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Schwab Short-Term US Treas (SCHO)

CUSIP: 808524862 | NYSE | 1773 institutional holders

Quarters

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

Keystone Global Partners, LLC121,561,318
1.0% of portfolio›$2.9M
MCF Advisors LLC5,182,587
4.4% of portfolio›$123.7M
Wealth Enhancement Advisory Services, LLC4,479,076
0.2% of portfolio›$106.9M
Moisand Fitzgerald Tamayo, LLC4,412,615
10.6% of portfolio›$105.3M
Bangor Savings Bank2,768,028
5.0% of portfolio›$66.0M
Midwest Trust Co2,560,505
0.7% of portfolio›$61.1M
LVW Advisors, LLC2,411,339
4.8% of portfolio›$57.5M
Fiduciary Financial Group, LLC2,355,066
6.6% of portfolio›$56.2M
TruNorth Capital Management, LLC2,236,620
8.3% of portfolio›$53.4M
RMR Wealth Builders1,954,478
2.7% of portfolio›$46.6M
High Probability Advisors, LLC1,839,651
4.9% of portfolio›$43.9M
Stephens Group Asset Management, LLC1,712,575
2.3% of portfolio›$40.9M
MassMutual Private Wealth & Trust, FSB1,695,337
1.1% of portfolio›$40.5M
Willis Johnson Wealth, Inc.1,672,996
2.2% of portfolio›$39.9M
Davenport & Co LLC1,645,605
0.2% of portfolio›$39.3M
United Capital Management of KS, Inc.1,248,302
3.9% of portfolio›$29.8M
MBM Wealth Consultants, LLC1,200,012
5.2% of portfolio›$28.6M
Avior Wealth Management, LLC1,138,810
0.7% of portfolio›$27.2M
Charles Schwab Trust Co1,083,293
1.5% of portfolio›$25.8M
Holcombe Financial, Inc.1,040,555
13.7% of portfolio›$24.8M
Journey Advisory Group, LLC1,001,217
1.8% of portfolio›$23.9M
Galvin, Gaustad & Stein, LLC949,186
1.7% of portfolio›$22.6M
Black Diamond Financial, LLC940,565
1.9% of portfolio›$22.4M
Kestra Investment Management, LLC920,538
0.4% of portfolio›$22.0M
KRM Wealth Management L.L.C.869,135
9.1% of portfolio›$20.7M
Courage Miller Partners, LLC867,904
5.5% of portfolio›$20.7M
Novem Group865,926
2.1% of portfolio›$20.7M
Brandywine OAK Private Wealth LLC848,790
1.5% of portfolio›$20.3M
Fund Evaluation Group, LLC772,924
0.4% of portfolio›$18.4M
Prairiewood Capital, LLC698,165
4.2% of portfolio›$16.7M
Robinswood Financial LLC693,423
5.1% of portfolio›$16.6M
Clear Retirement Advice LLC690,428
11.1% of portfolio›$16.5M
AdvisorNet Financial, Inc689,127
0.7% of portfolio›$16.4M
Avidian Wealth Enterprises, LLC672,701
0.4% of portfolio›$16.1M
Arnold Financial Planning LLC630,527
10.3% of portfolio›$15.0M
Stonebridge Financial Group, LLC607,585
1.1% of portfolio›$14.5M
Farther Finance Advisors, LLC592,259
0.1% of portfolio›$14.1M
Towneley Capital Management, Inc / de562,783
2.7% of portfolio›$13.4M
Wealth Forward, LLC544,703
5.9% of portfolio›$13.0M
Inspire Investing, LLC544,230
0.5% of portfolio›$13.0M
Peterson Wealth Advisors, LLC531,181
1.5% of portfolio›$12.7M
Marotta Asset Management526,754
2.1% of portfolio›$12.6M
Blue Sky Capital Consultants Group, Inc.524,983
5.3% of portfolio›$12.5M
Phillip James Consulting Co.495,729
8.0% of portfolio›$11.8M
Clarity Wealth Development LLC488,420
6.6% of portfolio›$11.7M
First National Trust Co472,337
0.4% of portfolio›$11.3M
Sims Investment Management, LLC471,683
3.5% of portfolio›$11.3M
Bank of New York Mellon Corp466,659
0.0% of portfolio›$11.1M
Brown Wealth Management, LLC431,617
2.3% of portfolio›$10.3M
L. Roy Papp & Associates, LLP420,054
1.0% of portfolio›$10.0M
Rosenberg Matthew Hamilton409,323
1.7% of portfolio›$9.8M
Maltin Wealth Management, Inc.409,025
3.2% of portfolio›$9.8M
Cambridge Investment Research Advisors, Inc.404,817
0.0% of portfolio›$9.7K
Western Reserve Capital Management, LLC400,209
6.8% of portfolio›$9.5M
MGO One Seven LLC333,742
0.1% of portfolio›$8.0M
Farrow Financial, Inc.332,700
4.2% of portfolio›$7.9M
Creative Planning327,329
0.0% of portfolio›$7.8M
Associated Banc-Corp321,339
0.2% of portfolio›$7.7M
SMI Advisory Services, LLC321,191
1.2% of portfolio›$7.7M
Castle Rock Wealth Management, LLC319,545
1.4% of portfolio›$7.6M
Plan A Wealth LLC310,692
2.6% of portfolio›$7.4M
Fifth Third Securities, Inc.310,265
0.4% of portfolio›$7.4M
Abacus Planning Group, Inc.304,759
0.9% of portfolio›$7.3M
Islay Capital Management, LLC294,870
3.3% of portfolio›$7.0M
Grove Street Fiduciary, LLC288,811
3.1% of portfolio›$6.9M
Park Avenue Securities LLC283,404
0.0% of portfolio›$6.8K
Altiora Financial Group, LLC276,375
1.1% of portfolio›$6.6M
BIP Wealth, LLC268,136
0.2% of portfolio›$6.4M
Valpey Financial Services, LLC262,582
3.7% of portfolio›$6.3M
Csenge Advisory Group260,475
0.2% of portfolio›$6.2M
CFG Wealth Management Services, Inc.249,507
5.5% of portfolio›$5.9M
Apella Capital, LLC242,405
0.1% of portfolio›$5.8M
Successful Portfolios LLC241,307
2.7% of portfolio›$5.8M
Assetmark, Inc231,777
0.0% of portfolio›$5.5M
Thrivent Financial for Lutherans226,963
0.0% of portfolio›$5.4K
Cliftonlarsonallen Wealth Advisors, LLC225,754
0.1% of portfolio›$5.4M
Evensky & Katz LLC219,423
0.0% of portfolio›$5.2K
Bigelow Investment Advisors, LLC217,685
1.8% of portfolio›$5.2M
HB Wealth Management, LLC211,617
0.0% of portfolio›$5.0M
StoneX Group Inc.204,710
0.2% of portfolio›$4.9M
BFI Wealth Solutions, LLC200,715
3.3% of portfolio›$4.8M
Resonant Capital Advisors, LLC193,138
0.2% of portfolio›$4.6M
Brookstone Capital Management191,397
0.0% of portfolio›$4.6M
Pflug Koory, LLC186,867
1.8% of portfolio›$4.5M
ZynergyRetirementPlanningLLC185,546
2.4% of portfolio›$4.4M
Christensen, King & Associates Investment Services, Inc.181,932
1.6% of portfolio›$4.3M
Independent Solutions Wealth Management, LLC181,027
0.5% of portfolio›$4.3M
Truist Financial Corp180,863
0.0% of portfolio›$4.3M
Harrington Investments, Inc177,834
2.0% of portfolio›$4.2M
Focus Financial Network, Inc.169,999
0.1% of portfolio›$4.1M
Dynamic Advisor Solutions LLC169,657
0.1% of portfolio›$4.0M
WT Wealth Management168,274
1.1% of portfolio›$4.0M
Carlton Hofferkamp & Jenks Wealth Management, LLC167,869
1.3% of portfolio›$4.0M
WBH Advisory Inc163,553
0.3% of portfolio›$3.9M
Kestra Advisory Services, LLC159,386
0.0% of portfolio›$3.8M
Versant Capital Management, Inc154,449
0.3% of portfolio›$3.7M
Investment Research Partners LLC150,217
1.2% of portfolio›$3.6M
Cornerstone Wealth Advisors, Inc.149,810
0.7% of portfolio›$3.6M
Johnson Financial Group, LLC146,593
0.2% of portfolio›$3.5M
Lodestar Private Asset Management LLC146,226
0.3% of portfolio›$3.5M
Commonwealth Equity Services, LLC145,249
0.0% of portfolio›$3.5M
Park National Corp141,559
0.1% of portfolio›$3.4M
Great Lakes Retirement, Inc.135,148
0.3% of portfolio›$3.2M
Kestra Private Wealth Services, LLC133,530
0.0% of portfolio›$3.2M
TrustWell Financial Advisors, LLC130,525
2.6% of portfolio›$3.1M
Journey Beyond Wealth, LLC129,889
2.3% of portfolio›$3.1M
Eagle Strategies LLC129,026
0.3% of portfolio›$3.1M
Pinkerton Wealth, LLC129,023
0.5% of portfolio›$3.1M
Main Street Group, LTD128,790
0.7% of portfolio›$3.1M
ETF Store, Inc.127,526
2.5% of portfolio›$3.0M
SigFig Wealth Management, LLC126,962
0.1% of portfolio›$3.0M
Asset Allocation Strategies LLC126,658
0.5% of portfolio›$3.0M
Globalt Investments LLC / GA126,429
0.1% of portfolio›$3.0M
Sima Wealth Partners, LLC125,827
2.1% of portfolio›$3.0M
Heritage Wealth Management, Inc.125,000
1.0% of portfolio›$3.0M
True Freedom Investing, LLC121,909
0.5% of portfolio›$2.9M
XY Planning Network, Inc.121,380
0.3% of portfolio›$2.9M
Burk Holdings LLC120,718
1.0% of portfolio›$2.9M
Verdence Capital Advisors LLC120,574
0.1% of portfolio›$2.9M
Triad Wealth Partners, LLC119,284
0.2% of portfolio›$2.8M
Creative Financial Designs Inc119,033
0.1% of portfolio›$2.8M
Pittenger & Anderson Inc111,980
0.1% of portfolio›$2.7M
North Forty Two & Co.110,606
2.2% of portfolio›$2.6M
GW Henssler & Associates LTD109,362
0.1% of portfolio›$2.6M
Ballast Rock Private Wealth LLC107,647
1.2% of portfolio›$2.6M
Capital Investment Advisors, LLC107,161
0.0% of portfolio›$2.6M
Vise Technologies, Inc.104,894
0.0% of portfolio›$2.5M
Frontier Asset Management, LLC103,529
0.5% of portfolio›$2.5M
National Wealth Management Group, LLC103,127
0.7% of portfolio›$2.5M
Carnegie Investment Counsel101,966
0.0% of portfolio›$2.4M
Compass Financial Group, Inc99,248
0.3% of portfolio›$2.4M
New Hampshire Trust98,927
0.4% of portfolio›$2.4M
IFP Advisors, Inc98,757
0.0% of portfolio›$2.4M
VestGen Advisors, LLC95,296
0.1% of portfolio›$2.3M
Pines Wealth Management, LLC94,486
0.6% of portfolio›$2.3M
W.H. Cornerstone Investments Inc.94,479
1.2% of portfolio›$2.3M
Prime Capital Investment Advisors, LLC93,152
0.0% of portfolio›$2.2M
Blue Capital, Inc.92,172
1.4% of portfolio›$2.2M
Sheets Smith Wealth Management90,959
0.2% of portfolio›$2.2M
Collaborative Fund Advisors, LLC90,142
1.2% of portfolio›$2.2M
Centurion Wealth Management LLC89,559
0.5% of portfolio›$2.1M
DMC Group, LLC87,379
1.5% of portfolio›$2.1M
RCS Financial Planning, LLC83,965
1.1% of portfolio›$2.0M
Lantern Wealth Advisors, LLC82,435
0.8% of portfolio›$2.0M
Anderson Hoagland & Co78,218
0.1% of portfolio›$1.9M
First Financial Group Corp75,680
1.4% of portfolio›$1.8M
Juncture Wealth Strategies, LLC75,586
0.5% of portfolio›$1.8M
True Link Financial Advisors, LLC75,228
0.1% of portfolio›$1.8M
Walkner Condon Financial Advisors LLC75,088
0.2% of portfolio›$1.8M
Reality Financial Planning Services, LLC73,189
1.7% of portfolio›$1.7M
Kuhn & Co Investment Counsel71,345
0.9% of portfolio›$1.7M
Traveka Wealth, LLC69,894
0.5% of portfolio›$1.7M
Breakwater Investment Management68,499
0.5% of portfolio›$1.6M
Innovative Wealth Building LLC67,796
0.9% of portfolio›$1.6M
Roberts Financial Services LLC67,014
0.5% of portfolio›$1.6M
Tanglewood Wealth Management, Inc.66,447
0.1% of portfolio›$1.6M
United Advisor Group, LLC64,286
0.1% of portfolio›$1.5M
Barton Investment Management62,420
0.2% of portfolio›$1.5M
DBK Financial Counsel, LLC58,670
1.1% of portfolio›$1.4M
ARK & TLK Investments, LLC57,814
0.3% of portfolio›$1.4M
MBE Wealth Management, LLC57,274
0.5% of portfolio›$1.4M
K2 Financial Inc.56,775
0.9% of portfolio›$1.4M
Beverly Hills Private Wealth, LLC56,594
0.2% of portfolio›$1.4M
Great Waters Wealth Management55,560
0.1% of portfolio›$1.3M
Highline Wealth Partners LLC55,375
0.3% of portfolio›$1.3M
Tempus Wealth Planning, LLC55,320
0.3% of portfolio›$1.3M
Alliance Wealth Management Group55,205
0.3% of portfolio›$1.3M
Towercrest Capital Management55,205
0.2% of portfolio›$1.3M
EverSource Wealth Advisors, LLC54,499
0.0% of portfolio›$1.3M
Team Financial Group, LLC52,754
0.5% of portfolio›$1.3M
Saxony Capital Management, LLC52,237
0.5% of portfolio›$1.2M
Compass Financial Management LLC52,231
0.1% of portfolio›$1.2M
Barnes Dennig Private Wealth Management LLC52,011
1.0% of portfolio›$1.2M
SeaCrest Wealth Management, LLC51,930
0.1% of portfolio›$1.2M
Seek First Inc.51,720
0.8% of portfolio›$1.2M
Upper Left Wealth Management, LLC51,419
0.6% of portfolio›$1.2M
Asset One Wealth Management LLC51,205
0.1% of portfolio›$1.2M
Aventus Investment Advisors, Inc.50,842
0.9% of portfolio›$1.2M
Veery Capital, LLC50,094
0.3% of portfolio›$1.2M
Tennessee Valley Asset Management Partners49,345
0.1% of portfolio›$1.2M
Gilbert Capital Group, Inc.47,660
0.8% of portfolio›$1.1M
Concurrent Investment Advisors, LLC47,079
0.0% of portfolio›$1.1M
Downshift Financial, LLC46,557
0.5% of portfolio›$1.1M
Rossby Financial, LCC46,470
0.2% of portfolio›$1.1M
Bright Futures Wealth Management, Llc.46,034
0.8% of portfolio›$1.1M
Evanson Financial, LLC45,809
0.1% of portfolio›$1.1M
Twele Capital Management, Inc.45,693
0.2% of portfolio›$1.1M
Sellwood Investment Partners LLC45,532
0.4% of portfolio›$1.1M
ARS Wealth Advisors Group, LLC45,397
0.1% of portfolio›$1.1M
Family Investment Center, Inc.41,828
0.2% of portfolio›$998.0K
Independent Financial Group, LLC40,814
0.0% of portfolio›$973.8K
LifePlan Financial, LLC40,753
0.7% of portfolio›$972.8K
Diversify Wealth Management, LLC38,471
0.0% of portfolio›$919.1K
Diversify Advisory Services, LLC38,471
0.0% of portfolio›$919.1K
Mendota Financial Group, LLC38,114
0.6% of portfolio›$909.4K
Meridian Wealth Management, LLC37,882
0.0% of portfolio›$903.9K
Foster Victor Wealth Advisors, LLC37,704
0.0% of portfolio›$901.1K
Madden Securities Corp36,938
0.2% of portfolio›$881.3K
Signature Estate & Investment Advisors LLC36,908
0.0% of portfolio›$880.6K
Princeton Global Asset Management LLC35,057
0.1% of portfolio›$836.5K
Beacon Financial Advisory LLC34,319
0.2% of portfolio›$818.9K
D.B. Root & Company, LLC34,063
0.2% of portfolio›$812.8K
First County Bank34,013
0.4% of portfolio›$811.6K
Elmwood Wealth Management, Inc.34,000
0.2% of portfolio›$811.2K
L.K. Benson & Company, P.C.33,863
0.2% of portfolio›$808.0K
Altfest L J & Co Inc32,807
0.1% of portfolio›$782.8K
Cambridge Advisors Inc.32,796
0.1% of portfolio›$782.5K
Smithbridge Asset Management Inc32,763
0.1% of portfolio›$781.7K
Laurel OAK Wealth Management, LLC32,321
0.1% of portfolio›$771.2K
FAI Advisors, Inc.31,489
0.3% of portfolio›$751.3K
Pacific Capital Wealth Advisors, Inc.30,871
0.1% of portfolio›$736.6K
Westover Capital Advisors, LLC30,828
0.1% of portfolio›$735.6K
Avestar Capital, LLC30,460
0.1% of portfolio›$726.8K
Stewardship Advisors, LLC29,996
0.1% of portfolio›$715.7K
Bdfs Capital LLC29,981
0.4% of portfolio›$715.3K
Mainsail Financial Group, LLC29,637
0.2% of portfolio›$707.1K
Adelphi Trust Co29,482
0.5% of portfolio›$703.4K
Sage Investment Advisers LLC28,846
0.4% of portfolio›$688.3K
Stonekeep Investments, LLC28,844
0.4% of portfolio›$688.2K
Weitzel Financial Services, Inc.28,567
0.2% of portfolio›$680.3K
Sprinkle Financial Consultants LLC28,540
0.3% of portfolio›$681.0K
Titleist Asset Management, LLC28,510
0.0% of portfolio›$680.2K
Global Trust Asset Management, LLC27,750
0.2% of portfolio›$662.1K
Simplicity Wealth,LLC27,748
0.0% of portfolio›$662.1K
Hartline Investment Corp/27,650
0.1% of portfolio›$659.7K
Brucke Financial, Inc.27,580
0.3% of portfolio›$658.1K
Brighton Jones LLC27,560
0.0% of portfolio›$657.6K
Noble Family Wealth, LLC27,420
0.1% of portfolio›$654.2K
Align Financial, LLC27,166
0.3% of portfolio›$648.2K
Blake Schutter Theil Wealth Advisors, LLC25,663
0.4% of portfolio›$612.3K
Citigroup Inc25,539
0.0% of portfolio›$609.3K
MLG Wealth Management DBA Pine Grove Financial Group25,426
0.1% of portfolio›$606.7K
Sapient Capital LLC24,539
0.0% of portfolio›$585.5K
Choreo, LLC24,435
0.0% of portfolio›$583.0K
Moneco Advisors, LLC24,175
0.0% of portfolio›$576.8K
BCS Wealth Management23,914
0.1% of portfolio›$570.6K
waypoint wealth counsel23,500
0.3% of portfolio›$560.7K
Wealthcare Advisory Partners LLC23,346
0.0% of portfolio›$557.0K
Ashton Thomas Private Wealth, LLC23,123
0.0% of portfolio›$551.7K
Schaeffer Financial LLC22,607
0.4% of portfolio›$539.4K
Krilogy Financial LLC22,560
0.0% of portfolio›$538.3K
Tactive Advisors, LLC22,179
0.1% of portfolio›$529.2K
Valeo Financial Advisors, LLC21,953
0.0% of portfolio›$116.6K
Unify Financial Advisors21,357
0.5% of portfolio›$509.6K
Amicus Financial Advisors, LLC21,304
0.1% of portfolio›$508.3K
First Affirmative Financial Network21,301
0.1% of portfolio›$508.2K
Pacific Park Financial, Inc.21,118
0.3% of portfolio›$503.9K
Diversified Enterprises, LLC21,116
0.0% of portfolio›$503.8K
Firestone Capital Management20,793
0.1% of portfolio›$496.1K
Chapman Financial Group, LLC20,636
0.3% of portfolio›$492.4K
Koshinski Asset Management, Inc.20,583
0.0% of portfolio›$491.1K
Live Oak Private Wealth LLC20,234
0.1% of portfolio›$482.8K
Balboa Wealth Partners19,993
0.1% of portfolio›$477.0K
Guardian Financial Partners, LLC19,889
0.2% of portfolio›$474.6K
Perigon Wealth Management, LLC19,860
0.0% of portfolio›$473.9K
Blossom Wealth Management19,629
0.6% of portfolio›$468.3K
NewCorp Financial Services, Inc.19,539
0.4% of portfolio›$466.2K
Mission Wealth Management, LP19,515
0.0% of portfolio›$465.6K
Independent Wealth Network Inc.19,181
0.1% of portfolio›$457.7K
Spinnaker Investment Group, LLC19,153
0.1% of portfolio›$457.0K
Avant Financial Advisors LLC19,043
0.3% of portfolio›$454.4K
Hennion & Walsh Asset Management, Inc.18,937
0.0% of portfolio›$451.8K
1620 Investment Advisors, Inc.18,796
0.3% of portfolio›$448.5K
Planned Solutions, Inc.18,675
0.1% of portfolio›$445.6K
Birchbrook, Inc.18,538
0.2% of portfolio›$442.3K
Mainstream Capital Management LLC18,337
0.3% of portfolio›$437.5K
Autumn Glory Partners, LLC17,970
0.1% of portfolio›$428.8K
Onyx Bridge Wealth Group LLC17,875
0.0% of portfolio›$426.5K
Redw Wealth LLC17,263
0.2% of portfolio›$411.9K
Signet Investment Advisory Group, Inc.16,681
0.2% of portfolio›$398.0K
Signature Resources Capital Management, LLC16,410
0.2% of portfolio›$391.5K
Morton Capital Management LLC16,274
0.0% of portfolio›$388.3K
Enclave Advisors LLC16,265
0.0% of portfolio›$388.1K
Avail Investment Partners, LLC15,797
0.3% of portfolio›$376.9K
Financial Harvest, LLC15,661
0.2% of portfolio›$373.7K
Founders Financial Securities LLC15,477
0.0% of portfolio›$369.3K
LexAurum Advisors, LLC15,235
0.0% of portfolio›$363.5K
Hardin Capital Partners, LLC15,047
0.2% of portfolio›$359.0K
B. Riley Wealth Advisors, Inc.15,039
0.0% of portfolio›$358.8K
Chilton Capital Management LLC14,915
0.0% of portfolio›$355.9K
Kings Path Partners LLC14,666
0.1% of portfolio›$349.9K
Sightline Wealth Advisors, LLC14,644
0.2% of portfolio›$349.4K
Kingswood Wealth Advisors, LLC14,632
0.0% of portfolio›$349.1K
Valtinson Bruner Financial Planning LLC14,618
0.1% of portfolio›$348.8K
Signal Advisors Wealth, LLC14,609
0.0% of portfolio›$348.6K
Strategic Blueprint, LLC14,580
0.0% of portfolio›$347.9K
Arkfeld Wealth Strategies, L.L.C.14,508
0.1% of portfolio›$346.0K
WPG Advisers, LLC14,196
0.2% of portfolio›$338.7K
Latitude Advisors, LLC14,040
0.1% of portfolio›$335.0K
Lodestone Wealth Management LLC13,937
0.1% of portfolio›$332.5K
Inman Jager Wealth Management, LLC13,837
0.2% of portfolio›$330.2K
Valley Forge Investment Consultants Inc ADV13,694
0.1% of portfolio›$326.7K
WBI Investments, LLC13,541
0.1% of portfolio›$323.1K
Carolina Wealth Management Inc13,525
0.1% of portfolio›$322.7K
Brewster Financial Planning LLC13,505
0.2% of portfolio›$322.2K
CGN Advisors LLC13,470
0.0% of portfolio›$321.4K
Evermay Wealth Management LLC13,408
0.0% of portfolio›$319.9K
Friedenthal Financial13,285
0.1% of portfolio›$317.0K
Revisor Wealth Management LLC13,239
0.1% of portfolio›$316.6K
Badgley Phelps Wealth Managers, LLC12,885
0.0% of portfolio›$307.4K
Genesee Capital Advisors, LLC12,700
0.1% of portfolio›$303.0K
Myecfo, LLC12,663
0.1% of portfolio›$302.1K
Robertson Stephens Wealth Management, LLC12,627
0.0% of portfolio›$301.3K
Wedbush Securities Inc12,626
0.0% of portfolio›$301
Patriot Financial Group Insurance Agency, LLC12,609
0.0% of portfolio›$300.9K
Anson Capital, Inc.12,346
0.2% of portfolio›$294.6K
Clay Northam Wealth Management, LLC12,300
0.1% of portfolio›$293.5K
Claro Advisors Inc.12,236
0.0% of portfolio›$292.0K
American Institute for Advanced Investment Management, LLP12,175
0.2% of portfolio›$290.5K
American Capital Advisory, LLC11,960
0.1% of portfolio›$285.4K
PFG Advisors11,947
0.0% of portfolio›$285.0K
Insight Wealth Strategies, LLC11,932
0.0% of portfolio›$284.7K
Gradient Capital Advisors, LLC11,860
0.1% of portfolio›$283.0K
Eagle Bay Advisors LLC11,848
0.2% of portfolio›$282.7K
Pine Haven Investment Counsel, Inc11,641
0.2% of portfolio›$277.8K
Uptick Partners, LLC11,592
0.0% of portfolio›$276.6K
Values First Advisors, Inc.11,358
0.1% of portfolio›$271.0K
Elm3 Financial Group, LLC11,246
0.2% of portfolio›$268.3K
Morling Financial Advisors, LLC11,233
0.1% of portfolio›$268.0K
Old National Bancorp11,123
0.0% of portfolio›$265.4K
Meadowbrook Wealth Management, LLC11,008
0.3% of portfolio›$262.7K
Ballast Financial Advisors LLC10,714
0.2% of portfolio›$255.6K
Core Wealth Partners LLC10,626
0.1% of portfolio›$253.5K
Sagespring Wealth Partners, LLC10,611
0.0% of portfolio›$253.2K
John W. Brooker & Co., CPAs10,594
0.3% of portfolio›$252.8K
WMG Financial Advisors, LLC10,513
0.1% of portfolio›$253.8K
Certified Advisory Corp10,488
0.0% of portfolio›$250.2K
Lauterbach Financial Advisors, LLC10,446
0.1% of portfolio›$249.2K
Axxcess Wealth Management, LLC10,380
0.0% of portfolio›$247.7K
Lido Advisors, LLC10,347
0.0% of portfolio›$246.9K
Salem Investment Counselors Inc10,324
0.0% of portfolio›$246.3K
RFG Advisory, LLC10,258
0.0% of portfolio›$244.8K
Zullo Investment Group, Inc.10,223
0.1% of portfolio›$243.9K
Ejmk Ventures LLC10,106
0.1% of portfolio›$241.1K
Alpha Omega Wealth Management LLC10,099
0.0% of portfolio›$241.0K
Oppenheimer & Co Inc10,087
0.0% of portfolio›$240.7K
Silverlake Wealth Management LLC9,944
0.0% of portfolio›$237.3K
Edgemoor Investment Advisors, Inc.9,836
0.0% of portfolio›$234.7K
Lynx Investment Advisory9,723
0.1% of portfolio›$232.0K
Soltis Investment Advisors LLC9,688
0.0% of portfolio›$231.2K
Carrera Capital Advisors9,520
0.0% of portfolio›$227.2K
FCG Investment Co9,474
0.1% of portfolio›$226.0K
Graves Light Lenhart Wealth, Inc.9,343
0.0% of portfolio›$222.9K
Aull & Monroe Investment Management Corp9,300
0.1% of portfolio›$221.9K
Robinson Smith Wealth Advisors LLC9,294
0.1% of portfolio›$221.7K
Bridgelight Financial Advisors, Inc.8,992
0.1% of portfolio›$214.5K
Stirlingshire Investments, Inc.8,989
0.2% of portfolio›$214.7K
Modera Wealth Management, LLC8,965
0.0% of portfolio›$213.9K
Blume Capital Management, Inc.8,898
0.0% of portfolio›$212.3K
Sentinel Pension Advisors, LLC8,770
0.0% of portfolio›$209.3K
TPG Advisors LLC8,502
0.1% of portfolio›$202.9K
Trek Financial, LLC8,467
0.0% of portfolio›$202.0K
Daytona Street Capital LLC7,976
0.1% of portfolio›$190.0K
Fairman Group, LLC7,030
0.1% of portfolio›$167.7K
Clean Yield Group6,724
0.0% of portfolio›$160.4K
Larson Financial Group LLC6,702
0.0% of portfolio›$159.9K
Private Trust Co NA6,495
0.0% of portfolio›$155.0K
Contravisory Investment Management, Inc.6,420
0.0% of portfolio›$153.2K
Marshall & Sterling Wealth Advisors Inc.6,417
0.1% of portfolio›$153.1K
Cape Investment Advisory, Inc.6,233
0.0% of portfolio›$148.7K
TD Private Client Wealth LLC5,743
0.0% of portfolio›$137.0K
SRH Advisors, LLC5,640
0.0% of portfolio›$134.6K
Toth Financial Advisory Corp5,029
0.0% of portfolio›$120.0K
Bulwark Capital Corp4,960
0.1% of portfolio›$118.3K
Root Financial Partners, LLC4,781
0.0% of portfolio›$114.1K
Archer Investment Corp4,609
0.0% of portfolio›$110.0K
Legacy Bridge, LLC4,600
0.0% of portfolio›$109.8K
Peck Wealth Management, LLC4,000
0.1% of portfolio›$95.4K
Eastern Bank3,862
0.0% of portfolio›$92.1K
Provenance Wealth Advisors, LLC3,813
0.0% of portfolio›$91.0K
High Note Wealth, LLC3,686
0.0% of portfolio›$87.9K
Key Capital Management, Inc2,982
0.0% of portfolio›$71.2K
Capital Investment Advisory Services, LLC2,892
0.0% of portfolio›$69.0K
Richards, Merrill & Peterson, Inc.2,622
0.0% of portfolio›$62.6K
Blue Trust, Inc.2,496
0.0% of portfolio›$59.6K
Grey Ledge Advisors, LLC2,368
0.0% of portfolio›$56.5K
Tradewinds Capital Management, LLC2,290
0.0% of portfolio›$54.6K
CoreCap Advisors, LLC2,086
0.0% of portfolio›$49.8K
Kennebec Savings Bank2,077
0.0% of portfolio›$49.6K
Gilpin Wealth Management, LLC2,075
0.0% of portfolio›$49.5K
Comprehensive Financial Planning, Inc.1,847
0.0% of portfolio›$44.1K
AlphaCore Capital LLC1,250
0.0% of portfolio›$29.8K
Physician Wealth Advisors, Inc.1,142
0.0% of portfolio›$27.2K
Dorato Capital Management1,094
0.0% of portfolio›$26.1K
Costello Asset Management, Inc1,065
0.0% of portfolio›$25.4K
Nova Financial LLC1,022
0.0% of portfolio›$24.4K
Vision Financial Markets LLC1,000
0.0% of portfolio›$23.9K
Asset Dedication, LLC994
0.0% of portfolio›$23.7K
Lanark Financial, Inc.980
0.0% of portfolio›$23.4K
Carolina Wealth Advisors, LLC895
0.0% of portfolio›$21.4K
Nfsg Corp864
0.0% of portfolio›$20.6K
Blue Bell Private Wealth Management, LLC844
0.0% of portfolio›$20.1K
Provident Wealth Management, LLC827
0.0% of portfolio›$19.7K
Avion Wealth780
0.0% of portfolio›$18
Towne Trust Company, N.a728
0.0% of portfolio›$17.4K
NBT Bank, N.A.702
0.0% of portfolio›$16.8K
Trust Co of Vermont643
0.0% of portfolio›$15.3K
Golden State Wealth Management, LLC631
0.0% of portfolio›$15.1K
Davis Capital Management628
0.0% of portfolio›$15.0K
Cassaday & Co Wealth Management LLC546
0.0% of portfolio›$13.0K
Silver Grove Financial Group, Inc.532
0.0% of portfolio›$12.7K
GK Wealth Management LLC532
0.0% of portfolio›$12.7K
Center for Financial Planning, Inc.501
0.0% of portfolio›$12.0K
Ascentis Independent Advisors500
0.0% of portfolio›$11.9K
Signature Equity Partners, LLC427
0.0% of portfolio›$10.2K
GHP Investment Advisors, Inc.418
0.0% of portfolio›$10.0K
Arcadia Investment Advisors LLC356
0.0% of portfolio›$8.5K
Parkside Financial Bank & Trust310
0.0% of portfolio›$7.4K
Parallel Advisors, LLC263
0.0% of portfolio›$6.3K
Wilmington Savings Fund Society, FSB245
0.0% of portfolio›$5.8K
McCarley & Cook Financial Planners224
0.0% of portfolio›$5.3K
Barrett & Company, Inc.216
0.0% of portfolio›$5.2K
Heritage Family Offices, LLP146
0.0% of portfolio›$3.5K
Ascentis Wealth Management, LLC144
0.0% of portfolio›$3.4K
Ashton Thomas Securities, LLC100
0.0% of portfolio›$2.4K
JFS Wealth Advisors, LLC92
0.0% of portfolio›$2.2K
Biltmore Family Office, LLC82
0.0% of portfolio›$2.0K
Salomon & Ludwin, LLC67
0.0% of portfolio›$1.6K
Trust Co61
0.0% of portfolio›$1.5K
Triumph Capital Management56
0.0% of portfolio›$1.3K
Olistico Wealth, LLC41
0.0% of portfolio›$978
Signaturefd, LLC38
0.0% of portfolio›$912
Spire Wealth Management31
0.0% of portfolio›$740
TD Waterhouse Canada Inc.27
0.0% of portfolio›$643
Kingdom Financial Group Llc.24
0.0% of portfolio›$573
Valley National Advisers Inc14
0.0% of portfolio›$335
Cordgrass Capital Advisors, LLC12
0.0% of portfolio›$286
Strategic Advocates LLC12
0.0% of portfolio›$286
Abound Wealth Management4
0.0% of portfolio›$96
StyleTurnoverLocationFiled
Keystone Global Partners, LLC
121,561,318$2.9M1.0%ETFMediumDenver, CO2026-10-13
MCF Advisors LLC
5,182,587$123.7M4.4%ETFLowLexington, KY2026-10-28
Wealth Enhancement Advisory Services, LLC
4,479,076$106.9M0.2%CoreLowPlymouth, MN2026-10-13
Moisand Fitzgerald Tamayo, LLC
4,412,615$105.3M10.6%ETFVery LowOrlando, FL2026-10-15
Bangor Savings Bank
2,768,028$66.0M5.0%ETFLowBangor, ME2026-10-06
Midwest Trust Co
2,560,505$61.1M0.7%CoreLowOverland Park, KS2026-10-22
LVW Advisors, LLC
2,411,339$57.5M4.8%CoreMediumPittsford, NY2026-10-19
Fiduciary Financial Group, LLC
2,355,066$56.2M6.6%ETFLowSan Rafael, CA2026-10-13
TruNorth Capital Management, LLC
2,236,620$53.4M8.3%ETFLowKalamazoo, MI2026-10-14
RMR Wealth Builders
1,954,478$46.6M2.7%ETFLowMontclair, NJ2026-10-22
High Probability Advisors, LLC
1,839,651$43.9M4.9%ETFVery LowPittsford, NY2026-10-19
Stephens Group Asset Management, LLC
1,712,575$40.9M2.3%ETFVery LowLittle Rock, AR2026-10-09
MassMutual Private Wealth & Trust, FSB
1,695,337$40.5M1.1%CoreLowSpringfield, MA2026-10-05
Willis Johnson Wealth, Inc.
1,672,996$39.9M2.2%ETFLowHouston, TX2026-11-03
Davenport & Co LLC
1,645,605$39.3M0.2%CoreMediumRichmond, VA2026-10-14
United Capital Management of KS, Inc.
1,248,302$29.8M3.9%GrowthMediumSalina, KS2026-11-04
MBM Wealth Consultants, LLC
1,200,012$28.6M5.2%ETFVery LowChesterfield, MO2026-10-20
Avior Wealth Management, LLC
1,138,810$27.2M0.7%ETFMediumOmaha, NE2026-10-13
Charles Schwab Trust Co
1,083,293$25.8M1.5%ETFLowHenderson, NV2026-10-15
Holcombe Financial, Inc.
1,040,555$24.8M13.7%ETFLowAtlanta, GA2026-10-16
Journey Advisory Group, LLC
1,001,217$23.9M1.8%CoreMediumCovington, KY2026-11-04
Galvin, Gaustad & Stein, LLC
949,186$22.6M1.7%CoreMediumScottsdale, AZ2026-10-08
Black Diamond Financial, LLC
940,565$22.4M1.9%ETFVery LowTowson, MD2026-10-26
Kestra Investment Management, LLC
920,538$22.0M0.4%ETFMediumAustin, TX2026-11-04
KRM Wealth Management L.L.C.
869,135$20.7M9.1%ETFVery LowReno, NV2026-11-02
Courage Miller Partners, LLC
867,904$20.7M5.5%ETFVery LowNorfolk, VA2026-10-21
Novem Group
865,926$20.7M2.1%ETFMediumRochester, NY2026-10-19
Brandywine OAK Private Wealth LLC
848,790$20.3M1.5%ETFVery LowKennett Square, PA2026-10-23
Fund Evaluation Group, LLC
772,924$18.4M0.4%ETFLowCincinnati, OH2026-11-05
Prairiewood Capital, LLC
698,165$16.7M4.2%ETFVery LowFargo, ND2026-10-16
Robinswood Financial LLC
693,423$16.6M5.1%ETFVery LowKirkland, WA2026-10-20
Clear Retirement Advice LLC
690,428$16.5M11.1%ETFVery LowSan Mateo, CA2026-10-22
AdvisorNet Financial, Inc
689,127$16.4M0.7%ETFLowMinnetonka, MN2026-10-15
Avidian Wealth Enterprises, LLC
672,701$16.1M0.4%ETFLowHouston, TX2026-10-08
Arnold Financial Planning LLC
630,527$15.0M10.3%ETFVery LowHiawatha, IA2026-10-20
Stonebridge Financial Group, LLC
607,585$14.5M1.1%ETFMediumWormleysburg, PA2026-10-01
Farther Finance Advisors, LLC
592,259$14.1M0.1%IndexLowSan Francisco, CA2026-10-08
Towneley Capital Management, Inc / de
562,783$13.4M2.7%ETFVery LowLaguna Hills, CA2026-10-09
Wealth Forward, LLC
544,703$13.0M5.9%ETFMediumFargo, ND2026-10-14
Inspire Investing, LLC
544,230$13.0M0.5%GARPHighMeridian, ID2026-10-22
Peterson Wealth Advisors, LLC
531,181$12.7M1.5%ETFLowOrem, UT2026-10-08
Marotta Asset Management
526,754$12.6M2.1%ETFLowCharlottesville, VA2026-10-02
Blue Sky Capital Consultants Group, Inc.
524,983$12.5M5.3%GrowthMediumPoway, CA2026-10-13
Phillip James Consulting Co.
495,729$11.8M8.0%ETFVery HighPlymouth, MN2026-11-03
Clarity Wealth Development LLC
488,420$11.7M6.6%ETFLowCorvallis, OR2026-10-22
First National Trust Co
472,337$11.3M0.4%GrowthLowJohnstown, PA2026-10-28
Sims Investment Management, LLC
471,683$11.3M3.5%ETFVery LowCincinnati, OH2026-10-13
Bank of New York Mellon Corp
466,659$11.1M0.0%CoreLowNew York, NY2026-11-05
Brown Wealth Management, LLC
431,617$10.3M2.3%ETFMediumNaperville, IL2026-10-20
L. Roy Papp & Associates, LLP
420,054$10.0M1.0%CoreVery LowPhoenix, AZ2026-10-21
Rosenberg Matthew Hamilton
409,323$9.8M1.7%ETFVery LowGrand Junction, CO2026-10-05
Maltin Wealth Management, Inc.
409,025$9.8M3.2%ETFMediumRidgewood, NJ2026-10-13
Cambridge Investment Research Advisors, Inc.
404,817$9.7K0.0%ETFLowFairfield, IA2026-11-02
Western Reserve Capital Management, LLC
400,209$9.5M6.8%ETFLowHudson, OH2026-10-14
MGO One Seven LLC
333,742$8.0M0.1%GrowthLowBeachwood, OH2026-10-28
Farrow Financial, Inc.
332,700$7.9M4.2%ETFLowSouth Burlington, VT2026-10-30
Creative Planning
327,329$7.8M0.0%IndexVery LowOverland Park, KS2026-11-02
Associated Banc-Corp
321,339$7.7M0.2%CoreLowGreen Bay, WI2026-10-30
SMI Advisory Services, LLC
321,191$7.7M1.2%ETFMediumColumbus, IN2026-10-13
Castle Rock Wealth Management, LLC
319,545$7.6M1.4%GrowthMediumWalnut Creek, CA2026-10-09
Plan A Wealth LLC
310,692$7.4M2.6%CoreLowLincoln, NE2026-10-08
Fifth Third Securities, Inc.
310,265$7.4M0.4%ETFLowCincinnati, OH2026-10-21
Abacus Planning Group, Inc.
304,759$7.3M0.9%ETFLowColumbia, SC2026-11-02
Islay Capital Management, LLC
294,870$7.0M3.3%ETFMediumLubbock, TX2026-10-20
Grove Street Fiduciary, LLC
288,811$6.9M3.1%ETFVery LowPeterborough, NH2026-10-13
Park Avenue Securities LLC
283,404$6.8K0.0%ETFMediumNew York, NY2026-10-26
Altiora Financial Group, LLC
276,375$6.6M1.1%ETFLowLebanon, OH2026-11-04
BIP Wealth, LLC
268,136$6.4M0.2%ETFMediumAtlanta, GA2026-10-22
Valpey Financial Services, LLC
262,582$6.3M3.7%ETFVery LowConcord, NH2026-10-30
Csenge Advisory Group
260,475$6.2M0.2%ETFMediumClearwater, FL2026-11-04
CFG Wealth Management Services, Inc.
249,507$5.9M5.5%ETFLowIndianapolis, XX2026-10-21
Apella Capital, LLC
242,405$5.8M0.1%ETFVery LowWest Hartford, CT2026-10-08
Successful Portfolios LLC
241,307$5.8M2.7%CoreVery LowClearwater, FL2026-10-09
Assetmark, Inc
231,777$5.5M0.0%ETFLowConcord, CA2026-10-21
Thrivent Financial for Lutherans
226,963$5.4K0.0%GARPMediumMinneapolis, MN2026-11-05
Cliftonlarsonallen Wealth Advisors, LLC
225,754$5.4M0.1%ETFLowMinneapolis, MN2026-10-14
Evensky & Katz LLC
219,423$5.2K0.0%ETFVery LowCoral Gables, FL2026-10-27
Bigelow Investment Advisors, LLC
217,685$5.2M1.8%ETFLowPortland, ME2026-10-13
HB Wealth Management, LLC
211,617$5.0M0.0%IndexVery LowAtlanta, GA2026-10-23
StoneX Group Inc.
204,710$4.9M0.2%ETFMediumNew York, NY2026-11-03
BFI Wealth Solutions, LLC
200,715$4.8M3.3%ETFLowDallas, TX2026-10-16
Resonant Capital Advisors, LLC
193,138$4.6M0.2%ETFLowMadison, WI2026-10-15
Brookstone Capital Management
191,397$4.6M0.0%ETFMediumWheaton, IL2026-10-22
Pflug Koory, LLC
186,867$4.5M1.8%CoreVery LowOmaha, NE2026-10-26
ZynergyRetirementPlanningLLC
185,546$4.4M2.4%ETFVery LowRed Bank, NJ2026-10-08
Christensen, King & Associates Investment Services, Inc.
181,932$4.3M1.6%ETFVery LowRichland, WA2026-10-22
Independent Solutions Wealth Management, LLC
181,027$4.3M0.5%GrowthLowWilliamsville, NY2026-10-28
Truist Financial Corp
180,863$4.3M0.0%CoreLowCharlotte, NC2026-10-30
Harrington Investments, Inc
177,834$4.2M2.0%CoreVery LowNapa, CA2026-10-14
Focus Financial Network, Inc.
169,999$4.1M0.1%ETFLowMinneapolis, MN2026-10-14
Dynamic Advisor Solutions LLC
169,657$4.0M0.1%ETFLowPhoenix, AZ2026-10-13
WT Wealth Management
168,274$4.0M1.1%ETFMediumScottsdale, AZ2026-10-13
Carlton Hofferkamp & Jenks Wealth Management, LLC
167,869$4.0M1.3%ETFLowThe Woodlands, TX2026-10-21
WBH Advisory Inc
163,553$3.9M0.3%ETFLowBaltimore, MD2026-11-05
Kestra Advisory Services, LLC
159,386$3.8M0.0%CoreLowAustin, TX2026-11-02
Versant Capital Management, Inc
154,449$3.7M0.3%GARPLowPhoenix, AZ2026-10-02
Investment Research Partners LLC
150,217$3.6M1.2%CoreLowLemont, PA2026-10-19
Cornerstone Wealth Advisors, Inc.
149,810$3.6M0.7%ETFLowEdina, MN2026-10-16
Johnson Financial Group, LLC
146,593$3.5M0.2%ETFLowDenver, CO2026-11-03
Lodestar Private Asset Management LLC
146,226$3.5M0.3%ETFLowAlamo, CA2026-10-26
Commonwealth Equity Services, LLC
145,249$3.5M0.0%ETFLowWaltham, MA2026-11-02
Park National Corp
141,559$3.4M0.1%CoreLowNewark, OH2026-10-05
Great Lakes Retirement, Inc.
135,148$3.2M0.3%GrowthLowSandusky, OH2026-10-26
Kestra Private Wealth Services, LLC
133,530$3.2M0.0%GrowthLowAustin, TX2026-10-30
TrustWell Financial Advisors, LLC
130,525$3.1M2.6%ETFMediumJacksonville, FL2026-10-15
Journey Beyond Wealth, LLC
129,889$3.1M2.3%ETFLowRoswell, GA2026-11-04
Eagle Strategies LLC
129,026$3.1M0.3%ETFLowNew York, NY2026-10-16
Pinkerton Wealth, LLC
129,023$3.1M0.5%CoreHighCoeur D Alene, ID2026-10-29
Main Street Group, LTD
128,790$3.1M0.7%ETFMediumGlen Allen, VA2026-10-28
ETF Store, Inc.
127,526$3.0M2.5%ETFVery LowOverland Park, KS2026-10-19
SigFig Wealth Management, LLC
126,962$3.0M0.1%ETFLowSan Francisco, CA2026-10-07
Asset Allocation Strategies LLC
126,658$3.0M0.5%ETFMediumFarmington, MI2026-10-20
Globalt Investments LLC / GA
126,429$3.0M0.1%ETFLowAtlanta, GA2026-10-27
Sima Wealth Partners, LLC
125,827$3.0M2.1%ETFVery LowRichmond, VA2026-10-19
Heritage Wealth Management, Inc.
125,000$3.0M1.0%ETFLowSan Diego, CA2026-10-27
True Freedom Investing, LLC
121,909$2.9M0.5%CoreHighCoeur D'Alene, ID2026-10-29
XY Planning Network, Inc.
121,380$2.9M0.3%ETFLowBozeman, MT2026-10-14
Burk Holdings LLC
120,718$2.9M1.0%ETFVery LowTulsa, OK2026-11-05
Verdence Capital Advisors LLC
120,574$2.9M0.1%CoreMediumHunt Valley, MD2026-10-26
Triad Wealth Partners, LLC
119,284$2.8M0.2%ETFMediumLawrence, KS2026-10-26
Creative Financial Designs Inc
119,033$2.8M0.1%ETFMediumKokomo, IN2026-11-04
Pittenger & Anderson Inc
111,980$2.7M0.1%CoreLowLincoln, NE2026-11-02
North Forty Two & Co.
110,606$2.6M2.2%ETFVery LowLake Oswego, OR2026-10-19
GW Henssler & Associates LTD
109,362$2.6M0.1%CoreMediumKennesaw, GA2026-10-26
Ballast Rock Private Wealth LLC
107,647$2.6M1.2%ETFMediumCharleston, SC2026-10-26
Capital Investment Advisors, LLC
107,161$2.6M0.0%CoreLowAtlanta, GA2026-10-22
Vise Technologies, Inc.
104,894$2.5M0.0%IndexLowNew York, NY2026-10-29
Frontier Asset Management, LLC
103,529$2.5M0.5%ETFLowSheridan, WY2026-10-28
National Wealth Management Group, LLC
103,127$2.5M0.7%ETFMediumCincinnati, OH2026-10-26
Carnegie Investment Counsel
101,966$2.4M0.0%CoreLowPepper Pike, OH2026-10-20
Compass Financial Group, Inc
99,248$2.4M0.3%ETFVery LowSioux Falls, SD2026-10-13
New Hampshire Trust
98,927$2.4M0.4%CoreLowConcord, NH2026-10-20
IFP Advisors, Inc
98,757$2.4M0.0%GrowthLowTampa, FL2026-10-16
VestGen Advisors, LLC
95,296$2.3M0.1%GrowthMediumChicago, IL2026-10-27
Pines Wealth Management, LLC
94,486$2.3M0.6%GrowthLowSouthern Pines, NC2026-10-21
W.H. Cornerstone Investments Inc.
94,479$2.3M1.2%CoreLowKingston, MA2026-11-03
Prime Capital Investment Advisors, LLC
93,152$2.2M0.0%ETFLowOverland Park, KS2026-10-20
Blue Capital, Inc.
92,172$2.2M1.4%CoreHighOmaha, NE2026-10-13
Sheets Smith Wealth Management
90,959$2.2M0.2%CoreLowWinston-Salem, NC2026-10-16
Collaborative Fund Advisors, LLC
90,142$2.2M1.2%GrowthVery HighReno, NV2026-11-02
Centurion Wealth Management LLC
89,559$2.1M0.5%ETFMediumMclean, VA2026-10-13
DMC Group, LLC
87,379$2.1M1.5%CoreMediumBirmingham, AL2026-10-26
RCS Financial Planning, LLC
83,965$2.0M1.1%ETFMediumAnnapolis, MD2026-10-14
Lantern Wealth Advisors, LLC
82,435$2.0M0.8%GrowthLowMelville, NY2026-10-22
Anderson Hoagland & Co
78,218$1.9M0.1%ETFLowSt Louis, MO2026-10-23
First Financial Group Corp
75,680$1.8M1.4%ETFLowRaleigh, NC2026-10-22
Juncture Wealth Strategies, LLC
75,586$1.8M0.5%ETFLowScottsdale, AZ2026-10-06
True Link Financial Advisors, LLC
75,228$1.8M0.1%ETFLowSan Francisco, CA2026-10-27
Walkner Condon Financial Advisors LLC
75,088$1.8M0.2%ETFLowVerona, WI2026-11-02
Reality Financial Planning Services, LLC
73,189$1.7M1.7%ETFVery LowSarasota, FL2026-11-03
Kuhn & Co Investment Counsel
71,345$1.7M0.9%CoreLowChicago, IL2026-10-29
Traveka Wealth, LLC
69,894$1.7M0.5%ETFLowLos Altos, CA2026-10-19
Breakwater Investment Management
68,499$1.6M0.5%ETFLowSeattle, WA2026-10-20
Innovative Wealth Building LLC
67,796$1.6M0.9%ETFVery LowCalifornia, MD2026-10-14
Roberts Financial Services LLC
67,014$1.6M0.5%ETFLowMarquette, MI2026-10-23
Tanglewood Wealth Management, Inc.
66,447$1.6M0.1%ETFMediumHouston, TX2026-10-23
United Advisor Group, LLC
64,286$1.5M0.1%ETFLowCincinnati, OH2026-11-03
Barton Investment Management
62,420$1.5M0.2%GrowthVery LowWest Conshohocken, PA2026-10-27
DBK Financial Counsel, LLC
58,670$1.4M1.1%ETFVery LowCuyahoga Falls, OH2026-10-13
ARK & TLK Investments, LLC
57,814$1.4M0.3%ETFLowOklahoma City, OK2026-10-20
MBE Wealth Management, LLC
57,274$1.4M0.5%ETFVery LowTomah, WI2026-10-26
K2 Financial Inc.
56,775$1.4M0.9%ETFLowGlendora, CA2026-10-26
Beverly Hills Private Wealth, LLC
56,594$1.4M0.2%ValueMediumBeverly Hills, CA2026-11-04
Great Waters Wealth Management
55,560$1.3M0.1%ETFVery LowShoreview, MN2026-10-07
Highline Wealth Partners LLC
55,375$1.3M0.3%ETFMediumSherman Oaks, CA2026-10-19
Tempus Wealth Planning, LLC
55,320$1.3M0.3%ETFMediumIrvine, CA2026-10-14
Alliance Wealth Management Group
55,205$1.3M0.3%ETFLowFlemington, NJ2026-10-29
Towercrest Capital Management
55,205$1.3M0.2%ETFVery LowNewtown, PA2026-10-23
EverSource Wealth Advisors, LLC
54,499$1.3M0.0%CoreMediumBirmingham, AL2026-11-04
Team Financial Group, LLC
52,754$1.3M0.5%ETFLowTemecula, CA2026-10-30
Saxony Capital Management, LLC
52,237$1.2M0.5%ETFMediumSt. Louis, MO2026-10-15
Compass Financial Management LLC
52,231$1.2M0.1%CoreN/ATampa, FL2026-10-30
Barnes Dennig Private Wealth Management LLC
52,011$1.2M1.0%CoreLowCincinnati, OH2026-10-30
SeaCrest Wealth Management, LLC
51,930$1.2M0.1%GrowthLowPurchase, NY2026-10-21
Seek First Inc.
51,720$1.2M0.8%ETFLowCampbell, CA2026-10-27
Upper Left Wealth Management, LLC
51,419$1.2M0.6%ETFMediumTampa, FL2026-10-14
Asset One Wealth Management LLC
51,205$1.2M0.1%GrowthLowBellevue, WA2026-11-02
Aventus Investment Advisors, Inc.
50,842$1.2M0.9%ETFLowNaples, FL2026-10-09
Veery Capital, LLC
50,094$1.2M0.3%ETFVery LowWilmington, DE2026-10-07
Tennessee Valley Asset Management Partners
49,345$1.2M0.1%ETFLowKnoxville, TN2026-11-03
Gilbert Capital Group, Inc.
47,660$1.1M0.8%ETFHighNorth Yarmouth, ME2026-10-28
Concurrent Investment Advisors, LLC
47,079$1.1M0.0%GrowthMediumTampa, FL2026-10-16
Downshift Financial, LLC
46,557$1.1M0.5%ETFLowBoulder, CO2026-10-13
Rossby Financial, LCC
46,470$1.1M0.2%ETFMediumMelbourne, FL2026-11-05
Bright Futures Wealth Management, Llc.
46,034$1.1M0.8%CoreHighWebster, Ny 14580, NY2026-10-23
Evanson Financial, LLC
45,809$1.1M0.1%ETFN/AMclean, VA2026-10-23
Twele Capital Management, Inc.
45,693$1.1M0.2%ETFVery LowMinnetonka, MN2026-10-13
Sellwood Investment Partners LLC
45,532$1.1M0.4%ETFLowPortland, OR2026-11-03
ARS Wealth Advisors Group, LLC
45,397$1.1M0.1%CoreLowSt. Petersburg, FL2026-10-16
Family Investment Center, Inc.
41,828$998.0K0.2%ETFMediumSaint Joseph, MO2026-10-19
Independent Financial Group, LLC
40,814$973.8K0.0%GrowthLowSan Diego, CA2026-10-13
LifePlan Financial, LLC
40,753$972.8K0.7%CoreLowMankato, MN2026-10-13
Diversify Wealth Management, LLC
38,471$919.1K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
38,471$919.1K0.0%GrowthLowSandy, UT2026-10-20
Mendota Financial Group, LLC
38,114$909.4K0.6%ETFLowMadison, WI2026-10-07
Meridian Wealth Management, LLC
37,882$903.9K0.0%GrowthLowLexington, KY2026-11-05
Foster Victor Wealth Advisors, LLC
37,704$901.1K0.0%CoreMediumGreenville, SC2026-10-21
Madden Securities Corp
36,938$881.3K0.2%GrowthMediumDallas, TX2026-10-27
Signature Estate & Investment Advisors LLC
36,908$880.6K0.0%ETFMediumLos Angeles, CA2026-10-13
Princeton Global Asset Management LLC
35,057$836.5K0.1%GrowthLowPrinceton, NJ2026-10-21
Beacon Financial Advisory LLC
34,319$818.9K0.2%ETFLowCleveland, OH2026-10-16
D.B. Root & Company, LLC
34,063$812.8K0.2%ETFLowPittsburgh, PA2026-11-04
First County Bank
34,013$811.6K0.4%GrowthLowStamford, CT2026-10-13
Elmwood Wealth Management, Inc.
34,000$811.2K0.2%ETFLowBerkeley, CA2026-10-14
L.K. Benson & Company, P.C.
33,863$808.0K0.2%YieldVery LowTimonium, MD2026-10-23
Altfest L J & Co Inc
32,807$782.8K0.1%ETFHighNew York, NY2026-10-27
Cambridge Advisors Inc.
32,796$782.5K0.1%ETFVery LowOmaha, NE2026-10-19
Smithbridge Asset Management Inc
32,763$781.7K0.1%GrowthLowChadds Ford, PA2026-10-19
Laurel OAK Wealth Management, LLC
32,321$771.2K0.1%GrowthLowMarlton, NJ2026-10-19
FAI Advisors, Inc.
31,489$751.3K0.3%GrowthLowFarmington Hills, MI2026-10-27
Pacific Capital Wealth Advisors, Inc.
30,871$736.6K0.1%ETFLowCorona, CA2026-10-22
Westover Capital Advisors, LLC
30,828$735.6K0.1%MomentumLowWilmington, DE2026-10-26
Avestar Capital, LLC
30,460$726.8K0.1%GrowthLowNew York, NY2026-10-28
Stewardship Advisors, LLC
29,996$715.7K0.1%ETFMediumMount Joy, PA2026-10-20
Bdfs Capital LLC
29,981$715.3K0.4%ETFLowRehoboth Beach, DE2026-10-14
Mainsail Financial Group, LLC
29,637$707.1K0.2%ETFLowBellevue, WA2026-10-23
Adelphi Trust Co
29,482$703.4K0.5%GrowthLowSaint Petersburg, FL2026-10-05
Sage Investment Advisers LLC
28,846$688.3K0.4%ETFLowWappingers Falls, NY2026-10-21
Stonekeep Investments, LLC
28,844$688.2K0.4%ETFLowSante Fe, NM2026-10-15
Weitzel Financial Services, Inc.
28,567$680.3K0.2%ETFVery LowDubuque, IA2026-10-16
Sprinkle Financial Consultants LLC
28,540$681.0K0.3%ETFLowLittleton, CO2026-10-09
Titleist Asset Management, LLC
28,510$680.2K0.0%ETFLowSan Antonio, TX2026-10-08
Global Trust Asset Management, LLC
27,750$662.1K0.2%GrowthMediumPalm Beach Gardens, FL2026-10-19
Simplicity Wealth,LLC
27,748$662.1K0.0%ETFLowSummit, NJ2026-10-23
Hartline Investment Corp/
27,650$659.7K0.1%GrowthMediumWinnetka, IL2026-10-29
Brucke Financial, Inc.
27,580$658.1K0.3%GrowthMediumIndianapolis, IN2026-10-23
Brighton Jones LLC
27,560$657.6K0.0%CoreVery LowSeattle, WA2026-11-03
Noble Family Wealth, LLC
27,420$654.2K0.1%ETFVery LowClearwater, FL2026-10-26
Align Financial, LLC
27,166$648.2K0.3%ETFVery LowHermantown, MN2026-10-16
Blake Schutter Theil Wealth Advisors, LLC
25,663$612.3K0.4%ETFLowDayton, OH2026-11-02
Citigroup Inc
25,539$609.3K0.0%CoreMediumNew York, NY2026-11-04
MLG Wealth Management DBA Pine Grove Financial Group
25,426$606.7K0.1%ETFMediumWoodbury, MN2026-10-13
Sapient Capital LLC
24,539$585.5K0.0%GrowthMediumIndianapolis, IN2026-10-08
Choreo, LLC
24,435$583.0K0.0%IndexLowRockford, IL2026-10-28
Moneco Advisors, LLC
24,175$576.8K0.0%ETFLowFairfield, CT2026-11-05
BCS Wealth Management
23,914$570.6K0.1%ETFVery LowJohnson City, TN2026-11-03
waypoint wealth counsel
23,500$560.7K0.3%CoreLowAtlanta, GA2026-10-22
Wealthcare Advisory Partners LLC
23,346$557.0K0.0%ETFLowWest Chester, PA2026-10-21
Ashton Thomas Private Wealth, LLC
23,123$551.7K0.0%CoreMediumScottsdale, AZ2026-11-03
Schaeffer Financial LLC
22,607$539.4K0.4%ETFLowRockville, MD2026-10-23
Krilogy Financial LLC
22,560$538.3K0.0%GrowthLowSt. Louis, MO2026-10-13
Tactive Advisors, LLC
22,179$529.2K0.1%ETFHighJacksonville, FL2026-10-08
Valeo Financial Advisors, LLC
21,953$116.6K0.0%ETFLowCarmel, IN2026-10-08
Unify Financial Advisors
21,357$509.6K0.5%ETFMediumClearwater, FL2026-11-03
Amicus Financial Advisors, LLC
21,304$508.3K0.1%ETFLowLubbock, TX2026-11-03
First Affirmative Financial Network
21,301$508.2K0.1%CoreN/AColorado Springs, CO2026-10-21
Pacific Park Financial, Inc.
21,118$503.9K0.3%ETFMediumLagina Hills, CA2026-10-13
Diversified Enterprises, LLC
21,116$503.8K0.0%ETFVery LowWilmington, DE2026-10-19
Firestone Capital Management
20,793$496.1K0.1%ETFVery LowSouth Miami, FL2026-11-03
Chapman Financial Group, LLC
20,636$492.4K0.3%CoreVery LowHonolulu, HI2026-10-26
Koshinski Asset Management, Inc.
20,583$491.1K0.0%ETFLowDecatur, IL2026-10-29
Live Oak Private Wealth LLC
20,234$482.8K0.1%ValueLowWilmington, NC2026-11-02
Balboa Wealth Partners
19,993$477.0K0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
Guardian Financial Partners, LLC
19,889$474.6K0.2%ETFLowOrange, CA2026-11-04
Perigon Wealth Management, LLC
19,860$473.9K0.0%GrowthLowSan Francisco, CA2026-10-22
Blossom Wealth Management
19,629$468.3K0.6%GrowthLowSan Ramon, Ca, CA2026-11-03
NewCorp Financial Services, Inc.
19,539$466.2K0.4%ETFLowAlpharetta, GA2026-10-14
Mission Wealth Management, LP
19,515$465.6K0.0%ETFLowSanta Barbara, CA2026-10-15
Independent Wealth Network Inc.
19,181$457.7K0.1%ETFMediumUrbandale, IA2026-10-19
Spinnaker Investment Group, LLC
19,153$457.0K0.1%ETFLowNewport Beach, CA2026-10-13
Avant Financial Advisors LLC
19,043$454.4K0.3%ETFVery LowAustin, TX2026-11-02
Hennion & Walsh Asset Management, Inc.
18,937$451.8K0.0%ValueMediumParsippany, NJ2026-10-13
1620 Investment Advisors, Inc.
18,796$448.5K0.3%ValueLowPlymouth, MA2026-11-04
Planned Solutions, Inc.
18,675$445.6K0.1%ETFLowFolsom, CA2026-10-19
Birchbrook, Inc.
18,538$442.3K0.2%ETFLowBangor, ME2026-10-14
Mainstream Capital Management LLC
18,337$437.5K0.3%GrowthLowLos Angeles, CA2026-10-23
Autumn Glory Partners, LLC
17,970$428.8K0.1%CoreMediumDallas, TX2026-10-26
Onyx Bridge Wealth Group LLC
17,875$426.5K0.0%ETFMediumTarrytown, NY2026-10-16
Redw Wealth LLC
17,263$411.9K0.2%ETFLowAlbuquerque, NM2026-11-02
Signet Investment Advisory Group, Inc.
16,681$398.0K0.2%CoreVery LowProvidence, RI2026-10-30
Signature Resources Capital Management, LLC
16,410$391.5K0.2%ETFLowNewport Beach, CA2026-10-16
Morton Capital Management LLC
16,274$388.3K0.0%ETFVery LowCalabasas, CA2026-10-23
Enclave Advisors LLC
16,265$388.1K0.0%ETFMediumAustin, TX2026-10-14
Avail Investment Partners, LLC
15,797$376.9K0.3%CoreMediumLemont, PA2026-10-16
Financial Harvest, LLC
15,661$373.7K0.2%ETFVery LowWinter Park, FL2026-10-15
Founders Financial Securities LLC
15,477$369.3K0.0%ETFMediumTowson, MD2026-10-28
LexAurum Advisors, LLC
15,235$363.5K0.0%ETFLowOverland Park, KS2026-10-19
Hardin Capital Partners, LLC
15,047$359.0K0.2%YieldVery LowGreenville, SC2026-10-09
B. Riley Wealth Advisors, Inc.
15,039$358.8K0.0%GrowthLowMemphis, TN2026-10-13
Chilton Capital Management LLC
14,915$355.9K0.0%GrowthMediumHouston, TX2026-10-28
Kings Path Partners LLC
14,666$349.9K0.1%ETFVery LowSugar Land, TX2026-10-21
Sightline Wealth Advisors, LLC
14,644$349.4K0.2%ETFLowGroton, CT2026-10-21
Kingswood Wealth Advisors, LLC
14,632$349.1K0.0%GrowthLowSan Diego, CA2026-10-23
Valtinson Bruner Financial Planning LLC
14,618$348.8K0.1%ETFLowNew Brighton, MN2026-11-02
Signal Advisors Wealth, LLC
14,609$348.6K0.0%ETFLowDetroit, MI2026-10-13
Strategic Blueprint, LLC
14,580$347.9K0.0%ETFLowAtlanta, GA2026-10-22
Arkfeld Wealth Strategies, L.L.C.
14,508$346.0K0.1%ValueLowOmaha, NE2026-10-19
WPG Advisers, LLC
14,196$338.7K0.2%CoreLowBaltimore, MD2026-10-27
Latitude Advisors, LLC
14,040$335.0K0.1%ETFLowYorkville, IL2026-10-27
Lodestone Wealth Management LLC
13,937$332.5K0.1%CoreLowSpokane, WA2026-10-14
Inman Jager Wealth Management, LLC
13,837$330.2K0.2%ETFVery LowHattiesburg, MS2026-11-05
Valley Forge Investment Consultants Inc ADV
13,694$326.7K0.1%ETFVery LowAudubon, PA2026-11-03
WBI Investments, LLC
13,541$323.1K0.1%ValueVery HighRed Bank, NJ2026-11-05
Carolina Wealth Management Inc
13,525$322.7K0.1%ETFN/AGreenville, NC2026-10-29
Brewster Financial Planning LLC
13,505$322.2K0.2%ETFVery LowBrooklyn, NY2026-10-13
CGN Advisors LLC
13,470$321.4K0.0%ETFLowManhattan, KS2026-10-21
Evermay Wealth Management LLC
13,408$319.9K0.0%ETFLowArlington, VA2026-11-05
Friedenthal Financial
13,285$317.0K0.1%ETFHighMarlton, NJ2026-10-27
Revisor Wealth Management LLC
13,239$316.6K0.1%CoreLowAkron, OH2026-10-20
Badgley Phelps Wealth Managers, LLC
12,885$307.4K0.0%GrowthVery LowSeattle, WA2026-10-22
Genesee Capital Advisors, LLC
12,700$303.0K0.1%ETFMediumAuburn, NY2026-10-20
Myecfo, LLC
12,663$302.1K0.1%ETFVery LowLa Jolla, CA2026-10-14
Robertson Stephens Wealth Management, LLC
12,627$301.3K0.0%ETFMediumSan Francisco, CA2026-10-16
Wedbush Securities Inc
12,626$3010.0%CoreLowPasadena, CA2026-10-22
Patriot Financial Group Insurance Agency, LLC
12,609$300.9K0.0%GrowthLowWalpole, MA2026-10-14
Anson Capital, Inc.
12,346$294.6K0.2%ETFLowTyrone, GA2026-10-23
Clay Northam Wealth Management, LLC
12,300$293.5K0.1%GrowthVery LowHuntington Beach, CA2026-10-13
Claro Advisors Inc.
12,236$292.0K0.0%CoreLowBoston, MA2026-11-02
American Institute for Advanced Investment Management, LLP
12,175$290.5K0.2%ETFLowScottsdale, AZ2026-11-03
American Capital Advisory, LLC
11,960$285.4K0.1%ETFLowKetchum, ID2026-10-28
PFG Advisors
11,947$285.0K0.0%ETFMediumPhoenix, AZ2026-10-16
Insight Wealth Strategies, LLC
11,932$284.7K0.0%ETFHighSan Ramon, CA2026-10-09
Gradient Capital Advisors, LLC
11,860$283.0K0.1%ETFLowSan Diego, CA2026-10-21
Eagle Bay Advisors LLC
11,848$282.7K0.2%GrowthMediumNew York, NY2026-10-16
Pine Haven Investment Counsel, Inc
11,641$277.8K0.2%CoreVery LowFairhaven, MA2026-11-02
Uptick Partners, LLC
11,592$276.6K0.0%ETFLowNacogdoches, TX2026-11-04
Values First Advisors, Inc.
11,358$271.0K0.1%CoreMediumJohnson City, TN2026-10-23
Elm3 Financial Group, LLC
11,246$268.3K0.2%GrowthMediumAlpharetta, GA2026-10-07
Morling Financial Advisors, LLC
11,233$268.0K0.1%ETFLowFremont, CA2026-10-28
Old National Bancorp
11,123$265.4K0.0%CoreLowEvansville, IN2026-10-20
Meadowbrook Wealth Management, LLC
11,008$262.7K0.3%GrowthMediumGarden City, NY2026-10-08
Ballast Financial Advisors LLC
10,714$255.6K0.2%ETFVery LowWest Chester, PA2026-10-26
Core Wealth Partners LLC
10,626$253.5K0.1%GrowthLowSanta Rosa, CA2026-11-02
Sagespring Wealth Partners, LLC
10,611$253.2K0.0%ETFLowFranklin, TN2026-10-22
John W. Brooker & Co., CPAs
10,594$252.8K0.3%ETFMediumOakland, CA2026-10-21
WMG Financial Advisors, LLC
10,513$253.8K0.1%ETFLowKnoxville, TN2026-10-28
Certified Advisory Corp
10,488$250.2K0.0%ETFLowAltamonte Springs, FL2026-10-29
Lauterbach Financial Advisors, LLC
10,446$249.2K0.1%ETFVery LowEl Paso, TX2026-10-21
Axxcess Wealth Management, LLC
10,380$247.7K0.0%CoreLowCarlsbad, CA2026-10-21
Lido Advisors, LLC
10,347$246.9K0.0%GrowthLowLos Angeles, CA2026-11-04
Salem Investment Counselors Inc
10,324$246.3K0.0%GrowthVery LowWinston-Salem, NC2026-10-13
RFG Advisory, LLC
10,258$244.8K0.0%ETFMediumBirmingham, AL2026-11-03
Zullo Investment Group, Inc.
10,223$243.9K0.1%GrowthVery LowScranton, PA2026-10-20
Ejmk Ventures LLC
10,106$241.1K0.1%GrowthMediumItasca, IL2026-10-21
Alpha Omega Wealth Management LLC
10,099$241.0K0.0%ValueLowRichmond, VA2026-10-23
Oppenheimer & Co Inc
10,087$240.7K0.0%CoreLowNew York, NY2026-10-26
Silverlake Wealth Management LLC
9,944$237.3K0.0%ETFLowWilliston, VT2026-10-21
Edgemoor Investment Advisors, Inc.
9,836$234.7K0.0%CoreVery LowBethesda, MD2026-11-03
Lynx Investment Advisory
9,723$232.0K0.1%ETFLowWashington, Dc, DC2026-10-27
Soltis Investment Advisors LLC
9,688$231.2K0.0%CoreMediumSt. George, UT2026-10-28
Carrera Capital Advisors
9,520$227.2K0.0%ETFMediumTroy, MI2026-11-03
FCG Investment Co
9,474$226.0K0.1%GrowthHighGermantown, TN2026-10-13
Graves Light Lenhart Wealth, Inc.
9,343$222.9K0.0%ETFVery LowHarrisonburg, VA2026-10-09
Aull & Monroe Investment Management Corp
9,300$221.9K0.1%CoreVery LowMobile, AL2026-10-16
Robinson Smith Wealth Advisors LLC
9,294$221.7K0.1%ETFLowSouth Portland, ME2026-10-22
Bridgelight Financial Advisors, Inc.
8,992$214.5K0.1%CoreMediumShelton, CT2026-10-20
Stirlingshire Investments, Inc.
8,989$214.7K0.2%ETFMediumNew York, NY2026-11-05
Modera Wealth Management, LLC
8,965$213.9K0.0%ETFVery LowWestwood, NJ2026-10-28
Blume Capital Management, Inc.
8,898$212.3K0.0%CoreMediumBerkeley, CA2026-10-26
Sentinel Pension Advisors, LLC
8,770$209.3K0.0%ETFLowWakefield, MA2026-11-02
TPG Advisors LLC
8,502$202.9K0.1%ETFVery LowNorthfield, IL2026-10-16
Trek Financial, LLC
8,467$202.0K0.0%ETFHighScottsdale, AZ2026-10-29
Daytona Street Capital LLC
7,976$190.0K0.1%Deep ValueMediumSaint Louis, MO2026-10-15
Fairman Group, LLC
7,030$167.7K0.1%ETFLowChesterbrook, PA2026-10-26
Clean Yield Group
6,724$160.4K0.0%CoreLowNorwich, VT2026-10-28
Larson Financial Group LLC
6,702$159.9K0.0%GrowthLowSt Louis, MO2026-11-05
Private Trust Co NA
6,495$155.0K0.0%CoreLowCleveland, OH2026-10-20
Contravisory Investment Management, Inc.
6,420$153.2K0.0%MomentumHighNorwell, MA2026-10-13
Marshall & Sterling Wealth Advisors Inc.
6,417$153.1K0.1%ETFMediumPoughkeepsie, NY2026-10-28
Cape Investment Advisory, Inc.
6,233$148.7K0.0%ETFLowMcdonough, GA2026-10-13
TD Private Client Wealth LLC
5,743$137.0K0.0%ETFLowNew York, NY2026-10-28
SRH Advisors, LLC
5,640$134.6K0.0%ETFVery LowSalina, KS2026-10-22
Toth Financial Advisory Corp
5,029$120.0K0.0%CoreLowLeesburg, VA2026-10-08
Bulwark Capital Corp
4,960$118.3K0.1%ETFMediumFernandina Beach, FL2026-10-13
Root Financial Partners, LLC
4,781$114.1K0.0%ETFMediumEncinitas, CA2026-10-21
Archer Investment Corp
4,609$110.0K0.0%CoreMediumCarmel, IN2026-11-05
Legacy Bridge, LLC
4,600$109.8K0.0%GrowthVery LowWest Des Moines, IA2026-10-28
Peck Wealth Management, LLC
4,000$95.4K0.1%ETFLowWhite Plains, NY2026-10-29
Eastern Bank
3,862$92.1K0.0%GrowthMediumBoston, MA2026-10-05
Provenance Wealth Advisors, LLC
3,813$91.0K0.0%ETFLowFort Lauderdale, FL2026-10-30
High Note Wealth, LLC
3,686$87.9K0.0%ETFVery LowDeephaven, MN2026-10-27
Key Capital Management, Inc
2,982$71.2K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Capital Investment Advisory Services, LLC
2,892$69.0K0.0%CoreMediumRaleigh, NC2026-10-30
Richards, Merrill & Peterson, Inc.
2,622$62.6K0.0%GrowthLowSpokane, WA2026-10-19
Blue Trust, Inc.
2,496$59.6K0.0%ETFLowBrentwood, TN2026-10-15
Grey Ledge Advisors, LLC
2,368$56.5K0.0%CoreLowGuilford, CT2026-11-02
Tradewinds Capital Management, LLC
2,290$54.6K0.0%ETFVery HighBellingham, WA2026-10-23
CoreCap Advisors, LLC
2,086$49.8K0.0%ETFMediumSouthfield, MI2026-10-08
Kennebec Savings Bank
2,077$49.6K0.0%CoreLowAugusta, ME2026-10-22
Gilpin Wealth Management, LLC
2,075$49.5K0.0%GrowthLowDenver, CO2026-10-09
Comprehensive Financial Planning, Inc.
1,847$44.1K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
AlphaCore Capital LLC
1,250$29.8K0.0%ETFLowLa Jolla, CA2026-11-04
Physician Wealth Advisors, Inc.
1,142$27.2K0.0%ETFMediumMidvale, UT2026-10-20
Dorato Capital Management
1,094$26.1K0.0%ValueVery LowDenver, CO2026-10-08
Costello Asset Management, Inc
1,065$25.4K0.0%CoreLowFeasterville, PA2026-10-30
Nova Financial LLC
1,022$24.4K0.0%N/AN/ATucson, AZ2026-11-04
Vision Financial Markets LLC
1,000$23.9K0.0%CoreLowStamford, CT2026-10-22
Asset Dedication, LLC
994$23.7K0.0%ETFLowSan Francisco, CA2026-11-03
Lanark Financial, Inc.
980$23.4K0.0%CoreMediumBirmingham, AL2026-10-26
Carolina Wealth Advisors, LLC
895$21.4K0.0%YieldHighMyrtle Beach, SC2026-10-23
Nfsg Corp
864$20.6K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Blue Bell Private Wealth Management, LLC
844$20.1K0.0%YieldVery LowBlue Bell, PA2026-10-29
Provident Wealth Management, LLC
827$19.7K0.0%ETFVery LowBrentwood, TN2026-10-20
Avion Wealth
780$180.0%ETFLowThe Woodlands, TX2026-11-04
Towne Trust Company, N.a
728$17.4K0.0%CoreLowNewport News, VA2026-10-28
NBT Bank, N.A.
702$16.8K0.0%CoreLowNorwich, NY2026-10-21
Trust Co of Vermont
643$15.3K0.0%CoreVery LowBrattleboro, VT2026-10-21
Golden State Wealth Management, LLC
631$15.1K0.0%ETFMediumSanta Ana, CA2026-11-02
Davis Capital Management
628$15.0K0.0%CoreLowJacksonville, FL2026-10-08
Cassaday & Co Wealth Management LLC
546$13.0K0.0%ETFVery LowMclean, VA2026-10-27
Silver Grove Financial Group, Inc.
532$12.7K0.0%CoreMediumOrchard Park, NY2026-11-05
GK Wealth Management LLC
532$12.7K0.0%GARPVery HighReno, NV2026-10-09
Center for Financial Planning, Inc.
501$12.0K0.0%ETFLowSouthfied, MI2026-10-26
Ascentis Independent Advisors
500$11.9K0.0%ETFLowDallas, TX2026-11-03
Signature Equity Partners, LLC
427$10.2K0.0%GrowthMediumColumbus, OH2026-10-29
GHP Investment Advisors, Inc.
418$10.0K0.0%CoreVery LowDenver, CO2026-10-15
Arcadia Investment Advisors LLC
356$8.5K0.0%ETFLowEagle, ID2026-10-13
Parkside Financial Bank & Trust
310$7.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
Parallel Advisors, LLC
263$6.3K0.0%IndexLowSan Francisco, CA2026-11-03
Wilmington Savings Fund Society, FSB
245$5.8K0.0%CoreLowWilmington, DE2026-10-23
McCarley & Cook Financial Planners
224$5.3K0.0%ETFLowCincinnati, OH2026-10-21
Barrett & Company, Inc.
216$5.2K0.0%ETFLowProvidence, RI2026-10-22
Heritage Family Offices, LLP
146$3.5K0.0%GrowthHighScottsdale, AZ2026-11-02
Ascentis Wealth Management, LLC
144$3.4K0.0%Agg GrowthLowDallas, TX2026-11-03
Ashton Thomas Securities, LLC
100$2.4K0.0%ETFMediumRochester, NY2026-10-26
JFS Wealth Advisors, LLC
92$2.2K0.0%ETFVery LowHermitage, PA2026-11-03
Biltmore Family Office, LLC
82$2.0K0.0%GrowthLowCharlotte, NC2026-11-03
Salomon & Ludwin, LLC
67$1.6K0.0%ETFVery LowRichmond, VA2026-10-29
Trust Co
61$1.5K0.0%ETFVery LowManhattan, KS2026-10-09
Triumph Capital Management
56$1.3K0.0%ETFMediumDenver, CO2026-10-14
Olistico Wealth, LLC
41$9780.0%GrowthVery LowTulsa, OK2026-10-05
Signaturefd, LLC
38$9120.0%IndexLowAtlanta, GA2026-10-23
Spire Wealth Management
31$7400.0%GrowthMediumMclean, VA2026-10-30
TD Waterhouse Canada Inc.
27$6430.0%CoreLowToronto, Australia2026-10-16
Kingdom Financial Group Llc.
24$5730.0%ETFMediumPeoria, AZ2026-11-04
Valley National Advisers Inc
14$3350.0%ETFLowBethlehem, PA2026-10-23
Cordgrass Capital Advisors, LLC
12$2860.0%CoreLowRaleigh, NC2026-10-30
Strategic Advocates LLC
12$2860.0%GrowthLowSacramento, CA2026-11-03
Abound Wealth Management
4$960.0%ETFVery LowFranklin, TN2026-10-26