IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Schwab U.S. Tips ETF (SCHP)

CUSIP: 808524870 | NYSE | 2046 institutional holders

Quarters

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

Institutional Holders — Q3 2026

Quadratic Capital Management LLC6,960,934
94.8% of portfolio›$174.9M
Armstrong Advisory Group, Inc3,629,675
5.5% of portfolio›$91.2M
US Bancorp \de\3,395,850
0.1% of portfolio›$85.3M
Adventist Health System Sunbelt Healthcare Corp2,826,200
1.7% of portfolio›$71.0M
Bank of New York Mellon Corp2,552,798
0.0% of portfolio›$64.2M
Prime Capital Investment Advisors, LLC2,354,235
0.6% of portfolio›$59.2M
LifeGuide Financial Advisors, LLC2,256,303
15.9% of portfolio›$56.7M
Assetmark, Inc2,190,689
0.1% of portfolio›$55.1M
Wealth Enhancement Advisory Services, LLC2,168,475
0.1% of portfolio›$54.3M
Willow Creek Wealth Management Inc.2,109,038
3.5% of portfolio›$53.0M
Diversified Enterprises, LLC1,874,595
2.2% of portfolio›$47.1M
Kohmann Bosshard Financial Services, LLC1,752,868
3.7% of portfolio›$44.0M
Wealthcare Advisory Partners LLC1,743,705
0.7% of portfolio›$43.8M
Stephens Group Asset Management, LLC1,649,265
2.4% of portfolio›$41.4M
BlueSky Wealth Advisors, LLC1,602,006
4.7% of portfolio›$40.3M
Baldwin Wealth Partners LLC1,577,761
2.6% of portfolio›$39.6M
Financial Architects, LLC1,559,215
20.0% of portfolio›$39.2M
Stockman Wealth Management, Inc.1,463,034
3.8% of portfolio›$36.8M
Matrix Trust Co1,379,918
0.1% of portfolio›$34.7K
Creative Planning1,179,669
0.0% of portfolio›$29.6M
Altfest L J & Co Inc1,150,400
2.9% of portfolio›$28.9M
Prentice Wealth Management LLC1,122,609
5.7% of portfolio›$28.2M
Joseph Group Capital Management1,111,932
5.0% of portfolio›$27.9M
Avior Wealth Management, LLC1,082,911
0.7% of portfolio›$27.2M
Resonant Capital Advisors, LLC952,750
1.1% of portfolio›$23.9M
Citigroup Inc922,896
0.0% of portfolio›$23.2M
Seneca Financial Advisors LLC914,274
6.1% of portfolio›$23.0M
Fund Evaluation Group, LLC748,000
0.4% of portfolio›$18.8M
Sage Financial Group Inc711,195
1.0% of portfolio›$17.9M
Prairiewood Capital, LLC677,870
4.3% of portfolio›$17.0M
ZynergyRetirementPlanningLLC677,791
9.1% of portfolio›$17.0M
Modera Wealth Management, LLC664,900
0.2% of portfolio›$16.7M
Carnegie Investment Counsel623,906
0.3% of portfolio›$15.7M
Farther Finance Advisors, LLC607,667
0.1% of portfolio›$15.3M
Fifth Third Bancorp593,899
0.0% of portfolio›$14.9M
Allen Capital Group, LLC584,015
1.2% of portfolio›$14.7M
McAdam, LLC572,620
0.5% of portfolio›$14.4M
Wealth Forward, LLC551,356
6.3% of portfolio›$13.9M
Marotta Asset Management519,739
2.2% of portfolio›$13.1M
Grove Street Fiduciary, LLC509,575
5.8% of portfolio›$12.8M
Carolina Wealth Advisors, LLC478,973
4.6% of portfolio›$12.0M
Golden Bell Financial Planning LLC455,645
8.5% of portfolio›$11.5M
Altiora Financial Group, LLC446,564
1.8% of portfolio›$11.2M
Kestra Private Wealth Services, LLC445,029
0.1% of portfolio›$11.2M
Wealthcare Capital Management LLC439,381
1.2% of portfolio›$11.0M
Robinswood Financial LLC438,734
3.4% of portfolio›$11.1M
Signal Advisors Wealth, LLC426,553
0.5% of portfolio›$10.7M
Westover Capital Advisors, LLC413,151
1.7% of portfolio›$10.4M
Frontier Asset Management, LLC407,157
1.9% of portfolio›$10.2M
Two West Capital Advisors LLC406,375
5.1% of portfolio›$10.2M
Bulwark Capital Corp397,882
5.3% of portfolio›$10.0M
Focus Financial Network, Inc.387,357
0.3% of portfolio›$9.7M
Summit Global Investments381,607
0.0% of portfolio›$9.6K
Peak Financial Management, Inc.380,735
2.2% of portfolio›$9.6M
Cambridge Investment Research Advisors, Inc.380,158
0.0% of portfolio›$9.6K
Vilga Financial Planning LLC373,311
5.6% of portfolio›$9.4M
Amicus Financial Advisors, LLC372,142
2.4% of portfolio›$9.4M
Truist Financial Corp370,367
0.0% of portfolio›$9.3M
VCI Wealth Management LLC365,313
2.2% of portfolio›$9.2M
Bfsg, LLC364,154
0.8% of portfolio›$9.2M
Upper Left Wealth Management, LLC362,207
4.7% of portfolio›$9.1M
Arvest Investments, Inc.359,702
1.1% of portfolio›$9.0M
FC Advisory LLC348,469
2.3% of portfolio›$8.8M
Vise Technologies, Inc.344,506
0.1% of portfolio›$8.7M
Atria Investments, Inc339,398
0.1% of portfolio›$8.5M
MPS Loria Financial Planners, LLC337,886
1.6% of portfolio›$8.5M
Cambridge Capital Management, LLC318,787
3.0% of portfolio›$8.0M
Signet Investment Advisory Group, Inc.311,927
3.4% of portfolio›$7.8M
Alpha Omega Wealth Management LLC308,262
1.2% of portfolio›$7.7M
Dorato Capital Management305,583
5.1% of portfolio›$7.7M
MBE Wealth Management, LLC301,603
2.7% of portfolio›$7.6M
Hughes Financial Services, LLC298,558
1.0% of portfolio›$7.7M
Citizens Financial Group Inc294,242
0.1% of portfolio›$7.4M
Greenspring Advisors, LLC274,395
0.3% of portfolio›$6.9M
Wealthcare Capital Partners, LLC260,886
2.7% of portfolio›$6.6M
AMG National Trust Bank247,941
0.1% of portfolio›$6.2M
Procyon Advisors, LLC247,318
0.3% of portfolio›$6.2M
Hoxton Planning & Management, LLC244,484
1.6% of portfolio›$6.1M
Williams Financial, LLC239,109
3.1% of portfolio›$6.0M
D.A. Davidson & Co.232,356
0.0% of portfolio›$5.8M
Rebalance, LLC231,373
0.3% of portfolio›$5.8M
Anderson Hoagland & Co224,851
0.4% of portfolio›$5.8M
Charles Schwab Trust Co224,207
0.3% of portfolio›$5.6M
Cliftonlarsonallen Wealth Advisors, LLC207,431
0.1% of portfolio›$5.2M
Curbstone Financial Management Corp206,370
0.9% of portfolio›$5.2M
Aviance Capital Partners, LLC205,325
0.5% of portfolio›$5.2M
Horizon Financial Services, LLC194,607
1.8% of portfolio›$4.9M
First Heartland Consultants, Inc.192,566
0.3% of portfolio›$4.8M
Kings Path Partners LLC191,620
1.3% of portfolio›$4.8M
M Wealth Management, LLC190,306
3.7% of portfolio›$4.8M
Thrivent Financial for Lutherans188,594
0.0% of portfolio›$4.7K
Phillips Financial Management, LLC185,999
0.4% of portfolio›$4.7M
Grey Fox Wealth Advisors, LLC181,951
0.7% of portfolio›$4.6M
VestGen Advisors, LLC180,518
0.1% of portfolio›$4.5M
Decker Retirement Planning Inc.177,848
1.5% of portfolio›$4.5M
First Security Investment Management, Inc.175,403
3.6% of portfolio›$4.4M
Fifth Third Securities, Inc.170,106
0.2% of portfolio›$4.3M
Sagace Wealth Management LLC168,534
2.6% of portfolio›$4.2M
Columbus Macro, LLC163,025
0.4% of portfolio›$4.1M
Abbington Investment Group161,545
2.6% of portfolio›$4.1M
Pictet Asset Management Holding SA161,000
0.0% of portfolio›$4.0M
RHS Financial, LLC157,814
1.3% of portfolio›$4.0M
Kestra Advisory Services, LLC156,925
0.0% of portfolio›$3.9M
Iron Financial LLC156,858
1.6% of portfolio›$3.9M
FSA Investment Group, LLC156,189
1.2% of portfolio›$3.9M
Cranbrook Wealth Management, LLC153,733
0.7% of portfolio›$3.9M
Christensen, King & Associates Investment Services, Inc.151,362
1.4% of portfolio›$3.8M
Perigon Wealth Management, LLC142,615
0.1% of portfolio›$3.6M
Verde Capital Management136,358
0.6% of portfolio›$3.4M
Csenge Advisory Group136,285
0.1% of portfolio›$3.4M
Commonwealth Equity Services, LLC131,461
0.0% of portfolio›$3.3M
Ashton Thomas Private Wealth, LLC130,534
0.1% of portfolio›$3.3M
BIP Wealth, LLC130,413
0.1% of portfolio›$3.3M
K2 Financial Inc.130,409
2.3% of portfolio›$3.3M
RCS Financial Planning, LLC129,607
1.8% of portfolio›$3.3M
Private Client Services, LLC129,481
0.9% of portfolio›$3.3M
Maltin Wealth Management, Inc.127,106
1.0% of portfolio›$3.2M
Baker Ellis Asset Management LLC125,180
0.3% of portfolio›$3.1M
Eagle Bay Advisors LLC119,644
2.2% of portfolio›$3.0M
Curran Financial Partners, LLC118,115
0.5% of portfolio›$3.0M
Summit Financial Strategies, Inc.117,432
0.2% of portfolio›$3.0M
Patten Group, Inc.113,545
0.4% of portfolio›$2.9M
Lodestar Private Asset Management LLC109,029
0.2% of portfolio›$2.7M
Websterrogers Financial Advisors, LLC108,451
0.7% of portfolio›$2.7M
Aletheian Wealth Advisors LLC104,491
1.1% of portfolio›$2.6M
Washington Trust Advisors, Inc.101,596
0.2% of portfolio›$2.6M
Freedom Financial Partners LLC100,875
0.8% of portfolio›$2.5M
Seed Wealth Management, Inc.100,760
1.6% of portfolio›$2.5M
White Lighthouse Investment Management Inc.100,544
0.3% of portfolio›$2.5M
Revisor Wealth Management LLC99,964
0.6% of portfolio›$2.5M
Ridgewood Investments LLC99,933
0.9% of portfolio›$2.5M
1620 Investment Advisors, Inc.99,533
1.6% of portfolio›$2.5M
Tran Capital Management, L.P.99,319
0.3% of portfolio›$2.5M
Lord & Richards Wealth Management, LLC99,127
1.9% of portfolio›$2.5M
Exchange Traded Concepts, LLC99,098
0.0% of portfolio›$2.5M
J.W. Cole Advisors, Inc.93,627
0.0% of portfolio›$2.4M
Washington Trust Co92,463
0.1% of portfolio›$2.3M
Simplicity Wealth,LLC92,065
0.1% of portfolio›$2.3M
IFC & Insurance Marketing, Inc.91,263
2.0% of portfolio›$2.3M
Veracity Capital LLC87,990
0.6% of portfolio›$2.2M
SeaCrest Wealth Management, LLC87,181
0.2% of portfolio›$2.2M
L.K. Benson & Company, P.C.84,723
0.6% of portfolio›$2.1M
Equity Investment Corp84,500
0.0% of portfolio›$2.1M
United Advisor Group, LLC81,857
0.2% of portfolio›$2.1M
Lido Advisors, LLC80,608
0.0% of portfolio›$2.0M
Arcataur Capital Management LLC79,817
0.5% of portfolio›$2.0M
Valpey Financial Services, LLC79,512
1.2% of portfolio›$2.0M
Physician Wealth Solutions Inc.79,164
0.8% of portfolio›$2.0M
Islay Capital Management, LLC78,000
0.9% of portfolio›$2.0M
Dynamic Advisor Solutions LLC77,881
0.1% of portfolio›$2.0M
Hengehold Capital Management LLC77,146
0.1% of portfolio›$1.9M
Birch Financial Group, LLC76,260
0.9% of portfolio›$1.9M
Councilor Wealth, LLC75,588
0.8% of portfolio›$1.9M
Archvest Wealth Advisors, Inc.75,072
0.9% of portfolio›$1.9M
Veratis Advisors, Inc.69,707
1.3% of portfolio›$1.8M
Hyposwiss Advisors SA64,491
1.5% of portfolio›$1.6M
Bauman Advisory Group, LLC63,860
0.8% of portfolio›$1.6M
SigFig Wealth Management, LLC63,224
0.0% of portfolio›$1.6M
Cushing Capital Partners, LLC62,501
1.0% of portfolio›$1.6M
Fischer Financial Services, Inc.62,235
0.4% of portfolio›$1.6M
Arkansas Financial Group, Inc.59,713
0.2% of portfolio›$1.5M
Fulton Breakefield Broenniman LLC59,513
0.1% of portfolio›$1.5M
Breakwater Investment Management58,940
0.5% of portfolio›$1.5M
Choreo, LLC58,728
0.0% of portfolio›$1.5M
Accelerate Investment Advisors LLC57,643
0.8% of portfolio›$1.4M
First Merchants Corp57,242
0.0% of portfolio›$1.4M
Lederer & Associates Investment Counsel57,130
0.0% of portfolio›$1.4K
Old Port Advisors56,738
0.3% of portfolio›$1.4M
SWS Partners56,518
0.3% of portfolio›$1.4M
Braun-Bostich & Associates Inc.56,035
0.8% of portfolio›$1.4M
Virtue Capital Management, LLC55,583
0.2% of portfolio›$1.4M
Blue Fin Capital, Inc.55,529
0.2% of portfolio›$1.4M
Soltis Investment Advisors LLC54,297
0.1% of portfolio›$1.4M
Horizons Wealth Management51,497
0.8% of portfolio›$1.3M
Pine Haven Investment Counsel, Inc51,208
0.8% of portfolio›$1.3M
Kingdom Financial Group Llc.49,310
0.3% of portfolio›$1.2M
Creative Financial Designs Inc48,778
0.1% of portfolio›$1.2M
High Note Wealth, LLC48,720
0.2% of portfolio›$1.2M
FAI Advisors, Inc.48,206
0.5% of portfolio›$1.2M
TrueWealth Advisors, LLC46,627
0.3% of portfolio›$1.2M
Western Reserve Capital Management, LLC44,584
0.8% of portfolio›$1.1M
Bigelow Investment Advisors, LLC44,543
0.4% of portfolio›$1.1M
Signature Estate & Investment Advisors LLC44,284
0.0% of portfolio›$1.1M
Galvin, Gaustad & Stein, LLC43,785
0.1% of portfolio›$1.1M
Fort Washington Investment Advisors Inc41,430
0.0% of portfolio›$1.0M
Leeward Financial Partners, LLC41,380
0.3% of portfolio›$1.0M
IFP Advisors, Inc40,612
0.0% of portfolio›$1.0M
EverSource Wealth Advisors, LLC37,132
0.0% of portfolio›$933.1K
Pinkerton Wealth, LLC36,938
0.1% of portfolio›$928.2K
Sigma Planning Corp36,679
0.0% of portfolio›$921.7K
Stash Investments, LLC36,474
0.3% of portfolio›$916.6K
Diversify Advisory Services, LLC35,969
0.0% of portfolio›$913.2K
Diversify Wealth Management, LLC35,969
0.0% of portfolio›$913.2K
Sherman Asset Management, Inc.35,823
0.7% of portfolio›$900.2K
LongView Wealth Management35,755
0.2% of portfolio›$898.5K
Omni 360 Wealth, Inc.35,267
0.4% of portfolio›$886.3K
True Freedom Investing, LLC34,804
0.1% of portfolio›$874.6K
B. Riley Wealth Advisors, Inc.33,961
0.0% of portfolio›$853.4K
Arta Finance Wealth Management LLC33,167
0.4% of portfolio›$831.6K
Citizens National Bank Trust Department32,949
0.1% of portfolio›$828.0K
Friedenthal Financial32,590
0.4% of portfolio›$819.0K
Asset Allocation Strategies LLC31,727
0.1% of portfolio›$797.3K
Allstreet Capital Advisors LLC31,577
0.5% of portfolio›$793.5K
Krilogy Financial LLC31,116
0.0% of portfolio›$784.4K
Concurrent Investment Advisors, LLC30,935
0.0% of portfolio›$777.4K
Brookstone Capital Management30,841
0.0% of portfolio›$775.0K
HB Wealth Management, LLC30,751
0.0% of portfolio›$772.8K
Capital Investment Advisory Services, LLC30,579
0.0% of portfolio›$769.1K
Concord Wealth Partners29,317
0.1% of portfolio›$736.7K
Essential Partners LLC29,077
0.3% of portfolio›$730.7K
Chapman Financial Group, LLC28,450
0.5% of portfolio›$714.9K
Prudent Man Advisors, LLC27,964
0.2% of portfolio›$702.7K
Key Capital Management, Inc27,961
0.3% of portfolio›$702.7K
Fermata Advisors, LLC27,694
0.1% of portfolio›$696.0K
Howard Bailey Securities, LLC27,570
0.3% of portfolio›$692.8K
Wealth Enhancement Trust Services, Inc.27,257
0.1% of portfolio›$685.0K
Integrity Advisory Solutions, LLC26,736
0.1% of portfolio›$671.9K
Keeler Thomas Management LLC26,579
0.3% of portfolio›$667.9K
LifeGoal Investments, LLC26,452
0.2% of portfolio›$664.7K
Nations Financial Group Inc,25,839
0.0% of portfolio›$649.4K
Latitude Advisors, LLC25,302
0.2% of portfolio›$635.8K
Boomfish Wealth Group, LLC25,078
0.3% of portfolio›$630.2K
Plancorp, LLC24,773
0.0% of portfolio›$637.7K
Quartz Partners, LLC24,744
0.2% of portfolio›$621.8K
Joseph P. Lucia & Associates, LLC24,196
0.2% of portfolio›$608.0K
WT Wealth Management23,970
0.2% of portfolio›$602.4K
Skyline Advisors, Inc.23,799
0.2% of portfolio›$598.1K
Myecfo, LLC23,528
0.2% of portfolio›$591.3K
Cambridge Advisors Inc.23,255
0.1% of portfolio›$584.4K
Montag A & Associates Inc22,517
0.0% of portfolio›$565.9K
Stewardship Advisors, LLC22,432
0.1% of portfolio›$563.7K
Avidian Wealth Enterprises, LLC21,881
0.0% of portfolio›$549.9K
Aspetuck Financial Management LLC21,650
0.3% of portfolio›$544.1K
Covestor Ltd21,647
0.0% of portfolio›$544
Compass Financial Management LLC21,591
0.1% of portfolio›$542.6K
Park Avenue Securities LLC21,414
0.0% of portfolio›$538
Shearwater Capital LLC21,290
0.3% of portfolio›$535.0K
Montgomery Financial Services LLC21,078
0.4% of portfolio›$529.7K
Ares Financial Consulting, LLC20,977
0.4% of portfolio›$527.1K
Graetz Wealth LLC20,615
0.4% of portfolio›$518.1K
PFG Advisors20,573
0.0% of portfolio›$517.0K
Brighton Jones LLC20,536
0.0% of portfolio›$516.1K
DMC Group, LLC20,364
0.4% of portfolio›$511.7K
Visionary Wealth Advisors20,218
0.0% of portfolio›$508.1K
Gradient Capital Advisors, LLC20,053
0.1% of portfolio›$503.9K
Walkner Condon Financial Advisors LLC19,951
0.1% of portfolio›$501.4K
Mcdonald Partners LLC19,798
0.1% of portfolio›$497.5K
Ascentis Independent Advisors19,651
0.0% of portfolio›$493.9K
LifeWealth Investments, LLC19,447
0.1% of portfolio›$488.7K
Patriot Investment Management Group, Inc.19,023
0.0% of portfolio›$478.0K
Aspiriant, LLC18,880
0.0% of portfolio›$474.5K
Lynx Investment Advisory18,665
0.2% of portfolio›$469.0K
Integrated Advisors Network LLC17,888
0.0% of portfolio›$449.5K
Barrett & Company, Inc.17,882
0.1% of portfolio›$449.4K
Rakuten Investment Management, Inc.17,774
0.0% of portfolio›$447.0K
Kondo Wealth Advisors, Inc.17,648
0.1% of portfolio›$443.5K
WealthPlan Investment Management, LLC17,101
0.0% of portfolio›$429.7K
M Holdings Securities, Inc.17,004
0.0% of portfolio›$428
Root Financial Partners, LLC16,504
0.0% of portfolio›$414.7K
Entrewealth, LLC16,456
0.1% of portfolio›$413.5K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management16,020
0.0% of portfolio›$402.6K
CoreCap Advisors, LLC15,996
0.0% of portfolio›$402.0K
Inlight Wealth Management, LLC15,876
0.1% of portfolio›$399.0K
Mengis Capital Management, Inc.15,852
0.1% of portfolio›$398.4K
Farrell Financial LLC15,786
0.2% of portfolio›$396.7K
Liberty Capital Management, Inc.15,752
0.1% of portfolio›$395.8K
North Forty Two & Co.15,582
0.3% of portfolio›$391.6K
TD Private Client Wealth LLC15,535
0.0% of portfolio›$390.4K
Independent Financial Group, LLC15,407
0.0% of portfolio›$387.2K
Kwmg, LLC15,404
0.0% of portfolio›$387.1K
Verdence Capital Advisors LLC15,368
0.0% of portfolio›$386.2K
Pinnacle Bancorp, Inc.15,288
0.1% of portfolio›$384.2K
Affinity Capital Advisors, LLC15,209
0.0% of portfolio›$383.0K
Downshift Financial, LLC15,169
0.2% of portfolio›$381.2K
Claro Advisors Inc.14,842
0.0% of portfolio›$373.0K
Surience Private Wealth LLC14,680
0.4% of portfolio›$368.9K
Strategic Blueprint, LLC14,627
0.0% of portfolio›$367.6K
LexAurum Advisors, LLC14,376
0.0% of portfolio›$361.3K
Facet Wealth, Inc.13,876
0.0% of portfolio›$348.7K
NorthCrest Asset Manangement, LLC13,843
0.0% of portfolio›$348.8K
NBT Bank, N.A.13,556
0.0% of portfolio›$340.7K
Larson Financial Group LLC13,434
0.0% of portfolio›$337.6K
Flagship Harbor Advisors, LLC13,275
0.0% of portfolio›$333.6K
Integrity Alliance, Llc.13,210
0.0% of portfolio›$332.0K
Trust Co13,175
0.0% of portfolio›$331.1K
IVC Wealth Advisors LLC12,894
0.1% of portfolio›$324.0K
Inman Jager Wealth Management, LLC12,814
0.2% of portfolio›$322.0K
Apollon Wealth Management, LLC12,759
0.0% of portfolio›$320.6K
Breakwater Capital Group12,582
0.0% of portfolio›$316.2K
Blume Capital Management, Inc.12,500
0.0% of portfolio›$314.1K
Rossby Financial, LCC12,440
0.0% of portfolio›$312.6K
Hippocratic Financial Advisors, LLC12,376
0.1% of portfolio›$311.0K
Canandaigua National Bank & Trust Co12,344
0.0% of portfolio›$310.2K
NWF Advisory Services Inc.12,252
0.0% of portfolio›$307.9K
Avant Financial Advisors LLC12,123
0.2% of portfolio›$304.7K
Tempus Wealth Planning, LLC12,076
0.1% of portfolio›$303.5K
Greenleaf Trust12,000
0.0% of portfolio›$301.6K
Opal Wealth Advisors, LLC11,949
0.1% of portfolio›$300.3K
Mather Group, Llc.11,854
0.0% of portfolio›$297.9K
Carter Financial Group, Inc.11,673
0.1% of portfolio›$293.3K
Center For Asset Management LLC11,590
0.1% of portfolio›$291.3K
SRH Advisors, LLC11,460
0.1% of portfolio›$288.0K
Spire Wealth Management11,449
0.0% of portfolio›$287.7K
Brewster Financial Planning LLC11,264
0.2% of portfolio›$283.1K
CWC Advisors, Llc.11,253
0.1% of portfolio›$282.8K
Valley Forge Investment Consultants Inc ADV11,167
0.1% of portfolio›$280.6K
Rinkey Investments10,958
0.1% of portfolio›$275.4K
Parkside Financial Bank & Trust10,822
0.0% of portfolio›$272.0K
Leonard Rickey Investment Advisors P.L.L.C.10,551
0.0% of portfolio›$265.1K
Ascent Group, LLC10,535
0.0% of portfolio›$264.7K
StoneX Group Inc.10,306
0.0% of portfolio›$259.0K
Guardian Financial Partners, LLC10,248
0.1% of portfolio›$257.5K
First Horizon Corp10,103
0.0% of portfolio›$253.9K
Apella Capital, LLC10,096
0.0% of portfolio›$253.7K
Powell Investment Advisors, LLC10,012
0.1% of portfolio›$251.6K
Independent Wealth Network Inc.9,800
0.1% of portfolio›$246.3K
Trust Point Inc.9,787
0.0% of portfolio›$245.9K
Elevation Point Wealth Partners, LLC9,764
0.0% of portfolio›$245.4K
Capital Investment Advisors, LLC9,738
0.0% of portfolio›$244.7K
Compass Ion Advisors, LLC9,729
0.0% of portfolio›$244.5K
Hardin Capital Partners, LLC9,696
0.1% of portfolio›$243.7K
Murphy & Mullick Capital Management Corp9,510
0.1% of portfolio›$239.0K
Global Wealth Management Investment Advisory, Inc.9,479
0.0% of portfolio›$238.2K
Koshinski Asset Management, Inc.9,433
0.0% of portfolio›$237.1K
Salem Investment Counselors Inc9,419
0.0% of portfolio›$236.7K
Pacific Capital Wealth Advisors, Inc.9,416
0.0% of portfolio›$236.6K
Sound Stewardship, LLC9,381
0.1% of portfolio›$235.7K
Alhambra Investment Management LLC9,282
0.1% of portfolio›$233.3K
Fruth Investment Management9,000
0.0% of portfolio›$226
Sowell Financial Services LLC8,809
0.0% of portfolio›$221.4K
Asset One Wealth Management LLC8,778
0.0% of portfolio›$220.6K
Y-Intercept (Hong Kong) Ltd8,761
0.0% of portfolio›$220.2K
Trademark Financial Management, LLC8,430
0.1% of portfolio›$211.8K
Wedmont Private Capital8,352
0.0% of portfolio›$210.5K
Windsor Capital Management, LLC8,320
0.1% of portfolio›$209.1K
Northland Capital Management LLC8,315
0.1% of portfolio›$209.0K
Bluedoor Private Wealth, LLC8,200
0.1% of portfolio›$206.1K
Tilia Fiduciary Partners, Inc.8,015
0.1% of portfolio›$201.4K
Greenfield Seitz Capital Management, LLC8,002
0.1% of portfolio›$201.1K
Richardson Financial Services Inc.7,756
0.1% of portfolio›$194.9K
First Premier Bank7,546
0.0% of portfolio›$190
Marshall & Sterling Wealth Advisors Inc.7,035
0.1% of portfolio›$176.8K
Dynamic Wealth Strategies, LLC6,701
0.1% of portfolio›$168.4K
GK Wealth Management LLC6,361
0.1% of portfolio›$159.8K
Raleigh Capital Management Inc.6,279
0.0% of portfolio›$157.8K
WPG Advisers, LLC5,961
0.1% of portfolio›$149.8K
MTM Investment Management, LLC5,478
0.0% of portfolio›$137.7K
Parallel Advisors, LLC5,090
0.0% of portfolio›$127.9K
Private Trust Co NA4,992
0.0% of portfolio›$125.4K
KFG LLC4,697
0.1% of portfolio›$118.0K
City Holding Co4,600
0.0% of portfolio›$115.6K
Fairscale Capital, LLC4,000
0.1% of portfolio›$103.0K
Birchbrook, Inc.3,632
0.0% of portfolio›$91.3K
Physician Wealth Advisors, Inc.3,493
0.0% of portfolio›$87.8K
Ascentis Wealth Management, LLC3,197
0.0% of portfolio›$80.3K
Quest 10 Wealth Builders, Inc.3,188
0.1% of portfolio›$80.1K
Lloyd Advisory Services, Llc.2,621
0.0% of portfolio›$65.9K
Silver Grove Financial Group, Inc.2,511
0.0% of portfolio›$63.1K
Cape Investment Advisory, Inc.2,497
0.0% of portfolio›$62.8K
Ashton Thomas Securities, LLC2,221
0.0% of portfolio›$55.8K
Trust Co of Toledo NA2,200
0.0% of portfolio›$55.3K
Foster Dykema Cabot & Partners, LLC2,072
0.0% of portfolio›$52.1K
Pflug Koory, LLC1,970
0.0% of portfolio›$49.5K
Vestor Capital, LLC1,931
0.0% of portfolio›$358
Cohalo Advisory LLC1,920
2.6% of portfolio›$48.3K
Bank of New Hampshire1,902
0.0% of portfolio›$47.8K
Lanark Financial, Inc.1,884
0.0% of portfolio›$47.3K
Investors Research Corp1,816
0.0% of portfolio›$45.6K
Blue Trust, Inc.1,758
0.0% of portfolio›$44.2K
CX Institutional1,753
0.0% of portfolio›$44
Abound Wealth Management1,748
0.0% of portfolio›$43.9K
Bullock Wealth Management Group1,512
0.0% of portfolio›$38.0K
Cassaday & Co Wealth Management LLC1,372
0.0% of portfolio›$34.5K
Burk Holdings LLC1,347
0.0% of portfolio›$33.9K
Independence Bank of Kentucky1,200
0.0% of portfolio›$30.2K
Glass Jacobson Investment Advisors llc1,153
0.0% of portfolio›$29.0K
Align Financial, LLC1,087
0.0% of portfolio›$27.3K
Blueline Advisors LLC1,018
0.0% of portfolio›$25.6K
First Community Trust NA982
0.0% of portfolio›$24.7K
Archer Investment Corp981
0.0% of portfolio›$24.7K
Golden State Wealth Management, LLC901
0.0% of portfolio›$22.7K
Polaris Financial Partners866
0.0% of portfolio›$22
Kroeger Financial Partners794
0.0% of portfolio›$20.0K
Harbor Investment Advisory, LLC568
0.0% of portfolio›$14.3K
Signaturefd, LLC567
0.0% of portfolio›$14.3K
Hamilton Point Investment Advisors, LLC565
0.0% of portfolio›$14.2K
Balance Wealth Partners LLC522
0.0% of portfolio›$13.1K
Nova Financial LLC506
0.0% of portfolio›$12.7K
Pacifica Partners Inc.455
0.0% of portfolio›$11.4K
North Star Investment Management Corp.437
0.0% of portfolio›$11.0K
AlphaCore Capital LLC398
0.0% of portfolio›$10.0K
Olistico Wealth, LLC392
0.0% of portfolio›$9.9K
PFS Partners, LLC384
0.0% of portfolio›$9.7K
Burkett Financial Services, LLC382
0.0% of portfolio›$9.6K
Angeles Wealth Management, LLC381
0.0% of portfolio›$9.6K
TD Waterhouse Canada Inc.380
0.0% of portfolio›$9.6K
Tradewinds Capital Management, LLC376
0.0% of portfolio›$9.4K
Toth Financial Advisory Corp376
0.0% of portfolio›$9.4K
Cullen T Bankers, Inc.344
0.0% of portfolio›$8.6K
Tompkins Financial Corp286
0.0% of portfolio›$7.2K
POM Investment Strategies, LLC210
0.0% of portfolio›$5.3K
Networth Advisors, LLC203
0.0% of portfolio›$5.1K
Paladin Partners, LLC186
0.0% of portfolio›$4.7K
Reap Financial Group, LLC185
0.0% of portfolio›$4.7K
Blue Bell Private Wealth Management, LLC185
0.0% of portfolio›$4.6K
Cdkv Holdings LLC162
0.0% of portfolio›$4.1K
Buck Wealth Strategies, LLC145
0.0% of portfolio›$3.7K
Evolution Wealth Management Inc.135
0.0% of portfolio›$3.4K
Financial Consulate, Inc134
0.0% of portfolio›$3.4K
Brown, Lisle Ings, Inc.132
0.0% of portfolio›$3.3K
Markowski Investments74
0.0% of portfolio›$1.9K
Signature Resources Capital Management, LLC69
0.0% of portfolio›$1.7K
Avion Wealth68
0.0% of portfolio›$1
Wolff Wiese Magana LLC68
0.0% of portfolio›$1.7K
Tounjian Advisory Partners, LLC66
0.0% of portfolio›$1.7K
Hoey Investments, Inc44
0.0% of portfolio›$1.1K
Financial Management Professionals, Inc.24
0.0% of portfolio›$603
Dhjj Financial Advisors, Ltd.18
0.0% of portfolio›$460
Triumph Capital Management18
0.0% of portfolio›$452
First Pacific Financial15
0.0% of portfolio›$366
Clayton Financial Group LLC13
0.0% of portfolio›$327
Mosley Wealth Management12
0.0% of portfolio›$305
Trust Co of Vermont6
0.0% of portfolio›$151
Towne Trust Company, N.a4
0.0% of portfolio›$101
Southern Michigan Bank & Trust4
0.0% of portfolio›$101
Lodestone Wealth Management LLC3
0.0% of portfolio›$75
Compass Wealth Management LLC1
0.0% of portfolio›$26
Morling Financial Advisors, LLC1
0.0% of portfolio›$21
StyleTurnoverLocationFiled
Quadratic Capital Management LLC
6,960,934$174.9M94.8%ETFVery LowGreenwich, CT2026-10-13
Armstrong Advisory Group, Inc
3,629,675$91.2M5.5%ETFHighNeedham, MA2026-10-09
US Bancorp \de\
3,395,850$85.3M0.1%IndexLowMinneapolis, MN2026-11-05
Adventist Health System Sunbelt Healthcare Corp
2,826,200$71.0M1.7%ETFLowAltamonte Springs, FL2026-11-02
Bank of New York Mellon Corp
2,552,798$64.2M0.0%CoreLowNew York, NY2026-11-05
Prime Capital Investment Advisors, LLC
2,354,235$59.2M0.6%ETFLowOverland Park, KS2026-10-20
LifeGuide Financial Advisors, LLC
2,256,303$56.7M15.9%ETFVery LowMechanicsburg, PA2026-10-20
Assetmark, Inc
2,190,689$55.1M0.1%ETFLowConcord, CA2026-10-21
Wealth Enhancement Advisory Services, LLC
2,168,475$54.3M0.1%CoreLowPlymouth, MN2026-10-13
Willow Creek Wealth Management Inc.
2,109,038$53.0M3.5%ETFVery LowSebastopol, CA2026-10-26
Diversified Enterprises, LLC
1,874,595$47.1M2.2%ETFVery LowWilmington, DE2026-10-19
Kohmann Bosshard Financial Services, LLC
1,752,868$44.0M3.7%ETFLowFairlawn, OH2026-11-04
Wealthcare Advisory Partners LLC
1,743,705$43.8M0.7%ETFLowWest Chester, PA2026-10-21
Stephens Group Asset Management, LLC
1,649,265$41.4M2.4%ETFVery LowLittle Rock, AR2026-10-09
BlueSky Wealth Advisors, LLC
1,602,006$40.3M4.7%ETFMediumNew Bern, NC2026-10-29
Baldwin Wealth Partners LLC
1,577,761$39.6M2.6%GrowthLowMarion, MA2026-10-13
Financial Architects, LLC
1,559,215$39.2M20.0%ETFLowWoodstock, GA2026-10-13
Stockman Wealth Management, Inc.
1,463,034$36.8M3.8%CoreLowBillings, MT2026-10-27
Matrix Trust Co
1,379,918$34.7K0.1%ETFLowDenver, CO2026-10-07
Creative Planning
1,179,669$29.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Altfest L J & Co Inc
1,150,400$28.9M2.9%ETFHighNew York, NY2026-10-27
Prentice Wealth Management LLC
1,122,609$28.2M5.7%ETFLowRochester, NY2026-10-20
Joseph Group Capital Management
1,111,932$27.9M5.0%ETFLowColumbus, OH2026-11-04
Avior Wealth Management, LLC
1,082,911$27.2M0.7%ETFMediumOmaha, NE2026-10-13
Resonant Capital Advisors, LLC
952,750$23.9M1.1%ETFLowMadison, WI2026-10-15
Citigroup Inc
922,896$23.2M0.0%CoreMediumNew York, NY2026-11-04
Seneca Financial Advisors LLC
914,274$23.0M6.1%ETFLowRochester, NY2026-10-28
Fund Evaluation Group, LLC
748,000$18.8M0.4%ETFLowCincinnati, OH2026-11-05
Sage Financial Group Inc
711,195$17.9M1.0%ETFVery LowW. Conshohocken, PA2026-10-27
Prairiewood Capital, LLC
677,870$17.0M4.3%ETFVery LowFargo, ND2026-10-16
ZynergyRetirementPlanningLLC
677,791$17.0M9.1%ETFVery LowRed Bank, NJ2026-10-08
Modera Wealth Management, LLC
664,900$16.7M0.2%ETFVery LowWestwood, NJ2026-10-28
Carnegie Investment Counsel
623,906$15.7M0.3%CoreLowPepper Pike, OH2026-10-20
Farther Finance Advisors, LLC
607,667$15.3M0.1%IndexLowSan Francisco, CA2026-10-08
Fifth Third Bancorp
593,899$14.9M0.0%IndexVery LowCincinnati, OH2026-11-05
Allen Capital Group, LLC
584,015$14.7M1.2%CoreLowGrand Island, NE2026-10-27
McAdam, LLC
572,620$14.4M0.5%ETFLowPhiladelphia, PA2026-10-21
Wealth Forward, LLC
551,356$13.9M6.3%ETFMediumFargo, ND2026-10-14
Marotta Asset Management
519,739$13.1M2.2%ETFLowCharlottesville, VA2026-10-02
Grove Street Fiduciary, LLC
509,575$12.8M5.8%ETFVery LowPeterborough, NH2026-10-13
Carolina Wealth Advisors, LLC
478,973$12.0M4.6%YieldHighMyrtle Beach, SC2026-10-23
Golden Bell Financial Planning LLC
455,645$11.5M8.5%ETFVery LowAlpharetta, GA2026-11-02
Altiora Financial Group, LLC
446,564$11.2M1.8%ETFLowLebanon, OH2026-11-04
Kestra Private Wealth Services, LLC
445,029$11.2M0.1%GrowthLowAustin, TX2026-10-30
Wealthcare Capital Management LLC
439,381$11.0M1.2%ETFVery LowRichmond, VA2026-10-21
Robinswood Financial LLC
438,734$11.1M3.4%ETFVery LowKirkland, WA2026-10-20
Signal Advisors Wealth, LLC
426,553$10.7M0.5%ETFLowDetroit, MI2026-10-13
Westover Capital Advisors, LLC
413,151$10.4M1.7%MomentumLowWilmington, DE2026-10-26
Frontier Asset Management, LLC
407,157$10.2M1.9%ETFLowSheridan, WY2026-10-28
Two West Capital Advisors LLC
406,375$10.2M5.1%ETFLowOverland Park, KS2026-10-15
Bulwark Capital Corp
397,882$10.0M5.3%ETFMediumFernandina Beach, FL2026-10-13
Focus Financial Network, Inc.
387,357$9.7M0.3%ETFLowMinneapolis, MN2026-10-14
Summit Global Investments
381,607$9.6K0.0%CoreMediumBountiful, UT2026-10-28
Peak Financial Management, Inc.
380,735$9.6M2.2%ETFVery LowWellesley, MA2026-10-16
Cambridge Investment Research Advisors, Inc.
380,158$9.6K0.0%ETFLowFairfield, IA2026-11-02
Vilga Financial Planning LLC
373,311$9.4M5.6%ETFVery LowFair Lawn, NJ2026-10-09
Amicus Financial Advisors, LLC
372,142$9.4M2.4%ETFLowLubbock, TX2026-11-03
Truist Financial Corp
370,367$9.3M0.0%CoreLowCharlotte, NC2026-10-30
VCI Wealth Management LLC
365,313$9.2M2.2%CoreHighSt Louis, MO2026-10-29
Bfsg, LLC
364,154$9.2M0.8%CoreLowIrvine, CA2026-10-30
Upper Left Wealth Management, LLC
362,207$9.1M4.7%ETFMediumTampa, FL2026-10-14
Arvest Investments, Inc.
359,702$9.0M1.1%ETFLowLowell, AR2026-10-21
FC Advisory LLC
348,469$8.8M2.3%ETFVery LowWest Chester, PA2026-10-05
Vise Technologies, Inc.
344,506$8.7M0.1%IndexLowNew York, NY2026-10-29
Atria Investments, Inc
339,398$8.5M0.1%CoreMediumCharlotte, NC2026-10-15
MPS Loria Financial Planners, LLC
337,886$8.5M1.6%ETFVery LowBurr Ridge, IL2026-10-14
Cambridge Capital Management, LLC
318,787$8.0M3.0%ETFVery LowO'Fallon, IL2026-10-19
Signet Investment Advisory Group, Inc.
311,927$7.8M3.4%CoreVery LowProvidence, RI2026-10-30
Alpha Omega Wealth Management LLC
308,262$7.7M1.2%ValueLowRichmond, VA2026-10-23
Dorato Capital Management
305,583$7.7M5.1%ValueVery LowDenver, CO2026-10-08
MBE Wealth Management, LLC
301,603$7.6M2.7%ETFVery LowTomah, WI2026-10-26
Hughes Financial Services, LLC
298,558$7.7M1.0%ETFLowHerndon, VA2026-10-30
Citizens Financial Group Inc
294,242$7.4M0.1%GrowthLowProvidence, RI2026-10-23
Greenspring Advisors, LLC
274,395$6.9M0.3%ETFVery LowTowson, MD2026-11-05
Wealthcare Capital Partners, LLC
260,886$6.6M2.7%ETFLowWest Chester, PA2026-10-21
AMG National Trust Bank
247,941$6.2M0.1%ETFLowGreenwood Village, CO2026-11-05
Procyon Advisors, LLC
247,318$6.2M0.3%CoreVery LowShelton, CT2026-10-21
Hoxton Planning & Management, LLC
244,484$6.1M1.6%ETFLowShepherdstown, WV2026-10-15
Williams Financial, LLC
239,109$6.0M3.1%ETFMediumNorth Bennington, VT2026-10-19
D.A. Davidson & Co.
232,356$5.8M0.0%CoreLowGreat Falls, MT2026-10-28
Rebalance, LLC
231,373$5.8M0.3%ETFVery LowPalo Alto, CA2026-10-22
Anderson Hoagland & Co
224,851$5.8M0.4%ETFLowSt Louis, MO2026-10-23
Charles Schwab Trust Co
224,207$5.6M0.3%ETFLowHenderson, NV2026-10-15
Cliftonlarsonallen Wealth Advisors, LLC
207,431$5.2M0.1%ETFLowMinneapolis, MN2026-10-14
Curbstone Financial Management Corp
206,370$5.2M0.9%CoreLowManchester, NH2026-10-21
Aviance Capital Partners, LLC
205,325$5.2M0.5%CoreLowNaples, FL2026-10-29
Horizon Financial Services, LLC
194,607$4.9M1.8%ETFLowWinston Salem, NC2026-11-04
First Heartland Consultants, Inc.
192,566$4.8M0.3%ETFMediumLake St. Louis, MO2026-10-08
Kings Path Partners LLC
191,620$4.8M1.3%ETFVery LowSugar Land, TX2026-10-21
M Wealth Management, LLC
190,306$4.8M3.7%ETFVery LowSan Diego, CA2026-10-14
Thrivent Financial for Lutherans
188,594$4.7K0.0%GARPMediumMinneapolis, MN2026-11-05
Phillips Financial Management, LLC
185,999$4.7M0.4%ETFVery LowFort Wayne, IN2026-10-19
Grey Fox Wealth Advisors, LLC
181,951$4.6M0.7%ETFLowRockland, DE2026-11-03
VestGen Advisors, LLC
180,518$4.5M0.1%GrowthMediumChicago, IL2026-10-27
Decker Retirement Planning Inc.
177,848$4.5M1.5%Agg GrowthVery HighLevi, UT2026-10-19
First Security Investment Management, Inc.
175,403$4.4M3.6%ETFVery LowLittle Rock, AR2026-11-05
Fifth Third Securities, Inc.
170,106$4.3M0.2%ETFLowCincinnati, OH2026-10-21
Sagace Wealth Management LLC
168,534$4.2M2.6%ETFLowSt. Petersburg, FL2026-10-28
Columbus Macro, LLC
163,025$4.1M0.4%YieldMediumNew Castle, PA2026-10-14
Abbington Investment Group
161,545$4.1M2.6%YieldMediumWestport, CT2026-11-03
Pictet Asset Management Holding SA
161,000$4.0M0.0%GrowthMediumCarouge, Switzerland2026-11-03
RHS Financial, LLC
157,814$4.0M1.3%ETFMediumSan Francisco, CA2026-10-13
Kestra Advisory Services, LLC
156,925$3.9M0.0%CoreLowAustin, TX2026-11-02
Iron Financial LLC
156,858$3.9M1.6%ETFLowNorthbrook, IL2026-10-23
FSA Investment Group, LLC
156,189$3.9M1.2%ETFLowPensacola, FL2026-10-07
Cranbrook Wealth Management, LLC
153,733$3.9M0.7%ETFVery LowBloomfield Hills, MI2026-10-28
Christensen, King & Associates Investment Services, Inc.
151,362$3.8M1.4%ETFVery LowRichland, WA2026-10-22
Perigon Wealth Management, LLC
142,615$3.6M0.1%GrowthLowSan Francisco, CA2026-10-22
Verde Capital Management
136,358$3.4M0.6%ETFLowClarkston, MI2026-10-28
Csenge Advisory Group
136,285$3.4M0.1%ETFMediumClearwater, FL2026-11-04
Commonwealth Equity Services, LLC
131,461$3.3M0.0%ETFLowWaltham, MA2026-11-02
Ashton Thomas Private Wealth, LLC
130,534$3.3M0.1%CoreMediumScottsdale, AZ2026-11-03
BIP Wealth, LLC
130,413$3.3M0.1%ETFMediumAtlanta, GA2026-10-22
K2 Financial Inc.
130,409$3.3M2.3%ETFLowGlendora, CA2026-10-26
RCS Financial Planning, LLC
129,607$3.3M1.8%ETFMediumAnnapolis, MD2026-10-14
Private Client Services, LLC
129,481$3.3M0.9%ETFMediumLouisville, KY2026-10-02
Maltin Wealth Management, Inc.
127,106$3.2M1.0%ETFMediumRidgewood, NJ2026-10-13
Baker Ellis Asset Management LLC
125,180$3.1M0.3%GARPVery LowVancouver, WA2026-10-14
Eagle Bay Advisors LLC
119,644$3.0M2.2%GrowthMediumNew York, NY2026-10-16
Curran Financial Partners, LLC
118,115$3.0M0.5%ETFMediumDaniel Island, SC2026-11-04
Summit Financial Strategies, Inc.
117,432$3.0M0.2%ETFLowColumbus, OH2026-10-14
Patten Group, Inc.
113,545$2.9M0.4%CoreLowChattanooga, TN2026-10-26
Lodestar Private Asset Management LLC
109,029$2.7M0.2%ETFLowAlamo, CA2026-10-26
Websterrogers Financial Advisors, LLC
108,451$2.7M0.7%ETFVery LowFlorence, SC2026-11-02
Aletheian Wealth Advisors LLC
104,491$2.6M1.1%ETFVery LowBellevue, WA2026-10-08
Washington Trust Advisors, Inc.
101,596$2.6M0.2%GrowthLowWellesley, MA2026-10-22
Freedom Financial Partners LLC
100,875$2.5M0.8%ETFLowOakdale, MN2026-10-19
Seed Wealth Management, Inc.
100,760$2.5M1.6%ETFMediumEvanston, IL2026-10-20
White Lighthouse Investment Management Inc.
100,544$2.5M0.3%ETFVery LowBedford, MA2026-10-21
Revisor Wealth Management LLC
99,964$2.5M0.6%CoreLowAkron, OH2026-10-20
Ridgewood Investments LLC
99,933$2.5M0.9%ValueMediumSpringfield, NJ2026-10-05
1620 Investment Advisors, Inc.
99,533$2.5M1.6%ValueLowPlymouth, MA2026-11-04
Tran Capital Management, L.P.
99,319$2.5M0.3%MomentumMediumSan Rafael, CA2026-10-19
Lord & Richards Wealth Management, LLC
99,127$2.5M1.9%ETFMediumHighlands Ranch, CO2026-10-14
Exchange Traded Concepts, LLC
99,098$2.5M0.0%GrowthMediumOklahoma City, OK2026-10-28
J.W. Cole Advisors, Inc.
93,627$2.4M0.0%IndexLowTampa, FL2026-11-05
Washington Trust Co
92,463$2.3M0.1%GrowthVery LowWesterly, RI2026-10-22
Simplicity Wealth,LLC
92,065$2.3M0.1%ETFLowSummit, NJ2026-10-23
IFC & Insurance Marketing, Inc.
91,263$2.3M2.0%ETFHighAuburn, CA2026-10-16
Veracity Capital LLC
87,990$2.2M0.6%GrowthLowAtlanta, GA2026-10-08
SeaCrest Wealth Management, LLC
87,181$2.2M0.2%GrowthLowPurchase, NY2026-10-21
L.K. Benson & Company, P.C.
84,723$2.1M0.6%YieldVery LowTimonium, MD2026-10-23
Equity Investment Corp
84,500$2.1M0.0%YieldMediumAtlanta, GA2026-11-04
United Advisor Group, LLC
81,857$2.1M0.2%ETFLowCincinnati, OH2026-11-03
Lido Advisors, LLC
80,608$2.0M0.0%GrowthLowLos Angeles, CA2026-11-04
Arcataur Capital Management LLC
79,817$2.0M0.5%ETFVery LowMilwaukee, WI2026-10-21
Valpey Financial Services, LLC
79,512$2.0M1.2%ETFVery LowConcord, NH2026-10-30
Physician Wealth Solutions Inc.
79,164$2.0M0.8%ETFLowNorth Las Vegas, NV2026-10-14
Islay Capital Management, LLC
78,000$2.0M0.9%ETFMediumLubbock, TX2026-10-20
Dynamic Advisor Solutions LLC
77,881$2.0M0.1%ETFLowPhoenix, AZ2026-10-13
Hengehold Capital Management LLC
77,146$1.9M0.1%ETFLowCincinnati, OH2026-10-16
Birch Financial Group, LLC
76,260$1.9M0.9%CoreLowKeene, NH2026-10-27
Councilor Wealth, LLC
75,588$1.9M0.8%ETFLowBethesda, MD2026-10-09
Archvest Wealth Advisors, Inc.
75,072$1.9M0.9%ETFLowConcord, CA2026-10-29
Veratis Advisors, Inc.
69,707$1.8M1.3%ETFN/ACary, NC2026-11-03
Hyposwiss Advisors SA
64,491$1.6M1.5%ETFLowGeneva, Switzerland2026-10-26
Bauman Advisory Group, LLC
63,860$1.6M0.8%ETFMediumLas Vegas, NV2026-10-29
SigFig Wealth Management, LLC
63,224$1.6M0.0%ETFLowSan Francisco, CA2026-10-07
Cushing Capital Partners, LLC
62,501$1.6M1.0%ETFLowDelafield, WI2026-10-20
Fischer Financial Services, Inc.
62,235$1.6M0.4%GrowthVery LowHarrisburg, PA2026-10-30
Arkansas Financial Group, Inc.
59,713$1.5M0.2%ETFVery LowLittle Rock, AR2026-10-26
Fulton Breakefield Broenniman LLC
59,513$1.5M0.1%GrowthLowBethesda, MD2026-11-03
Breakwater Investment Management
58,940$1.5M0.5%ETFLowSeattle, WA2026-10-20
Choreo, LLC
58,728$1.5M0.0%IndexLowRockford, IL2026-10-28
Accelerate Investment Advisors LLC
57,643$1.4M0.8%ETFLowAliso Viejo, CA2026-11-02
First Merchants Corp
57,242$1.4M0.0%GrowthLowMuncie, IN2026-10-15
Lederer & Associates Investment Counsel
57,130$1.4K0.0%GrowthLowLong Beach, CA2026-10-23
Old Port Advisors
56,738$1.4M0.3%GARPLowPortland, ME2026-10-23
SWS Partners
56,518$1.4M0.3%GrowthMediumColumbus, OH2026-10-26
Braun-Bostich & Associates Inc.
56,035$1.4M0.8%ETFMediumCanonsburg, PA2026-10-20
Virtue Capital Management, LLC
55,583$1.4M0.2%GrowthHighBrentwood, TN2026-10-29
Blue Fin Capital, Inc.
55,529$1.4M0.2%GrowthVery LowWarren, RI2026-10-28
Soltis Investment Advisors LLC
54,297$1.4M0.1%CoreMediumSt. George, UT2026-10-28
Horizons Wealth Management
51,497$1.3M0.8%ETFLowAsheville, NC2026-10-05
Pine Haven Investment Counsel, Inc
51,208$1.3M0.8%CoreVery LowFairhaven, MA2026-11-02
Kingdom Financial Group Llc.
49,310$1.2M0.3%ETFMediumPeoria, AZ2026-11-04
Creative Financial Designs Inc
48,778$1.2M0.1%ETFMediumKokomo, IN2026-11-04
High Note Wealth, LLC
48,720$1.2M0.2%ETFVery LowDeephaven, MN2026-10-27
FAI Advisors, Inc.
48,206$1.2M0.5%GrowthLowFarmington Hills, MI2026-10-27
TrueWealth Advisors, LLC
46,627$1.2M0.3%ETFMediumBirmingham, AL2026-10-09
Western Reserve Capital Management, LLC
44,584$1.1M0.8%ETFLowHudson, OH2026-10-14
Bigelow Investment Advisors, LLC
44,543$1.1M0.4%ETFLowPortland, ME2026-10-13
Signature Estate & Investment Advisors LLC
44,284$1.1M0.0%ETFMediumLos Angeles, CA2026-10-13
Galvin, Gaustad & Stein, LLC
43,785$1.1M0.1%CoreMediumScottsdale, AZ2026-10-08
Fort Washington Investment Advisors Inc
41,430$1.0M0.0%CoreLowCincinnati, OH2026-10-15
Leeward Financial Partners, LLC
41,380$1.0M0.3%GrowthMediumBellevue, WA2026-10-23
IFP Advisors, Inc
40,612$1.0M0.0%GrowthLowTampa, FL2026-10-16
EverSource Wealth Advisors, LLC
37,132$933.1K0.0%CoreMediumBirmingham, AL2026-11-04
Pinkerton Wealth, LLC
36,938$928.2K0.1%CoreHighCoeur D Alene, ID2026-10-29
Sigma Planning Corp
36,679$921.7K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Stash Investments, LLC
36,474$916.6K0.3%ETFVery LowNew York, NY2026-10-26
Diversify Advisory Services, LLC
35,969$913.2K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
35,969$913.2K0.0%GrowthMediumSandy, UT2026-10-20
Sherman Asset Management, Inc.
35,823$900.2K0.7%ETFLowVentura, CA2026-11-05
LongView Wealth Management
35,755$898.5K0.2%ETFLowAtlanta, GA2026-10-19
Omni 360 Wealth, Inc.
35,267$886.3K0.4%ETFLowPlainsboro, NJ2026-10-13
True Freedom Investing, LLC
34,804$874.6K0.1%CoreHighCoeur D'Alene, ID2026-10-29
B. Riley Wealth Advisors, Inc.
33,961$853.4K0.0%GrowthLowMemphis, TN2026-10-13
Arta Finance Wealth Management LLC
33,167$831.6K0.4%ETFLowMountain View, CA2026-10-28
Citizens National Bank Trust Department
32,949$828.0K0.1%CoreVery LowMeridian, MS2026-11-04
Friedenthal Financial
32,590$819.0K0.4%ETFHighMarlton, NJ2026-10-27
Asset Allocation Strategies LLC
31,727$797.3K0.1%ETFMediumFarmington, MI2026-10-20
Allstreet Capital Advisors LLC
31,577$793.5K0.5%ETFVery LowLos Angeles, CA2026-11-04
Krilogy Financial LLC
31,116$784.4K0.0%GrowthLowSt. Louis, MO2026-10-13
Concurrent Investment Advisors, LLC
30,935$777.4K0.0%GrowthMediumTampa, FL2026-10-16
Brookstone Capital Management
30,841$775.0K0.0%ETFMediumWheaton, IL2026-10-22
HB Wealth Management, LLC
30,751$772.8K0.0%IndexVery LowAtlanta, GA2026-10-23
Capital Investment Advisory Services, LLC
30,579$769.1K0.0%CoreMediumRaleigh, NC2026-10-30
Concord Wealth Partners
29,317$736.7K0.1%GrowthLowAbingdon, VA2026-11-02
Essential Partners LLC
29,077$730.7K0.3%ValueMediumRancho Santa Fe, CA2026-10-14
Chapman Financial Group, LLC
28,450$714.9K0.5%CoreVery LowHonolulu, HI2026-10-26
Prudent Man Advisors, LLC
27,964$702.7K0.2%GrowthLowNaperville, IL2026-11-03
Key Capital Management, Inc
27,961$702.7K0.3%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Fermata Advisors, LLC
27,694$696.0K0.1%ETFLowSonoma, CA2026-10-13
Howard Bailey Securities, LLC
27,570$692.8K0.3%ETFMediumFort Wayne, IN2026-10-27
Wealth Enhancement Trust Services, Inc.
27,257$685.0K0.1%GrowthMediumSioux Falls, SD2026-10-07
Integrity Advisory Solutions, LLC
26,736$671.9K0.1%ETFMediumDallas, TX2026-10-29
Keeler Thomas Management LLC
26,579$667.9K0.3%CoreHighOrem, UT2026-10-29
LifeGoal Investments, LLC
26,452$664.7K0.2%ETFLowSaratoga Springs, NY2026-10-09
Nations Financial Group Inc,
25,839$649.4K0.0%CoreLowCedar Rapids, IA2026-11-05
Latitude Advisors, LLC
25,302$635.8K0.2%ETFLowYorkville, IL2026-10-27
Boomfish Wealth Group, LLC
25,078$630.2K0.3%GrowthMediumAlpharetta, GA2026-10-22
Plancorp, LLC
24,773$637.7K0.0%ETFLowSaint Louis, MO2026-11-03
Quartz Partners, LLC
24,744$621.8K0.2%GARPMediumSaratoga Springs, NY2026-11-03
Joseph P. Lucia & Associates, LLC
24,196$608.0K0.2%ETFVery LowYorktown Heights, NY2026-10-30
WT Wealth Management
23,970$602.4K0.2%ETFMediumScottsdale, AZ2026-10-13
Skyline Advisors, Inc.
23,799$598.1K0.2%ETFMediumBellingham, WA2026-11-03
Myecfo, LLC
23,528$591.3K0.2%ETFVery LowLa Jolla, CA2026-10-14
Cambridge Advisors Inc.
23,255$584.4K0.1%ETFVery LowOmaha, NE2026-10-19
Montag A & Associates Inc
22,517$565.9K0.0%CoreLowAtlanta, GA2026-10-29
Stewardship Advisors, LLC
22,432$563.7K0.1%ETFMediumMount Joy, PA2026-10-20
Avidian Wealth Enterprises, LLC
21,881$549.9K0.0%ETFLowHouston, TX2026-10-08
Aspetuck Financial Management LLC
21,650$544.1K0.3%GrowthVery LowWestport, CT2026-11-04
Covestor Ltd
21,647$5440.0%ValueHighLondon, United Kingdom2026-10-30
Compass Financial Management LLC
21,591$542.6K0.1%CoreN/ATampa, FL2026-10-30
Park Avenue Securities LLC
21,414$5380.0%ETFMediumNew York, NY2026-10-26
Shearwater Capital LLC
21,290$535.0K0.3%ETFVery LowDenver, CO2026-10-13
Montgomery Financial Services LLC
21,078$529.7K0.4%ETFN/AOcean City, MD2026-11-03
Ares Financial Consulting, LLC
20,977$527.1K0.4%CoreLowCalabasas, CA2026-10-19
Graetz Wealth LLC
20,615$518.1K0.4%ETFMediumJenison, MI2026-10-27
PFG Advisors
20,573$517.0K0.0%ETFMediumPhoenix, AZ2026-10-16
Brighton Jones LLC
20,536$516.1K0.0%CoreVery LowSeattle, WA2026-11-03
DMC Group, LLC
20,364$511.7K0.4%CoreMediumBirmingham, AL2026-10-26
Visionary Wealth Advisors
20,218$508.1K0.0%ETFLowO'Fallon, IL2026-11-04
Gradient Capital Advisors, LLC
20,053$503.9K0.1%ETFLowSan Diego, CA2026-10-21
Walkner Condon Financial Advisors LLC
19,951$501.4K0.1%ETFLowVerona, WI2026-11-02
Mcdonald Partners LLC
19,798$497.5K0.1%CoreLowCleveland, OH2026-11-03
Ascentis Independent Advisors
19,651$493.9K0.0%ETFLowDallas, TX2026-11-03
LifeWealth Investments, LLC
19,447$488.7K0.1%ETFMediumWinter Garden, FL2026-10-21
Patriot Investment Management Group, Inc.
19,023$478.0K0.0%ETFVery LowKnoxville, TN2026-10-15
Aspiriant, LLC
18,880$474.5K0.0%ETFVery LowLos Angeles, CA2026-10-16
Lynx Investment Advisory
18,665$469.0K0.2%ETFLowWashington, Dc, DC2026-10-27
Integrated Advisors Network LLC
17,888$449.5K0.0%GrowthMediumDallas, TX2026-10-20
Barrett & Company, Inc.
17,882$449.4K0.1%ETFLowProvidence, RI2026-10-22
Rakuten Investment Management, Inc.
17,774$447.0K0.0%ETFMediumTokyo, Mexico2026-10-30
Kondo Wealth Advisors, Inc.
17,648$443.5K0.1%ETFVery LowPasadena, CA2026-10-19
WealthPlan Investment Management, LLC
17,101$429.7K0.0%GrowthMediumOmaha, NE2026-10-15
M Holdings Securities, Inc.
17,004$4280.0%ETFHighPortland, OR2026-11-03
Root Financial Partners, LLC
16,504$414.7K0.0%ETFMediumEncinitas, CA2026-10-21
Entrewealth, LLC
16,456$413.5K0.1%ETFLowAustin, TX2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
16,020$402.6K0.0%GrowthVery LowSeattle, WA2026-10-27
CoreCap Advisors, LLC
15,996$402.0K0.0%ETFMediumSouthfield, MI2026-10-08
Inlight Wealth Management, LLC
15,876$399.0K0.1%ETFVery LowAtlanta, GA2026-10-21
Mengis Capital Management, Inc.
15,852$398.4K0.1%CoreLowPortland, OR2026-10-13
Farrell Financial LLC
15,786$396.7K0.2%ETFVery LowOrchard Park, NY2026-10-16
Liberty Capital Management, Inc.
15,752$395.8K0.1%CoreVery LowBirmingham, MI2026-11-02
North Forty Two & Co.
15,582$391.6K0.3%ETFVery LowLake Oswego, OR2026-10-19
TD Private Client Wealth LLC
15,535$390.4K0.0%ETFLowNew York, NY2026-10-28
Independent Financial Group, LLC
15,407$387.2K0.0%GrowthLowSan Diego, CA2026-10-13
Kwmg, LLC
15,404$387.1K0.0%ETFVery LowOverland Park, KS2026-10-07
Verdence Capital Advisors LLC
15,368$386.2K0.0%CoreMediumHunt Valley, MD2026-10-26
Pinnacle Bancorp, Inc.
15,288$384.2K0.1%CoreVery LowBeatrice, NE2026-10-21
Affinity Capital Advisors, LLC
15,209$383.0K0.0%ETFLowBerkeley, CA2026-10-13
Downshift Financial, LLC
15,169$381.2K0.2%ETFLowBoulder, CO2026-10-13
Claro Advisors Inc.
14,842$373.0K0.0%CoreLowBoston, MA2026-11-02
Surience Private Wealth LLC
14,680$368.9K0.4%ETFVery HighYakima, WA2026-10-16
Strategic Blueprint, LLC
14,627$367.6K0.0%ETFLowAtlanta, GA2026-10-22
LexAurum Advisors, LLC
14,376$361.3K0.0%ETFLowOverland Park, KS2026-10-19
Facet Wealth, Inc.
13,876$348.7K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
NorthCrest Asset Manangement, LLC
13,843$348.8K0.0%GrowthLowPlymouth, MN2026-10-13
NBT Bank, N.A.
13,556$340.7K0.0%CoreLowNorwich, NY2026-10-21
Larson Financial Group LLC
13,434$337.6K0.0%GrowthLowSt Louis, MO2026-11-05
Flagship Harbor Advisors, LLC
13,275$333.6K0.0%ETFMediumBoston, MA2026-10-26
Integrity Alliance, Llc.
13,210$332.0K0.0%ETFMediumUrbandale, IA2026-10-29
Trust Co
13,175$331.1K0.0%ETFVery LowManhattan, KS2026-10-09
IVC Wealth Advisors LLC
12,894$324.0K0.1%GrowthLowSilverdale, PA2026-10-23
Inman Jager Wealth Management, LLC
12,814$322.0K0.2%ETFVery LowHattiesburg, MS2026-11-05
Apollon Wealth Management, LLC
12,759$320.6K0.0%GrowthLowMount Pleasant, SC2026-10-23
Breakwater Capital Group
12,582$316.2K0.0%ETFLowParamus, NJ2026-10-09
Blume Capital Management, Inc.
12,500$314.1K0.0%CoreMediumBerkeley, CA2026-10-26
Rossby Financial, LCC
12,440$312.6K0.0%ETFMediumMelbourne, FL2026-11-05
Hippocratic Financial Advisors, LLC
12,376$311.0K0.1%ETFLowWestlake Village, CA2026-10-13
Canandaigua National Bank & Trust Co
12,344$310.2K0.0%CoreVery LowCanandaigua, NY2026-10-07
NWF Advisory Services Inc.
12,252$307.9K0.0%GARPLowLos Angeles, CA2026-10-19
Avant Financial Advisors LLC
12,123$304.7K0.2%ETFVery LowAustin, TX2026-11-02
Tempus Wealth Planning, LLC
12,076$303.5K0.1%ETFMediumIrvine, CA2026-10-14
Greenleaf Trust
12,000$301.6K0.0%CoreLowKalamazoo, MI2026-10-29
Opal Wealth Advisors, LLC
11,949$300.3K0.1%ETFLowJericho, NY2026-10-16
Mather Group, Llc.
11,854$297.9K0.0%ETFMediumChicago, IL2026-10-14
Carter Financial Group, Inc.
11,673$293.3K0.1%GrowthLowBarrington, IL2026-10-21
Center For Asset Management LLC
11,590$291.3K0.1%ETFMediumPalm Beach Gardens, FL2026-10-16
SRH Advisors, LLC
11,460$288.0K0.1%ETFVery LowSalina, KS2026-10-22
Spire Wealth Management
11,449$287.7K0.0%GrowthMediumMclean, VA2026-10-30
Brewster Financial Planning LLC
11,264$283.1K0.2%ETFVery LowBrooklyn, NY2026-10-13
CWC Advisors, Llc.
11,253$282.8K0.1%GARPLowLake Oswego, OR2026-10-15
Valley Forge Investment Consultants Inc ADV
11,167$280.6K0.1%ETFVery LowAudubon, PA2026-11-03
Rinkey Investments
10,958$275.4K0.1%ETFLowSan Diego, CA2026-10-28
Parkside Financial Bank & Trust
10,822$272.0K0.0%CoreVery LowSaint Louis, MO2026-10-27
Leonard Rickey Investment Advisors P.L.L.C.
10,551$265.1K0.0%ETFLowYakima, WA2026-10-29
Ascent Group, LLC
10,535$264.7K0.0%CoreLowVirginia Beach, VA2026-10-30
StoneX Group Inc.
10,306$259.0K0.0%ETFMediumNew York, NY2026-11-03
Guardian Financial Partners, LLC
10,248$257.5K0.1%ETFLowOrange, CA2026-11-04
First Horizon Corp
10,103$253.9K0.0%CoreLowMemphis, TN2026-10-26
Apella Capital, LLC
10,096$253.7K0.0%ETFVery LowWest Hartford, CT2026-10-08
Powell Investment Advisors, LLC
10,012$251.6K0.1%ETFVery LowMiami, FL2026-10-22
Independent Wealth Network Inc.
9,800$246.3K0.1%ETFMediumUrbandale, IA2026-10-19
Trust Point Inc.
9,787$245.9K0.0%CoreMediumLa Crosse, WI2026-10-27
Elevation Point Wealth Partners, LLC
9,764$245.4K0.0%CoreHighDenver, CO2026-11-05
Capital Investment Advisors, LLC
9,738$244.7K0.0%CoreLowAtlanta, GA2026-10-22
Compass Ion Advisors, LLC
9,729$244.5K0.0%ETFVery LowConshohocken, PA2026-10-23
Hardin Capital Partners, LLC
9,696$243.7K0.1%YieldVery LowGreenville, SC2026-10-09
Murphy & Mullick Capital Management Corp
9,510$239.0K0.1%GrowthLowSmithtown, NY2026-11-02
Global Wealth Management Investment Advisory, Inc.
9,479$238.2K0.0%CoreLowFort Lauderdale, FL2026-11-04
Koshinski Asset Management, Inc.
9,433$237.1K0.0%ETFLowDecatur, IL2026-10-29
Salem Investment Counselors Inc
9,419$236.7K0.0%GrowthVery LowWinston-Salem, NC2026-10-13
Pacific Capital Wealth Advisors, Inc.
9,416$236.6K0.0%ETFLowCorona, CA2026-10-22
Sound Stewardship, LLC
9,381$235.7K0.1%ETFVery LowOverland Park, KS2026-10-14
Alhambra Investment Management LLC
9,282$233.3K0.1%CoreLowPalmetto Bay, FL2026-10-15
Fruth Investment Management
9,000$2260.0%CoreVery LowHouston, TX2026-10-13
Sowell Financial Services LLC
8,809$221.4K0.0%CoreLowNorth Little Rock, AR2026-10-23
Asset One Wealth Management LLC
8,778$220.6K0.0%GrowthLowBellevue, WA2026-11-02
Y-Intercept (Hong Kong) Ltd
8,761$220.2K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Trademark Financial Management, LLC
8,430$211.8K0.1%ETFMediumBloomington, MN2026-10-23
Wedmont Private Capital
8,352$210.5K0.0%IndexVery LowWest Chester, PA2026-10-09
Windsor Capital Management, LLC
8,320$209.1K0.1%ETFVery LowPhoenix, AZ2026-10-13
Northland Capital Management LLC
8,315$209.0K0.1%ETFMediumVirginia, MN2026-10-15
Bluedoor Private Wealth, LLC
8,200$206.1K0.1%CoreLowBeverly, MA2026-11-05
Tilia Fiduciary Partners, Inc.
8,015$201.4K0.1%CoreLowWilmington, NC2026-10-09
Greenfield Seitz Capital Management, LLC
8,002$201.1K0.1%GARPLowDallas, TX2026-10-29
Richardson Financial Services Inc.
7,756$194.9K0.1%GrowthMediumMedway, MA2026-10-30
First Premier Bank
7,546$1900.0%CoreVery LowSioux Falls, SD2026-10-13
Marshall & Sterling Wealth Advisors Inc.
7,035$176.8K0.1%ETFMediumPoughkeepsie, NY2026-10-28
Dynamic Wealth Strategies, LLC
6,701$168.4K0.1%ETFLowGranite Bay, CA2026-10-16
GK Wealth Management LLC
6,361$159.8K0.1%GARPVery HighReno, NV2026-10-09
Raleigh Capital Management Inc.
6,279$157.8K0.0%CoreMediumCary, NC2026-10-28
WPG Advisers, LLC
5,961$149.8K0.1%CoreLowBaltimore, MD2026-10-27
MTM Investment Management, LLC
5,478$137.7K0.0%CoreVery LowSpartanburg, SC2026-10-30
Parallel Advisors, LLC
5,090$127.9K0.0%IndexLowSan Francisco, CA2026-11-03
Private Trust Co NA
4,992$125.4K0.0%CoreLowCleveland, OH2026-10-20
KFG LLC
4,697$118.0K0.1%ETFN/ARapid City, SD2026-11-02
City Holding Co
4,600$115.6K0.0%CoreLowCharleston, WV2026-10-19
Fairscale Capital, LLC
4,000$103.0K0.1%GrowthVery LowNashua, NH2026-11-04
Birchbrook, Inc.
3,632$91.3K0.0%ETFLowBangor, ME2026-10-14
Physician Wealth Advisors, Inc.
3,493$87.8K0.0%ETFMediumMidvale, UT2026-10-20
Ascentis Wealth Management, LLC
3,197$80.3K0.0%Agg GrowthLowDallas, TX2026-11-03
Quest 10 Wealth Builders, Inc.
3,188$80.1K0.1%ETFLowFuquay-Varina, VA2026-11-02
Lloyd Advisory Services, Llc.
2,621$65.9K0.0%ETFVery HighSuwanee, GA2026-11-02
Silver Grove Financial Group, Inc.
2,511$63.1K0.0%CoreMediumOrchard Park, NY2026-11-05
Cape Investment Advisory, Inc.
2,497$62.8K0.0%ETFLowMcdonough, GA2026-10-13
Ashton Thomas Securities, LLC
2,221$55.8K0.0%ETFMediumRochester, NY2026-10-26
Trust Co of Toledo NA
2,200$55.3K0.0%GrowthVery LowHolland, OH2026-10-16
Foster Dykema Cabot & Partners, LLC
2,072$52.1K0.0%GrowthLowWaltham, MA2026-10-30
Pflug Koory, LLC
1,970$49.5K0.0%CoreVery LowOmaha, NE2026-10-26
Vestor Capital, LLC
1,931$3580.0%ValueMediumChicago, IL2026-11-04
Cohalo Advisory LLC
1,920$48.3K2.6%ETFMediumSnoqualmie, WA2026-10-28
Bank of New Hampshire
1,902$47.8K0.0%CoreLowLaconia, NH2026-10-06
Lanark Financial, Inc.
1,884$47.3K0.0%CoreMediumBirmingham, AL2026-10-26
Investors Research Corp
1,816$45.6K0.0%ETFLowAtlanta, GA2026-10-07
Blue Trust, Inc.
1,758$44.2K0.0%ETFLowBrentwood, TN2026-10-15
CX Institutional
1,753$440.0%CoreMediumAuburn, IN2026-10-02
Abound Wealth Management
1,748$43.9K0.0%ETFVery LowFranklin, TN2026-10-26
Bullock Wealth Management Group
1,512$38.0K0.0%GrowthLowBloomington, IN2026-10-09
Cassaday & Co Wealth Management LLC
1,372$34.5K0.0%ETFVery LowMclean, VA2026-10-27
Burk Holdings LLC
1,347$33.9K0.0%ETFVery LowTulsa, OK2026-11-05
Independence Bank of Kentucky
1,200$30.2K0.0%GrowthLowOwensboro, KY2026-10-26
Glass Jacobson Investment Advisors llc
1,153$29.0K0.0%ETFLowOwings Mills, MD2026-10-26
Align Financial, LLC
1,087$27.3K0.0%ETFVery LowHermantown, MN2026-10-16
Blueline Advisors LLC
1,018$25.6K0.0%ETFLowExeter, NH2026-10-15
First Community Trust NA
982$24.7K0.0%GrowthLowDubuque, IA2026-10-07
Archer Investment Corp
981$24.7K0.0%CoreMediumCarmel, IN2026-11-05
Golden State Wealth Management, LLC
901$22.7K0.0%ETFMediumSanta Ana, CA2026-11-02
Polaris Financial Partners
866$220.0%GrowthN/AWesterville, OH2026-10-02
Kroeger Financial Partners
794$20.0K0.0%ETFN/AGrass Valley, CA2026-10-19
Harbor Investment Advisory, LLC
568$14.3K0.0%GrowthLowLutherville, MD2026-10-13
Signaturefd, LLC
567$14.3K0.0%IndexLowAtlanta, GA2026-10-23
Hamilton Point Investment Advisors, LLC
565$14.2K0.0%CoreLowChapel Hill, NC2026-11-03
Balance Wealth Partners LLC
522$13.1K0.0%ETFMediumWorthington, OH2026-10-27
Nova Financial LLC
506$12.7K0.0%N/AN/ATucson, AZ2026-11-04
Pacifica Partners Inc.
455$11.4K0.0%CoreLowSurrey, South Africa2026-10-09
North Star Investment Management Corp.
437$11.0K0.0%CoreLowChicago, IL2026-10-27
AlphaCore Capital LLC
398$10.0K0.0%ETFLowLa Jolla, CA2026-11-04
Olistico Wealth, LLC
392$9.9K0.0%GrowthVery LowTulsa, OK2026-10-05
PFS Partners, LLC
384$9.7K0.0%ETFVery LowMine Hill, NJ2026-10-21
Burkett Financial Services, LLC
382$9.6K0.0%ETFLowRock Hill, SC2026-10-01
Angeles Wealth Management, LLC
381$9.6K0.0%ETFLowSanta Monica, CA2026-10-26
TD Waterhouse Canada Inc.
380$9.6K0.0%CoreLowToronto, Australia2026-10-16
Tradewinds Capital Management, LLC
376$9.4K0.0%ETFVery HighBellingham, WA2026-10-23
Toth Financial Advisory Corp
376$9.4K0.0%CoreLowLeesburg, VA2026-10-08
Cullen T Bankers, Inc.
344$8.6K0.0%GrowthLowSan Antonio, TX2026-10-28
Tompkins Financial Corp
286$7.2K0.0%CoreLowIthaca, NY2026-10-05
POM Investment Strategies, LLC
210$5.3K0.0%ETFVery HighRaleigh, NC2026-10-20
Networth Advisors, LLC
203$5.1K0.0%ETFMediumCanonsburg, PA2026-11-03
Paladin Partners, LLC
186$4.7K0.0%ETFVery LowHartland, WI2026-10-06
Reap Financial Group, LLC
185$4.7K0.0%ETFLowAustin, TX2026-11-02
Blue Bell Private Wealth Management, LLC
185$4.6K0.0%YieldVery LowBlue Bell, PA2026-10-29
Cdkv Holdings LLC
162$4.1K0.0%ETFMediumDenver, CO2026-10-28
Buck Wealth Strategies, LLC
145$3.7K0.0%ValueMediumDenver, CO2026-10-28
Evolution Wealth Management Inc.
135$3.4K0.0%ETFMediumFort Myers, FL2026-10-28
Financial Consulate, Inc
134$3.4K0.0%ETFLowHunt Valley, MD2026-10-23
Brown, Lisle Ings, Inc.
132$3.3K0.0%CoreVery LowProvidence, RI2026-10-16
Markowski Investments
74$1.9K0.0%ETFN/ATampa, FL2026-10-30
Signature Resources Capital Management, LLC
69$1.7K0.0%ETFLowNewport Beach, CA2026-10-16
Avion Wealth
68$10.0%ETFLowThe Woodlands, TX2026-11-04
Wolff Wiese Magana LLC
68$1.7K0.0%GrowthLowCarslbad, CA2026-10-15
Tounjian Advisory Partners, LLC
66$1.7K0.0%GrowthHighFort Myers, FL2026-11-04
Hoey Investments, Inc
44$1.1K0.0%Agg GrowthLowCoatesville, PA2026-10-29
Financial Management Professionals, Inc.
24$6030.0%ETFMediumAustin, TX2026-10-23
Dhjj Financial Advisors, Ltd.
18$4600.0%ETFVery LowNaperville, IL2026-10-23
Triumph Capital Management
18$4520.0%ETFMediumDenver, CO2026-10-14
First Pacific Financial
15$3660.0%ETFLowVancouver, WA2026-10-14
Clayton Financial Group LLC
13$3270.0%ETFLowSt. Louis, MO2026-10-13
Mosley Wealth Management
12$3050.0%ETFHighAnaheim, CA2026-10-16
Trust Co of Vermont
6$1510.0%CoreVery LowBrattleboro, VT2026-10-21
Towne Trust Company, N.a
4$1010.0%CoreLowNewport News, VA2026-10-28
Southern Michigan Bank & Trust
4$1010.0%ETFLowColdwater, MI2026-10-19
Lodestone Wealth Management LLC
3$750.0%CoreLowSpokane, WA2026-10-14
Compass Wealth Management LLC
1$260.0%GARPLowGuilford, CT2026-10-22
Morling Financial Advisors, LLC
1$210.0%ETFLowFremont, CA2026-10-28