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Vanguard Mid-Cap Growth ETF (VOT)

CUSIP: 922908538 | NYSE | 2155 institutional holders

Quarters

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

Assetmark, Inc2,130,331
1.0% of portfolio›$622.3M
Vantagepoint Investment Advisers LLC1,076,476
2.4% of portfolio›$314.4M
Stephens Group Asset Management, LLC689,650
11.5% of portfolio›$201.4M
Busey Bank299,249
2.1% of portfolio›$87.4M
Truist Financial Corp257,322
0.1% of portfolio›$75.2M
McAdam, LLC239,740
2.6% of portfolio›$70.0M
Everhart Financial Group, Inc.234,303
4.2% of portfolio›$68.4M
Orgel Wealth Management, LLC214,701
1.2% of portfolio›$62.7M
Avior Wealth Management, LLC214,638
1.7% of portfolio›$62.7M
Commonwealth Equity Services, LLC210,457
0.1% of portfolio›$61.5M
Farther Finance Advisors, LLC189,555
0.4% of portfolio›$55.4M
Creative Planning168,733
0.0% of portfolio›$49.3M
Kestra Advisory Services, LLC167,731
0.1% of portfolio›$49.0M
Trust Co164,992
4.2% of portfolio›$48.2M
Kwmg, LLC156,923
3.3% of portfolio›$45.8M
Wealth Enhancement Advisory Services, LLC111,905
0.0% of portfolio›$33.3M
Presilium Private Wealth, LLC106,827
4.6% of portfolio›$31.2M
Rodgers & Associates, LTD105,621
2.9% of portfolio›$30.9M
Cassaday & Co Wealth Management LLC102,159
0.5% of portfolio›$29.8M
Inspirion Wealth Advisors, LLC97,518
3.2% of portfolio›$28.5M
Black Diamond Financial, LLC95,837
2.4% of portfolio›$28.0M
Aire Advisors, LLC93,030
4.4% of portfolio›$27.2M
Wilmington Savings Fund Society, FSB92,583
0.6% of portfolio›$27.0M
Associated Banc-Corp90,784
0.6% of portfolio›$26.5M
WoodTrust Financial Corp89,181
0.0% of portfolio›$26.1K
Praetorian Wealth Management, Inc.85,194
4.3% of portfolio›$24.9M
Citigroup Inc84,252
0.0% of portfolio›$24.6M
Bryn Mawr Trust Advisors, LLC82,981
1.0% of portfolio›$24.2M
Cambridge Investment Research Advisors, Inc.75,452
0.0% of portfolio›$22.0K
Copper Harbor Investment Advisors, LLC73,477
4.4% of portfolio›$21.5M
Robertson Stephens Wealth Management, LLC70,501
0.5% of portfolio›$20.6M
Whitaker-Myers Wealth Managers, Ltd.64,686
3.1% of portfolio›$18.9M
Marion Wealth Management64,360
3.7% of portfolio›$18.8M
HRC Wealth Management, LLC63,892
7.4% of portfolio›$18.7M
Glenview Trust Co57,532
0.2% of portfolio›$16.8M
Independent Financial Group, LLC56,693
0.3% of portfolio›$16.6M
Clayton Financial Group LLC54,983
8.4% of portfolio›$16.1M
Arvest Investments, Inc.51,424
1.8% of portfolio›$15.0M
Inspire Trust Co, N.A.51,000
2.0% of portfolio›$14.9M
Old National Bancorp50,894
0.3% of portfolio›$14.9M
Roberts Financial Services LLC49,837
4.3% of portfolio›$14.6M
Compton Wealth Advisory Group, LLC46,707
2.8% of portfolio›$13.8M
First Horizon Corp46,497
0.5% of portfolio›$13.6M
Midwest Trust Co46,063
0.1% of portfolio›$13.5M
GHP Investment Advisors, Inc.45,638
0.5% of portfolio›$13.3M
Davis Investment Partners, LLC44,279
4.0% of portfolio›$12.9M
Wolff Financial Management LLC43,487
2.6% of portfolio›$12.7M
Bokf, NA43,005
0.2% of portfolio›$12.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management42,759
0.2% of portfolio›$12.5M
Eagle Strategies LLC42,745
1.2% of portfolio›$12.5M
Avantax Planning Partners, Inc.41,614
0.3% of portfolio›$12.2M
Fusion Capital, LLC41,537
2.7% of portfolio›$12.1M
Provident Wealth Management, LLC40,250
4.2% of portfolio›$11.8M
D.A. Davidson & Co.40,235
0.1% of portfolio›$11.8M
Marietta Wealth Management, LLC39,937
1.2% of portfolio›$11.6M
Gladwyn Financial Advisors, Inc.39,723
7.4% of portfolio›$11.6M
Sage Financial Group Inc38,368
0.6% of portfolio›$11.2M
RTD Financial Advisors, Inc.36,126
1.2% of portfolio›$10.6M
Concurrent Investment Advisors, LLC35,702
0.1% of portfolio›$10.4M
Prosperity Planning, Inc.35,186
2.3% of portfolio›$10.3M
Bare Financial Services, Inc35,076
2.3% of portfolio›$10.2M
Nfsg Corp34,592
1.2% of portfolio›$10.1M
Kestra Private Wealth Services, LLC34,529
0.1% of portfolio›$10.1M
Lmcg Investments, LLC32,672
0.5% of portfolio›$9.5M
Connecticut Wealth Management, LLC32,396
0.3% of portfolio›$9.5M
Junk Investment Group, LLC31,608
3.8% of portfolio›$9.2M
Harbor Investment Advisory, LLC31,267
0.6% of portfolio›$9.1M
Hapanowicz & Associates Financial Services, Inc29,198
2.6% of portfolio›$8.5M
Pittenger & Anderson Inc28,675
0.3% of portfolio›$8.4M
MMA Asset Management LLC28,179
2.6% of portfolio›$8.2M
Ascent Group, LLC24,936
0.2% of portfolio›$7.3M
Aufman Associates Inc24,715
3.0% of portfolio›$7.2M
Highland Capital Management, LLC24,150
0.3% of portfolio›$7.1M
Eclectic Associates Inc23,600
0.8% of portfolio›$6.9M
MassMutual Private Wealth & Trust, FSB23,591
0.2% of portfolio›$6.9M
Greenup Street Wealth Management LLC23,554
0.8% of portfolio›$6.9M
Kieckhefer Group LLC23,526
2.7% of portfolio›$6.9M
Regions Financial Corp23,484
0.0% of portfolio›$6.9M
Integrity Alliance, Llc.23,364
0.2% of portfolio›$6.8M
Cranbrook Wealth Management, LLC23,291
1.3% of portfolio›$6.8M
IVC Wealth Advisors LLC23,039
2.7% of portfolio›$6.7M
Genesis Private Wealth, LLC22,908
1.9% of portfolio›$6.7M
Zeit Capital LLC22,672
4.1% of portfolio›$6.6M
Perigon Wealth Management, LLC22,575
0.1% of portfolio›$6.6M
HB Wealth Management, LLC22,496
0.0% of portfolio›$6.6M
First United Bank & Trust22,270
1.9% of portfolio›$6.5M
Arch Global Advisors, LLC21,995
2.7% of portfolio›$6.4M
Tenret Co LLC21,960
2.8% of portfolio›$6.4M
Ashton Thomas Private Wealth, LLC21,905
0.1% of portfolio›$6.4M
Park Avenue Securities LLC20,998
0.0% of portfolio›$6.1K
Councilor Wealth, LLC19,753
2.4% of portfolio›$5.8M
Aprio Wealth Management, LLC19,747
0.3% of portfolio›$5.8M
rebel Financial LLC19,110
2.3% of portfolio›$5.6M
IFP Advisors, Inc18,927
0.1% of portfolio›$5.5M
Baring Financial LLC17,962
2.8% of portfolio›$5.2M
Fifth Third Securities, Inc.17,816
0.3% of portfolio›$5.2M
Citizens Financial Group Inc17,752
0.1% of portfolio›$5.2M
Moneco Advisors, LLC17,516
0.3% of portfolio›$5.1M
CX Institutional17,253
0.1% of portfolio›$5.0K
Mather Group, Llc.16,491
0.0% of portfolio›$4.8M
Titleist Asset Management, LLC16,297
0.3% of portfolio›$4.8M
Brighton Jones LLC16,243
0.1% of portfolio›$4.7M
Farmers & Merchants Trust Co of Chambersburg PA15,810
0.0% of portfolio›$4.6K
Wealthcare Advisory Partners LLC15,216
0.1% of portfolio›$4.4M
Atria Investments, Inc14,265
0.0% of portfolio›$4.2M
White Lighthouse Investment Management Inc.14,257
0.5% of portfolio›$4.2M
Ifrah Financial Services, Inc.14,133
1.0% of portfolio›$4.1M
Sylvest Advisors, LLC14,059
1.8% of portfolio›$4.1M
Cohen Klingenstein LLC13,984
0.1% of portfolio›$4.1M
Clark Financial Services Group Inc13,779
1.9% of portfolio›$4.0M
PFG Advisors13,722
0.2% of portfolio›$4.0M
Wealth Enhancement Trust Services, Inc.13,687
0.4% of portfolio›$4.0M
MidAtlantic Capital Management, Inc.13,605
2.4% of portfolio›$4.0M
Berman McAleer LLC13,464
0.5% of portfolio›$3.9M
Sovran Advisors, LLC13,299
0.3% of portfolio›$3.9M
MSH Capital Advisors LLC13,201
0.6% of portfolio›$3.9M
Allstreet Capital Advisors LLC13,177
2.5% of portfolio›$3.8M
Mustard Seed Financial, LLC12,743
1.9% of portfolio›$3.7M
Wedmont Private Capital12,730
0.1% of portfolio›$3.8M
Founders Grove Wealth Partners, LLC12,297
0.7% of portfolio›$3.6M
Krilogy Financial LLC12,266
0.1% of portfolio›$3.7M
SilverOak Wealth Management LLC12,074
0.4% of portfolio›$3.5M
Crestwood Advisors Group, LLC12,032
0.1% of portfolio›$3.5M
Moody National Bank Trust Division12,029
0.3% of portfolio›$3.5M
Juncture Wealth Strategies, LLC11,968
0.9% of portfolio›$3.5M
Vise Technologies, Inc.11,905
0.0% of portfolio›$3.5M
Choreo, LLC11,655
0.0% of portfolio›$3.4M
Steph & Co11,646
0.9% of portfolio›$3.4M
Sagace Wealth Management LLC11,577
2.1% of portfolio›$3.4M
Chicago Partners Investment Group LLC11,577
0.1% of portfolio›$3.3M
Sterling Financial Planning, Inc.11,551
0.9% of portfolio›$3.4M
First Premier Bank11,520
0.0% of portfolio›$3.4K
Lionshead Wealth Management, LLC11,431
2.3% of portfolio›$3.3M
Valley Wealth Managers, Inc.11,313
0.2% of portfolio›$3.3M
Founders Financial Securities LLC11,297
0.2% of portfolio›$3.3M
American Financial & TAX Strategies Inc11,110
1.5% of portfolio›$3.2M
Prospera Financial Services Inc10,967
0.0% of portfolio›$3.1M
Patriot Investment Management Group, Inc.10,965
0.2% of portfolio›$3.2M
Visionary Wealth Advisors10,947
0.1% of portfolio›$3.2M
Thrive Capital Management, LLC10,740
0.6% of portfolio›$3.1M
Fingerlakes Wealth Management, Inc.10,546
1.6% of portfolio›$3.1M
Tower View Wealth Management LLC10,370
1.3% of portfolio›$3.0M
Capital Advisors, Ltd. LLC9,924
0.0% of portfolio›$2.9K
Lodestar Private Asset Management LLC9,529
0.2% of portfolio›$2.8M
Victory Financial Group, LLC9,503
0.3% of portfolio›$2.8M
Intergy Private Wealth, LLC9,481
0.6% of portfolio›$2.8M
Joseph P. Lucia & Associates, LLC9,359
0.8% of portfolio›$2.7M
LeConte Wealth Management, LLC9,307
1.5% of portfolio›$2.7M
Magnus Financial Group LLC9,091
0.2% of portfolio›$2.7M
Willis Johnson Wealth, Inc.8,734
0.1% of portfolio›$2.6M
Creative Financial Designs Inc8,503
0.1% of portfolio›$2.5M
Cooksen Wealth, LLC8,486
1.6% of portfolio›$2.6M
Stevens Capital Partners8,443
0.4% of portfolio›$2.5M
1834 Investment Advisors Co8,387
0.3% of portfolio›$2.4M
Cordoba Advisory Partners LLC8,259
0.3% of portfolio›$2.4M
CJM Wealth Advisers, Ltd.8,254
0.6% of portfolio›$2.4M
Coquina Private Wealth LLC8,222
1.6% of portfolio›$2.4M
Americana Partners, LLC8,130
0.1% of portfolio›$2.4M
Kassira Wealth Management LLC8,093
1.9% of portfolio›$2.4M
KPP Advisory Services LLC7,978
0.4% of portfolio›$2.3M
Meridian Financial Advisors, LLC7,969
1.1% of portfolio›$2.3M
ERn Financial, LLC7,953
0.4% of portfolio›$2.3M
Davenport & Co LLC7,952
0.0% of portfolio›$2.3M
Laurel OAK Wealth Management, LLC7,918
0.3% of portfolio›$2.3M
Net Worth Advisory Group7,869
0.6% of portfolio›$2.3M
Insight Advisors, LLC/ PA7,680
0.4% of portfolio›$2.2M
Asset Allocation & Management Company, LLC7,329
0.0% of portfolio›$2.1K
Washington Trust Advisors, Inc.7,286
0.2% of portfolio›$2.1M
Oppenheimer & Co Inc7,282
0.0% of portfolio›$2.1M
GC Wealth Management RIA, LLC7,169
0.1% of portfolio›$2.1M
NBT Bank, N.A.7,153
0.1% of portfolio›$2.1M
Meridian Wealth Management, LLC7,124
0.1% of portfolio›$2.1M
Quadrant Capital Group LLC7,063
0.1% of portfolio›$2.1M
Friday Financial7,057
0.4% of portfolio›$2.1M
Fee-Only Financial Planning, L.C.7,045
1.1% of portfolio›$2.1M
Venture Visionary Partners LLC7,005
0.1% of portfolio›$2.0M
Brookstone Capital Management6,990
0.0% of portfolio›$2.0M
Brindle & Bay Financial Advisors, LLC6,938
0.8% of portfolio›$2.0M
Indivisible Partners6,752
0.1% of portfolio›$2.0M
Capital Squared Financial LLC6,729
1.3% of portfolio›$2.0M
Summit Wealth Group LLC / Co6,719
0.1% of portfolio›$2.0M
Waystone Advisors LLC6,617
1.5% of portfolio›$2.0M
TFB Advisors LLC6,504
0.8% of portfolio›$1.9M
Apollon Wealth Management, LLC6,444
0.0% of portfolio›$1.9M
Quadrant Private Wealth Management, LLC6,416
0.2% of portfolio›$1.9M
Apollon Financial, LLC6,363
0.2% of portfolio›$1.9M
Community Financial Services Group, LLC6,231
0.3% of portfolio›$1.8M
Mascagni Wealth Management, Inc.6,219
1.1% of portfolio›$1.8M
Weinberger Asset Management, Inc6,214
0.6% of portfolio›$1.8M
Berkshire Money Management, Inc.6,200
0.2% of portfolio›$1.8M
RFG Advisory, LLC6,187
0.0% of portfolio›$1.8M
Fifth Third Wealth Advisors LLC6,136
0.0% of portfolio›$1.8M
Sigma Planning Corp6,040
0.0% of portfolio›$1.8M
MJT & Associates Financial Advisory Group, Inc.6,040
1.1% of portfolio›$1.8M
Tritonpoint Wealth, LLC5,861
0.2% of portfolio›$1.7M
City Holding Co5,852
0.2% of portfolio›$1.7M
Keybank National Association5,660
0.0% of portfolio›$1.7M
Hilltop National Bank5,588
0.4% of portfolio›$1.6M
Kingswood Wealth Advisors, LLC5,564
0.1% of portfolio›$1.6M
Strategic Wealth Investment Group, LLC5,470
0.2% of portfolio›$1.6M
Bernardo Wealth Planning LLC5,440
0.1% of portfolio›$1.6M
Ironwood Financial, llc5,394
0.2% of portfolio›$1.6M
BKM Wealth Management, LLC5,387
0.5% of portfolio›$1.6M
Michels Family Financial, LLC5,333
1.0% of portfolio›$1.6M
Csenge Advisory Group5,297
0.1% of portfolio›$1.5M
FC Advisory LLC5,265
0.4% of portfolio›$1.5M
Spire Wealth Management5,130
0.0% of portfolio›$1.5M
Daymark Wealth Partners, LLC5,102
0.0% of portfolio›$1.5M
Center For Asset Management LLC5,091
0.7% of portfolio›$1.5M
Uptick Partners, LLC5,090
0.2% of portfolio›$1.5M
Lido Advisors, LLC4,985
0.0% of portfolio›$1.5M
Pennsylvania Capital Management Inc4,882
0.3% of portfolio›$1.4M
Flagstar Securities, Inc4,859
0.4% of portfolio›$1.4M
Verus Capital Partners, LLC4,762
0.1% of portfolio›$1.4M
Accel Wealth Management4,754
0.3% of portfolio›$1.4M
Tsfg, LLC4,723
0.0% of portfolio›$1.4K
Modera Wealth Management, LLC4,705
0.0% of portfolio›$1.4M
American Institute for Advanced Investment Management, LLP4,691
0.8% of portfolio›$1.4M
MGO One Seven LLC4,615
0.0% of portfolio›$1.3M
Principle Wealth Partners LLC4,591
0.1% of portfolio›$1.3M
Silverlake Wealth Management LLC4,575
0.2% of portfolio›$1.3M
Wedbush Securities Inc4,568
0.0% of portfolio›$1.3K
Beacon Advisors Holdings, LLC4,498
0.6% of portfolio›$1.3M
Mainstream Capital Management LLC4,315
0.7% of portfolio›$1.3M
Autumn Glory Partners, LLC4,300
0.3% of portfolio›$1.3M
Royal Fund Management, LLC4,293
0.1% of portfolio›$1.3M
Cornerstone Wealth Management, LLC4,292
0.1% of portfolio›$1.3M
PKS Advisory Services, LLC4,279
0.2% of portfolio›$1.3M
Beacon Financial Planning, Inc4,238
0.4% of portfolio›$1.2M
Fairscale Capital, LLC4,221
0.7% of portfolio›$1.2M
Salem Investment Counselors Inc4,124
0.0% of portfolio›$1.2M
Capital Management Associates, Inc4,085
0.2% of portfolio›$1.2M
DeLarme Wealth Management, Inc.3,988
0.7% of portfolio›$1.2M
Signal Advisors Wealth, LLC3,962
0.1% of portfolio›$1.2M
Plante Moran Financial Advisors, LLC3,955
0.1% of portfolio›$1.2M
Parallel Advisors, LLC3,930
0.0% of portfolio›$1.1M
Members Wealth LLC3,883
0.6% of portfolio›$1.2M
Heartwood Wealth Advisors LLC3,878
0.1% of portfolio›$1.1M
Whitegate Investment Counselors, Inc.3,852
0.3% of portfolio›$1.1M
Shira Ridge Wealth Management3,830
0.4% of portfolio›$1.1M
Signature Estate & Investment Advisors LLC3,823
0.0% of portfolio›$1.1M
St. Louis Trust Co3,801
0.1% of portfolio›$1.1M
Cherrydale Wealth Management, LLC3,794
0.3% of portfolio›$1.1M
XML Financial, LLC3,780
0.1% of portfolio›$1.1M
Koshinski Asset Management, Inc.3,773
0.1% of portfolio›$1.1M
SC&H Financial Advisors, Inc.3,707
0.1% of portfolio›$1.1M
Patriot Financial Group Insurance Agency, LLC3,642
0.1% of portfolio›$1.1M
Sapient Capital LLC3,632
0.0% of portfolio›$1.1M
Collective Family Office LLC3,602
0.2% of portfolio›$1.1M
Grimes & Co Wealth Management, LLC3,584
0.0% of portfolio›$1.0M
Farmers & Merchants Investments Inc3,562
0.0% of portfolio›$1.0M
Geneva Partners, LLC3,529
0.3% of portfolio›$1.0M
TME Financial, Inc.3,512
0.6% of portfolio›$1.0M
EverSource Wealth Advisors, LLC3,481
0.0% of portfolio›$1.0M
High Net Worth Advisory Group LLC3,472
0.2% of portfolio›$1.0M
Oakworth Capital, Inc.3,451
0.0% of portfolio›$1.0M
Manchester Capital Management LLC3,438
0.1% of portfolio›$1.0M
Schear Investment Advisers, LLC3,425
0.1% of portfolio›$1.0M
Tempo Wealth, LLC3,425
0.1% of portfolio›$1.0M
World Equity Group, Inc.3,402
0.4% of portfolio›$993.7K
Plancorp, LLC3,383
0.0% of portfolio›$969.4K
Independence Asset Advisors, LLC3,335
0.2% of portfolio›$974.1K
Advisory Solutions Group, LLC3,328
0.2% of portfolio›$972.1K
First Financial Bank - Trust Division3,328
0.1% of portfolio›$972.1K
Finward Bancorp3,310
0.7% of portfolio›$966.9K
Richard P Slaughter Associates Inc3,263
0.2% of portfolio›$953.1K
Briggs Wealth Management, Inc3,262
0.8% of portfolio›$952.8K
Calamos Wealth Management LLC3,196
0.0% of portfolio›$933.6K
Jnba Financial Advisors3,194
0.1% of portfolio›$932.8K
Provident Living Financial Services, Inc.3,096
0.9% of portfolio›$886.9K
Carnegie Investment Counsel3,080
0.0% of portfolio›$899.7K
Elevation Point Wealth Partners, LLC3,075
0.0% of portfolio›$904.9K
Gryphon Financial Partners LLC3,061
0.1% of portfolio›$894.2K
International Assets Investment Management, LLC3,053
0.1% of portfolio›$900.5K
Wesbanco Bank Inc3,026
0.0% of portfolio›$883.9K
Certified Advisory Corp2,994
0.1% of portfolio›$874.4K
Norden Group LLC2,978
0.1% of portfolio›$869.9K
Acorn Financial Advisory Services Inc2,964
0.1% of portfolio›$865.9K
Waller Financial Planning Group, Inc2,956
0.2% of portfolio›$863.6K
Greenwood Gearhart LLC2,952
0.0% of portfolio›$862.3K
Aviso Wealth Management2,923
0.3% of portfolio›$853.7K
Sound Income Strategies, LLC2,906
0.0% of portfolio›$865.5K
Sterling Investment Counsel, LLC2,901
0.2% of portfolio›$847.4K
Sagespring Wealth Partners, LLC2,847
0.0% of portfolio›$831.7K
15 Wealth Advisors LLC2,813
0.2% of portfolio›$821.4K
Rossby Financial, LCC2,805
0.1% of portfolio›$819.3K
LightSquare Wealth Management, LLC2,800
0.5% of portfolio›$818.0K
Independent Wealth Network Inc.2,797
0.2% of portfolio›$816.9K
Kanawha Capital Management LLC2,767
0.1% of portfolio›$808.2K
Valley Forge Investment Consultants Inc ADV2,727
0.2% of portfolio›$796.4K
Bouvel Investment Partners, LLC2,715
0.2% of portfolio›$793.1K
Revolve Wealth Partners, LLC2,691
0.1% of portfolio›$786.1K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors2,659
0.0% of portfolio›$776.8K
Enclave Advisors LLC2,656
0.1% of portfolio›$775.8K
Sowell Financial Services LLC2,652
0.0% of portfolio›$774.8K
Washington Trust Bank2,621
0.1% of portfolio›$765.6K
Dynamic Advisor Solutions LLC2,620
0.0% of portfolio›$765.3K
Roman Butler Fullerton & Co2,613
0.2% of portfolio›$755.5K
Clear Harbor Asset Management, LLC2,609
0.0% of portfolio›$762.0K
AdvisorNet Financial, Inc2,571
0.0% of portfolio›$747.3K
Pacific Excel Wealth Advisors, Inc.2,559
0.8% of portfolio›$747.5K
Advocate Investing Services LLC2,533
0.6% of portfolio›$739.9K
Burns Matteson Capital Management, LLC2,526
0.3% of portfolio›$737.8K
Willow Creek Wealth Management Inc.2,518
0.0% of portfolio›$735.6K
Goelzer Investment Management, Inc.2,516
0.0% of portfolio›$734.9K
Williams Jones Wealth Management, Llc.2,486
0.0% of portfolio›$726.2K
Roof Eidam Maycock Peralta, LLC2,480
0.1% of portfolio›$724.4K
BCS Wealth Management2,444
0.1% of portfolio›$713.9K
Simon Quick Advisors, LLC2,442
0.0% of portfolio›$713.3K
StoneX Group Inc.2,438
0.0% of portfolio›$719.5K
Cullen T Bankers, Inc.2,368
0.0% of portfolio›$691.6K
Sepio Capital, LP2,318
0.0% of portfolio›$677.1K
Ridgewood Investments LLC2,309
0.2% of portfolio›$674.4K
West Bancorporation Inc2,264
0.3% of portfolio›$661.3K
Waterfront Wealth Inc.2,259
0.1% of portfolio›$657.1K
Flagship Harbor Advisors, LLC2,207
0.0% of portfolio›$644.8K
Ocean Park Asset Management, LLC2,203
0.0% of portfolio›$643.5K
Exchange Traded Concepts, LLC2,203
0.0% of portfolio›$643.5K
Lynx Investment Advisory2,191
0.2% of portfolio›$639.9K
FWG Investments, Llc.2,154
0.3% of portfolio›$629.2K
Legacy Capital Wealth Partners, LLC2,154
0.1% of portfolio›$629.2K
JFS Wealth Advisors, LLC2,135
0.0% of portfolio›$623.7K
Powell Investment Advisors, LLC2,109
0.2% of portfolio›$616.0K
MCF Advisors LLC2,109
0.0% of portfolio›$616.1K
HUB Investment Partners, LLC2,106
0.0% of portfolio›$615.2K
Verdence Capital Advisors LLC2,085
0.0% of portfolio›$609.1K
B. Riley Wealth Advisors, Inc.2,082
0.0% of portfolio›$608.2K
Axxcess Wealth Management, LLC2,078
0.0% of portfolio›$606.9K
Lodestone Wealth Management LLC2,074
0.2% of portfolio›$605.7K
Valeo Financial Advisors, LLC2,066
0.0% of portfolio›$603.4K
Greenspring Advisors, LLC2,054
0.0% of portfolio›$600.0K
Mesirow Financial Investment Management, Inc.2,044
0.0% of portfolio›$597.2K
Cypress Wealth Services, LLC2,042
0.1% of portfolio›$620.9K
Tannin Capital LLC2,018
0.4% of portfolio›$589.5K
Wilkerson Advisory Group LLC2,008
0.2% of portfolio›$586.7K
Willner & Heller, LLC1,997
0.4% of portfolio›$583.5K
Pinion Investment Advisors, LLC1,986
0.1% of portfolio›$580.1K
Pinnacle Bancorp, Inc.1,969
0.2% of portfolio›$575.1K
Nicholas Wealth, Llc.1,969
0.3% of portfolio›$575.1K
Valley National Advisers Inc1,943
0.1% of portfolio›$567.6K
Ddfg, Inc1,908
0.1% of portfolio›$557.5K
Investors Asset Management of Georgia Inc1,897
0.2% of portfolio›$554.1K
Evergreen Capital Management LLC1,874
0.0% of portfolio›$547.4K
Fragasso Financial Advisors Inc1,849
0.0% of portfolio›$559.3K
Archford Capital Strategies, LLC1,804
0.1% of portfolio›$526.9K
BLB&B Advisors, LLC1,774
0.0% of portfolio›$518.2K
Kennicott Capital Management LLC1,739
0.2% of portfolio›$508.0K
Smith Asset Management Co., LLC1,726
0.4% of portfolio›$504.2K
Graetz Wealth LLC1,698
0.4% of portfolio›$495.9K
Tectonic Advisors LLC1,695
0.0% of portfolio›$495.1K
Sara-Bay Financial1,689
0.1% of portfolio›$493.3K
Merited Wealth, LLC1,684
0.3% of portfolio›$491.9K
Caliber Wealth Management, LLC / KS1,677
0.0% of portfolio›$489.7K
Horizon Financial Services, LLC1,668
0.2% of portfolio›$487.2K
Facet Wealth, Inc.1,662
0.0% of portfolio›$485.5K
Mission Wealth Management, LP1,658
0.0% of portfolio›$484.3K
GEN Financial Management, Inc.1,640
0.3% of portfolio›$479.0K
Aaron Wealth Advisors LLC1,635
0.0% of portfolio›$477.6K
Beacon Financial Group1,566
0.0% of portfolio›$457.4K
Ledyard National Bank1,522
0.0% of portfolio›$444.6K
Perryman Financial Advisory Inc1,504
0.1% of portfolio›$439.3K
WP Advisors, LLC1,504
0.1% of portfolio›$439.4K
RFG Holdings, Inc.1,501
0.1% of portfolio›$438.5K
Reynders McVeigh Capital Management, LLC1,500
0.0% of portfolio›$438.2K
Madison Park Capital Advisors, LLC1,499
0.3% of portfolio›$437.9K
Creekside Partners1,493
0.2% of portfolio›$436.0K
Lake Street Private Wealth, LLC1,483
0.0% of portfolio›$433.2K
Soltis Investment Advisors LLC1,481
0.0% of portfolio›$432.5K
Peterson Wealth Advisors, LLC1,476
0.1% of portfolio›$431.2K
Acropolis Investment Management, LLC1,475
0.0% of portfolio›$430.8K
Intelligence Driven Advisers, LLC1,473
0.1% of portfolio›$430.3K
Caldwell Trust Co1,458
0.0% of portfolio›$425.9K
Prime Capital Investment Advisors, LLC1,457
0.0% of portfolio›$425.6K
Simplicity Wealth,LLC1,453
0.0% of portfolio›$424.4K
Diversify Advisory Services, LLC1,448
0.0% of portfolio›$426.5K
Diversify Wealth Management, LLC1,448
0.0% of portfolio›$426.5K
Private Trust Co NA1,446
0.0% of portfolio›$422.4K
Townsend Asset Management Corp1,446
0.1% of portfolio›$422.4K
Advocate Group LLC1,423
0.1% of portfolio›$415.7K
Northstar Asset Management Co1,400
0.1% of portfolio›$411.4K
Atwood & Palmer Inc1,396
0.0% of portfolio›$407.7K
SeaCrest Wealth Management, LLC1,319
0.0% of portfolio›$385.3K
Eddie Patel Inc1,315
0.2% of portfolio›$384.2K
Asset Dedication, LLC1,301
0.0% of portfolio›$380.0K
Noble Wealth Management PBC1,300
0.2% of portfolio›$379.7K
Unique Wealth, LLC1,290
0.0% of portfolio›$376.8K
LWM Advisors Inc1,273
0.3% of portfolio›$371.7K
Independent Solutions Wealth Management, LLC1,261
0.0% of portfolio›$368.3K
Morton Brown Family Wealth, LLC1,257
0.1% of portfolio›$367.2K
Klingman & Associates, LLC1,248
0.0% of portfolio›$364.5K
Financial Council, LLC1,232
0.1% of portfolio›$359.9K
Richardson Financial Services Inc.1,218
0.2% of portfolio›$355.8K
Argentarii, LLC1,214
0.1% of portfolio›$354.6K
TD Private Client Wealth LLC1,186
0.0% of portfolio›$346.4K
Old North State Wealth Management, LLC1,184
0.1% of portfolio›$347.1K
Legacy Wealth Partners, LLC1,183
0.1% of portfolio›$345.6K
Balboa Wealth Partners1,167
0.0% of portfolio›$340.9K
Parsons Capital Management Inc1,164
0.0% of portfolio›$340.0K
Root Financial Partners, LLC1,161
0.0% of portfolio›$339.0K
Howland Capital Management LLC1,152
0.0% of portfolio›$336.5K
CDM Financial Counseling Services, Inc.1,145
0.3% of portfolio›$334.5K
Larson Financial Group LLC1,144
0.0% of portfolio›$334.0K
Bath Savings Trust Co1,136
0.0% of portfolio›$331.8K
Monetary Solutions, Ltd1,114
0.3% of portfolio›$325.4K
First Citizens Bank & Trust Co1,113
0.0% of portfolio›$325.1K
Gallacher Capital Management LLC1,111
0.3% of portfolio›$324.5K
Richmond Investment Services, LLC1,110
0.1% of portfolio›$324.2K
Chapin Davis, Inc.1,110
0.1% of portfolio›$324.2K
Grove Street Fiduciary, LLC1,107
0.1% of portfolio›$323.4K
Synergy Asset Management, LLC1,106
0.0% of portfolio›$323.1K
Schneider Downs Wealth Management Advisors, LP1,105
0.0% of portfolio›$322.8K
VestGen Advisors, LLC1,080
0.0% of portfolio›$315.5K
Leading Edge Financial Planning LLC1,077
0.1% of portfolio›$314.6K
L. Roy Papp & Associates, LLP1,077
0.0% of portfolio›$314.6K
Welch & Forbes LLC1,060
0.0% of portfolio›$309.6K
LifeGoal Investments, LLC1,055
0.1% of portfolio›$308.2K
Triton Wealth Management, Pllc1,042
0.1% of portfolio›$302.7K
Kendall Capital Management1,041
0.1% of portfolio›$304.1K
CPA Asset Management Group, LLC1,032
0.1% of portfolio›$301.4K
Strategic Blueprint, LLC1,029
0.0% of portfolio›$300.4K
Odyssey Capital Advisors, Inc.1,024
0.2% of portfolio›$299.1K
WealthBridge Capital Management, LLC1,016
0.1% of portfolio›$296.8K
Stage Harbor Financial, LLC1,015
0.2% of portfolio›$296.5K
New England Private Wealth Advisors LLC1,008
0.0% of portfolio›$294.3K
City State Bank1,002
0.1% of portfolio›$292.7K
S.A. Mason LLC1,000
0.1% of portfolio›$292.1K
Long Island Wealth Management, Inc.996
0.1% of portfolio›$290.9K
MBL Wealth, LLC985
0.0% of portfolio›$287.7K
Welch Group, LLC982
0.0% of portfolio›$286.8K
Forum Financial Management, LP980
0.0% of portfolio›$286.3K
Accredited Investors Inc.980
0.0% of portfolio›$286.3K
Martel Wealth Advisors LLC975
0.0% of portfolio›$284.7K
Beese Fulmer Investment Management, Inc.975
0.0% of portfolio›$284.8K
William Mack & Associates, Inc.966
0.1% of portfolio›$282.2K
Sicart Associates LLC965
0.1% of portfolio›$278.6K
Galvin, Gaustad & Stein, LLC960
0.0% of portfolio›$280.4K
Beacon Financial Advisory LLC942
0.1% of portfolio›$275.3K
Columbus Macro, LLC936
0.0% of portfolio›$273.4K
NWF Advisory Services Inc.933
0.0% of portfolio›$272.6K
Sigma Investment Counselors Inc928
0.0% of portfolio›$271.1K
OFS Enterprise LLC921
0.1% of portfolio›$269.0K
Arbor Investment Advisors, LLC919
0.0% of portfolio›$268.4K
Relyea Zuckerberg Hanson LLC906
0.0% of portfolio›$264.6K
Clarity Capital Advisors, LLC889
0.1% of portfolio›$259.8K
CoreCap Advisors, LLC881
0.0% of portfolio›$257.3K
Richwood Investment Advisors, LLC880
0.2% of portfolio›$257.0K
Balefire, LLC874
0.0% of portfolio›$255.3K
AMG National Trust Bank868
0.0% of portfolio›$253.5K
Castle Rock Wealth Management, LLC861
0.0% of portfolio›$261.7K
Winthrop Advisory Group LLC854
0.0% of portfolio›$249.4K
SteelPeak Wealth, LLC853
0.0% of portfolio›$249.1K
Investment Partners, Ltd.850
0.0% of portfolio›$248.3K
FAI Advisors, Inc.839
0.1% of portfolio›$245.1K
Samalin Investment Counsel, LLC837
0.1% of portfolio›$244.5K
Syntax Research, Inc.837
0.2% of portfolio›$244.5K
CRA Financial Services, LLC833
0.0% of portfolio›$243.4K
Mayfair Advisory Group, LLC823
0.1% of portfolio›$240.5K
Key FInancial Inc823
0.0% of portfolio›$240.4K
Courier Capital LLC818
0.0% of portfolio›$238.9K
Hardworking Capital Advisors, LLC816
0.2% of portfolio›$238.4K
Paulson Wealth Management Inc.815
0.0% of portfolio›$238.0K
Fearless Solutions, LLC dba Best Invest813
0.1% of portfolio›$237.5K
Brown Miller Wealth Management, LLC813
0.1% of portfolio›$237.3K
Armor Investment Advisors, LLC800
0.1% of portfolio›$233.7K
Blackston Financial Advisory Group, LLC796
0.1% of portfolio›$232.7K
First American Bank795
0.0% of portfolio›$232.2K
Planned Solutions, Inc.793
0.1% of portfolio›$231.6K
Tounjian Advisory Partners, LLC789
0.1% of portfolio›$230.6K
Financial Perspectives, Inc770
0.1% of portfolio›$224.9K
Aspiriant, LLC770
0.0% of portfolio›$224.9K
Elm3 Financial Group, LLC769
0.1% of portfolio›$224.6K
Artesa Financial Group, LLC768
0.2% of portfolio›$224.3K
Griffin Asset Management, Inc.764
0.0% of portfolio›$223.2K
Quantum Financial Partners LLC763
0.1% of portfolio›$222.9K
McGlone Suttner Wealth Management, Inc.762
0.0% of portfolio›$222.5K
Pinnacle Associates LTD762
0.0% of portfolio›$222.6K
SkyOak Wealth, LLC752
0.0% of portfolio›$219.7K
Alpine Bank Wealth Management751
0.0% of portfolio›$219.4K
Ballast Rock Private Wealth LLC751
0.1% of portfolio›$219.5K
Manske Wealth Management743
0.1% of portfolio›$217.0K
Westbourne Investment Advisors, Inc.741
0.1% of portfolio›$216.4K
GoalVest Advisory LLC737
0.0% of portfolio›$215.3K
SWP Financial LLC734
0.1% of portfolio›$214.4K
Nicholas Hoffman & Company, Llc.732
0.0% of portfolio›$213.8K
Apella Capital, LLC728
0.0% of portfolio›$218.6K
Verity Asset Management, Inc.726
0.1% of portfolio›$212.1K
Certuity, LLC720
0.0% of portfolio›$210.4K
Signaturefd, LLC719
0.0% of portfolio›$209.9K
Innova Wealth Partners714
0.1% of portfolio›$208.4K
XY Planning Network, Inc.713
0.0% of portfolio›$208.3K
Capital Investment Advisory Services, LLC712
0.0% of portfolio›$208.7K
Fiduciary Alliance LLC711
0.0% of portfolio›$207.6K
Lee, Kelleher & Klein Wealth Management711
0.1% of portfolio›$207.7K
Agate Pass Investment Management, LLC709
0.1% of portfolio›$207.1K
Colony Family Offices, LLC706
0.0% of portfolio›$206.2K
Fulton Bank, N.A.704
0.0% of portfolio›$205.6K
Haven Private, LLC702
0.1% of portfolio›$205.1K
Private Client Services, LLC700
0.1% of portfolio›$204.5K
Capital Investment Advisors, LLC698
0.0% of portfolio›$204.0K
BancFirst Trust & Investment Management696
0.1% of portfolio›$205.0K
October Effect Ltd696
0.2% of portfolio›$203.3K
Accurate Wealth Management, LLC695
0.0% of portfolio›$207.2K
Trilogy Capital Inc.694
0.0% of portfolio›$202.7K
Monument Capital Management692
0.0% of portfolio›$202.1K
Monument Group Wealth Advisors, LLC692
0.1% of portfolio›$202.4K
Sunrise Financial Services, LLC672
0.1% of portfolio›$196.3K
Legacy Bridge, LLC656
0.1% of portfolio›$191.6K
Elevation Wealth Partners, LLC615
0.1% of portfolio›$179.8K
Archer Investment Corp599
0.0% of portfolio›$175.0K
SBK Financial, Inc.570
0.1% of portfolio›$166.5K
Gen-Wealth Partners Inc565
0.0% of portfolio›$165.0K
Glass Jacobson Investment Advisors llc558
0.1% of portfolio›$163.0K
Holos Integrated Wealth LLC532
0.1% of portfolio›$153.8K
AlphaCore Capital LLC528
0.0% of portfolio›$154.2K
Richards, Merrill & Peterson, Inc.514
0.0% of portfolio›$150.1K
Beacon Financial Strategies Corp508
0.1% of portfolio›$148.3K
Rossmore Private Capital500
0.0% of portfolio›$146.1K
Grove Bank & Trust500
0.0% of portfolio›$146.1K
Tradewinds Capital Management, LLC495
0.0% of portfolio›$144.6K
Compass Financial Management LLC477
0.0% of portfolio›$139.4K
Olistico Wealth, LLC475
0.1% of portfolio›$138.7K
Trust Co of Toledo NA464
0.0% of portfolio›$135.5K
Hickory Point Bank & Trust427
0.1% of portfolio›$124.7K
Blue Trust, Inc.421
0.0% of portfolio›$123.0K
Wagner Wealth Management, LLC408
0.0% of portfolio›$119.2K
Quest 10 Wealth Builders, Inc.403
0.1% of portfolio›$117.7K
Latitude Advisors, LLC385
0.0% of portfolio›$112.5K
Lanark Financial, Inc.381
0.0% of portfolio›$111.3K
North Star Investment Management Corp.370
0.0% of portfolio›$108.1K
MV Capital Management, Inc.362
0.0% of portfolio›$105.7K
Vermillion Wealth Management, Inc.361
0.1% of portfolio›$105.3K
Align Financial, LLC346
0.0% of portfolio›$101.1K
Trust Co of Vermont333
0.0% of portfolio›$97.3K
Ascentis Independent Advisors332
0.0% of portfolio›$97.2K
Citizens National Bank Trust Department320
0.0% of portfolio›$93.5K
Angeles Wealth Management, LLC305
0.0% of portfolio›$89.1K
Bangor Savings Bank300
0.0% of portfolio›$87.6K
Flagship Wealth Advisors, LLC295
0.0% of portfolio›$86.2K
Indiana Trust & Investment Management Co293
0.0% of portfolio›$85.6K
Fairman Group, LLC269
0.1% of portfolio›$78.5K
Bullock Wealth Management Group269
0.0% of portfolio›$79.3K
Clean Yield Group254
0.0% of portfolio›$74.2K
Balentine LLC253
0.0% of portfolio›$74.0K
DiNuzzo Private Wealth, Inc.249
0.0% of portfolio›$72.7K
Meriwether Wealth & Planning, LLC245
0.0% of portfolio›$71.6K
Hughes Financial Services, LLC244
0.0% of portfolio›$72.0K
Hazlett, Burt & Watson, Inc.240
0.0% of portfolio›$70
Evermay Wealth Management LLC230
0.0% of portfolio›$67.1K
Dhjj Financial Advisors, Ltd.214
0.0% of portfolio›$62.5K
Horizons Wealth Management204
0.0% of portfolio›$59.6K
Elevated Capital Advisors, LLC200
0.0% of portfolio›$58.4K
Comprehensive Financial Planning, Inc.200
0.0% of portfolio›$58.4K
SBI Securities Co., Ltd.199
0.0% of portfolio›$58.1K
Triumph Capital Management192
0.0% of portfolio›$56.1K
Barrett & Company, Inc.190
0.0% of portfolio›$55.5K
Abound Wealth Management189
0.0% of portfolio›$55.2K
TD Waterhouse Canada Inc.185
0.0% of portfolio›$54.5K
Entrust Financial LLC183
0.0% of portfolio›$53.6K
Parkside Financial Bank & Trust178
0.0% of portfolio›$52.1K
Ashton Thomas Securities, LLC168
0.0% of portfolio›$49.1K
Catherine Avery Investment Management LLC165
0.0% of portfolio›$48.2K
Gamma Investing LLC163
0.0% of portfolio›$47.6K
Eastern Bank151
0.0% of portfolio›$44.1K
Next Level Wealth Planning, LLC150
0.0% of portfolio›$43.8K
Concord Wealth Partners150
0.0% of portfolio›$43.9K
Bank of New Hampshire145
0.0% of portfolio›$42.4K
Cordgrass Capital Advisors, LLC134
0.0% of portfolio›$39.1K
Duncker Streett & Co Inc129
0.0% of portfolio›$37.7K
EPG Wealth Management LLC119
0.0% of portfolio›$34.8K
Roxbury Financial LLC110
0.0% of portfolio›$32.1K
First Bancorp, Inc100
0.0% of portfolio›$29.2K
Kentucky Trust Co100
0.0% of portfolio›$29.2K
Silver Grove Financial Group, Inc.98
0.0% of portfolio›$28.7K
Phillips Financial Management, LLC95
0.0% of portfolio›$27.8K
Financial Consulate, Inc89
0.0% of portfolio›$26.0K
Center for Financial Planning, Inc.88
0.0% of portfolio›$25.7K
IMG Wealth Management, Inc.81
0.0% of portfolio›$23.7K
Foresight Capital Management Advisors, Inc.81
0.0% of portfolio›$23.7K
Balance Wealth Partners LLC78
0.0% of portfolio›$22.8K
Register Financial Advisors LLC77
0.0% of portfolio›$22.5K
SYM Financial Corp74
0.0% of portfolio›$21.6K
Lloyd Advisory Services, Llc.73
0.0% of portfolio›$21.4K
Barnes Dennig Private Wealth Management LLC69
0.0% of portfolio›$20.2K
Strategic Advocates LLC67
0.1% of portfolio›$19.6K
Carolina Wealth Advisors, LLC64
0.0% of portfolio›$18.7K
Physician Wealth Advisors, Inc.62
0.0% of portfolio›$18.1K
McCarley & Cook Financial Planners58
0.0% of portfolio›$16.9K
United Financial Planning Group LLC56
0.0% of portfolio›$16.3K
Independence Bank of Kentucky55
0.0% of portfolio›$16.1K
Beacon Investment Advisory Services, Inc.50
0.0% of portfolio›$14.6K
Harbor Asset Planning, Inc.50
0.0% of portfolio›$14.5K
Allspring Global Investments Holdings, LLC48
0.0% of portfolio›$14.3K
Pacific Center for Financial Services48
0.0% of portfolio›$14.0K
Nemes Rush Group LLC46
0.0% of portfolio›$13.4K
Bay Harbor Wealth Management, LLC45
0.0% of portfolio›$13.2K
Signature Equity Partners, LLC42
0.0% of portfolio›$12.4K
Signature Resources Capital Management, LLC38
0.0% of portfolio›$11.1K
Dynamic Wealth Strategies, LLC37
0.0% of portfolio›$10.8K
Kelleher Financial Advisors35
0.0% of portfolio›$10.2K
Vima LLC33
0.0% of portfolio›$9.6K
Maseco LLP33
0.0% of portfolio›$9.7K
Atlantic Edge Private Wealth Management, LLC31
0.0% of portfolio›$9.1K
Thompson Investment Management, Inc.31
0.0% of portfolio›$9.1K
Markowski Investments30
0.0% of portfolio›$8.7K
Wells Financial Advisors Inc29
0.1% of portfolio›$8.5K
Advanced Asset Management Advisors Inc28
0.0% of portfolio›$8.1K
Golden State Wealth Management, LLC28
0.0% of portfolio›$8.2K
MilWealth Group LLC27
0.0% of portfolio›$7.9K
Ascentis Wealth Management, LLC25
0.0% of portfolio›$7.3K
Eukles Asset Management24
0.0% of portfolio›$7.0K
Davis Capital Management20
0.0% of portfolio›$5.8K
Central Pacific Bank - Trust Division15
0.0% of portfolio›$4.4K
Nvwm, LLC15
0.0% of portfolio›$4.4K
Costello Asset Management, Inc15
0.0% of portfolio›$4.5K
Go Invest LLC15
0.0% of portfolio›$4.4K
First Financial Corp13
0.0% of portfolio›$3.8K
Heritage Family Offices, LLP13
0.0% of portfolio›$3.8K
GK Wealth Management LLC13
0.0% of portfolio›$3.8K
Salomon & Ludwin, LLC12
0.0% of portfolio›$3.5K
Global Trust Asset Management, LLC10
0.0% of portfolio›$3.1K
Montgomery Financial Services LLC10
0.0% of portfolio›$2.9K
Networth Advisors, LLC9
0.0% of portfolio›$2.6K
Planning Strategies Inc.9
0.0% of portfolio›$2.6K
Bell Investment Advisors, Inc8
0.0% of portfolio›$2.3K
Cape Investment Advisory, Inc.7
0.0% of portfolio›$2.0K
Evolution Wealth Management Inc.7
0.0% of portfolio›$2.0K
James T. Borello RIA7
0.0% of portfolio›$2.0K
Thurston, Springer, Miller, Herd & Titak, Inc.5
0.0% of portfolio›$1.5K
Aspect Partners, LLC5
0.0% of portfolio›$1.5K
Avion Wealth5
0.0% of portfolio›$1
Investment Research & Advisory Group, Inc.5
0.0% of portfolio›$1.5K
Kingdom Financial Group Llc.3
0.0% of portfolio›$879
StyleTurnoverLocationFiled
Assetmark, Inc
2,130,331$622.3M1.0%ETFLowConcord, CA2026-10-21
Vantagepoint Investment Advisers LLC
1,076,476$314.4M2.4%ETFVery LowWashington, DC2026-10-26
Stephens Group Asset Management, LLC
689,650$201.4M11.5%ETFVery LowLittle Rock, AR2026-10-09
Busey Bank
299,249$87.4M2.1%GrowthVery LowUrbana, IL2026-10-26
Truist Financial Corp
257,322$75.2M0.1%CoreLowCharlotte, NC2026-10-30
McAdam, LLC
239,740$70.0M2.6%ETFLowPhiladelphia, PA2026-10-21
Everhart Financial Group, Inc.
234,303$68.4M4.2%ETFLowDublin, OH2026-10-08
Orgel Wealth Management, LLC
214,701$62.7M1.2%ETFMediumAltoona, WI2026-10-14
Avior Wealth Management, LLC
214,638$62.7M1.7%ETFMediumOmaha, NE2026-10-13
Commonwealth Equity Services, LLC
210,457$61.5M0.1%ETFLowWaltham, MA2026-11-02
Farther Finance Advisors, LLC
189,555$55.4M0.4%IndexLowSan Francisco, CA2026-10-08
Creative Planning
168,733$49.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Kestra Advisory Services, LLC
167,731$49.0M0.1%CoreLowAustin, TX2026-11-02
Trust Co
164,992$48.2M4.2%ETFVery LowManhattan, KS2026-10-09
Kwmg, LLC
156,923$45.8M3.3%ETFVery LowOverland Park, KS2026-10-07
Wealth Enhancement Advisory Services, LLC
111,905$33.3M0.0%CoreLowPlymouth, MN2026-10-13
Presilium Private Wealth, LLC
106,827$31.2M4.6%ETFVery LowRadnor, PA2026-10-26
Rodgers & Associates, LTD
105,621$30.9M2.9%ETFVery LowLancaster, PA2026-10-20
Cassaday & Co Wealth Management LLC
102,159$29.8M0.5%ETFVery LowMclean, VA2026-10-27
Inspirion Wealth Advisors, LLC
97,518$28.5M3.2%ETFMediumLibertyville, IL2026-10-09
Black Diamond Financial, LLC
95,837$28.0M2.4%ETFVery LowTowson, MD2026-10-26
Aire Advisors, LLC
93,030$27.2M4.4%ETFVery LowBeverly Hills, CA2026-10-22
Wilmington Savings Fund Society, FSB
92,583$27.0M0.6%CoreLowWilmington, DE2026-10-23
Associated Banc-Corp
90,784$26.5M0.6%CoreLowGreen Bay, WI2026-10-30
WoodTrust Financial Corp
89,181$26.1K0.0%CoreLowWisconsin Rapids, WI2026-10-09
Praetorian Wealth Management, Inc.
85,194$24.9M4.3%ETFVery LowCarmel, CA2026-10-16
Citigroup Inc
84,252$24.6M0.0%CoreMediumNew York, NY2026-11-04
Bryn Mawr Trust Advisors, LLC
82,981$24.2M1.0%CoreLowPhiladelphia, PA2026-11-04
Cambridge Investment Research Advisors, Inc.
75,452$22.0K0.0%ETFLowFairfield, IA2026-11-02
Copper Harbor Investment Advisors, LLC
73,477$21.5M4.4%ETFN/AAppleton, WI2026-10-16
Robertson Stephens Wealth Management, LLC
70,501$20.6M0.5%ETFMediumSan Francisco, CA2026-10-16
Whitaker-Myers Wealth Managers, Ltd.
64,686$18.9M3.1%ETFMediumMansfield, OH2026-10-09
Marion Wealth Management
64,360$18.8M3.7%ETFVery LowMonroeville, PA2026-10-22
HRC Wealth Management, LLC
63,892$18.7M7.4%ETFVery LowMoscow, ID2026-10-16
Glenview Trust Co
57,532$16.8M0.2%GrowthVery LowLouisville, KY2026-10-28
Independent Financial Group, LLC
56,693$16.6M0.3%GrowthLowSan Diego, CA2026-10-13
Clayton Financial Group LLC
54,983$16.1M8.4%ETFLowSt. Louis, MO2026-10-13
Arvest Investments, Inc.
51,424$15.0M1.8%ETFLowLowell, AR2026-10-21
Inspire Trust Co, N.A.
51,000$14.9M2.0%ValueLowReno, NV2026-11-05
Old National Bancorp
50,894$14.9M0.3%CoreLowEvansville, IN2026-10-20
Roberts Financial Services LLC
49,837$14.6M4.3%ETFLowMarquette, MI2026-10-23
Compton Wealth Advisory Group, LLC
46,707$13.8M2.8%ETFVery LowVirginia Beach, VA2026-10-13
First Horizon Corp
46,497$13.6M0.5%CoreLowMemphis, TN2026-10-26
Midwest Trust Co
46,063$13.5M0.1%CoreLowOverland Park, KS2026-10-22
GHP Investment Advisors, Inc.
45,638$13.3M0.5%CoreVery LowDenver, CO2026-10-15
Davis Investment Partners, LLC
44,279$12.9M4.0%ETFLowCharlotte, NC2026-11-05
Wolff Financial Management LLC
43,487$12.7M2.6%ETFVery LowKalamazoo, MI2026-10-23
Bokf, NA
43,005$12.6M0.2%CoreLowTulsa, OK2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
42,759$12.5M0.2%GrowthVery LowSeattle, WA2026-10-27
Eagle Strategies LLC
42,745$12.5M1.2%ETFLowNew York, NY2026-10-16
Avantax Planning Partners, Inc.
41,614$12.2M0.3%ETFLowDubuque, IA2026-11-03
Fusion Capital, LLC
41,537$12.1M2.7%GrowthLowMt. Pleasant, SC2026-10-28
Provident Wealth Management, LLC
40,250$11.8M4.2%ETFVery LowBrentwood, TN2026-10-20
D.A. Davidson & Co.
40,235$11.8M0.1%CoreLowGreat Falls, MT2026-10-28
Marietta Wealth Management, LLC
39,937$11.6M1.2%GrowthLowMarietta, GA2026-10-22
Gladwyn Financial Advisors, Inc.
39,723$11.6M7.4%ETFVery LowChantilly, VA2026-10-05
Sage Financial Group Inc
38,368$11.2M0.6%ETFVery LowW. Conshohocken, PA2026-10-27
RTD Financial Advisors, Inc.
36,126$10.6M1.2%ETFLowPhiladelphia, PA2026-10-09
Concurrent Investment Advisors, LLC
35,702$10.4M0.1%GrowthMediumTampa, FL2026-10-16
Prosperity Planning, Inc.
35,186$10.3M2.3%ETFVery LowNorth Kansas City, MO2026-10-09
Bare Financial Services, Inc
35,076$10.2M2.3%ETFVery LowGap, PA2026-11-04
Nfsg Corp
34,592$10.1M1.2%Agg GrowthMediumBoca Raton, FL2026-10-15
Kestra Private Wealth Services, LLC
34,529$10.1M0.1%GrowthLowAustin, TX2026-10-30
Lmcg Investments, LLC
32,672$9.5M0.5%CoreLowBoston, MA2026-10-21
Connecticut Wealth Management, LLC
32,396$9.5M0.3%ETFLowFarmington, CT2026-10-13
Junk Investment Group, LLC
31,608$9.2M3.8%ETFVery LowHunt Valley, MD2026-10-19
Harbor Investment Advisory, LLC
31,267$9.1M0.6%GrowthLowLutherville, MD2026-10-13
Hapanowicz & Associates Financial Services, Inc
29,198$8.5M2.6%ETFVery LowPittsburgh, PA2026-10-29
Pittenger & Anderson Inc
28,675$8.4M0.3%CoreLowLincoln, NE2026-11-02
MMA Asset Management LLC
28,179$8.2M2.6%ETFMediumNew York, NY2026-11-02
Ascent Group, LLC
24,936$7.3M0.2%CoreLowVirginia Beach, VA2026-10-30
Aufman Associates Inc
24,715$7.2M3.0%ETFVery LowSewickley, PA2026-11-04
Highland Capital Management, LLC
24,150$7.1M0.3%GrowthMediumMemphis, TN2026-10-26
Eclectic Associates Inc
23,600$6.9M0.8%ETFVery LowFullerton, CA2026-10-09
MassMutual Private Wealth & Trust, FSB
23,591$6.9M0.2%CoreLowSpringfield, MA2026-10-05
Greenup Street Wealth Management LLC
23,554$6.9M0.8%ETFMediumOverland Park, KS2026-10-28
Kieckhefer Group LLC
23,526$6.9M2.7%Agg GrowthLowMequon, WI2026-10-13
Regions Financial Corp
23,484$6.9M0.0%CoreLowBirmingham, AL2026-11-05
Integrity Alliance, Llc.
23,364$6.8M0.2%ETFMediumUrbandale, IA2026-10-29
Cranbrook Wealth Management, LLC
23,291$6.8M1.3%ETFVery LowBloomfield Hills, MI2026-10-28
IVC Wealth Advisors LLC
23,039$6.7M2.7%GrowthLowSilverdale, PA2026-10-23
Genesis Private Wealth, LLC
22,908$6.7M1.9%ETFLowAshburn, VA2026-11-02
Zeit Capital LLC
22,672$6.6M4.1%ETFVery LowGreenwood Village, CO2026-10-19
Perigon Wealth Management, LLC
22,575$6.6M0.1%GrowthLowSan Francisco, CA2026-10-22
HB Wealth Management, LLC
22,496$6.6M0.0%IndexVery LowAtlanta, GA2026-10-23
First United Bank & Trust
22,270$6.5M1.9%CoreLowOakland, MD2026-10-22
Arch Global Advisors, LLC
21,995$6.4M2.7%ETFLowNew York, NY2026-10-23
Tenret Co LLC
21,960$6.4M2.8%ETFVery LowTampa, FL2026-11-02
Ashton Thomas Private Wealth, LLC
21,905$6.4M0.1%CoreMediumScottsdale, AZ2026-11-03
Park Avenue Securities LLC
20,998$6.1K0.0%ETFMediumNew York, NY2026-10-26
Councilor Wealth, LLC
19,753$5.8M2.4%ETFLowBethesda, MD2026-10-09
Aprio Wealth Management, LLC
19,747$5.8M0.3%ETFMediumAtlanta, GA2026-10-28
rebel Financial LLC
19,110$5.6M2.3%N/AVery LowGroveport, OH2026-11-04
IFP Advisors, Inc
18,927$5.5M0.1%GrowthLowTampa, FL2026-10-16
Baring Financial LLC
17,962$5.2M2.8%ETFLowBellingham, WA2026-10-07
Fifth Third Securities, Inc.
17,816$5.2M0.3%ETFLowCincinnati, OH2026-10-21
Citizens Financial Group Inc
17,752$5.2M0.1%GrowthLowProvidence, RI2026-10-23
Moneco Advisors, LLC
17,516$5.1M0.3%ETFLowFairfield, CT2026-11-05
CX Institutional
17,253$5.0K0.1%CoreMediumAuburn, IN2026-10-02
Mather Group, Llc.
16,491$4.8M0.0%ETFMediumChicago, IL2026-10-14
Titleist Asset Management, LLC
16,297$4.8M0.3%ETFLowSan Antonio, TX2026-10-08
Brighton Jones LLC
16,243$4.7M0.1%CoreVery LowSeattle, WA2026-11-03
Farmers & Merchants Trust Co of Chambersburg PA
15,810$4.6K0.0%GARPLowChambersburg, PA2026-10-14
Wealthcare Advisory Partners LLC
15,216$4.4M0.1%ETFLowWest Chester, PA2026-10-21
Atria Investments, Inc
14,265$4.2M0.0%CoreMediumCharlotte, NC2026-10-15
White Lighthouse Investment Management Inc.
14,257$4.2M0.5%ETFVery LowBedford, MA2026-10-21
Ifrah Financial Services, Inc.
14,133$4.1M1.0%ETFLowLittle Rock, AR2026-10-13
Sylvest Advisors, LLC
14,059$4.1M1.8%ETFMediumDallas, TX2026-10-26
Cohen Klingenstein LLC
13,984$4.1M0.1%CoreVery LowNew York, NY2026-10-15
Clark Financial Services Group Inc
13,779$4.0M1.9%ETFLowChesterfield, MO2026-10-19
PFG Advisors
13,722$4.0M0.2%ETFMediumPhoenix, AZ2026-10-16
Wealth Enhancement Trust Services, Inc.
13,687$4.0M0.4%GrowthMediumSioux Falls, SD2026-10-07
MidAtlantic Capital Management, Inc.
13,605$4.0M2.4%ETFVery LowRichmond, VA2026-11-05
Berman McAleer LLC
13,464$3.9M0.5%ETFVery LowTimonium, MD2026-10-16
Sovran Advisors, LLC
13,299$3.9M0.3%ETFMediumSan Diego, CA2026-11-02
MSH Capital Advisors LLC
13,201$3.9M0.6%CoreLowScottsdale, AZ2026-11-03
Allstreet Capital Advisors LLC
13,177$3.8M2.5%ETFVery LowLos Angeles, CA2026-11-04
Mustard Seed Financial, LLC
12,743$3.7M1.9%ETFLowMagnolia, AR2026-10-30
Wedmont Private Capital
12,730$3.8M0.1%IndexVery LowWest Chester, PA2026-10-09
Founders Grove Wealth Partners, LLC
12,297$3.6M0.7%ETFLowRichmond, VA2026-10-16
Krilogy Financial LLC
12,266$3.7M0.1%GrowthLowSt. Louis, MO2026-10-13
SilverOak Wealth Management LLC
12,074$3.5M0.4%ETFVery LowEdina, MN2026-10-29
Crestwood Advisors Group, LLC
12,032$3.5M0.1%GrowthLowBoston, MA2026-10-27
Moody National Bank Trust Division
12,029$3.5M0.3%CoreMediumGalveston, TX2026-10-06
Juncture Wealth Strategies, LLC
11,968$3.5M0.9%ETFLowScottsdale, AZ2026-10-06
Vise Technologies, Inc.
11,905$3.5M0.0%IndexLowNew York, NY2026-10-29
Choreo, LLC
11,655$3.4M0.0%IndexLowRockford, IL2026-10-28
Steph & Co
11,646$3.4M0.9%ETFLowMarinette, WI2026-10-07
Sagace Wealth Management LLC
11,577$3.4M2.1%ETFLowSt. Petersburg, FL2026-10-28
Chicago Partners Investment Group LLC
11,577$3.3M0.1%GARPLowChicago, IL2026-10-27
Sterling Financial Planning, Inc.
11,551$3.4M0.9%ETFVery LowSparta, NJ2026-10-28
First Premier Bank
11,520$3.4K0.0%CoreVery LowSioux Falls, SD2026-10-13
Lionshead Wealth Management, LLC
11,431$3.3M2.3%ETFLowNew York, NY2026-10-21
Valley Wealth Managers, Inc.
11,313$3.3M0.2%GARPMediumParamus, NJ2026-10-09
Founders Financial Securities LLC
11,297$3.3M0.2%ETFMediumTowson, MD2026-10-28
American Financial & TAX Strategies Inc
11,110$3.2M1.5%ETFVery LowNew York, NY2026-10-16
Prospera Financial Services Inc
10,967$3.1M0.0%CoreMediumDallas, TX2026-11-04
Patriot Investment Management Group, Inc.
10,965$3.2M0.2%ETFVery LowKnoxville, TN2026-10-15
Visionary Wealth Advisors
10,947$3.2M0.1%ETFLowO'Fallon, IL2026-11-04
Thrive Capital Management, LLC
10,740$3.1M0.6%CoreMediumFort Washington, PA2026-10-28
Fingerlakes Wealth Management, Inc.
10,546$3.1M1.6%ETFVery LowIthaca, NY2026-11-04
Tower View Wealth Management LLC
10,370$3.0M1.3%MomentumMediumShorewood, WI2026-10-23
Capital Advisors, Ltd. LLC
9,924$2.9K0.0%ETFLowShaker Heights, OH2026-10-27
Lodestar Private Asset Management LLC
9,529$2.8M0.2%ETFLowAlamo, CA2026-10-26
Victory Financial Group, LLC
9,503$2.8M0.3%ETFLowAustin, TX2026-10-27
Intergy Private Wealth, LLC
9,481$2.8M0.6%ETFVery LowColorado Springs, CO2026-10-16
Joseph P. Lucia & Associates, LLC
9,359$2.7M0.8%ETFVery LowYorktown Heights, NY2026-10-30
LeConte Wealth Management, LLC
9,307$2.7M1.5%GrowthMediumMaryville, TN2026-10-20
Magnus Financial Group LLC
9,091$2.7M0.2%ETFLowNew York, NY2026-10-21
Willis Johnson Wealth, Inc.
8,734$2.6M0.1%ETFLowHouston, TX2026-11-03
Creative Financial Designs Inc
8,503$2.5M0.1%ETFMediumKokomo, IN2026-11-04
Cooksen Wealth, LLC
8,486$2.6M1.6%ETFVery LowThe Woodlands, TX2026-10-13
Stevens Capital Partners
8,443$2.5M0.4%ETFVery LowOmaha, NE2026-10-29
1834 Investment Advisors Co
8,387$2.4M0.3%ValueLowMilwaukee, WI2026-10-16
Cordoba Advisory Partners LLC
8,259$2.4M0.3%ETFMediumNew York, NY2026-10-19
CJM Wealth Advisers, Ltd.
8,254$2.4M0.6%ETFVery LowFalls Church, VA2026-10-27
Coquina Private Wealth LLC
8,222$2.4M1.6%ETFVery LowPort Charlotte, FL2026-10-27
Americana Partners, LLC
8,130$2.4M0.1%CoreMediumHouston, TX2026-10-28
Kassira Wealth Management LLC
8,093$2.4M1.9%GrowthMediumKnoxville, TN2026-10-28
KPP Advisory Services LLC
7,978$2.3M0.4%GrowthMediumLouisville, KY2026-10-26
Meridian Financial Advisors, LLC
7,969$2.3M1.1%ETFVery LowHolliston, MA2026-10-14
ERn Financial, LLC
7,953$2.3M0.4%ETFVery LowMiddleton, WI2026-10-28
Davenport & Co LLC
7,952$2.3M0.0%CoreMediumRichmond, VA2026-10-14
Laurel OAK Wealth Management, LLC
7,918$2.3M0.3%GrowthLowMarlton, NJ2026-10-19
Net Worth Advisory Group
7,869$2.3M0.6%GARPMediumSandy, UT2026-10-20
Insight Advisors, LLC/ PA
7,680$2.2M0.4%ETFMediumNewtown, PA2026-10-22
Asset Allocation & Management Company, LLC
7,329$2.1K0.0%ETFLowChicago, IL2026-10-13
Washington Trust Advisors, Inc.
7,286$2.1M0.2%GrowthLowWellesley, MA2026-10-22
Oppenheimer & Co Inc
7,282$2.1M0.0%CoreLowNew York, NY2026-10-26
GC Wealth Management RIA, LLC
7,169$2.1M0.1%GrowthMediumCambridge, MA2026-11-02
NBT Bank, N.A.
7,153$2.1M0.1%CoreLowNorwich, NY2026-10-21
Meridian Wealth Management, LLC
7,124$2.1M0.1%GrowthLowLexington, KY2026-11-05
Quadrant Capital Group LLC
7,063$2.1M0.1%CoreLowCincinnati, OH2026-10-20
Friday Financial
7,057$2.1M0.4%ETFVery LowDubuque, IA2026-10-09
Fee-Only Financial Planning, L.C.
7,045$2.1M1.1%ETFVery LowOkatie, SC2026-10-23
Venture Visionary Partners LLC
7,005$2.0M0.1%CoreLowSylvania, OH2026-10-07
Brookstone Capital Management
6,990$2.0M0.0%ETFMediumWheaton, IL2026-10-22
Brindle & Bay Financial Advisors, LLC
6,938$2.0M0.8%ETFMediumFrisco, TX2026-10-15
Indivisible Partners
6,752$2.0M0.1%GrowthMediumClearwater, FL2026-10-26
Capital Squared Financial LLC
6,729$2.0M1.3%ETFVery LowRockville, MD2026-10-30
Summit Wealth Group LLC / Co
6,719$2.0M0.1%ETFHighColorado Springs, CO2026-10-29
Waystone Advisors LLC
6,617$2.0M1.5%ETFLowRedmond, WA2026-10-16
TFB Advisors LLC
6,504$1.9M0.8%ETFLowOverland Park, KS2026-11-02
Apollon Wealth Management, LLC
6,444$1.9M0.0%GrowthLowMount Pleasant, SC2026-10-23
Quadrant Private Wealth Management, LLC
6,416$1.9M0.2%GrowthLowCenter Valley, PA2026-11-04
Apollon Financial, LLC
6,363$1.9M0.2%ETFVery LowMount Pleasant, SC2026-10-23
Community Financial Services Group, LLC
6,231$1.8M0.3%GrowthLowNewport, VT2026-10-15
Mascagni Wealth Management, Inc.
6,219$1.8M1.1%ETFLowClinton, MS2026-10-23
Weinberger Asset Management, Inc
6,214$1.8M0.6%ETFVery LowLos Angeles, CA2026-10-28
Berkshire Money Management, Inc.
6,200$1.8M0.2%ETFMediumDalton, MA2026-10-21
RFG Advisory, LLC
6,187$1.8M0.0%ETFMediumBirmingham, AL2026-11-03
Fifth Third Wealth Advisors LLC
6,136$1.8M0.0%IndexVery LowCincinnati, OH2026-10-22
Sigma Planning Corp
6,040$1.8M0.0%GrowthMediumAnn Arbor, MI2026-10-23
MJT & Associates Financial Advisory Group, Inc.
6,040$1.8M1.1%ETFLowMontevideo, MN2026-10-07
Tritonpoint Wealth, LLC
5,861$1.7M0.2%CoreLowChevy Chase, MD2026-10-19
City Holding Co
5,852$1.7M0.2%CoreLowCharleston, WV2026-10-19
Keybank National Association
5,660$1.7M0.0%CoreLowBrooklyn, OH2026-11-04
Hilltop National Bank
5,588$1.6M0.4%CoreLowCasper, WY2026-10-14
Kingswood Wealth Advisors, LLC
5,564$1.6M0.1%GrowthLowSan Diego, CA2026-10-23
Strategic Wealth Investment Group, LLC
5,470$1.6M0.2%GrowthLowLouisville, KY2026-10-29
Bernardo Wealth Planning LLC
5,440$1.6M0.1%ETFVery LowHarleysville, PA2026-10-23
Ironwood Financial, llc
5,394$1.6M0.2%ETFLowTucson, AZ2026-10-20
BKM Wealth Management, LLC
5,387$1.6M0.5%GrowthLowBrookfield, WI2026-10-22
Michels Family Financial, LLC
5,333$1.6M1.0%ETFLowFort Worth, TX2026-11-02
Csenge Advisory Group
5,297$1.5M0.1%ETFMediumClearwater, FL2026-11-04
FC Advisory LLC
5,265$1.5M0.4%ETFVery LowWest Chester, PA2026-10-05
Spire Wealth Management
5,130$1.5M0.0%GrowthMediumMclean, VA2026-10-30
Daymark Wealth Partners, LLC
5,102$1.5M0.0%CoreLowCincinnati, OH2026-11-04
Center For Asset Management LLC
5,091$1.5M0.7%ETFMediumPalm Beach Gardens, FL2026-10-16
Uptick Partners, LLC
5,090$1.5M0.2%ETFLowNacogdoches, TX2026-11-04
Lido Advisors, LLC
4,985$1.5M0.0%GrowthLowLos Angeles, CA2026-11-04
Pennsylvania Capital Management Inc
4,882$1.4M0.3%GrowthLowHuntingdon Valley, PA2026-11-05
Flagstar Securities, Inc
4,859$1.4M0.4%ETFVery LowNew York, NY2026-10-15
Verus Capital Partners, LLC
4,762$1.4M0.1%GrowthLowScottsdale, AZ2026-11-03
Accel Wealth Management
4,754$1.4M0.3%ETFLowWaverly, IA2026-10-13
Tsfg, LLC
4,723$1.4K0.0%ETFLowLake Forest, IL2026-10-23
Modera Wealth Management, LLC
4,705$1.4M0.0%ETFVery LowWestwood, NJ2026-10-28
American Institute for Advanced Investment Management, LLP
4,691$1.4M0.8%ETFLowScottsdale, AZ2026-11-03
MGO One Seven LLC
4,615$1.3M0.0%GrowthLowBeachwood, OH2026-10-28
Principle Wealth Partners LLC
4,591$1.3M0.1%CoreVery LowMadison, CT2026-11-02
Silverlake Wealth Management LLC
4,575$1.3M0.2%ETFLowWilliston, VT2026-10-21
Wedbush Securities Inc
4,568$1.3K0.0%CoreLowPasadena, CA2026-10-22
Beacon Advisors Holdings, LLC
4,498$1.3M0.6%ETFVery LowAustin, TX2026-10-27
Mainstream Capital Management LLC
4,315$1.3M0.7%GrowthLowLos Angeles, CA2026-10-23
Autumn Glory Partners, LLC
4,300$1.3M0.3%CoreMediumDallas, TX2026-10-26
Royal Fund Management, LLC
4,293$1.3M0.1%GrowthMediumLady Lake, FL2026-10-22
Cornerstone Wealth Management, LLC
4,292$1.3M0.1%ETFVery LowSt. Peters, MO2026-11-04
PKS Advisory Services, LLC
4,279$1.3M0.2%ETFMediumAlbany, NY2026-10-26
Beacon Financial Planning, Inc
4,238$1.2M0.4%ETFVery LowHyannis, MA2026-11-04
Fairscale Capital, LLC
4,221$1.2M0.7%GrowthVery LowNashua, NH2026-11-04
Salem Investment Counselors Inc
4,124$1.2M0.0%GrowthVery LowWinston-Salem, NC2026-10-13
Capital Management Associates, Inc
4,085$1.2M0.2%ETFLowMinneapolis, MN2026-10-20
DeLarme Wealth Management, Inc.
3,988$1.2M0.7%ETFVery LowPalos Verdes Estates, CA2026-10-30
Signal Advisors Wealth, LLC
3,962$1.2M0.1%ETFLowDetroit, MI2026-10-13
Plante Moran Financial Advisors, LLC
3,955$1.2M0.1%ETFVery LowSouthfield, MI2026-11-04
Parallel Advisors, LLC
3,930$1.1M0.0%IndexLowSan Francisco, CA2026-11-03
Members Wealth LLC
3,883$1.2M0.6%ETFLowMedia, PA2026-10-20
Heartwood Wealth Advisors LLC
3,878$1.1M0.1%ETFLowRichmond, VA2026-10-05
Whitegate Investment Counselors, Inc.
3,852$1.1M0.3%ETFVery LowConcord, NH2026-11-02
Shira Ridge Wealth Management
3,830$1.1M0.4%ETFLowLarkspur, CA2026-10-09
Signature Estate & Investment Advisors LLC
3,823$1.1M0.0%ETFMediumLos Angeles, CA2026-10-13
St. Louis Trust Co
3,801$1.1M0.1%ETFVery LowSaint Louis, MO2026-11-03
Cherrydale Wealth Management, LLC
3,794$1.1M0.3%ETFVery LowMontclair, NJ2026-10-20
XML Financial, LLC
3,780$1.1M0.1%ETFLowBethesda, MD2026-10-29
Koshinski Asset Management, Inc.
3,773$1.1M0.1%ETFLowDecatur, IL2026-10-29
SC&H Financial Advisors, Inc.
3,707$1.1M0.1%ETFVery LowHunt Valley, MD2026-10-14
Patriot Financial Group Insurance Agency, LLC
3,642$1.1M0.1%GrowthLowWalpole, MA2026-10-14
Sapient Capital LLC
3,632$1.1M0.0%GrowthMediumIndianapolis, IN2026-10-08
Collective Family Office LLC
3,602$1.1M0.2%ETFLowYork, PA2026-10-05
Grimes & Co Wealth Management, LLC
3,584$1.0M0.0%CoreLowWestborough, MA2026-10-29
Farmers & Merchants Investments Inc
3,562$1.0M0.0%CoreVery LowLincoln, NE2026-10-22
Geneva Partners, LLC
3,529$1.0M0.3%MomentumHighLake Geneva, WI2026-10-26
TME Financial, Inc.
3,512$1.0M0.6%ETFMediumHuntington Beach, CA2026-10-14
EverSource Wealth Advisors, LLC
3,481$1.0M0.0%CoreMediumBirmingham, AL2026-11-04
High Net Worth Advisory Group LLC
3,472$1.0M0.2%ETFVery LowNaples, FL2026-10-26
Oakworth Capital, Inc.
3,451$1.0M0.0%ETFLowBirmingham, AL2026-10-26
Manchester Capital Management LLC
3,438$1.0M0.1%CoreLowManchester, VT2026-10-22
Schear Investment Advisers, LLC
3,425$1.0M0.1%Agg GrowthMediumCincinnati, OH2026-10-14
Tempo Wealth, LLC
3,425$1.0M0.1%Agg GrowthLowIndependence, OH2026-10-14
World Equity Group, Inc.
3,402$993.7K0.4%GrowthMediumSchaumburg, IL2026-10-14
Plancorp, LLC
3,383$969.4K0.0%ETFLowSaint Louis, MO2026-11-03
Independence Asset Advisors, LLC
3,335$974.1K0.2%ETFVery LowWynnewood,, PA2026-10-23
Advisory Solutions Group, LLC
3,328$972.1K0.2%ETFN/APlymouth, MN2026-10-14
First Financial Bank - Trust Division
3,328$972.1K0.1%CoreLowHamilton, OH2026-10-01
Finward Bancorp
3,310$966.9K0.7%CoreLowMunster, IN2026-10-14
Richard P Slaughter Associates Inc
3,263$953.1K0.2%ETFMediumAustin, TX2026-10-13
Briggs Wealth Management, Inc
3,262$952.8K0.8%ETFLowGlastonbury, CT2026-10-26
Calamos Wealth Management LLC
3,196$933.6K0.0%GrowthMediumNaperville, IL2026-11-02
Jnba Financial Advisors
3,194$932.8K0.1%ETFMediumBloomington, MN2026-11-03
Provident Living Financial Services, Inc.
3,096$886.9K0.9%GARPLowLehi, UT2026-11-03
Carnegie Investment Counsel
3,080$899.7K0.0%CoreLowPepper Pike, OH2026-10-20
Elevation Point Wealth Partners, LLC
3,075$904.9K0.0%CoreHighDenver, CO2026-11-05
Gryphon Financial Partners LLC
3,061$894.2K0.1%IndexLowColumbus, OH2026-11-04
International Assets Investment Management, LLC
3,053$900.5K0.1%CoreVery HighOrlando, FL2026-11-02
Wesbanco Bank Inc
3,026$883.9K0.0%CoreLowWheeling, WV2026-11-04
Certified Advisory Corp
2,994$874.4K0.1%ETFLowAltamonte Springs, FL2026-10-29
Norden Group LLC
2,978$869.9K0.1%GrowthMediumProvo, UT2026-10-20
Acorn Financial Advisory Services Inc
2,964$865.9K0.1%ETFMediumReston, VA2026-11-02
Waller Financial Planning Group, Inc
2,956$863.6K0.2%ETFMediumColumbus, OH2026-10-07
Greenwood Gearhart LLC
2,952$862.3K0.0%ETFLowFayetteville, AR2026-11-02
Aviso Wealth Management
2,923$853.7K0.3%GrowthLowBellevue, WA2026-11-04
Sound Income Strategies, LLC
2,906$865.5K0.0%YieldMediumFt Lauderdale, FL2026-10-09
Sterling Investment Counsel, LLC
2,901$847.4K0.2%GrowthLowBuffalo, NY2026-10-19
Sagespring Wealth Partners, LLC
2,847$831.7K0.0%ETFLowFranklin, TN2026-10-22
15 Wealth Advisors LLC
2,813$821.4K0.2%ETFN/AMundelein, IL2026-10-14
Rossby Financial, LCC
2,805$819.3K0.1%ETFMediumMelbourne, FL2026-11-05
LightSquare Wealth Management, LLC
2,800$818.0K0.5%ETFN/ABingham Farms, MI2026-11-03
Independent Wealth Network Inc.
2,797$816.9K0.2%ETFMediumUrbandale, IA2026-10-19
Kanawha Capital Management LLC
2,767$808.2K0.1%CoreVery LowRichmond, VA2026-10-19
Valley Forge Investment Consultants Inc ADV
2,727$796.4K0.2%ETFVery LowAudubon, PA2026-11-03
Bouvel Investment Partners, LLC
2,715$793.1K0.2%Agg GrowthMediumPhoenixville, PA2026-10-13
Revolve Wealth Partners, LLC
2,691$786.1K0.1%ETFVery LowHackensack, NJ2026-10-23
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
2,659$776.8K0.0%ETFMediumWestlake, OH2026-10-14
Enclave Advisors LLC
2,656$775.8K0.1%ETFMediumAustin, TX2026-10-14
Sowell Financial Services LLC
2,652$774.8K0.0%CoreLowNorth Little Rock, AR2026-10-23
Washington Trust Bank
2,621$765.6K0.1%CoreLowSpokane, WA2026-11-03
Dynamic Advisor Solutions LLC
2,620$765.3K0.0%ETFLowPhoenix, AZ2026-10-13
Roman Butler Fullerton & Co
2,613$755.5K0.2%GrowthMediumSt Louis, MO2026-10-27
Clear Harbor Asset Management, LLC
2,609$762.0K0.0%CoreLowStamford, CT2026-11-05
AdvisorNet Financial, Inc
2,571$747.3K0.0%ETFLowMinnetonka, MN2026-10-15
Pacific Excel Wealth Advisors, Inc.
2,559$747.5K0.8%ETFHighWalnut Creek, CA2026-10-27
Advocate Investing Services LLC
2,533$739.9K0.6%ETFLowWoodbine, MD2026-10-26
Burns Matteson Capital Management, LLC
2,526$737.8K0.3%CoreMediumCorning, NY2026-10-16
Willow Creek Wealth Management Inc.
2,518$735.6K0.0%ETFVery LowSebastopol, CA2026-10-26
Goelzer Investment Management, Inc.
2,516$734.9K0.0%GrowthLowCarmel, IN2026-10-16
Williams Jones Wealth Management, Llc.
2,486$726.2K0.0%GrowthLowNew York, NY2026-11-05
Roof Eidam Maycock Peralta, LLC
2,480$724.4K0.1%ETFVery LowSan Francisco, CA2026-10-15
BCS Wealth Management
2,444$713.9K0.1%ETFVery LowJohnson City, TN2026-11-03
Simon Quick Advisors, LLC
2,442$713.3K0.0%ETFLowMorristown, NJ2026-10-26
StoneX Group Inc.
2,438$719.5K0.0%ETFMediumNew York, NY2026-11-03
Cullen T Bankers, Inc.
2,368$691.6K0.0%GrowthLowSan Antonio, TX2026-10-28
Sepio Capital, LP
2,318$677.1K0.0%ETFLowSalt Lake City, UT2026-10-22
Ridgewood Investments LLC
2,309$674.4K0.2%ValueMediumSpringfield, NJ2026-10-05
West Bancorporation Inc
2,264$661.3K0.3%ETFLowWest Des Moines, IA2026-10-29
Waterfront Wealth Inc.
2,259$657.1K0.1%ValueLowOverland Park, KS2026-11-03
Flagship Harbor Advisors, LLC
2,207$644.8K0.0%ETFMediumBoston, MA2026-10-26
Ocean Park Asset Management, LLC
2,203$643.5K0.0%ETFLowSanta Monica, CA2026-10-21
Exchange Traded Concepts, LLC
2,203$643.5K0.0%GrowthMediumOklahoma City, OK2026-10-28
Lynx Investment Advisory
2,191$639.9K0.2%ETFLowWashington, Dc, DC2026-10-27
FWG Investments, Llc.
2,154$629.2K0.3%ETFMediumLexington, KY2026-11-03
Legacy Capital Wealth Partners, LLC
2,154$629.2K0.1%CoreMediumLittle Rock, AR2026-10-21
JFS Wealth Advisors, LLC
2,135$623.7K0.0%ETFVery LowHermitage, PA2026-11-03
Powell Investment Advisors, LLC
2,109$616.0K0.2%ETFVery LowMiami, FL2026-10-22
MCF Advisors LLC
2,109$616.1K0.0%ETFLowLexington, KY2026-10-28
HUB Investment Partners, LLC
2,106$615.2K0.0%GrowthLowAustin, TX2026-11-03
Verdence Capital Advisors LLC
2,085$609.1K0.0%CoreMediumHunt Valley, MD2026-10-26
B. Riley Wealth Advisors, Inc.
2,082$608.2K0.0%GrowthLowMemphis, TN2026-10-13
Axxcess Wealth Management, LLC
2,078$606.9K0.0%CoreLowCarlsbad, CA2026-10-21
Lodestone Wealth Management LLC
2,074$605.7K0.2%CoreLowSpokane, WA2026-10-14
Valeo Financial Advisors, LLC
2,066$603.4K0.0%ETFLowCarmel, IN2026-10-08
Greenspring Advisors, LLC
2,054$600.0K0.0%ETFVery LowTowson, MD2026-11-05
Mesirow Financial Investment Management, Inc.
2,044$597.2K0.0%CoreLowChicago, IL2026-11-05
Cypress Wealth Services, LLC
2,042$620.9K0.1%ETFLowPalm Desert, CA2026-10-21
Tannin Capital LLC
2,018$589.5K0.4%CoreMediumCharlotte, NC2026-11-05
Wilkerson Advisory Group LLC
2,008$586.7K0.2%ETFMediumColumbia, MO2026-10-20
Willner & Heller, LLC
1,997$583.5K0.4%GrowthLowEncino, CA2026-10-28
Pinion Investment Advisors, LLC
1,986$580.1K0.1%ETFLowWichita, KS2026-11-04
Pinnacle Bancorp, Inc.
1,969$575.1K0.2%CoreVery LowBeatrice, NE2026-10-21
Nicholas Wealth, Llc.
1,969$575.1K0.3%GrowthMediumMarietta, GA2026-10-26
Valley National Advisers Inc
1,943$567.6K0.1%ETFLowBethlehem, PA2026-10-23
Ddfg, Inc
1,908$557.5K0.1%ETFLowThousand Oaks, CA2026-10-15
Investors Asset Management of Georgia Inc
1,897$554.1K0.2%GARPLowAtlanta, GA2026-10-20
Evergreen Capital Management LLC
1,874$547.4K0.0%GARPMediumBellevue, WA2026-10-23
Fragasso Financial Advisors Inc
1,849$559.3K0.0%ETFLowSewickley, PA2026-10-13
Archford Capital Strategies, LLC
1,804$526.9K0.1%GrowthMediumSwansea, IL2026-10-19
BLB&B Advisors, LLC
1,774$518.2K0.0%ETFLowMontgomeryville, PA2026-10-27
Kennicott Capital Management LLC
1,739$508.0K0.2%ETFVery LowLarkspur, CA2026-10-16
Smith Asset Management Co., LLC
1,726$504.2K0.4%YieldLowChiefland, FL2026-10-16
Graetz Wealth LLC
1,698$495.9K0.4%ETFMediumJenison, MI2026-10-27
Tectonic Advisors LLC
1,695$495.1K0.0%YieldLowFrisco, TX2026-10-22
Sara-Bay Financial
1,689$493.3K0.1%MomentumLowSarasota, FL2026-10-21
Merited Wealth, LLC
1,684$491.9K0.3%ETFMediumNorth Bay Village, FL2026-10-13
Caliber Wealth Management, LLC / KS
1,677$489.7K0.0%ETFLowOverland Park, KS2026-11-04
Horizon Financial Services, LLC
1,668$487.2K0.2%ETFLowWinston Salem, NC2026-11-04
Facet Wealth, Inc.
1,662$485.5K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Mission Wealth Management, LP
1,658$484.3K0.0%ETFLowSanta Barbara, CA2026-10-15
GEN Financial Management, Inc.
1,640$479.0K0.3%ETFLowPlymouth, MN2026-10-13
Aaron Wealth Advisors LLC
1,635$477.6K0.0%GrowthMediumChicago, IL2026-10-13
Beacon Financial Group
1,566$457.4K0.0%ETFMediumDallas, TX2026-10-19
Ledyard National Bank
1,522$444.6K0.0%CoreLowHanover, NH2026-10-21
Perryman Financial Advisory Inc
1,504$439.3K0.1%GrowthVery LowDallas, TX2026-10-16
WP Advisors, LLC
1,504$439.4K0.1%CoreLowSan Francisco, CA2026-10-22
RFG Holdings, Inc.
1,501$438.5K0.1%ETFLowArgyle, TX2026-10-30
Reynders McVeigh Capital Management, LLC
1,500$438.2K0.0%GrowthLowBoston, MA2026-10-30
Madison Park Capital Advisors, LLC
1,499$437.9K0.3%ETFMediumSeattle, WA2026-10-28
Creekside Partners
1,493$436.0K0.2%ETFVery LowPetaluma, CA2026-11-04
Lake Street Private Wealth, LLC
1,483$433.2K0.0%GrowthLowChicago, IL2026-10-22
Soltis Investment Advisors LLC
1,481$432.5K0.0%CoreMediumSt. George, UT2026-10-28
Peterson Wealth Advisors, LLC
1,476$431.2K0.1%ETFLowOrem, UT2026-10-08
Acropolis Investment Management, LLC
1,475$430.8K0.0%ETFLowSt. Louis, MO2026-10-08
Intelligence Driven Advisers, LLC
1,473$430.3K0.1%ETFLowCarlsbad, CA2026-10-09
Caldwell Trust Co
1,458$425.9K0.0%GrowthLowVenice, FL2026-10-30
Prime Capital Investment Advisors, LLC
1,457$425.6K0.0%ETFLowOverland Park, KS2026-10-20
Simplicity Wealth,LLC
1,453$424.4K0.0%ETFLowSummit, NJ2026-10-23
Diversify Advisory Services, LLC
1,448$426.5K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
1,448$426.5K0.0%GrowthMediumSandy, UT2026-10-20
Private Trust Co NA
1,446$422.4K0.0%CoreLowCleveland, OH2026-10-20
Townsend Asset Management Corp
1,446$422.4K0.1%CoreLowRaleigh, NC2026-10-29
Advocate Group LLC
1,423$415.7K0.1%YieldLowMinnetonka, MN2026-10-19
Northstar Asset Management Co
1,400$411.4K0.1%CoreVery LowBlue Bell, PA2026-10-22
Atwood & Palmer Inc
1,396$407.7K0.0%CoreVery LowKansas City, MO2026-10-08
SeaCrest Wealth Management, LLC
1,319$385.3K0.0%GrowthLowPurchase, NY2026-10-21
Eddie Patel Inc
1,315$384.2K0.2%GARPVery HighChicago, IL2026-11-02
Asset Dedication, LLC
1,301$380.0K0.0%ETFLowSan Francisco, CA2026-11-03
Noble Wealth Management PBC
1,300$379.7K0.2%YieldMediumGreenwood Village, CO2026-10-01
Unique Wealth, LLC
1,290$376.8K0.0%ETFMediumTampa, FL2026-10-16
LWM Advisors Inc
1,273$371.7K0.3%ETFLowEl Dorado Hills, CA2026-10-08
Independent Solutions Wealth Management, LLC
1,261$368.3K0.0%GrowthLowWilliamsville, NY2026-10-28
Morton Brown Family Wealth, LLC
1,257$367.2K0.1%ETFVery LowAllentown, PA2026-10-23
Klingman & Associates, LLC
1,248$364.5K0.0%ETFVery LowNew York, NY2026-10-20
Financial Council, LLC
1,232$359.9K0.1%ETFVery LowTowson, MD2026-11-02
Richardson Financial Services Inc.
1,218$355.8K0.2%GrowthMediumMedway, MA2026-10-30
Argentarii, LLC
1,214$354.6K0.1%GrowthLowCincinnati, OH2026-10-28
TD Private Client Wealth LLC
1,186$346.4K0.0%ETFLowNew York, NY2026-10-28
Old North State Wealth Management, LLC
1,184$347.1K0.1%ValueMediumWilmington, NC2026-10-22
Legacy Wealth Partners, LLC
1,183$345.6K0.1%ETFHighLakewood, CO2026-10-15
Balboa Wealth Partners
1,167$340.9K0.0%Agg GrowthMediumScottsdale, AZ2026-10-20
Parsons Capital Management Inc
1,164$340.0K0.0%CoreLowProvidence, RI2026-10-28
Root Financial Partners, LLC
1,161$339.0K0.0%ETFMediumEncinitas, CA2026-10-21
Howland Capital Management LLC
1,152$336.5K0.0%CoreLowBoston, MA2026-10-22
CDM Financial Counseling Services, Inc.
1,145$334.5K0.3%ETFVery LowNorwich, CT2026-10-15
Larson Financial Group LLC
1,144$334.0K0.0%GrowthLowSt Louis, MO2026-11-05
Bath Savings Trust Co
1,136$331.8K0.0%CoreLowBath, ME2026-10-07
Monetary Solutions, Ltd
1,114$325.4K0.3%ETFVery LowDayton, OH2026-10-22
First Citizens Bank & Trust Co
1,113$325.1K0.0%CoreMediumRaleigh, NC2026-10-14
Gallacher Capital Management LLC
1,111$324.5K0.3%ValueMediumLone Tree, CO2026-10-30
Richmond Investment Services, LLC
1,110$324.2K0.1%ETFLowMequon, WI2026-10-29
Chapin Davis, Inc.
1,110$324.2K0.1%GrowthHighBaltimore, MD2026-10-09
Grove Street Fiduciary, LLC
1,107$323.4K0.1%ETFVery LowPeterborough, NH2026-10-13
Synergy Asset Management, LLC
1,106$323.1K0.0%GrowthHighVancouver, WA2026-11-05
Schneider Downs Wealth Management Advisors, LP
1,105$322.8K0.0%ETFVery LowPittsburgh, PA2026-10-27
VestGen Advisors, LLC
1,080$315.5K0.0%GrowthMediumChicago, IL2026-10-27
Leading Edge Financial Planning LLC
1,077$314.6K0.1%ETFLowKnoxville, TN2026-10-23
L. Roy Papp & Associates, LLP
1,077$314.6K0.0%CoreVery LowPhoenix, AZ2026-10-21
Welch & Forbes LLC
1,060$309.6K0.0%CoreVery LowBoston, MA2026-11-04
LifeGoal Investments, LLC
1,055$308.2K0.1%ETFLowSaratoga Springs, NY2026-10-09
Triton Wealth Management, Pllc
1,042$302.7K0.1%ETFMediumSun City, AZ2026-11-04
Kendall Capital Management
1,041$304.1K0.1%GARPLowRockville, MD2026-10-23
CPA Asset Management Group, LLC
1,032$301.4K0.1%ETFMediumWest Palm Beach, FL2026-10-26
Strategic Blueprint, LLC
1,029$300.4K0.0%ETFLowAtlanta, GA2026-10-22
Odyssey Capital Advisors, Inc.
1,024$299.1K0.2%ETFLowBala Cynwyd, PA2026-10-26
WealthBridge Capital Management, LLC
1,016$296.8K0.1%ETFLowWesterville, OH2026-10-16
Stage Harbor Financial, LLC
1,015$296.5K0.2%ETFVery LowWestwood, MA2026-11-03
New England Private Wealth Advisors LLC
1,008$294.3K0.0%ETFVery LowWellesley, MA2026-10-19
City State Bank
1,002$292.7K0.1%GrowthVery LowNorwalk, IA2026-10-20
S.A. Mason LLC
1,000$292.1K0.1%GrowthVery LowHolland, MI2026-10-13
Long Island Wealth Management, Inc.
996$290.9K0.1%ETFLowMelville, NY2026-10-20
MBL Wealth, LLC
985$287.7K0.0%ETFLowCharlotte, NC2026-10-22
Welch Group, LLC
982$286.8K0.0%CoreVery LowBirmingham, AL2026-10-29
Forum Financial Management, LP
980$286.3K0.0%ETFLowLombard, IL2026-10-16
Accredited Investors Inc.
980$286.3K0.0%ETFLowEdina, MN2026-11-03
Martel Wealth Advisors LLC
975$284.7K0.0%ETFVery LowVancouver, WA2026-10-14
Beese Fulmer Investment Management, Inc.
975$284.8K0.0%CoreLowCanton, OH2026-10-23
William Mack & Associates, Inc.
966$282.2K0.1%ETFLowTroy, MI2026-10-27
Sicart Associates LLC
965$278.6K0.1%CoreLowNew York, NY2026-10-29
Galvin, Gaustad & Stein, LLC
960$280.4K0.0%CoreMediumScottsdale, AZ2026-10-08
Beacon Financial Advisory LLC
942$275.3K0.1%ETFLowCleveland, OH2026-10-16
Columbus Macro, LLC
936$273.4K0.0%YieldMediumNew Castle, PA2026-10-14
NWF Advisory Services Inc.
933$272.6K0.0%GARPLowLos Angeles, CA2026-10-19
Sigma Investment Counselors Inc
928$271.1K0.0%ETFLowNorthville, MI2026-10-27
OFS Enterprise LLC
921$269.0K0.1%ETFVery LowKearney, NE2026-10-16
Arbor Investment Advisors, LLC
919$268.4K0.0%ETFVery LowWinston Salem, NC2026-10-26
Relyea Zuckerberg Hanson LLC
906$264.6K0.0%ETFLowStamford, CT2026-10-20
Clarity Capital Advisors, LLC
889$259.8K0.1%ETFVery LowLakewood Ranch, FL2026-10-27
CoreCap Advisors, LLC
881$257.3K0.0%ETFMediumSouthfield, MI2026-10-08
Richwood Investment Advisors, LLC
880$257.0K0.2%CoreLowCincinnati, OH2026-10-30
Balefire, LLC
874$255.3K0.0%ETFMediumDallas, TX2026-10-09
AMG National Trust Bank
868$253.5K0.0%ETFLowGreenwood Village, CO2026-11-05
Castle Rock Wealth Management, LLC
861$261.7K0.0%GrowthMediumWalnut Creek, CA2026-10-09
Winthrop Advisory Group LLC
854$249.4K0.0%ETFVery LowBoston, MA2026-10-22
SteelPeak Wealth, LLC
853$249.1K0.0%GrowthHighWoodland Hills, CA2026-10-16
Investment Partners, Ltd.
850$248.3K0.0%ETFVery LowNew Philadelphia, OH2026-10-29
FAI Advisors, Inc.
839$245.1K0.1%GrowthLowFarmington Hills, MI2026-10-27
Samalin Investment Counsel, LLC
837$244.5K0.1%YieldMediumChappaqua, NY2026-10-23
Syntax Research, Inc.
837$244.5K0.2%ETFMediumBoca Raton, FL2026-11-04
CRA Financial Services, LLC
833$243.4K0.0%ETFVery LowNorthfield, NJ2026-10-16
Mayfair Advisory Group, LLC
823$240.5K0.1%ETFLowBirmingham, AL2026-10-20
Key FInancial Inc
823$240.4K0.0%ETFLowWest Chester, PA2026-11-02
Courier Capital LLC
818$238.9K0.0%ETFLowBuffalo, NY2026-10-19
Hardworking Capital Advisors, LLC
816$238.4K0.2%GrowthMediumPalm Desert, CA2026-10-20
Paulson Wealth Management Inc.
815$238.0K0.0%ETFLowWest Palm Beach, FL2026-11-02
Fearless Solutions, LLC dba Best Invest
813$237.5K0.1%ETFLowSan Antonio, TX2026-10-14
Brown Miller Wealth Management, LLC
813$237.3K0.1%GrowthLowMclean, VA2026-11-02
Armor Investment Advisors, LLC
800$233.7K0.1%ETFLowRaleigh, NC2026-10-27
Blackston Financial Advisory Group, LLC
796$232.7K0.1%ETFLowThe Villages, FL2026-11-04
First American Bank
795$232.2K0.0%GrowthVery LowDundee, IL2026-10-27
Planned Solutions, Inc.
793$231.6K0.1%ETFLowFolsom, CA2026-10-19
Tounjian Advisory Partners, LLC
789$230.6K0.1%GrowthHighFort Myers, FL2026-11-04
Financial Perspectives, Inc
770$224.9K0.1%GrowthVery LowMinneapolis, MN2026-11-03
Aspiriant, LLC
770$224.9K0.0%ETFVery LowLos Angeles, CA2026-10-16
Elm3 Financial Group, LLC
769$224.6K0.1%GrowthMediumAlpharetta, GA2026-10-07
Artesa Financial Group, LLC
768$224.3K0.2%ETFLowConroe, TX2026-10-29
Griffin Asset Management, Inc.
764$223.2K0.0%CoreLowNew York, NY2026-10-22
Quantum Financial Partners LLC
763$222.9K0.1%ETFN/AOverland Park, KS2026-10-19
McGlone Suttner Wealth Management, Inc.
762$222.5K0.0%ETFVery LowAppleton, WI2026-10-13
Pinnacle Associates LTD
762$222.6K0.0%CoreLowNew York, NY2026-10-20
SkyOak Wealth, LLC
752$219.7K0.0%ETFLowSouthfield, MI2026-10-28
Alpine Bank Wealth Management
751$219.4K0.0%ETFHighGrand Junction, CO2026-10-16
Ballast Rock Private Wealth LLC
751$219.5K0.1%ETFMediumCharleston, SC2026-10-26
Manske Wealth Management
743$217.0K0.1%ValueVery LowHouston, TX2026-10-26
Westbourne Investment Advisors, Inc.
741$216.4K0.1%GARPLowAnnapolis, MD2026-10-20
GoalVest Advisory LLC
737$215.3K0.0%ETFMediumNew York, NY2026-10-02
SWP Financial LLC
734$214.4K0.1%ETFMediumEncinitas, CA2026-10-23
Nicholas Hoffman & Company, Llc.
732$213.8K0.0%ETFVery LowAtlanta, GA2026-10-30
Apella Capital, LLC
728$218.6K0.0%ETFVery LowWest Hartford, CT2026-10-08
Verity Asset Management, Inc.
726$212.1K0.1%CoreMediumDurham, NC2026-10-30
Certuity, LLC
720$210.4K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Signaturefd, LLC
719$209.9K0.0%IndexLowAtlanta, GA2026-10-23
Innova Wealth Partners
714$208.4K0.1%ETFHighNewtown, PA2026-10-21
XY Planning Network, Inc.
713$208.3K0.0%ETFLowBozeman, MT2026-10-14
Capital Investment Advisory Services, LLC
712$208.7K0.0%CoreMediumRaleigh, NC2026-10-30
Fiduciary Alliance LLC
711$207.6K0.0%CoreMediumGreenville, SC2026-10-13
Lee, Kelleher & Klein Wealth Management
711$207.7K0.1%ETFVery LowEllicott City, MD2026-10-08
Agate Pass Investment Management, LLC
709$207.1K0.1%CoreLowBainbridge Island, WA2026-10-20
Colony Family Offices, LLC
706$206.2K0.0%ETFVery LowCharlotte, NC2026-10-22
Fulton Bank, N.A.
704$205.6K0.0%CoreLowLancaster, PA2026-10-14
Haven Private, LLC
702$205.1K0.1%ETFMediumOrlando, FL2026-10-27
Private Client Services, LLC
700$204.5K0.1%ETFMediumLouisville, KY2026-10-02
Capital Investment Advisors, LLC
698$204.0K0.0%CoreLowAtlanta, GA2026-10-22
BancFirst Trust & Investment Management
696$205.0K0.1%Deep ValueLowOklahoma City, OK2026-10-30
October Effect Ltd
696$203.3K0.2%GrowthHighVirginia Beach, VA2026-10-20
Accurate Wealth Management, LLC
695$207.2K0.0%CoreMediumWesley Chapel, FL2026-10-20
Trilogy Capital Inc.
694$202.7K0.0%ETFMediumIrvine, CA2026-10-20
Monument Capital Management
692$202.1K0.0%GARPHighAlexandria, VA2026-10-09
Monument Group Wealth Advisors, LLC
692$202.4K0.1%ETFHighConcord, MA2026-10-21
Sunrise Financial Services, LLC
672$196.3K0.1%ETFMediumBurien, WA2026-10-21
Legacy Bridge, LLC
656$191.6K0.1%GrowthVery LowWest Des Moines, IA2026-10-28
Elevation Wealth Partners, LLC
615$179.8K0.1%ETFLowWalnut Creek, CA2026-10-07
Archer Investment Corp
599$175.0K0.0%CoreMediumCarmel, IN2026-11-05
SBK Financial, Inc.
570$166.5K0.1%N/AN/ARichmond, VA2026-11-02
Gen-Wealth Partners Inc
565$165.0K0.0%CoreLowZeeland, MI2026-11-04
Glass Jacobson Investment Advisors llc
558$163.0K0.1%ETFLowOwings Mills, MD2026-10-26
Holos Integrated Wealth LLC
532$153.8K0.1%ETFLowKennett Square, PA2026-10-23
AlphaCore Capital LLC
528$154.2K0.0%ETFLowLa Jolla, CA2026-11-04
Richards, Merrill & Peterson, Inc.
514$150.1K0.0%GrowthLowSpokane, WA2026-10-19
Beacon Financial Strategies Corp
508$148.3K0.1%ETFVery LowRaleigh, NC2026-10-14
Rossmore Private Capital
500$146.1K0.0%CoreLowGlastonbury, CT2026-10-27
Grove Bank & Trust
500$146.1K0.0%ETFLowMiami, FL2026-10-08
Tradewinds Capital Management, LLC
495$144.6K0.0%ETFVery HighBellingham, WA2026-10-23
Compass Financial Management LLC
477$139.4K0.0%CoreN/ATampa, FL2026-10-30
Olistico Wealth, LLC
475$138.7K0.1%GrowthVery LowTulsa, OK2026-10-05
Trust Co of Toledo NA
464$135.5K0.0%GrowthVery LowHolland, OH2026-10-16
Hickory Point Bank & Trust
427$124.7K0.1%CoreVery LowDecatur, IL2026-10-01
Blue Trust, Inc.
421$123.0K0.0%ETFLowBrentwood, TN2026-10-15
Wagner Wealth Management, LLC
408$119.2K0.0%ETFLowGreenville, SC2026-10-21
Quest 10 Wealth Builders, Inc.
403$117.7K0.1%ETFLowFuquay-Varina, VA2026-11-02
Latitude Advisors, LLC
385$112.5K0.0%ETFLowYorkville, IL2026-10-27
Lanark Financial, Inc.
381$111.3K0.0%CoreMediumBirmingham, AL2026-10-26
North Star Investment Management Corp.
370$108.1K0.0%CoreLowChicago, IL2026-10-27
MV Capital Management, Inc.
362$105.7K0.0%ETFLowBethesda, MD2026-10-29
Vermillion Wealth Management, Inc.
361$105.3K0.1%ValueLowRosemount, MN2026-10-26
Align Financial, LLC
346$101.1K0.0%ETFVery LowHermantown, MN2026-10-16
Trust Co of Vermont
333$97.3K0.0%CoreVery LowBrattleboro, VT2026-10-21
Ascentis Independent Advisors
332$97.2K0.0%ETFLowDallas, TX2026-11-03
Citizens National Bank Trust Department
320$93.5K0.0%CoreVery LowMeridian, MS2026-11-04
Angeles Wealth Management, LLC
305$89.1K0.0%ETFLowSanta Monica, CA2026-10-26
Bangor Savings Bank
300$87.6K0.0%ETFLowBangor, ME2026-10-06
Flagship Wealth Advisors, LLC
295$86.2K0.0%ETFLowWakefield, MA2026-11-03
Indiana Trust & Investment Management Co
293$85.6K0.0%GrowthLowMishawaka, IN2026-10-22
Fairman Group, LLC
269$78.5K0.1%ETFLowChesterbrook, PA2026-10-26
Bullock Wealth Management Group
269$79.3K0.0%GrowthLowBloomington, IN2026-10-09
Clean Yield Group
254$74.2K0.0%CoreLowNorwich, VT2026-10-28
Balentine LLC
253$74.0K0.0%ETFLowAtlanta, GA2026-11-03
DiNuzzo Private Wealth, Inc.
249$72.7K0.0%ETFLowBeaver, PA2026-10-16
Meriwether Wealth & Planning, LLC
245$71.6K0.0%ETFMediumMinden, LA2026-10-13
Hughes Financial Services, LLC
244$72.0K0.0%ETFLowHerndon, VA2026-10-30
Hazlett, Burt & Watson, Inc.
240$700.0%CoreVery LowWheeling, WV2026-11-04
Evermay Wealth Management LLC
230$67.1K0.0%ETFLowArlington, VA2026-11-05
Dhjj Financial Advisors, Ltd.
214$62.5K0.0%ETFVery LowNaperville, IL2026-10-23
Horizons Wealth Management
204$59.6K0.0%ETFLowAsheville, NC2026-10-05
Elevated Capital Advisors, LLC
200$58.4K0.0%ETFMediumSandy, UT2026-11-04
Comprehensive Financial Planning, Inc.
200$58.4K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
SBI Securities Co., Ltd.
199$58.1K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Triumph Capital Management
192$56.1K0.0%ETFMediumDenver, CO2026-10-14
Barrett & Company, Inc.
190$55.5K0.0%ETFLowProvidence, RI2026-10-22
Abound Wealth Management
189$55.2K0.0%ETFVery LowFranklin, TN2026-10-26
TD Waterhouse Canada Inc.
185$54.5K0.0%CoreLowToronto, Australia2026-10-16
Entrust Financial LLC
183$53.6K0.0%ETFLowWayne, PA2026-11-04
Parkside Financial Bank & Trust
178$52.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Ashton Thomas Securities, LLC
168$49.1K0.0%ETFMediumRochester, NY2026-10-26
Catherine Avery Investment Management LLC
165$48.2K0.0%CoreMediumLongboat Key, FL2026-10-14
Gamma Investing LLC
163$47.6K0.0%IndexVery LowFoster City, CA2026-10-08
Eastern Bank
151$44.1K0.0%GrowthMediumBoston, MA2026-10-05
Next Level Wealth Planning, LLC
150$43.8K0.0%ETFVery LowMeridian, ID2026-10-29
Concord Wealth Partners
150$43.9K0.0%GrowthLowAbingdon, VA2026-11-02
Bank of New Hampshire
145$42.4K0.0%CoreLowLaconia, NH2026-10-06
Cordgrass Capital Advisors, LLC
134$39.1K0.0%CoreLowRaleigh, NC2026-10-30
Duncker Streett & Co Inc
129$37.7K0.0%GrowthLowSt. Louis, MO2026-10-27
EPG Wealth Management LLC
119$34.8K0.0%GrowthLowAtlanta, GA2026-11-03
Roxbury Financial LLC
110$32.1K0.0%CoreVery LowMount Arlington, NJ2026-10-01
First Bancorp, Inc
100$29.2K0.0%ValueVery LowDamariscotta, ME2026-10-26
Kentucky Trust Co
100$29.2K0.0%CoreVery LowDanville, KY2026-10-15
Silver Grove Financial Group, Inc.
98$28.7K0.0%CoreMediumOrchard Park, NY2026-11-05
Phillips Financial Management, LLC
95$27.8K0.0%ETFVery LowFort Wayne, IN2026-10-19
Financial Consulate, Inc
89$26.0K0.0%ETFLowHunt Valley, MD2026-10-23
Center for Financial Planning, Inc.
88$25.7K0.0%ETFLowSouthfied, MI2026-10-26
IMG Wealth Management, Inc.
81$23.7K0.0%ETFMediumJacksonville, FL2026-10-27
Foresight Capital Management Advisors, Inc.
81$23.7K0.0%CoreMediumSaline, MI2026-10-27
Balance Wealth Partners LLC
78$22.8K0.0%ETFMediumWorthington, OH2026-10-27
Register Financial Advisors LLC
77$22.5K0.0%GARPLowAtlanta, GA2026-10-23
SYM Financial Corp
74$21.6K0.0%ETFVery LowWinona Lake, IN2026-10-26
Lloyd Advisory Services, Llc.
73$21.4K0.0%ETFVery HighSuwanee, GA2026-11-02
Barnes Dennig Private Wealth Management LLC
69$20.2K0.0%CoreLowCincinnati, OH2026-10-30
Strategic Advocates LLC
67$19.6K0.1%GrowthLowSacramento, CA2026-11-03
Carolina Wealth Advisors, LLC
64$18.7K0.0%YieldHighMyrtle Beach, SC2026-10-23
Physician Wealth Advisors, Inc.
62$18.1K0.0%ETFMediumMidvale, UT2026-10-20
McCarley & Cook Financial Planners
58$16.9K0.0%ETFLowCincinnati, OH2026-10-21
United Financial Planning Group LLC
56$16.3K0.0%ETFHighHauppauge, NY2026-11-04
Independence Bank of Kentucky
55$16.1K0.0%GrowthLowOwensboro, KY2026-10-26
Beacon Investment Advisory Services, Inc.
50$14.6K0.0%GrowthLowMorristown, NJ2026-10-13
Harbor Asset Planning, Inc.
50$14.5K0.0%ETFVery LowBelmont, MA2026-10-23
Allspring Global Investments Holdings, LLC
48$14.3K0.0%CoreMediumCharlotte, NC2026-11-04
Pacific Center for Financial Services
48$14.0K0.0%ETFMediumDanville, CA2026-10-15
Nemes Rush Group LLC
46$13.4K0.0%CoreVery LowNovi, MI2026-11-04
Bay Harbor Wealth Management, LLC
45$13.2K0.0%ETFMediumHunt Valley, MD2026-11-03
Signature Equity Partners, LLC
42$12.4K0.0%GrowthMediumColumbus, OH2026-10-29
Signature Resources Capital Management, LLC
38$11.1K0.0%ETFLowNewport Beach, CA2026-10-16
Dynamic Wealth Strategies, LLC
37$10.8K0.0%ETFLowGranite Bay, CA2026-10-16
Kelleher Financial Advisors
35$10.2K0.0%CoreMediumNew York, NY2026-10-30
Vima LLC
33$9.6K0.0%CoreLowTroy, MI2026-10-23
Maseco LLP
33$9.7K0.0%ETFVery LowLondon, United Kingdom2026-10-27
Atlantic Edge Private Wealth Management, LLC
31$9.1K0.0%CoreLowJacksonville, FL2026-10-20
Thompson Investment Management, Inc.
31$9.1K0.0%ValueMediumMadison, WI2026-10-14
Markowski Investments
30$8.7K0.0%ETFN/ATampa, FL2026-10-30
Wells Financial Advisors Inc
29$8.5K0.1%ETFVery LowFramingham, MA2026-11-02
Advanced Asset Management Advisors Inc
28$8.1K0.0%CoreVery LowDublin, OH2026-10-20
Golden State Wealth Management, LLC
28$8.2K0.0%ETFMediumSanta Ana, CA2026-11-02
MilWealth Group LLC
27$7.9K0.0%ETFVery LowMilwaukee, WI2026-11-02
Ascentis Wealth Management, LLC
25$7.3K0.0%Agg GrowthLowDallas, TX2026-11-03
Eukles Asset Management
24$7.0K0.0%CoreLowCincinnati, OH2026-11-04
Davis Capital Management
20$5.8K0.0%CoreLowJacksonville, FL2026-10-08
Central Pacific Bank - Trust Division
15$4.4K0.0%CoreMediumHonolulu, HI2026-10-06
Nvwm, LLC
15$4.4K0.0%GrowthMediumYardley, PA2026-10-14
Costello Asset Management, Inc
15$4.5K0.0%CoreLowFeasterville, PA2026-10-30
Go Invest LLC
15$4.4K0.0%ETFN/AWest Jordan, UT2026-10-09
First Financial Corp
13$3.8K0.0%CoreVery LowTerre Haute, IN2026-10-13
Heritage Family Offices, LLP
13$3.8K0.0%GrowthHighScottsdale, AZ2026-11-02
GK Wealth Management LLC
13$3.8K0.0%GARPVery HighReno, NV2026-10-09
Salomon & Ludwin, LLC
12$3.5K0.0%ETFVery LowRichmond, VA2026-10-29
Global Trust Asset Management, LLC
10$3.1K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Montgomery Financial Services LLC
10$2.9K0.0%ETFN/AOcean City, MD2026-11-03
Networth Advisors, LLC
9$2.6K0.0%ETFMediumCanonsburg, PA2026-11-03
Planning Strategies Inc.
9$2.6K0.0%ETFN/ALancaster, PA2026-10-02
Bell Investment Advisors, Inc
8$2.3K0.0%ETFVery LowOrinda, CA2026-10-29
Cape Investment Advisory, Inc.
7$2.0K0.0%ETFLowMcdonough, GA2026-10-13
Evolution Wealth Management Inc.
7$2.0K0.0%ETFMediumFort Myers, FL2026-10-28
James T. Borello RIA
7$2.0K0.0%ETFVery LowEast Dundee, IL2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
5$1.5K0.0%GrowthMediumIndianapolis, IN2026-10-14
Aspect Partners, LLC
5$1.5K0.0%ETFMediumFairfax, VA2026-10-20
Avion Wealth
5$10.0%ETFLowThe Woodlands, TX2026-11-04
Investment Research & Advisory Group, Inc.
5$1.5K0.0%GrowthVery LowAtlanta, GA2026-10-19
Kingdom Financial Group Llc.
3$8790.0%ETFMediumPeoria, AZ2026-11-04