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Vanguard Tax-Exempt Bond ETF (VTEB)

CUSIP: 922907746 | NYSE | 2582 institutional holders

Quarters

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

Creative Planning27,392,987
0.7% of portfolio›$1.3B
Cliftonlarsonallen Wealth Advisors, LLC6,867,973
4.2% of portfolio›$325.3M
Aspiriant, LLC4,402,750
5.1% of portfolio›$208.5M
Orgel Wealth Management, LLC4,334,288
3.9% of portfolio›$205.3M
Facet Wealth, Inc.2,519,059
1.5% of portfolio›$119.3M
Bank of New York Mellon Corp2,390,492
0.0% of portfolio›$113.2M
Prime Capital Investment Advisors, LLC1,858,720
0.9% of portfolio›$88.0M
Wealth Enhancement Advisory Services, LLC1,574,269
0.1% of portfolio›$72.8M
Winthrop Advisory Group LLC1,311,481
3.9% of portfolio›$62.1M
Kestra Investment Management, LLC1,288,503
1.2% of portfolio›$61.0M
Baker Boyer National Bank1,195,063
15.8% of portfolio›$56.6M
Mather Group, Llc.1,067,502
0.4% of portfolio›$50.6M
Kestra Advisory Services, LLC977,848
0.1% of portfolio›$46.3M
West Financial Advisors, LLC963,176
6.9% of portfolio›$45.6M
Ackerman Capital Advisors, LLC951,056
8.8% of portfolio›$45.0M
Old National Bancorp949,265
0.9% of portfolio›$45.0M
Global Strategic Investment Solutions, LLC926,218
3.9% of portfolio›$43.9M
Wedmont Private Capital914,576
1.0% of portfolio›$43.1M
Commonwealth Equity Services, LLC877,681
0.1% of portfolio›$41.6M
JFS Wealth Advisors, LLC818,489
2.0% of portfolio›$38.8M
Foster Group, Inc.817,791
1.1% of portfolio›$38.7M
Allen Investment Management, LLC811,916
0.4% of portfolio›$38.5M
Willow Creek Wealth Management Inc.798,303
2.5% of portfolio›$37.8M
Modera Wealth Management, LLC793,036
0.4% of portfolio›$37.6M
Lexington Hill Partners, LLC792,978
16.5% of portfolio›$37.6M
Truist Financial Corp770,922
0.0% of portfolio›$36.5M
Heritage Investment Group, Inc.734,093
4.8% of portfolio›$34.8M
Evergreen Capital Management LLC703,585
0.6% of portfolio›$33.3M
Concurrent Investment Advisors, LLC695,650
0.2% of portfolio›$32.9M
New York Life Investment Management LLC687,523
0.2% of portfolio›$32.6M
Waldron Private Wealth LLC656,416
1.1% of portfolio›$31.1M
Gleason Group, Inc.654,198
2.7% of portfolio›$31.0M
Boston Standard Wealth Management, LLC645,412
4.4% of portfolio›$30.6M
Brookstone Capital Management642,042
0.3% of portfolio›$30.4M
Salomon & Ludwin, LLC592,030
2.3% of portfolio›$28.0M
Luminvest Wealth Management LLC578,927
7.2% of portfolio›$27.4M
Petersen Hastings Wealth Advisors Inc.577,121
2.3% of portfolio›$27.3M
Crestwood Advisors Group, LLC567,432
0.4% of portfolio›$26.9M
BIP Wealth, LLC563,168
0.7% of portfolio›$26.7M
1900 Wealth Management LLC535,280
1.4% of portfolio›$25.4M
First Citizens Bank & Trust Co528,735
0.4% of portfolio›$25.0M
Apella Capital, LLC524,949
0.3% of portfolio›$24.7M
Forum Financial Management, LP517,204
0.3% of portfolio›$24.5M
Heartwood Wealth Advisors LLC517,180
1.9% of portfolio›$24.5M
Vise Technologies, Inc.509,156
0.2% of portfolio›$24.1M
Moller Wealth Partners497,997
4.3% of portfolio›$23.6M
CX Institutional492,818
0.6% of portfolio›$23.3K
First Horizon Corp482,386
0.9% of portfolio›$22.8M
Assetmark, Inc480,949
0.0% of portfolio›$22.8M
Cahaba Wealth Management, Inc.465,121
1.3% of portfolio›$22.0M
Atmos Advisory, LLC460,733
11.6% of portfolio›$21.8M
Davidson Investment Advisors428,276
0.8% of portfolio›$20.3M
Altiora Financial Group, LLC418,565
3.2% of portfolio›$19.8M
Avidian Wealth Enterprises, LLC415,790
0.5% of portfolio›$19.7M
AlphaCore Capital LLC404,582
0.3% of portfolio›$19.2M
Crusonia Wealth Advisors LLC401,137
2.9% of portfolio›$19.0M
Stairway Partners, LLC400,223
0.9% of portfolio›$19.0M
Resonant Capital Advisors, LLC398,221
0.9% of portfolio›$18.9M
Cambridge Investment Research Advisors, Inc.393,904
0.0% of portfolio›$18.7K
Willis Johnson Wealth, Inc.391,978
1.0% of portfolio›$18.6M
Seneca Financial Advisors LLC383,805
4.8% of portfolio›$18.2M
Citigroup Inc380,903
0.0% of portfolio›$18.0M
Towneley Capital Management, Inc / de367,749
3.5% of portfolio›$17.4M
Brooklyn FI, LLC364,008
2.7% of portfolio›$17.8M
Riversedge Advisors, LLC357,963
2.1% of portfolio›$17.0M
Farther Finance Advisors, LLC355,489
0.1% of portfolio›$16.8M
PDS Planning, Inc345,220
0.9% of portfolio›$16.3M
Evanson Financial, LLC337,518
0.8% of portfolio›$16.0M
Carnegie Investment Counsel336,172
0.3% of portfolio›$15.9M
Unison Advisors LLC330,547
1.1% of portfolio›$15.7M
Newton One Investments LLC317,404
3.8% of portfolio›$15.0M
Frisco Financial Planning LLC316,763
11.7% of portfolio›$15.0M
Foster Victor Wealth Advisors, LLC315,332
0.7% of portfolio›$15.1M
CoreCap Advisors, LLC308,484
0.4% of portfolio›$14.6M
Single Point Partners, LLC308,116
2.6% of portfolio›$14.6M
Clark Asset Management, LLC303,461
1.1% of portfolio›$14.4M
Keybank National Association299,004
0.0% of portfolio›$14.2M
MLG Wealth Management DBA Pine Grove Financial Group296,253
1.4% of portfolio›$14.0M
Thrivent Financial for Lutherans292,030
0.0% of portfolio›$13.8K
Lido Advisors, LLC291,470
0.0% of portfolio›$13.8M
Aprio Wealth Management, LLC287,660
0.6% of portfolio›$13.6M
21 West Wealth Management LLC286,903
11.8% of portfolio›$13.6M
Grove Bank & Trust285,370
1.3% of portfolio›$13.5M
Slow Capital, Inc.280,438
1.5% of portfolio›$13.3M
Graves Light Lenhart Wealth, Inc.277,993
1.2% of portfolio›$13.2M
Sagespring Wealth Partners, LLC276,263
0.2% of portfolio›$13.1M
Perigon Wealth Management, LLC268,831
0.2% of portfolio›$12.7M
Hanson & Doremus Investment Management261,567
0.0% of portfolio›$12.4K
Tenret Co LLC260,422
5.4% of portfolio›$12.3M
Regions Financial Corp258,168
0.1% of portfolio›$12.2M
Kestra Private Wealth Services, LLC254,420
0.1% of portfolio›$12.0M
Glenview Trust Co248,488
0.2% of portfolio›$11.8M
Stonebridge Financial Group, LLC247,197
0.9% of portfolio›$11.7M
25 LLC243,331
3.1% of portfolio›$11.5M
AMI Investment Management Inc242,518
2.2% of portfolio›$11.5M
Level Wealth Management LLC242,258
4.4% of portfolio›$11.5M
Ashton Thomas Private Wealth, LLC238,158
0.2% of portfolio›$11.3M
TCI Wealth Advisors, Inc.233,164
0.4% of portfolio›$11.0M
Ashton Thomas Securities, LLC232,123
1.2% of portfolio›$11.0M
Simon Quick Advisors, LLC228,327
0.4% of portfolio›$10.8M
Avantax Planning Partners, Inc.228,055
0.3% of portfolio›$10.8M
PFG Advisors224,588
0.5% of portfolio›$10.6M
Stewardship Advisors, LLC220,657
2.2% of portfolio›$10.5M
Joel Adams & Associates, Inc.217,143
6.5% of portfolio›$10.3M
Capstone Capital LLC215,948
5.7% of portfolio›$10.2M
Cullen T Bankers, Inc.214,562
0.1% of portfolio›$10.2M
Roth Financial Partners LLC214,080
3.0% of portfolio›$10.1M
Physician Wealth Solutions Inc.213,821
4.0% of portfolio›$10.1M
Royal Harbor Partners, LLC207,855
3.0% of portfolio›$9.8M
Verus Financial Partners, Inc.200,940
0.8% of portfolio›$9.5M
San Luis Wealth Advisors LLC195,434
1.4% of portfolio›$9.3M
Forvis Mazars Wealth Advisors, LLC195,360
0.2% of portfolio›$9.3M
One Advisory Partners, LLC192,622
2.5% of portfolio›$9.1M
Liberty Capital Management, Inc.192,400
1.5% of portfolio›$9.1M
TruNorth Capital Management, LLC190,372
1.4% of portfolio›$9.0M
Joseph Group Capital Management187,592
1.6% of portfolio›$8.9M
Beacon Wealthcare LLC186,761
2.8% of portfolio›$8.8M
Daymark Wealth Partners, LLC185,585
0.2% of portfolio›$8.8M
Washington Trust Advisors, Inc.185,124
0.6% of portfolio›$8.8M
Mustard Seed Financial, LLC180,049
4.4% of portfolio›$8.5M
Brandywine OAK Private Wealth LLC179,091
0.6% of portfolio›$8.5M
Collective Family Office LLC178,370
1.7% of portfolio›$8.4M
Anderson Hoagland & Co178,099
0.7% of portfolio›$8.6M
Park Avenue Securities LLC172,062
0.0% of portfolio›$8.1K
Genesis Private Wealth, LLC171,412
2.3% of portfolio›$8.1M
Wealthcare Advisory Partners LLC170,743
0.1% of portfolio›$8.1M
Firestone Capital Management169,224
1.5% of portfolio›$8.0M
Northern Lights Advisors, Inc.168,145
4.1% of portfolio›$8.0M
OpenArc Corporate Advisory, LLC168,017
0.1% of portfolio›$8.0M
Cooper S Advisors, LLC166,716
3.4% of portfolio›$7.9M
Laurel OAK Wealth Management, LLC163,744
1.1% of portfolio›$7.8M
Capital Advisors Wealth Management, LLC163,721
0.9% of portfolio›$7.8M
Soltis Investment Advisors LLC163,448
0.4% of portfolio›$7.7M
Vannoy Advisory Group, Inc.163,369
4.5% of portfolio›$7.7M
Hurlow Wealth Management Group, Inc.158,095
1.6% of portfolio›$7.5M
Moody National Bank Trust Division157,974
0.6% of portfolio›$7.5M
Veratis Advisors, Inc.156,712
5.6% of portfolio›$7.4M
RTD Financial Advisors, Inc.155,857
0.8% of portfolio›$7.4M
Master's Wealth Management Inc.154,813
2.1% of portfolio›$7.3M
Eagle Rock Investment Company, LLC153,896
0.9% of portfolio›$7.3M
Strategic Blueprint, LLC153,306
0.4% of portfolio›$7.3M
Websterrogers Financial Advisors, LLC153,176
1.9% of portfolio›$7.3M
Ironwood Wealth Management, Llc.151,776
1.6% of portfolio›$7.2M
MGO One Seven LLC150,630
0.1% of portfolio›$7.1M
Trinity Financial Advisors LLC143,456
1.7% of portfolio›$6.8M
Chesley Taft & Associates LLC143,189
0.3% of portfolio›$6.8M
Vested Financial Planning, LLC142,060
4.7% of portfolio›$6.7M
Diversify Wealth Management, LLC142,029
0.1% of portfolio›$6.8M
Diversify Advisory Services, LLC142,029
0.1% of portfolio›$6.8M
Schneider Downs Wealth Management Advisors, LP134,024
0.6% of portfolio›$6.3M
Patriot Investment Management Group, Inc.130,203
0.4% of portfolio›$6.2M
Buttonwood Financial Group, LLC128,160
3.1% of portfolio›$6.1M
IFP Advisors, Inc124,180
0.1% of portfolio›$5.9M
Rainey & Randall Wealth Advisors Inc.124,005
0.8% of portfolio›$5.9M
Detalus Advisors, LLC123,880
1.2% of portfolio›$5.9M
Kings Path Partners LLC123,163
1.5% of portfolio›$5.8M
Visionary Wealth Advisors122,000
0.2% of portfolio›$5.8M
Brown Wealth Management, LLC118,812
1.2% of portfolio›$5.6M
Diversified Portfolios, Inc.114,645
0.4% of portfolio›$5.4M
Stage Harbor Financial, LLC112,965
3.0% of portfolio›$5.4M
American Financial & TAX Strategies Inc111,715
2.4% of portfolio›$5.3M
First Affirmative Financial Network111,335
1.2% of portfolio›$5.3M
Xena Financial Planning, LLC110,711
5.0% of portfolio›$5.2M
Element Pointe Advisors, LLC110,086
0.7% of portfolio›$5.2M
Mariner Investment Group LLC110,000
0.9% of portfolio›$5.2M
Amicus Financial Advisors, LLC109,834
1.3% of portfolio›$5.2M
Retirement Investment Advisors, Inc.109,202
0.4% of portfolio›$5.2M
K2 Financial Inc.109,025
3.6% of portfolio›$5.2M
NewCorp Financial Services, Inc.107,813
3.9% of portfolio›$5.1M
Rochester Wealth Strategies, LLC107,597
2.8% of portfolio›$5.1M
Diversified Enterprises, LLC106,683
0.2% of portfolio›$5.1M
Plancorp, LLC106,655
0.1% of portfolio›$5.2M
Leonard Rickey Investment Advisors P.L.L.C.104,869
0.8% of portfolio›$5.0M
Dickmeyer Boyce Financial Management, Inc.104,240
2.5% of portfolio›$4.9M
Envision Financial LLC103,529
2.2% of portfolio›$4.9M
Mason & Associates, LLC102,732
1.0% of portfolio›$4.9M
Motive Wealth Advisors102,712
2.0% of portfolio›$4.9M
Certior Financial Group, LLC102,433
2.6% of portfolio›$4.9M
Shade Tree Advisors LLC100,803
2.6% of portfolio›$4.8M
Legacy Wealth Partners, LLC100,586
1.0% of portfolio›$4.8M
HB Wealth Management, LLC99,957
0.0% of portfolio›$4.7M
Choreo, LLC97,823
0.0% of portfolio›$4.6M
Integrated Advisors Network LLC97,040
0.2% of portfolio›$4.6M
Mission Wealth Management, LP96,967
0.1% of portfolio›$4.6M
High Probability Advisors, LLC96,751
0.5% of portfolio›$4.6M
Lpwm LLC96,622
1.0% of portfolio›$4.6M
Watershed Private Wealth LLC96,484
1.2% of portfolio›$4.6M
Westover Capital Advisors, LLC96,050
0.7% of portfolio›$4.5M
Verus Wealth Management, LLC96,035
2.9% of portfolio›$4.5M
Elmwood Wealth Management, Inc.95,753
1.1% of portfolio›$4.5M
RFG Advisory, LLC94,811
0.1% of portfolio›$4.5M
Keystone Global Partners, LLC94,396
1.6% of portfolio›$4.5M
Capital Asset Advisory Services LLC94,231
0.2% of portfolio›$4.6M
TBH Global Asset Management, LLC93,687
0.8% of portfolio›$4.4M
Caliber Wealth Management, LLC / KS91,480
0.4% of portfolio›$4.3M
Vicus Capital91,055
0.3% of portfolio›$4.3M
Spire Wealth Management90,803
0.1% of portfolio›$4.3M
McAdam, LLC90,635
0.2% of portfolio›$4.3M
SigFig Wealth Management, LLC90,356
0.1% of portfolio›$4.3M
Olio Financial Planning89,287
1.1% of portfolio›$4.2M
First Heartland Consultants, Inc.89,244
0.3% of portfolio›$4.2M
Elser Financial Planning, Inc88,639
0.2% of portfolio›$4.2M
Csenge Advisory Group87,733
0.2% of portfolio›$4.2M
Grey Fox Wealth Advisors, LLC87,610
0.6% of portfolio›$4.1M
Insight Wealth Strategies, LLC86,913
0.4% of portfolio›$4.1M
L.K. Benson & Company, P.C.86,791
1.2% of portfolio›$4.1M
Cherry Tree Wealth Management, LLC86,424
0.8% of portfolio›$4.1M
Davenport & Co LLC86,042
0.0% of portfolio›$4.1M
Jnba Financial Advisors85,308
0.3% of portfolio›$4.0M
Sellwood Investment Partners LLC85,006
1.4% of portfolio›$4.0M
Pinnacle Associates LTD84,741
0.0% of portfolio›$4.0M
Flagship Wealth Advisors, LLC84,682
0.9% of portfolio›$4.0M
Sage Mountain Advisors LLC83,979
0.2% of portfolio›$4.0M
Pinnacle Wealth Management Advisory Group, LLC83,294
0.2% of portfolio›$3.9M
Sterling Financial Planning, Inc.83,213
1.1% of portfolio›$3.9M
Bear Mountain Capital, Inc.82,403
1.1% of portfolio›$4.0M
Allodium Investment Consultants, LLC82,376
1.6% of portfolio›$3.9M
Goodman Advisory Group, LLC81,744
0.9% of portfolio›$3.9M
Steph & Co81,726
1.0% of portfolio›$3.9M
Morton Brown Family Wealth, LLC81,696
0.9% of portfolio›$3.9M
Parallel Advisors, LLC81,213
0.1% of portfolio›$3.8M
Unique Wealth, LLC80,603
0.4% of portfolio›$3.8M
Encompass Wealth Advisors, LLC80,440
0.6% of portfolio›$3.8M
Meridian Wealth Management, LLC79,800
0.1% of portfolio›$3.8M
EverSource Wealth Advisors, LLC79,662
0.1% of portfolio›$3.8M
Brewster Financial Planning LLC77,089
2.0% of portfolio›$3.7M
Financial Planning Navigators Corp76,636
1.3% of portfolio›$3.6M
Midwest Trust Co76,507
0.0% of portfolio›$3.6M
Financial Guidance Group, Inc.76,454
1.3% of portfolio›$3.6M
Valeo Financial Advisors, LLC76,444
0.1% of portfolio›$3.6M
Ascent Group, LLC75,590
0.1% of portfolio›$3.6M
Financial Life Advisors75,472
1.0% of portfolio›$3.6M
Apollon Wealth Management, LLC72,935
0.0% of portfolio›$3.5M
Smith & Howard Wealth Management, LLC71,103
0.6% of portfolio›$3.4M
Schmidt P J Investment Management Inc70,350
0.5% of portfolio›$3.3M
William Mack & Associates, Inc.69,638
1.0% of portfolio›$3.3M
Presilium Private Wealth, LLC69,344
0.5% of portfolio›$3.3M
Bernardo Wealth Planning LLC68,730
0.3% of portfolio›$3.3M
1834 Investment Advisors Co68,413
0.4% of portfolio›$3.2M
Equita Financial Network, Inc.67,090
0.9% of portfolio›$3.2M
Fulton Bank, N.A.66,730
0.1% of portfolio›$3.2M
Wheelhouse Advisory Group LLC66,266
0.8% of portfolio›$3.1M
Creative Financial Designs Inc66,144
0.1% of portfolio›$3.1M
Ascentis Independent Advisors65,915
0.2% of portfolio›$3.1M
Capital Investment Services of America, Inc.65,775
0.3% of portfolio›$3.1M
Newman Dignan & Sheerar, Inc.65,136
0.6% of portfolio›$3.1M
MB, Levis & Associates, LLC64,530
1.1% of portfolio›$3.1M
Eclectic Associates Inc63,895
0.3% of portfolio›$3.0M
Rede Wealth, LLC63,795
1.0% of portfolio›$3.0M
Paragon Capital Management Ltd63,743
0.6% of portfolio›$3.0M
Chatham Capital Group, Inc.63,064
0.4% of portfolio›$3.0M
Robertson Stephens Wealth Management, LLC61,876
0.1% of portfolio›$2.9M
McNaughton Wealth Management, LLC61,696
1.0% of portfolio›$2.9M
CWS Financial Advisors, LLC60,418
0.6% of portfolio›$2.9M
Acima Private Wealth, LLC60,068
0.8% of portfolio›$2.8M
Mattern Capital Management, LLC59,952
0.3% of portfolio›$2.8M
Sonata Capital Group Inc59,830
0.9% of portfolio›$2.8M
Cornerstone Wealth Management, LLC59,806
0.1% of portfolio›$2.8M
Rainier Family Wealth Inc59,728
1.4% of portfolio›$2.8M
Timonier Family Office, Ltd.59,462
1.0% of portfolio›$2.8M
Atria Investments, Inc59,212
0.0% of portfolio›$2.8M
Skyline Advisors, Inc.59,109
0.9% of portfolio›$2.8M
United Advisor Group, LLC58,985
0.3% of portfolio›$2.8M
Advisory Solutions Group, LLC58,885
0.6% of portfolio›$2.8M
Laurel Wealth Advisors LLC58,619
0.3% of portfolio›$2.8M
Kuhn & Co Investment Counsel58,284
1.5% of portfolio›$2.8M
Asset Allocation Strategies LLC58,185
0.4% of portfolio›$2.8M
LiftPoint Family Wealth Advisors LLC58,039
1.8% of portfolio›$2.7M
Moneywise, Inc.57,438
2.6% of portfolio›$2.7M
Dynamic Advisor Solutions LLC57,321
0.1% of portfolio›$2.7M
Oasis Advisors, LLC57,307
1.1% of portfolio›$2.7M
Steele Capital Management, Inc.56,781
0.1% of portfolio›$2.7M
Galvin, Gaustad & Stein, LLC56,304
0.2% of portfolio›$2.7M
VestGen Advisors, LLC56,269
0.1% of portfolio›$2.7M
Claro Advisors Inc.55,955
0.3% of portfolio›$2.7M
TD Private Client Wealth LLC55,925
0.0% of portfolio›$2.6M
Bailard, Inc.55,676
0.1% of portfolio›$2.6M
RCS Financial Planning, LLC54,685
1.4% of portfolio›$2.6M
Great Waters Wealth Management54,486
0.2% of portfolio›$2.6M
Heritage Family Offices, LLP54,325
0.9% of portfolio›$2.6M
Peak Wealth Management LLC54,207
1.8% of portfolio›$2.6M
Private Client Services, LLC54,081
0.7% of portfolio›$2.6M
Culbertson A N & Co Inc53,650
0.3% of portfolio›$2.5M
HUB Investment Partners, LLC53,092
0.0% of portfolio›$2.5M
TPG Advisors LLC53,022
1.3% of portfolio›$2.5M
Blue Trust, Inc.52,840
0.0% of portfolio›$2.5M
Precedent Wealth Partners, LLC52,666
0.4% of portfolio›$2.5M
ACT Wealth Management, LLC51,786
0.7% of portfolio›$2.5M
Mann Financial Group, Inc.51,590
2.0% of portfolio›$2.4M
Chicago Partners Investment Group LLC51,146
0.0% of portfolio›$2.5M
Sincerus Advisory, LLC50,474
1.6% of portfolio›$2.4M
TSG Advice Partners, LLC50,316
0.3% of portfolio›$2.5M
Archer Investment Management, LLC50,053
0.7% of portfolio›$2.4M
Surience Private Wealth LLC50,022
2.3% of portfolio›$2.4M
Mullooly Asset Management, Inc.48,392
0.7% of portfolio›$2.3M
Enclave Advisors LLC48,095
0.3% of portfolio›$2.3M
Fiduciary Financial Group, LLC48,049
0.3% of portfolio›$2.3M
SAX Wealth Advisors, LLC48,032
0.1% of portfolio›$2.3M
Blume Capital Management, Inc.47,700
0.3% of portfolio›$2.3M
Stone Loft Wealth Management LLC47,414
1.2% of portfolio›$2.2M
Rockwood Wealth Management, LLC47,240
0.1% of portfolio›$2.2M
DeLarme Wealth Management, Inc.46,976
1.3% of portfolio›$2.2M
Wedbush Securities Inc46,685
0.0% of portfolio›$2.2K
Golden Bell Financial Planning LLC46,343
1.6% of portfolio›$2.2M
Axxcess Wealth Management, LLC46,235
0.1% of portfolio›$2.2M
Burney Co/45,447
0.1% of portfolio›$2.2M
Wrenne Financial Planning LLC45,349
0.7% of portfolio›$2.1M
Compass Planning Associates Inc45,121
1.1% of portfolio›$2.1M
Rare Wolf Capital LLC45,111
1.3% of portfolio›$2.1M
Gutierrez Wealth Advisory, LLC44,614
1.1% of portfolio›$2.1M
High Net Worth Advisory Group LLC43,552
0.4% of portfolio›$2.1M
SteelPeak Wealth, LLC43,488
0.1% of portfolio›$2.1M
Armstrong Advisory Group, Inc43,376
0.1% of portfolio›$2.1M
S.A. Mason LLC43,100
0.6% of portfolio›$2.0M
Leeward Financial Partners, LLC42,632
0.5% of portfolio›$2.0M
Manuka Financial, LLC42,299
1.0% of portfolio›$2.0M
Compass Financial Group, Inc42,251
0.2% of portfolio›$2.0M
WBH Advisory Inc42,138
0.1% of portfolio›$2.0M
Heck Capital Advisors, LLC42,100
0.1% of portfolio›$2.0M
Advus Financial Partners, LLC41,762
0.6% of portfolio›$2.0M
Allen Capital Group, LLC41,140
0.2% of portfolio›$1.9M
Argos Wealth Advisors, LLC40,908
0.5% of portfolio›$1.9M
Independent Financial Group, LLC40,626
0.0% of portfolio›$1.9M
Twele Capital Management, Inc.40,307
0.3% of portfolio›$1.9M
May Hill Capital, LLC39,990
0.4% of portfolio›$1.9M
CGN Advisors LLC39,799
0.1% of portfolio›$1.9M
Breakwater Investment Management39,467
0.6% of portfolio›$1.9M
Kane Co Wealth Management, Inc.39,350
1.5% of portfolio›$1.9M
Cranbrook Wealth Management, LLC39,339
0.4% of portfolio›$1.9M
Brighton Jones LLC38,883
0.0% of portfolio›$1.8M
Align Financial, LLC38,746
0.9% of portfolio›$1.8M
Gray Private Wealth, LLC38,707
0.7% of portfolio›$1.8M
LJI Wealth Management, LLC38,544
0.3% of portfolio›$1.8M
Mill Capital Management, LLC38,371
0.1% of portfolio›$1.8M
Elevation Point Wealth Partners, LLC37,737
0.0% of portfolio›$1.8M
Black Diamond Financial, LLC37,437
0.2% of portfolio›$1.8M
Sepio Capital, LP37,094
0.1% of portfolio›$1.8M
Perryman Financial Advisory Inc36,860
0.2% of portfolio›$1.7M
Life Planning Partners, Inc36,688
1.4% of portfolio›$1.7M
GEN Financial Management, Inc.36,465
0.9% of portfolio›$1.7M
Financial Architects, LLC36,080
0.9% of portfolio›$1.7M
Provenance Wealth Advisors, LLC36,011
0.1% of portfolio›$1.7M
TSA Wealth Managment LLC35,238
0.5% of portfolio›$1.7M
Tenet Wealth Partners, LLC35,003
1.2% of portfolio›$1.7M
Evansbrook LLC34,960
1.0% of portfolio›$1.7M
Private Trust Co NA34,801
0.1% of portfolio›$1.6M
Relyea Zuckerberg Hanson LLC34,742
0.1% of portfolio›$1.6M
Legacy Advisors, LLC34,502
0.2% of portfolio›$1.6M
Cannon Financial Strategists, Inc.34,490
0.2% of portfolio›$1.6M
Highline Wealth Partners LLC34,451
0.3% of portfolio›$1.6M
Polaris Investment Advisors, LLC34,431
1.0% of portfolio›$1.6M
Scott Capital Advisors, LLC34,343
0.2% of portfolio›$1.6M
Berman McAleer LLC34,206
0.2% of portfolio›$1.6M
Balance Wealth Partners LLC34,107
0.4% of portfolio›$1.6M
Bluestem Financial Advisors, LLC34,086
0.6% of portfolio›$1.6M
Firethorn Wealth Partners, LLC34,056
0.5% of portfolio›$1.6M
Coastline Trust Co33,933
0.1% of portfolio›$1.6M
Carolina Wealth Management Inc33,881
0.7% of portfolio›$1.6M
Oppenheimer & Co Inc33,766
0.0% of portfolio›$1.6M
M Holdings Securities, Inc.33,589
0.0% of portfolio›$1.6K
Agate Pass Investment Management, LLC33,492
0.6% of portfolio›$1.6M
Silverlake Wealth Management LLC33,311
0.3% of portfolio›$1.6M
McGlone Suttner Wealth Management, Inc.33,263
0.2% of portfolio›$1.6M
Cyr Financial Inc.32,808
0.8% of portfolio›$1.6M
Catalyst Private Wealth, LLC32,754
0.6% of portfolio›$1.6M
Phillips Financial Management, LLC32,739
0.1% of portfolio›$1.6M
TFB Advisors LLC32,700
0.6% of portfolio›$1.5M
Greenspring Advisors, LLC32,552
0.1% of portfolio›$1.5M
Everhart Financial Group, Inc.32,542
0.1% of portfolio›$1.5M
W Advisors, LLC32,295
0.7% of portfolio›$1.5M
Apeiron RIA LLC32,064
0.3% of portfolio›$1.5M
Hoxton Planning & Management, LLC31,968
0.4% of portfolio›$1.5M
Evolution Wealth Advisors, LLC31,731
0.2% of portfolio›$1.5M
FAI Advisors, Inc.31,490
0.6% of portfolio›$1.5M
Busey Bank31,382
0.0% of portfolio›$1.5M
Bryn Mawr Trust Advisors, LLC31,281
0.1% of portfolio›$1.5M
First Pacific Financial31,180
0.2% of portfolio›$1.5M
Glass Jacobson Investment Advisors llc30,953
0.4% of portfolio›$1.5M
AdvisorNet Financial, Inc30,684
0.1% of portfolio›$1.5M
Hudson Oak Wealth Advisory LLC30,680
1.1% of portfolio›$1.5M
Kingswood Wealth Advisors, LLC30,595
0.1% of portfolio›$1.4M
A4 Wealth Advisors LLC30,418
0.9% of portfolio›$1.4M
Gamma Investing LLC30,252
0.0% of portfolio›$1.4M
Quantum Financial Partners LLC30,241
0.7% of portfolio›$1.4M
Intergy Private Wealth, LLC30,225
0.3% of portfolio›$1.4M
Eagle Harbor Asset Management Inc29,985
1.1% of portfolio›$1.4M
Triad Wealth Partners, LLC29,758
0.1% of portfolio›$1.4M
Fiduciary Alliance LLC29,584
0.1% of portfolio›$1.4M
Cypress Wealth Services, LLC29,486
0.2% of portfolio›$1.4M
Koshinski Asset Management, Inc.29,188
0.1% of portfolio›$1.4M
Wesbanco Bank Inc28,972
0.0% of portfolio›$1.4M
Human Investing LLC28,892
0.2% of portfolio›$1.4M
Centurion Wealth Management LLC28,876
0.3% of portfolio›$1.4M
Signal Advisors Wealth, LLC28,849
0.1% of portfolio›$1.4M
NorthCrest Asset Manangement, LLC28,833
0.0% of portfolio›$1.4M
Columbus Macro, LLC28,828
0.1% of portfolio›$1.4M
Cyndeo Wealth Partners, LLC28,791
0.1% of portfolio›$1.4M
SwitchPoint Financial Planning, LLC28,641
0.8% of portfolio›$1.4M
Prosperity Planning, Inc.28,393
0.3% of portfolio›$1.3M
BLB&B Advisors, LLC28,375
0.0% of portfolio›$1.3M
Alhambra Investment Management LLC28,294
0.6% of portfolio›$1.3M
Acorn Wealth Advisors, LLC28,130
0.3% of portfolio›$1.3M
GSG Advisors LLC27,995
0.3% of portfolio›$1.3M
FC Advisory LLC27,359
0.3% of portfolio›$1.3M
Coquina Private Wealth LLC27,268
0.9% of portfolio›$1.3M
ARS Wealth Advisors Group, LLC27,228
0.1% of portfolio›$1.3M
Norden Group LLC27,080
0.1% of portfolio›$1.3M
Central Pacific Bank - Trust Division26,930
0.1% of portfolio›$1.3M
Beaumont Financial Advisors, LLC26,783
0.1% of portfolio›$1.3M
James Investment Research, Inc.26,210
0.1% of portfolio›$1.2M
Capital Investment Counsel, LLC26,059
0.2% of portfolio›$1.2M
Titleist Asset Management, LLC25,987
0.1% of portfolio›$1.2M
Fort Washington Investment Advisors Inc25,746
0.0% of portfolio›$1.2M
Epiq Partners, LLC25,741
0.5% of portfolio›$1.2M
Opal Wealth Advisors, LLC25,301
0.2% of portfolio›$1.2M
ShoreHaven Wealth Partners, LLC25,131
0.4% of portfolio›$1.2M
Alliance Wealth Advisors, LLC25,000
0.4% of portfolio›$1.2M
Carter Financial Group, Inc.24,922
0.6% of portfolio›$1.2M
Colony Family Offices, LLC24,836
0.3% of portfolio›$1.2M
Brucke Financial, Inc.24,702
0.5% of portfolio›$1.2M
White Lighthouse Investment Management Inc.24,677
0.1% of portfolio›$1.2M
Trilogy Capital Inc.24,575
0.0% of portfolio›$1.2M
Stonehearth Capital Management, LLC24,216
0.4% of portfolio›$1.1M
Wlth Capital Management, LLC24,132
7.0% of portfolio›$1.1M
Quadrant Private Wealth Management, LLC23,970
0.2% of portfolio›$1.1M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors23,791
0.1% of portfolio›$1.1M
Compass Ion Advisors, LLC23,571
0.1% of portfolio›$1.1M
Eagle Global Advisors LLC23,550
0.0% of portfolio›$1.1M
Trellis Wealth Advisors LLC23,480
0.4% of portfolio›$1.1M
Prospera Capital Management, LLC23,348
0.3% of portfolio›$1.1M
Wealth Alliance Advisory Group, LLC23,282
0.2% of portfolio›$1.1M
River's Edge Wealth Management, LLC23,226
0.9% of portfolio›$1.1M
TriaGen Wealth Management LLC23,096
0.3% of portfolio›$1.1M
Tenon Financial LLC23,085
0.3% of portfolio›$1.1M
Tenzing Financial LLC23,014
0.7% of portfolio›$1.1M
Perennial Advisors, LLC22,940
0.2% of portfolio›$1.1M
LifeGoal Investments, LLC22,753
0.3% of portfolio›$1.1M
XML Financial, LLC22,439
0.1% of portfolio›$1.1M
Aletheian Wealth Advisors LLC22,009
0.4% of portfolio›$1.0M
Rossby Financial, LCC22,005
0.2% of portfolio›$1.0M
Saxony Capital Management, LLC21,872
0.4% of portfolio›$1.0M
Landmark Wealth Management, LLC21,679
0.2% of portfolio›$1.0M
Farrell Financial LLC21,654
0.5% of portfolio›$1.0M
KRM Wealth Management L.L.C.21,511
0.4% of portfolio›$1.0M
Shakespeare Wealth Management, LLC21,338
0.2% of portfolio›$1.0M
SmartHarvest Portfolios, LLC21,329
0.4% of portfolio›$1.0M
Center for Financial Planning, Inc.21,318
0.1% of portfolio›$1.0M
Boyd Wealth Management, LLC21,259
0.4% of portfolio›$1.0M
Donalies Financial Planning, LLC21,258
0.7% of portfolio›$1.0M
PKS Advisory Services, LLC21,161
0.2% of portfolio›$1.1M
Cutler Investment Counsel LLC21,144
0.1% of portfolio›$1.0M
Prospera Financial Services Inc20,957
0.0% of portfolio›$1.0M
Occidental Asset Management, LLC20,863
0.1% of portfolio›$988.1K
D.A. Davidson & Co.20,806
0.0% of portfolio›$985.4K
Ballast Rock Private Wealth LLC20,603
0.5% of portfolio›$975.7K
Columbia Bank20,330
0.2% of portfolio›$962.8K
Wolff Financial Management LLC20,246
0.2% of portfolio›$958.9K
Root Financial Partners, LLC20,244
0.0% of portfolio›$958.8K
StoneX Group Inc.20,222
0.0% of portfolio›$960.0K
Community Trust & Investment Co20,135
0.0% of portfolio›$953.6K
Fifth Third Securities, Inc.19,829
0.0% of portfolio›$939.1K
Lockerman Financial Group, Inc.19,660
1.3% of portfolio›$931.1K
Founders Financial Securities LLC19,608
0.0% of portfolio›$928.6K
W.H. Cornerstone Investments Inc.19,235
0.5% of portfolio›$911.0K
Kathmere Capital Management, LLC19,217
0.0% of portfolio›$910.1K
Flagship Harbor Advisors, LLC19,215
0.0% of portfolio›$910.0K
EPG Wealth Management LLC19,194
0.2% of portfolio›$909.0K
Journey Beyond Wealth, LLC19,015
0.7% of portfolio›$900.6K
FF Advisors,LLC18,864
0.3% of portfolio›$893.4K
Valley Forge Investment Consultants Inc ADV18,814
0.2% of portfolio›$891.0K
Procyon Advisors, LLC18,716
0.0% of portfolio›$886.4K
MMA Asset Management LLC18,649
0.3% of portfolio›$883.2K
Frank, Rimerman Advisors LLC18,614
0.0% of portfolio›$881.5K
Stirlingshire Investments, Inc.18,288
0.6% of portfolio›$866.1K
Elevate Wealth Advisory, Inc18,255
0.4% of portfolio›$864.6K
Kohmann Bosshard Financial Services, LLC18,206
0.1% of portfolio›$862.2K
Integrity Advisory Solutions, LLC18,149
0.1% of portfolio›$859.6K
MCF Advisors LLC18,123
0.0% of portfolio›$858.3K
Revisor Wealth Management LLC18,051
0.2% of portfolio›$864.6K
Summit Asset Management, LLC18,008
0.1% of portfolio›$852.9K
Wilmington Savings Fund Society, FSB17,958
0.0% of portfolio›$850.5K
Lynx Investment Advisory17,900
0.3% of portfolio›$847.7K
Ascent Wealth Partners, LLC17,829
0.1% of portfolio›$844.4K
Baker Tilly Wealth Management, LLC17,363
0.2% of portfolio›$822.3K
WPG Advisers, LLC17,346
0.4% of portfolio›$821.5K
Hudock, Inc.17,220
0.1% of portfolio›$815.5K
Charles Schwab Trust Co17,211
0.0% of portfolio›$815.1K
Albion Financial Group17,200
0.0% of portfolio›$814.6K
Canopy Partners, LLC17,194
0.2% of portfolio›$814.3K
Parsons Capital Management Inc17,188
0.0% of portfolio›$814.0K
Clearview Wealth Management LLC17,121
0.6% of portfolio›$815.8K
Horizons Wealth Management17,103
0.5% of portfolio›$810.0K
Blankinship & Foster, LLC16,489
0.2% of portfolio›$780.9K
Inspirion Wealth Advisors, LLC16,384
0.1% of portfolio›$775.9K
Omni 360 Wealth, Inc.16,286
0.3% of portfolio›$771.3K
Cypress Point Wealth Management, LLC16,272
0.1% of portfolio›$770.6K
Breakwater Capital Group16,272
0.1% of portfolio›$770.6K
Southland Equity Partners LLC16,209
0.1% of portfolio›$767.7K
Affinity Capital Advisors, LLC16,133
0.1% of portfolio›$763.4K
Smithbridge Asset Management Inc16,095
0.1% of portfolio›$762.3K
Accredited Investor Services, LLC16,086
0.4% of portfolio›$761.8K
Svrn Asset Management, LLC15,915
0.4% of portfolio›$753.7K
Wetzel Investment Advisors, Inc.15,888
0.3% of portfolio›$752.5K
Benchmark Financial, LLC15,828
0.6% of portfolio›$749.6K
Hengehold Capital Management LLC15,825
0.1% of portfolio›$749.5K
Able Financial Group, LLC15,820
0.1% of portfolio›$749.2K
Archford Capital Strategies, LLC15,533
0.1% of portfolio›$735.6K
Integrity Investment Advisors, LLC15,337
0.3% of portfolio›$726.4K
CWA Asset Management Group, LLC15,244
0.0% of portfolio›$722.0K
Parkside Financial Bank & Trust15,242
0.0% of portfolio›$721.9K
YHB Investment Advisors, Inc.15,173
0.0% of portfolio›$718.6K
SP Asset Management LLC15,117
0.1% of portfolio›$715.9K
Connecticut Wealth Management, LLC14,995
0.0% of portfolio›$710.2K
Cypress Financial Planning LLC14,949
0.2% of portfolio›$708.0K
Pinnacle Bancorp, Inc.14,853
0.2% of portfolio›$703.4K
Embree Financial Group14,821
0.1% of portfolio›$701.9K
Ariston Services Group14,666
0.4% of portfolio›$694.6K
Allegiance Financial Group Advisory Services LLC14,653
0.1% of portfolio›$694.0K
Roman Butler Fullerton & Co14,450
0.2% of portfolio›$693.8K
Leo Wealth, LLC14,271
0.1% of portfolio›$675.9K
Jordan Park Trust Co LLC14,094
0.4% of portfolio›$667.5K
Brookmont Capital Management14,073
0.4% of portfolio›$666.5K
American National Bank & Trust13,941
0.1% of portfolio›$660.2K
Verum Partners LLC13,820
0.1% of portfolio›$654.5K
Midwest Financial Partners Investments, Inc.13,819
0.3% of portfolio›$654.5K
Total Clarity Wealth Management, Inc.13,705
0.1% of portfolio›$649.1K
Bond & Devick Financial Network, Inc.13,688
0.2% of portfolio›$648.3K
Richardson Financial Services Inc.13,449
0.4% of portfolio›$636.9K
Stordahl Capital Management, Inc.13,347
0.1% of portfolio›$632.1K
Revolve Wealth Partners, LLC13,294
0.1% of portfolio›$629.6K
Stone Summit Wealth LLC13,040
0.2% of portfolio›$617.6K
Bfsg, LLC12,969
0.1% of portfolio›$614.2K
Camden National Bank12,946
0.1% of portfolio›$613.1K
Johnson Bixby & Associates, LLC12,919
0.1% of portfolio›$611.8K
HT Partners LLC12,904
0.2% of portfolio›$611.1K
Symmetry Partners, LLC12,904
0.0% of portfolio›$611.1K
Neumann Capital Management, LLC12,850
0.2% of portfolio›$608.6K
Factor Wealth Management LTD12,826
0.1% of portfolio›$607.4K
Argonautica Private Wealth Management, Inc12,810
0.2% of portfolio›$606.7K
Global Wealth Strategies & Associates12,701
0.1% of portfolio›$601.5K
Haven Private, LLC12,650
0.2% of portfolio›$599.1K
Chris Bulman Inc12,547
0.2% of portfolio›$594.2K
Signature Estate & Investment Advisors LLC12,529
0.0% of portfolio›$593.4K
Navigate Wealth Management, LLC12,524
0.4% of portfolio›$592.6K
GC Wealth Management RIA, LLC12,492
0.0% of portfolio›$591.6K
Hunter Associates Investment Management LLC12,472
0.0% of portfolio›$592
LVW Advisors, LLC12,348
0.0% of portfolio›$584.8K
Caldwell Trust Co12,312
0.0% of portfolio›$583.1K
MW Advisory, LLC12,286
0.2% of portfolio›$581.9K
Bdfs Capital LLC12,164
0.3% of portfolio›$576.1K
Pension & Wealth Management Advisors, Inc.12,107
0.1% of portfolio›$573.4K
Copper Harbor Investment Advisors, LLC11,935
0.1% of portfolio›$565.2K
4Wealth Advisors, Inc.11,841
0.4% of portfolio›$555.9K
Lodestar Private Asset Management LLC11,815
0.0% of portfolio›$559.6K
Rose Capital Advisors LLC11,814
0.1% of portfolio›$559.5K
First Merchants Corp11,750
0.0% of portfolio›$556.5K
Keystone Wealth Services, LLC11,729
0.1% of portfolio›$550.6K
Carrera Capital Advisors11,718
0.1% of portfolio›$554.9K
International Assets Investment Management, LLC11,683
0.0% of portfolio›$554.6K
Nicholas Hoffman & Company, Llc.11,647
0.0% of portfolio›$551.6K
Simplicity Wealth,LLC11,539
0.0% of portfolio›$546.5K
FSM Wealth Advisors, LLC11,496
0.1% of portfolio›$544.0K
Arwa LLC11,430
0.2% of portfolio›$544.7K
Patriot Financial Group Insurance Agency, LLC11,406
0.1% of portfolio›$540.2K
Retirement Planning Group, LLC11,303
0.0% of portfolio›$535.3K
Sigma Investment Counselors Inc11,248
0.0% of portfolio›$532.7K
Englebert Financial Advisers, LLC11,215
0.5% of portfolio›$531.1K
Destiny Wealth Partners, LLC11,179
0.1% of portfolio›$544.8K
SpringVest Wealth Management LLC11,143
0.3% of portfolio›$527.7K
Veery Capital, LLC11,055
0.1% of portfolio›$523.6K
Beacon Financial Group11,052
0.0% of portfolio›$523.4K
Westside Investment Management, Inc.11,037
0.1% of portfolio›$522.1K
Latitude Advisors, LLC10,962
0.2% of portfolio›$519.2K
Northwest Wealth Management, LLC10,882
0.1% of portfolio›$515.4K
Broussard Financial Group LLC10,860
0.4% of portfolio›$514.3K
Holos Integrated Wealth LLC10,800
0.2% of portfolio›$518.5K
Hyposwiss Advisors SA10,736
0.5% of portfolio›$508.5K
Sutton Place Investors LLC10,552
0.2% of portfolio›$499.7K
Pacific Park Financial, Inc.10,467
0.3% of portfolio›$495.7K
Mainsail Financial Group, LLC10,430
0.2% of portfolio›$494.0K
Christensen, King & Associates Investment Services, Inc.10,415
0.2% of portfolio›$493.3K
Wealth Management Resources, Inc.10,373
0.2% of portfolio›$491.3K
Erickson Financial Group, LLC10,329
0.3% of portfolio›$489.2K
3 Factor Indexing, LLC10,315
0.4% of portfolio›$488.5K
Southern Michigan Bank & Trust10,127
0.2% of portfolio›$479.6K
Kelly Financial Services LLC10,094
0.1% of portfolio›$478.1K
Values Added Financial LLC10,087
0.2% of portfolio›$477.7K
Curbstone Financial Management Corp10,050
0.1% of portfolio›$476.0K
Guardsman Private Capital Management, Inc.9,910
0.3% of portfolio›$469.3K
Retirement Financial Solutions, LLC9,886
0.1% of portfolio›$468.2K
Burk Holdings LLC9,878
0.2% of portfolio›$467.8K
First Financial Group Corp9,739
0.4% of portfolio›$461.2K
Summit Wealth Group LLC / Co9,726
0.0% of portfolio›$460.6K
Uptick Partners, LLC9,712
0.1% of portfolio›$460.0K
Hummer Financial Advisory Services Inc9,600
0.3% of portfolio›$454.7K
Monument Group Wealth Advisors, LLC9,546
0.2% of portfolio›$452.1K
Walkner Condon Financial Advisors LLC9,408
0.0% of portfolio›$445.6K
Anchyra Partners LLC9,405
0.1% of portfolio›$445.4K
HCR Wealth Advisors9,334
0.0% of portfolio›$442.1K
Global Wealth Management Investment Advisory, Inc.9,287
0.1% of portfolio›$439.8K
PUREfi Wealth, LLC9,277
0.2% of portfolio›$439.4K
Centerline Wealth Advisors, LLC9,256
0.1% of portfolio›$438.4K
Ellis Investment Partners, LLC9,158
0.1% of portfolio›$433.7K
Next Level Wealth Planning, LLC9,088
0.2% of portfolio›$430.4K
Bullseye Investment Management, LLC9,075
0.2% of portfolio›$429.8K
Traveka Wealth, LLC8,978
0.1% of portfolio›$425.2K
Stevens Capital Partners8,973
0.1% of portfolio›$424.9K
MassMutual Private Wealth & Trust, FSB8,911
0.0% of portfolio›$422.0K
Artesa Financial Group, LLC8,775
0.3% of portfolio›$415.6K
Shearwater Capital LLC8,739
0.2% of portfolio›$413.9K
Sigma Planning Corp8,728
0.0% of portfolio›$428.1K
Austin Asset Management Co Inc8,654
0.1% of portfolio›$409.9K
Verdence Capital Advisors LLC8,648
0.0% of portfolio›$409.6K
RMR Wealth Builders8,611
0.0% of portfolio›$407.8K
Clear Creek Financial Management, LLC8,560
0.0% of portfolio›$405.4K
Allstreet Capital Advisors LLC8,559
0.3% of portfolio›$405.3K
NWF Advisory Services Inc.8,487
0.0% of portfolio›$402.0K
Virtue Asset Management LLC8,455
0.3% of portfolio›$400.4K
JB Capital LLC8,283
0.0% of portfolio›$392.3K
Heritage Wealth Management, Inc.8,265
0.1% of portfolio›$391.4K
EnRich Financial Partners LLC8,256
0.1% of portfolio›$391.0K
L. Roy Papp & Associates, LLP8,200
0.0% of portfolio›$388.4K
Realta Investment Advisors8,180
0.1% of portfolio›$387.4K
Dominguez Wealth Management Solutions, Inc.8,099
0.2% of portfolio›$383.6K
Shepherd Street Advisors LLC8,085
0.3% of portfolio›$383.1K
Sawgrass Asset Management LLC8,085
0.1% of portfolio›$382.9K
XY Planning Network, Inc.7,938
0.0% of portfolio›$375.9K
Victory Financial Group, LLC7,896
0.0% of portfolio›$374.0K
Appleton Partners Inc7,892
0.0% of portfolio›$374
Long Island Wealth Management, Inc.7,889
0.1% of portfolio›$373.6K
Navigoe, LLC7,871
0.0% of portfolio›$372
B. Riley Wealth Advisors, Inc.7,792
0.0% of portfolio›$369.0K
Narus Financial Partners, LLC7,764
0.1% of portfolio›$367.7K
Gerber Kawasaki Wealth & Investment Management7,727
0.0% of portfolio›$366.0K
Sovran Advisors, LLC7,684
0.0% of portfolio›$374.2K
Serenity Investment Advisors7,605
0.2% of portfolio›$360.2K
Penobscot Wealth Management7,589
0.1% of portfolio›$359.4K
Roan Capital Partners7,578
0.3% of portfolio›$358.9K
Whalen Wealth Management Inc.7,529
0.2% of portfolio›$356.6K
Northland Capital Management LLC7,517
0.2% of portfolio›$356.0K
Iron Financial LLC7,480
0.1% of portfolio›$354.3K
LongView Wealth Management7,443
0.1% of portfolio›$352.5K
True North Advisors, LLC7,430
0.0% of portfolio›$351.9K
Nilsine Partners, LLC7,349
0.0% of portfolio›$348.0K
Confluence Wealth Services, Inc.7,279
0.0% of portfolio›$344.7K
Birch Financial Group, LLC7,234
0.2% of portfolio›$342.6K
Legacy Capital Wealth Partners, LLC7,178
0.1% of portfolio›$340.0K
Progressive Investment Management Corp7,135
0.1% of portfolio›$337.9K
LCW Services, LLC7,054
0.1% of portfolio›$334.1K
Powers Advisory Group, LLC7,051
0.1% of portfolio›$333.9K
Nabity-Jensen Investment Management Inc6,976
0.2% of portfolio›$330.4K
Verus Capital Partners, LLC6,925
0.0% of portfolio›$328.0K
First Citizens Financial Corp6,912
0.1% of portfolio›$327.4K
Trust Co6,865
0.0% of portfolio›$325.1K
Robinswood Financial LLC6,865
0.1% of portfolio›$329.6K
Northcape Wealth Management, LLC6,808
0.1% of portfolio›$322.4K
Landaas & Co6,707
0.1% of portfolio›$317.6K
Brighton Securities Corp.6,601
0.1% of portfolio›$312.6K
Independent Wealth Network Inc.6,530
0.1% of portfolio›$309.3K
GLR Partners, LLC6,435
0.1% of portfolio›$304.8K
Worth Asset Management, LLC6,398
0.1% of portfolio›$303.0K
Cultivar Capital, Inc.6,375
0.2% of portfolio›$301.9K
Braun-Bostich & Associates Inc.6,359
0.2% of portfolio›$301.2K
Financial Futures Ltd Liability Co.6,338
0.1% of portfolio›$300.2K
Bill Few Associates, Inc.6,334
0.1% of portfolio›$300.0K
Graetz Wealth LLC6,278
0.2% of portfolio›$297.3K
BridgePort Financial Solutions, LLC6,262
0.1% of portfolio›$296.6K
Bright Financial Advisors, Inc.6,255
0.1% of portfolio›$296.2K
Net Worth Advisory Group6,253
0.1% of portfolio›$296.8K
Capital Investment Advisors, LLC6,218
0.0% of portfolio›$294.5K
Weaver Consulting Group6,216
0.1% of portfolio›$294.4K
One Way Holdings LLC6,198
0.0% of portfolio›$293.5K
DecisionMap Wealth Management, LLC6,189
0.2% of portfolio›$293.1K
Level Financial Advisors6,101
0.1% of portfolio›$289.0K
Portfolio Resources Advisor Group, Inc.6,045
0.3% of portfolio›$305.8K
Rise Advisors, LLC6,009
0.1% of portfolio›$284.6K
Accelerate Investment Advisors LLC5,994
0.2% of portfolio›$283.9K
Meridian Financial Advisors, LLC5,984
0.1% of portfolio›$283.4K
Clear Point Advisors Inc.5,975
0.2% of portfolio›$283.0K
Trinity Wealth Management, LLC5,974
0.1% of portfolio›$282.9K
Bell Investment Advisors, Inc5,973
0.0% of portfolio›$282.9K
Uhlmann Price Securities, LLC5,971
0.0% of portfolio›$282.8K
Global Financial Private Client, LLC5,968
0.1% of portfolio›$282.6K
Wells Financial Advisors Inc5,880
2.6% of portfolio›$278.5K
Founders Grove Wealth Partners, LLC5,737
0.1% of portfolio›$271.7K
Towerpoint Wealth, LLC5,732
0.1% of portfolio›$271.5K
Able Wealth Management LLC5,726
0.1% of portfolio›$271.2K
Lodestone Wealth Management LLC5,698
0.1% of portfolio›$269.9K
Greenup Street Wealth Management LLC5,679
0.0% of portfolio›$269.0K
Hill Island Financial LLC5,623
0.1% of portfolio›$266.3K
Rockland Trust Co5,616
0.0% of portfolio›$266.0K
Pioneer Wealth Management Group5,614
0.1% of portfolio›$265.9K
Middleton & Co Inc5,600
0.0% of portfolio›$265.2K
Unify Financial Advisors5,500
0.2% of portfolio›$260.5K
Baldwin Wealth Partners LLC5,465
0.0% of portfolio›$258.8K
Greenwood Gearhart LLC5,444
0.0% of portfolio›$257.8K
Activest Wealth Management5,400
0.0% of portfolio›$255.7K
Accredited Investors Inc.5,308
0.0% of portfolio›$251.4K
Intrua Financial, LLC5,260
0.0% of portfolio›$249.1K
Heritage Wealth Management, Inc.5,259
0.1% of portfolio›$249.1K
Quantum Financial Planning Services, Inc.5,258
0.1% of portfolio›$249.0K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management5,247
0.0% of portfolio›$248.5K
Mokosak Advisory Group, LLC5,241
0.1% of portfolio›$248.2K
Premier Path Wealth Partners, LLC5,238
0.0% of portfolio›$248.1K
LexAurum Advisors, LLC5,157
0.0% of portfolio›$244.2K
Creative Capital Management Investments LLC5,133
0.1% of portfolio›$243.1K
TME Financial, Inc.5,128
0.1% of portfolio›$242.9K
Legacy Financial Strategies, LLC5,100
0.0% of portfolio›$241.5K
ADE, LLC5,100
0.1% of portfolio›$241.5K
Successful Portfolios LLC5,088
0.1% of portfolio›$241.0K
Optima Capital LLC5,078
0.1% of portfolio›$240.5K
Advocate Investing Services LLC5,012
0.2% of portfolio›$237.4K
UMB Private Wealth Management, LLC4,976
0.2% of portfolio›$235.7K
Briggs Wealth Management, Inc4,938
0.2% of portfolio›$233.9K
Cooksen Wealth, LLC4,925
0.1% of portfolio›$233.1K
Syntegra Private Wealth Group, LLC4,899
0.0% of portfolio›$232.0K
Physician Wealth Advisors, Inc.4,841
0.0% of portfolio›$229.3K
Guyasuta Investment Advisors Inc4,822
0.0% of portfolio›$228.3K
General Partner, Inc.4,808
0.1% of portfolio›$227.7K
Sowell Financial Services LLC4,690
0.0% of portfolio›$222.1K
Andrews Advisory Associates, LLC4,613
0.1% of portfolio›$218.5K
Magnus Financial Group LLC4,579
0.0% of portfolio›$216.9K
Cora Capital Advisors LLC4,564
0.1% of portfolio›$216.2K
Signature Equity Partners, LLC4,546
0.1% of portfolio›$215.3K
Kanawha Capital Management LLC4,544
0.0% of portfolio›$215.2K
Key Client Fiduciary Advisors, LLC4,500
0.1% of portfolio›$213.1K
Kachkovsky & Fisher, Inc.4,497
0.2% of portfolio›$213.0K
Cadent Capital Advisors, LLC4,484
0.0% of portfolio›$212.4K
Orca Wealth Management, LLC4,468
0.1% of portfolio›$211.6K
Kendall Capital Management4,467
0.0% of portfolio›$211.6K
Two West Capital Advisors LLC4,457
0.1% of portfolio›$209.2K
Morton Capital Management LLC4,432
0.0% of portfolio›$209.9K
Concord Wealth Partners4,413
0.0% of portfolio›$209.0K
Cornerstone Planning Group LLC4,393
0.0% of portfolio›$207.9K
BCS Wealth Management4,344
0.0% of portfolio›$205.7K
Fortitude Advisory Group L.L.C.4,314
0.1% of portfolio›$204.3K
Leverty Financial Group, LLC4,306
0.0% of portfolio›$203.9K
Exchange Bank4,295
0.1% of portfolio›$203.4K
Financial Management Network Inc4,293
0.0% of portfolio›$202.9K
Tsfg, LLC4,253
0.0% of portfolio›$201
LaFleur & Godfrey LLC4,235
0.0% of portfolio›$200.6K
Howard Wealth Management, LLC4,223
0.1% of portfolio›$200.0K
Financial Perspectives, Inc3,921
0.0% of portfolio›$185.7K
Fairscale Capital, LLC3,549
0.1% of portfolio›$173.5K
Essential Investment Partners LLC3,500
0.1% of portfolio›$165.8K
Downshift Financial, LLC3,288
0.1% of portfolio›$155.7K
Silver Grove Financial Group, Inc.3,088
0.1% of portfolio›$146.2K
Financial Network Wealth Advisors LLC2,818
0.1% of portfolio›$133.5K
Retirement Wealth Solutions LLC2,588
0.1% of portfolio›$122.6K
Montag A & Associates Inc2,555
0.0% of portfolio›$121.0K
Versant Capital Management, Inc2,466
0.0% of portfolio›$116.8K
Redwood Park Advisors LLC2,427
0.1% of portfolio›$114.9K
Covestor Ltd2,257
0.0% of portfolio›$107
Nova Financial LLC2,225
0.0% of portfolio›$105.4K
Mascoma Wealth Management LLC2,192
0.0% of portfolio›$103.8K
Beacon Investment Advisory Services, Inc.2,169
0.0% of portfolio›$102.7K
Princeton Global Asset Management LLC2,087
0.0% of portfolio›$98.9K
Triumph Capital Management2,043
0.0% of portfolio›$96.8K
Thurston, Springer, Miller, Herd & Titak, Inc.2,000
0.2% of portfolio›$94.7K
Clean Yield Group1,974
0.0% of portfolio›$93.5K
IMG Wealth Management, Inc.1,954
0.0% of portfolio›$92.5K
Abound Wealth Management1,907
0.0% of portfolio›$90.3K
Rydar Equities, Inc.1,585
0.0% of portfolio›$74.6K
City Holding Co1,517
0.0% of portfolio›$71.8K
Nfsg Corp1,501
0.0% of portfolio›$71.1K
Birchwood Financial Partners, Inc.1,420
0.1% of portfolio›$67.3K
Pinnacle Wealth Planning Services, Inc.1,379
0.0% of portfolio›$65.3K
High Note Wealth, LLC1,296
0.0% of portfolio›$61.4K
Trust Co of Toledo NA1,250
0.0% of portfolio›$59.2K
Oakworth Capital, Inc.1,232
0.0% of portfolio›$58.3K
KFG LLC1,210
0.0% of portfolio›$57.3K
First Financial Corp1,175
0.0% of portfolio›$55.6K
Cromwell Holdings LLC1,160
0.0% of portfolio›$54.9K
Blueline Advisors LLC1,088
0.0% of portfolio›$51.5K
Pittenger & Anderson Inc1,081
0.0% of portfolio›$51.2K
Golden State Wealth Management, LLC1,078
0.0% of portfolio›$51.1K
Security National Bank1,058
0.0% of portfolio›$50.1K
City State Bank1,054
0.0% of portfolio›$49.9K
Rossmore Private Capital1,000
0.0% of portfolio›$47.4K
Trust Co of Vermont990
0.0% of portfolio›$46.9K
Global Trust Asset Management, LLC925
0.0% of portfolio›$43.8K
Farmers & Merchants Investments Inc850
0.0% of portfolio›$40.3K
Arlington Trust Co LLC750
0.0% of portfolio›$35.5K
Financially Speaking Inc697
0.0% of portfolio›$33.0K
Cape Investment Advisory, Inc.671
0.0% of portfolio›$31.8K
Signaturefd, LLC667
0.0% of portfolio›$31.6K
Chilton Capital Management LLC589
0.0% of portfolio›$27.9K
Wolff Wiese Magana LLC571
0.0% of portfolio›$27.0K
Valley National Advisers Inc511
0.0% of portfolio›$24.2K
Maryland Capital Advisors Inc.470
0.0% of portfolio›$22.3K
Smallwood Wealth Investment Management, LLC469
0.0% of portfolio›$22.2K
Pflug Koory, LLC424
0.0% of portfolio›$20.1K
Kingdom Financial Group Llc.405
0.0% of portfolio›$19.2K
Wealth Enhancement Trust Services, Inc.382
0.0% of portfolio›$18.1K
Cassaday & Co Wealth Management LLC373
0.0% of portfolio›$17.7K
Moisand Fitzgerald Tamayo, LLC357
0.0% of portfolio›$16.9K
Larson Financial Group LLC332
0.0% of portfolio›$15.7K
Investors Research Corp320
0.0% of portfolio›$15.2K
Noble Wealth Management PBC316
0.0% of portfolio›$15.0K
Robbins Farley314
0.0% of portfolio›$14.9K
Networth Advisors, LLC307
0.0% of portfolio›$14.5K
Plante Moran Financial Advisors, LLC305
0.0% of portfolio›$14.4K
Maseco LLP283
0.0% of portfolio›$13.4K
Eukles Asset Management274
0.0% of portfolio›$13.0K
Buck Wealth Strategies, LLC265
0.0% of portfolio›$12.5K
Valley Wealth Managers, Inc.230
0.0% of portfolio›$10.9K
Vima LLC228
0.0% of portfolio›$10.8K
Aspect Partners, LLC214
0.0% of portfolio›$10.1K
Planning Strategies Inc.176
0.0% of portfolio›$8.3K
Transce3nd, LLC172
0.0% of portfolio›$8.3K
Western Pacific Wealth Management, LP159
0.0% of portfolio›$7.5K
Spurstone Advisory Services, LLC148
0.1% of portfolio›$7.0K
Lanark Financial, Inc.142
0.0% of portfolio›$6.7K
Atlantic Edge Private Wealth Management, LLC125
0.0% of portfolio›$5.9K
GHP Investment Advisors, Inc.108
0.0% of portfolio›$5.1K
Mountain Hill Investment Partners Corp.100
0.0% of portfolio›$4.7K
Eastern Bank75
0.0% of portfolio›$3.6K
Compass Financial Management LLC74
0.0% of portfolio›$3.5K
Pacifica Partners Inc.63
0.0% of portfolio›$3.0K
Quaker Wealth Management, LLC48
0.0% of portfolio›$2.3K
Community Financial Services Group, LLC37
0.0% of portfolio›$1.8K
Dhjj Financial Advisors, Ltd.16
0.0% of portfolio›$751
POM Investment Strategies, LLC3
0.0% of portfolio›$142
Financial Management Professionals, Inc.1
0.0% of portfolio›$31
Hughes Financial Services, LLC1
0.0% of portfolio›$49
Elyxium Wealth, LLC1
0.0% of portfolio›$38
StyleTurnoverLocationFiled
Creative Planning
27,392,987$1.3B0.7%IndexVery LowOverland Park, KS2026-11-02
Cliftonlarsonallen Wealth Advisors, LLC
6,867,973$325.3M4.2%ETFLowMinneapolis, MN2026-10-14
Aspiriant, LLC
4,402,750$208.5M5.1%ETFVery LowLos Angeles, CA2026-10-16
Orgel Wealth Management, LLC
4,334,288$205.3M3.9%ETFMediumAltoona, WI2026-10-14
Facet Wealth, Inc.
2,519,059$119.3M1.5%IndexVery LowWest Palm Beach, FL2026-11-04
Bank of New York Mellon Corp
2,390,492$113.2M0.0%CoreLowNew York, NY2026-11-05
Prime Capital Investment Advisors, LLC
1,858,720$88.0M0.9%ETFLowOverland Park, KS2026-10-20
Wealth Enhancement Advisory Services, LLC
1,574,269$72.8M0.1%CoreLowPlymouth, MN2026-10-13
Winthrop Advisory Group LLC
1,311,481$62.1M3.9%ETFVery LowBoston, MA2026-10-22
Kestra Investment Management, LLC
1,288,503$61.0M1.2%ETFMediumAustin, TX2026-11-04
Baker Boyer National Bank
1,195,063$56.6M15.8%ETFVery LowWalla Walla, WA2026-11-05
Mather Group, Llc.
1,067,502$50.6M0.4%ETFMediumChicago, IL2026-10-14
Kestra Advisory Services, LLC
977,848$46.3M0.1%CoreLowAustin, TX2026-11-02
West Financial Advisors, LLC
963,176$45.6M6.9%ETFLowDes Moines, IA2026-10-22
Ackerman Capital Advisors, LLC
951,056$45.0M8.8%ETFLowDallas, TX2026-10-30
Old National Bancorp
949,265$45.0M0.9%CoreLowEvansville, IN2026-10-20
Global Strategic Investment Solutions, LLC
926,218$43.9M3.9%ETFLowScottsdale, AZ2026-10-16
Wedmont Private Capital
914,576$43.1M1.0%IndexVery LowWest Chester, PA2026-10-09
Commonwealth Equity Services, LLC
877,681$41.6M0.1%ETFLowWaltham, MA2026-11-02
JFS Wealth Advisors, LLC
818,489$38.8M2.0%ETFVery LowHermitage, PA2026-11-03
Foster Group, Inc.
817,791$38.7M1.1%ETFVery LowUrbandale, IA2026-10-13
Allen Investment Management, LLC
811,916$38.5M0.4%MomentumMediumNew York, NY2026-11-03
Willow Creek Wealth Management Inc.
798,303$37.8M2.5%ETFVery LowSebastopol, CA2026-10-26
Modera Wealth Management, LLC
793,036$37.6M0.4%ETFVery LowWestwood, NJ2026-10-28
Lexington Hill Partners, LLC
792,978$37.6M16.5%ETFLowDallas, TX2026-10-13
Truist Financial Corp
770,922$36.5M0.0%CoreLowCharlotte, NC2026-10-30
Heritage Investment Group, Inc.
734,093$34.8M4.8%ETFVery LowPompano Beach, FL2026-11-03
Evergreen Capital Management LLC
703,585$33.3M0.6%GARPMediumBellevue, WA2026-10-23
Concurrent Investment Advisors, LLC
695,650$32.9M0.2%GrowthMediumTampa, FL2026-10-16
New York Life Investment Management LLC
687,523$32.6M0.2%GrowthLowNew York, NY2026-11-04
Waldron Private Wealth LLC
656,416$31.1M1.1%ETFVery LowBridgeville, PA2026-11-02
Gleason Group, Inc.
654,198$31.0M2.7%ETFVery LowProspect, KY2026-10-15
Boston Standard Wealth Management, LLC
645,412$30.6M4.4%ETFLowWinchester, MA2026-10-07
Brookstone Capital Management
642,042$30.4M0.3%ETFMediumWheaton, IL2026-10-22
Salomon & Ludwin, LLC
592,030$28.0M2.3%ETFVery LowRichmond, VA2026-10-29
Luminvest Wealth Management LLC
578,927$27.4M7.2%ETFVery LowScottsdale, AZ2026-10-14
Petersen Hastings Wealth Advisors Inc.
577,121$27.3M2.3%ETFLowKennewick, WA2026-10-27
Crestwood Advisors Group, LLC
567,432$26.9M0.4%GrowthLowBoston, MA2026-10-27
BIP Wealth, LLC
563,168$26.7M0.7%ETFMediumAtlanta, GA2026-10-22
1900 Wealth Management LLC
535,280$25.4M1.4%ETFLowSan Antonio, TX2026-10-13
First Citizens Bank & Trust Co
528,735$25.0M0.4%CoreMediumRaleigh, NC2026-10-14
Apella Capital, LLC
524,949$24.7M0.3%ETFVery LowWest Hartford, CT2026-10-08
Forum Financial Management, LP
517,204$24.5M0.3%ETFLowLombard, IL2026-10-16
Heartwood Wealth Advisors LLC
517,180$24.5M1.9%ETFLowRichmond, VA2026-10-05
Vise Technologies, Inc.
509,156$24.1M0.2%IndexLowNew York, NY2026-10-29
Moller Wealth Partners
497,997$23.6M4.3%ETFVery LowNorthfield, IL2026-10-15
CX Institutional
492,818$23.3K0.6%CoreMediumAuburn, IN2026-10-02
First Horizon Corp
482,386$22.8M0.9%CoreLowMemphis, TN2026-10-26
Assetmark, Inc
480,949$22.8M0.0%ETFLowConcord, CA2026-10-21
Cahaba Wealth Management, Inc.
465,121$22.0M1.3%ETFVery LowAtlanta, GA2026-10-26
Atmos Advisory, LLC
460,733$21.8M11.6%ETFVery LowPittsburgh, PA2026-10-06
Davidson Investment Advisors
428,276$20.3M0.8%CoreLowGreat Falls, MT2026-10-20
Altiora Financial Group, LLC
418,565$19.8M3.2%ETFLowLebanon, OH2026-11-04
Avidian Wealth Enterprises, LLC
415,790$19.7M0.5%ETFLowHouston, TX2026-10-08
AlphaCore Capital LLC
404,582$19.2M0.3%ETFLowLa Jolla, CA2026-11-04
Crusonia Wealth Advisors LLC
401,137$19.0M2.9%ETFVery LowDenver, CO2026-10-26
Stairway Partners, LLC
400,223$19.0M0.9%ETFVery LowMinneapolis, MN2026-10-02
Resonant Capital Advisors, LLC
398,221$18.9M0.9%ETFLowMadison, WI2026-10-15
Cambridge Investment Research Advisors, Inc.
393,904$18.7K0.0%ETFLowFairfield, IA2026-11-02
Willis Johnson Wealth, Inc.
391,978$18.6M1.0%ETFLowHouston, TX2026-11-03
Seneca Financial Advisors LLC
383,805$18.2M4.8%ETFLowRochester, NY2026-10-28
Citigroup Inc
380,903$18.0M0.0%CoreMediumNew York, NY2026-11-04
Towneley Capital Management, Inc / de
367,749$17.4M3.5%ETFVery LowLaguna Hills, CA2026-10-09
Brooklyn FI, LLC
364,008$17.8M2.7%ETFVery LowNew York, NY2026-11-05
Riversedge Advisors, LLC
357,963$17.0M2.1%ETFMediumWilmington, DE2026-10-09
Farther Finance Advisors, LLC
355,489$16.8M0.1%IndexLowSan Francisco, CA2026-10-08
PDS Planning, Inc
345,220$16.3M0.9%IndexVery LowDublin, OH2026-11-03
Evanson Financial, LLC
337,518$16.0M0.8%ETFN/AMclean, VA2026-10-23
Carnegie Investment Counsel
336,172$15.9M0.3%CoreLowPepper Pike, OH2026-10-20
Unison Advisors LLC
330,547$15.7M1.1%ETFVery LowProvidence, RI2026-10-29
Newton One Investments LLC
317,404$15.0M3.8%ETFVery LowNewark, DE2026-10-14
Frisco Financial Planning LLC
316,763$15.0M11.7%ETFVery LowFrisco, TX2026-10-05
Foster Victor Wealth Advisors, LLC
315,332$15.1M0.7%CoreMediumGreenville, SC2026-10-21
CoreCap Advisors, LLC
308,484$14.6M0.4%ETFMediumSouthfield, MI2026-10-08
Single Point Partners, LLC
308,116$14.6M2.6%ETFVery LowBoston, MA2026-10-19
Clark Asset Management, LLC
303,461$14.4M1.1%ETFVery LowStratham, NH2026-10-19
Keybank National Association
299,004$14.2M0.0%CoreLowBrooklyn, OH2026-11-04
MLG Wealth Management DBA Pine Grove Financial Group
296,253$14.0M1.4%ETFMediumWoodbury, MN2026-10-13
Thrivent Financial for Lutherans
292,030$13.8K0.0%GARPMediumMinneapolis, MN2026-11-05
Lido Advisors, LLC
291,470$13.8M0.0%GrowthLowLos Angeles, CA2026-11-04
Aprio Wealth Management, LLC
287,660$13.6M0.6%ETFMediumAtlanta, GA2026-10-28
21 West Wealth Management LLC
286,903$13.6M11.8%ETFLowTustin, CA2026-10-13
Grove Bank & Trust
285,370$13.5M1.3%ETFLowMiami, FL2026-10-08
Slow Capital, Inc.
280,438$13.3M1.5%Agg GrowthLowGreenbrae, CA2026-10-23
Graves Light Lenhart Wealth, Inc.
277,993$13.2M1.2%ETFVery LowHarrisonburg, VA2026-10-09
Sagespring Wealth Partners, LLC
276,263$13.1M0.2%ETFLowFranklin, TN2026-10-22
Perigon Wealth Management, LLC
268,831$12.7M0.2%GrowthLowSan Francisco, CA2026-10-22
Hanson & Doremus Investment Management
261,567$12.4K0.0%CoreVery LowBurlington, VT2026-10-16
Tenret Co LLC
260,422$12.3M5.4%ETFVery LowTampa, FL2026-11-02
Regions Financial Corp
258,168$12.2M0.1%CoreLowBirmingham, AL2026-11-05
Kestra Private Wealth Services, LLC
254,420$12.0M0.1%GrowthLowAustin, TX2026-10-30
Glenview Trust Co
248,488$11.8M0.2%GrowthVery LowLouisville, KY2026-10-28
Stonebridge Financial Group, LLC
247,197$11.7M0.9%ETFMediumWormleysburg, PA2026-10-01
25 LLC
243,331$11.5M3.1%ETFLowSt. Louis, MO2026-10-13
AMI Investment Management Inc
242,518$11.5M2.2%ETFLowKendallville, IN2026-10-27
Level Wealth Management LLC
242,258$11.5M4.4%ETFVery LowGreensboro, NC2026-10-23
Ashton Thomas Private Wealth, LLC
238,158$11.3M0.2%CoreMediumScottsdale, AZ2026-11-03
TCI Wealth Advisors, Inc.
233,164$11.0M0.4%ETFLowTucson, AZ2026-10-30
Ashton Thomas Securities, LLC
232,123$11.0M1.2%ETFMediumRochester, NY2026-10-26
Simon Quick Advisors, LLC
228,327$10.8M0.4%ETFLowMorristown, NJ2026-10-26
Avantax Planning Partners, Inc.
228,055$10.8M0.3%ETFLowDubuque, IA2026-11-03
PFG Advisors
224,588$10.6M0.5%ETFMediumPhoenix, AZ2026-10-16
Stewardship Advisors, LLC
220,657$10.5M2.2%ETFMediumMount Joy, PA2026-10-20
Joel Adams & Associates, Inc.
217,143$10.3M6.5%ETFLowAsheville, NC2026-11-02
Capstone Capital LLC
215,948$10.2M5.7%ETFVery LowHenderson, NV2026-10-14
Cullen T Bankers, Inc.
214,562$10.2M0.1%GrowthLowSan Antonio, TX2026-10-28
Roth Financial Partners LLC
214,080$10.1M3.0%ETFVery LowKingwood, TX2026-10-06
Physician Wealth Solutions Inc.
213,821$10.1M4.0%ETFLowNorth Las Vegas, NV2026-10-14
Royal Harbor Partners, LLC
207,855$9.8M3.0%ETFMediumHouston, TX2026-10-29
Verus Financial Partners, Inc.
200,940$9.5M0.8%ETFVery LowRichmond, VA2026-10-29
San Luis Wealth Advisors LLC
195,434$9.3M1.4%CoreMediumSan Luis Obispo, CA2026-10-27
Forvis Mazars Wealth Advisors, LLC
195,360$9.3M0.2%ETFVery LowSpringfield, MO2026-10-13
One Advisory Partners, LLC
192,622$9.1M2.5%ETFMediumOverland Park, KS2026-10-22
Liberty Capital Management, Inc.
192,400$9.1M1.5%CoreVery LowBirmingham, MI2026-11-02
TruNorth Capital Management, LLC
190,372$9.0M1.4%ETFLowKalamazoo, MI2026-10-14
Joseph Group Capital Management
187,592$8.9M1.6%ETFLowColumbus, OH2026-11-04
Beacon Wealthcare LLC
186,761$8.8M2.8%ETFVery LowRaleigh, NC2026-10-02
Daymark Wealth Partners, LLC
185,585$8.8M0.2%CoreLowCincinnati, OH2026-11-04
Washington Trust Advisors, Inc.
185,124$8.8M0.6%GrowthLowWellesley, MA2026-10-22
Mustard Seed Financial, LLC
180,049$8.5M4.4%ETFLowMagnolia, AR2026-10-30
Brandywine OAK Private Wealth LLC
179,091$8.5M0.6%ETFVery LowKennett Square, PA2026-10-23
Collective Family Office LLC
178,370$8.4M1.7%ETFLowYork, PA2026-10-05
Anderson Hoagland & Co
178,099$8.6M0.7%ETFLowSt Louis, MO2026-10-23
Park Avenue Securities LLC
172,062$8.1K0.0%ETFMediumNew York, NY2026-10-26
Genesis Private Wealth, LLC
171,412$8.1M2.3%ETFLowAshburn, VA2026-11-02
Wealthcare Advisory Partners LLC
170,743$8.1M0.1%ETFLowWest Chester, PA2026-10-21
Firestone Capital Management
169,224$8.0M1.5%ETFVery LowSouth Miami, FL2026-11-03
Northern Lights Advisors, Inc.
168,145$8.0M4.1%ETFVery LowSeattle, WA2026-10-21
OpenArc Corporate Advisory, LLC
168,017$8.0M0.1%GrowthLowAtlanta, GA2026-10-21
Cooper S Advisors, LLC
166,716$7.9M3.4%ETFLowVictor, NY2026-11-03
Laurel OAK Wealth Management, LLC
163,744$7.8M1.1%GrowthLowMarlton, NJ2026-10-19
Capital Advisors Wealth Management, LLC
163,721$7.8M0.9%ETFLowYakima, WA2026-10-09
Soltis Investment Advisors LLC
163,448$7.7M0.4%CoreMediumSt. George, UT2026-10-28
Vannoy Advisory Group, Inc.
163,369$7.7M4.5%ETFVery LowAustin, TX2026-10-13
Hurlow Wealth Management Group, Inc.
158,095$7.5M1.6%ETFVery LowBloomington, IN2026-10-29
Moody National Bank Trust Division
157,974$7.5M0.6%CoreMediumGalveston, TX2026-10-06
Veratis Advisors, Inc.
156,712$7.4M5.6%ETFN/ACary, NC2026-11-03
RTD Financial Advisors, Inc.
155,857$7.4M0.8%ETFLowPhiladelphia, PA2026-10-09
Master's Wealth Management Inc.
154,813$7.3M2.1%ETFMediumLancaster, PA2026-10-22
Eagle Rock Investment Company, LLC
153,896$7.3M0.9%CoreLowAtlanta, GA2026-10-21
Strategic Blueprint, LLC
153,306$7.3M0.4%ETFLowAtlanta, GA2026-10-22
Websterrogers Financial Advisors, LLC
153,176$7.3M1.9%ETFVery LowFlorence, SC2026-11-02
Ironwood Wealth Management, Llc.
151,776$7.2M1.6%ETFLowChandler, AZ2026-10-28
MGO One Seven LLC
150,630$7.1M0.1%GrowthLowBeachwood, OH2026-10-28
Trinity Financial Advisors LLC
143,456$6.8M1.7%ETFLowColumbus, OH2026-10-09
Chesley Taft & Associates LLC
143,189$6.8M0.3%CoreLowChicago, IL2026-10-13
Vested Financial Planning, LLC
142,060$6.7M4.7%ETFMediumSan Carlos, CA2026-10-28
Diversify Wealth Management, LLC
142,029$6.8M0.1%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
142,029$6.8M0.1%GrowthLowSandy, UT2026-10-20
Schneider Downs Wealth Management Advisors, LP
134,024$6.3M0.6%ETFVery LowPittsburgh, PA2026-10-27
Patriot Investment Management Group, Inc.
130,203$6.2M0.4%ETFVery LowKnoxville, TN2026-10-15
Buttonwood Financial Group, LLC
128,160$6.1M3.1%ETFMediumKansas City, MO2026-10-16
IFP Advisors, Inc
124,180$5.9M0.1%GrowthLowTampa, FL2026-10-16
Rainey & Randall Wealth Advisors Inc.
124,005$5.9M0.8%ETFVery LowCelebration, FL2026-10-26
Detalus Advisors, LLC
123,880$5.9M1.2%ETFLowSt. Louis, MO2026-10-15
Kings Path Partners LLC
123,163$5.8M1.5%ETFVery LowSugar Land, TX2026-10-21
Visionary Wealth Advisors
122,000$5.8M0.2%ETFLowO'Fallon, IL2026-11-04
Brown Wealth Management, LLC
118,812$5.6M1.2%ETFMediumNaperville, IL2026-10-20
Diversified Portfolios, Inc.
114,645$5.4M0.4%ETFLowBloomfield Hills, MI2026-11-04
Stage Harbor Financial, LLC
112,965$5.4M3.0%ETFVery LowWestwood, MA2026-11-03
American Financial & TAX Strategies Inc
111,715$5.3M2.4%ETFVery LowNew York, NY2026-10-16
First Affirmative Financial Network
111,335$5.3M1.2%CoreN/AColorado Springs, CO2026-10-21
Xena Financial Planning, LLC
110,711$5.2M5.0%ETFVery LowPortland, OR2026-10-13
Element Pointe Advisors, LLC
110,086$5.2M0.7%ETFLowMiami, FL2026-10-21
Mariner Investment Group LLC
110,000$5.2M0.9%ETFHighNew York, NY2026-11-04
Amicus Financial Advisors, LLC
109,834$5.2M1.3%ETFLowLubbock, TX2026-11-03
Retirement Investment Advisors, Inc.
109,202$5.2M0.4%ETFVery LowOklahoma City, OK2026-10-22
K2 Financial Inc.
109,025$5.2M3.6%ETFLowGlendora, CA2026-10-26
NewCorp Financial Services, Inc.
107,813$5.1M3.9%ETFLowAlpharetta, GA2026-10-14
Rochester Wealth Strategies, LLC
107,597$5.1M2.8%ETFLowRochester, MI2026-11-03
Diversified Enterprises, LLC
106,683$5.1M0.2%ETFVery LowWilmington, DE2026-10-19
Plancorp, LLC
106,655$5.2M0.1%ETFLowSaint Louis, MO2026-11-03
Leonard Rickey Investment Advisors P.L.L.C.
104,869$5.0M0.8%ETFLowYakima, WA2026-10-29
Dickmeyer Boyce Financial Management, Inc.
104,240$4.9M2.5%CoreVery LowFort Wayne, IN2026-10-08
Envision Financial LLC
103,529$4.9M2.2%ETFLowBrookfield, WI2026-10-15
Mason & Associates, LLC
102,732$4.9M1.0%ETFVery LowNewport News, VA2026-10-26
Motive Wealth Advisors
102,712$4.9M2.0%ETFVery LowBirmingham, MI2026-10-26
Certior Financial Group, LLC
102,433$4.9M2.6%ETFMediumKing Of Prussia, PA2026-10-19
Shade Tree Advisors LLC
100,803$4.8M2.6%ETFMediumSaratoga Springs, NY2026-10-22
Legacy Wealth Partners, LLC
100,586$4.8M1.0%ETFHighLakewood, CO2026-10-15
HB Wealth Management, LLC
99,957$4.7M0.0%IndexVery LowAtlanta, GA2026-10-23
Choreo, LLC
97,823$4.6M0.0%IndexLowRockford, IL2026-10-28
Integrated Advisors Network LLC
97,040$4.6M0.2%GrowthMediumDallas, TX2026-10-20
Mission Wealth Management, LP
96,967$4.6M0.1%ETFLowSanta Barbara, CA2026-10-15
High Probability Advisors, LLC
96,751$4.6M0.5%ETFVery LowPittsford, NY2026-10-19
Lpwm LLC
96,622$4.6M1.0%ETFMediumMinneapolis, MN2026-10-20
Watershed Private Wealth LLC
96,484$4.6M1.2%ETFMediumOak Brook, IL2026-10-30
Westover Capital Advisors, LLC
96,050$4.5M0.7%MomentumLowWilmington, DE2026-10-26
Verus Wealth Management, LLC
96,035$4.5M2.9%ETFLowDe Pere, WI2026-10-13
Elmwood Wealth Management, Inc.
95,753$4.5M1.1%ETFLowBerkeley, CA2026-10-14
RFG Advisory, LLC
94,811$4.5M0.1%ETFMediumBirmingham, AL2026-11-03
Keystone Global Partners, LLC
94,396$4.5M1.6%ETFMediumDenver, CO2026-10-13
Capital Asset Advisory Services LLC
94,231$4.6M0.2%ETFLowWilliamston, MI2026-10-30
TBH Global Asset Management, LLC
93,687$4.4M0.8%CoreHighBrentwood, TN2026-11-03
Caliber Wealth Management, LLC / KS
91,480$4.3M0.4%ETFLowOverland Park, KS2026-11-04
Vicus Capital
91,055$4.3M0.3%ETFMediumState College, PA2026-11-05
Spire Wealth Management
90,803$4.3M0.1%GrowthMediumMclean, VA2026-10-30
McAdam, LLC
90,635$4.3M0.2%ETFLowPhiladelphia, PA2026-10-21
SigFig Wealth Management, LLC
90,356$4.3M0.1%ETFLowSan Francisco, CA2026-10-07
Olio Financial Planning
89,287$4.2M1.1%ETFVery LowMclean, VA2026-10-22
First Heartland Consultants, Inc.
89,244$4.2M0.3%ETFMediumLake St. Louis, MO2026-10-08
Elser Financial Planning, Inc
88,639$4.2M0.2%GARPLowIndianapolis, IN2026-10-16
Csenge Advisory Group
87,733$4.2M0.2%ETFMediumClearwater, FL2026-11-04
Grey Fox Wealth Advisors, LLC
87,610$4.1M0.6%ETFLowRockland, DE2026-11-03
Insight Wealth Strategies, LLC
86,913$4.1M0.4%ETFHighSan Ramon, CA2026-10-09
L.K. Benson & Company, P.C.
86,791$4.1M1.2%YieldVery LowTimonium, MD2026-10-23
Cherry Tree Wealth Management, LLC
86,424$4.1M0.8%ETFVery LowMinnetonka, MN2026-10-15
Davenport & Co LLC
86,042$4.1M0.0%CoreMediumRichmond, VA2026-10-14
Jnba Financial Advisors
85,308$4.0M0.3%ETFMediumBloomington, MN2026-11-03
Sellwood Investment Partners LLC
85,006$4.0M1.4%ETFLowPortland, OR2026-11-03
Pinnacle Associates LTD
84,741$4.0M0.0%CoreLowNew York, NY2026-10-20
Flagship Wealth Advisors, LLC
84,682$4.0M0.9%ETFLowWakefield, MA2026-11-03
Sage Mountain Advisors LLC
83,979$4.0M0.2%ETFLowAtlanta, GA2026-11-02
Pinnacle Wealth Management Advisory Group, LLC
83,294$3.9M0.2%GrowthLowRed Bank, NJ2026-10-23
Sterling Financial Planning, Inc.
83,213$3.9M1.1%ETFVery LowSparta, NJ2026-10-28
Bear Mountain Capital, Inc.
82,403$4.0M1.1%ETFLowSeattle, WA2026-11-04
Allodium Investment Consultants, LLC
82,376$3.9M1.6%ETFVery LowMinneapolis, MN2026-10-14
Goodman Advisory Group, LLC
81,744$3.9M0.9%GrowthHighNeedham, MA2026-11-02
Steph & Co
81,726$3.9M1.0%ETFLowMarinette, WI2026-10-07
Morton Brown Family Wealth, LLC
81,696$3.9M0.9%ETFVery LowAllentown, PA2026-10-23
Parallel Advisors, LLC
81,213$3.8M0.1%IndexLowSan Francisco, CA2026-11-03
Unique Wealth, LLC
80,603$3.8M0.4%ETFMediumTampa, FL2026-10-16
Encompass Wealth Advisors, LLC
80,440$3.8M0.6%ETFVery LowPortland, OR2026-10-15
Meridian Wealth Management, LLC
79,800$3.8M0.1%GrowthLowLexington, KY2026-11-05
EverSource Wealth Advisors, LLC
79,662$3.8M0.1%CoreMediumBirmingham, AL2026-11-04
Brewster Financial Planning LLC
77,089$3.7M2.0%ETFVery LowBrooklyn, NY2026-10-13
Financial Planning Navigators Corp
76,636$3.6M1.3%ETFMediumMaple Grove, MN2026-10-14
Midwest Trust Co
76,507$3.6M0.0%CoreLowOverland Park, KS2026-10-22
Financial Guidance Group, Inc.
76,454$3.6M1.3%ETFVery LowPalm Harbor, FL2026-10-21
Valeo Financial Advisors, LLC
76,444$3.6M0.1%ETFLowCarmel, IN2026-10-08
Ascent Group, LLC
75,590$3.6M0.1%CoreLowVirginia Beach, VA2026-10-30
Financial Life Advisors
75,472$3.6M1.0%ETFLowSan Antonio, TX2026-10-14
Apollon Wealth Management, LLC
72,935$3.5M0.0%GrowthLowMount Pleasant, SC2026-10-23
Smith & Howard Wealth Management, LLC
71,103$3.4M0.6%ETFLowAtlanta, GA2026-10-27
Schmidt P J Investment Management Inc
70,350$3.3M0.5%GrowthVery LowCedarburg, WI2026-11-02
William Mack & Associates, Inc.
69,638$3.3M1.0%ETFLowTroy, MI2026-10-27
Presilium Private Wealth, LLC
69,344$3.3M0.5%ETFVery LowRadnor, PA2026-10-26
Bernardo Wealth Planning LLC
68,730$3.3M0.3%ETFVery LowHarleysville, PA2026-10-23
1834 Investment Advisors Co
68,413$3.2M0.4%ValueLowMilwaukee, WI2026-10-16
Equita Financial Network, Inc.
67,090$3.2M0.9%ETFLowFort Washington, PA2026-10-19
Fulton Bank, N.A.
66,730$3.2M0.1%CoreLowLancaster, PA2026-10-14
Wheelhouse Advisory Group LLC
66,266$3.1M0.8%ETFVery LowSt. Louis, MO2026-10-20
Creative Financial Designs Inc
66,144$3.1M0.1%ETFMediumKokomo, IN2026-11-04
Ascentis Independent Advisors
65,915$3.1M0.2%ETFLowDallas, TX2026-11-03
Capital Investment Services of America, Inc.
65,775$3.1M0.3%GrowthLowMilwaukee, WI2026-11-02
Newman Dignan & Sheerar, Inc.
65,136$3.1M0.6%ETFLowProvidence, RI2026-10-21
MB, Levis & Associates, LLC
64,530$3.1M1.1%ETFVery LowCenter Valley, PA2026-10-16
Eclectic Associates Inc
63,895$3.0M0.3%ETFVery LowFullerton, CA2026-10-09
Rede Wealth, LLC
63,795$3.0M1.0%ValueMediumCharlottesville, VA2026-10-22
Paragon Capital Management Ltd
63,743$3.0M0.6%CoreVery LowDenver, CO2026-10-09
Chatham Capital Group, Inc.
63,064$3.0M0.4%CoreLowSavannah, GA2026-10-16
Robertson Stephens Wealth Management, LLC
61,876$2.9M0.1%ETFMediumSan Francisco, CA2026-10-16
McNaughton Wealth Management, LLC
61,696$2.9M1.0%ETFLowSan Diego, CA2026-10-09
CWS Financial Advisors, LLC
60,418$2.9M0.6%ETFVery LowKalamazoo, MI2026-10-16
Acima Private Wealth, LLC
60,068$2.8M0.8%ETFVery LowRichmond, VA2026-10-05
Mattern Capital Management, LLC
59,952$2.8M0.3%CoreMediumLakewood, CO2026-11-02
Sonata Capital Group Inc
59,830$2.8M0.9%ETFVery LowSeattle, WA2026-10-19
Cornerstone Wealth Management, LLC
59,806$2.8M0.1%ETFVery LowSt. Peters, MO2026-11-04
Rainier Family Wealth Inc
59,728$2.8M1.4%GrowthLowTacoma, WA2026-11-02
Timonier Family Office, Ltd.
59,462$2.8M1.0%ETFVery LowWinston Salem, NC2026-11-03
Atria Investments, Inc
59,212$2.8M0.0%CoreMediumCharlotte, NC2026-10-15
Skyline Advisors, Inc.
59,109$2.8M0.9%ETFMediumBellingham, WA2026-11-03
United Advisor Group, LLC
58,985$2.8M0.3%ETFLowCincinnati, OH2026-11-03
Advisory Solutions Group, LLC
58,885$2.8M0.6%ETFN/APlymouth, MN2026-10-14
Laurel Wealth Advisors LLC
58,619$2.8M0.3%CoreVery LowCharlotte, NC2026-10-27
Kuhn & Co Investment Counsel
58,284$2.8M1.5%CoreLowChicago, IL2026-10-29
Asset Allocation Strategies LLC
58,185$2.8M0.4%ETFMediumFarmington, MI2026-10-20
LiftPoint Family Wealth Advisors LLC
58,039$2.7M1.8%ETFMediumFar Hills, NJ2026-11-03
Moneywise, Inc.
57,438$2.7M2.6%ETFMediumForest, VA2026-10-30
Dynamic Advisor Solutions LLC
57,321$2.7M0.1%ETFLowPhoenix, AZ2026-10-13
Oasis Advisors, LLC
57,307$2.7M1.1%ETFMediumForest City, IA2026-10-16
Steele Capital Management, Inc.
56,781$2.7M0.1%ETFVery LowDubuque, IA2026-11-02
Galvin, Gaustad & Stein, LLC
56,304$2.7M0.2%CoreMediumScottsdale, AZ2026-10-08
VestGen Advisors, LLC
56,269$2.7M0.1%GrowthMediumChicago, IL2026-10-27
Claro Advisors Inc.
55,955$2.7M0.3%CoreLowBoston, MA2026-11-02
TD Private Client Wealth LLC
55,925$2.6M0.0%ETFLowNew York, NY2026-10-28
Bailard, Inc.
55,676$2.6M0.1%GrowthMediumFoster City, CA2026-10-13
RCS Financial Planning, LLC
54,685$2.6M1.4%ETFMediumAnnapolis, MD2026-10-14
Great Waters Wealth Management
54,486$2.6M0.2%ETFVery LowShoreview, MN2026-10-07
Heritage Family Offices, LLP
54,325$2.6M0.9%GrowthHighScottsdale, AZ2026-11-02
Peak Wealth Management LLC
54,207$2.6M1.8%ETFMediumNashua, NH2026-10-26
Private Client Services, LLC
54,081$2.6M0.7%ETFMediumLouisville, KY2026-10-02
Culbertson A N & Co Inc
53,650$2.5M0.3%CoreVery LowCharlottesville, VA2026-10-21
HUB Investment Partners, LLC
53,092$2.5M0.0%GrowthLowAustin, TX2026-11-03
TPG Advisors LLC
53,022$2.5M1.3%ETFVery LowNorthfield, IL2026-10-16
Blue Trust, Inc.
52,840$2.5M0.0%ETFLowBrentwood, TN2026-10-15
Precedent Wealth Partners, LLC
52,666$2.5M0.4%ETFMediumHouston, TX2026-10-21
ACT Wealth Management, LLC
51,786$2.5M0.7%ETFVery LowPlano, TX2026-10-09
Mann Financial Group, Inc.
51,590$2.4M2.0%ETFLowDetroit Lakes, MN2026-10-15
Chicago Partners Investment Group LLC
51,146$2.5M0.0%GARPLowChicago, IL2026-10-27
Sincerus Advisory, LLC
50,474$2.4M1.6%ETFVery LowNew York, NY2026-10-09
TSG Advice Partners, LLC
50,316$2.5M0.3%ETFN/AColumbus, OH2026-10-29
Archer Investment Management, LLC
50,053$2.4M0.7%ETFHighAustin, TX2026-10-13
Surience Private Wealth LLC
50,022$2.4M2.3%ETFVery HighYakima, WA2026-10-16
Mullooly Asset Management, Inc.
48,392$2.3M0.7%ETFVery LowWall Township, NJ2026-10-30
Enclave Advisors LLC
48,095$2.3M0.3%ETFMediumAustin, TX2026-10-14
Fiduciary Financial Group, LLC
48,049$2.3M0.3%ETFLowSan Rafael, CA2026-10-13
SAX Wealth Advisors, LLC
48,032$2.3M0.1%ETFVery LowParsippany, NJ2026-10-13
Blume Capital Management, Inc.
47,700$2.3M0.3%CoreMediumBerkeley, CA2026-10-26
Stone Loft Wealth Management LLC
47,414$2.2M1.2%ETFLowWest Chester, PA2026-11-03
Rockwood Wealth Management, LLC
47,240$2.2M0.1%ETFVery LowNew Hope, PA2026-10-27
DeLarme Wealth Management, Inc.
46,976$2.2M1.3%ETFVery LowPalos Verdes Estates, CA2026-10-30
Wedbush Securities Inc
46,685$2.2K0.0%CoreLowPasadena, CA2026-10-22
Golden Bell Financial Planning LLC
46,343$2.2M1.6%ETFVery LowAlpharetta, GA2026-11-02
Axxcess Wealth Management, LLC
46,235$2.2M0.1%CoreLowCarlsbad, CA2026-10-21
Burney Co/
45,447$2.2M0.1%GARPMediumReston, VA2026-10-15
Wrenne Financial Planning LLC
45,349$2.1M0.7%ETFVery LowLexington, KY2026-10-30
Compass Planning Associates Inc
45,121$2.1M1.1%ETFVery LowGreenfield, MA2026-10-13
Rare Wolf Capital LLC
45,111$2.1M1.3%CoreMediumBellevue, WA2026-10-20
Gutierrez Wealth Advisory, LLC
44,614$2.1M1.1%ETFLowLittle Rock, AR2026-11-02
High Net Worth Advisory Group LLC
43,552$2.1M0.4%ETFVery LowNaples, FL2026-10-26
SteelPeak Wealth, LLC
43,488$2.1M0.1%GrowthHighWoodland Hills, CA2026-10-16
Armstrong Advisory Group, Inc
43,376$2.1M0.1%ETFHighNeedham, MA2026-10-09
S.A. Mason LLC
43,100$2.0M0.6%GrowthVery LowHolland, MI2026-10-13
Leeward Financial Partners, LLC
42,632$2.0M0.5%GrowthMediumBellevue, WA2026-10-23
Manuka Financial, LLC
42,299$2.0M1.0%ETFVery LowRichmond, VA2026-10-16
Compass Financial Group, Inc
42,251$2.0M0.2%ETFVery LowSioux Falls, SD2026-10-13
WBH Advisory Inc
42,138$2.0M0.1%ETFLowBaltimore, MD2026-11-05
Heck Capital Advisors, LLC
42,100$2.0M0.1%ETFMediumRhinelander, WI2026-10-14
Advus Financial Partners, LLC
41,762$2.0M0.6%ETFLowWinter Park, FL2026-10-20
Allen Capital Group, LLC
41,140$1.9M0.2%CoreLowGrand Island, NE2026-10-27
Argos Wealth Advisors, LLC
40,908$1.9M0.5%GrowthLowSacramento, CA2026-11-02
Independent Financial Group, LLC
40,626$1.9M0.0%GrowthLowSan Diego, CA2026-10-13
Twele Capital Management, Inc.
40,307$1.9M0.3%ETFVery LowMinnetonka, MN2026-10-13
May Hill Capital, LLC
39,990$1.9M0.4%ETFLowCohasset, MA2026-11-03
CGN Advisors LLC
39,799$1.9M0.1%ETFLowManhattan, KS2026-10-21
Breakwater Investment Management
39,467$1.9M0.6%ETFLowSeattle, WA2026-10-20
Kane Co Wealth Management, Inc.
39,350$1.9M1.5%ETFVery LowJohnston, IA2026-11-04
Cranbrook Wealth Management, LLC
39,339$1.9M0.4%ETFVery LowBloomfield Hills, MI2026-10-28
Brighton Jones LLC
38,883$1.8M0.0%CoreVery LowSeattle, WA2026-11-03
Align Financial, LLC
38,746$1.8M0.9%ETFVery LowHermantown, MN2026-10-16
Gray Private Wealth, LLC
38,707$1.8M0.7%ETFVery LowCanton, MA2026-10-28
LJI Wealth Management, LLC
38,544$1.8M0.3%ETFLowIndianapolis, IN2026-10-28
Mill Capital Management, LLC
38,371$1.8M0.1%CoreLowConcord, NC2026-10-26
Elevation Point Wealth Partners, LLC
37,737$1.8M0.0%CoreHighDenver, CO2026-11-05
Black Diamond Financial, LLC
37,437$1.8M0.2%ETFVery LowTowson, MD2026-10-26
Sepio Capital, LP
37,094$1.8M0.1%ETFLowSalt Lake City, UT2026-10-22
Perryman Financial Advisory Inc
36,860$1.7M0.2%GrowthVery LowDallas, TX2026-10-16
Life Planning Partners, Inc
36,688$1.7M1.4%ETFVery LowJacksonville, FL2026-10-28
GEN Financial Management, Inc.
36,465$1.7M0.9%ETFLowPlymouth, MN2026-10-13
Financial Architects, LLC
36,080$1.7M0.9%ETFLowWoodstock, GA2026-10-13
Provenance Wealth Advisors, LLC
36,011$1.7M0.1%ETFLowFort Lauderdale, FL2026-10-30
TSA Wealth Managment LLC
35,238$1.7M0.5%ETFMediumHouston, TX2026-10-22
Tenet Wealth Partners, LLC
35,003$1.7M1.2%ETFN/AChampaign, IL2026-10-19
Evansbrook LLC
34,960$1.7M1.0%GrowthLowBolingbrook, IL2026-10-16
Private Trust Co NA
34,801$1.6M0.1%CoreLowCleveland, OH2026-10-20
Relyea Zuckerberg Hanson LLC
34,742$1.6M0.1%ETFLowStamford, CT2026-10-20
Legacy Advisors, LLC
34,502$1.6M0.2%ETFLowPlymouth Meeting, PA2026-10-19
Cannon Financial Strategists, Inc.
34,490$1.6M0.2%ETFVery LowAthens, GA2026-10-19
Highline Wealth Partners LLC
34,451$1.6M0.3%ETFMediumSherman Oaks, CA2026-10-19
Polaris Investment Advisors, LLC
34,431$1.6M1.0%ETFMediumFramingham, MA2026-10-20
Scott Capital Advisors, LLC
34,343$1.6M0.2%ETFVery LowPortland, OR2026-10-13
Berman McAleer LLC
34,206$1.6M0.2%ETFVery LowTimonium, MD2026-10-16
Balance Wealth Partners LLC
34,107$1.6M0.4%ETFMediumWorthington, OH2026-10-27
Bluestem Financial Advisors, LLC
34,086$1.6M0.6%ETFVery LowSavoy, IL2026-10-20
Firethorn Wealth Partners, LLC
34,056$1.6M0.5%ETFLowAugusta, GA2026-10-14
Coastline Trust Co
33,933$1.6M0.1%GrowthVery LowProvidence, RI2026-10-01
Carolina Wealth Management Inc
33,881$1.6M0.7%ETFN/AGreenville, NC2026-10-29
Oppenheimer & Co Inc
33,766$1.6M0.0%CoreLowNew York, NY2026-10-26
M Holdings Securities, Inc.
33,589$1.6K0.0%ETFHighPortland, OR2026-11-03
Agate Pass Investment Management, LLC
33,492$1.6M0.6%CoreLowBainbridge Island, WA2026-10-20
Silverlake Wealth Management LLC
33,311$1.6M0.3%ETFLowWilliston, VT2026-10-21
McGlone Suttner Wealth Management, Inc.
33,263$1.6M0.2%ETFVery LowAppleton, WI2026-10-13
Cyr Financial Inc.
32,808$1.6M0.8%ETFLowHennepin, IL2026-10-16
Catalyst Private Wealth, LLC
32,754$1.6M0.6%ETFVery LowSan Mateo, CA2026-10-13
Phillips Financial Management, LLC
32,739$1.6M0.1%ETFVery LowFort Wayne, IN2026-10-19
TFB Advisors LLC
32,700$1.5M0.6%ETFLowOverland Park, KS2026-11-02
Greenspring Advisors, LLC
32,552$1.5M0.1%ETFVery LowTowson, MD2026-11-05
Everhart Financial Group, Inc.
32,542$1.5M0.1%ETFLowDublin, OH2026-10-08
W Advisors, LLC
32,295$1.5M0.7%CoreLowGermantown, TN2026-11-02
Apeiron RIA LLC
32,064$1.5M0.3%ETFMediumDallas, TX2026-10-08
Hoxton Planning & Management, LLC
31,968$1.5M0.4%ETFLowShepherdstown, WV2026-10-15
Evolution Wealth Advisors, LLC
31,731$1.5M0.2%ETFLowAventura, FL2026-11-03
FAI Advisors, Inc.
31,490$1.5M0.6%GrowthLowFarmington Hills, MI2026-10-27
Busey Bank
31,382$1.5M0.0%GrowthVery LowUrbana, IL2026-10-26
Bryn Mawr Trust Advisors, LLC
31,281$1.5M0.1%CoreLowPhiladelphia, PA2026-11-04
First Pacific Financial
31,180$1.5M0.2%ETFLowVancouver, WA2026-10-14
Glass Jacobson Investment Advisors llc
30,953$1.5M0.4%ETFLowOwings Mills, MD2026-10-26
AdvisorNet Financial, Inc
30,684$1.5M0.1%ETFLowMinnetonka, MN2026-10-15
Hudson Oak Wealth Advisory LLC
30,680$1.5M1.1%ETFVery LowHoboken, NJ2026-10-16
Kingswood Wealth Advisors, LLC
30,595$1.4M0.1%GrowthLowSan Diego, CA2026-10-23
A4 Wealth Advisors LLC
30,418$1.4M0.9%ETFHighHuntersville, NC2026-10-20
Gamma Investing LLC
30,252$1.4M0.0%IndexVery LowFoster City, CA2026-10-08
Quantum Financial Partners LLC
30,241$1.4M0.7%ETFN/AOverland Park, KS2026-10-19
Intergy Private Wealth, LLC
30,225$1.4M0.3%ETFVery LowColorado Springs, CO2026-10-16
Eagle Harbor Asset Management Inc
29,985$1.4M1.1%GARPLowSeattle, WA2026-10-21
Triad Wealth Partners, LLC
29,758$1.4M0.1%ETFMediumLawrence, KS2026-10-26
Fiduciary Alliance LLC
29,584$1.4M0.1%CoreMediumGreenville, SC2026-10-13
Cypress Wealth Services, LLC
29,486$1.4M0.2%ETFLowPalm Desert, CA2026-10-21
Koshinski Asset Management, Inc.
29,188$1.4M0.1%ETFLowDecatur, IL2026-10-29
Wesbanco Bank Inc
28,972$1.4M0.0%CoreLowWheeling, WV2026-11-04
Human Investing LLC
28,892$1.4M0.2%ETFVery LowLake Oswego, OR2026-10-19
Centurion Wealth Management LLC
28,876$1.4M0.3%ETFMediumMclean, VA2026-10-13
Signal Advisors Wealth, LLC
28,849$1.4M0.1%ETFLowDetroit, MI2026-10-13
NorthCrest Asset Manangement, LLC
28,833$1.4M0.0%GrowthLowPlymouth, MN2026-10-13
Columbus Macro, LLC
28,828$1.4M0.1%YieldMediumNew Castle, PA2026-10-14
Cyndeo Wealth Partners, LLC
28,791$1.4M0.1%CoreMediumSt. Petersburg, FL2026-10-16
SwitchPoint Financial Planning, LLC
28,641$1.4M0.8%ETFVery LowLehi, UT2026-11-02
Prosperity Planning, Inc.
28,393$1.3M0.3%ETFVery LowNorth Kansas City, MO2026-10-09
BLB&B Advisors, LLC
28,375$1.3M0.0%ETFLowMontgomeryville, PA2026-10-27
Alhambra Investment Management LLC
28,294$1.3M0.6%CoreLowPalmetto Bay, FL2026-10-15
Acorn Wealth Advisors, LLC
28,130$1.3M0.3%ETFLowGrand Blanc, MI2026-10-19
GSG Advisors LLC
27,995$1.3M0.3%ETFVery LowMount Laurel, NJ2026-11-03
FC Advisory LLC
27,359$1.3M0.3%ETFVery LowWest Chester, PA2026-10-05
Coquina Private Wealth LLC
27,268$1.3M0.9%ETFVery LowPort Charlotte, FL2026-10-27
ARS Wealth Advisors Group, LLC
27,228$1.3M0.1%CoreLowSt. Petersburg, FL2026-10-16
Norden Group LLC
27,080$1.3M0.1%GrowthMediumProvo, UT2026-10-20
Central Pacific Bank - Trust Division
26,930$1.3M0.1%CoreMediumHonolulu, HI2026-10-06
Beaumont Financial Advisors, LLC
26,783$1.3M0.1%GrowthMediumNeedham, MA2026-10-22
James Investment Research, Inc.
26,210$1.2M0.1%CoreLowAlpha, OH2026-10-22
Capital Investment Counsel, LLC
26,059$1.2M0.2%CoreLowDenver, CO2026-10-14
Titleist Asset Management, LLC
25,987$1.2M0.1%ETFLowSan Antonio, TX2026-10-08
Fort Washington Investment Advisors Inc
25,746$1.2M0.0%CoreLowCincinnati, OH2026-10-15
Epiq Partners, LLC
25,741$1.2M0.5%YieldLowMinneapolis, MN2026-10-07
Opal Wealth Advisors, LLC
25,301$1.2M0.2%ETFLowJericho, NY2026-10-16
ShoreHaven Wealth Partners, LLC
25,131$1.2M0.4%ETFMediumRed Bank, NJ2026-10-16
Alliance Wealth Advisors, LLC
25,000$1.2M0.4%CoreVery LowScranton, PA2026-10-14
Carter Financial Group, Inc.
24,922$1.2M0.6%GrowthLowBarrington, IL2026-10-21
Colony Family Offices, LLC
24,836$1.2M0.3%ETFVery LowCharlotte, NC2026-10-22
Brucke Financial, Inc.
24,702$1.2M0.5%GrowthMediumIndianapolis, IN2026-10-23
White Lighthouse Investment Management Inc.
24,677$1.2M0.1%ETFVery LowBedford, MA2026-10-21
Trilogy Capital Inc.
24,575$1.2M0.0%ETFMediumIrvine, CA2026-10-20
Stonehearth Capital Management, LLC
24,216$1.1M0.4%ETFMediumDanvers, MA2026-10-13
Wlth Capital Management, LLC
24,132$1.1M7.0%ETFN/AChandler, AZ2026-10-20
Quadrant Private Wealth Management, LLC
23,970$1.1M0.2%GrowthLowCenter Valley, PA2026-11-04
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
23,791$1.1M0.1%ETFMediumWestlake, OH2026-10-14
Compass Ion Advisors, LLC
23,571$1.1M0.1%ETFVery LowConshohocken, PA2026-10-23
Eagle Global Advisors LLC
23,550$1.1M0.0%CoreLowHouston, TX2026-11-02
Trellis Wealth Advisors LLC
23,480$1.1M0.4%ETFVery LowSan Luis Obispo, CA2026-10-19
Prospera Capital Management, LLC
23,348$1.1M0.3%ETFVery LowGilbert, AZ2026-10-19
Wealth Alliance Advisory Group, LLC
23,282$1.1M0.2%CoreLowWichita, KS2026-10-14
River's Edge Wealth Management, LLC
23,226$1.1M0.9%ETFVery LowBeaver, PA2026-10-19
TriaGen Wealth Management LLC
23,096$1.1M0.3%CoreMediumCalabasas, CA2026-10-14
Tenon Financial LLC
23,085$1.1M0.3%ETFVery LowMetuchen, NJ2026-10-14
Tenzing Financial LLC
23,014$1.1M0.7%ETFVery LowWilliamsburg, VA2026-11-03
Perennial Advisors, LLC
22,940$1.1M0.2%CoreLowNew York, NY2026-10-13
LifeGoal Investments, LLC
22,753$1.1M0.3%ETFLowSaratoga Springs, NY2026-10-09
XML Financial, LLC
22,439$1.1M0.1%ETFLowBethesda, MD2026-10-29
Aletheian Wealth Advisors LLC
22,009$1.0M0.4%ETFVery LowBellevue, WA2026-10-08
Rossby Financial, LCC
22,005$1.0M0.2%ETFMediumMelbourne, FL2026-11-05
Saxony Capital Management, LLC
21,872$1.0M0.4%ETFMediumSt. Louis, MO2026-10-15
Landmark Wealth Management, LLC
21,679$1.0M0.2%ETFVery LowMelville, NY2026-11-03
Farrell Financial LLC
21,654$1.0M0.5%ETFVery LowOrchard Park, NY2026-10-16
KRM Wealth Management L.L.C.
21,511$1.0M0.4%ETFVery LowReno, NV2026-11-02
Shakespeare Wealth Management, LLC
21,338$1.0M0.2%ETFMediumPewaukee, WI2026-10-28
SmartHarvest Portfolios, LLC
21,329$1.0M0.4%GrowthLowSeattle, WA2026-10-26
Center for Financial Planning, Inc.
21,318$1.0M0.1%ETFLowSouthfied, MI2026-10-26
Boyd Wealth Management, LLC
21,259$1.0M0.4%ETFMediumSacramento, CA2026-10-20
Donalies Financial Planning, LLC
21,258$1.0M0.7%ETFVery LowWashington, DC2026-10-19
PKS Advisory Services, LLC
21,161$1.1M0.2%ETFMediumAlbany, NY2026-10-26
Cutler Investment Counsel LLC
21,144$1.0M0.1%CoreLowJacksonville, OR2026-10-28
Prospera Financial Services Inc
20,957$1.0M0.0%CoreMediumDallas, TX2026-11-04
Occidental Asset Management, LLC
20,863$988.1K0.1%GrowthLowBurlingame, CA2026-11-05
D.A. Davidson & Co.
20,806$985.4K0.0%CoreLowGreat Falls, MT2026-10-28
Ballast Rock Private Wealth LLC
20,603$975.7K0.5%ETFMediumCharleston, SC2026-10-26
Columbia Bank
20,330$962.8K0.2%GrowthLowLake Oswego, OR2026-10-29
Wolff Financial Management LLC
20,246$958.9K0.2%ETFVery LowKalamazoo, MI2026-10-23
Root Financial Partners, LLC
20,244$958.8K0.0%ETFMediumEncinitas, CA2026-10-21
StoneX Group Inc.
20,222$960.0K0.0%ETFMediumNew York, NY2026-11-03
Community Trust & Investment Co
20,135$953.6K0.0%CoreLowLexington, KY2026-10-15
Fifth Third Securities, Inc.
19,829$939.1K0.0%ETFLowCincinnati, OH2026-10-21
Lockerman Financial Group, Inc.
19,660$931.1K1.3%ETFMediumNewport Beach, CA2026-10-19
Founders Financial Securities LLC
19,608$928.6K0.0%ETFMediumTowson, MD2026-10-28
W.H. Cornerstone Investments Inc.
19,235$911.0K0.5%CoreLowKingston, MA2026-11-03
Kathmere Capital Management, LLC
19,217$910.1K0.0%ETFLowWayne, PA2026-10-20
Flagship Harbor Advisors, LLC
19,215$910.0K0.0%ETFMediumBoston, MA2026-10-26
EPG Wealth Management LLC
19,194$909.0K0.2%GrowthLowAtlanta, GA2026-11-03
Journey Beyond Wealth, LLC
19,015$900.6K0.7%ETFLowRoswell, GA2026-11-04
FF Advisors,LLC
18,864$893.4K0.3%ETFLowManhattan Beach, CA2026-10-21
Valley Forge Investment Consultants Inc ADV
18,814$891.0K0.2%ETFVery LowAudubon, PA2026-11-03
Procyon Advisors, LLC
18,716$886.4K0.0%CoreVery LowShelton, CT2026-10-21
MMA Asset Management LLC
18,649$883.2K0.3%ETFMediumNew York, NY2026-11-02
Frank, Rimerman Advisors LLC
18,614$881.5K0.0%GrowthLowPalo Alto, CA2026-10-16
Stirlingshire Investments, Inc.
18,288$866.1K0.6%ETFMediumNew York, NY2026-11-05
Elevate Wealth Advisory, Inc
18,255$864.6K0.4%ETFVery LowAthens, GA2026-10-29
Kohmann Bosshard Financial Services, LLC
18,206$862.2K0.1%ETFLowFairlawn, OH2026-11-04
Integrity Advisory Solutions, LLC
18,149$859.6K0.1%ETFMediumDallas, TX2026-10-29
MCF Advisors LLC
18,123$858.3K0.0%ETFLowLexington, KY2026-10-28
Revisor Wealth Management LLC
18,051$864.6K0.2%CoreLowAkron, OH2026-10-20
Summit Asset Management, LLC
18,008$852.9K0.1%ETFLowMemphis, TN2026-11-05
Wilmington Savings Fund Society, FSB
17,958$850.5K0.0%CoreLowWilmington, DE2026-10-23
Lynx Investment Advisory
17,900$847.7K0.3%ETFLowWashington, Dc, DC2026-10-27
Ascent Wealth Partners, LLC
17,829$844.4K0.1%GrowthLowNew Hartford, NY2026-10-23
Baker Tilly Wealth Management, LLC
17,363$822.3K0.2%GrowthLowMadison, WI2026-10-05
WPG Advisers, LLC
17,346$821.5K0.4%CoreLowBaltimore, MD2026-10-27
Hudock, Inc.
17,220$815.5K0.1%ETFLowWilliamsport, PA2026-10-14
Charles Schwab Trust Co
17,211$815.1K0.0%ETFLowHenderson, NV2026-10-15
Albion Financial Group
17,200$814.6K0.0%GrowthLowSalt Lake City, UT2026-10-21
Canopy Partners, LLC
17,194$814.3K0.2%GrowthLowCincinnati, OH2026-10-28
Parsons Capital Management Inc
17,188$814.0K0.0%CoreLowProvidence, RI2026-10-28
Clearview Wealth Management LLC
17,121$815.8K0.6%ETFLowIrvine, CA2026-10-16
Horizons Wealth Management
17,103$810.0K0.5%ETFLowAsheville, NC2026-10-05
Blankinship & Foster, LLC
16,489$780.9K0.2%ETFVery LowSolana Beach, CA2026-10-19
Inspirion Wealth Advisors, LLC
16,384$775.9K0.1%ETFMediumLibertyville, IL2026-10-09
Omni 360 Wealth, Inc.
16,286$771.3K0.3%ETFLowPlainsboro, NJ2026-10-13
Cypress Point Wealth Management, LLC
16,272$770.6K0.1%ETFLowDallas, TX2026-11-03
Breakwater Capital Group
16,272$770.6K0.1%ETFLowParamus, NJ2026-10-09
Southland Equity Partners LLC
16,209$767.7K0.1%ETFLowWildwood, MO2026-10-14
Affinity Capital Advisors, LLC
16,133$763.4K0.1%ETFLowBerkeley, CA2026-10-13
Smithbridge Asset Management Inc
16,095$762.3K0.1%GrowthLowChadds Ford, PA2026-10-19
Accredited Investor Services, LLC
16,086$761.8K0.4%ETFVery LowSt. Cloud, MN2026-10-22
Svrn Asset Management, LLC
15,915$753.7K0.4%ETFVery LowAustin, TX2026-11-02
Wetzel Investment Advisors, Inc.
15,888$752.5K0.3%ETFLowIndianapolis, IN2026-10-13
Benchmark Financial, LLC
15,828$749.6K0.6%ETFVery LowWilmington, DE2026-10-16
Hengehold Capital Management LLC
15,825$749.5K0.1%ETFLowCincinnati, OH2026-10-16
Able Financial Group, LLC
15,820$749.2K0.1%ETFLowScottsdale, AZ2026-10-14
Archford Capital Strategies, LLC
15,533$735.6K0.1%GrowthMediumSwansea, IL2026-10-19
Integrity Investment Advisors, LLC
15,337$726.4K0.3%ETFMediumFort Collins, CO2026-11-03
CWA Asset Management Group, LLC
15,244$722.0K0.0%CoreMediumNaples, FL2026-10-19
Parkside Financial Bank & Trust
15,242$721.9K0.0%CoreVery LowSaint Louis, MO2026-10-27
YHB Investment Advisors, Inc.
15,173$718.6K0.0%GrowthLowWest Hartford, CT2026-10-08
SP Asset Management LLC
15,117$715.9K0.1%CoreVery LowCupertino, CA2026-11-05
Connecticut Wealth Management, LLC
14,995$710.2K0.0%ETFLowFarmington, CT2026-10-13
Cypress Financial Planning LLC
14,949$708.0K0.2%ETFLowHaddon Heights, NJ2026-10-09
Pinnacle Bancorp, Inc.
14,853$703.4K0.2%CoreVery LowBeatrice, NE2026-10-21
Embree Financial Group
14,821$701.9K0.1%ETFLowChicago, IL2026-10-22
Ariston Services Group
14,666$694.6K0.4%ETFVery LowSan Diego, CA2026-10-16
Allegiance Financial Group Advisory Services LLC
14,653$694.0K0.1%ETFLowVienna, VA2026-11-02
Roman Butler Fullerton & Co
14,450$693.8K0.2%GrowthMediumSt Louis, MO2026-10-27
Leo Wealth, LLC
14,271$675.9K0.1%CoreLowHurst, TX2026-10-26
Jordan Park Trust Co LLC
14,094$667.5K0.4%Agg GrowthVery LowPortsmouth, NH2026-10-19
Brookmont Capital Management
14,073$666.5K0.4%ValueLowDallas, TX2026-10-23
American National Bank & Trust
13,941$660.2K0.1%CoreVery LowWichita Falls, TX2026-10-07
Verum Partners LLC
13,820$654.5K0.1%ETFLowCharlotte, NC2026-10-21
Midwest Financial Partners Investments, Inc.
13,819$654.5K0.3%ETFVery LowSt. Cloud, MN2026-10-08
Total Clarity Wealth Management, Inc.
13,705$649.1K0.1%ETFMediumSt. Charles, IL2026-10-26
Bond & Devick Financial Network, Inc.
13,688$648.3K0.2%ETFVery LowSt. Louis Park, MN2026-10-23
Richardson Financial Services Inc.
13,449$636.9K0.4%GrowthMediumMedway, MA2026-10-30
Stordahl Capital Management, Inc.
13,347$632.1K0.1%ETFVery LowGreenwood Village, CO2026-10-22
Revolve Wealth Partners, LLC
13,294$629.6K0.1%ETFVery LowHackensack, NJ2026-10-23
Stone Summit Wealth LLC
13,040$617.6K0.2%ETFLowMiami, FL2026-10-14
Bfsg, LLC
12,969$614.2K0.1%CoreLowIrvine, CA2026-10-30
Camden National Bank
12,946$613.1K0.1%CoreVery LowCamden, ME2026-11-02
Johnson Bixby & Associates, LLC
12,919$611.8K0.1%ETFMediumVancouver, WA2026-10-14
HT Partners LLC
12,904$611.1K0.2%ETFVery LowCenterbrook, CT2026-10-20
Symmetry Partners, LLC
12,904$611.1K0.0%ETFLowGlastonbury, CT2026-10-27
Neumann Capital Management, LLC
12,850$608.6K0.2%GrowthVery LowFoster City, CA2026-10-15
Factor Wealth Management LTD
12,826$607.4K0.1%ETFLowChicago, IL2026-10-08
Argonautica Private Wealth Management, Inc
12,810$606.7K0.2%GrowthLowWellesley, MA2026-11-02
Global Wealth Strategies & Associates
12,701$601.5K0.1%ETFLowDenver, CO2026-10-02
Haven Private, LLC
12,650$599.1K0.2%ETFMediumOrlando, FL2026-10-27
Chris Bulman Inc
12,547$594.2K0.2%ETFLowRoseville, CA2026-10-20
Signature Estate & Investment Advisors LLC
12,529$593.4K0.0%ETFMediumLos Angeles, CA2026-10-13
Navigate Wealth Management, LLC
12,524$592.6K0.4%ETFLowBirmingham, AL2026-10-14
GC Wealth Management RIA, LLC
12,492$591.6K0.0%GrowthMediumCambridge, MA2026-11-02
Hunter Associates Investment Management LLC
12,472$5920.0%CoreLowPittsburgh, PA2026-10-26
LVW Advisors, LLC
12,348$584.8K0.0%CoreMediumPittsford, NY2026-10-19
Caldwell Trust Co
12,312$583.1K0.0%GrowthLowVenice, FL2026-10-30
MW Advisory, LLC
12,286$581.9K0.2%CoreN/AAtlanta, GA2026-10-19
Bdfs Capital LLC
12,164$576.1K0.3%ETFLowRehoboth Beach, DE2026-10-14
Pension & Wealth Management Advisors, Inc.
12,107$573.4K0.1%ETFLowWaltham, MA2026-10-16
Copper Harbor Investment Advisors, LLC
11,935$565.2K0.1%ETFN/AAppleton, WI2026-10-16
4Wealth Advisors, Inc.
11,841$555.9K0.4%ETFMediumBurr Ridge, IL2026-10-13
Lodestar Private Asset Management LLC
11,815$559.6K0.0%ETFLowAlamo, CA2026-10-26
Rose Capital Advisors LLC
11,814$559.5K0.1%ETFN/AMiami Beach, FL2026-11-04
First Merchants Corp
11,750$556.5K0.0%GrowthLowMuncie, IN2026-10-15
Keystone Wealth Services, LLC
11,729$550.6K0.1%ETFHighPalm Desert, CA2026-11-03
Carrera Capital Advisors
11,718$554.9K0.1%ETFMediumTroy, MI2026-11-03
International Assets Investment Management, LLC
11,683$554.6K0.0%CoreVery HighOrlando, FL2026-11-02
Nicholas Hoffman & Company, Llc.
11,647$551.6K0.0%ETFVery LowAtlanta, GA2026-10-30
Simplicity Wealth,LLC
11,539$546.5K0.0%ETFLowSummit, NJ2026-10-23
FSM Wealth Advisors, LLC
11,496$544.0K0.1%ETFLowCleveland, OH2026-10-27
Arwa LLC
11,430$544.7K0.2%ETFMediumFort Worth, TX2026-10-21
Patriot Financial Group Insurance Agency, LLC
11,406$540.2K0.1%GrowthLowWalpole, MA2026-10-14
Retirement Planning Group, LLC
11,303$535.3K0.0%ETFVery LowLeawood, KS2026-10-19
Sigma Investment Counselors Inc
11,248$532.7K0.0%ETFLowNorthville, MI2026-10-27
Englebert Financial Advisers, LLC
11,215$531.1K0.5%ETFMediumAllentown, PA2026-10-20
Destiny Wealth Partners, LLC
11,179$544.8K0.1%ETFMediumTavares, FL2026-11-05
SpringVest Wealth Management LLC
11,143$527.7K0.3%ETFLowDallas, TX2026-10-27
Veery Capital, LLC
11,055$523.6K0.1%ETFVery LowWilmington, DE2026-10-07
Beacon Financial Group
11,052$523.4K0.0%ETFMediumDallas, TX2026-10-19
Westside Investment Management, Inc.
11,037$522.1K0.1%GrowthLowSanta Monica, CA2026-11-02
Latitude Advisors, LLC
10,962$519.2K0.2%ETFLowYorkville, IL2026-10-27
Northwest Wealth Management, LLC
10,882$515.4K0.1%ETFLowSpencer, IA2026-10-30
Broussard Financial Group LLC
10,860$514.3K0.4%ETFMediumKaplan, LA2026-10-26
Holos Integrated Wealth LLC
10,800$518.5K0.2%ETFLowKennett Square, PA2026-10-23
Hyposwiss Advisors SA
10,736$508.5K0.5%ETFLowGeneva, Switzerland2026-10-26
Sutton Place Investors LLC
10,552$499.7K0.2%ETFLowArmonk, NY2026-10-20
Pacific Park Financial, Inc.
10,467$495.7K0.3%ETFMediumLagina Hills, CA2026-10-13
Mainsail Financial Group, LLC
10,430$494.0K0.2%ETFLowBellevue, WA2026-10-23
Christensen, King & Associates Investment Services, Inc.
10,415$493.3K0.2%ETFVery LowRichland, WA2026-10-22
Wealth Management Resources, Inc.
10,373$491.3K0.2%ETFVery LowSmithfield, RI2026-10-21
Erickson Financial Group, LLC
10,329$489.2K0.3%ETFVery LowAllentown, PA2026-11-05
3 Factor Indexing, LLC
10,315$488.5K0.4%ETFLowSacramento, CA2026-10-15
Southern Michigan Bank & Trust
10,127$479.6K0.2%ETFLowColdwater, MI2026-10-19
Kelly Financial Services LLC
10,094$478.1K0.1%ETFMediumBraintree, MA2026-10-20
Values Added Financial LLC
10,087$477.7K0.2%ETFLowWashington, DC2026-10-28
Curbstone Financial Management Corp
10,050$476.0K0.1%CoreLowManchester, NH2026-10-21
Guardsman Private Capital Management, Inc.
9,910$469.3K0.3%ETFVery LowSarasota, FL2026-10-19
Retirement Financial Solutions, LLC
9,886$468.2K0.1%ETFMediumKnoxville, TN2026-10-20
Burk Holdings LLC
9,878$467.8K0.2%ETFVery LowTulsa, OK2026-11-05
First Financial Group Corp
9,739$461.2K0.4%ETFLowRaleigh, NC2026-10-22
Summit Wealth Group LLC / Co
9,726$460.6K0.0%ETFHighColorado Springs, CO2026-10-29
Uptick Partners, LLC
9,712$460.0K0.1%ETFLowNacogdoches, TX2026-11-04
Hummer Financial Advisory Services Inc
9,600$454.7K0.3%CoreVery LowChicago, IL2026-10-09
Monument Group Wealth Advisors, LLC
9,546$452.1K0.2%ETFHighConcord, MA2026-10-21
Walkner Condon Financial Advisors LLC
9,408$445.6K0.0%ETFLowVerona, WI2026-11-02
Anchyra Partners LLC
9,405$445.4K0.1%CoreLowAtlanta, GA2026-10-13
HCR Wealth Advisors
9,334$442.1K0.0%GrowthLowLos Angeles, CA2026-10-15
Global Wealth Management Investment Advisory, Inc.
9,287$439.8K0.1%CoreLowFort Lauderdale, FL2026-11-04
PUREfi Wealth, LLC
9,277$439.4K0.2%GrowthMediumBoston, MA2026-10-19
Centerline Wealth Advisors, LLC
9,256$438.4K0.1%ETFHighLouisville, KY2026-10-15
Ellis Investment Partners, LLC
9,158$433.7K0.1%ETFLowBerwyn, PA2026-10-21
Next Level Wealth Planning, LLC
9,088$430.4K0.2%ETFVery LowMeridian, ID2026-10-29
Bullseye Investment Management, LLC
9,075$429.8K0.2%ETFVery HighCincinnati, OH2026-10-29
Traveka Wealth, LLC
8,978$425.2K0.1%ETFLowLos Altos, CA2026-10-19
Stevens Capital Partners
8,973$424.9K0.1%ETFVery LowOmaha, NE2026-10-29
MassMutual Private Wealth & Trust, FSB
8,911$422.0K0.0%CoreLowSpringfield, MA2026-10-05
Artesa Financial Group, LLC
8,775$415.6K0.3%ETFLowConroe, TX2026-10-29
Shearwater Capital LLC
8,739$413.9K0.2%ETFVery LowDenver, CO2026-10-13
Sigma Planning Corp
8,728$428.1K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Austin Asset Management Co Inc
8,654$409.9K0.1%ETFVery LowAustin, TX2026-10-29
Verdence Capital Advisors LLC
8,648$409.6K0.0%CoreMediumHunt Valley, MD2026-10-26
RMR Wealth Builders
8,611$407.8K0.0%ETFLowMontclair, NJ2026-10-22
Clear Creek Financial Management, LLC
8,560$405.4K0.0%ETFMediumSilverdale, WA2026-10-28
Allstreet Capital Advisors LLC
8,559$405.3K0.3%ETFVery LowLos Angeles, CA2026-11-04
NWF Advisory Services Inc.
8,487$402.0K0.0%GARPLowLos Angeles, CA2026-10-19
Virtue Asset Management LLC
8,455$400.4K0.3%CoreLowBarrington, IL2026-10-21
JB Capital LLC
8,283$392.3K0.0%ETFMediumWethersfield, CT2026-10-19
Heritage Wealth Management, Inc.
8,265$391.4K0.1%CoreLowCincinnati, OH2026-10-28
EnRich Financial Partners LLC
8,256$391.0K0.1%ETFVery LowMadison, WI2026-10-21
L. Roy Papp & Associates, LLP
8,200$388.4K0.0%CoreVery LowPhoenix, AZ2026-10-21
Realta Investment Advisors
8,180$387.4K0.1%GrowthMediumWilmington, DE2026-10-14
Dominguez Wealth Management Solutions, Inc.
8,099$383.6K0.2%CoreVery LowWilliamsburg, VA2026-10-07
Shepherd Street Advisors LLC
8,085$383.1K0.3%GrowthLowLarkspur, CA2026-10-21
Sawgrass Asset Management LLC
8,085$382.9K0.1%GrowthMediumPonte Vedra Beach, FL2026-11-03
XY Planning Network, Inc.
7,938$375.9K0.0%ETFLowBozeman, MT2026-10-14
Victory Financial Group, LLC
7,896$374.0K0.0%ETFLowAustin, TX2026-10-27
Appleton Partners Inc
7,892$3740.0%GrowthLowBoston, MA2026-10-30
Long Island Wealth Management, Inc.
7,889$373.6K0.1%ETFLowMelville, NY2026-10-20
Navigoe, LLC
7,871$3720.0%ETFVery LowRedondo Beach, CA2026-11-04
B. Riley Wealth Advisors, Inc.
7,792$369.0K0.0%GrowthLowMemphis, TN2026-10-13
Narus Financial Partners, LLC
7,764$367.7K0.1%ValueLowSalt Lake City, UT2026-10-19
Gerber Kawasaki Wealth & Investment Management
7,727$366.0K0.0%ETFLowSanta Monica, CA2026-10-29
Sovran Advisors, LLC
7,684$374.2K0.0%ETFMediumSan Diego, CA2026-11-02
Serenity Investment Advisors
7,605$360.2K0.2%ETFVery LowChicago, IL2026-10-30
Penobscot Wealth Management
7,589$359.4K0.1%ETFVery LowPortland, ME2026-10-21
Roan Capital Partners
7,578$358.9K0.3%ETFMediumJohnson City, TN2026-10-09
Whalen Wealth Management Inc.
7,529$356.6K0.2%GrowthHighLas Vegas, NV2026-10-08
Northland Capital Management LLC
7,517$356.0K0.2%ETFMediumVirginia, MN2026-10-15
Iron Financial LLC
7,480$354.3K0.1%ETFLowNorthbrook, IL2026-10-23
LongView Wealth Management
7,443$352.5K0.1%ETFLowAtlanta, GA2026-10-19
True North Advisors, LLC
7,430$351.9K0.0%CoreMediumDallas, TX2026-10-22
Nilsine Partners, LLC
7,349$348.0K0.0%CoreMediumGreenwood Village, CO2026-11-02
Confluence Wealth Services, Inc.
7,279$344.7K0.0%ETFVery LowMcmurray, PA2026-11-05
Birch Financial Group, LLC
7,234$342.6K0.2%CoreLowKeene, NH2026-10-27
Legacy Capital Wealth Partners, LLC
7,178$340.0K0.1%CoreMediumLittle Rock, AR2026-10-21
Progressive Investment Management Corp
7,135$337.9K0.1%GrowthLowLake Oswego, OR2026-10-26
LCW Services, LLC
7,054$334.1K0.1%ETFLowVirginia Beach, VA2026-10-21
Powers Advisory Group, LLC
7,051$333.9K0.1%ETFVery LowHighland, IL2026-10-14
Nabity-Jensen Investment Management Inc
6,976$330.4K0.2%ETFVery LowOmaha, NE2026-10-23
Verus Capital Partners, LLC
6,925$328.0K0.0%GrowthLowScottsdale, AZ2026-11-03
First Citizens Financial Corp
6,912$327.4K0.1%ETFLowMason City, IA2026-10-02
Trust Co
6,865$325.1K0.0%ETFVery LowManhattan, KS2026-10-09
Robinswood Financial LLC
6,865$329.6K0.1%ETFVery LowKirkland, WA2026-10-20
Northcape Wealth Management, LLC
6,808$322.4K0.1%CoreLowWilliamsville, NY2026-11-04
Landaas & Co
6,707$317.6K0.1%ETFVery LowMilwaukee, WI2026-10-29
Brighton Securities Corp.
6,601$312.6K0.1%ETFVery LowRochester, NY2026-10-08
Independent Wealth Network Inc.
6,530$309.3K0.1%ETFMediumUrbandale, IA2026-10-19
GLR Partners, LLC
6,435$304.8K0.1%GrowthN/AColumbia, MD2026-11-04
Worth Asset Management, LLC
6,398$303.0K0.1%ETFHighDallas, TX2026-10-07
Cultivar Capital, Inc.
6,375$301.9K0.2%YieldLowDenton, TX2026-10-14
Braun-Bostich & Associates Inc.
6,359$301.2K0.2%ETFMediumCanonsburg, PA2026-10-20
Financial Futures Ltd Liability Co.
6,338$300.2K0.1%ETFLowBrielle, NJ2026-10-13
Bill Few Associates, Inc.
6,334$300.0K0.1%CoreVery LowSewickley, PA2026-10-09
Graetz Wealth LLC
6,278$297.3K0.2%ETFMediumJenison, MI2026-10-27
BridgePort Financial Solutions, LLC
6,262$296.6K0.1%ETFLowFairfield, IA2026-11-02
Bright Financial Advisors, Inc.
6,255$296.2K0.1%ETFVery LowPortage, MI2026-10-23
Net Worth Advisory Group
6,253$296.8K0.1%GARPMediumSandy, UT2026-10-20
Capital Investment Advisors, LLC
6,218$294.5K0.0%CoreLowAtlanta, GA2026-10-22
Weaver Consulting Group
6,216$294.4K0.1%ETFLowHuntington Beach, CA2026-10-07
One Way Holdings LLC
6,198$293.5K0.0%CoreMediumFlower Mound, TX2026-10-29
DecisionMap Wealth Management, LLC
6,189$293.1K0.2%ETFLowGreat Falls, VA2026-10-29
Level Financial Advisors
6,101$289.0K0.1%ETFLowEast Amherst, NY2026-10-13
Portfolio Resources Advisor Group, Inc.
6,045$305.8K0.3%ETFMediumCoral Gables, FL2026-10-20
Rise Advisors, LLC
6,009$284.6K0.1%ETFMediumRochester, NY2026-10-16
Accelerate Investment Advisors LLC
5,994$283.9K0.2%ETFLowAliso Viejo, CA2026-11-02
Meridian Financial Advisors, LLC
5,984$283.4K0.1%ETFVery LowHolliston, MA2026-10-14
Clear Point Advisors Inc.
5,975$283.0K0.2%ETFMediumMelville, NY2026-10-30
Trinity Wealth Management, LLC
5,974$282.9K0.1%ETFMediumBerwyn, PA2026-10-13
Bell Investment Advisors, Inc
5,973$282.9K0.0%ETFVery LowOrinda, CA2026-10-29
Uhlmann Price Securities, LLC
5,971$282.8K0.0%Agg GrowthLowSkokie, IL2026-11-03
Global Financial Private Client, LLC
5,968$282.6K0.1%GrowthLowSarasota, FL2026-10-15
Wells Financial Advisors Inc
5,880$278.5K2.6%ETFVery LowFramingham, MA2026-11-02
Founders Grove Wealth Partners, LLC
5,737$271.7K0.1%ETFLowRichmond, VA2026-10-16
Towerpoint Wealth, LLC
5,732$271.5K0.1%ETFLowSacramento, CA2026-10-13
Able Wealth Management LLC
5,726$271.2K0.1%ETFMediumToms River, NJ2026-10-13
Lodestone Wealth Management LLC
5,698$269.9K0.1%CoreLowSpokane, WA2026-10-14
Greenup Street Wealth Management LLC
5,679$269.0K0.0%ETFMediumOverland Park, KS2026-10-28
Hill Island Financial LLC
5,623$266.3K0.1%ETFLowGrand Rapids, MI2026-10-20
Rockland Trust Co
5,616$266.0K0.0%CoreLowHanover, MA2026-10-05
Pioneer Wealth Management Group
5,614$265.9K0.1%ETFLowAustin, TX2026-10-09
Middleton & Co Inc
5,600$265.2K0.0%GrowthLowBoston, MA2026-10-23
Unify Financial Advisors
5,500$260.5K0.2%ETFMediumClearwater, FL2026-11-03
Baldwin Wealth Partners LLC
5,465$258.8K0.0%GrowthLowMarion, MA2026-10-13
Greenwood Gearhart LLC
5,444$257.8K0.0%ETFLowFayetteville, AR2026-11-02
Activest Wealth Management
5,400$255.7K0.0%ETFLowAventura, FL2026-10-15
Accredited Investors Inc.
5,308$251.4K0.0%ETFLowEdina, MN2026-11-03
Intrua Financial, LLC
5,260$249.1K0.0%ETFMediumHouston, TX2026-10-28
Heritage Wealth Management, Inc.
5,259$249.1K0.1%ETFLowSan Diego, CA2026-10-27
Quantum Financial Planning Services, Inc.
5,258$249.0K0.1%ETFVery LowSpokane, WA2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
5,247$248.5K0.0%GrowthVery LowSeattle, WA2026-10-27
Mokosak Advisory Group, LLC
5,241$248.2K0.1%ETFVery LowUrbandale, IA2026-10-20
Premier Path Wealth Partners, LLC
5,238$248.1K0.0%GrowthMediumMadison, NJ2026-10-16
LexAurum Advisors, LLC
5,157$244.2K0.0%ETFLowOverland Park, KS2026-10-19
Creative Capital Management Investments LLC
5,133$243.1K0.1%ETFLowSan Diego, CA2026-10-28
TME Financial, Inc.
5,128$242.9K0.1%ETFMediumHuntington Beach, CA2026-10-14
Legacy Financial Strategies, LLC
5,100$241.5K0.0%ETFLowOverland Park, KS2026-10-15
ADE, LLC
5,100$241.5K0.1%ETFLowBaltimore, MD2026-10-29
Successful Portfolios LLC
5,088$241.0K0.1%CoreVery LowClearwater, FL2026-10-09
Optima Capital LLC
5,078$240.5K0.1%ETFHighPortland, OR2026-10-29
Advocate Investing Services LLC
5,012$237.4K0.2%ETFLowWoodbine, MD2026-10-26
UMB Private Wealth Management, LLC
4,976$235.7K0.2%GrowthN/AKansas City, MO2026-10-19
Briggs Wealth Management, Inc
4,938$233.9K0.2%ETFLowGlastonbury, CT2026-10-26
Cooksen Wealth, LLC
4,925$233.1K0.1%ETFVery LowThe Woodlands, TX2026-10-13
Syntegra Private Wealth Group, LLC
4,899$232.0K0.0%ETFLowChesterfield, MO2026-10-13
Physician Wealth Advisors, Inc.
4,841$229.3K0.0%ETFMediumMidvale, UT2026-10-20
Guyasuta Investment Advisors Inc
4,822$228.3K0.0%CoreVery LowPittsburgh, PA2026-10-15
General Partner, Inc.
4,808$227.7K0.1%CoreLowPittsburgh, PA2026-10-05
Sowell Financial Services LLC
4,690$222.1K0.0%CoreLowNorth Little Rock, AR2026-10-23
Andrews Advisory Associates, LLC
4,613$218.5K0.1%ETFLowHonolulu, HI2026-10-15
Magnus Financial Group LLC
4,579$216.9K0.0%ETFLowNew York, NY2026-10-21
Cora Capital Advisors LLC
4,564$216.2K0.1%ETFLowMarlton, NJ2026-11-02
Signature Equity Partners, LLC
4,546$215.3K0.1%GrowthMediumColumbus, OH2026-10-29
Kanawha Capital Management LLC
4,544$215.2K0.0%CoreVery LowRichmond, VA2026-10-19
Key Client Fiduciary Advisors, LLC
4,500$213.1K0.1%ValueMediumFairfield, NJ2026-10-19
Kachkovsky & Fisher, Inc.
4,497$213.0K0.2%ETFN/ASan Diego, CA2026-10-21
Cadent Capital Advisors, LLC
4,484$212.4K0.0%ETFHighTulsa, OK2026-10-09
Orca Wealth Management, LLC
4,468$211.6K0.1%GARPLowNew Port Richey, FL2026-10-14
Kendall Capital Management
4,467$211.6K0.0%GARPLowRockville, MD2026-10-23
Two West Capital Advisors LLC
4,457$209.2K0.1%ETFLowOverland Park, KS2026-10-15
Morton Capital Management LLC
4,432$209.9K0.0%ETFVery LowCalabasas, CA2026-10-23
Concord Wealth Partners
4,413$209.0K0.0%GrowthLowAbingdon, VA2026-11-02
Cornerstone Planning Group LLC
4,393$207.9K0.0%ETFMediumFairfield, NJ2026-10-16
BCS Wealth Management
4,344$205.7K0.0%ETFVery LowJohnson City, TN2026-11-03
Fortitude Advisory Group L.L.C.
4,314$204.3K0.1%GrowthMediumGig Harbor, WA2026-10-15
Leverty Financial Group, LLC
4,306$203.9K0.0%ETFVery LowHudson, WI2026-10-08
Exchange Bank
4,295$203.4K0.1%CoreLowSanta Rosa, CA2026-10-07
Financial Management Network Inc
4,293$202.9K0.0%ETFLowMission Viejo, CA2026-10-09
Tsfg, LLC
4,253$2010.0%ETFLowLake Forest, IL2026-10-23
LaFleur & Godfrey LLC
4,235$200.6K0.0%GrowthLowGrand Rapids, MI2026-10-27
Howard Wealth Management, LLC
4,223$200.0K0.1%ETFVery LowMadison, CT2026-10-28
Financial Perspectives, Inc
3,921$185.7K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Fairscale Capital, LLC
3,549$173.5K0.1%GrowthVery LowNashua, NH2026-11-04
Essential Investment Partners LLC
3,500$165.8K0.1%GrowthLowEnglewood, CO2026-10-27
Downshift Financial, LLC
3,288$155.7K0.1%ETFLowBoulder, CO2026-10-13
Silver Grove Financial Group, Inc.
3,088$146.2K0.1%CoreMediumOrchard Park, NY2026-11-05
Financial Network Wealth Advisors LLC
2,818$133.5K0.1%ETFLowMurray, UT2026-10-28
Retirement Wealth Solutions LLC
2,588$122.6K0.1%ETFLowMarshfield, WI2026-10-07
Montag A & Associates Inc
2,555$121.0K0.0%CoreLowAtlanta, GA2026-10-29
Versant Capital Management, Inc
2,466$116.8K0.0%GARPLowPhoenix, AZ2026-10-02
Redwood Park Advisors LLC
2,427$114.9K0.1%ETFVery LowRedwood City, CA2026-11-02
Covestor Ltd
2,257$1070.0%ValueHighLondon, United Kingdom2026-10-30
Nova Financial LLC
2,225$105.4K0.0%N/AN/ATucson, AZ2026-11-04
Mascoma Wealth Management LLC
2,192$103.8K0.0%ETFVery LowHanover, NH2026-10-23
Beacon Investment Advisory Services, Inc.
2,169$102.7K0.0%GrowthLowMorristown, NJ2026-10-13
Princeton Global Asset Management LLC
2,087$98.9K0.0%GrowthLowPrinceton, NJ2026-10-21
Triumph Capital Management
2,043$96.8K0.0%ETFMediumDenver, CO2026-10-14
Thurston, Springer, Miller, Herd & Titak, Inc.
2,000$94.7K0.2%GrowthMediumIndianapolis, IN2026-10-14
Clean Yield Group
1,974$93.5K0.0%CoreLowNorwich, VT2026-10-28
IMG Wealth Management, Inc.
1,954$92.5K0.0%ETFMediumJacksonville, FL2026-10-27
Abound Wealth Management
1,907$90.3K0.0%ETFVery LowFranklin, TN2026-10-26
Rydar Equities, Inc.
1,585$74.6K0.0%CoreVery LowWeatherford, TX2026-10-13
City Holding Co
1,517$71.8K0.0%CoreLowCharleston, WV2026-10-19
Nfsg Corp
1,501$71.1K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Birchwood Financial Partners, Inc.
1,420$67.3K0.1%ETFVery LowBloomington, MN2026-11-02
Pinnacle Wealth Planning Services, Inc.
1,379$65.3K0.0%GARPLowMansfield, OH2026-10-27
High Note Wealth, LLC
1,296$61.4K0.0%ETFVery LowDeephaven, MN2026-10-27
Trust Co of Toledo NA
1,250$59.2K0.0%GrowthVery LowHolland, OH2026-10-16
Oakworth Capital, Inc.
1,232$58.3K0.0%ETFLowBirmingham, AL2026-10-26
KFG LLC
1,210$57.3K0.0%ETFN/ARapid City, SD2026-11-02
First Financial Corp
1,175$55.6K0.0%CoreVery LowTerre Haute, IN2026-10-13
Cromwell Holdings LLC
1,160$54.9K0.0%IndexLowJackson, WY2026-10-28
Blueline Advisors LLC
1,088$51.5K0.0%ETFLowExeter, NH2026-10-15
Pittenger & Anderson Inc
1,081$51.2K0.0%CoreLowLincoln, NE2026-11-02
Golden State Wealth Management, LLC
1,078$51.1K0.0%ETFMediumSanta Ana, CA2026-11-02
Security National Bank
1,058$50.1K0.0%GrowthLowOmaha, NE2026-10-26
City State Bank
1,054$49.9K0.0%GrowthVery LowNorwalk, IA2026-10-20
Rossmore Private Capital
1,000$47.4K0.0%CoreLowGlastonbury, CT2026-10-27
Trust Co of Vermont
990$46.9K0.0%CoreVery LowBrattleboro, VT2026-10-21
Global Trust Asset Management, LLC
925$43.8K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Farmers & Merchants Investments Inc
850$40.3K0.0%CoreVery LowLincoln, NE2026-10-22
Arlington Trust Co LLC
750$35.5K0.0%ETFMediumBirmingham, AL2026-10-20
Financially Speaking Inc
697$33.0K0.0%ETFHighGreenwood Village, CO2026-11-05
Cape Investment Advisory, Inc.
671$31.8K0.0%ETFLowMcdonough, GA2026-10-13
Signaturefd, LLC
667$31.6K0.0%IndexLowAtlanta, GA2026-10-23
Chilton Capital Management LLC
589$27.9K0.0%GrowthMediumHouston, TX2026-10-28
Wolff Wiese Magana LLC
571$27.0K0.0%GrowthLowCarslbad, CA2026-10-15
Valley National Advisers Inc
511$24.2K0.0%ETFLowBethlehem, PA2026-10-23
Maryland Capital Advisors Inc.
470$22.3K0.0%ETFVery LowChester, MD2026-10-15
Smallwood Wealth Investment Management, LLC
469$22.2K0.0%ETFVery LowRed Bank, NJ2026-10-30
Pflug Koory, LLC
424$20.1K0.0%CoreVery LowOmaha, NE2026-10-26
Kingdom Financial Group Llc.
405$19.2K0.0%ETFMediumPeoria, AZ2026-11-04
Wealth Enhancement Trust Services, Inc.
382$18.1K0.0%GrowthMediumSioux Falls, SD2026-10-07
Cassaday & Co Wealth Management LLC
373$17.7K0.0%ETFVery LowMclean, VA2026-10-27
Moisand Fitzgerald Tamayo, LLC
357$16.9K0.0%ETFVery LowOrlando, FL2026-10-15
Larson Financial Group LLC
332$15.7K0.0%GrowthLowSt Louis, MO2026-11-05
Investors Research Corp
320$15.2K0.0%ETFLowAtlanta, GA2026-10-07
Noble Wealth Management PBC
316$15.0K0.0%YieldMediumGreenwood Village, CO2026-10-01
Robbins Farley
314$14.9K0.0%CoreMediumBedford, NH2026-10-21
Networth Advisors, LLC
307$14.5K0.0%ETFMediumCanonsburg, PA2026-11-03
Plante Moran Financial Advisors, LLC
305$14.4K0.0%ETFVery LowSouthfield, MI2026-11-04
Maseco LLP
283$13.4K0.0%ETFVery LowLondon, United Kingdom2026-10-27
Eukles Asset Management
274$13.0K0.0%CoreLowCincinnati, OH2026-11-04
Buck Wealth Strategies, LLC
265$12.5K0.0%ValueMediumDenver, CO2026-10-28
Valley Wealth Managers, Inc.
230$10.9K0.0%GARPMediumParamus, NJ2026-10-09
Vima LLC
228$10.8K0.0%CoreLowTroy, MI2026-10-23
Aspect Partners, LLC
214$10.1K0.0%ETFMediumFairfax, VA2026-10-20
Planning Strategies Inc.
176$8.3K0.0%ETFN/ALancaster, PA2026-10-02
Transce3nd, LLC
172$8.3K0.0%GrowthLowBuda, TX2026-10-26
Western Pacific Wealth Management, LP
159$7.5K0.0%GrowthLowLake Forest, IL2026-10-16
Spurstone Advisory Services, LLC
148$7.0K0.1%CoreLowHigganum, CT2026-11-02
Lanark Financial, Inc.
142$6.7K0.0%CoreMediumBirmingham, AL2026-10-26
Atlantic Edge Private Wealth Management, LLC
125$5.9K0.0%CoreLowJacksonville, FL2026-10-20
GHP Investment Advisors, Inc.
108$5.1K0.0%CoreVery LowDenver, CO2026-10-15
Mountain Hill Investment Partners Corp.
100$4.7K0.0%GrowthHighAtlantic Highlands, NJ2026-10-23
Eastern Bank
75$3.6K0.0%GrowthMediumBoston, MA2026-10-05
Compass Financial Management LLC
74$3.5K0.0%CoreN/ATampa, FL2026-10-30
Pacifica Partners Inc.
63$3.0K0.0%CoreLowSurrey, South Africa2026-10-09
Quaker Wealth Management, LLC
48$2.3K0.0%ETFMediumMoorestown, NJ2026-10-22
Community Financial Services Group, LLC
37$1.8K0.0%GrowthLowNewport, VT2026-10-15
Dhjj Financial Advisors, Ltd.
16$7510.0%ETFVery LowNaperville, IL2026-10-23
POM Investment Strategies, LLC
3$1420.0%ETFVery HighRaleigh, NC2026-10-20
Financial Management Professionals, Inc.
1$310.0%ETFMediumAustin, TX2026-10-23
Hughes Financial Services, LLC
1$490.0%ETFLowHerndon, VA2026-10-30
Elyxium Wealth, LLC
1$380.0%GrowthVery LowBeverly Hills, CA2026-10-27