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Wisdomtree US Largecap Divid (DLN)

CUSIP: 97717W307 | NYSE | 993 institutional holders

Quarters

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

Creative Planning1,323,478
0.1% of portfolio›$128.6M
Trilogy Capital Inc.1,202,198
4.5% of portfolio›$116.9M
Waterway Wealth Management, LLC663,444
11.0% of portfolio›$58.0M
CLG LLC442,636
9.0% of portfolio›$43.0M
Commonwealth Equity Services, LLC418,845
0.1% of portfolio›$40.7M
Lee, Kelleher & Klein Wealth Management391,195
19.6% of portfolio›$38.0M
Cambridge Investment Research Advisors, Inc.365,052
0.0% of portfolio›$35.5K
Fidelis iM, LLC313,206
10.1% of portfolio›$30.4M
Fox Financial, Inc306,152
21.3% of portfolio›$29.8M
Kestra Advisory Services, LLC296,659
0.1% of portfolio›$28.8M
Fairway Wealth LLC252,671
5.3% of portfolio›$24.6M
D.A. Davidson & Co.208,035
0.1% of portfolio›$20.2M
Revolve Wealth Partners, LLC198,715
2.0% of portfolio›$19.3M
Wealth Enhancement Advisory Services, LLC126,909
0.0% of portfolio›$12.5M
United Advisor Group, LLC125,281
1.2% of portfolio›$12.2M
Strategic Family Wealth Counselors, L.L.C.124,911
2.8% of portfolio›$12.1M
TopTier Wealth Management, LLC118,277
6.7% of portfolio›$11.5M
CX Institutional111,877
0.3% of portfolio›$10.9K
Aspiriant, LLC108,829
0.3% of portfolio›$10.6M
Key FInancial Inc92,954
1.5% of portfolio›$9.0M
Moller Wealth Partners91,319
1.6% of portfolio›$8.9M
Fifth Third Securities, Inc.80,603
0.4% of portfolio›$7.8M
Centennial Wealth Advisory LLC76,990
1.5% of portfolio›$7.5M
Truist Financial Corp69,177
0.0% of portfolio›$6.7M
Koshinski Asset Management, Inc.66,047
0.3% of portfolio›$6.4M
1900 Wealth Management LLC62,554
0.3% of portfolio›$6.1M
Kestra Private Wealth Services, LLC60,199
0.1% of portfolio›$5.9M
Graves Light Lenhart Wealth, Inc.58,944
0.5% of portfolio›$5.7M
Flagship Wealth Advisors, LLC54,451
1.1% of portfolio›$5.3M
Sigma Planning Corp53,936
0.1% of portfolio›$5.2M
Fifth Third Bancorp52,785
0.0% of portfolio›$5.1M
Etesian Wealth Advisors, Inc.52,732
1.5% of portfolio›$5.1M
Kingswood Wealth Advisors, LLC51,840
0.2% of portfolio›$5.0M
Stenger Family Office, LLC47,499
0.6% of portfolio›$4.7M
Uhlmann Price Securities, LLC46,042
0.2% of portfolio›$4.5M
WealthPlan Investment Management, LLC44,692
0.2% of portfolio›$4.3M
MidAtlantic Capital Management, Inc.44,549
2.6% of portfolio›$4.3M
Concurrent Investment Advisors, LLC44,479
0.0% of portfolio›$4.3M
Nadler Financial Group, Inc.43,286
0.4% of portfolio›$4.2M
Assetmark, Inc39,667
0.0% of portfolio›$3.9M
Linscomb Wealth, Inc.38,325
0.2% of portfolio›$3.7M
True Link Financial Advisors, LLC38,123
0.2% of portfolio›$3.7M
Dickmeyer Boyce Financial Management, Inc.36,183
1.8% of portfolio›$3.5M
Meridian Financial Partners LLC36,050
1.2% of portfolio›$3.6M
Mather Group, Llc.32,075
0.0% of portfolio›$3.1M
Keybank National Association31,295
0.0% of portfolio›$3.0M
CRA Financial Services, LLC31,158
0.3% of portfolio›$3.0M
Mission Wealth Management, LP29,860
0.0% of portfolio›$2.9M
CoreCap Advisors, LLC29,009
0.1% of portfolio›$2.8M
Lido Advisors, LLC28,291
0.0% of portfolio›$2.8M
Bank of New York Mellon Corp27,942
0.0% of portfolio›$2.7M
Vise Technologies, Inc.27,186
0.0% of portfolio›$2.6M
PFG Advisors25,953
0.1% of portfolio›$2.5M
Citigroup Inc25,842
0.0% of portfolio›$2.5M
Chicago Partners Investment Group LLC24,912
0.0% of portfolio›$2.5M
Allen Capital Group, LLC23,779
0.2% of portfolio›$2.3M
Team Financial Group, LLC22,233
0.9% of portfolio›$2.2M
Culbertson A N & Co Inc22,093
0.2% of portfolio›$2.1M
Kondo Wealth Advisors, Inc.22,040
0.7% of portfolio›$2.1M
US Bancorp \de\21,896
0.0% of portfolio›$2.1M
Amplius Wealth Advisors, LLC20,969
0.1% of portfolio›$2.0M
Oppenheimer & Co Inc20,719
0.0% of portfolio›$2.0M
Inspirion Wealth Advisors, LLC20,356
0.2% of portfolio›$2.0M
Wedmont Private Capital19,616
0.0% of portfolio›$1.9M
GSG Advisors LLC19,310
0.4% of portfolio›$1.9M
J.W. Cole Advisors, Inc.18,716
0.0% of portfolio›$1.8M
Independent Wealth Network Inc.18,477
0.5% of portfolio›$1.8M
KPP Advisory Services LLC17,755
0.3% of portfolio›$1.7M
WealthBridge Capital Management, LLC17,581
0.3% of portfolio›$1.7M
KCM Investment Advisors LLC17,432
0.1% of portfolio›$1.7M
WealthCare Investment Partners, LLC17,393
0.4% of portfolio›$1.7M
Flynn Zito Capital Management, LLC16,934
0.4% of portfolio›$1.6M
Apollon Wealth Management, LLC16,666
0.0% of portfolio›$1.6M
HB Wealth Management, LLC16,653
0.0% of portfolio›$1.6M
Valeo Financial Advisors, LLC16,544
0.0% of portfolio›$1.6M
Tranquility Partners, LLC15,746
0.5% of portfolio›$1.5M
Farther Finance Advisors, LLC15,740
0.0% of portfolio›$1.5M
Asset One Wealth Management LLC15,092
0.1% of portfolio›$1.5M
St. Clair Advisors, LLC14,602
0.4% of portfolio›$1.4M
Private Trust Co NA14,446
0.1% of portfolio›$1.4M
Parallel Advisors, LLC14,120
0.0% of portfolio›$1.4M
G&S Capital LLC13,752
0.4% of portfolio›$1.3M
Woodard & Co Asset Management Group Inc13,635
0.2% of portfolio›$1.3M
Platform Technology Partners13,597
0.2% of portfolio›$1.3M
Beacon Financial Group13,131
0.1% of portfolio›$1.3M
TigerOak Management, L.L.C.13,123
0.3% of portfolio›$1.3M
Perryman Financial Advisory Inc13,079
0.2% of portfolio›$1.3M
Ashton Thomas Private Wealth, LLC12,927
0.0% of portfolio›$1.3M
Thrivent Financial for Lutherans12,356
0.0% of portfolio›$1.2K
Caliber Wealth Management, LLC / KS12,154
0.1% of portfolio›$1.2M
Daymark Wealth Partners, LLC12,150
0.0% of portfolio›$1.2M
Atria Investments, Inc12,125
0.0% of portfolio›$1.2M
Moneco Advisors, LLC11,457
0.1% of portfolio›$1.1M
MCF Advisors LLC11,453
0.0% of portfolio›$1.1M
Wedbush Securities Inc11,379
0.0% of portfolio›$1.1K
Harpswell Capital Advisors, LLC11,111
0.7% of portfolio›$1.1M
Dynamic Advisor Solutions LLC11,008
0.0% of portfolio›$1.1M
Lanark Financial, Inc.10,229
0.1% of portfolio›$994.3K
Well Done, LLC9,954
0.1% of portfolio›$967.5K
Eagle Strategies LLC9,827
0.1% of portfolio›$955.2K
Mesirow Financial Investment Management, Inc.9,402
0.0% of portfolio›$913.9K
High Net Worth Advisory Group LLC9,240
0.2% of portfolio›$898.1K
626 Financial, LLC9,026
0.3% of portfolio›$877.3K
Citizens Financial Group Inc8,992
0.0% of portfolio›$874.0K
RFG Advisory, LLC8,818
0.0% of portfolio›$857.1K
Noesis Capital Mangement Corp8,764
0.1% of portfolio›$851.9K
Kaydan Wealth Management, Inc.8,694
0.3% of portfolio›$845.1K
Capital Advisors Wealth Management, LLC8,493
0.1% of portfolio›$825.6K
Nfsg Corp8,174
0.1% of portfolio›$794.6K
Summit Wealth Group LLC / Co7,731
0.0% of portfolio›$751.5K
Diversify Advisory Services, LLC7,720
0.0% of portfolio›$770.4K
Diversify Wealth Management, LLC7,720
0.0% of portfolio›$770.4K
Brighton Jones LLC7,554
0.0% of portfolio›$734.3K
Live Oak Investment Partners7,519
0.4% of portfolio›$730.8K
Adamsbrown Wealth Consultants LLC7,486
0.1% of portfolio›$727.7K
Benedict Financial Advisors Inc7,188
0.1% of portfolio›$698.6K
Post Resch Tallon Group Inc.7,085
0.5% of portfolio›$688.7K
Wealthcare Advisory Partners LLC6,990
0.0% of portfolio›$679.5K
Lyell Wealth Management, LP6,885
0.0% of portfolio›$669.2K
Oak Barrel Wealth Advisory LLC6,773
0.3% of portfolio›$658.4K
Grandview Asset Management LLC6,663
0.2% of portfolio›$647.7K
Stonebridge Financial Group, LLC6,608
0.0% of portfolio›$642.3K
Avidian Wealth Enterprises, LLC6,452
0.0% of portfolio›$627.2K
International Assets Investment Management, LLC6,438
0.0% of portfolio›$626.1K
Perigon Wealth Management, LLC6,400
0.0% of portfolio›$622.0K
Choreo, LLC6,262
0.0% of portfolio›$608.6K
Powers Advisory Group, LLC5,988
0.2% of portfolio›$582.0K
Henderson Brothers Financial Partners, LLC5,848
0.2% of portfolio›$568.4K
Impact Capital Partners LLC5,834
0.2% of portfolio›$567.1K
LS Investment Advisors, LLC5,800
0.1% of portfolio›$563.8K
Heritage OAK Wealth Advisors LLC5,773
0.2% of portfolio›$561.1K
Associated Banc-Corp5,656
0.0% of portfolio›$549.8K
Howard Bailey Securities, LLC5,526
0.2% of portfolio›$537.2K
Studio Investment Management LLC5,407
0.1% of portfolio›$525.6K
Burns J W & Co Inc5,339
0.1% of portfolio›$519.0K
MGO One Seven LLC5,218
0.0% of portfolio›$507.2K
Midland Wealth Advisors, LLC5,165
0.0% of portfolio›$502.0K
Cornerstone Wealth Management, LLC5,130
0.0% of portfolio›$498.6K
Hazlett, Burt & Watson, Inc.5,098
0.0% of portfolio›$495
SMI Advisory Services, LLC5,048
0.1% of portfolio›$500.3K
Marion Wealth Management4,967
0.1% of portfolio›$482.8K
Cora Capital Advisors LLC4,964
0.1% of portfolio›$482.5K
Courier Capital LLC4,912
0.0% of portfolio›$477.4K
EverSource Wealth Advisors, LLC4,859
0.0% of portfolio›$472.3K
ARK & TLK Investments, LLC4,856
0.1% of portfolio›$472.0K
Facet Wealth, Inc.4,818
0.0% of portfolio›$468.3K
Robinson Smith Wealth Advisors LLC4,763
0.3% of portfolio›$463.0K
Midwest Trust Co4,753
0.0% of portfolio›$462.0K
Equitable Trust Co4,700
0.0% of portfolio›$456.8K
Salomon & Ludwin, LLC4,661
0.0% of portfolio›$453.0K
Rockport Wealth LLC4,590
0.1% of portfolio›$446.1K
Florida Trust Wealth Management Co4,565
0.0% of portfolio›$443.7K
Willow Creek Wealth Management Inc.4,386
0.0% of portfolio›$426.3K
SpringVest Wealth Management LLC4,125
0.2% of portfolio›$401.0K
Larson Financial Group LLC4,050
0.0% of portfolio›$393.7K
HUB Investment Partners, LLC4,047
0.0% of portfolio›$393.4K
Code Waechter LLC4,000
0.2% of portfolio›$388.8K
ShoreHaven Wealth Partners, LLC3,981
0.1% of portfolio›$387.0K
Rockland Trust Co3,980
0.0% of portfolio›$386.9K
Modera Wealth Management, LLC3,927
0.0% of portfolio›$381.7K
Garrett Wealth Advisory Group, LLC3,870
0.1% of portfolio›$376.1K
SAX Wealth Advisors, LLC3,869
0.0% of portfolio›$376.1K
Sheets Smith Wealth Management3,793
0.0% of portfolio›$368.7K
Certuity, LLC3,733
0.0% of portfolio›$362.8K
Align Financial, LLC3,595
0.2% of portfolio›$349.4K
Boyer Financial Services, Inc.3,555
0.3% of portfolio›$345.5K
Wolfstich Capital, LLC3,501
0.3% of portfolio›$342.5K
Obermeyer Wealth Partners3,286
0.0% of portfolio›$319.4K
Rodgers & Associates, LTD3,285
0.0% of portfolio›$319.3K
Clarity Wealth Advisors, LLC3,240
0.1% of portfolio›$314.9K
Birch Hill Investment Advisors LLC3,200
0.0% of portfolio›$311.0K
Csenge Advisory Group3,184
0.0% of portfolio›$309.5K
Trust Co of Vermont3,171
0.0% of portfolio›$308.2K
Wavvest Wealth LLC3,161
0.2% of portfolio›$307.2K
SBI Securities Co., Ltd.3,127
0.0% of portfolio›$303.9K
Gerber Kawasaki Wealth & Investment Management3,091
0.0% of portfolio›$300.5K
Marino, Stram & Associates LLC3,076
0.0% of portfolio›$299.0K
Fusion Capital, LLC3,062
0.1% of portfolio›$297.6K
Prospera Financial Services Inc3,000
0.0% of portfolio›$301.9K
Aviance Capital Partners, LLC2,972
0.0% of portfolio›$288.9K
Dixon Fnancial Services, Inc.2,917
0.1% of portfolio›$283.5K
Cherry Tree Wealth Management, LLC2,907
0.1% of portfolio›$282.6K
JGP Wealth Management, LLC2,882
0.0% of portfolio›$280.1K
LVM Capital Management LTD2,874
0.0% of portfolio›$279.4K
AlphaStar Capital Management, LLC2,841
0.0% of portfolio›$276.1K
Kuhn & Co Investment Counsel2,725
0.1% of portfolio›$264.9K
Pullen Investment Management, LLC2,722
0.1% of portfolio›$264.6K
Berkshire Money Management, Inc.2,717
0.0% of portfolio›$264.1K
Northern Capital Management, Inc.2,714
0.1% of portfolio›$263.8K
Davenport & Co LLC2,709
0.0% of portfolio›$263.3K
Garde Capital, Inc.2,700
0.0% of portfolio›$262.4K
IFP Advisors, Inc2,645
0.0% of portfolio›$257.1K
Lake Street Private Wealth, LLC2,622
0.0% of portfolio›$255.3K
Brady Family Wealth, LLC2,617
0.1% of portfolio›$254.4K
MTM Investment Management, LLC2,596
0.1% of portfolio›$252.3K
Stage Harbor Financial, LLC2,576
0.1% of portfolio›$250.4K
USAdvisors Wealth Management, LLC2,569
0.0% of portfolio›$249
Stone House Investment Management, LLC2,540
0.0% of portfolio›$246.9K
Capital Investment Advisory Services, LLC2,499
0.0% of portfolio›$244.4K
Advisor OS, LLC2,488
0.0% of portfolio›$241.8K
Weaver Consulting Group2,474
0.0% of portfolio›$240.5K
Signal Advisors Wealth, LLC2,458
0.0% of portfolio›$238.9K
Kohmann Bosshard Financial Services, LLC2,440
0.0% of portfolio›$237.2K
St. Louis Trust Co2,360
0.0% of portfolio›$229.4K
AMG National Trust Bank2,320
0.0% of portfolio›$225.5K
GEM Asset Management, LLC2,285
0.1% of portfolio›$222.1K
TCV Trust & Wealth Management, Inc.2,275
0.0% of portfolio›$221.1K
Farrell Financial LLC2,273
0.1% of portfolio›$221.0K
B. Riley Wealth Advisors, Inc.2,266
0.0% of portfolio›$220.2K
Philadelphia Trust Co2,248
0.0% of portfolio›$219
Mlp3, LLC2,245
0.2% of portfolio›$218.2K
Old National Bancorp2,211
0.0% of portfolio›$214.9K
Bill Few Associates, Inc.2,190
0.0% of portfolio›$212.9K
Precedent Wealth Partners, LLC2,182
0.0% of portfolio›$212.1K
Krane Financial Solutions LLC2,181
0.1% of portfolio›$212.0K
Independent Financial Group, LLC2,169
0.0% of portfolio›$210.8K
Spire Wealth Management2,168
0.0% of portfolio›$210.7K
Vicus Capital2,161
0.0% of portfolio›$210.0K
LifeGoal Investments, LLC2,104
0.1% of portfolio›$204.5K
Wealth Effects LLC2,071
0.1% of portfolio›$201.3K
BKM Wealth Management, LLC2,000
0.1% of portfolio›$194.4K
Moisand Fitzgerald Tamayo, LLC1,899
0.0% of portfolio›$184.6K
Cassaday & Co Wealth Management LLC1,878
0.0% of portfolio›$182.5K
Beacon Investment Advisory Services, Inc.1,739
0.0% of portfolio›$169.0K
Plante Moran Financial Advisors, LLC1,561
0.0% of portfolio›$151.7K
Versant Capital Management, Inc1,549
0.0% of portfolio›$150.6K
Gamma Investing LLC1,544
0.0% of portfolio›$150.1K
Wilmington Savings Fund Society, FSB1,310
0.0% of portfolio›$127.3K
Frankly Finances, LLC1,290
0.1% of portfolio›$125.4K
Farmers & Merchants Trust Co of Chambersburg PA1,245
0.0% of portfolio›$121
Latitude Advisors, LLC1,200
0.0% of portfolio›$116.6K
Noble Wealth Management PBC1,167
0.1% of portfolio›$113.4K
City State Bank1,110
0.0% of portfolio›$107.9K
Transce3nd, LLC1,003
0.1% of portfolio›$100.6K
Cullen T Bankers, Inc.996
0.0% of portfolio›$96.8K
Creative Financial Designs Inc956
0.0% of portfolio›$92.9K
Costello Asset Management, Inc931
0.0% of portfolio›$90.5K
Valley Wealth Managers, Inc.836
0.0% of portfolio›$81.3K
AlphaCore Capital LLC830
0.0% of portfolio›$80.7K
Bank of New Hampshire810
0.0% of portfolio›$78.7K
Washington Trust Advisors, Inc.800
0.0% of portfolio›$77.8K
Lodestone Wealth Management LLC772
0.0% of portfolio›$75.0K
GHP Investment Advisors, Inc.728
0.0% of portfolio›$70.8K
Tounjian Advisory Partners, LLC720
0.0% of portfolio›$70.0K
TD Waterhouse Canada Inc.700
0.0% of portfolio›$68.0K
Blue Trust, Inc.680
0.0% of portfolio›$66.1K
RMG Wealth Management LLC659
0.0% of portfolio›$66.0K
Armstrong Advisory Group, Inc636
0.0% of portfolio›$61.8K
Coastline Trust Co600
0.0% of portfolio›$58.3K
Rosenberg Matthew Hamilton593
0.0% of portfolio›$57.7K
Parkside Financial Bank & Trust553
0.0% of portfolio›$53.8K
Harbor Asset Planning, Inc.507
0.0% of portfolio›$49.3K
Eastern Bank458
0.0% of portfolio›$44.5K
Comprehensive Financial Planning, Inc.446
0.0% of portfolio›$43.4K
Tsfg, LLC420
0.0% of portfolio›$41
Golden State Wealth Management, LLC400
0.0% of portfolio›$38.9K
Capital Advisors, Ltd. LLC320
0.0% of portfolio›$31
First Horizon Corp307
0.0% of portfolio›$29.8K
Toth Financial Advisory Corp268
0.0% of portfolio›$26.1K
Valley National Advisers Inc260
0.0% of portfolio›$25.3K
Marshall & Sterling Wealth Advisors Inc.220
0.0% of portfolio›$21.4K
Owl Creek Wealth Partners LLC190
0.0% of portfolio›$18.5K
SJS Investment Consulting Inc.182
0.0% of portfolio›$17.7K
Jnba Financial Advisors150
0.0% of portfolio›$14.6K
American Capital Advisory, LLC86
0.0% of portfolio›$8.4K
Signaturefd, LLC86
0.0% of portfolio›$8.4K
Hilton Head Capital Partners, LLC80
0.0% of portfolio›$7.8K
Brown, Lisle Ings, Inc.50
0.0% of portfolio›$4.9K
Asset Dedication, LLC44
0.0% of portfolio›$4.3K
Financial Perspectives, Inc16
0.0% of portfolio›$1.6K
Dhjj Financial Advisors, Ltd.12
0.0% of portfolio›$1.2K
TD Private Client Wealth LLC10
0.0% of portfolio›$972
Foresight Capital Management Advisors, Inc.1
0.0% of portfolio›$57
StyleTurnoverLocationFiled
Creative Planning
1,323,478$128.6M0.1%IndexVery LowOverland Park, KS2026-11-02
Trilogy Capital Inc.
1,202,198$116.9M4.5%ETFMediumIrvine, CA2026-10-20
Waterway Wealth Management, LLC
663,444$58.0M11.0%ETFMediumThe Woodlands, TX2026-10-28
CLG LLC
442,636$43.0M9.0%ETFMediumLong Beach, CA2026-10-13
Commonwealth Equity Services, LLC
418,845$40.7M0.1%ETFLowWaltham, MA2026-11-02
Lee, Kelleher & Klein Wealth Management
391,195$38.0M19.6%ETFVery LowEllicott City, MD2026-10-08
Cambridge Investment Research Advisors, Inc.
365,052$35.5K0.0%ETFLowFairfield, IA2026-11-02
Fidelis iM, LLC
313,206$30.4M10.1%ETFLowMedford, OR2026-10-16
Fox Financial, Inc
306,152$29.8M21.3%ETFVery LowWyomissing, PA2026-10-29
Kestra Advisory Services, LLC
296,659$28.8M0.1%CoreLowAustin, TX2026-11-02
Fairway Wealth LLC
252,671$24.6M5.3%ETFLowIndependence, OH2026-10-30
D.A. Davidson & Co.
208,035$20.2M0.1%CoreLowGreat Falls, MT2026-10-28
Revolve Wealth Partners, LLC
198,715$19.3M2.0%ETFVery LowHackensack, NJ2026-10-23
Wealth Enhancement Advisory Services, LLC
126,909$12.5M0.0%CoreLowPlymouth, MN2026-10-13
United Advisor Group, LLC
125,281$12.2M1.2%ETFLowCincinnati, OH2026-11-03
Strategic Family Wealth Counselors, L.L.C.
124,911$12.1M2.8%ETFVery LowFairfield, NJ2026-10-29
TopTier Wealth Management, LLC
118,277$11.5M6.7%ETFVery LowMuskego, WI2026-10-16
CX Institutional
111,877$10.9K0.3%CoreMediumAuburn, IN2026-10-02
Aspiriant, LLC
108,829$10.6M0.3%ETFVery LowLos Angeles, CA2026-10-16
Key FInancial Inc
92,954$9.0M1.5%ETFLowWest Chester, PA2026-11-02
Moller Wealth Partners
91,319$8.9M1.6%ETFVery LowNorthfield, IL2026-10-15
Fifth Third Securities, Inc.
80,603$7.8M0.4%ETFLowCincinnati, OH2026-10-21
Centennial Wealth Advisory LLC
76,990$7.5M1.5%ETFLowTraverse City, MI2026-10-16
Truist Financial Corp
69,177$6.7M0.0%CoreLowCharlotte, NC2026-10-30
Koshinski Asset Management, Inc.
66,047$6.4M0.3%ETFLowDecatur, IL2026-10-29
1900 Wealth Management LLC
62,554$6.1M0.3%ETFLowSan Antonio, TX2026-10-13
Kestra Private Wealth Services, LLC
60,199$5.9M0.1%GrowthLowAustin, TX2026-10-30
Graves Light Lenhart Wealth, Inc.
58,944$5.7M0.5%ETFVery LowHarrisonburg, VA2026-10-09
Flagship Wealth Advisors, LLC
54,451$5.3M1.1%ETFLowWakefield, MA2026-11-03
Sigma Planning Corp
53,936$5.2M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Fifth Third Bancorp
52,785$5.1M0.0%IndexVery LowCincinnati, OH2026-11-05
Etesian Wealth Advisors, Inc.
52,732$5.1M1.5%ETFLowWest Linn, OR2026-10-27
Kingswood Wealth Advisors, LLC
51,840$5.0M0.2%GrowthLowSan Diego, CA2026-10-23
Stenger Family Office, LLC
47,499$4.7M0.6%GrowthMediumNaperville, IL2026-10-22
Uhlmann Price Securities, LLC
46,042$4.5M0.2%Agg GrowthLowSkokie, IL2026-11-03
WealthPlan Investment Management, LLC
44,692$4.3M0.2%GrowthMediumOmaha, NE2026-10-15
MidAtlantic Capital Management, Inc.
44,549$4.3M2.6%ETFVery LowRichmond, VA2026-11-05
Concurrent Investment Advisors, LLC
44,479$4.3M0.0%GrowthMediumTampa, FL2026-10-16
Nadler Financial Group, Inc.
43,286$4.2M0.4%ETFVery LowDeerfield, IL2026-10-23
Assetmark, Inc
39,667$3.9M0.0%ETFLowConcord, CA2026-10-21
Linscomb Wealth, Inc.
38,325$3.7M0.2%ETFLowHouston, TX2026-11-05
True Link Financial Advisors, LLC
38,123$3.7M0.2%ETFLowSan Francisco, CA2026-10-27
Dickmeyer Boyce Financial Management, Inc.
36,183$3.5M1.8%CoreVery LowFort Wayne, IN2026-10-08
Meridian Financial Partners LLC
36,050$3.6M1.2%GrowthLowWarrenton, VA2026-10-23
Mather Group, Llc.
32,075$3.1M0.0%ETFMediumChicago, IL2026-10-14
Keybank National Association
31,295$3.0M0.0%CoreLowBrooklyn, OH2026-11-04
CRA Financial Services, LLC
31,158$3.0M0.3%ETFVery LowNorthfield, NJ2026-10-16
Mission Wealth Management, LP
29,860$2.9M0.0%ETFLowSanta Barbara, CA2026-10-15
CoreCap Advisors, LLC
29,009$2.8M0.1%ETFMediumSouthfield, MI2026-10-08
Lido Advisors, LLC
28,291$2.8M0.0%GrowthLowLos Angeles, CA2026-11-04
Bank of New York Mellon Corp
27,942$2.7M0.0%CoreLowNew York, NY2026-11-05
Vise Technologies, Inc.
27,186$2.6M0.0%IndexLowNew York, NY2026-10-29
PFG Advisors
25,953$2.5M0.1%ETFMediumPhoenix, AZ2026-10-16
Citigroup Inc
25,842$2.5M0.0%CoreMediumNew York, NY2026-11-04
Chicago Partners Investment Group LLC
24,912$2.5M0.0%GARPLowChicago, IL2026-10-27
Allen Capital Group, LLC
23,779$2.3M0.2%CoreLowGrand Island, NE2026-10-27
Team Financial Group, LLC
22,233$2.2M0.9%ETFLowTemecula, CA2026-10-30
Culbertson A N & Co Inc
22,093$2.1M0.2%CoreVery LowCharlottesville, VA2026-10-21
Kondo Wealth Advisors, Inc.
22,040$2.1M0.7%ETFVery LowPasadena, CA2026-10-19
US Bancorp \de\
21,896$2.1M0.0%IndexLowMinneapolis, MN2026-11-05
Amplius Wealth Advisors, LLC
20,969$2.0M0.1%ETFLowBlue Bell, PA2026-10-20
Oppenheimer & Co Inc
20,719$2.0M0.0%CoreLowNew York, NY2026-10-26
Inspirion Wealth Advisors, LLC
20,356$2.0M0.2%ETFMediumLibertyville, IL2026-10-09
Wedmont Private Capital
19,616$1.9M0.0%IndexVery LowWest Chester, PA2026-10-09
GSG Advisors LLC
19,310$1.9M0.4%ETFVery LowMount Laurel, NJ2026-11-03
J.W. Cole Advisors, Inc.
18,716$1.8M0.0%IndexLowTampa, FL2026-11-05
Independent Wealth Network Inc.
18,477$1.8M0.5%ETFMediumUrbandale, IA2026-10-19
KPP Advisory Services LLC
17,755$1.7M0.3%GrowthMediumLouisville, KY2026-10-26
WealthBridge Capital Management, LLC
17,581$1.7M0.3%ETFLowWesterville, OH2026-10-16
KCM Investment Advisors LLC
17,432$1.7M0.1%CoreVery LowGreenbrae, CA2026-10-27
WealthCare Investment Partners, LLC
17,393$1.7M0.4%ETFLowPortsmouth, RI2026-11-05
Flynn Zito Capital Management, LLC
16,934$1.6M0.4%ETFLowGarden City, NY2026-11-04
Apollon Wealth Management, LLC
16,666$1.6M0.0%GrowthLowMount Pleasant, SC2026-10-23
HB Wealth Management, LLC
16,653$1.6M0.0%IndexVery LowAtlanta, GA2026-10-23
Valeo Financial Advisors, LLC
16,544$1.6M0.0%ETFLowCarmel, IN2026-10-08
Tranquility Partners, LLC
15,746$1.5M0.5%CoreLowBrentwood, TN2026-10-20
Farther Finance Advisors, LLC
15,740$1.5M0.0%IndexLowSan Francisco, CA2026-10-08
Asset One Wealth Management LLC
15,092$1.5M0.1%GrowthLowBellevue, WA2026-11-02
St. Clair Advisors, LLC
14,602$1.4M0.4%ETFLowMayfield Hts, OH2026-10-13
Private Trust Co NA
14,446$1.4M0.1%CoreLowCleveland, OH2026-10-20
Parallel Advisors, LLC
14,120$1.4M0.0%IndexLowSan Francisco, CA2026-11-03
G&S Capital LLC
13,752$1.3M0.4%CoreMediumDenver, CO2026-10-23
Woodard & Co Asset Management Group Inc
13,635$1.3M0.2%ETFMediumBermuda Run, NC2026-11-03
Platform Technology Partners
13,597$1.3M0.2%CoreVery LowLocust Valley, NY2026-11-02
Beacon Financial Group
13,131$1.3M0.1%ETFMediumDallas, TX2026-10-19
TigerOak Management, L.L.C.
13,123$1.3M0.3%GrowthVery LowNashville, TN2026-10-23
Perryman Financial Advisory Inc
13,079$1.3M0.2%GrowthVery LowDallas, TX2026-10-16
Ashton Thomas Private Wealth, LLC
12,927$1.3M0.0%CoreMediumScottsdale, AZ2026-11-03
Thrivent Financial for Lutherans
12,356$1.2K0.0%GARPMediumMinneapolis, MN2026-11-05
Caliber Wealth Management, LLC / KS
12,154$1.2M0.1%ETFLowOverland Park, KS2026-11-04
Daymark Wealth Partners, LLC
12,150$1.2M0.0%CoreLowCincinnati, OH2026-11-04
Atria Investments, Inc
12,125$1.2M0.0%CoreMediumCharlotte, NC2026-10-15
Moneco Advisors, LLC
11,457$1.1M0.1%ETFLowFairfield, CT2026-11-05
MCF Advisors LLC
11,453$1.1M0.0%ETFLowLexington, KY2026-10-28
Wedbush Securities Inc
11,379$1.1K0.0%CoreLowPasadena, CA2026-10-22
Harpswell Capital Advisors, LLC
11,111$1.1M0.7%ETFMediumYarmouth, ME2026-10-09
Dynamic Advisor Solutions LLC
11,008$1.1M0.0%ETFLowPhoenix, AZ2026-10-13
Lanark Financial, Inc.
10,229$994.3K0.1%CoreMediumBirmingham, AL2026-10-26
Well Done, LLC
9,954$967.5K0.1%ETFLowHolland, MI2026-10-20
Eagle Strategies LLC
9,827$955.2K0.1%ETFLowNew York, NY2026-10-16
Mesirow Financial Investment Management, Inc.
9,402$913.9K0.0%CoreLowChicago, IL2026-11-05
High Net Worth Advisory Group LLC
9,240$898.1K0.2%ETFVery LowNaples, FL2026-10-26
626 Financial, LLC
9,026$877.3K0.3%CoreLowPortage, MI2026-11-04
Citizens Financial Group Inc
8,992$874.0K0.0%GrowthLowProvidence, RI2026-10-23
RFG Advisory, LLC
8,818$857.1K0.0%ETFMediumBirmingham, AL2026-11-03
Noesis Capital Mangement Corp
8,764$851.9K0.1%CoreVery LowBoca Raton, FL2026-10-26
Kaydan Wealth Management, Inc.
8,694$845.1K0.3%ETFMediumFenton, MI2026-10-08
Capital Advisors Wealth Management, LLC
8,493$825.6K0.1%ETFLowYakima, WA2026-10-09
Nfsg Corp
8,174$794.6K0.1%Agg GrowthMediumBoca Raton, FL2026-10-15
Summit Wealth Group LLC / Co
7,731$751.5K0.0%ETFHighColorado Springs, CO2026-10-29
Diversify Advisory Services, LLC
7,720$770.4K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
7,720$770.4K0.0%GrowthMediumSandy, UT2026-10-20
Brighton Jones LLC
7,554$734.3K0.0%CoreVery LowSeattle, WA2026-11-03
Live Oak Investment Partners
7,519$730.8K0.4%ETFMediumAustin, TX2026-10-23
Adamsbrown Wealth Consultants LLC
7,486$727.7K0.1%ETFLowWichita, KS2026-10-20
Benedict Financial Advisors Inc
7,188$698.6K0.1%CoreVery LowAtlanta, GA2026-10-07
Post Resch Tallon Group Inc.
7,085$688.7K0.5%ETFLowPittsford, NY2026-10-09
Wealthcare Advisory Partners LLC
6,990$679.5K0.0%ETFLowWest Chester, PA2026-10-21
Lyell Wealth Management, LP
6,885$669.2K0.0%GrowthLowMenlo Park, CA2026-10-30
Oak Barrel Wealth Advisory LLC
6,773$658.4K0.3%ETFN/AReston, VA2026-11-05
Grandview Asset Management LLC
6,663$647.7K0.2%Agg GrowthLowHarrisburg, PA2026-10-19
Stonebridge Financial Group, LLC
6,608$642.3K0.0%ETFMediumWormleysburg, PA2026-10-01
Avidian Wealth Enterprises, LLC
6,452$627.2K0.0%ETFLowHouston, TX2026-10-08
International Assets Investment Management, LLC
6,438$626.1K0.0%CoreVery HighOrlando, FL2026-11-02
Perigon Wealth Management, LLC
6,400$622.0K0.0%GrowthLowSan Francisco, CA2026-10-22
Choreo, LLC
6,262$608.6K0.0%IndexLowRockford, IL2026-10-28
Powers Advisory Group, LLC
5,988$582.0K0.2%ETFVery LowHighland, IL2026-10-14
Henderson Brothers Financial Partners, LLC
5,848$568.4K0.2%ETFN/APittsburgh, PA2026-11-03
Impact Capital Partners LLC
5,834$567.1K0.2%GrowthLowGreenwood Village, CO2026-10-22
LS Investment Advisors, LLC
5,800$563.8K0.1%CoreLowBloomfield Hills, MI2026-10-13
Heritage OAK Wealth Advisors LLC
5,773$561.1K0.2%ValueHighSanta Rosa Beach, FL2026-10-14
Associated Banc-Corp
5,656$549.8K0.0%CoreLowGreen Bay, WI2026-10-30
Howard Bailey Securities, LLC
5,526$537.2K0.2%ETFMediumFort Wayne, IN2026-10-27
Studio Investment Management LLC
5,407$525.6K0.1%ETFLowChicago, IL2026-10-22
Burns J W & Co Inc
5,339$519.0K0.1%GrowthVery LowDewitt, NY2026-10-20
MGO One Seven LLC
5,218$507.2K0.0%GrowthLowBeachwood, OH2026-10-28
Midland Wealth Advisors, LLC
5,165$502.0K0.0%ETFLowEffingham, IL2026-10-26
Cornerstone Wealth Management, LLC
5,130$498.6K0.0%ETFVery LowSt. Peters, MO2026-11-04
Hazlett, Burt & Watson, Inc.
5,098$4950.0%CoreVery LowWheeling, WV2026-11-04
SMI Advisory Services, LLC
5,048$500.3K0.1%ETFMediumColumbus, IN2026-10-13
Marion Wealth Management
4,967$482.8K0.1%ETFVery LowMonroeville, PA2026-10-22
Cora Capital Advisors LLC
4,964$482.5K0.1%ETFLowMarlton, NJ2026-11-02
Courier Capital LLC
4,912$477.4K0.0%ETFLowBuffalo, NY2026-10-19
EverSource Wealth Advisors, LLC
4,859$472.3K0.0%CoreMediumBirmingham, AL2026-11-04
ARK & TLK Investments, LLC
4,856$472.0K0.1%ETFLowOklahoma City, OK2026-10-20
Facet Wealth, Inc.
4,818$468.3K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Robinson Smith Wealth Advisors LLC
4,763$463.0K0.3%ETFLowSouth Portland, ME2026-10-22
Midwest Trust Co
4,753$462.0K0.0%CoreLowOverland Park, KS2026-10-22
Equitable Trust Co
4,700$456.8K0.0%CoreLowNashville, TN2026-10-13
Salomon & Ludwin, LLC
4,661$453.0K0.0%ETFVery LowRichmond, VA2026-10-29
Rockport Wealth LLC
4,590$446.1K0.1%ETFMediumFairview Park, OH2026-11-03
Florida Trust Wealth Management Co
4,565$443.7K0.0%CoreVery LowSanibel, FL2026-11-05
Willow Creek Wealth Management Inc.
4,386$426.3K0.0%ETFVery LowSebastopol, CA2026-10-26
SpringVest Wealth Management LLC
4,125$401.0K0.2%ETFLowDallas, TX2026-10-27
Larson Financial Group LLC
4,050$393.7K0.0%GrowthLowSt Louis, MO2026-11-05
HUB Investment Partners, LLC
4,047$393.4K0.0%GrowthLowAustin, TX2026-11-03
Code Waechter LLC
4,000$388.8K0.2%ETFLowTampa, FL2026-10-23
ShoreHaven Wealth Partners, LLC
3,981$387.0K0.1%ETFMediumRed Bank, NJ2026-10-16
Rockland Trust Co
3,980$386.9K0.0%CoreLowHanover, MA2026-10-05
Modera Wealth Management, LLC
3,927$381.7K0.0%ETFVery LowWestwood, NJ2026-10-28
Garrett Wealth Advisory Group, LLC
3,870$376.1K0.1%ETFVery LowWeatherford, TX2026-10-22
SAX Wealth Advisors, LLC
3,869$376.1K0.0%ETFVery LowParsippany, NJ2026-10-13
Sheets Smith Wealth Management
3,793$368.7K0.0%CoreLowWinston-Salem, NC2026-10-16
Certuity, LLC
3,733$362.8K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Align Financial, LLC
3,595$349.4K0.2%ETFVery LowHermantown, MN2026-10-16
Boyer Financial Services, Inc.
3,555$345.5K0.3%ETFLowNewport Beach, CA2026-10-23
Wolfstich Capital, LLC
3,501$342.5K0.3%ETFMediumMedfield, MA2026-10-14
Obermeyer Wealth Partners
3,286$319.4K0.0%GrowthLowAspen, CO2026-10-21
Rodgers & Associates, LTD
3,285$319.3K0.0%ETFVery LowLancaster, PA2026-10-20
Clarity Wealth Advisors, LLC
3,240$314.9K0.1%ETFVery LowSan Jose, CA2026-10-21
Birch Hill Investment Advisors LLC
3,200$311.0K0.0%CoreVery LowBoston, MA2026-10-16
Csenge Advisory Group
3,184$309.5K0.0%ETFMediumClearwater, FL2026-11-04
Trust Co of Vermont
3,171$308.2K0.0%CoreVery LowBrattleboro, VT2026-10-21
Wavvest Wealth LLC
3,161$307.2K0.2%ETFN/AChicago, IL2026-10-21
SBI Securities Co., Ltd.
3,127$303.9K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Gerber Kawasaki Wealth & Investment Management
3,091$300.5K0.0%ETFLowSanta Monica, CA2026-10-29
Marino, Stram & Associates LLC
3,076$299.0K0.0%ETFVery LowBraintree, MA2026-10-22
Fusion Capital, LLC
3,062$297.6K0.1%GrowthLowMt. Pleasant, SC2026-10-28
Prospera Financial Services Inc
3,000$301.9K0.0%CoreMediumDallas, TX2026-11-04
Aviance Capital Partners, LLC
2,972$288.9K0.0%CoreLowNaples, FL2026-10-29
Dixon Fnancial Services, Inc.
2,917$283.5K0.1%ETFVery LowLafayette, CA2026-10-23
Cherry Tree Wealth Management, LLC
2,907$282.6K0.1%ETFVery LowMinnetonka, MN2026-10-15
JGP Wealth Management, LLC
2,882$280.1K0.0%CoreLowBend, OR2026-10-13
LVM Capital Management LTD
2,874$279.4K0.0%GrowthLowPortage, MI2026-10-20
AlphaStar Capital Management, LLC
2,841$276.1K0.0%ETFMediumCornelius, NC2026-10-16
Kuhn & Co Investment Counsel
2,725$264.9K0.1%CoreLowChicago, IL2026-10-29
Pullen Investment Management, LLC
2,722$264.6K0.1%Deep ValueMediumBradenton, FL2026-10-23
Berkshire Money Management, Inc.
2,717$264.1K0.0%ETFMediumDalton, MA2026-10-21
Northern Capital Management, Inc.
2,714$263.8K0.1%ETFVery LowSpokane, WA2026-11-05
Davenport & Co LLC
2,709$263.3K0.0%CoreMediumRichmond, VA2026-10-14
Garde Capital, Inc.
2,700$262.4K0.0%ETFLowSeattle, WA2026-10-29
IFP Advisors, Inc
2,645$257.1K0.0%GrowthLowTampa, FL2026-10-16
Lake Street Private Wealth, LLC
2,622$255.3K0.0%GrowthLowChicago, IL2026-10-22
Brady Family Wealth, LLC
2,617$254.4K0.1%CoreVery LowSaint Louis, MO2026-11-02
MTM Investment Management, LLC
2,596$252.3K0.1%CoreVery LowSpartanburg, SC2026-10-30
Stage Harbor Financial, LLC
2,576$250.4K0.1%ETFVery LowWestwood, MA2026-11-03
USAdvisors Wealth Management, LLC
2,569$2490.0%ETFLowEden Prairie, MN2026-10-21
Stone House Investment Management, LLC
2,540$246.9K0.0%ETFMediumTunkhannock, PA2026-10-23
Capital Investment Advisory Services, LLC
2,499$244.4K0.0%CoreMediumRaleigh, NC2026-10-30
Advisor OS, LLC
2,488$241.8K0.0%ETFMediumChicago, IL2026-11-03
Weaver Consulting Group
2,474$240.5K0.0%ETFLowHuntington Beach, CA2026-10-07
Signal Advisors Wealth, LLC
2,458$238.9K0.0%ETFLowDetroit, MI2026-10-13
Kohmann Bosshard Financial Services, LLC
2,440$237.2K0.0%ETFLowFairlawn, OH2026-11-04
St. Louis Trust Co
2,360$229.4K0.0%ETFVery LowSaint Louis, MO2026-11-03
AMG National Trust Bank
2,320$225.5K0.0%ETFLowGreenwood Village, CO2026-11-05
GEM Asset Management, LLC
2,285$222.1K0.1%ETFLowPlymouth, MI2026-10-13
TCV Trust & Wealth Management, Inc.
2,275$221.1K0.0%CoreVery LowRichmond, VA2026-10-16
Farrell Financial LLC
2,273$221.0K0.1%ETFVery LowOrchard Park, NY2026-10-16
B. Riley Wealth Advisors, Inc.
2,266$220.2K0.0%GrowthLowMemphis, TN2026-10-13
Philadelphia Trust Co
2,248$2190.0%GrowthLowPhiladelphia, PA2026-11-05
Mlp3, LLC
2,245$218.2K0.2%CoreVery LowLinwood, NJ2026-10-22
Old National Bancorp
2,211$214.9K0.0%CoreLowEvansville, IN2026-10-20
Bill Few Associates, Inc.
2,190$212.9K0.0%CoreVery LowSewickley, PA2026-10-09
Precedent Wealth Partners, LLC
2,182$212.1K0.0%ETFMediumHouston, TX2026-10-21
Krane Financial Solutions LLC
2,181$212.0K0.1%ETFVery LowCalabasas, CA2026-10-30
Independent Financial Group, LLC
2,169$210.8K0.0%GrowthLowSan Diego, CA2026-10-13
Spire Wealth Management
2,168$210.7K0.0%GrowthMediumMclean, VA2026-10-30
Vicus Capital
2,161$210.0K0.0%ETFMediumState College, PA2026-11-05
LifeGoal Investments, LLC
2,104$204.5K0.1%ETFLowSaratoga Springs, NY2026-10-09
Wealth Effects LLC
2,071$201.3K0.1%GrowthLowBoston, MA2026-10-23
BKM Wealth Management, LLC
2,000$194.4K0.1%GrowthLowBrookfield, WI2026-10-22
Moisand Fitzgerald Tamayo, LLC
1,899$184.6K0.0%ETFVery LowOrlando, FL2026-10-15
Cassaday & Co Wealth Management LLC
1,878$182.5K0.0%ETFVery LowMclean, VA2026-10-27
Beacon Investment Advisory Services, Inc.
1,739$169.0K0.0%GrowthLowMorristown, NJ2026-10-13
Plante Moran Financial Advisors, LLC
1,561$151.7K0.0%ETFVery LowSouthfield, MI2026-11-04
Versant Capital Management, Inc
1,549$150.6K0.0%GARPLowPhoenix, AZ2026-10-02
Gamma Investing LLC
1,544$150.1K0.0%IndexVery LowFoster City, CA2026-10-08
Wilmington Savings Fund Society, FSB
1,310$127.3K0.0%CoreLowWilmington, DE2026-10-23
Frankly Finances, LLC
1,290$125.4K0.1%ETFVery LowWinter Park, FL2026-10-28
Farmers & Merchants Trust Co of Chambersburg PA
1,245$1210.0%GARPLowChambersburg, PA2026-10-14
Latitude Advisors, LLC
1,200$116.6K0.0%ETFLowYorkville, IL2026-10-27
Noble Wealth Management PBC
1,167$113.4K0.1%YieldMediumGreenwood Village, CO2026-10-01
City State Bank
1,110$107.9K0.0%GrowthVery LowNorwalk, IA2026-10-20
Transce3nd, LLC
1,003$100.6K0.1%GrowthLowBuda, TX2026-10-26
Cullen T Bankers, Inc.
996$96.8K0.0%GrowthLowSan Antonio, TX2026-10-28
Creative Financial Designs Inc
956$92.9K0.0%ETFMediumKokomo, IN2026-11-04
Costello Asset Management, Inc
931$90.5K0.0%CoreLowFeasterville, PA2026-10-30
Valley Wealth Managers, Inc.
836$81.3K0.0%GARPMediumParamus, NJ2026-10-09
AlphaCore Capital LLC
830$80.7K0.0%ETFLowLa Jolla, CA2026-11-04
Bank of New Hampshire
810$78.7K0.0%CoreLowLaconia, NH2026-10-06
Washington Trust Advisors, Inc.
800$77.8K0.0%GrowthLowWellesley, MA2026-10-22
Lodestone Wealth Management LLC
772$75.0K0.0%CoreLowSpokane, WA2026-10-14
GHP Investment Advisors, Inc.
728$70.8K0.0%CoreVery LowDenver, CO2026-10-15
Tounjian Advisory Partners, LLC
720$70.0K0.0%GrowthHighFort Myers, FL2026-11-04
TD Waterhouse Canada Inc.
700$68.0K0.0%CoreLowToronto, Australia2026-10-16
Blue Trust, Inc.
680$66.1K0.0%ETFLowBrentwood, TN2026-10-15
RMG Wealth Management LLC
659$66.0K0.0%ETFVery HighPlatteville, WI2026-10-26
Armstrong Advisory Group, Inc
636$61.8K0.0%ETFHighNeedham, MA2026-10-09
Coastline Trust Co
600$58.3K0.0%GrowthVery LowProvidence, RI2026-10-01
Rosenberg Matthew Hamilton
593$57.7K0.0%ETFVery LowGrand Junction, CO2026-10-05
Parkside Financial Bank & Trust
553$53.8K0.0%CoreVery LowSaint Louis, MO2026-10-27
Harbor Asset Planning, Inc.
507$49.3K0.0%ETFVery LowBelmont, MA2026-10-23
Eastern Bank
458$44.5K0.0%GrowthMediumBoston, MA2026-10-05
Comprehensive Financial Planning, Inc.
446$43.4K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Tsfg, LLC
420$410.0%ETFLowLake Forest, IL2026-10-23
Golden State Wealth Management, LLC
400$38.9K0.0%ETFMediumSanta Ana, CA2026-11-02
Capital Advisors, Ltd. LLC
320$310.0%ETFLowShaker Heights, OH2026-10-27
First Horizon Corp
307$29.8K0.0%CoreLowMemphis, TN2026-10-26
Toth Financial Advisory Corp
268$26.1K0.0%CoreLowLeesburg, VA2026-10-08
Valley National Advisers Inc
260$25.3K0.0%ETFLowBethlehem, PA2026-10-23
Marshall & Sterling Wealth Advisors Inc.
220$21.4K0.0%ETFMediumPoughkeepsie, NY2026-10-28
Owl Creek Wealth Partners LLC
190$18.5K0.0%IndexLowGreenwood Village, CO2026-10-20
SJS Investment Consulting Inc.
182$17.7K0.0%ETFVery LowSylvania, OH2026-10-26
Jnba Financial Advisors
150$14.6K0.0%ETFMediumBloomington, MN2026-11-03
American Capital Advisory, LLC
86$8.4K0.0%ETFLowKetchum, ID2026-10-28
Signaturefd, LLC
86$8.4K0.0%IndexLowAtlanta, GA2026-10-23
Hilton Head Capital Partners, LLC
80$7.8K0.0%CoreMediumHilton Head Island, SC2026-10-23
Brown, Lisle Ings, Inc.
50$4.9K0.0%CoreVery LowProvidence, RI2026-10-16
Asset Dedication, LLC
44$4.3K0.0%ETFLowSan Francisco, CA2026-11-03
Financial Perspectives, Inc
16$1.6K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Dhjj Financial Advisors, Ltd.
12$1.2K0.0%ETFVery LowNaperville, IL2026-10-23
TD Private Client Wealth LLC
10$9720.0%ETFLowNew York, NY2026-10-28
Foresight Capital Management Advisors, Inc.
1$570.0%CoreMediumSaline, MI2026-10-27