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Vanguard Short-Term Bond ETF (BSV)

CUSIP: 921937827 | NYSE | 3237 institutional holders

Quarters

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

Creative Planning48,208,421
2.1% of portfolio›$3.7B
Allworth Financial LP18,706,621
5.2% of portfolio›$1.5B
LPL Financial LLC7,266,450
0.1% of portfolio›$555.2M
Bank of New York Mellon Corp3,057,556
0.0% of portfolio›$233.6M
Commonwealth Equity Services, LLC2,764,211
0.3% of portfolio›$211.2M
True Link Financial Advisors, LLC2,705,597
11.9% of portfolio›$206.7M
Truist Financial Corp2,218,759
0.2% of portfolio›$169.5M
Willow Creek Wealth Management Inc.1,804,387
9.1% of portfolio›$137.9M
Allied Investment Advisors, LLC1,784,911
12.9% of portfolio›$136.4M
Apella Capital, LLC1,738,455
1.7% of portfolio›$132.7M
Cambridge Investment Research Advisors, Inc.1,478,232
0.0% of portfolio›$112.9K
Fifth Third Bancorp1,375,513
0.2% of portfolio›$105.1M
RW Investment Management LLC1,371,360
9.3% of portfolio›$104.8M
Assetmark, Inc1,345,500
0.2% of portfolio›$102.8M
Davenport & Co LLC1,319,713
0.5% of portfolio›$100.8M
RS Crum Inc.1,266,915
18.1% of portfolio›$96.8M
Exchange Traded Concepts, LLC1,253,367
0.4% of portfolio›$95.8M
Fund Evaluation Group, LLC1,196,492
2.2% of portfolio›$91.4M
D.A. Davidson & Co.1,192,175
0.5% of portfolio›$91.1M
Martel Wealth Advisors LLC1,057,128
12.7% of portfolio›$80.8M
International City Management Association Retirement Corp992,721
17.1% of portfolio›$75.8M
Integris Wealth Management, LLC949,554
13.9% of portfolio›$72.5M
First Merchants Corp889,927
2.2% of portfolio›$68.0M
Petersen Hastings Wealth Advisors Inc.885,961
5.6% of portfolio›$67.7M
Gemmer Asset Management LLC879,180
4.4% of portfolio›$67.2M
Farther Finance Advisors, LLC721,887
0.4% of portfolio›$55.2M
Arbor Investment Advisors, LLC692,842
6.0% of portfolio›$52.9M
Symmetry Partners, LLC648,854
2.5% of portfolio›$49.6M
Presilium Private Wealth, LLC648,612
7.3% of portfolio›$49.6M
Clark Asset Management, LLC627,869
3.5% of portfolio›$48.0M
Old Peak Finance LLC613,945
21.9% of portfolio›$46.9M
Wealth Enhancement Advisory Services, LLC559,765
0.0% of portfolio›$30.8M
Prime Capital Investment Advisors, LLC541,945
0.4% of portfolio›$41.4M
Savant Capital, LLC514,877
0.1% of portfolio›$39.3M
Human Investing LLC505,293
4.9% of portfolio›$38.6M
Partners in Financial Planning497,511
5.9% of portfolio›$38.0M
Sage Financial Management Group, Inc.480,482
9.6% of portfolio›$36.7M
PDS Planning, Inc477,438
2.1% of portfolio›$36.5M
Associated Banc-Corp450,580
0.8% of portfolio›$34.4M
Cullen T Bankers, Inc.446,660
0.3% of portfolio›$34.1M
Barr E S & Co441,312
2.0% of portfolio›$33.7M
Vise Technologies, Inc.441,186
0.3% of portfolio›$33.7M
Compass Planning Associates Inc437,985
17.5% of portfolio›$33.5M
Berkshire Money Management, Inc.435,680
2.9% of portfolio›$33.3M
Greenup Street Wealth Management LLC431,308
4.1% of portfolio›$33.0M
Park Avenue Securities LLC429,800
0.0% of portfolio›$32.8K
Elevation Point Wealth Partners, LLC418,054
0.5% of portfolio›$31.9M
Avior Wealth Management, LLC401,620
0.8% of portfolio›$30.7M
Root Financial Partners, LLC399,570
1.0% of portfolio›$30.5M
EverSource Wealth Advisors, LLC382,784
0.9% of portfolio›$29.2M
Kwmg, LLC368,959
2.0% of portfolio›$28.2M
Principal Financial Group Inc356,184
0.0% of portfolio›$27.2M
Nisa Investment Advisors, LLC356,184
0.1% of portfolio›$27.2M
Kestra Advisory Services, LLC345,358
0.1% of portfolio›$26.4M
Daymark Wealth Partners, LLC345,014
0.6% of portfolio›$26.4M
Blue Trust, Inc.343,007
0.3% of portfolio›$26.2M
Apollon Wealth Management, LLC340,441
0.3% of portfolio›$26.0M
XML Financial, LLC324,185
1.8% of portfolio›$24.8M
Citigroup Inc315,619
0.0% of portfolio›$24.1M
Discipline Wealth Solutions, LLC312,847
2.1% of portfolio›$23.9M
BetterWealth, LLC307,279
4.0% of portfolio›$23.5M
Lighthouse Financial Services Inc302,875
4.8% of portfolio›$23.1M
Parkside Financial Bank & Trust289,697
1.5% of portfolio›$22.1M
Wiser Wealth Management, Inc284,610
4.0% of portfolio›$21.7M
Evolution Advisers, Inc.281,528
7.8% of portfolio›$21.5M
Brookstone Capital Management276,046
0.2% of portfolio›$21.1M
Lutz Financial Services LLC274,769
1.3% of portfolio›$21.0M
Stephenson & Company, Inc.273,953
9.5% of portfolio›$20.9M
Greystone Financial Group, LLC273,657
5.8% of portfolio›$20.9M
MilWealth Group LLC271,670
4.5% of portfolio›$20.8M
Beacon Capital Management, Inc.270,391
1.3% of portfolio›$20.7M
Trellis Wealth Advisors LLC270,221
6.9% of portfolio›$20.6M
Graves Light Lenhart Wealth, Inc.269,687
1.9% of portfolio›$20.6M
Atria Investments, Inc268,656
0.2% of portfolio›$20.5M
eCIO, Inc.266,838
7.0% of portfolio›$20.4M
Modera Wealth Management, LLC266,584
0.2% of portfolio›$20.4M
Fort Henry Capital, LLC257,840
11.0% of portfolio›$19.7M
Forza Wealth Management, LLC256,470
5.7% of portfolio›$19.6M
First Heartland Consultants, Inc.256,380
1.3% of portfolio›$19.6M
Factor Wealth Management LTD256,036
3.0% of portfolio›$19.6M
Choreo, LLC255,231
0.2% of portfolio›$19.5M
Oath Planning, LLC254,986
12.6% of portfolio›$19.5M
Brewster Financial Planning LLC247,918
10.4% of portfolio›$18.9M
Wealth Dimensions Group, Ltd.245,478
3.2% of portfolio›$18.8M
First Horizon Corp243,719
0.7% of portfolio›$18.6M
Level Financial Advisors241,620
4.1% of portfolio›$18.5M
Silver Oak Advisory Group, Inc.239,703
7.1% of portfolio›$18.3M
TD Private Client Wealth LLC238,537
0.3% of portfolio›$18.2M
Your Advocates Ltd., LLP237,069
5.1% of portfolio›$18.1M
SAX Wealth Advisors, LLC229,254
0.5% of portfolio›$17.5M
Concurrent Investment Advisors, LLC229,230
0.1% of portfolio›$17.5M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors224,834
0.8% of portfolio›$17.2M
Mustard Seed Financial, LLC224,053
8.8% of portfolio›$17.1M
Safir Wealth Advisors, LLC221,088
10.8% of portfolio›$16.9M
Investment Planning Advisors, Inc.220,911
3.8% of portfolio›$16.9M
Investment Partners, Ltd.216,052
2.5% of portfolio›$16.5M
Eagle Rock Investment Company, LLC207,355
2.0% of portfolio›$15.8M
HUB Investment Partners, LLC202,928
0.3% of portfolio›$15.5M
Stone Summit Wealth LLC200,665
4.1% of portfolio›$15.3M
Harfst & Associates, Inc.194,224
2.2% of portfolio›$14.8M
Vertrix Wealth Management, LLC193,041
5.1% of portfolio›$14.7M
Frankly Finances, LLC187,325
11.2% of portfolio›$14.3M
Compass Wealth Management, LLC186,744
5.6% of portfolio›$14.3M
SigFig Wealth Management, LLC186,155
0.4% of portfolio›$14.2M
US Bancorp \de\183,374
0.0% of portfolio›$14.0M
Bay Harbor Wealth Management, LLC181,252
3.1% of portfolio›$13.8M
Harpswell Capital Advisors, LLC177,623
8.9% of portfolio›$13.6M
PNC Financial Services Group, Inc.176,630
0.0% of portfolio›$13.5M
Elevate Wealth Advisory, Inc173,494
6.8% of portfolio›$13.3M
Kestra Private Wealth Services, LLC168,042
0.1% of portfolio›$12.8M
Farmers & Merchants Investments Inc166,386
0.3% of portfolio›$12.7M
Alkeme Wealth, LLC163,164
4.7% of portfolio›$12.5M
NorthCrest Asset Manangement, LLC156,906
0.3% of portfolio›$12.0M
Parker Financial LLC156,362
4.3% of portfolio›$11.9M
Fidato Wealth LLC154,543
6.4% of portfolio›$11.8M
J.W. Cole Advisors, Inc.154,467
0.2% of portfolio›$11.8M
3 Factor Indexing, LLC153,259
9.7% of portfolio›$11.7M
City State Bank151,006
2.6% of portfolio›$11.5M
Hopwood Financial Services, Inc.149,083
6.5% of portfolio›$11.4M
Lynch Investment Planning, LLC148,200
8.3% of portfolio›$11.3M
Mission Wealth Management, LP146,423
0.2% of portfolio›$11.2M
Pines Wealth Management, LLC146,287
3.2% of portfolio›$11.2M
Mountain Pacific Investment Advisers LLC145,707
1.8% of portfolio›$11.1M
McAdam, LLC143,664
0.4% of portfolio›$11.0M
Cherry Tree Wealth Management, LLC141,493
2.0% of portfolio›$10.8M
Focus Financial Network, Inc.140,803
0.3% of portfolio›$10.8M
Parr Mcknight Wealth Management Group, LLC137,041
1.2% of portfolio›$10.5M
Aspire Private Capital, LLC135,318
2.1% of portfolio›$10.3M
RFG Advisory, LLC132,054
0.1% of portfolio›$10.1M
Kathmere Capital Management, LLC131,147
0.5% of portfolio›$10.0M
TD Waterhouse Canada Inc.128,959
0.0% of portfolio›$9.8M
IFG Advisors, LLC128,855
1.3% of portfolio›$9.8M
RF&L Wealth Management, LLC128,354
6.6% of portfolio›$9.8M
White Lighthouse Investment Management Inc.127,416
1.2% of portfolio›$9.7M
VCI Wealth Management LLC126,106
2.3% of portfolio›$9.6M
Successful Portfolios LLC125,544
4.4% of portfolio›$9.6M
Clarity Capital Advisors, LLC122,895
3.9% of portfolio›$9.4M
Washington Capital Management, Inc116,455
6.0% of portfolio›$8.9M
CGN Advisors LLC114,541
0.7% of portfolio›$8.8M
Arcadia Wealth Management, LLC113,323
2.6% of portfolio›$8.7M
Earned Wealth Advisors, LLC112,555
0.5% of portfolio›$8.6M
Compound Planning, Inc.111,142
0.2% of portfolio›$8.5M
Sfam, LLC110,638
6.8% of portfolio›$8.5M
Essential Planning, Llc.109,563
2.3% of portfolio›$8.4M
Parallel Advisors, LLC105,819
0.1% of portfolio›$8.1M
Redw Wealth LLC103,601
2.9% of portfolio›$7.9M
Krane Financial Solutions LLC103,029
5.0% of portfolio›$7.9M
Hohimer Wealth Management, LLC102,550
0.8% of portfolio›$7.8M
Austin Asset Management Co Inc101,081
1.0% of portfolio›$7.7M
Eagle Strategies LLC100,742
0.7% of portfolio›$7.7M
Ashton Thomas Private Wealth, LLC100,205
0.2% of portfolio›$7.7M
Fifth Third Securities, Inc.100,066
0.4% of portfolio›$7.6M
Echo45 Advisors LLC99,846
3.5% of portfolio›$7.6M
Thrivent Financial for Lutherans99,734
0.0% of portfolio›$7.6K
Uptown Financial Advisors LLC99,475
5.4% of portfolio›$7.6M
Prudent Man Advisors, LLC97,581
1.8% of portfolio›$7.5M
Retiremitten Financial LLC97,558
2.9% of portfolio›$7.5M
Patriot Investment Management Group, Inc.97,457
0.4% of portfolio›$7.4M
Capital Investment Advisors, LLC95,849
0.1% of portfolio›$7.3M
Culbertson A N & Co Inc94,206
0.8% of portfolio›$7.2M
Dynamic Advisor Solutions LLC92,325
0.2% of portfolio›$7.1M
Bull Street Advisors, LLC91,219
0.0% of portfolio›$7.0K
Pacific Park Financial, Inc.90,940
4.1% of portfolio›$6.9M
Slow Capital, Inc.89,415
0.8% of portfolio›$6.8M
Foundation Wealth Management, Llc\pa88,242
2.2% of portfolio›$6.7M
Arcataur Capital Management LLC87,829
1.7% of portfolio›$6.7M
Integrity Investment Advisors, LLC87,083
2.6% of portfolio›$6.7M
Carnegie Investment Counsel87,028
0.1% of portfolio›$6.6M
Bath Savings Trust Co86,774
0.7% of portfolio›$6.6M
TFC Financial Management, Inc.86,565
0.7% of portfolio›$6.6M
Elevated Capital Advisors, LLC86,196
2.2% of portfolio›$6.6M
Mosley Wealth Management86,171
1.9% of portfolio›$6.6M
BancFirst Trust & Investment Management85,214
3.4% of portfolio›$6.5M
Diversified Portfolios, Inc.84,994
0.4% of portfolio›$6.5M
First Affirmative Financial Network82,369
1.4% of portfolio›$6.3M
BIP Wealth, LLC81,455
0.2% of portfolio›$6.2M
Bull Oak Capital, LLC81,148
2.0% of portfolio›$6.2M
Harbour Trust & Investment Management Co81,098
0.6% of portfolio›$6.2M
Phillip James Consulting Co.81,026
4.2% of portfolio›$6.2M
Neumann Capital Management, LLC79,759
1.6% of portfolio›$6.1M
Belleair Asset Management, LLC79,681
5.1% of portfolio›$6.1M
Cadent Capital Advisors, LLC77,335
1.3% of portfolio›$5.9M
Retirement Wealth Solutions LLC77,099
3.1% of portfolio›$5.9M
Sunesis Advisors, LLC76,788
3.0% of portfolio›$5.9M
Prosperity Planning, Inc.76,648
1.3% of portfolio›$5.9M
Darrow Company, Inc.75,921
2.3% of portfolio›$5.8M
Greenspring Advisors, LLC75,548
0.3% of portfolio›$5.8M
Bluestem Financial Advisors, LLC75,318
2.0% of portfolio›$5.8M
Kanawha Capital Management LLC74,152
0.4% of portfolio›$5.7M
Oppenheimer & Co Inc73,119
0.1% of portfolio›$5.6M
Valpey Financial Services, LLC71,472
3.3% of portfolio›$5.5M
Cooke Wealth Management, LLC71,376
4.6% of portfolio›$5.5M
Sage Investment Advisers LLC70,925
3.5% of portfolio›$5.4M
Consilium Wealth Advisory, LLC70,460
1.6% of portfolio›$5.4M
Merit Financial Group, LLC69,871
0.0% of portfolio›$5.3M
Ferguson Johnson Wealth Management Inc68,367
3.8% of portfolio›$5.2M
Ascentis Independent Advisors67,557
0.3% of portfolio›$5.2M
Alps Advisors Inc67,478
0.0% of portfolio›$5.2M
Sigma Planning Corp67,175
0.1% of portfolio›$5.1M
Integrated Advisors Network LLC66,795
0.2% of portfolio›$5.1M
Manuka Financial, LLC66,677
2.5% of portfolio›$5.1M
Sterling Financial Planning, Inc.66,170
1.4% of portfolio›$5.1M
Gladwyn Financial Advisors, Inc.65,820
3.2% of portfolio›$5.0M
VestGen Advisors, LLC65,680
0.2% of portfolio›$5.0M
Brighton Jones LLC64,166
0.1% of portfolio›$4.9M
Somnio Financial Group, LLC62,452
2.9% of portfolio›$4.8M
Perigon Wealth Management, LLC60,581
0.1% of portfolio›$4.6M
Ti-Trust, Inc60,441
2.5% of portfolio›$4.6M
Infinity Wealth Counsel, LLC60,129
3.7% of portfolio›$4.6M
Omni 360 Wealth, Inc.59,537
2.1% of portfolio›$4.5M
United Financial Planning Group LLC59,442
2.3% of portfolio›$4.6M
Caldwell Trust Co59,016
0.4% of portfolio›$4.5M
Fonville Wealth Management LLC58,664
0.7% of portfolio›$4.5M
Colorado Capital Management, Inc.57,298
0.0% of portfolio›$4.4K
Wealth Architects, LLC57,118
0.3% of portfolio›$4.4M
Oppenheimer Asset Management Inc.56,945
0.0% of portfolio›$4.4M
Courage Miller Partners, LLC56,461
1.1% of portfolio›$4.3M
Evensky & Katz LLC54,785
0.0% of portfolio›$4.2K
Pearl Planning LLC54,745
1.7% of portfolio›$4.2M
WBH Advisory Inc54,556
0.3% of portfolio›$4.2M
Phillips Financial Management, LLC53,859
0.3% of portfolio›$4.1M
Good Harbor Advisors, Inc.52,536
3.7% of portfolio›$4.0M
Cranbrook Wealth Management, LLC51,951
0.7% of portfolio›$4.0M
Sterling Investment Management, LLC51,570
2.1% of portfolio›$3.9M
McNaughton Wealth Management, LLC51,108
1.4% of portfolio›$3.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management51,056
0.1% of portfolio›$3.9M
Towne Trust Company, N.a50,962
1.1% of portfolio›$3.9M
AGF Management LTD50,390
0.0% of portfolio›$3.8M
Lanark Financial, Inc.50,098
0.3% of portfolio›$3.8M
Galvin, Gaustad & Stein, LLC49,800
0.3% of portfolio›$3.8M
Foster Group, Inc.49,783
0.1% of portfolio›$3.8M
Lodestone Wealth Management LLC49,691
1.3% of portfolio›$3.8M
Spire Wealth Management49,545
0.1% of portfolio›$3.8M
HT Partners LLC49,468
1.0% of portfolio›$3.8M
Eastern Bank49,018
0.1% of portfolio›$3.7M
Arbor Wealth Advisors LLC48,972
2.3% of portfolio›$3.7M
Tctc Holdings, LLC47,755
0.1% of portfolio›$3.6M
BLB&B Advisors, LLC47,718
0.1% of portfolio›$3.6M
B. Riley Wealth Advisors, Inc.46,813
0.1% of portfolio›$3.6M
Traveka Wealth, LLC46,749
1.1% of portfolio›$3.6M
Patten Group, Inc.46,303
0.5% of portfolio›$3.5M
Bokf, NA46,108
0.1% of portfolio›$3.5M
TCI Wealth Advisors, Inc.45,995
0.1% of portfolio›$3.5M
XY Planning Network, Inc.45,849
0.4% of portfolio›$3.5M
Sellwood Investment Partners LLC45,580
1.2% of portfolio›$3.5M
Ackerman Capital Advisors, LLC45,293
0.7% of portfolio›$3.5M
Red Mountain Financial, LLC45,160
2.9% of portfolio›$3.5M
Naples Global Advisors, LLC44,437
0.2% of portfolio›$3.4M
Welch & Forbes LLC44,252
0.0% of portfolio›$3.4M
Aletheian Wealth Advisors LLC43,849
1.3% of portfolio›$3.4M
Citizens Financial Group Inc43,795
0.0% of portfolio›$3.3M
Moller Wealth Partners43,762
0.6% of portfolio›$3.3M
Bryn Mawr Trust Advisors, LLC43,549
0.1% of portfolio›$3.3M
Compass Wealth Management LLC42,950
0.6% of portfolio›$3.3M
First Hawaiian Bank42,935
0.4% of portfolio›$3.3M
Cornerstone Wealth Management, LLC42,892
0.1% of portfolio›$3.3M
Meridian Wealth Management, LLC42,436
0.1% of portfolio›$3.2M
Ridgewood Investments LLC42,395
1.2% of portfolio›$3.2M
DBK Financial Counsel, LLC41,931
2.6% of portfolio›$3.2M
Grey Fox Wealth Advisors, LLC41,902
0.5% of portfolio›$3.2M
Maseco LLP41,514
0.1% of portfolio›$3.2M
Connecticut Wealth Management, LLC41,096
0.1% of portfolio›$3.1M
Leeward Financial Partners, LLC40,865
0.8% of portfolio›$3.1M
Allodium Investment Consultants, LLC40,814
1.3% of portfolio›$3.1M
Avidian Wealth Enterprises, LLC40,738
0.1% of portfolio›$3.1M
Central Pacific Bank - Trust Division40,596
0.3% of portfolio›$3.1M
Glass Jacobson Investment Advisors llc40,063
0.9% of portfolio›$3.1M
Evanson Financial, LLC40,007
0.2% of portfolio›$3.1M
Legacy Wealth Partners, LLC37,917
0.6% of portfolio›$2.9M
Jacobsen Capital Management37,740
0.8% of portfolio›$2.9M
FC Advisory LLC37,495
0.8% of portfolio›$2.9M
Websterrogers Financial Advisors, LLC37,463
0.8% of portfolio›$2.9M
Affinity Capital Advisors, LLC37,393
0.3% of portfolio›$2.9M
Woodside Wealth Management LLC36,843
1.9% of portfolio›$2.8M
Acropolis Investment Management, LLC36,283
0.1% of portfolio›$2.8M
MCF Advisors LLC35,753
0.1% of portfolio›$2.7M
Alpha Omega Wealth Management LLC34,665
0.4% of portfolio›$2.6M
Aspirean Wealth, LLC34,554
2.4% of portfolio›$2.6M
Opus Financial Solutions LLC33,385
2.3% of portfolio›$2.6M
Brighton Securities Corp.33,155
1.1% of portfolio›$2.5M
Good Steward Wealth Advisors,LLC32,889
1.5% of portfolio›$2.5M
HB Wealth Management, LLC32,870
0.0% of portfolio›$2.5M
Fidelis iM, LLC32,828
0.8% of portfolio›$2.5M
Columbia Asset Management32,756
0.4% of portfolio›$2.5M
Avion Wealth32,724
0.0% of portfolio›$2.5K
Level Wealth Management LLC32,530
0.9% of portfolio›$2.5M
Eclectic Associates Inc32,122
0.3% of portfolio›$2.5M
Old Port Advisors31,971
0.5% of portfolio›$2.4M
Absolute Capital Management, LLC31,532
0.6% of portfolio›$2.4M
Evergreen Wealth Management, LLC31,378
0.9% of portfolio›$2.4M
Everett Harris & Co31,254
0.0% of portfolio›$2.4M
PFG Advisors31,031
0.1% of portfolio›$2.4M
PW Nova Financial Services LLC31,017
0.5% of portfolio›$2.4M
Independent Financial Group, LLC30,580
0.0% of portfolio›$2.3M
Aerodigm Wealth, LLC30,449
0.8% of portfolio›$2.3M
Koshinski Asset Management, Inc.30,414
0.1% of portfolio›$2.3M
AMG National Trust Bank30,248
0.0% of portfolio›$2.3M
Certior Financial Group, LLC30,236
1.3% of portfolio›$2.3M
Capital Advisors, Ltd. LLC30,125
0.0% of portfolio›$2.3K
MMA Asset Management LLC29,844
0.7% of portfolio›$2.3M
Evolution Wealth Advisors, LLC29,742
0.2% of portfolio›$2.3M
Chicago Partners Investment Group LLC29,695
0.0% of portfolio›$2.3M
Paladin Partners, LLC29,603
1.4% of portfolio›$2.3M
Compass Ion Advisors, LLC29,432
0.2% of portfolio›$2.2M
Soltis Investment Advisors LLC29,408
0.1% of portfolio›$2.2M
GreatBanc Trust Co29,157
1.3% of portfolio›$2.2M
AUA Capital Management, LLC28,971
1.0% of portfolio›$2.2M
Entruity Wealth, LLC28,944
1.4% of portfolio›$2.2M
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies28,615
1.7% of portfolio›$2.2M
Marathon Wealth Advisors LLC28,578
0.7% of portfolio›$2.2M
Family Wealth Partners, LLC28,511
0.7% of portfolio›$2.2M
Level Four Advisory Services, LLC28,292
0.1% of portfolio›$2.2M
Bfsg, LLC28,169
0.2% of portfolio›$2.2M
Robinswood Financial LLC28,017
0.7% of portfolio›$2.1M
180 Wealth Advisors, LLC27,791
0.2% of portfolio›$2.1M
American Financial & TAX Strategies Inc27,606
1.0% of portfolio›$2.1M
Thompson Investment Management, Inc.27,586
0.2% of portfolio›$2.1M
Old National Bancorp27,452
0.0% of portfolio›$2.1M
First Interstate Bank27,157
0.1% of portfolio›$2.1M
HMV Wealth Advisors, LLC27,122
0.8% of portfolio›$2.1M
Massachusetts Wealth Management26,886
0.8% of portfolio›$2.1M
Cahaba Wealth Management, Inc.26,634
0.1% of portfolio›$2.0M
Bryant Woods Investment Advisors, LLC26,631
0.6% of portfolio›$2.0M
Financial Concepts Unlimited, Inc.26,532
1.6% of portfolio›$2.0M
Crestwood Advisors Group, LLC26,385
0.0% of portfolio›$2.0M
CoreCap Advisors, LLC25,620
0.1% of portfolio›$2.0M
Summit Wealth Group LLC / Co25,447
0.1% of portfolio›$1.9M
Provident Wealth Management, LLC25,416
0.7% of portfolio›$1.9M
Greenbush Financial Group, LLC25,352
0.6% of portfolio›$1.9M
Baker Avenue Asset Management, LP25,249
0.0% of portfolio›$1.9M
Tritonpoint Wealth, LLC25,046
0.2% of portfolio›$1.9M
J. Safra Sarasin Holding AG25,000
0.0% of portfolio›$1.9M
Legacy Advisors, LLC24,790
0.2% of portfolio›$1.9M
Everhart Financial Group, Inc.24,541
0.1% of portfolio›$1.9M
Joel Isaacson & Co., LLC24,450
0.1% of portfolio›$1.9M
Hickory Point Bank & Trust24,415
1.1% of portfolio›$1.9M
SC&H Financial Advisors, Inc.24,238
0.3% of portfolio›$1.9M
Bdfs Capital LLC23,985
0.9% of portfolio›$1.8M
Family Legacy, Inc.23,860
0.5% of portfolio›$1.8M
Valley Wealth Managers, Inc.23,780
0.1% of portfolio›$1.8M
Fiduciary Advisors, Inc.23,780
1.2% of portfolio›$1.8M
Moisand Fitzgerald Tamayo, LLC23,630
0.2% of portfolio›$1.8M
Wedbush Securities Inc23,609
0.0% of portfolio›$1.8K
StoneX Group Inc.23,583
0.1% of portfolio›$1.8M
IFP Advisors, Inc23,436
0.0% of portfolio›$1.8M
Signal Advisors Wealth, LLC23,413
0.1% of portfolio›$1.8M
MGO One Seven LLC23,329
0.0% of portfolio›$1.8M
Outlook Wealth Advisors, LLC23,038
0.4% of portfolio›$1.8M
Powerhouse Assets LLC22,871
1.4% of portfolio›$1.7M
Riverbend Wealth Management, LLC22,630
0.8% of portfolio›$1.7M
Bluedoor Private Wealth, LLC22,571
0.7% of portfolio›$1.6M
Northwest Wealth Management, LLC22,402
0.2% of portfolio›$1.7M
Anchor Capital Advisors LLC22,330
0.1% of portfolio›$1.7M
Allen Investment Management, LLC21,353
0.0% of portfolio›$1.6M
L.K. Benson & Company, P.C.21,352
0.5% of portfolio›$1.6M
Aries Wealth Management21,220
0.3% of portfolio›$1.6M
Nations Financial Group Inc,21,177
0.1% of portfolio›$1.6M
Madrid Wealth Management, LLC20,994
1.0% of portfolio›$1.6M
UMB Bank, n.a.20,913
0.0% of portfolio›$1.6M
Randall & Associates Wealth Management20,861
1.0% of portfolio›$1.6M
Endeavor Private Wealth, Inc.20,659
0.4% of portfolio›$1.6M
First American Bank20,545
0.1% of portfolio›$1.6M
Indivisible Partners20,535
0.1% of portfolio›$1.6M
Sagace Wealth Management LLC20,371
1.0% of portfolio›$1.6M
M Holdings Securities, Inc.20,222
0.0% of portfolio›$1.6K
Legacy Solutions, LLC20,079
1.2% of portfolio›$1.5M
Security Financial Services, Inc.19,410
0.2% of portfolio›$1.5M
Global Wealth Management Investment Advisory, Inc.19,352
0.2% of portfolio›$1.5M
Howard Financial Services, Ltd.19,228
0.2% of portfolio›$1.5M
Ascent Wealth Partners, LLC18,848
0.1% of portfolio›$1.4M
Selective Wealth Management, Inc.18,544
0.3% of portfolio›$1.4M
Kondo Wealth Advisors, Inc.18,535
0.5% of portfolio›$1.4M
Navigate Wealth Management, LLC18,494
0.9% of portfolio›$1.4M
Keybank National Association18,372
0.0% of portfolio›$1.4M
Ascent Group, LLC18,239
0.0% of portfolio›$1.4M
Flagstar Securities, Inc18,135
0.4% of portfolio›$1.4M
Flagship Harbor Advisors, LLC18,128
0.1% of portfolio›$1.4M
Rockwood Wealth Management, LLC18,056
0.1% of portfolio›$1.4M
Guidance Capital, Inc17,930
0.3% of portfolio›$1.4M
Asset Allocation & Management Company, LLC17,772
0.0% of portfolio›$1.4K
Waller Financial Planning Group, Inc17,645
0.3% of portfolio›$1.3M
Bison Wealth, LLC17,548
0.1% of portfolio›$1.3M
Montag A & Associates Inc17,354
0.1% of portfolio›$1.3M
Stonebridge Financial Group, LLC16,985
0.1% of portfolio›$1.3M
Ashton Thomas Securities, LLC16,910
0.1% of portfolio›$1.3M
Womack Financial LLC16,891
0.8% of portfolio›$1.3M
Rosenberg Matthew Hamilton16,689
0.2% of portfolio›$1.3M
NBT Bank, N.A.16,596
0.1% of portfolio›$1.3M
Genesis Private Wealth, LLC16,565
0.4% of portfolio›$1.3M
Mesirow Financial Investment Management, Inc.16,095
0.0% of portfolio›$1.2M
Juncture Wealth Strategies, LLC15,971
0.3% of portfolio›$1.2M
Cacti Asset Management LLC15,803
0.1% of portfolio›$1.2M
Smithbridge Asset Management Inc15,550
0.2% of portfolio›$1.2M
Cumberland Advisors Inc15,315
0.4% of portfolio›$1.2M
Syntegra Private Wealth Group, LLC15,283
0.1% of portfolio›$1.2M
Archer Investment Corp15,056
0.2% of portfolio›$1.2M
Wilkins Miller Wealth Management, LLC15,027
0.6% of portfolio›$1.1M
Sloy Dahl & Holst, LLC14,872
0.2% of portfolio›$1.1M
Mengis Capital Management, Inc.14,870
0.2% of portfolio›$1.1M
Fortis Group Advisors, LLC14,765
0.2% of portfolio›$1.1M
CWA Asset Management Group, LLC14,402
0.0% of portfolio›$1.1M
Hall Laurie J Trustee14,267
0.3% of portfolio›$1.1M
Zeit Capital LLC14,264
6.6% of portfolio›$10.7M
LongView Wealth Management14,181
0.3% of portfolio›$1.1M
Rossby Financial, LCC14,142
0.2% of portfolio›$1.1M
Laurel OAK Wealth Management, LLC14,084
0.2% of portfolio›$1.1M
International Assets Investment Management, LLC14,049
0.1% of portfolio›$1.1M
TritonPoint Partners, LLC13,816
0.2% of portfolio›$1.1M
Transcendent Capital Group LLC13,759
0.4% of portfolio›$1.1M
Shuttleworth & Co13,610
0.8% of portfolio›$1.0M
Csenge Advisory Group13,539
0.0% of portfolio›$1.0M
Blueprint Financial Advisors LLC13,531
0.1% of portfolio›$1.0M
Amicus Financial Advisors, LLC13,430
0.3% of portfolio›$1.0M
Prairie Advisory, LLC13,318
0.1% of portfolio›$1.0M
Americana Partners, LLC13,086
0.0% of portfolio›$999.8K
KFA Private Wealth Group, LLC12,969
0.2% of portfolio›$990.8K
Trust Co of Vermont12,886
0.0% of portfolio›$984.5K
Lynx Investment Advisory12,805
0.3% of portfolio›$978.3K
Schwartz Investment Counsel Inc12,750
0.0% of portfolio›$974.1K
McLean Asset Management Corp12,373
0.1% of portfolio›$953.5K
Retirement Planning Group, LLC12,350
0.0% of portfolio›$943.5K
MassMutual Private Wealth & Trust, FSB12,154
0.0% of portfolio›$928.6K
Acorn Wealth Advisors, LLC12,060
0.2% of portfolio›$921.4K
Chapin Davis, Inc.12,036
0.2% of portfolio›$919.6K
Aspiriant, LLC12,019
0.0% of portfolio›$918.3K
Southland Equity Partners LLC11,859
0.2% of portfolio›$906.0K
Andrews, Lucia Wealth Management LLC11,558
0.5% of portfolio›$883.0K
RCS Financial Planning, LLC11,553
0.5% of portfolio›$882.7K
Unison Advisors LLC11,553
0.1% of portfolio›$882.7K
Calamos Wealth Management LLC11,361
0.0% of portfolio›$868.0K
Aprio Wealth Management, LLC11,309
0.0% of portfolio›$864.0K
Oak Grove Capital LLC11,290
0.0% of portfolio›$862.6K
Lodestar Private Asset Management LLC11,147
0.1% of portfolio›$851.6K
MBL Wealth, LLC11,050
0.1% of portfolio›$844.2K
TrustWell Financial Advisors, LLC11,030
0.7% of portfolio›$842.7K
Fiera Capital Corp11,001
0.0% of portfolio›$840.5K
Opus Capital Group, LLC10,975
0.0% of portfolio›$838
Simplicity Wealth,LLC10,954
0.0% of portfolio›$836.9K
Texas Bank & Trust Co10,940
0.3% of portfolio›$835.8K
Cooper Financial Group10,935
0.1% of portfolio›$835.4K
Reap Financial Group, LLC10,879
0.1% of portfolio›$831.1K
Clearstead Advisors, LLC10,873
0.0% of portfolio›$830.7K
PUREfi Wealth, LLC10,844
0.4% of portfolio›$828.5K
Center For Asset Management LLC10,768
0.4% of portfolio›$822.7K
Lido Advisors, LLC10,757
0.0% of portfolio›$821.9K
Equity Investment Corp10,653
0.0% of portfolio›$813.9K
RED Cedar Investment Management, LLC10,560
0.1% of portfolio›$806.8K
GC Wealth Management RIA, LLC10,457
0.0% of portfolio›$798.9K
Alhambra Investment Management LLC10,454
0.3% of portfolio›$798.7K
Hillcrest Wealth Advisors - NY, LLC10,440
0.3% of portfolio›$797.6K
Emergent Wealth Advisors, LLC10,239
0.4% of portfolio›$782.2K
Global Financial Private Client, LLC10,195
0.2% of portfolio›$778.9K
Gridiron Partners, LLC10,041
0.4% of portfolio›$767.1K
HBE Wealth Management, LLC10,013
0.5% of portfolio›$765.0K
Allegiance Financial Group Advisory Services LLC9,981
0.1% of portfolio›$762.5K
Mogy Joel R Investment Counsel Inc9,875
0.0% of portfolio›$754.5K
Cornerstone Planning Group LLC9,808
0.1% of portfolio›$749.1K
American Institute for Advanced Investment Management, LLP9,761
0.4% of portfolio›$745.7K
Ballast Financial Advisors LLC9,721
0.7% of portfolio›$742.7K
First Premier Bank9,709
0.0% of portfolio›$742
Acorn Financial Advisory Services Inc9,666
0.1% of portfolio›$738.5K
Planning Strategies Inc.9,574
0.4% of portfolio›$731.5K
Lighthouse Wealth Management Inc.9,462
0.4% of portfolio›$722.9K
Turtle Creek Wealth Advisors, LLC9,415
0.0% of portfolio›$719.3K
Able Financial Group, LLC9,357
0.1% of portfolio›$714.9K
Powers Advisory Group, LLC9,329
0.2% of portfolio›$712.8K
Physician Wealth Solutions Inc.9,245
0.3% of portfolio›$706.3K
Beacon Investment Advisory Services, Inc.9,129
0.0% of portfolio›$697.5K
Gradient Capital Advisors, LLC9,097
0.2% of portfolio›$695.0K
Atlatl Advisers LLC9,078
0.2% of portfolio›$693.6K
FSM Wealth Advisors, LLC9,055
0.1% of portfolio›$691.9K
Van Cleef Asset Management,Inc9,041
0.1% of portfolio›$690.7K
Security National Bank9,030
0.1% of portfolio›$689.9K
Davidson Trust Co9,023
0.3% of portfolio›$689.3K
Elevation Wealth Partners, LLC8,990
0.2% of portfolio›$686.8K
Strategic Blueprint, LLC8,984
0.0% of portfolio›$686.4K
Washington Trust Bank8,930
0.0% of portfolio›$682.3K
Matisse Capital8,823
0.3% of portfolio›$674.1K
International Private Wealth Advisors LLC8,787
0.3% of portfolio›$671.3K
Kelly Financial Services LLC8,746
0.1% of portfolio›$668.2K
Diversify Advisory Services, LLC8,485
0.0% of portfolio›$649.6K
Diversify Wealth Management, LLC8,485
0.0% of portfolio›$649.6K
SeaCrest Wealth Management, LLC8,325
0.1% of portfolio›$636.0K
Donalies Financial Planning, LLC8,323
0.5% of portfolio›$635.8K
Archford Capital Strategies, LLC8,314
0.1% of portfolio›$635.2K
Essex LLC8,257
0.1% of portfolio›$630.8K
Compass Financial Group, Inc. (Ohio)8,173
0.4% of portfolio›$624.4K
McClarren Financial Advisors, Inc.8,172
0.3% of portfolio›$624.4K
Barrett & Company, Inc.8,103
0.2% of portfolio›$619.1K
Frank, Rimerman Advisors LLC8,089
0.0% of portfolio›$618.0K
Folger Nolan Fleming Douglas Capital Management, Inc8,045
0.1% of portfolio›$614.6K
Guardsman Private Capital Management, Inc.7,932
0.4% of portfolio›$606.0K
Brookmont Capital Management7,876
0.3% of portfolio›$601.7K
Courier Capital LLC7,815
0.0% of portfolio›$597.1K
Glenview Trust Co7,713
0.0% of portfolio›$589.3K
Keudell ison Wealth Management7,630
0.1% of portfolio›$582.9K
Noesis Capital Mangement Corp7,629
0.1% of portfolio›$582.9K
Creative Financial Designs Inc7,624
0.0% of portfolio›$582.5K
Facet Wealth, Inc.7,621
0.0% of portfolio›$582.2K
Elevatus Welath Management7,612
0.1% of portfolio›$581.6K
Integrity Advisory Solutions, LLC7,529
0.1% of portfolio›$575.2K
Team Financial Group, LLC7,482
0.2% of portfolio›$571.6K
RIA Advisory Group LLC7,430
0.2% of portfolio›$567.7K
Prospera Financial Services Inc7,427
0.0% of portfolio›$573.1K
Tortoise Investment Management, LLC7,420
0.0% of portfolio›$566.9K
Delta Financial Advisors LLC7,416
0.1% of portfolio›$566.6K
Intergy Private Wealth, LLC7,390
0.1% of portfolio›$564.6K
Regions Financial Corp7,372
0.0% of portfolio›$563.2K
Brown, Lisle Ings, Inc.7,369
0.1% of portfolio›$563.0K
NBH Bank7,361
0.2% of portfolio›$562.4K
Vestia Personal Wealth Advisors7,331
0.2% of portfolio›$560.1K
SRH Advisors, LLC7,313
0.1% of portfolio›$558.7K
Two West Capital Advisors LLC7,237
0.3% of portfolio›$552.7K
Burney Co/7,189
0.0% of portfolio›$549.3K
Woodward Financial Advisors, Inc.7,152
0.2% of portfolio›$546.4K
Accelerate Investment Advisors LLC7,125
0.3% of portfolio›$544.3K
CWS Financial Advisors, LLC7,082
0.1% of portfolio›$541.0K
SpringVest Wealth Management LLC7,068
0.3% of portfolio›$540.0K
BCS Wealth Management7,040
0.1% of portfolio›$537.8K
BridgePort Financial Solutions, LLC7,017
0.1% of portfolio›$536.1K
Bank Julius Baer & Co. Ltd, Zurich6,900
0.0% of portfolio›$527.2K
Samalin Investment Counsel, LLC6,884
0.2% of portfolio›$526.0K
Synergy Asset Management, LLC6,866
0.0% of portfolio›$524.6K
Integrity Alliance, Llc.6,766
0.0% of portfolio›$516.9K
Evergreen Capital Management LLC6,701
0.0% of portfolio›$512.0K
Life Planning Partners, Inc6,663
0.4% of portfolio›$509.1K
APS Management Group, Inc.6,648
0.4% of portfolio›$507.9K
West Bancorporation Inc6,627
0.2% of portfolio›$506.3K
Gibraltar Capital Management, Inc.6,600
0.1% of portfolio›$504.2K
Silver Grove Financial Group, Inc.6,548
0.2% of portfolio›$500.2K
My Personal CFO, LLC6,535
0.2% of portfolio›$499.3K
Wiregrass Investment Management LLC6,500
0.3% of portfolio›$496.6K
Epiq Partners, LLC6,484
0.2% of portfolio›$495.4K
James Investment Research, Inc.6,476
0.1% of portfolio›$494.8K
Fortitude Advisory Group L.L.C.6,450
0.2% of portfolio›$492.8K
Trilogy Capital Inc.6,379
0.0% of portfolio›$487.4K
Sidoxia Capital Management, LLC6,356
0.3% of portfolio›$485.6K
Cogent Strategic Wealth LLC6,328
0.5% of portfolio›$483.4K
Canvas Wealth Advisors, LLC6,308
0.1% of portfolio›$485.1K
Breakwater Investment Management6,285
0.2% of portfolio›$480.2K
Shepherd Financial Partners LLC6,281
0.0% of portfolio›$479.9K
TrueWealth Advisors, LLC6,239
0.1% of portfolio›$476.7K
Altiora Financial Group, LLC6,219
0.1% of portfolio›$475.2K
WBI Investments, LLC6,117
0.1% of portfolio›$467.3K
Seizert Capital Partners, LLC6,114
0.0% of portfolio›$467.1K
Integrated Wealth Management6,045
0.5% of portfolio›$461.8K
RAM Investment Partners, LLC6,036
0.1% of portfolio›$461.2K
Armbruster Capital Management, Inc.5,962
0.1% of portfolio›$455.5K
WoodTrust Financial Corp5,945
0.0% of portfolio›$454
Baron Financial Group, LLC5,920
0.2% of portfolio›$452.3K
Nova Financial LLC5,844
0.2% of portfolio›$446.5K
Larson Financial Group LLC5,802
0.0% of portfolio›$443.3K
Mullaney, Keating & Wright, Inc.5,777
0.2% of portfolio›$441.3K
Shayne & Jacobs, LLC5,775
0.1% of portfolio›$441.2K
Reicon Wealth Advisors, LLC5,750
0.2% of portfolio›$439.3K
Uptick Partners, LLC5,739
0.1% of portfolio›$438.5K
LVW Advisors, LLC5,737
0.0% of portfolio›$438.3K
Fiduciary Financial Group, LLC5,722
0.1% of portfolio›$437.2K
Ritholtz Wealth Management5,720
0.0% of portfolio›$437.0K
United Advisor Group, LLC5,701
0.0% of portfolio›$435.5K
MeadowBrook Investment Advisors LLC5,690
0.3% of portfolio›$421.5K
Reston Wealth Management LLC5,640
0.1% of portfolio›$430.9K
One Degree Advisors Inc5,622
0.1% of portfolio›$429.0K
A. D. Beadell Investment Counsel, Inc.5,606
0.0% of portfolio›$428
CogentBlue Wealth Advisors, LLC5,601
0.4% of portfolio›$427.9K
Alamar Capital Management, LLC5,600
0.2% of portfolio›$427.8K
Hippocratic Financial Advisors, LLC5,466
0.2% of portfolio›$417.6K
Nicholas Hoffman & Company, Llc.5,447
0.0% of portfolio›$416.2K
Global Assets Advisory, LLC5,351
0.1% of portfolio›$407.7K
Revisor Wealth Management LLC5,339
0.1% of portfolio›$408.9K
Carlton Hofferkamp & Jenks Wealth Management, LLC5,316
0.1% of portfolio›$406.8K
First Citizens Bank & Trust Co5,286
0.0% of portfolio›$403.9K
TBH Global Asset Management, LLC5,264
0.1% of portfolio›$402.2K
Ballentine Capital Advisors, Inc5,246
0.2% of portfolio›$400.8K
Private Trust Co NA5,246
0.0% of portfolio›$400.8K
Livet Wealth, LLC5,234
0.2% of portfolio›$399.9K
Bridgelight Financial Advisors, Inc.5,229
0.3% of portfolio›$399.5K
HCR Wealth Advisors5,199
0.0% of portfolio›$397.2K
Todd Asset Management LLC5,192
0.0% of portfolio›$396.7K
Hoge Financial Services, LLC5,188
0.2% of portfolio›$396.3K
Montecito Bank & Trust5,153
0.1% of portfolio›$393.7K
Cambridge Capital Management, LLC5,153
0.1% of portfolio›$393.7K
Mainstream Capital Management LLC5,071
0.2% of portfolio›$387.4K
Krilogy Financial LLC5,055
0.0% of portfolio›$386.2K
Money Concepts Capital Corp5,042
0.0% of portfolio›$385.2K
Tennessee Valley Asset Management Partners5,027
0.0% of portfolio›$384.1K
Cantor Fitzgerald Investment Advisors L.P.5,018
0.0% of portfolio›$383.4K
Elevate Capital Advisors, LLC4,995
0.2% of portfolio›$381.6K
BAR Harbor Wealth Management4,979
0.0% of portfolio›$380.4K
Monument Group Wealth Advisors, LLC4,940
0.2% of portfolio›$377.4K
TruNorth Capital Management, LLC4,936
0.1% of portfolio›$377.1K
Chatham Capital Group, Inc.4,914
0.0% of portfolio›$375.4K
J.M. Arbour, LLC4,845
0.3% of portfolio›$370.1K
Kingswood Wealth Advisors, LLC4,785
0.0% of portfolio›$365.6K
Wealth Advisory Solutions, LLC4,771
0.1% of portfolio›$364.5K
SBI Securities Co., Ltd.4,724
0.0% of portfolio›$360.9K
Woodmont Investment Counsel LLC4,710
0.0% of portfolio›$359.8K
Wynn Capital, LLC4,700
0.2% of portfolio›$359.1K
Duncker Streett & Co Inc4,678
0.1% of portfolio›$357.4K
Elmwood Wealth Management, Inc.4,668
0.1% of portfolio›$356.6K
ARK & TLK Investments, LLC4,661
0.1% of portfolio›$356.1K
Forthright Family Wealth Advisory LLC4,640
0.2% of portfolio›$354.5K
Clear Creek Financial Management, LLC4,609
0.0% of portfolio›$352.1K
S.A. Mason LLC4,575
0.1% of portfolio›$349.5K
Compass Financial Management LLC4,547
0.0% of portfolio›$347.4K
Guyasuta Investment Advisors Inc4,518
0.0% of portfolio›$345.2K
Raleigh Capital Management Inc.4,505
0.1% of portfolio›$344.2K
Biltmore Family Office, LLC4,487
0.0% of portfolio›$342.8K
Keener Financial Planning LLC4,465
0.1% of portfolio›$341.1K
Element Pointe Advisors, LLC4,441
0.0% of portfolio›$339.3K
Clientfirst Wealth Management, LLC4,437
0.2% of portfolio›$339.0K
Wealthcare Advisory Partners LLC4,428
0.0% of portfolio›$338.3K
Private Management Group Inc4,420
0.0% of portfolio›$337.7K
EnRich Financial Partners LLC4,405
0.1% of portfolio›$336.5K
Tucker Asset Management LLC4,403
0.1% of portfolio›$336.4K
Prospera Capital Management, LLC4,378
0.1% of portfolio›$333.6K
Whitener Capital Management, Inc.4,375
0.1% of portfolio›$334.3K
Pinnacle Bancorp, Inc.4,363
0.1% of portfolio›$333.3K
Portland Financial Advisors Inc4,353
0.6% of portfolio›$332.6K
Narus Financial Partners, LLC4,329
0.1% of portfolio›$330.7K
Chemistry Wealth Management LLC4,304
0.1% of portfolio›$328.8K
Washington Trust Advisors, Inc.4,218
0.0% of portfolio›$322.3K
Frontier Asset Management, LLC4,209
0.1% of portfolio›$321.6K
Pioneer Wealth Management Group4,174
0.1% of portfolio›$318.9K
Plancorp, LLC4,164
0.0% of portfolio›$321.0K
Harbor Investment Advisory, LLC4,134
0.0% of portfolio›$315.8K
Fisher Asset Management, LLC4,085
0.0% of portfolio›$312.1K
Wingate Wealth Advisors, Inc.4,062
0.1% of portfolio›$310.4K
Ironwood Wealth Management, Llc.4,044
0.1% of portfolio›$309.0K
Warner Financial, Inc4,016
0.1% of portfolio›$306.8K
William John Sempolinski4,000
0.1% of portfolio›$305.6K
Valtinson Bruner Financial Planning LLC3,972
0.1% of portfolio›$303.4K
Parkway Wealth Management Group, LLC3,945
0.0% of portfolio›$301.4K
Prudent Investor Advisors, LLC3,941
0.2% of portfolio›$301.1K
Moneco Advisors, LLC3,893
0.0% of portfolio›$297.5K
Milestone Investment Advisors LLC3,889
0.1% of portfolio›$297.1K
Capital Investment Advisory Services, LLC3,886
0.0% of portfolio›$296.9K
Beacon Financial Advisory LLC3,885
0.1% of portfolio›$296.8K
Central Trust Co3,884
0.0% of portfolio›$296.7K
Accurate Wealth Management, LLC3,839
0.0% of portfolio›$293.2K
KFG LLC3,834
0.2% of portfolio›$292.9K
Hutchens & Kramer Investment Management Group, LLC3,825
0.1% of portfolio›$292.2K
Watchman Group, Inc.3,802
0.1% of portfolio›$290.5K
Emprise Bank3,777
0.1% of portfolio›$288.6K
Ignite Planners, LLC3,762
0.0% of portfolio›$287.4K
Midwest Trust Co3,752
0.0% of portfolio›$286.7K
Verus Capital Partners, LLC3,736
0.0% of portfolio›$285.5K
Lockerman Financial Group, Inc.3,732
0.4% of portfolio›$285.1K
Maia Wealth LLC3,728
0.0% of portfolio›$284.8K
Retirement Guys Formula LLC3,679
0.1% of portfolio›$280.6K
Jacobi Capital Management LLC3,644
0.0% of portfolio›$278.4K
Howard Capital Management Group, LLC3,641
0.0% of portfolio›$278.2K
Montz Harcus Wealth Management LLC3,635
0.1% of portfolio›$277.7K
Wealth Forward, LLC3,615
0.1% of portfolio›$276.2K
Sovran Advisors, LLC3,588
0.0% of portfolio›$276.0K
Linscomb Wealth, Inc.3,565
0.0% of portfolio›$272.3K
Radnor Capital Management, LLC3,547
0.0% of portfolio›$271.0K
Baker Ellis Asset Management LLC3,500
0.0% of portfolio›$267.4K
MidAtlantic Capital Management, Inc.3,496
0.2% of portfolio›$267.1K
Squire Investment Management Company, LLC3,423
0.1% of portfolio›$261.6K
Mainsail Asset Management, LLC3,410
0.1% of portfolio›$260.2K
E&G Advisors, LLC3,360
0.0% of portfolio›$256.7K
Hiley Hunt Wealth Management3,357
0.1% of portfolio›$256.5K
Aufman Associates Inc3,353
0.1% of portfolio›$256.1K
Axxcess Wealth Management, LLC3,348
0.0% of portfolio›$255.8K
Penobscot Investment Management Company, Inc.3,338
0.0% of portfolio›$255.0K
Townsend Financial Planning, LLC3,336
0.2% of portfolio›$254.9K
Nabity-Jensen Investment Management Inc3,332
0.2% of portfolio›$254.6K
Churchill Financial Advisors, LLC3,302
0.0% of portfolio›$252.3K
Shepherd Street Advisors LLC3,293
0.2% of portfolio›$251.5K
Richards, Merrill & Peterson, Inc.3,267
0.1% of portfolio›$249.6K
LJI Wealth Management, LLC3,266
0.0% of portfolio›$249.5K
Guardian Asset Advisors, LLC3,258
0.1% of portfolio›$248.9K
Tenon Financial LLC3,231
0.1% of portfolio›$246.8K
Collaborative Wealth Managment Inc.3,179
0.1% of portfolio›$242.9K
Verde Capital Management3,155
0.0% of portfolio›$241.1K
Sterling Investment Advisors, Ltd.3,122
0.0% of portfolio›$238.5K
Triumph Capital Management3,109
0.0% of portfolio›$237.6K
Buck Wealth Strategies, LLC3,097
0.0% of portfolio›$236.6K
Cdkv Holdings LLC3,075
0.2% of portfolio›$234.9K
BNC Wealth Management, LLC3,074
0.1% of portfolio›$234.9K
Richardson Financial Services Inc.3,072
0.1% of portfolio›$234.7K
High Net Worth Advisory Group LLC3,067
0.0% of portfolio›$234.3K
Meritas Wealth Management, LLC3,059
0.1% of portfolio›$233.7K
Three Bridge Wealth Advisors, LLC3,056
0.0% of portfolio›$233.5K
Fort Washington Investment Advisors Inc3,017
0.0% of portfolio›$230.5K
Clear Wave Wealth Management LLC3,008
0.0% of portfolio›$229.8K
Opinicus Capital, Inc.3,002
0.1% of portfolio›$229.4K
Wolff Financial Management LLC2,954
0.0% of portfolio›$225.7K
Baskin Financial Services Inc.2,945
0.0% of portfolio›$225
JIM Saulnier & Associates, LLC2,931
0.1% of portfolio›$223.9K
Towerpoint Wealth, LLC2,911
0.1% of portfolio›$222.4K
Goldstein Advisors, LLC2,910
0.0% of portfolio›$222.3K
Windsor Capital Management, LLC2,895
0.1% of portfolio›$221.1K
Olio Financial Planning2,859
0.1% of portfolio›$218.4K
Markowski Investments2,857
0.0% of portfolio›$218.3K
Advisor Resource Council2,845
0.1% of portfolio›$216.9K
AdvisorNet Financial, Inc2,760
0.0% of portfolio›$210.9K
Liberty Capital Management, Inc.2,749
0.0% of portfolio›$210.0K
Smith Thornton Advisors LLC2,728
0.1% of portfolio›$208.4K
ASL Financial, LLC2,721
0.1% of portfolio›$207.9K
Clifford Swan Investment Counsel LLC2,719
0.0% of portfolio›$207.7K
Arnold Financial Planning LLC2,714
0.1% of portfolio›$207.4K
Atlas Wealth Partners, LLC2,686
0.2% of portfolio›$205.2K
Pekin Hardy Strauss, Inc.2,675
0.0% of portfolio›$204.4K
Northside Capital Management, LLC2,650
0.0% of portfolio›$202.5K
Granite FO LLC2,628
0.1% of portfolio›$200.8K
DecisionPoint Financial, LLC2,525
0.0% of portfolio›$192.7K
Wilmington Savings Fund Society, FSB2,500
0.0% of portfolio›$191.0K
American Capital Advisory, LLC2,494
0.1% of portfolio›$190.5K
Latitude Advisors, LLC2,388
0.1% of portfolio›$182.4K
Murphy & Mullick Capital Management Corp2,373
0.1% of portfolio›$180.1K
Ares Financial Consulting, LLC2,300
0.1% of portfolio›$175.7K
Balentine LLC2,274
0.0% of portfolio›$173.8K
Blume Capital Management, Inc.2,200
0.0% of portfolio›$168.1K
Cape Investment Advisory, Inc.2,111
0.0% of portfolio›$161.3K
Key Capital Management, Inc1,804
0.1% of portfolio›$137.8K
WPG Advisers, LLC1,764
0.1% of portfolio›$134.8K
Coastline Trust Co1,646
0.0% of portfolio›$125.8K
Pioneer Family Office, LLC1,637
0.1% of portfolio›$125.1K
Kelleher Financial Advisors1,632
0.0% of portfolio›$124.7K
Golden State Wealth Management, LLC1,553
0.0% of portfolio›$118.7K
Beacon Financial Strategies Corp1,543
0.1% of portfolio›$117.9K
Robinson Value Management, Ltd.1,478
0.1% of portfolio›$112.9K
Community Bank, N.A.1,300
0.0% of portfolio›$99.3K
Gilpin Wealth Management, LLC1,291
0.1% of portfolio›$98.6K
Abound Wealth Management1,246
0.0% of portfolio›$95.2K
Clayton Financial Group LLC1,229
0.0% of portfolio›$93.9K
Signature Equity Partners, LLC1,217
0.0% of portfolio›$93.0K
Global Trust Asset Management, LLC1,147
0.0% of portfolio›$87.6K
Clean Yield Group1,064
0.0% of portfolio›$81.3K
Wealth Enhancement Trust Services, Inc.1,031
0.0% of portfolio›$78.8K
Farmers & Merchants Trust Co of Chambersburg PA1,019
0.0% of portfolio›$78
Vestor Capital, LLC1,008
0.0% of portfolio›$121
Maryland Capital Advisors Inc.971
0.0% of portfolio›$74.2K
First Pacific Financial964
0.0% of portfolio›$73.6K
DT Investment Partners, LLC947
0.0% of portfolio›$72.4K
Y.D. More Investments Ltd888
0.0% of portfolio›$67.8K
Signature Resources Capital Management, LLC855
0.0% of portfolio›$65.3K
Evolution Wealth Management Inc.845
0.0% of portfolio›$64.6K
Laurel Wealth Advisors LLC800
0.0% of portfolio›$61.1K
Tompkins Financial Corp768
0.0% of portfolio›$58.7K
Pacific Center for Financial Services668
0.0% of portfolio›$51.1K
Peoples Financial Services Corp.625
0.0% of portfolio›$47.8K
Hanson & Doremus Investment Management600
0.0% of portfolio›$46
Creative Capital Management Investments LLC595
0.0% of portfolio›$45.5K
Trust Co of Toledo NA582
0.0% of portfolio›$44.5K
Comprehensive Financial Planning, Inc.564
0.0% of portfolio›$43.2K
Guardian Partners Inc.550
0.0% of portfolio›$42.0K
Transce3nd, LLC534
0.0% of portfolio›$40.9K
Vermillion Wealth Management, Inc.498
0.0% of portfolio›$38.1K
Horrell Capital Management, Inc.485
0.0% of portfolio›$37.1K
Hazlett, Burt & Watson, Inc.480
0.0% of portfolio›$37
West Paces Advisors Inc.467
0.0% of portfolio›$35.7K
Birchwood Financial Partners, Inc.452
0.0% of portfolio›$34.5K
Center for Financial Planning, Inc.450
0.0% of portfolio›$34.4K
Kingdom Financial Group Llc.439
0.0% of portfolio›$33.5K
Financial Perspectives, Inc427
0.0% of portfolio›$32.6K
Investors Research Corp424
0.0% of portfolio›$32.4K
Winthrop Capital Management, LLC347
0.0% of portfolio›$26.5K
Bangor Savings Bank333
0.0% of portfolio›$25.4K
Quest 10 Wealth Builders, Inc.327
0.0% of portfolio›$25.0K
GK Wealth Management LLC316
0.0% of portfolio›$24.1K
POM Investment Strategies, LLC310
0.0% of portfolio›$23.7K
Versant Capital Management, Inc291
0.0% of portfolio›$22.2K
Pinnacle Wealth Planning Services, Inc.281
0.0% of portfolio›$21.5K
Tower View Wealth Management LLC265
0.0% of portfolio›$20.3K
Clark Wealth Partners250
0.0% of portfolio›$19.1K
Bank of New Hampshire240
0.0% of portfolio›$18.3K
Bayban211
0.0% of portfolio›$16.4K
Chapman Financial Group, LLC200
0.0% of portfolio›$15.3K
Highline Wealth Partners LLC200
0.0% of portfolio›$15.3K
Portfolio Resources Advisor Group, Inc.198
0.0% of portfolio›$15.1K
Asset Dedication, LLC185
0.0% of portfolio›$14.1K
Costello Asset Management, Inc173
0.0% of portfolio›$13.2K
Bare Financial Services, Inc172
0.0% of portfolio›$13.1K
Tradewinds Capital Management, LLC170
0.0% of portfolio›$13.0K
Foresight Capital Management Advisors, Inc.167
0.0% of portfolio›$12.8K
Peachtree Investment Partners, LLC161
0.0% of portfolio›$12.3K
Nemes Rush Group LLC161
0.0% of portfolio›$12.3K
Investment Research & Advisory Group, Inc.142
0.0% of portfolio›$10.8K
Southern Michigan Bank & Trust135
0.0% of portfolio›$10.3K
Sofi Wealth, LLC134
0.0% of portfolio›$10.2K
Westside Investment Management, Inc.130
0.0% of portfolio›$9.9K
CX Institutional114
0.0% of portfolio›$9
Arlington Trust Co LLC112
0.0% of portfolio›$8.6K
Blueline Advisors LLC106
0.0% of portfolio›$8.1K
Lloyd Advisory Services, Llc.106
0.0% of portfolio›$8.1K
Wolff Wiese Magana LLC103
0.0% of portfolio›$7.9K
Advocate Investing Services LLC103
0.0% of portfolio›$7.9K
Key FInancial Inc100
0.0% of portfolio›$7.6K
Coston, McIsaac & Partners98
0.0% of portfolio›$7.5K
Tsfg, LLC87
0.0% of portfolio›$7
Covestor Ltd86
0.0% of portfolio›$7
Concord Wealth Partners78
0.0% of portfolio›$6.0K
Acumen Wealth Advisors, LLC76
0.0% of portfolio›$5.8K
4Thought Financial Group Inc.72
0.0% of portfolio›$5.5K
Pflug Koory, LLC68
0.0% of portfolio›$5.2K
Quaker Wealth Management, LLC66
0.0% of portfolio›$5.0K
Loring Wolcott & Coolidge Fiduciary Advisors LLP60
0.0% of portfolio›$4.6K
Adirondack Trust Co53
0.0% of portfolio›$4.0K
GHP Investment Advisors, Inc.53
0.0% of portfolio›$4.1K
Legacy Bridge, LLC50
0.0% of portfolio›$3.8K
Indiana Trust & Investment Management Co48
0.0% of portfolio›$3.7K
Heritage Family Offices, LLP45
0.0% of portfolio›$3.4K
Provenance Wealth Advisors, LLC42
0.0% of portfolio›$3.2K
Barnes Dennig Private Wealth Management LLC40
0.0% of portfolio›$3.1K
Northstar Asset Management Co30
0.0% of portfolio›$2.3K
GGM Financial LLC29
0.0% of portfolio›$2.2K
McCarley & Cook Financial Planners28
0.0% of portfolio›$2.1K
Valued Wealth Advisors LLC26
0.0% of portfolio›$2.0K
Cedar Mountain Advisors, LLC25
0.0% of portfolio›$1.9K
Valley National Advisers Inc22
0.0% of portfolio›$1.7K
AlphaCore Capital LLC21
0.0% of portfolio›$1.6K
Atlantic Edge Private Wealth Management, LLC18
0.0% of portfolio›$1.4K
Smallwood Wealth Investment Management, LLC15
0.0% of portfolio›$1.1K
Balance Wealth Partners LLC12
0.0% of portfolio›$917
Kroeger Financial Partners2
0.0% of portfolio›$153
Allspring Global Investments Holdings, LLC2
0.0% of portfolio›$152
Tounjian Advisory Partners, LLC1
0.0% of portfolio›$46
Hoey Investments, Inc1
0.0% of portfolio›$52
Mather Group, Llc.1
0.0% of portfolio›$50
Gables Capital Management Inc.1
0.0% of portfolio›$76
Trust Co1
0.0% of portfolio›$77
StyleTurnoverLocationFiled
Creative Planning
48,208,421$3.7B2.1%IndexVery LowOverland Park, KS2026-11-02
Allworth Financial LP
18,706,621$1.5B5.2%IndexLowFolsom, CA2026-11-06
LPL Financial LLC
7,266,450$555.2M0.1%IndexVery LowFort Mill, SC2026-11-06
Bank of New York Mellon Corp
3,057,556$233.6M0.0%CoreLowNew York, NY2026-11-05
Commonwealth Equity Services, LLC
2,764,211$211.2M0.3%ETFLowWaltham, MA2026-11-02
True Link Financial Advisors, LLC
2,705,597$206.7M11.9%ETFLowSan Francisco, CA2026-10-27
Truist Financial Corp
2,218,759$169.5M0.2%CoreLowCharlotte, NC2026-10-30
Willow Creek Wealth Management Inc.
1,804,387$137.9M9.1%ETFVery LowSebastopol, CA2026-10-26
Allied Investment Advisors, LLC
1,784,911$136.4M12.9%ValueLowBillings, MT2026-10-13
Apella Capital, LLC
1,738,455$132.7M1.7%ETFVery LowWest Hartford, CT2026-10-08
Cambridge Investment Research Advisors, Inc.
1,478,232$112.9K0.0%ETFLowFairfield, IA2026-11-02
Fifth Third Bancorp
1,375,513$105.1M0.2%IndexVery LowCincinnati, OH2026-11-05
RW Investment Management LLC
1,371,360$104.8M9.3%ETFLowEagle, ID2026-11-03
Assetmark, Inc
1,345,500$102.8M0.2%ETFLowConcord, CA2026-10-21
Davenport & Co LLC
1,319,713$100.8M0.5%CoreMediumRichmond, VA2026-10-14
RS Crum Inc.
1,266,915$96.8M18.1%ETFVery LowNewport Beach, CA2026-10-19
Exchange Traded Concepts, LLC
1,253,367$95.8M0.4%GrowthMediumOklahoma City, OK2026-10-28
Fund Evaluation Group, LLC
1,196,492$91.4M2.2%ETFLowCincinnati, OH2026-11-05
D.A. Davidson & Co.
1,192,175$91.1M0.5%CoreLowGreat Falls, MT2026-10-28
Martel Wealth Advisors LLC
1,057,128$80.8M12.7%ETFVery LowVancouver, WA2026-10-14
International City Management Association Retirement Corp
992,721$75.8M17.1%ETFN/AWashington, DC2026-10-26
Integris Wealth Management, LLC
949,554$72.5M13.9%ETFVery LowMonterey, CA2026-10-14
First Merchants Corp
889,927$68.0M2.2%GrowthLowMuncie, IN2026-10-15
Petersen Hastings Wealth Advisors Inc.
885,961$67.7M5.6%ETFLowKennewick, WA2026-10-27
Gemmer Asset Management LLC
879,180$67.2M4.4%ETFLowWalnut Creek, CA2026-10-16
Farther Finance Advisors, LLC
721,887$55.2M0.4%IndexLowSan Francisco, CA2026-10-08
Arbor Investment Advisors, LLC
692,842$52.9M6.0%ETFVery LowWinston Salem, NC2026-10-26
Symmetry Partners, LLC
648,854$49.6M2.5%ETFLowGlastonbury, CT2026-10-27
Presilium Private Wealth, LLC
648,612$49.6M7.3%ETFVery LowRadnor, PA2026-10-26
Clark Asset Management, LLC
627,869$48.0M3.5%ETFVery LowStratham, NH2026-10-19
Old Peak Finance LLC
613,945$46.9M21.9%ETFVery LowChapel Hill, NC2026-11-02
Wealth Enhancement Advisory Services, LLC
559,765$30.8M0.0%CoreLowPlymouth, MN2026-10-13
Prime Capital Investment Advisors, LLC
541,945$41.4M0.4%ETFLowOverland Park, KS2026-10-20
Savant Capital, LLC
514,877$39.3M0.1%IndexVery LowRockford, IL2026-11-06
Human Investing LLC
505,293$38.6M4.9%ETFVery LowLake Oswego, OR2026-10-19
Partners in Financial Planning
497,511$38.0M5.9%ETFVery LowSalem, VA2026-11-06
Sage Financial Management Group, Inc.
480,482$36.7M9.6%ETFVery LowMclean, VA2026-11-06
PDS Planning, Inc
477,438$36.5M2.1%IndexVery LowDublin, OH2026-11-03
Associated Banc-Corp
450,580$34.4M0.8%CoreLowGreen Bay, WI2026-10-30
Cullen T Bankers, Inc.
446,660$34.1M0.3%GrowthLowSan Antonio, TX2026-10-28
Barr E S & Co
441,312$33.7M2.0%ValueVery LowLexington, KY2026-11-06
Vise Technologies, Inc.
441,186$33.7M0.3%IndexLowNew York, NY2026-10-29
Compass Planning Associates Inc
437,985$33.5M17.5%ETFVery LowGreenfield, MA2026-10-13
Berkshire Money Management, Inc.
435,680$33.3M2.9%ETFMediumDalton, MA2026-10-21
Greenup Street Wealth Management LLC
431,308$33.0M4.1%ETFMediumOverland Park, KS2026-10-28
Park Avenue Securities LLC
429,800$32.8K0.0%ETFMediumNew York, NY2026-10-26
Elevation Point Wealth Partners, LLC
418,054$31.9M0.5%CoreHighDenver, CO2026-11-05
Avior Wealth Management, LLC
401,620$30.7M0.8%ETFMediumOmaha, NE2026-10-13
Root Financial Partners, LLC
399,570$30.5M1.0%ETFMediumEncinitas, CA2026-10-21
EverSource Wealth Advisors, LLC
382,784$29.2M0.9%CoreMediumBirmingham, AL2026-11-04
Kwmg, LLC
368,959$28.2M2.0%ETFVery LowOverland Park, KS2026-10-07
Principal Financial Group Inc
356,184$27.2M0.0%CoreLowDes Moines, IA2026-11-02
Nisa Investment Advisors, LLC
356,184$27.2M0.1%IndexVery LowSt. Louis, MO2026-10-20
Kestra Advisory Services, LLC
345,358$26.4M0.1%CoreLowAustin, TX2026-11-02
Daymark Wealth Partners, LLC
345,014$26.4M0.6%CoreLowCincinnati, OH2026-11-04
Blue Trust, Inc.
343,007$26.2M0.3%ETFLowBrentwood, TN2026-10-15
Apollon Wealth Management, LLC
340,441$26.0M0.3%GrowthLowMount Pleasant, SC2026-10-23
XML Financial, LLC
324,185$24.8M1.8%ETFLowBethesda, MD2026-10-29
Citigroup Inc
315,619$24.1M0.0%CoreMediumNew York, NY2026-11-04
Discipline Wealth Solutions, LLC
312,847$23.9M2.1%ETFLowGreenville, SC2026-10-14
BetterWealth, LLC
307,279$23.5M4.0%ETFVery LowSan Jose, CA2026-10-15
Lighthouse Financial Services Inc
302,875$23.1M4.8%ETFVery LowBrea, CA2026-11-02
Parkside Financial Bank & Trust
289,697$22.1M1.5%CoreVery LowSaint Louis, MO2026-10-27
Wiser Wealth Management, Inc
284,610$21.7M4.0%ETFVery LowMarietta, GA2026-10-14
Evolution Advisers, Inc.
281,528$21.5M7.8%ETFVery LowRichmond, VA2026-11-06
Brookstone Capital Management
276,046$21.1M0.2%ETFMediumWheaton, IL2026-10-22
Lutz Financial Services LLC
274,769$21.0M1.3%ETFVery LowOmaha, NE2026-11-06
Stephenson & Company, Inc.
273,953$20.9M9.5%ETFVery LowSan Clemente, CA2026-10-30
Greystone Financial Group, LLC
273,657$20.9M5.8%GrowthMediumBloomfield Hills, MI2026-10-26
MilWealth Group LLC
271,670$20.8M4.5%ETFVery LowMilwaukee, WI2026-11-02
Beacon Capital Management, Inc.
270,391$20.7M1.3%ETFMediumDayton, OH2026-10-13
Trellis Wealth Advisors LLC
270,221$20.6M6.9%ETFVery LowSan Luis Obispo, CA2026-10-19
Graves Light Lenhart Wealth, Inc.
269,687$20.6M1.9%ETFVery LowHarrisonburg, VA2026-10-09
Atria Investments, Inc
268,656$20.5M0.2%CoreMediumCharlotte, NC2026-10-15
eCIO, Inc.
266,838$20.4M7.0%ETFMediumMadison, WI2026-11-02
Modera Wealth Management, LLC
266,584$20.4M0.2%ETFVery LowWestwood, NJ2026-10-28
Fort Henry Capital, LLC
257,840$19.7M11.0%ETFVery LowWheeling, WV2026-10-22
Forza Wealth Management, LLC
256,470$19.6M5.7%CoreVery LowSarasota, FL2026-10-20
First Heartland Consultants, Inc.
256,380$19.6M1.3%ETFMediumLake St. Louis, MO2026-10-08
Factor Wealth Management LTD
256,036$19.6M3.0%ETFLowChicago, IL2026-10-08
Choreo, LLC
255,231$19.5M0.2%IndexLowRockford, IL2026-10-28
Oath Planning, LLC
254,986$19.5M12.6%ETFVery LowTulsa, OK2026-10-20
Brewster Financial Planning LLC
247,918$18.9M10.4%ETFVery LowBrooklyn, NY2026-10-13
Wealth Dimensions Group, Ltd.
245,478$18.8M3.2%ETFLowCincinnati, OH2026-11-02
First Horizon Corp
243,719$18.6M0.7%CoreLowMemphis, TN2026-10-26
Level Financial Advisors
241,620$18.5M4.1%ETFLowEast Amherst, NY2026-10-13
Silver Oak Advisory Group, Inc.
239,703$18.3M7.1%ETFVery LowPortland, OR2026-11-06
TD Private Client Wealth LLC
238,537$18.2M0.3%ETFLowNew York, NY2026-10-28
Your Advocates Ltd., LLP
237,069$18.1M5.1%ETFLowHouston, TX2026-11-03
SAX Wealth Advisors, LLC
229,254$17.5M0.5%ETFVery LowParsippany, NJ2026-10-13
Concurrent Investment Advisors, LLC
229,230$17.5M0.1%GrowthMediumTampa, FL2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
224,834$17.2M0.8%ETFMediumWestlake, OH2026-10-14
Mustard Seed Financial, LLC
224,053$17.1M8.8%ETFLowMagnolia, AR2026-10-30
Safir Wealth Advisors, LLC
221,088$16.9M10.8%ETFVery LowGreenland, NH2026-10-16
Investment Planning Advisors, Inc.
220,911$16.9M3.8%ETFMediumCumming, GA2026-10-14
Investment Partners, Ltd.
216,052$16.5M2.5%ETFVery LowNew Philadelphia, OH2026-10-29
Eagle Rock Investment Company, LLC
207,355$15.8M2.0%CoreLowAtlanta, GA2026-10-21
HUB Investment Partners, LLC
202,928$15.5M0.3%GrowthLowAustin, TX2026-11-03
Stone Summit Wealth LLC
200,665$15.3M4.1%ETFLowMiami, FL2026-10-14
Harfst & Associates, Inc.
194,224$14.8M2.2%GARPLowSheridan, WY2026-10-20
Vertrix Wealth Management, LLC
193,041$14.7M5.1%CoreMediumTroy, MI2026-10-13
Frankly Finances, LLC
187,325$14.3M11.2%ETFVery LowWinter Park, FL2026-10-28
Compass Wealth Management, LLC
186,744$14.3M5.6%ETFMediumAtlanta, GA2026-10-30
SigFig Wealth Management, LLC
186,155$14.2M0.4%ETFLowSan Francisco, CA2026-10-07
US Bancorp \de\
183,374$14.0M0.0%IndexLowMinneapolis, MN2026-11-05
Bay Harbor Wealth Management, LLC
181,252$13.8M3.1%ETFMediumHunt Valley, MD2026-11-03
Harpswell Capital Advisors, LLC
177,623$13.6M8.9%ETFMediumYarmouth, ME2026-10-09
PNC Financial Services Group, Inc.
176,630$13.5M0.0%GrowthVery LowPittsburgh, PA2026-11-06
Elevate Wealth Advisory, Inc
173,494$13.3M6.8%ETFVery LowAthens, GA2026-10-29
Kestra Private Wealth Services, LLC
168,042$12.8M0.1%GrowthLowAustin, TX2026-11-06
Farmers & Merchants Investments Inc
166,386$12.7M0.3%CoreVery LowLincoln, NE2026-10-22
Alkeme Wealth, LLC
163,164$12.5M4.7%ValueLowScottsdale, AZ2026-10-08
NorthCrest Asset Manangement, LLC
156,906$12.0M0.3%GrowthLowPlymouth, MN2026-10-13
Parker Financial LLC
156,362$11.9M4.3%ETFVery LowSilverdale, WA2026-11-05
Fidato Wealth LLC
154,543$11.8M6.4%ETFLowMiddleburg Heights, OH2026-10-13
J.W. Cole Advisors, Inc.
154,467$11.8M0.2%IndexLowTampa, FL2026-11-05
3 Factor Indexing, LLC
153,259$11.7M9.7%ETFLowSacramento, CA2026-10-15
City State Bank
151,006$11.5M2.6%GrowthVery LowNorwalk, IA2026-10-20
Hopwood Financial Services, Inc.
149,083$11.4M6.5%ETFLowReston, VA2026-10-29
Lynch Investment Planning, LLC
148,200$11.3M8.3%ETFLowNewtown Square, PA2026-10-27
Mission Wealth Management, LP
146,423$11.2M0.2%ETFLowSanta Barbara, CA2026-10-15
Pines Wealth Management, LLC
146,287$11.2M3.2%GrowthLowSouthern Pines, NC2026-10-21
Mountain Pacific Investment Advisers LLC
145,707$11.1M1.8%CoreVery LowBoise, ID2026-10-29
McAdam, LLC
143,664$11.0M0.4%ETFLowPhiladelphia, PA2026-10-21
Cherry Tree Wealth Management, LLC
141,493$10.8M2.0%ETFVery LowMinnetonka, MN2026-10-15
Focus Financial Network, Inc.
140,803$10.8M0.3%ETFLowMinneapolis, MN2026-10-14
Parr Mcknight Wealth Management Group, LLC
137,041$10.5M1.2%CoreMediumMinneapolis, MN2026-10-30
Aspire Private Capital, LLC
135,318$10.3M2.1%ETFMediumCornelius, NC2026-11-05
RFG Advisory, LLC
132,054$10.1M0.1%ETFMediumBirmingham, AL2026-11-03
Kathmere Capital Management, LLC
131,147$10.0M0.5%ETFLowWayne, PA2026-10-20
TD Waterhouse Canada Inc.
128,959$9.8M0.0%CoreLowToronto, Australia2026-10-16
IFG Advisors, LLC
128,855$9.8M1.3%ETFVery LowSt. Louis, MO2026-10-15
RF&L Wealth Management, LLC
128,354$9.8M6.6%ETFVery LowActon, MA2026-10-20
White Lighthouse Investment Management Inc.
127,416$9.7M1.2%ETFVery LowBedford, MA2026-10-21
VCI Wealth Management LLC
126,106$9.6M2.3%CoreHighSt Louis, MO2026-10-29
Successful Portfolios LLC
125,544$9.6M4.4%CoreVery LowClearwater, FL2026-10-09
Clarity Capital Advisors, LLC
122,895$9.4M3.9%ETFVery LowLakewood Ranch, FL2026-10-27
Washington Capital Management, Inc
116,455$8.9M6.0%ValueMediumSeattle, WA2026-10-19
CGN Advisors LLC
114,541$8.8M0.7%ETFLowManhattan, KS2026-10-21
Arcadia Wealth Management, LLC
113,323$8.7M2.6%ETFLowManchester, NH2026-10-22
Earned Wealth Advisors, LLC
112,555$8.6M0.5%ETFHighWalnut Creek, CA2026-11-06
Compound Planning, Inc.
111,142$8.5M0.2%CoreLowNew York, NY2026-11-05
Sfam, LLC
110,638$8.5M6.8%ETFVery LowElmhurst, IL2026-11-03
Essential Planning, Llc.
109,563$8.4M2.3%ETFLowPortsmouth, NH2026-10-21
Parallel Advisors, LLC
105,819$8.1M0.1%IndexLowSan Francisco, CA2026-11-03
Redw Wealth LLC
103,601$7.9M2.9%ETFLowAlbuquerque, NM2026-11-02
Krane Financial Solutions LLC
103,029$7.9M5.0%ETFVery LowCalabasas, CA2026-10-30
Hohimer Wealth Management, LLC
102,550$7.8M0.8%CoreHighSeattle, WA2026-11-04
Austin Asset Management Co Inc
101,081$7.7M1.0%ETFVery LowAustin, TX2026-10-29
Eagle Strategies LLC
100,742$7.7M0.7%ETFLowNew York, NY2026-10-16
Ashton Thomas Private Wealth, LLC
100,205$7.7M0.2%CoreMediumScottsdale, AZ2026-11-03
Fifth Third Securities, Inc.
100,066$7.6M0.4%ETFLowCincinnati, OH2026-10-21
Echo45 Advisors LLC
99,846$7.6M3.5%ETFLowWalnut Creek, CA2026-10-07
Thrivent Financial for Lutherans
99,734$7.6K0.0%GARPMediumMinneapolis, MN2026-11-05
Uptown Financial Advisors LLC
99,475$7.6M5.4%ETFVery LowDallas, TX2026-10-15
Prudent Man Advisors, LLC
97,581$7.5M1.8%GrowthLowNaperville, IL2026-11-03
Retiremitten Financial LLC
97,558$7.5M2.9%ETFN/AMilford, MI2026-11-05
Patriot Investment Management Group, Inc.
97,457$7.4M0.4%ETFVery LowKnoxville, TN2026-10-15
Capital Investment Advisors, LLC
95,849$7.3M0.1%CoreLowAtlanta, GA2026-10-22
Culbertson A N & Co Inc
94,206$7.2M0.8%CoreVery LowCharlottesville, VA2026-10-21
Dynamic Advisor Solutions LLC
92,325$7.1M0.2%ETFLowPhoenix, AZ2026-10-13
Bull Street Advisors, LLC
91,219$7.0K0.0%CoreVery LowSavannah, GA2026-10-20
Pacific Park Financial, Inc.
90,940$6.9M4.1%ETFMediumLagina Hills, CA2026-10-13
Slow Capital, Inc.
89,415$6.8M0.8%Agg GrowthLowGreenbrae, CA2026-10-23
Foundation Wealth Management, Llc\pa
88,242$6.7M2.2%ETFLowMedia, PA2026-10-14
Arcataur Capital Management LLC
87,829$6.7M1.7%ETFVery LowMilwaukee, WI2026-10-21
Integrity Investment Advisors, LLC
87,083$6.7M2.6%ETFMediumFort Collins, CO2026-11-03
Carnegie Investment Counsel
87,028$6.6M0.1%CoreLowPepper Pike, OH2026-10-20
Bath Savings Trust Co
86,774$6.6M0.7%CoreLowBath, ME2026-10-07
TFC Financial Management, Inc.
86,565$6.6M0.7%ETFVery LowBoston, MA2026-10-26
Elevated Capital Advisors, LLC
86,196$6.6M2.2%ETFMediumSandy, UT2026-11-04
Mosley Wealth Management
86,171$6.6M1.9%ETFHighAnaheim, CA2026-10-16
BancFirst Trust & Investment Management
85,214$6.5M3.4%Deep ValueLowOklahoma City, OK2026-10-30
Diversified Portfolios, Inc.
84,994$6.5M0.4%ETFLowBloomfield Hills, MI2026-11-04
First Affirmative Financial Network
82,369$6.3M1.4%CoreN/AColorado Springs, CO2026-10-21
BIP Wealth, LLC
81,455$6.2M0.2%ETFMediumAtlanta, GA2026-10-22
Bull Oak Capital, LLC
81,148$6.2M2.0%ETFVery LowRancho Santa Fe, CA2026-10-23
Harbour Trust & Investment Management Co
81,098$6.2M0.6%GrowthLowMichigan City, IN2026-10-28
Phillip James Consulting Co.
81,026$6.2M4.2%ETFVery HighPlymouth, MN2026-11-03
Neumann Capital Management, LLC
79,759$6.1M1.6%GrowthVery LowFoster City, CA2026-10-15
Belleair Asset Management, LLC
79,681$6.1M5.1%ETFVery LowBelleair Bluffs, FL2026-11-03
Cadent Capital Advisors, LLC
77,335$5.9M1.3%ETFHighTulsa, OK2026-10-09
Retirement Wealth Solutions LLC
77,099$5.9M3.1%ETFLowMarshfield, WI2026-10-07
Sunesis Advisors, LLC
76,788$5.9M3.0%ETFLowOverland Park, KS2026-10-26
Prosperity Planning, Inc.
76,648$5.9M1.3%ETFVery LowNorth Kansas City, MO2026-10-09
Darrow Company, Inc.
75,921$5.8M2.3%ETFVery LowNeedham, MA2026-10-22
Greenspring Advisors, LLC
75,548$5.8M0.3%ETFVery LowTowson, MD2026-11-05
Bluestem Financial Advisors, LLC
75,318$5.8M2.0%ETFVery LowSavoy, IL2026-10-20
Kanawha Capital Management LLC
74,152$5.7M0.4%CoreVery LowRichmond, VA2026-10-19
Oppenheimer & Co Inc
73,119$5.6M0.1%CoreLowNew York, NY2026-10-26
Valpey Financial Services, LLC
71,472$5.5M3.3%ETFVery LowConcord, NH2026-10-30
Cooke Wealth Management, LLC
71,376$5.5M4.6%ETFVery LowIrvine, CA2026-10-13
Sage Investment Advisers LLC
70,925$5.4M3.5%ETFLowWappingers Falls, NY2026-10-21
Consilium Wealth Advisory, LLC
70,460$5.4M1.6%GrowthLowFrisco, TX2026-10-14
Merit Financial Group, LLC
69,871$5.3M0.0%ETFLowAlpharetta, GA2026-11-06
Ferguson Johnson Wealth Management Inc
68,367$5.2M3.8%ETFVery LowRockville, MD2026-11-05
Ascentis Independent Advisors
67,557$5.2M0.3%ETFLowDallas, TX2026-11-03
Alps Advisors Inc
67,478$5.2M0.0%YieldLowDenver, CO2026-11-03
Sigma Planning Corp
67,175$5.1M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Integrated Advisors Network LLC
66,795$5.1M0.2%GrowthMediumDallas, TX2026-10-20
Manuka Financial, LLC
66,677$5.1M2.5%ETFVery LowRichmond, VA2026-10-16
Sterling Financial Planning, Inc.
66,170$5.1M1.4%ETFVery LowSparta, NJ2026-10-28
Gladwyn Financial Advisors, Inc.
65,820$5.0M3.2%ETFVery LowChantilly, VA2026-10-05
VestGen Advisors, LLC
65,680$5.0M0.2%GrowthMediumChicago, IL2026-10-27
Brighton Jones LLC
64,166$4.9M0.1%CoreVery LowSeattle, WA2026-11-03
Somnio Financial Group, LLC
62,452$4.8M2.9%ETFVery LowGlastonbury, CT2026-10-26
Perigon Wealth Management, LLC
60,581$4.6M0.1%GrowthLowSan Francisco, CA2026-10-22
Ti-Trust, Inc
60,441$4.6M2.5%CoreVery LowQuincy, IL2026-10-21
Infinity Wealth Counsel, LLC
60,129$4.6M3.7%ETFVery LowLoveland, OH2026-10-15
Omni 360 Wealth, Inc.
59,537$4.5M2.1%ETFLowPlainsboro, NJ2026-10-13
United Financial Planning Group LLC
59,442$4.6M2.3%ETFHighHauppauge, NY2026-11-04
Caldwell Trust Co
59,016$4.5M0.4%GrowthLowVenice, FL2026-10-30
Fonville Wealth Management LLC
58,664$4.5M0.7%ETFVery LowRichmond, VA2026-10-28
Colorado Capital Management, Inc.
57,298$4.4K0.0%ETFVery LowBoulder, CO2026-10-15
Wealth Architects, LLC
57,118$4.4M0.3%ETFVery LowMountain View, CA2026-11-03
Oppenheimer Asset Management Inc.
56,945$4.4M0.0%CoreMediumNew York, NY2026-10-27
Courage Miller Partners, LLC
56,461$4.3M1.1%ETFVery LowNorfolk, VA2026-10-21
Evensky & Katz LLC
54,785$4.2K0.0%ETFVery LowCoral Gables, FL2026-10-27
Pearl Planning LLC
54,745$4.2M1.7%ETFLowDexter, MI2026-10-13
WBH Advisory Inc
54,556$4.2M0.3%ETFLowBaltimore, MD2026-11-05
Phillips Financial Management, LLC
53,859$4.1M0.3%ETFVery LowFort Wayne, IN2026-10-19
Good Harbor Advisors, Inc.
52,536$4.0M3.7%ETFVery LowGloucester, MA2026-10-20
Cranbrook Wealth Management, LLC
51,951$4.0M0.7%ETFVery LowBloomfield Hills, MI2026-10-28
Sterling Investment Management, LLC
51,570$3.9M2.1%CoreMediumTucson, AZ2026-10-16
McNaughton Wealth Management, LLC
51,108$3.9M1.4%ETFLowSan Diego, CA2026-10-09
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
51,056$3.9M0.1%GrowthVery LowSeattle, WA2026-10-27
Towne Trust Company, N.a
50,962$3.9M1.1%CoreLowNewport News, VA2026-10-28
AGF Management LTD
50,390$3.8M0.0%GrowthHighToronto, Australia2026-11-03
Lanark Financial, Inc.
50,098$3.8M0.3%CoreMediumBirmingham, AL2026-10-26
Galvin, Gaustad & Stein, LLC
49,800$3.8M0.3%CoreMediumScottsdale, AZ2026-10-08
Foster Group, Inc.
49,783$3.8M0.1%ETFVery LowUrbandale, IA2026-10-13
Lodestone Wealth Management LLC
49,691$3.8M1.3%CoreLowSpokane, WA2026-10-14
Spire Wealth Management
49,545$3.8M0.1%GrowthMediumMclean, VA2026-10-30
HT Partners LLC
49,468$3.8M1.0%ETFVery LowCenterbrook, CT2026-10-20
Eastern Bank
49,018$3.7M0.1%GrowthMediumBoston, MA2026-10-05
Arbor Wealth Advisors LLC
48,972$3.7M2.3%ETFVery LowTroy, MI2026-10-09
Tctc Holdings, LLC
47,755$3.6M0.1%ValueVery LowDallas, TX2026-11-02
BLB&B Advisors, LLC
47,718$3.6M0.1%ETFLowMontgomeryville, PA2026-10-27
B. Riley Wealth Advisors, Inc.
46,813$3.6M0.1%GrowthLowMemphis, TN2026-10-13
Traveka Wealth, LLC
46,749$3.6M1.1%ETFLowLos Altos, CA2026-10-19
Patten Group, Inc.
46,303$3.5M0.5%CoreLowChattanooga, TN2026-10-26
Bokf, NA
46,108$3.5M0.1%CoreLowTulsa, OK2026-10-27
TCI Wealth Advisors, Inc.
45,995$3.5M0.1%ETFLowTucson, AZ2026-10-30
XY Planning Network, Inc.
45,849$3.5M0.4%ETFLowBozeman, MT2026-10-14
Sellwood Investment Partners LLC
45,580$3.5M1.2%ETFLowPortland, OR2026-11-03
Ackerman Capital Advisors, LLC
45,293$3.5M0.7%ETFLowDallas, TX2026-10-30
Red Mountain Financial, LLC
45,160$3.5M2.9%ETFLowFort Collins, CO2026-11-03
Naples Global Advisors, LLC
44,437$3.4M0.2%CoreVery LowNaples, FL2026-11-05
Welch & Forbes LLC
44,252$3.4M0.0%CoreVery LowBoston, MA2026-11-04
Aletheian Wealth Advisors LLC
43,849$3.4M1.3%ETFVery LowBellevue, WA2026-10-08
Citizens Financial Group Inc
43,795$3.3M0.0%GrowthLowProvidence, RI2026-10-23
Moller Wealth Partners
43,762$3.3M0.6%ETFVery LowNorthfield, IL2026-10-15
Bryn Mawr Trust Advisors, LLC
43,549$3.3M0.1%CoreLowPhiladelphia, PA2026-11-04
Compass Wealth Management LLC
42,950$3.3M0.6%GARPLowGuilford, CT2026-10-22
First Hawaiian Bank
42,935$3.3M0.4%ETFVery LowHonolulu, HI2026-10-14
Cornerstone Wealth Management, LLC
42,892$3.3M0.1%ETFVery LowSt. Peters, MO2026-11-04
Meridian Wealth Management, LLC
42,436$3.2M0.1%GrowthLowLexington, KY2026-11-05
Ridgewood Investments LLC
42,395$3.2M1.2%ValueMediumSpringfield, NJ2026-10-05
DBK Financial Counsel, LLC
41,931$3.2M2.6%ETFVery LowCuyahoga Falls, OH2026-10-13
Grey Fox Wealth Advisors, LLC
41,902$3.2M0.5%ETFLowRockland, DE2026-11-03
Maseco LLP
41,514$3.2M0.1%ETFVery LowLondon, United Kingdom2026-10-27
Connecticut Wealth Management, LLC
41,096$3.1M0.1%ETFLowFarmington, CT2026-10-13
Leeward Financial Partners, LLC
40,865$3.1M0.8%GrowthMediumBellevue, WA2026-10-23
Allodium Investment Consultants, LLC
40,814$3.1M1.3%ETFVery LowMinneapolis, MN2026-10-14
Avidian Wealth Enterprises, LLC
40,738$3.1M0.1%ETFLowHouston, TX2026-10-08
Central Pacific Bank - Trust Division
40,596$3.1M0.3%CoreMediumHonolulu, HI2026-10-06
Glass Jacobson Investment Advisors llc
40,063$3.1M0.9%ETFLowOwings Mills, MD2026-10-26
Evanson Financial, LLC
40,007$3.1M0.2%ETFN/AMclean, VA2026-10-23
Legacy Wealth Partners, LLC
37,917$2.9M0.6%ETFHighLakewood, CO2026-10-15
Jacobsen Capital Management
37,740$2.9M0.8%ETFLowSalt Lake City, UT2026-10-27
FC Advisory LLC
37,495$2.9M0.8%ETFVery LowWest Chester, PA2026-10-05
Websterrogers Financial Advisors, LLC
37,463$2.9M0.8%ETFVery LowFlorence, SC2026-11-02
Affinity Capital Advisors, LLC
37,393$2.9M0.3%ETFLowBerkeley, CA2026-10-13
Woodside Wealth Management LLC
36,843$2.8M1.9%ETFVery LowFramingham, MA2026-10-16
Acropolis Investment Management, LLC
36,283$2.8M0.1%ETFLowSt. Louis, MO2026-10-08
MCF Advisors LLC
35,753$2.7M0.1%ETFLowLexington, KY2026-10-28
Alpha Omega Wealth Management LLC
34,665$2.6M0.4%ValueLowRichmond, VA2026-10-23
Aspirean Wealth, LLC
34,554$2.6M2.4%ETFN/AMill Valley, CA2026-11-03
Opus Financial Solutions LLC
33,385$2.6M2.3%ETFLowDowners Grove, IL2026-11-06
Brighton Securities Corp.
33,155$2.5M1.1%ETFVery LowRochester, NY2026-10-08
Good Steward Wealth Advisors,LLC
32,889$2.5M1.5%ETFMediumClarksville, TN2026-11-06
HB Wealth Management, LLC
32,870$2.5M0.0%IndexVery LowAtlanta, GA2026-10-23
Fidelis iM, LLC
32,828$2.5M0.8%ETFLowMedford, OR2026-10-16
Columbia Asset Management
32,756$2.5M0.4%CoreLowAnn Arbor, MI2026-10-19
Avion Wealth
32,724$2.5K0.0%ETFLowThe Woodlands, TX2026-11-04
Level Wealth Management LLC
32,530$2.5M0.9%ETFVery LowGreensboro, NC2026-10-23
Eclectic Associates Inc
32,122$2.5M0.3%ETFVery LowFullerton, CA2026-10-09
Old Port Advisors
31,971$2.4M0.5%GARPLowPortland, ME2026-10-23
Absolute Capital Management, LLC
31,532$2.4M0.6%ETFMediumPittsburgh, PA2026-10-16
Evergreen Wealth Management, LLC
31,378$2.4M0.9%ValueMediumWilliamston, MI2026-11-06
Everett Harris & Co
31,254$2.4M0.0%CoreVery LowLos Angeles, CA2026-10-28
PFG Advisors
31,031$2.4M0.1%ETFMediumPhoenix, AZ2026-10-16
PW Nova Financial Services LLC
31,017$2.4M0.5%ETFLowNewtown, PA2026-10-15
Independent Financial Group, LLC
30,580$2.3M0.0%GrowthLowSan Diego, CA2026-10-13
Aerodigm Wealth, LLC
30,449$2.3M0.8%ETFLowLake Oswego, OR2026-10-16
Koshinski Asset Management, Inc.
30,414$2.3M0.1%ETFLowDecatur, IL2026-10-29
AMG National Trust Bank
30,248$2.3M0.0%ETFLowGreenwood Village, CO2026-11-05
Certior Financial Group, LLC
30,236$2.3M1.3%ETFMediumKing Of Prussia, PA2026-10-19
Capital Advisors, Ltd. LLC
30,125$2.3K0.0%ETFLowShaker Heights, OH2026-10-27
MMA Asset Management LLC
29,844$2.3M0.7%ETFMediumNew York, NY2026-11-02
Evolution Wealth Advisors, LLC
29,742$2.3M0.2%ETFLowAventura, FL2026-11-03
Chicago Partners Investment Group LLC
29,695$2.3M0.0%GARPLowChicago, IL2026-10-27
Paladin Partners, LLC
29,603$2.3M1.4%ETFVery LowHartland, WI2026-10-06
Compass Ion Advisors, LLC
29,432$2.2M0.2%ETFVery LowConshohocken, PA2026-10-23
Soltis Investment Advisors LLC
29,408$2.2M0.1%CoreMediumSt. George, UT2026-10-28
GreatBanc Trust Co
29,157$2.2M1.3%ETFLowLisle, IL2026-11-04
AUA Capital Management, LLC
28,971$2.2M1.0%ETFVery LowMechanicsburg, PA2026-10-15
Entruity Wealth, LLC
28,944$2.2M1.4%ETFMediumBakersfield, CA2026-11-06
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
28,615$2.2M1.7%ETFVery LowLynchburg, VA2026-10-27
Marathon Wealth Advisors LLC
28,578$2.2M0.7%GrowthVery LowBoston, MA2026-11-04
Family Wealth Partners, LLC
28,511$2.2M0.7%ETFLowMatthews, NC2026-10-20
Level Four Advisory Services, LLC
28,292$2.2M0.1%CoreLowDallas, TX2026-11-06
Bfsg, LLC
28,169$2.2M0.2%CoreLowIrvine, CA2026-10-30
Robinswood Financial LLC
28,017$2.1M0.7%ETFVery LowKirkland, WA2026-10-20
180 Wealth Advisors, LLC
27,791$2.1M0.2%CoreLowFederal Way, WA2026-11-03
American Financial & TAX Strategies Inc
27,606$2.1M1.0%ETFVery LowNew York, NY2026-10-16
Thompson Investment Management, Inc.
27,586$2.1M0.2%ValueMediumMadison, WI2026-10-14
Old National Bancorp
27,452$2.1M0.0%CoreLowEvansville, IN2026-10-20
First Interstate Bank
27,157$2.1M0.1%ETFLowBillings, MT2026-10-23
HMV Wealth Advisors, LLC
27,122$2.1M0.8%ETFVery LowShreveport, LA2026-10-27
Massachusetts Wealth Management
26,886$2.1M0.8%CoreLowNorth Andover, MA2026-10-21
Cahaba Wealth Management, Inc.
26,634$2.0M0.1%ETFVery LowAtlanta, GA2026-10-26
Bryant Woods Investment Advisors, LLC
26,631$2.0M0.6%ETFLowGetzville, NY2026-10-26
Financial Concepts Unlimited, Inc.
26,532$2.0M1.6%ETFN/ACentreville, ME2026-11-06
Crestwood Advisors Group, LLC
26,385$2.0M0.0%GrowthLowBoston, MA2026-10-27
CoreCap Advisors, LLC
25,620$2.0M0.1%ETFMediumSouthfield, MI2026-10-08
Summit Wealth Group LLC / Co
25,447$1.9M0.1%ETFHighColorado Springs, CO2026-10-29
Provident Wealth Management, LLC
25,416$1.9M0.7%ETFVery LowBrentwood, TN2026-10-20
Greenbush Financial Group, LLC
25,352$1.9M0.6%ETFLowAlbany, NY2026-10-15
Baker Avenue Asset Management, LP
25,249$1.9M0.0%GrowthLowSan Francisco, CA2026-11-06
Tritonpoint Wealth, LLC
25,046$1.9M0.2%CoreLowChevy Chase, MD2026-10-19
J. Safra Sarasin Holding AG
25,000$1.9M0.0%CoreMediumBasel, Switzerland2026-10-26
Legacy Advisors, LLC
24,790$1.9M0.2%ETFLowPlymouth Meeting, PA2026-10-19
Everhart Financial Group, Inc.
24,541$1.9M0.1%ETFLowDublin, OH2026-10-08
Joel Isaacson & Co., LLC
24,450$1.9M0.1%ETFVery LowNew York, NY2026-11-05
Hickory Point Bank & Trust
24,415$1.9M1.1%CoreVery LowDecatur, IL2026-10-01
SC&H Financial Advisors, Inc.
24,238$1.9M0.3%ETFVery LowHunt Valley, MD2026-10-14
Bdfs Capital LLC
23,985$1.8M0.9%ETFLowRehoboth Beach, DE2026-10-14
Family Legacy, Inc.
23,860$1.8M0.5%CoreVery LowGreenville, SC2026-10-13
Valley Wealth Managers, Inc.
23,780$1.8M0.1%GARPMediumParamus, NJ2026-10-09
Fiduciary Advisors, Inc.
23,780$1.8M1.2%ETFLowSt. Louis, MO2026-10-16
Moisand Fitzgerald Tamayo, LLC
23,630$1.8M0.2%ETFVery LowOrlando, FL2026-10-15
Wedbush Securities Inc
23,609$1.8K0.0%CoreLowPasadena, CA2026-10-22
StoneX Group Inc.
23,583$1.8M0.1%ETFMediumNew York, NY2026-11-03
IFP Advisors, Inc
23,436$1.8M0.0%GrowthLowTampa, FL2026-10-16
Signal Advisors Wealth, LLC
23,413$1.8M0.1%ETFLowDetroit, MI2026-10-13
MGO One Seven LLC
23,329$1.8M0.0%GrowthLowBeachwood, OH2026-10-28
Outlook Wealth Advisors, LLC
23,038$1.8M0.4%ETFMediumShenandoah, TX2026-10-28
Powerhouse Assets LLC
22,871$1.7M1.4%ETFVery LowLincoln, MA2026-10-19
Riverbend Wealth Management, LLC
22,630$1.7M0.8%GrowthLowMyrtle Beach, SC2026-10-15
Bluedoor Private Wealth, LLC
22,571$1.6M0.7%CoreLowBeverly, MA2026-11-05
Northwest Wealth Management, LLC
22,402$1.7M0.2%ETFLowSpencer, IA2026-10-30
Anchor Capital Advisors LLC
22,330$1.7M0.1%ValueMediumBoston, MA2026-11-05
Allen Investment Management, LLC
21,353$1.6M0.0%MomentumMediumNew York, NY2026-11-03
L.K. Benson & Company, P.C.
21,352$1.6M0.5%YieldVery LowTimonium, MD2026-10-23
Aries Wealth Management
21,220$1.6M0.3%CoreVery LowPortland, ME2026-10-23
Nations Financial Group Inc,
21,177$1.6M0.1%CoreLowCedar Rapids, IA2026-11-05
Madrid Wealth Management, LLC
20,994$1.6M1.0%ETFLowAlbuquerque, NM2026-10-23
UMB Bank, n.a.
20,913$1.6M0.0%CoreLowKansas City, MO2026-11-06
Randall & Associates Wealth Management
20,861$1.6M1.0%ETFMediumButler, PA2026-10-20
Endeavor Private Wealth, Inc.
20,659$1.6M0.4%ETFMediumTopeka, KS2026-11-05
First American Bank
20,545$1.6M0.1%GrowthVery LowDundee, IL2026-10-27
Indivisible Partners
20,535$1.6M0.1%GrowthMediumClearwater, FL2026-10-26
Sagace Wealth Management LLC
20,371$1.6M1.0%ETFLowSt. Petersburg, FL2026-10-28
M Holdings Securities, Inc.
20,222$1.6K0.0%ETFHighPortland, OR2026-11-03
Legacy Solutions, LLC
20,079$1.5M1.2%ETFLowKennett Square, PA2026-10-07
Security Financial Services, Inc.
19,410$1.5M0.2%ETFMediumFort Wayne, IN2026-10-29
Global Wealth Management Investment Advisory, Inc.
19,352$1.5M0.2%CoreLowFort Lauderdale, FL2026-11-04
Howard Financial Services, Ltd.
19,228$1.5M0.2%ETFLowDallas, TX2026-10-15
Ascent Wealth Partners, LLC
18,848$1.4M0.1%GrowthLowNew Hartford, NY2026-10-23
Selective Wealth Management, Inc.
18,544$1.4M0.3%ETFLowForest, VA2026-10-16
Kondo Wealth Advisors, Inc.
18,535$1.4M0.5%ETFVery LowPasadena, CA2026-10-19
Navigate Wealth Management, LLC
18,494$1.4M0.9%ETFLowBirmingham, AL2026-10-14
Keybank National Association
18,372$1.4M0.0%CoreLowBrooklyn, OH2026-11-04
Ascent Group, LLC
18,239$1.4M0.0%CoreLowVirginia Beach, VA2026-10-30
Flagstar Securities, Inc
18,135$1.4M0.4%ETFVery LowNew York, NY2026-10-15
Flagship Harbor Advisors, LLC
18,128$1.4M0.1%ETFMediumBoston, MA2026-10-26
Rockwood Wealth Management, LLC
18,056$1.4M0.1%ETFVery LowNew Hope, PA2026-10-27
Guidance Capital, Inc
17,930$1.4M0.3%ETFMediumLousville, KY2026-11-03
Asset Allocation & Management Company, LLC
17,772$1.4K0.0%ETFLowChicago, IL2026-10-13
Waller Financial Planning Group, Inc
17,645$1.3M0.3%ETFMediumColumbus, OH2026-10-07
Bison Wealth, LLC
17,548$1.3M0.1%GrowthMediumAtlanta, GA2026-10-13
Montag A & Associates Inc
17,354$1.3M0.1%CoreLowAtlanta, GA2026-10-29
Stonebridge Financial Group, LLC
16,985$1.3M0.1%ETFMediumWormleysburg, PA2026-10-01
Ashton Thomas Securities, LLC
16,910$1.3M0.1%ETFMediumRochester, NY2026-10-26
Womack Financial LLC
16,891$1.3M0.8%CoreVery LowDallas, TX2026-10-14
Rosenberg Matthew Hamilton
16,689$1.3M0.2%ETFVery LowGrand Junction, CO2026-10-05
NBT Bank, N.A.
16,596$1.3M0.1%CoreLowNorwich, NY2026-10-21
Genesis Private Wealth, LLC
16,565$1.3M0.4%ETFLowAshburn, VA2026-11-02
Mesirow Financial Investment Management, Inc.
16,095$1.2M0.0%CoreLowChicago, IL2026-11-05
Juncture Wealth Strategies, LLC
15,971$1.2M0.3%ETFLowScottsdale, AZ2026-10-06
Cacti Asset Management LLC
15,803$1.2M0.1%CoreVery LowAtlanta, GA2026-10-01
Smithbridge Asset Management Inc
15,550$1.2M0.2%GrowthLowChadds Ford, PA2026-10-19
Cumberland Advisors Inc
15,315$1.2M0.4%ETFVery LowSarasota, FL2026-10-30
Syntegra Private Wealth Group, LLC
15,283$1.2M0.1%ETFLowChesterfield, MO2026-10-13
Archer Investment Corp
15,056$1.2M0.2%CoreMediumCarmel, IN2026-11-05
Wilkins Miller Wealth Management, LLC
15,027$1.1M0.6%ETFVery LowMobile, AL2026-10-13
Sloy Dahl & Holst, LLC
14,872$1.1M0.2%Agg GrowthVery LowVancouver, WA2026-10-14
Mengis Capital Management, Inc.
14,870$1.1M0.2%CoreLowPortland, OR2026-10-13
Fortis Group Advisors, LLC
14,765$1.1M0.2%ETFHighWestwood, NJ2026-11-06
CWA Asset Management Group, LLC
14,402$1.1M0.0%CoreMediumNaples, FL2026-10-19
Hall Laurie J Trustee
14,267$1.1M0.3%CoreVery LowBoston, MA2026-10-06
Zeit Capital LLC
14,264$10.7M6.6%ETFVery LowGreenwood Village, CO2026-10-19
LongView Wealth Management
14,181$1.1M0.3%ETFLowAtlanta, GA2026-10-19
Rossby Financial, LCC
14,142$1.1M0.2%ETFMediumMelbourne, FL2026-11-05
Laurel OAK Wealth Management, LLC
14,084$1.1M0.2%GrowthLowMarlton, NJ2026-10-19
International Assets Investment Management, LLC
14,049$1.1M0.1%CoreVery HighOrlando, FL2026-11-02
TritonPoint Partners, LLC
13,816$1.1M0.2%CoreMediumChevy Chase, MD2026-11-05
Transcendent Capital Group LLC
13,759$1.1M0.4%ETFMediumEdmond, OK2026-10-28
Shuttleworth & Co
13,610$1.0M0.8%GrowthLowPowell, OH2026-10-30
Csenge Advisory Group
13,539$1.0M0.0%ETFMediumClearwater, FL2026-11-04
Blueprint Financial Advisors LLC
13,531$1.0M0.1%GARPMediumGreensboto, NC2026-10-28
Amicus Financial Advisors, LLC
13,430$1.0M0.3%ETFLowLubbock, TX2026-11-03
Prairie Advisory, LLC
13,318$1.0M0.1%ETFN/ALeawood, KS2026-10-19
Americana Partners, LLC
13,086$999.8K0.0%CoreMediumHouston, TX2026-10-28
KFA Private Wealth Group, LLC
12,969$990.8K0.2%ETFLowTysons, VA2026-10-07
Trust Co of Vermont
12,886$984.5K0.0%CoreVery LowBrattleboro, VT2026-10-21
Lynx Investment Advisory
12,805$978.3K0.3%ETFLowWashington, Dc, DC2026-10-27
Schwartz Investment Counsel Inc
12,750$974.1K0.0%GrowthMediumPlymouth, MI2026-10-26
McLean Asset Management Corp
12,373$953.5K0.1%ETFVery LowTysons, VA2026-11-06
Retirement Planning Group, LLC
12,350$943.5K0.0%ETFVery LowLeawood, KS2026-10-19
MassMutual Private Wealth & Trust, FSB
12,154$928.6K0.0%CoreLowSpringfield, MA2026-10-05
Acorn Wealth Advisors, LLC
12,060$921.4K0.2%ETFLowGrand Blanc, MI2026-10-19
Chapin Davis, Inc.
12,036$919.6K0.2%GrowthHighBaltimore, MD2026-10-09
Aspiriant, LLC
12,019$918.3K0.0%ETFVery LowLos Angeles, CA2026-10-16
Southland Equity Partners LLC
11,859$906.0K0.2%ETFLowWildwood, MO2026-10-14
Andrews, Lucia Wealth Management LLC
11,558$883.0K0.5%ETFVery LowDanville, CA2026-11-02
RCS Financial Planning, LLC
11,553$882.7K0.5%ETFMediumAnnapolis, MD2026-10-14
Unison Advisors LLC
11,553$882.7K0.1%ETFVery LowProvidence, RI2026-10-29
Calamos Wealth Management LLC
11,361$868.0K0.0%GrowthMediumNaperville, IL2026-11-02
Aprio Wealth Management, LLC
11,309$864.0K0.0%ETFMediumAtlanta, GA2026-10-28
Oak Grove Capital LLC
11,290$862.6K0.0%Agg GrowthLowHolderness, NH2026-10-09
Lodestar Private Asset Management LLC
11,147$851.6K0.1%ETFLowAlamo, CA2026-10-26
MBL Wealth, LLC
11,050$844.2K0.1%ETFLowCharlotte, NC2026-10-22
TrustWell Financial Advisors, LLC
11,030$842.7K0.7%ETFMediumJacksonville, FL2026-10-15
Fiera Capital Corp
11,001$840.5K0.0%CoreMediumMontreal, Austria2026-11-06
Opus Capital Group, LLC
10,975$8380.0%ETFVery LowCincinnati, OH2026-10-30
Simplicity Wealth,LLC
10,954$836.9K0.0%ETFLowSummit, NJ2026-10-23
Texas Bank & Trust Co
10,940$835.8K0.3%CoreLowLongview, TX2026-11-04
Cooper Financial Group
10,935$835.4K0.1%GrowthMediumIrvine, CA2026-10-07
Reap Financial Group, LLC
10,879$831.1K0.1%ETFLowAustin, TX2026-11-02
Clearstead Advisors, LLC
10,873$830.7K0.0%ETFLowCleveland, OH2026-11-06
PUREfi Wealth, LLC
10,844$828.5K0.4%GrowthMediumBoston, MA2026-10-19
Center For Asset Management LLC
10,768$822.7K0.4%ETFMediumPalm Beach Gardens, FL2026-10-16
Lido Advisors, LLC
10,757$821.9K0.0%GrowthLowLos Angeles, CA2026-11-04
Equity Investment Corp
10,653$813.9K0.0%YieldMediumAtlanta, GA2026-11-04
RED Cedar Investment Management, LLC
10,560$806.8K0.1%ETFLowGrand Rapids, MI2026-11-04
GC Wealth Management RIA, LLC
10,457$798.9K0.0%GrowthMediumCambridge, MA2026-11-02
Alhambra Investment Management LLC
10,454$798.7K0.3%CoreLowPalmetto Bay, FL2026-10-15
Hillcrest Wealth Advisors - NY, LLC
10,440$797.6K0.3%ETFVery LowHazlet, NJ2026-10-22
Emergent Wealth Advisors, LLC
10,239$782.2K0.4%ETFMediumWilliamsville, NY2026-10-09
Global Financial Private Client, LLC
10,195$778.9K0.2%GrowthLowSarasota, FL2026-10-15
Gridiron Partners, LLC
10,041$767.1K0.4%ETFLowWexford, PA2026-10-08
HBE Wealth Management, LLC
10,013$765.0K0.5%ETFVery LowLincoln, NE2026-11-06
Allegiance Financial Group Advisory Services LLC
9,981$762.5K0.1%ETFLowVienna, VA2026-11-02
Mogy Joel R Investment Counsel Inc
9,875$754.5K0.0%GrowthVery LowBeverly Hills, CA2026-10-13
Cornerstone Planning Group LLC
9,808$749.1K0.1%ETFMediumFairfield, NJ2026-10-16
American Institute for Advanced Investment Management, LLP
9,761$745.7K0.4%ETFLowScottsdale, AZ2026-11-03
Ballast Financial Advisors LLC
9,721$742.7K0.7%ETFVery LowWest Chester, PA2026-10-26
First Premier Bank
9,709$7420.0%CoreVery LowSioux Falls, SD2026-10-13
Acorn Financial Advisory Services Inc
9,666$738.5K0.1%ETFMediumReston, VA2026-11-02
Planning Strategies Inc.
9,574$731.5K0.4%ETFN/ALancaster, PA2026-10-02
Lighthouse Wealth Management Inc.
9,462$722.9K0.4%ETFLowAshland, OH2026-10-13
Turtle Creek Wealth Advisors, LLC
9,415$719.3K0.0%GrowthLowDallas, TX2026-10-15
Able Financial Group, LLC
9,357$714.9K0.1%ETFLowScottsdale, AZ2026-10-14
Powers Advisory Group, LLC
9,329$712.8K0.2%ETFVery LowHighland, IL2026-10-14
Physician Wealth Solutions Inc.
9,245$706.3K0.3%ETFLowNorth Las Vegas, NV2026-10-14
Beacon Investment Advisory Services, Inc.
9,129$697.5K0.0%GrowthLowMorristown, NJ2026-10-13
Gradient Capital Advisors, LLC
9,097$695.0K0.2%ETFLowSan Diego, CA2026-10-21
Atlatl Advisers LLC
9,078$693.6K0.2%Agg GrowthHighMadison, WI2026-10-22
FSM Wealth Advisors, LLC
9,055$691.9K0.1%ETFLowCleveland, OH2026-10-27
Van Cleef Asset Management,Inc
9,041$690.7K0.1%CoreVery LowBeachwood, OH2026-10-20
Security National Bank
9,030$689.9K0.1%GrowthLowOmaha, NE2026-10-26
Davidson Trust Co
9,023$689.3K0.3%CoreLowSeattle, WA2026-10-09
Elevation Wealth Partners, LLC
8,990$686.8K0.2%ETFLowWalnut Creek, CA2026-10-07
Strategic Blueprint, LLC
8,984$686.4K0.0%ETFLowAtlanta, GA2026-10-22
Washington Trust Bank
8,930$682.3K0.0%CoreLowSpokane, WA2026-11-03
Matisse Capital
8,823$674.1K0.3%ValueMediumPortland, OR2026-10-29
International Private Wealth Advisors LLC
8,787$671.3K0.3%CoreMediumSan Diego, CA2026-11-05
Kelly Financial Services LLC
8,746$668.2K0.1%ETFMediumBraintree, MA2026-10-20
Diversify Advisory Services, LLC
8,485$649.6K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
8,485$649.6K0.0%GrowthMediumSandy, UT2026-10-20
SeaCrest Wealth Management, LLC
8,325$636.0K0.1%GrowthLowPurchase, NY2026-10-21
Donalies Financial Planning, LLC
8,323$635.8K0.5%ETFVery LowWashington, DC2026-10-19
Archford Capital Strategies, LLC
8,314$635.2K0.1%GrowthMediumSwansea, IL2026-10-19
Essex LLC
8,257$630.8K0.1%ETFLowDeer Park, IL2026-10-14
Compass Financial Group, Inc. (Ohio)
8,173$624.4K0.4%ETFMediumDublin, OH2026-10-19
McClarren Financial Advisors, Inc.
8,172$624.4K0.3%ETFMediumState College, PA2026-10-15
Barrett & Company, Inc.
8,103$619.1K0.2%ETFLowProvidence, RI2026-10-22
Frank, Rimerman Advisors LLC
8,089$618.0K0.0%GrowthLowPalo Alto, CA2026-10-16
Folger Nolan Fleming Douglas Capital Management, Inc
8,045$614.6K0.1%CoreLowWashington, DC2026-10-13
Guardsman Private Capital Management, Inc.
7,932$606.0K0.4%ETFVery LowSarasota, FL2026-10-19
Brookmont Capital Management
7,876$601.7K0.3%ValueLowDallas, TX2026-10-23
Courier Capital LLC
7,815$597.1K0.0%ETFLowBuffalo, NY2026-10-19
Glenview Trust Co
7,713$589.3K0.0%GrowthVery LowLouisville, KY2026-10-28
Keudell ison Wealth Management
7,630$582.9K0.1%ETFMediumSalem, OR2026-10-16
Noesis Capital Mangement Corp
7,629$582.9K0.1%CoreVery LowBoca Raton, FL2026-10-26
Creative Financial Designs Inc
7,624$582.5K0.0%ETFMediumKokomo, IN2026-11-04
Facet Wealth, Inc.
7,621$582.2K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Elevatus Welath Management
7,612$581.6K0.1%GrowthHighVictor, NY2026-10-19
Integrity Advisory Solutions, LLC
7,529$575.2K0.1%ETFMediumDallas, TX2026-10-29
Team Financial Group, LLC
7,482$571.6K0.2%ETFLowTemecula, CA2026-10-30
RIA Advisory Group LLC
7,430$567.7K0.2%ETFHighSioux Falls, SD2026-10-15
Prospera Financial Services Inc
7,427$573.1K0.0%CoreMediumDallas, TX2026-11-04
Tortoise Investment Management, LLC
7,420$566.9K0.0%ETFLowWhite Plains, NY2026-11-06
Delta Financial Advisors LLC
7,416$566.6K0.1%CoreVery LowMetairie, LA2026-10-27
Intergy Private Wealth, LLC
7,390$564.6K0.1%ETFVery LowColorado Springs, CO2026-10-16
Regions Financial Corp
7,372$563.2K0.0%CoreLowBirmingham, AL2026-11-05
Brown, Lisle Ings, Inc.
7,369$563.0K0.1%CoreVery LowProvidence, RI2026-10-16
NBH Bank
7,361$562.4K0.2%CoreN/AGreenwood Village, CO2026-11-05
Vestia Personal Wealth Advisors
7,331$560.1K0.2%ETFMediumFort Wayne, IN2026-10-20
SRH Advisors, LLC
7,313$558.7K0.1%ETFVery LowSalina, KS2026-10-22
Two West Capital Advisors LLC
7,237$552.7K0.3%ETFLowOverland Park, KS2026-10-15
Burney Co/
7,189$549.3K0.0%GARPMediumReston, VA2026-10-15
Woodward Financial Advisors, Inc.
7,152$546.4K0.2%ETFVery LowChapel Hill, NC2026-10-19
Accelerate Investment Advisors LLC
7,125$544.3K0.3%ETFLowAliso Viejo, CA2026-11-02
CWS Financial Advisors, LLC
7,082$541.0K0.1%ETFVery LowKalamazoo, MI2026-10-16
SpringVest Wealth Management LLC
7,068$540.0K0.3%ETFLowDallas, TX2026-10-27
BCS Wealth Management
7,040$537.8K0.1%ETFVery LowJohnson City, TN2026-11-03
BridgePort Financial Solutions, LLC
7,017$536.1K0.1%ETFLowFairfield, IA2026-11-02
Bank Julius Baer & Co. Ltd, Zurich
6,900$527.2K0.0%GrowthMediumZurich, Switzerland2026-10-29
Samalin Investment Counsel, LLC
6,884$526.0K0.2%YieldMediumChappaqua, NY2026-10-23
Synergy Asset Management, LLC
6,866$524.6K0.0%GrowthHighVancouver, WA2026-11-05
Integrity Alliance, Llc.
6,766$516.9K0.0%ETFMediumUrbandale, IA2026-10-29
Evergreen Capital Management LLC
6,701$512.0K0.0%GARPMediumBellevue, WA2026-10-23
Life Planning Partners, Inc
6,663$509.1K0.4%ETFVery LowJacksonville, FL2026-10-28
APS Management Group, Inc.
6,648$507.9K0.4%ETFMediumTorrance, CA2026-10-14
West Bancorporation Inc
6,627$506.3K0.2%ETFLowWest Des Moines, IA2026-10-29
Gibraltar Capital Management, Inc.
6,600$504.2K0.1%CoreLowTulsa, OK2026-10-27
Silver Grove Financial Group, Inc.
6,548$500.2K0.2%CoreMediumOrchard Park, NY2026-11-05
My Personal CFO, LLC
6,535$499.3K0.2%ETFHighVancouver, WA2026-10-14
Wiregrass Investment Management LLC
6,500$496.6K0.3%CoreMediumThomasville, GA2026-11-05
Epiq Partners, LLC
6,484$495.4K0.2%YieldLowMinneapolis, MN2026-10-07
James Investment Research, Inc.
6,476$494.8K0.1%CoreLowAlpha, OH2026-10-22
Fortitude Advisory Group L.L.C.
6,450$492.8K0.2%GrowthMediumGig Harbor, WA2026-10-15
Trilogy Capital Inc.
6,379$487.4K0.0%ETFMediumIrvine, CA2026-10-20
Sidoxia Capital Management, LLC
6,356$485.6K0.3%GrowthLowNewport Beach, CA2026-10-28
Cogent Strategic Wealth LLC
6,328$483.4K0.5%ETFLowChicago, IL2026-10-22
Canvas Wealth Advisors, LLC
6,308$485.1K0.1%GrowthLowShawnee, KS2026-11-02
Breakwater Investment Management
6,285$480.2K0.2%ETFLowSeattle, WA2026-10-20
Shepherd Financial Partners LLC
6,281$479.9K0.0%ETFLowWinchester, MA2026-11-03
TrueWealth Advisors, LLC
6,239$476.7K0.1%ETFMediumBirmingham, AL2026-10-09
Altiora Financial Group, LLC
6,219$475.2K0.1%ETFLowLebanon, OH2026-11-04
WBI Investments, LLC
6,117$467.3K0.1%ValueVery HighRed Bank, NJ2026-11-05
Seizert Capital Partners, LLC
6,114$467.1K0.0%ValueMediumBirmingham, MI2026-10-30
Integrated Wealth Management
6,045$461.8K0.5%ETFHighUniontown, OH2026-10-19
RAM Investment Partners, LLC
6,036$461.2K0.1%ETFLowBellevue, WA2026-10-21
Armbruster Capital Management, Inc.
5,962$455.5K0.1%ETFVery LowPittsford, NY2026-10-19
WoodTrust Financial Corp
5,945$4540.0%CoreLowWisconsin Rapids, WI2026-10-09
Baron Financial Group, LLC
5,920$452.3K0.2%ETFVery LowFair Lawn, NJ2026-10-09
Nova Financial LLC
5,844$446.5K0.2%N/AN/ATucson, AZ2026-11-04
Larson Financial Group LLC
5,802$443.3K0.0%GrowthLowSt Louis, MO2026-11-05
Mullaney, Keating & Wright, Inc.
5,777$441.3K0.2%GrowthVery LowMiddletown, CT2026-10-19
Shayne & Jacobs, LLC
5,775$441.2K0.1%ValueVery LowNashville, TN2026-10-21
Reicon Wealth Advisors, LLC
5,750$439.3K0.2%ETFLowAtlanta, GA2026-11-04
Uptick Partners, LLC
5,739$438.5K0.1%ETFLowNacogdoches, TX2026-11-04
LVW Advisors, LLC
5,737$438.3K0.0%CoreMediumPittsford, NY2026-10-19
Fiduciary Financial Group, LLC
5,722$437.2K0.1%ETFLowSan Rafael, CA2026-10-13
Ritholtz Wealth Management
5,720$437.0K0.0%IndexLowNew York, NY2026-11-05
United Advisor Group, LLC
5,701$435.5K0.0%ETFLowCincinnati, OH2026-11-03
MeadowBrook Investment Advisors LLC
5,690$421.5K0.3%CoreLowLivonia, MI2026-10-29
Reston Wealth Management LLC
5,640$430.9K0.1%ETFLowReston, VA2026-10-29
One Degree Advisors Inc
5,622$429.0K0.1%ETFLowSan Diego, CA2026-11-06
A. D. Beadell Investment Counsel, Inc.
5,606$4280.0%ValueLowMequon, WI2026-10-14
CogentBlue Wealth Advisors, LLC
5,601$427.9K0.4%ETFLowKnoxville, TN2026-10-09
Alamar Capital Management, LLC
5,600$427.8K0.2%GrowthMediumSanta Barbara, CA2026-11-02
Hippocratic Financial Advisors, LLC
5,466$417.6K0.2%ETFLowWestlake Village, CA2026-10-13
Nicholas Hoffman & Company, Llc.
5,447$416.2K0.0%ETFVery LowAtlanta, GA2026-10-30
Global Assets Advisory, LLC
5,351$407.7K0.1%GrowthHighOrlando, FL2026-10-28
Revisor Wealth Management LLC
5,339$408.9K0.1%CoreLowAkron, OH2026-10-20
Carlton Hofferkamp & Jenks Wealth Management, LLC
5,316$406.8K0.1%ETFLowThe Woodlands, TX2026-10-21
First Citizens Bank & Trust Co
5,286$403.9K0.0%CoreMediumRaleigh, NC2026-10-14
TBH Global Asset Management, LLC
5,264$402.2K0.1%CoreHighBrentwood, TN2026-11-03
Ballentine Capital Advisors, Inc
5,246$400.8K0.2%ETFVery LowGreenville, SC2026-10-14
Private Trust Co NA
5,246$400.8K0.0%CoreLowCleveland, OH2026-10-20
Livet Wealth, LLC
5,234$399.9K0.2%ETFLowSpanish Fork, UT2026-10-27
Bridgelight Financial Advisors, Inc.
5,229$399.5K0.3%CoreMediumShelton, CT2026-10-20
HCR Wealth Advisors
5,199$397.2K0.0%GrowthLowLos Angeles, CA2026-10-15
Todd Asset Management LLC
5,192$396.7K0.0%ValueMediumLouisville, KY2026-10-27
Hoge Financial Services, LLC
5,188$396.3K0.2%ETFVery LowCanonsburg, PA2026-11-05
Montecito Bank & Trust
5,153$393.7K0.1%GrowthVery LowSanta Barbara, CA2026-10-01
Cambridge Capital Management, LLC
5,153$393.7K0.1%ETFVery LowO'Fallon, IL2026-10-19
Mainstream Capital Management LLC
5,071$387.4K0.2%GrowthLowLos Angeles, CA2026-10-23
Krilogy Financial LLC
5,055$386.2K0.0%GrowthLowSt. Louis, MO2026-10-13
Money Concepts Capital Corp
5,042$385.2K0.0%ETFMediumPalm Beach Gardens, FL2026-11-06
Tennessee Valley Asset Management Partners
5,027$384.1K0.0%ETFLowKnoxville, TN2026-11-03
Cantor Fitzgerald Investment Advisors L.P.
5,018$383.4K0.0%YieldLowNew York, NY2026-10-21
Elevate Capital Advisors, LLC
4,995$381.6K0.2%ValueHighEagle, CO2026-11-02
BAR Harbor Wealth Management
4,979$380.4K0.0%CoreLowConcord, NH2026-10-21
Monument Group Wealth Advisors, LLC
4,940$377.4K0.2%ETFHighConcord, MA2026-10-21
TruNorth Capital Management, LLC
4,936$377.1K0.1%ETFLowKalamazoo, MI2026-10-14
Chatham Capital Group, Inc.
4,914$375.4K0.0%CoreLowSavannah, GA2026-10-16
J.M. Arbour, LLC
4,845$370.1K0.3%CoreHighGardiner, ME2026-11-05
Kingswood Wealth Advisors, LLC
4,785$365.6K0.0%GrowthLowSan Diego, CA2026-10-23
Wealth Advisory Solutions, LLC
4,771$364.5K0.1%ETFLowZionsville, IN2026-10-20
SBI Securities Co., Ltd.
4,724$360.9K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Woodmont Investment Counsel LLC
4,710$359.8K0.0%GARPVery LowNashville, TN2026-10-29
Wynn Capital, LLC
4,700$359.1K0.2%CoreVery LowAugusta, GA2026-10-13
Duncker Streett & Co Inc
4,678$357.4K0.1%GrowthLowSt. Louis, MO2026-10-27
Elmwood Wealth Management, Inc.
4,668$356.6K0.1%ETFLowBerkeley, CA2026-10-14
ARK & TLK Investments, LLC
4,661$356.1K0.1%ETFLowOklahoma City, OK2026-10-20
Forthright Family Wealth Advisory LLC
4,640$354.5K0.2%ETFHighHouston, TX2026-11-03
Clear Creek Financial Management, LLC
4,609$352.1K0.0%ETFMediumSilverdale, WA2026-10-28
S.A. Mason LLC
4,575$349.5K0.1%GrowthVery LowHolland, MI2026-10-13
Compass Financial Management LLC
4,547$347.4K0.0%CoreN/ATampa, FL2026-10-30
Guyasuta Investment Advisors Inc
4,518$345.2K0.0%CoreVery LowPittsburgh, PA2026-10-15
Raleigh Capital Management Inc.
4,505$344.2K0.1%CoreMediumCary, NC2026-10-28
Biltmore Family Office, LLC
4,487$342.8K0.0%GrowthLowCharlotte, NC2026-11-03
Keener Financial Planning LLC
4,465$341.1K0.1%ETFVery LowKeller, TX2026-11-06
Element Pointe Advisors, LLC
4,441$339.3K0.0%ETFLowMiami, FL2026-10-21
Clientfirst Wealth Management, LLC
4,437$339.0K0.2%Deep ValueVery LowLittle Rock, AR2026-11-04
Wealthcare Advisory Partners LLC
4,428$338.3K0.0%ETFLowWest Chester, PA2026-10-21
Private Management Group Inc
4,420$337.7K0.0%YieldLowIrvine, CA2026-11-04
EnRich Financial Partners LLC
4,405$336.5K0.1%ETFVery LowMadison, WI2026-10-21
Tucker Asset Management LLC
4,403$336.4K0.1%ETFMediumLittleton, CO2026-10-29
Prospera Capital Management, LLC
4,378$333.6K0.1%ETFVery LowGilbert, AZ2026-10-19
Whitener Capital Management, Inc.
4,375$334.3K0.1%CoreVery LowRocky Mount, NC2026-10-15
Pinnacle Bancorp, Inc.
4,363$333.3K0.1%CoreVery LowBeatrice, NE2026-10-21
Portland Financial Advisors Inc
4,353$332.6K0.6%ETFVery LowPort Washington, NY2026-10-26
Narus Financial Partners, LLC
4,329$330.7K0.1%ValueLowSalt Lake City, UT2026-10-19
Chemistry Wealth Management LLC
4,304$328.8K0.1%CoreLowNew York, NY2026-10-16
Washington Trust Advisors, Inc.
4,218$322.3K0.0%GrowthLowWellesley, MA2026-10-22
Frontier Asset Management, LLC
4,209$321.6K0.1%ETFLowSheridan, WY2026-10-28
Pioneer Wealth Management Group
4,174$318.9K0.1%ETFLowAustin, TX2026-10-09
Plancorp, LLC
4,164$321.0K0.0%ETFLowSaint Louis, MO2026-11-03
Harbor Investment Advisory, LLC
4,134$315.8K0.0%GrowthLowLutherville, MD2026-10-13
Fisher Asset Management, LLC
4,085$312.1K0.0%CoreLowPlano, TX2026-11-06
Wingate Wealth Advisors, Inc.
4,062$310.4K0.1%ETFVery LowLexington, MA2026-10-26
Ironwood Wealth Management, Llc.
4,044$309.0K0.1%ETFLowChandler, AZ2026-10-28
Warner Financial, Inc
4,016$306.8K0.1%ETFVery LowBethesda, MD2026-11-06
William John Sempolinski
4,000$305.6K0.1%MomentumLowEaston, MA2026-10-20
Valtinson Bruner Financial Planning LLC
3,972$303.4K0.1%ETFLowNew Brighton, MN2026-11-02
Parkway Wealth Management Group, LLC
3,945$301.4K0.0%ETFHighPlano, TX2026-10-20
Prudent Investor Advisors, LLC
3,941$301.1K0.2%ETFN/AFolsom, CA2026-10-22
Moneco Advisors, LLC
3,893$297.5K0.0%ETFLowFairfield, CT2026-11-05
Milestone Investment Advisors LLC
3,889$297.1K0.1%ETFVery LowMiddleton, WI2026-11-05
Capital Investment Advisory Services, LLC
3,886$296.9K0.0%CoreMediumRaleigh, NC2026-10-30
Beacon Financial Advisory LLC
3,885$296.8K0.1%ETFLowCleveland, OH2026-10-16
Central Trust Co
3,884$296.7K0.0%CoreLowJefferson City, MO2026-11-05
Accurate Wealth Management, LLC
3,839$293.2K0.0%CoreMediumWesley Chapel, FL2026-10-20
KFG LLC
3,834$292.9K0.2%ETFN/ARapid City, SD2026-11-02
Hutchens & Kramer Investment Management Group, LLC
3,825$292.2K0.1%ETFLowIndianapolis, IN2026-10-16
Watchman Group, Inc.
3,802$290.5K0.1%ETFLowPlano, TX2026-10-16
Emprise Bank
3,777$288.6K0.1%ETFVery LowWichita, KS2026-10-07
Ignite Planners, LLC
3,762$287.4K0.0%CoreLowSan Clemente, CA2026-10-14
Midwest Trust Co
3,752$286.7K0.0%CoreLowOverland Park, KS2026-10-22
Verus Capital Partners, LLC
3,736$285.5K0.0%GrowthLowScottsdale, AZ2026-11-03
Lockerman Financial Group, Inc.
3,732$285.1K0.4%ETFMediumNewport Beach, CA2026-10-19
Maia Wealth LLC
3,728$284.8K0.0%ETFMediumDenver, CO2026-10-19
Retirement Guys Formula LLC
3,679$280.6K0.1%CoreMediumMaumee, OH2026-10-26
Jacobi Capital Management LLC
3,644$278.4K0.0%CoreLowPittston, PA2026-11-05
Howard Capital Management Group, LLC
3,641$278.2K0.0%GrowthVery LowLos Angeles, CA2026-10-16
Montz Harcus Wealth Management LLC
3,635$277.7K0.1%ETFVery LowNew Orleans, LA2026-10-09
Wealth Forward, LLC
3,615$276.2K0.1%ETFMediumFargo, ND2026-10-14
Sovran Advisors, LLC
3,588$276.0K0.0%ETFMediumSan Diego, CA2026-11-02
Linscomb Wealth, Inc.
3,565$272.3K0.0%ETFLowHouston, TX2026-11-05
Radnor Capital Management, LLC
3,547$271.0K0.0%CoreLowWayne, PA2026-10-23
Baker Ellis Asset Management LLC
3,500$267.4K0.0%GARPVery LowVancouver, WA2026-10-14
MidAtlantic Capital Management, Inc.
3,496$267.1K0.2%ETFVery LowRichmond, VA2026-11-05
Squire Investment Management Company, LLC
3,423$261.6K0.1%ETFVery LowOrem, UT2026-11-03
Mainsail Asset Management, LLC
3,410$260.2K0.1%ETFMediumBirmingham, AL2026-10-14
E&G Advisors, LLC
3,360$256.7K0.0%ETFVery LowHouston, TX2026-10-13
Hiley Hunt Wealth Management
3,357$256.5K0.1%ETFVery LowOmaha, NE2026-10-08
Aufman Associates Inc
3,353$256.1K0.1%ETFVery LowSewickley, PA2026-11-04
Axxcess Wealth Management, LLC
3,348$255.8K0.0%CoreLowCarlsbad, CA2026-10-21
Penobscot Investment Management Company, Inc.
3,338$255.0K0.0%GrowthLowBoston, MA2026-10-26
Townsend Financial Planning, LLC
3,336$254.9K0.2%ETFVery LowMt Sterling, KY2026-11-02
Nabity-Jensen Investment Management Inc
3,332$254.6K0.2%ETFVery LowOmaha, NE2026-10-23
Churchill Financial Advisors, LLC
3,302$252.3K0.0%CoreLowLouisville, KY2026-10-20
Shepherd Street Advisors LLC
3,293$251.5K0.2%GrowthLowLarkspur, CA2026-10-21
Richards, Merrill & Peterson, Inc.
3,267$249.6K0.1%GrowthLowSpokane, WA2026-10-19
LJI Wealth Management, LLC
3,266$249.5K0.0%ETFLowIndianapolis, IN2026-10-28
Guardian Asset Advisors, LLC
3,258$248.9K0.1%GrowthMediumMechanicsburg, PA2026-10-16
Tenon Financial LLC
3,231$246.8K0.1%ETFVery LowMetuchen, NJ2026-10-14
Collaborative Wealth Managment Inc.
3,179$242.9K0.1%ETFMediumLake Mary, FL2026-11-06
Verde Capital Management
3,155$241.1K0.0%ETFLowClarkston, MI2026-10-28
Sterling Investment Advisors, Ltd.
3,122$238.5K0.0%GrowthLowBerwyn, PA2026-10-27
Triumph Capital Management
3,109$237.6K0.0%ETFMediumDenver, CO2026-10-14
Buck Wealth Strategies, LLC
3,097$236.6K0.0%ValueMediumDenver, CO2026-10-28
Cdkv Holdings LLC
3,075$234.9K0.2%ETFMediumDenver, CO2026-10-28
BNC Wealth Management, LLC
3,074$234.9K0.1%GrowthHighBeaverton, OR2026-10-19
Richardson Financial Services Inc.
3,072$234.7K0.1%GrowthMediumMedway, MA2026-10-30
High Net Worth Advisory Group LLC
3,067$234.3K0.0%ETFVery LowNaples, FL2026-10-26
Meritas Wealth Management, LLC
3,059$233.7K0.1%ETFVery LowSan Rafael, CA2026-10-14
Three Bridge Wealth Advisors, LLC
3,056$233.5K0.0%ETFLowLos Altos, CA2026-11-05
Fort Washington Investment Advisors Inc
3,017$230.5K0.0%CoreLowCincinnati, OH2026-10-15
Clear Wave Wealth Management LLC
3,008$229.8K0.0%ETFN/ARed Bank, NJ2026-11-04
Opinicus Capital, Inc.
3,002$229.4K0.1%GrowthLowTampa, FL2026-10-28
Wolff Financial Management LLC
2,954$225.7K0.0%ETFVery LowKalamazoo, MI2026-10-23
Baskin Financial Services Inc.
2,945$2250.0%CoreVery LowToronto, Australia2026-10-19
JIM Saulnier & Associates, LLC
2,931$223.9K0.1%ETFLowFort Collins, CO2026-11-04
Towerpoint Wealth, LLC
2,911$222.4K0.1%ETFLowSacramento, CA2026-10-13
Goldstein Advisors, LLC
2,910$222.3K0.0%ETFMediumMadison, WI2026-10-15
Windsor Capital Management, LLC
2,895$221.1K0.1%ETFVery LowPhoenix, AZ2026-10-13
Olio Financial Planning
2,859$218.4K0.1%ETFVery LowMclean, VA2026-10-22
Markowski Investments
2,857$218.3K0.0%ETFN/ATampa, FL2026-10-30
Advisor Resource Council
2,845$216.9K0.1%ETFLowDallas, TX2026-11-05
AdvisorNet Financial, Inc
2,760$210.9K0.0%ETFLowMinnetonka, MN2026-10-15
Liberty Capital Management, Inc.
2,749$210.0K0.0%CoreVery LowBirmingham, MI2026-11-02
Smith Thornton Advisors LLC
2,728$208.4K0.1%ETFVery LowHuntsville, AL2026-10-16
ASL Financial, LLC
2,721$207.9K0.1%ETFVery LowLos Gatos, CA2026-10-15
Clifford Swan Investment Counsel LLC
2,719$207.7K0.0%CoreVery LowPasadena, CA2026-11-05
Arnold Financial Planning LLC
2,714$207.4K0.1%ETFVery LowHiawatha, IA2026-10-20
Atlas Wealth Partners, LLC
2,686$205.2K0.2%Agg GrowthVery LowWyomissing, PA2026-11-03
Pekin Hardy Strauss, Inc.
2,675$204.4K0.0%ValueMediumChicago, IL2026-11-02
Northside Capital Management, LLC
2,650$202.5K0.0%GARPLowHood River, OR2026-10-13
Granite FO LLC
2,628$200.8K0.1%GARPVery LowGilford, NH2026-10-14
DecisionPoint Financial, LLC
2,525$192.7K0.0%ETFVery LowMesa, AZ2026-10-27
Wilmington Savings Fund Society, FSB
2,500$191.0K0.0%CoreLowWilmington, DE2026-10-23
American Capital Advisory, LLC
2,494$190.5K0.1%ETFLowKetchum, ID2026-10-28
Latitude Advisors, LLC
2,388$182.4K0.1%ETFLowYorkville, IL2026-10-27
Murphy & Mullick Capital Management Corp
2,373$180.1K0.1%GrowthLowSmithtown, NY2026-11-02
Ares Financial Consulting, LLC
2,300$175.7K0.1%CoreLowCalabasas, CA2026-10-19
Balentine LLC
2,274$173.8K0.0%ETFLowAtlanta, GA2026-11-03
Blume Capital Management, Inc.
2,200$168.1K0.0%CoreMediumBerkeley, CA2026-10-26
Cape Investment Advisory, Inc.
2,111$161.3K0.0%ETFLowMcdonough, GA2026-10-13
Key Capital Management, Inc
1,804$137.8K0.1%ETFMediumHendersonville, Tn 37075, TN2026-11-03
WPG Advisers, LLC
1,764$134.8K0.1%CoreLowBaltimore, MD2026-10-27
Coastline Trust Co
1,646$125.8K0.0%GrowthVery LowProvidence, RI2026-10-01
Pioneer Family Office, LLC
1,637$125.1K0.1%ETFMediumNorth Miami Beach, FL2026-10-30
Kelleher Financial Advisors
1,632$124.7K0.0%CoreMediumNew York, NY2026-10-30
Golden State Wealth Management, LLC
1,553$118.7K0.0%ETFMediumSanta Ana, CA2026-11-02
Beacon Financial Strategies Corp
1,543$117.9K0.1%ETFVery LowRaleigh, NC2026-10-14
Robinson Value Management, Ltd.
1,478$112.9K0.1%YieldHighSan Antonio, TX2026-10-20
Community Bank, N.A.
1,300$99.3K0.0%CoreVery LowDewitt, NY2026-11-06
Gilpin Wealth Management, LLC
1,291$98.6K0.1%GrowthLowDenver, CO2026-10-09
Abound Wealth Management
1,246$95.2K0.0%ETFVery LowFranklin, TN2026-10-26
Clayton Financial Group LLC
1,229$93.9K0.0%ETFLowSt. Louis, MO2026-10-13
Signature Equity Partners, LLC
1,217$93.0K0.0%GrowthMediumColumbus, OH2026-10-29
Global Trust Asset Management, LLC
1,147$87.6K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Clean Yield Group
1,064$81.3K0.0%CoreLowNorwich, VT2026-10-28
Wealth Enhancement Trust Services, Inc.
1,031$78.8K0.0%GrowthMediumSioux Falls, SD2026-10-07
Farmers & Merchants Trust Co of Chambersburg PA
1,019$780.0%GARPLowChambersburg, PA2026-10-14
Vestor Capital, LLC
1,008$1210.0%ValueMediumChicago, IL2026-11-04
Maryland Capital Advisors Inc.
971$74.2K0.0%ETFVery LowChester, MD2026-10-15
First Pacific Financial
964$73.6K0.0%ETFLowVancouver, WA2026-10-14
DT Investment Partners, LLC
947$72.4K0.0%ETFVery LowChadds Ford, PA2026-10-27
Y.D. More Investments Ltd
888$67.8K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Signature Resources Capital Management, LLC
855$65.3K0.0%ETFLowNewport Beach, CA2026-10-16
Evolution Wealth Management Inc.
845$64.6K0.0%ETFMediumFort Myers, FL2026-10-28
Laurel Wealth Advisors LLC
800$61.1K0.0%CoreVery LowCharlotte, NC2026-10-27
Tompkins Financial Corp
768$58.7K0.0%CoreLowIthaca, NY2026-10-05
Pacific Center for Financial Services
668$51.1K0.0%ETFMediumDanville, CA2026-10-15
Peoples Financial Services Corp.
625$47.8K0.0%CoreVery LowMoosic, PA2026-10-20
Hanson & Doremus Investment Management
600$460.0%CoreVery LowBurlington, VT2026-10-16
Creative Capital Management Investments LLC
595$45.5K0.0%ETFLowSan Diego, CA2026-10-28
Trust Co of Toledo NA
582$44.5K0.0%GrowthVery LowHolland, OH2026-10-16
Comprehensive Financial Planning, Inc.
564$43.2K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Guardian Partners Inc.
550$42.0K0.0%ValueMediumToronto, South Africa2026-10-21
Transce3nd, LLC
534$40.9K0.0%GrowthLowBuda, TX2026-10-26
Vermillion Wealth Management, Inc.
498$38.1K0.0%ValueLowRosemount, MN2026-10-26
Horrell Capital Management, Inc.
485$37.1K0.0%ValueVery LowLittle Rock, AR2026-10-08
Hazlett, Burt & Watson, Inc.
480$370.0%CoreVery LowWheeling, WV2026-11-04
West Paces Advisors Inc.
467$35.7K0.0%ETFLowAtlanta, GA2026-10-13
Birchwood Financial Partners, Inc.
452$34.5K0.0%ETFVery LowBloomington, MN2026-11-02
Center for Financial Planning, Inc.
450$34.4K0.0%ETFLowSouthfied, MI2026-10-26
Kingdom Financial Group Llc.
439$33.5K0.0%ETFMediumPeoria, AZ2026-11-04
Financial Perspectives, Inc
427$32.6K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Investors Research Corp
424$32.4K0.0%ETFLowAtlanta, GA2026-10-07
Winthrop Capital Management, LLC
347$26.5K0.0%ETFLowCarmel, IN2026-11-05
Bangor Savings Bank
333$25.4K0.0%ETFLowBangor, ME2026-10-06
Quest 10 Wealth Builders, Inc.
327$25.0K0.0%ETFLowFuquay-Varina, VA2026-11-02
GK Wealth Management LLC
316$24.1K0.0%GARPVery HighReno, NV2026-10-09
POM Investment Strategies, LLC
310$23.7K0.0%ETFVery HighRaleigh, NC2026-10-20
Versant Capital Management, Inc
291$22.2K0.0%GARPLowPhoenix, AZ2026-10-02
Pinnacle Wealth Planning Services, Inc.
281$21.5K0.0%GARPLowMansfield, OH2026-10-27
Tower View Wealth Management LLC
265$20.3K0.0%MomentumMediumShorewood, WI2026-10-23
Clark Wealth Partners
250$19.1K0.0%ETFVery LowO'Fallon, IL2026-10-19
Bank of New Hampshire
240$18.3K0.0%CoreLowLaconia, NH2026-10-06
Bayban
211$16.4K0.0%ValueLowBayport, MN2026-11-05
Chapman Financial Group, LLC
200$15.3K0.0%CoreVery LowHonolulu, HI2026-10-26
Highline Wealth Partners LLC
200$15.3K0.0%ETFMediumSherman Oaks, CA2026-10-19
Portfolio Resources Advisor Group, Inc.
198$15.1K0.0%ETFMediumCoral Gables, FL2026-10-20
Asset Dedication, LLC
185$14.1K0.0%ETFLowSan Francisco, CA2026-11-03
Costello Asset Management, Inc
173$13.2K0.0%CoreLowFeasterville, PA2026-10-30
Bare Financial Services, Inc
172$13.1K0.0%ETFVery LowGap, PA2026-11-04
Tradewinds Capital Management, LLC
170$13.0K0.0%ETFVery HighBellingham, WA2026-10-23
Foresight Capital Management Advisors, Inc.
167$12.8K0.0%CoreMediumSaline, MI2026-10-27
Peachtree Investment Partners, LLC
161$12.3K0.0%MomentumLowIndian River Shores,, FL2026-11-05
Nemes Rush Group LLC
161$12.3K0.0%CoreVery LowNovi, MI2026-11-04
Investment Research & Advisory Group, Inc.
142$10.8K0.0%GrowthVery LowAtlanta, GA2026-10-19
Southern Michigan Bank & Trust
135$10.3K0.0%ETFLowColdwater, MI2026-10-19
Sofi Wealth, LLC
134$10.2K0.0%ETFVery LowSan Francisco, CA2026-10-27
Westside Investment Management, Inc.
130$9.9K0.0%GrowthLowSanta Monica, CA2026-11-02
CX Institutional
114$90.0%CoreMediumAuburn, IN2026-10-02
Arlington Trust Co LLC
112$8.6K0.0%ETFMediumBirmingham, AL2026-10-20
Blueline Advisors LLC
106$8.1K0.0%ETFLowExeter, NH2026-10-15
Lloyd Advisory Services, Llc.
106$8.1K0.0%ETFVery HighSuwanee, GA2026-11-02
Wolff Wiese Magana LLC
103$7.9K0.0%GrowthLowCarslbad, CA2026-10-15
Advocate Investing Services LLC
103$7.9K0.0%ETFLowWoodbine, MD2026-10-26
Key FInancial Inc
100$7.6K0.0%ETFLowWest Chester, PA2026-11-02
Coston, McIsaac & Partners
98$7.5K0.0%YieldVery LowBar Harbor, ME2026-11-06
Tsfg, LLC
87$70.0%ETFLowLake Forest, IL2026-10-23
Covestor Ltd
86$70.0%ValueHighLondon, United Kingdom2026-10-30
Concord Wealth Partners
78$6.0K0.0%GrowthLowAbingdon, VA2026-11-02
Acumen Wealth Advisors, LLC
76$5.8K0.0%GrowthHighChattanooga, TN2026-11-05
4Thought Financial Group Inc.
72$5.5K0.0%ETFLowSyosset, NY2026-11-02
Pflug Koory, LLC
68$5.2K0.0%CoreVery LowOmaha, NE2026-10-26
Quaker Wealth Management, LLC
66$5.0K0.0%ETFMediumMoorestown, NJ2026-10-22
Loring Wolcott & Coolidge Fiduciary Advisors LLP
60$4.6K0.0%GrowthVery LowBoston, MA2026-10-23
Adirondack Trust Co
53$4.0K0.0%GrowthLowSaratoga Springs, NY2026-10-14
GHP Investment Advisors, Inc.
53$4.1K0.0%CoreVery LowDenver, CO2026-10-15
Legacy Bridge, LLC
50$3.8K0.0%GrowthVery LowWest Des Moines, IA2026-10-28
Indiana Trust & Investment Management Co
48$3.7K0.0%GrowthLowMishawaka, IN2026-10-22
Heritage Family Offices, LLP
45$3.4K0.0%GrowthHighScottsdale, AZ2026-11-02
Provenance Wealth Advisors, LLC
42$3.2K0.0%ETFLowFort Lauderdale, FL2026-10-30
Barnes Dennig Private Wealth Management LLC
40$3.1K0.0%CoreLowCincinnati, OH2026-10-30
Northstar Asset Management Co
30$2.3K0.0%CoreVery LowBlue Bell, PA2026-10-22
GGM Financial LLC
29$2.2K0.0%ETFMediumColumbus, OH2026-11-05
McCarley & Cook Financial Planners
28$2.1K0.0%ETFLowCincinnati, OH2026-10-21
Valued Wealth Advisors LLC
26$2.0K0.0%IndexVery LowHolladay, UT2026-11-05
Cedar Mountain Advisors, LLC
25$1.9K0.0%ETFVery LowLake Oswego, OR2026-10-15
Valley National Advisers Inc
22$1.7K0.0%ETFLowBethlehem, PA2026-10-23
AlphaCore Capital LLC
21$1.6K0.0%ETFLowLa Jolla, CA2026-11-04
Atlantic Edge Private Wealth Management, LLC
18$1.4K0.0%CoreLowJacksonville, FL2026-10-20
Smallwood Wealth Investment Management, LLC
15$1.1K0.0%ETFVery LowRed Bank, NJ2026-10-30
Balance Wealth Partners LLC
12$9170.0%ETFMediumWorthington, OH2026-10-27
Kroeger Financial Partners
2$1530.0%ETFN/AGrass Valley, CA2026-10-19
Allspring Global Investments Holdings, LLC
2$1520.0%CoreMediumCharlotte, NC2026-11-04
Tounjian Advisory Partners, LLC
1$460.0%GrowthHighFort Myers, FL2026-11-04
Hoey Investments, Inc
1$520.0%Agg GrowthLowCoatesville, PA2026-10-29
Mather Group, Llc.
1$500.0%ETFMediumChicago, IL2026-10-14
Gables Capital Management Inc.
1$760.0%GrowthVery LowMiami, FL2026-11-04
Trust Co
1$770.0%ETFVery LowManhattan, KS2026-10-09