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Vanguard Short-Term Tips (VTIP)

CUSIP: 922020805 | NYSE | 2154 institutional holders

Quarters

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

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management5,401,538
3.6% of portfolio›$265.9M
Klingman & Associates, LLC2,832,668
5.8% of portfolio›$139.4M
Studio Investment Management LLC1,893,778
15.8% of portfolio›$93.2M
Assetmark, Inc1,658,717
0.1% of portfolio›$81.6M
Allied Investment Advisors, LLC1,633,246
7.6% of portfolio›$80.4M
True Link Financial Advisors, LLC1,563,812
4.4% of portfolio›$77.0M
First Interstate Bank1,556,685
4.1% of portfolio›$76.6M
Accredited Investors Inc.1,391,218
2.9% of portfolio›$68.5M
Altfest L J & Co Inc1,075,442
5.3% of portfolio›$52.9M
Trust Co of Vermont963,484
1.7% of portfolio›$47.4M
Beacon Capital Management, Inc.958,351
3.0% of portfolio›$47.2M
Pacific Sage Partners, LLC859,133
5.5% of portfolio›$42.3M
Moller Wealth Partners836,680
7.6% of portfolio›$41.2M
Ethos Capital Management, Inc.825,578
27.1% of portfolio›$40.6M
3Edge Asset Management, LP824,552
1.7% of portfolio›$40.6M
Leonard Rickey Investment Advisors P.L.L.C.821,706
6.3% of portfolio›$40.4M
Define Financial, LLC774,516
15.9% of portfolio›$38.1M
Financial Consulate, Inc749,383
4.1% of portfolio›$36.9M
Kestra Advisory Services, LLC707,424
0.1% of portfolio›$34.8M
Marotta Asset Management659,236
5.5% of portfolio›$32.4M
Commonwealth Equity Services, LLC631,439
0.0% of portfolio›$31.1M
Northwest Wealth Management, LLC630,055
4.0% of portfolio›$31.0M
Arlington Financial Advisors, LLC628,624
3.9% of portfolio›$30.9M
Graves Light Lenhart Wealth, Inc.540,037
2.5% of portfolio›$26.6M
M Holdings Securities, Inc.516,233
0.0% of portfolio›$25.2K
Schorn Wealth LLC512,588
6.5% of portfolio›$25.2M
Deane Retirement Strategies, Inc.488,731
9.9% of portfolio›$24.1M
West Financial Advisors, LLC488,357
3.6% of portfolio›$24.0M
Chemistry Wealth Management LLC485,347
3.7% of portfolio›$23.9M
Cornerstone National Bank & Trust Co479,175
7.5% of portfolio›$23.2M
Perigon Wealth Management, LLC462,519
0.4% of portfolio›$22.8M
Burton Enright Welch454,858
2.4% of portfolio›$22.4M
Financial Solutions Advisory Group, Inc.447,772
2.8% of portfolio›$21.8M
Woodward Financial Advisors, Inc.446,946
8.7% of portfolio›$22.0M
Atria Investments, Inc432,914
0.2% of portfolio›$21.3M
Glenview Trust Co430,689
0.3% of portfolio›$21.2M
Fairway Wealth LLC424,904
4.5% of portfolio›$20.9M
Brickley Wealth Management418,852
2.9% of portfolio›$20.6M
SJS Investment Consulting Inc.416,947
2.1% of portfolio›$20.5M
Nkcfo LLC415,950
0.0% of portfolio›$20.5K
Wingate Wealth Advisors, Inc.414,968
8.5% of portfolio›$20.4M
Prosperity Planning, Inc.412,206
4.5% of portfolio›$20.3M
Strategic Planning Group, LLC408,580
2.1% of portfolio›$20.1M
Sellwood Investment Partners LLC396,016
7.0% of portfolio›$19.5M
Farther Finance Advisors, LLC388,184
0.1% of portfolio›$19.1M
Nova R Wealth, Inc.379,337
5.5% of portfolio›$18.7M
Asset Management One Co., Ltd.376,887
0.0% of portfolio›$18.6M
Fidelis iM, LLC371,653
6.0% of portfolio›$18.3M
Lpwm LLC364,020
3.9% of portfolio›$17.9M
Emprise Bank356,639
6.7% of portfolio›$17.6M
Cypress Capital, LLC353,162
4.6% of portfolio›$17.4M
Cambridge Investment Research Advisors, Inc.352,562
0.0% of portfolio›$17.4K
Apella Capital, LLC343,369
0.2% of portfolio›$16.6M
Greystone Financial Group, LLC340,133
4.7% of portfolio›$16.7M
Twelve Points Wealth Management LLC328,129
3.0% of portfolio›$16.1M
North Star Investment Management Corp.322,687
0.9% of portfolio›$15.9M
Farmers & Merchants Investments Inc322,638
0.4% of portfolio›$15.9M
Atmos Advisory, LLC316,500
8.3% of portfolio›$15.6M
Verus Financial Partners, Inc.303,180
1.3% of portfolio›$14.9M
55 North Private Wealth, LLC288,288
2.7% of portfolio›$14.2M
Carnegie Investment Counsel286,584
0.3% of portfolio›$14.1M
MGO One Seven LLC285,277
0.2% of portfolio›$14.0M
Advocate Group LLC283,144
2.2% of portfolio›$13.9M
Baron Financial Group, LLC280,745
6.7% of portfolio›$13.8M
Vertrix Wealth Management, LLC263,907
4.5% of portfolio›$13.0M
Leuthold Group, LLC248,342
1.1% of portfolio›$12.2M
Financial & Tax Architects, LLC245,080
2.5% of portfolio›$12.1M
Citigroup Inc235,814
0.0% of portfolio›$11.6M
Magnus Financial Group LLC235,075
0.8% of portfolio›$11.6M
Net Worth Advisory Group229,317
2.8% of portfolio›$11.1M
Trust Co227,773
1.0% of portfolio›$11.2M
Frisco Financial Planning LLC226,261
8.7% of portfolio›$11.1M
Drum Hill Capital, LLC224,564
9.2% of portfolio›$11.1M
Kondo Wealth Advisors, Inc.223,607
3.7% of portfolio›$11.0M
Colorado Capital Management, Inc.221,634
0.0% of portfolio›$10.9K
Sepio Capital, LP214,901
0.4% of portfolio›$10.6M
Creative Planning212,753
0.0% of portfolio›$10.5M
Aurelius Family Office LLC212,565
4.2% of portfolio›$10.5M
Summit Global Investments211,510
0.0% of portfolio›$10.4K
Bouvel Investment Partners, LLC208,067
2.4% of portfolio›$10.2M
Cherry Tree Wealth Management, LLC201,828
1.9% of portfolio›$9.9M
XY Planning Network, Inc.199,617
1.1% of portfolio›$9.8M
Evanson Financial, LLC198,184
0.5% of portfolio›$9.8M
Jeppson Wealth Management, LLC198,119
2.8% of portfolio›$9.8M
ShankerValleau Wealth Advisors, Inc.196,242
2.6% of portfolio›$9.7M
Wright Wealth LLC193,422
5.5% of portfolio›$9.5M
White Lighthouse Investment Management Inc.192,767
1.1% of portfolio›$9.5M
SimpliFi, Inc.191,672
3.8% of portfolio›$9.4M
Nvwm, LLC189,379
1.7% of portfolio›$9.3M
Creative Financial Designs Inc186,203
0.4% of portfolio›$9.2M
Friday Financial185,693
1.8% of portfolio›$9.0M
Svrn Asset Management, LLC185,373
4.7% of portfolio›$9.1M
Robinswood Financial LLC185,058
2.8% of portfolio›$9.0M
Clarity Capital Advisors, LLC183,604
3.8% of portfolio›$9.0M
D.A. Davidson & Co.183,309
0.0% of portfolio›$9.0M
Gradient Capital Advisors, LLC181,736
2.1% of portfolio›$8.9M
Bulwark Capital Corp181,301
4.7% of portfolio›$8.9M
Whitegate Investment Counselors, Inc.178,950
2.6% of portfolio›$8.8M
Concurrent Investment Advisors, LLC174,777
0.1% of portfolio›$8.6M
Elevation Capital Advisory, LLC170,611
3.3% of portfolio›$8.4M
Family Wealth Partners, LLC169,724
2.5% of portfolio›$8.4M
Good Harbor Advisors, Inc.168,092
7.7% of portfolio›$8.3M
Certified Advisory Corp166,515
0.7% of portfolio›$8.2M
First Business Financial Services, Inc.166,177
0.6% of portfolio›$8.2M
Procyon Advisors, LLC165,545
0.3% of portfolio›$8.1M
Factor Wealth Management LTD165,473
1.2% of portfolio›$8.1M
Family CFO Inc165,039
3.2% of portfolio›$8.1M
Guild Investment Management, Inc.161,815
5.1% of portfolio›$8.0M
Foundry Financial LLC160,830
2.5% of portfolio›$7.9M
Almanack Investment Partners, Llc.158,131
0.9% of portfolio›$7.8M
Curran Financial Partners, LLC156,745
1.3% of portfolio›$7.7M
Meritas Wealth Management, LLC156,548
2.8% of portfolio›$7.7M
Indivisible Partners150,429
0.3% of portfolio›$7.4M
Breakwater Capital Group148,807
0.9% of portfolio›$7.3M
Global Wealth Management, LLC144,074
3.9% of portfolio›$7.1M
Secure Asset Management, LLC140,586
0.9% of portfolio›$6.9M
Greenbush Financial Group, LLC139,453
2.0% of portfolio›$6.9M
Lido Advisors, LLC133,210
0.0% of portfolio›$6.6M
Mirae Asset Global Investments Co., Ltd.132,235
0.0% of portfolio›$6.5M
Peirce Capital Management, LLC131,232
2.4% of portfolio›$6.5M
TD Private Client Wealth LLC131,031
0.1% of portfolio›$6.4M
TME Financial, Inc.130,939
4.0% of portfolio›$6.4M
Alps Advisors Inc129,590
0.0% of portfolio›$6.4M
KFG LLC128,712
4.2% of portfolio›$6.3M
Manuka Financial, LLC128,704
3.2% of portfolio›$6.3M
Spire Wealth Management127,065
0.2% of portfolio›$6.3M
Modera Wealth Management, LLC125,018
0.1% of portfolio›$6.2M
Symmetry Partners, LLC122,290
0.3% of portfolio›$6.0M
Northern Lights Advisors, Inc.122,262
3.1% of portfolio›$6.0M
Aspirean Wealth, LLC118,337
5.3% of portfolio›$5.8M
Optima Capital LLC116,930
2.3% of portfolio›$5.8M
Squire Investment Management Company, LLC115,013
1.3% of portfolio›$5.7M
Mullaney, Keating & Wright, Inc.114,565
2.6% of portfolio›$5.6M
Essential Planning, Llc.113,410
1.5% of portfolio›$5.6M
Shotwell Rutter Baer Inc113,110
3.1% of portfolio›$5.6M
Destiny Wealth Partners, LLC111,672
0.6% of portfolio›$5.5M
Aerodigm Wealth, LLC106,171
1.8% of portfolio›$5.2M
Anderson Hoagland & Co105,893
0.4% of portfolio›$5.2M
Ejmk Ventures LLC103,266
2.1% of portfolio›$5.1M
Hurlow Wealth Management Group, Inc.99,801
1.0% of portfolio›$4.9M
Hoese & Co LLP97,602
3.2% of portfolio›$4.8M
Wealth Enhancement Advisory Services, LLC96,654
0.0% of portfolio›$4.7M
Ashton Thomas Private Wealth, LLC94,708
0.1% of portfolio›$4.7M
Petersen Hastings Wealth Advisors Inc.93,472
0.4% of portfolio›$4.6M
Blueprint Investment Partners LLC92,250
0.4% of portfolio›$4.5M
Maryland Capital Advisors Inc.90,989
1.4% of portfolio›$4.5M
Sagace Wealth Management LLC89,632
2.7% of portfolio›$4.4M
LexAurum Advisors, LLC89,345
0.5% of portfolio›$4.4M
Prism Planning Partners LLC88,983
4.2% of portfolio›$4.4M
Belleair Asset Management, LLC88,325
3.7% of portfolio›$4.3M
Gilbert Capital Group, Inc.85,501
3.0% of portfolio›$4.2M
Austin Asset Management Co Inc84,542
0.6% of portfolio›$4.2M
Chesley Taft & Associates LLC84,169
0.2% of portfolio›$4.1M
West Paces Advisors Inc.84,140
0.7% of portfolio›$4.1M
Exchange Traded Concepts, LLC82,881
0.0% of portfolio›$4.1M
Cranbrook Wealth Management, LLC81,556
0.8% of portfolio›$4.0M
RFG Advisory, LLC80,161
0.1% of portfolio›$3.9M
Discipline Wealth Solutions, LLC79,688
0.3% of portfolio›$3.9M
CogentBlue Wealth Advisors, LLC79,100
3.6% of portfolio›$3.9M
Dynamic Advisor Solutions LLC78,956
0.1% of portfolio›$3.9M
National Wealth Management Group, LLC78,156
1.1% of portfolio›$3.8M
Sage Rhino Capital LLC77,489
0.6% of portfolio›$3.8M
SFM, LLC d/b/a Sweeney Financial Advisors76,810
1.9% of portfolio›$3.8M
RAM Investment Partners, LLC76,710
0.6% of portfolio›$3.8M
Forum Financial Management, LP76,519
0.0% of portfolio›$3.8M
ARK & TLK Investments, LLC76,087
0.9% of portfolio›$3.7M
Phillips Financial Management, LLC75,185
0.3% of portfolio›$3.7M
Truist Financial Corp74,635
0.0% of portfolio›$3.7M
Ascent Group, LLC71,124
0.1% of portfolio›$3.5M
Chicago Partners Investment Group LLC71,005
0.1% of portfolio›$3.5M
Private Wealth Management Group, LLC68,566
0.8% of portfolio›$3.4M
Avant Financial Advisors LLC68,330
2.0% of portfolio›$3.4M
Boston Standard Wealth Management, LLC68,070
0.5% of portfolio›$3.4M
Centennial Advisors, LLC68,038
4.0% of portfolio›$3.3M
Liberty Capital Management, Inc.67,976
0.6% of portfolio›$3.3M
Washington Trust Bank67,388
0.2% of portfolio›$3.3M
StoneX Group Inc.67,312
0.1% of portfolio›$3.3M
Farrell Financial LLC66,780
1.8% of portfolio›$3.3M
Sharper & Granite LLC66,773
1.1% of portfolio›$3.3M
Spartan Planning & Wealth Management66,425
2.1% of portfolio›$3.3M
Sterling Financial Planning, Inc.66,081
0.9% of portfolio›$3.3M
Financial Life Advisors65,910
0.9% of portfolio›$3.2M
Columbus Macro, LLC65,569
0.3% of portfolio›$3.2M
Sigma Planning Corp63,101
0.1% of portfolio›$3.1M
Centurion Wealth Management LLC61,743
0.7% of portfolio›$3.0M
Omni 360 Wealth, Inc.61,284
1.4% of portfolio›$3.0M
Veery Capital, LLC61,020
0.8% of portfolio›$3.0M
Ifrah Financial Services, Inc.60,546
0.8% of portfolio›$3.0M
Altiora Financial Group, LLC60,124
0.5% of portfolio›$3.0M
Kathmere Capital Management, LLC59,481
0.1% of portfolio›$2.9M
Capital Squared Financial LLC59,191
1.9% of portfolio›$2.9M
New Dimensions Wealth Management, LLC58,973
2.1% of portfolio›$2.9M
Lodestone Wealth Management LLC58,265
1.0% of portfolio›$2.9M
Lakewood Asset Management LLC57,935
1.5% of portfolio›$2.9M
Wedmont Private Capital57,550
0.1% of portfolio›$2.8M
Conrad Siegel Investment Advisors, Inc.57,324
0.5% of portfolio›$2.8M
Arbor Investment Advisors, LLC56,414
0.3% of portfolio›$2.8M
Private Client Services, LLC53,816
0.7% of portfolio›$2.6M
Apollon Wealth Management, LLC53,644
0.0% of portfolio›$2.6M
Baker Ellis Asset Management LLC52,675
0.3% of portfolio›$2.6M
CFS Investment Advisory Services, LLC52,612
0.2% of portfolio›$2.5M
LifeWealth Investments, LLC52,113
0.7% of portfolio›$2.6M
Kaufman Rossin Wealth, LLC52,011
1.0% of portfolio›$2.6M
Approach Retirement Advisors, LLC51,875
1.9% of portfolio›$2.6M
Parallel Advisors, LLC51,344
0.0% of portfolio›$2.5M
Monarch Capital Management Inc50,828
0.6% of portfolio›$2.5M
First Hawaiian Bank50,749
0.3% of portfolio›$2.5M
Hegarty Advisors, LLC50,334
1.5% of portfolio›$2.5M
Barry Investment Advisors, LLC49,735
0.5% of portfolio›$2.4M
SpringVest Wealth Management LLC49,459
1.5% of portfolio›$2.4M
TSA Wealth Managment LLC49,364
0.7% of portfolio›$2.4M
Trust Co of Toledo NA49,293
0.2% of portfolio›$2.4M
Legacy Financial Group, Inc.49,148
0.5% of portfolio›$2.4M
Elevate Wealth Advisory, Inc48,770
1.2% of portfolio›$2.4M
Lodestar Private Asset Management LLC47,288
0.2% of portfolio›$2.3M
Signal Advisors Wealth, LLC47,194
0.1% of portfolio›$2.3M
CGN Advisors LLC47,079
0.2% of portfolio›$2.3M
Park Avenue Securities LLC46,340
0.0% of portfolio›$2.3K
Macroview Investment Management LLC46,223
1.4% of portfolio›$2.3M
OAK Family Advisors, LLC46,013
0.6% of portfolio›$2.3M
RED Lighthouse Investment Management, LLC45,325
0.7% of portfolio›$2.2M
Guardian Partners Inc.45,200
0.2% of portfolio›$2.2M
Equity Investment Corp44,450
0.0% of portfolio›$2.2M
Zeit Capital LLC43,706
1.3% of portfolio›$2.2M
Asset Allocation Strategies LLC43,690
0.3% of portfolio›$2.2M
RFG - Bristol Wealth Advisors, LLC43,406
0.5% of portfolio›$2.1M
EverSource Wealth Advisors, LLC42,652
0.1% of portfolio›$2.1M
Davenport & Co LLC42,569
0.0% of portfolio›$2.1M
AlphaCore Capital LLC41,808
0.0% of portfolio›$2.1M
Maseco LLP41,201
0.1% of portfolio›$2.0M
Amicus Financial Advisors, LLC40,940
0.5% of portfolio›$2.0M
Fiduciary Advisors, Inc.40,837
1.4% of portfolio›$2.0M
Diversify Advisory Services, LLC40,428
0.0% of portfolio›$2.0M
Diversify Wealth Management, LLC40,428
0.0% of portfolio›$2.0M
Visionary Wealth Advisors40,368
0.1% of portfolio›$2.0M
Elser Financial Planning, Inc39,707
0.1% of portfolio›$2.0M
Aries Wealth Management39,548
0.4% of portfolio›$1.9M
Crusonia Wealth Advisors LLC39,371
0.3% of portfolio›$1.9M
Clear Creek Financial Management, LLC39,182
0.1% of portfolio›$1.9M
Wealthcare Capital Management LLC37,837
0.2% of portfolio›$1.9M
Donalies Financial Planning, LLC37,822
1.4% of portfolio›$1.9M
Upper Left Wealth Management, LLC37,392
1.0% of portfolio›$1.8M
Integrity Alliance, Llc.36,851
0.1% of portfolio›$1.8M
Brown Wealth Management, LLC35,870
0.4% of portfolio›$1.8M
Tilia Fiduciary Partners, Inc.35,379
0.8% of portfolio›$1.7M
Oak Harvest Investment Services35,045
0.2% of portfolio›$1.7M
J. Team Financial, Inc.34,865
1.5% of portfolio›$1.7M
L. Roy Papp & Associates, LLP34,697
0.2% of portfolio›$1.7M
Glass Jacobson Investment Advisors llc34,577
0.5% of portfolio›$1.7M
Dorval Corp34,050
0.5% of portfolio›$1.7M
Capital Investment Services of America, Inc.33,795
0.2% of portfolio›$1.7M
Flagship Harbor Advisors, LLC32,925
0.1% of portfolio›$1.6M
Marshall & Sterling Wealth Advisors Inc.32,035
0.9% of portfolio›$1.6M
Patriot Investment Management Group, Inc.31,796
0.1% of portfolio›$1.6M
Level Financial Advisors31,736
0.3% of portfolio›$1.6M
TPG Advisors LLC31,626
0.8% of portfolio›$1.6M
Pekin Hardy Strauss, Inc.31,575
0.1% of portfolio›$1.6M
Blueprint Financial Advisors LLC31,180
0.2% of portfolio›$1.5M
Legacy Wealth Asset Management, LLC30,763
0.3% of portfolio›$1.5M
Alliance Wealth Advisors, LLC30,117
0.3% of portfolio›$1.5M
Essential Partners LLC30,046
0.7% of portfolio›$1.5M
FC Advisory LLC29,880
0.4% of portfolio›$1.5M
Mustard Seed Financial, LLC29,855
0.8% of portfolio›$1.5M
Brighton Securities Corp.29,762
0.6% of portfolio›$1.5M
Tassel Capital Management, Inc.29,514
0.7% of portfolio›$1.5M
JDH Wealth Management, LLC29,358
0.9% of portfolio›$1.4M
Beacon Financial Advisory LLC29,277
0.3% of portfolio›$1.4M
Rinkey Investments29,008
0.3% of portfolio›$1.4M
Financial Planning Navigators Corp28,156
0.5% of portfolio›$1.4M
Kings Path Partners LLC28,152
0.4% of portfolio›$1.4M
Calder Financial LLC28,137
1.3% of portfolio›$1.4M
Mengis Capital Management, Inc.28,070
0.2% of portfolio›$1.4M
Capstone Wealth Management, LLC27,757
0.6% of portfolio›$1.4M
Investment Partners, Ltd.27,436
0.2% of portfolio›$1.4M
Sheets Smith Wealth Management27,370
0.1% of portfolio›$1.3M
Kestra Private Wealth Services, LLC27,098
0.0% of portfolio›$1.3M
Physician Wealth Solutions Inc.26,771
0.5% of portfolio›$1.3M
Maltin Wealth Management, Inc.26,580
0.4% of portfolio›$1.3M
Baker Tilly Wealth Management, LLC26,472
0.3% of portfolio›$1.3M
Bryn Mawr Trust Advisors, LLC26,105
0.1% of portfolio›$1.3M
S.A. Mason LLC25,869
0.4% of portfolio›$1.3M
Oppenheimer Asset Management Inc.25,759
0.0% of portfolio›$1.3M
Prospera Financial Services Inc25,583
0.0% of portfolio›$1.3M
Private Trust Co NA25,022
0.1% of portfolio›$1.2M
Wealthcare Advisory Partners LLC25,016
0.0% of portfolio›$1.2M
Breakwater Investment Management24,993
0.4% of portfolio›$1.2M
Signature Estate & Investment Advisors LLC24,434
0.0% of portfolio›$1.2M
L.K. Benson & Company, P.C.24,374
0.4% of portfolio›$1.2M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors24,339
0.1% of portfolio›$1.2M
Midwest Trust Co24,286
0.0% of portfolio›$1.2M
Prosperity Advisers, LLC23,652
0.8% of portfolio›$1.2M
Successful Portfolios LLC23,627
0.5% of portfolio›$1.1M
Beese Fulmer Investment Management, Inc.23,275
0.1% of portfolio›$1.1M
Brookstone Capital Management22,954
0.0% of portfolio›$1.1M
SteelPeak Wealth, LLC22,784
0.0% of portfolio›$1.1M
Innovative Wealth Building LLC22,294
0.6% of portfolio›$1.1M
Willow Creek Wealth Management Inc.22,112
0.1% of portfolio›$1.1M
Simplicity Wealth,LLC22,096
0.0% of portfolio›$1.1M
First Heartland Consultants, Inc.22,047
0.1% of portfolio›$1.1M
Mission Wealth Management, LP21,990
0.0% of portfolio›$1.1M
Guardian Asset Advisors, LLC21,807
0.5% of portfolio›$1.1M
MFA Wealth Services21,699
0.6% of portfolio›$1.1M
Rede Wealth, LLC21,623
0.3% of portfolio›$1.1M
Integrated Advisors Network LLC21,605
0.0% of portfolio›$1.1M
Sage Capital Management, LLC21,521
0.4% of portfolio›$1.1M
HMV Wealth Advisors, LLC21,205
0.4% of portfolio›$1.0M
Ares Financial Consulting, LLC21,163
0.7% of portfolio›$1.0M
Fifth Third Securities, Inc.21,159
0.1% of portfolio›$1.0M
CoreCap Advisors, LLC21,086
0.0% of portfolio›$1.0M
K2 Financial Inc.21,041
0.7% of portfolio›$1.0M
Laurel Wealth Advisors LLC20,965
0.1% of portfolio›$1.0M
Unison Advisors LLC20,757
0.1% of portfolio›$1.0M
Wedbush Securities Inc20,198
0.0% of portfolio›$994
Retirement Planning Group, LLC20,098
0.0% of portfolio›$989.2K
Foundation Wealth Management, Llc\pa20,003
0.3% of portfolio›$984.5K
Ledyard National Bank19,441
0.1% of portfolio›$956.9K
Carolina Wealth Management Inc19,381
0.4% of portfolio›$953.9K
PFG Advisors19,199
0.0% of portfolio›$945.0K
Plancorp, LLC18,760
0.0% of portfolio›$919.0K
Independent Financial Group, LLC18,655
0.0% of portfolio›$918.2K
Diversified Enterprises, LLC18,637
0.0% of portfolio›$917.3K
Vise Technologies, Inc.18,407
0.0% of portfolio›$906.0K
Vista Investment Partners II, LLC18,396
0.4% of portfolio›$905.5K
GC Wealth Management RIA, LLC18,275
0.0% of portfolio›$899.5K
PW Nova Financial Services LLC18,149
0.2% of portfolio›$893.3K
Focus Financial Network, Inc.18,067
0.0% of portfolio›$889.3K
Fischer Financial Services, Inc.17,530
0.2% of portfolio›$862.8K
EPG Wealth Management LLC17,357
0.2% of portfolio›$854.3K
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies17,167
0.6% of portfolio›$845.0K
BIP Wealth, LLC16,744
0.0% of portfolio›$824.2K
Cogent Strategic Wealth LLC16,677
0.8% of portfolio›$820.8K
DiNuzzo Private Wealth, Inc.16,545
0.1% of portfolio›$814.3K
Center For Asset Management LLC16,303
0.4% of portfolio›$802.3K
AdvisorNet Financial, Inc16,168
0.0% of portfolio›$784.3K
Lanark Financial, Inc.16,016
0.1% of portfolio›$788.3K
Csenge Advisory Group15,310
0.0% of portfolio›$753.5K
Avion Wealth15,198
0.0% of portfolio›$748
Stewardship Advisors, LLC14,732
0.2% of portfolio›$725.1K
Sowell Financial Services LLC14,710
0.0% of portfolio›$724.0K
Skyline Advisors, Inc.14,554
0.2% of portfolio›$716.4K
Nova Financial LLC14,082
0.3% of portfolio›$693.1K
Seed Wealth Management, Inc.14,021
0.4% of portfolio›$690.1K
Mraz, Amerine & Associates, Inc.14,002
0.1% of portfolio›$689.2K
Lynx Investment Advisory13,921
0.2% of portfolio›$685.2K
Horizon Financial Services, LLC13,811
0.3% of portfolio›$679.8K
Woodward Diversified Capital, LLC13,467
0.3% of portfolio›$662.8K
Florin Court Capital LLP13,000
0.7% of portfolio›$639.9K
Prudent Investor Advisors, LLC12,960
0.5% of portfolio›$637.9K
Flagstar Securities, Inc12,893
0.2% of portfolio›$634.6K
GFS Advisors, LLC12,840
0.1% of portfolio›$632.0K
KPP Advisory Services LLC12,834
0.1% of portfolio›$631.7K
Marathon Strategic Advisors, LLC12,772
0.4% of portfolio›$628.6K
Brighton Jones LLC12,705
0.0% of portfolio›$625.3K
Wesbanco Bank Inc12,455
0.0% of portfolio›$613.0K
Allen Capital Group, LLC12,175
0.0% of portfolio›$599.3K
Hardin Capital Partners, LLC12,154
0.3% of portfolio›$598.2K
Firestone Capital Management12,139
0.1% of portfolio›$597.5K
SkyOak Wealth, LLC11,795
0.1% of portfolio›$580.6K
United Advisor Group, LLC11,718
0.1% of portfolio›$576.8K
SBI Securities Co., Ltd.11,425
0.0% of portfolio›$562.3K
Fortitude Advisory Group L.L.C.11,236
0.2% of portfolio›$553.0K
Shayne & Jacobs, LLC10,950
0.2% of portfolio›$539.0K
Pillar Financial Advisors, LLC10,864
0.3% of portfolio›$534.7K
Triad Wealth Partners, LLC10,768
0.0% of portfolio›$530.0K
Sigma Investment Counselors Inc10,746
0.0% of portfolio›$528.9K
Red Mountain Financial, LLC10,486
0.4% of portfolio›$516.1K
B. Riley Wealth Advisors, Inc.10,240
0.0% of portfolio›$504.0K
Seelaus Asset Management LLC10,209
0.4% of portfolio›$502.5K
Oath Planning, LLC10,103
0.3% of portfolio›$497.3K
Armstrong Advisory Group, Inc9,929
0.0% of portfolio›$488.7K
Allstreet Capital Advisors LLC9,730
0.3% of portfolio›$478.9K
Caldwell Trust Co9,645
0.0% of portfolio›$474.7K
Root Financial Partners, LLC9,561
0.0% of portfolio›$470.6K
GEM Asset Management, LLC9,520
0.2% of portfolio›$468.6K
BridgePort Financial Solutions, LLC9,476
0.1% of portfolio›$466.4K
Sovran Advisors, LLC9,431
0.0% of portfolio›$461.0K
Wrenne Financial Planning LLC9,385
0.2% of portfolio›$462.0K
Black Diamond Financial, LLC9,004
0.0% of portfolio›$443.2K
Surience Private Wealth LLC8,978
0.4% of portfolio›$441.9K
Capital Investment Advisory Services, LLC8,782
0.0% of portfolio›$432.2K
Trademark Financial Management, LLC8,750
0.2% of portfolio›$430.7K
Brewster Financial Planning LLC8,743
0.2% of portfolio›$430.3K
Keeler Thomas Management LLC8,738
0.2% of portfolio›$430.1K
Trilogy Capital Inc.8,584
0.0% of portfolio›$422.5K
IFP Advisors, Inc8,545
0.0% of portfolio›$420.6K
Johnson Financial Group, LLC8,536
0.0% of portfolio›$420.1K
Tenon Financial LLC8,511
0.1% of portfolio›$418.9K
Angeles Wealth Management, LLC8,362
0.0% of portfolio›$411.6K
Cedar Mountain Advisors, LLC8,285
0.1% of portfolio›$407.8K
MCF Advisors LLC8,240
0.0% of portfolio›$405.6K
Swmg, LLC8,236
0.1% of portfolio›$402.1K
Axxcess Wealth Management, LLC8,220
0.0% of portfolio›$404.6K
Creekside Partners8,081
0.1% of portfolio›$397.7K
TrustWell Financial Advisors, LLC8,020
0.3% of portfolio›$394.7K
Quartz Partners, LLC8,016
0.1% of portfolio›$394.5K
Tred Avon Family Wealth, LLC8,009
0.1% of portfolio›$394.2K
Norden Group LLC7,962
0.0% of portfolio›$391.9K
Heritage Wealth Management, Inc.7,928
0.1% of portfolio›$390.2K
Southland Equity Partners LLC7,832
0.1% of portfolio›$385.5K
Elevate Capital Advisors, LLC7,749
0.2% of portfolio›$381.4K
Provident Living Financial Services, Inc.7,578
0.4% of portfolio›$371.2K
Unify Financial Advisors7,494
0.3% of portfolio›$368.9K
Riverbend Wealth Management, LLC7,336
0.2% of portfolio›$361.1K
MassMutual Private Wealth & Trust, FSB7,236
0.0% of portfolio›$356.2K
Capstone Wealth Management Group, Inc.7,097
0.2% of portfolio›$349.3K
BluePrint Investing LLC6,895
0.3% of portfolio›$339.4K
Choreo, LLC6,844
0.0% of portfolio›$336.8K
Prime Capital Investment Advisors, LLC6,810
0.0% of portfolio›$335.2K
Main Street Group, LTD6,711
0.1% of portfolio›$330.3K
Chicago Capital, LLC6,553
0.0% of portfolio›$322.5K
Physician Wealth Advisors, Inc.6,529
0.0% of portfolio›$321.4K
Independent Wealth Network Inc.6,515
0.1% of portfolio›$320.7K
Matauro, LLC6,442
0.0% of portfolio›$317.1K
Total Clarity Wealth Management, Inc.6,429
0.1% of portfolio›$316.4K
Flywheel Private Wealth LLC6,362
0.2% of portfolio›$313.1K
Signature Equity Partners, LLC6,307
0.1% of portfolio›$310.4K
Bokf, NA6,285
0.0% of portfolio›$309.3K
Eagle Bay Advisors LLC6,074
0.2% of portfolio›$298.9K
TD Waterhouse Canada Inc.6,038
0.0% of portfolio›$292.3K
Gryphon Financial Partners LLC5,998
0.0% of portfolio›$295.2K
Oppenheimer & Co Inc5,940
0.0% of portfolio›$292.4K
eCIO, Inc.5,899
0.1% of portfolio›$285.9K
Portfolio Resources Advisor Group, Inc.5,713
0.2% of portfolio›$281.2K
Wealth Dimensions Group, Ltd.5,664
0.0% of portfolio›$278.8K
SeaBridge Investment Advisors LLC5,623
0.0% of portfolio›$276.8K
Kingswood Wealth Advisors, LLC5,344
0.0% of portfolio›$263.0K
May Hill Capital, LLC5,295
0.1% of portfolio›$260.6K
Pinnacle Bancorp, Inc.5,261
0.1% of portfolio›$258.9K
Towneley Capital Management, Inc / de5,252
0.1% of portfolio›$258.5K
Whelan Financial5,238
0.1% of portfolio›$257.8K
FAI Advisors, Inc.5,223
0.1% of portfolio›$257.1K
Arnold Financial Planning LLC5,166
0.2% of portfolio›$254.3K
Kwmg, LLC5,155
0.0% of portfolio›$253.7K
Archvest Wealth Advisors, Inc.5,017
0.1% of portfolio›$246.9K
Markowski Investments5,013
0.1% of portfolio›$246.7K
Accelerate Investment Advisors LLC4,985
0.1% of portfolio›$245.4K
Miramontes Capital, LLC4,966
0.1% of portfolio›$244.4K
Alhambra Investment Management LLC4,964
0.1% of portfolio›$244.3K
Wilmington Savings Fund Society, FSB4,902
0.0% of portfolio›$241.3K
Key FInancial Inc4,798
0.0% of portfolio›$236.1K
Lakeshore Financial Planning, Inc.4,754
0.1% of portfolio›$234.0K
TruNorth Capital Management, LLC4,705
0.0% of portfolio›$231.6K
JFS Wealth Advisors, LLC4,608
0.0% of portfolio›$226.8K
Penobscot Wealth Management4,543
0.1% of portfolio›$223.6K
Maia Wealth LLC4,514
0.0% of portfolio›$222.2K
Palisade Asset Management, LLC4,513
0.0% of portfolio›$222.1K
Verus Capital Partners, LLC4,493
0.0% of portfolio›$221.2K
Golden Bell Financial Planning LLC4,470
0.2% of portfolio›$220.0K
Jnba Financial Advisors4,423
0.0% of portfolio›$217.7K
Chapman Financial Group, LLC4,400
0.1% of portfolio›$216.6K
D'Orazio & Associates, Inc.4,391
0.0% of portfolio›$216.1K
Mcdonald Partners LLC4,389
0.1% of portfolio›$216.0K
Mather Group, Llc.4,356
0.0% of portfolio›$214.4K
Tenzing Financial LLC4,346
0.1% of portfolio›$211.4K
Capital Asset Advisory Services LLC4,337
0.0% of portfolio›$211.7K
Cullen T Bankers, Inc.4,280
0.0% of portfolio›$210.7K
Integrity Advisory Solutions, LLC4,279
0.0% of portfolio›$210.6K
Cornerstone Wealth, LLC4,275
0.1% of portfolio›$208.7K
Lauterbach Financial Advisors, LLC4,244
0.1% of portfolio›$208.9K
Ballast Rock Private Wealth LLC4,193
0.1% of portfolio›$206.4K
Kohmann Bosshard Financial Services, LLC4,120
0.0% of portfolio›$202.8K
SAX Wealth Advisors, LLC4,081
0.0% of portfolio›$200.9K
Portland Financial Advisors Inc4,075
0.3% of portfolio›$200.6K
First Horizon Corp3,804
0.0% of portfolio›$187.2K
Hilltop National Bank3,313
0.0% of portfolio›$163.1K
Concord Wealth Partners3,054
0.0% of portfolio›$150.3K
Birchwood Financial Partners, Inc.3,047
0.1% of portfolio›$150.0K
Hanson & Doremus Investment Management3,038
0.0% of portfolio›$150
Rossmore Private Capital3,000
0.0% of portfolio›$147.7K
Reyes Financial Architecture, Inc.2,764
0.1% of portfolio›$136.0K
Legacy Bridge, LLC2,588
0.0% of portfolio›$127.4K
Parkside Financial Bank & Trust2,571
0.0% of portfolio›$126.5K
Compass Financial Management LLC2,060
0.0% of portfolio›$101.4K
Cape Investment Advisory, Inc.2,019
0.0% of portfolio›$99.4K
Strengthening Families & Communities, LLC2,009
0.0% of portfolio›$98.9K
Asset Dedication, LLC1,897
0.0% of portfolio›$93.4K
LAM Group, Inc.1,680
0.0% of portfolio›$82.7K
Triumph Capital Management1,580
0.0% of portfolio›$77.8K
WPG Advisers, LLC1,384
0.0% of portfolio›$68.1K
Washington Trust Advisors, Inc.1,368
0.0% of portfolio›$67.3K
Coastline Trust Co1,310
0.0% of portfolio›$64.5K
Oakworth Capital, Inc.1,308
0.0% of portfolio›$64.4K
DecisionPoint Financial, LLC1,290
0.0% of portfolio›$62.4K
Bfsg, LLC1,077
0.0% of portfolio›$53.0K
Murphy & Mullick Capital Management Corp1,001
0.0% of portfolio›$49.3K
Versant Capital Management, Inc1,000
0.0% of portfolio›$49.2K
Torren Management, LLC944
0.0% of portfolio›$46.5K
Elevated Capital Advisors, LLC800
0.0% of portfolio›$39.4K
MTM Investment Management, LLC798
0.0% of portfolio›$39.3K
Clean Yield Group666
0.0% of portfolio›$32.8K
First Pacific Financial632
0.0% of portfolio›$31.1K
Montag A & Associates Inc630
0.0% of portfolio›$31.0K
NBT Bank, N.A.617
0.0% of portfolio›$30.4K
Accordant Advisory Group Inc600
0.0% of portfolio›$29.5K
Investors Research Corp567
0.0% of portfolio›$27.9K
Buck Wealth Strategies, LLC539
0.0% of portfolio›$26.5K
Brown, Lisle Ings, Inc.457
0.0% of portfolio›$22.5K
Tradewinds Capital Management, LLC326
0.0% of portfolio›$16.0K
Gamma Investing LLC314
0.0% of portfolio›$15.5K
Duncker Streett & Co Inc300
0.0% of portfolio›$14.8K
Ascentis Independent Advisors258
0.0% of portfolio›$12.7K
Richardson Financial Services Inc.253
0.0% of portfolio›$12.5K
Wolff Wiese Magana LLC249
0.0% of portfolio›$12.3K
Golden State Wealth Management, LLC248
0.0% of portfolio›$12.3K
Transce3nd, LLC246
0.0% of portfolio›$12.0K
CGC Financial Services, LLC246
0.0% of portfolio›$12.1K
Holos Integrated Wealth LLC200
0.0% of portfolio›$9.7K
Tsfg, LLC149
0.0% of portfolio›$7
Elevation Wealth Partners, LLC149
0.0% of portfolio›$7.3K
Bangor Savings Bank132
0.0% of portfolio›$6.5K
Canton Hathaway, LLC128
0.0% of portfolio›$6.3K
Networth Advisors, LLC121
0.0% of portfolio›$5.9K
Bay Harbor Wealth Management, LLC120
0.0% of portfolio›$5.9K
Phillip James Consulting Co.100
0.0% of portfolio›$4.9K
Latitude Advisors, LLC86
0.0% of portfolio›$4.2K
Blue Trust, Inc.86
0.0% of portfolio›$4.2K
William Mack & Associates, Inc.79
0.0% of portfolio›$3.9K
Tompkins Financial Corp77
0.0% of portfolio›$3.8K
Abound Wealth Management62
0.0% of portfolio›$3.1K
Entrust Financial LLC56
0.0% of portfolio›$2.8K
Harbor Investment Advisory, LLC50
0.0% of portfolio›$2.5K
Bank of New Hampshire45
0.0% of portfolio›$2.2K
Fairscale Capital, LLC30
0.0% of portfolio›$1.5K
Clayton Financial Group LLC27
0.0% of portfolio›$1.3K
Plante Moran Financial Advisors, LLC26
0.0% of portfolio›$1.3K
Vision Financial Markets LLC26
0.0% of portfolio›$1.2K
Signaturefd, LLC25
0.0% of portfolio›$1.2K
Sunrise Financial Services, LLC18
0.0% of portfolio›$886
Sofi Wealth, LLC17
0.0% of portfolio›$833
Quest 10 Wealth Builders, Inc.12
0.0% of portfolio›$591
Blueline Advisors LLC9
0.0% of portfolio›$443
Quaker Wealth Management, LLC7
0.0% of portfolio›$345
Kingdom Financial Group Llc.4
0.0% of portfolio›$200
Keystone Financial Group, Inc.4
0.0% of portfolio›$205
Bear Mountain Capital, Inc.3
0.0% of portfolio›$146
Mascoma Wealth Management LLC1
0.0% of portfolio›$42
StyleTurnoverLocationFiled
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
5,401,538$265.9M3.6%GrowthVery LowSeattle, WA2026-10-27
Klingman & Associates, LLC
2,832,668$139.4M5.8%ETFVery LowNew York, NY2026-10-20
Studio Investment Management LLC
1,893,778$93.2M15.8%ETFLowChicago, IL2026-10-22
Assetmark, Inc
1,658,717$81.6M0.1%ETFLowConcord, CA2026-10-21
Allied Investment Advisors, LLC
1,633,246$80.4M7.6%ValueLowBillings, MT2026-10-13
True Link Financial Advisors, LLC
1,563,812$77.0M4.4%ETFLowSan Francisco, CA2026-10-27
First Interstate Bank
1,556,685$76.6M4.1%ETFLowBillings, MT2026-10-23
Accredited Investors Inc.
1,391,218$68.5M2.9%ETFLowEdina, MN2026-11-03
Altfest L J & Co Inc
1,075,442$52.9M5.3%ETFHighNew York, NY2026-10-27
Trust Co of Vermont
963,484$47.4M1.7%CoreVery LowBrattleboro, VT2026-10-21
Beacon Capital Management, Inc.
958,351$47.2M3.0%ETFMediumDayton, OH2026-10-13
Pacific Sage Partners, LLC
859,133$42.3M5.5%ETFLowEdmonds, WA2026-10-21
Moller Wealth Partners
836,680$41.2M7.6%ETFVery LowNorthfield, IL2026-10-15
Ethos Capital Management, Inc.
825,578$40.6M27.1%GrowthHighNewtown, PA2026-11-03
3Edge Asset Management, LP
824,552$40.6M1.7%ETFMediumNaples, FL2026-10-30
Leonard Rickey Investment Advisors P.L.L.C.
821,706$40.4M6.3%ETFLowYakima, WA2026-10-29
Define Financial, LLC
774,516$38.1M15.9%ETFVery LowSan Diego, CA2026-10-14
Financial Consulate, Inc
749,383$36.9M4.1%ETFLowHunt Valley, MD2026-10-23
Kestra Advisory Services, LLC
707,424$34.8M0.1%CoreLowAustin, TX2026-11-02
Marotta Asset Management
659,236$32.4M5.5%ETFLowCharlottesville, VA2026-10-02
Commonwealth Equity Services, LLC
631,439$31.1M0.0%ETFLowWaltham, MA2026-11-02
Northwest Wealth Management, LLC
630,055$31.0M4.0%ETFLowSpencer, IA2026-10-30
Arlington Financial Advisors, LLC
628,624$30.9M3.9%ETFMediumSanta Barbara, CA2026-10-19
Graves Light Lenhart Wealth, Inc.
540,037$26.6M2.5%ETFVery LowHarrisonburg, VA2026-10-09
M Holdings Securities, Inc.
516,233$25.2K0.0%ETFHighPortland, OR2026-11-03
Schorn Wealth LLC
512,588$25.2M6.5%ETFLowEnglewood, FL2026-10-14
Deane Retirement Strategies, Inc.
488,731$24.1M9.9%CoreVery HighNew Orleans, LA2026-10-09
West Financial Advisors, LLC
488,357$24.0M3.6%ETFLowDes Moines, IA2026-10-22
Chemistry Wealth Management LLC
485,347$23.9M3.7%CoreLowNew York, NY2026-10-16
Cornerstone National Bank & Trust Co
479,175$23.2M7.5%ETFMediumPalatine, IL2026-10-20
Perigon Wealth Management, LLC
462,519$22.8M0.4%GrowthLowSan Francisco, CA2026-10-22
Burton Enright Welch
454,858$22.4M2.4%ETFVery LowWalnut Creek, CA2026-11-04
Financial Solutions Advisory Group, Inc.
447,772$21.8M2.8%ETFMediumChicago, IL2026-10-28
Woodward Financial Advisors, Inc.
446,946$22.0M8.7%ETFVery LowChapel Hill, NC2026-10-19
Atria Investments, Inc
432,914$21.3M0.2%CoreMediumCharlotte, NC2026-10-15
Glenview Trust Co
430,689$21.2M0.3%GrowthVery LowLouisville, KY2026-10-28
Fairway Wealth LLC
424,904$20.9M4.5%ETFLowIndependence, OH2026-10-30
Brickley Wealth Management
418,852$20.6M2.9%ETFVery LowSan Mateo, CA2026-11-04
SJS Investment Consulting Inc.
416,947$20.5M2.1%ETFVery LowSylvania, OH2026-10-26
Nkcfo LLC
415,950$20.5K0.0%GARPHighGeneva, IL2026-11-04
Wingate Wealth Advisors, Inc.
414,968$20.4M8.5%ETFVery LowLexington, MA2026-10-26
Prosperity Planning, Inc.
412,206$20.3M4.5%ETFVery LowNorth Kansas City, MO2026-10-09
Strategic Planning Group, LLC
408,580$20.1M2.1%GrowthMediumBountiful, UT2026-10-22
Sellwood Investment Partners LLC
396,016$19.5M7.0%ETFLowPortland, OR2026-11-03
Farther Finance Advisors, LLC
388,184$19.1M0.1%IndexLowSan Francisco, CA2026-10-08
Nova R Wealth, Inc.
379,337$18.7M5.5%ETFLowOverland Park, KS2026-10-26
Asset Management One Co., Ltd.
376,887$18.6M0.0%IndexVery LowTokyo, Mexico2026-10-27
Fidelis iM, LLC
371,653$18.3M6.0%ETFLowMedford, OR2026-10-16
Lpwm LLC
364,020$17.9M3.9%ETFMediumMinneapolis, MN2026-10-20
Emprise Bank
356,639$17.6M6.7%ETFVery LowWichita, KS2026-10-07
Cypress Capital, LLC
353,162$17.4M4.6%ETFMediumFranklin, TN2026-10-20
Cambridge Investment Research Advisors, Inc.
352,562$17.4K0.0%ETFLowFairfield, IA2026-11-02
Apella Capital, LLC
343,369$16.6M0.2%ETFVery LowWest Hartford, CT2026-10-08
Greystone Financial Group, LLC
340,133$16.7M4.7%GrowthMediumBloomfield Hills, MI2026-10-26
Twelve Points Wealth Management LLC
328,129$16.1M3.0%ETFMediumConcord, MA2026-11-03
North Star Investment Management Corp.
322,687$15.9M0.9%CoreLowChicago, IL2026-10-27
Farmers & Merchants Investments Inc
322,638$15.9M0.4%CoreVery LowLincoln, NE2026-10-22
Atmos Advisory, LLC
316,500$15.6M8.3%ETFVery LowPittsburgh, PA2026-10-06
Verus Financial Partners, Inc.
303,180$14.9M1.3%ETFVery LowRichmond, VA2026-10-29
55 North Private Wealth, LLC
288,288$14.2M2.7%ETFLowWinter Park, FL2026-10-20
Carnegie Investment Counsel
286,584$14.1M0.3%CoreLowPepper Pike, OH2026-10-20
MGO One Seven LLC
285,277$14.0M0.2%GrowthLowBeachwood, OH2026-10-28
Advocate Group LLC
283,144$13.9M2.2%YieldLowMinnetonka, MN2026-10-19
Baron Financial Group, LLC
280,745$13.8M6.7%ETFVery LowFair Lawn, NJ2026-10-09
Vertrix Wealth Management, LLC
263,907$13.0M4.5%CoreMediumTroy, MI2026-10-13
Leuthold Group, LLC
248,342$12.2M1.1%ValueMediumMinneapolis, MN2026-11-04
Financial & Tax Architects, LLC
245,080$12.1M2.5%CoreHighSt Louis, MO2026-10-15
Citigroup Inc
235,814$11.6M0.0%CoreMediumNew York, NY2026-11-04
Magnus Financial Group LLC
235,075$11.6M0.8%ETFLowNew York, NY2026-10-21
Net Worth Advisory Group
229,317$11.1M2.8%GARPMediumSandy, UT2026-10-20
Trust Co
227,773$11.2M1.0%ETFVery LowManhattan, KS2026-10-09
Frisco Financial Planning LLC
226,261$11.1M8.7%ETFVery LowFrisco, TX2026-10-05
Drum Hill Capital, LLC
224,564$11.1M9.2%ValueLowWestport, CT2026-10-20
Kondo Wealth Advisors, Inc.
223,607$11.0M3.7%ETFVery LowPasadena, CA2026-10-19
Colorado Capital Management, Inc.
221,634$10.9K0.0%ETFVery LowBoulder, CO2026-10-15
Sepio Capital, LP
214,901$10.6M0.4%ETFLowSalt Lake City, UT2026-10-22
Creative Planning
212,753$10.5M0.0%IndexVery LowOverland Park, KS2026-11-02
Aurelius Family Office LLC
212,565$10.5M4.2%ETFVery LowBedford, NH2026-10-23
Summit Global Investments
211,510$10.4K0.0%CoreMediumBountiful, UT2026-10-28
Bouvel Investment Partners, LLC
208,067$10.2M2.4%Agg GrowthMediumPhoenixville, PA2026-10-13
Cherry Tree Wealth Management, LLC
201,828$9.9M1.9%ETFVery LowMinnetonka, MN2026-10-15
XY Planning Network, Inc.
199,617$9.8M1.1%ETFLowBozeman, MT2026-10-14
Evanson Financial, LLC
198,184$9.8M0.5%ETFN/AMclean, VA2026-10-23
Jeppson Wealth Management, LLC
198,119$9.8M2.8%CoreLowManhattan Beach, CA2026-10-20
ShankerValleau Wealth Advisors, Inc.
196,242$9.7M2.6%ETFVery LowSkokie, IL2026-10-16
Wright Wealth LLC
193,422$9.5M5.5%ETFLowAtlanta, GA2026-10-29
White Lighthouse Investment Management Inc.
192,767$9.5M1.1%ETFVery LowBedford, MA2026-10-21
SimpliFi, Inc.
191,672$9.4M3.8%ETFMediumSan Diego, CA2026-10-28
Nvwm, LLC
189,379$9.3M1.7%GrowthMediumYardley, PA2026-10-14
Creative Financial Designs Inc
186,203$9.2M0.4%ETFMediumKokomo, IN2026-11-04
Friday Financial
185,693$9.0M1.8%ETFVery LowDubuque, IA2026-10-09
Svrn Asset Management, LLC
185,373$9.1M4.7%ETFVery LowAustin, TX2026-11-02
Robinswood Financial LLC
185,058$9.0M2.8%ETFVery LowKirkland, WA2026-10-20
Clarity Capital Advisors, LLC
183,604$9.0M3.8%ETFVery LowLakewood Ranch, FL2026-10-27
D.A. Davidson & Co.
183,309$9.0M0.0%CoreLowGreat Falls, MT2026-10-28
Gradient Capital Advisors, LLC
181,736$8.9M2.1%ETFLowSan Diego, CA2026-10-21
Bulwark Capital Corp
181,301$8.9M4.7%ETFMediumFernandina Beach, FL2026-10-13
Whitegate Investment Counselors, Inc.
178,950$8.8M2.6%ETFVery LowConcord, NH2026-11-02
Concurrent Investment Advisors, LLC
174,777$8.6M0.1%GrowthMediumTampa, FL2026-10-16
Elevation Capital Advisory, LLC
170,611$8.4M3.3%ETFVery HighBend, OR2026-10-29
Family Wealth Partners, LLC
169,724$8.4M2.5%ETFLowMatthews, NC2026-10-20
Good Harbor Advisors, Inc.
168,092$8.3M7.7%ETFVery LowGloucester, MA2026-10-20
Certified Advisory Corp
166,515$8.2M0.7%ETFLowAltamonte Springs, FL2026-10-29
First Business Financial Services, Inc.
166,177$8.2M0.6%ETFVery LowMadison, WI2026-10-29
Procyon Advisors, LLC
165,545$8.1M0.3%CoreVery LowShelton, CT2026-10-21
Factor Wealth Management LTD
165,473$8.1M1.2%ETFLowChicago, IL2026-10-08
Family CFO Inc
165,039$8.1M3.2%ETFLowLos Altos, CA2026-10-30
Guild Investment Management, Inc.
161,815$8.0M5.1%GARPMediumWestlake Village, CA2026-11-03
Foundry Financial LLC
160,830$7.9M2.5%ETFMediumPasadena, CA2026-10-16
Almanack Investment Partners, Llc.
158,131$7.8M0.9%ETFMediumNewtown Square, PA2026-11-03
Curran Financial Partners, LLC
156,745$7.7M1.3%ETFMediumDaniel Island, SC2026-11-04
Meritas Wealth Management, LLC
156,548$7.7M2.8%ETFVery LowSan Rafael, CA2026-10-14
Indivisible Partners
150,429$7.4M0.3%GrowthMediumClearwater, FL2026-10-26
Breakwater Capital Group
148,807$7.3M0.9%ETFLowParamus, NJ2026-10-09
Global Wealth Management, LLC
144,074$7.1M3.9%ETFLowKingston, NJ2026-10-15
Secure Asset Management, LLC
140,586$6.9M0.9%GrowthMediumTroy, MI2026-10-19
Greenbush Financial Group, LLC
139,453$6.9M2.0%ETFLowAlbany, NY2026-10-15
Lido Advisors, LLC
133,210$6.6M0.0%GrowthLowLos Angeles, CA2026-11-04
Mirae Asset Global Investments Co., Ltd.
132,235$6.5M0.0%GrowthLowSeoul, Malaysia2026-11-03
Peirce Capital Management, LLC
131,232$6.5M2.4%ETFLowThe Woodlands, TX2026-10-19
TD Private Client Wealth LLC
131,031$6.4M0.1%ETFLowNew York, NY2026-10-28
TME Financial, Inc.
130,939$6.4M4.0%ETFMediumHuntington Beach, CA2026-10-14
Alps Advisors Inc
129,590$6.4M0.0%YieldLowDenver, CO2026-11-03
KFG LLC
128,712$6.3M4.2%ETFN/ARapid City, SD2026-11-02
Manuka Financial, LLC
128,704$6.3M3.2%ETFVery LowRichmond, VA2026-10-16
Spire Wealth Management
127,065$6.3M0.2%GrowthMediumMclean, VA2026-10-30
Modera Wealth Management, LLC
125,018$6.2M0.1%ETFVery LowWestwood, NJ2026-10-28
Symmetry Partners, LLC
122,290$6.0M0.3%ETFLowGlastonbury, CT2026-10-27
Northern Lights Advisors, Inc.
122,262$6.0M3.1%ETFVery LowSeattle, WA2026-10-21
Aspirean Wealth, LLC
118,337$5.8M5.3%ETFN/AMill Valley, CA2026-11-03
Optima Capital LLC
116,930$5.8M2.3%ETFHighPortland, OR2026-10-29
Squire Investment Management Company, LLC
115,013$5.7M1.3%ETFVery LowOrem, UT2026-11-03
Mullaney, Keating & Wright, Inc.
114,565$5.6M2.6%GrowthVery LowMiddletown, CT2026-10-19
Essential Planning, Llc.
113,410$5.6M1.5%ETFLowPortsmouth, NH2026-10-21
Shotwell Rutter Baer Inc
113,110$5.6M3.1%ETFVery LowLansing, MI2026-10-14
Destiny Wealth Partners, LLC
111,672$5.5M0.6%ETFMediumTavares, FL2026-11-05
Aerodigm Wealth, LLC
106,171$5.2M1.8%ETFLowLake Oswego, OR2026-10-16
Anderson Hoagland & Co
105,893$5.2M0.4%ETFLowSt Louis, MO2026-10-23
Ejmk Ventures LLC
103,266$5.1M2.1%GrowthMediumItasca, IL2026-10-21
Hurlow Wealth Management Group, Inc.
99,801$4.9M1.0%ETFVery LowBloomington, IN2026-10-29
Hoese & Co LLP
97,602$4.8M3.2%ETFLowGlencoe, MN2026-10-21
Wealth Enhancement Advisory Services, LLC
96,654$4.7M0.0%CoreLowPlymouth, MN2026-10-13
Ashton Thomas Private Wealth, LLC
94,708$4.7M0.1%CoreMediumScottsdale, AZ2026-11-03
Petersen Hastings Wealth Advisors Inc.
93,472$4.6M0.4%ETFLowKennewick, WA2026-10-27
Blueprint Investment Partners LLC
92,250$4.5M0.4%ETFMediumGreensboro, NC2026-10-28
Maryland Capital Advisors Inc.
90,989$4.5M1.4%ETFVery LowChester, MD2026-10-15
Sagace Wealth Management LLC
89,632$4.4M2.7%ETFLowSt. Petersburg, FL2026-10-28
LexAurum Advisors, LLC
89,345$4.4M0.5%ETFLowOverland Park, KS2026-10-19
Prism Planning Partners LLC
88,983$4.4M4.2%ETFVery LowLibertyville, IL2026-10-27
Belleair Asset Management, LLC
88,325$4.3M3.7%ETFVery LowBelleair Bluffs, FL2026-11-03
Gilbert Capital Group, Inc.
85,501$4.2M3.0%ETFHighNorth Yarmouth, ME2026-10-28
Austin Asset Management Co Inc
84,542$4.2M0.6%ETFVery LowAustin, TX2026-10-29
Chesley Taft & Associates LLC
84,169$4.1M0.2%CoreLowChicago, IL2026-10-13
West Paces Advisors Inc.
84,140$4.1M0.7%ETFLowAtlanta, GA2026-10-13
Exchange Traded Concepts, LLC
82,881$4.1M0.0%GrowthMediumOklahoma City, OK2026-10-28
Cranbrook Wealth Management, LLC
81,556$4.0M0.8%ETFVery LowBloomfield Hills, MI2026-10-28
RFG Advisory, LLC
80,161$3.9M0.1%ETFMediumBirmingham, AL2026-11-03
Discipline Wealth Solutions, LLC
79,688$3.9M0.3%ETFLowGreenville, SC2026-10-14
CogentBlue Wealth Advisors, LLC
79,100$3.9M3.6%ETFLowKnoxville, TN2026-10-09
Dynamic Advisor Solutions LLC
78,956$3.9M0.1%ETFLowPhoenix, AZ2026-10-13
National Wealth Management Group, LLC
78,156$3.8M1.1%ETFMediumCincinnati, OH2026-10-26
Sage Rhino Capital LLC
77,489$3.8M0.6%ETFLowMenlo Park, CA2026-10-28
SFM, LLC d/b/a Sweeney Financial Advisors
76,810$3.8M1.9%ETFLowBedford, NH2026-10-14
RAM Investment Partners, LLC
76,710$3.8M0.6%ETFLowBellevue, WA2026-10-21
Forum Financial Management, LP
76,519$3.8M0.0%ETFLowLombard, IL2026-10-16
ARK & TLK Investments, LLC
76,087$3.7M0.9%ETFLowOklahoma City, OK2026-10-20
Phillips Financial Management, LLC
75,185$3.7M0.3%ETFVery LowFort Wayne, IN2026-10-19
Truist Financial Corp
74,635$3.7M0.0%CoreLowCharlotte, NC2026-10-30
Ascent Group, LLC
71,124$3.5M0.1%CoreLowVirginia Beach, VA2026-10-30
Chicago Partners Investment Group LLC
71,005$3.5M0.1%GARPLowChicago, IL2026-10-27
Private Wealth Management Group, LLC
68,566$3.4M0.8%ETFLowPrinceton, NJ2026-10-19
Avant Financial Advisors LLC
68,330$3.4M2.0%ETFVery LowAustin, TX2026-11-02
Boston Standard Wealth Management, LLC
68,070$3.4M0.5%ETFLowWinchester, MA2026-10-07
Centennial Advisors, LLC
68,038$3.3M4.0%ETFHighAustin, TX2026-10-21
Liberty Capital Management, Inc.
67,976$3.3M0.6%CoreVery LowBirmingham, MI2026-11-02
Washington Trust Bank
67,388$3.3M0.2%CoreLowSpokane, WA2026-11-03
StoneX Group Inc.
67,312$3.3M0.1%ETFMediumNew York, NY2026-11-03
Farrell Financial LLC
66,780$3.3M1.8%ETFVery LowOrchard Park, NY2026-10-16
Sharper & Granite LLC
66,773$3.3M1.1%ETFLowEl Segundo, CA2026-11-02
Spartan Planning & Wealth Management
66,425$3.3M2.1%GrowthHighGreensboro, NC2026-10-13
Sterling Financial Planning, Inc.
66,081$3.3M0.9%ETFVery LowSparta, NJ2026-10-28
Financial Life Advisors
65,910$3.2M0.9%ETFLowSan Antonio, TX2026-10-14
Columbus Macro, LLC
65,569$3.2M0.3%YieldMediumNew Castle, PA2026-10-14
Sigma Planning Corp
63,101$3.1M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Centurion Wealth Management LLC
61,743$3.0M0.7%ETFMediumMclean, VA2026-10-13
Omni 360 Wealth, Inc.
61,284$3.0M1.4%ETFLowPlainsboro, NJ2026-10-13
Veery Capital, LLC
61,020$3.0M0.8%ETFVery LowWilmington, DE2026-10-07
Ifrah Financial Services, Inc.
60,546$3.0M0.8%ETFLowLittle Rock, AR2026-10-13
Altiora Financial Group, LLC
60,124$3.0M0.5%ETFLowLebanon, OH2026-11-04
Kathmere Capital Management, LLC
59,481$2.9M0.1%ETFLowWayne, PA2026-10-20
Capital Squared Financial LLC
59,191$2.9M1.9%ETFVery LowRockville, MD2026-10-30
New Dimensions Wealth Management, LLC
58,973$2.9M2.1%ETFVery LowAllen, TX2026-11-02
Lodestone Wealth Management LLC
58,265$2.9M1.0%CoreLowSpokane, WA2026-10-14
Lakewood Asset Management LLC
57,935$2.9M1.5%ValueLowNaperville, IL2026-10-26
Wedmont Private Capital
57,550$2.8M0.1%IndexVery LowWest Chester, PA2026-10-09
Conrad Siegel Investment Advisors, Inc.
57,324$2.8M0.5%ETFLowHarrisburg, PA2026-10-08
Arbor Investment Advisors, LLC
56,414$2.8M0.3%ETFVery LowWinston Salem, NC2026-10-26
Private Client Services, LLC
53,816$2.6M0.7%ETFMediumLouisville, KY2026-10-02
Apollon Wealth Management, LLC
53,644$2.6M0.0%GrowthLowMount Pleasant, SC2026-10-23
Baker Ellis Asset Management LLC
52,675$2.6M0.3%GARPVery LowVancouver, WA2026-10-14
CFS Investment Advisory Services, LLC
52,612$2.5M0.2%ETFMediumTotowa, NJ2026-10-19
LifeWealth Investments, LLC
52,113$2.6M0.7%ETFMediumWinter Garden, FL2026-10-21
Kaufman Rossin Wealth, LLC
52,011$2.6M1.0%ETFLowMiami, FL2026-10-19
Approach Retirement Advisors, LLC
51,875$2.6M1.9%ETFLowVestavia, AL2026-10-22
Parallel Advisors, LLC
51,344$2.5M0.0%IndexLowSan Francisco, CA2026-11-03
Monarch Capital Management Inc
50,828$2.5M0.6%CoreVery LowFort Wayne, IN2026-10-19
First Hawaiian Bank
50,749$2.5M0.3%ETFVery LowHonolulu, HI2026-10-14
Hegarty Advisors, LLC
50,334$2.5M1.5%ETFVery LowGarden City, NY2026-10-20
Barry Investment Advisors, LLC
49,735$2.4M0.5%ETFLowNew Bedford, MA2026-10-14
SpringVest Wealth Management LLC
49,459$2.4M1.5%ETFLowDallas, TX2026-10-27
TSA Wealth Managment LLC
49,364$2.4M0.7%ETFMediumHouston, TX2026-10-22
Trust Co of Toledo NA
49,293$2.4M0.2%GrowthVery LowHolland, OH2026-10-16
Legacy Financial Group, Inc.
49,148$2.4M0.5%ETFLowTulsa, OK2026-10-21
Elevate Wealth Advisory, Inc
48,770$2.4M1.2%ETFVery LowAthens, GA2026-10-29
Lodestar Private Asset Management LLC
47,288$2.3M0.2%ETFLowAlamo, CA2026-10-26
Signal Advisors Wealth, LLC
47,194$2.3M0.1%ETFLowDetroit, MI2026-10-13
CGN Advisors LLC
47,079$2.3M0.2%ETFLowManhattan, KS2026-10-21
Park Avenue Securities LLC
46,340$2.3K0.0%ETFMediumNew York, NY2026-10-26
Macroview Investment Management LLC
46,223$2.3M1.4%ETFLowBethesda, MD2026-10-26
OAK Family Advisors, LLC
46,013$2.3M0.6%CoreMediumChicago, IL2026-10-19
RED Lighthouse Investment Management, LLC
45,325$2.2M0.7%ETFVery LowHillsdale, NY2026-11-02
Guardian Partners Inc.
45,200$2.2M0.2%ValueMediumToronto, South Africa2026-10-21
Equity Investment Corp
44,450$2.2M0.0%YieldMediumAtlanta, GA2026-11-04
Zeit Capital LLC
43,706$2.2M1.3%ETFVery LowGreenwood Village, CO2026-10-19
Asset Allocation Strategies LLC
43,690$2.2M0.3%ETFMediumFarmington, MI2026-10-20
RFG - Bristol Wealth Advisors, LLC
43,406$2.1M0.5%ETFLowTaunton, MA2026-10-09
EverSource Wealth Advisors, LLC
42,652$2.1M0.1%CoreMediumBirmingham, AL2026-11-04
Davenport & Co LLC
42,569$2.1M0.0%CoreMediumRichmond, VA2026-10-14
AlphaCore Capital LLC
41,808$2.1M0.0%ETFLowLa Jolla, CA2026-11-04
Maseco LLP
41,201$2.0M0.1%ETFVery LowLondon, United Kingdom2026-10-27
Amicus Financial Advisors, LLC
40,940$2.0M0.5%ETFLowLubbock, TX2026-11-03
Fiduciary Advisors, Inc.
40,837$2.0M1.4%ETFLowSt. Louis, MO2026-10-16
Diversify Advisory Services, LLC
40,428$2.0M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
40,428$2.0M0.0%GrowthMediumSandy, UT2026-10-20
Visionary Wealth Advisors
40,368$2.0M0.1%ETFLowO'Fallon, IL2026-11-04
Elser Financial Planning, Inc
39,707$2.0M0.1%GARPLowIndianapolis, IN2026-10-16
Aries Wealth Management
39,548$1.9M0.4%CoreVery LowPortland, ME2026-10-23
Crusonia Wealth Advisors LLC
39,371$1.9M0.3%ETFVery LowDenver, CO2026-10-26
Clear Creek Financial Management, LLC
39,182$1.9M0.1%ETFMediumSilverdale, WA2026-10-28
Wealthcare Capital Management LLC
37,837$1.9M0.2%ETFVery LowRichmond, VA2026-10-21
Donalies Financial Planning, LLC
37,822$1.9M1.4%ETFVery LowWashington, DC2026-10-19
Upper Left Wealth Management, LLC
37,392$1.8M1.0%ETFMediumTampa, FL2026-10-14
Integrity Alliance, Llc.
36,851$1.8M0.1%ETFMediumUrbandale, IA2026-10-29
Brown Wealth Management, LLC
35,870$1.8M0.4%ETFMediumNaperville, IL2026-10-20
Tilia Fiduciary Partners, Inc.
35,379$1.7M0.8%CoreLowWilmington, NC2026-10-09
Oak Harvest Investment Services
35,045$1.7M0.2%GrowthMediumHouston, TX2026-10-20
J. Team Financial, Inc.
34,865$1.7M1.5%CoreMediumAbilene, TX2026-11-03
L. Roy Papp & Associates, LLP
34,697$1.7M0.2%CoreVery LowPhoenix, AZ2026-10-21
Glass Jacobson Investment Advisors llc
34,577$1.7M0.5%ETFLowOwings Mills, MD2026-10-26
Dorval Corp
34,050$1.7M0.5%ETFLowMaple Grove, MN2026-10-29
Capital Investment Services of America, Inc.
33,795$1.7M0.2%GrowthLowMilwaukee, WI2026-11-02
Flagship Harbor Advisors, LLC
32,925$1.6M0.1%ETFMediumBoston, MA2026-10-26
Marshall & Sterling Wealth Advisors Inc.
32,035$1.6M0.9%ETFMediumPoughkeepsie, NY2026-10-28
Patriot Investment Management Group, Inc.
31,796$1.6M0.1%ETFVery LowKnoxville, TN2026-10-15
Level Financial Advisors
31,736$1.6M0.3%ETFLowEast Amherst, NY2026-10-13
TPG Advisors LLC
31,626$1.6M0.8%ETFVery LowNorthfield, IL2026-10-16
Pekin Hardy Strauss, Inc.
31,575$1.6M0.1%ValueMediumChicago, IL2026-11-02
Blueprint Financial Advisors LLC
31,180$1.5M0.2%GARPMediumGreensboto, NC2026-10-28
Legacy Wealth Asset Management, LLC
30,763$1.5M0.3%GARPMediumWoodbury, MN2026-10-09
Alliance Wealth Advisors, LLC
30,117$1.5M0.3%ETFHighCenterville, UT2026-10-28
Essential Partners LLC
30,046$1.5M0.7%ValueMediumRancho Santa Fe, CA2026-10-14
FC Advisory LLC
29,880$1.5M0.4%ETFVery LowWest Chester, PA2026-10-05
Mustard Seed Financial, LLC
29,855$1.5M0.8%ETFLowMagnolia, AR2026-10-30
Brighton Securities Corp.
29,762$1.5M0.6%ETFVery LowRochester, NY2026-10-08
Tassel Capital Management, Inc.
29,514$1.5M0.7%ETFLowMatthews, NC2026-10-20
JDH Wealth Management, LLC
29,358$1.4M0.9%ETFVery LowSanta Rosa, CA2026-10-20
Beacon Financial Advisory LLC
29,277$1.4M0.3%ETFLowCleveland, OH2026-10-16
Rinkey Investments
29,008$1.4M0.3%ETFLowSan Diego, CA2026-10-28
Financial Planning Navigators Corp
28,156$1.4M0.5%ETFMediumMaple Grove, MN2026-10-14
Kings Path Partners LLC
28,152$1.4M0.4%ETFVery LowSugar Land, TX2026-10-21
Calder Financial LLC
28,137$1.4M1.3%ETFLowDowningtown, PA2026-10-13
Mengis Capital Management, Inc.
28,070$1.4M0.2%CoreLowPortland, OR2026-10-13
Capstone Wealth Management, LLC
27,757$1.4M0.6%ETFLowTuscaloosa, AL2026-11-02
Investment Partners, Ltd.
27,436$1.4M0.2%ETFVery LowNew Philadelphia, OH2026-10-29
Sheets Smith Wealth Management
27,370$1.3M0.1%CoreLowWinston-Salem, NC2026-10-16
Kestra Private Wealth Services, LLC
27,098$1.3M0.0%GrowthLowAustin, TX2026-10-30
Physician Wealth Solutions Inc.
26,771$1.3M0.5%ETFLowNorth Las Vegas, NV2026-10-14
Maltin Wealth Management, Inc.
26,580$1.3M0.4%ETFMediumRidgewood, NJ2026-10-13
Baker Tilly Wealth Management, LLC
26,472$1.3M0.3%GrowthLowMadison, WI2026-10-05
Bryn Mawr Trust Advisors, LLC
26,105$1.3M0.1%CoreLowPhiladelphia, PA2026-11-04
S.A. Mason LLC
25,869$1.3M0.4%GrowthVery LowHolland, MI2026-10-13
Oppenheimer Asset Management Inc.
25,759$1.3M0.0%CoreMediumNew York, NY2026-10-27
Prospera Financial Services Inc
25,583$1.3M0.0%CoreMediumDallas, TX2026-11-04
Private Trust Co NA
25,022$1.2M0.1%CoreLowCleveland, OH2026-10-20
Wealthcare Advisory Partners LLC
25,016$1.2M0.0%ETFLowWest Chester, PA2026-10-21
Breakwater Investment Management
24,993$1.2M0.4%ETFLowSeattle, WA2026-10-20
Signature Estate & Investment Advisors LLC
24,434$1.2M0.0%ETFMediumLos Angeles, CA2026-10-13
L.K. Benson & Company, P.C.
24,374$1.2M0.4%YieldVery LowTimonium, MD2026-10-23
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
24,339$1.2M0.1%ETFMediumWestlake, OH2026-10-14
Midwest Trust Co
24,286$1.2M0.0%CoreLowOverland Park, KS2026-10-22
Prosperity Advisers, LLC
23,652$1.2M0.8%ETFVery LowHorsham, PA2026-10-28
Successful Portfolios LLC
23,627$1.1M0.5%CoreVery LowClearwater, FL2026-10-09
Beese Fulmer Investment Management, Inc.
23,275$1.1M0.1%CoreLowCanton, OH2026-10-23
Brookstone Capital Management
22,954$1.1M0.0%ETFMediumWheaton, IL2026-10-22
SteelPeak Wealth, LLC
22,784$1.1M0.0%GrowthHighWoodland Hills, CA2026-10-16
Innovative Wealth Building LLC
22,294$1.1M0.6%ETFVery LowCalifornia, MD2026-10-14
Willow Creek Wealth Management Inc.
22,112$1.1M0.1%ETFVery LowSebastopol, CA2026-10-26
Simplicity Wealth,LLC
22,096$1.1M0.0%ETFLowSummit, NJ2026-10-23
First Heartland Consultants, Inc.
22,047$1.1M0.1%ETFMediumLake St. Louis, MO2026-10-08
Mission Wealth Management, LP
21,990$1.1M0.0%ETFLowSanta Barbara, CA2026-10-15
Guardian Asset Advisors, LLC
21,807$1.1M0.5%GrowthMediumMechanicsburg, PA2026-10-16
MFA Wealth Services
21,699$1.1M0.6%ETFLowThousand Oaks, CA2026-10-14
Rede Wealth, LLC
21,623$1.1M0.3%ValueMediumCharlottesville, VA2026-10-22
Integrated Advisors Network LLC
21,605$1.1M0.0%GrowthMediumDallas, TX2026-10-20
Sage Capital Management, LLC
21,521$1.1M0.4%ETFLowStockton, NJ2026-10-20
HMV Wealth Advisors, LLC
21,205$1.0M0.4%ETFVery LowShreveport, LA2026-10-27
Ares Financial Consulting, LLC
21,163$1.0M0.7%CoreLowCalabasas, CA2026-10-19
Fifth Third Securities, Inc.
21,159$1.0M0.1%ETFLowCincinnati, OH2026-10-21
CoreCap Advisors, LLC
21,086$1.0M0.0%ETFMediumSouthfield, MI2026-10-08
K2 Financial Inc.
21,041$1.0M0.7%ETFLowGlendora, CA2026-10-26
Laurel Wealth Advisors LLC
20,965$1.0M0.1%CoreVery LowCharlotte, NC2026-10-27
Unison Advisors LLC
20,757$1.0M0.1%ETFVery LowProvidence, RI2026-10-29
Wedbush Securities Inc
20,198$9940.0%CoreLowPasadena, CA2026-10-22
Retirement Planning Group, LLC
20,098$989.2K0.0%ETFVery LowLeawood, KS2026-10-19
Foundation Wealth Management, Llc\pa
20,003$984.5K0.3%ETFLowMedia, PA2026-10-14
Ledyard National Bank
19,441$956.9K0.1%CoreLowHanover, NH2026-10-21
Carolina Wealth Management Inc
19,381$953.9K0.4%ETFN/AGreenville, NC2026-10-29
PFG Advisors
19,199$945.0K0.0%ETFMediumPhoenix, AZ2026-10-16
Plancorp, LLC
18,760$919.0K0.0%ETFLowSaint Louis, MO2026-11-03
Independent Financial Group, LLC
18,655$918.2K0.0%GrowthLowSan Diego, CA2026-10-13
Diversified Enterprises, LLC
18,637$917.3K0.0%ETFVery LowWilmington, DE2026-10-19
Vise Technologies, Inc.
18,407$906.0K0.0%IndexLowNew York, NY2026-10-29
Vista Investment Partners II, LLC
18,396$905.5K0.4%CoreMediumRichmond, IN2026-10-15
GC Wealth Management RIA, LLC
18,275$899.5K0.0%GrowthMediumCambridge, MA2026-11-02
PW Nova Financial Services LLC
18,149$893.3K0.2%ETFLowNewtown, PA2026-10-15
Focus Financial Network, Inc.
18,067$889.3K0.0%ETFLowMinneapolis, MN2026-10-14
Fischer Financial Services, Inc.
17,530$862.8K0.2%GrowthVery LowHarrisburg, PA2026-10-30
EPG Wealth Management LLC
17,357$854.3K0.2%GrowthLowAtlanta, GA2026-11-03
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
17,167$845.0K0.6%ETFVery LowLynchburg, VA2026-10-27
BIP Wealth, LLC
16,744$824.2K0.0%ETFMediumAtlanta, GA2026-10-22
Cogent Strategic Wealth LLC
16,677$820.8K0.8%ETFLowChicago, IL2026-10-22
DiNuzzo Private Wealth, Inc.
16,545$814.3K0.1%ETFLowBeaver, PA2026-10-16
Center For Asset Management LLC
16,303$802.3K0.4%ETFMediumPalm Beach Gardens, FL2026-10-16
AdvisorNet Financial, Inc
16,168$784.3K0.0%ETFLowMinnetonka, MN2026-10-15
Lanark Financial, Inc.
16,016$788.3K0.1%CoreMediumBirmingham, AL2026-10-26
Csenge Advisory Group
15,310$753.5K0.0%ETFMediumClearwater, FL2026-11-04
Avion Wealth
15,198$7480.0%ETFLowThe Woodlands, TX2026-11-04
Stewardship Advisors, LLC
14,732$725.1K0.2%ETFMediumMount Joy, PA2026-10-20
Sowell Financial Services LLC
14,710$724.0K0.0%CoreLowNorth Little Rock, AR2026-10-23
Skyline Advisors, Inc.
14,554$716.4K0.2%ETFMediumBellingham, WA2026-11-03
Nova Financial LLC
14,082$693.1K0.3%N/AN/ATucson, AZ2026-11-04
Seed Wealth Management, Inc.
14,021$690.1K0.4%ETFMediumEvanston, IL2026-10-20
Mraz, Amerine & Associates, Inc.
14,002$689.2K0.1%Deep ValueLowModesto, CA2026-10-30
Lynx Investment Advisory
13,921$685.2K0.2%ETFLowWashington, Dc, DC2026-10-27
Horizon Financial Services, LLC
13,811$679.8K0.3%ETFLowWinston Salem, NC2026-11-04
Woodward Diversified Capital, LLC
13,467$662.8K0.3%CoreLowBakersfield, CA2026-10-21
Florin Court Capital LLP
13,000$639.9K0.7%ETFVery LowLondon, United Kingdom2026-11-02
Prudent Investor Advisors, LLC
12,960$637.9K0.5%ETFN/AFolsom, CA2026-10-22
Flagstar Securities, Inc
12,893$634.6K0.2%ETFVery LowNew York, NY2026-10-15
GFS Advisors, LLC
12,840$632.0K0.1%CoreLowHouston, TX2026-11-03
KPP Advisory Services LLC
12,834$631.7K0.1%GrowthMediumLouisville, KY2026-10-26
Marathon Strategic Advisors, LLC
12,772$628.6K0.4%ETFVery LowPittsburgh, PA2026-10-20
Brighton Jones LLC
12,705$625.3K0.0%CoreVery LowSeattle, WA2026-11-03
Wesbanco Bank Inc
12,455$613.0K0.0%CoreLowWheeling, WV2026-11-04
Allen Capital Group, LLC
12,175$599.3K0.0%CoreLowGrand Island, NE2026-10-27
Hardin Capital Partners, LLC
12,154$598.2K0.3%YieldVery LowGreenville, SC2026-10-09
Firestone Capital Management
12,139$597.5K0.1%ETFVery LowSouth Miami, FL2026-11-03
SkyOak Wealth, LLC
11,795$580.6K0.1%ETFLowSouthfield, MI2026-10-28
United Advisor Group, LLC
11,718$576.8K0.1%ETFLowCincinnati, OH2026-11-03
SBI Securities Co., Ltd.
11,425$562.3K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Fortitude Advisory Group L.L.C.
11,236$553.0K0.2%GrowthMediumGig Harbor, WA2026-10-15
Shayne & Jacobs, LLC
10,950$539.0K0.2%ValueVery LowNashville, TN2026-10-21
Pillar Financial Advisors, LLC
10,864$534.7K0.3%ETFVery LowLouisville, KY2026-10-21
Triad Wealth Partners, LLC
10,768$530.0K0.0%ETFMediumLawrence, KS2026-10-26
Sigma Investment Counselors Inc
10,746$528.9K0.0%ETFLowNorthville, MI2026-10-27
Red Mountain Financial, LLC
10,486$516.1K0.4%ETFLowFort Collins, CO2026-11-03
B. Riley Wealth Advisors, Inc.
10,240$504.0K0.0%GrowthLowMemphis, TN2026-10-13
Seelaus Asset Management LLC
10,209$502.5K0.4%GrowthMediumChatham, NJ2026-10-14
Oath Planning, LLC
10,103$497.3K0.3%ETFVery LowTulsa, OK2026-10-20
Armstrong Advisory Group, Inc
9,929$488.7K0.0%ETFHighNeedham, MA2026-10-09
Allstreet Capital Advisors LLC
9,730$478.9K0.3%ETFVery LowLos Angeles, CA2026-11-04
Caldwell Trust Co
9,645$474.7K0.0%GrowthLowVenice, FL2026-10-30
Root Financial Partners, LLC
9,561$470.6K0.0%ETFMediumEncinitas, CA2026-10-21
GEM Asset Management, LLC
9,520$468.6K0.2%ETFLowPlymouth, MI2026-10-13
BridgePort Financial Solutions, LLC
9,476$466.4K0.1%ETFLowFairfield, IA2026-11-02
Sovran Advisors, LLC
9,431$461.0K0.0%ETFMediumSan Diego, CA2026-11-02
Wrenne Financial Planning LLC
9,385$462.0K0.2%ETFVery LowLexington, KY2026-10-30
Black Diamond Financial, LLC
9,004$443.2K0.0%ETFVery LowTowson, MD2026-10-26
Surience Private Wealth LLC
8,978$441.9K0.4%ETFVery HighYakima, WA2026-10-16
Capital Investment Advisory Services, LLC
8,782$432.2K0.0%CoreMediumRaleigh, NC2026-10-30
Trademark Financial Management, LLC
8,750$430.7K0.2%ETFMediumBloomington, MN2026-10-23
Brewster Financial Planning LLC
8,743$430.3K0.2%ETFVery LowBrooklyn, NY2026-10-13
Keeler Thomas Management LLC
8,738$430.1K0.2%CoreHighOrem, UT2026-10-29
Trilogy Capital Inc.
8,584$422.5K0.0%ETFMediumIrvine, CA2026-10-20
IFP Advisors, Inc
8,545$420.6K0.0%GrowthLowTampa, FL2026-10-16
Johnson Financial Group, LLC
8,536$420.1K0.0%ETFLowDenver, CO2026-11-03
Tenon Financial LLC
8,511$418.9K0.1%ETFVery LowMetuchen, NJ2026-10-14
Angeles Wealth Management, LLC
8,362$411.6K0.0%ETFLowSanta Monica, CA2026-10-26
Cedar Mountain Advisors, LLC
8,285$407.8K0.1%ETFVery LowLake Oswego, OR2026-10-15
MCF Advisors LLC
8,240$405.6K0.0%ETFLowLexington, KY2026-10-28
Swmg, LLC
8,236$402.1K0.1%ETFMediumFort Worth, TX2026-10-23
Axxcess Wealth Management, LLC
8,220$404.6K0.0%CoreLowCarlsbad, CA2026-10-21
Creekside Partners
8,081$397.7K0.1%ETFVery LowPetaluma, CA2026-11-04
TrustWell Financial Advisors, LLC
8,020$394.7K0.3%ETFMediumJacksonville, FL2026-10-15
Quartz Partners, LLC
8,016$394.5K0.1%GARPMediumSaratoga Springs, NY2026-11-03
Tred Avon Family Wealth, LLC
8,009$394.2K0.1%CoreLowEaston, MD2026-10-20
Norden Group LLC
7,962$391.9K0.0%GrowthMediumProvo, UT2026-10-20
Heritage Wealth Management, Inc.
7,928$390.2K0.1%CoreLowCincinnati, OH2026-10-28
Southland Equity Partners LLC
7,832$385.5K0.1%ETFLowWildwood, MO2026-10-14
Elevate Capital Advisors, LLC
7,749$381.4K0.2%ValueHighEagle, CO2026-11-02
Provident Living Financial Services, Inc.
7,578$371.2K0.4%GARPLowLehi, UT2026-11-03
Unify Financial Advisors
7,494$368.9K0.3%ETFMediumClearwater, FL2026-11-03
Riverbend Wealth Management, LLC
7,336$361.1K0.2%GrowthLowMyrtle Beach, SC2026-10-15
MassMutual Private Wealth & Trust, FSB
7,236$356.2K0.0%CoreLowSpringfield, MA2026-10-05
Capstone Wealth Management Group, Inc.
7,097$349.3K0.2%GrowthN/ABend, OR2026-10-19
BluePrint Investing LLC
6,895$339.4K0.3%ETFLowSan Francisco, CA2026-10-14
Choreo, LLC
6,844$336.8K0.0%IndexLowRockford, IL2026-10-28
Prime Capital Investment Advisors, LLC
6,810$335.2K0.0%ETFLowOverland Park, KS2026-10-20
Main Street Group, LTD
6,711$330.3K0.1%ETFMediumGlen Allen, VA2026-10-28
Chicago Capital, LLC
6,553$322.5K0.0%GrowthLowChicago, IL2026-10-13
Physician Wealth Advisors, Inc.
6,529$321.4K0.0%ETFMediumMidvale, UT2026-10-20
Independent Wealth Network Inc.
6,515$320.7K0.1%ETFMediumUrbandale, IA2026-10-19
Matauro, LLC
6,442$317.1K0.0%ETFLowNew York, NY2026-11-03
Total Clarity Wealth Management, Inc.
6,429$316.4K0.1%ETFMediumSt. Charles, IL2026-10-26
Flywheel Private Wealth LLC
6,362$313.1K0.2%ETFVery LowLos Altos, CA2026-11-02
Signature Equity Partners, LLC
6,307$310.4K0.1%GrowthMediumColumbus, OH2026-10-29
Bokf, NA
6,285$309.3K0.0%CoreLowTulsa, OK2026-10-27
Eagle Bay Advisors LLC
6,074$298.9K0.2%GrowthMediumNew York, NY2026-10-16
TD Waterhouse Canada Inc.
6,038$292.3K0.0%CoreLowToronto, Australia2026-10-16
Gryphon Financial Partners LLC
5,998$295.2K0.0%IndexLowColumbus, OH2026-11-04
Oppenheimer & Co Inc
5,940$292.4K0.0%CoreLowNew York, NY2026-10-26
eCIO, Inc.
5,899$285.9K0.1%ETFMediumMadison, WI2026-11-02
Portfolio Resources Advisor Group, Inc.
5,713$281.2K0.2%ETFMediumCoral Gables, FL2026-10-20
Wealth Dimensions Group, Ltd.
5,664$278.8K0.0%ETFLowCincinnati, OH2026-11-02
SeaBridge Investment Advisors LLC
5,623$276.8K0.0%GrowthMediumSummit, NJ2026-11-02
Kingswood Wealth Advisors, LLC
5,344$263.0K0.0%GrowthLowSan Diego, CA2026-10-23
May Hill Capital, LLC
5,295$260.6K0.1%ETFLowCohasset, MA2026-11-03
Pinnacle Bancorp, Inc.
5,261$258.9K0.1%CoreVery LowBeatrice, NE2026-10-21
Towneley Capital Management, Inc / de
5,252$258.5K0.1%ETFVery LowLaguna Hills, CA2026-10-09
Whelan Financial
5,238$257.8K0.1%ETFLowFresno, CA2026-10-28
FAI Advisors, Inc.
5,223$257.1K0.1%GrowthLowFarmington Hills, MI2026-10-27
Arnold Financial Planning LLC
5,166$254.3K0.2%ETFVery LowHiawatha, IA2026-10-20
Kwmg, LLC
5,155$253.7K0.0%ETFVery LowOverland Park, KS2026-10-07
Archvest Wealth Advisors, Inc.
5,017$246.9K0.1%ETFLowConcord, CA2026-10-29
Markowski Investments
5,013$246.7K0.1%ETFN/ATampa, FL2026-10-30
Accelerate Investment Advisors LLC
4,985$245.4K0.1%ETFLowAliso Viejo, CA2026-11-02
Miramontes Capital, LLC
4,966$244.4K0.1%GrowthVery LowNewport, CA2026-10-19
Alhambra Investment Management LLC
4,964$244.3K0.1%CoreLowPalmetto Bay, FL2026-10-15
Wilmington Savings Fund Society, FSB
4,902$241.3K0.0%CoreLowWilmington, DE2026-10-23
Key FInancial Inc
4,798$236.1K0.0%ETFLowWest Chester, PA2026-11-02
Lakeshore Financial Planning, Inc.
4,754$234.0K0.1%ETFLowSt. Clair Shores, MI2026-10-13
TruNorth Capital Management, LLC
4,705$231.6K0.0%ETFLowKalamazoo, MI2026-10-14
JFS Wealth Advisors, LLC
4,608$226.8K0.0%ETFVery LowHermitage, PA2026-11-03
Penobscot Wealth Management
4,543$223.6K0.1%ETFVery LowPortland, ME2026-10-21
Maia Wealth LLC
4,514$222.2K0.0%ETFMediumDenver, CO2026-10-19
Palisade Asset Management, LLC
4,513$222.1K0.0%CoreVery LowMinneapolis, MN2026-11-03
Verus Capital Partners, LLC
4,493$221.2K0.0%GrowthLowScottsdale, AZ2026-11-03
Golden Bell Financial Planning LLC
4,470$220.0K0.2%ETFVery LowAlpharetta, GA2026-11-02
Jnba Financial Advisors
4,423$217.7K0.0%ETFMediumBloomington, MN2026-11-03
Chapman Financial Group, LLC
4,400$216.6K0.1%CoreVery LowHonolulu, HI2026-10-26
D'Orazio & Associates, Inc.
4,391$216.1K0.0%ETFLowVienna, VA2026-11-04
Mcdonald Partners LLC
4,389$216.0K0.1%CoreLowCleveland, OH2026-11-03
Mather Group, Llc.
4,356$214.4K0.0%ETFMediumChicago, IL2026-10-14
Tenzing Financial LLC
4,346$211.4K0.1%ETFVery LowWilliamsburg, VA2026-11-03
Capital Asset Advisory Services LLC
4,337$211.7K0.0%ETFLowWilliamston, MI2026-10-30
Cullen T Bankers, Inc.
4,280$210.7K0.0%GrowthLowSan Antonio, TX2026-10-28
Integrity Advisory Solutions, LLC
4,279$210.6K0.0%ETFMediumDallas, TX2026-10-29
Cornerstone Wealth, LLC
4,275$208.7K0.1%ETFMediumGreeneville, TN2026-10-28
Lauterbach Financial Advisors, LLC
4,244$208.9K0.1%ETFVery LowEl Paso, TX2026-10-21
Ballast Rock Private Wealth LLC
4,193$206.4K0.1%ETFMediumCharleston, SC2026-10-26
Kohmann Bosshard Financial Services, LLC
4,120$202.8K0.0%ETFLowFairlawn, OH2026-11-04
SAX Wealth Advisors, LLC
4,081$200.9K0.0%ETFVery LowParsippany, NJ2026-10-13
Portland Financial Advisors Inc
4,075$200.6K0.3%ETFVery LowPort Washington, NY2026-10-26
First Horizon Corp
3,804$187.2K0.0%CoreLowMemphis, TN2026-10-26
Hilltop National Bank
3,313$163.1K0.0%CoreLowCasper, WY2026-10-14
Concord Wealth Partners
3,054$150.3K0.0%GrowthLowAbingdon, VA2026-11-02
Birchwood Financial Partners, Inc.
3,047$150.0K0.1%ETFVery LowBloomington, MN2026-11-02
Hanson & Doremus Investment Management
3,038$1500.0%CoreVery LowBurlington, VT2026-10-16
Rossmore Private Capital
3,000$147.7K0.0%CoreLowGlastonbury, CT2026-10-27
Reyes Financial Architecture, Inc.
2,764$136.0K0.1%ETFVery HighSan Diego, CA2026-10-22
Legacy Bridge, LLC
2,588$127.4K0.0%GrowthVery LowWest Des Moines, IA2026-10-28
Parkside Financial Bank & Trust
2,571$126.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
Compass Financial Management LLC
2,060$101.4K0.0%CoreN/ATampa, FL2026-10-30
Cape Investment Advisory, Inc.
2,019$99.4K0.0%ETFLowMcdonough, GA2026-10-13
Strengthening Families & Communities, LLC
2,009$98.9K0.0%CoreMediumBoston, MA2026-10-21
Asset Dedication, LLC
1,897$93.4K0.0%ETFLowSan Francisco, CA2026-11-03
LAM Group, Inc.
1,680$82.7K0.0%ETFVery LowLake Oswego, OR2026-10-26
Triumph Capital Management
1,580$77.8K0.0%ETFMediumDenver, CO2026-10-14
WPG Advisers, LLC
1,384$68.1K0.0%CoreLowBaltimore, MD2026-10-27
Washington Trust Advisors, Inc.
1,368$67.3K0.0%GrowthLowWellesley, MA2026-10-22
Coastline Trust Co
1,310$64.5K0.0%GrowthVery LowProvidence, RI2026-10-01
Oakworth Capital, Inc.
1,308$64.4K0.0%ETFLowBirmingham, AL2026-10-26
DecisionPoint Financial, LLC
1,290$62.4K0.0%ETFVery LowMesa, AZ2026-10-27
Bfsg, LLC
1,077$53.0K0.0%CoreLowIrvine, CA2026-10-30
Murphy & Mullick Capital Management Corp
1,001$49.3K0.0%GrowthLowSmithtown, NY2026-11-02
Versant Capital Management, Inc
1,000$49.2K0.0%GARPLowPhoenix, AZ2026-10-02
Torren Management, LLC
944$46.5K0.0%ETFMediumSan Diego, CA2026-10-29
Elevated Capital Advisors, LLC
800$39.4K0.0%ETFMediumSandy, UT2026-11-04
MTM Investment Management, LLC
798$39.3K0.0%CoreVery LowSpartanburg, SC2026-10-30
Clean Yield Group
666$32.8K0.0%CoreLowNorwich, VT2026-10-28
First Pacific Financial
632$31.1K0.0%ETFLowVancouver, WA2026-10-14
Montag A & Associates Inc
630$31.0K0.0%CoreLowAtlanta, GA2026-10-29
NBT Bank, N.A.
617$30.4K0.0%CoreLowNorwich, NY2026-10-21
Accordant Advisory Group Inc
600$29.5K0.0%ValueMediumAnnapolis, MD2026-10-29
Investors Research Corp
567$27.9K0.0%ETFLowAtlanta, GA2026-10-07
Buck Wealth Strategies, LLC
539$26.5K0.0%ValueMediumDenver, CO2026-10-28
Brown, Lisle Ings, Inc.
457$22.5K0.0%CoreVery LowProvidence, RI2026-10-16
Tradewinds Capital Management, LLC
326$16.0K0.0%ETFVery HighBellingham, WA2026-10-23
Gamma Investing LLC
314$15.5K0.0%IndexVery LowFoster City, CA2026-10-08
Duncker Streett & Co Inc
300$14.8K0.0%GrowthLowSt. Louis, MO2026-10-27
Ascentis Independent Advisors
258$12.7K0.0%ETFLowDallas, TX2026-11-03
Richardson Financial Services Inc.
253$12.5K0.0%GrowthMediumMedway, MA2026-10-30
Wolff Wiese Magana LLC
249$12.3K0.0%GrowthLowCarslbad, CA2026-10-15
Golden State Wealth Management, LLC
248$12.3K0.0%ETFMediumSanta Ana, CA2026-11-02
Transce3nd, LLC
246$12.0K0.0%GrowthLowBuda, TX2026-10-26
CGC Financial Services, LLC
246$12.1K0.0%ETFLowLake Oswego, OR2026-10-13
Holos Integrated Wealth LLC
200$9.7K0.0%ETFLowKennett Square, PA2026-10-23
Tsfg, LLC
149$70.0%ETFLowLake Forest, IL2026-10-23
Elevation Wealth Partners, LLC
149$7.3K0.0%ETFLowWalnut Creek, CA2026-10-07
Bangor Savings Bank
132$6.5K0.0%ETFLowBangor, ME2026-10-06
Canton Hathaway, LLC
128$6.3K0.0%ValueLowProvidence, RI2026-10-23
Networth Advisors, LLC
121$5.9K0.0%ETFMediumCanonsburg, PA2026-11-03
Bay Harbor Wealth Management, LLC
120$5.9K0.0%ETFMediumHunt Valley, MD2026-11-03
Phillip James Consulting Co.
100$4.9K0.0%ETFVery HighPlymouth, MN2026-11-03
Latitude Advisors, LLC
86$4.2K0.0%ETFLowYorkville, IL2026-10-27
Blue Trust, Inc.
86$4.2K0.0%ETFLowBrentwood, TN2026-10-15
William Mack & Associates, Inc.
79$3.9K0.0%ETFLowTroy, MI2026-10-27
Tompkins Financial Corp
77$3.8K0.0%CoreLowIthaca, NY2026-10-05
Abound Wealth Management
62$3.1K0.0%ETFVery LowFranklin, TN2026-10-26
Entrust Financial LLC
56$2.8K0.0%ETFLowWayne, PA2026-11-04
Harbor Investment Advisory, LLC
50$2.5K0.0%GrowthLowLutherville, MD2026-10-13
Bank of New Hampshire
45$2.2K0.0%CoreLowLaconia, NH2026-10-06
Fairscale Capital, LLC
30$1.5K0.0%GrowthVery LowNashua, NH2026-11-04
Clayton Financial Group LLC
27$1.3K0.0%ETFLowSt. Louis, MO2026-10-13
Plante Moran Financial Advisors, LLC
26$1.3K0.0%ETFVery LowSouthfield, MI2026-11-04
Vision Financial Markets LLC
26$1.2K0.0%CoreLowStamford, CT2026-10-22
Signaturefd, LLC
25$1.2K0.0%IndexLowAtlanta, GA2026-10-23
Sunrise Financial Services, LLC
18$8860.0%ETFMediumBurien, WA2026-10-21
Sofi Wealth, LLC
17$8330.0%ETFVery LowSan Francisco, CA2026-10-27
Quest 10 Wealth Builders, Inc.
12$5910.0%ETFLowFuquay-Varina, VA2026-11-02
Blueline Advisors LLC
9$4430.0%ETFLowExeter, NH2026-10-15
Quaker Wealth Management, LLC
7$3450.0%ETFMediumMoorestown, NJ2026-10-22
Kingdom Financial Group Llc.
4$2000.0%ETFMediumPeoria, AZ2026-11-04
Keystone Financial Group, Inc.
4$2050.0%ETFLowAtlanta, GA2026-10-13
Bear Mountain Capital, Inc.
3$1460.0%ETFLowSeattle, WA2026-11-04
Mascoma Wealth Management LLC
1$420.0%ETFVery LowHanover, NH2026-10-23