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CUSIP: 97717Y527 | NYSE | 1190 institutional holders

Quarters

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

LPL Financial LLC15,684,430
0.2% of portfolio›$790.3M
BIP Wealth, LLC5,638,832
7.7% of portfolio›$284.1M
3Edge Asset Management, LP4,553,161
9.8% of portfolio›$229.4M
Morton Capital Management LLC3,122,365
19.0% of portfolio›$157.3M
Cardinal Point Capital Management ULC1,512,186
4.2% of portfolio›$76.2M
Cambridge Investment Research Advisors, Inc.1,484,876
0.0% of portfolio›$74.8K
Bank of New York Mellon Corp1,359,744
0.0% of portfolio›$68.5M
Davenport & Co LLC1,331,866
0.3% of portfolio›$67.1M
Kestra Advisory Services, LLC1,279,227
0.2% of portfolio›$64.5M
Fourpath Capital Management, LLC1,187,131
7.8% of portfolio›$59.8M
Encompass More Asset Management1,075,246
7.6% of portfolio›$54.2M
Stenger Family Office, LLC1,065,100
7.4% of portfolio›$53.7M
Commonwealth Equity Services, LLC1,009,399
0.1% of portfolio›$50.9M
Alpine Bank Wealth Management991,953
6.5% of portfolio›$50.0M
McGuire Investment Group, LLC984,036
4.4% of portfolio›$49.6M
Aprio Wealth Management, LLC904,913
2.1% of portfolio›$45.6M
Lunt Capital Management, Inc.877,436
16.8% of portfolio›$44.2M
Mraz, Amerine & Associates, Inc.834,821
6.6% of portfolio›$42.1M
Clear Creek Financial Management, LLC806,407
3.1% of portfolio›$40.6M
Lido Advisors, LLC802,237
0.1% of portfolio›$40.4M
Mission Wealth Management, LP801,187
0.6% of portfolio›$40.4M
Wealthcare Capital Partners, LLC799,449
16.3% of portfolio›$40.3M
Kestra Private Wealth Services, LLC786,847
0.4% of portfolio›$39.6M
Global View Capital Management LLC776,613
8.7% of portfolio›$39.1M
Carmel Capital Partners, LLC769,651
13.9% of portfolio›$38.8M
Disciplina Capital Management LLC738,080
3.6% of portfolio›$37.2M
AlphaCore Capital LLC682,214
0.6% of portfolio›$34.4M
Level Four Advisory Services, LLC654,181
1.0% of portfolio›$33.0M
Integrity Alliance, Llc.635,742
1.0% of portfolio›$32.0M
Flagship Harbor Advisors, LLC625,438
1.2% of portfolio›$31.5M
Matrix Trust Co599,859
0.1% of portfolio›$30.2K
Stonebridge Wealth Management, LLC543,194
24.4% of portfolio›$27.4M
Wealth Enhancement Advisory Services, LLC523,152
0.0% of portfolio›$26.4M
Farther Finance Advisors, LLC494,091
0.2% of portfolio›$24.9M
Wealthcare Advisory Partners LLC488,500
0.4% of portfolio›$24.6M
Prime Capital Investment Advisors, LLC484,814
0.2% of portfolio›$24.4M
Uptick Partners, LLC479,148
3.4% of portfolio›$24.1M
Bonfire Financial468,655
14.5% of portfolio›$23.6M
New Perspectives, Inc447,656
6.9% of portfolio›$22.6M
United Asset Strategies, Inc.419,157
1.4% of portfolio›$21.1M
Team Financial Group, LLC418,148
8.3% of portfolio›$21.1M
Broussard Financial Group LLC412,608
15.4% of portfolio›$20.8M
Stonebridge Financial Group, LLC407,606
1.5% of portfolio›$20.5M
Uhlmann Price Securities, LLC396,536
1.1% of portfolio›$19.9M
Headland Capital, LLC362,683
4.5% of portfolio›$18.3M
Christian Investment Advisors, Inc.344,982
10.7% of portfolio›$17.4M
Envision Financial LLC342,999
7.7% of portfolio›$17.3M
SFM, LLC d/b/a Sweeney Financial Advisors336,400
8.5% of portfolio›$17.0M
Mueller Wealth, LLC335,758
10.7% of portfolio›$16.9M
D.A. Davidson & Co.334,223
0.1% of portfolio›$16.8M
Melone Private Wealth, LLC328,167
6.5% of portfolio›$16.5M
Merit Financial Group, LLC326,923
0.1% of portfolio›$16.5M
Concurrent Investment Advisors, LLC319,971
0.1% of portfolio›$16.1M
Assetmark, Inc318,950
0.0% of portfolio›$16.1M
Etesian Wealth Advisors, Inc.317,636
4.7% of portfolio›$16.0M
Leibman Financial Services, Inc.316,752
11.0% of portfolio›$16.0M
Grey Ledge Advisors, LLC303,063
3.1% of portfolio›$15.3M
Intrua Financial, LLC299,437
1.4% of portfolio›$15.1M
Sharper & Granite LLC294,645
5.1% of portfolio›$14.8M
Citizens Financial Group Inc292,713
0.2% of portfolio›$14.7M
Procyon Advisors, LLC284,581
0.6% of portfolio›$14.3M
Axxcess Wealth Management, LLC281,492
0.6% of portfolio›$14.2M
Moulton Wealth Management, Inc270,200
9.2% of portfolio›$13.6M
Mosley Wealth Management267,672
3.9% of portfolio›$13.5M
True North Advisors, LLC260,581
1.0% of portfolio›$13.1M
Lauer Wealth, LLC259,983
8.2% of portfolio›$13.1M
Cassia Capital Partners, LLC258,759
6.3% of portfolio›$13.0M
Blueprint Investment Partners LLC257,336
1.0% of portfolio›$13.0M
Financial Security Advisor, Inc.255,534
2.2% of portfolio›$12.9M
Private Advisory Group LLC249,237
0.7% of portfolio›$12.6M
HUB Investment Partners, LLC247,651
0.2% of portfolio›$12.5M
Warren Street Wealth Advisors, LLC245,092
2.4% of portfolio›$12.4M
BFI Wealth Solutions, LLC244,868
8.5% of portfolio›$12.3M
Castle Rock Wealth Management, LLC242,868
2.3% of portfolio›$12.2M
Capital Investment Advisory Services, LLC242,856
0.8% of portfolio›$12.2M
Acorn Creek Capital LLC242,184
4.0% of portfolio›$12.2M
Tectonic Advisors LLC234,279
0.5% of portfolio›$11.8M
Arta Finance Wealth Management LLC232,281
5.5% of portfolio›$11.7M
Rare Wolf Capital LLC227,492
6.8% of portfolio›$11.5M
Howard Capital Management, LLC226,765
0.1% of portfolio›$11.4M
Columbia Advisory Partners LLC224,253
6.2% of portfolio›$11.3M
Nvwm, LLC221,433
2.1% of portfolio›$11.2M
Capital Management Corp216,906
1.6% of portfolio›$10.9M
Milestone Investment Advisors LLC214,663
2.3% of portfolio›$10.8M
Compass Financial Management LLC214,222
1.2% of portfolio›$10.8M
Ascentis Independent Advisors211,775
0.6% of portfolio›$10.7M
Valen Private Capital, LLC198,846
3.1% of portfolio›$10.0M
Ares Financial Consulting, LLC198,741
6.9% of portfolio›$10.0M
Reyes Financial Architecture, Inc.195,997
6.1% of portfolio›$9.9M
Guided Capital Wealth Management, LLC194,222
5.7% of portfolio›$9.8M
Citigroup Inc188,380
0.0% of portfolio›$9.5M
Reality Financial Planning Services, LLC181,814
8.7% of portfolio›$9.2M
Allen Capital Group, LLC181,679
0.7% of portfolio›$9.2M
Value Investment Professionals, LLC174,592
7.7% of portfolio›$8.8M
Norden Group LLC171,245
0.6% of portfolio›$8.6M
Invenio Wealth Partners LLC170,547
3.1% of portfolio›$8.6M
Stonekeep Investments, LLC167,523
4.9% of portfolio›$8.4M
Laurel Wealth Advisors LLC165,865
0.8% of portfolio›$8.4M
Parallel Advisors, LLC160,976
0.1% of portfolio›$8.1M
Founders Financial Securities LLC158,011
0.4% of portfolio›$8.0M
Fortune Financial Group, Inc.150,096
6.7% of portfolio›$7.6M
Client First Capital LLC149,298
3.0% of portfolio›$7.5M
GreatBanc Trust Co144,901
4.4% of portfolio›$7.3M
Haven Private, LLC143,063
2.8% of portfolio›$7.2M
Elmwood Wealth Management, Inc.138,676
1.7% of portfolio›$7.0M
Family Legacy Financial Solutions, LLC138,051
4.0% of portfolio›$7.0M
Cabot Wealth Management Inc135,387
0.7% of portfolio›$6.8M
Yoder Wealth Management, Inc.135,264
2.6% of portfolio›$6.8M
Blueprint Financial Advisors LLC131,651
0.7% of portfolio›$6.6M
Kingswood Wealth Advisors, LLC130,857
0.3% of portfolio›$6.6M
Anderson Hoagland & Co129,700
0.5% of portfolio›$6.6M
Wealthcare Capital Management LLC128,439
0.7% of portfolio›$6.5M
Spectrum Planning & Advisory Services Inc.127,981
2.7% of portfolio›$6.4M
Pinnacle Associates LTD124,668
0.1% of portfolio›$6.3M
Portside Wealth Group, LLC123,593
0.7% of portfolio›$6.2M
Landaas & Co122,784
1.0% of portfolio›$6.2M
Global Assets Advisory, LLC122,195
1.4% of portfolio›$6.2M
Hobart Private Capital, LLC120,705
1.0% of portfolio›$6.1M
Town Capital LLC119,584
3.9% of portfolio›$6.0M
SAX Wealth Advisors, LLC117,334
0.2% of portfolio›$5.9M
Total Clarity Wealth Management, Inc.112,101
1.1% of portfolio›$5.6M
Friedenthal Financial111,657
2.4% of portfolio›$5.6M
Exchange Traded Concepts, LLC106,961
0.0% of portfolio›$5.4M
Leo Wealth, LLC106,954
1.1% of portfolio›$5.4M
Ashton Thomas Securities, LLC102,615
0.5% of portfolio›$5.2M
Cypress Capital, LLC101,148
1.4% of portfolio›$5.1M
Convergence Financial, LLC99,451
0.7% of portfolio›$5.0M
Independent Wealth Advisors LLC99,293
4.1% of portfolio›$5.0M
Goldenstone Wealth Management LLC94,061
3.0% of portfolio›$4.7M
Optima Capital LLC93,616
1.9% of portfolio›$4.7M
StoneX Group Inc.93,391
0.2% of portfolio›$4.7M
Pinnacle Wealth Management Advisory Group, LLC89,121
0.3% of portfolio›$4.5M
TrustWell Financial Advisors, LLC88,228
3.8% of portfolio›$4.4M
MGO One Seven LLC87,762
0.1% of portfolio›$4.4M
Andina Capital Management, LLC80,966
5.9% of portfolio›$4.1M
Woodard & Co Asset Management Group Inc79,892
0.6% of portfolio›$4.0M
Mattern Capital Management, LLC76,338
0.4% of portfolio›$3.8M
IFP Advisors, Inc76,139
0.1% of portfolio›$3.8M
Rose Capital Advisors LLC76,083
0.9% of portfolio›$3.8M
Vise Technologies, Inc.76,030
0.0% of portfolio›$3.8M
Golden State Wealth Management, LLC75,140
0.3% of portfolio›$3.8M
Truist Financial Corp74,858
0.0% of portfolio›$3.8M
Creative Planning74,521
0.0% of portfolio›$3.8M
Curran Financial Partners, LLC73,289
0.6% of portfolio›$3.7M
EverSource Wealth Advisors, LLC73,161
0.1% of portfolio›$3.7M
Transcendent Capital Group LLC72,592
1.5% of portfolio›$3.7M
Beacon Financial Group72,222
0.3% of portfolio›$3.6M
Novem Group70,590
0.4% of portfolio›$3.6M
Avidian Wealth Enterprises, LLC69,466
0.1% of portfolio›$3.5M
M Wealth Management, LLC68,716
2.7% of portfolio›$3.5M
Focus Financial Network, Inc.68,124
0.1% of portfolio›$3.4M
First Financial Group Corp67,615
2.6% of portfolio›$3.4M
Certior Financial Group, LLC66,565
1.8% of portfolio›$3.4M
Allworth Financial LP65,053
0.0% of portfolio›$3.3M
Charis Legacy Partners, LLC64,283
4.0% of portfolio›$3.2M
Spartan Planning & Wealth Management64,189
2.1% of portfolio›$3.2M
Fifth Third Bancorp60,902
0.0% of portfolio›$3.1M
Dhjj Financial Advisors, Ltd.60,288
0.9% of portfolio›$3.0M
Crestwood Advisors Group, LLC59,292
0.0% of portfolio›$3.0M
Advisor OS, LLC54,173
0.2% of portfolio›$2.7M
PFG Advisors53,736
0.1% of portfolio›$2.7M
Portland Financial Advisors Inc53,663
4.7% of portfolio›$2.7M
Alliance Wealth Advisors, LLC53,088
0.5% of portfolio›$2.7M
Alpha Zero LLC52,723
0.9% of portfolio›$2.7M
Garrison Bradford & Associates Inc52,495
3.0% of portfolio›$2.6M
Fortis Group Advisors, LLC51,101
0.4% of portfolio›$2.6M
Private Trust Co NA50,495
0.2% of portfolio›$2.5M
F&V Capital Management, LLC50,408
0.0% of portfolio›$2.5K
Aspetuck Financial Management LLC50,312
1.6% of portfolio›$2.5M
Middleton & Co Inc50,083
0.3% of portfolio›$2.5M
Sowell Financial Services LLC49,002
0.1% of portfolio›$2.5M
Clear Point Advisors Inc.48,872
1.7% of portfolio›$2.5M
Fermata Advisors, LLC48,528
0.5% of portfolio›$2.4M
RFG Advisory, LLC48,303
0.0% of portfolio›$2.4M
Legacy Wealth Asset Management, LLC47,996
0.5% of portfolio›$2.4M
Nemes Rush Group LLC47,917
0.2% of portfolio›$2.4M
Mather Group, Llc.47,209
0.0% of portfolio›$2.4M
Independent Financial Group, LLC46,580
0.0% of portfolio›$2.3M
Tucker Asset Management LLC45,323
0.6% of portfolio›$2.3M
Peck Wealth Management, LLC44,589
1.9% of portfolio›$2.2M
Granite Islands Private Wealth, LLC44,431
1.3% of portfolio›$2.2M
Impact Capital Partners LLC43,911
0.6% of portfolio›$2.2M
Cypress Capital Group42,905
0.2% of portfolio›$2.2M
Park Avenue Securities LLC42,509
0.0% of portfolio›$2.1K
Kane Co Wealth Management, Inc.42,321
1.7% of portfolio›$2.1M
Peak Financial Management, Inc.41,900
0.5% of portfolio›$2.1M
Compass Financial Services Inc41,413
0.7% of portfolio›$2.1M
Atria Investments, Inc40,600
0.0% of portfolio›$2.0M
Bernardo Wealth Planning LLC39,822
0.2% of portfolio›$2.0M
First Heartland Consultants, Inc.38,279
0.1% of portfolio›$1.9M
Eagle Strategies LLC37,992
0.2% of portfolio›$1.9M
IFS Advisors, LLC37,013
0.6% of portfolio›$1.9M
HF Advisory Group, LLC36,144
0.5% of portfolio›$1.8M
R2 Capital Strategies, LLC35,409
0.8% of portfolio›$1.8M
Integrated Advisors Network LLC33,400
0.1% of portfolio›$1.7M
Parisi Gray Wealth Management33,102
3.3% of portfolio›$16.8M
Guidance Capital, Inc32,464
0.4% of portfolio›$1.6M
Partners Wealth Management, LLC32,315
0.2% of portfolio›$1.6M
Activest Wealth Management31,790
0.3% of portfolio›$1.6M
G&S Capital LLC31,579
0.5% of portfolio›$1.6M
Bdfs Capital LLC31,544
0.8% of portfolio›$1.6M
Ashton Thomas Private Wealth, LLC31,019
0.0% of portfolio›$1.6M
Cynosure Group, LLC29,865
0.2% of portfolio›$1.5M
Defined Wealth Management, LLC29,389
0.8% of portfolio›$1.5M
Vericrest Private Wealth29,217
1.3% of portfolio›$1.5M
Northern Financial Advisors Inc29,037
1.0% of portfolio›$1.5M
FSA Wealth Partners, Inc.29,032
0.4% of portfolio›$1.5M
Oasis Advisors, LLC28,733
0.6% of portfolio›$1.4M
Integrated Capital Management, Inc.28,481
1.0% of portfolio›$1.4M
Flynn Zito Capital Management, LLC28,454
0.4% of portfolio›$1.4M
Avaii Wealth Management, LLC28,448
0.4% of portfolio›$1.4M
Herold Advisors, Inc.28,098
0.3% of portfolio›$1.4M
Choreo, LLC28,098
0.0% of portfolio›$1.4M
Comprehensive Financial Consultants Institutional, Inc.27,459
0.4% of portfolio›$1.4M
Lanark Financial, Inc.27,431
0.1% of portfolio›$1.4M
Brookstone Capital Management27,359
0.0% of portfolio›$1.4M
Strategic Blueprint, LLC27,296
0.1% of portfolio›$1.4M
XY Planning Network, Inc.26,630
0.1% of portfolio›$1.3M
Compound Planning, Inc.26,475
0.0% of portfolio›$1.3M
Integrity Wealth Advisors, Inc.26,350
0.7% of portfolio›$1.3M
Vicus Capital26,030
0.1% of portfolio›$1.3M
Advisory Solutions Group, LLC25,847
0.3% of portfolio›$1.3M
Collaborative Wealth Managment Inc.25,312
0.5% of portfolio›$1.3M
Access Investment Management LLC24,921
0.3% of portfolio›$1.3M
B. Riley Wealth Advisors, Inc.24,799
0.0% of portfolio›$1.2M
Flagstar Securities, Inc24,697
0.4% of portfolio›$1.2M
Professional Financial Advisors, LLC24,562
0.2% of portfolio›$1.2M
Guardian Asset Advisors, LLC24,190
0.5% of portfolio›$1.2M
Signature Estate & Investment Advisors LLC24,164
0.0% of portfolio›$1.2M
Quartz Partners, LLC24,156
0.4% of portfolio›$1.2M
MKT Advisors LLC23,228
0.4% of portfolio›$1.2M
Cravens & Co Advisors, LLC22,803
0.8% of portfolio›$1.1M
VestGen Advisors, LLC22,749
0.0% of portfolio›$1.1M
Segment Wealth Management, LLC22,135
0.1% of portfolio›$1.1M
Watchman Group, Inc.21,435
0.2% of portfolio›$1.1M
Cambiar Investors LLC20,901
0.0% of portfolio›$1.1M
Bouvel Investment Partners, LLC20,794
0.2% of portfolio›$1.0M
W.H. Cornerstone Investments Inc.20,445
0.6% of portfolio›$1.0M
Wealth Advisory Solutions, LLC20,159
0.2% of portfolio›$1.0M
Marshall & Sterling Wealth Advisors Inc.20,041
0.6% of portfolio›$1.0M
Turtle Creek Wealth Advisors, LLC19,760
0.1% of portfolio›$995.7K
GFS Advisors, LLC19,133
0.1% of portfolio›$964.0K
Diversify Advisory Services, LLC19,105
0.0% of portfolio›$964.4K
Diversify Wealth Management, LLC19,105
0.0% of portfolio›$964.4K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors19,060
0.0% of portfolio›$960.4K
Retireful, LLC19,032
0.8% of portfolio›$959.0K
Three Magnolias Financial Advisors, LLC18,968
0.6% of portfolio›$955.8K
North Forty Two & Co.18,900
0.8% of portfolio›$952.4K
Addison Advisors LLC18,822
0.4% of portfolio›$948.4K
Krilogy Financial LLC18,500
0.0% of portfolio›$933.3K
Sheets Smith Wealth Management18,231
0.1% of portfolio›$918.7K
Simplicity Wealth,LLC18,200
0.0% of portfolio›$917.1K
Asset One Wealth Management LLC17,823
0.1% of portfolio›$898.1K
Almanack Investment Partners, Llc.17,722
0.1% of portfolio›$893.0K
Financial Network Wealth Advisors LLC17,240
0.9% of portfolio›$868.7K
Onyx Bridge Wealth Group LLC17,123
0.1% of portfolio›$862.8K
Financial & Tax Architects, LLC17,079
0.2% of portfolio›$860.6K
Money Concepts Capital Corp17,042
0.0% of portfolio›$858.7K
Archer Investment Corp16,955
0.2% of portfolio›$854.4K
WT Wealth Management16,647
0.2% of portfolio›$838.8K
ARK & TLK Investments, LLC16,472
0.2% of portfolio›$830.1K
Patten Group, Inc.16,410
0.1% of portfolio›$826.9K
Apollon Wealth Management, LLC16,273
0.0% of portfolio›$820.0K
Moors & Cabot, Inc.16,201
0.0% of portfolio›$816.4K
Wedbush Securities Inc16,041
0.0% of portfolio›$808
Euro Pacific Asset Management, LLC16,000
0.1% of portfolio›$806.2K
Sovran Advisors, LLC15,964
0.1% of portfolio›$804.4K
J.W. Cole Advisors, Inc.15,731
0.0% of portfolio›$792.7K
Robinson Smith Wealth Advisors LLC15,695
0.5% of portfolio›$790.9K
Opus Financial Solutions LLC15,448
0.7% of portfolio›$778.4K
First Premier Bank15,079
0.0% of portfolio›$760
Avior Wealth Management, LLC14,778
0.0% of portfolio›$744.6K
Signal Advisors Wealth, LLC14,697
0.0% of portfolio›$740.6K
Gibbs Wealth Management14,416
0.1% of portfolio›$726.4K
Savant Capital, LLC14,230
0.0% of portfolio›$717.0K
Winebrenner Capital Management LLC14,080
0.5% of portfolio›$709.5K
Magnus Financial Group LLC14,074
0.0% of portfolio›$709.2K
Iams Wealth Management, LLC13,965
0.2% of portfolio›$703.7K
UMB Bank, n.a.13,960
0.0% of portfolio›$703.4K
Security Financial Services, Inc.13,758
0.1% of portfolio›$693.3K
GenWealth Group, Inc.13,500
0.1% of portfolio›$680.3K
Vigilare Wealth Management13,309
0.2% of portfolio›$670.7K
Carlton Hofferkamp & Jenks Wealth Management, LLC13,083
0.2% of portfolio›$660.7K
Demars Financial Group, LLC12,683
0.2% of portfolio›$639.1K
Trek Financial, LLC12,518
0.0% of portfolio›$630.8K
Laurel OAK Wealth Management, LLC12,347
0.1% of portfolio›$622.2K
Brighton Jones LLC12,001
0.0% of portfolio›$604.7K
Verus Capital Partners, LLC11,985
0.0% of portfolio›$603.9K
Advisor Resource Council11,984
0.2% of portfolio›$604.1K
Capital Advisors, Ltd. LLC11,898
0.0% of portfolio›$600
NewSquare Capital LLC11,831
0.0% of portfolio›$596.2K
Root Financial Partners, LLC11,704
0.0% of portfolio›$589.8K
Stableford Capital II LLC11,617
0.2% of portfolio›$585.4K
Summa Corp.11,270
0.1% of portfolio›$567.9K
Cascade Investment Advisors, Inc.11,074
0.3% of portfolio›$558.0K
FIG Financial Advisory Services Inc11,062
0.3% of portfolio›$557.4K
Baldwin Wealth Partners LLC10,956
0.0% of portfolio›$552.1K
Oppenheimer & Co Inc10,782
0.0% of portfolio›$543.3K
CGN Advisors LLC10,630
0.0% of portfolio›$535.6K
Bright Futures Wealth Management, Llc.10,531
0.4% of portfolio›$530.7K
Sanchez Wealth Management Group10,093
1.5% of portfolio›$508.6K
Robertson Stephens Wealth Management, LLC9,690
0.0% of portfolio›$488.3K
Everett Harris & Co9,600
0.0% of portfolio›$483.7K
Midwest Financial Network, LLC9,586
0.3% of portfolio›$483.1K
Core Wealth Partners LLC9,511
0.2% of portfolio›$479.3K
TopTier Wealth Management, LLC9,432
0.3% of portfolio›$475.3K
Fiduciary Alliance LLC9,416
0.0% of portfolio›$474.5K
Balboa Wealth Partners9,324
0.1% of portfolio›$469.8K
CogentBlue Wealth Advisors, LLC9,171
0.4% of portfolio›$462.1K
Embree Financial Group8,895
0.0% of portfolio›$448.2K
Optivise Advisory Services LLC8,671
0.2% of portfolio›$436.9K
Trademark Financial Management, LLC8,647
0.2% of portfolio›$435.7K
Prairie Advisory, LLC8,620
0.1% of portfolio›$434.3K
Berkshire Money Management, Inc.8,255
0.0% of portfolio›$416.0K
WealthPoint Financial, LLC8,238
0.3% of portfolio›$415.1K
AlphaStar Capital Management, LLC8,027
0.0% of portfolio›$404.5K
Triad Wealth Partners, LLC7,929
0.0% of portfolio›$399.5K
National Wealth Management Group, LLC7,890
0.1% of portfolio›$397.6K
Park Edge Advisors, LLC7,756
0.1% of portfolio›$390.8K
Prevail Innovative Wealth Advisors, LLC7,642
0.0% of portfolio›$385.3K
Hartline Investment Corp/7,285
0.0% of portfolio›$367.1K
Whalen Wealth Management Inc.7,257
0.2% of portfolio›$365.7K
Creative Financial Designs Inc7,149
0.0% of portfolio›$360.2K
Cypress Wealth Services, LLC7,023
0.0% of portfolio›$354.0K
Annex Advisory Services, LLC6,990
0.0% of portfolio›$352.2K
SeaCrest Wealth Management, LLC6,853
0.0% of portfolio›$345.3K
Chicago Partners Investment Group LLC6,595
0.0% of portfolio›$333.2K
Harbour Capital Advisors, LLC6,400
0.1% of portfolio›$322.5K
MTM Investment Management, LLC6,337
0.1% of portfolio›$319.3K
Private Client Services, LLC6,250
0.1% of portfolio›$314.9K
Zega Investments, LLC6,193
0.0% of portfolio›$312.1K
TD Waterhouse Canada Inc.6,165
0.0% of portfolio›$310.7K
ASL Financial, LLC6,085
0.2% of portfolio›$306.6K
Ballast Rock Private Wealth LLC6,000
0.1% of portfolio›$302.3K
LifeWealth Investments, LLC5,954
0.1% of portfolio›$300.0K
Nvest Wealth Strategies, Inc.5,789
0.2% of portfolio›$291.7K
Dynamic Advisor Solutions LLC5,772
0.0% of portfolio›$290.9K
Sage Private Wealth Group, LLC5,769
0.1% of portfolio›$290.7K
Patton Albertson Miller Group, LLC5,600
0.0% of portfolio›$282.2K
Avestar Capital, LLC5,559
0.0% of portfolio›$280.1K
South Shore Capital Advisors5,555
0.2% of portfolio›$279.9K
Blue Trust, Inc.5,478
0.0% of portfolio›$276.0K
Luts & Greenleigh Group, Inc.5,398
0.2% of portfolio›$272.0K
Weaver Consulting Group5,344
0.1% of portfolio›$269.3K
Insight Wealth Strategies, LLC5,210
0.0% of portfolio›$262.5K
Ehrlich Financial Group5,196
0.1% of portfolio›$261.8K
Altus Wealth Group LLC5,089
0.1% of portfolio›$256.4K
Simon Quick Advisors, LLC5,033
0.0% of portfolio›$253.6K
Financial Guidance Group, Inc.5,005
0.1% of portfolio›$252.2K
Frontier Asset Management, LLC4,784
0.0% of portfolio›$241.1K
Riverchase Wealth Management, LLC4,719
0.1% of portfolio›$237.8K
Walkner Condon Financial Advisors LLC4,634
0.0% of portfolio›$233.5K
Valtinson Bruner Financial Planning LLC4,574
0.1% of portfolio›$230.5K
Sawgrass Asset Management LLC4,415
0.0% of portfolio›$222.5K
Thrive Capital Management, LLC4,393
0.0% of portfolio›$221.4K
Vilga Financial Planning LLC4,376
0.1% of portfolio›$220.5K
Dorval Corp4,255
0.1% of portfolio›$214.4K
Apella Capital, LLC4,157
0.0% of portfolio›$209.6K
Balefire, LLC4,107
0.0% of portfolio›$207.0K
Prosperity Financial Group, Inc.4,087
0.1% of portfolio›$205.9K
Tortoise Investment Management, LLC4,000
0.0% of portfolio›$201.6K
Acumen Wealth Advisors, LLC3,789
0.0% of portfolio›$190.9K
Trust Co of Vermont2,543
0.0% of portfolio›$128.1K
Provenance Wealth Advisors, LLC2,505
0.0% of portfolio›$126.2K
Central Trust Co2,416
0.0% of portfolio›$121.7K
PNC Financial Services Group, Inc.2,193
0.0% of portfolio›$110.5K
EPG Wealth Management LLC1,721
0.0% of portfolio›$86.7K
IAG Wealth Partners, LLC1,567
0.0% of portfolio›$79.0K
US Bancorp \de\1,302
0.0% of portfolio›$65.6K
Wealth Enhancement Trust Services, Inc.1,275
0.0% of portfolio›$64.2K
CoreCap Advisors, LLC1,271
0.0% of portfolio›$64.0K
First Horizon Corp1,253
0.0% of portfolio›$63.1K
CX Institutional1,250
0.0% of portfolio›$63
Tradewinds Capital Management, LLC1,249
0.0% of portfolio›$62.9K
Parkside Financial Bank & Trust1,200
0.0% of portfolio›$60.5K
NBH Bank1,198
0.0% of portfolio›$60.4K
GK Wealth Management LLC927
0.0% of portfolio›$46.7K
Rossby Financial, LCC646
0.0% of portfolio›$32.6K
Fairman Group, LLC590
0.0% of portfolio›$29.7K
City Holding Co524
0.0% of portfolio›$26.4K
Jacobi Capital Management LLC508
0.0% of portfolio›$25.6K
DeDora Capital, Inc.456
0.0% of portfolio›$23.0K
Downshift Financial, LLC405
0.0% of portfolio›$20.4K
Covestor Ltd336
0.0% of portfolio›$17
Silver Grove Financial Group, Inc.322
0.0% of portfolio›$16.2K
GHP Investment Advisors, Inc.318
0.0% of portfolio›$16.0K
Gables Capital Management Inc.300
0.0% of portfolio›$15.1K
1620 Investment Advisors, Inc.282
0.0% of portfolio›$14.2K
TD Private Client Wealth LLC183
0.0% of portfolio›$9.2K
Buck Wealth Strategies, LLC177
0.0% of portfolio›$8.9K
Trust Co176
0.0% of portfolio›$8.9K
Cherry Tree Wealth Management, LLC158
0.0% of portfolio›$8.0K
Trust Co of Toledo NA133
0.0% of portfolio›$6.7K
Nfsg Corp119
0.0% of portfolio›$6.0K
Cedar Mountain Advisors, LLC88
0.0% of portfolio›$4.4K
Triumph Capital Management85
0.0% of portfolio›$4.3K
Pinnacle Wealth Planning Services, Inc.56
0.0% of portfolio›$2.8K
Main Street Group, LTD37
0.0% of portfolio›$1.9K
Spurstone Advisory Services, LLC11
0.0% of portfolio›$554
Planning Strategies Inc.10
0.0% of portfolio›$504
Allspring Global Investments Holdings, LLC1
0.0% of portfolio›$50
StyleTurnoverLocationFiled
LPL Financial LLC
15,684,430$790.3M0.2%IndexVery LowFort Mill, SC2026-11-06
BIP Wealth, LLC
5,638,832$284.1M7.7%ETFMediumAtlanta, GA2026-10-22
3Edge Asset Management, LP
4,553,161$229.4M9.8%ETFMediumNaples, FL2026-10-30
Morton Capital Management LLC
3,122,365$157.3M19.0%ETFVery LowCalabasas, CA2026-10-23
Cardinal Point Capital Management ULC
1,512,186$76.2M4.2%ValueLowToronto, Australia2026-10-21
Cambridge Investment Research Advisors, Inc.
1,484,876$74.8K0.0%ETFLowFairfield, IA2026-11-02
Bank of New York Mellon Corp
1,359,744$68.5M0.0%CoreLowNew York, NY2026-11-05
Davenport & Co LLC
1,331,866$67.1M0.3%CoreMediumRichmond, VA2026-10-14
Kestra Advisory Services, LLC
1,279,227$64.5M0.2%CoreLowAustin, TX2026-11-02
Fourpath Capital Management, LLC
1,187,131$59.8M7.8%CoreMediumOklahoma City, OK2026-10-19
Encompass More Asset Management
1,075,246$54.2M7.6%ETFHighDanville, CA2026-10-16
Stenger Family Office, LLC
1,065,100$53.7M7.4%GrowthMediumNaperville, IL2026-10-22
Commonwealth Equity Services, LLC
1,009,399$50.9M0.1%ETFLowWaltham, MA2026-11-02
Alpine Bank Wealth Management
991,953$50.0M6.5%ETFHighGrand Junction, CO2026-10-16
McGuire Investment Group, LLC
984,036$49.6M4.4%Agg GrowthLowWakefield, RI2026-10-23
Aprio Wealth Management, LLC
904,913$45.6M2.1%ETFMediumAtlanta, GA2026-10-28
Lunt Capital Management, Inc.
877,436$44.2M16.8%ETFLowHolladay, UT2026-10-30
Mraz, Amerine & Associates, Inc.
834,821$42.1M6.6%Deep ValueLowModesto, CA2026-10-30
Clear Creek Financial Management, LLC
806,407$40.6M3.1%ETFMediumSilverdale, WA2026-10-28
Lido Advisors, LLC
802,237$40.4M0.1%GrowthLowLos Angeles, CA2026-11-04
Mission Wealth Management, LP
801,187$40.4M0.6%ETFLowSanta Barbara, CA2026-10-15
Wealthcare Capital Partners, LLC
799,449$40.3M16.3%ETFLowWest Chester, PA2026-10-21
Kestra Private Wealth Services, LLC
786,847$39.6M0.4%GrowthLowAustin, TX2026-11-06
Global View Capital Management LLC
776,613$39.1M8.7%ETFHighWaukesha, WI2026-10-28
Carmel Capital Partners, LLC
769,651$38.8M13.9%ValueMediumSan Diego, CA2026-11-03
Disciplina Capital Management LLC
738,080$37.2M3.6%ETFLowNashville, TN2026-11-06
AlphaCore Capital LLC
682,214$34.4M0.6%ETFLowLa Jolla, CA2026-11-04
Level Four Advisory Services, LLC
654,181$33.0M1.0%CoreLowDallas, TX2026-11-06
Integrity Alliance, Llc.
635,742$32.0M1.0%ETFMediumUrbandale, IA2026-10-29
Flagship Harbor Advisors, LLC
625,438$31.5M1.2%ETFMediumBoston, MA2026-10-26
Matrix Trust Co
599,859$30.2K0.1%ETFLowDenver, CO2026-10-07
Stonebridge Wealth Management, LLC
543,194$27.4M24.4%ETFLowOak Brook, IL2026-10-09
Wealth Enhancement Advisory Services, LLC
523,152$26.4M0.0%CoreLowPlymouth, MN2026-10-13
Farther Finance Advisors, LLC
494,091$24.9M0.2%IndexLowSan Francisco, CA2026-10-08
Wealthcare Advisory Partners LLC
488,500$24.6M0.4%ETFLowWest Chester, PA2026-10-21
Prime Capital Investment Advisors, LLC
484,814$24.4M0.2%ETFLowOverland Park, KS2026-10-20
Uptick Partners, LLC
479,148$24.1M3.4%ETFLowNacogdoches, TX2026-11-04
Bonfire Financial
468,655$23.6M14.5%ETFVery LowColorado Springs, CO2026-11-06
New Perspectives, Inc
447,656$22.6M6.9%ETFVery LowTougaloo, MS2026-10-14
United Asset Strategies, Inc.
419,157$21.1M1.4%GrowthLowGarden City, NY2026-10-28
Team Financial Group, LLC
418,148$21.1M8.3%ETFLowTemecula, CA2026-10-30
Broussard Financial Group LLC
412,608$20.8M15.4%ETFMediumKaplan, LA2026-10-26
Stonebridge Financial Group, LLC
407,606$20.5M1.5%ETFMediumWormleysburg, PA2026-10-01
Uhlmann Price Securities, LLC
396,536$19.9M1.1%Agg GrowthLowSkokie, IL2026-11-03
Headland Capital, LLC
362,683$18.3M4.5%ValueVery LowMt. Pleasant, SC2026-11-06
Christian Investment Advisors, Inc.
344,982$17.4M10.7%ETFMediumNew Braunfels, TX2026-11-03
Envision Financial LLC
342,999$17.3M7.7%ETFLowBrookfield, WI2026-10-15
SFM, LLC d/b/a Sweeney Financial Advisors
336,400$17.0M8.5%ETFLowBedford, NH2026-10-14
Mueller Wealth, LLC
335,758$16.9M10.7%ETFMediumMishicot, WI2026-11-05
D.A. Davidson & Co.
334,223$16.8M0.1%CoreLowGreat Falls, MT2026-10-28
Melone Private Wealth, LLC
328,167$16.5M6.5%ETFMediumAuburn Hills, MI2026-10-16
Merit Financial Group, LLC
326,923$16.5M0.1%ETFLowAlpharetta, GA2026-11-06
Concurrent Investment Advisors, LLC
319,971$16.1M0.1%GrowthMediumTampa, FL2026-10-16
Assetmark, Inc
318,950$16.1M0.0%ETFLowConcord, CA2026-10-21
Etesian Wealth Advisors, Inc.
317,636$16.0M4.7%ETFLowWest Linn, OR2026-10-27
Leibman Financial Services, Inc.
316,752$16.0M11.0%ValueHighLouisville, NE2026-10-13
Grey Ledge Advisors, LLC
303,063$15.3M3.1%CoreLowGuilford, CT2026-11-02
Intrua Financial, LLC
299,437$15.1M1.4%ETFMediumHouston, TX2026-10-28
Sharper & Granite LLC
294,645$14.8M5.1%ETFLowEl Segundo, CA2026-11-02
Citizens Financial Group Inc
292,713$14.7M0.2%GrowthLowProvidence, RI2026-10-23
Procyon Advisors, LLC
284,581$14.3M0.6%CoreVery LowShelton, CT2026-10-21
Axxcess Wealth Management, LLC
281,492$14.2M0.6%CoreLowCarlsbad, CA2026-10-21
Moulton Wealth Management, Inc
270,200$13.6M9.2%ETFVery HighSpokane, WA2026-10-13
Mosley Wealth Management
267,672$13.5M3.9%ETFHighAnaheim, CA2026-10-16
True North Advisors, LLC
260,581$13.1M1.0%CoreMediumDallas, TX2026-10-22
Lauer Wealth, LLC
259,983$13.1M8.2%ETFMediumValparaiso, IN2026-10-13
Cassia Capital Partners, LLC
258,759$13.0M6.3%ETFLowWinston Salem, NC2026-11-04
Blueprint Investment Partners LLC
257,336$13.0M1.0%ETFMediumGreensboro, NC2026-10-28
Financial Security Advisor, Inc.
255,534$12.9M2.2%CoreLowVirginia Beach, VA2026-11-03
Private Advisory Group LLC
249,237$12.6M0.7%GrowthMediumRedmond, WA2026-11-06
HUB Investment Partners, LLC
247,651$12.5M0.2%GrowthLowAustin, TX2026-11-03
Warren Street Wealth Advisors, LLC
245,092$12.4M2.4%ETFMediumIrvine, CA2026-11-04
BFI Wealth Solutions, LLC
244,868$12.3M8.5%ETFLowDallas, TX2026-10-16
Castle Rock Wealth Management, LLC
242,868$12.2M2.3%GrowthMediumWalnut Creek, CA2026-10-09
Capital Investment Advisory Services, LLC
242,856$12.2M0.8%CoreMediumRaleigh, NC2026-10-30
Acorn Creek Capital LLC
242,184$12.2M4.0%ETFLowFort Collins, CO2026-11-05
Tectonic Advisors LLC
234,279$11.8M0.5%YieldLowFrisco, TX2026-10-22
Arta Finance Wealth Management LLC
232,281$11.7M5.5%ETFLowMountain View, CA2026-10-28
Rare Wolf Capital LLC
227,492$11.5M6.8%CoreMediumBellevue, WA2026-10-20
Howard Capital Management, LLC
226,765$11.4M0.1%ETFHighAlpharetta, GA2026-10-16
Columbia Advisory Partners LLC
224,253$11.3M6.2%ETFMediumSpokane, WA2026-10-15
Nvwm, LLC
221,433$11.2M2.1%GrowthMediumYardley, PA2026-10-14
Capital Management Corp
216,906$10.9M1.6%YieldMediumGlen Allen, VA2026-10-29
Milestone Investment Advisors LLC
214,663$10.8M2.3%ETFVery LowMiddleton, WI2026-11-05
Compass Financial Management LLC
214,222$10.8M1.2%CoreN/ATampa, FL2026-10-30
Ascentis Independent Advisors
211,775$10.7M0.6%ETFLowDallas, TX2026-11-03
Valen Private Capital, LLC
198,846$10.0M3.1%ETFN/APaoli, PA2026-10-23
Ares Financial Consulting, LLC
198,741$10.0M6.9%CoreLowCalabasas, CA2026-10-19
Reyes Financial Architecture, Inc.
195,997$9.9M6.1%ETFVery HighSan Diego, CA2026-10-22
Guided Capital Wealth Management, LLC
194,222$9.8M5.7%ETFMediumHouston, TX2026-10-21
Citigroup Inc
188,380$9.5M0.0%CoreMediumNew York, NY2026-11-04
Reality Financial Planning Services, LLC
181,814$9.2M8.7%ETFVery LowSarasota, FL2026-11-03
Allen Capital Group, LLC
181,679$9.2M0.7%CoreLowGrand Island, NE2026-10-27
Value Investment Professionals, LLC
174,592$8.8M7.7%ETFHighNew York, NY2026-10-13
Norden Group LLC
171,245$8.6M0.6%GrowthMediumProvo, UT2026-10-20
Invenio Wealth Partners LLC
170,547$8.6M3.1%ETFLowCoral Gables, FL2026-10-20
Stonekeep Investments, LLC
167,523$8.4M4.9%ETFLowSante Fe, NM2026-10-15
Laurel Wealth Advisors LLC
165,865$8.4M0.8%CoreVery LowCharlotte, NC2026-10-27
Parallel Advisors, LLC
160,976$8.1M0.1%IndexLowSan Francisco, CA2026-11-03
Founders Financial Securities LLC
158,011$8.0M0.4%ETFMediumTowson, MD2026-10-28
Fortune Financial Group, Inc.
150,096$7.6M6.7%ETFHighNaples, FL2026-10-22
Client First Capital LLC
149,298$7.5M3.0%ETFMediumSan Diego, CA2026-10-22
GreatBanc Trust Co
144,901$7.3M4.4%ETFLowLisle, IL2026-11-04
Haven Private, LLC
143,063$7.2M2.8%ETFMediumOrlando, FL2026-10-27
Elmwood Wealth Management, Inc.
138,676$7.0M1.7%ETFLowBerkeley, CA2026-10-14
Family Legacy Financial Solutions, LLC
138,051$7.0M4.0%Agg GrowthMediumCary, NC2026-10-07
Cabot Wealth Management Inc
135,387$6.8M0.7%CoreMediumBeverly, MA2026-11-05
Yoder Wealth Management, Inc.
135,264$6.8M2.6%ETFLowWalnut Creek, CA2026-10-13
Blueprint Financial Advisors LLC
131,651$6.6M0.7%GARPMediumGreensboto, NC2026-10-28
Kingswood Wealth Advisors, LLC
130,857$6.6M0.3%GrowthLowSan Diego, CA2026-10-23
Anderson Hoagland & Co
129,700$6.6M0.5%ETFLowSt Louis, MO2026-10-23
Wealthcare Capital Management LLC
128,439$6.5M0.7%ETFVery LowRichmond, VA2026-10-21
Spectrum Planning & Advisory Services Inc.
127,981$6.4M2.7%ETFMediumSan Diego, CA2026-11-05
Pinnacle Associates LTD
124,668$6.3M0.1%CoreLowNew York, NY2026-10-20
Portside Wealth Group, LLC
123,593$6.2M0.7%CoreMediumProvo, UT2026-10-20
Landaas & Co
122,784$6.2M1.0%ETFVery LowMilwaukee, WI2026-10-29
Global Assets Advisory, LLC
122,195$6.2M1.4%GrowthHighOrlando, FL2026-10-28
Hobart Private Capital, LLC
120,705$6.1M1.0%ETFMediumCharlotte, NC2026-10-19
Town Capital LLC
119,584$6.0M3.9%ETFHighBel Air, MD2026-11-03
SAX Wealth Advisors, LLC
117,334$5.9M0.2%ETFVery LowParsippany, NJ2026-10-13
Total Clarity Wealth Management, Inc.
112,101$5.6M1.1%ETFMediumSt. Charles, IL2026-10-26
Friedenthal Financial
111,657$5.6M2.4%ETFHighMarlton, NJ2026-10-27
Exchange Traded Concepts, LLC
106,961$5.4M0.0%GrowthMediumOklahoma City, OK2026-10-28
Leo Wealth, LLC
106,954$5.4M1.1%CoreLowHurst, TX2026-10-26
Ashton Thomas Securities, LLC
102,615$5.2M0.5%ETFMediumRochester, NY2026-10-26
Cypress Capital, LLC
101,148$5.1M1.4%ETFMediumFranklin, TN2026-10-20
Convergence Financial, LLC
99,451$5.0M0.7%ETFMediumColumbia, MO2026-10-27
Independent Wealth Advisors LLC
99,293$5.0M4.1%ETFLowCary, NC2026-10-27
Goldenstone Wealth Management LLC
94,061$4.7M3.0%GrowthLowEl Dorado Hills, CA2026-11-04
Optima Capital LLC
93,616$4.7M1.9%ETFHighPortland, OR2026-10-29
StoneX Group Inc.
93,391$4.7M0.2%ETFMediumNew York, NY2026-11-03
Pinnacle Wealth Management Advisory Group, LLC
89,121$4.5M0.3%GrowthLowRed Bank, NJ2026-10-23
TrustWell Financial Advisors, LLC
88,228$4.4M3.8%ETFMediumJacksonville, FL2026-10-15
MGO One Seven LLC
87,762$4.4M0.1%GrowthLowBeachwood, OH2026-10-28
Andina Capital Management, LLC
80,966$4.1M5.9%ETFMediumLogan, UT2026-10-21
Woodard & Co Asset Management Group Inc
79,892$4.0M0.6%ETFMediumBermuda Run, NC2026-11-03
Mattern Capital Management, LLC
76,338$3.8M0.4%CoreMediumLakewood, CO2026-11-02
IFP Advisors, Inc
76,139$3.8M0.1%GrowthLowTampa, FL2026-10-16
Rose Capital Advisors LLC
76,083$3.8M0.9%ETFN/AMiami Beach, FL2026-11-04
Vise Technologies, Inc.
76,030$3.8M0.0%IndexLowNew York, NY2026-10-29
Golden State Wealth Management, LLC
75,140$3.8M0.3%ETFMediumSanta Ana, CA2026-11-02
Truist Financial Corp
74,858$3.8M0.0%CoreLowCharlotte, NC2026-10-30
Creative Planning
74,521$3.8M0.0%IndexVery LowOverland Park, KS2026-11-02
Curran Financial Partners, LLC
73,289$3.7M0.6%ETFMediumDaniel Island, SC2026-11-04
EverSource Wealth Advisors, LLC
73,161$3.7M0.1%CoreMediumBirmingham, AL2026-11-04
Transcendent Capital Group LLC
72,592$3.7M1.5%ETFMediumEdmond, OK2026-10-28
Beacon Financial Group
72,222$3.6M0.3%ETFMediumDallas, TX2026-10-19
Novem Group
70,590$3.6M0.4%ETFMediumRochester, NY2026-10-19
Avidian Wealth Enterprises, LLC
69,466$3.5M0.1%ETFLowHouston, TX2026-10-08
M Wealth Management, LLC
68,716$3.5M2.7%ETFVery LowSan Diego, CA2026-10-14
Focus Financial Network, Inc.
68,124$3.4M0.1%ETFLowMinneapolis, MN2026-10-14
First Financial Group Corp
67,615$3.4M2.6%ETFLowRaleigh, NC2026-10-22
Certior Financial Group, LLC
66,565$3.4M1.8%ETFMediumKing Of Prussia, PA2026-10-19
Allworth Financial LP
65,053$3.3M0.0%IndexLowFolsom, CA2026-11-06
Charis Legacy Partners, LLC
64,283$3.2M4.0%ETFVery LowBryan, TX2026-10-22
Spartan Planning & Wealth Management
64,189$3.2M2.1%GrowthHighGreensboro, NC2026-10-13
Fifth Third Bancorp
60,902$3.1M0.0%IndexVery LowCincinnati, OH2026-11-05
Dhjj Financial Advisors, Ltd.
60,288$3.0M0.9%ETFVery LowNaperville, IL2026-10-23
Crestwood Advisors Group, LLC
59,292$3.0M0.0%GrowthLowBoston, MA2026-10-27
Advisor OS, LLC
54,173$2.7M0.2%ETFMediumChicago, IL2026-11-03
PFG Advisors
53,736$2.7M0.1%ETFMediumPhoenix, AZ2026-10-16
Portland Financial Advisors Inc
53,663$2.7M4.7%ETFVery LowPort Washington, NY2026-10-26
Alliance Wealth Advisors, LLC
53,088$2.7M0.5%ETFHighCenterville, UT2026-10-28
Alpha Zero LLC
52,723$2.7M0.9%ETFLowBoca Raton, FL2026-11-06
Garrison Bradford & Associates Inc
52,495$2.6M3.0%GrowthMediumNew York, NY2026-10-27
Fortis Group Advisors, LLC
51,101$2.6M0.4%ETFHighWestwood, NJ2026-11-06
Private Trust Co NA
50,495$2.5M0.2%CoreLowCleveland, OH2026-10-20
F&V Capital Management, LLC
50,408$2.5K0.0%ValueLowBoca Raton, FL2026-10-19
Aspetuck Financial Management LLC
50,312$2.5M1.6%GrowthVery LowWestport, CT2026-11-04
Middleton & Co Inc
50,083$2.5M0.3%GrowthLowBoston, MA2026-10-23
Sowell Financial Services LLC
49,002$2.5M0.1%CoreLowNorth Little Rock, AR2026-10-23
Clear Point Advisors Inc.
48,872$2.5M1.7%ETFMediumMelville, NY2026-10-30
Fermata Advisors, LLC
48,528$2.4M0.5%ETFLowSonoma, CA2026-10-13
RFG Advisory, LLC
48,303$2.4M0.0%ETFMediumBirmingham, AL2026-11-03
Legacy Wealth Asset Management, LLC
47,996$2.4M0.5%GARPMediumWoodbury, MN2026-10-09
Nemes Rush Group LLC
47,917$2.4M0.2%CoreVery LowNovi, MI2026-11-04
Mather Group, Llc.
47,209$2.4M0.0%ETFMediumChicago, IL2026-10-14
Independent Financial Group, LLC
46,580$2.3M0.0%GrowthLowSan Diego, CA2026-10-13
Tucker Asset Management LLC
45,323$2.3M0.6%ETFMediumLittleton, CO2026-10-29
Peck Wealth Management, LLC
44,589$2.2M1.9%ETFLowWhite Plains, NY2026-10-29
Granite Islands Private Wealth, LLC
44,431$2.2M1.3%GrowthLowGuilford, CT2026-10-16
Impact Capital Partners LLC
43,911$2.2M0.6%GrowthLowGreenwood Village, CO2026-10-22
Cypress Capital Group
42,905$2.2M0.2%CoreLowPalm Beach, FL2026-11-03
Park Avenue Securities LLC
42,509$2.1K0.0%ETFMediumNew York, NY2026-10-26
Kane Co Wealth Management, Inc.
42,321$2.1M1.7%ETFVery LowJohnston, IA2026-11-04
Peak Financial Management, Inc.
41,900$2.1M0.5%ETFVery LowWellesley, MA2026-10-16
Compass Financial Services Inc
41,413$2.1M0.7%ETFLowWest Des Moines, IA2026-11-06
Atria Investments, Inc
40,600$2.0M0.0%CoreMediumCharlotte, NC2026-10-15
Bernardo Wealth Planning LLC
39,822$2.0M0.2%ETFVery LowHarleysville, PA2026-10-23
First Heartland Consultants, Inc.
38,279$1.9M0.1%ETFMediumLake St. Louis, MO2026-10-08
Eagle Strategies LLC
37,992$1.9M0.2%ETFLowNew York, NY2026-10-16
IFS Advisors, LLC
37,013$1.9M0.6%ETFLowOverland Park, KS2026-10-14
HF Advisory Group, LLC
36,144$1.8M0.5%ValueLowAnnapolis, MD2026-10-09
R2 Capital Strategies, LLC
35,409$1.8M0.8%ETFN/ALincoln, NE2026-10-15
Integrated Advisors Network LLC
33,400$1.7M0.1%GrowthMediumDallas, TX2026-10-20
Parisi Gray Wealth Management
33,102$16.8M3.3%GrowthLowMendham, NJ2026-10-16
Guidance Capital, Inc
32,464$1.6M0.4%ETFMediumLousville, KY2026-11-03
Partners Wealth Management, LLC
32,315$1.6M0.2%CoreLowCarmel By The Sea, CA2026-10-28
Activest Wealth Management
31,790$1.6M0.3%ETFLowAventura, FL2026-10-15
G&S Capital LLC
31,579$1.6M0.5%CoreMediumDenver, CO2026-10-23
Bdfs Capital LLC
31,544$1.6M0.8%ETFLowRehoboth Beach, DE2026-10-14
Ashton Thomas Private Wealth, LLC
31,019$1.6M0.0%CoreMediumScottsdale, AZ2026-11-03
Cynosure Group, LLC
29,865$1.5M0.2%ETFMediumSalt Lake City, UT2026-11-03
Defined Wealth Management, LLC
29,389$1.5M0.8%ETFLowBeaverton, OR2026-10-19
Vericrest Private Wealth
29,217$1.5M1.3%ETFLowNewtown, PA2026-10-21
Northern Financial Advisors Inc
29,037$1.5M1.0%CoreLowBloomfield Hills, MI2026-10-29
FSA Wealth Partners, Inc.
29,032$1.5M0.4%ETFHighRockville, MD2026-10-26
Oasis Advisors, LLC
28,733$1.4M0.6%ETFMediumForest City, IA2026-10-16
Integrated Capital Management, Inc.
28,481$1.4M1.0%ETFLowJessup, PA2026-10-09
Flynn Zito Capital Management, LLC
28,454$1.4M0.4%ETFLowGarden City, NY2026-11-04
Avaii Wealth Management, LLC
28,448$1.4M0.4%ETFMediumAppleton, WI2026-10-09
Herold Advisors, Inc.
28,098$1.4M0.3%CoreLowNew York, NY2026-10-19
Choreo, LLC
28,098$1.4M0.0%IndexLowRockford, IL2026-10-28
Comprehensive Financial Consultants Institutional, Inc.
27,459$1.4M0.4%CoreMediumBloomington, IN2026-10-15
Lanark Financial, Inc.
27,431$1.4M0.1%CoreMediumBirmingham, AL2026-10-26
Brookstone Capital Management
27,359$1.4M0.0%ETFMediumWheaton, IL2026-10-22
Strategic Blueprint, LLC
27,296$1.4M0.1%ETFLowAtlanta, GA2026-10-22
XY Planning Network, Inc.
26,630$1.3M0.1%ETFLowBozeman, MT2026-10-14
Compound Planning, Inc.
26,475$1.3M0.0%CoreLowNew York, NY2026-11-05
Integrity Wealth Advisors, Inc.
26,350$1.3M0.7%ETFMediumVentura, CA2026-10-29
Vicus Capital
26,030$1.3M0.1%ETFMediumState College, PA2026-11-05
Advisory Solutions Group, LLC
25,847$1.3M0.3%ETFN/APlymouth, MN2026-10-14
Collaborative Wealth Managment Inc.
25,312$1.3M0.5%ETFMediumLake Mary, FL2026-11-06
Access Investment Management LLC
24,921$1.3M0.3%Deep ValueLowAtlanta, GA2026-10-23
B. Riley Wealth Advisors, Inc.
24,799$1.2M0.0%GrowthLowMemphis, TN2026-10-13
Flagstar Securities, Inc
24,697$1.2M0.4%ETFVery LowNew York, NY2026-10-15
Professional Financial Advisors, LLC
24,562$1.2M0.2%ETFMediumNorth Platte, NE2026-10-13
Guardian Asset Advisors, LLC
24,190$1.2M0.5%GrowthMediumMechanicsburg, PA2026-10-16
Signature Estate & Investment Advisors LLC
24,164$1.2M0.0%ETFMediumLos Angeles, CA2026-10-13
Quartz Partners, LLC
24,156$1.2M0.4%GARPMediumSaratoga Springs, NY2026-11-03
MKT Advisors LLC
23,228$1.2M0.4%ETFLowCarlsbad, CA2026-10-20
Cravens & Co Advisors, LLC
22,803$1.1M0.8%CoreMediumCookeville, TN2026-10-16
VestGen Advisors, LLC
22,749$1.1M0.0%GrowthMediumChicago, IL2026-10-27
Segment Wealth Management, LLC
22,135$1.1M0.1%CoreLowHouston, TX2026-10-26
Watchman Group, Inc.
21,435$1.1M0.2%ETFLowPlano, TX2026-10-16
Cambiar Investors LLC
20,901$1.1M0.0%ValueMediumDenver, CO2026-11-04
Bouvel Investment Partners, LLC
20,794$1.0M0.2%Agg GrowthMediumPhoenixville, PA2026-10-13
W.H. Cornerstone Investments Inc.
20,445$1.0M0.6%CoreLowKingston, MA2026-11-03
Wealth Advisory Solutions, LLC
20,159$1.0M0.2%ETFLowZionsville, IN2026-10-20
Marshall & Sterling Wealth Advisors Inc.
20,041$1.0M0.6%ETFMediumPoughkeepsie, NY2026-10-28
Turtle Creek Wealth Advisors, LLC
19,760$995.7K0.1%GrowthLowDallas, TX2026-10-15
GFS Advisors, LLC
19,133$964.0K0.1%CoreLowHouston, TX2026-11-03
Diversify Advisory Services, LLC
19,105$964.4K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
19,105$964.4K0.0%GrowthMediumSandy, UT2026-10-20
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
19,060$960.4K0.0%ETFMediumWestlake, OH2026-10-14
Retireful, LLC
19,032$959.0K0.8%GrowthVery HighHaslett, MI2026-10-09
Three Magnolias Financial Advisors, LLC
18,968$955.8K0.6%ETFLowWinston-Salem, NC2026-10-14
North Forty Two & Co.
18,900$952.4K0.8%ETFVery LowLake Oswego, OR2026-10-19
Addison Advisors LLC
18,822$948.4K0.4%ETFLowMiddlebury, VT2026-11-06
Krilogy Financial LLC
18,500$933.3K0.0%GrowthLowSt. Louis, MO2026-10-13
Sheets Smith Wealth Management
18,231$918.7K0.1%CoreLowWinston-Salem, NC2026-10-16
Simplicity Wealth,LLC
18,200$917.1K0.0%ETFLowSummit, NJ2026-10-23
Asset One Wealth Management LLC
17,823$898.1K0.1%GrowthLowBellevue, WA2026-11-02
Almanack Investment Partners, Llc.
17,722$893.0K0.1%ETFMediumNewtown Square, PA2026-11-03
Financial Network Wealth Advisors LLC
17,240$868.7K0.9%ETFLowMurray, UT2026-10-28
Onyx Bridge Wealth Group LLC
17,123$862.8K0.1%ETFMediumTarrytown, NY2026-10-16
Financial & Tax Architects, LLC
17,079$860.6K0.2%CoreHighSt Louis, MO2026-10-15
Money Concepts Capital Corp
17,042$858.7K0.0%ETFMediumPalm Beach Gardens, FL2026-11-06
Archer Investment Corp
16,955$854.4K0.2%CoreMediumCarmel, IN2026-11-05
WT Wealth Management
16,647$838.8K0.2%ETFMediumScottsdale, AZ2026-10-13
ARK & TLK Investments, LLC
16,472$830.1K0.2%ETFLowOklahoma City, OK2026-10-20
Patten Group, Inc.
16,410$826.9K0.1%CoreLowChattanooga, TN2026-10-26
Apollon Wealth Management, LLC
16,273$820.0K0.0%GrowthLowMount Pleasant, SC2026-10-23
Moors & Cabot, Inc.
16,201$816.4K0.0%CoreLowBoston, MA2026-11-06
Wedbush Securities Inc
16,041$8080.0%CoreLowPasadena, CA2026-10-22
Euro Pacific Asset Management, LLC
16,000$806.2K0.1%GARPLowDorado, PR2026-11-03
Sovran Advisors, LLC
15,964$804.4K0.1%ETFMediumSan Diego, CA2026-11-02
J.W. Cole Advisors, Inc.
15,731$792.7K0.0%IndexLowTampa, FL2026-11-05
Robinson Smith Wealth Advisors LLC
15,695$790.9K0.5%ETFLowSouth Portland, ME2026-10-22
Opus Financial Solutions LLC
15,448$778.4K0.7%ETFLowDowners Grove, IL2026-11-06
First Premier Bank
15,079$7600.0%CoreVery LowSioux Falls, SD2026-10-13
Avior Wealth Management, LLC
14,778$744.6K0.0%ETFMediumOmaha, NE2026-10-13
Signal Advisors Wealth, LLC
14,697$740.6K0.0%ETFLowDetroit, MI2026-10-13
Gibbs Wealth Management
14,416$726.4K0.1%CoreLowAlpharetta, GA2026-10-22
Savant Capital, LLC
14,230$717.0K0.0%IndexVery LowRockford, IL2026-11-06
Winebrenner Capital Management LLC
14,080$709.5K0.5%ETFLowLouisville, KY2026-10-07
Magnus Financial Group LLC
14,074$709.2K0.0%ETFLowNew York, NY2026-10-21
Iams Wealth Management, LLC
13,965$703.7K0.2%CoreMediumOmaha, NE2026-10-15
UMB Bank, n.a.
13,960$703.4K0.0%CoreLowKansas City, MO2026-11-06
Security Financial Services, Inc.
13,758$693.3K0.1%ETFMediumFort Wayne, IN2026-10-29
GenWealth Group, Inc.
13,500$680.3K0.1%ETFMediumMaplewood, NJ2026-10-16
Vigilare Wealth Management
13,309$670.7K0.2%ETFHighScottsdale, AZ2026-10-29
Carlton Hofferkamp & Jenks Wealth Management, LLC
13,083$660.7K0.2%ETFLowThe Woodlands, TX2026-10-21
Demars Financial Group, LLC
12,683$639.1K0.2%ETFLowSpokane Valley, WA2026-10-22
Trek Financial, LLC
12,518$630.8K0.0%ETFHighScottsdale, AZ2026-10-29
Laurel OAK Wealth Management, LLC
12,347$622.2K0.1%GrowthLowMarlton, NJ2026-10-19
Brighton Jones LLC
12,001$604.7K0.0%CoreVery LowSeattle, WA2026-11-03
Verus Capital Partners, LLC
11,985$603.9K0.0%GrowthLowScottsdale, AZ2026-11-03
Advisor Resource Council
11,984$604.1K0.2%ETFLowDallas, TX2026-11-05
Capital Advisors, Ltd. LLC
11,898$6000.0%ETFLowShaker Heights, OH2026-10-27
NewSquare Capital LLC
11,831$596.2K0.0%ETFMediumNewtown Square, PA2026-11-06
Root Financial Partners, LLC
11,704$589.8K0.0%ETFMediumEncinitas, CA2026-10-21
Stableford Capital II LLC
11,617$585.4K0.2%CoreHighScottsdale, AZ2026-10-09
Summa Corp.
11,270$567.9K0.1%Agg GrowthLowThe Woodlands, TX2026-10-30
Cascade Investment Advisors, Inc.
11,074$558.0K0.3%ValueLowOregon City, OR2026-11-02
FIG Financial Advisory Services Inc
11,062$557.4K0.3%CoreVery HighOklahoma City, OK2026-10-07
Baldwin Wealth Partners LLC
10,956$552.1K0.0%GrowthLowMarion, MA2026-10-13
Oppenheimer & Co Inc
10,782$543.3K0.0%CoreLowNew York, NY2026-10-26
CGN Advisors LLC
10,630$535.6K0.0%ETFLowManhattan, KS2026-10-21
Bright Futures Wealth Management, Llc.
10,531$530.7K0.4%CoreHighWebster, Ny 14580, NY2026-10-23
Sanchez Wealth Management Group
10,093$508.6K1.5%ETFVery LowJacksonville, FL2026-11-02
Robertson Stephens Wealth Management, LLC
9,690$488.3K0.0%ETFMediumSan Francisco, CA2026-10-16
Everett Harris & Co
9,600$483.7K0.0%CoreVery LowLos Angeles, CA2026-10-28
Midwest Financial Network, LLC
9,586$483.1K0.3%ETFHighTinley Park, IL2026-10-13
Core Wealth Partners LLC
9,511$479.3K0.2%GrowthLowSanta Rosa, CA2026-11-02
TopTier Wealth Management, LLC
9,432$475.3K0.3%ETFVery LowMuskego, WI2026-10-16
Fiduciary Alliance LLC
9,416$474.5K0.0%CoreMediumGreenville, SC2026-10-13
Balboa Wealth Partners
9,324$469.8K0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
CogentBlue Wealth Advisors, LLC
9,171$462.1K0.4%ETFLowKnoxville, TN2026-10-09
Embree Financial Group
8,895$448.2K0.0%ETFLowChicago, IL2026-10-22
Optivise Advisory Services LLC
8,671$436.9K0.2%ETFMediumFranklin, TN2026-10-19
Trademark Financial Management, LLC
8,647$435.7K0.2%ETFMediumBloomington, MN2026-10-23
Prairie Advisory, LLC
8,620$434.3K0.1%ETFN/ALeawood, KS2026-10-19
Berkshire Money Management, Inc.
8,255$416.0K0.0%ETFMediumDalton, MA2026-10-21
WealthPoint Financial, LLC
8,238$415.1K0.3%ETFMediumCramerton, NC2026-11-03
AlphaStar Capital Management, LLC
8,027$404.5K0.0%ETFMediumCornelius, NC2026-10-16
Triad Wealth Partners, LLC
7,929$399.5K0.0%ETFMediumLawrence, KS2026-10-26
National Wealth Management Group, LLC
7,890$397.6K0.1%ETFMediumCincinnati, OH2026-10-26
Park Edge Advisors, LLC
7,756$390.8K0.1%CoreMediumCleveland, OH2026-10-28
Prevail Innovative Wealth Advisors, LLC
7,642$385.3K0.0%CoreVery HighLeawood, KS2026-10-20
Hartline Investment Corp/
7,285$367.1K0.0%GrowthMediumWinnetka, IL2026-10-29
Whalen Wealth Management Inc.
7,257$365.7K0.2%GrowthHighLas Vegas, NV2026-10-08
Creative Financial Designs Inc
7,149$360.2K0.0%ETFMediumKokomo, IN2026-11-04
Cypress Wealth Services, LLC
7,023$354.0K0.0%ETFLowPalm Desert, CA2026-10-21
Annex Advisory Services, LLC
6,990$352.2K0.0%GrowthHighBrookfield, WI2026-10-16
SeaCrest Wealth Management, LLC
6,853$345.3K0.0%GrowthLowPurchase, NY2026-10-21
Chicago Partners Investment Group LLC
6,595$333.2K0.0%GARPLowChicago, IL2026-10-27
Harbour Capital Advisors, LLC
6,400$322.5K0.1%GrowthLowTysons Corner, VA2026-10-13
MTM Investment Management, LLC
6,337$319.3K0.1%CoreVery LowSpartanburg, SC2026-10-30
Private Client Services, LLC
6,250$314.9K0.1%ETFMediumLouisville, KY2026-10-02
Zega Investments, LLC
6,193$312.1K0.0%GrowthMediumPalm Beach Gardens, FL2026-11-04
TD Waterhouse Canada Inc.
6,165$310.7K0.0%CoreLowToronto, Australia2026-10-16
ASL Financial, LLC
6,085$306.6K0.2%ETFVery LowLos Gatos, CA2026-10-15
Ballast Rock Private Wealth LLC
6,000$302.3K0.1%ETFMediumCharleston, SC2026-10-26
LifeWealth Investments, LLC
5,954$300.0K0.1%ETFMediumWinter Garden, FL2026-10-21
Nvest Wealth Strategies, Inc.
5,789$291.7K0.2%ETFVery LowPowell, OH2026-10-14
Dynamic Advisor Solutions LLC
5,772$290.9K0.0%ETFLowPhoenix, AZ2026-10-13
Sage Private Wealth Group, LLC
5,769$290.7K0.1%ETFLowOakbrook Terrace, IL2026-10-21
Patton Albertson Miller Group, LLC
5,600$282.2K0.0%CoreLowChattanooga, TN2026-10-26
Avestar Capital, LLC
5,559$280.1K0.0%GrowthLowNew York, NY2026-10-28
South Shore Capital Advisors
5,555$279.9K0.2%CoreMediumCohasset, MA2026-10-20
Blue Trust, Inc.
5,478$276.0K0.0%ETFLowBrentwood, TN2026-10-15
Luts & Greenleigh Group, Inc.
5,398$272.0K0.2%CoreVery LowBethesda, MD2026-11-05
Weaver Consulting Group
5,344$269.3K0.1%ETFLowHuntington Beach, CA2026-10-07
Insight Wealth Strategies, LLC
5,210$262.5K0.0%ETFHighSan Ramon, CA2026-10-09
Ehrlich Financial Group
5,196$261.8K0.1%ETFHighLaguna Niguel, CA2026-10-20
Altus Wealth Group LLC
5,089$256.4K0.1%ETFLowColorado Springs, CO2026-10-20
Simon Quick Advisors, LLC
5,033$253.6K0.0%ETFLowMorristown, NJ2026-10-26
Financial Guidance Group, Inc.
5,005$252.2K0.1%ETFVery LowPalm Harbor, FL2026-10-21
Frontier Asset Management, LLC
4,784$241.1K0.0%ETFLowSheridan, WY2026-10-28
Riverchase Wealth Management, LLC
4,719$237.8K0.1%ETFMediumFlower Mound, TX2026-10-28
Walkner Condon Financial Advisors LLC
4,634$233.5K0.0%ETFLowVerona, WI2026-11-02
Valtinson Bruner Financial Planning LLC
4,574$230.5K0.1%ETFLowNew Brighton, MN2026-11-02
Sawgrass Asset Management LLC
4,415$222.5K0.0%GrowthMediumPonte Vedra Beach, FL2026-11-03
Thrive Capital Management, LLC
4,393$221.4K0.0%CoreMediumFort Washington, PA2026-10-28
Vilga Financial Planning LLC
4,376$220.5K0.1%ETFVery LowFair Lawn, NJ2026-10-09
Dorval Corp
4,255$214.4K0.1%ETFLowMaple Grove, MN2026-10-29
Apella Capital, LLC
4,157$209.6K0.0%ETFVery LowWest Hartford, CT2026-10-08
Balefire, LLC
4,107$207.0K0.0%ETFMediumDallas, TX2026-10-09
Prosperity Financial Group, Inc.
4,087$205.9K0.1%GrowthMediumSan Ramon, CA2026-10-29
Tortoise Investment Management, LLC
4,000$201.6K0.0%ETFLowWhite Plains, NY2026-11-06
Acumen Wealth Advisors, LLC
3,789$190.9K0.0%GrowthHighChattanooga, TN2026-11-05
Trust Co of Vermont
2,543$128.1K0.0%CoreVery LowBrattleboro, VT2026-10-21
Provenance Wealth Advisors, LLC
2,505$126.2K0.0%ETFLowFort Lauderdale, FL2026-10-30
Central Trust Co
2,416$121.7K0.0%CoreLowJefferson City, MO2026-11-05
PNC Financial Services Group, Inc.
2,193$110.5K0.0%GrowthVery LowPittsburgh, PA2026-11-06
EPG Wealth Management LLC
1,721$86.7K0.0%GrowthLowAtlanta, GA2026-11-03
IAG Wealth Partners, LLC
1,567$79.0K0.0%ETFLowWaukesha, WI2026-11-06
US Bancorp \de\
1,302$65.6K0.0%IndexLowMinneapolis, MN2026-11-05
Wealth Enhancement Trust Services, Inc.
1,275$64.2K0.0%GrowthMediumSioux Falls, SD2026-10-07
CoreCap Advisors, LLC
1,271$64.0K0.0%ETFMediumSouthfield, MI2026-10-08
First Horizon Corp
1,253$63.1K0.0%CoreLowMemphis, TN2026-10-26
CX Institutional
1,250$630.0%CoreMediumAuburn, IN2026-10-02
Tradewinds Capital Management, LLC
1,249$62.9K0.0%ETFVery HighBellingham, WA2026-10-23
Parkside Financial Bank & Trust
1,200$60.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
NBH Bank
1,198$60.4K0.0%CoreN/AGreenwood Village, CO2026-11-05
GK Wealth Management LLC
927$46.7K0.0%GARPVery HighReno, NV2026-10-09
Rossby Financial, LCC
646$32.6K0.0%ETFMediumMelbourne, FL2026-11-05
Fairman Group, LLC
590$29.7K0.0%ETFLowChesterbrook, PA2026-10-26
City Holding Co
524$26.4K0.0%CoreLowCharleston, WV2026-10-19
Jacobi Capital Management LLC
508$25.6K0.0%CoreLowPittston, PA2026-11-05
DeDora Capital, Inc.
456$23.0K0.0%ETFVery LowNapa, CA2026-10-26
Downshift Financial, LLC
405$20.4K0.0%ETFLowBoulder, CO2026-10-13
Covestor Ltd
336$170.0%ValueHighLondon, United Kingdom2026-10-30
Silver Grove Financial Group, Inc.
322$16.2K0.0%CoreMediumOrchard Park, NY2026-11-05
GHP Investment Advisors, Inc.
318$16.0K0.0%CoreVery LowDenver, CO2026-10-15
Gables Capital Management Inc.
300$15.1K0.0%GrowthVery LowMiami, FL2026-11-04
1620 Investment Advisors, Inc.
282$14.2K0.0%ValueLowPlymouth, MA2026-11-04
TD Private Client Wealth LLC
183$9.2K0.0%ETFLowNew York, NY2026-10-28
Buck Wealth Strategies, LLC
177$8.9K0.0%ValueMediumDenver, CO2026-10-28
Trust Co
176$8.9K0.0%ETFVery LowManhattan, KS2026-10-09
Cherry Tree Wealth Management, LLC
158$8.0K0.0%ETFVery LowMinnetonka, MN2026-10-15
Trust Co of Toledo NA
133$6.7K0.0%GrowthVery LowHolland, OH2026-10-16
Nfsg Corp
119$6.0K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Cedar Mountain Advisors, LLC
88$4.4K0.0%ETFVery LowLake Oswego, OR2026-10-15
Triumph Capital Management
85$4.3K0.0%ETFMediumDenver, CO2026-10-14
Pinnacle Wealth Planning Services, Inc.
56$2.8K0.0%GARPLowMansfield, OH2026-10-27
Main Street Group, LTD
37$1.9K0.0%ETFMediumGlen Allen, VA2026-10-28
Spurstone Advisory Services, LLC
11$5540.0%CoreLowHigganum, CT2026-11-02
Planning Strategies Inc.
10$5040.0%ETFN/ALancaster, PA2026-10-02
Allspring Global Investments Holdings, LLC
1$500.0%CoreMediumCharlotte, NC2026-11-04