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Vanguard ESG US Stock ETF (ESGV)

CUSIP: 921910733 | NYSE | 1175 institutional holders

Quarters

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

Creative Planning1,422,985
0.1% of portfolio›$192.9M
Visa Foundation1,060,735
93.5% of portfolio›$143.8M
Stanich Group LLC558,545
36.5% of portfolio›$75.7M
IMPACTfolio, LLC511,621
25.3% of portfolio›$69.3M
Apella Capital, LLC408,056
0.7% of portfolio›$56.3M
Facet Wealth, Inc.359,227
0.6% of portfolio›$48.7M
Mather Group, Llc.328,747
0.4% of portfolio›$44.6M
Platt Investment Counsel, LLC317,973
29.7% of portfolio›$43.1M
Sellwood Investment Partners LLC293,861
14.3% of portfolio›$39.8M
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje289,370
7.5% of portfolio›$39.2M
Verde Capital Management263,276
6.2% of portfolio›$35.7M
Angeles Investment Advisors, LLC248,852
2.0% of portfolio›$33.7M
Garde Capital, Inc.233,110
1.8% of portfolio›$31.6M
Hanson & Doremus Investment Management226,014
0.0% of portfolio›$30.6K
Leo Wealth, LLC197,466
5.7% of portfolio›$26.8M
Gemmer Asset Management LLC184,882
1.6% of portfolio›$25.1M
Soundwatch Capital LLC177,833
2.7% of portfolio›$24.3M
HUB Investment Partners, LLC171,573
0.4% of portfolio›$23.3M
Commonwealth Equity Services, LLC170,067
0.0% of portfolio›$23.0M
Regatta Capital Group, LLC169,562
2.9% of portfolio›$23.0M
LifeGuide Financial Advisors, LLC164,255
6.3% of portfolio›$22.3M
Human Investing LLC148,309
2.6% of portfolio›$20.1M
Orgel Wealth Management, LLC144,730
0.4% of portfolio›$19.6M
Diversified Portfolios, Inc.118,356
1.1% of portfolio›$16.0M
One Day In July LLC117,931
1.1% of portfolio›$16.0M
Cambridge Investment Research Advisors, Inc.103,362
0.0% of portfolio›$14.0K
Farrell Financial LLC100,265
7.3% of portfolio›$13.6M
Harpswell Capital Advisors, LLC99,500
8.8% of portfolio›$13.5M
AMG National Trust Bank84,753
0.2% of portfolio›$11.5M
Boston Standard Wealth Management, LLC79,634
1.6% of portfolio›$10.8M
Relyea Zuckerberg Hanson LLC75,039
0.8% of portfolio›$10.2M
Pearl Planning LLC73,116
4.1% of portfolio›$9.9M
New Covenant Trust Company, N.A.57,380
5.4% of portfolio›$7.8M
US Bancorp \de\54,334
0.0% of portfolio›$7.4M
Paragon Capital Management Ltd52,844
1.3% of portfolio›$7.2M
White Lighthouse Investment Management Inc.47,150
0.8% of portfolio›$6.4M
Brandywine OAK Private Wealth LLC44,074
0.5% of portfolio›$6.0M
New England Private Wealth Advisors LLC42,161
0.5% of portfolio›$5.7M
Farther Finance Advisors, LLC40,395
0.0% of portfolio›$5.5M
Sageworth Trust Co37,870
0.2% of portfolio›$5.1M
Choreo, LLC36,112
0.1% of portfolio›$4.9M
Ashford Advisors, LLC35,896
1.0% of portfolio›$4.9M
Koshinski Asset Management, Inc.34,857
0.2% of portfolio›$4.7M
Brooklyn FI, LLC34,178
0.7% of portfolio›$4.6M
Stonehearth Capital Management, LLC33,973
1.6% of portfolio›$4.6M
First Horizon Corp33,939
0.2% of portfolio›$4.6M
Lido Advisors, LLC32,182
0.0% of portfolio›$4.4M
McClarren Financial Advisors, Inc.31,901
2.2% of portfolio›$4.3M
Well Done, LLC31,767
0.6% of portfolio›$4.3M
D.A. Davidson & Co.30,168
0.0% of portfolio›$4.1M
Mission Wealth Management, LP29,286
0.1% of portfolio›$4.0M
Mallini Complete Financial Planning LLC29,024
2.8% of portfolio›$3.9M
Bell Bank28,861
0.1% of portfolio›$3.9M
Modera Wealth Management, LLC28,743
0.0% of portfolio›$3.9M
Trademark Financial Management, LLC28,389
1.6% of portfolio›$3.8M
Patriot Investment Management Group, Inc.27,152
0.2% of portfolio›$3.7M
Topel & Distasi Wealth Management, LLC25,899
1.7% of portfolio›$3.5M
Wealth Enhancement Advisory Services, LLC25,691
0.0% of portfolio›$3.5M
Affinity Capital Advisors, LLC25,409
0.4% of portfolio›$3.5M
Wealth Group Ltd24,917
0.6% of portfolio›$3.4M
Fingerlakes Wealth Management, Inc.23,782
1.7% of portfolio›$3.2M
Atmos Advisory, LLC23,083
1.7% of portfolio›$3.1M
Clarity Asset Management, Inc.23,030
1.5% of portfolio›$3.1M
Bank of New York Mellon Corp22,699
0.0% of portfolio›$3.1M
Strategic Point Investment Advisors, LLC22,310
0.4% of portfolio›$3.0M
Armbruster Capital Management, Inc.21,783
0.4% of portfolio›$3.0M
Wedmont Private Capital21,701
0.1% of portfolio›$3.0M
Prospera Capital Management, LLC21,270
0.7% of portfolio›$2.9M
XY Planning Network, Inc.21,167
0.3% of portfolio›$2.9M
Perigon Wealth Management, LLC20,710
0.0% of portfolio›$2.8M
Parallel Advisors, LLC19,497
0.0% of portfolio›$2.6M
Bell Investment Advisors, Inc19,371
0.4% of portfolio›$2.6M
Mesirow Financial Investment Management, Inc.19,201
0.0% of portfolio›$2.6M
Glenview Trust Co19,006
0.0% of portfolio›$2.6M
Truist Financial Corp18,899
0.0% of portfolio›$2.6M
Equitable Trust Co18,154
0.1% of portfolio›$2.5M
West Financial Advisors, LLC17,888
0.4% of portfolio›$2.4M
Penobscot Wealth Management17,720
0.6% of portfolio›$2.4M
Park National Corp17,391
0.1% of portfolio›$2.4M
Arjuna Capital17,220
0.5% of portfolio›$2.3M
Sapient Capital LLC17,094
0.0% of portfolio›$2.3M
Cornerstone Wealth Management, LLC16,790
0.1% of portfolio›$2.3M
Bailard, Inc.16,526
0.0% of portfolio›$2.2M
Laurel Wealth Planning LLC16,378
1.0% of portfolio›$2.2M
Everett Harris & Co16,000
0.0% of portfolio›$2.2M
Wingate Wealth Advisors, Inc.15,498
0.9% of portfolio›$2.1M
Scott Capital Advisors, LLC15,423
0.3% of portfolio›$2.1M
Johnson Bixby & Associates, LLC15,049
0.2% of portfolio›$2.0M
Weil Company, Inc.14,988
0.4% of portfolio›$2.0M
Skyline Advisors, Inc.14,432
0.6% of portfolio›$2.0M
First Affirmative Financial Network14,352
0.4% of portfolio›$1.9M
Wealth Analytics Partners, LLC14,348
0.7% of portfolio›$1.9M
Compound Planning, Inc.14,305
0.0% of portfolio›$1.9M
Burkett Asset Management Ltd14,250
1.8% of portfolio›$1.9M
Leonard Rickey Investment Advisors P.L.L.C.13,986
0.3% of portfolio›$1.9M
Farnam Financial LLC13,973
1.4% of portfolio›$1.9M
Ervin Investment Management, LLC13,738
1.0% of portfolio›$1.9M
TD Private Client Wealth LLC13,593
0.0% of portfolio›$1.8M
Wilmington Savings Fund Society, FSB13,431
0.0% of portfolio›$1.8M
Joel Isaacson & Co., LLC13,233
0.1% of portfolio›$1.8M
Values Added Financial LLC13,135
0.6% of portfolio›$1.8M
Shepherd Financial Partners LLC12,933
0.1% of portfolio›$1.8M
Fifth Third Wealth Advisors LLC12,930
0.0% of portfolio›$1.8M
Concurrent Investment Advisors, LLC12,723
0.0% of portfolio›$1.7M
Marino, Stram & Associates LLC12,563
0.3% of portfolio›$1.7M
Towerpoint Wealth, LLC12,475
0.6% of portfolio›$1.7M
Beacon Financial Planning, Inc12,306
0.6% of portfolio›$1.7M
Northland Capital Management LLC12,287
0.8% of portfolio›$1.7M
Selective Wealth Management, Inc.12,147
0.4% of portfolio›$1.7M
First Heartland Consultants, Inc.11,879
0.1% of portfolio›$1.6M
Arbor Investment Advisors, LLC11,464
0.2% of portfolio›$1.6M
Vise Technologies, Inc.10,940
0.0% of portfolio›$1.5M
Thrivent Financial for Lutherans10,883
0.0% of portfolio›$1.5K
Chemistry Wealth Management LLC10,827
0.2% of portfolio›$1.5M
Xena Financial Planning, LLC10,119
1.3% of portfolio›$1.4M
Midwest Trust Co9,837
0.0% of portfolio›$1.3M
Brickley Wealth Management9,701
0.2% of portfolio›$1.3M
Family CFO Inc9,678
0.5% of portfolio›$1.3M
Kestra Advisory Services, LLC9,582
0.0% of portfolio›$1.3M
Joel Adams & Associates, Inc.9,581
0.8% of portfolio›$1.3M
PFG Advisors9,555
0.1% of portfolio›$1.3M
Fortress Financial Solutions, LLC9,424
1.1% of portfolio›$1.3M
Robertson Stephens Wealth Management, LLC9,278
0.0% of portfolio›$1.3M
IFG Advisors, LLC9,178
0.2% of portfolio›$1.2M
ANB Bank9,169
0.4% of portfolio›$1.2M
Greenspring Advisors, LLC9,130
0.1% of portfolio›$1.2M
Central Pacific Bank - Trust Division9,114
0.1% of portfolio›$1.2M
Larson Financial Group LLC9,085
0.0% of portfolio›$1.2M
M Holdings Securities, Inc.9,070
0.0% of portfolio›$1.2K
Townsend Financial Planning, LLC9,068
1.1% of portfolio›$1.2M
Forvis Mazars Wealth Advisors, LLC8,988
0.0% of portfolio›$1.2M
Citizens Financial Group Inc8,889
0.0% of portfolio›$1.2M
Citigroup Inc8,871
0.0% of portfolio›$1.2M
My Personal CFO, LLC8,696
0.4% of portfolio›$1.2M
Landaas & Co8,549
0.2% of portfolio›$1.2M
Avantax Planning Partners, Inc.8,543
0.0% of portfolio›$1.2M
McCarley & Cook Financial Planners8,458
0.9% of portfolio›$1.1M
Sageworth Trust Co of South Dakota8,277
0.6% of portfolio›$1.1M
Presilium Private Wealth, LLC8,253
0.2% of portfolio›$1.1M
Thompson Davis & Co., Inc.8,124
0.7% of portfolio›$1.1M
Robinson Smith Wealth Advisors LLC8,025
0.7% of portfolio›$1.1M
Truefg, LLC8,017
0.3% of portfolio›$1.1M
Lodestar Private Asset Management LLC7,998
0.1% of portfolio›$1.1M
Schaper Benz & Wise Investment Counsel Inc7,863
0.1% of portfolio›$1.1M
Cherry Tree Wealth Management, LLC7,829
0.2% of portfolio›$1.1M
Acropolis Investment Management, LLC7,827
0.0% of portfolio›$1.1M
Badgley Phelps Wealth Managers, LLC7,794
0.0% of portfolio›$1.1M
Wedbush Securities Inc7,671
0.0% of portfolio›$1.0K
Dynamic Advisor Solutions LLC7,445
0.0% of portfolio›$1.0M
Chesley Taft & Associates LLC7,403
0.0% of portfolio›$1.0M
Cherrydale Wealth Management, LLC7,398
0.3% of portfolio›$1.0M
Csenge Advisory Group7,391
0.0% of portfolio›$1.0M
May Hill Capital, LLC7,312
0.2% of portfolio›$991.0K
Princeton Global Asset Management LLC7,250
0.1% of portfolio›$982.6K
Brighton Jones LLC6,995
0.0% of portfolio›$948.0K
Pecaut & Co.6,980
0.3% of portfolio›$946.0K
Loring Wolcott & Coolidge Fiduciary Advisors LLP6,950
0.0% of portfolio›$941.9K
Milestone Investment Advisors LLC6,880
0.2% of portfolio›$932.4K
CJM Wealth Advisers, Ltd.6,837
0.2% of portfolio›$926.7K
Weinberger Asset Management, Inc6,796
0.3% of portfolio›$921.1K
Birchwood Financial Partners, Inc.6,714
0.7% of portfolio›$909.9K
Abacus Planning Group, Inc.6,712
0.1% of portfolio›$909.6K
Symmetry Partners, LLC6,507
0.0% of portfolio›$881.9K
Focus Financial Network, Inc.6,496
0.0% of portfolio›$880.4K
Winter & Associates, Inc.6,183
0.6% of portfolio›$839.8K
ETF Portfolio Partners, Inc.6,023
0.2% of portfolio›$816.3K
Chicago Partners Investment Group LLC5,980
0.0% of portfolio›$801.8K
Firestone Capital Management5,970
0.2% of portfolio›$809.1K
Northeast Investment Management5,935
0.0% of portfolio›$804.4K
KMG Fiduciary Partners, LLC5,900
0.1% of portfolio›$799.6K
Peirce Capital Management, LLC5,884
0.3% of portfolio›$797.5K
Quantum Financial Planning Services, Inc.5,831
0.2% of portfolio›$790.3K
Jnba Financial Advisors5,820
0.1% of portfolio›$788.8K
TD Waterhouse Canada Inc.5,780
0.0% of portfolio›$785.5K
Winthrop Advisory Group LLC5,655
0.0% of portfolio›$766.4K
Guardsman Private Capital Management, Inc.5,551
0.5% of portfolio›$752.3K
Gordian Advisors LLC5,509
0.4% of portfolio›$746.6K
Compass Ion Advisors, LLC5,488
0.1% of portfolio›$743.8K
Andrews Advisory Associates, LLC5,402
0.3% of portfolio›$732.1K
Sherman Asset Management, Inc.5,381
0.5% of portfolio›$729.3K
Confluence Wealth Services, Inc.5,361
0.0% of portfolio›$726.5K
DeDora Capital, Inc.5,259
0.2% of portfolio›$712.8K
PDS Planning, Inc5,190
0.0% of portfolio›$703.4K
Global Strategic Investment Solutions, LLC5,076
0.1% of portfolio›$688.0K
Black Diamond Financial, LLC5,072
0.1% of portfolio›$687.4K
Appleton Partners Inc5,052
0.0% of portfolio›$685
Ethic Inc.4,980
0.0% of portfolio›$674.9K
Factor Wealth Management LTD4,952
0.1% of portfolio›$671.1K
Rossmore Private Capital4,925
0.1% of portfolio›$667.5K
SFM, LLC d/b/a Sweeney Financial Advisors4,909
0.3% of portfolio›$665.3K
RAM Investment Partners, LLC4,878
0.1% of portfolio›$661.1K
Sulzberger Capital Advisors, Inc.4,836
0.7% of portfolio›$655.4K
J.W. Cole Advisors, Inc.4,719
0.0% of portfolio›$639.6K
Northstar Asset Management Co4,695
0.1% of portfolio›$641.3K
Canopy Partners, LLC4,631
0.2% of portfolio›$627.8K
Halbert Hargrove Global Advisors, LLC4,627
0.0% of portfolio›$627.1K
Kingswood Wealth Advisors, LLC4,558
0.0% of portfolio›$617.8K
Goldenstone Wealth Management LLC4,505
0.4% of portfolio›$610.6K
Sterling Wealth Management, Inc.4,447
0.2% of portfolio›$602.7K
Pinnacle Financial Group, LLC / IL4,443
0.1% of portfolio›$602.1K
Kestra Private Wealth Services, LLC4,401
0.0% of portfolio›$596.4K
Silverlake Wealth Management LLC4,372
0.1% of portfolio›$592.5K
SAX Wealth Advisors, LLC4,261
0.0% of portfolio›$577.5K
Level Financial Advisors4,225
0.1% of portfolio›$572.6K
Capital Investment Advisors, LLC4,196
0.0% of portfolio›$568.7K
Schmidt P J Investment Management Inc4,170
0.1% of portfolio›$565.2K
First Hawaiian Bank4,168
0.1% of portfolio›$564.9K
Physician Wealth Advisors, Inc.4,111
0.1% of portfolio›$557.1K
Aureum Wealth Management, LLC4,100
0.3% of portfolio›$555.7K
LexAurum Advisors, LLC4,071
0.1% of portfolio›$551.8K
Integral Investment Advisors, Inc.4,000
0.1% of portfolio›$542.1K
Fiduciary Financial Group, LLC3,969
0.1% of portfolio›$538.0K
Ashton Thomas Private Wealth, LLC3,967
0.0% of portfolio›$537.6K
Florida Trust Wealth Management Co3,954
0.0% of portfolio›$535.9K
Cardinal Point Capital Management ULC3,923
0.0% of portfolio›$531.7K
Essential Planning, Llc.3,874
0.1% of portfolio›$525.0K
NWF Advisory Services Inc.3,870
0.0% of portfolio›$524.5K
Downshift Financial, LLC3,790
0.2% of portfolio›$513.6K
Armstrong Advisory Group, Inc3,764
0.0% of portfolio›$510.1K
Pinnacle Associates LTD3,750
0.0% of portfolio›$508.2K
Davenport & Co LLC3,743
0.0% of portfolio›$507.3K
Parsons Capital Management Inc3,708
0.0% of portfolio›$502.5K
Bdfs Capital LLC3,700
0.2% of portfolio›$501.5K
Mokosak Advisory Group, LLC3,700
0.1% of portfolio›$501.5K
Pinnacle Bancorp, Inc.3,644
0.1% of portfolio›$493.8K
Old Peak Finance LLC3,606
0.2% of portfolio›$488.8K
Five Pine Wealth Management3,572
0.3% of portfolio›$484.1K
Cutler Investment Counsel LLC3,558
0.0% of portfolio›$482.2K
MSH Capital Advisors LLC3,530
0.1% of portfolio›$478.4K
Mengis Capital Management, Inc.3,496
0.1% of portfolio›$473.8K
Avidian Wealth Enterprises, LLC3,482
0.0% of portfolio›$471.9K
Pinnacle Wealth Management Advisory Group, LLC3,450
0.0% of portfolio›$467.6K
Five Oceans Advisors3,416
0.2% of portfolio›$463.0K
Meridian Financial Partners LLC3,375
0.2% of portfolio›$460.8K
Quantum Financial Advisors, LLC3,323
0.0% of portfolio›$450.4K
Legacy Capital Wealth Partners, LLC3,320
0.1% of portfolio›$450.0K
Cooper S Advisors, LLC3,308
0.2% of portfolio›$448.3K
Cascade Investment Advisors, Inc.3,300
0.2% of portfolio›$447.2K
Carnegie Investment Counsel3,290
0.0% of portfolio›$445.8K
Baldwin Wealth Partners LLC3,220
0.0% of portfolio›$436.4K
Burns J W & Co Inc3,201
0.0% of portfolio›$433.8K
Parcion Private Wealth LLC3,192
0.0% of portfolio›$432.6K
Aprio Wealth Management, LLC3,155
0.0% of portfolio›$427.6K
Principle Wealth Partners LLC3,154
0.0% of portfolio›$427.5K
Moss Adams Wealth Advisors LLC3,106
0.0% of portfolio›$421.0K
Market Street Wealth Management Advisors LLC3,079
0.1% of portfolio›$417.3K
Valeo Financial Advisors, LLC3,068
0.0% of portfolio›$415.8K
Nations Financial Group Inc,3,062
0.0% of portfolio›$415.0K
True North Advisors, LLC3,017
0.0% of portfolio›$408.9K
RTD Financial Advisors, Inc.3,017
0.0% of portfolio›$408.9K
Oppenheimer & Co Inc3,015
0.0% of portfolio›$408.6K
Corepath Wealth Partners LLC3,014
0.3% of portfolio›$416.1K
CGN Advisors LLC2,953
0.0% of portfolio›$400.2K
Legacy Private Trust Co.2,940
0.0% of portfolio›$398.5K
Hurley Capital, LLC2,930
0.2% of portfolio›$397.1K
Brookstone Capital Management2,903
0.0% of portfolio›$393.4K
Cornerstone Wealth Advisors, Inc.2,900
0.1% of portfolio›$393.0K
Ignite Planners, LLC2,813
0.0% of portfolio›$381.2K
Obermeyer Wealth Partners2,800
0.0% of portfolio›$379.5K
CFS Investment Advisory Services, LLC2,783
0.0% of portfolio›$385.3K
Retirement Planning Group, LLC2,763
0.0% of portfolio›$374.5K
Nottingham Advisors, Inc.2,750
0.0% of portfolio›$373.0K
EdgeRock Capital LLC2,740
0.1% of portfolio›$371.4K
AlphaCore Capital LLC2,727
0.0% of portfolio›$369.6K
Capital Management Corp2,722
0.1% of portfolio›$368.9K
Harbor Asset Planning, Inc.2,702
0.3% of portfolio›$366.2K
TCI Wealth Advisors, Inc.2,683
0.0% of portfolio›$363.6K
Plancorp, LLC2,679
0.0% of portfolio›$355.6K
Manchester Financial Inc2,595
0.1% of portfolio›$351.7K
Prime Capital Investment Advisors, LLC2,555
0.0% of portfolio›$346.3K
AAF Wealth Management, LLC2,553
0.1% of portfolio›$346.1K
Avior Wealth Management, LLC2,548
0.0% of portfolio›$345.3K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,533
0.0% of portfolio›$343.2K
Schaeffer Financial LLC2,498
0.3% of portfolio›$338.6K
PW Nova Financial Services LLC2,478
0.1% of portfolio›$335.8K
MBE Wealth Management, LLC2,460
0.1% of portfolio›$333.4K
FC Advisory LLC2,459
0.1% of portfolio›$333.3K
Oppenheimer Asset Management Inc.2,452
0.0% of portfolio›$332.3K
True Link Financial Advisors, LLC2,439
0.0% of portfolio›$330.6K
KW Wealth Management LLC2,425
0.3% of portfolio›$328.7K
Salus Financial Advisors, LLC2,391
0.2% of portfolio›$324.1K
Everhart Financial Group, Inc.2,374
0.0% of portfolio›$321.7K
Bluestem Financial Advisors, LLC2,350
0.1% of portfolio›$318.5K
Lanark Financial, Inc.2,306
0.0% of portfolio›$312.5K
Townsend Asset Management Corp2,283
0.1% of portfolio›$309.4K
Sowell Financial Services LLC2,278
0.0% of portfolio›$308.8K
LongView Wealth Management2,276
0.1% of portfolio›$308.5K
Apollon Wealth Management, LLC2,259
0.0% of portfolio›$306.2K
Abacus Wealth Partners, LLC2,252
0.0% of portfolio›$305.2K
Trust Point Inc.2,229
0.0% of portfolio›$302.1K
Wolfstich Capital, LLC2,219
0.2% of portfolio›$301.1K
Ackerman Capital Advisors, LLC2,178
0.1% of portfolio›$295.2K
Whitegate Investment Counselors, Inc.2,147
0.1% of portfolio›$291.0K
Financial Futures Ltd Liability Co.2,136
0.1% of portfolio›$289.5K
Continuum Wealth Advisors, LLC2,120
0.1% of portfolio›$287.3K
Elwood & Goetz Wealth Advisory Group, LLC2,089
0.0% of portfolio›$283.1K
North Star Investment Management Corp.2,081
0.0% of portfolio›$282.1K
Equity Wealth Partners, LLC2,038
0.1% of portfolio›$276.3K
VestGen Advisors, LLC2,029
0.0% of portfolio›$275.0K
Fiduciary Alliance LLC2,015
0.0% of portfolio›$273.1K
Tritonpoint Wealth, LLC2,009
0.0% of portfolio›$272.3K
Independent Financial Group, LLC2,008
0.0% of portfolio›$272.1K
Level Wealth Management LLC1,987
0.1% of portfolio›$269.3K
Trek Financial, LLC1,970
0.0% of portfolio›$267.0K
Center for Financial Planning, Inc.1,963
0.0% of portfolio›$266.0K
Smith Chas P & Associates PA Cpas1,957
0.0% of portfolio›$263.2K
Diversified Enterprises, LLC1,955
0.0% of portfolio›$265.0K
Norris Perne & French LLP1,937
0.0% of portfolio›$262.5K
Nemes Rush Group LLC1,909
0.0% of portfolio›$258.8K
DT Investment Partners, LLC1,906
0.0% of portfolio›$258.3K
AGF Management LTD1,900
0.0% of portfolio›$257.5K
Y-Intercept (Hong Kong) Ltd1,884
0.0% of portfolio›$255.3K
Kestra Investment Management, LLC1,876
0.0% of portfolio›$254.3K
Jacobsen Capital Management1,857
0.1% of portfolio›$251.7K
Ledgewood Wealth Advisors, LLC1,856
0.1% of portfolio›$251.5K
JSF Financial, LLC1,852
0.0% of portfolio›$251.0K
Vista Investment Partners II, LLC1,812
0.1% of portfolio›$245.6K
Diversify Advisory Services, LLC1,800
0.0% of portfolio›$245.8K
Diversify Wealth Management, LLC1,800
0.0% of portfolio›$245.8K
Pittenger & Anderson Inc1,797
0.0% of portfolio›$243.5K
Northern Capital Management, Inc.1,785
0.1% of portfolio›$241.9K
Amplius Wealth Advisors, LLC1,774
0.0% of portfolio›$240.4K
BAR Harbor Wealth Management1,750
0.0% of portfolio›$237.2K
Keystone Wealth Services, LLC1,744
0.0% of portfolio›$236.6K
Walkner Condon Financial Advisors LLC1,742
0.0% of portfolio›$236.1K
Argyle Capital Partners, LLC1,740
0.1% of portfolio›$235.8K
Momentous Wealth Management, Inc.1,734
0.1% of portfolio›$235.0K
Zenith Solutions, Inc.1,732
0.2% of portfolio›$234.7K
Cassilly Financial Group LLC1,719
0.2% of portfolio›$233.0K
Krilogy Financial LLC1,684
0.0% of portfolio›$231.9K
GGM Financial LLC1,656
0.1% of portfolio›$224.4K
Covestor Ltd1,637
0.0% of portfolio›$222
Hoxton Planning & Management, LLC1,628
0.1% of portfolio›$220.6K
Trust Co of Vermont1,621
0.0% of portfolio›$219.7K
Donalies Financial Planning, LLC1,621
0.2% of portfolio›$219.7K
DDD Partners, LLC1,610
0.0% of portfolio›$218.2K
Connecticut Wealth Management, LLC1,604
0.0% of portfolio›$217.4K
Maple Capital Management, Inc.1,601
0.0% of portfolio›$217.0K
Avaii Wealth Management, LLC1,600
0.1% of portfolio›$218.8K
Flagship Harbor Advisors, LLC1,594
0.0% of portfolio›$216.0K
BostonPremier Wealth LLC1,582
0.1% of portfolio›$214.4K
W Advisors, LLC1,574
0.1% of portfolio›$213.3K
Concord Wealth Partners1,562
0.0% of portfolio›$211.7K
Gamma Investing LLC1,521
0.0% of portfolio›$206.1K
Independent Wealth Network Inc.1,500
0.1% of portfolio›$203.3K
Dhjj Financial Advisors, Ltd.1,325
0.1% of portfolio›$179.6K
JFS Wealth Advisors, LLC1,267
0.0% of portfolio›$171.7K
Eastern Bank1,228
0.0% of portfolio›$166.4K
Investors Research Corp1,215
0.0% of portfolio›$164.7K
Carolina Wealth Advisors, LLC1,205
0.1% of portfolio›$163.3K
Capitol Family Office, Inc.1,133
0.2% of portfolio›$153.6K
Frankly Finances, LLC968
0.1% of portfolio›$131.2K
Richards, Merrill & Peterson, Inc.960
0.0% of portfolio›$130.1K
IFP Advisors, Inc920
0.0% of portfolio›$124.7K
Parkside Financial Bank & Trust886
0.0% of portfolio›$120.1K
Abound Wealth Management860
0.0% of portfolio›$116.6K
First Bancorp, Inc837
0.0% of portfolio›$113.4K
Caldwell Trust Co805
0.0% of portfolio›$109.1K
Golden State Wealth Management, LLC799
0.0% of portfolio›$108.3K
Winthrop Capital Management, LLC794
0.0% of portfolio›$107.6K
Trust Co766
0.0% of portfolio›$103.9K
Balance Wealth Partners LLC722
0.0% of portfolio›$97.9K
Piscataqua Savings Bank711
0.1% of portfolio›$96.4K
American Capital Advisory, LLC710
0.0% of portfolio›$96.2K
Richardson Capital Management LLC690
0.0% of portfolio›$93.6K
Newton One Investments LLC633
0.0% of portfolio›$85.8K
Union Savings Bank586
0.0% of portfolio›$79.4K
Assetmark, Inc570
0.0% of portfolio›$77.3K
Creative Financial Designs Inc566
0.0% of portfolio›$76.7K
Highline Wealth Partners LLC491
0.0% of portfolio›$66.5K
Private Trust Co NA482
0.0% of portfolio›$65.3K
Fairway Wealth LLC480
0.0% of portfolio›$65.1K
Provenance Wealth Advisors, LLC473
0.0% of portfolio›$64.1K
Yankcom Partnership458
0.0% of portfolio›$62.1K
Pacific Center for Financial Services445
0.0% of portfolio›$60.3K
Nova Financial LLC425
0.0% of portfolio›$57.6K
Mascoma Wealth Management LLC417
0.0% of portfolio›$56.5K
Laurel Wealth Advisors LLC405
0.0% of portfolio›$54.9K
Fifth Third Bancorp331
0.0% of portfolio›$44.9K
Gladwyn Financial Advisors, Inc.330
0.0% of portfolio›$44.8K
CX Institutional325
0.0% of portfolio›$44
Quaker Wealth Management, LLC309
0.0% of portfolio›$41.9K
Signaturefd, LLC302
0.0% of portfolio›$40.9K
Jacobi Capital Management LLC287
0.0% of portfolio›$38.9K
Clean Yield Group270
0.0% of portfolio›$36.6K
Cassaday & Co Wealth Management LLC266
0.0% of portfolio›$36.1K
Maseco LLP240
0.0% of portfolio›$32.5K
Toth Financial Advisory Corp228
0.0% of portfolio›$30.9K
Nfsg Corp224
0.0% of portfolio›$30.3K
Financial Network Wealth Advisors LLC217
0.0% of portfolio›$29.4K
Archer Investment Corp201
0.0% of portfolio›$27.3K
Navigoe, LLC200
0.0% of portfolio›$27
Chilton Capital Management LLC190
0.0% of portfolio›$25.8K
Silver Grove Financial Group, Inc.187
0.0% of portfolio›$25.3K
Nvwm, LLC166
0.0% of portfolio›$22.5K
Acima Private Wealth, LLC158
0.0% of portfolio›$21.4K
Birchbrook, Inc.153
0.0% of portfolio›$20.7K
Rossby Financial, LCC151
0.0% of portfolio›$20.4K
Bfsg, LLC148
0.0% of portfolio›$20.1K
Root Financial Partners, LLC141
0.0% of portfolio›$19.2K
EverSource Wealth Advisors, LLC115
0.0% of portfolio›$15.6K
Lodestone Wealth Management LLC93
0.0% of portfolio›$12.6K
Sage Mountain Advisors LLC74
0.0% of portfolio›$10.0K
Blueline Advisors LLC65
0.0% of portfolio›$8.8K
CoreCap Advisors, LLC61
0.0% of portfolio›$8.3K
Albion Financial Group60
0.0% of portfolio›$8.1K
Bare Financial Services, Inc59
0.0% of portfolio›$8.0K
Breakwater Investment Management59
0.0% of portfolio›$8.0K
Flagship Wealth Advisors, LLC49
0.0% of portfolio›$6.6K
Tower View Wealth Management LLC42
0.0% of portfolio›$5.7K
Olistico Wealth, LLC29
0.0% of portfolio›$3.9K
WPG Advisers, LLC20
0.0% of portfolio›$2.7K
Triumph Capital Management3
0.0% of portfolio›$407
RMG Wealth Management LLC1
0.0% of portfolio›$135
StyleTurnoverLocationFiled
Creative Planning
1,422,985$192.9M0.1%IndexVery LowOverland Park, KS2026-11-02
Visa Foundation
1,060,735$143.8M93.5%ETFVery LowSan Francisco, CA2026-10-21
Stanich Group LLC
558,545$75.7M36.5%ETFVery LowMontauk, NY2026-10-16
IMPACTfolio, LLC
511,621$69.3M25.3%ETFVery LowDenver, CO2026-10-28
Apella Capital, LLC
408,056$56.3M0.7%ETFVery LowWest Hartford, CT2026-10-08
Facet Wealth, Inc.
359,227$48.7M0.6%IndexVery LowWest Palm Beach, FL2026-11-04
Mather Group, Llc.
328,747$44.6M0.4%ETFMediumChicago, IL2026-10-14
Platt Investment Counsel, LLC
317,973$43.1M29.7%ETFLowCary, NC2026-10-07
Sellwood Investment Partners LLC
293,861$39.8M14.3%ETFLowPortland, OR2026-11-03
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
289,370$39.2M7.5%ETFN/ASkopje, New Zealand2026-10-15
Verde Capital Management
263,276$35.7M6.2%ETFLowClarkston, MI2026-10-28
Angeles Investment Advisors, LLC
248,852$33.7M2.0%ETFMediumSanta Monica, CA2026-10-22
Garde Capital, Inc.
233,110$31.6M1.8%ETFLowSeattle, WA2026-10-29
Hanson & Doremus Investment Management
226,014$30.6K0.0%CoreVery LowBurlington, VT2026-10-16
Leo Wealth, LLC
197,466$26.8M5.7%CoreLowHurst, TX2026-10-26
Gemmer Asset Management LLC
184,882$25.1M1.6%ETFLowWalnut Creek, CA2026-10-16
Soundwatch Capital LLC
177,833$24.3M2.7%ETFVery LowDallas, TX2026-11-04
HUB Investment Partners, LLC
171,573$23.3M0.4%GrowthLowAustin, TX2026-11-03
Commonwealth Equity Services, LLC
170,067$23.0M0.0%ETFLowWaltham, MA2026-11-02
Regatta Capital Group, LLC
169,562$23.0M2.9%ETFLowEl Segundo, CA2026-10-23
LifeGuide Financial Advisors, LLC
164,255$22.3M6.3%ETFVery LowMechanicsburg, PA2026-10-20
Human Investing LLC
148,309$20.1M2.6%ETFVery LowLake Oswego, OR2026-10-19
Orgel Wealth Management, LLC
144,730$19.6M0.4%ETFMediumAltoona, WI2026-10-14
Diversified Portfolios, Inc.
118,356$16.0M1.1%ETFLowBloomfield Hills, MI2026-11-04
One Day In July LLC
117,931$16.0M1.1%ETFVery LowBurlington, VT2026-10-30
Cambridge Investment Research Advisors, Inc.
103,362$14.0K0.0%ETFLowFairfield, IA2026-11-02
Farrell Financial LLC
100,265$13.6M7.3%ETFVery LowOrchard Park, NY2026-10-16
Harpswell Capital Advisors, LLC
99,500$13.5M8.8%ETFMediumYarmouth, ME2026-10-09
AMG National Trust Bank
84,753$11.5M0.2%ETFLowGreenwood Village, CO2026-11-05
Boston Standard Wealth Management, LLC
79,634$10.8M1.6%ETFLowWinchester, MA2026-10-07
Relyea Zuckerberg Hanson LLC
75,039$10.2M0.8%ETFLowStamford, CT2026-10-20
Pearl Planning LLC
73,116$9.9M4.1%ETFLowDexter, MI2026-10-13
New Covenant Trust Company, N.A.
57,380$7.8M5.4%GrowthVery LowJeffersonville, IN2026-10-08
US Bancorp \de\
54,334$7.4M0.0%IndexLowMinneapolis, MN2026-11-05
Paragon Capital Management Ltd
52,844$7.2M1.3%CoreVery LowDenver, CO2026-10-09
White Lighthouse Investment Management Inc.
47,150$6.4M0.8%ETFVery LowBedford, MA2026-10-21
Brandywine OAK Private Wealth LLC
44,074$6.0M0.5%ETFVery LowKennett Square, PA2026-10-23
New England Private Wealth Advisors LLC
42,161$5.7M0.5%ETFVery LowWellesley, MA2026-10-19
Farther Finance Advisors, LLC
40,395$5.5M0.0%IndexLowSan Francisco, CA2026-10-08
Sageworth Trust Co
37,870$5.1M0.2%ETFLowLancaster, PA2026-10-30
Choreo, LLC
36,112$4.9M0.1%IndexLowRockford, IL2026-10-28
Ashford Advisors, LLC
35,896$4.9M1.0%ETFVery LowPittsford, NY2026-11-02
Koshinski Asset Management, Inc.
34,857$4.7M0.2%ETFLowDecatur, IL2026-10-29
Brooklyn FI, LLC
34,178$4.6M0.7%ETFVery LowNew York, NY2026-11-05
Stonehearth Capital Management, LLC
33,973$4.6M1.6%ETFMediumDanvers, MA2026-10-13
First Horizon Corp
33,939$4.6M0.2%CoreLowMemphis, TN2026-10-26
Lido Advisors, LLC
32,182$4.4M0.0%GrowthLowLos Angeles, CA2026-11-04
McClarren Financial Advisors, Inc.
31,901$4.3M2.2%ETFMediumState College, PA2026-10-15
Well Done, LLC
31,767$4.3M0.6%ETFLowHolland, MI2026-10-20
D.A. Davidson & Co.
30,168$4.1M0.0%CoreLowGreat Falls, MT2026-10-28
Mission Wealth Management, LP
29,286$4.0M0.1%ETFLowSanta Barbara, CA2026-10-15
Mallini Complete Financial Planning LLC
29,024$3.9M2.8%ETFMediumGainesville, FL2026-10-06
Bell Bank
28,861$3.9M0.1%ETFLowFargo, ND2026-10-21
Modera Wealth Management, LLC
28,743$3.9M0.0%ETFVery LowWestwood, NJ2026-10-28
Trademark Financial Management, LLC
28,389$3.8M1.6%ETFMediumBloomington, MN2026-10-23
Patriot Investment Management Group, Inc.
27,152$3.7M0.2%ETFVery LowKnoxville, TN2026-10-15
Topel & Distasi Wealth Management, LLC
25,899$3.5M1.7%ETFVery LowBerkeley, CA2026-11-05
Wealth Enhancement Advisory Services, LLC
25,691$3.5M0.0%CoreLowPlymouth, MN2026-10-13
Affinity Capital Advisors, LLC
25,409$3.5M0.4%ETFLowBerkeley, CA2026-10-13
Wealth Group Ltd
24,917$3.4M0.6%ETFLowEden Prairie, MN2026-10-07
Fingerlakes Wealth Management, Inc.
23,782$3.2M1.7%ETFVery LowIthaca, NY2026-11-04
Atmos Advisory, LLC
23,083$3.1M1.7%ETFVery LowPittsburgh, PA2026-10-06
Clarity Asset Management, Inc.
23,030$3.1M1.5%ETFHighAmes, IA2026-10-14
Bank of New York Mellon Corp
22,699$3.1M0.0%CoreLowNew York, NY2026-11-05
Strategic Point Investment Advisors, LLC
22,310$3.0M0.4%ETFVery LowProvidence, RI2026-10-29
Armbruster Capital Management, Inc.
21,783$3.0M0.4%ETFVery LowPittsford, NY2026-10-19
Wedmont Private Capital
21,701$3.0M0.1%IndexVery LowWest Chester, PA2026-10-09
Prospera Capital Management, LLC
21,270$2.9M0.7%ETFVery LowGilbert, AZ2026-10-19
XY Planning Network, Inc.
21,167$2.9M0.3%ETFLowBozeman, MT2026-10-14
Perigon Wealth Management, LLC
20,710$2.8M0.0%GrowthLowSan Francisco, CA2026-10-22
Parallel Advisors, LLC
19,497$2.6M0.0%IndexLowSan Francisco, CA2026-11-03
Bell Investment Advisors, Inc
19,371$2.6M0.4%ETFVery LowOrinda, CA2026-10-29
Mesirow Financial Investment Management, Inc.
19,201$2.6M0.0%CoreLowChicago, IL2026-11-05
Glenview Trust Co
19,006$2.6M0.0%GrowthVery LowLouisville, KY2026-10-28
Truist Financial Corp
18,899$2.6M0.0%CoreLowCharlotte, NC2026-10-30
Equitable Trust Co
18,154$2.5M0.1%CoreLowNashville, TN2026-10-13
West Financial Advisors, LLC
17,888$2.4M0.4%ETFLowDes Moines, IA2026-10-22
Penobscot Wealth Management
17,720$2.4M0.6%ETFVery LowPortland, ME2026-10-21
Park National Corp
17,391$2.4M0.1%CoreLowNewark, OH2026-10-05
Arjuna Capital
17,220$2.3M0.5%MomentumMediumManchester, MA2026-11-03
Sapient Capital LLC
17,094$2.3M0.0%GrowthMediumIndianapolis, IN2026-10-08
Cornerstone Wealth Management, LLC
16,790$2.3M0.1%ETFVery LowSt. Peters, MO2026-11-04
Bailard, Inc.
16,526$2.2M0.0%GrowthMediumFoster City, CA2026-10-13
Laurel Wealth Planning LLC
16,378$2.2M1.0%ETFLowEdina, MN2026-11-02
Everett Harris & Co
16,000$2.2M0.0%CoreVery LowLos Angeles, CA2026-10-28
Wingate Wealth Advisors, Inc.
15,498$2.1M0.9%ETFVery LowLexington, MA2026-10-26
Scott Capital Advisors, LLC
15,423$2.1M0.3%ETFVery LowPortland, OR2026-10-13
Johnson Bixby & Associates, LLC
15,049$2.0M0.2%ETFMediumVancouver, WA2026-10-14
Weil Company, Inc.
14,988$2.0M0.4%ETFLowSan Diego, CA2026-10-14
Skyline Advisors, Inc.
14,432$2.0M0.6%ETFMediumBellingham, WA2026-11-03
First Affirmative Financial Network
14,352$1.9M0.4%CoreN/AColorado Springs, CO2026-10-21
Wealth Analytics Partners, LLC
14,348$1.9M0.7%ETFVery LowSan Diego, CA2026-10-19
Compound Planning, Inc.
14,305$1.9M0.0%CoreLowNew York, NY2026-11-05
Burkett Asset Management Ltd
14,250$1.9M1.8%ValueMediumVictoria, UAE2026-10-13
Leonard Rickey Investment Advisors P.L.L.C.
13,986$1.9M0.3%ETFLowYakima, WA2026-10-29
Farnam Financial LLC
13,973$1.9M1.4%ETFLowPhoenix, AZ2026-10-21
Ervin Investment Management, LLC
13,738$1.9M1.0%CoreVery LowSeattle, WA2026-10-23
TD Private Client Wealth LLC
13,593$1.8M0.0%ETFLowNew York, NY2026-10-28
Wilmington Savings Fund Society, FSB
13,431$1.8M0.0%CoreLowWilmington, DE2026-10-23
Joel Isaacson & Co., LLC
13,233$1.8M0.1%ETFVery LowNew York, NY2026-11-05
Values Added Financial LLC
13,135$1.8M0.6%ETFLowWashington, DC2026-10-28
Shepherd Financial Partners LLC
12,933$1.8M0.1%ETFLowWinchester, MA2026-11-03
Fifth Third Wealth Advisors LLC
12,930$1.8M0.0%IndexVery LowCincinnati, OH2026-10-22
Concurrent Investment Advisors, LLC
12,723$1.7M0.0%GrowthMediumTampa, FL2026-10-16
Marino, Stram & Associates LLC
12,563$1.7M0.3%ETFVery LowBraintree, MA2026-10-22
Towerpoint Wealth, LLC
12,475$1.7M0.6%ETFLowSacramento, CA2026-10-13
Beacon Financial Planning, Inc
12,306$1.7M0.6%ETFVery LowHyannis, MA2026-11-04
Northland Capital Management LLC
12,287$1.7M0.8%ETFMediumVirginia, MN2026-10-15
Selective Wealth Management, Inc.
12,147$1.7M0.4%ETFLowForest, VA2026-10-16
First Heartland Consultants, Inc.
11,879$1.6M0.1%ETFMediumLake St. Louis, MO2026-10-08
Arbor Investment Advisors, LLC
11,464$1.6M0.2%ETFVery LowWinston Salem, NC2026-10-26
Vise Technologies, Inc.
10,940$1.5M0.0%IndexLowNew York, NY2026-10-29
Thrivent Financial for Lutherans
10,883$1.5K0.0%GARPMediumMinneapolis, MN2026-11-05
Chemistry Wealth Management LLC
10,827$1.5M0.2%CoreLowNew York, NY2026-10-16
Xena Financial Planning, LLC
10,119$1.4M1.3%ETFVery LowPortland, OR2026-10-13
Midwest Trust Co
9,837$1.3M0.0%CoreLowOverland Park, KS2026-10-22
Brickley Wealth Management
9,701$1.3M0.2%ETFVery LowSan Mateo, CA2026-11-04
Family CFO Inc
9,678$1.3M0.5%ETFLowLos Altos, CA2026-10-30
Kestra Advisory Services, LLC
9,582$1.3M0.0%CoreLowAustin, TX2026-11-02
Joel Adams & Associates, Inc.
9,581$1.3M0.8%ETFLowAsheville, NC2026-11-02
PFG Advisors
9,555$1.3M0.1%ETFMediumPhoenix, AZ2026-10-16
Fortress Financial Solutions, LLC
9,424$1.3M1.1%ETFLowTucson, AZ2026-10-14
Robertson Stephens Wealth Management, LLC
9,278$1.3M0.0%ETFMediumSan Francisco, CA2026-10-16
IFG Advisors, LLC
9,178$1.2M0.2%ETFVery LowSt. Louis, MO2026-10-15
ANB Bank
9,169$1.2M0.4%CoreLowDenver, CO2026-10-09
Greenspring Advisors, LLC
9,130$1.2M0.1%ETFVery LowTowson, MD2026-11-05
Central Pacific Bank - Trust Division
9,114$1.2M0.1%CoreMediumHonolulu, HI2026-10-06
Larson Financial Group LLC
9,085$1.2M0.0%GrowthLowSt Louis, MO2026-11-05
M Holdings Securities, Inc.
9,070$1.2K0.0%ETFHighPortland, OR2026-11-03
Townsend Financial Planning, LLC
9,068$1.2M1.1%ETFVery LowMt Sterling, KY2026-11-02
Forvis Mazars Wealth Advisors, LLC
8,988$1.2M0.0%ETFVery LowSpringfield, MO2026-10-13
Citizens Financial Group Inc
8,889$1.2M0.0%GrowthLowProvidence, RI2026-10-23
Citigroup Inc
8,871$1.2M0.0%CoreMediumNew York, NY2026-11-04
My Personal CFO, LLC
8,696$1.2M0.4%ETFHighVancouver, WA2026-10-14
Landaas & Co
8,549$1.2M0.2%ETFVery LowMilwaukee, WI2026-10-29
Avantax Planning Partners, Inc.
8,543$1.2M0.0%ETFLowDubuque, IA2026-11-03
McCarley & Cook Financial Planners
8,458$1.1M0.9%ETFLowCincinnati, OH2026-10-21
Sageworth Trust Co of South Dakota
8,277$1.1M0.6%ETFLowSioux Falls, SD2026-10-30
Presilium Private Wealth, LLC
8,253$1.1M0.2%ETFVery LowRadnor, PA2026-10-26
Thompson Davis & Co., Inc.
8,124$1.1M0.7%CoreMediumRichmond, VA2026-11-05
Robinson Smith Wealth Advisors LLC
8,025$1.1M0.7%ETFLowSouth Portland, ME2026-10-22
Truefg, LLC
8,017$1.1M0.3%ETFVery LowCedar Park, TX2026-10-15
Lodestar Private Asset Management LLC
7,998$1.1M0.1%ETFLowAlamo, CA2026-10-26
Schaper Benz & Wise Investment Counsel Inc
7,863$1.1M0.1%CoreVery LowNeenah, WI2026-10-09
Cherry Tree Wealth Management, LLC
7,829$1.1M0.2%ETFVery LowMinnetonka, MN2026-10-15
Acropolis Investment Management, LLC
7,827$1.1M0.0%ETFLowSt. Louis, MO2026-10-08
Badgley Phelps Wealth Managers, LLC
7,794$1.1M0.0%GrowthVery LowSeattle, WA2026-10-22
Wedbush Securities Inc
7,671$1.0K0.0%CoreLowPasadena, CA2026-10-22
Dynamic Advisor Solutions LLC
7,445$1.0M0.0%ETFLowPhoenix, AZ2026-10-13
Chesley Taft & Associates LLC
7,403$1.0M0.0%CoreLowChicago, IL2026-10-13
Cherrydale Wealth Management, LLC
7,398$1.0M0.3%ETFVery LowMontclair, NJ2026-10-20
Csenge Advisory Group
7,391$1.0M0.0%ETFMediumClearwater, FL2026-11-04
May Hill Capital, LLC
7,312$991.0K0.2%ETFLowCohasset, MA2026-11-03
Princeton Global Asset Management LLC
7,250$982.6K0.1%GrowthLowPrinceton, NJ2026-10-21
Brighton Jones LLC
6,995$948.0K0.0%CoreVery LowSeattle, WA2026-11-03
Pecaut & Co.
6,980$946.0K0.3%ETFLowSioux City, IA2026-10-27
Loring Wolcott & Coolidge Fiduciary Advisors LLP
6,950$941.9K0.0%GrowthVery LowBoston, MA2026-10-23
Milestone Investment Advisors LLC
6,880$932.4K0.2%ETFVery LowMiddleton, WI2026-11-05
CJM Wealth Advisers, Ltd.
6,837$926.7K0.2%ETFVery LowFalls Church, VA2026-10-27
Weinberger Asset Management, Inc
6,796$921.1K0.3%ETFVery LowLos Angeles, CA2026-10-28
Birchwood Financial Partners, Inc.
6,714$909.9K0.7%ETFVery LowBloomington, MN2026-11-02
Abacus Planning Group, Inc.
6,712$909.6K0.1%ETFLowColumbia, SC2026-11-02
Symmetry Partners, LLC
6,507$881.9K0.0%ETFLowGlastonbury, CT2026-10-27
Focus Financial Network, Inc.
6,496$880.4K0.0%ETFLowMinneapolis, MN2026-10-14
Winter & Associates, Inc.
6,183$839.8K0.6%ETFMediumSt. Paul, MN2026-10-23
ETF Portfolio Partners, Inc.
6,023$816.3K0.2%ETFVery LowLeawood, KS2026-10-22
Chicago Partners Investment Group LLC
5,980$801.8K0.0%GARPLowChicago, IL2026-10-27
Firestone Capital Management
5,970$809.1K0.2%ETFVery LowSouth Miami, FL2026-11-03
Northeast Investment Management
5,935$804.4K0.0%GrowthVery LowBoston, MA2026-10-30
KMG Fiduciary Partners, LLC
5,900$799.6K0.1%GrowthLowToledo, OH2026-10-14
Peirce Capital Management, LLC
5,884$797.5K0.3%ETFLowThe Woodlands, TX2026-10-19
Quantum Financial Planning Services, Inc.
5,831$790.3K0.2%ETFVery LowSpokane, WA2026-10-14
Jnba Financial Advisors
5,820$788.8K0.1%ETFMediumBloomington, MN2026-11-03
TD Waterhouse Canada Inc.
5,780$785.5K0.0%CoreLowToronto, Australia2026-10-16
Winthrop Advisory Group LLC
5,655$766.4K0.0%ETFVery LowBoston, MA2026-10-22
Guardsman Private Capital Management, Inc.
5,551$752.3K0.5%ETFVery LowSarasota, FL2026-10-19
Gordian Advisors LLC
5,509$746.6K0.4%ETFVery LowTucson, AZ2026-10-30
Compass Ion Advisors, LLC
5,488$743.8K0.1%ETFVery LowConshohocken, PA2026-10-23
Andrews Advisory Associates, LLC
5,402$732.1K0.3%ETFLowHonolulu, HI2026-10-15
Sherman Asset Management, Inc.
5,381$729.3K0.5%ETFLowVentura, CA2026-11-05
Confluence Wealth Services, Inc.
5,361$726.5K0.0%ETFVery LowMcmurray, PA2026-11-05
DeDora Capital, Inc.
5,259$712.8K0.2%ETFVery LowNapa, CA2026-10-26
PDS Planning, Inc
5,190$703.4K0.0%IndexVery LowDublin, OH2026-11-03
Global Strategic Investment Solutions, LLC
5,076$688.0K0.1%ETFLowScottsdale, AZ2026-10-16
Black Diamond Financial, LLC
5,072$687.4K0.1%ETFVery LowTowson, MD2026-10-26
Appleton Partners Inc
5,052$6850.0%GrowthLowBoston, MA2026-10-30
Ethic Inc.
4,980$674.9K0.0%CoreLowNew York, NY2026-11-03
Factor Wealth Management LTD
4,952$671.1K0.1%ETFLowChicago, IL2026-10-08
Rossmore Private Capital
4,925$667.5K0.1%CoreLowGlastonbury, CT2026-10-27
SFM, LLC d/b/a Sweeney Financial Advisors
4,909$665.3K0.3%ETFLowBedford, NH2026-10-14
RAM Investment Partners, LLC
4,878$661.1K0.1%ETFLowBellevue, WA2026-10-21
Sulzberger Capital Advisors, Inc.
4,836$655.4K0.7%GrowthLowMiami, FL2026-10-20
J.W. Cole Advisors, Inc.
4,719$639.6K0.0%IndexLowTampa, FL2026-11-05
Northstar Asset Management Co
4,695$641.3K0.1%CoreVery LowBlue Bell, PA2026-10-22
Canopy Partners, LLC
4,631$627.8K0.2%GrowthLowCincinnati, OH2026-10-28
Halbert Hargrove Global Advisors, LLC
4,627$627.1K0.0%ETFLowLong Beach, CA2026-10-16
Kingswood Wealth Advisors, LLC
4,558$617.8K0.0%GrowthLowSan Diego, CA2026-10-23
Goldenstone Wealth Management LLC
4,505$610.6K0.4%GrowthLowEl Dorado Hills, CA2026-11-04
Sterling Wealth Management, Inc.
4,447$602.7K0.2%ETFLowChampaign, IL2026-10-23
Pinnacle Financial Group, LLC / IL
4,443$602.1K0.1%ETFVery LowWestern Springs, IL2026-10-29
Kestra Private Wealth Services, LLC
4,401$596.4K0.0%GrowthLowAustin, TX2026-10-30
Silverlake Wealth Management LLC
4,372$592.5K0.1%ETFLowWilliston, VT2026-10-21
SAX Wealth Advisors, LLC
4,261$577.5K0.0%ETFVery LowParsippany, NJ2026-10-13
Level Financial Advisors
4,225$572.6K0.1%ETFLowEast Amherst, NY2026-10-13
Capital Investment Advisors, LLC
4,196$568.7K0.0%CoreLowAtlanta, GA2026-10-22
Schmidt P J Investment Management Inc
4,170$565.2K0.1%GrowthVery LowCedarburg, WI2026-11-02
First Hawaiian Bank
4,168$564.9K0.1%ETFVery LowHonolulu, HI2026-10-14
Physician Wealth Advisors, Inc.
4,111$557.1K0.1%ETFMediumMidvale, UT2026-10-20
Aureum Wealth Management, LLC
4,100$555.7K0.3%ETFLowNorth Palm Beach, FL2026-10-15
LexAurum Advisors, LLC
4,071$551.8K0.1%ETFLowOverland Park, KS2026-10-19
Integral Investment Advisors, Inc.
4,000$542.1K0.1%ETFVery LowTurlock, CA2026-11-03
Fiduciary Financial Group, LLC
3,969$538.0K0.1%ETFLowSan Rafael, CA2026-10-13
Ashton Thomas Private Wealth, LLC
3,967$537.6K0.0%CoreMediumScottsdale, AZ2026-11-03
Florida Trust Wealth Management Co
3,954$535.9K0.0%CoreVery LowSanibel, FL2026-11-05
Cardinal Point Capital Management ULC
3,923$531.7K0.0%ValueLowToronto, Australia2026-10-21
Essential Planning, Llc.
3,874$525.0K0.1%ETFLowPortsmouth, NH2026-10-21
NWF Advisory Services Inc.
3,870$524.5K0.0%GARPLowLos Angeles, CA2026-10-19
Downshift Financial, LLC
3,790$513.6K0.2%ETFLowBoulder, CO2026-10-13
Armstrong Advisory Group, Inc
3,764$510.1K0.0%ETFHighNeedham, MA2026-10-09
Pinnacle Associates LTD
3,750$508.2K0.0%CoreLowNew York, NY2026-10-20
Davenport & Co LLC
3,743$507.3K0.0%CoreMediumRichmond, VA2026-10-14
Parsons Capital Management Inc
3,708$502.5K0.0%CoreLowProvidence, RI2026-10-28
Bdfs Capital LLC
3,700$501.5K0.2%ETFLowRehoboth Beach, DE2026-10-14
Mokosak Advisory Group, LLC
3,700$501.5K0.1%ETFVery LowUrbandale, IA2026-10-20
Pinnacle Bancorp, Inc.
3,644$493.8K0.1%CoreVery LowBeatrice, NE2026-10-21
Old Peak Finance LLC
3,606$488.8K0.2%ETFVery LowChapel Hill, NC2026-11-02
Five Pine Wealth Management
3,572$484.1K0.3%ETFVery LowCoeur D Alene, ID2026-10-20
Cutler Investment Counsel LLC
3,558$482.2K0.0%CoreLowJacksonville, OR2026-10-28
MSH Capital Advisors LLC
3,530$478.4K0.1%CoreLowScottsdale, AZ2026-11-03
Mengis Capital Management, Inc.
3,496$473.8K0.1%CoreLowPortland, OR2026-10-13
Avidian Wealth Enterprises, LLC
3,482$471.9K0.0%ETFLowHouston, TX2026-10-08
Pinnacle Wealth Management Advisory Group, LLC
3,450$467.6K0.0%GrowthLowRed Bank, NJ2026-10-23
Five Oceans Advisors
3,416$463.0K0.2%ETFVery LowCarlsbad, CA2026-10-22
Meridian Financial Partners LLC
3,375$460.8K0.2%GrowthLowWarrenton, VA2026-10-23
Quantum Financial Advisors, LLC
3,323$450.4K0.0%ETFLowSanta Monica, CA2026-11-03
Legacy Capital Wealth Partners, LLC
3,320$450.0K0.1%CoreMediumLittle Rock, AR2026-10-21
Cooper S Advisors, LLC
3,308$448.3K0.2%ETFLowVictor, NY2026-11-03
Cascade Investment Advisors, Inc.
3,300$447.2K0.2%ValueLowOregon City, OR2026-11-02
Carnegie Investment Counsel
3,290$445.8K0.0%CoreLowPepper Pike, OH2026-10-20
Baldwin Wealth Partners LLC
3,220$436.4K0.0%GrowthLowMarion, MA2026-10-13
Burns J W & Co Inc
3,201$433.8K0.0%GrowthVery LowDewitt, NY2026-10-20
Parcion Private Wealth LLC
3,192$432.6K0.0%CoreMediumBellevue, WA2026-10-28
Aprio Wealth Management, LLC
3,155$427.6K0.0%ETFMediumAtlanta, GA2026-10-28
Principle Wealth Partners LLC
3,154$427.5K0.0%CoreVery LowMadison, CT2026-11-02
Moss Adams Wealth Advisors LLC
3,106$421.0K0.0%ETFLowSeattle, WA2026-10-28
Market Street Wealth Management Advisors LLC
3,079$417.3K0.1%ETFMediumIndianapolis, IN2026-10-09
Valeo Financial Advisors, LLC
3,068$415.8K0.0%ETFLowCarmel, IN2026-10-08
Nations Financial Group Inc,
3,062$415.0K0.0%CoreLowCedar Rapids, IA2026-11-05
True North Advisors, LLC
3,017$408.9K0.0%CoreMediumDallas, TX2026-10-22
RTD Financial Advisors, Inc.
3,017$408.9K0.0%ETFLowPhiladelphia, PA2026-10-09
Oppenheimer & Co Inc
3,015$408.6K0.0%CoreLowNew York, NY2026-10-26
Corepath Wealth Partners LLC
3,014$416.1K0.3%ETFVery LowScottsdale, AZ2026-10-21
CGN Advisors LLC
2,953$400.2K0.0%ETFLowManhattan, KS2026-10-21
Legacy Private Trust Co.
2,940$398.5K0.0%ETFLowNeenah, WI2026-10-06
Hurley Capital, LLC
2,930$397.1K0.2%GARPMediumNew York, NY2026-11-05
Brookstone Capital Management
2,903$393.4K0.0%ETFMediumWheaton, IL2026-10-22
Cornerstone Wealth Advisors, Inc.
2,900$393.0K0.1%ETFLowEdina, MN2026-10-16
Ignite Planners, LLC
2,813$381.2K0.0%CoreLowSan Clemente, CA2026-10-14
Obermeyer Wealth Partners
2,800$379.5K0.0%GrowthLowAspen, CO2026-10-21
CFS Investment Advisory Services, LLC
2,783$385.3K0.0%ETFMediumTotowa, NJ2026-10-19
Retirement Planning Group, LLC
2,763$374.5K0.0%ETFVery LowLeawood, KS2026-10-19
Nottingham Advisors, Inc.
2,750$373.0K0.0%ETFLowAmherst, NY2026-10-29
EdgeRock Capital LLC
2,740$371.4K0.1%ETFLowDenver, CO2026-11-03
AlphaCore Capital LLC
2,727$369.6K0.0%ETFLowLa Jolla, CA2026-11-04
Capital Management Corp
2,722$368.9K0.1%YieldMediumGlen Allen, VA2026-10-29
Harbor Asset Planning, Inc.
2,702$366.2K0.3%ETFVery LowBelmont, MA2026-10-23
TCI Wealth Advisors, Inc.
2,683$363.6K0.0%ETFLowTucson, AZ2026-10-30
Plancorp, LLC
2,679$355.6K0.0%ETFLowSaint Louis, MO2026-11-03
Manchester Financial Inc
2,595$351.7K0.1%ETFMediumWestlake Village, CA2026-10-15
Prime Capital Investment Advisors, LLC
2,555$346.3K0.0%ETFLowOverland Park, KS2026-10-20
AAF Wealth Management, LLC
2,553$346.1K0.1%ETFLowWestborough, MA2026-10-28
Avior Wealth Management, LLC
2,548$345.3K0.0%ETFMediumOmaha, NE2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
2,533$343.2K0.0%GrowthVery LowSeattle, WA2026-10-27
Schaeffer Financial LLC
2,498$338.6K0.3%ETFLowRockville, MD2026-10-23
PW Nova Financial Services LLC
2,478$335.8K0.1%ETFLowNewtown, PA2026-10-15
MBE Wealth Management, LLC
2,460$333.4K0.1%ETFVery LowTomah, WI2026-10-26
FC Advisory LLC
2,459$333.3K0.1%ETFVery LowWest Chester, PA2026-10-05
Oppenheimer Asset Management Inc.
2,452$332.3K0.0%CoreMediumNew York, NY2026-10-27
True Link Financial Advisors, LLC
2,439$330.6K0.0%ETFLowSan Francisco, CA2026-10-27
KW Wealth Management LLC
2,425$328.7K0.3%CoreVery LowSacramento, CA2026-10-28
Salus Financial Advisors, LLC
2,391$324.1K0.2%ETFVery LowColorado Springs, CO2026-10-20
Everhart Financial Group, Inc.
2,374$321.7K0.0%ETFLowDublin, OH2026-10-08
Bluestem Financial Advisors, LLC
2,350$318.5K0.1%ETFVery LowSavoy, IL2026-10-20
Lanark Financial, Inc.
2,306$312.5K0.0%CoreMediumBirmingham, AL2026-10-26
Townsend Asset Management Corp
2,283$309.4K0.1%CoreLowRaleigh, NC2026-10-29
Sowell Financial Services LLC
2,278$308.8K0.0%CoreLowNorth Little Rock, AR2026-10-23
LongView Wealth Management
2,276$308.5K0.1%ETFLowAtlanta, GA2026-10-19
Apollon Wealth Management, LLC
2,259$306.2K0.0%GrowthLowMount Pleasant, SC2026-10-23
Abacus Wealth Partners, LLC
2,252$305.2K0.0%ETFLowSanta Monica, CA2026-11-03
Trust Point Inc.
2,229$302.1K0.0%CoreMediumLa Crosse, WI2026-10-27
Wolfstich Capital, LLC
2,219$301.1K0.2%ETFMediumMedfield, MA2026-10-14
Ackerman Capital Advisors, LLC
2,178$295.2K0.1%ETFLowDallas, TX2026-10-30
Whitegate Investment Counselors, Inc.
2,147$291.0K0.1%ETFVery LowConcord, NH2026-11-02
Financial Futures Ltd Liability Co.
2,136$289.5K0.1%ETFLowBrielle, NJ2026-10-13
Continuum Wealth Advisors, LLC
2,120$287.3K0.1%ETFMediumSaratoga Springs, NY2026-10-20
Elwood & Goetz Wealth Advisory Group, LLC
2,089$283.1K0.0%ETFLowAthens, GA2026-10-28
North Star Investment Management Corp.
2,081$282.1K0.0%CoreLowChicago, IL2026-10-27
Equity Wealth Partners, LLC
2,038$276.3K0.1%ETFVery LowIndependence, MO2026-10-26
VestGen Advisors, LLC
2,029$275.0K0.0%GrowthMediumChicago, IL2026-10-27
Fiduciary Alliance LLC
2,015$273.1K0.0%CoreMediumGreenville, SC2026-10-13
Tritonpoint Wealth, LLC
2,009$272.3K0.0%CoreLowChevy Chase, MD2026-10-19
Independent Financial Group, LLC
2,008$272.1K0.0%GrowthLowSan Diego, CA2026-10-13
Level Wealth Management LLC
1,987$269.3K0.1%ETFVery LowGreensboro, NC2026-10-23
Trek Financial, LLC
1,970$267.0K0.0%ETFHighScottsdale, AZ2026-10-29
Center for Financial Planning, Inc.
1,963$266.0K0.0%ETFLowSouthfied, MI2026-10-26
Smith Chas P & Associates PA Cpas
1,957$263.2K0.0%CoreVery LowLakeland, FL2026-10-22
Diversified Enterprises, LLC
1,955$265.0K0.0%ETFVery LowWilmington, DE2026-10-19
Norris Perne & French LLP
1,937$262.5K0.0%GrowthLowGrand Rapids, MI2026-10-23
Nemes Rush Group LLC
1,909$258.8K0.0%CoreVery LowNovi, MI2026-11-04
DT Investment Partners, LLC
1,906$258.3K0.0%ETFVery LowChadds Ford, PA2026-10-27
AGF Management LTD
1,900$257.5K0.0%GrowthHighToronto, Australia2026-11-03
Y-Intercept (Hong Kong) Ltd
1,884$255.3K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Kestra Investment Management, LLC
1,876$254.3K0.0%ETFMediumAustin, TX2026-11-04
Jacobsen Capital Management
1,857$251.7K0.1%ETFLowSalt Lake City, UT2026-10-27
Ledgewood Wealth Advisors, LLC
1,856$251.5K0.1%ETFLowExeter, NH2026-10-09
JSF Financial, LLC
1,852$251.0K0.0%ETFMediumLos Angeles, CA2026-10-22
Vista Investment Partners II, LLC
1,812$245.6K0.1%CoreMediumRichmond, IN2026-10-15
Diversify Advisory Services, LLC
1,800$245.8K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
1,800$245.8K0.0%GrowthMediumSandy, UT2026-10-20
Pittenger & Anderson Inc
1,797$243.5K0.0%CoreLowLincoln, NE2026-11-02
Northern Capital Management, Inc.
1,785$241.9K0.1%ETFVery LowSpokane, WA2026-11-05
Amplius Wealth Advisors, LLC
1,774$240.4K0.0%ETFLowBlue Bell, PA2026-10-20
BAR Harbor Wealth Management
1,750$237.2K0.0%CoreLowConcord, NH2026-10-21
Keystone Wealth Services, LLC
1,744$236.6K0.0%ETFHighPalm Desert, CA2026-11-03
Walkner Condon Financial Advisors LLC
1,742$236.1K0.0%ETFLowVerona, WI2026-11-02
Argyle Capital Partners, LLC
1,740$235.8K0.1%CoreLowLos Angeles, CA2026-10-23
Momentous Wealth Management, Inc.
1,734$235.0K0.1%ETFVery LowVancouver, WA2026-10-21
Zenith Solutions, Inc.
1,732$234.7K0.2%ETFN/APhiladelphia, PA2026-10-19
Cassilly Financial Group LLC
1,719$233.0K0.2%ETFLowSeverna Park, MD2026-10-07
Krilogy Financial LLC
1,684$231.9K0.0%GrowthLowSt. Louis, MO2026-10-13
GGM Financial LLC
1,656$224.4K0.1%ETFMediumColumbus, OH2026-11-05
Covestor Ltd
1,637$2220.0%ValueHighLondon, United Kingdom2026-10-30
Hoxton Planning & Management, LLC
1,628$220.6K0.1%ETFLowShepherdstown, WV2026-10-15
Trust Co of Vermont
1,621$219.7K0.0%CoreVery LowBrattleboro, VT2026-10-21
Donalies Financial Planning, LLC
1,621$219.7K0.2%ETFVery LowWashington, DC2026-10-19
DDD Partners, LLC
1,610$218.2K0.0%CoreMediumBellevue, WA2026-11-02
Connecticut Wealth Management, LLC
1,604$217.4K0.0%ETFLowFarmington, CT2026-10-13
Maple Capital Management, Inc.
1,601$217.0K0.0%GrowthLowMontpelier, VT2026-11-02
Avaii Wealth Management, LLC
1,600$218.8K0.1%ETFMediumAppleton, WI2026-10-09
Flagship Harbor Advisors, LLC
1,594$216.0K0.0%ETFMediumBoston, MA2026-10-26
BostonPremier Wealth LLC
1,582$214.4K0.1%ETFVery LowHanover, MA2026-10-16
W Advisors, LLC
1,574$213.3K0.1%CoreLowGermantown, TN2026-11-02
Concord Wealth Partners
1,562$211.7K0.0%GrowthLowAbingdon, VA2026-11-02
Gamma Investing LLC
1,521$206.1K0.0%IndexVery LowFoster City, CA2026-10-08
Independent Wealth Network Inc.
1,500$203.3K0.1%ETFMediumUrbandale, IA2026-10-19
Dhjj Financial Advisors, Ltd.
1,325$179.6K0.1%ETFVery LowNaperville, IL2026-10-23
JFS Wealth Advisors, LLC
1,267$171.7K0.0%ETFVery LowHermitage, PA2026-11-03
Eastern Bank
1,228$166.4K0.0%GrowthMediumBoston, MA2026-10-05
Investors Research Corp
1,215$164.7K0.0%ETFLowAtlanta, GA2026-10-07
Carolina Wealth Advisors, LLC
1,205$163.3K0.1%YieldHighMyrtle Beach, SC2026-10-23
Capitol Family Office, Inc.
1,133$153.6K0.2%ETFLowBeaverton, OR2026-10-13
Frankly Finances, LLC
968$131.2K0.1%ETFVery LowWinter Park, FL2026-10-28
Richards, Merrill & Peterson, Inc.
960$130.1K0.0%GrowthLowSpokane, WA2026-10-19
IFP Advisors, Inc
920$124.7K0.0%GrowthLowTampa, FL2026-10-16
Parkside Financial Bank & Trust
886$120.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Abound Wealth Management
860$116.6K0.0%ETFVery LowFranklin, TN2026-10-26
First Bancorp, Inc
837$113.4K0.0%ValueVery LowDamariscotta, ME2026-10-26
Caldwell Trust Co
805$109.1K0.0%GrowthLowVenice, FL2026-10-30
Golden State Wealth Management, LLC
799$108.3K0.0%ETFMediumSanta Ana, CA2026-11-02
Winthrop Capital Management, LLC
794$107.6K0.0%ETFLowCarmel, IN2026-11-05
Trust Co
766$103.9K0.0%ETFVery LowManhattan, KS2026-10-09
Balance Wealth Partners LLC
722$97.9K0.0%ETFMediumWorthington, OH2026-10-27
Piscataqua Savings Bank
711$96.4K0.1%CoreVery LowPortsmouth, NH2026-10-21
American Capital Advisory, LLC
710$96.2K0.0%ETFLowKetchum, ID2026-10-28
Richardson Capital Management LLC
690$93.6K0.0%ETFLowMenomonee Falls, WI2026-10-23
Newton One Investments LLC
633$85.8K0.0%ETFVery LowNewark, DE2026-10-14
Union Savings Bank
586$79.4K0.0%CoreLowLitchfield, CT2026-10-14
Assetmark, Inc
570$77.3K0.0%ETFLowConcord, CA2026-10-21
Creative Financial Designs Inc
566$76.7K0.0%ETFMediumKokomo, IN2026-11-04
Highline Wealth Partners LLC
491$66.5K0.0%ETFMediumSherman Oaks, CA2026-10-19
Private Trust Co NA
482$65.3K0.0%CoreLowCleveland, OH2026-10-20
Fairway Wealth LLC
480$65.1K0.0%ETFLowIndependence, OH2026-10-30
Provenance Wealth Advisors, LLC
473$64.1K0.0%ETFLowFort Lauderdale, FL2026-10-30
Yankcom Partnership
458$62.1K0.0%CoreVery LowYankton, SD2026-10-15
Pacific Center for Financial Services
445$60.3K0.0%ETFMediumDanville, CA2026-10-15
Nova Financial LLC
425$57.6K0.0%N/AN/ATucson, AZ2026-11-04
Mascoma Wealth Management LLC
417$56.5K0.0%ETFVery LowHanover, NH2026-10-23
Laurel Wealth Advisors LLC
405$54.9K0.0%CoreVery LowCharlotte, NC2026-10-27
Fifth Third Bancorp
331$44.9K0.0%IndexVery LowCincinnati, OH2026-11-05
Gladwyn Financial Advisors, Inc.
330$44.8K0.0%ETFVery LowChantilly, VA2026-10-05
CX Institutional
325$440.0%CoreMediumAuburn, IN2026-10-02
Quaker Wealth Management, LLC
309$41.9K0.0%ETFMediumMoorestown, NJ2026-10-22
Signaturefd, LLC
302$40.9K0.0%IndexLowAtlanta, GA2026-10-23
Jacobi Capital Management LLC
287$38.9K0.0%CoreLowPittston, PA2026-11-05
Clean Yield Group
270$36.6K0.0%CoreLowNorwich, VT2026-10-28
Cassaday & Co Wealth Management LLC
266$36.1K0.0%ETFVery LowMclean, VA2026-10-27
Maseco LLP
240$32.5K0.0%ETFVery LowLondon, United Kingdom2026-10-27
Toth Financial Advisory Corp
228$30.9K0.0%CoreLowLeesburg, VA2026-10-08
Nfsg Corp
224$30.3K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Financial Network Wealth Advisors LLC
217$29.4K0.0%ETFLowMurray, UT2026-10-28
Archer Investment Corp
201$27.3K0.0%CoreMediumCarmel, IN2026-11-05
Navigoe, LLC
200$270.0%ETFVery LowRedondo Beach, CA2026-11-04
Chilton Capital Management LLC
190$25.8K0.0%GrowthMediumHouston, TX2026-10-28
Silver Grove Financial Group, Inc.
187$25.3K0.0%CoreMediumOrchard Park, NY2026-11-05
Nvwm, LLC
166$22.5K0.0%GrowthMediumYardley, PA2026-10-14
Acima Private Wealth, LLC
158$21.4K0.0%ETFVery LowRichmond, VA2026-10-05
Birchbrook, Inc.
153$20.7K0.0%ETFLowBangor, ME2026-10-14
Rossby Financial, LCC
151$20.4K0.0%ETFMediumMelbourne, FL2026-11-05
Bfsg, LLC
148$20.1K0.0%CoreLowIrvine, CA2026-10-30
Root Financial Partners, LLC
141$19.2K0.0%ETFMediumEncinitas, CA2026-10-21
EverSource Wealth Advisors, LLC
115$15.6K0.0%CoreMediumBirmingham, AL2026-11-04
Lodestone Wealth Management LLC
93$12.6K0.0%CoreLowSpokane, WA2026-10-14
Sage Mountain Advisors LLC
74$10.0K0.0%ETFLowAtlanta, GA2026-11-02
Blueline Advisors LLC
65$8.8K0.0%ETFLowExeter, NH2026-10-15
CoreCap Advisors, LLC
61$8.3K0.0%ETFMediumSouthfield, MI2026-10-08
Albion Financial Group
60$8.1K0.0%GrowthLowSalt Lake City, UT2026-10-21
Bare Financial Services, Inc
59$8.0K0.0%ETFVery LowGap, PA2026-11-04
Breakwater Investment Management
59$8.0K0.0%ETFLowSeattle, WA2026-10-20
Flagship Wealth Advisors, LLC
49$6.6K0.0%ETFLowWakefield, MA2026-11-03
Tower View Wealth Management LLC
42$5.7K0.0%MomentumMediumShorewood, WI2026-10-23
Olistico Wealth, LLC
29$3.9K0.0%GrowthVery LowTulsa, OK2026-10-05
WPG Advisers, LLC
20$2.7K0.0%CoreLowBaltimore, MD2026-10-27
Triumph Capital Management
3$4070.0%ETFMediumDenver, CO2026-10-14
RMG Wealth Management LLC
1$1350.0%ETFVery HighPlatteville, WI2026-10-26