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Vanguard Energy ETF (VDE)

CUSIP: 92204A306 | NYSE | 1919 institutional holders

Quarters

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

Beacon Capital Management, Inc.575,234
6.2% of portfolio›$99.0M
Greenwood Gearhart LLC189,497
1.5% of portfolio›$32.6M
Evergreen Capital Management LLC145,617
0.4% of portfolio›$25.1M
Cambridge Investment Research Advisors, Inc.134,304
0.0% of portfolio›$23.1K
Allen Wealth Management, LLC104,761
8.8% of portfolio›$18.0M
Commonwealth Equity Services, LLC87,193
0.0% of portfolio›$15.0M
CMH Wealth Management LLC82,242
2.1% of portfolio›$14.2M
Grove Bank & Trust78,536
1.3% of portfolio›$13.5M
Lido Advisors, LLC66,580
0.0% of portfolio›$11.5M
Creative Planning64,562
0.0% of portfolio›$11.1M
Bfsg, LLC62,732
0.9% of portfolio›$10.8M
Fifth Third Bancorp54,270
0.0% of portfolio›$9.3M
Montag A & Associates Inc50,325
0.4% of portfolio›$8.7M
Kestra Advisory Services, LLC49,445
0.0% of portfolio›$8.5M
HWG Holdings LP47,642
1.9% of portfolio›$8.2M
KCM Investment Advisors LLC47,630
0.2% of portfolio›$8.2M
Choreo, LLC45,347
0.1% of portfolio›$7.8M
Prospera Financial Services Inc43,538
0.1% of portfolio›$8.5M
Atria Investments, Inc43,197
0.1% of portfolio›$7.4M
Miramontes Capital, LLC42,207
2.2% of portfolio›$7.3M
Gerald Baker Financial Group LLC41,534
2.0% of portfolio›$7.2M
Strengthening Families & Communities, LLC40,986
1.5% of portfolio›$7.1M
Guardian Wealth Management, LLC36,914
1.8% of portfolio›$6.4M
Truist Financial Corp35,592
0.0% of portfolio›$6.1M
M Holdings Securities, Inc.35,437
0.0% of portfolio›$6.6K
Royal Fund Management, LLC34,190
0.5% of portfolio›$5.9M
Assetmark, Inc33,578
0.0% of portfolio›$5.8M
GoalFusion Wealth Management, LLC32,493
2.2% of portfolio›$5.6M
Journey Advisory Group, LLC31,668
0.4% of portfolio›$5.5M
CX Institutional30,700
0.1% of portfolio›$5.3K
Concurrent Investment Advisors, LLC29,842
0.0% of portfolio›$5.1M
Parallel Advisors, LLC28,971
0.1% of portfolio›$5.0M
Wealth Enhancement Advisory Services, LLC28,265
0.0% of portfolio›$4.6M
Ashton Thomas Private Wealth, LLC28,245
0.1% of portfolio›$4.9M
Seamount Financial Group Inc27,894
1.9% of portfolio›$4.8M
Thrivent Financial for Lutherans26,598
0.0% of portfolio›$4.6K
Retirement Planning Group, LLC25,870
0.1% of portfolio›$4.5M
Keudell ison Wealth Management25,827
0.8% of portfolio›$4.4M
Uptown Financial Advisors LLC25,078
3.1% of portfolio›$4.3M
MassMutual Private Wealth & Trust, FSB24,691
0.1% of portfolio›$4.3M
Cherry Creek Investment Advisors, Inc.23,039
1.5% of portfolio›$4.0M
Stegent Equity Advisors, Inc.21,999
3.0% of portfolio›$3.8M
Sarasin & Partners LLP21,381
0.0% of portfolio›$3.7M
Smallwood Wealth Investment Management, LLC21,287
1.5% of portfolio›$3.7M
My Personal CFO, LLC21,188
1.3% of portfolio›$3.6M
D.A. Davidson & Co.20,766
0.0% of portfolio›$3.6M
Go Invest LLC20,544
0.7% of portfolio›$3.5M
AlphaCore Capital LLC20,287
0.1% of portfolio›$3.5M
Brookstone Capital Management20,286
0.0% of portfolio›$3.5M
North Forty Two & Co.19,762
2.8% of portfolio›$3.4M
Simplicity Wealth,LLC19,284
0.1% of portfolio›$3.3M
Founders Grove Wealth Partners, LLC18,409
0.6% of portfolio›$3.2M
Waldron Private Wealth LLC18,170
0.1% of portfolio›$3.1M
HB Wealth Management, LLC18,121
0.0% of portfolio›$3.1M
Bokf, NA17,644
0.0% of portfolio›$3.0M
Citizens Financial Group Inc17,580
0.0% of portfolio›$3.0M
RFG Holdings, Inc.16,868
0.6% of portfolio›$2.9M
Dahring | Cusmano LLC16,804
1.3% of portfolio›$2.9M
Mission Wealth Management, LP16,405
0.0% of portfolio›$2.8M
Buck Wealth Strategies, LLC15,740
0.3% of portfolio›$2.7M
WBH Advisory Inc15,454
0.2% of portfolio›$2.7M
Independent Financial Group, LLC15,375
0.0% of portfolio›$2.6M
Bank of New York Mellon Corp14,287
0.0% of portfolio›$2.5M
Y-Intercept (Hong Kong) Ltd14,220
0.1% of portfolio›$2.4M
Sigma Planning Corp13,808
0.1% of portfolio›$2.3M
Shuttleworth & Co13,120
1.8% of portfolio›$2.3M
Brighton Jones LLC12,799
0.0% of portfolio›$2.2M
Evolution Wealth Advisors, LLC12,701
0.2% of portfolio›$2.2M
Gibraltar Capital Management, Inc.12,605
0.3% of portfolio›$2.2M
Salomon & Ludwin, LLC12,327
0.2% of portfolio›$2.1M
Accel Wealth Management12,280
0.5% of portfolio›$2.1M
Trust Co of Oklahoma12,161
0.6% of portfolio›$2.1M
Citigroup Inc11,885
0.0% of portfolio›$2.0M
Stapp Wealth Management, Pllc11,459
2.6% of portfolio›$2.0M
Blue Trust, Inc.11,163
0.0% of portfolio›$1.9M
Patriot Investment Management Group, Inc.11,162
0.1% of portfolio›$1.9M
Curran Financial Partners, LLC11,073
0.3% of portfolio›$1.9M
Partners Wealth Management, LLC10,820
0.2% of portfolio›$1.9M
Fifth Third Securities, Inc.10,807
0.1% of portfolio›$1.9M
Park National Corp10,677
0.0% of portfolio›$1.8M
Oppenheimer & Co Inc10,232
0.0% of portfolio›$1.8M
Meridian Wealth Management, LLC9,978
0.1% of portfolio›$1.7M
Koshinski Asset Management, Inc.9,765
0.1% of portfolio›$1.7M
J.W. Cole Advisors, Inc.9,747
0.0% of portfolio›$1.7M
Noble Family Wealth, LLC9,706
0.3% of portfolio›$1.7M
Factor Wealth Management LTD9,636
0.3% of portfolio›$1.7M
Sharper & Granite LLC9,397
0.6% of portfolio›$1.6M
SBI Securities Co., Ltd.9,252
0.0% of portfolio›$1.6M
Carolina Wealth Management Inc9,033
0.7% of portfolio›$1.6M
Raab & Moskowitz Asset Management LLC8,860
0.3% of portfolio›$1.5M
NWF Advisory Services Inc.8,787
0.1% of portfolio›$1.5M
Summit Investment Advisors, Inc.\KS8,689
0.7% of portfolio›$1.5M
Baker Ellis Asset Management LLC8,675
0.2% of portfolio›$1.5M
Surience Private Wealth LLC8,629
1.4% of portfolio›$1.5M
Valeo Financial Advisors, LLC8,357
0.0% of portfolio›$1.4M
Cornerstone Wealth Management, LLC8,311
0.1% of portfolio›$1.4M
Salem Investment Counselors Inc8,234
0.0% of portfolio›$1.4M
55 North Private Wealth, LLC8,193
0.3% of portfolio›$1.4M
Farther Finance Advisors, LLC8,171
0.0% of portfolio›$1.4M
Sonata Capital Group Inc8,020
0.4% of portfolio›$1.4M
Nations Financial Group Inc,7,827
0.1% of portfolio›$1.3M
TCI Wealth Advisors, Inc.7,678
0.1% of portfolio›$1.3M
CoreCap Advisors, LLC7,494
0.0% of portfolio›$1.3M
Cove Private Wealth, LLC7,375
0.2% of portfolio›$1.3M
Versant Capital Management, Inc6,970
0.1% of portfolio›$1.2M
Modera Wealth Management, LLC6,957
0.0% of portfolio›$1.2M
Capital Wealth Alliance, LLC6,686
0.5% of portfolio›$1.2M
Vise Technologies, Inc.6,587
0.0% of portfolio›$1.1M
Financial Management Network Inc6,558
0.2% of portfolio›$1.2M
Praetorian Wealth Management, Inc.6,520
0.2% of portfolio›$1.1M
RFG Advisory, LLC6,402
0.0% of portfolio›$1.1M
Blackston Financial Advisory Group, LLC6,161
0.6% of portfolio›$1.1M
Woodward Diversified Capital, LLC6,127
0.4% of portfolio›$1.1M
Financial Perspectives, Inc6,111
0.2% of portfolio›$1.1M
Global Strategic Investment Solutions, LLC6,093
0.1% of portfolio›$1.0M
Fee-Only Financial Planning, L.C.6,000
0.6% of portfolio›$1.0M
Parsons Capital Management Inc5,999
0.0% of portfolio›$1.0M
Prime Capital Investment Advisors, LLC5,656
0.0% of portfolio›$973.7K
Phillips Financial Management, LLC5,565
0.1% of portfolio›$958.1K
Tranquility Partners, LLC5,550
0.3% of portfolio›$955.5K
Krilogy Financial LLC5,549
0.0% of portfolio›$1.0M
First Bancorp, Inc5,546
0.4% of portfolio›$954.8K
Center for Financial Planning, Inc.5,518
0.1% of portfolio›$950.0K
Focus Financial Network, Inc.5,510
0.0% of portfolio›$948.5K
Kohmann Bosshard Financial Services, LLC5,500
0.1% of portfolio›$946.9K
Signature Estate & Investment Advisors LLC5,474
0.0% of portfolio›$942.4K
Colony Family Offices, LLC5,471
0.2% of portfolio›$941.9K
CGN Advisors LLC5,444
0.1% of portfolio›$937.2K
Laurel OAK Wealth Management, LLC5,269
0.1% of portfolio›$907.2K
Fiduciary Alliance LLC5,269
0.1% of portfolio›$907.1K
Axxcess Wealth Management, LLC5,268
0.0% of portfolio›$906.9K
Evanson Financial, LLC5,253
0.0% of portfolio›$904.3K
MontVue Capital Management, Inc.5,156
0.5% of portfolio›$887.6K
Nordwand Advisors, LLC5,140
0.1% of portfolio›$884.9K
Exchange Traded Concepts, LLC5,128
0.0% of portfolio›$882.8K
Wedmont Private Capital5,102
0.0% of portfolio›$931.6K
Park Avenue Securities LLC5,096
0.0% of portfolio›$877
First Financial Corp5,038
0.3% of portfolio›$867.3K
Argentarii, LLC4,985
0.3% of portfolio›$858.2K
Cypress Wealth Services, LLC4,882
0.1% of portfolio›$872.2K
Sidoxia Capital Management, LLC4,874
0.6% of portfolio›$839.1K
TMB Capital Partners, LLC4,841
0.3% of portfolio›$833.4K
Avantax Planning Partners, Inc.4,711
0.0% of portfolio›$811.0K
Jm2 Capital Inc.4,636
0.5% of portfolio›$798.1K
Carnegie Investment Counsel4,470
0.0% of portfolio›$769.6K
Indivisible Partners4,419
0.0% of portfolio›$760.8K
Bailard, Inc.4,417
0.0% of portfolio›$760.4K
J. Safra Sarasin Holding AG4,400
0.0% of portfolio›$761.4K
American Institute for Advanced Investment Management, LLP4,395
0.4% of portfolio›$756.6K
PDS Planning, Inc4,228
0.0% of portfolio›$728.0K
Daymark Wealth Partners, LLC4,206
0.0% of portfolio›$724.2K
Global Wealth Management, LLC4,165
0.4% of portfolio›$717.1K
Avidian Wealth Enterprises, LLC4,145
0.0% of portfolio›$713.6K
Investment Research & Advisory Group, Inc.4,135
0.2% of portfolio›$711.9K
Union Savings Bank4,071
0.3% of portfolio›$700.9K
Sheets Smith Wealth Management4,045
0.1% of portfolio›$696.3K
Cora Capital Advisors LLC3,970
0.2% of portfolio›$683.5K
IVC Wealth Advisors LLC3,940
0.3% of portfolio›$678.3K
Heartwood Wealth Advisors LLC3,810
0.1% of portfolio›$655.9K
Kingswood Wealth Advisors, LLC3,796
0.0% of portfolio›$653.5K
Guyasuta Investment Advisors Inc3,740
0.0% of portfolio›$643.9K
Graves Light Lenhart Wealth, Inc.3,683
0.1% of portfolio›$634.1K
TD Waterhouse Canada Inc.3,650
0.0% of portfolio›$640.8K
Chatham Capital Group, Inc.3,645
0.1% of portfolio›$627.5K
Avion Wealth3,642
0.0% of portfolio›$626
Advantage Trust Co3,615
0.2% of portfolio›$622.4K
Univest Financial Corp3,614
0.0% of portfolio›$622.2K
Apollon Wealth Management, LLC3,614
0.0% of portfolio›$622.1K
Welch Group, LLC3,512
0.0% of portfolio›$604.6K
Soltis Investment Advisors LLC3,495
0.0% of portfolio›$601.8K
Verus Financial Partners, Inc.3,488
0.1% of portfolio›$600.4K
AdvisorNet Financial, Inc3,435
0.0% of portfolio›$647.1K
Altfest L J & Co Inc3,423
0.1% of portfolio›$589.2K
High Net Worth Advisory Group LLC3,403
0.1% of portfolio›$586.0K
Integrity Alliance, Llc.3,332
0.0% of portfolio›$573.6K
Garde Capital, Inc.3,295
0.0% of portfolio›$567.3K
NorthCrest Asset Manangement, LLC3,287
0.0% of portfolio›$600.2K
Principle Wealth Partners LLC3,285
0.0% of portfolio›$565.6K
Clear Wave Wealth Management LLC3,250
0.1% of portfolio›$559.6K
Davenport & Co LLC3,247
0.0% of portfolio›$559.0K
Nilsine Partners, LLC3,212
0.0% of portfolio›$553.0K
Indiana Trust & Investment Management Co3,200
0.2% of portfolio›$550.9K
Hoge Financial Services, LLC3,145
0.3% of portfolio›$541.4K
McClarren Financial Advisors, Inc.3,132
0.3% of portfolio›$539.2K
Advisor Resource Council3,113
0.2% of portfolio›$553.7K
TD Private Client Wealth LLC3,101
0.0% of portfolio›$533.9K
Capital Advantage, Inc.3,091
0.1% of portfolio›$532.2K
Cambridge Advisors Inc.3,073
0.1% of portfolio›$529.0K
Resonant Capital Advisors, LLC3,062
0.0% of portfolio›$527.2K
Manchester Capital Management LLC3,029
0.1% of portfolio›$521.5K
Blume Capital Management, Inc.3,010
0.1% of portfolio›$518.2K
Certified Advisory Corp3,009
0.0% of portfolio›$518.0K
Provenance Wealth Advisors, LLC2,993
0.0% of portfolio›$515.3K
Ted Buchan & Co2,901
0.2% of portfolio›$499.4K
Compass Financial Group, Inc2,879
0.1% of portfolio›$495.7K
Creative Financial Designs Inc2,867
0.0% of portfolio›$493.7K
Sherry Group, Inc.2,859
0.5% of portfolio›$492.2K
Solutions 4 Wealth, Ltd2,824
0.6% of portfolio›$486.2K
SteelPeak Wealth, LLC2,805
0.0% of portfolio›$482.9K
Trinity Financial Advisors LLC2,800
0.1% of portfolio›$482.1K
SC&H Financial Advisors, Inc.2,795
0.1% of portfolio›$481.1K
Yoder Wealth Management, Inc.2,733
0.2% of portfolio›$470.5K
Trust Point Inc.2,731
0.0% of portfolio›$470.2K
StoneX Group Inc.2,724
0.0% of portfolio›$469.0K
Avalon Capital Management2,718
0.1% of portfolio›$467.9K
Echo45 Advisors LLC2,717
0.2% of portfolio›$467.8K
Klingman & Associates, LLC2,707
0.0% of portfolio›$466.0K
Chemistry Wealth Management LLC2,699
0.1% of portfolio›$464.7K
Wealthcare Advisory Partners LLC2,686
0.0% of portfolio›$462.4K
Idaho Trust Co2,657
0.1% of portfolio›$457.4K
Plan Group Financial, LLC2,649
0.1% of portfolio›$501.1K
Peterson Wealth Advisors, LLC2,610
0.1% of portfolio›$449.3K
Diesslin Group, Inc.2,574
0.2% of portfolio›$443.2K
United Advisor Group, LLC2,573
0.0% of portfolio›$443.0K
Planning Strategies Inc.2,555
0.3% of portfolio›$439.9K
Independent Wealth Network Inc.2,535
0.1% of portfolio›$436.4K
Bayshore Capital Advisors, LLC2,522
0.2% of portfolio›$434.2K
PKS Advisory Services, LLC2,522
0.1% of portfolio›$378.6K
Blake Schutter Theil Wealth Advisors, LLC2,468
0.3% of portfolio›$424.9K
Calder Financial LLC2,468
0.4% of portfolio›$424.9K
Steel Grove Capital Advisors, LLC2,467
0.0% of portfolio›$424.7K
Compass Ion Advisors, LLC2,433
0.0% of portfolio›$418.8K
Bluesphere Advisors LLC2,354
0.1% of portfolio›$405.3K
Firestone Capital Management2,329
0.1% of portfolio›$400.9K
Wedbush Securities Inc2,323
0.0% of portfolio›$400
Northside Capital Management, LLC2,308
0.0% of portfolio›$397.3K
Colton Groome Financial Advisors, LLC2,305
0.1% of portfolio›$396.8K
Cowa, LLC2,300
0.1% of portfolio›$396.0K
Twelve Points Wealth Management LLC2,295
0.1% of portfolio›$448.6K
Fifth Third Wealth Advisors LLC2,290
0.0% of portfolio›$394.2K
RBA Wealth Management, LLC2,283
0.1% of portfolio›$393.1K
Chicago Partners Investment Group LLC2,254
0.0% of portfolio›$435.0K
Financial & Tax Architects, LLC2,229
0.1% of portfolio›$383.8K
Beese Fulmer Investment Management, Inc.2,210
0.0% of portfolio›$380.5K
Titleist Asset Management, LLC2,203
0.0% of portfolio›$379.4K
US Bancorp \de\2,186
0.0% of portfolio›$376.3K
Covestor Ltd2,179
0.0% of portfolio›$375
Sentinel Trust Co LBA2,170
0.0% of portfolio›$374
CRA Financial Services, LLC2,159
0.0% of portfolio›$371.6K
NorthLanding Financial Partners, LLC2,153
0.3% of portfolio›$370.6K
Harbor Asset Planning, Inc.2,132
0.3% of portfolio›$367.2K
Strategic Advocates LLC2,130
1.4% of portfolio›$366.7K
Optima Capital LLC2,123
0.1% of portfolio›$365.5K
Parr Mcknight Wealth Management Group, LLC2,114
0.0% of portfolio›$364.0K
Laurel Wealth Advisors LLC2,100
0.0% of portfolio›$361.5K
Opus Capital Group, LLC2,090
0.0% of portfolio›$360
CWA Asset Management Group, LLC2,083
0.0% of portfolio›$358.6K
Elevation Point Wealth Partners, LLC2,022
0.0% of portfolio›$348.1K
KDK Private Wealth Management, LLC2,018
0.3% of portfolio›$347.4K
Ryan Investment Management, Inc.2,007
0.1% of portfolio›$345.5K
Arlington Trust Co LLC2,000
0.0% of portfolio›$344.3K
Black Diamond Financial, LLC1,991
0.0% of portfolio›$342.8K
Patten & Patten Inc1,988
0.0% of portfolio›$342.3K
Northeast Investment Management1,975
0.0% of portfolio›$340.0K
Arsenal Capital Advisors LLC1,967
0.2% of portfolio›$338.6K
Kathmere Capital Management, LLC1,925
0.0% of portfolio›$331.4K
Sound Income Strategies, LLC1,924
0.0% of portfolio›$351.4K
Apella Capital, LLC1,922
0.0% of portfolio›$341.4K
Enclave Advisors LLC1,914
0.0% of portfolio›$329.5K
Matauro, LLC1,911
0.0% of portfolio›$329.0K
Nicholas Hoffman & Company, Llc.1,877
0.0% of portfolio›$323.2K
Myecfo, LLC1,872
0.1% of portfolio›$322.3K
Annex Advisory Services, LLC1,826
0.0% of portfolio›$314.3K
Howard Wealth Management, LLC1,821
0.1% of portfolio›$313.5K
Walkner Condon Financial Advisors LLC1,807
0.0% of portfolio›$311.1K
GFS Advisors, LLC1,800
0.0% of portfolio›$310.0K
McKinley Carter Wealth Services, Inc.1,788
0.0% of portfolio›$307.8K
Burney Co/1,769
0.0% of portfolio›$304.6K
Joel Isaacson & Co., LLC1,761
0.0% of portfolio›$303.2K
Silverlake Wealth Management LLC1,758
0.1% of portfolio›$302.7K
Wealthcare Capital Partners, LLC1,676
0.1% of portfolio›$288.5K
Diversify Advisory Services, LLC1,673
0.0% of portfolio›$310.3K
Diversify Wealth Management, LLC1,673
0.0% of portfolio›$310.3K
Ritholtz Wealth Management1,668
0.0% of portfolio›$287.1K
Hofer & Associates. Inc1,650
0.2% of portfolio›$284.1K
RED Crane Wealth Management, LLC1,650
0.2% of portfolio›$284.1K
Mustard Seed Financial, LLC1,636
0.1% of portfolio›$281.7K
Victory Financial Group, LLC1,635
0.0% of portfolio›$281.4K
Dynamic Advisor Solutions LLC1,582
0.0% of portfolio›$272.4K
Fischer Financial Services, Inc.1,578
0.1% of portfolio›$271.7K
Rhodes Investment Advisors Inc1,577
0.2% of portfolio›$271.5K
waypoint wealth counsel1,568
0.2% of portfolio›$270.0K
Boltwood Capital Management1,549
0.1% of portfolio›$266.7K
First Premier Bank1,548
0.0% of portfolio›$266
Spire Wealth Management1,547
0.0% of portfolio›$266.4K
Capital Investment Counsel, LLC1,545
0.0% of portfolio›$265.9K
JFS Wealth Advisors, LLC1,513
0.0% of portfolio›$260.5K
West Bancorporation Inc1,495
0.1% of portfolio›$257.4K
Armstrong Advisory Group, Inc1,491
0.0% of portfolio›$256.6K
Kachkovsky & Fisher, Inc.1,480
0.2% of portfolio›$254.9K
Private Management Group Inc1,460
0.0% of portfolio›$251.4K
BOS Asset Management, LLC1,449
0.1% of portfolio›$249.4K
LongView Wealth Management1,444
0.1% of portfolio›$248.6K
NTV Asset Management LLC1,422
0.0% of portfolio›$244.8K
Collective Family Office LLC1,418
0.1% of portfolio›$244.1K
Cyndeo Wealth Partners, LLC1,417
0.0% of portfolio›$244.0K
International Assets Investment Management, LLC1,404
0.0% of portfolio›$246.5K
Wilmington Savings Fund Society, FSB1,383
0.0% of portfolio›$238.1K
HUB Investment Partners, LLC1,381
0.0% of portfolio›$237.8K
Total Clarity Wealth Management, Inc.1,374
0.0% of portfolio›$236.6K
Segment Wealth Management, LLC1,350
0.0% of portfolio›$232.4K
Security Financial Services, Inc.1,347
0.0% of portfolio›$231.9K
Jacobi Capital Management LLC1,333
0.0% of portfolio›$229.5K
Motive Wealth Advisors1,304
0.1% of portfolio›$224.5K
Sterling Financial Planning, Inc.1,304
0.1% of portfolio›$224.5K
Howard Capital Management, LLC1,302
0.0% of portfolio›$224.2K
Value Investment Professionals, LLC1,301
0.2% of portfolio›$224.0K
Encompass More Asset Management1,285
0.0% of portfolio›$221.2K
Mirae Asset Global Investments Co., Ltd.1,276
0.0% of portfolio›$219.7K
Compound Planning, Inc.1,267
0.0% of portfolio›$218.1K
North Star Investment Management Corp.1,258
0.0% of portfolio›$216.6K
Charles Schwab Trust Co1,257
0.0% of portfolio›$216.4K
Traynor Capital Management, Inc.1,247
0.0% of portfolio›$214.7K
Investmark Advisory Group LLC1,228
0.1% of portfolio›$211.5K
Meredith Wealth Planning1,224
0.1% of portfolio›$210.7K
Colonial River Investments, LLC1,206
0.1% of portfolio›$207.6K
Zullo Investment Group, Inc.1,205
0.1% of portfolio›$207.5K
Innovative Wealth Building LLC1,201
0.1% of portfolio›$206.8K
Anson Capital, Inc.1,178
0.1% of portfolio›$202.9K
Hardin Capital Partners, LLC1,176
0.1% of portfolio›$202.5K
Destiny Wealth Partners, LLC1,173
0.0% of portfolio›$219.8K
Diversified Enterprises, LLC1,162
0.0% of portfolio›$200.1K
Hurley Capital, LLC1,162
0.1% of portfolio›$200.1K
IFP Advisors, Inc1,145
0.0% of portfolio›$197.1K
Investors Research Corp1,139
0.0% of portfolio›$196.1K
Larson Financial Group LLC1,118
0.0% of portfolio›$192.4K
Mather Group, Llc.1,088
0.0% of portfolio›$187.3K
Security National Bank955
0.0% of portfolio›$164.4K
Bayban943
0.1% of portfolio›$141.6K
Private Wealth Management Group, LLC940
0.0% of portfolio›$161.8K
Olistico Wealth, LLC902
0.1% of portfolio›$155.4K
City State Bank879
0.0% of portfolio›$151.3K
Lanark Financial, Inc.859
0.0% of portfolio›$147.9K
Westside Investment Management, Inc.842
0.0% of portfolio›$147.6K
Trust Co of Vermont827
0.0% of portfolio›$142.4K
EverSource Wealth Advisors, LLC803
0.0% of portfolio›$138.2K
Triumph Capital Management775
0.0% of portfolio›$133.4K
Transce3nd, LLC685
0.1% of portfolio›$130.1K
Root Financial Partners, LLC681
0.0% of portfolio›$117.2K
Vermillion Wealth Management, Inc.670
0.1% of portfolio›$115.3K
Ashton Thomas Securities, LLC625
0.0% of portfolio›$107.6K
Three Bridge Wealth Advisors, LLC506
0.0% of portfolio›$87.1K
Physician Wealth Advisors, Inc.466
0.0% of portfolio›$80.2K
Capital Investment Advisory Services, LLC464
0.0% of portfolio›$80.1K
Davis Capital Management401
0.0% of portfolio›$69.0K
Community Financial Services Group, LLC399
0.0% of portfolio›$70.1K
Cape Investment Advisory, Inc.389
0.0% of portfolio›$67.0K
Advanced Asset Management Advisors Inc386
0.0% of portfolio›$66.5K
Beacon Investment Advisory Services, Inc.372
0.0% of portfolio›$64.0K
Gamma Investing LLC342
0.0% of portfolio›$58.9K
Key FInancial Inc301
0.0% of portfolio›$51.8K
Northstar Asset Management Co300
0.0% of portfolio›$57.0K
Next Level Wealth Planning, LLC278
0.0% of portfolio›$47.9K
Bullock Wealth Management Group272
0.0% of portfolio›$47.8K
Costello Asset Management, Inc269
0.0% of portfolio›$46.3K
Highline Wealth Partners LLC264
0.0% of portfolio›$45.5K
Rakuten Securities, Inc.253
0.0% of portfolio›$43.6K
Coastline Trust Co250
0.0% of portfolio›$43.0K
Signaturefd, LLC240
0.0% of portfolio›$41.4K
Quest 10 Wealth Builders, Inc.222
0.0% of portfolio›$38.3K
Abound Wealth Management215
0.0% of portfolio›$37.1K
Dhjj Financial Advisors, Ltd.212
0.0% of portfolio›$36.5K
Tradewinds Capital Management, LLC211
0.0% of portfolio›$36.2K
Bank of New Hampshire210
0.0% of portfolio›$36.2K
Murphy & Mullick Capital Management Corp193
0.0% of portfolio›$33.2K
Gleason Group, Inc.188
0.0% of portfolio›$32.4K
Creative Capital Management Investments LLC186
0.0% of portfolio›$32.0K
Nova Financial LLC186
0.0% of portfolio›$32.0K
MilWealth Group LLC185
0.0% of portfolio›$31.9K
Golden State Wealth Management, LLC167
0.0% of portfolio›$28.8K
Evermay Wealth Management LLC165
0.0% of portfolio›$28.4K
Cranbrook Wealth Management, LLC164
0.0% of portfolio›$28.2K
Financial Consulate, Inc160
0.0% of portfolio›$27.6K
Peachtree Investment Partners, LLC158
0.0% of portfolio›$27.2K
Vision Financial Markets LLC156
0.0% of portfolio›$27.4K
Frisco Financial Planning LLC150
0.0% of portfolio›$25.8K
Jnba Financial Advisors148
0.0% of portfolio›$25.5K
Archer Investment Corp142
0.0% of portfolio›$24.4K
Clark Wealth Partners135
0.0% of portfolio›$23.3K
Trust Co130
0.0% of portfolio›$22.4K
Quaker Wealth Management, LLC128
0.0% of portfolio›$22.1K
Loring Wolcott & Coolidge Fiduciary Advisors LLP108
0.0% of portfolio›$18.6K
Asset Dedication, LLC103
0.0% of portfolio›$17.7K
Allspring Global Investments Holdings, LLC103
0.0% of portfolio›$18.1K
Nfsg Corp103
0.0% of portfolio›$17.8K
Entrust Financial LLC103
0.0% of portfolio›$17.7K
Sunrise Financial Services, LLC102
0.0% of portfolio›$17.6K
Evolution Wealth Management Inc.100
0.0% of portfolio›$17.2K
Tsfg, LLC98
0.0% of portfolio›$17
Hanson & Doremus Investment Management96
0.0% of portfolio›$17
New England Capital Financial Advisors LLC89
0.0% of portfolio›$15.3K
Lodestone Wealth Management LLC88
0.0% of portfolio›$15.2K
Main Street Group, LTD80
0.0% of portfolio›$13.8K
Elevate Wealth Advisory, Inc77
0.0% of portfolio›$13.3K
Hazlett, Burt & Watson, Inc.76
0.0% of portfolio›$13
Private Trust Co NA76
0.0% of portfolio›$13.1K
Horizon Financial Services, LLC60
0.0% of portfolio›$10.3K
Central Trust Co55
0.0% of portfolio›$9.5K
Silver Grove Financial Group, Inc.55
0.0% of portfolio›$9.5K
Citizens National Bank Trust Department50
0.0% of portfolio›$8.6K
United Financial Planning Group LLC43
0.0% of portfolio›$7.4K
Cullen T Bankers, Inc.43
0.0% of portfolio›$7.4K
Key Capital Management, Inc41
0.0% of portfolio›$7.1K
Bradley & Co. Private Wealth Management, LLC41
0.0% of portfolio›$7.1K
Thurston, Springer, Miller, Herd & Titak, Inc.40
0.0% of portfolio›$6.9K
Harbor Investment Advisory, LLC39
0.0% of portfolio›$6.7K
Financial Network Wealth Advisors LLC38
0.0% of portfolio›$6.5K
Cherry Tree Wealth Management, LLC38
0.0% of portfolio›$6.5K
Ascentis Independent Advisors31
0.0% of portfolio›$5.3K
SYM Financial Corp29
0.0% of portfolio›$5.0K
Parkside Financial Bank & Trust29
0.0% of portfolio›$5.0K
Birch Financial Group, LLC26
0.0% of portfolio›$4.5K
Fairscale Capital, LLC25
0.0% of portfolio›$4.9K
Montgomery Financial Services LLC23
0.0% of portfolio›$4.0K
WPG Advisers, LLC20
0.0% of portfolio›$3.4K
Rosenberg Matthew Hamilton20
0.0% of portfolio›$3.4K
Plante Moran Financial Advisors, LLC16
0.0% of portfolio›$2.8K
Barrett & Company, Inc.15
0.0% of portfolio›$2.6K
POM Investment Strategies, LLC15
0.0% of portfolio›$2.6K
Burk Holdings LLC13
0.0% of portfolio›$2.2K
Compass Financial Management LLC10
0.0% of portfolio›$1.7K
Signature Equity Partners, LLC9
0.0% of portfolio›$1.5K
GHP Investment Advisors, Inc.8
0.0% of portfolio›$1.4K
Valley National Advisers Inc8
0.0% of portfolio›$1.4K
Kings Path Partners LLC7
0.0% of portfolio›$1.2K
Concord Wealth Partners6
0.0% of portfolio›$1.0K
First Command Advisory Services, Inc.6
0.0% of portfolio›$1.0K
Balance Wealth Partners LLC6
0.0% of portfolio›$1.0K
Pinnacle Wealth Planning Services, Inc.1
0.0% of portfolio›$172
Central Pacific Bank - Trust Division1
0.0% of portfolio›$172
StyleTurnoverLocationFiled
Beacon Capital Management, Inc.
575,234$99.0M6.2%ETFMediumDayton, OH2026-10-13
Greenwood Gearhart LLC
189,497$32.6M1.5%ETFLowFayetteville, AR2026-11-02
Evergreen Capital Management LLC
145,617$25.1M0.4%GARPMediumBellevue, WA2026-10-23
Cambridge Investment Research Advisors, Inc.
134,304$23.1K0.0%ETFLowFairfield, IA2026-11-02
Allen Wealth Management, LLC
104,761$18.0M8.8%ETFMediumBoone, NC2026-10-29
Commonwealth Equity Services, LLC
87,193$15.0M0.0%ETFLowWaltham, MA2026-11-02
CMH Wealth Management LLC
82,242$14.2M2.1%GrowthLowPortsmouth, NH2026-10-22
Grove Bank & Trust
78,536$13.5M1.3%ETFLowMiami, FL2026-10-08
Lido Advisors, LLC
66,580$11.5M0.0%GrowthLowLos Angeles, CA2026-11-04
Creative Planning
64,562$11.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Bfsg, LLC
62,732$10.8M0.9%CoreLowIrvine, CA2026-10-30
Fifth Third Bancorp
54,270$9.3M0.0%IndexVery LowCincinnati, OH2026-11-05
Montag A & Associates Inc
50,325$8.7M0.4%CoreLowAtlanta, GA2026-10-29
Kestra Advisory Services, LLC
49,445$8.5M0.0%CoreLowAustin, TX2026-11-02
HWG Holdings LP
47,642$8.2M1.9%GrowthHighHouston, TX2026-10-08
KCM Investment Advisors LLC
47,630$8.2M0.2%CoreVery LowGreenbrae, CA2026-10-27
Choreo, LLC
45,347$7.8M0.1%IndexLowRockford, IL2026-10-28
Prospera Financial Services Inc
43,538$8.5M0.1%CoreMediumDallas, TX2026-11-04
Atria Investments, Inc
43,197$7.4M0.1%CoreMediumCharlotte, NC2026-10-15
Miramontes Capital, LLC
42,207$7.3M2.2%GrowthVery LowNewport, CA2026-10-19
Gerald Baker Financial Group LLC
41,534$7.2M2.0%GARPLowArlington, TX2026-10-09
Strengthening Families & Communities, LLC
40,986$7.1M1.5%CoreMediumBoston, MA2026-10-21
Guardian Wealth Management, LLC
36,914$6.4M1.8%ETFVery LowChattanooga, TN2026-10-14
Truist Financial Corp
35,592$6.1M0.0%CoreLowCharlotte, NC2026-10-30
M Holdings Securities, Inc.
35,437$6.6K0.0%ETFHighPortland, OR2026-11-03
Royal Fund Management, LLC
34,190$5.9M0.5%GrowthMediumLady Lake, FL2026-10-22
Assetmark, Inc
33,578$5.8M0.0%ETFLowConcord, CA2026-10-21
GoalFusion Wealth Management, LLC
32,493$5.6M2.2%ETFVery LowAustin, TX2026-10-06
Journey Advisory Group, LLC
31,668$5.5M0.4%CoreMediumCovington, KY2026-11-04
CX Institutional
30,700$5.3K0.1%CoreMediumAuburn, IN2026-10-02
Concurrent Investment Advisors, LLC
29,842$5.1M0.0%GrowthMediumTampa, FL2026-10-16
Parallel Advisors, LLC
28,971$5.0M0.1%IndexLowSan Francisco, CA2026-11-03
Wealth Enhancement Advisory Services, LLC
28,265$4.6M0.0%CoreLowPlymouth, MN2026-10-13
Ashton Thomas Private Wealth, LLC
28,245$4.9M0.1%CoreMediumScottsdale, AZ2026-11-03
Seamount Financial Group Inc
27,894$4.8M1.9%ETFLowColorado Springs, CO2026-10-21
Thrivent Financial for Lutherans
26,598$4.6K0.0%GARPMediumMinneapolis, MN2026-11-05
Retirement Planning Group, LLC
25,870$4.5M0.1%ETFVery LowLeawood, KS2026-10-19
Keudell ison Wealth Management
25,827$4.4M0.8%ETFMediumSalem, OR2026-10-16
Uptown Financial Advisors LLC
25,078$4.3M3.1%ETFVery LowDallas, TX2026-10-15
MassMutual Private Wealth & Trust, FSB
24,691$4.3M0.1%CoreLowSpringfield, MA2026-10-05
Cherry Creek Investment Advisors, Inc.
23,039$4.0M1.5%GrowthLowEnglewood, CO2026-10-14
Stegent Equity Advisors, Inc.
21,999$3.8M3.0%ETFHighHouston, TX2026-10-13
Sarasin & Partners LLP
21,381$3.7M0.0%GrowthMediumLondon, United Kingdom2026-10-13
Smallwood Wealth Investment Management, LLC
21,287$3.7M1.5%ETFVery LowRed Bank, NJ2026-10-30
My Personal CFO, LLC
21,188$3.6M1.3%ETFHighVancouver, WA2026-10-14
D.A. Davidson & Co.
20,766$3.6M0.0%CoreLowGreat Falls, MT2026-10-28
Go Invest LLC
20,544$3.5M0.7%ETFN/AWest Jordan, UT2026-10-09
AlphaCore Capital LLC
20,287$3.5M0.1%ETFLowLa Jolla, CA2026-11-04
Brookstone Capital Management
20,286$3.5M0.0%ETFMediumWheaton, IL2026-10-22
North Forty Two & Co.
19,762$3.4M2.8%ETFVery LowLake Oswego, OR2026-10-19
Simplicity Wealth,LLC
19,284$3.3M0.1%ETFLowSummit, NJ2026-10-23
Founders Grove Wealth Partners, LLC
18,409$3.2M0.6%ETFLowRichmond, VA2026-10-16
Waldron Private Wealth LLC
18,170$3.1M0.1%ETFVery LowBridgeville, PA2026-11-02
HB Wealth Management, LLC
18,121$3.1M0.0%IndexVery LowAtlanta, GA2026-10-23
Bokf, NA
17,644$3.0M0.0%CoreLowTulsa, OK2026-10-27
Citizens Financial Group Inc
17,580$3.0M0.0%GrowthLowProvidence, RI2026-10-23
RFG Holdings, Inc.
16,868$2.9M0.6%ETFLowArgyle, TX2026-10-30
Dahring | Cusmano LLC
16,804$2.9M1.3%ETFLowNovi, MI2026-11-03
Mission Wealth Management, LP
16,405$2.8M0.0%ETFLowSanta Barbara, CA2026-10-15
Buck Wealth Strategies, LLC
15,740$2.7M0.3%ValueMediumDenver, CO2026-10-28
WBH Advisory Inc
15,454$2.7M0.2%ETFLowBaltimore, MD2026-11-05
Independent Financial Group, LLC
15,375$2.6M0.0%GrowthLowSan Diego, CA2026-10-13
Bank of New York Mellon Corp
14,287$2.5M0.0%CoreLowNew York, NY2026-11-05
Y-Intercept (Hong Kong) Ltd
14,220$2.4M0.1%ValueVery HighHong Kong, South Korea2026-10-16
Sigma Planning Corp
13,808$2.3M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Shuttleworth & Co
13,120$2.3M1.8%GrowthLowPowell, OH2026-10-30
Brighton Jones LLC
12,799$2.2M0.0%CoreVery LowSeattle, WA2026-11-03
Evolution Wealth Advisors, LLC
12,701$2.2M0.2%ETFLowAventura, FL2026-11-03
Gibraltar Capital Management, Inc.
12,605$2.2M0.3%CoreLowTulsa, OK2026-10-27
Salomon & Ludwin, LLC
12,327$2.1M0.2%ETFVery LowRichmond, VA2026-10-29
Accel Wealth Management
12,280$2.1M0.5%ETFLowWaverly, IA2026-10-13
Trust Co of Oklahoma
12,161$2.1M0.6%MomentumLowTulsa, OK2026-10-15
Citigroup Inc
11,885$2.0M0.0%CoreMediumNew York, NY2026-11-04
Stapp Wealth Management, Pllc
11,459$2.0M2.6%ETFMediumOlympia, WA2026-10-15
Blue Trust, Inc.
11,163$1.9M0.0%ETFLowBrentwood, TN2026-10-15
Patriot Investment Management Group, Inc.
11,162$1.9M0.1%ETFVery LowKnoxville, TN2026-10-15
Curran Financial Partners, LLC
11,073$1.9M0.3%ETFMediumDaniel Island, SC2026-11-04
Partners Wealth Management, LLC
10,820$1.9M0.2%CoreLowCarmel By The Sea, CA2026-10-28
Fifth Third Securities, Inc.
10,807$1.9M0.1%ETFLowCincinnati, OH2026-10-21
Park National Corp
10,677$1.8M0.0%CoreLowNewark, OH2026-10-05
Oppenheimer & Co Inc
10,232$1.8M0.0%CoreLowNew York, NY2026-10-26
Meridian Wealth Management, LLC
9,978$1.7M0.1%GrowthLowLexington, KY2026-11-05
Koshinski Asset Management, Inc.
9,765$1.7M0.1%ETFLowDecatur, IL2026-10-29
J.W. Cole Advisors, Inc.
9,747$1.7M0.0%IndexLowTampa, FL2026-11-05
Noble Family Wealth, LLC
9,706$1.7M0.3%ETFVery LowClearwater, FL2026-10-26
Factor Wealth Management LTD
9,636$1.7M0.3%ETFLowChicago, IL2026-10-08
Sharper & Granite LLC
9,397$1.6M0.6%ETFLowEl Segundo, CA2026-11-02
SBI Securities Co., Ltd.
9,252$1.6M0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Carolina Wealth Management Inc
9,033$1.6M0.7%ETFN/AGreenville, NC2026-10-29
Raab & Moskowitz Asset Management LLC
8,860$1.5M0.3%CoreLowChatham, NJ2026-11-02
NWF Advisory Services Inc.
8,787$1.5M0.1%GARPLowLos Angeles, CA2026-10-19
Summit Investment Advisors, Inc.\KS
8,689$1.5M0.7%N/AN/ALeawood, KS2026-11-05
Baker Ellis Asset Management LLC
8,675$1.5M0.2%GARPVery LowVancouver, WA2026-10-14
Surience Private Wealth LLC
8,629$1.5M1.4%ETFVery HighYakima, WA2026-10-16
Valeo Financial Advisors, LLC
8,357$1.4M0.0%ETFLowCarmel, IN2026-10-08
Cornerstone Wealth Management, LLC
8,311$1.4M0.1%ETFVery LowSt. Peters, MO2026-11-04
Salem Investment Counselors Inc
8,234$1.4M0.0%GrowthVery LowWinston-Salem, NC2026-10-13
55 North Private Wealth, LLC
8,193$1.4M0.3%ETFLowWinter Park, FL2026-10-20
Farther Finance Advisors, LLC
8,171$1.4M0.0%IndexLowSan Francisco, CA2026-10-08
Sonata Capital Group Inc
8,020$1.4M0.4%ETFVery LowSeattle, WA2026-10-19
Nations Financial Group Inc,
7,827$1.3M0.1%CoreLowCedar Rapids, IA2026-11-05
TCI Wealth Advisors, Inc.
7,678$1.3M0.1%ETFLowTucson, AZ2026-10-30
CoreCap Advisors, LLC
7,494$1.3M0.0%ETFMediumSouthfield, MI2026-10-08
Cove Private Wealth, LLC
7,375$1.3M0.2%GrowthLowOyster Bay Cove, NY2026-10-28
Versant Capital Management, Inc
6,970$1.2M0.1%GARPLowPhoenix, AZ2026-10-02
Modera Wealth Management, LLC
6,957$1.2M0.0%ETFVery LowWestwood, NJ2026-10-28
Capital Wealth Alliance, LLC
6,686$1.2M0.5%CoreLowScottsdale, AZ2026-10-20
Vise Technologies, Inc.
6,587$1.1M0.0%IndexLowNew York, NY2026-10-29
Financial Management Network Inc
6,558$1.2M0.2%ETFLowMission Viejo, CA2026-10-09
Praetorian Wealth Management, Inc.
6,520$1.1M0.2%ETFVery LowCarmel, CA2026-10-16
RFG Advisory, LLC
6,402$1.1M0.0%ETFMediumBirmingham, AL2026-11-03
Blackston Financial Advisory Group, LLC
6,161$1.1M0.6%ETFLowThe Villages, FL2026-11-04
Woodward Diversified Capital, LLC
6,127$1.1M0.4%CoreLowBakersfield, CA2026-10-21
Financial Perspectives, Inc
6,111$1.1M0.2%GrowthVery LowMinneapolis, MN2026-11-03
Global Strategic Investment Solutions, LLC
6,093$1.0M0.1%ETFLowScottsdale, AZ2026-10-16
Fee-Only Financial Planning, L.C.
6,000$1.0M0.6%ETFVery LowOkatie, SC2026-10-23
Parsons Capital Management Inc
5,999$1.0M0.0%CoreLowProvidence, RI2026-10-28
Prime Capital Investment Advisors, LLC
5,656$973.7K0.0%ETFLowOverland Park, KS2026-10-20
Phillips Financial Management, LLC
5,565$958.1K0.1%ETFVery LowFort Wayne, IN2026-10-19
Tranquility Partners, LLC
5,550$955.5K0.3%CoreLowBrentwood, TN2026-10-20
Krilogy Financial LLC
5,549$1.0M0.0%GrowthLowSt. Louis, MO2026-10-13
First Bancorp, Inc
5,546$954.8K0.4%ValueVery LowDamariscotta, ME2026-10-26
Center for Financial Planning, Inc.
5,518$950.0K0.1%ETFLowSouthfied, MI2026-10-26
Focus Financial Network, Inc.
5,510$948.5K0.0%ETFLowMinneapolis, MN2026-10-14
Kohmann Bosshard Financial Services, LLC
5,500$946.9K0.1%ETFLowFairlawn, OH2026-11-04
Signature Estate & Investment Advisors LLC
5,474$942.4K0.0%ETFMediumLos Angeles, CA2026-10-13
Colony Family Offices, LLC
5,471$941.9K0.2%ETFVery LowCharlotte, NC2026-10-22
CGN Advisors LLC
5,444$937.2K0.1%ETFLowManhattan, KS2026-10-21
Laurel OAK Wealth Management, LLC
5,269$907.2K0.1%GrowthLowMarlton, NJ2026-10-19
Fiduciary Alliance LLC
5,269$907.1K0.1%CoreMediumGreenville, SC2026-10-13
Axxcess Wealth Management, LLC
5,268$906.9K0.0%CoreLowCarlsbad, CA2026-10-21
Evanson Financial, LLC
5,253$904.3K0.0%ETFN/AMclean, VA2026-10-23
MontVue Capital Management, Inc.
5,156$887.6K0.5%ETFVery LowLynchburg, VA2026-10-19
Nordwand Advisors, LLC
5,140$884.9K0.1%CoreLowRadnor, PA2026-11-05
Exchange Traded Concepts, LLC
5,128$882.8K0.0%GrowthMediumOklahoma City, OK2026-10-28
Wedmont Private Capital
5,102$931.6K0.0%IndexVery LowWest Chester, PA2026-10-09
Park Avenue Securities LLC
5,096$8770.0%ETFMediumNew York, NY2026-10-26
First Financial Corp
5,038$867.3K0.3%CoreVery LowTerre Haute, IN2026-10-13
Argentarii, LLC
4,985$858.2K0.3%GrowthLowCincinnati, OH2026-10-28
Cypress Wealth Services, LLC
4,882$872.2K0.1%ETFLowPalm Desert, CA2026-10-21
Sidoxia Capital Management, LLC
4,874$839.1K0.6%GrowthLowNewport Beach, CA2026-10-28
TMB Capital Partners, LLC
4,841$833.4K0.3%MomentumMediumLittle Rock, AR2026-10-20
Avantax Planning Partners, Inc.
4,711$811.0K0.0%ETFLowDubuque, IA2026-11-03
Jm2 Capital Inc.
4,636$798.1K0.5%GrowthVery LowEdmond, OK2026-10-14
Carnegie Investment Counsel
4,470$769.6K0.0%CoreLowPepper Pike, OH2026-10-20
Indivisible Partners
4,419$760.8K0.0%GrowthMediumClearwater, FL2026-10-26
Bailard, Inc.
4,417$760.4K0.0%GrowthMediumFoster City, CA2026-10-13
J. Safra Sarasin Holding AG
4,400$761.4K0.0%CoreMediumBasel, Switzerland2026-10-26
American Institute for Advanced Investment Management, LLP
4,395$756.6K0.4%ETFLowScottsdale, AZ2026-11-03
PDS Planning, Inc
4,228$728.0K0.0%IndexVery LowDublin, OH2026-11-03
Daymark Wealth Partners, LLC
4,206$724.2K0.0%CoreLowCincinnati, OH2026-11-04
Global Wealth Management, LLC
4,165$717.1K0.4%ETFLowKingston, NJ2026-10-15
Avidian Wealth Enterprises, LLC
4,145$713.6K0.0%ETFLowHouston, TX2026-10-08
Investment Research & Advisory Group, Inc.
4,135$711.9K0.2%GrowthVery LowAtlanta, GA2026-10-19
Union Savings Bank
4,071$700.9K0.3%CoreLowLitchfield, CT2026-10-14
Sheets Smith Wealth Management
4,045$696.3K0.1%CoreLowWinston-Salem, NC2026-10-16
Cora Capital Advisors LLC
3,970$683.5K0.2%ETFLowMarlton, NJ2026-11-02
IVC Wealth Advisors LLC
3,940$678.3K0.3%GrowthLowSilverdale, PA2026-10-23
Heartwood Wealth Advisors LLC
3,810$655.9K0.1%ETFLowRichmond, VA2026-10-05
Kingswood Wealth Advisors, LLC
3,796$653.5K0.0%GrowthLowSan Diego, CA2026-10-23
Guyasuta Investment Advisors Inc
3,740$643.9K0.0%CoreVery LowPittsburgh, PA2026-10-15
Graves Light Lenhart Wealth, Inc.
3,683$634.1K0.1%ETFVery LowHarrisonburg, VA2026-10-09
TD Waterhouse Canada Inc.
3,650$640.8K0.0%CoreLowToronto, Australia2026-10-16
Chatham Capital Group, Inc.
3,645$627.5K0.1%CoreLowSavannah, GA2026-10-16
Avion Wealth
3,642$6260.0%ETFLowThe Woodlands, TX2026-11-04
Advantage Trust Co
3,615$622.4K0.2%ETFVery LowSalina, KS2026-10-19
Univest Financial Corp
3,614$622.2K0.0%GrowthLowSouderton, PA2026-11-05
Apollon Wealth Management, LLC
3,614$622.1K0.0%GrowthLowMount Pleasant, SC2026-10-23
Welch Group, LLC
3,512$604.6K0.0%CoreVery LowBirmingham, AL2026-10-29
Soltis Investment Advisors LLC
3,495$601.8K0.0%CoreMediumSt. George, UT2026-10-28
Verus Financial Partners, Inc.
3,488$600.4K0.1%ETFVery LowRichmond, VA2026-10-29
AdvisorNet Financial, Inc
3,435$647.1K0.0%ETFLowMinnetonka, MN2026-10-15
Altfest L J & Co Inc
3,423$589.2K0.1%ETFHighNew York, NY2026-10-27
High Net Worth Advisory Group LLC
3,403$586.0K0.1%ETFVery LowNaples, FL2026-10-26
Integrity Alliance, Llc.
3,332$573.6K0.0%ETFMediumUrbandale, IA2026-10-29
Garde Capital, Inc.
3,295$567.3K0.0%ETFLowSeattle, WA2026-10-29
NorthCrest Asset Manangement, LLC
3,287$600.2K0.0%GrowthLowPlymouth, MN2026-10-13
Principle Wealth Partners LLC
3,285$565.6K0.0%CoreVery LowMadison, CT2026-11-02
Clear Wave Wealth Management LLC
3,250$559.6K0.1%ETFN/ARed Bank, NJ2026-11-04
Davenport & Co LLC
3,247$559.0K0.0%CoreMediumRichmond, VA2026-10-14
Nilsine Partners, LLC
3,212$553.0K0.0%CoreMediumGreenwood Village, CO2026-11-02
Indiana Trust & Investment Management Co
3,200$550.9K0.2%GrowthLowMishawaka, IN2026-10-22
Hoge Financial Services, LLC
3,145$541.4K0.3%ETFVery LowCanonsburg, PA2026-11-05
McClarren Financial Advisors, Inc.
3,132$539.2K0.3%ETFMediumState College, PA2026-10-15
Advisor Resource Council
3,113$553.7K0.2%ETFLowDallas, TX2026-11-05
TD Private Client Wealth LLC
3,101$533.9K0.0%ETFLowNew York, NY2026-10-28
Capital Advantage, Inc.
3,091$532.2K0.1%ETFMediumWalnut Creek, CA2026-10-14
Cambridge Advisors Inc.
3,073$529.0K0.1%ETFVery LowOmaha, NE2026-10-19
Resonant Capital Advisors, LLC
3,062$527.2K0.0%ETFLowMadison, WI2026-10-15
Manchester Capital Management LLC
3,029$521.5K0.1%CoreLowManchester, VT2026-10-22
Blume Capital Management, Inc.
3,010$518.2K0.1%CoreMediumBerkeley, CA2026-10-26
Certified Advisory Corp
3,009$518.0K0.0%ETFLowAltamonte Springs, FL2026-10-29
Provenance Wealth Advisors, LLC
2,993$515.3K0.0%ETFLowFort Lauderdale, FL2026-10-30
Ted Buchan & Co
2,901$499.4K0.2%ETFLowSan Diego, CA2026-10-23
Compass Financial Group, Inc
2,879$495.7K0.1%ETFVery LowSioux Falls, SD2026-10-13
Creative Financial Designs Inc
2,867$493.7K0.0%ETFMediumKokomo, IN2026-11-04
Sherry Group, Inc.
2,859$492.2K0.5%ETFMediumMountain Home, AR2026-10-09
Solutions 4 Wealth, Ltd
2,824$486.2K0.6%ETFMediumSouthlake, TX2026-11-03
SteelPeak Wealth, LLC
2,805$482.9K0.0%GrowthHighWoodland Hills, CA2026-10-16
Trinity Financial Advisors LLC
2,800$482.1K0.1%ETFLowColumbus, OH2026-10-09
SC&H Financial Advisors, Inc.
2,795$481.1K0.1%ETFVery LowHunt Valley, MD2026-10-14
Yoder Wealth Management, Inc.
2,733$470.5K0.2%ETFLowWalnut Creek, CA2026-10-13
Trust Point Inc.
2,731$470.2K0.0%CoreMediumLa Crosse, WI2026-10-27
StoneX Group Inc.
2,724$469.0K0.0%ETFMediumNew York, NY2026-11-03
Avalon Capital Management
2,718$467.9K0.1%GrowthMediumMenlo Park, CA2026-11-04
Echo45 Advisors LLC
2,717$467.8K0.2%ETFLowWalnut Creek, CA2026-10-07
Klingman & Associates, LLC
2,707$466.0K0.0%ETFVery LowNew York, NY2026-10-20
Chemistry Wealth Management LLC
2,699$464.7K0.1%CoreLowNew York, NY2026-10-16
Wealthcare Advisory Partners LLC
2,686$462.4K0.0%ETFLowWest Chester, PA2026-10-21
Idaho Trust Co
2,657$457.4K0.1%ETFLowBoise, ID2026-11-04
Plan Group Financial, LLC
2,649$501.1K0.1%ETFMediumOklahoma City, OK2026-10-22
Peterson Wealth Advisors, LLC
2,610$449.3K0.1%ETFLowOrem, UT2026-10-08
Diesslin Group, Inc.
2,574$443.2K0.2%ETFMediumFort Worth, TX2026-10-14
United Advisor Group, LLC
2,573$443.0K0.0%ETFLowCincinnati, OH2026-11-03
Planning Strategies Inc.
2,555$439.9K0.3%ETFN/ALancaster, PA2026-10-02
Independent Wealth Network Inc.
2,535$436.4K0.1%ETFMediumUrbandale, IA2026-10-19
Bayshore Capital Advisors, LLC
2,522$434.2K0.2%YieldMediumTampa, FL2026-11-02
PKS Advisory Services, LLC
2,522$378.6K0.1%ETFMediumAlbany, NY2026-10-26
Blake Schutter Theil Wealth Advisors, LLC
2,468$424.9K0.3%ETFLowDayton, OH2026-11-02
Calder Financial LLC
2,468$424.9K0.4%ETFLowDowningtown, PA2026-10-13
Steel Grove Capital Advisors, LLC
2,467$424.7K0.0%ETFLowMemphis, TN2026-10-13
Compass Ion Advisors, LLC
2,433$418.8K0.0%ETFVery LowConshohocken, PA2026-10-23
Bluesphere Advisors LLC
2,354$405.3K0.1%ETFLowEast Norriton, PA2026-10-19
Firestone Capital Management
2,329$400.9K0.1%ETFVery LowSouth Miami, FL2026-11-03
Wedbush Securities Inc
2,323$4000.0%CoreLowPasadena, CA2026-10-22
Northside Capital Management, LLC
2,308$397.3K0.0%GARPLowHood River, OR2026-10-13
Colton Groome Financial Advisors, LLC
2,305$396.8K0.1%ETFLowAsheville, NC2026-10-06
Cowa, LLC
2,300$396.0K0.1%ETFMediumTulsa, OK2026-10-30
Twelve Points Wealth Management LLC
2,295$448.6K0.1%ETFMediumConcord, MA2026-11-03
Fifth Third Wealth Advisors LLC
2,290$394.2K0.0%IndexVery LowCincinnati, OH2026-10-22
RBA Wealth Management, LLC
2,283$393.1K0.1%ValueMediumNewport Beach, CA2026-10-28
Chicago Partners Investment Group LLC
2,254$435.0K0.0%GARPLowChicago, IL2026-10-27
Financial & Tax Architects, LLC
2,229$383.8K0.1%CoreHighSt Louis, MO2026-10-15
Beese Fulmer Investment Management, Inc.
2,210$380.5K0.0%CoreLowCanton, OH2026-10-23
Titleist Asset Management, LLC
2,203$379.4K0.0%ETFLowSan Antonio, TX2026-10-08
US Bancorp \de\
2,186$376.3K0.0%IndexLowMinneapolis, MN2026-11-05
Covestor Ltd
2,179$3750.0%ValueHighLondon, United Kingdom2026-10-30
Sentinel Trust Co LBA
2,170$3740.0%ETFVery LowHouston, TX2026-11-03
CRA Financial Services, LLC
2,159$371.6K0.0%ETFVery LowNorthfield, NJ2026-10-16
NorthLanding Financial Partners, LLC
2,153$370.6K0.3%ETFLowRochester, NY2026-10-15
Harbor Asset Planning, Inc.
2,132$367.2K0.3%ETFVery LowBelmont, MA2026-10-23
Strategic Advocates LLC
2,130$366.7K1.4%GrowthLowSacramento, CA2026-11-03
Optima Capital LLC
2,123$365.5K0.1%ETFHighPortland, OR2026-10-29
Parr Mcknight Wealth Management Group, LLC
2,114$364.0K0.0%CoreMediumMinneapolis, MN2026-10-30
Laurel Wealth Advisors LLC
2,100$361.5K0.0%CoreVery LowCharlotte, NC2026-10-27
Opus Capital Group, LLC
2,090$3600.0%ETFVery LowCincinnati, OH2026-10-30
CWA Asset Management Group, LLC
2,083$358.6K0.0%CoreMediumNaples, FL2026-10-19
Elevation Point Wealth Partners, LLC
2,022$348.1K0.0%CoreHighDenver, CO2026-11-05
KDK Private Wealth Management, LLC
2,018$347.4K0.3%ETFVery LowHouston, TX2026-11-03
Ryan Investment Management, Inc.
2,007$345.5K0.1%ETFVery HighBasalt, CO2026-10-20
Arlington Trust Co LLC
2,000$344.3K0.0%ETFMediumBirmingham, AL2026-10-20
Black Diamond Financial, LLC
1,991$342.8K0.0%ETFVery LowTowson, MD2026-10-26
Patten & Patten Inc
1,988$342.3K0.0%CoreLowChattanooga, TN2026-10-26
Northeast Investment Management
1,975$340.0K0.0%GrowthVery LowBoston, MA2026-10-30
Arsenal Capital Advisors LLC
1,967$338.6K0.2%GrowthLowConshohocken, PA2026-11-02
Kathmere Capital Management, LLC
1,925$331.4K0.0%ETFLowWayne, PA2026-10-20
Sound Income Strategies, LLC
1,924$351.4K0.0%YieldMediumFt Lauderdale, FL2026-10-09
Apella Capital, LLC
1,922$341.4K0.0%ETFVery LowWest Hartford, CT2026-10-08
Enclave Advisors LLC
1,914$329.5K0.0%ETFMediumAustin, TX2026-10-14
Matauro, LLC
1,911$329.0K0.0%ETFLowNew York, NY2026-11-03
Nicholas Hoffman & Company, Llc.
1,877$323.2K0.0%ETFVery LowAtlanta, GA2026-10-30
Myecfo, LLC
1,872$322.3K0.1%ETFVery LowLa Jolla, CA2026-10-14
Annex Advisory Services, LLC
1,826$314.3K0.0%GrowthHighBrookfield, WI2026-10-16
Howard Wealth Management, LLC
1,821$313.5K0.1%ETFVery LowMadison, CT2026-10-28
Walkner Condon Financial Advisors LLC
1,807$311.1K0.0%ETFLowVerona, WI2026-11-02
GFS Advisors, LLC
1,800$310.0K0.0%CoreLowHouston, TX2026-11-03
McKinley Carter Wealth Services, Inc.
1,788$307.8K0.0%ETFMediumWheeling, WV2026-10-16
Burney Co/
1,769$304.6K0.0%GARPMediumReston, VA2026-10-15
Joel Isaacson & Co., LLC
1,761$303.2K0.0%ETFVery LowNew York, NY2026-11-05
Silverlake Wealth Management LLC
1,758$302.7K0.1%ETFLowWilliston, VT2026-10-21
Wealthcare Capital Partners, LLC
1,676$288.5K0.1%ETFLowWest Chester, PA2026-10-21
Diversify Advisory Services, LLC
1,673$310.3K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
1,673$310.3K0.0%GrowthMediumSandy, UT2026-10-20
Ritholtz Wealth Management
1,668$287.1K0.0%IndexLowNew York, NY2026-11-05
Hofer & Associates. Inc
1,650$284.1K0.2%ETFHighThousand Oaks, CA2026-10-13
RED Crane Wealth Management, LLC
1,650$284.1K0.2%ETFLowSan Francisco, CA2026-10-14
Mustard Seed Financial, LLC
1,636$281.7K0.1%ETFLowMagnolia, AR2026-10-30
Victory Financial Group, LLC
1,635$281.4K0.0%ETFLowAustin, TX2026-10-27
Dynamic Advisor Solutions LLC
1,582$272.4K0.0%ETFLowPhoenix, AZ2026-10-13
Fischer Financial Services, Inc.
1,578$271.7K0.1%GrowthVery LowHarrisburg, PA2026-10-30
Rhodes Investment Advisors Inc
1,577$271.5K0.2%CoreMediumFort Worth, TX2026-10-07
waypoint wealth counsel
1,568$270.0K0.2%CoreLowAtlanta, GA2026-10-22
Boltwood Capital Management
1,549$266.7K0.1%ETFVery LowWalnut Creek, CA2026-10-02
First Premier Bank
1,548$2660.0%CoreVery LowSioux Falls, SD2026-10-13
Spire Wealth Management
1,547$266.4K0.0%GrowthMediumMclean, VA2026-10-30
Capital Investment Counsel, LLC
1,545$265.9K0.0%CoreLowDenver, CO2026-10-14
JFS Wealth Advisors, LLC
1,513$260.5K0.0%ETFVery LowHermitage, PA2026-11-03
West Bancorporation Inc
1,495$257.4K0.1%ETFLowWest Des Moines, IA2026-10-29
Armstrong Advisory Group, Inc
1,491$256.6K0.0%ETFHighNeedham, MA2026-10-09
Kachkovsky & Fisher, Inc.
1,480$254.9K0.2%ETFN/ASan Diego, CA2026-10-21
Private Management Group Inc
1,460$251.4K0.0%YieldLowIrvine, CA2026-11-04
BOS Asset Management, LLC
1,449$249.4K0.1%ETFLowSpringfield, IL2026-10-09
LongView Wealth Management
1,444$248.6K0.1%ETFLowAtlanta, GA2026-10-19
NTV Asset Management LLC
1,422$244.8K0.0%GrowthLowCharleston, WV2026-10-23
Collective Family Office LLC
1,418$244.1K0.1%ETFLowYork, PA2026-10-05
Cyndeo Wealth Partners, LLC
1,417$244.0K0.0%CoreMediumSt. Petersburg, FL2026-10-16
International Assets Investment Management, LLC
1,404$246.5K0.0%CoreVery HighOrlando, FL2026-11-02
Wilmington Savings Fund Society, FSB
1,383$238.1K0.0%CoreLowWilmington, DE2026-10-23
HUB Investment Partners, LLC
1,381$237.8K0.0%GrowthLowAustin, TX2026-11-03
Total Clarity Wealth Management, Inc.
1,374$236.6K0.0%ETFMediumSt. Charles, IL2026-10-26
Segment Wealth Management, LLC
1,350$232.4K0.0%CoreLowHouston, TX2026-10-26
Security Financial Services, Inc.
1,347$231.9K0.0%ETFMediumFort Wayne, IN2026-10-29
Jacobi Capital Management LLC
1,333$229.5K0.0%CoreLowPittston, PA2026-11-05
Motive Wealth Advisors
1,304$224.5K0.1%ETFVery LowBirmingham, MI2026-10-26
Sterling Financial Planning, Inc.
1,304$224.5K0.1%ETFVery LowSparta, NJ2026-10-28
Howard Capital Management, LLC
1,302$224.2K0.0%ETFHighAlpharetta, GA2026-10-16
Value Investment Professionals, LLC
1,301$224.0K0.2%ETFHighNew York, NY2026-10-13
Encompass More Asset Management
1,285$221.2K0.0%ETFHighDanville, CA2026-10-16
Mirae Asset Global Investments Co., Ltd.
1,276$219.7K0.0%GrowthLowSeoul, Malaysia2026-11-03
Compound Planning, Inc.
1,267$218.1K0.0%CoreLowNew York, NY2026-11-05
North Star Investment Management Corp.
1,258$216.6K0.0%CoreLowChicago, IL2026-10-27
Charles Schwab Trust Co
1,257$216.4K0.0%ETFLowHenderson, NV2026-10-15
Traynor Capital Management, Inc.
1,247$214.7K0.0%GrowthLowMalvern, PA2026-10-29
Investmark Advisory Group LLC
1,228$211.5K0.1%ETFVery LowShelton, CT2026-10-27
Meredith Wealth Planning
1,224$210.7K0.1%ETFLowMaryville, IL2026-10-14
Colonial River Investments, LLC
1,206$207.6K0.1%GrowthMediumMidlothian, VA2026-10-19
Zullo Investment Group, Inc.
1,205$207.5K0.1%GrowthVery LowScranton, PA2026-10-20
Innovative Wealth Building LLC
1,201$206.8K0.1%ETFVery LowCalifornia, MD2026-10-14
Anson Capital, Inc.
1,178$202.9K0.1%ETFLowTyrone, GA2026-10-23
Hardin Capital Partners, LLC
1,176$202.5K0.1%YieldVery LowGreenville, SC2026-10-09
Destiny Wealth Partners, LLC
1,173$219.8K0.0%ETFMediumTavares, FL2026-11-05
Diversified Enterprises, LLC
1,162$200.1K0.0%ETFVery LowWilmington, DE2026-10-19
Hurley Capital, LLC
1,162$200.1K0.1%GARPMediumNew York, NY2026-11-05
IFP Advisors, Inc
1,145$197.1K0.0%GrowthLowTampa, FL2026-10-16
Investors Research Corp
1,139$196.1K0.0%ETFLowAtlanta, GA2026-10-07
Larson Financial Group LLC
1,118$192.4K0.0%GrowthLowSt Louis, MO2026-11-05
Mather Group, Llc.
1,088$187.3K0.0%ETFMediumChicago, IL2026-10-14
Security National Bank
955$164.4K0.0%GrowthLowOmaha, NE2026-10-26
Bayban
943$141.6K0.1%ValueLowBayport, MN2026-11-05
Private Wealth Management Group, LLC
940$161.8K0.0%ETFLowPrinceton, NJ2026-10-19
Olistico Wealth, LLC
902$155.4K0.1%GrowthVery LowTulsa, OK2026-10-05
City State Bank
879$151.3K0.0%GrowthVery LowNorwalk, IA2026-10-20
Lanark Financial, Inc.
859$147.9K0.0%CoreMediumBirmingham, AL2026-10-26
Westside Investment Management, Inc.
842$147.6K0.0%GrowthLowSanta Monica, CA2026-11-02
Trust Co of Vermont
827$142.4K0.0%CoreVery LowBrattleboro, VT2026-10-21
EverSource Wealth Advisors, LLC
803$138.2K0.0%CoreMediumBirmingham, AL2026-11-04
Triumph Capital Management
775$133.4K0.0%ETFMediumDenver, CO2026-10-14
Transce3nd, LLC
685$130.1K0.1%GrowthLowBuda, TX2026-10-26
Root Financial Partners, LLC
681$117.2K0.0%ETFMediumEncinitas, CA2026-10-21
Vermillion Wealth Management, Inc.
670$115.3K0.1%ValueLowRosemount, MN2026-10-26
Ashton Thomas Securities, LLC
625$107.6K0.0%ETFMediumRochester, NY2026-10-26
Three Bridge Wealth Advisors, LLC
506$87.1K0.0%ETFLowLos Altos, CA2026-11-05
Physician Wealth Advisors, Inc.
466$80.2K0.0%ETFMediumMidvale, UT2026-10-20
Capital Investment Advisory Services, LLC
464$80.1K0.0%CoreMediumRaleigh, NC2026-10-30
Davis Capital Management
401$69.0K0.0%CoreLowJacksonville, FL2026-10-08
Community Financial Services Group, LLC
399$70.1K0.0%GrowthLowNewport, VT2026-10-15
Cape Investment Advisory, Inc.
389$67.0K0.0%ETFLowMcdonough, GA2026-10-13
Advanced Asset Management Advisors Inc
386$66.5K0.0%CoreVery LowDublin, OH2026-10-20
Beacon Investment Advisory Services, Inc.
372$64.0K0.0%GrowthLowMorristown, NJ2026-10-13
Gamma Investing LLC
342$58.9K0.0%IndexVery LowFoster City, CA2026-10-08
Key FInancial Inc
301$51.8K0.0%ETFLowWest Chester, PA2026-11-02
Northstar Asset Management Co
300$57.0K0.0%CoreVery LowBlue Bell, PA2026-10-22
Next Level Wealth Planning, LLC
278$47.9K0.0%ETFVery LowMeridian, ID2026-10-29
Bullock Wealth Management Group
272$47.8K0.0%GrowthLowBloomington, IN2026-10-09
Costello Asset Management, Inc
269$46.3K0.0%CoreLowFeasterville, PA2026-10-30
Highline Wealth Partners LLC
264$45.5K0.0%ETFMediumSherman Oaks, CA2026-10-19
Rakuten Securities, Inc.
253$43.6K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Coastline Trust Co
250$43.0K0.0%GrowthVery LowProvidence, RI2026-10-01
Signaturefd, LLC
240$41.4K0.0%IndexLowAtlanta, GA2026-10-23
Quest 10 Wealth Builders, Inc.
222$38.3K0.0%ETFLowFuquay-Varina, VA2026-11-02
Abound Wealth Management
215$37.1K0.0%ETFVery LowFranklin, TN2026-10-26
Dhjj Financial Advisors, Ltd.
212$36.5K0.0%ETFVery LowNaperville, IL2026-10-23
Tradewinds Capital Management, LLC
211$36.2K0.0%ETFVery HighBellingham, WA2026-10-23
Bank of New Hampshire
210$36.2K0.0%CoreLowLaconia, NH2026-10-06
Murphy & Mullick Capital Management Corp
193$33.2K0.0%GrowthLowSmithtown, NY2026-11-02
Gleason Group, Inc.
188$32.4K0.0%ETFVery LowProspect, KY2026-10-15
Creative Capital Management Investments LLC
186$32.0K0.0%ETFLowSan Diego, CA2026-10-28
Nova Financial LLC
186$32.0K0.0%N/AN/ATucson, AZ2026-11-04
MilWealth Group LLC
185$31.9K0.0%ETFVery LowMilwaukee, WI2026-11-02
Golden State Wealth Management, LLC
167$28.8K0.0%ETFMediumSanta Ana, CA2026-11-02
Evermay Wealth Management LLC
165$28.4K0.0%ETFLowArlington, VA2026-11-05
Cranbrook Wealth Management, LLC
164$28.2K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
Financial Consulate, Inc
160$27.6K0.0%ETFLowHunt Valley, MD2026-10-23
Peachtree Investment Partners, LLC
158$27.2K0.0%MomentumLowIndian River Shores,, FL2026-11-05
Vision Financial Markets LLC
156$27.4K0.0%CoreLowStamford, CT2026-10-22
Frisco Financial Planning LLC
150$25.8K0.0%ETFVery LowFrisco, TX2026-10-05
Jnba Financial Advisors
148$25.5K0.0%ETFMediumBloomington, MN2026-11-03
Archer Investment Corp
142$24.4K0.0%CoreMediumCarmel, IN2026-11-05
Clark Wealth Partners
135$23.3K0.0%ETFVery LowO'Fallon, IL2026-10-19
Trust Co
130$22.4K0.0%ETFVery LowManhattan, KS2026-10-09
Quaker Wealth Management, LLC
128$22.1K0.0%ETFMediumMoorestown, NJ2026-10-22
Loring Wolcott & Coolidge Fiduciary Advisors LLP
108$18.6K0.0%GrowthVery LowBoston, MA2026-10-23
Asset Dedication, LLC
103$17.7K0.0%ETFLowSan Francisco, CA2026-11-03
Allspring Global Investments Holdings, LLC
103$18.1K0.0%CoreMediumCharlotte, NC2026-11-04
Nfsg Corp
103$17.8K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Entrust Financial LLC
103$17.7K0.0%ETFLowWayne, PA2026-11-04
Sunrise Financial Services, LLC
102$17.6K0.0%ETFMediumBurien, WA2026-10-21
Evolution Wealth Management Inc.
100$17.2K0.0%ETFMediumFort Myers, FL2026-10-28
Tsfg, LLC
98$170.0%ETFLowLake Forest, IL2026-10-23
Hanson & Doremus Investment Management
96$170.0%CoreVery LowBurlington, VT2026-10-16
New England Capital Financial Advisors LLC
89$15.3K0.0%ETFLowMeriden, CT2026-11-03
Lodestone Wealth Management LLC
88$15.2K0.0%CoreLowSpokane, WA2026-10-14
Main Street Group, LTD
80$13.8K0.0%ETFMediumGlen Allen, VA2026-10-28
Elevate Wealth Advisory, Inc
77$13.3K0.0%ETFVery LowAthens, GA2026-10-29
Hazlett, Burt & Watson, Inc.
76$130.0%CoreVery LowWheeling, WV2026-11-04
Private Trust Co NA
76$13.1K0.0%CoreLowCleveland, OH2026-10-20
Horizon Financial Services, LLC
60$10.3K0.0%ETFLowWinston Salem, NC2026-11-04
Central Trust Co
55$9.5K0.0%CoreLowJefferson City, MO2026-11-05
Silver Grove Financial Group, Inc.
55$9.5K0.0%CoreMediumOrchard Park, NY2026-11-05
Citizens National Bank Trust Department
50$8.6K0.0%CoreVery LowMeridian, MS2026-11-04
United Financial Planning Group LLC
43$7.4K0.0%ETFHighHauppauge, NY2026-11-04
Cullen T Bankers, Inc.
43$7.4K0.0%GrowthLowSan Antonio, TX2026-10-28
Key Capital Management, Inc
41$7.1K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Bradley & Co. Private Wealth Management, LLC
41$7.1K0.0%CoreVery LowMiami, FL2026-10-23
Thurston, Springer, Miller, Herd & Titak, Inc.
40$6.9K0.0%GrowthMediumIndianapolis, IN2026-10-14
Harbor Investment Advisory, LLC
39$6.7K0.0%GrowthLowLutherville, MD2026-10-13
Financial Network Wealth Advisors LLC
38$6.5K0.0%ETFLowMurray, UT2026-10-28
Cherry Tree Wealth Management, LLC
38$6.5K0.0%ETFVery LowMinnetonka, MN2026-10-15
Ascentis Independent Advisors
31$5.3K0.0%ETFLowDallas, TX2026-11-03
SYM Financial Corp
29$5.0K0.0%ETFVery LowWinona Lake, IN2026-10-26
Parkside Financial Bank & Trust
29$5.0K0.0%CoreVery LowSaint Louis, MO2026-10-27
Birch Financial Group, LLC
26$4.5K0.0%CoreLowKeene, NH2026-10-27
Fairscale Capital, LLC
25$4.9K0.0%GrowthVery LowNashua, NH2026-11-04
Montgomery Financial Services LLC
23$4.0K0.0%ETFN/AOcean City, MD2026-11-03
WPG Advisers, LLC
20$3.4K0.0%CoreLowBaltimore, MD2026-10-27
Rosenberg Matthew Hamilton
20$3.4K0.0%ETFVery LowGrand Junction, CO2026-10-05
Plante Moran Financial Advisors, LLC
16$2.8K0.0%ETFVery LowSouthfield, MI2026-11-04
Barrett & Company, Inc.
15$2.6K0.0%ETFLowProvidence, RI2026-10-22
POM Investment Strategies, LLC
15$2.6K0.0%ETFVery HighRaleigh, NC2026-10-20
Burk Holdings LLC
13$2.2K0.0%ETFVery LowTulsa, OK2026-11-05
Compass Financial Management LLC
10$1.7K0.0%CoreN/ATampa, FL2026-10-30
Signature Equity Partners, LLC
9$1.5K0.0%GrowthMediumColumbus, OH2026-10-29
GHP Investment Advisors, Inc.
8$1.4K0.0%CoreVery LowDenver, CO2026-10-15
Valley National Advisers Inc
8$1.4K0.0%ETFLowBethlehem, PA2026-10-23
Kings Path Partners LLC
7$1.2K0.0%ETFVery LowSugar Land, TX2026-10-21
Concord Wealth Partners
6$1.0K0.0%GrowthLowAbingdon, VA2026-11-02
First Command Advisory Services, Inc.
6$1.0K0.0%IndexLowFort Worth, TX2026-11-05
Balance Wealth Partners LLC
6$1.0K0.0%ETFMediumWorthington, OH2026-10-27
Pinnacle Wealth Planning Services, Inc.
1$1720.0%GARPLowMansfield, OH2026-10-27
Central Pacific Bank - Trust Division
1$1720.0%CoreMediumHonolulu, HI2026-10-06