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Vanguard Utilities ETF (VPU)

CUSIP: 92204A876 | NYSE | 1584 institutional holders

Quarters

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

Beacon Capital Management, Inc.321,777
3.5% of portfolio›$55.0M
Commonwealth Equity Services, LLC155,331
0.0% of portfolio›$26.6M
Creative Financial Designs Inc126,441
1.0% of portfolio›$21.6M
Cambridge Investment Research Advisors, Inc.105,327
0.0% of portfolio›$18.0K
Allied Investment Advisors, LLC94,010
1.5% of portfolio›$16.1M
Patriot Investment Management Group, Inc.88,926
0.9% of portfolio›$15.2M
Lido Advisors, LLC85,725
0.0% of portfolio›$14.7M
Truist Financial Corp55,402
0.0% of portfolio›$9.5M
Kestra Advisory Services, LLC40,826
0.0% of portfolio›$7.0M
KCM Investment Advisors LLC35,304
0.2% of portfolio›$6.0M
Farther Finance Advisors, LLC34,647
0.0% of portfolio›$5.9M
Econ Financial Services Corp34,418
2.5% of portfolio›$5.9M
Bryn Mawr Trust Advisors, LLC30,791
0.2% of portfolio›$5.3M
Apollon Financial, LLC30,075
0.6% of portfolio›$5.1M
Porter White Investment Advisors, Inc.29,629
3.1% of portfolio›$5.1M
Porter White Investment Advisors, Inc.29,629
3.1% of portfolio›$5.1M
Creative Planning29,025
0.0% of portfolio›$5.0M
David Kennon Inc27,761
1.6% of portfolio›$4.7M
Moss Adams Wealth Advisors LLC26,913
0.3% of portfolio›$4.6M
Wealth Enhancement Advisory Services, LLC25,936
0.0% of portfolio›$4.6M
MRA Advisory Group25,244
1.6% of portfolio›$4.3M
New England Private Wealth Advisors LLC24,521
0.4% of portfolio›$4.2M
Fifth Third Securities, Inc.24,303
0.2% of portfolio›$4.2M
Atria Investments, Inc22,742
0.0% of portfolio›$3.9M
Dmkc Advisory Services, LLC22,303
0.9% of portfolio›$3.8M
J.W. Cole Advisors, Inc.22,067
0.1% of portfolio›$3.8M
IFP Advisors, Inc20,393
0.1% of portfolio›$3.5M
Wilmington Savings Fund Society, FSB20,207
0.1% of portfolio›$3.5M
Capital Investment Advisory Services, LLC20,022
0.2% of portfolio›$3.4M
Royal Fund Management, LLC19,995
0.3% of portfolio›$3.4M
Strengthening Families & Communities, LLC19,995
0.7% of portfolio›$3.4M
Inlight Wealth Management, LLC19,993
1.0% of portfolio›$3.4M
White Lighthouse Investment Management Inc.19,476
0.4% of portfolio›$3.3M
StoneX Group Inc.18,969
0.1% of portfolio›$3.3M
Sterling Investment Advisors, Ltd.18,832
0.5% of portfolio›$3.2M
Praetorian Wealth Management, Inc.18,201
0.5% of portfolio›$3.1M
Ariston Services Group18,137
1.7% of portfolio›$3.1M
Reality Financial Planning Services, LLC17,435
2.8% of portfolio›$3.0M
Pinnacle Wealth Management Group, Inc.17,061
1.3% of portfolio›$2.9M
MGO One Seven LLC16,178
0.0% of portfolio›$2.8M
International Assets Investment Management, LLC14,611
0.2% of portfolio›$2.5M
Verdence Capital Advisors LLC13,873
0.1% of portfolio›$2.4M
Independent Financial Group, LLC13,673
0.0% of portfolio›$2.3M
Brookstone Capital Management13,615
0.0% of portfolio›$2.3M
CoreCap Advisors, LLC13,305
0.1% of portfolio›$2.3M
Blueprint Investment Partners LLC13,142
0.2% of portfolio›$2.2M
Blueprint Financial Advisors LLC13,078
0.2% of portfolio›$2.2M
MassMutual Private Wealth & Trust, FSB12,675
0.1% of portfolio›$2.2M
Dumont & Blake Investment Advisors LLC12,220
0.5% of portfolio›$2.1M
Raab & Moskowitz Asset Management LLC12,115
0.4% of portfolio›$2.1M
Concurrent Investment Advisors, LLC11,708
0.0% of portfolio›$2.0M
Flagstar Securities, Inc11,579
0.6% of portfolio›$2.0M
WBH Advisory Inc11,338
0.1% of portfolio›$1.9M
Sulzberger Capital Advisors, Inc.11,164
1.9% of portfolio›$1.9M
Bigelow Investment Advisors, LLC11,022
0.7% of portfolio›$1.9M
Accel Wealth Management10,793
0.4% of portfolio›$1.8M
Guidance Point Advisors, LLC10,579
0.4% of portfolio›$1.8M
Choreo, LLC10,489
0.0% of portfolio›$1.8M
Elser Financial Planning, Inc10,422
0.0% of portfolio›$771.3K
Sigma Planning Corp10,385
0.0% of portfolio›$1.8M
Altfest L J & Co Inc10,218
0.2% of portfolio›$1.7M
Castle Rock Wealth Management, LLC9,913
0.3% of portfolio›$1.8M
Transce3nd, LLC9,730
1.8% of portfolio›$1.8M
Compass Ion Advisors, LLC9,201
0.1% of portfolio›$1.6M
Sharper & Granite LLC9,078
0.6% of portfolio›$1.8M
Citigroup Inc8,884
0.0% of portfolio›$1.5M
Oppenheimer & Co Inc8,863
0.0% of portfolio›$1.5M
Glass Jacobson Investment Advisors llc8,601
0.5% of portfolio›$1.5M
Visionary Wealth Advisors8,453
0.1% of portfolio›$1.4M
SAX Wealth Advisors, LLC8,326
0.0% of portfolio›$1.4M
First Bancorp, Inc8,223
0.6% of portfolio›$1.4M
Retirement Planning Group, LLC8,141
0.0% of portfolio›$1.4M
Assetmark, Inc8,047
0.0% of portfolio›$1.4M
Founders Grove Wealth Partners, LLC7,971
0.3% of portfolio›$1.4M
Calder Financial LLC7,885
1.3% of portfolio›$1.3M
Kennedy Investment Group, Inc.7,749
0.4% of portfolio›$1.3M
AlphaCore Capital LLC7,456
0.0% of portfolio›$1.3M
Bailard, Inc.6,785
0.0% of portfolio›$1.2M
LifeGoal Investments, LLC6,616
0.3% of portfolio›$1.1M
Laurel OAK Wealth Management, LLC6,521
0.2% of portfolio›$1.1M
Steel Grove Capital Advisors, LLC6,460
0.1% of portfolio›$1.1M
Bluesphere Advisors LLC6,187
0.3% of portfolio›$1.1M
Baker Ellis Asset Management LLC6,030
0.1% of portfolio›$1.0M
Maltin Wealth Management, Inc.5,951
0.3% of portfolio›$1.0M
North Forty Two & Co.5,925
0.8% of portfolio›$1.0M
Old Second National Bank of Aurora5,879
0.2% of portfolio›$1.0M
Altiora Financial Group, LLC5,650
0.2% of portfolio›$966.2K
Piscataqua Savings Bank5,645
0.7% of portfolio›$965.3K
Ignite Planners, LLC5,595
0.1% of portfolio›$956.8K
City State Bank5,444
0.2% of portfolio›$930.9K
CX Institutional5,371
0.0% of portfolio›$919
Silverlake Wealth Management LLC5,320
0.2% of portfolio›$909.7K
Tranquility Partners, LLC5,313
0.3% of portfolio›$908.6K
PFG Advisors5,163
0.0% of portfolio›$883.0K
Winebrenner Capital Management LLC5,006
0.6% of portfolio›$856.1K
First Heartland Consultants, Inc.4,973
0.1% of portfolio›$850.4K
US Bancorp \de\4,953
0.0% of portfolio›$847.0K
Gibraltar Capital Management, Inc.4,884
0.1% of portfolio›$835.2K
Bank of New York Mellon Corp4,796
0.0% of portfolio›$820.2K
McAdam, LLC4,658
0.0% of portfolio›$796.5K
Csenge Advisory Group4,595
0.0% of portfolio›$785.8K
SBI Securities Co., Ltd.4,554
0.0% of portfolio›$778.7K
Park Avenue Securities LLC4,538
0.0% of portfolio›$776
Christensen, King & Associates Investment Services, Inc.4,525
0.3% of portfolio›$773.8K
Spire Wealth Management4,404
0.0% of portfolio›$753.0K
Crusonia Wealth Advisors LLC4,304
0.1% of portfolio›$736.1K
Valeo Financial Advisors, LLC4,270
0.0% of portfolio›$730.2K
First Financial Corp4,239
0.3% of portfolio›$724.9K
Foster Group, Inc.4,157
0.0% of portfolio›$710.8K
Investment Advisory Services Inc4,108
0.2% of portfolio›$702.4K
Connecticut Wealth Management, LLC4,061
0.0% of portfolio›$694.5K
Simplicity Wealth,LLC3,886
0.0% of portfolio›$664.4K
Focus Financial Network, Inc.3,872
0.0% of portfolio›$662.1K
Kestra Private Wealth Services, LLC3,860
0.0% of portfolio›$660.1K
Asset One Wealth Management LLC3,820
0.1% of portfolio›$653.2K
Prospera Financial Services Inc3,804
0.0% of portfolio›$714.7K
Investment Planning Advisors, Inc.3,795
0.1% of portfolio›$649.0K
Creekside Partners3,784
0.2% of portfolio›$647.1K
RFG Advisory, LLC3,769
0.0% of portfolio›$644.6K
Prime Capital Investment Advisors, LLC3,670
0.0% of portfolio›$627.6K
Wealthcare Advisory Partners LLC3,639
0.0% of portfolio›$622.3K
BOS Asset Management, LLC3,624
0.1% of portfolio›$619.7K
Meridian Wealth Management, LLC3,617
0.0% of portfolio›$618.5K
River Street Advisors LLC3,611
0.2% of portfolio›$617.4K
Evolution Wealth Advisors, LLC3,524
0.1% of portfolio›$602.6K
Evanson Financial, LLC3,501
0.0% of portfolio›$598.6K
Nilsine Partners, LLC3,400
0.0% of portfolio›$581.4K
Sweeney & Michel, LLC3,372
0.2% of portfolio›$576.6K
Seamount Financial Group Inc3,309
0.2% of portfolio›$565.9K
Signal Advisors Wealth, LLC3,303
0.0% of portfolio›$564.8K
Partners Wealth Management, LLC3,300
0.1% of portfolio›$564.2K
AMG National Trust Bank3,220
0.0% of portfolio›$550.6K
Conrad Siegel Investment Advisors, Inc.3,195
0.1% of portfolio›$546.3K
Hegarty Advisors, LLC3,160
0.3% of portfolio›$540.3K
Signature Estate & Investment Advisors LLC3,149
0.0% of portfolio›$538.5K
Matrix Trust Co3,138
0.0% of portfolio›$537
National Wealth Management Group, LLC3,091
0.2% of portfolio›$528.6K
Sovran Advisors, LLC3,081
0.0% of portfolio›$574.2K
Park National Corp3,055
0.0% of portfolio›$522.4K
Archford Capital Strategies, LLC3,015
0.1% of portfolio›$515.5K
Axxcess Wealth Management, LLC3,001
0.0% of portfolio›$513.2K
Uptown Financial Advisors LLC3,000
0.4% of portfolio›$513.0K
D.A. Davidson & Co.2,992
0.0% of portfolio›$511.7K
Trek Financial, LLC2,963
0.0% of portfolio›$506.7K
Northwest Financial Advisors2,883
0.1% of portfolio›$492.9K
Flagship Wealth Advisors, LLC2,883
0.1% of portfolio›$493.0K
McClarren Financial Advisors, Inc.2,879
0.2% of portfolio›$492.4K
Mission Wealth Management, LP2,867
0.0% of portfolio›$490.3K
Cornerstone Planning, LLC2,866
0.1% of portfolio›$541.3K
Chemistry Wealth Management LLC2,798
0.1% of portfolio›$478.4K
HUB Investment Partners, LLC2,792
0.0% of portfolio›$477.5K
DiNuzzo Private Wealth, Inc.2,762
0.0% of portfolio›$472.3K
Private Trust Co NA2,755
0.0% of portfolio›$471.1K
Marin Bay Wealth Advisors, LLC2,713
0.2% of portfolio›$464.1K
Harbor Asset Planning, Inc.2,708
0.3% of portfolio›$463.2K
Cross Staff Investments Inc2,685
0.3% of portfolio›$459.1K
Autumn Glory Partners, LLC2,679
0.1% of portfolio›$458.2K
Roman Butler Fullerton & Co2,663
0.1% of portfolio›$476.5K
Parallel Advisors, LLC2,663
0.0% of portfolio›$455.4K
Patton Albertson Miller Group, LLC2,600
0.0% of portfolio›$444.6K
Meridian Financial Partners LLC2,597
0.2% of portfolio›$467.6K
Wealth Effects LLC2,594
0.1% of portfolio›$443.6K
Hilton Head Capital Partners, LLC2,584
0.2% of portfolio›$441.9K
QTR Family Wealth, LLC2,562
0.2% of portfolio›$438.0K
Avior Wealth Management, LLC2,533
0.0% of portfolio›$433.2K
Northeast Investment Management2,498
0.0% of portfolio›$427.1K
Churchill Financial Advisors, LLC2,460
0.1% of portfolio›$420.7K
Blackston Financial Advisory Group, LLC2,449
0.2% of portfolio›$418.7K
Integrity Alliance, Llc.2,444
0.0% of portfolio›$418.0K
Trust Co of Vermont2,443
0.0% of portfolio›$417.8K
Cora Capital Advisors LLC2,410
0.1% of portfolio›$412.1K
Imc-Chicago, LLC2,408
0.0% of portfolio›$411.8K
Kingswood Wealth Advisors, LLC2,395
0.0% of portfolio›$409.6K
Wingate Wealth Advisors, Inc.2,375
0.2% of portfolio›$406.2K
Dynamic Advisor Solutions LLC2,369
0.0% of portfolio›$405.2K
Flagship Private Wealth, LLC2,353
0.1% of portfolio›$402.4K
Vise Technologies, Inc.2,345
0.0% of portfolio›$401.0K
Unified Investment Management2,338
0.4% of portfolio›$399.8K
Searle & Co.2,300
0.1% of portfolio›$393.3K
Davenport & Co LLC2,245
0.0% of portfolio›$383.9K
Miramontes Capital, LLC2,238
0.1% of portfolio›$382.8K
Modera Wealth Management, LLC2,220
0.0% of portfolio›$379.6K
Cherry Tree Wealth Management, LLC2,204
0.1% of portfolio›$376.9K
PUREfi Wealth, LLC2,200
0.2% of portfolio›$376.2K
Citizens Financial Group Inc2,173
0.0% of portfolio›$371.6K
Roberts Wealth Advisors, LLC2,149
0.1% of portfolio›$367.5K
Fulcrum Capital LLC2,050
0.1% of portfolio›$350.6K
Junk Investment Group, LLC2,021
0.1% of portfolio›$345.6K
MontVue Capital Management, Inc.2,017
0.2% of portfolio›$344.9K
Washington Trust Advisors, Inc.1,997
0.0% of portfolio›$341.5K
Acorn Wealth Advisors, LLC1,997
0.1% of portfolio›$341.5K
Mlp3, LLC1,940
0.3% of portfolio›$331.7K
Graves Light Lenhart Wealth, Inc.1,928
0.0% of portfolio›$329.6K
Diversify Advisory Services, LLC1,922
0.0% of portfolio›$346.1K
Diversify Wealth Management, LLC1,922
0.0% of portfolio›$346.1K
Curran Financial Partners, LLC1,880
0.1% of portfolio›$321.4K
Thrivent Financial for Lutherans1,879
0.0% of portfolio›$321
NLB Skladi, upravljanje premozenja, d.o.o.1,877
0.0% of portfolio›$321.0K
Peterson Wealth Advisors, LLC1,866
0.0% of portfolio›$319.0K
Myecfo, LLC1,796
0.1% of portfolio›$307.1K
Cyndeo Wealth Partners, LLC1,788
0.0% of portfolio›$305.8K
Apella Capital, LLC1,748
0.0% of portfolio›$311.5K
Capital Investment Advisors, LLC1,732
0.0% of portfolio›$296.1K
Stronghold Wealth Management L.L.C.1,726
0.4% of portfolio›$295.1K
Exchange Traded Concepts, LLC1,711
0.0% of portfolio›$292.6K
Heritage Family Offices, LLP1,700
0.1% of portfolio›$290.7K
United Financial Planning Group LLC1,691
0.1% of portfolio›$289.2K
Legacy Private Trust Co.1,684
0.0% of portfolio›$288.0K
Kellett Wealth Advisors, LLC1,682
0.1% of portfolio›$287.6K
Black Diamond Financial, LLC1,679
0.0% of portfolio›$287.1K
Elwood & Goetz Wealth Advisory Group, LLC1,656
0.0% of portfolio›$283.2K
Moneco Advisors, LLC1,654
0.0% of portfolio›$282.9K
Retirement Planning Co of New England, Inc.1,651
0.1% of portfolio›$282.3K
Apollon Wealth Management, LLC1,630
0.0% of portfolio›$278.7K
Compound Planning, Inc.1,626
0.0% of portfolio›$278.0K
Wedmont Private Capital1,604
0.0% of portfolio›$285.0K
Solidarity Wealth, LLC1,603
0.0% of portfolio›$274.1K
Dorato Capital Management1,567
0.2% of portfolio›$279.2K
Allspring Global Investments Holdings, LLC1,558
0.0% of portfolio›$267.9K
SeaCrest Wealth Management, LLC1,557
0.0% of portfolio›$266.2K
Johnson Financial Group, LLC1,545
0.0% of portfolio›$264.2K
Signaturefd, LLC1,534
0.0% of portfolio›$262.3K
Elevate Wealth Advisory, Inc1,526
0.1% of portfolio›$260.9K
Colonial River Investments, LLC1,510
0.1% of portfolio›$258.2K
Miller Financial Services LLC1,500
0.2% of portfolio›$256.5K
Guardian Asset Advisors, LLC1,474
0.1% of portfolio›$251.9K
Idaho Trust Co1,472
0.1% of portfolio›$251.7K
Daymark Wealth Partners, LLC1,462
0.0% of portfolio›$250.0K
ZynergyRetirementPlanningLLC1,452
0.1% of portfolio›$248.3K
Echo45 Advisors LLC1,450
0.1% of portfolio›$248.0K
Lake Street Private Wealth, LLC1,449
0.0% of portfolio›$247.8K
Diversified Enterprises, LLC1,448
0.0% of portfolio›$247.6K
Annex Advisory Services, LLC1,447
0.0% of portfolio›$247.4K
PDS Planning, Inc1,440
0.0% of portfolio›$246.3K
KDK Private Wealth Management, LLC1,420
0.2% of portfolio›$242.8K
S&A Financial Services, Inc.1,416
0.1% of portfolio›$242.1K
Columbia Advisory Partners LLC1,380
0.1% of portfolio›$236.0K
Fulton Breakefield Broenniman LLC1,378
0.0% of portfolio›$235.7K
Cathy Pareto & Associates, Inc1,355
0.1% of portfolio›$231.8K
BCM Advisors, LLC1,342
0.0% of portfolio›$251.7K
Florida Trust Wealth Management Co1,326
0.0% of portfolio›$226.7K
MSH Capital Advisors LLC1,325
0.0% of portfolio›$226.5K
Eagle Harbor Asset Management Inc1,321
0.2% of portfolio›$225.9K
Curtis Advisory Group, LLC1,317
0.0% of portfolio›$225.2K
Powers Advisory Group, LLC1,308
0.1% of portfolio›$223.7K
Lynx Investment Advisory1,300
0.1% of portfolio›$222.3K
Peck Wealth Management, LLC1,293
0.2% of portfolio›$221.1K
Aspiriant, LLC1,279
0.0% of portfolio›$218.7K
Blue Trust, Inc.1,273
0.0% of portfolio›$217.7K
Summit Financial Strategies, Inc.1,262
0.0% of portfolio›$215.8K
First Premier Bank1,255
0.0% of portfolio›$215
Patten & Patten Inc1,251
0.0% of portfolio›$213.8K
Poehling Capital Management, Inc.1,250
0.0% of portfolio›$213.8K
Weaver Consulting Group1,242
0.0% of portfolio›$212.4K
Montag A & Associates Inc1,201
0.0% of portfolio›$205.4K
One Day In July LLC1,190
0.0% of portfolio›$203.5K
Woodmont Investment Counsel LLC1,187
0.0% of portfolio›$203.0K
Investors Asset Management of Georgia Inc1,179
0.1% of portfolio›$201.7K
CWA Asset Management Group, LLC1,173
0.0% of portfolio›$200.6K
Mezzasalma Advisors, LLC1,173
0.0% of portfolio›$200.6K
Advantage Trust Co1,169
0.1% of portfolio›$199.9K
Farmers & Merchants Investments Inc1,157
0.0% of portfolio›$197.8K
Caldwell Trust Co1,145
0.0% of portfolio›$195.8K
MKT Advisors LLC1,138
0.1% of portfolio›$202.2K
Cape Investment Advisory, Inc.1,133
0.0% of portfolio›$193.8K
M Holdings Securities, Inc.1,094
0.0% of portfolio›$205
Root Financial Partners, LLC1,044
0.0% of portfolio›$178.5K
North Star Investment Management Corp.1,005
0.0% of portfolio›$171.8K
Mather Group, Llc.973
0.0% of portfolio›$166.4K
Capital Advisors, Ltd. LLC941
0.0% of portfolio›$161
Pacific Center for Financial Services918
0.0% of portfolio›$157.0K
Vestor Capital, LLC887
0.0% of portfolio›$115
Financial Perspectives, Inc828
0.0% of portfolio›$141.6K
Triumph Capital Management798
0.0% of portfolio›$136.4K
Center for Financial Planning, Inc.783
0.0% of portfolio›$133.9K
MidAtlantic Capital Management, Inc.777
0.1% of portfolio›$132.9K
Hurley Capital, LLC769
0.1% of portfolio›$131.6K
Robbins Farley756
0.0% of portfolio›$129.3K
JFS Wealth Advisors, LLC700
0.0% of portfolio›$119.7K
Progressive Investment Management Corp700
0.0% of portfolio›$119.7K
Laurel Wealth Advisors LLC650
0.0% of portfolio›$111.2K
Latitude Advisors, LLC588
0.0% of portfolio›$100.6K
Financial Consulate, Inc530
0.0% of portfolio›$90.6K
Valley National Advisers Inc500
0.0% of portfolio›$85.5K
EverSource Wealth Advisors, LLC486
0.0% of portfolio›$83.1K
Downshift Financial, LLC404
0.0% of portfolio›$69.1K
Larson Financial Group LLC383
0.0% of portfolio›$65.5K
Register Financial Advisors LLC380
0.0% of portfolio›$65.0K
Ashton Thomas Private Wealth, LLC372
0.0% of portfolio›$63.6K
Gamma Investing LLC370
0.0% of portfolio›$63.3K
True Wealth Design, LLC348
0.0% of portfolio›$59.5K
Edgemoor Investment Advisors, Inc.340
0.0% of portfolio›$58.1K
City Holding Co330
0.0% of portfolio›$56.4K
Bokf, NA327
0.0% of portfolio›$55.9K
Cassaday & Co Wealth Management LLC310
0.0% of portfolio›$53.0K
Davis Capital Management304
0.0% of portfolio›$52.0K
Atlantic Edge Private Wealth Management, LLC300
0.0% of portfolio›$51.3K
Ascentis Independent Advisors275
0.0% of portfolio›$47.0K
Harel Insurance Investments & Financial Services Ltd.273
0.0% of portfolio›$47
Blume Capital Management, Inc.255
0.0% of portfolio›$43.6K
Rosenberg Matthew Hamilton248
0.0% of portfolio›$42.4K
Ulland Investment Advisors, LLC245
0.0% of portfolio›$42
Dhjj Financial Advisors, Ltd.244
0.0% of portfolio›$41.7K
Lanark Financial, Inc.243
0.0% of portfolio›$41.5K
Tower View Wealth Management LLC236
0.0% of portfolio›$40.3K
Salomon & Ludwin, LLC226
0.0% of portfolio›$38.6K
Northstar Asset Management Co225
0.0% of portfolio›$40.9K
John Boyer, Inc.216
0.0% of portfolio›$36.9K
Ashton Thomas Securities, LLC212
0.0% of portfolio›$36.3K
United Community Bank190
0.0% of portfolio›$32.5K
Physician Wealth Advisors, Inc.183
0.0% of portfolio›$31.3K
Lodestone Wealth Management LLC180
0.0% of portfolio›$30.8K
Compass Financial Management LLC179
0.0% of portfolio›$30.6K
Citizens National Bank Trust Department152
0.0% of portfolio›$26.0K
Evolution Wealth Management Inc.150
0.0% of portfolio›$25.7K
Quest 10 Wealth Builders, Inc.148
0.0% of portfolio›$25.3K
Barrett & Company, Inc.140
0.0% of portfolio›$23.9K
Cedar Mountain Advisors, LLC122
0.0% of portfolio›$20.9K
Armstrong Advisory Group, Inc118
0.0% of portfolio›$20.2K
Mainstream Capital Management LLC116
0.0% of portfolio›$19.8K
Key FInancial Inc115
0.0% of portfolio›$19.7K
TD Private Client Wealth LLC112
0.0% of portfolio›$19.2K
Next Level Wealth Planning, LLC106
0.0% of portfolio›$18.1K
Rossby Financial, LCC104
0.0% of portfolio›$17.8K
Vermillion Wealth Management, Inc.100
0.0% of portfolio›$17.1K
Bfsg, LLC100
0.0% of portfolio›$17.1K
First United Bank & Trust90
0.0% of portfolio›$15.4K
Bank of New Hampshire90
0.0% of portfolio›$15.4K
Parkside Financial Bank & Trust88
0.0% of portfolio›$15.0K
DeDora Capital, Inc.85
0.0% of portfolio›$14.5K
TD Waterhouse Canada Inc.78
0.0% of portfolio›$13.4K
First Pacific Financial74
0.0% of portfolio›$12.7K
Simplex Trading, LLC72
0.0% of portfolio›$12.3K
Asset Dedication, LLC66
0.0% of portfolio›$11.2K
NorthAvenue LLC66
0.0% of portfolio›$11.2K
Jnba Financial Advisors65
0.0% of portfolio›$11.1K
Nfsg Corp64
0.0% of portfolio›$10.9K
Plante Moran Financial Advisors, LLC63
0.0% of portfolio›$10.8K
Foster Dykema Cabot & Partners, LLC50
0.0% of portfolio›$8.6K
Markowski Investments35
0.0% of portfolio›$6.0K
Signature Equity Partners, LLC31
0.0% of portfolio›$5.2K
Peachtree Investment Partners, LLC30
0.0% of portfolio›$5.2K
Adirondack Trust Co30
0.0% of portfolio›$5.1K
Gen-Wealth Partners Inc29
0.0% of portfolio›$5.0K
Morton Brown Family Wealth, LLC27
0.0% of portfolio›$4.6K
Provenance Wealth Advisors, LLC27
0.0% of portfolio›$4.6K
McCarley & Cook Financial Planners27
0.0% of portfolio›$4.6K
Westside Investment Management, Inc.27
0.0% of portfolio›$4.6K
Hazlett, Burt & Watson, Inc.24
0.0% of portfolio›$4
Buck Wealth Strategies, LLC24
0.0% of portfolio›$4.1K
William Mack & Associates, Inc.21
0.0% of portfolio›$3.6K
Bullock Wealth Management Group20
0.0% of portfolio›$3.4K
Horizon Financial Services, LLC19
0.0% of portfolio›$3.2K
West Paces Advisors Inc.17
0.0% of portfolio›$2.9K
DecisionPoint Financial, LLC16
0.0% of portfolio›$2.8K
Essential Partners LLC15
0.0% of portfolio›$2.6K
POM Investment Strategies, LLC12
0.0% of portfolio›$2.1K
Nemes Rush Group LLC10
0.0% of portfolio›$1.7K
Princeton Global Asset Management LLC10
0.0% of portfolio›$1.7K
Planning Strategies Inc.7
0.0% of portfolio›$1.2K
Byrne Asset Management LLC5
0.0% of portfolio›$884
Cullen T Bankers, Inc.1
0.0% of portfolio›$171
Valley Wealth Managers, Inc.0
0.0% of portfolio›$49
StyleTurnoverLocationFiled
Beacon Capital Management, Inc.
321,777$55.0M3.5%ETFMediumDayton, OH2026-10-13
Commonwealth Equity Services, LLC
155,331$26.6M0.0%ETFLowWaltham, MA2026-11-02
Creative Financial Designs Inc
126,441$21.6M1.0%ETFMediumKokomo, IN2026-11-04
Cambridge Investment Research Advisors, Inc.
105,327$18.0K0.0%ETFLowFairfield, IA2026-11-02
Allied Investment Advisors, LLC
94,010$16.1M1.5%ValueLowBillings, MT2026-10-13
Patriot Investment Management Group, Inc.
88,926$15.2M0.9%ETFVery LowKnoxville, TN2026-10-15
Lido Advisors, LLC
85,725$14.7M0.0%GrowthLowLos Angeles, CA2026-11-04
Truist Financial Corp
55,402$9.5M0.0%CoreLowCharlotte, NC2026-10-30
Kestra Advisory Services, LLC
40,826$7.0M0.0%CoreLowAustin, TX2026-11-02
KCM Investment Advisors LLC
35,304$6.0M0.2%CoreVery LowGreenbrae, CA2026-10-27
Farther Finance Advisors, LLC
34,647$5.9M0.0%IndexLowSan Francisco, CA2026-10-08
Econ Financial Services Corp
34,418$5.9M2.5%YieldVery HighHarrisburg, PA2026-10-19
Bryn Mawr Trust Advisors, LLC
30,791$5.3M0.2%CoreLowPhiladelphia, PA2026-11-04
Apollon Financial, LLC
30,075$5.1M0.6%ETFVery LowMount Pleasant, SC2026-10-23
Porter White Investment Advisors, Inc.
29,629$5.1M3.1%ETFVery LowBirmingham, AL2026-10-14
Porter White Investment Advisors, Inc.
29,629$5.1M3.1%ETFVery LowBirmingham, AL2026-10-14
Creative Planning
29,025$5.0M0.0%IndexVery LowOverland Park, KS2026-11-02
David Kennon Inc
27,761$4.7M1.6%ETFLowSarasota, FL2026-10-13
Moss Adams Wealth Advisors LLC
26,913$4.6M0.3%ETFLowSeattle, WA2026-10-28
Wealth Enhancement Advisory Services, LLC
25,936$4.6M0.0%CoreLowPlymouth, MN2026-10-13
MRA Advisory Group
25,244$4.3M1.6%ETFMediumParsippany, NJ2026-10-07
New England Private Wealth Advisors LLC
24,521$4.2M0.4%ETFVery LowWellesley, MA2026-10-19
Fifth Third Securities, Inc.
24,303$4.2M0.2%ETFLowCincinnati, OH2026-10-21
Atria Investments, Inc
22,742$3.9M0.0%CoreMediumCharlotte, NC2026-10-15
Dmkc Advisory Services, LLC
22,303$3.8M0.9%ETFLowDes Moines, IA2026-11-04
J.W. Cole Advisors, Inc.
22,067$3.8M0.1%IndexLowTampa, FL2026-11-05
IFP Advisors, Inc
20,393$3.5M0.1%GrowthLowTampa, FL2026-10-16
Wilmington Savings Fund Society, FSB
20,207$3.5M0.1%CoreLowWilmington, DE2026-10-23
Capital Investment Advisory Services, LLC
20,022$3.4M0.2%CoreMediumRaleigh, NC2026-10-30
Royal Fund Management, LLC
19,995$3.4M0.3%GrowthMediumLady Lake, FL2026-10-22
Strengthening Families & Communities, LLC
19,995$3.4M0.7%CoreMediumBoston, MA2026-10-21
Inlight Wealth Management, LLC
19,993$3.4M1.0%ETFVery LowAtlanta, GA2026-10-21
White Lighthouse Investment Management Inc.
19,476$3.3M0.4%ETFVery LowBedford, MA2026-10-21
StoneX Group Inc.
18,969$3.3M0.1%ETFMediumNew York, NY2026-11-03
Sterling Investment Advisors, Ltd.
18,832$3.2M0.5%GrowthLowBerwyn, PA2026-10-27
Praetorian Wealth Management, Inc.
18,201$3.1M0.5%ETFVery LowCarmel, CA2026-10-16
Ariston Services Group
18,137$3.1M1.7%ETFVery LowSan Diego, CA2026-10-16
Reality Financial Planning Services, LLC
17,435$3.0M2.8%ETFVery LowSarasota, FL2026-11-03
Pinnacle Wealth Management Group, Inc.
17,061$2.9M1.3%ETFMediumPlymouth, MI2026-10-15
MGO One Seven LLC
16,178$2.8M0.0%GrowthLowBeachwood, OH2026-10-28
International Assets Investment Management, LLC
14,611$2.5M0.2%CoreVery HighOrlando, FL2026-11-02
Verdence Capital Advisors LLC
13,873$2.4M0.1%CoreMediumHunt Valley, MD2026-10-26
Independent Financial Group, LLC
13,673$2.3M0.0%GrowthLowSan Diego, CA2026-10-13
Brookstone Capital Management
13,615$2.3M0.0%ETFMediumWheaton, IL2026-10-22
CoreCap Advisors, LLC
13,305$2.3M0.1%ETFMediumSouthfield, MI2026-10-08
Blueprint Investment Partners LLC
13,142$2.2M0.2%ETFMediumGreensboro, NC2026-10-28
Blueprint Financial Advisors LLC
13,078$2.2M0.2%GARPMediumGreensboto, NC2026-10-28
MassMutual Private Wealth & Trust, FSB
12,675$2.2M0.1%CoreLowSpringfield, MA2026-10-05
Dumont & Blake Investment Advisors LLC
12,220$2.1M0.5%CoreVery LowPrinceton, NJ2026-10-28
Raab & Moskowitz Asset Management LLC
12,115$2.1M0.4%CoreLowChatham, NJ2026-11-02
Concurrent Investment Advisors, LLC
11,708$2.0M0.0%GrowthMediumTampa, FL2026-10-16
Flagstar Securities, Inc
11,579$2.0M0.6%ETFVery LowNew York, NY2026-10-15
WBH Advisory Inc
11,338$1.9M0.1%ETFLowBaltimore, MD2026-11-05
Sulzberger Capital Advisors, Inc.
11,164$1.9M1.9%GrowthLowMiami, FL2026-10-20
Bigelow Investment Advisors, LLC
11,022$1.9M0.7%ETFLowPortland, ME2026-10-13
Accel Wealth Management
10,793$1.8M0.4%ETFLowWaverly, IA2026-10-13
Guidance Point Advisors, LLC
10,579$1.8M0.4%ETFVery LowWellesley, MA2026-10-15
Choreo, LLC
10,489$1.8M0.0%IndexLowRockford, IL2026-10-28
Elser Financial Planning, Inc
10,422$771.3K0.0%GARPLowIndianapolis, IN2026-10-16
Sigma Planning Corp
10,385$1.8M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Altfest L J & Co Inc
10,218$1.7M0.2%ETFHighNew York, NY2026-10-27
Castle Rock Wealth Management, LLC
9,913$1.8M0.3%GrowthMediumWalnut Creek, CA2026-10-09
Transce3nd, LLC
9,730$1.8M1.8%GrowthLowBuda, TX2026-10-26
Compass Ion Advisors, LLC
9,201$1.6M0.1%ETFVery LowConshohocken, PA2026-10-23
Sharper & Granite LLC
9,078$1.8M0.6%ETFLowEl Segundo, CA2026-11-02
Citigroup Inc
8,884$1.5M0.0%CoreMediumNew York, NY2026-11-04
Oppenheimer & Co Inc
8,863$1.5M0.0%CoreLowNew York, NY2026-10-26
Glass Jacobson Investment Advisors llc
8,601$1.5M0.5%ETFLowOwings Mills, MD2026-10-26
Visionary Wealth Advisors
8,453$1.4M0.1%ETFLowO'Fallon, IL2026-11-04
SAX Wealth Advisors, LLC
8,326$1.4M0.0%ETFVery LowParsippany, NJ2026-10-13
First Bancorp, Inc
8,223$1.4M0.6%ValueVery LowDamariscotta, ME2026-10-26
Retirement Planning Group, LLC
8,141$1.4M0.0%ETFVery LowLeawood, KS2026-10-19
Assetmark, Inc
8,047$1.4M0.0%ETFLowConcord, CA2026-10-21
Founders Grove Wealth Partners, LLC
7,971$1.4M0.3%ETFLowRichmond, VA2026-10-16
Calder Financial LLC
7,885$1.3M1.3%ETFLowDowningtown, PA2026-10-13
Kennedy Investment Group, Inc.
7,749$1.3M0.4%GrowthLowWest Deptford, NJ2026-10-21
AlphaCore Capital LLC
7,456$1.3M0.0%ETFLowLa Jolla, CA2026-11-04
Bailard, Inc.
6,785$1.2M0.0%GrowthMediumFoster City, CA2026-10-13
LifeGoal Investments, LLC
6,616$1.1M0.3%ETFLowSaratoga Springs, NY2026-10-09
Laurel OAK Wealth Management, LLC
6,521$1.1M0.2%GrowthLowMarlton, NJ2026-10-19
Steel Grove Capital Advisors, LLC
6,460$1.1M0.1%ETFLowMemphis, TN2026-10-13
Bluesphere Advisors LLC
6,187$1.1M0.3%ETFLowEast Norriton, PA2026-10-19
Baker Ellis Asset Management LLC
6,030$1.0M0.1%GARPVery LowVancouver, WA2026-10-14
Maltin Wealth Management, Inc.
5,951$1.0M0.3%ETFMediumRidgewood, NJ2026-10-13
North Forty Two & Co.
5,925$1.0M0.8%ETFVery LowLake Oswego, OR2026-10-19
Old Second National Bank of Aurora
5,879$1.0M0.2%CoreLowAurora, IL2026-10-22
Altiora Financial Group, LLC
5,650$966.2K0.2%ETFLowLebanon, OH2026-11-04
Piscataqua Savings Bank
5,645$965.3K0.7%CoreVery LowPortsmouth, NH2026-10-21
Ignite Planners, LLC
5,595$956.8K0.1%CoreLowSan Clemente, CA2026-10-14
City State Bank
5,444$930.9K0.2%GrowthVery LowNorwalk, IA2026-10-20
CX Institutional
5,371$9190.0%CoreMediumAuburn, IN2026-10-02
Silverlake Wealth Management LLC
5,320$909.7K0.2%ETFLowWilliston, VT2026-10-21
Tranquility Partners, LLC
5,313$908.6K0.3%CoreLowBrentwood, TN2026-10-20
PFG Advisors
5,163$883.0K0.0%ETFMediumPhoenix, AZ2026-10-16
Winebrenner Capital Management LLC
5,006$856.1K0.6%ETFLowLouisville, KY2026-10-07
First Heartland Consultants, Inc.
4,973$850.4K0.1%ETFMediumLake St. Louis, MO2026-10-08
US Bancorp \de\
4,953$847.0K0.0%IndexLowMinneapolis, MN2026-11-05
Gibraltar Capital Management, Inc.
4,884$835.2K0.1%CoreLowTulsa, OK2026-10-27
Bank of New York Mellon Corp
4,796$820.2K0.0%CoreLowNew York, NY2026-11-05
McAdam, LLC
4,658$796.5K0.0%ETFLowPhiladelphia, PA2026-10-21
Csenge Advisory Group
4,595$785.8K0.0%ETFMediumClearwater, FL2026-11-04
SBI Securities Co., Ltd.
4,554$778.7K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Park Avenue Securities LLC
4,538$7760.0%ETFMediumNew York, NY2026-10-26
Christensen, King & Associates Investment Services, Inc.
4,525$773.8K0.3%ETFVery LowRichland, WA2026-10-22
Spire Wealth Management
4,404$753.0K0.0%GrowthMediumMclean, VA2026-10-30
Crusonia Wealth Advisors LLC
4,304$736.1K0.1%ETFVery LowDenver, CO2026-10-26
Valeo Financial Advisors, LLC
4,270$730.2K0.0%ETFLowCarmel, IN2026-10-08
First Financial Corp
4,239$724.9K0.3%CoreVery LowTerre Haute, IN2026-10-13
Foster Group, Inc.
4,157$710.8K0.0%ETFVery LowUrbandale, IA2026-10-13
Investment Advisory Services Inc
4,108$702.4K0.2%CoreLowThe Woodlands, TX2026-10-27
Connecticut Wealth Management, LLC
4,061$694.5K0.0%ETFLowFarmington, CT2026-10-13
Simplicity Wealth,LLC
3,886$664.4K0.0%ETFLowSummit, NJ2026-10-23
Focus Financial Network, Inc.
3,872$662.1K0.0%ETFLowMinneapolis, MN2026-10-14
Kestra Private Wealth Services, LLC
3,860$660.1K0.0%GrowthLowAustin, TX2026-10-30
Asset One Wealth Management LLC
3,820$653.2K0.1%GrowthLowBellevue, WA2026-11-02
Prospera Financial Services Inc
3,804$714.7K0.0%CoreMediumDallas, TX2026-11-04
Investment Planning Advisors, Inc.
3,795$649.0K0.1%ETFMediumCumming, GA2026-10-14
Creekside Partners
3,784$647.1K0.2%ETFVery LowPetaluma, CA2026-11-04
RFG Advisory, LLC
3,769$644.6K0.0%ETFMediumBirmingham, AL2026-11-03
Prime Capital Investment Advisors, LLC
3,670$627.6K0.0%ETFLowOverland Park, KS2026-10-20
Wealthcare Advisory Partners LLC
3,639$622.3K0.0%ETFLowWest Chester, PA2026-10-21
BOS Asset Management, LLC
3,624$619.7K0.1%ETFLowSpringfield, IL2026-10-09
Meridian Wealth Management, LLC
3,617$618.5K0.0%GrowthLowLexington, KY2026-11-05
River Street Advisors LLC
3,611$617.4K0.2%CoreLowAurora, IL2026-10-22
Evolution Wealth Advisors, LLC
3,524$602.6K0.1%ETFLowAventura, FL2026-11-03
Evanson Financial, LLC
3,501$598.6K0.0%ETFN/AMclean, VA2026-10-23
Nilsine Partners, LLC
3,400$581.4K0.0%CoreMediumGreenwood Village, CO2026-11-02
Sweeney & Michel, LLC
3,372$576.6K0.2%ETFVery LowChico, CA2026-10-16
Seamount Financial Group Inc
3,309$565.9K0.2%ETFLowColorado Springs, CO2026-10-21
Signal Advisors Wealth, LLC
3,303$564.8K0.0%ETFLowDetroit, MI2026-10-13
Partners Wealth Management, LLC
3,300$564.2K0.1%CoreLowCarmel By The Sea, CA2026-10-28
AMG National Trust Bank
3,220$550.6K0.0%ETFLowGreenwood Village, CO2026-11-05
Conrad Siegel Investment Advisors, Inc.
3,195$546.3K0.1%ETFLowHarrisburg, PA2026-10-08
Hegarty Advisors, LLC
3,160$540.3K0.3%ETFVery LowGarden City, NY2026-10-20
Signature Estate & Investment Advisors LLC
3,149$538.5K0.0%ETFMediumLos Angeles, CA2026-10-13
Matrix Trust Co
3,138$5370.0%ETFLowDenver, CO2026-10-07
National Wealth Management Group, LLC
3,091$528.6K0.2%ETFMediumCincinnati, OH2026-10-26
Sovran Advisors, LLC
3,081$574.2K0.0%ETFMediumSan Diego, CA2026-11-02
Park National Corp
3,055$522.4K0.0%CoreLowNewark, OH2026-10-05
Archford Capital Strategies, LLC
3,015$515.5K0.1%GrowthMediumSwansea, IL2026-10-19
Axxcess Wealth Management, LLC
3,001$513.2K0.0%CoreLowCarlsbad, CA2026-10-21
Uptown Financial Advisors LLC
3,000$513.0K0.4%ETFVery LowDallas, TX2026-10-15
D.A. Davidson & Co.
2,992$511.7K0.0%CoreLowGreat Falls, MT2026-10-28
Trek Financial, LLC
2,963$506.7K0.0%ETFHighScottsdale, AZ2026-10-29
Northwest Financial Advisors
2,883$492.9K0.1%ETFLowHerndon, VA2026-10-27
Flagship Wealth Advisors, LLC
2,883$493.0K0.1%ETFLowWakefield, MA2026-11-03
McClarren Financial Advisors, Inc.
2,879$492.4K0.2%ETFMediumState College, PA2026-10-15
Mission Wealth Management, LP
2,867$490.3K0.0%ETFLowSanta Barbara, CA2026-10-15
Cornerstone Planning, LLC
2,866$541.3K0.1%CoreMediumCharlotte, NC2026-10-27
Chemistry Wealth Management LLC
2,798$478.4K0.1%CoreLowNew York, NY2026-10-16
HUB Investment Partners, LLC
2,792$477.5K0.0%GrowthLowAustin, TX2026-11-03
DiNuzzo Private Wealth, Inc.
2,762$472.3K0.0%ETFLowBeaver, PA2026-10-16
Private Trust Co NA
2,755$471.1K0.0%CoreLowCleveland, OH2026-10-20
Marin Bay Wealth Advisors, LLC
2,713$464.1K0.2%GrowthLowSan Anselmo, CA2026-10-28
Harbor Asset Planning, Inc.
2,708$463.2K0.3%ETFVery LowBelmont, MA2026-10-23
Cross Staff Investments Inc
2,685$459.1K0.3%CoreVery LowPittsford, NY2026-10-22
Autumn Glory Partners, LLC
2,679$458.2K0.1%CoreMediumDallas, TX2026-10-26
Roman Butler Fullerton & Co
2,663$476.5K0.1%GrowthMediumSt Louis, MO2026-10-27
Parallel Advisors, LLC
2,663$455.4K0.0%IndexLowSan Francisco, CA2026-11-03
Patton Albertson Miller Group, LLC
2,600$444.6K0.0%CoreLowChattanooga, TN2026-10-26
Meridian Financial Partners LLC
2,597$467.6K0.2%GrowthLowWarrenton, VA2026-10-23
Wealth Effects LLC
2,594$443.6K0.1%GrowthLowBoston, MA2026-10-23
Hilton Head Capital Partners, LLC
2,584$441.9K0.2%CoreMediumHilton Head Island, SC2026-10-23
QTR Family Wealth, LLC
2,562$438.0K0.2%GrowthMediumLake Mary, FL2026-11-02
Avior Wealth Management, LLC
2,533$433.2K0.0%ETFMediumOmaha, NE2026-10-13
Northeast Investment Management
2,498$427.1K0.0%GrowthVery LowBoston, MA2026-10-30
Churchill Financial Advisors, LLC
2,460$420.7K0.1%CoreLowLouisville, KY2026-10-20
Blackston Financial Advisory Group, LLC
2,449$418.7K0.2%ETFLowThe Villages, FL2026-11-04
Integrity Alliance, Llc.
2,444$418.0K0.0%ETFMediumUrbandale, IA2026-10-29
Trust Co of Vermont
2,443$417.8K0.0%CoreVery LowBrattleboro, VT2026-10-21
Cora Capital Advisors LLC
2,410$412.1K0.1%ETFLowMarlton, NJ2026-11-02
Imc-Chicago, LLC
2,408$411.8K0.0%GARPVery HighChicago, IL2026-11-05
Kingswood Wealth Advisors, LLC
2,395$409.6K0.0%GrowthLowSan Diego, CA2026-10-23
Wingate Wealth Advisors, Inc.
2,375$406.2K0.2%ETFVery LowLexington, MA2026-10-26
Dynamic Advisor Solutions LLC
2,369$405.2K0.0%ETFLowPhoenix, AZ2026-10-13
Flagship Private Wealth, LLC
2,353$402.4K0.1%ETFLowWoburn, MA2026-11-05
Vise Technologies, Inc.
2,345$401.0K0.0%IndexLowNew York, NY2026-10-29
Unified Investment Management
2,338$399.8K0.4%CoreLowAtlanta, GA2026-10-14
Searle & Co.
2,300$393.3K0.1%CoreLowGreenwich, CT2026-11-04
Davenport & Co LLC
2,245$383.9K0.0%CoreMediumRichmond, VA2026-10-14
Miramontes Capital, LLC
2,238$382.8K0.1%GrowthVery LowNewport, CA2026-10-19
Modera Wealth Management, LLC
2,220$379.6K0.0%ETFVery LowWestwood, NJ2026-10-28
Cherry Tree Wealth Management, LLC
2,204$376.9K0.1%ETFVery LowMinnetonka, MN2026-10-15
PUREfi Wealth, LLC
2,200$376.2K0.2%GrowthMediumBoston, MA2026-10-19
Citizens Financial Group Inc
2,173$371.6K0.0%GrowthLowProvidence, RI2026-10-23
Roberts Wealth Advisors, LLC
2,149$367.5K0.1%GrowthLowPalo Alto, CA2026-10-14
Fulcrum Capital LLC
2,050$350.6K0.1%GrowthLowSeattle, WA2026-10-15
Junk Investment Group, LLC
2,021$345.6K0.1%ETFVery LowHunt Valley, MD2026-10-19
MontVue Capital Management, Inc.
2,017$344.9K0.2%ETFVery LowLynchburg, VA2026-10-19
Washington Trust Advisors, Inc.
1,997$341.5K0.0%GrowthLowWellesley, MA2026-10-22
Acorn Wealth Advisors, LLC
1,997$341.5K0.1%ETFLowGrand Blanc, MI2026-10-19
Mlp3, LLC
1,940$331.7K0.3%CoreVery LowLinwood, NJ2026-10-22
Graves Light Lenhart Wealth, Inc.
1,928$329.6K0.0%ETFVery LowHarrisonburg, VA2026-10-09
Diversify Advisory Services, LLC
1,922$346.1K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
1,922$346.1K0.0%GrowthMediumSandy, UT2026-10-20
Curran Financial Partners, LLC
1,880$321.4K0.1%ETFMediumDaniel Island, SC2026-11-04
Thrivent Financial for Lutherans
1,879$3210.0%GARPMediumMinneapolis, MN2026-11-05
NLB Skladi, upravljanje premozenja, d.o.o.
1,877$321.0K0.0%GrowthLowLjubljana, Andorra2026-10-22
Peterson Wealth Advisors, LLC
1,866$319.0K0.0%ETFLowOrem, UT2026-10-08
Myecfo, LLC
1,796$307.1K0.1%ETFVery LowLa Jolla, CA2026-10-14
Cyndeo Wealth Partners, LLC
1,788$305.8K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Apella Capital, LLC
1,748$311.5K0.0%ETFVery LowWest Hartford, CT2026-10-08
Capital Investment Advisors, LLC
1,732$296.1K0.0%CoreLowAtlanta, GA2026-10-22
Stronghold Wealth Management L.L.C.
1,726$295.1K0.4%CoreLowTampa, FL2026-10-16
Exchange Traded Concepts, LLC
1,711$292.6K0.0%GrowthMediumOklahoma City, OK2026-10-28
Heritage Family Offices, LLP
1,700$290.7K0.1%GrowthHighScottsdale, AZ2026-11-02
United Financial Planning Group LLC
1,691$289.2K0.1%ETFHighHauppauge, NY2026-11-04
Legacy Private Trust Co.
1,684$288.0K0.0%ETFLowNeenah, WI2026-10-06
Kellett Wealth Advisors, LLC
1,682$287.6K0.1%ETFMediumCincinnati, OH2026-10-15
Black Diamond Financial, LLC
1,679$287.1K0.0%ETFVery LowTowson, MD2026-10-26
Elwood & Goetz Wealth Advisory Group, LLC
1,656$283.2K0.0%ETFLowAthens, GA2026-10-28
Moneco Advisors, LLC
1,654$282.9K0.0%ETFLowFairfield, CT2026-11-05
Retirement Planning Co of New England, Inc.
1,651$282.3K0.1%CoreLowWarwick, RI2026-10-15
Apollon Wealth Management, LLC
1,630$278.7K0.0%GrowthLowMount Pleasant, SC2026-10-23
Compound Planning, Inc.
1,626$278.0K0.0%CoreLowNew York, NY2026-11-05
Wedmont Private Capital
1,604$285.0K0.0%IndexVery LowWest Chester, PA2026-10-09
Solidarity Wealth, LLC
1,603$274.1K0.0%CoreMediumLehi, UT2026-10-15
Dorato Capital Management
1,567$279.2K0.2%ValueVery LowDenver, CO2026-10-08
Allspring Global Investments Holdings, LLC
1,558$267.9K0.0%CoreMediumCharlotte, NC2026-11-04
SeaCrest Wealth Management, LLC
1,557$266.2K0.0%GrowthLowPurchase, NY2026-10-21
Johnson Financial Group, LLC
1,545$264.2K0.0%ETFLowDenver, CO2026-11-03
Signaturefd, LLC
1,534$262.3K0.0%IndexLowAtlanta, GA2026-10-23
Elevate Wealth Advisory, Inc
1,526$260.9K0.1%ETFVery LowAthens, GA2026-10-29
Colonial River Investments, LLC
1,510$258.2K0.1%GrowthMediumMidlothian, VA2026-10-19
Miller Financial Services LLC
1,500$256.5K0.2%CoreLowMarshall, MI2026-10-20
Guardian Asset Advisors, LLC
1,474$251.9K0.1%GrowthMediumMechanicsburg, PA2026-10-16
Idaho Trust Co
1,472$251.7K0.1%ETFLowBoise, ID2026-11-04
Daymark Wealth Partners, LLC
1,462$250.0K0.0%CoreLowCincinnati, OH2026-11-04
ZynergyRetirementPlanningLLC
1,452$248.3K0.1%ETFVery LowRed Bank, NJ2026-10-08
Echo45 Advisors LLC
1,450$248.0K0.1%ETFLowWalnut Creek, CA2026-10-07
Lake Street Private Wealth, LLC
1,449$247.8K0.0%GrowthLowChicago, IL2026-10-22
Diversified Enterprises, LLC
1,448$247.6K0.0%ETFVery LowWilmington, DE2026-10-19
Annex Advisory Services, LLC
1,447$247.4K0.0%GrowthHighBrookfield, WI2026-10-16
PDS Planning, Inc
1,440$246.3K0.0%IndexVery LowDublin, OH2026-11-03
KDK Private Wealth Management, LLC
1,420$242.8K0.2%ETFVery LowHouston, TX2026-11-03
S&A Financial Services, Inc.
1,416$242.1K0.1%ETFN/AOverland Park, KS2026-11-03
Columbia Advisory Partners LLC
1,380$236.0K0.1%ETFMediumSpokane, WA2026-10-15
Fulton Breakefield Broenniman LLC
1,378$235.7K0.0%GrowthLowBethesda, MD2026-11-03
Cathy Pareto & Associates, Inc
1,355$231.8K0.1%ETFLowCoral Gables, FL2026-10-15
BCM Advisors, LLC
1,342$251.7K0.0%ETFLowLafayette, LA2026-11-03
Florida Trust Wealth Management Co
1,326$226.7K0.0%CoreVery LowSanibel, FL2026-11-05
MSH Capital Advisors LLC
1,325$226.5K0.0%CoreLowScottsdale, AZ2026-11-03
Eagle Harbor Asset Management Inc
1,321$225.9K0.2%GARPLowSeattle, WA2026-10-21
Curtis Advisory Group, LLC
1,317$225.2K0.0%ETFLowSanta Barbara, CA2026-10-28
Powers Advisory Group, LLC
1,308$223.7K0.1%ETFVery LowHighland, IL2026-10-14
Lynx Investment Advisory
1,300$222.3K0.1%ETFLowWashington, Dc, DC2026-10-27
Peck Wealth Management, LLC
1,293$221.1K0.2%ETFLowWhite Plains, NY2026-10-29
Aspiriant, LLC
1,279$218.7K0.0%ETFVery LowLos Angeles, CA2026-10-16
Blue Trust, Inc.
1,273$217.7K0.0%ETFLowBrentwood, TN2026-10-15
Summit Financial Strategies, Inc.
1,262$215.8K0.0%ETFLowColumbus, OH2026-10-14
First Premier Bank
1,255$2150.0%CoreVery LowSioux Falls, SD2026-10-13
Patten & Patten Inc
1,251$213.8K0.0%CoreLowChattanooga, TN2026-10-26
Poehling Capital Management, Inc.
1,250$213.8K0.0%ValueLowMadison, WI2026-10-20
Weaver Consulting Group
1,242$212.4K0.0%ETFLowHuntington Beach, CA2026-10-07
Montag A & Associates Inc
1,201$205.4K0.0%CoreLowAtlanta, GA2026-10-29
One Day In July LLC
1,190$203.5K0.0%ETFVery LowBurlington, VT2026-10-30
Woodmont Investment Counsel LLC
1,187$203.0K0.0%GARPVery LowNashville, TN2026-10-29
Investors Asset Management of Georgia Inc
1,179$201.7K0.1%GARPLowAtlanta, GA2026-10-20
CWA Asset Management Group, LLC
1,173$200.6K0.0%CoreMediumNaples, FL2026-10-19
Mezzasalma Advisors, LLC
1,173$200.6K0.0%GrowthLowTinton Falls, NJ2026-10-14
Advantage Trust Co
1,169$199.9K0.1%ETFVery LowSalina, KS2026-10-19
Farmers & Merchants Investments Inc
1,157$197.8K0.0%CoreVery LowLincoln, NE2026-10-22
Caldwell Trust Co
1,145$195.8K0.0%GrowthLowVenice, FL2026-10-30
MKT Advisors LLC
1,138$202.2K0.1%ETFLowCarlsbad, CA2026-10-20
Cape Investment Advisory, Inc.
1,133$193.8K0.0%ETFLowMcdonough, GA2026-10-13
M Holdings Securities, Inc.
1,094$2050.0%ETFHighPortland, OR2026-11-03
Root Financial Partners, LLC
1,044$178.5K0.0%ETFMediumEncinitas, CA2026-10-21
North Star Investment Management Corp.
1,005$171.8K0.0%CoreLowChicago, IL2026-10-27
Mather Group, Llc.
973$166.4K0.0%ETFMediumChicago, IL2026-10-14
Capital Advisors, Ltd. LLC
941$1610.0%ETFLowShaker Heights, OH2026-10-27
Pacific Center for Financial Services
918$157.0K0.0%ETFMediumDanville, CA2026-10-15
Vestor Capital, LLC
887$1150.0%ValueMediumChicago, IL2026-11-04
Financial Perspectives, Inc
828$141.6K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Triumph Capital Management
798$136.4K0.0%ETFMediumDenver, CO2026-10-14
Center for Financial Planning, Inc.
783$133.9K0.0%ETFLowSouthfied, MI2026-10-26
MidAtlantic Capital Management, Inc.
777$132.9K0.1%ETFVery LowRichmond, VA2026-11-05
Hurley Capital, LLC
769$131.6K0.1%GARPMediumNew York, NY2026-11-05
Robbins Farley
756$129.3K0.0%CoreMediumBedford, NH2026-10-21
JFS Wealth Advisors, LLC
700$119.7K0.0%ETFVery LowHermitage, PA2026-11-03
Progressive Investment Management Corp
700$119.7K0.0%GrowthLowLake Oswego, OR2026-10-26
Laurel Wealth Advisors LLC
650$111.2K0.0%CoreVery LowCharlotte, NC2026-10-27
Latitude Advisors, LLC
588$100.6K0.0%ETFLowYorkville, IL2026-10-27
Financial Consulate, Inc
530$90.6K0.0%ETFLowHunt Valley, MD2026-10-23
Valley National Advisers Inc
500$85.5K0.0%ETFLowBethlehem, PA2026-10-23
EverSource Wealth Advisors, LLC
486$83.1K0.0%CoreMediumBirmingham, AL2026-11-04
Downshift Financial, LLC
404$69.1K0.0%ETFLowBoulder, CO2026-10-13
Larson Financial Group LLC
383$65.5K0.0%GrowthLowSt Louis, MO2026-11-05
Register Financial Advisors LLC
380$65.0K0.0%GARPLowAtlanta, GA2026-10-23
Ashton Thomas Private Wealth, LLC
372$63.6K0.0%CoreMediumScottsdale, AZ2026-11-03
Gamma Investing LLC
370$63.3K0.0%IndexVery LowFoster City, CA2026-10-08
True Wealth Design, LLC
348$59.5K0.0%ETFMediumAkron, OH2026-10-13
Edgemoor Investment Advisors, Inc.
340$58.1K0.0%CoreVery LowBethesda, MD2026-11-03
City Holding Co
330$56.4K0.0%CoreLowCharleston, WV2026-10-19
Bokf, NA
327$55.9K0.0%CoreLowTulsa, OK2026-10-27
Cassaday & Co Wealth Management LLC
310$53.0K0.0%ETFVery LowMclean, VA2026-10-27
Davis Capital Management
304$52.0K0.0%CoreLowJacksonville, FL2026-10-08
Atlantic Edge Private Wealth Management, LLC
300$51.3K0.0%CoreLowJacksonville, FL2026-10-20
Ascentis Independent Advisors
275$47.0K0.0%ETFLowDallas, TX2026-11-03
Harel Insurance Investments & Financial Services Ltd.
273$470.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Blume Capital Management, Inc.
255$43.6K0.0%CoreMediumBerkeley, CA2026-10-26
Rosenberg Matthew Hamilton
248$42.4K0.0%ETFVery LowGrand Junction, CO2026-10-05
Ulland Investment Advisors, LLC
245$420.0%GrowthVery LowMinneapolis, MN2026-10-13
Dhjj Financial Advisors, Ltd.
244$41.7K0.0%ETFVery LowNaperville, IL2026-10-23
Lanark Financial, Inc.
243$41.5K0.0%CoreMediumBirmingham, AL2026-10-26
Tower View Wealth Management LLC
236$40.3K0.0%MomentumMediumShorewood, WI2026-10-23
Salomon & Ludwin, LLC
226$38.6K0.0%ETFVery LowRichmond, VA2026-10-29
Northstar Asset Management Co
225$40.9K0.0%CoreVery LowBlue Bell, PA2026-10-22
John Boyer, Inc.
216$36.9K0.0%ETFMediumTampa, FL2026-10-27
Ashton Thomas Securities, LLC
212$36.3K0.0%ETFMediumRochester, NY2026-10-26
United Community Bank
190$32.5K0.0%CoreLowGreenville, SC2026-10-28
Physician Wealth Advisors, Inc.
183$31.3K0.0%ETFMediumMidvale, UT2026-10-20
Lodestone Wealth Management LLC
180$30.8K0.0%CoreLowSpokane, WA2026-10-14
Compass Financial Management LLC
179$30.6K0.0%CoreN/ATampa, FL2026-10-30
Citizens National Bank Trust Department
152$26.0K0.0%CoreVery LowMeridian, MS2026-11-04
Evolution Wealth Management Inc.
150$25.7K0.0%ETFMediumFort Myers, FL2026-10-28
Quest 10 Wealth Builders, Inc.
148$25.3K0.0%ETFLowFuquay-Varina, VA2026-11-02
Barrett & Company, Inc.
140$23.9K0.0%ETFLowProvidence, RI2026-10-22
Cedar Mountain Advisors, LLC
122$20.9K0.0%ETFVery LowLake Oswego, OR2026-10-15
Armstrong Advisory Group, Inc
118$20.2K0.0%ETFHighNeedham, MA2026-10-09
Mainstream Capital Management LLC
116$19.8K0.0%GrowthLowLos Angeles, CA2026-10-23
Key FInancial Inc
115$19.7K0.0%ETFLowWest Chester, PA2026-11-02
TD Private Client Wealth LLC
112$19.2K0.0%ETFLowNew York, NY2026-10-28
Next Level Wealth Planning, LLC
106$18.1K0.0%ETFVery LowMeridian, ID2026-10-29
Rossby Financial, LCC
104$17.8K0.0%ETFMediumMelbourne, FL2026-11-05
Vermillion Wealth Management, Inc.
100$17.1K0.0%ValueLowRosemount, MN2026-10-26
Bfsg, LLC
100$17.1K0.0%CoreLowIrvine, CA2026-10-30
First United Bank & Trust
90$15.4K0.0%CoreLowOakland, MD2026-10-22
Bank of New Hampshire
90$15.4K0.0%CoreLowLaconia, NH2026-10-06
Parkside Financial Bank & Trust
88$15.0K0.0%CoreVery LowSaint Louis, MO2026-10-27
DeDora Capital, Inc.
85$14.5K0.0%ETFVery LowNapa, CA2026-10-26
TD Waterhouse Canada Inc.
78$13.4K0.0%CoreLowToronto, Australia2026-10-16
First Pacific Financial
74$12.7K0.0%ETFLowVancouver, WA2026-10-14
Simplex Trading, LLC
72$12.3K0.0%CoreVery HighChicago, IL2026-11-04
Asset Dedication, LLC
66$11.2K0.0%ETFLowSan Francisco, CA2026-11-03
NorthAvenue LLC
66$11.2K0.0%ETFVery LowColumbus, OH2026-10-29
Jnba Financial Advisors
65$11.1K0.0%ETFMediumBloomington, MN2026-11-03
Nfsg Corp
64$10.9K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Plante Moran Financial Advisors, LLC
63$10.8K0.0%ETFVery LowSouthfield, MI2026-11-04
Foster Dykema Cabot & Partners, LLC
50$8.6K0.0%GrowthLowWaltham, MA2026-10-30
Markowski Investments
35$6.0K0.0%ETFN/ATampa, FL2026-10-30
Signature Equity Partners, LLC
31$5.2K0.0%GrowthMediumColumbus, OH2026-10-29
Peachtree Investment Partners, LLC
30$5.2K0.0%MomentumLowIndian River Shores,, FL2026-11-05
Adirondack Trust Co
30$5.1K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Gen-Wealth Partners Inc
29$5.0K0.0%CoreLowZeeland, MI2026-11-04
Morton Brown Family Wealth, LLC
27$4.6K0.0%ETFVery LowAllentown, PA2026-10-23
Provenance Wealth Advisors, LLC
27$4.6K0.0%ETFLowFort Lauderdale, FL2026-10-30
McCarley & Cook Financial Planners
27$4.6K0.0%ETFLowCincinnati, OH2026-10-21
Westside Investment Management, Inc.
27$4.6K0.0%GrowthLowSanta Monica, CA2026-11-02
Hazlett, Burt & Watson, Inc.
24$40.0%CoreVery LowWheeling, WV2026-11-04
Buck Wealth Strategies, LLC
24$4.1K0.0%ValueMediumDenver, CO2026-10-28
William Mack & Associates, Inc.
21$3.6K0.0%ETFLowTroy, MI2026-10-27
Bullock Wealth Management Group
20$3.4K0.0%GrowthLowBloomington, IN2026-10-09
Horizon Financial Services, LLC
19$3.2K0.0%ETFLowWinston Salem, NC2026-11-04
West Paces Advisors Inc.
17$2.9K0.0%ETFLowAtlanta, GA2026-10-13
DecisionPoint Financial, LLC
16$2.8K0.0%ETFVery LowMesa, AZ2026-10-27
Essential Partners LLC
15$2.6K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
POM Investment Strategies, LLC
12$2.1K0.0%ETFVery HighRaleigh, NC2026-10-20
Nemes Rush Group LLC
10$1.7K0.0%CoreVery LowNovi, MI2026-11-04
Princeton Global Asset Management LLC
10$1.7K0.0%GrowthLowPrinceton, NJ2026-10-21
Planning Strategies Inc.
7$1.2K0.0%ETFN/ALancaster, PA2026-10-02
Byrne Asset Management LLC
5$8840.0%CoreLowKingston, NJ2026-10-06
Cullen T Bankers, Inc.
1$1710.0%GrowthLowSan Antonio, TX2026-10-28
Valley Wealth Managers, Inc.
0$490.0%GARPMediumParamus, NJ2026-10-09