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Vanguard Extended Market ETF (VXF)

CUSIP: 922908652 | NYSE | 2057 institutional holders

Quarters

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

Assetmark, Inc1,302,142
0.5% of portfolio›$301.6M
Oak Root LLC1,092,060
0.2% of portfolio›$1.5M
Plante Moran Financial Advisors, LLC1,042,348
11.0% of portfolio›$241.4M
Creative Planning1,032,454
0.1% of portfolio›$239.1M
TD Private Client Wealth LLC681,804
2.8% of portfolio›$157.9M
Gleason Group, Inc.651,471
13.3% of portfolio›$150.9M
Kestra Investment Management, LLC565,370
2.5% of portfolio›$131.0M
Cambridge Investment Research Advisors, Inc.439,566
0.0% of portfolio›$101.8K
Van Cleef Asset Management,Inc336,552
7.7% of portfolio›$78.0M
Tenon Financial LLC288,809
20.2% of portfolio›$66.9M
Citigroup Inc265,737
0.0% of portfolio›$61.6M
Commonwealth Equity Services, LLC211,104
0.1% of portfolio›$48.9M
James J. Burns & Company, LLC207,299
5.1% of portfolio›$48.0M
ACT Wealth Management, LLC204,800
13.9% of portfolio›$47.4M
HCR Wealth Advisors202,326
3.7% of portfolio›$46.9M
Blue Trust, Inc.193,931
0.5% of portfolio›$44.9M
Moody National Bank Trust Division167,703
3.2% of portfolio›$38.8M
Legacy Private Trust Co.161,577
2.0% of portfolio›$37.4M
Firestone Capital Management140,305
6.1% of portfolio›$32.5M
FC Advisory LLC135,258
8.2% of portfolio›$31.3M
Mather Group, Llc.134,849
0.3% of portfolio›$31.2M
Investment Planning Advisors, Inc.131,351
6.9% of portfolio›$30.4M
New England Private Wealth Advisors LLC124,718
2.8% of portfolio›$28.9M
Cypress Financial Planning LLC121,883
7.6% of portfolio›$28.2M
BIP Wealth, LLC117,417
0.7% of portfolio›$27.2M
Lido Advisors, LLC114,216
0.1% of portfolio›$26.5M
Winthrop Advisory Group LLC109,337
1.6% of portfolio›$25.3M
Kestra Advisory Services, LLC108,582
0.1% of portfolio›$25.2M
First Hawaiian Bank107,944
3.0% of portfolio›$25.0M
Fairway Wealth LLC98,313
4.9% of portfolio›$22.8M
Sentinel Pension Advisors, LLC89,877
2.6% of portfolio›$20.8M
Procyon Advisors, LLC77,196
0.8% of portfolio›$17.9M
Brighton Securities Corp.71,671
6.9% of portfolio›$16.6M
Affiance Financial, LLC69,619
2.3% of portfolio›$16.1M
Asio Capital, LLC68,580
1.9% of portfolio›$15.9M
D.A. Davidson & Co.64,663
0.1% of portfolio›$15.0M
West Financial Advisors, LLC63,400
2.2% of portfolio›$14.7M
Great Diamond Partners, LLC61,301
2.4% of portfolio›$14.2M
Concurrent Investment Advisors, LLC61,078
0.1% of portfolio›$14.1M
Segment Wealth Management, LLC60,909
0.7% of portfolio›$14.1M
Park National Corp57,132
0.4% of portfolio›$13.2M
Prospera Capital Management, LLC56,559
3.2% of portfolio›$13.1M
Landmark Wealth Management, Inc.52,331
4.0% of portfolio›$12.1M
Plancorp, LLC50,524
0.3% of portfolio›$11.6M
North Star Investment Management Corp.47,513
0.6% of portfolio›$11.0M
Churchill Financial Advisors, LLC45,125
2.0% of portfolio›$10.5M
Jessup Wealth Management, Inc43,707
2.1% of portfolio›$10.1M
Gutierrez Wealth Advisory, LLC43,004
5.3% of portfolio›$10.0M
SMI Advisory Services, LLC42,588
1.6% of portfolio›$10.0M
LAM Group, Inc.42,505
5.0% of portfolio›$9.8M
Oppenheimer & Co Inc40,730
0.1% of portfolio›$9.4M
Wealth Enhancement Advisory Services, LLC39,325
0.0% of portfolio›$9.2M
Fulton Bank, N.A.37,994
0.3% of portfolio›$8.8M
Harfst & Associates, Inc.37,492
1.3% of portfolio›$8.7M
Truist Financial Corp37,382
0.0% of portfolio›$8.7M
Boston Standard Wealth Management, LLC36,871
1.2% of portfolio›$8.5M
Luminvest Wealth Management LLC36,557
2.2% of portfolio›$8.5M
Bestgate Wealth Advisors, LLC36,224
5.3% of portfolio›$8.4M
Long Island Wealth Management, Inc.34,745
3.1% of portfolio›$8.0M
Journey Beyond Wealth, LLC34,484
6.1% of portfolio›$8.0M
Wedmont Private Capital34,008
0.2% of portfolio›$7.9M
Compass Financial Group, Inc32,515
0.8% of portfolio›$7.5M
Advisor OS, LLC31,939
0.5% of portfolio›$7.4M
Parkway Wealth Management Group, LLC31,608
0.8% of portfolio›$7.3M
IFP Advisors, Inc31,556
0.1% of portfolio›$7.3M
Founders Financial Securities LLC30,954
0.4% of portfolio›$7.2M
Prime Capital Investment Advisors, LLC30,942
0.1% of portfolio›$7.2M
Vicus Capital29,890
0.4% of portfolio›$6.9M
JFS Wealth Advisors, LLC29,251
0.3% of portfolio›$6.8M
Charis Legacy Partners, LLC28,824
8.3% of portfolio›$6.7M
Echo45 Advisors LLC28,319
3.0% of portfolio›$6.6M
Eagle Capital Management, LLC27,973
0.0% of portfolio›$6.5K
Safir Wealth Advisors, LLC27,007
4.0% of portfolio›$6.3M
Warwick Investment Management, Inc.26,756
0.7% of portfolio›$6.2M
Security National Bank26,187
0.7% of portfolio›$6.1M
Farther Finance Advisors, LLC26,163
0.0% of portfolio›$6.1M
Bfsg, LLC26,128
0.5% of portfolio›$6.1M
MontVue Capital Management, Inc.25,543
3.5% of portfolio›$5.9M
SigFig Wealth Management, LLC24,690
0.1% of portfolio›$5.7M
United Community Bank23,820
1.6% of portfolio›$5.5M
Fragasso Financial Advisors Inc23,769
0.3% of portfolio›$5.6M
Retirement Planning Group, LLC23,408
0.1% of portfolio›$5.4M
Western Reserve Capital Management, LLC22,920
3.8% of portfolio›$5.3M
L.K. Benson & Company, P.C.22,656
1.6% of portfolio›$5.2M
Stone Loft Wealth Management LLC22,622
2.7% of portfolio›$5.2M
Citizens Financial Group Inc21,661
0.1% of portfolio›$5.0M
BCS Wealth Management21,384
0.9% of portfolio›$5.0M
Copper Harbor Investment Advisors, LLC21,289
1.0% of portfolio›$4.9M
Opulen Financial Group LLC20,975
3.0% of portfolio›$4.9M
Wetzel Investment Advisors, Inc.20,176
1.6% of portfolio›$4.7M
Coyle Financial Counsel LLC19,994
0.9% of portfolio›$4.6M
Curtis Advisory Group, LLC19,923
0.9% of portfolio›$4.6M
Baker Ellis Asset Management LLC18,274
0.5% of portfolio›$4.2M
Simon Quick Advisors, LLC17,911
0.2% of portfolio›$4.1M
Spire Wealth Management17,411
0.1% of portfolio›$4.0M
Wealth Group Ltd16,938
0.7% of portfolio›$4.0M
Vested Financial Planning, LLC16,830
2.7% of portfolio›$3.9M
Xena Financial Planning, LLC16,416
3.6% of portfolio›$3.8M
Armstrong Advisory Group, Inc16,394
0.2% of portfolio›$3.8M
Birchwood Financial Partners, Inc.16,110
2.8% of portfolio›$3.7M
Vise Technologies, Inc.15,779
0.0% of portfolio›$3.7M
Gilpin Wealth Management, LLC15,764
2.5% of portfolio›$3.7M
Balentine LLC15,375
0.1% of portfolio›$3.6M
HBW Advisory Services LLC15,307
0.4% of portfolio›$3.5M
Values Added Financial LLC15,233
1.3% of portfolio›$3.5M
Retirement Wealth Solutions LLC15,209
1.9% of portfolio›$3.5M
Five Pine Wealth Management14,644
1.9% of portfolio›$3.4M
Associated Banc-Corp14,274
0.1% of portfolio›$3.3M
Single Point Partners, LLC14,208
0.6% of portfolio›$3.3M
HUB Investment Partners, LLC14,054
0.1% of portfolio›$3.3M
Fullerton Advisors, LLC13,997
3.0% of portfolio›$3.2M
Chilton Capital Management LLC13,449
0.1% of portfolio›$3.1M
Trust Point Inc.12,826
0.2% of portfolio›$3.0M
Pacific Center for Financial Services12,717
0.6% of portfolio›$2.9M
Petersen Hastings Wealth Advisors Inc.12,694
0.2% of portfolio›$2.9M
Sellwood Investment Partners LLC12,644
1.0% of portfolio›$2.9M
Family CFO Inc12,452
1.1% of portfolio›$2.9M
Strategic Blueprint, LLC11,967
0.1% of portfolio›$2.8M
Professional Financial Advisors, LLC11,887
0.5% of portfolio›$2.8M
Financial Synergies Wealth Advisors, Inc.11,738
0.2% of portfolio›$2.7M
Flagship Private Wealth, LLC11,438
0.9% of portfolio›$2.6M
CWS Financial Advisors, LLC11,356
0.6% of portfolio›$2.6M
Cypress Capital Group11,320
0.2% of portfolio›$2.6M
Apollon Financial, LLC11,141
0.3% of portfolio›$2.6M
Quadrant Capital Group LLC10,879
0.1% of portfolio›$2.5M
ARQ Wealth Advisors, LLC10,414
0.3% of portfolio›$2.4M
Kestra Private Wealth Services, LLC10,286
0.0% of portfolio›$2.4M
Fee-Only Financial Planning, L.C.10,066
1.3% of portfolio›$2.3M
May Hill Capital, LLC9,973
0.5% of portfolio›$2.3M
PFG Advisors9,717
0.1% of portfolio›$2.3M
HB Wealth Management, LLC9,676
0.0% of portfolio›$2.2M
TFC Financial Management, Inc.9,671
0.3% of portfolio›$2.2M
Traphagen Investment Advisors LLC9,642
0.2% of portfolio›$2.2M
Lanark Financial, Inc.9,575
0.2% of portfolio›$2.2M
Diversified Enterprises, LLC9,552
0.1% of portfolio›$2.2M
Koshinski Asset Management, Inc.9,261
0.1% of portfolio›$2.1M
CGN Advisors LLC9,196
0.2% of portfolio›$2.1M
Facet Wealth, Inc.9,106
0.0% of portfolio›$2.1M
Emergent Wealth Advisors, LLC8,963
1.1% of portfolio›$2.1M
Independent Financial Group, LLC8,951
0.0% of portfolio›$2.1M
Briggs Wealth Management, Inc8,933
1.8% of portfolio›$2.1M
KWB Wealth8,878
0.2% of portfolio›$2.1M
Precedent Wealth Partners, LLC8,814
0.3% of portfolio›$2.0M
Phillips Financial Management, LLC8,582
0.2% of portfolio›$2.0M
Acorn Financial Advisory Services Inc8,567
0.2% of portfolio›$2.0M
Finer Wealth Management, Inc.8,426
0.8% of portfolio›$2.0M
Successful Portfolios LLC8,396
0.9% of portfolio›$2.0M
Harbor Investment Advisory, LLC8,380
0.1% of portfolio›$1.9M
Integrity Alliance, Llc.8,213
0.1% of portfolio›$1.9M
Calder Financial LLC8,165
1.8% of portfolio›$1.9M
Telos Capital Management, Inc.8,130
0.2% of portfolio›$1.9M
Signature Estate & Investment Advisors LLC8,073
0.0% of portfolio›$1.9M
Keybank National Association8,070
0.0% of portfolio›$1.9M
BostonPremier Wealth LLC8,063
0.8% of portfolio›$1.9M
Choreo, LLC7,881
0.0% of portfolio›$1.8M
Grant Street Asset Management, Inc.7,862
0.3% of portfolio›$1.8M
AUA Capital Management, LLC7,792
0.9% of portfolio›$1.8M
Patriot Investment Management Group, Inc.7,748
0.1% of portfolio›$1.8M
Destiny Wealth Partners, LLC7,746
0.2% of portfolio›$1.8M
Hunter Associates Investment Management LLC7,724
0.0% of portfolio›$1.8K
Clark Asset Management, LLC7,721
0.1% of portfolio›$1.8M
Fifth Third Wealth Advisors LLC7,561
0.0% of portfolio›$1.8M
Pinnacle Associates LTD7,515
0.0% of portfolio›$1.7M
Legacy Wealth Partners, LLC7,485
0.4% of portfolio›$1.7M
Pinnacle Wealth Management Advisory Group, LLC7,465
0.1% of portfolio›$1.7M
GSG Advisors LLC7,030
0.3% of portfolio›$1.6M
Atria Investments, Inc7,013
0.0% of portfolio›$1.6M
Bull Street Advisors, LLC6,984
0.0% of portfolio›$1.6K
GFS Advisors, LLC6,889
0.2% of portfolio›$1.6M
TFB Advisors LLC6,861
0.6% of portfolio›$1.6M
RFG Advisory, LLC6,673
0.0% of portfolio›$1.5M
B. Riley Wealth Advisors, Inc.6,669
0.1% of portfolio›$1.5M
Fire Capital Management LLC6,660
0.4% of portfolio›$1.5M
Global Strategic Investment Solutions, LLC6,654
0.1% of portfolio›$1.5M
Yoffe Investment Management, LLC6,633
1.8% of portfolio›$1.5M
Apella Capital, LLC6,494
0.0% of portfolio›$1.5M
Brookstone Capital Management6,487
0.0% of portfolio›$1.5M
Burton Enright Welch6,356
0.2% of portfolio›$1.5M
Ballast, Inc.6,325
0.3% of portfolio›$1.5M
Sage Rhino Capital LLC6,313
0.2% of portfolio›$1.5M
Lake Street Private Wealth, LLC6,311
0.2% of portfolio›$1.5M
Selective Wealth Management, Inc.6,170
0.3% of portfolio›$1.4M
FF Advisors,LLC6,150
0.5% of portfolio›$1.4M
MCF Advisors LLC6,108
0.1% of portfolio›$1.4M
Trek Financial, LLC5,994
0.1% of portfolio›$1.4M
AMG Asset Management Group, Inc.5,976
0.9% of portfolio›$1.4M
GuidedMoney, LLC5,898
0.6% of portfolio›$1.4M
Sigma Planning Corp5,797
0.0% of portfolio›$1.3M
Worth Financial Advisory Group, LLC5,783
0.6% of portfolio›$1.3M
Avidian Wealth Enterprises, LLC5,779
0.0% of portfolio›$1.3M
Howard Wealth Management, LLC5,609
0.5% of portfolio›$1.3M
McClarren Financial Advisors, Inc.5,591
0.7% of portfolio›$1.3M
Eastern Bank5,584
0.0% of portfolio›$1.3M
Capital Advisors Wealth Management, LLC5,503
0.1% of portfolio›$1.3M
Woodmont Investment Counsel LLC5,319
0.1% of portfolio›$1.2M
Prospera Financial Services Inc5,180
0.0% of portfolio›$1.2M
Ascentis Independent Advisors5,108
0.1% of portfolio›$1.2M
Waystone Advisors LLC4,905
0.9% of portfolio›$1.2M
Ascent Group, LLC4,859
0.0% of portfolio›$1.1M
Innova Wealth Partners4,849
0.4% of portfolio›$1.1M
Root Financial Partners, LLC4,836
0.0% of portfolio›$1.1M
Capital Investment Advisors, LLC4,817
0.0% of portfolio›$1.1M
Tanager Wealth Management LLP4,737
0.1% of portfolio›$1.1M
Wealth Advisory Solutions, LLC4,735
0.2% of portfolio›$1.1M
EverSource Wealth Advisors, LLC4,653
0.0% of portfolio›$1.1M
StoneX Group Inc.4,478
0.0% of portfolio›$1.0M
Aries Wealth Management4,471
0.2% of portfolio›$1.0M
Red Mountain Financial, LLC4,442
0.9% of portfolio›$1.0M
Kohmann Bosshard Financial Services, LLC4,380
0.1% of portfolio›$1.0M
Greenspring Advisors, LLC4,246
0.0% of portfolio›$983.4K
International Assets Investment Management, LLC4,234
0.1% of portfolio›$987.0K
Inscription Capital, LLC4,225
0.1% of portfolio›$978.6K
Perennial Advisors, LLC4,211
0.1% of portfolio›$975.4K
Bluesphere Advisors LLC4,209
0.3% of portfolio›$974.8K
Meridian Wealth Management, LLC4,186
0.0% of portfolio›$969.5K
Washington Trust Bank4,184
0.1% of portfolio›$969.1K
SC&H Financial Advisors, Inc.4,140
0.1% of portfolio›$958.9K
Sapient Capital LLC4,107
0.0% of portfolio›$951.3K
Syverson Strege & Co4,079
0.2% of portfolio›$944.8K
Midwest Trust Co4,021
0.0% of portfolio›$931.4K
Canandaigua National Trust Co of Florida3,997
0.5% of portfolio›$925.8K
Indivisible Partners3,989
0.0% of portfolio›$924.0K
Traveka Wealth, LLC3,987
0.3% of portfolio›$923.5K
Capital Investment Advisory Services, LLC3,959
0.1% of portfolio›$917.1K
Coastline Trust Co3,939
0.1% of portfolio›$912.4K
Atticus Wealth Management, LLC3,934
0.2% of portfolio›$911.3K
Sovran Advisors, LLC3,905
0.1% of portfolio›$919.5K
Focus Financial Network, Inc.3,904
0.0% of portfolio›$904.3K
Quadrant Private Wealth Management, LLC3,866
0.1% of portfolio›$895.5K
Caldwell Trust Co3,842
0.1% of portfolio›$889.9K
Wealthcare Advisory Partners LLC3,836
0.0% of portfolio›$888.6K
Soltis Investment Advisors LLC3,807
0.0% of portfolio›$881.8K
BridgePort Financial Solutions, LLC3,783
0.2% of portfolio›$876.2K
Sanchez Gaunt Capital Management, LLC3,775
0.5% of portfolio›$874.4K
Aspiriant, LLC3,722
0.0% of portfolio›$862.1K
Beaumont Financial Advisors, LLC3,719
0.1% of portfolio›$861.4K
First Growth Capital LLC3,697
0.7% of portfolio›$856.3K
First Heartland Consultants, Inc.3,686
0.1% of portfolio›$853.7K
Holos Integrated Wealth LLC3,678
0.4% of portfolio›$835.5K
Parallel Advisors, LLC3,647
0.0% of portfolio›$844.7K
Leonard Rickey Investment Advisors P.L.L.C.3,617
0.1% of portfolio›$837.8K
Sage Capital Advisors,llc3,604
0.2% of portfolio›$834.9K
Clarity Capital Advisors, LLC3,599
0.3% of portfolio›$833.7K
Wedbush Securities Inc3,580
0.0% of portfolio›$829
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management3,533
0.0% of portfolio›$818.3K
Modera Wealth Management, LLC3,524
0.0% of portfolio›$816.3K
Evanson Financial, LLC3,448
0.0% of portfolio›$798.7K
Center For Asset Management LLC3,439
0.4% of portfolio›$796.6K
Creekside Partners3,418
0.3% of portfolio›$791.8K
Fermata Advisors, LLC3,409
0.2% of portfolio›$789.7K
Lpwm LLC3,315
0.2% of portfolio›$767.9K
TD Waterhouse Canada Inc.3,300
0.0% of portfolio›$769.3K
Wealth Architects, LLC3,284
0.1% of portfolio›$760.8K
Bailard, Inc.3,270
0.0% of portfolio›$757.4K
Brighton Jones LLC3,240
0.0% of portfolio›$750.5K
Park Avenue Securities LLC3,188
0.0% of portfolio›$738
Stablepoint Partners, LLC3,173
0.1% of portfolio›$735.0K
Prairie Advisory, LLC3,120
0.1% of portfolio›$722.7K
Flagship Harbor Advisors, LLC3,096
0.0% of portfolio›$717.0K
Financial Harvest, LLC3,096
0.3% of portfolio›$717.1K
Private Management Group Inc3,062
0.0% of portfolio›$709.3K
PUREfi Wealth, LLC3,059
0.3% of portfolio›$708.6K
Hutchens & Kramer Investment Management Group, LLC3,042
0.2% of portfolio›$704.6K
Harpswell Capital Advisors, LLC3,011
0.5% of portfolio›$697.4K
Schmidt P J Investment Management Inc3,000
0.1% of portfolio›$694.9K
Strategic Family Wealth Counselors, L.L.C.2,999
0.2% of portfolio›$694.7K
Eagle Strategies LLC2,986
0.1% of portfolio›$691.5K
Venture Visionary Partners LLC2,984
0.0% of portfolio›$691.4K
Advisortrust Partners, LLC2,970
0.2% of portfolio›$687.9K
Busey Bank2,938
0.0% of portfolio›$680.5K
Forum Financial Management, LP2,927
0.0% of portfolio›$678.0K
Narwhal Capital Management2,917
0.0% of portfolio›$675.7K
Montecito Bank & Trust2,912
0.1% of portfolio›$674.5K
Perigon Wealth Management, LLC2,901
0.0% of portfolio›$671.9K
Taylor & Morgan Wealth Management, LLC2,881
0.3% of portfolio›$667.3K
Financial Security Advisor, Inc.2,878
0.1% of portfolio›$666.7K
Odyssey Capital Advisors, Inc.2,865
0.5% of portfolio›$663.6K
Sagespring Wealth Partners, LLC2,863
0.0% of portfolio›$663.2K
Sage Mountain Advisors LLC2,854
0.0% of portfolio›$661.1K
ARK & TLK Investments, LLC2,853
0.2% of portfolio›$660.8K
Apollon Wealth Management, LLC2,830
0.0% of portfolio›$655.5K
Childress Capital Advisors, LLC2,793
0.1% of portfolio›$646.9K
Chesley Taft & Associates LLC2,784
0.0% of portfolio›$644.8K
Sigma Investment Counselors Inc2,770
0.0% of portfolio›$641.6K
LongView Wealth Management2,676
0.1% of portfolio›$619.8K
Embree Financial Group2,667
0.1% of portfolio›$617.9K
Align Financial, LLC2,661
0.3% of portfolio›$616.4K
Accurate Wealth Management, LLC2,635
0.1% of portfolio›$612.7K
Fiscal Wisdom Wealth Management, LLC2,617
0.7% of portfolio›$606.1K
Truefg, LLC2,553
0.1% of portfolio›$591.3K
Newton One Investments LLC2,543
0.2% of portfolio›$589.1K
Bridgelight Financial Advisors, Inc.2,525
0.4% of portfolio›$584.8K
Ironwood Wealth Management, Llc.2,447
0.1% of portfolio›$566.8K
Conrad Siegel Investment Advisors, Inc.2,419
0.1% of portfolio›$560.4K
MGO One Seven LLC2,401
0.0% of portfolio›$556.2K
Markowski Investments2,388
0.1% of portfolio›$553.2K
L. Roy Papp & Associates, LLP2,386
0.1% of portfolio›$552.7K
M Holdings Securities, Inc.2,378
0.0% of portfolio›$548
First Merchants Corp2,363
0.0% of portfolio›$547.3K
Sowell Financial Services LLC2,354
0.0% of portfolio›$545.2K
Crescent Grove Advisors, LLC2,308
0.0% of portfolio›$534.6K
Archer Investment Corp2,300
0.1% of portfolio›$532.6K
Michels Family Financial, LLC2,295
0.3% of portfolio›$531.7K
Breakwater Capital Group2,273
0.1% of portfolio›$526.5K
Maseco LLP2,253
0.0% of portfolio›$521.7K
VestGen Advisors, LLC2,246
0.0% of portfolio›$520.2K
Ashton Thomas Private Wealth, LLC2,236
0.0% of portfolio›$517.9K
First National Bank of Mount Dora, Trust Investment Services2,228
0.1% of portfolio›$516.1K
Claro Advisors Inc.2,205
0.0% of portfolio›$510.7K
Olistico Wealth, LLC2,179
0.2% of portfolio›$504.8K
Obermeyer Wealth Partners2,175
0.0% of portfolio›$503.8K
Private Trust Co NA2,173
0.0% of portfolio›$503.3K
Quad-Cities Investment Group, LLC2,160
0.2% of portfolio›$500.4K
Next Level Private LLC2,060
0.1% of portfolio›$477.3K
Symphony Financial, Ltd. Co.2,032
0.0% of portfolio›$470.7K
RPG Investment Advisory, LLC2,024
0.1% of portfolio›$468.8K
Garde Capital, Inc.2,000
0.0% of portfolio›$463.3K
Fiduciary Financial Group, LLC1,999
0.1% of portfolio›$463.0K
Realta Investment Advisors1,998
0.1% of portfolio›$462.7K
Howland Capital Management LLC1,991
0.0% of portfolio›$461.2K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors1,987
0.0% of portfolio›$460.3K
Prevail Innovative Wealth Advisors, LLC1,976
0.1% of portfolio›$461.4K
CRA Financial Services, LLC1,948
0.0% of portfolio›$451.2K
Trust Co of Vermont1,947
0.0% of portfolio›$451.0K
Kathmere Capital Management, LLC1,943
0.0% of portfolio›$450.1K
Signaturefd, LLC1,916
0.0% of portfolio›$443.8K
Fifth Third Securities, Inc.1,915
0.0% of portfolio›$443.6K
Integrity Wealth Partners, LLC1,912
0.3% of portfolio›$442.8K
S.A. Mason LLC1,910
0.1% of portfolio›$442.4K
Cutler Investment Counsel LLC1,889
0.0% of portfolio›$437.6K
Orgel Wealth Management, LLC1,884
0.0% of portfolio›$436.4K
Ferguson Johnson Wealth Management Inc1,884
0.3% of portfolio›$436.3K
Dynamic Advisor Solutions LLC1,871
0.0% of portfolio›$433.3K
Reston Wealth Management LLC1,835
0.1% of portfolio›$425.0K
AdvisorNet Financial, Inc1,819
0.0% of portfolio›$414.3K
Heritage Family Offices, LLP1,818
0.1% of portfolio›$421.1K
Saxon Interests, Inc.1,811
0.1% of portfolio›$419.5K
Diversify Wealth Management, LLC1,789
0.0% of portfolio›$412.9K
Rodgers & Associates, LTD1,789
0.0% of portfolio›$414.4K
Diversify Advisory Services, LLC1,789
0.0% of portfolio›$412.9K
Badgley Phelps Wealth Managers, LLC1,775
0.0% of portfolio›$411.1K
Chicago Partners Investment Group LLC1,761
0.0% of portfolio›$404.0K
Certuity, LLC1,753
0.0% of portfolio›$406.0K
SAX Wealth Advisors, LLC1,735
0.0% of portfolio›$401.9K
Evermay Wealth Management LLC1,733
0.0% of portfolio›$401.4K
MKT Advisors LLC1,725
0.1% of portfolio›$402.1K
Walkner Condon Financial Advisors LLC1,723
0.0% of portfolio›$399.1K
Hardworking Capital Advisors, LLC1,721
0.3% of portfolio›$398.6K
NWF Advisory Services Inc.1,714
0.0% of portfolio›$397.0K
Cornerstone Planning Group LLC1,706
0.0% of portfolio›$401.0K
Mitchell Sinkler & Starr1,700
0.2% of portfolio›$393.8K
Enclave Advisors LLC1,687
0.0% of portfolio›$390.8K
71 West Capital Partners1,673
0.0% of portfolio›$387.5K
Bryant Woods Investment Advisors, LLC1,672
0.1% of portfolio›$387.3K
Secure Asset Management, LLC1,657
0.1% of portfolio›$383.9K
Cedar Mountain Advisors, LLC1,652
0.1% of portfolio›$382.6K
New Perspectives, Inc1,651
0.1% of portfolio›$382.4K
Downshift Financial, LLC1,648
0.2% of portfolio›$381.7K
Leo Wealth, LLC1,639
0.1% of portfolio›$379.7K
Manuka Financial, LLC1,629
0.2% of portfolio›$377.2K
Bay Capital Advisors, LLC1,607
0.2% of portfolio›$372.2K
Merited Wealth, LLC1,600
0.3% of portfolio›$370.6K
Clientfirst Wealth Management, LLC1,591
0.3% of portfolio›$368.5K
Biltmore Family Office, LLC1,572
0.0% of portfolio›$364.1K
Cassaday & Co Wealth Management LLC1,571
0.0% of portfolio›$363.9K
Interchange Capital Partners, LLC1,566
0.1% of portfolio›$362.6K
Rhodes Investment Advisors Inc1,550
0.3% of portfolio›$359.0K
Register Financial Advisors LLC1,545
0.1% of portfolio›$357.9K
Glenview Trust Co1,541
0.0% of portfolio›$356.9K
Juno Financial Group LLC1,539
0.1% of portfolio›$356.5K
Koenig Investment Advisory, LLC1,535
0.3% of portfolio›$355.5K
Verus Financial Partners, Inc.1,532
0.0% of portfolio›$354.8K
Rockwood Wealth Management, LLC1,530
0.0% of portfolio›$354.4K
Laurel Wealth Advisors LLC1,525
0.0% of portfolio›$353.2K
Heartwood Wealth Advisors LLC1,517
0.0% of portfolio›$351.4K
Quadcap Wealth Management, LLC1,515
0.0% of portfolio›$350.9K
Global Assets Advisory, LLC1,510
0.1% of portfolio›$358.7K
Meriwether Wealth & Planning, LLC1,507
0.2% of portfolio›$349.1K
Richardson Financial Services Inc.1,487
0.2% of portfolio›$344.4K
First Nebraska Trust Co1,483
0.0% of portfolio›$343.5K
Gateway Investment Advisers LLC1,482
0.0% of portfolio›$343.3K
Balefire, LLC1,479
0.1% of portfolio›$342.6K
CoreCap Advisors, LLC1,478
0.0% of portfolio›$342.5K
Gamma Investing LLC1,474
0.0% of portfolio›$341.4K
Alpha Omega Wealth Management LLC1,472
0.1% of portfolio›$341.0K
Carolina Wealth Management Inc1,466
0.1% of portfolio›$339.6K
Mission Wealth Management, LP1,462
0.0% of portfolio›$338.6K
CDM Financial Counseling Services, Inc.1,456
0.3% of portfolio›$337.3K
Madson Wealth Advisors Inc1,453
0.2% of portfolio›$336.6K
Oakworth Capital, Inc.1,453
0.0% of portfolio›$336.6K
Insight Wealth Strategies, LLC1,408
0.0% of portfolio›$326.2K
Castle Rock Wealth Management, LLC1,398
0.1% of portfolio›$331.5K
Lantern Wealth Advisors, LLC1,392
0.1% of portfolio›$322.4K
Mullooly Asset Management, Inc.1,387
0.1% of portfolio›$321.1K
Everhart Financial Group, Inc.1,383
0.0% of portfolio›$320.2K
Intelligent Financial Strategies1,381
0.2% of portfolio›$319.8K
Mirador Capital Partners LP1,380
0.0% of portfolio›$319.5K
Inspirion Wealth Advisors, LLC1,350
0.0% of portfolio›$312.7K
J.Safra Asset Management Corp1,344
0.0% of portfolio›$311.3K
Verum Partners LLC1,340
0.0% of portfolio›$310.3K
Forvis Mazars Wealth Advisors, LLC1,340
0.0% of portfolio›$310.4K
Simplicity Wealth,LLC1,329
0.0% of portfolio›$307.8K
Creative Financial Designs Inc1,325
0.0% of portfolio›$307.0K
Donalies Financial Planning, LLC1,315
0.2% of portfolio›$304.6K
Beacon Advisors Holdings, LLC1,302
0.1% of portfolio›$301.5K
Wealth Dimensions Group, Ltd.1,301
0.1% of portfolio›$301.3K
Midway Capital Research & Management1,301
0.3% of portfolio›$301.4K
NBT Bank, N.A.1,293
0.0% of portfolio›$299.4K
Liberty Capital Management, Inc.1,292
0.1% of portfolio›$299.3K
MassMutual Private Wealth & Trust, FSB1,286
0.0% of portfolio›$297.9K
Ellsworth Advisors, LLC1,286
0.0% of portfolio›$297.9K
Summit Global Investments1,272
0.0% of portfolio›$295
Avior Wealth Management, LLC1,265
0.0% of portfolio›$293.1K
Nixon Peabody Trust Co1,260
0.0% of portfolio›$291.9K
Auour Investments LLC1,256
0.1% of portfolio›$290.9K
GC Wealth Management RIA, LLC1,234
0.0% of portfolio›$285.8K
XY Planning Network, Inc.1,232
0.0% of portfolio›$285.4K
D.B. Root & Company, LLC1,231
0.1% of portfolio›$285.1K
Accredited Investors Inc.1,229
0.0% of portfolio›$284.7K
Pinion Investment Advisors, LLC1,226
0.1% of portfolio›$284.0K
Guilbault Capital LLC1,225
0.3% of portfolio›$283.7K
Rinkey Investments1,224
0.1% of portfolio›$283.5K
Shakespeare Wealth Management, LLC1,201
0.1% of portfolio›$278.2K
Svrn Asset Management, LLC1,200
0.1% of portfolio›$278.0K
World Equity Group, Inc.1,199
0.1% of portfolio›$277.8K
Bucket List Wealth Management, LLC1,183
0.1% of portfolio›$274.0K
Beacon Financial Advisory LLC1,181
0.1% of portfolio›$273.6K
AlphaCore Capital LLC1,179
0.0% of portfolio›$273.1K
Nicholas Hoffman & Company, Llc.1,171
0.0% of portfolio›$271.3K
Total Clarity Wealth Management, Inc.1,142
0.1% of portfolio›$264.6K
Adirondack Capital Advisors, LLC1,139
0.1% of portfolio›$263.8K
Valen Private Capital, LLC1,134
0.1% of portfolio›$262.7K
Seamount Financial Group Inc1,133
0.1% of portfolio›$262.4K
Journey Advisory Group, LLC1,128
0.0% of portfolio›$261.3K
BAR Harbor Wealth Management1,100
0.0% of portfolio›$254.8K
Parcion Private Wealth LLC1,100
0.0% of portfolio›$254.8K
Able Financial Group, LLC1,096
0.0% of portfolio›$253.9K
Annex Advisory Services, LLC1,092
0.0% of portfolio›$252.9K
Taylor Securities Services, Inc.1,088
0.1% of portfolio›$252.0K
Carnegie Investment Counsel1,076
0.0% of portfolio›$249.2K
One Day In July LLC1,072
0.0% of portfolio›$248.3K
Mallini Complete Financial Planning LLC1,070
0.2% of portfolio›$247.8K
Boston Trust Walden Corp1,050
0.0% of portfolio›$243.2K
PKS Advisory Services, LLC1,048
0.0% of portfolio›$258.1K
Revolve Wealth Partners, LLC1,023
0.0% of portfolio›$236.9K
Centurion Wealth Management LLC1,016
0.1% of portfolio›$235.4K
Fearless Solutions, LLC dba Best Invest1,015
0.1% of portfolio›$235.1K
Hardin Capital Partners, LLC1,007
0.1% of portfolio›$233.2K
Sterling Investment Advisors, Ltd.1,000
0.0% of portfolio›$231.6K
Beacon Financial Group1,000
0.0% of portfolio›$231.6K
Asset Dedication, LLC997
0.0% of portfolio›$230.9K
Ferguson Wellman Capital Management, Inc997
0.0% of portfolio›$230.9K
Bath Savings Trust Co992
0.0% of portfolio›$229.8K
Union Savings Bank989
0.1% of portfolio›$229.1K
Morton Brown Family Wealth, LLC965
0.0% of portfolio›$223.4K
Trifecta Capital Advisors, LLC943
0.0% of portfolio›$218.4K
Vilga Financial Planning LLC937
0.1% of portfolio›$217.0K
Value Investment Professionals, LLC927
0.2% of portfolio›$214.7K
RAM Investment Partners, LLC925
0.0% of portfolio›$214.3K
Robertson Stephens Wealth Management, LLC924
0.0% of portfolio›$213.9K
Visionary Wealth Advisors921
0.0% of portfolio›$213.3K
Amplius Wealth Advisors, LLC910
0.0% of portfolio›$210.7K
Abound Wealth Management907
0.0% of portfolio›$210.0K
Birchbrook, Inc.900
0.1% of portfolio›$208.5K
Sather Financial Group Inc897
0.0% of portfolio›$207.8K
Patton Albertson Miller Group, LLC896
0.0% of portfolio›$207.5K
Hughes Financial Services, LLC893
0.0% of portfolio›$210.2K
PMG Family Office LLC892
0.2% of portfolio›$206.6K
Clarity Wealth Advisors, LLC883
0.0% of portfolio›$204.6K
Signet Investment Advisory Group, Inc.883
0.1% of portfolio›$204.5K
RFG Holdings, Inc.876
0.0% of portfolio›$203.0K
Csenge Advisory Group864
0.0% of portfolio›$200.1K
Valeo Financial Advisors, LLC864
0.0% of portfolio›$200.1K
Financial Perspectives, Inc792
0.0% of portfolio›$183.6K
Fairman Group, LLC719
0.1% of portfolio›$166.5K
SBI Securities Co., Ltd.706
0.0% of portfolio›$163.5K
Portfolio Resources Advisor Group, Inc.674
0.1% of portfolio›$156.1K
Hurley Capital, LLC656
0.1% of portfolio›$151.9K
Cullen T Bankers, Inc.638
0.0% of portfolio›$147.8K
Compass Financial Management LLC615
0.0% of portfolio›$142.6K
SYM Financial Corp604
0.0% of portfolio›$139.9K
Acropolis Investment Management, LLC596
0.0% of portfolio›$138.1K
Princeton Global Asset Management LLC559
0.0% of portfolio›$129.5K
Entrust Financial LLC552
0.1% of portfolio›$127.9K
KFG LLC527
0.1% of portfolio›$122.1K
Ascentis Wealth Management, LLC494
0.0% of portfolio›$114.4K
Signature Equity Partners, LLC473
0.0% of portfolio›$109.6K
SBK Financial, Inc.464
0.1% of portfolio›$107.5K
Edgemoor Investment Advisors, Inc.455
0.0% of portfolio›$105.3K
CX Institutional422
0.0% of portfolio›$98
DecisionPoint Financial, LLC409
0.0% of portfolio›$95.3K
Arlington Trust Co LLC400
0.0% of portfolio›$92.7K
New England Capital Financial Advisors LLC394
0.0% of portfolio›$91.3K
MeadowBrook Investment Advisors LLC365
0.1% of portfolio›$83.9K
Peoples Financial Services Corp.362
0.0% of portfolio›$83.8K
United Financial Planning Group LLC353
0.0% of portfolio›$81.8K
Financial Network Wealth Advisors LLC325
0.1% of portfolio›$75.3K
Barrett & Company, Inc.320
0.0% of portfolio›$74.1K
Planning Strategies Inc.286
0.0% of portfolio›$66.2K
Jnba Financial Advisors285
0.0% of portfolio›$66.0K
Tsfg, LLC280
0.0% of portfolio›$65
Glass Jacobson Investment Advisors llc279
0.0% of portfolio›$64.6K
American National Bank & Trust276
0.0% of portfolio›$63.9K
Burk Holdings LLC276
0.0% of portfolio›$63.9K
First Premier Bank270
0.0% of portfolio›$63
PFS Partners, LLC269
0.0% of portfolio›$62.4K
Piscataqua Savings Bank265
0.0% of portfolio›$61.4K
Pinnacle Bancorp, Inc.264
0.0% of portfolio›$61.1K
Cherry Tree Wealth Management, LLC251
0.0% of portfolio›$58.1K
Albion Financial Group250
0.0% of portfolio›$57.9K
Rossmore Private Capital248
0.0% of portfolio›$57.4K
Washington Trust Advisors, Inc.245
0.0% of portfolio›$56.7K
Gladwyn Financial Advisors, Inc.224
0.0% of portfolio›$51.9K
Bangor Savings Bank222
0.0% of portfolio›$51.4K
Triumph Capital Management214
0.0% of portfolio›$49.6K
Cordgrass Capital Advisors, LLC200
0.0% of portfolio›$46.3K
Old Second National Bank of Aurora199
0.0% of portfolio›$46.1K
Tradewinds Capital Management, LLC199
0.0% of portfolio›$46.1K
West Branch Capital LLC193
0.0% of portfolio›$44.7K
City Holding Co193
0.0% of portfolio›$44.7K
Reap Financial Group, LLC188
0.0% of portfolio›$43.6K
Concord Wealth Partners188
0.0% of portfolio›$43.5K
MilWealth Group LLC178
0.0% of portfolio›$41.3K
Key FInancial Inc166
0.0% of portfolio›$38.5K
Wealth Analytics Partners, LLC162
0.0% of portfolio›$37.5K
Center for Financial Planning, Inc.159
0.0% of portfolio›$36.8K
True Wealth Design, LLC157
0.0% of portfolio›$36.4K
Transce3nd, LLC156
0.0% of portfolio›$36.2K
Western Pacific Wealth Management, LP150
0.0% of portfolio›$34.7K
City State Bank146
0.0% of portfolio›$33.8K
Angeles Wealth Management, LLC142
0.0% of portfolio›$32.9K
Advanced Asset Management Advisors Inc142
0.0% of portfolio›$32.8K
Clark Wealth Partners127
0.0% of portfolio›$29.4K
Pacifica Partners Inc.118
0.0% of portfolio›$27.5K
MidAtlantic Capital Management, Inc.117
0.0% of portfolio›$27.1K
Golden State Wealth Management, LLC114
0.0% of portfolio›$26.4K
Wagner Wealth Management, LLC113
0.0% of portfolio›$26.2K
Nova Financial LLC108
0.0% of portfolio›$25.1K
Physician Wealth Advisors, Inc.106
0.0% of portfolio›$24.7K
DT Investment Partners, LLC103
0.0% of portfolio›$23.9K
Kroeger Financial Partners99
0.0% of portfolio›$22.9K
Parkside Financial Bank & Trust97
0.0% of portfolio›$22.6K
Mascoma Wealth Management LLC96
0.0% of portfolio›$22.2K
Cape Investment Advisory, Inc.95
0.0% of portfolio›$22.0K
Lynch Investment Planning, LLC87
0.0% of portfolio›$20.2K
Brown, Lisle Ings, Inc.76
0.0% of portfolio›$17.6K
Bear Mountain Capital, Inc.68
0.0% of portfolio›$15.4K
Beacon Financial Strategies Corp65
0.0% of portfolio›$15.1K
Networth Advisors, LLC64
0.0% of portfolio›$14.9K
Wilmington Savings Fund Society, FSB63
0.0% of portfolio›$14.6K
Latitude Advisors, LLC60
0.0% of portfolio›$13.9K
Manchester Capital Management LLC59
0.0% of portfolio›$13.7K
Halbert Hargrove Global Advisors, LLC56
0.0% of portfolio›$13.0K
Pinnacle Wealth Planning Services, Inc.52
0.0% of portfolio›$12.0K
Avion Wealth50
0.0% of portfolio›$11
Moisand Fitzgerald Tamayo, LLC45
0.0% of portfolio›$10.4K
Bokf, NA45
0.0% of portfolio›$10.4K
Pioneer Family Office, LLC42
0.0% of portfolio›$9.8K
Pillar Financial Advisors, LLC36
0.0% of portfolio›$8.3K
Private Wealth Management Group, LLC35
0.0% of portfolio›$8.1K
SJS Investment Consulting Inc.35
0.0% of portfolio›$8.1K
Fiduciary Advisors, Inc.32
0.0% of portfolio›$7.4K
Provenance Wealth Advisors, LLC31
0.0% of portfolio›$7.2K
Advocate Investing Services LLC27
0.0% of portfolio›$6.3K
Thurston, Springer, Miller, Herd & Titak, Inc.25
0.0% of portfolio›$5.8K
Murphy & Mullick Capital Management Corp20
0.0% of portfolio›$4.6K
Montgomery Financial Services LLC20
0.0% of portfolio›$4.6K
Balance Wealth Partners LLC19
0.0% of portfolio›$4.3K
Evolution Wealth Management Inc.18
0.0% of portfolio›$4.2K
NorthAvenue LLC16
0.0% of portfolio›$3.7K
Buck Wealth Strategies, LLC16
0.0% of portfolio›$3.7K
Ashton Thomas Securities, LLC12
0.0% of portfolio›$2.8K
Smallwood Wealth Investment Management, LLC10
0.0% of portfolio›$2.3K
Next Level Wealth Planning, LLC8
0.0% of portfolio›$1.9K
Nemes Rush Group LLC7
0.0% of portfolio›$1.6K
Signature Resources Capital Management, LLC7
0.0% of portfolio›$1.6K
Highline Wealth Partners LLC7
0.0% of portfolio›$1.7K
Allspring Global Investments Holdings, LLC6
0.0% of portfolio›$1.4K
Central Pacific Bank - Trust Division6
0.0% of portfolio›$1.4K
West Paces Advisors Inc.5
0.0% of portfolio›$1.2K
Blue Bell Private Wealth Management, LLC5
0.0% of portfolio›$1.2K
Richards, Merrill & Peterson, Inc.4
0.0% of portfolio›$927
First Pacific Financial3
0.0% of portfolio›$695
Kozak & Associates, Inc.3
0.0% of portfolio›$701
Elevated Capital Advisors, LLC1
0.0% of portfolio›$233
StyleTurnoverLocationFiled
Assetmark, Inc
1,302,142$301.6M0.5%ETFLowConcord, CA2026-10-21
Oak Root LLC
1,092,060$1.5M0.2%ETFVery LowSanta Barbara, CA2026-10-09
Plante Moran Financial Advisors, LLC
1,042,348$241.4M11.0%ETFVery LowSouthfield, MI2026-11-04
Creative Planning
1,032,454$239.1M0.1%IndexVery LowOverland Park, KS2026-11-02
TD Private Client Wealth LLC
681,804$157.9M2.8%ETFLowNew York, NY2026-10-28
Gleason Group, Inc.
651,471$150.9M13.3%ETFVery LowProspect, KY2026-10-15
Kestra Investment Management, LLC
565,370$131.0M2.5%ETFMediumAustin, TX2026-11-04
Cambridge Investment Research Advisors, Inc.
439,566$101.8K0.0%ETFLowFairfield, IA2026-11-02
Van Cleef Asset Management,Inc
336,552$78.0M7.7%CoreVery LowBeachwood, OH2026-10-20
Tenon Financial LLC
288,809$66.9M20.2%ETFVery LowMetuchen, NJ2026-10-14
Citigroup Inc
265,737$61.6M0.0%CoreMediumNew York, NY2026-11-04
Commonwealth Equity Services, LLC
211,104$48.9M0.1%ETFLowWaltham, MA2026-11-02
James J. Burns & Company, LLC
207,299$48.0M5.1%ETFVery LowMelville, NY2026-10-22
ACT Wealth Management, LLC
204,800$47.4M13.9%ETFVery LowPlano, TX2026-10-09
HCR Wealth Advisors
202,326$46.9M3.7%GrowthLowLos Angeles, CA2026-10-15
Blue Trust, Inc.
193,931$44.9M0.5%ETFLowBrentwood, TN2026-10-15
Moody National Bank Trust Division
167,703$38.8M3.2%CoreMediumGalveston, TX2026-10-06
Legacy Private Trust Co.
161,577$37.4M2.0%ETFLowNeenah, WI2026-10-06
Firestone Capital Management
140,305$32.5M6.1%ETFVery LowSouth Miami, FL2026-11-03
FC Advisory LLC
135,258$31.3M8.2%ETFVery LowWest Chester, PA2026-10-05
Mather Group, Llc.
134,849$31.2M0.3%ETFMediumChicago, IL2026-10-14
Investment Planning Advisors, Inc.
131,351$30.4M6.9%ETFMediumCumming, GA2026-10-14
New England Private Wealth Advisors LLC
124,718$28.9M2.8%ETFVery LowWellesley, MA2026-10-19
Cypress Financial Planning LLC
121,883$28.2M7.6%ETFLowHaddon Heights, NJ2026-10-09
BIP Wealth, LLC
117,417$27.2M0.7%ETFMediumAtlanta, GA2026-10-22
Lido Advisors, LLC
114,216$26.5M0.1%GrowthLowLos Angeles, CA2026-11-04
Winthrop Advisory Group LLC
109,337$25.3M1.6%ETFVery LowBoston, MA2026-10-22
Kestra Advisory Services, LLC
108,582$25.2M0.1%CoreLowAustin, TX2026-11-02
First Hawaiian Bank
107,944$25.0M3.0%ETFVery LowHonolulu, HI2026-10-14
Fairway Wealth LLC
98,313$22.8M4.9%ETFLowIndependence, OH2026-10-30
Sentinel Pension Advisors, LLC
89,877$20.8M2.6%ETFLowWakefield, MA2026-11-02
Procyon Advisors, LLC
77,196$17.9M0.8%CoreVery LowShelton, CT2026-10-21
Brighton Securities Corp.
71,671$16.6M6.9%ETFVery LowRochester, NY2026-10-08
Affiance Financial, LLC
69,619$16.1M2.3%ETFVery LowSt. Louis Park, MN2026-10-15
Asio Capital, LLC
68,580$15.9M1.9%GrowthMediumLexington, KY2026-10-19
D.A. Davidson & Co.
64,663$15.0M0.1%CoreLowGreat Falls, MT2026-10-28
West Financial Advisors, LLC
63,400$14.7M2.2%ETFLowDes Moines, IA2026-10-22
Great Diamond Partners, LLC
61,301$14.2M2.4%CoreMediumPortland, ME2026-10-13
Concurrent Investment Advisors, LLC
61,078$14.1M0.1%GrowthMediumTampa, FL2026-10-16
Segment Wealth Management, LLC
60,909$14.1M0.7%CoreLowHouston, TX2026-10-26
Park National Corp
57,132$13.2M0.4%CoreLowNewark, OH2026-10-05
Prospera Capital Management, LLC
56,559$13.1M3.2%ETFVery LowGilbert, AZ2026-10-19
Landmark Wealth Management, Inc.
52,331$12.1M4.0%ETFLowNormal, IL2026-11-04
Plancorp, LLC
50,524$11.6M0.3%ETFLowSaint Louis, MO2026-11-03
North Star Investment Management Corp.
47,513$11.0M0.6%CoreLowChicago, IL2026-10-27
Churchill Financial Advisors, LLC
45,125$10.5M2.0%CoreLowLouisville, KY2026-10-20
Jessup Wealth Management, Inc
43,707$10.1M2.1%GrowthMediumDayton, OH2026-10-20
Gutierrez Wealth Advisory, LLC
43,004$10.0M5.3%ETFLowLittle Rock, AR2026-11-02
SMI Advisory Services, LLC
42,588$10.0M1.6%ETFMediumColumbus, IN2026-10-13
LAM Group, Inc.
42,505$9.8M5.0%ETFVery LowLake Oswego, OR2026-10-26
Oppenheimer & Co Inc
40,730$9.4M0.1%CoreLowNew York, NY2026-10-26
Wealth Enhancement Advisory Services, LLC
39,325$9.2M0.0%CoreLowPlymouth, MN2026-10-13
Fulton Bank, N.A.
37,994$8.8M0.3%CoreLowLancaster, PA2026-10-14
Harfst & Associates, Inc.
37,492$8.7M1.3%GARPLowSheridan, WY2026-10-20
Truist Financial Corp
37,382$8.7M0.0%CoreLowCharlotte, NC2026-10-30
Boston Standard Wealth Management, LLC
36,871$8.5M1.2%ETFLowWinchester, MA2026-10-07
Luminvest Wealth Management LLC
36,557$8.5M2.2%ETFVery LowScottsdale, AZ2026-10-14
Bestgate Wealth Advisors, LLC
36,224$8.4M5.3%ETFLowFrederick, MD2026-10-13
Long Island Wealth Management, Inc.
34,745$8.0M3.1%ETFLowMelville, NY2026-10-20
Journey Beyond Wealth, LLC
34,484$8.0M6.1%ETFLowRoswell, GA2026-11-04
Wedmont Private Capital
34,008$7.9M0.2%IndexVery LowWest Chester, PA2026-10-09
Compass Financial Group, Inc
32,515$7.5M0.8%ETFVery LowSioux Falls, SD2026-10-13
Advisor OS, LLC
31,939$7.4M0.5%ETFMediumChicago, IL2026-11-03
Parkway Wealth Management Group, LLC
31,608$7.3M0.8%ETFHighPlano, TX2026-10-20
IFP Advisors, Inc
31,556$7.3M0.1%GrowthLowTampa, FL2026-10-16
Founders Financial Securities LLC
30,954$7.2M0.4%ETFMediumTowson, MD2026-10-28
Prime Capital Investment Advisors, LLC
30,942$7.2M0.1%ETFLowOverland Park, KS2026-10-20
Vicus Capital
29,890$6.9M0.4%ETFMediumState College, PA2026-11-05
JFS Wealth Advisors, LLC
29,251$6.8M0.3%ETFVery LowHermitage, PA2026-11-03
Charis Legacy Partners, LLC
28,824$6.7M8.3%ETFVery LowBryan, TX2026-10-22
Echo45 Advisors LLC
28,319$6.6M3.0%ETFLowWalnut Creek, CA2026-10-07
Eagle Capital Management, LLC
27,973$6.5K0.0%GrowthVery LowMandeville, LA2026-10-19
Safir Wealth Advisors, LLC
27,007$6.3M4.0%ETFVery LowGreenland, NH2026-10-16
Warwick Investment Management, Inc.
26,756$6.2M0.7%ETFLowBryan, TX2026-10-19
Security National Bank
26,187$6.1M0.7%GrowthLowOmaha, NE2026-10-26
Farther Finance Advisors, LLC
26,163$6.1M0.0%IndexLowSan Francisco, CA2026-10-08
Bfsg, LLC
26,128$6.1M0.5%CoreLowIrvine, CA2026-10-30
MontVue Capital Management, Inc.
25,543$5.9M3.5%ETFVery LowLynchburg, VA2026-10-19
SigFig Wealth Management, LLC
24,690$5.7M0.1%ETFLowSan Francisco, CA2026-10-07
United Community Bank
23,820$5.5M1.6%CoreLowGreenville, SC2026-10-28
Fragasso Financial Advisors Inc
23,769$5.6M0.3%ETFLowSewickley, PA2026-10-13
Retirement Planning Group, LLC
23,408$5.4M0.1%ETFVery LowLeawood, KS2026-10-19
Western Reserve Capital Management, LLC
22,920$5.3M3.8%ETFLowHudson, OH2026-10-14
L.K. Benson & Company, P.C.
22,656$5.2M1.6%YieldVery LowTimonium, MD2026-10-23
Stone Loft Wealth Management LLC
22,622$5.2M2.7%ETFLowWest Chester, PA2026-11-03
Citizens Financial Group Inc
21,661$5.0M0.1%GrowthLowProvidence, RI2026-10-23
BCS Wealth Management
21,384$5.0M0.9%ETFVery LowJohnson City, TN2026-11-03
Copper Harbor Investment Advisors, LLC
21,289$4.9M1.0%ETFN/AAppleton, WI2026-10-16
Opulen Financial Group LLC
20,975$4.9M3.0%ETFVery LowArlington, VA2026-10-22
Wetzel Investment Advisors, Inc.
20,176$4.7M1.6%ETFLowIndianapolis, IN2026-10-13
Coyle Financial Counsel LLC
19,994$4.6M0.9%ETFVery LowGlenview, IL2026-10-28
Curtis Advisory Group, LLC
19,923$4.6M0.9%ETFLowSanta Barbara, CA2026-10-28
Baker Ellis Asset Management LLC
18,274$4.2M0.5%GARPVery LowVancouver, WA2026-10-14
Simon Quick Advisors, LLC
17,911$4.1M0.2%ETFLowMorristown, NJ2026-10-26
Spire Wealth Management
17,411$4.0M0.1%GrowthMediumMclean, VA2026-10-30
Wealth Group Ltd
16,938$4.0M0.7%ETFLowEden Prairie, MN2026-10-07
Vested Financial Planning, LLC
16,830$3.9M2.7%ETFMediumSan Carlos, CA2026-10-28
Xena Financial Planning, LLC
16,416$3.8M3.6%ETFVery LowPortland, OR2026-10-13
Armstrong Advisory Group, Inc
16,394$3.8M0.2%ETFHighNeedham, MA2026-10-09
Birchwood Financial Partners, Inc.
16,110$3.7M2.8%ETFVery LowBloomington, MN2026-11-02
Vise Technologies, Inc.
15,779$3.7M0.0%IndexLowNew York, NY2026-10-29
Gilpin Wealth Management, LLC
15,764$3.7M2.5%GrowthLowDenver, CO2026-10-09
Balentine LLC
15,375$3.6M0.1%ETFLowAtlanta, GA2026-11-03
HBW Advisory Services LLC
15,307$3.5M0.4%ETFMediumSimi Valley, CA2026-10-15
Values Added Financial LLC
15,233$3.5M1.3%ETFLowWashington, DC2026-10-28
Retirement Wealth Solutions LLC
15,209$3.5M1.9%ETFLowMarshfield, WI2026-10-07
Five Pine Wealth Management
14,644$3.4M1.9%ETFVery LowCoeur D Alene, ID2026-10-20
Associated Banc-Corp
14,274$3.3M0.1%CoreLowGreen Bay, WI2026-10-30
Single Point Partners, LLC
14,208$3.3M0.6%ETFVery LowBoston, MA2026-10-19
HUB Investment Partners, LLC
14,054$3.3M0.1%GrowthLowAustin, TX2026-11-03
Fullerton Advisors, LLC
13,997$3.2M3.0%ETFLowDanville, CA2026-10-14
Chilton Capital Management LLC
13,449$3.1M0.1%GrowthMediumHouston, TX2026-10-28
Trust Point Inc.
12,826$3.0M0.2%CoreMediumLa Crosse, WI2026-10-27
Pacific Center for Financial Services
12,717$2.9M0.6%ETFMediumDanville, CA2026-10-15
Petersen Hastings Wealth Advisors Inc.
12,694$2.9M0.2%ETFLowKennewick, WA2026-10-27
Sellwood Investment Partners LLC
12,644$2.9M1.0%ETFLowPortland, OR2026-11-03
Family CFO Inc
12,452$2.9M1.1%ETFLowLos Altos, CA2026-10-30
Strategic Blueprint, LLC
11,967$2.8M0.1%ETFLowAtlanta, GA2026-10-22
Professional Financial Advisors, LLC
11,887$2.8M0.5%ETFMediumNorth Platte, NE2026-10-13
Financial Synergies Wealth Advisors, Inc.
11,738$2.7M0.2%ETFVery LowHouston, TX2026-10-16
Flagship Private Wealth, LLC
11,438$2.6M0.9%ETFLowWoburn, MA2026-11-05
CWS Financial Advisors, LLC
11,356$2.6M0.6%ETFVery LowKalamazoo, MI2026-10-16
Cypress Capital Group
11,320$2.6M0.2%CoreLowPalm Beach, FL2026-11-03
Apollon Financial, LLC
11,141$2.6M0.3%ETFVery LowMount Pleasant, SC2026-10-23
Quadrant Capital Group LLC
10,879$2.5M0.1%CoreLowCincinnati, OH2026-10-20
ARQ Wealth Advisors, LLC
10,414$2.4M0.3%ETFLowScottsdale, AZ2026-10-29
Kestra Private Wealth Services, LLC
10,286$2.4M0.0%GrowthLowAustin, TX2026-10-30
Fee-Only Financial Planning, L.C.
10,066$2.3M1.3%ETFVery LowOkatie, SC2026-10-23
May Hill Capital, LLC
9,973$2.3M0.5%ETFLowCohasset, MA2026-11-03
PFG Advisors
9,717$2.3M0.1%ETFMediumPhoenix, AZ2026-10-16
HB Wealth Management, LLC
9,676$2.2M0.0%IndexVery LowAtlanta, GA2026-10-23
TFC Financial Management, Inc.
9,671$2.2M0.3%ETFVery LowBoston, MA2026-10-26
Traphagen Investment Advisors LLC
9,642$2.2M0.2%ETFLowOradell, NJ2026-10-14
Lanark Financial, Inc.
9,575$2.2M0.2%CoreMediumBirmingham, AL2026-10-26
Diversified Enterprises, LLC
9,552$2.2M0.1%ETFVery LowWilmington, DE2026-10-19
Koshinski Asset Management, Inc.
9,261$2.1M0.1%ETFLowDecatur, IL2026-10-29
CGN Advisors LLC
9,196$2.1M0.2%ETFLowManhattan, KS2026-10-21
Facet Wealth, Inc.
9,106$2.1M0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Emergent Wealth Advisors, LLC
8,963$2.1M1.1%ETFMediumWilliamsville, NY2026-10-09
Independent Financial Group, LLC
8,951$2.1M0.0%GrowthLowSan Diego, CA2026-10-13
Briggs Wealth Management, Inc
8,933$2.1M1.8%ETFLowGlastonbury, CT2026-10-26
KWB Wealth
8,878$2.1M0.2%ETFMediumRedlands, CA2026-10-16
Precedent Wealth Partners, LLC
8,814$2.0M0.3%ETFMediumHouston, TX2026-10-21
Phillips Financial Management, LLC
8,582$2.0M0.2%ETFVery LowFort Wayne, IN2026-10-19
Acorn Financial Advisory Services Inc
8,567$2.0M0.2%ETFMediumReston, VA2026-11-02
Finer Wealth Management, Inc.
8,426$2.0M0.8%GrowthLowSalem, MA2026-10-16
Successful Portfolios LLC
8,396$2.0M0.9%CoreVery LowClearwater, FL2026-10-09
Harbor Investment Advisory, LLC
8,380$1.9M0.1%GrowthLowLutherville, MD2026-10-13
Integrity Alliance, Llc.
8,213$1.9M0.1%ETFMediumUrbandale, IA2026-10-29
Calder Financial LLC
8,165$1.9M1.8%ETFLowDowningtown, PA2026-10-13
Telos Capital Management, Inc.
8,130$1.9M0.2%CoreLowSan Diego, CA2026-11-02
Signature Estate & Investment Advisors LLC
8,073$1.9M0.0%ETFMediumLos Angeles, CA2026-10-13
Keybank National Association
8,070$1.9M0.0%CoreLowBrooklyn, OH2026-11-04
BostonPremier Wealth LLC
8,063$1.9M0.8%ETFVery LowHanover, MA2026-10-16
Choreo, LLC
7,881$1.8M0.0%IndexLowRockford, IL2026-10-28
Grant Street Asset Management, Inc.
7,862$1.8M0.3%ETFVery LowCanonsburg, PA2026-10-26
AUA Capital Management, LLC
7,792$1.8M0.9%ETFVery LowMechanicsburg, PA2026-10-15
Patriot Investment Management Group, Inc.
7,748$1.8M0.1%ETFVery LowKnoxville, TN2026-10-15
Destiny Wealth Partners, LLC
7,746$1.8M0.2%ETFMediumTavares, FL2026-11-05
Hunter Associates Investment Management LLC
7,724$1.8K0.0%CoreLowPittsburgh, PA2026-10-26
Clark Asset Management, LLC
7,721$1.8M0.1%ETFVery LowStratham, NH2026-10-19
Fifth Third Wealth Advisors LLC
7,561$1.8M0.0%IndexVery LowCincinnati, OH2026-10-22
Pinnacle Associates LTD
7,515$1.7M0.0%CoreLowNew York, NY2026-10-20
Legacy Wealth Partners, LLC
7,485$1.7M0.4%ETFHighLakewood, CO2026-10-15
Pinnacle Wealth Management Advisory Group, LLC
7,465$1.7M0.1%GrowthLowRed Bank, NJ2026-10-23
GSG Advisors LLC
7,030$1.6M0.3%ETFVery LowMount Laurel, NJ2026-11-03
Atria Investments, Inc
7,013$1.6M0.0%CoreMediumCharlotte, NC2026-10-15
Bull Street Advisors, LLC
6,984$1.6K0.0%CoreVery LowSavannah, GA2026-10-20
GFS Advisors, LLC
6,889$1.6M0.2%CoreLowHouston, TX2026-11-03
TFB Advisors LLC
6,861$1.6M0.6%ETFLowOverland Park, KS2026-11-02
RFG Advisory, LLC
6,673$1.5M0.0%ETFMediumBirmingham, AL2026-11-03
B. Riley Wealth Advisors, Inc.
6,669$1.5M0.1%GrowthLowMemphis, TN2026-10-13
Fire Capital Management LLC
6,660$1.5M0.4%GrowthLowSan Francisco, CA2026-10-27
Global Strategic Investment Solutions, LLC
6,654$1.5M0.1%ETFLowScottsdale, AZ2026-10-16
Yoffe Investment Management, LLC
6,633$1.5M1.8%CoreVery LowLemoyne, PA2026-11-02
Apella Capital, LLC
6,494$1.5M0.0%ETFVery LowWest Hartford, CT2026-10-08
Brookstone Capital Management
6,487$1.5M0.0%ETFMediumWheaton, IL2026-10-22
Burton Enright Welch
6,356$1.5M0.2%ETFVery LowWalnut Creek, CA2026-11-04
Ballast, Inc.
6,325$1.5M0.3%ETFLowLexington, KY2026-10-20
Sage Rhino Capital LLC
6,313$1.5M0.2%ETFLowMenlo Park, CA2026-10-28
Lake Street Private Wealth, LLC
6,311$1.5M0.2%GrowthLowChicago, IL2026-10-22
Selective Wealth Management, Inc.
6,170$1.4M0.3%ETFLowForest, VA2026-10-16
FF Advisors,LLC
6,150$1.4M0.5%ETFLowManhattan Beach, CA2026-10-21
MCF Advisors LLC
6,108$1.4M0.1%ETFLowLexington, KY2026-10-28
Trek Financial, LLC
5,994$1.4M0.1%ETFHighScottsdale, AZ2026-10-29
AMG Asset Management Group, Inc.
5,976$1.4M0.9%GrowthLowCartersville, GA2026-10-21
GuidedMoney, LLC
5,898$1.4M0.6%ETFVery LowBlack Earth, WI2026-10-29
Sigma Planning Corp
5,797$1.3M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Worth Financial Advisory Group, LLC
5,783$1.3M0.6%GrowthVery LowCharlotte, NC2026-10-19
Avidian Wealth Enterprises, LLC
5,779$1.3M0.0%ETFLowHouston, TX2026-10-08
Howard Wealth Management, LLC
5,609$1.3M0.5%ETFVery LowMadison, CT2026-10-28
McClarren Financial Advisors, Inc.
5,591$1.3M0.7%ETFMediumState College, PA2026-10-15
Eastern Bank
5,584$1.3M0.0%GrowthMediumBoston, MA2026-10-05
Capital Advisors Wealth Management, LLC
5,503$1.3M0.1%ETFLowYakima, WA2026-10-09
Woodmont Investment Counsel LLC
5,319$1.2M0.1%GARPVery LowNashville, TN2026-10-29
Prospera Financial Services Inc
5,180$1.2M0.0%CoreMediumDallas, TX2026-11-04
Ascentis Independent Advisors
5,108$1.2M0.1%ETFLowDallas, TX2026-11-03
Waystone Advisors LLC
4,905$1.2M0.9%ETFLowRedmond, WA2026-10-16
Ascent Group, LLC
4,859$1.1M0.0%CoreLowVirginia Beach, VA2026-10-30
Innova Wealth Partners
4,849$1.1M0.4%ETFHighNewtown, PA2026-10-21
Root Financial Partners, LLC
4,836$1.1M0.0%ETFMediumEncinitas, CA2026-10-21
Capital Investment Advisors, LLC
4,817$1.1M0.0%CoreLowAtlanta, GA2026-10-22
Tanager Wealth Management LLP
4,737$1.1M0.1%ETFLowGoring On Thames, United Kingdom2026-10-19
Wealth Advisory Solutions, LLC
4,735$1.1M0.2%ETFLowZionsville, IN2026-10-20
EverSource Wealth Advisors, LLC
4,653$1.1M0.0%CoreMediumBirmingham, AL2026-11-04
StoneX Group Inc.
4,478$1.0M0.0%ETFMediumNew York, NY2026-11-03
Aries Wealth Management
4,471$1.0M0.2%CoreVery LowPortland, ME2026-10-23
Red Mountain Financial, LLC
4,442$1.0M0.9%ETFLowFort Collins, CO2026-11-03
Kohmann Bosshard Financial Services, LLC
4,380$1.0M0.1%ETFLowFairlawn, OH2026-11-04
Greenspring Advisors, LLC
4,246$983.4K0.0%ETFVery LowTowson, MD2026-11-05
International Assets Investment Management, LLC
4,234$987.0K0.1%CoreVery HighOrlando, FL2026-11-02
Inscription Capital, LLC
4,225$978.6K0.1%GARPMediumHouston, TX2026-11-02
Perennial Advisors, LLC
4,211$975.4K0.1%CoreLowNew York, NY2026-10-13
Bluesphere Advisors LLC
4,209$974.8K0.3%ETFLowEast Norriton, PA2026-10-19
Meridian Wealth Management, LLC
4,186$969.5K0.0%GrowthLowLexington, KY2026-11-05
Washington Trust Bank
4,184$969.1K0.1%CoreLowSpokane, WA2026-11-03
SC&H Financial Advisors, Inc.
4,140$958.9K0.1%ETFVery LowHunt Valley, MD2026-10-14
Sapient Capital LLC
4,107$951.3K0.0%GrowthMediumIndianapolis, IN2026-10-08
Syverson Strege & Co
4,079$944.8K0.2%ETFVery LowWest Des Moines, IA2026-11-02
Midwest Trust Co
4,021$931.4K0.0%CoreLowOverland Park, KS2026-10-22
Canandaigua National Trust Co of Florida
3,997$925.8K0.5%CoreLowCanandaigua, NY2026-10-07
Indivisible Partners
3,989$924.0K0.0%GrowthMediumClearwater, FL2026-10-26
Traveka Wealth, LLC
3,987$923.5K0.3%ETFLowLos Altos, CA2026-10-19
Capital Investment Advisory Services, LLC
3,959$917.1K0.1%CoreMediumRaleigh, NC2026-10-30
Coastline Trust Co
3,939$912.4K0.1%GrowthVery LowProvidence, RI2026-10-01
Atticus Wealth Management, LLC
3,934$911.3K0.2%ETFLowPalm Beach Gardens, FL2026-10-20
Sovran Advisors, LLC
3,905$919.5K0.1%ETFMediumSan Diego, CA2026-11-02
Focus Financial Network, Inc.
3,904$904.3K0.0%ETFLowMinneapolis, MN2026-10-14
Quadrant Private Wealth Management, LLC
3,866$895.5K0.1%GrowthLowCenter Valley, PA2026-11-04
Caldwell Trust Co
3,842$889.9K0.1%GrowthLowVenice, FL2026-10-30
Wealthcare Advisory Partners LLC
3,836$888.6K0.0%ETFLowWest Chester, PA2026-10-21
Soltis Investment Advisors LLC
3,807$881.8K0.0%CoreMediumSt. George, UT2026-10-28
BridgePort Financial Solutions, LLC
3,783$876.2K0.2%ETFLowFairfield, IA2026-11-02
Sanchez Gaunt Capital Management, LLC
3,775$874.4K0.5%ETFN/AReno, NV2026-11-03
Aspiriant, LLC
3,722$862.1K0.0%ETFVery LowLos Angeles, CA2026-10-16
Beaumont Financial Advisors, LLC
3,719$861.4K0.1%GrowthMediumNeedham, MA2026-10-22
First Growth Capital LLC
3,697$856.3K0.7%GrowthLowPikesville, MD2026-10-15
First Heartland Consultants, Inc.
3,686$853.7K0.1%ETFMediumLake St. Louis, MO2026-10-08
Holos Integrated Wealth LLC
3,678$835.5K0.4%ETFLowKennett Square, PA2026-10-23
Parallel Advisors, LLC
3,647$844.7K0.0%IndexLowSan Francisco, CA2026-11-03
Leonard Rickey Investment Advisors P.L.L.C.
3,617$837.8K0.1%ETFLowYakima, WA2026-10-29
Sage Capital Advisors,llc
3,604$834.9K0.2%CoreLowSioux Falls, SD2026-10-13
Clarity Capital Advisors, LLC
3,599$833.7K0.3%ETFVery LowLakewood Ranch, FL2026-10-27
Wedbush Securities Inc
3,580$8290.0%CoreLowPasadena, CA2026-10-22
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
3,533$818.3K0.0%GrowthVery LowSeattle, WA2026-10-27
Modera Wealth Management, LLC
3,524$816.3K0.0%ETFVery LowWestwood, NJ2026-10-28
Evanson Financial, LLC
3,448$798.7K0.0%ETFN/AMclean, VA2026-10-23
Center For Asset Management LLC
3,439$796.6K0.4%ETFMediumPalm Beach Gardens, FL2026-10-16
Creekside Partners
3,418$791.8K0.3%ETFVery LowPetaluma, CA2026-11-04
Fermata Advisors, LLC
3,409$789.7K0.2%ETFLowSonoma, CA2026-10-13
Lpwm LLC
3,315$767.9K0.2%ETFMediumMinneapolis, MN2026-10-20
TD Waterhouse Canada Inc.
3,300$769.3K0.0%CoreLowToronto, Australia2026-10-16
Wealth Architects, LLC
3,284$760.8K0.1%ETFVery LowMountain View, CA2026-11-03
Bailard, Inc.
3,270$757.4K0.0%GrowthMediumFoster City, CA2026-10-13
Brighton Jones LLC
3,240$750.5K0.0%CoreVery LowSeattle, WA2026-11-03
Park Avenue Securities LLC
3,188$7380.0%ETFMediumNew York, NY2026-10-26
Stablepoint Partners, LLC
3,173$735.0K0.1%CoreLowBraintree, MA2026-11-03
Prairie Advisory, LLC
3,120$722.7K0.1%ETFN/ALeawood, KS2026-10-19
Flagship Harbor Advisors, LLC
3,096$717.0K0.0%ETFMediumBoston, MA2026-10-26
Financial Harvest, LLC
3,096$717.1K0.3%ETFVery LowWinter Park, FL2026-10-15
Private Management Group Inc
3,062$709.3K0.0%YieldLowIrvine, CA2026-11-04
PUREfi Wealth, LLC
3,059$708.6K0.3%GrowthMediumBoston, MA2026-10-19
Hutchens & Kramer Investment Management Group, LLC
3,042$704.6K0.2%ETFLowIndianapolis, IN2026-10-16
Harpswell Capital Advisors, LLC
3,011$697.4K0.5%ETFMediumYarmouth, ME2026-10-09
Schmidt P J Investment Management Inc
3,000$694.9K0.1%GrowthVery LowCedarburg, WI2026-11-02
Strategic Family Wealth Counselors, L.L.C.
2,999$694.7K0.2%ETFVery LowFairfield, NJ2026-10-29
Eagle Strategies LLC
2,986$691.5K0.1%ETFLowNew York, NY2026-10-16
Venture Visionary Partners LLC
2,984$691.4K0.0%CoreLowSylvania, OH2026-10-07
Advisortrust Partners, LLC
2,970$687.9K0.2%CoreHighRaleigh, NC2026-11-02
Busey Bank
2,938$680.5K0.0%GrowthVery LowUrbana, IL2026-10-26
Forum Financial Management, LP
2,927$678.0K0.0%ETFLowLombard, IL2026-10-16
Narwhal Capital Management
2,917$675.7K0.0%CoreLowMarietta, GA2026-11-04
Montecito Bank & Trust
2,912$674.5K0.1%GrowthVery LowSanta Barbara, CA2026-10-01
Perigon Wealth Management, LLC
2,901$671.9K0.0%GrowthLowSan Francisco, CA2026-10-22
Taylor & Morgan Wealth Management, LLC
2,881$667.3K0.3%ETFVery LowTroy, MI2026-10-09
Financial Security Advisor, Inc.
2,878$666.7K0.1%CoreLowVirginia Beach, VA2026-11-03
Odyssey Capital Advisors, Inc.
2,865$663.6K0.5%ETFLowBala Cynwyd, PA2026-10-26
Sagespring Wealth Partners, LLC
2,863$663.2K0.0%ETFLowFranklin, TN2026-10-22
Sage Mountain Advisors LLC
2,854$661.1K0.0%ETFLowAtlanta, GA2026-11-02
ARK & TLK Investments, LLC
2,853$660.8K0.2%ETFLowOklahoma City, OK2026-10-20
Apollon Wealth Management, LLC
2,830$655.5K0.0%GrowthLowMount Pleasant, SC2026-10-23
Childress Capital Advisors, LLC
2,793$646.9K0.1%GARPMediumHouston, TX2026-10-28
Chesley Taft & Associates LLC
2,784$644.8K0.0%CoreLowChicago, IL2026-10-13
Sigma Investment Counselors Inc
2,770$641.6K0.0%ETFLowNorthville, MI2026-10-27
LongView Wealth Management
2,676$619.8K0.1%ETFLowAtlanta, GA2026-10-19
Embree Financial Group
2,667$617.9K0.1%ETFLowChicago, IL2026-10-22
Align Financial, LLC
2,661$616.4K0.3%ETFVery LowHermantown, MN2026-10-16
Accurate Wealth Management, LLC
2,635$612.7K0.1%CoreMediumWesley Chapel, FL2026-10-20
Fiscal Wisdom Wealth Management, LLC
2,617$606.1K0.7%ETFMediumCanton, CT2026-10-16
Truefg, LLC
2,553$591.3K0.1%ETFVery LowCedar Park, TX2026-10-15
Newton One Investments LLC
2,543$589.1K0.2%ETFVery LowNewark, DE2026-10-14
Bridgelight Financial Advisors, Inc.
2,525$584.8K0.4%CoreMediumShelton, CT2026-10-20
Ironwood Wealth Management, Llc.
2,447$566.8K0.1%ETFLowChandler, AZ2026-10-28
Conrad Siegel Investment Advisors, Inc.
2,419$560.4K0.1%ETFLowHarrisburg, PA2026-10-08
MGO One Seven LLC
2,401$556.2K0.0%GrowthLowBeachwood, OH2026-10-28
Markowski Investments
2,388$553.2K0.1%ETFN/ATampa, FL2026-10-30
L. Roy Papp & Associates, LLP
2,386$552.7K0.1%CoreVery LowPhoenix, AZ2026-10-21
M Holdings Securities, Inc.
2,378$5480.0%ETFHighPortland, OR2026-11-03
First Merchants Corp
2,363$547.3K0.0%GrowthLowMuncie, IN2026-10-15
Sowell Financial Services LLC
2,354$545.2K0.0%CoreLowNorth Little Rock, AR2026-10-23
Crescent Grove Advisors, LLC
2,308$534.6K0.0%ETFLowLake Forest, IL2026-10-21
Archer Investment Corp
2,300$532.6K0.1%CoreMediumCarmel, IN2026-11-05
Michels Family Financial, LLC
2,295$531.7K0.3%ETFLowFort Worth, TX2026-11-02
Breakwater Capital Group
2,273$526.5K0.1%ETFLowParamus, NJ2026-10-09
Maseco LLP
2,253$521.7K0.0%ETFVery LowLondon, United Kingdom2026-10-27
VestGen Advisors, LLC
2,246$520.2K0.0%GrowthMediumChicago, IL2026-10-27
Ashton Thomas Private Wealth, LLC
2,236$517.9K0.0%CoreMediumScottsdale, AZ2026-11-03
First National Bank of Mount Dora, Trust Investment Services
2,228$516.1K0.1%CoreMediumMount Dora, FL2026-10-21
Claro Advisors Inc.
2,205$510.7K0.0%CoreLowBoston, MA2026-11-02
Olistico Wealth, LLC
2,179$504.8K0.2%GrowthVery LowTulsa, OK2026-10-05
Obermeyer Wealth Partners
2,175$503.8K0.0%GrowthLowAspen, CO2026-10-21
Private Trust Co NA
2,173$503.3K0.0%CoreLowCleveland, OH2026-10-20
Quad-Cities Investment Group, LLC
2,160$500.4K0.2%CoreLowDavenport, IA2026-10-16
Next Level Private LLC
2,060$477.3K0.1%CoreVery LowHarrison, NY2026-10-20
Symphony Financial, Ltd. Co.
2,032$470.7K0.0%GrowthLowHouston, TX2026-10-22
RPG Investment Advisory, LLC
2,024$468.8K0.1%GrowthLowPleasanton, CA2026-10-21
Garde Capital, Inc.
2,000$463.3K0.0%ETFLowSeattle, WA2026-10-29
Fiduciary Financial Group, LLC
1,999$463.0K0.1%ETFLowSan Rafael, CA2026-10-13
Realta Investment Advisors
1,998$462.7K0.1%GrowthMediumWilmington, DE2026-10-14
Howland Capital Management LLC
1,991$461.2K0.0%CoreLowBoston, MA2026-10-22
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
1,987$460.3K0.0%ETFMediumWestlake, OH2026-10-14
Prevail Innovative Wealth Advisors, LLC
1,976$461.4K0.1%CoreVery HighLeawood, KS2026-10-20
CRA Financial Services, LLC
1,948$451.2K0.0%ETFVery LowNorthfield, NJ2026-10-16
Trust Co of Vermont
1,947$451.0K0.0%CoreVery LowBrattleboro, VT2026-10-21
Kathmere Capital Management, LLC
1,943$450.1K0.0%ETFLowWayne, PA2026-10-20
Signaturefd, LLC
1,916$443.8K0.0%IndexLowAtlanta, GA2026-10-23
Fifth Third Securities, Inc.
1,915$443.6K0.0%ETFLowCincinnati, OH2026-10-21
Integrity Wealth Partners, LLC
1,912$442.8K0.3%ETFN/AWalnut Creek, CA2026-10-14
S.A. Mason LLC
1,910$442.4K0.1%GrowthVery LowHolland, MI2026-10-13
Cutler Investment Counsel LLC
1,889$437.6K0.0%CoreLowJacksonville, OR2026-10-28
Orgel Wealth Management, LLC
1,884$436.4K0.0%ETFMediumAltoona, WI2026-10-14
Ferguson Johnson Wealth Management Inc
1,884$436.3K0.3%ETFVery LowRockville, MD2026-11-05
Dynamic Advisor Solutions LLC
1,871$433.3K0.0%ETFLowPhoenix, AZ2026-10-13
Reston Wealth Management LLC
1,835$425.0K0.1%ETFLowReston, VA2026-10-29
AdvisorNet Financial, Inc
1,819$414.3K0.0%ETFLowMinnetonka, MN2026-10-15
Heritage Family Offices, LLP
1,818$421.1K0.1%GrowthHighScottsdale, AZ2026-11-02
Saxon Interests, Inc.
1,811$419.5K0.1%ETFMediumHouston, TX2026-10-26
Diversify Wealth Management, LLC
1,789$412.9K0.0%GrowthMediumSandy, UT2026-10-20
Rodgers & Associates, LTD
1,789$414.4K0.0%ETFVery LowLancaster, PA2026-10-20
Diversify Advisory Services, LLC
1,789$412.9K0.0%GrowthLowSandy, UT2026-10-20
Badgley Phelps Wealth Managers, LLC
1,775$411.1K0.0%GrowthVery LowSeattle, WA2026-10-22
Chicago Partners Investment Group LLC
1,761$404.0K0.0%GARPLowChicago, IL2026-10-27
Certuity, LLC
1,753$406.0K0.0%GARPLowNorth Palm Beach, FL2026-11-02
SAX Wealth Advisors, LLC
1,735$401.9K0.0%ETFVery LowParsippany, NJ2026-10-13
Evermay Wealth Management LLC
1,733$401.4K0.0%ETFLowArlington, VA2026-11-05
MKT Advisors LLC
1,725$402.1K0.1%ETFLowCarlsbad, CA2026-10-20
Walkner Condon Financial Advisors LLC
1,723$399.1K0.0%ETFLowVerona, WI2026-11-02
Hardworking Capital Advisors, LLC
1,721$398.6K0.3%GrowthMediumPalm Desert, CA2026-10-20
NWF Advisory Services Inc.
1,714$397.0K0.0%GARPLowLos Angeles, CA2026-10-19
Cornerstone Planning Group LLC
1,706$401.0K0.0%ETFMediumFairfield, NJ2026-10-16
Mitchell Sinkler & Starr
1,700$393.8K0.2%CoreVery LowPhiladelphia, PA2026-10-13
Enclave Advisors LLC
1,687$390.8K0.0%ETFMediumAustin, TX2026-10-14
71 West Capital Partners
1,673$387.5K0.0%IndexVery LowBoston, MA2026-11-04
Bryant Woods Investment Advisors, LLC
1,672$387.3K0.1%ETFLowGetzville, NY2026-10-26
Secure Asset Management, LLC
1,657$383.9K0.1%GrowthMediumTroy, MI2026-10-19
Cedar Mountain Advisors, LLC
1,652$382.6K0.1%ETFVery LowLake Oswego, OR2026-10-15
New Perspectives, Inc
1,651$382.4K0.1%ETFVery LowTougaloo, MS2026-10-14
Downshift Financial, LLC
1,648$381.7K0.2%ETFLowBoulder, CO2026-10-13
Leo Wealth, LLC
1,639$379.7K0.1%CoreLowHurst, TX2026-10-26
Manuka Financial, LLC
1,629$377.2K0.2%ETFVery LowRichmond, VA2026-10-16
Bay Capital Advisors, LLC
1,607$372.2K0.2%ETFLowVirginia Beach, VA2026-10-16
Merited Wealth, LLC
1,600$370.6K0.3%ETFMediumNorth Bay Village, FL2026-10-13
Clientfirst Wealth Management, LLC
1,591$368.5K0.3%Deep ValueVery LowLittle Rock, AR2026-11-04
Biltmore Family Office, LLC
1,572$364.1K0.0%GrowthLowCharlotte, NC2026-11-03
Cassaday & Co Wealth Management LLC
1,571$363.9K0.0%ETFVery LowMclean, VA2026-10-27
Interchange Capital Partners, LLC
1,566$362.6K0.1%GrowthLowPittsburgh, PA2026-10-28
Rhodes Investment Advisors Inc
1,550$359.0K0.3%CoreMediumFort Worth, TX2026-10-07
Register Financial Advisors LLC
1,545$357.9K0.1%GARPLowAtlanta, GA2026-10-23
Glenview Trust Co
1,541$356.9K0.0%GrowthVery LowLouisville, KY2026-10-28
Juno Financial Group LLC
1,539$356.5K0.1%ETFMediumRichmond, VA2026-10-27
Koenig Investment Advisory, LLC
1,535$355.5K0.3%ETFVery LowAshland, OR2026-10-09
Verus Financial Partners, Inc.
1,532$354.8K0.0%ETFVery LowRichmond, VA2026-10-29
Rockwood Wealth Management, LLC
1,530$354.4K0.0%ETFVery LowNew Hope, PA2026-10-27
Laurel Wealth Advisors LLC
1,525$353.2K0.0%CoreVery LowCharlotte, NC2026-10-27
Heartwood Wealth Advisors LLC
1,517$351.4K0.0%ETFLowRichmond, VA2026-10-05
Quadcap Wealth Management, LLC
1,515$350.9K0.0%ETFLowFrisco, TX2026-11-02
Global Assets Advisory, LLC
1,510$358.7K0.1%GrowthHighOrlando, FL2026-10-28
Meriwether Wealth & Planning, LLC
1,507$349.1K0.2%ETFMediumMinden, LA2026-10-13
Richardson Financial Services Inc.
1,487$344.4K0.2%GrowthMediumMedway, MA2026-10-30
First Nebraska Trust Co
1,483$343.5K0.0%CoreVery LowLincoln, NE2026-10-30
Gateway Investment Advisers LLC
1,482$343.3K0.0%GrowthLowCincinnati, OH2026-10-13
Balefire, LLC
1,479$342.6K0.1%ETFMediumDallas, TX2026-10-09
CoreCap Advisors, LLC
1,478$342.5K0.0%ETFMediumSouthfield, MI2026-10-08
Gamma Investing LLC
1,474$341.4K0.0%IndexVery LowFoster City, CA2026-10-08
Alpha Omega Wealth Management LLC
1,472$341.0K0.1%ValueLowRichmond, VA2026-10-23
Carolina Wealth Management Inc
1,466$339.6K0.1%ETFN/AGreenville, NC2026-10-29
Mission Wealth Management, LP
1,462$338.6K0.0%ETFLowSanta Barbara, CA2026-10-15
CDM Financial Counseling Services, Inc.
1,456$337.3K0.3%ETFVery LowNorwich, CT2026-10-15
Madson Wealth Advisors Inc
1,453$336.6K0.2%ETFLowSanta Rosa, CA2026-10-13
Oakworth Capital, Inc.
1,453$336.6K0.0%ETFLowBirmingham, AL2026-10-26
Insight Wealth Strategies, LLC
1,408$326.2K0.0%ETFHighSan Ramon, CA2026-10-09
Castle Rock Wealth Management, LLC
1,398$331.5K0.1%GrowthMediumWalnut Creek, CA2026-10-09
Lantern Wealth Advisors, LLC
1,392$322.4K0.1%GrowthLowMelville, NY2026-10-22
Mullooly Asset Management, Inc.
1,387$321.1K0.1%ETFVery LowWall Township, NJ2026-10-30
Everhart Financial Group, Inc.
1,383$320.2K0.0%ETFLowDublin, OH2026-10-08
Intelligent Financial Strategies
1,381$319.8K0.2%ETFVery LowExcelsior, MN2026-10-16
Mirador Capital Partners LP
1,380$319.5K0.0%GrowthMediumPleasanton, CA2026-10-09
Inspirion Wealth Advisors, LLC
1,350$312.7K0.0%ETFMediumLibertyville, IL2026-10-09
J.Safra Asset Management Corp
1,344$311.3K0.0%ETFLowNew York, NY2026-11-03
Verum Partners LLC
1,340$310.3K0.0%ETFLowCharlotte, NC2026-10-21
Forvis Mazars Wealth Advisors, LLC
1,340$310.4K0.0%ETFVery LowSpringfield, MO2026-10-13
Simplicity Wealth,LLC
1,329$307.8K0.0%ETFLowSummit, NJ2026-10-23
Creative Financial Designs Inc
1,325$307.0K0.0%ETFMediumKokomo, IN2026-11-04
Donalies Financial Planning, LLC
1,315$304.6K0.2%ETFVery LowWashington, DC2026-10-19
Beacon Advisors Holdings, LLC
1,302$301.5K0.1%ETFVery LowAustin, TX2026-10-27
Wealth Dimensions Group, Ltd.
1,301$301.3K0.1%ETFLowCincinnati, OH2026-11-02
Midway Capital Research & Management
1,301$301.4K0.3%CoreVery LowChicago, IL2026-10-20
NBT Bank, N.A.
1,293$299.4K0.0%CoreLowNorwich, NY2026-10-21
Liberty Capital Management, Inc.
1,292$299.3K0.1%CoreVery LowBirmingham, MI2026-11-02
MassMutual Private Wealth & Trust, FSB
1,286$297.9K0.0%CoreLowSpringfield, MA2026-10-05
Ellsworth Advisors, LLC
1,286$297.9K0.0%GARPHighHudson, OH2026-10-15
Summit Global Investments
1,272$2950.0%CoreMediumBountiful, UT2026-10-28
Avior Wealth Management, LLC
1,265$293.1K0.0%ETFMediumOmaha, NE2026-10-13
Nixon Peabody Trust Co
1,260$291.9K0.0%GrowthLowBoston, MA2026-10-23
Auour Investments LLC
1,256$290.9K0.1%ETFLowWoburn, MA2026-10-28
GC Wealth Management RIA, LLC
1,234$285.8K0.0%GrowthMediumCambridge, MA2026-11-02
XY Planning Network, Inc.
1,232$285.4K0.0%ETFLowBozeman, MT2026-10-14
D.B. Root & Company, LLC
1,231$285.1K0.1%ETFLowPittsburgh, PA2026-11-04
Accredited Investors Inc.
1,229$284.7K0.0%ETFLowEdina, MN2026-11-03
Pinion Investment Advisors, LLC
1,226$284.0K0.1%ETFLowWichita, KS2026-11-04
Guilbault Capital LLC
1,225$283.7K0.3%ETFMediumMetairie, LA2026-10-28
Rinkey Investments
1,224$283.5K0.1%ETFLowSan Diego, CA2026-10-28
Shakespeare Wealth Management, LLC
1,201$278.2K0.1%ETFMediumPewaukee, WI2026-10-28
Svrn Asset Management, LLC
1,200$278.0K0.1%ETFVery LowAustin, TX2026-11-02
World Equity Group, Inc.
1,199$277.8K0.1%GrowthMediumSchaumburg, IL2026-10-14
Bucket List Wealth Management, LLC
1,183$274.0K0.1%ETFMediumThe Villages, FL2026-10-22
Beacon Financial Advisory LLC
1,181$273.6K0.1%ETFLowCleveland, OH2026-10-16
AlphaCore Capital LLC
1,179$273.1K0.0%ETFLowLa Jolla, CA2026-11-04
Nicholas Hoffman & Company, Llc.
1,171$271.3K0.0%ETFVery LowAtlanta, GA2026-10-30
Total Clarity Wealth Management, Inc.
1,142$264.6K0.1%ETFMediumSt. Charles, IL2026-10-26
Adirondack Capital Advisors, LLC
1,139$263.8K0.1%ETFVery LowSyracuse, NY2026-10-09
Valen Private Capital, LLC
1,134$262.7K0.1%ETFN/APaoli, PA2026-10-23
Seamount Financial Group Inc
1,133$262.4K0.1%ETFLowColorado Springs, CO2026-10-21
Journey Advisory Group, LLC
1,128$261.3K0.0%CoreMediumCovington, KY2026-11-04
BAR Harbor Wealth Management
1,100$254.8K0.0%CoreLowConcord, NH2026-10-21
Parcion Private Wealth LLC
1,100$254.8K0.0%CoreMediumBellevue, WA2026-10-28
Able Financial Group, LLC
1,096$253.9K0.0%ETFLowScottsdale, AZ2026-10-14
Annex Advisory Services, LLC
1,092$252.9K0.0%GrowthHighBrookfield, WI2026-10-16
Taylor Securities Services, Inc.
1,088$252.0K0.1%ETFLowHarrisburg, PA2026-10-20
Carnegie Investment Counsel
1,076$249.2K0.0%CoreLowPepper Pike, OH2026-10-20
One Day In July LLC
1,072$248.3K0.0%ETFVery LowBurlington, VT2026-10-30
Mallini Complete Financial Planning LLC
1,070$247.8K0.2%ETFMediumGainesville, FL2026-10-06
Boston Trust Walden Corp
1,050$243.2K0.0%CoreLowBoston, MA2026-10-30
PKS Advisory Services, LLC
1,048$258.1K0.0%ETFMediumAlbany, NY2026-10-26
Revolve Wealth Partners, LLC
1,023$236.9K0.0%ETFVery LowHackensack, NJ2026-10-23
Centurion Wealth Management LLC
1,016$235.4K0.1%ETFMediumMclean, VA2026-10-13
Fearless Solutions, LLC dba Best Invest
1,015$235.1K0.1%ETFLowSan Antonio, TX2026-10-14
Hardin Capital Partners, LLC
1,007$233.2K0.1%YieldVery LowGreenville, SC2026-10-09
Sterling Investment Advisors, Ltd.
1,000$231.6K0.0%GrowthLowBerwyn, PA2026-10-27
Beacon Financial Group
1,000$231.6K0.0%ETFMediumDallas, TX2026-10-19
Asset Dedication, LLC
997$230.9K0.0%ETFLowSan Francisco, CA2026-11-03
Ferguson Wellman Capital Management, Inc
997$230.9K0.0%CoreLowPortland, OR2026-10-05
Bath Savings Trust Co
992$229.8K0.0%CoreLowBath, ME2026-10-07
Union Savings Bank
989$229.1K0.1%CoreLowLitchfield, CT2026-10-14
Morton Brown Family Wealth, LLC
965$223.4K0.0%ETFVery LowAllentown, PA2026-10-23
Trifecta Capital Advisors, LLC
943$218.4K0.0%Agg GrowthVery LowNorthbrook, IL2026-10-21
Vilga Financial Planning LLC
937$217.0K0.1%ETFVery LowFair Lawn, NJ2026-10-09
Value Investment Professionals, LLC
927$214.7K0.2%ETFHighNew York, NY2026-10-13
RAM Investment Partners, LLC
925$214.3K0.0%ETFLowBellevue, WA2026-10-21
Robertson Stephens Wealth Management, LLC
924$213.9K0.0%ETFMediumSan Francisco, CA2026-10-16
Visionary Wealth Advisors
921$213.3K0.0%ETFLowO'Fallon, IL2026-11-04
Amplius Wealth Advisors, LLC
910$210.7K0.0%ETFLowBlue Bell, PA2026-10-20
Abound Wealth Management
907$210.0K0.0%ETFVery LowFranklin, TN2026-10-26
Birchbrook, Inc.
900$208.5K0.1%ETFLowBangor, ME2026-10-14
Sather Financial Group Inc
897$207.8K0.0%CoreLowVictoria, TX2026-10-30
Patton Albertson Miller Group, LLC
896$207.5K0.0%CoreLowChattanooga, TN2026-10-26
Hughes Financial Services, LLC
893$210.2K0.0%ETFLowHerndon, VA2026-10-30
PMG Family Office LLC
892$206.6K0.2%YieldVery LowPlano, TX2026-10-19
Clarity Wealth Advisors, LLC
883$204.6K0.0%ETFVery LowSan Jose, CA2026-10-21
Signet Investment Advisory Group, Inc.
883$204.5K0.1%CoreVery LowProvidence, RI2026-10-30
RFG Holdings, Inc.
876$203.0K0.0%ETFLowArgyle, TX2026-10-30
Csenge Advisory Group
864$200.1K0.0%ETFMediumClearwater, FL2026-11-04
Valeo Financial Advisors, LLC
864$200.1K0.0%ETFLowCarmel, IN2026-10-08
Financial Perspectives, Inc
792$183.6K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Fairman Group, LLC
719$166.5K0.1%ETFLowChesterbrook, PA2026-10-26
SBI Securities Co., Ltd.
706$163.5K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Portfolio Resources Advisor Group, Inc.
674$156.1K0.1%ETFMediumCoral Gables, FL2026-10-20
Hurley Capital, LLC
656$151.9K0.1%GARPMediumNew York, NY2026-11-05
Cullen T Bankers, Inc.
638$147.8K0.0%GrowthLowSan Antonio, TX2026-10-28
Compass Financial Management LLC
615$142.6K0.0%CoreN/ATampa, FL2026-10-30
SYM Financial Corp
604$139.9K0.0%ETFVery LowWinona Lake, IN2026-10-26
Acropolis Investment Management, LLC
596$138.1K0.0%ETFLowSt. Louis, MO2026-10-08
Princeton Global Asset Management LLC
559$129.5K0.0%GrowthLowPrinceton, NJ2026-10-21
Entrust Financial LLC
552$127.9K0.1%ETFLowWayne, PA2026-11-04
KFG LLC
527$122.1K0.1%ETFN/ARapid City, SD2026-11-02
Ascentis Wealth Management, LLC
494$114.4K0.0%Agg GrowthLowDallas, TX2026-11-03
Signature Equity Partners, LLC
473$109.6K0.0%GrowthMediumColumbus, OH2026-10-29
SBK Financial, Inc.
464$107.5K0.1%N/AN/ARichmond, VA2026-11-02
Edgemoor Investment Advisors, Inc.
455$105.3K0.0%CoreVery LowBethesda, MD2026-11-03
CX Institutional
422$980.0%CoreMediumAuburn, IN2026-10-02
DecisionPoint Financial, LLC
409$95.3K0.0%ETFVery LowMesa, AZ2026-10-27
Arlington Trust Co LLC
400$92.7K0.0%ETFMediumBirmingham, AL2026-10-20
New England Capital Financial Advisors LLC
394$91.3K0.0%ETFLowMeriden, CT2026-11-03
MeadowBrook Investment Advisors LLC
365$83.9K0.1%CoreLowLivonia, MI2026-10-29
Peoples Financial Services Corp.
362$83.8K0.0%CoreVery LowMoosic, PA2026-10-20
United Financial Planning Group LLC
353$81.8K0.0%ETFHighHauppauge, NY2026-11-04
Financial Network Wealth Advisors LLC
325$75.3K0.1%ETFLowMurray, UT2026-10-28
Barrett & Company, Inc.
320$74.1K0.0%ETFLowProvidence, RI2026-10-22
Planning Strategies Inc.
286$66.2K0.0%ETFN/ALancaster, PA2026-10-02
Jnba Financial Advisors
285$66.0K0.0%ETFMediumBloomington, MN2026-11-03
Tsfg, LLC
280$650.0%ETFLowLake Forest, IL2026-10-23
Glass Jacobson Investment Advisors llc
279$64.6K0.0%ETFLowOwings Mills, MD2026-10-26
American National Bank & Trust
276$63.9K0.0%CoreVery LowWichita Falls, TX2026-10-07
Burk Holdings LLC
276$63.9K0.0%ETFVery LowTulsa, OK2026-11-05
First Premier Bank
270$630.0%CoreVery LowSioux Falls, SD2026-10-13
PFS Partners, LLC
269$62.4K0.0%ETFVery LowMine Hill, NJ2026-10-21
Piscataqua Savings Bank
265$61.4K0.0%CoreVery LowPortsmouth, NH2026-10-21
Pinnacle Bancorp, Inc.
264$61.1K0.0%CoreVery LowBeatrice, NE2026-10-21
Cherry Tree Wealth Management, LLC
251$58.1K0.0%ETFVery LowMinnetonka, MN2026-10-15
Albion Financial Group
250$57.9K0.0%GrowthLowSalt Lake City, UT2026-10-21
Rossmore Private Capital
248$57.4K0.0%CoreLowGlastonbury, CT2026-10-27
Washington Trust Advisors, Inc.
245$56.7K0.0%GrowthLowWellesley, MA2026-10-22
Gladwyn Financial Advisors, Inc.
224$51.9K0.0%ETFVery LowChantilly, VA2026-10-05
Bangor Savings Bank
222$51.4K0.0%ETFLowBangor, ME2026-10-06
Triumph Capital Management
214$49.6K0.0%ETFMediumDenver, CO2026-10-14
Cordgrass Capital Advisors, LLC
200$46.3K0.0%CoreLowRaleigh, NC2026-10-30
Old Second National Bank of Aurora
199$46.1K0.0%CoreLowAurora, IL2026-10-22
Tradewinds Capital Management, LLC
199$46.1K0.0%ETFVery HighBellingham, WA2026-10-23
West Branch Capital LLC
193$44.7K0.0%GrowthVery LowAmherst, MA2026-10-20
City Holding Co
193$44.7K0.0%CoreLowCharleston, WV2026-10-19
Reap Financial Group, LLC
188$43.6K0.0%ETFLowAustin, TX2026-11-02
Concord Wealth Partners
188$43.5K0.0%GrowthLowAbingdon, VA2026-11-02
MilWealth Group LLC
178$41.3K0.0%ETFVery LowMilwaukee, WI2026-11-02
Key FInancial Inc
166$38.5K0.0%ETFLowWest Chester, PA2026-11-02
Wealth Analytics Partners, LLC
162$37.5K0.0%ETFVery LowSan Diego, CA2026-10-19
Center for Financial Planning, Inc.
159$36.8K0.0%ETFLowSouthfied, MI2026-10-26
True Wealth Design, LLC
157$36.4K0.0%ETFMediumAkron, OH2026-10-13
Transce3nd, LLC
156$36.2K0.0%GrowthLowBuda, TX2026-10-26
Western Pacific Wealth Management, LP
150$34.7K0.0%GrowthLowLake Forest, IL2026-10-16
City State Bank
146$33.8K0.0%GrowthVery LowNorwalk, IA2026-10-20
Angeles Wealth Management, LLC
142$32.9K0.0%ETFLowSanta Monica, CA2026-10-26
Advanced Asset Management Advisors Inc
142$32.8K0.0%CoreVery LowDublin, OH2026-10-20
Clark Wealth Partners
127$29.4K0.0%ETFVery LowO'Fallon, IL2026-10-19
Pacifica Partners Inc.
118$27.5K0.0%CoreLowSurrey, South Africa2026-10-09
MidAtlantic Capital Management, Inc.
117$27.1K0.0%ETFVery LowRichmond, VA2026-11-05
Golden State Wealth Management, LLC
114$26.4K0.0%ETFMediumSanta Ana, CA2026-11-02
Wagner Wealth Management, LLC
113$26.2K0.0%ETFLowGreenville, SC2026-10-21
Nova Financial LLC
108$25.1K0.0%N/AN/ATucson, AZ2026-11-04
Physician Wealth Advisors, Inc.
106$24.7K0.0%ETFMediumMidvale, UT2026-10-20
DT Investment Partners, LLC
103$23.9K0.0%ETFVery LowChadds Ford, PA2026-10-27
Kroeger Financial Partners
99$22.9K0.0%ETFN/AGrass Valley, CA2026-10-19
Parkside Financial Bank & Trust
97$22.6K0.0%CoreVery LowSaint Louis, MO2026-10-27
Mascoma Wealth Management LLC
96$22.2K0.0%ETFVery LowHanover, NH2026-10-23
Cape Investment Advisory, Inc.
95$22.0K0.0%ETFLowMcdonough, GA2026-10-13
Lynch Investment Planning, LLC
87$20.2K0.0%ETFLowNewtown Square, PA2026-10-27
Brown, Lisle Ings, Inc.
76$17.6K0.0%CoreVery LowProvidence, RI2026-10-16
Bear Mountain Capital, Inc.
68$15.4K0.0%ETFLowSeattle, WA2026-11-04
Beacon Financial Strategies Corp
65$15.1K0.0%ETFVery LowRaleigh, NC2026-10-14
Networth Advisors, LLC
64$14.9K0.0%ETFMediumCanonsburg, PA2026-11-03
Wilmington Savings Fund Society, FSB
63$14.6K0.0%CoreLowWilmington, DE2026-10-23
Latitude Advisors, LLC
60$13.9K0.0%ETFLowYorkville, IL2026-10-27
Manchester Capital Management LLC
59$13.7K0.0%CoreLowManchester, VT2026-10-22
Halbert Hargrove Global Advisors, LLC
56$13.0K0.0%ETFLowLong Beach, CA2026-10-16
Pinnacle Wealth Planning Services, Inc.
52$12.0K0.0%GARPLowMansfield, OH2026-10-27
Avion Wealth
50$110.0%ETFLowThe Woodlands, TX2026-11-04
Moisand Fitzgerald Tamayo, LLC
45$10.4K0.0%ETFVery LowOrlando, FL2026-10-15
Bokf, NA
45$10.4K0.0%CoreLowTulsa, OK2026-10-27
Pioneer Family Office, LLC
42$9.8K0.0%ETFMediumNorth Miami Beach, FL2026-10-30
Pillar Financial Advisors, LLC
36$8.3K0.0%ETFVery LowLouisville, KY2026-10-21
Private Wealth Management Group, LLC
35$8.1K0.0%ETFLowPrinceton, NJ2026-10-19
SJS Investment Consulting Inc.
35$8.1K0.0%ETFVery LowSylvania, OH2026-10-26
Fiduciary Advisors, Inc.
32$7.4K0.0%ETFLowSt. Louis, MO2026-10-16
Provenance Wealth Advisors, LLC
31$7.2K0.0%ETFLowFort Lauderdale, FL2026-10-30
Advocate Investing Services LLC
27$6.3K0.0%ETFLowWoodbine, MD2026-10-26
Thurston, Springer, Miller, Herd & Titak, Inc.
25$5.8K0.0%GrowthMediumIndianapolis, IN2026-10-14
Murphy & Mullick Capital Management Corp
20$4.6K0.0%GrowthLowSmithtown, NY2026-11-02
Montgomery Financial Services LLC
20$4.6K0.0%ETFN/AOcean City, MD2026-11-03
Balance Wealth Partners LLC
19$4.3K0.0%ETFMediumWorthington, OH2026-10-27
Evolution Wealth Management Inc.
18$4.2K0.0%ETFMediumFort Myers, FL2026-10-28
NorthAvenue LLC
16$3.7K0.0%ETFVery LowColumbus, OH2026-10-29
Buck Wealth Strategies, LLC
16$3.7K0.0%ValueMediumDenver, CO2026-10-28
Ashton Thomas Securities, LLC
12$2.8K0.0%ETFMediumRochester, NY2026-10-26
Smallwood Wealth Investment Management, LLC
10$2.3K0.0%ETFVery LowRed Bank, NJ2026-10-30
Next Level Wealth Planning, LLC
8$1.9K0.0%ETFVery LowMeridian, ID2026-10-29
Nemes Rush Group LLC
7$1.6K0.0%CoreVery LowNovi, MI2026-11-04
Signature Resources Capital Management, LLC
7$1.6K0.0%ETFLowNewport Beach, CA2026-10-16
Highline Wealth Partners LLC
7$1.7K0.0%ETFMediumSherman Oaks, CA2026-10-19
Allspring Global Investments Holdings, LLC
6$1.4K0.0%CoreMediumCharlotte, NC2026-11-04
Central Pacific Bank - Trust Division
6$1.4K0.0%CoreMediumHonolulu, HI2026-10-06
West Paces Advisors Inc.
5$1.2K0.0%ETFLowAtlanta, GA2026-10-13
Blue Bell Private Wealth Management, LLC
5$1.2K0.0%YieldVery LowBlue Bell, PA2026-10-29
Richards, Merrill & Peterson, Inc.
4$9270.0%GrowthLowSpokane, WA2026-10-19
First Pacific Financial
3$6950.0%ETFLowVancouver, WA2026-10-14
Kozak & Associates, Inc.
3$7010.0%ETFLowHighlands Ranch, CO2026-10-29
Elevated Capital Advisors, LLC
1$2330.0%ETFMediumSandy, UT2026-11-04