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Wisdomtree U.S. Quality Divi (DGRW)

CUSIP: 97717X669 | NYSE | 1464 institutional holders

Quarters

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

Hamilton Capital, LLC7,246,278
39.6% of portfolio›$704.6M
Larson Financial Group LLC1,521,212
3.6% of portfolio›$147.9M
Commonwealth Equity Services, LLC863,380
0.1% of portfolio›$84.0M
RVW Wealth, LLC833,624
5.2% of portfolio›$81.1M
Wealth Enhancement Advisory Services, LLC724,340
0.1% of portfolio›$71.5M
Kestra Advisory Services, LLC699,280
0.2% of portfolio›$68.0M
Schorn Wealth LLC659,242
16.5% of portfolio›$64.1M
Wealthcare Advisory Partners LLC640,262
1.1% of portfolio›$62.3M
Spinnaker Investment Group, LLC639,351
9.8% of portfolio›$62.2M
Beacon Financial Group577,509
5.1% of portfolio›$56.2M
Lido Advisors, LLC534,308
0.1% of portfolio›$52.0M
Cambridge Investment Research Advisors, Inc.515,399
0.0% of portfolio›$50.1K
Intrua Financial, LLC456,600
4.1% of portfolio›$44.4M
Team Financial Group, LLC415,303
16.0% of portfolio›$40.4M
IFP Advisors, Inc408,970
0.7% of portfolio›$39.8M
Kestra Private Wealth Services, LLC394,388
0.4% of portfolio›$38.4M
Taiyo Life Insurance Co390,000
3.4% of portfolio›$37.9K
Howard Financial Services, Ltd.389,329
4.0% of portfolio›$37.9M
Winthrop Advisory Group LLC374,064
2.3% of portfolio›$36.4M
Pinnacle Associates LTD350,681
0.4% of portfolio›$34.1M
Choice Wealth Advisors LLC336,008
11.3% of portfolio›$32.7M
Amplius Wealth Advisors, LLC333,127
2.2% of portfolio›$32.4M
LVM Capital Management LTD294,702
2.4% of portfolio›$28.7M
TigerOak Management, L.L.C.292,226
7.4% of portfolio›$28.4M
Concurrent Investment Advisors, LLC291,812
0.2% of portfolio›$28.4M
HB Wealth Management, LLC276,255
0.1% of portfolio›$26.9M
Farther Finance Advisors, LLC273,415
0.2% of portfolio›$26.6M
ACT Advisors, Llc.244,625
7.7% of portfolio›$23.8M
Creative Planning243,918
0.0% of portfolio›$23.7M
D.A. Davidson & Co.242,925
0.1% of portfolio›$23.6M
Pinnacle Wealth Management Advisory Group, LLC237,604
1.4% of portfolio›$23.1M
CRA Financial Services, LLC228,288
2.5% of portfolio›$22.2M
Cresta Advisors, Ltd.220,729
9.4% of portfolio›$21.5M
Prime Capital Investment Advisors, LLC217,961
0.2% of portfolio›$21.2M
Columbia Advisory Partners LLC216,581
11.6% of portfolio›$21.1M
Prospera Financial Services Inc205,220
0.3% of portfolio›$20.2M
BCM Advisors, LLC202,170
3.9% of portfolio›$19.9M
Eagle Wealth Strategies LLC197,088
7.3% of portfolio›$19.2M
Townsend Asset Management Corp195,818
6.0% of portfolio›$19.0M
Heck Capital Advisors, LLC195,417
1.0% of portfolio›$19.0M
Thrivent Financial for Lutherans188,036
0.0% of portfolio›$18.3K
Boyce & Associates Wealth Consulting, Inc.184,940
10.9% of portfolio›$18.0M
MB, Levis & Associates, LLC172,749
6.2% of portfolio›$16.8M
TopTier Wealth Management, LLC172,605
9.8% of portfolio›$16.8M
Truist Financial Corp170,580
0.0% of portfolio›$16.6M
Focus Financial Network, Inc.168,945
0.5% of portfolio›$16.4M
Atria Investments, Inc160,837
0.2% of portfolio›$15.6M
Hengehold Capital Management LLC153,652
1.1% of portfolio›$14.9M
Williams Financial, LLC150,043
7.4% of portfolio›$14.6M
Lauer Wealth, LLC149,790
9.2% of portfolio›$14.8M
Avidian Wealth Enterprises, LLC143,071
0.4% of portfolio›$13.9M
United Advisor Group, LLC142,538
1.3% of portfolio›$13.9M
Marshall & Sterling Wealth Advisors Inc.128,887
7.2% of portfolio›$12.5M
Darrow Company, Inc.124,511
4.8% of portfolio›$12.1M
MBA Advisors LLC124,472
4.0% of portfolio›$12.1M
Three Magnolias Financial Advisors, LLC118,187
6.9% of portfolio›$11.5M
Pension & Wealth Management Advisors, Inc.112,780
2.5% of portfolio›$11.0M
Retirement Planning Group, LLC108,615
0.3% of portfolio›$10.6M
Certuity, LLC104,306
0.5% of portfolio›$10.1M
Wilmington Savings Fund Society, FSB102,151
0.2% of portfolio›$9.9M
Ascentis Independent Advisors101,621
0.6% of portfolio›$9.9M
Journey Advisory Group, LLC100,340
0.7% of portfolio›$9.8M
Riverbend Wealth Management, LLC96,235
4.3% of portfolio›$9.4M
VestGen Advisors, LLC92,081
0.3% of portfolio›$9.0M
Gray Private Wealth, LLC90,516
3.6% of portfolio›$8.8M
Flagship Harbor Advisors, LLC86,837
0.3% of portfolio›$8.4M
Albion Financial Group85,259
0.5% of portfolio›$8.3M
Stenger Family Office, LLC85,074
1.2% of portfolio›$8.5M
Flagship Wealth Advisors, LLC80,036
1.7% of portfolio›$7.8M
Vise Technologies, Inc.78,247
0.1% of portfolio›$7.6M
Golden State Wealth Management, LLC77,711
0.7% of portfolio›$7.6M
White Pine Investment Co77,290
0.0% of portfolio›$7.5K
Clear Creek Financial Management, LLC74,132
0.5% of portfolio›$7.2M
FFG Retirement Advisors LLC72,003
3.7% of portfolio›$7.0M
Fermata Advisors, LLC71,694
1.3% of portfolio›$7.0M
Kingswood Wealth Advisors, LLC69,551
0.3% of portfolio›$6.8M
Melone Private Wealth, LLC67,706
2.6% of portfolio›$6.6M
Cpwa, LLC67,368
7.3% of portfolio›$6.7M
Oppenheimer & Co Inc66,502
0.1% of portfolio›$6.5M
Lodestar Private Asset Management LLC65,414
0.6% of portfolio›$6.4M
Capital Investment Advisory Services, LLC65,118
0.4% of portfolio›$6.3M
Dynamic Advisor Solutions LLC64,529
0.2% of portfolio›$6.3M
Perryman Financial Advisory Inc63,276
0.8% of portfolio›$6.2M
Park Avenue Securities LLC63,254
0.0% of portfolio›$6.2K
Grey Ledge Advisors, LLC62,091
1.2% of portfolio›$6.0M
Meridian Financial Advisors, LLC61,652
2.8% of portfolio›$6.0M
CGN Advisors LLC61,399
0.5% of portfolio›$6.0M
Wingate Wealth Advisors, Inc.59,842
2.4% of portfolio›$5.8M
Lanark Financial, Inc.58,649
0.4% of portfolio›$5.7M
J.W. Cole Advisors, Inc.57,783
0.1% of portfolio›$5.6M
Dickmeyer Boyce Financial Management, Inc.56,253
2.8% of portfolio›$5.5M
Powers Advisory Group, LLC55,247
1.6% of portfolio›$5.4M
Choreo, LLC54,877
0.1% of portfolio›$5.3M
Roof Eidam Maycock Peralta, LLC54,774
1.0% of portfolio›$5.3M
Sarver Vrooman Wealth Advisors54,093
3.1% of portfolio›$5.3M
Kraft, Davis & Associates, LLC53,946
1.1% of portfolio›$5.3M
Burns Matteson Capital Management, LLC53,298
1.8% of portfolio›$5.2M
Compass Financial Management LLC52,552
0.6% of portfolio›$5.1M
Founders Financial Securities LLC49,162
0.2% of portfolio›$4.8M
First National Trust Co48,745
0.2% of portfolio›$4.7M
Parallel Advisors, LLC47,505
0.1% of portfolio›$4.6M
Aries Wealth Management47,221
0.9% of portfolio›$4.6M
Citizens National Bank Trust Department46,405
0.7% of portfolio›$4.5M
Stackstone Wealth, LLC46,002
0.4% of portfolio›$4.5M
Gaddis Premier Wealth Advisors LLC44,965
2.4% of portfolio›$4.4M
Perigon Wealth Management, LLC44,009
0.1% of portfolio›$4.3M
Lotus Asset Management LLC43,935
3.5% of portfolio›$4.3M
Lantz Financial LLC43,336
0.8% of portfolio›$4.2M
Family Capital Management, Inc.42,873
1.6% of portfolio›$4.2M
Wedmont Private Capital42,820
0.1% of portfolio›$4.2M
Waterway Wealth Management, LLC37,073
0.7% of portfolio›$3.6M
Etesian Wealth Advisors, Inc.35,033
1.0% of portfolio›$3.4M
Nvest Wealth Strategies, Inc.34,324
2.4% of portfolio›$3.3M
Meridian Financial Partners LLC33,888
1.1% of portfolio›$3.4M
RFG Advisory, LLC32,783
0.0% of portfolio›$3.2M
Comprehensive Financial Planning, Inc.31,930
1.7% of portfolio›$3.1M
Keybank National Association31,162
0.0% of portfolio›$3.0M
Capital Advisors, Ltd. LLC31,103
0.0% of portfolio›$3.0K
Orba Wealth Advisors, L.L.C.30,324
2.5% of portfolio›$2.9M
Uhlmann Price Securities, LLC29,862
0.2% of portfolio›$2.9M
Centerpoint Advisory Group29,686
1.8% of portfolio›$2.9M
Hoxton Planning & Management, LLC29,576
0.7% of portfolio›$2.9M
Titleist Asset Management, LLC29,176
0.2% of portfolio›$2.8M
Stonebridge Financial Group, LLC29,143
0.2% of portfolio›$2.8M
Triad Wealth Partners, LLC28,791
0.2% of portfolio›$2.8M
HUB Investment Partners, LLC28,004
0.0% of portfolio›$2.7M
Sentinel Pension Advisors, LLC27,990
0.3% of portfolio›$2.7M
Southland Equity Partners LLC27,943
0.5% of portfolio›$2.7M
WealthPoint Financial, LLC27,648
1.9% of portfolio›$2.7M
SeaCrest Wealth Management, LLC27,456
0.3% of portfolio›$2.7M
Fragasso Financial Advisors Inc26,687
0.1% of portfolio›$2.6M
Tempus Wealth Planning, LLC26,478
0.5% of portfolio›$2.6M
Continuum Wealth Advisors, LLC26,323
0.8% of portfolio›$2.6M
Globalt Investments LLC / GA26,048
0.1% of portfolio›$2.5M
SBI Securities Co., Ltd.25,846
0.1% of portfolio›$2.5M
Laurel OAK Wealth Management, LLC25,308
0.3% of portfolio›$2.5M
Mesirow Financial Investment Management, Inc.25,114
0.0% of portfolio›$2.4M
Asset One Wealth Management LLC24,934
0.2% of portfolio›$2.4M
Berkeley, Inc24,723
0.7% of portfolio›$2.4M
Herold Advisors, Inc.24,179
0.5% of portfolio›$2.4M
Almanack Investment Partners, Llc.23,954
0.3% of portfolio›$2.3M
Dhjj Financial Advisors, Ltd.23,769
0.7% of portfolio›$2.3M
Winter & Associates, Inc.23,593
1.7% of portfolio›$2.3M
Apollon Wealth Management, LLC23,345
0.0% of portfolio›$2.3M
Avaii Wealth Management, LLC23,241
0.7% of portfolio›$2.3M
Chicago Partners Investment Group LLC23,010
0.0% of portfolio›$2.3M
Narwhal Capital Management21,797
0.1% of portfolio›$2.1M
Vivid Wealth Management, LLC21,312
0.7% of portfolio›$2.1M
GGM Financial LLC21,288
0.7% of portfolio›$2.1M
US Bancorp \de\21,241
0.0% of portfolio›$2.1M
Venture Visionary Partners LLC21,060
0.1% of portfolio›$2.0M
Summit Investment Advisory Services, LLC20,546
0.5% of portfolio›$2.0M
Verum Partners LLC19,911
0.3% of portfolio›$1.9M
Sherman Wealth Management LLC19,734
1.4% of portfolio›$1.9M
Sanchez Wealth Management Group19,585
5.7% of portfolio›$1.9M
TD Private Client Wealth LLC19,092
0.0% of portfolio›$1.9M
Avalon Capital Management18,514
0.4% of portfolio›$1.8M
Regions Financial Corp18,432
0.0% of portfolio›$1.8M
Quartz Partners, LLC18,179
0.5% of portfolio›$1.8M
Guidance Capital, Inc17,970
0.4% of portfolio›$1.8M
Rubicon Advisors, GP17,955
1.2% of portfolio›$1.7M
Sigma Planning Corp17,946
0.0% of portfolio›$1.7M
Fulton Bank, N.A.17,528
0.1% of portfolio›$1.7M
Parkside Financial Bank & Trust17,423
0.1% of portfolio›$1.7M
Lynx Investment Advisory17,290
0.6% of portfolio›$1.7M
RMR Wealth Builders17,040
0.1% of portfolio›$1.7M
Embree Financial Group16,992
0.2% of portfolio›$1.7M
Viewpoint Investment Partners Corp16,975
0.5% of portfolio›$1.7M
Bryn Mawr Trust Advisors, LLC16,893
0.1% of portfolio›$1.6M
G&S Capital LLC16,892
0.5% of portfolio›$1.6M
CoreCap Advisors, LLC16,467
0.0% of portfolio›$1.6M
Guyasuta Investment Advisors Inc16,263
0.1% of portfolio›$1.6M
Ashton Thomas Securities, LLC16,191
0.2% of portfolio›$1.6M
Wealth Management Resources, Inc.15,826
0.5% of portfolio›$1.5M
Retirement Guys Formula LLC15,804
0.6% of portfolio›$1.5M
LexAurum Advisors, LLC15,653
0.2% of portfolio›$1.5M
HBW Advisory Services LLC15,642
0.2% of portfolio›$1.5M
WealthBridge Capital Management, LLC15,556
0.3% of portfolio›$1.5M
WealthPlan Investment Management, LLC15,163
0.1% of portfolio›$1.5M
Glenview Trust Co14,617
0.0% of portfolio›$1.4M
Raab & Moskowitz Asset Management LLC14,544
0.3% of portfolio›$1.4M
Independent Financial Group, LLC14,506
0.0% of portfolio›$1.4M
Sovran Advisors, LLC14,359
0.1% of portfolio›$1.4M
Interchange Capital Partners, LLC14,252
0.2% of portfolio›$1.4M
Private Trust Co NA13,911
0.1% of portfolio›$1.4M
TCV Trust & Wealth Management, Inc.13,883
0.1% of portfolio›$1.3M
Hazlett, Burt & Watson, Inc.13,822
0.0% of portfolio›$1.3K
Central Valley Advisors, LLC13,551
0.4% of portfolio›$1.3M
Stonebridge Wealth Management, LLC13,487
1.2% of portfolio›$1.3M
Magnus Financial Group LLC13,431
0.1% of portfolio›$1.3M
Signal Advisors Wealth, LLC13,422
0.1% of portfolio›$1.3M
Well Done, LLC13,338
0.2% of portfolio›$1.3M
RKL Wealth Management LLC13,015
0.1% of portfolio›$1.3M
PFG Advisors12,983
0.1% of portfolio›$1.3M
Ashton Thomas Private Wealth, LLC12,897
0.0% of portfolio›$1.3M
Sheets Smith Wealth Management12,845
0.1% of portfolio›$1.2M
Silverlake Wealth Management LLC12,619
0.2% of portfolio›$1.2M
Capital Investment Advisors, LLC12,561
0.0% of portfolio›$1.2M
Robertson Stephens Wealth Management, LLC12,557
0.0% of portfolio›$1.2M
Ted Buchan & Co12,540
0.4% of portfolio›$1.2M
Peck Wealth Management, LLC12,406
1.0% of portfolio›$1.2M
Elevation Capital Advisory, LLC11,868
0.5% of portfolio›$1.2M
Axxcess Wealth Management, LLC11,755
0.0% of portfolio›$1.1M
Gryphon Financial Partners LLC11,572
0.1% of portfolio›$1.1M
Moneco Advisors, LLC11,302
0.1% of portfolio›$1.1M
Nations Financial Group Inc,11,261
0.1% of portfolio›$1.1M
Uptick Partners, LLC11,238
0.2% of portfolio›$1.1M
Citizens Financial Group Inc11,144
0.0% of portfolio›$1.1M
Avantra Family Wealth, Inc.11,117
0.6% of portfolio›$1.1M
Colorado Capital Management, Inc.10,991
0.0% of portfolio›$1.1K
Raub Brock Capital Management LP10,747
0.3% of portfolio›$1.0M
XY Planning Network, Inc.10,519
0.1% of portfolio›$1.0M
TD Waterhouse Canada Inc.10,486
0.0% of portfolio›$1.0M
Comprehensive Financial Consultants Institutional, Inc.10,447
0.3% of portfolio›$1.0M
Bison Wealth, LLC10,022
0.1% of portfolio›$994.3K
Apollon Financial, LLC10,011
0.1% of portfolio›$973.5K
Greenwood Gearhart LLC10,010
0.0% of portfolio›$973.4K
StoneX Group Inc.9,960
0.0% of portfolio›$969.3K
Trust Point Inc.9,696
0.1% of portfolio›$942.8K
Bulwark Capital Corp9,572
0.5% of portfolio›$930.8K
Mayfair Advisory Group, LLC9,510
0.3% of portfolio›$924.8K
Resonant Capital Advisors, LLC9,495
0.0% of portfolio›$923.3K
MGO One Seven LLC9,391
0.0% of portfolio›$913.2K
Parsons Capital Management Inc9,388
0.0% of portfolio›$912.9K
First Horizon Corp9,170
0.0% of portfolio›$891.7K
Simplicity Wealth,LLC9,151
0.0% of portfolio›$889.8K
Horizon Wealth Management, LLC9,143
0.1% of portfolio›$889.0K
Avestar Capital, LLC9,136
0.1% of portfolio›$888.4K
Cornerstone Wealth Management, LLC9,101
0.0% of portfolio›$885.0K
Howard Bailey Securities, LLC9,053
0.3% of portfolio›$880.3K
Midwest Trust Co8,919
0.0% of portfolio›$867.3K
Focused Alpha, LLC8,784
0.2% of portfolio›$854.2K
NWF Advisory Services Inc.8,703
0.1% of portfolio›$846.3K
1834 Investment Advisors Co8,378
0.1% of portfolio›$814.7K
Beacon Financial Advisory LLC8,328
0.2% of portfolio›$809.8K
Noble Wealth Management PBC8,308
0.4% of portfolio›$807.9K
Archer Investment Management, LLC8,170
0.3% of portfolio›$794.5K
Turtle Creek Wealth Advisors, LLC8,131
0.0% of portfolio›$790.7K
Allen Capital Group, LLC8,058
0.1% of portfolio›$783.5K
Atlas Private Wealth Advisors8,034
0.2% of portfolio›$781.2K
Old National Bancorp7,988
0.0% of portfolio›$776.8K
United Community Bank7,934
0.2% of portfolio›$771.5K
Thrive Wealth Management, LLC7,903
0.1% of portfolio›$768.5K
Flynn Zito Capital Management, LLC7,873
0.2% of portfolio›$765.5K
Blake Schutter Theil Wealth Advisors, LLC7,790
0.5% of portfolio›$757.5K
Simon Quick Advisors, LLC7,762
0.0% of portfolio›$754.8K
Cidel Asset Management Inc7,564
0.0% of portfolio›$735.5K
Koshinski Asset Management, Inc.7,462
0.0% of portfolio›$725.6K
Brookstone Capital Management7,376
0.0% of portfolio›$717.3K
Fidelity D & D Bancorp Inc7,362
0.2% of portfolio›$715.9K
Redwood Family Wealth LLC7,272
0.6% of portfolio›$707.1K
KPP Advisory Services LLC7,067
0.1% of portfolio›$687.2K
Biltmore Family Office, LLC7,050
0.1% of portfolio›$685.5K
CDM Financial Counseling Services, Inc.6,942
0.6% of portfolio›$675.0K
GW Henssler & Associates LTD6,913
0.0% of portfolio›$672.2K
Bokf, NA6,830
0.0% of portfolio›$664.1K
Outlook Wealth Advisors, LLC6,663
0.1% of portfolio›$647.9K
Florida Trust Wealth Management Co6,532
0.0% of portfolio›$635.2K
Deltec Asset Management LLC6,300
0.1% of portfolio›$612.6K
Meitav Investment House LTD6,219
0.0% of portfolio›$603.9K
Clark Asset Management, LLC6,117
0.0% of portfolio›$594.8K
Kondo Wealth Advisors, Inc.6,113
0.2% of portfolio›$594.6K
Rose Capital Advisors LLC6,096
0.1% of portfolio›$592.8K
Detalus Advisors, LLC6,027
0.1% of portfolio›$586.0K
Montecito Bank & Trust6,010
0.1% of portfolio›$584.4K
PDS Planning, Inc5,941
0.0% of portfolio›$577.7K
Krilogy Financial LLC5,874
0.0% of portfolio›$582.8K
Meridian Wealth Management, LLC5,860
0.0% of portfolio›$569.8K
Cordatus Wealth Management LLC5,822
0.1% of portfolio›$566.1K
Covenant Asset Management, LLC5,689
0.1% of portfolio›$553.2K
Claro Advisors Inc.5,671
0.1% of portfolio›$551.4K
Assetmark, Inc5,652
0.0% of portfolio›$549.6K
Sierra Summit Advisors LLC5,600
0.1% of portfolio›$544.5K
Future Financial Wealth Managment LLC5,598
0.3% of portfolio›$544.3K
Davenport & Co LLC5,545
0.0% of portfolio›$539.1K
Key Client Fiduciary Advisors, LLC5,539
0.2% of portfolio›$538.6K
Councilor Wealth, LLC5,448
0.2% of portfolio›$529.9K
First National Bank Sioux Falls5,427
0.2% of portfolio›$527.7K
Leelyn Smith, LLC5,402
0.1% of portfolio›$525.3K
Fox Financial, Inc5,335
0.4% of portfolio›$518.8K
Visionary Wealth Advisors5,221
0.0% of portfolio›$507.7K
Total Clarity Wealth Management, Inc.5,220
0.1% of portfolio›$507.6K
Klingman & Associates, LLC5,129
0.0% of portfolio›$498.7K
Legacy Private Trust Co.5,031
0.0% of portfolio›$489.2K
World Equity Group, Inc.4,948
0.2% of portfolio›$481.1K
Objective Capital Management, LLC4,931
0.4% of portfolio›$479.5K
Friday Financial4,900
0.1% of portfolio›$477.4K
Global Strategic Investment Solutions, LLC4,868
0.0% of portfolio›$473.3K
Clarus Group, Inc.4,787
0.2% of portfolio›$465.5K
Creative Financial Designs Inc4,717
0.0% of portfolio›$458.7K
Bluesphere Advisors LLC4,595
0.1% of portfolio›$446.8K
Bank of New York Mellon Corp4,571
0.0% of portfolio›$444.4K
Foster Dykema Cabot & Partners, LLC4,536
0.0% of portfolio›$441.1K
Parcion Private Wealth LLC4,524
0.0% of portfolio›$439.9K
Farrell Financial LLC4,434
0.2% of portfolio›$431.1K
Henderson Brothers Financial Partners, LLC4,425
0.2% of portfolio›$430.3K
Triangle Securities Wealth Management4,405
0.1% of portfolio›$428.3K
Galvin, Gaustad & Stein, LLC4,400
0.0% of portfolio›$427.9K
Blue Trust, Inc.4,394
0.0% of portfolio›$427.3K
Gallacher Capital Management LLC4,387
0.3% of portfolio›$426.6K
Luts & Greenleigh Group, Inc.4,375
0.3% of portfolio›$425.4K
LongView Wealth Management4,278
0.1% of portfolio›$416.0K
Waterfront Wealth Inc.4,271
0.1% of portfolio›$423.7K
RTD Financial Advisors, Inc.4,252
0.0% of portfolio›$413.5K
Mission Wealth Management, LP4,251
0.0% of portfolio›$413.4K
Lantern Wealth Advisors, LLC4,230
0.2% of portfolio›$411.3K
Strategic Family Wealth Counselors, L.L.C.4,144
0.1% of portfolio›$402.9K
Iron Financial LLC4,071
0.2% of portfolio›$395.9K
Plante Moran Financial Advisors, LLC4,049
0.0% of portfolio›$393.7K
Spectrum Wealth Advisory Group, LLC3,872
0.1% of portfolio›$376.5K
Summit Financial Wealth Advisors, LLC3,796
0.0% of portfolio›$369.1K
TritonPoint Partners, LLC3,789
0.1% of portfolio›$368.4K
Reap Financial Group, LLC3,784
0.1% of portfolio›$367.9K
Virtue Capital Management, LLC3,783
0.0% of portfolio›$367.9K
Sun Group Wealth Partners3,782
0.2% of portfolio›$367.8K
Philadelphia Trust Co3,757
0.0% of portfolio›$365
Regent Peak Wealth Advisors LLC3,671
0.1% of portfolio›$357.0K
Commonwealth Retirement Investments LLC3,578
0.1% of portfolio›$347.9K
Cyndeo Wealth Partners, LLC3,564
0.0% of portfolio›$346.6K
Diversify Advisory Services, LLC3,546
0.0% of portfolio›$352.7K
Diversify Wealth Management, LLC3,546
0.0% of portfolio›$352.7K
Tranquility Partners, LLC3,471
0.1% of portfolio›$337.5K
Advisory Solutions Group, LLC3,435
0.1% of portfolio›$334.0K
Paragon Capital Management Ltd3,424
0.1% of portfolio›$333.0K
Weaver Consulting Group3,382
0.1% of portfolio›$328.9K
Mann Financial Group, Inc.3,381
0.3% of portfolio›$328.8K
B.A. Schrock Wealth Management, Inc.3,365
0.1% of portfolio›$327.8K
LightSquare Wealth Management, LLC3,296
0.2% of portfolio›$320.5K
Heartwood Wealth Advisors LLC3,277
0.0% of portfolio›$318.7K
Ballast Rock Private Wealth LLC3,271
0.1% of portfolio›$318.1K
Avior Wealth Management, LLC3,190
0.0% of portfolio›$310.2K
Pictet North America Advisors SA3,000
0.0% of portfolio›$291.7K
Swmg, LLC2,958
0.1% of portfolio›$293.2K
Third View Private Wealth, LLC2,929
0.0% of portfolio›$284.8K
Kohmann Bosshard Financial Services, LLC2,893
0.0% of portfolio›$281.3K
apricus wealth, LLC2,850
0.1% of portfolio›$277.1K
Omni 360 Wealth, Inc.2,830
0.1% of portfolio›$275.2K
Impact Capital Partners LLC2,811
0.1% of portfolio›$273.3K
Everhart Financial Group, Inc.2,804
0.0% of portfolio›$272.7K
Chatham Capital Group, Inc.2,800
0.0% of portfolio›$272.3K
Whitaker-Myers Wealth Managers, Ltd.2,799
0.0% of portfolio›$272.2K
Milestones Private Investment Advisors LLC2,790
0.2% of portfolio›$271.3K
Soltis Investment Advisors LLC2,784
0.0% of portfolio›$270.7K
Thryve Wealth Management LLC2,781
0.2% of portfolio›$270.4K
Gibbs Wealth Management2,778
0.0% of portfolio›$270.1K
Crestwood Advisors Group, LLC2,777
0.0% of portfolio›$270.0K
Cherry Tree Wealth Management, LLC2,738
0.1% of portfolio›$266.2K
Grimes & Co Wealth Management, LLC2,718
0.0% of portfolio›$264.3K
McAlister, Sweet & Associates, Inc.2,700
0.2% of portfolio›$262.5K
Nautilus Advisors LLC2,609
0.2% of portfolio›$253.7K
Thrive Capital Management, LLC2,574
0.0% of portfolio›$250.3K
Alchemi Wealth, LLC2,562
0.1% of portfolio›$249.1K
First Business Financial Services, Inc.2,543
0.0% of portfolio›$247.3K
AlphaStar Capital Management, LLC2,527
0.0% of portfolio›$245.7K
Signaturefd, LLC2,504
0.0% of portfolio›$243.5K
JGP Wealth Management, LLC2,484
0.0% of portfolio›$241.5K
Halbert Hargrove Global Advisors, LLC2,441
0.0% of portfolio›$237.4K
Capital Management Corp2,430
0.0% of portfolio›$236.3K
Matauro, LLC2,394
0.0% of portfolio›$232.8K
Benedict Financial Advisors Inc2,364
0.0% of portfolio›$229.8K
Harbor Investment Advisory, LLC2,347
0.0% of portfolio›$228.2K
ATX Financial Planning, LLC2,340
0.1% of portfolio›$227.5K
Stewardship Concepts Financial Services LLC2,327
0.1% of portfolio›$226.3K
Ipswich Investment Management Co., Inc.2,270
0.0% of portfolio›$220.7K
Trust Co of Toledo NA2,268
0.0% of portfolio›$220.5K
Summit Wealth Group LLC / Co2,211
0.0% of portfolio›$215.0K
Edgemoor Investment Advisors, Inc.2,200
0.0% of portfolio›$213.9K
Armbruster Capital Management, Inc.2,177
0.0% of portfolio›$211.7K
Evanson Financial, LLC2,168
0.0% of portfolio›$210.8K
Wedbush Securities Inc2,165
0.0% of portfolio›$210
Cypress Capital Group2,165
0.0% of portfolio›$210.5K
Harbor Asset Planning, Inc.2,146
0.2% of portfolio›$208.7K
M Holdings Securities, Inc.2,132
0.0% of portfolio›$209
Asset Dedication, LLC2,102
0.0% of portfolio›$204.4K
Guerra PAN Advisors, LLC2,097
0.1% of portfolio›$207.2K
Walkner Condon Financial Advisors LLC2,092
0.0% of portfolio›$203.4K
Onyx Bridge Wealth Group LLC2,089
0.0% of portfolio›$203.1K
Gilbert Capital Group, Inc.2,085
0.1% of portfolio›$202.7K
Breakwater Investment Management2,076
0.1% of portfolio›$201.9K
James T. Borello RIA2,059
0.0% of portfolio›$200.2K
SAX Wealth Advisors, LLC2,057
0.0% of portfolio›$200.0K
Latitude Advisors, LLC1,865
0.1% of portfolio›$181.4K
AlphaCore Capital LLC1,862
0.0% of portfolio›$181.1K
Citigroup Inc1,844
0.0% of portfolio›$179.3K
Cassaday & Co Wealth Management LLC1,672
0.0% of portfolio›$162.6K
Armstrong Advisory Group, Inc1,570
0.0% of portfolio›$152.7K
Key FInancial Inc1,554
0.0% of portfolio›$151.1K
Wolff Wiese Magana LLC1,427
0.1% of portfolio›$138.8K
Coastline Trust Co1,375
0.0% of portfolio›$133.7K
American National Bank & Trust1,306
0.0% of portfolio›$127.0K
Piscataqua Savings Bank1,300
0.1% of portfolio›$126.4K
Signature Resources Capital Management, LLC1,275
0.1% of portfolio›$124.0K
Evolution Wealth Management Inc.1,195
0.1% of portfolio›$116.2K
Navigoe, LLC1,194
0.0% of portfolio›$116
Laurel Wealth Advisors LLC1,118
0.0% of portfolio›$108.7K
Tounjian Advisory Partners, LLC1,107
0.0% of portfolio›$107.6K
Westside Investment Management, Inc.1,055
0.0% of portfolio›$103.6K
Rossby Financial, LCC1,002
0.0% of portfolio›$97.5K
Trust Co863
0.0% of portfolio›$83.9K
Holos Integrated Wealth LLC780
0.0% of portfolio›$77.1K
Gamma Investing LLC751
0.0% of portfolio›$73.0K
Next Level Wealth Planning, LLC738
0.0% of portfolio›$71.8K
Bangor Savings Bank683
0.0% of portfolio›$66.4K
Trust Co of Vermont612
0.0% of portfolio›$59.5K
Keystone Financial Group, Inc.610
0.0% of portfolio›$59.3K
RMG Wealth Management LLC602
0.0% of portfolio›$59.5K
Activest Wealth Management571
0.0% of portfolio›$55.5K
Root Financial Partners, LLC544
0.0% of portfolio›$52.9K
Wealth Enhancement Trust Services, Inc.525
0.0% of portfolio›$51.1K
Elevation Wealth Partners, LLC488
0.0% of portfolio›$47.5K
Newton One Investments LLC457
0.0% of portfolio›$44.4K
GHP Investment Advisors, Inc.440
0.0% of portfolio›$42.8K
Highline Wealth Partners LLC413
0.0% of portfolio›$40.2K
North Point Portfolio Managers Corp390
0.0% of portfolio›$37.9K
Versant Capital Management, Inc381
0.0% of portfolio›$37.0K
Financial Network Wealth Advisors LLC367
0.0% of portfolio›$35.7K
GK Wealth Management LLC364
0.0% of portfolio›$35.4K
Chapman Financial Group, LLC350
0.0% of portfolio›$34.0K
JFS Wealth Advisors, LLC323
0.0% of portfolio›$31.4K
Tsfg, LLC308
0.0% of portfolio›$30
Covestor Ltd300
0.0% of portfolio›$29
Allspring Global Investments Holdings, LLC274
0.0% of portfolio›$26.9K
Hilton Head Capital Partners, LLC269
0.0% of portfolio›$26.1K
North Star Investment Management Corp.266
0.0% of portfolio›$25.9K
Princeton Global Asset Management LLC250
0.0% of portfolio›$24.3K
Indiana Trust & Investment Management Co227
0.0% of portfolio›$22.1K
Spire Wealth Management226
0.0% of portfolio›$22.0K
Fairman Group, LLC200
0.0% of portfolio›$19.4K
Bare Financial Services, Inc155
0.0% of portfolio›$15.1K
Brown, Lisle Ings, Inc.150
0.0% of portfolio›$14.6K
Buck Wealth Strategies, LLC138
0.0% of portfolio›$13.5K
Kingdom Financial Group Llc.118
0.0% of portfolio›$11.5K
Southern Michigan Bank & Trust115
0.0% of portfolio›$11.2K
Financial Perspectives, Inc104
0.0% of portfolio›$10.1K
Costello Asset Management, Inc103
0.0% of portfolio›$10.0K
Pinnacle Wealth Planning Services, Inc.87
0.0% of portfolio›$8.5K
Atlantic Edge Private Wealth Management, LLC81
0.0% of portfolio›$7.9K
Country Trust Bank80
0.0% of portfolio›$7.8K
NBT Bank, N.A.78
0.0% of portfolio›$7.6K
Y.D. More Investments Ltd70
0.0% of portfolio›$6.8K
Rakuten Securities, Inc.68
0.0% of portfolio›$6.6K
Abound Wealth Management62
0.0% of portfolio›$6.0K
Davis Capital Management56
0.0% of portfolio›$5.4K
Catherine Avery Investment Management LLC55
0.0% of portfolio›$5.3K
Duncker Streett & Co Inc50
0.0% of portfolio›$4.9K
Miller Global Investments, LLC15
0.0% of portfolio›$1.5K
Markowski Investments4
0.0% of portfolio›$399
StyleTurnoverLocationFiled
Hamilton Capital, LLC
7,246,278$704.6M39.6%ETFVery LowColumbus, OH2026-10-08
Larson Financial Group LLC
1,521,212$147.9M3.6%GrowthLowSt Louis, MO2026-11-05
Commonwealth Equity Services, LLC
863,380$84.0M0.1%ETFLowWaltham, MA2026-11-02
RVW Wealth, LLC
833,624$81.1M5.2%ETFVery LowLos Angeles, CA2026-10-06
Wealth Enhancement Advisory Services, LLC
724,340$71.5M0.1%CoreLowPlymouth, MN2026-10-13
Kestra Advisory Services, LLC
699,280$68.0M0.2%CoreLowAustin, TX2026-11-02
Schorn Wealth LLC
659,242$64.1M16.5%ETFLowEnglewood, FL2026-10-14
Wealthcare Advisory Partners LLC
640,262$62.3M1.1%ETFLowWest Chester, PA2026-10-21
Spinnaker Investment Group, LLC
639,351$62.2M9.8%ETFLowNewport Beach, CA2026-10-13
Beacon Financial Group
577,509$56.2M5.1%ETFMediumDallas, TX2026-10-19
Lido Advisors, LLC
534,308$52.0M0.1%GrowthLowLos Angeles, CA2026-11-04
Cambridge Investment Research Advisors, Inc.
515,399$50.1K0.0%ETFLowFairfield, IA2026-11-02
Intrua Financial, LLC
456,600$44.4M4.1%ETFMediumHouston, TX2026-10-28
Team Financial Group, LLC
415,303$40.4M16.0%ETFLowTemecula, CA2026-10-30
IFP Advisors, Inc
408,970$39.8M0.7%GrowthLowTampa, FL2026-10-16
Kestra Private Wealth Services, LLC
394,388$38.4M0.4%GrowthLowAustin, TX2026-10-30
Taiyo Life Insurance Co
390,000$37.9K3.4%ETFN/AChuo-Ku, Tokyo, Mexico2026-10-20
Howard Financial Services, Ltd.
389,329$37.9M4.0%ETFLowDallas, TX2026-10-15
Winthrop Advisory Group LLC
374,064$36.4M2.3%ETFVery LowBoston, MA2026-10-22
Pinnacle Associates LTD
350,681$34.1M0.4%CoreLowNew York, NY2026-10-20
Choice Wealth Advisors LLC
336,008$32.7M11.3%ETFMediumWaterville, ME2026-10-16
Amplius Wealth Advisors, LLC
333,127$32.4M2.2%ETFLowBlue Bell, PA2026-10-20
LVM Capital Management LTD
294,702$28.7M2.4%GrowthLowPortage, MI2026-10-20
TigerOak Management, L.L.C.
292,226$28.4M7.4%GrowthVery LowNashville, TN2026-10-23
Concurrent Investment Advisors, LLC
291,812$28.4M0.2%GrowthMediumTampa, FL2026-10-16
HB Wealth Management, LLC
276,255$26.9M0.1%IndexVery LowAtlanta, GA2026-10-23
Farther Finance Advisors, LLC
273,415$26.6M0.2%IndexLowSan Francisco, CA2026-10-08
ACT Advisors, Llc.
244,625$23.8M7.7%ETFMediumAsheville, NC2026-10-15
Creative Planning
243,918$23.7M0.0%IndexVery LowOverland Park, KS2026-11-02
D.A. Davidson & Co.
242,925$23.6M0.1%CoreLowGreat Falls, MT2026-10-28
Pinnacle Wealth Management Advisory Group, LLC
237,604$23.1M1.4%GrowthLowRed Bank, NJ2026-10-23
CRA Financial Services, LLC
228,288$22.2M2.5%ETFVery LowNorthfield, NJ2026-10-16
Cresta Advisors, Ltd.
220,729$21.5M9.4%ETFVery LowLaredo, TX2026-10-14
Prime Capital Investment Advisors, LLC
217,961$21.2M0.2%ETFLowOverland Park, KS2026-10-20
Columbia Advisory Partners LLC
216,581$21.1M11.6%ETFMediumSpokane, WA2026-10-15
Prospera Financial Services Inc
205,220$20.2M0.3%CoreMediumDallas, TX2026-11-04
BCM Advisors, LLC
202,170$19.9M3.9%ETFLowLafayette, LA2026-11-03
Eagle Wealth Strategies LLC
197,088$19.2M7.3%ETFVery LowMullica Hill, NJ2026-10-20
Townsend Asset Management Corp
195,818$19.0M6.0%CoreLowRaleigh, NC2026-10-29
Heck Capital Advisors, LLC
195,417$19.0M1.0%ETFMediumRhinelander, WI2026-10-14
Thrivent Financial for Lutherans
188,036$18.3K0.0%GARPMediumMinneapolis, MN2026-11-05
Boyce & Associates Wealth Consulting, Inc.
184,940$18.0M10.9%ETFMediumCedar Park, TX2026-10-14
MB, Levis & Associates, LLC
172,749$16.8M6.2%ETFVery LowCenter Valley, PA2026-10-16
TopTier Wealth Management, LLC
172,605$16.8M9.8%ETFVery LowMuskego, WI2026-10-16
Truist Financial Corp
170,580$16.6M0.0%CoreLowCharlotte, NC2026-10-30
Focus Financial Network, Inc.
168,945$16.4M0.5%ETFLowMinneapolis, MN2026-10-14
Atria Investments, Inc
160,837$15.6M0.2%CoreMediumCharlotte, NC2026-10-15
Hengehold Capital Management LLC
153,652$14.9M1.1%ETFLowCincinnati, OH2026-10-16
Williams Financial, LLC
150,043$14.6M7.4%ETFMediumNorth Bennington, VT2026-10-19
Lauer Wealth, LLC
149,790$14.8M9.2%ETFMediumValparaiso, IN2026-10-13
Avidian Wealth Enterprises, LLC
143,071$13.9M0.4%ETFLowHouston, TX2026-10-08
United Advisor Group, LLC
142,538$13.9M1.3%ETFLowCincinnati, OH2026-11-03
Marshall & Sterling Wealth Advisors Inc.
128,887$12.5M7.2%ETFMediumPoughkeepsie, NY2026-10-28
Darrow Company, Inc.
124,511$12.1M4.8%ETFVery LowNeedham, MA2026-10-22
MBA Advisors LLC
124,472$12.1M4.0%ETFLowHermitage, PA2026-10-29
Three Magnolias Financial Advisors, LLC
118,187$11.5M6.9%ETFLowWinston-Salem, NC2026-10-14
Pension & Wealth Management Advisors, Inc.
112,780$11.0M2.5%ETFLowWaltham, MA2026-10-16
Retirement Planning Group, LLC
108,615$10.6M0.3%ETFVery LowLeawood, KS2026-10-19
Certuity, LLC
104,306$10.1M0.5%GARPLowNorth Palm Beach, FL2026-11-02
Wilmington Savings Fund Society, FSB
102,151$9.9M0.2%CoreLowWilmington, DE2026-10-23
Ascentis Independent Advisors
101,621$9.9M0.6%ETFLowDallas, TX2026-11-03
Journey Advisory Group, LLC
100,340$9.8M0.7%CoreMediumCovington, KY2026-11-04
Riverbend Wealth Management, LLC
96,235$9.4M4.3%GrowthLowMyrtle Beach, SC2026-10-15
VestGen Advisors, LLC
92,081$9.0M0.3%GrowthMediumChicago, IL2026-10-27
Gray Private Wealth, LLC
90,516$8.8M3.6%ETFVery LowCanton, MA2026-10-28
Flagship Harbor Advisors, LLC
86,837$8.4M0.3%ETFMediumBoston, MA2026-10-26
Albion Financial Group
85,259$8.3M0.5%GrowthLowSalt Lake City, UT2026-10-21
Stenger Family Office, LLC
85,074$8.5M1.2%GrowthMediumNaperville, IL2026-10-22
Flagship Wealth Advisors, LLC
80,036$7.8M1.7%ETFLowWakefield, MA2026-11-03
Vise Technologies, Inc.
78,247$7.6M0.1%IndexLowNew York, NY2026-10-29
Golden State Wealth Management, LLC
77,711$7.6M0.7%ETFMediumSanta Ana, CA2026-11-02
White Pine Investment Co
77,290$7.5K0.0%ETFVery LowLivonia, MI2026-10-15
Clear Creek Financial Management, LLC
74,132$7.2M0.5%ETFMediumSilverdale, WA2026-10-28
FFG Retirement Advisors LLC
72,003$7.0M3.7%ETFMediumCentennial, CO2026-10-20
Fermata Advisors, LLC
71,694$7.0M1.3%ETFLowSonoma, CA2026-10-13
Kingswood Wealth Advisors, LLC
69,551$6.8M0.3%GrowthLowSan Diego, CA2026-10-23
Melone Private Wealth, LLC
67,706$6.6M2.6%ETFMediumAuburn Hills, MI2026-10-16
Cpwa, LLC
67,368$6.7M7.3%GrowthN/AHood River, OR2026-11-04
Oppenheimer & Co Inc
66,502$6.5M0.1%CoreLowNew York, NY2026-10-26
Lodestar Private Asset Management LLC
65,414$6.4M0.6%ETFLowAlamo, CA2026-10-26
Capital Investment Advisory Services, LLC
65,118$6.3M0.4%CoreMediumRaleigh, NC2026-10-30
Dynamic Advisor Solutions LLC
64,529$6.3M0.2%ETFLowPhoenix, AZ2026-10-13
Perryman Financial Advisory Inc
63,276$6.2M0.8%GrowthVery LowDallas, TX2026-10-16
Park Avenue Securities LLC
63,254$6.2K0.0%ETFMediumNew York, NY2026-10-26
Grey Ledge Advisors, LLC
62,091$6.0M1.2%CoreLowGuilford, CT2026-11-02
Meridian Financial Advisors, LLC
61,652$6.0M2.8%ETFVery LowHolliston, MA2026-10-14
CGN Advisors LLC
61,399$6.0M0.5%ETFLowManhattan, KS2026-10-21
Wingate Wealth Advisors, Inc.
59,842$5.8M2.4%ETFVery LowLexington, MA2026-10-26
Lanark Financial, Inc.
58,649$5.7M0.4%CoreMediumBirmingham, AL2026-10-26
J.W. Cole Advisors, Inc.
57,783$5.6M0.1%IndexLowTampa, FL2026-11-05
Dickmeyer Boyce Financial Management, Inc.
56,253$5.5M2.8%CoreVery LowFort Wayne, IN2026-10-08
Powers Advisory Group, LLC
55,247$5.4M1.6%ETFVery LowHighland, IL2026-10-14
Choreo, LLC
54,877$5.3M0.1%IndexLowRockford, IL2026-10-28
Roof Eidam Maycock Peralta, LLC
54,774$5.3M1.0%ETFVery LowSan Francisco, CA2026-10-15
Sarver Vrooman Wealth Advisors
54,093$5.3M3.1%ETFMediumKansas City, MO2026-10-01
Kraft, Davis & Associates, LLC
53,946$5.3M1.1%ETFMediumSt. Louis, MO2026-10-21
Burns Matteson Capital Management, LLC
53,298$5.2M1.8%CoreMediumCorning, NY2026-10-16
Compass Financial Management LLC
52,552$5.1M0.6%CoreN/ATampa, FL2026-10-30
Founders Financial Securities LLC
49,162$4.8M0.2%ETFMediumTowson, MD2026-10-28
First National Trust Co
48,745$4.7M0.2%GrowthLowJohnstown, PA2026-10-28
Parallel Advisors, LLC
47,505$4.6M0.1%IndexLowSan Francisco, CA2026-11-03
Aries Wealth Management
47,221$4.6M0.9%CoreVery LowPortland, ME2026-10-23
Citizens National Bank Trust Department
46,405$4.5M0.7%CoreVery LowMeridian, MS2026-11-04
Stackstone Wealth, LLC
46,002$4.5M0.4%CoreN/ADubuque, IA2026-10-19
Gaddis Premier Wealth Advisors LLC
44,965$4.4M2.4%ETFMediumDurant, OK2026-10-29
Perigon Wealth Management, LLC
44,009$4.3M0.1%GrowthLowSan Francisco, CA2026-10-22
Lotus Asset Management LLC
43,935$4.3M3.5%ETFN/ANashville, TN2026-10-14
Lantz Financial LLC
43,336$4.2M0.8%ETFLowNaperville, IL2026-10-15
Family Capital Management, Inc.
42,873$4.2M1.6%ETFLowGrand Rapids, MI2026-11-03
Wedmont Private Capital
42,820$4.2M0.1%IndexVery LowWest Chester, PA2026-10-09
Waterway Wealth Management, LLC
37,073$3.6M0.7%ETFMediumThe Woodlands, TX2026-10-28
Etesian Wealth Advisors, Inc.
35,033$3.4M1.0%ETFLowWest Linn, OR2026-10-27
Nvest Wealth Strategies, Inc.
34,324$3.3M2.4%ETFVery LowPowell, OH2026-10-14
Meridian Financial Partners LLC
33,888$3.4M1.1%GrowthLowWarrenton, VA2026-10-23
RFG Advisory, LLC
32,783$3.2M0.0%ETFMediumBirmingham, AL2026-11-03
Comprehensive Financial Planning, Inc.
31,930$3.1M1.7%Agg GrowthLowEast Petersburg, PA2026-10-27
Keybank National Association
31,162$3.0M0.0%CoreLowBrooklyn, OH2026-11-04
Capital Advisors, Ltd. LLC
31,103$3.0K0.0%ETFLowShaker Heights, OH2026-10-27
Orba Wealth Advisors, L.L.C.
30,324$2.9M2.5%ETFMediumChicago, IL2026-10-23
Uhlmann Price Securities, LLC
29,862$2.9M0.2%Agg GrowthLowSkokie, IL2026-11-03
Centerpoint Advisory Group
29,686$2.9M1.8%ETFLowOverland Park, KS2026-10-23
Hoxton Planning & Management, LLC
29,576$2.9M0.7%ETFLowShepherdstown, WV2026-10-15
Titleist Asset Management, LLC
29,176$2.8M0.2%ETFLowSan Antonio, TX2026-10-08
Stonebridge Financial Group, LLC
29,143$2.8M0.2%ETFMediumWormleysburg, PA2026-10-01
Triad Wealth Partners, LLC
28,791$2.8M0.2%ETFMediumLawrence, KS2026-10-26
HUB Investment Partners, LLC
28,004$2.7M0.0%GrowthLowAustin, TX2026-11-03
Sentinel Pension Advisors, LLC
27,990$2.7M0.3%ETFLowWakefield, MA2026-11-02
Southland Equity Partners LLC
27,943$2.7M0.5%ETFLowWildwood, MO2026-10-14
WealthPoint Financial, LLC
27,648$2.7M1.9%ETFMediumCramerton, NC2026-11-03
SeaCrest Wealth Management, LLC
27,456$2.7M0.3%GrowthLowPurchase, NY2026-10-21
Fragasso Financial Advisors Inc
26,687$2.6M0.1%ETFLowSewickley, PA2026-10-13
Tempus Wealth Planning, LLC
26,478$2.6M0.5%ETFMediumIrvine, CA2026-10-14
Continuum Wealth Advisors, LLC
26,323$2.6M0.8%ETFMediumSaratoga Springs, NY2026-10-20
Globalt Investments LLC / GA
26,048$2.5M0.1%ETFLowAtlanta, GA2026-10-27
SBI Securities Co., Ltd.
25,846$2.5M0.1%Agg GrowthLowTokyo, Mexico2026-10-22
Laurel OAK Wealth Management, LLC
25,308$2.5M0.3%GrowthLowMarlton, NJ2026-10-19
Mesirow Financial Investment Management, Inc.
25,114$2.4M0.0%CoreLowChicago, IL2026-11-05
Asset One Wealth Management LLC
24,934$2.4M0.2%GrowthLowBellevue, WA2026-11-02
Berkeley, Inc
24,723$2.4M0.7%CoreLowBoise, ID2026-10-20
Herold Advisors, Inc.
24,179$2.4M0.5%CoreLowNew York, NY2026-10-19
Almanack Investment Partners, Llc.
23,954$2.3M0.3%ETFMediumNewtown Square, PA2026-11-03
Dhjj Financial Advisors, Ltd.
23,769$2.3M0.7%ETFVery LowNaperville, IL2026-10-23
Winter & Associates, Inc.
23,593$2.3M1.7%ETFMediumSt. Paul, MN2026-10-23
Apollon Wealth Management, LLC
23,345$2.3M0.0%GrowthLowMount Pleasant, SC2026-10-23
Avaii Wealth Management, LLC
23,241$2.3M0.7%ETFMediumAppleton, WI2026-10-09
Chicago Partners Investment Group LLC
23,010$2.3M0.0%GARPLowChicago, IL2026-10-27
Narwhal Capital Management
21,797$2.1M0.1%CoreLowMarietta, GA2026-11-04
Vivid Wealth Management, LLC
21,312$2.1M0.7%GrowthLowWest Des Moines, IA2026-10-27
GGM Financial LLC
21,288$2.1M0.7%ETFMediumColumbus, OH2026-11-05
US Bancorp \de\
21,241$2.1M0.0%IndexLowMinneapolis, MN2026-11-05
Venture Visionary Partners LLC
21,060$2.0M0.1%CoreLowSylvania, OH2026-10-07
Summit Investment Advisory Services, LLC
20,546$2.0M0.5%ETFVery LowRoseville, MN2026-11-03
Verum Partners LLC
19,911$1.9M0.3%ETFLowCharlotte, NC2026-10-21
Sherman Wealth Management LLC
19,734$1.9M1.4%ETFLowGaithersburg, MD2026-10-16
Sanchez Wealth Management Group
19,585$1.9M5.7%ETFVery LowJacksonville, FL2026-11-02
TD Private Client Wealth LLC
19,092$1.9M0.0%ETFLowNew York, NY2026-10-28
Avalon Capital Management
18,514$1.8M0.4%GrowthMediumMenlo Park, CA2026-11-04
Regions Financial Corp
18,432$1.8M0.0%CoreLowBirmingham, AL2026-11-05
Quartz Partners, LLC
18,179$1.8M0.5%GARPMediumSaratoga Springs, NY2026-11-03
Guidance Capital, Inc
17,970$1.8M0.4%ETFMediumLousville, KY2026-11-03
Rubicon Advisors, GP
17,955$1.7M1.2%GrowthMediumRedding, CA2026-10-23
Sigma Planning Corp
17,946$1.7M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Fulton Bank, N.A.
17,528$1.7M0.1%CoreLowLancaster, PA2026-10-14
Parkside Financial Bank & Trust
17,423$1.7M0.1%CoreVery LowSaint Louis, MO2026-10-27
Lynx Investment Advisory
17,290$1.7M0.6%ETFLowWashington, Dc, DC2026-10-27
RMR Wealth Builders
17,040$1.7M0.1%ETFLowMontclair, NJ2026-10-22
Embree Financial Group
16,992$1.7M0.2%ETFLowChicago, IL2026-10-22
Viewpoint Investment Partners Corp
16,975$1.7M0.5%ValueMediumCalgary, Abu Dhabi2026-10-26
Bryn Mawr Trust Advisors, LLC
16,893$1.6M0.1%CoreLowPhiladelphia, PA2026-11-04
G&S Capital LLC
16,892$1.6M0.5%CoreMediumDenver, CO2026-10-23
CoreCap Advisors, LLC
16,467$1.6M0.0%ETFMediumSouthfield, MI2026-10-08
Guyasuta Investment Advisors Inc
16,263$1.6M0.1%CoreVery LowPittsburgh, PA2026-10-15
Ashton Thomas Securities, LLC
16,191$1.6M0.2%ETFMediumRochester, NY2026-10-26
Wealth Management Resources, Inc.
15,826$1.5M0.5%ETFVery LowSmithfield, RI2026-10-21
Retirement Guys Formula LLC
15,804$1.5M0.6%CoreMediumMaumee, OH2026-10-26
LexAurum Advisors, LLC
15,653$1.5M0.2%ETFLowOverland Park, KS2026-10-19
HBW Advisory Services LLC
15,642$1.5M0.2%ETFMediumSimi Valley, CA2026-10-15
WealthBridge Capital Management, LLC
15,556$1.5M0.3%ETFLowWesterville, OH2026-10-16
WealthPlan Investment Management, LLC
15,163$1.5M0.1%GrowthMediumOmaha, NE2026-10-15
Glenview Trust Co
14,617$1.4M0.0%GrowthVery LowLouisville, KY2026-10-28
Raab & Moskowitz Asset Management LLC
14,544$1.4M0.3%CoreLowChatham, NJ2026-11-02
Independent Financial Group, LLC
14,506$1.4M0.0%GrowthLowSan Diego, CA2026-10-13
Sovran Advisors, LLC
14,359$1.4M0.1%ETFMediumSan Diego, CA2026-11-02
Interchange Capital Partners, LLC
14,252$1.4M0.2%GrowthLowPittsburgh, PA2026-10-28
Private Trust Co NA
13,911$1.4M0.1%CoreLowCleveland, OH2026-10-20
TCV Trust & Wealth Management, Inc.
13,883$1.3M0.1%CoreVery LowRichmond, VA2026-10-16
Hazlett, Burt & Watson, Inc.
13,822$1.3K0.0%CoreVery LowWheeling, WV2026-11-04
Central Valley Advisors, LLC
13,551$1.3M0.4%CoreLowSacramento, CA2026-10-27
Stonebridge Wealth Management, LLC
13,487$1.3M1.2%ETFLowOak Brook, IL2026-10-09
Magnus Financial Group LLC
13,431$1.3M0.1%ETFLowNew York, NY2026-10-21
Signal Advisors Wealth, LLC
13,422$1.3M0.1%ETFLowDetroit, MI2026-10-13
Well Done, LLC
13,338$1.3M0.2%ETFLowHolland, MI2026-10-20
RKL Wealth Management LLC
13,015$1.3M0.1%ETFVery LowLancaster, PA2026-10-16
PFG Advisors
12,983$1.3M0.1%ETFMediumPhoenix, AZ2026-10-16
Ashton Thomas Private Wealth, LLC
12,897$1.3M0.0%CoreMediumScottsdale, AZ2026-11-03
Sheets Smith Wealth Management
12,845$1.2M0.1%CoreLowWinston-Salem, NC2026-10-16
Silverlake Wealth Management LLC
12,619$1.2M0.2%ETFLowWilliston, VT2026-10-21
Capital Investment Advisors, LLC
12,561$1.2M0.0%CoreLowAtlanta, GA2026-10-22
Robertson Stephens Wealth Management, LLC
12,557$1.2M0.0%ETFMediumSan Francisco, CA2026-10-16
Ted Buchan & Co
12,540$1.2M0.4%ETFLowSan Diego, CA2026-10-23
Peck Wealth Management, LLC
12,406$1.2M1.0%ETFLowWhite Plains, NY2026-10-29
Elevation Capital Advisory, LLC
11,868$1.2M0.5%ETFVery HighBend, OR2026-10-29
Axxcess Wealth Management, LLC
11,755$1.1M0.0%CoreLowCarlsbad, CA2026-10-21
Gryphon Financial Partners LLC
11,572$1.1M0.1%IndexLowColumbus, OH2026-11-04
Moneco Advisors, LLC
11,302$1.1M0.1%ETFLowFairfield, CT2026-11-05
Nations Financial Group Inc,
11,261$1.1M0.1%CoreLowCedar Rapids, IA2026-11-05
Uptick Partners, LLC
11,238$1.1M0.2%ETFLowNacogdoches, TX2026-11-04
Citizens Financial Group Inc
11,144$1.1M0.0%GrowthLowProvidence, RI2026-10-23
Avantra Family Wealth, Inc.
11,117$1.1M0.6%CoreMediumMechanicsburg, PA2026-10-20
Colorado Capital Management, Inc.
10,991$1.1K0.0%ETFVery LowBoulder, CO2026-10-15
Raub Brock Capital Management LP
10,747$1.0M0.3%GrowthMediumLarkspur, CA2026-10-21
XY Planning Network, Inc.
10,519$1.0M0.1%ETFLowBozeman, MT2026-10-14
TD Waterhouse Canada Inc.
10,486$1.0M0.0%CoreLowToronto, Australia2026-10-16
Comprehensive Financial Consultants Institutional, Inc.
10,447$1.0M0.3%CoreMediumBloomington, IN2026-10-15
Bison Wealth, LLC
10,022$994.3K0.1%GrowthMediumAtlanta, GA2026-10-13
Apollon Financial, LLC
10,011$973.5K0.1%ETFVery LowMount Pleasant, SC2026-10-23
Greenwood Gearhart LLC
10,010$973.4K0.0%ETFLowFayetteville, AR2026-11-02
StoneX Group Inc.
9,960$969.3K0.0%ETFMediumNew York, NY2026-11-03
Trust Point Inc.
9,696$942.8K0.1%CoreMediumLa Crosse, WI2026-10-27
Bulwark Capital Corp
9,572$930.8K0.5%ETFMediumFernandina Beach, FL2026-10-13
Mayfair Advisory Group, LLC
9,510$924.8K0.3%ETFLowBirmingham, AL2026-10-20
Resonant Capital Advisors, LLC
9,495$923.3K0.0%ETFLowMadison, WI2026-10-15
MGO One Seven LLC
9,391$913.2K0.0%GrowthLowBeachwood, OH2026-10-28
Parsons Capital Management Inc
9,388$912.9K0.0%CoreLowProvidence, RI2026-10-28
First Horizon Corp
9,170$891.7K0.0%CoreLowMemphis, TN2026-10-26
Simplicity Wealth,LLC
9,151$889.8K0.0%ETFLowSummit, NJ2026-10-23
Horizon Wealth Management, LLC
9,143$889.0K0.1%ETFVery HighLa Grange, IL2026-11-02
Avestar Capital, LLC
9,136$888.4K0.1%GrowthLowNew York, NY2026-10-28
Cornerstone Wealth Management, LLC
9,101$885.0K0.0%ETFVery LowSt. Peters, MO2026-11-04
Howard Bailey Securities, LLC
9,053$880.3K0.3%ETFMediumFort Wayne, IN2026-10-27
Midwest Trust Co
8,919$867.3K0.0%CoreLowOverland Park, KS2026-10-22
Focused Alpha, LLC
8,784$854.2K0.2%CoreMediumDenver, CO2026-10-20
NWF Advisory Services Inc.
8,703$846.3K0.1%GARPLowLos Angeles, CA2026-10-19
1834 Investment Advisors Co
8,378$814.7K0.1%ValueLowMilwaukee, WI2026-10-16
Beacon Financial Advisory LLC
8,328$809.8K0.2%ETFLowCleveland, OH2026-10-16
Noble Wealth Management PBC
8,308$807.9K0.4%YieldMediumGreenwood Village, CO2026-10-01
Archer Investment Management, LLC
8,170$794.5K0.3%ETFHighAustin, TX2026-10-13
Turtle Creek Wealth Advisors, LLC
8,131$790.7K0.0%GrowthLowDallas, TX2026-10-15
Allen Capital Group, LLC
8,058$783.5K0.1%CoreLowGrand Island, NE2026-10-27
Atlas Private Wealth Advisors
8,034$781.2K0.2%ETFLowRed Bank, NJ2026-10-23
Old National Bancorp
7,988$776.8K0.0%CoreLowEvansville, IN2026-10-20
United Community Bank
7,934$771.5K0.2%CoreLowGreenville, SC2026-10-28
Thrive Wealth Management, LLC
7,903$768.5K0.1%ETFVery LowAudubon, PA2026-10-13
Flynn Zito Capital Management, LLC
7,873$765.5K0.2%ETFLowGarden City, NY2026-11-04
Blake Schutter Theil Wealth Advisors, LLC
7,790$757.5K0.5%ETFLowDayton, OH2026-11-02
Simon Quick Advisors, LLC
7,762$754.8K0.0%ETFLowMorristown, NJ2026-10-26
Cidel Asset Management Inc
7,564$735.5K0.0%CoreMediumToronto, Australia2026-10-29
Koshinski Asset Management, Inc.
7,462$725.6K0.0%ETFLowDecatur, IL2026-10-29
Brookstone Capital Management
7,376$717.3K0.0%ETFMediumWheaton, IL2026-10-22
Fidelity D & D Bancorp Inc
7,362$715.9K0.2%ETFVery LowScranton, PA2026-11-05
Redwood Family Wealth LLC
7,272$707.1K0.6%GrowthLowPlano, TX2026-10-20
KPP Advisory Services LLC
7,067$687.2K0.1%GrowthMediumLouisville, KY2026-10-26
Biltmore Family Office, LLC
7,050$685.5K0.1%GrowthLowCharlotte, NC2026-11-03
CDM Financial Counseling Services, Inc.
6,942$675.0K0.6%ETFVery LowNorwich, CT2026-10-15
GW Henssler & Associates LTD
6,913$672.2K0.0%CoreMediumKennesaw, GA2026-10-26
Bokf, NA
6,830$664.1K0.0%CoreLowTulsa, OK2026-10-27
Outlook Wealth Advisors, LLC
6,663$647.9K0.1%ETFMediumShenandoah, TX2026-10-28
Florida Trust Wealth Management Co
6,532$635.2K0.0%CoreVery LowSanibel, FL2026-11-05
Deltec Asset Management LLC
6,300$612.6K0.1%CoreMediumNew York, NY2026-10-26
Meitav Investment House LTD
6,219$603.9K0.0%ETFMediumBene-Beraq, Luxembourg2026-10-28
Clark Asset Management, LLC
6,117$594.8K0.0%ETFVery LowStratham, NH2026-10-19
Kondo Wealth Advisors, Inc.
6,113$594.6K0.2%ETFVery LowPasadena, CA2026-10-19
Rose Capital Advisors LLC
6,096$592.8K0.1%ETFN/AMiami Beach, FL2026-11-04
Detalus Advisors, LLC
6,027$586.0K0.1%ETFLowSt. Louis, MO2026-10-15
Montecito Bank & Trust
6,010$584.4K0.1%GrowthVery LowSanta Barbara, CA2026-10-01
PDS Planning, Inc
5,941$577.7K0.0%IndexVery LowDublin, OH2026-11-03
Krilogy Financial LLC
5,874$582.8K0.0%GrowthLowSt. Louis, MO2026-10-13
Meridian Wealth Management, LLC
5,860$569.8K0.0%GrowthLowLexington, KY2026-11-05
Cordatus Wealth Management LLC
5,822$566.1K0.1%GrowthMediumNewtown, PA2026-10-19
Covenant Asset Management, LLC
5,689$553.2K0.1%Agg GrowthMediumChester, NJ2026-10-14
Claro Advisors Inc.
5,671$551.4K0.1%CoreLowBoston, MA2026-11-02
Assetmark, Inc
5,652$549.6K0.0%ETFLowConcord, CA2026-10-21
Sierra Summit Advisors LLC
5,600$544.5K0.1%Agg GrowthHighIncline Village, NV2026-10-28
Future Financial Wealth Managment LLC
5,598$544.3K0.3%ETFMediumCincinnati, OH2026-10-15
Davenport & Co LLC
5,545$539.1K0.0%CoreMediumRichmond, VA2026-10-14
Key Client Fiduciary Advisors, LLC
5,539$538.6K0.2%ValueMediumFairfield, NJ2026-10-19
Councilor Wealth, LLC
5,448$529.9K0.2%ETFLowBethesda, MD2026-10-09
First National Bank Sioux Falls
5,427$527.7K0.2%ETFVery LowSioux Falls, SD2026-10-13
Leelyn Smith, LLC
5,402$525.3K0.1%GrowthLowGeneva, IL2026-11-03
Fox Financial, Inc
5,335$518.8K0.4%ETFVery LowWyomissing, PA2026-10-29
Visionary Wealth Advisors
5,221$507.7K0.0%ETFLowO'Fallon, IL2026-11-04
Total Clarity Wealth Management, Inc.
5,220$507.6K0.1%ETFMediumSt. Charles, IL2026-10-26
Klingman & Associates, LLC
5,129$498.7K0.0%ETFVery LowNew York, NY2026-10-20
Legacy Private Trust Co.
5,031$489.2K0.0%ETFLowNeenah, WI2026-10-06
World Equity Group, Inc.
4,948$481.1K0.2%GrowthMediumSchaumburg, IL2026-10-14
Objective Capital Management, LLC
4,931$479.5K0.4%ETFLowFairlawn, OH2026-10-13
Friday Financial
4,900$477.4K0.1%ETFVery LowDubuque, IA2026-10-09
Global Strategic Investment Solutions, LLC
4,868$473.3K0.0%ETFLowScottsdale, AZ2026-10-16
Clarus Group, Inc.
4,787$465.5K0.2%ETFLowHouston, TX2026-10-21
Creative Financial Designs Inc
4,717$458.7K0.0%ETFMediumKokomo, IN2026-11-04
Bluesphere Advisors LLC
4,595$446.8K0.1%ETFLowEast Norriton, PA2026-10-19
Bank of New York Mellon Corp
4,571$444.4K0.0%CoreLowNew York, NY2026-11-05
Foster Dykema Cabot & Partners, LLC
4,536$441.1K0.0%GrowthLowWaltham, MA2026-10-30
Parcion Private Wealth LLC
4,524$439.9K0.0%CoreMediumBellevue, WA2026-10-28
Farrell Financial LLC
4,434$431.1K0.2%ETFVery LowOrchard Park, NY2026-10-16
Henderson Brothers Financial Partners, LLC
4,425$430.3K0.2%ETFN/APittsburgh, PA2026-11-03
Triangle Securities Wealth Management
4,405$428.3K0.1%CoreLowRaleigh, NC2026-10-14
Galvin, Gaustad & Stein, LLC
4,400$427.9K0.0%CoreMediumScottsdale, AZ2026-10-08
Blue Trust, Inc.
4,394$427.3K0.0%ETFLowBrentwood, TN2026-10-15
Gallacher Capital Management LLC
4,387$426.6K0.3%ValueMediumLone Tree, CO2026-10-30
Luts & Greenleigh Group, Inc.
4,375$425.4K0.3%CoreVery LowBethesda, MD2026-11-05
LongView Wealth Management
4,278$416.0K0.1%ETFLowAtlanta, GA2026-10-19
Waterfront Wealth Inc.
4,271$423.7K0.1%ValueLowOverland Park, KS2026-11-03
RTD Financial Advisors, Inc.
4,252$413.5K0.0%ETFLowPhiladelphia, PA2026-10-09
Mission Wealth Management, LP
4,251$413.4K0.0%ETFLowSanta Barbara, CA2026-10-15
Lantern Wealth Advisors, LLC
4,230$411.3K0.2%GrowthLowMelville, NY2026-10-22
Strategic Family Wealth Counselors, L.L.C.
4,144$402.9K0.1%ETFVery LowFairfield, NJ2026-10-29
Iron Financial LLC
4,071$395.9K0.2%ETFLowNorthbrook, IL2026-10-23
Plante Moran Financial Advisors, LLC
4,049$393.7K0.0%ETFVery LowSouthfield, MI2026-11-04
Spectrum Wealth Advisory Group, LLC
3,872$376.5K0.1%ETFMediumGranite Bay, CA2026-10-29
Summit Financial Wealth Advisors, LLC
3,796$369.1K0.0%ETFLowLafayette, LA2026-10-15
TritonPoint Partners, LLC
3,789$368.4K0.1%CoreMediumChevy Chase, MD2026-11-05
Reap Financial Group, LLC
3,784$367.9K0.1%ETFLowAustin, TX2026-11-02
Virtue Capital Management, LLC
3,783$367.9K0.0%GrowthHighBrentwood, TN2026-10-29
Sun Group Wealth Partners
3,782$367.8K0.2%GrowthLowIrvine, CA2026-10-26
Philadelphia Trust Co
3,757$3650.0%GrowthLowPhiladelphia, PA2026-11-05
Regent Peak Wealth Advisors LLC
3,671$357.0K0.1%GrowthLowAtlanta, GA2026-10-13
Commonwealth Retirement Investments LLC
3,578$347.9K0.1%CoreMediumRichmond, VA2026-10-26
Cyndeo Wealth Partners, LLC
3,564$346.6K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Diversify Advisory Services, LLC
3,546$352.7K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
3,546$352.7K0.0%GrowthMediumSandy, UT2026-10-20
Tranquility Partners, LLC
3,471$337.5K0.1%CoreLowBrentwood, TN2026-10-20
Advisory Solutions Group, LLC
3,435$334.0K0.1%ETFN/APlymouth, MN2026-10-14
Paragon Capital Management Ltd
3,424$333.0K0.1%CoreVery LowDenver, CO2026-10-09
Weaver Consulting Group
3,382$328.9K0.1%ETFLowHuntington Beach, CA2026-10-07
Mann Financial Group, Inc.
3,381$328.8K0.3%ETFLowDetroit Lakes, MN2026-10-15
B.A. Schrock Wealth Management, Inc.
3,365$327.8K0.1%GARPN/AWadsworth, OH2026-10-15
LightSquare Wealth Management, LLC
3,296$320.5K0.2%ETFN/ABingham Farms, MI2026-11-03
Heartwood Wealth Advisors LLC
3,277$318.7K0.0%ETFLowRichmond, VA2026-10-05
Ballast Rock Private Wealth LLC
3,271$318.1K0.1%ETFMediumCharleston, SC2026-10-26
Avior Wealth Management, LLC
3,190$310.2K0.0%ETFMediumOmaha, NE2026-10-13
Pictet North America Advisors SA
3,000$291.7K0.0%GARPMediumGeneva 73, Switzerland2026-10-21
Swmg, LLC
2,958$293.2K0.1%ETFMediumFort Worth, TX2026-10-23
Third View Private Wealth, LLC
2,929$284.8K0.0%GrowthLowWestport, CT2026-10-30
Kohmann Bosshard Financial Services, LLC
2,893$281.3K0.0%ETFLowFairlawn, OH2026-11-04
apricus wealth, LLC
2,850$277.1K0.1%YieldMediumBeaufort, SC2026-10-26
Omni 360 Wealth, Inc.
2,830$275.2K0.1%ETFLowPlainsboro, NJ2026-10-13
Impact Capital Partners LLC
2,811$273.3K0.1%GrowthLowGreenwood Village, CO2026-10-22
Everhart Financial Group, Inc.
2,804$272.7K0.0%ETFLowDublin, OH2026-10-08
Chatham Capital Group, Inc.
2,800$272.3K0.0%CoreLowSavannah, GA2026-10-16
Whitaker-Myers Wealth Managers, Ltd.
2,799$272.2K0.0%ETFMediumMansfield, OH2026-10-09
Milestones Private Investment Advisors LLC
2,790$271.3K0.2%ETFMediumFairport, NY2026-10-19
Soltis Investment Advisors LLC
2,784$270.7K0.0%CoreMediumSt. George, UT2026-10-28
Thryve Wealth Management LLC
2,781$270.4K0.2%ETFLowIrving, TX2026-10-09
Gibbs Wealth Management
2,778$270.1K0.0%CoreLowAlpharetta, GA2026-10-22
Crestwood Advisors Group, LLC
2,777$270.0K0.0%GrowthLowBoston, MA2026-10-27
Cherry Tree Wealth Management, LLC
2,738$266.2K0.1%ETFVery LowMinnetonka, MN2026-10-15
Grimes & Co Wealth Management, LLC
2,718$264.3K0.0%CoreLowWestborough, MA2026-10-29
McAlister, Sweet & Associates, Inc.
2,700$262.5K0.2%ETFMediumHouston, TX2026-10-07
Nautilus Advisors LLC
2,609$253.7K0.2%GrowthLowLa Jolla, CA2026-10-07
Thrive Capital Management, LLC
2,574$250.3K0.0%CoreMediumFort Washington, PA2026-10-28
Alchemi Wealth, LLC
2,562$249.1K0.1%CoreLowEssex, CT2026-11-04
First Business Financial Services, Inc.
2,543$247.3K0.0%ETFVery LowMadison, WI2026-10-29
AlphaStar Capital Management, LLC
2,527$245.7K0.0%ETFMediumCornelius, NC2026-10-16
Signaturefd, LLC
2,504$243.5K0.0%IndexLowAtlanta, GA2026-10-23
JGP Wealth Management, LLC
2,484$241.5K0.0%CoreLowBend, OR2026-10-13
Halbert Hargrove Global Advisors, LLC
2,441$237.4K0.0%ETFLowLong Beach, CA2026-10-16
Capital Management Corp
2,430$236.3K0.0%YieldMediumGlen Allen, VA2026-10-29
Matauro, LLC
2,394$232.8K0.0%ETFLowNew York, NY2026-11-03
Benedict Financial Advisors Inc
2,364$229.8K0.0%CoreVery LowAtlanta, GA2026-10-07
Harbor Investment Advisory, LLC
2,347$228.2K0.0%GrowthLowLutherville, MD2026-10-13
ATX Financial Planning, LLC
2,340$227.5K0.1%ETFHighAustin, TX2026-10-14
Stewardship Concepts Financial Services LLC
2,327$226.3K0.1%ETFLowSpokane, WA2026-10-06
Ipswich Investment Management Co., Inc.
2,270$220.7K0.0%CoreLowBeverly, MA2026-10-13
Trust Co of Toledo NA
2,268$220.5K0.0%GrowthVery LowHolland, OH2026-10-16
Summit Wealth Group LLC / Co
2,211$215.0K0.0%ETFHighColorado Springs, CO2026-10-29
Edgemoor Investment Advisors, Inc.
2,200$213.9K0.0%CoreVery LowBethesda, MD2026-11-03
Armbruster Capital Management, Inc.
2,177$211.7K0.0%ETFVery LowPittsford, NY2026-10-19
Evanson Financial, LLC
2,168$210.8K0.0%ETFN/AMclean, VA2026-10-23
Wedbush Securities Inc
2,165$2100.0%CoreLowPasadena, CA2026-10-22
Cypress Capital Group
2,165$210.5K0.0%CoreLowPalm Beach, FL2026-11-03
Harbor Asset Planning, Inc.
2,146$208.7K0.2%ETFVery LowBelmont, MA2026-10-23
M Holdings Securities, Inc.
2,132$2090.0%ETFHighPortland, OR2026-11-03
Asset Dedication, LLC
2,102$204.4K0.0%ETFLowSan Francisco, CA2026-11-03
Guerra PAN Advisors, LLC
2,097$207.2K0.1%GrowthVery LowMontclair, NJ2026-10-26
Walkner Condon Financial Advisors LLC
2,092$203.4K0.0%ETFLowVerona, WI2026-11-02
Onyx Bridge Wealth Group LLC
2,089$203.1K0.0%ETFMediumTarrytown, NY2026-10-16
Gilbert Capital Group, Inc.
2,085$202.7K0.1%ETFHighNorth Yarmouth, ME2026-10-28
Breakwater Investment Management
2,076$201.9K0.1%ETFLowSeattle, WA2026-10-20
James T. Borello RIA
2,059$200.2K0.0%ETFVery LowEast Dundee, IL2026-10-16
SAX Wealth Advisors, LLC
2,057$200.0K0.0%ETFVery LowParsippany, NJ2026-10-13
Latitude Advisors, LLC
1,865$181.4K0.1%ETFLowYorkville, IL2026-10-27
AlphaCore Capital LLC
1,862$181.1K0.0%ETFLowLa Jolla, CA2026-11-04
Citigroup Inc
1,844$179.3K0.0%CoreMediumNew York, NY2026-11-04
Cassaday & Co Wealth Management LLC
1,672$162.6K0.0%ETFVery LowMclean, VA2026-10-27
Armstrong Advisory Group, Inc
1,570$152.7K0.0%ETFHighNeedham, MA2026-10-09
Key FInancial Inc
1,554$151.1K0.0%ETFLowWest Chester, PA2026-11-02
Wolff Wiese Magana LLC
1,427$138.8K0.1%GrowthLowCarslbad, CA2026-10-15
Coastline Trust Co
1,375$133.7K0.0%GrowthVery LowProvidence, RI2026-10-01
American National Bank & Trust
1,306$127.0K0.0%CoreVery LowWichita Falls, TX2026-10-07
Piscataqua Savings Bank
1,300$126.4K0.1%CoreVery LowPortsmouth, NH2026-10-21
Signature Resources Capital Management, LLC
1,275$124.0K0.1%ETFLowNewport Beach, CA2026-10-16
Evolution Wealth Management Inc.
1,195$116.2K0.1%ETFMediumFort Myers, FL2026-10-28
Navigoe, LLC
1,194$1160.0%ETFVery LowRedondo Beach, CA2026-11-04
Laurel Wealth Advisors LLC
1,118$108.7K0.0%CoreVery LowCharlotte, NC2026-10-27
Tounjian Advisory Partners, LLC
1,107$107.6K0.0%GrowthHighFort Myers, FL2026-11-04
Westside Investment Management, Inc.
1,055$103.6K0.0%GrowthLowSanta Monica, CA2026-11-02
Rossby Financial, LCC
1,002$97.5K0.0%ETFMediumMelbourne, FL2026-11-05
Trust Co
863$83.9K0.0%ETFVery LowManhattan, KS2026-10-09
Holos Integrated Wealth LLC
780$77.1K0.0%ETFLowKennett Square, PA2026-10-23
Gamma Investing LLC
751$73.0K0.0%IndexVery LowFoster City, CA2026-10-08
Next Level Wealth Planning, LLC
738$71.8K0.0%ETFVery LowMeridian, ID2026-10-29
Bangor Savings Bank
683$66.4K0.0%ETFLowBangor, ME2026-10-06
Trust Co of Vermont
612$59.5K0.0%CoreVery LowBrattleboro, VT2026-10-21
Keystone Financial Group, Inc.
610$59.3K0.0%ETFLowAtlanta, GA2026-10-13
RMG Wealth Management LLC
602$59.5K0.0%ETFVery HighPlatteville, WI2026-10-26
Activest Wealth Management
571$55.5K0.0%ETFLowAventura, FL2026-10-15
Root Financial Partners, LLC
544$52.9K0.0%ETFMediumEncinitas, CA2026-10-21
Wealth Enhancement Trust Services, Inc.
525$51.1K0.0%GrowthMediumSioux Falls, SD2026-10-07
Elevation Wealth Partners, LLC
488$47.5K0.0%ETFLowWalnut Creek, CA2026-10-07
Newton One Investments LLC
457$44.4K0.0%ETFVery LowNewark, DE2026-10-14
GHP Investment Advisors, Inc.
440$42.8K0.0%CoreVery LowDenver, CO2026-10-15
Highline Wealth Partners LLC
413$40.2K0.0%ETFMediumSherman Oaks, CA2026-10-19
North Point Portfolio Managers Corp
390$37.9K0.0%GrowthLowOrange Village, OH2026-10-07
Versant Capital Management, Inc
381$37.0K0.0%GARPLowPhoenix, AZ2026-10-02
Financial Network Wealth Advisors LLC
367$35.7K0.0%ETFLowMurray, UT2026-10-28
GK Wealth Management LLC
364$35.4K0.0%GARPVery HighReno, NV2026-10-09
Chapman Financial Group, LLC
350$34.0K0.0%CoreVery LowHonolulu, HI2026-10-26
JFS Wealth Advisors, LLC
323$31.4K0.0%ETFVery LowHermitage, PA2026-11-03
Tsfg, LLC
308$300.0%ETFLowLake Forest, IL2026-10-23
Covestor Ltd
300$290.0%ValueHighLondon, United Kingdom2026-10-30
Allspring Global Investments Holdings, LLC
274$26.9K0.0%CoreMediumCharlotte, NC2026-11-04
Hilton Head Capital Partners, LLC
269$26.1K0.0%CoreMediumHilton Head Island, SC2026-10-23
North Star Investment Management Corp.
266$25.9K0.0%CoreLowChicago, IL2026-10-27
Princeton Global Asset Management LLC
250$24.3K0.0%GrowthLowPrinceton, NJ2026-10-21
Indiana Trust & Investment Management Co
227$22.1K0.0%GrowthLowMishawaka, IN2026-10-22
Spire Wealth Management
226$22.0K0.0%GrowthMediumMclean, VA2026-10-30
Fairman Group, LLC
200$19.4K0.0%ETFLowChesterbrook, PA2026-10-26
Bare Financial Services, Inc
155$15.1K0.0%ETFVery LowGap, PA2026-11-04
Brown, Lisle Ings, Inc.
150$14.6K0.0%CoreVery LowProvidence, RI2026-10-16
Buck Wealth Strategies, LLC
138$13.5K0.0%ValueMediumDenver, CO2026-10-28
Kingdom Financial Group Llc.
118$11.5K0.0%ETFMediumPeoria, AZ2026-11-04
Southern Michigan Bank & Trust
115$11.2K0.0%ETFLowColdwater, MI2026-10-19
Financial Perspectives, Inc
104$10.1K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Costello Asset Management, Inc
103$10.0K0.0%CoreLowFeasterville, PA2026-10-30
Pinnacle Wealth Planning Services, Inc.
87$8.5K0.0%GARPLowMansfield, OH2026-10-27
Atlantic Edge Private Wealth Management, LLC
81$7.9K0.0%CoreLowJacksonville, FL2026-10-20
Country Trust Bank
80$7.8K0.0%GrowthLowBloomington, IL2026-10-30
NBT Bank, N.A.
78$7.6K0.0%CoreLowNorwich, NY2026-10-21
Y.D. More Investments Ltd
70$6.8K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Rakuten Securities, Inc.
68$6.6K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Abound Wealth Management
62$6.0K0.0%ETFVery LowFranklin, TN2026-10-26
Davis Capital Management
56$5.4K0.0%CoreLowJacksonville, FL2026-10-08
Catherine Avery Investment Management LLC
55$5.3K0.0%CoreMediumLongboat Key, FL2026-10-14
Duncker Streett & Co Inc
50$4.9K0.0%GrowthLowSt. Louis, MO2026-10-27
Miller Global Investments, LLC
15$1.5K0.0%ValueMediumDallas, TX2026-10-02
Markowski Investments
4$3990.0%ETFN/ATampa, FL2026-10-30