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SS Real Estate Select Sector (XLRE)

CUSIP: 81369Y860 | NYSE | 2196 institutional holders

Quarters

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

Creative Planning55,542,434
1.3% of portfolio›$2.3B
LPL Financial LLC4,432,502
0.0% of portfolio›$181.3M
Cassaday & Co Wealth Management LLC3,607,500
2.6% of portfolio›$147.6M
Vanderbilt University2,046,637
10.2% of portfolio›$83.7M
Capital Investment Advisors, LLC1,869,686
1.0% of portfolio›$76.5M
Moss Adams Wealth Advisors LLC1,569,856
4.2% of portfolio›$64.2M
Parcion Private Wealth LLC1,077,989
2.4% of portfolio›$44.1M
Phoenix Financial Ltd.1,063,204
0.3% of portfolio›$43.5M
Thrivent Financial for Lutherans731,869
0.0% of portfolio›$29.9K
Warwick Investment Management, Inc.671,910
3.2% of portfolio›$27.5M
Gerber Kawasaki Wealth & Investment Management593,840
0.6% of portfolio›$24.3M
Auto-Owners Insurance Co584,048
0.7% of portfolio›$23.9M
Savant Capital, LLC538,282
0.1% of portfolio›$22.0M
Dean, Jacobson Financial Services, LLC534,589
12.1% of portfolio›$21.9M
Meitav Investment House LTD448,499
0.1% of portfolio›$18.3M
Wealth Enhancement Advisory Services, LLC430,217
0.0% of portfolio›$17.6M
Capital Wealth Management, LLC407,901
3.8% of portfolio›$16.7M
Prentice Wealth Management LLC398,811
3.3% of portfolio›$16.3M
Tanglewood Wealth Management, Inc.390,142
1.3% of portfolio›$16.0M
Hudock, Inc.340,165
1.8% of portfolio›$13.9M
Country Trust Bank339,250
0.2% of portfolio›$13.9M
Allworth Financial LP336,550
0.1% of portfolio›$14.8M
Trust Asset Management LLC293,871
0.7% of portfolio›$12.0M
AGF Management LTD270,346
0.0% of portfolio›$11.1M
Summit Securities Group LLC252,965
1.0% of portfolio›$10.3M
Foguth Wealth Management, Llc.251,643
1.1% of portfolio›$10.6M
Citigroup Inc251,395
0.0% of portfolio›$10.3M
Capital Advisors Wealth Management, LLC201,341
0.9% of portfolio›$8.2M
Solano Wealth Investment Advisors LLC197,758
3.7% of portfolio›$8.1M
GenTrust, LLC191,439
0.3% of portfolio›$7.8M
Keybank National Association184,819
0.0% of portfolio›$7.6M
StrongBox Wealth, LLC174,753
1.9% of portfolio›$7.1M
Commonwealth Equity Services, LLC174,504
0.0% of portfolio›$7.1M
Aspect Partners, LLC172,551
2.7% of portfolio›$7.1M
LCW Services, LLC172,051
2.9% of portfolio›$7.0M
Jacobi Capital Management LLC166,172
0.3% of portfolio›$6.8M
PNC Financial Services Group, Inc.164,039
0.0% of portfolio›$6.7M
Cambridge Investment Research Advisors, Inc.161,208
0.0% of portfolio›$6.6K
Ball & Co Wealth Management Inc.157,577
4.4% of portfolio›$6.4M
Econ Financial Services Corp157,372
2.7% of portfolio›$6.4M
First Interstate Bank152,896
0.3% of portfolio›$6.3M
Brookstone Capital Management149,871
0.1% of portfolio›$6.1M
Armstrong Advisory Group, Inc148,702
0.4% of portfolio›$6.1M
Algorithmic Investment Models, LLC145,464
7.1% of portfolio›$6.0M
KCM Investment Advisors LLC144,158
0.2% of portfolio›$5.9M
Citizens Financial Group Inc138,331
0.1% of portfolio›$5.7M
Arkansas Financial Group, Inc.136,537
0.7% of portfolio›$5.6M
American National Bank of Texas127,944
4.8% of portfolio›$5.2M
Evergreen Capital Management LLC123,492
0.1% of portfolio›$5.1M
Choreo, LLC123,243
0.1% of portfolio›$5.0M
First Merchants Corp110,080
0.1% of portfolio›$4.5M
Certified Advisory Corp107,589
0.4% of portfolio›$4.4M
Legacy Private Trust Co.106,422
0.2% of portfolio›$4.4M
JFS Wealth Advisors, LLC103,995
0.2% of portfolio›$4.3M
Concurrent Investment Advisors, LLC101,630
0.0% of portfolio›$4.2M
Ayalon Insurance Comp Ltd.98,780
0.0% of portfolio›$4.0K
MCF Advisors LLC96,258
0.1% of portfolio›$3.9M
Flagship Harbor Advisors, LLC94,682
0.1% of portfolio›$3.9M
Park Avenue Securities LLC90,069
0.0% of portfolio›$3.7K
Nelson Capital Management, LLC89,798
0.4% of portfolio›$3.7M
Altura Wealth Advisors Inc.89,092
1.1% of portfolio›$3.6M
Baker Avenue Asset Management, LP88,365
0.1% of portfolio›$3.6M
Creative Financial Designs Inc88,026
0.2% of portfolio›$3.6M
Simon Quick Advisors, LLC84,736
0.1% of portfolio›$3.5M
Horizon Financial Services, LLC81,275
1.3% of portfolio›$3.3M
Chesley Taft & Associates LLC79,581
0.1% of portfolio›$3.3M
Fortis Group Advisors, LLC79,349
0.5% of portfolio›$3.4M
J. Team Financial, Inc.78,224
2.8% of portfolio›$3.2M
Farmers & Merchants Trust Co of Chambersburg PA75,879
0.0% of portfolio›$3.1K
Forbes J M & Co LLP74,904
0.2% of portfolio›$3.1M
BAR Harbor Wealth Management72,463
0.2% of portfolio›$3.0M
Fifth Third Bancorp71,592
0.0% of portfolio›$2.9M
Compass Wealth Management, LLC69,312
1.1% of portfolio›$2.8M
Cap Partners, LLC67,020
1.3% of portfolio›$2.7M
Chemung Canal Trust Co67,005
0.5% of portfolio›$2.7M
Oppenheimer & Co Inc65,995
0.0% of portfolio›$2.7M
Aafmaa Wealth Management & Trust LLC62,113
0.9% of portfolio›$2.6M
NBT Bank, N.A.60,941
0.2% of portfolio›$2.5M
Prospera Financial Services Inc59,780
0.0% of portfolio›$2.6M
Founders Financial Securities LLC59,114
0.1% of portfolio›$2.4M
American National Bank & Trust58,540
0.2% of portfolio›$2.4M
Cordatus Wealth Management LLC58,079
0.5% of portfolio›$2.4M
Bellwether Advisors, LLC57,848
0.3% of portfolio›$2.4M
Ashton Thomas Private Wealth, LLC57,571
0.0% of portfolio›$2.4M
Spire Wealth Management57,114
0.1% of portfolio›$2.3M
Kestra Advisory Services, LLC56,373
0.0% of portfolio›$2.3M
Oath Planning, LLC54,101
1.4% of portfolio›$2.2M
Truist Financial Corp52,702
0.0% of portfolio›$2.2M
Fragasso Financial Advisors Inc50,776
0.1% of portfolio›$2.1M
Manske Wealth Management50,694
0.5% of portfolio›$2.1M
WBH Advisory Inc50,484
0.1% of portfolio›$2.1M
Horizons Wealth Management49,917
1.3% of portfolio›$2.0M
D.A. Davidson & Co.48,724
0.0% of portfolio›$2.0M
Wealth Alliance Advisory Group, LLC48,676
0.3% of portfolio›$2.0M
Trek Financial, LLC46,782
0.1% of portfolio›$1.9M
J.W. Cole Advisors, Inc.46,628
0.0% of portfolio›$1.9M
Waller Financial Planning Group, Inc45,493
0.4% of portfolio›$1.9M
Thayer Partners, LLC / MA44,704
0.7% of portfolio›$1.8M
Redwood Financial Network Corp44,240
1.0% of portfolio›$1.8M
Atria Investments, Inc43,117
0.0% of portfolio›$1.8M
Winthrop Capital Management, LLC41,839
0.4% of portfolio›$1.7M
IFG Advisory, LLC41,603
0.1% of portfolio›$1.7M
Independent Financial Group, LLC41,491
0.0% of portfolio›$1.7M
LexAurum Advisors, LLC41,320
0.2% of portfolio›$1.7M
RFG Advisory, LLC40,961
0.0% of portfolio›$1.7M
US Bancorp \de\40,909
0.0% of portfolio›$1.7M
CX Institutional40,431
0.0% of portfolio›$1.7K
Signal Advisors Wealth, LLC40,318
0.1% of portfolio›$1.6M
Provident Co of the Employees of the Hebrew University LTD40,192
1.4% of portfolio›$1.6M
3Edge Asset Management, LP39,273
0.1% of portfolio›$1.6M
AlphaStar Capital Management, LLC38,892
0.1% of portfolio›$1.6M
Global Trust Wealth Management LLC38,027
1.1% of portfolio›$1.6M
Smith Salley Wealth Management37,360
0.1% of portfolio›$1.5M
Krilogy Financial LLC36,271
0.0% of portfolio›$1.5M
Orange Investment Advisors, Inc.35,728
0.2% of portfolio›$1.5M
Trust Co of Oklahoma33,885
0.4% of portfolio›$1.4M
Bailard, Inc.33,636
0.0% of portfolio›$1.4M
Simplicity Wealth,LLC32,833
0.0% of portfolio›$1.3M
JSF Financial, LLC32,745
0.2% of portfolio›$1.3M
Cornerstone Planning Group LLC32,517
0.2% of portfolio›$1.4M
Scott Capital Advisors, LLC32,037
0.2% of portfolio›$1.3M
Colton Groome Financial Advisors, LLC31,666
0.3% of portfolio›$1.3M
Lynx Capital Group LTD31,300
0.5% of portfolio›$1.3M
Lido Advisors, LLC31,053
0.0% of portfolio›$1.3M
CoreCap Advisors, LLC30,803
0.0% of portfolio›$1.3M
Patriot Investment Management Group, Inc.30,696
0.1% of portfolio›$1.3M
Capital Investment Counsel, LLC29,726
0.2% of portfolio›$1.2M
Sierra Summit Advisors LLC29,561
0.1% of portfolio›$1.2M
Clearview Wealth Management LLC29,439
0.9% of portfolio›$1.2M
Foronjy Financial LLC28,728
0.4% of portfolio›$1.2M
Associated Banc-Corp28,320
0.0% of portfolio›$1.2M
Hudson Oak Wealth Advisory LLC28,215
0.9% of portfolio›$1.2M
Sherry Group, Inc.27,815
1.1% of portfolio›$1.1M
LifeGoal Investments, LLC27,152
0.3% of portfolio›$1.1M
HB Wealth Management, LLC27,040
0.0% of portfolio›$1.1M
Zullo Investment Group, Inc.26,807
0.4% of portfolio›$1.1M
Fairway Wealth LLC26,725
0.2% of portfolio›$1.1M
United Asset Strategies, Inc.26,284
0.1% of portfolio›$1.1M
Advisory Resource Group24,696
0.1% of portfolio›$1.0M
Cooksen Wealth, LLC24,195
0.6% of portfolio›$1.0M
Go Invest LLC23,764
0.2% of portfolio›$972.2K
Silvia Mccoll Wealth Management, LLC23,714
0.6% of portfolio›$970.1K
Lake Street Private Wealth, LLC23,521
0.1% of portfolio›$962.3K
AlphaCore Capital LLC23,149
0.0% of portfolio›$947.0K
Axxcess Wealth Management, LLC22,887
0.0% of portfolio›$936.3K
Barclays PLC22,554
0.0% of portfolio›$922.7K
Beacon Bank & Trust22,316
0.2% of portfolio›$912.9K
Zinnia Wealth Advisory, LLC22,192
0.8% of portfolio›$907.9K
Magnus Financial Group LLC22,092
0.1% of portfolio›$903.8K
Exchange Traded Concepts, LLC22,078
0.0% of portfolio›$903.2K
Old National Bancorp21,947
0.0% of portfolio›$897.9K
Farther Finance Advisors, LLC21,746
0.0% of portfolio›$889.6K
Premier Path Wealth Partners, LLC21,687
0.1% of portfolio›$887.2K
Kestra Private Wealth Services, LLC21,685
0.0% of portfolio›$887.1K
10Elms LLP21,413
0.4% of portfolio›$876.0K
Sowell Financial Services LLC21,316
0.0% of portfolio›$872.1K
Flagstar Securities, Inc21,233
0.3% of portfolio›$868.6K
LightSquare Wealth Management, LLC21,037
0.6% of portfolio›$860.6K
Personal CFO Solutions, LLC20,943
0.1% of portfolio›$856.8K
Asset Management One Co., Ltd.20,612
0.0% of portfolio›$843.2K
Elevation Point Wealth Partners, LLC20,479
0.0% of portfolio›$837.8K
Blueprint Investment Partners LLC20,246
0.1% of portfolio›$828.3K
Capital Investment Advisory Services, LLC20,162
0.1% of portfolio›$824.8K
Nestegg Advisors, Inc.19,428
0.5% of portfolio›$794.8K
Central Trust Co19,208
0.0% of portfolio›$785.8K
1900 Wealth Management LLC19,124
0.0% of portfolio›$782.4K
Blueprint Financial Advisors LLC19,050
0.1% of portfolio›$779.3K
Valmark Advisers, Inc.18,916
0.0% of portfolio›$773.9K
Arlington Capital Management Inc18,823
0.4% of portfolio›$770.0K
Weinberger Asset Management, Inc18,404
0.2% of portfolio›$752.9K
Ferguson Wellman Capital Management, Inc18,271
0.0% of portfolio›$747.5K
Carret Asset Management, LLC18,013
0.1% of portfolio›$736.9K
Bank of New York Mellon Corp17,639
0.0% of portfolio›$721.6K
Cornerstone Wealth Management, LLC17,518
0.0% of portfolio›$716.7K
Sigma Planning Corp17,480
0.0% of portfolio›$715.1K
Orrstown Financial Services Inc17,367
0.1% of portfolio›$710.5K
Integrated Advisors Network LLC17,010
0.0% of portfolio›$695.9K
Creekside Partners16,455
0.2% of portfolio›$673.2K
Peoples Bank16,245
0.6% of portfolio›$664.6K
Harel Insurance Investments & Financial Services Ltd.16,215
0.0% of portfolio›$660
Wall Capital Group, Inc.16,175
0.5% of portfolio›$661.7K
Independence Wealth Advisors, LLC15,813
0.3% of portfolio›$646.9K
Patten & Patten Inc15,799
0.0% of portfolio›$646.3K
Boltwood Capital Management15,680
0.1% of portfolio›$641.5K
Asset Allocation Strategies LLC15,638
0.1% of portfolio›$639.8K
Cornerstone National Bank & Trust Co15,249
0.2% of portfolio›$620.3K
Pines Wealth Management, LLC15,122
0.2% of portfolio›$618.7K
AMG National Trust Bank15,062
0.0% of portfolio›$616.2K
Impact Investors, Inc14,581
1.0% of portfolio›$596.5K
Trust Co14,474
0.1% of portfolio›$592.1K
James Investment Research, Inc.14,360
0.1% of portfolio›$587.5K
Compound Planning, Inc.14,252
0.0% of portfolio›$583.1K
SBI Securities Co., Ltd.14,155
0.0% of portfolio›$579.1K
BCS Wealth Management14,119
0.1% of portfolio›$577.6K
Wespac Advisors, LLC13,719
0.3% of portfolio›$561.2K
Burford Brothers, Inc.13,224
0.2% of portfolio›$541.0K
Fifth Third Securities, Inc.13,217
0.0% of portfolio›$540.7K
Perigon Wealth Management, LLC13,166
0.0% of portfolio›$538.6K
Advisor Resource Council12,998
0.2% of portfolio›$528.6K
StoneX Group Inc.12,900
0.0% of portfolio›$532.5K
Abound Wealth Management12,603
0.1% of portfolio›$515.6K
MontVue Capital Management, Inc.12,434
0.3% of portfolio›$508.7K
Bonfire Financial12,193
0.3% of portfolio›$498.8K
Focus Financial Network, Inc.12,144
0.0% of portfolio›$496.8K
Blue Fin Capital, Inc.12,091
0.1% of portfolio›$494.6K
Cliftonlarsonallen Wealth Advisors, LLC11,872
0.0% of portfolio›$485.7K
Retirement Planning Co of New England, Inc.11,816
0.2% of portfolio›$483.4K
Ascentis Independent Advisors11,625
0.0% of portfolio›$475.6K
Symmetry Partners, LLC11,292
0.0% of portfolio›$462.0K
Independence Bank of Kentucky11,228
0.1% of portfolio›$459.3K
Mystic Asset Management, Inc.11,180
0.1% of portfolio›$457.4K
Intergy Private Wealth, LLC11,131
0.1% of portfolio›$455.4K
United Bank10,899
0.1% of portfolio›$445.9K
Private Trust Co NA10,872
0.0% of portfolio›$444.8K
Colony Family Offices, LLC10,758
0.1% of portfolio›$440.1K
Avior Wealth Management, LLC10,618
0.0% of portfolio›$434.4K
Point Windward Advisors Inc.10,569
0.2% of portfolio›$432.4K
Vise Technologies, Inc.10,553
0.0% of portfolio›$431.7K
Powerhouse Assets LLC10,447
0.3% of portfolio›$427.4K
Meridian Wealth Management, LLC10,213
0.0% of portfolio›$417.8K
CWC Advisors, Llc.10,112
0.2% of portfolio›$413.7K
Apollon Wealth Management, LLC10,006
0.0% of portfolio›$409.4K
RCW Management, LLC9,830
0.4% of portfolio›$402.2K
Kessler Investment Group, LLC9,466
0.2% of portfolio›$387.3K
M.E. Allison & Co., Inc.9,392
0.2% of portfolio›$384.2K
Roberts Wealth Advisors, LLC9,317
0.1% of portfolio›$381.2K
HBW Advisory Services LLC9,245
0.0% of portfolio›$378.2K
DT Investment Partners, LLC9,188
0.0% of portfolio›$375.9K
Essex LLC9,152
0.1% of portfolio›$374.4K
Larson Financial Group LLC9,073
0.0% of portfolio›$371.2K
New England Capital Financial Advisors LLC8,944
0.1% of portfolio›$365.9K
Wedbush Securities Inc8,807
0.0% of portfolio›$360
Diversify Advisory Services, LLC8,799
0.0% of portfolio›$369.5K
Diversify Wealth Management, LLC8,799
0.0% of portfolio›$369.5K
IFP Advisors, Inc8,400
0.0% of portfolio›$343.6K
First National Trust Co8,362
0.0% of portfolio›$342.1K
Bokf, NA8,236
0.0% of portfolio›$336.9K
MGO One Seven LLC8,213
0.0% of portfolio›$336.0K
Newman Dignan & Sheerar, Inc.8,041
0.1% of portfolio›$329.0K
IMZ Advisory Inc7,990
0.1% of portfolio›$326.9K
KWB Wealth7,976
0.0% of portfolio›$326.3K
Wealth Advisory Solutions, LLC7,945
0.1% of portfolio›$325.0K
RVW Wealth, LLC7,846
0.0% of portfolio›$321.0K
Alliance Wealth Advisors, LLC7,842
0.1% of portfolio›$320.8K
W.H. Cornerstone Investments Inc.7,654
0.2% of portfolio›$313.1K
Lanark Financial, Inc.7,647
0.0% of portfolio›$312.8K
Visionary Wealth Advisors7,591
0.0% of portfolio›$310.6K
Able Financial Group, LLC7,577
0.0% of portfolio›$310.0K
Carlson Financial, Inc.7,570
0.2% of portfolio›$309.7K
Cane Capital Partners, LLC7,523
0.1% of portfolio›$307.8K
Americana Partners, LLC7,491
0.0% of portfolio›$306.5K
Analyst IMS Investment Management Services Ltd.7,485
0.0% of portfolio›$306
Kaizen Financial Strategies7,476
0.1% of portfolio›$305.8K
Gateway Investment Advisers LLC7,456
0.0% of portfolio›$305.0K
Ritholtz Wealth Management7,441
0.0% of portfolio›$304.4K
Soltis Investment Advisors LLC7,306
0.0% of portfolio›$298.9K
AdvisorNet Financial, Inc7,259
0.0% of portfolio›$301.2K
Assetmark, Inc7,239
0.0% of portfolio›$296.1K
Petros Family Wealth, LLC7,223
0.2% of portfolio›$295.5K
Innova Wealth Partners7,190
0.1% of portfolio›$294.1K
DeLarme Wealth Management, Inc.7,145
0.2% of portfolio›$292.3K
BCO Wealth Management LLC7,115
0.2% of portfolio›$291.1K
Avestar Capital, LLC7,049
0.0% of portfolio›$288.4K
Ballast Rock Private Wealth LLC7,047
0.1% of portfolio›$288.3K
Split Creek LLC DBA Split Creek Capital LLC6,935
0.3% of portfolio›$283.7K
Plimoth Trust Co LLC6,912
0.1% of portfolio›$282.8K
Marks Group Wealth Management, Inc6,912
0.0% of portfolio›$282.8K
Joseph P. Lucia & Associates, LLC6,829
0.1% of portfolio›$279.4K
BLB&B Advisors, LLC6,788
0.0% of portfolio›$277.7K
Carnegie Investment Counsel6,767
0.0% of portfolio›$276.8K
Money Concepts Capital Corp6,767
0.0% of portfolio›$276.8K
PFG Advisors6,700
0.0% of portfolio›$274.1K
Dynamic Advisor Solutions LLC6,657
0.0% of portfolio›$272.3K
TFB Advisors LLC6,587
0.1% of portfolio›$269.5K
Andrews Advisory Associates, LLC6,522
0.1% of portfolio›$266.8K
University of Texas S AM Investment Management Co6,499
0.0% of portfolio›$265.9K
Apella Capital, LLC6,455
0.0% of portfolio›$261.9K
Crescent Grove Advisors, LLC6,442
0.0% of portfolio›$263.5K
Churchill Financial Advisors, LLC6,410
0.1% of portfolio›$262.2K
Mechanics Bank Trust Department6,370
0.0% of portfolio›$260.6K
Aprio Wealth Management, LLC6,336
0.0% of portfolio›$259.2K
Collaborative Wealth Managment Inc.6,322
0.1% of portfolio›$258.6K
Victory Financial Group, LLC6,317
0.0% of portfolio›$258.4K
NovaPoint Capital, LLC6,221
0.1% of portfolio›$254.5K
Straight Path Wealth Management6,132
0.1% of portfolio›$250.9K
Barrett & Company, Inc.6,050
0.1% of portfolio›$247.5K
Woodmont Investment Counsel LLC5,934
0.0% of portfolio›$242.8K
Caldwell Trust Co5,906
0.0% of portfolio›$241.6K
SLT Holdings LLC5,896
0.1% of portfolio›$241.2K
Vilga Financial Planning LLC5,830
0.1% of portfolio›$238.5K
Pacific Center for Financial Services5,815
0.0% of portfolio›$237.9K
Centennial Wealth Advisory LLC5,808
0.0% of portfolio›$237.6K
B. Riley Wealth Advisors, Inc.5,721
0.0% of portfolio›$234.1K
Sovran Advisors, LLC5,606
0.0% of portfolio›$241.4K
Community Trust & Investment Co5,578
0.0% of portfolio›$228.2K
UMB Bank, n.a.5,559
0.0% of portfolio›$227.4K
Regions Financial Corp5,482
0.0% of portfolio›$224.3K
Verus Capital Partners, LLC5,401
0.0% of portfolio›$221.0K
Midwest Trust Co5,372
0.0% of portfolio›$219.8K
Rooted Wealth Advisors, Inc.5,261
0.1% of portfolio›$231.6K
Verdence Capital Advisors LLC5,259
0.0% of portfolio›$215.1K
Modera Wealth Management, LLC5,255
0.0% of portfolio›$215.0K
First Horizon Corp5,236
0.0% of portfolio›$214.2K
Realta Investment Advisors5,226
0.1% of portfolio›$213.8K
Fisher Asset Management, LLC5,214
0.0% of portfolio›$213.3K
BAM Wealth Management, LLC5,022
0.1% of portfolio›$205.5K
Fairvoy Private Wealth, LLC4,989
0.0% of portfolio›$204.1K
Winter & Associates, Inc.4,964
0.2% of portfolio›$210.4K
Mcdonald Partners LLC4,143
0.0% of portfolio›$169.5K
Valued Wealth Advisors LLC3,582
0.1% of portfolio›$146.5K
Marshall & Sterling Wealth Advisors Inc.3,532
0.1% of portfolio›$144.5K
First United Bank & Trust3,317
0.0% of portfolio›$135.7K
Cranbrook Wealth Management, LLC3,216
0.0% of portfolio›$131.6K
Sherman Asset Management, Inc.3,075
0.1% of portfolio›$125.8K
Ascentis Wealth Management, LLC2,893
0.0% of portfolio›$118.4K
Gamma Investing LLC2,865
0.0% of portfolio›$117.2K
TD Waterhouse Canada Inc.2,597
0.0% of portfolio›$105.6K
Noble Wealth Management PBC2,500
0.0% of portfolio›$102.3K
Flagship Wealth Advisors, LLC2,487
0.0% of portfolio›$101.7K
Compass Financial Management LLC2,198
0.0% of portfolio›$89.9K
Cullen T Bankers, Inc.2,146
0.0% of portfolio›$87.8K
Capital Advisors, Ltd. LLC2,030
0.0% of portfolio›$83
Chilton Capital Management LLC1,998
0.0% of portfolio›$81.7K
Albion Financial Group1,986
0.0% of portfolio›$81.2K
Golden State Wealth Management, LLC1,927
0.0% of portfolio›$78.9K
Peoples Financial Services Corp.1,920
0.0% of portfolio›$78.5K
Indiana Trust & Investment Management Co1,875
0.0% of portfolio›$76.7K
Laurel Wealth Advisors LLC1,771
0.0% of portfolio›$72.5K
Provident Wealth Management, LLC1,750
0.0% of portfolio›$71.6K
Dynamic Wealth Strategies, LLC1,700
0.0% of portfolio›$69.5K
Turtle Creek Wealth Advisors, LLC1,631
0.0% of portfolio›$66.7K
Westside Investment Management, Inc.1,600
0.0% of portfolio›$65.3K
Security National Bank1,587
0.0% of portfolio›$64.9K
Blue Trust, Inc.1,582
0.0% of portfolio›$64.7K
Pinnacle Wealth Planning Services, Inc.1,572
0.0% of portfolio›$64.3K
Bangor Savings Bank1,493
0.0% of portfolio›$61.1K
Tsfg, LLC1,467
0.0% of portfolio›$60
Birchwood Financial Partners, Inc.1,280
0.0% of portfolio›$52.4K
Angeles Wealth Management, LLC1,277
0.0% of portfolio›$52.3K
Elevated Capital Advisors, LLC1,211
0.0% of portfolio›$49.5K
Planning Strategies Inc.1,147
0.0% of portfolio›$46.9K
Viewpoint Capital Management LLC1,125
0.0% of portfolio›$46.0K
Wilmington Savings Fund Society, FSB1,064
0.0% of portfolio›$43.5K
Financial Freedom, LLC1,020
0.0% of portfolio›$41.7K
Pflug Koory, LLC991
0.0% of portfolio›$40.5K
Clark Wealth Partners939
0.0% of portfolio›$38.4K
Bullock Wealth Management Group864
0.0% of portfolio›$35.2K
Avion Wealth844
0.0% of portfolio›$34
Curat Global, LLC820
0.0% of portfolio›$33.5K
Harbor Asset Planning, Inc.801
0.0% of portfolio›$32.8K
Clearstead Advisors, LLC762
0.0% of portfolio›$31.2K
Evermay Wealth Management LLC751
0.0% of portfolio›$30.7K
Triumph Capital Management732
0.0% of portfolio›$29.9K
Byrne Asset Management LLC713
0.0% of portfolio›$29.0K
EverSource Wealth Advisors, LLC673
0.0% of portfolio›$27.5K
Bayban659
0.0% of portfolio›$29.0K
Signaturefd, LLC653
0.0% of portfolio›$26.7K
Root Financial Partners, LLC647
0.0% of portfolio›$26.5K
Mosley Wealth Management627
0.0% of portfolio›$26.3K
Cherry Tree Wealth Management, LLC585
0.0% of portfolio›$23.9K
Owl Creek Wealth Partners LLC535
0.0% of portfolio›$21.9K
Deutsche Bank Ag\533
0.0% of portfolio›$21.8K
Barnes Dennig Private Wealth Management LLC502
0.0% of portfolio›$20.5K
POM Investment Strategies, LLC497
0.0% of portfolio›$20.3K
Russell Investments Group, Ltd.475
0.0% of portfolio›$19.4K
Nvwm, LLC443
0.0% of portfolio›$18.1K
Valley Wealth Managers, Inc.432
0.0% of portfolio›$17.7K
Strengthening Families & Communities, LLC414
0.0% of portfolio›$16.9K
Advanced Asset Management Advisors Inc397
0.0% of portfolio›$16.2K
MTM Investment Management, LLC396
0.0% of portfolio›$16.2K
Hazlett, Burt & Watson, Inc.380
0.0% of portfolio›$15
Nfsg Corp377
0.0% of portfolio›$15.4K
Nova Financial LLC359
0.0% of portfolio›$14.7K
Biltmore Family Office, LLC351
0.0% of portfolio›$14.4K
Catherine Avery Investment Management LLC342
0.0% of portfolio›$14.0K
Latitude Advisors, LLC335
0.0% of portfolio›$13.7K
Bank of New Hampshire300
0.0% of portfolio›$12.3K
Montag A & Associates Inc296
0.0% of portfolio›$12.1K
Vision Financial Markets LLC286
0.0% of portfolio›$11.6K
Provenance Wealth Advisors, LLC281
0.0% of portfolio›$11.5K
Rossmore Private Capital270
0.0% of portfolio›$11.0K
Beacon Investment Advisory Services, Inc.246
0.0% of portfolio›$10.1K
Pacifica Partners Inc.246
0.0% of portfolio›$10.0K
Financial Perspectives, Inc214
0.0% of portfolio›$8.8K
Concord Wealth Partners195
0.0% of portfolio›$8.0K
Eukles Asset Management191
0.0% of portfolio›$7.8K
Allspring Global Investments Holdings, LLC184
0.0% of portfolio›$7.5K
Tradewinds Capital Management, LLC179
0.0% of portfolio›$7.3K
Bare Financial Services, Inc169
0.0% of portfolio›$6.9K
Buck Wealth Strategies, LLC167
0.0% of portfolio›$6.8K
Mather Group, Llc.150
0.0% of portfolio›$6.1K
Nemes Rush Group LLC146
0.0% of portfolio›$6.0K
Gold Investment Management Ltd.145
0.0% of portfolio›$5.9K
Kingdom Financial Group Llc.141
0.0% of portfolio›$5.8K
Versant Capital Management, Inc136
0.0% of portfolio›$5.6K
Birch Financial Group, LLC136
0.0% of portfolio›$5.5K
Brown, Lisle Ings, Inc.132
0.0% of portfolio›$5.4K
Lodestone Wealth Management LLC131
0.0% of portfolio›$5.4K
Rossby Financial, LCC127
0.0% of portfolio›$5.2K
Granite FO LLC125
0.0% of portfolio›$5.1K
Rachor Investment Advisory Services, LLC125
0.0% of portfolio›$5.1K
Activest Wealth Management123
0.0% of portfolio›$5.0K
Axiom Investment Management LLC116
0.0% of portfolio›$4.7K
Woodard & Co Asset Management Group Inc111
0.0% of portfolio›$4.5K
Silver Grove Financial Group, Inc.105
0.0% of portfolio›$4.3K
City Holding Co100
0.0% of portfolio›$4.1K
Salomon & Ludwin, LLC98
0.0% of portfolio›$4.0K
Mascoma Wealth Management LLC96
0.0% of portfolio›$3.9K
Key Capital Management, Inc95
0.0% of portfolio›$3.9K
Cape Investment Advisory, Inc.94
0.0% of portfolio›$3.8K
Hilton Head Capital Partners, LLC82
0.0% of portfolio›$3.4K
Breakwater Investment Management82
0.0% of portfolio›$3.4K
Ashton Thomas Securities, LLC81
0.0% of portfolio›$3.3K
Financial Consulate, Inc75
0.0% of portfolio›$3.1K
Harbor Investment Advisory, LLC67
0.0% of portfolio›$2.7K
Pinnacle Bancorp, Inc.67
0.0% of portfolio›$2.7K
Parallel Advisors, LLC56
0.0% of portfolio›$2.3K
Quest 10 Wealth Builders, Inc.53
0.0% of portfolio›$2.2K
Central Pacific Bank - Trust Division46
0.0% of portfolio›$1.9K
WestEnd Advisors, LLC44
0.0% of portfolio›$1.8K
Moisand Fitzgerald Tamayo, LLC41
0.0% of portfolio›$1.7K
Piscataqua Savings Bank41
0.0% of portfolio›$1.7K
Daytona Street Capital LLC41
0.0% of portfolio›$1.7K
Friedenthal Financial40
0.0% of portfolio›$1.6K
Duncker Streett & Co Inc40
0.0% of portfolio›$1.6K
Manchester Capital Management LLC34
0.0% of portfolio›$1.4K
Tounjian Advisory Partners, LLC32
0.0% of portfolio›$1.3K
Rakuten Securities, Inc.28
0.0% of portfolio›$1.1K
Kelleher Financial Advisors24
0.0% of portfolio›$982
Covestor Ltd21
0.0% of portfolio›$1
Archer Investment Corp21
0.0% of portfolio›$845
Cordgrass Capital Advisors, LLC18
0.0% of portfolio›$736
Register Financial Advisors LLC18
0.0% of portfolio›$736
Weaver Capital Management LLC12
0.0% of portfolio›$491
GK Wealth Management LLC6
0.0% of portfolio›$245
Davis Capital Management6
0.0% of portfolio›$245
Trust Co of Vermont5
0.0% of portfolio›$205
Dhjj Financial Advisors, Ltd.3
0.0% of portfolio›$123
StyleTurnoverLocationFiled
Creative Planning
55,542,434$2.3B1.3%IndexVery LowOverland Park, KS2026-11-02
LPL Financial LLC
4,432,502$181.3M0.0%IndexVery LowFort Mill, SC2026-11-06
Cassaday & Co Wealth Management LLC
3,607,500$147.6M2.6%ETFVery LowMclean, VA2026-10-27
Vanderbilt University
2,046,637$83.7M10.2%ETFMediumNashville, TN2026-11-02
Capital Investment Advisors, LLC
1,869,686$76.5M1.0%CoreLowAtlanta, GA2026-10-22
Moss Adams Wealth Advisors LLC
1,569,856$64.2M4.2%ETFLowSeattle, WA2026-10-28
Parcion Private Wealth LLC
1,077,989$44.1M2.4%CoreMediumBellevue, WA2026-10-28
Phoenix Financial Ltd.
1,063,204$43.5M0.3%GrowthMediumGivatayim, Luxembourg2026-11-09
Thrivent Financial for Lutherans
731,869$29.9K0.0%GARPMediumMinneapolis, MN2026-11-05
Warwick Investment Management, Inc.
671,910$27.5M3.2%ETFLowBryan, TX2026-10-19
Gerber Kawasaki Wealth & Investment Management
593,840$24.3M0.6%ETFLowSanta Monica, CA2026-10-29
Auto-Owners Insurance Co
584,048$23.9M0.7%ETFVery LowLansing, MI2026-10-15
Savant Capital, LLC
538,282$22.0M0.1%IndexVery LowRockford, IL2026-11-06
Dean, Jacobson Financial Services, LLC
534,589$21.9M12.1%ETFLowFort Worth, TX2026-10-29
Meitav Investment House LTD
448,499$18.3M0.1%ETFMediumBene-Beraq, Luxembourg2026-10-28
Wealth Enhancement Advisory Services, LLC
430,217$17.6M0.0%CoreLowPlymouth, MN2026-10-13
Capital Wealth Management, LLC
407,901$16.7M3.8%ETFVery LowW. Warwick, RI2026-10-27
Prentice Wealth Management LLC
398,811$16.3M3.3%ETFLowRochester, NY2026-10-20
Tanglewood Wealth Management, Inc.
390,142$16.0M1.3%ETFMediumHouston, TX2026-10-23
Hudock, Inc.
340,165$13.9M1.8%ETFLowWilliamsport, PA2026-10-14
Country Trust Bank
339,250$13.9M0.2%GrowthLowBloomington, IL2026-10-30
Allworth Financial LP
336,550$14.8M0.1%IndexLowFolsom, CA2026-11-06
Trust Asset Management LLC
293,871$12.0M0.7%ETFVery LowHouston, TX2026-11-03
AGF Management LTD
270,346$11.1M0.0%GrowthHighToronto, Australia2026-11-03
Summit Securities Group LLC
252,965$10.3M1.0%CoreVery HighNew York, NY2026-11-05
Foguth Wealth Management, Llc.
251,643$10.6M1.1%ETFHighBrighton, MI2026-10-19
Citigroup Inc
251,395$10.3M0.0%CoreMediumNew York, NY2026-11-04
Capital Advisors Wealth Management, LLC
201,341$8.2M0.9%ETFLowYakima, WA2026-10-09
Solano Wealth Investment Advisors LLC
197,758$8.1M3.7%ETFVery LowFairfield, CA2026-11-06
GenTrust, LLC
191,439$7.8M0.3%ETFLowMiami, FL2026-11-06
Keybank National Association
184,819$7.6M0.0%CoreLowBrooklyn, OH2026-11-04
StrongBox Wealth, LLC
174,753$7.1M1.9%GrowthLowLee'S Summit, MO2026-11-02
Commonwealth Equity Services, LLC
174,504$7.1M0.0%ETFLowWaltham, MA2026-11-02
Aspect Partners, LLC
172,551$7.1M2.7%ETFMediumFairfax, VA2026-10-20
LCW Services, LLC
172,051$7.0M2.9%ETFLowVirginia Beach, VA2026-10-21
Jacobi Capital Management LLC
166,172$6.8M0.3%CoreLowPittston, PA2026-11-05
PNC Financial Services Group, Inc.
164,039$6.7M0.0%GrowthVery LowPittsburgh, PA2026-11-06
Cambridge Investment Research Advisors, Inc.
161,208$6.6K0.0%ETFLowFairfield, IA2026-11-02
Ball & Co Wealth Management Inc.
157,577$6.4M4.4%ETFMediumFranklin, TN2026-11-05
Econ Financial Services Corp
157,372$6.4M2.7%YieldVery HighHarrisburg, PA2026-10-19
First Interstate Bank
152,896$6.3M0.3%ETFLowBillings, MT2026-10-23
Brookstone Capital Management
149,871$6.1M0.1%ETFMediumWheaton, IL2026-10-22
Armstrong Advisory Group, Inc
148,702$6.1M0.4%ETFHighNeedham, MA2026-10-09
Algorithmic Investment Models, LLC
145,464$6.0M7.1%ETFHighBoston, MA2026-11-04
KCM Investment Advisors LLC
144,158$5.9M0.2%CoreVery LowGreenbrae, CA2026-10-27
Citizens Financial Group Inc
138,331$5.7M0.1%GrowthLowProvidence, RI2026-10-23
Arkansas Financial Group, Inc.
136,537$5.6M0.7%ETFVery LowLittle Rock, AR2026-10-26
American National Bank of Texas
127,944$5.2M4.8%ETFMediumRichardson, TX2026-10-07
Evergreen Capital Management LLC
123,492$5.1M0.1%GARPMediumBellevue, WA2026-10-23
Choreo, LLC
123,243$5.0M0.1%IndexLowRockford, IL2026-10-28
First Merchants Corp
110,080$4.5M0.1%GrowthLowMuncie, IN2026-10-15
Certified Advisory Corp
107,589$4.4M0.4%ETFLowAltamonte Springs, FL2026-10-29
Legacy Private Trust Co.
106,422$4.4M0.2%ETFLowNeenah, WI2026-10-06
JFS Wealth Advisors, LLC
103,995$4.3M0.2%ETFVery LowHermitage, PA2026-11-03
Concurrent Investment Advisors, LLC
101,630$4.2M0.0%GrowthMediumTampa, FL2026-10-16
Ayalon Insurance Comp Ltd.
98,780$4.0K0.0%ETFLowRamat Gan, Luxembourg2026-10-08
MCF Advisors LLC
96,258$3.9M0.1%ETFLowLexington, KY2026-10-28
Flagship Harbor Advisors, LLC
94,682$3.9M0.1%ETFMediumBoston, MA2026-10-26
Park Avenue Securities LLC
90,069$3.7K0.0%ETFMediumNew York, NY2026-10-26
Nelson Capital Management, LLC
89,798$3.7M0.4%Agg GrowthVery LowMenlo Park, CA2026-11-09
Altura Wealth Advisors Inc.
89,092$3.6M1.1%GrowthLowSanta Clara, CA2026-10-22
Baker Avenue Asset Management, LP
88,365$3.6M0.1%GrowthLowSan Francisco, CA2026-11-06
Creative Financial Designs Inc
88,026$3.6M0.2%ETFMediumKokomo, IN2026-11-04
Simon Quick Advisors, LLC
84,736$3.5M0.1%ETFLowMorristown, NJ2026-10-26
Horizon Financial Services, LLC
81,275$3.3M1.3%ETFLowWinston Salem, NC2026-11-04
Chesley Taft & Associates LLC
79,581$3.3M0.1%CoreLowChicago, IL2026-10-13
Fortis Group Advisors, LLC
79,349$3.4M0.5%ETFHighWestwood, NJ2026-11-06
J. Team Financial, Inc.
78,224$3.2M2.8%CoreMediumAbilene, TX2026-11-03
Farmers & Merchants Trust Co of Chambersburg PA
75,879$3.1K0.0%GARPLowChambersburg, PA2026-10-14
Forbes J M & Co LLP
74,904$3.1M0.2%GrowthVery LowBoston, MA2026-10-16
BAR Harbor Wealth Management
72,463$3.0M0.2%CoreLowConcord, NH2026-10-21
Fifth Third Bancorp
71,592$2.9M0.0%IndexVery LowCincinnati, OH2026-11-05
Compass Wealth Management, LLC
69,312$2.8M1.1%ETFMediumAtlanta, GA2026-10-30
Cap Partners, LLC
67,020$2.7M1.3%ETFLowFranklin, TN2026-10-19
Chemung Canal Trust Co
67,005$2.7M0.5%CoreLowElmira, NY2026-11-04
Oppenheimer & Co Inc
65,995$2.7M0.0%CoreLowNew York, NY2026-10-26
Aafmaa Wealth Management & Trust LLC
62,113$2.6M0.9%ETFMediumFayetteville, NC2026-10-14
NBT Bank, N.A.
60,941$2.5M0.2%CoreLowNorwich, NY2026-10-21
Prospera Financial Services Inc
59,780$2.6M0.0%CoreMediumDallas, TX2026-11-04
Founders Financial Securities LLC
59,114$2.4M0.1%ETFMediumTowson, MD2026-10-28
American National Bank & Trust
58,540$2.4M0.2%CoreVery LowWichita Falls, TX2026-10-07
Cordatus Wealth Management LLC
58,079$2.4M0.5%GrowthMediumNewtown, PA2026-10-19
Bellwether Advisors, LLC
57,848$2.4M0.3%ETFHighLincoln, NE2026-11-09
Ashton Thomas Private Wealth, LLC
57,571$2.4M0.0%CoreMediumScottsdale, AZ2026-11-03
Spire Wealth Management
57,114$2.3M0.1%GrowthMediumMclean, VA2026-10-30
Kestra Advisory Services, LLC
56,373$2.3M0.0%CoreLowAustin, TX2026-11-02
Oath Planning, LLC
54,101$2.2M1.4%ETFVery LowTulsa, OK2026-10-20
Truist Financial Corp
52,702$2.2M0.0%CoreLowCharlotte, NC2026-10-30
Fragasso Financial Advisors Inc
50,776$2.1M0.1%ETFLowSewickley, PA2026-10-13
Manske Wealth Management
50,694$2.1M0.5%ValueVery LowHouston, TX2026-10-26
WBH Advisory Inc
50,484$2.1M0.1%ETFLowBaltimore, MD2026-11-05
Horizons Wealth Management
49,917$2.0M1.3%ETFLowAsheville, NC2026-10-05
D.A. Davidson & Co.
48,724$2.0M0.0%CoreLowGreat Falls, MT2026-10-28
Wealth Alliance Advisory Group, LLC
48,676$2.0M0.3%CoreLowWichita, KS2026-10-14
Trek Financial, LLC
46,782$1.9M0.1%ETFHighScottsdale, AZ2026-10-29
J.W. Cole Advisors, Inc.
46,628$1.9M0.0%IndexLowTampa, FL2026-11-05
Waller Financial Planning Group, Inc
45,493$1.9M0.4%ETFMediumColumbus, OH2026-10-07
Thayer Partners, LLC / MA
44,704$1.8M0.7%ETFVery LowWyndmoor, PA2026-11-06
Redwood Financial Network Corp
44,240$1.8M1.0%ETFLowSolon, OH2026-11-03
Atria Investments, Inc
43,117$1.8M0.0%CoreMediumCharlotte, NC2026-10-15
Winthrop Capital Management, LLC
41,839$1.7M0.4%ETFLowCarmel, IN2026-11-05
IFG Advisory, LLC
41,603$1.7M0.1%ETFLowAtlanta, GA2026-11-09
Independent Financial Group, LLC
41,491$1.7M0.0%GrowthLowSan Diego, CA2026-10-13
LexAurum Advisors, LLC
41,320$1.7M0.2%ETFLowOverland Park, KS2026-10-19
RFG Advisory, LLC
40,961$1.7M0.0%ETFMediumBirmingham, AL2026-11-03
US Bancorp \de\
40,909$1.7M0.0%IndexLowMinneapolis, MN2026-11-05
CX Institutional
40,431$1.7K0.0%CoreMediumAuburn, IN2026-10-02
Signal Advisors Wealth, LLC
40,318$1.6M0.1%ETFLowDetroit, MI2026-10-13
Provident Co of the Employees of the Hebrew University LTD
40,192$1.6M1.4%GrowthMediumJerusalem, Luxembourg2026-11-09
3Edge Asset Management, LP
39,273$1.6M0.1%ETFMediumNaples, FL2026-10-30
AlphaStar Capital Management, LLC
38,892$1.6M0.1%ETFMediumCornelius, NC2026-10-16
Global Trust Wealth Management LLC
38,027$1.6M1.1%ETFMediumWest Palm Beach, FL2026-10-14
Smith Salley Wealth Management
37,360$1.5M0.1%GrowthLowGreensboro, NC2026-11-03
Krilogy Financial LLC
36,271$1.5M0.0%GrowthLowSt. Louis, MO2026-10-13
Orange Investment Advisors, Inc.
35,728$1.5M0.2%CoreLowGoshen, NY2026-10-23
Trust Co of Oklahoma
33,885$1.4M0.4%MomentumLowTulsa, OK2026-10-15
Bailard, Inc.
33,636$1.4M0.0%GrowthMediumFoster City, CA2026-10-13
Simplicity Wealth,LLC
32,833$1.3M0.0%ETFLowSummit, NJ2026-10-23
JSF Financial, LLC
32,745$1.3M0.2%ETFMediumLos Angeles, CA2026-10-22
Cornerstone Planning Group LLC
32,517$1.4M0.2%ETFMediumFairfield, NJ2026-10-16
Scott Capital Advisors, LLC
32,037$1.3M0.2%ETFVery LowPortland, OR2026-10-13
Colton Groome Financial Advisors, LLC
31,666$1.3M0.3%ETFLowAsheville, NC2026-10-06
Lynx Capital Group LTD
31,300$1.3M0.5%ValueLowBeachwood, OH2026-11-04
Lido Advisors, LLC
31,053$1.3M0.0%GrowthLowLos Angeles, CA2026-11-04
CoreCap Advisors, LLC
30,803$1.3M0.0%ETFMediumSouthfield, MI2026-10-08
Patriot Investment Management Group, Inc.
30,696$1.3M0.1%ETFVery LowKnoxville, TN2026-10-15
Capital Investment Counsel, LLC
29,726$1.2M0.2%CoreLowDenver, CO2026-10-14
Sierra Summit Advisors LLC
29,561$1.2M0.1%Agg GrowthHighIncline Village, NV2026-10-28
Clearview Wealth Management LLC
29,439$1.2M0.9%ETFLowIrvine, CA2026-10-16
Foronjy Financial LLC
28,728$1.2M0.4%ETFLowLos Osos, CA2026-10-14
Associated Banc-Corp
28,320$1.2M0.0%CoreLowGreen Bay, WI2026-10-30
Hudson Oak Wealth Advisory LLC
28,215$1.2M0.9%ETFVery LowHoboken, NJ2026-10-16
Sherry Group, Inc.
27,815$1.1M1.1%ETFMediumMountain Home, AR2026-10-09
LifeGoal Investments, LLC
27,152$1.1M0.3%ETFLowSaratoga Springs, NY2026-10-09
HB Wealth Management, LLC
27,040$1.1M0.0%IndexVery LowAtlanta, GA2026-10-23
Zullo Investment Group, Inc.
26,807$1.1M0.4%GrowthVery LowScranton, PA2026-10-20
Fairway Wealth LLC
26,725$1.1M0.2%ETFLowIndependence, OH2026-10-30
United Asset Strategies, Inc.
26,284$1.1M0.1%GrowthLowGarden City, NY2026-10-28
Advisory Resource Group
24,696$1.0M0.1%GARPMediumTulsa, OK2026-10-26
Cooksen Wealth, LLC
24,195$1.0M0.6%ETFVery LowThe Woodlands, TX2026-10-13
Go Invest LLC
23,764$972.2K0.2%ETFN/AWest Jordan, UT2026-10-09
Silvia Mccoll Wealth Management, LLC
23,714$970.1K0.6%CoreVery LowSan Diego, CA2026-10-07
Lake Street Private Wealth, LLC
23,521$962.3K0.1%GrowthLowChicago, IL2026-10-22
AlphaCore Capital LLC
23,149$947.0K0.0%ETFLowLa Jolla, CA2026-11-04
Axxcess Wealth Management, LLC
22,887$936.3K0.0%CoreLowCarlsbad, CA2026-10-21
Barclays PLC
22,554$922.7K0.0%CoreMediumLondon, United Kingdom2026-11-06
Beacon Bank & Trust
22,316$912.9K0.2%CoreMediumBoston, MA2026-10-27
Zinnia Wealth Advisory, LLC
22,192$907.9K0.8%GrowthHighOcala, FL2026-11-06
Magnus Financial Group LLC
22,092$903.8K0.1%ETFLowNew York, NY2026-10-21
Exchange Traded Concepts, LLC
22,078$903.2K0.0%GrowthMediumOklahoma City, OK2026-10-28
Old National Bancorp
21,947$897.9K0.0%CoreLowEvansville, IN2026-10-20
Farther Finance Advisors, LLC
21,746$889.6K0.0%IndexLowSan Francisco, CA2026-10-08
Premier Path Wealth Partners, LLC
21,687$887.2K0.1%GrowthMediumMadison, NJ2026-10-16
Kestra Private Wealth Services, LLC
21,685$887.1K0.0%GrowthLowAustin, TX2026-11-06
10Elms LLP
21,413$876.0K0.4%ETFVery LowTulsa, OK2026-11-06
Sowell Financial Services LLC
21,316$872.1K0.0%CoreLowNorth Little Rock, AR2026-10-23
Flagstar Securities, Inc
21,233$868.6K0.3%ETFVery LowNew York, NY2026-10-15
LightSquare Wealth Management, LLC
21,037$860.6K0.6%ETFN/ABingham Farms, MI2026-11-03
Personal CFO Solutions, LLC
20,943$856.8K0.1%CoreMediumChester, NJ2026-11-06
Asset Management One Co., Ltd.
20,612$843.2K0.0%IndexVery LowTokyo, Mexico2026-10-27
Elevation Point Wealth Partners, LLC
20,479$837.8K0.0%CoreHighDenver, CO2026-11-05
Blueprint Investment Partners LLC
20,246$828.3K0.1%ETFMediumGreensboro, NC2026-10-28
Capital Investment Advisory Services, LLC
20,162$824.8K0.1%CoreMediumRaleigh, NC2026-10-30
Nestegg Advisors, Inc.
19,428$794.8K0.5%ETFLowHauppauge, NY2026-10-21
Central Trust Co
19,208$785.8K0.0%CoreLowJefferson City, MO2026-11-05
1900 Wealth Management LLC
19,124$782.4K0.0%ETFLowSan Antonio, TX2026-10-13
Blueprint Financial Advisors LLC
19,050$779.3K0.1%GARPMediumGreensboto, NC2026-10-28
Valmark Advisers, Inc.
18,916$773.9K0.0%ETFVery LowAkron, OH2026-11-06
Arlington Capital Management Inc
18,823$770.0K0.4%GARPHighArlington Heights, IL2026-10-30
Weinberger Asset Management, Inc
18,404$752.9K0.2%ETFVery LowLos Angeles, CA2026-10-28
Ferguson Wellman Capital Management, Inc
18,271$747.5K0.0%CoreLowPortland, OR2026-10-05
Carret Asset Management, LLC
18,013$736.9K0.1%CoreVery LowNew York, NY2026-11-04
Bank of New York Mellon Corp
17,639$721.6K0.0%CoreLowNew York, NY2026-11-05
Cornerstone Wealth Management, LLC
17,518$716.7K0.0%ETFVery LowSt. Peters, MO2026-11-04
Sigma Planning Corp
17,480$715.1K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Orrstown Financial Services Inc
17,367$710.5K0.1%ETFLowHarrisburg, PA2026-10-14
Integrated Advisors Network LLC
17,010$695.9K0.0%GrowthMediumDallas, TX2026-10-20
Creekside Partners
16,455$673.2K0.2%ETFVery LowPetaluma, CA2026-11-04
Peoples Bank
16,245$664.6K0.6%CoreLowPratt, KS2026-10-09
Harel Insurance Investments & Financial Services Ltd.
16,215$6600.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Wall Capital Group, Inc.
16,175$661.7K0.5%ETFHighPhoenix, AZ2026-10-14
Independence Wealth Advisors, LLC
15,813$646.9K0.3%ETFHighIndependence, OH2026-10-29
Patten & Patten Inc
15,799$646.3K0.0%CoreLowChattanooga, TN2026-10-26
Boltwood Capital Management
15,680$641.5K0.1%ETFVery LowWalnut Creek, CA2026-10-02
Asset Allocation Strategies LLC
15,638$639.8K0.1%ETFMediumFarmington, MI2026-10-20
Cornerstone National Bank & Trust Co
15,249$620.3K0.2%ETFMediumPalatine, IL2026-10-20
Pines Wealth Management, LLC
15,122$618.7K0.2%GrowthLowSouthern Pines, NC2026-10-21
AMG National Trust Bank
15,062$616.2K0.0%ETFLowGreenwood Village, CO2026-11-05
Impact Investors, Inc
14,581$596.5K1.0%ETFLowSan Francisco, CA2026-11-02
Trust Co
14,474$592.1K0.1%ETFVery LowManhattan, KS2026-10-09
James Investment Research, Inc.
14,360$587.5K0.1%CoreLowAlpha, OH2026-10-22
Compound Planning, Inc.
14,252$583.1K0.0%CoreLowNew York, NY2026-11-05
SBI Securities Co., Ltd.
14,155$579.1K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
BCS Wealth Management
14,119$577.6K0.1%ETFVery LowJohnson City, TN2026-11-03
Wespac Advisors, LLC
13,719$561.2K0.3%ETFHighOrinda, CA2026-10-26
Burford Brothers, Inc.
13,224$541.0K0.2%CoreLowDallas, TX2026-10-21
Fifth Third Securities, Inc.
13,217$540.7K0.0%ETFLowCincinnati, OH2026-10-21
Perigon Wealth Management, LLC
13,166$538.6K0.0%GrowthLowSan Francisco, CA2026-10-22
Advisor Resource Council
12,998$528.6K0.2%ETFLowDallas, TX2026-11-05
StoneX Group Inc.
12,900$532.5K0.0%ETFMediumNew York, NY2026-11-03
Abound Wealth Management
12,603$515.6K0.1%ETFVery LowFranklin, TN2026-10-26
MontVue Capital Management, Inc.
12,434$508.7K0.3%ETFVery LowLynchburg, VA2026-10-19
Bonfire Financial
12,193$498.8K0.3%ETFVery LowColorado Springs, CO2026-11-06
Focus Financial Network, Inc.
12,144$496.8K0.0%ETFLowMinneapolis, MN2026-10-14
Blue Fin Capital, Inc.
12,091$494.6K0.1%GrowthVery LowWarren, RI2026-10-28
Cliftonlarsonallen Wealth Advisors, LLC
11,872$485.7K0.0%ETFLowMinneapolis, MN2026-10-14
Retirement Planning Co of New England, Inc.
11,816$483.4K0.2%CoreLowWarwick, RI2026-10-15
Ascentis Independent Advisors
11,625$475.6K0.0%ETFLowDallas, TX2026-11-03
Symmetry Partners, LLC
11,292$462.0K0.0%ETFLowGlastonbury, CT2026-10-27
Independence Bank of Kentucky
11,228$459.3K0.1%GrowthLowOwensboro, KY2026-10-26
Mystic Asset Management, Inc.
11,180$457.4K0.1%CoreVery LowWarwick, RI2026-10-15
Intergy Private Wealth, LLC
11,131$455.4K0.1%ETFVery LowColorado Springs, CO2026-10-16
United Bank
10,899$445.9K0.1%CoreLowZebulon, GA2026-11-06
Private Trust Co NA
10,872$444.8K0.0%CoreLowCleveland, OH2026-10-20
Colony Family Offices, LLC
10,758$440.1K0.1%ETFVery LowCharlotte, NC2026-10-22
Avior Wealth Management, LLC
10,618$434.4K0.0%ETFMediumOmaha, NE2026-10-13
Point Windward Advisors Inc.
10,569$432.4K0.2%CoreLowNew York, NY2026-11-06
Vise Technologies, Inc.
10,553$431.7K0.0%IndexLowNew York, NY2026-10-29
Powerhouse Assets LLC
10,447$427.4K0.3%ETFVery LowLincoln, MA2026-10-19
Meridian Wealth Management, LLC
10,213$417.8K0.0%GrowthLowLexington, KY2026-11-05
CWC Advisors, Llc.
10,112$413.7K0.2%GARPLowLake Oswego, OR2026-10-15
Apollon Wealth Management, LLC
10,006$409.4K0.0%GrowthLowMount Pleasant, SC2026-10-23
RCW Management, LLC
9,830$402.2K0.4%ETFVery LowJacksonville, FL2026-10-30
Kessler Investment Group, LLC
9,466$387.3K0.2%GrowthHighColumbus, IN2026-10-08
M.E. Allison & Co., Inc.
9,392$384.2K0.2%CoreLowSan Antonio, TX2026-10-09
Roberts Wealth Advisors, LLC
9,317$381.2K0.1%GrowthLowPalo Alto, CA2026-10-14
HBW Advisory Services LLC
9,245$378.2K0.0%ETFMediumSimi Valley, CA2026-10-15
DT Investment Partners, LLC
9,188$375.9K0.0%ETFVery LowChadds Ford, PA2026-10-27
Essex LLC
9,152$374.4K0.1%ETFLowDeer Park, IL2026-10-14
Larson Financial Group LLC
9,073$371.2K0.0%GrowthLowSt Louis, MO2026-11-05
New England Capital Financial Advisors LLC
8,944$365.9K0.1%ETFLowMeriden, CT2026-11-03
Wedbush Securities Inc
8,807$3600.0%CoreLowPasadena, CA2026-10-22
Diversify Advisory Services, LLC
8,799$369.5K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
8,799$369.5K0.0%GrowthMediumSandy, UT2026-10-20
IFP Advisors, Inc
8,400$343.6K0.0%GrowthLowTampa, FL2026-10-16
First National Trust Co
8,362$342.1K0.0%GrowthLowJohnstown, PA2026-10-28
Bokf, NA
8,236$336.9K0.0%CoreLowTulsa, OK2026-10-27
MGO One Seven LLC
8,213$336.0K0.0%GrowthLowBeachwood, OH2026-10-28
Newman Dignan & Sheerar, Inc.
8,041$329.0K0.1%ETFLowProvidence, RI2026-10-21
IMZ Advisory Inc
7,990$326.9K0.1%ETFVery LowBoca Raton, FL2026-11-03
KWB Wealth
7,976$326.3K0.0%ETFMediumRedlands, CA2026-10-16
Wealth Advisory Solutions, LLC
7,945$325.0K0.1%ETFLowZionsville, IN2026-10-20
RVW Wealth, LLC
7,846$321.0K0.0%ETFVery LowLos Angeles, CA2026-10-06
Alliance Wealth Advisors, LLC
7,842$320.8K0.1%CoreVery LowScranton, PA2026-10-14
W.H. Cornerstone Investments Inc.
7,654$313.1K0.2%CoreLowKingston, MA2026-11-03
Lanark Financial, Inc.
7,647$312.8K0.0%CoreMediumBirmingham, AL2026-10-26
Visionary Wealth Advisors
7,591$310.6K0.0%ETFLowO'Fallon, IL2026-11-04
Able Financial Group, LLC
7,577$310.0K0.0%ETFLowScottsdale, AZ2026-10-14
Carlson Financial, Inc.
7,570$309.7K0.2%GrowthLowCanby, OR2026-11-05
Cane Capital Partners, LLC
7,523$307.8K0.1%GrowthMediumSt Francisville, LA2026-10-23
Americana Partners, LLC
7,491$306.5K0.0%CoreMediumHouston, TX2026-10-28
Analyst IMS Investment Management Services Ltd.
7,485$3060.0%ETFLowTel-Aviv, Luxembourg2026-11-05
Kaizen Financial Strategies
7,476$305.8K0.1%ETFMediumCampbell, CA2026-10-09
Gateway Investment Advisers LLC
7,456$305.0K0.0%GrowthLowCincinnati, OH2026-10-13
Ritholtz Wealth Management
7,441$304.4K0.0%IndexLowNew York, NY2026-11-05
Soltis Investment Advisors LLC
7,306$298.9K0.0%CoreMediumSt. George, UT2026-10-28
AdvisorNet Financial, Inc
7,259$301.2K0.0%ETFLowMinnetonka, MN2026-10-15
Assetmark, Inc
7,239$296.1K0.0%ETFLowConcord, CA2026-10-21
Petros Family Wealth, LLC
7,223$295.5K0.2%GrowthMediumBloomington, MN2026-10-28
Innova Wealth Partners
7,190$294.1K0.1%ETFHighNewtown, PA2026-10-21
DeLarme Wealth Management, Inc.
7,145$292.3K0.2%ETFVery LowPalos Verdes Estates, CA2026-10-30
BCO Wealth Management LLC
7,115$291.1K0.2%ETFLowCarlsbad, NM2026-10-14
Avestar Capital, LLC
7,049$288.4K0.0%GrowthLowNew York, NY2026-10-28
Ballast Rock Private Wealth LLC
7,047$288.3K0.1%ETFMediumCharleston, SC2026-10-26
Split Creek LLC DBA Split Creek Capital LLC
6,935$283.7K0.3%CoreMediumNorth Garden, VA2026-11-02
Plimoth Trust Co LLC
6,912$282.8K0.1%CoreLowSwansea, MA2026-10-26
Marks Group Wealth Management, Inc
6,912$282.8K0.0%CoreMediumMinnetonka, MN2026-11-05
Joseph P. Lucia & Associates, LLC
6,829$279.4K0.1%ETFVery LowYorktown Heights, NY2026-10-30
BLB&B Advisors, LLC
6,788$277.7K0.0%ETFLowMontgomeryville, PA2026-10-27
Carnegie Investment Counsel
6,767$276.8K0.0%CoreLowPepper Pike, OH2026-10-20
Money Concepts Capital Corp
6,767$276.8K0.0%ETFMediumPalm Beach Gardens, FL2026-11-06
PFG Advisors
6,700$274.1K0.0%ETFMediumPhoenix, AZ2026-10-16
Dynamic Advisor Solutions LLC
6,657$272.3K0.0%ETFLowPhoenix, AZ2026-10-13
TFB Advisors LLC
6,587$269.5K0.1%ETFLowOverland Park, KS2026-11-02
Andrews Advisory Associates, LLC
6,522$266.8K0.1%ETFLowHonolulu, HI2026-10-15
University of Texas S AM Investment Management Co
6,499$265.9K0.0%CoreHighAustin, TX2026-11-03
Apella Capital, LLC
6,455$261.9K0.0%ETFVery LowWest Hartford, CT2026-10-08
Crescent Grove Advisors, LLC
6,442$263.5K0.0%ETFLowLake Forest, IL2026-10-21
Churchill Financial Advisors, LLC
6,410$262.2K0.1%CoreLowLouisville, KY2026-10-20
Mechanics Bank Trust Department
6,370$260.6K0.0%CoreLowWalnut Creek, CA2026-10-13
Aprio Wealth Management, LLC
6,336$259.2K0.0%ETFMediumAtlanta, GA2026-10-28
Collaborative Wealth Managment Inc.
6,322$258.6K0.1%ETFMediumLake Mary, FL2026-11-06
Victory Financial Group, LLC
6,317$258.4K0.0%ETFLowAustin, TX2026-10-27
NovaPoint Capital, LLC
6,221$254.5K0.1%CoreLowAtlanta, GA2026-10-22
Straight Path Wealth Management
6,132$250.9K0.1%ETFLowJenison, MI2026-10-23
Barrett & Company, Inc.
6,050$247.5K0.1%ETFLowProvidence, RI2026-10-22
Woodmont Investment Counsel LLC
5,934$242.8K0.0%GARPVery LowNashville, TN2026-10-29
Caldwell Trust Co
5,906$241.6K0.0%GrowthLowVenice, FL2026-10-30
SLT Holdings LLC
5,896$241.2K0.1%GrowthMediumScottsdale, AZ2026-10-15
Vilga Financial Planning LLC
5,830$238.5K0.1%ETFVery LowFair Lawn, NJ2026-10-09
Pacific Center for Financial Services
5,815$237.9K0.0%ETFMediumDanville, CA2026-10-15
Centennial Wealth Advisory LLC
5,808$237.6K0.0%ETFLowTraverse City, MI2026-10-16
B. Riley Wealth Advisors, Inc.
5,721$234.1K0.0%GrowthLowMemphis, TN2026-10-13
Sovran Advisors, LLC
5,606$241.4K0.0%ETFMediumSan Diego, CA2026-11-02
Community Trust & Investment Co
5,578$228.2K0.0%CoreLowLexington, KY2026-10-15
UMB Bank, n.a.
5,559$227.4K0.0%CoreLowKansas City, MO2026-11-06
Regions Financial Corp
5,482$224.3K0.0%CoreLowBirmingham, AL2026-11-05
Verus Capital Partners, LLC
5,401$221.0K0.0%GrowthLowScottsdale, AZ2026-11-03
Midwest Trust Co
5,372$219.8K0.0%CoreLowOverland Park, KS2026-10-22
Rooted Wealth Advisors, Inc.
5,261$231.6K0.1%ETFLowBourbonnais, IL2026-11-03
Verdence Capital Advisors LLC
5,259$215.1K0.0%CoreMediumHunt Valley, MD2026-10-26
Modera Wealth Management, LLC
5,255$215.0K0.0%ETFVery LowWestwood, NJ2026-10-28
First Horizon Corp
5,236$214.2K0.0%CoreLowMemphis, TN2026-10-26
Realta Investment Advisors
5,226$213.8K0.1%GrowthMediumWilmington, DE2026-10-14
Fisher Asset Management, LLC
5,214$213.3K0.0%CoreLowPlano, TX2026-11-06
BAM Wealth Management, LLC
5,022$205.5K0.1%ETFHighLakewood, CO2026-10-15
Fairvoy Private Wealth, LLC
4,989$204.1K0.0%GrowthMediumBirmingham, AL2026-10-19
Winter & Associates, Inc.
4,964$210.4K0.2%ETFMediumSt. Paul, MN2026-10-23
Mcdonald Partners LLC
4,143$169.5K0.0%CoreLowCleveland, OH2026-11-03
Valued Wealth Advisors LLC
3,582$146.5K0.1%IndexVery LowHolladay, UT2026-11-05
Marshall & Sterling Wealth Advisors Inc.
3,532$144.5K0.1%ETFMediumPoughkeepsie, NY2026-10-28
First United Bank & Trust
3,317$135.7K0.0%CoreLowOakland, MD2026-10-22
Cranbrook Wealth Management, LLC
3,216$131.6K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
Sherman Asset Management, Inc.
3,075$125.8K0.1%ETFLowVentura, CA2026-11-05
Ascentis Wealth Management, LLC
2,893$118.4K0.0%Agg GrowthLowDallas, TX2026-11-03
Gamma Investing LLC
2,865$117.2K0.0%IndexVery LowFoster City, CA2026-10-08
TD Waterhouse Canada Inc.
2,597$105.6K0.0%CoreLowToronto, Australia2026-10-16
Noble Wealth Management PBC
2,500$102.3K0.0%YieldMediumGreenwood Village, CO2026-10-01
Flagship Wealth Advisors, LLC
2,487$101.7K0.0%ETFLowWakefield, MA2026-11-03
Compass Financial Management LLC
2,198$89.9K0.0%CoreN/ATampa, FL2026-10-30
Cullen T Bankers, Inc.
2,146$87.8K0.0%GrowthLowSan Antonio, TX2026-10-28
Capital Advisors, Ltd. LLC
2,030$830.0%ETFLowShaker Heights, OH2026-10-27
Chilton Capital Management LLC
1,998$81.7K0.0%GrowthMediumHouston, TX2026-10-28
Albion Financial Group
1,986$81.2K0.0%GrowthLowSalt Lake City, UT2026-10-21
Golden State Wealth Management, LLC
1,927$78.9K0.0%ETFMediumSanta Ana, CA2026-11-02
Peoples Financial Services Corp.
1,920$78.5K0.0%CoreVery LowMoosic, PA2026-10-20
Indiana Trust & Investment Management Co
1,875$76.7K0.0%GrowthLowMishawaka, IN2026-10-22
Laurel Wealth Advisors LLC
1,771$72.5K0.0%CoreVery LowCharlotte, NC2026-10-27
Provident Wealth Management, LLC
1,750$71.6K0.0%ETFVery LowBrentwood, TN2026-10-20
Dynamic Wealth Strategies, LLC
1,700$69.5K0.0%ETFLowGranite Bay, CA2026-10-16
Turtle Creek Wealth Advisors, LLC
1,631$66.7K0.0%GrowthLowDallas, TX2026-10-15
Westside Investment Management, Inc.
1,600$65.3K0.0%GrowthLowSanta Monica, CA2026-11-02
Security National Bank
1,587$64.9K0.0%GrowthLowOmaha, NE2026-10-26
Blue Trust, Inc.
1,582$64.7K0.0%ETFLowBrentwood, TN2026-10-15
Pinnacle Wealth Planning Services, Inc.
1,572$64.3K0.0%GARPLowMansfield, OH2026-10-27
Bangor Savings Bank
1,493$61.1K0.0%ETFLowBangor, ME2026-10-06
Tsfg, LLC
1,467$600.0%ETFLowLake Forest, IL2026-10-23
Birchwood Financial Partners, Inc.
1,280$52.4K0.0%ETFVery LowBloomington, MN2026-11-02
Angeles Wealth Management, LLC
1,277$52.3K0.0%ETFLowSanta Monica, CA2026-10-26
Elevated Capital Advisors, LLC
1,211$49.5K0.0%ETFMediumSandy, UT2026-11-04
Planning Strategies Inc.
1,147$46.9K0.0%ETFN/ALancaster, PA2026-10-02
Viewpoint Capital Management LLC
1,125$46.0K0.0%CoreVery LowSeattle, WA2026-10-27
Wilmington Savings Fund Society, FSB
1,064$43.5K0.0%CoreLowWilmington, DE2026-10-23
Financial Freedom, LLC
1,020$41.7K0.0%ETFLowCincinnati, OH2026-11-06
Pflug Koory, LLC
991$40.5K0.0%CoreVery LowOmaha, NE2026-10-26
Clark Wealth Partners
939$38.4K0.0%ETFVery LowO'Fallon, IL2026-10-19
Bullock Wealth Management Group
864$35.2K0.0%GrowthLowBloomington, IN2026-10-09
Avion Wealth
844$340.0%ETFLowThe Woodlands, TX2026-11-04
Curat Global, LLC
820$33.5K0.0%CoreMediumSpringfield, NH2026-10-26
Harbor Asset Planning, Inc.
801$32.8K0.0%ETFVery LowBelmont, MA2026-10-23
Clearstead Advisors, LLC
762$31.2K0.0%ETFLowCleveland, OH2026-11-06
Evermay Wealth Management LLC
751$30.7K0.0%ETFLowArlington, VA2026-11-05
Triumph Capital Management
732$29.9K0.0%ETFMediumDenver, CO2026-10-14
Byrne Asset Management LLC
713$29.0K0.0%CoreLowKingston, NJ2026-10-06
EverSource Wealth Advisors, LLC
673$27.5K0.0%CoreMediumBirmingham, AL2026-11-04
Bayban
659$29.0K0.0%ValueLowBayport, MN2026-11-05
Signaturefd, LLC
653$26.7K0.0%IndexLowAtlanta, GA2026-10-23
Root Financial Partners, LLC
647$26.5K0.0%ETFMediumEncinitas, CA2026-10-21
Mosley Wealth Management
627$26.3K0.0%ETFHighAnaheim, CA2026-10-16
Cherry Tree Wealth Management, LLC
585$23.9K0.0%ETFVery LowMinnetonka, MN2026-10-15
Owl Creek Wealth Partners LLC
535$21.9K0.0%IndexLowGreenwood Village, CO2026-10-20
Deutsche Bank Ag\
533$21.8K0.0%CoreMediumFrankfurt Am Main, Hong Kong2026-11-06
Barnes Dennig Private Wealth Management LLC
502$20.5K0.0%CoreLowCincinnati, OH2026-10-30
POM Investment Strategies, LLC
497$20.3K0.0%ETFVery HighRaleigh, NC2026-10-20
Russell Investments Group, Ltd.
475$19.4K0.0%CoreLowSeattle, WA2026-11-06
Nvwm, LLC
443$18.1K0.0%GrowthMediumYardley, PA2026-10-14
Valley Wealth Managers, Inc.
432$17.7K0.0%GARPMediumParamus, NJ2026-10-09
Strengthening Families & Communities, LLC
414$16.9K0.0%CoreMediumBoston, MA2026-10-21
Advanced Asset Management Advisors Inc
397$16.2K0.0%CoreVery LowDublin, OH2026-10-20
MTM Investment Management, LLC
396$16.2K0.0%CoreVery LowSpartanburg, SC2026-10-30
Hazlett, Burt & Watson, Inc.
380$150.0%CoreVery LowWheeling, WV2026-11-04
Nfsg Corp
377$15.4K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Nova Financial LLC
359$14.7K0.0%N/AN/ATucson, AZ2026-11-04
Biltmore Family Office, LLC
351$14.4K0.0%GrowthLowCharlotte, NC2026-11-03
Catherine Avery Investment Management LLC
342$14.0K0.0%CoreMediumLongboat Key, FL2026-10-14
Latitude Advisors, LLC
335$13.7K0.0%ETFLowYorkville, IL2026-10-27
Bank of New Hampshire
300$12.3K0.0%CoreLowLaconia, NH2026-10-06
Montag A & Associates Inc
296$12.1K0.0%CoreLowAtlanta, GA2026-10-29
Vision Financial Markets LLC
286$11.6K0.0%CoreLowStamford, CT2026-10-22
Provenance Wealth Advisors, LLC
281$11.5K0.0%ETFLowFort Lauderdale, FL2026-10-30
Rossmore Private Capital
270$11.0K0.0%CoreLowGlastonbury, CT2026-10-27
Beacon Investment Advisory Services, Inc.
246$10.1K0.0%GrowthLowMorristown, NJ2026-10-13
Pacifica Partners Inc.
246$10.0K0.0%CoreLowSurrey, South Africa2026-10-09
Financial Perspectives, Inc
214$8.8K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Concord Wealth Partners
195$8.0K0.0%GrowthLowAbingdon, VA2026-11-02
Eukles Asset Management
191$7.8K0.0%CoreLowCincinnati, OH2026-11-04
Allspring Global Investments Holdings, LLC
184$7.5K0.0%CoreMediumCharlotte, NC2026-11-04
Tradewinds Capital Management, LLC
179$7.3K0.0%ETFVery HighBellingham, WA2026-10-23
Bare Financial Services, Inc
169$6.9K0.0%ETFVery LowGap, PA2026-11-04
Buck Wealth Strategies, LLC
167$6.8K0.0%ValueMediumDenver, CO2026-10-28
Mather Group, Llc.
150$6.1K0.0%ETFMediumChicago, IL2026-10-14
Nemes Rush Group LLC
146$6.0K0.0%CoreVery LowNovi, MI2026-11-04
Gold Investment Management Ltd.
145$5.9K0.0%GARPVery LowEdmonton, Abu Dhabi2026-10-19
Kingdom Financial Group Llc.
141$5.8K0.0%ETFMediumPeoria, AZ2026-11-04
Versant Capital Management, Inc
136$5.6K0.0%GARPLowPhoenix, AZ2026-10-02
Birch Financial Group, LLC
136$5.5K0.0%CoreLowKeene, NH2026-10-27
Brown, Lisle Ings, Inc.
132$5.4K0.0%CoreVery LowProvidence, RI2026-10-16
Lodestone Wealth Management LLC
131$5.4K0.0%CoreLowSpokane, WA2026-10-14
Rossby Financial, LCC
127$5.2K0.0%ETFMediumMelbourne, FL2026-11-05
Granite FO LLC
125$5.1K0.0%GARPVery LowGilford, NH2026-10-14
Rachor Investment Advisory Services, LLC
125$5.1K0.0%ETFVery LowLinden, MI2026-10-29
Activest Wealth Management
123$5.0K0.0%ETFLowAventura, FL2026-10-15
Axiom Investment Management LLC
116$4.7K0.0%CoreN/ANew York, NY2026-11-03
Woodard & Co Asset Management Group Inc
111$4.5K0.0%ETFMediumBermuda Run, NC2026-11-03
Silver Grove Financial Group, Inc.
105$4.3K0.0%CoreMediumOrchard Park, NY2026-11-05
City Holding Co
100$4.1K0.0%CoreLowCharleston, WV2026-10-19
Salomon & Ludwin, LLC
98$4.0K0.0%ETFVery LowRichmond, VA2026-10-29
Mascoma Wealth Management LLC
96$3.9K0.0%ETFVery LowHanover, NH2026-10-23
Key Capital Management, Inc
95$3.9K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Cape Investment Advisory, Inc.
94$3.8K0.0%ETFLowMcdonough, GA2026-10-13
Hilton Head Capital Partners, LLC
82$3.4K0.0%CoreMediumHilton Head Island, SC2026-10-23
Breakwater Investment Management
82$3.4K0.0%ETFLowSeattle, WA2026-10-20
Ashton Thomas Securities, LLC
81$3.3K0.0%ETFMediumRochester, NY2026-10-26
Financial Consulate, Inc
75$3.1K0.0%ETFLowHunt Valley, MD2026-10-23
Harbor Investment Advisory, LLC
67$2.7K0.0%GrowthLowLutherville, MD2026-10-13
Pinnacle Bancorp, Inc.
67$2.7K0.0%CoreVery LowBeatrice, NE2026-10-21
Parallel Advisors, LLC
56$2.3K0.0%IndexLowSan Francisco, CA2026-11-03
Quest 10 Wealth Builders, Inc.
53$2.2K0.0%ETFLowFuquay-Varina, VA2026-11-02
Central Pacific Bank - Trust Division
46$1.9K0.0%CoreMediumHonolulu, HI2026-10-06
WestEnd Advisors, LLC
44$1.8K0.0%ETFMediumCharlotte, NC2026-10-27
Moisand Fitzgerald Tamayo, LLC
41$1.7K0.0%ETFVery LowOrlando, FL2026-10-15
Piscataqua Savings Bank
41$1.7K0.0%CoreVery LowPortsmouth, NH2026-10-21
Daytona Street Capital LLC
41$1.7K0.0%Deep ValueMediumSaint Louis, MO2026-10-15
Friedenthal Financial
40$1.6K0.0%ETFHighMarlton, NJ2026-10-27
Duncker Streett & Co Inc
40$1.6K0.0%GrowthLowSt. Louis, MO2026-10-27
Manchester Capital Management LLC
34$1.4K0.0%CoreLowManchester, VT2026-10-22
Tounjian Advisory Partners, LLC
32$1.3K0.0%GrowthHighFort Myers, FL2026-11-04
Rakuten Securities, Inc.
28$1.1K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Kelleher Financial Advisors
24$9820.0%CoreMediumNew York, NY2026-10-30
Covestor Ltd
21$10.0%ValueHighLondon, United Kingdom2026-10-30
Archer Investment Corp
21$8450.0%CoreMediumCarmel, IN2026-11-05
Cordgrass Capital Advisors, LLC
18$7360.0%CoreLowRaleigh, NC2026-10-30
Register Financial Advisors LLC
18$7360.0%GARPLowAtlanta, GA2026-10-23
Weaver Capital Management LLC
12$4910.0%GrowthMediumSuwanee, GA2026-10-15
GK Wealth Management LLC
6$2450.0%GARPVery HighReno, NV2026-10-09
Davis Capital Management
6$2450.0%CoreLowJacksonville, FL2026-10-08
Trust Co of Vermont
5$2050.0%CoreVery LowBrattleboro, VT2026-10-21
Dhjj Financial Advisors, Ltd.
3$1230.0%ETFVery LowNaperville, IL2026-10-23