IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Vanguard Intermediate-Term T (VGIT)

CUSIP: 92206C706 | NYSE | 2006 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Creative Planning22,732,515
0.7% of portfolio›$1.3B
Maseco LLP7,212,436
11.2% of portfolio›$408.7M
Blue Trust, Inc.6,591,189
3.9% of portfolio›$373.5M
Cliftonlarsonallen Wealth Advisors, LLC4,484,719
3.3% of portfolio›$254.1M
Foster Group, Inc.2,945,174
4.5% of portfolio›$166.9M
Acropolis Investment Management, LLC2,653,970
6.0% of portfolio›$150.4M
Bangor Savings Bank2,322,605
10.0% of portfolio›$131.6M
Tanglewood Wealth Management, Inc.2,281,247
10.7% of portfolio›$129.3M
Wealth Enhancement Advisory Services, LLC1,983,611
0.2% of portfolio›$112.6M
First Interstate Bank1,925,152
5.8% of portfolio›$109.1M
Kestra Investment Management, LLC1,910,203
2.1% of portfolio›$108.2M
Capital Investment Advisors, LLC1,907,832
1.4% of portfolio›$108.1M
Burney Co/1,637,048
2.5% of portfolio›$92.8M
Atria Investments, Inc1,599,401
0.9% of portfolio›$90.6M
Perigon Wealth Management, LLC1,597,051
1.4% of portfolio›$90.5M
Valeo Financial Advisors, LLC1,437,865
1.6% of portfolio›$76.9M
Badgley Phelps Wealth Managers, LLC1,436,960
1.4% of portfolio›$81.4M
Hanson & Doremus Investment Management1,326,479
0.0% of portfolio›$75.2K
Northwest Wealth Management, LLC1,253,391
9.1% of portfolio›$71.0M
Kestra Advisory Services, LLC1,252,507
0.2% of portfolio›$71.0M
Cambridge Investment Research Advisors, Inc.1,245,855
0.0% of portfolio›$70.6K
Cardinal Point Capital Management ULC1,239,418
3.9% of portfolio›$70.2M
Retirement Systems of Alabama1,235,760
0.2% of portfolio›$70.0M
Truist Financial Corp1,134,436
0.1% of portfolio›$64.3M
Brandywine OAK Private Wealth LLC1,039,099
4.5% of portfolio›$58.9M
Element Pointe Advisors, LLC986,067
7.9% of portfolio›$55.9M
Klaas Financial Asset Advisors, LLC972,947
6.9% of portfolio›$55.1M
Evermay Wealth Management LLC966,613
5.5% of portfolio›$54.8M
Opus Capital Group, LLC959,169
0.0% of portfolio›$54.3K
Citigroup Inc944,698
0.0% of portfolio›$53.5M
Oakworth Capital, Inc.880,457
2.3% of portfolio›$49.9M
Pathway Financial Advisors LLC849,151
5.3% of portfolio›$48.1M
Nova R Wealth, Inc.824,834
13.7% of portfolio›$46.7M
BlueSky Wealth Advisors, LLC815,525
5.3% of portfolio›$46.2M
Kathmere Capital Management, LLC775,311
2.1% of portfolio›$43.9M
Sage Mountain Advisors LLC773,006
2.6% of portfolio›$43.8M
Master's Wealth Management Inc.739,382
12.2% of portfolio›$41.9M
Albion Financial Group698,328
2.2% of portfolio›$39.6M
MilWealth Group LLC693,772
8.5% of portfolio›$39.3M
Assetmark, Inc628,924
0.1% of portfolio›$35.6M
Mirae Asset Global Investments Co., Ltd.625,492
0.1% of portfolio›$35.4M
Towneley Capital Management, Inc / de614,724
6.9% of portfolio›$34.8M
Evergreen Advisors, LLC614,685
7.5% of portfolio›$34.8M
Mather Group, Llc.607,017
0.3% of portfolio›$34.4M
New York Life Investment Management LLC594,968
0.2% of portfolio›$33.7M
3Edge Asset Management, LP594,223
1.4% of portfolio›$33.7M
Birchbrook, Inc.579,148
15.7% of portfolio›$32.8M
Old National Bancorp558,468
0.6% of portfolio›$31.6M
Secure Asset Management, LLC549,929
4.1% of portfolio›$31.2M
Vise Technologies, Inc.543,960
0.3% of portfolio›$30.8M
Globalt Investments LLC / GA541,354
1.1% of portfolio›$30.7M
Emprise Bank538,288
11.7% of portfolio›$30.5M
Kondo Wealth Advisors, Inc.517,579
9.8% of portfolio›$29.3M
Procyon Advisors, LLC506,269
1.2% of portfolio›$28.7M
Diversify Wealth Management, LLC502,526
0.4% of portfolio›$28.7M
Diversify Advisory Services, LLC502,526
0.4% of portfolio›$28.7M
Traphagen Investment Advisors LLC495,898
1.9% of portfolio›$28.1M
25 LLC493,913
7.6% of portfolio›$28.0M
AMI Investment Management Inc490,721
5.4% of portfolio›$27.8M
Arista Wealth Management, LLC486,267
2.9% of portfolio›$27.6M
RKL Wealth Management LLC482,963
2.2% of portfolio›$27.4M
Meredith Wealth Planning480,186
6.8% of portfolio›$27.2M
1834 Investment Advisors Co468,701
3.0% of portfolio›$26.6M
Private Wealth Management Group, LLC443,461
5.7% of portfolio›$25.1M
Cypress Financial Planning LLC441,394
6.7% of portfolio›$25.0M
Mascoma Wealth Management LLC440,588
4.5% of portfolio›$25.0M
Farther Finance Advisors, LLC426,823
0.2% of portfolio›$24.2M
WBH Advisory Inc402,855
1.5% of portfolio›$22.8M
Beacon Bank & Trust395,810
4.3% of portfolio›$22.4M
Dorval Corp395,439
6.4% of portfolio›$22.4M
Whelan Financial389,429
5.7% of portfolio›$22.1M
United Wealth Management, LLC375,329
5.6% of portfolio›$21.3M
Quattro Financial Advisors LLC372,244
4.4% of portfolio›$21.1M
Roth Financial Partners LLC368,053
6.2% of portfolio›$20.9M
Friday Financial355,593
4.0% of portfolio›$20.1M
Greenwood Gearhart LLC355,537
0.9% of portfolio›$20.1M
Family Wealth Partners, LLC355,300
6.1% of portfolio›$20.1M
Gleason Group, Inc.350,630
1.8% of portfolio›$19.9M
Financial Advisory Partners, LLC342,263
5.1% of portfolio›$19.4M
Wealthcare Advisory Partners LLC339,913
0.3% of portfolio›$19.3M
Net Worth Advisory Group338,109
4.8% of portfolio›$19.2M
Morling Financial Advisors, LLC337,356
5.1% of portfolio›$19.1M
Arbor Wealth Management Llc\az329,415
16.7% of portfolio›$18.7M
Hassell Wealth Management, LLC320,310
5.5% of portfolio›$18.1M
CFS Investment Advisory Services, LLC320,209
1.2% of portfolio›$18.1M
Apella Capital, LLC316,744
0.2% of portfolio›$17.9M
Souders Financial Advisors316,139
1.7% of portfolio›$17.9M
R. W. Roge & Company, Inc.314,828
0.0% of portfolio›$17.8K
Kings Path Partners LLC310,160
4.6% of portfolio›$17.6M
Capital Investment Services of America, Inc.295,153
1.5% of portfolio›$16.7M
Squire Investment Management Company, LLC289,173
3.8% of portfolio›$16.4M
Commonwealth Equity Services, LLC284,888
0.0% of portfolio›$16.1M
Montag A & Associates Inc283,922
0.7% of portfolio›$16.1M
Midland Wealth Advisors, LLC278,219
0.7% of portfolio›$15.8M
ALM First Financial Advisors, LLC275,349
2.5% of portfolio›$15.6M
Peirce Capital Management, LLC272,308
5.7% of portfolio›$15.4M
Wealth Analytics Partners, LLC271,098
5.4% of portfolio›$15.4M
Salomon & Ludwin, LLC270,741
1.3% of portfolio›$15.3M
Park Avenue Securities LLC268,067
0.0% of portfolio›$15.2K
Security Financial Services, Inc.267,649
2.0% of portfolio›$15.2M
Beverly Hills Private Wealth, LLC266,906
2.6% of portfolio›$15.1M
Exchange Traded Concepts, LLC266,133
0.1% of portfolio›$15.1M
EverSource Wealth Advisors, LLC265,550
0.5% of portfolio›$15.0M
Baldwin Wealth Partners LLC259,961
1.0% of portfolio›$14.7M
Apollon Wealth Management, LLC243,334
0.2% of portfolio›$13.8M
Elevate Wealth Advisory, Inc241,587
7.0% of portfolio›$13.7M
MassMutual Private Wealth & Trust, FSB237,706
0.4% of portfolio›$13.5M
Five Pine Wealth Management234,960
7.5% of portfolio›$13.3M
Aerodigm Wealth, LLC231,497
4.5% of portfolio›$13.1M
Aspirean Wealth, LLC230,621
12.0% of portfolio›$13.1M
Websterrogers Financial Advisors, LLC225,458
3.4% of portfolio›$12.8M
Marion Wealth Management213,538
2.4% of portfolio›$12.1M
Mitsubishi UFJ Asset Management Co., Ltd.208,950
0.0% of portfolio›$11.8M
Prism Planning Partners LLC195,889
10.5% of portfolio›$11.1M
Power Wealth Management LLC195,196
3.7% of portfolio›$11.1M
Hughes Financial Services, LLC189,878
1.4% of portfolio›$10.9M
Hurley Capital, LLC186,401
5.1% of portfolio›$10.6M
Founders Grove Wealth Partners, LLC185,225
2.1% of portfolio›$10.5M
HMV Wealth Advisors, LLC183,920
4.0% of portfolio›$10.4M
CogentBlue Wealth Advisors, LLC182,264
9.6% of portfolio›$10.3M
SimpliFi, Inc.182,187
4.2% of portfolio›$10.3M
Providence First Trust Co178,027
3.3% of portfolio›$10.1M
Brickley Wealth Management177,295
1.4% of portfolio›$10.0M
SAX Wealth Advisors, LLC176,236
0.3% of portfolio›$10.0M
Shotwell Rutter Baer Inc171,599
5.4% of portfolio›$9.7M
Middleton & Co Inc166,554
1.0% of portfolio›$9.4M
Marietta Wealth Management, LLC163,675
1.0% of portfolio›$9.3M
Cantor Fitzgerald Investment Advisors L.P.160,250
0.5% of portfolio›$9.1M
AdvisorNet Financial, Inc158,996
0.4% of portfolio›$9.0M
Pacific Capital Wealth Advisors, Inc.156,788
1.3% of portfolio›$8.9M
Sellwood Investment Partners LLC153,136
3.1% of portfolio›$8.7M
Archford Capital Strategies, LLC148,547
0.8% of portfolio›$8.4M
Cravens & Co Advisors, LLC147,911
5.7% of portfolio›$8.4M
Braun-Bostich & Associates Inc.144,191
4.7% of portfolio›$8.2M
Summitas Investment Management LLC141,385
6.0% of portfolio›$8.0M
Creative Financial Designs Inc140,989
0.4% of portfolio›$8.0M
Advisory Solutions Group, LLC140,085
1.7% of portfolio›$7.9M
First Affirmative Financial Network138,925
1.7% of portfolio›$7.9M
Belleair Asset Management, LLC136,809
6.5% of portfolio›$7.8M
BluePrint Investing LLC134,738
6.0% of portfolio›$7.6M
Kaydan Wealth Management, Inc.130,185
2.5% of portfolio›$7.4M
Integrated Advisors Network LLC128,413
0.3% of portfolio›$7.3M
DWM Financial Group, Inc.126,570
5.6% of portfolio›$7.2M
Market Street Wealth Management Advisors LLC122,761
1.0% of portfolio›$7.0M
Capstone Wealth Management, LLC122,303
3.2% of portfolio›$6.9M
Professional Financial Management, Inc.120,476
6.9% of portfolio›$6.8M
Ackerman Capital Advisors, LLC118,889
1.3% of portfolio›$6.7M
Fermata Advisors, LLC117,926
1.3% of portfolio›$6.7M
Brucke Financial, Inc.117,638
2.8% of portfolio›$6.7M
Bryn Mawr Trust Advisors, LLC117,143
0.3% of portfolio›$6.6M
Kaufman Rossin Wealth, LLC112,623
2.6% of portfolio›$6.4M
JDH Wealth Management, LLC111,461
3.8% of portfolio›$6.3M
Verum Partners LLC110,839
1.0% of portfolio›$6.3M
Altiora Financial Group, LLC108,412
1.0% of portfolio›$6.1M
Plan A Wealth LLC106,389
2.2% of portfolio›$6.0M
Peoples Bank103,900
2.7% of portfolio›$5.9M
Dynamic Wealth Strategies, LLC103,457
3.1% of portfolio›$5.9M
Hennion & Walsh Asset Management, Inc.103,148
0.2% of portfolio›$5.8M
Hickory Point Bank & Trust102,861
3.5% of portfolio›$5.8M
Axos Invest Inc.101,600
4.3% of portfolio›$5.8M
Downshift Financial, LLC101,531
2.5% of portfolio›$5.8M
Peak Financial Advisors LLC99,439
2.4% of portfolio›$5.6M
CWC Advisors, Llc.99,055
2.6% of portfolio›$5.6M
Entrust Financial LLC97,833
2.7% of portfolio›$5.5M
Regions Financial Corp95,950
0.0% of portfolio›$5.4M
Omni 360 Wealth, Inc.94,771
2.4% of portfolio›$5.4M
Americana Partners, LLC93,421
0.1% of portfolio›$5.3M
Alhambra Investment Management LLC90,750
2.2% of portfolio›$5.1M
Rockwood Wealth Management, LLC90,685
0.3% of portfolio›$5.1M
Montecito Bank & Trust90,549
0.8% of portfolio›$5.1M
Vertex Investment Solutions Co., Ltd.88,300
3.7% of portfolio›$5.0M
Resonant Capital Advisors, LLC87,960
0.2% of portfolio›$5.0M
D.A. Davidson & Co.87,452
0.0% of portfolio›$5.0M
Davenport & Co LLC86,192
0.0% of portfolio›$4.9M
rebel Financial LLC86,181
2.0% of portfolio›$4.9M
Kestra Private Wealth Services, LLC83,930
0.1% of portfolio›$4.8M
Buska Wealth Management, LLC82,948
1.6% of portfolio›$4.7M
Global Wealth Management Investment Advisory, Inc.81,277
0.6% of portfolio›$4.6M
DSG Capital Advisors, LLC80,150
0.6% of portfolio›$4.5M
LifePlan Financial, LLC79,946
3.2% of portfolio›$4.5M
Balance Wealth Partners LLC78,993
1.1% of portfolio›$4.5M
Constellation Investments, Inc.77,854
0.2% of portfolio›$4.4M
Lauterbach Financial Advisors, LLC77,153
1.9% of portfolio›$4.4M
Aureum Wealth Management, LLC76,773
2.7% of portfolio›$4.3M
TD Private Client Wealth LLC75,874
0.1% of portfolio›$4.3M
Foster Victor Wealth Advisors, LLC74,120
0.2% of portfolio›$4.2M
Hara Capital LLC74,042
2.0% of portfolio›$4.2M
SigFig Wealth Management, LLC73,869
0.1% of portfolio›$4.2M
Greenspring Advisors, LLC73,228
0.2% of portfolio›$4.1M
Auour Investments LLC72,353
1.2% of portfolio›$4.1M
Towne Trust Company, N.a72,241
1.2% of portfolio›$4.1M
Genesis Private Wealth, LLC71,356
1.1% of portfolio›$4.0M
Wedbush Securities Inc71,299
0.0% of portfolio›$4.0K
National Wealth Management Group, LLC71,282
1.2% of portfolio›$4.0M
First Pacific Financial70,306
0.4% of portfolio›$4.0M
Burkett Financial Services, LLC70,272
1.2% of portfolio›$4.0M
Meitav Investment House LTD69,042
0.0% of portfolio›$3.9M
Northwestern University68,502
6.0% of portfolio›$3.9M
Simplicity Wealth,LLC68,394
0.1% of portfolio›$3.9M
BIP Wealth, LLC68,386
0.1% of portfolio›$3.9M
Impact Investors, Inc67,308
6.3% of portfolio›$3.8M
Baker Tilly Wealth Management, LLC67,156
0.7% of portfolio›$3.8M
Oasis Advisors, LLC66,087
1.6% of portfolio›$3.7M
Cornerstone Wealth Advisors, Inc.64,767
0.8% of portfolio›$3.7M
Wedmont Private Capital63,422
0.1% of portfolio›$3.6M
Nilsine Partners, LLC63,184
0.2% of portfolio›$3.6M
Human Investing LLC61,876
0.4% of portfolio›$3.5M
Ifrah Financial Services, Inc.61,797
0.9% of portfolio›$3.5M
Tandem Investment Partners LLC60,336
2.6% of portfolio›$3.4M
Dodds Wealth, LLC60,159
0.8% of portfolio›$3.4M
Baker Boyer National Bank59,349
0.9% of portfolio›$3.4M
Mechanics Financial Corp59,276
1.2% of portfolio›$3.4M
Pinnacle Bancorp, Inc.58,067
0.9% of portfolio›$3.3M
Parsons Capital Management Inc56,732
0.1% of portfolio›$3.2M
Buck Wealth Strategies, LLC55,545
0.3% of portfolio›$3.1M
Cogent Strategic Wealth LLC55,436
3.0% of portfolio›$3.1M
D.B. Root & Company, LLC55,306
0.7% of portfolio›$3.1M
iA Global Asset Management Inc.54,408
0.0% of portfolio›$3.1K
Sowell Financial Services LLC54,260
0.1% of portfolio›$3.1M
Bull Street Advisors, LLC54,176
0.0% of portfolio›$3.1K
ATX Financial Planning, LLC53,812
1.9% of portfolio›$3.0M
Brookstone Capital Management53,244
0.0% of portfolio›$3.0M
Hunter Associates Investment Management LLC52,969
0.0% of portfolio›$3.0K
Stone Wealth Partners52,634
1.0% of portfolio›$3.0M
Prospera Financial Services Inc51,622
0.0% of portfolio›$3.0M
Transcendent Capital Group LLC51,499
1.2% of portfolio›$2.9M
RFG Advisory, LLC50,807
0.0% of portfolio›$2.9M
James Investment Research, Inc.50,601
0.3% of portfolio›$2.9M
Pinnacle Associates LTD49,718
0.0% of portfolio›$2.8M
Shayne & Jacobs, LLC49,480
0.8% of portfolio›$2.8M
StrongBox Wealth, LLC49,182
0.7% of portfolio›$2.8M
Pinnacle Wealth Management Advisory Group, LLC48,373
0.2% of portfolio›$2.7M
Robertson Stephens Wealth Management, LLC48,160
0.1% of portfolio›$2.7M
Midwest Trust Co47,408
0.0% of portfolio›$2.7M
Whitcomb & Hess, Inc.45,354
0.6% of portfolio›$2.6M
SkyOak Wealth, LLC45,014
0.4% of portfolio›$2.6M
Evansbrook LLC43,778
1.4% of portfolio›$2.5M
Nolet Wealth Management, LLC42,968
1.3% of portfolio›$2.4M
Stash Investments, LLC42,867
0.7% of portfolio›$2.4M
Ashton Thomas Private Wealth, LLC41,568
0.0% of portfolio›$2.4M
Kassira Wealth Management LLC41,171
1.8% of portfolio›$2.3M
Redw Wealth LLC40,992
0.8% of portfolio›$2.3M
Oath Planning, LLC40,141
1.5% of portfolio›$2.3M
LJI Wealth Management, LLC40,062
0.3% of portfolio›$2.3M
Axxcess Wealth Management, LLC39,999
0.1% of portfolio›$2.3M
United Community Bank39,683
0.7% of portfolio›$2.2M
Clarity Capital Advisors, LLC39,607
0.9% of portfolio›$2.2M
Essex Bank39,573
0.4% of portfolio›$2.2M
Iron Financial LLC39,520
0.9% of portfolio›$2.2M
Glass Jacobson Investment Advisors llc39,384
0.7% of portfolio›$2.2M
Elevation Point Wealth Partners, LLC39,331
0.0% of portfolio›$2.2M
Thrive Capital Management, LLC37,504
0.4% of portfolio›$2.1M
Financial & Tax Architects, LLC36,826
0.4% of portfolio›$2.1M
Alps Advisors Inc36,650
0.0% of portfolio›$2.1M
Brindle & Bay Financial Advisors, LLC36,597
0.8% of portfolio›$2.1M
Stirlingshire Investments, Inc.35,458
1.4% of portfolio›$2.0M
Prime Capital Investment Advisors, LLC35,162
0.0% of portfolio›$2.0M
Floyd Financial Group LLC34,894
1.2% of portfolio›$2.0M
Centurion Wealth Management LLC34,554
0.5% of portfolio›$2.0M
Wilmington Savings Fund Society, FSB34,395
0.0% of portfolio›$1.9M
Stonehearth Capital Management, LLC33,971
0.7% of portfolio›$1.9M
MGO One Seven LLC33,891
0.0% of portfolio›$1.9M
Smart Wealth LLC33,819
0.4% of portfolio›$1.9M
Walkner Condon Financial Advisors LLC33,301
0.2% of portfolio›$1.9M
Artesa Financial Group, LLC33,218
1.5% of portfolio›$1.9M
CWS Financial Advisors, LLC32,567
0.4% of portfolio›$1.8M
Independent Financial Group, LLC32,464
0.0% of portfolio›$1.8M
Walker Financial Services, Inc.32,188
0.5% of portfolio›$1.8M
Powers Advisory Group, LLC31,208
0.5% of portfolio›$1.8M
Fagan Associates, Inc.30,639
0.2% of portfolio›$1.7M
Cherry Tree Wealth Management, LLC30,435
0.3% of portfolio›$1.7M
Ares Financial Consulting, LLC29,980
1.2% of portfolio›$1.7M
Verity Asset Management, Inc.29,751
0.7% of portfolio›$1.7M
Graetz Wealth LLC28,654
1.3% of portfolio›$1.6M
Pines Wealth Management, LLC28,220
0.5% of portfolio›$1.6M
Surience Private Wealth LLC28,152
1.5% of portfolio›$1.6M
Gibraltar Capital Management, Inc.27,783
0.2% of portfolio›$1.6M
Stableford Capital II LLC27,767
0.5% of portfolio›$1.6M
RHS Financial, LLC27,743
0.5% of portfolio›$1.6M
Compass Ion Advisors, LLC27,601
0.1% of portfolio›$1.6M
Key Capital Management, Inc26,478
0.5% of portfolio›$1.5M
Legacy Wealth Asset Management, LLC26,285
0.3% of portfolio›$1.5M
Prudent Investor Advisors, LLC26,098
1.2% of portfolio›$1.5M
Discipline Wealth Solutions, LLC25,941
0.1% of portfolio›$1.5M
Concord Wealth Partners25,555
0.2% of portfolio›$1.4M
Cornerstone Wealth Management, LLC25,501
0.1% of portfolio›$1.4M
Csenge Advisory Group25,166
0.1% of portfolio›$1.4M
Signal Advisors Wealth, LLC24,728
0.1% of portfolio›$1.4M
Voisard Asset Management Group, Inc.24,541
0.3% of portfolio›$1.4M
Tenon Financial LLC24,205
0.4% of portfolio›$1.4M
Lynx Investment Advisory24,154
0.5% of portfolio›$1.4M
Pioneer Wealth Management Group23,818
0.3% of portfolio›$1.3M
TMB Capital Partners, LLC23,726
0.4% of portfolio›$1.3M
LFA - Lugano Financial Advisors SA23,324
0.8% of portfolio›$1.3M
Verus Financial Partners, Inc.23,310
0.1% of portfolio›$1.3M
E&G Advisors, LLC22,699
0.2% of portfolio›$1.3M
Asset One Wealth Management LLC22,561
0.1% of portfolio›$1.3M
Anderson Hoagland & Co22,342
0.1% of portfolio›$1.3M
Capital Squared Financial LLC21,909
0.8% of portfolio›$1.2M
Balefire, LLC21,819
0.2% of portfolio›$1.2M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors21,101
0.1% of portfolio›$1.2M
Capital Investment Advisory Services, LLC21,070
0.1% of portfolio›$1.2M
TrueWealth Advisors, LLC21,027
0.3% of portfolio›$1.2M
Western Reserve Capital Management, LLC19,916
0.8% of portfolio›$1.1M
Entrewealth, LLC19,405
0.4% of portfolio›$1.1M
IFP Advisors, Inc18,916
0.0% of portfolio›$1.1M
PFG Advisors18,901
0.1% of portfolio›$1.1M
Partners Wealth Management, LLC18,597
0.1% of portfolio›$1.1M
Chicago Partners Investment Group LLC18,442
0.0% of portfolio›$1.1M
Peak Wealth Management LLC18,232
0.7% of portfolio›$1.0M
Blossom Wealth Management18,097
1.4% of portfolio›$1.0M
Third View Private Wealth, LLC18,003
0.1% of portfolio›$1.0M
Uptick Partners, LLC17,493
0.1% of portfolio›$991.2K
Schulz Wealth, Ltd.17,176
0.5% of portfolio›$973.2K
LifeWealth Investments, LLC16,965
0.3% of portfolio›$961.2K
Fiduciary Financial Group, LLC16,862
0.1% of portfolio›$955.4K
Blume Capital Management, Inc.16,695
0.1% of portfolio›$945.9K
Koshinski Asset Management, Inc.16,304
0.0% of portfolio›$923.8K
SWS Partners16,027
0.2% of portfolio›$908.1K
Lanark Financial, Inc.15,676
0.1% of portfolio›$888.2K
Concurrent Investment Advisors, LLC15,674
0.0% of portfolio›$888.1K
ZWJ Investment Counsel Inc15,171
0.0% of portfolio›$859.6K
Patten Group, Inc.15,119
0.1% of portfolio›$856.6K
Atala Financial Inc14,736
0.5% of portfolio›$834.9K
Noble Family Wealth, LLC14,672
0.1% of portfolio›$831.3K
Forza Wealth Management, LLC14,412
0.2% of portfolio›$816.6K
Wingate Wealth Advisors, Inc.14,262
0.3% of portfolio›$808.1K
Beacon Hill Wealth Management Ltd.14,225
0.5% of portfolio›$806.0K
MLG Wealth Management DBA Pine Grove Financial Group14,183
0.1% of portfolio›$803.6K
Avior Wealth Management, LLC14,079
0.0% of portfolio›$797.7K
Pictet North America Advisors SA14,040
0.1% of portfolio›$795.5K
Granite Islands Private Wealth, LLC14,017
0.5% of portfolio›$794.2K
Crumly & Associates Inc.14,000
0.1% of portfolio›$793.2K
Daymark Wealth Partners, LLC13,905
0.0% of portfolio›$787.9K
Patriot Investment Management Group, Inc.13,767
0.0% of portfolio›$780.0K
Reap Financial Group, LLC13,717
0.1% of portfolio›$777.2K
FCG Investment Co13,433
0.3% of portfolio›$761.1K
Sapient Capital LLC13,351
0.0% of portfolio›$756.5K
Onyx Bridge Wealth Group LLC13,223
0.1% of portfolio›$749.2K
Carlton Hofferkamp & Jenks Wealth Management, LLC13,063
0.2% of portfolio›$745.0K
Ramiah Investment Group12,952
0.6% of portfolio›$733.9K
W.H. Cornerstone Investments Inc.12,351
0.4% of portfolio›$699.8K
LeConte Wealth Management, LLC12,332
0.4% of portfolio›$698.8K
Hegarty Advisors, LLC12,253
0.4% of portfolio›$694.3K
Venture Visionary Partners LLC12,029
0.0% of portfolio›$681.6K
Facet Wealth, Inc.11,811
0.0% of portfolio›$669.2K
OpenArc Corporate Advisory, LLC11,557
0.0% of portfolio›$654.8K
Steinberganna Wealth Management11,553
0.3% of portfolio›$654.6K
Keybank National Association11,477
0.0% of portfolio›$650.3K
Y.D. More Investments Ltd11,246
0.0% of portfolio›$637.2K
Carter Financial Group, Inc.11,243
0.3% of portfolio›$637.0K
First Heartland Consultants, Inc.10,958
0.0% of portfolio›$620.9K
Flagstone Financial Management10,817
0.1% of portfolio›$612.9K
FC Advisory LLC10,567
0.2% of portfolio›$598.7K
Lauer Wealth, LLC10,260
0.4% of portfolio›$582.2K
Crestwood Advisors Group, LLC10,238
0.0% of portfolio›$580.1K
Evergreen Capital Management LLC10,095
0.0% of portfolio›$572.0K
Bfsg, LLC10,035
0.0% of portfolio›$568.6K
Arena Capital Advisors, LLC- CA10,000
0.3% of portfolio›$566.6K
RFG Holdings, Inc.9,963
0.1% of portfolio›$564.6K
RCS Financial Planning, LLC9,930
0.3% of portfolio›$562.6K
Lido Advisors, LLC9,807
0.0% of portfolio›$555.7K
Keeler Thomas Management LLC9,781
0.2% of portfolio›$554.2K
Midwest Financial Partners Investments, Inc.9,712
0.2% of portfolio›$550.3K
Nixon Peabody Trust Co9,623
0.0% of portfolio›$545.2K
Madrid Wealth Management, LLC9,463
0.3% of portfolio›$536.2K
Mission Wealth Management, LP9,277
0.0% of portfolio›$525.6K
Clear Point Advisors Inc.9,263
0.4% of portfolio›$524.9K
Aspiriant, LLC9,204
0.0% of portfolio›$521.5K
B.O.S.S. Retirement Advisors, LLC9,151
0.1% of portfolio›$518.5K
SBI Securities Co., Ltd.9,083
0.0% of portfolio›$514.6K
Wells Financial Advisors Inc9,040
4.8% of portfolio›$512.2K
IVC Wealth Advisors LLC9,019
0.2% of portfolio›$511.0K
Outlook Wealth Advisors, LLC8,974
0.1% of portfolio›$508.5K
Portland Financial Advisors Inc8,950
0.9% of portfolio›$507.1K
Rinkey Investments8,868
0.1% of portfolio›$502.5K
Ullmann Wealth Partners Group, LLC8,763
0.0% of portfolio›$496.5K
L.K. Benson & Company, P.C.8,698
0.1% of portfolio›$492.9K
Tennessee Valley Asset Management Partners8,631
0.1% of portfolio›$489.0K
Allstreet Capital Advisors LLC8,621
0.3% of portfolio›$488.5K
Fifth Third Securities, Inc.8,555
0.0% of portfolio›$484.7K
Mcdonald Partners LLC8,506
0.1% of portfolio›$482.0K
Fonville Wealth Management LLC8,473
0.1% of portfolio›$480.1K
Trust Co8,467
0.0% of portfolio›$479.7K
Arkansas Financial Group, Inc.8,429
0.1% of portfolio›$477.6K
Bdfs Capital LLC8,420
0.2% of portfolio›$477.1K
XY Planning Network, Inc.8,313
0.1% of portfolio›$471.0K
Stephens Group Asset Management, LLC8,305
0.0% of portfolio›$470.6K
Ignite Planners, LLC8,262
0.1% of portfolio›$468.1K
Modera Wealth Management, LLC8,098
0.0% of portfolio›$458.8K
Certified Advisory Corp8,073
0.0% of portfolio›$457.4K
Cullen T Bankers, Inc.7,882
0.0% of portfolio›$446.6K
Gerber Kawasaki Wealth & Investment Management7,795
0.0% of portfolio›$441.7K
Breakwater Investment Management7,794
0.1% of portfolio›$441.6K
Versant Capital Management, Inc7,751
0.0% of portfolio›$439.2K
Oppenheimer & Co Inc7,668
0.0% of portfolio›$434.5K
CoreCap Advisors, LLC7,646
0.0% of portfolio›$433.2K
Bauman Advisory Group, LLC7,626
0.2% of portfolio›$432.1K
Harbor Capital Advisors, Inc.7,603
0.0% of portfolio›$431
Inlight Wealth Management, LLC7,578
0.1% of portfolio›$429.4K
Matauro, LLC7,559
0.1% of portfolio›$428.3K
True North Advisors, LLC7,550
0.0% of portfolio›$427.8K
Gibbs Wealth Management7,453
0.0% of portfolio›$422.3K
Indivisible Partners7,448
0.0% of portfolio›$422.0K
BAM Wealth Management, LLC7,355
0.2% of portfolio›$416.7K
Manchester Capital Management LLC7,350
0.1% of portfolio›$416.5K
Conrad Siegel Investment Advisors, Inc.7,344
0.1% of portfolio›$416.1K
Princeton Global Asset Management LLC7,301
0.1% of portfolio›$413.7K
Armstrong Advisory Group, Inc7,189
0.0% of portfolio›$407.3K
Summit Global Investments7,099
0.0% of portfolio›$402
Quartz Partners, LLC7,063
0.1% of portfolio›$400.2K
Brighton Jones LLC6,972
0.0% of portfolio›$395.1K
Aries Wealth Management6,956
0.1% of portfolio›$394.1K
McAdam, LLC6,779
0.0% of portfolio›$384.1K
Quest 10 Wealth Builders, Inc.6,739
0.3% of portfolio›$381.8K
Caldwell Trust Co6,698
0.0% of portfolio›$379.5K
Novem Group6,619
0.0% of portfolio›$375.0K
Fortress Financial Solutions, LLC6,590
0.3% of portfolio›$373.4K
Ledyard National Bank6,539
0.0% of portfolio›$370.5K
Claro Advisors Inc.6,474
0.0% of portfolio›$366.8K
Dynamic Advisor Solutions LLC6,311
0.0% of portfolio›$357.6K
Glenview Trust Co6,306
0.0% of portfolio›$357.3K
Greenleaf Trust6,178
0.0% of portfolio›$350.0K
Successful Portfolios LLC6,051
0.2% of portfolio›$342.0K
Core Wealth Partners LLC6,022
0.1% of portfolio›$341.2K
Morton Capital Management LLC5,970
0.0% of portfolio›$338.3K
Portside Wealth Group, LLC5,929
0.0% of portfolio›$335.9K
Cassilly Financial Group LLC5,926
0.2% of portfolio›$335.8K
Ballast Rock Private Wealth LLC5,884
0.2% of portfolio›$333.4K
Elevation Capital Advisory, LLC5,654
0.1% of portfolio›$320.4K
Huntleigh Advisors, Inc.5,567
0.0% of portfolio›$315.4K
Focus Financial Network, Inc.5,549
0.0% of portfolio›$314.4K
Kingdom Financial Group Llc.5,508
0.1% of portfolio›$312.1K
Clear Creek Financial Management, LLC5,443
0.0% of portfolio›$308.4K
SmartHarvest Portfolios, LLC5,428
0.1% of portfolio›$307.5K
Sachem Hill LLC5,397
0.1% of portfolio›$305.8K
Petersen Hastings Wealth Advisors Inc.5,347
0.0% of portfolio›$303.0K
Centennial Advisors, LLC5,316
0.4% of portfolio›$301.2K
Arlington Financial Advisors, LLC5,278
0.0% of portfolio›$299.1K
Iowa State Bank5,271
0.1% of portfolio›$298.7K
BAR Harbor Wealth Management5,255
0.0% of portfolio›$297.7K
Joel Adams & Associates, Inc.5,230
0.2% of portfolio›$296.3K
Bailard, Inc.5,210
0.0% of portfolio›$295.2K
Winter & Associates, Inc.5,196
0.2% of portfolio›$296.3K
JFS Wealth Advisors, LLC5,157
0.0% of portfolio›$292.2K
Evanson Financial, LLC5,147
0.0% of portfolio›$291.6K
InTrack Investment Management Inc5,134
0.1% of portfolio›$290.9K
Ballast, Inc.5,104
0.1% of portfolio›$289.2K
McKinley Carter Wealth Services, Inc.5,083
0.0% of portfolio›$288.0K
Barnes Dennig Private Wealth Management LLC5,035
0.2% of portfolio›$285.3K
Sigma Planning Corp5,033
0.0% of portfolio›$285.3K
Reicon Wealth Advisors, LLC5,000
0.2% of portfolio›$283.3K
Hippocratic Financial Advisors, LLC4,974
0.1% of portfolio›$281.8K
Forvis Mazars Wealth Advisors, LLC4,813
0.0% of portfolio›$272.7K
Connecticut Wealth Management, LLC4,752
0.0% of portfolio›$269.2K
Howard Wealth Management, LLC4,699
0.1% of portfolio›$266.3K
SeaCrest Wealth Management, LLC4,688
0.0% of portfolio›$265.6K
Financial Council, LLC4,675
0.1% of portfolio›$264.9K
Founders Financial Securities LLC4,673
0.0% of portfolio›$264.8K
Phillips Financial Management, LLC4,668
0.0% of portfolio›$264.5K
Choreo, LLC4,610
0.0% of portfolio›$261.2K
Tempus Wealth Planning, LLC4,563
0.0% of portfolio›$258.5K
Professional Financial Advisors, LLC4,547
0.0% of portfolio›$257.6K
ETF Store, Inc.4,472
0.2% of portfolio›$253.4K
CWA Asset Management Group, LLC4,430
0.0% of portfolio›$251.0K
SwitchPoint Financial Planning, LLC4,406
0.1% of portfolio›$249.7K
Parallel Advisors, LLC4,397
0.0% of portfolio›$249.1K
CX Institutional4,381
0.0% of portfolio›$248
Sovran Advisors, LLC4,378
0.0% of portfolio›$251.7K
Connecticut Capital Management Group, LLC4,373
0.2% of portfolio›$247.8K
Avidian Wealth Enterprises, LLC4,343
0.0% of portfolio›$246.1K
Principle Wealth Partners LLC4,323
0.0% of portfolio›$245.0K
Fairscale Capital, LLC4,310
0.1% of portfolio›$248.9K
Kohmann Bosshard Financial Services, LLC4,310
0.0% of portfolio›$244.2K
Meyer Handelman Co4,296
0.0% of portfolio›$243.4K
Lincoln Capital Corp4,267
0.1% of portfolio›$241.8K
Aviance Capital Partners, LLC4,231
0.0% of portfolio›$239.7K
BLB&B Advisors, LLC4,211
0.0% of portfolio›$238.6K
HB Wealth Management, LLC4,169
0.0% of portfolio›$236.2K
Waller Financial Planning Group, Inc4,087
0.0% of portfolio›$231.6K
Calamos Wealth Management LLC4,080
0.0% of portfolio›$231.2K
Private Trust Co NA4,060
0.0% of portfolio›$230.0K
River Street Advisors LLC4,059
0.1% of portfolio›$230.0K
Patriot Financial Group Insurance Agency, LLC4,039
0.0% of portfolio›$228.9K
Lloyd Advisory Services, Llc.4,034
0.1% of portfolio›$228.6K
Washington Trust Bank4,022
0.0% of portfolio›$227.9K
Oak Grove Capital LLC4,000
0.0% of portfolio›$226.6K
Victory Financial Group, LLC3,944
0.0% of portfolio›$223.5K
LFG Wealth Partners, LLC3,939
0.1% of portfolio›$223.2K
Bison Wealth, LLC3,934
0.0% of portfolio›$223.1K
Bluesphere Advisors LLC3,905
0.1% of portfolio›$221.3K
Woodmont Investment Counsel LLC3,870
0.0% of portfolio›$219.3K
Visionary Wealth Advisors3,760
0.0% of portfolio›$213.0K
IFG Advisors, LLC3,692
0.0% of portfolio›$209.2K
HMS Capital Management, LLC3,667
0.1% of portfolio›$207.8K
Busey Bank3,639
0.0% of portfolio›$206.2K
Valley Forge Investment Consultants Inc ADV3,576
0.1% of portfolio›$202.6K
Kingswood Wealth Advisors, LLC3,538
0.0% of portfolio›$200.5K
GenWealth Group, Inc.3,530
0.0% of portfolio›$200.0K
Raleigh Capital Management Inc.3,328
0.1% of portfolio›$188.6K
Latitude Advisors, LLC3,267
0.1% of portfolio›$185.1K
Citizens National Bank Trust Department3,200
0.0% of portfolio›$181.3K
Friedenthal Financial3,191
0.1% of portfolio›$180.8K
S.A. Mason LLC2,915
0.0% of portfolio›$165.2K
Physician Wealth Advisors, Inc.2,817
0.0% of portfolio›$159.6K
Larson Financial Group LLC2,687
0.0% of portfolio›$152.2K
Loring Wolcott & Coolidge Fiduciary Advisors LLP2,676
0.0% of portfolio›$151.6K
Avion Wealth2,512
0.0% of portfolio›$142
Chapman Financial Group, LLC2,471
0.1% of portfolio›$140.0K
Eastern Bank1,930
0.0% of portfolio›$109.4K
Cape Investment Advisory, Inc.1,812
0.0% of portfolio›$102.7K
Ascentis Independent Advisors1,759
0.0% of portfolio›$99.7K
Abound Wealth Management1,756
0.0% of portfolio›$99.5K
Realta Investment Advisors1,746
0.0% of portfolio›$98.9K
Trust Co of Vermont1,733
0.0% of portfolio›$98.2K
Register Financial Advisors LLC1,500
0.0% of portfolio›$85.0K
Security National Bank1,500
0.0% of portfolio›$85.0K
Paladin Partners, LLC1,470
0.1% of portfolio›$83.3K
Essential Partners LLC1,369
0.0% of portfolio›$77.6K
Independence Bank of Kentucky1,129
0.0% of portfolio›$64.0K
Golden State Wealth Management, LLC1,048
0.0% of portfolio›$59.4K
Heritage Family Offices, LLP1,002
0.0% of portfolio›$56.8K
Montgomery Financial Services LLC956
0.0% of portfolio›$54.2K
Silver Grove Financial Group, Inc.938
0.0% of portfolio›$53.2K
Parkside Financial Bank & Trust847
0.0% of portfolio›$48.0K
Thompson Investment Management, Inc.844
0.0% of portfolio›$47.8K
Ashurst Perkins Coie Trust Co813
0.0% of portfolio›$46.1K
Vestor Capital, LLC802
0.0% of portfolio›$137
Edgemoor Investment Advisors, Inc.794
0.0% of portfolio›$45.0K
Rosenberg Matthew Hamilton715
0.0% of portfolio›$40.5K
Capital Advisors, Ltd. LLC712
0.0% of portfolio›$40
True Wealth Design, LLC705
0.0% of portfolio›$39.9K
DT Investment Partners, LLC611
0.0% of portfolio›$34.6K
Morton Brown Family Wealth, LLC594
0.0% of portfolio›$33.7K
Asset Dedication, LLC593
0.0% of portfolio›$33.6K
Signaturefd, LLC555
0.0% of portfolio›$31.4K
GK Wealth Management LLC555
0.0% of portfolio›$31.4K
AlphaCore Capital LLC539
0.0% of portfolio›$30.5K
Rossby Financial, LCC534
0.0% of portfolio›$30.3K
Simplex Trading, LLC528
0.0% of portfolio›$29.9K
Mainstream Capital Management LLC510
0.0% of portfolio›$28.9K
Gilpin Wealth Management, LLC500
0.0% of portfolio›$28.3K
Fairway Wealth LLC458
0.0% of portfolio›$26.0K
Trust Co of Toledo NA441
0.0% of portfolio›$25.0K
Richards, Merrill & Peterson, Inc.432
0.0% of portfolio›$24.5K
Gamma Investing LLC429
0.0% of portfolio›$24.3K
Wagner Wealth Management, LLC410
0.0% of portfolio›$23.2K
First Bancorp, Inc385
0.0% of portfolio›$21.8K
Networth Advisors, LLC378
0.0% of portfolio›$21.4K
Nemes Rush Group LLC337
0.0% of portfolio›$19.1K
Hazlett, Burt & Watson, Inc.332
0.0% of portfolio›$19
Nova Financial LLC331
0.0% of portfolio›$18.8K
Lodestone Wealth Management LLC328
0.0% of portfolio›$18.6K
Tounjian Advisory Partners, LLC317
0.0% of portfolio›$18.0K
Markowski Investments303
0.0% of portfolio›$17.2K
Plante Moran Financial Advisors, LLC295
0.0% of portfolio›$16.7K
Root Financial Partners, LLC261
0.0% of portfolio›$14.8K
POM Investment Strategies, LLC257
0.0% of portfolio›$14.6K
Elevated Capital Advisors, LLC245
0.0% of portfolio›$13.9K
Hilton Head Capital Partners, LLC245
0.0% of portfolio›$13.9K
Toth Financial Advisory Corp238
0.0% of portfolio›$13.5K
Strengthening Families & Communities, LLC232
0.0% of portfolio›$13.1K
Yankcom Partnership230
0.0% of portfolio›$13.0K
Daiwa Securities Group Inc.196
0.0% of portfolio›$11.1K
Evolution Wealth Management Inc.190
0.0% of portfolio›$10.8K
High Note Wealth, LLC184
0.0% of portfolio›$10.4K
Ascentis Wealth Management, LLC178
0.0% of portfolio›$10.1K
Transce3nd, LLC176
0.0% of portfolio›$10.0K
Investors Research Corp163
0.0% of portfolio›$9.2K
Barrett & Company, Inc.147
0.0% of portfolio›$8.3K
MB, Levis & Associates, LLC140
0.0% of portfolio›$8.0K
Compass Financial Management LLC133
0.0% of portfolio›$7.5K
Biltmore Family Office, LLC130
0.0% of portfolio›$7.4K
Reyes Financial Architecture, Inc.127
0.0% of portfolio›$7.2K
Axiom Investment Management LLC114
0.0% of portfolio›$6.5K
Quaker Wealth Management, LLC110
0.0% of portfolio›$6.2K
Nfsg Corp100
0.0% of portfolio›$5.7K
Wolff Wiese Magana LLC99
0.0% of portfolio›$5.6K
Polaris Financial Partners91
0.0% of portfolio›$5
Olistico Wealth, LLC69
0.0% of portfolio›$3.9K
Spire Wealth Management66
0.0% of portfolio›$3.7K
City State Bank58
0.0% of portfolio›$3.3K
Rachor Investment Advisory Services, LLC56
0.0% of portfolio›$3.2K
Triumph Capital Management55
0.0% of portfolio›$3.1K
Ashton Thomas Securities, LLC44
0.0% of portfolio›$2.5K
Cassaday & Co Wealth Management LLC34
0.0% of portfolio›$1.9K
IMG Wealth Management, Inc.14
0.0% of portfolio›$793
Hoese & Co LLP8
0.0% of portfolio›$453
Aspect Partners, LLC5
0.0% of portfolio›$283
Rakuten Securities, Inc.1
0.0% of portfolio›$57
StyleTurnoverLocationFiled
Creative Planning
22,732,515$1.3B0.7%IndexVery LowOverland Park, KS2026-11-02
Maseco LLP
7,212,436$408.7M11.2%ETFVery LowLondon, United Kingdom2026-10-27
Blue Trust, Inc.
6,591,189$373.5M3.9%ETFLowBrentwood, TN2026-10-15
Cliftonlarsonallen Wealth Advisors, LLC
4,484,719$254.1M3.3%ETFLowMinneapolis, MN2026-10-14
Foster Group, Inc.
2,945,174$166.9M4.5%ETFVery LowUrbandale, IA2026-10-13
Acropolis Investment Management, LLC
2,653,970$150.4M6.0%ETFLowSt. Louis, MO2026-10-08
Bangor Savings Bank
2,322,605$131.6M10.0%ETFLowBangor, ME2026-10-06
Tanglewood Wealth Management, Inc.
2,281,247$129.3M10.7%ETFMediumHouston, TX2026-10-23
Wealth Enhancement Advisory Services, LLC
1,983,611$112.6M0.2%CoreLowPlymouth, MN2026-10-13
First Interstate Bank
1,925,152$109.1M5.8%ETFLowBillings, MT2026-10-23
Kestra Investment Management, LLC
1,910,203$108.2M2.1%ETFMediumAustin, TX2026-11-04
Capital Investment Advisors, LLC
1,907,832$108.1M1.4%CoreLowAtlanta, GA2026-10-22
Burney Co/
1,637,048$92.8M2.5%GARPMediumReston, VA2026-10-15
Atria Investments, Inc
1,599,401$90.6M0.9%CoreMediumCharlotte, NC2026-10-15
Perigon Wealth Management, LLC
1,597,051$90.5M1.4%GrowthLowSan Francisco, CA2026-10-22
Valeo Financial Advisors, LLC
1,437,865$76.9M1.6%ETFLowCarmel, IN2026-10-08
Badgley Phelps Wealth Managers, LLC
1,436,960$81.4M1.4%GrowthVery LowSeattle, WA2026-10-22
Hanson & Doremus Investment Management
1,326,479$75.2K0.0%CoreVery LowBurlington, VT2026-10-16
Northwest Wealth Management, LLC
1,253,391$71.0M9.1%ETFLowSpencer, IA2026-10-30
Kestra Advisory Services, LLC
1,252,507$71.0M0.2%CoreLowAustin, TX2026-11-02
Cambridge Investment Research Advisors, Inc.
1,245,855$70.6K0.0%ETFLowFairfield, IA2026-11-02
Cardinal Point Capital Management ULC
1,239,418$70.2M3.9%ValueLowToronto, Australia2026-10-21
Retirement Systems of Alabama
1,235,760$70.0M0.2%IndexLowMontgomery, AL2026-11-04
Truist Financial Corp
1,134,436$64.3M0.1%CoreLowCharlotte, NC2026-10-30
Brandywine OAK Private Wealth LLC
1,039,099$58.9M4.5%ETFVery LowKennett Square, PA2026-10-23
Element Pointe Advisors, LLC
986,067$55.9M7.9%ETFLowMiami, FL2026-10-21
Klaas Financial Asset Advisors, LLC
972,947$55.1M6.9%ETFVery LowLoves Park, IL2026-10-19
Evermay Wealth Management LLC
966,613$54.8M5.5%ETFLowArlington, VA2026-11-05
Opus Capital Group, LLC
959,169$54.3K0.0%ETFVery LowCincinnati, OH2026-10-30
Citigroup Inc
944,698$53.5M0.0%CoreMediumNew York, NY2026-11-04
Oakworth Capital, Inc.
880,457$49.9M2.3%ETFLowBirmingham, AL2026-10-26
Pathway Financial Advisors LLC
849,151$48.1M5.3%ETFLowSouth Burlington, VT2026-10-07
Nova R Wealth, Inc.
824,834$46.7M13.7%ETFLowOverland Park, KS2026-10-26
BlueSky Wealth Advisors, LLC
815,525$46.2M5.3%ETFMediumNew Bern, NC2026-10-29
Kathmere Capital Management, LLC
775,311$43.9M2.1%ETFLowWayne, PA2026-10-20
Sage Mountain Advisors LLC
773,006$43.8M2.6%ETFLowAtlanta, GA2026-11-02
Master's Wealth Management Inc.
739,382$41.9M12.2%ETFMediumLancaster, PA2026-10-22
Albion Financial Group
698,328$39.6M2.2%GrowthLowSalt Lake City, UT2026-10-21
MilWealth Group LLC
693,772$39.3M8.5%ETFVery LowMilwaukee, WI2026-11-02
Assetmark, Inc
628,924$35.6M0.1%ETFLowConcord, CA2026-10-21
Mirae Asset Global Investments Co., Ltd.
625,492$35.4M0.1%GrowthLowSeoul, Malaysia2026-11-03
Towneley Capital Management, Inc / de
614,724$34.8M6.9%ETFVery LowLaguna Hills, CA2026-10-09
Evergreen Advisors, LLC
614,685$34.8M7.5%ETFVery LowChattanooga, TN2026-10-28
Mather Group, Llc.
607,017$34.4M0.3%ETFMediumChicago, IL2026-10-14
New York Life Investment Management LLC
594,968$33.7M0.2%GrowthLowNew York, NY2026-11-04
3Edge Asset Management, LP
594,223$33.7M1.4%ETFMediumNaples, FL2026-10-30
Birchbrook, Inc.
579,148$32.8M15.7%ETFLowBangor, ME2026-10-14
Old National Bancorp
558,468$31.6M0.6%CoreLowEvansville, IN2026-10-20
Secure Asset Management, LLC
549,929$31.2M4.1%GrowthMediumTroy, MI2026-10-19
Vise Technologies, Inc.
543,960$30.8M0.3%IndexLowNew York, NY2026-10-29
Globalt Investments LLC / GA
541,354$30.7M1.1%ETFLowAtlanta, GA2026-10-27
Emprise Bank
538,288$30.5M11.7%ETFVery LowWichita, KS2026-10-07
Kondo Wealth Advisors, Inc.
517,579$29.3M9.8%ETFVery LowPasadena, CA2026-10-19
Procyon Advisors, LLC
506,269$28.7M1.2%CoreVery LowShelton, CT2026-10-21
Diversify Wealth Management, LLC
502,526$28.7M0.4%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
502,526$28.7M0.4%GrowthLowSandy, UT2026-10-20
Traphagen Investment Advisors LLC
495,898$28.1M1.9%ETFLowOradell, NJ2026-10-14
25 LLC
493,913$28.0M7.6%ETFLowSt. Louis, MO2026-10-13
AMI Investment Management Inc
490,721$27.8M5.4%ETFLowKendallville, IN2026-10-27
Arista Wealth Management, LLC
486,267$27.6M2.9%ETFMediumLas Vegas, NV2026-10-29
RKL Wealth Management LLC
482,963$27.4M2.2%ETFVery LowLancaster, PA2026-10-16
Meredith Wealth Planning
480,186$27.2M6.8%ETFLowMaryville, IL2026-10-14
1834 Investment Advisors Co
468,701$26.6M3.0%ValueLowMilwaukee, WI2026-10-16
Private Wealth Management Group, LLC
443,461$25.1M5.7%ETFLowPrinceton, NJ2026-10-19
Cypress Financial Planning LLC
441,394$25.0M6.7%ETFLowHaddon Heights, NJ2026-10-09
Mascoma Wealth Management LLC
440,588$25.0M4.5%ETFVery LowHanover, NH2026-10-23
Farther Finance Advisors, LLC
426,823$24.2M0.2%IndexLowSan Francisco, CA2026-10-08
WBH Advisory Inc
402,855$22.8M1.5%ETFLowBaltimore, MD2026-11-05
Beacon Bank & Trust
395,810$22.4M4.3%CoreMediumBoston, MA2026-10-27
Dorval Corp
395,439$22.4M6.4%ETFLowMaple Grove, MN2026-10-29
Whelan Financial
389,429$22.1M5.7%ETFLowFresno, CA2026-10-28
United Wealth Management, LLC
375,329$21.3M5.6%ETFVery LowCharlottesville, VA2026-10-30
Quattro Financial Advisors LLC
372,244$21.1M4.4%ETFMediumMontgomery, TX2026-10-15
Roth Financial Partners LLC
368,053$20.9M6.2%ETFVery LowKingwood, TX2026-10-06
Friday Financial
355,593$20.1M4.0%ETFVery LowDubuque, IA2026-10-09
Greenwood Gearhart LLC
355,537$20.1M0.9%ETFLowFayetteville, AR2026-11-02
Family Wealth Partners, LLC
355,300$20.1M6.1%ETFLowMatthews, NC2026-10-20
Gleason Group, Inc.
350,630$19.9M1.8%ETFVery LowProspect, KY2026-10-15
Financial Advisory Partners, LLC
342,263$19.4M5.1%ETFVery LowWinter Park, FL2026-10-23
Wealthcare Advisory Partners LLC
339,913$19.3M0.3%ETFLowWest Chester, PA2026-10-21
Net Worth Advisory Group
338,109$19.2M4.8%GARPMediumSandy, UT2026-10-20
Morling Financial Advisors, LLC
337,356$19.1M5.1%ETFLowFremont, CA2026-10-28
Arbor Wealth Management Llc\az
329,415$18.7M16.7%ETFVery LowTempe, AZ2026-10-20
Hassell Wealth Management, LLC
320,310$18.1M5.5%ETFLowHouma, LA2026-10-19
CFS Investment Advisory Services, LLC
320,209$18.1M1.2%ETFMediumTotowa, NJ2026-10-19
Apella Capital, LLC
316,744$17.9M0.2%ETFVery LowWest Hartford, CT2026-10-08
Souders Financial Advisors
316,139$17.9M1.7%ETFLowCincinnati, OH2026-11-03
R. W. Roge & Company, Inc.
314,828$17.8K0.0%ETFVery LowBohemia, NY2026-11-04
Kings Path Partners LLC
310,160$17.6M4.6%ETFVery LowSugar Land, TX2026-10-21
Capital Investment Services of America, Inc.
295,153$16.7M1.5%GrowthLowMilwaukee, WI2026-11-02
Squire Investment Management Company, LLC
289,173$16.4M3.8%ETFVery LowOrem, UT2026-11-03
Commonwealth Equity Services, LLC
284,888$16.1M0.0%ETFLowWaltham, MA2026-11-02
Montag A & Associates Inc
283,922$16.1M0.7%CoreLowAtlanta, GA2026-10-29
Midland Wealth Advisors, LLC
278,219$15.8M0.7%ETFLowEffingham, IL2026-10-26
ALM First Financial Advisors, LLC
275,349$15.6M2.5%ETFVery LowDallas, TX2026-10-13
Peirce Capital Management, LLC
272,308$15.4M5.7%ETFLowThe Woodlands, TX2026-10-19
Wealth Analytics Partners, LLC
271,098$15.4M5.4%ETFVery LowSan Diego, CA2026-10-19
Salomon & Ludwin, LLC
270,741$15.3M1.3%ETFVery LowRichmond, VA2026-10-29
Park Avenue Securities LLC
268,067$15.2K0.0%ETFMediumNew York, NY2026-10-26
Security Financial Services, Inc.
267,649$15.2M2.0%ETFMediumFort Wayne, IN2026-10-29
Beverly Hills Private Wealth, LLC
266,906$15.1M2.6%ValueMediumBeverly Hills, CA2026-11-04
Exchange Traded Concepts, LLC
266,133$15.1M0.1%GrowthMediumOklahoma City, OK2026-10-28
EverSource Wealth Advisors, LLC
265,550$15.0M0.5%CoreMediumBirmingham, AL2026-11-04
Baldwin Wealth Partners LLC
259,961$14.7M1.0%GrowthLowMarion, MA2026-10-13
Apollon Wealth Management, LLC
243,334$13.8M0.2%GrowthLowMount Pleasant, SC2026-10-23
Elevate Wealth Advisory, Inc
241,587$13.7M7.0%ETFVery LowAthens, GA2026-10-29
MassMutual Private Wealth & Trust, FSB
237,706$13.5M0.4%CoreLowSpringfield, MA2026-10-05
Five Pine Wealth Management
234,960$13.3M7.5%ETFVery LowCoeur D Alene, ID2026-10-20
Aerodigm Wealth, LLC
231,497$13.1M4.5%ETFLowLake Oswego, OR2026-10-16
Aspirean Wealth, LLC
230,621$13.1M12.0%ETFN/AMill Valley, CA2026-11-03
Websterrogers Financial Advisors, LLC
225,458$12.8M3.4%ETFVery LowFlorence, SC2026-11-02
Marion Wealth Management
213,538$12.1M2.4%ETFVery LowMonroeville, PA2026-10-22
Mitsubishi UFJ Asset Management Co., Ltd.
208,950$11.8M0.0%IndexVery LowTokyo, Mexico2026-11-05
Prism Planning Partners LLC
195,889$11.1M10.5%ETFVery LowLibertyville, IL2026-10-27
Power Wealth Management LLC
195,196$11.1M3.7%ETFLowAlpharetta, GA2026-10-27
Hughes Financial Services, LLC
189,878$10.9M1.4%ETFLowHerndon, VA2026-10-30
Hurley Capital, LLC
186,401$10.6M5.1%GARPMediumNew York, NY2026-11-05
Founders Grove Wealth Partners, LLC
185,225$10.5M2.1%ETFLowRichmond, VA2026-10-16
HMV Wealth Advisors, LLC
183,920$10.4M4.0%ETFVery LowShreveport, LA2026-10-27
CogentBlue Wealth Advisors, LLC
182,264$10.3M9.6%ETFLowKnoxville, TN2026-10-09
SimpliFi, Inc.
182,187$10.3M4.2%ETFMediumSan Diego, CA2026-10-28
Providence First Trust Co
178,027$10.1M3.3%ETFMediumScottsdale, AZ2026-11-02
Brickley Wealth Management
177,295$10.0M1.4%ETFVery LowSan Mateo, CA2026-11-04
SAX Wealth Advisors, LLC
176,236$10.0M0.3%ETFVery LowParsippany, NJ2026-10-13
Shotwell Rutter Baer Inc
171,599$9.7M5.4%ETFVery LowLansing, MI2026-10-14
Middleton & Co Inc
166,554$9.4M1.0%GrowthLowBoston, MA2026-10-23
Marietta Wealth Management, LLC
163,675$9.3M1.0%GrowthLowMarietta, GA2026-10-22
Cantor Fitzgerald Investment Advisors L.P.
160,250$9.1M0.5%YieldLowNew York, NY2026-10-21
AdvisorNet Financial, Inc
158,996$9.0M0.4%ETFLowMinnetonka, MN2026-10-15
Pacific Capital Wealth Advisors, Inc.
156,788$8.9M1.3%ETFLowCorona, CA2026-10-22
Sellwood Investment Partners LLC
153,136$8.7M3.1%ETFLowPortland, OR2026-11-03
Archford Capital Strategies, LLC
148,547$8.4M0.8%GrowthMediumSwansea, IL2026-10-19
Cravens & Co Advisors, LLC
147,911$8.4M5.7%CoreMediumCookeville, TN2026-10-16
Braun-Bostich & Associates Inc.
144,191$8.2M4.7%ETFMediumCanonsburg, PA2026-10-20
Summitas Investment Management LLC
141,385$8.0M6.0%ETFLowMckinney, TX2026-10-16
Creative Financial Designs Inc
140,989$8.0M0.4%ETFMediumKokomo, IN2026-11-04
Advisory Solutions Group, LLC
140,085$7.9M1.7%ETFN/APlymouth, MN2026-10-14
First Affirmative Financial Network
138,925$7.9M1.7%CoreN/AColorado Springs, CO2026-10-21
Belleair Asset Management, LLC
136,809$7.8M6.5%ETFVery LowBelleair Bluffs, FL2026-11-03
BluePrint Investing LLC
134,738$7.6M6.0%ETFLowSan Francisco, CA2026-10-14
Kaydan Wealth Management, Inc.
130,185$7.4M2.5%ETFMediumFenton, MI2026-10-08
Integrated Advisors Network LLC
128,413$7.3M0.3%GrowthMediumDallas, TX2026-10-20
DWM Financial Group, Inc.
126,570$7.2M5.6%ETFN/APalatine, IL2026-10-28
Market Street Wealth Management Advisors LLC
122,761$7.0M1.0%ETFMediumIndianapolis, IN2026-10-09
Capstone Wealth Management, LLC
122,303$6.9M3.2%ETFLowTuscaloosa, AL2026-11-02
Professional Financial Management, Inc.
120,476$6.8M6.9%ETFMediumAppleton, WI2026-10-22
Ackerman Capital Advisors, LLC
118,889$6.7M1.3%ETFLowDallas, TX2026-10-30
Fermata Advisors, LLC
117,926$6.7M1.3%ETFLowSonoma, CA2026-10-13
Brucke Financial, Inc.
117,638$6.7M2.8%GrowthMediumIndianapolis, IN2026-10-23
Bryn Mawr Trust Advisors, LLC
117,143$6.6M0.3%CoreLowPhiladelphia, PA2026-11-04
Kaufman Rossin Wealth, LLC
112,623$6.4M2.6%ETFLowMiami, FL2026-10-19
JDH Wealth Management, LLC
111,461$6.3M3.8%ETFVery LowSanta Rosa, CA2026-10-20
Verum Partners LLC
110,839$6.3M1.0%ETFLowCharlotte, NC2026-10-21
Altiora Financial Group, LLC
108,412$6.1M1.0%ETFLowLebanon, OH2026-11-04
Plan A Wealth LLC
106,389$6.0M2.2%CoreLowLincoln, NE2026-10-08
Peoples Bank
103,900$5.9M2.7%ETFLowMarietta, OH2026-10-26
Dynamic Wealth Strategies, LLC
103,457$5.9M3.1%ETFLowGranite Bay, CA2026-10-16
Hennion & Walsh Asset Management, Inc.
103,148$5.8M0.2%ValueMediumParsippany, NJ2026-10-13
Hickory Point Bank & Trust
102,861$5.8M3.5%CoreVery LowDecatur, IL2026-10-01
Axos Invest Inc.
101,600$5.8M4.3%ETFMediumLas Vegas, NV2026-10-21
Downshift Financial, LLC
101,531$5.8M2.5%ETFLowBoulder, CO2026-10-13
Peak Financial Advisors LLC
99,439$5.6M2.4%CoreHighDenver, CO2026-10-28
CWC Advisors, Llc.
99,055$5.6M2.6%GARPLowLake Oswego, OR2026-10-15
Entrust Financial LLC
97,833$5.5M2.7%ETFLowWayne, PA2026-11-04
Regions Financial Corp
95,950$5.4M0.0%CoreLowBirmingham, AL2026-11-05
Omni 360 Wealth, Inc.
94,771$5.4M2.4%ETFLowPlainsboro, NJ2026-10-13
Americana Partners, LLC
93,421$5.3M0.1%CoreMediumHouston, TX2026-10-28
Alhambra Investment Management LLC
90,750$5.1M2.2%CoreLowPalmetto Bay, FL2026-10-15
Rockwood Wealth Management, LLC
90,685$5.1M0.3%ETFVery LowNew Hope, PA2026-10-27
Montecito Bank & Trust
90,549$5.1M0.8%GrowthVery LowSanta Barbara, CA2026-10-01
Vertex Investment Solutions Co., Ltd.
88,300$5.0M3.7%ETFN/AChiyoda-Ku, Mexico2026-10-19
Resonant Capital Advisors, LLC
87,960$5.0M0.2%ETFLowMadison, WI2026-10-15
D.A. Davidson & Co.
87,452$5.0M0.0%CoreLowGreat Falls, MT2026-10-28
Davenport & Co LLC
86,192$4.9M0.0%CoreMediumRichmond, VA2026-10-14
rebel Financial LLC
86,181$4.9M2.0%N/AVery LowGroveport, OH2026-11-04
Kestra Private Wealth Services, LLC
83,930$4.8M0.1%GrowthLowAustin, TX2026-10-30
Buska Wealth Management, LLC
82,948$4.7M1.6%ETFMediumWausau, WI2026-10-08
Global Wealth Management Investment Advisory, Inc.
81,277$4.6M0.6%CoreLowFort Lauderdale, FL2026-11-04
DSG Capital Advisors, LLC
80,150$4.5M0.6%GrowthLowEdina, MN2026-11-05
LifePlan Financial, LLC
79,946$4.5M3.2%CoreLowMankato, MN2026-10-13
Balance Wealth Partners LLC
78,993$4.5M1.1%ETFMediumWorthington, OH2026-10-27
Constellation Investments, Inc.
77,854$4.4M0.2%ETFVery LowMontgomery, OH2026-10-28
Lauterbach Financial Advisors, LLC
77,153$4.4M1.9%ETFVery LowEl Paso, TX2026-10-21
Aureum Wealth Management, LLC
76,773$4.3M2.7%ETFLowNorth Palm Beach, FL2026-10-15
TD Private Client Wealth LLC
75,874$4.3M0.1%ETFLowNew York, NY2026-10-28
Foster Victor Wealth Advisors, LLC
74,120$4.2M0.2%CoreMediumGreenville, SC2026-10-21
Hara Capital LLC
74,042$4.2M2.0%Deep ValueMediumBellevue, WA2026-10-30
SigFig Wealth Management, LLC
73,869$4.2M0.1%ETFLowSan Francisco, CA2026-10-07
Greenspring Advisors, LLC
73,228$4.1M0.2%ETFVery LowTowson, MD2026-11-05
Auour Investments LLC
72,353$4.1M1.2%ETFLowWoburn, MA2026-10-28
Towne Trust Company, N.a
72,241$4.1M1.2%CoreLowNewport News, VA2026-10-28
Genesis Private Wealth, LLC
71,356$4.0M1.1%ETFLowAshburn, VA2026-11-02
Wedbush Securities Inc
71,299$4.0K0.0%CoreLowPasadena, CA2026-10-22
National Wealth Management Group, LLC
71,282$4.0M1.2%ETFMediumCincinnati, OH2026-10-26
First Pacific Financial
70,306$4.0M0.4%ETFLowVancouver, WA2026-10-14
Burkett Financial Services, LLC
70,272$4.0M1.2%ETFLowRock Hill, SC2026-10-01
Meitav Investment House LTD
69,042$3.9M0.0%ETFMediumBene-Beraq, Luxembourg2026-10-28
Northwestern University
68,502$3.9M6.0%Deep ValueVery LowEvanston, IL2026-10-21
Simplicity Wealth,LLC
68,394$3.9M0.1%ETFLowSummit, NJ2026-10-23
BIP Wealth, LLC
68,386$3.9M0.1%ETFMediumAtlanta, GA2026-10-22
Impact Investors, Inc
67,308$3.8M6.3%ETFLowSan Francisco, CA2026-11-02
Baker Tilly Wealth Management, LLC
67,156$3.8M0.7%GrowthLowMadison, WI2026-10-05
Oasis Advisors, LLC
66,087$3.7M1.6%ETFMediumForest City, IA2026-10-16
Cornerstone Wealth Advisors, Inc.
64,767$3.7M0.8%ETFLowEdina, MN2026-10-16
Wedmont Private Capital
63,422$3.6M0.1%IndexVery LowWest Chester, PA2026-10-09
Nilsine Partners, LLC
63,184$3.6M0.2%CoreMediumGreenwood Village, CO2026-11-02
Human Investing LLC
61,876$3.5M0.4%ETFVery LowLake Oswego, OR2026-10-19
Ifrah Financial Services, Inc.
61,797$3.5M0.9%ETFLowLittle Rock, AR2026-10-13
Tandem Investment Partners LLC
60,336$3.4M2.6%ETFLowBordentown, NJ2026-10-16
Dodds Wealth, LLC
60,159$3.4M0.8%ETFVery LowGreenwood Village, CO2026-11-02
Baker Boyer National Bank
59,349$3.4M0.9%ETFVery LowWalla Walla, WA2026-11-05
Mechanics Financial Corp
59,276$3.4M1.2%CoreVery LowMansfield, OH2026-11-05
Pinnacle Bancorp, Inc.
58,067$3.3M0.9%CoreVery LowBeatrice, NE2026-10-21
Parsons Capital Management Inc
56,732$3.2M0.1%CoreLowProvidence, RI2026-10-28
Buck Wealth Strategies, LLC
55,545$3.1M0.3%ValueMediumDenver, CO2026-10-28
Cogent Strategic Wealth LLC
55,436$3.1M3.0%ETFLowChicago, IL2026-10-22
D.B. Root & Company, LLC
55,306$3.1M0.7%ETFLowPittsburgh, PA2026-11-04
iA Global Asset Management Inc.
54,408$3.1K0.0%GrowthMediumQuebec, Austria2026-10-29
Sowell Financial Services LLC
54,260$3.1M0.1%CoreLowNorth Little Rock, AR2026-10-23
Bull Street Advisors, LLC
54,176$3.1K0.0%CoreVery LowSavannah, GA2026-10-20
ATX Financial Planning, LLC
53,812$3.0M1.9%ETFHighAustin, TX2026-10-14
Brookstone Capital Management
53,244$3.0M0.0%ETFMediumWheaton, IL2026-10-22
Hunter Associates Investment Management LLC
52,969$3.0K0.0%CoreLowPittsburgh, PA2026-10-26
Stone Wealth Partners
52,634$3.0M1.0%ETFLowJefferson, LA2026-11-05
Prospera Financial Services Inc
51,622$3.0M0.0%CoreMediumDallas, TX2026-11-04
Transcendent Capital Group LLC
51,499$2.9M1.2%ETFMediumEdmond, OK2026-10-28
RFG Advisory, LLC
50,807$2.9M0.0%ETFMediumBirmingham, AL2026-11-03
James Investment Research, Inc.
50,601$2.9M0.3%CoreLowAlpha, OH2026-10-22
Pinnacle Associates LTD
49,718$2.8M0.0%CoreLowNew York, NY2026-10-20
Shayne & Jacobs, LLC
49,480$2.8M0.8%ValueVery LowNashville, TN2026-10-21
StrongBox Wealth, LLC
49,182$2.8M0.7%GrowthLowLee'S Summit, MO2026-11-02
Pinnacle Wealth Management Advisory Group, LLC
48,373$2.7M0.2%GrowthLowRed Bank, NJ2026-10-23
Robertson Stephens Wealth Management, LLC
48,160$2.7M0.1%ETFMediumSan Francisco, CA2026-10-16
Midwest Trust Co
47,408$2.7M0.0%CoreLowOverland Park, KS2026-10-22
Whitcomb & Hess, Inc.
45,354$2.6M0.6%ETFVery LowAshland, OH2026-10-07
SkyOak Wealth, LLC
45,014$2.6M0.4%ETFLowSouthfield, MI2026-10-28
Evansbrook LLC
43,778$2.5M1.4%GrowthLowBolingbrook, IL2026-10-16
Nolet Wealth Management, LLC
42,968$2.4M1.3%ETFMediumFort Worth, TX2026-10-15
Stash Investments, LLC
42,867$2.4M0.7%ETFVery LowNew York, NY2026-10-26
Ashton Thomas Private Wealth, LLC
41,568$2.4M0.0%CoreMediumScottsdale, AZ2026-11-03
Kassira Wealth Management LLC
41,171$2.3M1.8%GrowthMediumKnoxville, TN2026-10-28
Redw Wealth LLC
40,992$2.3M0.8%ETFLowAlbuquerque, NM2026-11-02
Oath Planning, LLC
40,141$2.3M1.5%ETFVery LowTulsa, OK2026-10-20
LJI Wealth Management, LLC
40,062$2.3M0.3%ETFLowIndianapolis, IN2026-10-28
Axxcess Wealth Management, LLC
39,999$2.3M0.1%CoreLowCarlsbad, CA2026-10-21
United Community Bank
39,683$2.2M0.7%CoreLowGreenville, SC2026-10-28
Clarity Capital Advisors, LLC
39,607$2.2M0.9%ETFVery LowLakewood Ranch, FL2026-10-27
Essex Bank
39,573$2.2M0.4%CoreLowEssex, CT2026-10-16
Iron Financial LLC
39,520$2.2M0.9%ETFLowNorthbrook, IL2026-10-23
Glass Jacobson Investment Advisors llc
39,384$2.2M0.7%ETFLowOwings Mills, MD2026-10-26
Elevation Point Wealth Partners, LLC
39,331$2.2M0.0%CoreHighDenver, CO2026-11-05
Thrive Capital Management, LLC
37,504$2.1M0.4%CoreMediumFort Washington, PA2026-10-28
Financial & Tax Architects, LLC
36,826$2.1M0.4%CoreHighSt Louis, MO2026-10-15
Alps Advisors Inc
36,650$2.1M0.0%YieldLowDenver, CO2026-11-03
Brindle & Bay Financial Advisors, LLC
36,597$2.1M0.8%ETFMediumFrisco, TX2026-10-15
Stirlingshire Investments, Inc.
35,458$2.0M1.4%ETFMediumNew York, NY2026-11-05
Prime Capital Investment Advisors, LLC
35,162$2.0M0.0%ETFLowOverland Park, KS2026-10-20
Floyd Financial Group LLC
34,894$2.0M1.2%GrowthMediumSpringfield, MO2026-10-28
Centurion Wealth Management LLC
34,554$2.0M0.5%ETFMediumMclean, VA2026-10-13
Wilmington Savings Fund Society, FSB
34,395$1.9M0.0%CoreLowWilmington, DE2026-10-23
Stonehearth Capital Management, LLC
33,971$1.9M0.7%ETFMediumDanvers, MA2026-10-13
MGO One Seven LLC
33,891$1.9M0.0%GrowthLowBeachwood, OH2026-10-28
Smart Wealth LLC
33,819$1.9M0.4%ETFHighOmaha, NE2026-11-04
Walkner Condon Financial Advisors LLC
33,301$1.9M0.2%ETFLowVerona, WI2026-11-02
Artesa Financial Group, LLC
33,218$1.9M1.5%ETFLowConroe, TX2026-10-29
CWS Financial Advisors, LLC
32,567$1.8M0.4%ETFVery LowKalamazoo, MI2026-10-16
Independent Financial Group, LLC
32,464$1.8M0.0%GrowthLowSan Diego, CA2026-10-13
Walker Financial Services, Inc.
32,188$1.8M0.5%ETFLowBowling Green, KY2026-10-26
Powers Advisory Group, LLC
31,208$1.8M0.5%ETFVery LowHighland, IL2026-10-14
Fagan Associates, Inc.
30,639$1.7M0.2%GrowthLowTroy, NY2026-10-13
Cherry Tree Wealth Management, LLC
30,435$1.7M0.3%ETFVery LowMinnetonka, MN2026-10-15
Ares Financial Consulting, LLC
29,980$1.7M1.2%CoreLowCalabasas, CA2026-10-19
Verity Asset Management, Inc.
29,751$1.7M0.7%CoreMediumDurham, NC2026-10-30
Graetz Wealth LLC
28,654$1.6M1.3%ETFMediumJenison, MI2026-10-27
Pines Wealth Management, LLC
28,220$1.6M0.5%GrowthLowSouthern Pines, NC2026-10-21
Surience Private Wealth LLC
28,152$1.6M1.5%ETFVery HighYakima, WA2026-10-16
Gibraltar Capital Management, Inc.
27,783$1.6M0.2%CoreLowTulsa, OK2026-10-27
Stableford Capital II LLC
27,767$1.6M0.5%CoreHighScottsdale, AZ2026-10-09
RHS Financial, LLC
27,743$1.6M0.5%ETFMediumSan Francisco, CA2026-10-13
Compass Ion Advisors, LLC
27,601$1.6M0.1%ETFVery LowConshohocken, PA2026-10-23
Key Capital Management, Inc
26,478$1.5M0.5%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Legacy Wealth Asset Management, LLC
26,285$1.5M0.3%GARPMediumWoodbury, MN2026-10-09
Prudent Investor Advisors, LLC
26,098$1.5M1.2%ETFN/AFolsom, CA2026-10-22
Discipline Wealth Solutions, LLC
25,941$1.5M0.1%ETFLowGreenville, SC2026-10-14
Concord Wealth Partners
25,555$1.4M0.2%GrowthLowAbingdon, VA2026-11-02
Cornerstone Wealth Management, LLC
25,501$1.4M0.1%ETFVery LowSt. Peters, MO2026-11-04
Csenge Advisory Group
25,166$1.4M0.1%ETFMediumClearwater, FL2026-11-04
Signal Advisors Wealth, LLC
24,728$1.4M0.1%ETFLowDetroit, MI2026-10-13
Voisard Asset Management Group, Inc.
24,541$1.4M0.3%ETFLowGrand Rapids, MI2026-10-13
Tenon Financial LLC
24,205$1.4M0.4%ETFVery LowMetuchen, NJ2026-10-14
Lynx Investment Advisory
24,154$1.4M0.5%ETFLowWashington, Dc, DC2026-10-27
Pioneer Wealth Management Group
23,818$1.3M0.3%ETFLowAustin, TX2026-10-09
TMB Capital Partners, LLC
23,726$1.3M0.4%MomentumMediumLittle Rock, AR2026-10-20
LFA - Lugano Financial Advisors SA
23,324$1.3M0.8%ETFLowLugano, Switzerland2026-11-03
Verus Financial Partners, Inc.
23,310$1.3M0.1%ETFVery LowRichmond, VA2026-10-29
E&G Advisors, LLC
22,699$1.3M0.2%ETFVery LowHouston, TX2026-10-13
Asset One Wealth Management LLC
22,561$1.3M0.1%GrowthLowBellevue, WA2026-11-02
Anderson Hoagland & Co
22,342$1.3M0.1%ETFLowSt Louis, MO2026-10-23
Capital Squared Financial LLC
21,909$1.2M0.8%ETFVery LowRockville, MD2026-10-30
Balefire, LLC
21,819$1.2M0.2%ETFMediumDallas, TX2026-10-09
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
21,101$1.2M0.1%ETFMediumWestlake, OH2026-10-14
Capital Investment Advisory Services, LLC
21,070$1.2M0.1%CoreMediumRaleigh, NC2026-10-30
TrueWealth Advisors, LLC
21,027$1.2M0.3%ETFMediumBirmingham, AL2026-10-09
Western Reserve Capital Management, LLC
19,916$1.1M0.8%ETFLowHudson, OH2026-10-14
Entrewealth, LLC
19,405$1.1M0.4%ETFLowAustin, TX2026-10-14
IFP Advisors, Inc
18,916$1.1M0.0%GrowthLowTampa, FL2026-10-16
PFG Advisors
18,901$1.1M0.1%ETFMediumPhoenix, AZ2026-10-16
Partners Wealth Management, LLC
18,597$1.1M0.1%CoreLowCarmel By The Sea, CA2026-10-28
Chicago Partners Investment Group LLC
18,442$1.1M0.0%GARPLowChicago, IL2026-10-27
Peak Wealth Management LLC
18,232$1.0M0.7%ETFMediumNashua, NH2026-10-26
Blossom Wealth Management
18,097$1.0M1.4%GrowthLowSan Ramon, Ca, CA2026-11-03
Third View Private Wealth, LLC
18,003$1.0M0.1%GrowthLowWestport, CT2026-10-30
Uptick Partners, LLC
17,493$991.2K0.1%ETFLowNacogdoches, TX2026-11-04
Schulz Wealth, Ltd.
17,176$973.2K0.5%ETFVery LowMansfield, TX2026-11-03
LifeWealth Investments, LLC
16,965$961.2K0.3%ETFMediumWinter Garden, FL2026-10-21
Fiduciary Financial Group, LLC
16,862$955.4K0.1%ETFLowSan Rafael, CA2026-10-13
Blume Capital Management, Inc.
16,695$945.9K0.1%CoreMediumBerkeley, CA2026-10-26
Koshinski Asset Management, Inc.
16,304$923.8K0.0%ETFLowDecatur, IL2026-10-29
SWS Partners
16,027$908.1K0.2%GrowthMediumColumbus, OH2026-10-26
Lanark Financial, Inc.
15,676$888.2K0.1%CoreMediumBirmingham, AL2026-10-26
Concurrent Investment Advisors, LLC
15,674$888.1K0.0%GrowthMediumTampa, FL2026-10-16
ZWJ Investment Counsel Inc
15,171$859.6K0.0%CoreLowAtlanta, GA2026-10-15
Patten Group, Inc.
15,119$856.6K0.1%CoreLowChattanooga, TN2026-10-26
Atala Financial Inc
14,736$834.9K0.5%CoreLowCalabasas, CA2026-10-22
Noble Family Wealth, LLC
14,672$831.3K0.1%ETFVery LowClearwater, FL2026-10-26
Forza Wealth Management, LLC
14,412$816.6K0.2%CoreVery LowSarasota, FL2026-10-20
Wingate Wealth Advisors, Inc.
14,262$808.1K0.3%ETFVery LowLexington, MA2026-10-26
Beacon Hill Wealth Management Ltd.
14,225$806.0K0.5%ETFN/AVictoria, UAE2026-10-21
MLG Wealth Management DBA Pine Grove Financial Group
14,183$803.6K0.1%ETFMediumWoodbury, MN2026-10-13
Avior Wealth Management, LLC
14,079$797.7K0.0%ETFMediumOmaha, NE2026-10-13
Pictet North America Advisors SA
14,040$795.5K0.1%GARPMediumGeneva 73, Switzerland2026-10-21
Granite Islands Private Wealth, LLC
14,017$794.2K0.5%GrowthLowGuilford, CT2026-10-16
Crumly & Associates Inc.
14,000$793.2K0.1%ETFMediumSpringfield, IL2026-10-07
Daymark Wealth Partners, LLC
13,905$787.9K0.0%CoreLowCincinnati, OH2026-11-04
Patriot Investment Management Group, Inc.
13,767$780.0K0.0%ETFVery LowKnoxville, TN2026-10-15
Reap Financial Group, LLC
13,717$777.2K0.1%ETFLowAustin, TX2026-11-02
FCG Investment Co
13,433$761.1K0.3%GrowthHighGermantown, TN2026-10-13
Sapient Capital LLC
13,351$756.5K0.0%GrowthMediumIndianapolis, IN2026-10-08
Onyx Bridge Wealth Group LLC
13,223$749.2K0.1%ETFMediumTarrytown, NY2026-10-16
Carlton Hofferkamp & Jenks Wealth Management, LLC
13,063$745.0K0.2%ETFLowThe Woodlands, TX2026-10-21
Ramiah Investment Group
12,952$733.9K0.6%ETFHighBrookfield, WI2026-10-20
W.H. Cornerstone Investments Inc.
12,351$699.8K0.4%CoreLowKingston, MA2026-11-03
LeConte Wealth Management, LLC
12,332$698.8K0.4%GrowthMediumMaryville, TN2026-10-20
Hegarty Advisors, LLC
12,253$694.3K0.4%ETFVery LowGarden City, NY2026-10-20
Venture Visionary Partners LLC
12,029$681.6K0.0%CoreLowSylvania, OH2026-10-07
Facet Wealth, Inc.
11,811$669.2K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
OpenArc Corporate Advisory, LLC
11,557$654.8K0.0%GrowthLowAtlanta, GA2026-10-21
Steinberganna Wealth Management
11,553$654.6K0.3%ETFLowHuntington, NY2026-10-23
Keybank National Association
11,477$650.3K0.0%CoreLowBrooklyn, OH2026-11-04
Y.D. More Investments Ltd
11,246$637.2K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Carter Financial Group, Inc.
11,243$637.0K0.3%GrowthLowBarrington, IL2026-10-21
First Heartland Consultants, Inc.
10,958$620.9K0.0%ETFMediumLake St. Louis, MO2026-10-08
Flagstone Financial Management
10,817$612.9K0.1%ETFVery LowLincoln, NE2026-11-05
FC Advisory LLC
10,567$598.7K0.2%ETFVery LowWest Chester, PA2026-10-05
Lauer Wealth, LLC
10,260$582.2K0.4%ETFMediumValparaiso, IN2026-10-13
Crestwood Advisors Group, LLC
10,238$580.1K0.0%GrowthLowBoston, MA2026-10-27
Evergreen Capital Management LLC
10,095$572.0K0.0%GARPMediumBellevue, WA2026-10-23
Bfsg, LLC
10,035$568.6K0.0%CoreLowIrvine, CA2026-10-30
Arena Capital Advisors, LLC- CA
10,000$566.6K0.3%GARPMediumLos Angeles, CA2026-10-28
RFG Holdings, Inc.
9,963$564.6K0.1%ETFLowArgyle, TX2026-10-30
RCS Financial Planning, LLC
9,930$562.6K0.3%ETFMediumAnnapolis, MD2026-10-14
Lido Advisors, LLC
9,807$555.7K0.0%GrowthLowLos Angeles, CA2026-11-04
Keeler Thomas Management LLC
9,781$554.2K0.2%CoreHighOrem, UT2026-10-29
Midwest Financial Partners Investments, Inc.
9,712$550.3K0.2%ETFVery LowSt. Cloud, MN2026-10-08
Nixon Peabody Trust Co
9,623$545.2K0.0%GrowthLowBoston, MA2026-10-23
Madrid Wealth Management, LLC
9,463$536.2K0.3%ETFLowAlbuquerque, NM2026-10-23
Mission Wealth Management, LP
9,277$525.6K0.0%ETFLowSanta Barbara, CA2026-10-15
Clear Point Advisors Inc.
9,263$524.9K0.4%ETFMediumMelville, NY2026-10-30
Aspiriant, LLC
9,204$521.5K0.0%ETFVery LowLos Angeles, CA2026-10-16
B.O.S.S. Retirement Advisors, LLC
9,151$518.5K0.1%ETFMediumLehi, UT2026-10-26
SBI Securities Co., Ltd.
9,083$514.6K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Wells Financial Advisors Inc
9,040$512.2K4.8%ETFVery LowFramingham, MA2026-11-02
IVC Wealth Advisors LLC
9,019$511.0K0.2%GrowthLowSilverdale, PA2026-10-23
Outlook Wealth Advisors, LLC
8,974$508.5K0.1%ETFMediumShenandoah, TX2026-10-28
Portland Financial Advisors Inc
8,950$507.1K0.9%ETFVery LowPort Washington, NY2026-10-26
Rinkey Investments
8,868$502.5K0.1%ETFLowSan Diego, CA2026-10-28
Ullmann Wealth Partners Group, LLC
8,763$496.5K0.0%ETFLowJacksonville Beach, FL2026-11-02
L.K. Benson & Company, P.C.
8,698$492.9K0.1%YieldVery LowTimonium, MD2026-10-23
Tennessee Valley Asset Management Partners
8,631$489.0K0.1%ETFLowKnoxville, TN2026-11-03
Allstreet Capital Advisors LLC
8,621$488.5K0.3%ETFVery LowLos Angeles, CA2026-11-04
Fifth Third Securities, Inc.
8,555$484.7K0.0%ETFLowCincinnati, OH2026-10-21
Mcdonald Partners LLC
8,506$482.0K0.1%CoreLowCleveland, OH2026-11-03
Fonville Wealth Management LLC
8,473$480.1K0.1%ETFVery LowRichmond, VA2026-10-28
Trust Co
8,467$479.7K0.0%ETFVery LowManhattan, KS2026-10-09
Arkansas Financial Group, Inc.
8,429$477.6K0.1%ETFVery LowLittle Rock, AR2026-10-26
Bdfs Capital LLC
8,420$477.1K0.2%ETFLowRehoboth Beach, DE2026-10-14
XY Planning Network, Inc.
8,313$471.0K0.1%ETFLowBozeman, MT2026-10-14
Stephens Group Asset Management, LLC
8,305$470.6K0.0%ETFVery LowLittle Rock, AR2026-10-09
Ignite Planners, LLC
8,262$468.1K0.1%CoreLowSan Clemente, CA2026-10-14
Modera Wealth Management, LLC
8,098$458.8K0.0%ETFVery LowWestwood, NJ2026-10-28
Certified Advisory Corp
8,073$457.4K0.0%ETFLowAltamonte Springs, FL2026-10-29
Cullen T Bankers, Inc.
7,882$446.6K0.0%GrowthLowSan Antonio, TX2026-10-28
Gerber Kawasaki Wealth & Investment Management
7,795$441.7K0.0%ETFLowSanta Monica, CA2026-10-29
Breakwater Investment Management
7,794$441.6K0.1%ETFLowSeattle, WA2026-10-20
Versant Capital Management, Inc
7,751$439.2K0.0%GARPLowPhoenix, AZ2026-10-02
Oppenheimer & Co Inc
7,668$434.5K0.0%CoreLowNew York, NY2026-10-26
CoreCap Advisors, LLC
7,646$433.2K0.0%ETFMediumSouthfield, MI2026-10-08
Bauman Advisory Group, LLC
7,626$432.1K0.2%ETFMediumLas Vegas, NV2026-10-29
Harbor Capital Advisors, Inc.
7,603$4310.0%ValueHighChicago, IL2026-10-22
Inlight Wealth Management, LLC
7,578$429.4K0.1%ETFVery LowAtlanta, GA2026-10-21
Matauro, LLC
7,559$428.3K0.1%ETFLowNew York, NY2026-11-03
True North Advisors, LLC
7,550$427.8K0.0%CoreMediumDallas, TX2026-10-22
Gibbs Wealth Management
7,453$422.3K0.0%CoreLowAlpharetta, GA2026-10-22
Indivisible Partners
7,448$422.0K0.0%GrowthMediumClearwater, FL2026-10-26
BAM Wealth Management, LLC
7,355$416.7K0.2%ETFHighLakewood, CO2026-10-15
Manchester Capital Management LLC
7,350$416.5K0.1%CoreLowManchester, VT2026-10-22
Conrad Siegel Investment Advisors, Inc.
7,344$416.1K0.1%ETFLowHarrisburg, PA2026-10-08
Princeton Global Asset Management LLC
7,301$413.7K0.1%GrowthLowPrinceton, NJ2026-10-21
Armstrong Advisory Group, Inc
7,189$407.3K0.0%ETFHighNeedham, MA2026-10-09
Summit Global Investments
7,099$4020.0%CoreMediumBountiful, UT2026-10-28
Quartz Partners, LLC
7,063$400.2K0.1%GARPMediumSaratoga Springs, NY2026-11-03
Brighton Jones LLC
6,972$395.1K0.0%CoreVery LowSeattle, WA2026-11-03
Aries Wealth Management
6,956$394.1K0.1%CoreVery LowPortland, ME2026-10-23
McAdam, LLC
6,779$384.1K0.0%ETFLowPhiladelphia, PA2026-10-21
Quest 10 Wealth Builders, Inc.
6,739$381.8K0.3%ETFLowFuquay-Varina, VA2026-11-02
Caldwell Trust Co
6,698$379.5K0.0%GrowthLowVenice, FL2026-10-30
Novem Group
6,619$375.0K0.0%ETFMediumRochester, NY2026-10-19
Fortress Financial Solutions, LLC
6,590$373.4K0.3%ETFLowTucson, AZ2026-10-14
Ledyard National Bank
6,539$370.5K0.0%CoreLowHanover, NH2026-10-21
Claro Advisors Inc.
6,474$366.8K0.0%CoreLowBoston, MA2026-11-02
Dynamic Advisor Solutions LLC
6,311$357.6K0.0%ETFLowPhoenix, AZ2026-10-13
Glenview Trust Co
6,306$357.3K0.0%GrowthVery LowLouisville, KY2026-10-28
Greenleaf Trust
6,178$350.0K0.0%CoreLowKalamazoo, MI2026-10-29
Successful Portfolios LLC
6,051$342.0K0.2%CoreVery LowClearwater, FL2026-10-09
Core Wealth Partners LLC
6,022$341.2K0.1%GrowthLowSanta Rosa, CA2026-11-02
Morton Capital Management LLC
5,970$338.3K0.0%ETFVery LowCalabasas, CA2026-10-23
Portside Wealth Group, LLC
5,929$335.9K0.0%CoreMediumProvo, UT2026-10-20
Cassilly Financial Group LLC
5,926$335.8K0.2%ETFLowSeverna Park, MD2026-10-07
Ballast Rock Private Wealth LLC
5,884$333.4K0.2%ETFMediumCharleston, SC2026-10-26
Elevation Capital Advisory, LLC
5,654$320.4K0.1%ETFVery HighBend, OR2026-10-29
Huntleigh Advisors, Inc.
5,567$315.4K0.0%GrowthMediumSt. Louis, MO2026-11-03
Focus Financial Network, Inc.
5,549$314.4K0.0%ETFLowMinneapolis, MN2026-10-14
Kingdom Financial Group Llc.
5,508$312.1K0.1%ETFMediumPeoria, AZ2026-11-04
Clear Creek Financial Management, LLC
5,443$308.4K0.0%ETFMediumSilverdale, WA2026-10-28
SmartHarvest Portfolios, LLC
5,428$307.5K0.1%GrowthLowSeattle, WA2026-10-26
Sachem Hill LLC
5,397$305.8K0.1%ETFVery LowDenver, CO2026-10-14
Petersen Hastings Wealth Advisors Inc.
5,347$303.0K0.0%ETFLowKennewick, WA2026-10-27
Centennial Advisors, LLC
5,316$301.2K0.4%ETFHighAustin, TX2026-10-21
Arlington Financial Advisors, LLC
5,278$299.1K0.0%ETFMediumSanta Barbara, CA2026-10-19
Iowa State Bank
5,271$298.7K0.1%CoreLowUrbandale, IA2026-10-06
BAR Harbor Wealth Management
5,255$297.7K0.0%CoreLowConcord, NH2026-10-21
Joel Adams & Associates, Inc.
5,230$296.3K0.2%ETFLowAsheville, NC2026-11-02
Bailard, Inc.
5,210$295.2K0.0%GrowthMediumFoster City, CA2026-10-13
Winter & Associates, Inc.
5,196$296.3K0.2%ETFMediumSt. Paul, MN2026-10-23
JFS Wealth Advisors, LLC
5,157$292.2K0.0%ETFVery LowHermitage, PA2026-11-03
Evanson Financial, LLC
5,147$291.6K0.0%ETFN/AMclean, VA2026-10-23
InTrack Investment Management Inc
5,134$290.9K0.1%GrowthMediumSouth Burlington, VT2026-10-15
Ballast, Inc.
5,104$289.2K0.1%ETFLowLexington, KY2026-10-20
McKinley Carter Wealth Services, Inc.
5,083$288.0K0.0%ETFMediumWheeling, WV2026-10-16
Barnes Dennig Private Wealth Management LLC
5,035$285.3K0.2%CoreLowCincinnati, OH2026-10-30
Sigma Planning Corp
5,033$285.3K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Reicon Wealth Advisors, LLC
5,000$283.3K0.2%ETFLowAtlanta, GA2026-11-04
Hippocratic Financial Advisors, LLC
4,974$281.8K0.1%ETFLowWestlake Village, CA2026-10-13
Forvis Mazars Wealth Advisors, LLC
4,813$272.7K0.0%ETFVery LowSpringfield, MO2026-10-13
Connecticut Wealth Management, LLC
4,752$269.2K0.0%ETFLowFarmington, CT2026-10-13
Howard Wealth Management, LLC
4,699$266.3K0.1%ETFVery LowMadison, CT2026-10-28
SeaCrest Wealth Management, LLC
4,688$265.6K0.0%GrowthLowPurchase, NY2026-10-21
Financial Council, LLC
4,675$264.9K0.1%ETFVery LowTowson, MD2026-11-02
Founders Financial Securities LLC
4,673$264.8K0.0%ETFMediumTowson, MD2026-10-28
Phillips Financial Management, LLC
4,668$264.5K0.0%ETFVery LowFort Wayne, IN2026-10-19
Choreo, LLC
4,610$261.2K0.0%IndexLowRockford, IL2026-10-28
Tempus Wealth Planning, LLC
4,563$258.5K0.0%ETFMediumIrvine, CA2026-10-14
Professional Financial Advisors, LLC
4,547$257.6K0.0%ETFMediumNorth Platte, NE2026-10-13
ETF Store, Inc.
4,472$253.4K0.2%ETFVery LowOverland Park, KS2026-10-19
CWA Asset Management Group, LLC
4,430$251.0K0.0%CoreMediumNaples, FL2026-10-19
SwitchPoint Financial Planning, LLC
4,406$249.7K0.1%ETFVery LowLehi, UT2026-11-02
Parallel Advisors, LLC
4,397$249.1K0.0%IndexLowSan Francisco, CA2026-11-03
CX Institutional
4,381$2480.0%CoreMediumAuburn, IN2026-10-02
Sovran Advisors, LLC
4,378$251.7K0.0%ETFMediumSan Diego, CA2026-11-02
Connecticut Capital Management Group, LLC
4,373$247.8K0.2%GrowthLowMilford, CT2026-10-29
Avidian Wealth Enterprises, LLC
4,343$246.1K0.0%ETFLowHouston, TX2026-10-08
Principle Wealth Partners LLC
4,323$245.0K0.0%CoreVery LowMadison, CT2026-11-02
Fairscale Capital, LLC
4,310$248.9K0.1%GrowthVery LowNashua, NH2026-11-04
Kohmann Bosshard Financial Services, LLC
4,310$244.2K0.0%ETFLowFairlawn, OH2026-11-04
Meyer Handelman Co
4,296$243.4K0.0%CoreLowRye Brook, NY2026-10-28
Lincoln Capital Corp
4,267$241.8K0.1%ETFMediumEast Greenwich, RI2026-10-13
Aviance Capital Partners, LLC
4,231$239.7K0.0%CoreLowNaples, FL2026-10-29
BLB&B Advisors, LLC
4,211$238.6K0.0%ETFLowMontgomeryville, PA2026-10-27
HB Wealth Management, LLC
4,169$236.2K0.0%IndexVery LowAtlanta, GA2026-10-23
Waller Financial Planning Group, Inc
4,087$231.6K0.0%ETFMediumColumbus, OH2026-10-07
Calamos Wealth Management LLC
4,080$231.2K0.0%GrowthMediumNaperville, IL2026-11-02
Private Trust Co NA
4,060$230.0K0.0%CoreLowCleveland, OH2026-10-20
River Street Advisors LLC
4,059$230.0K0.1%CoreLowAurora, IL2026-10-22
Patriot Financial Group Insurance Agency, LLC
4,039$228.9K0.0%GrowthLowWalpole, MA2026-10-14
Lloyd Advisory Services, Llc.
4,034$228.6K0.1%ETFVery HighSuwanee, GA2026-11-02
Washington Trust Bank
4,022$227.9K0.0%CoreLowSpokane, WA2026-11-03
Oak Grove Capital LLC
4,000$226.6K0.0%Agg GrowthLowHolderness, NH2026-10-09
Victory Financial Group, LLC
3,944$223.5K0.0%ETFLowAustin, TX2026-10-27
LFG Wealth Partners, LLC
3,939$223.2K0.1%CoreMediumElizabethtown, KY2026-10-28
Bison Wealth, LLC
3,934$223.1K0.0%GrowthMediumAtlanta, GA2026-10-13
Bluesphere Advisors LLC
3,905$221.3K0.1%ETFLowEast Norriton, PA2026-10-19
Woodmont Investment Counsel LLC
3,870$219.3K0.0%GARPVery LowNashville, TN2026-10-29
Visionary Wealth Advisors
3,760$213.0K0.0%ETFLowO'Fallon, IL2026-11-04
IFG Advisors, LLC
3,692$209.2K0.0%ETFVery LowSt. Louis, MO2026-10-15
HMS Capital Management, LLC
3,667$207.8K0.1%GrowthMediumNashville, TN2026-10-20
Busey Bank
3,639$206.2K0.0%GrowthVery LowUrbana, IL2026-10-26
Valley Forge Investment Consultants Inc ADV
3,576$202.6K0.1%ETFVery LowAudubon, PA2026-11-03
Kingswood Wealth Advisors, LLC
3,538$200.5K0.0%GrowthLowSan Diego, CA2026-10-23
GenWealth Group, Inc.
3,530$200.0K0.0%ETFMediumMaplewood, NJ2026-10-16
Raleigh Capital Management Inc.
3,328$188.6K0.1%CoreMediumCary, NC2026-10-28
Latitude Advisors, LLC
3,267$185.1K0.1%ETFLowYorkville, IL2026-10-27
Citizens National Bank Trust Department
3,200$181.3K0.0%CoreVery LowMeridian, MS2026-11-04
Friedenthal Financial
3,191$180.8K0.1%ETFHighMarlton, NJ2026-10-27
S.A. Mason LLC
2,915$165.2K0.0%GrowthVery LowHolland, MI2026-10-13
Physician Wealth Advisors, Inc.
2,817$159.6K0.0%ETFMediumMidvale, UT2026-10-20
Larson Financial Group LLC
2,687$152.2K0.0%GrowthLowSt Louis, MO2026-11-05
Loring Wolcott & Coolidge Fiduciary Advisors LLP
2,676$151.6K0.0%GrowthVery LowBoston, MA2026-10-23
Avion Wealth
2,512$1420.0%ETFLowThe Woodlands, TX2026-11-04
Chapman Financial Group, LLC
2,471$140.0K0.1%CoreVery LowHonolulu, HI2026-10-26
Eastern Bank
1,930$109.4K0.0%GrowthMediumBoston, MA2026-10-05
Cape Investment Advisory, Inc.
1,812$102.7K0.0%ETFLowMcdonough, GA2026-10-13
Ascentis Independent Advisors
1,759$99.7K0.0%ETFLowDallas, TX2026-11-03
Abound Wealth Management
1,756$99.5K0.0%ETFVery LowFranklin, TN2026-10-26
Realta Investment Advisors
1,746$98.9K0.0%GrowthMediumWilmington, DE2026-10-14
Trust Co of Vermont
1,733$98.2K0.0%CoreVery LowBrattleboro, VT2026-10-21
Register Financial Advisors LLC
1,500$85.0K0.0%GARPLowAtlanta, GA2026-10-23
Security National Bank
1,500$85.0K0.0%GrowthLowOmaha, NE2026-10-26
Paladin Partners, LLC
1,470$83.3K0.1%ETFVery LowHartland, WI2026-10-06
Essential Partners LLC
1,369$77.6K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Independence Bank of Kentucky
1,129$64.0K0.0%GrowthLowOwensboro, KY2026-10-26
Golden State Wealth Management, LLC
1,048$59.4K0.0%ETFMediumSanta Ana, CA2026-11-02
Heritage Family Offices, LLP
1,002$56.8K0.0%GrowthHighScottsdale, AZ2026-11-02
Montgomery Financial Services LLC
956$54.2K0.0%ETFN/AOcean City, MD2026-11-03
Silver Grove Financial Group, Inc.
938$53.2K0.0%CoreMediumOrchard Park, NY2026-11-05
Parkside Financial Bank & Trust
847$48.0K0.0%CoreVery LowSaint Louis, MO2026-10-27
Thompson Investment Management, Inc.
844$47.8K0.0%ValueMediumMadison, WI2026-10-14
Ashurst Perkins Coie Trust Co
813$46.1K0.0%CoreVery LowSeattle, WA2026-10-15
Vestor Capital, LLC
802$1370.0%ValueMediumChicago, IL2026-11-04
Edgemoor Investment Advisors, Inc.
794$45.0K0.0%CoreVery LowBethesda, MD2026-11-03
Rosenberg Matthew Hamilton
715$40.5K0.0%ETFVery LowGrand Junction, CO2026-10-05
Capital Advisors, Ltd. LLC
712$400.0%ETFLowShaker Heights, OH2026-10-27
True Wealth Design, LLC
705$39.9K0.0%ETFMediumAkron, OH2026-10-13
DT Investment Partners, LLC
611$34.6K0.0%ETFVery LowChadds Ford, PA2026-10-27
Morton Brown Family Wealth, LLC
594$33.7K0.0%ETFVery LowAllentown, PA2026-10-23
Asset Dedication, LLC
593$33.6K0.0%ETFLowSan Francisco, CA2026-11-03
Signaturefd, LLC
555$31.4K0.0%IndexLowAtlanta, GA2026-10-23
GK Wealth Management LLC
555$31.4K0.0%GARPVery HighReno, NV2026-10-09
AlphaCore Capital LLC
539$30.5K0.0%ETFLowLa Jolla, CA2026-11-04
Rossby Financial, LCC
534$30.3K0.0%ETFMediumMelbourne, FL2026-11-05
Simplex Trading, LLC
528$29.9K0.0%CoreVery HighChicago, IL2026-11-04
Mainstream Capital Management LLC
510$28.9K0.0%GrowthLowLos Angeles, CA2026-10-23
Gilpin Wealth Management, LLC
500$28.3K0.0%GrowthLowDenver, CO2026-10-09
Fairway Wealth LLC
458$26.0K0.0%ETFLowIndependence, OH2026-10-30
Trust Co of Toledo NA
441$25.0K0.0%GrowthVery LowHolland, OH2026-10-16
Richards, Merrill & Peterson, Inc.
432$24.5K0.0%GrowthLowSpokane, WA2026-10-19
Gamma Investing LLC
429$24.3K0.0%IndexVery LowFoster City, CA2026-10-08
Wagner Wealth Management, LLC
410$23.2K0.0%ETFLowGreenville, SC2026-10-21
First Bancorp, Inc
385$21.8K0.0%ValueVery LowDamariscotta, ME2026-10-26
Networth Advisors, LLC
378$21.4K0.0%ETFMediumCanonsburg, PA2026-11-03
Nemes Rush Group LLC
337$19.1K0.0%CoreVery LowNovi, MI2026-11-04
Hazlett, Burt & Watson, Inc.
332$190.0%CoreVery LowWheeling, WV2026-11-04
Nova Financial LLC
331$18.8K0.0%N/AN/ATucson, AZ2026-11-04
Lodestone Wealth Management LLC
328$18.6K0.0%CoreLowSpokane, WA2026-10-14
Tounjian Advisory Partners, LLC
317$18.0K0.0%GrowthHighFort Myers, FL2026-11-04
Markowski Investments
303$17.2K0.0%ETFN/ATampa, FL2026-10-30
Plante Moran Financial Advisors, LLC
295$16.7K0.0%ETFVery LowSouthfield, MI2026-11-04
Root Financial Partners, LLC
261$14.8K0.0%ETFMediumEncinitas, CA2026-10-21
POM Investment Strategies, LLC
257$14.6K0.0%ETFVery HighRaleigh, NC2026-10-20
Elevated Capital Advisors, LLC
245$13.9K0.0%ETFMediumSandy, UT2026-11-04
Hilton Head Capital Partners, LLC
245$13.9K0.0%CoreMediumHilton Head Island, SC2026-10-23
Toth Financial Advisory Corp
238$13.5K0.0%CoreLowLeesburg, VA2026-10-08
Strengthening Families & Communities, LLC
232$13.1K0.0%CoreMediumBoston, MA2026-10-21
Yankcom Partnership
230$13.0K0.0%CoreVery LowYankton, SD2026-10-15
Daiwa Securities Group Inc.
196$11.1K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Evolution Wealth Management Inc.
190$10.8K0.0%ETFMediumFort Myers, FL2026-10-28
High Note Wealth, LLC
184$10.4K0.0%ETFVery LowDeephaven, MN2026-10-27
Ascentis Wealth Management, LLC
178$10.1K0.0%Agg GrowthLowDallas, TX2026-11-03
Transce3nd, LLC
176$10.0K0.0%GrowthLowBuda, TX2026-10-26
Investors Research Corp
163$9.2K0.0%ETFLowAtlanta, GA2026-10-07
Barrett & Company, Inc.
147$8.3K0.0%ETFLowProvidence, RI2026-10-22
MB, Levis & Associates, LLC
140$8.0K0.0%ETFVery LowCenter Valley, PA2026-10-16
Compass Financial Management LLC
133$7.5K0.0%CoreN/ATampa, FL2026-10-30
Biltmore Family Office, LLC
130$7.4K0.0%GrowthLowCharlotte, NC2026-11-03
Reyes Financial Architecture, Inc.
127$7.2K0.0%ETFVery HighSan Diego, CA2026-10-22
Axiom Investment Management LLC
114$6.5K0.0%CoreN/ANew York, NY2026-11-03
Quaker Wealth Management, LLC
110$6.2K0.0%ETFMediumMoorestown, NJ2026-10-22
Nfsg Corp
100$5.7K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Wolff Wiese Magana LLC
99$5.6K0.0%GrowthLowCarslbad, CA2026-10-15
Polaris Financial Partners
91$50.0%GrowthN/AWesterville, OH2026-10-02
Olistico Wealth, LLC
69$3.9K0.0%GrowthVery LowTulsa, OK2026-10-05
Spire Wealth Management
66$3.7K0.0%GrowthMediumMclean, VA2026-10-30
City State Bank
58$3.3K0.0%GrowthVery LowNorwalk, IA2026-10-20
Rachor Investment Advisory Services, LLC
56$3.2K0.0%ETFVery LowLinden, MI2026-10-29
Triumph Capital Management
55$3.1K0.0%ETFMediumDenver, CO2026-10-14
Ashton Thomas Securities, LLC
44$2.5K0.0%ETFMediumRochester, NY2026-10-26
Cassaday & Co Wealth Management LLC
34$1.9K0.0%ETFVery LowMclean, VA2026-10-27
IMG Wealth Management, Inc.
14$7930.0%ETFMediumJacksonville, FL2026-10-27
Hoese & Co LLP
8$4530.0%ETFLowGlencoe, MN2026-10-21
Aspect Partners, LLC
5$2830.0%ETFMediumFairfax, VA2026-10-20
Rakuten Securities, Inc.
1$570.0%Agg GrowthHighTokyo, Mexico2026-11-02