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Vanguard Total Intl Bond ETF (BNDX)

CUSIP: 92203J407 | NYSE | 2540 institutional holders

Quarters

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

Bank of New York Mellon Corp7,404,611
0.1% of portfolio›$347.1M
Assetmark, Inc7,281,839
0.6% of portfolio›$341.3M
Cambridge Investment Research Advisors, Inc.3,067,205
0.0% of portfolio›$143.8K
Mirae Asset Global Investments Co., Ltd.2,000,056
0.2% of portfolio›$93.7M
Truist Financial Corp1,745,194
0.1% of portfolio›$81.8M
Symmetry Partners, LLC1,659,596
4.0% of portfolio›$77.8M
Prime Capital Investment Advisors, LLC1,442,825
0.7% of portfolio›$67.6M
Kestra Investment Management, LLC1,440,397
1.3% of portfolio›$67.5M
Burton Enright Welch1,133,442
5.7% of portfolio›$53.1M
Country Trust Bank1,117,971
0.9% of portfolio›$52.4M
Eclectic Associates Inc1,117,627
5.9% of portfolio›$52.4M
Retirement Investment Advisors, Inc.1,111,702
3.6% of portfolio›$52.1M
Clark Asset Management, LLC1,079,491
3.7% of portfolio›$50.6M
Kestra Advisory Services, LLC1,072,828
0.1% of portfolio›$50.3M
P/E Global LLC1,071,530
3.1% of portfolio›$50.2M
PDS Planning, Inc1,040,787
2.8% of portfolio›$48.8M
Hamilton Point Investment Advisors, LLC958,922
6.2% of portfolio›$44.9M
Citigroup Inc908,038
0.0% of portfolio›$42.6M
Apella Capital, LLC896,479
0.5% of portfolio›$42.0M
CX Institutional827,903
1.1% of portfolio›$38.8K
Wedmont Private Capital794,381
0.9% of portfolio›$37.3M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors783,389
1.8% of portfolio›$36.7M
Commonwealth Equity Services, LLC745,027
0.0% of portfolio›$34.9M
Farther Finance Advisors, LLC743,488
0.2% of portfolio›$34.8M
Human Investing LLC720,120
4.3% of portfolio›$33.8M
Vise Technologies, Inc.715,765
0.3% of portfolio›$33.5M
Discipline Wealth Solutions, LLC704,792
2.9% of portfolio›$33.0M
Marotta Asset Management650,940
5.2% of portfolio›$30.5M
Avion Wealth649,961
0.0% of portfolio›$30.5K
Thrivent Financial for Lutherans633,521
0.0% of portfolio›$29.6K
MilWealth Group LLC623,806
6.3% of portfolio›$29.2M
Prospera Capital Management, LLC605,381
7.0% of portfolio›$28.3M
Wiser Wealth Management, Inc593,429
5.1% of portfolio›$27.8M
Burrus Financial Services, Inc.584,566
12.4% of portfolio›$27.4M
Sumitomo Mitsui DS Asset Management Company, Ltd581,692
0.2% of portfolio›$27.3M
rebel Financial LLC573,431
11.0% of portfolio›$26.9M
Ascent Group, LLC568,115
0.8% of portfolio›$26.6M
Avior Wealth Management, LLC562,384
0.7% of portfolio›$26.4M
Flagstone Financial Management525,917
5.4% of portfolio›$24.6M
Atria Investments, Inc522,092
0.2% of portfolio›$24.5M
Hassell Wealth Management, LLC514,591
7.3% of portfolio›$24.1M
Rinkey Investments495,523
5.6% of portfolio›$23.2M
Phillips Financial Management, LLC478,258
1.7% of portfolio›$22.4M
Triad Wealth Partners, LLC462,200
1.2% of portfolio›$21.7M
Park Avenue Securities LLC436,167
0.0% of portfolio›$20.4K
Luminvest Wealth Management LLC432,305
5.3% of portfolio›$20.3M
Wealth Enhancement Advisory Services, LLC426,103
0.0% of portfolio›$20.0M
BlueSky Wealth Advisors, LLC421,539
2.3% of portfolio›$19.8M
EverSource Wealth Advisors, LLC409,630
0.6% of portfolio›$19.2M
Perigon Wealth Management, LLC404,221
0.3% of portfolio›$18.9M
Creative Planning403,361
0.0% of portfolio›$18.9M
Cranbrook Wealth Management, LLC386,630
3.4% of portfolio›$18.1M
Financial Architects, LLC381,900
9.1% of portfolio›$17.9M
Boston Standard Wealth Management, LLC378,454
2.5% of portfolio›$17.7M
ShankerValleau Wealth Advisors, Inc.372,232
4.7% of portfolio›$17.4M
Ballentine Capital Advisors, Inc371,716
6.6% of portfolio›$17.4M
VestGen Advisors, LLC364,766
0.5% of portfolio›$17.1M
XY Planning Network, Inc.350,272
1.8% of portfolio›$16.4M
Greenspring Advisors, LLC327,014
0.7% of portfolio›$15.3M
Brookstone Capital Management324,095
0.1% of portfolio›$15.2M
Atmos Advisory, LLC323,143
8.1% of portfolio›$15.1M
Cambridge Advisors Inc.321,428
2.6% of portfolio›$15.1M
Factor Wealth Management LTD314,887
2.3% of portfolio›$14.8M
SigFig Wealth Management, LLC314,013
0.4% of portfolio›$14.7M
Patriot Investment Management Group, Inc.311,259
0.8% of portfolio›$14.6M
Bay Harbor Wealth Management, LLC310,002
3.3% of portfolio›$14.5M
Livet Wealth, LLC309,892
8.0% of portfolio›$14.5M
Stone Loft Wealth Management LLC304,982
7.4% of portfolio›$14.3M
Acorn Financial Advisory Services Inc296,704
1.7% of portfolio›$13.9M
Grove Street Fiduciary, LLC295,212
6.3% of portfolio›$13.8M
Security Financial Services, Inc.294,406
1.8% of portfolio›$13.8M
Net Worth Advisory Group284,527
3.4% of portfolio›$13.3M
BIP Wealth, LLC283,206
0.4% of portfolio›$13.3M
Brooklyn FI, LLC280,286
2.0% of portfolio›$13.3M
Weitzel Financial Services, Inc.277,982
4.4% of portfolio›$13.0M
MGO One Seven LLC275,021
0.2% of portfolio›$12.9M
Level Financial Advisors270,772
2.8% of portfolio›$12.7M
Able Financial Group, LLC270,268
2.0% of portfolio›$12.7M
CFS Investment Advisory Services, LLC266,823
0.8% of portfolio›$12.5M
Morton Brown Family Wealth, LLC261,244
2.7% of portfolio›$12.2M
Tenret Co LLC257,750
5.3% of portfolio›$12.1M
Bfsg, LLC252,012
1.0% of portfolio›$11.8M
Golden Bell Financial Planning LLC251,654
8.7% of portfolio›$11.8M
Leading Edge Financial Planning LLC249,499
2.4% of portfolio›$11.7M
Goldstein Advisors, LLC247,219
1.0% of portfolio›$11.6M
Market Street Wealth Management Advisors LLC244,414
1.6% of portfolio›$11.5M
Cooper S Advisors, LLC238,330
4.9% of portfolio›$11.2M
American Financial & TAX Strategies Inc235,363
5.1% of portfolio›$11.0M
Trust Co234,450
1.0% of portfolio›$11.0M
Legacy Financial Group, Inc.226,755
2.4% of portfolio›$10.6M
Values Added Financial LLC224,700
3.7% of portfolio›$10.5M
Pettinga Financial Advisors LLC224,031
1.7% of portfolio›$10.5M
AMG National Trust Bank223,590
0.2% of portfolio›$10.5M
Fairway Wealth LLC222,708
2.3% of portfolio›$10.4M
Concurrent Investment Advisors, LLC220,975
0.1% of portfolio›$10.4M
Beacon Financial Group218,669
0.9% of portfolio›$10.2M
Aletheian Wealth Advisors LLC213,144
4.0% of portfolio›$10.0M
FC Advisory LLC210,081
2.6% of portfolio›$9.8M
Sage Rhino Capital LLC206,842
1.6% of portfolio›$9.7M
First Heartland Consultants, Inc.202,683
0.6% of portfolio›$9.5M
GuidedMoney, LLC201,569
4.3% of portfolio›$9.4M
Bdfs Capital LLC200,913
4.6% of portfolio›$9.4M
Financial Planning Navigators Corp199,979
3.4% of portfolio›$9.4M
Somnio Financial Group, LLC198,795
5.7% of portfolio›$9.3M
Parr Mcknight Wealth Management Group, LLC197,038
1.1% of portfolio›$9.2M
Strategic Blueprint, LLC194,811
0.4% of portfolio›$9.1M
Arcadia Wealth Management, LLC192,870
2.8% of portfolio›$9.0M
KFG LLC183,456
5.7% of portfolio›$8.6M
Physician Wealth Solutions Inc.182,301
3.4% of portfolio›$8.5M
Johnson & White Wealth Management, LLC181,093
3.1% of portfolio›$8.5M
Bear Mountain Capital, Inc.180,825
2.4% of portfolio›$8.5M
Camden National Bank178,656
1.1% of portfolio›$8.4M
Level Wealth Management LLC172,786
3.1% of portfolio›$8.1M
Sensenig Capital Advisors, Inc170,716
7.2% of portfolio›$8.0M
Kestra Private Wealth Services, LLC169,077
0.1% of portfolio›$7.9M
Scissortail Wealth Management, LLC165,593
1.4% of portfolio›$7.8M
Valpey Financial Services, LLC165,370
4.6% of portfolio›$7.8M
Paladin Partners, LLC162,385
4.7% of portfolio›$7.6M
Omega Financial Group, LLC161,252
2.3% of portfolio›$7.6M
Hohimer Wealth Management, LLC159,005
0.7% of portfolio›$7.5M
One Advisory Partners, LLC158,463
2.0% of portfolio›$7.4M
Brown Wealth Management, LLC155,207
1.6% of portfolio›$7.3M
Prospect Financial Group LLC147,749
5.8% of portfolio›$6.9M
Braun-Bostich & Associates Inc.146,903
3.9% of portfolio›$6.9M
Elevated Capital Advisors, LLC145,924
2.3% of portfolio›$6.8M
Manuka Financial, LLC145,594
3.4% of portfolio›$6.8M
Modera Wealth Management, LLC144,853
0.1% of portfolio›$6.8M
Arkansas Financial Group, Inc.144,494
0.9% of portfolio›$6.8M
Five Pine Wealth Management142,205
3.8% of portfolio›$6.7M
Legacy Financial Independent Advisors LLC138,284
3.2% of portfolio›$6.5M
Riversedge Advisors, LLC138,139
0.8% of portfolio›$6.5M
Retirement Wealth Solutions LLC137,083
3.4% of portfolio›$6.4M
City State Bank136,997
1.5% of portfolio›$6.4M
D.A. Davidson & Co.136,775
0.0% of portfolio›$6.4M
Plancorp, LLC134,494
0.1% of portfolio›$6.4M
United Financial Planning Group LLC132,324
3.1% of portfolio›$6.2M
Heritage Family Offices, LLP132,044
2.0% of portfolio›$6.2M
Brighton Securities Corp.128,503
2.5% of portfolio›$6.0M
Diversify Wealth Management, LLC124,406
0.1% of portfolio›$5.9M
Diversify Advisory Services, LLC124,406
0.1% of portfolio›$5.9M
Conrad Siegel Investment Advisors, Inc.122,600
0.9% of portfolio›$5.7M
Midwest Capital Advisors, LLC121,870
2.0% of portfolio›$5.7M
Baron Financial Group, LLC121,620
2.8% of portfolio›$5.7M
Financiere des Professionnels - Fonds d'investissement inc.120,000
0.3% of portfolio›$5.6M
B. Riley Wealth Advisors, Inc.119,577
0.2% of portfolio›$5.6M
Lodestar Private Asset Management LLC118,875
0.5% of portfolio›$5.6M
Horizons Wealth Management118,816
3.5% of portfolio›$5.6M
Frisco Financial Planning LLC117,361
4.3% of portfolio›$5.5M
W.H. Cornerstone Investments Inc.116,945
3.0% of portfolio›$5.5M
Evergreen Private Wealth LLC116,770
2.0% of portfolio›$5.5M
Auour Investments LLC116,296
1.5% of portfolio›$5.5M
TSA Wealth Managment LLC115,566
1.5% of portfolio›$5.4M
Arta Finance Wealth Management LLC115,394
2.6% of portfolio›$5.4M
PFG Advisors115,072
0.3% of portfolio›$5.4M
LMG Wealth Partners, LLC112,673
0.9% of portfolio›$5.3M
Fund Evaluation Group, LLC111,718
0.1% of portfolio›$5.2M
Veery Capital, LLC111,551
1.4% of portfolio›$5.2M
First Horizon Corp111,290
0.2% of portfolio›$5.2M
Upper Left Wealth Management, LLC110,108
2.7% of portfolio›$5.2M
Friedenthal Financial110,082
2.2% of portfolio›$5.2M
K2 Financial Inc.108,289
3.5% of portfolio›$5.1M
Archer Investment Management, LLC107,908
1.6% of portfolio›$5.1M
Csenge Advisory Group107,271
0.2% of portfolio›$5.0M
Breakwater Investment Management106,210
1.6% of portfolio›$5.0M
Neumann Capital Management, LLC100,727
1.2% of portfolio›$4.7M
SAX Wealth Advisors, LLC100,250
0.1% of portfolio›$4.7M
West Wealth Group, LLC100,185
0.7% of portfolio›$4.7M
Zeit Capital LLC99,984
2.9% of portfolio›$4.7M
Vertex Investment Solutions Co., Ltd.99,200
3.4% of portfolio›$4.6M
Watershed Private Wealth LLC98,385
1.2% of portfolio›$4.6M
Bedminster, LLC98,085
3.9% of portfolio›$4.6M
Grey Fox Wealth Advisors, LLC94,028
0.7% of portfolio›$4.4M
Emergent Wealth Advisors, LLC92,985
2.3% of portfolio›$4.4M
Sharper & Granite LLC92,940
1.5% of portfolio›$4.5M
Global Trust Wealth Management LLC92,803
3.1% of portfolio›$4.3M
McNaughton Wealth Management, LLC92,643
1.5% of portfolio›$4.3M
Lanark Financial, Inc.92,096
0.3% of portfolio›$4.3M
Fifth Third Securities, Inc.91,619
0.2% of portfolio›$4.3M
Allstreet Capital Advisors LLC90,680
2.8% of portfolio›$4.3M
Skyline Advisors, Inc.90,281
1.3% of portfolio›$4.2M
NYL Investors LLC89,984
1.7% of portfolio›$4.2M
Elmwood Wealth Management, Inc.89,870
1.0% of portfolio›$4.2M
SBI Securities Co., Ltd.88,879
0.1% of portfolio›$4.2M
Quadrant Private Wealth Management, LLC87,102
0.5% of portfolio›$4.1M
Center For Asset Management LLC86,963
1.8% of portfolio›$4.1M
HT Partners LLC85,906
1.1% of portfolio›$4.0M
StoneX Group Inc.85,852
0.1% of portfolio›$4.0M
Avant Financial Advisors LLC84,814
2.4% of portfolio›$4.0M
Buttonwood Financial Group, LLC83,268
2.0% of portfolio›$3.9M
AlphaStar Capital Management, LLC83,097
0.2% of portfolio›$3.9M
Claro Advisors Inc.83,029
0.4% of portfolio›$3.9M
Simon Quick Advisors, LLC81,202
0.1% of portfolio›$3.8M
Hobart Private Capital, LLC81,052
0.6% of portfolio›$3.8M
Martel Wealth Advisors LLC80,474
0.6% of portfolio›$3.8M
Summit Global Investments79,727
0.0% of portfolio›$3.7K
AdvisorNet Financial, Inc77,202
0.2% of portfolio›$3.6M
Valley Wealth Managers, Inc.76,841
0.2% of portfolio›$3.6M
Curtis Advisory Group, LLC71,317
0.6% of portfolio›$3.3M
Elevation Wealth Partners, LLC70,742
0.9% of portfolio›$3.3M
SWP Financial LLC70,467
1.5% of portfolio›$3.3M
Wealthcare Capital Management LLC70,146
0.4% of portfolio›$3.3M
Absolute Capital Management, LLC69,324
0.8% of portfolio›$3.2M
A4 Wealth Advisors LLC69,225
2.1% of portfolio›$3.2M
Horst & Graben Wealth Management LLC68,582
0.4% of portfolio›$3.2M
BLB&B Advisors, LLC68,272
0.1% of portfolio›$3.2M
Sigma Planning Corp68,141
0.1% of portfolio›$3.2M
VCI Wealth Management LLC67,051
0.8% of portfolio›$3.1M
Legacy Wealth Partners, LLC66,804
0.7% of portfolio›$3.1M
RFG Advisory, LLC66,720
0.0% of portfolio›$3.1M
Uptick Partners, LLC66,173
0.4% of portfolio›$3.1M
Ehrlich Financial Group66,014
1.6% of portfolio›$3.1M
Sterling Financial Planning, Inc.65,554
0.8% of portfolio›$3.1M
Wealth Architects, LLC64,825
0.2% of portfolio›$3.0M
Manske Wealth Management64,371
0.7% of portfolio›$3.0M
United Advisor Group, LLC62,893
0.3% of portfolio›$2.9M
IFP Advisors, Inc62,214
0.0% of portfolio›$2.9M
CGN Advisors LLC61,718
0.2% of portfolio›$2.9M
Robinswood Financial LLC61,529
0.9% of portfolio›$2.9M
Trek Financial, LLC61,504
0.1% of portfolio›$2.9M
Allodium Investment Consultants, LLC61,424
1.2% of portfolio›$2.9M
Chicago Partners Investment Group LLC61,389
0.1% of portfolio›$2.9M
Burk Holdings LLC60,487
1.0% of portfolio›$2.8M
Trinity Wealth Management, LLC60,072
0.9% of portfolio›$2.8M
Regions Financial Corp60,026
0.0% of portfolio›$2.8M
Meritas Wealth Management, LLC59,702
1.0% of portfolio›$2.8M
Womack Financial LLC59,178
1.8% of portfolio›$2.8M
Genesis Private Wealth, LLC58,835
0.8% of portfolio›$2.8M
WealthSpring Partners, LLC58,356
2.9% of portfolio›$2.7M
Cypress Wealth Services, LLC58,307
0.3% of portfolio›$2.7M
Wetzel Investment Advisors, Inc.58,017
0.9% of portfolio›$2.7M
Choreo, LLC57,771
0.0% of portfolio›$2.7M
Sowell Financial Services LLC55,794
0.1% of portfolio›$2.6M
Gladwyn Financial Advisors, Inc.55,118
1.6% of portfolio›$2.6M
Ridgewood Investments LLC54,578
0.9% of portfolio›$2.6M
M Holdings Securities, Inc.52,187
0.0% of portfolio›$2.5K
Signature Estate & Investment Advisors LLC51,563
0.0% of portfolio›$2.4M
FSM Wealth Advisors, LLC50,406
0.2% of portfolio›$2.4M
Charis Legacy Partners, LLC50,326
2.9% of portfolio›$2.4M
Graetz Wealth LLC50,161
1.9% of portfolio›$2.4M
Ryan Investment Management, Inc.49,857
1.0% of portfolio›$2.3M
Trust Co of Vermont48,894
0.1% of portfolio›$2.3M
OpenArc Corporate Advisory, LLC48,883
0.0% of portfolio›$2.3M
Cutler Investment Counsel LLC47,075
0.2% of portfolio›$2.2M
Glass Jacobson Investment Advisors llc47,000
0.7% of portfolio›$2.2M
Outlook Wealth Advisors, LLC46,053
0.5% of portfolio›$2.2M
Cullen T Bankers, Inc.45,338
0.0% of portfolio›$2.1M
Tectonic Advisors LLC44,027
0.1% of portfolio›$2.1M
Spire Wealth Management43,771
0.1% of portfolio›$2.1M
Advisory Solutions Group, LLC43,770
0.4% of portfolio›$2.1M
Bokf, NA43,344
0.0% of portfolio›$2.0M
Johnson Financial Group, LLC42,676
0.1% of portfolio›$2.0M
Sterling Investment Management, LLC41,889
1.1% of portfolio›$2.0M
Sovran Advisors, LLC41,149
0.1% of portfolio›$1.9M
Lifestyle Asset Management, Inc.40,618
0.5% of portfolio›$1.9M
Straight Path Wealth Management40,553
0.4% of portfolio›$1.9M
Dynamic Advisor Solutions LLC40,093
0.1% of portfolio›$1.9M
Towerpoint Wealth, LLC39,996
0.7% of portfolio›$1.9M
TCI Wealth Advisors, Inc.39,143
0.1% of portfolio›$1.8M
Integrated Advisors Network LLC39,089
0.1% of portfolio›$1.8M
WMG Financial Advisors, LLC37,731
0.7% of portfolio›$1.8M
Westside Investment Management, Inc.37,133
0.2% of portfolio›$1.7M
FAI Advisors, Inc.37,069
0.7% of portfolio›$1.7M
First Hawaiian Bank36,700
0.2% of portfolio›$1.7M
Independent Financial Group, LLC36,008
0.0% of portfolio›$1.7M
Diversified Enterprises, LLC35,496
0.1% of portfolio›$1.7M
North Star Investment Management Corp.34,978
0.1% of portfolio›$1.6M
Brindle & Bay Financial Advisors, LLC34,755
0.6% of portfolio›$1.6M
Blueprint Financial Advisors LLC34,691
0.2% of portfolio›$1.6M
Novem Group33,910
0.2% of portfolio›$1.6M
Beacon Hill Wealth Management Ltd.33,639
1.0% of portfolio›$1.6M
Koshinski Asset Management, Inc.33,048
0.1% of portfolio›$1.5M
Stewardship Advisors, LLC32,211
0.3% of portfolio›$1.5M
Veratis Advisors, Inc.30,916
1.1% of portfolio›$1.4M
Stonehaven Wealth & TAX Solutions, LLC30,729
1.4% of portfolio›$1.4M
Cordgrass Capital Advisors, LLC30,351
0.5% of portfolio›$1.4M
Parallel Advisors, LLC30,292
0.0% of portfolio›$1.4M
Flagstar Securities, Inc29,977
0.4% of portfolio›$1.4M
Rossby Financial, LCC29,945
0.2% of portfolio›$1.4M
Fort Henry Capital, LLC29,902
0.8% of portfolio›$1.4M
Carter Financial Group, Inc.29,464
0.7% of portfolio›$1.4M
Ashton Thomas Securities, LLC29,352
0.1% of portfolio›$1.4M
Venture Visionary Partners LLC29,257
0.0% of portfolio›$1.4M
Stonekeep Investments, LLC29,139
0.8% of portfolio›$1.4M
Uptown Financial Advisors LLC29,011
1.0% of portfolio›$1.4M
LongView Wealth Management28,948
0.3% of portfolio›$1.4M
TD Private Client Wealth LLC28,594
0.0% of portfolio›$1.3M
Stash Investments, LLC28,264
0.4% of portfolio›$1.3M
Mather Group, Llc.28,166
0.0% of portfolio›$1.3M
Signal Advisors Wealth, LLC27,716
0.1% of portfolio›$1.3M
Creekside Partners27,401
0.5% of portfolio›$1.3M
Compass Ion Advisors, LLC27,315
0.1% of portfolio›$1.3M
Summit Investment Advisors, Inc.\KS27,302
0.6% of portfolio›$1.3M
Blueprint Investment Partners LLC27,065
0.1% of portfolio›$1.3M
Founders Financial Securities LLC26,940
0.1% of portfolio›$1.3M
Donalies Financial Planning, LLC26,735
0.9% of portfolio›$1.3M
Birch Financial Group, LLC26,731
0.6% of portfolio›$1.3M
Hazlett, Burt & Watson, Inc.25,574
0.0% of portfolio›$1.2K
Silverlake Wealth Management LLC25,244
0.2% of portfolio›$1.2M
Global Financial Private Client, LLC25,148
0.3% of portfolio›$1.2M
B.O.S.S. Retirement Advisors, LLC24,848
0.3% of portfolio›$1.2M
Canandaigua National Bank & Trust Co24,805
0.1% of portfolio›$1.2M
Ironwood Wealth Management, Llc.24,021
0.2% of portfolio›$1.1M
Vilga Financial Planning LLC23,963
0.7% of portfolio›$1.1M
JFS Wealth Advisors, LLC23,883
0.1% of portfolio›$1.1M
Landmark Wealth Management, Inc.23,645
0.4% of portfolio›$1.1M
Sloy Dahl & Holst, LLC23,425
0.2% of portfolio›$1.1M
Eagle Rock Investment Company, LLC23,325
0.1% of portfolio›$1.1M
Equita Financial Network, Inc.23,023
0.3% of portfolio›$1.1M
Sanchez Gaunt Capital Management, LLC22,932
0.6% of portfolio›$1.1M
Fiduciary Alliance LLC22,870
0.1% of portfolio›$1.1M
Guidance Capital, Inc22,761
0.2% of portfolio›$1.1M
Inscription Capital, LLC22,689
0.1% of portfolio›$1.1M
Wedbush Securities Inc22,646
0.0% of portfolio›$1.1K
Jnba Financial Advisors22,526
0.1% of portfolio›$1.1M
HUB Investment Partners, LLC22,045
0.0% of portfolio›$1.0M
Evanson Financial, LLC21,968
0.1% of portfolio›$1.0M
Davenport & Co LLC21,714
0.0% of portfolio›$1.0M
Encompass More Asset Management21,439
0.1% of portfolio›$1.0M
Cliftonlarsonallen Wealth Advisors, LLC20,867
0.0% of portfolio›$978.0K
CoreCap Advisors, LLC20,863
0.0% of portfolio›$977.9K
Acorn Wealth Advisors, LLC20,623
0.2% of portfolio›$966.6K
L.K. Benson & Company, P.C.20,414
0.3% of portfolio›$956.8K
Transcendent Capital Group LLC20,317
0.4% of portfolio›$952.3K
Facet Wealth, Inc.20,309
0.0% of portfolio›$951.9K
Kings Path Partners LLC20,205
0.2% of portfolio›$947.0K
Tennessee Valley Asset Management Partners20,049
0.1% of portfolio›$939.7K
Penobscot Wealth Management19,747
0.2% of portfolio›$925.5K
Fagan Associates, Inc.19,700
0.1% of portfolio›$923.3K
Soltis Investment Advisors LLC19,499
0.0% of portfolio›$913.9K
Washington Trust Advisors, Inc.19,404
0.1% of portfolio›$909.5K
Allen Mooney & Barnes Investment Advisors LLC19,266
0.1% of portfolio›$903.0K
Defined Wealth Management, LLC18,949
0.5% of portfolio›$888.1K
Sapient Capital LLC18,734
0.0% of portfolio›$878.1K
TD Waterhouse Canada Inc.18,502
0.0% of portfolio›$865.7K
Brighton Jones LLC17,927
0.0% of portfolio›$840.2K
Southland Equity Partners LLC17,782
0.1% of portfolio›$833.5K
Cornerstone Planning Group LLC16,951
0.1% of portfolio›$796.4K
Foster Victor Wealth Advisors, LLC16,869
0.0% of portfolio›$793.4K
TMB Capital Partners, LLC16,647
0.2% of portfolio›$780.2K
BAM Wealth Management, LLC16,514
0.4% of portfolio›$774.0K
Victory Financial Group, LLC16,394
0.1% of portfolio›$768.4K
Balefire, LLC16,295
0.1% of portfolio›$763.7K
Pacifica Partners Inc.16,193
0.2% of portfolio›$757.7K
City Center Advisors, LLC16,001
0.6% of portfolio›$750.0K
Endowment Wealth Management, Inc.15,798
0.3% of portfolio›$740.4K
Rockland Trust Co15,546
0.0% of portfolio›$728.6K
Ellis Investment Partners, LLC15,515
0.1% of portfolio›$727.2K
Annex Advisory Services, LLC15,088
0.0% of portfolio›$707.2K
Provident Living Financial Services, Inc.14,871
0.7% of portfolio›$704.7K
Verde Capital Management14,851
0.1% of portfolio›$696.1K
Christensen, King & Associates Investment Services, Inc.14,825
0.3% of portfolio›$694.8K
International Assets Investment Management, LLC14,770
0.0% of portfolio›$691.1K
Associated Banc-Corp14,659
0.0% of portfolio›$687.1K
Robertson Stephens Wealth Management, LLC14,528
0.0% of portfolio›$680.9K
Thrive Capital Management, LLC14,345
0.1% of portfolio›$672.4K
IVC Wealth Advisors LLC14,171
0.3% of portfolio›$664.2K
Forthright Family Wealth Advisory LLC14,068
0.4% of portfolio›$659.3K
Innova Wealth Partners13,988
0.3% of portfolio›$655.6K
White Lighthouse Investment Management Inc.13,694
0.1% of portfolio›$641.9K
Zenith Solutions, Inc.13,653
0.6% of portfolio›$639.9K
Aprio Wealth Management, LLC13,524
0.0% of portfolio›$633.9K
Keybank National Association13,464
0.0% of portfolio›$631.1K
Essential Planning, Llc.13,208
0.2% of portfolio›$619.1K
LexAurum Advisors, LLC13,121
0.1% of portfolio›$615.0K
TFB Advisors LLC12,992
0.2% of portfolio›$608.9K
J.M. Arbour, LLC12,985
0.5% of portfolio›$608.6K
Innovative Wealth Building LLC12,957
0.3% of portfolio›$607.3K
Richardson Financial Services Inc.12,957
0.3% of portfolio›$607.3K
Badgley Phelps Wealth Managers, LLC12,526
0.0% of portfolio›$587.1K
Axxcess Wealth Management, LLC12,422
0.0% of portfolio›$582.2K
Accurate Wealth Management, LLC12,353
0.1% of portfolio›$580.7K
Chicago Capital, LLC12,295
0.0% of portfolio›$576.3K
Cahaba Wealth Management, Inc.12,251
0.0% of portfolio›$574.2K
Global Wealth Management Investment Advisory, Inc.12,206
0.1% of portfolio›$572.1K
Shayne & Jacobs, LLC12,060
0.2% of portfolio›$565.3K
Williams Jones Wealth Management, Llc.12,000
0.0% of portfolio›$562.4K
RCS Financial Planning, LLC11,960
0.3% of portfolio›$560.6K
SilverOak Wealth Management LLC11,893
0.1% of portfolio›$557.4K
Pinnacle Bancorp, Inc.11,673
0.1% of portfolio›$547.1K
Wealthcare Advisory Partners LLC11,653
0.0% of portfolio›$546.2K
Hardworking Capital Advisors, LLC11,635
0.4% of portfolio›$545.3K
Harmony Asset Management LLC11,555
0.1% of portfolio›$541.6K
Allegiance Financial Group Advisory Services LLC11,241
0.1% of portfolio›$526.9K
Clear Creek Financial Management, LLC11,226
0.0% of portfolio›$526.2K
Pacific Park Financial, Inc.11,032
0.3% of portfolio›$517.1K
Private Management Group Inc10,830
0.0% of portfolio›$507.6K
Diesslin Group, Inc.10,815
0.2% of portfolio›$506.9K
Myecfo, LLC10,793
0.2% of portfolio›$505.9K
Independent Wealth Network Inc.10,607
0.1% of portfolio›$497.2K
MMA Asset Management LLC10,590
0.2% of portfolio›$496.3K
Joel Adams & Associates, Inc.10,573
0.3% of portfolio›$495.6K
Simplicity Wealth,LLC10,501
0.0% of portfolio›$492.2K
Aspen Wealth Management LLC10,491
0.1% of portfolio›$491.7K
JIM Saulnier & Associates, LLC10,441
0.2% of portfolio›$489.4K
Ramiah Investment Group10,395
0.4% of portfolio›$487.2K
Kingswood Wealth Advisors, LLC10,252
0.0% of portfolio›$480.5K
Lynx Investment Advisory10,235
0.2% of portfolio›$479.7K
Wesbanco Bank Inc10,159
0.0% of portfolio›$476.2K
Refined Wealth Management9,986
0.3% of portfolio›$468.0K
Private Wealth Management Group, LLC9,985
0.1% of portfolio›$468.0K
MLG Wealth Management DBA Pine Grove Financial Group9,985
0.0% of portfolio›$468.0K
Noesis Capital Mangement Corp9,897
0.1% of portfolio›$463.9K
Financial Consulate, Inc9,736
0.1% of portfolio›$456.3K
GC Wealth Management RIA, LLC9,622
0.0% of portfolio›$451.0K
Signature Equity Partners, LLC9,592
0.2% of portfolio›$449.6K
Churchill Financial Advisors, LLC9,532
0.1% of portfolio›$446.8K
Dynamic Wealth Strategies, LLC9,503
0.2% of portfolio›$445.4K
Providence First Trust Co9,464
0.1% of portfolio›$443.6K
Oppenheimer & Co Inc9,455
0.0% of portfolio›$443.2K
Lido Advisors, LLC9,410
0.0% of portfolio›$441.1K
Waystone Advisors LLC9,406
0.3% of portfolio›$455.5K
Xena Financial Planning, LLC9,362
0.4% of portfolio›$438.8K
HBW Advisory Services LLC9,335
0.0% of portfolio›$437.5K
BridgePort Financial Solutions, LLC9,250
0.1% of portfolio›$433.6K
Courage Miller Partners, LLC9,129
0.1% of portfolio›$427.9K
CRA Financial Services, LLC9,076
0.0% of portfolio›$425.4K
Mallini Complete Financial Planning LLC9,025
0.3% of portfolio›$423.0K
Verdence Capital Advisors LLC9,008
0.0% of portfolio›$422.2K
Waller Financial Planning Group, Inc8,885
0.1% of portfolio›$416.4K
Titleist Asset Management, LLC8,813
0.0% of portfolio›$413.0K
Midwest Financial Partners Investments, Inc.8,684
0.2% of portfolio›$407.0K
Markowski Investments8,561
0.1% of portfolio›$401.2K
Ascentis Independent Advisors8,476
0.0% of portfolio›$397.4K
Lantern Wealth Advisors, LLC8,468
0.2% of portfolio›$396.9K
Presilium Private Wealth, LLC8,455
0.1% of portfolio›$396.3K
Beacon Financial Advisory LLC8,404
0.1% of portfolio›$393.9K
FSA Wealth Partners, Inc.8,332
0.1% of portfolio›$390.5K
Gibraltar Capital Management, Inc.8,320
0.1% of portfolio›$390.0K
Integrity Advisory Solutions, LLC8,157
0.0% of portfolio›$382.3K
Coastline Trust Co8,153
0.0% of portfolio›$382.1K
Gilliland Jeter Wealth Management LLC8,093
0.1% of portfolio›$379.3K
Mechanics Bank Trust Department8,032
0.0% of portfolio›$376.5K
TrustWell Financial Advisors, LLC7,970
0.3% of portfolio›$373.5K
Cap Partners, LLC7,961
0.2% of portfolio›$373.1K
Barrett & Company, Inc.7,865
0.1% of portfolio›$368.6K
Websterrogers Financial Advisors, LLC7,846
0.1% of portfolio›$367.7K
Kohmann Bosshard Financial Services, LLC7,840
0.0% of portfolio›$367.5K
Maia Wealth LLC7,808
0.1% of portfolio›$366.0K
Frank, Rimerman Advisors LLC7,729
0.0% of portfolio›$362.2K
Silver Grove Financial Group, Inc.7,725
0.2% of portfolio›$362.1K
Raleigh Capital Management Inc.7,724
0.1% of portfolio›$362.0K
City Holding Co7,600
0.0% of portfolio›$356.1K
SeaCrest Wealth Management, LLC7,519
0.0% of portfolio›$352.4K
Oceanside Advisors LLC7,489
0.2% of portfolio›$351.0K
Archer Investment Corp7,457
0.1% of portfolio›$349.5K
LAM Group, Inc.7,390
0.2% of portfolio›$346.4K
Oregon Pacific Wealth Management, LLC7,353
0.3% of portfolio›$344.6K
Moneco Advisors, LLC7,273
0.0% of portfolio›$340.9K
Oak Harvest Investment Services7,240
0.0% of portfolio›$339.4K
MassMutual Private Wealth & Trust, FSB7,200
0.0% of portfolio›$337.5K
Northern Lights Advisors, Inc.7,162
0.2% of portfolio›$335.7K
Lodestone Wealth Management LLC7,107
0.1% of portfolio›$333.1K
Reap Financial Group, LLC7,088
0.1% of portfolio›$332.2K
Indiana Trust & Investment Management Co7,000
0.1% of portfolio›$328.1K
Verity Asset Management, Inc.6,980
0.1% of portfolio›$327.2K
TrueWealth Advisors, LLC6,845
0.1% of portfolio›$320.8K
Altiora Financial Group, LLC6,800
0.1% of portfolio›$318.7K
Family Wealth Partners, LLC6,786
0.1% of portfolio›$318.1K
Carroll Advisory Group, LLC6,744
0.1% of portfolio›$316.1K
Evolution Wealth Management Inc.6,707
0.2% of portfolio›$314.4K
Salus Financial Advisors, LLC6,680
0.1% of portfolio›$313.1K
Patten Group, Inc.6,636
0.0% of portfolio›$311.0K
Sound Income Strategies, LLC6,586
0.0% of portfolio›$309.1K
Sagespring Wealth Partners, LLC6,585
0.0% of portfolio›$308.7K
Tucker Asset Management LLC6,541
0.1% of portfolio›$306.6K
WPG Advisers, LLC6,531
0.2% of portfolio›$306.1K
Charles Schwab Trust Co6,511
0.0% of portfolio›$305.2K
Cape Investment Advisory, Inc.6,445
0.1% of portfolio›$302.0K
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies6,371
0.2% of portfolio›$298.6K
Hutchens & Kramer Investment Management Group, LLC6,364
0.1% of portfolio›$298.3K
Merited Wealth, LLC6,255
0.2% of portfolio›$293.2K
BluePrint Investing LLC6,220
0.2% of portfolio›$291.5K
Aspect Partners, LLC6,124
0.1% of portfolio›$287.0K
Citizens Financial Group Inc6,073
0.0% of portfolio›$284.6K
Integrity Alliance, Llc.6,053
0.0% of portfolio›$283.7K
New England Private Wealth Advisors LLC5,958
0.0% of portfolio›$279.2K
Capital Investment Advisory Services, LLC5,940
0.0% of portfolio›$278.3K
Occidental Asset Management, LLC5,867
0.0% of portfolio›$275.0K
Park Edge Advisors, LLC5,853
0.1% of portfolio›$274.3K
Advisortrust Partners, LLC5,842
0.1% of portfolio›$273.8K
Todd Wealth Management, LLC5,794
0.2% of portfolio›$271.6K
Hardin Capital Partners, LLC5,744
0.1% of portfolio›$269.2K
Creative Financial Designs Inc5,676
0.0% of portfolio›$266.0K
Centurion Wealth Management LLC5,657
0.1% of portfolio›$265.1K
ProCore Advisors, LLC5,656
0.3% of portfolio›$265.1K
Focus Financial Network, Inc.5,637
0.0% of portfolio›$264.2K
Cannon Advisors, Inc.5,624
0.2% of portfolio›$264.4K
Princeton Global Asset Management LLC5,617
0.0% of portfolio›$263.3K
Root Financial Partners, LLC5,534
0.0% of portfolio›$259.4K
Onyx Bridge Wealth Group LLC5,499
0.0% of portfolio›$257.8K
Financial Guidance Group, Inc.5,394
0.1% of portfolio›$252.8K
DecisionPoint Financial, LLC5,347
0.0% of portfolio›$250.2K
Buck Wealth Strategies, LLC5,330
0.0% of portfolio›$249.8K
Rede Wealth, LLC5,303
0.1% of portfolio›$248.5K
Kelly Financial Services LLC5,301
0.1% of portfolio›$248.5K
Pacific Asset Management, LLC5,299
0.1% of portfolio›$248.4K
Sterling Investment Counsel, LLC5,296
0.1% of portfolio›$248.2K
Brewster Financial Planning LLC5,220
0.1% of portfolio›$244.7K
Lederer & Associates Investment Counsel5,165
0.0% of portfolio›$242
Five Oceans Advisors5,111
0.1% of portfolio›$239.5K
Cornerstone Wealth Management, LLC5,111
0.0% of portfolio›$239.6K
Alpha Omega Wealth Management LLC5,097
0.0% of portfolio›$238.9K
Caliber Wealth Management, LLC / KS5,040
0.0% of portfolio›$236.2K
Mission Wealth Management, LP5,004
0.0% of portfolio›$234.5K
RMR Wealth Builders4,993
0.0% of portfolio›$234.0K
Integrity Investment Advisors, LLC4,927
0.1% of portfolio›$230.9K
Hanson & Doremus Investment Management4,834
0.0% of portfolio›$227
Valeo Financial Advisors, LLC4,808
0.0% of portfolio›$225.4K
Cypress Point Wealth Management, LLC4,799
0.0% of portfolio›$224.9K
Stockman Wealth Management, Inc.4,787
0.0% of portfolio›$224.4K
Colton Groome Financial Advisors, LLC4,785
0.1% of portfolio›$224.3K
Tenon Financial LLC4,699
0.1% of portfolio›$220.2K
Bauman Advisory Group, LLC4,650
0.1% of portfolio›$218.0K
Carmel Capital Partners, LLC4,637
0.1% of portfolio›$217.3K
Verus Capital Partners, LLC4,581
0.0% of portfolio›$214.7K
Glenview Trust Co4,538
0.0% of portfolio›$212.7K
Fiscal Wisdom Wealth Management, LLC4,523
0.3% of portfolio›$212.0K
KFA Private Wealth Group, LLC4,494
0.0% of portfolio›$210.6K
Latitude Advisors, LLC4,493
0.1% of portfolio›$210.6K
Willow Creek Wealth Management Inc.4,455
0.0% of portfolio›$208.8K
Brucke Financial, Inc.4,455
0.1% of portfolio›$208.8K
Gordian Advisors LLC4,420
0.1% of portfolio›$207.2K
Impact Capital Partners LLC4,373
0.1% of portfolio›$205.0K
Foguth Wealth Management, Llc.4,370
0.0% of portfolio›$206.0K
Islay Capital Management, LLC4,342
0.1% of portfolio›$203.5K
Yoffe Investment Management, LLC4,328
0.2% of portfolio›$202.9K
Econ Financial Services Corp4,309
0.1% of portfolio›$202.0K
Patriot Financial Group Insurance Agency, LLC4,307
0.0% of portfolio›$201.9K
IFC & Insurance Marketing, Inc.4,279
0.2% of portfolio›$200.6K
HB Wealth Management, LLC4,279
0.0% of portfolio›$200.5K
Stone House Investment Management, LLC3,682
0.0% of portfolio›$172.6K
Private Trust Co NA3,311
0.0% of portfolio›$155.2K
Pioneer Family Office, LLC3,177
0.1% of portfolio›$148.9K
S.A. Mason LLC2,971
0.0% of portfolio›$139.3K
Physician Wealth Advisors, Inc.2,889
0.0% of portfolio›$135.4K
Holos Integrated Wealth LLC2,881
0.1% of portfolio›$135.5K
Investment Research & Advisory Group, Inc.2,879
0.0% of portfolio›$134.9K
Balance Wealth Partners LLC2,829
0.0% of portfolio›$132.6K
American National Bank & Trust2,780
0.0% of portfolio›$130.3K
Wilmington Savings Fund Society, FSB2,585
0.0% of portfolio›$121.2K
Pinnacle Wealth Planning Services, Inc.2,293
0.0% of portfolio›$107.5K
Cherry Tree Wealth Management, LLC2,281
0.0% of portfolio›$106.9K
Larson Financial Group LLC2,264
0.0% of portfolio›$106.1K
Murphy & Mullick Capital Management Corp1,906
0.1% of portfolio›$89.3K
Go Invest LLC1,821
0.0% of portfolio›$85.3K
Farmers & Merchants Investments Inc1,668
0.0% of portfolio›$78.2K
GK Wealth Management LLC1,642
0.0% of portfolio›$76.9K
Smallwood Wealth Investment Management, LLC1,533
0.0% of portfolio›$71.9K
Financial Management Professionals, Inc.1,471
0.0% of portfolio›$68.9K
William Mack & Associates, Inc.1,448
0.0% of portfolio›$67.9K
Compass Financial Management LLC1,391
0.0% of portfolio›$65.2K
Harbor Investment Advisory, LLC1,335
0.0% of portfolio›$62.6K
Golden State Wealth Management, LLC1,241
0.0% of portfolio›$58.2K
Kelleher Financial Advisors1,200
0.0% of portfolio›$56.2K
UMB Private Wealth Management, LLC1,135
0.1% of portfolio›$53.2K
Chilton Capital Management LLC1,105
0.0% of portfolio›$51.8K
Quest 10 Wealth Builders, Inc.1,053
0.0% of portfolio›$49.4K
Blue Trust, Inc.1,032
0.0% of portfolio›$48.4K
USA Financial Formulas974
0.0% of portfolio›$45.7K
Triumph Capital Management937
0.0% of portfolio›$43.9K
Blueline Advisors LLC937
0.0% of portfolio›$43.9K
First Premier Bank928
0.0% of portfolio›$43
Investors Research Corp909
0.0% of portfolio›$42.6K
Asset Dedication, LLC840
0.0% of portfolio›$39.4K
Rosenberg Matthew Hamilton817
0.0% of portfolio›$38.3K
Transce3nd, LLC795
0.0% of portfolio›$37.4K
Parkside Financial Bank & Trust753
0.0% of portfolio›$35.3K
Team Financial Group, LLC710
0.0% of portfolio›$33.3K
Gamma Investing LLC693
0.0% of portfolio›$32.5K
Kozak & Associates, Inc.684
0.0% of portfolio›$32.3K
Abound Wealth Management655
0.0% of portfolio›$30.7K
Nfsg Corp630
0.0% of portfolio›$29.5K
NorthAvenue LLC618
0.0% of portfolio›$29.0K
Center for Financial Planning, Inc.610
0.0% of portfolio›$28.6K
Bangor Savings Bank583
0.0% of portfolio›$27.3K
LFA - Lugano Financial Advisors SA543
0.0% of portfolio›$25.5K
Maryland Capital Advisors Inc.536
0.0% of portfolio›$25.1K
Key Capital Management, Inc513
0.0% of portfolio›$24.0K
Carolina Wealth Advisors, LLC453
0.0% of portfolio›$21.2K
Southern Michigan Bank & Trust450
0.0% of portfolio›$21.1K
Clark Wealth Partners413
0.0% of portfolio›$19.4K
Main Street Group, LTD395
0.0% of portfolio›$18.5K
Kroeger Financial Partners382
0.0% of portfolio›$17.9K
Beacon Financial Strategies Corp372
0.0% of portfolio›$17.4K
Eastern Bank366
0.0% of portfolio›$17.2K
Provenance Wealth Advisors, LLC345
0.0% of portfolio›$16.2K
Rakuten Securities, Inc.342
0.0% of portfolio›$16.0K
Independence Bank of Kentucky316
0.0% of portfolio›$14.8K
Schuylkill Financial LLC249
0.0% of portfolio›$11.7K
Kingdom Financial Group Llc.247
0.0% of portfolio›$11.6K
Signaturefd, LLC243
0.0% of portfolio›$11.4K
Foresight Capital Management Advisors, Inc.210
0.0% of portfolio›$9.8K
Horizon Financial Services, LLC209
0.0% of portfolio›$9.8K
Gilpin Wealth Management, LLC187
0.0% of portfolio›$8.8K
Eukles Asset Management186
0.0% of portfolio›$8.7K
Inspire Investing, LLC186
0.0% of portfolio›$8.7K
Towne Trust Company, N.a184
0.0% of portfolio›$8.6K
Advocate Investing Services LLC176
0.0% of portfolio›$8.2K
Caldwell Trust Co150
0.0% of portfolio›$7.0K
American Capital Advisory, LLC138
0.0% of portfolio›$6.5K
Oakworth Capital, Inc.136
0.0% of portfolio›$6.4K
First Bancorp, Inc123
0.0% of portfolio›$5.8K
Salomon & Ludwin, LLC98
0.0% of portfolio›$4.6K
Nova Financial LLC88
0.0% of portfolio›$4.1K
Affinity Wealth LLC79
0.0% of portfolio›$3.7K
Sunrise Financial Services, LLC74
0.0% of portfolio›$3.5K
High Point Wealth Management, LLC60
0.0% of portfolio›$2.8K
Clayton Financial Group LLC53
0.0% of portfolio›$2.5K
Activest Wealth Management53
0.0% of portfolio›$2.5K
Moisand Fitzgerald Tamayo, LLC43
0.0% of portfolio›$2.0K
Arlington Trust Co LLC38
0.0% of portfolio›$1.8K
Rydar Equities, Inc.37
0.0% of portfolio›$1.7K
Cassaday & Co Wealth Management LLC34
0.0% of portfolio›$1.6K
Hara Capital LLC30
0.0% of portfolio›$1.4K
Signature Resources Capital Management, LLC30
0.0% of portfolio›$1.4K
Concord Wealth Partners24
0.0% of portfolio›$1.1K
Livelsberger Financial Advisory23
0.0% of portfolio›$1.1K
McCarley & Cook Financial Planners20
0.0% of portfolio›$937
Quaker Wealth Management, LLC20
0.0% of portfolio›$938
Reyes Financial Architecture, Inc.15
0.0% of portfolio›$703
Wealth Enhancement Trust Services, Inc.9
0.0% of portfolio›$422
Halbert Hargrove Global Advisors, LLC7
0.0% of portfolio›$329
Dhjj Financial Advisors, Ltd.6
0.0% of portfolio›$282
Wolff Wiese Magana LLC5
0.0% of portfolio›$235
Bell Investment Advisors, Inc3
0.0% of portfolio›$141
Downshift Financial, LLC2
0.0% of portfolio›$94
Cedar Mountain Advisors, LLC2
0.0% of portfolio›$94
Mosley Wealth Management1
0.0% of portfolio›$48
StyleTurnoverLocationFiled
Bank of New York Mellon Corp
7,404,611$347.1M0.1%CoreLowNew York, NY2026-11-05
Assetmark, Inc
7,281,839$341.3M0.6%ETFLowConcord, CA2026-10-21
Cambridge Investment Research Advisors, Inc.
3,067,205$143.8K0.0%ETFLowFairfield, IA2026-11-02
Mirae Asset Global Investments Co., Ltd.
2,000,056$93.7M0.2%GrowthLowSeoul, Malaysia2026-11-03
Truist Financial Corp
1,745,194$81.8M0.1%CoreLowCharlotte, NC2026-10-30
Symmetry Partners, LLC
1,659,596$77.8M4.0%ETFLowGlastonbury, CT2026-10-27
Prime Capital Investment Advisors, LLC
1,442,825$67.6M0.7%ETFLowOverland Park, KS2026-10-20
Kestra Investment Management, LLC
1,440,397$67.5M1.3%ETFMediumAustin, TX2026-11-04
Burton Enright Welch
1,133,442$53.1M5.7%ETFVery LowWalnut Creek, CA2026-11-04
Country Trust Bank
1,117,971$52.4M0.9%GrowthLowBloomington, IL2026-10-30
Eclectic Associates Inc
1,117,627$52.4M5.9%ETFVery LowFullerton, CA2026-10-09
Retirement Investment Advisors, Inc.
1,111,702$52.1M3.6%ETFVery LowOklahoma City, OK2026-10-22
Clark Asset Management, LLC
1,079,491$50.6M3.7%ETFVery LowStratham, NH2026-10-19
Kestra Advisory Services, LLC
1,072,828$50.3M0.1%CoreLowAustin, TX2026-11-02
P/E Global LLC
1,071,530$50.2M3.1%ETFLowBoston, MA2026-10-29
PDS Planning, Inc
1,040,787$48.8M2.8%IndexVery LowDublin, OH2026-11-03
Hamilton Point Investment Advisors, LLC
958,922$44.9M6.2%CoreLowChapel Hill, NC2026-11-03
Citigroup Inc
908,038$42.6M0.0%CoreMediumNew York, NY2026-11-04
Apella Capital, LLC
896,479$42.0M0.5%ETFVery LowWest Hartford, CT2026-10-08
CX Institutional
827,903$38.8K1.1%CoreMediumAuburn, IN2026-10-02
Wedmont Private Capital
794,381$37.3M0.9%IndexVery LowWest Chester, PA2026-10-09
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
783,389$36.7M1.8%ETFMediumWestlake, OH2026-10-14
Commonwealth Equity Services, LLC
745,027$34.9M0.0%ETFLowWaltham, MA2026-11-02
Farther Finance Advisors, LLC
743,488$34.8M0.2%IndexLowSan Francisco, CA2026-10-08
Human Investing LLC
720,120$33.8M4.3%ETFVery LowLake Oswego, OR2026-10-19
Vise Technologies, Inc.
715,765$33.5M0.3%IndexLowNew York, NY2026-10-29
Discipline Wealth Solutions, LLC
704,792$33.0M2.9%ETFLowGreenville, SC2026-10-14
Marotta Asset Management
650,940$30.5M5.2%ETFLowCharlottesville, VA2026-10-02
Avion Wealth
649,961$30.5K0.0%ETFLowThe Woodlands, TX2026-11-04
Thrivent Financial for Lutherans
633,521$29.6K0.0%GARPMediumMinneapolis, MN2026-11-05
MilWealth Group LLC
623,806$29.2M6.3%ETFVery LowMilwaukee, WI2026-11-02
Prospera Capital Management, LLC
605,381$28.3M7.0%ETFVery LowGilbert, AZ2026-10-19
Wiser Wealth Management, Inc
593,429$27.8M5.1%ETFVery LowMarietta, GA2026-10-14
Burrus Financial Services, Inc.
584,566$27.4M12.4%ETFMediumSalt Lake City, UT2026-10-22
Sumitomo Mitsui DS Asset Management Company, Ltd
581,692$27.3M0.2%IndexVery LowTokyo, Mexico2026-10-20
rebel Financial LLC
573,431$26.9M11.0%N/AVery LowGroveport, OH2026-11-04
Ascent Group, LLC
568,115$26.6M0.8%CoreLowVirginia Beach, VA2026-10-30
Avior Wealth Management, LLC
562,384$26.4M0.7%ETFMediumOmaha, NE2026-10-13
Flagstone Financial Management
525,917$24.6M5.4%ETFVery LowLincoln, NE2026-11-05
Atria Investments, Inc
522,092$24.5M0.2%CoreMediumCharlotte, NC2026-10-15
Hassell Wealth Management, LLC
514,591$24.1M7.3%ETFLowHouma, LA2026-10-19
Rinkey Investments
495,523$23.2M5.6%ETFLowSan Diego, CA2026-10-28
Phillips Financial Management, LLC
478,258$22.4M1.7%ETFVery LowFort Wayne, IN2026-10-19
Triad Wealth Partners, LLC
462,200$21.7M1.2%ETFMediumLawrence, KS2026-10-26
Park Avenue Securities LLC
436,167$20.4K0.0%ETFMediumNew York, NY2026-10-26
Luminvest Wealth Management LLC
432,305$20.3M5.3%ETFVery LowScottsdale, AZ2026-10-14
Wealth Enhancement Advisory Services, LLC
426,103$20.0M0.0%CoreLowPlymouth, MN2026-10-13
BlueSky Wealth Advisors, LLC
421,539$19.8M2.3%ETFMediumNew Bern, NC2026-10-29
EverSource Wealth Advisors, LLC
409,630$19.2M0.6%CoreMediumBirmingham, AL2026-11-04
Perigon Wealth Management, LLC
404,221$18.9M0.3%GrowthLowSan Francisco, CA2026-10-22
Creative Planning
403,361$18.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Cranbrook Wealth Management, LLC
386,630$18.1M3.4%ETFVery LowBloomfield Hills, MI2026-10-28
Financial Architects, LLC
381,900$17.9M9.1%ETFLowWoodstock, GA2026-10-13
Boston Standard Wealth Management, LLC
378,454$17.7M2.5%ETFLowWinchester, MA2026-10-07
ShankerValleau Wealth Advisors, Inc.
372,232$17.4M4.7%ETFVery LowSkokie, IL2026-10-16
Ballentine Capital Advisors, Inc
371,716$17.4M6.6%ETFVery LowGreenville, SC2026-10-14
VestGen Advisors, LLC
364,766$17.1M0.5%GrowthMediumChicago, IL2026-10-27
XY Planning Network, Inc.
350,272$16.4M1.8%ETFLowBozeman, MT2026-10-14
Greenspring Advisors, LLC
327,014$15.3M0.7%ETFVery LowTowson, MD2026-11-05
Brookstone Capital Management
324,095$15.2M0.1%ETFMediumWheaton, IL2026-10-22
Atmos Advisory, LLC
323,143$15.1M8.1%ETFVery LowPittsburgh, PA2026-10-06
Cambridge Advisors Inc.
321,428$15.1M2.6%ETFVery LowOmaha, NE2026-10-19
Factor Wealth Management LTD
314,887$14.8M2.3%ETFLowChicago, IL2026-10-08
SigFig Wealth Management, LLC
314,013$14.7M0.4%ETFLowSan Francisco, CA2026-10-07
Patriot Investment Management Group, Inc.
311,259$14.6M0.8%ETFVery LowKnoxville, TN2026-10-15
Bay Harbor Wealth Management, LLC
310,002$14.5M3.3%ETFMediumHunt Valley, MD2026-11-03
Livet Wealth, LLC
309,892$14.5M8.0%ETFLowSpanish Fork, UT2026-10-27
Stone Loft Wealth Management LLC
304,982$14.3M7.4%ETFLowWest Chester, PA2026-11-03
Acorn Financial Advisory Services Inc
296,704$13.9M1.7%ETFMediumReston, VA2026-11-02
Grove Street Fiduciary, LLC
295,212$13.8M6.3%ETFVery LowPeterborough, NH2026-10-13
Security Financial Services, Inc.
294,406$13.8M1.8%ETFMediumFort Wayne, IN2026-10-29
Net Worth Advisory Group
284,527$13.3M3.4%GARPMediumSandy, UT2026-10-20
BIP Wealth, LLC
283,206$13.3M0.4%ETFMediumAtlanta, GA2026-10-22
Brooklyn FI, LLC
280,286$13.3M2.0%ETFVery LowNew York, NY2026-11-05
Weitzel Financial Services, Inc.
277,982$13.0M4.4%ETFVery LowDubuque, IA2026-10-16
MGO One Seven LLC
275,021$12.9M0.2%GrowthLowBeachwood, OH2026-10-28
Level Financial Advisors
270,772$12.7M2.8%ETFLowEast Amherst, NY2026-10-13
Able Financial Group, LLC
270,268$12.7M2.0%ETFLowScottsdale, AZ2026-10-14
CFS Investment Advisory Services, LLC
266,823$12.5M0.8%ETFMediumTotowa, NJ2026-10-19
Morton Brown Family Wealth, LLC
261,244$12.2M2.7%ETFVery LowAllentown, PA2026-10-23
Tenret Co LLC
257,750$12.1M5.3%ETFVery LowTampa, FL2026-11-02
Bfsg, LLC
252,012$11.8M1.0%CoreLowIrvine, CA2026-10-30
Golden Bell Financial Planning LLC
251,654$11.8M8.7%ETFVery LowAlpharetta, GA2026-11-02
Leading Edge Financial Planning LLC
249,499$11.7M2.4%ETFLowKnoxville, TN2026-10-23
Goldstein Advisors, LLC
247,219$11.6M1.0%ETFMediumMadison, WI2026-10-15
Market Street Wealth Management Advisors LLC
244,414$11.5M1.6%ETFMediumIndianapolis, IN2026-10-09
Cooper S Advisors, LLC
238,330$11.2M4.9%ETFLowVictor, NY2026-11-03
American Financial & TAX Strategies Inc
235,363$11.0M5.1%ETFVery LowNew York, NY2026-10-16
Trust Co
234,450$11.0M1.0%ETFVery LowManhattan, KS2026-10-09
Legacy Financial Group, Inc.
226,755$10.6M2.4%ETFLowTulsa, OK2026-10-21
Values Added Financial LLC
224,700$10.5M3.7%ETFLowWashington, DC2026-10-28
Pettinga Financial Advisors LLC
224,031$10.5M1.7%ETFMediumEvansville, IN2026-10-13
AMG National Trust Bank
223,590$10.5M0.2%ETFLowGreenwood Village, CO2026-11-05
Fairway Wealth LLC
222,708$10.4M2.3%ETFLowIndependence, OH2026-10-30
Concurrent Investment Advisors, LLC
220,975$10.4M0.1%GrowthMediumTampa, FL2026-10-16
Beacon Financial Group
218,669$10.2M0.9%ETFMediumDallas, TX2026-10-19
Aletheian Wealth Advisors LLC
213,144$10.0M4.0%ETFVery LowBellevue, WA2026-10-08
FC Advisory LLC
210,081$9.8M2.6%ETFVery LowWest Chester, PA2026-10-05
Sage Rhino Capital LLC
206,842$9.7M1.6%ETFLowMenlo Park, CA2026-10-28
First Heartland Consultants, Inc.
202,683$9.5M0.6%ETFMediumLake St. Louis, MO2026-10-08
GuidedMoney, LLC
201,569$9.4M4.3%ETFVery LowBlack Earth, WI2026-10-29
Bdfs Capital LLC
200,913$9.4M4.6%ETFLowRehoboth Beach, DE2026-10-14
Financial Planning Navigators Corp
199,979$9.4M3.4%ETFMediumMaple Grove, MN2026-10-14
Somnio Financial Group, LLC
198,795$9.3M5.7%ETFVery LowGlastonbury, CT2026-10-26
Parr Mcknight Wealth Management Group, LLC
197,038$9.2M1.1%CoreMediumMinneapolis, MN2026-10-30
Strategic Blueprint, LLC
194,811$9.1M0.4%ETFLowAtlanta, GA2026-10-22
Arcadia Wealth Management, LLC
192,870$9.0M2.8%ETFLowManchester, NH2026-10-22
KFG LLC
183,456$8.6M5.7%ETFN/ARapid City, SD2026-11-02
Physician Wealth Solutions Inc.
182,301$8.5M3.4%ETFLowNorth Las Vegas, NV2026-10-14
Johnson & White Wealth Management, LLC
181,093$8.5M3.1%ETFVery LowYork, PA2026-11-03
Bear Mountain Capital, Inc.
180,825$8.5M2.4%ETFLowSeattle, WA2026-11-04
Camden National Bank
178,656$8.4M1.1%CoreVery LowCamden, ME2026-11-02
Level Wealth Management LLC
172,786$8.1M3.1%ETFVery LowGreensboro, NC2026-10-23
Sensenig Capital Advisors, Inc
170,716$8.0M7.2%ETFLowCollegeville, PA2026-10-23
Kestra Private Wealth Services, LLC
169,077$7.9M0.1%GrowthLowAustin, TX2026-10-30
Scissortail Wealth Management, LLC
165,593$7.8M1.4%ETFLowTulsa, OK2026-11-03
Valpey Financial Services, LLC
165,370$7.8M4.6%ETFVery LowConcord, NH2026-10-30
Paladin Partners, LLC
162,385$7.6M4.7%ETFVery LowHartland, WI2026-10-06
Omega Financial Group, LLC
161,252$7.6M2.3%ETFVery LowSanta Barbara, CA2026-10-29
Hohimer Wealth Management, LLC
159,005$7.5M0.7%CoreHighSeattle, WA2026-11-04
One Advisory Partners, LLC
158,463$7.4M2.0%ETFMediumOverland Park, KS2026-10-22
Brown Wealth Management, LLC
155,207$7.3M1.6%ETFMediumNaperville, IL2026-10-20
Prospect Financial Group LLC
147,749$6.9M5.8%ETFVery LowArlington, VA2026-11-05
Braun-Bostich & Associates Inc.
146,903$6.9M3.9%ETFMediumCanonsburg, PA2026-10-20
Elevated Capital Advisors, LLC
145,924$6.8M2.3%ETFMediumSandy, UT2026-11-04
Manuka Financial, LLC
145,594$6.8M3.4%ETFVery LowRichmond, VA2026-10-16
Modera Wealth Management, LLC
144,853$6.8M0.1%ETFVery LowWestwood, NJ2026-10-28
Arkansas Financial Group, Inc.
144,494$6.8M0.9%ETFVery LowLittle Rock, AR2026-10-26
Five Pine Wealth Management
142,205$6.7M3.8%ETFVery LowCoeur D Alene, ID2026-10-20
Legacy Financial Independent Advisors LLC
138,284$6.5M3.2%CoreN/ALouisville, KY2026-11-02
Riversedge Advisors, LLC
138,139$6.5M0.8%ETFMediumWilmington, DE2026-10-09
Retirement Wealth Solutions LLC
137,083$6.4M3.4%ETFLowMarshfield, WI2026-10-07
City State Bank
136,997$6.4M1.5%GrowthVery LowNorwalk, IA2026-10-20
D.A. Davidson & Co.
136,775$6.4M0.0%CoreLowGreat Falls, MT2026-10-28
Plancorp, LLC
134,494$6.4M0.1%ETFLowSaint Louis, MO2026-11-03
United Financial Planning Group LLC
132,324$6.2M3.1%ETFHighHauppauge, NY2026-11-04
Heritage Family Offices, LLP
132,044$6.2M2.0%GrowthHighScottsdale, AZ2026-11-02
Brighton Securities Corp.
128,503$6.0M2.5%ETFVery LowRochester, NY2026-10-08
Diversify Wealth Management, LLC
124,406$5.9M0.1%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
124,406$5.9M0.1%GrowthLowSandy, UT2026-10-20
Conrad Siegel Investment Advisors, Inc.
122,600$5.7M0.9%ETFLowHarrisburg, PA2026-10-08
Midwest Capital Advisors, LLC
121,870$5.7M2.0%ETFHighGrand Rapids, MI2026-11-04
Baron Financial Group, LLC
121,620$5.7M2.8%ETFVery LowFair Lawn, NJ2026-10-09
Financiere des Professionnels - Fonds d'investissement inc.
120,000$5.6M0.3%GrowthHighMontreal, Austria2026-11-03
B. Riley Wealth Advisors, Inc.
119,577$5.6M0.2%GrowthLowMemphis, TN2026-10-13
Lodestar Private Asset Management LLC
118,875$5.6M0.5%ETFLowAlamo, CA2026-10-26
Horizons Wealth Management
118,816$5.6M3.5%ETFLowAsheville, NC2026-10-05
Frisco Financial Planning LLC
117,361$5.5M4.3%ETFVery LowFrisco, TX2026-10-05
W.H. Cornerstone Investments Inc.
116,945$5.5M3.0%CoreLowKingston, MA2026-11-03
Evergreen Private Wealth LLC
116,770$5.5M2.0%CoreLowGreenwood Village, CO2026-10-30
Auour Investments LLC
116,296$5.5M1.5%ETFLowWoburn, MA2026-10-28
TSA Wealth Managment LLC
115,566$5.4M1.5%ETFMediumHouston, TX2026-10-22
Arta Finance Wealth Management LLC
115,394$5.4M2.6%ETFLowMountain View, CA2026-10-28
PFG Advisors
115,072$5.4M0.3%ETFMediumPhoenix, AZ2026-10-16
LMG Wealth Partners, LLC
112,673$5.3M0.9%ValueVery LowShreveport, LA2026-11-05
Fund Evaluation Group, LLC
111,718$5.2M0.1%ETFLowCincinnati, OH2026-11-05
Veery Capital, LLC
111,551$5.2M1.4%ETFVery LowWilmington, DE2026-10-07
First Horizon Corp
111,290$5.2M0.2%CoreLowMemphis, TN2026-10-26
Upper Left Wealth Management, LLC
110,108$5.2M2.7%ETFMediumTampa, FL2026-10-14
Friedenthal Financial
110,082$5.2M2.2%ETFHighMarlton, NJ2026-10-27
K2 Financial Inc.
108,289$5.1M3.5%ETFLowGlendora, CA2026-10-26
Archer Investment Management, LLC
107,908$5.1M1.6%ETFHighAustin, TX2026-10-13
Csenge Advisory Group
107,271$5.0M0.2%ETFMediumClearwater, FL2026-11-04
Breakwater Investment Management
106,210$5.0M1.6%ETFLowSeattle, WA2026-10-20
Neumann Capital Management, LLC
100,727$4.7M1.2%GrowthVery LowFoster City, CA2026-10-15
SAX Wealth Advisors, LLC
100,250$4.7M0.1%ETFVery LowParsippany, NJ2026-10-13
West Wealth Group, LLC
100,185$4.7M0.7%ETFMediumIrvine, CA2026-10-14
Zeit Capital LLC
99,984$4.7M2.9%ETFVery LowGreenwood Village, CO2026-10-19
Vertex Investment Solutions Co., Ltd.
99,200$4.6M3.4%ETFN/AChiyoda-Ku, Mexico2026-10-19
Watershed Private Wealth LLC
98,385$4.6M1.2%ETFMediumOak Brook, IL2026-10-30
Bedminster, LLC
98,085$4.6M3.9%ETFMediumBluffton, SC2026-11-04
Grey Fox Wealth Advisors, LLC
94,028$4.4M0.7%ETFLowRockland, DE2026-11-03
Emergent Wealth Advisors, LLC
92,985$4.4M2.3%ETFMediumWilliamsville, NY2026-10-09
Sharper & Granite LLC
92,940$4.5M1.5%ETFLowEl Segundo, CA2026-11-02
Global Trust Wealth Management LLC
92,803$4.3M3.1%ETFMediumWest Palm Beach, FL2026-10-14
McNaughton Wealth Management, LLC
92,643$4.3M1.5%ETFLowSan Diego, CA2026-10-09
Lanark Financial, Inc.
92,096$4.3M0.3%CoreMediumBirmingham, AL2026-10-26
Fifth Third Securities, Inc.
91,619$4.3M0.2%ETFLowCincinnati, OH2026-10-21
Allstreet Capital Advisors LLC
90,680$4.3M2.8%ETFVery LowLos Angeles, CA2026-11-04
Skyline Advisors, Inc.
90,281$4.2M1.3%ETFMediumBellingham, WA2026-11-03
NYL Investors LLC
89,984$4.2M1.7%ETFLowNew York, NY2026-11-03
Elmwood Wealth Management, Inc.
89,870$4.2M1.0%ETFLowBerkeley, CA2026-10-14
SBI Securities Co., Ltd.
88,879$4.2M0.1%Agg GrowthLowTokyo, Mexico2026-10-22
Quadrant Private Wealth Management, LLC
87,102$4.1M0.5%GrowthLowCenter Valley, PA2026-11-04
Center For Asset Management LLC
86,963$4.1M1.8%ETFMediumPalm Beach Gardens, FL2026-10-16
HT Partners LLC
85,906$4.0M1.1%ETFVery LowCenterbrook, CT2026-10-20
StoneX Group Inc.
85,852$4.0M0.1%ETFMediumNew York, NY2026-11-03
Avant Financial Advisors LLC
84,814$4.0M2.4%ETFVery LowAustin, TX2026-11-02
Buttonwood Financial Group, LLC
83,268$3.9M2.0%ETFMediumKansas City, MO2026-10-16
AlphaStar Capital Management, LLC
83,097$3.9M0.2%ETFMediumCornelius, NC2026-10-16
Claro Advisors Inc.
83,029$3.9M0.4%CoreLowBoston, MA2026-11-02
Simon Quick Advisors, LLC
81,202$3.8M0.1%ETFLowMorristown, NJ2026-10-26
Hobart Private Capital, LLC
81,052$3.8M0.6%ETFMediumCharlotte, NC2026-10-19
Martel Wealth Advisors LLC
80,474$3.8M0.6%ETFVery LowVancouver, WA2026-10-14
Summit Global Investments
79,727$3.7K0.0%CoreMediumBountiful, UT2026-10-28
AdvisorNet Financial, Inc
77,202$3.6M0.2%ETFLowMinnetonka, MN2026-10-15
Valley Wealth Managers, Inc.
76,841$3.6M0.2%GARPMediumParamus, NJ2026-10-09
Curtis Advisory Group, LLC
71,317$3.3M0.6%ETFLowSanta Barbara, CA2026-10-28
Elevation Wealth Partners, LLC
70,742$3.3M0.9%ETFLowWalnut Creek, CA2026-10-07
SWP Financial LLC
70,467$3.3M1.5%ETFMediumEncinitas, CA2026-10-23
Wealthcare Capital Management LLC
70,146$3.3M0.4%ETFVery LowRichmond, VA2026-10-21
Absolute Capital Management, LLC
69,324$3.2M0.8%ETFMediumPittsburgh, PA2026-10-16
A4 Wealth Advisors LLC
69,225$3.2M2.1%ETFHighHuntersville, NC2026-10-20
Horst & Graben Wealth Management LLC
68,582$3.2M0.4%ETFMediumPortland, OR2026-11-02
BLB&B Advisors, LLC
68,272$3.2M0.1%ETFLowMontgomeryville, PA2026-10-27
Sigma Planning Corp
68,141$3.2M0.1%GrowthMediumAnn Arbor, MI2026-10-23
VCI Wealth Management LLC
67,051$3.1M0.8%CoreHighSt Louis, MO2026-10-29
Legacy Wealth Partners, LLC
66,804$3.1M0.7%ETFHighLakewood, CO2026-10-15
RFG Advisory, LLC
66,720$3.1M0.0%ETFMediumBirmingham, AL2026-11-03
Uptick Partners, LLC
66,173$3.1M0.4%ETFLowNacogdoches, TX2026-11-04
Ehrlich Financial Group
66,014$3.1M1.6%ETFHighLaguna Niguel, CA2026-10-20
Sterling Financial Planning, Inc.
65,554$3.1M0.8%ETFVery LowSparta, NJ2026-10-28
Wealth Architects, LLC
64,825$3.0M0.2%ETFVery LowMountain View, CA2026-11-03
Manske Wealth Management
64,371$3.0M0.7%ValueVery LowHouston, TX2026-10-26
United Advisor Group, LLC
62,893$2.9M0.3%ETFLowCincinnati, OH2026-11-03
IFP Advisors, Inc
62,214$2.9M0.0%GrowthLowTampa, FL2026-10-16
CGN Advisors LLC
61,718$2.9M0.2%ETFLowManhattan, KS2026-10-21
Robinswood Financial LLC
61,529$2.9M0.9%ETFVery LowKirkland, WA2026-10-20
Trek Financial, LLC
61,504$2.9M0.1%ETFHighScottsdale, AZ2026-10-29
Allodium Investment Consultants, LLC
61,424$2.9M1.2%ETFVery LowMinneapolis, MN2026-10-14
Chicago Partners Investment Group LLC
61,389$2.9M0.1%GARPLowChicago, IL2026-10-27
Burk Holdings LLC
60,487$2.8M1.0%ETFVery LowTulsa, OK2026-11-05
Trinity Wealth Management, LLC
60,072$2.8M0.9%ETFMediumBerwyn, PA2026-10-13
Regions Financial Corp
60,026$2.8M0.0%CoreLowBirmingham, AL2026-11-05
Meritas Wealth Management, LLC
59,702$2.8M1.0%ETFVery LowSan Rafael, CA2026-10-14
Womack Financial LLC
59,178$2.8M1.8%CoreVery LowDallas, TX2026-10-14
Genesis Private Wealth, LLC
58,835$2.8M0.8%ETFLowAshburn, VA2026-11-02
WealthSpring Partners, LLC
58,356$2.7M2.9%ETFLowLong Beach, CA2026-10-14
Cypress Wealth Services, LLC
58,307$2.7M0.3%ETFLowPalm Desert, CA2026-10-21
Wetzel Investment Advisors, Inc.
58,017$2.7M0.9%ETFLowIndianapolis, IN2026-10-13
Choreo, LLC
57,771$2.7M0.0%IndexLowRockford, IL2026-10-28
Sowell Financial Services LLC
55,794$2.6M0.1%CoreLowNorth Little Rock, AR2026-10-23
Gladwyn Financial Advisors, Inc.
55,118$2.6M1.6%ETFVery LowChantilly, VA2026-10-05
Ridgewood Investments LLC
54,578$2.6M0.9%ValueMediumSpringfield, NJ2026-10-05
M Holdings Securities, Inc.
52,187$2.5K0.0%ETFHighPortland, OR2026-11-03
Signature Estate & Investment Advisors LLC
51,563$2.4M0.0%ETFMediumLos Angeles, CA2026-10-13
FSM Wealth Advisors, LLC
50,406$2.4M0.2%ETFLowCleveland, OH2026-10-27
Charis Legacy Partners, LLC
50,326$2.4M2.9%ETFVery LowBryan, TX2026-10-22
Graetz Wealth LLC
50,161$2.4M1.9%ETFMediumJenison, MI2026-10-27
Ryan Investment Management, Inc.
49,857$2.3M1.0%ETFVery HighBasalt, CO2026-10-20
Trust Co of Vermont
48,894$2.3M0.1%CoreVery LowBrattleboro, VT2026-10-21
OpenArc Corporate Advisory, LLC
48,883$2.3M0.0%GrowthLowAtlanta, GA2026-10-21
Cutler Investment Counsel LLC
47,075$2.2M0.2%CoreLowJacksonville, OR2026-10-28
Glass Jacobson Investment Advisors llc
47,000$2.2M0.7%ETFLowOwings Mills, MD2026-10-26
Outlook Wealth Advisors, LLC
46,053$2.2M0.5%ETFMediumShenandoah, TX2026-10-28
Cullen T Bankers, Inc.
45,338$2.1M0.0%GrowthLowSan Antonio, TX2026-10-28
Tectonic Advisors LLC
44,027$2.1M0.1%YieldLowFrisco, TX2026-10-22
Spire Wealth Management
43,771$2.1M0.1%GrowthMediumMclean, VA2026-10-30
Advisory Solutions Group, LLC
43,770$2.1M0.4%ETFN/APlymouth, MN2026-10-14
Bokf, NA
43,344$2.0M0.0%CoreLowTulsa, OK2026-10-27
Johnson Financial Group, LLC
42,676$2.0M0.1%ETFLowDenver, CO2026-11-03
Sterling Investment Management, LLC
41,889$2.0M1.1%CoreMediumTucson, AZ2026-10-16
Sovran Advisors, LLC
41,149$1.9M0.1%ETFMediumSan Diego, CA2026-11-02
Lifestyle Asset Management, Inc.
40,618$1.9M0.5%ETFHighFriendswood, TX2026-10-20
Straight Path Wealth Management
40,553$1.9M0.4%ETFLowJenison, MI2026-10-23
Dynamic Advisor Solutions LLC
40,093$1.9M0.1%ETFLowPhoenix, AZ2026-10-13
Towerpoint Wealth, LLC
39,996$1.9M0.7%ETFLowSacramento, CA2026-10-13
TCI Wealth Advisors, Inc.
39,143$1.8M0.1%ETFLowTucson, AZ2026-10-30
Integrated Advisors Network LLC
39,089$1.8M0.1%GrowthMediumDallas, TX2026-10-20
WMG Financial Advisors, LLC
37,731$1.8M0.7%ETFLowKnoxville, TN2026-10-28
Westside Investment Management, Inc.
37,133$1.7M0.2%GrowthLowSanta Monica, CA2026-11-02
FAI Advisors, Inc.
37,069$1.7M0.7%GrowthLowFarmington Hills, MI2026-10-27
First Hawaiian Bank
36,700$1.7M0.2%ETFVery LowHonolulu, HI2026-10-14
Independent Financial Group, LLC
36,008$1.7M0.0%GrowthLowSan Diego, CA2026-10-13
Diversified Enterprises, LLC
35,496$1.7M0.1%ETFVery LowWilmington, DE2026-10-19
North Star Investment Management Corp.
34,978$1.6M0.1%CoreLowChicago, IL2026-10-27
Brindle & Bay Financial Advisors, LLC
34,755$1.6M0.6%ETFMediumFrisco, TX2026-10-15
Blueprint Financial Advisors LLC
34,691$1.6M0.2%GARPMediumGreensboto, NC2026-10-28
Novem Group
33,910$1.6M0.2%ETFMediumRochester, NY2026-10-19
Beacon Hill Wealth Management Ltd.
33,639$1.6M1.0%ETFN/AVictoria, UAE2026-10-21
Koshinski Asset Management, Inc.
33,048$1.5M0.1%ETFLowDecatur, IL2026-10-29
Stewardship Advisors, LLC
32,211$1.5M0.3%ETFMediumMount Joy, PA2026-10-20
Veratis Advisors, Inc.
30,916$1.4M1.1%ETFN/ACary, NC2026-11-03
Stonehaven Wealth & TAX Solutions, LLC
30,729$1.4M1.4%ETFLowAppleton, WI2026-10-22
Cordgrass Capital Advisors, LLC
30,351$1.4M0.5%CoreLowRaleigh, NC2026-10-30
Parallel Advisors, LLC
30,292$1.4M0.0%IndexLowSan Francisco, CA2026-11-03
Flagstar Securities, Inc
29,977$1.4M0.4%ETFVery LowNew York, NY2026-10-15
Rossby Financial, LCC
29,945$1.4M0.2%ETFMediumMelbourne, FL2026-11-05
Fort Henry Capital, LLC
29,902$1.4M0.8%ETFVery LowWheeling, WV2026-10-22
Carter Financial Group, Inc.
29,464$1.4M0.7%GrowthLowBarrington, IL2026-10-21
Ashton Thomas Securities, LLC
29,352$1.4M0.1%ETFMediumRochester, NY2026-10-26
Venture Visionary Partners LLC
29,257$1.4M0.0%CoreLowSylvania, OH2026-10-07
Stonekeep Investments, LLC
29,139$1.4M0.8%ETFLowSante Fe, NM2026-10-15
Uptown Financial Advisors LLC
29,011$1.4M1.0%ETFVery LowDallas, TX2026-10-15
LongView Wealth Management
28,948$1.4M0.3%ETFLowAtlanta, GA2026-10-19
TD Private Client Wealth LLC
28,594$1.3M0.0%ETFLowNew York, NY2026-10-28
Stash Investments, LLC
28,264$1.3M0.4%ETFVery LowNew York, NY2026-10-26
Mather Group, Llc.
28,166$1.3M0.0%ETFMediumChicago, IL2026-10-14
Signal Advisors Wealth, LLC
27,716$1.3M0.1%ETFLowDetroit, MI2026-10-13
Creekside Partners
27,401$1.3M0.5%ETFVery LowPetaluma, CA2026-11-04
Compass Ion Advisors, LLC
27,315$1.3M0.1%ETFVery LowConshohocken, PA2026-10-23
Summit Investment Advisors, Inc.\KS
27,302$1.3M0.6%N/AN/ALeawood, KS2026-11-05
Blueprint Investment Partners LLC
27,065$1.3M0.1%ETFMediumGreensboro, NC2026-10-28
Founders Financial Securities LLC
26,940$1.3M0.1%ETFMediumTowson, MD2026-10-28
Donalies Financial Planning, LLC
26,735$1.3M0.9%ETFVery LowWashington, DC2026-10-19
Birch Financial Group, LLC
26,731$1.3M0.6%CoreLowKeene, NH2026-10-27
Hazlett, Burt & Watson, Inc.
25,574$1.2K0.0%CoreVery LowWheeling, WV2026-11-04
Silverlake Wealth Management LLC
25,244$1.2M0.2%ETFLowWilliston, VT2026-10-21
Global Financial Private Client, LLC
25,148$1.2M0.3%GrowthLowSarasota, FL2026-10-15
B.O.S.S. Retirement Advisors, LLC
24,848$1.2M0.3%ETFMediumLehi, UT2026-10-26
Canandaigua National Bank & Trust Co
24,805$1.2M0.1%CoreVery LowCanandaigua, NY2026-10-07
Ironwood Wealth Management, Llc.
24,021$1.1M0.2%ETFLowChandler, AZ2026-10-28
Vilga Financial Planning LLC
23,963$1.1M0.7%ETFVery LowFair Lawn, NJ2026-10-09
JFS Wealth Advisors, LLC
23,883$1.1M0.1%ETFVery LowHermitage, PA2026-11-03
Landmark Wealth Management, Inc.
23,645$1.1M0.4%ETFLowNormal, IL2026-11-04
Sloy Dahl & Holst, LLC
23,425$1.1M0.2%Agg GrowthVery LowVancouver, WA2026-10-14
Eagle Rock Investment Company, LLC
23,325$1.1M0.1%CoreLowAtlanta, GA2026-10-21
Equita Financial Network, Inc.
23,023$1.1M0.3%ETFLowFort Washington, PA2026-10-19
Sanchez Gaunt Capital Management, LLC
22,932$1.1M0.6%ETFN/AReno, NV2026-11-03
Fiduciary Alliance LLC
22,870$1.1M0.1%CoreMediumGreenville, SC2026-10-13
Guidance Capital, Inc
22,761$1.1M0.2%ETFMediumLousville, KY2026-11-03
Inscription Capital, LLC
22,689$1.1M0.1%GARPMediumHouston, TX2026-11-02
Wedbush Securities Inc
22,646$1.1K0.0%CoreLowPasadena, CA2026-10-22
Jnba Financial Advisors
22,526$1.1M0.1%ETFMediumBloomington, MN2026-11-03
HUB Investment Partners, LLC
22,045$1.0M0.0%GrowthLowAustin, TX2026-11-03
Evanson Financial, LLC
21,968$1.0M0.1%ETFN/AMclean, VA2026-10-23
Davenport & Co LLC
21,714$1.0M0.0%CoreMediumRichmond, VA2026-10-14
Encompass More Asset Management
21,439$1.0M0.1%ETFHighDanville, CA2026-10-16
Cliftonlarsonallen Wealth Advisors, LLC
20,867$978.0K0.0%ETFLowMinneapolis, MN2026-10-14
CoreCap Advisors, LLC
20,863$977.9K0.0%ETFMediumSouthfield, MI2026-10-08
Acorn Wealth Advisors, LLC
20,623$966.6K0.2%ETFLowGrand Blanc, MI2026-10-19
L.K. Benson & Company, P.C.
20,414$956.8K0.3%YieldVery LowTimonium, MD2026-10-23
Transcendent Capital Group LLC
20,317$952.3K0.4%ETFMediumEdmond, OK2026-10-28
Facet Wealth, Inc.
20,309$951.9K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Kings Path Partners LLC
20,205$947.0K0.2%ETFVery LowSugar Land, TX2026-10-21
Tennessee Valley Asset Management Partners
20,049$939.7K0.1%ETFLowKnoxville, TN2026-11-03
Penobscot Wealth Management
19,747$925.5K0.2%ETFVery LowPortland, ME2026-10-21
Fagan Associates, Inc.
19,700$923.3K0.1%GrowthLowTroy, NY2026-10-13
Soltis Investment Advisors LLC
19,499$913.9K0.0%CoreMediumSt. George, UT2026-10-28
Washington Trust Advisors, Inc.
19,404$909.5K0.1%GrowthLowWellesley, MA2026-10-22
Allen Mooney & Barnes Investment Advisors LLC
19,266$903.0K0.1%ValueLowThomasville, GA2026-10-08
Defined Wealth Management, LLC
18,949$888.1K0.5%ETFLowBeaverton, OR2026-10-19
Sapient Capital LLC
18,734$878.1K0.0%GrowthMediumIndianapolis, IN2026-10-08
TD Waterhouse Canada Inc.
18,502$865.7K0.0%CoreLowToronto, Australia2026-10-16
Brighton Jones LLC
17,927$840.2K0.0%CoreVery LowSeattle, WA2026-11-03
Southland Equity Partners LLC
17,782$833.5K0.1%ETFLowWildwood, MO2026-10-14
Cornerstone Planning Group LLC
16,951$796.4K0.1%ETFMediumFairfield, NJ2026-10-16
Foster Victor Wealth Advisors, LLC
16,869$793.4K0.0%CoreMediumGreenville, SC2026-10-21
TMB Capital Partners, LLC
16,647$780.2K0.2%MomentumMediumLittle Rock, AR2026-10-20
BAM Wealth Management, LLC
16,514$774.0K0.4%ETFHighLakewood, CO2026-10-15
Victory Financial Group, LLC
16,394$768.4K0.1%ETFLowAustin, TX2026-10-27
Balefire, LLC
16,295$763.7K0.1%ETFMediumDallas, TX2026-10-09
Pacifica Partners Inc.
16,193$757.7K0.2%CoreLowSurrey, South Africa2026-10-09
City Center Advisors, LLC
16,001$750.0K0.6%ETFMediumTroy, MI2026-10-08
Endowment Wealth Management, Inc.
15,798$740.4K0.3%ETFMediumAppleton, WI2026-11-03
Rockland Trust Co
15,546$728.6K0.0%CoreLowHanover, MA2026-10-05
Ellis Investment Partners, LLC
15,515$727.2K0.1%ETFLowBerwyn, PA2026-10-21
Annex Advisory Services, LLC
15,088$707.2K0.0%GrowthHighBrookfield, WI2026-10-16
Provident Living Financial Services, Inc.
14,871$704.7K0.7%GARPLowLehi, UT2026-11-03
Verde Capital Management
14,851$696.1K0.1%ETFLowClarkston, MI2026-10-28
Christensen, King & Associates Investment Services, Inc.
14,825$694.8K0.3%ETFVery LowRichland, WA2026-10-22
International Assets Investment Management, LLC
14,770$691.1K0.0%CoreVery HighOrlando, FL2026-11-02
Associated Banc-Corp
14,659$687.1K0.0%CoreLowGreen Bay, WI2026-10-30
Robertson Stephens Wealth Management, LLC
14,528$680.9K0.0%ETFMediumSan Francisco, CA2026-10-16
Thrive Capital Management, LLC
14,345$672.4K0.1%CoreMediumFort Washington, PA2026-10-28
IVC Wealth Advisors LLC
14,171$664.2K0.3%GrowthLowSilverdale, PA2026-10-23
Forthright Family Wealth Advisory LLC
14,068$659.3K0.4%ETFHighHouston, TX2026-11-03
Innova Wealth Partners
13,988$655.6K0.3%ETFHighNewtown, PA2026-10-21
White Lighthouse Investment Management Inc.
13,694$641.9K0.1%ETFVery LowBedford, MA2026-10-21
Zenith Solutions, Inc.
13,653$639.9K0.6%ETFN/APhiladelphia, PA2026-10-19
Aprio Wealth Management, LLC
13,524$633.9K0.0%ETFMediumAtlanta, GA2026-10-28
Keybank National Association
13,464$631.1K0.0%CoreLowBrooklyn, OH2026-11-04
Essential Planning, Llc.
13,208$619.1K0.2%ETFLowPortsmouth, NH2026-10-21
LexAurum Advisors, LLC
13,121$615.0K0.1%ETFLowOverland Park, KS2026-10-19
TFB Advisors LLC
12,992$608.9K0.2%ETFLowOverland Park, KS2026-11-02
J.M. Arbour, LLC
12,985$608.6K0.5%CoreHighGardiner, ME2026-11-05
Innovative Wealth Building LLC
12,957$607.3K0.3%ETFVery LowCalifornia, MD2026-10-14
Richardson Financial Services Inc.
12,957$607.3K0.3%GrowthMediumMedway, MA2026-10-30
Badgley Phelps Wealth Managers, LLC
12,526$587.1K0.0%GrowthVery LowSeattle, WA2026-10-22
Axxcess Wealth Management, LLC
12,422$582.2K0.0%CoreLowCarlsbad, CA2026-10-21
Accurate Wealth Management, LLC
12,353$580.7K0.1%CoreMediumWesley Chapel, FL2026-10-20
Chicago Capital, LLC
12,295$576.3K0.0%GrowthLowChicago, IL2026-10-13
Cahaba Wealth Management, Inc.
12,251$574.2K0.0%ETFVery LowAtlanta, GA2026-10-26
Global Wealth Management Investment Advisory, Inc.
12,206$572.1K0.1%CoreLowFort Lauderdale, FL2026-11-04
Shayne & Jacobs, LLC
12,060$565.3K0.2%ValueVery LowNashville, TN2026-10-21
Williams Jones Wealth Management, Llc.
12,000$562.4K0.0%GrowthLowNew York, NY2026-11-05
RCS Financial Planning, LLC
11,960$560.6K0.3%ETFMediumAnnapolis, MD2026-10-14
SilverOak Wealth Management LLC
11,893$557.4K0.1%ETFVery LowEdina, MN2026-10-29
Pinnacle Bancorp, Inc.
11,673$547.1K0.1%CoreVery LowBeatrice, NE2026-10-21
Wealthcare Advisory Partners LLC
11,653$546.2K0.0%ETFLowWest Chester, PA2026-10-21
Hardworking Capital Advisors, LLC
11,635$545.3K0.4%GrowthMediumPalm Desert, CA2026-10-20
Harmony Asset Management LLC
11,555$541.6K0.1%GrowthMediumScottsdale, AZ2026-10-20
Allegiance Financial Group Advisory Services LLC
11,241$526.9K0.1%ETFLowVienna, VA2026-11-02
Clear Creek Financial Management, LLC
11,226$526.2K0.0%ETFMediumSilverdale, WA2026-10-28
Pacific Park Financial, Inc.
11,032$517.1K0.3%ETFMediumLagina Hills, CA2026-10-13
Private Management Group Inc
10,830$507.6K0.0%YieldLowIrvine, CA2026-11-04
Diesslin Group, Inc.
10,815$506.9K0.2%ETFMediumFort Worth, TX2026-10-14
Myecfo, LLC
10,793$505.9K0.2%ETFVery LowLa Jolla, CA2026-10-14
Independent Wealth Network Inc.
10,607$497.2K0.1%ETFMediumUrbandale, IA2026-10-19
MMA Asset Management LLC
10,590$496.3K0.2%ETFMediumNew York, NY2026-11-02
Joel Adams & Associates, Inc.
10,573$495.6K0.3%ETFLowAsheville, NC2026-11-02
Simplicity Wealth,LLC
10,501$492.2K0.0%ETFLowSummit, NJ2026-10-23
Aspen Wealth Management LLC
10,491$491.7K0.1%ETFLowFort Worth, TX2026-10-14
JIM Saulnier & Associates, LLC
10,441$489.4K0.2%ETFLowFort Collins, CO2026-11-04
Ramiah Investment Group
10,395$487.2K0.4%ETFHighBrookfield, WI2026-10-20
Kingswood Wealth Advisors, LLC
10,252$480.5K0.0%GrowthLowSan Diego, CA2026-10-23
Lynx Investment Advisory
10,235$479.7K0.2%ETFLowWashington, Dc, DC2026-10-27
Wesbanco Bank Inc
10,159$476.2K0.0%CoreLowWheeling, WV2026-11-04
Refined Wealth Management
9,986$468.0K0.3%ETFMediumSalt Lake City, UT2026-10-13
Private Wealth Management Group, LLC
9,985$468.0K0.1%ETFLowPrinceton, NJ2026-10-19
MLG Wealth Management DBA Pine Grove Financial Group
9,985$468.0K0.0%ETFMediumWoodbury, MN2026-10-13
Noesis Capital Mangement Corp
9,897$463.9K0.1%CoreVery LowBoca Raton, FL2026-10-26
Financial Consulate, Inc
9,736$456.3K0.1%ETFLowHunt Valley, MD2026-10-23
GC Wealth Management RIA, LLC
9,622$451.0K0.0%GrowthMediumCambridge, MA2026-11-02
Signature Equity Partners, LLC
9,592$449.6K0.2%GrowthMediumColumbus, OH2026-10-29
Churchill Financial Advisors, LLC
9,532$446.8K0.1%CoreLowLouisville, KY2026-10-20
Dynamic Wealth Strategies, LLC
9,503$445.4K0.2%ETFLowGranite Bay, CA2026-10-16
Providence First Trust Co
9,464$443.6K0.1%ETFMediumScottsdale, AZ2026-11-02
Oppenheimer & Co Inc
9,455$443.2K0.0%CoreLowNew York, NY2026-10-26
Lido Advisors, LLC
9,410$441.1K0.0%GrowthLowLos Angeles, CA2026-11-04
Waystone Advisors LLC
9,406$455.5K0.3%ETFLowRedmond, WA2026-10-16
Xena Financial Planning, LLC
9,362$438.8K0.4%ETFVery LowPortland, OR2026-10-13
HBW Advisory Services LLC
9,335$437.5K0.0%ETFMediumSimi Valley, CA2026-10-15
BridgePort Financial Solutions, LLC
9,250$433.6K0.1%ETFLowFairfield, IA2026-11-02
Courage Miller Partners, LLC
9,129$427.9K0.1%ETFVery LowNorfolk, VA2026-10-21
CRA Financial Services, LLC
9,076$425.4K0.0%ETFVery LowNorthfield, NJ2026-10-16
Mallini Complete Financial Planning LLC
9,025$423.0K0.3%ETFMediumGainesville, FL2026-10-06
Verdence Capital Advisors LLC
9,008$422.2K0.0%CoreMediumHunt Valley, MD2026-10-26
Waller Financial Planning Group, Inc
8,885$416.4K0.1%ETFMediumColumbus, OH2026-10-07
Titleist Asset Management, LLC
8,813$413.0K0.0%ETFLowSan Antonio, TX2026-10-08
Midwest Financial Partners Investments, Inc.
8,684$407.0K0.2%ETFVery LowSt. Cloud, MN2026-10-08
Markowski Investments
8,561$401.2K0.1%ETFN/ATampa, FL2026-10-30
Ascentis Independent Advisors
8,476$397.4K0.0%ETFLowDallas, TX2026-11-03
Lantern Wealth Advisors, LLC
8,468$396.9K0.2%GrowthLowMelville, NY2026-10-22
Presilium Private Wealth, LLC
8,455$396.3K0.1%ETFVery LowRadnor, PA2026-10-26
Beacon Financial Advisory LLC
8,404$393.9K0.1%ETFLowCleveland, OH2026-10-16
FSA Wealth Partners, Inc.
8,332$390.5K0.1%ETFHighRockville, MD2026-10-26
Gibraltar Capital Management, Inc.
8,320$390.0K0.1%CoreLowTulsa, OK2026-10-27
Integrity Advisory Solutions, LLC
8,157$382.3K0.0%ETFMediumDallas, TX2026-10-29
Coastline Trust Co
8,153$382.1K0.0%GrowthVery LowProvidence, RI2026-10-01
Gilliland Jeter Wealth Management LLC
8,093$379.3K0.1%GrowthVery LowLittle Rock, AR2026-10-28
Mechanics Bank Trust Department
8,032$376.5K0.0%CoreLowWalnut Creek, CA2026-10-13
TrustWell Financial Advisors, LLC
7,970$373.5K0.3%ETFMediumJacksonville, FL2026-10-15
Cap Partners, LLC
7,961$373.1K0.2%ETFLowFranklin, TN2026-10-19
Barrett & Company, Inc.
7,865$368.6K0.1%ETFLowProvidence, RI2026-10-22
Websterrogers Financial Advisors, LLC
7,846$367.7K0.1%ETFVery LowFlorence, SC2026-11-02
Kohmann Bosshard Financial Services, LLC
7,840$367.5K0.0%ETFLowFairlawn, OH2026-11-04
Maia Wealth LLC
7,808$366.0K0.1%ETFMediumDenver, CO2026-10-19
Frank, Rimerman Advisors LLC
7,729$362.2K0.0%GrowthLowPalo Alto, CA2026-10-16
Silver Grove Financial Group, Inc.
7,725$362.1K0.2%CoreMediumOrchard Park, NY2026-11-05
Raleigh Capital Management Inc.
7,724$362.0K0.1%CoreMediumCary, NC2026-10-28
City Holding Co
7,600$356.1K0.0%CoreLowCharleston, WV2026-10-19
SeaCrest Wealth Management, LLC
7,519$352.4K0.0%GrowthLowPurchase, NY2026-10-21
Oceanside Advisors LLC
7,489$351.0K0.2%ETFVery LowMount Pleasant, SC2026-11-03
Archer Investment Corp
7,457$349.5K0.1%CoreMediumCarmel, IN2026-11-05
LAM Group, Inc.
7,390$346.4K0.2%ETFVery LowLake Oswego, OR2026-10-26
Oregon Pacific Wealth Management, LLC
7,353$344.6K0.3%ETFMediumMedford, OR2026-10-20
Moneco Advisors, LLC
7,273$340.9K0.0%ETFLowFairfield, CT2026-11-05
Oak Harvest Investment Services
7,240$339.4K0.0%GrowthMediumHouston, TX2026-10-20
MassMutual Private Wealth & Trust, FSB
7,200$337.5K0.0%CoreLowSpringfield, MA2026-10-05
Northern Lights Advisors, Inc.
7,162$335.7K0.2%ETFVery LowSeattle, WA2026-10-21
Lodestone Wealth Management LLC
7,107$333.1K0.1%CoreLowSpokane, WA2026-10-14
Reap Financial Group, LLC
7,088$332.2K0.1%ETFLowAustin, TX2026-11-02
Indiana Trust & Investment Management Co
7,000$328.1K0.1%GrowthLowMishawaka, IN2026-10-22
Verity Asset Management, Inc.
6,980$327.2K0.1%CoreMediumDurham, NC2026-10-30
TrueWealth Advisors, LLC
6,845$320.8K0.1%ETFMediumBirmingham, AL2026-10-09
Altiora Financial Group, LLC
6,800$318.7K0.1%ETFLowLebanon, OH2026-11-04
Family Wealth Partners, LLC
6,786$318.1K0.1%ETFLowMatthews, NC2026-10-20
Carroll Advisory Group, LLC
6,744$316.1K0.1%ETFVery LowTexarkana, TX2026-10-16
Evolution Wealth Management Inc.
6,707$314.4K0.2%ETFMediumFort Myers, FL2026-10-28
Salus Financial Advisors, LLC
6,680$313.1K0.1%ETFVery LowColorado Springs, CO2026-10-20
Patten Group, Inc.
6,636$311.0K0.0%CoreLowChattanooga, TN2026-10-26
Sound Income Strategies, LLC
6,586$309.1K0.0%YieldMediumFt Lauderdale, FL2026-10-09
Sagespring Wealth Partners, LLC
6,585$308.7K0.0%ETFLowFranklin, TN2026-10-22
Tucker Asset Management LLC
6,541$306.6K0.1%ETFMediumLittleton, CO2026-10-29
WPG Advisers, LLC
6,531$306.1K0.2%CoreLowBaltimore, MD2026-10-27
Charles Schwab Trust Co
6,511$305.2K0.0%ETFLowHenderson, NV2026-10-15
Cape Investment Advisory, Inc.
6,445$302.0K0.1%ETFLowMcdonough, GA2026-10-13
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
6,371$298.6K0.2%ETFVery LowLynchburg, VA2026-10-27
Hutchens & Kramer Investment Management Group, LLC
6,364$298.3K0.1%ETFLowIndianapolis, IN2026-10-16
Merited Wealth, LLC
6,255$293.2K0.2%ETFMediumNorth Bay Village, FL2026-10-13
BluePrint Investing LLC
6,220$291.5K0.2%ETFLowSan Francisco, CA2026-10-14
Aspect Partners, LLC
6,124$287.0K0.1%ETFMediumFairfax, VA2026-10-20
Citizens Financial Group Inc
6,073$284.6K0.0%GrowthLowProvidence, RI2026-10-23
Integrity Alliance, Llc.
6,053$283.7K0.0%ETFMediumUrbandale, IA2026-10-29
New England Private Wealth Advisors LLC
5,958$279.2K0.0%ETFVery LowWellesley, MA2026-10-19
Capital Investment Advisory Services, LLC
5,940$278.3K0.0%CoreMediumRaleigh, NC2026-10-30
Occidental Asset Management, LLC
5,867$275.0K0.0%GrowthLowBurlingame, CA2026-11-05
Park Edge Advisors, LLC
5,853$274.3K0.1%CoreMediumCleveland, OH2026-10-28
Advisortrust Partners, LLC
5,842$273.8K0.1%CoreHighRaleigh, NC2026-11-02
Todd Wealth Management, LLC
5,794$271.6K0.2%GARPVery LowVenice, FL2026-10-19
Hardin Capital Partners, LLC
5,744$269.2K0.1%YieldVery LowGreenville, SC2026-10-09
Creative Financial Designs Inc
5,676$266.0K0.0%ETFMediumKokomo, IN2026-11-04
Centurion Wealth Management LLC
5,657$265.1K0.1%ETFMediumMclean, VA2026-10-13
ProCore Advisors, LLC
5,656$265.1K0.3%GARPLowNewport Beach, CA2026-10-14
Focus Financial Network, Inc.
5,637$264.2K0.0%ETFLowMinneapolis, MN2026-10-14
Cannon Advisors, Inc.
5,624$264.4K0.2%GrowthHighCharlotte, NC2026-10-14
Princeton Global Asset Management LLC
5,617$263.3K0.0%GrowthLowPrinceton, NJ2026-10-21
Root Financial Partners, LLC
5,534$259.4K0.0%ETFMediumEncinitas, CA2026-10-21
Onyx Bridge Wealth Group LLC
5,499$257.8K0.0%ETFMediumTarrytown, NY2026-10-16
Financial Guidance Group, Inc.
5,394$252.8K0.1%ETFVery LowPalm Harbor, FL2026-10-21
DecisionPoint Financial, LLC
5,347$250.2K0.0%ETFVery LowMesa, AZ2026-10-27
Buck Wealth Strategies, LLC
5,330$249.8K0.0%ValueMediumDenver, CO2026-10-28
Rede Wealth, LLC
5,303$248.5K0.1%ValueMediumCharlottesville, VA2026-10-22
Kelly Financial Services LLC
5,301$248.5K0.1%ETFMediumBraintree, MA2026-10-20
Pacific Asset Management, LLC
5,299$248.4K0.1%ETFVery LowGig Harbor, WA2026-10-15
Sterling Investment Counsel, LLC
5,296$248.2K0.1%GrowthLowBuffalo, NY2026-10-19
Brewster Financial Planning LLC
5,220$244.7K0.1%ETFVery LowBrooklyn, NY2026-10-13
Lederer & Associates Investment Counsel
5,165$2420.0%GrowthLowLong Beach, CA2026-10-23
Five Oceans Advisors
5,111$239.5K0.1%ETFVery LowCarlsbad, CA2026-10-22
Cornerstone Wealth Management, LLC
5,111$239.6K0.0%ETFVery LowSt. Peters, MO2026-11-04
Alpha Omega Wealth Management LLC
5,097$238.9K0.0%ValueLowRichmond, VA2026-10-23
Caliber Wealth Management, LLC / KS
5,040$236.2K0.0%ETFLowOverland Park, KS2026-11-04
Mission Wealth Management, LP
5,004$234.5K0.0%ETFLowSanta Barbara, CA2026-10-15
RMR Wealth Builders
4,993$234.0K0.0%ETFLowMontclair, NJ2026-10-22
Integrity Investment Advisors, LLC
4,927$230.9K0.1%ETFMediumFort Collins, CO2026-11-03
Hanson & Doremus Investment Management
4,834$2270.0%CoreVery LowBurlington, VT2026-10-16
Valeo Financial Advisors, LLC
4,808$225.4K0.0%ETFLowCarmel, IN2026-10-08
Cypress Point Wealth Management, LLC
4,799$224.9K0.0%ETFLowDallas, TX2026-11-03
Stockman Wealth Management, Inc.
4,787$224.4K0.0%CoreLowBillings, MT2026-10-27
Colton Groome Financial Advisors, LLC
4,785$224.3K0.1%ETFLowAsheville, NC2026-10-06
Tenon Financial LLC
4,699$220.2K0.1%ETFVery LowMetuchen, NJ2026-10-14
Bauman Advisory Group, LLC
4,650$218.0K0.1%ETFMediumLas Vegas, NV2026-10-29
Carmel Capital Partners, LLC
4,637$217.3K0.1%ValueMediumSan Diego, CA2026-11-03
Verus Capital Partners, LLC
4,581$214.7K0.0%GrowthLowScottsdale, AZ2026-11-03
Glenview Trust Co
4,538$212.7K0.0%GrowthVery LowLouisville, KY2026-10-28
Fiscal Wisdom Wealth Management, LLC
4,523$212.0K0.3%ETFMediumCanton, CT2026-10-16
KFA Private Wealth Group, LLC
4,494$210.6K0.0%ETFLowTysons, VA2026-10-07
Latitude Advisors, LLC
4,493$210.6K0.1%ETFLowYorkville, IL2026-10-27
Willow Creek Wealth Management Inc.
4,455$208.8K0.0%ETFVery LowSebastopol, CA2026-10-26
Brucke Financial, Inc.
4,455$208.8K0.1%GrowthMediumIndianapolis, IN2026-10-23
Gordian Advisors LLC
4,420$207.2K0.1%ETFVery LowTucson, AZ2026-10-30
Impact Capital Partners LLC
4,373$205.0K0.1%GrowthLowGreenwood Village, CO2026-10-22
Foguth Wealth Management, Llc.
4,370$206.0K0.0%ETFHighBrighton, MI2026-10-19
Islay Capital Management, LLC
4,342$203.5K0.1%ETFMediumLubbock, TX2026-10-20
Yoffe Investment Management, LLC
4,328$202.9K0.2%CoreVery LowLemoyne, PA2026-11-02
Econ Financial Services Corp
4,309$202.0K0.1%YieldVery HighHarrisburg, PA2026-10-19
Patriot Financial Group Insurance Agency, LLC
4,307$201.9K0.0%GrowthLowWalpole, MA2026-10-14
IFC & Insurance Marketing, Inc.
4,279$200.6K0.2%ETFHighAuburn, CA2026-10-16
HB Wealth Management, LLC
4,279$200.5K0.0%IndexVery LowAtlanta, GA2026-10-23
Stone House Investment Management, LLC
3,682$172.6K0.0%ETFMediumTunkhannock, PA2026-10-23
Private Trust Co NA
3,311$155.2K0.0%CoreLowCleveland, OH2026-10-20
Pioneer Family Office, LLC
3,177$148.9K0.1%ETFMediumNorth Miami Beach, FL2026-10-30
S.A. Mason LLC
2,971$139.3K0.0%GrowthVery LowHolland, MI2026-10-13
Physician Wealth Advisors, Inc.
2,889$135.4K0.0%ETFMediumMidvale, UT2026-10-20
Holos Integrated Wealth LLC
2,881$135.5K0.1%ETFLowKennett Square, PA2026-10-23
Investment Research & Advisory Group, Inc.
2,879$134.9K0.0%GrowthVery LowAtlanta, GA2026-10-19
Balance Wealth Partners LLC
2,829$132.6K0.0%ETFMediumWorthington, OH2026-10-27
American National Bank & Trust
2,780$130.3K0.0%CoreVery LowWichita Falls, TX2026-10-07
Wilmington Savings Fund Society, FSB
2,585$121.2K0.0%CoreLowWilmington, DE2026-10-23
Pinnacle Wealth Planning Services, Inc.
2,293$107.5K0.0%GARPLowMansfield, OH2026-10-27
Cherry Tree Wealth Management, LLC
2,281$106.9K0.0%ETFVery LowMinnetonka, MN2026-10-15
Larson Financial Group LLC
2,264$106.1K0.0%GrowthLowSt Louis, MO2026-11-05
Murphy & Mullick Capital Management Corp
1,906$89.3K0.1%GrowthLowSmithtown, NY2026-11-02
Go Invest LLC
1,821$85.3K0.0%ETFN/AWest Jordan, UT2026-10-09
Farmers & Merchants Investments Inc
1,668$78.2K0.0%CoreVery LowLincoln, NE2026-10-22
GK Wealth Management LLC
1,642$76.9K0.0%GARPVery HighReno, NV2026-10-09
Smallwood Wealth Investment Management, LLC
1,533$71.9K0.0%ETFVery LowRed Bank, NJ2026-10-30
Financial Management Professionals, Inc.
1,471$68.9K0.0%ETFMediumAustin, TX2026-10-23
William Mack & Associates, Inc.
1,448$67.9K0.0%ETFLowTroy, MI2026-10-27
Compass Financial Management LLC
1,391$65.2K0.0%CoreN/ATampa, FL2026-10-30
Harbor Investment Advisory, LLC
1,335$62.6K0.0%GrowthLowLutherville, MD2026-10-13
Golden State Wealth Management, LLC
1,241$58.2K0.0%ETFMediumSanta Ana, CA2026-11-02
Kelleher Financial Advisors
1,200$56.2K0.0%CoreMediumNew York, NY2026-10-30
UMB Private Wealth Management, LLC
1,135$53.2K0.1%GrowthN/AKansas City, MO2026-10-19
Chilton Capital Management LLC
1,105$51.8K0.0%GrowthMediumHouston, TX2026-10-28
Quest 10 Wealth Builders, Inc.
1,053$49.4K0.0%ETFLowFuquay-Varina, VA2026-11-02
Blue Trust, Inc.
1,032$48.4K0.0%ETFLowBrentwood, TN2026-10-15
USA Financial Formulas
974$45.7K0.0%ETFVery HighAda, MI2026-10-16
Triumph Capital Management
937$43.9K0.0%ETFMediumDenver, CO2026-10-14
Blueline Advisors LLC
937$43.9K0.0%ETFLowExeter, NH2026-10-15
First Premier Bank
928$430.0%CoreVery LowSioux Falls, SD2026-10-13
Investors Research Corp
909$42.6K0.0%ETFLowAtlanta, GA2026-10-07
Asset Dedication, LLC
840$39.4K0.0%ETFLowSan Francisco, CA2026-11-03
Rosenberg Matthew Hamilton
817$38.3K0.0%ETFVery LowGrand Junction, CO2026-10-05
Transce3nd, LLC
795$37.4K0.0%GrowthLowBuda, TX2026-10-26
Parkside Financial Bank & Trust
753$35.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
Team Financial Group, LLC
710$33.3K0.0%ETFLowTemecula, CA2026-10-30
Gamma Investing LLC
693$32.5K0.0%IndexVery LowFoster City, CA2026-10-08
Kozak & Associates, Inc.
684$32.3K0.0%ETFLowHighlands Ranch, CO2026-10-29
Abound Wealth Management
655$30.7K0.0%ETFVery LowFranklin, TN2026-10-26
Nfsg Corp
630$29.5K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
NorthAvenue LLC
618$29.0K0.0%ETFVery LowColumbus, OH2026-10-29
Center for Financial Planning, Inc.
610$28.6K0.0%ETFLowSouthfied, MI2026-10-26
Bangor Savings Bank
583$27.3K0.0%ETFLowBangor, ME2026-10-06
LFA - Lugano Financial Advisors SA
543$25.5K0.0%ETFLowLugano, Switzerland2026-11-03
Maryland Capital Advisors Inc.
536$25.1K0.0%ETFVery LowChester, MD2026-10-15
Key Capital Management, Inc
513$24.0K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Carolina Wealth Advisors, LLC
453$21.2K0.0%YieldHighMyrtle Beach, SC2026-10-23
Southern Michigan Bank & Trust
450$21.1K0.0%ETFLowColdwater, MI2026-10-19
Clark Wealth Partners
413$19.4K0.0%ETFVery LowO'Fallon, IL2026-10-19
Main Street Group, LTD
395$18.5K0.0%ETFMediumGlen Allen, VA2026-10-28
Kroeger Financial Partners
382$17.9K0.0%ETFN/AGrass Valley, CA2026-10-19
Beacon Financial Strategies Corp
372$17.4K0.0%ETFVery LowRaleigh, NC2026-10-14
Eastern Bank
366$17.2K0.0%GrowthMediumBoston, MA2026-10-05
Provenance Wealth Advisors, LLC
345$16.2K0.0%ETFLowFort Lauderdale, FL2026-10-30
Rakuten Securities, Inc.
342$16.0K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Independence Bank of Kentucky
316$14.8K0.0%GrowthLowOwensboro, KY2026-10-26
Schuylkill Financial LLC
249$11.7K0.0%ETFN/AWyomissing, PA2026-10-21
Kingdom Financial Group Llc.
247$11.6K0.0%ETFMediumPeoria, AZ2026-11-04
Signaturefd, LLC
243$11.4K0.0%IndexLowAtlanta, GA2026-10-23
Foresight Capital Management Advisors, Inc.
210$9.8K0.0%CoreMediumSaline, MI2026-10-27
Horizon Financial Services, LLC
209$9.8K0.0%ETFLowWinston Salem, NC2026-11-04
Gilpin Wealth Management, LLC
187$8.8K0.0%GrowthLowDenver, CO2026-10-09
Eukles Asset Management
186$8.7K0.0%CoreLowCincinnati, OH2026-11-04
Inspire Investing, LLC
186$8.7K0.0%GARPHighMeridian, ID2026-10-22
Towne Trust Company, N.a
184$8.6K0.0%CoreLowNewport News, VA2026-10-28
Advocate Investing Services LLC
176$8.2K0.0%ETFLowWoodbine, MD2026-10-26
Caldwell Trust Co
150$7.0K0.0%GrowthLowVenice, FL2026-10-30
American Capital Advisory, LLC
138$6.5K0.0%ETFLowKetchum, ID2026-10-28
Oakworth Capital, Inc.
136$6.4K0.0%ETFLowBirmingham, AL2026-10-26
First Bancorp, Inc
123$5.8K0.0%ValueVery LowDamariscotta, ME2026-10-26
Salomon & Ludwin, LLC
98$4.6K0.0%ETFVery LowRichmond, VA2026-10-29
Nova Financial LLC
88$4.1K0.0%N/AN/ATucson, AZ2026-11-04
Affinity Wealth LLC
79$3.7K0.0%ETFHighCanton, OH2026-11-03
Sunrise Financial Services, LLC
74$3.5K0.0%ETFMediumBurien, WA2026-10-21
High Point Wealth Management, LLC
60$2.8K0.0%ETFLowChester, NJ2026-11-05
Clayton Financial Group LLC
53$2.5K0.0%ETFLowSt. Louis, MO2026-10-13
Activest Wealth Management
53$2.5K0.0%ETFLowAventura, FL2026-10-15
Moisand Fitzgerald Tamayo, LLC
43$2.0K0.0%ETFVery LowOrlando, FL2026-10-15
Arlington Trust Co LLC
38$1.8K0.0%ETFMediumBirmingham, AL2026-10-20
Rydar Equities, Inc.
37$1.7K0.0%CoreVery LowWeatherford, TX2026-10-13
Cassaday & Co Wealth Management LLC
34$1.6K0.0%ETFVery LowMclean, VA2026-10-27
Hara Capital LLC
30$1.4K0.0%Deep ValueMediumBellevue, WA2026-10-30
Signature Resources Capital Management, LLC
30$1.4K0.0%ETFLowNewport Beach, CA2026-10-16
Concord Wealth Partners
24$1.1K0.0%GrowthLowAbingdon, VA2026-11-02
Livelsberger Financial Advisory
23$1.1K0.0%YieldVery LowAshland, OH2026-10-28
McCarley & Cook Financial Planners
20$9370.0%ETFLowCincinnati, OH2026-10-21
Quaker Wealth Management, LLC
20$9380.0%ETFMediumMoorestown, NJ2026-10-22
Reyes Financial Architecture, Inc.
15$7030.0%ETFVery HighSan Diego, CA2026-10-22
Wealth Enhancement Trust Services, Inc.
9$4220.0%GrowthMediumSioux Falls, SD2026-10-07
Halbert Hargrove Global Advisors, LLC
7$3290.0%ETFLowLong Beach, CA2026-10-16
Dhjj Financial Advisors, Ltd.
6$2820.0%ETFVery LowNaperville, IL2026-10-23
Wolff Wiese Magana LLC
5$2350.0%GrowthLowCarslbad, CA2026-10-15
Bell Investment Advisors, Inc
3$1410.0%ETFVery LowOrinda, CA2026-10-29
Downshift Financial, LLC
2$940.0%ETFLowBoulder, CO2026-10-13
Cedar Mountain Advisors, LLC
2$940.0%ETFVery LowLake Oswego, OR2026-10-15
Mosley Wealth Management
1$480.0%ETFHighAnaheim, CA2026-10-16