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Vanguard Intermediate-Term B (BIV)

CUSIP: 921937819 | NYSE | 2318 institutional holders

Quarters

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

True Link Financial Advisors, LLC5,985,616
25.1% of portfolio›$436.1M
Retirement Investment Advisors, Inc.1,982,075
10.1% of portfolio›$144.4M
Creative Planning1,837,343
0.1% of portfolio›$133.9M
Truist Financial Corp1,355,844
0.1% of portfolio›$98.8M
Assetmark, Inc1,311,947
0.2% of portfolio›$95.6M
Citizens Financial Group Inc1,275,891
1.1% of portfolio›$93.0M
Mather Group, Llc.1,268,129
0.8% of portfolio›$92.4M
Commonwealth Equity Services, LLC1,221,581
0.1% of portfolio›$89.0M
Cambridge Investment Research Advisors, Inc.1,063,631
0.0% of portfolio›$77.5K
Family Investment Center, Inc.1,014,673
12.2% of portfolio›$73.9M
Allied Investment Advisors, LLC896,849
6.2% of portfolio›$65.3M
Discipline Wealth Solutions, LLC884,674
5.6% of portfolio›$64.5M
Wealth Enhancement Advisory Services, LLC877,832
0.1% of portfolio›$64.1M
Cannon Financial Strategists, Inc.746,972
6.2% of portfolio›$54.4M
Cranbrook Wealth Management, LLC743,629
10.2% of portfolio›$54.2M
Verus Financial Partners, Inc.720,389
4.5% of portfolio›$52.5M
Scott Capital Advisors, LLC705,655
7.4% of portfolio›$51.4M
BCM Advisors, LLC684,542
9.9% of portfolio›$50.9M
Willow Creek Wealth Management Inc.667,723
3.2% of portfolio›$48.7M
Daymark Wealth Partners, LLC641,622
1.1% of portfolio›$46.7M
LVW Advisors, LLC622,152
3.8% of portfolio›$45.3M
Pinkerton Wealth, LLC563,665
6.4% of portfolio›$41.1M
True Freedom Investing, LLC546,227
6.2% of portfolio›$39.8M
BetterWealth, LLC544,736
6.7% of portfolio›$39.7M
Lodestar Private Asset Management LLC538,247
3.4% of portfolio›$39.2M
Midwest Trust Co534,376
0.4% of portfolio›$38.9M
Farmers & Merchants Trust Co of Chambersburg PA532,552
0.1% of portfolio›$38.8K
Farther Finance Advisors, LLC512,588
0.3% of portfolio›$37.3M
Cornerstone Planning Group LLC511,983
4.6% of portfolio›$37.3M
Badgley Phelps Wealth Managers, LLC499,862
0.6% of portfolio›$36.4M
Franklin, Parlapiano, Turner & Welch, LLC498,050
8.1% of portfolio›$36.3M
Gordian Advisors LLC470,156
20.4% of portfolio›$34.3M
Brighton Securities Corp.464,181
14.2% of portfolio›$33.8M
Greenup Street Wealth Management LLC460,436
4.1% of portfolio›$33.5M
Avior Wealth Management, LLC454,475
0.9% of portfolio›$33.1M
Fifth Third Securities, Inc.440,071
1.6% of portfolio›$32.1M
Southern Michigan Bank & Trust437,396
11.4% of portfolio›$31.9M
Grey Fox Wealth Advisors, LLC416,118
4.5% of portfolio›$30.3M
Prime Capital Investment Advisors, LLC413,823
0.3% of portfolio›$30.2M
Ballentine Capital Advisors, Inc412,156
11.3% of portfolio›$30.0M
Brown Wealth Management, LLC411,436
6.6% of portfolio›$30.0M
Compass Planning Associates Inc405,761
15.5% of portfolio›$29.6M
Bernardo Wealth Planning LLC400,160
2.5% of portfolio›$29.2M
Austin Asset Management Co Inc394,166
3.8% of portfolio›$28.7M
Fonville Wealth Management LLC384,642
4.2% of portfolio›$28.0M
Hoge Financial Services, LLC384,438
13.2% of portfolio›$28.0M
Modera Wealth Management, LLC381,036
0.3% of portfolio›$27.8M
Everhart Financial Group, Inc.368,484
1.7% of portfolio›$26.8M
Keyes, Stange & Wooten Wealth Management, LLC333,805
11.4% of portfolio›$24.3M
Rosenberg Matthew Hamilton333,614
4.4% of portfolio›$24.3M
Clark Asset Management, LLC306,347
1.6% of portfolio›$22.3M
Brewster Financial Planning LLC302,532
12.1% of portfolio›$22.0M
First Merchants Corp302,029
0.7% of portfolio›$22.0M
Human Investing LLC292,329
2.7% of portfolio›$21.3M
Principal Financial Group Inc282,651
0.0% of portfolio›$20.6M
Ashton Thomas Private Wealth, LLC281,608
0.4% of portfolio›$20.5M
Parkside Financial Bank & Trust276,414
1.3% of portfolio›$20.1M
Darrow Company, Inc.268,074
7.8% of portfolio›$19.5M
MBA Advisors LLC265,230
6.3% of portfolio›$19.3M
Beacon Capital Management, Inc.259,480
1.2% of portfolio›$18.9M
Kestra Advisory Services, LLC252,397
0.1% of portfolio›$18.4M
Lido Advisors, LLC252,170
0.0% of portfolio›$18.4M
San Luis Wealth Advisors LLC250,760
2.7% of portfolio›$18.3M
TCI Wealth Advisors, Inc.241,997
0.7% of portfolio›$17.6M
Cambridge Capital Management, LLC241,607
6.7% of portfolio›$17.6M
MGO One Seven LLC237,607
0.3% of portfolio›$17.3M
Gamma Investing LLC235,555
0.6% of portfolio›$17.2M
Boyd Wealth Management, LLC228,490
5.8% of portfolio›$16.6M
Neumann Capital Management, LLC224,711
4.2% of portfolio›$16.4M
Bokf, NA220,509
0.2% of portfolio›$16.1M
Fiduciary Financial Group, LLC218,575
1.9% of portfolio›$15.9M
Davenport & Co LLC215,699
0.1% of portfolio›$15.7M
Associated Banc-Corp206,874
0.4% of portfolio›$15.1M
Apella Capital, LLC200,243
0.2% of portfolio›$14.6M
Vertrix Wealth Management, LLC199,160
5.0% of portfolio›$14.5M
Montecito Bank & Trust195,276
2.2% of portfolio›$14.2M
FC Advisory LLC191,307
3.7% of portfolio›$13.9M
City State Bank187,772
3.1% of portfolio›$13.7M
Brookstone Capital Management184,222
0.1% of portfolio›$13.4M
Cornerstone Wealth Management, LLC183,124
0.6% of portfolio›$13.3M
Frankly Finances, LLC177,576
10.1% of portfolio›$12.9M
Concurrent Investment Advisors, LLC171,886
0.1% of portfolio›$12.5M
Nisa Investment Advisors, LLC171,399
0.0% of portfolio›$12.5M
Conrad Siegel Investment Advisors, Inc.169,201
2.0% of portfolio›$12.3M
Mustard Seed Financial, LLC167,068
6.2% of portfolio›$12.2M
Integrity Advisory Solutions, LLC166,332
1.3% of portfolio›$12.1M
Retirement Planning Group, LLC164,484
0.3% of portfolio›$12.0M
Equity Wealth Partners, LLC162,000
3.9% of portfolio›$11.8M
Sterling Financial Planning, Inc.161,978
3.2% of portfolio›$11.8M
Keudell ison Wealth Management159,401
2.1% of portfolio›$11.6M
Clarity Wealth Advisors, LLC157,781
2.0% of portfolio›$11.5M
Stephenson & Company, Inc.154,161
5.1% of portfolio›$11.2M
Sigma Planning Corp154,084
0.3% of portfolio›$11.2M
Hurlow Wealth Management Group, Inc.151,595
2.3% of portfolio›$11.0M
Clarity Asset Management, Inc.150,439
5.4% of portfolio›$11.0M
Fund Evaluation Group, LLC150,082
0.3% of portfolio›$10.9M
Safir Wealth Advisors, LLC148,973
6.9% of portfolio›$10.9M
Mission Wealth Management, LP148,625
0.2% of portfolio›$10.8M
Atria Investments, Inc148,461
0.1% of portfolio›$10.8M
Go Invest LLC147,269
2.3% of portfolio›$10.7M
TD Private Client Wealth LLC142,113
0.2% of portfolio›$10.4M
IFG Advisors, LLC140,985
1.4% of portfolio›$10.3M
Avantax Planning Partners, Inc.139,512
0.3% of portfolio›$10.2M
SigFig Wealth Management, LLC139,010
0.3% of portfolio›$10.1M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors138,942
0.5% of portfolio›$10.1M
Galvin, Gaustad & Stein, LLC132,961
0.7% of portfolio›$9.7M
Burney Co/132,212
0.3% of portfolio›$9.6M
D.A. Davidson & Co.130,233
0.1% of portfolio›$9.5M
Kestra Private Wealth Services, LLC127,838
0.1% of portfolio›$9.3M
Wealth Enhancement Trust Services, Inc.125,345
1.0% of portfolio›$9.1M
EverSource Wealth Advisors, LLC124,574
0.3% of portfolio›$9.1M
Patton Albertson Miller Group, LLC119,704
0.9% of portfolio›$8.7M
VCI Wealth Management LLC116,941
2.0% of portfolio›$8.5M
Verde Capital Management116,324
1.5% of portfolio›$8.5M
Orrstown Financial Services Inc113,040
1.2% of portfolio›$8.2M
Hohimer Wealth Management, LLC111,030
0.8% of portfolio›$8.1M
Consilium Wealth Advisory, LLC109,923
2.4% of portfolio›$8.0M
Cutler Investment Counsel LLC109,076
0.8% of portfolio›$7.9M
New Hampshire Trust108,630
1.5% of portfolio›$7.9M
Kroeger Financial Partners107,375
7.8% of portfolio›$7.8M
Bay Capital Advisors, LLC105,731
4.1% of portfolio›$7.7M
Vise Technologies, Inc.105,420
0.1% of portfolio›$7.7M
Genesis Private Wealth, LLC105,407
2.2% of portfolio›$7.7M
Intergy Private Wealth, LLC101,867
1.7% of portfolio›$7.4M
First Heartland Consultants, Inc.97,599
0.5% of portfolio›$7.1M
MFA Wealth Advisors, LLC92,561
1.1% of portfolio›$6.7M
Certified Advisory Corp91,442
0.6% of portfolio›$6.7M
Bay Harbor Wealth Management, LLC89,629
1.5% of portfolio›$6.5M
Clarity Capital Advisors, LLC88,718
2.7% of portfolio›$6.5M
Wealth Advisory Team LLC87,483
5.2% of portfolio›$6.4M
Sagace Wealth Management LLC87,255
3.9% of portfolio›$6.4M
Rossby Financial, LCC86,510
0.9% of portfolio›$6.3M
Arcataur Capital Management LLC86,480
1.6% of portfolio›$6.3M
Citigroup Inc85,699
0.0% of portfolio›$6.2M
StoneX Group Inc.84,989
0.2% of portfolio›$6.2M
MassMutual Private Wealth & Trust, FSB84,950
0.2% of portfolio›$6.2M
Secure Asset Management, LLC83,893
0.8% of portfolio›$6.1M
Jacobsen Capital Management81,290
1.7% of portfolio›$5.9M
Leeward Financial Partners, LLC81,184
1.5% of portfolio›$5.9M
IFC & Insurance Marketing, Inc.80,428
5.0% of portfolio›$5.9M
Park National Corp79,879
0.2% of portfolio›$5.8M
Sunesis Advisors, LLC77,856
2.9% of portfolio›$5.7M
Prospera Financial Services Inc77,783
0.1% of portfolio›$5.8M
Cornerstone National Bank & Trust Co75,968
1.8% of portfolio›$5.5M
Ejmk Ventures LLC75,098
2.3% of portfolio›$5.5M
Lionshead Wealth Management, LLC73,855
3.6% of portfolio›$5.4M
Tenet Wealth Partners, LLC73,372
3.8% of portfolio›$5.3M
PFG Advisors73,243
0.3% of portfolio›$5.3M
Planned Solutions, Inc.72,079
1.4% of portfolio›$5.3M
Ironwood Financial, llc71,426
0.8% of portfolio›$5.2M
Harbour Trust & Investment Management Co67,073
0.5% of portfolio›$4.9M
CoreCap Advisors, LLC65,376
0.1% of portfolio›$4.8M
Pacific Capital Wealth Advisors, Inc.63,865
0.7% of portfolio›$4.7M
HUB Investment Partners, LLC63,344
0.1% of portfolio›$4.6M
Integrated Advisors Network LLC61,574
0.2% of portfolio›$4.5M
Tritonpoint Wealth, LLC60,099
0.4% of portfolio›$4.4M
Professional Financial Advisors, LLC59,866
0.7% of portfolio›$4.4M
Meridian Financial Partners LLC59,388
1.4% of portfolio›$4.4M
Phillips Financial Management, LLC58,173
0.3% of portfolio›$4.2M
Family Legacy, Inc.58,103
1.2% of portfolio›$4.2M
Parr Mcknight Wealth Management Group, LLC57,458
0.5% of portfolio›$4.2M
Eclectic Associates Inc56,983
0.5% of portfolio›$4.2M
Exchange Traded Concepts, LLC56,472
0.0% of portfolio›$4.1M
Hoxton Planning & Management, LLC55,698
1.0% of portfolio›$4.1M
Arcadia Wealth Management, LLC55,340
1.2% of portfolio›$4.0M
SeedSafe Financial LLC55,129
3.0% of portfolio›$4.0M
WealthPlan Investment Management, LLC54,052
0.2% of portfolio›$3.9M
Uptown Financial Advisors LLC53,563
2.8% of portfolio›$3.9M
TSA Wealth Managment LLC50,145
1.0% of portfolio›$3.7M
Perigon Wealth Management, LLC49,689
0.1% of portfolio›$3.6M
White Lighthouse Investment Management Inc.49,635
0.4% of portfolio›$3.6M
Graetz Wealth LLC48,415
2.8% of portfolio›$3.5M
Chris Bulman Inc48,354
1.2% of portfolio›$3.5M
Conning Inc.48,335
0.1% of portfolio›$3.5M
LexAurum Advisors, LLC48,318
0.4% of portfolio›$3.5M
Level Financial Advisors47,779
0.8% of portfolio›$3.5M
St. Louis Trust Co47,363
0.4% of portfolio›$3.5M
RS Crum Inc.45,920
0.6% of portfolio›$3.3M
First Horizon Corp45,856
0.1% of portfolio›$3.3M
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies45,826
2.5% of portfolio›$3.3M
Ridgewood Investments LLC44,391
1.2% of portfolio›$3.2M
Lanark Financial, Inc.43,375
0.2% of portfolio›$3.2M
Balance Wealth Partners LLC43,291
0.8% of portfolio›$3.2M
Patriot Financial Group Insurance Agency, LLC43,103
0.3% of portfolio›$3.1M
Park Avenue Securities LLC42,526
0.0% of portfolio›$3.1K
Elevated Capital Advisors, LLC41,375
1.0% of portfolio›$3.0M
Manuka Financial, LLC41,132
1.5% of portfolio›$3.0M
BancFirst Trust & Investment Management40,958
1.6% of portfolio›$3.0M
Integrity Alliance, Llc.39,874
0.1% of portfolio›$2.9M
Blueprint Financial Advisors LLC39,789
0.3% of portfolio›$2.9M
Capital Investment Advisors, LLC39,259
0.0% of portfolio›$2.9M
Ascentis Independent Advisors38,474
0.2% of portfolio›$2.8M
Joseph P. Lucia & Associates, LLC37,996
0.8% of portfolio›$2.8M
Spire Wealth Management37,629
0.1% of portfolio›$2.7M
Pacific Park Financial, Inc.37,528
1.6% of portfolio›$2.7M
Nabity-Jensen Investment Management Inc36,695
1.6% of portfolio›$2.7M
Parallel Advisors, LLC35,755
0.0% of portfolio›$2.6M
Calder Financial LLC35,511
2.5% of portfolio›$2.6M
Sterling Investment Management, LLC35,471
1.4% of portfolio›$2.6M
Synergy Asset Management, LLC35,264
0.2% of portfolio›$2.6M
Warwick Investment Management, Inc.34,693
0.3% of portfolio›$2.5M
Retirement Wealth Solutions LLC34,676
1.3% of portfolio›$2.5M
Regions Financial Corp34,414
0.0% of portfolio›$2.5M
MidAtlantic Capital Management, Inc.34,258
1.5% of portfolio›$2.5M
Brindle & Bay Financial Advisors, LLC34,127
0.9% of portfolio›$2.5M
Cooper Financial Group34,106
0.2% of portfolio›$2.5M
Convergence Financial, LLC32,716
0.3% of portfolio›$2.4M
Lynx Investment Advisory32,416
0.8% of portfolio›$2.4M
Bourgeon Capital Management LLC31,599
0.3% of portfolio›$2.3M
Choreo, LLC31,595
0.0% of portfolio›$2.3M
Covenant Asset Management, LLC31,266
0.3% of portfolio›$2.3M
VestGen Advisors, LLC31,013
0.1% of portfolio›$2.3M
Diversified Portfolios, Inc.30,971
0.2% of portfolio›$2.3M
United Community Bank30,617
0.7% of portfolio›$2.2M
Physician Wealth Solutions Inc.29,864
0.9% of portfolio›$2.2M
Wheelhouse Advisory Group LLC29,659
0.6% of portfolio›$2.2M
Capital Advisors, Ltd. LLC29,548
0.0% of portfolio›$2.2K
Waller Financial Planning Group, Inc28,587
0.4% of portfolio›$2.1M
Amicus Financial Advisors, LLC28,344
0.5% of portfolio›$2.1M
Breakwater Capital Group28,293
0.2% of portfolio›$2.1M
NBT Bank, N.A.27,837
0.1% of portfolio›$2.0M
Silvia Mccoll Wealth Management, LLC27,790
1.2% of portfolio›$2.0M
Ascent Group, LLC27,687
0.1% of portfolio›$2.0M
Ethos Capital Management, Inc.27,524
1.3% of portfolio›$2.0M
BLB&B Advisors, LLC27,139
0.1% of portfolio›$2.0M
Successful Portfolios LLC26,918
0.9% of portfolio›$2.0M
Matisse Capital26,842
0.8% of portfolio›$2.0M
Patten Group, Inc.26,030
0.3% of portfolio›$1.9M
Blueprint Investment Partners LLC25,709
0.2% of portfolio›$1.9M
CGC Financial Services, LLC25,055
0.4% of portfolio›$1.8M
Provident Wealth Management, LLC24,919
0.6% of portfolio›$1.8M
HT Partners LLC24,521
0.5% of portfolio›$1.8M
Diversify Wealth Management, LLC23,988
0.0% of portfolio›$1.8M
Diversify Advisory Services, LLC23,988
0.0% of portfolio›$1.8M
Kuhn & Co Investment Counsel23,881
1.0% of portfolio›$1.7M
Revisor Wealth Management LLC23,527
0.4% of portfolio›$1.7M
Abacus Wealth Partners, LLC23,468
0.2% of portfolio›$1.7M
TD Waterhouse Canada Inc.23,267
0.0% of portfolio›$1.7M
Pillar Financial Advisors, LLC23,069
0.9% of portfolio›$1.7M
B. Riley Wealth Advisors, Inc.22,566
0.1% of portfolio›$1.6M
Ballast Rock Private Wealth LLC22,092
0.8% of portfolio›$1.6M
Shade Tree Advisors LLC21,593
0.8% of portfolio›$1.6M
Dynamic Advisor Solutions LLC21,410
0.0% of portfolio›$1.6M
Security Financial Services, Inc.21,403
0.2% of portfolio›$1.6M
Kampmann Melissa S.21,136
1.2% of portfolio›$1.5M
Compass Financial Management LLC20,098
0.2% of portfolio›$1.5M
United Financial Planning Group LLC20,080
0.7% of portfolio›$1.5M
Adelphi Trust Co19,616
0.9% of portfolio›$1.4M
JFS Wealth Advisors, LLC19,569
0.1% of portfolio›$1.4M
Global Wealth Management Investment Advisory, Inc.19,180
0.2% of portfolio›$1.4M
Moisand Fitzgerald Tamayo, LLC18,967
0.1% of portfolio›$1.4M
Legacy Wealth Partners, LLC18,077
0.3% of portfolio›$1.3M
Independent Financial Group, LLC18,009
0.0% of portfolio›$1.3M
Quadrant Capital Group LLC17,845
0.0% of portfolio›$1.3M
GC Wealth Management RIA, LLC17,708
0.1% of portfolio›$1.3M
Prudent Investor Advisors, LLC17,653
1.0% of portfolio›$1.3M
Avidian Wealth Enterprises, LLC17,639
0.0% of portfolio›$1.3M
Mullaney, Keating & Wright, Inc.17,594
0.6% of portfolio›$1.3M
FinDec Wealth Services, Inc.17,354
1.5% of portfolio›$1.3M
Spring Capital Management, LLC17,182
0.6% of portfolio›$1.3M
BAM Wealth Management, LLC17,142
0.7% of portfolio›$1.2M
Donalies Financial Planning, LLC17,037
0.9% of portfolio›$1.2M
Busey Bank16,966
0.0% of portfolio›$1.2M
Midwest Financial Network, LLC16,940
0.8% of portfolio›$1.2M
First County Bank16,786
0.6% of portfolio›$1.2M
Five Pine Wealth Management16,731
0.7% of portfolio›$1.2M
Absolute Capital Management, LLC16,653
0.3% of portfolio›$1.2M
Caldwell Trust Co16,403
0.1% of portfolio›$1.2M
Strategic Advocates LLC16,344
4.6% of portfolio›$1.2M
Mountain Pacific Investment Advisers LLC16,320
0.2% of portfolio›$1.2M
Argonautica Private Wealth Management, Inc16,068
0.3% of portfolio›$1.2M
Oppenheimer & Co Inc16,012
0.0% of portfolio›$1.2M
Livet Wealth, LLC15,980
0.6% of portfolio›$1.2M
Uptick Partners, LLC15,794
0.2% of portfolio›$1.2M
KRM Wealth Management L.L.C.15,737
0.5% of portfolio›$1.1M
CGN Advisors LLC15,545
0.1% of portfolio›$1.1M
Evanson Financial, LLC15,307
0.1% of portfolio›$1.1M
Elevatus Welath Management14,968
0.3% of portfolio›$1.1M
International Assets Investment Management, LLC14,915
0.1% of portfolio›$1.1M
Life Planning Partners, Inc14,807
0.9% of portfolio›$1.1M
Asset Allocation & Management Company, LLC14,760
0.0% of portfolio›$1.1K
Verdence Capital Advisors LLC14,429
0.0% of portfolio›$1.1M
CFS Investment Advisory Services, LLC14,081
0.1% of portfolio›$1.0M
Amplius Wealth Advisors, LLC14,055
0.1% of portfolio›$1.0M
Koshinski Asset Management, Inc.14,024
0.1% of portfolio›$1.0M
Sheets Smith Wealth Management13,778
0.1% of portfolio›$1.0M
Eagle Global Advisors LLC13,695
0.0% of portfolio›$997.8K
Trust Co of Vermont12,742
0.0% of portfolio›$928.4K
IFP Advisors, Inc12,498
0.0% of portfolio›$910.6K
Connecticut Wealth Management, LLC12,372
0.0% of portfolio›$901.4K
Websterrogers Financial Advisors, LLC12,290
0.2% of portfolio›$895.5K
Prospera Capital Management, LLC12,257
0.2% of portfolio›$890.2K
Courage Miller Partners, LLC12,195
0.2% of portfolio›$888.5K
Kondo Wealth Advisors, Inc.12,004
0.3% of portfolio›$874.7K
M Holdings Securities, Inc.11,988
0.0% of portfolio›$888
Guidance Capital, Inc11,951
0.2% of portfolio›$885.7K
Cypress Wealth Services, LLC11,689
0.1% of portfolio›$850.5K
Outlook Wealth Advisors, LLC11,640
0.2% of portfolio›$848.1K
RFG Advisory, LLC11,506
0.0% of portfolio›$838.4K
Seros Financial, LLC11,490
0.4% of portfolio›$837.1K
Meridian Wealth Management, LLC11,272
0.0% of portfolio›$824.5K
Market Street Wealth Management Advisors LLC11,257
0.1% of portfolio›$820.2K
Asset Allocation Strategies LLC11,219
0.1% of portfolio›$817.4K
First Community Trust NA11,181
0.3% of portfolio›$814.6K
Family Wealth Partners, LLC11,055
0.2% of portfolio›$805.5K
Carmel Capital Partners, LLC10,873
0.3% of portfolio›$792.2K
Welch & Forbes LLC10,734
0.0% of portfolio›$782.1K
Bank of Stockton10,406
0.2% of portfolio›$758.2K
Laurel OAK Wealth Management, LLC10,344
0.1% of portfolio›$753.6K
JIM Saulnier & Associates, LLC9,980
0.3% of portfolio›$727.2K
Mascagni Wealth Management, Inc.9,867
0.4% of portfolio›$718.9K
Pinnacle Bancorp, Inc.9,761
0.2% of portfolio›$711.2K
Private Wealth Group, LLC9,597
0.3% of portfolio›$699.2K
InvesTrust9,586
0.3% of portfolio›$698.4K
Frank, Rimerman Advisors LLC9,415
0.0% of portfolio›$686.0K
Lighthouse Wealth Management Inc.9,239
0.4% of portfolio›$673.1K
Creative Financial Designs Inc8,911
0.0% of portfolio›$649.2K
Powers Advisory Group, LLC8,867
0.2% of portfolio›$646.1K
Ashton Thomas Securities, LLC8,763
0.1% of portfolio›$638.5K
Heritage Investors Management Corp8,551
0.0% of portfolio›$623
WBH Advisory Inc8,324
0.0% of portfolio›$606.5K
Cadent Capital Advisors, LLC8,321
0.1% of portfolio›$606.2K
CogentBlue Wealth Advisors, LLC8,234
0.6% of portfolio›$599.9K
WPG Advisers, LLC8,154
0.3% of portfolio›$594.1K
Ramiah Investment Group8,140
0.5% of portfolio›$593.1K
Clear Wave Wealth Management LLC8,140
0.1% of portfolio›$593.0K
Signal Advisors Wealth, LLC8,068
0.0% of portfolio›$587.9K
Mesirow Financial Investment Management, Inc.8,042
0.0% of portfolio›$585.9K
W.H. Cornerstone Investments Inc.8,014
0.3% of portfolio›$583.9K
Delta Financial Advisors LLC7,895
0.1% of portfolio›$575.2K
Innovative Wealth Building LLC7,833
0.3% of portfolio›$573.5K
Arbor Wealth Advisors LLC7,812
0.4% of portfolio›$569.2K
Alamar Capital Management, LLC7,757
0.3% of portfolio›$565.2K
Eagle Bay Advisors LLC7,701
0.4% of portfolio›$561.1K
Private Trust Co NA7,626
0.0% of portfolio›$555.6K
Bank of New Hampshire7,576
0.1% of portfolio›$552.0K
Wealthcare Advisory Partners LLC7,521
0.0% of portfolio›$548.0K
Wealth Management Nebraska7,417
0.0% of portfolio›$540.4K
Brighton Jones LLC7,364
0.0% of portfolio›$536.6K
Platform Technology Partners7,309
0.1% of portfolio›$532.6K
SAX Wealth Advisors, LLC7,159
0.0% of portfolio›$521.6K
Arlington Financial Advisors, LLC7,140
0.1% of portfolio›$520.2K
Sonata Capital Group Inc7,068
0.2% of portfolio›$515.0K
Inlight Wealth Management, LLC7,061
0.1% of portfolio›$514.5K
First Citizens Financial Corp7,023
0.2% of portfolio›$511.7K
Kanawha Capital Management LLC6,911
0.0% of portfolio›$503.5K
Keybank National Association6,847
0.0% of portfolio›$498.9K
SeaCrest Wealth Management, LLC6,750
0.1% of portfolio›$491.8K
Global Financial Private Client, LLC6,693
0.1% of portfolio›$487.7K
Capital Investment Services of America, Inc.6,575
0.0% of portfolio›$479.1K
Chapin Davis, Inc.6,537
0.1% of portfolio›$476.3K
Bond & Devick Financial Network, Inc.6,502
0.1% of portfolio›$473.7K
Andrews, Lucia Wealth Management LLC6,431
0.3% of portfolio›$468.6K
Barrett & Company, Inc.6,393
0.1% of portfolio›$465.8K
Capital Advisors Wealth Management, LLC6,362
0.1% of portfolio›$463.5K
CWA Asset Management Group, LLC6,338
0.0% of portfolio›$461.8K
Allen Investment Management, LLC6,198
0.0% of portfolio›$451.6K
McAdam, LLC6,188
0.0% of portfolio›$450.9K
XY Planning Network, Inc.6,150
0.0% of portfolio›$448.1K
Kingswood Wealth Advisors, LLC6,118
0.0% of portfolio›$445.8K
Folger Nolan Fleming Douglas Capital Management, Inc6,020
0.0% of portfolio›$438.6K
Pearl Planning LLC5,934
0.2% of portfolio›$432.4K
Walkner Condon Financial Advisors LLC5,919
0.0% of portfolio›$431.3K
MeadowBrook Investment Advisors LLC5,905
0.4% of portfolio›$453.7K
Southland Equity Partners LLC5,859
0.1% of portfolio›$426.9K
Brookmont Capital Management5,844
0.2% of portfolio›$425.8K
Traveka Wealth, LLC5,829
0.1% of portfolio›$424.7K
Aprio Wealth Management, LLC5,829
0.0% of portfolio›$424.7K
Breakwater Investment Management5,777
0.1% of portfolio›$420.9K
Northwest Wealth Management, LLC5,719
0.1% of portfolio›$416.7K
Montz Harcus Wealth Management LLC5,705
0.1% of portfolio›$415.7K
Acorn Wealth Advisors, LLC5,611
0.1% of portfolio›$408.8K
Nestegg Advisors, Inc.5,609
0.3% of portfolio›$408.7K
Independent Wealth Network Inc.5,600
0.1% of portfolio›$408.0K
Tcfg Investment Advisors, LLC5,568
0.1% of portfolio›$405.7K
Mogy Joel R Investment Counsel Inc5,550
0.0% of portfolio›$404.4K
Allen Mooney & Barnes Investment Advisors LLC5,475
0.1% of portfolio›$398.9K
Private Management Group Inc5,449
0.0% of portfolio›$397.0K
Trilogy Capital Inc.5,422
0.0% of portfolio›$395.1K
EnRich Financial Partners LLC5,328
0.1% of portfolio›$388.2K
Duncker Streett & Co Inc5,312
0.1% of portfolio›$387.0K
Indiana Trust & Investment Management Co5,300
0.1% of portfolio›$386.2K
Madden Securities Corp5,255
0.1% of portfolio›$382.9K
Stanley-Laman Group, Ltd.5,222
0.0% of portfolio›$408.9K
Rockwood Wealth Management, LLC5,199
0.0% of portfolio›$378.8K
Thrive Capital Management, LLC5,187
0.1% of portfolio›$377.9K
Wedbush Securities Inc5,118
0.0% of portfolio›$373
BridgePort Financial Solutions, LLC5,025
0.1% of portfolio›$366.1K
LaFleur & Godfrey LLC5,003
0.0% of portfolio›$364.5K
MKT Advisors LLC4,983
0.1% of portfolio›$363.6K
Focus Financial Network, Inc.4,972
0.0% of portfolio›$362.3K
Split Rock Private Trading & Wealth Management, LLC4,955
0.2% of portfolio›$361.0K
New Covenant Trust Company, N.A.4,922
0.2% of portfolio›$358.6K
SilverOak Wealth Management LLC4,835
0.0% of portfolio›$352.3K
WoodTrust Financial Corp4,832
0.0% of portfolio›$352
Center For Asset Management LLC4,810
0.2% of portfolio›$350.5K
Idaho Trust Co4,778
0.1% of portfolio›$348.1K
KPP Advisory Services LLC4,732
0.1% of portfolio›$344.8K
Wesbanco Bank Inc4,646
0.0% of portfolio›$338.5K
S.A. Mason LLC4,641
0.1% of portfolio›$338.1K
Heartwood Wealth Advisors LLC4,541
0.0% of portfolio›$330.9K
Valpey Financial Services, LLC4,496
0.2% of portfolio›$327.6K
Kestra Investment Management, LLC4,407
0.0% of portfolio›$321.1K
Grimes & Co Wealth Management, LLC4,394
0.0% of portfolio›$320.1K
Maia Wealth LLC4,277
0.0% of portfolio›$311.6K
Omni 360 Wealth, Inc.4,197
0.1% of portfolio›$305.8K
Bath Savings Trust Co4,163
0.0% of portfolio›$303.3K
Leading Edge Financial Planning LLC4,137
0.1% of portfolio›$301.4K
RF&L Wealth Management, LLC4,045
0.2% of portfolio›$294.7K
PKS Advisory Services, LLC3,993
0.0% of portfolio›$306.3K
Crestwood Advisors Group, LLC3,986
0.0% of portfolio›$290.4K
Gibraltar Capital Management, Inc.3,830
0.0% of portfolio›$279.1K
WealthPoint Financial, LLC3,829
0.2% of portfolio›$279.0K
Friday Financial3,823
0.1% of portfolio›$278.3K
Archford Capital Strategies, LLC3,814
0.0% of portfolio›$277.9K
LifeSteps Financial, Inc.3,782
0.1% of portfolio›$275.6K
Jones Kertz & Associates, Inc.3,738
0.1% of portfolio›$272.4K
SWP Financial LLC3,687
0.1% of portfolio›$268.6K
Radnor Capital Management, LLC3,662
0.0% of portfolio›$266.8K
Uncommon Cents Investing Inc3,645
0.1% of portfolio›$265.6K
Apollon Wealth Management, LLC3,597
0.0% of portfolio›$262.1K
Foundation Wealth Management, Llc\pa3,568
0.1% of portfolio›$260.0K
CRA Financial Services, LLC3,563
0.0% of portfolio›$259.6K
HF Advisory Group, LLC3,556
0.1% of portfolio›$259.1K
Capital Square, LLC3,505
0.1% of portfolio›$255.4K
Capital Investment Advisory Services, LLC3,489
0.0% of portfolio›$254.2K
TFB Advisors LLC3,471
0.1% of portfolio›$252.9K
Flywheel Private Wealth LLC3,433
0.1% of portfolio›$250.1K
Refined Wealth Management3,414
0.1% of portfolio›$248.7K
Great Waters Wealth Management3,406
0.0% of portfolio›$248.2K
Echo Wealth Management, LLC3,379
0.1% of portfolio›$246.2K
Prudent Man Advisors, LLC3,378
0.1% of portfolio›$246.1K
Sepio Capital, LP3,320
0.0% of portfolio›$241.9K
Horst & Graben Wealth Management LLC3,319
0.0% of portfolio›$241.8K
Integrated Wealth Management3,190
0.2% of portfolio›$232.4K
Concord Wealth Partners3,184
0.0% of portfolio›$232.0K
Townsend Financial Planning, LLC3,168
0.2% of portfolio›$230.8K
Baker Tilly Wealth Management, LLC3,125
0.0% of portfolio›$227.7K
Capital Asset Advisory Services LLC3,122
0.0% of portfolio›$231.2K
Larson Financial Group LLC3,083
0.0% of portfolio›$224.6K
Elevate Wealth Advisory, Inc3,049
0.1% of portfolio›$222.2K
Ignite Planners, LLC3,014
0.0% of portfolio›$219.6K
AMG National Trust Bank2,995
0.0% of portfolio›$218.2K
Stonebridge Financial Group, LLC2,974
0.0% of portfolio›$216.7K
Salem Investment Counselors Inc2,970
0.0% of portfolio›$216.4K
Robinswood Financial LLC2,959
0.1% of portfolio›$216.9K
Golden State Wealth Management, LLC2,955
0.0% of portfolio›$215.3K
FFG Retirement Advisors LLC2,934
0.1% of portfolio›$213.8K
BNC Wealth Management, LLC2,931
0.0% of portfolio›$213.6K
Mine & Arao Wealth Creation & Management, Llc.2,929
0.1% of portfolio›$213.4K
PUREfi Wealth, LLC2,884
0.1% of portfolio›$210.1K
Robertson Stephens Wealth Management, LLC2,874
0.0% of portfolio›$209.4K
Murphy & Mullick Capital Management Corp2,864
0.1% of portfolio›$206.8K
CWS Financial Advisors, LLC2,863
0.0% of portfolio›$208.6K
RCS Financial Planning, LLC2,849
0.1% of portfolio›$207.6K
Transcendent Capital Group LLC2,810
0.1% of portfolio›$204.7K
United Advisor Group, LLC2,795
0.0% of portfolio›$203.6K
Tennessee Valley Asset Management Partners2,765
0.0% of portfolio›$201.5K
Infinity Wealth Counsel, LLC2,760
0.2% of portfolio›$201.1K
TrueWealth Advisors, LLC2,756
0.0% of portfolio›$200.8K
rebel Financial LLC2,751
0.1% of portfolio›$200.4K
Buck Wealth Strategies, LLC2,624
0.0% of portfolio›$191.2K
3 Factor Indexing, LLC2,589
0.2% of portfolio›$188.6K
Glass Jacobson Investment Advisors llc2,500
0.1% of portfolio›$182.1K
Kennebec Savings Bank2,436
0.1% of portfolio›$177.5K
John Boyer, Inc.2,430
0.1% of portfolio›$177.0K
Markowski Investments2,369
0.0% of portfolio›$172.6K
Redwood Park Advisors LLC2,352
0.1% of portfolio›$171.4K
SBI Securities Co., Ltd.2,307
0.0% of portfolio›$168.1K
Beacon Financial Strategies Corp2,305
0.1% of portfolio›$167.9K
Root Financial Partners, LLC2,283
0.0% of portfolio›$166.3K
Richardson Financial Services Inc.2,233
0.1% of portfolio›$162.7K
Raleigh Capital Management Inc.2,184
0.0% of portfolio›$159.2K
Smallwood Wealth Investment Management, LLC2,074
0.1% of portfolio›$151.1K
Cape Investment Advisory, Inc.1,990
0.0% of portfolio›$145.0K
Reap Financial Group, LLC1,809
0.0% of portfolio›$131.8K
Silver Grove Financial Group, Inc.1,634
0.1% of portfolio›$119.1K
West Paces Advisors Inc.1,593
0.0% of portfolio›$116.1K
Pacifica Partners Inc.1,529
0.0% of portfolio›$111.3K
Elevation Wealth Partners, LLC1,440
0.0% of portfolio›$104.9K
Tompkins Financial Corp1,426
0.0% of portfolio›$103.9K
McCarley & Cook Financial Planners1,410
0.1% of portfolio›$102.7K
Blume Capital Management, Inc.1,400
0.0% of portfolio›$102.0K
Kelleher Financial Advisors1,335
0.0% of portfolio›$97.3K
Grey Ledge Advisors, LLC1,257
0.0% of portfolio›$91.6K
Latitude Advisors, LLC1,214
0.0% of portfolio›$88.5K
Abound Wealth Management1,167
0.0% of portfolio›$85.1K
Pinnacle Wealth Planning Services, Inc.1,154
0.0% of portfolio›$84.1K
Montag A & Associates Inc1,091
0.0% of portfolio›$79.5K
Archer Investment Corp1,047
0.0% of portfolio›$76.3K
Cedar Mountain Advisors, LLC1,010
0.0% of portfolio›$73.6K
North Star Investment Management Corp.987
0.0% of portfolio›$71.9K
Planning Strategies Inc.981
0.0% of portfolio›$71.5K
Cherry Tree Wealth Management, LLC894
0.0% of portfolio›$65.1K
Princeton Global Asset Management LLC817
0.0% of portfolio›$59.5K
Kingdom Financial Group Llc.810
0.0% of portfolio›$59.0K
Physician Wealth Advisors, Inc.682
0.0% of portfolio›$49.7K
Evolution Wealth Management Inc.677
0.0% of portfolio›$49.3K
KFG LLC670
0.0% of portfolio›$48.8K
Pittenger & Anderson Inc650
0.0% of portfolio›$47.4K
Harbor Investment Advisory, LLC633
0.0% of portfolio›$46.1K
Pioneer Family Office, LLC627
0.0% of portfolio›$45.7K
AlphaCore Capital LLC581
0.0% of portfolio›$42.3K
Cullen T Bankers, Inc.552
0.0% of portfolio›$40.2K
GK Wealth Management LLC549
0.0% of portfolio›$40.0K
Laurel Wealth Advisors LLC543
0.0% of portfolio›$39.6K
Signature Equity Partners, LLC533
0.0% of portfolio›$38.8K
Asset Dedication, LLC484
0.0% of portfolio›$35.3K
Bangor Savings Bank465
0.0% of portfolio›$33.9K
Birchbrook, Inc.441
0.0% of portfolio›$32.2K
Coastline Trust Co434
0.0% of portfolio›$31.6K
Trust Co of Toledo NA400
0.0% of portfolio›$29.1K
Brown, Lisle Ings, Inc.400
0.0% of portfolio›$29.1K
Blue Trust, Inc.371
0.0% of portfolio›$27.0K
DT Investment Partners, LLC369
0.0% of portfolio›$26.9K
Hurley Capital, LLC341
0.0% of portfolio›$24.8K
Monetary Solutions, Ltd313
0.0% of portfolio›$22.8K
Birch Financial Group, LLC278
0.0% of portfolio›$20.3K
Financial Consulate, Inc250
0.0% of portfolio›$18.2K
Thurston, Springer, Miller, Herd & Titak, Inc.231
0.0% of portfolio›$16.8K
Networth Advisors, LLC226
0.0% of portfolio›$16.4K
Valley National Advisers Inc225
0.0% of portfolio›$16.4K
Sfam, LLC210
0.0% of portfolio›$15.3K
High Point Wealth Management, LLC193
0.0% of portfolio›$14.1K
Transce3nd, LLC185
0.0% of portfolio›$13.6K
Valley Wealth Managers, Inc.182
0.0% of portfolio›$13.3K
Tradewinds Capital Management, LLC177
0.0% of portfolio›$12.9K
Cassaday & Co Wealth Management LLC164
0.0% of portfolio›$11.9K
Pflug Koory, LLC157
0.0% of portfolio›$11.4K
Hazlett, Burt & Watson, Inc.155
0.0% of portfolio›$11
Balentine LLC138
0.0% of portfolio›$10.1K
Key FInancial Inc132
0.0% of portfolio›$9.6K
Clark Wealth Partners126
0.0% of portfolio›$9.2K
Richards, Merrill & Peterson, Inc.122
0.0% of portfolio›$8.9K
CX Institutional121
0.0% of portfolio›$9
Maseco LLP119
0.0% of portfolio›$8.7K
Salomon & Ludwin, LLC104
0.0% of portfolio›$7.6K
Quest 10 Wealth Builders, Inc.99
0.0% of portfolio›$7.2K
Covestor Ltd97
0.0% of portfolio›$7
Investors Research Corp84
0.0% of portfolio›$6.1K
DecisionPoint Financial, LLC82
0.0% of portfolio›$6.0K
Quaker Wealth Management, LLC79
0.0% of portfolio›$5.8K
Arlington Trust Co LLC76
0.0% of portfolio›$5.5K
Gilpin Wealth Management, LLC54
0.0% of portfolio›$3.9K
Legacy Bridge, LLC50
0.0% of portfolio›$3.6K
Blueline Advisors LLC44
0.0% of portfolio›$3.2K
Avion Wealth43
0.0% of portfolio›$3
Vima LLC40
0.0% of portfolio›$2.9K
Lodestone Wealth Management LLC38
0.0% of portfolio›$2.8K
Comprehensive Financial Planning, Inc.37
0.0% of portfolio›$2.7K
Eukles Asset Management29
0.0% of portfolio›$2.1K
Advocate Investing Services LLC28
0.0% of portfolio›$2.0K
Armstrong Advisory Group, Inc17
0.0% of portfolio›$1.2K
Clayton Financial Group LLC15
0.0% of portfolio›$1.1K
Trust Co3
0.0% of portfolio›$219
MB, Levis & Associates, LLC0
0.0% of portfolio›$18
Tounjian Advisory Partners, LLC0
0.0% of portfolio›$20
Foresight Capital Management Advisors, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
True Link Financial Advisors, LLC
5,985,616$436.1M25.1%ETFLowSan Francisco, CA2026-10-27
Retirement Investment Advisors, Inc.
1,982,075$144.4M10.1%ETFVery LowOklahoma City, OK2026-10-22
Creative Planning
1,837,343$133.9M0.1%IndexVery LowOverland Park, KS2026-11-02
Truist Financial Corp
1,355,844$98.8M0.1%CoreLowCharlotte, NC2026-10-30
Assetmark, Inc
1,311,947$95.6M0.2%ETFLowConcord, CA2026-10-21
Citizens Financial Group Inc
1,275,891$93.0M1.1%GrowthLowProvidence, RI2026-10-23
Mather Group, Llc.
1,268,129$92.4M0.8%ETFMediumChicago, IL2026-10-14
Commonwealth Equity Services, LLC
1,221,581$89.0M0.1%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
1,063,631$77.5K0.0%ETFLowFairfield, IA2026-11-02
Family Investment Center, Inc.
1,014,673$73.9M12.2%ETFMediumSaint Joseph, MO2026-10-19
Allied Investment Advisors, LLC
896,849$65.3M6.2%ValueLowBillings, MT2026-10-13
Discipline Wealth Solutions, LLC
884,674$64.5M5.6%ETFLowGreenville, SC2026-10-14
Wealth Enhancement Advisory Services, LLC
877,832$64.1M0.1%CoreLowPlymouth, MN2026-10-13
Cannon Financial Strategists, Inc.
746,972$54.4M6.2%ETFVery LowAthens, GA2026-10-19
Cranbrook Wealth Management, LLC
743,629$54.2M10.2%ETFVery LowBloomfield Hills, MI2026-10-28
Verus Financial Partners, Inc.
720,389$52.5M4.5%ETFVery LowRichmond, VA2026-10-29
Scott Capital Advisors, LLC
705,655$51.4M7.4%ETFVery LowPortland, OR2026-10-13
BCM Advisors, LLC
684,542$50.9M9.9%ETFLowLafayette, LA2026-11-03
Willow Creek Wealth Management Inc.
667,723$48.7M3.2%ETFVery LowSebastopol, CA2026-10-26
Daymark Wealth Partners, LLC
641,622$46.7M1.1%CoreLowCincinnati, OH2026-11-04
LVW Advisors, LLC
622,152$45.3M3.8%CoreMediumPittsford, NY2026-10-19
Pinkerton Wealth, LLC
563,665$41.1M6.4%CoreHighCoeur D Alene, ID2026-10-29
True Freedom Investing, LLC
546,227$39.8M6.2%CoreHighCoeur D'Alene, ID2026-10-29
BetterWealth, LLC
544,736$39.7M6.7%ETFVery LowSan Jose, CA2026-10-15
Lodestar Private Asset Management LLC
538,247$39.2M3.4%ETFLowAlamo, CA2026-10-26
Midwest Trust Co
534,376$38.9M0.4%CoreLowOverland Park, KS2026-10-22
Farmers & Merchants Trust Co of Chambersburg PA
532,552$38.8K0.1%GARPLowChambersburg, PA2026-10-14
Farther Finance Advisors, LLC
512,588$37.3M0.3%IndexLowSan Francisco, CA2026-10-08
Cornerstone Planning Group LLC
511,983$37.3M4.6%ETFMediumFairfield, NJ2026-10-16
Badgley Phelps Wealth Managers, LLC
499,862$36.4M0.6%GrowthVery LowSeattle, WA2026-10-22
Franklin, Parlapiano, Turner & Welch, LLC
498,050$36.3M8.1%CoreLowHouston, TX2026-10-30
Gordian Advisors LLC
470,156$34.3M20.4%ETFVery LowTucson, AZ2026-10-30
Brighton Securities Corp.
464,181$33.8M14.2%ETFVery LowRochester, NY2026-10-08
Greenup Street Wealth Management LLC
460,436$33.5M4.1%ETFMediumOverland Park, KS2026-10-28
Avior Wealth Management, LLC
454,475$33.1M0.9%ETFMediumOmaha, NE2026-10-13
Fifth Third Securities, Inc.
440,071$32.1M1.6%ETFLowCincinnati, OH2026-10-21
Southern Michigan Bank & Trust
437,396$31.9M11.4%ETFLowColdwater, MI2026-10-19
Grey Fox Wealth Advisors, LLC
416,118$30.3M4.5%ETFLowRockland, DE2026-11-03
Prime Capital Investment Advisors, LLC
413,823$30.2M0.3%ETFLowOverland Park, KS2026-10-20
Ballentine Capital Advisors, Inc
412,156$30.0M11.3%ETFVery LowGreenville, SC2026-10-14
Brown Wealth Management, LLC
411,436$30.0M6.6%ETFMediumNaperville, IL2026-10-20
Compass Planning Associates Inc
405,761$29.6M15.5%ETFVery LowGreenfield, MA2026-10-13
Bernardo Wealth Planning LLC
400,160$29.2M2.5%ETFVery LowHarleysville, PA2026-10-23
Austin Asset Management Co Inc
394,166$28.7M3.8%ETFVery LowAustin, TX2026-10-29
Fonville Wealth Management LLC
384,642$28.0M4.2%ETFVery LowRichmond, VA2026-10-28
Hoge Financial Services, LLC
384,438$28.0M13.2%ETFVery LowCanonsburg, PA2026-11-05
Modera Wealth Management, LLC
381,036$27.8M0.3%ETFVery LowWestwood, NJ2026-10-28
Everhart Financial Group, Inc.
368,484$26.8M1.7%ETFLowDublin, OH2026-10-08
Keyes, Stange & Wooten Wealth Management, LLC
333,805$24.3M11.4%ETFVery LowDaytona Beach, FL2026-11-03
Rosenberg Matthew Hamilton
333,614$24.3M4.4%ETFVery LowGrand Junction, CO2026-10-05
Clark Asset Management, LLC
306,347$22.3M1.6%ETFVery LowStratham, NH2026-10-19
Brewster Financial Planning LLC
302,532$22.0M12.1%ETFVery LowBrooklyn, NY2026-10-13
First Merchants Corp
302,029$22.0M0.7%GrowthLowMuncie, IN2026-10-15
Human Investing LLC
292,329$21.3M2.7%ETFVery LowLake Oswego, OR2026-10-19
Principal Financial Group Inc
282,651$20.6M0.0%CoreLowDes Moines, IA2026-11-02
Ashton Thomas Private Wealth, LLC
281,608$20.5M0.4%CoreMediumScottsdale, AZ2026-11-03
Parkside Financial Bank & Trust
276,414$20.1M1.3%CoreVery LowSaint Louis, MO2026-10-27
Darrow Company, Inc.
268,074$19.5M7.8%ETFVery LowNeedham, MA2026-10-22
MBA Advisors LLC
265,230$19.3M6.3%ETFLowHermitage, PA2026-10-29
Beacon Capital Management, Inc.
259,480$18.9M1.2%ETFMediumDayton, OH2026-10-13
Kestra Advisory Services, LLC
252,397$18.4M0.1%CoreLowAustin, TX2026-11-02
Lido Advisors, LLC
252,170$18.4M0.0%GrowthLowLos Angeles, CA2026-11-04
San Luis Wealth Advisors LLC
250,760$18.3M2.7%CoreMediumSan Luis Obispo, CA2026-10-27
TCI Wealth Advisors, Inc.
241,997$17.6M0.7%ETFLowTucson, AZ2026-10-30
Cambridge Capital Management, LLC
241,607$17.6M6.7%ETFVery LowO'Fallon, IL2026-10-19
MGO One Seven LLC
237,607$17.3M0.3%GrowthLowBeachwood, OH2026-10-28
Gamma Investing LLC
235,555$17.2M0.6%IndexVery LowFoster City, CA2026-10-08
Boyd Wealth Management, LLC
228,490$16.6M5.8%ETFMediumSacramento, CA2026-10-20
Neumann Capital Management, LLC
224,711$16.4M4.2%GrowthVery LowFoster City, CA2026-10-15
Bokf, NA
220,509$16.1M0.2%CoreLowTulsa, OK2026-10-27
Fiduciary Financial Group, LLC
218,575$15.9M1.9%ETFLowSan Rafael, CA2026-10-13
Davenport & Co LLC
215,699$15.7M0.1%CoreMediumRichmond, VA2026-10-14
Associated Banc-Corp
206,874$15.1M0.4%CoreLowGreen Bay, WI2026-10-30
Apella Capital, LLC
200,243$14.6M0.2%ETFVery LowWest Hartford, CT2026-10-08
Vertrix Wealth Management, LLC
199,160$14.5M5.0%CoreMediumTroy, MI2026-10-13
Montecito Bank & Trust
195,276$14.2M2.2%GrowthVery LowSanta Barbara, CA2026-10-01
FC Advisory LLC
191,307$13.9M3.7%ETFVery LowWest Chester, PA2026-10-05
City State Bank
187,772$13.7M3.1%GrowthVery LowNorwalk, IA2026-10-20
Brookstone Capital Management
184,222$13.4M0.1%ETFMediumWheaton, IL2026-10-22
Cornerstone Wealth Management, LLC
183,124$13.3M0.6%ETFVery LowSt. Peters, MO2026-11-04
Frankly Finances, LLC
177,576$12.9M10.1%ETFVery LowWinter Park, FL2026-10-28
Concurrent Investment Advisors, LLC
171,886$12.5M0.1%GrowthMediumTampa, FL2026-10-16
Nisa Investment Advisors, LLC
171,399$12.5M0.0%IndexVery LowSt. Louis, MO2026-10-20
Conrad Siegel Investment Advisors, Inc.
169,201$12.3M2.0%ETFLowHarrisburg, PA2026-10-08
Mustard Seed Financial, LLC
167,068$12.2M6.2%ETFLowMagnolia, AR2026-10-30
Integrity Advisory Solutions, LLC
166,332$12.1M1.3%ETFMediumDallas, TX2026-10-29
Retirement Planning Group, LLC
164,484$12.0M0.3%ETFVery LowLeawood, KS2026-10-19
Equity Wealth Partners, LLC
162,000$11.8M3.9%ETFVery LowIndependence, MO2026-10-26
Sterling Financial Planning, Inc.
161,978$11.8M3.2%ETFVery LowSparta, NJ2026-10-28
Keudell ison Wealth Management
159,401$11.6M2.1%ETFMediumSalem, OR2026-10-16
Clarity Wealth Advisors, LLC
157,781$11.5M2.0%ETFVery LowSan Jose, CA2026-10-21
Stephenson & Company, Inc.
154,161$11.2M5.1%ETFVery LowSan Clemente, CA2026-10-30
Sigma Planning Corp
154,084$11.2M0.3%GrowthMediumAnn Arbor, MI2026-10-23
Hurlow Wealth Management Group, Inc.
151,595$11.0M2.3%ETFVery LowBloomington, IN2026-10-29
Clarity Asset Management, Inc.
150,439$11.0M5.4%ETFHighAmes, IA2026-10-14
Fund Evaluation Group, LLC
150,082$10.9M0.3%ETFLowCincinnati, OH2026-11-05
Safir Wealth Advisors, LLC
148,973$10.9M6.9%ETFVery LowGreenland, NH2026-10-16
Mission Wealth Management, LP
148,625$10.8M0.2%ETFLowSanta Barbara, CA2026-10-15
Atria Investments, Inc
148,461$10.8M0.1%CoreMediumCharlotte, NC2026-10-15
Go Invest LLC
147,269$10.7M2.3%ETFN/AWest Jordan, UT2026-10-09
TD Private Client Wealth LLC
142,113$10.4M0.2%ETFLowNew York, NY2026-10-28
IFG Advisors, LLC
140,985$10.3M1.4%ETFVery LowSt. Louis, MO2026-10-15
Avantax Planning Partners, Inc.
139,512$10.2M0.3%ETFLowDubuque, IA2026-11-03
SigFig Wealth Management, LLC
139,010$10.1M0.3%ETFLowSan Francisco, CA2026-10-07
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
138,942$10.1M0.5%ETFMediumWestlake, OH2026-10-14
Galvin, Gaustad & Stein, LLC
132,961$9.7M0.7%CoreMediumScottsdale, AZ2026-10-08
Burney Co/
132,212$9.6M0.3%GARPMediumReston, VA2026-10-15
D.A. Davidson & Co.
130,233$9.5M0.1%CoreLowGreat Falls, MT2026-10-28
Kestra Private Wealth Services, LLC
127,838$9.3M0.1%GrowthLowAustin, TX2026-10-30
Wealth Enhancement Trust Services, Inc.
125,345$9.1M1.0%GrowthMediumSioux Falls, SD2026-10-07
EverSource Wealth Advisors, LLC
124,574$9.1M0.3%CoreMediumBirmingham, AL2026-11-04
Patton Albertson Miller Group, LLC
119,704$8.7M0.9%CoreLowChattanooga, TN2026-10-26
VCI Wealth Management LLC
116,941$8.5M2.0%CoreHighSt Louis, MO2026-10-29
Verde Capital Management
116,324$8.5M1.5%ETFLowClarkston, MI2026-10-28
Orrstown Financial Services Inc
113,040$8.2M1.2%ETFLowHarrisburg, PA2026-10-14
Hohimer Wealth Management, LLC
111,030$8.1M0.8%CoreHighSeattle, WA2026-11-04
Consilium Wealth Advisory, LLC
109,923$8.0M2.4%GrowthLowFrisco, TX2026-10-14
Cutler Investment Counsel LLC
109,076$7.9M0.8%CoreLowJacksonville, OR2026-10-28
New Hampshire Trust
108,630$7.9M1.5%CoreLowConcord, NH2026-10-20
Kroeger Financial Partners
107,375$7.8M7.8%ETFN/AGrass Valley, CA2026-10-19
Bay Capital Advisors, LLC
105,731$7.7M4.1%ETFLowVirginia Beach, VA2026-10-16
Vise Technologies, Inc.
105,420$7.7M0.1%IndexLowNew York, NY2026-10-29
Genesis Private Wealth, LLC
105,407$7.7M2.2%ETFLowAshburn, VA2026-11-02
Intergy Private Wealth, LLC
101,867$7.4M1.7%ETFVery LowColorado Springs, CO2026-10-16
First Heartland Consultants, Inc.
97,599$7.1M0.5%ETFMediumLake St. Louis, MO2026-10-08
MFA Wealth Advisors, LLC
92,561$6.7M1.1%ETFMediumPittsburgh, PA2026-10-07
Certified Advisory Corp
91,442$6.7M0.6%ETFLowAltamonte Springs, FL2026-10-29
Bay Harbor Wealth Management, LLC
89,629$6.5M1.5%ETFMediumHunt Valley, MD2026-11-03
Clarity Capital Advisors, LLC
88,718$6.5M2.7%ETFVery LowLakewood Ranch, FL2026-10-27
Wealth Advisory Team LLC
87,483$6.4M5.2%ETFN/ABellevue, KY2026-11-05
Sagace Wealth Management LLC
87,255$6.4M3.9%ETFLowSt. Petersburg, FL2026-10-28
Rossby Financial, LCC
86,510$6.3M0.9%ETFMediumMelbourne, FL2026-11-05
Arcataur Capital Management LLC
86,480$6.3M1.6%ETFVery LowMilwaukee, WI2026-10-21
Citigroup Inc
85,699$6.2M0.0%CoreMediumNew York, NY2026-11-04
StoneX Group Inc.
84,989$6.2M0.2%ETFMediumNew York, NY2026-11-03
MassMutual Private Wealth & Trust, FSB
84,950$6.2M0.2%CoreLowSpringfield, MA2026-10-05
Secure Asset Management, LLC
83,893$6.1M0.8%GrowthMediumTroy, MI2026-10-19
Jacobsen Capital Management
81,290$5.9M1.7%ETFLowSalt Lake City, UT2026-10-27
Leeward Financial Partners, LLC
81,184$5.9M1.5%GrowthMediumBellevue, WA2026-10-23
IFC & Insurance Marketing, Inc.
80,428$5.9M5.0%ETFHighAuburn, CA2026-10-16
Park National Corp
79,879$5.8M0.2%CoreLowNewark, OH2026-10-05
Sunesis Advisors, LLC
77,856$5.7M2.9%ETFLowOverland Park, KS2026-10-26
Prospera Financial Services Inc
77,783$5.8M0.1%CoreMediumDallas, TX2026-11-04
Cornerstone National Bank & Trust Co
75,968$5.5M1.8%ETFMediumPalatine, IL2026-10-20
Ejmk Ventures LLC
75,098$5.5M2.3%GrowthMediumItasca, IL2026-10-21
Lionshead Wealth Management, LLC
73,855$5.4M3.6%ETFLowNew York, NY2026-10-21
Tenet Wealth Partners, LLC
73,372$5.3M3.8%ETFN/AChampaign, IL2026-10-19
PFG Advisors
73,243$5.3M0.3%ETFMediumPhoenix, AZ2026-10-16
Planned Solutions, Inc.
72,079$5.3M1.4%ETFLowFolsom, CA2026-10-19
Ironwood Financial, llc
71,426$5.2M0.8%ETFLowTucson, AZ2026-10-20
Harbour Trust & Investment Management Co
67,073$4.9M0.5%GrowthLowMichigan City, IN2026-10-28
CoreCap Advisors, LLC
65,376$4.8M0.1%ETFMediumSouthfield, MI2026-10-08
Pacific Capital Wealth Advisors, Inc.
63,865$4.7M0.7%ETFLowCorona, CA2026-10-22
HUB Investment Partners, LLC
63,344$4.6M0.1%GrowthLowAustin, TX2026-11-03
Integrated Advisors Network LLC
61,574$4.5M0.2%GrowthMediumDallas, TX2026-10-20
Tritonpoint Wealth, LLC
60,099$4.4M0.4%CoreLowChevy Chase, MD2026-10-19
Professional Financial Advisors, LLC
59,866$4.4M0.7%ETFMediumNorth Platte, NE2026-10-13
Meridian Financial Partners LLC
59,388$4.4M1.4%GrowthLowWarrenton, VA2026-10-23
Phillips Financial Management, LLC
58,173$4.2M0.3%ETFVery LowFort Wayne, IN2026-10-19
Family Legacy, Inc.
58,103$4.2M1.2%CoreVery LowGreenville, SC2026-10-13
Parr Mcknight Wealth Management Group, LLC
57,458$4.2M0.5%CoreMediumMinneapolis, MN2026-10-30
Eclectic Associates Inc
56,983$4.2M0.5%ETFVery LowFullerton, CA2026-10-09
Exchange Traded Concepts, LLC
56,472$4.1M0.0%GrowthMediumOklahoma City, OK2026-10-28
Hoxton Planning & Management, LLC
55,698$4.1M1.0%ETFLowShepherdstown, WV2026-10-15
Arcadia Wealth Management, LLC
55,340$4.0M1.2%ETFLowManchester, NH2026-10-22
SeedSafe Financial LLC
55,129$4.0M3.0%ETFVery LowAustin, TX2026-11-02
WealthPlan Investment Management, LLC
54,052$3.9M0.2%GrowthMediumOmaha, NE2026-10-15
Uptown Financial Advisors LLC
53,563$3.9M2.8%ETFVery LowDallas, TX2026-10-15
TSA Wealth Managment LLC
50,145$3.7M1.0%ETFMediumHouston, TX2026-10-22
Perigon Wealth Management, LLC
49,689$3.6M0.1%GrowthLowSan Francisco, CA2026-10-22
White Lighthouse Investment Management Inc.
49,635$3.6M0.4%ETFVery LowBedford, MA2026-10-21
Graetz Wealth LLC
48,415$3.5M2.8%ETFMediumJenison, MI2026-10-27
Chris Bulman Inc
48,354$3.5M1.2%ETFLowRoseville, CA2026-10-20
Conning Inc.
48,335$3.5M0.1%CoreMediumHartford, CT2026-10-27
LexAurum Advisors, LLC
48,318$3.5M0.4%ETFLowOverland Park, KS2026-10-19
Level Financial Advisors
47,779$3.5M0.8%ETFLowEast Amherst, NY2026-10-13
St. Louis Trust Co
47,363$3.5M0.4%ETFVery LowSaint Louis, MO2026-11-03
RS Crum Inc.
45,920$3.3M0.6%ETFVery LowNewport Beach, CA2026-10-19
First Horizon Corp
45,856$3.3M0.1%CoreLowMemphis, TN2026-10-26
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
45,826$3.3M2.5%ETFVery LowLynchburg, VA2026-10-27
Ridgewood Investments LLC
44,391$3.2M1.2%ValueMediumSpringfield, NJ2026-10-05
Lanark Financial, Inc.
43,375$3.2M0.2%CoreMediumBirmingham, AL2026-10-26
Balance Wealth Partners LLC
43,291$3.2M0.8%ETFMediumWorthington, OH2026-10-27
Patriot Financial Group Insurance Agency, LLC
43,103$3.1M0.3%GrowthLowWalpole, MA2026-10-14
Park Avenue Securities LLC
42,526$3.1K0.0%ETFMediumNew York, NY2026-10-26
Elevated Capital Advisors, LLC
41,375$3.0M1.0%ETFMediumSandy, UT2026-11-04
Manuka Financial, LLC
41,132$3.0M1.5%ETFVery LowRichmond, VA2026-10-16
BancFirst Trust & Investment Management
40,958$3.0M1.6%Deep ValueLowOklahoma City, OK2026-10-30
Integrity Alliance, Llc.
39,874$2.9M0.1%ETFMediumUrbandale, IA2026-10-29
Blueprint Financial Advisors LLC
39,789$2.9M0.3%GARPMediumGreensboto, NC2026-10-28
Capital Investment Advisors, LLC
39,259$2.9M0.0%CoreLowAtlanta, GA2026-10-22
Ascentis Independent Advisors
38,474$2.8M0.2%ETFLowDallas, TX2026-11-03
Joseph P. Lucia & Associates, LLC
37,996$2.8M0.8%ETFVery LowYorktown Heights, NY2026-10-30
Spire Wealth Management
37,629$2.7M0.1%GrowthMediumMclean, VA2026-10-30
Pacific Park Financial, Inc.
37,528$2.7M1.6%ETFMediumLagina Hills, CA2026-10-13
Nabity-Jensen Investment Management Inc
36,695$2.7M1.6%ETFVery LowOmaha, NE2026-10-23
Parallel Advisors, LLC
35,755$2.6M0.0%IndexLowSan Francisco, CA2026-11-03
Calder Financial LLC
35,511$2.6M2.5%ETFLowDowningtown, PA2026-10-13
Sterling Investment Management, LLC
35,471$2.6M1.4%CoreMediumTucson, AZ2026-10-16
Synergy Asset Management, LLC
35,264$2.6M0.2%GrowthHighVancouver, WA2026-11-05
Warwick Investment Management, Inc.
34,693$2.5M0.3%ETFLowBryan, TX2026-10-19
Retirement Wealth Solutions LLC
34,676$2.5M1.3%ETFLowMarshfield, WI2026-10-07
Regions Financial Corp
34,414$2.5M0.0%CoreLowBirmingham, AL2026-11-05
MidAtlantic Capital Management, Inc.
34,258$2.5M1.5%ETFVery LowRichmond, VA2026-11-05
Brindle & Bay Financial Advisors, LLC
34,127$2.5M0.9%ETFMediumFrisco, TX2026-10-15
Cooper Financial Group
34,106$2.5M0.2%GrowthMediumIrvine, CA2026-10-07
Convergence Financial, LLC
32,716$2.4M0.3%ETFMediumColumbia, MO2026-10-27
Lynx Investment Advisory
32,416$2.4M0.8%ETFLowWashington, Dc, DC2026-10-27
Bourgeon Capital Management LLC
31,599$2.3M0.3%CoreMediumDarien, CT2026-10-19
Choreo, LLC
31,595$2.3M0.0%IndexLowRockford, IL2026-10-28
Covenant Asset Management, LLC
31,266$2.3M0.3%Agg GrowthMediumChester, NJ2026-10-14
VestGen Advisors, LLC
31,013$2.3M0.1%GrowthMediumChicago, IL2026-10-27
Diversified Portfolios, Inc.
30,971$2.3M0.2%ETFLowBloomfield Hills, MI2026-11-04
United Community Bank
30,617$2.2M0.7%CoreLowGreenville, SC2026-10-28
Physician Wealth Solutions Inc.
29,864$2.2M0.9%ETFLowNorth Las Vegas, NV2026-10-14
Wheelhouse Advisory Group LLC
29,659$2.2M0.6%ETFVery LowSt. Louis, MO2026-10-20
Capital Advisors, Ltd. LLC
29,548$2.2K0.0%ETFLowShaker Heights, OH2026-10-27
Waller Financial Planning Group, Inc
28,587$2.1M0.4%ETFMediumColumbus, OH2026-10-07
Amicus Financial Advisors, LLC
28,344$2.1M0.5%ETFLowLubbock, TX2026-11-03
Breakwater Capital Group
28,293$2.1M0.2%ETFLowParamus, NJ2026-10-09
NBT Bank, N.A.
27,837$2.0M0.1%CoreLowNorwich, NY2026-10-21
Silvia Mccoll Wealth Management, LLC
27,790$2.0M1.2%CoreVery LowSan Diego, CA2026-10-07
Ascent Group, LLC
27,687$2.0M0.1%CoreLowVirginia Beach, VA2026-10-30
Ethos Capital Management, Inc.
27,524$2.0M1.3%GrowthHighNewtown, PA2026-11-03
BLB&B Advisors, LLC
27,139$2.0M0.1%ETFLowMontgomeryville, PA2026-10-27
Successful Portfolios LLC
26,918$2.0M0.9%CoreVery LowClearwater, FL2026-10-09
Matisse Capital
26,842$2.0M0.8%ValueMediumPortland, OR2026-10-29
Patten Group, Inc.
26,030$1.9M0.3%CoreLowChattanooga, TN2026-10-26
Blueprint Investment Partners LLC
25,709$1.9M0.2%ETFMediumGreensboro, NC2026-10-28
CGC Financial Services, LLC
25,055$1.8M0.4%ETFLowLake Oswego, OR2026-10-13
Provident Wealth Management, LLC
24,919$1.8M0.6%ETFVery LowBrentwood, TN2026-10-20
HT Partners LLC
24,521$1.8M0.5%ETFVery LowCenterbrook, CT2026-10-20
Diversify Wealth Management, LLC
23,988$1.8M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
23,988$1.8M0.0%GrowthLowSandy, UT2026-10-20
Kuhn & Co Investment Counsel
23,881$1.7M1.0%CoreLowChicago, IL2026-10-29
Revisor Wealth Management LLC
23,527$1.7M0.4%CoreLowAkron, OH2026-10-20
Abacus Wealth Partners, LLC
23,468$1.7M0.2%ETFLowSanta Monica, CA2026-11-03
TD Waterhouse Canada Inc.
23,267$1.7M0.0%CoreLowToronto, Australia2026-10-16
Pillar Financial Advisors, LLC
23,069$1.7M0.9%ETFVery LowLouisville, KY2026-10-21
B. Riley Wealth Advisors, Inc.
22,566$1.6M0.1%GrowthLowMemphis, TN2026-10-13
Ballast Rock Private Wealth LLC
22,092$1.6M0.8%ETFMediumCharleston, SC2026-10-26
Shade Tree Advisors LLC
21,593$1.6M0.8%ETFMediumSaratoga Springs, NY2026-10-22
Dynamic Advisor Solutions LLC
21,410$1.6M0.0%ETFLowPhoenix, AZ2026-10-13
Security Financial Services, Inc.
21,403$1.6M0.2%ETFMediumFort Wayne, IN2026-10-29
Kampmann Melissa S.
21,136$1.5M1.2%GrowthLowWausau, WI2026-10-28
Compass Financial Management LLC
20,098$1.5M0.2%CoreN/ATampa, FL2026-10-30
United Financial Planning Group LLC
20,080$1.5M0.7%ETFHighHauppauge, NY2026-11-04
Adelphi Trust Co
19,616$1.4M0.9%GrowthLowSaint Petersburg, FL2026-10-05
JFS Wealth Advisors, LLC
19,569$1.4M0.1%ETFVery LowHermitage, PA2026-11-03
Global Wealth Management Investment Advisory, Inc.
19,180$1.4M0.2%CoreLowFort Lauderdale, FL2026-11-04
Moisand Fitzgerald Tamayo, LLC
18,967$1.4M0.1%ETFVery LowOrlando, FL2026-10-15
Legacy Wealth Partners, LLC
18,077$1.3M0.3%ETFHighLakewood, CO2026-10-15
Independent Financial Group, LLC
18,009$1.3M0.0%GrowthLowSan Diego, CA2026-10-13
Quadrant Capital Group LLC
17,845$1.3M0.0%CoreLowCincinnati, OH2026-10-20
GC Wealth Management RIA, LLC
17,708$1.3M0.1%GrowthMediumCambridge, MA2026-11-02
Prudent Investor Advisors, LLC
17,653$1.3M1.0%ETFN/AFolsom, CA2026-10-22
Avidian Wealth Enterprises, LLC
17,639$1.3M0.0%ETFLowHouston, TX2026-10-08
Mullaney, Keating & Wright, Inc.
17,594$1.3M0.6%GrowthVery LowMiddletown, CT2026-10-19
FinDec Wealth Services, Inc.
17,354$1.3M1.5%ETFVery LowStockton, CA2026-10-30
Spring Capital Management, LLC
17,182$1.3M0.6%CoreVery LowAmarillo, TX2026-10-09
BAM Wealth Management, LLC
17,142$1.2M0.7%ETFHighLakewood, CO2026-10-15
Donalies Financial Planning, LLC
17,037$1.2M0.9%ETFVery LowWashington, DC2026-10-19
Busey Bank
16,966$1.2M0.0%GrowthVery LowUrbana, IL2026-10-26
Midwest Financial Network, LLC
16,940$1.2M0.8%ETFHighTinley Park, IL2026-10-13
First County Bank
16,786$1.2M0.6%GrowthLowStamford, CT2026-10-13
Five Pine Wealth Management
16,731$1.2M0.7%ETFVery LowCoeur D Alene, ID2026-10-20
Absolute Capital Management, LLC
16,653$1.2M0.3%ETFMediumPittsburgh, PA2026-10-16
Caldwell Trust Co
16,403$1.2M0.1%GrowthLowVenice, FL2026-10-30
Strategic Advocates LLC
16,344$1.2M4.6%GrowthLowSacramento, CA2026-11-03
Mountain Pacific Investment Advisers LLC
16,320$1.2M0.2%CoreVery LowBoise, ID2026-10-29
Argonautica Private Wealth Management, Inc
16,068$1.2M0.3%GrowthLowWellesley, MA2026-11-02
Oppenheimer & Co Inc
16,012$1.2M0.0%CoreLowNew York, NY2026-10-26
Livet Wealth, LLC
15,980$1.2M0.6%ETFLowSpanish Fork, UT2026-10-27
Uptick Partners, LLC
15,794$1.2M0.2%ETFLowNacogdoches, TX2026-11-04
KRM Wealth Management L.L.C.
15,737$1.1M0.5%ETFVery LowReno, NV2026-11-02
CGN Advisors LLC
15,545$1.1M0.1%ETFLowManhattan, KS2026-10-21
Evanson Financial, LLC
15,307$1.1M0.1%ETFN/AMclean, VA2026-10-23
Elevatus Welath Management
14,968$1.1M0.3%GrowthHighVictor, NY2026-10-19
International Assets Investment Management, LLC
14,915$1.1M0.1%CoreVery HighOrlando, FL2026-11-02
Life Planning Partners, Inc
14,807$1.1M0.9%ETFVery LowJacksonville, FL2026-10-28
Asset Allocation & Management Company, LLC
14,760$1.1K0.0%ETFLowChicago, IL2026-10-13
Verdence Capital Advisors LLC
14,429$1.1M0.0%CoreMediumHunt Valley, MD2026-10-26
CFS Investment Advisory Services, LLC
14,081$1.0M0.1%ETFMediumTotowa, NJ2026-10-19
Amplius Wealth Advisors, LLC
14,055$1.0M0.1%ETFLowBlue Bell, PA2026-10-20
Koshinski Asset Management, Inc.
14,024$1.0M0.1%ETFLowDecatur, IL2026-10-29
Sheets Smith Wealth Management
13,778$1.0M0.1%CoreLowWinston-Salem, NC2026-10-16
Eagle Global Advisors LLC
13,695$997.8K0.0%CoreLowHouston, TX2026-11-02
Trust Co of Vermont
12,742$928.4K0.0%CoreVery LowBrattleboro, VT2026-10-21
IFP Advisors, Inc
12,498$910.6K0.0%GrowthLowTampa, FL2026-10-16
Connecticut Wealth Management, LLC
12,372$901.4K0.0%ETFLowFarmington, CT2026-10-13
Websterrogers Financial Advisors, LLC
12,290$895.5K0.2%ETFVery LowFlorence, SC2026-11-02
Prospera Capital Management, LLC
12,257$890.2K0.2%ETFVery LowGilbert, AZ2026-10-19
Courage Miller Partners, LLC
12,195$888.5K0.2%ETFVery LowNorfolk, VA2026-10-21
Kondo Wealth Advisors, Inc.
12,004$874.7K0.3%ETFVery LowPasadena, CA2026-10-19
M Holdings Securities, Inc.
11,988$8880.0%ETFHighPortland, OR2026-11-03
Guidance Capital, Inc
11,951$885.7K0.2%ETFMediumLousville, KY2026-11-03
Cypress Wealth Services, LLC
11,689$850.5K0.1%ETFLowPalm Desert, CA2026-10-21
Outlook Wealth Advisors, LLC
11,640$848.1K0.2%ETFMediumShenandoah, TX2026-10-28
RFG Advisory, LLC
11,506$838.4K0.0%ETFMediumBirmingham, AL2026-11-03
Seros Financial, LLC
11,490$837.1K0.4%ETFMediumGilbert, AZ2026-10-21
Meridian Wealth Management, LLC
11,272$824.5K0.0%GrowthLowLexington, KY2026-11-05
Market Street Wealth Management Advisors LLC
11,257$820.2K0.1%ETFMediumIndianapolis, IN2026-10-09
Asset Allocation Strategies LLC
11,219$817.4K0.1%ETFMediumFarmington, MI2026-10-20
First Community Trust NA
11,181$814.6K0.3%GrowthLowDubuque, IA2026-10-07
Family Wealth Partners, LLC
11,055$805.5K0.2%ETFLowMatthews, NC2026-10-20
Carmel Capital Partners, LLC
10,873$792.2K0.3%ValueMediumSan Diego, CA2026-11-03
Welch & Forbes LLC
10,734$782.1K0.0%CoreVery LowBoston, MA2026-11-04
Bank of Stockton
10,406$758.2K0.2%CoreLowStockton, CA2026-10-20
Laurel OAK Wealth Management, LLC
10,344$753.6K0.1%GrowthLowMarlton, NJ2026-10-19
JIM Saulnier & Associates, LLC
9,980$727.2K0.3%ETFLowFort Collins, CO2026-11-04
Mascagni Wealth Management, Inc.
9,867$718.9K0.4%ETFLowClinton, MS2026-10-23
Pinnacle Bancorp, Inc.
9,761$711.2K0.2%CoreVery LowBeatrice, NE2026-10-21
Private Wealth Group, LLC
9,597$699.2K0.3%ETFLowTampa, FL2026-10-19
InvesTrust
9,586$698.4K0.3%CoreLowOklahoma City, OK2026-10-14
Frank, Rimerman Advisors LLC
9,415$686.0K0.0%GrowthLowPalo Alto, CA2026-10-16
Lighthouse Wealth Management Inc.
9,239$673.1K0.4%ETFLowAshland, OH2026-10-13
Creative Financial Designs Inc
8,911$649.2K0.0%ETFMediumKokomo, IN2026-11-04
Powers Advisory Group, LLC
8,867$646.1K0.2%ETFVery LowHighland, IL2026-10-14
Ashton Thomas Securities, LLC
8,763$638.5K0.1%ETFMediumRochester, NY2026-10-26
Heritage Investors Management Corp
8,551$6230.0%CoreVery LowBethesda, MD2026-10-29
WBH Advisory Inc
8,324$606.5K0.0%ETFLowBaltimore, MD2026-11-05
Cadent Capital Advisors, LLC
8,321$606.2K0.1%ETFHighTulsa, OK2026-10-09
CogentBlue Wealth Advisors, LLC
8,234$599.9K0.6%ETFLowKnoxville, TN2026-10-09
WPG Advisers, LLC
8,154$594.1K0.3%CoreLowBaltimore, MD2026-10-27
Ramiah Investment Group
8,140$593.1K0.5%ETFHighBrookfield, WI2026-10-20
Clear Wave Wealth Management LLC
8,140$593.0K0.1%ETFN/ARed Bank, NJ2026-11-04
Signal Advisors Wealth, LLC
8,068$587.9K0.0%ETFLowDetroit, MI2026-10-13
Mesirow Financial Investment Management, Inc.
8,042$585.9K0.0%CoreLowChicago, IL2026-11-05
W.H. Cornerstone Investments Inc.
8,014$583.9K0.3%CoreLowKingston, MA2026-11-03
Delta Financial Advisors LLC
7,895$575.2K0.1%CoreVery LowMetairie, LA2026-10-27
Innovative Wealth Building LLC
7,833$573.5K0.3%ETFVery LowCalifornia, MD2026-10-14
Arbor Wealth Advisors LLC
7,812$569.2K0.4%ETFVery LowTroy, MI2026-10-09
Alamar Capital Management, LLC
7,757$565.2K0.3%GrowthMediumSanta Barbara, CA2026-11-02
Eagle Bay Advisors LLC
7,701$561.1K0.4%GrowthMediumNew York, NY2026-10-16
Private Trust Co NA
7,626$555.6K0.0%CoreLowCleveland, OH2026-10-20
Bank of New Hampshire
7,576$552.0K0.1%CoreLowLaconia, NH2026-10-06
Wealthcare Advisory Partners LLC
7,521$548.0K0.0%ETFLowWest Chester, PA2026-10-21
Wealth Management Nebraska
7,417$540.4K0.0%ETFLowNorfolk, NE2026-10-26
Brighton Jones LLC
7,364$536.6K0.0%CoreVery LowSeattle, WA2026-11-03
Platform Technology Partners
7,309$532.6K0.1%CoreVery LowLocust Valley, NY2026-11-02
SAX Wealth Advisors, LLC
7,159$521.6K0.0%ETFVery LowParsippany, NJ2026-10-13
Arlington Financial Advisors, LLC
7,140$520.2K0.1%ETFMediumSanta Barbara, CA2026-10-19
Sonata Capital Group Inc
7,068$515.0K0.2%ETFVery LowSeattle, WA2026-10-19
Inlight Wealth Management, LLC
7,061$514.5K0.1%ETFVery LowAtlanta, GA2026-10-21
First Citizens Financial Corp
7,023$511.7K0.2%ETFLowMason City, IA2026-10-02
Kanawha Capital Management LLC
6,911$503.5K0.0%CoreVery LowRichmond, VA2026-10-19
Keybank National Association
6,847$498.9K0.0%CoreLowBrooklyn, OH2026-11-04
SeaCrest Wealth Management, LLC
6,750$491.8K0.1%GrowthLowPurchase, NY2026-10-21
Global Financial Private Client, LLC
6,693$487.7K0.1%GrowthLowSarasota, FL2026-10-15
Capital Investment Services of America, Inc.
6,575$479.1K0.0%GrowthLowMilwaukee, WI2026-11-02
Chapin Davis, Inc.
6,537$476.3K0.1%GrowthHighBaltimore, MD2026-10-09
Bond & Devick Financial Network, Inc.
6,502$473.7K0.1%ETFVery LowSt. Louis Park, MN2026-10-23
Andrews, Lucia Wealth Management LLC
6,431$468.6K0.3%ETFVery LowDanville, CA2026-11-02
Barrett & Company, Inc.
6,393$465.8K0.1%ETFLowProvidence, RI2026-10-22
Capital Advisors Wealth Management, LLC
6,362$463.5K0.1%ETFLowYakima, WA2026-10-09
CWA Asset Management Group, LLC
6,338$461.8K0.0%CoreMediumNaples, FL2026-10-19
Allen Investment Management, LLC
6,198$451.6K0.0%MomentumMediumNew York, NY2026-11-03
McAdam, LLC
6,188$450.9K0.0%ETFLowPhiladelphia, PA2026-10-21
XY Planning Network, Inc.
6,150$448.1K0.0%ETFLowBozeman, MT2026-10-14
Kingswood Wealth Advisors, LLC
6,118$445.8K0.0%GrowthLowSan Diego, CA2026-10-23
Folger Nolan Fleming Douglas Capital Management, Inc
6,020$438.6K0.0%CoreLowWashington, DC2026-10-13
Pearl Planning LLC
5,934$432.4K0.2%ETFLowDexter, MI2026-10-13
Walkner Condon Financial Advisors LLC
5,919$431.3K0.0%ETFLowVerona, WI2026-11-02
MeadowBrook Investment Advisors LLC
5,905$453.7K0.4%CoreLowLivonia, MI2026-10-29
Southland Equity Partners LLC
5,859$426.9K0.1%ETFLowWildwood, MO2026-10-14
Brookmont Capital Management
5,844$425.8K0.2%ValueLowDallas, TX2026-10-23
Traveka Wealth, LLC
5,829$424.7K0.1%ETFLowLos Altos, CA2026-10-19
Aprio Wealth Management, LLC
5,829$424.7K0.0%ETFMediumAtlanta, GA2026-10-28
Breakwater Investment Management
5,777$420.9K0.1%ETFLowSeattle, WA2026-10-20
Northwest Wealth Management, LLC
5,719$416.7K0.1%ETFLowSpencer, IA2026-10-30
Montz Harcus Wealth Management LLC
5,705$415.7K0.1%ETFVery LowNew Orleans, LA2026-10-09
Acorn Wealth Advisors, LLC
5,611$408.8K0.1%ETFLowGrand Blanc, MI2026-10-19
Nestegg Advisors, Inc.
5,609$408.7K0.3%ETFLowHauppauge, NY2026-10-21
Independent Wealth Network Inc.
5,600$408.0K0.1%ETFMediumUrbandale, IA2026-10-19
Tcfg Investment Advisors, LLC
5,568$405.7K0.1%GrowthMediumLaguna Niguel, CA2026-10-20
Mogy Joel R Investment Counsel Inc
5,550$404.4K0.0%GrowthVery LowBeverly Hills, CA2026-10-13
Allen Mooney & Barnes Investment Advisors LLC
5,475$398.9K0.1%ValueLowThomasville, GA2026-10-08
Private Management Group Inc
5,449$397.0K0.0%YieldLowIrvine, CA2026-11-04
Trilogy Capital Inc.
5,422$395.1K0.0%ETFMediumIrvine, CA2026-10-20
EnRich Financial Partners LLC
5,328$388.2K0.1%ETFVery LowMadison, WI2026-10-21
Duncker Streett & Co Inc
5,312$387.0K0.1%GrowthLowSt. Louis, MO2026-10-27
Indiana Trust & Investment Management Co
5,300$386.2K0.1%GrowthLowMishawaka, IN2026-10-22
Madden Securities Corp
5,255$382.9K0.1%GrowthMediumDallas, TX2026-10-27
Stanley-Laman Group, Ltd.
5,222$408.9K0.0%GrowthMediumBerwyn, PA2026-10-20
Rockwood Wealth Management, LLC
5,199$378.8K0.0%ETFVery LowNew Hope, PA2026-10-27
Thrive Capital Management, LLC
5,187$377.9K0.1%CoreMediumFort Washington, PA2026-10-28
Wedbush Securities Inc
5,118$3730.0%CoreLowPasadena, CA2026-10-22
BridgePort Financial Solutions, LLC
5,025$366.1K0.1%ETFLowFairfield, IA2026-11-02
LaFleur & Godfrey LLC
5,003$364.5K0.0%GrowthLowGrand Rapids, MI2026-10-27
MKT Advisors LLC
4,983$363.6K0.1%ETFLowCarlsbad, CA2026-10-20
Focus Financial Network, Inc.
4,972$362.3K0.0%ETFLowMinneapolis, MN2026-10-14
Split Rock Private Trading & Wealth Management, LLC
4,955$361.0K0.2%GrowthMediumCloquet, MN2026-10-15
New Covenant Trust Company, N.A.
4,922$358.6K0.2%GrowthVery LowJeffersonville, IN2026-10-08
SilverOak Wealth Management LLC
4,835$352.3K0.0%ETFVery LowEdina, MN2026-10-29
WoodTrust Financial Corp
4,832$3520.0%CoreLowWisconsin Rapids, WI2026-10-09
Center For Asset Management LLC
4,810$350.5K0.2%ETFMediumPalm Beach Gardens, FL2026-10-16
Idaho Trust Co
4,778$348.1K0.1%ETFLowBoise, ID2026-11-04
KPP Advisory Services LLC
4,732$344.8K0.1%GrowthMediumLouisville, KY2026-10-26
Wesbanco Bank Inc
4,646$338.5K0.0%CoreLowWheeling, WV2026-11-04
S.A. Mason LLC
4,641$338.1K0.1%GrowthVery LowHolland, MI2026-10-13
Heartwood Wealth Advisors LLC
4,541$330.9K0.0%ETFLowRichmond, VA2026-10-05
Valpey Financial Services, LLC
4,496$327.6K0.2%ETFVery LowConcord, NH2026-10-30
Kestra Investment Management, LLC
4,407$321.1K0.0%ETFMediumAustin, TX2026-11-04
Grimes & Co Wealth Management, LLC
4,394$320.1K0.0%CoreLowWestborough, MA2026-10-29
Maia Wealth LLC
4,277$311.6K0.0%ETFMediumDenver, CO2026-10-19
Omni 360 Wealth, Inc.
4,197$305.8K0.1%ETFLowPlainsboro, NJ2026-10-13
Bath Savings Trust Co
4,163$303.3K0.0%CoreLowBath, ME2026-10-07
Leading Edge Financial Planning LLC
4,137$301.4K0.1%ETFLowKnoxville, TN2026-10-23
RF&L Wealth Management, LLC
4,045$294.7K0.2%ETFVery LowActon, MA2026-10-20
PKS Advisory Services, LLC
3,993$306.3K0.0%ETFMediumAlbany, NY2026-10-26
Crestwood Advisors Group, LLC
3,986$290.4K0.0%GrowthLowBoston, MA2026-10-27
Gibraltar Capital Management, Inc.
3,830$279.1K0.0%CoreLowTulsa, OK2026-10-27
WealthPoint Financial, LLC
3,829$279.0K0.2%ETFMediumCramerton, NC2026-11-03
Friday Financial
3,823$278.3K0.1%ETFVery LowDubuque, IA2026-10-09
Archford Capital Strategies, LLC
3,814$277.9K0.0%GrowthMediumSwansea, IL2026-10-19
LifeSteps Financial, Inc.
3,782$275.6K0.1%ETFLowClaremont, CA2026-10-15
Jones Kertz & Associates, Inc.
3,738$272.4K0.1%GrowthLowBlaine, MN2026-10-28
SWP Financial LLC
3,687$268.6K0.1%ETFMediumEncinitas, CA2026-10-23
Radnor Capital Management, LLC
3,662$266.8K0.0%CoreLowWayne, PA2026-10-23
Uncommon Cents Investing Inc
3,645$265.6K0.1%ValueVery LowJanesville, WI2026-10-20
Apollon Wealth Management, LLC
3,597$262.1K0.0%GrowthLowMount Pleasant, SC2026-10-23
Foundation Wealth Management, Llc\pa
3,568$260.0K0.1%ETFLowMedia, PA2026-10-14
CRA Financial Services, LLC
3,563$259.6K0.0%ETFVery LowNorthfield, NJ2026-10-16
HF Advisory Group, LLC
3,556$259.1K0.1%ValueLowAnnapolis, MD2026-10-09
Capital Square, LLC
3,505$255.4K0.1%YieldMediumAthens, TN2026-10-19
Capital Investment Advisory Services, LLC
3,489$254.2K0.0%CoreMediumRaleigh, NC2026-10-30
TFB Advisors LLC
3,471$252.9K0.1%ETFLowOverland Park, KS2026-11-02
Flywheel Private Wealth LLC
3,433$250.1K0.1%ETFVery LowLos Altos, CA2026-11-02
Refined Wealth Management
3,414$248.7K0.1%ETFMediumSalt Lake City, UT2026-10-13
Great Waters Wealth Management
3,406$248.2K0.0%ETFVery LowShoreview, MN2026-10-07
Echo Wealth Management, LLC
3,379$246.2K0.1%ETFLowPlymouth, MN2026-10-15
Prudent Man Advisors, LLC
3,378$246.1K0.1%GrowthLowNaperville, IL2026-11-03
Sepio Capital, LP
3,320$241.9K0.0%ETFLowSalt Lake City, UT2026-10-22
Horst & Graben Wealth Management LLC
3,319$241.8K0.0%ETFMediumPortland, OR2026-11-02
Integrated Wealth Management
3,190$232.4K0.2%ETFHighUniontown, OH2026-10-19
Concord Wealth Partners
3,184$232.0K0.0%GrowthLowAbingdon, VA2026-11-02
Townsend Financial Planning, LLC
3,168$230.8K0.2%ETFVery LowMt Sterling, KY2026-11-02
Baker Tilly Wealth Management, LLC
3,125$227.7K0.0%GrowthLowMadison, WI2026-10-05
Capital Asset Advisory Services LLC
3,122$231.2K0.0%ETFLowWilliamston, MI2026-10-30
Larson Financial Group LLC
3,083$224.6K0.0%GrowthLowSt Louis, MO2026-11-05
Elevate Wealth Advisory, Inc
3,049$222.2K0.1%ETFVery LowAthens, GA2026-10-29
Ignite Planners, LLC
3,014$219.6K0.0%CoreLowSan Clemente, CA2026-10-14
AMG National Trust Bank
2,995$218.2K0.0%ETFLowGreenwood Village, CO2026-11-05
Stonebridge Financial Group, LLC
2,974$216.7K0.0%ETFMediumWormleysburg, PA2026-10-01
Salem Investment Counselors Inc
2,970$216.4K0.0%GrowthVery LowWinston-Salem, NC2026-10-13
Robinswood Financial LLC
2,959$216.9K0.1%ETFVery LowKirkland, WA2026-10-20
Golden State Wealth Management, LLC
2,955$215.3K0.0%ETFMediumSanta Ana, CA2026-11-02
FFG Retirement Advisors LLC
2,934$213.8K0.1%ETFMediumCentennial, CO2026-10-20
BNC Wealth Management, LLC
2,931$213.6K0.0%GrowthHighBeaverton, OR2026-10-19
Mine & Arao Wealth Creation & Management, Llc.
2,929$213.4K0.1%GrowthVery LowCampbell, CA2026-10-29
PUREfi Wealth, LLC
2,884$210.1K0.1%GrowthMediumBoston, MA2026-10-19
Robertson Stephens Wealth Management, LLC
2,874$209.4K0.0%ETFMediumSan Francisco, CA2026-10-16
Murphy & Mullick Capital Management Corp
2,864$206.8K0.1%GrowthLowSmithtown, NY2026-11-02
CWS Financial Advisors, LLC
2,863$208.6K0.0%ETFVery LowKalamazoo, MI2026-10-16
RCS Financial Planning, LLC
2,849$207.6K0.1%ETFMediumAnnapolis, MD2026-10-14
Transcendent Capital Group LLC
2,810$204.7K0.1%ETFMediumEdmond, OK2026-10-28
United Advisor Group, LLC
2,795$203.6K0.0%ETFLowCincinnati, OH2026-11-03
Tennessee Valley Asset Management Partners
2,765$201.5K0.0%ETFLowKnoxville, TN2026-11-03
Infinity Wealth Counsel, LLC
2,760$201.1K0.2%ETFVery LowLoveland, OH2026-10-15
TrueWealth Advisors, LLC
2,756$200.8K0.0%ETFMediumBirmingham, AL2026-10-09
rebel Financial LLC
2,751$200.4K0.1%N/AVery LowGroveport, OH2026-11-04
Buck Wealth Strategies, LLC
2,624$191.2K0.0%ValueMediumDenver, CO2026-10-28
3 Factor Indexing, LLC
2,589$188.6K0.2%ETFLowSacramento, CA2026-10-15
Glass Jacobson Investment Advisors llc
2,500$182.1K0.1%ETFLowOwings Mills, MD2026-10-26
Kennebec Savings Bank
2,436$177.5K0.1%CoreLowAugusta, ME2026-10-22
John Boyer, Inc.
2,430$177.0K0.1%ETFMediumTampa, FL2026-10-27
Markowski Investments
2,369$172.6K0.0%ETFN/ATampa, FL2026-10-30
Redwood Park Advisors LLC
2,352$171.4K0.1%ETFVery LowRedwood City, CA2026-11-02
SBI Securities Co., Ltd.
2,307$168.1K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Beacon Financial Strategies Corp
2,305$167.9K0.1%ETFVery LowRaleigh, NC2026-10-14
Root Financial Partners, LLC
2,283$166.3K0.0%ETFMediumEncinitas, CA2026-10-21
Richardson Financial Services Inc.
2,233$162.7K0.1%GrowthMediumMedway, MA2026-10-30
Raleigh Capital Management Inc.
2,184$159.2K0.0%CoreMediumCary, NC2026-10-28
Smallwood Wealth Investment Management, LLC
2,074$151.1K0.1%ETFVery LowRed Bank, NJ2026-10-30
Cape Investment Advisory, Inc.
1,990$145.0K0.0%ETFLowMcdonough, GA2026-10-13
Reap Financial Group, LLC
1,809$131.8K0.0%ETFLowAustin, TX2026-11-02
Silver Grove Financial Group, Inc.
1,634$119.1K0.1%CoreMediumOrchard Park, NY2026-11-05
West Paces Advisors Inc.
1,593$116.1K0.0%ETFLowAtlanta, GA2026-10-13
Pacifica Partners Inc.
1,529$111.3K0.0%CoreLowSurrey, South Africa2026-10-09
Elevation Wealth Partners, LLC
1,440$104.9K0.0%ETFLowWalnut Creek, CA2026-10-07
Tompkins Financial Corp
1,426$103.9K0.0%CoreLowIthaca, NY2026-10-05
McCarley & Cook Financial Planners
1,410$102.7K0.1%ETFLowCincinnati, OH2026-10-21
Blume Capital Management, Inc.
1,400$102.0K0.0%CoreMediumBerkeley, CA2026-10-26
Kelleher Financial Advisors
1,335$97.3K0.0%CoreMediumNew York, NY2026-10-30
Grey Ledge Advisors, LLC
1,257$91.6K0.0%CoreLowGuilford, CT2026-11-02
Latitude Advisors, LLC
1,214$88.5K0.0%ETFLowYorkville, IL2026-10-27
Abound Wealth Management
1,167$85.1K0.0%ETFVery LowFranklin, TN2026-10-26
Pinnacle Wealth Planning Services, Inc.
1,154$84.1K0.0%GARPLowMansfield, OH2026-10-27
Montag A & Associates Inc
1,091$79.5K0.0%CoreLowAtlanta, GA2026-10-29
Archer Investment Corp
1,047$76.3K0.0%CoreMediumCarmel, IN2026-11-05
Cedar Mountain Advisors, LLC
1,010$73.6K0.0%ETFVery LowLake Oswego, OR2026-10-15
North Star Investment Management Corp.
987$71.9K0.0%CoreLowChicago, IL2026-10-27
Planning Strategies Inc.
981$71.5K0.0%ETFN/ALancaster, PA2026-10-02
Cherry Tree Wealth Management, LLC
894$65.1K0.0%ETFVery LowMinnetonka, MN2026-10-15
Princeton Global Asset Management LLC
817$59.5K0.0%GrowthLowPrinceton, NJ2026-10-21
Kingdom Financial Group Llc.
810$59.0K0.0%ETFMediumPeoria, AZ2026-11-04
Physician Wealth Advisors, Inc.
682$49.7K0.0%ETFMediumMidvale, UT2026-10-20
Evolution Wealth Management Inc.
677$49.3K0.0%ETFMediumFort Myers, FL2026-10-28
KFG LLC
670$48.8K0.0%ETFN/ARapid City, SD2026-11-02
Pittenger & Anderson Inc
650$47.4K0.0%CoreLowLincoln, NE2026-11-02
Harbor Investment Advisory, LLC
633$46.1K0.0%GrowthLowLutherville, MD2026-10-13
Pioneer Family Office, LLC
627$45.7K0.0%ETFMediumNorth Miami Beach, FL2026-10-30
AlphaCore Capital LLC
581$42.3K0.0%ETFLowLa Jolla, CA2026-11-04
Cullen T Bankers, Inc.
552$40.2K0.0%GrowthLowSan Antonio, TX2026-10-28
GK Wealth Management LLC
549$40.0K0.0%GARPVery HighReno, NV2026-10-09
Laurel Wealth Advisors LLC
543$39.6K0.0%CoreVery LowCharlotte, NC2026-10-27
Signature Equity Partners, LLC
533$38.8K0.0%GrowthMediumColumbus, OH2026-10-29
Asset Dedication, LLC
484$35.3K0.0%ETFLowSan Francisco, CA2026-11-03
Bangor Savings Bank
465$33.9K0.0%ETFLowBangor, ME2026-10-06
Birchbrook, Inc.
441$32.2K0.0%ETFLowBangor, ME2026-10-14
Coastline Trust Co
434$31.6K0.0%GrowthVery LowProvidence, RI2026-10-01
Trust Co of Toledo NA
400$29.1K0.0%GrowthVery LowHolland, OH2026-10-16
Brown, Lisle Ings, Inc.
400$29.1K0.0%CoreVery LowProvidence, RI2026-10-16
Blue Trust, Inc.
371$27.0K0.0%ETFLowBrentwood, TN2026-10-15
DT Investment Partners, LLC
369$26.9K0.0%ETFVery LowChadds Ford, PA2026-10-27
Hurley Capital, LLC
341$24.8K0.0%GARPMediumNew York, NY2026-11-05
Monetary Solutions, Ltd
313$22.8K0.0%ETFVery LowDayton, OH2026-10-22
Birch Financial Group, LLC
278$20.3K0.0%CoreLowKeene, NH2026-10-27
Financial Consulate, Inc
250$18.2K0.0%ETFLowHunt Valley, MD2026-10-23
Thurston, Springer, Miller, Herd & Titak, Inc.
231$16.8K0.0%GrowthMediumIndianapolis, IN2026-10-14
Networth Advisors, LLC
226$16.4K0.0%ETFMediumCanonsburg, PA2026-11-03
Valley National Advisers Inc
225$16.4K0.0%ETFLowBethlehem, PA2026-10-23
Sfam, LLC
210$15.3K0.0%ETFVery LowElmhurst, IL2026-11-03
High Point Wealth Management, LLC
193$14.1K0.0%ETFLowChester, NJ2026-11-05
Transce3nd, LLC
185$13.6K0.0%GrowthLowBuda, TX2026-10-26
Valley Wealth Managers, Inc.
182$13.3K0.0%GARPMediumParamus, NJ2026-10-09
Tradewinds Capital Management, LLC
177$12.9K0.0%ETFVery HighBellingham, WA2026-10-23
Cassaday & Co Wealth Management LLC
164$11.9K0.0%ETFVery LowMclean, VA2026-10-27
Pflug Koory, LLC
157$11.4K0.0%CoreVery LowOmaha, NE2026-10-26
Hazlett, Burt & Watson, Inc.
155$110.0%CoreVery LowWheeling, WV2026-11-04
Balentine LLC
138$10.1K0.0%ETFLowAtlanta, GA2026-11-03
Key FInancial Inc
132$9.6K0.0%ETFLowWest Chester, PA2026-11-02
Clark Wealth Partners
126$9.2K0.0%ETFVery LowO'Fallon, IL2026-10-19
Richards, Merrill & Peterson, Inc.
122$8.9K0.0%GrowthLowSpokane, WA2026-10-19
CX Institutional
121$90.0%CoreMediumAuburn, IN2026-10-02
Maseco LLP
119$8.7K0.0%ETFVery LowLondon, United Kingdom2026-10-27
Salomon & Ludwin, LLC
104$7.6K0.0%ETFVery LowRichmond, VA2026-10-29
Quest 10 Wealth Builders, Inc.
99$7.2K0.0%ETFLowFuquay-Varina, VA2026-11-02
Covestor Ltd
97$70.0%ValueHighLondon, United Kingdom2026-10-30
Investors Research Corp
84$6.1K0.0%ETFLowAtlanta, GA2026-10-07
DecisionPoint Financial, LLC
82$6.0K0.0%ETFVery LowMesa, AZ2026-10-27
Quaker Wealth Management, LLC
79$5.8K0.0%ETFMediumMoorestown, NJ2026-10-22
Arlington Trust Co LLC
76$5.5K0.0%ETFMediumBirmingham, AL2026-10-20
Gilpin Wealth Management, LLC
54$3.9K0.0%GrowthLowDenver, CO2026-10-09
Legacy Bridge, LLC
50$3.6K0.0%GrowthVery LowWest Des Moines, IA2026-10-28
Blueline Advisors LLC
44$3.2K0.0%ETFLowExeter, NH2026-10-15
Avion Wealth
43$30.0%ETFLowThe Woodlands, TX2026-11-04
Vima LLC
40$2.9K0.0%CoreLowTroy, MI2026-10-23
Lodestone Wealth Management LLC
38$2.8K0.0%CoreLowSpokane, WA2026-10-14
Comprehensive Financial Planning, Inc.
37$2.7K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Eukles Asset Management
29$2.1K0.0%CoreLowCincinnati, OH2026-11-04
Advocate Investing Services LLC
28$2.0K0.0%ETFLowWoodbine, MD2026-10-26
Armstrong Advisory Group, Inc
17$1.2K0.0%ETFHighNeedham, MA2026-10-09
Clayton Financial Group LLC
15$1.1K0.0%ETFLowSt. Louis, MO2026-10-13
Trust Co
3$2190.0%ETFVery LowManhattan, KS2026-10-09
MB, Levis & Associates, LLC
0$180.0%ETFVery LowCenter Valley, PA2026-10-16
Tounjian Advisory Partners, LLC
0$200.0%GrowthHighFort Myers, FL2026-11-04
Foresight Capital Management Advisors, Inc.
0$00.0%CoreMediumSaline, MI2026-10-27