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Schwab US REIT ETF (SCHH)

CUSIP: 808524847 | NYSE | 1639 institutional holders

Quarters

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

Creative Planning19,218,489
0.2% of portfolio›$423.6M
Charles Schwab Trust Co1,484,025
1.9% of portfolio›$32.7M
Rational Advisors, Inc.1,379,286
2.8% of portfolio›$30.4M
Pioneer Wealth Management Group928,542
4.8% of portfolio›$20.5M
ZynergyRetirementPlanningLLC859,959
10.1% of portfolio›$19.0M
Krilogy Financial LLC537,644
0.3% of portfolio›$12.1M
Courage Miller Partners, LLC520,450
3.0% of portfolio›$11.5M
Firestone Capital Management494,038
2.0% of portfolio›$10.9M
Assetmark, Inc466,335
0.0% of portfolio›$10.3M
Vise Technologies, Inc.448,754
0.1% of portfolio›$9.9M
Grey Fox Wealth Advisors, LLC442,092
1.5% of portfolio›$9.7M
Wealth Management Resources, Inc.419,662
2.9% of portfolio›$9.2M
Avior Wealth Management, LLC409,884
0.2% of portfolio›$9.0M
Amicus Financial Advisors, LLC340,297
1.9% of portfolio›$7.5M
White & Co Financial Planning Inc280,104
4.0% of portfolio›$6.0M
Stanich Group LLC253,367
2.7% of portfolio›$5.6M
Cypress Point Wealth Management, LLC252,271
0.6% of portfolio›$5.6M
CoreCap Advisors, LLC251,809
0.2% of portfolio›$5.5M
Asset Allocation Strategies LLC248,410
0.8% of portfolio›$5.5M
Williams Financial, LLC246,423
2.8% of portfolio›$5.4M
Appleton Partners Inc238,799
0.0% of portfolio›$5.3K
Elevation Wealth Partners, LLC234,674
1.5% of portfolio›$5.2M
Frisco Financial Planning LLC233,012
4.0% of portfolio›$5.1M
Plancorp, LLC227,462
0.1% of portfolio›$5.2M
Wealth Enhancement Advisory Services, LLC208,272
0.0% of portfolio›$4.6M
Fiduciary Alliance LLC204,333
0.3% of portfolio›$4.5M
Perigon Wealth Management, LLC200,151
0.1% of portfolio›$4.4M
Farther Finance Advisors, LLC187,521
0.0% of portfolio›$4.1M
Omega Financial Group, LLC172,539
1.2% of portfolio›$3.8M
Upper Left Wealth Management, LLC171,016
2.0% of portfolio›$3.8M
SWS Partners164,934
0.8% of portfolio›$3.6M
Moisand Fitzgerald Tamayo, LLC164,686
0.4% of portfolio›$3.6M
Rooted Wealth Advisors, Inc.164,400
1.0% of portfolio›$3.9M
Sanders Morris Harris LLC160,979
0.5% of portfolio›$3.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management156,020
0.0% of portfolio›$3.4M
State of Alaska, Department of Revenue154,944
0.0% of portfolio›$3.4K
Bestgate Wealth Advisors, LLC142,527
2.0% of portfolio›$3.1M
Sagace Wealth Management LLC127,388
1.7% of portfolio›$2.8M
Guardian Financial Partners, LLC123,727
1.0% of portfolio›$2.7M
Landmark Wealth Management, LLC122,059
0.6% of portfolio›$2.7M
Kohmann Bosshard Financial Services, LLC118,457
0.2% of portfolio›$2.6M
Midwest Trust Co111,166
0.0% of portfolio›$2.5M
Davis Capital Management111,070
1.5% of portfolio›$2.4M
Cambridge Investment Research Advisors, Inc.107,975
0.0% of portfolio›$2.4K
Ramiah Investment Group105,145
1.8% of portfolio›$2.3M
MGO One Seven LLC104,403
0.0% of portfolio›$2.3M
Commonwealth Equity Services, LLC104,022
0.0% of portfolio›$2.3M
Wrenne Financial Planning LLC102,897
0.7% of portfolio›$2.3M
Black Diamond Financial, LLC102,790
0.2% of portfolio›$2.3M
Sachem Hill LLC101,489
0.4% of portfolio›$2.2M
Stockman Wealth Management, Inc.99,526
0.2% of portfolio›$2.2M
Epiq Partners, LLC96,468
0.9% of portfolio›$2.1M
FC Advisory LLC89,012
0.5% of portfolio›$2.0M
Patriot Investment Management Group, Inc.86,956
0.1% of portfolio›$1.9M
AWM Capital, LLC86,624
0.1% of portfolio›$1.9M
Apollon Wealth Management, LLC85,056
0.0% of portfolio›$1.9M
Hillcrest Wealth Advisors - NY, LLC79,750
0.6% of portfolio›$1.8M
Carter Financial Group, Inc.79,488
0.9% of portfolio›$1.8M
Independent Solutions Wealth Management, LLC77,441
0.2% of portfolio›$1.7M
Cape Investment Advisory, Inc.77,063
0.4% of portfolio›$1.7M
Braun-Bostich & Associates Inc.74,575
0.9% of portfolio›$1.6M
IFP Advisors, Inc72,952
0.0% of portfolio›$1.6M
Truist Financial Corp72,343
0.0% of portfolio›$1.6M
Csenge Advisory Group70,179
0.1% of portfolio›$1.5M
Tempus Wealth Planning, LLC69,328
0.3% of portfolio›$1.5M
HB Wealth Management, LLC65,761
0.0% of portfolio›$1.4M
Johnson Financial Group, LLC63,741
0.1% of portfolio›$1.4M
SeaCrest Wealth Management, LLC60,251
0.2% of portfolio›$1.3M
Allstreet Capital Advisors LLC58,997
0.9% of portfolio›$1.3M
Choreo, LLC56,867
0.0% of portfolio›$1.3M
BlueSky Wealth Advisors, LLC52,721
0.1% of portfolio›$1.2M
Integrity Alliance, Llc.52,002
0.0% of portfolio›$1.1M
Greenwood Capital Associates LLC51,863
0.1% of portfolio›$1.1M
Parkside Financial Bank & Trust51,610
0.1% of portfolio›$1.1M
Liberty Capital Management, Inc.50,092
0.2% of portfolio›$1.1M
Peterson Wealth Advisors, LLC49,844
0.1% of portfolio›$1.1M
Wealthcare Advisory Partners LLC49,259
0.0% of portfolio›$1.1M
Capital Investment Advisors, LLC48,050
0.0% of portfolio›$1.1M
Breakwater Investment Management47,609
0.3% of portfolio›$1.0M
Curbstone Financial Management Corp47,232
0.2% of portfolio›$1.0M
IFG Advisors, LLC44,953
0.1% of portfolio›$990.8K
SigFig Wealth Management, LLC44,022
0.0% of portfolio›$970.3K
Elwood & Goetz Wealth Advisory Group, LLC43,823
0.1% of portfolio›$965.9K
North Forty Two & Co.42,924
0.8% of portfolio›$946.0K
Odyssey Capital Advisors, Inc.42,243
0.7% of portfolio›$931.0K
Villere ST Denis J & Co LLC41,522
0.1% of portfolio›$915.1K
Foster Group, Inc.41,300
0.0% of portfolio›$910.3K
Yoder Wealth Management, Inc.40,364
0.3% of portfolio›$889.6K
Gradient Capital Advisors, LLC39,899
0.2% of portfolio›$879.4K
Chicago Partners Investment Group LLC39,477
0.0% of portfolio›$899.7K
Murphy & Mullick Capital Management Corp38,854
0.5% of portfolio›$856.3K
Wakefield Asset Management Lllp38,506
0.2% of portfolio›$848.7K
Fund Evaluation Group, LLC38,259
0.0% of portfolio›$843.2K
LCW Services, LLC37,332
0.3% of portfolio›$822.8K
RCW Management, LLC36,746
0.7% of portfolio›$809.9K
Cooke Wealth Management, LLC36,729
0.7% of portfolio›$809.5K
Aletheian Wealth Advisors LLC36,430
0.3% of portfolio›$802.9K
Signal Advisors Wealth, LLC35,711
0.0% of portfolio›$787.1K
Balboa Wealth Partners35,641
0.1% of portfolio›$785.5K
Droms Strauss Advisors Inc33,558
0.2% of portfolio›$739.6K
Walkner Condon Financial Advisors LLC31,782
0.1% of portfolio›$700.5K
Christensen, King & Associates Investment Services, Inc.31,601
0.3% of portfolio›$696.5K
Bailard, Inc.30,996
0.0% of portfolio›$683.2K
RFG Advisory, LLC30,683
0.0% of portfolio›$676.3K
Evergreen Capital Management LLC29,959
0.0% of portfolio›$660.3K
Parallel Advisors, LLC29,797
0.0% of portfolio›$656.7K
Rakuten Investment Management, Inc.29,769
0.0% of portfolio›$662.4K
Pacific Capital Wealth Advisors, Inc.29,511
0.1% of portfolio›$650.4K
Focus Financial Network, Inc.28,993
0.0% of portfolio›$639.0K
EverSource Wealth Advisors, LLC28,612
0.0% of portfolio›$630.6K
Altfest L J & Co Inc28,543
0.1% of portfolio›$629.1K
Pine Haven Investment Counsel, Inc27,369
0.4% of portfolio›$603.2K
Atria Investments, Inc27,283
0.0% of portfolio›$601.3K
PFG Advisors26,979
0.0% of portfolio›$594.6K
Dorato Capital Management26,766
0.4% of portfolio›$582.2K
Brown Wealth Management, LLC26,219
0.1% of portfolio›$577.9K
Lodestar Private Asset Management LLC25,832
0.0% of portfolio›$569.3K
WT Wealth Management25,078
0.2% of portfolio›$552.7K
Friedenthal Financial24,920
0.2% of portfolio›$549.2K
Bluestem Financial Advisors, LLC24,636
0.2% of portfolio›$543.0K
Park Avenue Securities LLC24,358
0.0% of portfolio›$537
Portland Financial Advisors Inc24,348
0.9% of portfolio›$536.6K
Facet Wealth, Inc.24,289
0.0% of portfolio›$535.3K
Clear Retirement Advice LLC24,235
0.4% of portfolio›$534.1K
Human Investing LLC23,909
0.1% of portfolio›$527.0K
Wilkins Miller Wealth Management, LLC23,813
0.3% of portfolio›$524.8K
StoneX Group Inc.23,798
0.0% of portfolio›$549.3K
R2 Capital Strategies, LLC21,488
0.2% of portfolio›$473.6K
XY Planning Network, Inc.21,142
0.1% of portfolio›$466.0K
IVC Wealth Advisors LLC20,746
0.2% of portfolio›$457.2K
Discipline Wealth Solutions, LLC20,617
0.0% of portfolio›$454.4K
Hardin Capital Partners, LLC20,599
0.2% of portfolio›$454.0K
Creative Financial Designs Inc20,382
0.0% of portfolio›$449.2K
Kingswood Wealth Advisors, LLC20,303
0.0% of portfolio›$447.5K
Carrera Capital Advisors20,294
0.1% of portfolio›$447.3K
Bigelow Investment Advisors, LLC19,724
0.2% of portfolio›$434.7K
Fonville Wealth Management LLC19,643
0.1% of portfolio›$432.9K
Certuity, LLC19,557
0.0% of portfolio›$431.0K
Kestra Advisory Services, LLC19,273
0.0% of portfolio›$424.8K
Whelan Financial18,977
0.1% of portfolio›$418.2K
Swmg, LLC18,783
0.1% of portfolio›$426.9K
Mission Wealth Management, LP18,438
0.0% of portfolio›$406.4K
WBH Advisory Inc18,423
0.0% of portfolio›$406.0K
BCS Wealth Management18,110
0.1% of portfolio›$399.2K
Thompson Investment Management, Inc.17,991
0.0% of portfolio›$396.5K
Blueline Advisors LLC17,906
0.3% of portfolio›$394.6K
Lederer & Associates Investment Counsel17,840
0.0% of portfolio›$393
CWA Asset Management Group, LLC17,562
0.0% of portfolio›$387.1K
Pinnacle Bancorp, Inc.17,201
0.1% of portfolio›$379.1K
Compass Financial Group, Inc17,164
0.0% of portfolio›$378.3K
Everhart Financial Group, Inc.17,050
0.0% of portfolio›$375.8K
Fifth Third Securities, Inc.16,768
0.0% of portfolio›$369.6K
Lee Financial Co16,621
0.0% of portfolio›$366.3K
Strategic Family Wealth Counselors, L.L.C.16,461
0.1% of portfolio›$362.8K
Root Financial Partners, LLC16,434
0.0% of portfolio›$362.2K
Antonelli Financial Advisors, LLC16,359
0.3% of portfolio›$361.0K
Keystone Global Partners, LLC16,285
0.1% of portfolio›$358.9K
Integral Investment Advisors, Inc.16,275
0.1% of portfolio›$358.7K
Strata Wealth Advisors, LLC15,775
0.1% of portfolio›$347.7K
Advantage Trust Co15,740
0.1% of portfolio›$346.9K
Bangor Savings Bank15,671
0.0% of portfolio›$345.4K
Modera Wealth Management, LLC15,487
0.0% of portfolio›$341.3K
United Advisor Group, LLC15,365
0.0% of portfolio›$338.7K
M Wealth Management, LLC15,353
0.3% of portfolio›$338.4K
Legacy Capital Wealth Partners, LLC15,146
0.1% of portfolio›$333.8K
RFG Holdings, Inc.15,063
0.1% of portfolio›$332.0K
Values Added Financial LLC15,061
0.1% of portfolio›$331.9K
Koshinski Asset Management, Inc.14,905
0.0% of portfolio›$328.5K
Rinkey Investments14,263
0.1% of portfolio›$314.4K
AlphaCore Capital LLC14,141
0.0% of portfolio›$311.7K
Alpha Omega Wealth Management LLC13,931
0.0% of portfolio›$307.0K
Grove Bank & Trust13,402
0.0% of portfolio›$295.4K
Elser Financial Planning, Inc13,321
0.0% of portfolio›$293.6K
Visionary Wealth Advisors13,254
0.0% of portfolio›$292.1K
Piscataqua Savings Bank13,196
0.2% of portfolio›$290.7K
FF Advisors,LLC12,959
0.1% of portfolio›$285.6K
Compass Financial Management LLC12,867
0.0% of portfolio›$283.6K
Watershed Private Wealth LLC12,595
0.1% of portfolio›$277.6K
Downshift Financial, LLC12,385
0.1% of portfolio›$273.0K
Heartwood Wealth Advisors LLC12,285
0.0% of portfolio›$270.8K
Cypress Financial Planning LLC12,176
0.1% of portfolio›$268.4K
Cambridge Advisors Inc.11,874
0.0% of portfolio›$261.7K
Cap Partners, LLC11,839
0.1% of portfolio›$260.9K
Allen Capital Group, LLC11,804
0.0% of portfolio›$260.2K
Apella Capital, LLC11,324
0.0% of portfolio›$246.3K
Moss Adams Wealth Advisors LLC11,324
0.0% of portfolio›$249.6K
Lewis Asset Management, LLC11,287
0.1% of portfolio›$248.8K
Skyline Advisors, Inc.10,736
0.1% of portfolio›$236.6K
Founders Financial Securities LLC10,519
0.0% of portfolio›$231.8K
Meridian Wealth Management, LLC10,392
0.0% of portfolio›$229.0K
KRM Wealth Management L.L.C.10,338
0.1% of portfolio›$227.8K
Diversified Portfolios, Inc.9,754
0.0% of portfolio›$215.0K
Plan A Wealth LLC9,541
0.1% of portfolio›$210.3K
Brookstone Capital Management9,489
0.0% of portfolio›$209.1K
Websterrogers Financial Advisors, LLC9,430
0.1% of portfolio›$207.8K
Simplicity Wealth,LLC9,201
0.0% of portfolio›$202.8K
JDH Wealth Management, LLC9,177
0.1% of portfolio›$202.3K
3 Factor Indexing, LLC6,522
0.1% of portfolio›$143.7K
Smallwood Wealth Investment Management, LLC6,008
0.1% of portfolio›$132.4K
Birchwood Financial Partners, Inc.4,825
0.1% of portfolio›$106.3K
Creative Capital Management Investments LLC4,393
0.0% of portfolio›$96.8K
Financial Network Wealth Advisors LLC3,906
0.1% of portfolio›$86.1K
Private Trust Co NA3,876
0.0% of portfolio›$85.4K
Mather Group, Llc.3,697
0.0% of portfolio›$81.5K
Bullock Wealth Management Group3,186
0.0% of portfolio›$69.7K
Blume Capital Management, Inc.2,980
0.0% of portfolio›$65.7K
Ascentis Independent Advisors2,463
0.0% of portfolio›$54.3K
Indiana Trust & Investment Management Co2,430
0.0% of portfolio›$53.6K
Covestor Ltd2,396
0.0% of portfolio›$53
Burk Holdings LLC2,362
0.0% of portfolio›$52.1K
Abound Wealth Management2,279
0.0% of portfolio›$50.2K
Lanark Financial, Inc.2,145
0.0% of portfolio›$47.3K
Capital Investment Advisory Services, LLC2,052
0.0% of portfolio›$45.2K
TD Private Client Wealth LLC1,993
0.0% of portfolio›$43.9K
Gables Capital Management Inc.1,908
0.0% of portfolio›$42.1K
Grey Ledge Advisors, LLC1,845
0.0% of portfolio›$40.7K
Signaturefd, LLC1,792
0.0% of portfolio›$39.5K
Bfsg, LLC1,548
0.0% of portfolio›$34.1K
Hoey Investments, Inc1,460
0.0% of portfolio›$32.2K
Independence Bank of Kentucky1,419
0.0% of portfolio›$31.3K
Cassaday & Co Wealth Management LLC1,291
0.0% of portfolio›$28.5K
Team Financial Group, LLC1,233
0.0% of portfolio›$27.2K
Asset Dedication, LLC1,205
0.0% of portfolio›$26.5K
Gilpin Wealth Management, LLC1,200
0.0% of portfolio›$26.4K
Tompkins Financial Corp1,106
0.0% of portfolio›$24.4K
Caldwell Trust Co1,093
0.0% of portfolio›$24.1K
MJT & Associates Financial Advisory Group, Inc.991
0.0% of portfolio›$21.8K
Pacific Center for Financial Services929
0.0% of portfolio›$20.5K
Fairway Wealth LLC870
0.0% of portfolio›$19.2K
John Boyer, Inc.832
0.0% of portfolio›$18.3K
Cullen T Bankers, Inc.760
0.0% of portfolio›$16.8K
Latitude Advisors, LLC756
0.0% of portfolio›$16.7K
Financial Consulate, Inc742
0.0% of portfolio›$16.4K
Glass Jacobson Investment Advisors llc740
0.0% of portfolio›$16.3K
Align Financial, LLC680
0.0% of portfolio›$15.0K
Mosley Wealth Management675
0.0% of portfolio›$15.1K
Dhjj Financial Advisors, Ltd.637
0.0% of portfolio›$14.0K
Golden State Wealth Management, LLC625
0.0% of portfolio›$13.8K
Noble Wealth Management PBC566
0.0% of portfolio›$12.5K
Morling Financial Advisors, LLC562
0.0% of portfolio›$12.4K
Buck Wealth Strategies, LLC554
0.0% of portfolio›$12.2K
Cdkv Holdings LLC532
0.0% of portfolio›$11.7K
Avion Wealth532
0.0% of portfolio›$11
CX Institutional521
0.0% of portfolio›$11
McCarley & Cook Financial Planners512
0.0% of portfolio›$11.3K
Valley National Advisers Inc417
0.0% of portfolio›$9.2K
Lodestone Wealth Management LLC416
0.0% of portfolio›$9.2K
1620 Investment Advisors, Inc.404
0.0% of portfolio›$8.9K
Key Capital Management, Inc402
0.0% of portfolio›$8.9K
Gamma Investing LLC390
0.0% of portfolio›$8.6K
Mascoma Wealth Management LLC390
0.0% of portfolio›$8.6K
Comprehensive Financial Planning, Inc.386
0.0% of portfolio›$8.5K
Main Street Group, LTD380
0.0% of portfolio›$8.4K
Pillar Financial Advisors, LLC365
0.0% of portfolio›$8.0K
Capital Advisors, Ltd. LLC357
0.0% of portfolio›$8
Key FInancial Inc349
0.0% of portfolio›$7.7K
Bell Investment Advisors, Inc335
0.0% of portfolio›$7.4K
Triumph Capital Management332
0.0% of portfolio›$7.3K
PFS Partners, LLC323
0.0% of portfolio›$7.1K
Nova Financial LLC313
0.0% of portfolio›$6.9K
Balentine LLC307
0.0% of portfolio›$6.8K
Barrett & Company, Inc.300
0.0% of portfolio›$6.6K
Citigroup Inc296
0.0% of portfolio›$6.5K
High Note Wealth, LLC274
0.0% of portfolio›$6.0K
Edgemoor Investment Advisors, Inc.260
0.0% of portfolio›$5.7K
Wolff Wiese Magana LLC250
0.0% of portfolio›$5.5K
Arlington Trust Co LLC242
0.0% of portfolio›$5.3K
Investors Research Corp231
0.0% of portfolio›$5.1K
Cherry Tree Wealth Management, LLC230
0.0% of portfolio›$5.1K
Pflug Koory, LLC224
0.0% of portfolio›$4.9K
Horrell Capital Management, Inc.220
0.0% of portfolio›$4.8K
TD Waterhouse Canada Inc.208
0.0% of portfolio›$4.5K
Sellwood Investment Partners LLC195
0.0% of portfolio›$4.3K
Signature Resources Capital Management, LLC194
0.0% of portfolio›$4.3K
Spire Wealth Management194
0.0% of portfolio›$4.3K
Brown, Lisle Ings, Inc.185
0.0% of portfolio›$4.1K
Hamilton Point Investment Advisors, LLC184
0.0% of portfolio›$4.1K
Adirondack Trust Co167
0.0% of portfolio›$3.7K
Allspring Global Investments Holdings, LLC149
0.0% of portfolio›$3.3K
CGC Financial Services, LLC147
0.0% of portfolio›$3.2K
Ashton Thomas Private Wealth, LLC142
0.0% of portfolio›$3.1K
Tradewinds Capital Management, LLC133
0.0% of portfolio›$2.9K
Chilton Capital Management LLC130
0.0% of portfolio›$2.9K
Costello Asset Management, Inc125
0.0% of portfolio›$2.8K
Barnes Dennig Private Wealth Management LLC120
0.0% of portfolio›$2.6K
Archer Investment Corp117
0.0% of portfolio›$2.6K
Wilkerson Advisory Group LLC109
0.0% of portfolio›$2.4K
Elevated Capital Advisors, LLC98
0.0% of portfolio›$2.2K
Atmos Advisory, LLC92
0.0% of portfolio›$2.0K
Blue Trust, Inc.90
0.0% of portfolio›$2.0K
Plante Moran Financial Advisors, LLC87
0.0% of portfolio›$1.9K
City State Bank85
0.0% of portfolio›$1.9K
William Mack & Associates, Inc.82
0.0% of portfolio›$1.8K
Rydar Equities, Inc.82
0.0% of portfolio›$1.8K
GoalVest Advisory LLC81
0.0% of portfolio›$1.8K
Nfsg Corp81
0.0% of portfolio›$1.8K
Kingdom Financial Group Llc.77
0.0% of portfolio›$1.7K
Gen-Wealth Partners Inc72
0.0% of portfolio›$1.6K
JFS Wealth Advisors, LLC70
0.0% of portfolio›$1.5K
Salomon & Ludwin, LLC67
0.0% of portfolio›$1.5K
Thurston, Springer, Miller, Herd & Titak, Inc.65
0.0% of portfolio›$1.4K
Westside Investment Management, Inc.64
0.0% of portfolio›$1.4K
IMG Wealth Management, Inc.61
0.0% of portfolio›$1.3K
GHP Investment Advisors, Inc.57
0.0% of portfolio›$1.3K
Midwest Capital Advisors, LLC55
0.0% of portfolio›$1.2K
Hurley Capital, LLC52
0.0% of portfolio›$1.1K
Essential Partners LLC51
0.0% of portfolio›$1.1K
Armor Investment Advisors, LLC49
0.0% of portfolio›$1.1K
American Capital Advisory, LLC49
0.0% of portfolio›$1.1K
Clayton Financial Group LLC48
0.0% of portfolio›$1.1K
MTM Investment Management, LLC39
0.0% of portfolio›$860
Rachor Investment Advisory Services, LLC39
0.0% of portfolio›$855
Trust Co of Toledo NA36
0.0% of portfolio›$793
Insight Inv LLC28
0.0% of portfolio›$617
Owl Creek Wealth Partners LLC26
0.0% of portfolio›$574
Hager Investment Management Services, LLC25
0.0% of portfolio›$551
Financial Management Professionals, Inc.16
0.0% of portfolio›$353
Networth Advisors, LLC11
0.0% of portfolio›$246
Kings Path Partners LLC1
0.0% of portfolio›$19
Maryland Capital Advisors Inc.1
0.0% of portfolio›$23
Raleigh Capital Management Inc.0
0.0% of portfolio›$8
Elyxium Wealth, LLC0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Creative Planning
19,218,489$423.6M0.2%IndexVery LowOverland Park, KS2026-11-02
Charles Schwab Trust Co
1,484,025$32.7M1.9%ETFLowHenderson, NV2026-10-15
Rational Advisors, Inc.
1,379,286$30.4M2.8%ETFMediumSan Juan, PR2026-11-02
Pioneer Wealth Management Group
928,542$20.5M4.8%ETFLowAustin, TX2026-10-09
ZynergyRetirementPlanningLLC
859,959$19.0M10.1%ETFVery LowRed Bank, NJ2026-10-08
Krilogy Financial LLC
537,644$12.1M0.3%GrowthLowSt. Louis, MO2026-10-13
Courage Miller Partners, LLC
520,450$11.5M3.0%ETFVery LowNorfolk, VA2026-10-21
Firestone Capital Management
494,038$10.9M2.0%ETFVery LowSouth Miami, FL2026-11-03
Assetmark, Inc
466,335$10.3M0.0%ETFLowConcord, CA2026-10-21
Vise Technologies, Inc.
448,754$9.9M0.1%IndexLowNew York, NY2026-10-29
Grey Fox Wealth Advisors, LLC
442,092$9.7M1.5%ETFLowRockland, DE2026-11-03
Wealth Management Resources, Inc.
419,662$9.2M2.9%ETFVery LowSmithfield, RI2026-10-21
Avior Wealth Management, LLC
409,884$9.0M0.2%ETFMediumOmaha, NE2026-10-13
Amicus Financial Advisors, LLC
340,297$7.5M1.9%ETFLowLubbock, TX2026-11-03
White & Co Financial Planning Inc
280,104$6.0M4.0%ETFVery LowSunnyside, WA2026-10-16
Stanich Group LLC
253,367$5.6M2.7%ETFVery LowMontauk, NY2026-10-16
Cypress Point Wealth Management, LLC
252,271$5.6M0.6%ETFLowDallas, TX2026-11-03
CoreCap Advisors, LLC
251,809$5.5M0.2%ETFMediumSouthfield, MI2026-10-08
Asset Allocation Strategies LLC
248,410$5.5M0.8%ETFMediumFarmington, MI2026-10-20
Williams Financial, LLC
246,423$5.4M2.8%ETFMediumNorth Bennington, VT2026-10-19
Appleton Partners Inc
238,799$5.3K0.0%GrowthLowBoston, MA2026-10-30
Elevation Wealth Partners, LLC
234,674$5.2M1.5%ETFLowWalnut Creek, CA2026-10-07
Frisco Financial Planning LLC
233,012$5.1M4.0%ETFVery LowFrisco, TX2026-10-05
Plancorp, LLC
227,462$5.2M0.1%ETFLowSaint Louis, MO2026-11-03
Wealth Enhancement Advisory Services, LLC
208,272$4.6M0.0%CoreLowPlymouth, MN2026-10-13
Fiduciary Alliance LLC
204,333$4.5M0.3%CoreMediumGreenville, SC2026-10-13
Perigon Wealth Management, LLC
200,151$4.4M0.1%GrowthLowSan Francisco, CA2026-10-22
Farther Finance Advisors, LLC
187,521$4.1M0.0%IndexLowSan Francisco, CA2026-10-08
Omega Financial Group, LLC
172,539$3.8M1.2%ETFVery LowSanta Barbara, CA2026-10-29
Upper Left Wealth Management, LLC
171,016$3.8M2.0%ETFMediumTampa, FL2026-10-14
SWS Partners
164,934$3.6M0.8%GrowthMediumColumbus, OH2026-10-26
Moisand Fitzgerald Tamayo, LLC
164,686$3.6M0.4%ETFVery LowOrlando, FL2026-10-15
Rooted Wealth Advisors, Inc.
164,400$3.9M1.0%ETFLowBourbonnais, IL2026-11-03
Sanders Morris Harris LLC
160,979$3.6M0.5%GARPLowHouston, TX2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
156,020$3.4M0.0%GrowthVery LowSeattle, WA2026-10-27
State of Alaska, Department of Revenue
154,944$3.4K0.0%CoreVery LowJuneau, AK2026-10-15
Bestgate Wealth Advisors, LLC
142,527$3.1M2.0%ETFLowFrederick, MD2026-10-13
Sagace Wealth Management LLC
127,388$2.8M1.7%ETFLowSt. Petersburg, FL2026-10-28
Guardian Financial Partners, LLC
123,727$2.7M1.0%ETFLowOrange, CA2026-11-04
Landmark Wealth Management, LLC
122,059$2.7M0.6%ETFVery LowMelville, NY2026-11-03
Kohmann Bosshard Financial Services, LLC
118,457$2.6M0.2%ETFLowFairlawn, OH2026-11-04
Midwest Trust Co
111,166$2.5M0.0%CoreLowOverland Park, KS2026-10-22
Davis Capital Management
111,070$2.4M1.5%CoreLowJacksonville, FL2026-10-08
Cambridge Investment Research Advisors, Inc.
107,975$2.4K0.0%ETFLowFairfield, IA2026-11-02
Ramiah Investment Group
105,145$2.3M1.8%ETFHighBrookfield, WI2026-10-20
MGO One Seven LLC
104,403$2.3M0.0%GrowthLowBeachwood, OH2026-10-28
Commonwealth Equity Services, LLC
104,022$2.3M0.0%ETFLowWaltham, MA2026-11-02
Wrenne Financial Planning LLC
102,897$2.3M0.7%ETFVery LowLexington, KY2026-10-30
Black Diamond Financial, LLC
102,790$2.3M0.2%ETFVery LowTowson, MD2026-10-26
Sachem Hill LLC
101,489$2.2M0.4%ETFVery LowDenver, CO2026-10-14
Stockman Wealth Management, Inc.
99,526$2.2M0.2%CoreLowBillings, MT2026-10-27
Epiq Partners, LLC
96,468$2.1M0.9%YieldLowMinneapolis, MN2026-10-07
FC Advisory LLC
89,012$2.0M0.5%ETFVery LowWest Chester, PA2026-10-05
Patriot Investment Management Group, Inc.
86,956$1.9M0.1%ETFVery LowKnoxville, TN2026-10-15
AWM Capital, LLC
86,624$1.9M0.1%ETFLowPhoenix, AZ2026-10-16
Apollon Wealth Management, LLC
85,056$1.9M0.0%GrowthLowMount Pleasant, SC2026-10-23
Hillcrest Wealth Advisors - NY, LLC
79,750$1.8M0.6%ETFVery LowHazlet, NJ2026-10-22
Carter Financial Group, Inc.
79,488$1.8M0.9%GrowthLowBarrington, IL2026-10-21
Independent Solutions Wealth Management, LLC
77,441$1.7M0.2%GrowthLowWilliamsville, NY2026-10-28
Cape Investment Advisory, Inc.
77,063$1.7M0.4%ETFLowMcdonough, GA2026-10-13
Braun-Bostich & Associates Inc.
74,575$1.6M0.9%ETFMediumCanonsburg, PA2026-10-20
IFP Advisors, Inc
72,952$1.6M0.0%GrowthLowTampa, FL2026-10-16
Truist Financial Corp
72,343$1.6M0.0%CoreLowCharlotte, NC2026-10-30
Csenge Advisory Group
70,179$1.5M0.1%ETFMediumClearwater, FL2026-11-04
Tempus Wealth Planning, LLC
69,328$1.5M0.3%ETFMediumIrvine, CA2026-10-14
HB Wealth Management, LLC
65,761$1.4M0.0%IndexVery LowAtlanta, GA2026-10-23
Johnson Financial Group, LLC
63,741$1.4M0.1%ETFLowDenver, CO2026-11-03
SeaCrest Wealth Management, LLC
60,251$1.3M0.2%GrowthLowPurchase, NY2026-10-21
Allstreet Capital Advisors LLC
58,997$1.3M0.9%ETFVery LowLos Angeles, CA2026-11-04
Choreo, LLC
56,867$1.3M0.0%IndexLowRockford, IL2026-10-28
BlueSky Wealth Advisors, LLC
52,721$1.2M0.1%ETFMediumNew Bern, NC2026-10-29
Integrity Alliance, Llc.
52,002$1.1M0.0%ETFMediumUrbandale, IA2026-10-29
Greenwood Capital Associates LLC
51,863$1.1M0.1%CoreMediumGreenwood, SC2026-10-27
Parkside Financial Bank & Trust
51,610$1.1M0.1%CoreVery LowSaint Louis, MO2026-10-27
Liberty Capital Management, Inc.
50,092$1.1M0.2%CoreVery LowBirmingham, MI2026-11-02
Peterson Wealth Advisors, LLC
49,844$1.1M0.1%ETFLowOrem, UT2026-10-08
Wealthcare Advisory Partners LLC
49,259$1.1M0.0%ETFLowWest Chester, PA2026-10-21
Capital Investment Advisors, LLC
48,050$1.1M0.0%CoreLowAtlanta, GA2026-10-22
Breakwater Investment Management
47,609$1.0M0.3%ETFLowSeattle, WA2026-10-20
Curbstone Financial Management Corp
47,232$1.0M0.2%CoreLowManchester, NH2026-10-21
IFG Advisors, LLC
44,953$990.8K0.1%ETFVery LowSt. Louis, MO2026-10-15
SigFig Wealth Management, LLC
44,022$970.3K0.0%ETFLowSan Francisco, CA2026-10-07
Elwood & Goetz Wealth Advisory Group, LLC
43,823$965.9K0.1%ETFLowAthens, GA2026-10-28
North Forty Two & Co.
42,924$946.0K0.8%ETFVery LowLake Oswego, OR2026-10-19
Odyssey Capital Advisors, Inc.
42,243$931.0K0.7%ETFLowBala Cynwyd, PA2026-10-26
Villere ST Denis J & Co LLC
41,522$915.1K0.1%ValueVery LowNew Orleans, LA2026-11-04
Foster Group, Inc.
41,300$910.3K0.0%ETFVery LowUrbandale, IA2026-10-13
Yoder Wealth Management, Inc.
40,364$889.6K0.3%ETFLowWalnut Creek, CA2026-10-13
Gradient Capital Advisors, LLC
39,899$879.4K0.2%ETFLowSan Diego, CA2026-10-21
Chicago Partners Investment Group LLC
39,477$899.7K0.0%GARPLowChicago, IL2026-10-27
Murphy & Mullick Capital Management Corp
38,854$856.3K0.5%GrowthLowSmithtown, NY2026-11-02
Wakefield Asset Management Lllp
38,506$848.7K0.2%ValueMediumEnglewood, CO2026-11-05
Fund Evaluation Group, LLC
38,259$843.2K0.0%ETFLowCincinnati, OH2026-11-05
LCW Services, LLC
37,332$822.8K0.3%ETFLowVirginia Beach, VA2026-10-21
RCW Management, LLC
36,746$809.9K0.7%ETFVery LowJacksonville, FL2026-10-30
Cooke Wealth Management, LLC
36,729$809.5K0.7%ETFVery LowIrvine, CA2026-10-13
Aletheian Wealth Advisors LLC
36,430$802.9K0.3%ETFVery LowBellevue, WA2026-10-08
Signal Advisors Wealth, LLC
35,711$787.1K0.0%ETFLowDetroit, MI2026-10-13
Balboa Wealth Partners
35,641$785.5K0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
Droms Strauss Advisors Inc
33,558$739.6K0.2%ETFLowSt. Louis, MO2026-11-03
Walkner Condon Financial Advisors LLC
31,782$700.5K0.1%ETFLowVerona, WI2026-11-02
Christensen, King & Associates Investment Services, Inc.
31,601$696.5K0.3%ETFVery LowRichland, WA2026-10-22
Bailard, Inc.
30,996$683.2K0.0%GrowthMediumFoster City, CA2026-10-13
RFG Advisory, LLC
30,683$676.3K0.0%ETFMediumBirmingham, AL2026-11-03
Evergreen Capital Management LLC
29,959$660.3K0.0%GARPMediumBellevue, WA2026-10-23
Parallel Advisors, LLC
29,797$656.7K0.0%IndexLowSan Francisco, CA2026-11-03
Rakuten Investment Management, Inc.
29,769$662.4K0.0%ETFMediumTokyo, Mexico2026-10-30
Pacific Capital Wealth Advisors, Inc.
29,511$650.4K0.1%ETFLowCorona, CA2026-10-22
Focus Financial Network, Inc.
28,993$639.0K0.0%ETFLowMinneapolis, MN2026-10-14
EverSource Wealth Advisors, LLC
28,612$630.6K0.0%CoreMediumBirmingham, AL2026-11-04
Altfest L J & Co Inc
28,543$629.1K0.1%ETFHighNew York, NY2026-10-27
Pine Haven Investment Counsel, Inc
27,369$603.2K0.4%CoreVery LowFairhaven, MA2026-11-02
Atria Investments, Inc
27,283$601.3K0.0%CoreMediumCharlotte, NC2026-10-15
PFG Advisors
26,979$594.6K0.0%ETFMediumPhoenix, AZ2026-10-16
Dorato Capital Management
26,766$582.2K0.4%ValueVery LowDenver, CO2026-10-08
Brown Wealth Management, LLC
26,219$577.9K0.1%ETFMediumNaperville, IL2026-10-20
Lodestar Private Asset Management LLC
25,832$569.3K0.0%ETFLowAlamo, CA2026-10-26
WT Wealth Management
25,078$552.7K0.2%ETFMediumScottsdale, AZ2026-10-13
Friedenthal Financial
24,920$549.2K0.2%ETFHighMarlton, NJ2026-10-27
Bluestem Financial Advisors, LLC
24,636$543.0K0.2%ETFVery LowSavoy, IL2026-10-20
Park Avenue Securities LLC
24,358$5370.0%ETFMediumNew York, NY2026-10-26
Portland Financial Advisors Inc
24,348$536.6K0.9%ETFVery LowPort Washington, NY2026-10-26
Facet Wealth, Inc.
24,289$535.3K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Clear Retirement Advice LLC
24,235$534.1K0.4%ETFVery LowSan Mateo, CA2026-10-22
Human Investing LLC
23,909$527.0K0.1%ETFVery LowLake Oswego, OR2026-10-19
Wilkins Miller Wealth Management, LLC
23,813$524.8K0.3%ETFVery LowMobile, AL2026-10-13
StoneX Group Inc.
23,798$549.3K0.0%ETFMediumNew York, NY2026-11-03
R2 Capital Strategies, LLC
21,488$473.6K0.2%ETFN/ALincoln, NE2026-10-15
XY Planning Network, Inc.
21,142$466.0K0.1%ETFLowBozeman, MT2026-10-14
IVC Wealth Advisors LLC
20,746$457.2K0.2%GrowthLowSilverdale, PA2026-10-23
Discipline Wealth Solutions, LLC
20,617$454.4K0.0%ETFLowGreenville, SC2026-10-14
Hardin Capital Partners, LLC
20,599$454.0K0.2%YieldVery LowGreenville, SC2026-10-09
Creative Financial Designs Inc
20,382$449.2K0.0%ETFMediumKokomo, IN2026-11-04
Kingswood Wealth Advisors, LLC
20,303$447.5K0.0%GrowthLowSan Diego, CA2026-10-23
Carrera Capital Advisors
20,294$447.3K0.1%ETFMediumTroy, MI2026-11-03
Bigelow Investment Advisors, LLC
19,724$434.7K0.2%ETFLowPortland, ME2026-10-13
Fonville Wealth Management LLC
19,643$432.9K0.1%ETFVery LowRichmond, VA2026-10-28
Certuity, LLC
19,557$431.0K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Kestra Advisory Services, LLC
19,273$424.8K0.0%CoreLowAustin, TX2026-11-02
Whelan Financial
18,977$418.2K0.1%ETFLowFresno, CA2026-10-28
Swmg, LLC
18,783$426.9K0.1%ETFMediumFort Worth, TX2026-10-23
Mission Wealth Management, LP
18,438$406.4K0.0%ETFLowSanta Barbara, CA2026-10-15
WBH Advisory Inc
18,423$406.0K0.0%ETFLowBaltimore, MD2026-11-05
BCS Wealth Management
18,110$399.2K0.1%ETFVery LowJohnson City, TN2026-11-03
Thompson Investment Management, Inc.
17,991$396.5K0.0%ValueMediumMadison, WI2026-10-14
Blueline Advisors LLC
17,906$394.6K0.3%ETFLowExeter, NH2026-10-15
Lederer & Associates Investment Counsel
17,840$3930.0%GrowthLowLong Beach, CA2026-10-23
CWA Asset Management Group, LLC
17,562$387.1K0.0%CoreMediumNaples, FL2026-10-19
Pinnacle Bancorp, Inc.
17,201$379.1K0.1%CoreVery LowBeatrice, NE2026-10-21
Compass Financial Group, Inc
17,164$378.3K0.0%ETFVery LowSioux Falls, SD2026-10-13
Everhart Financial Group, Inc.
17,050$375.8K0.0%ETFLowDublin, OH2026-10-08
Fifth Third Securities, Inc.
16,768$369.6K0.0%ETFLowCincinnati, OH2026-10-21
Lee Financial Co
16,621$366.3K0.0%ETFVery LowDallas, TX2026-10-16
Strategic Family Wealth Counselors, L.L.C.
16,461$362.8K0.1%ETFVery LowFairfield, NJ2026-10-29
Root Financial Partners, LLC
16,434$362.2K0.0%ETFMediumEncinitas, CA2026-10-21
Antonelli Financial Advisors, LLC
16,359$361.0K0.3%ETFLowGrosse Pointe, MI2026-10-13
Keystone Global Partners, LLC
16,285$358.9K0.1%ETFMediumDenver, CO2026-10-13
Integral Investment Advisors, Inc.
16,275$358.7K0.1%ETFVery LowTurlock, CA2026-11-03
Strata Wealth Advisors, LLC
15,775$347.7K0.1%ETFLowDallas, TX2026-10-16
Advantage Trust Co
15,740$346.9K0.1%ETFVery LowSalina, KS2026-10-19
Bangor Savings Bank
15,671$345.4K0.0%ETFLowBangor, ME2026-10-06
Modera Wealth Management, LLC
15,487$341.3K0.0%ETFVery LowWestwood, NJ2026-10-28
United Advisor Group, LLC
15,365$338.7K0.0%ETFLowCincinnati, OH2026-11-03
M Wealth Management, LLC
15,353$338.4K0.3%ETFVery LowSan Diego, CA2026-10-14
Legacy Capital Wealth Partners, LLC
15,146$333.8K0.1%CoreMediumLittle Rock, AR2026-10-21
RFG Holdings, Inc.
15,063$332.0K0.1%ETFLowArgyle, TX2026-10-30
Values Added Financial LLC
15,061$331.9K0.1%ETFLowWashington, DC2026-10-28
Koshinski Asset Management, Inc.
14,905$328.5K0.0%ETFLowDecatur, IL2026-10-29
Rinkey Investments
14,263$314.4K0.1%ETFLowSan Diego, CA2026-10-28
AlphaCore Capital LLC
14,141$311.7K0.0%ETFLowLa Jolla, CA2026-11-04
Alpha Omega Wealth Management LLC
13,931$307.0K0.0%ValueLowRichmond, VA2026-10-23
Grove Bank & Trust
13,402$295.4K0.0%ETFLowMiami, FL2026-10-08
Elser Financial Planning, Inc
13,321$293.6K0.0%GARPLowIndianapolis, IN2026-10-16
Visionary Wealth Advisors
13,254$292.1K0.0%ETFLowO'Fallon, IL2026-11-04
Piscataqua Savings Bank
13,196$290.7K0.2%CoreVery LowPortsmouth, NH2026-10-21
FF Advisors,LLC
12,959$285.6K0.1%ETFLowManhattan Beach, CA2026-10-21
Compass Financial Management LLC
12,867$283.6K0.0%CoreN/ATampa, FL2026-10-30
Watershed Private Wealth LLC
12,595$277.6K0.1%ETFMediumOak Brook, IL2026-10-30
Downshift Financial, LLC
12,385$273.0K0.1%ETFLowBoulder, CO2026-10-13
Heartwood Wealth Advisors LLC
12,285$270.8K0.0%ETFLowRichmond, VA2026-10-05
Cypress Financial Planning LLC
12,176$268.4K0.1%ETFLowHaddon Heights, NJ2026-10-09
Cambridge Advisors Inc.
11,874$261.7K0.0%ETFVery LowOmaha, NE2026-10-19
Cap Partners, LLC
11,839$260.9K0.1%ETFLowFranklin, TN2026-10-19
Allen Capital Group, LLC
11,804$260.2K0.0%CoreLowGrand Island, NE2026-10-27
Apella Capital, LLC
11,324$246.3K0.0%ETFVery LowWest Hartford, CT2026-10-08
Moss Adams Wealth Advisors LLC
11,324$249.6K0.0%ETFLowSeattle, WA2026-10-28
Lewis Asset Management, LLC
11,287$248.8K0.1%GrowthLowLafayette, CA2026-10-14
Skyline Advisors, Inc.
10,736$236.6K0.1%ETFMediumBellingham, WA2026-11-03
Founders Financial Securities LLC
10,519$231.8K0.0%ETFMediumTowson, MD2026-10-28
Meridian Wealth Management, LLC
10,392$229.0K0.0%GrowthLowLexington, KY2026-11-05
KRM Wealth Management L.L.C.
10,338$227.8K0.1%ETFVery LowReno, NV2026-11-02
Diversified Portfolios, Inc.
9,754$215.0K0.0%ETFLowBloomfield Hills, MI2026-11-04
Plan A Wealth LLC
9,541$210.3K0.1%CoreLowLincoln, NE2026-10-08
Brookstone Capital Management
9,489$209.1K0.0%ETFMediumWheaton, IL2026-10-22
Websterrogers Financial Advisors, LLC
9,430$207.8K0.1%ETFVery LowFlorence, SC2026-11-02
Simplicity Wealth,LLC
9,201$202.8K0.0%ETFLowSummit, NJ2026-10-23
JDH Wealth Management, LLC
9,177$202.3K0.1%ETFVery LowSanta Rosa, CA2026-10-20
3 Factor Indexing, LLC
6,522$143.7K0.1%ETFLowSacramento, CA2026-10-15
Smallwood Wealth Investment Management, LLC
6,008$132.4K0.1%ETFVery LowRed Bank, NJ2026-10-30
Birchwood Financial Partners, Inc.
4,825$106.3K0.1%ETFVery LowBloomington, MN2026-11-02
Creative Capital Management Investments LLC
4,393$96.8K0.0%ETFLowSan Diego, CA2026-10-28
Financial Network Wealth Advisors LLC
3,906$86.1K0.1%ETFLowMurray, UT2026-10-28
Private Trust Co NA
3,876$85.4K0.0%CoreLowCleveland, OH2026-10-20
Mather Group, Llc.
3,697$81.5K0.0%ETFMediumChicago, IL2026-10-14
Bullock Wealth Management Group
3,186$69.7K0.0%GrowthLowBloomington, IN2026-10-09
Blume Capital Management, Inc.
2,980$65.7K0.0%CoreMediumBerkeley, CA2026-10-26
Ascentis Independent Advisors
2,463$54.3K0.0%ETFLowDallas, TX2026-11-03
Indiana Trust & Investment Management Co
2,430$53.6K0.0%GrowthLowMishawaka, IN2026-10-22
Covestor Ltd
2,396$530.0%ValueHighLondon, United Kingdom2026-10-30
Burk Holdings LLC
2,362$52.1K0.0%ETFVery LowTulsa, OK2026-11-05
Abound Wealth Management
2,279$50.2K0.0%ETFVery LowFranklin, TN2026-10-26
Lanark Financial, Inc.
2,145$47.3K0.0%CoreMediumBirmingham, AL2026-10-26
Capital Investment Advisory Services, LLC
2,052$45.2K0.0%CoreMediumRaleigh, NC2026-10-30
TD Private Client Wealth LLC
1,993$43.9K0.0%ETFLowNew York, NY2026-10-28
Gables Capital Management Inc.
1,908$42.1K0.0%GrowthVery LowMiami, FL2026-11-04
Grey Ledge Advisors, LLC
1,845$40.7K0.0%CoreLowGuilford, CT2026-11-02
Signaturefd, LLC
1,792$39.5K0.0%IndexLowAtlanta, GA2026-10-23
Bfsg, LLC
1,548$34.1K0.0%CoreLowIrvine, CA2026-10-30
Hoey Investments, Inc
1,460$32.2K0.0%Agg GrowthLowCoatesville, PA2026-10-29
Independence Bank of Kentucky
1,419$31.3K0.0%GrowthLowOwensboro, KY2026-10-26
Cassaday & Co Wealth Management LLC
1,291$28.5K0.0%ETFVery LowMclean, VA2026-10-27
Team Financial Group, LLC
1,233$27.2K0.0%ETFLowTemecula, CA2026-10-30
Asset Dedication, LLC
1,205$26.5K0.0%ETFLowSan Francisco, CA2026-11-03
Gilpin Wealth Management, LLC
1,200$26.4K0.0%GrowthLowDenver, CO2026-10-09
Tompkins Financial Corp
1,106$24.4K0.0%CoreLowIthaca, NY2026-10-05
Caldwell Trust Co
1,093$24.1K0.0%GrowthLowVenice, FL2026-10-30
MJT & Associates Financial Advisory Group, Inc.
991$21.8K0.0%ETFLowMontevideo, MN2026-10-07
Pacific Center for Financial Services
929$20.5K0.0%ETFMediumDanville, CA2026-10-15
Fairway Wealth LLC
870$19.2K0.0%ETFLowIndependence, OH2026-10-30
John Boyer, Inc.
832$18.3K0.0%ETFMediumTampa, FL2026-10-27
Cullen T Bankers, Inc.
760$16.8K0.0%GrowthLowSan Antonio, TX2026-10-28
Latitude Advisors, LLC
756$16.7K0.0%ETFLowYorkville, IL2026-10-27
Financial Consulate, Inc
742$16.4K0.0%ETFLowHunt Valley, MD2026-10-23
Glass Jacobson Investment Advisors llc
740$16.3K0.0%ETFLowOwings Mills, MD2026-10-26
Align Financial, LLC
680$15.0K0.0%ETFVery LowHermantown, MN2026-10-16
Mosley Wealth Management
675$15.1K0.0%ETFHighAnaheim, CA2026-10-16
Dhjj Financial Advisors, Ltd.
637$14.0K0.0%ETFVery LowNaperville, IL2026-10-23
Golden State Wealth Management, LLC
625$13.8K0.0%ETFMediumSanta Ana, CA2026-11-02
Noble Wealth Management PBC
566$12.5K0.0%YieldMediumGreenwood Village, CO2026-10-01
Morling Financial Advisors, LLC
562$12.4K0.0%ETFLowFremont, CA2026-10-28
Buck Wealth Strategies, LLC
554$12.2K0.0%ValueMediumDenver, CO2026-10-28
Cdkv Holdings LLC
532$11.7K0.0%ETFMediumDenver, CO2026-10-28
Avion Wealth
532$110.0%ETFLowThe Woodlands, TX2026-11-04
CX Institutional
521$110.0%CoreMediumAuburn, IN2026-10-02
McCarley & Cook Financial Planners
512$11.3K0.0%ETFLowCincinnati, OH2026-10-21
Valley National Advisers Inc
417$9.2K0.0%ETFLowBethlehem, PA2026-10-23
Lodestone Wealth Management LLC
416$9.2K0.0%CoreLowSpokane, WA2026-10-14
1620 Investment Advisors, Inc.
404$8.9K0.0%ValueLowPlymouth, MA2026-11-04
Key Capital Management, Inc
402$8.9K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Gamma Investing LLC
390$8.6K0.0%IndexVery LowFoster City, CA2026-10-08
Mascoma Wealth Management LLC
390$8.6K0.0%ETFVery LowHanover, NH2026-10-23
Comprehensive Financial Planning, Inc.
386$8.5K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Main Street Group, LTD
380$8.4K0.0%ETFMediumGlen Allen, VA2026-10-28
Pillar Financial Advisors, LLC
365$8.0K0.0%ETFVery LowLouisville, KY2026-10-21
Capital Advisors, Ltd. LLC
357$80.0%ETFLowShaker Heights, OH2026-10-27
Key FInancial Inc
349$7.7K0.0%ETFLowWest Chester, PA2026-11-02
Bell Investment Advisors, Inc
335$7.4K0.0%ETFVery LowOrinda, CA2026-10-29
Triumph Capital Management
332$7.3K0.0%ETFMediumDenver, CO2026-10-14
PFS Partners, LLC
323$7.1K0.0%ETFVery LowMine Hill, NJ2026-10-21
Nova Financial LLC
313$6.9K0.0%N/AN/ATucson, AZ2026-11-04
Balentine LLC
307$6.8K0.0%ETFLowAtlanta, GA2026-11-03
Barrett & Company, Inc.
300$6.6K0.0%ETFLowProvidence, RI2026-10-22
Citigroup Inc
296$6.5K0.0%CoreMediumNew York, NY2026-11-04
High Note Wealth, LLC
274$6.0K0.0%ETFVery LowDeephaven, MN2026-10-27
Edgemoor Investment Advisors, Inc.
260$5.7K0.0%CoreVery LowBethesda, MD2026-11-03
Wolff Wiese Magana LLC
250$5.5K0.0%GrowthLowCarslbad, CA2026-10-15
Arlington Trust Co LLC
242$5.3K0.0%ETFMediumBirmingham, AL2026-10-20
Investors Research Corp
231$5.1K0.0%ETFLowAtlanta, GA2026-10-07
Cherry Tree Wealth Management, LLC
230$5.1K0.0%ETFVery LowMinnetonka, MN2026-10-15
Pflug Koory, LLC
224$4.9K0.0%CoreVery LowOmaha, NE2026-10-26
Horrell Capital Management, Inc.
220$4.8K0.0%ValueVery LowLittle Rock, AR2026-10-08
TD Waterhouse Canada Inc.
208$4.5K0.0%CoreLowToronto, Australia2026-10-16
Sellwood Investment Partners LLC
195$4.3K0.0%ETFLowPortland, OR2026-11-03
Signature Resources Capital Management, LLC
194$4.3K0.0%ETFLowNewport Beach, CA2026-10-16
Spire Wealth Management
194$4.3K0.0%GrowthMediumMclean, VA2026-10-30
Brown, Lisle Ings, Inc.
185$4.1K0.0%CoreVery LowProvidence, RI2026-10-16
Hamilton Point Investment Advisors, LLC
184$4.1K0.0%CoreLowChapel Hill, NC2026-11-03
Adirondack Trust Co
167$3.7K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Allspring Global Investments Holdings, LLC
149$3.3K0.0%CoreMediumCharlotte, NC2026-11-04
CGC Financial Services, LLC
147$3.2K0.0%ETFLowLake Oswego, OR2026-10-13
Ashton Thomas Private Wealth, LLC
142$3.1K0.0%CoreMediumScottsdale, AZ2026-11-03
Tradewinds Capital Management, LLC
133$2.9K0.0%ETFVery HighBellingham, WA2026-10-23
Chilton Capital Management LLC
130$2.9K0.0%GrowthMediumHouston, TX2026-10-28
Costello Asset Management, Inc
125$2.8K0.0%CoreLowFeasterville, PA2026-10-30
Barnes Dennig Private Wealth Management LLC
120$2.6K0.0%CoreLowCincinnati, OH2026-10-30
Archer Investment Corp
117$2.6K0.0%CoreMediumCarmel, IN2026-11-05
Wilkerson Advisory Group LLC
109$2.4K0.0%ETFMediumColumbia, MO2026-10-20
Elevated Capital Advisors, LLC
98$2.2K0.0%ETFMediumSandy, UT2026-11-04
Atmos Advisory, LLC
92$2.0K0.0%ETFVery LowPittsburgh, PA2026-10-06
Blue Trust, Inc.
90$2.0K0.0%ETFLowBrentwood, TN2026-10-15
Plante Moran Financial Advisors, LLC
87$1.9K0.0%ETFVery LowSouthfield, MI2026-11-04
City State Bank
85$1.9K0.0%GrowthVery LowNorwalk, IA2026-10-20
William Mack & Associates, Inc.
82$1.8K0.0%ETFLowTroy, MI2026-10-27
Rydar Equities, Inc.
82$1.8K0.0%CoreVery LowWeatherford, TX2026-10-13
GoalVest Advisory LLC
81$1.8K0.0%ETFMediumNew York, NY2026-10-02
Nfsg Corp
81$1.8K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Kingdom Financial Group Llc.
77$1.7K0.0%ETFMediumPeoria, AZ2026-11-04
Gen-Wealth Partners Inc
72$1.6K0.0%CoreLowZeeland, MI2026-11-04
JFS Wealth Advisors, LLC
70$1.5K0.0%ETFVery LowHermitage, PA2026-11-03
Salomon & Ludwin, LLC
67$1.5K0.0%ETFVery LowRichmond, VA2026-10-29
Thurston, Springer, Miller, Herd & Titak, Inc.
65$1.4K0.0%GrowthMediumIndianapolis, IN2026-10-14
Westside Investment Management, Inc.
64$1.4K0.0%GrowthLowSanta Monica, CA2026-11-02
IMG Wealth Management, Inc.
61$1.3K0.0%ETFMediumJacksonville, FL2026-10-27
GHP Investment Advisors, Inc.
57$1.3K0.0%CoreVery LowDenver, CO2026-10-15
Midwest Capital Advisors, LLC
55$1.2K0.0%ETFHighGrand Rapids, MI2026-11-04
Hurley Capital, LLC
52$1.1K0.0%GARPMediumNew York, NY2026-11-05
Essential Partners LLC
51$1.1K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Armor Investment Advisors, LLC
49$1.1K0.0%ETFLowRaleigh, NC2026-10-27
American Capital Advisory, LLC
49$1.1K0.0%ETFLowKetchum, ID2026-10-28
Clayton Financial Group LLC
48$1.1K0.0%ETFLowSt. Louis, MO2026-10-13
MTM Investment Management, LLC
39$8600.0%CoreVery LowSpartanburg, SC2026-10-30
Rachor Investment Advisory Services, LLC
39$8550.0%ETFVery LowLinden, MI2026-10-29
Trust Co of Toledo NA
36$7930.0%GrowthVery LowHolland, OH2026-10-16
Insight Inv LLC
28$6170.0%CoreVery LowEl Segundo, CA2026-10-27
Owl Creek Wealth Partners LLC
26$5740.0%IndexLowGreenwood Village, CO2026-10-20
Hager Investment Management Services, LLC
25$5510.0%GrowthMediumNew London, NH2026-11-04
Financial Management Professionals, Inc.
16$3530.0%ETFMediumAustin, TX2026-10-23
Networth Advisors, LLC
11$2460.0%ETFMediumCanonsburg, PA2026-11-03
Kings Path Partners LLC
1$190.0%ETFVery LowSugar Land, TX2026-10-21
Maryland Capital Advisors Inc.
1$230.0%ETFVery LowChester, MD2026-10-15
Raleigh Capital Management Inc.
0$80.0%CoreMediumCary, NC2026-10-28
Elyxium Wealth, LLC
0$00.0%GrowthVery LowBeverly Hills, CA2026-10-27