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Vanguard Large-Cap ETF (VV)

CUSIP: 922908637 | NYSE | 2433 institutional holders

Quarters

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

Creative Planning11,874,190
2.3% of portfolio›$4.2B
National Mutual Insurance Federation of Agricultural Cooperatives6,543,317
14.7% of portfolio›$2.3B
Johnson Financial Group, LLC3,062,148
54.0% of portfolio›$1.1B
Capital Asset Advisory Services LLC981,570
11.8% of portfolio›$345.5M
Vantagepoint Investment Advisers LLC619,621
1.6% of portfolio›$218.0M
AlphaCore Capital LLC494,276
2.8% of portfolio›$173.9M
James J. Burns & Company, LLC479,815
18.0% of portfolio›$168.8M
Catalyst Capital Advisors LLC451,789
2.6% of portfolio›$159.0M
Mason & Associates, LLC444,490
32.2% of portfolio›$156.4M
Garde Capital, Inc.425,915
8.3% of portfolio›$149.9M
Heartwood Wealth Advisors LLC376,197
10.5% of portfolio›$132.4M
Pittenger & Anderson Inc317,101
4.0% of portfolio›$111.6M
Commonwealth Equity Services, LLC316,922
0.1% of portfolio›$111.5M
MilWealth Group LLC298,652
22.7% of portfolio›$105.1M
Plante Moran Financial Advisors, LLC261,268
4.2% of portfolio›$91.9M
AGF Management LTD253,965
0.4% of portfolio›$89.4M
Trust Point Inc.245,763
6.5% of portfolio›$86.5M
Parallel Advisors, LLC222,651
1.1% of portfolio›$78.3M
Kathmere Capital Management, LLC198,774
3.4% of portfolio›$69.9M
Hurlow Wealth Management Group, Inc.198,185
14.5% of portfolio›$69.7M
Lido Advisors, LLC196,660
0.2% of portfolio›$69.2M
Addis & Hill, Inc187,371
35.5% of portfolio›$64.4M
Financial Planning Navigators Corp183,445
23.5% of portfolio›$64.5M
Badgley Phelps Wealth Managers, LLC165,511
1.0% of portfolio›$58.2M
Juncture Wealth Strategies, LLC161,292
14.5% of portfolio›$56.8M
Acropolis Investment Management, LLC160,893
2.3% of portfolio›$56.6M
Cambridge Investment Research Advisors, Inc.159,993
0.0% of portfolio›$56.3K
Wealth Enhancement Advisory Services, LLC135,777
0.1% of portfolio›$48.2M
Systelligence, LLC133,663
3.9% of portfolio›$23.9M
Koesten, Hirschmann & Crabtree, Inc.123,970
18.2% of portfolio›$43.6M
Signaturefd, LLC116,346
0.5% of portfolio›$40.9M
Truist Financial Corp111,833
0.0% of portfolio›$39.3M
Latigo Investments, LLC108,982
17.1% of portfolio›$38.3M
Sage Financial Group Inc106,081
2.1% of portfolio›$37.3M
Arbor Wealth Management Llc\az97,903
30.8% of portfolio›$34.4M
Abound Wealth Management88,369
5.8% of portfolio›$31.1M
Sfam, LLC87,275
24.7% of portfolio›$30.7M
Nordwand Advisors, LLC86,951
4.9% of portfolio›$30.6M
James Reed Financial Services, Inc.85,192
22.6% of portfolio›$30.0M
Advocate Group LLC78,117
4.3% of portfolio›$27.5M
BlueSky Wealth Advisors, LLC76,524
3.1% of portfolio›$26.9M
Moller Wealth Partners75,710
4.9% of portfolio›$26.6M
St. Louis Trust Co72,608
2.7% of portfolio›$25.5M
Wheelhouse Advisory Group LLC72,280
6.7% of portfolio›$25.4M
Choreo, LLC72,057
0.3% of portfolio›$25.4M
Atria Investments, Inc72,044
0.2% of portfolio›$25.3M
Jnba Financial Advisors70,530
1.9% of portfolio›$24.8M
Verus Financial Partners, Inc.70,427
2.1% of portfolio›$24.8M
Kennicott Capital Management LLC70,064
11.1% of portfolio›$24.7M
MB, Levis & Associates, LLC69,388
9.0% of portfolio›$24.4M
Investors Research Corp68,738
4.3% of portfolio›$24.2M
Pinnacle Associates LTD68,409
0.3% of portfolio›$24.1M
Cullen T Bankers, Inc.67,902
0.2% of portfolio›$23.9M
Arcadia Investment Advisors LLC65,638
9.6% of portfolio›$23.1M
Atmos Advisory, LLC65,130
12.2% of portfolio›$22.9M
Woodard & Co Asset Management Group Inc64,961
3.4% of portfolio›$22.9M
Box Hill Private Wealth LLC64,323
16.5% of portfolio›$22.6M
Wealth Architects, LLC61,760
1.7% of portfolio›$21.7M
First Hawaiian Bank57,457
2.4% of portfolio›$20.2M
Kestra Advisory Services, LLC57,376
0.1% of portfolio›$20.2M
TFC Financial Management, Inc.56,692
2.2% of portfolio›$19.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management55,873
0.3% of portfolio›$19.7M
Farrell Financial LLC55,803
10.5% of portfolio›$19.6M
Kestra Private Wealth Services, LLC54,098
0.2% of portfolio›$19.0M
Idaho Trust Co51,948
5.5% of portfolio›$18.3M
CX Institutional50,574
0.5% of portfolio›$17.8K
Horizons Wealth Management49,911
11.0% of portfolio›$17.6M
Intergy Private Wealth, LLC49,804
3.9% of portfolio›$17.5M
Blueprint Investment Partners LLC49,477
1.4% of portfolio›$17.4M
Blueprint Financial Advisors LLC49,421
1.9% of portfolio›$17.4M
Integris Wealth Management, LLC49,181
3.3% of portfolio›$17.3M
Chatham Capital Group, Inc.49,066
2.2% of portfolio›$17.3M
Founders Grove Wealth Partners, LLC48,115
3.3% of portfolio›$16.9M
Plancorp, LLC47,115
0.4% of portfolio›$16.4M
Biltmore Family Office, LLC46,865
2.2% of portfolio›$16.5M
Capital Advisors, Ltd. LLC46,452
0.0% of portfolio›$16.3K
D.A. Davidson & Co.46,153
0.1% of portfolio›$16.2M
Farther Finance Advisors, LLC46,101
0.1% of portfolio›$16.2M
Total Investment Management Inc46,054
1.6% of portfolio›$16.2M
Amtrust Financial Services, Inc.45,800
4.7% of portfolio›$16.1M
Procyon Advisors, LLC45,127
0.7% of portfolio›$15.9M
Assetmark, Inc44,845
0.0% of portfolio›$15.8M
Keybank National Association43,189
0.0% of portfolio›$15.2M
Brighton Jones LLC43,129
0.3% of portfolio›$15.2M
Fusion Family Wealth, LLC42,464
1.0% of portfolio›$14.9M
Fairway Wealth LLC41,183
3.1% of portfolio›$14.5M
Capital Planning LLC40,483
3.8% of portfolio›$14.2M
Wedmont Private Capital39,825
0.3% of portfolio›$14.2M
Citizens Financial Group Inc39,525
0.2% of portfolio›$13.9M
TCI Wealth Advisors, Inc.39,337
0.6% of portfolio›$13.8M
Black Diamond Financial, LLC39,009
1.2% of portfolio›$13.7M
Venture Visionary Partners LLC38,974
0.4% of portfolio›$13.7M
Leeward Financial Partners, LLC38,795
3.5% of portfolio›$13.7M
Tarbox Family Office, Inc.38,385
1.9% of portfolio›$13.5M
TD Private Client Wealth LLC37,897
0.2% of portfolio›$13.3M
Gibraltar Capital Management, Inc.37,555
2.0% of portfolio›$13.2M
Blackston Financial Advisory Group, LLC36,852
7.2% of portfolio›$13.0M
City Holding Co36,804
1.4% of portfolio›$12.9M
Cranbrook Wealth Management, LLC36,056
2.4% of portfolio›$12.7M
Bank of New York Mellon Corp35,501
0.0% of portfolio›$12.5M
HB Wealth Management, LLC35,298
0.1% of portfolio›$12.4M
Gibson Capital, LLC35,064
2.1% of portfolio›$12.3M
Patriot Investment Management Group, Inc.34,962
0.7% of portfolio›$12.3M
Integrated Advisors Network LLC34,209
0.6% of portfolio›$12.0M
Northeast Investment Management32,990
0.4% of portfolio›$11.6M
SC&H Financial Advisors, Inc.32,365
1.6% of portfolio›$11.4M
Carlton Hofferkamp & Jenks Wealth Management, LLC32,277
3.6% of portfolio›$11.4M
Ledyard National Bank31,783
0.9% of portfolio›$11.2M
Blue Trust, Inc.31,653
0.1% of portfolio›$11.1M
Apella Capital, LLC31,590
0.1% of portfolio›$11.3M
Downshift Financial, LLC31,311
4.7% of portfolio›$11.0M
Quadrant Capital Group LLC30,516
0.3% of portfolio›$10.9M
Ironwood Financial, llc30,135
1.6% of portfolio›$10.6M
Armbruster Capital Management, Inc.28,728
1.5% of portfolio›$10.1M
Valeo Financial Advisors, LLC28,362
0.2% of portfolio›$10.0M
Councilor Wealth, LLC28,148
4.1% of portfolio›$9.9M
BIP Wealth, LLC28,118
0.3% of portfolio›$9.9M
BLB&B Advisors, LLC27,826
0.4% of portfolio›$9.8M
Daymark Wealth Partners, LLC27,538
0.2% of portfolio›$9.7M
Redwood Family Wealth LLC27,372
8.5% of portfolio›$9.6M
1900 Wealth Management LLC27,329
0.5% of portfolio›$9.6M
Balentine LLC26,334
0.3% of portfolio›$9.3M
Obsidian CIO, LLC26,116
6.4% of portfolio›$9.2M
Sherry Group, Inc.25,942
8.6% of portfolio›$9.1M
Vise Technologies, Inc.25,115
0.1% of portfolio›$8.8M
Soundwatch Capital LLC24,992
1.0% of portfolio›$8.9M
Orin Green Financial, LLC24,948
3.3% of portfolio›$8.8M
Glenview Trust Co24,780
0.1% of portfolio›$8.7M
Park Avenue Securities LLC24,763
0.0% of portfolio›$8.7K
Flagship Harbor Advisors, LLC24,055
0.3% of portfolio›$8.5M
Strategic Equity Management23,903
7.3% of portfolio›$8.4M
Gradient Capital Advisors, LLC23,773
1.9% of portfolio›$8.4M
Studio Investment Management LLC23,029
1.4% of portfolio›$8.1M
Kendall Capital Management22,069
1.3% of portfolio›$7.8M
Pinnacle Wealth Management Advisory Group, LLC21,991
0.5% of portfolio›$7.7M
Kohmann Bosshard Financial Services, LLC21,471
0.6% of portfolio›$7.6M
Beacon Capital Management, LLC21,455
1.1% of portfolio›$7.5M
Marietta Wealth Management, LLC21,329
0.8% of portfolio›$7.6M
Human Investing LLC21,276
1.0% of portfolio›$7.5M
Modera Wealth Management, LLC20,624
0.1% of portfolio›$7.3M
Kingswood Wealth Advisors, LLC20,101
0.3% of portfolio›$7.1M
Oppenheimer & Co Inc20,097
0.1% of portfolio›$7.1M
Pioneer Wealth Management Group19,340
1.6% of portfolio›$6.8M
Brooklyn FI, LLC18,962
1.0% of portfolio›$6.7M
Aspiriant, LLC18,917
0.2% of portfolio›$6.7M
AMG National Trust Bank18,487
0.1% of portfolio›$6.5M
Lodestar Private Asset Management LLC18,206
0.6% of portfolio›$6.4M
Ifrah Financial Services, Inc.18,124
1.6% of portfolio›$6.4M
Avior Wealth Management, LLC17,308
0.2% of portfolio›$6.1M
Mission Wealth Management, LP17,259
0.1% of portfolio›$6.1M
Mather Group, Llc.16,987
0.1% of portfolio›$6.0M
Retireful, LLC16,819
5.1% of portfolio›$5.9M
Vontobel Holding Ltd.16,745
0.0% of portfolio›$5.9M
Sendero Wealth Management, LLC16,658
0.6% of portfolio›$5.9M
Citigroup Inc16,640
0.0% of portfolio›$5.9M
Infinity Wealth Counsel, LLC16,392
4.7% of portfolio›$5.8M
Warwick Investment Management, Inc.16,352
0.7% of portfolio›$5.8M
PDS Planning, Inc16,335
0.3% of portfolio›$5.7M
Transcendent Capital Group LLC16,142
2.3% of portfolio›$5.7M
SAX Wealth Advisors, LLC16,126
0.2% of portfolio›$5.7M
Objective Capital Management, LLC16,051
5.1% of portfolio›$5.6M
Concurrent Investment Advisors, LLC15,778
0.0% of portfolio›$5.6M
JIM Saulnier & Associates, LLC15,691
2.1% of portfolio›$5.5M
Soltis Investment Advisors LLC14,910
0.2% of portfolio›$5.2M
Washington Trust Co14,896
0.2% of portfolio›$5.2M
McAdam, LLC14,534
0.2% of portfolio›$5.1M
TD Waterhouse Canada Inc.14,291
0.0% of portfolio›$5.1M
WBH Advisory Inc14,024
0.3% of portfolio›$4.9M
L.K. Benson & Company, P.C.13,536
1.4% of portfolio›$4.8M
Greenspring Advisors, LLC13,522
0.2% of portfolio›$4.8M
Simon Quick Advisors, LLC13,366
0.2% of portfolio›$4.7M
RCW Management, LLC13,249
4.2% of portfolio›$4.7M
Gainplan LLC13,198
1.8% of portfolio›$4.6M
SoundView Advisors Inc.13,010
0.0% of portfolio›$4.6K
Trust Co12,545
0.4% of portfolio›$4.4M
Watershed Private Wealth LLC12,506
1.2% of portfolio›$4.4M
SigFig Wealth Management, LLC12,388
0.1% of portfolio›$4.4M
First Community Trust NA12,384
1.5% of portfolio›$4.4M
Royal Fund Management, LLC12,383
0.3% of portfolio›$4.4M
Ascentis Independent Advisors12,310
0.3% of portfolio›$4.3M
Capital Squared Financial LLC12,134
2.7% of portfolio›$4.3M
SWP Financial LLC12,103
2.0% of portfolio›$4.3M
Financial Insights, Inc.12,085
1.1% of portfolio›$4.3M
Beaumont Financial Advisors, LLC12,070
0.3% of portfolio›$4.2M
PCA Investment Advisory Services Inc.12,066
1.2% of portfolio›$4.2M
Sapient Capital LLC11,813
0.1% of portfolio›$4.2M
Wilmington Savings Fund Society, FSB11,662
0.1% of portfolio›$4.1M
FC Advisory LLC11,479
1.1% of portfolio›$4.0M
ARK & TLK Investments, LLC11,221
0.9% of portfolio›$3.9M
Phillips Financial Management, LLC11,217
0.3% of portfolio›$3.9M
Evanson Financial, LLC11,148
0.2% of portfolio›$3.9M
Atticus Wealth Management, LLC11,087
0.9% of portfolio›$3.9M
Fortem Financial Group, LLC11,081
0.8% of portfolio›$3.9M
Sheets Smith Wealth Management11,019
0.4% of portfolio›$3.9M
Parsons Capital Management Inc10,919
0.2% of portfolio›$3.8M
Obermeyer Wealth Partners10,670
0.1% of portfolio›$3.8M
Ashton Thomas Private Wealth, LLC10,190
0.1% of portfolio›$3.6M
Northstar Asset Management Co10,180
0.7% of portfolio›$3.6M
Krilogy Financial LLC10,091
0.1% of portfolio›$3.6M
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies9,950
2.7% of portfolio›$3.5M
Thrivent Financial for Lutherans9,942
0.0% of portfolio›$3.5K
Glass Jacobson Investment Advisors llc9,853
1.1% of portfolio›$3.5M
Financial Planning Fort Collins, LLC9,816
2.5% of portfolio›$3.5M
Flower City Capital9,815
1.5% of portfolio›$3.5M
Prospera Financial Services Inc9,772
0.0% of portfolio›$3.4M
William Mack & Associates, Inc.9,734
1.1% of portfolio›$3.4M
MLG Wealth Management DBA Pine Grove Financial Group9,710
0.3% of portfolio›$3.4M
Founders Financial Securities LLC9,412
0.2% of portfolio›$3.3M
Briggs Wealth Management, Inc9,272
2.9% of portfolio›$3.3M
Sculati Wealth Management, LLC9,131
1.1% of portfolio›$3.3M
Wiser Wealth Management, Inc9,095
0.6% of portfolio›$3.2M
McClarren Financial Advisors, Inc.9,011
1.6% of portfolio›$3.2M
Fortitude Advisory Group L.L.C.8,942
1.2% of portfolio›$3.1M
YHB Investment Advisors, Inc.8,873
0.2% of portfolio›$3.1M
Franklin, Parlapiano, Turner & Welch, LLC8,770
0.7% of portfolio›$3.1M
Charles Schwab Trust Co8,739
0.2% of portfolio›$3.1M
Independent Financial Group, LLC8,639
0.1% of portfolio›$3.0M
Blankinship & Foster, LLC8,547
0.6% of portfolio›$3.0M
Hartmann Taylor Wealth Management, LLC8,457
1.7% of portfolio›$3.0M
Pinnacle Financial Group, LLC / IL8,025
0.7% of portfolio›$2.8M
Uptick Partners, LLC7,814
0.4% of portfolio›$2.7M
Stone Summit Wealth LLC7,704
0.7% of portfolio›$2.7M
Boston Trust Walden Corp7,645
0.0% of portfolio›$2.7M
Bluestem Financial Advisors, LLC7,590
0.9% of portfolio›$2.7M
Retirement Planning Group, LLC7,417
0.1% of portfolio›$2.6M
Lanark Financial, Inc.7,410
0.2% of portfolio›$2.6M
Argos Wealth Advisors, LLC7,275
0.7% of portfolio›$2.6M
Howard Wealth Management, LLC7,232
0.9% of portfolio›$2.5M
Sage Mountain Advisors LLC7,196
0.1% of portfolio›$2.5M
Tabr Capital Management, LLC7,074
1.8% of portfolio›$2.5M
S.A. Mason LLC6,916
0.7% of portfolio›$2.4M
Cassaday & Co Wealth Management LLC6,801
0.0% of portfolio›$2.4M
Seamount Financial Group Inc6,790
0.9% of portfolio›$2.4M
Market Street Wealth Management Advisors LLC6,757
0.3% of portfolio›$2.4M
Scott & Selber, Inc.6,717
0.5% of portfolio›$2.4M
Great Point Wealth Advisors, LLC6,604
0.4% of portfolio›$2.3M
Balboa Wealth Partners6,596
0.3% of portfolio›$2.3M
FSM Wealth Advisors, LLC6,520
0.2% of portfolio›$2.3M
Legacy Advisors, LLC6,503
0.2% of portfolio›$2.3M
Cantor Fitzgerald Investment Advisors L.P.6,490
0.1% of portfolio›$2.3M
Bell Investment Advisors, Inc6,471
0.3% of portfolio›$2.3M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors6,429
0.1% of portfolio›$2.3M
Legacy Private Trust Co.6,264
0.1% of portfolio›$2.2M
Davidson Trust Co6,256
0.9% of portfolio›$2.2M
Mustard Seed Financial, LLC6,185
1.1% of portfolio›$2.2M
AdvisorNet Financial, Inc6,087
0.1% of portfolio›$2.2M
RTD Financial Advisors, Inc.6,025
0.2% of portfolio›$2.1M
Asempa Wealth Advisors5,949
1.6% of portfolio›$2.1M
Simplicity Wealth,LLC5,910
0.1% of portfolio›$2.1M
DBK Financial Counsel, LLC5,908
1.7% of portfolio›$2.1M
Orser Capital Management, LLC5,818
1.2% of portfolio›$2.0M
Mystic Asset Management, Inc.5,797
0.5% of portfolio›$2.0M
Center for Financial Planning, Inc.5,780
0.2% of portfolio›$2.0M
Davenport & Co LLC5,766
0.0% of portfolio›$2.0M
Brown, Lisle Ings, Inc.5,755
0.4% of portfolio›$2.0M
General Partner, Inc.5,700
1.1% of portfolio›$2.0M
Secure Asset Management, LLC5,696
0.3% of portfolio›$2.0M
Harbor Asset Planning, Inc.5,659
1.5% of portfolio›$2.0M
Waldron Private Wealth LLC5,624
0.1% of portfolio›$2.0M
B. Riley Wealth Advisors, Inc.5,616
0.1% of portfolio›$2.0M
Diversify Wealth Management, LLC5,592
0.0% of portfolio›$2.0M
Diversify Advisory Services, LLC5,592
0.0% of portfolio›$2.0M
Moneywise, Inc.5,583
1.9% of portfolio›$2.0M
Capital Management Associates, Inc5,581
0.4% of portfolio›$2.0M
Greenleaf Trust5,553
0.0% of portfolio›$2.0M
Maseco LLP5,547
0.1% of portfolio›$2.0M
Cahaba Wealth Management, Inc.5,467
0.1% of portfolio›$1.9M
Dahring | Cusmano LLC5,458
0.9% of portfolio›$1.9M
Chicago Partners Investment Group LLC5,454
0.0% of portfolio›$1.9M
Rebalance, LLC5,449
0.1% of portfolio›$1.9M
Forum Financial Management, LP5,417
0.0% of portfolio›$1.9M
CFS Investment Advisory Services, LLC5,409
0.1% of portfolio›$1.9M
True North Advisors, LLC5,399
0.1% of portfolio›$1.9M
Private Management Group Inc5,396
0.1% of portfolio›$1.9M
Larson Financial Group LLC5,384
0.0% of portfolio›$1.9M
SeaCrest Wealth Management, LLC5,369
0.2% of portfolio›$1.9M
Olistico Wealth, LLC5,349
0.8% of portfolio›$1.9M
Versant Capital Management, Inc5,295
0.2% of portfolio›$1.9M
Midwest Trust Co5,294
0.0% of portfolio›$1.9M
Forvis Mazars Wealth Advisors, LLC5,217
0.0% of portfolio›$1.8M
Wealthcare Advisory Partners LLC5,209
0.0% of portfolio›$1.8M
Prairie Advisory, LLC5,104
0.2% of portfolio›$1.8M
Avidian Wealth Enterprises, LLC5,097
0.1% of portfolio›$1.8M
Sloy Dahl & Holst, LLC5,067
0.3% of portfolio›$1.8M
Annex Advisory Services, LLC5,015
0.0% of portfolio›$1.8M
Physician Wealth Advisors, Inc.4,965
0.2% of portfolio›$1.7M
GSG Advisors LLC4,952
0.4% of portfolio›$1.7M
Calder Financial LLC4,886
1.6% of portfolio›$1.7M
Lodestone Wealth Management LLC4,874
0.6% of portfolio›$1.7M
Eagle Strategies LLC4,859
0.2% of portfolio›$1.7M
MGO One Seven LLC4,852
0.0% of portfolio›$1.7M
Manuka Financial, LLC4,837
0.8% of portfolio›$1.7M
Tsfg, LLC4,828
0.0% of portfolio›$1.7K
Gill Capital Partners, LLC4,765
0.5% of portfolio›$1.7M
EnRich Financial Partners LLC4,712
0.4% of portfolio›$1.7M
Pathway Financial Advisors LLC4,651
0.2% of portfolio›$1.6M
Capital Investment Advisors, LLC4,641
0.0% of portfolio›$1.6M
Key FInancial Inc4,641
0.3% of portfolio›$1.6M
Perigon Wealth Management, LLC4,638
0.0% of portfolio›$1.6M
Bokf, NA4,613
0.0% of portfolio›$1.6M
Advocate Investing Services LLC4,600
1.3% of portfolio›$1.6M
Summit Wealth Group LLC / Co4,580
0.1% of portfolio›$1.6M
CWA Asset Management Group, LLC4,572
0.0% of portfolio›$1.6M
Nicholas Hoffman & Company, Llc.4,538
0.0% of portfolio›$1.6M
Barrett & Company, Inc.4,525
0.1% of portfolio›$364.2K
Lloyd Advisory Services, Llc.4,466
0.6% of portfolio›$1.6M
MontVue Capital Management, Inc.4,407
0.9% of portfolio›$1.6M
Appleton Partners Inc4,403
0.0% of portfolio›$1.5K
Anchor Capital Advisors LLC4,361
0.0% of portfolio›$1.5M
Destiny Wealth Partners, LLC4,348
0.2% of portfolio›$1.5M
Sagespring Wealth Partners, LLC4,340
0.0% of portfolio›$1.5M
Bernardo Wealth Planning LLC4,320
0.1% of portfolio›$1.5M
Robertson Stephens Wealth Management, LLC4,310
0.0% of portfolio›$1.5M
Merited Wealth, LLC4,287
1.0% of portfolio›$1.5M
Wedbush Securities Inc4,281
0.0% of portfolio›$1.5K
Ted Buchan & Co4,203
0.5% of portfolio›$1.5M
West Wealth Group, LLC4,185
0.2% of portfolio›$1.5M
Berkshire Money Management, Inc.4,161
0.1% of portfolio›$1.5M
Sigma Planning Corp3,999
0.0% of portfolio›$1.4M
LEE Danner & Bass Inc3,985
0.1% of portfolio›$1.4M
David J Yvars Group3,845
0.6% of portfolio›$1.4M
Fiduciary Advisors, Inc.3,807
0.9% of portfolio›$1.3M
Seven Post Investment Office LP3,800
0.4% of portfolio›$1.3M
Tenzing Financial LLC3,771
0.9% of portfolio›$1.3M
Aspen Wealth Management LLC3,754
0.2% of portfolio›$1.3M
Madrid Wealth Management, LLC3,717
0.8% of portfolio›$1.3M
StoneX Group Inc.3,703
0.0% of portfolio›$1.3M
Entrewealth, LLC3,694
0.5% of portfolio›$1.3M
Abacus Planning Group, Inc.3,667
0.2% of portfolio›$1.3M
Valley Forge Investment Consultants Inc ADV3,637
0.3% of portfolio›$1.3M
Life Planning Partners, Inc3,565
1.0% of portfolio›$1.3M
Quadcap Wealth Management, LLC3,529
0.1% of portfolio›$1.2M
Tranquility Partners, LLC3,523
0.4% of portfolio›$1.2M
Stevens Capital Partners3,507
0.2% of portfolio›$1.2M
High Net Worth Advisory Group LLC3,504
0.3% of portfolio›$1.2M
Johnson Bixby & Associates, LLC3,501
0.1% of portfolio›$1.2M
Laurel OAK Wealth Management, LLC3,466
0.2% of portfolio›$1.2M
Fairman Group, LLC3,445
0.9% of portfolio›$1.2M
Morton Capital Management LLC3,445
0.1% of portfolio›$1.2M
Oakworth Capital, Inc.3,435
0.1% of portfolio›$1.2M
Cypress Wealth Services, LLC3,427
0.1% of portfolio›$1.2M
Interchange Capital Partners, LLC3,422
0.2% of portfolio›$1.2M
KW Wealth Management LLC3,402
0.9% of portfolio›$1.2M
Meridian Wealth Management, LLC3,335
0.0% of portfolio›$1.2M
Essex Bank3,332
0.2% of portfolio›$1.2M
WealthPlan Investment Management, LLC3,326
0.1% of portfolio›$1.2M
Spire Wealth Management3,304
0.0% of portfolio›$1.2M
WealthTrust Asset Management, LLC3,300
0.6% of portfolio›$1.2M
Journey Beyond Wealth, LLC3,292
0.9% of portfolio›$1.2M
RHS Financial, LLC3,255
0.4% of portfolio›$1.1M
Pachira Investments Inc.3,243
0.4% of portfolio›$1.1M
Golden Bell Financial Planning LLC3,196
0.8% of portfolio›$1.1M
Primoris Wealth Advisors, LLC3,153
0.5% of portfolio›$1.1M
Silverlake Wealth Management LLC3,120
0.2% of portfolio›$1.1M
Verdence Capital Advisors LLC3,103
0.0% of portfolio›$1.1M
Atwater Malick LLC3,098
0.2% of portfolio›$1.1M
Moisand Fitzgerald Tamayo, LLC3,093
0.1% of portfolio›$1.1M
Focus Financial Network, Inc.3,079
0.0% of portfolio›$1.1M
Rodgers & Associates, LTD3,067
0.1% of portfolio›$1.1M
Evergreen Capital Management LLC3,043
0.0% of portfolio›$1.1M
Canvas Wealth Advisors, LLC3,004
0.1% of portfolio›$1.1M
Elwood & Goetz Wealth Advisory Group, LLC2,989
0.1% of portfolio›$1.1M
Sowell Financial Services LLC2,978
0.0% of portfolio›$1.0M
Ferguson Wellman Capital Management, Inc2,958
0.0% of portfolio›$1.0M
Grandfield & Dodd, LLC2,955
0.1% of portfolio›$1.0M
Breakwater Investment Management2,939
0.3% of portfolio›$1.0M
Carnegie Investment Counsel2,922
0.0% of portfolio›$1.0M
Trust Co of Vermont2,920
0.0% of portfolio›$1.0M
GEN Financial Management, Inc.2,904
0.6% of portfolio›$1.0M
Breakwater Capital Group2,876
0.1% of portfolio›$1.0M
Old Mission Investment Co LLC2,868
0.2% of portfolio›$1.0M
Acorn Financial Advisory Services Inc2,857
0.1% of portfolio›$1.0M
Clarity Capital Advisors, LLC2,852
0.4% of portfolio›$1.0M
Equity Wealth Partners, LLC2,840
0.3% of portfolio›$999.4K
Traphagen Investment Advisors LLC2,834
0.1% of portfolio›$997.2K
Quartz Partners, LLC2,813
0.3% of portfolio›$989.8K
Values Added Financial LLC2,801
0.3% of portfolio›$985.5K
RCS Financial Planning, LLC2,781
0.5% of portfolio›$978.5K
Opus Capital Group, LLC2,764
0.0% of portfolio›$973
Dynamic Advisor Solutions LLC2,757
0.0% of portfolio›$970.2K
Root Financial Partners, LLC2,735
0.0% of portfolio›$962.2K
CGC Financial Services, LLC2,731
0.2% of portfolio›$960.9K
Fee-Only Financial Planning, L.C.2,705
0.5% of portfolio›$951.7K
Compass Ion Advisors, LLC2,695
0.1% of portfolio›$948.2K
Bailard, Inc.2,648
0.0% of portfolio›$931.7K
Goldstein Advisors, LLC2,638
0.1% of portfolio›$928.2K
City State Bank2,630
0.2% of portfolio›$925.4K
Rockwood Wealth Management, LLC2,610
0.1% of portfolio›$918.5K
Grandview Asset Management LLC2,608
0.3% of portfolio›$917.8K
Apollon Financial, LLC2,563
0.1% of portfolio›$901.8K
Arista Wealth Management, LLC2,546
0.1% of portfolio›$895.8K
Clearview Wealth Management LLC2,519
0.7% of portfolio›$903.8K
RDA Financial Network2,511
0.2% of portfolio›$883.6K
Signature Estate & Investment Advisors LLC2,502
0.0% of portfolio›$880.2K
Sovran Advisors, LLC2,485
0.1% of portfolio›$881.5K
Embree Financial Group2,456
0.1% of portfolio›$864.3K
Lpwm LLC2,454
0.2% of portfolio›$863.4K
Facet Wealth, Inc.2,450
0.0% of portfolio›$862.1K
Walkner Condon Financial Advisors LLC2,437
0.1% of portfolio›$857.5K
Apollon Wealth Management, LLC2,433
0.0% of portfolio›$856.0K
Wealth Enhancement Trust Services, Inc.2,431
0.1% of portfolio›$855.3K
Define Financial, LLC2,421
0.4% of portfolio›$851.9K
XY Planning Network, Inc.2,418
0.1% of portfolio›$850.8K
Fullerton Advisors, LLC2,414
0.8% of portfolio›$849.4K
CGN Advisors LLC2,410
0.1% of portfolio›$848.0K
Riversedge Advisors, LLC2,405
0.1% of portfolio›$846.1K
Foster Group, Inc.2,405
0.0% of portfolio›$846.3K
MBM Wealth Consultants, LLC2,395
0.2% of portfolio›$842.7K
Bay Capital Advisors, LLC2,358
0.4% of portfolio›$829.5K
Gateway Investment Advisers LLC2,356
0.0% of portfolio›$829.0K
United Asset Strategies, Inc.2,356
0.1% of portfolio›$828.9K
Rockland Trust Co2,355
0.0% of portfolio›$828.6K
Grimes & Co Wealth Management, LLC2,350
0.0% of portfolio›$826.9K
Triad Wealth Partners, LLC2,349
0.0% of portfolio›$826.6K
Salomon & Ludwin, LLC2,325
0.1% of portfolio›$818.1K
Beacon Financial Strategies Corp2,289
0.4% of portfolio›$805.4K
Essex LLC2,281
0.1% of portfolio›$802.6K
Old National Bancorp2,280
0.0% of portfolio›$802.2K
Keystone Wealth Services, LLC2,280
0.1% of portfolio›$803.2K
RFG Advisory, LLC2,252
0.0% of portfolio›$792.5K
Associated Banc-Corp2,244
0.0% of portfolio›$789.6K
AWM Capital, LLC2,224
0.1% of portfolio›$782.5K
BetterWealth, LLC2,208
0.1% of portfolio›$776.8K
Amicus Financial Advisors, LLC2,197
0.2% of portfolio›$773.1K
Norden Group LLC2,183
0.1% of portfolio›$768.1K
71 West Capital Partners2,180
0.0% of portfolio›$767.0K
FF Advisors,LLC2,169
0.3% of portfolio›$763.2K
Cypress Capital Group2,155
0.1% of portfolio›$758.2K
Western Financial Corp2,146
0.3% of portfolio›$755.1K
New England Private Wealth Advisors LLC2,139
0.1% of portfolio›$752.7K
Cathy Pareto & Associates, Inc2,134
0.4% of portfolio›$751.0K
Rinkey Investments2,110
0.2% of portfolio›$742.4K
Winthrop Advisory Group LLC2,094
0.0% of portfolio›$736.9K
Rezny Wealth Management, Inc.2,087
0.1% of portfolio›$734.3K
CPC Advisors, LLC2,079
0.1% of portfolio›$731.5K
Portland Financial Advisors Inc2,071
1.3% of portfolio›$728.7K
Ballast Financial Advisors LLC2,060
0.7% of portfolio›$724.9K
Relyea Zuckerberg Hanson LLC2,058
0.1% of portfolio›$724.0K
Brookstone Capital Management2,046
0.0% of portfolio›$719.8K
Signal Advisors Wealth, LLC2,044
0.0% of portfolio›$719.3K
Envision Financial LLC2,003
0.3% of portfolio›$704.9K
Karnit Road Accident Victims Compensation Fund1,950
0.4% of portfolio›$686.1K
Bensler, LLC1,948
0.1% of portfolio›$685.4K
Mesirow Financial Investment Management, Inc.1,942
0.0% of portfolio›$683.4K
Advantage Trust Co1,930
0.2% of portfolio›$679.1K
SMI Advisory Services, LLC1,919
0.1% of portfolio›$689.3K
Slow Capital, Inc.1,902
0.1% of portfolio›$669.2K
Certuity, LLC1,897
0.0% of portfolio›$667.5K
Burk Holdings LLC1,877
0.2% of portfolio›$660.4K
Heritage Family Offices, LLP1,855
0.2% of portfolio›$652.7K
Waters Parkerson & Co., LLC1,844
0.0% of portfolio›$648.7K
IFG Advisors, LLC1,826
0.1% of portfolio›$642.5K
PUREfi Wealth, LLC1,807
0.3% of portfolio›$635.8K
Hazlett, Burt & Watson, Inc.1,804
0.0% of portfolio›$638
Eastern Bank1,780
0.0% of portfolio›$626.3K
Aletheian Wealth Advisors LLC1,771
0.3% of portfolio›$623.1K
CoreCap Advisors, LLC1,765
0.0% of portfolio›$621.2K
Cherry Tree Wealth Management, LLC1,763
0.1% of portfolio›$620.3K
Junk Investment Group, LLC1,763
0.3% of portfolio›$620.3K
Flagship Wealth Advisors, LLC1,753
0.1% of portfolio›$616.8K
Weaver Consulting Group1,742
0.1% of portfolio›$612.9K
Private Trust Co NA1,688
0.0% of portfolio›$593.9K
LongView Wealth Management1,677
0.1% of portfolio›$590.1K
Stenger Family Office, LLC1,673
0.1% of portfolio›$600.3K
ETF Store, Inc.1,670
0.5% of portfolio›$587.5K
Retirement Planning Co of New England, Inc.1,654
0.2% of portfolio›$581.8K
IFC & Insurance Marketing, Inc.1,613
0.5% of portfolio›$567.6K
Moss Adams Wealth Advisors LLC1,613
0.0% of portfolio›$567.5K
Mitchell Capital Management Co1,595
0.1% of portfolio›$561.2K
Strategic Blueprint, LLC1,590
0.0% of portfolio›$559.4K
True Link Financial Advisors, LLC1,583
0.0% of portfolio›$557.0K
PKS Advisory Services, LLC1,579
0.1% of portfolio›$542.9K
M.E. Allison & Co., Inc.1,578
0.3% of portfolio›$555.1K
Highland Capital Management, LLC1,560
0.0% of portfolio›$548.9K
Yoder Wealth Management, Inc.1,555
0.2% of portfolio›$547.1K
GreatBanc Trust Co1,538
0.3% of portfolio›$541.1K
Pinnacle Wealth Planning Services, Inc.1,537
0.1% of portfolio›$540.7K
White Lighthouse Investment Management Inc.1,535
0.1% of portfolio›$540.0K
First Financial Bank - Trust Division1,529
0.0% of portfolio›$538.0K
Index Fund Advisors, Inc.1,495
0.0% of portfolio›$525.9K
Gerber Kawasaki Wealth & Investment Management1,495
0.0% of portfolio›$526.2K
Indivisible Partners1,494
0.0% of portfolio›$525.7K
Legacy Financial Group, Inc.1,493
0.1% of portfolio›$525.3K
Oak Harvest Investment Services1,485
0.0% of portfolio›$522.5K
Delta Financial Advisors LLC1,484
0.1% of portfolio›$522.2K
Stanley-Laman Group, Ltd.1,469
0.1% of portfolio›$517.0K
Woodward Financial Advisors, Inc.1,465
0.2% of portfolio›$515.5K
Verus Capital Partners, LLC1,449
0.0% of portfolio›$509.9K
Hudson Oak Wealth Advisory LLC1,446
0.4% of portfolio›$508.8K
Beacon Wealthcare LLC1,445
0.2% of portfolio›$508.4K
Abacus Wealth Partners, LLC1,443
0.1% of portfolio›$507.7K
Indiana Trust & Investment Management Co1,441
0.1% of portfolio›$507.0K
Gradient Investments LLC1,436
0.0% of portfolio›$505.3K
Financial Futures Ltd Liability Co.1,425
0.2% of portfolio›$501.3K
Claro Advisors Inc.1,412
0.0% of portfolio›$496.8K
Archvest Wealth Advisors, Inc.1,409
0.2% of portfolio›$495.6K
Factor Wealth Management LTD1,404
0.1% of portfolio›$494.2K
Graves Light Lenhart Wealth, Inc.1,395
0.0% of portfolio›$490.7K
My Personal CFO, LLC1,391
0.2% of portfolio›$489.3K
Acima Private Wealth, LLC1,380
0.1% of portfolio›$485.6K
Redwood Financial Network Corp1,363
0.3% of portfolio›$479.6K
Oak Asset Management, LLC1,361
0.2% of portfolio›$478.9K
HUB Investment Partners, LLC1,347
0.0% of portfolio›$473.8K
Quadrant Private Wealth Management, LLC1,345
0.1% of portfolio›$473.2K
Y-Intercept (Hong Kong) Ltd1,330
0.0% of portfolio›$468.0K
Asset Dedication, LLC1,322
0.0% of portfolio›$465.0K
First Heartland Consultants, Inc.1,318
0.0% of portfolio›$463.7K
Beese Fulmer Investment Management, Inc.1,317
0.0% of portfolio›$463.4K
BKM Wealth Management, LLC1,313
0.1% of portfolio›$462.0K
Principle Wealth Partners LLC1,310
0.0% of portfolio›$461.1K
Prime Capital Investment Advisors, LLC1,307
0.0% of portfolio›$459.9K
Trust Co of the South1,298
0.1% of portfolio›$456.7K
Creative Financial Designs Inc1,293
0.0% of portfolio›$454.9K
Wedgewood Investors Inc1,287
0.5% of portfolio›$452.8K
Griffith & Werner, Inc.1,279
0.2% of portfolio›$450.0K
Tanager Wealth Management LLP1,255
0.0% of portfolio›$441.6K
Greenwood Capital Associates LLC1,250
0.0% of portfolio›$439.8K
Crescent Grove Advisors, LLC1,246
0.0% of portfolio›$438.4K
Fifth Third Wealth Advisors LLC1,230
0.0% of portfolio›$432.6K
KFA Private Wealth Group, LLC1,221
0.1% of portfolio›$429.6K
Barlow Wealth Partners, LLC1,220
0.0% of portfolio›$438.7K
SkyOak Wealth, LLC1,217
0.1% of portfolio›$428.2K
Wealth Dimensions Group, Ltd.1,214
0.1% of portfolio›$427.1K
BridgePort Financial Solutions, LLC1,212
0.1% of portfolio›$426.4K
Global Wealth Strategies & Associates1,209
0.1% of portfolio›$425.4K
MassMutual Private Wealth & Trust, FSB1,209
0.0% of portfolio›$425.4K
Ironsides Asset Advisors, LLC1,200
0.1% of portfolio›$422.2K
Courage Miller Partners, LLC1,187
0.1% of portfolio›$417.6K
Carret Asset Management, LLC1,179
0.0% of portfolio›$414.8K
Detalus Advisors, LLC1,179
0.1% of portfolio›$414.8K
Stone Loft Wealth Management LLC1,171
0.2% of portfolio›$411.9K
Goelzer Investment Management, Inc.1,162
0.0% of portfolio›$408.9K
Peterson Wealth Advisors, LLC1,154
0.0% of portfolio›$406.1K
Droms Strauss Advisors Inc1,150
0.1% of portfolio›$404.6K
Revolve Wealth Partners, LLC1,140
0.0% of portfolio›$401.0K
Regions Financial Corp1,133
0.0% of portfolio›$398.6K
Integrity Alliance, Llc.1,127
0.0% of portfolio›$396.6K
Ares Financial Consulting, LLC1,125
0.3% of portfolio›$395.8K
Magnus Financial Group LLC1,118
0.0% of portfolio›$393.3K
Newton One Investments LLC1,117
0.1% of portfolio›$393.0K
Prosperity Planning, Inc.1,102
0.1% of portfolio›$387.7K
Maia Wealth LLC1,102
0.1% of portfolio›$387.9K
Crescent Sterling, Ltd.1,100
0.3% of portfolio›$387.0K
Meridian Financial Advisors, LLC1,100
0.2% of portfolio›$387.0K
Altiora Financial Group, LLC1,100
0.1% of portfolio›$387.0K
Creekside Partners1,089
0.1% of portfolio›$383.2K
Blvd Private Wealth, LLC1,085
0.3% of portfolio›$381.8K
Town Capital LLC1,079
0.2% of portfolio›$379.6K
Confluence Wealth Services, Inc.1,078
0.0% of portfolio›$379.3K
BlueChip Wealth Advisors LLC1,072
0.1% of portfolio›$377.2K
Piscataqua Savings Bank1,067
0.3% of portfolio›$375.4K
Integrity Advisory Solutions, LLC1,063
0.0% of portfolio›$374.0K
William Howard & Co Financial Advisors Inc1,059
0.3% of portfolio›$372.8K
Ascent Group, LLC1,057
0.0% of portfolio›$371.9K
Polaris Financial Partners1,050
0.2% of portfolio›$372
Wealthcare Capital Management LLC1,050
0.0% of portfolio›$369.4K
SBI Securities Co., Ltd.1,049
0.0% of portfolio›$369.1K
Titleist Asset Management, LLC1,048
0.0% of portfolio›$368.9K
Summit Global Investments1,037
0.0% of portfolio›$365
Next Level Private LLC1,034
0.1% of portfolio›$363.8K
Prospect Financial Group LLC1,029
0.3% of portfolio›$362.2K
Heritage Investors Management Corp1,026
0.0% of portfolio›$361
Calamos Wealth Management LLC1,024
0.0% of portfolio›$360.3K
Allodium Investment Consultants, LLC1,018
0.1% of portfolio›$358.2K
Physician Wealth Solutions Inc.1,015
0.1% of portfolio›$357.1K
Lazari Capital Management, Inc.1,014
0.1% of portfolio›$356.7K
Financial Synergies Wealth Advisors, Inc.1,012
0.0% of portfolio›$356.1K
Smith Salley Wealth Management1,004
0.0% of portfolio›$353.4K
Coquina Private Wealth LLC1,000
0.2% of portfolio›$351.9K
CMH Wealth Management LLC1,000
0.1% of portfolio›$351.9K
Avestar Capital, LLC1,000
0.0% of portfolio›$351.9K
Riverwater Partners LLC986
0.1% of portfolio›$346.9K
TCP Asset Management, LLC984
0.0% of portfolio›$349.3K
Gamma Investing LLC983
0.0% of portfolio›$345.9K
Willow Creek Wealth Management Inc.975
0.0% of portfolio›$343.1K
Onyx Bridge Wealth Group LLC972
0.0% of portfolio›$342.0K
Grey Fox Wealth Advisors, LLC965
0.1% of portfolio›$339.5K
JFS Wealth Advisors, LLC963
0.0% of portfolio›$338.7K
Shayne & Jacobs, LLC960
0.1% of portfolio›$337.8K
Green Ridge Wealth Planning LLC960
0.1% of portfolio›$337.8K
TSA Wealth Managment LLC952
0.1% of portfolio›$335.0K
IFP Advisors, Inc949
0.0% of portfolio›$333.9K
Dynamic Financial Group945
0.2% of portfolio›$332.4K
Aerodigm Wealth, LLC945
0.1% of portfolio›$332.5K
Tradewinds Capital Management, LLC945
0.1% of portfolio›$332.5K
Guild Investment Management, Inc.944
0.2% of portfolio›$332.1K
Waller Financial Planning Group, Inc943
0.1% of portfolio›$331.9K
Arbor Investment Advisors, LLC939
0.0% of portfolio›$330.4K
Angeles Wealth Management, LLC934
0.0% of portfolio›$328.6K
Valtinson Bruner Financial Planning LLC928
0.1% of portfolio›$326.5K
Elevated Financial Group LLC927
0.1% of portfolio›$326.2K
Mallini Complete Financial Planning LLC925
0.2% of portfolio›$325.5K
Occidental Asset Management, LLC924
0.0% of portfolio›$325.1K
Elevation Point Wealth Partners, LLC917
0.0% of portfolio›$322.5K
Global Assets Advisory, LLC910
0.1% of portfolio›$325.1K
Certified Advisory Corp901
0.0% of portfolio›$316.9K
Csenge Advisory Group900
0.0% of portfolio›$316.6K
Clayton Financial Group LLC899
0.2% of portfolio›$316.3K
SmartHarvest Portfolios, LLC899
0.1% of portfolio›$316.3K
Briaud Financial Planning Inc894
0.1% of portfolio›$314.6K
Successful Portfolios LLC886
0.1% of portfolio›$316.9K
Welch & Forbes LLC884
0.0% of portfolio›$311.0K
Connecticut Wealth Management, LLC881
0.0% of portfolio›$310.0K
Koshinski Asset Management, Inc.881
0.0% of portfolio›$310.0K
Western Pacific Wealth Management, LP875
0.3% of portfolio›$308.0K
Horst & Graben Wealth Management LLC870
0.0% of portfolio›$306.0K
TL Private Wealth868
0.1% of portfolio›$311.8K
Sachem Hill LLC866
0.1% of portfolio›$304.6K
Triumph Capital Management865
0.1% of portfolio›$304.2K
Williams Jones Wealth Management, Llc.863
0.0% of portfolio›$303.6K
Cooper Financial Group860
0.0% of portfolio›$302.7K
Haven Private, LLC858
0.1% of portfolio›$301.9K
Compass Planning Associates Inc853
0.2% of portfolio›$300.3K
Fearless Solutions, LLC dba Best Invest853
0.2% of portfolio›$300.3K
NBT Bank, N.A.853
0.0% of portfolio›$300.1K
Cornerstone Management, Inc.851
0.0% of portfolio›$299.4K
Thayer Financial, L.L.C.850
0.3% of portfolio›$299.7K
United Advisor Group, LLC849
0.0% of portfolio›$298.7K
SilverOak Wealth Management LLC842
0.0% of portfolio›$296.3K
Avion Wealth835
0.0% of portfolio›$293
Noesis Capital Mangement Corp830
0.0% of portfolio›$292.1K
25 LLC830
0.1% of portfolio›$292.2K
Independent Wealth Network Inc.830
0.1% of portfolio›$291.9K
MY Wealth Management Inc.829
0.2% of portfolio›$291.7K
Cowa, LLC829
0.1% of portfolio›$291.7K
Aviance Capital Partners, LLC829
0.0% of portfolio›$291.7K
EverSource Wealth Advisors, LLC824
0.0% of portfolio›$289.9K
Revisor Wealth Management LLC823
0.1% of portfolio›$289.6K
Schaeffer Financial LLC814
0.2% of portfolio›$286.4K
Schneider Downs Wealth Management Advisors, LP810
0.0% of portfolio›$285.0K
GC Wealth Management RIA, LLC810
0.0% of portfolio›$285.0K
Hopwood Financial Services, Inc.805
0.2% of portfolio›$283.2K
Verum Partners LLC805
0.0% of portfolio›$283.2K
Duncker Streett & Co Inc800
0.0% of portfolio›$281.5K
Adkins Seale Capital Management LLC800
0.2% of portfolio›$281.5K
Roxbury Financial LLC796
0.2% of portfolio›$280.1K
Portside Wealth Group, LLC792
0.0% of portfolio›$278.7K
First Merchants Corp789
0.0% of portfolio›$277.6K
AAF Wealth Management, LLC789
0.1% of portfolio›$277.7K
Heritage Investment Group, Inc.787
0.0% of portfolio›$276.9K
Arlington Trust Co LLC783
0.0% of portfolio›$275.5K
Oarsman Capital, Inc.778
0.0% of portfolio›$273.7K
Goodman Advisory Group, LLC777
0.1% of portfolio›$273.4K
Mycio Wealth Partners, LLC777
0.1% of portfolio›$273.4K
NorthCrest Asset Manangement, LLC776
0.0% of portfolio›$277.1K
Visionary Wealth Advisors772
0.0% of portfolio›$271.5K
Triune Financial Partners, LLC763
0.1% of portfolio›$268.6K
Salem Investment Counselors Inc761
0.0% of portfolio›$267.8K
Main Street Group, LTD761
0.1% of portfolio›$267.8K
Kanawha Capital Management LLC758
0.0% of portfolio›$266.7K
Bryn Mawr Trust Advisors, LLC757
0.0% of portfolio›$266.2K
Landmark Wealth Management, LLC757
0.1% of portfolio›$266.4K
McKinley Carter Wealth Services, Inc.757
0.0% of portfolio›$266.2K
Klingman & Associates, LLC753
0.0% of portfolio›$264.9K
Parisi Gray Wealth Management747
0.1% of portfolio›$262.7K
Harbor Investment Advisory, LLC743
0.0% of portfolio›$261.4K
Diversified Portfolios, Inc.741
0.0% of portfolio›$260.7K
First Citizens Bank & Trust Co739
0.0% of portfolio›$260.0K
Sentinel Pension Advisors, LLC738
0.0% of portfolio›$259.7K
Michels Family Financial, LLC736
0.2% of portfolio›$259.1K
Anson Capital, Inc.732
0.2% of portfolio›$257.6K
Midwest Professional Planners, Ltd.730
0.1% of portfolio›$256.9K
Avail Investment Partners, LLC727
0.2% of portfolio›$255.8K
Investment Research Partners LLC727
0.1% of portfolio›$255.8K
ACT Advisors, Llc.726
0.1% of portfolio›$255.5K
TTP Investments, Inc.726
0.1% of portfolio›$255.3K
Southern Financial Group, LLC725
0.1% of portfolio›$255.1K
Acorn Wealth Advisors, LLC716
0.1% of portfolio›$251.9K
Sylvest Advisors, LLC710
0.1% of portfolio›$249.9K
MBA Advisors LLC704
0.1% of portfolio›$247.7K
Braun-Bostich & Associates Inc.704
0.1% of portfolio›$247.7K
Fonville Wealth Management LLC702
0.0% of portfolio›$247.0K
Carolina Wealth Management Inc700
0.1% of portfolio›$246.3K
Folger Nolan Fleming Douglas Capital Management, Inc697
0.0% of portfolio›$245.3K
Busey Bank696
0.0% of portfolio›$244.9K
Horizon Wealth Management, LLC695
0.0% of portfolio›$244.5K
Leonard Rickey Investment Advisors P.L.L.C.694
0.0% of portfolio›$244.2K
Fragasso Financial Advisors Inc689
0.0% of portfolio›$247.3K
Byrne Asset Management LLC687
0.1% of portfolio›$242.1K
Prevail Innovative Wealth Advisors, LLC686
0.0% of portfolio›$246.0K
Bourgeon Capital Management LLC686
0.0% of portfolio›$241.4K
BNC Wealth Management, LLC677
0.1% of portfolio›$238.2K
Golden State Wealth Management, LLC674
0.0% of portfolio›$237.3K
Beverly Hills Private Wealth, LLC672
0.0% of portfolio›$236.4K
Mission Financial Group, LLC669
0.2% of portfolio›$235.4K
Everhart Financial Group, Inc.668
0.0% of portfolio›$235.1K
DecisionPoint Financial, LLC667
0.0% of portfolio›$235.1K
SteelPeak Wealth, LLC666
0.0% of portfolio›$234.2K
WealthPLAN Partners, LLC666
0.0% of portfolio›$234.3K
Solstein Capital, LLC665
0.1% of portfolio›$234.0K
Rubicon Advisors, GP664
0.2% of portfolio›$233.6K
Accredited Investor Services, LLC653
0.1% of portfolio›$229.8K
Howland Capital Management LLC650
0.0% of portfolio›$228.7K
Narus Financial Partners, LLC650
0.1% of portfolio›$228.7K
Able Wealth Management LLC649
0.1% of portfolio›$232.1K
Woodmont Investment Counsel LLC647
0.0% of portfolio›$227.6K
Precedent Wealth Partners, LLC642
0.0% of portfolio›$225.9K
Meredith Wealth Planning636
0.1% of portfolio›$223.8K
Telos Capital Management, Inc.634
0.0% of portfolio›$223.1K
Accredited Investors Inc.633
0.0% of portfolio›$222.7K
Kingsman Wealth Management, Inc.631
0.1% of portfolio›$222.2K
PFG Advisors631
0.0% of portfolio›$222.0K
Beacon Investment Advisory Services, Inc.630
0.0% of portfolio›$221.8K
Clark Asset Management, LLC630
0.0% of portfolio›$221.7K
Milestone Asset Management Group, LLC630
0.1% of portfolio›$221.6K
Accurate Wealth Management, LLC629
0.0% of portfolio›$225.7K
Innovative Wealth Building LLC626
0.1% of portfolio›$220.1K
Dutch Asset Corp625
0.1% of portfolio›$219.9K
Strategic Wealth Investment Group, LLC621
0.0% of portfolio›$218.5K
Whitegate Investment Counselors, Inc.619
0.1% of portfolio›$217.7K
SpringVest Wealth Management LLC616
0.1% of portfolio›$216.7K
Three Magnolias Financial Advisors, LLC610
0.1% of portfolio›$214.6K
Marquette Asset Management, LLC607
0.0% of portfolio›$213.6K
Griffin Asset Management, Inc.603
0.0% of portfolio›$212.2K
Millennium Capital Advisors, LLC600
0.1% of portfolio›$211.1K
Sound Stewardship, LLC597
0.1% of portfolio›$210.1K
Financial Partners Group, Inc596
0.0% of portfolio›$209.5K
Pinnacle Bancorp, Inc.593
0.1% of portfolio›$208.6K
True Private Wealth Advisors582
0.0% of portfolio›$205.0K
Decker Wealth Management LLC580
0.0% of portfolio›$204.1K
LJI Wealth Management, LLC579
0.0% of portfolio›$203.7K
Aprio Wealth Management, LLC570
0.0% of portfolio›$200.6K
Sound Income Strategies, LLC570
0.0% of portfolio›$203.6K
Tompkins Financial Corp517
0.0% of portfolio›$181.9K
Mogy Joel R Investment Counsel Inc500
0.0% of portfolio›$175.9K
Provenance Wealth Advisors, LLC490
0.0% of portfolio›$172.4K
Grove Bank & Trust489
0.0% of portfolio›$172.1K
GoalVest Advisory LLC481
0.0% of portfolio›$169.2K
Compass Financial Management LLC474
0.0% of portfolio›$166.8K
Capital Investment Advisory Services, LLC473
0.0% of portfolio›$166.5K
Rossmore Private Capital465
0.0% of portfolio›$163.5K
United Financial Planning Group LLC461
0.1% of portfolio›$162.2K
Atwood & Palmer Inc448
0.0% of portfolio›$157.7K
Dhjj Financial Advisors, Ltd.439
0.0% of portfolio›$154.4K
Buck Wealth Strategies, LLC434
0.0% of portfolio›$152.7K
Halbert Hargrove Global Advisors, LLC427
0.0% of portfolio›$150.2K
Hughes Financial Services, LLC418
0.0% of portfolio›$148.3K
Caldwell Trust Co406
0.0% of portfolio›$142.9K
First Horizon Corp376
0.0% of portfolio›$132.3K
Turtle Creek Wealth Advisors, LLC375
0.0% of portfolio›$131.9K
DT Investment Partners, LLC369
0.0% of portfolio›$129.8K
Dorato Capital Management353
0.1% of portfolio›$126.6K
Pillar Financial Advisors, LLC353
0.1% of portfolio›$124.2K
Phillip James Consulting Co.349
0.1% of portfolio›$122.8K
Intelligent Financial Strategies346
0.1% of portfolio›$121.7K
Maryland Capital Advisors Inc.341
0.0% of portfolio›$120.0K
Coastline Trust Co334
0.0% of portfolio›$117.5K
Colony Family Offices, LLC299
0.0% of portfolio›$105.2K
Country Trust Bank296
0.0% of portfolio›$104.1K
Bare Financial Services, Inc286
0.0% of portfolio›$100.6K
Reyes Financial Architecture, Inc.272
0.1% of portfolio›$95.7K
First Pacific Financial267
0.0% of portfolio›$94.0K
Blue Bell Private Wealth Management, LLC267
0.0% of portfolio›$93.9K
Birchwood Financial Partners, Inc.256
0.1% of portfolio›$90.0K
North Point Portfolio Managers Corp250
0.0% of portfolio›$88.0K
Ashurst Perkins Coie Trust Co250
0.0% of portfolio›$88.0K
Granite FO LLC243
0.0% of portfolio›$85.5K
Highline Wealth Partners LLC238
0.0% of portfolio›$83.7K
Powell Investment Advisors, LLC228
0.0% of portfolio›$80.2K
Richards, Merrill & Peterson, Inc.220
0.0% of portfolio›$77.4K
Financial Management Professionals, Inc.209
0.0% of portfolio›$73.5K
Allspring Global Investments Holdings, LLC208
0.0% of portfolio›$73.8K
Parkside Financial Bank & Trust208
0.0% of portfolio›$73.3K
Chilton Capital Management LLC189
0.0% of portfolio›$66.5K
Princeton Global Asset Management LLC183
0.0% of portfolio›$64.4K
Comprehensive Financial Planning, Inc.181
0.0% of portfolio›$63.7K
North Star Investment Management Corp.170
0.0% of portfolio›$59.8K
Thompson Investment Management, Inc.164
0.0% of portfolio›$57.7K
Lynch Investment Planning, LLC150
0.0% of portfolio›$52.8K
Networth Advisors, LLC148
0.0% of portfolio›$52.2K
Hoertkorn Richard Charles145
0.0% of portfolio›$51.0K
Security National Bank144
0.0% of portfolio›$50.7K
Kingdom Financial Group Llc.142
0.0% of portfolio›$50.1K
Ascentis Wealth Management, LLC135
0.0% of portfolio›$47.5K
GHP Investment Advisors, Inc.133
0.0% of portfolio›$46.8K
Elevation Wealth Partners, LLC131
0.0% of portfolio›$46.1K
Mcdonald Partners LLC122
0.0% of portfolio›$42.9K
DeDora Capital, Inc.120
0.0% of portfolio›$42.2K
Vima LLC116
0.0% of portfolio›$40.8K
Markowski Investments110
0.0% of portfolio›$38.7K
Virginia Estate & Retirement Planning Advisors Inc.108
0.0% of portfolio›$38.0K
Evolution Wealth Management Inc.106
0.0% of portfolio›$37.3K
Montgomery Financial Services LLC98
0.0% of portfolio›$34.5K
Westside Investment Management, Inc.98
0.0% of portfolio›$34.5K
SBK Financial, Inc.97
0.0% of portfolio›$34.1K
Atlantic Edge Private Wealth Management, LLC93
0.0% of portfolio›$32.7K
Tounjian Advisory Partners, LLC83
0.0% of portfolio›$29.1K
Rosenberg Matthew Hamilton80
0.0% of portfolio›$28.1K
Hurley Capital, LLC79
0.0% of portfolio›$28.0K
Valley National Advisers Inc69
0.0% of portfolio›$24.3K
Key Capital Management, Inc60
0.0% of portfolio›$21.1K
Archer Investment Corp59
0.0% of portfolio›$20.8K
Wolff Wiese Magana LLC59
0.0% of portfolio›$20.8K
Rossby Financial, LCC58
0.0% of portfolio›$20.4K
Quaker Wealth Management, LLC54
0.0% of portfolio›$19.0K
Whipplewood Advisors, LLC53
0.0% of portfolio›$18.6K
Signature Equity Partners, LLC52
0.0% of portfolio›$18.3K
Financial Perspectives, Inc49
0.0% of portfolio›$17.2K
Align Financial, LLC45
0.0% of portfolio›$15.8K
RMG Wealth Management LLC44
0.0% of portfolio›$15.5K
Nfsg Corp39
0.0% of portfolio›$13.7K
Rydar Equities, Inc.38
0.0% of portfolio›$13.7K
Laurel Wealth Advisors LLC35
0.0% of portfolio›$12.3K
Birchbrook, Inc.32
0.0% of portfolio›$11.3K
PFS Partners, LLC31
0.0% of portfolio›$10.8K
EPG Wealth Management LLC29
0.0% of portfolio›$10.1K
Ashton Thomas Securities, LLC25
0.0% of portfolio›$8.8K
Evermay Wealth Management LLC25
0.0% of portfolio›$8.8K
Townsend Asset Management Corp24
0.0% of portfolio›$8.4K
Elevated Capital Advisors, LLC23
0.0% of portfolio›$8.2K
Vision Financial Markets LLC17
0.0% of portfolio›$5.7K
Wilkerson Advisory Group LLC17
0.0% of portfolio›$6.0K
Creative Capital Management Investments LLC16
0.0% of portfolio›$5.6K
Monetary Solutions, Ltd15
0.0% of portfolio›$5.3K
Morling Financial Advisors, LLC15
0.0% of portfolio›$5.3K
Global Trust Asset Management, LLC15
0.0% of portfolio›$5.3K
Planning Strategies Inc.14
0.0% of portfolio›$4.9K
Central Pacific Bank - Trust Division11
0.0% of portfolio›$3.9K
West Branch Capital LLC9
0.0% of portfolio›$3.2K
Prudent Man Investment Management, Inc.8
0.0% of portfolio›$2.8K
Nvwm, LLC8
0.0% of portfolio›$2.8K
Citizens National Bank Trust Department5
0.0% of portfolio›$1.8K
WestEnd Advisors, LLC4
0.0% of portfolio›$1.4K
GK Wealth Management LLC3
0.0% of portfolio›$1.1K
Cape Investment Advisory, Inc.2
0.0% of portfolio›$704
Farmers & Merchants Investments Inc2
0.0% of portfolio›$704
StyleTurnoverLocationFiled
Creative Planning
11,874,190$4.2B2.3%IndexVery LowOverland Park, KS2026-11-02
National Mutual Insurance Federation of Agricultural Cooperatives
6,543,317$2.3B14.7%ETFVery LowTokyo, Japan, Mexico2026-10-28
Johnson Financial Group, LLC
3,062,148$1.1B54.0%ETFLowDenver, CO2026-11-03
Capital Asset Advisory Services LLC
981,570$345.5M11.8%ETFLowWilliamston, MI2026-10-30
Vantagepoint Investment Advisers LLC
619,621$218.0M1.6%ETFVery LowWashington, DC2026-10-26
AlphaCore Capital LLC
494,276$173.9M2.8%ETFLowLa Jolla, CA2026-11-04
James J. Burns & Company, LLC
479,815$168.8M18.0%ETFVery LowMelville, NY2026-10-22
Catalyst Capital Advisors LLC
451,789$159.0M2.6%ETFVery LowSan Juan, PR2026-11-02
Mason & Associates, LLC
444,490$156.4M32.2%ETFVery LowNewport News, VA2026-10-26
Garde Capital, Inc.
425,915$149.9M8.3%ETFLowSeattle, WA2026-10-29
Heartwood Wealth Advisors LLC
376,197$132.4M10.5%ETFLowRichmond, VA2026-10-05
Pittenger & Anderson Inc
317,101$111.6M4.0%CoreLowLincoln, NE2026-11-02
Commonwealth Equity Services, LLC
316,922$111.5M0.1%ETFLowWaltham, MA2026-11-02
MilWealth Group LLC
298,652$105.1M22.7%ETFVery LowMilwaukee, WI2026-11-02
Plante Moran Financial Advisors, LLC
261,268$91.9M4.2%ETFVery LowSouthfield, MI2026-11-04
AGF Management LTD
253,965$89.4M0.4%GrowthHighToronto, Australia2026-11-03
Trust Point Inc.
245,763$86.5M6.5%CoreMediumLa Crosse, WI2026-10-27
Parallel Advisors, LLC
222,651$78.3M1.1%IndexLowSan Francisco, CA2026-11-03
Kathmere Capital Management, LLC
198,774$69.9M3.4%ETFLowWayne, PA2026-10-20
Hurlow Wealth Management Group, Inc.
198,185$69.7M14.5%ETFVery LowBloomington, IN2026-10-29
Lido Advisors, LLC
196,660$69.2M0.2%GrowthLowLos Angeles, CA2026-11-04
Addis & Hill, Inc
187,371$64.4M35.5%ETFVery LowWayne, PA2026-10-19
Financial Planning Navigators Corp
183,445$64.5M23.5%ETFMediumMaple Grove, MN2026-10-14
Badgley Phelps Wealth Managers, LLC
165,511$58.2M1.0%GrowthVery LowSeattle, WA2026-10-22
Juncture Wealth Strategies, LLC
161,292$56.8M14.5%ETFLowScottsdale, AZ2026-10-06
Acropolis Investment Management, LLC
160,893$56.6M2.3%ETFLowSt. Louis, MO2026-10-08
Cambridge Investment Research Advisors, Inc.
159,993$56.3K0.0%ETFLowFairfield, IA2026-11-02
Wealth Enhancement Advisory Services, LLC
135,777$48.2M0.1%CoreLowPlymouth, MN2026-10-13
Systelligence, LLC
133,663$23.9M3.9%ETFHighBloomington, MN2026-11-05
Koesten, Hirschmann & Crabtree, Inc.
123,970$43.6M18.2%ETFVery LowOverland Park, KS2026-10-13
Signaturefd, LLC
116,346$40.9M0.5%IndexLowAtlanta, GA2026-10-23
Truist Financial Corp
111,833$39.3M0.0%CoreLowCharlotte, NC2026-10-30
Latigo Investments, LLC
108,982$38.3M17.1%ETFVery LowFort Lauderdale, FL2026-10-29
Sage Financial Group Inc
106,081$37.3M2.1%ETFVery LowW. Conshohocken, PA2026-10-27
Arbor Wealth Management Llc\az
97,903$34.4M30.8%ETFVery LowTempe, AZ2026-10-20
Abound Wealth Management
88,369$31.1M5.8%ETFVery LowFranklin, TN2026-10-26
Sfam, LLC
87,275$30.7M24.7%ETFVery LowElmhurst, IL2026-11-03
Nordwand Advisors, LLC
86,951$30.6M4.9%CoreLowRadnor, PA2026-11-05
James Reed Financial Services, Inc.
85,192$30.0M22.6%ETFVery LowCleveland, OH2026-10-26
Advocate Group LLC
78,117$27.5M4.3%YieldLowMinnetonka, MN2026-10-19
BlueSky Wealth Advisors, LLC
76,524$26.9M3.1%ETFMediumNew Bern, NC2026-10-29
Moller Wealth Partners
75,710$26.6M4.9%ETFVery LowNorthfield, IL2026-10-15
St. Louis Trust Co
72,608$25.5M2.7%ETFVery LowSaint Louis, MO2026-11-03
Wheelhouse Advisory Group LLC
72,280$25.4M6.7%ETFVery LowSt. Louis, MO2026-10-20
Choreo, LLC
72,057$25.4M0.3%IndexLowRockford, IL2026-10-28
Atria Investments, Inc
72,044$25.3M0.2%CoreMediumCharlotte, NC2026-10-15
Jnba Financial Advisors
70,530$24.8M1.9%ETFMediumBloomington, MN2026-11-03
Verus Financial Partners, Inc.
70,427$24.8M2.1%ETFVery LowRichmond, VA2026-10-29
Kennicott Capital Management LLC
70,064$24.7M11.1%ETFVery LowLarkspur, CA2026-10-16
MB, Levis & Associates, LLC
69,388$24.4M9.0%ETFVery LowCenter Valley, PA2026-10-16
Investors Research Corp
68,738$24.2M4.3%ETFLowAtlanta, GA2026-10-07
Pinnacle Associates LTD
68,409$24.1M0.3%CoreLowNew York, NY2026-10-20
Cullen T Bankers, Inc.
67,902$23.9M0.2%GrowthLowSan Antonio, TX2026-10-28
Arcadia Investment Advisors LLC
65,638$23.1M9.6%ETFLowEagle, ID2026-10-13
Atmos Advisory, LLC
65,130$22.9M12.2%ETFVery LowPittsburgh, PA2026-10-06
Woodard & Co Asset Management Group Inc
64,961$22.9M3.4%ETFMediumBermuda Run, NC2026-11-03
Box Hill Private Wealth LLC
64,323$22.6M16.5%ETFLowScottsdale, AZ2026-10-05
Wealth Architects, LLC
61,760$21.7M1.7%ETFVery LowMountain View, CA2026-11-03
First Hawaiian Bank
57,457$20.2M2.4%ETFVery LowHonolulu, HI2026-10-14
Kestra Advisory Services, LLC
57,376$20.2M0.1%CoreLowAustin, TX2026-11-02
TFC Financial Management, Inc.
56,692$19.9M2.2%ETFVery LowBoston, MA2026-10-26
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
55,873$19.7M0.3%GrowthVery LowSeattle, WA2026-10-27
Farrell Financial LLC
55,803$19.6M10.5%ETFVery LowOrchard Park, NY2026-10-16
Kestra Private Wealth Services, LLC
54,098$19.0M0.2%GrowthLowAustin, TX2026-10-30
Idaho Trust Co
51,948$18.3M5.5%ETFLowBoise, ID2026-11-04
CX Institutional
50,574$17.8K0.5%CoreMediumAuburn, IN2026-10-02
Horizons Wealth Management
49,911$17.6M11.0%ETFLowAsheville, NC2026-10-05
Intergy Private Wealth, LLC
49,804$17.5M3.9%ETFVery LowColorado Springs, CO2026-10-16
Blueprint Investment Partners LLC
49,477$17.4M1.4%ETFMediumGreensboro, NC2026-10-28
Blueprint Financial Advisors LLC
49,421$17.4M1.9%GARPMediumGreensboto, NC2026-10-28
Integris Wealth Management, LLC
49,181$17.3M3.3%ETFVery LowMonterey, CA2026-10-14
Chatham Capital Group, Inc.
49,066$17.3M2.2%CoreLowSavannah, GA2026-10-16
Founders Grove Wealth Partners, LLC
48,115$16.9M3.3%ETFLowRichmond, VA2026-10-16
Plancorp, LLC
47,115$16.4M0.4%ETFLowSaint Louis, MO2026-11-03
Biltmore Family Office, LLC
46,865$16.5M2.2%GrowthLowCharlotte, NC2026-11-03
Capital Advisors, Ltd. LLC
46,452$16.3K0.0%ETFLowShaker Heights, OH2026-10-27
D.A. Davidson & Co.
46,153$16.2M0.1%CoreLowGreat Falls, MT2026-10-28
Farther Finance Advisors, LLC
46,101$16.2M0.1%IndexLowSan Francisco, CA2026-10-08
Total Investment Management Inc
46,054$16.2M1.6%ETFLowScottsdale, AZ2026-10-22
Amtrust Financial Services, Inc.
45,800$16.1M4.7%ETFVery LowNew York, NY2026-10-19
Procyon Advisors, LLC
45,127$15.9M0.7%CoreVery LowShelton, CT2026-10-21
Assetmark, Inc
44,845$15.8M0.0%ETFLowConcord, CA2026-10-21
Keybank National Association
43,189$15.2M0.0%CoreLowBrooklyn, OH2026-11-04
Brighton Jones LLC
43,129$15.2M0.3%CoreVery LowSeattle, WA2026-11-03
Fusion Family Wealth, LLC
42,464$14.9M1.0%ETFVery LowWoodbury, NY2026-11-02
Fairway Wealth LLC
41,183$14.5M3.1%ETFLowIndependence, OH2026-10-30
Capital Planning LLC
40,483$14.2M3.8%ETFLowBellevue, WA2026-10-09
Wedmont Private Capital
39,825$14.2M0.3%IndexVery LowWest Chester, PA2026-10-09
Citizens Financial Group Inc
39,525$13.9M0.2%GrowthLowProvidence, RI2026-10-23
TCI Wealth Advisors, Inc.
39,337$13.8M0.6%ETFLowTucson, AZ2026-10-30
Black Diamond Financial, LLC
39,009$13.7M1.2%ETFVery LowTowson, MD2026-10-26
Venture Visionary Partners LLC
38,974$13.7M0.4%CoreLowSylvania, OH2026-10-07
Leeward Financial Partners, LLC
38,795$13.7M3.5%GrowthMediumBellevue, WA2026-10-23
Tarbox Family Office, Inc.
38,385$13.5M1.9%ETFVery LowNewport Beach, CA2026-10-23
TD Private Client Wealth LLC
37,897$13.3M0.2%ETFLowNew York, NY2026-10-28
Gibraltar Capital Management, Inc.
37,555$13.2M2.0%CoreLowTulsa, OK2026-10-27
Blackston Financial Advisory Group, LLC
36,852$13.0M7.2%ETFLowThe Villages, FL2026-11-04
City Holding Co
36,804$12.9M1.4%CoreLowCharleston, WV2026-10-19
Cranbrook Wealth Management, LLC
36,056$12.7M2.4%ETFVery LowBloomfield Hills, MI2026-10-28
Bank of New York Mellon Corp
35,501$12.5M0.0%CoreLowNew York, NY2026-11-05
HB Wealth Management, LLC
35,298$12.4M0.1%IndexVery LowAtlanta, GA2026-10-23
Gibson Capital, LLC
35,064$12.3M2.1%ETFVery LowWexford, PA2026-10-23
Patriot Investment Management Group, Inc.
34,962$12.3M0.7%ETFVery LowKnoxville, TN2026-10-15
Integrated Advisors Network LLC
34,209$12.0M0.6%GrowthMediumDallas, TX2026-10-20
Northeast Investment Management
32,990$11.6M0.4%GrowthVery LowBoston, MA2026-10-30
SC&H Financial Advisors, Inc.
32,365$11.4M1.6%ETFVery LowHunt Valley, MD2026-10-14
Carlton Hofferkamp & Jenks Wealth Management, LLC
32,277$11.4M3.6%ETFLowThe Woodlands, TX2026-10-21
Ledyard National Bank
31,783$11.2M0.9%CoreLowHanover, NH2026-10-21
Blue Trust, Inc.
31,653$11.1M0.1%ETFLowBrentwood, TN2026-10-15
Apella Capital, LLC
31,590$11.3M0.1%ETFVery LowWest Hartford, CT2026-10-08
Downshift Financial, LLC
31,311$11.0M4.7%ETFLowBoulder, CO2026-10-13
Quadrant Capital Group LLC
30,516$10.9M0.3%CoreLowCincinnati, OH2026-10-20
Ironwood Financial, llc
30,135$10.6M1.6%ETFLowTucson, AZ2026-10-20
Armbruster Capital Management, Inc.
28,728$10.1M1.5%ETFVery LowPittsford, NY2026-10-19
Valeo Financial Advisors, LLC
28,362$10.0M0.2%ETFLowCarmel, IN2026-10-08
Councilor Wealth, LLC
28,148$9.9M4.1%ETFLowBethesda, MD2026-10-09
BIP Wealth, LLC
28,118$9.9M0.3%ETFMediumAtlanta, GA2026-10-22
BLB&B Advisors, LLC
27,826$9.8M0.4%ETFLowMontgomeryville, PA2026-10-27
Daymark Wealth Partners, LLC
27,538$9.7M0.2%CoreLowCincinnati, OH2026-11-04
Redwood Family Wealth LLC
27,372$9.6M8.5%GrowthLowPlano, TX2026-10-20
1900 Wealth Management LLC
27,329$9.6M0.5%ETFLowSan Antonio, TX2026-10-13
Balentine LLC
26,334$9.3M0.3%ETFLowAtlanta, GA2026-11-03
Obsidian CIO, LLC
26,116$9.2M6.4%GrowthMediumNew York, NY2026-11-05
Sherry Group, Inc.
25,942$9.1M8.6%ETFMediumMountain Home, AR2026-10-09
Vise Technologies, Inc.
25,115$8.8M0.1%IndexLowNew York, NY2026-10-29
Soundwatch Capital LLC
24,992$8.9M1.0%ETFVery LowDallas, TX2026-11-04
Orin Green Financial, LLC
24,948$8.8M3.3%ETFVery LowSan Diego, CA2026-10-19
Glenview Trust Co
24,780$8.7M0.1%GrowthVery LowLouisville, KY2026-10-28
Park Avenue Securities LLC
24,763$8.7K0.0%ETFMediumNew York, NY2026-10-26
Flagship Harbor Advisors, LLC
24,055$8.5M0.3%ETFMediumBoston, MA2026-10-26
Strategic Equity Management
23,903$8.4M7.3%ETFHighTucson, AZ2026-11-04
Gradient Capital Advisors, LLC
23,773$8.4M1.9%ETFLowSan Diego, CA2026-10-21
Studio Investment Management LLC
23,029$8.1M1.4%ETFLowChicago, IL2026-10-22
Kendall Capital Management
22,069$7.8M1.3%GARPLowRockville, MD2026-10-23
Pinnacle Wealth Management Advisory Group, LLC
21,991$7.7M0.5%GrowthLowRed Bank, NJ2026-10-23
Kohmann Bosshard Financial Services, LLC
21,471$7.6M0.6%ETFLowFairlawn, OH2026-11-04
Beacon Capital Management, LLC
21,455$7.5M1.1%ETFMediumFranklin, TN2026-10-23
Marietta Wealth Management, LLC
21,329$7.6M0.8%GrowthLowMarietta, GA2026-10-22
Human Investing LLC
21,276$7.5M1.0%ETFVery LowLake Oswego, OR2026-10-19
Modera Wealth Management, LLC
20,624$7.3M0.1%ETFVery LowWestwood, NJ2026-10-28
Kingswood Wealth Advisors, LLC
20,101$7.1M0.3%GrowthLowSan Diego, CA2026-10-23
Oppenheimer & Co Inc
20,097$7.1M0.1%CoreLowNew York, NY2026-10-26
Pioneer Wealth Management Group
19,340$6.8M1.6%ETFLowAustin, TX2026-10-09
Brooklyn FI, LLC
18,962$6.7M1.0%ETFVery LowNew York, NY2026-11-05
Aspiriant, LLC
18,917$6.7M0.2%ETFVery LowLos Angeles, CA2026-10-16
AMG National Trust Bank
18,487$6.5M0.1%ETFLowGreenwood Village, CO2026-11-05
Lodestar Private Asset Management LLC
18,206$6.4M0.6%ETFLowAlamo, CA2026-10-26
Ifrah Financial Services, Inc.
18,124$6.4M1.6%ETFLowLittle Rock, AR2026-10-13
Avior Wealth Management, LLC
17,308$6.1M0.2%ETFMediumOmaha, NE2026-10-13
Mission Wealth Management, LP
17,259$6.1M0.1%ETFLowSanta Barbara, CA2026-10-15
Mather Group, Llc.
16,987$6.0M0.1%ETFMediumChicago, IL2026-10-14
Retireful, LLC
16,819$5.9M5.1%GrowthVery HighHaslett, MI2026-10-09
Vontobel Holding Ltd.
16,745$5.9M0.0%CoreMediumZurich, Switzerland2026-10-16
Sendero Wealth Management, LLC
16,658$5.9M0.6%GARPLowSan Antonio, TX2026-10-14
Citigroup Inc
16,640$5.9M0.0%CoreMediumNew York, NY2026-11-04
Infinity Wealth Counsel, LLC
16,392$5.8M4.7%ETFVery LowLoveland, OH2026-10-15
Warwick Investment Management, Inc.
16,352$5.8M0.7%ETFLowBryan, TX2026-10-19
PDS Planning, Inc
16,335$5.7M0.3%IndexVery LowDublin, OH2026-11-03
Transcendent Capital Group LLC
16,142$5.7M2.3%ETFMediumEdmond, OK2026-10-28
SAX Wealth Advisors, LLC
16,126$5.7M0.2%ETFVery LowParsippany, NJ2026-10-13
Objective Capital Management, LLC
16,051$5.6M5.1%ETFLowFairlawn, OH2026-10-13
Concurrent Investment Advisors, LLC
15,778$5.6M0.0%GrowthMediumTampa, FL2026-10-16
JIM Saulnier & Associates, LLC
15,691$5.5M2.1%ETFLowFort Collins, CO2026-11-04
Soltis Investment Advisors LLC
14,910$5.2M0.2%CoreMediumSt. George, UT2026-10-28
Washington Trust Co
14,896$5.2M0.2%GrowthVery LowWesterly, RI2026-10-22
McAdam, LLC
14,534$5.1M0.2%ETFLowPhiladelphia, PA2026-10-21
TD Waterhouse Canada Inc.
14,291$5.1M0.0%CoreLowToronto, Australia2026-10-16
WBH Advisory Inc
14,024$4.9M0.3%ETFLowBaltimore, MD2026-11-05
L.K. Benson & Company, P.C.
13,536$4.8M1.4%YieldVery LowTimonium, MD2026-10-23
Greenspring Advisors, LLC
13,522$4.8M0.2%ETFVery LowTowson, MD2026-11-05
Simon Quick Advisors, LLC
13,366$4.7M0.2%ETFLowMorristown, NJ2026-10-26
RCW Management, LLC
13,249$4.7M4.2%ETFVery LowJacksonville, FL2026-10-30
Gainplan LLC
13,198$4.6M1.8%ETFHighBloomfield Hills, MI2026-10-09
SoundView Advisors Inc.
13,010$4.6K0.0%ETFMediumOlympia, WA2026-11-04
Trust Co
12,545$4.4M0.4%ETFVery LowManhattan, KS2026-10-09
Watershed Private Wealth LLC
12,506$4.4M1.2%ETFMediumOak Brook, IL2026-10-30
SigFig Wealth Management, LLC
12,388$4.4M0.1%ETFLowSan Francisco, CA2026-10-07
First Community Trust NA
12,384$4.4M1.5%GrowthLowDubuque, IA2026-10-07
Royal Fund Management, LLC
12,383$4.4M0.3%GrowthMediumLady Lake, FL2026-10-22
Ascentis Independent Advisors
12,310$4.3M0.3%ETFLowDallas, TX2026-11-03
Capital Squared Financial LLC
12,134$4.3M2.7%ETFVery LowRockville, MD2026-10-30
SWP Financial LLC
12,103$4.3M2.0%ETFMediumEncinitas, CA2026-10-23
Financial Insights, Inc.
12,085$4.3M1.1%ETFLowTacoma, WA2026-10-27
Beaumont Financial Advisors, LLC
12,070$4.2M0.3%GrowthMediumNeedham, MA2026-10-22
PCA Investment Advisory Services Inc.
12,066$4.2M1.2%ETFVery LowCincinnati, OH2026-10-13
Sapient Capital LLC
11,813$4.2M0.1%GrowthMediumIndianapolis, IN2026-10-08
Wilmington Savings Fund Society, FSB
11,662$4.1M0.1%CoreLowWilmington, DE2026-10-23
FC Advisory LLC
11,479$4.0M1.1%ETFVery LowWest Chester, PA2026-10-05
ARK & TLK Investments, LLC
11,221$3.9M0.9%ETFLowOklahoma City, OK2026-10-20
Phillips Financial Management, LLC
11,217$3.9M0.3%ETFVery LowFort Wayne, IN2026-10-19
Evanson Financial, LLC
11,148$3.9M0.2%ETFN/AMclean, VA2026-10-23
Atticus Wealth Management, LLC
11,087$3.9M0.9%ETFLowPalm Beach Gardens, FL2026-10-20
Fortem Financial Group, LLC
11,081$3.9M0.8%GrowthLowPalm Desert, CA2026-10-20
Sheets Smith Wealth Management
11,019$3.9M0.4%CoreLowWinston-Salem, NC2026-10-16
Parsons Capital Management Inc
10,919$3.8M0.2%CoreLowProvidence, RI2026-10-28
Obermeyer Wealth Partners
10,670$3.8M0.1%GrowthLowAspen, CO2026-10-21
Ashton Thomas Private Wealth, LLC
10,190$3.6M0.1%CoreMediumScottsdale, AZ2026-11-03
Northstar Asset Management Co
10,180$3.6M0.7%CoreVery LowBlue Bell, PA2026-10-22
Krilogy Financial LLC
10,091$3.6M0.1%GrowthLowSt. Louis, MO2026-10-13
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
9,950$3.5M2.7%ETFVery LowLynchburg, VA2026-10-27
Thrivent Financial for Lutherans
9,942$3.5K0.0%GARPMediumMinneapolis, MN2026-11-05
Glass Jacobson Investment Advisors llc
9,853$3.5M1.1%ETFLowOwings Mills, MD2026-10-26
Financial Planning Fort Collins, LLC
9,816$3.5M2.5%ETFVery LowFort Collins, CO2026-10-16
Flower City Capital
9,815$3.5M1.5%ETFVery LowPittsford, NY2026-10-15
Prospera Financial Services Inc
9,772$3.4M0.0%CoreMediumDallas, TX2026-11-04
William Mack & Associates, Inc.
9,734$3.4M1.1%ETFLowTroy, MI2026-10-27
MLG Wealth Management DBA Pine Grove Financial Group
9,710$3.4M0.3%ETFMediumWoodbury, MN2026-10-13
Founders Financial Securities LLC
9,412$3.3M0.2%ETFMediumTowson, MD2026-10-28
Briggs Wealth Management, Inc
9,272$3.3M2.9%ETFLowGlastonbury, CT2026-10-26
Sculati Wealth Management, LLC
9,131$3.3M1.1%CoreLowBloomfield Hills, MI2026-10-19
Wiser Wealth Management, Inc
9,095$3.2M0.6%ETFVery LowMarietta, GA2026-10-14
McClarren Financial Advisors, Inc.
9,011$3.2M1.6%ETFMediumState College, PA2026-10-15
Fortitude Advisory Group L.L.C.
8,942$3.1M1.2%GrowthMediumGig Harbor, WA2026-10-15
YHB Investment Advisors, Inc.
8,873$3.1M0.2%GrowthLowWest Hartford, CT2026-10-08
Franklin, Parlapiano, Turner & Welch, LLC
8,770$3.1M0.7%CoreLowHouston, TX2026-10-30
Charles Schwab Trust Co
8,739$3.1M0.2%ETFLowHenderson, NV2026-10-15
Independent Financial Group, LLC
8,639$3.0M0.1%GrowthLowSan Diego, CA2026-10-13
Blankinship & Foster, LLC
8,547$3.0M0.6%ETFVery LowSolana Beach, CA2026-10-19
Hartmann Taylor Wealth Management, LLC
8,457$3.0M1.7%ETFVery LowDallas, TX2026-10-14
Pinnacle Financial Group, LLC / IL
8,025$2.8M0.7%ETFVery LowWestern Springs, IL2026-10-29
Uptick Partners, LLC
7,814$2.7M0.4%ETFLowNacogdoches, TX2026-11-04
Stone Summit Wealth LLC
7,704$2.7M0.7%ETFLowMiami, FL2026-10-14
Boston Trust Walden Corp
7,645$2.7M0.0%CoreLowBoston, MA2026-10-30
Bluestem Financial Advisors, LLC
7,590$2.7M0.9%ETFVery LowSavoy, IL2026-10-20
Retirement Planning Group, LLC
7,417$2.6M0.1%ETFVery LowLeawood, KS2026-10-19
Lanark Financial, Inc.
7,410$2.6M0.2%CoreMediumBirmingham, AL2026-10-26
Argos Wealth Advisors, LLC
7,275$2.6M0.7%GrowthLowSacramento, CA2026-11-02
Howard Wealth Management, LLC
7,232$2.5M0.9%ETFVery LowMadison, CT2026-10-28
Sage Mountain Advisors LLC
7,196$2.5M0.1%ETFLowAtlanta, GA2026-11-02
Tabr Capital Management, LLC
7,074$2.5M1.8%ETFHighOrange, CA2026-10-20
S.A. Mason LLC
6,916$2.4M0.7%GrowthVery LowHolland, MI2026-10-13
Cassaday & Co Wealth Management LLC
6,801$2.4M0.0%ETFVery LowMclean, VA2026-10-27
Seamount Financial Group Inc
6,790$2.4M0.9%ETFLowColorado Springs, CO2026-10-21
Market Street Wealth Management Advisors LLC
6,757$2.4M0.3%ETFMediumIndianapolis, IN2026-10-09
Scott & Selber, Inc.
6,717$2.4M0.5%GrowthVery LowHouston, TX2026-10-21
Great Point Wealth Advisors, LLC
6,604$2.3M0.4%ETFVery LowBoston, MA2026-10-15
Balboa Wealth Partners
6,596$2.3M0.3%Agg GrowthMediumScottsdale, AZ2026-10-20
FSM Wealth Advisors, LLC
6,520$2.3M0.2%ETFLowCleveland, OH2026-10-27
Legacy Advisors, LLC
6,503$2.3M0.2%ETFLowPlymouth Meeting, PA2026-10-19
Cantor Fitzgerald Investment Advisors L.P.
6,490$2.3M0.1%YieldLowNew York, NY2026-10-21
Bell Investment Advisors, Inc
6,471$2.3M0.3%ETFVery LowOrinda, CA2026-10-29
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
6,429$2.3M0.1%ETFMediumWestlake, OH2026-10-14
Legacy Private Trust Co.
6,264$2.2M0.1%ETFLowNeenah, WI2026-10-06
Davidson Trust Co
6,256$2.2M0.9%CoreLowSeattle, WA2026-10-09
Mustard Seed Financial, LLC
6,185$2.2M1.1%ETFLowMagnolia, AR2026-10-30
AdvisorNet Financial, Inc
6,087$2.2M0.1%ETFLowMinnetonka, MN2026-10-15
RTD Financial Advisors, Inc.
6,025$2.1M0.2%ETFLowPhiladelphia, PA2026-10-09
Asempa Wealth Advisors
5,949$2.1M1.6%ETFLowBaton Rouge, LA2026-10-07
Simplicity Wealth,LLC
5,910$2.1M0.1%ETFLowSummit, NJ2026-10-23
DBK Financial Counsel, LLC
5,908$2.1M1.7%ETFVery LowCuyahoga Falls, OH2026-10-13
Orser Capital Management, LLC
5,818$2.0M1.2%GrowthLowSouthlake, TX2026-10-13
Mystic Asset Management, Inc.
5,797$2.0M0.5%CoreVery LowWarwick, RI2026-10-15
Center for Financial Planning, Inc.
5,780$2.0M0.2%ETFLowSouthfied, MI2026-10-26
Davenport & Co LLC
5,766$2.0M0.0%CoreMediumRichmond, VA2026-10-14
Brown, Lisle Ings, Inc.
5,755$2.0M0.4%CoreVery LowProvidence, RI2026-10-16
General Partner, Inc.
5,700$2.0M1.1%CoreLowPittsburgh, PA2026-10-05
Secure Asset Management, LLC
5,696$2.0M0.3%GrowthMediumTroy, MI2026-10-19
Harbor Asset Planning, Inc.
5,659$2.0M1.5%ETFVery LowBelmont, MA2026-10-23
Waldron Private Wealth LLC
5,624$2.0M0.1%ETFVery LowBridgeville, PA2026-11-02
B. Riley Wealth Advisors, Inc.
5,616$2.0M0.1%GrowthLowMemphis, TN2026-10-13
Diversify Wealth Management, LLC
5,592$2.0M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
5,592$2.0M0.0%GrowthLowSandy, UT2026-10-20
Moneywise, Inc.
5,583$2.0M1.9%ETFMediumForest, VA2026-10-30
Capital Management Associates, Inc
5,581$2.0M0.4%ETFLowMinneapolis, MN2026-10-20
Greenleaf Trust
5,553$2.0M0.0%CoreLowKalamazoo, MI2026-10-29
Maseco LLP
5,547$2.0M0.1%ETFVery LowLondon, United Kingdom2026-10-27
Cahaba Wealth Management, Inc.
5,467$1.9M0.1%ETFVery LowAtlanta, GA2026-10-26
Dahring | Cusmano LLC
5,458$1.9M0.9%ETFLowNovi, MI2026-11-03
Chicago Partners Investment Group LLC
5,454$1.9M0.0%GARPLowChicago, IL2026-10-27
Rebalance, LLC
5,449$1.9M0.1%ETFVery LowPalo Alto, CA2026-10-22
Forum Financial Management, LP
5,417$1.9M0.0%ETFLowLombard, IL2026-10-16
CFS Investment Advisory Services, LLC
5,409$1.9M0.1%ETFMediumTotowa, NJ2026-10-19
True North Advisors, LLC
5,399$1.9M0.1%CoreMediumDallas, TX2026-10-22
Private Management Group Inc
5,396$1.9M0.1%YieldLowIrvine, CA2026-11-04
Larson Financial Group LLC
5,384$1.9M0.0%GrowthLowSt Louis, MO2026-11-05
SeaCrest Wealth Management, LLC
5,369$1.9M0.2%GrowthLowPurchase, NY2026-10-21
Olistico Wealth, LLC
5,349$1.9M0.8%GrowthVery LowTulsa, OK2026-10-05
Versant Capital Management, Inc
5,295$1.9M0.2%GARPLowPhoenix, AZ2026-10-02
Midwest Trust Co
5,294$1.9M0.0%CoreLowOverland Park, KS2026-10-22
Forvis Mazars Wealth Advisors, LLC
5,217$1.8M0.0%ETFVery LowSpringfield, MO2026-10-13
Wealthcare Advisory Partners LLC
5,209$1.8M0.0%ETFLowWest Chester, PA2026-10-21
Prairie Advisory, LLC
5,104$1.8M0.2%ETFN/ALeawood, KS2026-10-19
Avidian Wealth Enterprises, LLC
5,097$1.8M0.1%ETFLowHouston, TX2026-10-08
Sloy Dahl & Holst, LLC
5,067$1.8M0.3%Agg GrowthVery LowVancouver, WA2026-10-14
Annex Advisory Services, LLC
5,015$1.8M0.0%GrowthHighBrookfield, WI2026-10-16
Physician Wealth Advisors, Inc.
4,965$1.7M0.2%ETFMediumMidvale, UT2026-10-20
GSG Advisors LLC
4,952$1.7M0.4%ETFVery LowMount Laurel, NJ2026-11-03
Calder Financial LLC
4,886$1.7M1.6%ETFLowDowningtown, PA2026-10-13
Lodestone Wealth Management LLC
4,874$1.7M0.6%CoreLowSpokane, WA2026-10-14
Eagle Strategies LLC
4,859$1.7M0.2%ETFLowNew York, NY2026-10-16
MGO One Seven LLC
4,852$1.7M0.0%GrowthLowBeachwood, OH2026-10-28
Manuka Financial, LLC
4,837$1.7M0.8%ETFVery LowRichmond, VA2026-10-16
Tsfg, LLC
4,828$1.7K0.0%ETFLowLake Forest, IL2026-10-23
Gill Capital Partners, LLC
4,765$1.7M0.5%ETFLowDenver, CO2026-10-13
EnRich Financial Partners LLC
4,712$1.7M0.4%ETFVery LowMadison, WI2026-10-21
Pathway Financial Advisors LLC
4,651$1.6M0.2%ETFLowSouth Burlington, VT2026-10-07
Capital Investment Advisors, LLC
4,641$1.6M0.0%CoreLowAtlanta, GA2026-10-22
Key FInancial Inc
4,641$1.6M0.3%ETFLowWest Chester, PA2026-11-02
Perigon Wealth Management, LLC
4,638$1.6M0.0%GrowthLowSan Francisco, CA2026-10-22
Bokf, NA
4,613$1.6M0.0%CoreLowTulsa, OK2026-10-27
Advocate Investing Services LLC
4,600$1.6M1.3%ETFLowWoodbine, MD2026-10-26
Summit Wealth Group LLC / Co
4,580$1.6M0.1%ETFHighColorado Springs, CO2026-10-29
CWA Asset Management Group, LLC
4,572$1.6M0.0%CoreMediumNaples, FL2026-10-19
Nicholas Hoffman & Company, Llc.
4,538$1.6M0.0%ETFVery LowAtlanta, GA2026-10-30
Barrett & Company, Inc.
4,525$364.2K0.1%ETFLowProvidence, RI2026-10-22
Lloyd Advisory Services, Llc.
4,466$1.6M0.6%ETFVery HighSuwanee, GA2026-11-02
MontVue Capital Management, Inc.
4,407$1.6M0.9%ETFVery LowLynchburg, VA2026-10-19
Appleton Partners Inc
4,403$1.5K0.0%GrowthLowBoston, MA2026-10-30
Anchor Capital Advisors LLC
4,361$1.5M0.0%ValueMediumBoston, MA2026-11-05
Destiny Wealth Partners, LLC
4,348$1.5M0.2%ETFMediumTavares, FL2026-11-05
Sagespring Wealth Partners, LLC
4,340$1.5M0.0%ETFLowFranklin, TN2026-10-22
Bernardo Wealth Planning LLC
4,320$1.5M0.1%ETFVery LowHarleysville, PA2026-10-23
Robertson Stephens Wealth Management, LLC
4,310$1.5M0.0%ETFMediumSan Francisco, CA2026-10-16
Merited Wealth, LLC
4,287$1.5M1.0%ETFMediumNorth Bay Village, FL2026-10-13
Wedbush Securities Inc
4,281$1.5K0.0%CoreLowPasadena, CA2026-10-22
Ted Buchan & Co
4,203$1.5M0.5%ETFLowSan Diego, CA2026-10-23
West Wealth Group, LLC
4,185$1.5M0.2%ETFMediumIrvine, CA2026-10-14
Berkshire Money Management, Inc.
4,161$1.5M0.1%ETFMediumDalton, MA2026-10-21
Sigma Planning Corp
3,999$1.4M0.0%GrowthMediumAnn Arbor, MI2026-10-23
LEE Danner & Bass Inc
3,985$1.4M0.1%ValueVery LowNashville, TN2026-10-27
David J Yvars Group
3,845$1.4M0.6%GrowthLowUniversity Park, FL2026-10-09
Fiduciary Advisors, Inc.
3,807$1.3M0.9%ETFLowSt. Louis, MO2026-10-16
Seven Post Investment Office LP
3,800$1.3M0.4%YieldVery LowSan Francisco, CA2026-10-26
Tenzing Financial LLC
3,771$1.3M0.9%ETFVery LowWilliamsburg, VA2026-11-03
Aspen Wealth Management LLC
3,754$1.3M0.2%ETFLowFort Worth, TX2026-10-14
Madrid Wealth Management, LLC
3,717$1.3M0.8%ETFLowAlbuquerque, NM2026-10-23
StoneX Group Inc.
3,703$1.3M0.0%ETFMediumNew York, NY2026-11-03
Entrewealth, LLC
3,694$1.3M0.5%ETFLowAustin, TX2026-10-14
Abacus Planning Group, Inc.
3,667$1.3M0.2%ETFLowColumbia, SC2026-11-02
Valley Forge Investment Consultants Inc ADV
3,637$1.3M0.3%ETFVery LowAudubon, PA2026-11-03
Life Planning Partners, Inc
3,565$1.3M1.0%ETFVery LowJacksonville, FL2026-10-28
Quadcap Wealth Management, LLC
3,529$1.2M0.1%ETFLowFrisco, TX2026-11-02
Tranquility Partners, LLC
3,523$1.2M0.4%CoreLowBrentwood, TN2026-10-20
Stevens Capital Partners
3,507$1.2M0.2%ETFVery LowOmaha, NE2026-10-29
High Net Worth Advisory Group LLC
3,504$1.2M0.3%ETFVery LowNaples, FL2026-10-26
Johnson Bixby & Associates, LLC
3,501$1.2M0.1%ETFMediumVancouver, WA2026-10-14
Laurel OAK Wealth Management, LLC
3,466$1.2M0.2%GrowthLowMarlton, NJ2026-10-19
Fairman Group, LLC
3,445$1.2M0.9%ETFLowChesterbrook, PA2026-10-26
Morton Capital Management LLC
3,445$1.2M0.1%ETFVery LowCalabasas, CA2026-10-23
Oakworth Capital, Inc.
3,435$1.2M0.1%ETFLowBirmingham, AL2026-10-26
Cypress Wealth Services, LLC
3,427$1.2M0.1%ETFLowPalm Desert, CA2026-10-21
Interchange Capital Partners, LLC
3,422$1.2M0.2%GrowthLowPittsburgh, PA2026-10-28
KW Wealth Management LLC
3,402$1.2M0.9%CoreVery LowSacramento, CA2026-10-28
Meridian Wealth Management, LLC
3,335$1.2M0.0%GrowthLowLexington, KY2026-11-05
Essex Bank
3,332$1.2M0.2%CoreLowEssex, CT2026-10-16
WealthPlan Investment Management, LLC
3,326$1.2M0.1%GrowthMediumOmaha, NE2026-10-15
Spire Wealth Management
3,304$1.2M0.0%GrowthMediumMclean, VA2026-10-30
WealthTrust Asset Management, LLC
3,300$1.2M0.6%GARPMediumDestin, FL2026-10-22
Journey Beyond Wealth, LLC
3,292$1.2M0.9%ETFLowRoswell, GA2026-11-04
RHS Financial, LLC
3,255$1.1M0.4%ETFMediumSan Francisco, CA2026-10-13
Pachira Investments Inc.
3,243$1.1M0.4%ETFLowDana Point, CA2026-10-14
Golden Bell Financial Planning LLC
3,196$1.1M0.8%ETFVery LowAlpharetta, GA2026-11-02
Primoris Wealth Advisors, LLC
3,153$1.1M0.5%GrowthMediumNorth Palm Beach, FL2026-10-28
Silverlake Wealth Management LLC
3,120$1.1M0.2%ETFLowWilliston, VT2026-10-21
Verdence Capital Advisors LLC
3,103$1.1M0.0%CoreMediumHunt Valley, MD2026-10-26
Atwater Malick LLC
3,098$1.1M0.2%CoreLowLancaster, PA2026-10-15
Moisand Fitzgerald Tamayo, LLC
3,093$1.1M0.1%ETFVery LowOrlando, FL2026-10-15
Focus Financial Network, Inc.
3,079$1.1M0.0%ETFLowMinneapolis, MN2026-10-14
Rodgers & Associates, LTD
3,067$1.1M0.1%ETFVery LowLancaster, PA2026-10-20
Evergreen Capital Management LLC
3,043$1.1M0.0%GARPMediumBellevue, WA2026-10-23
Canvas Wealth Advisors, LLC
3,004$1.1M0.1%GrowthLowShawnee, KS2026-11-02
Elwood & Goetz Wealth Advisory Group, LLC
2,989$1.1M0.1%ETFLowAthens, GA2026-10-28
Sowell Financial Services LLC
2,978$1.0M0.0%CoreLowNorth Little Rock, AR2026-10-23
Ferguson Wellman Capital Management, Inc
2,958$1.0M0.0%CoreLowPortland, OR2026-10-05
Grandfield & Dodd, LLC
2,955$1.0M0.1%CoreVery LowNew York, NY2026-10-29
Breakwater Investment Management
2,939$1.0M0.3%ETFLowSeattle, WA2026-10-20
Carnegie Investment Counsel
2,922$1.0M0.0%CoreLowPepper Pike, OH2026-10-20
Trust Co of Vermont
2,920$1.0M0.0%CoreVery LowBrattleboro, VT2026-10-21
GEN Financial Management, Inc.
2,904$1.0M0.6%ETFLowPlymouth, MN2026-10-13
Breakwater Capital Group
2,876$1.0M0.1%ETFLowParamus, NJ2026-10-09
Old Mission Investment Co LLC
2,868$1.0M0.2%ETFLowTraverse City, MI2026-10-22
Acorn Financial Advisory Services Inc
2,857$1.0M0.1%ETFMediumReston, VA2026-11-02
Clarity Capital Advisors, LLC
2,852$1.0M0.4%ETFVery LowLakewood Ranch, FL2026-10-27
Equity Wealth Partners, LLC
2,840$999.4K0.3%ETFVery LowIndependence, MO2026-10-26
Traphagen Investment Advisors LLC
2,834$997.2K0.1%ETFLowOradell, NJ2026-10-14
Quartz Partners, LLC
2,813$989.8K0.3%GARPMediumSaratoga Springs, NY2026-11-03
Values Added Financial LLC
2,801$985.5K0.3%ETFLowWashington, DC2026-10-28
RCS Financial Planning, LLC
2,781$978.5K0.5%ETFMediumAnnapolis, MD2026-10-14
Opus Capital Group, LLC
2,764$9730.0%ETFVery LowCincinnati, OH2026-10-30
Dynamic Advisor Solutions LLC
2,757$970.2K0.0%ETFLowPhoenix, AZ2026-10-13
Root Financial Partners, LLC
2,735$962.2K0.0%ETFMediumEncinitas, CA2026-10-21
CGC Financial Services, LLC
2,731$960.9K0.2%ETFLowLake Oswego, OR2026-10-13
Fee-Only Financial Planning, L.C.
2,705$951.7K0.5%ETFVery LowOkatie, SC2026-10-23
Compass Ion Advisors, LLC
2,695$948.2K0.1%ETFVery LowConshohocken, PA2026-10-23
Bailard, Inc.
2,648$931.7K0.0%GrowthMediumFoster City, CA2026-10-13
Goldstein Advisors, LLC
2,638$928.2K0.1%ETFMediumMadison, WI2026-10-15
City State Bank
2,630$925.4K0.2%GrowthVery LowNorwalk, IA2026-10-20
Rockwood Wealth Management, LLC
2,610$918.5K0.1%ETFVery LowNew Hope, PA2026-10-27
Grandview Asset Management LLC
2,608$917.8K0.3%Agg GrowthLowHarrisburg, PA2026-10-19
Apollon Financial, LLC
2,563$901.8K0.1%ETFVery LowMount Pleasant, SC2026-10-23
Arista Wealth Management, LLC
2,546$895.8K0.1%ETFMediumLas Vegas, NV2026-10-29
Clearview Wealth Management LLC
2,519$903.8K0.7%ETFLowIrvine, CA2026-10-16
RDA Financial Network
2,511$883.6K0.2%GrowthMediumAkron, IA2026-10-15
Signature Estate & Investment Advisors LLC
2,502$880.2K0.0%ETFMediumLos Angeles, CA2026-10-13
Sovran Advisors, LLC
2,485$881.5K0.1%ETFMediumSan Diego, CA2026-11-02
Embree Financial Group
2,456$864.3K0.1%ETFLowChicago, IL2026-10-22
Lpwm LLC
2,454$863.4K0.2%ETFMediumMinneapolis, MN2026-10-20
Facet Wealth, Inc.
2,450$862.1K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Walkner Condon Financial Advisors LLC
2,437$857.5K0.1%ETFLowVerona, WI2026-11-02
Apollon Wealth Management, LLC
2,433$856.0K0.0%GrowthLowMount Pleasant, SC2026-10-23
Wealth Enhancement Trust Services, Inc.
2,431$855.3K0.1%GrowthMediumSioux Falls, SD2026-10-07
Define Financial, LLC
2,421$851.9K0.4%ETFVery LowSan Diego, CA2026-10-14
XY Planning Network, Inc.
2,418$850.8K0.1%ETFLowBozeman, MT2026-10-14
Fullerton Advisors, LLC
2,414$849.4K0.8%ETFLowDanville, CA2026-10-14
CGN Advisors LLC
2,410$848.0K0.1%ETFLowManhattan, KS2026-10-21
Riversedge Advisors, LLC
2,405$846.1K0.1%ETFMediumWilmington, DE2026-10-09
Foster Group, Inc.
2,405$846.3K0.0%ETFVery LowUrbandale, IA2026-10-13
MBM Wealth Consultants, LLC
2,395$842.7K0.2%ETFVery LowChesterfield, MO2026-10-20
Bay Capital Advisors, LLC
2,358$829.5K0.4%ETFLowVirginia Beach, VA2026-10-16
Gateway Investment Advisers LLC
2,356$829.0K0.0%GrowthLowCincinnati, OH2026-10-13
United Asset Strategies, Inc.
2,356$828.9K0.1%GrowthLowGarden City, NY2026-10-28
Rockland Trust Co
2,355$828.6K0.0%CoreLowHanover, MA2026-10-05
Grimes & Co Wealth Management, LLC
2,350$826.9K0.0%CoreLowWestborough, MA2026-10-29
Triad Wealth Partners, LLC
2,349$826.6K0.0%ETFMediumLawrence, KS2026-10-26
Salomon & Ludwin, LLC
2,325$818.1K0.1%ETFVery LowRichmond, VA2026-10-29
Beacon Financial Strategies Corp
2,289$805.4K0.4%ETFVery LowRaleigh, NC2026-10-14
Essex LLC
2,281$802.6K0.1%ETFLowDeer Park, IL2026-10-14
Old National Bancorp
2,280$802.2K0.0%CoreLowEvansville, IN2026-10-20
Keystone Wealth Services, LLC
2,280$803.2K0.1%ETFHighPalm Desert, CA2026-11-03
RFG Advisory, LLC
2,252$792.5K0.0%ETFMediumBirmingham, AL2026-11-03
Associated Banc-Corp
2,244$789.6K0.0%CoreLowGreen Bay, WI2026-10-30
AWM Capital, LLC
2,224$782.5K0.1%ETFLowPhoenix, AZ2026-10-16
BetterWealth, LLC
2,208$776.8K0.1%ETFVery LowSan Jose, CA2026-10-15
Amicus Financial Advisors, LLC
2,197$773.1K0.2%ETFLowLubbock, TX2026-11-03
Norden Group LLC
2,183$768.1K0.1%GrowthMediumProvo, UT2026-10-20
71 West Capital Partners
2,180$767.0K0.0%IndexVery LowBoston, MA2026-11-04
FF Advisors,LLC
2,169$763.2K0.3%ETFLowManhattan Beach, CA2026-10-21
Cypress Capital Group
2,155$758.2K0.1%CoreLowPalm Beach, FL2026-11-03
Western Financial Corp
2,146$755.1K0.3%MomentumHighSan Diego, CA2026-10-14
New England Private Wealth Advisors LLC
2,139$752.7K0.1%ETFVery LowWellesley, MA2026-10-19
Cathy Pareto & Associates, Inc
2,134$751.0K0.4%ETFLowCoral Gables, FL2026-10-15
Rinkey Investments
2,110$742.4K0.2%ETFLowSan Diego, CA2026-10-28
Winthrop Advisory Group LLC
2,094$736.9K0.0%ETFVery LowBoston, MA2026-10-22
Rezny Wealth Management, Inc.
2,087$734.3K0.1%ETFLowFort Myers, FL2026-10-15
CPC Advisors, LLC
2,079$731.5K0.1%ETFMediumAtlanta, GA2026-10-21
Portland Financial Advisors Inc
2,071$728.7K1.3%ETFVery LowPort Washington, NY2026-10-26
Ballast Financial Advisors LLC
2,060$724.9K0.7%ETFVery LowWest Chester, PA2026-10-26
Relyea Zuckerberg Hanson LLC
2,058$724.0K0.1%ETFLowStamford, CT2026-10-20
Brookstone Capital Management
2,046$719.8K0.0%ETFMediumWheaton, IL2026-10-22
Signal Advisors Wealth, LLC
2,044$719.3K0.0%ETFLowDetroit, MI2026-10-13
Envision Financial LLC
2,003$704.9K0.3%ETFLowBrookfield, WI2026-10-15
Karnit Road Accident Victims Compensation Fund
1,950$686.1K0.4%ETFN/ATel-Aviv, Luxembourg2026-11-04
Bensler, LLC
1,948$685.4K0.1%MomentumMediumBellevue, WA2026-11-05
Mesirow Financial Investment Management, Inc.
1,942$683.4K0.0%CoreLowChicago, IL2026-11-05
Advantage Trust Co
1,930$679.1K0.2%ETFVery LowSalina, KS2026-10-19
SMI Advisory Services, LLC
1,919$689.3K0.1%ETFMediumColumbus, IN2026-10-13
Slow Capital, Inc.
1,902$669.2K0.1%Agg GrowthLowGreenbrae, CA2026-10-23
Certuity, LLC
1,897$667.5K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Burk Holdings LLC
1,877$660.4K0.2%ETFVery LowTulsa, OK2026-11-05
Heritage Family Offices, LLP
1,855$652.7K0.2%GrowthHighScottsdale, AZ2026-11-02
Waters Parkerson & Co., LLC
1,844$648.7K0.0%CoreVery LowNew Orleans, LA2026-11-04
IFG Advisors, LLC
1,826$642.5K0.1%ETFVery LowSt. Louis, MO2026-10-15
PUREfi Wealth, LLC
1,807$635.8K0.3%GrowthMediumBoston, MA2026-10-19
Hazlett, Burt & Watson, Inc.
1,804$6380.0%CoreVery LowWheeling, WV2026-11-04
Eastern Bank
1,780$626.3K0.0%GrowthMediumBoston, MA2026-10-05
Aletheian Wealth Advisors LLC
1,771$623.1K0.3%ETFVery LowBellevue, WA2026-10-08
CoreCap Advisors, LLC
1,765$621.2K0.0%ETFMediumSouthfield, MI2026-10-08
Cherry Tree Wealth Management, LLC
1,763$620.3K0.1%ETFVery LowMinnetonka, MN2026-10-15
Junk Investment Group, LLC
1,763$620.3K0.3%ETFVery LowHunt Valley, MD2026-10-19
Flagship Wealth Advisors, LLC
1,753$616.8K0.1%ETFLowWakefield, MA2026-11-03
Weaver Consulting Group
1,742$612.9K0.1%ETFLowHuntington Beach, CA2026-10-07
Private Trust Co NA
1,688$593.9K0.0%CoreLowCleveland, OH2026-10-20
LongView Wealth Management
1,677$590.1K0.1%ETFLowAtlanta, GA2026-10-19
Stenger Family Office, LLC
1,673$600.3K0.1%GrowthMediumNaperville, IL2026-10-22
ETF Store, Inc.
1,670$587.5K0.5%ETFVery LowOverland Park, KS2026-10-19
Retirement Planning Co of New England, Inc.
1,654$581.8K0.2%CoreLowWarwick, RI2026-10-15
IFC & Insurance Marketing, Inc.
1,613$567.6K0.5%ETFHighAuburn, CA2026-10-16
Moss Adams Wealth Advisors LLC
1,613$567.5K0.0%ETFLowSeattle, WA2026-10-28
Mitchell Capital Management Co
1,595$561.2K0.1%MomentumMediumLeawood, KS2026-10-29
Strategic Blueprint, LLC
1,590$559.4K0.0%ETFLowAtlanta, GA2026-10-22
True Link Financial Advisors, LLC
1,583$557.0K0.0%ETFLowSan Francisco, CA2026-10-27
PKS Advisory Services, LLC
1,579$542.9K0.1%ETFMediumAlbany, NY2026-10-26
M.E. Allison & Co., Inc.
1,578$555.1K0.3%CoreLowSan Antonio, TX2026-10-09
Highland Capital Management, LLC
1,560$548.9K0.0%GrowthMediumMemphis, TN2026-10-26
Yoder Wealth Management, Inc.
1,555$547.1K0.2%ETFLowWalnut Creek, CA2026-10-13
GreatBanc Trust Co
1,538$541.1K0.3%ETFLowLisle, IL2026-11-04
Pinnacle Wealth Planning Services, Inc.
1,537$540.7K0.1%GARPLowMansfield, OH2026-10-27
White Lighthouse Investment Management Inc.
1,535$540.0K0.1%ETFVery LowBedford, MA2026-10-21
First Financial Bank - Trust Division
1,529$538.0K0.0%CoreLowHamilton, OH2026-10-01
Index Fund Advisors, Inc.
1,495$525.9K0.0%ETFVery LowIrvine, CA2026-11-05
Gerber Kawasaki Wealth & Investment Management
1,495$526.2K0.0%ETFLowSanta Monica, CA2026-10-29
Indivisible Partners
1,494$525.7K0.0%GrowthMediumClearwater, FL2026-10-26
Legacy Financial Group, Inc.
1,493$525.3K0.1%ETFLowTulsa, OK2026-10-21
Oak Harvest Investment Services
1,485$522.5K0.0%GrowthMediumHouston, TX2026-10-20
Delta Financial Advisors LLC
1,484$522.2K0.1%CoreVery LowMetairie, LA2026-10-27
Stanley-Laman Group, Ltd.
1,469$517.0K0.1%GrowthMediumBerwyn, PA2026-10-20
Woodward Financial Advisors, Inc.
1,465$515.5K0.2%ETFVery LowChapel Hill, NC2026-10-19
Verus Capital Partners, LLC
1,449$509.9K0.0%GrowthLowScottsdale, AZ2026-11-03
Hudson Oak Wealth Advisory LLC
1,446$508.8K0.4%ETFVery LowHoboken, NJ2026-10-16
Beacon Wealthcare LLC
1,445$508.4K0.2%ETFVery LowRaleigh, NC2026-10-02
Abacus Wealth Partners, LLC
1,443$507.7K0.1%ETFLowSanta Monica, CA2026-11-03
Indiana Trust & Investment Management Co
1,441$507.0K0.1%GrowthLowMishawaka, IN2026-10-22
Gradient Investments LLC
1,436$505.3K0.0%CoreMediumArden Hills, MN2026-10-08
Financial Futures Ltd Liability Co.
1,425$501.3K0.2%ETFLowBrielle, NJ2026-10-13
Claro Advisors Inc.
1,412$496.8K0.0%CoreLowBoston, MA2026-11-02
Archvest Wealth Advisors, Inc.
1,409$495.6K0.2%ETFLowConcord, CA2026-10-29
Factor Wealth Management LTD
1,404$494.2K0.1%ETFLowChicago, IL2026-10-08
Graves Light Lenhart Wealth, Inc.
1,395$490.7K0.0%ETFVery LowHarrisonburg, VA2026-10-09
My Personal CFO, LLC
1,391$489.3K0.2%ETFHighVancouver, WA2026-10-14
Acima Private Wealth, LLC
1,380$485.6K0.1%ETFVery LowRichmond, VA2026-10-05
Redwood Financial Network Corp
1,363$479.6K0.3%ETFLowSolon, OH2026-11-03
Oak Asset Management, LLC
1,361$478.9K0.2%CoreVery LowWestlake Village, CA2026-10-13
HUB Investment Partners, LLC
1,347$473.8K0.0%GrowthLowAustin, TX2026-11-03
Quadrant Private Wealth Management, LLC
1,345$473.2K0.1%GrowthLowCenter Valley, PA2026-11-04
Y-Intercept (Hong Kong) Ltd
1,330$468.0K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Asset Dedication, LLC
1,322$465.0K0.0%ETFLowSan Francisco, CA2026-11-03
First Heartland Consultants, Inc.
1,318$463.7K0.0%ETFMediumLake St. Louis, MO2026-10-08
Beese Fulmer Investment Management, Inc.
1,317$463.4K0.0%CoreLowCanton, OH2026-10-23
BKM Wealth Management, LLC
1,313$462.0K0.1%GrowthLowBrookfield, WI2026-10-22
Principle Wealth Partners LLC
1,310$461.1K0.0%CoreVery LowMadison, CT2026-11-02
Prime Capital Investment Advisors, LLC
1,307$459.9K0.0%ETFLowOverland Park, KS2026-10-20
Trust Co of the South
1,298$456.7K0.1%ETFLowGreensboro, NC2026-10-21
Creative Financial Designs Inc
1,293$454.9K0.0%ETFMediumKokomo, IN2026-11-04
Wedgewood Investors Inc
1,287$452.8K0.5%CoreLowErie, PA2026-10-28
Griffith & Werner, Inc.
1,279$450.0K0.2%ValueMediumCanton, GA2026-11-04
Tanager Wealth Management LLP
1,255$441.6K0.0%ETFLowGoring On Thames, United Kingdom2026-10-19
Greenwood Capital Associates LLC
1,250$439.8K0.0%CoreMediumGreenwood, SC2026-10-27
Crescent Grove Advisors, LLC
1,246$438.4K0.0%ETFLowLake Forest, IL2026-10-21
Fifth Third Wealth Advisors LLC
1,230$432.6K0.0%IndexVery LowCincinnati, OH2026-10-22
KFA Private Wealth Group, LLC
1,221$429.6K0.1%ETFLowTysons, VA2026-10-07
Barlow Wealth Partners, LLC
1,220$438.7K0.0%CoreMediumLouisville, KY2026-10-15
SkyOak Wealth, LLC
1,217$428.2K0.1%ETFLowSouthfield, MI2026-10-28
Wealth Dimensions Group, Ltd.
1,214$427.1K0.1%ETFLowCincinnati, OH2026-11-02
BridgePort Financial Solutions, LLC
1,212$426.4K0.1%ETFLowFairfield, IA2026-11-02
Global Wealth Strategies & Associates
1,209$425.4K0.1%ETFLowDenver, CO2026-10-02
MassMutual Private Wealth & Trust, FSB
1,209$425.4K0.0%CoreLowSpringfield, MA2026-10-05
Ironsides Asset Advisors, LLC
1,200$422.2K0.1%ETFVery LowRocky Mount, NC2026-10-20
Courage Miller Partners, LLC
1,187$417.6K0.1%ETFVery LowNorfolk, VA2026-10-21
Carret Asset Management, LLC
1,179$414.8K0.0%CoreVery LowNew York, NY2026-11-04
Detalus Advisors, LLC
1,179$414.8K0.1%ETFLowSt. Louis, MO2026-10-15
Stone Loft Wealth Management LLC
1,171$411.9K0.2%ETFLowWest Chester, PA2026-11-03
Goelzer Investment Management, Inc.
1,162$408.9K0.0%GrowthLowCarmel, IN2026-10-16
Peterson Wealth Advisors, LLC
1,154$406.1K0.0%ETFLowOrem, UT2026-10-08
Droms Strauss Advisors Inc
1,150$404.6K0.1%ETFLowSt. Louis, MO2026-11-03
Revolve Wealth Partners, LLC
1,140$401.0K0.0%ETFVery LowHackensack, NJ2026-10-23
Regions Financial Corp
1,133$398.6K0.0%CoreLowBirmingham, AL2026-11-05
Integrity Alliance, Llc.
1,127$396.6K0.0%ETFMediumUrbandale, IA2026-10-29
Ares Financial Consulting, LLC
1,125$395.8K0.3%CoreLowCalabasas, CA2026-10-19
Magnus Financial Group LLC
1,118$393.3K0.0%ETFLowNew York, NY2026-10-21
Newton One Investments LLC
1,117$393.0K0.1%ETFVery LowNewark, DE2026-10-14
Prosperity Planning, Inc.
1,102$387.7K0.1%ETFVery LowNorth Kansas City, MO2026-10-09
Maia Wealth LLC
1,102$387.9K0.1%ETFMediumDenver, CO2026-10-19
Crescent Sterling, Ltd.
1,100$387.0K0.3%CoreLowMetairie, LA2026-10-16
Meridian Financial Advisors, LLC
1,100$387.0K0.2%ETFVery LowHolliston, MA2026-10-14
Altiora Financial Group, LLC
1,100$387.0K0.1%ETFLowLebanon, OH2026-11-04
Creekside Partners
1,089$383.2K0.1%ETFVery LowPetaluma, CA2026-11-04
Blvd Private Wealth, LLC
1,085$381.8K0.3%CoreMediumProspect, KY2026-10-14
Town Capital LLC
1,079$379.6K0.2%ETFHighBel Air, MD2026-11-03
Confluence Wealth Services, Inc.
1,078$379.3K0.0%ETFVery LowMcmurray, PA2026-11-05
BlueChip Wealth Advisors LLC
1,072$377.2K0.1%ETFMediumMilton, GA2026-11-03
Piscataqua Savings Bank
1,067$375.4K0.3%CoreVery LowPortsmouth, NH2026-10-21
Integrity Advisory Solutions, LLC
1,063$374.0K0.0%ETFMediumDallas, TX2026-10-29
William Howard & Co Financial Advisors Inc
1,059$372.8K0.3%ETFVery LowMemphis, TN2026-11-04
Ascent Group, LLC
1,057$371.9K0.0%CoreLowVirginia Beach, VA2026-10-30
Polaris Financial Partners
1,050$3720.2%GrowthN/AWesterville, OH2026-10-02
Wealthcare Capital Management LLC
1,050$369.4K0.0%ETFVery LowRichmond, VA2026-10-21
SBI Securities Co., Ltd.
1,049$369.1K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Titleist Asset Management, LLC
1,048$368.9K0.0%ETFLowSan Antonio, TX2026-10-08
Summit Global Investments
1,037$3650.0%CoreMediumBountiful, UT2026-10-28
Next Level Private LLC
1,034$363.8K0.1%CoreVery LowHarrison, NY2026-10-20
Prospect Financial Group LLC
1,029$362.2K0.3%ETFVery LowArlington, VA2026-11-05
Heritage Investors Management Corp
1,026$3610.0%CoreVery LowBethesda, MD2026-10-29
Calamos Wealth Management LLC
1,024$360.3K0.0%GrowthMediumNaperville, IL2026-11-02
Allodium Investment Consultants, LLC
1,018$358.2K0.1%ETFVery LowMinneapolis, MN2026-10-14
Physician Wealth Solutions Inc.
1,015$357.1K0.1%ETFLowNorth Las Vegas, NV2026-10-14
Lazari Capital Management, Inc.
1,014$356.7K0.1%GrowthLowBurbank, CA2026-10-20
Financial Synergies Wealth Advisors, Inc.
1,012$356.1K0.0%ETFVery LowHouston, TX2026-10-16
Smith Salley Wealth Management
1,004$353.4K0.0%GrowthLowGreensboro, NC2026-11-03
Coquina Private Wealth LLC
1,000$351.9K0.2%ETFVery LowPort Charlotte, FL2026-10-27
CMH Wealth Management LLC
1,000$351.9K0.1%GrowthLowPortsmouth, NH2026-10-22
Avestar Capital, LLC
1,000$351.9K0.0%GrowthLowNew York, NY2026-10-28
Riverwater Partners LLC
986$346.9K0.1%ValueMediumMilwaukee, WI2026-11-03
TCP Asset Management, LLC
984$349.3K0.0%ETFLowUpper Arlington, OH2026-10-14
Gamma Investing LLC
983$345.9K0.0%IndexVery LowFoster City, CA2026-10-08
Willow Creek Wealth Management Inc.
975$343.1K0.0%ETFVery LowSebastopol, CA2026-10-26
Onyx Bridge Wealth Group LLC
972$342.0K0.0%ETFMediumTarrytown, NY2026-10-16
Grey Fox Wealth Advisors, LLC
965$339.5K0.1%ETFLowRockland, DE2026-11-03
JFS Wealth Advisors, LLC
963$338.7K0.0%ETFVery LowHermitage, PA2026-11-03
Shayne & Jacobs, LLC
960$337.8K0.1%ValueVery LowNashville, TN2026-10-21
Green Ridge Wealth Planning LLC
960$337.8K0.1%ETFMediumMontville, NJ2026-10-08
TSA Wealth Managment LLC
952$335.0K0.1%ETFMediumHouston, TX2026-10-22
IFP Advisors, Inc
949$333.9K0.0%GrowthLowTampa, FL2026-10-16
Dynamic Financial Group
945$332.4K0.2%ETFLowCedar Falls, IA2026-10-28
Aerodigm Wealth, LLC
945$332.5K0.1%ETFLowLake Oswego, OR2026-10-16
Tradewinds Capital Management, LLC
945$332.5K0.1%ETFVery HighBellingham, WA2026-10-23
Guild Investment Management, Inc.
944$332.1K0.2%GARPMediumWestlake Village, CA2026-11-03
Waller Financial Planning Group, Inc
943$331.9K0.1%ETFMediumColumbus, OH2026-10-07
Arbor Investment Advisors, LLC
939$330.4K0.0%ETFVery LowWinston Salem, NC2026-10-26
Angeles Wealth Management, LLC
934$328.6K0.0%ETFLowSanta Monica, CA2026-10-26
Valtinson Bruner Financial Planning LLC
928$326.5K0.1%ETFLowNew Brighton, MN2026-11-02
Elevated Financial Group LLC
927$326.2K0.1%ETFMediumIndianapolis, IN2026-10-16
Mallini Complete Financial Planning LLC
925$325.5K0.2%ETFMediumGainesville, FL2026-10-06
Occidental Asset Management, LLC
924$325.1K0.0%GrowthLowBurlingame, CA2026-11-05
Elevation Point Wealth Partners, LLC
917$322.5K0.0%CoreHighDenver, CO2026-11-05
Global Assets Advisory, LLC
910$325.1K0.1%GrowthHighOrlando, FL2026-10-28
Certified Advisory Corp
901$316.9K0.0%ETFLowAltamonte Springs, FL2026-10-29
Csenge Advisory Group
900$316.6K0.0%ETFMediumClearwater, FL2026-11-04
Clayton Financial Group LLC
899$316.3K0.2%ETFLowSt. Louis, MO2026-10-13
SmartHarvest Portfolios, LLC
899$316.3K0.1%GrowthLowSeattle, WA2026-10-26
Briaud Financial Planning Inc
894$314.6K0.1%ETFLowCollege Station, TX2026-10-20
Successful Portfolios LLC
886$316.9K0.1%CoreVery LowClearwater, FL2026-10-09
Welch & Forbes LLC
884$311.0K0.0%CoreVery LowBoston, MA2026-11-04
Connecticut Wealth Management, LLC
881$310.0K0.0%ETFLowFarmington, CT2026-10-13
Koshinski Asset Management, Inc.
881$310.0K0.0%ETFLowDecatur, IL2026-10-29
Western Pacific Wealth Management, LP
875$308.0K0.3%GrowthLowLake Forest, IL2026-10-16
Horst & Graben Wealth Management LLC
870$306.0K0.0%ETFMediumPortland, OR2026-11-02
TL Private Wealth
868$311.8K0.1%ETFVery LowSouthlake, TX2026-10-13
Sachem Hill LLC
866$304.6K0.1%ETFVery LowDenver, CO2026-10-14
Triumph Capital Management
865$304.2K0.1%ETFMediumDenver, CO2026-10-14
Williams Jones Wealth Management, Llc.
863$303.6K0.0%GrowthLowNew York, NY2026-11-05
Cooper Financial Group
860$302.7K0.0%GrowthMediumIrvine, CA2026-10-07
Haven Private, LLC
858$301.9K0.1%ETFMediumOrlando, FL2026-10-27
Compass Planning Associates Inc
853$300.3K0.2%ETFVery LowGreenfield, MA2026-10-13
Fearless Solutions, LLC dba Best Invest
853$300.3K0.2%ETFLowSan Antonio, TX2026-10-14
NBT Bank, N.A.
853$300.1K0.0%CoreLowNorwich, NY2026-10-21
Cornerstone Management, Inc.
851$299.4K0.0%ETFVery LowDuluth, GA2026-10-16
Thayer Financial, L.L.C.
850$299.7K0.3%ETFMediumHickory, NC2026-10-21
United Advisor Group, LLC
849$298.7K0.0%ETFLowCincinnati, OH2026-11-03
SilverOak Wealth Management LLC
842$296.3K0.0%ETFVery LowEdina, MN2026-10-29
Avion Wealth
835$2930.0%ETFLowThe Woodlands, TX2026-11-04
Noesis Capital Mangement Corp
830$292.1K0.0%CoreVery LowBoca Raton, FL2026-10-26
25 LLC
830$292.2K0.1%ETFLowSt. Louis, MO2026-10-13
Independent Wealth Network Inc.
830$291.9K0.1%ETFMediumUrbandale, IA2026-10-19
MY Wealth Management Inc.
829$291.7K0.2%ETFVery HighGermantown, MD2026-10-21
Cowa, LLC
829$291.7K0.1%ETFMediumTulsa, OK2026-10-30
Aviance Capital Partners, LLC
829$291.7K0.0%CoreLowNaples, FL2026-10-29
EverSource Wealth Advisors, LLC
824$289.9K0.0%CoreMediumBirmingham, AL2026-11-04
Revisor Wealth Management LLC
823$289.6K0.1%CoreLowAkron, OH2026-10-20
Schaeffer Financial LLC
814$286.4K0.2%ETFLowRockville, MD2026-10-23
Schneider Downs Wealth Management Advisors, LP
810$285.0K0.0%ETFVery LowPittsburgh, PA2026-10-27
GC Wealth Management RIA, LLC
810$285.0K0.0%GrowthMediumCambridge, MA2026-11-02
Hopwood Financial Services, Inc.
805$283.2K0.2%ETFLowReston, VA2026-10-29
Verum Partners LLC
805$283.2K0.0%ETFLowCharlotte, NC2026-10-21
Duncker Streett & Co Inc
800$281.5K0.0%GrowthLowSt. Louis, MO2026-10-27
Adkins Seale Capital Management LLC
800$281.5K0.2%CoreVery LowShreveport, LA2026-10-27
Roxbury Financial LLC
796$280.1K0.2%CoreVery LowMount Arlington, NJ2026-10-01
Portside Wealth Group, LLC
792$278.7K0.0%CoreMediumProvo, UT2026-10-20
First Merchants Corp
789$277.6K0.0%GrowthLowMuncie, IN2026-10-15
AAF Wealth Management, LLC
789$277.7K0.1%ETFLowWestborough, MA2026-10-28
Heritage Investment Group, Inc.
787$276.9K0.0%ETFVery LowPompano Beach, FL2026-11-03
Arlington Trust Co LLC
783$275.5K0.0%ETFMediumBirmingham, AL2026-10-20
Oarsman Capital, Inc.
778$273.7K0.0%ETFLowMilwaukee, WI2026-11-05
Goodman Advisory Group, LLC
777$273.4K0.1%GrowthHighNeedham, MA2026-11-02
Mycio Wealth Partners, LLC
777$273.4K0.1%Deep ValueVery LowPhiladelphia, PA2026-11-04
NorthCrest Asset Manangement, LLC
776$277.1K0.0%GrowthLowPlymouth, MN2026-10-13
Visionary Wealth Advisors
772$271.5K0.0%ETFLowO'Fallon, IL2026-11-04
Triune Financial Partners, LLC
763$268.6K0.1%ETFVery LowOverland Park, KS2026-11-03
Salem Investment Counselors Inc
761$267.8K0.0%GrowthVery LowWinston-Salem, NC2026-10-13
Main Street Group, LTD
761$267.8K0.1%ETFMediumGlen Allen, VA2026-10-28
Kanawha Capital Management LLC
758$266.7K0.0%CoreVery LowRichmond, VA2026-10-19
Bryn Mawr Trust Advisors, LLC
757$266.2K0.0%CoreLowPhiladelphia, PA2026-11-04
Landmark Wealth Management, LLC
757$266.4K0.1%ETFVery LowMelville, NY2026-11-03
McKinley Carter Wealth Services, Inc.
757$266.2K0.0%ETFMediumWheeling, WV2026-10-16
Klingman & Associates, LLC
753$264.9K0.0%ETFVery LowNew York, NY2026-10-20
Parisi Gray Wealth Management
747$262.7K0.1%GrowthLowMendham, NJ2026-10-16
Harbor Investment Advisory, LLC
743$261.4K0.0%GrowthLowLutherville, MD2026-10-13
Diversified Portfolios, Inc.
741$260.7K0.0%ETFLowBloomfield Hills, MI2026-11-04
First Citizens Bank & Trust Co
739$260.0K0.0%CoreMediumRaleigh, NC2026-10-14
Sentinel Pension Advisors, LLC
738$259.7K0.0%ETFLowWakefield, MA2026-11-02
Michels Family Financial, LLC
736$259.1K0.2%ETFLowFort Worth, TX2026-11-02
Anson Capital, Inc.
732$257.6K0.2%ETFLowTyrone, GA2026-10-23
Midwest Professional Planners, Ltd.
730$256.9K0.1%GrowthMediumWausau, WI2026-10-29
Avail Investment Partners, LLC
727$255.8K0.2%CoreMediumLemont, PA2026-10-16
Investment Research Partners LLC
727$255.8K0.1%CoreLowLemont, PA2026-10-19
ACT Advisors, Llc.
726$255.5K0.1%ETFMediumAsheville, NC2026-10-15
TTP Investments, Inc.
726$255.3K0.1%Agg GrowthVery HighSan Jose, CA2026-10-30
Southern Financial Group, LLC
725$255.1K0.1%ETFVery LowBirmingham, AL2026-10-30
Acorn Wealth Advisors, LLC
716$251.9K0.1%ETFLowGrand Blanc, MI2026-10-19
Sylvest Advisors, LLC
710$249.9K0.1%ETFMediumDallas, TX2026-10-26
MBA Advisors LLC
704$247.7K0.1%ETFLowHermitage, PA2026-10-29
Braun-Bostich & Associates Inc.
704$247.7K0.1%ETFMediumCanonsburg, PA2026-10-20
Fonville Wealth Management LLC
702$247.0K0.0%ETFVery LowRichmond, VA2026-10-28
Carolina Wealth Management Inc
700$246.3K0.1%ETFN/AGreenville, NC2026-10-29
Folger Nolan Fleming Douglas Capital Management, Inc
697$245.3K0.0%CoreLowWashington, DC2026-10-13
Busey Bank
696$244.9K0.0%GrowthVery LowUrbana, IL2026-10-26
Horizon Wealth Management, LLC
695$244.5K0.0%ETFVery HighLa Grange, IL2026-11-02
Leonard Rickey Investment Advisors P.L.L.C.
694$244.2K0.0%ETFLowYakima, WA2026-10-29
Fragasso Financial Advisors Inc
689$247.3K0.0%ETFLowSewickley, PA2026-10-13
Byrne Asset Management LLC
687$242.1K0.1%CoreLowKingston, NJ2026-10-06
Prevail Innovative Wealth Advisors, LLC
686$246.0K0.0%CoreVery HighLeawood, KS2026-10-20
Bourgeon Capital Management LLC
686$241.4K0.0%CoreMediumDarien, CT2026-10-19
BNC Wealth Management, LLC
677$238.2K0.1%GrowthHighBeaverton, OR2026-10-19
Golden State Wealth Management, LLC
674$237.3K0.0%ETFMediumSanta Ana, CA2026-11-02
Beverly Hills Private Wealth, LLC
672$236.4K0.0%ValueMediumBeverly Hills, CA2026-11-04
Mission Financial Group, LLC
669$235.4K0.2%ETFN/AHonolulu, HI2026-10-21
Everhart Financial Group, Inc.
668$235.1K0.0%ETFLowDublin, OH2026-10-08
DecisionPoint Financial, LLC
667$235.1K0.0%ETFVery LowMesa, AZ2026-10-27
SteelPeak Wealth, LLC
666$234.2K0.0%GrowthHighWoodland Hills, CA2026-10-16
WealthPLAN Partners, LLC
666$234.3K0.0%CoreMediumOmaha, NE2026-10-15
Solstein Capital, LLC
665$234.0K0.1%CoreLowMenlo Park, CA2026-11-02
Rubicon Advisors, GP
664$233.6K0.2%GrowthMediumRedding, CA2026-10-23
Accredited Investor Services, LLC
653$229.8K0.1%ETFVery LowSt. Cloud, MN2026-10-22
Howland Capital Management LLC
650$228.7K0.0%CoreLowBoston, MA2026-10-22
Narus Financial Partners, LLC
650$228.7K0.1%ValueLowSalt Lake City, UT2026-10-19
Able Wealth Management LLC
649$232.1K0.1%ETFMediumToms River, NJ2026-10-13
Woodmont Investment Counsel LLC
647$227.6K0.0%GARPVery LowNashville, TN2026-10-29
Precedent Wealth Partners, LLC
642$225.9K0.0%ETFMediumHouston, TX2026-10-21
Meredith Wealth Planning
636$223.8K0.1%ETFLowMaryville, IL2026-10-14
Telos Capital Management, Inc.
634$223.1K0.0%CoreLowSan Diego, CA2026-11-02
Accredited Investors Inc.
633$222.7K0.0%ETFLowEdina, MN2026-11-03
Kingsman Wealth Management, Inc.
631$222.2K0.1%MomentumMediumPensacola, FL2026-10-13
PFG Advisors
631$222.0K0.0%ETFMediumPhoenix, AZ2026-10-16
Beacon Investment Advisory Services, Inc.
630$221.8K0.0%GrowthLowMorristown, NJ2026-10-13
Clark Asset Management, LLC
630$221.7K0.0%ETFVery LowStratham, NH2026-10-19
Milestone Asset Management Group, LLC
630$221.6K0.1%ETFVery LowAvon, CT2026-10-20
Accurate Wealth Management, LLC
629$225.7K0.0%CoreMediumWesley Chapel, FL2026-10-20
Innovative Wealth Building LLC
626$220.1K0.1%ETFVery LowCalifornia, MD2026-10-14
Dutch Asset Corp
625$219.9K0.1%GrowthMediumSelkirk, NY2026-10-20
Strategic Wealth Investment Group, LLC
621$218.5K0.0%GrowthLowLouisville, KY2026-10-29
Whitegate Investment Counselors, Inc.
619$217.7K0.1%ETFVery LowConcord, NH2026-11-02
SpringVest Wealth Management LLC
616$216.7K0.1%ETFLowDallas, TX2026-10-27
Three Magnolias Financial Advisors, LLC
610$214.6K0.1%ETFLowWinston-Salem, NC2026-10-14
Marquette Asset Management, LLC
607$213.6K0.0%ETFVery LowMinneapolis, MN2026-10-09
Griffin Asset Management, Inc.
603$212.2K0.0%CoreLowNew York, NY2026-10-22
Millennium Capital Advisors, LLC
600$211.1K0.1%GrowthLowLittle Rock, AR2026-10-16
Sound Stewardship, LLC
597$210.1K0.1%ETFVery LowOverland Park, KS2026-10-14
Financial Partners Group, Inc
596$209.5K0.0%ETFLowOverland Park, KS2026-10-19
Pinnacle Bancorp, Inc.
593$208.6K0.1%CoreVery LowBeatrice, NE2026-10-21
True Private Wealth Advisors
582$205.0K0.0%ETFMediumSalem, OR2026-10-19
Decker Wealth Management LLC
580$204.1K0.0%MomentumLowNashville, TN2026-10-09
LJI Wealth Management, LLC
579$203.7K0.0%ETFLowIndianapolis, IN2026-10-28
Aprio Wealth Management, LLC
570$200.6K0.0%ETFMediumAtlanta, GA2026-10-28
Sound Income Strategies, LLC
570$203.6K0.0%YieldMediumFt Lauderdale, FL2026-10-09
Tompkins Financial Corp
517$181.9K0.0%CoreLowIthaca, NY2026-10-05
Mogy Joel R Investment Counsel Inc
500$175.9K0.0%GrowthVery LowBeverly Hills, CA2026-10-13
Provenance Wealth Advisors, LLC
490$172.4K0.0%ETFLowFort Lauderdale, FL2026-10-30
Grove Bank & Trust
489$172.1K0.0%ETFLowMiami, FL2026-10-08
GoalVest Advisory LLC
481$169.2K0.0%ETFMediumNew York, NY2026-10-02
Compass Financial Management LLC
474$166.8K0.0%CoreN/ATampa, FL2026-10-30
Capital Investment Advisory Services, LLC
473$166.5K0.0%CoreMediumRaleigh, NC2026-10-30
Rossmore Private Capital
465$163.5K0.0%CoreLowGlastonbury, CT2026-10-27
United Financial Planning Group LLC
461$162.2K0.1%ETFHighHauppauge, NY2026-11-04
Atwood & Palmer Inc
448$157.7K0.0%CoreVery LowKansas City, MO2026-10-08
Dhjj Financial Advisors, Ltd.
439$154.4K0.0%ETFVery LowNaperville, IL2026-10-23
Buck Wealth Strategies, LLC
434$152.7K0.0%ValueMediumDenver, CO2026-10-28
Halbert Hargrove Global Advisors, LLC
427$150.2K0.0%ETFLowLong Beach, CA2026-10-16
Hughes Financial Services, LLC
418$148.3K0.0%ETFLowHerndon, VA2026-10-30
Caldwell Trust Co
406$142.9K0.0%GrowthLowVenice, FL2026-10-30
First Horizon Corp
376$132.3K0.0%CoreLowMemphis, TN2026-10-26
Turtle Creek Wealth Advisors, LLC
375$131.9K0.0%GrowthLowDallas, TX2026-10-15
DT Investment Partners, LLC
369$129.8K0.0%ETFVery LowChadds Ford, PA2026-10-27
Dorato Capital Management
353$126.6K0.1%ValueVery LowDenver, CO2026-10-08
Pillar Financial Advisors, LLC
353$124.2K0.1%ETFVery LowLouisville, KY2026-10-21
Phillip James Consulting Co.
349$122.8K0.1%ETFVery HighPlymouth, MN2026-11-03
Intelligent Financial Strategies
346$121.7K0.1%ETFVery LowExcelsior, MN2026-10-16
Maryland Capital Advisors Inc.
341$120.0K0.0%ETFVery LowChester, MD2026-10-15
Coastline Trust Co
334$117.5K0.0%GrowthVery LowProvidence, RI2026-10-01
Colony Family Offices, LLC
299$105.2K0.0%ETFVery LowCharlotte, NC2026-10-22
Country Trust Bank
296$104.1K0.0%GrowthLowBloomington, IL2026-10-30
Bare Financial Services, Inc
286$100.6K0.0%ETFVery LowGap, PA2026-11-04
Reyes Financial Architecture, Inc.
272$95.7K0.1%ETFVery HighSan Diego, CA2026-10-22
First Pacific Financial
267$94.0K0.0%ETFLowVancouver, WA2026-10-14
Blue Bell Private Wealth Management, LLC
267$93.9K0.0%YieldVery LowBlue Bell, PA2026-10-29
Birchwood Financial Partners, Inc.
256$90.0K0.1%ETFVery LowBloomington, MN2026-11-02
North Point Portfolio Managers Corp
250$88.0K0.0%GrowthLowOrange Village, OH2026-10-07
Ashurst Perkins Coie Trust Co
250$88.0K0.0%CoreVery LowSeattle, WA2026-10-15
Granite FO LLC
243$85.5K0.0%GARPVery LowGilford, NH2026-10-14
Highline Wealth Partners LLC
238$83.7K0.0%ETFMediumSherman Oaks, CA2026-10-19
Powell Investment Advisors, LLC
228$80.2K0.0%ETFVery LowMiami, FL2026-10-22
Richards, Merrill & Peterson, Inc.
220$77.4K0.0%GrowthLowSpokane, WA2026-10-19
Financial Management Professionals, Inc.
209$73.5K0.0%ETFMediumAustin, TX2026-10-23
Allspring Global Investments Holdings, LLC
208$73.8K0.0%CoreMediumCharlotte, NC2026-11-04
Parkside Financial Bank & Trust
208$73.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
Chilton Capital Management LLC
189$66.5K0.0%GrowthMediumHouston, TX2026-10-28
Princeton Global Asset Management LLC
183$64.4K0.0%GrowthLowPrinceton, NJ2026-10-21
Comprehensive Financial Planning, Inc.
181$63.7K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
North Star Investment Management Corp.
170$59.8K0.0%CoreLowChicago, IL2026-10-27
Thompson Investment Management, Inc.
164$57.7K0.0%ValueMediumMadison, WI2026-10-14
Lynch Investment Planning, LLC
150$52.8K0.0%ETFLowNewtown Square, PA2026-10-27
Networth Advisors, LLC
148$52.2K0.0%ETFMediumCanonsburg, PA2026-11-03
Hoertkorn Richard Charles
145$51.0K0.0%CoreVery LowKentfield, CA2026-11-04
Security National Bank
144$50.7K0.0%GrowthLowOmaha, NE2026-10-26
Kingdom Financial Group Llc.
142$50.1K0.0%ETFMediumPeoria, AZ2026-11-04
Ascentis Wealth Management, LLC
135$47.5K0.0%Agg GrowthLowDallas, TX2026-11-03
GHP Investment Advisors, Inc.
133$46.8K0.0%CoreVery LowDenver, CO2026-10-15
Elevation Wealth Partners, LLC
131$46.1K0.0%ETFLowWalnut Creek, CA2026-10-07
Mcdonald Partners LLC
122$42.9K0.0%CoreLowCleveland, OH2026-11-03
DeDora Capital, Inc.
120$42.2K0.0%ETFVery LowNapa, CA2026-10-26
Vima LLC
116$40.8K0.0%CoreLowTroy, MI2026-10-23
Markowski Investments
110$38.7K0.0%ETFN/ATampa, FL2026-10-30
Virginia Estate & Retirement Planning Advisors Inc.
108$38.0K0.0%ETFLowGlen Allen, VA2026-10-14
Evolution Wealth Management Inc.
106$37.3K0.0%ETFMediumFort Myers, FL2026-10-28
Montgomery Financial Services LLC
98$34.5K0.0%ETFN/AOcean City, MD2026-11-03
Westside Investment Management, Inc.
98$34.5K0.0%GrowthLowSanta Monica, CA2026-11-02
SBK Financial, Inc.
97$34.1K0.0%N/AN/ARichmond, VA2026-11-02
Atlantic Edge Private Wealth Management, LLC
93$32.7K0.0%CoreLowJacksonville, FL2026-10-20
Tounjian Advisory Partners, LLC
83$29.1K0.0%GrowthHighFort Myers, FL2026-11-04
Rosenberg Matthew Hamilton
80$28.1K0.0%ETFVery LowGrand Junction, CO2026-10-05
Hurley Capital, LLC
79$28.0K0.0%GARPMediumNew York, NY2026-11-05
Valley National Advisers Inc
69$24.3K0.0%ETFLowBethlehem, PA2026-10-23
Key Capital Management, Inc
60$21.1K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Archer Investment Corp
59$20.8K0.0%CoreMediumCarmel, IN2026-11-05
Wolff Wiese Magana LLC
59$20.8K0.0%GrowthLowCarslbad, CA2026-10-15
Rossby Financial, LCC
58$20.4K0.0%ETFMediumMelbourne, FL2026-11-05
Quaker Wealth Management, LLC
54$19.0K0.0%ETFMediumMoorestown, NJ2026-10-22
Whipplewood Advisors, LLC
53$18.6K0.0%ETFLowLittleton, CO2026-10-20
Signature Equity Partners, LLC
52$18.3K0.0%GrowthMediumColumbus, OH2026-10-29
Financial Perspectives, Inc
49$17.2K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Align Financial, LLC
45$15.8K0.0%ETFVery LowHermantown, MN2026-10-16
RMG Wealth Management LLC
44$15.5K0.0%ETFVery HighPlatteville, WI2026-10-26
Nfsg Corp
39$13.7K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Rydar Equities, Inc.
38$13.7K0.0%CoreVery LowWeatherford, TX2026-10-13
Laurel Wealth Advisors LLC
35$12.3K0.0%CoreVery LowCharlotte, NC2026-10-27
Birchbrook, Inc.
32$11.3K0.0%ETFLowBangor, ME2026-10-14
PFS Partners, LLC
31$10.8K0.0%ETFVery LowMine Hill, NJ2026-10-21
EPG Wealth Management LLC
29$10.1K0.0%GrowthLowAtlanta, GA2026-11-03
Ashton Thomas Securities, LLC
25$8.8K0.0%ETFMediumRochester, NY2026-10-26
Evermay Wealth Management LLC
25$8.8K0.0%ETFLowArlington, VA2026-11-05
Townsend Asset Management Corp
24$8.4K0.0%CoreLowRaleigh, NC2026-10-29
Elevated Capital Advisors, LLC
23$8.2K0.0%ETFMediumSandy, UT2026-11-04
Vision Financial Markets LLC
17$5.7K0.0%CoreLowStamford, CT2026-10-22
Wilkerson Advisory Group LLC
17$6.0K0.0%ETFMediumColumbia, MO2026-10-20
Creative Capital Management Investments LLC
16$5.6K0.0%ETFLowSan Diego, CA2026-10-28
Monetary Solutions, Ltd
15$5.3K0.0%ETFVery LowDayton, OH2026-10-22
Morling Financial Advisors, LLC
15$5.3K0.0%ETFLowFremont, CA2026-10-28
Global Trust Asset Management, LLC
15$5.3K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Planning Strategies Inc.
14$4.9K0.0%ETFN/ALancaster, PA2026-10-02
Central Pacific Bank - Trust Division
11$3.9K0.0%CoreMediumHonolulu, HI2026-10-06
West Branch Capital LLC
9$3.2K0.0%GrowthVery LowAmherst, MA2026-10-20
Prudent Man Investment Management, Inc.
8$2.8K0.0%ETFVery LowLouisville, CO2026-11-03
Nvwm, LLC
8$2.8K0.0%GrowthMediumYardley, PA2026-10-14
Citizens National Bank Trust Department
5$1.8K0.0%CoreVery LowMeridian, MS2026-11-04
WestEnd Advisors, LLC
4$1.4K0.0%ETFMediumCharlotte, NC2026-10-27
GK Wealth Management LLC
3$1.1K0.0%GARPVery HighReno, NV2026-10-09
Cape Investment Advisory, Inc.
2$7040.0%ETFLowMcdonough, GA2026-10-13
Farmers & Merchants Investments Inc
2$7040.0%CoreVery LowLincoln, NE2026-10-22