Home › Stocks › CIBR › All Fund Holders

CIBR — FIRST TR EXCHANGE-TRADED FD · All Fund Holders

Funds holding (latest): 848 · Reported value held: $7.90B

FundQuarterSharesValuePortfolio WeightChange
Bank of America Corp history Q2 2026 14.68M $1.32B 0.09% Add
Morgan Stanley history Q2 2026 13.49M $1.21B 0.07% Hold
LPL Financial LLC history Q2 2026 6.32M $568.25M 0.17% New
UBS Group AG history Q2 2026 5.87M $527.31M 0.21% Add
Wells Fargo & Co history Q2 2026 4.70M $421.88M 0.14% Add
JPMorgan Chase & Co history Q2 2026 3.46M $306.31M 0.04% New
ROYAL BANK OF CANADA history Q2 2026 2.21M $198.56M 0.10% New
RAYMOND JAMES FINANCIAL INC history Q2 2026 2.20M $197.93M 0.08% New
AMERIPRISE FINANCIAL INC history Q2 2026 1.99M $178.92M 0.04% New
FIRST TRUST ADVISORS LP history Q2 2026 1.23M $110.16M 0.07% New
COMMONWEALTH EQUITY SERVICES, LLC history Q2 2026 1.15M $103.66M 0.13% New
HighTower Advisors, LLC history Q2 2026 1.05M $94.58M 0.09% New
Cetera Investment Advisers history Q2 2026 996.78K $89.56M 0.10% New
Cambridge Investment Research Advisors, Inc. history Q2 2026 790.08K $70.99M 0.16% New
ENVESTNET ASSET MANAGEMENT INC history Q2 2026 789.16K $70.91M 0.02% New
OSAIC HOLDINGS, INC. history Q2 2026 744.79K $66.94M 0.10% New
STIFEL FINANCIAL CORP history Q2 2026 732.89K $65.86M 0.06% New
AXXCESS WEALTH MANAGEMENT, LLC history Q2 2026 674.85K $60.64M 0.96% New
Capital Asset Advisory Services LLC history Q2 2026 674.00K $60.56M 2.19% New
Rockefeller Capital Management L.P. history Q2 2026 555.09K $49.87M 0.08% New
Citigroup Inc history Q2 2026 489.98K $44.02M 0.01% Add
Private Advisor Group, LLC history Q2 2026 472.79K $42.48M 0.20% New
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO history Q2 2026 438.77K $39.42M 0.02% New
Kestra Advisory Services, LLC history Q2 2026 424.81K $38.17M 0.13% New
Rockport Wealth LLC history Q2 2026 351.46K $31.58M 5.30% New
JONES FINANCIAL COMPANIES LLLP history Q2 2026 361.57K $30.87M 0.01% New
PINNACLE ASSOCIATES LTD history Q2 2026 341.02K $30.64M 0.34% New
MML INVESTORS SERVICES, LLC history Q2 2026 339.71K $30.52M 0.06% New
TRUIST FINANCIAL CORP history Q2 2026 305.59K $27.46M 0.04% New
Janney Montgomery Scott LLC history Q2 2026 291.51K $26.19M 0.05% New
Modern Wealth Management, LLC history Q2 2026 253.05K $22.74M 0.28% New
Intellus Advisors LLC history Q2 2026 241.26K $21.68M 2.63% New
KESTRA PRIVATE WEALTH SERVICES, LLC history Q2 2026 237.31K $21.32M 0.24% New
Equitable Holdings, Inc. history Q2 2026 229.01K $20.58M 0.12% New
Marks Wealth, LLC history Q2 2026 223.91K $20.12M 4.36% New
Procyon Advisors, LLC history Q2 2026 221.11K $19.87M 0.86% New
Clearwater Capital Advisors, LLC history Q2 2026 212.66K $19.11M 1.40% New
NewEdge Advisors, LLC history Q2 2026 201.34K $18.09M 0.05% New
PNC Financial Services history Q2 2026 200.61K $18.02M 0.01% Add
MGO ONE SEVEN LLC history Q2 2026 199.99K $17.97M 0.30% New
American Financial Advisors, LLC history Q2 2026 198.10K $17.80M 2.14% New
BLAIR WILLIAM & CO/IL history Q2 2026 195.00K $17.52M 0.05% New
Goldman Sachs Group history Q2 2026 192.72K $17.32M 0.01% Add
Integrated Wealth Concepts LLC history Q2 2026 190.88K $17.15M 0.09% New
&PARTNERS history Q2 2026 188.71K $16.99M 0.07% New
Sargent Investment Group, LLC history Q2 2026 179.79K $16.15M 1.94% New
D.A. DAVIDSON & CO. history Q2 2026 166.79K $14.99M 0.09% New
Maniro Ltd history Q2 2026 165.74K $14.89M 3.34% New
Mutual Advisors, LLC history Q2 2026 161.40K $14.50M 0.29% New
INDEPENDENT FINANCIAL GROUP, LLC history Q2 2026 159.42K $14.32M 0.27% New
Parker Investment Management, LLC history Q2 2026 155.12K $13.94M 1.68% New
APPLETON PARTNERS INC/MA history Q2 2026 154.40K $13.87M 0.85% New
PRUDENTIAL PLC history Q2 2026 154.00K $13.84M 0.07% New
Ashton Thomas Private Wealth, LLC history Q2 2026 152.19K $13.67M 0.28% New
Key Client Fiduciary Advisors, LLC history Q2 2026 146.87K $13.20M 4.43% New
Sanctuary Advisors, LLC history Q2 2026 143.31K $12.88M 0.07% New
Arkadios Wealth Advisors history Q2 2026 141.54K $12.72M 0.24% New
Merit Financial Group, LLC history Q2 2026 138.67K $12.46M 0.09% New
Destiny Wealth Partners, LLC history Q2 2026 133.38K $12.25M 1.75% New
Prospera Financial Services Inc history Q2 2026 135.02K $12.14M 0.18% New
Pinnacle Wealth Management Advisory Group, LLC history Q2 2026 132.30K $11.89M 0.72% New
Steward Partners Investment Advisory, LLC history Q2 2026 124.66K $11.20M 0.06% New
HENGEHOLD CAPITAL MANAGEMENT LLC history Q2 2026 124.52K $11.19M 0.87% New
Kiker Wealth Management, LLC history Q2 2026 123.75K $11.12M 4.34% New
Two Sigma Investments history Q1 2026 175.50K $11.00M 0.01% New
PTM WEALTH MANAGEMENT, LLC history Q2 2026 124.28K $10.99M 4.95% New
Plotkin Financial Advisors, LLC history Q2 2026 120.32K $10.81M 4.49% New
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC history Q2 2026 116.33K $10.69M 0.02% New
Dunhill Financial, LLC history Q2 2026 118.02K $10.64M 2.18% New
Pine Valley Investments Ltd Liability Co history Q2 2026 114.09K $10.25M 0.53% New
BANK OF MONTREAL /CAN/ history Q2 2026 113.48K $10.20M 0.01% New
Creative Planning history Q2 2026 110.68K $9.94M 0.01% New
Baird Financial Group, Inc. history Q2 2026 107.37K $9.65M 0.01% New
IAM Advisory, LLC history Q2 2026 106.89K $9.60M 1.87% New
Hobart Private Capital, LLC history Q2 2026 106.62K $9.58M 1.64% New
Warner Group LLC history Q2 2026 106.55K $9.57M 2.36% New
SCOTIA CAPITAL INC. history Q2 2026 105.10K $9.44M 0.04% New
Ayalon Insurance Comp Ltd. history Q3 2026 91.35K $9.42M 0.78% Add
Federation des caisses Desjardins du Quebec history Q2 2026 104.51K $9.39M 0.03% New
Frisch Financial Group, Inc. history Q2 2026 102.75K $9.23M 1.58% New
NATIONAL BANK OF CANADA /FI/ history Q2 2026 101.70K $9.13M 0.02% New
CIBC WORLD MARKET INC. history Q2 2026 96.48K $8.67M 0.02% New
NTV ASSET MANAGEMENT LLC history Q2 2026 96.20K $8.64M 0.85% New
J.W. COLE ADVISORS, INC. history Q2 2026 96.17K $8.64M 0.15% New
Waverly Advisors, LLC history Q2 2026 92.86K $8.34M 0.05% New
CX Institutional history Q3 2026 79.41K $8.19M 0.22% Reduce
CARY STREET PARTNERS FINANCIAL LLC history Q2 2026 88.26K $7.93M 0.17% New
O'Connor Financial Group LLC history Q2 2026 88.04K $7.91M 2.80% New
STEPHENS INC /AR/ history Q2 2026 87.16K $7.83M 0.09% New
Sigma Planning Corp history Q2 2026 87.09K $7.83M 0.21% New
BIP Wealth, LLC history Q2 2026 86.33K $7.76M 0.22% New
CAPTRUST FINANCIAL ADVISORS history Q2 2026 85.17K $7.65M 0.02% New
Phoenix Financial Ltd. history Q2 2026 81.88K $7.36M 0.05% New
FAGAN ASSOCIATES, INC. history Q2 2026 81.79K $7.35M 0.90% New
Rooted Wealth Advisors, Inc. history Q2 2026 80.83K $7.26M 1.78% New
Dala Group, LLC history Q2 2026 80.59K $7.24M 5.96% New
StoneCrest Wealth Management, Inc. history Q2 2026 79.98K $7.19M 2.30% New
OPPENHEIMER & CO INC history Q2 2026 78.95K $7.09M 0.08% New
SG Americas Securities, LLC history Q2 2026 78.73K $7.07M 0.00% New
ABLE Financial Group, LLC history Q2 2026 78.08K $7.02M 1.18% New
SageGuard Financial Group, LLC history Q2 2026 77.59K $6.97M 0.98% New
Stratos Wealth Partners, LTD. history Q2 2026 76.26K $6.85M 0.07% New
BENJAMIN EDWARDS INC history Q2 2026 76.16K $6.84M 0.06% New
Cresset Asset Management, LLC history Q2 2026 75.25K $6.76M 0.04% New
Point72 Asset Management history Q2 2026 74.50K $6.69M 0.03% Reduce
D. E. Shaw & Co history Q4 2025 93.28K $6.67M 0.00% Add
BNP PARIBAS FINANCIAL MARKETS history Q2 2026 73.66K $6.62M 0.01% New
Snowden Capital Advisors LLC history Q2 2026 73.13K $6.57M 0.15% New
Gaddis Premier Wealth Advisors LLC history Q2 2026 72.40K $6.50M 4.00% New
TWIN PEAKS WEALTH ADVISORS, LLC history Q2 2026 72.14K $6.48M 1.47% New
HARBOUR INVESTMENTS, INC. history Q2 2026 72.12K $6.48M 0.09% New
Beacon Pointe Advisors, LLC history Q2 2026 71.17K $6.40M 0.03% New
Independent Advisor Alliance history Q2 2026 71.11K $6.39M 0.15% New
Ameritas Advisory Services, LLC history Q2 2026 70.34K $6.32M 0.13% New
Granite Investment Partners, LLC history Q2 2026 70.05K $6.29M 0.32% New
WEDBUSH SECURITIES INC history Q2 2026 69.53K $6.25M 0.16% New
PRINCIPAL SECURITIES, INC. history Q2 2026 68.72K $6.17M 0.07% New
Grey Ledge Advisors, LLC history Q2 2026 67.73K $6.09M 1.22% New
BECK CAPITAL MANAGEMENT, LLC history Q2 2026 66.75K $6.00M 1.12% New
Concentrum Wealth Management history Q2 2026 65.90K $5.92M 1.42% New
SUMITOMO MITSUI FINANCIAL GROUP, INC. history Q2 2026 65.41K $5.88M 0.13% New
NEVILLE RODIE & SHAW INC history Q3 2026 56.73K $5.85M 0.41% Add
WealthCare Investment Partners, LLC history Q2 2026 64.44K $5.79M 1.41% New
Mainsail Financial Group, LLC history Q2 2026 63.81K $5.73M 1.95% New
Concurrent Investment Advisors, LLC history Q2 2026 63.57K $5.71M 0.06% New
Kingsview Wealth Management, LLC history Q2 2026 62.27K $5.59M 0.07% New
INSIGNEO ADVISORY SERVICES, LLC history Q2 2026 61.20K $5.50M 0.22% New
Private Wealth Asset Management, LLC history Q2 2026 60.23K $5.42M 0.52% New
Wealthfront Advisers LLC history Q2 2026 60.18K $5.41M 0.01% New
FIFTH THIRD BANCORP history Q2 2026 60.07K $5.40M 0.01% New
Laurel Wealth Advisors LLC history Q2 2026 59.89K $5.38M 0.52% New
ASSETMARK, INC history Q2 2026 58.66K $5.27M 0.01% New
PACIFIC SUN FINANCIAL CORP history Q2 2026 58.45K $5.25M 2.17% New
SIMON QUICK ADVISORS, LLC history Q2 2026 56.30K $5.06M 0.20% New
NATIONS FINANCIAL GROUP INC, /IA/ /ADV history Q2 2026 55.83K $5.02M 0.24% New
CASCADE INVESTMENT GROUP, INC. history Q2 2026 55.71K $5.01M 2.81% New
Vise Technologies, Inc. history Q2 2026 55.22K $4.96M 0.06% New
NORTHSTAR ASSET MANAGEMENT Co history Q2 2026 55.38K $4.90M 0.92% New
Proactive Wealth Strategies LLC history Q2 2026 53.81K $4.84M 0.78% New
PCG Wealth Advisors, LLC history Q2 2026 53.45K $4.80M 1.07% New
SFI Advisors, LLC history Q2 2026 52.90K $4.75M 4.10% New
McCollum Christoferson Group LLC history Q2 2026 52.54K $4.72M 1.38% New
Moors & Cabot, Inc. history Q2 2026 52.33K $4.70M 0.19% New
Vivid Wealth Management, LLC history Q2 2026 52.14K $4.68M 1.65% New
Moran Wealth Management, LLC history Q2 2026 51.26K $4.61M 0.13% New
High Point Wealth Management, LLC history Q2 2026 50.94K $4.58M 3.74% New
Cerity Partners LLC history Q2 2026 50.92K $4.58M 0.01% New
Abbot Financial Management, Inc. history Q2 2026 50.82K $4.57M 1.84% New
WESPAC Advisors SoCal, LLC history Q2 2026 49.60K $4.46M 0.81% New
Geneos Wealth Management Inc. history Q2 2026 49.59K $4.46M 0.09% New
Rathbones Group PLC history Q2 2026 49.32K $4.43M 0.02% New
MEITAV INVESTMENT HOUSE LTD history Q2 2026 49.13K $4.41M 0.03% New
FLOYD FINANCIAL GROUP LLC history Q2 2026 46.42K $4.40M 2.87% New
Cerro Pacific Wealth Advisors LLC history Q2 2026 48.30K $4.34M 0.98% New
EPG Wealth Management LLC history Q2 2026 48.20K $4.33M 1.04% New
SFMG, LLC history Q2 2026 47.58K $4.28M 0.28% New
Gladstone Institutional Advisory LLC history Q2 2026 47.38K $4.26M 0.14% New
RFG Advisory, LLC history Q2 2026 45.86K $4.12M 0.07% New
Pinnacle Financial Partners, Inc. history Q2 2026 45.54K $4.09M 0.03% New
Prime Capital Investment Advisors, LLC history Q2 2026 45.47K $4.09M 0.04% New
Silverleafe Capital Partners, LLC history Q3 2026 39.33K $4.05M 1.15% Add
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors history Q2 2026 44.86K $4.03M 0.45% New
Florin Court Capital LLP history Q2 2026 44.70K $4.02M 6.56% New
Gateway Wealth Partners, LLC history Q2 2026 44.68K $4.01M 0.24% New
Golden State Wealth Management, LLC history Q2 2026 44.46K $3.99M 0.36% New
IHT Wealth Management, LLC history Q2 2026 44.32K $3.98M 0.09% New
LeConte Wealth Management, LLC history Q2 2026 44.05K $3.96M 2.16% New
VestGen Advisors, LLC history Q2 2026 44.04K $3.96M 0.13% New
HERBST GROUP, LLC history Q2 2026 42.66K $3.83M 2.09% New
Green Ridge Wealth Planning LLC history Q3 2026 36.77K $3.79M 1.55% New
Triumph Capital Management history Q2 2026 42.17K $3.79M 0.69% New
LANARK FINANCIAL, INC. history Q2 2026 41.89K $3.76M 0.26% New
Concorde Asset Management, LLC history Q2 2026 41.88K $3.76M 2.18% New
Coastal Bridge Advisors, LLC history Q2 2026 40.72K $3.66M 0.23% New
Capital Investment Advisory Services, LLC history Q2 2026 40.45K $3.63M 0.22% New
Fidelity Management & Research (FMR) history Q2 2026 40.25K $3.62M 0.00% Add
StoneX Group Inc. history Q2 2026 40.27K $3.61M 0.15% New
Williams Jones Wealth Management, LLC. history Q2 2026 40.09K $3.60M 0.04% New
Intrinsic Edge Capital Management LLC history Q2 2026 40.00K $3.59M 0.49% New
SAVA PENZISKO DRUSHTVO A.D. SKOPJE history Q2 2026 16.03K $3.59M 0.96% New
Spectrum Wealth Advisory Group, LLC history Q2 2026 38.95K $3.50M 1.00% New
AE Wealth Management LLC history Q2 2026 37.90K $3.41M 0.02% New
Investment Advisory Services Group LLC history Q2 2026 37.85K $3.40M 2.49% New
Summit Financial, LLC history Q2 2026 36.96K $3.32M 0.04% New
SHP Wealth Management history Q2 2026 36.92K $3.32M 0.23% New
Focus Partners Wealth history Q2 2026 36.91K $3.32M 0.00% New
Robertson Stephens Wealth Management, LLC history Q2 2026 36.28K $3.26M 0.08% New
FLAGSTAR SECURITIES, INC history Q2 2026 36.12K $3.25M 0.98% New
LFA - Lugano Financial Advisors SA history Q2 2026 37.07K $3.23M 1.94% New
Granite Bay Wealth Management, LLC history Q2 2026 35.84K $3.22M 0.30% New
EFG International AG history Q2 2026 35.77K $3.21M 0.06% New
Markowski Investments history Q2 2026 35.61K $3.20M 0.70% New
SMITH, MOORE & CO. history Q2 2026 35.47K $3.19M 0.21% New
VICTORY FINANCIAL GROUP, LLC history Q2 2026 35.25K $3.17M 0.34% New
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC history Q2 2026 34.68K $3.16M 0.19% New
OLD SECOND NATIONAL BANK OF AURORA history Q2 2026 35.16K $3.16M 0.59% New
OneDigital Investment Advisors LLC history Q2 2026 34.96K $3.14M 0.03% New
CONDOR CAPITAL MANAGEMENT history Q2 2026 34.75K $3.12M 0.23% New
Bison Wealth, LLC history Q2 2026 33.50K $3.11M 0.30% New
Clear Creek Financial Management, LLC history Q2 2026 34.43K $3.09M 0.20% New
Wealthspire Advisors, LLC history Q2 2026 34.40K $3.09M 0.02% New
Wealthcare Advisory Partners LLC history Q2 2026 34.32K $3.08M 0.06% New
Sage Capital Management, LLC history Q2 2026 34.24K $3.08M 1.20% New
Bravera Wealth history Q2 2026 33.22K $2.98M 1.15% New
DAYMARK WEALTH PARTNERS, LLC history Q2 2026 33.21K $2.98M 0.07% New
MARK SHEPTOFF FINANCIAL PLANNING, LLC history Q2 2026 32.79K $2.95M 1.57% New
Sherman Asset Management, Inc. history Q2 2026 32.58K $2.93M 2.27% New
MPWM ADVISORY SOLUTIONS, LLC history Q2 2026 32.44K $2.91M 1.33% New
Merkkuri Wealth Advisors LLC history Q2 2026 32.23K $2.90M 1.80% New
CAPITAL FUND MANAGEMENT S.A. history Q2 2026 31.29K $2.81M 0.04% New
Apollon Financial, LLC history Q2 2026 31.04K $2.79M 0.35% New
FULTON BANK, N.A. history Q2 2026 30.88K $2.77M 0.16% New
SeaCrest Wealth Management, LLC history Q2 2026 30.64K $2.75M 0.30% New
Ironsides Asset Advisors, LLC history Q2 2026 30.21K $2.71M 0.64% New
Parallel Advisors, LLC history Q2 2026 30.20K $2.71M 0.04% New
Advantage Trust Co history Q2 2026 30.07K $2.70M 0.95% New
Belpointe Asset Management LLC history Q2 2026 29.46K $2.65M 0.09% New
HBK Sorce Advisory LLC history Q2 2026 26.90K $2.62M 0.05% New
Elequin Capital, LP history Q2 2026 29.03K $2.61M 0.24% New
Purus Wealth Management, LLC history Q2 2026 29.02K $2.61M 0.72% New
Fiduciary Alliance LLC history Q2 2026 29.01K $2.61M 0.18% New
Signal Advisors Wealth, LLC history Q2 2026 28.65K $2.57M 0.13% New
WCG Wealth Advisors LLC history Q2 2026 28.08K $2.52M 0.06% New
Crescent Grove Advisors, LLC history Q2 2026 28.05K $2.52M 0.22% New
LAUREL OAK WEALTH MANAGEMENT, LLC history Q2 2026 27.96K $2.51M 0.37% New
Migdal Insurance & Financial Holdings Ltd. history Q2 2026 27.93K $2.51M 0.02% New
Sowell Financial Services LLC history Q2 2026 27.54K $2.47M 0.08% New
SCS Capital Management LLC history Q2 2026 27.49K $2.47M 0.02% New
LEVEL FOUR ADVISORY SERVICES, LLC history Q2 2026 27.48K $2.47M 0.07% New
Dynamic Advisor Solutions LLC history Q2 2026 26.98K $2.42M 0.07% New
Mariner, LLC history Q2 2026 26.87K $2.41M 0.00% New
Vontobel Holding Ltd. history Q2 2026 26.05K $2.34M 0.01% New
PFG Investments, LLC history Q2 2026 26.05K $2.34M 0.09% New
PEAK6 LLC history Q2 2026 26.00K $2.34M 0.03% New
THRIVENT FINANCIAL FOR LUTHERANS history Q2 2026 25.92K $2.33M 0.00% New
CREATIVE FINANCIAL DESIGNS INC /ADV history Q2 2026 25.66K $2.31M 0.11% New
MERCER GLOBAL ADVISORS INC /ADV history Q2 2026 25.57K $2.30M 0.00% New
FLAGSHIP HARBOR ADVISORS, LLC history Q2 2026 25.43K $2.29M 0.09% New
Stegent Equity Advisors, Inc. history Q2 2026 25.26K $2.27M 1.63% New
DAVENPORT & Co LLC history Q2 2026 25.23K $2.27M 0.01% New
IFP Advisors, Inc history Q2 2026 24.76K $2.22M 0.04% New
JANE STREET GROUP, LLC history Q2 2026 24.70K $2.22M 0.00% New
Global Retirement Partners, LLC history Q2 2026 24.52K $2.20M 0.04% New
Guardian Asset Advisors, LLC history Q2 2026 24.49K $2.20M 1.01% New
CITIZENS FINANCIAL GROUP INC/RI history Q2 2026 24.30K $2.18M 0.03% New
Melone Private Wealth, LLC history Q2 2026 24.17K $2.17M 0.83% New
Western Wealth Management, LLC history Q2 2026 23.51K $2.11M 0.07% New
NewEdge Wealth, LLC history Q2 2026 23.26K $2.09M 0.02% New
Mesirow Financial Investment Management, Inc. history Q2 2026 23.22K $2.09M 0.03% New
Callan Family Office, LLC history Q2 2026 23.04K $2.07M 0.04% New
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC history Q2 2026 23.00K $2.07M 0.04% New
NOMURA ASSET MANAGEMENT CO LTD history Q2 2026 22.90K $2.06M 0.00% New
TD Waterhouse Canada Inc. history Q2 2026 19.52K $2.05M 0.01% New
SUSQUEHANNA INTERNATIONAL GROUP, LLP history Q2 2026 22.80K $2.05M 0.00% New
FIFTH THIRD SECURITIES, INC. history Q2 2026 22.69K $2.04M 0.12% New
Transcendent Capital Group LLC history Q2 2026 22.68K $2.04M 0.79% New
Visionary Wealth Advisors history Q2 2026 22.62K $2.03M 0.08% New
Farther Finance Advisors, LLC history Q3 2026 19.61K $2.02M 0.02% Add
Sovran Advisors, LLC history Q2 2026 22.57K $2.00M 0.15% New
Prosperity Consulting Group, LLC history Q2 2026 22.10K $1.99M 0.08% New
Cornerstone Wealth Management, LLC history Q2 2026 21.99K $1.98M 0.09% New
CARLSON FINANCIAL, INC. history Q2 2026 21.89K $1.97M 1.00% New
Renaissance Technologies history Q1 2026 31.30K $1.96M 0.00% Reduce
Forefront Wealth Partners, LLC history Q2 2026 21.79K $1.96M 0.61% New
Magnus Financial Group LLC history Q2 2026 21.69K $1.95M 0.14% New
Ethos Financial Group, LLC history Q2 2026 21.80K $1.94M 0.14% New
VALLEY NATIONAL ADVISERS INC history Q2 2026 21.54K $1.94M 0.21% New
Kropog Financial Group, LLC history Q2 2026 21.43K $1.93M 1.36% New
GREAT VALLEY ADVISOR GROUP, INC. history Q2 2026 21.04K $1.89M 0.03% New
Goldstone Financial Group, LLC history Q2 2026 20.77K $1.87M 0.18% New
Midwest Financial Group LLC history Q2 2026 20.71K $1.86M 0.65% New
Sage Mountain Advisors LLC history Q2 2026 20.59K $1.85M 0.11% New
Brookstone Capital Management history Q2 2026 20.52K $1.84M 0.02% New
O'ROURKE & COMPANY, Inc history Q2 2026 20.10K $1.81M 0.63% New
TPG Advisors LLC history Q2 2026 20.08K $1.80M 0.99% New
SEAVIEW INVESTMENT MANAGERS LLC history Q2 2026 19.96K $1.79M 0.54% New
MIRAMONTES CAPITAL, LLC history Q2 2026 19.64K $1.76M 0.55% New
KINGSWOOD WEALTH ADVISORS, LLC history Q2 2026 19.56K $1.76M 0.07% New
Valtrion Capital Management, LLC history Q2 2026 19.49K $1.75M 1.30% New
OVERSEA-CHINESE BANKING Corp Ltd history Q2 2026 19.23K $1.73M 0.04% New
HSBC HOLDINGS PLC history Q2 2026 19.00K $1.71M 0.00% New
Essex Financial Services, Inc. history Q2 2026 18.88K $1.70M 0.08% New
Fearless Solutions, LLC dba Best Invest history Q2 2026 18.79K $1.69M 0.89% New
MMBG INVESTMENT ADVISORS CO. history Q2 2026 18.53K $1.67M 0.13% New
Atria Investments, Inc history Q2 2026 18.48K $1.66M 0.02% New
Mayflower Financial Advisors, LLC history Q2 2026 18.46K $1.66M 0.14% New
Citadel Advisors history Q2 2026 18.30K $1.64M 0.00% Reduce
TD Capital Management LLC history Q2 2026 18.11K $1.63M 0.13% New
Jacobi Capital Management LLC history Q2 2026 18.09K $1.63M 0.08% New
Ignite Planners, LLC history Q2 2026 18.02K $1.62M 0.22% New
Legacy Wealth Managment, LLC/ID history Q2 2026 17.99K $1.62M 0.69% New
OneAscent Financial Services LLC history Q2 2026 17.82K $1.60M 0.08% New
BANK HAPOALIM BM history Q2 2026 17.80K $1.60M 0.11% New
Koa Wealth Management, LLC history Q2 2026 17.58K $1.58M 1.07% New
Prosperity Financial Group, Inc. history Q2 2026 17.54K $1.58M 0.49% New
Macro Advisors, Inc. history Q2 2026 17.25K $1.55M 0.49% New
Solutions 4 Wealth, Ltd history Q2 2026 17.20K $1.55M 1.99% New
Curran Financial Partners, LLC history Q2 2026 17.07K $1.53M 0.23% New
Wealth Watch Advisors, INC history Q2 2026 17.02K $1.53M 0.53% New
Main Street Financial Solutions, LLC history Q2 2026 16.94K $1.52M 0.11% New
Koshinski Asset Management, Inc. history Q2 2026 16.92K $1.52M 0.08% New
AQR Capital Management history Q2 2026 16.86K $1.52M 0.00% Add
AQR CAPITAL MANAGEMENT LLC history Q2 2026 16.86K $1.52M 0.00% New
Strategic Financial Concepts, LLC history Q2 2026 16.78K $1.51M 0.45% New
Emerald Advisors, LLC history Q2 2026 16.64K $1.49M 0.19% New
Crown Wealth Group, LLC history Q2 2026 16.60K $1.49M 0.38% New
Wisconsin Wealth Advisors, LLC history Q3 2026 14.39K $1.48M 1.25% Reduce
BURKE & HERBERT BANK & TRUST CO history Q2 2026 10.61K $1.47M 0.36% New
HB Wealth Management, LLC history Q2 2026 16.31K $1.47M 0.01% New
Gotham Asset Management, LLC history Q2 2026 16.31K $1.47M 0.00% New
Advisory Services Network, LLC history Q2 2026 15.75K $1.42M 0.02% New
Ellis Investment Partners, LLC history Q2 2026 15.70K $1.41M 0.21% New
Moss Adams Wealth Advisors LLC history Q2 2026 15.68K $1.41M 0.09% New
COMPASS FINANCIAL MANAGEMENT LLC history Q2 2026 14.79K $1.39M 0.21% New
Garden State Investment Advisory Services LLC history Q2 2026 15.41K $1.38M 0.32% New
WealthBridge Capital Management, LLC history Q2 2026 15.34K $1.38M 0.27% New
James J. Burns & Company, LLC history Q2 2026 15.34K $1.38M 0.15% New
CENTAURUS FINANCIAL, INC. history Q2 2026 15.13K $1.36M 0.05% New
Valeo Financial Advisors, LLC history Q3 2026 13.11K $1.35M 0.04% Hold
Spire Wealth Management history Q2 2026 14.91K $1.34M 0.04% New
INTEGRITY ALLIANCE, LLC. history Q2 2026 14.77K $1.33M 0.05% New
WealthPlan Investment Management, LLC history Q2 2026 14.75K $1.33M 0.07% New
PFG Advisors history Q2 2026 14.69K $1.32M 0.07% New
Richard W. Paul & Associates, LLC history Q2 2026 14.62K $1.31M 0.40% New
PKS Advisory Services, LLC history Q2 2026 14.53K $1.30M 0.21% New
COMMERCE BANK history Q2 2026 14.38K $1.29M 0.01% New
Intellectus Partners, LLC history Q2 2026 14.37K $1.29M 0.23% New
Endowment Wealth Management, Inc. history Q2 2026 14.33K $1.29M 0.50% New
Perigon Wealth Management, LLC history Q2 2026 14.27K $1.28M 0.02% New
HARBOR INVESTMENT ADVISORY, LLC history Q2 2026 14.14K $1.27M 0.10% New
Avior Wealth Management, LLC history Q2 2026 14.04K $1.26M 0.03% New
JAMES INVESTMENT RESEARCH, INC. history Q2 2026 13.93K $1.25M 0.13% New
IMC-Chicago, LLC history Q2 2026 13.93K $1.25M 0.00% New
FSM Wealth Advisors, LLC history Q2 2026 13.92K $1.25M 0.14% New
Ausdal Financial Partners, Inc. history Q2 2026 13.89K $1.25M 0.05% New
Harvest Investment Services, LLC history Q2 2026 13.85K $1.24M 0.19% New
Lido Advisors, LLC history Q2 2026 13.81K $1.24M 0.01% New
CreativeOne Wealth, LLC history Q2 2026 13.63K $1.22M 0.03% New
Redhawk Wealth Advisors, Inc. history Q2 2026 13.44K $1.21M 0.12% New
United Advisor Group, LLC history Q2 2026 13.34K $1.20M 0.13% New
MAI Capital Management history Q2 2026 13.27K $1.19M 0.01% New
NATIXIS ADVISORS, LLC history Q2 2026 13.23K $1.19M 0.00% New
Pitcairn Wealth Advisors LLC history Q2 2026 13.22K $1.19M 0.13% New
Apollon Wealth Management, LLC history Q2 2026 13.18K $1.18M 0.01% New
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC history Q2 2026 13.13K $1.18M 0.06% New
LM Advisors LLC history Q2 2026 13.10K $1.18M 0.14% New
Arrowroot Family Office, LLC history Q2 2026 13.04K $1.17M 0.34% New
CoreCap Advisors, LLC history Q3 2026 11.25K $1.16M 0.03% Reduce
River Street Advisors LLC history Q2 2026 12.82K $1.15M 0.34% New
BlackRock Inc history Q2 2026 12.75K $1.15M 0.00% Add
FOUNDATIONS INVESTMENT ADVISORS, LLC history Q2 2026 12.70K $1.14M 0.01% New
Newman Dignan & Sheerar, Inc. history Q2 2026 12.65K $1.14M 0.22% New
One Capital Management, LLC history Q2 2026 18.13K $1.14M 0.03% New
Beacon Financial Advisory LLC history Q2 2026 12.64K $1.14M 0.22% New
Alteri Wealth LLC history Q2 2026 12.54K $1.13M 0.31% New
Mattern Wealth Management LLC history Q2 2026 12.42K $1.12M 0.18% New
Southern Financial Group, LLC history Q2 2026 12.40K $1.11M 0.28% New
Keating Financial Advisory Services, Inc. history Q2 2026 12.33K $1.11M 0.15% New
Beaumont Asset Management, L.L.C. history Q2 2026 12.28K $1.10M 0.43% New
Global Financial Private Client, LLC history Q2 2026 12.16K $1.09M 0.30% New
Prepared Retirement Institute LLC history Q2 2026 12.13K $1.09M 0.46% New
Fullerton Advisors, LLC history Q2 2026 12.13K $1.09M 1.02% New
HighPoint Advisor Group LLC history Q2 2026 12.07K $1.08M 0.04% New
IFG Advisory, LLC history Q2 2026 12.06K $1.08M 0.04% New
Astoria Portfolio Advisors LLC. history Q2 2026 12.03K $1.08M 0.19% New
Cyndeo Wealth Partners, LLC history Q2 2026 11.95K $1.07M 0.05% New
CALTON & ASSOCIATES, INC. history Q2 2026 11.84K $1.06M 0.16% New
Sun Financial Inc history Q2 2026 10.43K $1.05M 0.49% New
CPR Investments Inc. history Q2 2026 11.60K $1.04M 0.80% New
VISTA INVESTMENT PARTNERS II, LLC history Q2 2026 11.38K $1.02M 0.40% New
PARK AVENUE SECURITIES LLC history Q2 2026 11.32K $1.02M 0.01% New
GoalVest Advisory LLC history Q3 2026 46.92K $1.01M 0.17% Add
Morey & Quinn Wealth Partners, LLC history Q2 2026 11.14K $1.00M 0.64% New
American Institute for Advanced Investment Management, LLP history Q2 2026 11.11K $998.51K 0.58% New
Continuum Advisory, LLC history Q2 2026 11.09K $996.53K 0.08% New
Bramshill Investments, LLC history Q2 2026 11.00K $988.35K 0.08% New
Rehmann Capital Advisory Group history Q2 2026 10.95K $984.25K 0.04% New
Mirador Capital Partners LP history Q2 2026 10.90K $979.76K 0.12% New
Rye Brook Capital LLC history Q3 2026 9.50K $979.00K 0.63% Add
Paragon Private Wealth Management, LLC history Q2 2026 10.87K $976.42K 0.26% New
Aspen Investment Management Inc history Q2 2026 10.85K $975.00K 0.26% New
APS Management Group, Inc. history Q2 2026 10.72K $963.37K 0.74% New
IEQ CAPITAL, LLC history Q2 2026 10.67K $958.58K 0.00% New
Y.D. More Investments Ltd history Q2 2026 10.59K $951.69K 0.03% New
OLD NATIONAL BANCORP /IN/ history Q2 2026 10.51K $943.87K 0.02% New
YANKCOM Partnership history Q2 2026 10.49K $942.53K 0.34% New
ARWA LLC history Q2 2026 10.00K $919.07K 0.38% New
Chicago Partners Investment Group LLC history Q2 2026 10.39K $911.26K 0.02% New
Symphony Financial, Ltd. Co. history Q2 2026 10.11K $908.11K 0.10% New
Cornerstone Wealth, LLC/TN history Q2 2026 9.64K $897.76K 0.45% New
EP Wealth Advisors, LLC history Q2 2026 9.89K $888.22K 0.00% New
DeDora Capital, Inc. history Q2 2026 9.88K $887.89K 0.19% New
KFG WEALTH MANAGEMENT, LLC history Q2 2026 9.88K $887.44K 0.10% New
NORTHBRIDGE FINANCIAL GROUP, LLC history Q2 2026 9.81K $881.90K 0.35% New
Compound Planning, Inc. history Q2 2026 9.76K $876.47K 0.03% New
Keystone Financial Group history Q2 2026 9.70K $871.79K 0.05% New
SFG Wealth Management, LLC. history Q2 2026 9.65K $866.78K 0.31% New
BLUEDOOR PRIVATE WEALTH, LLC history Q2 2026 9.60K $862.56K 0.38% New
LJI Wealth Management, LLC history Q2 2026 9.50K $853.49K 0.12% New
KICKSTAND VENTURES, LLC. history Q2 2026 9.49K $852.95K 0.15% New
Keystone Wealth Services, LLC history Q2 2026 9.45K $849.28K 0.16% New
KRAEMATON INVESTMENT ADVISORS, INC history Q2 2026 9.36K $840.70K 0.63% New
Dakota Wealth Management history Q2 2026 9.35K $839.74K 0.02% New
Simplicity Wealth,LLC history Q2 2026 9.24K $830.30K 0.03% New
IPG Investment Advisors LLC history Q2 2026 9.14K $820.96K 0.12% New
SILVER OAK SECURITIES, INCORPORATED history Q2 2026 9.13K $819.93K 0.05% New
Medallion Wealth Advisors, LLC history Q2 2026 9.08K $817.64K 0.26% New
Triad Wealth Partners, LLC history Q2 2026 8.69K $815.89K 0.05% New
Institute for Wealth Management, LLC. history Q2 2026 9.07K $815.23K 0.07% New
Fortis Advisors, LLC history Q2 2026 9.06K $813.93K 0.38% New
Capital Analysts, LLC history Q2 2026 8.86K $796.00K 0.02% New
Worthington Financial Partners, LLC history Q2 2026 8.74K $785.29K 0.65% New
Quantinno Capital Management LP history Q2 2026 8.71K $782.50K 0.00% New
Midwest Trust Co history Q2 2026 8.68K $779.90K 0.01% New
Glass Jacobson Investment Advisors llc history Q2 2026 8.63K $775.11K 0.24% New
Columbus Macro, LLC history Q2 2026 8.62K $774.60K 0.07% New
Strategic Advisors LLC history Q2 2026 8.55K $768.11K 0.17% New
Kaizen Financial Strategies history Q2 2026 8.39K $764.45K 0.31% New
Bensler, LLC history Q2 2026 8.50K $763.91K 0.07% New
FIDUCIARY TRUST CO history Q2 2026 8.46K $759.77K 0.01% New
KINTRA WEALTH, LLC history Q2 2026 7.41K $757.48K 0.04% New
Savvy Advisors, Inc. history Q2 2026 8.40K $755.13K 0.02% New
Caprock Group, LLC history Q2 2026 8.40K $754.48K 0.01% New
Barnes Wealth Management Group, Inc history Q2 2026 8.20K $736.96K 0.34% New
World Investment Advisors history Q2 2026 9.80K $731.00K 0.01% New
Realta Investment Advisors history Q2 2026 8.12K $730.03K 0.23% New
Global Assets Advisory, LLC history Q2 2026 7.93K $726.40K 0.16% New
Fortune Financial Group, Inc. history Q2 2026 8.02K $720.69K 0.67% New
Juno Financial Group LLC history Q2 2026 7.99K $718.23K 0.26% New
DAVIS R M INC history Q2 2026 7.96K $715.66K 0.01% New
Retirement Planning Group, LLC history Q2 2026 7.90K $709.82K 0.02% New
Balboa Wealth Partners history Q2 2026 7.87K $707.32K 0.10% New
TITLEIST ASSET MANAGEMENT, LLC history Q3 2026 6.86K $706.96K 0.05% Add
BEAM WEALTH ADVISORS, INC. history Q2 2026 11.20K $701.95K 0.17% New
Balance Wealth Partners LLC history Q2 2026 7.81K $701.78K 0.19% New
Intesa Sanpaolo Wealth Management history Q2 2026 7.80K $700.83K 0.14% New
Allied Private Wealth LLC history Q2 2026 7.59K $696.23K 0.45% New
GLENMEDE TRUST CO NA history Q2 2026 7.70K $691.49K 0.00% New
BROWN ADVISORY INC history Q2 2026 7.65K $687.22K 0.00% New
Grantvest Financial Group LLC history Q2 2026 7.64K $686.74K 0.40% New
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP history Q2 2026 7.52K $682.08K 0.54% New
COMPASS CAPITAL CORP /MA/ /ADV history Q2 2026 6.71K $676.37K 0.22% New
Triton Wealth Management, PLLC history Q2 2026 7.29K $668.11K 0.20% New
PRESILIUM PRIVATE WEALTH, LLC history Q2 2026 7.38K $662.64K 0.10% New
Symphony Financial Services, Inc. history Q2 2026 7.37K $662.47K 0.30% New
Wellington Shields Capital Management, LLC history Q2 2026 7.30K $655.90K 0.08% New
HBW ADVISORY SERVICES LLC history Q2 2026 7.26K $652.08K 0.06% New
Focus Financial Network, Inc. history Q2 2026 7.26K $651.96K 0.02% New
Stonebridge Financial Planning Group, LLC history Q2 2026 7.22K $648.62K 0.21% New
UNITED CAPITAL FINANCIAL ADVISORS, LLC history Q2 2026 7.21K $648.05K 0.00% New
Altus Wealth Group LLC history Q2 2026 7.21K $647.43K 0.23% New
Richmond Investment Services, LLC history Q2 2026 7.18K $645.00K 0.20% New
COZAD ASSET MANAGEMENT INC history Q2 2026 7.12K $639.82K 0.05% New
Composition Wealth, LLC history Q2 2026 7.12K $639.38K 0.01% New
Claro Advisors Inc. history Q2 2026 7.05K $633.84K 0.07% New
Wealth Management Associates, Inc. history Q2 2026 6.99K $627.74K 0.17% New
Betterment LLC history Q2 2026 6.97K $626.00K 0.00% New
Crestwood Advisors Group, LLC history Q2 2026 6.94K $623.29K 0.01% New
Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma history Q2 2026 6.93K $622.93K 0.01% New
Boreal Capital Management LLC history Q2 2026 6.88K $617.72K 0.53% New
Sequoia Financial Advisors, LLC history Q2 2026 6.81K $611.98K 0.00% New
TrueWealth Advisors, LLC history Q2 2026 6.79K $610.14K 0.14% New
Kovack Advisors, Inc. history Q2 2026 6.72K $609.70K 0.03% New
Interchange Capital Partners, LLC history Q2 2026 6.72K $604.06K 0.11% New
GFS Advisors, LLC history Q2 2026 16 $596.69K 0.07% New
COTTONWOOD CAPITAL ADVISORS, LLC history Q2 2026 6.64K $596.68K 0.36% New
Wagner Wealth Management, LLC history Q2 2026 6.57K $590.68K 0.11% New
Westshore Wealth, LLC history Q2 2026 6.56K $589.42K 0.18% New
Delta Investment Management, LLC history Q2 2026 6.54K $587.51K 0.10% New
US BANCORP \DE\ history Q2 2026 6.50K $584.12K 0.00% New
Glen Eagle Advisors, LLC history Q2 2026 6.49K $583.22K 0.07% New
Northwest Financial Advisors history Q2 2026 6.47K $581.22K 0.08% New
Ameritas Investment Partners, Inc. history Q2 2026 6.46K $580.83K 0.01% New
Capital Square, LLC history Q2 2026 6.32K $580.72K 0.26% New
Northern Trust Corp history Q2 2026 6.42K $576.75K 0.00% New
Marshall & Sterling Wealth Advisors Inc. history Q2 2026 6.41K $576.26K 0.34% New
ROTHSCHILD INVESTMENT LLC history Q2 2026 6.36K $571.36K 0.02% New
Capital CS Group, LLC history Q2 2026 6.29K $565.41K 1.21% New
Sunpointe, LLC history Q2 2026 6.27K $563.00K 0.16% New
Mason & Associates Inc history Q2 2026 6.26K $562.10K 0.09% New
Resurgent Financial Advisors LLC history Q2 2026 6.21K $557.97K 0.17% New
Tradition Wealth Management, LLC history Q2 2026 6.17K $553.90K 0.03% New
Unconventional Investor, LLC history Q2 2026 6.07K $545.66K 0.23% New
Caldwell Trust Co history Q2 2026 5.99K $538.20K 0.04% New
Onyx Bridge Wealth Group LLC history Q2 2026 5.97K $536.64K 0.05% New
Tempo Wealth, LLC history Q2 2026 5.88K $527.94K 0.08% New
JOHNSON INVESTMENT COUNSEL INC history Q2 2026 5.82K $523.02K 0.00% New
Financial Partners Group, Inc history Q2 2026 5.82K $522.92K 0.05% New
Tidemark, LLC history Q2 2026 5.72K $514.18K 0.12% New
CHOREO, LLC history Q2 2026 5.63K $506.12K 0.01% New
Quantum Private Wealth, LLC history Q2 2026 5.58K $501.43K 0.13% New
Gilman Hill Asset Management, LLC history Q2 2026 5.58K $500.91K 0.07% New
PERRYMAN FINANCIAL ADVISORY INC /AD history Q2 2026 5.56K $499.84K 0.07% New
Strategic Blueprint, LLC history Q2 2026 5.36K $481.29K 0.02% New
Aptus Capital Advisors, LLC history Q2 2026 5.35K $480.52K 0.00% New
HUNTINGTON NATIONAL BANK history Q2 2026 5.28K $474.68K 0.00% New
PRIVATE TRUST CO NA history Q2 2026 5.22K $468.76K 0.04% New
Allworth Financial LP history Q2 2026 5.13K $461.38K 0.00% New
Perennial Investment Advisors, LLC history Q2 2026 5.12K $459.97K 0.03% New
Cottage Street Advisors LLC history Q2 2026 5.10K $457.88K 0.18% New
Banque Cantonale Vaudoise history Q2 2026 5.07K $456.00K 0.00% New
Elmwood Wealth Management, Inc. history Q2 2026 5.07K $455.18K 0.11% New
B. Riley Wealth Advisors, Inc. history Q2 2026 5.12K $453.25K 0.04% New
Maridea Wealth Management LLC history Q2 2026 5.02K $451.32K 0.05% New
SUMMIT WEALTH GROUP LLC / CO history Q2 2026 5.01K $450.26K 0.04% New
71 West Capital Partners history Q2 2026 4.98K $447.63K 0.01% New
Joseph Group Capital Management history Q2 2026 4.94K $443.59K 0.09% New
Founders Financial Alliance, LLC history Q2 2026 4.93K $442.79K 0.06% New
Atlas Wealth LLC history Q2 2026 4.92K $442.06K 0.06% New
Valmark Advisers, Inc. history Q2 2026 4.86K $436.77K 0.01% New
Manulife Financial history Q4 2025 6.11K $436.20K 0.00% Reduce
WEALTH EFFECTS LLC history Q2 2026 4.84K $435.04K 0.12% New
Nilsine Partners, LLC history Q2 2026 4.84K $434.60K 0.03% New
BCS Wealth Management history Q2 2026 4.75K $426.79K 0.08% New
MBE Wealth Management, LLC history Q2 2026 4.74K $426.05K 0.15% New
FIRST CITIZENS BANK & TRUST CO history Q2 2026 4.61K $414.48K 0.01% New
MTM Investment Management, LLC history Q2 2026 4.60K $413.31K 0.12% New
SHARPEPOINT LLC history Q2 2026 4.56K $409.38K 0.20% New
Archford Capital Strategies, LLC history Q2 2026 4.55K $409.05K 0.04% New
MONETA GROUP INVESTMENT ADVISORS LLC history Q2 2026 4.52K $405.93K 0.00% New
Ally Invest Advisors Inc. history Q2 2026 4.43K $398.47K 0.02% New
Fusion Capital, LLC history Q2 2026 4.41K $396.39K 0.09% New
Pure Financial Advisors, LLC history Q2 2026 4.40K $395.16K 0.01% New
Kingdom Financial Group LLC. history Q2 2026 4.40K $394.98K 0.10% New
Choice Wealth Advisors LLC history Q2 2026 4.39K $394.17K 0.14% New
Opal Wealth Advisors, LLC history Q2 2026 4.39K $394.08K 0.09% New
ProCore Advisors, LLC history Q2 2026 4.36K $391.58K 0.48% New
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME history Q2 2026 4.36K $391.39K 0.00% New
CHAPIN DAVIS, INC. history Q2 2026 4.35K $390.70K 0.07% New
RWA WEALTH PARTNERS, LLC history Q2 2026 4.33K $389.25K 0.00% New
GK Wealth Management LLC history Q2 2026 4.32K $388.41K 0.20% New
XTX Topco Ltd history Q2 2026 4.32K $387.70K 0.01% New
Modera Wealth Management, LLC history Q2 2026 4.31K $387.36K 0.00% New
ALLIANCEBERNSTEIN L.P. history Q2 2026 6.16K $385.98K 0.00% New
Evelyn Partners Group Ltd history Q2 2026 4.28K $384.38K 0.00% New
Stablepoint Partners, LLC history Q2 2026 4.27K $383.75K 0.05% New
Plan Group Financial, LLC history Q2 2026 4.26K $382.46K 0.08% New
Indivisible Partners history Q2 2026 4.25K $382.33K 0.02% New
Advyzon Investment Management, LLC history Q2 2026 4.17K $375.03K 0.03% New
Venture Visionary Partners LLC history Q3 2026 3.63K $374.23K 0.01% Add
Americana Partners, LLC history Q2 2026 4.14K $372.16K 0.01% New
Sculati Wealth Management, LLC history Q2 2026 4.00K $369.44K 0.12% New
HUB Investment Partners, LLC history Q2 2026 4.11K $369.37K 0.01% New
Walker Asset Management, LLC history Q2 2026 4.07K $366.05K 0.18% New
First County Bank /CT/ history Q2 2026 4.00K $359.40K 0.17% New
Wedmont Private Capital history Q2 2026 3.90K $358.33K 0.01% New
Sound Income Strategies, LLC history Q2 2026 3.94K $354.01K 0.02% New
Aurora Private Wealth, Inc. history Q2 2026 3.92K $352.00K 0.22% New
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. history Q2 2026 3.89K $349.38K 0.13% New
Madison Wealth Partners, Inc history Q2 2026 3.88K $348.17K 0.04% New
THOROUGHBRED FINANCIAL SERVICES, LLC history Q2 2026 3.88K $348.00K 0.02% New
Stirlingshire Investments, Inc. history Q2 2026 3.84K $345.39K 0.26% New
W1M Asset Management Ltd history Q2 2026 3.83K $343.97K 0.00% New
FSB PREMIER WEALTH MANAGEMENT, INC. history Q2 2026 3.82K $343.16K 0.10% New
REAP Financial Group, LLC history Q2 2026 3.79K $340.54K 0.06% New
Z3 Capital Partners, LLC history Q2 2026 3.76K $337.99K 0.07% New
RHODES INVESTMENT ADVISORS INC /ADV history Q3 2026 3.25K $335.56K 0.24% New
Kestra Investment Management, LLC history Q2 2026 3.72K $334.06K 0.01% New
Acorn Wealth Advisors, LLC history Q2 2026 3.70K $332.69K 0.08% New
HAZLETT, BURT & WATSON, INC. history Q2 2026 3.70K $332.00K 0.09% New
LEIGH BALDWIN & CO., LLC history Q2 2026 3.69K $331.27K 0.18% New
Avidian Wealth Enterprises, LLC history Q3 2026 3.21K $331.05K 0.01% Add
tru Independence LLC history Q2 2026 3.64K $327.39K 0.14% New
Omega Financial Group, LLC history Q2 2026 3.63K $325.96K 0.10% New
ALPINE WOODS CAPITAL INVESTORS, LLC history Q2 2026 3.60K $323.46K 0.07% New
Facet Wealth, Inc. history Q2 2026 3.60K $323.11K 0.01% New
MACROVIEW INVESTMENT MANAGEMENT LLC history Q2 2026 3.59K $322.28K 0.20% New
Pinnacle Family Advisors, LLC history Q2 2026 3.56K $319.42K 0.13% New
Fortis Capital Advisors, LLC history Q2 2026 3.54K $317.98K 0.04% New
ExodusPoint Capital Management, LP history Q2 2026 3.50K $314.48K 0.00% New
GRANVILLE CAPITAL, INC. history Q2 2026 3.49K $313.83K 0.14% New
ABSOLUTE CAPITAL MANAGEMENT, LLC history Q2 2026 3.48K $312.32K 0.08% New
Valued Retirements, Inc. history Q2 2026 3.47K $312.09K 0.28% New
Impact Partnership Wealth, LLC history Q2 2026 3.47K $311.60K 0.03% New
KMG FIDUCIARY PARTNERS, LLC history Q2 2026 3.46K $311.06K 0.03% New
Team Financial Group, LLC history Q2 2026 3.46K $310.65K 0.13% New
Meridian Financial Advisors, LLC history Q2 2026 3.44K $309.35K 0.15% New
Pinion Investment Advisors, LLC history Q2 2026 3.43K $307.92K 0.06% New
XCELSIOR ADVISOR PARTNERS LLC history Q2 2026 3.43K $307.88K 0.04% New
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC history Q3 2026 2.98K $307.75K 0.20% Reduce
JBR Co Financial Management Inc history Q2 2026 3.42K $307.02K 0.11% New
Comprehensive Financial Consultants Institutional, Inc. history Q2 2026 3.37K $302.44K 0.08% New
PINCUS CAPITAL MANAGEMENT, LP history Q2 2026 3.36K $301.54K 0.18% New
SILVERLAKE WEALTH MANAGEMENT LLC history Q2 2026 3.34K $299.77K 0.06% New
Cypress Wealth Services, LLC history Q2 2026 3.32K $298.30K 0.04% New
Bulltick Wealth Management, LLC history Q2 2026 3.31K $297.61K 0.06% New
GENTRY PRIVATE WEALTH, LLC history Q2 2026 3.29K $295.52K 0.15% New
Plum Street Advisors, LLC history Q2 2026 3.28K $294.86K 0.09% New
Russell Investments Group, Ltd. history Q2 2026 3.25K $292.33K 0.00% New
WealthTrust Asset Management, LLC history Q2 2026 3.25K $291.55K 0.16% New
LFG Wealth Partners, LLC history Q2 2026 3.23K $290.00K 0.14% New
AdvisorNet Financial, Inc history Q2 2026 3.22K $289.50K 0.01% New
MARIPAU WEALTH MANAGEMENT LLC history Q2 2026 3.20K $287.76K 0.10% New
KPP Advisory Services LLC history Q2 2026 3.20K $287.52K 0.04% New
Briggs Wealth Management, Inc history Q2 2026 3.20K $287.49K 0.26% New
Navis Wealth Advisors, LLC history Q2 2026 3.19K $286.89K 0.11% New
Fisher Asset Management, LLC history Q2 2026 3.19K $286.44K 0.00% New
VIAWEALTH, LLC history Q2 2026 3.19K $286.17K 0.14% New
Apella Capital, LLC history Q3 2026 2.65K $282.37K 0.00% Add
Argyle Capital Partners, LLC history Q2 2026 3.13K $281.05K 0.18% New
Owen LaRue, LLC history Q2 2026 3.11K $279.70K 0.10% New
Private Capital Management, LLC history Q2 2026 3.10K $278.54K 0.03% New
Clarendon Private LLC history Q2 2026 3.08K $276.54K 0.18% New
Chancellor Financial Group WB LP history Q2 2026 3.08K $276.29K 0.17% New
Van Diest Capital, LLC history Q2 2026 3.07K $276.06K 0.25% New
GUARDIAN WEALTH ADVISORS, LLC / NC history Q2 2026 3.06K $275.32K 0.02% New
Exit Wealth Advisors, LLC. history Q2 2026 3.05K $274.22K 0.13% New
CRUX WEALTH ADVISORS history Q2 2026 3.05K $273.78K 0.10% New
TRANSCEND CAPITAL ADVISORS, LLC history Q2 2026 3.03K $272.35K 0.02% New
Investment Planning Advisors, Inc. history Q2 2026 3.01K $270.85K 0.06% New
Towneley Capital Management, Inc / DE history Q2 2026 3.00K $269.55K 0.05% New
Evolution Wealth Advisors, LLC history Q2 2026 2.98K $268.20K 0.03% New
BALDWIN WEALTH PARTNERS LLC/MA history Q2 2026 2.98K $267.66K 0.02% New
One Charles Private Wealth Services, LLC history Q2 2026 2.98K $267.57K 0.06% New
Darden Wealth Group Inc history Q2 2026 2.97K $266.87K 0.11% New
Trilogy Capital Inc. history Q2 2026 2.96K $265.59K 0.01% New
FLC Capital Advisors history Q2 2026 2.95K $265.06K 0.05% New
Frederick Financial Consultants, LLC history Q2 2026 2.94K $264.27K 0.11% New
Urban Wealth Management, LLC history Q2 2026 2.93K $263.26K 0.23% New
Boyer Financial Services, Inc. history Q2 2026 2.90K $263.14K 0.22% New
ROBERTS GLORE & CO INC /IL/ history Q2 2026 2.92K $262.81K 0.07% New
Millennium Management history Q1 2026 4.16K $261.00K 0.00% Reduce
William Mack & Associates, Inc. history Q2 2026 2.90K $260.48K 0.09% New
Huntleigh Advisors, Inc. history Q2 2026 2.90K $260.12K 0.04% New
Allspring Global Investments Holdings, LLC history Q2 2026 2.87K $259.74K 0.00% New
Collier Financial history Q2 2026 2.88K $258.84K 0.18% New
Revisor Wealth Management LLC history Q2 2026 2.87K $257.73K 0.06% New
NWAM LLC history Q2 2026 2.83K $254.43K 0.01% New
KENNEDY INVESTMENT GROUP, INC. history Q2 2026 2.83K $254.12K 0.09% New
Focus Partners Advisor Solutions, LLC history Q2 2026 2.80K $251.25K 0.00% New
Quadcap Wealth Management, LLC history Q2 2026 2.79K $251.03K 0.03% New
WNY Asset Management, LLC history Q2 2026 2.78K $249.69K 0.02% New
Synergy Investment Management, LLC history Q2 2026 2.75K $247.34K 0.06% New
Buck Wealth Strategies, LLC history Q2 2026 2.75K $247.04K 0.03% New
BRIGHTON JONES LLC history Q2 2026 2.73K $245.63K 0.01% New
EAGLE WEALTH STRATEGIES LLC history Q2 2026 2.73K $245.60K 0.09% New
Bernard Wealth Management Corp. history Q2 2026 2.71K $243.22K 0.09% New
MWA Asset Management history Q2 2026 2.70K $242.79K 0.11% New
Marex Group Ltd history Q2 2026 2.69K $242.15K 0.00% New
Traction Financial Partners, LLC history Q2 2026 2.67K $239.81K 0.13% New
YARGER WEALTH STRATEGIES, LLC history Q2 2026 2.60K $238.84K 0.09% New
Advocate Investing Services LLC history Q2 2026 2.65K $238.38K 0.18% New
Pines Wealth Management, LLC history Q2 2026 2.65K $237.65K 0.07% New
Tempus Wealth Planning, LLC history Q2 2026 2.61K $234.87K 0.05% New
Anson Capital, Inc. history Q2 2026 2.57K $230.65K 0.15% New
OpenArc Corporate Advisory, LLC history Q2 2026 2.56K $229.66K 0.00% New
Summa Corp. history Q2 2026 2.50K $229.57K 0.07% New
Pinnacle Bancorp, Inc. history Q2 2026 2.56K $229.57K 0.06% New
PLIMOTH TRUST CO LLC history Q2 2026 2.54K $228.40K 0.05% New
Choate Investment Advisors history Q2 2026 2.51K $225.79K 0.00% New
GR FINANCIAL GROUP, LLC history Q2 2026 2.50K $225.03K 0.03% New
Kathmere Capital Management, LLC history Q2 2026 2.50K $224.62K 0.01% New
PURSUE WEALTH PARTNERS LLC history Q2 2026 2.50K $224.62K 0.13% New
WJ Financial Advisors LLC history Q2 2026 2.49K $223.69K 0.17% New
Prospect Financial Services LLC history Q2 2026 2.48K $223.25K 0.11% New
Advisors Capital Management, LLC history Q2 2026 2.48K $223.01K 0.00% New
Corecam Pte. Ltd. history Q2 2026 2.45K $220.13K 0.08% New
Ankerstar Wealth, LLC history Q2 2026 2.44K $219.68K 0.18% New
Florida Trust Wealth Management Co history Q2 2026 2.44K $219.59K 0.01% New
Birchcreek Wealth Management, LLC history Q2 2026 2.44K $219.50K 0.09% New
Princeton Global Asset Management LLC history Q2 2026 2.42K $217.53K 0.03% New
Daiichi Life International Holdings LLC history Q2 2026 2.41K $216.36K 6.86% New
NBT BANK, N.A. history Q2 2026 2.40K $215.64K 0.01% New
Harbour Trust & Investment Management Co history Q2 2026 2.40K $215.64K 0.02% New
Stenger Family Office, LLC history Q2 2026 2.54K $214.98K 0.04% New
Alliance Wealth Advisors, LLC history Q2 2026 2.39K $214.56K 0.08% New
Stratos Wealth Advisors, LLC history Q2 2026 2.38K $213.45K 0.01% New
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. history Q2 2026 2.37K $211.26K 0.00% New
Fortis Capital Management LLC history Q2 2026 2.35K $210.77K 0.03% New
BROWN BROTHERS HARRIMAN & CO history Q2 2026 2.33K $209.71K 0.00% New
First Heartland Consultants, Inc. history Q3 2026 2.03K $209.68K 0.01% New
Allen Capital Group, LLC history Q2 2026 2.33K $209.26K 0.02% New
Worth Financial Advisory Group, LLC history Q2 2026 2.33K $208.99K 0.09% New
Evercore Wealth Management, LLC history Q2 2026 2.32K $208.27K 0.00% New
Stonebridge Financial Group, LLC/CA history Q2 2026 2.32K $208.00K 0.03% New
Impact Capital Partners LLC history Q2 2026 2.30K $206.66K 0.06% New
Econ Financial Services Corp history Q2 2026 2.29K $206.21K 0.10% New
Front Row Advisors LLC history Q2 2026 2.05K $205.24K 0.06% New
Buska Wealth Management, LLC history Q2 2026 2.28K $205.10K 0.07% New
Deutsche Bank AG history Q2 2026 2.28K $204.77K 0.00% Add
Integrity Investment Advisors, LLC history Q2 2026 2.25K $202.46K 0.09% New
SILVERCREST ASSET MANAGEMENT GROUP LLC history Q2 2026 2.25K $202.16K 0.00% New
MAGNOLIA CAPITAL ADVISORS LLC history Q2 2026 2.24K $201.53K 0.04% New
AMERIFLEX GROUP, INC. history Q2 2026 2.15K $193.00K 0.08% New
Balentine LLC history Q2 2026 2.11K $189.58K 0.01% New
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC history Q2 2026 2.08K $187.08K 0.02% New
O'SHAUGHNESSY ASSET MANAGEMENT, LLC history Q2 2026 2.08K $186.98K 0.00% New
Friedenthal Financial history Q2 2026 2.05K $183.92K 0.09% New
TRUST CO OF TOLEDO NA /OH/ history Q2 2026 2.02K $181.50K 0.01% New
Archer Investment Corp history Q2 2026 1.99K $178.88K 0.04% New
Clark Wealth Partners history Q2 2026 1.95K $175.15K 0.10% New
Greykasell Wealth Strategies, Inc. history Q2 2026 1.88K $169.31K 0.06% New
Walsh & Associates, LLC history Q2 2026 1.85K $166.40K 0.14% New
Burnham & Co LLC history Q2 2026 1.76K $157.96K 0.13% New
Advisors Preferred, LLC history Q2 2026 1.71K $155.41K 0.02% New
Fairscale Capital, LLC history Q2 2026 1.73K $155.26K 0.09% New
Benson Wealth Management INC history Q2 2026 1.71K $154.00K 0.15% New
Hanson & Doremus Investment Management history Q2 2026 1.71K $154.00K 0.02% New
Murphy & Mullick Capital Management Corp history Q2 2026 1.71K $153.68K 0.10% New
Anchor Bay Capital, Inc. history Q2 2026 1.50K $150.88K 0.08% New
Investors Portfolio Services LLC history Q2 2026 1.67K $149.94K 0.12% New
SBI Securities Co., Ltd. history Q2 2026 1.58K $141.87K 0.00% New
Biltmore Family Office, LLC history Q2 2026 1.53K $137.20K 0.02% New
Forum Finance Group S.A. history Q2 2026 1.85K $135.00K 0.05% New
KERR FINANCIAL PLANNING Corp history Q2 2026 1.35K $121.52K 0.14% New
Signature Equity Partners, LLC history Q2 2026 1.35K $121.01K 0.06% New
Clearstead Advisors, LLC history Q2 2026 1.33K $119.56K 0.00% New
Smithfield Trust Co history Q2 2026 1.27K $115.00K 0.01% New
Bangor Savings Bank history Q3 2026 1.10K $113.40K 0.01% Hold
Key FInancial Inc history Q2 2026 1.24K $111.32K 0.02% New
Register Financial Advisors LLC history Q2 2026 1.21K $108.95K 0.03% New
PETERSON WEALTH MANAGEMENT history Q2 2026 1.17K $104.65K 0.05% New
NEW ENGLAND ASSET MANAGEMENT INC history Q2 2026 1.15K $103.33K 0.01% New
Acropolis Investment Management, LLC history Q3 2026 1.00K $103.09K 0.00% New
BESSEMER GROUP INC history Q2 2026 1.13K $102.00K 0.00% New
GILPIN WEALTH MANAGEMENT, LLC history Q2 2026 1.10K $99.19K 0.07% New
Noble Wealth Management PBC history Q3 2026 925 $95.36K 0.04% Hold
Whipplewood Advisors, LLC history Q2 2026 1.01K $91.20K 0.06% New
Franklin Resources history Q2 2026 1.00K $90.03K 0.00% New
MCF Advisors LLC history Q2 2026 981 $88.10K 0.00% New
Smartleaf Asset Management LLC history Q2 2026 950 $84.08K 0.00% New
Providence Capital Advisors, LLC history Q2 2026 885 $79.52K 0.01% New
North Star Investment Management Corp. history Q2 2026 885 $79.52K 0.00% New
Stonehage Fleming Financial Services Holdings Ltd history Q2 2026 876 $78.71K 0.00% New
Westside Investment Management, Inc. history Q2 2026 858 $77.13K 0.01% New
Solstein Capital, LLC history Q2 2026 856 $76.91K 0.03% New
EVOLUTION WEALTH MANAGEMENT INC. history Q2 2026 849 $76.28K 0.04% New
Investment Research & Advisory Group, Inc. history Q2 2026 840 $75.47K 0.02% New
BOK Financial Private Wealth, Inc. history Q2 2026 830 $74.58K 0.00% New
ALLIANZ SE history Q2 2026 797 $71.61K 0.00% New
Bell Investment Advisors, Inc history Q2 2026 793 $71.25K 0.01% New
BFSG, LLC history Q2 2026 750 $67.39K 0.01% New
EASTERN BANK history Q3 2026 652 $67.22K 0.00% Hold
N.E.W. Advisory Services LLC history Q2 2026 743 $66.75K 0.00% New
Tower Research Capital LLC (TRC) history Q2 2026 735 $66.04K 0.00% New
Community Bank, N.A. history Q2 2026 728 $65.41K 0.01% New
Polaris Financial Partners history Q3 2026 625 $65.00K 0.03% New
GILL CAPITAL PARTNERS, LLC history Q2 2026 721 $64.78K 0.02% New
Belvedere Trading LLC history Q2 2026 700 $62.90K 0.00% New
NFSG Corp history Q2 2026 664 $59.67K 0.01% New
Larson Financial Group LLC history Q2 2026 642 $57.71K 0.00% New
WHITTIER TRUST CO history Q2 2026 600 $55.75K 0.00% New
GAMMA Investing LLC history Q3 2026 516 $53.19K 0.00% Add
Steigerwald, Gordon & Koch Inc. history Q2 2026 579 $52.02K 0.01% New
FIDUCIARY FINANCIAL ADVISORS history Q2 2026 574 $51.48K 0.01% New
Roxbury Financial LLC history Q3 2026 495 $51.02K 0.05% Hold
Strategic Wealth Partners, Ltd. history Q2 2026 560 $50.32K 0.00% New
Crews Bank & Trust history Q2 2026 555 $49.87K 0.01% New
WPG Advisers, LLC history Q2 2026 550 $49.42K 0.03% New
ARMSTRONG ADVISORY GROUP, INC history Q2 2026 542 $48.73K 0.00% New
JDM Financial Group LLC history Q2 2026 531 $47.71K 0.02% New
NATIXIS history Q2 2026 521 $46.60K 0.00% New
Rakuten Securities, Inc. history Q2 2026 500 $44.92K 0.01% New
Wellington Shields & Co., LLC history Q2 2026 500 $44.92K 0.01% New
Avalon Trust Co history Q2 2026 475 $42.70K 0.00% New
Godfrey Financial Associates, Inc. history Q2 2026 465 $41.78K 0.03% New
EDMOND DE ROTHSCHILD HOLDING S.A. history Q2 2026 451 $40.52K 0.00% New
DHJJ Financial Advisors, Ltd. history Q2 2026 445 $39.99K 0.01% New
TUCKER ASSET MANAGEMENT LLC history Q2 2026 432 $38.81K 0.01% New
Bogart Wealth, LLC history Q2 2026 431 $38.73K 0.00% New
Asset Dedication, LLC history Q2 2026 406 $36.48K 0.00% New
Hilltop National Bank history Q2 2026 400 $35.94K 0.01% New
New England Capital Financial Advisors LLC history Q2 2026 391 $35.11K 0.01% New
Harel Insurance Investments & Financial Services Ltd. history Q2 2026 390 $35.00K 0.00% New
Smallwood Wealth Investment Management, LLC history Q2 2026 385 $34.59K 0.01% New
WELLINGTON-ALTUS USA INC. history Q2 2026 535 $33.53K 0.03% New
AlphaCore Capital LLC history Q2 2026 370 $33.24K 0.00% New
Nemes Rush Group LLC history Q2 2026 360 $32.32K 0.00% New
Strategic Investment Solutions, Inc. /IL history Q2 2026 350 $31.45K 0.01% New
TFC Financial Management, Inc. history Q2 2026 344 $30.92K 0.00% New
BankPlus Trust Department history Q2 2026 340 $30.55K 0.01% New
Truvestments Capital LLC history Q2 2026 335 $30.10K 0.00% New
Ameliora Wealth Management Ltd. history Q2 2026 319 $28.66K 0.01% New
HOWE & RUSLING INC history Q2 2026 295 $26.51K 0.00% New
Rossby Financial, LCC history Q2 2026 293 $26.33K 0.01% New
Financial Network Wealth Advisors LLC history Q2 2026 277 $24.89K 0.03% New
RAFFA WEALTH MANAGEMENT, LLC history Q2 2026 271 $24.35K 0.00% New
FINANCIAL CONSULATE, INC history Q2 2026 248 $22.30K 0.00% New
Colonial Trust Advisors history Q2 2026 245 $22.01K 0.00% New
DiNuzzo Private Wealth, Inc. history Q2 2026 235 $21.11K 0.00% New
Versant Capital Management, Inc history Q3 2026 200 $20.62K 0.00% Hold
Financial Gravity Companies, Inc. history Q2 2026 222 $19.95K 0.00% New
Decker Retirement Planning Inc. history Q2 2026 219 $19.68K 0.01% New
WOLFF WIESE MAGANA LLC history Q2 2026 213 $19.16K 0.01% New
MV CAPITAL MANAGEMENT, INC. history Q2 2026 300 $18.80K 0.00% New
BROWN, LISLE/CUMMINGS, INC. history Q2 2026 200 $18.01K 0.00% New
HALBERT HARGROVE GLOBAL ADVISORS, LLC history Q2 2026 192 $17.25K 0.00% New
CENTRAL TRUST Co history Q2 2026 189 $16.98K 0.00% New
MARSHALL INVESTMENT MANAGEMENT, LLC history Q2 2026 184 $16.53K 0.01% New
BEACON INVESTMENT ADVISORY SERVICES, INC. history Q2 2026 179 $16.08K 0.00% New
Imprint Wealth LLC history Q2 2026 176 $15.81K 0.06% New
Coastline Trust Co history Q2 2026 168 $15.10K 0.00% New
Quaker Wealth Management, LLC history Q2 2026 163 $14.66K 0.00% New
Financial Perspectives, Inc history Q2 2026 145 $13.03K 0.00% New
PIN OAK INVESTMENT ADVISORS INC history Q2 2026 206 $13.00K 0.01% New
HighMark Wealth Management LLC history Q2 2026 138 $12.41K 0.00% New
Glassman Wealth Services history Q2 2026 137 $12.34K 0.00% New
Kilter Group LLC history Q2 2026 137 $12.31K 0.00% New
Ascentis Wealth Management, LLC history Q2 2026 11.54K $11.54K 0.00% New
Quest 10 Wealth Builders, Inc. history Q2 2026 126 $11.32K 0.01% New
JNBA Financial Advisors history Q2 2026 125 $11.23K 0.00% New
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC history Q2 2026 125 $11.23K 0.00% New
SIGNATUREFD, LLC history Q2 2026 114 $10.24K 0.00% New
Key Capital Management, INC history Q2 2026 114 $10.24K 0.01% New
Abound Wealth Management history Q2 2026 109 $9.79K 0.00% New
FAS Wealth Partners, Inc. history Q2 2026 105 $9.41K 0.00% New
Fourth Dimension Wealth, LLC history Q2 2026 100 $8.98K 0.00% New
Copia Wealth Management history Q2 2026 100 $8.98K 0.01% New
Downshift Financial, LLC history Q2 2026 100 $8.98K 0.00% New
PROATHLETE WEALTH MANAGEMENT LLC history Q2 2026 96 $8.67K 0.00% New
Trust Co history Q2 2026 92 $8.27K 0.00% New
Vision Retirement, LLC history Q2 2026 92 $8.27K 0.00% New
Salomon & Ludwin, LLC history Q2 2026 90 $8.20K 0.00% New
Rosenberg Matthew Hamilton history Q3 2026 79 $8.14K 0.00% Hold
Physician Wealth Advisors, Inc. history Q2 2026 88 $7.93K 0.00% New
HOLLENCREST CAPITAL MANAGEMENT history Q2 2026 88 $7.91K 0.00% New
GHP Investment Advisors, Inc. history Q2 2026 85 $7.59K 0.00% New
Costello Asset Management, INC history Q2 2026 81 $7.28K 0.00% New
Blue Trust, Inc. history Q2 2026 79 $7.10K 0.00% New
HANTZ FINANCIAL SERVICES, INC. history Q2 2026 76 $7.00K 0.00% New
Avion Wealth history Q2 2026 85 $7.00K 0.00% New
Morse Asset Management, Inc history Q2 2026 75 $6.74K 0.00% New
HIGHLINE WEALTH PARTNERS LLC history Q2 2026 68 $6.08K 0.00% New
Colonial Trust Co / SC history Q2 2026 66 $5.93K 0.00% New
Strengthening Families & Communities, LLC history Q2 2026 65 $5.82K 0.00% New
Mosley Wealth Management history Q2 2026 60 $5.39K 0.00% New
NBH Bank history Q2 2026 53 $4.76K 0.00% New
Cornerstone National Bank & Trust Co history Q2 2026 51 $4.65K 0.00% New
Pacifica Partners Inc. history Q2 2026 50 $4.53K 0.00% New
Global Trust Asset Management, LLC history Q2 2026 50 $4.49K 0.00% New
GABLES CAPITAL MANAGEMENT INC. history Q2 2026 50 $4.49K 0.00% New
WealthCollab, LLC history Q2 2026 49 $4.40K 0.00% New
Strive Financial Group ,LLC history Q2 2026 47 $4.22K 0.00% New
Pinnacle Wealth Planning Services, Inc. history Q2 2026 46 $4.13K 0.00% New
SALEM INVESTMENT COUNSELORS INC history Q2 2026 43 $3.86K 0.00% New
HM PAYSON & CO history Q2 2026 40 $3.59K 0.00% New
TRUST CO OF VERMONT history Q2 2026 38 $3.41K 0.00% New
WEST PACES ADVISORS INC. history Q2 2026 36 $3.23K 0.00% New
Caitlin John, LLC history Q2 2026 34 $3.06K 0.00% New
High Note Wealth, LLC history Q2 2026 30 $2.70K 0.00% New
LifeSteps Financial, Inc. history Q2 2026 30 $2.70K 0.00% New
1 NORTH WEALTH SERVICES LLC history Q2 2026 27 $2.43K 0.00% New
Heritage Wealth Advisors history Q2 2026 26 $2.35K 0.00% New
TOP Private Wealth LLC. history Q2 2026 25 $2.25K 0.00% New
Hilton Head Capital Partners, LLC history Q2 2026 15 $1.35K 0.00% New
Mechanics Financial Corp history Q2 2026 6 $539 0.00% New
Bear Mountain Capital, Inc. history Q2 2026 5 $474 0.00% New
Main Street Group, LTD history Q2 2026 2 $180 0.00% New

Download holders (CSV)