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Vanguard Russell 1000 Growth (VONG)

CUSIP: 92206C680 | NYSE | 1578 institutional holders

Quarters

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

Citigroup Inc3,646,571
0.2% of portfolio›$470.2M
Truist Financial Corp2,140,166
0.3% of portfolio›$275.9M
Commonwealth Equity Services, LLC2,056,696
0.3% of portfolio›$265.2M
Creative Planning1,796,977
0.1% of portfolio›$231.7M
Apollon Wealth Management, LLC1,305,364
1.9% of portfolio›$168.3M
Aaron Wealth Advisors LLC775,952
4.9% of portfolio›$100.0M
Lpwm LLC689,236
19.4% of portfolio›$88.9M
Global Strategic Investment Solutions, LLC686,980
7.8% of portfolio›$88.6M
WestHill Financial Advisors, Inc.652,537
14.1% of portfolio›$84.1M
Alliance Wealth Advisors, LLC612,746
14.4% of portfolio›$79.0M
93 Financial Group, LLC600,947
32.0% of portfolio›$77.5M
Hapanowicz & Associates Financial Services, Inc540,361
21.4% of portfolio›$69.7M
Seven Bridges Advisors LLC527,762
30.8% of portfolio›$68.0M
Nadler Financial Group, Inc.523,402
5.6% of portfolio›$67.5M
Waldron Private Wealth LLC504,505
2.3% of portfolio›$65.0M
Modera Wealth Management, LLC498,673
0.7% of portfolio›$64.3M
Bernardo Wealth Planning LLC483,366
5.3% of portfolio›$62.3M
Apella Capital, LLC440,631
0.7% of portfolio›$58.4M
Valley Wealth Managers, Inc.409,211
3.0% of portfolio›$52.8M
Parkside Financial Bank & Trust379,533
3.2% of portfolio›$48.9M
Summit Financial Strategies, Inc.374,671
3.3% of portfolio›$48.3M
Assetmark, Inc338,315
0.1% of portfolio›$43.6M
TD Private Client Wealth LLC315,935
0.7% of portfolio›$40.7M
Highland Financial Advisors, LLC313,468
8.6% of portfolio›$40.4M
Lido Advisors, LLC312,085
0.1% of portfolio›$40.2M
Steele Capital Management, Inc.306,195
1.5% of portfolio›$39.5M
D.A. Davidson & Co.299,091
0.2% of portfolio›$38.6M
Exchange Traded Concepts, LLC290,842
0.1% of portfolio›$37.5M
Wealth Enhancement Advisory Services, LLC235,964
0.0% of portfolio›$30.9M
Cambridge Investment Research Advisors, Inc.233,502
0.0% of portfolio›$30.1K
Planning Strategies Inc.226,311
17.3% of portfolio›$29.2M
Cynosure Group, LLC225,563
4.1% of portfolio›$29.1M
LVW Advisors, LLC214,782
2.3% of portfolio›$27.7M
Ashurst Perkins Coie Trust Co213,096
4.4% of portfolio›$27.5M
Wealth Dimensions Group, Ltd.210,970
4.6% of portfolio›$27.2M
Procyon Advisors, LLC186,971
1.0% of portfolio›$24.1M
Kestra Private Wealth Services, LLC180,571
0.2% of portfolio›$23.3M
HB Wealth Management, LLC172,788
0.1% of portfolio›$22.3M
Fifth Third Securities, Inc.165,454
1.1% of portfolio›$21.3M
Keybank National Association162,808
0.1% of portfolio›$21.0M
Creative Financial Designs Inc151,247
0.9% of portfolio›$19.5M
Fort Washington Investment Advisors Inc138,360
0.1% of portfolio›$17.8M
Winthrop Advisory Group LLC126,899
1.0% of portfolio›$16.4M
71 West Capital Partners124,637
0.5% of portfolio›$16.1M
Apollon Financial, LLC113,548
1.7% of portfolio›$14.6M
Kestra Advisory Services, LLC110,771
0.0% of portfolio›$14.3M
Bare Financial Services, Inc107,635
3.1% of portfolio›$13.9M
Park Avenue Securities LLC107,143
0.0% of portfolio›$13.8K
Livet Wealth, LLC106,843
7.6% of portfolio›$13.8M
Royal Fund Management, LLC95,316
1.0% of portfolio›$12.3M
Mission Wealth Management, LP93,531
0.2% of portfolio›$12.1M
Virtue Capital Management, LLC84,967
1.4% of portfolio›$11.0M
Relyea Zuckerberg Hanson LLC84,843
0.9% of portfolio›$10.9M
Hurley Capital, LLC81,575
5.1% of portfolio›$10.5M
Investors Research Corp79,143
1.8% of portfolio›$10.2M
Darrow Company, Inc.78,128
4.0% of portfolio›$10.1M
American Financial & TAX Strategies Inc76,494
4.5% of portfolio›$9.9M
Sowell Financial Services LLC75,976
0.3% of portfolio›$9.8M
MY Wealth Management Inc.70,296
6.6% of portfolio›$9.1M
Oppenheimer & Co Inc66,901
0.1% of portfolio›$8.6M
Rodgers & Associates, LTD65,366
0.8% of portfolio›$8.4M
Perigon Wealth Management, LLC59,670
0.1% of portfolio›$7.7M
Curtis Advisory Group, LLC58,917
1.4% of portfolio›$7.6M
ERn Financial, LLC57,291
1.2% of portfolio›$7.4M
Aurelius Family Office LLC56,903
2.9% of portfolio›$7.3M
Aprio Wealth Management, LLC56,808
0.3% of portfolio›$7.3M
Fifth Third Wealth Advisors LLC55,476
0.2% of portfolio›$7.2M
Wedbush Securities Inc54,914
0.0% of portfolio›$7.1K
MGO One Seven LLC54,812
0.1% of portfolio›$7.1M
Venture Visionary Partners LLC54,246
0.2% of portfolio›$7.0M
GEM Asset Management, LLC53,820
2.8% of portfolio›$6.9M
Frederick Financial Consultants, LLC52,028
2.8% of portfolio›$6.7M
Stegner Investment Associates Inc.49,585
3.0% of portfolio›$6.4M
CKW Financial Group48,701
0.0% of portfolio›$6.3K
Facet Wealth, Inc.47,912
0.1% of portfolio›$6.2M
Principal Financial Group Inc47,443
0.0% of portfolio›$6.1M
Grey Fox Wealth Advisors, LLC46,739
0.9% of portfolio›$6.0M
XML Financial, LLC46,296
0.4% of portfolio›$6.0M
Philip James Wealth Mangement, LLC45,691
0.7% of portfolio›$5.9M
Blue Capital, Inc.44,540
3.6% of portfolio›$5.7M
Wealth Advisory Team LLC43,652
4.6% of portfolio›$5.6M
Mezzasalma Advisors, LLC42,760
0.9% of portfolio›$4.2M
Davenport & Co LLC42,724
0.0% of portfolio›$5.5M
Signaturefd, LLC41,695
0.1% of portfolio›$5.4M
Crumly & Associates Inc.41,414
0.9% of portfolio›$5.3M
PFG Advisors41,246
0.3% of portfolio›$5.3M
Fairman Group, LLC40,800
3.8% of portfolio›$5.3M
Gainline Financial Partners, LLC40,581
4.6% of portfolio›$5.2M
Verus Capital Partners, LLC40,566
0.3% of portfolio›$5.2M
IFP Advisors, Inc40,486
0.1% of portfolio›$5.2M
Auour Investments LLC40,134
1.5% of portfolio›$5.2M
Lebenthal Global Advisors, LLC39,212
0.7% of portfolio›$5.1M
Valley National Advisers Inc38,849
0.6% of portfolio›$5.0M
TCV Trust & Wealth Management, Inc.37,937
0.4% of portfolio›$4.9M
Farther Finance Advisors, LLC37,913
0.0% of portfolio›$4.9M
Michels Family Financial, LLC37,003
3.0% of portfolio›$4.8M
Indivisible Partners36,964
0.2% of portfolio›$4.8M
Certified Advisory Corp36,389
0.4% of portfolio›$4.7M
OpenArc Corporate Advisory, LLC36,110
0.1% of portfolio›$4.7M
Tennessee Valley Asset Management Partners35,967
0.5% of portfolio›$4.6M
Roffman Miller Associates Inc35,931
0.2% of portfolio›$4.6M
Redw Wealth LLC35,759
1.7% of portfolio›$4.6M
One Day In July LLC34,328
0.3% of portfolio›$4.4M
Diversified Portfolios, Inc.33,798
0.3% of portfolio›$4.4M
RFG Advisory, LLC33,314
0.1% of portfolio›$4.3M
Focus Financial Network, Inc.32,695
0.1% of portfolio›$4.2M
Americana Partners, LLC31,876
0.1% of portfolio›$4.1M
First National Trust Co31,848
0.1% of portfolio›$4.1M
Wealthcare Advisory Partners LLC31,826
0.1% of portfolio›$4.1M
Concurrent Investment Advisors, LLC29,778
0.0% of portfolio›$3.8M
Kingswood Wealth Advisors, LLC29,445
0.1% of portfolio›$3.8M
Prospera Financial Services Inc29,304
0.0% of portfolio›$3.5M
Sapient Capital LLC28,915
0.1% of portfolio›$3.7M
Flagship Wealth Advisors, LLC28,520
0.8% of portfolio›$3.7M
Accurate Wealth Management, LLC28,287
0.3% of portfolio›$3.7M
Diversified Enterprises, LLC28,008
0.2% of portfolio›$3.6M
Atria Investments, Inc26,271
0.0% of portfolio›$3.4M
Princeton Global Asset Management LLC26,221
0.5% of portfolio›$3.4M
Sunpointe, LLC25,538
1.0% of portfolio›$3.3M
Sage Mountain Advisors LLC25,537
0.2% of portfolio›$3.3M
Chicago Partners Investment Group LLC25,494
0.1% of portfolio›$3.1M
Matrix Asset Advisors Inc25,043
0.3% of portfolio›$3.2M
Schneider Downs Wealth Management Advisors, LP24,821
0.3% of portfolio›$3.2M
Sigma Planning Corp24,745
0.1% of portfolio›$3.2M
Steph & Co24,360
0.8% of portfolio›$3.1M
Diversify Advisory Services, LLC23,122
0.0% of portfolio›$3.0M
Diversify Wealth Management, LLC23,122
0.0% of portfolio›$3.0M
Retirement Planning Group, LLC23,029
0.1% of portfolio›$3.0M
Prime Capital Investment Advisors, LLC22,697
0.0% of portfolio›$2.9M
Badgley Phelps Wealth Managers, LLC22,190
0.0% of portfolio›$2.9M
SwitchPoint Financial Planning, LLC21,952
1.6% of portfolio›$2.8M
TD Waterhouse Canada Inc.21,263
0.0% of portfolio›$2.8M
Embree Financial Group21,218
0.3% of portfolio›$2.7M
Glass Jacobson Investment Advisors llc21,121
0.8% of portfolio›$2.7M
Sound Financial Strategies Group, LLC20,663
1.8% of portfolio›$2.7M
Simon Quick Advisors, LLC20,255
0.1% of portfolio›$2.6M
Avior Wealth Management, LLC20,022
0.1% of portfolio›$2.6M
Solutions 4 Wealth, Ltd19,950
3.1% of portfolio›$2.6M
Elevation Capital Advisory, LLC19,874
1.0% of portfolio›$2.6M
First Horizon Corp19,021
0.1% of portfolio›$2.5M
Wedmont Private Capital18,845
0.1% of portfolio›$2.5M
Blackston Financial Advisory Group, LLC18,783
1.4% of portfolio›$2.4M
Tucker Asset Management LLC18,619
0.6% of portfolio›$2.4M
Carnegie Investment Counsel18,151
0.0% of portfolio›$2.3M
Fulton Bank, N.A.17,207
0.1% of portfolio›$2.2M
Vise Technologies, Inc.16,582
0.0% of portfolio›$2.1M
Andina Capital Management, LLC16,474
3.1% of portfolio›$2.1M
Private Trust Co NA16,278
0.2% of portfolio›$2.1M
Garde Capital, Inc.16,176
0.1% of portfolio›$2.1M
Nemes Rush Group LLC15,723
0.2% of portfolio›$2.0M
Ulrich Consultants & Investment Group, LLC15,662
2.0% of portfolio›$2.0M
Next Level Private LLC15,618
0.4% of portfolio›$2.0M
Aquire Wealth Advisors, LLC15,399
0.4% of portfolio›$2.0M
ETF Portfolio Partners, Inc.15,251
0.5% of portfolio›$2.0M
Valpey Financial Services, LLC14,914
1.1% of portfolio›$1.9M
LBJ Family Wealth Advisors, Ltd.14,730
1.0% of portfolio›$1.9K
Victory Financial Group, LLC14,412
0.2% of portfolio›$1.9M
Trilogy Capital Inc.14,073
0.1% of portfolio›$1.8M
Certuity, LLC13,754
0.1% of portfolio›$1.8M
Investment Partners, Ltd.13,705
0.3% of portfolio›$1.8M
3Chopt Investment Partners, LLC13,460
0.3% of portfolio›$1.7M
Beacon Financial Planning, Inc13,440
0.6% of portfolio›$1.7M
Level Financial Advisors13,231
0.4% of portfolio›$1.7M
MidAtlantic Capital Management, Inc.13,226
1.0% of portfolio›$1.7M
Sonata Capital Group Inc12,883
0.5% of portfolio›$1.7M
Uptick Partners, LLC12,875
0.2% of portfolio›$1.7M
AdvisorNet Financial, Inc12,729
0.1% of portfolio›$1.6M
Allegiance Financial Group Advisory Services LLC12,552
0.3% of portfolio›$1.6M
Fund Evaluation Group, LLC12,388
0.0% of portfolio›$1.6M
MSH Capital Advisors LLC12,258
0.2% of portfolio›$1.6M
Balentine LLC12,077
0.1% of portfolio›$1.6M
FSM Wealth Advisors, LLC11,865
0.2% of portfolio›$1.6M
Pacific Capital Wealth Advisors, Inc.11,673
0.2% of portfolio›$1.5M
Bokf, NA11,287
0.0% of portfolio›$1.5M
Elevation Point Wealth Partners, LLC11,223
0.0% of portfolio›$1.5M
Sovran Advisors, LLC11,157
0.1% of portfolio›$1.4M
Elevation Wealth Partners, LLC10,882
0.4% of portfolio›$1.4M
RFG - Bristol Wealth Advisors, LLC10,685
0.3% of portfolio›$1.4M
Junk Investment Group, LLC10,604
0.6% of portfolio›$1.4M
Flagship Harbor Advisors, LLC10,428
0.0% of portfolio›$1.3M
Aspiriant, LLC10,299
0.0% of portfolio›$1.3M
Cerro Pacific Wealth Advisors LLC10,174
0.3% of portfolio›$1.3M
Brookstone Capital Management9,802
0.0% of portfolio›$1.3M
Basso Capital Management, L.P.9,786
0.3% of portfolio›$1.3M
Advisor OS, LLC9,754
0.1% of portfolio›$1.3M
Davidson Trust Co9,740
0.5% of portfolio›$1.3M
Compass Ion Advisors, LLC9,738
0.1% of portfolio›$1.3M
City Holding Co9,701
0.1% of portfolio›$1.3M
Choreo, LLC9,498
0.0% of portfolio›$1.2M
Sagespring Wealth Partners, LLC9,468
0.0% of portfolio›$1.2M
MTM Investment Management, LLC9,412
0.4% of portfolio›$1.2M
Signature Estate & Investment Advisors LLC9,290
0.0% of portfolio›$1.2M
B. Riley Wealth Advisors, Inc.9,265
0.0% of portfolio›$1.2M
Fragasso Financial Advisors Inc9,248
0.1% of portfolio›$1.2M
Parallel Advisors, LLC9,150
0.0% of portfolio›$1.2M
Bison Wealth, LLC9,101
0.1% of portfolio›$1.2M
VestGen Advisors, LLC9,053
0.0% of portfolio›$1.2M
Axxcess Wealth Management, LLC8,915
0.0% of portfolio›$1.1M
Daymark Wealth Partners, LLC8,736
0.0% of portfolio›$1.1M
Asset One Wealth Management LLC8,670
0.1% of portfolio›$1.1M
American National Bank & Trust8,590
0.1% of portfolio›$1.1M
Rainier Family Wealth Inc8,579
0.6% of portfolio›$1.1M
CoreCap Advisors, LLC8,562
0.0% of portfolio›$1.1M
Beaumont Financial Advisors, LLC8,488
0.1% of portfolio›$1.1M
Base Wealth Management LLC8,335
0.5% of portfolio›$1.1M
Key Client Fiduciary Advisors, LLC8,319
0.3% of portfolio›$1.1M
Total Clarity Wealth Management, Inc.8,214
0.2% of portfolio›$1.1M
Koshinski Asset Management, Inc.8,159
0.1% of portfolio›$1.1M
SBI Securities Co., Ltd.8,150
0.0% of portfolio›$1.1M
Vicus Capital8,068
0.1% of portfolio›$1.0M
Hazlett, Burt & Watson, Inc.8,048
0.0% of portfolio›$1.0K
Capital Planning LLC8,012
0.3% of portfolio›$1.0M
Braun-Bostich & Associates Inc.7,867
0.6% of portfolio›$1.0M
Allspring Global Investments Holdings, LLC7,744
0.0% of portfolio›$1.0M
Lee, Kelleher & Klein Wealth Management7,687
0.5% of portfolio›$991.1K
Flynn Zito Capital Management, LLC7,672
0.3% of portfolio›$989.2K
Bluesphere Advisors LLC7,550
0.3% of portfolio›$973.4K
Arista Wealth Management, LLC7,519
0.1% of portfolio›$969.5K
Keeler Thomas Management LLC7,473
0.4% of portfolio›$963.4K
Santori & Peters, Inc.7,459
0.3% of portfolio›$961.7K
Essential Investment Partners LLC7,430
0.6% of portfolio›$958.0K
Capital Investment Advisors, LLC7,393
0.0% of portfolio›$953.2K
Cordatus Wealth Management LLC7,260
0.2% of portfolio›$936.1K
Goelzer Investment Management, Inc.7,143
0.0% of portfolio›$920.9K
Berman McAleer LLC7,095
0.1% of portfolio›$914.8K
Midwest Trust Co7,092
0.0% of portfolio›$914.4K
McAdam, LLC6,895
0.0% of portfolio›$888.9K
Sentinel Trust Co LBA6,885
0.0% of portfolio›$888
Calamos Wealth Management LLC6,813
0.0% of portfolio›$878.4K
Advisory Resource Group6,778
0.1% of portfolio›$873.9K
NovaPoint Capital, LLC6,703
0.2% of portfolio›$864.2K
Kachkovsky & Fisher, Inc.6,674
0.8% of portfolio›$860.4K
Absolute Capital Management, LLC6,670
0.2% of portfolio›$860.0K
Vontobel Holding Ltd.6,659
0.0% of portfolio›$858.5K
Briggs Wealth Management, Inc6,657
0.8% of portfolio›$858.3K
Cherrydale Wealth Management, LLC6,416
0.2% of portfolio›$827.2K
Verum Partners LLC6,387
0.1% of portfolio›$823.5K
Arsenal Capital Advisors LLC6,378
0.4% of portfolio›$822.3K
Visionary Wealth Advisors6,356
0.0% of portfolio›$819.5K
HUB Investment Partners, LLC6,342
0.0% of portfolio›$817.7K
Financial Guidance Group, Inc.6,250
0.3% of portfolio›$805.8K
XY Planning Network, Inc.6,194
0.1% of portfolio›$798.6K
Green Ridge Wealth Planning LLC5,871
0.3% of portfolio›$756.9K
Global Wealth Management Investment Advisory, Inc.5,846
0.1% of portfolio›$753.7K
Wagner Wealth Management, Corp5,681
0.6% of portfolio›$732.5K
Grant Street Asset Management, Inc.5,671
0.1% of portfolio›$731.2K
Balboa Wealth Partners5,619
0.1% of portfolio›$724.4K
Fairway Wealth LLC5,590
0.2% of portfolio›$720.7K
Stone House Investment Management, LLC5,387
0.1% of portfolio›$694.5K
Pinnacle Associates LTD5,377
0.0% of portfolio›$693.2K
Carrera Capital Advisors5,341
0.1% of portfolio›$688.6K
Brandywine OAK Private Wealth LLC5,340
0.1% of portfolio›$688.5K
Integrity Alliance, Llc.5,295
0.0% of portfolio›$682.7K
Ignite Planners, LLC5,287
0.1% of portfolio›$683.1K
Cornerstone Wealth Management, LLC5,126
0.0% of portfolio›$660.8K
Black Diamond Financial, LLC5,000
0.1% of portfolio›$644.7K
Lewis Asset Management, LLC4,955
0.2% of portfolio›$638.9K
Pinnacle Wealth Management Advisory Group, LLC4,946
0.0% of portfolio›$637.7K
Trust Point Inc.4,920
0.0% of portfolio›$634.3K
Cullinan Associates Inc4,854
0.0% of portfolio›$625.8K
Sima Wealth Partners, LLC4,734
0.4% of portfolio›$610.4K
Compass Wealth Management LLC4,640
0.1% of portfolio›$598.2K
FF Advisors,LLC4,631
0.2% of portfolio›$597.1K
First American Bank4,602
0.0% of portfolio›$593.3K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management4,577
0.0% of portfolio›$590.1K
Fortitude Advisory Group L.L.C.4,552
0.2% of portfolio›$587.0K
Titleist Asset Management, LLC4,529
0.0% of portfolio›$584.0K
Fermata Advisors, LLC4,488
0.1% of portfolio›$578.7K
Principle Wealth Partners LLC4,488
0.0% of portfolio›$578.6K
SAX Wealth Advisors, LLC4,402
0.0% of portfolio›$567.6K
ARK & TLK Investments, LLC4,384
0.1% of portfolio›$565.2K
Opus Capital Group, LLC4,227
0.0% of portfolio›$545
CRA Financial Services, LLC4,215
0.1% of portfolio›$543.4K
Kohmann Bosshard Financial Services, LLC4,209
0.0% of portfolio›$542.6K
Csenge Advisory Group4,147
0.0% of portfolio›$534.7K
Wilmington Savings Fund Society, FSB4,138
0.0% of portfolio›$533.5K
Emerald Advisors, LLC4,114
0.1% of portfolio›$530.4K
International Assets Investment Management, LLC4,079
0.0% of portfolio›$527.8K
Ashton Thomas Private Wealth, LLC3,888
0.0% of portfolio›$501.3K
Precedent Wealth Partners, LLC3,833
0.1% of portfolio›$494.2K
Legacy Wealth Asset Management, LLC3,819
0.1% of portfolio›$492.4K
Citizens Financial Group Inc3,790
0.0% of portfolio›$488.6K
Regent Peak Wealth Advisors LLC3,773
0.1% of portfolio›$486.5K
Laurel OAK Wealth Management, LLC3,750
0.1% of portfolio›$483.5K
Buck Wealth Strategies, LLC3,749
0.0% of portfolio›$483.3K
Signal Advisors Wealth, LLC3,725
0.0% of portfolio›$480.2K
Lanark Financial, Inc.3,673
0.0% of portfolio›$473.6K
Bond & Devick Financial Network, Inc.3,656
0.1% of portfolio›$471.4K
Cyndeo Wealth Partners, LLC3,633
0.0% of portfolio›$468.4K
Avidian Wealth Enterprises, LLC3,633
0.0% of portfolio›$468.4K
Gilliland Jeter Wealth Management LLC3,628
0.1% of portfolio›$467.8K
D'Orazio & Associates, Inc.3,590
0.1% of portfolio›$462.8K
Blue Trust, Inc.3,525
0.0% of portfolio›$454.5K
Visionary Horizons, LLC3,496
0.2% of portfolio›$450.7K
Founders Financial Securities LLC3,485
0.0% of portfolio›$449.3K
United Community Bank3,444
0.1% of portfolio›$444.0K
Sepio Capital, LP3,439
0.0% of portfolio›$443.4K
United Capital Management of KS, Inc.3,410
0.1% of portfolio›$439.7K
Summit Wealth Group LLC / Co3,409
0.0% of portfolio›$439.5K
Park Capital Management, LLC / WI3,400
0.2% of portfolio›$438.4K
Kraft, Davis & Associates, LLC3,391
0.1% of portfolio›$429.4K
My Personal CFO, LLC3,381
0.2% of portfolio›$435.9K
Inman Jager Wealth Management, LLC3,378
0.2% of portfolio›$435.5K
New England Private Wealth Advisors LLC3,346
0.0% of portfolio›$431.4K
Merkkuri Wealth Advisors LLC3,305
0.3% of portfolio›$426.1K
TME Financial, Inc.3,303
0.3% of portfolio›$425.8K
StoneX Group Inc.3,245
0.0% of portfolio›$418.4K
White Lighthouse Investment Management Inc.3,241
0.1% of portfolio›$417.9K
Fairvoy Private Wealth, LLC3,224
0.1% of portfolio›$415.7K
Retireful, LLC3,208
0.4% of portfolio›$413.6K
Kendall Capital Management3,182
0.1% of portfolio›$410.3K
Tranquility Partners, LLC3,171
0.1% of portfolio›$408.8K
SC&H Financial Advisors, Inc.3,127
0.1% of portfolio›$403.1K
Mitchell Sinkler & Starr3,105
0.2% of portfolio›$400.3K
Park Edge Advisors, LLC2,972
0.1% of portfolio›$383.2K
Deroy & Devereaux Private Investment Counsel Inc2,950
0.0% of portfolio›$380
Equitable Trust Co2,933
0.0% of portfolio›$378.2K
BLB&B Advisors, LLC2,910
0.0% of portfolio›$375.2K
Grimes & Co Wealth Management, LLC2,893
0.0% of portfolio›$373.0K
Eagle Wealth Strategies LLC2,864
0.1% of portfolio›$369.3K
Impact Capital Partners LLC2,844
0.1% of portfolio›$366.7K
Abound Wealth Management2,769
0.1% of portfolio›$357.0K
First City Capital Management, Inc.2,744
0.2% of portfolio›$353.8K
Asset Management One Co., Ltd.2,697
0.0% of portfolio›$347.7K
William Mack & Associates, Inc.2,672
0.1% of portfolio›$344.5K
Archford Capital Strategies, LLC2,667
0.0% of portfolio›$343.8K
Signature Equity Partners, LLC2,640
0.1% of portfolio›$340.4K
SkyOak Wealth, LLC2,498
0.1% of portfolio›$322.1K
Quadrant Private Wealth Management, LLC2,490
0.0% of portfolio›$321.0K
Evanson Financial, LLC2,462
0.0% of portfolio›$317.4K
Courier Capital LLC2,452
0.0% of portfolio›$316.1K
Directional Asset Management2,437
0.3% of portfolio›$314.2K
CWA Asset Management Group, LLC2,432
0.0% of portfolio›$313.6K
Woodard & Co Asset Management Group Inc2,425
0.0% of portfolio›$312.7K
Client 1ST Advisory Group, LLC2,409
0.1% of portfolio›$310.6K
Loring Wolcott & Coolidge Fiduciary Advisors LLP2,407
0.0% of portfolio›$310.3K
James Reed Financial Services, Inc.2,381
0.2% of portfolio›$307.0K
Balefire, LLC2,344
0.0% of portfolio›$302.2K
Heritage Wealth Management, Inc.2,340
0.1% of portfolio›$301.7K
SteelPeak Wealth, LLC2,329
0.0% of portfolio›$300.3K
Innovative Wealth Building LLC2,322
0.2% of portfolio›$299.4K
Sicart Associates LLC2,313
0.1% of portfolio›$289.2K
Motive Wealth Advisors2,288
0.1% of portfolio›$295.0K
Brighton Jones LLC2,250
0.0% of portfolio›$290.1K
Lockerman Financial Group, Inc.2,243
0.4% of portfolio›$289.2K
CWC Advisors, Llc.2,235
0.1% of portfolio›$288.2K
Amplius Wealth Advisors, LLC2,221
0.0% of portfolio›$286.3K
StoryOne LLC2,205
0.1% of portfolio›$284.3K
StoryOne LLC2,205
0.1% of portfolio›$284.3K
Krilogy Financial LLC2,154
0.0% of portfolio›$281.9K
PDS Planning, Inc2,144
0.0% of portfolio›$276.4K
Jacobs & Co2,100
0.0% of portfolio›$270
Northbridge Financial Group, LLC2,094
0.1% of portfolio›$278.5K
Tannin Capital LLC2,087
0.2% of portfolio›$269.1K
Cape Investment Advisory, Inc.2,080
0.1% of portfolio›$268.1K
Kroeger Financial Partners2,069
0.3% of portfolio›$266.8K
NTV Asset Management LLC2,024
0.0% of portfolio›$261.0K
Integrated Advisors Network LLC2,015
0.0% of portfolio›$259.8K
Everett Harris & Co2,000
0.0% of portfolio›$257.9K
Kanawha Capital Management LLC1,999
0.0% of portfolio›$257.7K
Capital Investment Advisory Services, LLC1,995
0.0% of portfolio›$257.2K
PUREfi Wealth, LLC1,986
0.1% of portfolio›$256.1K
Financial Planning Hawaii, Inc.1,980
0.1% of portfolio›$255.3K
North Star Investment Management Corp.1,976
0.0% of portfolio›$254.7K
Armstrong Advisory Group, Inc1,972
0.0% of portfolio›$254.2K
AlphaStar Capital Management, LLC1,969
0.0% of portfolio›$253.8K
Inspirion Wealth Advisors, LLC1,962
0.0% of portfolio›$253.0K
Foundation Wealth Management, LLC1,961
0.1% of portfolio›$252.8K
SeaCrest Wealth Management, LLC1,951
0.0% of portfolio›$251.5K
Unique Wealth, LLC1,940
0.0% of portfolio›$250.1K
Horst & Graben Wealth Management LLC1,939
0.0% of portfolio›$250.0K
Acorn Financial Advisory Services Inc1,936
0.0% of portfolio›$249.6K
Ascentis Wealth Management, LLC1,926
0.0% of portfolio›$248.3K
Eastern Bank1,915
0.0% of portfolio›$246.9K
Nottingham Advisors, Inc.1,894
0.0% of portfolio›$245.1K
Occidental Asset Management, LLC1,865
0.0% of portfolio›$240.5K
Gordian Advisors LLC1,828
0.1% of portfolio›$235.7K
Angeles Wealth Management, LLC1,819
0.0% of portfolio›$234.5K
HMS Capital Management, LLC1,818
0.1% of portfolio›$234.4K
Abel Hall, LLC1,816
0.0% of portfolio›$234.1K
180 Wealth Advisors, LLC1,810
0.0% of portfolio›$233.4K
Roxbury Financial LLC1,810
0.2% of portfolio›$233.4K
Alterna Wealth Management, Inc1,788
0.1% of portfolio›$230.5K
Sather Financial Group Inc1,784
0.0% of portfolio›$230.0K
Kingsman Wealth Management, Inc.1,781
0.1% of portfolio›$229.7K
Trellis Wealth Advisors LLC1,777
0.1% of portfolio›$229.2K
Clearwave Capital, LLC1,764
0.1% of portfolio›$227.5K
Aurora Private Wealth, Inc.1,762
0.0% of portfolio›$227
Essex Bank1,760
0.0% of portfolio›$226.9K
Simplicity Wealth,LLC1,746
0.0% of portfolio›$225.1K
Root Financial Partners, LLC1,713
0.0% of portfolio›$220.9K
Old North State Wealth Management, LLC1,700
0.1% of portfolio›$219.2K
Premier Path Wealth Partners, LLC1,694
0.0% of portfolio›$218.4K
Quantum Financial Planning Services, Inc.1,691
0.1% of portfolio›$218.0K
Elevatus Welath Management1,690
0.1% of portfolio›$217.9K
Sylvest Advisors, LLC1,683
0.1% of portfolio›$217.0K
Trust Co of Vermont1,680
0.0% of portfolio›$216.6K
Murphy & Mullick Capital Management Corp1,680
0.1% of portfolio›$216.6K
Accredited Investors Inc.1,676
0.0% of portfolio›$216.1K
Robertson Stephens Wealth Management, LLC1,612
0.0% of portfolio›$207.8K
Romano Brothers and Company1,610
0.0% of portfolio›$207.6K
Pinion Investment Advisors, LLC1,608
0.0% of portfolio›$207.3K
Tempo Wealth, LLC1,599
0.0% of portfolio›$206.2K
Schear Investment Advisers, LLC1,599
0.0% of portfolio›$206.2K
Williams Jones Wealth Management, Llc.1,598
0.0% of portfolio›$206.0K
Gen-Wealth Partners Inc1,578
0.1% of portfolio›$203.5K
Timonier Family Office, Ltd.1,577
0.1% of portfolio›$203.3K
Silvia Mccoll Wealth Management, LLC1,575
0.1% of portfolio›$203.1K
Avalon Capital Management1,560
0.0% of portfolio›$201.1K
Cassaday & Co Wealth Management LLC1,424
0.0% of portfolio›$183.6K
Trust Co1,336
0.0% of portfolio›$172.3K
AlphaCore Capital LLC1,334
0.0% of portfolio›$172.0K
Entrust Financial LLC1,316
0.1% of portfolio›$169.6K
Pinnacle Bancorp, Inc.1,300
0.0% of portfolio›$167.6K
GoalVest Advisory LLC1,293
0.0% of portfolio›$166.7K
Creative Capital Management Investments LLC1,276
0.0% of portfolio›$164.5K
EverSource Wealth Advisors, LLC1,241
0.0% of portfolio›$160.0K
Private Wealth Management Group, LLC1,197
0.0% of portfolio›$154.3K
Tounjian Advisory Partners, LLC1,196
0.1% of portfolio›$154.2K
Wagner Wealth Management, LLC1,156
0.0% of portfolio›$149.0K
Arlington Trust Co LLC1,140
0.0% of portfolio›$147.0K
Evolution Wealth Management Inc.1,016
0.1% of portfolio›$131.0K
Triumph Capital Management1,006
0.0% of portfolio›$129.7K
Asset Dedication, LLC987
0.0% of portfolio›$127.2K
Archer Investment Corp909
0.0% of portfolio›$117.2K
Maryland Capital Advisors Inc.898
0.0% of portfolio›$115.8K
Hoese & Co LLP822
0.1% of portfolio›$106.0K
Phillips Financial Management, LLC792
0.0% of portfolio›$102.1K
Key FInancial Inc791
0.0% of portfolio›$102.0K
Independence Bank of Kentucky757
0.0% of portfolio›$97.6K
Adirondack Trust Co714
0.0% of portfolio›$92.1K
Concord Wealth Partners678
0.0% of portfolio›$87.4K
Mather Group, Llc.667
0.0% of portfolio›$86.0K
Financial Perspectives, Inc657
0.0% of portfolio›$84.7K
Owl Creek Wealth Partners LLC655
0.0% of portfolio›$84.5K
Sfam, LLC648
0.1% of portfolio›$83.5K
Next Level Wealth Planning, LLC630
0.0% of portfolio›$81.2K
GGM Financial LLC606
0.0% of portfolio›$78.1K
JFS Wealth Advisors, LLC590
0.0% of portfolio›$76.0K
Smallwood Wealth Investment Management, LLC589
0.0% of portfolio›$75.9K
Hager Investment Management Services, LLC566
0.0% of portfolio›$73.0K
Tompkins Financial Corp542
0.0% of portfolio›$69.9K
Jnba Financial Advisors539
0.0% of portfolio›$69.5K
Newton One Investments LLC530
0.0% of portfolio›$68.3K
Indiana Trust & Investment Management Co500
0.0% of portfolio›$64.5K
City State Bank500
0.0% of portfolio›$64.5K
Avion Wealth472
0.0% of portfolio›$60
Golden State Wealth Management, LLC437
0.0% of portfolio›$56.5K
Catherine Avery Investment Management LLC435
0.0% of portfolio›$56.1K
Provenance Wealth Advisors, LLC407
0.0% of portfolio›$52.5K
Center for Financial Planning, Inc.406
0.0% of portfolio›$52.3K
Biltmore Family Office, LLC389
0.0% of portfolio›$50.2K
Proathlete Wealth Management LLC380
0.0% of portfolio›$49.0K
Cranbrook Wealth Management, LLC375
0.0% of portfolio›$48.3K
Spire Wealth Management360
0.0% of portfolio›$46.4K
RMG Wealth Management LLC352
0.0% of portfolio›$43.5K
West Paces Advisors Inc.345
0.0% of portfolio›$44.5K
Farmers & Merchants Investments Inc300
0.0% of portfolio›$38.7K
Global Trust Asset Management, LLC300
0.0% of portfolio›$38.7K
Cullen T Bankers, Inc.283
0.0% of portfolio›$36.5K
Dhjj Financial Advisors, Ltd.271
0.0% of portfolio›$34.9K
Advantage Trust Co268
0.0% of portfolio›$34.6K
Midwest Capital Advisors, LLC264
0.0% of portfolio›$34.0K
EPG Wealth Management LLC259
0.0% of portfolio›$33.4K
Cdkv Holdings LLC248
0.0% of portfolio›$32.0K
Westside Investment Management, Inc.245
0.0% of portfolio›$31.6K
Mycio Wealth Partners, LLC244
0.0% of portfolio›$31.5K
Downshift Financial, LLC217
0.0% of portfolio›$28.0K
Nfsg Corp213
0.0% of portfolio›$27.5K
Yankcom Partnership189
0.0% of portfolio›$24.4K
DecisionPoint Financial, LLC181
0.0% of portfolio›$23.4K
First Pacific Financial180
0.0% of portfolio›$23.1K
Central Pacific Bank - Trust Division156
0.0% of portfolio›$20.1K
Meriwether Wealth & Planning, LLC155
0.0% of portfolio›$20.0K
Capital Investment Counsel, Inc152
0.0% of portfolio›$19.6K
Eukles Asset Management120
0.0% of portfolio›$15.5K
Harbor Investment Advisory, LLC118
0.0% of portfolio›$15.2K
Comprehensive Financial Planning, Inc.112
0.0% of portfolio›$14.4K
Lodestone Wealth Management LLC110
0.0% of portfolio›$14.2K
Montgomery Financial Services LLC103
0.0% of portfolio›$13.3K
Lloyd Advisory Services, Llc.92
0.0% of portfolio›$11.9K
Bfsg, LLC80
0.0% of portfolio›$10.3K
Richards, Merrill & Peterson, Inc.74
0.0% of portfolio›$9.5K
Carolina Wealth Advisors, LLC72
0.0% of portfolio›$9.3K
Halbert Hargrove Global Advisors, LLC70
0.0% of portfolio›$9.1K
Toth Financial Advisory Corp70
0.0% of portfolio›$9.0K
Financial Network Wealth Advisors LLC70
0.0% of portfolio›$9.0K
MassMutual Private Wealth & Trust, FSB67
0.0% of portfolio›$8.6K
Hilton Head Capital Partners, LLC64
0.0% of portfolio›$8.3K
Physician Wealth Advisors, Inc.60
0.0% of portfolio›$7.7K
Pension & Wealth Management Advisors, Inc.55
0.0% of portfolio›$7.1K
Nova Financial LLC54
0.0% of portfolio›$6.9K
Elevated Capital Advisors, LLC44
0.0% of portfolio›$5.7K
Ascentis Independent Advisors43
0.0% of portfolio›$6.2K
GHP Investment Advisors, Inc.41
0.0% of portfolio›$5.3K
Clark Wealth Partners41
0.0% of portfolio›$5.3K
Brown, Lisle Ings, Inc.40
0.0% of portfolio›$5.2K
GK Wealth Management LLC38
0.0% of portfolio›$4.9K
Silver Grove Financial Group, Inc.35
0.0% of portfolio›$4.5K
Duncker Streett & Co Inc34
0.0% of portfolio›$4.4K
Signature Resources Capital Management, LLC32
0.0% of portfolio›$4.1K
RHL Group, LLC25
0.0% of portfolio›$3.2K
Oakworth Capital, Inc.22
0.0% of portfolio›$2.8K
IMG Wealth Management, Inc.20
0.0% of portfolio›$2.6K
High Note Wealth, LLC18
0.0% of portfolio›$2.3K
Cordgrass Capital Advisors, LLC15
0.0% of portfolio›$1.9K
Harbor Asset Planning, Inc.14
0.0% of portfolio›$1.8K
Morton Brown Family Wealth, LLC7
0.0% of portfolio›$903
Register Financial Advisors LLC3
0.0% of portfolio›$387
Prairie Wealth Advisors, Inc.0
0.1% of portfolio›$236.0K
StyleTurnoverLocationFiled
Citigroup Inc
3,646,571$470.2M0.2%CoreMediumNew York, NY2026-11-04
Truist Financial Corp
2,140,166$275.9M0.3%CoreLowCharlotte, NC2026-10-30
Commonwealth Equity Services, LLC
2,056,696$265.2M0.3%ETFLowWaltham, MA2026-11-02
Creative Planning
1,796,977$231.7M0.1%IndexVery LowOverland Park, KS2026-11-02
Apollon Wealth Management, LLC
1,305,364$168.3M1.9%GrowthLowMount Pleasant, SC2026-10-23
Aaron Wealth Advisors LLC
775,952$100.0M4.9%GrowthMediumChicago, IL2026-10-13
Lpwm LLC
689,236$88.9M19.4%ETFMediumMinneapolis, MN2026-10-20
Global Strategic Investment Solutions, LLC
686,980$88.6M7.8%ETFLowScottsdale, AZ2026-10-16
WestHill Financial Advisors, Inc.
652,537$84.1M14.1%ETFVery LowSan Rafael, CA2026-10-14
Alliance Wealth Advisors, LLC
612,746$79.0M14.4%ETFHighCenterville, UT2026-10-28
93 Financial Group, LLC
600,947$77.5M32.0%ETFN/AWoburn, MA2026-10-21
Hapanowicz & Associates Financial Services, Inc
540,361$69.7M21.4%ETFVery LowPittsburgh, PA2026-10-29
Seven Bridges Advisors LLC
527,762$68.0M30.8%ETFN/ANew York, NY2026-10-07
Nadler Financial Group, Inc.
523,402$67.5M5.6%ETFVery LowDeerfield, IL2026-10-23
Waldron Private Wealth LLC
504,505$65.0M2.3%ETFVery LowBridgeville, PA2026-11-02
Modera Wealth Management, LLC
498,673$64.3M0.7%ETFVery LowWestwood, NJ2026-10-28
Bernardo Wealth Planning LLC
483,366$62.3M5.3%ETFVery LowHarleysville, PA2026-10-23
Apella Capital, LLC
440,631$58.4M0.7%ETFVery LowWest Hartford, CT2026-10-08
Valley Wealth Managers, Inc.
409,211$52.8M3.0%GARPMediumParamus, NJ2026-10-09
Parkside Financial Bank & Trust
379,533$48.9M3.2%CoreVery LowSaint Louis, MO2026-10-27
Summit Financial Strategies, Inc.
374,671$48.3M3.3%ETFLowColumbus, OH2026-10-14
Assetmark, Inc
338,315$43.6M0.1%ETFLowConcord, CA2026-10-21
TD Private Client Wealth LLC
315,935$40.7M0.7%ETFLowNew York, NY2026-10-28
Highland Financial Advisors, LLC
313,468$40.4M8.6%ETFVery LowWayne, NJ2026-10-19
Lido Advisors, LLC
312,085$40.2M0.1%GrowthLowLos Angeles, CA2026-11-04
Steele Capital Management, Inc.
306,195$39.5M1.5%ETFVery LowDubuque, IA2026-11-02
D.A. Davidson & Co.
299,091$38.6M0.2%CoreLowGreat Falls, MT2026-10-28
Exchange Traded Concepts, LLC
290,842$37.5M0.1%GrowthMediumOklahoma City, OK2026-10-28
Wealth Enhancement Advisory Services, LLC
235,964$30.9M0.0%CoreLowPlymouth, MN2026-10-13
Cambridge Investment Research Advisors, Inc.
233,502$30.1K0.0%ETFLowFairfield, IA2026-11-02
Planning Strategies Inc.
226,311$29.2M17.3%ETFN/ALancaster, PA2026-10-02
Cynosure Group, LLC
225,563$29.1M4.1%ETFMediumSalt Lake City, UT2026-11-03
LVW Advisors, LLC
214,782$27.7M2.3%CoreMediumPittsford, NY2026-10-19
Ashurst Perkins Coie Trust Co
213,096$27.5M4.4%CoreVery LowSeattle, WA2026-10-15
Wealth Dimensions Group, Ltd.
210,970$27.2M4.6%ETFLowCincinnati, OH2026-11-02
Procyon Advisors, LLC
186,971$24.1M1.0%CoreVery LowShelton, CT2026-10-21
Kestra Private Wealth Services, LLC
180,571$23.3M0.2%GrowthLowAustin, TX2026-10-30
HB Wealth Management, LLC
172,788$22.3M0.1%IndexVery LowAtlanta, GA2026-10-23
Fifth Third Securities, Inc.
165,454$21.3M1.1%ETFLowCincinnati, OH2026-10-21
Keybank National Association
162,808$21.0M0.1%CoreLowBrooklyn, OH2026-11-04
Creative Financial Designs Inc
151,247$19.5M0.9%ETFMediumKokomo, IN2026-11-04
Fort Washington Investment Advisors Inc
138,360$17.8M0.1%CoreLowCincinnati, OH2026-10-15
Winthrop Advisory Group LLC
126,899$16.4M1.0%ETFVery LowBoston, MA2026-10-22
71 West Capital Partners
124,637$16.1M0.5%IndexVery LowBoston, MA2026-11-04
Apollon Financial, LLC
113,548$14.6M1.7%ETFVery LowMount Pleasant, SC2026-10-23
Kestra Advisory Services, LLC
110,771$14.3M0.0%CoreLowAustin, TX2026-11-02
Bare Financial Services, Inc
107,635$13.9M3.1%ETFVery LowGap, PA2026-11-04
Park Avenue Securities LLC
107,143$13.8K0.0%ETFMediumNew York, NY2026-10-26
Livet Wealth, LLC
106,843$13.8M7.6%ETFLowSpanish Fork, UT2026-10-27
Royal Fund Management, LLC
95,316$12.3M1.0%GrowthMediumLady Lake, FL2026-10-22
Mission Wealth Management, LP
93,531$12.1M0.2%ETFLowSanta Barbara, CA2026-10-15
Virtue Capital Management, LLC
84,967$11.0M1.4%GrowthHighBrentwood, TN2026-10-29
Relyea Zuckerberg Hanson LLC
84,843$10.9M0.9%ETFLowStamford, CT2026-10-20
Hurley Capital, LLC
81,575$10.5M5.1%GARPMediumNew York, NY2026-11-05
Investors Research Corp
79,143$10.2M1.8%ETFLowAtlanta, GA2026-10-07
Darrow Company, Inc.
78,128$10.1M4.0%ETFVery LowNeedham, MA2026-10-22
American Financial & TAX Strategies Inc
76,494$9.9M4.5%ETFVery LowNew York, NY2026-10-16
Sowell Financial Services LLC
75,976$9.8M0.3%CoreLowNorth Little Rock, AR2026-10-23
MY Wealth Management Inc.
70,296$9.1M6.6%ETFVery HighGermantown, MD2026-10-21
Oppenheimer & Co Inc
66,901$8.6M0.1%CoreLowNew York, NY2026-10-26
Rodgers & Associates, LTD
65,366$8.4M0.8%ETFVery LowLancaster, PA2026-10-20
Perigon Wealth Management, LLC
59,670$7.7M0.1%GrowthLowSan Francisco, CA2026-10-22
Curtis Advisory Group, LLC
58,917$7.6M1.4%ETFLowSanta Barbara, CA2026-10-28
ERn Financial, LLC
57,291$7.4M1.2%ETFVery LowMiddleton, WI2026-10-28
Aurelius Family Office LLC
56,903$7.3M2.9%ETFVery LowBedford, NH2026-10-23
Aprio Wealth Management, LLC
56,808$7.3M0.3%ETFMediumAtlanta, GA2026-10-28
Fifth Third Wealth Advisors LLC
55,476$7.2M0.2%IndexVery LowCincinnati, OH2026-10-22
Wedbush Securities Inc
54,914$7.1K0.0%CoreLowPasadena, CA2026-10-22
MGO One Seven LLC
54,812$7.1M0.1%GrowthLowBeachwood, OH2026-10-28
Venture Visionary Partners LLC
54,246$7.0M0.2%CoreLowSylvania, OH2026-10-07
GEM Asset Management, LLC
53,820$6.9M2.8%ETFLowPlymouth, MI2026-10-13
Frederick Financial Consultants, LLC
52,028$6.7M2.8%ETFVery LowFrederick, MD2026-10-29
Stegner Investment Associates Inc.
49,585$6.4M3.0%ETFVery LowLouisville, KY2026-10-15
CKW Financial Group
48,701$6.3K0.0%ETFVery LowHonolulu, HI2026-10-29
Facet Wealth, Inc.
47,912$6.2M0.1%IndexVery LowWest Palm Beach, FL2026-11-04
Principal Financial Group Inc
47,443$6.1M0.0%CoreLowDes Moines, IA2026-11-02
Grey Fox Wealth Advisors, LLC
46,739$6.0M0.9%ETFLowRockland, DE2026-11-03
XML Financial, LLC
46,296$6.0M0.4%ETFLowBethesda, MD2026-10-29
Philip James Wealth Mangement, LLC
45,691$5.9M0.7%YieldMediumMilton, GA2026-10-27
Blue Capital, Inc.
44,540$5.7M3.6%CoreHighOmaha, NE2026-10-13
Wealth Advisory Team LLC
43,652$5.6M4.6%ETFN/ABellevue, KY2026-11-05
Mezzasalma Advisors, LLC
42,760$4.2M0.9%GrowthLowTinton Falls, NJ2026-10-14
Davenport & Co LLC
42,724$5.5M0.0%CoreMediumRichmond, VA2026-10-14
Signaturefd, LLC
41,695$5.4M0.1%IndexLowAtlanta, GA2026-10-23
Crumly & Associates Inc.
41,414$5.3M0.9%ETFMediumSpringfield, IL2026-10-07
PFG Advisors
41,246$5.3M0.3%ETFMediumPhoenix, AZ2026-10-16
Fairman Group, LLC
40,800$5.3M3.8%ETFLowChesterbrook, PA2026-10-26
Gainline Financial Partners, LLC
40,581$5.2M4.6%ETFN/ALouisville, CO2026-10-15
Verus Capital Partners, LLC
40,566$5.2M0.3%GrowthLowScottsdale, AZ2026-11-03
IFP Advisors, Inc
40,486$5.2M0.1%GrowthLowTampa, FL2026-10-16
Auour Investments LLC
40,134$5.2M1.5%ETFLowWoburn, MA2026-10-28
Lebenthal Global Advisors, LLC
39,212$5.1M0.7%ETFMediumHauppauge, NY2026-10-28
Valley National Advisers Inc
38,849$5.0M0.6%ETFLowBethlehem, PA2026-10-23
TCV Trust & Wealth Management, Inc.
37,937$4.9M0.4%CoreVery LowRichmond, VA2026-10-16
Farther Finance Advisors, LLC
37,913$4.9M0.0%IndexLowSan Francisco, CA2026-10-08
Michels Family Financial, LLC
37,003$4.8M3.0%ETFLowFort Worth, TX2026-11-02
Indivisible Partners
36,964$4.8M0.2%GrowthMediumClearwater, FL2026-10-26
Certified Advisory Corp
36,389$4.7M0.4%ETFLowAltamonte Springs, FL2026-10-29
OpenArc Corporate Advisory, LLC
36,110$4.7M0.1%GrowthLowAtlanta, GA2026-10-21
Tennessee Valley Asset Management Partners
35,967$4.6M0.5%ETFLowKnoxville, TN2026-11-03
Roffman Miller Associates Inc
35,931$4.6M0.2%CoreVery LowPhiladelphia, PA2026-10-19
Redw Wealth LLC
35,759$4.6M1.7%ETFLowAlbuquerque, NM2026-11-02
One Day In July LLC
34,328$4.4M0.3%ETFVery LowBurlington, VT2026-10-30
Diversified Portfolios, Inc.
33,798$4.4M0.3%ETFLowBloomfield Hills, MI2026-11-04
RFG Advisory, LLC
33,314$4.3M0.1%ETFMediumBirmingham, AL2026-11-03
Focus Financial Network, Inc.
32,695$4.2M0.1%ETFLowMinneapolis, MN2026-10-14
Americana Partners, LLC
31,876$4.1M0.1%CoreMediumHouston, TX2026-10-28
First National Trust Co
31,848$4.1M0.1%GrowthLowJohnstown, PA2026-10-28
Wealthcare Advisory Partners LLC
31,826$4.1M0.1%ETFLowWest Chester, PA2026-10-21
Concurrent Investment Advisors, LLC
29,778$3.8M0.0%GrowthMediumTampa, FL2026-10-16
Kingswood Wealth Advisors, LLC
29,445$3.8M0.1%GrowthLowSan Diego, CA2026-10-23
Prospera Financial Services Inc
29,304$3.5M0.0%CoreMediumDallas, TX2026-11-04
Sapient Capital LLC
28,915$3.7M0.1%GrowthMediumIndianapolis, IN2026-10-08
Flagship Wealth Advisors, LLC
28,520$3.7M0.8%ETFLowWakefield, MA2026-11-03
Accurate Wealth Management, LLC
28,287$3.7M0.3%CoreMediumWesley Chapel, FL2026-10-20
Diversified Enterprises, LLC
28,008$3.6M0.2%ETFVery LowWilmington, DE2026-10-19
Atria Investments, Inc
26,271$3.4M0.0%CoreMediumCharlotte, NC2026-10-15
Princeton Global Asset Management LLC
26,221$3.4M0.5%GrowthLowPrinceton, NJ2026-10-21
Sunpointe, LLC
25,538$3.3M1.0%GrowthMediumSt. Louis, MO2026-10-22
Sage Mountain Advisors LLC
25,537$3.3M0.2%ETFLowAtlanta, GA2026-11-02
Chicago Partners Investment Group LLC
25,494$3.1M0.1%GARPLowChicago, IL2026-10-27
Matrix Asset Advisors Inc
25,043$3.2M0.3%ValueLowWhite Plains, NY2026-10-13
Schneider Downs Wealth Management Advisors, LP
24,821$3.2M0.3%ETFVery LowPittsburgh, PA2026-10-27
Sigma Planning Corp
24,745$3.2M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Steph & Co
24,360$3.1M0.8%ETFLowMarinette, WI2026-10-07
Diversify Advisory Services, LLC
23,122$3.0M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
23,122$3.0M0.0%GrowthMediumSandy, UT2026-10-20
Retirement Planning Group, LLC
23,029$3.0M0.1%ETFVery LowLeawood, KS2026-10-19
Prime Capital Investment Advisors, LLC
22,697$2.9M0.0%ETFLowOverland Park, KS2026-10-20
Badgley Phelps Wealth Managers, LLC
22,190$2.9M0.0%GrowthVery LowSeattle, WA2026-10-22
SwitchPoint Financial Planning, LLC
21,952$2.8M1.6%ETFVery LowLehi, UT2026-11-02
TD Waterhouse Canada Inc.
21,263$2.8M0.0%CoreLowToronto, Australia2026-10-16
Embree Financial Group
21,218$2.7M0.3%ETFLowChicago, IL2026-10-22
Glass Jacobson Investment Advisors llc
21,121$2.7M0.8%ETFLowOwings Mills, MD2026-10-26
Sound Financial Strategies Group, LLC
20,663$2.7M1.8%ETFMediumMadison, MS2026-10-30
Simon Quick Advisors, LLC
20,255$2.6M0.1%ETFLowMorristown, NJ2026-10-26
Avior Wealth Management, LLC
20,022$2.6M0.1%ETFMediumOmaha, NE2026-10-13
Solutions 4 Wealth, Ltd
19,950$2.6M3.1%ETFMediumSouthlake, TX2026-11-03
Elevation Capital Advisory, LLC
19,874$2.6M1.0%ETFVery HighBend, OR2026-10-29
First Horizon Corp
19,021$2.5M0.1%CoreLowMemphis, TN2026-10-26
Wedmont Private Capital
18,845$2.5M0.1%IndexVery LowWest Chester, PA2026-10-09
Blackston Financial Advisory Group, LLC
18,783$2.4M1.4%ETFLowThe Villages, FL2026-11-04
Tucker Asset Management LLC
18,619$2.4M0.6%ETFMediumLittleton, CO2026-10-29
Carnegie Investment Counsel
18,151$2.3M0.0%CoreLowPepper Pike, OH2026-10-20
Fulton Bank, N.A.
17,207$2.2M0.1%CoreLowLancaster, PA2026-10-14
Vise Technologies, Inc.
16,582$2.1M0.0%IndexLowNew York, NY2026-10-29
Andina Capital Management, LLC
16,474$2.1M3.1%ETFMediumLogan, UT2026-10-21
Private Trust Co NA
16,278$2.1M0.2%CoreLowCleveland, OH2026-10-20
Garde Capital, Inc.
16,176$2.1M0.1%ETFLowSeattle, WA2026-10-29
Nemes Rush Group LLC
15,723$2.0M0.2%CoreVery LowNovi, MI2026-11-04
Ulrich Consultants & Investment Group, LLC
15,662$2.0M2.0%ETFN/AAlbuquerque, NM2026-10-13
Next Level Private LLC
15,618$2.0M0.4%CoreVery LowHarrison, NY2026-10-20
Aquire Wealth Advisors, LLC
15,399$2.0M0.4%ETFVery LowSalt Lake City, UT2026-10-23
ETF Portfolio Partners, Inc.
15,251$2.0M0.5%ETFVery LowLeawood, KS2026-10-22
Valpey Financial Services, LLC
14,914$1.9M1.1%ETFVery LowConcord, NH2026-10-30
LBJ Family Wealth Advisors, Ltd.
14,730$1.9K1.0%ETFVery LowAustin, TX2026-10-01
Victory Financial Group, LLC
14,412$1.9M0.2%ETFLowAustin, TX2026-10-27
Trilogy Capital Inc.
14,073$1.8M0.1%ETFMediumIrvine, CA2026-10-20
Certuity, LLC
13,754$1.8M0.1%GARPLowNorth Palm Beach, FL2026-11-02
Investment Partners, Ltd.
13,705$1.8M0.3%ETFVery LowNew Philadelphia, OH2026-10-29
3Chopt Investment Partners, LLC
13,460$1.7M0.3%CoreLowRichmond, VA2026-10-30
Beacon Financial Planning, Inc
13,440$1.7M0.6%ETFVery LowHyannis, MA2026-11-04
Level Financial Advisors
13,231$1.7M0.4%ETFLowEast Amherst, NY2026-10-13
MidAtlantic Capital Management, Inc.
13,226$1.7M1.0%ETFVery LowRichmond, VA2026-11-05
Sonata Capital Group Inc
12,883$1.7M0.5%ETFVery LowSeattle, WA2026-10-19
Uptick Partners, LLC
12,875$1.7M0.2%ETFLowNacogdoches, TX2026-11-04
AdvisorNet Financial, Inc
12,729$1.6M0.1%ETFLowMinnetonka, MN2026-10-15
Allegiance Financial Group Advisory Services LLC
12,552$1.6M0.3%ETFLowVienna, VA2026-11-02
Fund Evaluation Group, LLC
12,388$1.6M0.0%ETFLowCincinnati, OH2026-11-05
MSH Capital Advisors LLC
12,258$1.6M0.2%CoreLowScottsdale, AZ2026-11-03
Balentine LLC
12,077$1.6M0.1%ETFLowAtlanta, GA2026-11-03
FSM Wealth Advisors, LLC
11,865$1.6M0.2%ETFLowCleveland, OH2026-10-27
Pacific Capital Wealth Advisors, Inc.
11,673$1.5M0.2%ETFLowCorona, CA2026-10-22
Bokf, NA
11,287$1.5M0.0%CoreLowTulsa, OK2026-10-27
Elevation Point Wealth Partners, LLC
11,223$1.5M0.0%CoreHighDenver, CO2026-11-05
Sovran Advisors, LLC
11,157$1.4M0.1%ETFMediumSan Diego, CA2026-11-02
Elevation Wealth Partners, LLC
10,882$1.4M0.4%ETFLowWalnut Creek, CA2026-10-07
RFG - Bristol Wealth Advisors, LLC
10,685$1.4M0.3%ETFLowTaunton, MA2026-10-09
Junk Investment Group, LLC
10,604$1.4M0.6%ETFVery LowHunt Valley, MD2026-10-19
Flagship Harbor Advisors, LLC
10,428$1.3M0.0%ETFMediumBoston, MA2026-10-26
Aspiriant, LLC
10,299$1.3M0.0%ETFVery LowLos Angeles, CA2026-10-16
Cerro Pacific Wealth Advisors LLC
10,174$1.3M0.3%GrowthLowSan Luis Obispo, CA2026-10-22
Brookstone Capital Management
9,802$1.3M0.0%ETFMediumWheaton, IL2026-10-22
Basso Capital Management, L.P.
9,786$1.3M0.3%ETFMediumStamford, CT2026-10-30
Advisor OS, LLC
9,754$1.3M0.1%ETFMediumChicago, IL2026-11-03
Davidson Trust Co
9,740$1.3M0.5%CoreLowSeattle, WA2026-10-09
Compass Ion Advisors, LLC
9,738$1.3M0.1%ETFVery LowConshohocken, PA2026-10-23
City Holding Co
9,701$1.3M0.1%CoreLowCharleston, WV2026-10-19
Choreo, LLC
9,498$1.2M0.0%IndexLowRockford, IL2026-10-28
Sagespring Wealth Partners, LLC
9,468$1.2M0.0%ETFLowFranklin, TN2026-10-22
MTM Investment Management, LLC
9,412$1.2M0.4%CoreVery LowSpartanburg, SC2026-10-30
Signature Estate & Investment Advisors LLC
9,290$1.2M0.0%ETFMediumLos Angeles, CA2026-10-13
B. Riley Wealth Advisors, Inc.
9,265$1.2M0.0%GrowthLowMemphis, TN2026-10-13
Fragasso Financial Advisors Inc
9,248$1.2M0.1%ETFLowSewickley, PA2026-10-13
Parallel Advisors, LLC
9,150$1.2M0.0%IndexLowSan Francisco, CA2026-11-03
Bison Wealth, LLC
9,101$1.2M0.1%GrowthMediumAtlanta, GA2026-10-13
VestGen Advisors, LLC
9,053$1.2M0.0%GrowthMediumChicago, IL2026-10-27
Axxcess Wealth Management, LLC
8,915$1.1M0.0%CoreLowCarlsbad, CA2026-10-21
Daymark Wealth Partners, LLC
8,736$1.1M0.0%CoreLowCincinnati, OH2026-11-04
Asset One Wealth Management LLC
8,670$1.1M0.1%GrowthLowBellevue, WA2026-11-02
American National Bank & Trust
8,590$1.1M0.1%CoreVery LowWichita Falls, TX2026-10-07
Rainier Family Wealth Inc
8,579$1.1M0.6%GrowthLowTacoma, WA2026-11-02
CoreCap Advisors, LLC
8,562$1.1M0.0%ETFMediumSouthfield, MI2026-10-08
Beaumont Financial Advisors, LLC
8,488$1.1M0.1%GrowthMediumNeedham, MA2026-10-22
Base Wealth Management LLC
8,335$1.1M0.5%ETFMediumLakewood Ranch, FL2026-10-21
Key Client Fiduciary Advisors, LLC
8,319$1.1M0.3%ValueMediumFairfield, NJ2026-10-19
Total Clarity Wealth Management, Inc.
8,214$1.1M0.2%ETFMediumSt. Charles, IL2026-10-26
Koshinski Asset Management, Inc.
8,159$1.1M0.1%ETFLowDecatur, IL2026-10-29
SBI Securities Co., Ltd.
8,150$1.1M0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Vicus Capital
8,068$1.0M0.1%ETFMediumState College, PA2026-11-05
Hazlett, Burt & Watson, Inc.
8,048$1.0K0.0%CoreVery LowWheeling, WV2026-11-04
Capital Planning LLC
8,012$1.0M0.3%ETFLowBellevue, WA2026-10-09
Braun-Bostich & Associates Inc.
7,867$1.0M0.6%ETFMediumCanonsburg, PA2026-10-20
Allspring Global Investments Holdings, LLC
7,744$1.0M0.0%CoreMediumCharlotte, NC2026-11-04
Lee, Kelleher & Klein Wealth Management
7,687$991.1K0.5%ETFVery LowEllicott City, MD2026-10-08
Flynn Zito Capital Management, LLC
7,672$989.2K0.3%ETFLowGarden City, NY2026-11-04
Bluesphere Advisors LLC
7,550$973.4K0.3%ETFLowEast Norriton, PA2026-10-19
Arista Wealth Management, LLC
7,519$969.5K0.1%ETFMediumLas Vegas, NV2026-10-29
Keeler Thomas Management LLC
7,473$963.4K0.4%CoreHighOrem, UT2026-10-29
Santori & Peters, Inc.
7,459$961.7K0.3%GrowthVery LowCanonsburg, PA2026-10-26
Essential Investment Partners LLC
7,430$958.0K0.6%GrowthLowEnglewood, CO2026-10-27
Capital Investment Advisors, LLC
7,393$953.2K0.0%CoreLowAtlanta, GA2026-10-22
Cordatus Wealth Management LLC
7,260$936.1K0.2%GrowthMediumNewtown, PA2026-10-19
Goelzer Investment Management, Inc.
7,143$920.9K0.0%GrowthLowCarmel, IN2026-10-16
Berman McAleer LLC
7,095$914.8K0.1%ETFVery LowTimonium, MD2026-10-16
Midwest Trust Co
7,092$914.4K0.0%CoreLowOverland Park, KS2026-10-22
McAdam, LLC
6,895$888.9K0.0%ETFLowPhiladelphia, PA2026-10-21
Sentinel Trust Co LBA
6,885$8880.0%ETFVery LowHouston, TX2026-11-03
Calamos Wealth Management LLC
6,813$878.4K0.0%GrowthMediumNaperville, IL2026-11-02
Advisory Resource Group
6,778$873.9K0.1%GARPMediumTulsa, OK2026-10-26
NovaPoint Capital, LLC
6,703$864.2K0.2%CoreLowAtlanta, GA2026-10-22
Kachkovsky & Fisher, Inc.
6,674$860.4K0.8%ETFN/ASan Diego, CA2026-10-21
Absolute Capital Management, LLC
6,670$860.0K0.2%ETFMediumPittsburgh, PA2026-10-16
Vontobel Holding Ltd.
6,659$858.5K0.0%CoreMediumZurich, Switzerland2026-10-16
Briggs Wealth Management, Inc
6,657$858.3K0.8%ETFLowGlastonbury, CT2026-10-26
Cherrydale Wealth Management, LLC
6,416$827.2K0.2%ETFVery LowMontclair, NJ2026-10-20
Verum Partners LLC
6,387$823.5K0.1%ETFLowCharlotte, NC2026-10-21
Arsenal Capital Advisors LLC
6,378$822.3K0.4%GrowthLowConshohocken, PA2026-11-02
Visionary Wealth Advisors
6,356$819.5K0.0%ETFLowO'Fallon, IL2026-11-04
HUB Investment Partners, LLC
6,342$817.7K0.0%GrowthLowAustin, TX2026-11-03
Financial Guidance Group, Inc.
6,250$805.8K0.3%ETFVery LowPalm Harbor, FL2026-10-21
XY Planning Network, Inc.
6,194$798.6K0.1%ETFLowBozeman, MT2026-10-14
Green Ridge Wealth Planning LLC
5,871$756.9K0.3%ETFMediumMontville, NJ2026-10-08
Global Wealth Management Investment Advisory, Inc.
5,846$753.7K0.1%CoreLowFort Lauderdale, FL2026-11-04
Wagner Wealth Management, Corp
5,681$732.5K0.6%ETFHighConyngham, PA2026-10-20
Grant Street Asset Management, Inc.
5,671$731.2K0.1%ETFVery LowCanonsburg, PA2026-10-26
Balboa Wealth Partners
5,619$724.4K0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
Fairway Wealth LLC
5,590$720.7K0.2%ETFLowIndependence, OH2026-10-30
Stone House Investment Management, LLC
5,387$694.5K0.1%ETFMediumTunkhannock, PA2026-10-23
Pinnacle Associates LTD
5,377$693.2K0.0%CoreLowNew York, NY2026-10-20
Carrera Capital Advisors
5,341$688.6K0.1%ETFMediumTroy, MI2026-11-03
Brandywine OAK Private Wealth LLC
5,340$688.5K0.1%ETFVery LowKennett Square, PA2026-10-23
Integrity Alliance, Llc.
5,295$682.7K0.0%ETFMediumUrbandale, IA2026-10-29
Ignite Planners, LLC
5,287$683.1K0.1%CoreLowSan Clemente, CA2026-10-14
Cornerstone Wealth Management, LLC
5,126$660.8K0.0%ETFVery LowSt. Peters, MO2026-11-04
Black Diamond Financial, LLC
5,000$644.7K0.1%ETFVery LowTowson, MD2026-10-26
Lewis Asset Management, LLC
4,955$638.9K0.2%GrowthLowLafayette, CA2026-10-14
Pinnacle Wealth Management Advisory Group, LLC
4,946$637.7K0.0%GrowthLowRed Bank, NJ2026-10-23
Trust Point Inc.
4,920$634.3K0.0%CoreMediumLa Crosse, WI2026-10-27
Cullinan Associates Inc
4,854$625.8K0.0%CoreLowLouisville, KY2026-11-03
Sima Wealth Partners, LLC
4,734$610.4K0.4%ETFVery LowRichmond, VA2026-10-19
Compass Wealth Management LLC
4,640$598.2K0.1%GARPLowGuilford, CT2026-10-22
FF Advisors,LLC
4,631$597.1K0.2%ETFLowManhattan Beach, CA2026-10-21
First American Bank
4,602$593.3K0.0%GrowthVery LowDundee, IL2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
4,577$590.1K0.0%GrowthVery LowSeattle, WA2026-10-27
Fortitude Advisory Group L.L.C.
4,552$587.0K0.2%GrowthMediumGig Harbor, WA2026-10-15
Titleist Asset Management, LLC
4,529$584.0K0.0%ETFLowSan Antonio, TX2026-10-08
Fermata Advisors, LLC
4,488$578.7K0.1%ETFLowSonoma, CA2026-10-13
Principle Wealth Partners LLC
4,488$578.6K0.0%CoreVery LowMadison, CT2026-11-02
SAX Wealth Advisors, LLC
4,402$567.6K0.0%ETFVery LowParsippany, NJ2026-10-13
ARK & TLK Investments, LLC
4,384$565.2K0.1%ETFLowOklahoma City, OK2026-10-20
Opus Capital Group, LLC
4,227$5450.0%ETFVery LowCincinnati, OH2026-10-30
CRA Financial Services, LLC
4,215$543.4K0.1%ETFVery LowNorthfield, NJ2026-10-16
Kohmann Bosshard Financial Services, LLC
4,209$542.6K0.0%ETFLowFairlawn, OH2026-11-04
Csenge Advisory Group
4,147$534.7K0.0%ETFMediumClearwater, FL2026-11-04
Wilmington Savings Fund Society, FSB
4,138$533.5K0.0%CoreLowWilmington, DE2026-10-23
Emerald Advisors, LLC
4,114$530.4K0.1%GrowthVery LowBellevue, WA2026-10-13
International Assets Investment Management, LLC
4,079$527.8K0.0%CoreVery HighOrlando, FL2026-11-02
Ashton Thomas Private Wealth, LLC
3,888$501.3K0.0%CoreMediumScottsdale, AZ2026-11-03
Precedent Wealth Partners, LLC
3,833$494.2K0.1%ETFMediumHouston, TX2026-10-21
Legacy Wealth Asset Management, LLC
3,819$492.4K0.1%GARPMediumWoodbury, MN2026-10-09
Citizens Financial Group Inc
3,790$488.6K0.0%GrowthLowProvidence, RI2026-10-23
Regent Peak Wealth Advisors LLC
3,773$486.5K0.1%GrowthLowAtlanta, GA2026-10-13
Laurel OAK Wealth Management, LLC
3,750$483.5K0.1%GrowthLowMarlton, NJ2026-10-19
Buck Wealth Strategies, LLC
3,749$483.3K0.0%ValueMediumDenver, CO2026-10-28
Signal Advisors Wealth, LLC
3,725$480.2K0.0%ETFLowDetroit, MI2026-10-13
Lanark Financial, Inc.
3,673$473.6K0.0%CoreMediumBirmingham, AL2026-10-26
Bond & Devick Financial Network, Inc.
3,656$471.4K0.1%ETFVery LowSt. Louis Park, MN2026-10-23
Cyndeo Wealth Partners, LLC
3,633$468.4K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Avidian Wealth Enterprises, LLC
3,633$468.4K0.0%ETFLowHouston, TX2026-10-08
Gilliland Jeter Wealth Management LLC
3,628$467.8K0.1%GrowthVery LowLittle Rock, AR2026-10-28
D'Orazio & Associates, Inc.
3,590$462.8K0.1%ETFLowVienna, VA2026-11-04
Blue Trust, Inc.
3,525$454.5K0.0%ETFLowBrentwood, TN2026-10-15
Visionary Horizons, LLC
3,496$450.7K0.2%ETFLowKnoxville, TN2026-10-22
Founders Financial Securities LLC
3,485$449.3K0.0%ETFMediumTowson, MD2026-10-28
United Community Bank
3,444$444.0K0.1%CoreLowGreenville, SC2026-10-28
Sepio Capital, LP
3,439$443.4K0.0%ETFLowSalt Lake City, UT2026-10-22
United Capital Management of KS, Inc.
3,410$439.7K0.1%GrowthMediumSalina, KS2026-11-04
Summit Wealth Group LLC / Co
3,409$439.5K0.0%ETFHighColorado Springs, CO2026-10-29
Park Capital Management, LLC / WI
3,400$438.4K0.2%GrowthHighMadison, WI2026-10-13
Kraft, Davis & Associates, LLC
3,391$429.4K0.1%ETFMediumSt. Louis, MO2026-10-21
My Personal CFO, LLC
3,381$435.9K0.2%ETFHighVancouver, WA2026-10-14
Inman Jager Wealth Management, LLC
3,378$435.5K0.2%ETFVery LowHattiesburg, MS2026-11-05
New England Private Wealth Advisors LLC
3,346$431.4K0.0%ETFVery LowWellesley, MA2026-10-19
Merkkuri Wealth Advisors LLC
3,305$426.1K0.3%ETFMediumHicksville, NY2026-11-03
TME Financial, Inc.
3,303$425.8K0.3%ETFMediumHuntington Beach, CA2026-10-14
StoneX Group Inc.
3,245$418.4K0.0%ETFMediumNew York, NY2026-11-03
White Lighthouse Investment Management Inc.
3,241$417.9K0.1%ETFVery LowBedford, MA2026-10-21
Fairvoy Private Wealth, LLC
3,224$415.7K0.1%GrowthMediumBirmingham, AL2026-10-19
Retireful, LLC
3,208$413.6K0.4%GrowthVery HighHaslett, MI2026-10-09
Kendall Capital Management
3,182$410.3K0.1%GARPLowRockville, MD2026-10-23
Tranquility Partners, LLC
3,171$408.8K0.1%CoreLowBrentwood, TN2026-10-20
SC&H Financial Advisors, Inc.
3,127$403.1K0.1%ETFVery LowHunt Valley, MD2026-10-14
Mitchell Sinkler & Starr
3,105$400.3K0.2%CoreVery LowPhiladelphia, PA2026-10-13
Park Edge Advisors, LLC
2,972$383.2K0.1%CoreMediumCleveland, OH2026-10-28
Deroy & Devereaux Private Investment Counsel Inc
2,950$3800.0%ValueMediumBloomfield Hills, MI2026-10-26
Equitable Trust Co
2,933$378.2K0.0%CoreLowNashville, TN2026-10-13
BLB&B Advisors, LLC
2,910$375.2K0.0%ETFLowMontgomeryville, PA2026-10-27
Grimes & Co Wealth Management, LLC
2,893$373.0K0.0%CoreLowWestborough, MA2026-10-29
Eagle Wealth Strategies LLC
2,864$369.3K0.1%ETFVery LowMullica Hill, NJ2026-10-20
Impact Capital Partners LLC
2,844$366.7K0.1%GrowthLowGreenwood Village, CO2026-10-22
Abound Wealth Management
2,769$357.0K0.1%ETFVery LowFranklin, TN2026-10-26
First City Capital Management, Inc.
2,744$353.8K0.2%CoreLowSavannah, GA2026-10-27
Asset Management One Co., Ltd.
2,697$347.7K0.0%IndexVery LowTokyo, Mexico2026-10-27
William Mack & Associates, Inc.
2,672$344.5K0.1%ETFLowTroy, MI2026-10-27
Archford Capital Strategies, LLC
2,667$343.8K0.0%GrowthMediumSwansea, IL2026-10-19
Signature Equity Partners, LLC
2,640$340.4K0.1%GrowthMediumColumbus, OH2026-10-29
SkyOak Wealth, LLC
2,498$322.1K0.1%ETFLowSouthfield, MI2026-10-28
Quadrant Private Wealth Management, LLC
2,490$321.0K0.0%GrowthLowCenter Valley, PA2026-11-04
Evanson Financial, LLC
2,462$317.4K0.0%ETFN/AMclean, VA2026-10-23
Courier Capital LLC
2,452$316.1K0.0%ETFLowBuffalo, NY2026-10-19
Directional Asset Management
2,437$314.2K0.3%CoreLowArlington Heights, IL2026-10-22
CWA Asset Management Group, LLC
2,432$313.6K0.0%CoreMediumNaples, FL2026-10-19
Woodard & Co Asset Management Group Inc
2,425$312.7K0.0%ETFMediumBermuda Run, NC2026-11-03
Client 1ST Advisory Group, LLC
2,409$310.6K0.1%ETFVery LowDunedin, FL2026-10-19
Loring Wolcott & Coolidge Fiduciary Advisors LLP
2,407$310.3K0.0%GrowthVery LowBoston, MA2026-10-23
James Reed Financial Services, Inc.
2,381$307.0K0.2%ETFVery LowCleveland, OH2026-10-26
Balefire, LLC
2,344$302.2K0.0%ETFMediumDallas, TX2026-10-09
Heritage Wealth Management, Inc.
2,340$301.7K0.1%CoreLowCincinnati, OH2026-10-28
SteelPeak Wealth, LLC
2,329$300.3K0.0%GrowthHighWoodland Hills, CA2026-10-16
Innovative Wealth Building LLC
2,322$299.4K0.2%ETFVery LowCalifornia, MD2026-10-14
Sicart Associates LLC
2,313$289.2K0.1%CoreLowNew York, NY2026-10-29
Motive Wealth Advisors
2,288$295.0K0.1%ETFVery LowBirmingham, MI2026-10-26
Brighton Jones LLC
2,250$290.1K0.0%CoreVery LowSeattle, WA2026-11-03
Lockerman Financial Group, Inc.
2,243$289.2K0.4%ETFMediumNewport Beach, CA2026-10-19
CWC Advisors, Llc.
2,235$288.2K0.1%GARPLowLake Oswego, OR2026-10-15
Amplius Wealth Advisors, LLC
2,221$286.3K0.0%ETFLowBlue Bell, PA2026-10-20
StoryOne LLC
2,205$284.3K0.1%ETFVery HighOverland Park, KS2026-10-13
StoryOne LLC
2,205$284.3K0.1%ETFVery HighOverland Park, KS2026-10-13
Krilogy Financial LLC
2,154$281.9K0.0%GrowthLowSt. Louis, MO2026-10-13
PDS Planning, Inc
2,144$276.4K0.0%IndexVery LowDublin, OH2026-11-03
Jacobs & Co
2,100$2700.0%GrowthLowSan Francisco, CA2026-10-09
Northbridge Financial Group, LLC
2,094$278.5K0.1%GrowthLowTampa, FL2026-11-05
Tannin Capital LLC
2,087$269.1K0.2%CoreMediumCharlotte, NC2026-11-05
Cape Investment Advisory, Inc.
2,080$268.1K0.1%ETFLowMcdonough, GA2026-10-13
Kroeger Financial Partners
2,069$266.8K0.3%ETFN/AGrass Valley, CA2026-10-19
NTV Asset Management LLC
2,024$261.0K0.0%GrowthLowCharleston, WV2026-10-23
Integrated Advisors Network LLC
2,015$259.8K0.0%GrowthMediumDallas, TX2026-10-20
Everett Harris & Co
2,000$257.9K0.0%CoreVery LowLos Angeles, CA2026-10-28
Kanawha Capital Management LLC
1,999$257.7K0.0%CoreVery LowRichmond, VA2026-10-19
Capital Investment Advisory Services, LLC
1,995$257.2K0.0%CoreMediumRaleigh, NC2026-10-30
PUREfi Wealth, LLC
1,986$256.1K0.1%GrowthMediumBoston, MA2026-10-19
Financial Planning Hawaii, Inc.
1,980$255.3K0.1%CoreVery LowHonolulu, HI2026-10-13
North Star Investment Management Corp.
1,976$254.7K0.0%CoreLowChicago, IL2026-10-27
Armstrong Advisory Group, Inc
1,972$254.2K0.0%ETFHighNeedham, MA2026-10-09
AlphaStar Capital Management, LLC
1,969$253.8K0.0%ETFMediumCornelius, NC2026-10-16
Inspirion Wealth Advisors, LLC
1,962$253.0K0.0%ETFMediumLibertyville, IL2026-10-09
Foundation Wealth Management, LLC
1,961$252.8K0.1%ETFLowClayton, MO2026-10-22
SeaCrest Wealth Management, LLC
1,951$251.5K0.0%GrowthLowPurchase, NY2026-10-21
Unique Wealth, LLC
1,940$250.1K0.0%ETFMediumTampa, FL2026-10-16
Horst & Graben Wealth Management LLC
1,939$250.0K0.0%ETFMediumPortland, OR2026-11-02
Acorn Financial Advisory Services Inc
1,936$249.6K0.0%ETFMediumReston, VA2026-11-02
Ascentis Wealth Management, LLC
1,926$248.3K0.0%Agg GrowthLowDallas, TX2026-11-03
Eastern Bank
1,915$246.9K0.0%GrowthMediumBoston, MA2026-10-05
Nottingham Advisors, Inc.
1,894$245.1K0.0%ETFLowAmherst, NY2026-10-29
Occidental Asset Management, LLC
1,865$240.5K0.0%GrowthLowBurlingame, CA2026-11-05
Gordian Advisors LLC
1,828$235.7K0.1%ETFVery LowTucson, AZ2026-10-30
Angeles Wealth Management, LLC
1,819$234.5K0.0%ETFLowSanta Monica, CA2026-10-26
HMS Capital Management, LLC
1,818$234.4K0.1%GrowthMediumNashville, TN2026-10-20
Abel Hall, LLC
1,816$234.1K0.0%CoreMediumBaton Rouge, LA2026-10-19
180 Wealth Advisors, LLC
1,810$233.4K0.0%CoreLowFederal Way, WA2026-11-03
Roxbury Financial LLC
1,810$233.4K0.2%CoreVery LowMount Arlington, NJ2026-10-01
Alterna Wealth Management, Inc
1,788$230.5K0.1%ETFMediumHouston, TX2026-10-27
Sather Financial Group Inc
1,784$230.0K0.0%CoreLowVictoria, TX2026-10-30
Kingsman Wealth Management, Inc.
1,781$229.7K0.1%MomentumMediumPensacola, FL2026-10-13
Trellis Wealth Advisors LLC
1,777$229.2K0.1%ETFVery LowSan Luis Obispo, CA2026-10-19
Clearwave Capital, LLC
1,764$227.5K0.1%GrowthLowUpland, CA2026-10-27
Aurora Private Wealth, Inc.
1,762$2270.0%ETFLowRockaway, NJ2026-10-20
Essex Bank
1,760$226.9K0.0%CoreLowEssex, CT2026-10-16
Simplicity Wealth,LLC
1,746$225.1K0.0%ETFLowSummit, NJ2026-10-23
Root Financial Partners, LLC
1,713$220.9K0.0%ETFMediumEncinitas, CA2026-10-21
Old North State Wealth Management, LLC
1,700$219.2K0.1%ValueMediumWilmington, NC2026-10-22
Premier Path Wealth Partners, LLC
1,694$218.4K0.0%GrowthMediumMadison, NJ2026-10-16
Quantum Financial Planning Services, Inc.
1,691$218.0K0.1%ETFVery LowSpokane, WA2026-10-14
Elevatus Welath Management
1,690$217.9K0.1%GrowthHighVictor, NY2026-10-19
Sylvest Advisors, LLC
1,683$217.0K0.1%ETFMediumDallas, TX2026-10-26
Trust Co of Vermont
1,680$216.6K0.0%CoreVery LowBrattleboro, VT2026-10-21
Murphy & Mullick Capital Management Corp
1,680$216.6K0.1%GrowthLowSmithtown, NY2026-11-02
Accredited Investors Inc.
1,676$216.1K0.0%ETFLowEdina, MN2026-11-03
Robertson Stephens Wealth Management, LLC
1,612$207.8K0.0%ETFMediumSan Francisco, CA2026-10-16
Romano Brothers and Company
1,610$207.6K0.0%CoreLowEvanston, IL2026-10-22
Pinion Investment Advisors, LLC
1,608$207.3K0.0%ETFLowWichita, KS2026-11-04
Tempo Wealth, LLC
1,599$206.2K0.0%Agg GrowthLowIndependence, OH2026-10-14
Schear Investment Advisers, LLC
1,599$206.2K0.0%Agg GrowthMediumCincinnati, OH2026-10-14
Williams Jones Wealth Management, Llc.
1,598$206.0K0.0%GrowthLowNew York, NY2026-11-05
Gen-Wealth Partners Inc
1,578$203.5K0.1%CoreLowZeeland, MI2026-11-04
Timonier Family Office, Ltd.
1,577$203.3K0.1%ETFVery LowWinston Salem, NC2026-11-03
Silvia Mccoll Wealth Management, LLC
1,575$203.1K0.1%CoreVery LowSan Diego, CA2026-10-07
Avalon Capital Management
1,560$201.1K0.0%GrowthMediumMenlo Park, CA2026-11-04
Cassaday & Co Wealth Management LLC
1,424$183.6K0.0%ETFVery LowMclean, VA2026-10-27
Trust Co
1,336$172.3K0.0%ETFVery LowManhattan, KS2026-10-09
AlphaCore Capital LLC
1,334$172.0K0.0%ETFLowLa Jolla, CA2026-11-04
Entrust Financial LLC
1,316$169.6K0.1%ETFLowWayne, PA2026-11-04
Pinnacle Bancorp, Inc.
1,300$167.6K0.0%CoreVery LowBeatrice, NE2026-10-21
GoalVest Advisory LLC
1,293$166.7K0.0%ETFMediumNew York, NY2026-10-02
Creative Capital Management Investments LLC
1,276$164.5K0.0%ETFLowSan Diego, CA2026-10-28
EverSource Wealth Advisors, LLC
1,241$160.0K0.0%CoreMediumBirmingham, AL2026-11-04
Private Wealth Management Group, LLC
1,197$154.3K0.0%ETFLowPrinceton, NJ2026-10-19
Tounjian Advisory Partners, LLC
1,196$154.2K0.1%GrowthHighFort Myers, FL2026-11-04
Wagner Wealth Management, LLC
1,156$149.0K0.0%ETFLowGreenville, SC2026-10-21
Arlington Trust Co LLC
1,140$147.0K0.0%ETFMediumBirmingham, AL2026-10-20
Evolution Wealth Management Inc.
1,016$131.0K0.1%ETFMediumFort Myers, FL2026-10-28
Triumph Capital Management
1,006$129.7K0.0%ETFMediumDenver, CO2026-10-14
Asset Dedication, LLC
987$127.2K0.0%ETFLowSan Francisco, CA2026-11-03
Archer Investment Corp
909$117.2K0.0%CoreMediumCarmel, IN2026-11-05
Maryland Capital Advisors Inc.
898$115.8K0.0%ETFVery LowChester, MD2026-10-15
Hoese & Co LLP
822$106.0K0.1%ETFLowGlencoe, MN2026-10-21
Phillips Financial Management, LLC
792$102.1K0.0%ETFVery LowFort Wayne, IN2026-10-19
Key FInancial Inc
791$102.0K0.0%ETFLowWest Chester, PA2026-11-02
Independence Bank of Kentucky
757$97.6K0.0%GrowthLowOwensboro, KY2026-10-26
Adirondack Trust Co
714$92.1K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Concord Wealth Partners
678$87.4K0.0%GrowthLowAbingdon, VA2026-11-02
Mather Group, Llc.
667$86.0K0.0%ETFMediumChicago, IL2026-10-14
Financial Perspectives, Inc
657$84.7K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Owl Creek Wealth Partners LLC
655$84.5K0.0%IndexLowGreenwood Village, CO2026-10-20
Sfam, LLC
648$83.5K0.1%ETFVery LowElmhurst, IL2026-11-03
Next Level Wealth Planning, LLC
630$81.2K0.0%ETFVery LowMeridian, ID2026-10-29
GGM Financial LLC
606$78.1K0.0%ETFMediumColumbus, OH2026-11-05
JFS Wealth Advisors, LLC
590$76.0K0.0%ETFVery LowHermitage, PA2026-11-03
Smallwood Wealth Investment Management, LLC
589$75.9K0.0%ETFVery LowRed Bank, NJ2026-10-30
Hager Investment Management Services, LLC
566$73.0K0.0%GrowthMediumNew London, NH2026-11-04
Tompkins Financial Corp
542$69.9K0.0%CoreLowIthaca, NY2026-10-05
Jnba Financial Advisors
539$69.5K0.0%ETFMediumBloomington, MN2026-11-03
Newton One Investments LLC
530$68.3K0.0%ETFVery LowNewark, DE2026-10-14
Indiana Trust & Investment Management Co
500$64.5K0.0%GrowthLowMishawaka, IN2026-10-22
City State Bank
500$64.5K0.0%GrowthVery LowNorwalk, IA2026-10-20
Avion Wealth
472$600.0%ETFLowThe Woodlands, TX2026-11-04
Golden State Wealth Management, LLC
437$56.5K0.0%ETFMediumSanta Ana, CA2026-11-02
Catherine Avery Investment Management LLC
435$56.1K0.0%CoreMediumLongboat Key, FL2026-10-14
Provenance Wealth Advisors, LLC
407$52.5K0.0%ETFLowFort Lauderdale, FL2026-10-30
Center for Financial Planning, Inc.
406$52.3K0.0%ETFLowSouthfied, MI2026-10-26
Biltmore Family Office, LLC
389$50.2K0.0%GrowthLowCharlotte, NC2026-11-03
Proathlete Wealth Management LLC
380$49.0K0.0%ETFVery LowBoca Raton, FL2026-10-15
Cranbrook Wealth Management, LLC
375$48.3K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
Spire Wealth Management
360$46.4K0.0%GrowthMediumMclean, VA2026-10-30
RMG Wealth Management LLC
352$43.5K0.0%ETFVery HighPlatteville, WI2026-10-26
West Paces Advisors Inc.
345$44.5K0.0%ETFLowAtlanta, GA2026-10-13
Farmers & Merchants Investments Inc
300$38.7K0.0%CoreVery LowLincoln, NE2026-10-22
Global Trust Asset Management, LLC
300$38.7K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Cullen T Bankers, Inc.
283$36.5K0.0%GrowthLowSan Antonio, TX2026-10-28
Dhjj Financial Advisors, Ltd.
271$34.9K0.0%ETFVery LowNaperville, IL2026-10-23
Advantage Trust Co
268$34.6K0.0%ETFVery LowSalina, KS2026-10-19
Midwest Capital Advisors, LLC
264$34.0K0.0%ETFHighGrand Rapids, MI2026-11-04
EPG Wealth Management LLC
259$33.4K0.0%GrowthLowAtlanta, GA2026-11-03
Cdkv Holdings LLC
248$32.0K0.0%ETFMediumDenver, CO2026-10-28
Westside Investment Management, Inc.
245$31.6K0.0%GrowthLowSanta Monica, CA2026-11-02
Mycio Wealth Partners, LLC
244$31.5K0.0%Deep ValueVery LowPhiladelphia, PA2026-11-04
Downshift Financial, LLC
217$28.0K0.0%ETFLowBoulder, CO2026-10-13
Nfsg Corp
213$27.5K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Yankcom Partnership
189$24.4K0.0%CoreVery LowYankton, SD2026-10-15
DecisionPoint Financial, LLC
181$23.4K0.0%ETFVery LowMesa, AZ2026-10-27
First Pacific Financial
180$23.1K0.0%ETFLowVancouver, WA2026-10-14
Central Pacific Bank - Trust Division
156$20.1K0.0%CoreMediumHonolulu, HI2026-10-06
Meriwether Wealth & Planning, LLC
155$20.0K0.0%ETFMediumMinden, LA2026-10-13
Capital Investment Counsel, Inc
152$19.6K0.0%GrowthVery LowRaleigh, NC2026-10-20
Eukles Asset Management
120$15.5K0.0%CoreLowCincinnati, OH2026-11-04
Harbor Investment Advisory, LLC
118$15.2K0.0%GrowthLowLutherville, MD2026-10-13
Comprehensive Financial Planning, Inc.
112$14.4K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Lodestone Wealth Management LLC
110$14.2K0.0%CoreLowSpokane, WA2026-10-14
Montgomery Financial Services LLC
103$13.3K0.0%ETFN/AOcean City, MD2026-11-03
Lloyd Advisory Services, Llc.
92$11.9K0.0%ETFVery HighSuwanee, GA2026-11-02
Bfsg, LLC
80$10.3K0.0%CoreLowIrvine, CA2026-10-30
Richards, Merrill & Peterson, Inc.
74$9.5K0.0%GrowthLowSpokane, WA2026-10-19
Carolina Wealth Advisors, LLC
72$9.3K0.0%YieldHighMyrtle Beach, SC2026-10-23
Halbert Hargrove Global Advisors, LLC
70$9.1K0.0%ETFLowLong Beach, CA2026-10-16
Toth Financial Advisory Corp
70$9.0K0.0%CoreLowLeesburg, VA2026-10-08
Financial Network Wealth Advisors LLC
70$9.0K0.0%ETFLowMurray, UT2026-10-28
MassMutual Private Wealth & Trust, FSB
67$8.6K0.0%CoreLowSpringfield, MA2026-10-05
Hilton Head Capital Partners, LLC
64$8.3K0.0%CoreMediumHilton Head Island, SC2026-10-23
Physician Wealth Advisors, Inc.
60$7.7K0.0%ETFMediumMidvale, UT2026-10-20
Pension & Wealth Management Advisors, Inc.
55$7.1K0.0%ETFLowWaltham, MA2026-10-16
Nova Financial LLC
54$6.9K0.0%N/AN/ATucson, AZ2026-11-04
Elevated Capital Advisors, LLC
44$5.7K0.0%ETFMediumSandy, UT2026-11-04
Ascentis Independent Advisors
43$6.2K0.0%ETFLowDallas, TX2026-11-03
GHP Investment Advisors, Inc.
41$5.3K0.0%CoreVery LowDenver, CO2026-10-15
Clark Wealth Partners
41$5.3K0.0%ETFVery LowO'Fallon, IL2026-10-19
Brown, Lisle Ings, Inc.
40$5.2K0.0%CoreVery LowProvidence, RI2026-10-16
GK Wealth Management LLC
38$4.9K0.0%GARPVery HighReno, NV2026-10-09
Silver Grove Financial Group, Inc.
35$4.5K0.0%CoreMediumOrchard Park, NY2026-11-05
Duncker Streett & Co Inc
34$4.4K0.0%GrowthLowSt. Louis, MO2026-10-27
Signature Resources Capital Management, LLC
32$4.1K0.0%ETFLowNewport Beach, CA2026-10-16
RHL Group, LLC
25$3.2K0.0%ETFVery HighHolly, MI2026-11-04
Oakworth Capital, Inc.
22$2.8K0.0%ETFLowBirmingham, AL2026-10-26
IMG Wealth Management, Inc.
20$2.6K0.0%ETFMediumJacksonville, FL2026-10-27
High Note Wealth, LLC
18$2.3K0.0%ETFVery LowDeephaven, MN2026-10-27
Cordgrass Capital Advisors, LLC
15$1.9K0.0%CoreLowRaleigh, NC2026-10-30
Harbor Asset Planning, Inc.
14$1.8K0.0%ETFVery LowBelmont, MA2026-10-23
Morton Brown Family Wealth, LLC
7$9030.0%ETFVery LowAllentown, PA2026-10-23
Register Financial Advisors LLC
3$3870.0%GARPLowAtlanta, GA2026-10-23
Prairie Wealth Advisors, Inc.
0$236.0K0.1%CoreVery LowOmaha, NE2026-10-29