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Schwab US Aggregate Bond ETF (SCHZ)

CUSIP: 808524839 | NYSE | 1675 institutional holders

Quarters

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

Avantax Planning Partners, Inc.7,815,624
4.4% of portfolio›$172.7M
Kohmann Bosshard Financial Services, LLC3,901,322
7.3% of portfolio›$86.2M
Charles Schwab Trust Co3,859,173
4.9% of portfolio›$85.3M
Rational Advisors, Inc.3,248,112
6.7% of portfolio›$71.8M
McAdam, LLC2,592,870
2.2% of portfolio›$57.3M
Pioneer Wealth Management Group2,526,995
13.2% of portfolio›$55.8M
Wealth Enhancement Advisory Services, LLC2,267,776
0.1% of portfolio›$50.1M
Horst & Graben Wealth Management LLC1,781,396
5.1% of portfolio›$39.4M
ZynergyRetirementPlanningLLC1,748,706
20.6% of portfolio›$38.6M
Financial Life Advisors1,641,270
10.3% of portfolio›$36.3M
Blue Trust, Inc.1,517,812
0.4% of portfolio›$33.5M
Mokosak Advisory Group, LLC1,373,465
6.7% of portfolio›$30.4M
Ascent Group, LLC1,345,012
0.9% of portfolio›$29.7M
LPL Financial LLC1,147,067
0.0% of portfolio›$25.4M
TSA Wealth Managment LLC1,135,116
7.0% of portfolio›$25.1M
Tenret Co LLC1,046,222
10.1% of portfolio›$23.1M
Asset Allocation Strategies LLC1,036,672
3.4% of portfolio›$22.9M
Towercrest Capital Management1,025,067
3.2% of portfolio›$22.7M
Alliance Wealth Management Group1,025,067
4.5% of portfolio›$22.7M
Daymark Wealth Partners, LLC987,235
0.5% of portfolio›$21.8M
Bond & Devick Financial Network, Inc.950,913
5.1% of portfolio›$21.0M
Creative Planning876,920
0.0% of portfolio›$19.4M
Cliftonlarsonallen Wealth Advisors, LLC836,926
0.2% of portfolio›$18.5M
Revolve Wealth Partners, LLC834,951
1.9% of portfolio›$18.5M
Security Financial Services, Inc.804,879
2.4% of portfolio›$17.8M
Arnold Financial Planning LLC796,263
12.0% of portfolio›$17.6M
Cypress Wealth Services, LLC773,764
2.0% of portfolio›$17.0M
Savant Capital, LLC760,723
0.0% of portfolio›$16.8M
Revisor Wealth Management LLC743,991
4.1% of portfolio›$16.6M
James J. Burns & Company, LLC672,885
1.6% of portfolio›$14.9M
MLG Wealth Management DBA Pine Grove Financial Group654,703
1.4% of portfolio›$14.5M
CFS Investment Advisory Services, LLC652,940
0.9% of portfolio›$14.4M
Cedar Mountain Advisors, LLC651,335
2.4% of portfolio›$14.4M
Columbus Macro, LLC646,876
1.4% of portfolio›$14.3M
CFG Wealth Management Services, Inc.638,792
12.9% of portfolio›$14.1M
Bestgate Wealth Advisors, LLC635,063
8.9% of portfolio›$14.0M
Farther Finance Advisors, LLC601,449
0.1% of portfolio›$13.3M
Amicus Financial Advisors, LLC588,425
3.3% of portfolio›$13.0M
Tempus Wealth Planning, LLC582,814
2.5% of portfolio›$12.9M
Christensen, King & Associates Investment Services, Inc.577,746
4.6% of portfolio›$12.8M
Myecfo, LLC570,273
4.7% of portfolio›$12.6M
Compass Financial Group, Inc567,608
1.4% of portfolio›$12.5M
Pacific Park Financial, Inc.540,851
7.1% of portfolio›$12.0M
SigFig Wealth Management, LLC507,775
0.3% of portfolio›$11.2M
Reston Wealth Management LLC492,794
3.0% of portfolio›$10.9M
Ballast Financial Advisors LLC484,699
10.1% of portfolio›$10.7M
Signature Estate & Investment Advisors LLC473,077
0.2% of portfolio›$10.5M
Ashton Thomas Private Wealth, LLC471,289
0.2% of portfolio›$10.4M
Affinity Capital Advisors, LLC465,237
1.2% of portfolio›$10.3M
Grove Street Fiduciary, LLC451,322
4.5% of portfolio›$10.0M
IFP Advisors, Inc450,734
0.2% of portfolio›$10.0M
Park Avenue Securities LLC448,365
0.0% of portfolio›$9.9K
Peak Financial Management, Inc.447,574
2.2% of portfolio›$9.9M
Cambridge Investment Research Advisors, Inc.443,804
0.0% of portfolio›$9.8K
Unify Financial Advisors413,473
8.4% of portfolio›$9.1M
Heritage Family Offices, LLP412,627
3.0% of portfolio›$9.1M
Wakefield Asset Management Lllp403,362
2.0% of portfolio›$8.9M
Elevation Point Wealth Partners, LLC392,650
0.1% of portfolio›$8.7M
Client 1ST Advisory Group, LLC386,133
2.2% of portfolio›$8.5M
Creative Financial Designs Inc377,939
0.4% of portfolio›$8.4M
Fairway Financial, LLC373,862
5.2% of portfolio›$8.3M
Avior Wealth Management, LLC362,368
0.2% of portfolio›$8.0M
Vise Technologies, Inc.340,911
0.1% of portfolio›$7.5M
Midwest Financial Group LLC340,348
2.5% of portfolio›$7.5M
FFG Retirement Advisors LLC336,921
4.0% of portfolio›$7.4M
Strategic Blueprint, LLC319,924
0.3% of portfolio›$7.1M
Hengehold Capital Management LLC317,493
0.5% of portfolio›$7.0M
Forthright Family Wealth Advisory LLC312,917
3.9% of portfolio›$6.9M
Manske Wealth Management306,426
1.6% of portfolio›$6.8M
AlphaCore Capital LLC292,481
0.1% of portfolio›$6.5M
Newport Capital Group, LLC284,283
4.3% of portfolio›$6.4M
Perigon Wealth Management, LLC283,415
0.1% of portfolio›$6.3M
Fifth Third Securities, Inc.278,831
0.3% of portfolio›$6.2M
Hoxton Planning & Management, LLC275,521
1.6% of portfolio›$6.1M
Independent Solutions Wealth Management, LLC274,494
0.8% of portfolio›$6.1M
Curtis Advisory Group, LLC270,129
1.1% of portfolio›$6.0M
Balboa Wealth Partners268,997
0.8% of portfolio›$5.9M
Focus Financial Network, Inc.261,829
0.2% of portfolio›$5.8M
Sigma Planning Corp255,521
0.1% of portfolio›$5.6M
Brookstone Capital Management250,085
0.1% of portfolio›$5.5M
Marotta Asset Management248,428
0.9% of portfolio›$5.5M
WealthPLAN Partners, LLC246,831
1.0% of portfolio›$5.5M
XY Planning Network, Inc.242,594
0.6% of portfolio›$5.4M
Advisor OS, LLC230,692
0.3% of portfolio›$5.1M
Larson Financial Group LLC229,269
0.1% of portfolio›$5.1M
Stonekeep Investments, LLC228,310
2.9% of portfolio›$5.0M
Clay Northam Wealth Management, LLC218,060
2.2% of portfolio›$4.8M
Fischer Financial Services, Inc.213,595
1.2% of portfolio›$4.7M
Merit Financial Group, LLC209,545
0.0% of portfolio›$4.6M
Patriot Financial Group Insurance Agency, LLC209,154
0.4% of portfolio›$4.6M
Lifelong Wealth Advisors, Inc.208,215
1.1% of portfolio›$4.6M
Kestra Advisory Services, LLC205,631
0.0% of portfolio›$4.5M
Csenge Advisory Group194,049
0.2% of portfolio›$4.3M
Cassilly Financial Group LLC193,953
2.9% of portfolio›$4.3M
Bfsg, LLC190,264
0.4% of portfolio›$4.2M
Curbstone Financial Management Corp186,950
0.7% of portfolio›$4.1M
Spectrum Planning & Advisory Services Inc.186,319
1.7% of portfolio›$4.1M
Valpey Financial Services, LLC183,702
2.4% of portfolio›$4.1M
Tactive Advisors, LLC178,336
0.9% of portfolio›$3.9M
Verus Capital Partners, LLC174,968
0.2% of portfolio›$3.9M
Range Financial Group LLC170,090
1.0% of portfolio›$3.8M
Commonwealth Equity Services, LLC169,320
0.0% of portfolio›$3.7M
Phillips Financial Management, LLC164,229
0.3% of portfolio›$3.6M
TPG Advisors LLC159,274
1.9% of portfolio›$3.5M
NYL Investors LLC158,423
1.4% of portfolio›$3.5M
BIP Wealth, LLC155,306
0.1% of portfolio›$3.4M
Keystone Wealth Services, LLC155,236
0.6% of portfolio›$3.4M
WealthPoint Financial, LLC155,075
2.4% of portfolio›$3.4M
Integrity Alliance, Llc.148,284
0.1% of portfolio›$3.3M
Friedenthal Financial143,688
1.4% of portfolio›$3.2M
Cooper S Advisors, LLC141,806
1.4% of portfolio›$3.1M
Patriot Investment Management Group, Inc.140,452
0.2% of portfolio›$3.1M
Summit Financial Strategies, Inc.136,339
0.2% of portfolio›$3.0M
Krilogy Financial LLC134,356
0.1% of portfolio›$3.0M
Values Added Financial LLC133,604
1.0% of portfolio›$3.0M
North Forty Two & Co.133,194
2.4% of portfolio›$2.9M
Seneca Financial Advisors LLC132,931
0.8% of portfolio›$2.9M
Gen-Wealth Partners Inc130,682
0.8% of portfolio›$2.9M
Oarsman Capital, Inc.130,160
0.3% of portfolio›$2.9M
Brady Martz Wealth Solutions, LLC130,042
0.4% of portfolio›$2.9M
Compass Financial Management LLC129,301
0.3% of portfolio›$2.9M
Twin Cities Retirement Group LLC128,418
2.4% of portfolio›$2.8M
Grey Fox Wealth Advisors, LLC126,128
0.4% of portfolio›$2.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management124,126
0.0% of portfolio›$2.7M
Daviman Financial, LLC123,093
1.5% of portfolio›$2.7M
Balefire, LLC120,553
0.4% of portfolio›$2.7M
Breakwater Investment Management117,250
0.9% of portfolio›$2.6M
K2 Financial Inc.117,189
1.8% of portfolio›$2.6M
ETF Store, Inc.116,981
2.1% of portfolio›$2.6M
Financial Designs Corp116,711
1.3% of portfolio›$2.6M
RDA Financial Network115,920
0.6% of portfolio›$2.6M
OFS Enterprise LLC114,163
0.7% of portfolio›$2.5M
Serenity Investment Advisors113,008
1.1% of portfolio›$2.5M
Omega Financial Group, LLC112,522
0.8% of portfolio›$2.5M
SeaCrest Wealth Management, LLC110,459
0.3% of portfolio›$2.4M
Carnegie Investment Counsel110,068
0.0% of portfolio›$2.4M
Integrity Advisory Solutions, LLC105,280
0.2% of portfolio›$2.3M
Legacy Wealth Management, LLC103,659
0.1% of portfolio›$2.3M
Parallel Advisors, LLC95,214
0.0% of portfolio›$2.1M
Choreo, LLC92,765
0.0% of portfolio›$2.1M
Sterling Investment Management, LLC91,719
1.1% of portfolio›$2.0M
Concurrent Investment Advisors, LLC91,230
0.0% of portfolio›$2.0M
Diversify Wealth Management, LLC90,834
0.0% of portfolio›$2.0M
Diversify Advisory Services, LLC90,834
0.0% of portfolio›$2.0M
Maia Wealth LLC89,656
0.3% of portfolio›$2.0M
Sculati Wealth Management, LLC89,537
0.6% of portfolio›$2.0M
Dorato Capital Management88,053
1.3% of portfolio›$1.9M
Northern Lights Advisors, Inc.87,014
1.0% of portfolio›$1.9M
Parkway Wealth Management Group, LLC85,618
0.2% of portfolio›$1.9M
SAX Wealth Advisors, LLC84,536
0.1% of portfolio›$1.9M
Cherry Tree Wealth Management, LLC84,170
0.4% of portfolio›$1.9M
Atria Investments, Inc83,968
0.0% of portfolio›$1.9M
Bangor Savings Bank83,589
0.1% of portfolio›$1.8M
Beacon Financial Advisory LLC82,779
0.3% of portfolio›$1.8M
Clear Creek Financial Management, LLC82,710
0.1% of portfolio›$1.8M
Sightline Wealth Advisors, LLC81,519
0.8% of portfolio›$1.8M
Eley Financial Management, Inc81,061
0.6% of portfolio›$1.8M
Guardian Financial Partners, LLC80,174
0.7% of portfolio›$1.8M
Lodestar Private Asset Management LLC80,028
0.2% of portfolio›$1.8M
Simplicity Wealth,LLC79,810
0.1% of portfolio›$1.8M
Park Edge Advisors, LLC79,712
0.4% of portfolio›$1.8M
Livet Wealth, LLC79,704
1.0% of portfolio›$1.8M
Blossom Wealth Management79,473
2.4% of portfolio›$1.8M
Independent Financial Group, LLC78,929
0.0% of portfolio›$1.7M
Sutton Place Investors LLC78,895
0.8% of portfolio›$1.7M
ACT Wealth Management, LLC78,787
0.5% of portfolio›$1.7M
Sage Financial Management Group, Inc.78,572
0.5% of portfolio›$1.7M
Firethorn Wealth Partners, LLC77,928
0.6% of portfolio›$1.7M
MSH Capital Advisors LLC77,808
0.3% of portfolio›$1.7M
Midwest Capital Advisors, LLC76,484
0.6% of portfolio›$1.7M
Retirement Planning Group, LLC76,449
0.0% of portfolio›$1.7M
WBH Advisory Inc75,125
0.1% of portfolio›$1.7M
NBT Bank, N.A.75,039
0.1% of portfolio›$1.7M
Claro Advisors Inc.74,918
0.2% of portfolio›$1.7M
Ironwood Wealth Management, Llc.74,823
0.4% of portfolio›$1.7M
Latitude Advisors, LLC74,229
0.5% of portfolio›$1.6M
Portside Wealth Group, LLC70,754
0.2% of portfolio›$1.6M
Kenora Financial, LLC70,173
0.5% of portfolio›$1.6M
Liberty Capital Management, Inc.69,375
0.3% of portfolio›$1.5M
Powers Advisory Group, LLC69,047
0.5% of portfolio›$1.5M
Merkkuri Wealth Advisors LLC67,897
0.9% of portfolio›$1.5M
Hobbs Wealth Management, LLC65,524
1.2% of portfolio›$1.4M
TD Private Client Wealth LLC61,759
0.0% of portfolio›$1.4M
Twele Capital Management, Inc.60,806
0.2% of portfolio›$1.3M
Capital Management Associates, Inc60,535
0.3% of portfolio›$1.3M
LexAurum Advisors, LLC59,453
0.1% of portfolio›$1.3M
W Advisors, LLC59,026
0.6% of portfolio›$1.3M
BCS Wealth Management58,096
0.2% of portfolio›$1.3M
Rossby Financial, LCC55,854
0.2% of portfolio›$1.2M
Stockman Wealth Management, Inc.55,630
0.1% of portfolio›$1.2M
Kingswood Wealth Advisors, LLC55,493
0.0% of portfolio›$1.2M
Investment Research Partners LLC55,459
0.4% of portfolio›$1.2M
Avail Investment Partners, LLC55,251
0.9% of portfolio›$1.2M
Truist Financial Corp55,233
0.0% of portfolio›$1.2M
BlueSky Wealth Advisors, LLC55,184
0.1% of portfolio›$1.2M
Greg Jennings, LLC55,050
0.9% of portfolio›$1.2M
MGO One Seven LLC54,211
0.0% of portfolio›$1.2M
Apeiron RIA LLC52,791
0.3% of portfolio›$1.2M
Avion Wealth52,636
0.0% of portfolio›$1.2K
GK Wealth Management LLC51,916
0.6% of portfolio›$1.1M
Moneywise, Inc.51,410
1.1% of portfolio›$1.1M
Adamsbrown Wealth Consultants LLC51,089
0.2% of portfolio›$1.1M
Modera Wealth Management, LLC50,428
0.0% of portfolio›$1.1M
Central Trust Co49,638
0.0% of portfolio›$1.1M
Graves Light Lenhart Wealth, Inc.49,331
0.1% of portfolio›$1.1M
Sharkey, Howes & Javer48,634
0.1% of portfolio›$1.1M
Valley Forge Investment Consultants Inc ADV47,233
0.3% of portfolio›$1.0M
Emergent Wealth Advisors, LLC46,977
0.5% of portfolio›$1.0M
LifeSteps Financial, Inc.46,254
0.5% of portfolio›$1.0M
Omni 360 Wealth, Inc.46,038
0.5% of portfolio›$1.0M
Friday Financial44,634
0.2% of portfolio›$985.1K
Farnam Financial LLC44,277
0.7% of portfolio›$986.9K
Signal Advisors Wealth, LLC43,953
0.0% of portfolio›$971.4K
KRM Wealth Management L.L.C.43,780
0.4% of portfolio›$967.5K
Ascentis Independent Advisors43,234
0.1% of portfolio›$955.5K
Plan A Wealth LLC43,101
0.3% of portfolio›$952.5K
Great Waters Wealth Management42,695
0.1% of portfolio›$943.6K
Hill Island Financial LLC40,336
0.2% of portfolio›$891.4K
VestGen Advisors, LLC39,828
0.0% of portfolio›$880.2K
Signet Investment Advisory Group, Inc.39,675
0.4% of portfolio›$876.8K
PFG Advisors39,559
0.0% of portfolio›$874.3K
Koshinski Asset Management, Inc.39,452
0.0% of portfolio›$871.9K
Asempa Wealth Advisors37,991
0.6% of portfolio›$838.5K
Juncture Wealth Strategies, LLC37,871
0.2% of portfolio›$836.9K
Centurion Wealth Management LLC36,947
0.2% of portfolio›$816.5K
Advisor Resource Council36,750
0.3% of portfolio›$808.1K
Regions Financial Corp36,538
0.0% of portfolio›$807.5K
Aventus Investment Advisors, Inc.36,434
0.6% of portfolio›$805.2K
Cutler Investment Counsel LLC36,210
0.1% of portfolio›$800.3K
Aletheian Wealth Advisors LLC36,200
0.3% of portfolio›$800.0K
Prime Capital Investment Advisors, LLC36,194
0.0% of portfolio›$799.9K
Chicago Partners Investment Group LLC35,350
0.0% of portfolio›$792.5K
Carolina Wealth Management Inc34,460
0.3% of portfolio›$761.6K
Sowell Financial Services LLC32,734
0.0% of portfolio›$723.4K
EverSource Wealth Advisors, LLC31,532
0.0% of portfolio›$696.9K
Saxony Capital Management, LLC31,426
0.3% of portfolio›$694.5K
Gradient Capital Advisors, LLC31,345
0.2% of portfolio›$692.7K
CWC Advisors, Llc.31,204
0.3% of portfolio›$689.6K
Shearwater Capital LLC31,168
0.3% of portfolio›$688.8K
JFS Wealth Advisors, LLC30,701
0.0% of portfolio›$678.5K
Fulcrum Equity Management29,656
0.5% of portfolio›$655.4K
RCS Financial Planning, LLC29,266
0.4% of portfolio›$646.8K
M Holdings Securities, Inc.28,680
0.0% of portfolio›$634
Ignite Planners, LLC28,556
0.1% of portfolio›$631.1K
Sovran Advisors, LLC28,270
0.0% of portfolio›$635.5K
Wesbanco Bank Inc28,127
0.0% of portfolio›$621.6K
Western Financial Corp27,786
0.2% of portfolio›$614.1K
Marks Group Wealth Management, Inc26,695
0.1% of portfolio›$590.0K
RKL Wealth Management LLC25,915
0.0% of portfolio›$572.7K
Noesis Capital Mangement Corp25,813
0.1% of portfolio›$570.5K
Appalachian Capital Management Ltd25,628
0.4% of portfolio›$566.4K
Steele Capital Management, Inc.25,298
0.0% of portfolio›$559.1K
Schneider Downs Wealth Management Advisors, LP25,182
0.1% of portfolio›$556.5K
Midwest Financial Network, LLC24,480
0.4% of portfolio›$541.0K
Legacy Advisory Services, LLC24,064
0.4% of portfolio›$531.8K
Alpha Omega Wealth Management LLC23,766
0.1% of portfolio›$525.2K
Pinion Investment Advisors, LLC23,433
0.1% of portfolio›$517.9K
Luts & Greenleigh Group, Inc.23,412
0.4% of portfolio›$517.4K
Garde Capital, Inc.23,246
0.0% of portfolio›$513.7K
Breakthru Advisory Services, LLC23,223
1.7% of portfolio›$513.2K
LVW Advisors, LLC22,916
0.0% of portfolio›$506.4K
Downshift Financial, LLC22,873
0.2% of portfolio›$505.5K
Badgley Phelps Wealth Managers, LLC22,664
0.0% of portfolio›$500.9K
Lido Advisors, LLC22,550
0.0% of portfolio›$498.4K
Carroll Advisory Group, LLC22,204
0.2% of portfolio›$490.7K
Seek First Inc.22,034
0.3% of portfolio›$486.9K
Sawgrass Asset Management LLC21,682
0.1% of portfolio›$479.2K
Milestones Private Investment Advisors LLC21,449
0.4% of portfolio›$474.0K
Stewardship Concepts Financial Services LLC21,371
0.3% of portfolio›$472.3K
Partners in Financial Planning21,197
0.1% of portfolio›$468.5K
New Harbor Financial Group, LLC20,900
0.1% of portfolio›$461.9K
Soltis Investment Advisors LLC20,863
0.0% of portfolio›$461.1K
RBA Wealth Management, LLC20,756
0.1% of portfolio›$458.7K
Silverlake Wealth Management LLC20,632
0.1% of portfolio›$456.0K
RCW Management, LLC20,609
0.4% of portfolio›$455.5K
Prevail Innovative Wealth Advisors, LLC20,606
0.1% of portfolio›$454.0K
Ridgeline Wealth, LLC20,505
0.3% of portfolio›$454.2K
Cooper Financial Group20,469
0.0% of portfolio›$452.4K
Hardin Capital Partners, LLC20,045
0.2% of portfolio›$443.0K
Beacon Financial Group20,000
0.0% of portfolio›$442.0K
TrustWell Financial Advisors, LLC19,988
0.4% of portfolio›$441.7K
Wedmont Private Capital19,610
0.0% of portfolio›$433.4K
Syntegra Private Wealth Group, LLC19,269
0.0% of portfolio›$425.9K
Asset One Wealth Management LLC18,901
0.0% of portfolio›$417.7K
Mather Group, Llc.18,817
0.0% of portfolio›$415.9K
Financial Consulate, Inc18,718
0.0% of portfolio›$413.7K
Investment Planning Advisors, Inc.18,646
0.1% of portfolio›$412.1K
MN Wealth Advisors, LLC18,499
0.2% of portfolio›$408.8K
Code Waechter LLC18,126
0.2% of portfolio›$400.6K
Heritage OAK Wealth Advisors LLC17,945
0.1% of portfolio›$396.6K
Rose Capital Advisors LLC17,908
0.1% of portfolio›$395.8K
Chesley Taft & Associates LLC17,719
0.0% of portfolio›$391.6K
Lederer & Associates Investment Counsel17,424
0.0% of portfolio›$385
Kestra Private Wealth Services, LLC17,227
0.0% of portfolio›$380.7K
Trinity Wealth Management, LLC16,735
0.1% of portfolio›$369.8K
Gleason Group, Inc.16,519
0.0% of portfolio›$365.1K
Leading Edge Financial Planning LLC16,480
0.1% of portfolio›$364.2K
Daytona Street Capital LLC16,473
0.3% of portfolio›$361.8K
Courage Miller Partners, LLC16,460
0.1% of portfolio›$363.8K
B. Riley Wealth Advisors, Inc.16,282
0.0% of portfolio›$359.8K
Bigelow Investment Advisors, LLC16,115
0.1% of portfolio›$356.1K
MKD Wealth Coaches, LLC15,928
0.3% of portfolio›$352.0K
Legacy Edge Advisors, LLC15,889
0.0% of portfolio›$351.1K
Brighton Jones LLC15,697
0.0% of portfolio›$346.9K
Nova Financial LLC15,469
0.1% of portfolio›$341.9K
PKS Advisory Services, LLC15,368
0.1% of portfolio›$355.5K
Evolution Wealth Management Inc.15,334
0.2% of portfolio›$338.9K
Index Fund Advisors, Inc.14,814
0.0% of portfolio›$327.4K
StoneX Group Inc.14,814
0.0% of portfolio›$328.6K
FSM Wealth Advisors, LLC14,759
0.0% of portfolio›$326.5K
Stevens Capital Partners14,336
0.1% of portfolio›$316.8K
Apollon Wealth Management, LLC14,185
0.0% of portfolio›$313.5K
Diversified Investment Strategies, LLC14,145
0.2% of portfolio›$312.6K
Burns J W & Co Inc14,000
0.0% of portfolio›$309.4K
HUB Investment Partners, LLC13,912
0.0% of portfolio›$307.5K
Novem Group13,902
0.0% of portfolio›$307.2K
Oregon Pacific Wealth Management, LLC13,745
0.3% of portfolio›$303.8K
Fairway Wealth LLC13,616
0.1% of portfolio›$300.9K
Portland Financial Advisors Inc13,412
0.5% of portfolio›$296.4K
HB Wealth Management, LLC13,200
0.0% of portfolio›$291.7K
Grey Ledge Advisors, LLC13,142
0.1% of portfolio›$290.4K
L.K. Benson & Company, P.C.13,138
0.1% of portfolio›$290.4K
Forvis Mazars Wealth Advisors, LLC13,038
0.0% of portfolio›$288.1K
Burk Holdings LLC12,911
0.1% of portfolio›$285.3K
Walker Financial Services, Inc.12,840
0.1% of portfolio›$283.8K
Swmg, LLC12,545
0.1% of portfolio›$281.8K
Headland Capital, LLC12,505
0.1% of portfolio›$276.4K
Retirement Guys Formula LLC12,171
0.1% of portfolio›$269.0K
True North Advisors, LLC12,135
0.0% of portfolio›$268.2K
Forum Financial Management, LP12,104
0.0% of portfolio›$267.5K
Parkside Financial Bank & Trust11,832
0.0% of portfolio›$261.5K
One Advisory Partners, LLC11,822
0.1% of portfolio›$261.3K
Professional Financial Advisors, LLC11,320
0.0% of portfolio›$250.2K
US Bancorp \de\11,292
0.0% of portfolio›$249.6K
Partners Wealth Management, LLC10,947
0.0% of portfolio›$241.9K
Elevation Wealth Management LLC10,939
0.2% of portfolio›$241.8K
Caliber Wealth Management, LLC / KS10,919
0.0% of portfolio›$241.3K
GS Investments, Inc.10,741
0.2% of portfolio›$237.4K
Wedbush Securities Inc10,556
0.0% of portfolio›$233
Acorn Wealth Advisors, LLC10,407
0.1% of portfolio›$230.0K
Aspiriant, LLC10,372
0.0% of portfolio›$229.2K
J.W. Cole Advisors, Inc.10,359
0.0% of portfolio›$228.9K
Cannon Financial Strategists, Inc.10,307
0.0% of portfolio›$227.8K
Avidian Wealth Enterprises, LLC10,277
0.0% of portfolio›$227.1K
Lewis Asset Management, LLC10,236
0.1% of portfolio›$226.2K
Peak Wealth Management LLC10,125
0.2% of portfolio›$225.5K
Pinnacle Associates LTD10,008
0.0% of portfolio›$221.2K
MidAtlantic Capital Management, Inc.9,940
0.1% of portfolio›$219.7K
Accelerate Investment Advisors LLC9,713
0.1% of portfolio›$214.7K
Quartz Partners, LLC9,504
0.1% of portfolio›$210.0K
Whelan Financial9,252
0.1% of portfolio›$204.5K
Private Client Services, LLC9,138
0.1% of portfolio›$202.0K
SRH Advisors, LLC9,106
0.1% of portfolio›$201.2K
Davis Capital Management8,957
0.1% of portfolio›$198.0K
Chapman Financial Group, LLC8,930
0.1% of portfolio›$197.4K
CX Institutional8,628
0.0% of portfolio›$191
Armstrong Advisory Group, Inc7,670
0.0% of portfolio›$169.5K
Murphy & Mullick Capital Management Corp7,500
0.1% of portfolio›$165.8K
Citigroup Inc7,306
0.0% of portfolio›$161.5K
Investors Research Corp7,094
0.0% of portfolio›$156.8K
Eastern Bank7,036
0.0% of portfolio›$155.5K
Spire Wealth Management6,708
0.0% of portfolio›$148.2K
Wealth Enhancement Trust Services, Inc.5,959
0.0% of portfolio›$131.7K
Evensky & Katz LLC5,801
0.0% of portfolio›$128
Valley National Advisers Inc5,757
0.0% of portfolio›$127.2K
CoreCap Advisors, LLC4,969
0.0% of portfolio›$109.8K
Fifth Third Bancorp4,413
0.0% of portfolio›$97.5K
Bullock Wealth Management Group4,368
0.0% of portfolio›$96.4K
Montgomery Financial Services LLC4,046
0.1% of portfolio›$89.4K
Owl Creek Wealth Partners LLC3,795
0.0% of portfolio›$83.9K
Granite Investment Partners, LLC3,780
0.0% of portfolio›$83.5K
William Mack & Associates, Inc.3,693
0.0% of portfolio›$81.6K
United Financial Planning Group LLC3,398
0.0% of portfolio›$75.1K
Clearstead Advisors, LLC3,361
0.0% of portfolio›$74.3K
Cape Investment Advisory, Inc.3,174
0.0% of portfolio›$70.2K
Tompkins Financial Corp2,863
0.0% of portfolio›$63.3K
Versant Capital Management, Inc2,234
0.0% of portfolio›$49.4K
Townsend Asset Management Corp2,079
0.0% of portfolio›$45.9K
Signaturefd, LLC1,948
0.0% of portfolio›$43.0K
Assetmark, Inc1,659
0.0% of portfolio›$36.7K
Legacy Bridge, LLC1,530
0.0% of portfolio›$33.8K
Dhjj Financial Advisors, Ltd.1,386
0.0% of portfolio›$30.6K
Thompson Investment Management, Inc.1,198
0.0% of portfolio›$26.5K
Financial Management Professionals, Inc.1,150
0.0% of portfolio›$25.4K
Allworth Financial LP1,066
0.0% of portfolio›$24.7K
Gilpin Wealth Management, LLC990
0.0% of portfolio›$21.9K
Toth Financial Advisory Corp958
0.0% of portfolio›$21.2K
Rosenberg Matthew Hamilton930
0.0% of portfolio›$20.6K
Peachtree Investment Partners, LLC650
0.0% of portfolio›$14.4K
UMB Bank, n.a.650
0.0% of portfolio›$14.4K
Montag A & Associates Inc598
0.0% of portfolio›$13.2K
American Capital Advisory, LLC552
0.0% of portfolio›$12.2K
Atmos Advisory, LLC437
0.0% of portfolio›$9.7K
EPG Wealth Management LLC400
0.0% of portfolio›$8.8K
Signature Equity Partners, LLC392
0.0% of portfolio›$8.7K
Barrett & Company, Inc.378
0.0% of portfolio›$8.4K
Trust Co347
0.0% of portfolio›$7.7K
Cassaday & Co Wealth Management LLC345
0.0% of portfolio›$7.6K
McCarley & Cook Financial Planners300
0.0% of portfolio›$6.6K
Main Street Group, LTD296
0.0% of portfolio›$6.5K
Cordgrass Capital Advisors, LLC291
0.0% of portfolio›$6.4K
Archer Investment Corp284
0.0% of portfolio›$6.3K
Capital Investment Advisory Services, LLC242
0.0% of portfolio›$5.3K
Evermay Wealth Management LLC221
0.0% of portfolio›$4.9K
Buck Wealth Strategies, LLC214
0.0% of portfolio›$4.7K
TD Waterhouse Canada Inc.200
0.0% of portfolio›$4.4K
Lodestone Wealth Management LLC188
0.0% of portfolio›$4.2K
Markowski Investments170
0.0% of portfolio›$3.8K
Westside Investment Management, Inc.134
0.0% of portfolio›$3.0K
Birchbrook, Inc.133
0.0% of portfolio›$2.9K
Wilkerson Advisory Group LLC124
0.0% of portfolio›$2.8K
Silver Grove Financial Group, Inc.122
0.0% of portfolio›$2.7K
Horrell Capital Management, Inc.100
0.0% of portfolio›$2.2K
Root Financial Partners, LLC95
0.0% of portfolio›$2.1K
Physician Wealth Advisors, Inc.94
0.0% of portfolio›$2.1K
Tradewinds Capital Management, LLC79
0.0% of portfolio›$1.7K
Weaver Capital Management LLC76
0.0% of portfolio›$1.7K
Carolina Wealth Advisors, LLC76
0.0% of portfolio›$1.7K
Mowery & Schoenfeld Wealth Management, LLC7
0.0% of portfolio›$155
Kings Path Partners LLC6
0.0% of portfolio›$133
MJT & Associates Financial Advisory Group, Inc.4
0.0% of portfolio›$89
StyleTurnoverLocationFiled
Avantax Planning Partners, Inc.
7,815,624$172.7M4.4%ETFLowDubuque, IA2026-11-03
Kohmann Bosshard Financial Services, LLC
3,901,322$86.2M7.3%ETFLowFairlawn, OH2026-11-04
Charles Schwab Trust Co
3,859,173$85.3M4.9%ETFLowHenderson, NV2026-10-15
Rational Advisors, Inc.
3,248,112$71.8M6.7%ETFMediumSan Juan, PR2026-11-02
McAdam, LLC
2,592,870$57.3M2.2%ETFLowPhiladelphia, PA2026-10-21
Pioneer Wealth Management Group
2,526,995$55.8M13.2%ETFLowAustin, TX2026-10-09
Wealth Enhancement Advisory Services, LLC
2,267,776$50.1M0.1%CoreLowPlymouth, MN2026-10-13
Horst & Graben Wealth Management LLC
1,781,396$39.4M5.1%ETFMediumPortland, OR2026-11-02
ZynergyRetirementPlanningLLC
1,748,706$38.6M20.6%ETFVery LowRed Bank, NJ2026-10-08
Financial Life Advisors
1,641,270$36.3M10.3%ETFLowSan Antonio, TX2026-10-14
Blue Trust, Inc.
1,517,812$33.5M0.4%ETFLowBrentwood, TN2026-10-15
Mokosak Advisory Group, LLC
1,373,465$30.4M6.7%ETFVery LowUrbandale, IA2026-10-20
Ascent Group, LLC
1,345,012$29.7M0.9%CoreLowVirginia Beach, VA2026-10-30
LPL Financial LLC
1,147,067$25.4M0.0%IndexVery LowFort Mill, SC2026-11-06
TSA Wealth Managment LLC
1,135,116$25.1M7.0%ETFMediumHouston, TX2026-10-22
Tenret Co LLC
1,046,222$23.1M10.1%ETFVery LowTampa, FL2026-11-02
Asset Allocation Strategies LLC
1,036,672$22.9M3.4%ETFMediumFarmington, MI2026-10-20
Towercrest Capital Management
1,025,067$22.7M3.2%ETFVery LowNewtown, PA2026-10-23
Alliance Wealth Management Group
1,025,067$22.7M4.5%ETFLowFlemington, NJ2026-10-29
Daymark Wealth Partners, LLC
987,235$21.8M0.5%CoreLowCincinnati, OH2026-11-04
Bond & Devick Financial Network, Inc.
950,913$21.0M5.1%ETFVery LowSt. Louis Park, MN2026-10-23
Creative Planning
876,920$19.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Cliftonlarsonallen Wealth Advisors, LLC
836,926$18.5M0.2%ETFLowMinneapolis, MN2026-10-14
Revolve Wealth Partners, LLC
834,951$18.5M1.9%ETFVery LowHackensack, NJ2026-10-23
Security Financial Services, Inc.
804,879$17.8M2.4%ETFMediumFort Wayne, IN2026-10-29
Arnold Financial Planning LLC
796,263$17.6M12.0%ETFVery LowHiawatha, IA2026-10-20
Cypress Wealth Services, LLC
773,764$17.0M2.0%ETFLowPalm Desert, CA2026-10-21
Savant Capital, LLC
760,723$16.8M0.0%IndexVery LowRockford, IL2026-11-06
Revisor Wealth Management LLC
743,991$16.6M4.1%CoreLowAkron, OH2026-10-20
James J. Burns & Company, LLC
672,885$14.9M1.6%ETFVery LowMelville, NY2026-10-22
MLG Wealth Management DBA Pine Grove Financial Group
654,703$14.5M1.4%ETFMediumWoodbury, MN2026-10-13
CFS Investment Advisory Services, LLC
652,940$14.4M0.9%ETFMediumTotowa, NJ2026-10-19
Cedar Mountain Advisors, LLC
651,335$14.4M2.4%ETFVery LowLake Oswego, OR2026-10-15
Columbus Macro, LLC
646,876$14.3M1.4%YieldMediumNew Castle, PA2026-10-14
CFG Wealth Management Services, Inc.
638,792$14.1M12.9%ETFLowIndianapolis, XX2026-10-21
Bestgate Wealth Advisors, LLC
635,063$14.0M8.9%ETFLowFrederick, MD2026-10-13
Farther Finance Advisors, LLC
601,449$13.3M0.1%IndexLowSan Francisco, CA2026-10-08
Amicus Financial Advisors, LLC
588,425$13.0M3.3%ETFLowLubbock, TX2026-11-03
Tempus Wealth Planning, LLC
582,814$12.9M2.5%ETFMediumIrvine, CA2026-10-14
Christensen, King & Associates Investment Services, Inc.
577,746$12.8M4.6%ETFVery LowRichland, WA2026-10-22
Myecfo, LLC
570,273$12.6M4.7%ETFVery LowLa Jolla, CA2026-10-14
Compass Financial Group, Inc
567,608$12.5M1.4%ETFVery LowSioux Falls, SD2026-10-13
Pacific Park Financial, Inc.
540,851$12.0M7.1%ETFMediumLagina Hills, CA2026-10-13
SigFig Wealth Management, LLC
507,775$11.2M0.3%ETFLowSan Francisco, CA2026-10-07
Reston Wealth Management LLC
492,794$10.9M3.0%ETFLowReston, VA2026-10-29
Ballast Financial Advisors LLC
484,699$10.7M10.1%ETFVery LowWest Chester, PA2026-10-26
Signature Estate & Investment Advisors LLC
473,077$10.5M0.2%ETFMediumLos Angeles, CA2026-10-13
Ashton Thomas Private Wealth, LLC
471,289$10.4M0.2%CoreMediumScottsdale, AZ2026-11-03
Affinity Capital Advisors, LLC
465,237$10.3M1.2%ETFLowBerkeley, CA2026-10-13
Grove Street Fiduciary, LLC
451,322$10.0M4.5%ETFVery LowPeterborough, NH2026-10-13
IFP Advisors, Inc
450,734$10.0M0.2%GrowthLowTampa, FL2026-10-16
Park Avenue Securities LLC
448,365$9.9K0.0%ETFMediumNew York, NY2026-10-26
Peak Financial Management, Inc.
447,574$9.9M2.2%ETFVery LowWellesley, MA2026-10-16
Cambridge Investment Research Advisors, Inc.
443,804$9.8K0.0%ETFLowFairfield, IA2026-11-02
Unify Financial Advisors
413,473$9.1M8.4%ETFMediumClearwater, FL2026-11-03
Heritage Family Offices, LLP
412,627$9.1M3.0%GrowthHighScottsdale, AZ2026-11-02
Wakefield Asset Management Lllp
403,362$8.9M2.0%ValueMediumEnglewood, CO2026-11-05
Elevation Point Wealth Partners, LLC
392,650$8.7M0.1%CoreHighDenver, CO2026-11-05
Client 1ST Advisory Group, LLC
386,133$8.5M2.2%ETFVery LowDunedin, FL2026-10-19
Creative Financial Designs Inc
377,939$8.4M0.4%ETFMediumKokomo, IN2026-11-04
Fairway Financial, LLC
373,862$8.3M5.2%ETFMediumCasselberry, FL2026-10-20
Avior Wealth Management, LLC
362,368$8.0M0.2%ETFMediumOmaha, NE2026-10-13
Vise Technologies, Inc.
340,911$7.5M0.1%IndexLowNew York, NY2026-10-29
Midwest Financial Group LLC
340,348$7.5M2.5%ETFLowOverland Park, KS2026-10-15
FFG Retirement Advisors LLC
336,921$7.4M4.0%ETFMediumCentennial, CO2026-10-20
Strategic Blueprint, LLC
319,924$7.1M0.3%ETFLowAtlanta, GA2026-10-22
Hengehold Capital Management LLC
317,493$7.0M0.5%ETFLowCincinnati, OH2026-10-16
Forthright Family Wealth Advisory LLC
312,917$6.9M3.9%ETFHighHouston, TX2026-11-03
Manske Wealth Management
306,426$6.8M1.6%ValueVery LowHouston, TX2026-10-26
AlphaCore Capital LLC
292,481$6.5M0.1%ETFLowLa Jolla, CA2026-11-04
Newport Capital Group, LLC
284,283$6.4M4.3%ETFHighRed Bank, NJ2026-10-16
Perigon Wealth Management, LLC
283,415$6.3M0.1%GrowthLowSan Francisco, CA2026-10-22
Fifth Third Securities, Inc.
278,831$6.2M0.3%ETFLowCincinnati, OH2026-10-21
Hoxton Planning & Management, LLC
275,521$6.1M1.6%ETFLowShepherdstown, WV2026-10-15
Independent Solutions Wealth Management, LLC
274,494$6.1M0.8%GrowthLowWilliamsville, NY2026-10-28
Curtis Advisory Group, LLC
270,129$6.0M1.1%ETFLowSanta Barbara, CA2026-10-28
Balboa Wealth Partners
268,997$5.9M0.8%Agg GrowthMediumScottsdale, AZ2026-10-20
Focus Financial Network, Inc.
261,829$5.8M0.2%ETFLowMinneapolis, MN2026-10-14
Sigma Planning Corp
255,521$5.6M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Brookstone Capital Management
250,085$5.5M0.1%ETFMediumWheaton, IL2026-10-22
Marotta Asset Management
248,428$5.5M0.9%ETFLowCharlottesville, VA2026-10-02
WealthPLAN Partners, LLC
246,831$5.5M1.0%CoreMediumOmaha, NE2026-10-15
XY Planning Network, Inc.
242,594$5.4M0.6%ETFLowBozeman, MT2026-10-14
Advisor OS, LLC
230,692$5.1M0.3%ETFMediumChicago, IL2026-11-03
Larson Financial Group LLC
229,269$5.1M0.1%GrowthLowSt Louis, MO2026-11-05
Stonekeep Investments, LLC
228,310$5.0M2.9%ETFLowSante Fe, NM2026-10-15
Clay Northam Wealth Management, LLC
218,060$4.8M2.2%GrowthVery LowHuntington Beach, CA2026-10-13
Fischer Financial Services, Inc.
213,595$4.7M1.2%GrowthVery LowHarrisburg, PA2026-10-30
Merit Financial Group, LLC
209,545$4.6M0.0%ETFLowAlpharetta, GA2026-11-06
Patriot Financial Group Insurance Agency, LLC
209,154$4.6M0.4%GrowthLowWalpole, MA2026-10-14
Lifelong Wealth Advisors, Inc.
208,215$4.6M1.1%ETFLowArden Hills, MN2026-10-19
Kestra Advisory Services, LLC
205,631$4.5M0.0%CoreLowAustin, TX2026-11-02
Csenge Advisory Group
194,049$4.3M0.2%ETFMediumClearwater, FL2026-11-04
Cassilly Financial Group LLC
193,953$4.3M2.9%ETFLowSeverna Park, MD2026-10-07
Bfsg, LLC
190,264$4.2M0.4%CoreLowIrvine, CA2026-10-30
Curbstone Financial Management Corp
186,950$4.1M0.7%CoreLowManchester, NH2026-10-21
Spectrum Planning & Advisory Services Inc.
186,319$4.1M1.7%ETFMediumSan Diego, CA2026-11-05
Valpey Financial Services, LLC
183,702$4.1M2.4%ETFVery LowConcord, NH2026-10-30
Tactive Advisors, LLC
178,336$3.9M0.9%ETFHighJacksonville, FL2026-10-08
Verus Capital Partners, LLC
174,968$3.9M0.2%GrowthLowScottsdale, AZ2026-11-03
Range Financial Group LLC
170,090$3.8M1.0%GARPMediumTigard, OR2026-10-21
Commonwealth Equity Services, LLC
169,320$3.7M0.0%ETFLowWaltham, MA2026-11-02
Phillips Financial Management, LLC
164,229$3.6M0.3%ETFVery LowFort Wayne, IN2026-10-19
TPG Advisors LLC
159,274$3.5M1.9%ETFVery LowNorthfield, IL2026-10-16
NYL Investors LLC
158,423$3.5M1.4%ETFLowNew York, NY2026-11-03
BIP Wealth, LLC
155,306$3.4M0.1%ETFMediumAtlanta, GA2026-10-22
Keystone Wealth Services, LLC
155,236$3.4M0.6%ETFHighPalm Desert, CA2026-11-03
WealthPoint Financial, LLC
155,075$3.4M2.4%ETFMediumCramerton, NC2026-11-03
Integrity Alliance, Llc.
148,284$3.3M0.1%ETFMediumUrbandale, IA2026-10-29
Friedenthal Financial
143,688$3.2M1.4%ETFHighMarlton, NJ2026-10-27
Cooper S Advisors, LLC
141,806$3.1M1.4%ETFLowVictor, NY2026-11-03
Patriot Investment Management Group, Inc.
140,452$3.1M0.2%ETFVery LowKnoxville, TN2026-10-15
Summit Financial Strategies, Inc.
136,339$3.0M0.2%ETFLowColumbus, OH2026-10-14
Krilogy Financial LLC
134,356$3.0M0.1%GrowthLowSt. Louis, MO2026-10-13
Values Added Financial LLC
133,604$3.0M1.0%ETFLowWashington, DC2026-10-28
North Forty Two & Co.
133,194$2.9M2.4%ETFVery LowLake Oswego, OR2026-10-19
Seneca Financial Advisors LLC
132,931$2.9M0.8%ETFLowRochester, NY2026-10-28
Gen-Wealth Partners Inc
130,682$2.9M0.8%CoreLowZeeland, MI2026-11-04
Oarsman Capital, Inc.
130,160$2.9M0.3%ETFLowMilwaukee, WI2026-11-05
Brady Martz Wealth Solutions, LLC
130,042$2.9M0.4%ETFLowGrand Forks, ND2026-11-05
Compass Financial Management LLC
129,301$2.9M0.3%CoreN/ATampa, FL2026-10-30
Twin Cities Retirement Group LLC
128,418$2.8M2.4%ETFVery LowPlymouth, MN2026-10-16
Grey Fox Wealth Advisors, LLC
126,128$2.8M0.4%ETFLowRockland, DE2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
124,126$2.7M0.0%GrowthVery LowSeattle, WA2026-10-27
Daviman Financial, LLC
123,093$2.7M1.5%ETFHighFishers, IN2026-11-06
Balefire, LLC
120,553$2.7M0.4%ETFMediumDallas, TX2026-10-09
Breakwater Investment Management
117,250$2.6M0.9%ETFLowSeattle, WA2026-10-20
K2 Financial Inc.
117,189$2.6M1.8%ETFLowGlendora, CA2026-10-26
ETF Store, Inc.
116,981$2.6M2.1%ETFVery LowOverland Park, KS2026-10-19
Financial Designs Corp
116,711$2.6M1.3%ETFVery LowClaremont, CA2026-10-09
RDA Financial Network
115,920$2.6M0.6%GrowthMediumAkron, IA2026-10-15
OFS Enterprise LLC
114,163$2.5M0.7%ETFVery LowKearney, NE2026-10-16
Serenity Investment Advisors
113,008$2.5M1.1%ETFVery LowChicago, IL2026-10-30
Omega Financial Group, LLC
112,522$2.5M0.8%ETFVery LowSanta Barbara, CA2026-10-29
SeaCrest Wealth Management, LLC
110,459$2.4M0.3%GrowthLowPurchase, NY2026-10-21
Carnegie Investment Counsel
110,068$2.4M0.0%CoreLowPepper Pike, OH2026-10-20
Integrity Advisory Solutions, LLC
105,280$2.3M0.2%ETFMediumDallas, TX2026-10-29
Legacy Wealth Management, LLC
103,659$2.3M0.1%ETFLowMemphis, TN2026-10-22
Parallel Advisors, LLC
95,214$2.1M0.0%IndexLowSan Francisco, CA2026-11-03
Choreo, LLC
92,765$2.1M0.0%IndexLowRockford, IL2026-10-28
Sterling Investment Management, LLC
91,719$2.0M1.1%CoreMediumTucson, AZ2026-10-16
Concurrent Investment Advisors, LLC
91,230$2.0M0.0%GrowthMediumTampa, FL2026-10-16
Diversify Wealth Management, LLC
90,834$2.0M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
90,834$2.0M0.0%GrowthLowSandy, UT2026-10-20
Maia Wealth LLC
89,656$2.0M0.3%ETFMediumDenver, CO2026-10-19
Sculati Wealth Management, LLC
89,537$2.0M0.6%CoreLowBloomfield Hills, MI2026-10-19
Dorato Capital Management
88,053$1.9M1.3%ValueVery LowDenver, CO2026-10-08
Northern Lights Advisors, Inc.
87,014$1.9M1.0%ETFVery LowSeattle, WA2026-10-21
Parkway Wealth Management Group, LLC
85,618$1.9M0.2%ETFHighPlano, TX2026-10-20
SAX Wealth Advisors, LLC
84,536$1.9M0.1%ETFVery LowParsippany, NJ2026-10-13
Cherry Tree Wealth Management, LLC
84,170$1.9M0.4%ETFVery LowMinnetonka, MN2026-10-15
Atria Investments, Inc
83,968$1.9M0.0%CoreMediumCharlotte, NC2026-10-15
Bangor Savings Bank
83,589$1.8M0.1%ETFLowBangor, ME2026-10-06
Beacon Financial Advisory LLC
82,779$1.8M0.3%ETFLowCleveland, OH2026-10-16
Clear Creek Financial Management, LLC
82,710$1.8M0.1%ETFMediumSilverdale, WA2026-10-28
Sightline Wealth Advisors, LLC
81,519$1.8M0.8%ETFLowGroton, CT2026-10-21
Eley Financial Management, Inc
81,061$1.8M0.6%ETFVery LowSouth Burlington, VT2026-11-03
Guardian Financial Partners, LLC
80,174$1.8M0.7%ETFLowOrange, CA2026-11-04
Lodestar Private Asset Management LLC
80,028$1.8M0.2%ETFLowAlamo, CA2026-10-26
Simplicity Wealth,LLC
79,810$1.8M0.1%ETFLowSummit, NJ2026-10-23
Park Edge Advisors, LLC
79,712$1.8M0.4%CoreMediumCleveland, OH2026-10-28
Livet Wealth, LLC
79,704$1.8M1.0%ETFLowSpanish Fork, UT2026-10-27
Blossom Wealth Management
79,473$1.8M2.4%GrowthLowSan Ramon, Ca, CA2026-11-03
Independent Financial Group, LLC
78,929$1.7M0.0%GrowthLowSan Diego, CA2026-10-13
Sutton Place Investors LLC
78,895$1.7M0.8%ETFLowArmonk, NY2026-10-20
ACT Wealth Management, LLC
78,787$1.7M0.5%ETFVery LowPlano, TX2026-10-09
Sage Financial Management Group, Inc.
78,572$1.7M0.5%ETFVery LowMclean, VA2026-11-06
Firethorn Wealth Partners, LLC
77,928$1.7M0.6%ETFLowAugusta, GA2026-10-14
MSH Capital Advisors LLC
77,808$1.7M0.3%CoreLowScottsdale, AZ2026-11-03
Midwest Capital Advisors, LLC
76,484$1.7M0.6%ETFHighGrand Rapids, MI2026-11-04
Retirement Planning Group, LLC
76,449$1.7M0.0%ETFVery LowLeawood, KS2026-10-19
WBH Advisory Inc
75,125$1.7M0.1%ETFLowBaltimore, MD2026-11-05
NBT Bank, N.A.
75,039$1.7M0.1%CoreLowNorwich, NY2026-10-21
Claro Advisors Inc.
74,918$1.7M0.2%CoreLowBoston, MA2026-11-02
Ironwood Wealth Management, Llc.
74,823$1.7M0.4%ETFLowChandler, AZ2026-10-28
Latitude Advisors, LLC
74,229$1.6M0.5%ETFLowYorkville, IL2026-10-27
Portside Wealth Group, LLC
70,754$1.6M0.2%CoreMediumProvo, UT2026-10-20
Kenora Financial, LLC
70,173$1.6M0.5%CoreVery LowDes Plaines, IL2026-10-20
Liberty Capital Management, Inc.
69,375$1.5M0.3%CoreVery LowBirmingham, MI2026-11-02
Powers Advisory Group, LLC
69,047$1.5M0.5%ETFVery LowHighland, IL2026-10-14
Merkkuri Wealth Advisors LLC
67,897$1.5M0.9%ETFMediumHicksville, NY2026-11-03
Hobbs Wealth Management, LLC
65,524$1.4M1.2%ETFLowZionsville, IN2026-10-20
TD Private Client Wealth LLC
61,759$1.4M0.0%ETFLowNew York, NY2026-10-28
Twele Capital Management, Inc.
60,806$1.3M0.2%ETFVery LowMinnetonka, MN2026-10-13
Capital Management Associates, Inc
60,535$1.3M0.3%ETFLowMinneapolis, MN2026-10-20
LexAurum Advisors, LLC
59,453$1.3M0.1%ETFLowOverland Park, KS2026-10-19
W Advisors, LLC
59,026$1.3M0.6%CoreLowGermantown, TN2026-11-02
BCS Wealth Management
58,096$1.3M0.2%ETFVery LowJohnson City, TN2026-11-03
Rossby Financial, LCC
55,854$1.2M0.2%ETFMediumMelbourne, FL2026-11-05
Stockman Wealth Management, Inc.
55,630$1.2M0.1%CoreLowBillings, MT2026-10-27
Kingswood Wealth Advisors, LLC
55,493$1.2M0.0%GrowthLowSan Diego, CA2026-10-23
Investment Research Partners LLC
55,459$1.2M0.4%CoreLowLemont, PA2026-10-19
Avail Investment Partners, LLC
55,251$1.2M0.9%CoreMediumLemont, PA2026-10-16
Truist Financial Corp
55,233$1.2M0.0%CoreLowCharlotte, NC2026-10-30
BlueSky Wealth Advisors, LLC
55,184$1.2M0.1%ETFMediumNew Bern, NC2026-10-29
Greg Jennings, LLC
55,050$1.2M0.9%GrowthN/ADewitt, NY2026-10-19
MGO One Seven LLC
54,211$1.2M0.0%GrowthLowBeachwood, OH2026-10-28
Apeiron RIA LLC
52,791$1.2M0.3%ETFMediumDallas, TX2026-10-08
Avion Wealth
52,636$1.2K0.0%ETFLowThe Woodlands, TX2026-11-04
GK Wealth Management LLC
51,916$1.1M0.6%GARPVery HighReno, NV2026-10-09
Moneywise, Inc.
51,410$1.1M1.1%ETFMediumForest, VA2026-10-30
Adamsbrown Wealth Consultants LLC
51,089$1.1M0.2%ETFLowWichita, KS2026-10-20
Modera Wealth Management, LLC
50,428$1.1M0.0%ETFVery LowWestwood, NJ2026-10-28
Central Trust Co
49,638$1.1M0.0%CoreLowJefferson City, MO2026-11-05
Graves Light Lenhart Wealth, Inc.
49,331$1.1M0.1%ETFVery LowHarrisonburg, VA2026-10-09
Sharkey, Howes & Javer
48,634$1.1M0.1%ETFMediumDenver, CO2026-10-22
Valley Forge Investment Consultants Inc ADV
47,233$1.0M0.3%ETFVery LowAudubon, PA2026-11-03
Emergent Wealth Advisors, LLC
46,977$1.0M0.5%ETFMediumWilliamsville, NY2026-10-09
LifeSteps Financial, Inc.
46,254$1.0M0.5%ETFLowClaremont, CA2026-10-15
Omni 360 Wealth, Inc.
46,038$1.0M0.5%ETFLowPlainsboro, NJ2026-10-13
Friday Financial
44,634$985.1K0.2%ETFVery LowDubuque, IA2026-10-09
Farnam Financial LLC
44,277$986.9K0.7%ETFLowPhoenix, AZ2026-10-21
Signal Advisors Wealth, LLC
43,953$971.4K0.0%ETFLowDetroit, MI2026-10-13
KRM Wealth Management L.L.C.
43,780$967.5K0.4%ETFVery LowReno, NV2026-11-02
Ascentis Independent Advisors
43,234$955.5K0.1%ETFLowDallas, TX2026-11-03
Plan A Wealth LLC
43,101$952.5K0.3%CoreLowLincoln, NE2026-10-08
Great Waters Wealth Management
42,695$943.6K0.1%ETFVery LowShoreview, MN2026-10-07
Hill Island Financial LLC
40,336$891.4K0.2%ETFLowGrand Rapids, MI2026-10-20
VestGen Advisors, LLC
39,828$880.2K0.0%GrowthMediumChicago, IL2026-10-27
Signet Investment Advisory Group, Inc.
39,675$876.8K0.4%CoreVery LowProvidence, RI2026-10-30
PFG Advisors
39,559$874.3K0.0%ETFMediumPhoenix, AZ2026-10-16
Koshinski Asset Management, Inc.
39,452$871.9K0.0%ETFLowDecatur, IL2026-10-29
Asempa Wealth Advisors
37,991$838.5K0.6%ETFLowBaton Rouge, LA2026-10-07
Juncture Wealth Strategies, LLC
37,871$836.9K0.2%ETFLowScottsdale, AZ2026-10-06
Centurion Wealth Management LLC
36,947$816.5K0.2%ETFMediumMclean, VA2026-10-13
Advisor Resource Council
36,750$808.1K0.3%ETFLowDallas, TX2026-11-05
Regions Financial Corp
36,538$807.5K0.0%CoreLowBirmingham, AL2026-11-05
Aventus Investment Advisors, Inc.
36,434$805.2K0.6%ETFLowNaples, FL2026-10-09
Cutler Investment Counsel LLC
36,210$800.3K0.1%CoreLowJacksonville, OR2026-10-28
Aletheian Wealth Advisors LLC
36,200$800.0K0.3%ETFVery LowBellevue, WA2026-10-08
Prime Capital Investment Advisors, LLC
36,194$799.9K0.0%ETFLowOverland Park, KS2026-10-20
Chicago Partners Investment Group LLC
35,350$792.5K0.0%GARPLowChicago, IL2026-10-27
Carolina Wealth Management Inc
34,460$761.6K0.3%ETFN/AGreenville, NC2026-10-29
Sowell Financial Services LLC
32,734$723.4K0.0%CoreLowNorth Little Rock, AR2026-10-23
EverSource Wealth Advisors, LLC
31,532$696.9K0.0%CoreMediumBirmingham, AL2026-11-04
Saxony Capital Management, LLC
31,426$694.5K0.3%ETFMediumSt. Louis, MO2026-10-15
Gradient Capital Advisors, LLC
31,345$692.7K0.2%ETFLowSan Diego, CA2026-10-21
CWC Advisors, Llc.
31,204$689.6K0.3%GARPLowLake Oswego, OR2026-10-15
Shearwater Capital LLC
31,168$688.8K0.3%ETFVery LowDenver, CO2026-10-13
JFS Wealth Advisors, LLC
30,701$678.5K0.0%ETFVery LowHermitage, PA2026-11-03
Fulcrum Equity Management
29,656$655.4K0.5%GrowthHighPlano, TX2026-10-21
RCS Financial Planning, LLC
29,266$646.8K0.4%ETFMediumAnnapolis, MD2026-10-14
M Holdings Securities, Inc.
28,680$6340.0%ETFHighPortland, OR2026-11-03
Ignite Planners, LLC
28,556$631.1K0.1%CoreLowSan Clemente, CA2026-10-14
Sovran Advisors, LLC
28,270$635.5K0.0%ETFMediumSan Diego, CA2026-11-02
Wesbanco Bank Inc
28,127$621.6K0.0%CoreLowWheeling, WV2026-11-04
Western Financial Corp
27,786$614.1K0.2%MomentumHighSan Diego, CA2026-10-14
Marks Group Wealth Management, Inc
26,695$590.0K0.1%CoreMediumMinnetonka, MN2026-11-05
RKL Wealth Management LLC
25,915$572.7K0.0%ETFVery LowLancaster, PA2026-10-16
Noesis Capital Mangement Corp
25,813$570.5K0.1%CoreVery LowBoca Raton, FL2026-10-26
Appalachian Capital Management Ltd
25,628$566.4K0.4%ETFVery LowSt Clairsville, OH2026-10-14
Steele Capital Management, Inc.
25,298$559.1K0.0%ETFVery LowDubuque, IA2026-11-02
Schneider Downs Wealth Management Advisors, LP
25,182$556.5K0.1%ETFVery LowPittsburgh, PA2026-10-27
Midwest Financial Network, LLC
24,480$541.0K0.4%ETFHighTinley Park, IL2026-10-13
Legacy Advisory Services, LLC
24,064$531.8K0.4%ETFMediumExton, PA2026-10-20
Alpha Omega Wealth Management LLC
23,766$525.2K0.1%ValueLowRichmond, VA2026-10-23
Pinion Investment Advisors, LLC
23,433$517.9K0.1%ETFLowWichita, KS2026-11-04
Luts & Greenleigh Group, Inc.
23,412$517.4K0.4%CoreVery LowBethesda, MD2026-11-05
Garde Capital, Inc.
23,246$513.7K0.0%ETFLowSeattle, WA2026-10-29
Breakthru Advisory Services, LLC
23,223$513.2K1.7%ETFLowMuskego, WI2026-10-13
LVW Advisors, LLC
22,916$506.4K0.0%CoreMediumPittsford, NY2026-10-19
Downshift Financial, LLC
22,873$505.5K0.2%ETFLowBoulder, CO2026-10-13
Badgley Phelps Wealth Managers, LLC
22,664$500.9K0.0%GrowthVery LowSeattle, WA2026-10-22
Lido Advisors, LLC
22,550$498.4K0.0%GrowthLowLos Angeles, CA2026-11-04
Carroll Advisory Group, LLC
22,204$490.7K0.2%ETFVery LowTexarkana, TX2026-10-16
Seek First Inc.
22,034$486.9K0.3%ETFLowCampbell, CA2026-10-27
Sawgrass Asset Management LLC
21,682$479.2K0.1%GrowthMediumPonte Vedra Beach, FL2026-11-03
Milestones Private Investment Advisors LLC
21,449$474.0K0.4%ETFMediumFairport, NY2026-10-19
Stewardship Concepts Financial Services LLC
21,371$472.3K0.3%ETFLowSpokane, WA2026-10-06
Partners in Financial Planning
21,197$468.5K0.1%ETFVery LowSalem, VA2026-11-06
New Harbor Financial Group, LLC
20,900$461.9K0.1%ETFMediumWorcester, MA2026-10-22
Soltis Investment Advisors LLC
20,863$461.1K0.0%CoreMediumSt. George, UT2026-10-28
RBA Wealth Management, LLC
20,756$458.7K0.1%ValueMediumNewport Beach, CA2026-10-28
Silverlake Wealth Management LLC
20,632$456.0K0.1%ETFLowWilliston, VT2026-10-21
RCW Management, LLC
20,609$455.5K0.4%ETFVery LowJacksonville, FL2026-10-30
Prevail Innovative Wealth Advisors, LLC
20,606$454.0K0.1%CoreVery HighLeawood, KS2026-10-20
Ridgeline Wealth, LLC
20,505$454.2K0.3%ETFVery LowMesa, AZ2026-10-14
Cooper Financial Group
20,469$452.4K0.0%GrowthMediumIrvine, CA2026-10-07
Hardin Capital Partners, LLC
20,045$443.0K0.2%YieldVery LowGreenville, SC2026-10-09
Beacon Financial Group
20,000$442.0K0.0%ETFMediumDallas, TX2026-10-19
TrustWell Financial Advisors, LLC
19,988$441.7K0.4%ETFMediumJacksonville, FL2026-10-15
Wedmont Private Capital
19,610$433.4K0.0%IndexVery LowWest Chester, PA2026-10-09
Syntegra Private Wealth Group, LLC
19,269$425.9K0.0%ETFLowChesterfield, MO2026-10-13
Asset One Wealth Management LLC
18,901$417.7K0.0%GrowthLowBellevue, WA2026-11-02
Mather Group, Llc.
18,817$415.9K0.0%ETFMediumChicago, IL2026-10-14
Financial Consulate, Inc
18,718$413.7K0.0%ETFLowHunt Valley, MD2026-10-23
Investment Planning Advisors, Inc.
18,646$412.1K0.1%ETFMediumCumming, GA2026-10-14
MN Wealth Advisors, LLC
18,499$408.8K0.2%ETFMediumOverland Park, KS2026-10-23
Code Waechter LLC
18,126$400.6K0.2%ETFLowTampa, FL2026-10-23
Heritage OAK Wealth Advisors LLC
17,945$396.6K0.1%ValueHighSanta Rosa Beach, FL2026-10-14
Rose Capital Advisors LLC
17,908$395.8K0.1%ETFN/AMiami Beach, FL2026-11-04
Chesley Taft & Associates LLC
17,719$391.6K0.0%CoreLowChicago, IL2026-10-13
Lederer & Associates Investment Counsel
17,424$3850.0%GrowthLowLong Beach, CA2026-10-23
Kestra Private Wealth Services, LLC
17,227$380.7K0.0%GrowthLowAustin, TX2026-11-06
Trinity Wealth Management, LLC
16,735$369.8K0.1%ETFMediumBerwyn, PA2026-10-13
Gleason Group, Inc.
16,519$365.1K0.0%ETFVery LowProspect, KY2026-10-15
Leading Edge Financial Planning LLC
16,480$364.2K0.1%ETFLowKnoxville, TN2026-10-23
Daytona Street Capital LLC
16,473$361.8K0.3%Deep ValueMediumSaint Louis, MO2026-10-15
Courage Miller Partners, LLC
16,460$363.8K0.1%ETFVery LowNorfolk, VA2026-10-21
B. Riley Wealth Advisors, Inc.
16,282$359.8K0.0%GrowthLowMemphis, TN2026-10-13
Bigelow Investment Advisors, LLC
16,115$356.1K0.1%ETFLowPortland, ME2026-10-13
MKD Wealth Coaches, LLC
15,928$352.0K0.3%ETFVery LowTroy, MI2026-10-09
Legacy Edge Advisors, LLC
15,889$351.1K0.0%ETFVery LowSyosset, NY2026-11-06
Brighton Jones LLC
15,697$346.9K0.0%CoreVery LowSeattle, WA2026-11-03
Nova Financial LLC
15,469$341.9K0.1%N/AN/ATucson, AZ2026-11-04
PKS Advisory Services, LLC
15,368$355.5K0.1%ETFMediumAlbany, NY2026-10-26
Evolution Wealth Management Inc.
15,334$338.9K0.2%ETFMediumFort Myers, FL2026-10-28
Index Fund Advisors, Inc.
14,814$327.4K0.0%ETFVery LowIrvine, CA2026-11-05
StoneX Group Inc.
14,814$328.6K0.0%ETFMediumNew York, NY2026-11-03
FSM Wealth Advisors, LLC
14,759$326.5K0.0%ETFLowCleveland, OH2026-10-27
Stevens Capital Partners
14,336$316.8K0.1%ETFVery LowOmaha, NE2026-10-29
Apollon Wealth Management, LLC
14,185$313.5K0.0%GrowthLowMount Pleasant, SC2026-10-23
Diversified Investment Strategies, LLC
14,145$312.6K0.2%ValueLowBaton Rouge, LA2026-10-28
Burns J W & Co Inc
14,000$309.4K0.0%GrowthVery LowDewitt, NY2026-10-20
HUB Investment Partners, LLC
13,912$307.5K0.0%GrowthLowAustin, TX2026-11-03
Novem Group
13,902$307.2K0.0%ETFMediumRochester, NY2026-10-19
Oregon Pacific Wealth Management, LLC
13,745$303.8K0.3%ETFMediumMedford, OR2026-10-20
Fairway Wealth LLC
13,616$300.9K0.1%ETFLowIndependence, OH2026-10-30
Portland Financial Advisors Inc
13,412$296.4K0.5%ETFVery LowPort Washington, NY2026-10-26
HB Wealth Management, LLC
13,200$291.7K0.0%IndexVery LowAtlanta, GA2026-10-23
Grey Ledge Advisors, LLC
13,142$290.4K0.1%CoreLowGuilford, CT2026-11-02
L.K. Benson & Company, P.C.
13,138$290.4K0.1%YieldVery LowTimonium, MD2026-10-23
Forvis Mazars Wealth Advisors, LLC
13,038$288.1K0.0%ETFVery LowSpringfield, MO2026-10-13
Burk Holdings LLC
12,911$285.3K0.1%ETFVery LowTulsa, OK2026-11-05
Walker Financial Services, Inc.
12,840$283.8K0.1%ETFLowBowling Green, KY2026-10-26
Swmg, LLC
12,545$281.8K0.1%ETFMediumFort Worth, TX2026-10-23
Headland Capital, LLC
12,505$276.4K0.1%ValueVery LowMt. Pleasant, SC2026-11-06
Retirement Guys Formula LLC
12,171$269.0K0.1%CoreMediumMaumee, OH2026-10-26
True North Advisors, LLC
12,135$268.2K0.0%CoreMediumDallas, TX2026-10-22
Forum Financial Management, LP
12,104$267.5K0.0%ETFLowLombard, IL2026-10-16
Parkside Financial Bank & Trust
11,832$261.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
One Advisory Partners, LLC
11,822$261.3K0.1%ETFMediumOverland Park, KS2026-10-22
Professional Financial Advisors, LLC
11,320$250.2K0.0%ETFMediumNorth Platte, NE2026-10-13
US Bancorp \de\
11,292$249.6K0.0%IndexLowMinneapolis, MN2026-11-05
Partners Wealth Management, LLC
10,947$241.9K0.0%CoreLowCarmel By The Sea, CA2026-10-28
Elevation Wealth Management LLC
10,939$241.8K0.2%Agg GrowthLowEden Prairie, MN2026-11-02
Caliber Wealth Management, LLC / KS
10,919$241.3K0.0%ETFLowOverland Park, KS2026-11-04
GS Investments, Inc.
10,741$237.4K0.2%CoreVery LowEagan, MN2026-11-05
Wedbush Securities Inc
10,556$2330.0%CoreLowPasadena, CA2026-10-22
Acorn Wealth Advisors, LLC
10,407$230.0K0.1%ETFLowGrand Blanc, MI2026-10-19
Aspiriant, LLC
10,372$229.2K0.0%ETFVery LowLos Angeles, CA2026-10-16
J.W. Cole Advisors, Inc.
10,359$228.9K0.0%IndexLowTampa, FL2026-11-05
Cannon Financial Strategists, Inc.
10,307$227.8K0.0%ETFVery LowAthens, GA2026-10-19
Avidian Wealth Enterprises, LLC
10,277$227.1K0.0%ETFLowHouston, TX2026-10-08
Lewis Asset Management, LLC
10,236$226.2K0.1%GrowthLowLafayette, CA2026-10-14
Peak Wealth Management LLC
10,125$225.5K0.2%ETFMediumNashua, NH2026-10-26
Pinnacle Associates LTD
10,008$221.2K0.0%CoreLowNew York, NY2026-10-20
MidAtlantic Capital Management, Inc.
9,940$219.7K0.1%ETFVery LowRichmond, VA2026-11-05
Accelerate Investment Advisors LLC
9,713$214.7K0.1%ETFLowAliso Viejo, CA2026-11-02
Quartz Partners, LLC
9,504$210.0K0.1%GARPMediumSaratoga Springs, NY2026-11-03
Whelan Financial
9,252$204.5K0.1%ETFLowFresno, CA2026-10-28
Private Client Services, LLC
9,138$202.0K0.1%ETFMediumLouisville, KY2026-10-02
SRH Advisors, LLC
9,106$201.2K0.1%ETFVery LowSalina, KS2026-10-22
Davis Capital Management
8,957$198.0K0.1%CoreLowJacksonville, FL2026-10-08
Chapman Financial Group, LLC
8,930$197.4K0.1%CoreVery LowHonolulu, HI2026-10-26
CX Institutional
8,628$1910.0%CoreMediumAuburn, IN2026-10-02
Armstrong Advisory Group, Inc
7,670$169.5K0.0%ETFHighNeedham, MA2026-10-09
Murphy & Mullick Capital Management Corp
7,500$165.8K0.1%GrowthLowSmithtown, NY2026-11-02
Citigroup Inc
7,306$161.5K0.0%CoreMediumNew York, NY2026-11-04
Investors Research Corp
7,094$156.8K0.0%ETFLowAtlanta, GA2026-10-07
Eastern Bank
7,036$155.5K0.0%GrowthMediumBoston, MA2026-10-05
Spire Wealth Management
6,708$148.2K0.0%GrowthMediumMclean, VA2026-10-30
Wealth Enhancement Trust Services, Inc.
5,959$131.7K0.0%GrowthMediumSioux Falls, SD2026-10-07
Evensky & Katz LLC
5,801$1280.0%ETFVery LowCoral Gables, FL2026-10-27
Valley National Advisers Inc
5,757$127.2K0.0%ETFLowBethlehem, PA2026-10-23
CoreCap Advisors, LLC
4,969$109.8K0.0%ETFMediumSouthfield, MI2026-10-08
Fifth Third Bancorp
4,413$97.5K0.0%IndexVery LowCincinnati, OH2026-11-05
Bullock Wealth Management Group
4,368$96.4K0.0%GrowthLowBloomington, IN2026-10-09
Montgomery Financial Services LLC
4,046$89.4K0.1%ETFN/AOcean City, MD2026-11-03
Owl Creek Wealth Partners LLC
3,795$83.9K0.0%IndexLowGreenwood Village, CO2026-10-20
Granite Investment Partners, LLC
3,780$83.5K0.0%CoreMediumEl Segundo, CA2026-11-04
William Mack & Associates, Inc.
3,693$81.6K0.0%ETFLowTroy, MI2026-10-27
United Financial Planning Group LLC
3,398$75.1K0.0%ETFHighHauppauge, NY2026-11-04
Clearstead Advisors, LLC
3,361$74.3K0.0%ETFLowCleveland, OH2026-11-06
Cape Investment Advisory, Inc.
3,174$70.2K0.0%ETFLowMcdonough, GA2026-10-13
Tompkins Financial Corp
2,863$63.3K0.0%CoreLowIthaca, NY2026-10-05
Versant Capital Management, Inc
2,234$49.4K0.0%GARPLowPhoenix, AZ2026-10-02
Townsend Asset Management Corp
2,079$45.9K0.0%CoreLowRaleigh, NC2026-10-29
Signaturefd, LLC
1,948$43.0K0.0%IndexLowAtlanta, GA2026-10-23
Assetmark, Inc
1,659$36.7K0.0%ETFLowConcord, CA2026-10-21
Legacy Bridge, LLC
1,530$33.8K0.0%GrowthVery LowWest Des Moines, IA2026-10-28
Dhjj Financial Advisors, Ltd.
1,386$30.6K0.0%ETFVery LowNaperville, IL2026-10-23
Thompson Investment Management, Inc.
1,198$26.5K0.0%ValueMediumMadison, WI2026-10-14
Financial Management Professionals, Inc.
1,150$25.4K0.0%ETFMediumAustin, TX2026-10-23
Allworth Financial LP
1,066$24.7K0.0%IndexLowFolsom, CA2026-11-06
Gilpin Wealth Management, LLC
990$21.9K0.0%GrowthLowDenver, CO2026-10-09
Toth Financial Advisory Corp
958$21.2K0.0%CoreLowLeesburg, VA2026-10-08
Rosenberg Matthew Hamilton
930$20.6K0.0%ETFVery LowGrand Junction, CO2026-10-05
Peachtree Investment Partners, LLC
650$14.4K0.0%MomentumLowIndian River Shores,, FL2026-11-05
UMB Bank, n.a.
650$14.4K0.0%CoreLowKansas City, MO2026-11-06
Montag A & Associates Inc
598$13.2K0.0%CoreLowAtlanta, GA2026-10-29
American Capital Advisory, LLC
552$12.2K0.0%ETFLowKetchum, ID2026-10-28
Atmos Advisory, LLC
437$9.7K0.0%ETFVery LowPittsburgh, PA2026-10-06
EPG Wealth Management LLC
400$8.8K0.0%GrowthLowAtlanta, GA2026-11-03
Signature Equity Partners, LLC
392$8.7K0.0%GrowthMediumColumbus, OH2026-10-29
Barrett & Company, Inc.
378$8.4K0.0%ETFLowProvidence, RI2026-10-22
Trust Co
347$7.7K0.0%ETFVery LowManhattan, KS2026-10-09
Cassaday & Co Wealth Management LLC
345$7.6K0.0%ETFVery LowMclean, VA2026-10-27
McCarley & Cook Financial Planners
300$6.6K0.0%ETFLowCincinnati, OH2026-10-21
Main Street Group, LTD
296$6.5K0.0%ETFMediumGlen Allen, VA2026-10-28
Cordgrass Capital Advisors, LLC
291$6.4K0.0%CoreLowRaleigh, NC2026-10-30
Archer Investment Corp
284$6.3K0.0%CoreMediumCarmel, IN2026-11-05
Capital Investment Advisory Services, LLC
242$5.3K0.0%CoreMediumRaleigh, NC2026-10-30
Evermay Wealth Management LLC
221$4.9K0.0%ETFLowArlington, VA2026-11-05
Buck Wealth Strategies, LLC
214$4.7K0.0%ValueMediumDenver, CO2026-10-28
TD Waterhouse Canada Inc.
200$4.4K0.0%CoreLowToronto, Australia2026-10-16
Lodestone Wealth Management LLC
188$4.2K0.0%CoreLowSpokane, WA2026-10-14
Markowski Investments
170$3.8K0.0%ETFN/ATampa, FL2026-10-30
Westside Investment Management, Inc.
134$3.0K0.0%GrowthLowSanta Monica, CA2026-11-02
Birchbrook, Inc.
133$2.9K0.0%ETFLowBangor, ME2026-10-14
Wilkerson Advisory Group LLC
124$2.8K0.0%ETFMediumColumbia, MO2026-10-20
Silver Grove Financial Group, Inc.
122$2.7K0.0%CoreMediumOrchard Park, NY2026-11-05
Horrell Capital Management, Inc.
100$2.2K0.0%ValueVery LowLittle Rock, AR2026-10-08
Root Financial Partners, LLC
95$2.1K0.0%ETFMediumEncinitas, CA2026-10-21
Physician Wealth Advisors, Inc.
94$2.1K0.0%ETFMediumMidvale, UT2026-10-20
Tradewinds Capital Management, LLC
79$1.7K0.0%ETFVery HighBellingham, WA2026-10-23
Weaver Capital Management LLC
76$1.7K0.0%GrowthMediumSuwanee, GA2026-10-15
Carolina Wealth Advisors, LLC
76$1.7K0.0%YieldHighMyrtle Beach, SC2026-10-23
Mowery & Schoenfeld Wealth Management, LLC
7$1550.0%GrowthMediumLincolnshire, IL2026-10-28
Kings Path Partners LLC
6$1330.0%ETFVery LowSugar Land, TX2026-10-21
MJT & Associates Financial Advisory Group, Inc.
4$890.0%ETFLowMontevideo, MN2026-10-07