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Schwab Intl Small-Cap Equity (SCHC)

CUSIP: 808524888 | NYSE | 1232 institutional holders

Quarters

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

Creative Planning2,623,959
0.1% of portfolio›$130.5M
McAdam, LLC1,780,662
3.3% of portfolio›$88.6M
Johnson Financial Group, LLC1,354,693
3.4% of portfolio›$67.4M
Mather Group, Llc.1,092,397
0.5% of portfolio›$54.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,055,721
0.7% of portfolio›$52.5M
Choreo, LLC818,191
0.4% of portfolio›$40.7M
Charles Schwab Trust Co622,619
1.8% of portfolio›$31.0M
Vise Technologies, Inc.523,754
0.2% of portfolio›$26.1M
GHP Investment Advisors, Inc.481,817
0.9% of portfolio›$24.0M
Fund Evaluation Group, LLC479,947
0.6% of portfolio›$23.9M
Diversify Advisory Services, LLC371,943
0.3% of portfolio›$18.1M
Diversify Wealth Management, LLC371,943
0.3% of portfolio›$18.1M
Nicholas Hoffman & Company, Llc.297,815
0.3% of portfolio›$14.8M
Brooklyn FI, LLC276,361
2.1% of portfolio›$13.5M
White & Co Financial Planning Inc267,152
8.3% of portfolio›$12.5M
Perigon Wealth Management, LLC207,613
0.2% of portfolio›$10.3M
BlueSky Wealth Advisors, LLC202,538
1.2% of portfolio›$10.1M
Oarsman Capital, Inc.185,601
0.9% of portfolio›$9.2M
HB Wealth Management, LLC178,505
0.0% of portfolio›$8.9M
Wealth Enhancement Advisory Services, LLC171,481
0.0% of portfolio›$7.4M
Courage Miller Partners, LLC169,076
2.2% of portfolio›$8.4M
Plancorp, LLC164,598
0.2% of portfolio›$7.9M
Procyon Advisors, LLC159,226
0.3% of portfolio›$7.9M
Arnold Financial Planning LLC155,521
5.3% of portfolio›$7.7M
Mission Wealth Management, LP152,537
0.1% of portfolio›$7.6M
West Paces Advisors Inc.149,023
1.3% of portfolio›$7.4M
Wedmont Private Capital143,716
0.2% of portfolio›$7.1M
Prime Capital Investment Advisors, LLC141,847
0.1% of portfolio›$7.1M
Asset Allocation Strategies LLC134,222
1.0% of portfolio›$6.7M
TD Waterhouse Canada Inc.130,530
0.0% of portfolio›$6.4M
Ashton Thomas Securities, LLC124,153
0.7% of portfolio›$6.2M
Brucke Financial, Inc.122,717
2.6% of portfolio›$6.1M
Stewardship Advisors, LLC115,503
1.2% of portfolio›$5.7M
Robinswood Financial LLC108,560
1.6% of portfolio›$5.3M
Columbus Macro, LLC106,108
0.5% of portfolio›$5.3M
Commonwealth Financial Services, LLC98,718
0.9% of portfolio›$4.9M
Traveka Wealth, LLC97,033
1.5% of portfolio›$4.8M
Elmwood Wealth Management, Inc.95,924
1.1% of portfolio›$4.8M
Bell Investment Advisors, Inc94,714
0.7% of portfolio›$4.7M
Compound Planning, Inc.92,096
0.1% of portfolio›$4.6M
St. Louis Trust Co91,671
0.5% of portfolio›$4.6M
Cornerstone Wealth Advisors, Inc.82,166
0.9% of portfolio›$4.1M
Evergreen Capital Management LLC81,677
0.1% of portfolio›$4.1M
Manske Wealth Management76,779
0.9% of portfolio›$3.8M
Patriot Investment Management Group, Inc.76,207
0.2% of portfolio›$3.8M
Morton Brown Family Wealth, LLC68,363
0.8% of portfolio›$3.4M
Tradewinds Capital Management, LLC67,355
0.6% of portfolio›$3.4M
BCS Wealth Management64,048
0.6% of portfolio›$3.2M
Stone Summit Wealth LLC63,975
0.9% of portfolio›$3.2M
Aire Advisors, LLC61,047
0.5% of portfolio›$3.0M
Lido Advisors, LLC60,889
0.0% of portfolio›$3.0M
Curry Webb Wealth Management LLC60,853
1.2% of portfolio›$2.9M
Abacus Planning Group, Inc.59,787
0.4% of portfolio›$3.0M
Cambridge Investment Research Advisors, Inc.59,334
0.0% of portfolio›$3.0K
Noble Family Wealth, LLC56,174
0.5% of portfolio›$2.8M
Colony Family Offices, LLC55,549
0.6% of portfolio›$2.8M
Carter Financial Group, Inc.51,742
1.3% of portfolio›$2.6M
Kohmann Bosshard Financial Services, LLC49,707
0.2% of portfolio›$2.5M
Amicus Financial Advisors, LLC48,841
0.6% of portfolio›$2.4M
Summit Wealth Group LLC / Co48,343
0.2% of portfolio›$2.4M
Valley National Advisers Inc47,511
0.3% of portfolio›$2.4M
Shakespeare Wealth Management, LLC47,202
0.5% of portfolio›$2.3M
Modera Wealth Management, LLC45,328
0.0% of portfolio›$2.3M
Breakwater Investment Management43,940
0.7% of portfolio›$2.2M
Christensen, King & Associates Investment Services, Inc.42,995
0.8% of portfolio›$2.1M
Phillip James Consulting Co.42,196
1.4% of portfolio›$2.1M
Grove Street Fiduciary, LLC41,892
0.9% of portfolio›$2.1M
Braun-Bostich & Associates Inc.41,350
1.2% of portfolio›$2.1M
Farther Finance Advisors, LLC38,900
0.0% of portfolio›$1.9M
Stevens Capital Partners38,730
0.3% of portfolio›$1.9M
Concurrent Investment Advisors, LLC38,320
0.0% of portfolio›$1.9M
Guardian Financial Partners, LLC38,271
0.7% of portfolio›$1.9M
Foster Group, Inc.38,068
0.1% of portfolio›$1.9M
American Financial & TAX Strategies Inc37,392
0.9% of portfolio›$1.9M
Forvis Mazars Wealth Advisors, LLC36,578
0.0% of portfolio›$1.8M
Focus Financial Network, Inc.35,485
0.1% of portfolio›$1.8M
ACT Wealth Management, LLC35,479
0.5% of portfolio›$1.8M
Commonwealth Equity Services, LLC35,228
0.0% of portfolio›$1.8M
Walkner Condon Financial Advisors LLC34,758
0.2% of portfolio›$1.7M
Upper Left Wealth Management, LLC33,894
0.9% of portfolio›$1.7M
Fonville Wealth Management LLC33,790
0.3% of portfolio›$1.7M
US Bancorp \de\33,142
0.0% of portfolio›$1.6M
Integris Wealth Management, LLC32,416
0.3% of portfolio›$1.6M
Avestar Capital, LLC31,907
0.1% of portfolio›$1.6M
Strategic Family Wealth Counselors, L.L.C.31,681
0.4% of portfolio›$1.6M
Eagle Harbor Asset Management Inc28,703
1.1% of portfolio›$1.4M
Seneca Financial Advisors LLC28,457
0.4% of portfolio›$1.4M
IFP Advisors, Inc28,057
0.0% of portfolio›$1.4M
Wealth Architects, LLC27,271
0.1% of portfolio›$1.4M
LTG Capital LLC27,134
0.9% of portfolio›$1.3M
25 LLC25,901
0.4% of portfolio›$1.3M
Leisure Capital Management25,869
0.4% of portfolio›$1.3M
SeaCrest Wealth Management, LLC24,928
0.1% of portfolio›$1.2M
Tempus Wealth Planning, LLC22,623
0.2% of portfolio›$1.1M
Fifth Third Securities, Inc.22,186
0.1% of portfolio›$1.1M
James J. Burns & Company, LLC21,939
0.1% of portfolio›$1.1M
Creekside Partners21,889
0.4% of portfolio›$1.1M
Embree Financial Group21,850
0.1% of portfolio›$1.1M
Aspen Investment Management Inc21,584
0.0% of portfolio›$1.1K
Systelligence, LLC20,309
2.4% of portfolio›$14.2M
ZynergyRetirementPlanningLLC20,206
0.5% of portfolio›$1.0M
NorthCrest Asset Manangement, LLC20,124
0.0% of portfolio›$987.3K
Blueline Advisors LLC20,116
0.7% of portfolio›$1.0M
Ethic Inc.19,697
0.0% of portfolio›$979.7K
Villere ST Denis J & Co LLC19,620
0.1% of portfolio›$975.9K
Yoffe Investment Management, LLC19,452
1.1% of portfolio›$967.5K
K2 Financial Inc.19,288
0.7% of portfolio›$947.6K
CFG Wealth Management Services, Inc.19,071
0.9% of portfolio›$942.3K
Index Fund Advisors, Inc.18,792
0.0% of portfolio›$934.7K
Avior Wealth Management, LLC18,233
0.0% of portfolio›$906.9K
Investment Partners Asset Management, Inc.17,687
0.5% of portfolio›$879.8K
Murphy & Mullick Capital Management Corp17,667
0.5% of portfolio›$878.8K
Moisand Fitzgerald Tamayo, LLC17,575
0.1% of portfolio›$874.2K
J.W. Cole Advisors, Inc.17,404
0.0% of portfolio›$865.7K
Envision Financial LLC17,286
0.4% of portfolio›$859.8K
Collective Family Office LLC16,021
0.2% of portfolio›$796.9K
Ferguson Wellman Capital Management, Inc15,920
0.0% of portfolio›$791.9K
Peak Financial Management, Inc.15,220
0.2% of portfolio›$757.1K
Altfest L J & Co Inc15,217
0.1% of portfolio›$756.9K
Klingman & Associates, LLC14,799
0.0% of portfolio›$736.1K
Balboa Wealth Partners14,390
0.1% of portfolio›$715.8K
Parkside Financial Bank & Trust14,376
0.0% of portfolio›$715.1K
Wealthcare Advisory Partners LLC13,894
0.0% of portfolio›$691.1K
EverSource Wealth Advisors, LLC13,786
0.0% of portfolio›$685.7K
Truist Financial Corp13,720
0.0% of portfolio›$682.4K
Factor Wealth Management LTD13,353
0.1% of portfolio›$664.2K
Livet Wealth, LLC13,023
0.4% of portfolio›$647.7K
Apella Capital, LLC12,665
0.0% of portfolio›$623.6K
Bank of New York Mellon Corp12,254
0.0% of portfolio›$609.5K
Blue Bell Private Wealth Management, LLC12,024
0.1% of portfolio›$598.1K
Compass Financial Group, Inc11,961
0.1% of portfolio›$594.9K
Elevation Wealth Partners, LLC11,946
0.2% of portfolio›$594.2K
Simon Quick Advisors, LLC11,733
0.0% of portfolio›$583.6K
Oath Planning, LLC11,498
0.4% of portfolio›$571.9K
Hardin Capital Partners, LLC11,432
0.3% of portfolio›$568.6K
Kestra Private Wealth Services, LLC11,174
0.0% of portfolio›$555.8K
Lantz Financial LLC11,046
0.1% of portfolio›$549.4K
IVC Wealth Advisors LLC10,814
0.2% of portfolio›$537.9K
Omega Financial Group, LLC10,707
0.2% of portfolio›$532.6K
AlphaCore Capital LLC10,536
0.0% of portfolio›$524.1K
Life Planning Partners, Inc10,338
0.4% of portfolio›$514.2K
Chesley Taft & Associates LLC10,296
0.0% of portfolio›$512.1K
Ifrah Financial Services, Inc.10,004
0.1% of portfolio›$497.6K
Smart Wealth LLC9,508
0.1% of portfolio›$473.0K
Cooke Wealth Management, LLC9,318
0.4% of portfolio›$463.5K
Krilogy Financial LLC9,181
0.0% of portfolio›$451.1K
Fifth Third Wealth Advisors LLC9,180
0.0% of portfolio›$456.6K
Visionary Horizons, LLC9,167
0.2% of portfolio›$456.0K
Private Wealth Management Group, LLC9,143
0.1% of portfolio›$454.8K
Sachem Hill LLC8,839
0.1% of portfolio›$439.7K
Busey Bank8,293
0.0% of portfolio›$412.5K
Axxcess Wealth Management, LLC8,186
0.0% of portfolio›$407.2K
American Capital Advisory, LLC8,073
0.1% of portfolio›$401.6K
Garde Capital, Inc.8,065
0.0% of portfolio›$401.2K
CWC Advisors, Llc.7,868
0.2% of portfolio›$391.4K
Dynamic Advisor Solutions LLC7,750
0.0% of portfolio›$385.5K
Sovran Advisors, LLC7,470
0.0% of portfolio›$363.7K
Pension & Wealth Management Advisors, Inc.7,267
0.1% of portfolio›$361.5K
May Hill Capital, LLC7,257
0.1% of portfolio›$361.0K
Obermeyer Wealth Partners7,231
0.0% of portfolio›$359.7K
Brookstone Capital Management7,202
0.0% of portfolio›$358.2K
Maseco LLP7,182
0.0% of portfolio›$357.4K
White Lighthouse Investment Management Inc.7,182
0.0% of portfolio›$357.2K
Ballast Financial Advisors LLC6,972
0.3% of portfolio›$346.8K
SAX Wealth Advisors, LLC6,959
0.0% of portfolio›$346.1K
Tranquility Partners, LLC6,853
0.1% of portfolio›$340.9K
Alpha Omega Wealth Management LLC6,545
0.0% of portfolio›$325.6K
Duncker Streett & Co Inc6,336
0.1% of portfolio›$315.2K
Kestra Advisory Services, LLC6,300
0.0% of portfolio›$313.3K
Simplicity Wealth,LLC6,243
0.0% of portfolio›$310.5K
Facet Wealth, Inc.6,124
0.0% of portfolio›$304.6K
HUB Investment Partners, LLC6,123
0.0% of portfolio›$304.6K
Birchwood Financial Partners, Inc.5,882
0.2% of portfolio›$292.6K
Kathmere Capital Management, LLC5,852
0.0% of portfolio›$291.1K
Asset Dedication, LLC5,708
0.0% of portfolio›$283.9K
Uptown Financial Advisors LLC5,690
0.2% of portfolio›$283.0K
Brandywine OAK Private Wealth LLC5,623
0.0% of portfolio›$279.7K
Black Diamond Financial, LLC5,579
0.0% of portfolio›$277.5K
PFG Advisors5,578
0.0% of portfolio›$277.5K
Single Point Partners, LLC5,525
0.0% of portfolio›$274.8K
Quadrant Capital Group LLC5,511
0.0% of portfolio›$271.7K
Koshinski Asset Management, Inc.5,361
0.0% of portfolio›$266.7K
Aurelius Family Office LLC5,224
0.1% of portfolio›$259.8K
North Forty Two & Co.5,067
0.2% of portfolio›$252.0K
Avidian Wealth Enterprises, LLC5,045
0.0% of portfolio›$251.0K
Sensible Money, LLC5,035
0.1% of portfolio›$250.4K
Creative Financial Designs Inc5,018
0.0% of portfolio›$249.6K
Brickley Wealth Management5,015
0.0% of portfolio›$249.4K
MBL Wealth, LLC5,000
0.0% of portfolio›$248.7K
Citigroup Inc4,966
0.0% of portfolio›$247.0K
Odyssey Capital Advisors, Inc.4,940
0.2% of portfolio›$245.7K
Accredited Investors Inc.4,690
0.0% of portfolio›$233.3K
CoreCap Advisors, LLC4,632
0.0% of portfolio›$230.4K
Manuka Financial, LLC4,597
0.1% of portfolio›$228.7K
Advus Financial Partners, LLC4,553
0.1% of portfolio›$226.5K
Landmark Wealth Management, LLC4,504
0.1% of portfolio›$224.0K
First National Bank of Mount Dora, Trust Investment Services4,500
0.0% of portfolio›$223.8K
Parcion Private Wealth LLC4,471
0.0% of portfolio›$222.4K
Ironsides Asset Advisors, LLC4,470
0.1% of portfolio›$222.3K
Evanson Financial, LLC4,433
0.0% of portfolio›$220.5K
Clarity Capital Advisors, LLC4,402
0.1% of portfolio›$219.0K
Ballentine Capital Advisors, Inc4,119
0.1% of portfolio›$204.9K
Carolina Wealth Advisors, LLC4,075
0.1% of portfolio›$202.7K
Root Financial Partners, LLC3,687
0.0% of portfolio›$183.4K
Exchange Traded Concepts, LLC3,612
0.0% of portfolio›$179.7K
Pinnacle Wealth Planning Services, Inc.3,155
0.0% of portfolio›$156.9K
Compass Financial Management LLC3,031
0.0% of portfolio›$150.8K
Blue Trust, Inc.2,797
0.0% of portfolio›$139.1K
Raleigh Capital Management Inc.2,745
0.0% of portfolio›$136.6K
Larson Financial Group LLC2,532
0.0% of portfolio›$126.0K
Daytona Street Capital LLC2,198
0.1% of portfolio›$109.2K
Access Investment Management LLC2,000
0.0% of portfolio›$99.5K
Capital Advisors, Ltd. LLC1,969
0.0% of portfolio›$98
Plante Moran Financial Advisors, LLC1,829
0.0% of portfolio›$91.0K
Cranbrook Wealth Management, LLC1,766
0.0% of portfolio›$87.8K
Newton One Investments LLC1,632
0.0% of portfolio›$81.2K
Versant Capital Management, Inc1,447
0.0% of portfolio›$72.0K
JFS Wealth Advisors, LLC1,399
0.0% of portfolio›$69.6K
Chapman Financial Group, LLC1,391
0.0% of portfolio›$69.2K
Parallel Advisors, LLC1,354
0.0% of portfolio›$67.4K
SJS Investment Consulting Inc.1,088
0.0% of portfolio›$54.1K
Brown, Lisle Ings, Inc.1,075
0.0% of portfolio›$53.5K
Abound Wealth Management1,028
0.0% of portfolio›$51.2K
First Community Trust NA1,000
0.0% of portfolio›$49.7K
Maryland Capital Advisors Inc.970
0.0% of portfolio›$48.2K
CX Institutional958
0.0% of portfolio›$48
Pinnacle Bancorp, Inc.911
0.0% of portfolio›$45.3K
Fairway Wealth LLC879
0.0% of portfolio›$43.7K
Cassaday & Co Wealth Management LLC746
0.0% of portfolio›$37.1K
James T. Borello RIA723
0.0% of portfolio›$36.0K
IMG Wealth Management, Inc.706
0.0% of portfolio›$35.1K
Independence Bank of Kentucky684
0.0% of portfolio›$34.0K
Ashton Thomas Private Wealth, LLC678
0.0% of portfolio›$33.7K
Activest Wealth Management611
0.0% of portfolio›$30.4K
Assetmark, Inc541
0.0% of portfolio›$26.9K
Cape Investment Advisory, Inc.537
0.0% of portfolio›$26.7K
Burk Holdings LLC494
0.0% of portfolio›$24.6K
TFC Financial Management, Inc.478
0.0% of portfolio›$23.8K
Hoey Investments, Inc450
0.0% of portfolio›$22.4K
Dhjj Financial Advisors, Ltd.440
0.0% of portfolio›$21.9K
Angeles Wealth Management, LLC420
0.0% of portfolio›$20.9K
Rossby Financial, LCC392
0.0% of portfolio›$19.5K
4Thought Financial Group Inc.385
0.0% of portfolio›$19.1K
Elevated Capital Advisors, LLC372
0.0% of portfolio›$18.5K
PFS Partners, LLC346
0.0% of portfolio›$17.2K
Grey Ledge Advisors, LLC279
0.0% of portfolio›$13.9K
Cherry Tree Wealth Management, LLC265
0.0% of portfolio›$13.2K
Security National Bank259
0.0% of portfolio›$12.9K
McCarley & Cook Financial Planners247
0.0% of portfolio›$12.3K
Financial Consulate, Inc245
0.0% of portfolio›$12.2K
Wagner Wealth Management, LLC241
0.0% of portfolio›$12.0K
Hamilton Point Investment Advisors, LLC214
0.0% of portfolio›$10.6K
Wilkerson Advisory Group LLC210
0.0% of portfolio›$10.4K
Key Capital Management, Inc203
0.0% of portfolio›$10.1K
Nova Financial LLC198
0.0% of portfolio›$9.8K
Key FInancial Inc198
0.0% of portfolio›$9.8K
Silver Grove Financial Group, Inc.172
0.0% of portfolio›$8.6K
Pittenger & Anderson Inc150
0.0% of portfolio›$7.5K
Lanark Financial, Inc.143
0.0% of portfolio›$7.1K
Harbor Asset Planning, Inc.138
0.0% of portfolio›$6.9K
Latitude Advisors, LLC126
0.0% of portfolio›$6.3K
Montgomery Financial Services LLC125
0.0% of portfolio›$6.2K
Tompkins Financial Corp108
0.0% of portfolio›$5.4K
Triumph Capital Management107
0.0% of portfolio›$5.3K
Signature Resources Capital Management, LLC89
0.0% of portfolio›$4.4K
Kozak & Associates, Inc.87
0.0% of portfolio›$4.2K
Archer Investment Corp83
0.0% of portfolio›$4.1K
Next Level Wealth Planning, LLC82
0.0% of portfolio›$4.1K
Golden State Wealth Management, LLC80
0.0% of portfolio›$4.0K
Signaturefd, LLC80
0.0% of portfolio›$4.0K
Rydar Equities, Inc.71
0.0% of portfolio›$3.5K
Trust Co of Vermont64
0.0% of portfolio›$3.2K
Quest 10 Wealth Builders, Inc.52
0.0% of portfolio›$2.6K
Pillar Financial Advisors, LLC50
0.0% of portfolio›$2.5K
Main Street Group, LTD37
0.0% of portfolio›$1.8K
Downshift Financial, LLC37
0.0% of portfolio›$1.8K
Financial Management Professionals, Inc.29
0.0% of portfolio›$1.4K
DiNuzzo Private Wealth, Inc.29
0.0% of portfolio›$1.4K
Salomon & Ludwin, LLC27
0.0% of portfolio›$1.3K
Bfsg, LLC26
0.0% of portfolio›$1.3K
3 Factor Indexing, LLC25
0.0% of portfolio›$1.2K
Owl Creek Wealth Partners LLC22
0.0% of portfolio›$1.1K
Gen-Wealth Partners Inc22
0.0% of portfolio›$1.1K
Cordgrass Capital Advisors, LLC20
0.0% of portfolio›$995
Noble Wealth Management PBC18
0.0% of portfolio›$895
Chilton Capital Management LLC15
0.0% of portfolio›$747
Ascentis Independent Advisors15
0.0% of portfolio›$746
Networth Advisors, LLC14
0.0% of portfolio›$696
Mosley Wealth Management13
0.0% of portfolio›$633
First Pacific Financial11
0.0% of portfolio›$548
Capital Investment Advisory Services, LLC2
0.0% of portfolio›$99
Horizon Financial Services, LLC0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Creative Planning
2,623,959$130.5M0.1%IndexVery LowOverland Park, KS2026-11-02
McAdam, LLC
1,780,662$88.6M3.3%ETFLowPhiladelphia, PA2026-10-21
Johnson Financial Group, LLC
1,354,693$67.4M3.4%ETFLowDenver, CO2026-11-03
Mather Group, Llc.
1,092,397$54.3M0.5%ETFMediumChicago, IL2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
1,055,721$52.5M0.7%GrowthVery LowSeattle, WA2026-10-27
Choreo, LLC
818,191$40.7M0.4%IndexLowRockford, IL2026-10-28
Charles Schwab Trust Co
622,619$31.0M1.8%ETFLowHenderson, NV2026-10-15
Vise Technologies, Inc.
523,754$26.1M0.2%IndexLowNew York, NY2026-10-29
GHP Investment Advisors, Inc.
481,817$24.0M0.9%CoreVery LowDenver, CO2026-10-15
Fund Evaluation Group, LLC
479,947$23.9M0.6%ETFLowCincinnati, OH2026-11-05
Diversify Advisory Services, LLC
371,943$18.1M0.3%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
371,943$18.1M0.3%GrowthMediumSandy, UT2026-10-20
Nicholas Hoffman & Company, Llc.
297,815$14.8M0.3%ETFVery LowAtlanta, GA2026-10-30
Brooklyn FI, LLC
276,361$13.5M2.1%ETFVery LowNew York, NY2026-11-05
White & Co Financial Planning Inc
267,152$12.5M8.3%ETFVery LowSunnyside, WA2026-10-16
Perigon Wealth Management, LLC
207,613$10.3M0.2%GrowthLowSan Francisco, CA2026-10-22
BlueSky Wealth Advisors, LLC
202,538$10.1M1.2%ETFMediumNew Bern, NC2026-10-29
Oarsman Capital, Inc.
185,601$9.2M0.9%ETFLowMilwaukee, WI2026-11-05
HB Wealth Management, LLC
178,505$8.9M0.0%IndexVery LowAtlanta, GA2026-10-23
Wealth Enhancement Advisory Services, LLC
171,481$7.4M0.0%CoreLowPlymouth, MN2026-10-13
Courage Miller Partners, LLC
169,076$8.4M2.2%ETFVery LowNorfolk, VA2026-10-21
Plancorp, LLC
164,598$7.9M0.2%ETFLowSaint Louis, MO2026-11-03
Procyon Advisors, LLC
159,226$7.9M0.3%CoreVery LowShelton, CT2026-10-21
Arnold Financial Planning LLC
155,521$7.7M5.3%ETFVery LowHiawatha, IA2026-10-20
Mission Wealth Management, LP
152,537$7.6M0.1%ETFLowSanta Barbara, CA2026-10-15
West Paces Advisors Inc.
149,023$7.4M1.3%ETFLowAtlanta, GA2026-10-13
Wedmont Private Capital
143,716$7.1M0.2%IndexVery LowWest Chester, PA2026-10-09
Prime Capital Investment Advisors, LLC
141,847$7.1M0.1%ETFLowOverland Park, KS2026-10-20
Asset Allocation Strategies LLC
134,222$6.7M1.0%ETFMediumFarmington, MI2026-10-20
TD Waterhouse Canada Inc.
130,530$6.4M0.0%CoreLowToronto, Australia2026-10-16
Ashton Thomas Securities, LLC
124,153$6.2M0.7%ETFMediumRochester, NY2026-10-26
Brucke Financial, Inc.
122,717$6.1M2.6%GrowthMediumIndianapolis, IN2026-10-23
Stewardship Advisors, LLC
115,503$5.7M1.2%ETFMediumMount Joy, PA2026-10-20
Robinswood Financial LLC
108,560$5.3M1.6%ETFVery LowKirkland, WA2026-10-20
Columbus Macro, LLC
106,108$5.3M0.5%YieldMediumNew Castle, PA2026-10-14
Commonwealth Financial Services, LLC
98,718$4.9M0.9%ETFMediumVienna, WV2026-10-20
Traveka Wealth, LLC
97,033$4.8M1.5%ETFLowLos Altos, CA2026-10-19
Elmwood Wealth Management, Inc.
95,924$4.8M1.1%ETFLowBerkeley, CA2026-10-14
Bell Investment Advisors, Inc
94,714$4.7M0.7%ETFVery LowOrinda, CA2026-10-29
Compound Planning, Inc.
92,096$4.6M0.1%CoreLowNew York, NY2026-11-05
St. Louis Trust Co
91,671$4.6M0.5%ETFVery LowSaint Louis, MO2026-11-03
Cornerstone Wealth Advisors, Inc.
82,166$4.1M0.9%ETFLowEdina, MN2026-10-16
Evergreen Capital Management LLC
81,677$4.1M0.1%GARPMediumBellevue, WA2026-10-23
Manske Wealth Management
76,779$3.8M0.9%ValueVery LowHouston, TX2026-10-26
Patriot Investment Management Group, Inc.
76,207$3.8M0.2%ETFVery LowKnoxville, TN2026-10-15
Morton Brown Family Wealth, LLC
68,363$3.4M0.8%ETFVery LowAllentown, PA2026-10-23
Tradewinds Capital Management, LLC
67,355$3.4M0.6%ETFVery HighBellingham, WA2026-10-23
BCS Wealth Management
64,048$3.2M0.6%ETFVery LowJohnson City, TN2026-11-03
Stone Summit Wealth LLC
63,975$3.2M0.9%ETFLowMiami, FL2026-10-14
Aire Advisors, LLC
61,047$3.0M0.5%ETFVery LowBeverly Hills, CA2026-10-22
Lido Advisors, LLC
60,889$3.0M0.0%GrowthLowLos Angeles, CA2026-11-04
Curry Webb Wealth Management LLC
60,853$2.9M1.2%ETFLowIndianapolis, IN2026-10-22
Abacus Planning Group, Inc.
59,787$3.0M0.4%ETFLowColumbia, SC2026-11-02
Cambridge Investment Research Advisors, Inc.
59,334$3.0K0.0%ETFLowFairfield, IA2026-11-02
Noble Family Wealth, LLC
56,174$2.8M0.5%ETFVery LowClearwater, FL2026-10-26
Colony Family Offices, LLC
55,549$2.8M0.6%ETFVery LowCharlotte, NC2026-10-22
Carter Financial Group, Inc.
51,742$2.6M1.3%GrowthLowBarrington, IL2026-10-21
Kohmann Bosshard Financial Services, LLC
49,707$2.5M0.2%ETFLowFairlawn, OH2026-11-04
Amicus Financial Advisors, LLC
48,841$2.4M0.6%ETFLowLubbock, TX2026-11-03
Summit Wealth Group LLC / Co
48,343$2.4M0.2%ETFHighColorado Springs, CO2026-10-29
Valley National Advisers Inc
47,511$2.4M0.3%ETFLowBethlehem, PA2026-10-23
Shakespeare Wealth Management, LLC
47,202$2.3M0.5%ETFMediumPewaukee, WI2026-10-28
Modera Wealth Management, LLC
45,328$2.3M0.0%ETFVery LowWestwood, NJ2026-10-28
Breakwater Investment Management
43,940$2.2M0.7%ETFLowSeattle, WA2026-10-20
Christensen, King & Associates Investment Services, Inc.
42,995$2.1M0.8%ETFVery LowRichland, WA2026-10-22
Phillip James Consulting Co.
42,196$2.1M1.4%ETFVery HighPlymouth, MN2026-11-03
Grove Street Fiduciary, LLC
41,892$2.1M0.9%ETFVery LowPeterborough, NH2026-10-13
Braun-Bostich & Associates Inc.
41,350$2.1M1.2%ETFMediumCanonsburg, PA2026-10-20
Farther Finance Advisors, LLC
38,900$1.9M0.0%IndexLowSan Francisco, CA2026-10-08
Stevens Capital Partners
38,730$1.9M0.3%ETFVery LowOmaha, NE2026-10-29
Concurrent Investment Advisors, LLC
38,320$1.9M0.0%GrowthMediumTampa, FL2026-10-16
Guardian Financial Partners, LLC
38,271$1.9M0.7%ETFLowOrange, CA2026-11-04
Foster Group, Inc.
38,068$1.9M0.1%ETFVery LowUrbandale, IA2026-10-13
American Financial & TAX Strategies Inc
37,392$1.9M0.9%ETFVery LowNew York, NY2026-10-16
Forvis Mazars Wealth Advisors, LLC
36,578$1.8M0.0%ETFVery LowSpringfield, MO2026-10-13
Focus Financial Network, Inc.
35,485$1.8M0.1%ETFLowMinneapolis, MN2026-10-14
ACT Wealth Management, LLC
35,479$1.8M0.5%ETFVery LowPlano, TX2026-10-09
Commonwealth Equity Services, LLC
35,228$1.8M0.0%ETFLowWaltham, MA2026-11-02
Walkner Condon Financial Advisors LLC
34,758$1.7M0.2%ETFLowVerona, WI2026-11-02
Upper Left Wealth Management, LLC
33,894$1.7M0.9%ETFMediumTampa, FL2026-10-14
Fonville Wealth Management LLC
33,790$1.7M0.3%ETFVery LowRichmond, VA2026-10-28
US Bancorp \de\
33,142$1.6M0.0%IndexLowMinneapolis, MN2026-11-05
Integris Wealth Management, LLC
32,416$1.6M0.3%ETFVery LowMonterey, CA2026-10-14
Avestar Capital, LLC
31,907$1.6M0.1%GrowthLowNew York, NY2026-10-28
Strategic Family Wealth Counselors, L.L.C.
31,681$1.6M0.4%ETFVery LowFairfield, NJ2026-10-29
Eagle Harbor Asset Management Inc
28,703$1.4M1.1%GARPLowSeattle, WA2026-10-21
Seneca Financial Advisors LLC
28,457$1.4M0.4%ETFLowRochester, NY2026-10-28
IFP Advisors, Inc
28,057$1.4M0.0%GrowthLowTampa, FL2026-10-16
Wealth Architects, LLC
27,271$1.4M0.1%ETFVery LowMountain View, CA2026-11-03
LTG Capital LLC
27,134$1.3M0.9%ETFLowFramingham, MA2026-11-04
25 LLC
25,901$1.3M0.4%ETFLowSt. Louis, MO2026-10-13
Leisure Capital Management
25,869$1.3M0.4%CoreLowCosta Mesa, CA2026-11-03
SeaCrest Wealth Management, LLC
24,928$1.2M0.1%GrowthLowPurchase, NY2026-10-21
Tempus Wealth Planning, LLC
22,623$1.1M0.2%ETFMediumIrvine, CA2026-10-14
Fifth Third Securities, Inc.
22,186$1.1M0.1%ETFLowCincinnati, OH2026-10-21
James J. Burns & Company, LLC
21,939$1.1M0.1%ETFVery LowMelville, NY2026-10-22
Creekside Partners
21,889$1.1M0.4%ETFVery LowPetaluma, CA2026-11-04
Embree Financial Group
21,850$1.1M0.1%ETFLowChicago, IL2026-10-22
Aspen Investment Management Inc
21,584$1.1K0.0%GrowthLowGrand Rapids, MI2026-11-05
Systelligence, LLC
20,309$14.2M2.4%ETFHighBloomington, MN2026-11-05
ZynergyRetirementPlanningLLC
20,206$1.0M0.5%ETFVery LowRed Bank, NJ2026-10-08
NorthCrest Asset Manangement, LLC
20,124$987.3K0.0%GrowthLowPlymouth, MN2026-10-13
Blueline Advisors LLC
20,116$1.0M0.7%ETFLowExeter, NH2026-10-15
Ethic Inc.
19,697$979.7K0.0%CoreLowNew York, NY2026-11-03
Villere ST Denis J & Co LLC
19,620$975.9K0.1%ValueVery LowNew Orleans, LA2026-11-04
Yoffe Investment Management, LLC
19,452$967.5K1.1%CoreVery LowLemoyne, PA2026-11-02
K2 Financial Inc.
19,288$947.6K0.7%ETFLowGlendora, CA2026-10-26
CFG Wealth Management Services, Inc.
19,071$942.3K0.9%ETFLowIndianapolis, XX2026-10-21
Index Fund Advisors, Inc.
18,792$934.7K0.0%ETFVery LowIrvine, CA2026-11-05
Avior Wealth Management, LLC
18,233$906.9K0.0%ETFMediumOmaha, NE2026-10-13
Investment Partners Asset Management, Inc.
17,687$879.8K0.5%CoreLowMetuchen, NJ2026-10-09
Murphy & Mullick Capital Management Corp
17,667$878.8K0.5%GrowthLowSmithtown, NY2026-11-02
Moisand Fitzgerald Tamayo, LLC
17,575$874.2K0.1%ETFVery LowOrlando, FL2026-10-15
J.W. Cole Advisors, Inc.
17,404$865.7K0.0%IndexLowTampa, FL2026-11-05
Envision Financial LLC
17,286$859.8K0.4%ETFLowBrookfield, WI2026-10-15
Collective Family Office LLC
16,021$796.9K0.2%ETFLowYork, PA2026-10-05
Ferguson Wellman Capital Management, Inc
15,920$791.9K0.0%CoreLowPortland, OR2026-10-05
Peak Financial Management, Inc.
15,220$757.1K0.2%ETFVery LowWellesley, MA2026-10-16
Altfest L J & Co Inc
15,217$756.9K0.1%ETFHighNew York, NY2026-10-27
Klingman & Associates, LLC
14,799$736.1K0.0%ETFVery LowNew York, NY2026-10-20
Balboa Wealth Partners
14,390$715.8K0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
Parkside Financial Bank & Trust
14,376$715.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Wealthcare Advisory Partners LLC
13,894$691.1K0.0%ETFLowWest Chester, PA2026-10-21
EverSource Wealth Advisors, LLC
13,786$685.7K0.0%CoreMediumBirmingham, AL2026-11-04
Truist Financial Corp
13,720$682.4K0.0%CoreLowCharlotte, NC2026-10-30
Factor Wealth Management LTD
13,353$664.2K0.1%ETFLowChicago, IL2026-10-08
Livet Wealth, LLC
13,023$647.7K0.4%ETFLowSpanish Fork, UT2026-10-27
Apella Capital, LLC
12,665$623.6K0.0%ETFVery LowWest Hartford, CT2026-10-08
Bank of New York Mellon Corp
12,254$609.5K0.0%CoreLowNew York, NY2026-11-05
Blue Bell Private Wealth Management, LLC
12,024$598.1K0.1%YieldVery LowBlue Bell, PA2026-10-29
Compass Financial Group, Inc
11,961$594.9K0.1%ETFVery LowSioux Falls, SD2026-10-13
Elevation Wealth Partners, LLC
11,946$594.2K0.2%ETFLowWalnut Creek, CA2026-10-07
Simon Quick Advisors, LLC
11,733$583.6K0.0%ETFLowMorristown, NJ2026-10-26
Oath Planning, LLC
11,498$571.9K0.4%ETFVery LowTulsa, OK2026-10-20
Hardin Capital Partners, LLC
11,432$568.6K0.3%YieldVery LowGreenville, SC2026-10-09
Kestra Private Wealth Services, LLC
11,174$555.8K0.0%GrowthLowAustin, TX2026-10-30
Lantz Financial LLC
11,046$549.4K0.1%ETFLowNaperville, IL2026-10-15
IVC Wealth Advisors LLC
10,814$537.9K0.2%GrowthLowSilverdale, PA2026-10-23
Omega Financial Group, LLC
10,707$532.6K0.2%ETFVery LowSanta Barbara, CA2026-10-29
AlphaCore Capital LLC
10,536$524.1K0.0%ETFLowLa Jolla, CA2026-11-04
Life Planning Partners, Inc
10,338$514.2K0.4%ETFVery LowJacksonville, FL2026-10-28
Chesley Taft & Associates LLC
10,296$512.1K0.0%CoreLowChicago, IL2026-10-13
Ifrah Financial Services, Inc.
10,004$497.6K0.1%ETFLowLittle Rock, AR2026-10-13
Smart Wealth LLC
9,508$473.0K0.1%ETFHighOmaha, NE2026-11-04
Cooke Wealth Management, LLC
9,318$463.5K0.4%ETFVery LowIrvine, CA2026-10-13
Krilogy Financial LLC
9,181$451.1K0.0%GrowthLowSt. Louis, MO2026-10-13
Fifth Third Wealth Advisors LLC
9,180$456.6K0.0%IndexVery LowCincinnati, OH2026-10-22
Visionary Horizons, LLC
9,167$456.0K0.2%ETFLowKnoxville, TN2026-10-22
Private Wealth Management Group, LLC
9,143$454.8K0.1%ETFLowPrinceton, NJ2026-10-19
Sachem Hill LLC
8,839$439.7K0.1%ETFVery LowDenver, CO2026-10-14
Busey Bank
8,293$412.5K0.0%GrowthVery LowUrbana, IL2026-10-26
Axxcess Wealth Management, LLC
8,186$407.2K0.0%CoreLowCarlsbad, CA2026-10-21
American Capital Advisory, LLC
8,073$401.6K0.1%ETFLowKetchum, ID2026-10-28
Garde Capital, Inc.
8,065$401.2K0.0%ETFLowSeattle, WA2026-10-29
CWC Advisors, Llc.
7,868$391.4K0.2%GARPLowLake Oswego, OR2026-10-15
Dynamic Advisor Solutions LLC
7,750$385.5K0.0%ETFLowPhoenix, AZ2026-10-13
Sovran Advisors, LLC
7,470$363.7K0.0%ETFMediumSan Diego, CA2026-11-02
Pension & Wealth Management Advisors, Inc.
7,267$361.5K0.1%ETFLowWaltham, MA2026-10-16
May Hill Capital, LLC
7,257$361.0K0.1%ETFLowCohasset, MA2026-11-03
Obermeyer Wealth Partners
7,231$359.7K0.0%GrowthLowAspen, CO2026-10-21
Brookstone Capital Management
7,202$358.2K0.0%ETFMediumWheaton, IL2026-10-22
Maseco LLP
7,182$357.4K0.0%ETFVery LowLondon, United Kingdom2026-10-27
White Lighthouse Investment Management Inc.
7,182$357.2K0.0%ETFVery LowBedford, MA2026-10-21
Ballast Financial Advisors LLC
6,972$346.8K0.3%ETFVery LowWest Chester, PA2026-10-26
SAX Wealth Advisors, LLC
6,959$346.1K0.0%ETFVery LowParsippany, NJ2026-10-13
Tranquility Partners, LLC
6,853$340.9K0.1%CoreLowBrentwood, TN2026-10-20
Alpha Omega Wealth Management LLC
6,545$325.6K0.0%ValueLowRichmond, VA2026-10-23
Duncker Streett & Co Inc
6,336$315.2K0.1%GrowthLowSt. Louis, MO2026-10-27
Kestra Advisory Services, LLC
6,300$313.3K0.0%CoreLowAustin, TX2026-11-02
Simplicity Wealth,LLC
6,243$310.5K0.0%ETFLowSummit, NJ2026-10-23
Facet Wealth, Inc.
6,124$304.6K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
HUB Investment Partners, LLC
6,123$304.6K0.0%GrowthLowAustin, TX2026-11-03
Birchwood Financial Partners, Inc.
5,882$292.6K0.2%ETFVery LowBloomington, MN2026-11-02
Kathmere Capital Management, LLC
5,852$291.1K0.0%ETFLowWayne, PA2026-10-20
Asset Dedication, LLC
5,708$283.9K0.0%ETFLowSan Francisco, CA2026-11-03
Uptown Financial Advisors LLC
5,690$283.0K0.2%ETFVery LowDallas, TX2026-10-15
Brandywine OAK Private Wealth LLC
5,623$279.7K0.0%ETFVery LowKennett Square, PA2026-10-23
Black Diamond Financial, LLC
5,579$277.5K0.0%ETFVery LowTowson, MD2026-10-26
PFG Advisors
5,578$277.5K0.0%ETFMediumPhoenix, AZ2026-10-16
Single Point Partners, LLC
5,525$274.8K0.0%ETFVery LowBoston, MA2026-10-19
Quadrant Capital Group LLC
5,511$271.7K0.0%CoreLowCincinnati, OH2026-10-20
Koshinski Asset Management, Inc.
5,361$266.7K0.0%ETFLowDecatur, IL2026-10-29
Aurelius Family Office LLC
5,224$259.8K0.1%ETFVery LowBedford, NH2026-10-23
North Forty Two & Co.
5,067$252.0K0.2%ETFVery LowLake Oswego, OR2026-10-19
Avidian Wealth Enterprises, LLC
5,045$251.0K0.0%ETFLowHouston, TX2026-10-08
Sensible Money, LLC
5,035$250.4K0.1%ETFVery LowScottsdale, AZ2026-10-20
Creative Financial Designs Inc
5,018$249.6K0.0%ETFMediumKokomo, IN2026-11-04
Brickley Wealth Management
5,015$249.4K0.0%ETFVery LowSan Mateo, CA2026-11-04
MBL Wealth, LLC
5,000$248.7K0.0%ETFLowCharlotte, NC2026-10-22
Citigroup Inc
4,966$247.0K0.0%CoreMediumNew York, NY2026-11-04
Odyssey Capital Advisors, Inc.
4,940$245.7K0.2%ETFLowBala Cynwyd, PA2026-10-26
Accredited Investors Inc.
4,690$233.3K0.0%ETFLowEdina, MN2026-11-03
CoreCap Advisors, LLC
4,632$230.4K0.0%ETFMediumSouthfield, MI2026-10-08
Manuka Financial, LLC
4,597$228.7K0.1%ETFVery LowRichmond, VA2026-10-16
Advus Financial Partners, LLC
4,553$226.5K0.1%ETFLowWinter Park, FL2026-10-20
Landmark Wealth Management, LLC
4,504$224.0K0.1%ETFVery LowMelville, NY2026-11-03
First National Bank of Mount Dora, Trust Investment Services
4,500$223.8K0.0%CoreMediumMount Dora, FL2026-10-21
Parcion Private Wealth LLC
4,471$222.4K0.0%CoreMediumBellevue, WA2026-10-28
Ironsides Asset Advisors, LLC
4,470$222.3K0.1%ETFVery LowRocky Mount, NC2026-10-20
Evanson Financial, LLC
4,433$220.5K0.0%ETFN/AMclean, VA2026-10-23
Clarity Capital Advisors, LLC
4,402$219.0K0.1%ETFVery LowLakewood Ranch, FL2026-10-27
Ballentine Capital Advisors, Inc
4,119$204.9K0.1%ETFVery LowGreenville, SC2026-10-14
Carolina Wealth Advisors, LLC
4,075$202.7K0.1%YieldHighMyrtle Beach, SC2026-10-23
Root Financial Partners, LLC
3,687$183.4K0.0%ETFMediumEncinitas, CA2026-10-21
Exchange Traded Concepts, LLC
3,612$179.7K0.0%GrowthMediumOklahoma City, OK2026-10-28
Pinnacle Wealth Planning Services, Inc.
3,155$156.9K0.0%GARPLowMansfield, OH2026-10-27
Compass Financial Management LLC
3,031$150.8K0.0%CoreN/ATampa, FL2026-10-30
Blue Trust, Inc.
2,797$139.1K0.0%ETFLowBrentwood, TN2026-10-15
Raleigh Capital Management Inc.
2,745$136.6K0.0%CoreMediumCary, NC2026-10-28
Larson Financial Group LLC
2,532$126.0K0.0%GrowthLowSt Louis, MO2026-11-05
Daytona Street Capital LLC
2,198$109.2K0.1%Deep ValueMediumSaint Louis, MO2026-10-15
Access Investment Management LLC
2,000$99.5K0.0%Deep ValueLowAtlanta, GA2026-10-23
Capital Advisors, Ltd. LLC
1,969$980.0%ETFLowShaker Heights, OH2026-10-27
Plante Moran Financial Advisors, LLC
1,829$91.0K0.0%ETFVery LowSouthfield, MI2026-11-04
Cranbrook Wealth Management, LLC
1,766$87.8K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
Newton One Investments LLC
1,632$81.2K0.0%ETFVery LowNewark, DE2026-10-14
Versant Capital Management, Inc
1,447$72.0K0.0%GARPLowPhoenix, AZ2026-10-02
JFS Wealth Advisors, LLC
1,399$69.6K0.0%ETFVery LowHermitage, PA2026-11-03
Chapman Financial Group, LLC
1,391$69.2K0.0%CoreVery LowHonolulu, HI2026-10-26
Parallel Advisors, LLC
1,354$67.4K0.0%IndexLowSan Francisco, CA2026-11-03
SJS Investment Consulting Inc.
1,088$54.1K0.0%ETFVery LowSylvania, OH2026-10-26
Brown, Lisle Ings, Inc.
1,075$53.5K0.0%CoreVery LowProvidence, RI2026-10-16
Abound Wealth Management
1,028$51.2K0.0%ETFVery LowFranklin, TN2026-10-26
First Community Trust NA
1,000$49.7K0.0%GrowthLowDubuque, IA2026-10-07
Maryland Capital Advisors Inc.
970$48.2K0.0%ETFVery LowChester, MD2026-10-15
CX Institutional
958$480.0%CoreMediumAuburn, IN2026-10-02
Pinnacle Bancorp, Inc.
911$45.3K0.0%CoreVery LowBeatrice, NE2026-10-21
Fairway Wealth LLC
879$43.7K0.0%ETFLowIndependence, OH2026-10-30
Cassaday & Co Wealth Management LLC
746$37.1K0.0%ETFVery LowMclean, VA2026-10-27
James T. Borello RIA
723$36.0K0.0%ETFVery LowEast Dundee, IL2026-10-16
IMG Wealth Management, Inc.
706$35.1K0.0%ETFMediumJacksonville, FL2026-10-27
Independence Bank of Kentucky
684$34.0K0.0%GrowthLowOwensboro, KY2026-10-26
Ashton Thomas Private Wealth, LLC
678$33.7K0.0%CoreMediumScottsdale, AZ2026-11-03
Activest Wealth Management
611$30.4K0.0%ETFLowAventura, FL2026-10-15
Assetmark, Inc
541$26.9K0.0%ETFLowConcord, CA2026-10-21
Cape Investment Advisory, Inc.
537$26.7K0.0%ETFLowMcdonough, GA2026-10-13
Burk Holdings LLC
494$24.6K0.0%ETFVery LowTulsa, OK2026-11-05
TFC Financial Management, Inc.
478$23.8K0.0%ETFVery LowBoston, MA2026-10-26
Hoey Investments, Inc
450$22.4K0.0%Agg GrowthLowCoatesville, PA2026-10-29
Dhjj Financial Advisors, Ltd.
440$21.9K0.0%ETFVery LowNaperville, IL2026-10-23
Angeles Wealth Management, LLC
420$20.9K0.0%ETFLowSanta Monica, CA2026-10-26
Rossby Financial, LCC
392$19.5K0.0%ETFMediumMelbourne, FL2026-11-05
4Thought Financial Group Inc.
385$19.1K0.0%ETFLowSyosset, NY2026-11-02
Elevated Capital Advisors, LLC
372$18.5K0.0%ETFMediumSandy, UT2026-11-04
PFS Partners, LLC
346$17.2K0.0%ETFVery LowMine Hill, NJ2026-10-21
Grey Ledge Advisors, LLC
279$13.9K0.0%CoreLowGuilford, CT2026-11-02
Cherry Tree Wealth Management, LLC
265$13.2K0.0%ETFVery LowMinnetonka, MN2026-10-15
Security National Bank
259$12.9K0.0%GrowthLowOmaha, NE2026-10-26
McCarley & Cook Financial Planners
247$12.3K0.0%ETFLowCincinnati, OH2026-10-21
Financial Consulate, Inc
245$12.2K0.0%ETFLowHunt Valley, MD2026-10-23
Wagner Wealth Management, LLC
241$12.0K0.0%ETFLowGreenville, SC2026-10-21
Hamilton Point Investment Advisors, LLC
214$10.6K0.0%CoreLowChapel Hill, NC2026-11-03
Wilkerson Advisory Group LLC
210$10.4K0.0%ETFMediumColumbia, MO2026-10-20
Key Capital Management, Inc
203$10.1K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Nova Financial LLC
198$9.8K0.0%N/AN/ATucson, AZ2026-11-04
Key FInancial Inc
198$9.8K0.0%ETFLowWest Chester, PA2026-11-02
Silver Grove Financial Group, Inc.
172$8.6K0.0%CoreMediumOrchard Park, NY2026-11-05
Pittenger & Anderson Inc
150$7.5K0.0%CoreLowLincoln, NE2026-11-02
Lanark Financial, Inc.
143$7.1K0.0%CoreMediumBirmingham, AL2026-10-26
Harbor Asset Planning, Inc.
138$6.9K0.0%ETFVery LowBelmont, MA2026-10-23
Latitude Advisors, LLC
126$6.3K0.0%ETFLowYorkville, IL2026-10-27
Montgomery Financial Services LLC
125$6.2K0.0%ETFN/AOcean City, MD2026-11-03
Tompkins Financial Corp
108$5.4K0.0%CoreLowIthaca, NY2026-10-05
Triumph Capital Management
107$5.3K0.0%ETFMediumDenver, CO2026-10-14
Signature Resources Capital Management, LLC
89$4.4K0.0%ETFLowNewport Beach, CA2026-10-16
Kozak & Associates, Inc.
87$4.2K0.0%ETFLowHighlands Ranch, CO2026-10-29
Archer Investment Corp
83$4.1K0.0%CoreMediumCarmel, IN2026-11-05
Next Level Wealth Planning, LLC
82$4.1K0.0%ETFVery LowMeridian, ID2026-10-29
Golden State Wealth Management, LLC
80$4.0K0.0%ETFMediumSanta Ana, CA2026-11-02
Signaturefd, LLC
80$4.0K0.0%IndexLowAtlanta, GA2026-10-23
Rydar Equities, Inc.
71$3.5K0.0%CoreVery LowWeatherford, TX2026-10-13
Trust Co of Vermont
64$3.2K0.0%CoreVery LowBrattleboro, VT2026-10-21
Quest 10 Wealth Builders, Inc.
52$2.6K0.0%ETFLowFuquay-Varina, VA2026-11-02
Pillar Financial Advisors, LLC
50$2.5K0.0%ETFVery LowLouisville, KY2026-10-21
Main Street Group, LTD
37$1.8K0.0%ETFMediumGlen Allen, VA2026-10-28
Downshift Financial, LLC
37$1.8K0.0%ETFLowBoulder, CO2026-10-13
Financial Management Professionals, Inc.
29$1.4K0.0%ETFMediumAustin, TX2026-10-23
DiNuzzo Private Wealth, Inc.
29$1.4K0.0%ETFLowBeaver, PA2026-10-16
Salomon & Ludwin, LLC
27$1.3K0.0%ETFVery LowRichmond, VA2026-10-29
Bfsg, LLC
26$1.3K0.0%CoreLowIrvine, CA2026-10-30
3 Factor Indexing, LLC
25$1.2K0.0%ETFLowSacramento, CA2026-10-15
Owl Creek Wealth Partners LLC
22$1.1K0.0%IndexLowGreenwood Village, CO2026-10-20
Gen-Wealth Partners Inc
22$1.1K0.0%CoreLowZeeland, MI2026-11-04
Cordgrass Capital Advisors, LLC
20$9950.0%CoreLowRaleigh, NC2026-10-30
Noble Wealth Management PBC
18$8950.0%YieldMediumGreenwood Village, CO2026-10-01
Chilton Capital Management LLC
15$7470.0%GrowthMediumHouston, TX2026-10-28
Ascentis Independent Advisors
15$7460.0%ETFLowDallas, TX2026-11-03
Networth Advisors, LLC
14$6960.0%ETFMediumCanonsburg, PA2026-11-03
Mosley Wealth Management
13$6330.0%ETFHighAnaheim, CA2026-10-16
First Pacific Financial
11$5480.0%ETFLowVancouver, WA2026-10-14
Capital Investment Advisory Services, LLC
2$990.0%CoreMediumRaleigh, NC2026-10-30
Horizon Financial Services, LLC
0$00.0%ETFLowWinston Salem, NC2026-11-04