IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Schwab Intermediate-Term US (SCHR)

CUSIP: 808524854 | NYSE | 1285 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Exchange Traded Concepts, LLC5,059,782
0.5% of portfolio›$119.9M
Assetmark, Inc4,629,738
0.2% of portfolio›$109.7M
Moisand Fitzgerald Tamayo, LLC4,430,741
10.5% of portfolio›$105.0M
Cornerstone Wealth Advisors, Inc.4,279,824
21.3% of portfolio›$101.4M
Wealth Enhancement Advisory Services, LLC3,329,160
0.1% of portfolio›$79.0M
Crane Advisory, LLC2,813,141
9.4% of portfolio›$66.5M
Avidian Wealth Enterprises, LLC2,528,415
1.7% of portfolio›$59.9M
Davenport & Co LLC1,878,992
0.2% of portfolio›$44.5M
Resonant Capital Advisors, LLC1,783,860
2.0% of portfolio›$42.3M
High Probability Advisors, LLC1,713,565
4.6% of portfolio›$40.6M
Beacon Wealthcare LLC1,449,762
10.9% of portfolio›$34.4M
Hapanowicz & Associates Financial Services, Inc1,420,787
10.4% of portfolio›$33.7M
WestHill Financial Advisors, Inc.1,388,580
5.5% of portfolio›$32.9M
Pacific Sage Partners, LLC1,277,551
3.9% of portfolio›$30.3M
First National Trust Co1,224,924
1.0% of portfolio›$29.0M
Your Advocates Ltd., LLP1,112,558
7.5% of portfolio›$26.4M
Galvin, Gaustad & Stein, LLC1,103,037
2.0% of portfolio›$26.1M
Kathmere Capital Management, LLC840,645
1.0% of portfolio›$19.9M
Downshift Financial, LLC829,751
8.5% of portfolio›$19.7M
Perigon Wealth Management, LLC787,395
0.3% of portfolio›$18.7M
Morton Brown Family Wealth, LLC781,573
4.1% of portfolio›$18.5M
SWS Partners776,028
4.0% of portfolio›$18.4M
Creative Planning684,658
0.0% of portfolio›$16.2M
Walker Financial Services, Inc.665,690
4.6% of portfolio›$15.8M
Altiora Financial Group, LLC655,081
2.5% of portfolio›$15.5M
Diversify Advisory Services, LLC612,269
0.2% of portfolio›$14.6M
Diversify Wealth Management, LLC612,269
0.2% of portfolio›$14.6M
Clarity Wealth Development LLC578,540
7.7% of portfolio›$13.7M
Foundation Wealth Management, Llc\pa557,833
4.4% of portfolio›$13.2M
Commonwealth Equity Services, LLC528,390
0.0% of portfolio›$12.5M
Advocate Group LLC527,470
1.9% of portfolio›$12.5M
Fiduciary Alliance LLC522,570
0.9% of portfolio›$12.4M
Holcombe Financial, Inc.513,545
6.7% of portfolio›$12.2M
Kelly Financial Services LLC501,510
2.6% of portfolio›$11.9M
White Pine Investment Co484,783
0.0% of portfolio›$11.5K
Integrity Alliance, Llc.459,336
0.3% of portfolio›$10.9M
Attessa Capital LLC452,044
4.6% of portfolio›$10.7M
Walkner Condon Financial Advisors LLC446,009
1.2% of portfolio›$10.6M
Destiny Wealth Partners, LLC426,377
1.0% of portfolio›$10.3M
Sierra Ocean, LLC419,101
6.1% of portfolio›$9.9M
Darrow Company, Inc.406,321
3.8% of portfolio›$9.6M
Park Avenue Securities LLC390,795
0.0% of portfolio›$9.3K
BlueSky Wealth Advisors, LLC385,864
1.1% of portfolio›$9.1M
L.K. Benson & Company, P.C.375,185
2.6% of portfolio›$8.9M
Vise Technologies, Inc.370,987
0.1% of portfolio›$8.8M
Blake Schutter Theil Wealth Advisors, LLC369,279
6.0% of portfolio›$8.8M
Evermay Wealth Management LLC345,566
0.8% of portfolio›$8.2M
Cambridge Investment Research Advisors, Inc.341,528
0.0% of portfolio›$8.1K
Tennessee Valley Asset Management Partners329,446
0.9% of portfolio›$7.8M
Peak Wealth Management LLC313,607
5.1% of portfolio›$7.5M
Sentinel Pension Advisors, LLC309,452
0.9% of portfolio›$7.3M
A4 Wealth Advisors LLC302,152
4.7% of portfolio›$7.2M
Sima Wealth Partners, LLC297,869
4.9% of portfolio›$7.1M
Kestra Advisory Services, LLC291,263
0.0% of portfolio›$6.9M
Farrow Financial, Inc.253,317
3.2% of portfolio›$6.0M
RCS Financial Planning, LLC252,914
3.2% of portfolio›$6.0M
Myecfo, LLC250,820
2.2% of portfolio›$5.9M
Heritage Wealth Management, Inc.247,616
2.0% of portfolio›$5.9M
Refined Wealth Management244,580
3.2% of portfolio›$5.8M
Cooke Wealth Management, LLC242,528
4.8% of portfolio›$5.7M
Christensen, King & Associates Investment Services, Inc.223,192
1.9% of portfolio›$5.3M
Independent Solutions Wealth Management, LLC221,082
0.7% of portfolio›$5.2M
Catalyst Investment Management LLC201,102
4.2% of portfolio›$4.8M
EPG Wealth Management LLC194,508
1.1% of portfolio›$4.6M
Inman Jager Wealth Management, LLC193,877
2.4% of portfolio›$4.6M
Fermata Advisors, LLC186,303
0.9% of portfolio›$4.4M
SYM Financial Corp177,266
0.3% of portfolio›$4.2M
Kelly Financial Group LLC173,353
0.9% of portfolio›$4.1M
Claro Advisors Inc.172,745
0.4% of portfolio›$4.1M
Code Waechter LLC169,428
1.9% of portfolio›$4.0M
Concurrent Investment Advisors, LLC167,454
0.0% of portfolio›$4.0M
Csenge Advisory Group167,370
0.2% of portfolio›$4.0M
WBH Advisory Inc160,771
0.3% of portfolio›$3.8M
Keystone Global Partners, LLC160,723
1.4% of portfolio›$3.8M
Upper Left Wealth Management, LLC159,588
2.0% of portfolio›$3.8M
Mendota Financial Group, LLC159,275
2.3% of portfolio›$3.8M
Bulwark Capital Corp158,018
2.0% of portfolio›$3.7M
Creative Financial Designs Inc157,940
0.2% of portfolio›$3.7M
North Forty Two & Co.157,752
3.1% of portfolio›$3.7M
Salem Investment Counselors Inc153,290
0.1% of portfolio›$3.6M
Sellwood Investment Partners LLC152,228
1.3% of portfolio›$3.6M
W.H. Cornerstone Investments Inc.151,745
2.0% of portfolio›$3.6M
Meitav Investment House LTD151,364
0.0% of portfolio›$3.6M
Farther Finance Advisors, LLC149,453
0.0% of portfolio›$3.5M
Citigroup Inc132,012
0.0% of portfolio›$3.1M
Dynamic Advisor Solutions LLC130,569
0.1% of portfolio›$3.1M
Cliftonlarsonallen Wealth Advisors, LLC129,112
0.0% of portfolio›$3.1M
WT Wealth Management125,686
0.8% of portfolio›$3.0M
Williams Financial, LLC125,009
1.5% of portfolio›$3.0M
Pflug Koory, LLC114,691
1.1% of portfolio›$2.7M
Spectrum Asset Management, Inc. (NB )112,870
0.8% of portfolio›$2.7M
Lanark Financial, Inc.109,257
0.2% of portfolio›$2.6M
Tran Capital Management, L.P.109,093
0.3% of portfolio›$2.6M
Johnson Financial Group, LLC105,611
0.1% of portfolio›$2.5M
Hidden Cove Wealth Management, LLC104,625
1.3% of portfolio›$2.5M
GenWealth Group, Inc.101,973
0.4% of portfolio›$2.4M
Barden Capital Management, Inc.100,625
2.2% of portfolio›$2.4M
MilWealth Group LLC96,791
0.5% of portfolio›$2.3M
Charles Schwab Trust Co94,427
0.1% of portfolio›$2.2M
Spire Wealth Management89,311
0.1% of portfolio›$2.1M
Fifth Third Securities, Inc.87,099
0.1% of portfolio›$2.1M
Hartline Investment Corp/79,700
0.2% of portfolio›$1.9M
Nova R Wealth, Inc.79,103
0.5% of portfolio›$1.9M
IFP Advisors, Inc76,136
0.0% of portfolio›$1.8M
Stableford Capital II LLC74,848
0.6% of portfolio›$1.8M
Successful Portfolios LLC71,369
0.8% of portfolio›$1.7M
Wealthcare Advisory Partners LLC68,650
0.0% of portfolio›$1.6M
MFG Wealth Management, Inc.65,606
1.1% of portfolio›$1.6M
Focus Financial Network, Inc.64,887
0.0% of portfolio›$1.5M
Avior Wealth Management, LLC60,660
0.0% of portfolio›$1.4M
Brookstone Capital Management57,990
0.0% of portfolio›$1.4M
StoneX Group Inc.57,808
0.1% of portfolio›$1.4M
Kaizen Financial Strategies56,319
0.5% of portfolio›$1.3M
Beverly Hills Private Wealth, LLC55,483
0.2% of portfolio›$1.3M
True Link Financial Advisors, LLC54,284
0.1% of portfolio›$1.3M
Eagle Strategies LLC53,930
0.1% of portfolio›$1.3M
Comprehensive Wealth Management, LLC52,785
0.6% of portfolio›$1.3M
Essential Partners LLC51,656
0.6% of portfolio›$1.2M
MGO One Seven LLC51,059
0.0% of portfolio›$1.2M
Innova Wealth Partners50,508
0.5% of portfolio›$1.2M
Strategic Blueprint, LLC47,715
0.1% of portfolio›$1.1M
Waycross Investment Management Co45,646
0.9% of portfolio›$1.1M
Simplicity Wealth,LLC45,027
0.0% of portfolio›$1.1M
TD Private Client Wealth LLC43,427
0.0% of portfolio›$1.0M
EverSource Wealth Advisors, LLC42,586
0.0% of portfolio›$1.0M
Cantor Fitzgerald Investment Advisors L.P.41,999
0.1% of portfolio›$995.4K
Brucke Financial, Inc.41,433
0.4% of portfolio›$982.0K
Trust Point Inc.41,200
0.1% of portfolio›$976.4K
RCW Management, LLC41,111
0.9% of portfolio›$974.3K
Unify Financial Advisors41,009
0.9% of portfolio›$971.9K
Koshinski Asset Management, Inc.40,315
0.1% of portfolio›$955.5K
Diligent Investors, LLC39,600
0.2% of portfolio›$938.5K
XY Planning Network, Inc.38,064
0.1% of portfolio›$902.1K
1620 Investment Advisors, Inc.37,928
0.6% of portfolio›$898.9K
McAdam, LLC37,850
0.0% of portfolio›$897.1K
TradeWell Securities, Llc.37,386
0.3% of portfolio›$886.0K
CoreCap Advisors, LLC36,371
0.0% of portfolio›$862.0K
Studio Investment Management LLC33,353
0.1% of portfolio›$790.5K
Equita Financial Network, Inc.31,394
0.2% of portfolio›$744.0K
Center For Asset Management LLC31,042
0.3% of portfolio›$735.7K
Parkside Financial Bank & Trust30,805
0.0% of portfolio›$730.1K
Willis Johnson Wealth, Inc.29,829
0.0% of portfolio›$707.0K
Valpey Financial Services, LLC27,148
0.4% of portfolio›$643.4K
Larson Financial Group LLC26,975
0.0% of portfolio›$639.3K
Integrity Wealth Advisors, Inc.26,431
0.3% of portfolio›$626.4K
Family Investment Center, Inc.25,251
0.1% of portfolio›$598.4K
Portland Financial Advisors Inc24,779
1.0% of portfolio›$587.3K
Horizon Financial Services, LLC24,743
0.2% of portfolio›$586.4K
Quartz Partners, LLC24,568
0.2% of portfolio›$582.3K
Founders Financial Securities LLC23,618
0.0% of portfolio›$559.7K
Twele Capital Management, Inc.23,609
0.1% of portfolio›$559.5K
eCIO, Inc.22,388
0.2% of portfolio›$530.4K
Churchill Financial Advisors, LLC22,382
0.1% of portfolio›$530.5K
SeaCrest Wealth Management, LLC21,243
0.1% of portfolio›$503.5K
Integrated Advisors Network LLC21,138
0.0% of portfolio›$501.0K
Fagan Associates, Inc.20,832
0.1% of portfolio›$493.7K
PFG Advisors20,423
0.0% of portfolio›$484.0K
Kings Path Partners LLC19,835
0.1% of portfolio›$470.1K
Accelerate Investment Advisors LLC19,408
0.3% of portfolio›$460.0K
Unique Wealth Strategies, LLC18,692
0.2% of portfolio›$460.9K
Hardin Capital Partners, LLC18,296
0.2% of portfolio›$433.6K
MBE Wealth Management, LLC17,554
0.1% of portfolio›$416.0K
Parsons Capital Management Inc17,341
0.0% of portfolio›$411.0K
Midwest Trust Co17,317
0.0% of portfolio›$410.4K
Noble Family Wealth, LLC17,018
0.1% of portfolio›$403.3K
RFG Advisory, LLC16,917
0.0% of portfolio›$400.9K
Leo Wealth, LLC15,343
0.1% of portfolio›$363.6K
Bell Investment Advisors, Inc15,066
0.1% of portfolio›$357.1K
Chapin Davis, Inc.14,827
0.1% of portfolio›$351.4K
Professional Financial Management, Inc.14,590
0.4% of portfolio›$345.8K
XML Financial, LLC14,392
0.0% of portfolio›$341.1K
Rinkey Investments14,251
0.1% of portfolio›$337.7K
LongView Wealth Management14,230
0.1% of portfolio›$337.3K
Lederer & Associates Investment Counsel14,096
0.0% of portfolio›$334
Kestra Private Wealth Services, LLC13,853
0.0% of portfolio›$328.3K
Silverlake Wealth Management LLC13,371
0.1% of portfolio›$316.9K
Signal Advisors Wealth, LLC13,266
0.0% of portfolio›$314.4K
CWA Asset Management Group, LLC12,682
0.0% of portfolio›$300.6K
Krilogy Financial LLC12,649
0.0% of portfolio›$299.9K
B. Riley Wealth Advisors, Inc.12,619
0.0% of portfolio›$299.1K
Asset Allocation Strategies LLC12,491
0.0% of portfolio›$296.0K
Mission Wealth Management, LP12,391
0.0% of portfolio›$293.7K
Patten & Patten Inc11,841
0.0% of portfolio›$280.6K
Cutler Investment Counsel LLC11,722
0.0% of portfolio›$277.8K
Evanson Financial, LLC11,646
0.0% of portfolio›$276.0K
Venture Visionary Partners LLC11,367
0.0% of portfolio›$269.4K
Verus Capital Partners, LLC11,352
0.0% of portfolio›$269.1K
Sigma Planning Corp11,234
0.0% of portfolio›$266.2K
Integrity Advisory Solutions, LLC11,199
0.0% of portfolio›$265.4K
Strategic Advocates LLC11,186
1.0% of portfolio›$265.1K
Whelan Financial10,845
0.1% of portfolio›$257.0K
John W. Brooker & Co., CPAs10,843
0.3% of portfolio›$257.0K
Fragasso Financial Advisors Inc10,275
0.0% of portfolio›$243.6K
Williams Jones Wealth Management, Llc.10,222
0.0% of portfolio›$242.3K
Bangor Savings Bank9,958
0.0% of portfolio›$236.0K
M Holdings Securities, Inc.9,831
0.0% of portfolio›$237
Apollon Wealth Management, LLC9,728
0.0% of portfolio›$230.6K
PDS Planning, Inc9,714
0.0% of portfolio›$230.2K
MSH Capital Advisors LLC9,516
0.0% of portfolio›$225.5K
Chapman Financial Group, LLC9,350
0.1% of portfolio›$221.6K
FC Advisory LLC9,346
0.1% of portfolio›$221.5K
Northland Capital Management LLC9,250
0.1% of portfolio›$219.2K
Pinnacle Associates LTD9,225
0.0% of portfolio›$218.6K
BCS Wealth Management9,205
0.0% of portfolio›$218.2K
Independent Wealth Network Inc.9,182
0.1% of portfolio›$217.6K
Allen Capital Group, LLC9,114
0.0% of portfolio›$216.0K
New Hampshire Trust9,020
0.0% of portfolio›$213.8K
Wealth Management Partners, LLC8,969
0.0% of portfolio›$212.6K
Washington Trust Advisors, Inc.8,925
0.0% of portfolio›$211.5K
Compass Financial Management LLC8,881
0.0% of portfolio›$210.5K
CGC Financial Services, LLC8,680
0.0% of portfolio›$205.7K
Axxcess Wealth Management, LLC8,570
0.0% of portfolio›$203.1K
Laurel OAK Wealth Management, LLC8,524
0.0% of portfolio›$202.0K
Ashton Thomas Private Wealth, LLC6,078
0.0% of portfolio›$144.0K
Dorato Capital Management5,871
0.1% of portfolio›$139.1K
Private Wealth Management Group, LLC5,680
0.0% of portfolio›$134.6K
Capital Investment Advisory Services, LLC5,494
0.0% of portfolio›$130.2K
Rossby Financial, LCC5,260
0.0% of portfolio›$124.7K
Ascentis Independent Advisors5,006
0.0% of portfolio›$118.6K
Cassaday & Co Wealth Management LLC4,824
0.0% of portfolio›$114.3K
Maseco LLP4,791
0.0% of portfolio›$113.6K
Ashton Thomas Securities, LLC4,680
0.0% of portfolio›$110.9K
Networth Advisors, LLC4,002
0.1% of portfolio›$94.8K
Bullock Wealth Management Group3,551
0.0% of portfolio›$84.1K
Breakwater Investment Management3,032
0.0% of portfolio›$71.9K
PFS Partners, LLC2,953
0.0% of portfolio›$70.0K
Private Trust Co NA2,893
0.0% of portfolio›$68.6K
Rosenberg Matthew Hamilton2,041
0.0% of portfolio›$48.4K
Hamilton Point Investment Advisors, LLC1,920
0.0% of portfolio›$45.5K
Valley National Advisers Inc1,690
0.0% of portfolio›$40.1K
Richardson Financial Services Inc.1,655
0.0% of portfolio›$39.2K
Nova Financial LLC1,642
0.0% of portfolio›$38.9K
Kingdom Financial Group Llc.1,371
0.0% of portfolio›$32.5K
Root Financial Partners, LLC1,327
0.0% of portfolio›$31.5K
Mather Group, Llc.1,232
0.0% of portfolio›$29.2K
Burk Holdings LLC1,145
0.0% of portfolio›$27.1K
Tradewinds Capital Management, LLC1,098
0.0% of portfolio›$26.0K
Blue Trust, Inc.1,044
0.0% of portfolio›$24.7K
Asset Dedication, LLC964
0.0% of portfolio›$22.8K
Grey Ledge Advisors, LLC861
0.0% of portfolio›$20.4K
NBT Bank, N.A.732
0.0% of portfolio›$17.3K
Cdkv Holdings LLC629
0.0% of portfolio›$14.9K
Latitude Advisors, LLC547
0.0% of portfolio›$13.0K
Signature Equity Partners, LLC517
0.0% of portfolio›$12.3K
Silver Grove Financial Group, Inc.459
0.0% of portfolio›$10.9K
Mosley Wealth Management272
0.0% of portfolio›$6.5K
Community Financial Services Group, LLC232
0.0% of portfolio›$5.5K
Bay Harbor Wealth Management, LLC229
0.0% of portfolio›$5.4K
Hoey Investments, Inc179
0.0% of portfolio›$4.2K
McCarley & Cook Financial Planners168
0.0% of portfolio›$4.0K
Register Financial Advisors LLC166
0.0% of portfolio›$3.9K
Main Street Group, LTD145
0.0% of portfolio›$3.4K
Balance Wealth Partners LLC141
0.0% of portfolio›$3.3K
Murphy & Mullick Capital Management Corp136
0.0% of portfolio›$3.2K
Armstrong Advisory Group, Inc120
0.0% of portfolio›$2.8K
Brown, Lisle Ings, Inc.116
0.0% of portfolio›$2.7K
Financial Management Professionals, Inc.110
0.0% of portfolio›$2.6K
AlphaCore Capital LLC94
0.0% of portfolio›$2.2K
Archer Investment Corp63
0.0% of portfolio›$1.5K
Golden State Wealth Management, LLC62
0.0% of portfolio›$1.5K
Lodestone Wealth Management LLC56
0.0% of portfolio›$1.3K
Salomon & Ludwin, LLC50
0.0% of portfolio›$1.2K
Owl Creek Wealth Partners LLC43
0.0% of portfolio›$1.0K
Cape Investment Advisory, Inc.40
0.0% of portfolio›$948
Physician Wealth Advisors, Inc.33
0.0% of portfolio›$783
Parallel Advisors, LLC26
0.0% of portfolio›$616
Lloyd Advisory Services, Llc.17
0.0% of portfolio›$406
St. Johns Investment Management Company, LLC10
0.0% of portfolio›$237
Signature Resources Capital Management, LLC5
0.0% of portfolio›$118
Activest Wealth Management1
0.0% of portfolio›$24
Morling Financial Advisors, LLC1
0.0% of portfolio›$14
StyleTurnoverLocationFiled
Exchange Traded Concepts, LLC
5,059,782$119.9M0.5%GrowthMediumOklahoma City, OK2026-10-28
Assetmark, Inc
4,629,738$109.7M0.2%ETFLowConcord, CA2026-10-21
Moisand Fitzgerald Tamayo, LLC
4,430,741$105.0M10.5%ETFVery LowOrlando, FL2026-10-15
Cornerstone Wealth Advisors, Inc.
4,279,824$101.4M21.3%ETFLowEdina, MN2026-10-16
Wealth Enhancement Advisory Services, LLC
3,329,160$79.0M0.1%CoreLowPlymouth, MN2026-10-13
Crane Advisory, LLC
2,813,141$66.5M9.4%ETFVery LowFullerton, CA2026-10-13
Avidian Wealth Enterprises, LLC
2,528,415$59.9M1.7%ETFLowHouston, TX2026-10-08
Davenport & Co LLC
1,878,992$44.5M0.2%CoreMediumRichmond, VA2026-10-14
Resonant Capital Advisors, LLC
1,783,860$42.3M2.0%ETFLowMadison, WI2026-10-15
High Probability Advisors, LLC
1,713,565$40.6M4.6%ETFVery LowPittsford, NY2026-10-19
Beacon Wealthcare LLC
1,449,762$34.4M10.9%ETFVery LowRaleigh, NC2026-10-02
Hapanowicz & Associates Financial Services, Inc
1,420,787$33.7M10.4%ETFVery LowPittsburgh, PA2026-10-29
WestHill Financial Advisors, Inc.
1,388,580$32.9M5.5%ETFVery LowSan Rafael, CA2026-10-14
Pacific Sage Partners, LLC
1,277,551$30.3M3.9%ETFLowEdmonds, WA2026-10-21
First National Trust Co
1,224,924$29.0M1.0%GrowthLowJohnstown, PA2026-10-28
Your Advocates Ltd., LLP
1,112,558$26.4M7.5%ETFLowHouston, TX2026-11-03
Galvin, Gaustad & Stein, LLC
1,103,037$26.1M2.0%CoreMediumScottsdale, AZ2026-10-08
Kathmere Capital Management, LLC
840,645$19.9M1.0%ETFLowWayne, PA2026-10-20
Downshift Financial, LLC
829,751$19.7M8.5%ETFLowBoulder, CO2026-10-13
Perigon Wealth Management, LLC
787,395$18.7M0.3%GrowthLowSan Francisco, CA2026-10-22
Morton Brown Family Wealth, LLC
781,573$18.5M4.1%ETFVery LowAllentown, PA2026-10-23
SWS Partners
776,028$18.4M4.0%GrowthMediumColumbus, OH2026-10-26
Creative Planning
684,658$16.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Walker Financial Services, Inc.
665,690$15.8M4.6%ETFLowBowling Green, KY2026-10-26
Altiora Financial Group, LLC
655,081$15.5M2.5%ETFLowLebanon, OH2026-11-04
Diversify Advisory Services, LLC
612,269$14.6M0.2%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
612,269$14.6M0.2%GrowthMediumSandy, UT2026-10-20
Clarity Wealth Development LLC
578,540$13.7M7.7%ETFLowCorvallis, OR2026-10-22
Foundation Wealth Management, Llc\pa
557,833$13.2M4.4%ETFLowMedia, PA2026-10-14
Commonwealth Equity Services, LLC
528,390$12.5M0.0%ETFLowWaltham, MA2026-11-02
Advocate Group LLC
527,470$12.5M1.9%YieldLowMinnetonka, MN2026-10-19
Fiduciary Alliance LLC
522,570$12.4M0.9%CoreMediumGreenville, SC2026-10-13
Holcombe Financial, Inc.
513,545$12.2M6.7%ETFLowAtlanta, GA2026-10-16
Kelly Financial Services LLC
501,510$11.9M2.6%ETFMediumBraintree, MA2026-10-20
White Pine Investment Co
484,783$11.5K0.0%ETFVery LowLivonia, MI2026-10-15
Integrity Alliance, Llc.
459,336$10.9M0.3%ETFMediumUrbandale, IA2026-10-29
Attessa Capital LLC
452,044$10.7M4.6%ETFVery LowTucson, AZ2026-10-09
Walkner Condon Financial Advisors LLC
446,009$10.6M1.2%ETFLowVerona, WI2026-11-02
Destiny Wealth Partners, LLC
426,377$10.3M1.0%ETFMediumTavares, FL2026-11-05
Sierra Ocean, LLC
419,101$9.9M6.1%ETFLowRipon, CA2026-11-03
Darrow Company, Inc.
406,321$9.6M3.8%ETFVery LowNeedham, MA2026-10-22
Park Avenue Securities LLC
390,795$9.3K0.0%ETFMediumNew York, NY2026-10-26
BlueSky Wealth Advisors, LLC
385,864$9.1M1.1%ETFMediumNew Bern, NC2026-10-29
L.K. Benson & Company, P.C.
375,185$8.9M2.6%YieldVery LowTimonium, MD2026-10-23
Vise Technologies, Inc.
370,987$8.8M0.1%IndexLowNew York, NY2026-10-29
Blake Schutter Theil Wealth Advisors, LLC
369,279$8.8M6.0%ETFLowDayton, OH2026-11-02
Evermay Wealth Management LLC
345,566$8.2M0.8%ETFLowArlington, VA2026-11-05
Cambridge Investment Research Advisors, Inc.
341,528$8.1K0.0%ETFLowFairfield, IA2026-11-02
Tennessee Valley Asset Management Partners
329,446$7.8M0.9%ETFLowKnoxville, TN2026-11-03
Peak Wealth Management LLC
313,607$7.5M5.1%ETFMediumNashua, NH2026-10-26
Sentinel Pension Advisors, LLC
309,452$7.3M0.9%ETFLowWakefield, MA2026-11-02
A4 Wealth Advisors LLC
302,152$7.2M4.7%ETFHighHuntersville, NC2026-10-20
Sima Wealth Partners, LLC
297,869$7.1M4.9%ETFVery LowRichmond, VA2026-10-19
Kestra Advisory Services, LLC
291,263$6.9M0.0%CoreLowAustin, TX2026-11-02
Farrow Financial, Inc.
253,317$6.0M3.2%ETFLowSouth Burlington, VT2026-10-30
RCS Financial Planning, LLC
252,914$6.0M3.2%ETFMediumAnnapolis, MD2026-10-14
Myecfo, LLC
250,820$5.9M2.2%ETFVery LowLa Jolla, CA2026-10-14
Heritage Wealth Management, Inc.
247,616$5.9M2.0%ETFLowSan Diego, CA2026-10-27
Refined Wealth Management
244,580$5.8M3.2%ETFMediumSalt Lake City, UT2026-10-13
Cooke Wealth Management, LLC
242,528$5.7M4.8%ETFVery LowIrvine, CA2026-10-13
Christensen, King & Associates Investment Services, Inc.
223,192$5.3M1.9%ETFVery LowRichland, WA2026-10-22
Independent Solutions Wealth Management, LLC
221,082$5.2M0.7%GrowthLowWilliamsville, NY2026-10-28
Catalyst Investment Management LLC
201,102$4.8M4.2%ETFMediumWindham, NH2026-10-21
EPG Wealth Management LLC
194,508$4.6M1.1%GrowthLowAtlanta, GA2026-11-03
Inman Jager Wealth Management, LLC
193,877$4.6M2.4%ETFVery LowHattiesburg, MS2026-11-05
Fermata Advisors, LLC
186,303$4.4M0.9%ETFLowSonoma, CA2026-10-13
SYM Financial Corp
177,266$4.2M0.3%ETFVery LowWinona Lake, IN2026-10-26
Kelly Financial Group LLC
173,353$4.1M0.9%ETFLowWethersfield, CT2026-10-16
Claro Advisors Inc.
172,745$4.1M0.4%CoreLowBoston, MA2026-11-02
Code Waechter LLC
169,428$4.0M1.9%ETFLowTampa, FL2026-10-23
Concurrent Investment Advisors, LLC
167,454$4.0M0.0%GrowthMediumTampa, FL2026-10-16
Csenge Advisory Group
167,370$4.0M0.2%ETFMediumClearwater, FL2026-11-04
WBH Advisory Inc
160,771$3.8M0.3%ETFLowBaltimore, MD2026-11-05
Keystone Global Partners, LLC
160,723$3.8M1.4%ETFMediumDenver, CO2026-10-13
Upper Left Wealth Management, LLC
159,588$3.8M2.0%ETFMediumTampa, FL2026-10-14
Mendota Financial Group, LLC
159,275$3.8M2.3%ETFLowMadison, WI2026-10-07
Bulwark Capital Corp
158,018$3.7M2.0%ETFMediumFernandina Beach, FL2026-10-13
Creative Financial Designs Inc
157,940$3.7M0.2%ETFMediumKokomo, IN2026-11-04
North Forty Two & Co.
157,752$3.7M3.1%ETFVery LowLake Oswego, OR2026-10-19
Salem Investment Counselors Inc
153,290$3.6M0.1%GrowthVery LowWinston-Salem, NC2026-10-13
Sellwood Investment Partners LLC
152,228$3.6M1.3%ETFLowPortland, OR2026-11-03
W.H. Cornerstone Investments Inc.
151,745$3.6M2.0%CoreLowKingston, MA2026-11-03
Meitav Investment House LTD
151,364$3.6M0.0%ETFMediumBene-Beraq, Luxembourg2026-10-28
Farther Finance Advisors, LLC
149,453$3.5M0.0%IndexLowSan Francisco, CA2026-10-08
Citigroup Inc
132,012$3.1M0.0%CoreMediumNew York, NY2026-11-04
Dynamic Advisor Solutions LLC
130,569$3.1M0.1%ETFLowPhoenix, AZ2026-10-13
Cliftonlarsonallen Wealth Advisors, LLC
129,112$3.1M0.0%ETFLowMinneapolis, MN2026-10-14
WT Wealth Management
125,686$3.0M0.8%ETFMediumScottsdale, AZ2026-10-13
Williams Financial, LLC
125,009$3.0M1.5%ETFMediumNorth Bennington, VT2026-10-19
Pflug Koory, LLC
114,691$2.7M1.1%CoreVery LowOmaha, NE2026-10-26
Spectrum Asset Management, Inc. (NB )
112,870$2.7M0.8%CoreMediumNewport Beach, CA2026-10-19
Lanark Financial, Inc.
109,257$2.6M0.2%CoreMediumBirmingham, AL2026-10-26
Tran Capital Management, L.P.
109,093$2.6M0.3%MomentumMediumSan Rafael, CA2026-10-19
Johnson Financial Group, LLC
105,611$2.5M0.1%ETFLowDenver, CO2026-11-03
Hidden Cove Wealth Management, LLC
104,625$2.5M1.3%GrowthHighBainbridge Island, WA2026-10-19
GenWealth Group, Inc.
101,973$2.4M0.4%ETFMediumMaplewood, NJ2026-10-16
Barden Capital Management, Inc.
100,625$2.4M2.2%GrowthLowAustin, TX2026-10-09
MilWealth Group LLC
96,791$2.3M0.5%ETFVery LowMilwaukee, WI2026-11-02
Charles Schwab Trust Co
94,427$2.2M0.1%ETFLowHenderson, NV2026-10-15
Spire Wealth Management
89,311$2.1M0.1%GrowthMediumMclean, VA2026-10-30
Fifth Third Securities, Inc.
87,099$2.1M0.1%ETFLowCincinnati, OH2026-10-21
Hartline Investment Corp/
79,700$1.9M0.2%GrowthMediumWinnetka, IL2026-10-29
Nova R Wealth, Inc.
79,103$1.9M0.5%ETFLowOverland Park, KS2026-10-26
IFP Advisors, Inc
76,136$1.8M0.0%GrowthLowTampa, FL2026-10-16
Stableford Capital II LLC
74,848$1.8M0.6%CoreHighScottsdale, AZ2026-10-09
Successful Portfolios LLC
71,369$1.7M0.8%CoreVery LowClearwater, FL2026-10-09
Wealthcare Advisory Partners LLC
68,650$1.6M0.0%ETFLowWest Chester, PA2026-10-21
MFG Wealth Management, Inc.
65,606$1.6M1.1%GrowthHighIndianapolis, IN2026-10-09
Focus Financial Network, Inc.
64,887$1.5M0.0%ETFLowMinneapolis, MN2026-10-14
Avior Wealth Management, LLC
60,660$1.4M0.0%ETFMediumOmaha, NE2026-10-13
Brookstone Capital Management
57,990$1.4M0.0%ETFMediumWheaton, IL2026-10-22
StoneX Group Inc.
57,808$1.4M0.1%ETFMediumNew York, NY2026-11-03
Kaizen Financial Strategies
56,319$1.3M0.5%ETFMediumCampbell, CA2026-10-09
Beverly Hills Private Wealth, LLC
55,483$1.3M0.2%ValueMediumBeverly Hills, CA2026-11-04
True Link Financial Advisors, LLC
54,284$1.3M0.1%ETFLowSan Francisco, CA2026-10-27
Eagle Strategies LLC
53,930$1.3M0.1%ETFLowNew York, NY2026-10-16
Comprehensive Wealth Management, LLC
52,785$1.3M0.6%ETFMediumLynnwood, WA2026-11-02
Essential Partners LLC
51,656$1.2M0.6%ValueMediumRancho Santa Fe, CA2026-10-14
MGO One Seven LLC
51,059$1.2M0.0%GrowthLowBeachwood, OH2026-10-28
Innova Wealth Partners
50,508$1.2M0.5%ETFHighNewtown, PA2026-10-21
Strategic Blueprint, LLC
47,715$1.1M0.1%ETFLowAtlanta, GA2026-10-22
Waycross Investment Management Co
45,646$1.1M0.9%ETFLowBellingham, WA2026-10-14
Simplicity Wealth,LLC
45,027$1.1M0.0%ETFLowSummit, NJ2026-10-23
TD Private Client Wealth LLC
43,427$1.0M0.0%ETFLowNew York, NY2026-10-28
EverSource Wealth Advisors, LLC
42,586$1.0M0.0%CoreMediumBirmingham, AL2026-11-04
Cantor Fitzgerald Investment Advisors L.P.
41,999$995.4K0.1%YieldLowNew York, NY2026-10-21
Brucke Financial, Inc.
41,433$982.0K0.4%GrowthMediumIndianapolis, IN2026-10-23
Trust Point Inc.
41,200$976.4K0.1%CoreMediumLa Crosse, WI2026-10-27
RCW Management, LLC
41,111$974.3K0.9%ETFVery LowJacksonville, FL2026-10-30
Unify Financial Advisors
41,009$971.9K0.9%ETFMediumClearwater, FL2026-11-03
Koshinski Asset Management, Inc.
40,315$955.5K0.1%ETFLowDecatur, IL2026-10-29
Diligent Investors, LLC
39,600$938.5K0.2%CoreLowRedlands, CA2026-10-21
XY Planning Network, Inc.
38,064$902.1K0.1%ETFLowBozeman, MT2026-10-14
1620 Investment Advisors, Inc.
37,928$898.9K0.6%ValueLowPlymouth, MA2026-11-04
McAdam, LLC
37,850$897.1K0.0%ETFLowPhiladelphia, PA2026-10-21
TradeWell Securities, Llc.
37,386$886.0K0.3%GrowthVery LowFort Wayne, IN2026-10-21
CoreCap Advisors, LLC
36,371$862.0K0.0%ETFMediumSouthfield, MI2026-10-08
Studio Investment Management LLC
33,353$790.5K0.1%ETFLowChicago, IL2026-10-22
Equita Financial Network, Inc.
31,394$744.0K0.2%ETFLowFort Washington, PA2026-10-19
Center For Asset Management LLC
31,042$735.7K0.3%ETFMediumPalm Beach Gardens, FL2026-10-16
Parkside Financial Bank & Trust
30,805$730.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Willis Johnson Wealth, Inc.
29,829$707.0K0.0%ETFLowHouston, TX2026-11-03
Valpey Financial Services, LLC
27,148$643.4K0.4%ETFVery LowConcord, NH2026-10-30
Larson Financial Group LLC
26,975$639.3K0.0%GrowthLowSt Louis, MO2026-11-05
Integrity Wealth Advisors, Inc.
26,431$626.4K0.3%ETFMediumVentura, CA2026-10-29
Family Investment Center, Inc.
25,251$598.4K0.1%ETFMediumSaint Joseph, MO2026-10-19
Portland Financial Advisors Inc
24,779$587.3K1.0%ETFVery LowPort Washington, NY2026-10-26
Horizon Financial Services, LLC
24,743$586.4K0.2%ETFLowWinston Salem, NC2026-11-04
Quartz Partners, LLC
24,568$582.3K0.2%GARPMediumSaratoga Springs, NY2026-11-03
Founders Financial Securities LLC
23,618$559.7K0.0%ETFMediumTowson, MD2026-10-28
Twele Capital Management, Inc.
23,609$559.5K0.1%ETFVery LowMinnetonka, MN2026-10-13
eCIO, Inc.
22,388$530.4K0.2%ETFMediumMadison, WI2026-11-02
Churchill Financial Advisors, LLC
22,382$530.5K0.1%CoreLowLouisville, KY2026-10-20
SeaCrest Wealth Management, LLC
21,243$503.5K0.1%GrowthLowPurchase, NY2026-10-21
Integrated Advisors Network LLC
21,138$501.0K0.0%GrowthMediumDallas, TX2026-10-20
Fagan Associates, Inc.
20,832$493.7K0.1%GrowthLowTroy, NY2026-10-13
PFG Advisors
20,423$484.0K0.0%ETFMediumPhoenix, AZ2026-10-16
Kings Path Partners LLC
19,835$470.1K0.1%ETFVery LowSugar Land, TX2026-10-21
Accelerate Investment Advisors LLC
19,408$460.0K0.3%ETFLowAliso Viejo, CA2026-11-02
Unique Wealth Strategies, LLC
18,692$460.9K0.2%CoreMediumBurr Ridge, IL2026-10-13
Hardin Capital Partners, LLC
18,296$433.6K0.2%YieldVery LowGreenville, SC2026-10-09
MBE Wealth Management, LLC
17,554$416.0K0.1%ETFVery LowTomah, WI2026-10-26
Parsons Capital Management Inc
17,341$411.0K0.0%CoreLowProvidence, RI2026-10-28
Midwest Trust Co
17,317$410.4K0.0%CoreLowOverland Park, KS2026-10-22
Noble Family Wealth, LLC
17,018$403.3K0.1%ETFVery LowClearwater, FL2026-10-26
RFG Advisory, LLC
16,917$400.9K0.0%ETFMediumBirmingham, AL2026-11-03
Leo Wealth, LLC
15,343$363.6K0.1%CoreLowHurst, TX2026-10-26
Bell Investment Advisors, Inc
15,066$357.1K0.1%ETFVery LowOrinda, CA2026-10-29
Chapin Davis, Inc.
14,827$351.4K0.1%GrowthHighBaltimore, MD2026-10-09
Professional Financial Management, Inc.
14,590$345.8K0.4%ETFMediumAppleton, WI2026-10-22
XML Financial, LLC
14,392$341.1K0.0%ETFLowBethesda, MD2026-10-29
Rinkey Investments
14,251$337.7K0.1%ETFLowSan Diego, CA2026-10-28
LongView Wealth Management
14,230$337.3K0.1%ETFLowAtlanta, GA2026-10-19
Lederer & Associates Investment Counsel
14,096$3340.0%GrowthLowLong Beach, CA2026-10-23
Kestra Private Wealth Services, LLC
13,853$328.3K0.0%GrowthLowAustin, TX2026-10-30
Silverlake Wealth Management LLC
13,371$316.9K0.1%ETFLowWilliston, VT2026-10-21
Signal Advisors Wealth, LLC
13,266$314.4K0.0%ETFLowDetroit, MI2026-10-13
CWA Asset Management Group, LLC
12,682$300.6K0.0%CoreMediumNaples, FL2026-10-19
Krilogy Financial LLC
12,649$299.9K0.0%GrowthLowSt. Louis, MO2026-10-13
B. Riley Wealth Advisors, Inc.
12,619$299.1K0.0%GrowthLowMemphis, TN2026-10-13
Asset Allocation Strategies LLC
12,491$296.0K0.0%ETFMediumFarmington, MI2026-10-20
Mission Wealth Management, LP
12,391$293.7K0.0%ETFLowSanta Barbara, CA2026-10-15
Patten & Patten Inc
11,841$280.6K0.0%CoreLowChattanooga, TN2026-10-26
Cutler Investment Counsel LLC
11,722$277.8K0.0%CoreLowJacksonville, OR2026-10-28
Evanson Financial, LLC
11,646$276.0K0.0%ETFN/AMclean, VA2026-10-23
Venture Visionary Partners LLC
11,367$269.4K0.0%CoreLowSylvania, OH2026-10-07
Verus Capital Partners, LLC
11,352$269.1K0.0%GrowthLowScottsdale, AZ2026-11-03
Sigma Planning Corp
11,234$266.2K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Integrity Advisory Solutions, LLC
11,199$265.4K0.0%ETFMediumDallas, TX2026-10-29
Strategic Advocates LLC
11,186$265.1K1.0%GrowthLowSacramento, CA2026-11-03
Whelan Financial
10,845$257.0K0.1%ETFLowFresno, CA2026-10-28
John W. Brooker & Co., CPAs
10,843$257.0K0.3%ETFMediumOakland, CA2026-10-21
Fragasso Financial Advisors Inc
10,275$243.6K0.0%ETFLowSewickley, PA2026-10-13
Williams Jones Wealth Management, Llc.
10,222$242.3K0.0%GrowthLowNew York, NY2026-11-05
Bangor Savings Bank
9,958$236.0K0.0%ETFLowBangor, ME2026-10-06
M Holdings Securities, Inc.
9,831$2370.0%ETFHighPortland, OR2026-11-03
Apollon Wealth Management, LLC
9,728$230.6K0.0%GrowthLowMount Pleasant, SC2026-10-23
PDS Planning, Inc
9,714$230.2K0.0%IndexVery LowDublin, OH2026-11-03
MSH Capital Advisors LLC
9,516$225.5K0.0%CoreLowScottsdale, AZ2026-11-03
Chapman Financial Group, LLC
9,350$221.6K0.1%CoreVery LowHonolulu, HI2026-10-26
FC Advisory LLC
9,346$221.5K0.1%ETFVery LowWest Chester, PA2026-10-05
Northland Capital Management LLC
9,250$219.2K0.1%ETFMediumVirginia, MN2026-10-15
Pinnacle Associates LTD
9,225$218.6K0.0%CoreLowNew York, NY2026-10-20
BCS Wealth Management
9,205$218.2K0.0%ETFVery LowJohnson City, TN2026-11-03
Independent Wealth Network Inc.
9,182$217.6K0.1%ETFMediumUrbandale, IA2026-10-19
Allen Capital Group, LLC
9,114$216.0K0.0%CoreLowGrand Island, NE2026-10-27
New Hampshire Trust
9,020$213.8K0.0%CoreLowConcord, NH2026-10-20
Wealth Management Partners, LLC
8,969$212.6K0.0%Agg GrowthLowTucson, AZ2026-10-21
Washington Trust Advisors, Inc.
8,925$211.5K0.0%GrowthLowWellesley, MA2026-10-22
Compass Financial Management LLC
8,881$210.5K0.0%CoreN/ATampa, FL2026-10-30
CGC Financial Services, LLC
8,680$205.7K0.0%ETFLowLake Oswego, OR2026-10-13
Axxcess Wealth Management, LLC
8,570$203.1K0.0%CoreLowCarlsbad, CA2026-10-21
Laurel OAK Wealth Management, LLC
8,524$202.0K0.0%GrowthLowMarlton, NJ2026-10-19
Ashton Thomas Private Wealth, LLC
6,078$144.0K0.0%CoreMediumScottsdale, AZ2026-11-03
Dorato Capital Management
5,871$139.1K0.1%ValueVery LowDenver, CO2026-10-08
Private Wealth Management Group, LLC
5,680$134.6K0.0%ETFLowPrinceton, NJ2026-10-19
Capital Investment Advisory Services, LLC
5,494$130.2K0.0%CoreMediumRaleigh, NC2026-10-30
Rossby Financial, LCC
5,260$124.7K0.0%ETFMediumMelbourne, FL2026-11-05
Ascentis Independent Advisors
5,006$118.6K0.0%ETFLowDallas, TX2026-11-03
Cassaday & Co Wealth Management LLC
4,824$114.3K0.0%ETFVery LowMclean, VA2026-10-27
Maseco LLP
4,791$113.6K0.0%ETFVery LowLondon, United Kingdom2026-10-27
Ashton Thomas Securities, LLC
4,680$110.9K0.0%ETFMediumRochester, NY2026-10-26
Networth Advisors, LLC
4,002$94.8K0.1%ETFMediumCanonsburg, PA2026-11-03
Bullock Wealth Management Group
3,551$84.1K0.0%GrowthLowBloomington, IN2026-10-09
Breakwater Investment Management
3,032$71.9K0.0%ETFLowSeattle, WA2026-10-20
PFS Partners, LLC
2,953$70.0K0.0%ETFVery LowMine Hill, NJ2026-10-21
Private Trust Co NA
2,893$68.6K0.0%CoreLowCleveland, OH2026-10-20
Rosenberg Matthew Hamilton
2,041$48.4K0.0%ETFVery LowGrand Junction, CO2026-10-05
Hamilton Point Investment Advisors, LLC
1,920$45.5K0.0%CoreLowChapel Hill, NC2026-11-03
Valley National Advisers Inc
1,690$40.1K0.0%ETFLowBethlehem, PA2026-10-23
Richardson Financial Services Inc.
1,655$39.2K0.0%GrowthMediumMedway, MA2026-10-30
Nova Financial LLC
1,642$38.9K0.0%N/AN/ATucson, AZ2026-11-04
Kingdom Financial Group Llc.
1,371$32.5K0.0%ETFMediumPeoria, AZ2026-11-04
Root Financial Partners, LLC
1,327$31.5K0.0%ETFMediumEncinitas, CA2026-10-21
Mather Group, Llc.
1,232$29.2K0.0%ETFMediumChicago, IL2026-10-14
Burk Holdings LLC
1,145$27.1K0.0%ETFVery LowTulsa, OK2026-11-05
Tradewinds Capital Management, LLC
1,098$26.0K0.0%ETFVery HighBellingham, WA2026-10-23
Blue Trust, Inc.
1,044$24.7K0.0%ETFLowBrentwood, TN2026-10-15
Asset Dedication, LLC
964$22.8K0.0%ETFLowSan Francisco, CA2026-11-03
Grey Ledge Advisors, LLC
861$20.4K0.0%CoreLowGuilford, CT2026-11-02
NBT Bank, N.A.
732$17.3K0.0%CoreLowNorwich, NY2026-10-21
Cdkv Holdings LLC
629$14.9K0.0%ETFMediumDenver, CO2026-10-28
Latitude Advisors, LLC
547$13.0K0.0%ETFLowYorkville, IL2026-10-27
Signature Equity Partners, LLC
517$12.3K0.0%GrowthMediumColumbus, OH2026-10-29
Silver Grove Financial Group, Inc.
459$10.9K0.0%CoreMediumOrchard Park, NY2026-11-05
Mosley Wealth Management
272$6.5K0.0%ETFHighAnaheim, CA2026-10-16
Community Financial Services Group, LLC
232$5.5K0.0%GrowthLowNewport, VT2026-10-15
Bay Harbor Wealth Management, LLC
229$5.4K0.0%ETFMediumHunt Valley, MD2026-11-03
Hoey Investments, Inc
179$4.2K0.0%Agg GrowthLowCoatesville, PA2026-10-29
McCarley & Cook Financial Planners
168$4.0K0.0%ETFLowCincinnati, OH2026-10-21
Register Financial Advisors LLC
166$3.9K0.0%GARPLowAtlanta, GA2026-10-23
Main Street Group, LTD
145$3.4K0.0%ETFMediumGlen Allen, VA2026-10-28
Balance Wealth Partners LLC
141$3.3K0.0%ETFMediumWorthington, OH2026-10-27
Murphy & Mullick Capital Management Corp
136$3.2K0.0%GrowthLowSmithtown, NY2026-11-02
Armstrong Advisory Group, Inc
120$2.8K0.0%ETFHighNeedham, MA2026-10-09
Brown, Lisle Ings, Inc.
116$2.7K0.0%CoreVery LowProvidence, RI2026-10-16
Financial Management Professionals, Inc.
110$2.6K0.0%ETFMediumAustin, TX2026-10-23
AlphaCore Capital LLC
94$2.2K0.0%ETFLowLa Jolla, CA2026-11-04
Archer Investment Corp
63$1.5K0.0%CoreMediumCarmel, IN2026-11-05
Golden State Wealth Management, LLC
62$1.5K0.0%ETFMediumSanta Ana, CA2026-11-02
Lodestone Wealth Management LLC
56$1.3K0.0%CoreLowSpokane, WA2026-10-14
Salomon & Ludwin, LLC
50$1.2K0.0%ETFVery LowRichmond, VA2026-10-29
Owl Creek Wealth Partners LLC
43$1.0K0.0%IndexLowGreenwood Village, CO2026-10-20
Cape Investment Advisory, Inc.
40$9480.0%ETFLowMcdonough, GA2026-10-13
Physician Wealth Advisors, Inc.
33$7830.0%ETFMediumMidvale, UT2026-10-20
Parallel Advisors, LLC
26$6160.0%IndexLowSan Francisco, CA2026-11-03
Lloyd Advisory Services, Llc.
17$4060.0%ETFVery HighSuwanee, GA2026-11-02
St. Johns Investment Management Company, LLC
10$2370.0%CoreVery LowJacksonville, FL2026-10-30
Signature Resources Capital Management, LLC
5$1180.0%ETFLowNewport Beach, CA2026-10-16
Activest Wealth Management
1$240.0%ETFLowAventura, FL2026-10-15
Morling Financial Advisors, LLC
1$140.0%ETFLowFremont, CA2026-10-28