC
43,275$1.4M0.6%ETFVery LowTucson, AZ2026-10-09
Bernardo Wealth Planning LLC
42,994$1.4M0.1%ETFVery LowHarleysville, PA2026-10-23
Squire Investment Management Company, LLC
42,886$1.4M0.3%ETFVery LowOrem, UT2026-11-03
First National Bank Sioux Falls
42,728$1.4M0.4%ETFVery LowSioux Falls, SD2026-10-13
Boyce & Associates Wealth Consulting, Inc.
42,519$1.4M0.8%ETFMediumCedar Park, TX2026-10-14
Wespac Advisors, LLC
42,169$1.4M0.7%ETFHighOrinda, CA2026-10-26
Hidden Cove Wealth Management, LLC
41,711$1.4M0.7%GrowthHighBainbridge Island, WA2026-10-19
Farmers & Merchants Investments Inc
41,456$1.3M0.0%CoreVery LowLincoln, NE2026-10-22
VestGen Advisors, LLC
41,431$1.3M0.0%GrowthMediumChicago, IL2026-10-27
Worth Financial Advisory Group, LLC
41,356$1.3M0.6%GrowthVery LowCharlotte, NC2026-10-19
Partners Wealth Management, LLC
41,331$1.3M0.1%CoreLowCarmel By The Sea, CA2026-10-28
Solidarity Wealth, LLC
41,216$1.3M0.2%CoreMediumLehi, UT2026-10-15
Kanawha Capital Management LLC
41,081$1.3M0.1%CoreVery LowRichmond, VA2026-10-19
Princeton Global Asset Management LLC
41,040$1.3M0.2%GrowthLowPrinceton, NJ2026-10-21
Vermillion Wealth Management, Inc.
40,809$1.3M1.5%ValueLowRosemount, MN2026-10-26
Advisory Resource Group
40,594$1.3M0.2%GARPMediumTulsa, OK2026-10-26
Ellis Investment Partners, LLC
40,505$1.3M0.2%ETFLowBerwyn, PA2026-10-21
Carlton Hofferkamp & Jenks Wealth Management, LLC
40,258$1.4M0.4%ETFLowThe Woodlands, TX2026-10-21
One Day In July LLC
40,257$1.3M0.1%ETFVery LowBurlington, VT2026-10-30
Beacon Financial Advisory LLC
40,218$1.3M0.2%ETFLowCleveland, OH2026-10-16
Shearwater Capital LLC
39,910$1.3M0.6%ETFVery LowDenver, CO2026-10-13
Stone Wealth Partners
39,900$1.3M0.5%ETFLowJefferson, LA2026-11-05
LifeWealth Investments, LLC
39,604$1.3M0.4%ETFMediumWinter Garden, FL2026-10-21
Revisor Wealth Management LLC
39,593$1.3M0.3%CoreLowAkron, OH2026-10-20
Colorado Capital Management, Inc.
39,514$1.3K0.0%ETFVery LowBoulder, CO2026-10-15
Swmg, LLC
39,355$1.4M0.3%ETFMediumFort Worth, TX2026-10-23
SYM Financial Corp
39,322$1.3M0.1%ETFVery LowWinona Lake, IN2026-10-26
Burke & Herbert Bank & Trust Co
38,974$1.3M0.3%CoreVery LowAlexandria, VA2026-11-02
Vanguard Capital Wealth Advisors
38,880$1.3M0.9%GrowthMediumDenver, CO2026-10-16
Guardian Wealth Management, Inc.
38,557$1.3M0.6%GARPMediumPeoria, IL2026-10-30
Nabity-Jensen Investment Management Inc
38,476$1.3M0.8%ETFVery LowOmaha, NE2026-10-23
Insight Wealth Partners, LLC
37,788$1.2M0.2%ETFLowPlano, TX2026-10-26
Strategic Advisors LLC
37,757$1.2M0.3%GrowthLowNew York, NY2026-10-13
First Financial Group Corp
37,381$1.2M0.9%ETFLowRaleigh, NC2026-10-22
Pachira Investments Inc.
37,228$1.2M0.4%ETFLowDana Point, CA2026-10-14
CWA Asset Management Group, LLC
37,034$1.2M0.0%CoreMediumNaples, FL2026-10-19
Meredith Wealth Planning
36,956$1.2M0.3%ETFLowMaryville, IL2026-10-14
Compass Ion Advisors, LLC
36,878$1.2M0.1%ETFVery LowConshohocken, PA2026-10-23
Omni 360 Wealth, Inc.
36,761$1.2M0.5%ETFLowPlainsboro, NJ2026-10-13
Third View Private Wealth, LLC
36,711$1.2M0.1%GrowthLowWestport, CT2026-10-30
Strategy Asset Managers LLC
36,696$1.2M0.2%CoreLowPasadena, CA2026-10-14
Marino, Stram & Associates LLC
36,564$1.2M0.2%ETFVery LowBraintree, MA2026-10-22
Evolution Wealth Advisors, LLC
36,509$1.2M0.1%ETFLowAventura, FL2026-11-03
Arsenal Capital Advisors LLC
36,317$1.2M0.6%GrowthLowConshohocken, PA2026-11-02
Novem Group
36,210$1.2M0.1%ETFMediumRochester, NY2026-10-19
Fulcrum Equity Management
35,771$1.2M0.9%GrowthHighPlano, TX2026-10-21
Beaumont Financial Advisors, LLC
35,672$1.2M0.1%GrowthMediumNeedham, MA2026-10-22
Almanack Investment Partners, Llc.
35,579$1.2M0.1%ETFMediumNewtown Square, PA2026-11-03
Foster Victor Wealth Advisors, LLC
35,433$1.2M0.1%CoreMediumGreenville, SC2026-10-21
Focused Wealth Management, Inc
35,390$1.2M0.1%ETFLowNewburgh, NY2026-10-30
Meitav Investment House LTD
35,280$1.1M0.0%ETFMediumBene-Beraq, Luxembourg2026-10-28
Worth Asset Management, LLC
35,270$1.1M0.3%ETFHighDallas, TX2026-10-07
Advisor OS, LLC
35,267$1.1M0.1%ETFMediumChicago, IL2026-11-03
Code Waechter LLC
35,192$1.1M0.5%ETFLowTampa, FL2026-10-23
Embree Financial Group
35,191$1.1M0.1%ETFLowChicago, IL2026-10-22
Bank of New Hampshire
35,153$1.1M0.2%CoreLowLaconia, NH2026-10-06
Morling Financial Advisors, LLC
35,119$1.1M0.3%ETFLowFremont, CA2026-10-28
Narwhal Capital Management
34,988$1.1M0.1%CoreLowMarietta, GA2026-11-04
Clark Asset Management, LLC
34,815$1.1M0.1%ETFVery LowStratham, NH2026-10-19
Walkner Condon Financial Advisors LLC
34,815$1.1M0.1%ETFLowVerona, WI2026-11-02
True North Advisors, LLC
34,768$1.1M0.1%CoreMediumDallas, TX2026-10-22
Financial Planning Hawaii, Inc.
34,408$1.1M0.6%CoreVery LowHonolulu, HI2026-10-13
CFS Investment Advisory Services, LLC
34,327$1.1M0.1%ETFMediumTotowa, NJ2026-10-19
Wernau Asset Management Inc.
34,212$1.1M0.5%CoreVery LowGloucester, MA2026-10-19
Salem Investment Counselors Inc
34,167$1.1M0.0%GrowthVery LowWinston-Salem, NC2026-10-13
Aaron Wealth Advisors LLC
34,067$1.1M0.1%GrowthMediumChicago, IL2026-10-13
RMR Wealth Builders
34,044$1.1M0.1%ETFLowMontclair, NJ2026-10-22
Elevation Capital Advisory, LLC
33,797$1.1M0.4%ETFVery HighBend, OR2026-10-29
Signaturefd, LLC
33,712$1.1M0.0%IndexLowAtlanta, GA2026-10-23
NorthCrest Asset Manangement, LLC
33,705$1.1M0.0%GrowthLowPlymouth, MN2026-10-13
Grimes & Co Wealth Management, LLC
33,606$1.1M0.0%CoreLowWestborough, MA2026-10-29
Fusion Capital, LLC
33,469$1.1M0.2%GrowthLowMt. Pleasant, SC2026-10-28
Saxony Capital Management, LLC
33,366$1.1M0.5%ETFMediumSt. Louis, MO2026-10-15
Clear Point Advisors Inc.
33,338$1.1M0.7%ETFMediumMelville, NY2026-10-30
Lederer & Associates Investment Counsel
32,739$1.1K0.0%GrowthLowLong Beach, CA2026-10-23
First Community Trust NA
32,716$1.1M0.4%GrowthLowDubuque, IA2026-10-07
Brown Wealth Management, LLC
32,687$1.1M0.2%ETFMediumNaperville, IL2026-10-20
American Capital Advisory, LLC
32,441$1.1M0.4%ETFLowKetchum, ID2026-10-28
Yoder Wealth Management, Inc.
32,335$1.1M0.4%ETFLowWalnut Creek, CA2026-10-13
Nova Financial LLC
32,326$1.1M0.4%N/AN/ATucson, AZ2026-11-04
Van Cleef Asset Management,Inc
32,212$1.0M0.1%CoreVery LowBeachwood, OH2026-10-20
BridgePort Financial Solutions, LLC
32,111$1.0M0.2%ETFLowFairfield, IA2026-11-02
Soundwatch Capital LLC
32,021$1.0M0.1%ETFVery LowDallas, TX2026-11-04
Badgley Phelps Wealth Managers, LLC
31,889$1.0M0.0%GrowthVery LowSeattle, WA2026-10-22
Sterling Investment Management, LLC
31,704$1.0M0.6%CoreMediumTucson, AZ2026-10-16
Mather Group, Llc.
31,554$1.0M0.0%ETFMediumChicago, IL2026-10-14
Pinion Investment Advisors, LLC
31,507$1.0M0.2%ETFLowWichita, KS2026-11-04
PDS Planning, Inc
31,428$1.0M0.1%IndexVery LowDublin, OH2026-11-03
Sage Financial Group Inc
31,417$1.0M0.1%ETFVery LowW. Conshohocken, PA2026-10-27
Connecticut Wealth Management, LLC
31,368$1.0M0.0%ETFLowFarmington, CT2026-10-13
Paulson Wealth Management Inc.
31,358$1.0M0.2%ETFLowWest Palm Beach, FL2026-11-02
Financial Designs Corp
31,313$1.0M0.5%ETFVery LowClaremont, CA2026-10-09
Avalon Capital Management
31,050$1.0M0.2%GrowthMediumMenlo Park, CA2026-11-04
Essex Bank
31,002$1.0M0.2%CoreLowEssex, CT2026-10-16
Darrow Company, Inc.
30,708$1.0M0.4%ETFVery LowNeedham, MA2026-10-22
Keystone Wealth Services, LLC
30,589$1.0M0.2%ETFHighPalm Desert, CA2026-11-03
Dala Group, LLC
30,478$991.4K0.7%ETFMediumHoffman Estates, IL2026-10-29
Calamos Wealth Management LLC
30,478$991.4K0.0%GrowthMediumNaperville, IL2026-11-02
Baker Tilly Wealth Management, LLC
30,330$986.6K0.2%GrowthLowMadison, WI2026-10-05
SWS Partners
30,315$986.1K0.2%GrowthMediumColumbus, OH2026-10-26
AMI Investment Management Inc
30,175$981.6K0.2%ETFLowKendallville, IN2026-10-27
Successful Portfolios LLC
29,922$979.0K0.5%CoreVery LowClearwater, FL2026-10-09
Plante Moran Financial Advisors, LLC
29,724$966.9K0.0%ETFVery LowSouthfield, MI2026-11-04
Nicholas Hoffman & Company, Llc.
29,692$965.9K0.0%ETFVery LowAtlanta, GA2026-10-30
Accurate Wealth Management, LLC
29,675$990.3K0.1%CoreMediumWesley Chapel, FL2026-10-20
RHS Financial, LLC
29,602$963.0K0.3%ETFMediumSan Francisco, CA2026-10-13
J. Safra Sarasin Holding AG
29,579$962.2K0.0%CoreMediumBasel, Switzerland2026-10-26
Innova Wealth Partners
29,564$961.7K0.4%ETFHighNewtown, PA2026-10-21
Evolution Wealth Management Inc.
29,450$958.0K0.6%ETFMediumFort Myers, FL2026-10-28
Buska Wealth Management, LLC
29,210$950.2K0.3%ETFMediumWausau, WI2026-10-08
Creekside Partners
29,205$950.0K0.4%ETFVery LowPetaluma, CA2026-11-04
R2 Capital Strategies, LLC
29,053$945.1K0.4%ETFN/ALincoln, NE2026-10-15
Bailard, Inc.
29,029$944.3K0.0%GrowthMediumFoster City, CA2026-10-13
Gemmer Asset Management LLC
28,908$940.4K0.1%ETFLowWalnut Creek, CA2026-10-16
Cooper Financial Group
28,833$937.9K0.1%GrowthMediumIrvine, CA2026-10-07
Key FInancial Inc
28,783$936.3K0.2%ETFLowWest Chester, PA2026-11-02
Miramontes Capital, LLC
28,764$935.7K0.3%GrowthVery LowNewport, CA2026-10-19
Valicenti Advisory Services Inc
28,702$9340.0%GrowthLowElmira, NY2026-10-23
Fulton Bank, N.A.
28,694$933.4K0.0%CoreLowLancaster, PA2026-10-14
Legacy Capital Wealth Partners, LLC
28,679$932.9K0.2%CoreMediumLittle Rock, AR2026-10-21
Old Mission Investment Co LLC
28,530$928.1K0.2%ETFLowTraverse City, MI2026-10-22
Altus Wealth Group LLC
28,502$927.2K0.3%ETFLowColorado Springs, CO2026-10-20
Investment Management Trust, LLC
28,366$922.7K0.8%GrowthN/AFitchburg, MA2026-11-05
August Group Capital Ltd
28,304$920.7K0.9%GrowthMediumToronto, Australia2026-10-14
FSM Wealth Advisors, LLC
28,235$932.9K0.1%ETFLowCleveland, OH2026-10-27
Klingman & Associates, LLC
28,193$917.1K0.0%ETFVery LowNew York, NY2026-10-20
Forum Financial Management, LP
28,171$916.4K0.0%ETFLowLombard, IL2026-10-16
World Equity Group, Inc.
28,014$911.3K0.4%GrowthMediumSchaumburg, IL2026-10-14
Capital Management Associates, Inc
27,950$909.2K0.2%ETFLowMinneapolis, MN2026-10-20
Hutchens & Kramer Investment Management Group, LLC
27,890$907.3K0.3%ETFLowIndianapolis, IN2026-10-16
Evergreen Capital Management LLC
27,495$894.4K0.0%GARPMediumBellevue, WA2026-10-23
Rainey & Randall Wealth Advisors Inc.
27,487$894.2K0.1%ETFVery LowCelebration, FL2026-10-26
Wealth Enhancement Trust Services, Inc.
27,404$891.5K0.1%GrowthMediumSioux Falls, SD2026-10-07
Proathlete Wealth Management LLC
27,293$887.9K0.2%ETFVery LowBoca Raton, FL2026-10-15
CDM Financial Counseling Services, Inc.
27,195$884.7K0.7%ETFVery LowNorwich, CT2026-10-15
Key Capital Management, Inc
27,192$947.6K0.3%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Optima Capital LLC
27,179$884.1K0.3%ETFHighPortland, OR2026-10-29
Verum Partners LLC
27,136$882.7K0.1%ETFLowCharlotte, NC2026-10-21
MFA Wealth Advisors, LLC
27,099$881.5K0.1%ETFMediumPittsburgh, PA2026-10-07
CX Institutional
27,069$8810.0%CoreMediumAuburn, IN2026-10-02
Sawgrass Asset Management LLC
26,967$877.2K0.1%GrowthMediumPonte Vedra Beach, FL2026-11-03
M Holdings Securities, Inc.
26,770$9520.0%ETFHighPortland, OR2026-11-03
BNC Wealth Management, LLC
26,693$868.3K0.2%GrowthHighBeaverton, OR2026-10-19
Brown, Lisle Ings, Inc.
26,538$863.3K0.2%CoreVery LowProvidence, RI2026-10-16
Crusonia Wealth Advisors LLC
26,523$862.8K0.1%ETFVery LowDenver, CO2026-10-26
Firestone Capital Management
26,429$859.8K0.2%ETFVery LowSouth Miami, FL2026-11-03
S&A Financial Services, Inc.
26,348$857.1K0.5%ETFN/AOverland Park, KS2026-11-03
Balboa Wealth Partners
26,164$851.1K0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
Abound Wealth Management
26,099$849.0K0.2%ETFVery LowFranklin, TN2026-10-26
CMH Wealth Management LLC
26,085$848.5K0.1%GrowthLowPortsmouth, NH2026-10-22
Parsons Capital Management Inc
25,995$845.6K0.0%CoreLowProvidence, RI2026-10-28
KOM Wealth Management Group, LLC
25,981$845.2K0.4%ETFLowAppleton, WI2026-10-15
Regions Financial Corp
25,911$842.9K0.0%CoreLowBirmingham, AL2026-11-05
Grandview Asset Management LLC
25,859$841.2K0.2%Agg GrowthLowHarrisburg, PA2026-10-19
Gerald Baker Financial Group LLC
25,790$838.9K0.2%GARPLowArlington, TX2026-10-09
Ridgecrest Wealth Partners, LLC
25,767$838.2K0.4%GrowthLowMill Valley, CA2026-10-19
Wilkins Miller Wealth Management, LLC
25,394$826.1K0.5%ETFVery LowMobile, AL2026-10-13
Patrick M Sweeney & Associates, Inc
25,332$824.0K0.5%CoreVery LowLibertyville, IL2026-10-22
Ted Buchan & Co
25,194$819.6K0.3%ETFLowSan Diego, CA2026-10-23
Ashton Thomas Private Wealth, LLC
25,054$815.0K0.0%CoreMediumScottsdale, AZ2026-11-03
Fortitude Advisory Group L.L.C.
24,954$811.7K0.3%GrowthMediumGig Harbor, WA2026-10-15
Breakwater Capital Group
24,887$809.6K0.1%ETFLowParamus, NJ2026-10-09
MidAtlantic Capital Management, Inc.
24,884$809.5K0.5%ETFVery LowRichmond, VA2026-11-05
Golden State Wealth Management, LLC
24,768$805.7K0.1%ETFMediumSanta Ana, CA2026-11-02
Hardin Capital Partners, LLC
24,746$805.0K0.4%YieldVery LowGreenville, SC2026-10-09
Value Investment Professionals, LLC
24,743$804.9K0.7%ETFHighNew York, NY2026-10-13
Mezzasalma Advisors, LLC
24,675$802.7K0.2%GrowthLowTinton Falls, NJ2026-10-14
Chapin Davis, Inc.
24,584$799.7K0.2%GrowthHighBaltimore, MD2026-10-09
RCW Management, LLC
24,518$797.6K0.7%ETFVery LowJacksonville, FL2026-10-30
Pinnacle Bancorp, Inc.
24,468$795.9K0.2%CoreVery LowBeatrice, NE2026-10-21
SP Asset Management LLC
24,295$790.3K0.1%CoreVery LowCupertino, CA2026-11-05
Schmidt P J Investment Management Inc
24,253$789.0K0.1%GrowthVery LowCedarburg, WI2026-11-02
Builder Investment Group Inc
24,213$787.7K0.2%GrowthVery LowAtlanta, GA2026-10-22
Trust Co of Toledo NA
24,163$786.0K0.1%GrowthVery LowHolland, OH2026-10-16
Vann Equity Management LLC
24,094$783.8K0.5%GrowthMediumPlano, TX2026-10-08
Ullmann Wealth Partners Group, LLC
24,072$783.1K0.1%ETFLowJacksonville Beach, FL2026-11-02
Encompass More Asset Management
24,039$782.0K0.1%ETFHighDanville, CA2026-10-16
Stewardship Advisors, LLC
23,985$780.2K0.2%ETFMediumMount Joy, PA2026-10-20
Tenon Financial LLC
23,872$776.6K0.2%ETFVery LowMetuchen, NJ2026-10-14
Lyell Wealth Management, LP
23,831$775.2K0.0%GrowthLowMenlo Park, CA2026-10-30
Journey Retirement Planning & Investment Management LLC
23,769$773.2K0.6%CoreLowAmmon, ID2026-10-09
Triad Wealth Partners, LLC
23,639$769.0K0.0%ETFMediumLawrence, KS2026-10-26
NewCorp Financial Services, Inc.
23,615$768.2K0.6%ETFLowAlpharetta, GA2026-10-14
waypoint wealth counsel
23,485$764.0K0.4%CoreLowAtlanta, GA2026-10-22
Cypress Capital, LLC
23,363$760.0K0.2%ETFMediumFranklin, TN2026-10-20
Sensible Money, LLC
23,276$757.2K0.2%ETFVery LowScottsdale, AZ2026-10-20
Cross Staff Investments Inc
23,180$754.0K0.4%CoreVery LowPittsford, NY2026-10-22
Omega Financial Group, LLC
23,113$751.9K0.2%ETFVery LowSanta Barbara, CA2026-10-29
Leo Wealth, LLC
22,989$747.8K0.2%CoreLowHurst, TX2026-10-26
Level Wealth Management LLC
22,886$744.5K0.3%ETFVery LowGreensboro, NC2026-10-23
Aerodigm Wealth, LLC
22,765$740.5K0.3%ETFLowLake Oswego, OR2026-10-16
First Citizens Bank & Trust Co
22,736$739.6K0.0%CoreMediumRaleigh, NC2026-10-14
Innovative Wealth Building LLC
22,643$736.6K0.4%ETFVery LowCalifornia, MD2026-10-14
Lantern Wealth Advisors, LLC
22,636$736.3K0.3%GrowthLowMelville, NY2026-10-22
Beacon Investment Advisory Services, Inc.
22,547$733.5K0.0%GrowthLowMorristown, NJ2026-10-13
First Security Investment Management, Inc.
22,494$731.7K0.6%ETFVery LowLittle Rock, AR2026-11-05
Commonwealth Retirement Investments LLC
22,451$730.3K0.2%CoreMediumRichmond, VA2026-10-26
Rosenberg Matthew Hamilton
22,430$729.6K0.1%ETFVery LowGrand Junction, CO2026-10-05
Dale Q Rice Investment Management Ltd
22,316$725.9K0.4%ETFVery LowVancouver, WA2026-10-09
1900 Wealth Management LLC
21,981$715.1K0.0%ETFLowSan Antonio, TX2026-10-13
Fairway Wealth LLC
21,957$714.3K0.2%ETFLowIndependence, OH2026-10-30
Certuity, LLC
21,946$882.7K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Eddie Patel Inc
21,909$712.7K0.5%GARPVery HighChicago, IL2026-11-02
JBR Co Financial Management Inc
21,818$694.9K0.3%GrowthLowArdmore, OK2026-10-13
Members Wealth LLC
21,803$711.9K0.4%ETFLowMedia, PA2026-10-20
Key Client Fiduciary Advisors, LLC
21,756$707.7K0.2%ValueMediumFairfield, NJ2026-10-19
Axim Planning & Wealth
21,717$706.5K2.7%Deep ValueLowSpringboro, OH2026-10-28
JFS Wealth Advisors, LLC
21,587$702.2K0.0%ETFVery LowHermitage, PA2026-11-03
Telos Capital Management, Inc.
21,586$702.2K0.1%CoreLowSan Diego, CA2026-11-02
Greg Jennings, LLC
21,505$699.6K0.5%GrowthN/ADewitt, NY2026-10-19
Teamwork Financial Advisors, LLC
21,415$696.6K0.1%GrowthHighSan Antonio, TX2026-10-19
Councilor Wealth, LLC
21,295$692.7K0.3%ETFLowBethesda, MD2026-10-09
CGN Advisors LLC
21,294$692.7K0.1%ETFLowManhattan, KS2026-10-21
Fulcrum Capital LLC
21,000$683.1K0.1%GrowthLowSeattle, WA2026-10-15
Clayton Financial Group LLC
21,000$683.1K0.4%ETFLowSt. Louis, MO2026-10-13
Martin Capital Partners, LLC
20,934$681.0K0.2%YieldLowEugene, OR2026-10-07
Versant Capital Management, Inc
20,879$679.2K0.1%GARPLowPhoenix, AZ2026-10-02
Uptick Partners, LLC
20,725$674.2K0.1%ETFLowNacogdoches, TX2026-11-04
LifePlan Financial, LLC
20,708$686.5K0.5%CoreLowMankato, MN2026-10-13
Sharkey, Howes & Javer
20,652$671.8K0.1%ETFMediumDenver, CO2026-10-22
Clear Trail Advisors, LLC
20,622$670.8K0.1%CoreLowHouston, TX2026-10-20
Unify Financial Advisors
20,589$669.8K0.6%ETFMediumClearwater, FL2026-11-03
Gibbs Wealth Management
20,499$666.8K0.1%CoreLowAlpharetta, GA2026-10-22
Pinnacle Wealth Planning Services, Inc.
20,485$666.4K0.1%GARPLowMansfield, OH2026-10-27
Smart Wealth LLC
20,445$665.1K0.1%ETFHighOmaha, NE2026-11-04
Markowski Investments
20,374$662.8K0.1%ETFN/ATampa, FL2026-10-30
Patten & Patten Inc
20,275$659.5K0.0%CoreLowChattanooga, TN2026-10-26
Pacific Center for Financial Services
20,227$658.0K0.1%ETFMediumDanville, CA2026-10-15
Salomon & Ludwin, LLC
20,227$658.0K0.1%ETFVery LowRichmond, VA2026-10-29
Tempus Wealth Planning, LLC
20,100$653.8K0.1%ETFMediumIrvine, CA2026-10-14
Kelleher Financial Advisors
20,040$651.9K0.2%CoreMediumNew York, NY2026-10-30
Pflug Koory, LLC
20,029$651.6K0.3%CoreVery LowOmaha, NE2026-10-26
IFC & Insurance Marketing, Inc.
19,945$648.8K0.6%ETFHighAuburn, CA2026-10-16
Hofer & Associates. Inc
19,916$647.9K0.5%ETFHighThousand Oaks, CA2026-10-13
RED Crane Wealth Management, LLC
19,916$647.9K0.5%ETFLowSan Francisco, CA2026-10-14
Private Client Services, LLC
19,873$646.5K0.2%ETFMediumLouisville, KY2026-10-02
Avantra Family Wealth, Inc.
19,870$646.4K0.4%CoreMediumMechanicsburg, PA2026-10-20
GenWealth Group, Inc.
19,860$646.0K0.1%ETFMediumMaplewood, NJ2026-10-16
Obermeyer Wealth Partners
19,794$643.9K0.0%GrowthLowAspen, CO2026-10-21
Integrity Wealth Partners, LLC
19,792$643.8K0.5%ETFN/AWalnut Creek, CA2026-10-14
DB&C Advisors, LLC
19,428$632.0K0.7%GrowthVery LowHolland, MI2026-10-26
Veracity Capital LLC
19,409$631.4K0.2%GrowthLowAtlanta, GA2026-10-08
Diversified Portfolios, Inc.
19,255$626.4K0.0%ETFLowBloomfield Hills, MI2026-11-04
FC Advisory LLC
19,234$625.7K0.2%ETFVery LowWest Chester, PA2026-10-05
Herold Advisors, Inc.
19,210$624.9K0.1%CoreLowNew York, NY2026-10-19
Sigma Investment Counselors Inc
19,203$624.7K0.0%ETFLowNorthville, MI2026-10-27
Rossby Financial, LCC
19,151$623.0K0.1%ETFMediumMelbourne, FL2026-11-05
Cardinal Point Capital Management ULC
19,076$620.5K0.0%ValueLowToronto, Australia2026-10-21
Tranquility Partners, LLC
19,033$619.2K0.2%CoreLowBrentwood, TN2026-10-20
Eagle Rock Investment Company, LLC
19,016$618.6K0.1%CoreLowAtlanta, GA2026-10-21
Levin Capital Strategies, L.P.
19,016$618.6K0.0%ValueMediumNew York, NY2026-11-02
GW Henssler & Associates LTD
19,002$618.1K0.0%CoreMediumKennesaw, GA2026-10-26
First Financial Corp
18,917$615.4K0.2%CoreVery LowTerre Haute, IN2026-10-13
Basso Capital Management, L.P.
18,730$609.3K0.1%ETFMediumStamford, CT2026-10-30
Beacon Capital Management, LLC
18,726$609.2K0.1%ETFMediumFranklin, TN2026-10-23
Mirador Capital Partners LP
18,704$608.4K0.1%GrowthMediumPleasanton, CA2026-10-09
Archer Investment Corp
18,662$607.1K0.1%CoreMediumCarmel, IN2026-11-05
Appleton Partners Inc
18,625$6060.0%GrowthLowBoston, MA2026-10-30
Meriwether Wealth & Planning, LLC
18,581$604.4K0.3%ETFMediumMinden, LA2026-10-13
Howland Capital Management LLC
18,576$604.3K0.0%CoreLowBoston, MA2026-10-22
MLG Wealth Management DBA Pine Grove Financial Group
18,551$603.5K0.1%ETFMediumWoodbury, MN2026-10-13
Sherman Wealth Management LLC
18,433$599.6K0.4%ETFLowGaithersburg, MD2026-10-16
Pine Haven Investment Counsel, Inc
18,409$598.8K0.4%CoreVery LowFairhaven, MA2026-11-02
Verity & Verity, LLC
18,382$598.0K0.0%YieldLowBeaufort, SC2026-10-23
Sterling Investment Advisors, Ltd.
18,332$596.3K0.1%GrowthLowBerwyn, PA2026-10-27
Wealth Management Partners, LLC
18,307$595.5K0.1%Agg GrowthLowTucson, AZ2026-10-21
Citrine Capital LLC
18,303$595.4K0.2%ETFVery LowSan Francisco, CA2026-10-14
Resonant Capital Advisors, LLC
18,275$594.5K0.0%ETFLowMadison, WI2026-10-15
Accredited Investors Inc.
18,265$594.2K0.0%ETFLowEdina, MN2026-11-03
Heritage OAK Wealth Advisors LLC
17,938$583.5K0.2%ValueHighSanta Rosa Beach, FL2026-10-14
Quest 10 Wealth Builders, Inc.
17,883$581.7K0.4%ETFLowFuquay-Varina, VA2026-11-02
Fearless Solutions, LLC dba Best Invest
17,876$581.5K0.3%ETFLowSan Antonio, TX2026-10-14
Angeles Wealth Management, LLC
17,832$580.1K0.0%ETFLowSanta Monica, CA2026-10-26
Silver Lake Advisory, LLC
17,769$578.0K0.2%CoreLowCottonwood Heights, UT2026-10-22
SkyOak Wealth, LLC
17,764$577.9K0.1%ETFLowSouthfield, MI2026-10-28
Global Assets Advisory, LLC
17,697$578.8K0.1%GrowthHighOrlando, FL2026-10-28
Impact Capital Partners LLC
17,520$569.9K0.2%GrowthLowGreenwood Village, CO2026-10-22
Unique Wealth, LLC
17,487$568.9K0.1%ETFMediumTampa, FL2026-10-16
Armstrong Advisory Group, Inc
17,413$566.5K0.0%ETFHighNeedham, MA2026-10-09
Duncker Streett & Co Inc
17,410$566.4K0.1%GrowthLowSt. Louis, MO2026-10-27
Strata Wealth Advisors, LLC
17,319$563.4K0.1%ETFLowDallas, TX2026-10-16
Ring Mountain Capital, LLC
17,224$560.3K0.2%GrowthVery LowTiburon, CA2026-10-13
Wealthstar Advisors, LLC
17,122$557.0K0.2%ETFMediumPlano, TX2026-10-19
Vicus Capital
17,108$556.5K0.0%ETFMediumState College, PA2026-11-05
Foundation Wealth Management, LLC
16,925$550.6K0.3%ETFLowClayton, MO2026-10-22
Pegasus Asset Management, Inc.
16,823$547.3K0.2%GrowthLowMorristown, NJ2026-11-03
Daytona Street Capital LLC
16,802$549.3K0.4%Deep ValueMediumSaint Louis, MO2026-10-15
Planned Solutions, Inc.
16,757$545.1K0.1%ETFLowFolsom, CA2026-10-19
Fulcrum Wealth Advisors, LLC
16,691$543.0K0.4%GrowthMediumBellevue, WA2026-10-16
Optivise Advisory Services LLC
16,579$539.3K0.3%ETFMediumFranklin, TN2026-10-19
Cypress Capital Group
16,500$536.7K0.0%CoreLowPalm Beach, FL2026-11-03
Kachkovsky & Fisher, Inc.
16,495$536.6K0.5%ETFN/ASan Diego, CA2026-10-21
Mlp3, LLC
16,369$532.5K0.5%CoreVery LowLinwood, NJ2026-10-22
Allspring Global Investments Holdings, LLC
16,342$534.1K0.0%CoreMediumCharlotte, NC2026-11-04
Redwood Family Wealth LLC
16,331$531.3K0.5%GrowthLowPlano, TX2026-10-20
Lodestone Wealth Management LLC
16,280$529.6K0.2%CoreLowSpokane, WA2026-10-14
Sage Investment Counsel LLC
16,265$529.1K0.5%ValueMediumFranklin, TN2026-10-26
Pinnacle Wealth Management Group, Inc.
16,142$525.1K0.2%ETFMediumPlymouth, MI2026-10-15
Cornerstone Wealth, LLC
16,139$569.2K0.3%ETFMediumGreeneville, TN2026-10-28
Acorn Financial Advisory Services Inc
16,074$522.9K0.1%ETFMediumReston, VA2026-11-02
ARS Wealth Advisors Group, LLC
16,026$521.3K0.0%CoreLowSt. Petersburg, FL2026-10-16
Bauman Advisory Group, LLC
16,020$521.1K0.3%ETFMediumLas Vegas, NV2026-10-29
Blue Trust, Inc.
15,949$518.8K0.0%ETFLowBrentwood, TN2026-10-15
Lewis Asset Management, LLC
15,927$518.1K0.2%GrowthLowLafayette, CA2026-10-14
Kingsman Wealth Management, Inc.
15,867$516.2K0.2%MomentumMediumPensacola, FL2026-10-13
Kraft, Davis & Associates, LLC
15,814$542.2K0.1%ETFMediumSt. Louis, MO2026-10-21
Downshift Financial, LLC
15,804$514.1K0.2%ETFLowBoulder, CO2026-10-13
Sentinel Pension Advisors, LLC
15,793$513.7K0.1%ETFLowWakefield, MA2026-11-02
Wingate Wealth Advisors, Inc.
15,650$509.1K0.2%ETFVery LowLexington, MA2026-10-26
Crescent Grove Advisors, LLC
15,461$503.0K0.0%ETFLowLake Forest, IL2026-10-21
Gibraltar Capital Management, Inc.
15,390$500.6K0.1%CoreLowTulsa, OK2026-10-27
Patton Albertson Miller Group, LLC
15,368$499.9K0.1%CoreLowChattanooga, TN2026-10-26
Helium Advisors LLC
15,361$499.7K0.4%ETFLowVancouver, WA2026-10-23
Cornerstone Planning, LLC
15,317$485.7K0.1%CoreMediumCharlotte, NC2026-10-27
Flagstar Securities, Inc
15,255$496.2K0.2%ETFVery LowNew York, NY2026-10-15
Wealth Effects LLC
15,206$494.7K0.1%GrowthLowBoston, MA2026-10-23
KMG Fiduciary Partners, LLC
15,195$494.3K0.0%GrowthLowToledo, OH2026-10-14
Portside Wealth Group, LLC
15,115$491.7K0.1%CoreMediumProvo, UT2026-10-20
Commonwealth Financial Services, LLC
15,087$490.8K0.1%ETFMediumVienna, WV2026-10-20
Uptown Financial Advisors LLC
15,066$490.1K0.3%ETFVery LowDallas, TX2026-10-15
DKM Wealth Management, Inc.
15,060$489.9K0.3%YieldVery LowStockton, CA2026-10-09
Fiduciary Family Office, LLC
15,000$488.0K0.1%GrowthLowBoca Raton, FL2026-11-04
Maia Wealth LLC
14,901$484.7K0.1%ETFMediumDenver, CO2026-10-19
OFS Enterprise LLC
14,877$484.0K0.1%ETFVery LowKearney, NE2026-10-16
DDD Partners, LLC
14,863$483.5K0.0%CoreMediumBellevue, WA2026-11-02
Crestwood Advisors Group, LLC
14,795$481.3K0.0%GrowthLowBoston, MA2026-10-27
Stockman Wealth Management, Inc.
14,665$477.1K0.0%CoreLowBillings, MT2026-10-27
Investment Partners Asset Management, Inc.
14,475$470.9K0.3%CoreLowMetuchen, NJ2026-10-09
Greenspring Advisors, LLC
14,411$468.8K0.0%ETFVery LowTowson, MD2026-11-05
Northwest Wealth Management, LLC
14,343$466.6K0.1%ETFLowSpencer, IA2026-10-30
Old North State Wealth Management, LLC
14,179$461.3K0.2%ValueMediumWilmington, NC2026-10-22
Seelaus Asset Management LLC
14,162$460.7K0.3%GrowthMediumChatham, NJ2026-10-14
Leisure Capital Management
14,133$459.7K0.1%CoreLowCosta Mesa, CA2026-11-03
Wealth Architects, LLC
14,129$459.6K0.0%ETFVery LowMountain View, CA2026-11-03
Avion Wealth
14,079$4570.0%ETFLowThe Woodlands, TX2026-11-04
Harbor Investment Advisory, LLC
14,067$457.6K0.0%GrowthLowLutherville, MD2026-10-13
Frederick Financial Consultants, LLC
14,030$456.4K0.2%ETFVery LowFrederick, MD2026-10-29
Creative Financial Designs Inc
13,983$454.9K0.0%ETFMediumKokomo, IN2026-11-04
Ballast Rock Private Wealth LLC
13,960$454.1K0.2%ETFMediumCharleston, SC2026-10-26
Castle Rock Wealth Management, LLC
13,955$458.4K0.1%GrowthMediumWalnut Creek, CA2026-10-09
Nautilus Advisors LLC
13,928$453.1K0.3%GrowthLowLa Jolla, CA2026-10-07
Planning Strategies Inc.
13,865$451.0K0.3%ETFN/ALancaster, PA2026-10-02
Signature Equity Partners, LLC
13,827$449.8K0.2%GrowthMediumColumbus, OH2026-10-29
ZynergyRetirementPlanningLLC
13,779$448.2K0.2%ETFVery LowRed Bank, NJ2026-10-08
Hamilton Capital, LLC
13,702$445.7K0.0%ETFVery LowColumbus, OH2026-10-08
PW Nova Financial Services LLC
13,693$445.4K0.1%ETFLowNewtown, PA2026-10-15
Studio Investment Management LLC
13,588$442.0K0.1%ETFLowChicago, IL2026-10-22
AA Financial Advisors, LLC
13,510$439.5K0.1%ETFMediumColumbus, OH2026-10-19
Future Financial Wealth Managment LLC
13,475$438.3K0.3%ETFMediumCincinnati, OH2026-10-15
Acropolis Investment Management, LLC
13,463$438.0K0.0%ETFLowSt. Louis, MO2026-10-08
Thrive Capital Management, LLC
13,410$436.2K0.1%CoreMediumFort Washington, PA2026-10-28
Outlook Wealth Advisors, LLC
13,293$432.4K0.1%ETFMediumShenandoah, TX2026-10-28
TrustWell Financial Advisors, LLC
13,278$431.9K0.4%ETFMediumJacksonville, FL2026-10-15
Cyr Financial Inc.
13,252$431.1K0.2%ETFLowHennepin, IL2026-10-16
Arta Finance Wealth Management LLC
13,197$429.3K0.2%ETFLowMountain View, CA2026-10-28
RM Financial Services, LLC
13,190$429.1K0.3%ETFVery LowFalmouth, ME2026-11-03
Leading Edge Financial Planning LLC
13,098$426.1K0.1%ETFLowKnoxville, TN2026-10-23
First Horizon Corp
13,041$424.2K0.0%CoreLowMemphis, TN2026-10-26
NovaPoint Capital, LLC
13,035$424.0K0.1%CoreLowAtlanta, GA2026-10-22
Secure Asset Management, LLC
12,997$422.8K0.1%GrowthMediumTroy, MI2026-10-19
Ballast, Inc.
12,981$422.3K0.1%ETFLowLexington, KY2026-10-20
Tandem Investment Partners LLC
12,956$421.5K0.3%ETFLowBordentown, NJ2026-10-16
Old National Bancorp
12,942$421.0K0.0%CoreLowEvansville, IN2026-10-20
Elm3 Financial Group, LLC
12,821$417.1K0.3%GrowthMediumAlpharetta, GA2026-10-07
Harbor Asset Planning, Inc.
12,806$416.6K0.3%ETFVery LowBelmont, MA2026-10-23
Greenhouse Wealth Management, LLC
12,802$416.5K0.3%ETFVery LowWestport, CT2026-10-20
Vista Finance, LLC
12,801$416.4K0.2%ETFLowSt. Louis, MO2026-10-23
Prevail Innovative Wealth Advisors, LLC
12,800$417.9K0.1%CoreVery HighLeawood, KS2026-10-20
Amicus Financial Advisors, LLC
12,677$412.4K0.1%ETFLowLubbock, TX2026-11-03
Accelerate Investment Advisors LLC
12,658$411.8K0.2%ETFLowAliso Viejo, CA2026-11-02
Shakespeare Wealth Management, LLC
12,624$410.7K0.1%ETFMediumPewaukee, WI2026-10-28
Montag A & Associates Inc
12,567$408.8K0.0%CoreLowAtlanta, GA2026-10-29
WoodTrust Financial Corp
12,553$4080.0%CoreLowWisconsin Rapids, WI2026-10-09
Stone Summit Wealth LLC
12,526$407.5K0.1%ETFLowMiami, FL2026-10-14
Straight Path Wealth Management
12,506$406.8K0.1%ETFLowJenison, MI2026-10-23
Garton & Associates Financial Advisors LLC
12,422$404.1K1.0%CoreMediumLouisville, KY2026-10-30
RKL Wealth Management LLC
12,321$400.8K0.0%ETFVery LowLancaster, PA2026-10-16
Harmony Asset Management LLC
12,281$399.5K0.1%GrowthMediumScottsdale, AZ2026-10-20
Ridgeline Wealth Planning, LLC
12,209$397.2K0.2%ETFLowCenterville, OH2026-10-29
Smith Salley Wealth Management
12,177$396.1K0.0%GrowthLowGreensboro, NC2026-11-03
GGM Financial LLC
12,176$396.1K0.1%ETFMediumColumbus, OH2026-11-05
Aire Advisors, LLC
12,167$395.8K0.1%ETFVery LowBeverly Hills, CA2026-10-22
J2 Capital Management Inc
12,139$394.9K0.3%ETFHighTroy, MI2026-10-19
Schneider Downs Wealth Management Advisors, LP
12,116$394.1K0.0%ETFVery LowPittsburgh, PA2026-10-27
Santori & Peters, Inc.
12,112$394.0K0.1%GrowthVery LowCanonsburg, PA2026-10-26
Waterfront Wealth Inc.
12,086$418.9K0.1%ValueLowOverland Park, KS2026-11-03
Winter & Associates, Inc.
12,070$418.7K0.3%ETFMediumSt. Paul, MN2026-10-23
WealthPoint Financial, LLC
12,048$391.9K0.3%ETFMediumCramerton, NC2026-11-03
Demars Financial Group, LLC
12,008$390.6K0.1%ETFLowSpokane Valley, WA2026-10-22
Montz Harcus Wealth Management LLC
11,951$388.8K0.1%ETFVery LowNew Orleans, LA2026-10-09
Ferguson Wellman Capital Management, Inc
11,929$388.1K0.0%CoreLowPortland, OR2026-10-05
Godsey & Gibb, Inc
11,840$385.1K0.0%CoreLowRichmond, VA2026-10-14
Capital Investment Counsel, LLC
11,708$380.9K0.0%CoreLowDenver, CO2026-10-14
Sacks & Associates, LLC
11,677$379.9K0.3%ETFLowWarren, NJ2026-10-09
APS Management Group, Inc.
11,617$377.9K0.3%ETFMediumTorrance, CA2026-10-14
Wealth Alliance Advisory Group, LLC
11,571$376.4K0.1%CoreLowWichita, KS2026-10-14
Centerpoint Advisory Group
11,521$374.8K0.2%ETFLowOverland Park, KS2026-10-23
Sima Wealth Partners, LLC
11,424$371.6K0.3%ETFVery LowRichmond, VA2026-10-19
Financial Synergies Wealth Advisors, Inc.
11,368$369.8K0.0%ETFVery LowHouston, TX2026-10-16
Gamma Investing LLC
11,366$369.7K0.0%IndexVery LowFoster City, CA2026-10-08
Pacific Sage Partners, LLC
11,320$368.2K0.0%ETFLowEdmonds, WA2026-10-21
Lazari Capital Management, Inc.
11,288$367.2K0.1%GrowthLowBurbank, CA2026-10-20
Forvis Mazars Wealth Advisors, LLC
11,264$366.4K0.0%ETFVery LowSpringfield, MO2026-10-13
Symphony Financial, Ltd. Co.
11,249$367.9K0.0%GrowthLowHouston, TX2026-10-22
Heritage Wealth Management, Inc.
11,239$365.6K0.1%CoreLowCincinnati, OH2026-10-28
GEM Asset Management, LLC
11,222$365.0K0.1%ETFLowPlymouth, MI2026-10-13
Heirloom Wealth Management
11,181$363.7K0.0%GrowthMediumGreenwood Village, CO2026-10-14
JB Capital LLC
11,180$363.7K0.0%ETFMediumWethersfield, CT2026-10-19
Buck Wealth Strategies, LLC
11,097$361.0K0.0%ValueMediumDenver, CO2026-10-28
Global Trust Asset Management, LLC
11,030$358.8K0.1%GrowthMediumPalm Beach Gardens, FL2026-10-19
Roberts Wealth Advisors, LLC
10,995$357.7K0.1%GrowthLowPalo Alto, CA2026-10-14
Toth Financial Advisory Corp
10,985$357.3K0.0%CoreLowLeesburg, VA2026-10-08
15 Wealth Advisors LLC
10,974$357.0K0.1%ETFN/AMundelein, IL2026-10-14
Investmark Advisory Group LLC
10,973$357.0K0.1%ETFVery LowShelton, CT2026-10-27
GoalVest Advisory LLC
10,936$355.7K0.1%ETFMediumNew York, NY2026-10-02
Blake Schutter Theil Wealth Advisors, LLC
10,927$355.5K0.2%ETFLowDayton, OH2026-11-02
Cherry Tree Wealth Management, LLC
10,923$355.3K0.1%ETFVery LowMinnetonka, MN2026-10-15
apricus wealth, LLC
10,831$352.3K0.2%YieldMediumBeaufort, SC2026-10-26
Heck Capital Advisors, LLC
10,783$350.8K0.0%ETFMediumRhinelander, WI2026-10-14
PTM Wealth Management, LLC
10,743$352.9K0.1%ETFLowNorth Wales, PA2026-10-23
Leeward Financial Partners, LLC
10,741$349.4K0.1%GrowthMediumBellevue, WA2026-10-23
Argonautica Private Wealth Management, Inc
10,683$347.5K0.1%GrowthLowWellesley, MA2026-11-02
Kestra Investment Management, LLC
10,645$346.3K0.0%ETFMediumAustin, TX2026-11-04
Carmel Capital Partners, LLC
10,637$346.0K0.1%ValueMediumSan Diego, CA2026-11-03
IMG Wealth Management, Inc.
10,623$345.6K0.2%ETFMediumJacksonville, FL2026-10-27
Tiller Private Wealth, Inc.
10,574$344.0K0.1%ETFVery LowBethlehem, PA2026-10-26
Wolff Wiese Magana LLC
10,486$341.1K0.2%GrowthLowCarslbad, CA2026-10-15
RTD Financial Advisors, Inc.
10,237$333.0K0.0%ETFLowPhiladelphia, PA2026-10-09
Ejmk Ventures LLC
10,187$331.4K0.1%GrowthMediumItasca, IL2026-10-21
Portland Financial Advisors Inc
10,148$330.1K0.6%ETFVery LowPort Washington, NY2026-10-26
CMG Global Holdings, LLC
10,144$330.0K0.1%MomentumLowPlano, TX2026-10-14
Burford Brothers, Inc.
10,131$329.6K0.1%CoreLowDallas, TX2026-10-21
HCR Wealth Advisors
10,114$329.0K0.0%GrowthLowLos Angeles, CA2026-10-15
Destiny Wealth Partners, LLC
10,078$361.8K0.0%ETFMediumTavares, FL2026-11-05
Spectrum Advisors, Inc.
10,065$327.4K0.2%N/AN/APlano, TX2026-11-03
Welch Group, LLC
10,058$327.2K0.0%CoreVery LowBirmingham, AL2026-10-29
Chung Wu Investment Group, LLC
10,000$325.3K0.2%GrowthMediumSugar Land, TX2026-11-03
Boomfish Wealth Group, LLC
9,943$323.4K0.1%GrowthMediumAlpharetta, GA2026-10-22
TKG Advisors, LLC
9,821$319.5K0.1%MomentumMediumValparaiso, IN2026-11-02
R. W. Roge & Company, Inc.
9,785$3180.0%ETFVery LowBohemia, NY2026-11-04
Western Reserve Capital Management, LLC
9,696$315.4K0.2%ETFLowHudson, OH2026-10-14
Main Street Group, LTD
9,670$314.6K0.1%ETFMediumGlen Allen, VA2026-10-28
Johnson Bixby & Associates, LLC
9,642$313.7K0.0%ETFMediumVancouver, WA2026-10-14
Syntax Research, Inc.
9,477$308.3K0.2%ETFMediumBoca Raton, FL2026-11-04
Glenview Trust Co
9,429$306.7K0.0%GrowthVery LowLouisville, KY2026-10-28
1620 Investment Advisors, Inc.
9,427$306.7K0.2%ValueLowPlymouth, MA2026-11-04
MBL Wealth, LLC
9,422$306.5K0.0%ETFLowCharlotte, NC2026-10-22
Woodward Diversified Capital, LLC
9,415$306.3K0.1%CoreLowBakersfield, CA2026-10-21
Tenret Co LLC
9,398$305.7K0.1%ETFVery LowTampa, FL2026-11-02
CPR Investments Inc.
9,397$305.7K0.2%ETFHighRochester, MI2026-10-26
Oakworth Capital, Inc.
9,326$303.4K0.0%ETFLowBirmingham, AL2026-10-26
MeadowBrook Investment Advisors LLC
9,272$328.2K0.3%CoreLowLivonia, MI2026-10-29
Mindset Wealth Management, LLC
9,269$301.5K0.1%Agg GrowthVery LowIndianapolis, IN2026-10-19
Quantum Financial Partners LLC
9,192$299.0K0.2%ETFN/AOverland Park, KS2026-10-19
Mallini Complete Financial Planning LLC
9,186$298.8K0.2%ETFMediumGainesville, FL2026-10-06
Tcfg Investment Advisors, LLC
9,130$297.0K0.1%GrowthMediumLaguna Niguel, CA2026-10-20
Capital Planning LLC
9,124$296.8K0.1%ETFLowBellevue, WA2026-10-09
Piscataqua Savings Bank
9,118$296.5K0.2%CoreVery LowPortsmouth, NH2026-10-21
TCI Wealth Advisors, Inc.
9,091$295.7K0.0%ETFLowTucson, AZ2026-10-30
Analyst IMS Investment Management Services Ltd.
9,090$2960.0%ETFLowTel-Aviv, Luxembourg2026-11-05
Argus Investors' Counsel, Inc.
9,077$295.3K0.2%MomentumMediumNew York, NY2026-10-09
Wespac Advisors SoCal, LLC
9,075$295.2K0.1%GrowthMediumPasadena, CA2026-10-13
Bulwark Capital Corp
9,045$294.2K0.2%ETFMediumFernandina Beach, FL2026-10-13
Synergy Asset Management, LLC
9,028$293.7K0.0%GrowthHighVancouver, WA2026-11-05
Burney Co/
8,946$291.0K0.0%GARPMediumReston, VA2026-10-15
Kingdom Financial Group Llc.
8,944$291.0K0.1%ETFMediumPeoria, AZ2026-11-04
Kwmg, LLC
8,943$290.9K0.0%ETFVery LowOverland Park, KS2026-10-07
Accel Wealth Management
8,940$290.8K0.1%ETFLowWaverly, IA2026-10-13
Firethorn Wealth Partners, LLC
8,910$289.8K0.1%ETFLowAugusta, GA2026-10-14
Poehling Capital Management, Inc.
8,906$289.7K0.1%ValueLowMadison, WI2026-10-20
Black Diamond Financial, LLC
8,892$289.3K0.0%ETFVery LowTowson, MD2026-10-26
Bright Futures Wealth Management, Llc.
8,833$287.3K0.2%CoreHighWebster, Ny 14580, NY2026-10-23
Gallagher Capital Advisors, LLC
8,802$286.3K0.2%GrowthHighArgyle, TX2026-10-09
Quadrant Private Wealth Management, LLC
8,801$286.3K0.0%GrowthLowCenter Valley, PA2026-11-04
Bdfs Capital LLC
8,751$284.7K0.1%ETFLowRehoboth Beach, DE2026-10-14
Fiduciary Financial Group, LLC
8,738$284.2K0.0%ETFLowSan Rafael, CA2026-10-13
Clientfirst Wealth Management, LLC
8,700$283.0K0.2%Deep ValueVery LowLittle Rock, AR2026-11-04
West Paces Advisors Inc.
8,690$282.7K0.0%ETFLowAtlanta, GA2026-10-13
Wagner Wealth Management, LLC
8,678$282.3K0.0%ETFLowGreenville, SC2026-10-21
Solstein Capital, LLC
8,660$281.7K0.1%CoreLowMenlo Park, CA2026-11-02
Fulton Breakefield Broenniman LLC
8,602$279.8K0.0%GrowthLowBethesda, MD2026-11-03
L. Roy Papp & Associates, LLP
8,595$279.6K0.0%CoreVery LowPhoenix, AZ2026-10-21
Harfst & Associates, Inc.
8,552$278.2K0.0%GARPLowSheridan, WY2026-10-20
Argos Wealth Advisors, LLC
8,535$277.6K0.1%GrowthLowSacramento, CA2026-11-02
TBH Global Asset Management, LLC
8,514$277.0K0.0%CoreHighBrentwood, TN2026-11-03
Birch Hill Investment Advisors LLC
8,500$276.5K0.0%CoreVery LowBoston, MA2026-10-16
Manchester Financial Inc
8,498$276.4K0.0%ETFMediumWestlake Village, CA2026-10-15
Trust Point Inc.
8,494$276.3K0.0%CoreMediumLa Crosse, WI2026-10-27
Churchill Financial Advisors, LLC
8,457$275.1K0.1%CoreLowLouisville, KY2026-10-20
Jamison Private Wealth Management, Inc.
8,413$273.7K0.0%GrowthVery LowMilton, GA2026-10-14
Geneva Partners, LLC
8,404$273.4K0.1%MomentumHighLake Geneva, WI2026-10-26
Alternative Investment Advisors, Llc.
8,387$272.9K0.1%ETFMediumMaitland, FL2026-11-03
Cynosure Group, LLC
8,355$271.8K0.0%ETFMediumSalt Lake City, UT2026-11-03
Syntegra Private Wealth Group, LLC
8,317$270.6K0.0%ETFLowChesterfield, MO2026-10-13
Well Done, LLC
8,259$268.7K0.0%ETFLowHolland, MI2026-10-20
Finer Wealth Management, Inc.
8,222$267.5K0.1%GrowthLowSalem, MA2026-10-16
XXI Wealth, LLC
8,201$266.8K0.1%GrowthLowChicago, IL2026-10-22
Fortune Financial Group, Inc.
8,192$266.5K0.2%ETFHighNaples, FL2026-10-22
Ballast Financial Advisors LLC
8,188$266.4K0.3%ETFVery LowWest Chester, PA2026-10-26
Nilsine Partners, LLC
8,173$265.9K0.0%CoreMediumGreenwood Village, CO2026-11-02
Virtue Capital Management, LLC
8,171$265.8K0.0%GrowthHighBrentwood, TN2026-10-29
Cahaba Wealth Management, Inc.
8,165$265.6K0.0%ETFVery LowAtlanta, GA2026-10-26
HMV Wealth Advisors, LLC
8,077$262.7K0.1%ETFVery LowShreveport, LA2026-10-27
Blue Sky Capital Consultants Group, Inc.
8,062$262.3K0.1%GrowthMediumPoway, CA2026-10-13
Stonebridge Financial Group, LLC
8,055$262.0K0.0%ETFMediumWormleysburg, PA2026-10-01
Seven Hills Financial, LLC
8,031$261.3K0.2%ETFN/ATallahassee, FL2026-10-13
Midwest Capital Advisors, LLC
8,014$260.7K0.1%ETFHighGrand Rapids, MI2026-11-04
Vaquero Private Wealth, LTD
8,004$260.4K0.1%ETFN/ADallas, TX2026-10-27
New Hampshire Trust
7,898$256.9K0.0%CoreLowConcord, NH2026-10-20
Castleview Partners, LLC
7,846$255.2K0.1%CoreMediumDallas, TX2026-10-09
Peak Financial Management, Inc.
7,802$253.8K0.1%ETFVery LowWellesley, MA2026-10-16
Sightline Wealth Advisors, LLC
7,756$252.3K0.1%ETFLowGroton, CT2026-10-21
Heritage Investors Management Corp
7,713$2510.0%CoreVery LowBethesda, MD2026-10-29
Guerra PAN Advisors, LLC
7,707$263.9K0.1%GrowthVery LowMontclair, NJ2026-10-26
Maple Capital Management, Inc.
7,695$250.3K0.0%GrowthLowMontpelier, VT2026-11-02
Ascent Group, LLC
7,678$249.8K0.0%CoreLowVirginia Beach, VA2026-10-30
Prospera Capital Management, LLC
7,664$249.3K0.1%ETFVery LowGilbert, AZ2026-10-19
Private Wealth Group, LLC
7,659$249.1K0.1%ETFLowTampa, FL2026-10-19
Diligent Investors, LLC
7,642$248.6K0.1%CoreLowRedlands, CA2026-10-21
Boyum Wealth Architects LLC
7,631$249.7K0.1%ETFLowBloomington, MN2026-10-06
National Wealth Management Group, LLC
7,572$246.3K0.1%ETFMediumCincinnati, OH2026-10-26
Flavin Financial Services, Inc.
7,526$244.8K0.1%CoreVery LowMelbourne, FL2026-10-21
Tsfg, LLC
7,515$2440.0%ETFLowLake Forest, IL2026-10-23
Foresight Capital Management Advisors, Inc.
7,510$244.3K0.1%CoreMediumSaline, MI2026-10-27
Norden Group LLC
7,507$244.2K0.0%GrowthMediumProvo, UT2026-10-20
PUREfi Wealth, LLC
7,500$244.0K0.1%GrowthMediumBoston, MA2026-10-19
Approach Retirement Advisors, LLC
7,500$244.0K0.2%ETFLowVestavia, AL2026-10-22
Merited Wealth, LLC
7,490$243.6K0.2%ETFMediumNorth Bay Village, FL2026-10-13
Veratis Advisors, Inc.
7,466$242.9K0.2%ETFN/ACary, NC2026-11-03
Vima LLC
7,445$242.2K0.2%CoreLowTroy, MI2026-10-23
Williams Jones Wealth Management, Llc.
7,426$241.6K0.0%GrowthLowNew York, NY2026-11-05
Mccarter Private Wealth Services LLC
7,386$240.3K0.1%CoreLowBoston, MA2026-10-22
FCG Investment Co
7,357$239.3K0.1%GrowthHighGermantown, TN2026-10-13
MKD Wealth Coaches, LLC
7,261$236.2K0.2%ETFVery LowTroy, MI2026-10-09
Ethic Inc.
7,247$235.7K0.0%CoreLowNew York, NY2026-11-03
Williams & Novak Wealth Management, LLC
7,225$235.0K0.1%ETFMediumWestlake Village, CA2026-10-09
Robinson Smith Wealth Advisors LLC
7,191$233.9K0.1%ETFLowSouth Portland, ME2026-10-22
Westside Investment Management, Inc.
7,175$234.4K0.0%GrowthLowSanta Monica, CA2026-11-02
Bull Oak Capital, LLC
7,173$233.3K0.1%ETFVery LowRancho Santa Fe, CA2026-10-23
BAR Harbor Wealth Management
7,161$232.9K0.0%CoreLowConcord, NH2026-10-21
Birch Financial Group, LLC
7,152$232.7K0.1%CoreLowKeene, NH2026-10-27
Triangle Securities Wealth Management
7,148$232.5K0.0%CoreLowRaleigh, NC2026-10-14
MFG Investments, LLC
7,146$232.5K0.3%ETFN/AMedford, NJ2026-10-30
Gibson Capital, LLC
7,143$232.4K0.0%ETFVery LowWexford, PA2026-10-23
Insight Wealth Strategies, LLC
7,118$231.5K0.0%ETFHighSan Ramon, CA2026-10-09
Peoples Bank
7,101$231.0K0.1%ETFLowMarietta, OH2026-10-26
Harbor Group, Inc.
7,090$230.6K0.0%ETFVery LowBedford, NH2026-10-14
Riverbend Wealth Management, LLC
7,012$228.1K0.1%GrowthLowMyrtle Beach, SC2026-10-15
Elevated Financial Group LLC
6,987$227.3K0.1%ETFMediumIndianapolis, IN2026-10-16
Chatham Capital Group, Inc.
6,975$226.9K0.0%CoreLowSavannah, GA2026-10-16
Westhampton Capital, LLC
6,960$226.4K0.1%CoreVery LowWinston-Salem, NC2026-10-30
Carter Financial Group, Inc.
6,955$226.3K0.1%GrowthLowBarrington, IL2026-10-21
Base Wealth Management LLC
6,939$225.7K0.1%ETFMediumLakewood Ranch, FL2026-10-21
Canopy Partners, LLC
6,921$225.2K0.1%GrowthLowCincinnati, OH2026-10-28
TTP Investments, Inc.
6,912$224.8K0.1%Agg GrowthVery HighSan Jose, CA2026-10-30
TrustBank
6,900$224.5K0.1%ETFVery LowOlney, IL2026-10-20
Buckhead Capital Management LLC
6,900$224.5K0.1%CoreLowAtlanta, GA2026-11-03
Ferguson Shapiro LLC
6,895$224.3K0.1%ETFHighDecatur, GA2026-10-16
Confluence Wealth Services, Inc.
6,887$224.0K0.0%ETFVery LowMcmurray, PA2026-11-05
Summit Global Investments
6,875$2240.0%CoreMediumBountiful, UT2026-10-28
Fairfield Financial Advisors, LTD
6,871$223.5K0.1%GrowthLowWellesley, MA2026-10-14
PMG Family Office LLC
6,801$221.2K0.2%YieldVery LowPlano, TX2026-10-19
Norris Perne & French LLP
6,794$221.0K0.0%GrowthLowGrand Rapids, MI2026-10-23
Rockwood Wealth Management, LLC
6,770$220.2K0.0%ETFVery LowNew Hope, PA2026-10-27
Vontobel Holding Ltd.
6,750$219.6K0.0%CoreMediumZurich, Switzerland2026-10-16
Arkfeld Wealth Strategies, L.L.C.
6,744$220.2K0.1%ValueLowOmaha, NE2026-10-19
Cooper S Advisors, LLC
6,723$218.7K0.1%ETFLowVictor, NY2026-11-03
Briggs Wealth Management, Inc
6,708$218.2K0.2%ETFLowGlastonbury, CT2026-10-26
Northeast Investment Management
6,696$217.8K0.0%GrowthVery LowBoston, MA2026-10-30
Mainstream Capital Management LLC
6,649$216.3K0.1%GrowthLowLos Angeles, CA2026-10-23
Quartz Partners, LLC
6,640$216.0K0.1%GARPMediumSaratoga Springs, NY2026-11-03
Alpine Bank Wealth Management
6,636$215.9K0.0%ETFHighGrand Junction, CO2026-10-16
Rydar Equities, Inc.
6,620$216.2K0.1%CoreVery LowWeatherford, TX2026-10-13
Matrix Asset Advisors Inc
6,579$214.0K0.0%ValueLowWhite Plains, NY2026-10-13
Beese Fulmer Investment Management, Inc.
6,554$213.2K0.0%CoreLowCanton, OH2026-10-23
Clear Harbor Asset Management, LLC
6,493$211.2K0.0%CoreLowStamford, CT2026-11-05
Tactive Advisors, LLC
6,466$210.3K0.1%ETFHighJacksonville, FL2026-10-08
Armbruster Capital Management, Inc.
6,458$210.1K0.0%ETFVery LowPittsford, NY2026-10-19
Provenance Wealth Advisors, LLC
6,432$209.2K0.0%ETFLowFort Lauderdale, FL2026-10-30
FWG Investments, Llc.
6,429$209.1K0.1%ETFMediumLexington, KY2026-11-03
Weinberger Asset Management, Inc
6,400$208.2K0.1%ETFVery LowLos Angeles, CA2026-10-28
Salvus Wealth Management, LLC
6,387$207.8K0.1%CoreMediumRed Bank, NJ2026-10-13
JIM Saulnier & Associates, LLC
6,340$206.2K0.1%ETFLowFort Collins, CO2026-11-04
ZWJ Investment Counsel Inc
6,318$205.5K0.0%CoreLowAtlanta, GA2026-10-15
Gryphon Financial Partners LLC
6,302$205.0K0.0%IndexLowColumbus, OH2026-11-04
Tounjian Advisory Partners, LLC
6,266$203.8K0.1%GrowthHighFort Myers, FL2026-11-04
Farrow Financial, Inc.
6,239$203.0K0.1%ETFLowSouth Burlington, VT2026-10-30
United Community Bank
6,189$201.3K0.1%CoreLowGreenville, SC2026-10-28
FSA Investment Group, LLC
6,178$201.0K0.1%ETFLowPensacola, FL2026-10-07
DecisionPoint Financial, LLC
6,072$198.3K0.0%ETFVery LowMesa, AZ2026-10-27
Maryland Capital Advisors Inc.
6,061$197.2K0.1%ETFVery LowChester, MD2026-10-15
American National Bank & Trust
6,000$195.2K0.0%CoreVery LowWichita Falls, TX2026-10-07
Ameliora Wealth Management Ltd.
5,785$188.2K0.1%ETFLowZurich, Switzerland2026-10-23
Bullock Wealth Management Group
5,684$185.6K0.1%GrowthLowBloomington, IN2026-10-09
West Financial Advisors, LLC
5,651$183.8K0.0%ETFLowDes Moines, IA2026-10-22
John Boyer, Inc.
5,497$178.8K0.1%ETFMediumTampa, FL2026-10-27
Stone House Investment Management, LLC
5,354$174.2K0.0%ETFMediumTunkhannock, PA2026-10-23
Accordant Advisory Group Inc
5,348$174.0K0.1%ValueMediumAnnapolis, MD2026-10-29
Cdkv Holdings LLC
5,100$165.9K0.1%ETFMediumDenver, CO2026-10-28
Nfsg Corp
5,094$165.7K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Morton Brown Family Wealth, LLC
4,972$161.7K0.0%ETFVery LowAllentown, PA2026-10-23
Entrust Financial LLC
4,846$157.7K0.1%ETFLowWayne, PA2026-11-04
Yankcom Partnership
4,845$157.6K0.1%CoreVery LowYankton, SD2026-10-15
Indiana Trust & Investment Management Co
4,386$142.7K0.0%GrowthLowMishawaka, IN2026-10-22
McCarley & Cook Financial Planners
4,343$141.3K0.1%ETFLowCincinnati, OH2026-10-21
Mcdonald Partners LLC
4,300$139.9K0.0%CoreLowCleveland, OH2026-11-03
Arlington Trust Co LLC
3,890$126.5K0.0%ETFMediumBirmingham, AL2026-10-20
Grey Ledge Advisors, LLC
3,765$122.5K0.0%CoreLowGuilford, CT2026-11-02
William Mack & Associates, Inc.
3,697$120.3K0.0%ETFLowTroy, MI2026-10-27
Turtle Creek Wealth Advisors, LLC
3,695$120.2K0.0%GrowthLowDallas, TX2026-10-15
Navigoe, LLC
3,663$1190.0%ETFVery LowRedondo Beach, CA2026-11-04
Investment Research & Advisory Group, Inc.
3,562$115.9K0.0%GrowthVery LowAtlanta, GA2026-10-19
SJS Investment Consulting Inc.
3,390$110.3K0.0%ETFVery LowSylvania, OH2026-10-26
Union Savings Bank
3,337$108.5K0.0%CoreLowLitchfield, CT2026-10-14
Byrne Asset Management LLC
3,313$108.2K0.1%CoreLowKingston, NJ2026-10-06
Lloyd Advisory Services, Llc.
3,240$105.4K0.0%ETFVery HighSuwanee, GA2026-11-02
Cornerstone National Bank & Trust Co
3,184$104.0K0.0%ETFMediumPalatine, IL2026-10-20
Weaver Capital Management LLC
3,079$100.2K0.0%GrowthMediumSuwanee, GA2026-10-15
Essential Investment Partners LLC
3,075$100.0K0.1%GrowthLowEnglewood, CO2026-10-27
Mogy Joel R Investment Counsel Inc
3,000$97.6K0.0%GrowthVery LowBeverly Hills, CA2026-10-13
Signature Resources Capital Management, LLC
2,711$88.2K0.0%ETFLowNewport Beach, CA2026-10-16
Center for Financial Planning, Inc.
2,598$84.5K0.0%ETFLowSouthfied, MI2026-10-26
James T. Borello RIA
2,522$82.0K0.0%ETFVery LowEast Dundee, IL2026-10-16
Barrett & Company, Inc.
2,500$81.3K0.0%ETFLowProvidence, RI2026-10-22
Nemes Rush Group LLC
2,481$80.7K0.0%CoreVery LowNovi, MI2026-11-04
Triumph Capital Management
2,389$77.7K0.0%ETFMediumDenver, CO2026-10-14
First Bancorp, Inc
2,375$77.3K0.0%ValueVery LowDamariscotta, ME2026-10-26
True Wealth Design, LLC
2,365$76.9K0.0%ETFMediumAkron, OH2026-10-13
GK Wealth Management LLC
2,279$74.1K0.0%GARPVery HighReno, NV2026-10-09
Evermay Wealth Management LLC
2,250$73.2K0.0%ETFLowArlington, VA2026-11-05
Halbert Hargrove Global Advisors, LLC
2,217$72.1K0.0%ETFLowLong Beach, CA2026-10-16
Covestor Ltd
2,103$680.0%ValueHighLondon, United Kingdom2026-10-30
Wealth Analytics Partners, LLC
2,040$66.4K0.0%ETFVery LowSan Diego, CA2026-10-19
SBK Financial, Inc.
2,000$65.1K0.0%N/AN/ARichmond, VA2026-11-02
Phillips Financial Management, LLC
1,950$63.4K0.0%ETFVery LowFort Wayne, IN2026-10-19
Roxbury Financial LLC
1,866$60.7K0.0%CoreVery LowMount Arlington, NJ2026-10-01
Smallwood Wealth Investment Management, LLC
1,829$59.5K0.0%ETFVery LowRed Bank, NJ2026-10-30
Catherine Avery Investment Management LLC
1,806$58.7K0.1%CoreMediumLongboat Key, FL2026-10-14
Highline Wealth Partners LLC
1,754$57.1K0.0%ETFMediumSherman Oaks, CA2026-10-19
Kennebec Savings Bank
1,678$54.6K0.0%CoreLowAugusta, ME2026-10-22
UMB Private Wealth Management, LLC
1,555$50.6K0.0%GrowthN/AKansas City, MO2026-10-19
Maseco LLP
1,527$49.7K0.0%ETFVery LowLondon, United Kingdom2026-10-27
Hughes Financial Services, LLC
1,505$53.6K0.0%ETFLowHerndon, VA2026-10-30
Private Wealth Management Group, LLC
1,428$46.5K0.0%ETFLowPrinceton, NJ2026-10-19
MTM Investment Management, LLC
1,422$46.3K0.0%CoreVery LowSpartanburg, SC2026-10-30
Thompson Investment Management, Inc.
1,353$44.0K0.0%ValueMediumMadison, WI2026-10-14
Fairman Group, LLC
1,311$42.7K0.0%ETFLowChesterbrook, PA2026-10-26
Sage Mountain Advisors LLC
1,221$39.7K0.0%ETFLowAtlanta, GA2026-11-02
Transce3nd, LLC
1,191$41.3K0.0%GrowthLowBuda, TX2026-10-26
MB, Levis & Associates, LLC
1,161$37.8K0.0%ETFVery LowCenter Valley, PA2026-10-16
Hanson & Doremus Investment Management
1,161$380.0%CoreVery LowBurlington, VT2026-10-16
Blueline Advisors LLC
1,152$37.5K0.0%ETFLowExeter, NH2026-10-15
Mountain Hill Investment Partners Corp.
1,061$34.5K0.0%GrowthHighAtlantic Highlands, NJ2026-10-23
Dynamic Wealth Strategies, LLC
1,052$34.2K0.0%ETFLowGranite Bay, CA2026-10-16
Fortitude Family Office, LLC
1,050$34.2K0.0%ETFMediumScottsdale, AZ2026-10-14
Ashton Thomas Securities, LLC
1,050$34.2K0.0%ETFMediumRochester, NY2026-10-26
MilWealth Group LLC
990$32.2K0.0%ETFVery LowMilwaukee, WI2026-11-02
Biltmore Family Office, LLC
974$31.7K0.0%GrowthLowCharlotte, NC2026-11-03
Aventus Investment Advisors, Inc.
960$31.2K0.0%ETFLowNaples, FL2026-10-09
Silver Grove Financial Group, Inc.
957$31.1K0.0%CoreMediumOrchard Park, NY2026-11-05
City State Bank
955$31.1K0.0%GrowthVery LowNorwalk, IA2026-10-20
Gen-Wealth Partners Inc
923$30.0K0.0%CoreLowZeeland, MI2026-11-04
DiNuzzo Private Wealth, Inc.
866$28.2K0.0%ETFLowBeaver, PA2026-10-16
Livelsberger Financial Advisory
852$27.7K0.1%YieldVery LowAshland, OH2026-10-28
EPG Wealth Management LLC
845$27.5K0.0%GrowthLowAtlanta, GA2026-11-03
Intesa Sanpaolo Wealth Management
840$27.3K0.0%GrowthMediumLuxembourg, Netherlands2026-10-28
Moisand Fitzgerald Tamayo, LLC
792$25.8K0.0%ETFVery LowOrlando, FL2026-10-15
Activest Wealth Management
762$24.8K0.0%ETFLowAventura, FL2026-10-15
Beacon Financial Strategies Corp
748$24.3K0.0%ETFVery LowRaleigh, NC2026-10-14
New England Capital Financial Advisors LLC
615$20.0K0.0%ETFLowMeriden, CT2026-11-03
Balance Wealth Partners LLC
600$19.5K0.0%ETFMediumWorthington, OH2026-10-27
Birchbrook, Inc.
573$18.7K0.0%ETFLowBangor, ME2026-10-14
Tower View Wealth Management LLC
572$18.6K0.0%MomentumMediumShorewood, WI2026-10-23
Friedenthal Financial
542$17.6K0.0%ETFHighMarlton, NJ2026-10-27
Provident Wealth Management, LLC
537$17.5K0.0%ETFVery LowBrentwood, TN2026-10-20
Heritage Family Offices, LLP
513$16.7K0.0%GrowthHighScottsdale, AZ2026-11-02
Canton Hathaway, LLC
482$15.7K0.0%ValueLowProvidence, RI2026-10-23
First Pacific Financial
451$14.7K0.0%ETFLowVancouver, WA2026-10-14
High Note Wealth, LLC
450$14.6K0.0%ETFVery LowDeephaven, MN2026-10-27
Coastline Trust Co
450$14.6K0.0%GrowthVery LowProvidence, RI2026-10-01
Carolina Wealth Advisors, LLC
441$14.3K0.0%YieldHighMyrtle Beach, SC2026-10-23
Align Financial, LLC
441$14.3K0.0%ETFVery LowHermantown, MN2026-10-16
NorthAvenue LLC
399$13.0K0.0%ETFVery LowColumbus, OH2026-10-29
Tradewinds Capital Management, LLC
397$12.9K0.0%ETFVery HighBellingham, WA2026-10-23
Hoey Investments, Inc
394$12.8K0.0%Agg GrowthLowCoatesville, PA2026-10-29
Strategic Advocates LLC
387$12.6K0.0%GrowthLowSacramento, CA2026-11-03
Vision Financial Markets LLC
375$12.2K0.0%CoreLowStamford, CT2026-10-22
Tompkins Financial Corp
353$11.5K0.0%CoreLowIthaca, NY2026-10-05
Mowery & Schoenfeld Wealth Management, LLC
344$11.2K0.0%GrowthMediumLincolnshire, IL2026-10-28
West Branch Capital LLC
326$10.6K0.0%GrowthVery LowAmherst, MA2026-10-20
Legacy Bridge, LLC
300$9.8K0.0%GrowthVery LowWest Des Moines, IA2026-10-28
Noble Wealth Management PBC
300$9.8K0.0%YieldMediumGreenwood Village, CO2026-10-01
Lynch Investment Planning, LLC
231$7.5K0.0%ETFLowNewtown Square, PA2026-10-27
Edgemoor Investment Advisors, Inc.
225$7.3K0.0%CoreVery LowBethesda, MD2026-11-03
Financial Management Professionals, Inc.
225$7.3K0.0%ETFMediumAustin, TX2026-10-23
Networth Advisors, LLC
224$7.3K0.0%ETFMediumCanonsburg, PA2026-11-03
Western Pacific Wealth Management, LP
224$7.3K0.0%GrowthLowLake Forest, IL2026-10-16
Reap Financial Group, LLC
202$6.6K0.0%ETFLowAustin, TX2026-11-02
Creative Capital Management Investments LLC
201$6.5K0.0%ETFLowSan Diego, CA2026-10-28
Adkins Seale Capital Management LLC
183$6.0K0.0%CoreVery LowShreveport, LA2026-10-27
Citizens National Bank Trust Department
180$5.9K0.0%CoreVery LowMeridian, MS2026-11-04
Gables Capital Management Inc.
174$5.7K0.0%GrowthVery LowMiami, FL2026-11-04
Kozak & Associates, Inc.
155$5.4K0.0%ETFLowHighlands Ranch, CO2026-10-29
General Partner, Inc.
120$3.9K0.0%CoreLowPittsburgh, PA2026-10-05
Northstar Asset Management Co
107$3.7K0.0%CoreVery LowBlue Bell, PA2026-10-22
Chilton Capital Management LLC
100$3.3K0.0%GrowthMediumHouston, TX2026-10-28
Hara Capital LLC
97$3.2K0.0%Deep ValueMediumBellevue, WA2026-10-30
High Point Wealth Management, LLC
95$3.1K0.0%ETFLowChester, NJ2026-11-05
Central Pacific Bank - Trust Division
92$3.0K0.0%CoreMediumHonolulu, HI2026-10-06
Advocate Investing Services LLC
85$2.8K0.0%ETFLowWoodbine, MD2026-10-26
Financial Network Wealth Advisors LLC
78$2.5K0.0%ETFLowMurray, UT2026-10-28
Gleason Group, Inc.
77$2.5K0.0%ETFVery LowProspect, KY2026-10-15
POM Investment Strategies, LLC
63$2.0K0.0%ETFVery HighRaleigh, NC2026-10-20
Ulland Investment Advisors, LLC
36$10.0%GrowthVery LowMinneapolis, MN2026-10-13
Bay Harbor Wealth Management, LLC
20$6510.0%ETFMediumHunt Valley, MD2026-11-03
Your Advocates Ltd., LLP
11$3730.0%ETFLowHouston, TX2026-11-03
RHL Group, LLC
9$2870.0%ETFVery HighHolly, MI2026-11-04
Wilkerson Advisory Group LLC
6$1950.0%ETFMediumColumbia, MO2026-10-20
Eukles Asset Management
2$650.0%CoreLowCincinnati, OH2026-11-04
Owl Creek Wealth Partners LLC
0$40.0%IndexLowGreenwood Village, CO2026-10-20
Mascoma Wealth Management LLC
0$40.0%ETFVery LowHanover, NH2026-10-23
Prairie Wealth Advisors, Inc.
0$2.4M0.5%CoreVery LowOmaha, NE2026-10-29