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Vanguard Industrials ETF (VIS)

CUSIP: 92204A603 | NYSE | 1345 institutional holders

Quarters

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

Beacon Capital Management, Inc.266,223
5.4% of portfolio›$85.3M
Compass Financial Group, Inc153,707
5.3% of portfolio›$49.3M
Lido Advisors, LLC121,765
0.1% of portfolio›$39.0M
KCM Investment Advisors LLC87,262
0.8% of portfolio›$28.0M
Commonwealth Equity Services, LLC78,877
0.0% of portfolio›$25.3M
Harfst & Associates, Inc.72,675
3.5% of portfolio›$23.3M
Capital Advantage, Inc.51,963
2.0% of portfolio›$16.7M
Cadent Capital Advisors, LLC48,030
3.3% of portfolio›$15.4M
MinichMacGregor Wealth Management, LLC44,193
2.3% of portfolio›$14.2M
J.W. Cole Advisors, Inc.37,645
0.2% of portfolio›$12.1M
AGF Management LTD37,585
0.0% of portfolio›$12.0M
Truist Financial Corp33,374
0.0% of portfolio›$10.7M
J. Safra Sarasin Holding AG33,235
0.1% of portfolio›$10.4M
Wealth Enhancement Advisory Services, LLC32,582
0.0% of portfolio›$7.9M
MassMutual Private Wealth & Trust, FSB30,783
0.3% of portfolio›$9.9M
Strengthening Families & Communities, LLC25,682
1.8% of portfolio›$8.2M
Simon Quick Advisors, LLC22,652
0.3% of portfolio›$7.3M
Founders Grove Wealth Partners, LLC22,370
1.4% of portfolio›$7.2M
TD Waterhouse Canada Inc.22,120
0.0% of portfolio›$7.2M
Fifth Third Bancorp19,767
0.0% of portfolio›$6.3M
Sharper & Granite LLC19,319
2.1% of portfolio›$6.0M
Kestra Advisory Services, LLC19,254
0.0% of portfolio›$6.2M
Financial Advisory Partners, LLC18,500
1.6% of portfolio›$5.9M
Mosley Wealth Management17,253
1.6% of portfolio›$5.5M
Cambridge Investment Research Advisors, Inc.16,972
0.0% of portfolio›$5.4K
Maltin Wealth Management, Inc.16,679
1.7% of portfolio›$5.3M
Altura Wealth Advisors Inc.16,635
1.7% of portfolio›$5.3M
Quaker Wealth Management, LLC16,562
1.6% of portfolio›$5.3M
Creative Planning16,251
0.0% of portfolio›$5.2M
Crown Wealth Group, LLC14,871
1.2% of portfolio›$4.8M
Bailard, Inc.14,199
0.1% of portfolio›$4.6M
B. Riley Wealth Advisors, Inc.13,392
0.2% of portfolio›$4.3M
Retirement Planning Group, LLC12,754
0.1% of portfolio›$4.1M
Salomon & Ludwin, LLC12,586
0.3% of portfolio›$4.0M
Atria Investments, Inc12,009
0.0% of portfolio›$3.8M
AlphaCore Capital LLC11,030
0.1% of portfolio›$3.5M
Smith Asset Management Co., LLC10,920
2.9% of portfolio›$3.5M
Royal Fund Management, LLC10,237
0.3% of portfolio›$3.3M
Ashton Thomas Securities, LLC9,432
0.3% of portfolio›$3.0M
WBH Advisory Inc9,393
0.2% of portfolio›$3.0M
Praetorian Wealth Management, Inc.9,391
0.5% of portfolio›$3.0M
Citigroup Inc9,339
0.0% of portfolio›$3.0M
Brandywine OAK Private Wealth LLC9,314
0.2% of portfolio›$3.0M
Independent Financial Group, LLC9,242
0.1% of portfolio›$3.0M
Gibraltar Capital Management, Inc.9,230
0.4% of portfolio›$3.0M
Sheets Smith Wealth Management9,175
0.3% of portfolio›$2.9M
Prospera Financial Services Inc9,154
0.0% of portfolio›$2.9M
Park National Corp8,973
0.1% of portfolio›$2.9M
Ledyard National Bank8,315
0.2% of portfolio›$2.7M
First Financial Corp8,239
0.9% of portfolio›$2.6M
Capital Management Associates, Inc8,227
0.5% of portfolio›$2.6M
NorthCrest Asset Manangement, LLC8,110
0.1% of portfolio›$2.6M
Calder Financial LLC8,090
2.5% of portfolio›$2.6M
Apollon Financial, LLC8,082
0.3% of portfolio›$2.6M
Concurrent Investment Advisors, LLC7,807
0.0% of portfolio›$2.5M
Oppenheimer & Co Inc7,701
0.0% of portfolio›$2.5M
Allspring Global Investments Holdings, LLC7,482
0.0% of portfolio›$2.4M
RCW Management, LLC7,292
2.1% of portfolio›$2.3M
Bokf, NA6,753
0.0% of portfolio›$2.2M
Fischer Financial Services, Inc.6,740
0.5% of portfolio›$2.2M
Grimes & Co Wealth Management, LLC6,514
0.0% of portfolio›$2.1M
HB Wealth Management, LLC6,438
0.0% of portfolio›$2.1M
D.A. Davidson & Co.6,185
0.0% of portfolio›$2.0M
Assetmark, Inc6,026
0.0% of portfolio›$1.9M
Brighton Jones LLC5,989
0.0% of portfolio›$1.9M
Sonata Capital Group Inc5,750
0.6% of portfolio›$1.8M
NLB Skladi, upravljanje premozenja, d.o.o.5,677
0.1% of portfolio›$1.8M
MontVue Capital Management, Inc.4,576
0.9% of portfolio›$1.5M
Waldron Private Wealth LLC4,515
0.1% of portfolio›$1.4M
Congress Asset Management Co4,406
0.0% of portfolio›$1.4M
Prime Capital Investment Advisors, LLC4,329
0.0% of portfolio›$1.4M
Parallel Advisors, LLC4,191
0.0% of portfolio›$1.3M
Vaquero Private Wealth, LTD4,000
0.3% of portfolio›$1.3M
Sigma Planning Corp3,873
0.0% of portfolio›$1.2M
Chatham Capital Group, Inc.3,750
0.2% of portfolio›$1.2M
Asset One Wealth Management LLC3,726
0.1% of portfolio›$1.2M
Visionary Wealth Advisors3,704
0.0% of portfolio›$1.2M
Woodward Diversified Capital, LLC3,627
0.5% of portfolio›$1.2M
Integrated Advisors Network LLC3,562
0.1% of portfolio›$1.1M
Williams Jones Wealth Management, Llc.3,560
0.0% of portfolio›$1.1M
Brown, Lisle Ings, Inc.3,545
0.3% of portfolio›$1.1M
RBA Wealth Management, LLC3,494
0.4% of portfolio›$1.1M
Park Avenue Securities LLC3,456
0.0% of portfolio›$1.1K
City State Bank3,443
0.3% of portfolio›$1.1M
Koshinski Asset Management, Inc.3,412
0.1% of portfolio›$1.1M
Wealthcare Advisory Partners LLC3,339
0.0% of portfolio›$1.1M
Creative Financial Designs Inc3,292
0.0% of portfolio›$1.1M
Robertson Stephens Wealth Management, LLC3,282
0.0% of portfolio›$1.1M
Pinnacle Associates LTD3,249
0.0% of portfolio›$1.0M
Eagle Capital Management, LLC3,246
0.0% of portfolio›$1.0K
Franklin Street Advisors Inc3,157
0.1% of portfolio›$1.0M
Idaho Trust Co3,125
0.3% of portfolio›$1.0M
Valeo Financial Advisors, LLC3,074
0.0% of portfolio›$985.2K
Plancorp, LLC3,030
0.0% of portfolio›$971.9K
Eagle Wealth Advisors LLC2,882
0.7% of portfolio›$923.7K
Integrity Alliance, Llc.2,817
0.0% of portfolio›$903.1K
Farther Finance Advisors, LLC2,805
0.0% of portfolio›$899.1K
Narwhal Capital Management2,799
0.1% of portfolio›$897.1K
Northstar Asset Management Co2,770
0.2% of portfolio›$891.6K
Axxcess Wealth Management, LLC2,762
0.0% of portfolio›$885.4K
Collective Family Office LLC2,721
0.2% of portfolio›$872.1K
Thrivent Financial for Lutherans2,689
0.0% of portfolio›$862
Compass Financial Management LLC2,653
0.1% of portfolio›$850.3K
CWA Asset Management Group, LLC2,604
0.0% of portfolio›$834.6K
Baldwin Wealth Partners LLC2,583
0.1% of portfolio›$827.9K
Citizens Financial Group Inc2,526
0.0% of portfolio›$809.7K
Davenport & Co LLC2,486
0.0% of portfolio›$796.8K
Fifth Third Securities, Inc.2,410
0.0% of portfolio›$772.5K
Lauer Wealth, LLC2,394
0.5% of portfolio›$772.4K
Childress Capital Advisors, LLC2,352
0.1% of portfolio›$753.8K
OpenArc Corporate Advisory, LLC2,344
0.0% of portfolio›$751.3K
High Net Worth Advisory Group LLC2,341
0.2% of portfolio›$750.3K
Novem Group2,330
0.1% of portfolio›$746.9K
RFG Advisory, LLC2,260
0.0% of portfolio›$724.2K
Global Financial Private Client, LLC2,233
0.2% of portfolio›$715.7K
Avantax Planning Partners, Inc.2,202
0.0% of portfolio›$705.8K
Mather Group, Llc.2,175
0.0% of portfolio›$697.1K
Exchange Traded Concepts, LLC2,150
0.0% of portfolio›$689.1K
Mission Wealth Management, LP2,128
0.0% of portfolio›$682.0K
NWF Advisory Services Inc.2,112
0.1% of portfolio›$676.9K
Saxon Interests, Inc.2,052
0.2% of portfolio›$657.6K
Ascent Group, LLC2,014
0.0% of portfolio›$645.6K
Investment Planning Advisors, Inc.1,978
0.1% of portfolio›$634.0K
Guyasuta Investment Advisors Inc1,973
0.0% of portfolio›$632.4K
Asset Advisors Investment Management, LLC1,935
0.1% of portfolio›$620.2K
Quartz Partners, LLC1,930
0.2% of portfolio›$618.6K
Choreo, LLC1,926
0.0% of portfolio›$617.2K
Clear Creek Financial Management, LLC1,917
0.0% of portfolio›$614.4K
Founders Financial Securities LLC1,916
0.0% of portfolio›$614.2K
Kestra Private Wealth Services, LLC1,897
0.0% of portfolio›$608.1K
Bank of New York Mellon Corp1,889
0.0% of portfolio›$605.4K
Daymark Wealth Partners, LLC1,888
0.0% of portfolio›$605.1K
Blackston Financial Advisory Group, LLC1,876
0.3% of portfolio›$601.2K
Riverbridge Partners LLC1,823
0.0% of portfolio›$584.3K
IFP Advisors, Inc1,811
0.0% of portfolio›$580.4K
United Asset Strategies, Inc.1,794
0.0% of portfolio›$575.0K
Financial Consulate, Inc1,777
0.1% of portfolio›$569.5K
SmartHarvest Portfolios, LLC1,760
0.2% of portfolio›$564.1K
D'Orazio & Associates, Inc.1,743
0.1% of portfolio›$558.6K
First Premier Bank1,673
0.0% of portfolio›$537
Kennicott Capital Management LLC1,624
0.2% of portfolio›$520.5K
Bluesphere Advisors LLC1,583
0.2% of portfolio›$507.4K
Pines Wealth Management, LLC1,571
0.1% of portfolio›$503.5K
SeaBridge Investment Advisors LLC1,568
0.1% of portfolio›$502.5K
Analyst IMS Investment Management Services Ltd.1,560
0.0% of portfolio›$500
tru Independence LLC1,544
0.2% of portfolio›$494.7K
MGO One Seven LLC1,530
0.0% of portfolio›$490.5K
Raab & Moskowitz Asset Management LLC1,519
0.1% of portfolio›$486.9K
Banque Pictet & CIE SA1,515
0.0% of portfolio›$485.6K
Olistico Wealth, LLC1,478
0.2% of portfolio›$473.6K
Brookstone Capital Management1,476
0.0% of portfolio›$473.2K
Kathmere Capital Management, LLC1,457
0.0% of portfolio›$467.0K
Wespac Advisors, LLC1,445
0.2% of portfolio›$463.1K
McAdam, LLC1,430
0.0% of portfolio›$458.2K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,419
0.0% of portfolio›$454.8K
Wealth Enhancement Trust Services, Inc.1,407
0.0% of portfolio›$451.0K
KPP Advisory Services LLC1,355
0.1% of portfolio›$434.3K
Lake Street Private Wealth, LLC1,346
0.0% of portfolio›$431.3K
Mystic Asset Management, Inc.1,346
0.1% of portfolio›$431.4K
Connecticut Wealth Management, LLC1,337
0.0% of portfolio›$428.6K
HBW Advisory Services LLC1,328
0.0% of portfolio›$425.6K
Elevation Point Wealth Partners, LLC1,325
0.0% of portfolio›$424.8K
Endeavor Private Wealth, Inc.1,291
0.1% of portfolio›$413.8K
Montis Financial, LLC1,244
0.1% of portfolio›$398.7K
Key FInancial Inc1,217
0.1% of portfolio›$390.1K
TD Private Client Wealth LLC1,214
0.0% of portfolio›$389.1K
SilverOak Wealth Management LLC1,187
0.0% of portfolio›$380.4K
Redwood Financial Network Corp1,179
0.2% of portfolio›$378.0K
US Bancorp \de\1,171
0.0% of portfolio›$375.3K
Retirement Planning Co of New England, Inc.1,165
0.1% of portfolio›$373.4K
Waters Parkerson & Co., LLC1,150
0.0% of portfolio›$368.6K
Burney Co/1,146
0.0% of portfolio›$367.3K
LightSquare Wealth Management, LLC1,143
0.2% of portfolio›$366.4K
Harel Insurance Investments & Financial Services Ltd.1,139
0.0% of portfolio›$365
Signature Estate & Investment Advisors LLC1,136
0.0% of portfolio›$364.2K
Parsons Capital Management Inc1,103
0.0% of portfolio›$353.5K
Rare Wolf Capital LLC1,092
0.2% of portfolio›$350.0K
TFB Advisors LLC1,086
0.1% of portfolio›$348.1K
M.E. Allison & Co., Inc.1,040
0.2% of portfolio›$333.3K
Junk Investment Group, LLC1,023
0.1% of portfolio›$328.0K
Odyssey Capital Advisors, Inc.1,017
0.2% of portfolio›$326.1K
Keybank National Association1,014
0.0% of portfolio›$325.0K
Perryman Financial Advisory Inc1,008
0.0% of portfolio›$323.2K
Wedbush Securities Inc1,002
0.0% of portfolio›$321
Investment Advisory Services Inc1,000
0.1% of portfolio›$320.5K
Regent Peak Wealth Advisors LLC1,000
0.1% of portfolio›$320.5K
Elevatus Welath Management996
0.1% of portfolio›$319.4K
Albion Financial Group981
0.0% of portfolio›$314.4K
SYM Financial Corp977
0.0% of portfolio›$313.1K
Patten & Patten Inc955
0.0% of portfolio›$306.1K
Kellett Wealth Advisors, LLC955
0.1% of portfolio›$306.1K
Sound Income Strategies, LLC944
0.0% of portfolio›$304.6K
Heritage Investment Group, Inc.939
0.0% of portfolio›$301.0K
Gallacher Capital Management LLC937
0.2% of portfolio›$300.2K
Chicago Partners Investment Group LLC927
0.0% of portfolio›$291.9K
Hoxton Planning & Management, LLC923
0.1% of portfolio›$295.8K
Hazlett, Burt & Watson, Inc.918
0.0% of portfolio›$294
Wealthcare Capital Partners, LLC915
0.1% of portfolio›$293.2K
WealthBridge Capital Management, LLC900
0.1% of portfolio›$288.5K
Dynamic Advisor Solutions LLC892
0.0% of portfolio›$285.8K
NorthLanding Financial Partners, LLC887
0.2% of portfolio›$284.2K
Welch Group, LLC868
0.0% of portfolio›$278.1K
Cornerstone Wealth Management, LLC868
0.0% of portfolio›$278.2K
Archford Capital Strategies, LLC867
0.0% of portfolio›$277.7K
Markowski Investments850
0.1% of portfolio›$272.3K
Phillip James Consulting Co.850
0.2% of portfolio›$272.4K
Fulton Breakefield Broenniman LLC848
0.0% of portfolio›$271.8K
Lodestar Private Asset Management LLC822
0.0% of portfolio›$263.5K
Altfest L J & Co Inc819
0.0% of portfolio›$262.4K
Winthrop Capital Management, LLC802
0.1% of portfolio›$257.0K
Progressive Investment Management Corp800
0.1% of portfolio›$256.4K
GFS Advisors, LLC785
0.0% of portfolio›$252.0K
Jm2 Capital Inc.785
0.2% of portfolio›$251.6K
Roof Eidam Maycock Peralta, LLC780
0.0% of portfolio›$250.0K
4Wealth Advisors, Inc.779
0.2% of portfolio›$252.5K
Allied Investment Advisors, LLC778
0.0% of portfolio›$249.4K
Luts & Greenleigh Group, Inc.776
0.2% of portfolio›$248.7K
Focus Financial Network, Inc.774
0.0% of portfolio›$248.1K
Midwest Trust Co765
0.0% of portfolio›$245.2K
Americana Partners, LLC751
0.0% of portfolio›$240.7K
IVC Wealth Advisors LLC750
0.1% of portfolio›$240.4K
Ifrah Financial Services, Inc.738
0.1% of portfolio›$236.6K
KDK Private Wealth Management, LLC729
0.2% of portfolio›$233.7K
JBR Co Financial Management Inc725
0.1% of portfolio›$258.1K
Cdkv Holdings LLC724
0.2% of portfolio›$232.0K
Sageworth Trust Co719
0.0% of portfolio›$230.4K
Crescent Grove Advisors, LLC717
0.0% of portfolio›$229.8K
Smith Salley Wealth Management700
0.0% of portfolio›$224.4K
Ashton Thomas Private Wealth, LLC699
0.0% of portfolio›$224.0K
Howard Capital Management, LLC694
0.0% of portfolio›$222.4K
Perigon Wealth Management, LLC692
0.0% of portfolio›$221.8K
Krilogy Financial LLC680
0.0% of portfolio›$220.3K
Objective Capital Management, LLC680
0.2% of portfolio›$217.9K
Crusonia Wealth Advisors LLC675
0.0% of portfolio›$216.3K
TrustWell Financial Advisors, LLC667
0.2% of portfolio›$213.8K
Courier Capital LLC665
0.0% of portfolio›$213.1K
Avidian Wealth Enterprises, LLC664
0.0% of portfolio›$212.7K
Elser Financial Planning, Inc646
0.0% of portfolio›$207.0K
Sjbenen Advisory, LLC646
0.1% of portfolio›$210.7K
Wealthstar Advisors, LLC646
0.1% of portfolio›$207.1K
Nearside Advisors, LLC646
0.1% of portfolio›$207.0K
Santori & Peters, Inc.643
0.1% of portfolio›$206.2K
Tiller Private Wealth, Inc.635
0.1% of portfolio›$203.5K
Central Valley Advisors, LLC630
0.1% of portfolio›$201.9K
Blue Bell Private Wealth Management, LLC600
0.0% of portfolio›$192.4K
Viewpoint Capital Management LLC600
0.1% of portfolio›$192.3K
Armstrong Advisory Group, Inc581
0.0% of portfolio›$186.2K
Capital Investment Advisory Services, LLC568
0.0% of portfolio›$182.1K
Beacon Investment Advisory Services, Inc.537
0.0% of portfolio›$172.2K
Breakwater Investment Management518
0.1% of portfolio›$166.0K
Laurel Wealth Advisors LLC486
0.0% of portfolio›$155.8K
MTM Investment Management, LLC475
0.0% of portfolio›$152.2K
Archer Investment Corp406
0.0% of portfolio›$130.1K
Advantage Trust Co406
0.0% of portfolio›$130.1K
Private Trust Co NA404
0.0% of portfolio›$129.5K
Trust Co of Vermont360
0.0% of portfolio›$115.4K
Activest Wealth Management355
0.0% of portfolio›$113.8K
Elevation Wealth Partners, LLC328
0.0% of portfolio›$105.2K
Davis Capital Management326
0.1% of portfolio›$104.5K
Ascentis Independent Advisors320
0.0% of portfolio›$102.6K
Larson Financial Group LLC319
0.0% of portfolio›$102.1K
Y.D. More Investments Ltd300
0.0% of portfolio›$96.2K
SBI Securities Co., Ltd.298
0.0% of portfolio›$95.5K
Transce3nd, LLC297
0.1% of portfolio›$95.6K
Eastern Bank296
0.0% of portfolio›$94.9K
Fairscale Capital, LLC268
0.1% of portfolio›$86.0K
Triumph Capital Management260
0.0% of portfolio›$83.3K
Parkside Financial Bank & Trust252
0.0% of portfolio›$80.8K
Reap Financial Group, LLC252
0.0% of portfolio›$80.9K
Bayban250
0.1% of portfolio›$90.1K
Caldwell Trust Co237
0.0% of portfolio›$76.0K
Duncker Streett & Co Inc228
0.0% of portfolio›$73.1K
Cape Investment Advisory, Inc.226
0.0% of portfolio›$72.4K
Cassaday & Co Wealth Management LLC204
0.0% of portfolio›$65.4K
Barrett & Company, Inc.194
0.0% of portfolio›$62.2K
Cranbrook Wealth Management, LLC187
0.0% of portfolio›$59.9K
EverSource Wealth Advisors, LLC186
0.0% of portfolio›$59.6K
Clark Wealth Partners174
0.0% of portfolio›$55.8K
Wilmington Savings Fund Society, FSB170
0.0% of portfolio›$54.5K
DeDora Capital, Inc.149
0.0% of portfolio›$47.8K
Rosenberg Matthew Hamilton144
0.0% of portfolio›$46.2K
Signature Resources Capital Management, LLC138
0.0% of portfolio›$44.2K
Roxbury Financial LLC131
0.0% of portfolio›$41.9K
EPG Wealth Management LLC128
0.0% of portfolio›$41.1K
Rossby Financial, LCC120
0.0% of portfolio›$38.5K
Turtle Creek Wealth Advisors, LLC119
0.0% of portfolio›$38.1K
Golden State Wealth Management, LLC117
0.0% of portfolio›$37.7K
Root Financial Partners, LLC107
0.0% of portfolio›$34.3K
Bullock Wealth Management Group102
0.0% of portfolio›$33.0K
Next Level Wealth Planning, LLC102
0.0% of portfolio›$32.7K
Gamma Investing LLC100
0.0% of portfolio›$32.1K
Plante Moran Financial Advisors, LLC100
0.0% of portfolio›$32.1K
Key Capital Management, Inc90
0.0% of portfolio›$28.8K
Spire Wealth Management87
0.0% of portfolio›$27.8K
Concord Wealth Partners86
0.0% of portfolio›$27.6K
Harbor Asset Planning, Inc.85
0.0% of portfolio›$27.2K
IFS Advisors, LLC81
0.0% of portfolio›$26.0K
Beacon Financial Strategies Corp77
0.0% of portfolio›$24.7K
Balance Wealth Partners LLC76
0.0% of portfolio›$24.4K
Valley Wealth Managers, Inc.76
0.0% of portfolio›$24.4K
Pinnacle Wealth Planning Services, Inc.72
0.0% of portfolio›$23.1K
Mascoma Wealth Management LLC72
0.0% of portfolio›$23.1K
Horizon Financial Services, LLC72
0.0% of portfolio›$23.1K
Nemes Rush Group LLC59
0.0% of portfolio›$18.9K
Simplex Trading, LLC57
0.0% of portfolio›$18.3K
Lanark Financial, Inc.56
0.0% of portfolio›$18.0K
CX Institutional54
0.0% of portfolio›$17
Pinnacle Bancorp, Inc.52
0.0% of portfolio›$16.7K
GK Wealth Management LLC51
0.0% of portfolio›$16.5K
Vima LLC50
0.0% of portfolio›$16.0K
Farmers & Merchants Investments Inc47
0.0% of portfolio›$15.1K
Hilton Head Capital Partners, LLC42
0.0% of portfolio›$13.5K
Financial Management Professionals, Inc.40
0.0% of portfolio›$12.8K
Polaris Financial Partners34
0.0% of portfolio›$11
Jnba Financial Advisors33
0.0% of portfolio›$10.6K
Avion Wealth32
0.0% of portfolio›$10
Evolution Wealth Management Inc.32
0.0% of portfolio›$10.3K
Biltmore Family Office, LLC29
0.0% of portfolio›$9.3K
High Note Wealth, LLC26
0.0% of portfolio›$8.3K
Nfsg Corp26
0.0% of portfolio›$8.4K
Provenance Wealth Advisors, LLC25
0.0% of portfolio›$8.0K
Ascentis Wealth Management, LLC23
0.0% of portfolio›$7.4K
Blue Trust, Inc.23
0.0% of portfolio›$7.4K
City Holding Co20
0.0% of portfolio›$6.4K
POM Investment Strategies, LLC18
0.0% of portfolio›$5.8K
Signaturefd, LLC17
0.0% of portfolio›$5.4K
CoreCap Advisors, LLC16
0.0% of portfolio›$5.1K
Central Trust Co16
0.0% of portfolio›$5.1K
Hughes Financial Services, LLC15
0.0% of portfolio›$4.9K
Physician Wealth Advisors, Inc.15
0.0% of portfolio›$4.8K
Jacobi Capital Management LLC10
0.0% of portfolio›$3.2K
Pathway Financial Advisers, LLC9
0.0% of portfolio›$3.0K
Central Pacific Bank - Trust Division9
0.0% of portfolio›$2.9K
Tower View Wealth Management LLC8
0.0% of portfolio›$2.6K
Entrust Financial LLC5
0.0% of portfolio›$1.6K
Mechanics Financial Corp5
0.0% of portfolio›$1.6K
Cullen T Bankers, Inc.5
0.0% of portfolio›$1.6K
Rachor Investment Advisory Services, LLC4
0.0% of portfolio›$1.3K
First Command Advisory Services, Inc.2
0.0% of portfolio›$641
Gold Investment Management Ltd.1
0.0% of portfolio›$320
Elevated Capital Advisors, LLC1
0.0% of portfolio›$322
StyleTurnoverLocationFiled
Beacon Capital Management, Inc.
266,223$85.3M5.4%ETFMediumDayton, OH2026-10-13
Compass Financial Group, Inc
153,707$49.3M5.3%ETFVery LowSioux Falls, SD2026-10-13
Lido Advisors, LLC
121,765$39.0M0.1%GrowthLowLos Angeles, CA2026-11-04
KCM Investment Advisors LLC
87,262$28.0M0.8%CoreVery LowGreenbrae, CA2026-10-27
Commonwealth Equity Services, LLC
78,877$25.3M0.0%ETFLowWaltham, MA2026-11-02
Harfst & Associates, Inc.
72,675$23.3M3.5%GARPLowSheridan, WY2026-10-20
Capital Advantage, Inc.
51,963$16.7M2.0%ETFMediumWalnut Creek, CA2026-10-14
Cadent Capital Advisors, LLC
48,030$15.4M3.3%ETFHighTulsa, OK2026-10-09
MinichMacGregor Wealth Management, LLC
44,193$14.2M2.3%ETFHighSaratoga Springs, NY2026-10-14
J.W. Cole Advisors, Inc.
37,645$12.1M0.2%IndexLowTampa, FL2026-11-05
AGF Management LTD
37,585$12.0M0.0%GrowthHighToronto, Australia2026-11-03
Truist Financial Corp
33,374$10.7M0.0%CoreLowCharlotte, NC2026-10-30
J. Safra Sarasin Holding AG
33,235$10.4M0.1%CoreMediumBasel, Switzerland2026-10-26
Wealth Enhancement Advisory Services, LLC
32,582$7.9M0.0%CoreLowPlymouth, MN2026-10-13
MassMutual Private Wealth & Trust, FSB
30,783$9.9M0.3%CoreLowSpringfield, MA2026-10-05
Strengthening Families & Communities, LLC
25,682$8.2M1.8%CoreMediumBoston, MA2026-10-21
Simon Quick Advisors, LLC
22,652$7.3M0.3%ETFLowMorristown, NJ2026-10-26
Founders Grove Wealth Partners, LLC
22,370$7.2M1.4%ETFLowRichmond, VA2026-10-16
TD Waterhouse Canada Inc.
22,120$7.2M0.0%CoreLowToronto, Australia2026-10-16
Fifth Third Bancorp
19,767$6.3M0.0%IndexVery LowCincinnati, OH2026-11-05
Sharper & Granite LLC
19,319$6.0M2.1%ETFLowEl Segundo, CA2026-11-02
Kestra Advisory Services, LLC
19,254$6.2M0.0%CoreLowAustin, TX2026-11-02
Financial Advisory Partners, LLC
18,500$5.9M1.6%ETFVery LowWinter Park, FL2026-10-23
Mosley Wealth Management
17,253$5.5M1.6%ETFHighAnaheim, CA2026-10-16
Cambridge Investment Research Advisors, Inc.
16,972$5.4K0.0%ETFLowFairfield, IA2026-11-02
Maltin Wealth Management, Inc.
16,679$5.3M1.7%ETFMediumRidgewood, NJ2026-10-13
Altura Wealth Advisors Inc.
16,635$5.3M1.7%GrowthLowSanta Clara, CA2026-10-22
Quaker Wealth Management, LLC
16,562$5.3M1.6%ETFMediumMoorestown, NJ2026-10-22
Creative Planning
16,251$5.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Crown Wealth Group, LLC
14,871$4.8M1.2%ETFMediumCharlotte, NC2026-10-19
Bailard, Inc.
14,199$4.6M0.1%GrowthMediumFoster City, CA2026-10-13
B. Riley Wealth Advisors, Inc.
13,392$4.3M0.2%GrowthLowMemphis, TN2026-10-13
Retirement Planning Group, LLC
12,754$4.1M0.1%ETFVery LowLeawood, KS2026-10-19
Salomon & Ludwin, LLC
12,586$4.0M0.3%ETFVery LowRichmond, VA2026-10-29
Atria Investments, Inc
12,009$3.8M0.0%CoreMediumCharlotte, NC2026-10-15
AlphaCore Capital LLC
11,030$3.5M0.1%ETFLowLa Jolla, CA2026-11-04
Smith Asset Management Co., LLC
10,920$3.5M2.9%YieldLowChiefland, FL2026-10-16
Royal Fund Management, LLC
10,237$3.3M0.3%GrowthMediumLady Lake, FL2026-10-22
Ashton Thomas Securities, LLC
9,432$3.0M0.3%ETFMediumRochester, NY2026-10-26
WBH Advisory Inc
9,393$3.0M0.2%ETFLowBaltimore, MD2026-11-05
Praetorian Wealth Management, Inc.
9,391$3.0M0.5%ETFVery LowCarmel, CA2026-10-16
Citigroup Inc
9,339$3.0M0.0%CoreMediumNew York, NY2026-11-04
Brandywine OAK Private Wealth LLC
9,314$3.0M0.2%ETFVery LowKennett Square, PA2026-10-23
Independent Financial Group, LLC
9,242$3.0M0.1%GrowthLowSan Diego, CA2026-10-13
Gibraltar Capital Management, Inc.
9,230$3.0M0.4%CoreLowTulsa, OK2026-10-27
Sheets Smith Wealth Management
9,175$2.9M0.3%CoreLowWinston-Salem, NC2026-10-16
Prospera Financial Services Inc
9,154$2.9M0.0%CoreMediumDallas, TX2026-11-04
Park National Corp
8,973$2.9M0.1%CoreLowNewark, OH2026-10-05
Ledyard National Bank
8,315$2.7M0.2%CoreLowHanover, NH2026-10-21
First Financial Corp
8,239$2.6M0.9%CoreVery LowTerre Haute, IN2026-10-13
Capital Management Associates, Inc
8,227$2.6M0.5%ETFLowMinneapolis, MN2026-10-20
NorthCrest Asset Manangement, LLC
8,110$2.6M0.1%GrowthLowPlymouth, MN2026-10-13
Calder Financial LLC
8,090$2.6M2.5%ETFLowDowningtown, PA2026-10-13
Apollon Financial, LLC
8,082$2.6M0.3%ETFVery LowMount Pleasant, SC2026-10-23
Concurrent Investment Advisors, LLC
7,807$2.5M0.0%GrowthMediumTampa, FL2026-10-16
Oppenheimer & Co Inc
7,701$2.5M0.0%CoreLowNew York, NY2026-10-26
Allspring Global Investments Holdings, LLC
7,482$2.4M0.0%CoreMediumCharlotte, NC2026-11-04
RCW Management, LLC
7,292$2.3M2.1%ETFVery LowJacksonville, FL2026-10-30
Bokf, NA
6,753$2.2M0.0%CoreLowTulsa, OK2026-10-27
Fischer Financial Services, Inc.
6,740$2.2M0.5%GrowthVery LowHarrisburg, PA2026-10-30
Grimes & Co Wealth Management, LLC
6,514$2.1M0.0%CoreLowWestborough, MA2026-10-29
HB Wealth Management, LLC
6,438$2.1M0.0%IndexVery LowAtlanta, GA2026-10-23
D.A. Davidson & Co.
6,185$2.0M0.0%CoreLowGreat Falls, MT2026-10-28
Assetmark, Inc
6,026$1.9M0.0%ETFLowConcord, CA2026-10-21
Brighton Jones LLC
5,989$1.9M0.0%CoreVery LowSeattle, WA2026-11-03
Sonata Capital Group Inc
5,750$1.8M0.6%ETFVery LowSeattle, WA2026-10-19
NLB Skladi, upravljanje premozenja, d.o.o.
5,677$1.8M0.1%GrowthLowLjubljana, Andorra2026-10-22
MontVue Capital Management, Inc.
4,576$1.5M0.9%ETFVery LowLynchburg, VA2026-10-19
Waldron Private Wealth LLC
4,515$1.4M0.1%ETFVery LowBridgeville, PA2026-11-02
Congress Asset Management Co
4,406$1.4M0.0%GrowthMediumBoston, MA2026-10-06
Prime Capital Investment Advisors, LLC
4,329$1.4M0.0%ETFLowOverland Park, KS2026-10-20
Parallel Advisors, LLC
4,191$1.3M0.0%IndexLowSan Francisco, CA2026-11-03
Vaquero Private Wealth, LTD
4,000$1.3M0.3%ETFN/ADallas, TX2026-10-27
Sigma Planning Corp
3,873$1.2M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Chatham Capital Group, Inc.
3,750$1.2M0.2%CoreLowSavannah, GA2026-10-16
Asset One Wealth Management LLC
3,726$1.2M0.1%GrowthLowBellevue, WA2026-11-02
Visionary Wealth Advisors
3,704$1.2M0.0%ETFLowO'Fallon, IL2026-11-04
Woodward Diversified Capital, LLC
3,627$1.2M0.5%CoreLowBakersfield, CA2026-10-21
Integrated Advisors Network LLC
3,562$1.1M0.1%GrowthMediumDallas, TX2026-10-20
Williams Jones Wealth Management, Llc.
3,560$1.1M0.0%GrowthLowNew York, NY2026-11-05
Brown, Lisle Ings, Inc.
3,545$1.1M0.3%CoreVery LowProvidence, RI2026-10-16
RBA Wealth Management, LLC
3,494$1.1M0.4%ValueMediumNewport Beach, CA2026-10-28
Park Avenue Securities LLC
3,456$1.1K0.0%ETFMediumNew York, NY2026-10-26
City State Bank
3,443$1.1M0.3%GrowthVery LowNorwalk, IA2026-10-20
Koshinski Asset Management, Inc.
3,412$1.1M0.1%ETFLowDecatur, IL2026-10-29
Wealthcare Advisory Partners LLC
3,339$1.1M0.0%ETFLowWest Chester, PA2026-10-21
Creative Financial Designs Inc
3,292$1.1M0.0%ETFMediumKokomo, IN2026-11-04
Robertson Stephens Wealth Management, LLC
3,282$1.1M0.0%ETFMediumSan Francisco, CA2026-10-16
Pinnacle Associates LTD
3,249$1.0M0.0%CoreLowNew York, NY2026-10-20
Eagle Capital Management, LLC
3,246$1.0K0.0%GrowthVery LowMandeville, LA2026-10-19
Franklin Street Advisors Inc
3,157$1.0M0.1%GrowthMediumChapel Hill, NC2026-10-13
Idaho Trust Co
3,125$1.0M0.3%ETFLowBoise, ID2026-11-04
Valeo Financial Advisors, LLC
3,074$985.2K0.0%ETFLowCarmel, IN2026-10-08
Plancorp, LLC
3,030$971.9K0.0%ETFLowSaint Louis, MO2026-11-03
Eagle Wealth Advisors LLC
2,882$923.7K0.7%Agg GrowthMediumWestport, CT2026-10-20
Integrity Alliance, Llc.
2,817$903.1K0.0%ETFMediumUrbandale, IA2026-10-29
Farther Finance Advisors, LLC
2,805$899.1K0.0%IndexLowSan Francisco, CA2026-10-08
Narwhal Capital Management
2,799$897.1K0.1%CoreLowMarietta, GA2026-11-04
Northstar Asset Management Co
2,770$891.6K0.2%CoreVery LowBlue Bell, PA2026-10-22
Axxcess Wealth Management, LLC
2,762$885.4K0.0%CoreLowCarlsbad, CA2026-10-21
Collective Family Office LLC
2,721$872.1K0.2%ETFLowYork, PA2026-10-05
Thrivent Financial for Lutherans
2,689$8620.0%GARPMediumMinneapolis, MN2026-11-05
Compass Financial Management LLC
2,653$850.3K0.1%CoreN/ATampa, FL2026-10-30
CWA Asset Management Group, LLC
2,604$834.6K0.0%CoreMediumNaples, FL2026-10-19
Baldwin Wealth Partners LLC
2,583$827.9K0.1%GrowthLowMarion, MA2026-10-13
Citizens Financial Group Inc
2,526$809.7K0.0%GrowthLowProvidence, RI2026-10-23
Davenport & Co LLC
2,486$796.8K0.0%CoreMediumRichmond, VA2026-10-14
Fifth Third Securities, Inc.
2,410$772.5K0.0%ETFLowCincinnati, OH2026-10-21
Lauer Wealth, LLC
2,394$772.4K0.5%ETFMediumValparaiso, IN2026-10-13
Childress Capital Advisors, LLC
2,352$753.8K0.1%GARPMediumHouston, TX2026-10-28
OpenArc Corporate Advisory, LLC
2,344$751.3K0.0%GrowthLowAtlanta, GA2026-10-21
High Net Worth Advisory Group LLC
2,341$750.3K0.2%ETFVery LowNaples, FL2026-10-26
Novem Group
2,330$746.9K0.1%ETFMediumRochester, NY2026-10-19
RFG Advisory, LLC
2,260$724.2K0.0%ETFMediumBirmingham, AL2026-11-03
Global Financial Private Client, LLC
2,233$715.7K0.2%GrowthLowSarasota, FL2026-10-15
Avantax Planning Partners, Inc.
2,202$705.8K0.0%ETFLowDubuque, IA2026-11-03
Mather Group, Llc.
2,175$697.1K0.0%ETFMediumChicago, IL2026-10-14
Exchange Traded Concepts, LLC
2,150$689.1K0.0%GrowthMediumOklahoma City, OK2026-10-28
Mission Wealth Management, LP
2,128$682.0K0.0%ETFLowSanta Barbara, CA2026-10-15
NWF Advisory Services Inc.
2,112$676.9K0.1%GARPLowLos Angeles, CA2026-10-19
Saxon Interests, Inc.
2,052$657.6K0.2%ETFMediumHouston, TX2026-10-26
Ascent Group, LLC
2,014$645.6K0.0%CoreLowVirginia Beach, VA2026-10-30
Investment Planning Advisors, Inc.
1,978$634.0K0.1%ETFMediumCumming, GA2026-10-14
Guyasuta Investment Advisors Inc
1,973$632.4K0.0%CoreVery LowPittsburgh, PA2026-10-15
Asset Advisors Investment Management, LLC
1,935$620.2K0.1%CoreLowAugusta, GA2026-10-19
Quartz Partners, LLC
1,930$618.6K0.2%GARPMediumSaratoga Springs, NY2026-11-03
Choreo, LLC
1,926$617.2K0.0%IndexLowRockford, IL2026-10-28
Clear Creek Financial Management, LLC
1,917$614.4K0.0%ETFMediumSilverdale, WA2026-10-28
Founders Financial Securities LLC
1,916$614.2K0.0%ETFMediumTowson, MD2026-10-28
Kestra Private Wealth Services, LLC
1,897$608.1K0.0%GrowthLowAustin, TX2026-10-30
Bank of New York Mellon Corp
1,889$605.4K0.0%CoreLowNew York, NY2026-11-05
Daymark Wealth Partners, LLC
1,888$605.1K0.0%CoreLowCincinnati, OH2026-11-04
Blackston Financial Advisory Group, LLC
1,876$601.2K0.3%ETFLowThe Villages, FL2026-11-04
Riverbridge Partners LLC
1,823$584.3K0.0%GrowthLowMinneapolis, MN2026-11-05
IFP Advisors, Inc
1,811$580.4K0.0%GrowthLowTampa, FL2026-10-16
United Asset Strategies, Inc.
1,794$575.0K0.0%GrowthLowGarden City, NY2026-10-28
Financial Consulate, Inc
1,777$569.5K0.1%ETFLowHunt Valley, MD2026-10-23
SmartHarvest Portfolios, LLC
1,760$564.1K0.2%GrowthLowSeattle, WA2026-10-26
D'Orazio & Associates, Inc.
1,743$558.6K0.1%ETFLowVienna, VA2026-11-04
First Premier Bank
1,673$5370.0%CoreVery LowSioux Falls, SD2026-10-13
Kennicott Capital Management LLC
1,624$520.5K0.2%ETFVery LowLarkspur, CA2026-10-16
Bluesphere Advisors LLC
1,583$507.4K0.2%ETFLowEast Norriton, PA2026-10-19
Pines Wealth Management, LLC
1,571$503.5K0.1%GrowthLowSouthern Pines, NC2026-10-21
SeaBridge Investment Advisors LLC
1,568$502.5K0.1%GrowthMediumSummit, NJ2026-11-02
Analyst IMS Investment Management Services Ltd.
1,560$5000.0%ETFLowTel-Aviv, Luxembourg2026-11-05
tru Independence LLC
1,544$494.7K0.2%ETFLowPortland, OR2026-10-20
MGO One Seven LLC
1,530$490.5K0.0%GrowthLowBeachwood, OH2026-10-28
Raab & Moskowitz Asset Management LLC
1,519$486.9K0.1%CoreLowChatham, NJ2026-11-02
Banque Pictet & CIE SA
1,515$485.6K0.0%CoreMediumGeneva 73, Switzerland2026-10-16
Olistico Wealth, LLC
1,478$473.6K0.2%GrowthVery LowTulsa, OK2026-10-05
Brookstone Capital Management
1,476$473.2K0.0%ETFMediumWheaton, IL2026-10-22
Kathmere Capital Management, LLC
1,457$467.0K0.0%ETFLowWayne, PA2026-10-20
Wespac Advisors, LLC
1,445$463.1K0.2%ETFHighOrinda, CA2026-10-26
McAdam, LLC
1,430$458.2K0.0%ETFLowPhiladelphia, PA2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
1,419$454.8K0.0%GrowthVery LowSeattle, WA2026-10-27
Wealth Enhancement Trust Services, Inc.
1,407$451.0K0.0%GrowthMediumSioux Falls, SD2026-10-07
KPP Advisory Services LLC
1,355$434.3K0.1%GrowthMediumLouisville, KY2026-10-26
Lake Street Private Wealth, LLC
1,346$431.3K0.0%GrowthLowChicago, IL2026-10-22
Mystic Asset Management, Inc.
1,346$431.4K0.1%CoreVery LowWarwick, RI2026-10-15
Connecticut Wealth Management, LLC
1,337$428.6K0.0%ETFLowFarmington, CT2026-10-13
HBW Advisory Services LLC
1,328$425.6K0.0%ETFMediumSimi Valley, CA2026-10-15
Elevation Point Wealth Partners, LLC
1,325$424.8K0.0%CoreHighDenver, CO2026-11-05
Endeavor Private Wealth, Inc.
1,291$413.8K0.1%ETFMediumTopeka, KS2026-11-05
Montis Financial, LLC
1,244$398.7K0.1%ETFLowWaltham, MA2026-11-04
Key FInancial Inc
1,217$390.1K0.1%ETFLowWest Chester, PA2026-11-02
TD Private Client Wealth LLC
1,214$389.1K0.0%ETFLowNew York, NY2026-10-28
SilverOak Wealth Management LLC
1,187$380.4K0.0%ETFVery LowEdina, MN2026-10-29
Redwood Financial Network Corp
1,179$378.0K0.2%ETFLowSolon, OH2026-11-03
US Bancorp \de\
1,171$375.3K0.0%IndexLowMinneapolis, MN2026-11-05
Retirement Planning Co of New England, Inc.
1,165$373.4K0.1%CoreLowWarwick, RI2026-10-15
Waters Parkerson & Co., LLC
1,150$368.6K0.0%CoreVery LowNew Orleans, LA2026-11-04
Burney Co/
1,146$367.3K0.0%GARPMediumReston, VA2026-10-15
LightSquare Wealth Management, LLC
1,143$366.4K0.2%ETFN/ABingham Farms, MI2026-11-03
Harel Insurance Investments & Financial Services Ltd.
1,139$3650.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Signature Estate & Investment Advisors LLC
1,136$364.2K0.0%ETFMediumLos Angeles, CA2026-10-13
Parsons Capital Management Inc
1,103$353.5K0.0%CoreLowProvidence, RI2026-10-28
Rare Wolf Capital LLC
1,092$350.0K0.2%CoreMediumBellevue, WA2026-10-20
TFB Advisors LLC
1,086$348.1K0.1%ETFLowOverland Park, KS2026-11-02
M.E. Allison & Co., Inc.
1,040$333.3K0.2%CoreLowSan Antonio, TX2026-10-09
Junk Investment Group, LLC
1,023$328.0K0.1%ETFVery LowHunt Valley, MD2026-10-19
Odyssey Capital Advisors, Inc.
1,017$326.1K0.2%ETFLowBala Cynwyd, PA2026-10-26
Keybank National Association
1,014$325.0K0.0%CoreLowBrooklyn, OH2026-11-04
Perryman Financial Advisory Inc
1,008$323.2K0.0%GrowthVery LowDallas, TX2026-10-16
Wedbush Securities Inc
1,002$3210.0%CoreLowPasadena, CA2026-10-22
Investment Advisory Services Inc
1,000$320.5K0.1%CoreLowThe Woodlands, TX2026-10-27
Regent Peak Wealth Advisors LLC
1,000$320.5K0.1%GrowthLowAtlanta, GA2026-10-13
Elevatus Welath Management
996$319.4K0.1%GrowthHighVictor, NY2026-10-19
Albion Financial Group
981$314.4K0.0%GrowthLowSalt Lake City, UT2026-10-21
SYM Financial Corp
977$313.1K0.0%ETFVery LowWinona Lake, IN2026-10-26
Patten & Patten Inc
955$306.1K0.0%CoreLowChattanooga, TN2026-10-26
Kellett Wealth Advisors, LLC
955$306.1K0.1%ETFMediumCincinnati, OH2026-10-15
Sound Income Strategies, LLC
944$304.6K0.0%YieldMediumFt Lauderdale, FL2026-10-09
Heritage Investment Group, Inc.
939$301.0K0.0%ETFVery LowPompano Beach, FL2026-11-03
Gallacher Capital Management LLC
937$300.2K0.2%ValueMediumLone Tree, CO2026-10-30
Chicago Partners Investment Group LLC
927$291.9K0.0%GARPLowChicago, IL2026-10-27
Hoxton Planning & Management, LLC
923$295.8K0.1%ETFLowShepherdstown, WV2026-10-15
Hazlett, Burt & Watson, Inc.
918$2940.0%CoreVery LowWheeling, WV2026-11-04
Wealthcare Capital Partners, LLC
915$293.2K0.1%ETFLowWest Chester, PA2026-10-21
WealthBridge Capital Management, LLC
900$288.5K0.1%ETFLowWesterville, OH2026-10-16
Dynamic Advisor Solutions LLC
892$285.8K0.0%ETFLowPhoenix, AZ2026-10-13
NorthLanding Financial Partners, LLC
887$284.2K0.2%ETFLowRochester, NY2026-10-15
Welch Group, LLC
868$278.1K0.0%CoreVery LowBirmingham, AL2026-10-29
Cornerstone Wealth Management, LLC
868$278.2K0.0%ETFVery LowSt. Peters, MO2026-11-04
Archford Capital Strategies, LLC
867$277.7K0.0%GrowthMediumSwansea, IL2026-10-19
Markowski Investments
850$272.3K0.1%ETFN/ATampa, FL2026-10-30
Phillip James Consulting Co.
850$272.4K0.2%ETFVery HighPlymouth, MN2026-11-03
Fulton Breakefield Broenniman LLC
848$271.8K0.0%GrowthLowBethesda, MD2026-11-03
Lodestar Private Asset Management LLC
822$263.5K0.0%ETFLowAlamo, CA2026-10-26
Altfest L J & Co Inc
819$262.4K0.0%ETFHighNew York, NY2026-10-27
Winthrop Capital Management, LLC
802$257.0K0.1%ETFLowCarmel, IN2026-11-05
Progressive Investment Management Corp
800$256.4K0.1%GrowthLowLake Oswego, OR2026-10-26
GFS Advisors, LLC
785$252.0K0.0%CoreLowHouston, TX2026-11-03
Jm2 Capital Inc.
785$251.6K0.2%GrowthVery LowEdmond, OK2026-10-14
Roof Eidam Maycock Peralta, LLC
780$250.0K0.0%ETFVery LowSan Francisco, CA2026-10-15
4Wealth Advisors, Inc.
779$252.5K0.2%ETFMediumBurr Ridge, IL2026-10-13
Allied Investment Advisors, LLC
778$249.4K0.0%ValueLowBillings, MT2026-10-13
Luts & Greenleigh Group, Inc.
776$248.7K0.2%CoreVery LowBethesda, MD2026-11-05
Focus Financial Network, Inc.
774$248.1K0.0%ETFLowMinneapolis, MN2026-10-14
Midwest Trust Co
765$245.2K0.0%CoreLowOverland Park, KS2026-10-22
Americana Partners, LLC
751$240.7K0.0%CoreMediumHouston, TX2026-10-28
IVC Wealth Advisors LLC
750$240.4K0.1%GrowthLowSilverdale, PA2026-10-23
Ifrah Financial Services, Inc.
738$236.6K0.1%ETFLowLittle Rock, AR2026-10-13
KDK Private Wealth Management, LLC
729$233.7K0.2%ETFVery LowHouston, TX2026-11-03
JBR Co Financial Management Inc
725$258.1K0.1%GrowthLowArdmore, OK2026-10-13
Cdkv Holdings LLC
724$232.0K0.2%ETFMediumDenver, CO2026-10-28
Sageworth Trust Co
719$230.4K0.0%ETFLowLancaster, PA2026-10-30
Crescent Grove Advisors, LLC
717$229.8K0.0%ETFLowLake Forest, IL2026-10-21
Smith Salley Wealth Management
700$224.4K0.0%GrowthLowGreensboro, NC2026-11-03
Ashton Thomas Private Wealth, LLC
699$224.0K0.0%CoreMediumScottsdale, AZ2026-11-03
Howard Capital Management, LLC
694$222.4K0.0%ETFHighAlpharetta, GA2026-10-16
Perigon Wealth Management, LLC
692$221.8K0.0%GrowthLowSan Francisco, CA2026-10-22
Krilogy Financial LLC
680$220.3K0.0%GrowthLowSt. Louis, MO2026-10-13
Objective Capital Management, LLC
680$217.9K0.2%ETFLowFairlawn, OH2026-10-13
Crusonia Wealth Advisors LLC
675$216.3K0.0%ETFVery LowDenver, CO2026-10-26
TrustWell Financial Advisors, LLC
667$213.8K0.2%ETFMediumJacksonville, FL2026-10-15
Courier Capital LLC
665$213.1K0.0%ETFLowBuffalo, NY2026-10-19
Avidian Wealth Enterprises, LLC
664$212.7K0.0%ETFLowHouston, TX2026-10-08
Elser Financial Planning, Inc
646$207.0K0.0%GARPLowIndianapolis, IN2026-10-16
Sjbenen Advisory, LLC
646$210.7K0.1%ETFLowChapel Hill, NC2026-10-19
Wealthstar Advisors, LLC
646$207.1K0.1%ETFMediumPlano, TX2026-10-19
Nearside Advisors, LLC
646$207.0K0.1%Agg GrowthN/AIndianapolis, IN2026-10-20
Santori & Peters, Inc.
643$206.2K0.1%GrowthVery LowCanonsburg, PA2026-10-26
Tiller Private Wealth, Inc.
635$203.5K0.1%ETFVery LowBethlehem, PA2026-10-26
Central Valley Advisors, LLC
630$201.9K0.1%CoreLowSacramento, CA2026-10-27
Blue Bell Private Wealth Management, LLC
600$192.4K0.0%YieldVery LowBlue Bell, PA2026-10-29
Viewpoint Capital Management LLC
600$192.3K0.1%CoreVery LowSeattle, WA2026-10-27
Armstrong Advisory Group, Inc
581$186.2K0.0%ETFHighNeedham, MA2026-10-09
Capital Investment Advisory Services, LLC
568$182.1K0.0%CoreMediumRaleigh, NC2026-10-30
Beacon Investment Advisory Services, Inc.
537$172.2K0.0%GrowthLowMorristown, NJ2026-10-13
Breakwater Investment Management
518$166.0K0.1%ETFLowSeattle, WA2026-10-20
Laurel Wealth Advisors LLC
486$155.8K0.0%CoreVery LowCharlotte, NC2026-10-27
MTM Investment Management, LLC
475$152.2K0.0%CoreVery LowSpartanburg, SC2026-10-30
Archer Investment Corp
406$130.1K0.0%CoreMediumCarmel, IN2026-11-05
Advantage Trust Co
406$130.1K0.0%ETFVery LowSalina, KS2026-10-19
Private Trust Co NA
404$129.5K0.0%CoreLowCleveland, OH2026-10-20
Trust Co of Vermont
360$115.4K0.0%CoreVery LowBrattleboro, VT2026-10-21
Activest Wealth Management
355$113.8K0.0%ETFLowAventura, FL2026-10-15
Elevation Wealth Partners, LLC
328$105.2K0.0%ETFLowWalnut Creek, CA2026-10-07
Davis Capital Management
326$104.5K0.1%CoreLowJacksonville, FL2026-10-08
Ascentis Independent Advisors
320$102.6K0.0%ETFLowDallas, TX2026-11-03
Larson Financial Group LLC
319$102.1K0.0%GrowthLowSt Louis, MO2026-11-05
Y.D. More Investments Ltd
300$96.2K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
SBI Securities Co., Ltd.
298$95.5K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Transce3nd, LLC
297$95.6K0.1%GrowthLowBuda, TX2026-10-26
Eastern Bank
296$94.9K0.0%GrowthMediumBoston, MA2026-10-05
Fairscale Capital, LLC
268$86.0K0.1%GrowthVery LowNashua, NH2026-11-04
Triumph Capital Management
260$83.3K0.0%ETFMediumDenver, CO2026-10-14
Parkside Financial Bank & Trust
252$80.8K0.0%CoreVery LowSaint Louis, MO2026-10-27
Reap Financial Group, LLC
252$80.9K0.0%ETFLowAustin, TX2026-11-02
Bayban
250$90.1K0.1%ValueLowBayport, MN2026-11-05
Caldwell Trust Co
237$76.0K0.0%GrowthLowVenice, FL2026-10-30
Duncker Streett & Co Inc
228$73.1K0.0%GrowthLowSt. Louis, MO2026-10-27
Cape Investment Advisory, Inc.
226$72.4K0.0%ETFLowMcdonough, GA2026-10-13
Cassaday & Co Wealth Management LLC
204$65.4K0.0%ETFVery LowMclean, VA2026-10-27
Barrett & Company, Inc.
194$62.2K0.0%ETFLowProvidence, RI2026-10-22
Cranbrook Wealth Management, LLC
187$59.9K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
EverSource Wealth Advisors, LLC
186$59.6K0.0%CoreMediumBirmingham, AL2026-11-04
Clark Wealth Partners
174$55.8K0.0%ETFVery LowO'Fallon, IL2026-10-19
Wilmington Savings Fund Society, FSB
170$54.5K0.0%CoreLowWilmington, DE2026-10-23
DeDora Capital, Inc.
149$47.8K0.0%ETFVery LowNapa, CA2026-10-26
Rosenberg Matthew Hamilton
144$46.2K0.0%ETFVery LowGrand Junction, CO2026-10-05
Signature Resources Capital Management, LLC
138$44.2K0.0%ETFLowNewport Beach, CA2026-10-16
Roxbury Financial LLC
131$41.9K0.0%CoreVery LowMount Arlington, NJ2026-10-01
EPG Wealth Management LLC
128$41.1K0.0%GrowthLowAtlanta, GA2026-11-03
Rossby Financial, LCC
120$38.5K0.0%ETFMediumMelbourne, FL2026-11-05
Turtle Creek Wealth Advisors, LLC
119$38.1K0.0%GrowthLowDallas, TX2026-10-15
Golden State Wealth Management, LLC
117$37.7K0.0%ETFMediumSanta Ana, CA2026-11-02
Root Financial Partners, LLC
107$34.3K0.0%ETFMediumEncinitas, CA2026-10-21
Bullock Wealth Management Group
102$33.0K0.0%GrowthLowBloomington, IN2026-10-09
Next Level Wealth Planning, LLC
102$32.7K0.0%ETFVery LowMeridian, ID2026-10-29
Gamma Investing LLC
100$32.1K0.0%IndexVery LowFoster City, CA2026-10-08
Plante Moran Financial Advisors, LLC
100$32.1K0.0%ETFVery LowSouthfield, MI2026-11-04
Key Capital Management, Inc
90$28.8K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Spire Wealth Management
87$27.8K0.0%GrowthMediumMclean, VA2026-10-30
Concord Wealth Partners
86$27.6K0.0%GrowthLowAbingdon, VA2026-11-02
Harbor Asset Planning, Inc.
85$27.2K0.0%ETFVery LowBelmont, MA2026-10-23
IFS Advisors, LLC
81$26.0K0.0%ETFLowOverland Park, KS2026-10-14
Beacon Financial Strategies Corp
77$24.7K0.0%ETFVery LowRaleigh, NC2026-10-14
Balance Wealth Partners LLC
76$24.4K0.0%ETFMediumWorthington, OH2026-10-27
Valley Wealth Managers, Inc.
76$24.4K0.0%GARPMediumParamus, NJ2026-10-09
Pinnacle Wealth Planning Services, Inc.
72$23.1K0.0%GARPLowMansfield, OH2026-10-27
Mascoma Wealth Management LLC
72$23.1K0.0%ETFVery LowHanover, NH2026-10-23
Horizon Financial Services, LLC
72$23.1K0.0%ETFLowWinston Salem, NC2026-11-04
Nemes Rush Group LLC
59$18.9K0.0%CoreVery LowNovi, MI2026-11-04
Simplex Trading, LLC
57$18.3K0.0%CoreVery HighChicago, IL2026-11-04
Lanark Financial, Inc.
56$18.0K0.0%CoreMediumBirmingham, AL2026-10-26
CX Institutional
54$170.0%CoreMediumAuburn, IN2026-10-02
Pinnacle Bancorp, Inc.
52$16.7K0.0%CoreVery LowBeatrice, NE2026-10-21
GK Wealth Management LLC
51$16.5K0.0%GARPVery HighReno, NV2026-10-09
Vima LLC
50$16.0K0.0%CoreLowTroy, MI2026-10-23
Farmers & Merchants Investments Inc
47$15.1K0.0%CoreVery LowLincoln, NE2026-10-22
Hilton Head Capital Partners, LLC
42$13.5K0.0%CoreMediumHilton Head Island, SC2026-10-23
Financial Management Professionals, Inc.
40$12.8K0.0%ETFMediumAustin, TX2026-10-23
Polaris Financial Partners
34$110.0%GrowthN/AWesterville, OH2026-10-02
Jnba Financial Advisors
33$10.6K0.0%ETFMediumBloomington, MN2026-11-03
Avion Wealth
32$100.0%ETFLowThe Woodlands, TX2026-11-04
Evolution Wealth Management Inc.
32$10.3K0.0%ETFMediumFort Myers, FL2026-10-28
Biltmore Family Office, LLC
29$9.3K0.0%GrowthLowCharlotte, NC2026-11-03
High Note Wealth, LLC
26$8.3K0.0%ETFVery LowDeephaven, MN2026-10-27
Nfsg Corp
26$8.4K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Provenance Wealth Advisors, LLC
25$8.0K0.0%ETFLowFort Lauderdale, FL2026-10-30
Ascentis Wealth Management, LLC
23$7.4K0.0%Agg GrowthLowDallas, TX2026-11-03
Blue Trust, Inc.
23$7.4K0.0%ETFLowBrentwood, TN2026-10-15
City Holding Co
20$6.4K0.0%CoreLowCharleston, WV2026-10-19
POM Investment Strategies, LLC
18$5.8K0.0%ETFVery HighRaleigh, NC2026-10-20
Signaturefd, LLC
17$5.4K0.0%IndexLowAtlanta, GA2026-10-23
CoreCap Advisors, LLC
16$5.1K0.0%ETFMediumSouthfield, MI2026-10-08
Central Trust Co
16$5.1K0.0%CoreLowJefferson City, MO2026-11-05
Hughes Financial Services, LLC
15$4.9K0.0%ETFLowHerndon, VA2026-10-30
Physician Wealth Advisors, Inc.
15$4.8K0.0%ETFMediumMidvale, UT2026-10-20
Jacobi Capital Management LLC
10$3.2K0.0%CoreLowPittston, PA2026-11-05
Pathway Financial Advisers, LLC
9$3.0K0.0%CoreLowAuburn, IN2026-10-27
Central Pacific Bank - Trust Division
9$2.9K0.0%CoreMediumHonolulu, HI2026-10-06
Tower View Wealth Management LLC
8$2.6K0.0%MomentumMediumShorewood, WI2026-10-23
Entrust Financial LLC
5$1.6K0.0%ETFLowWayne, PA2026-11-04
Mechanics Financial Corp
5$1.6K0.0%CoreVery LowMansfield, OH2026-11-05
Cullen T Bankers, Inc.
5$1.6K0.0%GrowthLowSan Antonio, TX2026-10-28
Rachor Investment Advisory Services, LLC
4$1.3K0.0%ETFVery LowLinden, MI2026-10-29
First Command Advisory Services, Inc.
2$6410.0%IndexLowFort Worth, TX2026-11-05
Gold Investment Management Ltd.
1$3200.0%GARPVery LowEdmonton, Abu Dhabi2026-10-19
Elevated Capital Advisors, LLC
1$3220.0%ETFMediumSandy, UT2026-11-04